Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $7.8M |
| 2 | Atala Financial Inc | $4.3M |
| 3 | Ignite Planners, LLC | $2.1M |
| 4 | Trilogy Capital Inc. | $1.9M |
| 5 | MELFA WEALTH MANAGEMENT, INC. | $1.7M |
| 6 | Diligent Investors, LLC | $1.5M |
| 7 | Cypress Wealth Services, LLC | $1.4M |
| 8 | Rareview Capital LLC | $1.3M |
| 9 | D.A. DAVIDSON & CO. | $775.8K |
| 10 | Arlington Financial Advisors, LLC | $604.5K |
| 11 | Farther Finance Advisors, LLC | $381.6K |
| 12 | Wellspring Financial Advisors, LLC | $312.1K |
| 13 | Athena Wealth Management, LLC | $283.0K |
| 14 | Tempus Wealth Planning, LLC | $260.0K |
| 15 | Avior Wealth Management, LLC | $205.2K |
| 16 | Sowell Financial Services LLC | $201.6K |
| 17 | Core Wealth Partners LLC | $172.6K |
| 18 | DECISION INVESTMENTS, INC | $154.2K |
| 19 | Realta Investment Advisors | $150.0K |
| 20 | MERIDIAN INVESTMENT COUNSEL INC. | $141.1K |
| 21 | WOLFF WIESE MAGANA LLC | $32.7K |
| 22 | Noble Wealth Management PBC | $20.1K |
| 23 | DHJJ Financial Advisors, Ltd. | $15.5K |
| 24 | HIGHLINE WEALTH PARTNERS LLC | $11.3K |
| 25 | Mosley Wealth Management | $10.4K |
| 26 | Mascoma Wealth Management LLC | $7.8K |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$785.9K | |
| 2 | +$157.1K | |
| 3 | +$114.5K | |
| 4 | +$113.2K | |
| 5 | +$110.6K | |
| 6 | +$100.2K | |
| 7 | +$50.0K | |
| 8 | +$35.8K | |
| 9 | +$32.5K | |
| 10 | +$16.7K | |
| 11 | +$14.0K | |
| 12 | +$10.8K | |
| 13 | +$9.3K | |
| 14 | +$8.1K | |
| 15 | +$7.6K | |
| 16 | +$1.8K | |
| 17 | +$834 | |
| 18 | +$605 | |
| 19 | +$418 | |
| 20 | +$383 | |
| 21 | -$4.9K | |
| 22 | -$12.4K | |
| 23 | -$17.7K | |
| 24 | -$35.4K | |
| 25 | -$117.8K | |
| 26 | -$129.1K | |
| 27 | -$419.1K | |
| 28 | -$599.7K |