Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | SMI Advisory Services, LLC | $226.1M |
| 2 | EverSource Wealth Advisors, LLC | $15.9M |
| 3 | IFP Advisors, Inc | $1.5M |
| 4 | Brookwood Investment Group LLC | $1.2M |
| 5 | Blue Trust, Inc. | $115.2K |
| 6 | EVOLUTION WEALTH MANAGEMENT INC. | $64.6K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$12.6M | |
| 2 | +$2.2M | |
| 3 | +$1.2M | |
| 4 | +$115.2K | |
| 5 | +$108.5K | |
| 6 | +$4.1K | |
| 7 | -$13.4K | |
| 8 | -$282.6K |