Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | SIGNATUREFD, LLC | $7.8M |
| 2 | KFG WEALTH MANAGEMENT, LLC | $3.2M |
| 3 | Noble Wealth Management PBC | $1.1M |
| 4 | BROWN WEALTH MANAGEMENT, LLC | $1.1M |
| 5 | CRA Financial Services, LLC | $960.0K |
| 6 | Brookstone Capital Management | $880.2K |
| 7 | TopTier Wealth Management, LLC | $840.6K |
| 8 | Lineweaver Wealth Advisors, LLC | $735.2K |
| 9 | CENTRAL VALLEY ADVISORS, LLC | $637.3K |
| 10 | Cypress Wealth Services, LLC | $579.5K |
| 11 | Commonwealth Financial Services, LLC | $414.6K |
| 12 | Chris Bulman Inc | $402.0K |
| 13 | AdvisorNet Financial, Inc | $352.5K |
| 14 | Farther Finance Advisors, LLC | $351.6K |
| 15 | SWMG, LLC | $234.9K |
| 16 | Marshall Financial Group, LLC | $223.7K |
| 17 | FC Advisory LLC | $218.9K |
| 18 | HARBOR INVESTMENT ADVISORY, LLC | $110.2K |
| 19 | EVOLUTION WEALTH MANAGEMENT INC. | $65.9K |
| 20 | CoreCap Advisors, LLC | $38.1K |
| 21 | GHP Investment Advisors, Inc. | $29.7K |
| 22 | IFP Advisors, Inc | $29.5K |
| 23 | Triumph Capital Management | $27.6K |
| 24 | DHJJ Financial Advisors, Ltd. | $26.2K |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$236.8K | |
| 2 | +$234.9K | |
| 3 | +$232.0K | |
| 4 | +$158.8K | |
| 5 | +$93.7K | |
| 6 | +$29.2K | |
| 7 | +$25.5K | |
| 8 | +$22.3K | |
| 9 | +$17.6K | |
| 10 | +$15.7K | |
| 11 | +$12.6K | |
| 12 | +$10.7K | |
| 13 | +$6.8K | |
| 14 | +$6.7K | |
| 15 | +$3.3K | |
| 16 | +$2.6K | |
| 17 | +$2.0K | |
| 18 | +$901 | |
| 19 | +$895 | |
| 20 | +$895 | |
| 21 | +$837 | |
| 22 | +$796 | |
| 23 | -$21.6K | |
| 24 | -$42.0K | |
| 25 | -$208.6K | |
| 26 | -$235.2K | |
| 27 | -$255.2K | |
| 28 | -$801.6K |