Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | KFG WEALTH MANAGEMENT, LLC | $2.5M |
| 2 | Lineweaver Wealth Advisors, LLC | $2.1M |
| 3 | BROWN WEALTH MANAGEMENT, LLC | $2.1M |
| 4 | Brookstone Capital Management | $1.7M |
| 5 | Owen LaRue, LLC | $1.6M |
| 6 | Diligent Investors, LLC | $1.1M |
| 7 | FC Advisory LLC | $793.9K |
| 8 | Marshall Financial Group, LLC | $787.4K |
| 9 | CENTRAL VALLEY ADVISORS, LLC | $584.4K |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | $539.0K |
| 11 | CARY STREET PARTNERS FINANCIAL LLC | $356.7K |
| 12 | Sonoma Allocations LLC | $348.5K |
| 13 | Chris Bulman Inc | $321.1K |
| 14 | Farther Finance Advisors, LLC | $264.9K |
| 15 | CANANDAIGUA NATIONAL BANK & TRUST CO | $230.5K |
| 16 | Peak Wealth Management LLC | $219.8K |
| 17 | AdvisorNet Financial, Inc | $194.9K |
| 18 | EVOLUTION WEALTH MANAGEMENT INC. | $160.8K |
| 19 | IFP Advisors, Inc | $115.4K |
| 20 | CoreCap Advisors, LLC | $86.7K |
| 21 | RED REEF ADVISORS LLC | $52.8K |
| 22 | HARBOR INVESTMENT ADVISORY, LLC | $27.6K |
| 23 | Capital Investment Advisory Services, LLC | $2.6K |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$407.8K | |
| 2 | +$205.1K | |
| 3 | +$108.9K | |
| 4 | +$63.2K | |
| 5 | +$51.6K | |
| 6 | +$31.8K | |
| 7 | +$31.3K | |
| 8 | +$26.3K | |
| 9 | +$23.9K | |
| 10 | +$14.6K | |
| 11 | +$6.6K | |
| 12 | +$5.0K | |
| 13 | +$4.8K | |
| 14 | +$1.6K | |
| 15 | +$831 | |
| 16 | +$77 | |
| 17 | -$379 | |
| 18 | -$3.5K | |
| 19 | -$3.7K | |
| 20 | -$10.5K | |
| 21 | -$15.4K | |
| 22 | -$60.0K | |
| 23 | -$73.5K | |
| 24 | -$73.7K | |
| 25 | -$573.8K | |
| 26 | -$3.6M |