Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | SLT Holdings LLC | $625.2K |
| 2 | Wealth Management Partners, LLC | $576.5K |
| 3 | Sightline Wealth Advisors, LLC | $540.0K |
| 4 | Bison Wealth, LLC | $489.0K |
| 5 | J.W. COLE ADVISORS, INC. | $274.4K |
| 6 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $62.1K |
| 7 | SBI Securities Co., Ltd. | $37.0K |
| 8 | IFP Advisors, Inc | $30.5K |
| 9 | Triumph Capital Management | $22.7K |
| 10 | Capital Investment Advisory Services, LLC | $13.6K |
| 11 | EVOLUTION WEALTH MANAGEMENT INC. | $8.5K |
| 12 | BARRETT & COMPANY, INC. | $7.1K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$625.2K | |
| 2 | +$332.2K | |
| 3 | +$274.4K | |
| 4 | +$116.4K | |
| 5 | +$14.3K | |
| 6 | +$13.6K | |
| 7 | +$8.6K | |
| 8 | +$5.2K | |
| 9 | +$1.9K | |
| 10 | +$1.6K | |
| 11 | -$2.8K | |
| 12 | -$130.3K |