Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $9.4M |
| 2 | MELFA WEALTH MANAGEMENT, INC. | $793.3K |
| 3 | Indiana Trust & Investment Management Co | $711.0K |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $633.3K |
| 5 | Wealth Care LLC | $474.0K |
| 6 | Madison Park Capital Advisors, LLC | $458.6K |
| 7 | Worth Asset Management, LLC | $270.9K |
| 8 | TCP Asset Management, LLC | $217.3K |
| 9 | River Street Advisors LLC | $185.9K |
| 10 | Tradewinds Capital Management, LLC | $150.1K |
| 11 | J.W. COLE ADVISORS, INC. | $121.6K |
| 12 | CoreCap Advisors, LLC | $28.1K |
| 13 | EASTERN BANK | $11.6K |
| 14 | HIGHLINE WEALTH PARTNERS LLC | $4.5K |
| 15 | Community Financial Services Group, LLC | $3.8K |
| 16 | Mascoma Wealth Management LLC | $3.5K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$5.1M | |
| 2 | +$270.9K | |
| 3 | +$121.6K | |
| 4 | +$68.6K | |
| 5 | +$63.2K | |
| 6 | +$61.5K | |
| 7 | +$49.2K | |
| 8 | +$41.0K | |
| 9 | +$18.8K | |
| 10 | +$16.1K | |
| 11 | +$13.0K | |
| 12 | +$1.0K | |
| 13 | +$838 | |
| 14 | +$386 | |
| 15 | +$299 | |
| 16 | +$292 |