Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Sowell Financial Services LLC | $9.9M |
| 2 | Prism Advisors, Inc. | $1.8M |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M |
| 4 | Stablepoint Partners, LLC | $600.8K |
| 5 | Intrua Financial, LLC | $379.6K |
| 6 | Northwest Wealth Advisors, LLC | $231.7K |
| 7 | Keudell/Morrison Wealth Management | $216.7K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$571.1K | |
| 2 | +$201.3K | |
| 3 | +$131.6K | |
| 4 | +$82.6K | |
| 5 | +$38.0K | |
| 6 | +$7.9K | |
| 7 | +$5.6K |