Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | OLD SECOND NATIONAL BANK OF AURORA | $44.6M |
| 2 | Baron Wealth Management LLC | $32.3M |
| 3 | River Street Advisors LLC | $23.2M |
| 4 | CMH Wealth Management LLC | $21.5M |
| 5 | Jeter Robert S II | $8.2M |
| 6 | DAVENPORT & Co LLC | $6.5M |
| 7 | Annex Advisory Services, LLC | $3.8M |
| 8 | BENJAMIN EDWARDS INC | $1.5M |
| 9 | BOYUM WEALTH ARCHITECTS LLC | $1.1M |
| 10 | Apollon Wealth Management, LLC | $724.1K |
| 11 | Flaharty Asset Management, LLC | $596.3K |
| 12 | JM2 Capital Inc. | $282.9K |
| 13 | Walleye Partners, LLC | $266.3K |
| 14 | Provenance Wealth Advisors, LLC | $160.9K |
| 15 | Spire Wealth Management | $40.0K |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $19.7K |
| 17 | Walsh & Associates, LLC | $14.2K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$3.5M | |
| 2 | +$3.3M | |
| 3 | +$2.8M | |
| 4 | +$2.4M | |
| 5 | +$299.3K | |
| 6 | +$252.9K | |
| 7 | +$169.2K | |
| 8 | +$37.1K | |
| 9 | +$22.6K | |
| 10 | +$13.7K | |
| 11 | +$3.4K | |
| 12 | +$1.2K | |
| 13 | +$1.2K | |
| 14 | -$117.2K | |
| 15 | -$221.8K | |
| 16 | -$5.6M | |
| 17 | -$13.7M |