Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $3.2M |
| 2 | Apollon Wealth Management, LLC | $409.4K |
| 3 | Shaker Financial Services, LLC | $365.6K |
| 4 | Ballentine Partners, LLC | $300.7K |
| 5 | BENJAMIN EDWARDS INC | $285.9K |
| 6 | Dynamic Advisor Solutions LLC | $232.4K |
| 7 | MELFA WEALTH MANAGEMENT, INC. | $214.4K |
| 8 | AEGON USA Investment Management, LLC | $191.9K |
| 9 | J.W. COLE ADVISORS, INC. | $117.1K |
| 10 | CoreCap Advisors, LLC | $28.1K |
| 11 | HIGHLINE WEALTH PARTNERS LLC | $6.5K |
| 12 | JFS WEALTH ADVISORS, LLC | $767 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$476.1K | |
| 2 | +$117.1K | |
| 3 | +$26.6K | |
| 4 | +$14.1K | |
| 5 | +$1.9K | |
| 6 | +$1.9K | |
| 7 | +$1.2K | |
| 8 | +$767 | |
| 9 | +$42 | |
| 10 | -$3.5K | |
| 11 | -$8.5K | |
| 12 | -$57.3K | |
| 13 | -$61.1K | |
| 14 | -$171.8K | |
| 15 | -$212.6K |