Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | Trilogy Capital Inc. | $1.8M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $922.1K |
| 3 | GILPIN WEALTH MANAGEMENT, LLC | $795.7K |
| 4 | FLAGSHIP HARBOR ADVISORS, LLC | $769.9K |
| 5 | Capital Investment Advisory Services, LLC | $501.2K |
| 6 | Secure Asset Management, LLC | $428.2K |
| 7 | J.W. COLE ADVISORS, INC. | $345.1K |
| 8 | Cordant, Inc. | $74.4K |
| 9 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $71.6K |
| 10 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $68.0K |
| 11 | IFP Advisors, Inc | $46.2K |
| 12 | Farther Finance Advisors, LLC | $44.5K |
| 13 | DHJJ Financial Advisors, Ltd. | $41.4K |
| 14 | GAMMA Investing LLC | $28.5K |
| 15 | HARBOR INVESTMENT ADVISORY, LLC | $17.8K |
| 16 | StrongBox Wealth, LLC | $12.9K |
| 17 | Crews Bank & Trust | $11.8K |
| 18 | Fortis Group Advisors, LLC | $11.8K |
| 19 | HIGHLINE WEALTH PARTNERS LLC | $9.9K |
| 20 | Realta Investment Advisors | $7.2K |
| 21 | ARMSTRONG ADVISORY GROUP, INC | $7.1K |
| 22 | Bank & Trust Co | $7.1K |
| 23 | Spire Wealth Management | $6.2K |
| 24 | EverSource Wealth Advisors, LLC | $355 |
| 25 | Main Street Group, LTD | $118 |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$428.2K | |
| 2 | +$175.0K | |
| 3 | +$171.9K | |
| 4 | +$142.3K | |
| 5 | +$77.3K | |
| 6 | +$74.4K | |
| 7 | +$63.1K | |
| 8 | +$43.0K | |
| 9 | +$12.9K | |
| 10 | +$9.9K | |
| 11 | +$8.0K | |
| 12 | +$7.2K | |
| 13 | +$5.7K | |
| 14 | +$5.2K | |
| 15 | +$3.5K | |
| 16 | +$2.2K | |
| 17 | +$1.5K | |
| 18 | +$1.5K | |
| 19 | +$881 | |
| 20 | +$881 | |
| 21 | +$778 | |
| 22 | +$44 | |
| 23 | -$3.2K | |
| 24 | -$4.1K | |
| 25 | -$10.9K | |
| 26 | -$319.9K | |
| 27 | -$341.8K | |
| 28 | -$393.3K | |
| 29 | -$510.4K | |
| 30 | -$721.1K |