Merit Financial Group, LLC

Q3 2025 13F Detailed Holdings

Location
Alpharetta, GA
Holdings as of
9/30/2025
Value ($000)
$10,886,360
Num holdings
6,380
Date filed
11/7/2025
Form type
13F-HR/A - RESTATEMENT
Prev filing
7/22/2025
Next filing
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Orion Portfolio Solutions LLC
2 Zacks Investment Management
3 AQR Capital Management
4 Natixis Advisors
5 Parametric Portfolio Associates
6 SpiderRock Advisors
7 Advisors Capital Management
8 Carret Asset Management
9 City National Rochdale
10 Nuveen Asset Management
11 G&WK Investment Management
12 Fiera Capital
13 Vanguard Personalized Indexing Management
14 Atlanta Capital
15 Neuberger Berman Investment Advisers
16 Thornburg Investment Management
17 RJA Asset Management