Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Aletheian Wealth Advisors LLC | $8.2M |
| 2 | FIRST INTERSTATE BANK | $5.8M |
| 3 | Farther Finance Advisors, LLC | $1.9M |
| 4 | Darwin Wealth Management, LLC | $1.1M |
| 5 | Cordoba Advisory Partners LLC | $587.2K |
| 6 | Sidoxia Capital Management, LLC | $385.8K |
| 7 | Triumph Capital Management | $283.2K |
| 8 | MARINO, STRAM & ASSOCIATES LLC | $269.4K |
| 9 | Dynamic Advisor Solutions LLC | $230.1K |
| 10 | Three Bearings Fiduciary Advisors, Inc. | $86.4K |
| 11 | IFP Advisors, Inc | $19.7K |
| 12 | Allied Private Wealth LLC | $5.7K |
| 13 | EverSource Wealth Advisors, LLC | $2.8K |
| 14 | Davis Capital Management | $135 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$5.8M | |
| 2 | +$715.0K | |
| 3 | +$148.3K | |
| 4 | +$50.3K | |
| 5 | +$14.7K | |
| 6 | +$11.3K | |
| 7 | +$2.8K | |
| 8 | +$15 | |
| 9 | +$1 | |
| 10 | -$290 | |
| 11 | -$964 | |
| 12 | -$1.3K | |
| 13 | -$17.0K | |
| 14 | -$248.4K | |
| 15 | -$817.3K |