Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | Angeles Investment Advisors, LLC | $78.4M |
| 2 | ASPIRIANT, LLC | $14.8M |
| 3 | A&I FINANCIAL SERVICES, LLC | $3.7M |
| 4 | Ballentine Partners, LLC | $2.6M |
| 5 | MISSION WEALTH MANAGEMENT, LP | $1.5M |
| 6 | Etesian Wealth Advisors, Inc. | $1.2M |
| 7 | Sonoma Allocations LLC | $1.0M |
| 8 | Sage Advisory Services, Ltd.Co. | $914.0K |
| 9 | Diversified Trust Co | $844.5K |
| 10 | Valeo Financial Advisors, LLC | $745.1K |
| 11 | RAINIER FAMILY WEALTH INC | $477.9K |
| 12 | Pearl Planning LLC | $419.8K |
| 13 | DWR WEALTH MANAGEMENT, LLC | $287.5K |
| 14 | WOLFF WIESE MAGANA LLC | $136.8K |
| 15 | AdvisorNet Financial, Inc | $128.0K |
| 16 | Farther Finance Advisors, LLC | $104.0K |
| 17 | Frankly Finances, LLC | $48.4K |
| 18 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $20.5K |
| 19 | GoalVest Advisory LLC | $11.9K |
| 20 | Bogart Wealth, LLC | $7.4K |
| 21 | CoreCap Advisors, LLC | $3.0K |
| 22 | Financial Life Planners | $361 |
| 23 | Golden State Wealth Management, LLC | $90 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$20.1M | |
| 2 | +$4.7M | |
| 3 | +$398.0K | |
| 4 | +$353.9K | |
| 5 | +$307.6K | |
| 6 | +$181.4K | |
| 7 | +$141.5K | |
| 8 | +$113.7K | |
| 9 | +$103.0K | |
| 10 | +$100.3K | |
| 11 | +$64.3K | |
| 12 | +$56.5K | |
| 13 | +$50.1K | |
| 14 | +$48.4K | |
| 15 | +$19.6K | |
| 16 | +$18.4K | |
| 17 | +$13.2K | |
| 18 | +$3.0K | |
| 19 | +$2.8K | |
| 20 | +$1.6K | |
| 21 | +$1.0K | |
| 22 | +$49 | |
| 23 | +$13 | |
| 24 | -$237.4K |