Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | ECLECTIC ASSOCIATES INC /ADV | $10.4M |
| 2 | Beta Wealth Group, Inc. | $6.3M |
| 3 | 21 West Wealth Management LLC | $1.6M |
| 4 | Bill Few Associates, Inc. | $879.3K |
| 5 | Independence Asset Advisors, LLC | $762.1K |
| 6 | Wealthcare Advisory Partners LLC | $722.5K |
| 7 | Plus Group Wealth Advisors LLC | $633.3K |
| 8 | Certified Advisory Corp | $484.8K |
| 9 | FLAGSHIP HARBOR ADVISORS, LLC | $235.3K |
| 10 | Focus Financial Network, Inc. | $224.7K |
| 11 | Center for Financial Planning, Inc. | $51.2K |
| 12 | AdvisorNet Financial, Inc | $33.5K |
| 13 | Spire Wealth Management | $31.3K |
| 14 | Farther Finance Advisors, LLC | $17.5K |
| 15 | JFS WEALTH ADVISORS, LLC | $8.0K |
| 16 | Vision Retirement, LLC | $3.5K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$2.1M | |
| 2 | +$492.0K | |
| 3 | +$235.3K | |
| 4 | +$224.7K | |
| 5 | +$123.8K | |
| 6 | +$75.5K | |
| 7 | +$66.9K | |
| 8 | +$63.8K | |
| 9 | +$63.4K | |
| 10 | +$40.7K | |
| 11 | +$8.0K | |
| 12 | +$6.5K | |
| 13 | +$4.6K | |
| 14 | +$4.0K | |
| 15 | +$2.5K | |
| 16 | -$694 | |
| 17 | -$16.3K |