Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Blue Trust, Inc. | $364.8M |
| 2 | SAPIENT CAPITAL LLC | $1.4M |
| 3 | Strategic Blueprint, LLC | $867.9K |
| 4 | Farther Finance Advisors, LLC | $629.4K |
| 5 | Summit Investment Advisory Services, LLC | $341.1K |
| 6 | TrustWell Financial Advisors, LLC | $300.2K |
| 7 | Kings Path Partners LLC | $43.7K |
| 8 | EverSource Wealth Advisors, LLC | $10.8K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$16.3M | |
| 2 | +$102.0K | |
| 3 | +$49.8K | |
| 4 | +$40.4K | |
| 5 | +$29.2K | |
| 6 | +$10.2K | |
| 7 | +$5.9K | |
| 8 | -$8.1K | |
| 9 | -$132.8K |