Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | Fortitude Advisory Group L.L.C. | $829.5K |
| 2 | BFSG, LLC | $786.1K |
| 3 | Total Clarity Wealth Management, Inc. | $335.1K |
| 4 | MISSION WEALTH MANAGEMENT, LP | $308.7K |
| 5 | Intesa Sanpaolo Wealth Management | $287.0K |
| 6 | Curated Wealth Partners LLC | $281.5K |
| 7 | JNBA Financial Advisors | $73.7K |
| 8 | Police & Firemen's Retirement System of New Jersey | $68.4K |
| 9 | Farther Finance Advisors, LLC | $60.7K |
| 10 | ALBION FINANCIAL GROUP /UT | $22.1K |
| 11 | IFP Advisors, Inc | $13.5K |
| 12 | LANARK FINANCIAL, INC. | $11.0K |
| 13 | GAMMA Investing LLC | $1.1K |
| 14 | Fairway Wealth LLC | $662 |
| 15 | FNY Investment Advisers, LLC | $0 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$365.6K | |
| 2 | +$335.1K | |
| 3 | +$320.1K | |
| 4 | +$281.5K | |
| 5 | +$125.7K | |
| 6 | +$90.7K | |
| 7 | +$60.7K | |
| 8 | +$52.6K | |
| 9 | +$27.8K | |
| 10 | +$9.7K | |
| 11 | +$9.0K | |
| 12 | +$5.5K | |
| 13 | +$662 | |
| 14 | $0 | |
| 15 | -$698 | |
| 16 | -$6.5K |