Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $41.7M |
| 2 | Ballentine Partners, LLC | $32.1M |
| 3 | ALBION FINANCIAL GROUP /UT | $12.6M |
| 4 | LEAVELL INVESTMENT MANAGEMENT, INC. | $12.0M |
| 5 | Farther Finance Advisors, LLC | $8.5M |
| 6 | SAGE FINANCIAL GROUP INC | $4.6M |
| 7 | Gradient Investments LLC | $2.8M |
| 8 | Sincerus Advisory, LLC | $1.4M |
| 9 | North Forty Two & Co. | $1.2M |
| 10 | Mascoma Wealth Management LLC | $771.2K |
| 11 | EQUITABLE TRUST CO | $465.2K |
| 12 | IFP Advisors, Inc | $174.9K |
| 13 | HARBOR INVESTMENT ADVISORY, LLC | $53.3K |
| 14 | White Pine Investment CO | $10.8K |
| 15 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $10.0K |
| 16 | Abound Wealth Management | $2.8K |
| 17 | APPLETON PARTNERS INC/MA | $522 |
| 18 | Ulland Investment Advisors, LLC | $440 |
| 19 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $430 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$5.3M | |
| 2 | +$3.8M | |
| 3 | +$1.8M | |
| 4 | +$1.5M | |
| 5 | +$1.2M | |
| 6 | +$700.9K | |
| 7 | +$450.8K | |
| 8 | +$193.6K | |
| 9 | +$160.8K | |
| 10 | +$102.6K | |
| 11 | +$61.9K | |
| 12 | +$23.5K | |
| 13 | +$7.1K | |
| 14 | +$1.4K | |
| 15 | +$382 | |
| 16 | +$372 | |
| 17 | +$120 | |
| 18 | +$70 | |
| 19 | -$89 | |
| 20 | -$93 | |
| 21 | -$38.5K | |
| 22 | -$2.7M |