Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $2.7M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M |
| 3 | Smith Asset Management Co., LLC | $1.5M |
| 4 | American Institute for Advanced Investment Management, LLP | $1.1M |
| 5 | PMG Family Office LLC | $976.8K |
| 6 | B. Riley Wealth Advisors, Inc. | $738.5K |
| 7 | Farther Finance Advisors, LLC | $723.3K |
| 8 | J.W. COLE ADVISORS, INC. | $528.3K |
| 9 | Liberty Capital Management, Inc. | $359.1K |
| 10 | D.A. DAVIDSON & CO. | $352.0K |
| 11 | M3 Advisory Group, LLC | $310.4K |
| 12 | SeaCrest Wealth Management, LLC | $278.4K |
| 13 | Stronghold Wealth Management L.L.C. | $245.9K |
| 14 | LANARK FINANCIAL, INC. | $155.9K |
| 15 | IFP Advisors, Inc | $46.4K |
| 16 | Hilltop National Bank | $23.2K |
| 17 | JFS WEALTH ADVISORS, LLC | $6.6K |
| 18 | Triumph Capital Management | $5.8K |
| 19 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $4.7K |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$708.1K | |
| 2 | +$528.3K | |
| 3 | +$227.2K | |
| 4 | +$201.0K | |
| 5 | +$128.7K | |
| 6 | +$116.7K | |
| 7 | +$89.5K | |
| 8 | +$32.2K | |
| 9 | +$28.5K | |
| 10 | +$25.3K | |
| 11 | +$17.4K | |
| 12 | +$6.6K | |
| 13 | +$4.8K | |
| 14 | +$4.7K | |
| 15 | +$2.1K | |
| 16 | +$526 | |
| 17 | -$4.4K | |
| 18 | -$42.3K | |
| 19 | -$237.4K |