Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Cyndeo Wealth Partners, LLC | $11.5M |
| 2 | Rareview Capital LLC | $2.4M |
| 3 | Capital Investment Advisory Services, LLC | $1.9M |
| 4 | Shaker Financial Services, LLC | $1.0M |
| 5 | E&G Advisors, LLC | $892.0K |
| 6 | Wealth Care LLC | $850.2K |
| 7 | Significant Wealth Partners LLC | $669.3K |
| 8 | Ramiah Investment Group | $433.0K |
| 9 | TrueMark Investments, LLC | $310.6K |
| 10 | DECISION INVESTMENTS, INC | $242.0K |
| 11 | MELFA WEALTH MANAGEMENT, INC. | $211.4K |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | $168.8K |
| 13 | Pine Valley Investments Ltd Liability Co | $146.7K |
| 14 | CoreCap Advisors, LLC | $86.4K |
| 15 | WEBSTER BANK, N. A. | $28.2K |
| 16 | Golden State Wealth Management, LLC | $15.3K |
| 17 | HIGHLINE WEALTH PARTNERS LLC | $12.5K |
| 18 | AdvisorNet Financial, Inc | $9.2K |
| 19 | Farther Finance Advisors, LLC | $4.9K |
| 20 | JFS WEALTH ADVISORS, LLC | $1.1K |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$441.3K | |
| 2 | +$208.9K | |
| 3 | +$200.6K | |
| 4 | +$37.6K | |
| 5 | +$20.5K | |
| 6 | +$11.8K | |
| 7 | +$7.8K | |
| 8 | +$1.1K | |
| 9 | +$348 | |
| 10 | $0 | |
| 11 | $0 | |
| 12 | $0 | |
| 13 | $0 | |
| 14 | $0 | |
| 15 | -$16 | |
| 16 | -$250 | |
| 17 | -$4.4K | |
| 18 | -$24.3K | |
| 19 | -$117.9K | |
| 20 | -$154.8K | |
| 21 | -$329.6K | |
| 22 | -$709.1K |