Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Tanager Wealth Management LLP | $46.6M |
| 2 | ACCESS FINANCIAL SERVICES, INC. | $24.2M |
| 3 | Financial Guidance Group, Inc. | $6.3M |
| 4 | Warren Street Wealth Advisors, LLC | $6.2M |
| 5 | North Forty Two & Co. | $4.8M |
| 6 | MIDLAND WEALTH ADVISORS, LLC | $4.4M |
| 7 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $3.0M |
| 8 | Laurel Wealth Advisors LLC | $2.7M |
| 9 | COURIER CAPITAL LLC | $2.5M |
| 10 | Farther Finance Advisors, LLC | $2.1M |
| 11 | Bulwark Capital Corp | $1.3M |
| 12 | Dynamic Advisor Solutions LLC | $1.3M |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M |
| 14 | Wealthcare Advisory Partners LLC | $1.1M |
| 15 | IFP Advisors, Inc | $1.1M |
| 16 | CARY STREET PARTNERS FINANCIAL LLC | $775.5K |
| 17 | Legacy CG, LLC | $497.6K |
| 18 | CFS Investment Advisory Services, LLC | $357.5K |
| 19 | Holcombe Financial, Inc. | $334.0K |
| 20 | Capital Investment Counsel, LLC | $254.5K |
| 21 | Quest 10 Wealth Builders, Inc. | $16.6K |
| 22 | EVOLUTION WEALTH MANAGEMENT INC. | $5.6K |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$19.0M | |
| 2 | +$4.4M | |
| 3 | +$3.0M | |
| 4 | +$1.2M | |
| 5 | +$848.8K | |
| 6 | +$531.5K | |
| 7 | +$377.3K | |
| 8 | +$157.5K | |
| 9 | +$150.8K | |
| 10 | +$73.8K | |
| 11 | +$24.2K | |
| 12 | +$23.3K | |
| 13 | +$20.8K | |
| 14 | -$17 | |
| 15 | -$444 | |
| 16 | -$1.0K | |
| 17 | -$3.3K | |
| 18 | -$7.7K | |
| 19 | -$138.8K | |
| 20 | -$175.4K | |
| 21 | -$177.0K | |
| 22 | -$323.2K | |
| 23 | -$369.2K | |
| 24 | -$495.2K | |
| 25 | -$705.6K |