Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | OxenFree Capital LLC | $28.1M |
| 2 | Demars Financial Group, LLC | $3.9M |
| 3 | Everhart Financial Group, Inc. | $1.4M |
| 4 | Worthington Financial Partners, LLC | $982.4K |
| 5 | Whitener Capital Management, Inc. | $647.6K |
| 6 | Trilogy Capital Inc. | $474.6K |
| 7 | Merit Financial Group, LLC | $462.0K |
| 8 | Dynamic Advisor Solutions LLC | $336.0K |
| 9 | Farther Finance Advisors, LLC | $317.7K |
| 10 | Key Client Fiduciary Advisors, LLC | $276.3K |
| 11 | DAVENPORT & Co LLC | $242.6K |
| 12 | Balance Wealth Partners LLC | $224.5K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$2.0M | |
| 2 | +$645.6K | |
| 3 | +$224.5K | |
| 4 | +$178.0K | |
| 5 | +$168.2K | |
| 6 | +$111.6K | |
| 7 | +$72.6K | |
| 8 | +$70.3K | |
| 9 | +$49.7K | |
| 10 | +$45.1K | |
| 11 | +$37.5K | |
| 12 | -$28.6K |