Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | Ballentine Partners, LLC | $1.7M |
| 2 | SIGNATUREFD, LLC | $1.3M |
| 3 | LVW Advisors, LLC | $1.2M |
| 4 | Foster Group, Inc. | $338.5K |
| 5 | EVERGREEN CAPITAL MANAGEMENT LLC | $235.2K |
| 6 | GAMMA Investing LLC | $216.1K |
| 7 | Farther Finance Advisors, LLC | $106.3K |
| 8 | Physician Wealth Advisors, Inc. | $23.7K |
| 9 | AdvisorNet Financial, Inc | $9.6K |
| 10 | Crewe Advisors LLC | $7.3K |
| 11 | EverSource Wealth Advisors, LLC | $4.2K |
| 12 | Dogwood Wealth Management LLC | $3.3K |
| 13 | SBI Securities Co., Ltd. | $2.8K |
| 14 | Moisand Fitzgerald Tamayo, LLC | $2.5K |
| 15 | IFP Advisors, Inc | $964 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$906.4K | |
| 2 | +$874.7K | |
| 3 | +$583.0K | |
| 4 | +$338.5K | |
| 5 | +$235.2K | |
| 6 | +$100.1K | |
| 7 | +$49.7K | |
| 8 | +$6.2K | |
| 9 | +$4.3K | |
| 10 | +$3.2K | |
| 11 | +$2.7K | |
| 12 | +$1.9K | |
| 13 | +$1.5K | |
| 14 | +$1.1K | |
| 15 | +$427 | |
| 16 | -$26.8K |