Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $10.9M |
| 2 | Professional Financial Management, Inc. | $1.3M |
| 3 | RIVERBRIDGE PARTNERS LLC | $891.8K |
| 4 | Traub Capital Management LLC | $752.2K |
| 5 | Petersen Hastings Wealth Advisors Inc. | $520.7K |
| 6 | MELFA WEALTH MANAGEMENT, INC. | $389.8K |
| 7 | 180 WEALTH ADVISORS, LLC | $369.4K |
| 8 | WealthBridge Capital Management, LLC | $227.8K |
| 9 | INTEGRATED CAPITAL MANAGEMENT, INC. | $223.8K |
| 10 | Merit Financial Group, LLC | $200.6K |
| 11 | Fortitude Advisory Group L.L.C. | $180.1K |
| 12 | Spire Wealth Management | $160.9K |
| 13 | Noble Wealth Management PBC | $148.3K |
| 14 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $130.5K |
| 15 | Confluence Wealth Services, Inc. | $80.8K |
| 16 | Thoma Capital Management LLC | $70.1K |
| 17 | Farther Finance Advisors, LLC | $39.1K |
| 18 | GILPIN WEALTH MANAGEMENT, LLC | $29.1K |
| 19 | Blue Trust, Inc. | $23.1K |
| 20 | EASTERN BANK | $22.2K |
| 21 | CoreCap Advisors, LLC | $16.1K |
| 22 | PARK AVENUE SECURITIES LLC | $1.2K |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$5.9M | |
| 2 | +$16.1K | |
| 3 | +$14.9K | |
| 4 | +$13.7K | |
| 5 | +$10.3K | |
| 6 | +$6.0K | |
| 7 | +$4.7K | |
| 8 | +$4.2K | |
| 9 | +$3.9K | |
| 10 | +$3.4K | |
| 11 | +$3.4K | |
| 12 | +$2.1K | |
| 13 | +$777 | |
| 14 | +$765 | |
| 15 | +$607 | |
| 16 | +$586 | |
| 17 | +$3 | |
| 18 | -$4.4K | |
| 19 | -$28.0K | |
| 20 | -$42.3K | |
| 21 | -$49.1K | |
| 22 | -$74.4K | |
| 23 | -$1.4M |