Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | SL ADVISORS, LLC | $4.4M |
| 2 | JBR Co Financial Management Inc | $3.8M |
| 3 | CLG LLC | $2.4M |
| 4 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.3M |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $913.2K |
| 6 | Wealthcare Advisory Partners LLC | $810.7K |
| 7 | Prospera Financial Services Inc | $472.3K |
| 8 | Wealth Management Associates, Inc. | $396.1K |
| 9 | J.W. COLE ADVISORS, INC. | $216.7K |
| 10 | Optivise Advisory Services LLC | $214.5K |
| 11 | Lodestone Wealth Management LLC | $189.5K |
| 12 | EverSource Wealth Advisors, LLC | $122.2K |
| 13 | CoreCap Advisors, LLC | $35.5K |
| 14 | GHP Investment Advisors, Inc. | $22.7K |
| 15 | Princeton Global Asset Management LLC | $21.4K |
| 16 | IFP Advisors, Inc | $13.6K |
| 17 | Ritter Daniher Financial Advisory LLC / DE | $2.4K |
| 18 | Spire Wealth Management | $2.2K |
| 19 | Capital Investment Advisory Services, LLC | $506 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$2.4M | |
| 2 | +$682.7K | |
| 3 | +$530.2K | |
| 4 | +$253.7K | |
| 5 | +$214.5K | |
| 6 | +$48.4K | |
| 7 | +$22.7K | |
| 8 | +$10.3K | |
| 9 | +$4.3K | |
| 10 | -$11 | |
| 11 | -$53 | |
| 12 | -$73 | |
| 13 | -$702 | |
| 14 | -$3.8K | |
| 15 | -$5.6K | |
| 16 | -$14.7K | |
| 17 | -$39.0K | |
| 18 | -$121.8K | |
| 19 | -$148.4K | |
| 20 | -$823.7K |