Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | EVERGREEN CAPITAL MANAGEMENT LLC | $14.8M |
| 2 | AdvisorNet Financial, Inc | $7.6M |
| 3 | Balefire, LLC | $4.4M |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $3.9M |
| 5 | Arlington Capital Management, Inc. | $1.1M |
| 6 | Wealthcare Advisory Partners LLC | $447.2K |
| 7 | AlphaCentric Advisors LLC | $446.1K |
| 8 | Antonelli Financial Advisors, LLC | $409.0K |
| 9 | J.W. COLE ADVISORS, INC. | $293.8K |
| 10 | Fortitude Family Office, LLC | $278.9K |
| 11 | LANARK FINANCIAL, INC. | $274.5K |
| 12 | Sage Advisory Services, Ltd.Co. | $229.0K |
| 13 | Brookstone Capital Management | $220.0K |
| 14 | IFP Advisors, Inc | $207.4K |
| 15 | Triumph Capital Management | $121.0K |
| 16 | Miller Global Investments, LLC | $23.9K |
| 17 | Transce3nd, LLC | $16.3K |
| 18 | Farther Finance Advisors, LLC | $10.7K |
| 19 | Investors Research Corp | $3.9K |
| 20 | Golden State Wealth Management, LLC | $3.6K |
| 21 | Spire Wealth Management | $2.1K |
| 22 | DHJJ Financial Advisors, Ltd. | $1.1K |
| 23 | PARK AVENUE SECURITIES LLC | $670 |
| 24 | SBI Securities Co., Ltd. | $265 |
| 25 | CX Institutional | $9 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$1.4M | |
| 2 | +$531.2K | |
| 3 | +$512.2K | |
| 4 | +$250.8K | |
| 5 | +$108.5K | |
| 6 | +$78.1K | |
| 7 | +$33.1K | |
| 8 | +$11.0K | |
| 9 | +$8.8K | |
| 10 | +$6.0K | |
| 11 | +$627 | |
| 12 | +$295 | |
| 13 | +$174 | |
| 14 | +$116 | |
| 15 | +$103 | |
| 16 | +$56 | |
| 17 | +$29 | |
| 18 | $0 | |
| 19 | -$121 | |
| 20 | -$5.8K | |
| 21 | -$22.3K | |
| 22 | -$23.9K | |
| 23 | -$29.0K | |
| 24 | -$34.2K | |
| 25 | -$47.2K | |
| 26 | -$120.0K |