Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $1.7M |
| 2 | Police & Firemen's Retirement System of New Jersey | $423.1K |
| 3 | BCS Wealth Management | $382.5K |
| 4 | Aegis Wealth Management, Inc. | $297.8K |
| 5 | Merit Financial Group, LLC | $269.2K |
| 6 | PFG Investments, LLC | $237.0K |
| 7 | Fifth Third Wealth Advisors LLC | $110.3K |
| 8 | Clark Asset Management, LLC | $105.1K |
| 9 | SIGNATUREFD, LLC | $57.7K |
| 10 | Bogart Wealth, LLC | $39.3K |
| 11 | EVOLUTION WEALTH MANAGEMENT INC. | $38.9K |
| 12 | GAMMA Investing LLC | $25.4K |
| 13 | EverSource Wealth Advisors, LLC | $13.1K |
| 14 | Farther Finance Advisors, LLC | $11.8K |
| 15 | Beaird Harris Wealth Management, LLC | $9.4K |
| 16 | IFP Advisors, Inc | $2.8K |
| 17 | Blue Trust, Inc. | $2.1K |
| 18 | FIRST HORIZON CORP | $1.4K |
| 19 | Physician Wealth Advisors, Inc. | $983 |
| 20 | MassMutual Private Wealth & Trust, FSB | $948 |
| 21 | Center for Financial Planning, Inc. | $697 |
| 22 | Spire Wealth Management | $697 |
| 23 | Versant Capital Management, Inc | $70 |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$110.3K | |
| 2 | +$109.5K | |
| 3 | +$35.3K | |
| 4 | +$12.0K | |
| 5 | +$10.3K | |
| 6 | +$9.4K | |
| 7 | +$8.7K | |
| 8 | +$4.6K | |
| 9 | +$3.8K | |
| 10 | +$3.7K | |
| 11 | +$1.4K | |
| 12 | +$983 | |
| 13 | +$23 | |
| 14 | -$6 | |
| 15 | -$6 | |
| 16 | -$8 | |
| 17 | -$18 | |
| 18 | -$28 | |
| 19 | -$94 | |
| 20 | -$274 | |
| 21 | -$336 | |
| 22 | -$338 | |
| 23 | -$493 | |
| 24 | -$1.4K | |
| 25 | -$2.6K | |
| 26 | -$20.9K | |
| 27 | -$4.1M |