Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | San Luis Wealth Advisors LLC | $2.7M |
| 2 | WestHill Financial Advisors, Inc. | $1.9M |
| 3 | J. L. Bainbridge & Co., Inc. | $1.2M |
| 4 | marrick wealth, LLC | $615.9K |
| 5 | Police & Firemen's Retirement System of New Jersey | $455.1K |
| 6 | Barnes Wealth Management Group, Inc | $354.8K |
| 7 | Ballentine Partners, LLC | $253.4K |
| 8 | Fermata Advisors, LLC | $208.8K |
| 9 | Golden State Wealth Management, LLC | $202.1K |
| 10 | Mirae Asset Global Investments Co., Ltd. | $55.9K |
| 11 | Farther Finance Advisors, LLC | $38.7K |
| 12 | Longview Financial Advisors LLC | $27.5K |
| 13 | SIGNATUREFD, LLC | $24.3K |
| 14 | HOERTKORN RICHARD CHARLES | $19.1K |
| 15 | GAMMA Investing LLC | $14.1K |
| 16 | EverSource Wealth Advisors, LLC | $13.4K |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $12.4K |
| 18 | IFP Advisors, Inc | $10.6K |
| 19 | Versant Capital Management, Inc | $9.9K |
| 20 | True Wealth Design, LLC | $3.1K |
| 21 | Torren Management, LLC | $2.3K |
| 22 | SJS Investment Consulting Inc. | $1.1K |
| 23 | Hughes Financial Services, LLC | $700 |
| 24 | Handelsbanken Fonder AB | $339 |
| 25 | JFS WEALTH ADVISORS, LLC | $108 |
| 26 | State of Alaska, Department of Revenue | $75 |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$1.9M | |
| 2 | +$879.6K | |
| 3 | +$208.8K | |
| 4 | +$145.1K | |
| 5 | +$55.9K | |
| 6 | +$53.3K | |
| 7 | +$41.6K | |
| 8 | +$29.7K | |
| 9 | +$24.5K | |
| 10 | +$12.4K | |
| 11 | +$4.6K | |
| 12 | +$3.2K | |
| 13 | +$2.9K | |
| 14 | +$2.2K | |
| 15 | +$1.2K | |
| 16 | +$1.2K | |
| 17 | +$1.1K | |
| 18 | +$366 | |
| 19 | +$272 | |
| 20 | +$82 | |
| 21 | +$39 | |
| 22 | +$12 | |
| 23 | +$9 | |
| 24 | -$8.5K | |
| 25 | -$12.2K | |
| 26 | -$164.4K | |
| 27 | -$738.2K |