Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | MBL Wealth, LLC | $11.0M |
| 2 | Lifestyle Asset Management, Inc. | $9.7M |
| 3 | Legacy CG, LLC | $8.6M |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $8.4M |
| 5 | Wealthcare Advisory Partners LLC | $5.7M |
| 6 | Sage Advisory Services, Ltd.Co. | $5.7M |
| 7 | Envestnet Portfolio Solutions, Inc. | $4.2M |
| 8 | EXCHANGE TRADED CONCEPTS, LLC | $3.3M |
| 9 | Sonoma Allocations LLC | $3.2M |
| 10 | Central Pacific Bank - Trust Division | $2.7M |
| 11 | Rareview Capital LLC | $2.3M |
| 12 | Lewis Asset Management, LLC | $2.1M |
| 13 | Noble Wealth Management PBC | $2.0M |
| 14 | RFG Advisory, LLC | $1.9M |
| 15 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $1.1M |
| 16 | NEW WAVE WEALTH ADVISORS LLC | $1.1M |
| 17 | PFG Advisors | $569.3K |
| 18 | BENJAMIN EDWARDS INC | $491.7K |
| 19 | Farther Finance Advisors, LLC | $446.3K |
| 20 | VISTA INVESTMENT PARTNERS LLC | $442.4K |
| 21 | DAVENPORT & Co LLC | $290.6K |
| 22 | Raleigh Capital Management Inc. | $122.0K |
| 23 | Quest 10 Wealth Builders, Inc. | $21.7K |
| 24 | Davis Capital Management | $6.0K |
| 25 | Networth Advisors, LLC | $977 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$9.7M | |
| 2 | +$6.0M | |
| 3 | +$4.2M | |
| 4 | +$2.7M | |
| 5 | +$1.8M | |
| 6 | +$1.1M | |
| 7 | +$943.5K | |
| 8 | +$569.3K | |
| 9 | +$539.2K | |
| 10 | +$469.9K | |
| 11 | +$446.3K | |
| 12 | +$378.0K | |
| 13 | +$369.4K | |
| 14 | +$353.8K | |
| 15 | +$223.2K | |
| 16 | +$65.5K | |
| 17 | +$56.0K | |
| 18 | +$40.8K | |
| 19 | +$100 | |
| 20 | +$2 | |
| 21 | +$1 | |
| 22 | -$242 | |
| 23 | -$16.2K | |
| 24 | -$18.7K | |
| 25 | -$203.7K | |
| 26 | -$347.4K |