Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Gradient Investments LLC | $26.8M |
| 2 | Capital Investment Counsel, LLC | $22.2M |
| 3 | ARVEST INVESTMENTS, INC. | $11.8M |
| 4 | WESPAC Advisors SoCal, LLC | $3.7M |
| 5 | Financial Guidance Group, Inc. | $3.3M |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M |
| 7 | Wealthcare Advisory Partners LLC | $1.1M |
| 8 | Paladin Wealth, LLC | $1.1M |
| 9 | Spectrum Financial Alliance Ltd LLC | $376.3K |
| 10 | CAPITAL WEALTH MANAGEMENT, LLC | $222.2K |
| 11 | 1620 INVESTMENT ADVISORS, INC. | $18.8K |
| 12 | Farther Finance Advisors, LLC | $12.6K |
| 13 | LANARK FINANCIAL, INC. | $9.4K |
| 14 | CoreCap Advisors, LLC | $8.8K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$11.8M | |
| 2 | +$2.4M | |
| 3 | +$1.8M | |
| 4 | +$270.2K | |
| 5 | +$222.2K | |
| 6 | +$18.8K | |
| 7 | +$12.6K | |
| 8 | +$8.8K | |
| 9 | -$1.6K | |
| 10 | -$3.7K | |
| 11 | -$51.4K | |
| 12 | -$504.6K | |
| 13 | -$1.5M | |
| 14 | -$46.7M |