Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | TT International Asset Management LTD | $19.4M |
| 2 | Hennion & Walsh Asset Management, Inc. | $2.8M |
| 3 | Triasima Portfolio Management inc. | $1.5M |
| 4 | NOVEM GROUP | $1.1M |
| 5 | Marshall Financial Group, LLC | $809.8K |
| 6 | Crossmark Global Holdings, Inc. | $475.2K |
| 7 | Farther Finance Advisors, LLC | $342.8K |
| 8 | Blue Trust, Inc. | $336.2K |
| 9 | Aaron Wealth Advisors LLC | $291.4K |
| 10 | Ballentine Partners, LLC | $264.3K |
| 11 | BSW Wealth Partners | $206.3K |
| 12 | Mirae Asset Global Investments Co., Ltd. | $198.6K |
| 13 | SIGNATUREFD, LLC | $120.3K |
| 14 | GAMMA Investing LLC | $64.6K |
| 15 | EverSource Wealth Advisors, LLC | $64.0K |
| 16 | SBI Securities Co., Ltd. | $36.7K |
| 17 | FINANCIAL CONSULATE, INC | $5.8K |
| 18 | ELEVATION WEALTH PARTNERS, LLC | $5.8K |
| 19 | JFS WEALTH ADVISORS, LLC | $5.4K |
| 20 | True Wealth Design, LLC | $5.2K |
| 21 | Gleason Group, Inc. | $3.9K |
| 22 | HIGHLINE WEALTH PARTNERS LLC | $3.0K |
| 23 | Physician Wealth Advisors, Inc. | $1.4K |
| 24 | Abound Wealth Management | $319 |
| 25 | LRI Investments, LLC | $318 |
| 26 | Versant Capital Management, Inc | $318 |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$1.1M | |
| 2 | +$809.8K | |
| 3 | +$565.2K | |
| 4 | +$291.4K | |
| 5 | +$206.3K | |
| 6 | +$198.6K | |
| 7 | +$58.6K | |
| 8 | +$6.5K | |
| 9 | +$5.8K | |
| 10 | +$3.9K | |
| 11 | +$3.8K | |
| 12 | +$1.5K | |
| 13 | +$1.5K | |
| 14 | +$373 | |
| 15 | +$359 | |
| 16 | +$318 | |
| 17 | +$318 | |
| 18 | -$52 | |
| 19 | -$201 | |
| 20 | -$617 | |
| 21 | -$2.1K | |
| 22 | -$36.1K | |
| 23 | -$45.0K | |
| 24 | -$54.7K | |
| 25 | -$55.0K | |
| 26 | -$213.4K | |
| 27 | -$301.7K | |
| 28 | -$2.5M | |
| 29 | -$6.4M |