Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Versant Capital Management, Inc | $12.8M |
| 2 | BENJAMIN EDWARDS INC | $3.1M |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $815.8K |
| 4 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $669.8K |
| 5 | Sava Infond d.o.o. | $466.6K |
| 6 | Roan Capital Partners | $311.7K |
| 7 | Arlington Capital Management, Inc. | $295.2K |
| 8 | Sunpointe, LLC | $256.1K |
| 9 | AlphaCentric Advisors LLC | $174.3K |
| 10 | Triumph Capital Management | $75.9K |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $22.7K |
| 12 | BankChampaign, National Association | $7.5K |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$3.1M | |
| 2 | +$1.5M | |
| 3 | +$815.8K | |
| 4 | +$311.7K | |
| 5 | +$117.9K | |
| 6 | +$71.9K | |
| 7 | +$38.0K | |
| 8 | +$25.5K | |
| 9 | +$17.4K | |
| 10 | +$7.5K | |
| 11 | +$2.9K | |
| 12 | -$13.5K | |
| 13 | -$17.6K | |
| 14 | -$1.1M | |
| 15 | -$4.6M |