Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Marquette Asset Management, LLC | $289.1K |
| 2 | Tactive Advisors, LLC | $76.0K |
| 3 | ANCHYRA PARTNERS LLC | $65.2K |
| 4 | QRG CAPITAL MANAGEMENT, INC. | $49.6K |
| 5 | IFP Advisors, Inc | $45.4K |
| 6 | GAMMA Investing LLC | $28.7K |
| 7 | Sequoia Financial Advisors, LLC | $17.6K |
| 8 | Stonebridge Financial Group, LLC | $14.5K |
| 9 | Blue Trust, Inc. | $14.5K |
| 10 | SBI Securities Co., Ltd. | $10.8K |
| 11 | SIGNATUREFD, LLC | $7.3K |
| 12 | Activest Wealth Management | $1.4K |
| 13 | THOMPSON INVESTMENT MANAGEMENT, INC. | $1.4K |
| 14 | CoreCap Advisors, LLC | $725 |
| 15 | Farther Finance Advisors, LLC | $660 |
| 16 | EverSource Wealth Advisors, LLC | $492 |
| 17 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $363 |
| 18 | Key FInancial Inc | $13 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$289.1K | |
| 2 | +$14.5K | |
| 3 | +$978 | |
| 4 | -$2 | |
| 5 | -$18 | |
| 6 | -$84 | |
| 7 | -$92 | |
| 8 | -$112 | |
| 9 | -$125 | |
| 10 | -$242 | |
| 11 | -$250 | |
| 12 | -$250 | |
| 13 | -$1.2K | |
| 14 | -$1.9K | |
| 15 | -$2.5K | |
| 16 | -$3.0K | |
| 17 | -$4.5K | |
| 18 | -$7.8K | |
| 19 | -$11.2K | |
| 20 | -$11.8K | |
| 21 | -$13.0K | |
| 22 | -$34.0K | |
| 23 | -$37.4K | |
| 24 | -$48.5K | |
| 25 | -$893.3K |