Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | Pines Wealth Management, LLC | $20.4M |
| 2 | Pathway Financial Advisors LLC | $15.6M |
| 3 | Strategic Investment Solutions, Inc. /IL | $8.1M |
| 4 | Farther Finance Advisors, LLC | $7.8M |
| 5 | GUYASUTA INVESTMENT ADVISORS INC | $5.4M |
| 6 | Capital Investment Services of America, Inc. | $4.2M |
| 7 | North Capital, Inc. | $2.1M |
| 8 | Sara-Bay Financial | $2.0M |
| 9 | Attessa Capital LLC | $1.3M |
| 10 | HARBOUR INVESTMENT MANAGEMENT LLC | $1.2M |
| 11 | ORSER CAPITAL MANAGEMENT, LLC | $1.0M |
| 12 | HARBOR INVESTMENT ADVISORY, LLC | $800.6K |
| 13 | Mills Wealth Advisors LLC | $779.9K |
| 14 | TMB Capital Partners, LLC | $750.7K |
| 15 | Wealthquest Corp | $742.2K |
| 16 | Burton Enright Welch | $676.8K |
| 17 | Mullaney, Keating & Wright, Inc. | $653.4K |
| 18 | Forum Financial Management, LP | $373.0K |
| 19 | Crown Wealth Group, LLC | $351.1K |
| 20 | Randolph Co Inc | $299.4K |
| 21 | DiNuzzo Private Wealth, Inc. | $200.7K |
| 22 | FIDUCIARY ADVISORS, INC. | $61.0K |
| 23 | IFP Advisors, Inc | $36.5K |
| 24 | Rye Brook Capital LLC | $414 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$7.2M | |
| 2 | +$2.0M | |
| 3 | +$800.6K | |
| 4 | +$779.9K | |
| 5 | +$671.1K | |
| 6 | +$653.4K | |
| 7 | +$373.0K | |
| 8 | +$299.4K | |
| 9 | +$273.3K | |
| 10 | +$104.7K | |
| 11 | +$72.6K | |
| 12 | +$528 | |
| 13 | +$414 | |
| 14 | +$303 | |
| 15 | $0 | |
| 16 | $0 | |
| 17 | -$2.3K | |
| 18 | -$20.1K | |
| 19 | -$111.1K | |
| 20 | -$217.3K | |
| 21 | -$484.2K | |
| 22 | -$616.8K | |
| 23 | -$741.9K | |
| 24 | -$1.7M | |
| 25 | -$1.8M | |
| 26 | -$3.7M |