Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | Union Bancaire Privee, UBP SA | $8.8M |
| 2 | PFG Advisors | $3.7M |
| 3 | DAVENPORT & Co LLC | $2.2M |
| 4 | ALBERT D MASON INC | $1.1M |
| 5 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $571.7K |
| 6 | GREENWOOD GEARHART LLC | $346.3K |
| 7 | Sound Income Strategies, LLC | $161.7K |
| 8 | Abel Hall, LLC | $154.6K |
| 9 | Register Financial Advisors LLC | $146.9K |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $34.3K |
| 11 | Kentucky Trust Co | $30.9K |
| 12 | Ritter Daniher Financial Advisory LLC / DE | $24.6K |
| 13 | EverSource Wealth Advisors, LLC | $18.6K |
| 14 | DHJJ Financial Advisors, Ltd. | $15.5K |
| 15 | Crewe Advisors LLC | $11.8K |
| 16 | Pflug Koory, LLC | $10.4K |
| 17 | Farther Finance Advisors, LLC | $10.3K |
| 18 | SIGNATUREFD, LLC | $6.0K |
| 19 | JNBA Financial Advisors | $1.7K |
| 20 | Oakworth Capital, Inc. | $1.6K |
| 21 | JFS WEALTH ADVISORS, LLC | $696 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$8.7M | |
| 2 | +$571.7K | |
| 3 | +$217.4K | |
| 4 | +$109.1K | |
| 5 | +$92.1K | |
| 6 | +$12.6K | |
| 7 | +$12.0K | |
| 8 | +$7.6K | |
| 9 | +$2.9K | |
| 10 | +$2.5K | |
| 11 | +$2.3K | |
| 12 | +$1.7K | |
| 13 | +$1.5K | |
| 14 | +$1.3K | |
| 15 | +$965 | |
| 16 | +$860 | |
| 17 | +$851 | |
| 18 | +$696 | |
| 19 | +$147 | |
| 20 | -$9.3K | |
| 21 | -$354.7K | |
| 22 | -$819.4K |