Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | First National Advisers, LLC | $4.7M |
| 2 | Oregon Pacific Wealth Management, LLC | $3.6M |
| 3 | PUFF WEALTH MANAGEMENT, LLC | $3.3M |
| 4 | 4WEALTH ADVISORS, INC. | $1.5M |
| 5 | Onyx Bridge Wealth Group LLC | $1.5M |
| 6 | CARY STREET PARTNERS FINANCIAL LLC | $1.3M |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $821.4K |
| 8 | Sound Income Strategies, LLC | $729.5K |
| 9 | BLUEDOOR PRIVATE WEALTH, LLC | $649.5K |
| 10 | WADDELL & ASSOCIATES, LLC | $640.7K |
| 11 | Bison Wealth, LLC | $391.8K |
| 12 | Clark Asset Management, LLC | $239.4K |
| 13 | LANARK FINANCIAL, INC. | $31.4K |
| 14 | EVOLUTION WEALTH MANAGEMENT INC. | $16.4K |
| 15 | Bogart Wealth, LLC | $8.5K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$635.1K | |
| 3 | +$480.2K | |
| 4 | +$135.2K | |
| 5 | +$119.5K | |
| 6 | +$72.1K | |
| 7 | +$31.4K | |
| 8 | +$14.7K | |
| 9 | +$5.5K | |
| 10 | +$377 | |
| 11 | +$196 | |
| 12 | -$11.0K | |
| 13 | -$43.1K | |
| 14 | -$248.0K |