Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $1.8M |
| 2 | Apollon Wealth Management, LLC | $542.3K |
| 3 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $451.3K |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $390.2K |
| 5 | Strategic Blueprint, LLC | $212.9K |
| 6 | Symmetry Partners, LLC | $206.9K |
| 7 | Avior Wealth Management, LLC | $154.5K |
| 8 | DOLIVER ADVISORS, LP | $134.6K |
| 9 | Golden State Wealth Management, LLC | $124.9K |
| 10 | SWMG, LLC | $124.4K |
| 11 | A&I FINANCIAL SERVICES, LLC | $121.5K |
| 12 | Legacy Advisors, LLC | $105.9K |
| 13 | Catalyst Capital Advisors LLC | $91.0K |
| 14 | Merit Financial Group, LLC | $78.7K |
| 15 | Triumph Capital Management | $78.7K |
| 16 | BridgePort Financial Solutions, LLC | $76.2K |
| 17 | First Heartland Consultants, Inc. | $72.6K |
| 18 | IFP Advisors, Inc | $70.2K |
| 19 | RFG Advisory, LLC | $63.7K |
| 20 | Essential Investment Partners LLC | $52.2K |
| 21 | Farther Finance Advisors, LLC | $36.3K |
| 22 | Spire Wealth Management | $23.8K |
| 23 | Lodestone Wealth Management LLC | $23.0K |
| 24 | SIGNATUREFD, LLC | $20.6K |
| 25 | LGT Financial Advisors LLC | $9.6K |
| 26 | Kozak & Associates, Inc. | $4.5K |
| 27 | Main Street Group, LTD | $2.9K |
Manager changes2026-06-30 vs 2026-03-3135 / 35 loaded
| # | ||
|---|---|---|
| 1 | +$83.7K | |
| 2 | +$63.7K | |
| 3 | -$182 | |
| 4 | -$284 | |
| 5 | -$940 | |
| 6 | -$1.2K | |
| 7 | -$2.0K | |
| 8 | -$2.3K | |
| 9 | -$2.7K | |
| 10 | -$3.1K | |
| 11 | -$5.1K | |
| 12 | -$5.4K | |
| 13 | -$6.1K | |
| 14 | -$6.8K | |
| 15 | -$7.0K | |
| 16 | -$7.5K | |
| 17 | -$8.1K | |
| 18 | -$8.9K | |
| 19 | -$9.4K | |
| 20 | -$10.4K | |
| 21 | -$10.5K | |
| 22 | -$15.1K | |
| 23 | -$20.3K | |
| 24 | -$24.5K | |
| 25 | -$32.6K | |
| 26 | -$33.9K | |
| 27 | -$48.8K | |
| 28 | -$74.0K | |
| 29 | -$84.8K | |
| 30 | -$104.8K | |
| 31 | -$106.1K | |
| 32 | -$111.7K | |
| 33 | -$258.6K | |
| 34 | -$305.1K | |
| 35 | -$358.6K |