Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | Arlington Financial Advisors, LLC | $24.3M |
| 2 | 5T Wealth, LLC | $1.7M |
| 3 | UNIQUE WEALTH, LLC | $1.2M |
| 4 | MassMutual Private Wealth & Trust, FSB | $773.3K |
| 5 | IFP Advisors, Inc | $771.0K |
| 6 | AdvisorNet Financial, Inc | $668.2K |
| 7 | Farther Finance Advisors, LLC | $661.9K |
| 8 | LOCKERMAN FINANCIAL GROUP, INC. | $519.8K |
| 9 | Emergent Wealth Advisors, LLC | $459.8K |
| 10 | Envestnet Portfolio Solutions, Inc. | $407.2K |
| 11 | MN Wealth Advisors, LLC | $377.0K |
| 12 | FIRETHORN WEALTH PARTNERS, LLC | $324.5K |
| 13 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $292.6K |
| 14 | Ignite Planners, LLC | $219.6K |
| 15 | BENJAMIN EDWARDS INC | $201.5K |
| 16 | Capital Investment Advisory Services, LLC | $115.4K |
| 17 | HARBOR INVESTMENT ADVISORY, LLC | $38.5K |
| 18 | CARY STREET PARTNERS FINANCIAL LLC | $19.9K |
| 19 | Vision Retirement, LLC | $15.0K |
| 20 | LGT Financial Advisors LLC | $7.4K |
| 21 | Spire Wealth Management | $6.3K |
| 22 | PARK AVENUE SECURITIES LLC | $5.3K |
| 23 | ST GERMAIN D J CO INC | $5.3K |
| 24 | SBI Securities Co., Ltd. | $4.3K |
| 25 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $285 |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$2.5M | |
| 2 | +$345.6K | |
| 3 | +$201.5K | |
| 4 | +$180.8K | |
| 5 | +$119.4K | |
| 6 | +$44.6K | |
| 7 | +$37.6K | |
| 8 | +$29.7K | |
| 9 | +$12.4K | |
| 10 | +$4.1K | |
| 11 | +$1.3K | |
| 12 | +$661 | |
| 13 | +$624 | |
| 14 | +$619 | |
| 15 | +$440 | |
| 16 | -$303 | |
| 17 | -$3.0K | |
| 18 | -$3.1K | |
| 19 | -$54.0K | |
| 20 | -$61.9K | |
| 21 | -$94.5K | |
| 22 | -$186.1K | |
| 23 | -$227.6K | |
| 24 | -$303.7K | |
| 25 | -$330.1K | |
| 26 | -$480.0K | |
| 27 | -$676.1K | |
| 28 | -$796.0K |