Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $10.1M |
| 2 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $3.4M |
| 3 | STERLING INVESTMENT MANAGEMENT, LLC | $3.1M |
| 4 | Ballew Advisors, Inc | $1.1M |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $966.7K |
| 6 | Vigilare Wealth Management | $810.6K |
| 7 | Maltin Wealth Management, Inc. | $622.4K |
| 8 | Range Financial Group LLC | $595.1K |
| 9 | Roger Wittlin Investment Advisory, LLC | $576.6K |
| 10 | Bison Wealth, LLC | $564.6K |
| 11 | HCR Wealth Advisors | $375.9K |
| 12 | Auour Investments LLC | $344.2K |
| 13 | Reyes Financial Architecture, Inc. | $239.6K |
| 14 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $210.4K |
| 15 | Union Bancaire Privee, UBP SA | $205.9K |
| 16 | Lodestone Wealth Management LLC | $20.0K |
| 17 | VIMA LLC | $15.7K |
| 18 | Lesa Sroufe & Co | $2.8K |
| 19 | Wilkerson Advisory Group LLC | $2.6K |
| 20 | LANARK FINANCIAL, INC. | $2.5K |
| 21 | Farther Finance Advisors, LLC | $1.2K |
| 22 | Blue Trust, Inc. | $652 |
| 23 | F&V Capital Management, LLC | $625 |
| 24 | Quest 10 Wealth Builders, Inc. | $226 |
| 25 | FNY Investment Advisers, LLC | $1 |
Manager changes2026-06-30 vs 2026-03-3139 / 39 loaded
| # | ||
|---|---|---|
| 1 | +$3.1M | |
| 2 | +$1.3M | |
| 3 | +$966.7K | |
| 4 | +$595.1K | |
| 5 | +$576.6K | |
| 6 | +$72.7K | |
| 7 | +$1 | |
| 8 | -$14 | |
| 9 | -$64 | |
| 10 | -$185 | |
| 11 | -$355 | |
| 12 | -$681 | |
| 13 | -$711 | |
| 14 | -$713 | |
| 15 | -$5.7K | |
| 16 | -$12.4K | |
| 17 | -$12.9K | |
| 18 | -$16.1K | |
| 19 | -$62.9K | |
| 20 | -$68.2K | |
| 21 | -$133.9K | |
| 22 | -$203.9K | |
| 23 | -$228.8K | |
| 24 | -$241.4K | |
| 25 | -$261.8K | |
| 26 | -$300.1K | |
| 27 | -$386.6K | |
| 28 | -$447.7K | |
| 29 | -$739.7K | |
| 30 | -$806.7K | |
| 31 | -$906.5K | |
| 32 | -$1.7M | |
| 33 | -$2.0M | |
| 34 | -$2.7M | |
| 35 | -$4.6M | |
| 36 | -$7.1M | |
| 37 | -$9.5M | |
| 38 | -$17.8M | |
| 39 | -$34.3M |