Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Robbins Farley | $2.7M |
| 2 | Merit Financial Group, LLC | $1.8M |
| 3 | Tranquility Partners, LLC | $964.0K |
| 4 | CARY STREET PARTNERS FINANCIAL LLC | $795.3K |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $492.9K |
| 6 | DAVENPORT & Co LLC | $314.4K |
| 7 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $311.6K |
| 8 | SIERRA SUMMIT ADVISORS LLC | $159.4K |
| 9 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $132.1K |
| 10 | MELFA WEALTH MANAGEMENT, INC. | $126.2K |
| 11 | Graves Light Lenhart Wealth, Inc. | $113.0K |
| 12 | Horrell Capital Management, Inc. | $56.5K |
| 13 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $47.1K |
| 14 | Spire Wealth Management | $28.3K |
| 15 | Blue Trust, Inc. | $22.0K |
| 16 | Noble Wealth Management PBC | $6.8K |
| 17 | Stolper Co | $729 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$351.6K | |
| 2 | +$159.4K | |
| 3 | +$4.2K | |
| 4 | +$4.1K | |
| 5 | +$1.8K | |
| 6 | +$1.7K | |
| 7 | +$1.5K | |
| 8 | +$750 | |
| 9 | +$375 | |
| 10 | +$292 | |
| 11 | +$90 | |
| 12 | -$1.9K | |
| 13 | -$15.7K | |
| 14 | -$79.0K | |
| 15 | -$80.0K | |
| 16 | -$84.6K | |
| 17 | -$155.2K | |
| 18 | -$185.3K |