Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | BALDWIN WEALTH PARTNERS LLC/MA | $3.2M |
| 2 | Smith Asset Management Co., LLC | $2.6M |
| 3 | Shaker Financial Services, LLC | $2.0M |
| 4 | Pettinga Financial Advisors LLC | $1.6M |
| 5 | Merit Financial Group, LLC | $1.1M |
| 6 | WealthBridge Capital Management, LLC | $548.9K |
| 7 | Noble Wealth Management PBC | $403.7K |
| 8 | Composition Wealth, LLC | $348.4K |
| 9 | Physician Wealth Advisors, Inc. | $224.2K |
| 10 | CoreCap Advisors, LLC | $95.3K |
| 11 | MassMutual Private Wealth & Trust, FSB | $54.8K |
| 12 | Farther Finance Advisors, LLC | $28.3K |
| 13 | BARRETT & COMPANY, INC. | $13.1K |
| 14 | Hilltop National Bank | $12.1K |
| 15 | Triumph Capital Management | $9.1K |
| 16 | HIGHLINE WEALTH PARTNERS LLC | $3.0K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$847.2K | |
| 2 | +$480.8K | |
| 3 | +$78.2K | |
| 4 | +$69.6K | |
| 5 | +$45.7K | |
| 6 | +$45.2K | |
| 7 | +$20.2K | |
| 8 | +$8.2K | |
| 9 | +$3.5K | |
| 10 | +$2.3K | |
| 11 | +$2.0K | |
| 12 | +$482 | |
| 13 | +$444 | |
| 14 | +$111 | |
| 15 | -$3.5K | |
| 16 | -$21.2K | |
| 17 | -$218.2K | |
| 18 | -$241.0K |