Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Stairway Partners, LLC | $34.6M |
| 2 | RAINEY & RANDALL WEALTH ADVISORS INC. | $29.7M |
| 3 | First Pacific Financial | $28.2M |
| 4 | FINANCIAL CONSULATE, INC | $10.5M |
| 5 | NORTHBRIDGE FINANCIAL GROUP, LLC | $1.4M |
| 6 | Sowell Financial Services LLC | $1.2M |
| 7 | L. Roy Papp & Associates, LLP | $808.4K |
| 8 | Yoffe Investment Management, LLC | $582.3K |
| 9 | K2 Financial Inc. | $564.9K |
| 10 | Great Waters Wealth Management | $407.2K |
| 11 | Farther Finance Advisors, LLC | $238.5K |
| 12 | Birch Hill Investment Advisors LLC | $229.3K |
| 13 | CoreCap Advisors, LLC | $152.4K |
| 14 | SBI Securities Co., Ltd. | $128.1K |
| 15 | Generali Investments Towarzystwo Funduszy Inwestycyjnych | $89.1K |
| 16 | Blue Trust, Inc. | $39.2K |
| 17 | Central Pacific Bank - Trust Division | $2.2K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$4.5M | |
| 2 | +$4.4M | |
| 3 | +$4.2M | |
| 4 | +$1.4M | |
| 5 | +$229.3K | |
| 6 | +$201.5K | |
| 7 | +$152.9K | |
| 8 | +$107.3K | |
| 9 | +$89.1K | |
| 10 | +$77.6K | |
| 11 | +$50.2K | |
| 12 | +$30.1K | |
| 13 | +$24.6K | |
| 14 | +$16.3K | |
| 15 | +$5.2K | |
| 16 | +$292 | |
| 17 | -$3.6K | |
| 18 | -$76.0K |