Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Clio Asset Management LLC | $6.7M |
| 2 | Chapman Investment Management, LLC | $3.1M |
| 3 | Freedom Day Solutions, LLC | $2.8M |
| 4 | CALIBER WEALTH MANAGEMENT, LLC / KS | $1.9M |
| 5 | Demars Financial Group, LLC | $1.8M |
| 6 | Citrine Capital LLC | $1.2M |
| 7 | Cape Investment Advisory, Inc. | $940.0K |
| 8 | Pflug Koory, LLC | $790.5K |
| 9 | Mendel Capital Management LLC | $695.9K |
| 10 | PERRYMAN FINANCIAL ADVISORY INC /AD | $529.4K |
| 11 | Portus Wealth Advisors, LLC | $423.6K |
| 12 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $308.4K |
| 13 | S Harris Financial Group, LLC | $305.6K |
| 14 | Malaga Cove Capital, LLC | $285.1K |
| 15 | Oregon Pacific Wealth Management, LLC | $281.4K |
| 16 | Mattern Wealth Management LLC | $259.6K |
| 17 | Investment Planning Advisors, Inc. | $236.7K |
| 18 | Tenon Financial LLC | $222.4K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$6.7M | |
| 2 | +$3.1M | |
| 3 | +$2.8M | |
| 4 | +$1.9M | |
| 5 | +$1.8M | |
| 6 | +$1.2M | |
| 7 | +$940.0K | |
| 8 | +$790.5K | |
| 9 | +$695.9K | |
| 10 | +$529.4K | |
| 11 | +$423.6K | |
| 12 | +$308.4K | |
| 13 | +$305.6K | |
| 14 | +$285.1K | |
| 15 | +$281.4K | |
| 16 | +$259.6K | |
| 17 | +$236.7K | |
| 18 | +$222.4K |