Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1.5M |
| 2 | Beta Wealth Group, Inc. | $525.4K |
| 3 | Merit Financial Group, LLC | $441.3K |
| 4 | Aries Wealth Management | $279.3K |
| 5 | Aprio Wealth Management, LLC | $244.9K |
| 6 | Farther Finance Advisors, LLC | $191.1K |
| 7 | EverSource Wealth Advisors, LLC | $55.1K |
| 8 | Cape Investment Advisory, Inc. | $32.6K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$162.2K | |
| 2 | +$32.6K | |
| 3 | +$28.5K | |
| 4 | +$11.4K | |
| 5 | +$10.9K | |
| 6 | +$1.6K | |
| 7 | -$1.9K | |
| 8 | -$25.3K | |
| 9 | -$275.2K |