Snapshot holdings29 / 29 loaded
| # | ||
|---|---|---|
| 1 | CITY HOLDING CO | $5.7M |
| 2 | Chris Bulman Inc | $1.3M |
| 3 | Brookstone Capital Management | $1.1M |
| 4 | Madrona Financial Services, LLC | $1.1M |
| 5 | Ignite Planners, LLC | $1.1M |
| 6 | Diligent Investors, LLC | $989.0K |
| 7 | Range Financial Group LLC | $758.9K |
| 8 | Farther Finance Advisors, LLC | $755.8K |
| 9 | Capital Investment Advisory Services, LLC | $657.6K |
| 10 | HBW ADVISORY SERVICES LLC | $651.7K |
| 11 | NorthCrest Asset Manangement, LLC | $470.8K |
| 12 | MBL Wealth, LLC | $442.4K |
| 13 | LVZ, Inc. | $420.9K |
| 14 | RFG Advisory, LLC | $411.4K |
| 15 | CARY STREET PARTNERS FINANCIAL LLC | $407.9K |
| 16 | CoreCap Advisors, LLC | $400.1K |
| 17 | Noble Wealth Management PBC | $359.1K |
| 18 | DHJJ Financial Advisors, Ltd. | $338.9K |
| 19 | LEGACY SOLUTIONS, LLC | $317.5K |
| 20 | AdvisorNet Financial, Inc | $301.1K |
| 21 | J.W. COLE ADVISORS, INC. | $299.6K |
| 22 | RiverTree Advisors, LLC | $261.1K |
| 23 | Spire Wealth Management | $250.7K |
| 24 | BostonPremier Wealth LLC | $217.6K |
| 25 | CRUX WEALTH ADVISORS | $201.2K |
| 26 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $158.1K |
| 27 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $64.8K |
| 28 | LANARK FINANCIAL, INC. | $41.6K |
| 29 | PARK AVENUE SECURITIES LLC | $253 |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$743.6K | |
| 2 | +$299.6K | |
| 3 | +$207.1K | |
| 4 | +$201.2K | |
| 5 | +$142.2K | |
| 6 | +$138.1K | |
| 7 | +$64.8K | |
| 8 | +$40.9K | |
| 9 | +$39.4K | |
| 10 | +$37.6K | |
| 11 | +$33.5K | |
| 12 | +$32.3K | |
| 13 | +$31.3K | |
| 14 | +$26.2K | |
| 15 | +$25.5K | |
| 16 | +$24.3K | |
| 17 | +$23.7K | |
| 18 | +$19.5K | |
| 19 | +$18.3K | |
| 20 | +$18.1K | |
| 21 | +$17.4K | |
| 22 | +$15.0K | |
| 23 | +$14.4K | |
| 24 | +$12.5K | |
| 25 | +$2.4K | |
| 26 | +$14 | |
| 27 | -$3.2K | |
| 28 | -$5.6K | |
| 29 | -$305.2K |