Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | J. L. Bainbridge & Co., Inc. | $26.4M |
| 2 | Client First Capital LLC | $4.0M |
| 3 | FC Advisory LLC | $2.2M |
| 4 | Amplius Wealth Advisors, LLC | $1.3M |
| 5 | Crewe Advisors LLC | $1.1M |
| 6 | ARS Investment Partners, LLC | $554.5K |
| 7 | Lifestyle Asset Management, Inc. | $465.9K |
| 8 | Crown Wealth Group, LLC | $465.4K |
| 9 | Investment Partners Asset Management, Inc. | $237.5K |
| 10 | Farther Finance Advisors, LLC | $208.7K |
| 11 | Spire Wealth Management | $200.5K |
| 12 | Blue Trust, Inc. | $39.8K |
| 13 | IFP Advisors, Inc | $1.4K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$111.9K | |
| 2 | +$77.5K | |
| 3 | +$50.2K | |
| 4 | +$39.8K | |
| 5 | +$39.8K | |
| 6 | +$20.8K | |
| 7 | +$16.1K | |
| 8 | +$14.0K | |
| 9 | +$8.9K | |
| 10 | +$7.5K | |
| 11 | +$7.4K | |
| 12 | +$53 | |
| 13 | -$11.1M |