Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.3M |
| 2 | Worthington Financial Partners, LLC | $621.7K |
| 3 | Farther Finance Advisors, LLC | $571.6K |
| 4 | Nova Wealth Management, Inc. | $292.6K |
| 5 | Spire Wealth Management | $280.1K |
| 6 | Global View Capital Management LLC | $230.5K |
| 7 | Cornerstone Wealth Management, LLC | $226.3K |
| 8 | DHJJ Financial Advisors, Ltd. | $109.6K |
| 9 | City State Bank | $62.6K |
| 10 | LANARK FINANCIAL, INC. | $58.9K |
| 11 | CoreCap Advisors, LLC | $52.9K |
| 12 | SIGNATUREFD, LLC | $17.2K |
| 13 | Capital Investment Advisory Services, LLC | $15.8K |
| 14 | Physician Wealth Advisors, Inc. | $15.1K |
| 15 | DiNuzzo Private Wealth, Inc. | $4.8K |
| 16 | High Note Wealth, LLC | $3.1K |
| 17 | AdvisorNet Financial, Inc | $2.0K |
| 18 | HHM Wealth Advisors, LLC | $251 |
| 19 | Founders Capital Management | $211 |
| 20 | CX Institutional | $83 |
| 21 | Main Street Group, LTD | $63 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$4.7K | |
| 2 | +$251 | |
| 3 | $0 | |
| 4 | -$4 | |
| 5 | -$54 | |
| 6 | -$83 | |
| 7 | -$262 | |
| 8 | -$265 | |
| 9 | -$301 | |
| 10 | -$384 | |
| 11 | -$929 | |
| 12 | -$1.1K | |
| 13 | -$1.3K | |
| 14 | -$3.8K | |
| 15 | -$3.9K | |
| 16 | -$4.9K | |
| 17 | -$6.4K | |
| 18 | -$10.4K | |
| 19 | -$10.9K | |
| 20 | -$40.8K | |
| 21 | -$43.8K | |
| 22 | -$196.2K | |
| 23 | -$312.4K | |
| 24 | -$354.5K | |
| 25 | -$3.7M |