Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | $20.4M |
| 2 | B. Riley Wealth Advisors, Inc. | $3.2M |
| 3 | Essex Bank | $1.1M |
| 4 | Farther Finance Advisors, LLC | $350.4K |
| 5 | J.W. COLE ADVISORS, INC. | $262.0K |
| 6 | PARK AVENUE SECURITIES LLC | $397 |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$350.4K | |
| 2 | +$262.0K | |
| 3 | +$1 | |
| 4 | -$8.3K | |
| 5 | -$25.5K | |
| 6 | -$269.9K | |
| 7 | -$431.6K | |
| 8 | -$559.7K |