Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | ASPIRIANT, LLC | $1.4M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M |
| 3 | Beacon Bank & Trust | $842.3K |
| 4 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $624.1K |
| 5 | Dynamic Advisor Solutions LLC | $471.8K |
| 6 | Warren Street Wealth Advisors, LLC | $446.3K |
| 7 | Abundance Wealth Counselors | $380.8K |
| 8 | Farther Finance Advisors, LLC | $375.0K |
| 9 | Bond & Devick Financial Network, Inc. | $286.4K |
| 10 | MISSION WEALTH MANAGEMENT, LP | $254.5K |
| 11 | PFG Investments, LLC | $238.3K |
| 12 | BIRCHBROOK, INC. | $73.2K |
| 13 | Financial Perspectives, Inc | $49.6K |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $42.1K |
| 15 | LRI Investments, LLC | $9.9K |
| 16 | WOLFF WIESE MAGANA LLC | $1.4K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$380.8K | |
| 2 | +$47.7K | |
| 3 | +$40.8K | |
| 4 | +$37.9K | |
| 5 | +$27.2K | |
| 6 | +$19.4K | |
| 7 | +$19.1K | |
| 8 | +$19.0K | |
| 9 | +$11.6K | |
| 10 | +$11.4K | |
| 11 | +$3.4K | |
| 12 | +$1.9K | |
| 13 | +$1.8K | |
| 14 | +$608 | |
| 15 | +$87 | |
| 16 | -$63.3K | |
| 17 | -$228.7K |