Snapshot holdings28 / 28 loaded
| # | ||
|---|---|---|
| 1 | Highland Financial Advisors, LLC | $3.0M |
| 2 | JNBA Financial Advisors | $920.3K |
| 3 | Pathway Financial Advisors LLC | $847.6K |
| 4 | Magnus Financial Group LLC | $784.2K |
| 5 | MassMutual Private Wealth & Trust, FSB | $773.7K |
| 6 | Beta Wealth Group, Inc. | $754.7K |
| 7 | D.A. DAVIDSON & CO. | $706.0K |
| 8 | Cambridge Financial Group, LLC | $641.4K |
| 9 | BIRCHBROOK, INC. | $612.8K |
| 10 | DeDora Capital, Inc. | $519.9K |
| 11 | Sprinkle Financial Consultants LLC | $417.3K |
| 12 | Armbruster Capital Management, Inc. | $398.0K |
| 13 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $360.5K |
| 14 | Valeo Financial Advisors, LLC | $350.9K |
| 15 | Heck Capital Advisors, LLC | $340.8K |
| 16 | PFG Investments, LLC | $340.3K |
| 17 | MISSION WEALTH MANAGEMENT, LP | $300.8K |
| 18 | Veracity Capital LLC | $257.6K |
| 19 | GGM Financial LLC | $105.6K |
| 20 | Farther Finance Advisors, LLC | $78.3K |
| 21 | Golden State Wealth Management, LLC | $53.1K |
| 22 | Ritter Daniher Financial Advisory LLC / DE | $48.5K |
| 23 | HIGHLINE WEALTH PARTNERS LLC | $42.7K |
| 24 | Key FInancial Inc | $32.2K |
| 25 | GHP Investment Advisors, Inc. | $29.1K |
| 26 | StrongBox Wealth, LLC | $25.4K |
| 27 | Triumph Capital Management | $6.5K |
| 28 | Spire Wealth Management | $2.1K |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$803.8K | |
| 2 | +$309.2K | |
| 3 | +$257.6K | |
| 4 | +$132.2K | |
| 5 | +$130.2K | |
| 6 | +$125.3K | |
| 7 | +$119.9K | |
| 8 | +$113.3K | |
| 9 | +$112.0K | |
| 10 | +$106.8K | |
| 11 | +$105.6K | |
| 12 | +$95.6K | |
| 13 | +$77.8K | |
| 14 | +$73.8K | |
| 15 | +$67.8K | |
| 16 | +$61.3K | |
| 17 | +$52.5K | |
| 18 | +$52.5K | |
| 19 | +$25.4K | |
| 20 | +$13.3K | |
| 21 | +$9.4K | |
| 22 | +$8.5K | |
| 23 | +$7.5K | |
| 24 | +$5.6K | |
| 25 | +$5.2K | |
| 26 | +$1.1K | |
| 27 | +$359 | |
| 28 | -$33.4K | |
| 29 | -$253.0K | |
| 30 | -$259.3K |