Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Advisory Resource Group | $2.1M |
| 2 | Accel Wealth Management | $1.5M |
| 3 | Focus Financial Network, Inc. | $411.6K |
| 4 | WORLD EQUITY GROUP, INC. | $272.4K |
| 5 | CARY STREET PARTNERS FINANCIAL LLC | $252.7K |
| 6 | LVZ, Inc. | $251.8K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$53.6K | |
| 2 | +$47.9K | |
| 3 | +$20.6K | |
| 4 | +$5.8K | |
| 5 | -$34.5K | |
| 6 | -$49.1K | |
| 7 | -$369.3K |