Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $361.7K |
| 2 | AEGON USA Investment Management, LLC | $255.7K |
| 3 | INTEGRATED CAPITAL MANAGEMENT, INC. | $241.8K |
| 4 | Fiduciary Alliance LLC | $229.4K |
| 5 | Fortitude Advisory Group L.L.C. | $210.7K |
| 6 | Prospera Financial Services Inc | $174.4K |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $145.3K |
| 8 | MELFA WEALTH MANAGEMENT, INC. | $108.9K |
| 9 | Sandy Cove Advisors, LLC | $106.0K |
| 10 | CoreCap Advisors, LLC | $14.8K |
| 11 | BARRETT & COMPANY, INC. | $13.8K |
| 12 | Farther Finance Advisors, LLC | $10.2K |
| 13 | LANARK FINANCIAL, INC. | $4.0K |
| 14 | HIGHLINE WEALTH PARTNERS LLC | $2.1K |
| 15 | PARK AVENUE SECURITIES LLC | $1.1K |
| 16 | JFS WEALTH ADVISORS, LLC | $636 |
| 17 | Allied Private Wealth LLC | $106 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$241.8K | |
| 2 | +$4.2K | |
| 3 | +$1.6K | |
| 4 | +$1.4K | |
| 5 | +$1.2K | |
| 6 | +$1.1K | |
| 7 | +$636 | |
| 8 | +$616 | |
| 9 | +$84 | |
| 10 | +$78 | |
| 11 | +$12 | |
| 12 | -$10.5K | |
| 13 | -$16.7K | |
| 14 | -$21.2K | |
| 15 | -$96.6K | |
| 16 | -$141.5K | |
| 17 | -$155.9K | |
| 18 | -$203.3K |