Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Marion Wealth Management | $17.2M |
| 2 | MBL Wealth, LLC | $1.7M |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $723.3K |
| 4 | Diversified Trust Co | $609.8K |
| 5 | IFP Advisors, Inc | $455.4K |
| 6 | FIRST HORIZON CORP | $138.3K |
| 7 | AMERICAN NATIONAL BANK & TRUST | $51.3K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$12.6K | |
| 2 | -$406 | |
| 3 | -$1.1K | |
| 4 | -$15.9K | |
| 5 | -$18.1K | |
| 6 | -$51.3K | |
| 7 | -$253.6K |