Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | FIRST UNITED BANK & TRUST | $3.0M |
| 2 | RVW Wealth, LLC | $2.8M |
| 3 | Roof Eidam Maycock Peralta, LLC | $1.6M |
| 4 | Well Done, LLC | $907.8K |
| 5 | Gilbert Capital Group, Inc. | $755.0K |
| 6 | Dynamic Advisor Solutions LLC | $402.0K |
| 7 | Farther Finance Advisors, LLC | $60.3K |
| 8 | TOMPKINS FINANCIAL CORP | $38.1K |
| 9 | Wealth Enhancement Trust Services, Inc. | $34.6K |
| 10 | IFP Advisors, Inc | $4.4K |
| 11 | DHJJ Financial Advisors, Ltd. | $3.7K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$387.6K | |
| 2 | +$217.3K | |
| 3 | +$168.6K | |
| 4 | +$124.2K | |
| 5 | +$75.8K | |
| 6 | +$59.4K | |
| 7 | +$15.5K | |
| 8 | +$5.2K | |
| 9 | +$512 | |
| 10 | -$10.8K | |
| 11 | -$24.9K |