Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Cache Advisors, LLC | $193.1M |
| 2 | Meredith Wealth Planning | $4.3M |
| 3 | Ledyard National Bank | $3.5M |
| 4 | Revolve Wealth Partners, LLC | $2.0M |
| 5 | Family CFO Inc | $1.1M |
| 6 | Sherman Wealth Management LLC | $946.7K |
| 7 | CONTINUUM WEALTH ADVISORS, LLC | $821.1K |
| 8 | XY Planning Network, Inc. | $351.3K |
| 9 | ZWJ INVESTMENT COUNSEL INC | $271.5K |
| 10 | Farther Finance Advisors, LLC | $182.4K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$24.2M | |
| 2 | +$525.7K | |
| 3 | +$369.0K | |
| 4 | +$226.2K | |
| 5 | +$132.4K | |
| 6 | +$118.7K | |
| 7 | +$103.0K | |
| 8 | +$34.0K | |
| 9 | +$21.7K | |
| 10 | -$47.1K |