Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Dynamic Advisor Solutions LLC | $10.9M |
| 2 | Boltwood Capital Management | $5.4M |
| 3 | Cornerstone National Bank & Trust Co | $2.8M |
| 4 | Valeo Financial Advisors, LLC | $1.6M |
| 5 | PARK NATIONAL CORP /OH/ | $1.5M |
| 6 | Fermata Advisors, LLC | $1.2M |
| 7 | PFG Advisors | $650.8K |
| 8 | Farther Finance Advisors, LLC | $434.3K |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $42.2K |
| 10 | Golden State Wealth Management, LLC | $30.8K |
| 11 | CoreCap Advisors, LLC | $21.4K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$1.6M | |
| 2 | +$1.5M | |
| 3 | +$789.8K | |
| 4 | +$433.9K | |
| 5 | +$14.3K | |
| 6 | +$5.4K | |
| 7 | +$3.0K | |
| 8 | -$1.5K | |
| 9 | -$60.1K | |
| 10 | -$245.3K | |
| 11 | -$1.4M |