Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Marotta Asset Management | $11.0M |
| 2 | Arlington Capital Management, Inc. | $6.4M |
| 3 | Monument Capital Management | $5.1M |
| 4 | Financial & Tax Architects, LLC | $2.3M |
| 5 | EverSource Wealth Advisors, LLC | $1.3M |
| 6 | Synergy Asset Management, LLC | $1.2M |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $798.1K |
| 8 | Avior Wealth Management, LLC | $777.0K |
| 9 | BFI Infinity Ltd. | $455.2K |
| 10 | GHP Investment Advisors, Inc. | $390.0K |
| 11 | Cyndeo Wealth Partners, LLC | $370.7K |
| 12 | Roan Capital Partners | $303.7K |
| 13 | Sunpointe, LLC | $262.5K |
| 14 | AlphaCentric Advisors LLC | $156.8K |
| 15 | IFP Advisors, Inc | $17.6K |
| 16 | Triumph Capital Management | $4.2K |
| 17 | CoreCap Advisors, LLC | $1.7K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$2.3M | |
| 2 | +$1.3M | |
| 3 | +$1.2M | |
| 4 | +$1.2M | |
| 5 | +$988.1K | |
| 6 | +$798.1K | |
| 7 | +$777.0K | |
| 8 | +$730.7K | |
| 9 | +$303.7K | |
| 10 | +$73.9K | |
| 11 | +$63.4K | |
| 12 | +$56.1K | |
| 13 | +$24.9K | |
| 14 | +$18.2K | |
| 15 | +$2.9K | |
| 16 | +$687 | |
| 17 | -$1.5M |