Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | ABLE Financial Group, LLC | $4.0M |
| 2 | ASPIRIANT, LLC | $1.4M |
| 3 | STONE LOFT WEALTH MANAGEMENT LLC | $845.6K |
| 4 | Sowell Financial Services LLC | $492.4K |
| 5 | Sage Investment Counsel LLC | $330.0K |
| 6 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $204.8K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$2.8M | |
| 2 | +$1.4M | |
| 3 | +$204.8K | |
| 4 | +$22.5K | |
| 5 | +$10.6K | |
| 6 | -$18.0K | |
| 7 | -$52.1K |