Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $4.8M |
| 2 | Williams & Novak, LLC | $3.3M |
| 3 | Professional Financial Management, Inc. | $1.8M |
| 4 | MELFA WEALTH MANAGEMENT, INC. | $1.7M |
| 5 | Core Wealth Partners LLC | $1.5M |
| 6 | RIVERBRIDGE PARTNERS LLC | $1.4M |
| 7 | Rareview Capital LLC | $478.4K |
| 8 | PFG Investments, LLC | $471.4K |
| 9 | Sowell Financial Services LLC | $178.7K |
| 10 | Farther Finance Advisors, LLC | $174.7K |
| 11 | Wellspring Financial Advisors, LLC | $156.6K |
| 12 | SEAMOUNT FINANCIAL GROUP INC | $129.5K |
| 13 | Noble Wealth Management PBC | $122.5K |
| 14 | J.W. COLE ADVISORS, INC. | $112.3K |
| 15 | Mascoma Wealth Management LLC | $2.3K |
| 16 | FNY Investment Advisers, LLC | $1 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$156.6K | |
| 2 | +$112.3K | |
| 3 | +$64.1K | |
| 4 | +$58.7K | |
| 5 | +$29.7K | |
| 6 | +$17.5K | |
| 7 | +$5.6K | |
| 8 | +$323 | |
| 9 | +$98 | |
| 10 | $0 | |
| 11 | -$2.2K | |
| 12 | -$4.1K | |
| 13 | -$9.6K | |
| 14 | -$24.9K | |
| 15 | -$26.3K | |
| 16 | -$191.0K | |
| 17 | -$207.1K | |
| 18 | -$1.1M |