Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | SBI Securities Co., Ltd. | $36.4M |
| 2 | Traynor Capital Management, Inc. | $17.1M |
| 3 | TRUE Private Wealth Advisors | $4.9M |
| 4 | Grandview Asset Management LLC | $3.5M |
| 5 | Sage Capital Management, LLC | $1.5M |
| 6 | CPR Investments Inc. | $1.3M |
| 7 | Trinity Legacy Partners, LLC | $1.3M |
| 8 | Stonebridge Financial Group, LLC | $926.5K |
| 9 | Farther Finance Advisors, LLC | $868.3K |
| 10 | J. M. Brown & Associates Inc. | $754.8K |
| 11 | BURNEY CO/ | $745.2K |
| 12 | Main Street Group, LTD | $601.7K |
| 13 | Onyx Bridge Wealth Group LLC | $578.3K |
| 14 | Kelly Financial Services LLC | $567.7K |
| 15 | APS Management Group, Inc. | $556.8K |
| 16 | Westmount Partners, LLC | $508.1K |
| 17 | WEST MICHIGAN ADVISORS, LLC | $432.8K |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $409.6K |
| 19 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $384.2K |
| 20 | Herold Advisors, Inc. | $363.0K |
| 21 | PFG Investments, LLC | $302.9K |
| 22 | LWM ADVISORS INC | $253.8K |
| 23 | Dynamic Advisor Solutions LLC | $222.7K |
| 24 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $76.1K |
| 25 | TOTH FINANCIAL ADVISORY CORP | $24.7K |
| 26 | SIGNATUREFD, LLC | $23.1K |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$18.6M | |
| 2 | +$11.1M | |
| 3 | +$3.1M | |
| 4 | +$2.2M | |
| 5 | +$1.3M | |
| 6 | +$968.1K | |
| 7 | +$556.8K | |
| 8 | +$508.1K | |
| 9 | +$471.6K | |
| 10 | +$465.7K | |
| 11 | +$451.4K | |
| 12 | +$409.6K | |
| 13 | +$373.9K | |
| 14 | +$366.4K | |
| 15 | +$361.6K | |
| 16 | +$302.9K | |
| 17 | +$253.8K | |
| 18 | +$222.7K | |
| 19 | +$116.4K | |
| 20 | +$98.7K | |
| 21 | +$76.1K | |
| 22 | +$38.0K | |
| 23 | +$15.4K | |
| 24 | +$9.2K | |
| 25 | $0 | |
| 26 | -$383.7K | |
| 27 | -$696.7K |