Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | NORTHBRIDGE FINANCIAL GROUP, LLC | $2.8M |
| 2 | Synergy Asset Management, LLC | $2.5M |
| 3 | BENJAMIN EDWARDS INC | $2.0M |
| 4 | CoreCap Advisors, LLC | $1.3M |
| 5 | TRUE BLUE FINANCIAL, LLC | $1.1M |
| 6 | J.W. COLE ADVISORS, INC. | $460.1K |
| 7 | Meridian Financial Advisors, LLC | $457.5K |
| 8 | Accel Wealth Management | $391.9K |
| 9 | Prospera Financial Services Inc | $391.9K |
| 10 | Farther Finance Advisors, LLC | $351.7K |
| 11 | Dynamic Advisor Solutions LLC | $340.0K |
| 12 | National Wealth Management Group, LLC | $249.0K |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $236.1K |
| 14 | B. Riley Wealth Advisors, Inc. | $209.2K |
| 15 | COLUMBIA ADVISORY PARTNERS LLC | $207.8K |
| 16 | IFP Advisors, Inc | $85.4K |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $28.4K |
| 18 | Bogart Wealth, LLC | $19.8K |
| 19 | Wagner Wealth Management, LLC | $9.9K |
| 20 | Capital Investment Advisory Services, LLC | $4.2K |
| 21 | Key FInancial Inc | $2.6K |
| 22 | Aurora Private Wealth, Inc. | $248 |
| 23 | SBI Securities Co., Ltd. | $84 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$2.5M | |
| 2 | +$1.2M | |
| 3 | +$460.1K | |
| 4 | +$412.5K | |
| 5 | +$351.7K | |
| 6 | +$323.4K | |
| 7 | +$249.0K | |
| 8 | +$236.1K | |
| 9 | +$209.2K | |
| 10 | +$207.8K | |
| 11 | +$103.2K | |
| 12 | +$99.5K | |
| 13 | +$62.9K | |
| 14 | +$53.5K | |
| 15 | +$22.4K | |
| 16 | +$15.3K | |
| 17 | +$6.3K | |
| 18 | +$5.2K | |
| 19 | +$4.2K | |
| 20 | +$2.6K | |
| 21 | +$682 | |
| 22 | +$248 | |
| 23 | +$22 | |
| 24 | -$9.3K | |
| 25 | -$13.7K |