Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | SBI Securities Co., Ltd. | $2.6M |
| 2 | Revisor Wealth Management LLC | $1.3M |
| 3 | EXCHANGE TRADED CONCEPTS, LLC | $376.9K |
| 4 | RFG Advisory, LLC | $271.6K |
| 5 | J.W. COLE ADVISORS, INC. | $185.4K |
| 6 | Octavia Wealth Advisors, LLC | $172.8K |
| 7 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $164.0K |
| 8 | Boston Standard Wealth Management, LLC | $154.6K |
| 9 | Key Client Fiduciary Advisors, LLC | $135.1K |
| 10 | Hennion & Walsh Asset Management, Inc. | $112.1K |
| 11 | Farther Finance Advisors, LLC | $107.7K |
| 12 | Central Pacific Bank - Trust Division | $84.0K |
| 13 | GAMMA Investing LLC | $55.2K |
| 14 | AdvisorNet Financial, Inc | $39.5K |
| 15 | EverSource Wealth Advisors, LLC | $16.5K |
| 16 | Activest Wealth Management | $7.1K |
| 17 | SIGNATUREFD, LLC | $4.3K |
| 18 | KERR FINANCIAL PLANNING Corp | $3.5K |
| 19 | Triumph Capital Management | $3.5K |
| 20 | Vision Retirement, LLC | $3.2K |
| 21 | BFSG, LLC | $2.5K |
| 22 | Versant Capital Management, Inc | $1.3K |
| 23 | Dogwood Wealth Management LLC | $1.2K |
| 24 | IFP Advisors, Inc | $705 |
| 25 | Financial Perspectives, Inc | $240 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$185.4K | |
| 2 | +$57.9K | |
| 3 | +$48.1K | |
| 4 | +$28.6K | |
| 5 | +$18.2K | |
| 6 | +$14.5K | |
| 7 | +$10.2K | |
| 8 | +$9.1K | |
| 9 | +$8.7K | |
| 10 | +$3.5K | |
| 11 | +$3.1K | |
| 12 | +$2.2K | |
| 13 | +$1.8K | |
| 14 | +$1.8K | |
| 15 | +$150 | |
| 16 | +$75 | |
| 17 | +$69 | |
| 18 | +$53 | |
| 19 | +$26 | |
| 20 | +$15 | |
| 21 | +$5 | |
| 22 | -$1.3K | |
| 23 | -$12.9K | |
| 24 | -$23.6K | |
| 25 | -$34.5K | |
| 26 | -$535.2K |