Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | Blossom Wealth Management | $2.2M |
| 2 | Lineweaver Wealth Advisors, LLC | $1.6M |
| 3 | Peak Wealth Management LLC | $1.6M |
| 4 | CANANDAIGUA NATIONAL BANK & TRUST CO | $1.5M |
| 5 | Heck Capital Advisors, LLC | $1.2M |
| 6 | OPTIMA CAPITAL LLC | $977.9K |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $955.4K |
| 8 | Brookstone Capital Management | $845.2K |
| 9 | IFP Advisors, Inc | $665.3K |
| 10 | CENTRAL VALLEY ADVISORS, LLC | $649.4K |
| 11 | KFG WEALTH MANAGEMENT, LLC | $640.4K |
| 12 | Chris Bulman Inc | $610.5K |
| 13 | COLTON GROOME FINANCIAL ADVISORS, LLC | $545.8K |
| 14 | DAVENPORT & Co LLC | $487.0K |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $460.3K |
| 16 | SIGNATUREFD, LLC | $441.7K |
| 17 | EVOLUTION WEALTH MANAGEMENT INC. | $434.9K |
| 18 | KELLY FINANCIAL GROUP LLC | $420.6K |
| 19 | CGN Advisors LLC | $417.4K |
| 20 | CoreCap Advisors, LLC | $366.9K |
| 21 | Cypress Wealth Services, LLC | $352.7K |
| 22 | ADAMSBROWN WEALTH CONSULTANTS LLC | $277.1K |
| 23 | Strategic Blueprint, LLC | $269.0K |
| 24 | Farther Finance Advisors, LLC | $258.9K |
| 25 | HARBOR INVESTMENT ADVISORY, LLC | $108.9K |
| 26 | Triumph Capital Management | $41.6K |
| 27 | Capital Investment Advisory Services, LLC | $2.5K |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$545.8K | |
| 2 | +$59.2K | |
| 3 | +$50.4K | |
| 4 | +$35.9K | |
| 5 | +$30.2K | |
| 6 | +$26.6K | |
| 7 | +$15.2K | |
| 8 | +$14.7K | |
| 9 | +$10.1K | |
| 10 | +$9.9K | |
| 11 | +$9.6K | |
| 12 | +$8.4K | |
| 13 | +$8.1K | |
| 14 | +$7.8K | |
| 15 | +$6.3K | |
| 16 | +$6.0K | |
| 17 | +$3.3K | |
| 18 | +$3.3K | |
| 19 | +$2.5K | |
| 20 | +$952 | |
| 21 | +$59 | |
| 22 | -$5.6K | |
| 23 | -$6.6K | |
| 24 | -$15.2K | |
| 25 | -$75.0K | |
| 26 | -$98.7K | |
| 27 | -$113.8K |