Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | Assenagon Asset Management S.A. | $16.3M |
| 2 | Diversified Trust Co | $1.2M |
| 3 | Robeco Institutional Asset Management B.V. | $828.8K |
| 4 | Sequoia Financial Advisors, LLC | $334.8K |
| 5 | Crossmark Global Holdings, Inc. | $290.1K |
| 6 | BSW Wealth Partners | $246.6K |
| 7 | Mirae Asset Global Investments Co., Ltd. | $231.8K |
| 8 | QRG CAPITAL MANAGEMENT, INC. | $195.7K |
| 9 | Fractal Investments LLC | $134.4K |
| 10 | Sowell Financial Services LLC | $129.5K |
| 11 | Ballentine Partners, LLC | $127.3K |
| 12 | JOHNSON INVESTMENT COUNSEL INC | $114.3K |
| 13 | DELTEC ASSET MANAGEMENT LLC | $80.8K |
| 14 | Plan A Wealth LLC | $71.9K |
| 15 | Sivia Capital Partners, LLC | $59.5K |
| 16 | SIGNATUREFD, LLC | $59.5K |
| 17 | GAMMA Investing LLC | $22.3K |
| 18 | EverSource Wealth Advisors, LLC | $17.4K |
| 19 | Farther Finance Advisors, LLC | $12.8K |
| 20 | Ritter Daniher Financial Advisory LLC / DE | $8.6K |
| 21 | FINANCIAL CONSULATE, INC | $1.4K |
| 22 | Blue Trust, Inc. | $1.2K |
| 23 | JFS WEALTH ADVISORS, LLC | $1.1K |
| 24 | Versant Capital Management, Inc | $331 |
| 25 | True Wealth Design, LLC | $324 |
| 26 | LRI Investments, LLC | $170 |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$16.3M | |
| 2 | +$788.9K | |
| 3 | +$340.1K | |
| 4 | +$231.8K | |
| 5 | +$87.0K | |
| 6 | +$80.8K | |
| 7 | +$58.7K | |
| 8 | +$51.1K | |
| 9 | +$30.9K | |
| 10 | +$14.3K | |
| 11 | +$12.6K | |
| 12 | +$12.2K | |
| 13 | +$11.8K | |
| 14 | +$9.0K | |
| 15 | +$7.6K | |
| 16 | +$7.1K | |
| 17 | +$6.3K | |
| 18 | +$1.4K | |
| 19 | +$935 | |
| 20 | +$918 | |
| 21 | +$331 | |
| 22 | +$170 | |
| 23 | +$130 | |
| 24 | +$117 | |
| 25 | +$35 | |
| 26 | -$30.4K | |
| 27 | -$80.4K |