Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | LifeSteps Financial, Inc. | $367.1K |
| 2 | SteelPeak Wealth, LLC | $228.4K |
| 3 | Falcon Wealth Planning | $190.2K |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $124.2K |
| 5 | WAYSTONE ADVISORS LLC | $100.3K |
| 6 | KWB Wealth | $70.2K |
| 7 | D.A. DAVIDSON & CO. | $65.6K |
| 8 | 5T Wealth, LLC | $61.7K |
| 9 | Apollon Wealth Management, LLC | $61.1K |
| 10 | Plancorp, LLC | $29.6K |
| 11 | Blue Trust, Inc. | $28.5K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$81.1K | |
| 2 | +$79.5K | |
| 3 | +$37.3K | |
| 4 | +$19.7K | |
| 5 | +$18.9K | |
| 6 | +$15.6K | |
| 7 | +$14.0K | |
| 8 | +$12.8K | |
| 9 | +$5.6K | |
| 10 | +$4.2K | |
| 11 | -$31.5K |