Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Gradient Investments LLC | $119.9M |
| 2 | ARS Wealth Advisors Group, LLC | $3.6M |
| 3 | Paladin Wealth, LLC | $2.4M |
| 4 | Cypress Wealth Services, LLC | $240.0K |
| 5 | IFP Advisors, Inc | $26.2K |
| 6 | Farther Finance Advisors, LLC | $15.4K |
| 7 | COUNTRY TRUST BANK | $4.0K |
| 8 | Mosley Wealth Management | $2.8K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$25.5M | |
| 2 | +$442.3K | |
| 3 | +$210.6K | |
| 4 | +$23.7K | |
| 5 | +$15.4K | |
| 6 | +$4.0K | |
| 7 | +$2.8K | |
| 8 | +$1.2K | |
| 9 | -$3.6K | |
| 10 | -$93.0K | |
| 11 | -$178.9K | |
| 12 | -$702.2K |