| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 473.813.208 $ | +19.663.304 $ | +7,4 % | 6.730.095.137 $ | +1.537.759.895 $ | +264,1 % | 4.955.226.737 $ | +1.090.506.813 $ | +373,9 % | 3.906.666.689 $ | +662.327.132 $ | +628,7 % |
| WELLS FARGO & COMPANY/MN | 1.029.713.867 $ | +244.245.234 $ | +31,1 % | 785.468.633 $ | +598.809.444 $ | +320,8 % | 186.659.189 $ | +80.704.992 $ | +76,2 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 540.373.034 $ | +142.170.699 $ | +35,7 % | 398.202.335 $ | +61.739.109 $ | +18,3 % | 336.463.226 $ | +83.427.283 $ | +33,0 % | |||
| AMERIPRISE FINANCIAL INC | 534.588.487 $ | +73.073.636 $ | +15,8 % | 461.514.851 $ | +79.072.472 $ | +20,7 % | 382.442.379 $ | +290.069.444 $ | +314,0 % | |||
| FMR LLC | 417.759.529 $ | +64.827.152 $ | +18,4 % | 352.932.377 $ | +16.804.549 $ | +5,0 % | 336.127.828 $ | +3.073.549 $ | +0,9 % | |||
| LPL Financial LLC | 330.004.792 $ | +69.937.488 $ | +26,9 % | 260.067.304 $ | +30.286.311 $ | +13,2 % | 229.780.993 $ | +43.235.271 $ | +23,2 % | |||
| RAYMOND JAMES FINANCIAL INC | 173.458.848 $ | +39.580.294 $ | +29,6 % | 133.878.554 $ | +31.038.053 $ | +30,2 % | 102.840.501 $ | +16.150.720 $ | +18,6 % | |||
| MORGAN STANLEY | 161.663.758 $ | +48.311.918 $ | +42,6 % | 113.351.840 $ | +30.980.843 $ | +37,6 % | 82.370.997 $ | -3.793.767 $ | -4,4 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 159.972.819 $ | +41.594.351 $ | +35,1 % | 118.378.468 $ | +30.234.448 $ | +34,3 % | 88.144.020 $ | +33.401.020 $ | +61,0 % | |||
| GOLDMAN SACHS GROUP INC | 145.658.992 $ | +59.933.928 $ | +69,9 % | 85.725.064 $ | -2.992.655 $ | -3,4 % | 88.717.719 $ | -12.296.653 $ | -12,2 % | |||
| CITADEL ADVISORS LLC | 135.220.465 $ | +121.775.483 $ | +905,7 % | 13.444.982 $ | +1.045.544 $ | +8,4 % | 12.399.438 $ | -1.532.809 $ | -11,0 % | |||
| Advance Capital Management, Inc. | 131.970.941 $ | |||||||||||
| Creative Planning | 129.889.572 $ | +11.103.816 $ | +9,3 % | 118.785.756 $ | -5.005.468 $ | -4,0 % | 123.791.224 $ | -7.945.415 $ | -6,0 % | |||
| Cetera Investment Advisers | 127.853.432 $ | +46.791.756 $ | +57,7 % | 81.061.676 $ | +14.775.958 $ | +22,3 % | 66.285.718 $ | +22.459.597 $ | +51,2 % | |||
| BANK OF AMERICA CORP /DE/ | 125.397.302 $ | +30.658.823 $ | +32,4 % | 94.738.479 $ | +238.096 $ | +0,3 % | 94.500.383 $ | +13.661.401 $ | +16,9 % | |||
| HUNTINGTON NATIONAL BANK | 123.080.269 $ | +18.350.831 $ | +17,5 % | 104.729.438 $ | -128.845 $ | -0,1 % | 104.858.283 $ | +7.014.442 $ | +7,2 % | |||
| Cambridge Investment Research Advisors, Inc. | 115.320.000 $ | +96.325.000 $ | +507,1 % | 18.995.000 $ | -318.000 $ | -1,6 % | 19.313.000 $ | -25.007.000 $ | -56,4 % | |||
| OSAIC HOLDINGS, INC. | 113.974.303 $ | +39.149.622 $ | +52,3 % | 74.824.681 $ | +3.789.918 $ | +5,3 % | 71.034.763 $ | -10.047.970 $ | -12,4 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 92.734.616 $ | +18.672.010 $ | +25,2 % | 74.062.606 $ | +7.545.282 $ | +11,3 % | 66.517.324 $ | +7.834.658 $ | +13,4 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 84.551.000 $ | |||||||||||
| Capital Analysts, LLC | 75.643.000 $ | +9.474.000 $ | +14,3 % | 66.169.000 $ | +550.000 $ | +0,8 % | 65.619.000 $ | +637.000 $ | +1,0 % | |||
| Kestra Advisory Services, LLC | 72.386.624 $ | +2.258.313 $ | +3,2 % | 70.128.311 $ | +12.746.538 $ | +22,2 % | 57.381.773 $ | +8.899.403 $ | +18,4 % | |||
| ROYAL BANK OF CANADA | 64.073.000 $ | +13.375.000 $ | +26,4 % | 50.698.000 $ | +17.004.000 $ | +50,5 % | 33.694.000 $ | +9.446.000 $ | +39,0 % | |||
| Richard P Slaughter Associates Inc | 54.088.535 $ | -3.431.302 $ | -6,0 % | 57.519.837 $ | +10.780.719 $ | +23,1 % | 46.739.118 $ | +5.745.588 $ | +14,0 % | 40.993.530 $ | +1.870.807 $ | +4,8 % |
| STATE STREET CORP | 56.462.387 $ | +8.445.176 $ | +17,6 % | 48.017.211 $ | +23.027.268 $ | +92,1 % | 24.989.943 $ | +10.363.792 $ | +70,9 % | |||
| Madison Wealth Partners, Inc | 52.686.366 $ | +8.594.569 $ | +19,5 % | 44.091.797 $ | +43.749.276 $ | +12.772,7 % | 342.521 $ | +8.468 $ | +2,5 % | |||
| MML INVESTORS SERVICES, LLC | 51.114.909 $ | +16.237.580 $ | +46,6 % | 34.877.329 $ | +1.564.657 $ | +4,7 % | 33.312.672 $ | +4.246.693 $ | +14,6 % | |||
| ASSETMARK, INC | 23.272.914 $ | +2.123.051 $ | +10,0 % | 21.149.863 $ | -28.964.810 $ | -57,8 % | 50.114.673 $ | -666.292 $ | -1,3 % | 50.780.965 $ | +50.757.436 $ | +215.722,9 % |
| GW HENSSLER & ASSOCIATES LTD | 49.146.975 $ | +6.726.663 $ | +15,9 % | 42.420.312 $ | +15.999.037 $ | +60,6 % | 26.421.275 $ | |||||
| UBS Group AG | 47.568.870 $ | +8.934.484 $ | +23,1 % | 38.634.386 $ | +14.674.793 $ | +61,2 % | 23.959.593 $ | +9.251.297 $ | +62,9 % | |||
| WADDELL & ASSOCIATES, LLC | 3.862.430 $ | +319.502 $ | +9,0 % | 3.542.928 $ | -38.966.112 $ | -91,7 % | 42.509.040 $ | -1.031.010 $ | -2,4 % | |||
| KFG WEALTH MANAGEMENT, LLC | 41.154.829 $ | +2.693.368 $ | +7,0 % | 38.461.461 $ | +6.029.394 $ | +18,6 % | 32.432.067 $ | +9.083.837 $ | +38,9 % | 23.348.230 $ | +2.828.100 $ | +13,8 % |
| Proficio Capital Partners LLC | 36.841.057 $ | +27.974.310 $ | +315,5 % | 8.866.747 $ | +8.543.874 $ | +2.646,2 % | 322.873 $ | -125.206 $ | -27,9 % | |||
| JPMORGAN CHASE & CO | 33.967.469 $ | +9.363.859 $ | +38,1 % | 24.603.610 $ | +6.414.253 $ | +35,3 % | 18.189.357 $ | -14.400.865 $ | -44,2 % | |||
| Axiom Financial Strategies, LLC | 32.616.831 $ | +7.982.858 $ | +32,4 % | 24.633.973 $ | +9.419.696 $ | +61,9 % | 15.214.277 $ | +323.139 $ | +2,2 % | |||
| McNamara Financial Services, Inc. | 31.378.891 $ | +3.724.536 $ | +13,5 % | 27.654.355 $ | -329.650 $ | -1,2 % | 27.984.005 $ | |||||
| LIFELONG WEALTH ADVISORS, INC. | 29.490.726 $ | -403.560 $ | -1,3 % | 29.894.286 $ | +2.508.301 $ | +9,2 % | 27.385.985 $ | +177.128 $ | +0,7 % | 27.208.857 $ | ||
| Equitable Holdings, Inc. | 29.015.653 $ | +9.387.194 $ | +47,8 % | 19.628.459 $ | +3.462.714 $ | +21,4 % | 16.165.745 $ | +1.869.666 $ | +13,1 % | |||
| AE Wealth Management LLC | 22.658.271 $ | +105.279 $ | +0,5 % | 22.552.992 $ | -5.613.187 $ | -19,9 % | 28.166.179 $ | +2.178.176 $ | +8,4 % | |||
| Mariner, LLC | 27.347.606 $ | +1.966.824 $ | +7,7 % | 25.380.782 $ | +1.123.495 $ | +4,6 % | 24.257.287 $ | +426.619 $ | +1,8 % | |||
| Kendall Capital Management | 27.061.442 $ | +25.909.184 $ | +2.248,6 % | 1.152.258 $ | +755.644 $ | +190,5 % | 396.614 $ | |||||
| NewEdge Advisors, LLC | 26.478.528 $ | +6.946.045 $ | +35,6 % | 19.532.483 $ | +17.094.591 $ | +701,2 % | 2.437.892 $ | +723.027 $ | +42,2 % | |||
| ADAMSBROWN WEALTH CONSULTANTS LLC | 25.908.551 $ | +520.341 $ | +2,0 % | 25.388.210 $ | +3.758.649 $ | +17,4 % | 21.629.561 $ | +1.268.703 $ | +6,2 % | 20.360.858 $ | +2.117.884 $ | +11,6 % |
| Summit Financial Wealth Advisors, LLC | 24.698.443 $ | +1.193.029 $ | +5,1 % | 23.505.414 $ | +3.664.212 $ | +18,5 % | 19.841.202 $ | +214.301 $ | +1,1 % | 19.626.901 $ | ||
| TWO SIGMA INVESTMENTS, LP | 20.281.884 $ | -2.797.588 $ | -12,1 % | 23.079.472 $ | +20.220.007 $ | +707,1 % | ||||||
| Retirement Management Systems Inc. | 22.835.766 $ | +3.794.709 $ | +19,9 % | 19.041.057 $ | +8.195.471 $ | +75,6 % | 10.845.586 $ | |||||
| Duncan Williams Asset Management, LLC | 21.666.982 $ | |||||||||||
| Tyche Wealth Partners LLC | 21.620.437 $ | +2.316.582 $ | +12,0 % | 19.303.855 $ | ||||||||
| LYNCH & ASSOCIATES/IN | 21.181.656 $ | +17.078.413 $ | +416,2 % | 4.103.243 $ | +791.090 $ | +23,9 % | 3.312.153 $ | +802.253 $ | +32,0 % | 2.509.900 $ | +394.875 $ | +18,7 % |
| Merit Financial Group, LLC | 20.168.706 $ | +3.912.585 $ | +24,1 % | 16.256.121 $ | +5.346.877 $ | +49,0 % | 10.909.244 $ | +8.283.588 $ | +315,5 % | |||
| Armor Investment Advisors, LLC | 9.782.447 $ | -16.414 $ | -0,2 % | 9.798.861 $ | -9.396.206 $ | -49,0 % | 19.195.067 $ | -3.425.888 $ | -15,1 % | |||
| TRUE Private Wealth Advisors | 17.827.856 $ | -1.301.075 $ | -6,8 % | 19.128.931 $ | +18.237.169 $ | +2.045,1 % | 891.762 $ | -149.595 $ | -14,4 % | 1.041.357 $ | +832.372 $ | +398,3 % |
| JONES FINANCIAL COMPANIES LLLP | 18.872.674 $ | +10.808.791 $ | +134,0 % | 8.063.883 $ | +4.046.078 $ | +100,7 % | 4.017.805 $ | +1.436.827 $ | +55,7 % | |||
| Baird Financial Group, Inc. | 18.777.449 $ | +2.949.488 $ | +18,6 % | 15.827.961 $ | +1.691.309 $ | +12,0 % | 14.136.652 $ | +4.278.236 $ | +43,4 % | |||
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 17.147.195 $ | -1.045.101 $ | -5,7 % | 18.192.296 $ | -446.727 $ | -2,4 % | 18.639.023 $ | -2.009.619 $ | -9,7 % | |||
| Mayfair Advisory Group, LLC | 18.287.778 $ | +816.327 $ | +4,7 % | 17.471.451 $ | +3.247.334 $ | +22,8 % | 14.224.117 $ | +5.710.702 $ | +67,1 % | 8.513.415 $ | +3.158.430 $ | +59,0 % |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 18.100.357 $ | +2.776.736 $ | +18,1 % | 15.323.621 $ | ||||||||
| PFG Advisors | 8.339.583 $ | -404.117 $ | -4,6 % | 8.743.700 $ | +1.217.379 $ | +16,2 % | 7.526.321 $ | -9.794.339 $ | -56,5 % | 17.320.660 $ | +3.350.405 $ | +24,0 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.091.475 $ | +11.760.777 $ | +220,6 % | 5.330.698 $ | -2.468.109 $ | -31,6 % | 7.798.807 $ | -9.129.527 $ | -53,9 % | |||
| HighTower Advisors, LLC | 16.759.200 $ | +9.559.592 $ | +132,8 % | 7.199.608 $ | -1.520.995 $ | -17,4 % | 8.720.603 $ | +2.499.377 $ | +40,2 % | |||
| Jump Financial, LLC | 15.506.411 $ | +9.311.550 $ | +150,3 % | 6.194.861 $ | ||||||||
| ELEVATION POINT WEALTH PARTNERS, LLC | 15.213.273 $ | |||||||||||
| swisspartners Advisors Ltd | 12.787.898 $ | -883.816 $ | -6,5 % | 13.671.714 $ | -595.754 $ | -4,2 % | 14.267.468 $ | -671.518 $ | -4,5 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14.249.504 $ | +1.096.013 $ | +8,3 % | 13.153.491 $ | +6.225.843 $ | +89,9 % | 6.927.648 $ | -857.860 $ | -11,0 % | 7.785.508 $ | +5.902.954 $ | +313,6 % |
| Private Advisor Group, LLC | 13.279.313 $ | -785.246 $ | -5,6 % | 14.064.559 $ | +3.024.309 $ | +27,4 % | 11.040.250 $ | +1.141.655 $ | +11,5 % | |||
| Waterway Wealth Management, LLC | 8.380.210 $ | -5.397.578 $ | -39,2 % | 13.777.788 $ | +837.823 $ | +6,5 % | 12.939.965 $ | +561.161 $ | +4,5 % | |||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13.583.580 $ | +1.815.101 $ | +15,4 % | 11.768.479 $ | -251.740 $ | -2,1 % | 12.020.219 $ | -1.145.610 $ | -8,7 % | |||
| Parkside Investments, LLC | 12.982.831 $ | -568.104 $ | -4,2 % | 13.550.935 $ | +732.225 $ | +5,7 % | 12.818.710 $ | -43.670 $ | -0,3 % | 12.862.380 $ | -2.999.205 $ | -18,9 % |
| OLD MISSION CAPITAL LLC | 13.121.183 $ | +8.085.947 $ | +160,6 % | 5.035.236 $ | +3.089.681 $ | +158,8 % | 1.945.555 $ | -12.530.857 $ | -86,6 % | |||
| Serenity Investment Advisors | 12.962.373 $ | +1.751.838 $ | +15,6 % | 11.210.535 $ | ||||||||
| BNP PARIBAS FINANCIAL MARKETS | 7.843.136 $ | +837.553 $ | +12,0 % | 7.005.583 $ | -5.911.297 $ | -45,8 % | 12.916.880 $ | -5.807.973 $ | -31,0 % | |||
| STALEY CAPITAL ADVISERS INC | 12.736.642 $ | +1.593.897 $ | +14,3 % | 11.142.745 $ | +3.326.866 $ | +42,6 % | 7.815.879 $ | +1.166.990 $ | +17,6 % | |||
| VICTORY CAPITAL MANAGEMENT INC | 12.242.971 $ | +1.348.643 $ | +12,4 % | 10.894.328 $ | +76.419 $ | +0,7 % | 10.817.909 $ | -269.195 $ | -2,4 % | |||
| Fortis Group Advisors, LLC | 12.017.023 $ | +6.155.050 $ | +105,0 % | 5.861.973 $ | +1.653.470 $ | +39,3 % | 4.208.503 $ | |||||
| Redhawk Wealth Advisors, Inc. | 11.874.291 $ | +452.495 $ | +4,0 % | 11.421.796 $ | ||||||||
| Focus Advisor Solutions, LLC | 11.281.388 $ | +4.847.649 $ | +75,3 % | 6.433.739 $ | +2.030.633 $ | +46,1 % | 4.403.106 $ | +1.128.696 $ | +34,5 % | |||
| CWM, LLC | 11.069.368 $ | +224.368 $ | +2,1 % | 10.845.000 $ | +10.529.000 $ | +3.332,0 % | ||||||
| Prosperity Consulting Group, LLC | 10.419.414 $ | +116.101 $ | +1,1 % | 10.303.313 $ | -16.392 $ | -0,2 % | 10.319.705 $ | +1.946.967 $ | +23,3 % | |||
| LEVEL FOUR ADVISORY SERVICES, LLC | 10.361.588 $ | +1.234.417 $ | +13,5 % | 9.127.171 $ | +4.905.442 $ | +116,2 % | 4.221.729 $ | +251.266 $ | +6,3 % | |||
| Nicht ausgewiesen | 10.300.123 $ | +2.592.756 $ | +33,6 % | 7.707.367 $ | +1.985.874 $ | +34,7 % | 5.721.493 $ | +1.759.699 $ | +44,4 % | |||
| Apella Capital, LLC | 7.949.180 $ | -1.706.175 $ | -17,7 % | 9.655.355 $ | -463.448 $ | -4,6 % | 10.118.803 $ | +2.069.974 $ | +25,7 % | 8.048.829 $ | +367.584 $ | +4,8 % |
| BANK HAPOALIM BM | 10.059.000 $ | +616.000 $ | +6,5 % | |||||||||
| GTS SECURITIES LLC | 5.860.475 $ | -3.894.075 $ | -39,9 % | 9.754.550 $ | +5.269.766 $ | +117,5 % | ||||||
| Kingsview Wealth Management, LLC | 9.480.285 $ | |||||||||||
| STIFEL FINANCIAL CORP | 9.343.011 $ | +5.176.153 $ | +124,2 % | 4.166.858 $ | +1.448.666 $ | +53,3 % | 2.718.192 $ | +191.539 $ | +7,6 % | |||
| Base Wealth Management LLC | 9.315.676 $ | +172.670 $ | +1,9 % | 9.143.006 $ | +1.239.842 $ | +15,7 % | 7.903.164 $ | +1.795.896 $ | +29,4 % | 6.107.268 $ | ||
| AdvisorNet Financial, Inc | 9.296.426 $ | +854.000 $ | +10,1 % | 8.442.426 $ | +1.827.744 $ | +27,6 % | 6.614.682 $ | +258.170 $ | +4,1 % | 6.356.512 $ | +505.224 $ | +8,6 % |
| Steward Partners Investment Advisory, LLC | 5.785.709 $ | -3.052.236 $ | -34,5 % | 8.837.945 $ | -334.433 $ | -3,6 % | 9.172.378 $ | -15.605.599 $ | -63,0 % | |||
| Prism Advisors, Inc. | 7.945.532 $ | -437.131 $ | -5,2 % | 8.382.663 $ | -781.555 $ | -8,5 % | 9.164.218 $ | +25.257 $ | +0,3 % | 9.138.961 $ | -846.205 $ | -8,5 % |
| Strata Wealth Advisors, LLC | 9.151.517 $ | +921.949 $ | +11,2 % | 8.229.568 $ | +2.376.311 $ | +40,6 % | 5.853.257 $ | +2.260.145 $ | +62,9 % | 3.593.112 $ | +1.244.796 $ | +53,0 % |
| JANE STREET GROUP, LLC | 560.124 $ | -8.445.576 $ | -93,8 % | 9.005.700 $ | +5.362.098 $ | +147,2 % | 3.643.602 $ | -1.948.702 $ | -34,8 % | |||
| MARSHALL INVESTMENT MANAGEMENT, LLC | 98.247 $ | +21.706 $ | +28,4 % | 76.541 $ | -8.657.033 $ | -99,1 % | 8.733.574 $ | -60.968 $ | -0,7 % | |||
| Corient Private Wealth LP | 4.041.360 $ | -359.184 $ | -8,2 % | 4.400.544 $ | -4.145.776 $ | -48,5 % | 8.546.320 $ | +4.530.366 $ | +112,8 % | |||
| MGO ONE SEVEN LLC | 8.467.098 $ | +1.271.394 $ | +17,7 % | 7.195.704 $ | -120.460 $ | -1,6 % | 7.316.164 $ | +482.910 $ | +7,1 % | |||
| BNB Wealth Management, LLC | 8.378.026 $ | +3.542.363 $ | +73,3 % | 4.835.663 $ | +728.384 $ | +17,7 % | 4.107.279 $ | |||||
| RPg Family Wealth Advisory, LLC | 8.362.827 $ | +4.609.261 $ | +122,8 % | 3.753.566 $ | +310.884 $ | +9,0 % | 3.442.682 $ | -132.031 $ | -3,7 % | |||
| Pure Financial Advisors, LLC | 8.344.328 $ | +776.606 $ | +10,3 % | 7.567.722 $ | +265.876 $ | +3,6 % | 7.301.846 $ | -167.964 $ | -2,2 % | |||
| Pathstone Holdings, LLC | 8.089.080 $ | +997.695 $ | +14,1 % | 7.091.385 $ | +98.081 $ | +1,4 % | 6.993.304 $ | +267.716 $ | +4,0 % | |||
| Broadway Wealth Solutions, Inc. | 8.020.376 $ | +373.481 $ | +4,9 % | 7.646.895 $ | +1.158.920 $ | +17,9 % | 6.487.975 $ | +335.098 $ | +5,4 % | 6.152.877 $ | +304.060 $ | +5,2 % |
| Aspen Wealth Strategies, LLC | 7.982.936 $ | +1.055.406 $ | +15,2 % | 6.927.530 $ | -2.888 $ | -0,0 % | 6.930.418 $ | +506.868 $ | +7,9 % | |||
| Provident Wealth Management, LLC | 5.691.480 $ | -2.247.916 $ | -28,3 % | 7.939.396 $ | ||||||||
| BlackRock, Inc. | 7.826.054 $ | +2.034.897 $ | +35,1 % | 5.791.157 $ | +179.005 $ | +3,2 % | 5.612.152 $ | +2.604.354 $ | +86,6 % | |||
| Winter & Associates, Inc. | 7.670.894 $ | +4.277.899 $ | +126,1 % | 3.392.995 $ | +967.386 $ | +39,9 % | 2.425.609 $ | |||||
| Chicago Wealth Management, Inc. | 7.266.987 $ | |||||||||||
| PARK AVENUE SECURITIES LLC | 7.147.000 $ | +1.881.000 $ | +35,7 % | 5.266.000 $ | +1.803.000 $ | +52,1 % | 3.463.000 $ | +2.427.000 $ | +234,3 % | |||
| BIP Wealth, LLC | 6.502.027 $ | -580.823 $ | -8,2 % | 7.082.850 $ | +1.540.479 $ | +27,8 % | 5.542.371 $ | -734.469 $ | -11,7 % | 6.276.840 $ | -403.052 $ | -6,0 % |
| D.A. DAVIDSON & CO. | 6.934.106 $ | +161.934 $ | +2,4 % | 6.772.172 $ | +140.242 $ | +2,1 % | 6.631.930 $ | +511.629 $ | +8,4 % | |||
| Savant Capital, LLC | 6.774.072 $ | +3.761.289 $ | +124,8 % | 3.012.783 $ | -180.666 $ | -5,7 % | 3.193.449 $ | -317.416 $ | -9,0 % | |||
| N.E.W. Advisory Services LLC | 6.670.404 $ | +59.606 $ | +0,9 % | 6.610.798 $ | -22.699 $ | -0,3 % | 6.633.497 $ | +1.313.105 $ | +24,7 % | |||
| NTV ASSET MANAGEMENT LLC | 6.486.658 $ | +1.156.516 $ | +21,7 % | 5.330.142 $ | -301.227 $ | -5,3 % | 5.631.369 $ | +2.241.953 $ | +66,1 % | |||
| First Heartland Consultants, Inc. | 6.200.228 $ | +307.890 $ | +5,2 % | 5.892.338 $ | +985.021 $ | +20,1 % | 4.907.317 $ | -1.498.764 $ | -23,4 % | 6.406.081 $ | +471.155 $ | +7,9 % |
| Sequent Asset Management, LLC | 5.312.881 $ | +129.728 $ | +2,5 % | 5.183.153 $ | -1.206.847 $ | -18,9 % | 6.390.000 $ | +838.805 $ | +15,1 % | |||
| Quadrature Capital Ltd | 6.170.855 $ | |||||||||||
| Sound Portfolio Advisors, LLC | 6.103.354 $ | +1.720.729 $ | +39,3 % | 4.382.625 $ | -62.829 $ | -1,4 % | 4.445.454 $ | |||||
| Wealthcare Advisory Partners LLC | 6.049.971 $ | +134.299 $ | +2,3 % | 5.915.672 $ | +1.017.940 $ | +20,8 % | 4.897.732 $ | -897.137 $ | -15,5 % | 5.794.869 $ | +295.477 $ | +5,4 % |
| Csenge Advisory Group | 5.919.733 $ | +1.807.334 $ | +43,9 % | 4.112.399 $ | ||||||||
| OneDigital Investment Advisors LLC | 5.609.520 $ | +1.137.188 $ | +25,4 % | 4.472.332 $ | -65.565 $ | -1,4 % | 4.537.897 $ | -4.067.665 $ | -47,3 % | |||
| Farther Finance Advisors, LLC | 4.581.352 $ | +1.431.451 $ | +45,4 % | 3.149.901 $ | -2.381.194 $ | -43,1 % | 5.531.095 $ | +2.160.960 $ | +64,1 % | 3.370.135 $ | +2.933.672 $ | +672,1 % |
| Transamerica Financial Advisors, LLC | 5.041.455 $ | -5.049 $ | -0,1 % | 5.046.504 $ | -464.813 $ | -8,4 % | 5.511.317 $ | -643.671 $ | -10,5 % | |||
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 5.412.962 $ | +3.208.068 $ | +145,5 % | 2.204.894 $ | ||||||||
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 5.361.496 $ | +1.887.836 $ | +54,3 % | 3.473.660 $ | +1.459.299 $ | +72,4 % | 2.014.361 $ | |||||
| LongView Wealth Management | 2.418.392 $ | -112.436 $ | -4,4 % | 2.530.828 $ | -1.563.743 $ | -38,2 % | 4.094.571 $ | -1.256.872 $ | -23,5 % | 5.351.443 $ | +192.436 $ | +3,7 % |
| Beacon Pointe Advisors, LLC | 5.329.047 $ | +1.725.928 $ | +47,9 % | 3.603.119 $ | +414.802 $ | +13,0 % | 3.188.317 $ | +482.365 $ | +17,8 % | |||
| WESCAP Management Group, Inc. | 5.176.381 $ | +558.005 $ | +12,1 % | 4.618.376 $ | +52.814 $ | +1,2 % | 4.565.562 $ | -169.412 $ | -3,6 % | |||
| Focus Partners Wealth | 4.628.640 $ | -255.947 $ | -5,2 % | 4.884.587 $ | -198.223 $ | -3,9 % | 5.082.810 $ | +4.339.878 $ | +584,2 % | |||
| Hutchens & Kramer Investment Management Group, LLC | 4.933.694 $ | -100.576 $ | -2,0 % | 5.034.270 $ | +1.421.732 $ | +39,4 % | 3.612.538 $ | +3.014.587 $ | +504,2 % | 597.951 $ | ||
| IAG Wealth Partners, LLC | 5.007.299 $ | +490.299 $ | +10,9 % | 4.517.000 $ | +460.212 $ | +11,3 % | 4.056.788 $ | +200.364 $ | +5,2 % | |||
| Tower Research Capital LLC (TRC) | 4.806.438 $ | +4.308.136 $ | +864,6 % | 498.302 $ | -1.713.729 $ | -77,5 % | ||||||
| 3EDGE Asset Management, LP | 4.773.438 $ | -2.702.424 $ | -36,1 % | |||||||||
| Mutual Advisors, LLC | 4.648.199 $ | +848.734 $ | +22,3 % | 3.799.465 $ | +3.593.736 $ | +1.746,8 % | 205.729 $ | |||||
| Integrated Wealth Concepts LLC | 4.478.298 $ | +574.130 $ | +14,7 % | 3.904.168 $ | +695.379 $ | +21,7 % | 3.208.789 $ | -378.393 $ | -10,5 % | |||
| Checchi Capital Advisers, LLC | 4.467.749 $ | +483.093 $ | +12,1 % | 3.984.656 $ | -91.478 $ | -2,2 % | 4.076.134 $ | +226.271 $ | +5,9 % | |||
| Andrews Advisory Associates, LLC | 4.423.389 $ | +566.909 $ | +14,7 % | 3.856.480 $ | +1.184.113 $ | +44,3 % | 2.672.367 $ | |||||
| FIFTH THIRD BANCORP | 4.412.148 $ | +663.379 $ | +17,7 % | 3.748.769 $ | +3.746.113 $ | +141.043,4 % | 2.656 $ | -201.049 $ | -98,7 % | |||
| Founders Financial Alliance, LLC | 4.331.645 $ | +586.176 $ | +15,7 % | 3.745.469 $ | +104.076 $ | +2,9 % | 3.641.393 $ | +968.354 $ | +36,2 % | |||
| ZACKS INVESTMENT MANAGEMENT | 4.310.851 $ | +108.585 $ | +2,6 % | 4.202.266 $ | -73.697 $ | -1,7 % | 4.275.963 $ | +168.177 $ | +4,1 % | |||
| Noble Wealth Management PBC | 1.952.608 $ | +173.704 $ | +9,8 % | 1.778.904 $ | -2.519.532 $ | -58,6 % | 4.298.436 $ | +231.767 $ | +5,7 % | 4.066.669 $ | -162.209 $ | -3,8 % |
| VALLEY NATIONAL ADVISERS INC | 4.280.588 $ | +205.588 $ | +5,0 % | 4.075.000 $ | ||||||||
| GREATMARK INVESTMENT PARTNERS, INC. | 4.266.175 $ | |||||||||||
| Risk Paradigm Group, LLC | 4.244.239 $ | +496.161 $ | +13,2 % | 3.748.078 $ | +190.037 $ | +5,3 % | 3.558.041 $ | |||||
| HB Wealth Management, LLC | 4.213.168 $ | |||||||||||
| Ayalon Insurance Comp Ltd. | 4.062.000 $ | -131.000 $ | -3,1 % | 4.193.000 $ | +1.068.000 $ | +34,2 % | 3.125.000 $ | +81.000 $ | +2,7 % | 3.044.000 $ | +187.000 $ | +6,5 % |
| KKM Financial LLC | 4.160.481 $ | +0 $ | +0,0 % | 4.160.481 $ | ||||||||
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 4.123.312 $ | +1.447.624 $ | +54,1 % | 2.675.688 $ | +1.088.740 $ | +68,6 % | 1.586.948 $ | +168.676 $ | +11,9 % | |||
| INDEPENDENT FINANCIAL GROUP, LLC | 4.103.690 $ | +348.598 $ | +9,3 % | 3.755.092 $ | +259.289 $ | +7,4 % | 3.495.803 $ | +2.684.759 $ | +331,0 % | 811.044 $ | +591.444 $ | +269,3 % |
| TrueWealth Advisors, LLC | 399.561 $ | +36.953 $ | +10,2 % | 362.608 $ | +32.827 $ | +10,0 % | 329.781 $ | -3.754.630 $ | -91,9 % | 4.084.411 $ | +241.666 $ | +6,3 % |
| Tortoise Investment Management, LLC | 3.713.328 $ | +310.594 $ | +9,1 % | 3.402.734 $ | -646.809 $ | -16,0 % | 4.049.543 $ | -160.321 $ | -3,8 % | |||
| Johnson Financial Group, LLC | 3.466.858 $ | -33.733 $ | -1,0 % | 3.500.591 $ | -502.074 $ | -12,5 % | 4.002.665 $ | +744.349 $ | +22,8 % | |||
| rebel Financial LLC | 3.981.001 $ | +65.687 $ | +1,7 % | 3.915.314 $ | -52.498 $ | -1,3 % | ||||||
| Nicht ausgewiesen | 3.937.944 $ | +1.103.906 $ | +39,0 % | 2.834.038 $ | +284.270 $ | +11,1 % | ||||||
| Q3 Asset Management | 3.788.000 $ | +3.532.000 $ | +1.379,7 % | |||||||||
| TD PRIVATE CLIENT WEALTH LLC | 3.771.443 $ | +2.529.300 $ | +203,6 % | 1.242.143 $ | ||||||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3.755.978 $ | +468.134 $ | +14,2 % | 3.287.844 $ | +555.502 $ | +20,3 % | 2.732.342 $ | +234.234 $ | +9,4 % | |||
| FLOW TRADERS U.S. LLC | 3.678.000 $ | +133.000 $ | +3,8 % | 3.545.000 $ | -2.129.000 $ | -37,5 % | ||||||
| Hilltop Holdings Inc. | 3.613.111 $ | +2.050.917 $ | +131,3 % | 1.562.194 $ | +663.279 $ | +73,8 % | 898.915 $ | -5.351.011 $ | -85,6 % | |||
| Brady Martz Wealth Solutions, LLC | 3.600.830 $ | +523.010 $ | +17,0 % | 3.077.820 $ | +1.147.134 $ | +59,4 % | 1.930.686 $ | |||||
| VISTA INVESTMENT MANAGEMENT | 3.587.689 $ | +419.010 $ | +13,2 % | 3.168.679 $ | +152.146 $ | +5,0 % | 3.016.533 $ | +294.560 $ | +10,8 % | |||
| FMA Wealth Management, LLC | 3.559.188 $ | +10.037 $ | +0,3 % | 3.549.151 $ | +364.815 $ | +11,5 % | 3.184.336 $ | -33.109 $ | -1,0 % | 3.217.445 $ | +27.539 $ | +0,9 % |
| Pinnacle Financial Partners, Inc. | 3.525.462 $ | +685.389 $ | +24,1 % | 2.840.073 $ | +372.919 $ | +15,1 % | 2.467.154 $ | |||||
| Cornerstone Wealth, LLC/TN | 3.401.642 $ | +511.743 $ | +17,7 % | 2.889.899 $ | ||||||||
| Bluespring Wealth Management, LLC | 3.394.336 $ | +1.575.109 $ | +86,6 % | 1.819.227 $ | +246.367 $ | +15,7 % | 1.572.860 $ | -7.648 $ | -0,5 % | |||
| SUMMIT WEALTH GROUP LLC / CO | 3.356.988 $ | +383.707 $ | +12,9 % | 2.973.281 $ | -128.441 $ | -4,1 % | 3.101.722 $ | |||||
| MONEY CONCEPTS CAPITAL CORP | 202.267 $ | -3.108.907 $ | -93,9 % | 3.311.174 $ | ||||||||
| Cyndeo Wealth Partners, LLC | 3.286.690 $ | +2.118.125 $ | +181,3 % | 1.168.565 $ | +131.901 $ | +12,7 % | 1.036.664 $ | +28.977 $ | +2,9 % | 1.007.687 $ | +781.256 $ | +345,0 % |
| Cornell Pochily Investment Advisors, Inc. | 3.285.410 $ | +81.847 $ | +2,6 % | 3.203.563 $ | +667.862 $ | +26,3 % | 2.535.701 $ | +392.860 $ | +18,3 % | 2.142.841 $ | +147.054 $ | +7,4 % |
| Texas Yale Capital Corp. | 3.264.523 $ | +375.707 $ | +13,0 % | 2.888.816 $ | +48.824 $ | +1,7 % | 2.839.992 $ | +269.380 $ | +10,5 % | |||
| Sepio Capital, LP | 2.928.529 $ | -333.295 $ | -10,2 % | 3.261.824 $ | +361.402 $ | +12,5 % | 2.900.422 $ | +3.090 $ | +0,1 % | 2.897.332 $ | +36.565 $ | +1,3 % |
| Stratos Wealth Partners, LTD. | 3.257.156 $ | +482.469 $ | +17,4 % | 2.774.687 $ | +197.426 $ | +7,7 % | 2.577.261 $ | +239.548 $ | +10,2 % | |||
| HANCOCK WHITNEY CORP | 2.959.791 $ | -282.161 $ | -8,7 % | 3.241.952 $ | +663.465 $ | +25,7 % | 2.578.487 $ | -67.644 $ | -2,6 % | |||
| IHT Wealth Management, LLC | 3.164.214 $ | +783.751 $ | +32,9 % | 2.380.463 $ | +804.290 $ | +51,0 % | 1.576.173 $ | +1.227.558 $ | +352,1 % | |||
| MARTIN & CO INC /TN/ | 3.121.339 $ | +372.400 $ | +13,5 % | 2.748.939 $ | +62.550 $ | +2,3 % | 2.686.389 $ | -15.977 $ | -0,6 % | |||
| SIG BROKERAGE, LP | 3.111.800 $ | +792.800 $ | +34,2 % | 2.319.000 $ | -20.400 $ | -0,9 % | 2.339.400 $ | +143.400 $ | +6,5 % | |||
| CABOT WEALTH MANAGEMENT INC | 3.070.291 $ | +330.741 $ | +12,1 % | 2.739.550 $ | +616.425 $ | +29,0 % | 2.123.125 $ | +212.964 $ | +11,1 % | |||
| Janney Montgomery Scott LLC | 2.485.000 $ | +270.000 $ | +12,2 % | 2.215.000 $ | -837.000 $ | -27,4 % | 3.052.000 $ | +139.000 $ | +4,8 % | |||
| Wealthspire Advisors, LLC | 3.044.075 $ | +297.997 $ | +10,9 % | 2.746.078 $ | +60.721 $ | +2,3 % | 2.685.357 $ | +69.990 $ | +2,7 % | |||
| Clearwave Capital, LLC | 3.028.094 $ | +756.315 $ | +33,3 % | 2.271.779 $ | +405.163 $ | +21,7 % | 1.866.616 $ | |||||
| Financial Strategies Group, Inc. | 3.010.405 $ | +398.261 $ | +15,2 % | 2.612.144 $ | +90.825 $ | +3,6 % | ||||||
| Regal Investment Advisors LLC | 3.010.198 $ | +273.492 $ | +10,0 % | 2.736.706 $ | +1.513 $ | +0,1 % | 2.735.193 $ | +763.268 $ | +38,7 % | |||
| Cascade Financial Partners, LLC | 2.999.520 $ | +330.424 $ | +12,4 % | 2.669.096 $ | +473.720 $ | +21,6 % | 2.195.376 $ | -55.841 $ | -2,5 % | |||
| CITIGROUP INC | 2.990.720 $ | +894.458 $ | +42,7 % | 2.096.262 $ | +234.130 $ | +12,6 % | 1.862.132 $ | +584.067 $ | +45,7 % | |||
| BANK OF MONTREAL /CAN/ | 2.985.185 $ | +282.229 $ | +10,4 % | 2.702.956 $ | +132.856 $ | +5,2 % | 2.570.100 $ | +487.008 $ | +23,4 % | |||
| BG Investment Services, LLC | 2.875.554 $ | +569.260 $ | +24,7 % | 2.306.294 $ | +372.749 $ | +19,3 % | 1.933.545 $ | +494.529 $ | +34,4 % | |||
| CENTAURUS FINANCIAL, INC. | 2.698.000 $ | +372.000 $ | +16,0 % | 2.326.000 $ | -548.000 $ | -19,1 % | 2.874.000 $ | +176.000 $ | +6,5 % | |||
| UPTICK PARTNERS, LLC | 2.771.194 $ | +493.723 $ | +21,7 % | 2.277.471 $ | +634.389 $ | +38,6 % | 1.643.082 $ | |||||
| ABOUND FINANCIAL, LLC | 2.768.058 $ | +693.109 $ | +33,4 % | 2.074.949 $ | -36.521 $ | -1,7 % | 2.111.470 $ | +5.094 $ | +0,2 % | |||
| AQR CAPITAL MANAGEMENT LLC | 2.741.859 $ | +1.476.484 $ | +116,7 % | 1.265.375 $ | +1.063.719 $ | +527,5 % | 201.656 $ | -188.626 $ | -48,3 % | |||
| GREAT VALLEY ADVISOR GROUP, INC. | 2.731.654 $ | +195.167 $ | +7,7 % | 2.536.487 $ | +429.802 $ | +20,4 % | 2.106.685 $ | |||||
| Snider Financial Group | 773.407 $ | -203.413 $ | -20,8 % | 976.820 $ | -1.745.079 $ | -64,1 % | 2.721.899 $ | +158.970 $ | +6,2 % | 2.562.929 $ | ||
| Coppell Advisory Solutions LLC | 2.672.006 $ | |||||||||||
| Summit Financial, LLC | 2.668.654 $ | +2.134.663 $ | +399,8 % | 533.991 $ | ||||||||
| Synergy Asset Management, LLC | 2.660.483 $ | |||||||||||
| Essex Financial Services, Inc. | 2.659.011 $ | +399.969 $ | +17,7 % | 2.259.042 $ | +311.774 $ | +16,0 % | 1.947.268 $ | +425.017 $ | +27,9 % | |||
| Cassilly Financial Group LLC | 2.631.354 $ | +87.613 $ | +3,4 % | 2.543.741 $ | +349.525 $ | +15,9 % | 2.194.216 $ | +52.750 $ | +2,5 % | 2.141.466 $ | ||
| Independent Advisor Alliance | 2.621.384 $ | |||||||||||
| IFG Advisory, LLC | 2.473.682 $ | +990.647 $ | +66,8 % | 1.483.035 $ | +40.612 $ | +2,8 % | ||||||
| Commonwealth Financial Services, LLC | 312.538 $ | -2.141.816 $ | -87,3 % | 2.454.354 $ | +597.816 $ | +32,2 % | 1.856.538 $ | |||||
| Wealthfront Advisers LLC | 2.441.427 $ | +574.933 $ | +30,8 % | 1.866.494 $ | +242.137 $ | +14,9 % | 1.624.357 $ | +466.633 $ | +40,3 % | |||
| Quantinno Capital Management LP | 2.417.668 $ | +544.951 $ | +29,1 % | 1.872.717 $ | +15.106 $ | +0,8 % | 1.857.611 $ | +982.168 $ | +112,2 % | |||
| Tactive Advisors, LLC | 2.400.575 $ | -144.369 $ | -5,7 % | |||||||||
| MUSTICO FINANCIAL GROUP, INC. | 2.320.009 $ | -77.824 $ | -3,2 % | 2.397.833 $ | +157.446 $ | +7,0 % | 2.240.387 $ | +289.075 $ | +14,8 % | |||
| STEPHENS INC /AR/ | 2.367.579 $ | +1.616.673 $ | +215,3 % | 750.906 $ | -616.869 $ | -45,1 % | 1.367.775 $ | +211.334 $ | +18,3 % | |||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.367.132 $ | +422.854 $ | +21,7 % | 1.944.278 $ | +258.368 $ | +15,3 % | 1.685.910 $ | +157.721 $ | +10,3 % | |||
| InTrack Investment Management Inc | 635.415 $ | -712.056 $ | -52,8 % | 1.347.471 $ | -826.236 $ | -38,0 % | 2.173.707 $ | -180.103 $ | -7,7 % | 2.353.810 $ | -61.341 $ | -2,5 % |
| Sanctuary Advisors, LLC | 443.120 $ | +112.894 $ | +34,2 % | 330.226 $ | -1.990.731 $ | -85,8 % | 2.320.957 $ | -2.092.974 $ | -47,4 % | |||
| CarsonAllaria Wealth Management, Ltd. | 2.315.000 $ | +207.791 $ | +9,9 % | 2.107.209 $ | +51.614 $ | +2,5 % | 2.055.595 $ | -25.926 $ | -1,2 % | |||
| Bleakley Financial Group, LLC | 1.845.510 $ | -432.465 $ | -19,0 % | 2.277.975 $ | ||||||||
| E&G Advisors, LLC | 2.195.382 $ | -55.227 $ | -2,5 % | 2.250.609 $ | +573.392 $ | +34,2 % | 1.677.217 $ | -26.451 $ | -1,6 % | 1.703.668 $ | +76.981 $ | +4,7 % |
| Worth Asset Management, LLC | 2.232.354 $ | +750.846 $ | +50,7 % | 1.481.508 $ | -577.571 $ | -28,0 % | 2.059.079 $ | +1.714.919 $ | +498,3 % | 344.160 $ | +3.532 $ | +1,0 % |
| GENESIS PRIVATE WEALTH, LLC | 2.226.098 $ | +768.783 $ | +52,8 % | 1.457.315 $ | +260.813 $ | +21,8 % | 1.196.502 $ | +964.744 $ | +416,3 % | |||
| GWN SECURITIES INC. | 2.175.589 $ | +241.016 $ | +12,5 % | 1.934.573 $ | -275.524 $ | -12,5 % | 2.210.097 $ | +280.210 $ | +14,5 % | |||
| KINGSWOOD WEALTH ADVISORS, LLC | 2.200.620 $ | +175.589 $ | +8,7 % | 2.025.031 $ | +1.300.083 $ | +179,3 % | 724.948 $ | |||||
| VISIONARY HORIZONS, LLC | 2.130.466 $ | -21.081 $ | -1,0 % | 2.151.547 $ | ||||||||
| Ramiah Investment Group | 2.138.896 $ | |||||||||||
| TBH Global Asset Management, LLC | 1.619.805 $ | +112.793 $ | +7,5 % | 1.507.012 $ | -621.923 $ | -29,2 % | 2.128.935 $ | +135.840 $ | +6,8 % | |||
| Mittelman Wealth Management | 2.124.881 $ | +558.895 $ | +35,7 % | 1.565.986 $ | +179.584 $ | +13,0 % | 1.386.402 $ | +89.231 $ | +6,9 % | |||
| Qube Research & Technologies Ltd | 600.145 $ | +369.821 $ | +160,6 % | 230.324 $ | -1.876.629 $ | -89,1 % | 2.106.953 $ | +962.852 $ | +84,2 % | |||
| Altar Rock LLC | 2.091.370 $ | +245.569 $ | +13,3 % | 1.845.801 $ | +35.731 $ | +2,0 % | 1.810.070 $ | |||||
| CRA Financial Services, LLC | 2.036.307 $ | +321.879 $ | +18,8 % | 1.714.428 $ | +317.717 $ | +22,7 % | 1.396.711 $ | |||||
| PNC FINANCIAL SERVICES GROUP, INC. | 2.030.375 $ | +1.197.371 $ | +143,7 % | 833.004 $ | +461.334 $ | +124,1 % | 371.670 $ | +16.493 $ | +4,6 % | |||
| TENET WEALTH PARTNERS, LLC | 2.008.420 $ | +82.683 $ | +4,3 % | 1.925.737 $ | ||||||||
| Arkadios Wealth Advisors | 2.004.736 $ | +304.318 $ | +17,9 % | 1.700.418 $ | +1.372.418 $ | +418,4 % | 328.000 $ | +93.881 $ | +40,1 % | |||
| OmniStar Financial Group, Inc. | 1.961.490 $ | +293.561 $ | +17,6 % | 1.667.929 $ | -171.678 $ | -9,3 % | 1.839.607 $ | +263.338 $ | +16,7 % | |||
| HRT FINANCIAL LP | 1.919.000 $ | +1.217.000 $ | +173,4 % | 702.000 $ | +102.000 $ | +17,0 % | 600.000 $ | +373.000 $ | +164,3 % | |||
| CAPTRUST FINANCIAL ADVISORS | 1.575.495 $ | -319.276 $ | -16,9 % | 1.894.771 $ | +45.517 $ | +2,5 % | 1.849.254 $ | -67.908 $ | -3,5 % | |||
| Midwest Financial Network, LLC | 1.855.809 $ | +1.070.445 $ | +136,3 % | 785.364 $ | +500.262 $ | +175,5 % | 285.102 $ | |||||
| NorthRock Partners, LLC | 1.834.944 $ | +153.415 $ | +9,1 % | 1.681.529 $ | ||||||||
| TRUIST FINANCIAL CORP | 1.826.686 $ | +239.668 $ | +15,1 % | 1.587.018 $ | -151.190 $ | -8,7 % | 1.738.208 $ | -317 $ | -0,0 % | |||
| PRINCIPAL SECURITIES, INC. | 1.814.581 $ | +956.337 $ | +111,4 % | 858.244 $ | +20.983 $ | +2,5 % | 837.261 $ | +66.756 $ | +8,7 % | |||
| EHP Funds Inc. | 1.813.035 $ | -240.225 $ | -11,7 % | |||||||||
| Rockefeller Capital Management L.P. | 1.789.762 $ | +518.684 $ | +40,8 % | 1.271.078 $ | +190.392 $ | +17,6 % | 1.080.686 $ | -146.714 $ | -12,0 % | |||
| Advisory Services Network, LLC | 1.784.282 $ | +203.854 $ | +12,9 % | 1.580.428 $ | +225.510 $ | +16,6 % | 1.354.918 $ | -166.401 $ | -10,9 % | |||
| MARYLAND CAPITAL ADVISORS INC. | 1.696.323 $ | -53.585 $ | -3,1 % | 1.749.908 $ | +164.883 $ | +10,4 % | 1.585.025 $ | -32.049 $ | -2,0 % | |||
| Sowell Financial Services LLC | 597.832 $ | -1.131.474 $ | -65,4 % | 1.729.306 $ | +339.988 $ | +24,5 % | 1.389.318 $ | -17.733 $ | -1,3 % | 1.407.051 $ | +1.028.733 $ | +271,9 % |
| Certified Advisory Corp | 1.687.009 $ | +257.415 $ | +18,0 % | 1.429.594 $ | -22.965 $ | -1,6 % | 1.452.559 $ | +63.268 $ | +4,6 % | |||
| Legacy Wealth Partners, LLC | 1.639.313 $ | +223.374 $ | +15,8 % | 1.415.939 $ | ||||||||
| Michelson Medical Research Foundation, Inc. | 1.449.210 $ | -110.550 $ | -7,1 % | 1.559.760 $ | -61.808 $ | -3,8 % | 1.621.568 $ | -136.680 $ | -7,8 % | |||
| Pathfinder Wealth Consulting, Inc. | 1.607.802 $ | +60.198 $ | +3,9 % | 1.547.604 $ | ||||||||
| StoneX Group Inc. | 1.603.989 $ | |||||||||||
| Harbor Asset Planning, Inc. | 1.587.157 $ | +241.998 $ | +18,0 % | 1.345.159 $ | +109.798 $ | +8,9 % | 1.235.361 $ | +434.066 $ | +54,2 % | |||
| MCRAE CAPITAL MANAGEMENT INC | 1.573.972 $ | +68.132 $ | +4,5 % | 1.505.840 $ | +242.070 $ | +19,2 % | 1.263.770 $ | +156.050 $ | +14,1 % | 1.107.720 $ | -85.751 $ | -7,2 % |
| NewEdge Wealth, LLC | 1.416.505 $ | -96.324 $ | -6,4 % | 1.512.829 $ | -59.947 $ | -3,8 % | 1.572.776 $ | |||||
| FIFTH THIRD SECURITIES, INC. | 1.515.337 $ | -45.980 $ | -2,9 % | 1.561.317 $ | +182.775 $ | +13,3 % | 1.378.542 $ | +12.506 $ | +0,9 % | 1.366.036 $ | -32.921 $ | -2,4 % |
| Seneca Financial Advisors LLC | 1.471.797 $ | +60.154 $ | +4,3 % | 1.411.643 $ | -137.004 $ | -8,8 % | 1.548.647 $ | +26.467 $ | +1,7 % | |||
| FCG Investment Co | 1.534.747 $ | +64.290 $ | +4,4 % | 1.470.457 $ | ||||||||
| Savvy Advisors, Inc. | 1.154.604 $ | -292.354 $ | -20,2 % | 1.446.958 $ | -72.832 $ | -4,8 % | 1.519.790 $ | +812.932 $ | +115,0 % | |||
| Michels Family Financial, LLC | 1.515.972 $ | +222.173 $ | +17,2 % | 1.293.799 $ | +37.320 $ | +3,0 % | 1.256.479 $ | +32.313 $ | +2,6 % | |||
| WealthShield Partners, LLC | 1.477.928 $ | +42.790 $ | +3,0 % | 1.435.138 $ | +99.216 $ | +7,4 % | ||||||
| RFG Advisory, LLC | 1.468.824 $ | |||||||||||
| HARBOUR INVESTMENTS, INC. | 1.466.039 $ | +626.366 $ | +74,6 % | 839.673 $ | +237.115 $ | +39,4 % | 602.558 $ | +387.251 $ | +179,9 % | |||
| Avestar Capital, LLC | 1.401.837 $ | -55.639 $ | -3,8 % | 1.457.476 $ | +64.613 $ | +4,6 % | 1.392.863 $ | -117.358 $ | -7,8 % | |||
| Koshinski Asset Management, Inc. | 1.441.736 $ | +347.989 $ | +31,8 % | 1.093.747 $ | +488.778 $ | +80,8 % | 604.969 $ | +37.083 $ | +6,5 % | |||
| RICHARDS, MERRILL & PETERSON, INC. | 1.440.694 $ | +184.107 $ | +14,7 % | 1.256.587 $ | +132.303 $ | +11,8 % | 1.124.284 $ | +242.198 $ | +27,5 % | 882.086 $ | +173.913 $ | +24,6 % |
| D. E. Shaw & Co., Inc. | 1.440.608 $ | +970.489 $ | +206,4 % | 470.119 $ | -69.364 $ | -12,9 % | 539.483 $ | -188.894 $ | -25,9 % | |||
| First American Bank | 1.390.475 $ | +993.836 $ | +250,6 % | 396.639 $ | ||||||||
| Cornerstone Wealth Management, LLC | 1.369.999 $ | +101.796 $ | +8,0 % | 1.268.203 $ | -28.037 $ | -2,2 % | 1.296.240 $ | +40.637 $ | +3,2 % | |||
| COMERICA BANK | 1.317.544 $ | +72.028 $ | +5,8 % | |||||||||
| CreativeOne Wealth, LLC | 1.290.645 $ | +21.463 $ | +1,7 % | 1.269.182 $ | -47.761 $ | -3,6 % | 1.316.943 $ | +698.902 $ | +113,1 % | |||
| BENJAMIN EDWARDS INC | 1.300.326 $ | +361.042 $ | +38,4 % | 939.284 $ | +727.040 $ | +342,5 % | 212.244 $ | |||||
| HARBOR INVESTMENT ADVISORY, LLC | 1.290.673 $ | +215.442 $ | +20,0 % | 1.075.231 $ | +804.468 $ | +297,1 % | 270.763 $ | +228.136 $ | +535,2 % | 42.627 $ | -103.416 $ | -70,8 % |
| Betterment LLC | 1.274.000 $ | +243.000 $ | +23,6 % | 1.031.000 $ | +259.000 $ | +33,5 % | 772.000 $ | +70.000 $ | +10,0 % | |||
| Hyundai Investments Co., Ltd. | 1.268.937 $ | +250.194 $ | +24,6 % | 1.018.743 $ | +332.618 $ | +48,5 % | 686.125 $ | |||||
| Townsend Financial Planning, LLC | 1.252.730 $ | +468.865 $ | +59,8 % | 783.865 $ | +474.817 $ | +153,6 % | 309.048 $ | |||||
| IFP Advisors, Inc | 1.099.846 $ | -7.649 $ | -0,7 % | 1.107.495 $ | +79.037 $ | +7,7 % | 1.028.458 $ | -216.538 $ | -17,4 % | 1.244.996 $ | +1.026.730 $ | +470,4 % |
| SMITH, MOORE & CO. | 1.226.259 $ | +135.081 $ | +12,4 % | 1.091.178 $ | +19.472 $ | +1,8 % | 1.071.706 $ | -5.809 $ | -0,5 % | |||
| DAVENPORT & Co LLC | 1.145.878 $ | -51.614 $ | -4,3 % | 1.197.492 $ | ||||||||
| Greenspring Advisors, LLC | 1.186.990 $ | +74.687 $ | +6,7 % | 1.112.303 $ | +149.882 $ | +15,6 % | 962.421 $ | +695.414 $ | +260,4 % | |||
| Spire Wealth Management | 1.141.611 $ | +156.411 $ | +15,9 % | 985.200 $ | +52.500 $ | +5,6 % | 932.700 $ | -5.572 $ | -0,6 % | |||
| Evergreen Private Wealth LLC | 1.134.008 $ | +71.102 $ | +6,7 % | 1.062.906 $ | +8.395 $ | +0,8 % | 1.054.511 $ | +26.333 $ | +2,6 % | |||
| Advisors Preferred, LLC | 1.095.076 $ | +82.337 $ | +8,1 % | |||||||||
| Gateway Wealth Partners, LLC | 335.452 $ | -752.996 $ | -69,2 % | 1.088.448 $ | +799.943 $ | +277,3 % | 288.505 $ | +51.776 $ | +21,9 % | |||
| Key Capital Management, INC | 1.085.229 $ | +156.548 $ | +16,9 % | 928.681 $ | -118.277 $ | -11,3 % | 1.046.958 $ | |||||
| Seros Financial, LLC | 903.023 $ | -31.606 $ | -3,4 % | 934.629 $ | +180.142 $ | +23,9 % | 754.487 $ | -323.976 $ | -30,0 % | 1.078.463 $ | +66.107 $ | +6,5 % |
| Sovran Advisors, LLC | 1.077.151 $ | +331.138 $ | +44,4 % | 746.013 $ | ||||||||
| FLAGSHIP HARBOR ADVISORS, LLC | 1.068.818 $ | +386.657 $ | +56,7 % | 682.161 $ | -41.878 $ | -5,8 % | 724.039 $ | +289.905 $ | +66,8 % | |||
| MAGNOLIA CAPITAL ADVISORS LLC | 1.068.592 $ | +324.541 $ | +43,6 % | 744.051 $ | ||||||||
| OPPENHEIMER & CO INC | 1.043.167 $ | +721.864 $ | +224,7 % | 321.303 $ | +90.064 $ | +38,9 % | ||||||
| FIRST TRUST ADVISORS LP | 970.289 $ | -71.969 $ | -6,9 % | 1.042.258 $ | +196.078 $ | +23,2 % | 846.180 $ | -13.066 $ | -1,5 % | |||
| Dakota Wealth Management | 1.013.017 $ | +117.632 $ | +13,1 % | 895.385 $ | -3.790 $ | -0,4 % | 899.175 $ | +8.248 $ | +0,9 % | |||
| Nova Wealth Management, Inc. | 443.371 $ | -568.817 $ | -56,2 % | 1.012.188 $ | ||||||||
| Jacobs Equity LLC | 1.002.674 $ | -7.599 $ | -0,8 % | 1.010.273 $ | +130.020 $ | +14,8 % | 880.253 $ | |||||
| MERCER GLOBAL ADVISORS INC /ADV | 993.239 $ | +243.752 $ | +32,5 % | 749.487 $ | -253.388 $ | -25,3 % | 1.002.875 $ | +462.642 $ | +85,6 % | |||
| Belvedere Trading LLC | 990.019 $ | +720.203 $ | +266,9 % | 269.816 $ | ||||||||
| WHITE PINE CAPITAL LLC | 587.754 $ | -390.822 $ | -39,9 % | 978.576 $ | +492.720 $ | +101,4 % | 485.856 $ | -12.090 $ | -2,4 % | |||
| Heartwood Wealth Advisors LLC | 946.910 $ | -28.717 $ | -2,9 % | 975.627 $ | +207.577 $ | +27,0 % | 768.050 $ | |||||
| Aptus Capital Advisors, LLC | 953.672 $ | +861.688 $ | +936,8 % | 91.984 $ | +312 $ | +0,3 % | 91.672 $ | -447 $ | -0,5 % | |||
| Crescent Sterling, Ltd. | 950.942 $ | +121.109 $ | +14,6 % | 829.833 $ | +66.522 $ | +8,7 % | 763.311 $ | +184.488 $ | +31,9 % | 578.823 $ | +108.266 $ | +23,0 % |
| PARSONS CAPITAL MANAGEMENT INC/RI | 950.718 $ | +118.459 $ | +14,2 % | 832.259 $ | +129.433 $ | +18,4 % | 702.826 $ | +248.528 $ | +54,7 % | |||
| Cassaday & Co Wealth Management LLC | 948.101 $ | +104.855 $ | +12,4 % | 843.246 $ | +9.723 $ | +1,2 % | 833.523 $ | -19.698 $ | -2,3 % | |||
| RENAISSANCE TECHNOLOGIES LLC | 937.478 $ | +492.992 $ | +110,9 % | 444.486 $ | -1.531.914 $ | -77,5 % | ||||||
| Stratos Wealth Advisors, LLC | 928.787 $ | +255.575 $ | +38,0 % | 673.212 $ | -5.281 $ | -0,8 % | 678.493 $ | +52.466 $ | +8,4 % | |||
| Alesco Advisors, LLC, An ESL Co | 925.706 $ | +225.958 $ | +32,3 % | 699.748 $ | +38.065 $ | +5,8 % | 661.683 $ | -108.855 $ | -14,1 % | |||
| Balefire, LLC | 918.407 $ | +46.755 $ | +5,4 % | 871.652 $ | ||||||||
| Sunbelt Securities, Inc. | 910.785 $ | +67.606 $ | +8,0 % | 843.179 $ | +46.767 $ | +5,9 % | ||||||
| Advyzon Investment Management, LLC | 903.912 $ | +246.475 $ | +37,5 % | 657.437 $ | ||||||||
| Mission Financial Group, LLC | 881.320 $ | -3.035 $ | -0,3 % | 884.355 $ | ||||||||
| Powerhouse Assets LLC | 877.892 $ | +19.381 $ | +2,3 % | 858.511 $ | +65.187 $ | +8,2 % | 793.324 $ | +53.494 $ | +7,2 % | 739.830 $ | ||
| Geneva Partners, LLC | 866.650 $ | +303.555 $ | +53,9 % | 563.095 $ | -1.041 $ | -0,2 % | 564.136 $ | -3.517 $ | -0,6 % | |||
| SFG Wealth Management, LLC. | 861.071 $ | |||||||||||
| NWAM LLC | 861.031 $ | +62.826 $ | +7,9 % | 798.205 $ | -10.913 $ | -1,3 % | 809.118 $ | +40.414 $ | +5,3 % | |||
| Geneos Wealth Management Inc. | 520.459 $ | -339.148 $ | -39,5 % | 859.607 $ | +135.526 $ | +18,7 % | 724.081 $ | +81.934 $ | +12,8 % | |||
| Golden State Wealth Management, LLC | 855.825 $ | +157.844 $ | +22,6 % | 697.981 $ | +468.740 $ | +204,5 % | 229.241 $ | +227.962 $ | +17.823,5 % | |||
| Legacy Financial Strategies, LLC | 829.015 $ | -26.730 $ | -3,1 % | 855.745 $ | +218.020 $ | +34,2 % | 637.725 $ | -5.610 $ | -0,9 % | 643.335 $ | +39.435 $ | +6,5 % |
| FIDUCIARY FINANCIAL ADVISORS | 832.314 $ | |||||||||||
| Element Wealth, LLC | 825.194 $ | +234.534 $ | +39,7 % | 590.660 $ | ||||||||
| Atria Investments, Inc | 248.054 $ | -379.055 $ | -60,4 % | 627.109 $ | -169.228 $ | -21,3 % | 796.337 $ | +167.913 $ | +26,7 % | 628.424 $ | ||
| Vontobel Holding Ltd. | 775.458 $ | -3.840 $ | -0,5 % | 779.298 $ | +88.722 $ | +12,8 % | 690.576 $ | |||||
| XTX Topco Ltd | 761.924 $ | +354.824 $ | +87,2 % | 407.100 $ | ||||||||
| Carnegie Investment Counsel | 760.477 $ | |||||||||||
| Sowa Financial Group, Inc. | 753.000 $ | +283.000 $ | +60,2 % | 470.000 $ | +48.000 $ | +11,4 % | 422.000 $ | |||||
| Modern Wealth Management, LLC | 748.899 $ | +452.173 $ | +152,4 % | 296.726 $ | +388 $ | +0,1 % | 296.338 $ | +2.719 $ | +0,9 % | |||
| Cyr Financial Inc. | 570.707 $ | -58.704 $ | -9,3 % | 629.411 $ | +18.344 $ | +3,0 % | 611.067 $ | -131.000 $ | -17,7 % | 742.067 $ | -4.541.943 $ | -86,0 % |
| LifeWealth Investments, LLC | 673.061 $ | +109.584 $ | +19,4 % | 563.477 $ | -1.990 $ | -0,4 % | 565.467 $ | -175.628 $ | -23,7 % | 741.095 $ | -787.063 $ | -51,5 % |
| Optivise Advisory Services LLC | 741.075 $ | |||||||||||
| Rockingstone Advisors LLC | 707.729 $ | -31.905 $ | -4,3 % | 739.634 $ | +81.476 $ | +12,4 % | 658.158 $ | -28.868 $ | -4,2 % | 687.026 $ | +8.474 $ | +1,2 % |
| Ascentis Independent Advisors | 725.244 $ | +373.665 $ | +106,3 % | 351.579 $ | +12.819 $ | +3,8 % | ||||||
| Camelot Portfolios, LLC | 605.476 $ | +57.409 $ | +10,5 % | 548.067 $ | -165.413 $ | -23,2 % | 713.480 $ | -179.337 $ | -20,1 % | |||
| Patten Group, Inc. | 708.202 $ | +234.789 $ | +49,6 % | 473.413 $ | +86.075 $ | +22,2 % | 387.338 $ | +134.107 $ | +53,0 % | |||
| B.O.S.S. Retirement Advisors, LLC | 452.860 $ | -50.209 $ | -10,0 % | 503.069 $ | -200.008 $ | -28,4 % | 703.077 $ | -1.499.154 $ | -68,1 % | |||
| BROWN BROTHERS HARRIMAN & CO | 698.396 $ | +24.086 $ | +3,6 % | 674.310 $ | +14.910 $ | +2,3 % | 659.400 $ | +24.043 $ | +3,8 % | |||
| Plotkin Financial Advisors, LLC | 690.197 $ | +175.843 $ | +34,2 % | 514.354 $ | -29.556 $ | -5,4 % | 543.910 $ | +33.340 $ | +6,5 % | |||
| J.W. COLE ADVISORS, INC. | 682.239 $ | +276.050 $ | +68,0 % | 406.189 $ | -51.373 $ | -11,2 % | 457.562 $ | -3.912 $ | -0,8 % | |||
| MOSAIC FINANCIAL GROUP, LLC | 675.000 $ | +167.000 $ | +32,9 % | 508.000 $ | -4.000 $ | -0,8 % | 512.000 $ | +189.000 $ | +58,5 % | |||
| TWIN FOCUS CAPITAL PARTNERS, LLC | 671.454 $ | +76.444 $ | +12,8 % | 595.010 $ | -6.949 $ | -1,2 % | 601.959 $ | +3.806 $ | +0,6 % | |||
| Capital Developers, LLC | 593.625 $ | -77.578 $ | -11,6 % | 671.203 $ | ||||||||
| 1015 Capital Partners, LLC | 670.138 $ | +86.363 $ | +14,8 % | 583.775 $ | +88.570 $ | +17,9 % | 495.205 $ | |||||
| U.S. Capital Wealth Advisors, LLC | 665.855 $ | -698.375 $ | -51,2 % | |||||||||
| Demars Financial Group, LLC | 653.698 $ | -1.527 $ | -0,2 % | 655.225 $ | +60.920 $ | +10,3 % | 594.305 $ | -5.296 $ | -0,9 % | 599.601 $ | +5.373 $ | +0,9 % |
| Omega Financial Group, LLC | 654.825 $ | +56.827 $ | +9,5 % | 597.998 $ | -55.552 $ | -8,5 % | 653.550 $ | -34.516 $ | -5,0 % | |||
| HighRoad Wealth Advisors, LLC | 622.125 $ | -28.046 $ | -4,3 % | 650.171 $ | +71.621 $ | +12,4 % | 578.550 $ | +4.058 $ | +0,7 % | 574.492 $ | ||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 650.000 $ | +296.000 $ | +83,6 % | 354.000 $ | +2.000 $ | +0,6 % | 352.000 $ | -8.000 $ | -2,2 % | |||
| Indivisible Partners | 649.669 $ | |||||||||||
| XML Financial, LLC | 645.385 $ | +360.844 $ | +126,8 % | 284.541 $ | -75.247 $ | -20,9 % | 359.788 $ | +86.386 $ | +31,6 % | |||
| Weaver Consulting Group | 622.364 $ | -20.067 $ | -3,1 % | 642.431 $ | +47.723 $ | +8,0 % | 594.708 $ | -5.231 $ | -0,9 % | 599.939 $ | -20.321 $ | -3,3 % |
| Perigon Wealth Management, LLC | 610.097 $ | -32.184 $ | -5,0 % | 642.281 $ | +53.693 $ | +9,1 % | 588.588 $ | |||||
| Goelzer Investment Management, Inc. | 641.639 $ | |||||||||||
| Morrissey Wealth Management, LLC | 633.762 $ | |||||||||||
| Compound Planning, Inc. | 627.902 $ | +56.010 $ | +9,8 % | 571.892 $ | -49.301 $ | -7,9 % | 621.193 $ | -28.041 $ | -4,3 % | |||
| Fermata Advisors, LLC | 220.948 $ | -211.158 $ | -48,9 % | 432.106 $ | -123.869 $ | -22,3 % | 555.975 $ | -71.680 $ | -11,4 % | 627.655 $ | -6.834 $ | -1,1 % |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 627.641 $ | +159.940 $ | +34,2 % | 467.701 $ | -4.059 $ | -0,9 % | 471.760 $ | +28.959 $ | +6,5 % | |||
| Concurrent Investment Advisors, LLC | 622.047 $ | +263.564 $ | +73,5 % | 358.483 $ | +91.349 $ | +34,2 % | 267.134 $ | -2.321 $ | -0,9 % | 269.455 $ | ||
| ADAPT WEALTH ADVISORS, LLC | 621.426 $ | +151.249 $ | +32,2 % | 470.177 $ | +22.884 $ | +5,1 % | 447.293 $ | |||||
| Delta Investment Management, LLC | 619.332 $ | +335.511 $ | +118,2 % | 283.821 $ | ||||||||
| Ameritas Advisory Services, LLC | 615.418 $ | +348.558 $ | +130,6 % | 266.860 $ | -8.174 $ | -3,0 % | 275.034 $ | +130.840 $ | +90,7 % | |||
| TWO SIGMA SECURITIES, LLC | 613.647 $ | |||||||||||
| Algorithmic Investment Models, LLC | 612.337 $ | +31.608 $ | +5,4 % | 580.729 $ | ||||||||
| RCS Financial Planning, LLC | 608.979 $ | +247.563 $ | +68,5 % | 361.416 $ | ||||||||
| Index Fund Advisors, Inc. | 607.529 $ | +63.190 $ | +11,6 % | 544.339 $ | +5.854 $ | +1,1 % | 538.485 $ | -25.252 $ | -4,5 % | |||
| Financial Partners Group, Inc | 554.385 $ | -47.437 $ | -7,9 % | 601.822 $ | +203.882 $ | +51,2 % | 397.940 $ | |||||
| Allegheny Financial Group | 592.059 $ | |||||||||||
| One Wealth Management Investment & Advisory Services, LLC | 589.842 $ | +121.172 $ | +25,9 % | 468.670 $ | -14.065 $ | -2,9 % | 482.735 $ | +22.453 $ | +4,9 % | |||
| Heritage Wealth Management, Inc. | 584.514 $ | +133.683 $ | +29,7 % | 450.831 $ | +51.852 $ | +13,0 % | 398.979 $ | |||||
| Bright Futures Wealth Management, LLC. | 582.385 $ | +110.217 $ | +23,3 % | 472.168 $ | +5.413 $ | +1,2 % | 466.755 $ | +2.521 $ | +0,5 % | |||
| NATIXIS ADVISORS, LLC | 573.000 $ | |||||||||||
| Quadcap Wealth Management, LLC | 534.918 $ | +131.411 $ | +32,6 % | 403.507 $ | -166.137 $ | -29,2 % | 569.644 $ | +34.918 $ | +6,5 % | |||
| Secure Asset Management, LLC | 565.817 $ | +258.420 $ | +84,1 % | |||||||||
| New England Professional Planning Group Inc. | 562.491 $ | +143.824 $ | +34,4 % | 418.667 $ | -2.840 $ | -0,7 % | 421.507 $ | +26.469 $ | +6,7 % | |||
| Avant Capital LLC | 558.384 $ | +165.546 $ | +42,1 % | 392.838 $ | -32.421 $ | -7,6 % | 425.259 $ | +48.943 $ | +13,0 % | |||
| Simplicity Wealth,LLC | 532.287 $ | +46.289 $ | +9,5 % | 485.998 $ | -40.028 $ | -7,6 % | 526.026 $ | +16.419 $ | +3,2 % | |||
| Compagnie Lombard Odier SCmA | 502.222 $ | -27.814 $ | -5,2 % | 530.036 $ | ||||||||
| 180 WEALTH ADVISORS, LLC | 526.427 $ | +36.831 $ | +7,5 % | 489.596 $ | +26.085 $ | +5,6 % | 463.511 $ | -12.879 $ | -2,7 % | |||
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 525.544 $ | +60.570 $ | +13,0 % | 464.974 $ | +49.219 $ | +11,8 % | 415.755 $ | |||||
| Quest 10 Wealth Builders, Inc. | 405.786 $ | +7.273 $ | +1,8 % | 398.513 $ | -117.950 $ | -22,8 % | 516.463 $ | -1.062 $ | -0,2 % | |||
| REICON WEALTH ADVISORS, LLC | 515.781 $ | +152.046 $ | +41,8 % | 363.735 $ | -69.756 $ | -16,1 % | 433.491 $ | |||||
| B. Riley Wealth Advisors, Inc. | 510.068 $ | +1.737 $ | +0,3 % | 508.331 $ | +65.917 $ | +14,9 % | 442.414 $ | |||||
| TITLEIST ASSET MANAGEMENT, LLC | 509.684 $ | |||||||||||
| Gladstone Institutional Advisory LLC | 503.586 $ | +151.561 $ | +43,1 % | 352.025 $ | +137.638 $ | +64,2 % | 214.387 $ | |||||
| Trexquant Investment LP | 502.908 $ | |||||||||||
| VestGen Investment Management | 498.545 $ | +62.588 $ | +14,4 % | 435.957 $ | ||||||||
| CIBC Private Wealth Group LLC | 487.566 $ | +33.900 $ | +7,5 % | |||||||||
| Breakwater Capital Group | 482.549 $ | -3.878 $ | -0,8 % | 486.427 $ | +55.862 $ | +13,0 % | 430.565 $ | -4.057 $ | -0,9 % | 434.622 $ | +4.798 $ | +1,1 % |
| Argent Trust Co | 483.267 $ | +135.929 $ | +39,1 % | 347.338 $ | -4.057 $ | -1,2 % | 351.395 $ | +2.222 $ | +0,6 % | |||
| Fingerlakes Wealth Management, Inc. | 480.929 $ | +67.915 $ | +16,4 % | 413.014 $ | -3.633 $ | -0,9 % | 416.647 $ | +25.539 $ | +6,5 % | |||
| Summit Trail Advisors, LLC | 479.750 $ | -2.065.755 $ | -81,2 % | |||||||||
| Shore Point Advisors, LLC | 464.702 $ | -12.291 $ | -2,6 % | 476.993 $ | +52.126 $ | +12,3 % | 424.867 $ | +7.117 $ | +1,7 % | 417.750 $ | +2.773 $ | +0,7 % |
| DV Trading LLC | 476.653 $ | |||||||||||
| Goldstone Financial Group, LLC | 473.670 $ | |||||||||||
| BRIGHTON JONES LLC | 450.089 $ | +51.752 $ | +13,0 % | 398.337 $ | ||||||||
| HBW ADVISORY SERVICES LLC | 399.358 $ | -48.361 $ | -10,8 % | 447.719 $ | +130.983 $ | +41,4 % | 316.736 $ | |||||
| Smithfield Trust Co | 447.000 $ | +51.000 $ | +12,9 % | 396.000 $ | +2.000 $ | +0,5 % | 394.000 $ | +5.000 $ | +1,3 % | |||
| Life Planning Partners, Inc | 445.831 $ | +49.111 $ | +12,4 % | 396.720 $ | +2.783 $ | +0,7 % | 393.937 $ | -9.803 $ | -2,4 % | |||
| Global Retirement Partners, LLC | 435.418 $ | +5.236 $ | +1,2 % | 430.182 $ | +7.948 $ | +1,9 % | ||||||
| WCG Wealth Advisors LLC | 413.160 $ | -17.522 $ | -4,1 % | 430.682 $ | ||||||||
| Destiny Wealth Partners, LLC | 430.555 $ | |||||||||||
| Traynor Capital Management, Inc. | 387.655 $ | +51.025 $ | +15,2 % | 336.630 $ | -93.791 $ | -21,8 % | 430.421 $ | -1.051 $ | -0,2 % | |||
| CoreCap Advisors, LLC | 423.183 $ | -3.163 $ | -0,7 % | 426.346 $ | +21.181 $ | +5,2 % | 405.165 $ | -17.066 $ | -4,0 % | 422.231 $ | -31.951 $ | -7,0 % |
| OPPENHEIMER ASSET MANAGEMENT INC. | 395.354 $ | +31.851 $ | +8,8 % | 363.503 $ | -52.676 $ | -12,7 % | 416.179 $ | +17.825 $ | +4,5 % | |||
| SEI INVESTMENTS CO | 415.870 $ | +70.190 $ | +20,3 % | 345.680 $ | -4.040 $ | -1,2 % | 349.720 $ | |||||
| OPTIMA CAPITAL LLC | 411.664 $ | -520.908 $ | -55,9 % | |||||||||
| Benin Management CORP | 405.133 $ | -2.006 $ | -0,5 % | 407.139 $ | +46.352 $ | +12,8 % | 360.787 $ | -4.214 $ | -1,2 % | 365.001 $ | +2.308 $ | +0,6 % |
| World Investment Advisors | 406.445 $ | +11.235 $ | +2,8 % | |||||||||
| Net Worth Advisory Group | 402.405 $ | -3.170 $ | -0,8 % | 405.575 $ | ||||||||
| RWA WEALTH PARTNERS, LLC | 404.144 $ | +46.934 $ | +13,1 % | 357.210 $ | -3.104 $ | -0,9 % | 360.314 $ | -43.489 $ | -10,8 % | |||
| BURKE & HERBERT BANK & TRUST CO | 403.756 $ | +96.488 $ | +31,4 % | 307.268 $ | -2.703 $ | -0,9 % | 309.971 $ | -795.715 $ | -72,0 % | |||
| WHITTIER TRUST CO | 401.464 $ | +44.464 $ | +12,5 % | 357.000 $ | -2.477 $ | -0,7 % | 359.477 $ | -13.813 $ | -3,7 % | |||
| Addison Advisors LLC | 114.059 $ | -146.785 $ | -56,3 % | 260.844 $ | -137.690 $ | -34,5 % | 398.534 $ | -12.608 $ | -3,1 % | |||
| FIRST HORIZON CORP | 372.194 $ | -23.468 $ | -5,9 % | 395.662 $ | +2.775 $ | +0,7 % | 392.887 $ | -9.776 $ | -2,4 % | |||
| CENTRAL TRUST Co | 388.394 $ | +42.784 $ | +12,4 % | 345.610 $ | +2.425 $ | +0,7 % | 343.185 $ | -8.540 $ | -2,4 % | |||
| Dynamic Advisor Solutions LLC | 385.672 $ | +43.610 $ | +12,7 % | 342.062 $ | +108.063 $ | +46,2 % | 233.999 $ | |||||
| Sharper & Granite LLC | 326.180 $ | -20.226 $ | -5,8 % | 346.406 $ | -37.930 $ | -9,9 % | 384.336 $ | -37.643 $ | -8,9 % | |||
| Parallel Advisors, LLC | 384.288 $ | +15.779 $ | +4,3 % | 368.509 $ | +25.057 $ | +7,3 % | 343.452 $ | +198.735 $ | +137,3 % | |||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 380.041 $ | +7.212 $ | +1,9 % | 372.829 $ | -7.798 $ | -2,0 % | 380.627 $ | +17.345 $ | +4,8 % | |||
| Grandview Asset Management LLC | 277.763 $ | -97.798 $ | -26,0 % | 375.561 $ | ||||||||
| Ipsen Advisor Group LLC | 375.209 $ | +43.899 $ | +13,3 % | 331.310 $ | +2.324 $ | +0,7 % | 328.986 $ | -1.782 $ | -0,5 % | |||
| Sound Stewardship, LLC | 319.246 $ | -14.392 $ | -4,3 % | 333.638 $ | +27.959 $ | +9,1 % | 305.679 $ | -69.049 $ | -18,4 % | 374.728 $ | -8.015 $ | -2,1 % |
| City Center Advisors, LLC | 374.726 $ | |||||||||||
| Austin Wealth Management, LLC | 351.004 $ | +17.049 $ | +5,1 % | 333.955 $ | -33.620 $ | -9,1 % | 367.575 $ | -4.296 $ | -1,2 % | |||
| Dynamic Financial Group | 363.575 $ | +42.785 $ | +13,3 % | 320.790 $ | -9.429 $ | -2,9 % | 330.219 $ | +1.674 $ | +0,5 % | |||
| Medallion Wealth Advisors, LLC | 362.600 $ | +218.063 $ | +150,9 % | 144.537 $ | -5.244 $ | -3,5 % | 149.781 $ | +9.765 $ | +7,0 % | |||
| Rehmann Capital Advisory Group | 357.408 $ | +39.371 $ | +12,4 % | 318.037 $ | +2.231 $ | +0,7 % | 315.806 $ | -7.858 $ | -2,4 % | |||
| Allie Family Office LLC | 355.990 $ | +12.277 $ | +3,6 % | 343.713 $ | +7.600 $ | +2,3 % | 336.113 $ | +12.255 $ | +3,8 % | |||
| Copper Harbor Investment Advisors, LLC | 355.893 $ | |||||||||||
| WEDBUSH SECURITIES INC | 353.000 $ | |||||||||||
| CLEAR INVESTMENT RESEARCH, LLC | 344.027 $ | +204.629 $ | +146,8 % | 139.398 $ | +92.827 $ | +199,3 % | ||||||
| Upper Left Wealth Management, LLC | 343.571 $ | |||||||||||
| CIBC WORLD MARKET INC. | 339.575 $ | +37.407 $ | +12,4 % | 302.168 $ | +2.102 $ | +0,7 % | 300.066 $ | -7.449 $ | -2,4 % | |||
| Odyssey Group, LLC | 337.572 $ | |||||||||||
| 1900 WEALTH MANAGEMENT LLC | 337.098 $ | |||||||||||
| BUCKHEAD CAPITAL MANAGEMENT LLC | 334.782 $ | +11.591 $ | +3,6 % | 323.191 $ | +46.605 $ | +16,9 % | 276.586 $ | +10.085 $ | +3,8 % | |||
| Global View Capital Management LLC | 334.225 $ | +73.514 $ | +28,2 % | 260.711 $ | ||||||||
| Clearstead Advisors, LLC | 326.134 $ | +37.205 $ | +12,9 % | 288.929 $ | -5.507 $ | -1,9 % | 294.436 $ | +1.861 $ | +0,6 % | |||
| HERBST GROUP, LLC | 323.040 $ | -1.600 $ | -0,5 % | 324.640 $ | +54.940 $ | +20,4 % | 269.700 $ | |||||
| Piscataqua Savings Bank | 323.040 $ | -1.520 $ | -0,5 % | 324.560 $ | +36.960 $ | +12,9 % | 287.600 $ | -3.440 $ | -1,2 % | 291.040 $ | ||
| ACIMA PRIVATE WEALTH, LLC | 17.701 $ | +51 $ | +0,3 % | 17.650 $ | -291.043 $ | -94,3 % | 308.693 $ | -12.232 $ | -3,8 % | 320.925 $ | -105.883 $ | -24,8 % |
| Centennial Advisors, LLC | 200.976 $ | -7.478 $ | -3,6 % | 208.454 $ | -112.051 $ | -35,0 % | 320.505 $ | |||||
| CIBC Bancorp USA Inc. | 319.552 $ | +11.020 $ | +3,6 % | 308.532 $ | ||||||||
| KWB Wealth | 302.061 $ | -1.496 $ | -0,5 % | 303.557 $ | -14.659 $ | -4,6 % | 318.216 $ | +0 $ | +0,0 % | 318.216 $ | +6.453 $ | +2,1 % |
| Williams & Novak Wealth Management, LLC | 301.881 $ | -16.023 $ | -5,0 % | 317.904 $ | +26.581 $ | +9,1 % | 291.323 $ | +27.277 $ | +10,3 % | 264.046 $ | +1.272 $ | +0,5 % |
| Allworth Financial LP | 312.178 $ | +51.858 $ | +19,9 % | 260.320 $ | -17.634 $ | -6,3 % | 277.954 $ | +7.607 $ | +2,8 % | |||
| Waverly Advisors, LLC | 308.747 $ | +35.241 $ | +12,9 % | 273.506 $ | +32.215 $ | +13,4 % | 241.291 $ | +1.525 $ | +0,6 % | |||
| Russell Investments Group, Ltd. | 306.325 $ | +82.398 $ | +36,8 % | 223.927 $ | +104.722 $ | +87,9 % | 119.205 $ | -29.417 $ | -19,8 % | |||
| Everest Private Wealth | 302.719 $ | +33.346 $ | +12,4 % | 269.373 $ | +1.890 $ | +0,7 % | 267.483 $ | -6.656 $ | -2,4 % | |||
| Empower Advisory Group, LLC | 302.051 $ | +33.273 $ | +12,4 % | 268.778 $ | -1.726 $ | -0,6 % | 270.504 $ | -3.030 $ | -1,1 % | |||
| Kingdom Financial Group LLC. | 224.638 $ | +10.780 $ | +5,0 % | 213.858 $ | -86.233 $ | -28,7 % | 300.091 $ | |||||
| DAYMARK WEALTH PARTNERS, LLC | 297.221 $ | +32.741 $ | +12,4 % | 264.480 $ | +1.855 $ | +0,7 % | 262.625 $ | -6.535 $ | -2,4 % | |||
| Sigma Planning Corp | 276.071 $ | -16.436 $ | -5,6 % | 292.507 $ | -2.579 $ | -0,9 % | 295.086 $ | +72.095 $ | +32,3 % | |||
| RF&L WEALTH MANAGEMENT, LLC | 294.426 $ | |||||||||||
| Vanguard Personalized Indexing Management, LLC | 294.366 $ | |||||||||||
| MTM FINANCIAL GROUP, LLC | 290.687 $ | +33.714 $ | +13,1 % | 256.973 $ | -2.282 $ | -0,9 % | 259.255 $ | -1.583 $ | -0,6 % | |||
| Belpointe Asset Management LLC | 213.013 $ | -75.493 $ | -26,2 % | 288.506 $ | -849.026 $ | -74,6 % | ||||||
| Provident Living Financial Services, Inc. | 286.075 $ | +25.827 $ | +9,9 % | 260.248 $ | +1.825 $ | +0,7 % | 258.423 $ | |||||
| IEQ CAPITAL, LLC | 284.150 $ | +33.008 $ | +13,1 % | 251.142 $ | +1.762 $ | +0,7 % | 249.380 $ | -1.945 $ | -0,8 % | |||
| TRANSCEND CAPITAL ADVISORS, LLC | 283.470 $ | +13.020 $ | +4,8 % | 270.450 $ | -3.159 $ | -1,2 % | 273.609 $ | +1.730 $ | +0,6 % | |||
| MGB Wealth Management, LLC | 280.600 $ | -21.156 $ | -7,0 % | |||||||||
| FLP Wealth Management, LLC | 219.814 $ | -54.977 $ | -20,0 % | 274.791 $ | +18.612 $ | +7,3 % | ||||||
| AXXCESS WEALTH MANAGEMENT, LLC | 268.237 $ | -5.473 $ | -2,0 % | 273.710 $ | ||||||||
| Henderson Brothers Financial Partners, LLC | 265.750 $ | |||||||||||
| Focus Financial Network, Inc. | 256.164 $ | -8.228 $ | -3,1 % | 264.392 $ | ||||||||
| FULTON BANK, N.A. | 262.470 $ | -1.300 $ | -0,5 % | 263.770 $ | +30.030 $ | +12,8 % | 233.740 $ | -2.730 $ | -1,2 % | 236.470 $ | ||
| Forefront Wealth Partners, LLC | 263.478 $ | -211.050 $ | -44,5 % | |||||||||
| Ariadne Wealth Management, LP | 259.184 $ | +28.575 $ | +12,4 % | 230.609 $ | -9.518 $ | -4,0 % | 240.127 $ | +6.936 $ | +3,0 % | |||
| US BANCORP \DE\ | 258.590 $ | +238.596 $ | +1.193,3 % | 19.994 $ | +9.407 $ | +88,9 % | 10.587 $ | |||||
| Range Advisory, LLC | 256.014 $ | |||||||||||
| Prospera Financial Services Inc | 255.294 $ | +27.247 $ | +11,9 % | 228.047 $ | -18.098 $ | -7,4 % | 246.145 $ | +2.259 $ | +0,9 % | |||
| EP Wealth Advisors, LLC | 200.083 $ | -55.084 $ | -21,6 % | 255.167 $ | ||||||||
| Mayflower Financial Advisors, LLC | 253.057 $ | +28.810 $ | +12,8 % | 224.247 $ | ||||||||
| Valued Retirements, Inc. | 217.900 $ | -33.762 $ | -13,4 % | 251.662 $ | ||||||||
| Vise Technologies, Inc. | 250.669 $ | +1.866 $ | +0,7 % | 248.803 $ | +0 $ | +0,0 % | 248.803 $ | |||||
| Ballast Financial Advisors LLC | 250.217 $ | +14.081 $ | +6,0 % | 236.136 $ | -3.005 $ | -1,3 % | 239.141 $ | |||||
| Sound Income Strategies, LLC | 240.676 $ | -8.116 $ | -3,3 % | 248.792 $ | +10.809 $ | +4,5 % | ||||||
| SAGE FINANCIAL GROUP INC | 248.106 $ | +27.331 $ | +12,4 % | 220.775 $ | +1.548 $ | +0,7 % | 219.227 $ | |||||
| Richardson Capital Management LLC | 246.596 $ | +8.504 $ | +3,6 % | 238.092 $ | +5.265 $ | +2,3 % | 232.827 $ | +8.489 $ | +3,8 % | |||
| Busey Bank | 245.579 $ | |||||||||||
| VestGen Advisors, LLC | 221.711 $ | -22.319 $ | -9,1 % | 244.030 $ | ||||||||
| ZENITH SOLUTIONS, INC. | 209.165 $ | -34.768 $ | -14,3 % | 243.933 $ | ||||||||
| MAI Capital Management | 243.761 $ | +41.185 $ | +20,3 % | 202.576 $ | +36.388 $ | +21,9 % | 166.188 $ | +37.136 $ | +28,8 % | |||
| CAMBIENT FAMILY OFFICE, LLC | 242.606 $ | +26.724 $ | +12,4 % | 215.882 $ | +1.515 $ | +0,7 % | 214.367 $ | |||||
| RAM Investment Partners, LLC | 242.029 $ | -514 $ | -0,2 % | 242.543 $ | +29.414 $ | +13,8 % | 213.129 $ | -2.489 $ | -1,2 % | 215.618 $ | +1.363 $ | +0,6 % |
| FF Advisors,LLC | 240.377 $ | +6.610 $ | +2,8 % | 233.767 $ | +21.369 $ | +10,1 % | 212.398 $ | -5.285 $ | -2,4 % | |||
| Accordant Advisory Group Inc | 238.686 $ | +5.532 $ | +2,4 % | 233.154 $ | +62.117 $ | +36,3 % | 171.037 $ | +72.971 $ | +74,4 % | |||
| ARK & TLK INVESTMENTS, LLC | 237.955 $ | -504 $ | -0,2 % | 238.459 $ | +27.692 $ | +13,1 % | 210.767 $ | -1.831 $ | -0,9 % | 212.598 $ | +1.950 $ | +0,9 % |
| Aurora Private Wealth, Inc. | 229.000 $ | -7.000 $ | -3,0 % | 236.000 $ | ||||||||
| Hardin Capital Partners, LLC | 225.651 $ | -10.283 $ | -4,4 % | 235.934 $ | +26.088 $ | +12,4 % | 209.846 $ | +1.472 $ | +0,7 % | 208.374 $ | -5.186 $ | -2,4 % |
| Bellecapital International Ltd. | 233.411 $ | +672 $ | +0,3 % | 232.739 $ | ||||||||
| Arax Advisory Partners | 233.365 $ | +215.972 $ | +1.241,7 % | 17.393 $ | -9.467 $ | -35,2 % | 26.860 $ | |||||
| Benchmark Financial, LLC | 231.216 $ | -1.145 $ | -0,5 % | 232.361 $ | +26.454 $ | +12,8 % | 205.907 $ | -2.405 $ | -1,2 % | 208.312 $ | ||
| BARCLAYS PLC | 150.227 $ | +5.181 $ | +3,6 % | 145.046 $ | -87.298 $ | -37,6 % | 232.344 $ | -162.324 $ | -41,1 % | |||
| Portland Global Advisors LLC | 229.232 $ | +13.681 $ | +6,3 % | 215.551 $ | +1.512 $ | +0,7 % | 214.039 $ | -5.326 $ | -2,4 % | |||
| Slagle Financial, LLC | 228.526 $ | -10.615 $ | -4,4 % | |||||||||
| Falcon Wealth Planning | 228.191 $ | +25.136 $ | +12,4 % | 203.055 $ | +1.425 $ | +0,7 % | 201.630 $ | -13.362 $ | -6,2 % | |||
| Investment Advisory Group, LLC | 228.056 $ | +24.263 $ | +11,9 % | 203.793 $ | +3.793 $ | +1,9 % | 200.000 $ | -11.370 $ | -5,4 % | |||
| Integrated Advisors Network LLC | 225.792 $ | -5.619 $ | -2,4 % | |||||||||
| COLDSTREAM CAPITAL MANAGEMENT INC | 225.480 $ | |||||||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 178.038 $ | -43.734 $ | -19,7 % | 221.772 $ | -3.183 $ | -1,4 % | 224.955 $ | +19.720 $ | +9,6 % | |||
| FISCHER INVESTMENT STRATEGIES, LLC | 216.850 $ | |||||||||||
| Lloyd Advisory Services, LLC. | 151.222 $ | -62.636 $ | -29,3 % | 213.858 $ | +186.737 $ | +688,5 % | 27.121 $ | |||||
| FSA Advisors, Inc. | 213.577 $ | |||||||||||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 212.435 $ | |||||||||||
| Quotient Wealth Partners, LLC | 211.910 $ | |||||||||||
| FINANCIAL MANAGEMENT NETWORK INC | 211.830 $ | |||||||||||
| Capital Investment Advisors, LLC | 204.390 $ | -6.590 $ | -3,1 % | 210.980 $ | ||||||||
| Larson Financial Group LLC | 205.653 $ | +10.690 $ | +5,5 % | 194.963 $ | +4.779 $ | +2,5 % | 190.184 $ | +22.916 $ | +13,7 % | |||
| HF Advisory Group, LLC | 204.116 $ | |||||||||||
| CGN Advisors LLC | 202.980 $ | -1.051 $ | -0,5 % | 204.031 $ | ||||||||
| Processus Wealth & Capital Management, LLC | 204.000 $ | |||||||||||
| Galvin, Gaustad & Stein, LLC | 202.993 $ | -431 $ | -0,2 % | 203.424 $ | ||||||||
| Virtu Financial LLC | 203.000 $ | |||||||||||
| Cohen Investment Advisors LLC | 202.778 $ | |||||||||||
| PINNACLE ASSOCIATES LTD | 200.996 $ | -426 $ | -0,2 % | 201.422 $ | ||||||||
| Godfrey Financial Associates, Inc. | 200.814 $ | +22.906 $ | +12,9 % | 177.908 $ | -23.114 $ | -11,5 % | 201.022 $ | |||||
| Coston, McIsaac & Partners | 186.000 $ | +8.000 $ | +4,5 % | 178.000 $ | -22.000 $ | -11,0 % | 200.000 $ | -6.000 $ | -2,9 % | |||
| GLENMEDE TRUST CO NA | 196.772 $ | +28.658 $ | +17,0 % | 168.114 $ | ||||||||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 179.875 $ | -13.721 $ | -7,1 % | 193.596 $ | +109.759 $ | +130,9 % | 83.837 $ | |||||
| NATIONAL BANK OF CANADA /FI/ | 67.065 $ | -124.366 $ | -65,0 % | 191.431 $ | +77.027 $ | +67,3 % | 114.404 $ | -46.664 $ | -29,0 % | |||
| Continuum Advisory, LLC | 187.769 $ | |||||||||||
| Key FInancial Inc | 186.585 $ | +6.435 $ | +3,6 % | 180.150 $ | +3.983 $ | +2,3 % | 176.167 $ | +5.613 $ | +3,3 % | |||
| 4Thought Financial Group Inc. | 174.305 $ | -4.424 $ | -2,5 % | 178.729 $ | +3.758 $ | +2,1 % | 174.971 $ | -27.809 $ | -13,7 % | |||
| Byrne Asset Management LLC | 176.028 $ | +519 $ | +0,3 % | 175.509 $ | +19.982 $ | +12,8 % | 155.527 $ | -1.817 $ | -1,2 % | 157.344 $ | +995 $ | +0,6 % |
| Ancora Advisors LLC | 175.211 $ | +165.430 $ | +1.691,3 % | 9.781 $ | ||||||||
| Intesa Sanpaolo Wealth Management | 155.736 $ | -11.880 $ | -7,1 % | 167.616 $ | -6.642 $ | -3,8 % | 174.258 $ | |||||
| Cornerstone Planning Group LLC | 170.596 $ | +7.675 $ | +4,7 % | 162.921 $ | +85.106 $ | +109,4 % | 77.815 $ | +54.850 $ | +238,8 % | |||
| FRANKLIN TEMPLETON INC | 158.749 $ | +18.073 $ | +12,8 % | 140.676 $ | -1.643 $ | -1,2 % | 142.319 $ | +900 $ | +0,6 % | |||
| PRIVATE TRUST CO NA | 142.014 $ | -16.546 $ | -10,4 % | 158.560 $ | +13.977 $ | +9,7 % | 144.583 $ | +17.097 $ | +13,4 % | 127.486 $ | -20.806 $ | -14,0 % |
| Root Financial Partners, LLC | 156.594 $ | +102.654 $ | +190,3 % | 53.940 $ | ||||||||
| HANTZ FINANCIAL SERVICES, INC. | 155.000 $ | +38.000 $ | +32,5 % | 117.000 $ | ||||||||
| First Command Advisory Services, Inc. | 148.523 $ | |||||||||||
| Crews Bank & Trust | 141.960 $ | +3.139 $ | +2,3 % | 138.821 $ | +5.062 $ | +3,8 % | ||||||
| Holos Integrated Wealth LLC | 137.130 $ | +10.738 $ | +8,5 % | 126.392 $ | +10.128 $ | +8,7 % | 116.264 $ | +36.704 $ | +46,1 % | |||
| COMPASS FINANCIAL MANAGEMENT LLC | 135.870 $ | |||||||||||
| CX Institutional | 127.000 $ | -5.000 $ | -3,8 % | 132.000 $ | +9.000 $ | +7,3 % | 123.000 $ | +7.000 $ | +6,0 % | 116.000 $ | +10.000 $ | +9,4 % |
| TD Waterhouse Canada Inc. | 131.952 $ | +3.292 $ | +2,6 % | 128.660 $ | +27.518 $ | +27,2 % | 101.142 $ | -141 $ | -0,1 % | 101.283 $ | +3.750 $ | +3,8 % |
| Raleigh Capital Management Inc. | 129.868 $ | +19.711 $ | +17,9 % | 110.157 $ | +30.608 $ | +38,5 % | 79.549 $ | |||||
| SALEM INVESTMENT COUNSELORS INC | 119.874 $ | -9.005 $ | -7,0 % | 128.879 $ | -16.400 $ | -11,3 % | ||||||
| Premier Financial Group | 107.544 $ | -13.071 $ | -10,8 % | 120.615 $ | -9.745 $ | -7,5 % | ||||||
| Kohmann Bosshard Financial Services, LLC | 119.825 $ | |||||||||||
| MPWM ADVISORY SOLUTIONS, LLC | 116.446 $ | +29.693 $ | +34,2 % | 86.753 $ | -16.041 $ | -15,6 % | 102.794 $ | +5.234 $ | +5,4 % | |||
| Johnson Financial Group, Inc. | 116.416 $ | +736 $ | +0,6 % | |||||||||
| Archer Investment Corp | 115.648 $ | +72.384 $ | +167,3 % | 43.264 $ | -363 $ | -0,8 % | 43.627 $ | +2.583 $ | +6,3 % | |||
| JFS WEALTH ADVISORS, LLC | 115.355 $ | +13.396 $ | +13,1 % | 101.959 $ | -886 $ | -0,9 % | 102.845 $ | +943 $ | +0,9 % | |||
| Portfolio Resources Advisor Group, Inc. | 110.611 $ | +2.668 $ | +2,5 % | 107.943 $ | +12.289 $ | +12,8 % | 95.654 $ | |||||
| BLAIR WILLIAM & CO/IL | 106.263 $ | +10.497 $ | +11,0 % | 95.766 $ | +15.994 $ | +20,0 % | 79.772 $ | -1.985 $ | -2,4 % | |||
| 3 FACTOR INDEXING, LLC | 96.303 $ | +277 $ | +0,3 % | 96.026 $ | -7.325 $ | -7,1 % | 103.351 $ | |||||
| Anfield Capital Management, LLC | 100.400 $ | -1.173 $ | -1,2 % | 101.573 $ | -40.207 $ | -28,4 % | ||||||
| SageView Advisory Group, LLC | 97.948 $ | |||||||||||
| Financial Perspectives, Inc | 97.924 $ | +83.069 $ | +559,2 % | 14.855 $ | -174 $ | -1,2 % | 15.029 $ | +95 $ | +0,6 % | |||
| Wealth Watch Advisors, INC | 95.643 $ | -1.890 $ | -1,9 % | |||||||||
| Clarity Asset Management, Inc. | 90.155 $ | |||||||||||
| CARDIFF PARK ADVISORS, LLC | 89.389 $ | +9.847 $ | +12,4 % | 79.542 $ | +558 $ | +0,7 % | 78.984 $ | -1.966 $ | -2,4 % | |||
| Rialto Wealth Management, LLC | 87.681 $ | +9.659 $ | +12,4 % | 78.022 $ | +547 $ | +0,7 % | 77.475 $ | -1.928 $ | -2,4 % | |||
| SIGNATUREFD, LLC | 83.831 $ | +83.745 $ | +97.377,9 % | 86 $ | -4 $ | -4,4 % | 90 $ | -7 $ | -7,2 % | |||
| GAMMA Investing LLC | 78.281 $ | +17.054 $ | +27,9 % | 61.227 $ | +6.744 $ | +12,4 % | 54.483 $ | |||||
| Glass Jacobson Investment Advisors llc | 76.035 $ | +19.074 $ | +33,5 % | 56.961 $ | -495 $ | -0,9 % | 57.456 $ | +527 $ | +0,9 % | |||
| Grey Ledge Advisors, LLC | 62.427 $ | -4.145 $ | -6,2 % | 66.572 $ | -9.338 $ | -12,3 % | 75.910 $ | -6.319 $ | -7,7 % | |||
| Realta Investment Advisors | 73.691 $ | |||||||||||
| EASTERN BANK | 67.403 $ | -3.038 $ | -4,3 % | 70.441 $ | +4.321 $ | +6,5 % | 66.120 $ | |||||
| HHM Wealth Advisors, LLC | 69.960 $ | |||||||||||
| Vermillion Wealth Management, Inc. | 65.897 $ | +30.108 $ | +84,1 % | |||||||||
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 60.745 $ | -1.958 $ | -3,1 % | 62.703 $ | +15.975 $ | +34,2 % | 46.728 $ | |||||
| Stone House Investment Management, LLC | 62.488 $ | +7.256 $ | +13,1 % | 55.232 $ | -479 $ | -0,9 % | 55.711 $ | -252.901 $ | -81,9 % | |||
| Strengthening Families & Communities, LLC | 62.399 $ | +7.620 $ | +13,9 % | 54.779 $ | -3.721 $ | -6,4 % | 58.500 $ | +35.244 $ | +151,5 % | 23.256 $ | +12.759 $ | +121,5 % |
| NBT BANK, N.A. | 60.505 $ | +41.986 $ | +226,7 % | 18.519 $ | ||||||||
| Delos Wealth Advisors, LLC | 60.369 $ | +15.380 $ | +34,2 % | 44.989 $ | -396 $ | -0,9 % | 45.385 $ | +2.782 $ | +6,5 % | |||
| LifeSteps Financial, Inc. | 59.896 $ | |||||||||||
| Privatperson | 55.898 $ | -2.913 $ | -5,0 % | 58.811 $ | -901 $ | -1,5 % | 59.712 $ | -2.300 $ | -3,7 % | |||
| Cape Investment Advisory, Inc. | 57.000 $ | -1.552 $ | -2,7 % | 58.552 $ | +13.371 $ | +29,6 % | 45.181 $ | |||||
| BOKF, NA | 33.437 $ | +3.683 $ | +12,4 % | 29.754 $ | -26.054 $ | -46,7 % | 55.808 $ | -35.168 $ | -38,7 % | |||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 48.711 $ | -6.344 $ | -11,5 % | 55.055 $ | +5.947 $ | +12,1 % | 49.108 $ | |||||
| Nicht ausgewiesen | 48.884 $ | -3.729 $ | -7,1 % | 52.613 $ | -2.085 $ | -3,8 % | 54.698 $ | -4.610 $ | -7,8 % | |||
| AlphaCore Capital LLC | 53.469 $ | +6.259 $ | +13,3 % | 47.210 $ | +331 $ | +0,7 % | 46.879 $ | -1.166 $ | -2,4 % | |||
| TD Capital Management LLC | 26.676 $ | -26.437 $ | -49,8 % | 53.113 $ | +373 $ | +0,7 % | 52.740 $ | -745 $ | -1,4 % | |||
| Beaird Harris Wealth Management, LLC | 52.963 $ | +372 $ | +0,7 % | 52.591 $ | -1.309 $ | -2,4 % | ||||||
| Asset Dedication, LLC | 50.752 $ | +5.727 $ | +12,7 % | 45.025 $ | -294 $ | -0,6 % | 45.319 $ | -97 $ | -0,2 % | |||
| SIMPLEX TRADING, LLC | 50.566 $ | |||||||||||
| SouthState Bank Corp | 48.822 $ | -11.259 $ | -18,7 % | |||||||||
| Atlantic Union Bankshares Corp | 46.567 $ | +295 $ | +0,6 % | |||||||||
| Strategic Wealth Partners, Ltd. | 45.706 $ | +3.860 $ | +9,2 % | 41.846 $ | -2.351 $ | -5,3 % | 44.197 $ | +5.790 $ | +15,1 % | |||
| Alpine Bank Wealth Management | 44.862 $ | |||||||||||
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 44.473 $ | +11.061 $ | +33,1 % | 33.412 $ | ||||||||
| Financial Freedom, LLC | 43.726 $ | -380 $ | -0,9 % | 44.106 $ | -10.229 $ | -18,8 % | ||||||
| Rydar Equities, Inc. | 42.938 $ | |||||||||||
| Quattro Advisors LLC | 42.670 $ | |||||||||||
| Activest Wealth Management | 42.604 $ | +123 $ | +0,3 % | 42.481 $ | ||||||||
| Trust Co | 21.041 $ | -860 $ | -3,9 % | 21.901 $ | +2.421 $ | +12,4 % | 19.480 $ | -22.329 $ | -53,4 % | 41.809 $ | ||
| Cherry Tree Wealth Management, LLC | 39.888 $ | -1.798 $ | -4,3 % | 41.686 $ | +4.592 $ | +12,4 % | 37.094 $ | +260 $ | +0,7 % | 36.834 $ | -916 $ | -2,4 % |
| CHESAPEAKE ASSET MANAGEMENT LLC | 40.730 $ | -274 $ | -0,7 % | 41.004 $ | ||||||||
| Pinnacle Wealth Planning Services, Inc. | 40.348 $ | +4.445 $ | +12,4 % | 35.903 $ | ||||||||
| SJS Investment Consulting Inc. | 34.990 $ | -5.070 $ | -12,7 % | 40.060 $ | +35.282 $ | +738,4 % | ||||||
| Forum Finance Group S.A. | 39.000 $ | |||||||||||
| Ashton Thomas Private Wealth, LLC | 38.267 $ | +4.215 $ | +12,4 % | 34.052 $ | ||||||||
| WHITTIER TRUST CO OF NEVADA INC | 37.942 $ | +3.190 $ | +9,2 % | 34.752 $ | -241 $ | -0,7 % | 34.993 $ | -391 $ | -1,1 % | |||
| UMB Bank, n.a. | 36.730 $ | +35.985 $ | +4.830,2 % | 745 $ | -29 $ | -3,7 % | 774 $ | |||||
| MassMutual Private Wealth & Trust, FSB | 32.706 $ | -1.474 $ | -4,3 % | 34.180 $ | +3.765 $ | +12,4 % | 30.415 $ | +213 $ | +0,7 % | 30.202 $ | -751 $ | -2,4 % |
| Investors Research Corp | 20.785 $ | -12.976 $ | -38,4 % | 33.761 $ | +214 $ | +0,6 % | ||||||
| Anchor Investment Management, LLC | 33.194 $ | +3.779 $ | +12,8 % | 29.415 $ | -344 $ | -1,2 % | 29.759 $ | |||||
| Nicht ausgewiesen | 33.000 $ | +4.000 $ | +13,8 % | 29.000 $ | +0 $ | +0,0 % | 29.000 $ | -1.000 $ | -3,3 % | |||
| Dauntless Investment Group, LLC | 32.528 $ | -141.617 $ | -81,3 % | |||||||||
| SBI Securities Co., Ltd. | 28.712 $ | -1.973 $ | -6,4 % | 30.685 $ | +4.762 $ | +18,4 % | 25.923 $ | +13.852 $ | +114,8 % | 12.071 $ | +1.094 $ | +10,0 % |
| CULLEN/FROST BANKERS, INC. | 29.218 $ | |||||||||||
| Triumph Capital Management | 29.018 $ | +1.103 $ | +4,0 % | 27.915 $ | +4.416 $ | +18,8 % | 23.499 $ | +183 $ | +0,8 % | 23.316 $ | ||
| Creative Capital Management Investments LLC | 28.852 $ | +3.284 $ | +12,8 % | 25.568 $ | -298 $ | -1,2 % | 25.866 $ | +163 $ | +0,6 % | |||
| Aventura Private Wealth, LLC | 28.162 $ | +7.175 $ | +34,2 % | 20.987 $ | -185 $ | -0,9 % | 21.172 $ | +1.298 $ | +6,5 % | |||
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 28.000 $ | +0 $ | +0,0 % | 28.000 $ | -1.000 $ | -3,4 % | ||||||
| SIMS INVESTMENT MANAGEMENT, LLC | 27.934 $ | |||||||||||
| CVA Family Office, LLC | 26.702 $ | +3.040 $ | +12,8 % | 23.662 $ | ||||||||
| ROGCO, LP | 23.703 $ | +2.611 $ | +12,4 % | 21.092 $ | +148 $ | +0,7 % | 20.944 $ | -522 $ | -2,4 % | |||
| Networth Advisors, LLC | 18.269 $ | +1.064 $ | +6,2 % | 17.205 $ | -4.750 $ | -21,6 % | 21.955 $ | |||||
| Blue Trust, Inc. | 19.891 $ | |||||||||||
| Montgomery Financial Services LLC | 19.498 $ | |||||||||||
| GHP Investment Advisors, Inc. | 19.419 $ | |||||||||||
| Oakmont Advisory Group, LLC | 18.984 $ | |||||||||||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 18.911 $ | +5.833 $ | +44,6 % | 13.078 $ | +849 $ | +6,9 % | 12.229 $ | +112 $ | +0,9 % | |||
| Tidemark, LLC | 17.819 $ | +614 $ | +3,6 % | 17.205 $ | +380 $ | +2,3 % | 16.825 $ | +614 $ | +3,8 % | |||
| TFC Financial Management, Inc. | 17.653 $ | |||||||||||
| Transce3nd, LLC | 17.238 $ | +1.002 $ | +6,2 % | 16.236 $ | -1.190 $ | -6,8 % | 17.426 $ | +15.421 $ | +769,1 % | |||
| Providence Capital Advisors, LLC | 17.082 $ | |||||||||||
| Legacy Wealth Managment, LLC/ID | 15.564 $ | +4.217 $ | +37,2 % | 11.347 $ | +696 $ | +6,5 % | ||||||
| Indiana Trust & Investment Management Co | 13.016 $ | +38 $ | +0,3 % | 12.978 $ | -990 $ | -7,1 % | 13.968 $ | -554 $ | -3,8 % | 14.522 $ | -1.224 $ | -7,8 % |
| CKW FINANCIAL GROUP | 13.000 $ | +2.000 $ | +18,2 % | 11.000 $ | +0 $ | +0,0 % | 11.000 $ | +0 $ | +0,0 % | |||
| Institute for Wealth Management, LLC. | 12.978 $ | |||||||||||
| TOUNJIAN ADVISORY PARTNERS, LLC | 12.712 $ | |||||||||||
| Garton & Associates Financial Advisors LLC | 12.592 $ | |||||||||||
| Capital Investment Advisory Services, LLC | 2.155 $ | -10.248 $ | -82,6 % | 12.403 $ | +638 $ | +5,4 % | 11.765 $ | +7.398 $ | +169,4 % | |||
| GROUP ONE TRADING LLC | 11.697 $ | +717 $ | +6,5 % | |||||||||
| Smallwood Wealth Investment Management, LLC | 10.458 $ | -711 $ | -6,4 % | 11.169 $ | -443 $ | -3,8 % | 11.612 $ | -810 $ | -6,5 % | |||
| Concord Wealth Partners | 11.500 $ | +1.214 $ | +11,8 % | 10.286 $ | -5.067 $ | -33,0 % | ||||||
| VANGUARD ADVISERS INC | 10.023 $ | +1.141 $ | +12,8 % | 8.882 $ | ||||||||
| HIGHLINE WEALTH PARTNERS LLC | 9.893 $ | -49 $ | -0,5 % | 9.942 $ | ||||||||
| Elevated Capital Advisors, LLC | 9.902 $ | |||||||||||
| FAS Wealth Partners, Inc. | 9.636 $ | +358 $ | +3,9 % | 9.278 $ | +214 $ | +2,4 % | 9.064 $ | +344 $ | +3,9 % | |||
| Darwin Wealth Management, LLC | 9.454 $ | |||||||||||
| TUCKER ASSET MANAGEMENT LLC | 8.091 $ | +5.772 $ | +248,9 % | 2.319 $ | -488 $ | -17,4 % | 2.807 $ | +172 $ | +6,5 % | |||
| Kilter Group LLC | 7.095 $ | -541 $ | -7,1 % | 7.636 $ | -303 $ | -3,8 % | 7.939 $ | -669 $ | -7,8 % | |||
| Cornerstone Financial Management LLC | 7.774 $ | +679 $ | +9,6 % | 7.095 $ | -83 $ | -1,2 % | 7.178 $ | |||||
| LANARK FINANCIAL, INC. | 7.662 $ | +6.935 $ | +953,9 % | 727 $ | +5 $ | +0,7 % | 722 $ | |||||
| McIlrath & Eck, LLC | 6.585 $ | +42 $ | +0,6 % | |||||||||
| Meramec Financial Planners, LLC | 6.312 $ | |||||||||||
| 10Elms LLP | 6.242 $ | |||||||||||
| Main Street Group, LTD | 6.224 $ | +1.586 $ | +34,2 % | 4.638 $ | ||||||||
| New Millennium Group LLC | 5.442 $ | -82 $ | -1,5 % | |||||||||
| Miller Capital Partners, Inc. | 5.316 $ | +605 $ | +12,8 % | 4.711 $ | -55 $ | -1,2 % | 4.766 $ | |||||
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 4.458 $ | +491 $ | +12,4 % | 3.967 $ | +28 $ | +0,7 % | 3.939 $ | |||||
| Imprint Wealth LLC | 3.743 $ | +229 $ | +6,5 % | |||||||||
| Dogwood Wealth Management LLC | 3.003 $ | |||||||||||
| Avion Wealth | 3.000 $ | +0 $ | +0,0 % | 3.000 $ | +1.000 $ | +50,0 % | 2.000 $ | |||||
| TWIN PEAKS WEALTH ADVISORS, LLC | 2.899 $ | |||||||||||
| EverSource Wealth Advisors, LLC | 2.843 $ | |||||||||||
| HOLLENCREST CAPITAL MANAGEMENT | 2.289 $ | -155 $ | -6,3 % | 2.444 $ | -97 $ | -3,8 % | 2.541 $ | -178 $ | -6,5 % | |||
| Sterling Capital Management LLC | 2.278 $ | +1.239 $ | +119,2 % | 1.039 $ | +36 $ | +3,6 % | 1.003 $ | -280 $ | -21,8 % | 1.283 $ | +47 $ | +3,8 % |
| HOEY INVESTMENTS, INC | 2.230 $ | -26 $ | -1,2 % | 2.256 $ | +14 $ | +0,6 % | ||||||
| LRI Investments, LLC | 2.191 $ | +249 $ | +12,8 % | 1.942 $ | -23 $ | -1,2 % | 1.965 $ | +13 $ | +0,7 % | |||
| RHL GROUP, LLC | 2.146 $ | +229 $ | +11,9 % | 1.917 $ | +13 $ | +0,7 % | 1.904 $ | |||||
| WFA of San Diego, LLC | 1.862 $ | -74 $ | -3,8 % | 1.936 $ | -163 $ | -7,8 % | ||||||
| Modus Advisors, LLC | 1.464 $ | |||||||||||
| SHP Wealth Management | 1.245 $ | +317 $ | +34,2 % | 928 $ | -8 $ | -0,9 % | 936 $ | |||||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 661 $ | |||||||||||
| Horizons Wealth Management | 606 $ | |||||||||||
| HighMark Wealth Management LLC | 583 $ | +67 $ | +13,0 % | 516 $ | -6 $ | -1,1 % | 522 $ | +3 $ | +0,6 % | |||
| Frazier Financial Advisors, LLC | 291 $ | +34 $ | +13,2 % | 257 $ | -2 $ | -0,8 % | 259 $ | +2 $ | +0,8 % | |||
| Sarver Vrooman Wealth Advisors | 260 $ | +0 $ | +0,0 % | 260 $ | -19 $ | -6,8 % | 279 $ | -11 $ | -3,8 % | 290 $ | -25 $ | -7,9 % |
| Central Pacific Bank - Trust Division | 142 $ | -7 $ | -4,7 % | 149 $ | +17 $ | +12,9 % | 132 $ | +1 $ | +0,8 % | 131 $ | -4 $ | -3,0 % |
| Abound Wealth Management | 30 $ | |||||||||||
| NFSG Corp | 0 $ | |||||||||||
| Total | 473.813.208 $ | +19.663.304 $ | +7,4 % | 6.730.095.137 $ | +1.537.759.895 $ | +264,1 % | 4.955.226.737 $ | +1.090.506.813 $ | +373,9 % | 3.906.666.689 $ | +662.327.132 $ | +628,7 % |
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.