Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Spire Wealth Management | $3.7M |
| 2 | Finivi Inc. | $3.5M |
| 3 | Merit Financial Group, LLC | $1.6M |
| 4 | BLUEDOOR PRIVATE WEALTH, LLC | $1.3M |
| 5 | CoreCap Advisors, LLC | $1.2M |
| 6 | ORSER CAPITAL MANAGEMENT, LLC | $317.3K |
| 7 | Corecam Pte. Ltd. | $233.8K |
| 8 | First Growth Capital LLC | $200.1K |
| 9 | LANARK FINANCIAL, INC. | $106.9K |
| 10 | Capital Investment Advisory Services, LLC | $55.5K |
| 11 | Barnes Dennig Private Wealth Management LLC | $28.3K |
| 12 | AdvisorNet Financial, Inc | $10.0K |
| 13 | Realta Investment Advisors | $7.9K |
| 14 | Golden State Wealth Management, LLC | $7.3K |
| 15 | IFP Advisors, Inc | $5.3K |
| 16 | Central Pacific Bank - Trust Division | $4.2K |
| 17 | TOTH FINANCIAL ADVISORY CORP | $1.1K |
| 18 | PARK AVENUE SECURITIES LLC | $475 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$3.7M | |
| 2 | +$3.5M | |
| 3 | +$398.1K | |
| 4 | +$389.4K | |
| 5 | +$243.8K | |
| 6 | +$233.8K | |
| 7 | +$200.1K | |
| 8 | +$28.3K | |
| 9 | +$25.9K | |
| 10 | +$24.1K | |
| 11 | +$13.4K | |
| 12 | +$10.0K | |
| 13 | +$2.6K | |
| 14 | +$1.8K | |
| 15 | +$1.3K | |
| 16 | +$1.1K | |
| 17 | +$1.0K | |
| 18 | +$117 | |
| 19 | -$2.9K | |
| 20 | -$14.0K | |
| 21 | -$15.3K |