Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | MILESTONE ASSET MANAGEMENT, LLC | $6.0M |
| 2 | Madrona Financial Services, LLC | $2.3M |
| 3 | CITY HOLDING CO | $2.0M |
| 4 | Range Financial Group LLC | $1.7M |
| 5 | Brookstone Capital Management | $1.6M |
| 6 | Chris Bulman Inc | $1.6M |
| 7 | Farther Finance Advisors, LLC | $1.1M |
| 8 | Diligent Investors, LLC | $813.4K |
| 9 | Commonwealth Financial Services, LLC | $710.7K |
| 10 | Prospera Financial Services Inc | $636.2K |
| 11 | Cooper Financial Group | $542.9K |
| 12 | Ifrah Financial Services, Inc. | $462.3K |
| 13 | CoreCap Advisors, LLC | $399.4K |
| 14 | NorthCrest Asset Manangement, LLC | $395.9K |
| 15 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $319.9K |
| 16 | DHJJ Financial Advisors, Ltd. | $298.9K |
| 17 | ADAMSBROWN WEALTH CONSULTANTS LLC | $290.9K |
| 18 | Compass Financial Services Inc | $286.3K |
| 19 | Lifestyle Asset Management, Inc. | $246.3K |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $171.2K |
| 21 | Triumph Capital Management | $170.4K |
| 22 | EVOLUTION WEALTH MANAGEMENT INC. | $99.2K |
| 23 | Wilkerson Advisory Group LLC | $31.3K |
| 24 | CX Institutional | $12 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$1.1M | |
| 2 | +$575.0K | |
| 3 | +$246.3K | |
| 4 | +$151.2K | |
| 5 | +$61.5K | |
| 6 | +$48.5K | |
| 7 | +$47.4K | |
| 8 | +$47.2K | |
| 9 | +$38.2K | |
| 10 | +$36.7K | |
| 11 | +$36.2K | |
| 12 | +$31.7K | |
| 13 | +$28.2K | |
| 14 | +$24.9K | |
| 15 | +$21.9K | |
| 16 | +$20.0K | |
| 17 | +$19.1K | |
| 18 | +$17.5K | |
| 19 | +$16.7K | |
| 20 | +$11.4K | |
| 21 | +$6.6K | |
| 22 | +$2.1K | |
| 23 | -$54 | |
| 24 | -$26.0K |