Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | True North Advisors, LLC | $33.8M |
| 2 | ADAMSBROWN WEALTH CONSULTANTS LLC | $9.5M |
| 3 | Nvest Wealth Strategies, Inc. | $4.5M |
| 4 | BOYUM WEALTH ARCHITECTS LLC | $3.5M |
| 5 | LAM GROUP, INC. | $1.8M |
| 6 | CoreCap Advisors, LLC | $1.7M |
| 7 | Plancorp, LLC | $1.5M |
| 8 | Evanson Financial, LLC | $1.3M |
| 9 | DIXON FNANCIAL SERVICES, INC. | $1.1M |
| 10 | Farther Finance Advisors, LLC | $962.4K |
| 11 | Breakwater Capital Group | $684.1K |
| 12 | IFP Advisors, Inc | $443.6K |
| 13 | ANDERSON HOAGLAND & CO | $372.6K |
| 14 | Factor Wealth Management LTD | $299.7K |
| 15 | Hardin Capital Partners, LLC | $234.2K |
| 16 | ATWOOD & PALMER INC | $128.4K |
| 17 | Dogwood Wealth Management LLC | $117.5K |
| 18 | Harbor Asset Planning, Inc. | $17.1K |
| 19 | PARK AVENUE SECURITIES LLC | $8.1K |
| 20 | HARBOR INVESTMENT ADVISORY, LLC | $7.2K |
| 21 | Trust Co | $1.6K |
| 22 | Colorado Capital Management, Inc. | $750 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$4.4M | |
| 2 | +$857.0K | |
| 3 | +$428.2K | |
| 4 | +$322.6K | |
| 5 | +$294.0K | |
| 6 | +$216.0K | |
| 7 | +$140.2K | |
| 8 | +$132.5K | |
| 9 | +$88.9K | |
| 10 | +$49.6K | |
| 11 | +$27.0K | |
| 12 | +$20.8K | |
| 13 | +$16.8K | |
| 14 | +$5.8K | |
| 15 | +$5.3K | |
| 16 | +$3.3K | |
| 17 | +$1.3K | |
| 18 | +$958 | |
| 19 | +$76 | |
| 20 | +$72 | |
| 21 | -$3.7K | |
| 22 | -$35.6K |