Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $3.3M |
| 2 | J.W. COLE ADVISORS, INC. | $1.8M |
| 3 | CoreCap Advisors, LLC | $1.8M |
| 4 | Keudell/Morrison Wealth Management | $811.2K |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $579.3K |
| 6 | Noble Wealth Management PBC | $489.6K |
| 7 | Mallini Complete Financial Planning LLC | $400.7K |
| 8 | EverSource Wealth Advisors, LLC | $381.6K |
| 9 | Apollon Wealth Management, LLC | $372.3K |
| 10 | TrueMark Investments, LLC | $355.9K |
| 11 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $294.5K |
| 12 | Vanguard Capital Wealth Advisors | $213.9K |
| 13 | SeaCrest Wealth Management, LLC | $170.2K |
| 14 | B. Riley Wealth Advisors, Inc. | $153.6K |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $90.0K |
| 16 | Wealth Alliance Advisory Group, LLC | $85.6K |
| 17 | WILLNER & HELLER, LLC | $78.5K |
| 18 | Amplius Wealth Advisors, LLC | $78.4K |
| 19 | JOHNSON INVESTMENT COUNSEL INC | $74.9K |
| 20 | HIGHLINE WEALTH PARTNERS LLC | $27.3K |
| 21 | Bogart Wealth, LLC | $21.4K |
| 22 | JNBA Financial Advisors | $20.6K |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $7.1K |
| 24 | Essential Investment Partners LLC | $3.6K |
| 25 | JFS WEALTH ADVISORS, LLC | $735 |
| 26 | FNY Investment Advisers, LLC | $8 |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$1.8M | |
| 2 | +$746.4K | |
| 3 | +$80.2K | |
| 4 | +$60.8K | |
| 5 | +$53.7K | |
| 6 | +$23.3K | |
| 7 | +$21.4K | |
| 8 | +$21.2K | |
| 9 | +$14.5K | |
| 10 | +$12.3K | |
| 11 | +$9.9K | |
| 12 | +$7.2K | |
| 13 | +$5.5K | |
| 14 | +$3.7K | |
| 15 | +$2.9K | |
| 16 | +$2.9K | |
| 17 | +$2.6K | |
| 18 | +$2.6K | |
| 19 | +$2.5K | |
| 20 | +$1.6K | |
| 21 | +$1.3K | |
| 22 | +$735 | |
| 23 | +$240 | |
| 24 | +$120 | |
| 25 | $0 | |
| 26 | -$3.8K | |
| 27 | -$16.6K | |
| 28 | -$33.0K | |
| 29 | -$302.8K |