Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | EverSource Wealth Advisors, LLC | $5.5M |
| 2 | ATWOOD & PALMER INC | $3.7M |
| 3 | Farther Finance Advisors, LLC | $1.1M |
| 4 | Newman Dignan & Sheerar, Inc. | $852.9K |
| 5 | Accurate Wealth Management, LLC | $782.1K |
| 6 | TECTONIC ADVISORS LLC | $232.2K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$483.2K | |
| 2 | +$281.4K | |
| 3 | +$232.2K | |
| 4 | +$171.0K | |
| 5 | +$133.6K | |
| 6 | -$353.1K |