Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $9.0M |
| 2 | Brookstone Capital Management | $8.9M |
| 3 | FLAGSHIP HARBOR ADVISORS, LLC | $4.8M |
| 4 | Compass Financial Services Inc | $3.4M |
| 5 | Prospera Financial Services Inc | $3.2M |
| 6 | Colonial River Investments, LLC | $2.0M |
| 7 | Wealthcare Advisory Partners LLC | $1.9M |
| 8 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.1M |
| 9 | ARMSTRONG ADVISORY GROUP, INC | $1.1M |
| 10 | IFP Advisors, Inc | $621.0K |
| 11 | LANARK FINANCIAL, INC. | $502.4K |
| 12 | Northstar Advisory Group, LLC | $413.7K |
| 13 | WINNACLE WEALTH LLC | $361.7K |
| 14 | INDEPENDENT FINANCIAL GROUP, LLC | $351.2K |
| 15 | Clearwave Capital, LLC | $350.2K |
| 16 | OPTIMA CAPITAL LLC | $295.2K |
| 17 | Apollon Wealth Management, LLC | $294.8K |
| 18 | Onyx Bridge Wealth Group LLC | $255.4K |
| 19 | Centennial Wealth Advisory LLC | $224.7K |
| 20 | Intrua Financial, LLC | $208.4K |
| 21 | CX Institutional | $49.5K |
| 22 | Farther Finance Advisors, LLC | $45.3K |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $32.7K |
| 24 | Financial Management Professionals, Inc. | $20.1K |
| 25 | Blue Trust, Inc. | $18.3K |
| 26 | Oakworth Capital, Inc. | $3.9K |
| 27 | Capital Advisors, Ltd. LLC | $49 |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$8.9M | |
| 2 | +$2.0M | |
| 3 | +$651.1K | |
| 4 | +$540.2K | |
| 5 | +$438.1K | |
| 6 | +$409.3K | |
| 7 | +$361.7K | |
| 8 | +$350.8K | |
| 9 | +$350.2K | |
| 10 | +$295.2K | |
| 11 | +$255.4K | |
| 12 | +$224.7K | |
| 13 | +$208.4K | |
| 14 | +$154.7K | |
| 15 | +$94.5K | |
| 16 | +$45.3K | |
| 17 | +$43.9K | |
| 18 | +$32.7K | |
| 19 | +$30.3K | |
| 20 | +$26.0K | |
| 21 | +$20.1K | |
| 22 | +$18.3K | |
| 23 | +$3.9K | |
| 24 | +$3.0K | |
| 25 | -$7 | |
| 26 | -$18.3K | |
| 27 | -$33.4K | |
| 28 | -$2.6M | |
| 29 | -$13.7M |