Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $14.8M |
| 2 | Wagner Wealth Management, LLC | $4.4M |
| 3 | D.A. DAVIDSON & CO. | $897.9K |
| 4 | LexAurum Advisors, LLC | $566.7K |
| 5 | Fortitude Advisory Group L.L.C. | $363.1K |
| 6 | Cornerstone Wealth Management, LLC | $359.2K |
| 7 | Lauer Wealth, LLC | $212.0K |
| 8 | Avior Wealth Management, LLC | $160.4K |
| 9 | River Street Advisors LLC | $159.3K |
| 10 | Citizens National Bank Trust Department | $154.0K |
| 11 | VAQUERO PRIVATE WEALTH, LTD | $145.8K |
| 12 | Hilltop National Bank | $53.6K |
| 13 | Aventura Private Wealth, LLC | $44.6K |
| 14 | AdvisorNet Financial, Inc | $24.0K |
| 15 | Darwin Wealth Management, LLC | $18.8K |
| 16 | CoreCap Advisors, LLC | $17.3K |
| 17 | FIRST HORIZON CORP | $7.6K |
| 18 | HIGHLINE WEALTH PARTNERS LLC | $6.0K |
| 19 | Investors Research Corp | $3.5K |
| 20 | Kozak & Associates, Inc. | $3.0K |
| 21 | SIGNATUREFD, LLC | $2.6K |
| 22 | Financial Perspectives, Inc | $1.0K |
| 23 | GAMMA Investing LLC | $13 |
| 24 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $13 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$6.1M | |
| 2 | +$1.2M | |
| 3 | +$39.6K | |
| 4 | +$35.3K | |
| 5 | +$19.2K | |
| 6 | +$15.9K | |
| 7 | +$8.9K | |
| 8 | +$7.2K | |
| 9 | +$7.1K | |
| 10 | +$6.9K | |
| 11 | +$2.4K | |
| 12 | +$2.0K | |
| 13 | +$1.1K | |
| 14 | +$840 | |
| 15 | +$774 | |
| 16 | +$342 | |
| 17 | +$268 | |
| 18 | +$156 | |
| 19 | +$115 | |
| 20 | +$115 | |
| 21 | +$1 | |
| 22 | +$1 | |
| 23 | -$2.9K | |
| 24 | -$6.1K | |
| 25 | -$9.7K | |
| 26 | -$142.8K |