Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | J. L. Bainbridge & Co., Inc. | $16.1M |
| 2 | Client First Capital LLC | $2.6M |
| 3 | FC Advisory LLC | $1.8M |
| 4 | CRA Financial Services, LLC | $1.1M |
| 5 | Crewe Advisors LLC | $1.1M |
| 6 | Encompass More Asset Management | $730.2K |
| 7 | Amplius Wealth Advisors, LLC | $706.4K |
| 8 | Cypress Wealth Services, LLC | $640.8K |
| 9 | ARS Investment Partners, LLC | $290.1K |
| 10 | ARS Wealth Advisors Group, LLC | $231.3K |
| 11 | Farther Finance Advisors, LLC | $84.9K |
| 12 | Blue Trust, Inc. | $39.7K |
| 13 | IFP Advisors, Inc | $3.6K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$53.5K | |
| 2 | +$39.7K | |
| 3 | +$35.2K | |
| 4 | +$26.2K | |
| 5 | +$21.3K | |
| 6 | +$9.7K | |
| 7 | +$7.7K | |
| 8 | +$2.2K | |
| 9 | +$1.8K | |
| 10 | -$13.5K | |
| 11 | -$32.9K | |
| 12 | -$33.7K | |
| 13 | -$119.6K | |
| 14 | -$9.3M |