Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | Tributary Capital Management, LLC | $12.4M |
| 2 | CWA Asset Management Group, LLC | $1.3M |
| 3 | LVZ, Inc. | $1.2M |
| 4 | CLARK FINANCIAL SERVICES GROUP INC /BD | $564.5K |
| 5 | GHP Investment Advisors, Inc. | $531.1K |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $282.7K |
| 7 | Park Capital Management, LLC / WI | $249.1K |
| 8 | ANCHYRA PARTNERS LLC | $211.8K |
| 9 | Police & Firemen's Retirement System of New Jersey | $193.1K |
| 10 | SALEM INVESTMENT COUNSELORS INC | $101.4K |
| 11 | Global X Japan Co., Ltd. | $65.3K |
| 12 | AdvisorNet Financial, Inc | $43.6K |
| 13 | IFP Advisors, Inc | $36.3K |
| 14 | Farther Finance Advisors, LLC | $23.9K |
| 15 | GAMMA Investing LLC | $22.8K |
| 16 | Wilkerson Advisory Group LLC | $17.7K |
| 17 | Triumph Capital Management | $17.3K |
| 18 | EverSource Wealth Advisors, LLC | $12.1K |
| 19 | SIGNATUREFD, LLC | $2.2K |
| 20 | Versant Capital Management, Inc | $1.9K |
| 21 | True Wealth Design, LLC | $1.2K |
| 22 | Smallwood Wealth Investment Management, LLC | $513 |
| 23 | SBI Securities Co., Ltd. | $359 |
| 24 | SJS Investment Consulting Inc. | $206 |
| 25 | State of Alaska, Department of Revenue | $125 |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$1.4M | |
| 2 | +$1.3M | |
| 3 | +$282.7K | |
| 4 | +$249.1K | |
| 5 | +$211.8K | |
| 6 | +$166.6K | |
| 7 | +$80.3K | |
| 8 | +$75.7K | |
| 9 | +$66.2K | |
| 10 | +$43.6K | |
| 11 | +$23.1K | |
| 12 | +$14.4K | |
| 13 | +$8.4K | |
| 14 | +$7.9K | |
| 15 | +$7.4K | |
| 16 | +$6.6K | |
| 17 | +$2.5K | |
| 18 | +$359 | |
| 19 | +$344 | |
| 20 | +$314 | |
| 21 | +$270 | |
| 22 | +$161 | |
| 23 | +$73 | |
| 24 | +$18 | |
| 25 | -$49 | |
| 26 | -$4.8K | |
| 27 | -$202.0K | |
| 28 | -$622.4K | |
| 29 | -$1.1M |