Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Merit Financial Group, LLC | $177.6M |
| 2 | BWM Planning, LLC | $33.5M |
| 3 | Wealth Management Partners, LLC | $31.6M |
| 4 | Duncan Williams Asset Management, LLC | $29.8M |
| 5 | TrustWell Financial Advisors, LLC | $5.5M |
| 6 | Altus Wealth Group LLC | $1.7M |
| 7 | Oak Wealth Advisors LLC | $1.6M |
| 8 | Hutchens & Kramer Investment Management Group, LLC | $635.7K |
| 9 | Farther Finance Advisors, LLC | $509.3K |
| 10 | XY Planning Network, Inc. | $323.6K |
| 11 | SFG Wealth Management, LLC. | $322.3K |
| 12 | EHRLICH FINANCIAL GROUP | $234.6K |
| 13 | Frankly Finances, LLC | $225.9K |
| 14 | Blue Trust, Inc. | $18.0K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$23.2M | |
| 2 | +$5.8M | |
| 3 | +$5.5M | |
| 4 | +$4.6M | |
| 5 | +$2.6M | |
| 6 | +$232.5K | |
| 7 | +$59.3K | |
| 8 | +$30.9K | |
| 9 | +$18.8K | |
| 10 | +$18.0K | |
| 11 | +$17.0K | |
| 12 | -$44 | |
| 13 | -$30.5K | |
| 14 | -$478.6K | |
| 15 | -$675.6K | |
| 16 | -$1.1M |