Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Warren Street Wealth Advisors, LLC | $13.1M |
| 2 | Team Financial Group, LLC | $3.0M |
| 3 | MISSION WEALTH MANAGEMENT, LP | $1.7M |
| 4 | WealthBridge Capital Management, LLC | $521.5K |
| 5 | Brookwood Investment Group LLC | $420.4K |
| 6 | Covenant Asset Management, LLC | $407.2K |
| 7 | XY Planning Network, Inc. | $392.2K |
| 8 | Bison Wealth, LLC | $364.2K |
| 9 | Fermata Advisors, LLC | $259.9K |
| 10 | Merit Financial Group, LLC | $208.8K |
| 11 | GoalVest Advisory LLC | $50.7K |
| 12 | Farther Finance Advisors, LLC | $38.8K |
| 13 | Main Street Group, LTD | $19.5K |
| 14 | EVOLUTION WEALTH MANAGEMENT INC. | $13.3K |
| 15 | IFP Advisors, Inc | $6.8K |
| 16 | Abound Wealth Management | $4.8K |
| 17 | Aventura Private Wealth, LLC | $1.8K |
| 18 | Blue Trust, Inc. | $54 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$521.5K | |
| 2 | +$19.5K | |
| 3 | -$3 | |
| 4 | -$103 | |
| 5 | -$271 | |
| 6 | -$387 | |
| 7 | -$757 | |
| 8 | -$2.9K | |
| 9 | -$7.3K | |
| 10 | -$20.9K | |
| 11 | -$22.0K | |
| 12 | -$23.2K | |
| 13 | -$37.1K | |
| 14 | -$44.9K | |
| 15 | -$71.0K | |
| 16 | -$296.6K | |
| 17 | -$435.6K | |
| 18 | -$672.9K |