Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $283.0K |
| 2 | Police & Firemen's Retirement System of New Jersey | $242.7K |
| 3 | Sequoia Financial Advisors, LLC | $144.5K |
| 4 | Bogart Wealth, LLC | $89.0K |
| 5 | LRI Investments, LLC | $72.3K |
| 6 | Farther Finance Advisors, LLC | $8.7K |
| 7 | IFP Advisors, Inc | $8.1K |
| 8 | FINANCIAL CONSULATE, INC | $6.5K |
| 9 | GAMMA Investing LLC | $5.5K |
| 10 | SBI Securities Co., Ltd. | $4.0K |
| 11 | Bear Mountain Capital, Inc. | $2.2K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$283.0K | |
| 2 | +$242.7K | |
| 3 | +$144.5K | |
| 4 | +$72.3K | |
| 5 | +$38.8K | |
| 6 | +$6.5K | |
| 7 | +$5.9K | |
| 8 | +$5.5K | |
| 9 | +$4.6K | |
| 10 | +$2.2K | |
| 11 | -$18.1K | |
| 12 | -$126.9K |