Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Ignite Planners, LLC | $5.0M |
| 2 | 5T Wealth, LLC | $2.4M |
| 3 | Composition Wealth, LLC | $1.9M |
| 4 | Darwin Wealth Management, LLC | $1.8M |
| 5 | LifeGoal Investments, LLC | $1.4M |
| 6 | WADDELL & ASSOCIATES, LLC | $270.0K |
| 7 | Cohalo Advisory LLC | $236.8K |
| 8 | ARQ WEALTH ADVISORS, LLC | $218.1K |
| 9 | Farther Finance Advisors, LLC | $166.9K |
| 10 | TFC Financial Management, Inc. | $53.3K |
| 11 | IFP Advisors, Inc | $20.3K |
| 12 | Spire Wealth Management | $11.2K |
| 13 | Davis Capital Management | $3.7K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$721.9K | |
| 2 | +$186.0K | |
| 3 | +$174.3K | |
| 4 | +$147.1K | |
| 5 | +$143.0K | |
| 6 | +$90.6K | |
| 7 | +$30.7K | |
| 8 | +$25.0K | |
| 9 | +$6.1K | |
| 10 | +$3.7K | |
| 11 | +$2.3K | |
| 12 | +$1.3K | |
| 13 | -$20.6K |