Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | CUTLER INVESTMENT COUNSEL LLC | $4.4M |
| 2 | Robinswood Financial LLC | $3.7M |
| 3 | KWB Wealth | $2.1M |
| 4 | Charles Schwab Trust Co | $1.3M |
| 5 | Sequoia Financial Advisors, LLC | $642.0K |
| 6 | Westmount Partners, LLC | $508.1K |
| 7 | CoreCap Advisors, LLC | $506.0K |
| 8 | Williams & Novak, LLC | $483.8K |
| 9 | JFS WEALTH ADVISORS, LLC | $457.3K |
| 10 | CFS Investment Advisory Services, LLC | $347.4K |
| 11 | Summit Financial Strategies, Inc. | $283.7K |
| 12 | IFP Advisors, Inc | $204.0K |
| 13 | Farther Finance Advisors, LLC | $56.5K |
| 14 | Versant Capital Management, Inc | $19.2K |
| 15 | Moisand Fitzgerald Tamayo, LLC | $9.3K |
| 16 | Capital Investment Advisory Services, LLC | $6.8K |
| 17 | Cordant, Inc. | $2.9K |
| 18 | Aspect Partners, LLC | $472 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$107.7K | |
| 2 | +$104.9K | |
| 3 | +$85.4K | |
| 4 | +$28.7K | |
| 5 | +$18.2K | |
| 6 | +$18.1K | |
| 7 | +$9.7K | |
| 8 | +$9.5K | |
| 9 | +$7.3K | |
| 10 | +$2.9K | |
| 11 | +$1.1K | |
| 12 | +$689 | |
| 13 | +$332 | |
| 14 | +$243 | |
| 15 | +$17 | |
| 16 | -$110 | |
| 17 | -$148 | |
| 18 | -$1.6K | |
| 19 | -$3.8K | |
| 20 | -$11.3K | |
| 21 | -$54.7K |