Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | SimpliFi, Inc. | $13.4M |
| 2 | Noble Wealth Management PBC | $1.8M |
| 3 | Farther Finance Advisors, LLC | $1.6M |
| 4 | Great Waters Wealth Management | $680.2K |
| 5 | Orgel Wealth Management, LLC | $595.2K |
| 6 | 180 WEALTH ADVISORS, LLC | $522.5K |
| 7 | IFP Advisors, Inc | $294.5K |
| 8 | Clark Asset Management, LLC | $290.5K |
| 9 | WORLD EQUITY GROUP, INC. | $228.0K |
| 10 | UHLMANN PRICE SECURITIES, LLC | $221.8K |
| 11 | Spinnaker Investment Group, LLC | $220.9K |
| 12 | SBI Securities Co., Ltd. | $71.9K |
| 13 | Princeton Global Asset Management LLC | $51.5K |
| 14 | LANARK FINANCIAL, INC. | $15.5K |
| 15 | AdvisorNet Financial, Inc | $6.6K |
| 16 | Capital Advisors, Ltd. LLC | $880 |
| 17 | DHJJ Financial Advisors, Ltd. | $654 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$2.2M | |
| 2 | +$361.7K | |
| 3 | +$263.0K | |
| 4 | +$228.0K | |
| 5 | +$221.8K | |
| 6 | +$220.9K | |
| 7 | +$119.8K | |
| 8 | +$107.7K | |
| 9 | +$98.8K | |
| 10 | +$55.7K | |
| 11 | +$54.9K | |
| 12 | +$9.7K | |
| 13 | +$7.9K | |
| 14 | +$2.9K | |
| 15 | +$1.3K | |
| 16 | +$167 | |
| 17 | +$124 | |
| 18 | -$2.7K | |
| 19 | -$7.0K | |
| 20 | -$634.4K |