Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | Farther Finance Advisors, LLC | $64.0M |
| 2 | LAM GROUP, INC. | $6.6M |
| 3 | Israel Discount Bank of New York | $6.4M |
| 4 | Rathbones Group PLC | $3.8M |
| 5 | CFG Wealth Management Services, Inc. | $3.6M |
| 6 | Aspect Partners, LLC | $2.5M |
| 7 | OPTIMA CAPITAL LLC | $1.1M |
| 8 | Tempus Wealth Planning, LLC | $1.1M |
| 9 | Family CFO Inc | $778.9K |
| 10 | Omega Financial Group, LLC | $486.6K |
| 11 | Composition Wealth, LLC | $385.4K |
| 12 | Cambridge Advisors Inc. | $324.3K |
| 13 | FIDUCIARY FINANCIAL GROUP, LLC | $234.4K |
| 14 | Dynamic Advisor Solutions LLC | $213.0K |
| 15 | AdvisorNet Financial, Inc | $122.2K |
| 16 | IFP Advisors, Inc | $53.0K |
| 17 | Triumph Capital Management | $14.7K |
| 18 | Pflug Koory, LLC | $5.1K |
| 19 | SALEM INVESTMENT COUNSELORS INC | $3.3K |
| 20 | Cape Investment Advisory, Inc. | $1.6K |
| 21 | DHJJ Financial Advisors, Ltd. | $312 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$10.1M | |
| 2 | +$720.9K | |
| 3 | +$491.0K | |
| 4 | +$234.4K | |
| 5 | +$213.0K | |
| 6 | +$37.7K | |
| 7 | +$36.5K | |
| 8 | +$1.6K | |
| 9 | +$1.0K | |
| 10 | +$392 | |
| 11 | +$16 | |
| 12 | +$10 | |
| 13 | +$1 | |
| 14 | $0 | |
| 15 | -$6.3K | |
| 16 | -$7.3K | |
| 17 | -$9.1K | |
| 18 | -$10.4K | |
| 19 | -$29.8K | |
| 20 | -$41.1K | |
| 21 | -$64.2K | |
| 22 | -$303.7K | |
| 23 | -$328.6K | |
| 24 | -$1.0M | |
| 25 | -$3.8M | |
| 26 | -$4.3M |