Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Midwest Financial Network, LLC | $1.4M |
| 2 | RCS Financial Planning, LLC | $754.0K |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $295.2K |
| 4 | ShoreHaven Wealth Partners, LLC | $229.1K |
| 5 | Farther Finance Advisors, LLC | $178.3K |
| 6 | LifeSteps Financial, Inc. | $177.0K |
| 7 | IFP Advisors, Inc | $81.4K |
| 8 | Abound Wealth Management | $29 |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$595.5K | |
| 2 | +$177.0K | |
| 3 | +$24.6K | |
| 4 | -$71 | |
| 5 | -$38.1K | |
| 6 | -$87.0K | |
| 7 | -$121.0K | |
| 8 | -$161.7K |