Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Versant Capital Management, Inc | $7.7M |
| 2 | Cordant, Inc. | $7.3M |
| 3 | Evanson Financial, LLC | $1.9M |
| 4 | Discipline Wealth Solutions, LLC | $902.5K |
| 5 | Applied Capital LLC | $539.2K |
| 6 | FIDUCIARY FINANCIAL GROUP, LLC | $323.1K |
| 7 | SAX WEALTH ADVISORS, LLC | $291.0K |
| 8 | Farther Finance Advisors, LLC | $286.0K |
| 9 | Approach Retirement Advisors, LLC | $213.5K |
| 10 | GILPIN WEALTH MANAGEMENT, LLC | $51.5K |
| 11 | Ares Financial Consulting, LLC | $16.1K |
| 12 | CoreCap Advisors, LLC | $12.9K |
| 13 | PARK AVENUE SECURITIES LLC | $937 |
| 14 | Capital Investment Advisory Services, LLC | $350 |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$4.4M | |
| 2 | +$1.8M | |
| 3 | +$395.0K | |
| 4 | +$291.0K | |
| 5 | +$171.0K | |
| 6 | +$81.6K | |
| 7 | +$72.6K | |
| 8 | +$51.5K | |
| 9 | +$12.9K | |
| 10 | +$7.5K | |
| 11 | +$937 | |
| 12 | +$533 | |
| 13 | -$55 | |
| 14 | -$231.8K |