Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Global Wealth Strategies & Associates | $4.3M |
| 2 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $302.5K |
| 3 | BREAKTHRU ADVISORY SERVICES, LLC | $291.3K |
| 4 | AdvisorNet Financial, Inc | $223.2K |
| 5 | Farther Finance Advisors, LLC | $118.9K |
| 6 | Triumph Capital Management | $68.2K |
| 7 | Strategic Investment Solutions, Inc. /IL | $66.4K |
| 8 | Lodestone Wealth Management LLC | $59.8K |
| 9 | Bogart Wealth, LLC | $51.7K |
| 10 | Spire Wealth Management | $51.4K |
| 11 | JFS WEALTH ADVISORS, LLC | $39.4K |
| 12 | SJS Investment Consulting Inc. | $25.4K |
| 13 | CoreCap Advisors, LLC | $24.3K |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $24.1K |
| 15 | FINANCIAL CONSULATE, INC | $19.9K |
| 16 | Crews Bank & Trust | $10.9K |
| 17 | GHP Investment Advisors, Inc. | $8.6K |
| 18 | Rosenberg Matthew Hamilton | $8.2K |
| 19 | HHM Wealth Advisors, LLC | $7.0K |
| 20 | BIRCHBROOK, INC. | $5.0K |
| 21 | JNBA Financial Advisors | $4.8K |
| 22 | SIGNATUREFD, LLC | $4.5K |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$34.3K | |
| 3 | +$20.2K | |
| 4 | +$20.2K | |
| 5 | +$15.4K | |
| 6 | +$13.3K | |
| 7 | +$10.4K | |
| 8 | +$8.0K | |
| 9 | +$5.8K | |
| 10 | +$5.1K | |
| 11 | +$5.1K | |
| 12 | +$4.7K | |
| 13 | +$2.8K | |
| 14 | +$2.2K | |
| 15 | +$2.1K | |
| 16 | +$1.8K | |
| 17 | +$1.4K | |
| 18 | +$1.3K | |
| 19 | +$1.2K | |
| 20 | -$3.4K | |
| 21 | -$82.1K | |
| 22 | -$103.4K | |
| 23 | -$123.3K | |
| 24 | -$221.9K |