Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $155.8K |
| 2 | Rathbones Group PLC | $135.0K |
| 3 | Ninety One UK Ltd | $132.6K |
| 4 | SteelPeak Wealth, LLC | $60.8K |
| 5 | Apella Capital, LLC | $26.3K |
| 6 | Dynamic Advisor Solutions LLC | $19.7K |
| 7 | Orange Investment Advisors, Inc. | $17.8K |
| 8 | Allied Private Wealth LLC | $16.7K |
| 9 | CWA Asset Management Group, LLC | $13.5K |
| 10 | Aventura Private Wealth, LLC | $1.2K |
| 11 | SBI Securities Co., Ltd. | $1.1K |
| 12 | SJS Investment Consulting Inc. | $1.1K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | -$237 | |
| 2 | -$337 | |
| 3 | -$370 | |
| 4 | -$744 | |
| 5 | -$879 | |
| 6 | -$4.2K | |
| 7 | -$5.5K | |
| 8 | -$18.9K | |
| 9 | -$19.2K | |
| 10 | -$41.3K | |
| 11 | -$46.8K | |
| 12 | -$50.3K | |
| 13 | -$219.0K | |
| 14 | -$527.2K |