Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | $5.0M |
| 2 | PFG Investments, LLC | $2.3M |
| 3 | Stonehearth Capital Management, LLC | $1.8M |
| 4 | EVERGREEN CAPITAL MANAGEMENT LLC | $730.7K |
| 5 | First Pacific Financial | $571.0K |
| 6 | FSM Wealth Advisors, LLC | $561.7K |
| 7 | Allegheny Financial Group | $465.6K |
| 8 | Enclave Advisors LLC | $459.7K |
| 9 | Lewis Asset Management, LLC | $228.9K |
| 10 | GGM Financial LLC | $219.2K |
| 11 | Mason & Associates Inc | $209.6K |
| 12 | TFC Financial Management, Inc. | $129.0K |
| 13 | Robinswood Financial LLC | $73.4K |
| 14 | Newton One Investments LLC | $4.5K |
| 15 | TSFG, LLC | $16 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$1.7M | |
| 2 | +$1.5M | |
| 3 | +$314.9K | |
| 4 | +$228.9K | |
| 5 | +$209.6K | |
| 6 | +$177.8K | |
| 7 | +$150.6K | |
| 8 | +$76.6K | |
| 9 | +$70.1K | |
| 10 | +$23.3K | |
| 11 | +$22.1K | |
| 12 | +$10.8K | |
| 13 | +$804 | |
| 14 | +$3 | |
| 15 | -$51.6K | |
| 16 | -$475.8K |