Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | Gradient Investments LLC | $33.8M |
| 2 | Noble Wealth Management PBC | $5.0M |
| 3 | Berbice Capital Management LLC | $4.0M |
| 4 | Brookwood Investment Group LLC | $3.5M |
| 5 | Client First Investment Management LLC | $2.6M |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M |
| 7 | VISTA INVESTMENT PARTNERS II, LLC | $2.2M |
| 8 | WILLNER & HELLER, LLC | $933.4K |
| 9 | CoreCap Advisors, LLC | $783.7K |
| 10 | Wealthcare Advisory Partners LLC | $703.0K |
| 11 | Paladin Wealth, LLC | $615.3K |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $493.2K |
| 13 | Sylvest Advisors, LLC | $459.1K |
| 14 | Oxinas Partners, LLC | $375.4K |
| 15 | Farther Finance Advisors, LLC | $247.2K |
| 16 | Capital Investment Advisory Services, LLC | $238.3K |
| 17 | SteelPeak Wealth, LLC | $200.5K |
| 18 | GHP Investment Advisors, Inc. | $34.1K |
| 19 | Spire Wealth Management | $34.1K |
| 20 | Robinswood Financial LLC | $30.3K |
| 21 | LANARK FINANCIAL, INC. | $15.6K |
| 22 | IFP Advisors, Inc | $4.2K |
| 23 | Triumph Capital Management | $2.4K |
| 24 | Aurora Private Wealth, Inc. | $1.7K |
| 25 | WOLFF WIESE MAGANA LLC | $1.3K |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$33.8M | |
| 2 | +$4.0M | |
| 3 | +$2.8M | |
| 4 | +$2.6M | |
| 5 | +$2.6M | |
| 6 | +$2.5M | |
| 7 | +$2.2M | |
| 8 | +$664.6K | |
| 9 | +$615.3K | |
| 10 | +$493.2K | |
| 11 | +$459.1K | |
| 12 | +$450.3K | |
| 13 | +$238.3K | |
| 14 | +$200.5K | |
| 15 | +$170.0K | |
| 16 | +$104.7K | |
| 17 | +$30.3K | |
| 18 | +$18.4K | |
| 19 | +$17.4K | |
| 20 | +$17.4K | |
| 21 | +$15.6K | |
| 22 | +$4.2K | |
| 23 | +$2.3K | |
| 24 | +$1.3K | |
| 25 | +$1.0K |