Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Gradient Investments LLC | $35.4M |
| 2 | Encompass More Asset Management | $5.2M |
| 3 | Park Edge Advisors, LLC | $3.6M |
| 4 | B.O.S.S. Retirement Advisors, LLC | $2.6M |
| 5 | Paladin Wealth, LLC | $1.3M |
| 6 | Networth Advisors, LLC | $944.1K |
| 7 | Mosley Wealth Management | $663.2K |
| 8 | Sowell Financial Services LLC | $389.5K |
| 9 | Decker Retirement Planning Inc. | $265.9K |
| 10 | LANARK FINANCIAL, INC. | $265.3K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$35.4M | |
| 2 | +$1.4M | |
| 3 | +$1.3M | |
| 4 | +$663.2K | |
| 5 | +$389.5K | |
| 6 | +$225.4K | |
| 7 | +$190.8K | |
| 8 | +$64.3K | |
| 9 | +$4.2K | |
| 10 | -$1.3K | |
| 11 | -$9.4K | |
| 12 | -$167.3K |