Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | First Pacific Financial | $19.5M |
| 2 | TFC Financial Management, Inc. | $4.7M |
| 3 | Dynamic Advisor Solutions LLC | $1.3M |
| 4 | Mason & Associates Inc | $898.2K |
| 5 | Archer Investment Management, LLC | $713.8K |
| 6 | LINCOLN CAPITAL CORP | $407.7K |
| 7 | BSW Wealth Partners | $361.9K |
| 8 | MISSION WEALTH MANAGEMENT, LP | $324.5K |
| 9 | Gemmer Asset Management LLC | $244.6K |
| 10 | Triumph Capital Management | $62.8K |
| 11 | Colorado Capital Management, Inc. | $284 |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$4.7M | |
| 2 | +$3.5M | |
| 3 | +$407.7K | |
| 4 | +$255.7K | |
| 5 | +$184.4K | |
| 6 | +$78.5K | |
| 7 | +$64.6K | |
| 8 | +$52.1K | |
| 9 | +$38.5K | |
| 10 | +$10.0K | |
| 11 | -$39 |