Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $50.5M |
| 2 | Pine Valley Investments Ltd Liability Co | $13.9M |
| 3 | PFG Investments, LLC | $5.9M |
| 4 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $3.4M |
| 5 | PMG Family Office LLC | $1.9M |
| 6 | Accel Wealth Management | $1.8M |
| 7 | Patriot Financial Group Insurance Agency, LLC | $1.7M |
| 8 | Wealthcare Advisory Partners LLC | $878.8K |
| 9 | BOS Asset Management, LLC | $688.9K |
| 10 | Sherman Wealth Management LLC | $624.7K |
| 11 | TITLEIST ASSET MANAGEMENT, LLC | $603.3K |
| 12 | Colonial River Investments, LLC | $565.0K |
| 13 | JBR Co Financial Management Inc | $504.0K |
| 14 | Farther Finance Advisors, LLC | $295.2K |
| 15 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $246.7K |
| 16 | Cornerstone Wealth Management, LLC | $238.3K |
| 17 | Gainplan LLC | $226.4K |
| 18 | AdvisorNet Financial, Inc | $129.1K |
| 19 | IFP Advisors, Inc | $119.3K |
| 20 | Essential Investment Partners LLC | $65.7K |
| 21 | LANARK FINANCIAL, INC. | $57.2K |
| 22 | CoreCap Advisors, LLC | $37.2K |
| 23 | SBI Securities Co., Ltd. | $15.3K |
| 24 | TOTH FINANCIAL ADVISORY CORP | $1.8K |
| 25 | Mountain Hill Investment Partners Corp. | $503 |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$6.9M | |
| 2 | +$1.8M | |
| 3 | +$1.3M | |
| 4 | +$565.0K | |
| 5 | +$300.8K | |
| 6 | +$238.3K | |
| 7 | +$201.5K | |
| 8 | +$179.4K | |
| 9 | +$152.8K | |
| 10 | +$115.3K | |
| 11 | +$95.8K | |
| 12 | +$69.2K | |
| 13 | +$31.4K | |
| 14 | +$30.0K | |
| 15 | +$21.7K | |
| 16 | +$14.3K | |
| 17 | +$13.0K | |
| 18 | +$11.1K | |
| 19 | +$6.6K | |
| 20 | +$5.7K | |
| 21 | +$2.0K | |
| 22 | +$204 | |
| 23 | +$58 | |
| 24 | -$890 | |
| 25 | -$108.6K | |
| 26 | -$240.1K | |
| 27 | -$417.7K | |
| 28 | -$459.7K | |
| 29 | -$957.5K |