Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Pioneer Wealth Management Group | $924.8K |
| 2 | DAGCO, INC. | $789.8K |
| 3 | COURIER CAPITAL LLC | $571.0K |
| 4 | RFG Advisory, LLC | $362.5K |
| 5 | EverSource Wealth Advisors, LLC | $326.1K |
| 6 | Gradient Investments LLC | $272.3K |
| 7 | Prospera Financial Services Inc | $210.1K |
| 8 | TRUST CO OF TOLEDO NA /OH/ | $27.2K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$210.1K | |
| 2 | +$75.2K | |
| 3 | +$55.7K | |
| 4 | +$25.6K | |
| 5 | +$19.2K | |
| 6 | +$18.4K | |
| 7 | +$18.1K | |
| 8 | -$60.8K |