Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Gradient Investments LLC | $56.7M |
| 2 | Wellment Financial | $2.6M |
| 3 | Quest 10 Wealth Builders, Inc. | $800.8K |
| 4 | Paladin Wealth, LLC | $406.3K |
| 5 | Strategic Blueprint, LLC | $303.1K |
| 6 | Focus Financial Network, Inc. | $280.3K |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $268.5K |
| 8 | Accurate Wealth Management, LLC | $222.6K |
| 9 | Mosley Wealth Management | $106.6K |
| 10 | AdvisorNet Financial, Inc | $65.8K |
| 11 | Decker Retirement Planning Inc. | $59.7K |
| 12 | Networth Advisors, LLC | $56.4K |
| 13 | IFP Advisors, Inc | $6.2K |
| 14 | CoreCap Advisors, LLC | $4.2K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$5.7M | |
| 2 | +$2.6M | |
| 3 | +$800.8K | |
| 4 | +$106.6K | |
| 5 | +$59.7K | |
| 6 | +$56.4K | |
| 7 | +$27.1K | |
| 8 | +$24.5K | |
| 9 | +$24.0K | |
| 10 | +$12.4K | |
| 11 | +$6.1K | |
| 12 | +$5.9K | |
| 13 | +$4.2K | |
| 14 | +$553 |