Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | Brookstone Capital Management | $51.1M |
| 2 | Berkshire Money Management, Inc. | $5.0M |
| 3 | My Personal CFO, LLC | $3.8M |
| 4 | McAlister, Sweet & Associates, Inc. | $3.7M |
| 5 | TopTier Wealth Management, LLC | $3.0M |
| 6 | Fragasso Financial Advisors Inc | $2.4M |
| 7 | Lantz Financial LLC | $1.9M |
| 8 | Chris Bulman Inc | $1.7M |
| 9 | INTEGRAL INVESTMENT ADVISORS, INC. | $1.7M |
| 10 | DHJJ Financial Advisors, Ltd. | $1.6M |
| 11 | Spire Wealth Management | $1.5M |
| 12 | Strategic Blueprint, LLC | $1.1M |
| 13 | BCS Wealth Management | $721.8K |
| 14 | CRA Financial Services, LLC | $492.9K |
| 15 | Focus Financial Network, Inc. | $454.5K |
| 16 | CENTRAL VALLEY ADVISORS, LLC | $386.4K |
| 17 | CoreCap Advisors, LLC | $367.8K |
| 18 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $355.9K |
| 19 | Dynamic Advisor Solutions LLC | $321.1K |
| 20 | Accurate Wealth Management, LLC | $318.2K |
| 21 | TrustBank | $242.2K |
| 22 | Diligent Investors, LLC | $218.5K |
| 23 | AdvisorNet Financial, Inc | $186.2K |
| 24 | IFP Advisors, Inc | $161.9K |
| 25 | Physician Wealth Advisors, Inc. | $45.4K |
| 26 | Crews Bank & Trust | $10.5K |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$18.2M | |
| 2 | +$345.7K | |
| 3 | +$300.0K | |
| 4 | +$249.1K | |
| 5 | +$218.5K | |
| 6 | +$167.3K | |
| 7 | +$165.9K | |
| 8 | +$164.1K | |
| 9 | +$163.4K | |
| 10 | +$151.9K | |
| 11 | +$149.2K | |
| 12 | +$100.8K | |
| 13 | +$67.7K | |
| 14 | +$46.3K | |
| 15 | +$42.6K | |
| 16 | +$36.3K | |
| 17 | +$32.7K | |
| 18 | +$30.1K | |
| 19 | +$22.7K | |
| 20 | +$22.6K | |
| 21 | +$17.5K | |
| 22 | +$15.2K | |
| 23 | +$10.5K | |
| 24 | +$4.3K | |
| 25 | -$363.5K | |
| 26 | -$1.7M |