Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.0M |
| 2 | KELLY FINANCIAL GROUP LLC | $2.9M |
| 3 | Beirne Wealth Consulting Services, LLC | $1.5M |
| 4 | COLTON GROOME FINANCIAL ADVISORS, LLC | $659.6K |
| 5 | DAVENPORT & Co LLC | $476.6K |
| 6 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $412.2K |
| 7 | Procyon Advisors, LLC | $316.5K |
| 8 | 5T Wealth, LLC | $299.6K |
| 9 | Farther Finance Advisors, LLC | $216.2K |
| 10 | FIRST UNITED BANK & TRUST | $35.3K |
| 11 | CoreCap Advisors, LLC | $11.6K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$398.5K | |
| 2 | +$316.3K | |
| 3 | +$99.2K | |
| 4 | +$9.2K | |
| 5 | +$519 | |
| 6 | -$38 | |
| 7 | -$3.8K | |
| 8 | -$24.1K | |
| 9 | -$59.7K | |
| 10 | -$120.3K | |
| 11 | -$148.8K |