Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Lineweaver Wealth Advisors, LLC | $1.8M |
| 2 | Cypress Wealth Services, LLC | $1.6M |
| 3 | Encompass More Asset Management | $1.3M |
| 4 | Brookstone Capital Management | $964.7K |
| 5 | AdvisorNet Financial, Inc | $947.9K |
| 6 | KFG WEALTH MANAGEMENT, LLC | $794.0K |
| 7 | CENTRAL VALLEY ADVISORS, LLC | $630.3K |
| 8 | CANANDAIGUA NATIONAL BANK & TRUST CO | $544.4K |
| 9 | Farther Finance Advisors, LLC | $370.8K |
| 10 | Chris Bulman Inc | $348.9K |
| 11 | Marshall Financial Group, LLC | $345.5K |
| 12 | Nicholas Wealth, LLC. | $304.8K |
| 13 | Spire Wealth Management | $220.4K |
| 14 | EverSource Wealth Advisors, LLC | $82.4K |
| 15 | IFP Advisors, Inc | $37.3K |
| 16 | CoreCap Advisors, LLC | $36.1K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$430.4K | |
| 2 | +$58.9K | |
| 3 | +$54.5K | |
| 4 | +$31.4K | |
| 5 | +$26.3K | |
| 6 | +$11.4K | |
| 7 | +$11.2K | |
| 8 | +$9.5K | |
| 9 | +$7.3K | |
| 10 | +$2.9K | |
| 11 | +$2.7K | |
| 12 | +$2.2K | |
| 13 | +$1.2K | |
| 14 | -$21.9K | |
| 15 | -$22.6K | |
| 16 | -$29.4K | |
| 17 | -$294.4K | |
| 18 | -$1.6M |