Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | Financial Enhancement Group LLC | $14.1M |
| 2 | ENZI WEALTH | $3.4M |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M |
| 4 | Centurion Wealth Management LLC | $1.1M |
| 5 | Clarus Group, Inc. | $638.5K |
| 6 | LANARK FINANCIAL, INC. | $464.6K |
| 7 | Cornerstone Wealth Management, LLC | $357.9K |
| 8 | Brookwood Investment Group LLC | $309.0K |
| 9 | LEAVELL INVESTMENT MANAGEMENT, INC. | $305.0K |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | $239.4K |
| 11 | Miller Global Investments, LLC | $191.4K |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $174.4K |
| 13 | Capital Investment Advisory Services, LLC | $165.5K |
| 14 | IFP Advisors, Inc | $139.2K |
| 15 | EVOLUTION WEALTH MANAGEMENT INC. | $1.7K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$1.5M | |
| 2 | +$448.4K | |
| 3 | +$233.9K | |
| 4 | +$190.0K | |
| 5 | +$84.9K | |
| 6 | +$61.7K | |
| 7 | +$33.0K | |
| 8 | +$22.6K | |
| 9 | +$21.0K | |
| 10 | +$14.8K | |
| 11 | +$1.8K | |
| 12 | +$1.2K | |
| 13 | +$231 | |
| 14 | -$893 | |
| 15 | -$113.4K | |
| 16 | -$151.1K |