Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Sound Income Strategies, LLC | $25.7M |
| 2 | Guardian Wealth Management, Inc. | $1.6M |
| 3 | EXCHANGE TRADED CONCEPTS, LLC | $966.5K |
| 4 | Triumph Capital Management | $495.4K |
| 5 | FULCRUM WEALTH ADVISORS, LLC | $261.7K |
| 6 | Diligent Investors, LLC | $240.2K |
| 7 | Abel Hall, LLC | $219.5K |
| 8 | Police & Firemen's Retirement System of New Jersey | $83.8K |
| 9 | THOMPSON INVESTMENT MANAGEMENT, INC. | $12.5K |
| 10 | SIGNATUREFD, LLC | $10.2K |
| 11 | Farther Finance Advisors, LLC | $8.9K |
| 12 | MassMutual Private Wealth & Trust, FSB | $8.2K |
| 13 | GAMMA Investing LLC | $5.5K |
| 14 | Physician Wealth Advisors, Inc. | $5.2K |
| 15 | EverSource Wealth Advisors, LLC | $3.9K |
| 16 | IFP Advisors, Inc | $2.7K |
| 17 | State of Alaska, Department of Revenue | $199 |
| 18 | True Wealth Design, LLC | $125 |
| 19 | SJS Investment Consulting Inc. | $104 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$3.7M | |
| 2 | +$319.0K | |
| 3 | +$267.5K | |
| 4 | +$261.7K | |
| 5 | +$108.3K | |
| 6 | +$35.0K | |
| 7 | +$30.6K | |
| 8 | +$11.1K | |
| 9 | +$10.2K | |
| 10 | +$5.4K | |
| 11 | +$2.4K | |
| 12 | +$1.7K | |
| 13 | +$1.1K | |
| 14 | +$1.1K | |
| 15 | +$294 | |
| 16 | +$104 | |
| 17 | +$71 | |
| 18 | +$46 | |
| 19 | -$42 |