Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Wirehouses, Banks & BDs · Traditional channel

Fifth Third

Includes the history of Comerica (acquired February 2026)

Fifth Third Bank's bank wealth channels (private bank and in-house brokerage), separate from the Fifth Third Wealth Advisors RIA.

Website: 53.com

Recorded arrivals

0

Teams and practices joining in 2026

Recorded departures

4

Teams and practices leaving in 2026

Arrival assets

—

Reported practice assets · 0 of 0 disclosed

Departure assets

$8.6B

Reported practice assets · 3 of 4 disclosed

Arrivals and departures are counted separately, not netted.

Monthly arrivals by origin category

Where arriving teams came from, by month

Wirehouses, Banks & BDsRIAIndependent Broker-Dealer

0 Jan

0 Feb

0 Mar

0 Apr

0 May

0 Jun

0 Jul

0 Aug

0 Sep

0 Oct

Arrivals came from

Origin firms, by number of teams

No recorded arrivals in 2026.

Departures went to

Destination firms, by number of teams

01

Citizens Private Wealth

1

02

LPL Financial

1

03

Raymond James & Associates

1

04

Wells Fargo FiNet

1

Arrivals 0

Teams joining Fifth Third in 2026. Open a team for its source record.

No recorded arrivals in 2026.

Departures 4

Teams leaving Fifth Third in 2026.

Date	Pattern	Team / advisor(s)	To	Reported assets	Source
Oct 28	Lateral	Webber Wealth PartnersNewport Beach, CAvia Comerica	Citizens Private WealthWirehouses, Banks & BDs	$1.2B	Wealth Management
Jul 17	Lateral	Capital Reserve GroupNewport Beach, CAvia Comerica	Raymond James & AssociatesWirehouses, Banks & BDs	$5.4B	Barron's
May 15	Breakaway	Appling & Landerholm Private Wealth GroupSouthlake, TXvia Comerica	Wells Fargo FiNetIndependent Broker-Dealer	Undisclosed	Press Release
Jan 27	Breakaway	Moto Wealth PartnersCincinnati, OH Dayton, OH	LPL FinancialIndependent Broker-Dealer	$2.0B	Press Release

Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.