Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Robeco Institutional Asset Management B.V. | $1.3M |
| 2 | Crossmark Global Holdings, Inc. | $304.1K |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $201.6K |
| 4 | Ballentine Partners, LLC | $195.6K |
| 5 | Blue Trust, Inc. | $103.1K |
| 6 | EverSource Wealth Advisors, LLC | $57.8K |
| 7 | SBI Securities Co., Ltd. | $38.3K |
| 8 | SIGNATUREFD, LLC | $33.9K |
| 9 | Farther Finance Advisors, LLC | $12.3K |
| 10 | GAMMA Investing LLC | $12.1K |
| 11 | ELEVATION WEALTH PARTNERS, LLC | $2.7K |
| 12 | FINANCIAL CONSULATE, INC | $1.2K |
| 13 | Physician Wealth Advisors, Inc. | $1.1K |
| 14 | True Wealth Design, LLC | $579 |
| 15 | JFS WEALTH ADVISORS, LLC | $368 |
| 16 | Trust Co | $210 |
| 17 | Abound Wealth Management | $176 |
| 18 | LRI Investments, LLC | $175 |
| 19 | State of Alaska, Department of Revenue | $126 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$1.1M | |
| 2 | +$201.6K | |
| 3 | +$2.7K | |
| 4 | +$175 | |
| 5 | -$25 | |
| 6 | -$35 | |
| 7 | -$42 | |
| 8 | -$74 | |
| 9 | -$224 | |
| 10 | -$2.1K | |
| 11 | -$2.8K | |
| 12 | -$4.4K | |
| 13 | -$5.5K | |
| 14 | -$23.5K | |
| 15 | -$35.7K | |
| 16 | -$37.9K | |
| 17 | -$94.2K | |
| 18 | -$97.7K | |
| 19 | -$140.8K | |
| 20 | -$338.0K | |
| 21 | -$504.6K | |
| 22 | -$9.7M |