Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Kellett Wealth Advisors, LLC | $19.7M |
| 2 | Park Edge Advisors, LLC | $11.0M |
| 3 | Brookstone Capital Management | $9.3M |
| 4 | Breakwater Capital Group | $8.4M |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.6M |
| 6 | Financial Enhancement Group LLC | $3.9M |
| 7 | Total Clarity Wealth Management, Inc. | $1.8M |
| 8 | Farther Finance Advisors, LLC | $1.6M |
| 9 | Fortis Group Advisors, LLC | $1.2M |
| 10 | PFG Investments, LLC | $928.1K |
| 11 | Patriot Financial Group Insurance Agency, LLC | $829.5K |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | $427.8K |
| 13 | Insight Wealth Strategies, LLC | $364.3K |
| 14 | IRON Financial LLC | $310.4K |
| 15 | LEAVELL INVESTMENT MANAGEMENT, INC. | $286.5K |
| 16 | Apollon Wealth Management, LLC | $283.6K |
| 17 | Triumph Capital Management | $82.7K |
| 18 | LANARK FINANCIAL, INC. | $11.3K |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$5.2M | |
| 2 | +$1.3M | |
| 3 | +$1.2M | |
| 4 | +$589.5K | |
| 5 | +$436.8K | |
| 6 | +$432.8K | |
| 7 | +$33.1K | |
| 8 | +$22.0K | |
| 9 | +$20.0K | |
| 10 | +$13.4K | |
| 11 | +$7.3K | |
| 12 | +$5.0K | |
| 13 | +$13 | |
| 14 | -$2.3K | |
| 15 | -$3.7K | |
| 16 | -$19.8K | |
| 17 | -$98.4K | |
| 18 | -$230.7K | |
| 19 | -$276.7K | |
| 20 | -$805.0K |