Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Wagner Wealth Management, LLC | $17.6M |
| 2 | Hobart Private Capital, LLC | $6.5M |
| 3 | D.A. DAVIDSON & CO. | $5.3M |
| 4 | Envestnet Portfolio Solutions, Inc. | $1.4M |
| 5 | BENJAMIN EDWARDS INC | $929.9K |
| 6 | Formidable Asset Management, LLC | $904.9K |
| 7 | Lansing Street Advisors | $741.1K |
| 8 | IAMS WEALTH MANAGEMENT, LLC | $214.4K |
| 9 | VAQUERO PRIVATE WEALTH, LTD | $202.0K |
| 10 | IFP Advisors, Inc | $91.5K |
| 11 | Darwin Wealth Management, LLC | $67.7K |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $52.2K |
| 13 | Triumph Capital Management | $32.2K |
| 14 | Raleigh Capital Management Inc. | $25.2K |
| 15 | LANARK FINANCIAL, INC. | $858 |
| 16 | SBI Securities Co., Ltd. | $236 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$622.3K | |
| 2 | +$317.7K | |
| 3 | +$298.6K | |
| 4 | +$160.6K | |
| 5 | +$52.2K | |
| 6 | +$31.7K | |
| 7 | +$30.5K | |
| 8 | +$25.8K | |
| 9 | +$980 | |
| 10 | +$771 | |
| 11 | +$21 | |
| 12 | -$78 | |
| 13 | -$630 | |
| 14 | -$961 | |
| 15 | -$13.0K | |
| 16 | -$57.4K |