Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | Highland Financial Advisors, LLC | $6.4M |
| 2 | Clarity Asset Management, Inc. | $3.7M |
| 3 | Freedom Day Solutions, LLC | $3.4M |
| 4 | Mason & Associates Inc | $2.2M |
| 5 | Northland Capital Management LLC | $2.1M |
| 6 | Trellis Wealth Advisors LLC | $2.0M |
| 7 | Revolve Wealth Partners, LLC | $1.6M |
| 8 | Henrickson Nauta Wealth Advisors, Inc. | $1.4M |
| 9 | Vestment Financial LLC | $1.3M |
| 10 | Burton Enright Welch | $1.2M |
| 11 | Dynamic Advisor Solutions LLC | $795.0K |
| 12 | Abacus Wealth Partners, LLC | $788.5K |
| 13 | Signature Resources Capital Management, LLC | $518.4K |
| 14 | Plancorp, LLC | $465.5K |
| 15 | Oak Wealth Advisors LLC | $410.7K |
| 16 | Torren Management, LLC | $397.6K |
| 17 | Evanson Financial, LLC | $330.1K |
| 18 | Sprinkle Financial Consultants LLC | $296.7K |
| 19 | CALIBER WEALTH MANAGEMENT, LLC / KS | $275.3K |
| 20 | Pearl Planning LLC | $238.5K |
| 21 | EQ LLC | $211.1K |
| 22 | True Wealth Design, LLC | $144.5K |
| 23 | Farther Finance Advisors, LLC | $40.7K |
| 24 | ELEVATION WEALTH PARTNERS, LLC | $28.4K |
| 25 | SJS Investment Consulting Inc. | $12.9K |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$4.4M | |
| 2 | +$3.4M | |
| 3 | +$788.5K | |
| 4 | +$238.5K | |
| 5 | +$211.1K | |
| 6 | +$156.7K | |
| 7 | +$129.1K | |
| 8 | +$108.0K | |
| 9 | +$106.1K | |
| 10 | +$105.7K | |
| 11 | +$103.2K | |
| 12 | +$94.4K | |
| 13 | +$85.1K | |
| 14 | +$49.9K | |
| 15 | +$41.2K | |
| 16 | +$40.7K | |
| 17 | +$33.2K | |
| 18 | +$31.4K | |
| 19 | +$26.8K | |
| 20 | +$21.5K | |
| 21 | +$10.0K | |
| 22 | +$9.0K | |
| 23 | -$6.6K | |
| 24 | -$1.0M |