Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Advisory Resource Group | $1.4M |
| 2 | Castleview Partners, LLC | $727.7K |
| 3 | LVZ, Inc. | $685.4K |
| 4 | Accel Wealth Management | $384.3K |
| 5 | Focus Financial Network, Inc. | $322.1K |
| 6 | Capital Investment Advisory Services, LLC | $31.5K |
| 7 | Farther Finance Advisors, LLC | $18.9K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$462.6K | |
| 2 | +$184.2K | |
| 3 | +$7.0K | |
| 4 | +$407 | |
| 5 | -$21.1K | |
| 6 | -$55.9K | |
| 7 | -$118.0K |