Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $54.9M |
| 2 | Nvest Wealth Strategies, Inc. | $13.8M |
| 3 | Security National Bank | $10.8M |
| 4 | Balance Wealth Partners LLC | $8.1M |
| 5 | Farther Finance Advisors, LLC | $4.3M |
| 6 | Fjell Capital, LLC | $4.3M |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M |
| 8 | B. Riley Wealth Advisors, Inc. | $889.4K |
| 9 | MANCHESTER FINANCIAL INC | $220.3K |
| 10 | Blue Trust, Inc. | $4.3K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$4.3M | |
| 2 | +$1.4M | |
| 3 | +$1.2M | |
| 4 | +$908.7K | |
| 5 | +$886.6K | |
| 6 | +$629.9K | |
| 7 | +$300.5K | |
| 8 | +$40.9K | |
| 9 | +$12.4K | |
| 10 | +$4.3K | |
| 11 | -$230.7K | |
| 12 | -$4.0M |