Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Gradient Investments LLC | $26.2M |
| 2 | WT Wealth Management | $3.5M |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M |
| 4 | Balance Wealth Partners LLC | $3.0M |
| 5 | Lord & Richards Wealth Management, LLC | $2.3M |
| 6 | Capital Investment Advisory Services, LLC | $1.7M |
| 7 | Farther Finance Advisors, LLC | $1.6M |
| 8 | Vavra Capital Management, LLC | $1.4M |
| 9 | Green Ridge Wealth Planning LLC | $1.3M |
| 10 | Brucke Financial, Inc. | $1.1M |
| 11 | Paladin Wealth, LLC | $1.1M |
| 12 | WOLFF WIESE MAGANA LLC | $874.4K |
| 13 | Financial Partners Group, Inc | $493.8K |
| 14 | Heck Capital Advisors, LLC | $386.2K |
| 15 | Patriot Financial Group Insurance Agency, LLC | $362.1K |
| 16 | Brady Martz Wealth Solutions, LLC | $289.7K |
| 17 | Bulwark Capital Corp | $74.3K |
| 18 | Crews Bank & Trust | $39.9K |
| 19 | Physician Wealth Advisors, Inc. | $27.4K |
| 20 | CoreCap Advisors, LLC | $4.5K |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$3.3M | |
| 2 | +$819.2K | |
| 3 | +$304.6K | |
| 4 | +$148.6K | |
| 5 | +$109.6K | |
| 6 | +$108.3K | |
| 7 | +$83.8K | |
| 8 | +$44.4K | |
| 9 | +$4.5K | |
| 10 | +$1.4K | |
| 11 | +$564 | |
| 12 | +$460 | |
| 13 | -$4.3K | |
| 14 | -$12.9K | |
| 15 | -$24.1K | |
| 16 | -$40.7K | |
| 17 | -$318.1K | |
| 18 | -$347.9K | |
| 19 | -$642.9K | |
| 20 | -$12.7M |