Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | Kellett Wealth Advisors, LLC | $21.1M |
| 2 | SIGNATUREFD, LLC | $8.0M |
| 3 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.4M |
| 4 | CENTRAL VALLEY ADVISORS, LLC | $2.9M |
| 5 | Spire Wealth Management | $2.6M |
| 6 | KFG WEALTH MANAGEMENT, LLC | $2.5M |
| 7 | Brookstone Capital Management | $1.9M |
| 8 | Strategic Blueprint, LLC | $1.2M |
| 9 | FIDUCIARY FINANCIAL GROUP, LLC | $1.0M |
| 10 | SteelPeak Wealth, LLC | $841.2K |
| 11 | Legacy Advisors, LLC | $777.7K |
| 12 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $530.8K |
| 13 | PFG Advisors | $493.2K |
| 14 | First Heartland Consultants, Inc. | $413.9K |
| 15 | ATTICUS WEALTH MANAGEMENT, LLC | $413.3K |
| 16 | Lantz Financial LLC | $389.7K |
| 17 | Sonoma Allocations LLC | $345.2K |
| 18 | Physician Wealth Advisors, Inc. | $303.8K |
| 19 | COLTON GROOME FINANCIAL ADVISORS, LLC | $261.2K |
| 20 | FC Advisory LLC | $233.8K |
| 21 | TopTier Wealth Management, LLC | $233.8K |
| 22 | Accurate Wealth Management, LLC | $200.8K |
| 23 | DHJJ Financial Advisors, Ltd. | $162.6K |
| 24 | EVOLUTION WEALTH MANAGEMENT INC. | $54.2K |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$841.2K | |
| 3 | +$670.1K | |
| 4 | +$517.1K | |
| 5 | +$413.9K | |
| 6 | +$78.3K | |
| 7 | +$64.5K | |
| 8 | +$55.3K | |
| 9 | +$34.2K | |
| 10 | +$26.6K | |
| 11 | +$23.1K | |
| 12 | +$20.6K | |
| 13 | +$19.6K | |
| 14 | +$16.8K | |
| 15 | +$15.0K | |
| 16 | +$15.0K | |
| 17 | +$10.5K | |
| 18 | +$3.5K | |
| 19 | -$37.9K | |
| 20 | -$41.2K | |
| 21 | -$56.4K | |
| 22 | -$158.7K | |
| 23 | -$348.6K | |
| 24 | -$538.4K | |
| 25 | -$828.6K |