Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $5.2M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M |
| 3 | CHAPIN DAVIS, INC. | $820.3K |
| 4 | Wealth Care LLC | $779.6K |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $486.2K |
| 6 | Abel Hall, LLC | $391.3K |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $357.8K |
| 8 | XML Financial, LLC | $321.2K |
| 9 | ECLECTIC ASSOCIATES INC /ADV | $252.4K |
| 10 | CoreCap Advisors, LLC | $18.8K |
| 11 | IFP Advisors, Inc | $15.2K |
| 12 | Farther Finance Advisors, LLC | $10.2K |
| 13 | HIGHLINE WEALTH PARTNERS LLC | $3.9K |
| 14 | EverSource Wealth Advisors, LLC | $1.7K |
| 15 | Aurora Private Wealth, Inc. | $185 |
| 16 | FNY Investment Advisers, LLC | $3 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$5.2M | |
| 2 | +$461.6K | |
| 3 | +$391.3K | |
| 4 | +$357.8K | |
| 5 | +$43.7K | |
| 6 | +$43.6K | |
| 7 | +$27.4K | |
| 8 | +$15.2K | |
| 9 | +$14.8K | |
| 10 | +$11.6K | |
| 11 | +$1.7K | |
| 12 | +$864 | |
| 13 | +$436 | |
| 14 | +$180 | |
| 15 | +$17 | |
| 16 | +$1 | |
| 17 | -$179.9K | |
| 18 | -$339.0K | |
| 19 | -$1.5M |