Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $5.8M |
| 2 | MELFA WEALTH MANAGEMENT, INC. | $2.4M |
| 3 | RIVERBRIDGE PARTNERS LLC | $1.4M |
| 4 | Noble Wealth Management PBC | $206.6K |
| 5 | Wealthcare Advisory Partners LLC | $172.0K |
| 6 | Apollon Wealth Management, LLC | $161.1K |
| 7 | PFG Investments, LLC | $155.6K |
| 8 | INTEGRATED CAPITAL MANAGEMENT, INC. | $112.8K |
| 9 | J.W. COLE ADVISORS, INC. | $65.7K |
| 10 | AMARILLO NATIONAL BANK | $64.6K |
| 11 | Fortitude Advisory Group L.L.C. | $58.9K |
| 12 | Farther Finance Advisors, LLC | $57.5K |
| 13 | Commonwealth Financial Services, LLC | $56.2K |
| 14 | IFP Advisors, Inc | $45.0K |
| 15 | Community Financial Services Group, LLC | $22.4K |
| 16 | Mascoma Wealth Management LLC | $12.6K |
| 17 | HIGHLINE WEALTH PARTNERS LLC | $3.8K |
| 18 | Bank of New Hampshire | $2.8K |
| 19 | EASTERN BANK | $2.8K |
| 20 | PARK AVENUE SECURITIES LLC | $739 |
| 21 | Bogart Wealth, LLC | $565 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$1.6M | |
| 2 | +$1.4M | |
| 3 | +$416.2K | |
| 4 | +$206.6K | |
| 5 | +$161.1K | |
| 6 | +$155.6K | |
| 7 | +$65.7K | |
| 8 | +$58.9K | |
| 9 | +$57.5K | |
| 10 | +$25.2K | |
| 11 | +$22.4K | |
| 12 | +$12.6K | |
| 13 | +$3.8K | |
| 14 | +$2.6K | |
| 15 | +$2.3K | |
| 16 | +$1.8K | |
| 17 | +$739 | |
| 18 | +$565 | |
| 19 | +$115 | |
| 20 | +$115 | |
| 21 | -$2.7K | |
| 22 | -$14.9K | |
| 23 | -$79.9K |