Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.5M |
| 2 | Brookstone Capital Management | $3.6M |
| 3 | KFG WEALTH MANAGEMENT, LLC | $3.3M |
| 4 | Spire Wealth Management | $3.2M |
| 5 | CENTRAL VALLEY ADVISORS, LLC | $2.4M |
| 6 | Sonoma Allocations LLC | $1.5M |
| 7 | SteelPeak Wealth, LLC | $841.0K |
| 8 | Kellett Wealth Advisors, LLC | $472.6K |
| 9 | RFG Advisory, LLC | $460.6K |
| 10 | Encompass More Asset Management | $431.4K |
| 11 | Strategic Blueprint, LLC | $377.8K |
| 12 | Capital Investment Advisory Services, LLC | $323.7K |
| 13 | DHJJ Financial Advisors, Ltd. | $258.7K |
| 14 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $240.1K |
| 15 | Lantz Financial LLC | $233.5K |
| 16 | Hiley Hunt Wealth Management | $210.4K |
| 17 | CoreCap Advisors, LLC | $171.2K |
| 18 | Farther Finance Advisors, LLC | $90.6K |
| 19 | IFP Advisors, Inc | $57.7K |
| 20 | Triumph Capital Management | $13.6K |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$841.0K | |
| 2 | +$789.2K | |
| 3 | +$240.1K | |
| 4 | +$210.4K | |
| 5 | +$106.5K | |
| 6 | +$94.8K | |
| 7 | +$60.2K | |
| 8 | +$57.7K | |
| 9 | +$38.7K | |
| 10 | +$34.4K | |
| 11 | +$31.0K | |
| 12 | +$26.4K | |
| 13 | +$22.6K | |
| 14 | +$18.1K | |
| 15 | +$14.0K | |
| 16 | +$6.4K | |
| 17 | +$951 | |
| 18 | +$947 | |
| 19 | -$54.4K | |
| 20 | -$327.3K | |
| 21 | -$1.5M | |
| 22 | -$60.7M |