Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Chatterton & Associates Inc. | $3.0M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M |
| 3 | K2 Financial Inc. | $752.1K |
| 4 | Merit Financial Group, LLC | $578.3K |
| 5 | Stewardship Advisors, LLC | $286.3K |
| 6 | Meriwether Wealth & Planning, LLC | $264.7K |
| 7 | PETRA FINANCIAL ADVISORS INC | $228.0K |
| 8 | Foundry Financial Group, Inc. | $201.0K |
| 9 | Cape Investment Advisory, Inc. | $44.5K |
| 10 | AdvisorNet Financial, Inc | $4.1K |
| 11 | HORIZON FINANCIAL SERVICES, LLC | $882 |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$228.0K | |
| 2 | +$226.7K | |
| 3 | +$201.0K | |
| 4 | +$118.5K | |
| 5 | +$44.5K | |
| 6 | +$19.0K | |
| 7 | +$7.9K | |
| 8 | +$2.8K | |
| 9 | +$1.4K | |
| 10 | +$882 | |
| 11 | -$27.5K |