Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | Systelligence, LLC | $14.7M |
| 2 | Compass Financial Services Inc | $11.7M |
| 3 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $11.3M |
| 4 | ShoreHaven Wealth Partners, LLC | $6.9M |
| 5 | J.W. COLE ADVISORS, INC. | $5.9M |
| 6 | Roger Wittlin Investment Advisory, LLC | $3.1M |
| 7 | FORONJY FINANCIAL LLC | $2.1M |
| 8 | Merit Financial Group, LLC | $2.0M |
| 9 | CoreCap Advisors, LLC | $1.4M |
| 10 | Wealthcare Advisory Partners LLC | $540.0K |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $409.0K |
| 12 | SAX WEALTH ADVISORS, LLC | $304.6K |
| 13 | AdvisorNet Financial, Inc | $302.5K |
| 14 | Dynamic Advisor Solutions LLC | $280.3K |
| 15 | LANARK FINANCIAL, INC. | $258.7K |
| 16 | Focus Financial Network, Inc. | $235.8K |
| 17 | Professional Financial Advisors, LLC | $207.3K |
| 18 | Golden State Wealth Management, LLC | $134.9K |
| 19 | SIGNATUREFD, LLC | $71.5K |
| 20 | HARBOR INVESTMENT ADVISORY, LLC | $31.0K |
| 21 | ELEVATION WEALTH PARTNERS, LLC | $17.9K |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$2.1M | |
| 2 | +$1.5M | |
| 3 | +$1.2M | |
| 4 | +$637.0K | |
| 5 | +$597.3K | |
| 6 | +$304.6K | |
| 7 | +$235.8K | |
| 8 | +$207.3K | |
| 9 | +$202.5K | |
| 10 | +$172.2K | |
| 11 | +$135.6K | |
| 12 | +$134.9K | |
| 13 | +$87.7K | |
| 14 | +$80.0K | |
| 15 | +$65.6K | |
| 16 | +$54.9K | |
| 17 | +$37.8K | |
| 18 | +$7.0K | |
| 19 | +$3.0K | |
| 20 | +$1.7K | |
| 21 | -$24.7K | |
| 22 | -$1.5M |