Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Professional Financial Advisors, LLC | $6.7M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M |
| 3 | Ethos Capital Management, Inc. | $1.0M |
| 4 | IFP Advisors, Inc | $684.1K |
| 5 | Southland Equity Partners LLC | $644.7K |
| 6 | J.W. COLE ADVISORS, INC. | $416.7K |
| 7 | Centurion Wealth Management LLC | $330.4K |
| 8 | JFS WEALTH ADVISORS, LLC | $83.6K |
| 9 | AdvisorNet Financial, Inc | $62.6K |
| 10 | FIRST COMMUNITY TRUST NA | $5.0K |
| 11 | Triumph Capital Management | $5.0K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$656.5K | |
| 2 | +$66.9K | |
| 3 | +$44.0K | |
| 4 | +$31.4K | |
| 5 | +$8.7K | |
| 6 | +$6.6K | |
| 7 | +$524 | |
| 8 | +$524 | |
| 9 | -$12.7K | |
| 10 | -$163.4K | |
| 11 | -$288.0K |