Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Pictet North America Advisors SA | $10.6M |
| 2 | WT Wealth Management | $6.5M |
| 3 | FLAGSHIP HARBOR ADVISORS, LLC | $3.2M |
| 4 | Colonial River Investments, LLC | $2.3M |
| 5 | Beta Wealth Group, Inc. | $1.9M |
| 6 | IFP Advisors, Inc | $1.6M |
| 7 | BANQUE PICTET & CIE SA | $1.4M |
| 8 | LongView Wealth Management | $346.1K |
| 9 | Independence Asset Advisors, LLC | $283.8K |
| 10 | Archford Capital Strategies, LLC | $224.4K |
| 11 | BAR HARBOR WEALTH MANAGEMENT | $222.2K |
| 12 | SFG Wealth Management, LLC. | $203.5K |
| 13 | TOTH FINANCIAL ADVISORY CORP | $62.9K |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $52.8K |
| 15 | 1620 INVESTMENT ADVISORS, INC. | $40.9K |
| 16 | TFC Financial Management, Inc. | $15.3K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$2.3M | |
| 2 | +$864.1K | |
| 3 | +$203.5K | |
| 4 | +$78.0K | |
| 5 | +$27.2K | |
| 6 | +$23.8K | |
| 7 | +$5.0K | |
| 8 | +$4.1K | |
| 9 | +$4.0K | |
| 10 | +$3.7K | |
| 11 | +$2.0K | |
| 12 | +$889 | |
| 13 | +$480 | |
| 14 | +$324 | |
| 15 | -$89.2K | |
| 16 | -$937.1K |