Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $1.3M |
| 2 | SigFig Wealth Management, LLC | $469.1K |
| 3 | Envestnet Portfolio Solutions, Inc. | $428.6K |
| 4 | IFP Advisors, Inc | $10.8K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$188.6K | |
| 2 | +$84.4K | |
| 3 | +$59.2K | |
| 4 | +$1.9K |