Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Holos Integrated Wealth LLC | $10.0M |
| 2 | Buska Wealth Management, LLC | $5.1M |
| 3 | New Capital Management LP | $4.4M |
| 4 | Net Worth Advisory Group | $4.3M |
| 5 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $969.7K |
| 6 | CRA Financial Services, LLC | $896.7K |
| 7 | SteelPeak Wealth, LLC | $719.1K |
| 8 | SageOak Financial, LLC | $398.0K |
| 9 | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $371.2K |
| 10 | Independence Asset Advisors, LLC | $289.9K |
| 11 | Insight Wealth Strategies, LLC | $246.6K |
| 12 | Farther Finance Advisors, LLC | $154.9K |
| 13 | Physician Wealth Advisors, Inc. | $23.0K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$4.3M | |
| 2 | +$2.1M | |
| 3 | +$2.0M | |
| 4 | +$719.1K | |
| 5 | +$398.0K | |
| 6 | +$371.2K | |
| 7 | +$246.6K | |
| 8 | +$154.9K | |
| 9 | +$74.9K | |
| 10 | +$25.3K | |
| 11 | +$5.0K | |
| 12 | +$128 | |
| 13 | -$47.7K |