Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Revolve Wealth Partners, LLC | $43.2M |
| 2 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $5.2M |
| 3 | Vestment Financial LLC | $2.9M |
| 4 | Warren Street Wealth Advisors, LLC | $1.6M |
| 5 | L.K. Benson & Company, P.C. | $962.8K |
| 6 | Innova Wealth Partners | $890.6K |
| 7 | Well Done, LLC | $766.3K |
| 8 | XY Planning Network, Inc. | $547.2K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$1.0M | |
| 2 | +$240.5K | |
| 3 | +$63.8K | |
| 4 | +$10.9K | |
| 5 | +$1.9K | |
| 6 | -$56.9K | |
| 7 | -$80.4K | |
| 8 | -$201.5K | |
| 9 | -$1.4M |