Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | AFFINITY WEALTH MANAGEMENT LLC | $16.7M |
| 2 | Ameliora Wealth Management Ltd. | $7.8M |
| 3 | Financial Enhancement Group LLC | $3.7M |
| 4 | Next Level Private LLC | $979.6K |
| 5 | COOKSON PEIRCE & CO INC | $968.9K |
| 6 | LAUREL OAK WEALTH MANAGEMENT, LLC | $965.6K |
| 7 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $700.4K |
| 8 | Onyx Bridge Wealth Group LLC | $615.5K |
| 9 | SHEETS SMITH WEALTH MANAGEMENT | $541.0K |
| 10 | GFG Capital, LLC | $480.5K |
| 11 | FIRST CITIZENS BANK & TRUST CO | $446.4K |
| 12 | Merit Financial Group, LLC | $429.9K |
| 13 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $401.8K |
| 14 | Wealthcare Advisory Partners LLC | $234.4K |
| 15 | GRIFFIN ASSET MANAGEMENT, INC. | $214.1K |
| 16 | FIRST UNITED BANK & TRUST | $114.8K |
| 17 | Cape Investment Advisory, Inc. | $17.8K |
| 18 | HIGHLINE WEALTH PARTNERS LLC | $11.5K |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$2.2M | |
| 2 | +$1.9M | |
| 3 | +$214.1K | |
| 4 | +$167.5K | |
| 5 | +$140.0K | |
| 6 | +$121.7K | |
| 7 | +$64.9K | |
| 8 | +$64.2K | |
| 9 | +$57.6K | |
| 10 | +$53.5K | |
| 11 | +$48.2K | |
| 12 | +$42.2K | |
| 13 | +$30.6K | |
| 14 | +$17.8K | |
| 15 | +$13.8K | |
| 16 | +$13.3K | |
| 17 | +$11.5K | |
| 18 | -$66.6K | |
| 19 | -$1.2M |