Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | UNIQUE WEALTH, LLC | $14.9M |
| 2 | Centerline Wealth Advisors, LLC | $11.3M |
| 3 | Storen Legacy Partners, LLC | $7.8M |
| 4 | Cyndeo Wealth Partners, LLC | $4.9M |
| 5 | Platform Technology Partners | $2.0M |
| 6 | Cardinal Point Capital Management ULC | $1.5M |
| 7 | Santori & Peters, Inc. | $1.3M |
| 8 | Fairvoy Private Wealth, LLC | $1.1M |
| 9 | DecisionMap Wealth Management, LLC | $887.9K |
| 10 | Traveka Wealth, LLC | $620.6K |
| 11 | MBL Wealth, LLC | $605.2K |
| 12 | SeaCrest Wealth Management, LLC | $505.0K |
| 13 | Madrona Financial Services, LLC | $487.5K |
| 14 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $267.6K |
| 15 | LANARK FINANCIAL, INC. | $20.6K |
| 16 | CoreCap Advisors, LLC | $6.0K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$2.9M | |
| 2 | +$1.6M | |
| 3 | +$1.4M | |
| 4 | +$253.2K | |
| 5 | +$247.7K | |
| 6 | +$230.6K | |
| 7 | +$222.5K | |
| 8 | +$125.5K | |
| 9 | +$91.2K | |
| 10 | +$85.7K | |
| 11 | +$83.6K | |
| 12 | +$70.8K | |
| 13 | +$46.9K | |
| 14 | +$4.9K | |
| 15 | +$3.5K | |
| 16 | +$1.0K |