Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $9.4M |
| 2 | Wealth Alliance Advisory Group, LLC | $1.5M |
| 3 | JFS WEALTH ADVISORS, LLC | $1.5M |
| 4 | SEAMOUNT FINANCIAL GROUP INC | $739.8K |
| 5 | Madison Park Capital Advisors, LLC | $552.0K |
| 6 | Prospera Financial Services Inc | $329.5K |
| 7 | MELFA WEALTH MANAGEMENT, INC. | $314.7K |
| 8 | PFG Investments, LLC | $256.5K |
| 9 | Worth Asset Management, LLC | $211.7K |
| 10 | Penbrook Management LLC | $200.8K |
| 11 | Wealthcare Advisory Partners LLC | $181.0K |
| 12 | Tradewinds Capital Management, LLC | $160.0K |
| 13 | Merit Financial Group, LLC | $111.2K |
| 14 | TRUST CO OF TOLEDO NA /OH/ | $41.4K |
| 15 | CoreCap Advisors, LLC | $20.1K |
| 16 | HIGHLINE WEALTH PARTNERS LLC | $10.0K |
| 17 | Spire Wealth Management | $8.0K |
| 18 | IFP Advisors, Inc | $3.1K |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$6.8M | |
| 2 | +$367.2K | |
| 3 | +$211.7K | |
| 4 | +$121.3K | |
| 5 | +$111.2K | |
| 6 | +$77.4K | |
| 7 | +$38.3K | |
| 8 | +$34.5K | |
| 9 | +$17.2K | |
| 10 | +$10.4K | |
| 11 | +$8.3K | |
| 12 | +$3.3K | |
| 13 | +$2.1K | |
| 14 | +$520 | |
| 15 | +$416 | |
| 16 | -$2.5K | |
| 17 | -$4.6K | |
| 18 | -$22.8K | |
| 19 | -$133.3K | |
| 20 | -$879.7K |