Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | SIMS INVESTMENT MANAGEMENT, LLC | $18.2M |
| 2 | Cornell Pochily Investment Advisors, Inc. | $3.0M |
| 3 | VISTA INVESTMENT PARTNERS LLC | $2.6M |
| 4 | American Institute for Advanced Investment Management, LLP | $2.3M |
| 5 | Newman Dignan & Sheerar, Inc. | $1.7M |
| 6 | CoreCap Advisors, LLC | $1.1M |
| 7 | FIFTH THIRD SECURITIES, INC. | $1.0M |
| 8 | FLAGSHIP HARBOR ADVISORS, LLC | $917.1K |
| 9 | JNBA Financial Advisors | $849.7K |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $556.5K |
| 11 | Magnus Financial Group LLC | $475.8K |
| 12 | IAMS WEALTH MANAGEMENT, LLC | $390.7K |
| 13 | SigFig Wealth Management, LLC | $321.7K |
| 14 | Octavia Wealth Advisors, LLC | $297.5K |
| 15 | ENZI WEALTH | $247.9K |
| 16 | Envestnet Portfolio Solutions, Inc. | $211.9K |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $148.5K |
| 18 | WEST PACES ADVISORS INC. | $70.4K |
| 19 | Marshall & Sterling Wealth Advisors Inc. | $22.2K |
| 20 | Triumph Capital Management | $20.8K |
| 21 | Farther Finance Advisors, LLC | $17.4K |
| 22 | Evensky & Katz LLC | $2.1K |
| 23 | Capital Advisors, Ltd. LLC | $5 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$3.2M | |
| 2 | +$502.6K | |
| 3 | +$255.4K | |
| 4 | +$251.6K | |
| 5 | +$215.3K | |
| 6 | +$211.9K | |
| 7 | +$201.7K | |
| 8 | +$185.7K | |
| 9 | +$94.3K | |
| 10 | +$78.4K | |
| 11 | +$75.2K | |
| 12 | +$70.4K | |
| 13 | +$69.6K | |
| 14 | +$44.8K | |
| 15 | +$36.9K | |
| 16 | +$34.7K | |
| 17 | +$26.6K | |
| 18 | +$7.9K | |
| 19 | +$2.7K | |
| 20 | +$2.5K | |
| 21 | +$247 | |
| 22 | +$1 | |
| 23 | -$234 |