Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | Fiscal Wisdom Wealth Management, LLC | $1.9M |
| 2 | Higgins & Schmidt Wealth Strategies LLC | $323.0K |
| 3 | Pacific Point Advisors, LLC | $226.0K |
| 4 | Abacus Planning Group, Inc. | $171.1K |
| 5 | Police & Firemen's Retirement System of New Jersey | $152.6K |
| 6 | Symmetry Partners, LLC | $133.3K |
| 7 | Colonial River Investments, LLC | $130.2K |
| 8 | SeaCrest Wealth Management, LLC | $106.7K |
| 9 | McAlvany Wealth Management LLC | $102.0K |
| 10 | Sequoia Financial Advisors, LLC | $91.0K |
| 11 | 55 North Private Wealth, LLC | $75.1K |
| 12 | Brookstone Capital Management | $67.9K |
| 13 | IFP Advisors, Inc | $29.3K |
| 14 | Versant Capital Management, Inc | $18.7K |
| 15 | AdvisorNet Financial, Inc | $8.1K |
| 16 | Blue Trust, Inc. | $4.3K |
| 17 | GAMMA Investing LLC | $4.3K |
| 18 | Fortitude Family Office, LLC | $2.6K |
| 19 | Farther Finance Advisors, LLC | $2.2K |
| 20 | True Wealth Design, LLC | $1.6K |
| 21 | EverSource Wealth Advisors, LLC | $1.3K |
| 22 | SIGNATUREFD, LLC | $260 |
| 23 | Intesa Sanpaolo Wealth Management | $34 |
| 24 | Hughes Financial Services, LLC | $4 |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$102.0K | |
| 2 | +$91.0K | |
| 3 | +$56.6K | |
| 4 | +$45.1K | |
| 5 | +$27.0K | |
| 6 | +$18.7K | |
| 7 | +$5.6K | |
| 8 | +$5.3K | |
| 9 | +$3.9K | |
| 10 | +$2.2K | |
| 11 | -$1 | |
| 12 | -$6 | |
| 13 | -$141 | |
| 14 | -$234 | |
| 15 | -$472 | |
| 16 | -$490 | |
| 17 | -$790 | |
| 18 | -$1.0K | |
| 19 | -$1.5K | |
| 20 | -$4.5K | |
| 21 | -$12.6K | |
| 22 | -$16.4K | |
| 23 | -$24.7K | |
| 24 | -$28.7K | |
| 25 | -$31.7K | |
| 26 | -$41.9K | |
| 27 | -$63.4K | |
| 28 | -$65.2K | |
| 29 | -$730.9K |