Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $8.9M |
| 2 | PFG Investments, LLC | $2.8M |
| 3 | RMR Wealth Builders | $705.9K |
| 4 | Realta Investment Advisors | $572.0K |
| 5 | Breakwater Capital Group | $472.6K |
| 6 | Herold Advisors, Inc. | $375.0K |
| 7 | CARY STREET PARTNERS FINANCIAL LLC | $346.8K |
| 8 | Leisure Capital Management | $323.2K |
| 9 | Evanson Financial, LLC | $258.9K |
| 10 | Opal Wealth Advisors, LLC | $254.9K |
| 11 | MELFA WEALTH MANAGEMENT, INC. | $199.7K |
| 12 | GenWealth Group, Inc. | $188.3K |
| 13 | Mountain Hill Investment Partners Corp. | $177.9K |
| 14 | Merit Financial Group, LLC | $153.2K |
| 15 | Spire Wealth Management | $132.2K |
| 16 | Sage Capital Management, LLC | $107.2K |
| 17 | Farther Finance Advisors, LLC | $69.7K |
| 18 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $51.7K |
| 19 | SOA Wealth Advisors, LLC. | $43.0K |
| 20 | Marshall & Sterling Wealth Advisors Inc. | $37.9K |
| 21 | HIGHLINE WEALTH PARTNERS LLC | $21.4K |
| 22 | WEBSTER BANK, N. A. | $9.4K |
| 23 | Key FInancial Inc | $5.2K |
| 24 | PARK AVENUE SECURITIES LLC | $149 |
| 25 | FNY Investment Advisers, LLC | $11 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$1.5M | |
| 2 | +$241.8K | |
| 3 | +$127.5K | |
| 4 | +$69.7K | |
| 5 | +$44.4K | |
| 6 | +$30.6K | |
| 7 | +$27.2K | |
| 8 | +$16.5K | |
| 9 | +$15.4K | |
| 10 | +$12.1K | |
| 11 | +$9.5K | |
| 12 | +$9.0K | |
| 13 | +$8.5K | |
| 14 | +$6.6K | |
| 15 | +$6.3K | |
| 16 | +$5.1K | |
| 17 | +$2.0K | |
| 18 | +$1.8K | |
| 19 | +$1.0K | |
| 20 | +$448 | |
| 21 | +$249 | |
| 22 | +$5 | |
| 23 | $0 | |
| 24 | -$3.9K | |
| 25 | -$14.3K |