Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Mid-American Wealth Advisory Group, Inc. | $8.7M |
| 2 | Fermata Advisors, LLC | $8.2M |
| 3 | Yoder Wealth Management, Inc. | $6.0M |
| 4 | Ares Financial Consulting, LLC | $3.5M |
| 5 | Focus Financial Network, Inc. | $2.6M |
| 6 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $1.9M |
| 7 | Vanguard Capital Wealth Advisors | $1.5M |
| 8 | SteelPeak Wealth, LLC | $1.3M |
| 9 | Torren Management, LLC | $1.0M |
| 10 | Dynamic Advisor Solutions LLC | $933.1K |
| 11 | IRON Financial LLC | $670.7K |
| 12 | B.O.S.S. Retirement Advisors, LLC | $575.5K |
| 13 | Avior Wealth Management, LLC | $307.5K |
| 14 | Baker Ellis Asset Management LLC | $289.2K |
| 15 | Kastel Capital Advisors, LLC | $265.1K |
| 16 | Aegis Wealth Management, Inc. | $228.6K |
| 17 | EVOLUTION WEALTH MANAGEMENT INC. | $136.1K |
| 18 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $65.7K |
| 19 | Networth Advisors, LLC | $41.9K |
| 20 | Decker Retirement Planning Inc. | $14.1K |
| 21 | Quest 10 Wealth Builders, Inc. | $9.1K |
| 22 | Farther Finance Advisors, LLC | $1.6K |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$766.5K | |
| 2 | +$575.5K | |
| 3 | +$536.8K | |
| 4 | +$363.5K | |
| 5 | +$260.2K | |
| 6 | +$210.2K | |
| 7 | +$170.5K | |
| 8 | +$104.3K | |
| 9 | +$52.7K | |
| 10 | +$48.9K | |
| 11 | +$26.4K | |
| 12 | +$14.1K | |
| 13 | +$1.8K | |
| 14 | -$14 | |
| 15 | -$1.8K | |
| 16 | -$2.2K | |
| 17 | -$9.2K | |
| 18 | -$18.7K | |
| 19 | -$37.4K | |
| 20 | -$103.4K | |
| 21 | -$561.5K | |
| 22 | -$1.2M | |
| 23 | -$1.3M | |
| 24 | -$1.8M |