Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Prism Advisors, Inc. | $8.4M |
| 2 | Wealthcare Advisory Partners LLC | $2.9M |
| 3 | Yoffe Investment Management, LLC | $791.0K |
| 4 | Upper Left Wealth Management, LLC | $343.6K |
| 5 | Sharper & Granite LLC | $326.2K |
| 6 | CoreCap Advisors, LLC | $311.0K |
| 7 | Bellecapital International Ltd. | $232.7K |
| 8 | Intesa Sanpaolo Wealth Management | $155.7K |
| 9 | SALEM INVESTMENT COUNSELORS INC | $119.9K |
| 10 | 3 FACTOR INDEXING, LLC | $96.0K |
| 11 | SIGNATUREFD, LLC | $83.8K |
| 12 | WEBSTER BANK, N. A. | $48.9K |
| 13 | Activest Wealth Management | $42.5K |
| 14 | ACIMA PRIVATE WEALTH, LLC | $17.6K |
| 15 | Indiana Trust & Investment Management Co | $13.0K |
| 16 | Smallwood Wealth Investment Management, LLC | $10.5K |
| 17 | Sarver Vrooman Wealth Advisors | $260 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$343.6K | |
| 2 | +$232.7K | |
| 3 | +$83.7K | |
| 4 | +$42.5K | |
| 5 | +$6.6K | |
| 6 | -$19 | |
| 7 | -$372 | |
| 8 | -$711 | |
| 9 | -$990 | |
| 10 | -$2.0K | |
| 11 | -$3.7K | |
| 12 | -$7.3K | |
| 13 | -$9.0K | |
| 14 | -$11.9K | |
| 15 | -$20.2K | |
| 16 | -$59.8K | |
| 17 | -$291.0K | |
| 18 | -$781.6K |