Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | Stewardship Advisors, LLC | $4.7M |
| 2 | Prentice Wealth Management LLC | $4.4M |
| 3 | GGM Financial LLC | $3.1M |
| 4 | AdvisorNet Financial, Inc | $3.0M |
| 5 | BOYUM WEALTH ARCHITECTS LLC | $2.9M |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M |
| 7 | Investment Planning Advisors, Inc. | $1.8M |
| 8 | Connecticut Capital Management Group, LLC | $777.1K |
| 9 | FLAGSHIP HARBOR ADVISORS, LLC | $442.7K |
| 10 | Farther Finance Advisors, LLC | $354.4K |
| 11 | LAUREL OAK WEALTH MANAGEMENT, LLC | $258.0K |
| 12 | Meridian Financial Advisors, LLC | $210.0K |
| 13 | HOWARD WEALTH MANAGEMENT, LLC | $202.7K |
| 14 | Rosenberg Matthew Hamilton | $81.3K |
| 15 | GAMMA Investing LLC | $4.6K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$739.5K | |
| 2 | +$521.0K | |
| 3 | +$298.4K | |
| 4 | +$210.0K | |
| 5 | +$202.7K | |
| 6 | +$124.4K | |
| 7 | +$62.2K | |
| 8 | +$46.0K | |
| 9 | +$16.9K | |
| 10 | +$5.4K | |
| 11 | +$4.1K | |
| 12 | +$72 | |
| 13 | -$22.3K | |
| 14 | -$76.0K | |
| 15 | -$129.9K | |
| 16 | -$222.6K | |
| 17 | -$296.9K | |
| 18 | -$1.0M |