Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | San Luis Wealth Advisors LLC | $12.5M |
| 2 | Farther Finance Advisors, LLC | $1.1M |
| 3 | Foundry Financial LLC | $260.7K |
| 4 | Worth Asset Management, LLC | $209.7K |
| 5 | CoreCap Advisors, LLC | $6.2K |
| 6 | IFP Advisors, Inc | $1.6K |
| 7 | Ritter Daniher Financial Advisory LLC / DE | $219 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$3.2M | |
| 2 | +$983.4K | |
| 3 | +$260.7K | |
| 4 | +$209.7K | |
| 5 | +$1.3K | |
| 6 | +$319 | |
| 7 | +$45 |