Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | FLAGSHIP HARBOR ADVISORS, LLC | $4.4M |
| 2 | Shaker Financial Services, LLC | $2.8M |
| 3 | Hennion & Walsh Asset Management, Inc. | $1.8M |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M |
| 5 | Formidable Asset Management, LLC | $1.3M |
| 6 | BENJAMIN EDWARDS INC | $596.1K |
| 7 | PMG Family Office LLC | $253.2K |
| 8 | Sowell Financial Services LLC | $230.2K |
| 9 | LANARK FINANCIAL, INC. | $191.7K |
| 10 | Holos Integrated Wealth LLC | $42.8K |
| 11 | Farther Finance Advisors, LLC | $11.9K |
| 12 | Spire Wealth Management | $5.7K |
| 13 | GoalVest Advisory LLC | $4.8K |
| 14 | HIGHLINE WEALTH PARTNERS LLC | $3.1K |
| 15 | JFS WEALTH ADVISORS, LLC | $1.4K |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$868.6K | |
| 2 | +$253.7K | |
| 3 | +$230.2K | |
| 4 | +$145.2K | |
| 5 | +$62.6K | |
| 6 | +$39.9K | |
| 7 | +$25.6K | |
| 8 | +$5.2K | |
| 9 | +$3.1K | |
| 10 | +$1.4K | |
| 11 | +$781 | |
| 12 | +$650 | |
| 13 | -$432 | |
| 14 | -$269.2K | |
| 15 | -$1.2M |