Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Gradient Investments LLC | $70.0M |
| 2 | Blue Trust, Inc. | $23.2M |
| 3 | Dynamic Advisor Solutions LLC | $4.9M |
| 4 | WESPAC Advisors SoCal, LLC | $3.4M |
| 5 | WEALTHCARE CAPITAL MANAGEMENT LLC | $3.3M |
| 6 | Paladin Wealth, LLC | $2.9M |
| 7 | Dogwood Wealth Management LLC | $2.7M |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M |
| 9 | Wealthcare Advisory Partners LLC | $1.5M |
| 10 | Benchmark Financial, LLC | $1.2M |
| 11 | Bucket List Wealth Management, LLC | $949.9K |
| 12 | Encompass More Asset Management | $687.7K |
| 13 | Brookstone Capital Management | $330.0K |
| 14 | RDA Financial Network | $235.8K |
| 15 | CoreCap Advisors, LLC | $6.2K |
| 16 | ARMSTRONG ADVISORY GROUP, INC | $1.2K |
| 17 | Farther Finance Advisors, LLC | $1.2K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$23.2M | |
| 2 | +$19.1M | |
| 3 | +$3.3M | |
| 4 | +$2.5M | |
| 5 | +$1.3M | |
| 6 | +$1.1M | |
| 7 | +$348.8K | |
| 8 | +$332.3K | |
| 9 | +$100.6K | |
| 10 | +$10.5K | |
| 11 | +$6.2K | |
| 12 | +$1.2K | |
| 13 | -$190 | |
| 14 | -$1.2K | |
| 15 | -$38.9K | |
| 16 | -$155.6K | |
| 17 | -$358.0K | |
| 18 | -$512.2K |