Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | Octavia Wealth Advisors, LLC | $21.6M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.7M |
| 3 | PFG Advisors | $2.6M |
| 4 | Ethos Capital Management, Inc. | $2.6M |
| 5 | IFP Advisors, Inc | $2.2M |
| 6 | Revisor Wealth Management LLC | $832.5K |
| 7 | 5T Wealth, LLC | $594.5K |
| 8 | Charis Legacy Partners, LLC | $309.6K |
| 9 | JGP Wealth Management, LLC | $251.0K |
| 10 | EASTERN BANK | $44.0K |
| 11 | Kopp Family Office, LLC | $39.7K |
| 12 | LANARK FINANCIAL, INC. | $39.3K |
| 13 | SIGNATUREFD, LLC | $33.8K |
| 14 | Capital Investment Advisory Services, LLC | $21.8K |
| 15 | Golden State Wealth Management, LLC | $5.9K |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$2.2M | |
| 2 | +$1.2M | |
| 3 | +$832.5K | |
| 4 | +$217 | |
| 5 | -$104 | |
| 6 | -$188 | |
| 7 | -$190 | |
| 8 | -$210 | |
| 9 | -$828 | |
| 10 | -$1.2K | |
| 11 | -$1.5K | |
| 12 | -$491.6K | |
| 13 | -$1.4M | |
| 14 | -$4.4M | |
| 15 | -$7.1M |