Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Avior Wealth Management, LLC | $29.1M |
| 2 | Whitaker-Myers Wealth Managers, LTD. | $16.4M |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $4.6M |
| 4 | Breakwater Capital Group | $1.3M |
| 5 | LexAurum Advisors, LLC | $886.3K |
| 6 | Wealth Enhancement Trust Services, Inc. | $844.9K |
| 7 | National Wealth Management Group, LLC | $661.8K |
| 8 | Armbruster Capital Management, Inc. | $620.5K |
| 9 | Key Client Fiduciary Advisors, LLC | $611.3K |
| 10 | Cornerstone Wealth Management, LLC | $508.2K |
| 11 | GUIDANCE CAPITAL, INC | $506.1K |
| 12 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $445.0K |
| 13 | BENJAMIN EDWARDS INC | $248.7K |
| 14 | Golden State Wealth Management, LLC | $238.4K |
| 15 | RFG Advisory, LLC | $229.3K |
| 16 | True Wealth Design, LLC | $118.1K |
| 17 | IFP Advisors, Inc | $85.5K |
| 18 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $84.6K |
| 19 | AdvisorNet Financial, Inc | $79.6K |
| 20 | HARBOR INVESTMENT ADVISORY, LLC | $58.5K |
| 21 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $4.6K |
| 22 | Central Pacific Bank - Trust Division | $1.8K |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$2.3M | |
| 2 | +$844.9K | |
| 3 | +$262.1K | |
| 4 | +$171.1K | |
| 5 | +$93.2K | |
| 6 | +$86.2K | |
| 7 | +$51.3K | |
| 8 | +$50.7K | |
| 9 | +$42.1K | |
| 10 | +$20.3K | |
| 11 | +$16.5K | |
| 12 | +$9.7K | |
| 13 | +$7.0K | |
| 14 | +$6.5K | |
| 15 | +$4.8K | |
| 16 | +$377 | |
| 17 | +$145 | |
| 18 | -$5.6K | |
| 19 | -$21.1K | |
| 20 | -$29.1K | |
| 21 | -$32.6K | |
| 22 | -$111.5K | |
| 23 | -$240.7K | |
| 24 | -$2.1M | |
| 25 | -$5.2M |