Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Newman Dignan & Sheerar, Inc. | $33.1M |
| 2 | FULTON BANK, N.A. | $20.8M |
| 3 | EverSource Wealth Advisors, LLC | $19.7M |
| 4 | ACIMA PRIVATE WEALTH, LLC | $14.5M |
| 5 | Old Port Advisors | $12.6M |
| 6 | FORTEM FINANCIAL GROUP, LLC | $10.1M |
| 7 | Gibraltar Capital Management, Inc. | $9.3M |
| 8 | ATWOOD & PALMER INC | $8.2M |
| 9 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $5.1M |
| 10 | Farther Finance Advisors, LLC | $4.3M |
| 11 | Atlantic Edge Private Wealth Management, LLC | $3.9M |
| 12 | Accurate Wealth Management, LLC | $1.7M |
| 13 | TECTONIC ADVISORS LLC | $1.4M |
| 14 | Confluence Wealth Services, Inc. | $781.7K |
| 15 | InTrack Investment Management Inc | $662.9K |
| 16 | Plan A Wealth LLC | $367.0K |
| 17 | Mayflower Financial Advisors, LLC | $328.0K |
| 18 | KERR FINANCIAL PLANNING Corp | $6.1K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$5.9M | |
| 2 | +$5.1M | |
| 3 | +$3.6M | |
| 4 | +$2.8M | |
| 5 | +$2.2M | |
| 6 | +$1.5M | |
| 7 | +$1.1M | |
| 8 | +$620.3K | |
| 9 | +$425.2K | |
| 10 | +$343.6K | |
| 11 | +$328.0K | |
| 12 | +$143.5K | |
| 13 | +$117.0K | |
| 14 | +$28.6K | |
| 15 | +$6.1K | |
| 16 | -$48.8K | |
| 17 | -$305.2K | |
| 18 | -$1.3M |