Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Next Level Private LLC | $25.9M |
| 2 | Melone Private Wealth, LLC | $18.4M |
| 3 | D.A. DAVIDSON & CO. | $7.8M |
| 4 | IFP Advisors, Inc | $2.0M |
| 5 | Lantz Financial LLC | $1.8M |
| 6 | Dorato Capital Management | $1.8M |
| 7 | J.W. COLE ADVISORS, INC. | $1.3M |
| 8 | DAVENPORT & Co LLC | $1.2M |
| 9 | Focus Financial Network, Inc. | $606.5K |
| 10 | Capital Investment Advisory Services, LLC | $527.3K |
| 11 | Summit Investment Advisory Services, LLC | $473.2K |
| 12 | Great Point Wealth Advisors, LLC | $422.4K |
| 13 | MARATHON CAPITAL MANAGEMENT | $331.2K |
| 14 | Diligent Investors, LLC | $205.6K |
| 15 | Spire Wealth Management | $59.0K |
| 16 | NorthAvenue LLC | $21.8K |
| 17 | Decker Retirement Planning Inc. | $18.3K |
| 18 | Kozak & Associates, Inc. | $15.6K |
| 19 | CoreCap Advisors, LLC | $15.0K |
| 20 | HARBOR INVESTMENT ADVISORY, LLC | $14.0K |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$3.9M | |
| 2 | +$2.3M | |
| 3 | +$1.9M | |
| 4 | +$652.5K | |
| 5 | +$331.2K | |
| 6 | +$323.6K | |
| 7 | +$257.8K | |
| 8 | +$205.6K | |
| 9 | +$196.8K | |
| 10 | +$153.3K | |
| 11 | +$71.4K | |
| 12 | +$45.8K | |
| 13 | +$31.1K | |
| 14 | +$21.8K | |
| 15 | +$18.3K | |
| 16 | +$5.7K | |
| 17 | +$1.5K | |
| 18 | +$1.4K | |
| 19 | +$980 | |
| 20 | -$19.7K | |
| 21 | -$46.9K |