Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | J.W. COLE ADVISORS, INC. | $1.5M |
| 2 | Cordoba Advisory Partners LLC | $375.8K |
| 3 | Apollon Wealth Management, LLC | $340.5K |
| 4 | Prospera Financial Services Inc | $194.4K |
| 5 | Abel Hall, LLC | $175.2K |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $158.8K |
| 7 | Fermata Advisors, LLC | $151.5K |
| 8 | Attessa Capital LLC | $151.2K |
| 9 | Parisi Gray Wealth Management | $87.6K |
| 10 | Triumph Capital Management | $38.0K |
| 11 | Security National Bank | $35.0K |
| 12 | AdvisorNet Financial, Inc | $25.1K |
| 13 | CoreCap Advisors, LLC | $20.7K |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $19.4K |
| 15 | HIGHLINE WEALTH PARTNERS LLC | $5.3K |
| 16 | IFP Advisors, Inc | $3.5K |
| 17 | Bangor Savings Bank | $1.3K |
| 18 | Farther Finance Advisors, LLC | $909 |
| 19 | JFS WEALTH ADVISORS, LLC | $228 |
| 20 | PARK AVENUE SECURITIES LLC | $106 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$1.5M | |
| 2 | +$230.5K | |
| 3 | +$158.8K | |
| 4 | +$151.2K | |
| 5 | +$35.0K | |
| 6 | +$1.3K | |
| 7 | +$228 | |
| 8 | +$106 | |
| 9 | -$66 | |
| 10 | -$408 | |
| 11 | -$612 | |
| 12 | -$2.4K | |
| 13 | -$3.5K | |
| 14 | -$6.9K | |
| 15 | -$10.2K | |
| 16 | -$10.2K | |
| 17 | -$15.1K | |
| 18 | -$20.4K | |
| 19 | -$26.2K | |
| 20 | -$30.0K | |
| 21 | -$31.1K | |
| 22 | -$68.5K | |
| 23 | -$978.0K |