Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Blue Trust, Inc. | $85.6M |
| 2 | Wealth Architects, LLC | $77.2M |
| 3 | COURIER CAPITAL LLC | $6.6M |
| 4 | Urban Wealth Management, LLC | $2.3M |
| 5 | BFSG, LLC | $2.1M |
| 6 | Yoder Wealth Management, Inc. | $1.9M |
| 7 | CLG LLC | $440.9K |
| 8 | Capital Investment Advisory Services, LLC | $328.3K |
| 9 | RFG Advisory, LLC | $245.4K |
| 10 | Investors Research Corp | $191.8K |
| 11 | Mosley Wealth Management | $8.6K |
| 12 | Torren Management, LLC | $4.1K |
| 13 | Corsicana & Co. | $2.7K |
| 14 | Gleason Group, Inc. | $1.1K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$2.1M | |
| 2 | +$528.6K | |
| 3 | +$350.6K | |
| 4 | +$328.3K | |
| 5 | +$74.5K | |
| 6 | +$6.0K | |
| 7 | +$2.7K | |
| 8 | +$1.1K | |
| 9 | -$27 | |
| 10 | -$58 | |
| 11 | -$6.6K | |
| 12 | -$85.1K | |
| 13 | -$187.0K | |
| 14 | -$2.8M |