Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | FLAGSHIP HARBOR ADVISORS, LLC | $8.0M |
| 2 | 180 WEALTH ADVISORS, LLC | $3.1M |
| 3 | Formidable Asset Management, LLC | $2.7M |
| 4 | UHLMANN PRICE SECURITIES, LLC | $1.6M |
| 5 | KPP Advisory Services LLC | $505.3K |
| 6 | PMG Family Office LLC | $466.5K |
| 7 | DECISION INVESTMENTS, INC | $345.3K |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | $267.7K |
| 9 | Live Oak Private Wealth LLC | $264.6K |
| 10 | Merit Financial Group, LLC | $261.7K |
| 11 | Wealthcare Advisory Partners LLC | $237.6K |
| 12 | Shaker Financial Services, LLC | $220.6K |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $216.7K |
| 14 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $214.1K |
| 15 | VSM Wealth Advisory, LLC | $34.5K |
| 16 | CoreCap Advisors, LLC | $10.7K |
| 17 | Newton One Investments LLC | $10.2K |
| 18 | SALEM INVESTMENT COUNSELORS INC | $2.5K |
| 19 | Nexus Investment Management ULC | $640 |
| 20 | JFS WEALTH ADVISORS, LLC | $61 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$1.8M | |
| 2 | +$624.8K | |
| 3 | +$364.4K | |
| 4 | +$105.2K | |
| 5 | +$91.3K | |
| 6 | +$57.2K | |
| 7 | +$56.5K | |
| 8 | +$55.8K | |
| 9 | +$50.3K | |
| 10 | +$49.5K | |
| 11 | +$40.0K | |
| 12 | +$36.8K | |
| 13 | +$30.8K | |
| 14 | +$10.2K | |
| 15 | +$7.3K | |
| 16 | +$2.0K | |
| 17 | +$468 | |
| 18 | +$119 | |
| 19 | +$12 | |
| 20 | -$2.8K | |
| 21 | -$581.7K | |
| 22 | -$986.9K |