Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Rareview Capital LLC | $3.9M |
| 2 | Professional Financial Management, Inc. | $2.6M |
| 3 | MELFA WEALTH MANAGEMENT, INC. | $2.0M |
| 4 | Hennion & Walsh Asset Management, Inc. | $1.7M |
| 5 | Worthington Financial Partners, LLC | $1.4M |
| 6 | Atala Financial Inc | $1.1M |
| 7 | Noble Wealth Management PBC | $797.7K |
| 8 | RIVERBRIDGE PARTNERS LLC | $797.3K |
| 9 | Plancorp, LLC | $519.1K |
| 10 | INTEGRATED CAPITAL MANAGEMENT, INC. | $216.6K |
| 11 | BAR HARBOR WEALTH MANAGEMENT | $209.6K |
| 12 | Avior Wealth Management, LLC | $142.1K |
| 13 | Farther Finance Advisors, LLC | $42.9K |
| 14 | Moisand Fitzgerald Tamayo, LLC | $39.4K |
| 15 | Community Financial Services Group, LLC | $16.0K |
| 16 | HIGHLINE WEALTH PARTNERS LLC | $8.4K |
| 17 | Cape Investment Advisory, Inc. | $5.6K |
| 18 | PARK AVENUE SECURITIES LLC | $1.1K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$69.7K | |
| 2 | +$41.3K | |
| 3 | +$33.5K | |
| 4 | +$10.0K | |
| 5 | +$7.9K | |
| 6 | +$5.6K | |
| 7 | +$4.4K | |
| 8 | +$2.2K | |
| 9 | +$1.5K | |
| 10 | +$770 | |
| 11 | +$320 | |
| 12 | +$5 | |
| 13 | -$20.8K | |
| 14 | -$36.7K | |
| 15 | -$78.2K | |
| 16 | -$99.3K | |
| 17 | -$537.3K | |
| 18 | -$647.2K |