Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Key FInancial Inc | $10.4M |
| 2 | Golden State Wealth Management, LLC | $5.9M |
| 3 | Chris Bulman Inc | $4.4M |
| 4 | Brookstone Capital Management | $4.3M |
| 5 | CARY STREET PARTNERS FINANCIAL LLC | $3.7M |
| 6 | D.A. DAVIDSON & CO. | $2.8M |
| 7 | NORTHBRIDGE FINANCIAL GROUP, LLC | $2.3M |
| 8 | Centennial Wealth Advisory LLC | $1.3M |
| 9 | DHJJ Financial Advisors, Ltd. | $1.0M |
| 10 | DRIVE WEALTH MANAGEMENT, LLC | $808.9K |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $274.3K |
| 12 | BENJAMIN EDWARDS INC | $272.8K |
| 13 | COLUMBIA ADVISORY PARTNERS LLC | $265.3K |
| 14 | J.W. COLE ADVISORS, INC. | $256.2K |
| 15 | IFP Advisors, Inc | $252.2K |
| 16 | BARRETT & COMPANY, INC. | $83.6K |
| 17 | Farther Finance Advisors, LLC | $69.5K |
| 18 | LANARK FINANCIAL, INC. | $62.8K |
| 19 | VSM Wealth Advisory, LLC | $17.1K |
| 20 | Wilkerson Advisory Group LLC | $10.2K |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$3.7M | |
| 2 | +$790.8K | |
| 3 | +$639.0K | |
| 4 | +$626.8K | |
| 5 | +$298.3K | |
| 6 | +$256.2K | |
| 7 | +$215.6K | |
| 8 | +$177.5K | |
| 9 | +$101.8K | |
| 10 | +$20.3K | |
| 11 | +$17.4K | |
| 12 | +$14.1K | |
| 13 | +$7.4K | |
| 14 | +$5.5K | |
| 15 | +$3.7K | |
| 16 | +$1.1K | |
| 17 | +$666 | |
| 18 | -$38 | |
| 19 | -$1.2K | |
| 20 | -$2.5M | |
| 21 | -$4.4M |