Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | VAQUERO PRIVATE WEALTH, LTD | $4.8M |
| 2 | J.W. COLE ADVISORS, INC. | $3.2M |
| 3 | Insight Inv LLC | $2.2M |
| 4 | White Wing Wealth Management | $1.6M |
| 5 | Mainsail Financial Group, LLC | $1.3M |
| 6 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $1.2M |
| 7 | WealthBridge Capital Management, LLC | $1.1M |
| 8 | INSPIRION WEALTH ADVISORS, LLC | $980.3K |
| 9 | Prospera Financial Services Inc | $920.7K |
| 10 | JAMES INVESTMENT RESEARCH, INC. | $913.9K |
| 11 | Dynamic Advisor Solutions LLC | $710.5K |
| 12 | BENJAMIN EDWARDS INC | $573.0K |
| 13 | Capital Investment Advisory Services, LLC | $561.0K |
| 14 | Envestnet Portfolio Solutions, Inc. | $471.6K |
| 15 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $391.1K |
| 16 | RFG Advisory, LLC | $375.8K |
| 17 | XML Financial, LLC | $233.0K |
| 18 | CoreCap Advisors, LLC | $158.3K |
| 19 | Farther Finance Advisors, LLC | $152.4K |
| 20 | IFP Advisors, Inc | $56.6K |
| 21 | Golden State Wealth Management, LLC | $32.5K |
| 22 | DHJJ Financial Advisors, Ltd. | $10.1K |
| 23 | VIMA LLC | $8.7K |
| 24 | EVOLUTION WEALTH MANAGEMENT INC. | $4.6K |
| 25 | CX Institutional | $47 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$1.6M | |
| 2 | +$141.2K | |
| 3 | +$133.1K | |
| 4 | +$118.3K | |
| 5 | +$101.0K | |
| 6 | +$50.6K | |
| 7 | +$37.1K | |
| 8 | +$27.0K | |
| 9 | +$15.3K | |
| 10 | +$5.2K | |
| 11 | +$227 | |
| 12 | +$14 | |
| 13 | +$3 | |
| 14 | +$1 | |
| 15 | $0 | |
| 16 | -$333 | |
| 17 | -$8.5K | |
| 18 | -$50.2K | |
| 19 | -$60.3K | |
| 20 | -$100.0K | |
| 21 | -$203.3K | |
| 22 | -$549.6K | |
| 23 | -$656.4K | |
| 24 | -$799.8K | |
| 25 | -$10.3M |