Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | Gemmer Asset Management LLC | $38.6M |
| 2 | Composition Wealth, LLC | $4.9M |
| 3 | CAMELOT TECHNOLOGY ADVISORS, INC. | $1.4M |
| 4 | PROFFITT & GOODSON INC | $1.1M |
| 5 | Bond & Devick Financial Network, Inc. | $807.2K |
| 6 | GGM Financial LLC | $608.1K |
| 7 | Boyd Wealth Management, LLC | $416.0K |
| 8 | William Mack & Associates, Inc. | $401.1K |
| 9 | Key FInancial Inc | $390.4K |
| 10 | SteelPeak Wealth, LLC | $353.1K |
| 11 | COLTON GROOME FINANCIAL ADVISORS, LLC | $299.0K |
| 12 | Blue Zone Wealth Advisors, LLC | $246.8K |
| 13 | BURNS J W & CO INC/NY | $246.3K |
| 14 | ARCADIA INVESTMENT ADVISORS LLC | $212.0K |
| 15 | Stonehearth Capital Management, LLC | $209.4K |
| 16 | Robinswood Financial LLC | $128.1K |
| 17 | AdvisorNet Financial, Inc | $47.2K |
| 18 | Golden State Wealth Management, LLC | $41.2K |
| 19 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $19.1K |
| 20 | Cedar Mountain Advisors, LLC | $17.3K |
| 21 | Farther Finance Advisors, LLC | $11.4K |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$4.1M | |
| 2 | +$608.1K | |
| 3 | +$342.2K | |
| 4 | +$293.4K | |
| 5 | +$235.8K | |
| 6 | +$209.4K | |
| 7 | +$132.5K | |
| 8 | +$69.5K | |
| 9 | +$31.8K | |
| 10 | +$31.4K | |
| 11 | +$29.2K | |
| 12 | +$28.4K | |
| 13 | +$19.9K | |
| 14 | +$19.8K | |
| 15 | +$17.1K | |
| 16 | +$11.4K | |
| 17 | +$9.8K | |
| 18 | +$5.7K | |
| 19 | +$3.9K | |
| 20 | +$1.4K | |
| 21 | +$1.4K |