Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | J.W. COLE ADVISORS, INC. | $3.9M |
| 2 | Hennion & Walsh Asset Management, Inc. | $1.6M |
| 3 | CASCADE INVESTMENT GROUP, INC. | $500.9K |
| 4 | NWAM LLC | $425.6K |
| 5 | RFG Advisory, LLC | $258.0K |
| 6 | B. Riley Wealth Advisors, Inc. | $191.0K |
| 7 | DECISION INVESTMENTS, INC | $172.9K |
| 8 | Focus Financial Network, Inc. | $168.4K |
| 9 | PFG Investments, LLC | $162.0K |
| 10 | Farther Finance Advisors, LLC | $52.5K |
| 11 | CoreCap Advisors, LLC | $38.6K |
| 12 | LANARK FINANCIAL, INC. | $22.3K |
| 13 | Cape Investment Advisory, Inc. | $5.9K |
| 14 | HARBOR INVESTMENT ADVISORY, LLC | $5.9K |
| 15 | Key FInancial Inc | $787 |
| 16 | Golden State Wealth Management, LLC | $15 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$407.1K | |
| 2 | +$350.7K | |
| 3 | +$22.3K | |
| 4 | +$14.2K | |
| 5 | +$13.5K | |
| 6 | +$5.9K | |
| 7 | +$5.5K | |
| 8 | +$4.8K | |
| 9 | +$4.7K | |
| 10 | +$1.0K | |
| 11 | +$160 | |
| 12 | +$22 | |
| 13 | +$1 | |
| 14 | -$2.3K | |
| 15 | -$43.6K | |
| 16 | -$90.1K | |
| 17 | -$218.2K |