Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Morton Capital Management LLC/CA | $25.6M |
| 2 | Merit Financial Group, LLC | $10.1M |
| 3 | CULTIVAR CAPITAL, INC. | $9.6M |
| 4 | Avior Wealth Management, LLC | $1.4M |
| 5 | Austin Wealth Management, LLC | $674.9K |
| 6 | Focus Financial Network, Inc. | $387.4K |
| 7 | Farther Finance Advisors, LLC | $268.3K |
| 8 | NORTHBRIDGE FINANCIAL GROUP, LLC | $239.4K |
| 9 | Certified Advisory Corp | $233.3K |
| 10 | Castleview Partners, LLC | $222.6K |
| 11 | IFP Advisors, Inc | $96.0K |
| 12 | Intesa Sanpaolo Wealth Management | $26.0K |
| 13 | Spire Wealth Management | $20.6K |
| 14 | CoreCap Advisors, LLC | $19.1K |
| 15 | LANARK FINANCIAL, INC. | $11.5K |
| 16 | Capital Investment Advisory Services, LLC | $8.6K |
| 17 | Realta Investment Advisors | $6.7K |
| 18 | GHP Investment Advisors, Inc. | $6.5K |
| 19 | Darwin Wealth Management, LLC | $1.4K |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$10.1M | |
| 2 | +$233.3K | |
| 3 | +$26.0K | |
| 4 | +$20.3K | |
| 5 | +$14.0K | |
| 6 | +$423 | |
| 7 | -$81 | |
| 8 | -$367 | |
| 9 | -$483 | |
| 10 | -$645 | |
| 11 | -$1.1K | |
| 12 | -$1.2K | |
| 13 | -$14.9K | |
| 14 | -$21.8K | |
| 15 | -$51.2K | |
| 16 | -$68.6K | |
| 17 | -$307.7K | |
| 18 | -$624.8K | |
| 19 | -$2.0M |