Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | CONTINUUM WEALTH ADVISORS, LLC | $17.8M |
| 2 | Innova Wealth Partners | $7.7M |
| 3 | BWM Planning, LLC | $7.5M |
| 4 | Brookwood Investment Group LLC | $6.5M |
| 5 | Fermata Advisors, LLC | $5.7M |
| 6 | Professional Financial Advisors, LLC | $5.1M |
| 7 | Accurate Wealth Management, LLC | $4.5M |
| 8 | McGrath & Associates, Inc. | $4.2M |
| 9 | Planned Solutions, Inc. | $3.8M |
| 10 | CLG LLC | $2.8M |
| 11 | STAPP WEALTH MANAGEMENT, PLLC | $2.5M |
| 12 | Optivise Advisory Services LLC | $1.3M |
| 13 | Wealthcare Advisory Partners LLC | $1.2M |
| 14 | Worth Asset Management, LLC | $1.0M |
| 15 | Oregon Pacific Wealth Management, LLC | $822.4K |
| 16 | SteelPeak Wealth, LLC | $708.0K |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $610.0K |
| 18 | Foguth Wealth Management, LLC. | $281.3K |
| 19 | True Wealth Design, LLC | $250.0K |
| 20 | Barnes Wealth Management Group, Inc | $239.7K |
| 21 | Cohalo Advisory LLC | $102.4K |
| 22 | Farther Finance Advisors, LLC | $32.0K |
| 23 | Ares Financial Consulting, LLC | $23.9K |
| 24 | Physician Wealth Advisors, Inc. | $12.3K |
| 25 | IFP Advisors, Inc | $5.4K |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$5.4M | |
| 2 | +$2.8M | |
| 3 | +$2.0M | |
| 4 | +$1.9M | |
| 5 | +$1.3M | |
| 6 | +$1.2M | |
| 7 | +$1.1M | |
| 8 | +$898.2K | |
| 9 | +$698.2K | |
| 10 | +$610.0K | |
| 11 | +$522.9K | |
| 12 | +$410.2K | |
| 13 | +$274.5K | |
| 14 | +$239.7K | |
| 15 | +$238.1K | |
| 16 | +$235.2K | |
| 17 | +$147.1K | |
| 18 | +$106.0K | |
| 19 | +$40.8K | |
| 20 | +$33.7K | |
| 21 | +$13.0K | |
| 22 | +$12.3K | |
| 23 | +$6.4K | |
| 24 | +$5.4K | |
| 25 | +$1.2K | |
| 26 | -$6.4K |