Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | Ballentine Partners, LLC | $1.4M |
| 2 | Upper Left Wealth Management, LLC | $1.2M |
| 3 | Aletheian Wealth Advisors LLC | $690.0K |
| 4 | MARYLAND CAPITAL ADVISORS INC. | $362.7K |
| 5 | MISSION WEALTH MANAGEMENT, LP | $340.3K |
| 6 | ASPIRIANT, LLC | $314.9K |
| 7 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $257.5K |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $248.4K |
| 9 | Spire Wealth Management | $232.2K |
| 10 | SBI Securities Co., Ltd. | $180.5K |
| 11 | EASTERN BANK | $135.1K |
| 12 | Bear Mountain Capital, Inc. | $128.3K |
| 13 | Investors Research Corp | $101.0K |
| 14 | CITY HOLDING CO | $25.8K |
| 15 | BARRETT & COMPANY, INC. | $23.9K |
| 16 | FARMERS & MERCHANTS INVESTMENTS INC | $14.6K |
| 17 | Capital Investment Advisory Services, LLC | $14.3K |
| 18 | EVOLUTION WEALTH MANAGEMENT INC. | $8.9K |
| 19 | Moisand Fitzgerald Tamayo, LLC | $8.5K |
| 20 | Cape Investment Advisory, Inc. | $5.5K |
| 21 | Farther Finance Advisors, LLC | $3.8K |
| 22 | Smallwood Wealth Investment Management, LLC | $3.6K |
| 23 | Quest 10 Wealth Builders, Inc. | $1.6K |
| 24 | EverSource Wealth Advisors, LLC | $1.1K |
| 25 | IFP Advisors, Inc | $675 |
| 26 | Raleigh Capital Management Inc. | $21 |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$212.3K | |
| 2 | +$30.7K | |
| 3 | +$23.9K | |
| 4 | +$10.0K | |
| 5 | +$5.5K | |
| 6 | +$4.5K | |
| 7 | +$2.3K | |
| 8 | +$1.9K | |
| 9 | +$675 | |
| 10 | +$374 | |
| 11 | +$226 | |
| 12 | +$210 | |
| 13 | +$206 | |
| 14 | +$52 | |
| 15 | +$24 | |
| 16 | +$1 | |
| 17 | -$9 | |
| 18 | -$352 | |
| 19 | -$3.8K | |
| 20 | -$6.4K | |
| 21 | -$14.2K | |
| 22 | -$18.8K | |
| 23 | -$28.9K | |
| 24 | -$46.3K | |
| 25 | -$222.3K | |
| 26 | -$331.0K | |
| 27 | -$375.6K | |
| 28 | -$549.8K |