Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Cyndeo Wealth Partners, LLC | $21.2M |
| 2 | FIFTH THIRD SECURITIES, INC. | $1.9M |
| 3 | AJ Advisors, LLC | $1.5M |
| 4 | Capital Investment Advisory Services, LLC | $1.4M |
| 5 | Greenline Wealth Management LLC | $733.4K |
| 6 | Hobart Private Capital, LLC | $677.8K |
| 7 | PFG Investments, LLC | $493.6K |
| 8 | IFP Advisors, Inc | $449.6K |
| 9 | Milestones Private Investment Advisors LLC | $425.8K |
| 10 | DAVENPORT & Co LLC | $355.3K |
| 11 | Stonebridge Financial Group, LLC / MO | $338.5K |
| 12 | Prospera Financial Services Inc | $306.4K |
| 13 | Allied Private Wealth LLC | $192.2K |
| 14 | Farther Finance Advisors, LLC | $72.0K |
| 15 | Cape Investment Advisory, Inc. | $58.4K |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $39.4K |
| 17 | FIRST COMMUNITY TRUST NA | $25.5K |
| 18 | CoreCap Advisors, LLC | $17.2K |
| 19 | AdvisorNet Financial, Inc | $9.8K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$1.5M | |
| 2 | +$925.5K | |
| 3 | +$560.4K | |
| 4 | +$125.9K | |
| 5 | +$72.5K | |
| 6 | +$58.4K | |
| 7 | +$24.5K | |
| 8 | +$23.4K | |
| 9 | +$9.8K | |
| 10 | +$2.0K | |
| 11 | +$171 | |
| 12 | +$160 | |
| 13 | +$108 | |
| 14 | -$351 | |
| 15 | -$9.1K | |
| 16 | -$18.0K | |
| 17 | -$41.0K | |
| 18 | -$47.4K |