Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $7.5M |
| 2 | KFG WEALTH MANAGEMENT, LLC | $3.9M |
| 3 | Brookstone Capital Management | $3.1M |
| 4 | CENTRAL VALLEY ADVISORS, LLC | $2.4M |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M |
| 6 | FIDUCIARY FINANCIAL GROUP, LLC | $1.2M |
| 7 | Accurate Wealth Management, LLC | $996.7K |
| 8 | SteelPeak Wealth, LLC | $840.0K |
| 9 | Spire Wealth Management | $819.0K |
| 10 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $679.8K |
| 11 | InvesTrust | $662.8K |
| 12 | Strategic Blueprint, LLC | $533.9K |
| 13 | Encompass More Asset Management | $446.3K |
| 14 | RFG Advisory, LLC | $434.6K |
| 15 | Altium Investment Strategies LLC | $376.9K |
| 16 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $239.7K |
| 17 | Capital Investment Advisory Services, LLC | $235.6K |
| 18 | Lantz Financial LLC | $228.4K |
| 19 | BENJAMIN EDWARDS INC | $213.7K |
| 20 | CoreCap Advisors, LLC | $117.6K |
| 21 | EVOLUTION WEALTH MANAGEMENT INC. | $54.0K |
| 22 | DHJJ Financial Advisors, Ltd. | $35.2K |
| 23 | Farther Finance Advisors, LLC | $652 |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$840.0K | |
| 2 | +$784.5K | |
| 3 | +$601.5K | |
| 4 | +$549.4K | |
| 5 | +$389.1K | |
| 6 | +$376.9K | |
| 7 | +$239.7K | |
| 8 | +$228.4K | |
| 9 | +$104.4K | |
| 10 | +$74.6K | |
| 11 | +$41.2K | |
| 12 | +$40.2K | |
| 13 | +$38.8K | |
| 14 | +$16.9K | |
| 15 | +$14.3K | |
| 16 | +$3.7K | |
| 17 | +$3.3K | |
| 18 | +$2.1K | |
| 19 | +$652 | |
| 20 | +$470 | |
| 21 | -$53.8K | |
| 22 | -$113.2K | |
| 23 | -$201.3K | |
| 24 | -$402.9K | |
| 25 | -$800.4K | |
| 26 | -$1.0M | |
| 27 | -$1.8M |