Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | Gradient Investments LLC | $20.3M |
| 2 | MIDLAND WEALTH ADVISORS, LLC | $8.8M |
| 3 | LEAVELL INVESTMENT MANAGEMENT, INC. | $8.5M |
| 4 | Holcombe Financial, Inc. | $6.1M |
| 5 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $5.1M |
| 6 | Apollon Wealth Management, LLC | $4.9M |
| 7 | Auour Investments LLC | $4.4M |
| 8 | NAPLES GLOBAL ADVISORS, LLC | $2.4M |
| 9 | STAPP WEALTH MANAGEMENT, PLLC | $2.2M |
| 10 | Wealthcare Advisory Partners LLC | $2.2M |
| 11 | Walser Wealth Management Company, A Ltd Liability Co | $1.5M |
| 12 | First Financial Group Corp | $1.2M |
| 13 | BALDWIN WEALTH PARTNERS LLC/MA | $1.2M |
| 14 | Brucke Financial, Inc. | $1.0M |
| 15 | Sunbeam Capital Management, LLC | $768.2K |
| 16 | Paladin Wealth, LLC | $755.5K |
| 17 | PFG Advisors | $524.2K |
| 18 | Shore Point Advisors, LLC | $405.6K |
| 19 | Rareview Capital LLC | $270.4K |
| 20 | CARY STREET PARTNERS FINANCIAL LLC | $261.6K |
| 21 | AdvisorNet Financial, Inc | $17.4K |
| 22 | Seascape Capital Management | $8.3K |
| 23 | Crews Bank & Trust | $3.1K |
| 24 | PARK AVENUE SECURITIES LLC | $1.4K |
| 25 | Golden State Wealth Management, LLC | $1.1K |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$8.8M | |
| 2 | +$4.9M | |
| 3 | +$4.4M | |
| 4 | +$2.5M | |
| 5 | +$1.2M | |
| 6 | +$832.9K | |
| 7 | +$524.2K | |
| 8 | +$195.7K | |
| 9 | +$147.1K | |
| 10 | +$94.1K | |
| 11 | +$81.0K | |
| 12 | +$72.3K | |
| 13 | +$45.4K | |
| 14 | +$29.4K | |
| 15 | +$16.6K | |
| 16 | +$3.1K | |
| 17 | +$60 | |
| 18 | +$45 | |
| 19 | +$9 | |
| 20 | -$376 | |
| 21 | -$767 | |
| 22 | -$783 | |
| 23 | -$2.0K | |
| 24 | -$7.6K | |
| 25 | -$151.3K | |
| 26 | -$178.2K | |
| 27 | -$470.3K |