Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | ARS Wealth Advisors Group, LLC | $704.5K |
| 2 | BENJAMIN EDWARDS INC | $327.3K |
| 3 | Dynamic Advisor Solutions LLC | $224.7K |
| 4 | Triumph Capital Management | $213.9K |
| 5 | RFG Advisory, LLC | $202.2K |
| 6 | GAMMA Investing LLC | $111.3K |
| 7 | Farther Finance Advisors, LLC | $105.8K |
| 8 | Quest 10 Wealth Builders, Inc. | $3.1K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$202.2K | |
| 2 | +$105.8K | |
| 3 | +$48.8K | |
| 4 | +$23.1K | |
| 5 | +$15.6K | |
| 6 | +$14.8K | |
| 7 | +$7.7K | |
| 8 | +$212 | |
| 9 | -$56.2K |