Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $11.3M |
| 2 | Noble Wealth Management PBC | $1.9M |
| 3 | Worthington Financial Partners, LLC | $806.9K |
| 4 | Rareview Capital LLC | $574.1K |
| 5 | XML Financial, LLC | $503.8K |
| 6 | Plancorp, LLC | $363.3K |
| 7 | Scarborough Advisors, LLC | $300.0K |
| 8 | Arlington Capital Management, Inc. | $289.8K |
| 9 | INTEGRATED CAPITAL MANAGEMENT, INC. | $216.0K |
| 10 | CoreCap Advisors, LLC | $60.6K |
| 11 | Smallwood Wealth Investment Management, LLC | $11.5K |
| 12 | Farther Finance Advisors, LLC | $7.8K |
| 13 | PARK AVENUE SECURITIES LLC | $1.2K |
| 14 | FNY Investment Advisers, LLC | $9 |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$414.8K | |
| 2 | +$368.6K | |
| 3 | +$151.0K | |
| 4 | +$30.8K | |
| 5 | +$21.1K | |
| 6 | +$10.0K | |
| 7 | +$2.5K | |
| 8 | +$2.1K | |
| 9 | +$484 | |
| 10 | +$300 | |
| 11 | +$1 | |
| 12 | $0 | |
| 13 | -$25.2K | |
| 14 | -$47.5K |