Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | Composition Wealth, LLC | $43.1M |
| 2 | Merit Financial Group, LLC | $9.5M |
| 3 | BENJAMIN EDWARDS INC | $8.3M |
| 4 | Tempus Wealth Planning, LLC | $753.8K |
| 5 | Farther Finance Advisors, LLC | $659.1K |
| 6 | Dynamic Advisor Solutions LLC | $579.4K |
| 7 | RFG Advisory, LLC | $510.9K |
| 8 | Security Financial Services, INC. | $464.7K |
| 9 | D.A. DAVIDSON & CO. | $457.9K |
| 10 | PFG Advisors | $373.0K |
| 11 | Envestnet Portfolio Solutions, Inc. | $354.0K |
| 12 | Marion Wealth Management | $272.5K |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $222.2K |
| 14 | Capital Investment Advisory Services, LLC | $31.4K |
| 15 | Cape Investment Advisory, Inc. | $5.6K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$6.6M | |
| 2 | +$2.4M | |
| 3 | +$354.0K | |
| 4 | +$312.7K | |
| 5 | +$222.2K | |
| 6 | +$85.4K | |
| 7 | +$65.4K | |
| 8 | +$49.0K | |
| 9 | +$44.2K | |
| 10 | +$43.4K | |
| 11 | +$35.0K | |
| 12 | +$21.7K | |
| 13 | +$5.6K | |
| 14 | +$3.1K | |
| 15 | -$858 | |
| 16 | -$2.1K | |
| 17 | -$136.7K |