Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $3.8M |
| 2 | Blue Zone Wealth Advisors, LLC | $2.0M |
| 3 | Smith Asset Management Co., LLC | $666.4K |
| 4 | LANARK FINANCIAL, INC. | $512.4K |
| 5 | Prospera Financial Services Inc | $218.6K |
| 6 | Fortitude Advisory Group L.L.C. | $205.8K |
| 7 | MAIMON WEALTH MANAGEMENT LTD. | $124.9K |
| 8 | IFP Advisors, Inc | $33.3K |
| 9 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $23.7K |
| 10 | Bogart Wealth, LLC | $20.2K |
| 11 | Crews Bank & Trust | $16.9K |
| 12 | Blue Trust, Inc. | $16.4K |
| 13 | LifeSteps Financial, Inc. | $12.5K |
| 14 | Farther Finance Advisors, LLC | $10.6K |
| 15 | Moisand Fitzgerald Tamayo, LLC | $6.2K |
| 16 | HIGHLINE WEALTH PARTNERS LLC | $3.7K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$2.3M | |
| 2 | +$61.9K | |
| 3 | +$18.8K | |
| 4 | +$12.5K | |
| 5 | +$5.2K | |
| 6 | +$3.3K | |
| 7 | +$514 | |
| 8 | -$30 | |
| 9 | -$50 | |
| 10 | -$93 | |
| 11 | -$131 | |
| 12 | -$135 | |
| 13 | -$162 | |
| 14 | -$513 | |
| 15 | -$26.9K | |
| 16 | -$138.5K | |
| 17 | -$147.3K | |
| 18 | -$194.0K |