Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | NORTHBRIDGE FINANCIAL GROUP, LLC | $655.0K |
| 2 | Independent Wealth Network Inc. | $586.6K |
| 3 | FLAGSHIP HARBOR ADVISORS, LLC | $431.9K |
| 4 | Great Diamond Partners, LLC | $375.3K |
| 5 | Farther Finance Advisors, LLC | $315.2K |
| 6 | AdvisorNet Financial, Inc | $90.6K |
| 7 | Hughes Financial Services, LLC | $30.5K |
| 8 | Mascoma Wealth Management LLC | $25.3K |
| 9 | LANARK FINANCIAL, INC. | $19.8K |
| 10 | Key FInancial Inc | $5.0K |
| 11 | Triumph Capital Management | $4.0K |
| 12 | Abound Wealth Management | $1.6K |
| 13 | SBI Securities Co., Ltd. | $566 |
| 14 | Blue Trust, Inc. | $340 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$125.9K | |
| 2 | +$108.2K | |
| 3 | +$91.6K | |
| 4 | +$87.5K | |
| 5 | +$54.9K | |
| 6 | +$54.4K | |
| 7 | +$6.2K | |
| 8 | +$5.1K | |
| 9 | +$4.0K | |
| 10 | +$1.0K | |
| 11 | +$320 | |
| 12 | +$69 | |
| 13 | -$66 | |
| 14 | -$2.9K | |
| 15 | -$3.1K | |
| 16 | -$4.8K | |
| 17 | -$14.5K | |
| 18 | -$327.6K | |
| 19 | -$8.6M |