Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Sound Income Strategies, LLC | $41.5M |
| 2 | Hennion & Walsh Asset Management, Inc. | $5.6M |
| 3 | Sonoma Allocations LLC | $2.5M |
| 4 | Ferguson Shapiro LLC | $1.7M |
| 5 | Whitcomb & Hess, Inc. | $1.5M |
| 6 | Farther Finance Advisors, LLC | $1.0M |
| 7 | Sage Advisory Services, Ltd.Co. | $891.0K |
| 8 | Focus Financial Network, Inc. | $869.7K |
| 9 | J.W. COLE ADVISORS, INC. | $652.0K |
| 10 | Rareview Capital LLC | $486.7K |
| 11 | LexAurum Advisors, LLC | $478.1K |
| 12 | Etesian Wealth Advisors, Inc. | $408.3K |
| 13 | Yoffe Investment Management, LLC | $340.5K |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $273.3K |
| 15 | Apollon Wealth Management, LLC | $222.3K |
| 16 | SBI Securities Co., Ltd. | $100.5K |
| 17 | Capital Investment Advisory Services, LLC | $9.3K |
| 18 | Blue Trust, Inc. | $7.4K |
| 19 | IFP Advisors, Inc | $302 |
| 20 | TSFG, LLC | $4 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$1.7M | |
| 2 | +$1.4M | |
| 3 | +$982.1K | |
| 4 | +$498.6K | |
| 5 | +$88.8K | |
| 6 | +$82.0K | |
| 7 | +$80.6K | |
| 8 | +$76.5K | |
| 9 | +$47.2K | |
| 10 | +$22.6K | |
| 11 | +$17.0K | |
| 12 | +$15.1K | |
| 13 | +$6.4K | |
| 14 | +$302 | |
| 15 | +$175 | |
| 16 | +$141 | |
| 17 | $0 | |
| 18 | -$468 | |
| 19 | -$2.5K | |
| 20 | -$4.1K | |
| 21 | -$6.3K | |
| 22 | -$19.1K | |
| 23 | -$96.7K |