Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Cooper Capital Advisors LLC | $3.2M |
| 2 | Madrona Financial Services, LLC | $2.2M |
| 3 | Foguth Wealth Management, LLC. | $868.1K |
| 4 | Ignite Planners, LLC | $553.7K |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $552.1K |
| 6 | PRECEDENT WEALTH PARTNERS, LLC | $324.4K |
| 7 | MILESTONE ASSET MANAGEMENT, LLC | $307.1K |
| 8 | LVZ, Inc. | $296.9K |
| 9 | Triumph Capital Management | $247.1K |
| 10 | CX Institutional | $43 |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$324.4K | |
| 2 | +$296.9K | |
| 3 | +$189.0K | |
| 4 | +$93.2K | |
| 5 | +$16.0K | |
| 6 | +$8.8K | |
| 7 | +$7.1K | |
| 8 | +$1 | |
| 9 | -$6.3K | |
| 10 | -$26.1K | |
| 11 | -$207.8K |