Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | DeDora Capital, Inc. | $11.2M |
| 2 | ST GERMAIN D J CO INC | $4.6M |
| 3 | Human Investing LLC | $4.2M |
| 4 | Pearl Planning LLC | $3.5M |
| 5 | Klaas Financial Asset Advisors, LLC | $2.5M |
| 6 | Stewardship Advisors, LLC | $2.3M |
| 7 | BetterWealth, LLC | $1.6M |
| 8 | Scott Capital Advisors, LLC | $1.6M |
| 9 | Level Financial Advisors | $1.3M |
| 10 | Apella Capital, LLC | $1.0M |
| 11 | Farrell Financial LLC | $975.6K |
| 12 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $949.1K |
| 13 | EverSource Wealth Advisors, LLC | $787.1K |
| 14 | West Financial Advisors, LLC | $624.1K |
| 15 | Shotwell Rutter Baer Inc | $550.4K |
| 16 | Farther Finance Advisors, LLC | $452.5K |
| 17 | CRUX WEALTH ADVISORS | $429.5K |
| 18 | Boston Trust Walden Corp | $401.7K |
| 19 | Ferguson Shapiro LLC | $399.9K |
| 20 | Drucker Wealth 3.0, LLC | $315.9K |
| 21 | Eaton-Cambridge Inc. | $285.9K |
| 22 | Fairway Wealth LLC | $119.6K |
| 23 | Princeton Global Asset Management LLC | $60.8K |
| 24 | Physician Wealth Advisors, Inc. | $26.1K |
| 25 | Tradewinds Capital Management, LLC | $12.2K |
| 26 | Strategic Investment Solutions, Inc. /IL | $8.3K |
| 27 | BFSG, LLC | $7.3K |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$870.1K | |
| 2 | +$465.0K | |
| 3 | +$412.3K | |
| 4 | +$399.9K | |
| 5 | +$281.2K | |
| 6 | +$250.2K | |
| 7 | +$136.4K | |
| 8 | +$72.1K | |
| 9 | +$70.0K | |
| 10 | +$49.5K | |
| 11 | +$39.6K | |
| 12 | +$13.7K | |
| 13 | +$11.8K | |
| 14 | +$11.4K | |
| 15 | +$8.4K | |
| 16 | +$4.4K | |
| 17 | +$1.7K | |
| 18 | +$1.6K | |
| 19 | +$152 | |
| 20 | -$8 | |
| 21 | -$29 | |
| 22 | -$133 | |
| 23 | -$448 | |
| 24 | -$2.6K | |
| 25 | -$18.5K | |
| 26 | -$44.7K | |
| 27 | -$50.1K | |
| 28 | -$242.6K | |
| 29 | -$259.2K | |
| 30 | -$498.0K |