Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | YHB Investment Advisors, Inc. | $2.1M |
| 2 | Penobscot Investment Management Company, Inc. | $1.7M |
| 3 | BENJAMIN EDWARDS INC | $929.4K |
| 4 | Newman Dignan & Sheerar, Inc. | $840.0K |
| 5 | Farther Finance Advisors, LLC | $822.4K |
| 6 | RFG Advisory, LLC | $762.9K |
| 7 | INVESTMENT HOUSE LLC | $679.4K |
| 8 | Archford Capital Strategies, LLC | $560.5K |
| 9 | Dynamic Advisor Solutions LLC | $483.9K |
| 10 | FLAGSHIP HARBOR ADVISORS, LLC | $457.2K |
| 11 | Connecticut Capital Management Group, LLC | $288.5K |
| 12 | Sowell Financial Services LLC | $262.9K |
| 13 | PFG Advisors | $211.9K |
| 14 | Strategic Blueprint, LLC | $208.4K |
| 15 | WEBSTER BANK, N. A. | $109.8K |
| 16 | Oakworth Capital, Inc. | $54.8K |
| 17 | Financial Perspectives, Inc | $31.4K |
| 18 | SIGNATUREFD, LLC | $19.1K |
| 19 | ENTRUST FINANCIAL LLC | $13.4K |
| 20 | HARBOR INVESTMENT ADVISORY, LLC | $13.4K |
| 21 | Realta Investment Advisors | $5.0K |
| 22 | Triumph Capital Management | $3.0K |
| 23 | First PREMIER Bank | $60 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$483.9K | |
| 2 | +$288.5K | |
| 3 | +$211.9K | |
| 4 | +$208.4K | |
| 5 | +$203.6K | |
| 6 | +$143.2K | |
| 7 | +$105.8K | |
| 8 | +$96.7K | |
| 9 | +$89.1K | |
| 10 | +$82.3K | |
| 11 | +$79.4K | |
| 12 | +$53.4K | |
| 13 | +$30.7K | |
| 14 | +$6.4K | |
| 15 | +$3.7K | |
| 16 | +$2.2K | |
| 17 | +$1.6K | |
| 18 | +$1.6K | |
| 19 | +$586 | |
| 20 | +$356 | |
| 21 | +$7 | |
| 22 | $0 | |
| 23 | -$22.4K | |
| 24 | -$202.9K |