Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | ANDERSON HOAGLAND & CO | $53.5M |
| 2 | Systelligence, LLC | $28.4M |
| 3 | Storen Legacy Partners, LLC | $10.1M |
| 4 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $2.2M |
| 5 | Onyx Bridge Wealth Group LLC | $2.2M |
| 6 | Apollon Wealth Management, LLC | $1.7M |
| 7 | PERRYMAN FINANCIAL ADVISORY INC /AD | $1.7M |
| 8 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.4M |
| 9 | Clark Asset Management, LLC | $1.1M |
| 10 | Physician Wealth Advisors, Inc. | $647.5K |
| 11 | J.W. COLE ADVISORS, INC. | $543.5K |
| 12 | Dynamic Advisor Solutions LLC | $427.3K |
| 13 | Harbor Asset Planning, Inc. | $400.9K |
| 14 | Greenline Wealth Management LLC | $369.0K |
| 15 | PARSONS CAPITAL MANAGEMENT INC/RI | $341.9K |
| 16 | First Citizens Financial Corp | $289.2K |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | $278.7K |
| 18 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $275.9K |
| 19 | LRI Investments, LLC | $228.6K |
| 20 | TFC Financial Management, Inc. | $173.3K |
| 21 | Bogart Wealth, LLC | $88.5K |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $78.0K |
| 23 | JNBA Financial Advisors | $67.6K |
| 24 | ST GERMAIN D J CO INC | $3.4K |
| 25 | Ritter Daniher Financial Advisory LLC / DE | $2.3K |
| 26 | Central Pacific Bank - Trust Division | $1.9K |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$11.7M | |
| 2 | +$5.8M | |
| 3 | +$1.0M | |
| 4 | +$543.5K | |
| 5 | +$469.2K | |
| 6 | +$437.1K | |
| 7 | +$369.0K | |
| 8 | +$341.9K | |
| 9 | +$290.8K | |
| 10 | +$252.8K | |
| 11 | +$139.9K | |
| 12 | +$130.7K | |
| 13 | +$88.2K | |
| 14 | +$62.0K | |
| 15 | +$60.0K | |
| 16 | +$56.8K | |
| 17 | +$40.1K | |
| 18 | +$32.5K | |
| 19 | +$31.7K | |
| 20 | +$21.4K | |
| 21 | +$10.9K | |
| 22 | +$9.5K | |
| 23 | +$607 | |
| 24 | +$416 | |
| 25 | +$241 | |
| 26 | -$21.8K | |
| 27 | -$53.7K | |
| 28 | -$56.2K | |
| 29 | -$281.1K | |
| 30 | -$653.7K |