Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Blue Trust, Inc. | $567.7M |
| 2 | WILLNER & HELLER, LLC | $1.0M |
| 3 | Strategic Blueprint, LLC | $949.7K |
| 4 | Ethos Capital Management, Inc. | $707.5K |
| 5 | Summit Investment Advisory Services, LLC | $481.0K |
| 6 | SAPIENT CAPITAL LLC | $400.1K |
| 7 | Orgel Wealth Management, LLC | $221.1K |
| 8 | Nova Wealth Management, Inc. | $104.4K |
| 9 | Kings Path Partners LLC | $87.4K |
| 10 | EverSource Wealth Advisors, LLC | $17.9K |
| 11 | Farther Finance Advisors, LLC | $10.6K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$76.5M | |
| 2 | +$221.1K | |
| 3 | +$132.9K | |
| 4 | +$129.6K | |
| 5 | +$63.6K | |
| 6 | +$52.6K | |
| 7 | +$11.7K | |
| 8 | +$10.6K | |
| 9 | +$7.6K | |
| 10 | +$1.3K | |
| 11 | -$201.1K | |
| 12 | -$258.7K | |
| 13 | -$297.3K |