Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | RVW Wealth, LLC | $18.9M |
| 2 | Goldstein Advisors, LLC | $3.8M |
| 3 | Ballentine Capital Advisors, Inc | $3.2M |
| 4 | Discipline Wealth Solutions, LLC | $2.9M |
| 5 | Greenfield Savings Bank | $1.5M |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M |
| 7 | PARK NATIONAL CORP /OH/ | $721.1K |
| 8 | Essex Bank | $564.5K |
| 9 | Kings Path Partners LLC | $560.4K |
| 10 | VAQUERO PRIVATE WEALTH, LTD | $469.3K |
| 11 | SeaCrest Wealth Management, LLC | $450.8K |
| 12 | Wealth Architects, LLC | $399.7K |
| 13 | Valeo Financial Advisors, LLC | $291.6K |
| 14 | MKT Advisors LLC | $231.7K |
| 15 | First Heartland Consultants, Inc. | $222.8K |
| 16 | CoreCap Advisors, LLC | $206.8K |
| 17 | Versant Capital Management, Inc | $165.6K |
| 18 | WEST PACES ADVISORS INC. | $67.1K |
| 19 | Golden State Wealth Management, LLC | $62.9K |
| 20 | HIGHLINE WEALTH PARTNERS LLC | $30.9K |
| 21 | SENTINEL TRUST CO LBA | $7.1K |
| 22 | IFP Advisors, Inc | $5.5K |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$2.4M | |
| 2 | +$455.6K | |
| 3 | +$308.3K | |
| 4 | +$270.7K | |
| 5 | +$222.8K | |
| 6 | +$179.8K | |
| 7 | +$154.9K | |
| 8 | +$124.5K | |
| 9 | +$90.4K | |
| 10 | +$71.0K | |
| 11 | +$54.3K | |
| 12 | +$50.2K | |
| 13 | +$37.4K | |
| 14 | +$30.1K | |
| 15 | +$26.5K | |
| 16 | +$20.8K | |
| 17 | +$8.4K | |
| 18 | +$7.9K | |
| 19 | +$3.9K | |
| 20 | +$889 | |
| 21 | +$694 | |
| 22 | -$2.9K | |
| 23 | -$201.9K |