Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | ALM First Financial Advisors, LLC | $56.3M |
| 2 | D.A. DAVIDSON & CO. | $12.7M |
| 3 | OPTIMA CAPITAL LLC | $6.9M |
| 4 | Fortis Group Advisors, LLC | $4.7M |
| 5 | Riverbend Wealth Management, LLC | $1.7M |
| 6 | Secure Asset Management, LLC | $1.7M |
| 7 | Farther Finance Advisors, LLC | $1.6M |
| 8 | HBW ADVISORY SERVICES LLC | $1.6M |
| 9 | McGrath & Associates, Inc. | $1.6M |
| 10 | Miller Global Investments, LLC | $1.4M |
| 11 | Encompass More Asset Management | $675.1K |
| 12 | TCFG Investment Advisors, LLC | $378.6K |
| 13 | Whitcomb & Hess, Inc. | $368.3K |
| 14 | Blue Trust, Inc. | $52.6K |
| 15 | LANARK FINANCIAL, INC. | $49.3K |
| 16 | EVOLUTION WEALTH MANAGEMENT INC. | $6.5K |
| 17 | SIGNATUREFD, LLC | $3.1K |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$30.8M | |
| 2 | +$4.9M | |
| 3 | +$1.7M | |
| 4 | +$1.3M | |
| 5 | +$378.6K | |
| 6 | +$378.4K | |
| 7 | +$234.3K | |
| 8 | +$163.6K | |
| 9 | +$137.6K | |
| 10 | +$128.5K | |
| 11 | +$127.4K | |
| 12 | +$95.2K | |
| 13 | +$52.6K | |
| 14 | +$15.6K | |
| 15 | +$3.9K | |
| 16 | +$513 | |
| 17 | +$270 | |
| 18 | -$3.5K | |
| 19 | -$131.6K | |
| 20 | -$239.0K | |
| 21 | -$21.2M |