Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | RFG Advisory, LLC | $4.5M |
| 2 | Cerro Pacific Wealth Advisors LLC | $859.5K |
| 3 | J. M. Brown & Associates Inc. | $690.1K |
| 4 | Farther Finance Advisors, LLC | $606.1K |
| 5 | Valeo Financial Advisors, LLC | $367.1K |
| 6 | MISSION WEALTH MANAGEMENT, LP | $354.8K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$638.7K | |
| 2 | +$625.0K | |
| 3 | +$481.1K | |
| 4 | +$354.8K | |
| 5 | +$67.9K |