Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Smith Asset Management Co., LLC | $845.1K |
| 2 | Pathway Financial Advisors LLC | $544.2K |
| 3 | CARY STREET PARTNERS FINANCIAL LLC | $233.6K |
| 4 | D.A. DAVIDSON & CO. | $193.1K |
| 5 | LongView Wealth Management | $178.0K |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $127.6K |
| 7 | Noble Wealth Management PBC | $83.2K |
| 8 | Farther Finance Advisors, LLC | $45.4K |
| 9 | WEBSTER BANK, N. A. | $23.3K |
| 10 | CoreCap Advisors, LLC | $11.6K |
| 11 | HIGHLINE WEALTH PARTNERS LLC | $2.9K |
| 12 | Blue Trust, Inc. | $2.3K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$17.1K | |
| 2 | +$12.2K | |
| 3 | +$11.6K | |
| 4 | +$7.5K | |
| 5 | +$3.3K | |
| 6 | +$2.5K | |
| 7 | +$1.2K | |
| 8 | +$900 | |
| 9 | +$113 | |
| 10 | +$90 | |
| 11 | -$20.6K | |
| 12 | -$25.2K | |
| 13 | -$70.0K |