Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | CANANDAIGUA NATIONAL BANK & TRUST CO | $3.9M |
| 2 | Strategic Blueprint, LLC | $1.6M |
| 3 | Brookstone Capital Management | $1.1M |
| 4 | KFG WEALTH MANAGEMENT, LLC | $1.0M |
| 5 | Lineweaver Wealth Advisors, LLC | $938.1K |
| 6 | Cypress Wealth Services, LLC | $818.5K |
| 7 | CENTRAL VALLEY ADVISORS, LLC | $642.1K |
| 8 | Forthright Family Wealth Advisory LLC | $550.7K |
| 9 | AdvisorNet Financial, Inc | $512.8K |
| 10 | Pinnacle Wealth Management Group, Inc. | $451.9K |
| 11 | FC Advisory LLC | $408.9K |
| 12 | EVOLUTION WEALTH MANAGEMENT INC. | $359.5K |
| 13 | First Heartland Consultants, Inc. | $305.9K |
| 14 | BROWN WEALTH MANAGEMENT, LLC | $283.1K |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $265.0K |
| 16 | Diligent Investors, LLC | $247.8K |
| 17 | Comprehensive Financial Consultants Institutional, Inc. | $232.3K |
| 18 | IFP Advisors, Inc | $224.1K |
| 19 | TopTier Wealth Management, LLC | $218.8K |
| 20 | Farther Finance Advisors, LLC | $207.3K |
| 21 | Noble Wealth Management PBC | $27.5K |
| 22 | DHJJ Financial Advisors, Ltd. | $14.8K |
| 23 | CoreCap Advisors, LLC | $14.6K |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$550.7K | |
| 2 | +$265.0K | |
| 3 | +$38.2K | |
| 4 | +$33.3K | |
| 5 | +$30.9K | |
| 6 | +$27.0K | |
| 7 | +$22.1K | |
| 8 | +$16.9K | |
| 9 | +$13.5K | |
| 10 | +$10.1K | |
| 11 | +$9.3K | |
| 12 | +$9.0K | |
| 13 | +$8.2K | |
| 14 | +$7.2K | |
| 15 | +$6.6K | |
| 16 | +$2.2K | |
| 17 | +$1.8K | |
| 18 | +$908 | |
| 19 | +$747 | |
| 20 | +$488 | |
| 21 | -$6.7K | |
| 22 | -$14.2K | |
| 23 | -$353.9K | |
| 24 | -$392.2K |