Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | Brookstone Capital Management | $56.6M |
| 2 | KFG WEALTH MANAGEMENT, LLC | $16.7M |
| 3 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.4M |
| 4 | Strategic Blueprint, LLC | $5.3M |
| 5 | Spire Wealth Management | $3.1M |
| 6 | CENTRAL VALLEY ADVISORS, LLC | $2.5M |
| 7 | FIDUCIARY FINANCIAL GROUP, LLC | $1.1M |
| 8 | Lantz Financial LLC | $1.0M |
| 9 | Comprehensive Financial Consultants Institutional, Inc. | $895.7K |
| 10 | SteelPeak Wealth, LLC | $840.4K |
| 11 | AdvisorNet Financial, Inc | $795.0K |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $787.3K |
| 13 | Castle Rock Wealth Management, LLC | $446.1K |
| 14 | Sonoma Allocations LLC | $425.6K |
| 15 | Merit Financial Group, LLC | $342.0K |
| 16 | Chris Bulman Inc | $319.8K |
| 17 | PFG Advisors | $275.8K |
| 18 | MILESTONE ASSET MANAGEMENT, LLC | $269.1K |
| 19 | CGN Advisors LLC | $247.7K |
| 20 | OxenFree Capital LLC | $239.8K |
| 21 | Bright Futures Wealth Management, LLC. | $204.9K |
| 22 | Physician Wealth Advisors, Inc. | $171.0K |
| 23 | CoreCap Advisors, LLC | $166.1K |
| 24 | EVOLUTION WEALTH MANAGEMENT INC. | $92.8K |
| 25 | DHJJ Financial Advisors, Ltd. | $89.6K |
| 26 | IFP Advisors, Inc | $66.4K |
| 27 | Capital Investment Advisory Services, LLC | $15.5K |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$2.9M | |
| 2 | +$840.4K | |
| 3 | +$644.7K | |
| 4 | +$458.1K | |
| 5 | +$204.9K | |
| 6 | +$177.6K | |
| 7 | +$68.7K | |
| 8 | +$57.7K | |
| 9 | +$56.5K | |
| 10 | +$52.3K | |
| 11 | +$49.2K | |
| 12 | +$48.3K | |
| 13 | +$25.2K | |
| 14 | +$24.2K | |
| 15 | +$16.4K | |
| 16 | +$15.1K | |
| 17 | +$13.9K | |
| 18 | +$10.4K | |
| 19 | +$10.1K | |
| 20 | +$7.1K | |
| 21 | +$5.6K | |
| 22 | +$5.4K | |
| 23 | +$944 | |
| 24 | -$1.3K | |
| 25 | -$19.4K | |
| 26 | -$35.1K | |
| 27 | -$62.0K | |
| 28 | -$112.4K | |
| 29 | -$5.4M |