Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | Cyndeo Wealth Partners, LLC | $2.0M |
| 2 | ABSOLUTE INVESTMENT ADVISERS, LLC | $898.5K |
| 3 | Formidable Asset Management, LLC | $824.7K |
| 4 | PFG Investments, LLC | $658.9K |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $621.6K |
| 6 | PMG Family Office LLC | $513.1K |
| 7 | Sage Capital Management, LLC | $474.2K |
| 8 | Centurion Wealth Management LLC | $429.9K |
| 9 | Shaker Financial Services, LLC | $392.7K |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $376.3K |
| 11 | CoreCap Advisors, LLC | $277.6K |
| 12 | Vanguard Capital Wealth Advisors | $266.9K |
| 13 | BENJAMIN EDWARDS INC | $265.3K |
| 14 | INDEPENDENT FINANCIAL GROUP, LLC | $209.6K |
| 15 | Windsor Capital Management, LLC | $192.7K |
| 16 | Encompass More Asset Management | $190.6K |
| 17 | Tactive Advisors, LLC | $185.7K |
| 18 | MELFA WEALTH MANAGEMENT, INC. | $180.8K |
| 19 | MeadowBrook Investment Advisors LLC | $61.6K |
| 20 | GHP Investment Advisors, Inc. | $17.0K |
| 21 | Golden State Wealth Management, LLC | $13.4K |
| 22 | Triumph Capital Management | $13.4K |
| 23 | Fortis Group Advisors, LLC | $7.1K |
| 24 | HIGHLINE WEALTH PARTNERS LLC | $2.9K |
| 25 | IFP Advisors, Inc | $1.3K |
| 26 | Stolper Co | $861 |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$297.1K | |
| 2 | +$260.9K | |
| 3 | +$209.6K | |
| 4 | +$143.2K | |
| 5 | +$135.2K | |
| 6 | +$80.0K | |
| 7 | +$70.2K | |
| 8 | +$63.9K | |
| 9 | +$54.8K | |
| 10 | +$44.6K | |
| 11 | +$39.8K | |
| 12 | +$29.4K | |
| 13 | +$28.8K | |
| 14 | +$27.4K | |
| 15 | +$26.8K | |
| 16 | +$9.1K | |
| 17 | +$2.5K | |
| 18 | +$2.0K | |
| 19 | +$2.0K | |
| 20 | +$1.1K | |
| 21 | +$427 | |
| 22 | +$190 | |
| 23 | +$158 | |
| 24 | -$13.8K | |
| 25 | -$15.9K | |
| 26 | -$16.7K | |
| 27 | -$113.8K | |
| 28 | -$118.3K | |
| 29 | -$126.5K | |
| 30 | -$154.3K |