Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | TOMPKINS FINANCIAL CORP | $30.5M |
| 2 | Alliance Wealth Advisors, LLC | $16.0M |
| 3 | Pinnacle Wealth Management, LLC | $14.2M |
| 4 | Meridian Financial Partners LLC | $11.1M |
| 5 | Members Advisory Group LLC | $10.9M |
| 6 | BAKER TILLY WEALTH MANAGEMENT, LLC | $5.7M |
| 7 | SENTINEL PENSION ADVISORS, LLC | $5.0M |
| 8 | Benson Investment Management Company, Inc. | $3.6M |
| 9 | D.A. DAVIDSON & CO. | $3.4M |
| 10 | Bill Few Associates, Inc. | $2.6M |
| 11 | Future Financial Wealth Managment LLC | $2.6M |
| 12 | Embree Financial Group | $2.5M |
| 13 | MEMBERS WEALTH LLC | $2.2M |
| 14 | Dynamic Advisor Solutions LLC | $2.1M |
| 15 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1.3M |
| 16 | YHB Investment Advisors, Inc. | $983.7K |
| 17 | KPP Advisory Services LLC | $589.6K |
| 18 | First American Bank | $463.5K |
| 19 | Sunpointe, LLC | $420.2K |
| 20 | Tempus Wealth Planning, LLC | $403.3K |
| 21 | OMNI 360 Wealth, Inc. | $319.9K |
| 22 | XML Financial, LLC | $242.4K |
| 23 | Core Wealth Partners LLC | $241.6K |
| 24 | JNBA Financial Advisors | $67.8K |
| 25 | Harbor Asset Planning, Inc. | $38.1K |
| 26 | Cape Investment Advisory, Inc. | $14.0K |
| 27 | Hartford Financial Management Inc. | $5.1K |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$30.5M | |
| 2 | +$16.0M | |
| 3 | +$5.4M | |
| 4 | +$4.7M | |
| 5 | +$3.6M | |
| 6 | +$3.2M | |
| 7 | +$1.8M | |
| 8 | +$1.1M | |
| 9 | +$983.7K | |
| 10 | +$736.5K | |
| 11 | +$654.7K | |
| 12 | +$589.6K | |
| 13 | +$524.4K | |
| 14 | +$496.8K | |
| 15 | +$403.3K | |
| 16 | +$319.9K | |
| 17 | +$242.4K | |
| 18 | +$241.6K | |
| 19 | +$151.7K | |
| 20 | +$85.9K | |
| 21 | +$43.2K | |
| 22 | +$35.7K | |
| 23 | +$14.0K | |
| 24 | +$8.1K | |
| 25 | +$479 | |
| 26 | -$5.3K | |
| 27 | -$22.5K | |
| 28 | -$143.9K | |
| 29 | -$232.5K |