Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | Smith Asset Management Co., LLC | $1.9M |
| 2 | Bison Wealth, LLC | $1.8M |
| 3 | PMG Family Office LLC | $1.6M |
| 4 | MELFA WEALTH MANAGEMENT, INC. | $421.3K |
| 5 | Nepsis Inc. | $287.6K |
| 6 | Register Financial Advisors LLC | $277.0K |
| 7 | Strong Retirement Solutions LLC | $257.1K |
| 8 | Cornerstone Wealth Management, LLC | $242.7K |
| 9 | SeaCrest Wealth Management, LLC | $238.4K |
| 10 | J.W. COLE ADVISORS, INC. | $205.8K |
| 11 | Sowell Financial Services LLC | $187.3K |
| 12 | RFG Advisory, LLC | $180.2K |
| 13 | Cape Investment Advisory, Inc. | $146.7K |
| 14 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $98.3K |
| 15 | Darwin Wealth Management, LLC | $94.8K |
| 16 | CoreCap Advisors, LLC | $41.1K |
| 17 | IFP Advisors, Inc | $40.7K |
| 18 | Activest Wealth Management | $37.7K |
| 19 | EverSource Wealth Advisors, LLC | $5.2K |
| 20 | HIGHLINE WEALTH PARTNERS LLC | $4.8K |
| 21 | AdvisorNet Financial, Inc | $3.2K |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$495.7K | |
| 2 | +$205.8K | |
| 3 | +$189.1K | |
| 4 | +$180.2K | |
| 5 | +$118.3K | |
| 6 | +$108.4K | |
| 7 | +$98.3K | |
| 8 | +$37.7K | |
| 9 | +$13.9K | |
| 10 | +$11.8K | |
| 11 | +$11.0K | |
| 12 | +$3.1K | |
| 13 | +$2.8K | |
| 14 | +$2.1K | |
| 15 | +$1.2K | |
| 16 | +$1.1K | |
| 17 | +$59 | |
| 18 | +$55 | |
| 19 | +$36 | |
| 20 | -$9.1K | |
| 21 | -$16.9K | |
| 22 | -$30.5K |