Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | ALKEME WEALTH, LLC | $13.1M |
| 2 | Shaker Financial Services, LLC | $7.4M |
| 3 | Smith Asset Management Co., LLC | $3.3M |
| 4 | PMG Family Office LLC | $1.3M |
| 5 | D.A. DAVIDSON & CO. | $916.7K |
| 6 | Centurion Wealth Management LLC | $622.2K |
| 7 | Opal Wealth Advisors, LLC | $461.2K |
| 8 | MISSION WEALTH MANAGEMENT, LP | $403.4K |
| 9 | BENJAMIN EDWARDS INC | $380.9K |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $286.1K |
| 11 | WEST MICHIGAN ADVISORS, LLC | $258.4K |
| 12 | Farther Finance Advisors, LLC | $35.8K |
| 13 | Allied Private Wealth LLC | $25.5K |
| 14 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $20.1K |
| 15 | AdvisorNet Financial, Inc | $14.9K |
| 16 | Key FInancial Inc | $4.9K |
| 17 | HIGHLINE WEALTH PARTNERS LLC | $3.0K |
| 18 | Aurora Private Wealth, Inc. | $562 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$519.6K | |
| 3 | +$403.4K | |
| 4 | +$222.9K | |
| 5 | +$146.9K | |
| 6 | +$127.1K | |
| 7 | +$54.5K | |
| 8 | +$30.4K | |
| 9 | +$28.8K | |
| 10 | +$21.4K | |
| 11 | +$3.0K | |
| 12 | +$2.7K | |
| 13 | +$1.8K | |
| 14 | +$1.5K | |
| 15 | +$427 | |
| 16 | +$28 | |
| 17 | $0 |