Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $13.1M |
| 2 | Hobart Private Capital, LLC | $4.5M |
| 3 | Farther Finance Advisors, LLC | $2.8M |
| 4 | Holistic Financial Partners | $2.6M |
| 5 | Midwest Financial Group LLC | $2.5M |
| 6 | EVOLUTION WEALTH MANAGEMENT INC. | $2.1M |
| 7 | IFP Advisors, Inc | $2.1M |
| 8 | Envestnet Portfolio Solutions, Inc. | $1.4M |
| 9 | Brookwood Investment Group LLC | $344.3K |
| 10 | Dynamic Advisor Solutions LLC | $291.8K |
| 11 | Valeo Financial Advisors, LLC | $264.6K |
| 12 | TrueWealth Advisors, LLC | $230.2K |
| 13 | Quest 10 Wealth Builders, Inc. | $21.8K |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $16.1K |
| 15 | PARK AVENUE SECURITIES LLC | $2.8K |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$13.1M | |
| 2 | +$4.5M | |
| 3 | +$2.5M | |
| 4 | +$2.1M | |
| 5 | +$2.1M | |
| 6 | +$1.4M | |
| 7 | +$981.1K | |
| 8 | +$264.6K | |
| 9 | +$230.2K | |
| 10 | +$35.6K | |
| 11 | +$21.8K | |
| 12 | +$2.8K | |
| 13 | -$253 | |
| 14 | -$39.8K | |
| 15 | -$6.0M |