Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | Goldstein Advisors, LLC | $29.1M |
| 2 | TRAPHAGEN INVESTMENT ADVISORS LLC | $18.9M |
| 3 | Ocean Park Asset Management, LLC | $6.4M |
| 4 | Colonial River Investments, LLC | $6.1M |
| 5 | Onyx Bridge Wealth Group LLC | $4.6M |
| 6 | Noble Wealth Management PBC | $3.0M |
| 7 | Apollon Financial, LLC | $2.7M |
| 8 | Berbice Capital Management LLC | $2.3M |
| 9 | Brookwood Investment Group LLC | $889.2K |
| 10 | FLAGSHIP HARBOR ADVISORS, LLC | $807.9K |
| 11 | PRESILIUM PRIVATE WEALTH, LLC | $547.2K |
| 12 | Hibernia Wealth Partners, LLC | $436.4K |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $354.9K |
| 14 | Capital Investment Advisory Services, LLC | $314.9K |
| 15 | XML Financial, LLC | $302.4K |
| 16 | SHEETS SMITH WEALTH MANAGEMENT | $219.1K |
| 17 | Essential Investment Partners LLC | $146.5K |
| 18 | Farther Finance Advisors, LLC | $58.6K |
| 19 | Grove Bank & Trust | $57.7K |
| 20 | Ritter Daniher Financial Advisory LLC / DE | $42.9K |
| 21 | Vision Retirement, LLC | $10.3K |
| 22 | Tradewinds Capital Management, LLC | $4.6K |
| 23 | LANARK FINANCIAL, INC. | $4.6K |
| 24 | Aurora Private Wealth, Inc. | $1.6K |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$8.3M | |
| 2 | +$6.6M | |
| 3 | +$6.4M | |
| 4 | +$5.1M | |
| 5 | +$1.3M | |
| 6 | +$887.5K | |
| 7 | +$709.8K | |
| 8 | +$687.8K | |
| 9 | +$547.2K | |
| 10 | +$436.4K | |
| 11 | +$271.5K | |
| 12 | +$219.1K | |
| 13 | +$216.1K | |
| 14 | +$198.6K | |
| 15 | +$94.9K | |
| 16 | +$65.1K | |
| 17 | +$40.3K | |
| 18 | +$15.9K | |
| 19 | +$15.4K | |
| 20 | +$11.8K | |
| 21 | +$10.3K | |
| 22 | +$4.6K | |
| 23 | +$1.3K | |
| 24 | +$824 | |
| 25 | -$5.8K |