Snapshot holdings28 / 28 loaded
| # | ||
|---|---|---|
| 1 | YHB Investment Advisors, Inc. | $662.0K |
| 2 | Elmwood Wealth Management, Inc. | $558.7K |
| 3 | Spire Wealth Management | $500.5K |
| 4 | VIMA LLC | $351.3K |
| 5 | CARY STREET PARTNERS FINANCIAL LLC | $243.4K |
| 6 | J.W. COLE ADVISORS, INC. | $204.3K |
| 7 | Arbor Investment Advisors, LLC | $201.7K |
| 8 | SOA Wealth Advisors, LLC. | $180.9K |
| 9 | Ritter Daniher Financial Advisory LLC / DE | $137.0K |
| 10 | Farther Finance Advisors, LLC | $117.4K |
| 11 | SBI Securities Co., Ltd. | $111.5K |
| 12 | AdvisorNet Financial, Inc | $72.0K |
| 13 | ADIRONDACK TRUST CO | $67.5K |
| 14 | West Financial Advisors, LLC | $56.2K |
| 15 | UNION SAVINGS BANK | $44.0K |
| 16 | Intesa Sanpaolo Wealth Management | $33.7K |
| 17 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $24.6K |
| 18 | GAMMA Investing LLC | $22.2K |
| 19 | Triumph Capital Management | $17.3K |
| 20 | GODSEY & GIBB, INC | $13.7K |
| 21 | BARRETT & COMPANY, INC. | $12.4K |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $10.6K |
| 23 | ARMSTRONG ADVISORY GROUP, INC | $9.0K |
| 24 | IFP Advisors, Inc | $4.6K |
| 25 | Bogart Wealth, LLC | $2.3K |
| 26 | VSM Wealth Advisory, LLC | $1.6K |
| 27 | Capital Advisors, Ltd. LLC | $10 |
| 28 | CX Institutional | $2 |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$204.3K | |
| 2 | +$201.7K | |
| 3 | +$22.8K | |
| 4 | +$17.3K | |
| 5 | +$8.7K | |
| 6 | +$6.5K | |
| 7 | +$5.0K | |
| 8 | +$2.5K | |
| 9 | +$2.4K | |
| 10 | +$2.3K | |
| 11 | +$1.9K | |
| 12 | +$1.6K | |
| 13 | +$1.5K | |
| 14 | +$1.2K | |
| 15 | +$764 | |
| 16 | +$595 | |
| 17 | +$472 | |
| 18 | +$427 | |
| 19 | +$309 | |
| 20 | +$269 | |
| 21 | +$160 | |
| 22 | +$93 | |
| 23 | $0 | |
| 24 | $0 | |
| 25 | -$169 | |
| 26 | -$1.7K | |
| 27 | -$125.4K | |
| 28 | -$485.0K |