Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | Gradient Investments LLC | $28.3M |
| 2 | DHJJ Financial Advisors, Ltd. | $685.4K |
| 3 | TrustBank | $425.2K |
| 4 | PFG Advisors | $410.5K |
| 5 | YARGER WEALTH STRATEGIES, LLC | $326.7K |
| 6 | IFP Advisors, Inc | $297.6K |
| 7 | Liberty Atlantic Advisors LLC | $247.4K |
| 8 | Diligent Investors, LLC | $221.2K |
| 9 | Paladin Wealth, LLC | $202.8K |
| 10 | Triumph Capital Management | $159.7K |
| 11 | AdvisorNet Financial, Inc | $156.3K |
| 12 | CoreCap Advisors, LLC | $122.4K |
| 13 | LANARK FINANCIAL, INC. | $88.5K |
| 14 | Physician Wealth Advisors, Inc. | $55.9K |
| 15 | Capital Investment Advisory Services, LLC | $32.7K |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$28.3M | |
| 2 | +$425.2K | |
| 3 | +$390.6K | |
| 4 | +$297.6K | |
| 5 | +$221.2K | |
| 6 | +$202.8K | |
| 7 | +$159.7K | |
| 8 | +$122.4K | |
| 9 | +$74.9K | |
| 10 | +$57.8K | |
| 11 | +$57.3K | |
| 12 | +$55.9K | |
| 13 | +$32.7K | |
| 14 | +$14.1K | |
| 15 | +$9.1K |