Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Merit Financial Group, LLC | $20.6M |
| 2 | CARY STREET PARTNERS FINANCIAL LLC | $12.9M |
| 3 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $1.2M |
| 4 | Tactive Advisors, LLC | $793.1K |
| 5 | PFG Investments, LLC | $358.0K |
| 6 | Onyx Bridge Wealth Group LLC | $303.6K |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $284.8K |
| 8 | Traynor Capital Management, Inc. | $231.9K |
| 9 | Avidian Wealth Enterprises, LLC | $205.0K |
| 10 | Clear Trail Advisors, LLC | $201.4K |
| 11 | IFP Advisors, Inc | $10.2K |
| 12 | SALEM INVESTMENT COUNSELORS INC | $9.7K |
| 13 | TSFG, LLC | $29 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$12.9M | |
| 2 | +$2.3M | |
| 3 | +$1.2M | |
| 4 | +$231.9K | |
| 5 | +$205.0K | |
| 6 | +$106.8K | |
| 7 | +$51.4K | |
| 8 | +$42.3K | |
| 9 | +$32.5K | |
| 10 | +$9.7K | |
| 11 | +$2.3K | |
| 12 | +$29 | |
| 13 | -$17.2K | |
| 14 | -$88.8K | |
| 15 | -$108.9K |