Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Smith Asset Management Co., LLC | $3.8M |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $556.4K |
| 3 | Marshall & Sterling Wealth Advisors Inc. | $460.9K |
| 4 | CoreCap Advisors, LLC | $427.8K |
| 5 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $397.4K |
| 6 | WealthBridge Capital Management, LLC | $318.0K |
| 7 | ACCESS FINANCIAL SERVICES, INC. | $283.9K |
| 8 | DAVENPORT & Co LLC | $244.2K |
| 9 | Freestate Advisors LLC | $233.1K |
| 10 | Realta Investment Advisors | $172.3K |
| 11 | Sage Investment Counsel LLC | $113.2K |
| 12 | Mascoma Wealth Management LLC | $49.7K |
| 13 | Cape Investment Advisory, Inc. | $39.3K |
| 14 | ALBION FINANCIAL GROUP /UT | $34.2K |
| 15 | AdvisorNet Financial, Inc | $29.5K |
| 16 | Farther Finance Advisors, LLC | $22.3K |
| 17 | HIGHLINE WEALTH PARTNERS LLC | $4.0K |
| 18 | ARMSTRONG ADVISORY GROUP, INC | $3.0K |
| 19 | JFS WEALTH ADVISORS, LLC | $1.1K |
| 20 | MassMutual Private Wealth & Trust, FSB | $34 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$351.3K | |
| 2 | +$39.3K | |
| 3 | +$29.5K | |
| 4 | +$14.1K | |
| 5 | +$8.5K | |
| 6 | +$6.3K | |
| 7 | +$4.8K | |
| 8 | +$2.7K | |
| 9 | +$1.8K | |
| 10 | +$1.2K | |
| 11 | +$1.1K | |
| 12 | +$791 | |
| 13 | +$470 | |
| 14 | +$354 | |
| 15 | +$63 | |
| 16 | +$48 | |
| 17 | +$1 | |
| 18 | -$6.5K | |
| 19 | -$49.2K | |
| 20 | -$159.3K | |
| 21 | -$2.3M |