Adhesion Wealth: Model Marketplace vs TAMP

Beginning with the Q1 2026 Select List and applied on a go-forward basis, SMArtX has implemented enhancements designed to recognize a broader range of top-performing strategies while maintaining the integrity and scale of the list. The firm-level assets under management (AUM) threshold has been adjusted from $500 million to $250 million, expanding eligibility to include a wider range of managers.