Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $5.4M |
| 2 | J.W. COLE ADVISORS, INC. | $827.0K |
| 3 | D.A. DAVIDSON & CO. | $812.5K |
| 4 | Rareview Capital LLC | $693.1K |
| 5 | DWR WEALTH MANAGEMENT, LLC | $674.6K |
| 6 | Blue Zone Wealth Advisors, LLC | $547.6K |
| 7 | Diligent Investors, LLC | $439.5K |
| 8 | LAZARI CAPITAL MANAGEMENT, INC. | $360.4K |
| 9 | Pacific Wealth Strategies Group, Inc. | $350.8K |
| 10 | Castle Rock Wealth Management, LLC | $303.9K |
| 11 | EHRLICH FINANCIAL GROUP | $299.4K |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $289.8K |
| 13 | Core Wealth Partners LLC | $230.9K |
| 14 | FLC Capital Advisors | $223.7K |
| 15 | MKT Advisors LLC | $222.4K |
| 16 | Farther Finance Advisors, LLC | $172.5K |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | $125.3K |
| 18 | Golden State Wealth Management, LLC | $25.9K |
| 19 | WOLFF WIESE MAGANA LLC | $18.8K |
| 20 | LifeSteps Financial, Inc. | $9.4K |
| 21 | 1620 INVESTMENT ADVISORS, INC. | $6.7K |
| 22 | HIGHLINE WEALTH PARTNERS LLC | $6.6K |
| 23 | FNY Investment Advisers, LLC | $11 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$827.0K | |
| 3 | +$89.0K | |
| 4 | +$40.0K | |
| 5 | +$30.9K | |
| 6 | +$25.6K | |
| 7 | +$18.1K | |
| 8 | +$17.6K | |
| 9 | +$14.5K | |
| 10 | +$11.6K | |
| 11 | +$11.2K | |
| 12 | +$10.1K | |
| 13 | +$9.4K | |
| 14 | +$6.9K | |
| 15 | +$6.3K | |
| 16 | +$1.3K | |
| 17 | +$945 | |
| 18 | +$728 | |
| 19 | +$377 | |
| 20 | +$338 | |
| 21 | +$330 | |
| 22 | +$1 | |
| 23 | -$121.6K | |
| 24 | -$152.4K | |
| 25 | -$634.6K |