Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | CANANDAIGUA NATIONAL BANK & TRUST CO | $3.4M |
| 2 | KFG WEALTH MANAGEMENT, LLC | $1.3M |
| 3 | Diligent Investors, LLC | $1.3M |
| 4 | Cypress Wealth Services, LLC | $857.8K |
| 5 | CENTRAL VALLEY ADVISORS, LLC | $739.6K |
| 6 | AdvisorNet Financial, Inc | $716.0K |
| 7 | BROWN WEALTH MANAGEMENT, LLC | $599.8K |
| 8 | Lineweaver Wealth Advisors, LLC | $564.0K |
| 9 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $538.0K |
| 10 | FC Advisory LLC | $520.8K |
| 11 | Farther Finance Advisors, LLC | $514.4K |
| 12 | Brookstone Capital Management | $455.5K |
| 13 | RIVERCHASE WEALTH MANAGEMENT, LLC | $357.1K |
| 14 | CALIBER WEALTH MANAGEMENT, LLC / KS | $294.1K |
| 15 | Aegis Wealth Management, Inc. | $264.4K |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $262.9K |
| 17 | EVOLUTION WEALTH MANAGEMENT INC. | $253.2K |
| 18 | CoreCap Advisors, LLC | $223.4K |
| 19 | KELLY FINANCIAL GROUP LLC | $217.0K |
| 20 | J.W. COLE ADVISORS, INC. | $201.8K |
| 21 | RED REEF ADVISORS LLC | $185.2K |
| 22 | IFP Advisors, Inc | $72.7K |
| 23 | DHJJ Financial Advisors, Ltd. | $69.2K |
| 24 | LANARK FINANCIAL, INC. | $23.1K |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$357.1K | |
| 2 | +$201.8K | |
| 3 | +$95.2K | |
| 4 | +$91.5K | |
| 5 | +$41.2K | |
| 6 | +$21.5K | |
| 7 | +$19.5K | |
| 8 | +$16.9K | |
| 9 | +$16.2K | |
| 10 | +$8.1K | |
| 11 | +$7.6K | |
| 12 | +$6.5K | |
| 13 | +$2.2K | |
| 14 | +$2.1K | |
| 15 | +$693 | |
| 16 | -$8.9K | |
| 17 | -$10.5K | |
| 18 | -$15.5K | |
| 19 | -$27.0K | |
| 20 | -$29.3K | |
| 21 | -$91.4K | |
| 22 | -$142.3K | |
| 23 | -$192.3K | |
| 24 | -$205.6K | |
| 25 | -$207.0K | |
| 26 | -$216.0K | |
| 27 | -$251.3K |