Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Aprio Wealth Management, LLC | $22.1M |
| 2 | Gradient Investments LLC | $21.1M |
| 3 | Aaron Wealth Advisors LLC | $12.6M |
| 4 | Wealth Architects, LLC | $3.3M |
| 5 | Envestnet Portfolio Solutions, Inc. | $2.2M |
| 6 | Allodium Investment Consultants, LLC | $2.0M |
| 7 | FIRST CITIZENS BANK & TRUST CO | $2.0M |
| 8 | J.W. COLE ADVISORS, INC. | $1.3M |
| 9 | Paladin Wealth, LLC | $975.8K |
| 10 | JOHNSON INVESTMENT COUNSEL INC | $753.4K |
| 11 | First Financial Bank - Trust Division | $459.5K |
| 12 | Bell Bank | $414.9K |
| 13 | First Citizens Asset Management, Inc. | $224.5K |
| 14 | LANARK FINANCIAL, INC. | $10.0K |
| 15 | High Note Wealth, LLC | $5.4K |
| 16 | Farther Finance Advisors, LLC | $5.0K |
| 17 | HARBOR INVESTMENT ADVISORY, LLC | $1.8K |
| 18 | Capital Advisors, Ltd. LLC | $213 |
| 19 | SIGNATUREFD, LLC | $47 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$653.8K | |
| 2 | +$270.7K | |
| 3 | +$95.5K | |
| 4 | +$79.4K | |
| 5 | +$38.7K | |
| 6 | +$20.0K | |
| 7 | +$14.1K | |
| 8 | +$5.2K | |
| 9 | $0 | |
| 10 | -$3 | |
| 11 | -$21 | |
| 12 | -$64 | |
| 13 | -$120 | |
| 14 | -$604 | |
| 15 | -$5.0K | |
| 16 | -$44.2K | |
| 17 | -$64.5K | |
| 18 | -$105.7K | |
| 19 | -$575.4K | |
| 20 | -$1.1M |