Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Whitaker-Myers Wealth Managers, LTD. | $2.2M |
| 2 | RVW Wealth, LLC | $555.8K |
| 3 | WILLNER & HELLER, LLC | $276.8K |
| 4 | Farther Finance Advisors, LLC | $78.3K |
| 5 | IFP Advisors, Inc | $42.4K |
| 6 | VIMA LLC | $11.7K |
| 7 | EverSource Wealth Advisors, LLC | $11.0K |
| 8 | Blue Trust, Inc. | $9.7K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$70.4K | |
| 2 | +$18.8K | |
| 3 | +$8.0K | |
| 4 | +$4.0K | |
| 5 | +$2.9K | |
| 6 | +$744 | |
| 7 | +$660 | |
| 8 | -$822.0K |