Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | PMG Family Office LLC | $4.1M |
| 2 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.5M |
| 3 | LAUREL OAK WEALTH MANAGEMENT, LLC | $1.1M |
| 4 | RMR Wealth Builders | $1.1M |
| 5 | BENJAMIN EDWARDS INC | $948.2K |
| 6 | Shaker Financial Services, LLC | $850.3K |
| 7 | Smith Asset Management Co., LLC | $845.9K |
| 8 | David J Yvars Group | $660.1K |
| 9 | LVZ, Inc. | $598.8K |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $537.8K |
| 11 | SteelPeak Wealth, LLC | $448.6K |
| 12 | J.W. COLE ADVISORS, INC. | $376.7K |
| 13 | LANARK FINANCIAL, INC. | $374.6K |
| 14 | Capital Investment Advisory Services, LLC | $296.3K |
| 15 | Attessa Capital LLC | $289.5K |
| 16 | VISTA INVESTMENT PARTNERS II, LLC | $215.0K |
| 17 | Farther Finance Advisors, LLC | $121.6K |
| 18 | CoreCap Advisors, LLC | $77.7K |
| 19 | Allied Private Wealth LLC | $30.4K |
| 20 | GoalVest Advisory LLC | $13.1K |
| 21 | Noble Wealth Management PBC | $12.1K |
| 22 | MB, LEVIS & ASSOCIATES, LLC | $11.3K |
| 23 | Atlantic Edge Private Wealth Management, LLC | $6.7K |
| 24 | IFP Advisors, Inc | $4.1K |
| 25 | VSM Wealth Advisory, LLC | $970 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$1.1M | |
| 3 | +$392.8K | |
| 4 | +$376.7K | |
| 5 | +$303.5K | |
| 6 | +$296.3K | |
| 7 | +$291.5K | |
| 8 | +$289.5K | |
| 9 | +$241.2K | |
| 10 | +$236.3K | |
| 11 | +$215.0K | |
| 12 | +$135.5K | |
| 13 | +$122.2K | |
| 14 | +$71.9K | |
| 15 | +$33.6K | |
| 16 | +$23.0K | |
| 17 | +$12.1K | |
| 18 | +$11.3K | |
| 19 | +$6.7K | |
| 20 | +$4.1K | |
| 21 | +$3.9K | |
| 22 | +$287 | |
| 23 | -$2.8K | |
| 24 | -$44.8K | |
| 25 | -$3.0M |