Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Aegis Wealth Management, Inc. | $2.7M |
| 2 | Lineweaver Wealth Advisors, LLC | $1.7M |
| 3 | OPTIMA CAPITAL LLC | $698.6K |
| 4 | Cypress Wealth Services, LLC | $697.5K |
| 5 | CENTRAL VALLEY ADVISORS, LLC | $692.4K |
| 6 | Farther Finance Advisors, LLC | $686.6K |
| 7 | Brookstone Capital Management | $622.6K |
| 8 | CANANDAIGUA NATIONAL BANK & TRUST CO | $591.5K |
| 9 | KFG WEALTH MANAGEMENT, LLC | $565.2K |
| 10 | EVOLUTION WEALTH MANAGEMENT INC. | $346.4K |
| 11 | DHJJ Financial Advisors, Ltd. | $293.0K |
| 12 | Mosley Wealth Management | $91.5K |
| 13 | SIGNATUREFD, LLC | $58.3K |
| 14 | Networth Advisors, LLC | $48.9K |
| 15 | CoreCap Advisors, LLC | $26.7K |
| 16 | IFP Advisors, Inc | $26.6K |
| 17 | Capital Investment Advisory Services, LLC | $2.5K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$2.7M | |
| 2 | +$813.0K | |
| 3 | +$698.6K | |
| 4 | +$697.5K | |
| 5 | +$347.3K | |
| 6 | +$199.3K | |
| 7 | +$103.3K | |
| 8 | +$91.5K | |
| 9 | +$58.3K | |
| 10 | +$55.2K | |
| 11 | +$48.9K | |
| 12 | +$34.4K | |
| 13 | +$2.5K | |
| 14 | +$369 | |
| 15 | +$368 | |
| 16 | -$5.1K | |
| 17 | -$6.5K |