Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Brookstone Capital Management | $4.7M |
| 2 | Prospera Financial Services Inc | $3.8M |
| 3 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $3.7M |
| 4 | Apollon Wealth Management, LLC | $3.1M |
| 5 | IFP Advisors, Inc | $3.0M |
| 6 | NAPLES GLOBAL ADVISORS, LLC | $2.2M |
| 7 | Dynamic Advisor Solutions LLC | $1.2M |
| 8 | Guided Capital Wealth Management, LLC | $749.5K |
| 9 | WINNACLE WEALTH LLC | $362.1K |
| 10 | FLAGSHIP HARBOR ADVISORS, LLC | $256.3K |
| 11 | LANARK FINANCIAL, INC. | $254.4K |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | $232.4K |
| 13 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $72.4K |
| 14 | HM PAYSON & CO | $57.6K |
| 15 | KERR FINANCIAL PLANNING Corp | $14.4K |
| 16 | Triumph Capital Management | $5.8K |
| 17 | Oakworth Capital, Inc. | $4.1K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$750.6K | |
| 2 | +$511.8K | |
| 3 | +$451.1K | |
| 4 | +$432.3K | |
| 5 | +$362.1K | |
| 6 | +$263.3K | |
| 7 | +$232.4K | |
| 8 | +$182.1K | |
| 9 | +$167.8K | |
| 10 | +$100.8K | |
| 11 | +$40.9K | |
| 12 | +$7.8K | |
| 13 | +$4.1K | |
| 14 | +$3.5K | |
| 15 | +$950 | |
| 16 | +$775 | |
| 17 | -$3.0M |