Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | ATWOOD & PALMER INC | $42.4M |
| 2 | Advisory Resource Group | $20.0M |
| 3 | Accurate Wealth Management, LLC | $1.6M |
| 4 | Dynamic Advisor Solutions LLC | $202.1K |
| 5 | Fairway Wealth LLC | $53.8K |
| 6 | Farther Finance Advisors, LLC | $17.8K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$917.6K | |
| 2 | +$561.1K | |
| 3 | +$202.1K | |
| 4 | +$69.5K | |
| 5 | +$53.8K | |
| 6 | +$1.6K | |
| 7 | -$623.6K |