Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Gradient Investments LLC | $14.2M |
| 2 | PRIVATE CLIENT SERVICES, LLC | $2.5M |
| 3 | Liberty Atlantic Advisors LLC | $1.0M |
| 4 | Arlington Capital Management, Inc. | $840.0K |
| 5 | Investment Partners Asset Management, Inc. | $619.0K |
| 6 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $564.9K |
| 7 | AdvisorNet Financial, Inc | $534.2K |
| 8 | Diligent Investors, LLC | $440.8K |
| 9 | SIGNATUREFD, LLC | $372.7K |
| 10 | IFP Advisors, Inc | $256.2K |
| 11 | PFG Advisors | $255.6K |
| 12 | WINNACLE WEALTH LLC | $200.1K |
| 13 | Farther Finance Advisors, LLC | $110.0K |
| 14 | Cape Investment Advisory, Inc. | $92.1K |
| 15 | Capital Investment Advisory Services, LLC | $59.6K |
| 16 | DHJJ Financial Advisors, Ltd. | $52.6K |
| 17 | EverSource Wealth Advisors, LLC | $32.2K |
| 18 | Noble Wealth Management PBC | $28.0K |
| 19 | FIRST FINANCIAL CORP /IN/ | $24.8K |
| 20 | CoreCap Advisors, LLC | $4.8K |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$2.5M | |
| 2 | +$1.1M | |
| 3 | +$619.0K | |
| 4 | +$609.4K | |
| 5 | +$520.6K | |
| 6 | +$255.6K | |
| 7 | +$216.5K | |
| 8 | +$200.1K | |
| 9 | +$100.2K | |
| 10 | +$92.1K | |
| 11 | +$52.0K | |
| 12 | +$51.3K | |
| 13 | +$34.3K | |
| 14 | +$24.8K | |
| 15 | +$8.2K | |
| 16 | +$5.5K | |
| 17 | +$4.8K | |
| 18 | +$2.6K | |
| 19 | +$442 | |
| 20 | -$3.2K | |
| 21 | -$3.6K |