Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | PRECEDENT WEALTH PARTNERS, LLC | $4.5M |
| 2 | CENTRAL VALLEY ADVISORS, LLC | $3.8M |
| 3 | Avior Wealth Management, LLC | $3.2M |
| 4 | Legacy Private Trust Co. | $2.6M |
| 5 | CARY STREET PARTNERS FINANCIAL LLC | $2.3M |
| 6 | Clark Asset Management, LLC | $2.2M |
| 7 | Key FInancial Inc | $1.5M |
| 8 | MISSION WEALTH MANAGEMENT, LP | $768.4K |
| 9 | Wedmont Private Capital | $707.0K |
| 10 | SAX WEALTH ADVISORS, LLC | $667.5K |
| 11 | Sequoia Financial Advisors, LLC | $608.0K |
| 12 | BENJAMIN EDWARDS INC | $582.9K |
| 13 | Gradient Capital Advisors, LLC | $413.5K |
| 14 | Crews Bank & Trust | $278.4K |
| 15 | Global Financial Private Client, LLC | $256.2K |
| 16 | HENGEHOLD CAPITAL MANAGEMENT LLC | $251.0K |
| 17 | COOKSON PEIRCE & CO INC | $217.3K |
| 18 | CGN Advisors LLC | $200.9K |
| 19 | NorthAvenue LLC | $71.3K |
| 20 | Farther Finance Advisors, LLC | $47.0K |
| 21 | HARBOR INVESTMENT ADVISORY, LLC | $12.0K |
| 22 | IFP Advisors, Inc | $10.0K |
| 23 | Trust Co | $6.7K |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$768.4K | |
| 3 | +$734.8K | |
| 4 | +$707.0K | |
| 5 | +$667.5K | |
| 6 | +$315.8K | |
| 7 | +$287.7K | |
| 8 | +$251.0K | |
| 9 | +$80.8K | |
| 10 | +$28.1K | |
| 11 | +$22.6K | |
| 12 | +$20.1K | |
| 13 | +$16.6K | |
| 14 | +$12.0K | |
| 15 | +$4.3K | |
| 16 | +$3.0K | |
| 17 | +$2.1K | |
| 18 | +$1.3K | |
| 19 | -$2.6K | |
| 20 | -$9.0K | |
| 21 | -$133.7K | |
| 22 | -$321.5K | |
| 23 | -$697.6K | |
| 24 | -$1.5M |