Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | J. L. Bainbridge & Co., Inc. | $15.9M |
| 2 | Crown Wealth Group, LLC | $14.0M |
| 3 | FC Advisory LLC | $4.2M |
| 4 | Crewe Advisors LLC | $1.6M |
| 5 | Amplius Wealth Advisors, LLC | $810.5K |
| 6 | Encompass More Asset Management | $732.6K |
| 7 | Strategic Blueprint, LLC | $469.3K |
| 8 | ARS Investment Partners, LLC | $273.1K |
| 9 | Farther Finance Advisors, LLC | $64.1K |
| 10 | Blue Trust, Inc. | $39.6K |
| 11 | IFP Advisors, Inc | $2.2K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$790.4K | |
| 2 | +$134.1K | |
| 3 | +$39.6K | |
| 4 | +$22.8K | |
| 5 | +$7.7K | |
| 6 | +$1.7K | |
| 7 | +$61 | |
| 8 | -$6.5K | |
| 9 | -$123.1K | |
| 10 | -$204.7K | |
| 11 | -$446.2K | |
| 12 | -$2.2M |