Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $6.2M |
| 2 | Cypress Wealth Services, LLC | $773.5K |
| 3 | D.A. DAVIDSON & CO. | $727.2K |
| 4 | Pacific Wealth Strategies Group, Inc. | $500.9K |
| 5 | Core Wealth Partners LLC | $440.9K |
| 6 | Mirador Capital Partners LP | $315.9K |
| 7 | Vanguard Capital Wealth Advisors | $215.8K |
| 8 | SteelPeak Wealth, LLC | $170.5K |
| 9 | TCFG Investment Advisors, LLC | $145.2K |
| 10 | WestHill Financial Advisors, Inc. | $128.7K |
| 11 | Tiller Private Wealth, Inc. | $128.3K |
| 12 | TriaGen Wealth Management LLC | $111.1K |
| 13 | ECLECTIC ASSOCIATES INC /ADV | $110.6K |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $22.7K |
| 15 | HIGHLINE WEALTH PARTNERS LLC | $4.3K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$192.9K | |
| 3 | +$128.3K | |
| 4 | +$38.3K | |
| 5 | +$14.3K | |
| 6 | +$7.0K | |
| 7 | +$5.5K | |
| 8 | +$4.7K | |
| 9 | +$4.2K | |
| 10 | +$3.6K | |
| 11 | +$777 | |
| 12 | +$140 | |
| 13 | -$17.7K | |
| 14 | -$27.1K | |
| 15 | -$123.0K | |
| 16 | -$195.3K | |
| 17 | -$214.7K |