Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Brookstone Capital Management | $14.2M |
| 2 | RFG Advisory, LLC | $11.6M |
| 3 | Wealthcare Advisory Partners LLC | $10.6M |
| 4 | Cornerstone Wealth Management, LLC | $3.7M |
| 5 | Paul R. Ried Financial Group, LLC | $3.2M |
| 6 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $2.7M |
| 7 | Bensler, LLC | $1.6M |
| 8 | Bogart Wealth, LLC | $1.4M |
| 9 | CRUX WEALTH ADVISORS | $1.2M |
| 10 | D.A. DAVIDSON & CO. | $932.2K |
| 11 | Core Wealth Partners LLC | $913.0K |
| 12 | PARSONS CAPITAL MANAGEMENT INC/RI | $759.5K |
| 13 | Barnes Wealth Management Group, Inc | $416.4K |
| 14 | J.W. COLE ADVISORS, INC. | $299.5K |
| 15 | CoreCap Advisors, LLC | $41.1K |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $13.3K |
| 17 | IFP Advisors, Inc | $1.2K |
| 18 | PARK AVENUE SECURITIES LLC | $853 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$11.6M | |
| 2 | +$2.5M | |
| 3 | +$1.4M | |
| 4 | +$929.1K | |
| 5 | +$759.5K | |
| 6 | +$580.7K | |
| 7 | +$412.9K | |
| 8 | +$375.0K | |
| 9 | +$201.5K | |
| 10 | +$194.9K | |
| 11 | +$130.3K | |
| 12 | +$104.1K | |
| 13 | +$47.2K | |
| 14 | +$41.1K | |
| 15 | +$13.9K | |
| 16 | +$1.6K | |
| 17 | +$159 | |
| 18 | +$141 |