Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | LifePlan Financial, LLC | $4.9M |
| 2 | Global View Capital Management LLC | $1.5M |
| 3 | RDA Financial Network | $1.0M |
| 4 | Farther Finance Advisors, LLC | $46.7K |
| 5 | Blue Trust, Inc. | $22.3K |
| 6 | First PREMIER Bank | $946 |
| 7 | IFP Advisors, Inc | $334 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$422.9K | |
| 2 | +$309.3K | |
| 3 | +$37.3K | |
| 4 | +$3.1K | |
| 5 | +$1.5K | |
| 6 | +$23 | |
| 7 | -$189 |