| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 870.912.475 $ | +28.819.651 $ | +139,0 % | 17.594.010.891 $ | +1.584.645.599 $ | +242,8 % | 15.919.725.948 $ | +3.245.418.470 $ | +725,0 % | 12.414.176.036 $ | +4.367.983.124 $ | +211,4 % |
| Nicht ausgewiesen | 11.970.581.224 $ | +644.189.659 $ | +5,7 % | 11.326.391.565 $ | +2.116.938.184 $ | +23,0 % | 9.209.453.381 $ | +3.961.567.243 $ | +75,5 % | |||
| LPL Financial LLC | 927.629.121 $ | +150.398.790 $ | +19,4 % | 777.230.331 $ | +95.810.935 $ | +14,1 % | 681.419.396 $ | +42.008.977 $ | +6,6 % | |||
| Dynasty Wealth Management, LLC | 455.159.495 $ | +88.981.755 $ | +24,3 % | 366.177.740 $ | +361.725.269 $ | +8.124,1 % | 4.452.471 $ | +58.747 $ | +1,3 % | |||
| OpenArc Corporate Advisory, LLC | 271.720.328 $ | +15.153.302 $ | +5,9 % | 256.567.026 $ | +53.953.688 $ | +26,6 % | 202.613.338 $ | |||||
| JOHNSON INVESTMENT COUNSEL INC | 240.805.327 $ | +21.073.365 $ | +9,6 % | 219.731.962 $ | +11.044.554 $ | +5,3 % | 208.687.408 $ | +14.179.464 $ | +7,3 % | |||
| JPMORGAN CHASE & CO | 220.859.412 $ | +47.389.001 $ | +27,3 % | 173.470.411 $ | +141.859.015 $ | +448,8 % | 31.611.396 $ | -14.436.264 $ | -31,4 % | |||
| BBR PARTNERS, LLC | 220.770.718 $ | +19.065.790 $ | +9,5 % | 201.704.928 $ | +20.123.664 $ | +11,1 % | 181.581.264 $ | +26.880.238 $ | +17,4 % | |||
| BANK OF AMERICA CORP /DE/ | 218.441.430 $ | +5.291.515 $ | +2,5 % | 213.149.915 $ | +106.509.437 $ | +99,9 % | 106.640.478 $ | +7.106.361 $ | +7,1 % | |||
| SAGESPRING WEALTH PARTNERS, LLC | 163.294.739 $ | +5.680.023 $ | +3,6 % | 157.614.716 $ | +28.533.524 $ | +22,1 % | 129.081.192 $ | +120.159.601 $ | +1.346,8 % | 8.921.591 $ | +437.708 $ | +5,2 % |
| MORGAN STANLEY | 161.475.468 $ | +19.697.136 $ | +13,9 % | 141.778.332 $ | +4.652.420 $ | +3,4 % | 137.125.912 $ | +32.224.268 $ | +30,7 % | |||
| RAYMOND JAMES FINANCIAL INC | 160.742.179 $ | +41.089.736 $ | +34,3 % | 119.652.443 $ | +6.981.566 $ | +6,2 % | 112.670.877 $ | +23.604.964 $ | +26,5 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 111.530.359 $ | +30.568.868 $ | +37,8 % | 80.961.491 $ | +57.247.901 $ | +241,4 % | 23.713.590 $ | +15.626.341 $ | +193,2 % | |||
| UBS Group AG | 106.792.979 $ | +28.193.743 $ | +35,9 % | 78.599.236 $ | -21.471.149 $ | -21,5 % | 100.070.385 $ | +9.441.554 $ | +10,4 % | |||
| NorthRock Partners, LLC | 99.500.397 $ | +68.070.472 $ | +216,6 % | 31.429.925 $ | -924.696 $ | -2,9 % | 32.354.621 $ | -1.705.408 $ | -5,0 % | |||
| WELLS FARGO & COMPANY/MN | 99.215.022 $ | +35.453.748 $ | +55,6 % | 63.761.274 $ | +952.954 $ | +1,5 % | 62.808.320 $ | +32.620.099 $ | +108,1 % | |||
| Arkadios Wealth Advisors | 3.629.925 $ | -94.229.637 $ | -96,3 % | 97.859.562 $ | +95.265.088 $ | +3.671,8 % | 2.594.474 $ | +62.063 $ | +2,5 % | |||
| Wagner Wealth Management, LLC | 90.048.028 $ | +11.938.947 $ | +15,3 % | 78.109.081 $ | -18.057.651 $ | -18,8 % | 96.166.732 $ | +3.556.945 $ | +3,8 % | 92.609.787 $ | +12.135.334 $ | +15,1 % |
| ENVESTNET ASSET MANAGEMENT INC | 95.575.406 $ | +25.712.318 $ | +36,8 % | 69.863.088 $ | +19.458.984 $ | +38,6 % | 50.404.104 $ | -2.286.435 $ | -4,3 % | |||
| Betterment LLC | 85.922.000 $ | +23.313.000 $ | +37,2 % | 62.609.000 $ | +6.148.000 $ | +10,9 % | 56.461.000 $ | +5.431.000 $ | +10,6 % | |||
| Integrated Wealth Concepts LLC | 76.487.222 $ | +23.390.216 $ | +44,1 % | 53.097.006 $ | +15.856.017 $ | +42,6 % | 37.240.989 $ | +4.957.997 $ | +15,4 % | |||
| JANE STREET GROUP, LLC | 61.277.986 $ | +24.112.366 $ | +64,9 % | 37.165.620 $ | -37.823.522 $ | -50,4 % | 74.989.142 $ | +62.566.391 $ | +503,6 % | |||
| ROYAL BANK OF CANADA | 71.282.000 $ | -2.706.000 $ | -3,7 % | 73.988.000 $ | +10.263.000 $ | +16,1 % | 63.725.000 $ | +17.686.000 $ | +38,4 % | |||
| OSAIC HOLDINGS, INC. | 67.480.277 $ | +15.191.253 $ | +29,1 % | 52.289.024 $ | -10.425.187 $ | -16,6 % | 62.714.211 $ | +7.889.121 $ | +14,4 % | |||
| BOS Asset Management, LLC | 53.802.038 $ | -2.295.234 $ | -4,1 % | 56.097.272 $ | +2.709.100 $ | +5,1 % | 53.388.172 $ | +3.628.313 $ | +7,3 % | 49.759.859 $ | -693.284 $ | -1,4 % |
| Northwest Financial Advisors | 54.581.443 $ | |||||||||||
| TRUIST FINANCIAL CORP | 46.509.044 $ | +13.448.435 $ | +40,7 % | 33.060.609 $ | +2.674.771 $ | +8,8 % | 30.385.838 $ | +4.116.678 $ | +15,7 % | |||
| IHT Wealth Management, LLC | 45.353.682 $ | +105.588 $ | +0,2 % | 45.248.094 $ | +17.762.187 $ | +64,6 % | 27.485.907 $ | +737.628 $ | +2,8 % | |||
| Kensington Asset Management, LLC | 43.785.429 $ | +7.453.827 $ | +20,5 % | 36.331.602 $ | +10.195.990 $ | +39,0 % | 26.135.612 $ | +925.509 $ | +3,7 % | |||
| Cambridge Investment Research Advisors, Inc. | 43.319.000 $ | +27.851.000 $ | +180,1 % | 15.468.000 $ | +866.000 $ | +5,9 % | 14.602.000 $ | +551.000 $ | +3,9 % | |||
| FLOW TRADERS U.S. LLC | 1.028.000 $ | -41.723.000 $ | -97,6 % | 42.751.000 $ | +40.786.000 $ | +2.075,6 % | ||||||
| AMERIPRISE FINANCIAL INC | 41.677.575 $ | +40.954.175 $ | +5.661,3 % | 723.400 $ | -3.621.974 $ | -83,4 % | 4.345.374 $ | -90.162 $ | -2,0 % | |||
| Private Advisor Group, LLC | 41.607.097 $ | +13.773.951 $ | +49,5 % | 27.833.146 $ | +8.143 $ | +0,0 % | 27.825.003 $ | +2.193.092 $ | +8,6 % | |||
| Bleakley Financial Group, LLC | 38.824.222 $ | +11.828.625 $ | +43,8 % | 26.995.597 $ | +22.078.251 $ | +449,0 % | 4.917.346 $ | |||||
| HighTower Advisors, LLC | 38.418.178 $ | +5.454.287 $ | +16,5 % | 32.963.891 $ | +10.006.119 $ | +43,6 % | 22.957.772 $ | +4.538.474 $ | +24,6 % | |||
| NewEdge Advisors, LLC | 37.601.177 $ | +1.537.591 $ | +4,3 % | 36.063.586 $ | -223.885 $ | -0,6 % | 36.287.471 $ | +1.347.478 $ | +3,9 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 31.110.162 $ | +6.232.140 $ | +25,1 % | 24.878.022 $ | -1.079.338 $ | -4,2 % | 25.957.360 $ | +4.676.360 $ | +22,0 % | |||
| Worth Financial Advisory Group, LLC | 1.936.265 $ | -155.959 $ | -7,5 % | 2.092.224 $ | -27.929.876 $ | -93,0 % | 30.022.100 $ | +29.128.095 $ | +3.258,2 % | 894.005 $ | +351.627 $ | +64,8 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18.479.846 $ | -1.138.243 $ | -5,8 % | 19.618.089 $ | -2.198.082 $ | -10,1 % | 21.816.171 $ | -5.372.828 $ | -19,8 % | 27.188.999 $ | +3.496.689 $ | +14,8 % |
| LVW Advisors, LLC | 18.323.179 $ | -8.663.163 $ | -32,1 % | 26.986.342 $ | +2.269.105 $ | +9,2 % | 24.717.237 $ | -851.953 $ | -3,3 % | 25.569.190 $ | +976.712 $ | +4,0 % |
| Intrepid Financial Planning Group LLC | 25.264.799 $ | +5.485.613 $ | +27,7 % | 19.779.186 $ | +673.683 $ | +3,5 % | 19.105.503 $ | +3.288.301 $ | +20,8 % | |||
| KPP Advisory Services LLC | 24.666.683 $ | +5.271.525 $ | +27,2 % | 19.395.158 $ | +5.597.073 $ | +40,6 % | 13.798.085 $ | +4.596.525 $ | +50,0 % | |||
| Sanctuary Advisors, LLC | 24.186.327 $ | +5.356.103 $ | +28,4 % | 18.830.224 $ | +566.408 $ | +3,1 % | 18.263.816 $ | -12.870.608 $ | -41,3 % | |||
| GLENMEDE TRUST CO NA | 23.374.092 $ | +22.277.933 $ | +2.032,4 % | 1.096.159 $ | ||||||||
| Steward Partners Investment Advisory, LLC | 22.465.118 $ | +1.083.231 $ | +5,1 % | 21.381.887 $ | +16.517.721 $ | +339,6 % | 4.864.166 $ | +1.615.234 $ | +49,7 % | |||
| UNIQUE WEALTH, LLC | 21.810.758 $ | -567.794 $ | -2,5 % | 22.378.552 $ | +6.422.551 $ | +40,3 % | 15.956.001 $ | |||||
| FSM Wealth Advisors, LLC | 22.094.921 $ | +8.646.637 $ | +64,3 % | 13.448.284 $ | +2.184.580 $ | +19,4 % | 11.263.704 $ | +2.176.253 $ | +23,9 % | |||
| GOLDMAN SACHS GROUP INC | 9.423.669 $ | +7.823.844 $ | +489,0 % | 1.599.825 $ | -19.889.639 $ | -92,6 % | 21.489.464 $ | +5.285.561 $ | +32,6 % | |||
| Tulsa Wealth Advisors, INC | 21.392.083 $ | |||||||||||
| Stratos Wealth Partners, LTD. | 20.658.841 $ | +2.553.598 $ | +14,1 % | 18.105.243 $ | +2.496.416 $ | +16,0 % | 15.608.827 $ | +614.001 $ | +4,1 % | |||
| Embree Financial Group | 17.850.611 $ | -2.580.985 $ | -12,6 % | 20.431.596 $ | +6.576.338 $ | +47,5 % | 13.855.258 $ | +3.773.229 $ | +37,4 % | 10.082.029 $ | +3.575.791 $ | +55,0 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.917.226 $ | -6.579.343 $ | -33,7 % | 19.496.569 $ | +13.312.860 $ | +215,3 % | 6.183.709 $ | +208.128 $ | +3,5 % | |||
| Concurrent Investment Advisors, LLC | 16.676.707 $ | -2.223.326 $ | -11,8 % | 18.900.033 $ | +15.362.372 $ | +434,3 % | 3.537.661 $ | -16.292 $ | -0,5 % | 3.553.953 $ | +936.941 $ | +35,8 % |
| HB Wealth Management, LLC | 16.047.119 $ | +916.421 $ | +6,1 % | 15.130.698 $ | -2.888.557 $ | -16,0 % | 18.019.255 $ | +76.691 $ | +0,4 % | |||
| Cresset Asset Management, LLC | 17.893.604 $ | +6.901.371 $ | +62,8 % | 10.992.233 $ | +9.496.120 $ | +634,7 % | 1.496.113 $ | |||||
| Global Retirement Partners, LLC | 17.814.250 $ | +11.975.405 $ | +205,1 % | 5.838.845 $ | +5.612.339 $ | +2.477,8 % | ||||||
| STIFEL FINANCIAL CORP | 17.679.333 $ | +2.392.635 $ | +15,7 % | 15.286.698 $ | -543.428 $ | -3,4 % | 15.830.126 $ | +4.834.027 $ | +44,0 % | |||
| Mariner, LLC | 3.568.562 $ | -9.514.823 $ | -72,7 % | 13.083.385 $ | -4.556.272 $ | -25,8 % | 17.639.657 $ | -2.839.418 $ | -13,9 % | |||
| Ausdal Financial Partners, Inc. | 17.637.319 $ | +737.725 $ | +4,4 % | 16.899.594 $ | +1.180.859 $ | +7,5 % | 15.718.735 $ | -1.866.146 $ | -10,6 % | |||
| ASSETMARK, INC | 16.446.744 $ | -566.116 $ | -3,3 % | 17.012.860 $ | +51.093 $ | +0,3 % | 16.961.767 $ | -43.044 $ | -0,3 % | 17.004.811 $ | +6.847.007 $ | +67,4 % |
| PMG Wealth Management, Inc. | 16.488.427 $ | +3.864.538 $ | +30,6 % | 12.623.889 $ | +7.500.835 $ | +146,4 % | 5.123.054 $ | +245.239 $ | +5,0 % | |||
| WEDBUSH SECURITIES INC | 16.252.000 $ | +7.899.000 $ | +94,6 % | 8.353.000 $ | -1.289.000 $ | -13,4 % | 9.642.000 $ | +362.000 $ | +3,9 % | 9.280.000 $ | +3.202.000 $ | +52,7 % |
| Huntleigh Advisors, Inc. | 15.925.585 $ | +640.396 $ | +4,2 % | 15.285.189 $ | +653.890 $ | +4,5 % | 14.631.299 $ | +3.039.767 $ | +26,2 % | |||
| D.A. DAVIDSON & CO. | 15.879.786 $ | +494.048 $ | +3,2 % | 15.385.738 $ | +2.007.224 $ | +15,0 % | 13.378.514 $ | +2.775.611 $ | +26,2 % | |||
| Kingsview Wealth Management, LLC | 15.514.545 $ | +1.867.017 $ | +13,7 % | 13.647.528 $ | -1.218.759 $ | -8,2 % | 14.866.287 $ | +996.561 $ | +7,2 % | |||
| Centerline Wealth Advisors, LLC | 15.230.330 $ | -129.057 $ | -0,8 % | 15.359.387 $ | +2.350.675 $ | +18,1 % | 13.008.712 $ | |||||
| Solano Wealth Investment Advisors LLC | 12.916.921 $ | -1.977.196 $ | -13,3 % | 14.894.117 $ | +1.031.584 $ | +7,4 % | 13.862.533 $ | +177.894 $ | +1,3 % | |||
| HighPoint Advisor Group LLC | 14.782.106 $ | +2.675.978 $ | +22,1 % | 12.106.128 $ | +10.716.624 $ | +771,3 % | 1.389.504 $ | |||||
| MGO ONE SEVEN LLC | 6.994.656 $ | -68.767 $ | -1,0 % | 7.063.423 $ | -7.676.118 $ | -52,1 % | 14.739.541 $ | +716.002 $ | +5,1 % | |||
| MML INVESTORS SERVICES, LLC | 14.467.305 $ | +6.130.355 $ | +73,5 % | 8.336.950 $ | +2.882.083 $ | +52,8 % | 5.454.867 $ | +1.218.205 $ | +28,8 % | |||
| Quantum Private Wealth, LLC | 12.751.288 $ | -1.362.887 $ | -9,7 % | 14.114.175 $ | +1.995.683 $ | +16,5 % | 12.118.492 $ | +20.180 $ | +0,2 % | 12.098.312 $ | -667.678 $ | -5,2 % |
| CITADEL ADVISORS LLC | 13.621.127 $ | +5.510.053 $ | +67,9 % | 8.111.074 $ | +2.348.932 $ | +40,8 % | 5.762.142 $ | -7.090.270 $ | -55,2 % | |||
| Beacon Pointe Advisors, LLC | 13.518.387 $ | +3.965.333 $ | +41,5 % | 9.553.054 $ | +3.050.323 $ | +46,9 % | 6.502.731 $ | +2.055.256 $ | +46,2 % | |||
| Advisory Resource Group | 13.306.667 $ | +3.357.725 $ | +33,7 % | 9.948.942 $ | +20.741 $ | +0,2 % | 9.928.201 $ | +227.675 $ | +2,3 % | |||
| GREAT VALLEY ADVISOR GROUP, INC. | 13.062.003 $ | -165.888 $ | -1,3 % | 13.227.891 $ | +529.210 $ | +4,2 % | 12.698.681 $ | +1.912.258 $ | +17,7 % | |||
| Cerity Partners LLC | 11.828.495 $ | -1.223.152 $ | -9,4 % | 13.051.647 $ | +9.906.852 $ | +315,0 % | 3.144.795 $ | |||||
| Legacy Wealth Advisors, LLC | 12.837.363 $ | +957.500 $ | +8,1 % | 11.879.863 $ | +450.620 $ | +3,9 % | 11.429.243 $ | |||||
| Anderson Financial Strategies, LLC | 12.188.863 $ | +293.121 $ | +2,5 % | 11.895.742 $ | +722.266 $ | +6,5 % | 11.173.476 $ | +2.408.036 $ | +27,5 % | |||
| Next Level Private LLC | 11.397.430 $ | +817.171 $ | +7,7 % | 10.580.259 $ | +615.953 $ | +6,2 % | 9.964.306 $ | +7.059.115 $ | +243,0 % | 2.905.191 $ | +974.282 $ | +50,5 % |
| CWM, LLC | 11.295.495 $ | +4.403.495 $ | +63,9 % | 6.892.000 $ | +155.000 $ | +2,3 % | ||||||
| Rockefeller Capital Management L.P. | 11.230.064 $ | +1.998.983 $ | +21,7 % | 9.231.081 $ | +477.093 $ | +5,5 % | 8.753.988 $ | +1.071.801 $ | +14,0 % | |||
| DDFG, Inc | 11.175.526 $ | +64.244 $ | +0,6 % | 11.111.282 $ | -33.013 $ | -0,3 % | 11.144.295 $ | +191.375 $ | +1,7 % | 10.952.920 $ | ||
| Kestra Advisory Services, LLC | 11.128.027 $ | +1.537.437 $ | +16,0 % | 9.590.590 $ | -1.418.952 $ | -12,9 % | 11.009.542 $ | -3.738.333 $ | -25,3 % | |||
| SageGuard Financial Group, LLC | 10.921.362 $ | +9.479.290 $ | +657,3 % | 1.442.072 $ | ||||||||
| OPPENHEIMER ASSET MANAGEMENT INC. | 10.325.380 $ | -107.758 $ | -1,0 % | 10.433.138 $ | -234.895 $ | -2,2 % | ||||||
| FOCUSED ALPHA, LLC | 10.175.014 $ | -204.418 $ | -2,0 % | 10.379.432 $ | +4.745.534 $ | +84,2 % | 5.633.898 $ | -65.031 $ | -1,1 % | 5.698.929 $ | ||
| Warner Group LLC | 10.205.000 $ | +7.149.658 $ | +234,0 % | 3.055.342 $ | ||||||||
| SOL Capital Management CO | 10.051.000 $ | -105.000 $ | -1,0 % | |||||||||
| Atria Investments, Inc | 214.455 $ | -198.001 $ | -48,0 % | 412.456 $ | +10.269 $ | +2,6 % | 402.187 $ | -9.531.796 $ | -96,0 % | 9.933.983 $ | -830.878 $ | -7,7 % |
| Strid Group, LLC | 9.851.424 $ | +70.083 $ | +0,7 % | 9.781.341 $ | +1.320.992 $ | +15,6 % | 8.460.349 $ | -283.718 $ | -3,2 % | |||
| Eldridge Investment Advisors, Inc. | 9.423.543 $ | |||||||||||
| Quotient Wealth Partners, LLC | 9.168.492 $ | +2.780.468 $ | +43,5 % | 6.388.024 $ | +3.335.772 $ | +109,3 % | 3.052.252 $ | -1.368.422 $ | -31,0 % | |||
| Cetera Investment Advisers | 8.981.601 $ | +2.464.277 $ | +37,8 % | 6.517.324 $ | -351.485 $ | -5,1 % | 6.868.809 $ | +3.039.516 $ | +79,4 % | |||
| Advisory Services Network, LLC | 8.977.324 $ | +1.951.570 $ | +27,8 % | 7.025.754 $ | +2.006.948 $ | +40,0 % | 5.018.806 $ | +560.692 $ | +12,6 % | |||
| FIRST AMERICAN TRUST, FSB | 8.933.929 $ | +4.690.680 $ | +110,5 % | 4.243.249 $ | ||||||||
| Colonial River Investments, LLC | 8.385.663 $ | +834.802 $ | +11,1 % | 7.550.861 $ | ||||||||
| EVOLVE PRIVATE WEALTH, LLC | 225.704 $ | -7.736.016 $ | -97,2 % | 7.961.720 $ | ||||||||
| Independent Advisor Alliance | 7.579.687 $ | |||||||||||
| Quantinno Capital Management LP | 3.630.311 $ | +2.674.888 $ | +280,0 % | 955.423 $ | -6.551.723 $ | -87,3 % | 7.507.146 $ | |||||
| SevenBridge Financial Group, LLC | 5.699.726 $ | -1.309.542 $ | -18,7 % | 7.009.268 $ | -355.282 $ | -4,8 % | 7.364.550 $ | -95.810 $ | -1,3 % | |||
| Aptus Capital Advisors, LLC | 6.998.503 $ | -111.875 $ | -1,6 % | 7.110.378 $ | -213.505 $ | -2,9 % | 7.323.883 $ | -254.297 $ | -3,4 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 7.282.532 $ | +3.354.452 $ | +85,4 % | 3.928.080 $ | ||||||||
| StoneCrest Wealth Management, Inc. | 7.220.998 $ | +1.387.744 $ | +23,8 % | 5.833.254 $ | +382.634 $ | +7,0 % | 5.450.620 $ | +585.000 $ | +12,0 % | |||
| ARROW FINANCIAL CORP | 6.738.197 $ | +332.684 $ | +5,2 % | 6.405.513 $ | +115.280 $ | +1,8 % | 6.290.233 $ | |||||
| Golden State Wealth Management, LLC | 1.663.384 $ | -3.897.172 $ | -70,1 % | 5.560.556 $ | -912.206 $ | -14,1 % | 6.472.762 $ | +6.436.646 $ | +17.822,1 % | |||
| Storen Legacy Partners, LLC | 6.367.397 $ | |||||||||||
| FLAGSHIP HARBOR ADVISORS, LLC | 6.298.657 $ | +2.404.953 $ | +61,8 % | 3.893.704 $ | +173.196 $ | +4,7 % | 3.720.508 $ | +632.902 $ | +20,5 % | |||
| Creative Planning | 6.024.806 $ | +5.450.638 $ | +949,3 % | 574.168 $ | +249.310 $ | +76,7 % | 324.858 $ | +5.680 $ | +1,8 % | |||
| Perigon Wealth Management, LLC | 5.261.860 $ | -640.432 $ | -10,9 % | 5.902.292 $ | +3.358.246 $ | +132,0 % | 2.544.046 $ | |||||
| Leverty Financial Group, LLC | 5.714.826 $ | +3.785.796 $ | +196,3 % | 1.929.030 $ | +507.906 $ | +35,7 % | 1.421.124 $ | -924.481 $ | -39,4 % | 2.345.605 $ | +2.127.451 $ | +975,2 % |
| IFG Advisory, LLC | 4.210.009 $ | -1.397.873 $ | -24,9 % | 5.607.882 $ | ||||||||
| VestGen Advisors, LLC | 5.571.619 $ | +752.466 $ | +15,6 % | 4.819.153 $ | +4.342.684 $ | +911,4 % | 476.469 $ | -1.046.451 $ | -68,7 % | |||
| Nicht ausgewiesen | 5.496.517 $ | +4.370.274 $ | +388,0 % | 1.126.243 $ | ||||||||
| Fluent Financial, LLC | 5.319.358 $ | +1.328.949 $ | +33,3 % | 3.990.409 $ | +192.009 $ | +5,1 % | 3.798.400 $ | +1.780.491 $ | +88,2 % | 2.017.909 $ | +607.966 $ | +43,1 % |
| Tortoise Investment Management, LLC | 5.275.386 $ | |||||||||||
| ADAPT WEALTH ADVISORS, LLC | 4.830.330 $ | -365.256 $ | -7,0 % | 5.195.586 $ | +2.797.028 $ | +116,6 % | 2.398.558 $ | -1.570.764 $ | -39,6 % | |||
| Americana Partners, LLC | 4.840.019 $ | -223.721 $ | -4,4 % | |||||||||
| Cyndeo Wealth Partners, LLC | 4.829.520 $ | +220.118 $ | +4,8 % | 4.609.402 $ | +1.487.928 $ | +47,7 % | 3.121.474 $ | |||||
| FIFTH THIRD BANCORP | 4.646.130 $ | +276.584 $ | +6,3 % | 4.369.546 $ | +3.946.585 $ | +933,1 % | 422.961 $ | |||||
| RMR Capital Management, LLC | 4.414.905 $ | +394.826 $ | +9,8 % | 4.020.079 $ | -293.758 $ | -6,8 % | 4.313.837 $ | -358.595 $ | -7,7 % | |||
| Chemistry Wealth Management LLC | 4.387.999 $ | +11.487 $ | +0,3 % | 4.376.512 $ | +182.366 $ | +4,3 % | 4.194.146 $ | |||||
| Relyea Zuckerberg Hanson LLC | 3.245.950 $ | -1.120.519 $ | -25,7 % | 4.366.469 $ | +324.321 $ | +8,0 % | 4.042.148 $ | +823.006 $ | +25,6 % | 3.219.142 $ | ||
| Cornerstone Wealth Management, LLC | 4.288.039 $ | +1.618.920 $ | +60,7 % | 2.669.119 $ | +1.966.509 $ | +279,9 % | 702.610 $ | +141.000 $ | +25,1 % | |||
| JOURNEY STRATEGIC WEALTH LLC | 4.270.818 $ | +45.988 $ | +1,1 % | 4.224.830 $ | +135.701 $ | +3,3 % | ||||||
| D L CARLSON INVESTMENT GROUP INC | 3.646.673 $ | +61.818 $ | +1,7 % | 3.584.855 $ | -624.706 $ | -14,8 % | 4.209.561 $ | +440.078 $ | +11,7 % | |||
| EP Wealth Advisors, LLC | 4.204.050 $ | +876.586 $ | +26,3 % | 3.327.464 $ | -229.721 $ | -6,5 % | 3.557.185 $ | |||||
| Vise Technologies, Inc. | 4.077.809 $ | |||||||||||
| USAdvisors Wealth Management, LLC | 3.770.000 $ | -276.000 $ | -6,8 % | 4.046.000 $ | +1.196.000 $ | +42,0 % | 2.850.000 $ | -77.000 $ | -2,6 % | 2.927.000 $ | -8.000 $ | -0,3 % |
| COMERICA BANK | 4.028.225 $ | +1.299.123 $ | +47,6 % | |||||||||
| CARY STREET PARTNERS FINANCIAL LLC | 3.837.817 $ | +2.319.950 $ | +152,8 % | 1.517.867 $ | +515.732 $ | +51,5 % | 1.002.135 $ | |||||
| Planned Solutions, Inc. | 3.809.074 $ | +503.882 $ | +15,2 % | 3.305.192 $ | +654.878 $ | +24,7 % | 2.650.314 $ | +9.395 $ | +0,4 % | 2.640.919 $ | ||
| Stonebridge Financial Group, LLC / MO | 3.632.972 $ | +68.876 $ | +1,9 % | 3.564.096 $ | -225.525 $ | -6,0 % | 3.789.621 $ | |||||
| Elequin Capital, LP | 3.734.885 $ | +2.109.095 $ | +129,7 % | 1.625.790 $ | -612.721 $ | -27,4 % | 2.238.511 $ | |||||
| Pathstone Holdings, LLC | 3.079.498 $ | -609.918 $ | -16,5 % | 3.689.416 $ | +1.298.356 $ | +54,3 % | 2.391.060 $ | -135.877 $ | -5,4 % | |||
| Cooper Financial Group | 3.084.791 $ | -552.637 $ | -15,2 % | 3.637.428 $ | +364.033 $ | +11,1 % | 3.273.395 $ | |||||
| VALLEY WEALTH MANAGERS, INC. | 3.513.302 $ | +1.405.488 $ | +66,7 % | 2.107.814 $ | -88.304 $ | -4,0 % | 2.196.118 $ | +115.677 $ | +5,6 % | 2.080.441 $ | +616.331 $ | +42,1 % |
| Heck Capital Advisors, LLC | 1.160.239 $ | -2.336.919 $ | -66,8 % | 3.497.158 $ | +82.898 $ | +2,4 % | 3.414.260 $ | +6.212 $ | +0,2 % | 3.408.048 $ | +1.306.393 $ | +62,2 % |
| Signature Equity Partners, LLC | 3.399.121 $ | +3.392.185 $ | +48.906,9 % | 6.936 $ | -17 $ | -0,2 % | 6.953 $ | |||||
| MAI Capital Management | 3.263.119 $ | +33.688 $ | +1,0 % | 3.229.431 $ | +1.918.425 $ | +146,3 % | 1.311.006 $ | |||||
| GFG Capital, LLC | 3.185.643 $ | +144.700 $ | +4,8 % | 3.040.943 $ | +232.092 $ | +8,3 % | 2.808.851 $ | -299.690 $ | -9,6 % | 3.108.541 $ | +15.906 $ | +0,5 % |
| EverSource Wealth Advisors, LLC | 3.117.211 $ | +451.938 $ | +17,0 % | 2.665.273 $ | +315.972 $ | +13,4 % | 2.349.301 $ | +724.785 $ | +44,6 % | |||
| Atlas Private Wealth Advisors | 2.017.483 $ | -541.316 $ | -21,2 % | 2.558.799 $ | -537.913 $ | -17,4 % | 3.096.712 $ | -1.990.312 $ | -39,1 % | |||
| Platform Technology Partners | 3.069.996 $ | +82.873 $ | +2,8 % | 2.987.123 $ | -7.283 $ | -0,2 % | 2.994.406 $ | +219.840 $ | +7,9 % | |||
| Western Wealth Management, LLC | 2.912.400 $ | +118.897 $ | +4,3 % | 2.793.503 $ | +1.631.518 $ | +140,4 % | 1.161.985 $ | +223.264 $ | +23,8 % | |||
| Ameritas Advisory Services, LLC | 2.895.650 $ | +2.578.821 $ | +813,9 % | 316.829 $ | -3.368 $ | -1,1 % | 320.197 $ | -6.398 $ | -2,0 % | |||
| BETO FINANCIAL GROUP, LLC | 1.719.881 $ | -237.307 $ | -12,1 % | 1.957.188 $ | -926.298 $ | -32,1 % | 2.883.486 $ | |||||
| OLD MISSION CAPITAL LLC | 1.152.385 $ | -823.712 $ | -41,7 % | 1.976.097 $ | -864.765 $ | -30,4 % | 2.840.862 $ | +1.645.786 $ | +137,7 % | |||
| COZAD ASSET MANAGEMENT INC | 2.769.514 $ | +2.069.374 $ | +295,6 % | 700.140 $ | -146.002 $ | -17,3 % | 846.142 $ | -2.786 $ | -0,3 % | |||
| TME FINANCIAL, INC. | 2.695.557 $ | -34.576 $ | -1,3 % | 2.730.133 $ | +151.233 $ | +5,9 % | 2.578.900 $ | -41.076 $ | -1,6 % | 2.619.976 $ | +24.216 $ | +0,9 % |
| New Republic Capital, LLC | 2.705.824 $ | +70.119 $ | +2,7 % | 2.635.705 $ | +4.325 $ | +0,2 % | 2.631.380 $ | -53.162 $ | -2,0 % | |||
| PNC FINANCIAL SERVICES GROUP, INC. | 1.383.880 $ | +3.459 $ | +0,3 % | 1.380.421 $ | -1.248.357 $ | -47,5 % | 2.628.778 $ | -1.138.855 $ | -30,2 % | |||
| SFG Wealth Management, LLC. | 2.568.399 $ | |||||||||||
| Wavvest Wealth LLC | 2.529.932 $ | |||||||||||
| TD PRIVATE CLIENT WEALTH LLC | 2.508.709 $ | |||||||||||
| PERSPECTIVE WEALTH ADVISORS LLC | 2.476.276 $ | |||||||||||
| Equitable Holdings, Inc. | 2.422.260 $ | +758.779 $ | +45,6 % | 1.663.481 $ | +145.272 $ | +9,6 % | 1.518.209 $ | +608.542 $ | +66,9 % | |||
| ENCOMPASS WEALTH ADVISORS, LLC | 2.277.110 $ | +1.138.677 $ | +100,0 % | 1.138.433 $ | +4.909 $ | +0,4 % | 1.133.524 $ | +996 $ | +0,1 % | 1.132.528 $ | +26.603 $ | +2,4 % |
| RFG - Bristol Wealth Advisors, LLC | 2.191.995 $ | +457.378 $ | +26,4 % | 1.734.617 $ | +209.309 $ | +13,7 % | 1.525.308 $ | -94.943 $ | -5,9 % | 1.620.251 $ | +1.071.956 $ | +195,5 % |
| Whipplewood Advisors, LLC | 2.087.481 $ | -90.720 $ | -4,2 % | 2.178.201 $ | +194.269 $ | +9,8 % | 1.983.932 $ | -62.414 $ | -3,1 % | 2.046.346 $ | +5.057 $ | +0,2 % |
| BANK OF MONTREAL /CAN/ | 1.284.721 $ | +78.482 $ | +6,5 % | 1.206.239 $ | -946.451 $ | -44,0 % | 2.152.690 $ | -3.145 $ | -0,1 % | |||
| Cornerstone Planning Group LLC | 1.952.093 $ | -181.754 $ | -8,5 % | 2.133.847 $ | +46.872 $ | +2,2 % | 2.086.975 $ | +36.266 $ | +1,8 % | 2.050.709 $ | +211.961 $ | +11,5 % |
| PRIVATE TRUST CO NA | 2.033.963 $ | +169.628 $ | +9,1 % | 1.864.335 $ | +253.130 $ | +15,7 % | 1.611.205 $ | -113.411 $ | -6,6 % | 1.724.616 $ | +142.891 $ | +9,0 % |
| Nuveen, LLC | 2.010.094 $ | |||||||||||
| Capital Investment Counsel, Inc | 1.857.127 $ | -143.512 $ | -7,2 % | 2.000.639 $ | +108.385 $ | +5,7 % | 1.892.254 $ | -9.041 $ | -0,5 % | 1.901.295 $ | +403.745 $ | +27,0 % |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.990.350 $ | +383.161 $ | +23,8 % | 1.607.189 $ | +82.653 $ | +5,4 % | 1.524.536 $ | |||||
| Summit Financial, LLC | 1.085.772 $ | -146.789 $ | -11,9 % | 1.232.561 $ | -755.707 $ | -38,0 % | 1.988.268 $ | -1.309.069 $ | -39,7 % | |||
| GUGGENHEIM CAPITAL LLC | 1.952.366 $ | |||||||||||
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.951.037 $ | +521.085 $ | +36,4 % | 1.429.952 $ | +54.663 $ | +4,0 % | 1.375.289 $ | +42.414 $ | +3,2 % | |||
| KENNEDY INVESTMENT GROUP, INC. | 1.928.010 $ | -16.174 $ | -0,8 % | 1.944.184 $ | +115.123 $ | +6,3 % | 1.829.061 $ | +192.603 $ | +11,8 % | 1.636.458 $ | +1.227.467 $ | +300,1 % |
| Rubicon Advisors, GP | 1.574.291 $ | -346.003 $ | -18,0 % | 1.920.294 $ | +1.588.988 $ | +479,6 % | 331.306 $ | |||||
| Koshinski Asset Management, Inc. | 1.907.024 $ | +1.385.568 $ | +265,7 % | 521.456 $ | +247.111 $ | +90,1 % | 274.345 $ | +0 $ | +0,0 % | |||
| Capital Investment Advisory Services, LLC | 1.773.109 $ | -24.822 $ | -1,4 % | 1.797.931 $ | -87.680 $ | -4,6 % | 1.885.611 $ | -41.530 $ | -2,2 % | |||
| CIBC Bancorp USA Inc. | 1.874.907 $ | +194.359 $ | +11,6 % | 1.680.548 $ | ||||||||
| GENESIS PRIVATE WEALTH, LLC | 1.866.042 $ | +539.572 $ | +40,7 % | 1.326.470 $ | +267.853 $ | +25,3 % | 1.058.617 $ | |||||
| Legacy Capital Wealth Partners, LLC | 1.647.281 $ | +991 $ | +0,1 % | 1.646.290 $ | -202.596 $ | -11,0 % | 1.848.886 $ | +146.032 $ | +8,6 % | 1.702.854 $ | +628.558 $ | +58,5 % |
| Fjell Capital, LLC | 1.834.667 $ | -3.851 $ | -0,2 % | 1.838.518 $ | +58.387 $ | +3,3 % | 1.780.131 $ | +18.684 $ | +1,1 % | |||
| FF Advisors,LLC | 1.788.249 $ | +798.656 $ | +80,7 % | 989.593 $ | +2.360 $ | +0,2 % | 987.233 $ | |||||
| D. E. Shaw & Co., Inc. | 1.775.811 $ | +1.534.048 $ | +634,5 % | 241.763 $ | +9.242 $ | +4,0 % | 232.521 $ | +7.171 $ | +3,2 % | |||
| Laraway Financial Advisors Inc | 1.763.561 $ | +670.644 $ | +61,4 % | 1.092.917 $ | +166.728 $ | +18,0 % | 926.189 $ | +257.364 $ | +38,5 % | |||
| DAVENPORT & Co LLC | 1.095.408 $ | -653.271 $ | -37,4 % | 1.748.679 $ | +922.322 $ | +111,6 % | 826.357 $ | +160.359 $ | +24,1 % | 665.998 $ | -160.770 $ | -19,4 % |
| CIBC Private Wealth Group LLC | 1.740.100 $ | +39.428 $ | +2,3 % | |||||||||
| MAGNOLIA CAPITAL ADVISORS LLC | 1.218.156 $ | -169.459 $ | -12,2 % | 1.387.615 $ | -265.758 $ | -16,1 % | 1.653.373 $ | +693.849 $ | +72,3 % | |||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.588.475 $ | -6.326 $ | -0,4 % | 1.594.801 $ | ||||||||
| Horizon Wealth Management, LLC | 1.573.148 $ | +146.802 $ | +10,3 % | 1.426.346 $ | +464.926 $ | +48,4 % | 961.420 $ | +203.320 $ | +26,8 % | |||
| Farther Finance Advisors, LLC | 1.569.801 $ | +222.683 $ | +16,5 % | 1.347.118 $ | +24.048 $ | +1,8 % | 1.323.070 $ | +8.807 $ | +0,7 % | 1.314.263 $ | +1.300.869 $ | +9.712,3 % |
| Trademark Financial Management, LLC | 1.568.443 $ | +625.491 $ | +66,3 % | 942.952 $ | +463.815 $ | +96,8 % | 479.137 $ | |||||
| Cornerstone Wealth Group, LLC | 1.554.021 $ | -868 $ | -0,1 % | 1.554.889 $ | +98.101 $ | +6,7 % | 1.456.788 $ | -119.058 $ | -7,6 % | |||
| Tortuga Wealth Management, Inc | 1.539.150 $ | +527.974 $ | +52,2 % | 1.011.176 $ | +158.266 $ | +18,6 % | 852.910 $ | |||||
| Juno Financial Group LLC | 1.529.324 $ | +31.272 $ | +2,1 % | 1.498.052 $ | +210.205 $ | +16,3 % | 1.287.847 $ | |||||
| JSF Financial, LLC | 1.335.785 $ | +60.505 $ | +4,7 % | 1.275.280 $ | -35.979 $ | -2,7 % | 1.311.259 $ | -202.640 $ | -13,4 % | 1.513.899 $ | ||
| ALTERNA WEALTH MANAGEMENT, INC | 906.518 $ | -446.737 $ | -33,0 % | 1.353.255 $ | -159.093 $ | -10,5 % | 1.512.348 $ | -52.325 $ | -3,3 % | |||
| CAPTRUST FINANCIAL ADVISORS | 1.493.251 $ | +482.883 $ | +47,8 % | 1.010.368 $ | -9.236 $ | -0,9 % | 1.019.604 $ | +337.287 $ | +49,4 % | |||
| Wealthcare Advisory Partners LLC | 1.428.574 $ | +216.846 $ | +17,9 % | 1.211.728 $ | -59.724 $ | -4,7 % | 1.271.452 $ | -219.142 $ | -14,7 % | 1.490.594 $ | -181.991 $ | -10,9 % |
| URS Advisory LLC | 1.410.770 $ | +261.298 $ | +22,7 % | 1.149.472 $ | +192.736 $ | +20,1 % | 956.736 $ | |||||
| Fairvoy Private Wealth, LLC | 1.374.127 $ | +220.554 $ | +19,1 % | 1.153.573 $ | +297.023 $ | +34,7 % | 856.550 $ | |||||
| TIAA TRUST, NATIONAL ASSOCIATION | 1.297.504 $ | |||||||||||
| Gotham Asset Management, LLC | 1.272.218 $ | |||||||||||
| Schear Investment Advisers, LLC | 1.260.108 $ | |||||||||||
| Tempo Wealth, LLC | 1.260.108 $ | +895.400 $ | +245,5 % | 364.708 $ | ||||||||
| N.E.W. Advisory Services LLC | 552.253 $ | -179.051 $ | -24,5 % | 731.304 $ | -495.056 $ | -40,4 % | 1.226.360 $ | +1.014.628 $ | +479,2 % | |||
| WPG Advisers, LLC | 880.098 $ | -6.700 $ | -0,8 % | 886.798 $ | -335.677 $ | -27,5 % | 1.222.475 $ | -322.976 $ | -20,9 % | |||
| HARBOUR INVESTMENTS, INC. | 823.397 $ | +424.804 $ | +106,6 % | 398.593 $ | -813.016 $ | -67,1 % | 1.211.609 $ | +62.168 $ | +5,4 % | |||
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1.194.369 $ | +148.225 $ | +14,2 % | 1.046.144 $ | +254.287 $ | +32,1 % | 791.857 $ | |||||
| Mirae Asset Global Investments Co., Ltd. | 859.795 $ | -320.560 $ | -27,2 % | 1.180.355 $ | ||||||||
| Brooklyn Investment Group | 1.145.422 $ | +769.901 $ | +205,0 % | 375.521 $ | ||||||||
| CDKV HOLDINGS LLC | 1.091.625 $ | -4.916 $ | -0,4 % | 1.096.541 $ | -7.108 $ | -0,6 % | 1.103.649 $ | |||||
| VICTORY FINANCIAL GROUP, LLC | 1.100.873 $ | +146.934 $ | +15,4 % | 953.939 $ | -86.952 $ | -8,4 % | 1.040.891 $ | +268.441 $ | +34,8 % | |||
| Modern Wealth Management, LLC | 1.027.327 $ | -65.074 $ | -6,0 % | 1.092.401 $ | ||||||||
| KEYBANK NATIONAL ASSOCIATION/OH | 1.073.408 $ | +99.824 $ | +10,3 % | 973.584 $ | +501.490 $ | +106,2 % | 472.094 $ | |||||
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 1.041.992 $ | +96.743 $ | +10,2 % | 945.249 $ | +142.943 $ | +17,8 % | 802.306 $ | |||||
| RFG Advisory, LLC | 856.984 $ | -135.466 $ | -13,6 % | 992.450 $ | -25.574 $ | -2,5 % | 1.018.024 $ | +263.434 $ | +34,9 % | |||
| Capital Analysts, LLC | 722.000 $ | -255.000 $ | -26,1 % | 977.000 $ | +126.000 $ | +14,8 % | 851.000 $ | |||||
| Tanglewood Legacy Advisors, LLC | 975.026 $ | +60.054 $ | +6,6 % | 914.972 $ | +1.502 $ | +0,2 % | 913.470 $ | +1.501 $ | +0,2 % | |||
| Trilogy Capital Inc. | 917.690 $ | -3.890 $ | -0,4 % | 921.580 $ | -6.608 $ | -0,7 % | 928.188 $ | -27.611 $ | -2,9 % | 955.799 $ | -118.390 $ | -11,0 % |
| Lido Advisors, LLC | 952.734 $ | +560.945 $ | +143,2 % | 391.789 $ | -333.203 $ | -46,0 % | 724.992 $ | +0 $ | +0,0 % | |||
| WESPAC Advisors, LLC | 914.345 $ | |||||||||||
| Farmers & Merchants Trust Co of Long Beach | 720.587 $ | -25.975 $ | -3,5 % | 746.562 $ | -161.453 $ | -17,8 % | 908.015 $ | -1.082 $ | -0,1 % | 909.097 $ | -278.663 $ | -23,5 % |
| Fourth Dimension Wealth, LLC | 901.052 $ | +65.846 $ | +7,9 % | 835.206 $ | +10.082 $ | +1,2 % | 825.124 $ | +105.019 $ | +14,6 % | |||
| Encompass More Asset Management | 886.174 $ | +345.699 $ | +64,0 % | 540.475 $ | +255.036 $ | +89,3 % | 285.439 $ | |||||
| Sound View Wealth Advisors Group, LLC | 836.286 $ | |||||||||||
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 814.534 $ | |||||||||||
| World Investment Advisors | 611.715 $ | -201.255 $ | -24,8 % | 812.970 $ | +609.940 $ | +300,4 % | 203.030 $ | |||||
| PUREfi Wealth, LLC | 803.680 $ | +17 $ | +0,0 % | 803.663 $ | +281.153 $ | +53,8 % | 522.510 $ | |||||
| WADDELL & ASSOCIATES, LLC | 791.810 $ | +294.089 $ | +59,1 % | 497.721 $ | ||||||||
| RASP WEALTH SOLUTIONS, LLC | 787.158 $ | |||||||||||
| CAP Partners, LLC | 766.117 $ | +304.520 $ | +66,0 % | 461.597 $ | ||||||||
| Davis Wealth Advisors, LLC | 745.938 $ | -9.976 $ | -1,3 % | 755.914 $ | -74 $ | -0,0 % | 755.988 $ | -2.921 $ | -0,4 % | |||
| RHODES INVESTMENT ADVISORS INC /ADV | 614.603 $ | -32.313 $ | -5,0 % | 646.916 $ | -49.467 $ | -7,1 % | 696.383 $ | -43.342 $ | -5,9 % | 739.725 $ | ||
| Geneos Wealth Management Inc. | 735.778 $ | +168.554 $ | +29,7 % | 567.224 $ | +112.946 $ | +24,9 % | 454.278 $ | +9.201 $ | +2,1 % | |||
| PW ADVISORS, LLC \ FL | 590.110 $ | -145.275 $ | -19,8 % | 735.385 $ | ||||||||
| Alteri Wealth LLC | 732.244 $ | +241.181 $ | +49,1 % | 491.063 $ | -135.333 $ | -21,6 % | 626.396 $ | -584.838 $ | -48,3 % | |||
| Tower Research Capital LLC (TRC) | 728.045 $ | +294.453 $ | +67,9 % | 433.592 $ | +206.725 $ | +91,1 % | 226.867 $ | |||||
| Boyer Financial Services, Inc. | 716.715 $ | +44.557 $ | +6,6 % | 672.158 $ | +140.446 $ | +26,4 % | 531.712 $ | |||||
| MERCER GLOBAL ADVISORS INC /ADV | 710.366 $ | +498.835 $ | +235,8 % | 211.531 $ | +2.013 $ | +1,0 % | ||||||
| TritonPoint Partners, LLC | 702.084 $ | |||||||||||
| GTS SECURITIES LLC | 697.241 $ | -1.945.930 $ | -73,6 % | |||||||||
| McAdam, LLC | 680.198 $ | |||||||||||
| Procyon Advisors, LLC | 648.939 $ | -26.963 $ | -4,0 % | 675.902 $ | +206.303 $ | +43,9 % | 469.599 $ | |||||
| Janney Montgomery Scott LLC | 660.000 $ | +344.000 $ | +108,9 % | 316.000 $ | +18.000 $ | +6,0 % | 298.000 $ | -11.000 $ | -3,6 % | |||
| Amplius Wealth Advisors, LLC | 645.614 $ | |||||||||||
| Keel Point, LLC | 629.576 $ | +38.778 $ | +6,6 % | 590.798 $ | ||||||||
| BRIGHTON JONES LLC | 617.521 $ | |||||||||||
| HUNTINGTON NATIONAL BANK | 612.936 $ | |||||||||||
| Scarborough Advisors, LLC | 607.820 $ | +272.565 $ | +81,3 % | 335.255 $ | -66.800 $ | -16,6 % | 402.055 $ | +270.414 $ | +205,4 % | |||
| West Family Investments, Inc. | 607.222 $ | +23.713 $ | +4,1 % | 583.509 $ | ||||||||
| Certified Advisory Corp | 594.259 $ | |||||||||||
| MATHER GROUP, LLC. | 589.969 $ | +45.721 $ | +8,4 % | 544.248 $ | +7.436 $ | +1,4 % | 536.812 $ | +22.276 $ | +4,3 % | 514.536 $ | -652 $ | -0,1 % |
| ARQ WEALTH ADVISORS, LLC | 589.815 $ | +162.560 $ | +38,0 % | 427.255 $ | ||||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 441.405 $ | -82.534 $ | -15,8 % | 523.939 $ | -64.246 $ | -10,9 % | 588.185 $ | +202.770 $ | +52,6 % | 385.415 $ | -270.573 $ | -41,2 % |
| PANORAMIC INVESTMENT ADVISORS, LLC | 569.869 $ | +3.361 $ | +0,6 % | 566.508 $ | +52.565 $ | +10,2 % | 513.943 $ | |||||
| OPPENHEIMER & CO INC | 568.973 $ | +263.852 $ | +86,5 % | 305.121 $ | -2.757 $ | -0,9 % | 307.878 $ | |||||
| Dynamic Advisor Solutions LLC | 567.798 $ | |||||||||||
| RITHOLTZ WEALTH MANAGEMENT | 563.521 $ | -530 $ | -0,1 % | 564.051 $ | -3.546 $ | -0,6 % | 567.597 $ | |||||
| ORBA Wealth Advisors, L.L.C. | 537.690 $ | -29.364 $ | -5,2 % | 567.054 $ | +87.535 $ | +18,3 % | 479.519 $ | -444.525 $ | -48,1 % | |||
| Merit Financial Group, LLC | 279.849 $ | +1.378 $ | +0,5 % | 278.471 $ | -280.695 $ | -50,2 % | 559.166 $ | -44.129 $ | -7,3 % | |||
| WNY Asset Management, LLC | 456.563 $ | -101.014 $ | -18,1 % | 557.577 $ | ||||||||
| BROWN BROTHERS HARRIMAN & CO | 542.767 $ | +499.886 $ | +1.165,8 % | 42.881 $ | ||||||||
| JONES FINANCIAL COMPANIES LLLP | 526.350 $ | +296.043 $ | +128,5 % | 230.307 $ | +1.608 $ | +0,7 % | 228.699 $ | |||||
| Prossimo Advisors, LLC | 524.611 $ | +72.234 $ | +16,0 % | 452.377 $ | ||||||||
| Retirement Planning Group, LLC | 512.720 $ | |||||||||||
| Arax Advisory Partners | 511.056 $ | +99.831 $ | +24,3 % | 411.225 $ | -2.090 $ | -0,5 % | 413.315 $ | |||||
| AlphaStar Capital Management, LLC | 491.600 $ | -12.800 $ | -2,5 % | 504.400 $ | ||||||||
| Envestnet Portfolio Solutions, Inc. | 230.236 $ | -1.874 $ | -0,8 % | 232.110 $ | -270.659 $ | -53,8 % | 502.769 $ | -309.450 $ | -38,1 % | |||
| BAILARD, INC. | 486.082 $ | -8.294 $ | -1,7 % | 494.376 $ | ||||||||
| Centerpoint Advisory Group | 232.864 $ | -219.867 $ | -48,6 % | 452.731 $ | -30.563 $ | -6,3 % | 483.294 $ | +277.352 $ | +134,7 % | |||
| AQR CAPITAL MANAGEMENT LLC | 463.737 $ | -5.779 $ | -1,2 % | 469.516 $ | ||||||||
| Integras Partners LLC | 466.923 $ | |||||||||||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 321.975 $ | -85.308 $ | -20,9 % | 407.283 $ | -53.620 $ | -11,6 % | 460.903 $ | -35.408 $ | -7,1 % | |||
| Claro Advisors Inc. | 292.305 $ | -86.442 $ | -22,8 % | 378.747 $ | -70.691 $ | -15,7 % | 449.438 $ | +175.056 $ | +63,8 % | |||
| Legacy Bridge, LLC | 443.554 $ | +27.320 $ | +6,6 % | 416.234 $ | ||||||||
| Per Stirling Capital Management, LLC. | 434.891 $ | |||||||||||
| Unique Wealth Strategies, LLC | 424.025 $ | -8.774 $ | -2,0 % | 432.799 $ | +163.035 $ | +60,4 % | ||||||
| Redwood Financial Network Corp | 427.123 $ | +1.715 $ | +0,4 % | 425.408 $ | -4.465 $ | -1,0 % | 429.873 $ | -4.280 $ | -1,0 % | |||
| Ellsworth Advisors, LLC | 292.375 $ | -12.415 $ | -4,1 % | 304.790 $ | -50.054 $ | -14,1 % | 354.844 $ | -75.011 $ | -17,5 % | 429.855 $ | -117.117 $ | -21,4 % |
| Capital Advantage, Inc. | 420.735 $ | +151.344 $ | +56,2 % | 269.391 $ | +2.054 $ | +0,8 % | 267.337 $ | -50.695 $ | -15,9 % | 318.032 $ | ||
| PFG Advisors | 394.304 $ | -20.136 $ | -4,9 % | 414.440 $ | ||||||||
| AVAII WEALTH MANAGEMENT, LLC | 406.463 $ | |||||||||||
| Diversify Advisory Services, LLC | 292.133 $ | -6.610 $ | -2,2 % | 298.743 $ | -105.013 $ | -26,0 % | 403.756 $ | |||||
| BTG Pactual Asset Management US LLC | 403.279 $ | |||||||||||
| US BANCORP \DE\ | 402.850 $ | +64.653 $ | +19,1 % | 338.197 $ | +337.981 $ | +156.472,7 % | 216 $ | -1 $ | -0,5 % | |||
| Sowell Financial Services LLC | 391.439 $ | +180.831 $ | +85,9 % | 210.608 $ | +2.318 $ | +1,1 % | 208.290 $ | |||||
| MMA ASSET MANAGEMENT LLC | 367.771 $ | -9.917 $ | -2,6 % | 377.688 $ | +75.486 $ | +25,0 % | 302.202 $ | -535.512 $ | -63,9 % | |||
| CHOREO, LLC | 370.439 $ | +7.419 $ | +2,0 % | 363.020 $ | ||||||||
| First Heartland Consultants, Inc. | 369.812 $ | +10.479 $ | +2,9 % | 359.333 $ | +42.513 $ | +13,4 % | 316.820 $ | -3.427 $ | -1,1 % | 320.247 $ | +32.580 $ | +11,3 % |
| AE Wealth Management LLC | 321.222 $ | -33.985 $ | -9,6 % | 355.207 $ | ||||||||
| Walleye Partners, LLC | 301.734 $ | -48.924 $ | -14,0 % | 350.658 $ | ||||||||
| Snowden Capital Advisors LLC | 339.787 $ | |||||||||||
| TFB Advisors LLC | 337.468 $ | +129.761 $ | +62,5 % | |||||||||
| Spire Wealth Management | 334.219 $ | +6.005 $ | +1,8 % | 328.214 $ | ||||||||
| NewEdge Wealth, LLC | 327.900 $ | +52.754 $ | +19,2 % | 275.146 $ | ||||||||
| Brookwood Investment Group LLC | 321.505 $ | |||||||||||
| Three Magnolias Financial Advisors, LLC | 319.515 $ | |||||||||||
| Main Street Group, LTD | 319.050 $ | |||||||||||
| J. Mark Nickell & Co. | 305.572 $ | |||||||||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 292.133 $ | -6.610 $ | -2,2 % | 298.743 $ | -2.283 $ | -0,8 % | 301.026 $ | |||||
| M.E. ALLISON & CO., INC. | 288.800 $ | -9.920 $ | -3,3 % | 298.720 $ | +1.200 $ | +0,4 % | 297.520 $ | -3.120 $ | -1,0 % | 300.640 $ | -2.996 $ | -1,0 % |
| Rockport Wealth LLC | 242.188 $ | +385 $ | +0,2 % | 241.803 $ | -53.380 $ | -18,1 % | 295.183 $ | +28.556 $ | +10,7 % | |||
| CARDIFF PARK ADVISORS, LLC | 293.356 $ | +4.260 $ | +1,5 % | 289.096 $ | +1.646 $ | +0,6 % | 287.450 $ | |||||
| OneDigital Investment Advisors LLC | 289.671 $ | -3.345 $ | -1,1 % | 293.016 $ | -4.577 $ | -1,5 % | ||||||
| RETIREMENT PLANNING GROUP, LLC / NY | 225.243 $ | -62.137 $ | -21,6 % | 287.380 $ | +1.712 $ | +0,6 % | ||||||
| Paragon Capital Management Ltd | 272.517 $ | -12.074 $ | -4,2 % | 284.591 $ | +2.203 $ | +0,8 % | 282.388 $ | +2.629 $ | +0,9 % | 279.759 $ | ||
| Mascagni Wealth Management, Inc. | 278.614 $ | +74.413 $ | +36,4 % | 204.201 $ | ||||||||
| Sage Advisory Services, Ltd.Co. | 278.000 $ | +1.000 $ | +0,4 % | 277.000 $ | +5.000 $ | +1,8 % | 272.000 $ | -9.000 $ | -3,2 % | |||
| ROTHSCHILD INVESTMENT LLC | 274.353 $ | -736 $ | -0,3 % | 275.089 $ | +23.951 $ | +9,5 % | 251.138 $ | +49.705 $ | +24,7 % | |||
| NOTTINGHAM ADVISORS, INC. | 274.015 $ | |||||||||||
| Next Capital Management LLC | 273.351 $ | +16.836 $ | +6,6 % | 256.515 $ | +421 $ | +0,2 % | 256.094 $ | +421 $ | +0,2 % | |||
| CoreCap Advisors, LLC | 272.790 $ | +269.971 $ | +9.576,8 % | 2.819 $ | -52.180 $ | -94,9 % | 54.999 $ | -600 $ | -1,1 % | 55.599 $ | -8.745 $ | -13,6 % |
| Vertex Planning Partners, LLC | 271.671 $ | |||||||||||
| Baird Financial Group, Inc. | 260.099 $ | |||||||||||
| Alliance Wealth Advisors, LLC | 240.884 $ | -6.272 $ | -2,5 % | 247.156 $ | -7.162 $ | -2,8 % | 254.318 $ | -5.345 $ | -2,1 % | 259.663 $ | -1.339 $ | -0,5 % |
| Sun Financial Inc | 257.580 $ | +3.570 $ | +1,4 % | 254.010 $ | ||||||||
| StoneX Group Inc. | 245.329 $ | -7.382 $ | -2,9 % | 252.711 $ | +34.711 $ | +15,9 % | ||||||
| Rialto Wealth Management, LLC | 250.013 $ | +1.785 $ | +0,7 % | 248.228 $ | -547 $ | -0,2 % | 248.775 $ | |||||
| Hapanowicz & Associates Financial Services, Inc | 247.837 $ | +393 $ | +0,2 % | 247.444 $ | ||||||||
| Detalus Advisors, LLC | 247.282 $ | +392 $ | +0,2 % | 246.890 $ | -294 $ | -0,1 % | 247.184 $ | -1.275 $ | -0,5 % | |||
| Colonial Trust Advisors | 245.377 $ | +244 $ | +0,1 % | 245.133 $ | -1.284 $ | -0,5 % | 246.417 $ | +106.438 $ | +76,0 % | |||
| Opal Wealth Advisors, LLC | 235.053 $ | -8.680 $ | -3,6 % | 243.733 $ | +3.428 $ | +1,4 % | 240.305 $ | |||||
| Weaver Consulting Group | 239.482 $ | |||||||||||
| Henderson Brothers Financial Partners, LLC | 237.700 $ | |||||||||||
| Visionary Wealth Advisors | 237.437 $ | |||||||||||
| Beacon Financial Advisory LLC | 233.019 $ | -768 $ | -0,3 % | |||||||||
| INSIGNEO ADVISORY SERVICES, LLC | 230.755 $ | +1.260 $ | +0,5 % | 229.495 $ | -2.649 $ | -1,1 % | 232.144 $ | -1.292 $ | -0,6 % | |||
| CENTAURUS FINANCIAL, INC. | 231.000 $ | |||||||||||
| SkyOak Wealth, LLC | 228.576 $ | +1.248 $ | +0,5 % | 227.328 $ | -2.624 $ | -1,1 % | 229.952 $ | |||||
| Gateway Wealth Partners, LLC | 228.776 $ | |||||||||||
| FMR LLC | 225.524 $ | +69.984 $ | +45,0 % | 155.540 $ | +137.239 $ | +749,9 % | 18.301 $ | +2.720 $ | +17,5 % | |||
| NORTHERN TRUST CORP | 224.016 $ | -1.155 $ | -0,5 % | |||||||||
| HRT FINANCIAL LP | 223.000 $ | |||||||||||
| Compton Financial Group, LLC | 220.190 $ | |||||||||||
| Meridian Financial Partners LLC | 217.605 $ | +9.842 $ | +4,7 % | 207.763 $ | -3.001 $ | -1,4 % | 210.764 $ | +3.866 $ | +1,9 % | |||
| New England Private Wealth Advisors LLC | 213.748 $ | +844 $ | +0,4 % | 212.904 $ | ||||||||
| NWF Advisory Services Inc. | 203.729 $ | -9.049 $ | -4,3 % | 212.778 $ | ||||||||
| Focus Partners Wealth | 200.193 $ | -682 $ | -0,3 % | 200.875 $ | -11.832 $ | -5,6 % | 212.707 $ | -2.155 $ | -1,0 % | |||
| Valeo Financial Advisors, LLC | 211.535 $ | +5.687 $ | +2,8 % | 205.848 $ | ||||||||
| CITIZENS FINANCIAL GROUP INC/RI | 210.279 $ | +1.332 $ | +0,6 % | |||||||||
| AIFG Consultants Ltd. | 208.692 $ | |||||||||||
| Aletheian Wealth Advisors LLC | 206.794 $ | |||||||||||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 202.890 $ | +392 $ | +0,2 % | 202.498 $ | -3.440 $ | -1,7 % | 205.938 $ | -2.053 $ | -1,0 % | |||
| Strategic Family Wealth Counselors, L.L.C. | 200.111 $ | -556 $ | -0,3 % | |||||||||
| Atlantic Union Bankshares Corp | 191.952 $ | +16.807 $ | +9,6 % | 175.145 $ | -6.830 $ | -3,8 % | 181.975 $ | +3.200 $ | +1,8 % | |||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 191.141 $ | +21.548 $ | +12,7 % | 169.593 $ | +2.402 $ | +1,4 % | 167.191 $ | +164.197 $ | +5.484,2 % | |||
| BARCLAYS PLC | 182.188 $ | +48.659 $ | +36,4 % | 133.529 $ | ||||||||
| Heritage Wealth Advisors | 28.518 $ | +4.592 $ | +19,2 % | 23.926 $ | -141.022 $ | -85,5 % | 164.948 $ | |||||
| EVERMAY WEALTH MANAGEMENT LLC | 153.610 $ | +9.461 $ | +6,6 % | 144.149 $ | -12.540 $ | -8,0 % | 156.689 $ | +257 $ | +0,2 % | |||
| Cresta Advisors, Ltd. | 153.285 $ | |||||||||||
| Ancora Advisors LLC | 135.761 $ | +6.145 $ | +4,7 % | 129.616 $ | -2.212 $ | -1,7 % | 131.828 $ | +2.218 $ | +1,7 % | |||
| StrongBox Wealth, LLC | 128.124 $ | |||||||||||
| S.A. Mason LLC | 127.348 $ | +8.569 $ | +7,2 % | 118.779 $ | -459 $ | -0,4 % | ||||||
| Allworth Financial LP | 124.647 $ | +1.273 $ | +1,0 % | 123.374 $ | +103.381 $ | +517,1 % | 19.993 $ | |||||
| Princeton Global Asset Management LLC | 111.052 $ | -2.892 $ | -2,5 % | 113.944 $ | +21.181 $ | +22,8 % | 92.763 $ | |||||
| BOKF, NA | 111.090 $ | |||||||||||
| Avalon Trust Co | 102.794 $ | -5.545 $ | -5,1 % | 108.339 $ | ||||||||
| Medallion Wealth Advisors, LLC | 105.965 $ | +74 $ | +0,1 % | |||||||||
| BITTERROOT CAPITAL ADVISORS LLC | 103.830 $ | +2.070 $ | +2,0 % | 101.760 $ | +743 $ | +0,7 % | 101.017 $ | |||||
| Triumph Capital Management | 97.162 $ | -2.671 $ | -2,7 % | 99.833 $ | ||||||||
| United Community Bank | 97.854 $ | +4.184 $ | +4,5 % | 93.670 $ | -111 $ | -0,1 % | 93.781 $ | -484 $ | -0,5 % | |||
| Blue Trust, Inc. | 96.602 $ | |||||||||||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 61.598 $ | +17.568 $ | +39,9 % | 44.030 $ | -41.150 $ | -48,3 % | 85.180 $ | |||||
| EVOLUTION WEALTH MANAGEMENT INC. | 75.025 $ | |||||||||||
| ALERUS FINANCIAL NA | 74.024 $ | |||||||||||
| BlackRock, Inc. | 71.024 $ | |||||||||||
| Innovative Asset Advisors Group, LLC | 61.631 $ | |||||||||||
| Security National Bank | 60.877 $ | +16.259 $ | +36,4 % | 44.618 $ | +1.705 $ | +4,0 % | 42.913 $ | +1.324 $ | +3,2 % | |||
| Activest Wealth Management | 55.766 $ | -644 $ | -1,1 % | 56.410 $ | -314 $ | -0,6 % | ||||||
| Westside Investment Management, Inc. | 50.633 $ | +202 $ | +0,4 % | 50.431 $ | -478 $ | -0,9 % | 50.909 $ | -268 $ | -0,5 % | |||
| Parallel Advisors, LLC | 47.985 $ | -1.784 $ | -3,6 % | 49.769 $ | +10.267 $ | +26,0 % | 39.502 $ | +380 $ | +1,0 % | |||
| Lummis Asset Management, LP | 37.240 $ | |||||||||||
| FIDUCIARY FINANCIAL ADVISORS | 36.736 $ | |||||||||||
| HAZLETT, BURT & WATSON, INC. | 31.000 $ | +0 $ | +0,0 % | 31.000 $ | +0 $ | +0,0 % | 31.000 $ | +27.000 $ | +675,0 % | |||
| Continuum Advisory, LLC | 30.811 $ | |||||||||||
| UMB Bank, n.a. | 29.984 $ | |||||||||||
| Root Financial Partners, LLC | 28.468 $ | |||||||||||
| Clarity Asset Management, Inc. | 26.814 $ | |||||||||||
| Vision Retirement, LLC | 23.021 $ | |||||||||||
| 1015 Capital Partners, LLC | 22.401 $ | -60 $ | -0,3 % | 22.461 $ | -3 $ | -0,0 % | 22.464 $ | |||||
| Annis Gardner Whiting Capital Advisors, LLC | 21.672 $ | +36 $ | +0,2 % | 21.636 $ | -338.084 $ | -94,0 % | ||||||
| Copia Wealth Management | 20.737 $ | |||||||||||
| TRUST CO OF VERMONT | 19.990 $ | |||||||||||
| IMA Advisory Services, Inc. | 19.435 $ | |||||||||||
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 18.271 $ | -138 $ | -0,7 % | 18.409 $ | ||||||||
| Roxbury Financial LLC | 13.565 $ | +131 $ | +1,0 % | |||||||||
| Pinnacle Bancorp, Inc. | 11.318 $ | -1.420 $ | -11,1 % | 12.738 $ | +6.984 $ | +121,4 % | 5.754 $ | +220 $ | +4,0 % | 5.534 $ | ||
| North Ridge Wealth Advisors, Inc. | 12.110 $ | |||||||||||
| Tradewinds Capital Management, LLC | 8.740 $ | +2.334 $ | +36,4 % | 6.406 $ | ||||||||
| Rossby Financial, LCC | 8.626 $ | +3.589 $ | +71,3 % | 5.037 $ | +941 $ | +23,0 % | 4.096 $ | +3.037 $ | +286,8 % | |||
| Privatperson | 7.532 $ | |||||||||||
| AMERIFLEX GROUP, INC. | 5.011 $ | -13 $ | -0,3 % | 5.024 $ | ||||||||
| Pinnacle Wealth Planning Services, Inc. | 4.761 $ | +994 $ | +26,4 % | 3.767 $ | +93 $ | +2,5 % | 3.674 $ | |||||
| Ascentis Independent Advisors | 4.685 $ | |||||||||||
| JPL Wealth Management, LLC | 3.259 $ | |||||||||||
| LGT Financial Advisors LLC | 3.174 $ | +25 $ | +0,8 % | 3.149 $ | +16 $ | +0,5 % | 3.133 $ | +2 $ | +0,1 % | |||
| VANGUARD ADVISERS INC | 2.963 $ | |||||||||||
| Key FInancial Inc | 1.185 $ | +317 $ | +36,5 % | 868 $ | +33 $ | +4,0 % | 835 $ | +15 $ | +1,8 % | |||
| Abound Wealth Management | 741 $ | |||||||||||
| Russell Investments Group, Ltd. | 670 $ | |||||||||||
| Total | 870.912.475 $ | +28.819.651 $ | +139,0 % | 17.594.010.891 $ | +1.584.645.599 $ | +242,8 % | 15.919.725.948 $ | +3.245.418.470 $ | +725,0 % | 12.414.176.036 $ | +4.367.983.124 $ | +211,4 % |