Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Cornerstone National Bank & Trust Co | $8.8M |
| 2 | LRI Investments, LLC | $2.6M |
| 3 | Discipline Wealth Solutions, LLC | $2.0M |
| 4 | Arlington Trust Co LLC | $1.5M |
| 5 | Cyndeo Wealth Partners, LLC | $816.8K |
| 6 | First Heartland Consultants, Inc. | $682.6K |
| 7 | PARK NATIONAL CORP /OH/ | $606.2K |
| 8 | Wealth Architects, LLC | $497.0K |
| 9 | SeaCrest Wealth Management, LLC | $489.1K |
| 10 | Herold Advisors, Inc. | $402.0K |
| 11 | Forum Financial Management, LP | $400.1K |
| 12 | PATTON ALBERTSON MILLER GROUP, LLC | $387.1K |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $371.8K |
| 14 | Patriot Financial Group Insurance Agency, LLC | $309.6K |
| 15 | CoreCap Advisors, LLC | $233.7K |
| 16 | Farther Finance Advisors, LLC | $85.1K |
| 17 | Kings Path Partners LLC | $73.2K |
| 18 | HIGHLINE WEALTH PARTNERS LLC | $10.2K |
| 19 | First PREMIER Bank | $2.4K |
| 20 | CX Institutional | $65 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$464.9K | |
| 2 | +$108.1K | |
| 3 | +$79.4K | |
| 4 | +$33.5K | |
| 5 | +$24.8K | |
| 6 | +$16.7K | |
| 7 | +$16.1K | |
| 8 | +$7.1K | |
| 9 | +$2.1K | |
| 10 | +$1.7K | |
| 11 | +$101 | |
| 12 | +$4 | |
| 13 | -$737 | |
| 14 | -$24.5K | |
| 15 | -$29.3K | |
| 16 | -$61.6K | |
| 17 | -$134.6K | |
| 18 | -$140.5K | |
| 19 | -$199.8K | |
| 20 | -$1.0M |