Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | RFG Advisory, LLC | $5.4M |
| 2 | LexAurum Advisors, LLC | $1.7M |
| 3 | VIMA LLC | $1.0M |
| 4 | IAMS WEALTH MANAGEMENT, LLC | $426.7K |
| 5 | IFP Advisors, Inc | $387.5K |
| 6 | BENJAMIN EDWARDS INC | $319.1K |
| 7 | HBW ADVISORY SERVICES LLC | $255.6K |
| 8 | Apollon Wealth Management, LLC | $203.5K |
| 9 | CoreCap Advisors, LLC | $108.1K |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $94.7K |
| 11 | GILPIN WEALTH MANAGEMENT, LLC | $11.0K |
| 12 | Spire Wealth Management | $7.1K |
| 13 | DHJJ Financial Advisors, Ltd. | $317 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$139.0K | |
| 3 | +$94.7K | |
| 4 | +$10.5K | |
| 5 | -$21 | |
| 6 | -$532 | |
| 7 | -$742 | |
| 8 | -$1.5K | |
| 9 | -$1.9K | |
| 10 | -$4.4K | |
| 11 | -$12.4K | |
| 12 | -$15.3K | |
| 13 | -$17.6K | |
| 14 | -$29.6K | |
| 15 | -$51.8K | |
| 16 | -$245.1K | |
| 17 | -$288.5K | |
| 18 | -$615.9K | |
| 19 | -$2.9M |