Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.4M |
| 2 | SIERRA SUMMIT ADVISORS LLC | $3.3M |
| 3 | Y-Intercept (Hong Kong) Ltd | $1.3M |
| 4 | Simplify Asset Management Inc. | $903.4K |
| 5 | Olympiad Research LP | $588.3K |
| 6 | Merit Financial Group, LLC | $432.0K |
| 7 | Police & Firemen's Retirement System of New Jersey | $410.6K |
| 8 | CHICAGO TRUST Co NA | $355.2K |
| 9 | Apollon Wealth Management, LLC | $312.6K |
| 10 | Abel Hall, LLC | $242.7K |
| 11 | WADDELL & ASSOCIATES, LLC | $228.4K |
| 12 | EverSource Wealth Advisors, LLC | $173.5K |
| 13 | True Wealth Design, LLC | $36.5K |
| 14 | IFP Advisors, Inc | $24.3K |
| 15 | Farther Finance Advisors, LLC | $24.3K |
| 16 | GAMMA Investing LLC | $23.0K |
| 17 | Blue Trust, Inc. | $9.2K |
| 18 | SJS Investment Consulting Inc. | $2.7K |
| 19 | Fortitude Family Office, LLC | $2.0K |
| 20 | CoreCap Advisors, LLC | $429 |
| 21 | SBI Securities Co., Ltd. | $214 |
| 22 | Hughes Financial Services, LLC | $107 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$12.4M | |
| 2 | +$3.3M | |
| 3 | +$1.3M | |
| 4 | +$903.4K | |
| 5 | +$588.3K | |
| 6 | +$432.0K | |
| 7 | +$383.6K | |
| 8 | +$355.2K | |
| 9 | +$312.6K | |
| 10 | +$242.7K | |
| 11 | +$228.4K | |
| 12 | +$157.3K | |
| 13 | +$36.4K | |
| 14 | +$24.3K | |
| 15 | +$22.5K | |
| 16 | +$22.1K | |
| 17 | +$8.5K | |
| 18 | +$2.5K | |
| 19 | +$2.0K | |
| 20 | +$429 | |
| 21 | +$127 | |
| 22 | +$107 | |
| 23 | -$2 | |
| 24 | -$13 | |
| 25 | -$66.4K |