Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Advisory Resource Group | $4.5M |
| 2 | J.W. COLE ADVISORS, INC. | $2.7M |
| 3 | 1015 Capital Partners, LLC | $944.8K |
| 4 | PFG Advisors | $498.3K |
| 5 | Envestnet Portfolio Solutions, Inc. | $259.4K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$2.7M | |
| 2 | +$441.8K | |
| 3 | +$183.9K | |
| 4 | +$80.1K | |
| 5 | +$39.1K | |
| 6 | -$2.5M |