Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Ferguson Shapiro LLC | $44.6M |
| 2 | Professional Financial Advisors, LLC | $13.3M |
| 3 | Aspect Partners, LLC | $8.9M |
| 4 | BLVD Private Wealth, LLC | $5.1M |
| 5 | Fermata Advisors, LLC | $4.9M |
| 6 | Wealthcare Advisory Partners LLC | $4.6M |
| 7 | Accurate Wealth Management, LLC | $2.7M |
| 8 | Oregon Pacific Wealth Management, LLC | $1.7M |
| 9 | Worth Asset Management, LLC | $766.8K |
| 10 | Innova Wealth Partners | $437.2K |
| 11 | Sherman Wealth Management LLC | $267.3K |
| 12 | Barnes Wealth Management Group, Inc | $244.0K |
| 13 | Cohalo Advisory LLC | $79.6K |
| 14 | CoreCap Advisors, LLC | $32.9K |
| 15 | True Wealth Design, LLC | $24.6K |
| 16 | Triumph Capital Management | $3.1K |
| 17 | Farther Finance Advisors, LLC | $2.0K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$1.7M | |
| 2 | +$1.3M | |
| 3 | +$1.2M | |
| 4 | +$776.2K | |
| 5 | +$428.9K | |
| 6 | +$181.3K | |
| 7 | +$101.7K | |
| 8 | +$50.5K | |
| 9 | +$41.5K | |
| 10 | +$29.8K | |
| 11 | +$8.5K | |
| 12 | +$3.8K | |
| 13 | +$2.8K | |
| 14 | +$355 | |
| 15 | -$8.2K | |
| 16 | -$69.8K | |
| 17 | -$2.8M |