Snapshot holdings28 / 28 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $10.9M |
| 2 | Rareview Capital LLC | $3.8M |
| 3 | Cresta Advisors, Ltd. | $3.3M |
| 4 | MELFA WEALTH MANAGEMENT, INC. | $1.6M |
| 5 | JFS WEALTH ADVISORS, LLC | $1.4M |
| 6 | Indiana Trust & Investment Management Co | $1.2M |
| 7 | Wealth Alliance Advisory Group, LLC | $426.8K |
| 8 | Pflug Koory, LLC | $274.1K |
| 9 | Plancorp, LLC | $237.8K |
| 10 | Fortitude Advisory Group L.L.C. | $235.6K |
| 11 | CARY STREET PARTNERS FINANCIAL LLC | $176.5K |
| 12 | GRIMES & Co WEALTH MANAGEMENT, LLC | $174.3K |
| 13 | PETRA FINANCIAL ADVISORS INC | $169.3K |
| 14 | PFS Partners, LLC | $159.1K |
| 15 | Centennial Wealth Advisory LLC | $150.1K |
| 16 | BENJAMIN EDWARDS INC | $135.3K |
| 17 | Mountain Hill Investment Partners Corp. | $129.5K |
| 18 | Realta Investment Advisors | $124.1K |
| 19 | Camelot Portfolios, LLC | $114.6K |
| 20 | Merit Financial Group, LLC | $108.1K |
| 21 | Noble Wealth Management PBC | $89.4K |
| 22 | CoreCap Advisors, LLC | $16.9K |
| 23 | PEOPLES FINANCIAL SERVICES CORP. | $16.6K |
| 24 | LANARK FINANCIAL, INC. | $10.0K |
| 25 | HIGHLINE WEALTH PARTNERS LLC | $8.0K |
| 26 | West Branch Capital LLC | $5.0K |
| 27 | Cape Investment Advisory, Inc. | $3.2K |
| 28 | Farther Finance Advisors, LLC | $2.4K |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$845.3K | |
| 3 | +$303.6K | |
| 4 | +$111.3K | |
| 5 | +$27.5K | |
| 6 | +$22.4K | |
| 7 | +$21.0K | |
| 8 | +$16.9K | |
| 9 | +$5.4K | |
| 10 | +$5.1K | |
| 11 | +$3.9K | |
| 12 | +$3.2K | |
| 13 | +$3.2K | |
| 14 | +$2.6K | |
| 15 | +$2.5K | |
| 16 | +$2.4K | |
| 17 | +$2.1K | |
| 18 | +$1.9K | |
| 19 | +$317 | |
| 20 | +$190 | |
| 21 | +$152 | |
| 22 | +$104 | |
| 23 | +$95 | |
| 24 | -$702 | |
| 25 | -$2.6K | |
| 26 | -$7.8K | |
| 27 | -$34.2K | |
| 28 | -$58.4K | |
| 29 | -$158.0K | |
| 30 | -$1.9M |