Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | Boothe Investment Group, Inc. | $34.4M |
| 2 | Benchmark Financial Wealth Advisors, LLC | $23.8M |
| 3 | Holcombe Financial, Inc. | $12.2M |
| 4 | Aprio Wealth Management, LLC | $10.3M |
| 5 | WADDELL & ASSOCIATES, LLC | $7.7M |
| 6 | CARY STREET PARTNERS FINANCIAL LLC | $6.4M |
| 7 | OPTIMA CAPITAL LLC | $5.7M |
| 8 | Premier Path Wealth Partners, LLC | $5.6M |
| 9 | Austin Wealth Management, LLC | $3.0M |
| 10 | Pettinga Financial Advisors LLC | $1.7M |
| 11 | Centurion Wealth Management LLC | $1.4M |
| 12 | SHRIER WEALTH MANAGEMENT, LLC | $918.9K |
| 13 | Walser Wealth Management Company, A Ltd Liability Co | $917.0K |
| 14 | Barnes Wealth Management Group, Inc | $623.2K |
| 15 | Stonehearth Capital Management, LLC | $401.7K |
| 16 | MANCHESTER FINANCIAL INC | $384.4K |
| 17 | Stewardship Advisors, LLC | $377.2K |
| 18 | Triumph Capital Management | $346.0K |
| 19 | LANARK FINANCIAL, INC. | $233.8K |
| 20 | First Financial Group Corp | $214.0K |
| 21 | EverSource Wealth Advisors, LLC | $136.8K |
| 22 | Farther Finance Advisors, LLC | $132.5K |
| 23 | Seascape Capital Management | $29.8K |
| 24 | AdvisorNet Financial, Inc | $23.0K |
| 25 | PARK AVENUE SECURITIES LLC | $502 |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$3.3M | |
| 2 | +$567.4K | |
| 3 | +$500.5K | |
| 4 | +$397.6K | |
| 5 | +$334.0K | |
| 6 | +$257.7K | |
| 7 | +$196.7K | |
| 8 | +$136.8K | |
| 9 | +$91.1K | |
| 10 | +$62.4K | |
| 11 | +$20.9K | |
| 12 | +$12.5K | |
| 13 | +$5.6K | |
| 14 | +$701 | |
| 15 | +$147 | |
| 16 | +$17 | |
| 17 | -$2.4K | |
| 18 | -$3.2K | |
| 19 | -$7.0K | |
| 20 | -$72.6K | |
| 21 | -$119.5K | |
| 22 | -$123.5K | |
| 23 | -$142.3K | |
| 24 | -$179.8K | |
| 25 | -$258.0K | |
| 26 | -$280.4K | |
| 27 | -$621.7K |