Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $50.0M |
| 2 | Merit Financial Group, LLC | $958.6K |
| 3 | Dynamic Advisor Solutions LLC | $865.5K |
| 4 | Greenline Wealth Management LLC | $849.0K |
| 5 | LongView Wealth Management | $365.5K |
| 6 | IFP Advisors, Inc | $275.8K |
| 7 | Envestnet Portfolio Solutions, Inc. | $208.1K |
| 8 | Farther Finance Advisors, LLC | $80.0K |
| 9 | AdvisorNet Financial, Inc | $19.0K |
| 10 | Capital Investment Advisory Services, LLC | $5.6K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$958.6K | |
| 2 | +$549.1K | |
| 3 | +$365.5K | |
| 4 | +$208.1K | |
| 5 | +$206.4K | |
| 6 | +$80.0K | |
| 7 | +$63.0K | |
| 8 | +$13.1K | |
| 9 | +$5.6K | |
| 10 | +$437 | |
| 11 | -$3.1K | |
| 12 | -$482.4K |