Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | J. L. Bainbridge & Co., Inc. | $5.2M |
| 2 | FC Advisory LLC | $2.5M |
| 3 | Crewe Advisors LLC | $1.3M |
| 4 | Farther Finance Advisors, LLC | $453.5K |
| 5 | Blue Trust, Inc. | $39.4K |
| 6 | IFP Advisors, Inc | $4.2K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$1.1M | |
| 2 | +$715.5K | |
| 3 | +$39.4K | |
| 4 | +$4.9K | |
| 5 | +$75 | |
| 6 | -$355.1K |