Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Orgel Wealth Management, LLC | $10.5M |
| 2 | Highland Financial Advisors, LLC | $2.5M |
| 3 | Freedom Day Solutions, LLC | $1.8M |
| 4 | Accurate Wealth Management, LLC | $1.7M |
| 5 | Mason & Associates Inc | $1.4M |
| 6 | Burton Enright Welch | $927.6K |
| 7 | Apollon Wealth Management, LLC | $820.8K |
| 8 | Northland Capital Management LLC | $726.2K |
| 9 | Trellis Wealth Advisors LLC | $699.9K |
| 10 | Vestment Financial LLC | $643.9K |
| 11 | LexAurum Advisors, LLC | $556.2K |
| 12 | Level Financial Advisors | $505.2K |
| 13 | Leonard Rickey Investment Advisors P.L.L.C. | $477.9K |
| 14 | Plancorp, LLC | $442.6K |
| 15 | Cambridge Financial Group, LLC | $335.6K |
| 16 | ABLE Financial Group, LLC | $321.4K |
| 17 | True Wealth Design, LLC | $216.6K |
| 18 | Signature Resources Capital Management, LLC | $174.8K |
| 19 | Torren Management, LLC | $136.7K |
| 20 | Farther Finance Advisors, LLC | $128.4K |
| 21 | SJS Investment Consulting Inc. | $32.0K |
| 22 | ELEVATION WEALTH PARTNERS, LLC | $31.4K |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$10.5M | |
| 2 | +$1.8M | |
| 3 | +$908.2K | |
| 4 | +$645.9K | |
| 5 | +$455.0K | |
| 6 | +$253.5K | |
| 7 | +$156.7K | |
| 8 | +$130.7K | |
| 9 | +$128.4K | |
| 10 | +$103.1K | |
| 11 | +$94.3K | |
| 12 | +$65.4K | |
| 13 | +$62.6K | |
| 14 | +$58.8K | |
| 15 | +$52.3K | |
| 16 | +$47.1K | |
| 17 | +$32.6K | |
| 18 | +$31.2K | |
| 19 | +$19.2K | |
| 20 | +$8.4K | |
| 21 | -$2.7K | |
| 22 | -$93.1K | |
| 23 | -$189.7K |