Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $6.5M |
| 2 | Centurion Wealth Management LLC | $293.3K |
| 3 | Shaker Financial Services, LLC | $265.6K |
| 4 | SeaCrest Wealth Management, LLC | $197.1K |
| 5 | Merit Financial Group, LLC | $152.7K |
| 6 | Focus Financial Network, Inc. | $144.2K |
| 7 | CoreCap Advisors, LLC | $102.5K |
| 8 | AdvisorNet Financial, Inc | $61.3K |
| 9 | Noble Wealth Management PBC | $23.1K |
| 10 | HIGHLINE WEALTH PARTNERS LLC | $2.9K |
| 11 | Decker Retirement Planning Inc. | $1.4K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$144.2K | |
| 2 | +$84.1K | |
| 3 | +$9.6K | |
| 4 | +$8.3K | |
| 5 | +$3.7K | |
| 6 | +$1.4K | |
| 7 | +$543 | |
| 8 | +$26 | |
| 9 | -$5.0K | |
| 10 | -$12.4K | |
| 11 | -$1.8M |