| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 691.598.385 $ | -48.474.468 $ | +109,0 % | 2.245.714.223 $ | +63.616.745 $ | +7,0 % | 2.187.552.277 $ | +95.129.111 $ | +56,3 % | 2.079.055.880 $ | +133.607.345 $ | +54,9 % |
| MORGAN STANLEY | 476.153.690 $ | +8.350.842 $ | +1,8 % | 467.802.848 $ | +24.127.793 $ | +5,4 % | 443.675.055 $ | +46.020.849 $ | +11,6 % | |||
| UBS Group AG | 198.568.302 $ | +7.704.002 $ | +4,0 % | 190.864.300 $ | +11.904.873 $ | +6,7 % | 178.959.427 $ | +4.003.002 $ | +2,3 % | |||
| LPL Financial LLC | 174.859.026 $ | -22.009.496 $ | -11,2 % | 196.868.522 $ | +7.794.563 $ | +4,1 % | 189.073.959 $ | +1.140.230 $ | +0,6 % | 187.933.729 $ | +14.319.884 $ | +8,2 % |
| ROYAL BANK OF CANADA | 119.444.000 $ | +6.585.000 $ | +5,8 % | 112.859.000 $ | +3.279.000 $ | +3,0 % | 109.580.000 $ | +8.638.000 $ | +8,6 % | |||
| BANK OF AMERICA CORP /DE/ | 116.014.330 $ | +1.684.659 $ | +1,5 % | 114.329.671 $ | +24.116.876 $ | +26,7 % | 90.212.795 $ | +2.240.062 $ | +2,5 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 82.272.023 $ | +12.197.438 $ | +17,4 % | 70.074.585 $ | -3.526.143 $ | -4,8 % | 73.600.728 $ | +4.618.762 $ | +6,7 % | |||
| NewEdge Advisors, LLC | 46.349.595 $ | +1.873.426 $ | +4,2 % | 44.476.169 $ | -12.580.555 $ | -22,0 % | 57.056.724 $ | +7.006.388 $ | +14,0 % | |||
| Cetera Investment Advisers | 53.340.293 $ | +4.563.861 $ | +9,4 % | 48.776.432 $ | +3.172.151 $ | +7,0 % | 45.604.281 $ | +5.412.886 $ | +13,5 % | |||
| RAYMOND JAMES FINANCIAL INC | 47.349.045 $ | -2.967.914 $ | -5,9 % | 50.316.959 $ | +9.162.336 $ | +22,3 % | 41.154.623 $ | +4.338.449 $ | +11,8 % | |||
| SMITH CHAS P & ASSOCIATES PA CPAS | 44.684.216 $ | -1.109.334 $ | -2,4 % | 45.793.550 $ | -277.022 $ | -0,6 % | 46.070.572 $ | -86.557 $ | -0,2 % | 46.157.129 $ | +19.261.494 $ | +71,6 % |
| TRUIST FINANCIAL CORP | 35.965.205 $ | -6.122.631 $ | -14,5 % | 42.087.836 $ | +4.162.722 $ | +11,0 % | 37.925.114 $ | +1.492.871 $ | +4,1 % | 36.432.243 $ | +820.374 $ | +2,3 % |
| JANE STREET GROUP, LLC | 5.605.584 $ | -32.634.673 $ | -85,3 % | 38.240.257 $ | +32.518.944 $ | +568,4 % | 5.721.313 $ | -544.743 $ | -8,7 % | |||
| Montis Financial, LLC | 35.704.323 $ | -1.021.095 $ | -2,8 % | 36.725.418 $ | +2.205.966 $ | +6,4 % | 34.519.452 $ | +869.536 $ | +2,6 % | 33.649.916 $ | +3.313.551 $ | +10,9 % |
| Merit Financial Group, LLC | 2.911.809 $ | -468.611 $ | -13,9 % | 3.380.420 $ | -6.000.022 $ | -64,0 % | 9.380.442 $ | -26.546.137 $ | -73,9 % | 35.926.579 $ | +3.942.332 $ | +12,3 % |
| Cambridge Investment Research Advisors, Inc. | 10.398.000 $ | -20.018.000 $ | -65,8 % | 30.416.000 $ | +16.767.000 $ | +122,8 % | 13.649.000 $ | -13.490.000 $ | -49,7 % | 27.139.000 $ | -48.000 $ | -0,2 % |
| OSAIC HOLDINGS, INC. | 29.474.658 $ | +3.695.397 $ | +14,3 % | 25.779.261 $ | +3.801.519 $ | +17,3 % | 21.977.742 $ | +1.017.686 $ | +4,9 % | |||
| Legacy Edge Advisors, LLC | 25.110.399 $ | +783.911 $ | +3,2 % | 24.326.488 $ | +1.254.504 $ | +5,4 % | 23.071.984 $ | +1.292.568 $ | +5,9 % | 21.779.416 $ | +1.532.315 $ | +7,6 % |
| FUKOKU MUTUAL LIFE INSURANCE CO | 24.286.110 $ | +365.110 $ | +1,5 % | 23.921.000 $ | -491.010 $ | -2,0 % | 24.412.010 $ | +62.950 $ | +0,3 % | |||
| Prospera Financial Services Inc | 14.889.051 $ | -7.605.147 $ | -33,8 % | 22.494.198 $ | -20.978 $ | -0,1 % | 22.515.176 $ | +1.559.281 $ | +7,4 % | 20.955.895 $ | +1.216.661 $ | +6,2 % |
| Annex Advisory Services, LLC | 22.444.527 $ | +334.155 $ | +1,5 % | 22.110.372 $ | +2.625.546 $ | +13,5 % | 19.484.826 $ | +632.350 $ | +3,4 % | 18.852.476 $ | +1.377.931 $ | +7,9 % |
| Ferguson Shapiro LLC | 20.848.846 $ | +787.701 $ | +3,9 % | 20.061.145 $ | +2.166.242 $ | +12,1 % | 17.894.903 $ | +10.284.154 $ | +135,1 % | 7.610.749 $ | ||
| CITIZENS FINANCIAL GROUP INC/RI | 17.581.611 $ | -1.660.842 $ | -8,6 % | 19.242.453 $ | +317.793 $ | +1,7 % | 18.924.660 $ | +144.981 $ | +0,8 % | 18.779.679 $ | +35.110 $ | +0,2 % |
| Baird Financial Group, Inc. | 14.133.945 $ | -2.791.780 $ | -16,5 % | 16.925.725 $ | +225.359 $ | +1,3 % | 16.700.366 $ | -3.119.796 $ | -15,7 % | |||
| Per Stirling Capital Management, LLC. | 16.245.354 $ | +1.120.982 $ | +7,4 % | 15.124.372 $ | -1.133.309 $ | -7,0 % | 16.257.681 $ | +843.889 $ | +5,5 % | |||
| Magnus Financial Group LLC | 14.779.501 $ | +354.706 $ | +2,5 % | 14.424.795 $ | +1.680.299 $ | +13,2 % | 12.744.496 $ | +794.791 $ | +6,7 % | 11.949.705 $ | +383.797 $ | +3,3 % |
| FIRST TRUST ADVISORS LP | 14.046.619 $ | +594.245 $ | +4,4 % | 13.452.374 $ | +1.531.146 $ | +12,8 % | 11.921.228 $ | +1.157.437 $ | +10,8 % | |||
| INTEGRAL INVESTMENT ADVISORS, INC. | 13.516.647 $ | -374.850 $ | -2,7 % | 13.891.497 $ | +606.563 $ | +4,6 % | 13.284.934 $ | -4.093 $ | -0,0 % | 13.289.027 $ | +421.459 $ | +3,3 % |
| WELLS FARGO & COMPANY/MN | 13.299.799 $ | +2.808.164 $ | +26,8 % | 10.491.635 $ | -265.199 $ | -2,5 % | 10.756.834 $ | +725.868 $ | +7,2 % | |||
| Concurrent Investment Advisors, LLC | 6.703.662 $ | -6.494.333 $ | -49,2 % | 13.197.995 $ | +5.394.386 $ | +69,1 % | 7.803.609 $ | +7.193.294 $ | +1.178,6 % | 610.315 $ | +164.484 $ | +36,9 % |
| Janney Montgomery Scott LLC | 13.183.000 $ | +8.346.000 $ | +172,5 % | 4.837.000 $ | -6.077.000 $ | -55,7 % | 10.914.000 $ | +654.000 $ | +6,4 % | |||
| HighTower Advisors, LLC | 13.051.095 $ | +1.358.025 $ | +11,6 % | 11.693.070 $ | +2.524.594 $ | +27,5 % | 9.168.476 $ | +3.037.778 $ | +49,6 % | |||
| RiverFront Investment Group, LLC | 12.933.505 $ | -56.423 $ | -0,4 % | 12.989.928 $ | +126.564 $ | +1,0 % | 12.863.364 $ | +578.293 $ | +4,7 % | |||
| Essex LLC | 11.825.234 $ | -670.886 $ | -5,4 % | 12.496.120 $ | +225.327 $ | +1,8 % | 12.270.793 $ | -182.592 $ | -1,5 % | 12.453.385 $ | -660.798 $ | -5,0 % |
| FIDUCIARY FINANCIAL ADVISORS | 12.292.290 $ | |||||||||||
| Marshall Financial Group, LLC | 11.291.219 $ | +2.096.470 $ | +22,8 % | 9.194.749 $ | +8.966.645 $ | +3.930,9 % | 228.104 $ | +375 $ | +0,2 % | |||
| Csenge Advisory Group | 11.277.916 $ | +4.192.946 $ | +59,2 % | 7.084.970 $ | +5.356.823 $ | +310,0 % | ||||||
| McAdam, LLC | 9.117.997 $ | -1.280.881 $ | -12,3 % | 10.398.878 $ | +5.678.728 $ | +120,3 % | 4.720.150 $ | +469.599 $ | +11,0 % | 4.250.551 $ | +1.106.184 $ | +35,2 % |
| PARK NATIONAL CORP /OH/ | 9.800.030 $ | +1.044.993 $ | +11,9 % | 8.755.037 $ | +6.174.172 $ | +239,2 % | 2.580.865 $ | +352.178 $ | +15,8 % | 2.228.687 $ | +456.273 $ | +25,7 % |
| Geneos Wealth Management Inc. | 9.643.646 $ | +365.393 $ | +3,9 % | 9.278.253 $ | +2.685.278 $ | +40,7 % | 6.592.975 $ | +3.644 $ | +0,1 % | |||
| Composition Wealth, LLC | 2.331.535 $ | -5.617.027 $ | -70,7 % | 7.948.562 $ | -1.160.449 $ | -12,7 % | 9.109.011 $ | -514.442 $ | -5,3 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 7.122.170 $ | -1.407.400 $ | -16,5 % | 8.529.570 $ | +467.633 $ | +5,8 % | 8.061.937 $ | -827.233 $ | -9,3 % | 8.889.170 $ | +1.238.170 $ | +16,2 % |
| Legacy CG, LLC | 8.726.158 $ | +397.353 $ | +4,8 % | 8.328.805 $ | +431.417 $ | +5,5 % | 7.897.388 $ | |||||
| ADAMSBROWN WEALTH CONSULTANTS LLC | 5.035.632 $ | -334.650 $ | -6,2 % | 5.370.282 $ | -3.275.591 $ | -37,9 % | 8.645.873 $ | +13.385 $ | +0,2 % | 8.632.488 $ | +191.933 $ | +2,3 % |
| JPMORGAN CHASE & CO | 7.746.225 $ | -112.846 $ | -1,4 % | 7.859.071 $ | -681.642 $ | -8,0 % | 8.540.713 $ | -5.707.373 $ | -40,1 % | |||
| STIFEL FINANCIAL CORP | 7.470.320 $ | -684.573 $ | -8,4 % | 8.154.893 $ | +588.768 $ | +7,8 % | 7.566.125 $ | -187.316 $ | -2,4 % | |||
| Golden State Wealth Management, LLC | 6.970.700 $ | +992.493 $ | +16,6 % | 5.978.207 $ | +624.304 $ | +11,7 % | 5.353.903 $ | -2.587.328 $ | -32,6 % | 7.941.231 $ | +55.186 $ | +0,7 % |
| Rockefeller Capital Management L.P. | 7.699.011 $ | +664.532 $ | +9,4 % | 7.034.479 $ | -881.516 $ | -11,1 % | 7.915.995 $ | +3.084.935 $ | +63,9 % | |||
| Independent Advisor Alliance | 7.768.965 $ | |||||||||||
| Key FInancial Inc | 6.511.016 $ | -592.893 $ | -8,3 % | 7.103.909 $ | -411.484 $ | -5,5 % | 7.515.393 $ | -218.754 $ | -2,8 % | 7.734.147 $ | -410.268 $ | -5,0 % |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 6.866.265 $ | -685.276 $ | -9,1 % | 7.551.541 $ | +276.436 $ | +3,8 % | 7.275.105 $ | +5.102.612 $ | +234,9 % | 2.172.493 $ | +89.692 $ | +4,3 % |
| Westview Management dba Westview Investment Advisors | 6.629.220 $ | -116.434 $ | -1,7 % | 6.745.654 $ | -734.527 $ | -9,8 % | 7.480.181 $ | |||||
| Seascape Capital Management | 7.362.000 $ | +591.000 $ | +8,7 % | 6.771.000 $ | -44.000 $ | -0,6 % | 6.815.000 $ | |||||
| Treasure Coast Financial Planning | 7.290.336 $ | +6.443.774 $ | +761,2 % | 846.562 $ | ||||||||
| Elevated Capital Advisors, LLC | 6.957.851 $ | -282.940 $ | -3,9 % | 7.240.791 $ | +215.015 $ | +3,1 % | 7.025.776 $ | +5.124 $ | +0,1 % | 7.020.652 $ | +88.851 $ | +1,3 % |
| CWM, LLC | 7.128.481 $ | +1.351.481 $ | +23,4 % | 5.777.000 $ | +16.000 $ | +0,3 % | ||||||
| Kingsview Wealth Management, LLC | 3.511.320 $ | -3.574.806 $ | -50,4 % | 7.086.126 $ | +197.266 $ | +2,9 % | 6.888.860 $ | +630.784 $ | +10,1 % | |||
| Hennion & Walsh Asset Management, Inc. | 6.850.273 $ | -211.725 $ | -3,0 % | 7.061.998 $ | +1.092.241 $ | +18,3 % | 5.969.757 $ | +934.963 $ | +18,6 % | 5.034.794 $ | +1.841.200 $ | +57,7 % |
| Ocean Park Asset Management, LLC | 6.893.145 $ | +17.775 $ | +0,3 % | |||||||||
| Elequin Capital, LP | 2.875.618 $ | -3.831.124 $ | -57,1 % | 6.706.742 $ | +6.513.318 $ | +3.367,4 % | 193.424 $ | +2.832 $ | +1,5 % | |||
| MGO ONE SEVEN LLC | 6.600.216 $ | +5.051.316 $ | +326,1 % | 1.548.900 $ | -376.209 $ | -19,5 % | 1.925.109 $ | +171.152 $ | +9,8 % | 1.753.957 $ | +296.953 $ | +20,4 % |
| Euro Pacific Asset Management, LLC | 6.355.983 $ | +3.138.983 $ | +97,6 % | 3.217.000 $ | -94.000 $ | -2,8 % | 3.311.000 $ | -238.000 $ | -6,7 % | 3.549.000 $ | +352.000 $ | +11,0 % |
| J.W. COLE ADVISORS, INC. | 6.166.350 $ | +82.154 $ | +1,4 % | 6.084.196 $ | +4.578.045 $ | +304,0 % | 1.506.151 $ | -3.030.672 $ | -66,8 % | 4.536.823 $ | -1.418.602 $ | -23,8 % |
| Indivisible Partners | 6.099.906 $ | |||||||||||
| HRT FINANCIAL LP | 6.024.000 $ | |||||||||||
| Citizens Business Bank | 5.883.240 $ | +74.523 $ | +1,3 % | 5.808.717 $ | -264.124 $ | -4,3 % | ||||||
| VISTA INVESTMENT MANAGEMENT | 5.704.238 $ | +390.364 $ | +7,3 % | 5.313.874 $ | -13.758 $ | -0,3 % | 5.327.632 $ | +144.400 $ | +2,8 % | |||
| Almanack Investment Partners, LLC. | 5.555.197 $ | +440.355 $ | +8,6 % | |||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.512.483 $ | -3.997.399 $ | -72,5 % | 5.509.882 $ | +4.391.525 $ | +392,7 % | 1.118.357 $ | -1.512.249 $ | -57,5 % | |||
| Redhawk Wealth Advisors, Inc. | 1.032.410 $ | -130.512 $ | -11,2 % | 1.162.922 $ | +205.320 $ | +21,4 % | 957.602 $ | -4.540.058 $ | -82,6 % | 5.497.660 $ | -4.674.567 $ | -46,0 % |
| Nicht ausgewiesen | 5.478.317 $ | +356.759 $ | +7,0 % | 5.121.558 $ | +385.268 $ | +8,1 % | 4.736.290 $ | +276.903 $ | +6,2 % | |||
| Synergy Investment Management, LLC | 5.446.359 $ | +1.489.063 $ | +37,6 % | 3.957.296 $ | +118.931 $ | +3,1 % | 3.838.365 $ | +53.863 $ | +1,4 % | |||
| Westside Investment Management, Inc. | 4.997.471 $ | -184.617 $ | -3,6 % | 5.182.088 $ | -27.750 $ | -0,5 % | 5.209.838 $ | -76.678 $ | -1,5 % | 5.286.516 $ | -131.066 $ | -2,4 % |
| Mariner, LLC | 2.722.873 $ | -2.336.717 $ | -46,2 % | 5.059.590 $ | +1.941.530 $ | +62,3 % | 3.118.060 $ | +199.406 $ | +6,8 % | |||
| GUGGENHEIM CAPITAL LLC | 4.628.224 $ | -114.839 $ | -2,4 % | 4.743.063 $ | -102.335 $ | -2,1 % | 4.845.398 $ | -131.385 $ | -2,6 % | |||
| Private Advisor Group, LLC | 4.355.445 $ | +710.164 $ | +19,5 % | 3.645.281 $ | -958.577 $ | -20,8 % | 4.603.858 $ | +658.130 $ | +16,7 % | |||
| Private Advisory Group LLC | 4.398.627 $ | +3.841.666 $ | +689,8 % | 556.961 $ | ||||||||
| BENJAMIN EDWARDS INC | 4.352.026 $ | +374.896 $ | +9,4 % | 3.977.130 $ | +1.227.932 $ | +44,7 % | 2.749.198 $ | +206.441 $ | +8,1 % | |||
| OLD MISSION CAPITAL LLC | 4.026.882 $ | +880.246 $ | +28,0 % | 3.146.636 $ | -1.421.877 $ | -31,1 % | ||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.013.016 $ | +1.854.591 $ | +85,9 % | 2.158.425 $ | +218.030 $ | +11,2 % | 1.940.395 $ | +188.280 $ | +10,7 % | |||
| VICTORY FINANCIAL GROUP, LLC | 3.998.112 $ | +71.143 $ | +1,8 % | 3.926.969 $ | +394.140 $ | +11,2 % | 3.532.829 $ | +171.546 $ | +5,1 % | 3.361.283 $ | +161.905 $ | +5,1 % |
| Cerity Partners LLC | 3.811.693 $ | +93.706 $ | +2,5 % | 3.717.987 $ | +1.903.692 $ | +104,9 % | 1.814.295 $ | +126.941 $ | +7,5 % | |||
| Vise Technologies, Inc. | 3.754.542 $ | |||||||||||
| Ignite Planners, LLC | 3.718.186 $ | +39.405 $ | +1,1 % | 3.678.781 $ | +751.541 $ | +25,7 % | 2.927.240 $ | -64.688 $ | -2,2 % | 2.991.928 $ | +410.971 $ | +15,9 % |
| VAQUERO PRIVATE WEALTH, LTD | 3.511.513 $ | +717.922 $ | +25,7 % | 2.793.591 $ | ||||||||
| Synergy Asset Management, LLC | 3.438.778 $ | -4.275.688 $ | -55,4 % | |||||||||
| Collaborative Wealth Managment Inc. | 238.428 $ | -89.714 $ | -27,3 % | 328.142 $ | -159.373 $ | -32,7 % | 487.515 $ | -2.719.002 $ | -84,8 % | 3.206.517 $ | +1.473.919 $ | +85,1 % |
| AllGen Financial Advisors, Inc. | 3.196.059 $ | |||||||||||
| CITADEL ADVISORS LLC | 1.869.085 $ | -1.320.268 $ | -41,4 % | 3.189.353 $ | +2.500.620 $ | +363,1 % | 688.733 $ | +128.376 $ | +22,9 % | |||
| Econ Financial Services Corp | 3.088.599 $ | |||||||||||
| RFG Advisory, LLC | 2.606.505 $ | -461.543 $ | -15,0 % | 3.068.048 $ | +360.912 $ | +13,3 % | 2.707.136 $ | +2.083.152 $ | +333,8 % | 623.984 $ | -61.168 $ | -8,9 % |
| Asset Allocation Strategies LLC | 2.729.192 $ | -63.517 $ | -2,3 % | 2.792.709 $ | -254.409 $ | -8,3 % | 3.047.118 $ | +333.433 $ | +12,3 % | 2.713.685 $ | +27.535 $ | +1,0 % |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 2.993.753 $ | -16.037 $ | -0,5 % | 3.009.790 $ | +219.304 $ | +7,9 % | 2.790.486 $ | +83.831 $ | +3,1 % | |||
| WELCH & FORBES LLC | 2.269.722 $ | -118.672 $ | -5,0 % | 2.388.394 $ | -286.255 $ | -10,7 % | 2.674.649 $ | -114.799 $ | -4,1 % | 2.789.448 $ | -31.410 $ | -1,1 % |
| Envestnet Portfolio Solutions, Inc. | 1.029.759 $ | -6.331 $ | -0,6 % | 1.036.090 $ | -1.723.670 $ | -62,5 % | 2.759.760 $ | -201.882 $ | -6,8 % | |||
| Clark Capital Management Group, Inc. | 212.094 $ | +3.189 $ | +1,5 % | 208.905 $ | -2.539.492 $ | -92,4 % | 2.748.397 $ | +87.368 $ | +3,3 % | |||
| TRUE BLUE FINANCIAL, LLC | 2.718.276 $ | +311.761 $ | +13,0 % | 2.406.515 $ | +439.280 $ | +22,3 % | 1.967.235 $ | -192.349 $ | -8,9 % | 2.159.584 $ | ||
| Endowment Wealth Management, Inc. | 2.711.376 $ | +339.625 $ | +14,3 % | 2.371.751 $ | +104.050 $ | +4,6 % | 2.267.701 $ | +333.517 $ | +17,2 % | 1.934.184 $ | ||
| MML INVESTORS SERVICES, LLC | 2.582.076 $ | +597.384 $ | +30,1 % | 1.984.692 $ | -546.779 $ | -21,6 % | 2.531.471 $ | +524.843 $ | +26,2 % | |||
| HARBOUR INVESTMENTS, INC. | 2.576.287 $ | +62.375 $ | +2,5 % | 2.513.912 $ | +813.911 $ | +47,9 % | 1.700.001 $ | +376.257 $ | +28,4 % | |||
| FIFTH THIRD BANCORP | 2.218.789 $ | -326.194 $ | -12,8 % | 2.544.983 $ | +466.227 $ | +22,4 % | 2.078.756 $ | |||||
| Sanctuary Advisors, LLC | 2.544.667 $ | +301.337 $ | +13,4 % | 2.243.330 $ | +520.833 $ | +30,2 % | 1.722.497 $ | +852.309 $ | +97,9 % | |||
| CHANNEL WEALTH LLC | 2.529.794 $ | +296.190 $ | +13,3 % | 2.233.604 $ | +225.007 $ | +11,2 % | 2.008.597 $ | +307.058 $ | +18,0 % | 1.701.539 $ | +622.942 $ | +57,8 % |
| Veridan Wealth LLC | 2.274.154 $ | -158.026 $ | -6,5 % | 2.432.180 $ | +22.325 $ | +0,9 % | 2.409.855 $ | +54.008 $ | +2,3 % | |||
| 1776 Wealth LLC | 2.400.054 $ | +29.072 $ | +1,2 % | 2.370.982 $ | -55.863 $ | -2,3 % | 2.426.845 $ | +17.628 $ | +0,7 % | |||
| Focus Partners Wealth | 2.281.384 $ | -5.301 $ | -0,2 % | 2.286.685 $ | -48.457 $ | -2,1 % | 2.335.142 $ | -358.860 $ | -13,3 % | |||
| Steward Partners Investment Advisory, LLC | 2.217.364 $ | -106.326 $ | -4,6 % | 2.323.690 $ | +502.981 $ | +27,6 % | 1.820.709 $ | +38.123 $ | +2,1 % | |||
| WINEBRENNER CAPITAL MANAGEMENT LLC | 2.309.317 $ | +6.650 $ | +0,3 % | 2.302.667 $ | +81.033 $ | +3,6 % | 2.221.634 $ | -76.396 $ | -3,3 % | 2.298.030 $ | -27.547 $ | -1,2 % |
| Walkner Condon Financial Advisors LLC | 2.119.221 $ | -185.200 $ | -8,0 % | 2.304.421 $ | +433.574 $ | +23,2 % | 1.870.847 $ | +3.387 $ | +0,2 % | 1.867.460 $ | +87.984 $ | +4,9 % |
| IAMS WEALTH MANAGEMENT, LLC | 2.288.605 $ | +1.579 $ | +0,1 % | 2.287.026 $ | +201.953 $ | +9,7 % | 2.085.073 $ | |||||
| Keebeck Wealth Management | 2.117.078 $ | -114.092 $ | -5,1 % | 2.231.170 $ | +103.117 $ | +4,8 % | 2.128.053 $ | +5.488 $ | +0,3 % | |||
| Maia Wealth LLC | 2.211.329 $ | +170.138 $ | +8,3 % | 2.041.191 $ | +312.464 $ | +18,1 % | 1.728.727 $ | +15.108 $ | +0,9 % | 1.713.619 $ | +198.264 $ | +13,1 % |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1.781.378 $ | -366.641 $ | -17,1 % | 2.148.019 $ | +26.156 $ | +1,2 % | 2.121.863 $ | -71.871 $ | -3,3 % | 2.193.734 $ | +349.425 $ | +18,9 % |
| WEDBUSH SECURITIES INC | 2.093.000 $ | +545.000 $ | +35,2 % | 1.548.000 $ | +241.000 $ | +18,4 % | 1.307.000 $ | -870.000 $ | -40,0 % | 2.177.000 $ | -325.000 $ | -13,0 % |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 2.167.974 $ | +65.851 $ | +3,1 % | |||||||||
| PRINCIPAL SECURITIES, INC. | 631.859 $ | +33.248 $ | +5,6 % | 598.611 $ | -1.567.658 $ | -72,4 % | 2.166.269 $ | +144.065 $ | +7,1 % | |||
| Orion Porfolio Solutions, LLC | 1.273.561 $ | -551.882 $ | -30,2 % | 1.825.443 $ | -338.884 $ | -15,7 % | 2.164.327 $ | -2.363 $ | -0,1 % | |||
| FLOW TRADERS U.S. LLC | 860.000 $ | -1.301.000 $ | -60,2 % | 2.161.000 $ | -145.000 $ | -6,3 % | ||||||
| TrueWealth Financial Partners | 2.159.580 $ | |||||||||||
| BEACON FINANCIAL GROUP | 1.816.899 $ | -169.959 $ | -8,6 % | 1.986.858 $ | -48.578 $ | -2,4 % | 2.035.436 $ | -119.167 $ | -5,5 % | 2.154.603 $ | -187.455 $ | -8,0 % |
| COMERICA BANK | 2.151.856 $ | -365.250 $ | -14,5 % | |||||||||
| Southland Equity Partners LLC | 1.388.466 $ | -107.514 $ | -7,2 % | 1.495.980 $ | -257.360 $ | -14,7 % | 1.753.340 $ | -388.521 $ | -18,1 % | 2.141.861 $ | -493.513 $ | -18,7 % |
| Compound Planning, Inc. | 1.739.954 $ | -395.513 $ | -18,5 % | 2.135.467 $ | +66.886 $ | +3,2 % | 2.068.581 $ | -129.239 $ | -5,9 % | |||
| StoneCrest Wealth Management, Inc. | 1.956.576 $ | -40.537 $ | -2,0 % | 1.997.113 $ | -8.926 $ | -0,4 % | 2.006.039 $ | -47.032 $ | -2,3 % | 2.053.071 $ | ||
| Bluespring Wealth Management, LLC | 2.051.557 $ | |||||||||||
| Avior Wealth Management, LLC | 1.365.375 $ | -135.921 $ | -9,1 % | 1.501.296 $ | -545.217 $ | -26,6 % | 2.046.513 $ | |||||
| United Capital Management of KS, Inc. | 1.056.433 $ | -28.568 $ | -2,6 % | 1.085.001 $ | +71.118 $ | +7,0 % | 1.013.883 $ | -1.012.959 $ | -50,0 % | 2.026.842 $ | +1.042.599 $ | +105,9 % |
| Sigma Planning Corp | 2.024.316 $ | +443.126 $ | +28,0 % | 1.581.190 $ | +298.104 $ | +23,2 % | 1.283.086 $ | +20.993 $ | +1,7 % | 1.262.093 $ | -7.158 $ | -0,6 % |
| D.A. DAVIDSON & CO. | 2.018.465 $ | +142.172 $ | +7,6 % | 1.876.293 $ | +112.005 $ | +6,3 % | 1.764.288 $ | +285.879 $ | +19,3 % | 1.478.409 $ | +47.887 $ | +3,3 % |
| Visionary Wealth Advisors | 334.926 $ | -34.845 $ | -9,4 % | 369.771 $ | -1.596.957 $ | -81,2 % | 1.966.728 $ | +89.911 $ | +4,8 % | 1.876.817 $ | -120.464 $ | -6,0 % |
| Running Point Capital Advisors, LLC | 1.957.147 $ | +187.430 $ | +10,6 % | |||||||||
| ROMAN BUTLER FULLERTON & CO | 1.879.452 $ | -75.178 $ | -3,8 % | 1.954.630 $ | +740.144 $ | +60,9 % | 1.214.486 $ | -8.189 $ | -0,7 % | 1.222.675 $ | ||
| Farther Finance Advisors, LLC | 1.566.733 $ | +213.668 $ | +15,8 % | 1.353.065 $ | +197.460 $ | +17,1 % | 1.155.605 $ | -792.260 $ | -40,7 % | 1.947.865 $ | +187.226 $ | +10,6 % |
| Investment Partners Asset Management, Inc. | 1.872.282 $ | +275.861 $ | +17,3 % | 1.596.421 $ | +173.606 $ | +12,2 % | 1.422.815 $ | +576.267 $ | +68,1 % | 846.548 $ | ||
| Stonebridge Financial Group, LLC/CA | 1.867.000 $ | |||||||||||
| Kestra Advisory Services, LLC | 1.383.808 $ | +205.967 $ | +17,5 % | 1.177.841 $ | +50.854 $ | +4,5 % | 1.126.987 $ | -717.898 $ | -38,9 % | 1.844.885 $ | -50.833 $ | -2,7 % |
| Ashton Thomas Private Wealth, LLC | 1.559.132 $ | -169.302 $ | -9,8 % | 1.728.434 $ | +1.726 $ | +0,1 % | 1.726.708 $ | -63.571 $ | -3,6 % | 1.790.279 $ | +76.932 $ | +4,5 % |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.772.454 $ | +68.686 $ | +4,0 % | 1.703.768 $ | +321.823 $ | +23,3 % | 1.381.945 $ | -22.487 $ | -1,6 % | 1.404.432 $ | ||
| ASSETMARK, INC | 1.755.180 $ | -1.222 $ | -0,1 % | 1.756.402 $ | +68.801 $ | +4,1 % | 1.687.601 $ | +158.171 $ | +10,3 % | 1.529.430 $ | +101.039 $ | +7,1 % |
| LANARK FINANCIAL, INC. | 432.624 $ | -19.655 $ | -4,3 % | 452.279 $ | -1.861 $ | -0,4 % | 454.140 $ | -1.280.862 $ | -73,8 % | 1.735.002 $ | ||
| TD Waterhouse Canada Inc. | 1.730.361 $ | |||||||||||
| Coppell Advisory Solutions LLC | 416.884 $ | -1.310.838 $ | -75,9 % | 1.727.722 $ | +222.209 $ | +14,8 % | ||||||
| ELEVATION POINT WEALTH PARTNERS, LLC | 1.727.459 $ | |||||||||||
| Beacon Financial Advisory LLC | 927.999 $ | -25.080 $ | -2,6 % | 953.079 $ | -16.963 $ | -1,7 % | 970.042 $ | -725.842 $ | -42,8 % | 1.695.884 $ | +345.195 $ | +25,6 % |
| Platform Technology Partners | 1.235.218 $ | -38.218 $ | -3,0 % | 1.273.436 $ | -384.620 $ | -23,2 % | 1.658.056 $ | +107.066 $ | +6,9 % | 1.550.990 $ | +160.192 $ | +11,5 % |
| Vestmark Advisory Solutions, Inc. | 1.651.922 $ | +26.182 $ | +1,6 % | 1.625.740 $ | -11.860 $ | -0,7 % | 1.637.600 $ | +108.460 $ | +7,1 % | |||
| Tower Research Capital LLC (TRC) | 1.633.938 $ | +1.158.051 $ | +243,3 % | 475.887 $ | -873.929 $ | -64,7 % | 1.349.816 $ | +1.151.764 $ | +581,5 % | |||
| Ascentis Independent Advisors | 1.060.700 $ | +1.054.408 $ | +16.757,9 % | 6.292 $ | -1.386.881 $ | -99,5 % | 1.393.173 $ | -142.786 $ | -9,3 % | 1.535.959 $ | -1.995.000 $ | -56,5 % |
| Lakeridge Wealth Management LLC | 1.331.130 $ | -59.827 $ | -4,3 % | 1.390.957 $ | -134.701 $ | -8,8 % | 1.525.658 $ | -35.075 $ | -2,2 % | |||
| GTS SECURITIES LLC | 311.859 $ | -1.209.600 $ | -79,5 % | 1.521.459 $ | +1.296.421 $ | +576,1 % | ||||||
| Merkkuri Wealth Advisors LLC | 1.297.545 $ | +4.222 $ | +0,3 % | 1.293.323 $ | -206.354 $ | -13,8 % | 1.499.677 $ | -14.030 $ | -0,9 % | 1.513.707 $ | ||
| Advisory Services Network, LLC | 1.313.548 $ | -181.692 $ | -12,2 % | 1.495.240 $ | +1.285.657 $ | +613,4 % | 209.583 $ | -1.466 $ | -0,7 % | |||
| Walker Asset Management, LLC | 1.396.207 $ | -64.285 $ | -4,4 % | 1.460.492 $ | +5.807 $ | +0,4 % | 1.454.685 $ | -29.859 $ | -2,0 % | 1.484.544 $ | -37.924 $ | -2,5 % |
| Navigation Group, LLC | 1.365.596 $ | -100.931 $ | -6,9 % | 1.466.527 $ | +22.512 $ | +1,6 % | 1.444.015 $ | |||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1.020.814 $ | -25.229 $ | -2,4 % | 1.046.043 $ | +13.141 $ | +1,3 % | 1.032.902 $ | -411.660 $ | -28,5 % | 1.444.562 $ | +7.441 $ | +0,5 % |
| Jaffetilchin Investment Partners, LLC | 1.221.290 $ | -144.276 $ | -10,6 % | 1.365.566 $ | -48.647 $ | -3,4 % | 1.414.213 $ | +158.208 $ | +12,6 % | |||
| INTEGRITY ALLIANCE, LLC. | 879.625 $ | +381.847 $ | +76,7 % | 497.778 $ | -158.007 $ | -24,1 % | 655.785 $ | -752.142 $ | -53,4 % | 1.407.927 $ | +107.950 $ | +8,3 % |
| GOLDMAN SACHS GROUP INC | 1.395.608 $ | +228.692 $ | +19,6 % | 1.166.916 $ | +440.807 $ | +60,7 % | 726.109 $ | +529.866 $ | +270,0 % | |||
| FWL INVESTMENT MANAGEMENT, LLC | 1.365.736 $ | -26.415 $ | -1,9 % | 1.392.151 $ | +13.624 $ | +1,0 % | 1.378.527 $ | -36.579 $ | -2,6 % | |||
| Claris Financial LLC | 1.389.630 $ | +32.164 $ | +2,4 % | 1.357.466 $ | +69.659 $ | +5,4 % | ||||||
| SUTTON PLACE INVESTORS LLC | 1.375.416 $ | +21.658 $ | +1,6 % | 1.353.758 $ | +35.773 $ | +2,7 % | 1.317.985 $ | -12.079 $ | -0,9 % | 1.330.064 $ | +19.033 $ | +1,5 % |
| TWO SIGMA INVESTMENTS, LP | 540.885 $ | -803.923 $ | -59,8 % | 1.344.808 $ | +1.066.223 $ | +382,7 % | 278.585 $ | -331.219 $ | -54,3 % | |||
| Kovack Advisors, Inc. | 1.295.767 $ | -1.280 $ | -0,1 % | 1.297.047 $ | +3.489 $ | +0,3 % | 1.293.558 $ | +1.060.519 $ | +455,1 % | |||
| Sovran Advisors, LLC | 549.153 $ | -338.023 $ | -38,1 % | 887.176 $ | -405.227 $ | -31,4 % | 1.292.403 $ | +571.030 $ | +79,2 % | 721.373 $ | -65.406 $ | -8,3 % |
| QP WEALTH MANAGEMENT, LLC | 951.652 $ | -33.739 $ | -3,4 % | 985.391 $ | +1.001 $ | +0,1 % | 984.390 $ | -279.489 $ | -22,1 % | 1.263.879 $ | ||
| LaSalle St. Investment Advisors, LLC | 1.249.875 $ | +343.606 $ | +37,9 % | 906.269 $ | -20.731 $ | -2,2 % | 927.000 $ | -17.000 $ | -1,8 % | |||
| Mutual Advisors, LLC | 1.070.615 $ | -110.958 $ | -9,4 % | 1.181.573 $ | -53.272 $ | -4,3 % | 1.234.845 $ | -77.526 $ | -5,9 % | |||
| OneDigital Investment Advisors LLC | 1.143.759 $ | +11.641 $ | +1,0 % | 1.132.118 $ | -90.450 $ | -7,4 % | 1.222.568 $ | |||||
| Princeton Global Asset Management LLC | 403.756 $ | -497.278 $ | -55,2 % | 901.034 $ | -225.120 $ | -20,0 % | 1.126.154 $ | -95.294 $ | -7,8 % | 1.221.448 $ | -39.342 $ | -3,1 % |
| FIFTH THIRD SECURITIES, INC. | 1.211.471 $ | +122.936 $ | +11,3 % | 1.088.535 $ | +325.457 $ | +42,7 % | 763.078 $ | +49.255 $ | +6,9 % | 713.823 $ | -69.118 $ | -8,8 % |
| COMPASS FINANCIAL MANAGEMENT LLC | 1.150.318 $ | -39.718 $ | -3,3 % | 1.190.036 $ | ||||||||
| Snowden Capital Advisors LLC | 656.632 $ | -88.529 $ | -11,9 % | 745.161 $ | -439.025 $ | -37,1 % | 1.184.186 $ | +101.127 $ | +9,3 % | |||
| Integrated Advisors Network LLC | 233.008 $ | -51.607 $ | -18,1 % | 284.615 $ | -396.784 $ | -58,2 % | 681.399 $ | -489.847 $ | -41,8 % | 1.171.246 $ | +63.736 $ | +5,8 % |
| TRUSTMARK BANK TRUST DEPARTMENT | 864.308 $ | -255.324 $ | -22,8 % | 1.119.632 $ | -48.189 $ | -4,1 % | 1.167.821 $ | +3.011 $ | +0,3 % | |||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 997.782 $ | -51.764 $ | -4,9 % | 1.049.546 $ | +16.098 $ | +1,6 % | 1.033.448 $ | -124.154 $ | -10,7 % | 1.157.602 $ | -105.189 $ | -8,3 % |
| SHELTON WEALTH MANAGEMENT, LLC | 789.214 $ | -105.803 $ | -11,8 % | 895.017 $ | -57.909 $ | -6,1 % | 952.926 $ | -142.279 $ | -13,0 % | 1.095.205 $ | +290 $ | +0,0 % |
| Equitable Holdings, Inc. | 661.769 $ | -27.274 $ | -4,0 % | 689.043 $ | -390.345 $ | -36,2 % | 1.079.388 $ | -16.594 $ | -1,5 % | |||
| Plotkin Financial Advisors, LLC | 1.069.553 $ | +153.069 $ | +16,7 % | 916.484 $ | +51.671 $ | +6,0 % | 864.813 $ | +141.981 $ | +19,6 % | |||
| DAVENPORT & Co LLC | 503.382 $ | -549.864 $ | -52,2 % | 1.053.246 $ | +120.227 $ | +12,9 % | 933.019 $ | +116.446 $ | +14,3 % | 816.573 $ | +34.864 $ | +4,5 % |
| Belpointe Asset Management LLC | 1.045.497 $ | -51.134 $ | -4,7 % | |||||||||
| SILVER OAK SECURITIES, INCORPORATED | 454.352 $ | -590.788 $ | -56,5 % | 1.045.140 $ | +15.768 $ | +1,5 % | ||||||
| Arkadios Wealth Advisors | 332.411 $ | -710.485 $ | -68,1 % | 1.042.896 $ | +624.627 $ | +149,3 % | 418.269 $ | -122.221 $ | -22,6 % | |||
| Entruity Wealth, LLC | 336.741 $ | -678.509 $ | -66,8 % | 1.015.250 $ | -25.179 $ | -2,4 % | 1.040.429 $ | +29.183 $ | +2,9 % | |||
| Ritter Daniher Financial Advisory LLC / DE | 1.025.779 $ | -13.040 $ | -1,3 % | 1.038.819 $ | +26.744 $ | +2,6 % | 1.012.075 $ | +71.136 $ | +7,6 % | |||
| GAMMA Investing LLC | 1.038.156 $ | +558.392 $ | +116,4 % | 479.764 $ | +39.485 $ | +9,0 % | 440.279 $ | -90.421 $ | -17,0 % | 530.700 $ | +24.279 $ | +4,8 % |
| New Insight Wealth Advisors | 987.930 $ | -47.169 $ | -4,6 % | 1.035.099 $ | +139.583 $ | +15,6 % | 895.516 $ | +257.995 $ | +40,5 % | |||
| Pine Valley Investments Ltd Liability Co | 741.712 $ | -14.264 $ | -1,9 % | 755.976 $ | -256.416 $ | -25,3 % | 1.012.392 $ | -81.636 $ | -7,5 % | |||
| TWIN PEAKS WEALTH ADVISORS, LLC | 828.679 $ | -181.722 $ | -18,0 % | 1.010.401 $ | +141.964 $ | +16,3 % | 868.437 $ | -308.656 $ | -26,2 % | |||
| Savvy Advisors, Inc. | 1.008.933 $ | |||||||||||
| GREENWOOD CAPITAL ASSOCIATES LLC | 1.003.708 $ | +159.713 $ | +18,9 % | 843.995 $ | +281.937 $ | +50,2 % | 562.058 $ | +95.108 $ | +20,4 % | 466.950 $ | +135.211 $ | +40,8 % |
| Western Wealth Management, LLC | 925.196 $ | -54.555 $ | -5,6 % | 979.751 $ | -15.153 $ | -1,5 % | 994.904 $ | -12.507 $ | -1,2 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 924.689 $ | +516.870 $ | +126,7 % | 407.819 $ | -67.124 $ | -14,1 % | 474.943 $ | -512.399 $ | -51,9 % | 987.342 $ | -5.010 $ | -0,5 % |
| PARK AVENUE SECURITIES LLC | 769.000 $ | +12.000 $ | +1,6 % | 757.000 $ | +80.000 $ | +11,8 % | 677.000 $ | -306.000 $ | -31,1 % | 983.000 $ | +43.000 $ | +4,6 % |
| IFP Advisors, Inc | 978.590 $ | +114.547 $ | +13,3 % | 864.043 $ | +205.342 $ | +31,2 % | 658.701 $ | +114.844 $ | +21,1 % | 543.857 $ | +30.465 $ | +5,9 % |
| Pinnacle Financial Group, LLC / IL | 975.223 $ | +96.979 $ | +11,0 % | 878.244 $ | +81.299 $ | +10,2 % | 796.945 $ | +124.337 $ | +18,5 % | 672.608 $ | +239.827 $ | +55,4 % |
| Mirae Asset Global Investments Co., Ltd. | 645.400 $ | -244.139 $ | -27,4 % | 889.539 $ | -72.963 $ | -7,6 % | 962.502 $ | +283.852 $ | +41,8 % | 678.650 $ | +1.750 $ | +0,3 % |
| Warren Street Wealth Advisors, LLC | 885.859 $ | -65.968 $ | -6,9 % | 951.827 $ | +292.741 $ | +44,4 % | 659.086 $ | +86.926 $ | +15,2 % | 572.160 $ | +129.962 $ | +29,4 % |
| World Investment Advisors | 916.887 $ | +0 $ | +0,0 % | 916.887 $ | -31.971 $ | -3,4 % | 948.858 $ | +80.668 $ | +9,3 % | |||
| ELEVATION WEALTH PARTNERS, LLC | 586.932 $ | -18.932 $ | -3,1 % | 605.864 $ | -26.902 $ | -4,3 % | 632.766 $ | -308.808 $ | -32,8 % | 941.574 $ | -2.232.665 $ | -70,3 % |
| US BANCORP \DE\ | 20.458 $ | -918.385 $ | -97,8 % | 938.843 $ | +244.108 $ | +35,1 % | ||||||
| StoneX Group Inc. | 926.837 $ | -21.691 $ | -2,3 % | |||||||||
| WESPAC Advisors SoCal, LLC | 303.440 $ | -74.165 $ | -19,6 % | 377.605 $ | -346.016 $ | -47,8 % | 723.621 $ | -186.588 $ | -20,5 % | 910.209 $ | +164.662 $ | +22,1 % |
| Cascade Financial Partners, LLC | 898.854 $ | |||||||||||
| HBW ADVISORY SERVICES LLC | 690.369 $ | -196.487 $ | -22,2 % | 886.856 $ | -453 $ | -0,1 % | 887.309 $ | +326.950 $ | +58,3 % | 560.359 $ | +112.425 $ | +25,1 % |
| COTTONWOOD CAPITAL ADVISORS, LLC | 807.955 $ | -21.382 $ | -2,6 % | 829.337 $ | +12.753 $ | +1,6 % | 816.584 $ | -40.996 $ | -4,8 % | 857.580 $ | -37.872 $ | -4,2 % |
| Stratos Wealth Partners, LTD. | 856.632 $ | +90.362 $ | +11,8 % | 766.270 $ | +19.580 $ | +2,6 % | 746.690 $ | +146.144 $ | +24,3 % | |||
| Integrated Wealth Concepts LLC | 840.069 $ | +401.206 $ | +91,4 % | 438.863 $ | ||||||||
| Wealthcare Advisory Partners LLC | 778.053 $ | +40.077 $ | +5,4 % | 737.976 $ | -93.301 $ | -11,2 % | 831.277 $ | +17.597 $ | +2,2 % | 813.680 $ | +25.340 $ | +3,2 % |
| WINNACLE WEALTH LLC | 462.714 $ | -192.505 $ | -29,4 % | 655.219 $ | -25.902 $ | -3,8 % | 681.121 $ | -146.399 $ | -17,7 % | 827.520 $ | -640 $ | -0,1 % |
| Maridea Wealth Management LLC | 826.489 $ | +54.197 $ | +7,0 % | 772.292 $ | +392.713 $ | +103,5 % | 379.579 $ | |||||
| FLAGSTAR SECURITIES, INC | 545.785 $ | -21.347 $ | -3,8 % | 567.132 $ | +15.633 $ | +2,8 % | 551.499 $ | -269.314 $ | -32,8 % | 820.813 $ | -565.402 $ | -40,8 % |
| OPPENHEIMER & CO INC | 774.852 $ | -45.344 $ | -5,5 % | 820.196 $ | +86.628 $ | +11,8 % | 733.568 $ | +506.598 $ | +223,2 % | 226.970 $ | -6.707 $ | -2,9 % |
| Arax Advisory Partners | 815.709 $ | +529.860 $ | +185,4 % | 285.849 $ | +47.428 $ | +19,9 % | 238.421 $ | |||||
| Catalina Capital Group, LLC | 808.657 $ | -803 $ | -0,1 % | 809.460 $ | -34.768 $ | -4,1 % | ||||||
| WCG Wealth Advisors LLC | 805.238 $ | +312.893 $ | +63,6 % | 492.345 $ | -38.507 $ | -7,3 % | 530.852 $ | |||||
| Rareview Capital LLC | 790.833 $ | +79.345 $ | +11,2 % | 711.488 $ | -59.261 $ | -7,7 % | 770.749 $ | +118.639 $ | +18,2 % | 652.110 $ | -1.552.849 $ | -70,4 % |
| Spire Wealth Management | 696.990 $ | -23.618 $ | -3,3 % | 720.608 $ | -27.717 $ | -3,7 % | 748.325 $ | -29.564 $ | -3,8 % | 777.889 $ | -42.011 $ | -5,1 % |
| Flavin Financial Services, Inc. | 757.403 $ | +504.068 $ | +199,0 % | |||||||||
| Keystone Wealth Services, LLC | 756.799 $ | +7.662 $ | +1,0 % | 749.137 $ | +136.100 $ | +22,2 % | 613.037 $ | |||||
| Atria Investments, Inc | 746.478 $ | +105.383 $ | +16,4 % | 641.095 $ | +84.175 $ | +15,1 % | 556.920 $ | +24.838 $ | +4,7 % | 532.082 $ | +7.645 $ | +1,5 % |
| Summit Financial, LLC | 744.646 $ | +203.835 $ | +37,7 % | 540.811 $ | -14.585 $ | -2,6 % | 555.396 $ | -120.130 $ | -17,8 % | |||
| Climber Capital SA | 641.561 $ | -83.663 $ | -11,5 % | 725.224 $ | +10.054 $ | +1,4 % | 715.170 $ | -5.575 $ | -0,8 % | 720.745 $ | ||
| Wagner Wealth Management, LLC | 683.472 $ | -28.455 $ | -4,0 % | 711.927 $ | +17.760 $ | +2,6 % | 694.167 $ | -13.885 $ | -2,0 % | 708.052 $ | -44.954 $ | -6,0 % |
| Wagner Wealth Management, Corp | 210.610 $ | -38.929 $ | -15,6 % | 249.539 $ | +3.867 $ | +1,6 % | 245.672 $ | -464.059 $ | -65,4 % | 709.731 $ | ||
| CENTAURUS FINANCIAL, INC. | 702.000 $ | +11.000 $ | +1,6 % | 691.000 $ | -7.000 $ | -1,0 % | 698.000 $ | +7.000 $ | +1,0 % | |||
| Gateway Wealth Partners, LLC | 356.850 $ | -343.733 $ | -49,1 % | 700.583 $ | +362.499 $ | +107,2 % | 338.084 $ | +667 $ | +0,2 % | |||
| Annis Gardner Whiting Capital Advisors, LLC | 686.705 $ | +12.376 $ | +1,8 % | 674.329 $ | -10.197 $ | -1,5 % | 684.526 $ | |||||
| CARLSON FINANCIAL, INC. | 500.182 $ | -72.678 $ | -12,7 % | 572.860 $ | -28.961 $ | -4,8 % | 601.821 $ | -68.609 $ | -10,2 % | 670.430 $ | ||
| Precision Wealth Strategies, LLC | 668.355 $ | |||||||||||
| PARTNERS WEALTH MANAGEMENT, LLC | 663.863 $ | |||||||||||
| American Institute for Advanced Investment Management, LLP | 658.585 $ | +130.715 $ | +24,8 % | 527.870 $ | +7.935 $ | +1,5 % | 519.935 $ | -10.673 $ | -2,0 % | 530.608 $ | -3.179 $ | -0,6 % |
| Stratos Wealth Advisors, LLC | 655.547 $ | |||||||||||
| KINGSWOOD WEALTH ADVISORS, LLC | 550.474 $ | -90.933 $ | -14,2 % | 641.407 $ | +425.167 $ | +196,6 % | 216.240 $ | -56.872 $ | -20,8 % | 273.112 $ | +20.044 $ | +7,9 % |
| Dunhill Financial, LLC | 59.479 $ | -580.961 $ | -90,7 % | 640.440 $ | +626.255 $ | +4.414,9 % | 14.185 $ | -106.487 $ | -88,2 % | |||
| VIAWEALTH, LLC | 639.498 $ | +322.757 $ | +101,9 % | 316.741 $ | -9.382 $ | -2,9 % | 326.123 $ | +3.798 $ | +1,2 % | |||
| Andrew Hill Investment Advisors, Inc. | 628.854 $ | +9.454 $ | +1,5 % | 619.400 $ | ||||||||
| Guild Investment Management, Inc. | 392.998 $ | -227.655 $ | -36,7 % | 620.653 $ | +82.863 $ | +15,4 % | 537.790 $ | -4.588 $ | -0,8 % | 542.378 $ | +152.218 $ | +39,0 % |
| Capital Investment Advisory Services, LLC | 608.905 $ | +135.424 $ | +28,6 % | 473.481 $ | +24.881 $ | +5,5 % | 448.600 $ | +91.996 $ | +25,8 % | 356.604 $ | +342.071 $ | +2.353,8 % |
| Balanced Rock Investment Advisors LLC | 603.333 $ | +53.701 $ | +9,8 % | 549.632 $ | +24.842 $ | +4,7 % | 524.790 $ | +23.188 $ | +4,6 % | |||
| Forum Private Client Group LLC | 576.550 $ | +6.643 $ | +1,2 % | 569.907 $ | -12.374 $ | -2,1 % | 582.281 $ | -61.716 $ | -9,6 % | |||
| SlateStone Wealth, LLC | 579.000 $ | +9.000 $ | +1,6 % | 570.000 $ | -12.000 $ | -2,1 % | 582.000 $ | +2.000 $ | +0,3 % | |||
| Perennial Investment Advisors, LLC | 575.155 $ | +116.105 $ | +25,3 % | 459.050 $ | +88.706 $ | +24,0 % | 370.344 $ | +5.298 $ | +1,5 % | |||
| Capital Advisors Wealth Management, LLC | 570.314 $ | +73.050 $ | +14,7 % | 497.264 $ | +120.995 $ | +32,2 % | 376.269 $ | +64.286 $ | +20,6 % | 311.983 $ | +15.345 $ | +5,2 % |
| MAI Capital Management | 569.790 $ | +437.170 $ | +329,6 % | 132.620 $ | +3.644 $ | +2,8 % | 128.976 $ | +5.649 $ | +4,6 % | |||
| PROTECTIVE LIFE CORP | 270.697 $ | -293.546 $ | -52,0 % | 564.243 $ | ||||||||
| EVOKE WEALTH, LLC | 560.370 $ | +107.410 $ | +23,7 % | 452.960 $ | ||||||||
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 554.657 $ | -4.731 $ | -0,8 % | 559.388 $ | +6.092 $ | +1,1 % | ||||||
| CAPTRUST FINANCIAL ADVISORS | 549.478 $ | +344.740 $ | +168,4 % | 204.738 $ | ||||||||
| LFA - Lugano Financial Advisors SA | 442.560 $ | -105.276 $ | -19,2 % | 547.836 $ | +10.738 $ | +2,0 % | 537.098 $ | +73.924 $ | +16,0 % | 463.174 $ | -986 $ | -0,2 % |
| Core Wealth Advisors, Inc. | 546.112 $ | +55.842 $ | +11,4 % | 490.270 $ | +177.942 $ | +57,0 % | 312.328 $ | +2.388 $ | +0,8 % | |||
| Blue Zone Wealth Advisors, LLC | 312.086 $ | -23.066 $ | -6,9 % | 335.152 $ | -55.968 $ | -14,3 % | 391.120 $ | -151.258 $ | -27,9 % | 542.378 $ | -140.402 $ | -20,6 % |
| Quantinno Capital Management LP | 531.080 $ | +8.153 $ | +1,6 % | 522.927 $ | -4.462 $ | -0,8 % | 527.389 $ | +287.733 $ | +120,1 % | |||
| Brand Asset Management Group, Inc. | 520.020 $ | +7.818 $ | +1,5 % | 512.202 $ | -10.514 $ | -2,0 % | 522.716 $ | +1.348 $ | +0,3 % | |||
| Tidemark, LLC | 424.651 $ | -2.778 $ | -0,6 % | 427.429 $ | -93.285 $ | -17,9 % | 520.714 $ | -32.743 $ | -5,9 % | |||
| Financial Partners Group, Inc | 493.428 $ | -22.745 $ | -4,4 % | 516.173 $ | +7.760 $ | +1,5 % | 508.413 $ | -11.774 $ | -2,3 % | 520.187 $ | -26.341 $ | -4,8 % |
| CENTRAL TRUST Co | 519.116 $ | -672 $ | -0,1 % | 519.788 $ | +29.671 $ | +6,1 % | 490.117 $ | +7.241 $ | +1,5 % | 482.876 $ | +22.749 $ | +4,9 % |
| InTrack Investment Management Inc | 513.132 $ | +302.404 $ | +143,5 % | 210.728 $ | ||||||||
| CLG LLC | 346.825 $ | -148.296 $ | -30,0 % | 495.121 $ | -7.745 $ | -1,5 % | 502.866 $ | +63.614 $ | +14,5 % | 439.252 $ | +91.623 $ | +26,4 % |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 492.695 $ | -8.980 $ | -1,8 % | 501.675 $ | +418.027 $ | +499,7 % | 83.648 $ | |||||
| STONEBRIDGE ADVISORS LLC | 500.770 $ | |||||||||||
| FORONJY FINANCIAL LLC | 296.298 $ | -55.458 $ | -15,8 % | 351.756 $ | -100.760 $ | -22,3 % | 452.516 $ | -45.175 $ | -9,1 % | 497.691 $ | -311.372 $ | -38,5 % |
| Summit Wealth Partners, LLC | 483.639 $ | -3.027 $ | -0,6 % | 486.666 $ | -9.989 $ | -2,0 % | 496.655 $ | +1.280 $ | +0,3 % | |||
| Koshinski Asset Management, Inc. | 493.071 $ | -270.355 $ | -35,4 % | |||||||||
| Main Street Financial Solutions, LLC | 378.389 $ | -111.930 $ | -22,8 % | 490.319 $ | +26.987 $ | +5,8 % | ||||||
| Realta Investment Advisors | 489.122 $ | +172.133 $ | +54,3 % | 316.989 $ | +6.123 $ | +2,0 % | 310.866 $ | +13.755 $ | +4,6 % | 297.111 $ | +5.490 $ | +1,9 % |
| EWA, LLC | 488.699 $ | |||||||||||
| BXM Wealth LLC | 461.000 $ | -21.250 $ | -4,4 % | 482.250 $ | +7.250 $ | +1,5 % | 475.000 $ | -9.750 $ | -2,0 % | 484.750 $ | -163.140 $ | -25,2 % |
| Apollon Wealth Management, LLC | 459.617 $ | -22.344 $ | -4,6 % | 481.961 $ | +16.138 $ | +3,5 % | 465.823 $ | -13.537 $ | -2,8 % | 479.360 $ | +7.561 $ | +1,6 % |
| BAM Wealth Management, LLC | 475.872 $ | +3.414 $ | +0,7 % | 472.458 $ | +145.719 $ | +44,6 % | 326.739 $ | +111.196 $ | +51,6 % | 215.543 $ | ||
| Triad Wealth Partners, LLC | 218.237 $ | -8.320 $ | -3,7 % | 226.557 $ | -174.525 $ | -43,5 % | 401.082 $ | -70.957 $ | -15,0 % | 472.039 $ | ||
| Inspire Advisors, LLC | 468.946 $ | +9.270 $ | +2,0 % | 459.676 $ | +17.730 $ | +4,0 % | 441.946 $ | +6.591 $ | +1,5 % | |||
| PRIVATE TRUST CO NA | 460.033 $ | +92.519 $ | +25,2 % | 367.514 $ | +122.499 $ | +50,0 % | 245.015 $ | -2.576 $ | -1,0 % | 247.591 $ | -9.697 $ | -3,8 % |
| FF Advisors,LLC | 436.181 $ | +105.281 $ | +31,8 % | 330.900 $ | ||||||||
| NAPLES GLOBAL ADVISORS, LLC | 403.218 $ | -32.562 $ | -7,5 % | 435.780 $ | +7.614 $ | +1,8 % | 428.166 $ | -4.293 $ | -1,0 % | 432.459 $ | +3.402 $ | +0,8 % |
| CRUX WEALTH ADVISORS | 432.434 $ | |||||||||||
| FSB PREMIER WEALTH MANAGEMENT, INC. | 419.392 $ | |||||||||||
| Inscription Capital, LLC | 234.175 $ | -173.189 $ | -42,5 % | 407.364 $ | +117.264 $ | +40,4 % | ||||||
| Emergent Wealth Advisors, LLC | 304.636 $ | -101.915 $ | -25,1 % | 406.551 $ | ||||||||
| Balefire, LLC | 393.437 $ | +18.940 $ | +5,1 % | 374.497 $ | +112.109 $ | +42,7 % | ||||||
| SeaCrest Wealth Management, LLC | 297.744 $ | -89.896 $ | -23,2 % | 387.640 $ | +7.467 $ | +2,0 % | 380.173 $ | -3.323 $ | -0,9 % | 383.496 $ | +93.856 $ | +32,4 % |
| Independent Wealth Network Inc. | 360.852 $ | -24.204 $ | -6,3 % | 385.056 $ | -1.219 $ | -0,3 % | 386.275 $ | |||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 188.494 $ | -192.020 $ | -50,5 % | 380.514 $ | +87.194 $ | +29,7 % | 293.320 $ | +12.837 $ | +4,6 % | 280.483 $ | ||
| MERCER GLOBAL ADVISORS INC /ADV | 337.928 $ | -36.074 $ | -9,6 % | 374.002 $ | +26.424 $ | +7,6 % | 347.578 $ | +135.605 $ | +64,0 % | |||
| Beacon Pointe Advisors, LLC | 263.081 $ | -332 $ | -0,1 % | 263.413 $ | -108.461 $ | -29,2 % | 371.874 $ | -11.342 $ | -3,0 % | |||
| Wealth Management Associates, Inc. | 365.821 $ | +36.135 $ | +11,0 % | 329.686 $ | +8.775 $ | +2,7 % | 320.911 $ | +20.502 $ | +6,8 % | |||
| ASL Financial, LLC | 284.808 $ | -21.050 $ | -6,9 % | 305.858 $ | +4.696 $ | +1,6 % | 301.162 $ | -64.204 $ | -17,6 % | 365.366 $ | ||
| Providence First Trust Co | 360.458 $ | |||||||||||
| Hobbs Group Advisors, LLC | 351.603 $ | +38.733 $ | +12,4 % | 312.870 $ | -657 $ | -0,2 % | 313.527 $ | -316.608 $ | -50,2 % | |||
| Harvest Investment Services, LLC | 347.220 $ | +5.220 $ | +1,5 % | 342.000 $ | -8.183 $ | -2,3 % | 350.183 $ | +33.781 $ | +10,7 % | |||
| Towerpoint Wealth, LLC | 285.547 $ | -50.052 $ | -14,9 % | 335.599 $ | -4.187 $ | -1,2 % | 339.786 $ | -9.160 $ | -2,6 % | 348.946 $ | -1.174 $ | -0,3 % |
| KKM Financial LLC | 348.390 $ | +1.041 $ | +0,3 % | 347.349 $ | +0 $ | +0,0 % | 347.349 $ | +4.452 $ | +1,3 % | |||
| XP Advisory US, Inc. | 348.107 $ | |||||||||||
| Pinnacle Financial Partners, Inc. | 347.083 $ | |||||||||||
| Main Line Retirement Advisors, LLC | 336.365 $ | +134.046 $ | +66,3 % | 202.319 $ | ||||||||
| Balboa Wealth Partners | 334.989 $ | +10.894 $ | +3,4 % | 324.095 $ | +8.480 $ | +2,7 % | 315.615 $ | -2.004 $ | -0,6 % | 317.619 $ | ||
| Riggs Asset Managment Co. Inc. | 332.955 $ | |||||||||||
| Dana Investment Advisors, Inc. | 330.734 $ | +18.879 $ | +6,1 % | 311.855 $ | +6.093 $ | +2,0 % | 305.762 $ | +14.405 $ | +4,9 % | |||
| STEINBERGANNA WEALTH MANAGEMENT | 321.044 $ | +9.358 $ | +3,0 % | 311.686 $ | -1.997 $ | -0,6 % | 313.683 $ | +5.395 $ | +1,7 % | |||
| Horizon Advisory Services, Inc. | 316.817 $ | +103.448 $ | +48,5 % | 213.369 $ | ||||||||
| ORBA Wealth Advisors, L.L.C. | 302.282 $ | -13.933 $ | -4,4 % | 316.215 $ | ||||||||
| Ameritas Advisory Services, LLC | 314.513 $ | +14.851 $ | +5,0 % | 299.662 $ | -15.505 $ | -4,9 % | 315.167 $ | -155.947 $ | -33,1 % | |||
| AMERIPRISE FINANCIAL INC | 315.115 $ | +51.062 $ | +19,3 % | 264.053 $ | ||||||||
| HCR Wealth Advisors | 280.877 $ | -20.760 $ | -6,9 % | 301.637 $ | ||||||||
| MONEYWISE, INC. | 301.129 $ | +17.189 $ | +6,1 % | 283.940 $ | +5.547 $ | +2,0 % | 278.393 $ | -539 $ | -0,2 % | |||
| CALTON & ASSOCIATES, INC. | 299.770 $ | +6.874 $ | +2,3 % | 292.896 $ | -5.738 $ | -1,9 % | 298.634 $ | +94.250 $ | +46,1 % | |||
| Perigon Wealth Management, LLC | 298.186 $ | +23.869 $ | +8,7 % | 274.317 $ | -12.736 $ | -4,4 % | 287.053 $ | |||||
| Rubicon Advisors, GP | 296.736 $ | +4.727 $ | +1,6 % | 292.009 $ | ||||||||
| CERTIOR FINANCIAL GROUP, LLC | 288.723 $ | +5.498 $ | +1,9 % | 283.225 $ | -10.745 $ | -3,7 % | 293.970 $ | +2.097 $ | +0,7 % | |||
| AE Wealth Management LLC | 250.516 $ | -28.745 $ | -10,3 % | 279.261 $ | -3.794 $ | -1,3 % | 283.055 $ | -20.352 $ | -6,7 % | |||
| TriaGen Wealth Management LLC | 214.484 $ | -15.853 $ | -6,9 % | 230.337 $ | -26.776 $ | -10,4 % | 257.113 $ | -15.210 $ | -5,6 % | 272.323 $ | -7.422 $ | -2,7 % |
| Stonebridge Financial Planning Group, LLC | 266.316 $ | |||||||||||
| Advance Capital Management, Inc. | 265.642 $ | +6.871 $ | +2,7 % | 258.771 $ | -1.658 $ | -0,6 % | 260.429 $ | +4.479 $ | +1,7 % | |||
| United Advisor Group, LLC | 258.939 $ | -3.347 $ | -1,3 % | 262.286 $ | +6.576 $ | +2,6 % | 255.710 $ | -1.922 $ | -0,7 % | 257.632 $ | -7.054 $ | -2,7 % |
| CASTLE WEALTH MANAGEMENT LLC | 235.338 $ | +3.538 $ | +1,5 % | 231.800 $ | -28.589 $ | -11,0 % | 260.389 $ | -93.215 $ | -26,4 % | |||
| Strategic Equity Management | 254.277 $ | +14.515 $ | +6,1 % | 239.762 $ | +4.684 $ | +2,0 % | 235.078 $ | -2.580 $ | -1,1 % | |||
| Argyle Capital Partners, LLC | 213.883 $ | -36.910 $ | -14,7 % | 250.793 $ | +3.850 $ | +1,6 % | 246.943 $ | -2.107 $ | -0,8 % | 249.050 $ | +2.713 $ | +1,1 % |
| Encompass More Asset Management | 248.479 $ | |||||||||||
| LEIGH BALDWIN & CO., LLC | 245.812 $ | +3.695 $ | +1,5 % | 242.117 $ | -4.883 $ | -2,0 % | 247.000 $ | +551 $ | +0,2 % | |||
| Milestones Private Investment Advisors LLC | 246.096 $ | -53 $ | -0,0 % | 246.149 $ | +15.938 $ | +6,9 % | 230.211 $ | +23.429 $ | +11,3 % | 206.782 $ | -24.300 $ | -10,5 % |
| Accel Wealth Management | 209.116 $ | -25.315 $ | -10,8 % | 234.431 $ | -1.318 $ | -0,6 % | 235.749 $ | -7.856 $ | -3,2 % | 243.605 $ | -10.156 $ | -4,0 % |
| Spartan Wealth Advisory Services LLC | 241.215 $ | +10.813 $ | +4,7 % | 230.402 $ | ||||||||
| Fearless Solutions, LLC dba Best Invest | 226.359 $ | -12.339 $ | -5,2 % | 238.698 $ | ||||||||
| ARS Wealth Advisors Group, LLC | 238.148 $ | +614 $ | +0,3 % | |||||||||
| FULTON BREAKEFIELD BROENNIMAN LLC | 236.269 $ | +4.807 $ | +2,1 % | 231.462 $ | +13.213 $ | +6,1 % | 218.249 $ | +4.264 $ | +2,0 % | 213.985 $ | +10.081 $ | +4,9 % |
| Integrity Financial Corp /WA | 233.814 $ | -12.718 $ | -5,2 % | |||||||||
| Intesa Sanpaolo Wealth Management | 142.400 $ | -91.360 $ | -39,1 % | 233.760 $ | +118.812 $ | +103,4 % | 114.948 $ | +70.248 $ | +157,2 % | 44.700 $ | ||
| GeoWealth Management, LLC | 233.169 $ | +38.201 $ | +19,6 % | 194.968 $ | ||||||||
| J. L. Bainbridge & Co., Inc. | 221.225 $ | -10.197 $ | -4,4 % | 231.422 $ | ||||||||
| Hilltop Holdings Inc. | 223.998 $ | -6.756 $ | -2,9 % | |||||||||
| Brookwood Investment Group LLC | 222.946 $ | -9.045 $ | -3,9 % | |||||||||
| Cypress Wealth Services, LLC | 208.941 $ | -12.849 $ | -5,8 % | 221.790 $ | +5.284 $ | +2,4 % | 216.506 $ | +3 $ | +0,0 % | 216.503 $ | +4.115 $ | +1,9 % |
| Gerald Baker Financial Group LLC | 220.172 $ | +5.245 $ | +2,4 % | 214.927 $ | ||||||||
| Kingdom Financial Group LLC. | 3.759 $ | -39 $ | -1,0 % | 3.798 $ | -130.347 $ | -97,2 % | 134.145 $ | -85.904 $ | -39,0 % | 220.049 $ | ||
| Valmark Advisers, Inc. | 213.274 $ | -6.495 $ | -3,0 % | 219.769 $ | +28.155 $ | +14,7 % | 191.614 $ | |||||
| Worth Financial Advisory Group, LLC | 212.939 $ | |||||||||||
| AQR CAPITAL MANAGEMENT LLC | 211.672 $ | +3.182 $ | +1,5 % | 208.490 $ | -4.279 $ | -2,0 % | 212.769 $ | |||||
| AFT, FORSYTH & COMPANY, INC. | 212.140 $ | +834 $ | +0,4 % | |||||||||
| Bison Wealth, LLC | 207.979 $ | +3.545 $ | +1,7 % | 204.434 $ | ||||||||
| WESTCO ADVISORY SERVICES INC /ADV | 184.603 $ | -16.534 $ | -8,2 % | 201.137 $ | -3.987 $ | -1,9 % | 205.124 $ | |||||
| Park Square Financial Group, LLC | 204.691 $ | |||||||||||
| Jacobi Capital Management LLC | 191.441 $ | -7.343 $ | -3,7 % | 198.784 $ | +4.369 $ | +2,2 % | 194.415 $ | -10.185 $ | -5,0 % | 204.600 $ | -7.636 $ | -3,6 % |
| Dynamic Advisor Solutions LLC | 204.543 $ | |||||||||||
| Patriot Financial Group Insurance Agency, LLC | 203.512 $ | |||||||||||
| ODonnell Financial Services, LLC | 203.425 $ | |||||||||||
| Herold Advisors, Inc. | 202.000 $ | |||||||||||
| LEVEL FOUR ADVISORY SERVICES, LLC | 192.274 $ | -8.863 $ | -4,4 % | 201.137 $ | ||||||||
| Johnson Bixby & Associates, LLC | 200.247 $ | |||||||||||
| Concentrum Wealth Management | 199.073 $ | +2.993 $ | +1,5 % | 196.080 $ | -4.025 $ | -2,0 % | 200.105 $ | |||||
| Gaddis Premier Wealth Advisors LLC | 199.263 $ | |||||||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 192.476 $ | -6.396 $ | -3,2 % | 198.872 $ | ||||||||
| G&S Capital LLC | 193.987 $ | +117 $ | +0,1 % | 193.870 $ | ||||||||
| Sound Income Strategies, LLC | 171.871 $ | -2.816 $ | -1,6 % | 174.687 $ | +141.576 $ | +427,6 % | ||||||
| Mosley Wealth Management | 173.957 $ | |||||||||||
| Rossby Financial, LCC | 19.563 $ | -146.811 $ | -88,2 % | 166.374 $ | +4.205 $ | +2,6 % | 162.169 $ | -225 $ | -0,1 % | 162.394 $ | +135.665 $ | +507,6 % |
| Allworth Financial LP | 141.857 $ | +0 $ | +0,0 % | 141.857 $ | +2.178 $ | +1,6 % | 139.679 $ | -25.711 $ | -15,5 % | 165.390 $ | +98.087 $ | +145,7 % |
| Smartleaf Asset Management LLC | 165.260 $ | +5.142 $ | +3,2 % | 160.118 $ | +11.991 $ | +8,1 % | 148.127 $ | +146.325 $ | +8.120,1 % | |||
| CULLEN/FROST BANKERS, INC. | 63.581 $ | -99.229 $ | -60,9 % | 162.810 $ | ||||||||
| Ankerstar Wealth, LLC | 116.585 $ | +1.733 $ | +1,5 % | 114.852 $ | -24.520 $ | -17,6 % | 139.372 $ | |||||
| Lloyd Advisory Services, LLC. | 298 $ | -31 $ | -9,4 % | 329 $ | -133.816 $ | -99,8 % | 134.145 $ | |||||
| Blue Trust, Inc. | 133.160 $ | |||||||||||
| Global Retirement Partners, LLC | 122.099 $ | -7.843 $ | -6,0 % | 129.942 $ | +11.038 $ | +9,3 % | ||||||
| BANK OF MONTREAL /CAN/ | 36.748 $ | -71.297 $ | -66,0 % | 108.045 $ | -8.684 $ | -7,4 % | 116.729 $ | +76.686 $ | +191,5 % | |||
| AMERIFLEX GROUP, INC. | 91.605 $ | +1.848 $ | +2,1 % | 89.757 $ | -60.747 $ | -40,4 % | ||||||
| Greykasell Wealth Strategies, Inc. | 21.287 $ | -65.420 $ | -75,4 % | 86.707 $ | -1.779 $ | -2,0 % | 88.486 $ | |||||
| IFG Advisory, LLC | 76.268 $ | |||||||||||
| TUCKER ASSET MANAGEMENT LLC | 75.715 $ | +10.201 $ | +15,6 % | 65.514 $ | +17.331 $ | +36,0 % | 48.183 $ | -1.131 $ | -2,3 % | |||
| DEUTSCHE BANK AG\ | 74.109 $ | -180.850 $ | -70,9 % | |||||||||
| EVOLUTION WEALTH MANAGEMENT INC. | 26.715 $ | -35.764 $ | -57,2 % | 62.479 $ | +10.742 $ | +20,8 % | 51.737 $ | +1.791 $ | +3,6 % | 49.946 $ | +2.292 $ | +4,8 % |
| Qube Research & Technologies Ltd | 59.545 $ | +54.022 $ | +978,1 % | |||||||||
| REAP Financial Group, LLC | 58.457 $ | +2.788 $ | +5,0 % | 55.669 $ | +7.564 $ | +15,7 % | 48.105 $ | +1.766 $ | +3,8 % | 46.339 $ | +2.264 $ | +5,1 % |
| Paladin Advisory Group, LLC | 50.289 $ | +756 $ | +1,5 % | 49.533 $ | -1.017 $ | -2,0 % | 50.550 $ | +131 $ | +0,3 % | |||
| Larson Financial Group LLC | 46.441 $ | -3.152 $ | -6,4 % | 49.593 $ | +799 $ | +1,6 % | 48.794 $ | -456 $ | -0,9 % | 49.250 $ | -2.052 $ | -4,0 % |
| Parallel Advisors, LLC | 46.235 $ | |||||||||||
| BFC Planning, Inc. | 44.917 $ | +31.864 $ | +244,1 % | 13.053 $ | -4.391 $ | -25,2 % | ||||||
| Ameritas Investment Partners, Inc. | 42.552 $ | +653 $ | +1,6 % | 41.899 $ | -357 $ | -0,8 % | 42.256 $ | +460 $ | +1,1 % | |||
| Privatperson | 41.230 $ | |||||||||||
| RAFFA WEALTH MANAGEMENT, LLC | 39.139 $ | -324 $ | -0,8 % | 39.463 $ | -810 $ | -2,0 % | 40.273 $ | +104 $ | +0,3 % | |||
| RICHARDSON FINANCIAL SERVICES INC. | 39.770 $ | +31.860 $ | +402,8 % | |||||||||
| Cassaday & Co Wealth Management LLC | 38.580 $ | |||||||||||
| Colonial Trust Co / SC | 36.651 $ | +551 $ | +1,5 % | 36.100 $ | -741 $ | -2,0 % | 36.841 $ | +21.369 $ | +138,1 % | |||
| JONES FINANCIAL COMPANIES LLLP | 32.651 $ | |||||||||||
| Raleigh Capital Management Inc. | 21.626 $ | -8.528 $ | -28,3 % | 30.154 $ | +993 $ | +3,4 % | 29.161 $ | -3.174 $ | -9,8 % | 32.335 $ | +955 $ | +3,0 % |
| Triumph Capital Management | 29.156 $ | -943 $ | -3,1 % | 30.099 $ | +483 $ | +1,6 % | 29.616 $ | -939 $ | -3,1 % | 30.555 $ | ||
| EverSource Wealth Advisors, LLC | 28.935 $ | +435 $ | +1,5 % | 28.500 $ | -585 $ | -2,0 % | 29.085 $ | |||||
| Oakmont Advisory Group, LLC | 25.187 $ | |||||||||||
| Cornerstone Planning Group LLC | 23.138 $ | +11.462 $ | +98,2 % | |||||||||
| IAG Wealth Partners, LLC | 20.026 $ | |||||||||||
| N.E.W. Advisory Services LLC | 19.992 $ | +529 $ | +2,7 % | 19.463 $ | -115 $ | -0,6 % | 19.578 $ | |||||
| ORG Partners LLC | 19.390 $ | +50 $ | +0,3 % | |||||||||
| Burnham & Co LLC | 19.290 $ | |||||||||||
| Truvestments Capital LLC | 19.018 $ | +722 $ | +3,9 % | 18.296 $ | +27 $ | +0,1 % | 18.269 $ | -465 $ | -2,5 % | |||
| Silver Grove Financial Group, Inc. | 740 $ | -15.921 $ | -95,6 % | 16.661 $ | ||||||||
| Godfrey Financial Associates, Inc. | 13.966 $ | +210 $ | +1,5 % | 13.756 $ | -282 $ | -2,0 % | 14.038 $ | |||||
| Smithfield Trust Co | 14.000 $ | +0 $ | +0,0 % | 14.000 $ | +0 $ | +0,0 % | 14.000 $ | |||||
| WPG Advisers, LLC | 12.309 $ | -111 $ | -0,9 % | 12.420 $ | -367 $ | -2,9 % | ||||||
| Nova Wealth Management, Inc. | 8.623 $ | -2.777 $ | -24,4 % | 11.400 $ | -234 $ | -2,0 % | 11.634 $ | +30 $ | +0,3 % | |||
| Next Level Wealth Planning, LLC | 11.111 $ | |||||||||||
| Johnson Financial Group, Inc. | 10.784 $ | +163 $ | +1,5 % | 10.621 $ | ||||||||
| WHITTIER TRUST CO OF NEVADA INC | 8.291 $ | +107 $ | +1,3 % | 8.184 $ | ||||||||
| Privatperson | 8.016 $ | -24.405 $ | -75,3 % | |||||||||
| Signature Equity Partners, LLC | 1.475 $ | -68 $ | -4,4 % | 1.543 $ | -6.465 $ | -80,7 % | 8.008 $ | |||||
| TOUNJIAN ADVISORY PARTNERS, LLC | 5.572 $ | -2.128 $ | -27,6 % | 7.700 $ | ||||||||
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 6.228 $ | -3.848 $ | -38,2 % | |||||||||
| Horizon Investments, LLC | 3.195 $ | -2.816 $ | -46,8 % | 6.011 $ | +3.033 $ | +101,8 % | 2.978 $ | -7.318 $ | -71,1 % | |||
| HANTZ FINANCIAL SERVICES, INC. | 6.000 $ | +1.000 $ | +20,0 % | 5.000 $ | +0 $ | +0,0 % | 5.000 $ | |||||
| Capital Analysts, LLC | 6.000 $ | +0 $ | +0,0 % | |||||||||
| Park Place Capital Corp | 5.768 $ | +87 $ | +1,5 % | 5.681 $ | ||||||||
| Morton Brown Family Wealth, LLC | 5.498 $ | +83 $ | +1,5 % | 5.415 $ | -111 $ | -2,0 % | 5.526 $ | |||||
| Downshift Financial, LLC | 5.333 $ | +108 $ | +2,1 % | 5.225 $ | ||||||||
| AdvisorNet Financial, Inc | 5.263 $ | +125 $ | +2,4 % | 5.138 $ | -47 $ | -0,9 % | 5.185 $ | -153 $ | -2,9 % | |||
| MPWM ADVISORY SOLUTIONS, LLC | 4.823 $ | +73 $ | +1,5 % | 4.750 $ | ||||||||
| Legacy Wealth Managment, LLC/ID | 4.807 $ | |||||||||||
| Privatperson | 4.000 $ | +0 $ | +0,0 % | 4.000 $ | +0 $ | +0,0 % | 4.000 $ | -472.000 $ | -99,2 % | |||
| CX Institutional | 3.000 $ | |||||||||||
| Latitude Advisors, LLC | 2.914 $ | |||||||||||
| Mascoma Wealth Management LLC | 2.269 $ | |||||||||||
| Quest 10 Wealth Builders, Inc. | 2.164 $ | +1.083 $ | +100,2 % | 1.081 $ | ||||||||
| DT Investment Partners, LLC | 2.133 $ | |||||||||||
| NFSG Corp | 1.810 $ | -67 $ | -3,6 % | 1.877 $ | +29 $ | +1,6 % | ||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 1.794 $ | +1.617 $ | +913,6 % | 177 $ | ||||||||
| Team Financial Group, LLC | 1.618 $ | -93 $ | -5,4 % | 1.711 $ | -15 $ | -0,9 % | 1.726 $ | +19 $ | +1,1 % | |||
| MCGUIRE CAPITAL ADVISORS INC | 1.578 $ | +26 $ | +1,7 % | 1.552 $ | -57 $ | -3,5 % | 1.609 $ | |||||
| Caitlin John, LLC | 1.519 $ | +25 $ | +1,7 % | 1.494 $ | -56 $ | -3,6 % | 1.550 $ | +24 $ | +1,6 % | |||
| TOTH FINANCIAL ADVISORY CORP | 1.409 $ | |||||||||||
| TopTier Wealth Management, LLC | 1.409 $ | |||||||||||
| GK Wealth Management LLC | 1.400 $ | |||||||||||
| Essential Partners LLC | 1.047 $ | |||||||||||
| Motiv8 Investments LLC | 1.000 $ | |||||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 940 $ | +168 $ | +21,8 % | 772 $ | +12 $ | +1,6 % | 760 $ | -16 $ | -2,1 % | 776 $ | +2 $ | +0,3 % |
| Key Capital Management, INC | 883 $ | -23 $ | -2,5 % | 906 $ | +15 $ | +1,7 % | 891 $ | |||||
| Spectrum Wealth Advisory Group, LLC | 811 $ | |||||||||||
| Russell Investments Group, Ltd. | 69 $ | -4 $ | -5,5 % | 73 $ | -457 $ | -86,2 % | 530 $ | -3 $ | -0,6 % | 533 $ | -16 $ | -2,9 % |
| SBI Securities Co., Ltd. | 305 $ | +35 $ | +13,0 % | 270 $ | +80 $ | +42,1 % | 190 $ | |||||
| Sunbelt Securities, Inc. | 275 $ | +10 $ | +3,8 % | 265 $ | -72.044 $ | -99,6 % | ||||||
| Allspring Global Investments Holdings, LLC | 210 $ | |||||||||||
| DHJJ Financial Advisors, Ltd. | 101 $ | -5 $ | -4,7 % | 106 $ | +2 $ | +1,9 % | 104 $ | -2 $ | -1,9 % | 106 $ | +0 $ | +0,0 % |
| PETERSON WEALTH MANAGEMENT | 86 $ | -5 $ | -5,5 % | 91 $ | +2 $ | +2,2 % | 89 $ | |||||
| Total | 691.598.385 $ | -48.474.468 $ | +109,0 % | 2.245.714.223 $ | +63.616.745 $ | +7,0 % | 2.187.552.277 $ | +95.129.111 $ | +56,3 % | 2.079.055.880 $ | +133.607.345 $ | +54,9 % |
Not investment advice, no individual recommendation.
The figures shown here are an aggregated evaluation of publicly available
regulatory filings and public registers and do not constitute an assessment or
recommendation regarding individual securities, funds, or issuers.
Conflicts of interest: The operator may receive affiliate compensation via linked providers (e.g. brokers) and may hold positions in the securities discussed. Methodology: Calculation basis.
Conflicts of interest: The operator may receive affiliate compensation via linked providers (e.g. brokers) and may hold positions in the securities discussed. Methodology: Calculation basis.
Not investment advice, no individual recommendation.
Aggregated evaluation of public regulatory filings, no assessment of individual
securities. The operator may receive affiliate compensation via linked providers
and may hold positions.
Legal notices.