Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | Burns Matteson Capital Management, LLC | $470.7K |
| 2 | QRG CAPITAL MANAGEMENT, INC. | $367.9K |
| 3 | Robeco Institutional Asset Management B.V. | $345.4K |
| 4 | Sequoia Financial Advisors, LLC | $323.9K |
| 5 | Hennion & Walsh Asset Management, Inc. | $320.3K |
| 6 | SIGNATUREFD, LLC | $161.7K |
| 7 | Mirae Asset Global Investments Co., Ltd. | $156.7K |
| 8 | Aprio Wealth Management, LLC | $144.7K |
| 9 | Blue Trust, Inc. | $119.3K |
| 10 | GAMMA Investing LLC | $83.9K |
| 11 | Sivia Capital Partners, LLC | $82.7K |
| 12 | Sowell Financial Services LLC | $79.3K |
| 13 | Alliance Wealth Advisors, LLC /UT | $71.7K |
| 14 | Ballentine Partners, LLC | $64.2K |
| 15 | Plan A Wealth LLC | $63.1K |
| 16 | Farther Finance Advisors, LLC | $58.6K |
| 17 | EverSource Wealth Advisors, LLC | $16.3K |
| 18 | Gleason Group, Inc. | $3.3K |
| 19 | IFP Advisors, Inc | $1.7K |
| 20 | FINANCIAL CONSULATE, INC | $1.4K |
| 21 | JFS WEALTH ADVISORS, LLC | $1.3K |
| 22 | Physician Wealth Advisors, Inc. | $1.2K |
| 23 | Ares Financial Consulting, LLC | $1.1K |
| 24 | True Wealth Design, LLC | $327 |
| 25 | LRI Investments, LLC | $126 |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$470.7K | |
| 2 | +$239.4K | |
| 3 | +$214.7K | |
| 4 | +$156.7K | |
| 5 | +$79.3K | |
| 6 | +$71.7K | |
| 7 | +$12.8K | |
| 8 | +$3.3K | |
| 9 | +$1.3K | |
| 10 | +$126 | |
| 11 | -$70 | |
| 12 | -$116 | |
| 13 | -$124 | |
| 14 | -$135 | |
| 15 | -$161 | |
| 16 | -$1.2K | |
| 17 | -$8.1K | |
| 18 | -$8.2K | |
| 19 | -$15.2K | |
| 20 | -$18.9K | |
| 21 | -$22.6K | |
| 22 | -$26.7K | |
| 23 | -$33.2K | |
| 24 | -$35.4K | |
| 25 | -$94.8K | |
| 26 | -$104.1K | |
| 27 | -$239.9K |