Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.3M |
| 2 | HCR Wealth Advisors | $229.6K |
| 3 | SOA Wealth Advisors, LLC. | $104.6K |
| 4 | Farther Finance Advisors, LLC | $25.3K |
| 5 | Financial Perspectives, Inc | $25.3K |
| 6 | GILPIN WEALTH MANAGEMENT, LLC | $2.5K |
| 7 | GHP Investment Advisors, Inc. | $1.5K |
| 8 | BFSG, LLC | $1.3K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$725.1K | |
| 2 | +$13.1K | |
| 3 | +$3.0K | |
| 4 | +$1.3K | |
| 5 | +$879 | |
| 6 | +$310 | |
| 7 | +$187 | |
| 8 | -$5.1K |