Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | Farther Finance Advisors, LLC | $26.9K |
| 2 | CoreCap Advisors, LLC | $21.7K |
| 3 | 1620 INVESTMENT ADVISORS, INC. | $15.3K |
| 4 | Crewe Advisors LLC | $6.1K |
| 5 | IFP Advisors, Inc | $5.8K |
| 6 | Lodestone Wealth Management LLC | $5.6K |
| 7 | Key FInancial Inc | $2.8K |
| 8 | Cordant, Inc. | $2.4K |
| 9 | CrossGen Wealth, LLC | $2.0K |
| 10 | SENTINEL TRUST CO LBA | $1.8K |
| 11 | Abound Wealth Management | $1.7K |
| 12 | PFS Partners, LLC | $1.1K |
| 13 | True Wealth Design, LLC | $561 |
| 14 | HIGHLINE WEALTH PARTNERS LLC | $538 |
| 15 | Investors Research Corp | $426 |
| 16 | SIGNATUREFD, LLC | $381 |
| 17 | PARK AVENUE SECURITIES LLC | $253 |
| 18 | Signature Resources Capital Management, LLC | $157 |
| 19 | Mosley Wealth Management | $135 |
| 20 | Valued Wealth Advisors LLC | $68 |
| 21 | Financial Management Professionals, Inc. | $45 |
| 22 | HM PAYSON & CO | $45 |
| 23 | Activest Wealth Management | $23 |
Manager changes2026-06-30 vs 2026-03-3131 / 31 loaded
| # | ||
|---|---|---|
| 1 | +$16.2K | |
| 2 | +$2.4K | |
| 3 | +$2.0K | |
| 4 | +$1.8K | |
| 5 | +$561 | |
| 6 | +$253 | |
| 7 | +$135 | |
| 8 | +$69 | |
| 9 | $0 | |
| 10 | $0 | |
| 11 | $0 | |
| 12 | -$1 | |
| 13 | -$3 | |
| 14 | -$3 | |
| 15 | -$4 | |
| 16 | -$9 | |
| 17 | -$14 | |
| 18 | -$23 | |
| 19 | -$24 | |
| 20 | -$24 | |
| 21 | -$47 | |
| 22 | -$120 | |
| 23 | -$317 | |
| 24 | -$384 | |
| 25 | -$384 | |
| 26 | -$406 | |
| 27 | -$430 | |
| 28 | -$475 | |
| 29 | -$2.5K | |
| 30 | -$38.5K | |
| 31 | -$233.4K |