Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | Wealth Management Partners, LLC | $17.5M |
| 2 | Networth Advisors, LLC | $15.2M |
| 3 | CGN Advisors LLC | $14.5M |
| 4 | Tiller Private Wealth, Inc. | $9.0M |
| 5 | Mendota Financial Group, LLC | $7.1M |
| 6 | LexAurum Advisors, LLC | $3.8M |
| 7 | CFS Investment Advisory Services, LLC | $3.1M |
| 8 | Balance Wealth Partners LLC | $2.6M |
| 9 | Quad-Cities Investment Group, LLC | $2.3M |
| 10 | Gradient Capital Advisors, LLC | $2.2M |
| 11 | Plancorp, LLC | $1.4M |
| 12 | WMG Financial Advisors, LLC | $1.3M |
| 13 | SRH ADVISORS, LLC | $1.3M |
| 14 | Canvas Wealth Advisors, LLC | $1.3M |
| 15 | Farther Finance Advisors, LLC | $1.2M |
| 16 | Team Financial Group, LLC | $1.2M |
| 17 | BENJAMIN EDWARDS INC | $886.7K |
| 18 | GEN Financial Management, INC. | $833.2K |
| 19 | StrongBox Wealth, LLC | $695.7K |
| 20 | Avondale Wealth Management | $301.3K |
| 21 | Merit Financial Group, LLC | $245.1K |
| 22 | ATWOOD & PALMER INC | $139.9K |
| 23 | Trust Co | $116.0K |
| 24 | IFP Advisors, Inc | $39.5K |
| 25 | HARBOR INVESTMENT ADVISORY, LLC | $22.5K |
| 26 | Quest 10 Wealth Builders, Inc. | $9.1K |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$2.6M | |
| 2 | +$2.3M | |
| 3 | +$2.2M | |
| 4 | +$1.8M | |
| 5 | +$1.3M | |
| 6 | +$1.2M | |
| 7 | +$886.7K | |
| 8 | +$847.1K | |
| 9 | +$710.0K | |
| 10 | +$684.4K | |
| 11 | +$522.0K | |
| 12 | +$504.1K | |
| 13 | +$213.0K | |
| 14 | +$186.8K | |
| 15 | +$182.6K | |
| 16 | +$130.6K | |
| 17 | +$91.1K | |
| 18 | +$88.7K | |
| 19 | +$69.0K | |
| 20 | +$30.1K | |
| 21 | +$27.5K | |
| 22 | +$24.6K | |
| 23 | +$22.5K | |
| 24 | +$14.0K | |
| 25 | +$9.1K | |
| 26 | +$3.9K |