Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Stewardship Advisors, LLC | $11.9M |
| 2 | Columbus Macro, LLC | $1.7M |
| 3 | Financial Enhancement Group LLC | $918.8K |
| 4 | Cooper Financial Group | $617.2K |
| 5 | Clarity Asset Management, Inc. | $586.5K |
| 6 | Austin Wealth Management, LLC | $419.2K |
| 7 | Bison Wealth, LLC | $415.1K |
| 8 | Sowell Financial Services LLC | $388.9K |
| 9 | Discipline Wealth Solutions, LLC | $314.6K |
| 10 | ROCKLAND TRUST CO | $205.3K |
| 11 | Golden State Wealth Management, LLC | $86.7K |
| 12 | EVOLUTION WEALTH MANAGEMENT INC. | $16.5K |
| 13 | CoreCap Advisors, LLC | $10.8K |
| 14 | CX Institutional | $29 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$710.8K | |
| 2 | +$225.5K | |
| 3 | +$203.0K | |
| 4 | +$55.1K | |
| 5 | +$9.1K | |
| 6 | +$470 | |
| 7 | +$308 | |
| 8 | +$214 | |
| 9 | -$1 | |
| 10 | -$2.4K | |
| 11 | -$9.8K | |
| 12 | -$12.8K | |
| 13 | -$19.1K | |
| 14 | -$63.0K | |
| 15 | -$161.8K | |
| 16 | -$290.0K |