Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Gradient Investments LLC | $19.5M |
| 2 | RFG Advisory, LLC | $18.9M |
| 3 | INSPIRION WEALTH ADVISORS, LLC | $2.0M |
| 4 | Paladin Wealth, LLC | $899.6K |
| 5 | IFP Advisors, Inc | $764.3K |
| 6 | Fifth Third Wealth Advisors LLC | $655.0K |
| 7 | Mills Wealth Advisors LLC | $653.0K |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $600.1K |
| 9 | Prospera Financial Services Inc | $302.8K |
| 10 | TOTH FINANCIAL ADVISORY CORP | $4.9K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$10.4M | |
| 2 | +$655.0K | |
| 3 | +$600.1K | |
| 4 | +$381.0K | |
| 5 | +$80.4K | |
| 6 | +$30.7K | |
| 7 | -$614 | |
| 8 | -$99.1K | |
| 9 | -$215.1K | |
| 10 | -$242.8K | |
| 11 | -$4.3M | |
| 12 | -$9.4M |