Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Ignite Planners, LLC | $5.4M |
| 2 | FIRETHORN WEALTH PARTNERS, LLC | $4.0M |
| 3 | Orgel Wealth Management, LLC | $995.6K |
| 4 | Canvas Wealth Advisors, LLC | $916.5K |
| 5 | Farther Finance Advisors, LLC | $371.4K |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $298.2K |
| 7 | Fairway Wealth LLC | $53.2K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$298.2K | |
| 2 | +$186.7K | |
| 3 | +$175.1K | |
| 4 | +$53.2K | |
| 5 | +$973 | |
| 6 | -$27.0K | |
| 7 | -$169.7K |