Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $3.2M |
| 2 | Rareview Capital LLC | $2.4M |
| 3 | Smith Asset Management Co., LLC | $518.3K |
| 4 | Valeo Financial Advisors, LLC | $423.8K |
| 5 | Dynamic Advisor Solutions LLC | $364.3K |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $257.3K |
| 7 | Quad-Cities Investment Group, LLC | $177.1K |
| 8 | UHLMANN PRICE SECURITIES, LLC | $160.3K |
| 9 | Harbour Capital Advisors, LLC | $120.3K |
| 10 | Rathbones Group PLC | $73.0K |
| 11 | Noble Wealth Management PBC | $33.6K |
| 12 | JFS WEALTH ADVISORS, LLC | $9.8K |
| 13 | HIGHLINE WEALTH PARTNERS LLC | $3.6K |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2.5K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$1.0M | |
| 2 | +$325.6K | |
| 3 | +$160.3K | |
| 4 | +$91.5K | |
| 5 | +$33.6K | |
| 6 | +$25.4K | |
| 7 | +$16.3K | |
| 8 | +$13.2K | |
| 9 | +$12.2K | |
| 10 | +$9.8K | |
| 11 | +$140 | |
| 12 | +$61 | |
| 13 | -$5.2K | |
| 14 | -$67.4K |