Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | $21.2M |
| 2 | Israel Discount Bank of New York | $603.3K |
| 3 | IFP Advisors, Inc | $131.4K |
| 4 | Farther Finance Advisors, LLC | $22.7K |
| 5 | CoreCap Advisors, LLC | $8.9K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$6.0M | |
| 2 | +$184.4K | |
| 3 | +$18.1K | |
| 4 | +$2.9K | |
| 5 | +$1.2K |