Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | ACT WEALTH MANAGEMENT, LLC | $27.1M |
| 2 | Mirae Asset Global Investments Co., Ltd. | $7.3M |
| 3 | New Capital Management LP | $3.9M |
| 4 | Gladwyn Financial Advisors, Inc. | $3.6M |
| 5 | Nilsine Partners, LLC | $1.4M |
| 6 | Tactive Advisors, LLC | $810.2K |
| 7 | Farrell Financial LLC | $689.0K |
| 8 | D.A. DAVIDSON & CO. | $630.6K |
| 9 | Stronghold Wealth Management L.L.C. | $583.7K |
| 10 | Activest Wealth Management | $535.4K |
| 11 | DORVAL Corp | $530.0K |
| 12 | Avior Wealth Management, LLC | $432.2K |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $361.1K |
| 14 | First Growth Capital LLC | $327.0K |
| 15 | SEAVIEW INVESTMENT MANAGERS LLC | $283.6K |
| 16 | CALIBER WEALTH MANAGEMENT, LLC / KS | $267.8K |
| 17 | Wealth Advisory Team LLC | $249.3K |
| 18 | David Kennon Inc | $226.3K |
| 19 | Princeton Global Asset Management LLC | $139.5K |
| 20 | IFP Advisors, Inc | $100.4K |
| 21 | COUNTRY TRUST BANK | $52.5K |
| 22 | Darwin Wealth Management, LLC | $10.7K |
| 23 | PARK AVENUE SECURITIES LLC | $419 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$3.7M | |
| 2 | +$1.2M | |
| 3 | +$371.3K | |
| 4 | +$361.1K | |
| 5 | +$100.4K | |
| 6 | +$71.1K | |
| 7 | +$70.5K | |
| 8 | +$39.9K | |
| 9 | +$38.4K | |
| 10 | +$11.9K | |
| 11 | +$5.1K | |
| 12 | +$4.9K | |
| 13 | +$3.7K | |
| 14 | +$1.3K | |
| 15 | +$426 | |
| 16 | +$419 | |
| 17 | +$222 | |
| 18 | -$9 | |
| 19 | -$1.2K | |
| 20 | -$4.7K | |
| 21 | -$14.6K | |
| 22 | -$22.5K | |
| 23 | -$41.8K | |
| 24 | -$49.2K | |
| 25 | -$61.8K | |
| 26 | -$554.1K |