Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Discipline Wealth Solutions, LLC | $50.5M |
| 2 | CPR Investments Inc. | $3.6M |
| 3 | Aegis Wealth Management, Inc. | $2.8M |
| 4 | Bison Wealth, LLC | $1.7M |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M |
| 6 | J.W. COLE ADVISORS, INC. | $665.2K |
| 7 | IFP Advisors, Inc | $497.9K |
| 8 | Lifestyle Asset Management, Inc. | $292.2K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$13.2M | |
| 2 | +$1.5M | |
| 3 | +$665.2K | |
| 4 | +$512.6K | |
| 5 | +$280.5K | |
| 6 | +$143.5K | |
| 7 | +$75.5K | |
| 8 | +$31.3K | |
| 9 | -$7.6K | |
| 10 | -$873.1K |