Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | PING CAPITAL MANAGEMENT, INC. | $774.8K |
| 2 | Crossmark Global Holdings, Inc. | $640.6K |
| 3 | Aaron Wealth Advisors LLC | $290.5K |
| 4 | QRG CAPITAL MANAGEMENT, INC. | $199.6K |
| 5 | Mirae Asset Global Investments Co., Ltd. | $185.4K |
| 6 | Sowell Financial Services LLC | $148.8K |
| 7 | SIGNATUREFD, LLC | $74.2K |
| 8 | EverSource Wealth Advisors, LLC | $23.4K |
| 9 | Farther Finance Advisors, LLC | $19.8K |
| 10 | SBI Securities Co., Ltd. | $16.2K |
| 11 | ELEVATION WEALTH PARTNERS, LLC | $3.7K |
| 12 | BFSG, LLC | $3.5K |
| 13 | KERR FINANCIAL PLANNING Corp | $2.9K |
| 14 | Versant Capital Management, Inc | $2.5K |
| 15 | IFP Advisors, Inc | $2.3K |
| 16 | JFS WEALTH ADVISORS, LLC | $904 |
| 17 | Physician Wealth Advisors, Inc. | $634 |
| 18 | True Wealth Design, LLC | $599 |
| 19 | Ares Financial Consulting, LLC | $411 |
| 20 | Triumph Capital Management | $411 |
| 21 | LRI Investments, LLC | $176 |
| 22 | Abound Wealth Management | $83 |
| 23 | Financial Perspectives, Inc | $23 |
| 24 | TSFG, LLC | $3 |
Manager changes2026-06-30 vs 2026-03-3135 / 35 loaded
| # | ||
|---|---|---|
| 1 | +$148.8K | |
| 2 | +$76.7K | |
| 3 | +$3.7K | |
| 4 | +$2.9K | |
| 5 | +$991 | |
| 6 | +$176 | |
| 7 | -$1 | |
| 8 | -$13 | |
| 9 | -$42 | |
| 10 | -$213 | |
| 11 | -$232 | |
| 12 | -$571 | |
| 13 | -$739 | |
| 14 | -$1.1K | |
| 15 | -$1.8K | |
| 16 | -$1.8K | |
| 17 | -$2.4K | |
| 18 | -$2.9K | |
| 19 | -$5.1K | |
| 20 | -$18.8K | |
| 21 | -$21.6K | |
| 22 | -$25.3K | |
| 23 | -$27.9K | |
| 24 | -$74.8K | |
| 25 | -$81.0K | |
| 26 | -$89.2K | |
| 27 | -$127.9K | |
| 28 | -$218.3K | |
| 29 | -$224.4K | |
| 30 | -$348.5K | |
| 31 | -$426.1K | |
| 32 | -$433.4K | |
| 33 | -$438.8K | |
| 34 | -$832.1K | |
| 35 | -$891.5K |