Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Mesirow Financial Investment Management, Inc. | $750.3K |
| 2 | KPP Advisory Services LLC | $688.5K |
| 3 | GK Wealth Management LLC | $437.0K |
| 4 | J.W. COLE ADVISORS, INC. | $327.3K |
| 5 | Revisor Wealth Management LLC | $308.1K |
| 6 | Cyndeo Wealth Partners, LLC | $240.6K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$688.5K | |
| 2 | +$510.1K | |
| 3 | +$437.0K | |
| 4 | +$308.1K | |
| 5 | +$240.6K | |
| 6 | +$99.6K |