Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Mesirow Financial Investment Management, Inc. | $861.2K |
| 2 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $485.3K |
| 3 | JNBA Financial Advisors | $457.9K |
| 4 | Planned Solutions, Inc. | $372.8K |
| 5 | Leelyn Smith, LLC | $329.4K |
| 6 | BCS Wealth Management | $265.7K |
| 7 | JOHNSON INVESTMENT COUNSEL INC | $258.4K |
| 8 | EverSource Wealth Advisors, LLC | $235.0K |
| 9 | FIRST HORIZON CORP | $73.2K |
| 10 | IFP Advisors, Inc | $32.3K |
| 11 | Capital Investment Advisory Services, LLC | $23.9K |
| 12 | Darwin Wealth Management, LLC | $964 |
| 13 | DHJJ Financial Advisors, Ltd. | $931 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$87.6K | |
| 2 | -$26 | |
| 3 | -$26 | |
| 4 | -$649 | |
| 5 | -$875 | |
| 6 | -$2.0K | |
| 7 | -$4.0K | |
| 8 | -$6.4K | |
| 9 | -$8.9K | |
| 10 | -$9.2K | |
| 11 | -$25.6K | |
| 12 | -$45.6K | |
| 13 | -$105.6K | |
| 14 | -$258.0K | |
| 15 | -$283.2K | |
| 16 | -$1.1M |