Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Octavia Wealth Advisors, LLC | $4.8M |
| 2 | New Capital Management LP | $3.8M |
| 3 | ALTERNA WEALTH MANAGEMENT, INC | $2.6M |
| 4 | CARY STREET PARTNERS FINANCIAL LLC | $1.6M |
| 5 | EVERGREEN CAPITAL MANAGEMENT LLC | $1.4M |
| 6 | VERITY Wealth Advisors | $973.3K |
| 7 | WEST PACES ADVISORS INC. | $857.8K |
| 8 | Composition Wealth, LLC | $784.5K |
| 9 | Crossmark Global Holdings, Inc. | $771.2K |
| 10 | 3 FACTOR INDEXING, LLC | $750.2K |
| 11 | Evanson Financial, LLC | $708.1K |
| 12 | Beacon Financial Strategies CORP | $357.9K |
| 13 | MEMBERS WEALTH LLC | $356.3K |
| 14 | Pathway Financial Advisors LLC | $267.9K |
| 15 | BancFirst Trust & Investment Management | $208.0K |
| 16 | Sowell Financial Services LLC | $204.8K |
| 17 | TFC Financial Management, Inc. | $54.0K |
| 18 | KERR FINANCIAL PLANNING Corp | $33.4K |
| 19 | Golden State Wealth Management, LLC | $7.1K |
| 20 | Spire Wealth Management | $5.4K |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$2.6M | |
| 2 | +$217.3K | |
| 3 | +$204.8K | |
| 4 | +$178.0K | |
| 5 | +$118.1K | |
| 6 | +$83.6K | |
| 7 | +$45.0K | |
| 8 | +$5.4K | |
| 9 | +$1.9K | |
| 10 | +$1.1K | |
| 11 | +$1.0K | |
| 12 | +$293 | |
| 13 | +$277 | |
| 14 | +$45 | |
| 15 | +$6 | |
| 16 | -$608 | |
| 17 | -$6.1K | |
| 18 | -$6.5K | |
| 19 | -$39.4K | |
| 20 | -$355.9K | |
| 21 | -$937.5K |