Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | J.W. COLE ADVISORS, INC. | $21.9M |
| 2 | Aegis Wealth Management, Inc. | $20.0M |
| 3 | Discipline Wealth Solutions, LLC | $16.4M |
| 4 | Lifestyle Asset Management, Inc. | $9.9M |
| 5 | Optivise Advisory Services LLC | $6.9M |
| 6 | Colonial River Investments, LLC | $3.2M |
| 7 | IFP Advisors, Inc | $2.0M |
| 8 | Brookstone Capital Management | $1.6M |
| 9 | Fiduciary Alliance LLC | $787.4K |
| 10 | Bison Wealth, LLC | $430.0K |
| 11 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $312.7K |
| 12 | J2 Capital Management Inc | $246.4K |
| 13 | Envestnet Portfolio Solutions, Inc. | $227.8K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$5.5M | |
| 2 | +$4.3M | |
| 3 | +$3.3M | |
| 4 | +$2.7M | |
| 5 | +$2.2M | |
| 6 | +$681.7K | |
| 7 | +$364.1K | |
| 8 | +$278.9K | |
| 9 | +$227.8K | |
| 10 | +$115.2K | |
| 11 | +$28.0K | |
| 12 | +$11.2K | |
| 13 | -$807.2K | |
| 14 | -$1.0M |