Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | MBL Wealth, LLC | $9.4M |
| 2 | Whitaker-Myers Wealth Managers, LTD. | $1.4M |
| 3 | B. Riley Wealth Advisors, Inc. | $666.6K |
| 4 | Capital Investment Advisory Services, LLC | $573.0K |
| 5 | UNIQUE WEALTH, LLC | $564.9K |
| 6 | WADDELL & ASSOCIATES, LLC | $484.0K |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $412.3K |
| 8 | J2 Capital Management Inc | $405.5K |
| 9 | J.W. COLE ADVISORS, INC. | $395.3K |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $347.9K |
| 11 | TCFG Investment Advisors, LLC | $279.3K |
| 12 | EverSource Wealth Advisors, LLC | $43.8K |
| 13 | Register Financial Advisors LLC | $37.0K |
| 14 | IFP Advisors, Inc | $16.1K |
| 15 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.1K |
| 16 | Lodestone Wealth Management LLC | $84 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$564.9K | |
| 3 | +$395.3K | |
| 4 | +$107.5K | |
| 5 | +$105.0K | |
| 6 | +$83.6K | |
| 7 | +$78.6K | |
| 8 | +$60.9K | |
| 9 | +$5.5K | |
| 10 | +$4.6K | |
| 11 | +$2.0K | |
| 12 | +$460 | |
| 13 | -$2.8K | |
| 14 | -$13.8K | |
| 15 | -$78.1K | |
| 16 | -$266.8K | |
| 17 | -$302.4K |