Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $12.6M |
| 2 | JFS WEALTH ADVISORS, LLC | $1.4M |
| 3 | Wealth Alliance Advisory Group, LLC | $947.1K |
| 4 | Worthington Financial Partners, LLC | $851.5K |
| 5 | PETRA FINANCIAL ADVISORS INC | $572.9K |
| 6 | Live Oak Private Wealth LLC | $424.4K |
| 7 | MELFA WEALTH MANAGEMENT, INC. | $422.7K |
| 8 | Insight Wealth Strategies, LLC | $282.7K |
| 9 | Clark Asset Management, LLC | $257.2K |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $210.4K |
| 11 | BAR HARBOR WEALTH MANAGEMENT | $195.4K |
| 12 | Worth Asset Management, LLC | $127.2K |
| 13 | Formidable Asset Management, LLC | $126.0K |
| 14 | River Street Advisors LLC | $123.8K |
| 15 | BENJAMIN EDWARDS INC | $110.5K |
| 16 | Encompass More Asset Management | $102.7K |
| 17 | Tradewinds Capital Management, LLC | $97.6K |
| 18 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $25.7K |
| 19 | Vision Retirement, LLC | $25.3K |
| 20 | CoreCap Advisors, LLC | $16.8K |
| 21 | HIGHLINE WEALTH PARTNERS LLC | $14.8K |
| 22 | Mascoma Wealth Management LLC | $13.9K |
| 23 | Farther Finance Advisors, LLC | $8.7K |
| 24 | SOA Wealth Advisors, LLC. | $2.5K |
| 25 | TSFG, LLC | $11 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$6.2M | |
| 2 | +$257.2K | |
| 3 | +$127.2K | |
| 4 | +$126.0K | |
| 5 | +$54.4K | |
| 6 | +$30.6K | |
| 7 | +$22.1K | |
| 8 | +$16.8K | |
| 9 | +$16.3K | |
| 10 | +$15.6K | |
| 11 | +$15.5K | |
| 12 | +$10.1K | |
| 13 | +$9.5K | |
| 14 | +$7.1K | |
| 15 | +$4.5K | |
| 16 | +$4.0K | |
| 17 | +$3.6K | |
| 18 | +$1.3K | |
| 19 | +$924 | |
| 20 | +$508 | |
| 21 | +$284 | |
| 22 | +$91 | |
| 23 | $0 | |
| 24 | -$17.4K | |
| 25 | -$86.1K |