Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Brookstone Capital Management | $55.8M |
| 2 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.3M |
| 3 | CENTRAL VALLEY ADVISORS, LLC | $2.5M |
| 4 | Spire Wealth Management | $2.2M |
| 5 | Castle Rock Wealth Management, LLC | $1.8M |
| 6 | KFG WEALTH MANAGEMENT, LLC | $1.7M |
| 7 | O'Connor Financial Group LLC | $1.3M |
| 8 | Lantz Financial LLC | $1.1M |
| 9 | SteelPeak Wealth, LLC | $835.2K |
| 10 | Merit Financial Group, LLC | $595.5K |
| 11 | MILESTONE ASSET MANAGEMENT, LLC | $509.7K |
| 12 | Strategic Blueprint, LLC | $279.2K |
| 13 | Sequoia Financial Advisors, LLC | $248.1K |
| 14 | Chris Bulman Inc | $239.8K |
| 15 | Foundry Financial Group, Inc. | $204.3K |
| 16 | Capital Investment Advisory Services, LLC | $121.6K |
| 17 | EVOLUTION WEALTH MANAGEMENT INC. | $87.9K |
| 18 | Noble Wealth Management PBC | $26.6K |
| 19 | CoreCap Advisors, LLC | $17.1K |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$54.8M | |
| 2 | +$1.3M | |
| 3 | +$1.2M | |
| 4 | +$1.1M | |
| 5 | +$835.2K | |
| 6 | +$793.8K | |
| 7 | +$478.5K | |
| 8 | +$445.4K | |
| 9 | +$248.1K | |
| 10 | +$239.8K | |
| 11 | +$204.3K | |
| 12 | +$65.8K | |
| 13 | +$18.6K | |
| 14 | +$8.7K | |
| 15 | +$4.8K | |
| 16 | +$3.8K | |
| 17 | +$830 | |
| 18 | -$5.2K | |
| 19 | -$6.9K | |
| 20 | -$132.1K |