Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Wealthquest Corp | $132.1M |
| 2 | Brookstone Capital Management | $15.9M |
| 3 | CRA Financial Services, LLC | $14.1M |
| 4 | Triumph Capital Management | $4.7M |
| 5 | Comprehensive Financial Consultants Institutional, Inc. | $4.6M |
| 6 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $3.2M |
| 7 | KFG WEALTH MANAGEMENT, LLC | $2.7M |
| 8 | SECURED RETIREMENT ADVISORS, LLC | $1.3M |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $998.1K |
| 10 | CRUX WEALTH ADVISORS | $603.2K |
| 11 | October Effect Ltd | $563.0K |
| 12 | CoreCap Advisors, LLC | $504.2K |
| 13 | CENTRAL VALLEY ADVISORS, LLC | $350.6K |
| 14 | Range Financial Group LLC | $320.4K |
| 15 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $253.2K |
| 16 | CARY STREET PARTNERS FINANCIAL LLC | $207.4K |
| 17 | Capital Investment Advisory Services, LLC | $200.6K |
| 18 | IFP Advisors, Inc | $193.5K |
| 19 | Keystone Financial Group, Inc. | $67.8K |
| 20 | Farther Finance Advisors, LLC | $67.7K |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$9.9M | |
| 2 | +$1.5M | |
| 3 | +$600.0K | |
| 4 | +$325.9K | |
| 5 | +$253.2K | |
| 6 | +$111.8K | |
| 7 | +$98.5K | |
| 8 | +$37.2K | |
| 9 | +$32.0K | |
| 10 | +$22.8K | |
| 11 | +$10.2K | |
| 12 | +$3.8K | |
| 13 | -$34.1K | |
| 14 | -$87.0K | |
| 15 | -$252.6K | |
| 16 | -$313.6K | |
| 17 | -$395.8K | |
| 18 | -$739.5K | |
| 19 | -$1.5M | |
| 20 | -$1.5M | |
| 21 | -$13.8M | |
| 22 | -$120.3M |