Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | RVW Wealth, LLC | $7.7M |
| 2 | VAQUERO PRIVATE WEALTH, LTD | $5.8M |
| 3 | WT Wealth Management | $2.4M |
| 4 | GREENLEAF TRUST | $1.3M |
| 5 | COURIER CAPITAL LLC | $1.1M |
| 6 | J.W. COLE ADVISORS, INC. | $1.1M |
| 7 | Kaydan Wealth Management, Inc. | $1.0M |
| 8 | Wealthcare Advisory Partners LLC | $986.9K |
| 9 | Grove Bank & Trust | $535.4K |
| 10 | NAPLES GLOBAL ADVISORS, LLC | $513.8K |
| 11 | Ledyard National Bank | $478.9K |
| 12 | Herold Advisors, Inc. | $417.0K |
| 13 | Prospera Financial Services Inc | $349.0K |
| 14 | Investors Research Corp | $289.3K |
| 15 | Farther Finance Advisors, LLC | $269.1K |
| 16 | WEST BANCORPORATION INC | $231.8K |
| 17 | Walsh & Associates, LLC | $21.8K |
| 18 | FINANCIAL CONSULATE, INC | $3.0K |
| 19 | DHJJ Financial Advisors, Ltd. | $349 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$825.8K | |
| 3 | +$120.2K | |
| 4 | +$110.1K | |
| 5 | +$109.0K | |
| 6 | +$82.2K | |
| 7 | +$63.1K | |
| 8 | +$42.5K | |
| 9 | +$39.6K | |
| 10 | +$31.6K | |
| 11 | +$28.9K | |
| 12 | +$21.6K | |
| 13 | +$19.2K | |
| 14 | +$245 | |
| 15 | +$29 | |
| 16 | -$4.4K | |
| 17 | -$52.7K | |
| 18 | -$171.6K |