Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Marotta Asset Management | $8.8M |
| 2 | Dynamic Advisor Solutions LLC | $658.9K |
| 3 | Ballentine Partners, LLC | $362.8K |
| 4 | Advantage Trust Co | $80.6K |
| 5 | Blue Trust, Inc. | $39.1K |
| 6 | Farther Finance Advisors, LLC | $37.2K |
| 7 | IFP Advisors, Inc | $9.0K |
| 8 | CX Institutional | $2 |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$104.0K | |
| 3 | +$17.3K | |
| 4 | +$3.9K | |
| 5 | +$1.9K | |
| 6 | +$429 | |
| 7 | $0 | |
| 8 | -$11.5K |