Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | ACT Advisors, LLC. | $1.6M |
| 2 | Gradient Investments LLC | $910.6K |
| 3 | MN Wealth Advisors, LLC | $461.5K |
| 4 | Thrive Wealth Management, LLC | $290.0K |
| 5 | LGT Financial Advisors LLC | $15.1K |
| 6 | GGM Financial LLC | $15.0K |
| 7 | Farther Finance Advisors, LLC | $8.9K |
| 8 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.9K |
| 9 | IFP Advisors, Inc | $2.9K |
| 10 | Spire Wealth Management | $1.7K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$201.9K | |
| 2 | +$67.0K | |
| 3 | +$42.7K | |
| 4 | +$3.3K | |
| 5 | +$2.2K | |
| 6 | +$1.2K | |
| 7 | +$677 | |
| 8 | +$322 | |
| 9 | +$135 | |
| 10 | -$657 | |
| 11 | -$19.0K |