Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Arlington Financial Advisors, LLC | $4.9M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M |
| 3 | Planned Solutions, Inc. | $1.2M |
| 4 | D.A. DAVIDSON & CO. | $336.0K |
| 5 | IFP Advisors, Inc | $26.5K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$4.9M | |
| 2 | +$2.1M | |
| 3 | +$1.2M | |
| 4 | +$336.0K | |
| 5 | +$26.5K |