Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | TECTONIC ADVISORS LLC | $76.1M |
| 2 | BENJAMIN EDWARDS INC | $49.8M |
| 3 | Opal Wealth Advisors, LLC | $40.5M |
| 4 | Legacy Advisors, LLC | $24.3M |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.5M |
| 6 | Ledyard National Bank | $3.7M |
| 7 | IFP Advisors, Inc | $2.5M |
| 8 | Well Done, LLC | $924.5K |
| 9 | CWC Advisors, LLC. | $299.9K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$3.7M | |
| 2 | +$1.2M | |
| 3 | +$230.0K | |
| 4 | +$17.9K | |
| 5 | -$55.0K | |
| 6 | -$601.4K | |
| 7 | -$1.4M | |
| 8 | -$2.1M | |
| 9 | -$2.2M |