Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Red Door Wealth Management, LLC | $38.7M |
| 2 | BURKETT FINANCIAL SERVICES, LLC | $20.8M |
| 3 | YHB Investment Advisors, Inc. | $11.2M |
| 4 | Prodigy Asset Management LLC | $10.3M |
| 5 | GC Wealth Management RIA, LLC | $7.0M |
| 6 | Fiduciary Alliance LLC | $4.0M |
| 7 | Triangle Securities Wealth Management | $3.4M |
| 8 | ACT Advisors, LLC. | $3.0M |
| 9 | ASPIRIANT, LLC | $1.9M |
| 10 | LAVELLE CAPITAL LP | $270.1K |
| 11 | SENTINEL TRUST CO LBA | $15.9K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$4.3M | |
| 2 | +$1.9M | |
| 3 | +$1.5M | |
| 4 | +$1.1M | |
| 5 | +$561.1K | |
| 6 | +$165.2K | |
| 7 | +$160.1K | |
| 8 | +$138.1K | |
| 9 | +$14.7K | |
| 10 | +$864 | |
| 11 | -$589.2K |