Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $36.6M |
| 2 | Broadway Wealth Solutions, Inc. | $29.2M |
| 3 | Wilkerson Advisory Group LLC | $15.7M |
| 4 | Platform Technology Partners | $13.9M |
| 5 | Allegheny Financial Group | $9.9M |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.6M |
| 7 | RMR Wealth Builders | $6.5M |
| 8 | River Street Advisors LLC | $1.8M |
| 9 | First Citizens Financial Corp | $613.7K |
| 10 | OLD SECOND NATIONAL BANK OF AURORA | $441.2K |
| 11 | FIRST UNITED BANK & TRUST | $374.9K |
| 12 | Towerpoint Wealth, LLC | $302.3K |
| 13 | Main Street Group, LTD | $25.1K |
| 14 | Aurora Private Wealth, Inc. | $481 |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$1.8M | |
| 2 | +$1.7M | |
| 3 | +$1.2M | |
| 4 | +$759.1K | |
| 5 | +$756.6K | |
| 6 | +$588.5K | |
| 7 | +$121.4K | |
| 8 | +$107.6K | |
| 9 | +$74.1K | |
| 10 | +$68.5K | |
| 11 | +$25.1K | |
| 12 | -$81 | |
| 13 | -$603 | |
| 14 | -$88.2K |