Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | EASTERN BANK | $5.9M |
| 2 | Clarity Asset Management, Inc. | $3.7M |
| 3 | Envestnet Portfolio Solutions, Inc. | $2.6M |
| 4 | PFG Investments, LLC | $792.8K |
| 5 | Mason & Associates Inc | $479.6K |
| 6 | Sonoma Allocations LLC | $438.4K |
| 7 | Spinnaker Investment Group, LLC | $328.8K |
| 8 | Brookstone Capital Management | $304.0K |
| 9 | Horst & Graben Wealth Management LLC | $258.5K |
| 10 | Sharkey, Howes & Javer | $254.9K |
| 11 | MRA Advisory Group | $248.6K |
| 12 | Skyline Advisors, Inc. | $216.5K |
| 13 | Merit Financial Group, LLC | $202.8K |
| 14 | Farther Finance Advisors, LLC | $140.1K |
| 15 | EverSource Wealth Advisors, LLC | $75.5K |
| 16 | ST GERMAIN D J CO INC | $42.3K |
| 17 | JFS WEALTH ADVISORS, LLC | $16.2K |
| 18 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $11.3K |
| 19 | Physician Wealth Advisors, Inc. | $9.1K |
| 20 | ELEVATION WEALTH PARTNERS, LLC | $4.1K |
| 21 | CoreCap Advisors, LLC | $3.0K |
| 22 | PARK AVENUE SECURITIES LLC | $1.0K |
| 23 | IFP Advisors, Inc | $747 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$5.9M | |
| 2 | +$679.6K | |
| 3 | +$202.8K | |
| 4 | +$45.0K | |
| 5 | +$38.6K | |
| 6 | +$13.9K | |
| 7 | +$11.8K | |
| 8 | +$6.6K | |
| 9 | +$747 | |
| 10 | +$742 | |
| 11 | +$620 | |
| 12 | $0 | |
| 13 | -$140 | |
| 14 | -$187 | |
| 15 | -$606 | |
| 16 | -$2.0K | |
| 17 | -$7.0K | |
| 18 | -$8.3K | |
| 19 | -$13.8K | |
| 20 | -$14.9K | |
| 21 | -$26.1K | |
| 22 | -$40.3K | |
| 23 | -$44.4K | |
| 24 | -$54.2K | |
| 25 | -$211.1K | |
| 26 | -$339.6K |