Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Farther Finance Advisors, LLC | $7.2M |
| 2 | MISSION WEALTH MANAGEMENT, LP | $3.3M |
| 3 | Abacus Wealth Partners, LLC | $3.3M |
| 4 | RFG Advisory, LLC | $2.7M |
| 5 | Sequoia Financial Advisors, LLC | $2.3M |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M |
| 7 | SageOak Financial, LLC | $2.0M |
| 8 | Cerro Pacific Wealth Advisors LLC | $1.8M |
| 9 | J. M. Brown & Associates Inc. | $902.9K |
| 10 | Emergent Wealth Advisors, LLC | $413.5K |
| 11 | Valeo Financial Advisors, LLC | $373.3K |
| 12 | Y-Intercept (Hong Kong) Ltd | $372.0K |
| 13 | Stanich Group LLC | $221.6K |
| 14 | Strategic Blueprint, LLC | $215.0K |
| 15 | Unique Wealth Strategies, LLC | $213.7K |
| 16 | IFP Advisors, Inc | $134.0K |
| 17 | First Pacific Financial | $37.3K |
| 18 | Bogart Wealth, LLC | $5.8K |
| 19 | CX Institutional | $1 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$1.4M | |
| 2 | +$1.1M | |
| 3 | +$1.0M | |
| 4 | +$987.5K | |
| 5 | +$861.5K | |
| 6 | +$535.3K | |
| 7 | +$376.9K | |
| 8 | +$372.0K | |
| 9 | +$312.3K | |
| 10 | +$221.6K | |
| 11 | +$215.0K | |
| 12 | +$213.7K | |
| 13 | +$67.2K | |
| 14 | +$60.9K | |
| 15 | +$37.3K | |
| 16 | +$26.7K | |
| 17 | +$934 | |
| 18 | +$1 | |
| 19 | -$241.8K | |
| 20 | -$391.2K |