Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Evanson Financial, LLC | $20.5M |
| 2 | Gemmer Asset Management LLC | $6.8M |
| 3 | Merit Financial Group, LLC | $952.2K |
| 4 | Beaird Harris Wealth Management, LLC | $728.1K |
| 5 | LEAVELL INVESTMENT MANAGEMENT, INC. | $460.8K |
| 6 | Aaron Wealth Advisors LLC | $194.9K |
| 7 | Goelzer Investment Management, Inc. | $194.3K |
| 8 | INDEPENDENT INVESTORS INC | $184.5K |
| 9 | Activest Wealth Management | $27.6K |
| 10 | Provenance Wealth Advisors, LLC | $22.1K |
| 11 | Farther Finance Advisors, LLC | $18.2K |
| 12 | IFP Advisors, Inc | $5.5K |
| 13 | LRI Investments, LLC | $3.2K |
| 14 | Aurora Private Wealth, Inc. | $279 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$194.3K | |
| 2 | +$73.3K | |
| 3 | +$26.6K | |
| 4 | +$25.2K | |
| 5 | +$24.4K | |
| 6 | +$15.0K | |
| 7 | +$4.6K | |
| 8 | +$3.8K | |
| 9 | +$3.0K | |
| 10 | +$756 | |
| 11 | +$442 | |
| 12 | -$24 | |
| 13 | -$255 | |
| 14 | -$158.3K | |
| 15 | -$406.2K |