Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Provenance Wealth Advisors, LLC | $73.0M |
| 2 | Allegheny Financial Group | $35.4M |
| 3 | ARQ WEALTH ADVISORS, LLC | $19.3M |
| 4 | ARWA LLC | $1.2M |
| 5 | Cedar Mountain Advisors, LLC | $1.0M |
| 6 | Certified Advisory Corp | $883.7K |
| 7 | PATTON ALBERTSON MILLER GROUP, LLC | $555.4K |
| 8 | Balefire, LLC | $481.3K |
| 9 | HARBOUR INVESTMENT MANAGEMENT LLC | $470.0K |
| 10 | L. Roy Papp & Associates, LLP | $466.7K |
| 11 | GEN Financial Management, INC. | $425.8K |
| 12 | Farther Finance Advisors, LLC | $367.1K |
| 13 | Princeton Global Asset Management LLC | $120.2K |
| 14 | IFP Advisors, Inc | $12.6K |
| 15 | Trust Co | $8.1K |
| 16 | Cape Investment Advisory, Inc. | $8.1K |
| 17 | Bank & Trust Co | $6.3K |
| 18 | TOWER TRUST & INVESTMENT Co | $4.0K |
| 19 | Hickory Point Bank & Trust | $3.4K |
| 20 | CoreCap Advisors, LLC | $50 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$19.3M | |
| 2 | +$2.2M | |
| 3 | +$1.0M | |
| 4 | +$720.2K | |
| 5 | +$425.8K | |
| 6 | +$367.1K | |
| 7 | +$201.5K | |
| 8 | +$12.3K | |
| 9 | +$8.1K | |
| 10 | +$6.8K | |
| 11 | +$6.4K | |
| 12 | +$4.0K | |
| 13 | +$4.0K | |
| 14 | +$3.2K | |
| 15 | +$182 | |
| 16 | +$118 | |
| 17 | +$91 | |
| 18 | +$49 | |
| 19 | $0 | |
| 20 | -$13.8K | |
| 21 | -$50.9K | |
| 22 | -$127.4K |