Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | CARY STREET PARTNERS FINANCIAL LLC | $21.3M |
| 2 | FIFTH THIRD SECURITIES, INC. | $2.8M |
| 3 | J.W. COLE ADVISORS, INC. | $831.8K |
| 4 | Fortitude Advisory Group L.L.C. | $319.4K |
| 5 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $208.9K |
| 6 | Quest 10 Wealth Builders, Inc. | $54.9K |
| 7 | Farther Finance Advisors, LLC | $46.6K |
| 8 | LANARK FINANCIAL, INC. | $31.3K |
| 9 | Triumph Capital Management | $13.4K |
| 10 | Networth Advisors, LLC | $1.4K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$831.8K | |
| 2 | +$431.0K | |
| 3 | +$327.7K | |
| 4 | +$319.4K | |
| 5 | +$2.5K | |
| 6 | +$1.4K | |
| 7 | +$982 | |
| 8 | +$75 | |
| 9 | -$5.7K | |
| 10 | -$1.3M |