Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Gradient Investments LLC | $25.6M |
| 2 | Bright Futures Wealth Management, LLC. | $2.0M |
| 3 | PRIVATE CLIENT SERVICES, LLC | $1.5M |
| 4 | Diligent Investors, LLC | $806.3K |
| 5 | FIDUCIARY FINANCIAL GROUP, LLC | $745.0K |
| 6 | PFS Partners, LLC | $646.4K |
| 7 | ACCESS FINANCIAL SERVICES, INC. | $533.3K |
| 8 | Old Port Advisors | $531.6K |
| 9 | Cypress Wealth Services, LLC | $478.9K |
| 10 | IFP Advisors, Inc | $451.9K |
| 11 | PFG Advisors | $419.6K |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $390.7K |
| 13 | Stonebridge Financial Group, LLC | $323.2K |
| 14 | BCS Wealth Management | $316.3K |
| 15 | Lantz Financial LLC | $307.1K |
| 16 | TrustBank | $171.3K |
| 17 | DHJJ Financial Advisors, Ltd. | $128.8K |
| 18 | CoreCap Advisors, LLC | $100.5K |
| 19 | AdvisorNet Financial, Inc | $40.0K |
| 20 | Farther Finance Advisors, LLC | $15.1K |
| 21 | EverSource Wealth Advisors, LLC | $3.0K |
| 22 | Capital Investment Advisory Services, LLC | $2.1K |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$25.6M | |
| 2 | +$2.0M | |
| 3 | +$1.5M | |
| 4 | +$531.6K | |
| 5 | +$478.9K | |
| 6 | +$457.9K | |
| 7 | +$208.7K | |
| 8 | +$171.3K | |
| 9 | +$101.3K | |
| 10 | +$100.5K | |
| 11 | +$92.9K | |
| 12 | +$90.4K | |
| 13 | +$76.6K | |
| 14 | +$14.7K | |
| 15 | +$12.3K | |
| 16 | +$8.9K | |
| 17 | +$6.0K | |
| 18 | +$2.1K | |
| 19 | +$1.9K | |
| 20 | +$576 | |
| 21 | +$142 | |
| 22 | -$3.0M |