Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | EverSource Wealth Advisors, LLC | $58.9M |
| 2 | LifeGuide Financial Advisors, LLC | $5.8M |
| 3 | Merit Financial Group, LLC | $635.2K |
| 4 | TrustWell Financial Advisors, LLC | $530.7K |
| 5 | Strategic Blueprint, LLC | $476.0K |
| 6 | Sound Stewardship, LLC | $331.0K |
| 7 | LGT Financial Advisors LLC | $108.1K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$1.0M | |
| 2 | +$635.2K | |
| 3 | +$331.0K | |
| 4 | +$95.7K | |
| 5 | +$75.6K | |
| 6 | +$17.1K | |
| 7 | -$19.9M |