Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $44.9M |
| 2 | Triangle Securities Wealth Management | $8.3M |
| 3 | Farther Finance Advisors, LLC | $6.3M |
| 4 | Purus Wealth Management, LLC | $4.4M |
| 5 | Merit Financial Group, LLC | $2.7M |
| 6 | Orgel Wealth Management, LLC | $2.2M |
| 7 | IFP Advisors, Inc | $1.4M |
| 8 | WILLNER & HELLER, LLC | $1.2M |
| 9 | HF Advisory Group, LLC | $1.0M |
| 10 | Key FInancial Inc | $770.3K |
| 11 | Redhawk Wealth Advisors, Inc. | $756.9K |
| 12 | KWB Wealth | $727.4K |
| 13 | Dominguez Wealth Management Solutions, Inc. | $677.9K |
| 14 | Wealthcare Advisory Partners LLC | $671.3K |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $500.2K |
| 16 | Apollon Financial, LLC | $431.6K |
| 17 | FIFTH THIRD SECURITIES, INC. | $388.5K |
| 18 | Stonebridge Financial Group, LLC / MO | $281.7K |
| 19 | Golden State Wealth Management, LLC | $274.5K |
| 20 | Greenline Wealth Management LLC | $224.8K |
| 21 | Triumph Capital Management | $83.8K |
| 22 | Aventura Private Wealth, LLC | $5.2K |
| 23 | WOLFF WIESE MAGANA LLC | $2.4K |
| 24 | Capital Advisors, Ltd. LLC | $370 |
| 25 | PARK AVENUE SECURITIES LLC | $218 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$12.0M | |
| 2 | +$2.4M | |
| 3 | +$1.2M | |
| 4 | +$526.6K | |
| 5 | +$519.0K | |
| 6 | +$484.4K | |
| 7 | +$381.8K | |
| 8 | +$314.6K | |
| 9 | +$258.3K | |
| 10 | +$224.8K | |
| 11 | +$218.9K | |
| 12 | +$170.5K | |
| 13 | +$112.6K | |
| 14 | +$104.3K | |
| 15 | +$69.8K | |
| 16 | +$67.9K | |
| 17 | +$20.7K | |
| 18 | +$5.1K | |
| 19 | +$1.3K | |
| 20 | +$600 | |
| 21 | +$218 | |
| 22 | +$91 | |
| 23 | -$366.4K | |
| 24 | -$687.2K | |
| 25 | -$1.0M | |
| 26 | -$2.3M |