Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | CAPITAL WEALTH MANAGEMENT, LLC | $9.3M |
| 2 | Syntegra Private Wealth Group, LLC | $7.5M |
| 3 | COLUMBIA ADVISORY PARTNERS LLC | $7.4M |
| 4 | KFG WEALTH MANAGEMENT, LLC | $4.5M |
| 5 | Brookstone Capital Management | $4.4M |
| 6 | Encompass More Asset Management | $3.4M |
| 7 | OPTIMA CAPITAL LLC | $3.0M |
| 8 | CALIBER WEALTH MANAGEMENT, LLC / KS | $1.9M |
| 9 | Diligent Investors, LLC | $1.5M |
| 10 | Balance Wealth Partners LLC | $1.3M |
| 11 | FORONJY FINANCIAL LLC | $1.0M |
| 12 | CONTINUUM WEALTH ADVISORS, LLC | $997.7K |
| 13 | 4J Wealth Management LLC | $760.8K |
| 14 | RFG Advisory, LLC | $680.1K |
| 15 | Capital Investment Advisory Services, LLC | $642.1K |
| 16 | MKD WEALTH COACHES, LLC | $618.7K |
| 17 | INTEGRAL INVESTMENT ADVISORS, INC. | $481.5K |
| 18 | VAQUERO PRIVATE WEALTH, LTD | $342.0K |
| 19 | Farther Finance Advisors, LLC | $207.8K |
| 20 | WEALTHCARE CAPITAL MANAGEMENT LLC | $200.5K |
| 21 | AdvisorNet Financial, Inc | $167.1K |
| 22 | DHJJ Financial Advisors, Ltd. | $76.3K |
| 23 | GILPIN WEALTH MANAGEMENT, LLC | $59.0K |
| 24 | IFP Advisors, Inc | $5.1K |
| 25 | CoreCap Advisors, LLC | $3.4K |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$3.9M | |
| 2 | +$1.6M | |
| 3 | +$821.9K | |
| 4 | +$584.3K | |
| 5 | +$558.1K | |
| 6 | +$432.0K | |
| 7 | +$380.7K | |
| 8 | +$235.0K | |
| 9 | +$200.5K | |
| 10 | +$149.1K | |
| 11 | +$86.3K | |
| 12 | +$78.0K | |
| 13 | +$63.3K | |
| 14 | +$53.5K | |
| 15 | +$41.6K | |
| 16 | +$30.1K | |
| 17 | +$24.3K | |
| 18 | +$19.8K | |
| 19 | +$6.2K | |
| 20 | +$5.1K | |
| 21 | +$442 | |
| 22 | -$4.4K | |
| 23 | -$43.1K | |
| 24 | -$46.4K | |
| 25 | -$110.8K | |
| 26 | -$504.9K |