Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Brookstone Capital Management | $48.2M |
| 2 | Focus Financial Network, Inc. | $1.9M |
| 3 | Lantz Financial LLC | $1.8M |
| 4 | INTEGRAL INVESTMENT ADVISORS, INC. | $1.8M |
| 5 | TopTier Wealth Management, LLC | $1.7M |
| 6 | Spire Wealth Management | $1.6M |
| 7 | Diligent Investors, LLC | $1.3M |
| 8 | Fragasso Financial Advisors Inc | $1.1M |
| 9 | SIGNATUREFD, LLC | $966.1K |
| 10 | DHJJ Financial Advisors, Ltd. | $898.4K |
| 11 | Chris Bulman Inc | $781.6K |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | $662.9K |
| 13 | Maltin Wealth Management, Inc. | $635.2K |
| 14 | My Personal CFO, LLC | $615.1K |
| 15 | Selby Wealth Management, LLC | $427.8K |
| 16 | Merit Financial Group, LLC | $388.7K |
| 17 | CoreCap Advisors, LLC | $387.6K |
| 18 | KFG WEALTH MANAGEMENT, LLC | $242.0K |
| 19 | IFP Advisors, Inc | $236.3K |
| 20 | AdvisorNet Financial, Inc | $20.0K |
| 21 | RED REEF ADVISORS LLC | $13.7K |
| 22 | COUNTRY TRUST BANK | $3.9K |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$47.6M | |
| 2 | +$1.3M | |
| 3 | +$941.7K | |
| 4 | +$781.6K | |
| 5 | +$662.9K | |
| 6 | +$427.8K | |
| 7 | +$242.0K | |
| 8 | +$144.1K | |
| 9 | +$105.7K | |
| 10 | +$101.4K | |
| 11 | +$92.8K | |
| 12 | +$76.0K | |
| 13 | +$56.3K | |
| 14 | +$41.9K | |
| 15 | +$40.7K | |
| 16 | +$33.2K | |
| 17 | +$20.0K | |
| 18 | +$3.9K | |
| 19 | +$719 | |
| 20 | -$7.7K | |
| 21 | -$22.4K | |
| 22 | -$23.0K | |
| 23 | -$254.4K | |
| 24 | -$259.5K |