| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 338.076.872 $ | +5.081.060 $ | +14,2 % | 3.168.840.669 $ | +305.770.226 $ | +43,4 % | 2.853.638.987 $ | +131.731.665 $ | +54,6 % | 2.688.539.072 $ | +222.192.927 $ | +115,9 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 896.287.164 $ | +108.498.921 $ | +13,8 % | 787.788.243 $ | +68.028.976 $ | +9,5 % | 719.759.267 $ | +100.578.841 $ | +16,2 % | |||
| Strategic Financial Services, Inc. | 353.288.780 $ | +14.319.974 $ | +4,2 % | 338.968.806 $ | -13.328.511 $ | -3,8 % | 352.297.317 $ | +43.526.839 $ | +14,1 % | |||
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 251.354.890 $ | +6.562.704 $ | +2,7 % | 244.792.186 $ | +4.182.368 $ | +1,7 % | 240.609.818 $ | +9.618.025 $ | +4,2 % | |||
| Invesco Ltd. | 192.033.997 $ | +68.920.397 $ | +56,0 % | 123.113.600 $ | +3.823.600 $ | +3,2 % | 119.290.000 $ | +5.814.400 $ | +5,1 % | |||
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 140.740.863 $ | +770.063 $ | +0,6 % | 139.970.800 $ | +9.857.281 $ | +7,6 % | 130.113.519 $ | +4.373.056 $ | +3,5 % | 125.740.463 $ | +8.571.286 $ | +7,3 % |
| Tolleson Wealth Management, Inc. | 126.096.142 $ | +5.926.380 $ | +4,9 % | 120.169.762 $ | +2.587.327 $ | +2,2 % | 117.582.435 $ | +10.340.408 $ | +9,6 % | |||
| AMERIPRISE FINANCIAL INC | 95.523.626 $ | -837.312 $ | -0,9 % | 96.360.938 $ | +42.106.769 $ | +77,6 % | 54.254.169 $ | +3.415.200 $ | +6,7 % | |||
| Compound Planning, Inc. | 82.480.074 $ | +7.043.320 $ | +9,3 % | 75.436.754 $ | -277.314 $ | -0,4 % | 75.714.068 $ | +5.303.355 $ | +7,5 % | |||
| Clearwater Capital Advisors, LLC | 77.604.891 $ | +3.791.984 $ | +5,1 % | 73.812.907 $ | +4.306.407 $ | +6,2 % | 69.506.500 $ | +3.217.292 $ | +4,9 % | |||
| Corient Private Wealth LP | 32.733.604 $ | -32.269.244 $ | -49,6 % | 65.002.848 $ | +33.788.765 $ | +108,2 % | ||||||
| RAYMOND JAMES FINANCIAL INC | 54.238.863 $ | -853.384 $ | -1,5 % | 55.092.247 $ | +11.215.609 $ | +25,6 % | 43.876.638 $ | +6.806.745 $ | +18,4 % | |||
| Kestra Investment Management, LLC | 31.496.646 $ | -2.130.288 $ | -6,3 % | 33.626.934 $ | -13.505.225 $ | -28,7 % | 47.132.159 $ | +1.905.177 $ | +4,2 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 43.482.228 $ | +9.905.984 $ | +29,5 % | 33.576.244 $ | -4.692.711 $ | -12,3 % | 38.268.955 $ | +1.641.618 $ | +4,5 % | |||
| WELLS FARGO & COMPANY/MN | 34.544.829 $ | +3.941.151 $ | +12,9 % | 30.603.678 $ | +4.736.097 $ | +18,3 % | 25.867.581 $ | +4.359.462 $ | +20,3 % | |||
| JPMORGAN CHASE & CO | 31.608.448 $ | +794.579 $ | +2,6 % | 30.813.869 $ | +2.399.431 $ | +8,4 % | 28.414.438 $ | -27.798.386 $ | -49,5 % | |||
| ELEVATION POINT WEALTH PARTNERS, LLC | 30.359.521 $ | |||||||||||
| Sequoia Financial Advisors, LLC | 15.196.160 $ | -4.802.866 $ | -24,0 % | 19.999.026 $ | -9.931.233 $ | -33,2 % | 29.930.259 $ | |||||
| JONES FINANCIAL COMPANIES LLLP | 29.017.594 $ | +11.023.913 $ | +61,3 % | 17.993.681 $ | +8.667.011 $ | +92,9 % | 9.326.670 $ | +3.574.750 $ | +62,1 % | |||
| Modern Wealth Management, LLC | 25.810.213 $ | -865.306 $ | -3,2 % | 26.675.519 $ | -1.920.366 $ | -6,7 % | 28.595.885 $ | +828.185 $ | +3,0 % | |||
| MORGAN STANLEY | 26.975.581 $ | +2.572.748 $ | +10,5 % | 24.402.833 $ | -2.660.631 $ | -9,8 % | 27.063.464 $ | +496.994 $ | +1,9 % | |||
| Shah Wealth Advisors, LLC | 26.804.247 $ | |||||||||||
| First Command Advisory Services, Inc. | 24.520.241 $ | +1.644.131 $ | +7,2 % | 22.876.110 $ | -3.644.777 $ | -13,7 % | 26.520.887 $ | +1.467.844 $ | +5,9 % | |||
| CWM, LLC | 19.584.537 $ | -6.245.463 $ | -24,2 % | 25.830.000 $ | +421.000 $ | +1,7 % | ||||||
| Integrated Wealth Concepts LLC | 25.806.868 $ | +1.135.343 $ | +4,6 % | 24.671.525 $ | +23.305.522 $ | +1.706,1 % | 1.366.003 $ | -22.392.126 $ | -94,3 % | |||
| AlphaCore Capital LLC | 22.395.638 $ | +666.725 $ | +3,1 % | 21.728.913 $ | -1.697.900 $ | -7,2 % | 23.426.813 $ | |||||
| Winthrop Advisory Group LLC | 22.541.970 $ | +204.782 $ | +0,9 % | 22.337.188 $ | +571.405 $ | +2,6 % | 21.765.783 $ | |||||
| Thrive Wealth Management, LLC | 20.474.564 $ | -384.590 $ | -1,8 % | 20.859.154 $ | +7.528.807 $ | +56,5 % | 13.330.347 $ | +368.405 $ | +2,8 % | 12.961.942 $ | +895.249 $ | +7,4 % |
| Weil Company, Inc. | 20.399.811 $ | +738.977 $ | +3,8 % | 19.660.834 $ | +1.798.572 $ | +10,1 % | 17.862.262 $ | +791.438 $ | +4,6 % | 17.070.824 $ | +1.901.781 $ | +12,5 % |
| LPL Financial LLC | 17.292.684 $ | +3.944.703 $ | +29,6 % | 13.347.981 $ | +1.379.490 $ | +11,5 % | 11.968.491 $ | +2.068.376 $ | +20,9 % | |||
| BANK OF AMERICA CORP /DE/ | 17.179.663 $ | +3.773.411 $ | +28,1 % | 13.406.252 $ | +323.538 $ | +2,5 % | 13.082.714 $ | +151.725 $ | +1,2 % | |||
| Conrad Siegel Investment Advisors, Inc. | 16.347.648 $ | +1.564.824 $ | +10,6 % | 14.782.824 $ | +838.094 $ | +6,0 % | 13.944.730 $ | +2.065.886 $ | +17,4 % | 11.878.844 $ | ||
| UBS Group AG | 16.176.619 $ | +1.237.602 $ | +8,3 % | 14.939.017 $ | +281.900 $ | +1,9 % | 14.657.117 $ | -818.369 $ | -5,3 % | |||
| FOSTER & MOTLEY INC | 15.075.000 $ | +639.000 $ | +4,4 % | 14.436.000 $ | -203.000 $ | -1,4 % | 14.639.000 $ | +260.000 $ | +1,8 % | |||
| Acropolis Investment Management, LLC | 14.560.380 $ | -143.359 $ | -1,0 % | 14.703.739 $ | +551.207 $ | +3,9 % | 14.152.532 $ | +1.552.186 $ | +12,3 % | 12.600.346 $ | +2.195.863 $ | +21,1 % |
| Farther Finance Advisors, LLC | 11.399.574 $ | -744.794 $ | -6,1 % | 12.144.368 $ | -2.376.053 $ | -16,4 % | 14.520.421 $ | +3.237.059 $ | +28,7 % | 11.283.362 $ | +1.018.129 $ | +9,9 % |
| DDFG, Inc | 14.071.631 $ | +426.042 $ | +3,1 % | 13.645.589 $ | +1.064.322 $ | +8,5 % | 12.581.267 $ | +1.851.390 $ | +17,3 % | 10.729.877 $ | +705.317 $ | +7,0 % |
| Heck Capital Advisors, LLC | 13.593.256 $ | +201.203 $ | +1,5 % | 13.392.053 $ | +254.984 $ | +1,9 % | 13.137.069 $ | +123.898 $ | +1,0 % | 13.013.171 $ | +10.744.332 $ | +473,6 % |
| Obsido Oy | 12.632.596 $ | +914.519 $ | +7,8 % | 11.718.077 $ | +515.123 $ | +4,6 % | 11.202.954 $ | +1.128.727 $ | +11,2 % | |||
| HighTower Advisors, LLC | 12.341.780 $ | +589.875 $ | +5,0 % | 11.751.905 $ | +653.130 $ | +5,9 % | 11.098.775 $ | +846.208 $ | +8,3 % | |||
| JANE STREET GROUP, LLC | 12.288.000 $ | +6.504.544 $ | +112,5 % | 5.783.456 $ | -1.978.347 $ | -25,5 % | ||||||
| GOLDMAN SACHS GROUP INC | 5.163.049 $ | -6.966.251 $ | -57,4 % | 12.129.300 $ | +11.543.911 $ | +1.972,0 % | 585.389 $ | -6.614.171 $ | -91,9 % | |||
| EXCHANGE TRADED CONCEPTS, LLC | 11.508.572 $ | +2.293.246 $ | +24,9 % | 9.215.326 $ | +138.074 $ | +1,5 % | 9.077.252 $ | +631.184 $ | +7,5 % | |||
| MERIDIAN MANAGEMENT CO | 10.907.771 $ | +513.594 $ | +4,9 % | 10.394.177 $ | +164.243 $ | +1,6 % | 10.229.934 $ | +647.759 $ | +6,8 % | |||
| Stokes Family Office, LLC | 3.873.953 $ | -6.649.537 $ | -63,2 % | 10.523.490 $ | -35.442 $ | -0,3 % | 10.558.932 $ | -3.029.495 $ | -22,3 % | |||
| RHS Financial, LLC | 9.730.064 $ | +2.628.520 $ | +37,0 % | 7.101.544 $ | +1.919.855 $ | +37,1 % | 5.181.689 $ | +604.644 $ | +13,2 % | 4.577.045 $ | +160.435 $ | +3,6 % |
| Brio Consultants, LLC | 9.096.999 $ | -38.497 $ | -0,4 % | 9.135.496 $ | +151.187 $ | +1,7 % | 8.984.309 $ | +444.636 $ | +5,2 % | |||
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 6.603.302 $ | +38.013 $ | +0,6 % | 6.565.289 $ | -1.291.030 $ | -16,4 % | 7.856.319 $ | -897.400 $ | -10,3 % | 8.753.719 $ | -1.916.087 $ | -18,0 % |
| Northwest Wealth Advisors, LLC | 8.706.694 $ | +1.144.859 $ | +15,1 % | 7.561.835 $ | +1.092.803 $ | +16,9 % | 6.469.032 $ | |||||
| Janney Montgomery Scott LLC | 8.222.000 $ | +2.911.000 $ | +54,8 % | 5.311.000 $ | +2.721.000 $ | +105,1 % | 2.590.000 $ | +1.885.000 $ | +267,4 % | |||
| Vise Technologies, Inc. | 7.662.627 $ | +2.751.178 $ | +56,0 % | 4.911.449 $ | +0 $ | +0,0 % | 4.911.449 $ | +2.447.591 $ | +99,3 % | |||
| SAGESPRING WEALTH PARTNERS, LLC | 5.723.108 $ | -376.435 $ | -6,2 % | 6.099.543 $ | +85.303 $ | +1,4 % | 6.014.240 $ | -1.113.721 $ | -15,6 % | 7.127.961 $ | +902.843 $ | +14,5 % |
| New Insight Wealth Advisors | 7.051.836 $ | +1.684.590 $ | +31,4 % | 5.367.246 $ | +2.510.628 $ | +87,9 % | 2.856.618 $ | +1.778.384 $ | +164,9 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 6.193.550 $ | -596.700 $ | -8,8 % | 6.790.250 $ | +1.688.300 $ | +33,1 % | 5.101.950 $ | +1.101.950 $ | +27,5 % | |||
| YHB Investment Advisors, Inc. | 6.766.005 $ | +1.479.175 $ | +28,0 % | 5.286.830 $ | +1.760.366 $ | +49,9 % | 3.526.464 $ | |||||
| Dynasty Wealth Management, LLC | 6.452.052 $ | +207.984 $ | +3,3 % | |||||||||
| Beirne Wealth Consulting Services, LLC | 6.063.246 $ | -297.029 $ | -4,7 % | 6.360.275 $ | +446.311 $ | +7,5 % | 5.913.964 $ | +1.738.967 $ | +41,7 % | 4.174.997 $ | +270.260 $ | +6,9 % |
| OSAIC HOLDINGS, INC. | 6.241.369 $ | +595.111 $ | +10,5 % | 5.646.258 $ | +733.652 $ | +14,9 % | 4.912.606 $ | +354.709 $ | +7,8 % | |||
| Avestar Capital, LLC | 6.202.040 $ | +573.255 $ | +10,2 % | 5.628.785 $ | +186.330 $ | +3,4 % | 5.442.455 $ | +302.334 $ | +5,9 % | |||
| CABOT WEALTH MANAGEMENT INC | 5.839.195 $ | +2.329.295 $ | +66,4 % | 3.509.900 $ | +950.155 $ | +37,1 % | 2.559.745 $ | +307.810 $ | +13,7 % | |||
| Citizens National Bank Trust Department | 5.620.736 $ | +355.136 $ | +6,7 % | 5.265.600 $ | +304.646 $ | +6,1 % | 4.960.954 $ | +179.609 $ | +3,8 % | |||
| Kestra Advisory Services, LLC | 5.459.648 $ | +1.540.772 $ | +39,3 % | 3.918.876 $ | +635.246 $ | +19,3 % | 3.283.630 $ | -445.188 $ | -11,9 % | |||
| Equitable Holdings, Inc. | 5.211.539 $ | +312.648 $ | +6,4 % | 4.898.891 $ | +127.744 $ | +2,7 % | 4.771.147 $ | +512.365 $ | +12,0 % | |||
| SigFig Wealth Management, LLC | 4.737.872 $ | +27.811 $ | +0,6 % | 4.710.061 $ | +78.054 $ | +1,7 % | 4.632.007 $ | +173.218 $ | +3,9 % | 4.458.789 $ | +135.665 $ | +3,1 % |
| Horizon Family Wealth, Inc. | 4.598.034 $ | +261.511 $ | +6,0 % | 4.336.523 $ | +42.236 $ | +1,0 % | 4.294.287 $ | -368.407 $ | -7,9 % | |||
| EVOLVE PRIVATE WEALTH, LLC | 4.587.649 $ | +308.596 $ | +7,2 % | 4.279.053 $ | +26.782 $ | +0,6 % | 4.252.271 $ | |||||
| NATIXIS ADVISORS, LLC | 4.468.000 $ | +2.683.000 $ | +150,3 % | 1.785.000 $ | +1.379.000 $ | +339,7 % | 406.000 $ | |||||
| Quantinno Capital Management LP | 4.345.760 $ | +972.759 $ | +28,8 % | 3.373.001 $ | +515.099 $ | +18,0 % | 2.857.902 $ | +665.166 $ | +30,3 % | |||
| Focus Partners Wealth | 4.279.268 $ | -54.888 $ | -1,3 % | 4.334.156 $ | +84.079 $ | +2,0 % | 4.250.077 $ | -74.290 $ | -1,7 % | |||
| Cerity Partners LLC | 4.269.109 $ | +266.920 $ | +6,7 % | 4.002.189 $ | +1.343.610 $ | +50,5 % | 2.658.579 $ | +102.190 $ | +4,0 % | |||
| Ipsen Advisor Group LLC | 4.242.411 $ | +394.033 $ | +10,2 % | 3.848.378 $ | +1.431.322 $ | +59,2 % | 2.417.056 $ | |||||
| Mariner, LLC | 3.983.632 $ | -90.198 $ | -2,2 % | 4.073.830 $ | +1.007.268 $ | +32,8 % | 3.066.562 $ | +144.694 $ | +5,0 % | |||
| CITIGROUP INC | 3.985.981 $ | +3.756.273 $ | +1.635,2 % | 229.708 $ | -38.506 $ | -14,4 % | 268.214 $ | +113.837 $ | +73,7 % | |||
| Cetera Investment Advisers | 3.884.835 $ | +1.933.740 $ | +99,1 % | 1.951.095 $ | +244.673 $ | +14,3 % | 1.706.422 $ | +333.503 $ | +24,3 % | |||
| PRINCIPAL SECURITIES, INC. | 3.833.395 $ | +1.949.329 $ | +103,5 % | 1.884.066 $ | +124.085 $ | +7,1 % | 1.759.981 $ | +165.074 $ | +10,4 % | |||
| Alchemi Wealth, LLC | 3.811.869 $ | +309.243 $ | +8,8 % | 3.502.626 $ | +239.926 $ | +7,4 % | 3.262.700 $ | |||||
| AlTi Global, Inc. | 3.747.028 $ | +76.655 $ | +2,1 % | 3.670.373 $ | +113.992 $ | +3,2 % | 3.556.381 $ | +433.048 $ | +13,9 % | |||
| Cambridge Investment Research Advisors, Inc. | 3.334.000 $ | +1.582.000 $ | +90,3 % | 1.752.000 $ | +523.000 $ | +42,6 % | 1.229.000 $ | +228.000 $ | +22,8 % | |||
| Kingsview Wealth Management, LLC | 3.196.396 $ | +161.607 $ | +5,3 % | 3.034.789 $ | +239.288 $ | +8,6 % | 2.795.501 $ | +116.902 $ | +4,4 % | |||
| Creative Planning | 3.086.809 $ | +143.203 $ | +4,9 % | 2.943.606 $ | +393.907 $ | +15,4 % | 2.549.699 $ | +109.543 $ | +4,5 % | |||
| Atria Investments, Inc | 1.015.252 $ | -1.849.163 $ | -64,6 % | 2.864.415 $ | +123.228 $ | +4,5 % | 2.741.187 $ | -165.714 $ | -5,7 % | 2.906.901 $ | -705.394 $ | -19,5 % |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2.836.658 $ | +119.836 $ | +4,4 % | 2.716.822 $ | +262.412 $ | +10,7 % | 2.454.410 $ | |||||
| Diversify Advisory Services, LLC | 2.836.658 $ | +119.836 $ | +4,4 % | 2.716.822 $ | +395.778 $ | +17,1 % | 2.321.044 $ | +127.299 $ | +5,8 % | |||
| OLD MISSION CAPITAL LLC | 2.670.714 $ | |||||||||||
| AQR CAPITAL MANAGEMENT LLC | 2.630.512 $ | +413.124 $ | +18,6 % | 2.217.388 $ | +263.807 $ | +13,5 % | 1.953.581 $ | +248.091 $ | +14,5 % | |||
| Daybright Advisory Services, Inc. | 2.545.111 $ | |||||||||||
| IFP Advisors, Inc | 2.544.688 $ | +151.764 $ | +6,3 % | 2.392.924 $ | +17.728 $ | +0,7 % | 2.375.196 $ | +2.278.518 $ | +2.356,8 % | 96.678 $ | +30.927 $ | +47,0 % |
| Western Wealth Management, LLC | 2.538.036 $ | +146.040 $ | +6,1 % | 2.391.996 $ | +111.807 $ | +4,9 % | 2.280.189 $ | +1.996.986 $ | +705,1 % | |||
| Rockefeller Capital Management L.P. | 2.505.409 $ | +108.910 $ | +4,5 % | 2.396.499 $ | +24.277 $ | +1,0 % | 2.372.222 $ | +26.925 $ | +1,1 % | |||
| Stonebridge Wealth Management, LLC | 2.402.142 $ | -43.825 $ | -1,8 % | 2.445.967 $ | +82.459 $ | +3,5 % | 2.363.508 $ | +79.973 $ | +3,5 % | 2.283.535 $ | -85.663 $ | -3,6 % |
| Stratos Investment Management, LLC | 2.435.797 $ | +97.884 $ | +4,2 % | 2.337.913 $ | +27.272 $ | +1,2 % | 2.310.641 $ | +77.657 $ | +3,5 % | |||
| MAGNOLIA CAPITAL ADVISORS LLC | 2.204.140 $ | +199.259 $ | +9,9 % | 2.004.881 $ | -230.410 $ | -10,3 % | 2.235.291 $ | +478.251 $ | +27,2 % | |||
| Contango Wealth Management LLC | 404.794 $ | -1.754.266 $ | -81,3 % | 2.159.060 $ | ||||||||
| Arax Advisory Partners | 2.054.861 $ | +1.992.795 $ | +3.210,8 % | 62.066 $ | +28.466 $ | +84,7 % | 33.600 $ | |||||
| Clark Capital Management Group, Inc. | 2.046.853 $ | |||||||||||
| IFS Advisors, LLC | 2.020.333 $ | |||||||||||
| Sage Mountain Advisors LLC | 1.746.285 $ | +85.268 $ | +5,1 % | 1.661.017 $ | +51.587 $ | +3,2 % | 1.609.430 $ | +78.446 $ | +5,1 % | |||
| Savant Capital, LLC | 1.644.784 $ | +922.798 $ | +127,8 % | 721.986 $ | -495.375 $ | -40,7 % | 1.217.361 $ | +234.528 $ | +23,9 % | |||
| LINCOLN CAPITAL CORP | 1.633.184 $ | +21.640 $ | +1,3 % | 1.611.544 $ | +78.994 $ | +5,2 % | 1.532.550 $ | +41.934 $ | +2,8 % | 1.490.616 $ | +34.740 $ | +2,4 % |
| Private Advisor Group, LLC | 1.621.277 $ | +1.195.356 $ | +280,7 % | 425.921 $ | +16.359 $ | +4,0 % | 409.562 $ | +134.814 $ | +49,1 % | |||
| Gallacher Capital Management LLC | 1.475.641 $ | -105.696 $ | -6,7 % | 1.581.337 $ | +110.179 $ | +7,5 % | 1.471.158 $ | +343.677 $ | +30,5 % | |||
| MAIMON WEALTH MANAGEMENT LTD. | 1.524.736 $ | +318.337 $ | +26,4 % | 1.206.399 $ | +210.743 $ | +21,2 % | 995.656 $ | |||||
| Independent Advisor Alliance | 1.496.312 $ | |||||||||||
| SHP Wealth Management | 1.442.611 $ | +744.370 $ | +106,6 % | 698.241 $ | ||||||||
| Bleakley Financial Group, LLC | 1.336.127 $ | +116.173 $ | +9,5 % | 1.219.954 $ | ||||||||
| LCW Services, LLC | 352.877 $ | -9.865 $ | -2,7 % | 362.742 $ | -56.078 $ | -13,4 % | 418.820 $ | -894.956 $ | -68,1 % | 1.313.776 $ | ||
| Armbruster Capital Management, Inc. | 1.211.054 $ | +7.854 $ | +0,7 % | 1.203.200 $ | -105.856 $ | -8,1 % | 1.309.056 $ | +71.800 $ | +5,8 % | 1.237.256 $ | +60.306 $ | +5,1 % |
| BFI Wealth Solutions, LLC | 1.234.660 $ | -54.256 $ | -4,2 % | 1.288.916 $ | +33.155 $ | +2,6 % | 1.255.761 $ | +64.680 $ | +5,4 % | 1.191.081 $ | ||
| LANDMARK WEALTH MANAGEMENT, INC. | 1.284.957 $ | +62.743 $ | +5,1 % | 1.222.214 $ | +37.959 $ | +3,2 % | 1.184.255 $ | +57.722 $ | +5,1 % | |||
| Edge Financial Advisors LLC | 1.261.366 $ | +64.118 $ | +5,4 % | |||||||||
| Sigma Planning Corp | 1.251.897 $ | +74.538 $ | +6,3 % | 1.177.359 $ | +120.211 $ | +11,4 % | 1.057.148 $ | +46.043 $ | +4,6 % | |||
| Wedmont Private Capital | 1.244.557 $ | -6.359 $ | -0,5 % | 1.250.916 $ | +11.115 $ | +0,9 % | 1.239.801 $ | +75.993 $ | +6,5 % | 1.163.808 $ | +67.361 $ | +6,1 % |
| CIBC WORLD MARKET INC. | 1.214.833 $ | +134.511 $ | +12,5 % | 1.080.322 $ | +335.024 $ | +45,0 % | 745.298 $ | +137.629 $ | +22,6 % | |||
| PARK AVENUE SECURITIES LLC | 1.153.000 $ | +595.000 $ | +106,6 % | 558.000 $ | +199.000 $ | +55,4 % | 359.000 $ | +17.000 $ | +5,0 % | |||
| Composition Wealth, LLC | 1.004.194 $ | -132.932 $ | -11,7 % | 1.137.126 $ | ||||||||
| Archer Investment Management, LLC | 469.935 $ | -59.104 $ | -11,2 % | 529.039 $ | +18.351 $ | +3,6 % | 510.688 $ | -598.105 $ | -53,9 % | 1.108.793 $ | +12.892 $ | +1,2 % |
| RITHOLTZ WEALTH MANAGEMENT | 1.105.412 $ | |||||||||||
| NewEdge Advisors, LLC | 1.086.231 $ | -5.054 $ | -0,5 % | 1.091.285 $ | +31.477 $ | +3,0 % | 1.059.808 $ | +197.436 $ | +22,9 % | |||
| ROYAL BANK OF CANADA | 1.038.000 $ | +76.000 $ | +7,9 % | 962.000 $ | +211.000 $ | +28,1 % | 751.000 $ | -355.000 $ | -32,1 % | |||
| FMR LLC | 1.022.150 $ | +32.780 $ | +3,3 % | 989.370 $ | +539.575 $ | +120,0 % | 449.795 $ | -22.454 $ | -4,8 % | |||
| Barnes Wealth Management Group, Inc | 914.266 $ | +175.390 $ | +23,7 % | 738.876 $ | +465.340 $ | +170,1 % | 273.536 $ | +5.575 $ | +2,1 % | |||
| J.W. COLE ADVISORS, INC. | 892.226 $ | +50.979 $ | +6,1 % | 841.247 $ | +114.424 $ | +15,7 % | 726.823 $ | +48.730 $ | +7,2 % | |||
| INDEPENDENT FINANCIAL GROUP, LLC | 847.072 $ | -5.467 $ | -0,6 % | |||||||||
| CAPTRUST FINANCIAL ADVISORS | 840.991 $ | +225.852 $ | +36,7 % | 615.139 $ | -20.231 $ | -3,2 % | 635.370 $ | +36.032 $ | +6,0 % | |||
| U.S. Capital Wealth Advisors, LLC | 833.939 $ | +29.109 $ | +3,6 % | 804.830 $ | +3.319 $ | +0,4 % | ||||||
| PARSONS CAPITAL MANAGEMENT INC/RI | 788.653 $ | +144.605 $ | +22,5 % | 644.048 $ | +131.365 $ | +25,6 % | 512.683 $ | +237.684 $ | +86,4 % | |||
| Baker Ellis Asset Management LLC | 348.160 $ | -138.840 $ | -28,5 % | 487.000 $ | -268.000 $ | -35,5 % | 755.000 $ | -225.343 $ | -23,0 % | |||
| Wealthspire Advisors, LLC | 734.637 $ | +218.114 $ | +42,2 % | 516.523 $ | +16.042 $ | +3,2 % | 500.481 $ | +27.987 $ | +5,9 % | |||
| Seascape Capital Management | 703.000 $ | +68.000 $ | +10,7 % | 635.000 $ | +60.000 $ | +10,4 % | 575.000 $ | -5.000 $ | -0,9 % | |||
| LexAurum Advisors, LLC | 686.932 $ | -9.863 $ | -1,4 % | 696.795 $ | +12.093 $ | +1,8 % | 684.702 $ | -47.412 $ | -6,5 % | |||
| Merit Financial Group, LLC | 661.503 $ | +62.624 $ | +10,5 % | 598.879 $ | +20.713 $ | +3,6 % | 578.166 $ | +35.774 $ | +6,6 % | |||
| MML INVESTORS SERVICES, LLC | 661.034 $ | +168.307 $ | +34,2 % | 492.727 $ | -21.423 $ | -4,2 % | 514.150 $ | +46.880 $ | +10,0 % | |||
| Ascent Wealth Partners, LLC | 658.842 $ | +32.170 $ | +5,1 % | 626.672 $ | +19.463 $ | +3,2 % | 607.209 $ | +29.597 $ | +5,1 % | |||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 646.665 $ | +8.569 $ | +1,3 % | 638.096 $ | +17.403 $ | +2,8 % | 620.693 $ | -30.783 $ | -4,7 % | 651.476 $ | -1.113.392 $ | -63,1 % |
| Beacon Pointe Advisors, LLC | 631.645 $ | +98.266 $ | +18,4 % | 533.379 $ | +16.566 $ | +3,2 % | 516.813 $ | +56.627 $ | +12,3 % | |||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 628.367 $ | +452.229 $ | +256,7 % | 176.138 $ | -88.527 $ | -33,4 % | 264.665 $ | -9.975 $ | -3,6 % | |||
| FIFTH THIRD BANCORP | 623.206 $ | +187.010 $ | +42,9 % | 436.196 $ | ||||||||
| Capital Advisors, Ltd. LLC | 583.000 $ | +21.000 $ | +3,7 % | 562.000 $ | -38.000 $ | -6,3 % | 600.000 $ | +102.000 $ | +20,5 % | |||
| Summit Financial, LLC | 460.595 $ | +22.490 $ | +5,1 % | 438.105 $ | -160.723 $ | -26,8 % | 598.828 $ | +29.188 $ | +5,1 % | |||
| ASSETMARK, INC | 109.337 $ | +84.147 $ | +334,0 % | 25.190 $ | -20.004 $ | -44,3 % | 45.194 $ | -516.262 $ | -92,0 % | 561.456 $ | +557.829 $ | +15.379,9 % |
| Versant Capital Management, Inc | 559.928 $ | +387.609 $ | +224,9 % | 172.319 $ | +8.414 $ | +5,1 % | 163.905 $ | -4.158 $ | -2,5 % | 168.063 $ | +8.192 $ | +5,1 % |
| HB Wealth Management, LLC | 524.370 $ | +25.604 $ | +5,1 % | 498.766 $ | -58.160 $ | -10,4 % | 556.926 $ | -92.578 $ | -14,3 % | |||
| Foster Victor Wealth Advisors, LLC | 539.989 $ | -917 $ | -0,2 % | 540.906 $ | -2.750 $ | -0,5 % | 543.656 $ | +27.205 $ | +5,3 % | 516.451 $ | +25.292 $ | +5,1 % |
| HORAN Wealth, LLC | 543.294 $ | +33.785 $ | +6,6 % | 509.509 $ | +8.037 $ | +1,6 % | 501.472 $ | +24.443 $ | +5,1 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 276.561 $ | +5.073 $ | +1,9 % | 271.488 $ | -11.844 $ | -4,2 % | 283.332 $ | -247.904 $ | -46,7 % | 531.236 $ | +26.248 $ | +5,2 % |
| SUMMIT WEALTH GROUP LLC / CO | 528.138 $ | +26.099 $ | +5,2 % | 502.039 $ | -10.568 $ | -2,1 % | 512.607 $ | |||||
| Inspire Advisors, LLC | 471.798 $ | -30.054 $ | -6,0 % | 501.852 $ | ||||||||
| Aptus Capital Advisors, LLC | 466.616 $ | +32.446 $ | +7,5 % | 434.170 $ | +15.372 $ | +3,7 % | 418.798 $ | +20.484 $ | +5,1 % | |||
| FLOW TRADERS U.S. LLC | 458.000 $ | |||||||||||
| Blueprint Investment Partners LLC | 448.040 $ | +13.915 $ | +3,2 % | 434.125 $ | +21.160 $ | +5,1 % | ||||||
| Wescott Financial Advisory Group, LLC | 418.136 $ | +21.233 $ | +5,3 % | 396.903 $ | +20.330 $ | +5,4 % | 376.573 $ | -10.034 $ | -2,6 % | |||
| Rockwood Wealth Management, LLC | 409.600 $ | +20.000 $ | +5,1 % | 389.600 $ | +12.100 $ | +3,2 % | 377.500 $ | +18.400 $ | +5,1 % | |||
| ForthRight Wealth Management, LLC | 407.962 $ | +29.232 $ | +7,7 % | 378.730 $ | +21.653 $ | +6,1 % | 357.077 $ | +2.573 $ | +0,7 % | |||
| Orgel Wealth Management, LLC | 392.062 $ | +5.194 $ | +1,3 % | 386.868 $ | +45.500 $ | +13,3 % | 341.368 $ | +10.602 $ | +3,2 % | 330.766 $ | +16.122 $ | +5,1 % |
| Snowden Capital Advisors LLC | 390.554 $ | +17.239 $ | +4,6 % | 373.315 $ | +11.594 $ | +3,2 % | 361.721 $ | +3.267 $ | +0,9 % | |||
| NATIONAL BANK OF CANADA /FI/ | 383.233 $ | +57.756 $ | +17,7 % | 325.477 $ | +96.659 $ | +42,2 % | 228.818 $ | +11.096 $ | +5,1 % | |||
| TUCKER ASSET MANAGEMENT LLC | 206.561 $ | +7.709 $ | +3,9 % | 198.852 $ | -159.282 $ | -44,5 % | 358.134 $ | +15.409 $ | +4,5 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 345.639 $ | +125.632 $ | +57,1 % | 220.007 $ | +1.132 $ | +0,5 % | 218.875 $ | +15.193 $ | +7,5 % | |||
| SageView Advisory Group, LLC | 343.737 $ | +20.860 $ | +6,5 % | 322.877 $ | +8.933 $ | +2,8 % | 313.944 $ | +18.564 $ | +6,3 % | |||
| Dala Group, LLC | 335.258 $ | +16.370 $ | +5,1 % | 318.888 $ | +9.904 $ | +3,2 % | 308.984 $ | |||||
| Vanguard Personalized Indexing Management, LLC | 334.880 $ | -6.104 $ | -1,8 % | |||||||||
| Lynx Investment Advisory | 334.729 $ | |||||||||||
| Sovran Advisors, LLC | 322.029 $ | +19.597 $ | +6,5 % | 302.432 $ | +26.103 $ | +9,4 % | 276.329 $ | +30.884 $ | +12,6 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 317.641 $ | -163.338 $ | -34,0 % | |||||||||
| WETZEL INVESTMENT ADVISORS, INC. | 214.358 $ | +6.978 $ | +3,4 % | 207.380 $ | -63.896 $ | -23,6 % | 271.276 $ | -38.913 $ | -12,5 % | 310.189 $ | +23.225 $ | +8,1 % |
| EP Wealth Advisors, LLC | 305.038 $ | +23.934 $ | +8,5 % | 281.104 $ | +1.331 $ | +0,5 % | 279.773 $ | |||||
| Focus Advisor Solutions, LLC | 289.935 $ | +15.395 $ | +5,6 % | 274.540 $ | +8.527 $ | +3,2 % | 266.013 $ | |||||
| XML Financial, LLC | 283.116 $ | |||||||||||
| Magnus Financial Group LLC | 277.676 $ | +55.084 $ | +24,7 % | 222.592 $ | +7.767 $ | +3,6 % | 214.825 $ | |||||
| Capital Investment Advisory Services, LLC | 269.312 $ | -4.499 $ | -1,6 % | 273.811 $ | +5.446 $ | +2,0 % | 268.365 $ | -5.592 $ | -2,0 % | |||
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 261.120 $ | +12.750 $ | +5,1 % | 248.370 $ | ||||||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 257.212 $ | +13.280 $ | +5,4 % | 243.932 $ | +7.576 $ | +3,2 % | 236.356 $ | +16.946 $ | +7,7 % | |||
| D.A. DAVIDSON & CO. | 257.065 $ | +12.552 $ | +5,1 % | 244.513 $ | +26.469 $ | +12,1 % | 218.044 $ | |||||
| BlackRock, Inc. | 245.288 $ | +61.652 $ | +33,6 % | 183.636 $ | +5.703 $ | +3,2 % | 177.933 $ | |||||
| Wealthcare Advisory Partners LLC | 239.275 $ | +3.170 $ | +1,3 % | 236.105 $ | +12.493 $ | +5,6 % | 223.612 $ | +6.945 $ | +3,2 % | 216.667 $ | +11.262 $ | +5,5 % |
| OpenArc Corporate Advisory, LLC | 238.007 $ | |||||||||||
| Advisory Services Network, LLC | 213.606 $ | +10.430 $ | +5,1 % | 203.176 $ | -12.284 $ | -5,7 % | ||||||
| Privatperson | 212.946 $ | +2.821 $ | +1,3 % | 210.125 $ | +10.260 $ | +5,1 % | 199.865 $ | +6.207 $ | +3,2 % | 193.658 $ | +9.440 $ | +5,1 % |
| MBE Wealth Management, LLC | 211.817 $ | +11.523 $ | +5,8 % | 200.294 $ | ||||||||
| Mendel Capital Management LLC | 207.983 $ | |||||||||||
| Schrum Private Wealth Management LLC | 207.652 $ | +6.449 $ | +3,2 % | 201.203 $ | ||||||||
| LIFELONG WEALTH ADVISORS, INC. | 200.452 $ | |||||||||||
| Parkside Financial Bank & Trust | 135.373 $ | +961 $ | +0,7 % | 134.412 $ | +4.174 $ | +3,2 % | 130.238 $ | +6.348 $ | +5,1 % | |||
| Destiny Wealth Partners, LLC | 130.126 $ | |||||||||||
| 10Elms LLP | 102.529 $ | +20.100 $ | +24,4 % | 82.429 $ | +4.324 $ | +5,5 % | 78.105 $ | +3.807 $ | +5,1 % | |||
| US BANCORP \DE\ | 55.992 $ | +11.500 $ | +25,8 % | 44.492 $ | -47.694 $ | -51,7 % | 92.186 $ | -35.007 $ | -27,5 % | |||
| Global Retirement Partners, LLC | 71.311 $ | -6.567 $ | -8,4 % | 77.878 $ | +11.193 $ | +16,8 % | ||||||
| Allworth Financial LP | 66.741 $ | +3.266 $ | +5,1 % | 63.475 $ | -13.808 $ | -17,9 % | 77.283 $ | +3.749 $ | +5,1 % | |||
| IFG Advisory, LLC | 66.355 $ | |||||||||||
| Russell Investments Group, Ltd. | 62.122 $ | +12.389 $ | +24,9 % | 49.733 $ | -12.299 $ | -19,8 % | 62.032 $ | +4.836 $ | +8,5 % | |||
| PRIVATE TRUST CO NA | 60.702 $ | +48.924 $ | +415,4 % | |||||||||
| Buck Wealth Strategies, LLC | 56.197 $ | |||||||||||
| MASECO LLP | 53.485 $ | |||||||||||
| CENTRAL TRUST Co | 42.845 $ | +2.092 $ | +5,1 % | 40.753 $ | +1.266 $ | +3,2 % | 39.487 $ | +1.925 $ | +5,1 % | |||
| GAMMA Investing LLC | 41.759 $ | +553 $ | +1,3 % | 41.206 $ | +2.012 $ | +5,1 % | 39.194 $ | +1.217 $ | +3,2 % | 37.977 $ | +1.852 $ | +5,1 % |
| Stone House Investment Management, LLC | 41.648 $ | +1.293 $ | +3,2 % | 40.355 $ | +1.967 $ | +5,1 % | ||||||
| Strategic Wealth Partners, Ltd. | 39.854 $ | +1.829 $ | +4,8 % | 38.025 $ | +1.181 $ | +3,2 % | 36.844 $ | +1.796 $ | +5,1 % | |||
| Root Financial Partners, LLC | 38.089 $ | +314 $ | +0,8 % | 37.775 $ | +1.173 $ | +3,2 % | 36.602 $ | +1.784 $ | +5,1 % | |||
| Harbor Asset Planning, Inc. | 36.337 $ | |||||||||||
| BankChampaign, National Association | 36.278 $ | |||||||||||
| Operose Advisors LLC | 32.768 $ | +1.600 $ | +5,1 % | 31.168 $ | +968 $ | +3,2 % | 30.200 $ | -60.688 $ | -66,8 % | |||
| Johnson Financial Group, Inc. | 32.176 $ | |||||||||||
| Legacy Wealth Managment, LLC/ID | 30.818 $ | +29.383 $ | +2.047,6 % | 1.435 $ | ||||||||
| Larson Financial Group LLC | 29.713 $ | |||||||||||
| WHITTIER TRUST CO OF NEVADA INC | 28.854 $ | +15.018 $ | +108,5 % | 13.836 $ | ||||||||
| Monetary Solutions, Ltd | 27.853 $ | +369 $ | +1,3 % | 27.484 $ | ||||||||
| TD Waterhouse Canada Inc. | 27.605 $ | |||||||||||
| VANGUARD ADVISERS INC | 27.362 $ | +17.310 $ | +172,2 % | 10.052 $ | ||||||||
| Signature Resources Capital Management, LLC | 25.321 $ | +335 $ | +1,3 % | 24.986 $ | +1.220 $ | +5,1 % | 23.766 $ | +738 $ | +3,2 % | 23.028 $ | +1.123 $ | +5,1 % |
| Ancora Advisors LLC | 23.060 $ | +1.126 $ | +5,1 % | 21.934 $ | +681 $ | +3,2 % | 21.253 $ | +1.036 $ | +5,1 % | |||
| Bell Investment Advisors, Inc | 21.547 $ | +1.404 $ | +7,0 % | 20.143 $ | ||||||||
| Colonial Trust Advisors | 21.299 $ | +1.040 $ | +5,1 % | 20.259 $ | +629 $ | +3,2 % | 19.630 $ | +957 $ | +5,1 % | |||
| Pflug Koory, LLC | 21.129 $ | +1.378 $ | +7,0 % | 19.751 $ | +613 $ | +3,2 % | 19.138 $ | +1.183 $ | +6,6 % | |||
| Blue Trust, Inc. | 13.844 $ | +676 $ | +5,1 % | 13.168 $ | -7.632 $ | -36,7 % | 20.800 $ | +8.662 $ | +71,4 % | |||
| PNC FINANCIAL SERVICES GROUP, INC. | 20.480 $ | +1.000 $ | +5,1 % | 19.480 $ | ||||||||
| 1620 INVESTMENT ADVISORS, INC. | 20.275 $ | |||||||||||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 18.842 $ | +286 $ | +1,5 % | 18.556 $ | +1.191 $ | +6,9 % | 17.365 $ | +846 $ | +5,1 % | |||
| BLAIR WILLIAM & CO/IL | 16.930 $ | +3.294 $ | +24,2 % | 13.636 $ | +9.861 $ | +261,2 % | 3.775 $ | +184 $ | +5,1 % | |||
| Smartleaf Asset Management LLC | 16.560 $ | +1.239 $ | +8,1 % | 15.321 $ | -1.090 $ | -6,6 % | 16.411 $ | +914 $ | +5,9 % | |||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 13.792 $ | |||||||||||
| MAI Capital Management | 13.636 $ | +1.367 $ | +11,1 % | 12.269 $ | +598 $ | +5,1 % | ||||||
| Sunbelt Securities, Inc. | 12.779 $ | +6.815 $ | +114,3 % | 5.964 $ | +290 $ | +5,1 % | ||||||
| AMERIFLEX GROUP, INC. | 11.688 $ | |||||||||||
| Wagner Wealth Management, LLC | 6.979 $ | |||||||||||
| Atomic Invest LLC | 6.719 $ | +505 $ | +8,1 % | 6.214 $ | ||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 6.682 $ | |||||||||||
| HighMark Wealth Management LLC | 6.401 $ | +417 $ | +7,0 % | 5.984 $ | +185 $ | +3,2 % | 5.799 $ | +359 $ | +6,6 % | |||
| Geneos Wealth Management Inc. | 6.349 $ | |||||||||||
| Ashton Thomas Private Wealth, LLC | 5.284 $ | |||||||||||
| Piscataqua Savings Bank | 4.772 $ | +63 $ | +1,3 % | 4.709 $ | ||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4.225 $ | +274 $ | +6,9 % | 3.951 $ | +123 $ | +3,2 % | 3.828 $ | |||||
| COUNTRY TRUST BANK | 2.949 $ | |||||||||||
| TSFG, LLC | 2.000 $ | |||||||||||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1.948 $ | |||||||||||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1.321 $ | +64 $ | +5,1 % | |||||||||
| HARBOUR INVESTMENTS, INC. | 1.229 $ | +60 $ | +5,1 % | 1.169 $ | +36 $ | +3,2 % | 1.133 $ | +56 $ | +5,2 % | |||
| AE Wealth Management LLC | 451 $ | -562 $ | -55,5 % | 1.013 $ | +69 $ | +7,3 % | 944 $ | +46 $ | +5,1 % | |||
| Total | 338.076.872 $ | +5.081.060 $ | +14,2 % | 3.168.840.669 $ | +305.770.226 $ | +43,4 % | 2.853.638.987 $ | +131.731.665 $ | +54,6 % | 2.688.539.072 $ | +222.192.927 $ | +115,9 % |