Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | MBL Wealth, LLC | $13.3M |
| 2 | D.A. DAVIDSON & CO. | $5.7M |
| 3 | Fairvoy Private Wealth, LLC | $5.1M |
| 4 | DAVENPORT & Co LLC | $2.8M |
| 5 | FIRETHORN WEALTH PARTNERS, LLC | $2.1M |
| 6 | J.W. COLE ADVISORS, INC. | $1.7M |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M |
| 8 | Pine Valley Investments Ltd Liability Co | $774.7K |
| 9 | CARY STREET PARTNERS FINANCIAL LLC | $762.0K |
| 10 | Leverty Financial Group, LLC | $669.0K |
| 11 | Broadway Wealth Solutions, Inc. | $259.5K |
| 12 | GoalVest Advisory LLC | $111.1K |
| 13 | Abound Wealth Management | $6.9K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$1.9M | |
| 2 | +$1.8M | |
| 3 | +$1.4M | |
| 4 | +$1.3M | |
| 5 | +$857.2K | |
| 6 | +$469.0K | |
| 7 | +$173.7K | |
| 8 | +$163.8K | |
| 9 | +$76.0K | |
| 10 | +$32.0K | |
| 11 | +$12.0K | |
| 12 | +$856 | |
| 13 | -$246.7K |