Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | MIDLAND WEALTH ADVISORS, LLC | $609.3K |
| 2 | Valeo Financial Advisors, LLC | $520.5K |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $422.9K |
| 4 | Brucke Financial, Inc. | $363.2K |
| 5 | Hennion & Walsh Asset Management, Inc. | $346.8K |
| 6 | Sequoia Financial Advisors, LLC | $228.1K |
| 7 | Police & Firemen's Retirement System of New Jersey | $188.5K |
| 8 | IFP Advisors, Inc | $165.1K |
| 9 | EverSource Wealth Advisors, LLC | $60.2K |
| 10 | Versant Capital Management, Inc | $57.8K |
| 11 | Blue Trust, Inc. | $43.6K |
| 12 | Bank & Trust Co | $40.9K |
| 13 | FIRST FINANCIAL CORP /IN/ | $32.2K |
| 14 | GAMMA Investing LLC | $19.2K |
| 15 | SIGNATUREFD, LLC | $17.7K |
| 16 | Farther Finance Advisors, LLC | $15.8K |
| 17 | True Wealth Design, LLC | $6.3K |
| 18 | Ares Financial Consulting, LLC | $2.1K |
| 19 | Triumph Capital Management | $1.6K |
| 20 | Fortitude Family Office, LLC | $1.5K |
| 21 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $533 |
| 22 | MassMutual Private Wealth & Trust, FSB | $249 |
| 23 | SBI Securities Co., Ltd. | $249 |
| 24 | SJS Investment Consulting Inc. | $156 |
| 25 | Torren Management, LLC | $31 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$228.1K | |
| 2 | +$172.8K | |
| 3 | +$112.3K | |
| 4 | +$101.2K | |
| 5 | +$97.4K | |
| 6 | +$91.1K | |
| 7 | +$53.4K | |
| 8 | +$46.8K | |
| 9 | +$28.3K | |
| 10 | +$16.4K | |
| 11 | +$14.4K | |
| 12 | +$12.4K | |
| 13 | +$11.6K | |
| 14 | +$9.1K | |
| 15 | +$5.4K | |
| 16 | +$5.0K | |
| 17 | +$1.6K | |
| 18 | +$1.6K | |
| 19 | +$1.5K | |
| 20 | +$573 | |
| 21 | +$145 | |
| 22 | +$89 | |
| 23 | +$48 | |
| 24 | +$9 | |
| 25 | -$956 |