Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | EVOLUTION WEALTH MANAGEMENT INC. | $5.6M |
| 2 | Austin Wealth Management, LLC | $2.2M |
| 3 | Park Edge Advisors, LLC | $1.3M |
| 4 | B.O.S.S. Retirement Advisors, LLC | $903.7K |
| 5 | Fiduciary Alliance LLC | $797.9K |
| 6 | Dynamic Advisor Solutions LLC | $338.7K |
| 7 | LifeWealth Investments, LLC | $278.8K |
| 8 | Networth Advisors, LLC | $25.5K |
| 9 | Quest 10 Wealth Builders, Inc. | $8.3K |
| 10 | IFP Advisors, Inc | $6.1K |
| 11 | Decker Retirement Planning Inc. | $4.8K |
| 12 | Noble Wealth Management PBC | $2.3K |
| 13 | Farther Finance Advisors, LLC | $124 |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$872.1K | |
| 2 | +$403.0K | |
| 3 | +$192.2K | |
| 4 | +$94.7K | |
| 5 | +$50.3K | |
| 6 | +$41.7K | |
| 7 | +$4.8K | |
| 8 | +$2.9K | |
| 9 | +$756 | |
| 10 | +$281 | |
| 11 | -$12.8K | |
| 12 | -$13.8K | |
| 13 | -$25.2K | |
| 14 | -$45.0K |