Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Strid Group, LLC | $101.0M |
| 2 | BWM Planning, LLC | $16.7M |
| 3 | Well Done, LLC | $9.2M |
| 4 | Vestment Financial LLC | $3.8M |
| 5 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $3.6M |
| 6 | L.K. Benson & Company, P.C. | $2.0M |
| 7 | Innova Wealth Partners | $1.5M |
| 8 | Meredith Wealth Planning | $1.4M |
| 9 | XY Planning Network, Inc. | $1.2M |
| 10 | Warren Street Wealth Advisors, LLC | $1.1M |
| 11 | Aspect Partners, LLC | $447.9K |
| 12 | LEAVELL INVESTMENT MANAGEMENT, INC. | $248.9K |
| 13 | Moisand Fitzgerald Tamayo, LLC | $245.6K |
| 14 | Foundry Financial LLC | $206.7K |
| 15 | SRH ADVISORS, LLC | $133.1K |
| 16 | Farther Finance Advisors, LLC | $5.5K |
| 17 | IFP Advisors, Inc | $1.1K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$12.2M | |
| 2 | +$1.5M | |
| 3 | +$1.2M | |
| 4 | +$455.5K | |
| 5 | +$206.7K | |
| 6 | +$178.4K | |
| 7 | +$91.7K | |
| 8 | +$84.6K | |
| 9 | +$67.7K | |
| 10 | +$49.6K | |
| 11 | +$27.5K | |
| 12 | +$26.7K | |
| 13 | +$14.7K | |
| 14 | +$7.9K | |
| 15 | +$302 | |
| 16 | +$66 | |
| 17 | -$87.2K |