Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Arlington Financial Advisors, LLC | $52.5M |
| 2 | Venturi Wealth Management, LLC | $23.6M |
| 3 | AMI INVESTMENT MANAGEMENT INC | $9.1M |
| 4 | Archford Capital Strategies, LLC | $8.2M |
| 5 | FMA Wealth Management, LLC | $4.5M |
| 6 | KWB Wealth | $4.2M |
| 7 | CPC Advisors, LLC | $2.8M |
| 8 | Lansing Street Advisors | $1.5M |
| 9 | MOODY NATIONAL BANK TRUST DIVISION | $1.5M |
| 10 | Embree Financial Group | $1.0M |
| 11 | BENJAMIN EDWARDS INC | $663.3K |
| 12 | Annex Advisory Services, LLC | $582.3K |
| 13 | CRA Financial Services, LLC | $445.3K |
| 14 | SFG Wealth Management, LLC. | $427.0K |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $203.3K |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $6.0K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$3.6M | |
| 2 | +$1.5M | |
| 3 | +$1.3M | |
| 4 | +$1.1M | |
| 5 | +$602.8K | |
| 6 | +$80.8K | |
| 7 | +$32.9K | |
| 8 | +$23.2K | |
| 9 | +$137 | |
| 10 | -$5.2K | |
| 11 | -$40.5K | |
| 12 | -$182.7K | |
| 13 | -$202.9K | |
| 14 | -$347.6K | |
| 15 | -$370.9K | |
| 16 | -$1.0M | |
| 17 | -$3.5M |