Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | $80.4M |
| 2 | B. Riley Wealth Advisors, Inc. | $2.4M |
| 3 | Spire Wealth Management | $169.8K |
| 4 | Farther Finance Advisors, LLC | $133.4K |
| 5 | Crews Bank & Trust | $10.3K |
| 6 | PARK AVENUE SECURITIES LLC | $5.2K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$3.5M | |
| 2 | +$113.5K | |
| 3 | +$11.0K | |
| 4 | +$10.3K | |
| 5 | +$955 | |
| 6 | +$325 | |
| 7 | -$49.6K |