Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | WEALTHCARE CAPITAL MANAGEMENT LLC | $94.1M |
| 2 | CONTINUUM WEALTH ADVISORS, LLC | $41.6M |
| 3 | CULTIVAR CAPITAL, INC. | $20.1M |
| 4 | Wealthcare Advisory Partners LLC | $18.8M |
| 5 | L.K. Benson & Company, P.C. | $7.7M |
| 6 | Archford Capital Strategies, LLC | $6.2M |
| 7 | Encompass More Asset Management | $3.6M |
| 8 | CLG LLC | $2.7M |
| 9 | Roan Capital Partners | $1.1M |
| 10 | Austin Wealth Management, LLC | $925.7K |
| 11 | Dynamic Advisor Solutions LLC | $810.3K |
| 12 | Wealthcare Capital Partners, LLC | $769.9K |
| 13 | XY Planning Network, Inc. | $726.9K |
| 14 | Well Done, LLC | $724.5K |
| 15 | Farther Finance Advisors, LLC | $720.1K |
| 16 | Foundry Financial LLC | $630.6K |
| 17 | Composition Wealth, LLC | $533.1K |
| 18 | BENJAMIN EDWARDS INC | $296.4K |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$6.2M | |
| 2 | +$3.6M | |
| 3 | +$1.8M | |
| 4 | +$1.7M | |
| 5 | +$1.4M | |
| 6 | +$724.5K | |
| 7 | +$720.1K | |
| 8 | +$703.5K | |
| 9 | +$630.6K | |
| 10 | +$533.1K | |
| 11 | +$92.2K | |
| 12 | +$80.9K | |
| 13 | +$61.7K | |
| 14 | +$6.6K | |
| 15 | +$3.2K | |
| 16 | -$219.0K | |
| 17 | -$231.8K | |
| 18 | -$464.8K | |
| 19 | -$10.4M |