Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Premier Path Wealth Partners, LLC | $3.6M |
| 2 | ASPIRIANT, LLC | $966.4K |
| 3 | KWB Wealth | $349.3K |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $285.3K |
| 5 | SENTINEL PENSION ADVISORS, LLC | $241.1K |
| 6 | LANARK FINANCIAL, INC. | $98.2K |
| 7 | VSM Wealth Advisory, LLC | $25.3K |
| 8 | AdvisorNet Financial, Inc | $12.7K |
| 9 | Golden State Wealth Management, LLC | $5.8K |
| 10 | Capital Advisors, Ltd. LLC | $1.0K |
| 11 | APPLETON PARTNERS INC/MA | $897 |
| 12 | RED REEF ADVISORS LLC | $659 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$826.1K | |
| 2 | +$127.8K | |
| 3 | +$60.2K | |
| 4 | +$36.3K | |
| 5 | +$25.3K | |
| 6 | +$23.3K | |
| 7 | +$13.0K | |
| 8 | +$1.7K | |
| 9 | +$761 | |
| 10 | +$182 | |
| 11 | +$100 | |
| 12 | +$87 |