| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 1.093.808.211 $ | -70.402.446 $ | +5.796,8 % | 10.068.886.144 $ | +912.732.847 $ | +165,4 % | 9.135.003.943 $ | +764.600.842 $ | +106,8 % | 8.361.011.284 $ | +346.713.708 $ | +97,8 % |
| LPL Financial LLC | 1.530.972.155 $ | +175.756.933 $ | +13,0 % | 1.355.215.222 $ | +102.897.232 $ | +8,2 % | 1.252.317.990 $ | +128.455.386 $ | +11,4 % | |||
| MORGAN STANLEY | 945.530.745 $ | +15.137.641 $ | +1,6 % | 930.393.104 $ | -9.820.264 $ | -1,0 % | 940.213.368 $ | +25.381.246 $ | +2,8 % | |||
| WELLS FARGO & COMPANY/MN | 412.657.326 $ | +26.169.134 $ | +6,8 % | 386.488.192 $ | +1.592.114 $ | +0,4 % | 384.896.078 $ | -27.988.673 $ | -6,8 % | |||
| RAYMOND JAMES FINANCIAL INC | 347.363.556 $ | +68.784.504 $ | +24,7 % | 278.579.052 $ | -49.164.271 $ | -15,0 % | 327.743.323 $ | +57.375.490 $ | +21,2 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 322.343.957 $ | +15.834.670 $ | +5,2 % | 306.509.287 $ | +9.360.052 $ | +3,1 % | 297.149.235 $ | +26.274.007 $ | +9,7 % | |||
| Cetera Investment Advisers | 293.804.509 $ | +29.875.652 $ | +11,3 % | 263.928.857 $ | +25.007.020 $ | +10,5 % | 238.921.837 $ | +13.327.457 $ | +5,9 % | |||
| ROYAL BANK OF CANADA | 280.310.000 $ | +44.114.000 $ | +18,7 % | 236.196.000 $ | +21.249.000 $ | +9,9 % | 214.947.000 $ | -8.163.000 $ | -3,7 % | |||
| FIRST TRUST ADVISORS LP | 235.182.802 $ | +9.434.901 $ | +4,2 % | 225.747.901 $ | +15.285.537 $ | +7,3 % | 210.462.364 $ | +13.363.956 $ | +6,8 % | |||
| STIFEL FINANCIAL CORP | 210.507.559 $ | +12.119.659 $ | +6,1 % | 198.387.900 $ | +27.786.533 $ | +16,3 % | 170.601.367 $ | -3.614.118 $ | -2,1 % | |||
| Cambridge Investment Research Advisors, Inc. | 206.484.000 $ | +108.692.000 $ | +111,1 % | 97.792.000 $ | +3.576.000 $ | +3,8 % | 94.216.000 $ | +7.360.000 $ | +8,5 % | |||
| OSAIC HOLDINGS, INC. | 180.740.729 $ | +37.343.042 $ | +26,0 % | 143.397.687 $ | -7.438.492 $ | -4,9 % | 150.836.179 $ | +662.254 $ | +0,4 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 164.477.527 $ | -11.762.207 $ | -6,7 % | 176.239.734 $ | +14.987.799 $ | +9,3 % | 161.251.935 $ | +39.841.935 $ | +32,8 % | |||
| FIDUCIARY TRUST CO | 153.769.427 $ | -8.465.077 $ | -5,2 % | 162.234.504 $ | +24.852.840 $ | +18,1 % | 137.381.664 $ | -2.183.277 $ | -1,6 % | |||
| AlTi Global, Inc. | 154.362.815 $ | +5.242.120 $ | +3,5 % | 149.120.695 $ | +32.156.029 $ | +27,5 % | 116.964.666 $ | +2.170.786 $ | +1,9 % | |||
| UBS Group AG | 141.846.444 $ | -1.644.375 $ | -1,1 % | 143.490.819 $ | -6.788.300 $ | -4,5 % | 150.279.119 $ | -7.801.127 $ | -4,9 % | |||
| Kestra Advisory Services, LLC | 138.446.867 $ | +10.200.903 $ | +8,0 % | 128.245.964 $ | +24.085.867 $ | +23,1 % | 104.160.097 $ | +10.285.633 $ | +11,0 % | |||
| HARBOUR INVESTMENTS, INC. | 120.827.937 $ | +9.594.925 $ | +8,6 % | 111.233.012 $ | +55.391.414 $ | +99,2 % | 55.841.598 $ | +4.845.336 $ | +9,5 % | |||
| TRUIST FINANCIAL CORP | 107.658.397 $ | +9.879.090 $ | +10,1 % | 97.779.307 $ | -109.396 $ | -0,1 % | 97.888.703 $ | +4.805.884 $ | +5,2 % | |||
| Janney Montgomery Scott LLC | 104.012.000 $ | +25.706.000 $ | +32,8 % | 78.306.000 $ | +17.339.000 $ | +28,4 % | 60.967.000 $ | +4.241.000 $ | +7,5 % | |||
| STEPHENS INC /AR/ | 91.100.268 $ | +2.395.371 $ | +2,7 % | 88.704.897 $ | +16.175.072 $ | +22,3 % | 72.529.825 $ | +1.632.418 $ | +2,3 % | |||
| Nicht ausgewiesen | 86.612.180 $ | +4.067.071 $ | +4,9 % | 82.545.109 $ | +4.082.574 $ | +5,2 % | 78.462.535 $ | +5.441.402 $ | +7,5 % | |||
| Cerity Partners OCIO LLC | 73.049.789 $ | -3.187.486 $ | -4,2 % | 76.237.275 $ | +13.559.616 $ | +21,6 % | 62.677.659 $ | +848.705 $ | +1,4 % | |||
| LVZ, Inc. | 64.226.964 $ | -3.400.772 $ | -5,0 % | 67.627.736 $ | -494.105 $ | -0,7 % | 68.121.841 $ | +2.146.070 $ | +3,3 % | 65.975.771 $ | -730.387 $ | -1,1 % |
| Steward Partners Investment Advisory, LLC | 67.289.710 $ | +11.033.177 $ | +19,6 % | 56.256.533 $ | +20.905.776 $ | +59,1 % | 35.350.757 $ | -526.561 $ | -1,5 % | |||
| Bouchey Financial Group, Ltd. | 61.081.324 $ | +21.314.234 $ | +53,6 % | 39.767.090 $ | ||||||||
| Prospera Financial Services Inc | 59.150.515 $ | -1.545.372 $ | -2,5 % | 60.695.887 $ | +5.273.796 $ | +9,5 % | 55.422.091 $ | -11.156.395 $ | -16,8 % | |||
| NewEdge Advisors, LLC | 59.442.112 $ | +6.833.767 $ | +13,0 % | 52.608.345 $ | +18.681.678 $ | +55,1 % | 33.926.667 $ | -116.260 $ | -0,3 % | |||
| STRATEGIC PLANNING GROUP, LLC | 16.961.248 $ | -42.357.375 $ | -71,4 % | 59.318.623 $ | +10.016.980 $ | +20,3 % | 49.301.643 $ | +32.893.661 $ | +200,5 % | 16.407.982 $ | +1.176.217 $ | +7,7 % |
| Private Advisor Group, LLC | 58.107.066 $ | +7.528.117 $ | +14,9 % | 50.578.949 $ | +1.684.890 $ | +3,4 % | 48.894.059 $ | +5.687.971 $ | +13,2 % | |||
| Arax Advisory Partners | 57.396.546 $ | +15.768.510 $ | +37,9 % | 41.628.036 $ | +2.182.591 $ | +5,5 % | 39.445.445 $ | |||||
| Independent Advisor Alliance | 1.286.690 $ | -54.864.029 $ | -97,7 % | 56.150.719 $ | +54.374.192 $ | +3.060,7 % | 1.776.527 $ | -133.299 $ | -7,0 % | |||
| KINTRA WEALTH, LLC | 53.110.562 $ | +32.322.113 $ | +155,5 % | 20.788.449 $ | +1.013.968 $ | +5,1 % | 19.774.481 $ | |||||
| Long Run Wealth Advisors, LLC | 47.376.189 $ | +1.169.524 $ | +2,5 % | |||||||||
| Luken Investment Analytics, LLC | 46.986.400 $ | +15.695.053 $ | +50,2 % | 31.291.347 $ | -9.485.993 $ | -23,3 % | 40.777.340 $ | -12.948.284 $ | -24,1 % | |||
| Csenge Advisory Group | 46.022.971 $ | +1.259.887 $ | +2,8 % | 44.763.084 $ | +77.528 $ | +0,2 % | 44.685.556 $ | +1.505.153 $ | +3,5 % | |||
| AMERIPRISE FINANCIAL INC | 32.999.264 $ | +283.476 $ | +0,9 % | 32.715.788 $ | -13.261.349 $ | -28,8 % | 45.977.137 $ | -1.348.008 $ | -2,8 % | |||
| Vestmark Advisory Solutions, Inc. | 45.755.479 $ | +14.780.413 $ | +47,7 % | 30.975.066 $ | +4.523.181 $ | +17,1 % | 26.451.885 $ | +3.156.256 $ | +13,5 % | |||
| Baird Financial Group, Inc. | 41.779.249 $ | +5.208.092 $ | +14,2 % | 36.571.157 $ | +4.555.256 $ | +14,2 % | 32.015.901 $ | +1.050.347 $ | +3,4 % | |||
| Concurrent Investment Advisors, LLC | 35.756.696 $ | +3.635.715 $ | +11,3 % | 32.120.981 $ | +4.056.105 $ | +14,5 % | 28.064.876 $ | -13.700.976 $ | -32,8 % | 41.765.852 $ | +12.953.134 $ | +45,0 % |
| BENJAMIN EDWARDS INC | 41.694.182 $ | +2.720.223 $ | +7,0 % | 38.973.959 $ | +7.132.629 $ | +22,4 % | 31.841.330 $ | +9.144.012 $ | +40,3 % | |||
| Rockefeller Capital Management L.P. | 41.151.571 $ | +4.903.152 $ | +13,5 % | 36.248.419 $ | +7.210.766 $ | +24,8 % | 29.037.653 $ | +4.599.202 $ | +18,8 % | |||
| Integrated Wealth Concepts LLC | 40.096.632 $ | +4.493.340 $ | +12,6 % | 35.603.292 $ | +9.802.241 $ | +38,0 % | 25.801.051 $ | -13.270.034 $ | -34,0 % | |||
| ASSETMARK, INC | 37.379.597 $ | +1.889.676 $ | +5,3 % | 35.489.921 $ | +1.749.255 $ | +5,2 % | 33.740.666 $ | +1.139.298 $ | +3,5 % | 32.601.368 $ | +3.375.419 $ | +11,5 % |
| TCP Asset Management, LLC | 36.833.111 $ | -362.737 $ | -1,0 % | 37.195.848 $ | +2.742.428 $ | +8,0 % | 34.453.420 $ | +8.914.149 $ | +34,9 % | 25.539.271 $ | +1.781.364 $ | +7,5 % |
| JANE STREET GROUP, LLC | 16.861.455 $ | -17.288.451 $ | -50,6 % | 34.149.906 $ | +29.973.219 $ | +717,6 % | 4.176.687 $ | -5.296.042 $ | -55,9 % | |||
| Snowden Capital Advisors LLC | 34.125.016 $ | +2.471.073 $ | +7,8 % | 31.653.943 $ | +544.478 $ | +1,8 % | 31.109.465 $ | +7.055.633 $ | +29,3 % | |||
| Capital Investment Advisors, LLC | 31.287.856 $ | -2.541.653 $ | -7,5 % | 33.829.509 $ | +238.905 $ | +0,7 % | 33.590.604 $ | -219.701 $ | -0,6 % | 33.810.305 $ | -842.871 $ | -2,4 % |
| Arkadios Wealth Advisors | 10.510.723 $ | -23.008.782 $ | -68,6 % | 33.519.505 $ | +24.220.834 $ | +260,5 % | 9.298.671 $ | -11.152.374 $ | -54,5 % | |||
| MANCHESTER FINANCIAL INC | 32.024.147 $ | -745.369 $ | -2,3 % | 32.769.516 $ | +10.607.229 $ | +47,9 % | 22.162.287 $ | +1.863.456 $ | +9,2 % | 20.298.831 $ | +7.903.377 $ | +63,8 % |
| Southern Financial Group, LLC | 32.381.791 $ | +2.235.295 $ | +7,4 % | 30.146.496 $ | +618.771 $ | +2,1 % | 29.527.725 $ | |||||
| Centennial Wealth Advisory LLC | 28.603.699 $ | -3.427.573 $ | -10,7 % | 32.031.272 $ | +9.223.919 $ | +40,4 % | 22.807.353 $ | +11.381.911 $ | +99,6 % | 11.425.442 $ | -247.630 $ | -2,1 % |
| First Heartland Consultants, Inc. | 24.575.194 $ | -7.329.083 $ | -23,0 % | 31.904.277 $ | +436.515 $ | +1,4 % | 31.467.762 $ | +15.185.778 $ | +93,3 % | 16.281.984 $ | +3.634.691 $ | +28,7 % |
| ELEVATION POINT WEALTH PARTNERS, LLC | 31.762.206 $ | +14.889.986 $ | +88,3 % | 16.872.220 $ | +5.383.869 $ | +46,9 % | 11.488.351 $ | +1.488.800 $ | +14,9 % | |||
| PARK NATIONAL CORP /OH/ | 26.645.857 $ | -4.483.792 $ | -14,4 % | 31.129.649 $ | +1.540.299 $ | +5,2 % | 29.589.350 $ | -500.670 $ | -1,7 % | 30.090.020 $ | -59.674 $ | -0,2 % |
| Seascape Capital Management | 30.724.000 $ | +1.070.000 $ | +3,6 % | 29.654.000 $ | -704.000 $ | -2,3 % | 30.358.000 $ | +2.100.000 $ | +7,4 % | |||
| CITADEL ADVISORS LLC | 20.272.280 $ | -10.227.098 $ | -33,5 % | 30.499.378 $ | +22.581.658 $ | +285,2 % | 7.917.720 $ | +1.175.757 $ | +17,4 % | |||
| INDEPENDENT FINANCIAL GROUP, LLC | 29.324.547 $ | +913.454 $ | +3,2 % | 28.411.093 $ | -2.039.854 $ | -6,7 % | 30.450.947 $ | +9.073.041 $ | +42,4 % | 21.377.906 $ | -325.261 $ | -1,5 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30.120.972 $ | +20.957.206 $ | +228,7 % | 9.163.766 $ | +3.806.866 $ | +71,1 % | 5.356.900 $ | +2.011.547 $ | +60,1 % | |||
| Wagner Wealth Management, LLC | 22.413.863 $ | -998.507 $ | -4,3 % | 23.412.370 $ | -3.719.724 $ | -13,7 % | 27.132.094 $ | -1.270.212 $ | -4,5 % | 28.402.306 $ | -1.766.992 $ | -5,9 % |
| Gateway Wealth Partners, LLC | 19.089.886 $ | -8.950.630 $ | -31,9 % | 28.040.516 $ | +16.637.557 $ | +145,9 % | 11.402.959 $ | +1.451.113 $ | +14,6 % | |||
| SOUTHERN CAPITAL SERVICES INC /ADV | 16.789.620 $ | -426.301 $ | -2,5 % | 17.215.921 $ | +1.843.871 $ | +12,0 % | 15.372.050 $ | -12.532.458 $ | -44,9 % | 27.904.508 $ | ||
| Kingsview Wealth Management, LLC | 27.898.960 $ | +4.552.731 $ | +19,5 % | 23.346.229 $ | -2.350.614 $ | -9,1 % | 25.696.843 $ | +91.923 $ | +0,4 % | |||
| HighTower Advisors, LLC | 26.351.839 $ | -1.310.572 $ | -4,7 % | 27.662.411 $ | +1.217.395 $ | +4,6 % | 26.445.016 $ | +1.223.783 $ | +4,9 % | |||
| Pine Valley Investments Ltd Liability Co | 27.412.553 $ | +789.655 $ | +3,0 % | 26.622.898 $ | +1.710.256 $ | +6,9 % | 24.912.642 $ | +99.431 $ | +0,4 % | |||
| Cyndeo Wealth Partners, LLC | 27.226.530 $ | +899.121 $ | +3,4 % | 26.327.409 $ | +776.016 $ | +3,0 % | 25.551.393 $ | +4.172.756 $ | +19,5 % | 21.378.637 $ | +947.624 $ | +4,6 % |
| Bullseye Investment Management, LLC | 26.696.419 $ | +6.054.309 $ | +29,3 % | 20.642.110 $ | +447.860 $ | +2,2 % | 20.194.250 $ | -990.668 $ | -4,7 % | |||
| IFP Advisors, Inc | 25.865.560 $ | -353.917 $ | -1,3 % | 26.219.477 $ | +5.294.976 $ | +25,3 % | 20.924.501 $ | +3.748.416 $ | +21,8 % | 17.176.085 $ | +438.212 $ | +2,6 % |
| Farther Finance Advisors, LLC | 26.176.027 $ | +964.122 $ | +3,8 % | 25.211.905 $ | +5.887.597 $ | +30,5 % | 19.324.308 $ | +4.274.772 $ | +28,4 % | 15.049.536 $ | +4.901.831 $ | +48,3 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23.264.553 $ | +3.227.226 $ | +16,1 % | 20.037.327 $ | -756.157 $ | -3,6 % | 20.793.484 $ | -5.246.414 $ | -20,1 % | 26.039.898 $ | +180.205 $ | +0,7 % |
| MML INVESTORS SERVICES, LLC | 25.643.174 $ | +5.755.559 $ | +28,9 % | 19.887.615 $ | -3.658.955 $ | -15,5 % | 23.546.570 $ | -2.205.829 $ | -8,6 % | |||
| CWM, LLC | 25.406.274 $ | +10.332.274 $ | +68,5 % | 15.074.000 $ | +6.205.000 $ | +70,0 % | ||||||
| KMG FIDUCIARY PARTNERS, LLC | 15.842.956 $ | -977.800 $ | -5,8 % | 16.820.756 $ | -6.395.922 $ | -27,5 % | 23.216.678 $ | -1.919.342 $ | -7,6 % | 25.136.020 $ | +1.846.347 $ | +7,9 % |
| PINNACLE ASSOCIATES LTD | 23.878.237 $ | -1.192.702 $ | -4,8 % | 25.070.939 $ | +3.554.414 $ | +16,5 % | 21.516.525 $ | -418.988 $ | -1,9 % | 21.935.513 $ | +1.264.308 $ | +6,1 % |
| MGO ONE SEVEN LLC | 24.960.995 $ | +6.761.270 $ | +37,2 % | 18.199.725 $ | +4.065.779 $ | +28,8 % | 14.133.946 $ | +11.931.613 $ | +541,8 % | |||
| RFG Advisory, LLC | 24.736.538 $ | +6.126.570 $ | +32,9 % | 18.609.968 $ | +3.731.069 $ | +25,1 % | 14.878.899 $ | +1.807.426 $ | +13,8 % | |||
| PSI Advisors, LLC | 21.017.261 $ | -3.705.242 $ | -15,0 % | 24.722.503 $ | +3.827.043 $ | +18,3 % | 20.895.460 $ | +595.067 $ | +2,9 % | |||
| Beaumont Financial Advisors, LLC | 21.897.630 $ | -1.825.809 $ | -7,7 % | 23.723.439 $ | +3.571.606 $ | +17,7 % | 20.151.833 $ | +7.143.405 $ | +54,9 % | 13.008.428 $ | +311.492 $ | +2,5 % |
| SILVER OAK SECURITIES, INCORPORATED | 23.119.937 $ | +3.845.684 $ | +20,0 % | 19.274.253 $ | +3.488.551 $ | +22,1 % | 15.785.702 $ | +708.682 $ | +4,7 % | |||
| Mariner, LLC | 2.055.478 $ | -21.017.543 $ | -91,1 % | 23.073.021 $ | +3.634.757 $ | +18,7 % | 19.438.264 $ | +3.520.372 $ | +22,1 % | |||
| Brookstone Capital Management | 23.031.067 $ | +280.803 $ | +1,2 % | 22.750.264 $ | +2.275.994 $ | +11,1 % | 20.474.270 $ | +728.580 $ | +3,7 % | 19.745.690 $ | +1.674.487 $ | +9,3 % |
| Coppell Advisory Solutions LLC | 1.093.525 $ | -21.870.691 $ | -95,2 % | 22.964.216 $ | +827.509 $ | +3,7 % | ||||||
| Ferguson Shapiro LLC | 19.795.719 $ | -2.996.483 $ | -13,1 % | 22.792.202 $ | +1.957.959 $ | +9,4 % | 20.834.243 $ | +1.264.991 $ | +6,5 % | 19.569.252 $ | ||
| Focus Partners Wealth | 19.910.594 $ | -815.651 $ | -3,9 % | 20.726.245 $ | -1.804.943 $ | -8,0 % | 22.531.188 $ | -3.938.732 $ | -14,9 % | |||
| Merit Financial Group, LLC | 21.690.463 $ | +2.238.262 $ | +11,5 % | 19.452.201 $ | +181.738 $ | +0,9 % | 19.270.463 $ | +994.021 $ | +5,4 % | |||
| Argent Advisors, Inc. | 21.190.993 $ | +1.832.582 $ | +9,5 % | 19.358.411 $ | +456.854 $ | +2,4 % | 18.901.557 $ | +1.706.595 $ | +9,9 % | |||
| Atlas Private Wealth Advisors | 14.232.395 $ | -2.810.876 $ | -16,5 % | 17.043.271 $ | -3.887.087 $ | -18,6 % | 20.930.358 $ | -1.017.597 $ | -4,6 % | |||
| Stratos Wealth Partners, LTD. | 20.820.487 $ | +1.859.599 $ | +9,8 % | 18.960.888 $ | +9.046.792 $ | +91,3 % | 9.914.096 $ | +1.858.422 $ | +23,1 % | |||
| Per Stirling Capital Management, LLC. | 20.432.180 $ | +184.481 $ | +0,9 % | 20.247.699 $ | +4.500.323 $ | +28,6 % | 15.747.376 $ | +534.974 $ | +3,5 % | |||
| Prime Capital Investment Advisors, LLC | 15.510.010 $ | -1.381.138 $ | -8,2 % | 16.891.148 $ | -3.279.393 $ | -16,3 % | 20.170.541 $ | -209.648 $ | -1,0 % | 20.380.189 $ | +971.433 $ | +5,0 % |
| Mach-1 Financial Group, LLC | 19.133.127 $ | -1.127.204 $ | -5,6 % | 20.260.331 $ | +1.200.603 $ | +6,3 % | 19.059.728 $ | |||||
| ADAMSBROWN WEALTH CONSULTANTS LLC | 15.740.532 $ | -4.430.867 $ | -22,0 % | 20.171.399 $ | +3.007.577 $ | +17,5 % | 17.163.822 $ | +217.608 $ | +1,3 % | 16.946.214 $ | +1.556.763 $ | +10,1 % |
| Wealth Intelligence, LLC | 17.832.603 $ | -833.373 $ | -4,5 % | 18.665.976 $ | -1.082.117 $ | -5,5 % | 19.748.093 $ | |||||
| Equitable Holdings, Inc. | 18.584.907 $ | +117.821 $ | +0,6 % | 18.467.086 $ | -1.180.403 $ | -6,0 % | 19.647.489 $ | +2.332.667 $ | +13,5 % | |||
| Modern Wealth Management, LLC | 18.742.745 $ | +17.223.977 $ | +1.134,1 % | 1.518.768 $ | -1.550.997 $ | -50,5 % | 3.069.765 $ | -7.802.238 $ | -71,8 % | |||
| Second Half Financial Partners, LLC | 18.466.682 $ | +2.418.256 $ | +15,1 % | 16.048.426 $ | -433.402 $ | -2,6 % | 16.481.828 $ | +244.966 $ | +1,5 % | |||
| Compass Financial Services Inc | 18.320.254 $ | +1.872.357 $ | +11,4 % | 16.447.897 $ | -805.404 $ | -4,7 % | 17.253.301 $ | -71.471 $ | -0,4 % | |||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 18.221.151 $ | +1.986.497 $ | +12,2 % | 16.234.654 $ | +659.578 $ | +4,2 % | 15.575.076 $ | +13.653.638 $ | +710,6 % | |||
| Capital Investment Counsel, LLC | 18.109.933 $ | +4.514.303 $ | +33,2 % | 13.595.630 $ | +4.199.476 $ | +44,7 % | 9.396.154 $ | +7.062.519 $ | +302,6 % | 2.333.635 $ | ||
| Flaharty Asset Management, LLC | 1.474.183 $ | -16.313.624 $ | -91,7 % | 17.787.807 $ | -9.744 $ | -0,1 % | 17.797.551 $ | +981.159 $ | +5,8 % | |||
| TOTAL INVESTMENT MANAGEMENT INC | 17.749.198 $ | |||||||||||
| Avior Wealth Management, LLC | 12.015.384 $ | -1.174.183 $ | -8,9 % | 13.189.567 $ | -4.495.849 $ | -25,4 % | 17.685.416 $ | +16.927.886 $ | +2.234,6 % | 757.530 $ | -21.573 $ | -2,8 % |
| Orion Porfolio Solutions, LLC | 15.757.971 $ | -1.678.160 $ | -9,6 % | 17.436.131 $ | -194.535 $ | -1,1 % | 17.630.666 $ | +3.029.542 $ | +20,7 % | |||
| PARK AVENUE SECURITIES LLC | 17.549.000 $ | +1.581.000 $ | +9,9 % | 15.968.000 $ | +9.302.000 $ | +139,5 % | 6.666.000 $ | -5.353.000 $ | -44,5 % | |||
| Summit Financial Wealth Advisors, LLC | 17.287.635 $ | +5.097.291 $ | +41,8 % | 12.190.344 $ | +1.816.995 $ | +17,5 % | 10.373.349 $ | +395.189 $ | +4,0 % | 9.978.160 $ | +262.479 $ | +2,7 % |
| Sanctuary Advisors, LLC | 17.193.847 $ | +1.184.722 $ | +7,4 % | 16.009.125 $ | +1.361.471 $ | +9,3 % | 14.647.654 $ | -10.866.656 $ | -42,6 % | |||
| PRINCIPAL SECURITIES, INC. | 16.955.986 $ | +1.694.148 $ | +11,1 % | 15.261.838 $ | +7.383.742 $ | +93,7 % | 7.878.096 $ | -744.078 $ | -8,6 % | |||
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 15.807.082 $ | -612.375 $ | -3,7 % | 16.419.457 $ | +579.230 $ | +3,7 % | 15.840.227 $ | +4.350.593 $ | +37,9 % | 11.489.634 $ | ||
| BANK OF AMERICA CORP /DE/ | 13.412.268 $ | -466.277 $ | -3,4 % | 13.878.545 $ | -2.490.899 $ | -15,2 % | 16.369.444 $ | +1.552.654 $ | +10,5 % | |||
| VestGen Advisors, LLC | 16.033.548 $ | +1.316.093 $ | +8,9 % | 14.717.455 $ | +1.685.490 $ | +12,9 % | 13.031.965 $ | -1.490.979 $ | -10,3 % | |||
| OLD MISSION CAPITAL LLC | 15.678.071 $ | +14.846.701 $ | +1.785,8 % | 831.370 $ | -2.122.453 $ | -71,9 % | 2.953.823 $ | -4.701.273 $ | -61,4 % | |||
| Curran Financial Partners, LLC | 15.433.582 $ | +2.294.943 $ | +17,5 % | 13.138.639 $ | +965.658 $ | +7,9 % | 12.172.981 $ | +2.215.221 $ | +22,2 % | |||
| Indivisible Partners | 15.355.636 $ | +1.568.349 $ | +11,4 % | 13.787.287 $ | +4.048.517 $ | +41,6 % | 9.738.770 $ | |||||
| Dynamic Advisor Solutions LLC | 15.190.867 $ | +77.438 $ | +0,5 % | 15.113.429 $ | +998.877 $ | +7,1 % | 14.114.552 $ | +10.356.465 $ | +275,6 % | 3.758.087 $ | +2.214.536 $ | +143,5 % |
| Envestnet Portfolio Solutions, Inc. | 15.062.190 $ | +1.194.782 $ | +8,6 % | 13.867.408 $ | -1.228.731 $ | -8,1 % | 15.096.139 $ | +987.935 $ | +7,0 % | |||
| Rehmann Capital Advisory Group | 15.062.591 $ | +192.408 $ | +1,3 % | 14.870.183 $ | +1.951.579 $ | +15,1 % | 12.918.604 $ | +577.567 $ | +4,7 % | |||
| GOLDMAN SACHS GROUP INC | 14.614.082 $ | +12.174.541 $ | +499,1 % | 2.439.541 $ | -27.013 $ | -1,1 % | 2.466.554 $ | -8.284.226 $ | -77,1 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 14.612.358 $ | +570.896 $ | +4,1 % | 14.041.462 $ | +1.260.849 $ | +9,9 % | 12.780.613 $ | -97.673 $ | -0,8 % | |||
| FSB PREMIER WEALTH MANAGEMENT, INC. | 14.373.526 $ | +1.775.704 $ | +14,1 % | 12.597.822 $ | -333.062 $ | -2,6 % | 12.930.884 $ | -26.910 $ | -0,2 % | |||
| Cooper Capital Advisors LLC | 14.308.667 $ | +2.355.176 $ | +19,7 % | 11.953.491 $ | +3.346.687 $ | +38,9 % | 8.606.804 $ | +549.334 $ | +6,8 % | |||
| Solitude Financial Services | 14.291.197 $ | +916.219 $ | +6,9 % | 13.374.978 $ | +638.542 $ | +5,0 % | 12.736.436 $ | -157.932 $ | -1,2 % | |||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 13.872.607 $ | +3.012.896 $ | +27,7 % | 10.859.711 $ | +4.123.584 $ | +61,2 % | 6.736.127 $ | -497.981 $ | -6,9 % | |||
| Uniting Wealth Partners, LLC | 13.649.310 $ | +7.481.588 $ | +121,3 % | 6.167.722 $ | -232.677 $ | -3,6 % | ||||||
| Pinnacle Financial Partners, Inc. | 13.419.792 $ | +3.956.304 $ | +41,8 % | 9.463.488 $ | -426.436 $ | -4,3 % | 9.889.924 $ | |||||
| IHT Wealth Management, LLC | 13.361.951 $ | +1.282.796 $ | +10,6 % | 12.079.155 $ | +2.930.873 $ | +32,0 % | 9.148.282 $ | -960.835 $ | -9,5 % | |||
| Delta Investment Management, LLC | 13.329.046 $ | +1.912.700 $ | +16,8 % | 11.416.346 $ | +1.238.079 $ | +12,2 % | 10.178.267 $ | +3.859.256 $ | +61,1 % | |||
| HBW ADVISORY SERVICES LLC | 6.000.787 $ | -7.232.921 $ | -54,7 % | 13.233.708 $ | -16.439 $ | -0,1 % | 13.250.147 $ | +710.810 $ | +5,7 % | 12.539.337 $ | +4.099.313 $ | +48,6 % |
| Sigma Planning Corp | 13.099.862 $ | +2.509.458 $ | +23,7 % | 10.590.404 $ | -833.608 $ | -7,3 % | 11.424.012 $ | -2.534.741 $ | -18,2 % | |||
| Gladstone Institutional Advisory LLC | 13.084.901 $ | +1.345.595 $ | +11,5 % | 11.739.306 $ | +6.697.274 $ | +132,8 % | 5.042.032 $ | +1.744.602 $ | +52,9 % | |||
| D.A. DAVIDSON & CO. | 13.014.681 $ | +537.757 $ | +4,3 % | 12.476.924 $ | +1.439.289 $ | +13,0 % | 11.037.635 $ | -1.253.752 $ | -10,2 % | |||
| APS Management Group, Inc. | 8.453.409 $ | -4.450.147 $ | -34,5 % | 12.903.556 $ | +946.699 $ | +7,9 % | 11.956.857 $ | +1.562.707 $ | +15,0 % | 10.394.150 $ | +8.158.463 $ | +364,9 % |
| STAR Financial Bank | 12.723.975 $ | +1.536.401 $ | +13,7 % | 11.187.574 $ | +2.146.274 $ | +23,7 % | 9.041.300 $ | +1.931.870 $ | +27,2 % | |||
| Sequent Planning LLC | 8.781.507 $ | -3.794.693 $ | -30,2 % | 12.576.200 $ | +610.691 $ | +5,1 % | 11.965.509 $ | +4.316.778 $ | +56,4 % | |||
| Clarus Group, Inc. | 12.063.825 $ | -450.074 $ | -3,6 % | 12.513.899 $ | +1.479.301 $ | +13,4 % | 11.034.598 $ | -341.865 $ | -3,0 % | 11.376.463 $ | -110.736 $ | -1,0 % |
| SlateStone Wealth, LLC | 12.480.000 $ | |||||||||||
| IAMS WEALTH MANAGEMENT, LLC | 7.141.361 $ | -5.161.444 $ | -42,0 % | 12.302.805 $ | +1.988.097 $ | +19,3 % | 10.314.708 $ | -219.659 $ | -2,1 % | 10.534.367 $ | +3.000.389 $ | +39,8 % |
| J.W. COLE ADVISORS, INC. | 12.230.853 $ | +8.135.644 $ | +198,7 % | 4.095.209 $ | -5.642.714 $ | -57,9 % | 9.737.923 $ | +962.537 $ | +11,0 % | |||
| G&S Capital LLC | 9.793.621 $ | -2.034.971 $ | -17,2 % | 11.828.592 $ | +679.329 $ | +6,1 % | 11.149.263 $ | +1.409.953 $ | +14,5 % | |||
| Z3 Capital Partners, LLC | 11.299.457 $ | -477.494 $ | -4,1 % | 11.776.951 $ | +290.325 $ | +2,5 % | 11.486.626 $ | |||||
| RiverTree Advisors, LLC | 10.663.076 $ | -1.002.022 $ | -8,6 % | 11.665.098 $ | +1.641.484 $ | +16,4 % | 10.023.614 $ | +157.145 $ | +1,6 % | 9.866.469 $ | -224.806 $ | -2,2 % |
| Aptus Capital Advisors, LLC | 11.602.493 $ | +1.586.126 $ | +15,8 % | 10.016.367 $ | +8.567.007 $ | +591,1 % | 1.449.360 $ | +384.940 $ | +36,2 % | |||
| Wealthspire Retirement, LLC | 11.448.751 $ | |||||||||||
| SUMMIT WEALTH GROUP LLC / CO | 11.176.339 $ | +265.631 $ | +2,4 % | 10.910.708 $ | +6.420.275 $ | +143,0 % | 4.490.433 $ | |||||
| AE Wealth Management LLC | 7.520.770 $ | -2.450.629 $ | -24,6 % | 9.971.399 $ | -1.157.866 $ | -10,4 % | 11.129.265 $ | +604.885 $ | +5,7 % | |||
| Brendel Financial Advisors LLC | 11.075.200 $ | +37.749 $ | +0,3 % | 11.037.451 $ | +8.014.740 $ | +265,2 % | 3.022.711 $ | +256.073 $ | +9,3 % | |||
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 10.966.816 $ | +1.449.572 $ | +15,2 % | 9.517.244 $ | +2.882.751 $ | +43,5 % | 6.634.493 $ | |||||
| Capital Investment Advisory Services, LLC | 10.794.199 $ | +640.453 $ | +6,3 % | 10.153.746 $ | +361.025 $ | +3,7 % | 9.792.721 $ | +230.944 $ | +2,4 % | |||
| OPPENHEIMER & CO INC | 10.720.034 $ | +964.006 $ | +9,9 % | 9.756.028 $ | +793.622 $ | +8,9 % | 8.962.406 $ | +1.785.868 $ | +24,9 % | |||
| Symphony Financial Services, Inc. | 10.498.751 $ | +949.870 $ | +9,9 % | 9.548.881 $ | +282.957 $ | +3,1 % | 9.265.924 $ | -1.591.943 $ | -14,7 % | |||
| Summit Financial, LLC | 10.494.291 $ | +1.366.326 $ | +15,0 % | 9.127.965 $ | -916.722 $ | -9,1 % | 10.044.687 $ | -863.971 $ | -7,9 % | |||
| Pinnacle Wealth Management Advisory Group, LLC | 10.281.364 $ | +1.430.536 $ | +16,2 % | 8.850.828 $ | -128.652 $ | -1,4 % | 8.979.480 $ | +648.235 $ | +7,8 % | |||
| Blackhawk Capital Partners, LLC | 10.260.270 $ | +7.107.362 $ | +225,4 % | 3.152.908 $ | -5.310.321 $ | -62,7 % | 8.463.229 $ | +3.458.354 $ | +69,1 % | |||
| Clear Creek Financial Management, LLC | 10.052.211 $ | -8.783 $ | -0,1 % | 10.060.994 $ | -10.895 $ | -0,1 % | 10.071.889 $ | -526.017 $ | -5,0 % | |||
| Patriot Financial Group Insurance Agency, LLC | 6.314.249 $ | +297.696 $ | +4,9 % | 6.016.553 $ | -3.803.933 $ | -38,7 % | 9.820.486 $ | +5.051.209 $ | +105,9 % | 4.769.277 $ | +219.852 $ | +4,8 % |
| Foguth Wealth Management, LLC. | 705.426 $ | -313.449 $ | -30,8 % | 1.018.875 $ | -54.077 $ | -5,0 % | 1.072.952 $ | -8.683.524 $ | -89,0 % | 9.756.476 $ | ||
| Echo Wealth Management, LLC | 9.633.488 $ | -94.237 $ | -1,0 % | 9.727.725 $ | +1.879.629 $ | +24,0 % | 7.848.096 $ | -947.690 $ | -10,8 % | 8.795.786 $ | -1.454 $ | -0,0 % |
| WEDBUSH SECURITIES INC | 9.496.000 $ | +608.000 $ | +6,8 % | 8.888.000 $ | +1.341.000 $ | +17,8 % | 7.547.000 $ | +159.000 $ | +2,2 % | 7.388.000 $ | +1.275.000 $ | +20,9 % |
| Kovack Advisors, Inc. | 9.361.632 $ | +541.444 $ | +6,1 % | 8.820.188 $ | +2.526.309 $ | +40,1 % | 6.293.879 $ | +4.343.905 $ | +222,8 % | |||
| JONES FINANCIAL COMPANIES LLLP | 9.340.236 $ | +958.508 $ | +11,4 % | 8.381.728 $ | +949.343 $ | +12,8 % | 7.432.385 $ | +1.146.563 $ | +18,2 % | |||
| Stonebridge Financial Planning Group, LLC | 9.219.614 $ | +157.473 $ | +1,7 % | 9.062.141 $ | +2.551.831 $ | +39,2 % | 6.510.310 $ | -376.923 $ | -5,5 % | |||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9.215.642 $ | +1.770.066 $ | +23,8 % | 7.445.576 $ | +300.072 $ | +4,2 % | 7.145.504 $ | +630.927 $ | +9,7 % | |||
| Philip James Wealth Mangement, LLC | 5.592.257 $ | -435.658 $ | -7,2 % | 6.027.915 $ | -3.126.632 $ | -34,2 % | 9.154.547 $ | -218.042 $ | -2,3 % | |||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8.854.152 $ | +6.560.319 $ | +286,0 % | 2.293.833 $ | +2.039.625 $ | +802,3 % | 254.208 $ | +37.702 $ | +17,4 % | |||
| Owen LaRue, LLC | 8.786.581 $ | +1.189.302 $ | +15,7 % | 7.597.279 $ | -365.732 $ | -4,6 % | 7.963.011 $ | -261.341 $ | -3,2 % | |||
| StoneX Group Inc. | 7.114.013 $ | +787.594 $ | +12,4 % | 6.326.419 $ | -2.396.106 $ | -27,5 % | 8.722.525 $ | +1.016.607 $ | +13,2 % | |||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 7.910.578 $ | -809.863 $ | -9,3 % | 8.720.441 $ | +493.419 $ | +6,0 % | 8.227.022 $ | +5.916.480 $ | +256,1 % | 2.310.542 $ | -774.390 $ | -25,1 % |
| SageGuard Financial Group, LLC | 8.659.132 $ | +2.158.382 $ | +33,2 % | 6.500.750 $ | ||||||||
| Acorn Wealth Advisors, LLC | 8.654.442 $ | +365.131 $ | +4,4 % | 8.289.311 $ | +1.414.341 $ | +20,6 % | 6.874.970 $ | +1.053.367 $ | +18,1 % | 5.821.603 $ | +974.905 $ | +20,1 % |
| CITIGROUP INC | 5.092.144 $ | -3.480.761 $ | -40,6 % | 8.572.905 $ | +2.305.793 $ | +36,8 % | 6.267.112 $ | -345.293 $ | -5,2 % | |||
| ARQ WEALTH ADVISORS, LLC | 8.495.223 $ | +3.449.941 $ | +68,4 % | 5.045.282 $ | +173.432 $ | +3,6 % | 4.871.850 $ | +174.051 $ | +3,7 % | |||
| Aurora Private Wealth, Inc. | 8.388.000 $ | -103.000 $ | -1,2 % | 8.491.000 $ | +3.261.000 $ | +62,4 % | 5.230.000 $ | -163.000 $ | -3,0 % | 5.393.000 $ | ||
| Private Advisory Group LLC | 4.829.208 $ | +877.437 $ | +22,2 % | 3.951.771 $ | -4.493.463 $ | -53,2 % | 8.445.234 $ | +912.325 $ | +12,1 % | |||
| Ameritas Advisory Services, LLC | 8.386.225 $ | +6.004.890 $ | +252,2 % | 2.381.335 $ | -187.771 $ | -7,3 % | 2.569.106 $ | -5.292.867 $ | -67,3 % | |||
| IFG Advisory, LLC | 8.370.447 $ | +8.355.030 $ | +54.193,6 % | 15.417 $ | -7.183.058 $ | -99,8 % | 7.198.475 $ | +496.173 $ | +7,4 % | |||
| Fearless Solutions, LLC dba Best Invest | 5.949.022 $ | -482.898 $ | -7,5 % | 6.431.920 $ | -783.723 $ | -10,9 % | 7.215.643 $ | -1.131.463 $ | -13,6 % | 8.347.106 $ | -323.932 $ | -3,7 % |
| Aureum Wealth Management, LLC | 8.284.340 $ | +2.881.101 $ | +53,3 % | 5.403.239 $ | +657.119 $ | +13,8 % | 4.746.120 $ | |||||
| VAQUERO PRIVATE WEALTH, LTD | 8.225.122 $ | |||||||||||
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 8.171.325 $ | +1.020.214 $ | +14,3 % | |||||||||
| One Capital Management, LLC | 7.095.653 $ | +0 $ | +0,0 % | 7.095.653 $ | -979.195 $ | -12,1 % | 8.074.848 $ | -71.193 $ | -0,9 % | |||
| Triad Wealth Partners, LLC | 7.983.824 $ | +1.458.358 $ | +22,3 % | 6.525.466 $ | +2.305.921 $ | +54,6 % | 4.219.545 $ | +221.956 $ | +5,6 % | |||
| Trueblood Wealth Management, LLC | 7.983.251 $ | +1.250.649 $ | +18,6 % | 6.732.602 $ | +497.893 $ | +8,0 % | 6.234.709 $ | +1.874.786 $ | +43,0 % | |||
| HighPoint Advisor Group LLC | 7.814.709 $ | +1.948.163 $ | +33,2 % | 5.866.546 $ | +286.886 $ | +5,1 % | 5.579.660 $ | |||||
| Atria Investments, Inc | 7.161.979 $ | -139.185 $ | -1,9 % | 7.301.164 $ | -104.505 $ | -1,4 % | 7.405.669 $ | -289.395 $ | -3,8 % | 7.695.064 $ | -490.188 $ | -6,0 % |
| Wagner Wealth Management, Corp | 7.677.450 $ | +67.680 $ | +0,9 % | 7.609.770 $ | +428.060 $ | +6,0 % | 7.181.710 $ | +3.044.450 $ | +73,6 % | 4.137.260 $ | ||
| DAYMARK WEALTH PARTNERS, LLC | 3.733.778 $ | -3.830.881 $ | -50,6 % | 7.564.659 $ | -34.300 $ | -0,5 % | 7.598.959 $ | +4.230.887 $ | +125,6 % | |||
| OneDigital Investment Advisors LLC | 7.592.014 $ | +489.005 $ | +6,9 % | 7.103.009 $ | +43.757 $ | +0,6 % | 7.059.252 $ | +2.315.789 $ | +48,8 % | |||
| Ashton Thomas Private Wealth, LLC | 7.563.468 $ | +420.707 $ | +5,9 % | 7.142.761 $ | +577.078 $ | +8,8 % | 6.565.683 $ | +1.048.557 $ | +19,0 % | |||
| U.S. Capital Wealth Advisors, LLC | 7.437.800 $ | +1.231.756 $ | +19,8 % | 6.206.044 $ | +1.411.381 $ | +29,4 % | ||||||
| NewEdge Wealth, LLC | 7.434.312 $ | +1.033.897 $ | +16,2 % | 6.400.415 $ | +238.755 $ | +3,9 % | 6.161.660 $ | -10.840 $ | -0,2 % | |||
| Prosperity Financial Group, Inc. | 7.305.610 $ | +1.922.099 $ | +35,7 % | 5.383.511 $ | +180.946 $ | +3,5 % | 5.202.565 $ | +923.505 $ | +21,6 % | |||
| Oxford Wealth Group, LLC | 7.296.601 $ | +1.931.486 $ | +36,0 % | 5.365.115 $ | -958.724 $ | -15,2 % | 6.323.839 $ | |||||
| Platform Technology Partners | 7.275.037 $ | +3.474.216 $ | +91,4 % | 3.800.821 $ | +500.111 $ | +15,2 % | 3.300.710 $ | +428.416 $ | +14,9 % | |||
| BAM Wealth Management, LLC | 7.166.897 $ | +1.874.280 $ | +35,4 % | 5.292.617 $ | +1.556.300 $ | +41,7 % | 3.736.317 $ | +1.136.742 $ | +43,7 % | 2.599.575 $ | ||
| Mutual Advisors, LLC | 4.501.730 $ | +1.053.846 $ | +30,6 % | 3.447.884 $ | -3.699.356 $ | -51,8 % | 7.147.240 $ | -2.518.188 $ | -26,1 % | |||
| Next Level Private LLC | 7.124.546 $ | +53.162 $ | +0,8 % | 7.071.384 $ | +808.056 $ | +12,9 % | 6.263.328 $ | +785.078 $ | +14,3 % | 5.478.250 $ | +1.101.838 $ | +25,2 % |
| MILESTONE ASSET MANAGEMENT, LLC | 7.077.549 $ | +68.583 $ | +1,0 % | 7.008.966 $ | +369.103 $ | +5,6 % | 6.639.863 $ | +108.900 $ | +1,7 % | 6.530.963 $ | +361.739 $ | +5,9 % |
| AIFG Consultants Ltd. | 7.065.578 $ | +1.215.663 $ | +20,8 % | |||||||||
| DAVENPORT & Co LLC | 6.876.907 $ | +223.653 $ | +3,4 % | 6.653.254 $ | +1.989.628 $ | +42,7 % | 4.663.626 $ | -146.090 $ | -3,0 % | 4.809.716 $ | -259.893 $ | -5,1 % |
| CoreCap Advisors, LLC | 6.829.722 $ | +567.269 $ | +9,1 % | 6.262.453 $ | +3.185.591 $ | +103,5 % | 3.076.862 $ | +305.684 $ | +11,0 % | 2.771.178 $ | +207.714 $ | +8,1 % |
| Elevation Advisory Partners LLC | 6.784.914 $ | +2.918.237 $ | +75,5 % | 3.866.677 $ | ||||||||
| Apollon Wealth Management, LLC | 6.769.196 $ | +785.257 $ | +13,1 % | 5.983.939 $ | +3.234.374 $ | +117,6 % | 2.749.565 $ | +488.576 $ | +21,6 % | |||
| Advisory Advocates, LLC | 6.762.402 $ | +1.143.398 $ | +20,3 % | 5.619.004 $ | +272.159 $ | +5,1 % | 5.346.845 $ | |||||
| Pacific Excel Wealth Advisors, Inc. | 6.707.819 $ | +2.519.879 $ | +60,2 % | 4.187.940 $ | ||||||||
| Tandem Financial, LLC | 1.507.476 $ | -108.527 $ | -6,7 % | 1.616.003 $ | -5.053.689 $ | -75,8 % | 6.669.692 $ | +3.768.390 $ | +129,9 % | |||
| Sun Financial Inc | 6.515.544 $ | -46.025 $ | -0,7 % | 6.561.569 $ | +200.222 $ | +3,1 % | 6.361.347 $ | |||||
| Privatperson | 6.547.439 $ | +1.371.098 $ | +26,5 % | 5.176.341 $ | +799.729 $ | +18,3 % | 4.376.612 $ | -15.039 $ | -0,3 % | 4.391.651 $ | +143.961 $ | +3,4 % |
| Balboa Wealth Partners | 3.524.282 $ | -170.259 $ | -4,6 % | 3.694.541 $ | +61.592 $ | +1,7 % | 3.632.949 $ | -2.756.856 $ | -43,1 % | 6.389.805 $ | +658.766 $ | +11,5 % |
| LANGLEY WEALTH MANAGEMENT, LLC | 6.370.900 $ | |||||||||||
| Harvest Investment Services, LLC | 6.336.986 $ | +489.874 $ | +8,4 % | 5.847.112 $ | -83.330 $ | -1,4 % | 5.930.442 $ | -515.430 $ | -8,0 % | |||
| World Investment Advisors | 6.240.587 $ | +483.016 $ | +8,4 % | 5.757.571 $ | -70.557 $ | -1,2 % | 5.828.128 $ | +4.349.320 $ | +294,1 % | |||
| Quad-Cities Investment Group, LLC | 5.915.103 $ | -122.953 $ | -2,0 % | 6.038.056 $ | +577.723 $ | +10,6 % | 5.460.333 $ | +280.451 $ | +5,4 % | 5.179.882 $ | +186.040 $ | +3,7 % |
| CHANNEL WEALTH LLC | 5.932.142 $ | +4.459.726 $ | +302,9 % | 1.472.416 $ | ||||||||
| Triumph Capital Management | 5.911.990 $ | +310.051 $ | +5,5 % | 5.601.939 $ | +63.684 $ | +1,1 % | 5.538.255 $ | +421.583 $ | +8,2 % | 5.116.672 $ | +23.333 $ | +0,5 % |
| INTEGRITY ALLIANCE, LLC. | 5.808.159 $ | +2.258.279 $ | +63,6 % | 3.549.880 $ | +502.169 $ | +16,5 % | 3.047.711 $ | +318.357 $ | +11,7 % | |||
| Spire Wealth Management | 5.231.445 $ | -380.100 $ | -6,8 % | 5.611.545 $ | +24.036 $ | +0,4 % | 5.587.509 $ | -61.680 $ | -1,1 % | |||
| Maia Wealth LLC | 5.106.408 $ | -493.049 $ | -8,8 % | 5.599.457 $ | +191.775 $ | +3,5 % | 5.407.682 $ | +765.242 $ | +16,5 % | 4.642.440 $ | -559.012 $ | -10,7 % |
| Atlas Wealth LLC | 5.547.629 $ | +820.794 $ | +17,4 % | 4.726.835 $ | +354.620 $ | +8,1 % | 4.372.215 $ | +849.676 $ | +24,1 % | |||
| TKG Advisors, LLC | 1.378.785 $ | -4.035.323 $ | -74,5 % | 5.414.108 $ | -10.387 $ | -0,2 % | 5.424.495 $ | +279.113 $ | +5,4 % | |||
| Buska Wealth Management, LLC | 5.347.468 $ | +2.190.532 $ | +69,4 % | 3.156.936 $ | +2.387.881 $ | +310,5 % | 769.055 $ | |||||
| Meadow Creek Wealth Advisors LLC | 5.337.019 $ | +902.432 $ | +20,3 % | 4.434.587 $ | +7.895 $ | +0,2 % | 4.426.692 $ | +178.822 $ | +4,2 % | |||
| StoneCrest Wealth Management, Inc. | 5.300.144 $ | +719.336 $ | +15,7 % | 4.580.808 $ | -111.271 $ | -2,4 % | 4.692.079 $ | |||||
| MTM Investment Management, LLC | 5.242.815 $ | +502.532 $ | +10,6 % | 4.740.283 $ | +542.911 $ | +12,9 % | 4.197.372 $ | +302.344 $ | +7,8 % | |||
| Semus Wealth Partners LLC | 5.188.173 $ | +295.526 $ | +6,0 % | 4.892.647 $ | +717.853 $ | +17,2 % | 4.174.794 $ | -26.299 $ | -0,6 % | 4.201.093 $ | +148.847 $ | +3,7 % |
| TrueWealth Advisors, LLC | 5.176.376 $ | +755.622 $ | +17,1 % | 4.420.754 $ | +439.522 $ | +11,0 % | 3.981.232 $ | -675.775 $ | -14,5 % | 4.657.007 $ | -36.375 $ | -0,8 % |
| Whipplewood Advisors, LLC | 458.208 $ | -220.125 $ | -32,5 % | 678.333 $ | -4.389.553 $ | -86,6 % | 5.067.886 $ | -48.733 $ | -1,0 % | 5.116.619 $ | +538.837 $ | +11,8 % |
| Archer Investment Corp | 5.098.584 $ | +2.634.940 $ | +107,0 % | 2.463.644 $ | +32.309 $ | +1,3 % | 2.431.335 $ | +49.693 $ | +2,1 % | |||
| Western Wealth Management, LLC | 5.083.561 $ | +490.076 $ | +10,7 % | 4.593.485 $ | +1.976.463 $ | +75,5 % | 2.617.022 $ | +252.878 $ | +10,7 % | |||
| CRUX WEALTH ADVISORS | 5.001.735 $ | -60.847 $ | -1,2 % | 5.062.582 $ | +241.607 $ | +5,0 % | 4.820.975 $ | +4.040.328 $ | +517,6 % | |||
| Accurate Wealth Management, LLC | 5.041.172 $ | +604.319 $ | +13,6 % | 4.436.853 $ | +2.090.637 $ | +89,1 % | 2.346.216 $ | |||||
| Accel Wealth Management | 5.022.478 $ | +232.538 $ | +4,9 % | 4.789.940 $ | +1.964.028 $ | +69,5 % | 2.825.912 $ | +2.476.480 $ | +708,7 % | 349.432 $ | -10.197 $ | -2,8 % |
| PFS Partners, LLC | 4.629.674 $ | -323.137 $ | -6,5 % | 4.952.811 $ | +262.951 $ | +5,6 % | 4.689.860 $ | +86.027 $ | +1,9 % | 4.603.833 $ | -264.532 $ | -5,4 % |
| Legacy Wealth Managment, LLC/ID | 4.860.804 $ | +518.053 $ | +11,9 % | 4.342.751 $ | +1.699.295 $ | +64,3 % | 2.643.456 $ | +690.725 $ | +35,4 % | |||
| Hilton Head Capital Partners, LLC | 1.360.945 $ | -3.442.577 $ | -71,7 % | 4.803.522 $ | +131.859 $ | +2,8 % | 4.671.663 $ | |||||
| AXXCESS WEALTH MANAGEMENT, LLC | 280.919 $ | -4.483.661 $ | -94,1 % | 4.764.580 $ | +4.132.598 $ | +653,9 % | 631.982 $ | -2.915.583 $ | -82,2 % | 3.547.565 $ | ||
| Teamwork Financial Advisors, LLC | 4.750.406 $ | +381.901 $ | +8,7 % | 4.368.505 $ | +373.944 $ | +9,4 % | 3.994.561 $ | +131.027 $ | +3,4 % | 3.863.534 $ | +253.002 $ | +7,0 % |
| Elevation Capital Advisory, LLC | 4.745.341 $ | +2.108.046 $ | +79,9 % | |||||||||
| WINEBRENNER CAPITAL MANAGEMENT LLC | 3.801.240 $ | -547.437 $ | -12,6 % | 4.348.677 $ | +95.908 $ | +2,3 % | 4.252.769 $ | -447.676 $ | -9,5 % | 4.700.445 $ | +244.216 $ | +5,5 % |
| Darwin Wealth Management, LLC | 4.686.313 $ | +505.094 $ | +12,1 % | 4.181.219 $ | +338.605 $ | +8,8 % | 3.842.614 $ | -4.319 $ | -0,1 % | |||
| FLOW TRADERS U.S. LLC | 3.983.000 $ | +1.559.000 $ | +64,3 % | 2.424.000 $ | -2.218.000 $ | -47,8 % | 4.642.000 $ | +2.037.000 $ | +78,2 % | |||
| Atlantic Union Bankshares Corp | 4.569.733 $ | +2.432.786 $ | +113,8 % | 2.136.947 $ | -19.278 $ | -0,9 % | 2.156.225 $ | +655.866 $ | +43,7 % | |||
| VIMA LLC | 4.558.006 $ | |||||||||||
| Capital Analysts, LLC | 4.480.000 $ | +816.000 $ | +22,3 % | 3.664.000 $ | -266.000 $ | -6,8 % | 3.930.000 $ | -27.000 $ | -0,7 % | |||
| CALTON & ASSOCIATES, INC. | 3.189.275 $ | -617.678 $ | -16,2 % | 3.806.953 $ | -645.963 $ | -14,5 % | 4.452.916 $ | +727.119 $ | +19,5 % | |||
| Prostatis Group LLC | 3.923.208 $ | +85.091 $ | +2,2 % | 3.838.117 $ | -571.064 $ | -13,0 % | 4.409.181 $ | -4.166.459 $ | -48,6 % | |||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4.382.678 $ | +347.556 $ | +8,6 % | 4.035.122 $ | -16.497 $ | -0,4 % | 4.051.619 $ | -10.639 $ | -0,3 % | |||
| Retirement Planning Group, LLC | 4.369.111 $ | +179.037 $ | +4,3 % | 4.190.074 $ | +940.142 $ | +28,9 % | 3.249.932 $ | +84.276 $ | +2,7 % | 3.165.656 $ | +356.711 $ | +12,7 % |
| HUNTINGTON NATIONAL BANK | 4.356.320 $ | +642.756 $ | +17,3 % | 3.713.564 $ | ||||||||
| Providence First Trust Co | 4.203.239 $ | |||||||||||
| Raab & Moskowitz Asset Management LLC | 4.186.645 $ | +256.675 $ | +6,5 % | 3.929.970 $ | +221.089 $ | +6,0 % | 3.708.881 $ | +348.956 $ | +10,4 % | |||
| Boyce & Associates Wealth Consulting, Inc. | 4.144.667 $ | +1.965.912 $ | +90,2 % | 2.178.755 $ | +335.540 $ | +18,2 % | 1.843.215 $ | +155.698 $ | +9,2 % | 1.687.517 $ | +18.114 $ | +1,1 % |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | 4.106.748 $ | +175.434 $ | +4,5 % | 3.931.314 $ | ||||||||
| Centerpoint Advisory Group | 4.096.292 $ | +1.401.267 $ | +52,0 % | 2.695.025 $ | +1.420.155 $ | +111,4 % | 1.274.870 $ | +341.039 $ | +36,5 % | |||
| Perigon Wealth Management, LLC | 4.069.102 $ | +370.303 $ | +10,0 % | 3.698.799 $ | -2.728 $ | -0,1 % | 3.701.527 $ | |||||
| BlueChip Wealth Advisors LLC | 3.824.872 $ | +333.527 $ | +9,6 % | 3.491.345 $ | -576.356 $ | -14,2 % | 4.067.701 $ | -294.926 $ | -6,8 % | |||
| RETIREMENT GUYS FORMULA LLC | 4.054.473 $ | +382.140 $ | +10,4 % | 3.672.333 $ | +580.215 $ | +18,8 % | 3.092.118 $ | +46.942 $ | +1,5 % | |||
| Resolute Wealth Strategies, LLC | 4.037.563 $ | +741.819 $ | +22,5 % | 3.295.744 $ | +1.031.366 $ | +45,5 % | 2.264.378 $ | -103.820 $ | -4,4 % | |||
| Sunbelt Securities, Inc. | 3.994.527 $ | +894.940 $ | +28,9 % | 3.099.587 $ | +476.275 $ | +18,2 % | ||||||
| Signature Equity Partners, LLC | 3.915.694 $ | +594.056 $ | +17,9 % | 3.321.638 $ | +61.279 $ | +1,9 % | 3.260.359 $ | |||||
| Proactive Wealth Strategies LLC | 3.853.246 $ | -59.408 $ | -1,5 % | 3.912.654 $ | +1.914.707 $ | +95,8 % | 1.997.947 $ | -202.824 $ | -9,2 % | |||
| TWIN PEAKS WEALTH ADVISORS, LLC | 3.567.269 $ | -215.977 $ | -5,7 % | 3.783.246 $ | +2.132.104 $ | +129,1 % | 1.651.142 $ | +4.870 $ | +0,3 % | |||
| Beacon Pointe Advisors, LLC | 3.742.673 $ | +347.598 $ | +10,2 % | 3.395.075 $ | +914.375 $ | +36,9 % | 2.480.700 $ | +20.008 $ | +0,8 % | |||
| FIFTH THIRD BANCORP | 3.084.900 $ | -584.925 $ | -15,9 % | 3.669.825 $ | +3.649.919 $ | +18.335,8 % | 19.906 $ | -65 $ | -0,3 % | |||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.603.858 $ | -9.710 $ | -0,3 % | 3.613.568 $ | ||||||||
| Lido Advisors, LLC | 3.586.244 $ | +312.613 $ | +9,5 % | 3.273.631 $ | -16.339 $ | -0,5 % | 3.289.970 $ | |||||
| Econ Financial Services Corp | 252.591 $ | -12.383 $ | -4,7 % | 264.974 $ | -2.354.552 $ | -89,9 % | 2.619.526 $ | -960.560 $ | -26,8 % | 3.580.086 $ | -55.992 $ | -1,5 % |
| BEACON FINANCIAL GROUP | 2.947.141 $ | -625.974 $ | -17,5 % | 3.573.115 $ | +343.701 $ | +10,6 % | 3.229.414 $ | +451.247 $ | +16,2 % | 2.778.167 $ | +190.338 $ | +7,4 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 3.219.700 $ | -77.658 $ | -2,4 % | 3.297.358 $ | -230.717 $ | -6,5 % | 3.528.075 $ | -61.523 $ | -1,7 % | |||
| NOVEM GROUP | 3.380.151 $ | -142.964 $ | -4,1 % | 3.523.115 $ | +983.472 $ | +38,7 % | 2.539.643 $ | +1.164.890 $ | +84,7 % | 1.374.753 $ | +207.945 $ | +17,8 % |
| Asset Allocation Strategies LLC | 3.472.537 $ | +277.962 $ | +8,7 % | 3.194.575 $ | +888.425 $ | +38,5 % | 2.306.150 $ | +274.450 $ | +13,5 % | 2.031.700 $ | +470.047 $ | +30,1 % |
| Moors & Cabot, Inc. | 3.471.352 $ | +1.146.769 $ | +49,3 % | 2.324.583 $ | -168.310 $ | -6,8 % | 2.492.893 $ | -97.630 $ | -3,8 % | |||
| FISCHER INVESTMENT STRATEGIES, LLC | 3.466.407 $ | +1.596.019 $ | +85,3 % | 1.870.388 $ | ||||||||
| Gerald Baker Financial Group LLC | 3.375.963 $ | -29.947 $ | -0,9 % | 3.405.910 $ | +345.902 $ | +11,3 % | 3.060.008 $ | |||||
| Goldstone Financial Group, LLC | 2.201.269 $ | +7.075 $ | +0,3 % | 2.194.194 $ | -1.210.306 $ | -35,6 % | 3.404.500 $ | +15.852 $ | +0,5 % | |||
| TRUE BLUE FINANCIAL, LLC | 3.090.674 $ | -304.017 $ | -9,0 % | 3.394.691 $ | +550.962 $ | +19,4 % | 2.843.729 $ | +209.318 $ | +7,9 % | 2.634.411 $ | ||
| Maridea Wealth Management LLC | 3.392.392 $ | +540.019 $ | +18,9 % | 2.852.373 $ | -109.109 $ | -3,7 % | 2.961.482 $ | +725.163 $ | +32,4 % | |||
| COMERICA BANK | 3.377.352 $ | -1.298.661 $ | -27,8 % | |||||||||
| WINNACLE WEALTH LLC | 3.328.519 $ | +250.825 $ | +8,1 % | 3.077.694 $ | +791.860 $ | +34,6 % | 2.285.834 $ | -21.073 $ | -0,9 % | 2.306.907 $ | -242.129 $ | -9,5 % |
| TOUNJIAN ADVISORY PARTNERS, LLC | 3.316.842 $ | |||||||||||
| MARSHALL INVESTMENT MANAGEMENT, LLC | 3.306.637 $ | +1.095.278 $ | +49,5 % | 2.211.359 $ | +352.665 $ | +19,0 % | 1.858.694 $ | +114.948 $ | +6,6 % | |||
| Graney & King, LLC | 28.503 $ | -49.037 $ | -63,2 % | 77.540 $ | -3.222.126 $ | -97,7 % | 3.299.666 $ | +2.087.946 $ | +172,3 % | |||
| Altium Investment Strategies LLC | 3.192.134 $ | -103.113 $ | -3,1 % | 3.295.247 $ | +959.215 $ | +41,1 % | 2.336.032 $ | |||||
| TWO SIGMA INVESTMENTS, LP | 3.204.584 $ | |||||||||||
| PRIVATE TRUST CO NA | 3.162.273 $ | +695.593 $ | +28,2 % | 2.466.680 $ | -134.454 $ | -5,2 % | 2.601.134 $ | -37.831 $ | -1,4 % | 2.638.965 $ | +456.027 $ | +20,9 % |
| KPP Advisory Services LLC | 3.152.293 $ | +489.382 $ | +18,4 % | 2.662.911 $ | +54.062 $ | +2,1 % | 2.608.849 $ | +323.783 $ | +14,2 % | |||
| EASTERN BANK | 3.065.023 $ | -9.169 $ | -0,3 % | 3.074.192 $ | +540.692 $ | +21,3 % | 2.533.500 $ | -132.842 $ | -5,0 % | 2.666.342 $ | ||
| Summit Trail Advisors, LLC | 2.867.675 $ | +24.281 $ | +0,9 % | 2.843.394 $ | -223.778 $ | -7,3 % | 3.067.172 $ | +183.078 $ | +6,3 % | |||
| Legacy Capital Wealth Partners, LLC | 2.978.117 $ | -61.309 $ | -2,0 % | 3.039.426 $ | +296.659 $ | +10,8 % | 2.742.767 $ | +1.386.907 $ | +102,3 % | 1.355.860 $ | +20.656 $ | +1,5 % |
| WCG Wealth Advisors LLC | 3.001.594 $ | +1.098.361 $ | +57,7 % | 1.903.233 $ | -3.724 $ | -0,2 % | 1.906.957 $ | |||||
| PRECEDENT WEALTH PARTNERS, LLC | 2.104.514 $ | +296.243 $ | +16,4 % | 1.808.271 $ | +158.167 $ | +9,6 % | 1.650.104 $ | -1.343.158 $ | -44,9 % | 2.993.262 $ | +363 $ | +0,0 % |
| Center for Financial Planning, Inc. | 2.355.273 $ | -140.451 $ | -5,6 % | 2.495.724 $ | -478.266 $ | -16,1 % | 2.973.990 $ | -177.718 $ | -5,6 % | |||
| Inspire Advisors, LLC | 2.921.422 $ | +2.476.286 $ | +556,3 % | 445.136 $ | ||||||||
| Ignite Planners, LLC | 2.918.050 $ | +618.187 $ | +26,9 % | 2.299.863 $ | +239.517 $ | +11,6 % | 2.060.346 $ | +482.867 $ | +30,6 % | 1.577.479 $ | +533.856 $ | +51,2 % |
| Strategic Financial Concepts, LLC | 2.902.374 $ | +157.248 $ | +5,7 % | 2.745.126 $ | +2.523.192 $ | +1.136,9 % | ||||||
| Insight Advisors, LLC/ PA | 2.691.474 $ | -145.644 $ | -5,1 % | 2.837.118 $ | +139.310 $ | +5,2 % | 2.697.808 $ | -45.868 $ | -1,7 % | 2.743.676 $ | -430.363 $ | -13,6 % |
| Core Wealth Partners LLC | 2.628.887 $ | -183.408 $ | -6,5 % | 2.812.295 $ | +101.574 $ | +3,7 % | 2.710.721 $ | -23.032 $ | -0,8 % | |||
| Janney Capital Management LLC | 2.773.000 $ | -208.000 $ | -7,0 % | |||||||||
| Elevated Capital Advisors, LLC | 2.746.723 $ | +155.157 $ | +6,0 % | 2.591.566 $ | +51.624 $ | +2,0 % | 2.539.942 $ | +146.065 $ | +6,1 % | |||
| Hyposwiss Advisors SA | 2.734.729 $ | +551.049 $ | +25,2 % | 2.183.680 $ | +149.284 $ | +7,3 % | 2.034.396 $ | |||||
| Global Retirement Partners, LLC | 2.730.007 $ | +733.835 $ | +36,8 % | 1.996.172 $ | +97.660 $ | +5,1 % | ||||||
| SCS Capital Management LLC | 2.616.680 $ | -71.896 $ | -2,7 % | 2.688.576 $ | +478.192 $ | +21,6 % | 2.210.384 $ | +22.848 $ | +1,0 % | |||
| TrueWealth Financial Partners | 2.634.413 $ | |||||||||||
| ENDEAVOR PRIVATE WEALTH, INC. | 2.630.432 $ | +486.057 $ | +22,7 % | 2.144.375 $ | +1.377.341 $ | +179,6 % | 767.034 $ | +334.413 $ | +77,3 % | |||
| Independent Wealth Network Inc. | 2.076.689 $ | -514.923 $ | -19,9 % | 2.591.612 $ | -9.028 $ | -0,3 % | 2.600.640 $ | +1.293.354 $ | +98,9 % | 1.307.286 $ | +136.382 $ | +11,6 % |
| Randall & Associates Wealth Management | 1.835.123 $ | -760.786 $ | -29,3 % | 2.595.909 $ | +136.799 $ | +5,6 % | 2.459.110 $ | +154.383 $ | +6,7 % | 2.304.727 $ | +108.455 $ | +4,9 % |
| Jaffetilchin Investment Partners, LLC | 1.987.818 $ | +1.323.646 $ | +199,3 % | 664.172 $ | -1.909.138 $ | -74,2 % | 2.573.310 $ | +280.948 $ | +12,3 % | |||
| LEVEL FOUR ADVISORY SERVICES, LLC | 2.542.468 $ | +257.489 $ | +11,3 % | 2.284.979 $ | +455.478 $ | +24,9 % | 1.829.501 $ | +289.310 $ | +18,8 % | |||
| Hobart Private Capital, LLC | 2.492.312 $ | +271.325 $ | +12,2 % | |||||||||
| Meridian Wealth Management, LLC | 2.473.558 $ | +593.873 $ | +31,6 % | 1.879.685 $ | +536.400 $ | +39,9 % | 1.343.285 $ | |||||
| Pinnacle Family Advisors, LLC | 2.428.510 $ | +154.977 $ | +6,8 % | 2.273.533 $ | +125.032 $ | +5,8 % | 2.148.501 $ | +108.293 $ | +5,3 % | |||
| Holos Integrated Wealth LLC | 1.404.492 $ | -178.761 $ | -11,3 % | 1.583.253 $ | -826.316 $ | -34,3 % | 2.409.569 $ | -5.406.922 $ | -69,2 % | |||
| BARRETT & COMPANY, INC. | 2.290.743 $ | -104.048 $ | -4,3 % | 2.394.791 $ | +204.283 $ | +9,3 % | 2.190.508 $ | +565.702 $ | +34,8 % | 1.624.806 $ | +12.327 $ | +0,8 % |
| Cornerstone Wealth Management, LLC | 2.393.903 $ | +42.046 $ | +1,8 % | 2.351.857 $ | -20.686 $ | -0,9 % | 2.372.543 $ | +208.335 $ | +9,6 % | |||
| Ausdal Financial Partners, Inc. | 2.383.257 $ | +218.638 $ | +10,1 % | 2.164.619 $ | -75.883 $ | -3,4 % | 2.240.502 $ | +28.946 $ | +1,3 % | |||
| Chicago Partners Investment Group LLC | 2.349.406 $ | +198.524 $ | +9,2 % | 2.150.882 $ | +107.529 $ | +5,3 % | 2.043.353 $ | +37.696 $ | +1,9 % | |||
| HRT FINANCIAL LP | 2.337.000 $ | +2.053.000 $ | +722,9 % | 284.000 $ | -757.000 $ | -72,7 % | 1.041.000 $ | -224.000 $ | -17,7 % | |||
| Geneos Wealth Management Inc. | 2.333.842 $ | +227.881 $ | +10,8 % | 2.105.961 $ | -165.422 $ | -7,3 % | 2.271.383 $ | +229.968 $ | +11,3 % | |||
| Integrated Advisors Network LLC | 815.177 $ | -14.030 $ | -1,7 % | 829.207 $ | +130.499 $ | +18,7 % | 698.708 $ | -1.633.753 $ | -70,0 % | 2.332.461 $ | -1.985.453 $ | -46,0 % |
| CENTAURUS FINANCIAL, INC. | 2.326.000 $ | +456.000 $ | +24,4 % | 1.870.000 $ | +92.000 $ | +5,2 % | 1.778.000 $ | +89.000 $ | +5,3 % | |||
| 1776 Wealth LLC | 2.302.026 $ | +265.918 $ | +13,1 % | 2.036.108 $ | +578.926 $ | +39,7 % | 1.457.182 $ | -21.830 $ | -1,5 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 2.255.401 $ | +1.854.793 $ | +463,0 % | 400.608 $ | ||||||||
| Strategic Financial Partners, Ltd. | 2.229.725 $ | +215.286 $ | +10,7 % | 2.014.439 $ | -5.335 $ | -0,3 % | 2.019.774 $ | -90.433 $ | -4,3 % | |||
| CreativeOne Wealth, LLC | 1.987.135 $ | +119.057 $ | +6,4 % | 1.868.078 $ | -357.563 $ | -16,1 % | 2.225.641 $ | +498.536 $ | +28,9 % | |||
| TRANSCEND CAPITAL ADVISORS, LLC | 2.191.236 $ | +225.511 $ | +11,5 % | 1.965.725 $ | -43.287 $ | -2,2 % | 2.009.012 $ | -20.821 $ | -1,0 % | |||
| Everest Financial Group LLC | 1.980.959 $ | -179.713 $ | -8,3 % | 2.160.672 $ | ||||||||
| Stenger Family Office, LLC | 487.592 $ | -1.544.186 $ | -76,0 % | 2.031.778 $ | -95.714 $ | -4,5 % | 2.127.492 $ | -24.014 $ | -1,1 % | 2.151.506 $ | -163.322 $ | -7,1 % |
| Rockport Wealth LLC | 933.025 $ | +50.139 $ | +5,7 % | 882.886 $ | -1.265.887 $ | -58,9 % | 2.148.773 $ | +50.255 $ | +2,4 % | |||
| Advisory Services Network, LLC | 1.965.289 $ | -181.314 $ | -8,4 % | 2.146.603 $ | +226.403 $ | +11,8 % | 1.920.200 $ | -1.799.232 $ | -48,4 % | |||
| Tidemark, LLC | 1.989.831 $ | -120.169 $ | -5,7 % | 2.110.000 $ | +44.055 $ | +2,1 % | 2.065.945 $ | +206.791 $ | +11,1 % | |||
| John W. Brooker & Co., CPAs | 2.053.340 $ | +165.781 $ | +8,8 % | 1.887.559 $ | +855.083 $ | +82,8 % | 1.032.476 $ | +325.833 $ | +46,1 % | 706.643 $ | +441.293 $ | +166,3 % |
| Sound Income Strategies, LLC | 1.557.013 $ | -163.952 $ | -9,5 % | 1.720.965 $ | -235.542 $ | -12,0 % | 1.956.507 $ | -81.300 $ | -4,0 % | 2.037.807 $ | +2.032.643 $ | +39.361,8 % |
| Cresset Asset Management, LLC | 2.015.129 $ | +100.716 $ | +5,3 % | 1.914.413 $ | -22.913 $ | -1,2 % | 1.937.326 $ | -50.011 $ | -2,5 % | |||
| Savvy Advisors, Inc. | 2.014.240 $ | +251.148 $ | +14,2 % | 1.763.092 $ | +201.965 $ | +12,9 % | 1.561.127 $ | +1.230.247 $ | +371,8 % | |||
| Golden State Wealth Management, LLC | 2.010.315 $ | +1.200.974 $ | +148,4 % | 809.341 $ | -1.076.883 $ | -57,1 % | 1.886.224 $ | -431.853 $ | -18,6 % | |||
| CHILTON CAPITAL MANAGEMENT LLC | 2.005.634 $ | +411.393 $ | +25,8 % | 1.594.241 $ | -46.741 $ | -2,8 % | 1.640.982 $ | +248.653 $ | +17,9 % | |||
| Creative Planning | 1.999.190 $ | +168.558 $ | +9,2 % | 1.830.632 $ | +339.570 $ | +22,8 % | 1.491.062 $ | -737.958 $ | -33,1 % | |||
| US BANCORP \DE\ | 1.175.257 $ | -803.243 $ | -40,6 % | 1.978.500 $ | +767.786 $ | +63,4 % | 1.210.714 $ | -53.610 $ | -4,2 % | |||
| FWG Holdings, LLC | 1.963.103 $ | |||||||||||
| INSPIRION WEALTH ADVISORS, LLC | 1.421.032 $ | -191.908 $ | -11,9 % | 1.612.940 $ | -110.940 $ | -6,4 % | 1.723.880 $ | -231.281 $ | -11,8 % | 1.955.161 $ | -1.352.374 $ | -40,9 % |
| TCFG Investment Advisors, LLC | 1.891.688 $ | -52.182 $ | -2,7 % | 1.943.870 $ | +234.289 $ | +13,7 % | 1.709.581 $ | |||||
| Motiv8 Investments LLC | 1.923.000 $ | +80.532 $ | +4,4 % | |||||||||
| WealthBridge Capital Management, LLC | 1.907.678 $ | +92.358 $ | +5,1 % | 1.815.320 $ | +136.775 $ | +8,1 % | 1.678.545 $ | +253.712 $ | +17,8 % | 1.424.833 $ | +3.484 $ | +0,2 % |
| Virtue Capital Management, LLC | 1.903.177 $ | |||||||||||
| Faithward Advisors, LLC | 1.899.872 $ | +199.820 $ | +11,8 % | 1.700.052 $ | +36.786 $ | +2,2 % | 1.663.266 $ | -494.408 $ | -22,9 % | |||
| Impact Partnership Wealth, LLC | 1.718.696 $ | -72.014 $ | -4,0 % | 1.790.710 $ | -86.087 $ | -4,6 % | 1.876.797 $ | -97.124 $ | -4,9 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 1.870.000 $ | +580.000 $ | +45,0 % | 1.290.000 $ | +264.000 $ | +25,7 % | 1.026.000 $ | -53.000 $ | -4,9 % | |||
| Hilltop Holdings Inc. | 1.855.878 $ | +14.415 $ | +0,8 % | |||||||||
| Balefire, LLC | 1.423.264 $ | -123.226 $ | -8,0 % | 1.546.490 $ | -293.070 $ | -15,9 % | 1.839.560 $ | -11.826 $ | -0,6 % | 1.851.386 $ | +354.229 $ | +23,7 % |
| CHIRON CAPITAL MANAGEMENT, LLC | 1.660.661 $ | -178.749 $ | -9,7 % | 1.839.410 $ | +50.288 $ | +2,8 % | 1.789.122 $ | -165.002 $ | -8,4 % | |||
| Cambridge Advisors Inc. | 1.816.118 $ | +294.068 $ | +19,3 % | 1.522.050 $ | +157.190 $ | +11,5 % | 1.364.860 $ | +103.044 $ | +8,2 % | 1.261.816 $ | +63.517 $ | +5,3 % |
| OneAscent Wealth Management LLC | 1.802.920 $ | +1.520.792 $ | +539,0 % | 282.128 $ | ||||||||
| Schulz Wealth, LTD. | 1.770.596 $ | +71.335 $ | +4,2 % | 1.699.261 $ | -7.668 $ | -0,4 % | ||||||
| Composition Wealth, LLC | 1.761.559 $ | +56.379 $ | +3,3 % | 1.705.180 $ | +289.967 $ | +20,5 % | 1.415.213 $ | +129.495 $ | +10,1 % | |||
| QP WEALTH MANAGEMENT, LLC | 1.385.486 $ | -84.347 $ | -5,7 % | 1.469.833 $ | -11.205 $ | -0,8 % | 1.481.038 $ | -267.581 $ | -15,3 % | 1.748.619 $ | ||
| Signal Advisors Wealth, LLC | 1.746.405 $ | +743.553 $ | +74,1 % | 1.002.852 $ | +535.907 $ | +114,8 % | ||||||
| TCFG WEALTH MANAGEMENT, LLC | 1.709.581 $ | +35.908 $ | +2,1 % | 1.673.673 $ | +15.420 $ | +0,9 % | ||||||
| EverSource Wealth Advisors, LLC | 1.683.357 $ | +448.698 $ | +36,3 % | 1.234.659 $ | +97.208 $ | +8,5 % | 1.137.451 $ | +21.685 $ | +1,9 % | |||
| Advyzon Investment Management, LLC | 1.673.204 $ | +564.581 $ | +50,9 % | 1.108.623 $ | ||||||||
| PKS Advisory Services, LLC | 1.435.676 $ | +17.041 $ | +1,2 % | 1.418.635 $ | -238.933 $ | -14,4 % | 1.657.568 $ | -13.434 $ | -0,8 % | |||
| PFG Advisors | 1.651.682 $ | +1.131.900 $ | +217,8 % | 519.782 $ | +299.158 $ | +135,6 % | 220.624 $ | -5.958 $ | -2,6 % | 226.582 $ | -482.801 $ | -68,1 % |
| NI ACQUISITIONS COMPANY, LLC | 1.650.066 $ | |||||||||||
| Collaborative Wealth Managment Inc. | 651.522 $ | -12.262 $ | -1,8 % | 663.784 $ | -986.006 $ | -59,8 % | 1.649.790 $ | -111.655 $ | -6,3 % | |||
| Continuum Advisory, LLC | 1.633.819 $ | +558.197 $ | +51,9 % | 1.075.622 $ | +120.996 $ | +12,7 % | 954.626 $ | +57.135 $ | +6,4 % | |||
| Van Diest Capital, LLC | 1.613.990 $ | +1.074.990 $ | +199,4 % | 539.000 $ | +31.185 $ | +6,1 % | 507.815 $ | |||||
| Concorde Asset Management, LLC | 1.230.415 $ | -382.417 $ | -23,7 % | 1.612.832 $ | +482.768 $ | +42,7 % | ||||||
| OFC FINANCIAL PLANNING, LLC | 1.479.323 $ | -72.950 $ | -4,7 % | 1.552.273 $ | -47.209 $ | -3,0 % | 1.599.482 $ | -197.793 $ | -11,0 % | |||
| Garden State Investment Advisory Services LLC | 1.591.379 $ | +278.179 $ | +21,2 % | 1.313.200 $ | +55.474 $ | +4,4 % | 1.257.726 $ | +140.388 $ | +12,6 % | |||
| FIDUCIARY FINANCIAL ADVISORS | 1.525.229 $ | |||||||||||
| Nova Wealth Management, Inc. | 1.229.518 $ | -291.888 $ | -19,2 % | 1.521.406 $ | +89.521 $ | +6,3 % | 1.431.885 $ | -84.010 $ | -5,5 % | |||
| Plotkin Financial Advisors, LLC | 1.493.226 $ | +314.145 $ | +26,6 % | 1.179.081 $ | +83.876 $ | +7,7 % | 1.095.205 $ | +196.349 $ | +21,8 % | |||
| PRIVATE CLIENT SERVICES, LLC | 1.481.726 $ | +197.924 $ | +15,4 % | 1.283.802 $ | +24.124 $ | +1,9 % | 1.259.678 $ | +6.499 $ | +0,5 % | 1.253.179 $ | -6.989 $ | -0,6 % |
| Cerity Partners LLC | 1.468.928 $ | +1.230.458 $ | +516,0 % | 238.470 $ | -370.311 $ | -60,8 % | ||||||
| Truvestments Capital LLC | 1.349.242 $ | +29.733 $ | +2,3 % | 1.319.509 $ | -138.419 $ | -9,5 % | 1.457.928 $ | -237.761 $ | -14,0 % | |||
| CAPTRUST FINANCIAL ADVISORS | 1.453.245 $ | +79.950 $ | +5,8 % | 1.373.295 $ | +120.179 $ | +9,6 % | 1.253.116 $ | -46.860 $ | -3,6 % | |||
| COTTONWOOD CAPITAL ADVISORS, LLC | 1.445.861 $ | +408.030 $ | +39,3 % | 1.037.831 $ | +1.604 $ | +0,2 % | 1.036.227 $ | -45.751 $ | -4,2 % | 1.081.978 $ | -4.904 $ | -0,5 % |
| Avidian Wealth Enterprises, LLC | 1.227.165 $ | -84.299 $ | -6,4 % | 1.311.464 $ | +151.141 $ | +13,0 % | 1.160.323 $ | -279.283 $ | -19,4 % | 1.439.606 $ | -30.081 $ | -2,0 % |
| Forefront Wealth Partners, LLC | 1.432.788 $ | +182.936 $ | +14,6 % | 1.249.852 $ | -17.504 $ | -1,4 % | 1.267.356 $ | +22.442 $ | +1,8 % | |||
| Medallion Wealth Advisors, LLC | 1.431.198 $ | +206.100 $ | +16,8 % | 1.225.098 $ | +504.894 $ | +70,1 % | 720.204 $ | +389.436 $ | +117,7 % | |||
| Engineers Gate Manager LP | 1.413.621 $ | +1.209.721 $ | +593,3 % | 203.900 $ | ||||||||
| Comprehensive Financial Planning, Inc./PA | 1.411.444 $ | +161.562 $ | +12,9 % | 1.249.882 $ | +109.977 $ | +9,6 % | 1.139.905 $ | +753 $ | +0,1 % | |||
| Lifeworks Advisors, LLC | 1.402.815 $ | -10.689 $ | -0,8 % | |||||||||
| KINGSWOOD WEALTH ADVISORS, LLC | 1.398.286 $ | +155.947 $ | +12,6 % | 1.242.339 $ | +248.845 $ | +25,0 % | 993.494 $ | +267.830 $ | +36,9 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.395.321 $ | +401 $ | +0,0 % | 1.394.920 $ | +644.395 $ | +85,9 % | 750.525 $ | -249.141 $ | -24,9 % | |||
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 952.017 $ | -427.693 $ | -31,0 % | 1.379.710 $ | +71.944 $ | +5,5 % | 1.307.766 $ | -79.542 $ | -5,7 % | 1.387.308 $ | -17.435 $ | -1,2 % |
| Strategic Blueprint, LLC | 1.376.592 $ | +364.408 $ | +36,0 % | 1.012.184 $ | +48.201 $ | +5,0 % | 963.983 $ | -44.908 $ | -4,5 % | 1.008.891 $ | +43.456 $ | +4,5 % |
| Keystone Wealth Services, LLC | 1.368.570 $ | +6.972 $ | +0,5 % | 1.361.598 $ | -9.521 $ | -0,7 % | 1.371.119 $ | +84.901 $ | +6,6 % | |||
| LaSalle St. Investment Advisors, LLC | 1.370.989 $ | +54.748 $ | +4,2 % | 1.316.241 $ | -31.759 $ | -2,4 % | 1.348.000 $ | -28.000 $ | -2,0 % | |||
| TITLEIST ASSET MANAGEMENT, LLC | 1.355.497 $ | +1.085.043 $ | +401,2 % | 270.454 $ | -152.956 $ | -36,1 % | 423.410 $ | -55.417 $ | -11,6 % | 478.827 $ | ||
| Quadrature Capital Ltd | 1.335.075 $ | |||||||||||
| Silver Grove Financial Group, Inc. | 1.322.065 $ | +43.589 $ | +3,4 % | 1.278.476 $ | +69.879 $ | +5,8 % | 1.208.597 $ | +0 $ | +0,0 % | |||
| Ergawealth Advisors, Inc. | 510.321 $ | -37.010 $ | -6,8 % | 547.331 $ | -410.665 $ | -42,9 % | 957.996 $ | -353.992 $ | -27,0 % | 1.311.988 $ | -7.858.921 $ | -85,7 % |
| Marshall Financial Group, LLC | 1.303.911 $ | +65.636 $ | +5,3 % | 1.238.275 $ | +6.116 $ | +0,5 % | 1.232.159 $ | +209.346 $ | +20,5 % | |||
| Compound Planning, Inc. | 1.291.694 $ | +202.876 $ | +18,6 % | 1.088.818 $ | -86.844 $ | -7,4 % | 1.175.662 $ | -324.213 $ | -21,6 % | |||
| GILPIN WEALTH MANAGEMENT, LLC | 1.286.693 $ | +142.274 $ | +12,4 % | 1.144.419 $ | +503.043 $ | +78,4 % | 641.376 $ | |||||
| Global Assets Advisory, LLC | 1.279.993 $ | +79.363 $ | +6,6 % | 1.200.630 $ | +11.300 $ | +1,0 % | ||||||
| NWF Advisory Services Inc. | 807.789 $ | -286.631 $ | -26,2 % | 1.094.420 $ | +114.859 $ | +11,7 % | 979.561 $ | -294.413 $ | -23,1 % | 1.273.974 $ | -173.774 $ | -12,0 % |
| Visionary Wealth Advisors | 1.270.846 $ | |||||||||||
| LANARK FINANCIAL, INC. | 974.322 $ | -127.058 $ | -11,5 % | 1.101.380 $ | -154.337 $ | -12,3 % | 1.255.717 $ | |||||
| Manhattan West Asset Management, LLC | 1.232.467 $ | +155.212 $ | +14,4 % | 1.077.255 $ | -34.254 $ | -3,1 % | 1.111.509 $ | -5.045 $ | -0,5 % | |||
| Valtinson Bruner Financial Planning LLC | 1.214.962 $ | +31.187 $ | +2,6 % | 1.183.775 $ | -35.572 $ | -2,9 % | 1.219.347 $ | -55.402 $ | -4,3 % | |||
| GeoWealth Management, LLC | 1.197.656 $ | +75.417 $ | +6,7 % | 1.122.239 $ | -40.209 $ | -3,5 % | 1.162.448 $ | +120.099 $ | +11,5 % | |||
| Narwhal Capital Management | 1.187.770 $ | +318.538 $ | +36,6 % | 869.232 $ | +29.217 $ | +3,5 % | ||||||
| Betterment LLC | 1.185.000 $ | +156.000 $ | +15,2 % | 1.029.000 $ | +310.000 $ | +43,1 % | 719.000 $ | -167.000 $ | -18,8 % | |||
| SteelPeak Wealth, LLC | 271.942 $ | +70.742 $ | +35,2 % | 201.200 $ | -40.098 $ | -16,6 % | 241.298 $ | -915.073 $ | -79,1 % | 1.156.371 $ | -984.505 $ | -46,0 % |
| MONEY CONCEPTS CAPITAL CORP | 1.142.983 $ | +810.194 $ | +243,5 % | 332.789 $ | ||||||||
| Omnitrust Wealth Management, Inc | 1.089.426 $ | -46.054 $ | -4,1 % | 1.135.480 $ | ||||||||
| Stillwater Wealth Management Group | 1.112.019 $ | -117.033 $ | -9,5 % | |||||||||
| TWO SIGMA SECURITIES, LLC | 1.104.206 $ | +731.157 $ | +196,0 % | 373.049 $ | +158.748 $ | +74,1 % | ||||||
| Koshinski Asset Management, Inc. | 760.934 $ | -9.869 $ | -1,3 % | 770.803 $ | -317.661 $ | -29,2 % | 1.088.464 $ | -223.169 $ | -17,0 % | |||
| Crusonia Wealth Advisors LLC | 1.088.356 $ | +33.231 $ | +3,1 % | 1.055.125 $ | -9.372 $ | -0,9 % | 1.064.497 $ | |||||
| Rossby Financial, LCC | 1.074.432 $ | -13.852 $ | -1,3 % | 1.088.284 $ | +90.496 $ | +9,1 % | 997.788 $ | +57.956 $ | +6,2 % | |||
| Regal Investment Advisors LLC | 1.086.525 $ | +157.758 $ | +17,0 % | 928.767 $ | -56.945 $ | -5,8 % | 985.712 $ | +81.125 $ | +9,0 % | |||
| Tempo Wealth, LLC | 815.942 $ | -97.859 $ | -10,7 % | 913.801 $ | -26.873 $ | -2,9 % | 940.674 $ | -134.834 $ | -12,5 % | 1.075.508 $ | ||
| OneAscent Financial Services LLC | 1.073.590 $ | +51.284 $ | +5,0 % | 1.022.306 $ | +95.497 $ | +10,3 % | 926.809 $ | +81.149 $ | +9,6 % | |||
| SMITH, MOORE & CO. | 1.073.418 $ | +127.859 $ | +13,5 % | 945.559 $ | -9.813 $ | -1,0 % | 955.372 $ | -13.569 $ | -1,4 % | |||
| GTS SECURITIES LLC | 1.062.592 $ | |||||||||||
| JPMORGAN CHASE & CO | 325.632 $ | -727.117 $ | -69,1 % | 1.052.749 $ | +947.476 $ | +900,0 % | 105.273 $ | -82.431 $ | -43,9 % | |||
| FLPUTNAM INVESTMENT MANAGEMENT CO | 246.541 $ | -411.969 $ | -62,6 % | 658.510 $ | -365.319 $ | -35,7 % | 1.023.829 $ | -5.425.813 $ | -84,1 % | |||
| Advisory Alpha, LLC | 637.126 $ | -289.274 $ | -31,2 % | 926.400 $ | -96.607 $ | -9,4 % | 1.023.007 $ | +32.791 $ | +3,3 % | |||
| TradeWell Securities, LLC. | 1.021.194 $ | +464.302 $ | +83,4 % | 556.892 $ | +232.201 $ | +71,5 % | 324.691 $ | |||||
| QTR Family Wealth, LLC | 1.019.510 $ | +73.970 $ | +7,8 % | 945.540 $ | -2.674 $ | -0,3 % | 948.214 $ | -76.171 $ | -7,4 % | |||
| LEIGH BALDWIN & CO., LLC | 466.124 $ | +3.299 $ | +0,7 % | 462.825 $ | -547.175 $ | -54,2 % | 1.010.000 $ | -89.793 $ | -8,2 % | |||
| Corus Family Wealth Advisors | 1.006.445 $ | -3.276 $ | -0,3 % | |||||||||
| Comprehensive Financial Consultants Institutional, Inc. | 1.002.122 $ | +80.930 $ | +8,8 % | 921.192 $ | -33.686 $ | -3,5 % | 954.878 $ | +10.267 $ | +1,1 % | |||
| Americana Partners, LLC | 999.623 $ | |||||||||||
| NCM Capital Management, LLC | 992.909 $ | +57.337 $ | +6,1 % | 935.572 $ | +50.753 $ | +5,7 % | 884.819 $ | +58.974 $ | +7,1 % | |||
| INSIGNEO ADVISORY SERVICES, LLC | 982.342 $ | +128.640 $ | +15,1 % | 853.702 $ | -23.055 $ | -2,6 % | 876.757 $ | -151.545 $ | -14,7 % | |||
| MSH Capital Advisors LLC | 979.924 $ | |||||||||||
| Intrua Financial, LLC | 957.591 $ | +191.486 $ | +25,0 % | 766.105 $ | -64.719 $ | -7,8 % | 830.824 $ | +200.646 $ | +31,8 % | |||
| B. Riley Wealth Advisors, Inc. | 954.831 $ | +454.441 $ | +90,8 % | 500.390 $ | +65.638 $ | +15,1 % | 434.752 $ | -24.259 $ | -5,3 % | 459.011 $ | +8.203 $ | +1,8 % |
| Belpointe Asset Management LLC | 865.050 $ | -89.007 $ | -9,3 % | 954.057 $ | +188.995 $ | +24,7 % | 765.062 $ | +18.870 $ | +2,5 % | |||
| Keating Financial Advisory Services, Inc. | 620.319 $ | +36.984 $ | +6,3 % | 583.335 $ | -348.823 $ | -37,4 % | 932.158 $ | |||||
| Ascent Group, LLC | 753.391 $ | +47.247 $ | +6,7 % | 706.144 $ | -224.855 $ | -24,2 % | 930.999 $ | +315.822 $ | +51,3 % | |||
| Benson Wealth Management INC | 930.377 $ | +787.165 $ | +549,7 % | 143.212 $ | -103.535 $ | -42,0 % | 246.747 $ | |||||
| Triton Wealth Management, PLLC | 925.595 $ | +106.370 $ | +13,0 % | 819.225 $ | +40.403 $ | +5,2 % | 778.822 $ | +537.084 $ | +222,2 % | |||
| Main Street Financial Solutions, LLC | 913.361 $ | +61.774 $ | +7,3 % | 851.587 $ | -59.557 $ | -6,5 % | 911.144 $ | +17.201 $ | +1,9 % | |||
| TUCKER ASSET MANAGEMENT LLC | 898.983 $ | +21.039 $ | +2,4 % | 877.944 $ | +188.943 $ | +27,4 % | 689.001 $ | +115.068 $ | +20,0 % | |||
| OMNI 360 Wealth, Inc. | 462.144 $ | -27.706 $ | -5,7 % | 489.850 $ | -55.702 $ | -10,2 % | 545.552 $ | -336.558 $ | -38,2 % | 882.110 $ | -124.717 $ | -12,4 % |
| CacheTech Inc. | 880.037 $ | |||||||||||
| National Wealth Management Group, LLC | 604.251 $ | +17.124 $ | +2,9 % | 587.127 $ | -288.881 $ | -33,0 % | 876.008 $ | +141.109 $ | +19,2 % | |||
| 1834 INVESTMENT ADVISORS CO | 868.134 $ | |||||||||||
| Clearstead Advisors, LLC | 783.936 $ | -74.400 $ | -8,7 % | 858.336 $ | -8.237 $ | -1,0 % | 866.573 $ | +110.796 $ | +14,7 % | |||
| GENTRY PRIVATE WEALTH, LLC | 860.561 $ | +29.916 $ | +3,6 % | 830.645 $ | +10.657 $ | +1,3 % | 819.988 $ | +156.245 $ | +23,5 % | |||
| TFB Advisors LLC | 834.404 $ | +9.620 $ | +1,2 % | |||||||||
| Advisor OS, LLC | 827.316 $ | |||||||||||
| UNIQUE WEALTH, LLC | 661.187 $ | -32.414 $ | -4,7 % | 693.601 $ | -121.252 $ | -14,9 % | 814.853 $ | -7.361 $ | -0,9 % | 822.214 $ | -138.813 $ | -14,4 % |
| Schear Investment Advisers, LLC | 815.942 $ | |||||||||||
| GPS Wealth Strategies Group, LLC | 814.987 $ | -2.036.487 $ | -71,4 % | |||||||||
| IMG Wealth Management, Inc. | 808.516 $ | +446.863 $ | +123,6 % | 361.653 $ | +21.287 $ | +6,3 % | 340.366 $ | -3.553 $ | -1,0 % | |||
| BEAM WEALTH ADVISORS, INC. | 792.244 $ | +6.357 $ | +0,8 % | 785.887 $ | -11.572 $ | -1,5 % | 797.459 $ | -12.951 $ | -1,6 % | |||
| Walker Asset Management, LLC | 744.238 $ | -25.958 $ | -3,4 % | 770.196 $ | +1.516 $ | +0,2 % | 768.680 $ | -24.441 $ | -3,1 % | 793.121 $ | -3.600 $ | -0,5 % |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 755.331 $ | +228.111 $ | +43,3 % | 527.220 $ | -259.570 $ | -33,0 % | 786.790 $ | -820 $ | -0,1 % | |||
| Formidable Asset Management, LLC | 782.724 $ | +241.262 $ | +44,6 % | 541.462 $ | +4.816 $ | +0,9 % | 536.646 $ | +92.484 $ | +20,8 % | |||
| AFT, FORSYTH & COMPANY, INC. | 779.641 $ | +136.549 $ | +21,2 % | 643.092 $ | +39.086 $ | +6,5 % | 604.006 $ | |||||
| Total Clarity Wealth Management, Inc. | 763.068 $ | +21.896 $ | +3,0 % | 741.172 $ | -35.671 $ | -4,6 % | 776.843 $ | -1.333.915 $ | -63,2 % | |||
| Rathbones Group PLC | 315.037 $ | -417.899 $ | -57,0 % | 732.936 $ | -35.612 $ | -4,6 % | 768.548 $ | +386.104 $ | +101,0 % | |||
| Park Square Financial Group, LLC | 582.675 $ | -122.325 $ | -17,4 % | 705.000 $ | -62.207 $ | -8,1 % | 767.207 $ | -289.390 $ | -27,4 % | |||
| Synergy Investment Management, LLC | 759.665 $ | +163 $ | +0,0 % | 759.502 $ | +12.387 $ | +1,7 % | 747.115 $ | -33.044 $ | -4,2 % | |||
| Focus Advisor Solutions, LLC | 693.263 $ | -57.249 $ | -7,6 % | 750.512 $ | +141.052 $ | +23,1 % | 609.460 $ | |||||
| Y-Intercept (Hong Kong) Ltd | 744.118 $ | +376.427 $ | +102,4 % | 367.691 $ | ||||||||
| Walkner Condon Financial Advisors LLC | 719.968 $ | +250.238 $ | +53,3 % | 469.730 $ | -266.578 $ | -36,2 % | 736.308 $ | +206.256 $ | +38,9 % | |||
| PUFF WEALTH MANAGEMENT, LLC | 465.676 $ | -153.167 $ | -24,8 % | 618.843 $ | -110.086 $ | -15,1 % | 728.929 $ | -56.300 $ | -7,2 % | |||
| Lighthouse Wealth Management Inc. | 466.520 $ | -113.626 $ | -19,6 % | 580.146 $ | -43.708 $ | -7,0 % | 623.854 $ | -72.299 $ | -10,4 % | 696.153 $ | +110.010 $ | +18,8 % |
| HBK Sorce Advisory LLC | 690.268 $ | +475.303 $ | +221,1 % | 214.965 $ | +9.606 $ | +4,7 % | 205.359 $ | |||||
| Murphy, Middleton, Hinkle & Parker, Inc. | 683.693 $ | +84.372 $ | +14,1 % | 599.321 $ | +8.819 $ | +1,5 % | 590.502 $ | -6.509 $ | -1,1 % | |||
| Fairway Financial, LLC | 337.604 $ | -344.517 $ | -50,5 % | 682.121 $ | +32.759 $ | +5,0 % | 649.362 $ | -5.417 $ | -0,8 % | 654.779 $ | +54.991 $ | +9,2 % |
| BridgePort Financial Solutions, LLC | 681.328 $ | -17.263 $ | -2,5 % | |||||||||
| Wealthcare Advisory Partners LLC | 674.603 $ | -6.407 $ | -0,9 % | 681.010 $ | +88.740 $ | +15,0 % | 592.270 $ | -6.123 $ | -1,0 % | 598.393 $ | +10.416 $ | +1,8 % |
| MARSHALL WACE, LLP | 678.838 $ | |||||||||||
| Topsail Wealth Management, LLC | 678.785 $ | +30.445 $ | +4,7 % | 648.340 $ | +57.586 $ | +9,7 % | 590.754 $ | +57.472 $ | +10,8 % | |||
| Ethos Financial Group, LLC | 663.759 $ | |||||||||||
| CVA Family Office, LLC | 650.927 $ | -12.792 $ | -1,9 % | 663.719 $ | +121.508 $ | +22,4 % | 542.211 $ | +9.730 $ | +1,8 % | |||
| COZAD ASSET MANAGEMENT INC | 663.703 $ | |||||||||||
| Herold Advisors, Inc. | 646.250 $ | -14.750 $ | -2,2 % | 661.000 $ | +102.352 $ | +18,3 % | 558.648 $ | +34.413 $ | +6,6 % | 524.235 $ | -40.884 $ | -7,2 % |
| Qube Research & Technologies Ltd | 650.020 $ | +443.174 $ | +214,3 % | 206.846 $ | -169.804 $ | -45,1 % | 376.650 $ | +33.055 $ | +9,6 % | |||
| SBI Securities Co., Ltd. | 648.302 $ | +36.359 $ | +5,9 % | 611.943 $ | +63.673 $ | +11,6 % | 548.270 $ | +12.269 $ | +2,3 % | 536.001 $ | -37.772 $ | -6,6 % |
| NEW WAVE WEALTH ADVISORS LLC | 647.365 $ | -660.879 $ | -50,5 % | |||||||||
| Ramiah Investment Group | 550.425 $ | -55.660 $ | -9,2 % | 606.085 $ | -7.490 $ | -1,2 % | 613.575 $ | -31.523 $ | -4,9 % | 645.098 $ | +35.001 $ | +5,7 % |
| Tortuga Wealth Management, Inc | 640.362 $ | +353.555 $ | +123,3 % | 286.807 $ | -7.746 $ | -2,6 % | 294.553 $ | |||||
| Walser Wealth Management Company, A Ltd Liability Co | 350.483 $ | -16.147 $ | -4,4 % | 366.630 $ | -2.793 $ | -0,8 % | 369.423 $ | -259.044 $ | -41,2 % | 628.467 $ | ||
| Stirlingshire Investments, Inc. | 627.605 $ | +249.032 $ | +65,8 % | 378.573 $ | +135.197 $ | +55,6 % | 243.376 $ | |||||
| Smartleaf Asset Management LLC | 625.549 $ | +9.719 $ | +1,6 % | 615.830 $ | +287.073 $ | +87,3 % | 328.757 $ | +296.317 $ | +913,4 % | |||
| HUB Investment Partners, LLC | 612.277 $ | |||||||||||
| PFG Investments, LLC | 611.909 $ | +21.690 $ | +3,7 % | 590.219 $ | -5.332 $ | -0,9 % | 595.551 $ | |||||
| Venture Visionary Partners LLC | 611.879 $ | |||||||||||
| PRIMORIS WEALTH ADVISORS, LLC | 609.750 $ | +204.050 $ | +50,3 % | 405.700 $ | -12.900 $ | -3,1 % | 418.600 $ | -1.900 $ | -0,5 % | |||
| Investment Partners Asset Management, Inc. | 572.529 $ | -33.370 $ | -5,5 % | 605.899 $ | +21.476 $ | +3,7 % | 584.423 $ | -22.580 $ | -3,7 % | 607.003 $ | -1.976 $ | -0,3 % |
| Larson Financial Group LLC | 602.412 $ | +50.449 $ | +9,1 % | 551.963 $ | -1.336 $ | -0,2 % | 553.299 $ | +199.402 $ | +56,3 % | |||
| Simplicity Wealth,LLC | 574.719 $ | +249.168 $ | +76,5 % | 325.551 $ | -24.765 $ | -7,1 % | 350.316 $ | +62.205 $ | +21,6 % | |||
| EP Wealth Advisors, LLC | 277.830 $ | -269.600 $ | -49,2 % | 547.430 $ | -19.652 $ | -3,5 % | 567.082 $ | |||||
| Kestra Investment Management, LLC | 464.738 $ | -99.559 $ | -17,6 % | 564.297 $ | +172.752 $ | +44,1 % | 391.545 $ | +140.300 $ | +55,8 % | |||
| KKM Financial LLC | 554.097 $ | +337.137 $ | +155,4 % | 216.960 $ | +0 $ | +0,0 % | 216.960 $ | |||||
| Chris Bulman Inc | 525.797 $ | -25.887 $ | -4,7 % | 551.684 $ | +48.921 $ | +9,7 % | 502.763 $ | +20.661 $ | +4,3 % | 482.102 $ | ||
| Marion Wealth Management | 545.659 $ | +17.722 $ | +3,4 % | 527.937 $ | +31.477 $ | +6,3 % | 496.460 $ | -13.758 $ | -2,7 % | 510.218 $ | -20.577 $ | -3,9 % |
| Waverly Advisors, LLC | 537.041 $ | +109.516 $ | +25,6 % | 427.525 $ | -16.364 $ | -3,7 % | 443.889 $ | -22.311 $ | -4,8 % | |||
| Stratos Wealth Advisors, LLC | 536.816 $ | +197.911 $ | +58,4 % | 338.905 $ | +36.785 $ | +12,2 % | 302.120 $ | +83.998 $ | +38,5 % | |||
| Parallel Advisors, LLC | 517.671 $ | -12.301 $ | -2,3 % | 529.972 $ | +479.700 $ | +954,2 % | 50.272 $ | +11.859 $ | +30,9 % | |||
| EdgeRock Capital LLC | 528.124 $ | +293.044 $ | +124,7 % | 235.080 $ | -28.996 $ | -11,0 % | 264.076 $ | +63.985 $ | +32,0 % | |||
| Bluespring Wealth Management, LLC | 521.495 $ | |||||||||||
| Sovran Advisors, LLC | 518.539 $ | +159.835 $ | +44,6 % | 358.704 $ | +154.441 $ | +75,6 % | 204.263 $ | |||||
| Wealth Watch Advisors, INC | 505.076 $ | +10.041 $ | +2,0 % | 495.035 $ | +6.936 $ | +1,4 % | 488.099 $ | -321.566 $ | -39,7 % | |||
| Worth Financial Advisory Group, LLC | 198.505 $ | -8.231 $ | -4,0 % | 206.736 $ | -292.946 $ | -58,6 % | 499.682 $ | |||||
| TSFG, LLC | 395.000 $ | -92.000 $ | -18,9 % | 487.000 $ | -1.000 $ | -0,2 % | 488.000 $ | +6.000 $ | +1,2 % | |||
| Milestones Private Investment Advisors LLC | 467.808 $ | -18.767 $ | -3,9 % | 486.575 $ | +9.050 $ | +1,9 % | 477.525 $ | -7.004 $ | -1,4 % | 484.529 $ | +47.967 $ | +11,0 % |
| Corient Private Wealth LP | 207.707 $ | -270.427 $ | -56,6 % | 478.134 $ | +276.406 $ | +137,0 % | ||||||
| NOTTINGHAM ADVISORS, INC. | 465.074 $ | +152.207 $ | +48,6 % | 312.867 $ | ||||||||
| Realta Investment Advisors | 459.441 $ | +459.395 $ | +998.684,8 % | 46 $ | -282.509 $ | -100,0 % | 282.555 $ | +464 $ | +0,2 % | |||
| SHP Wealth Management | 453.639 $ | +34.713 $ | +8,3 % | 418.926 $ | -35.092 $ | -7,7 % | 454.018 $ | |||||
| Essex Financial Services, Inc. | 435.428 $ | +22.370 $ | +5,4 % | 413.058 $ | -39.660 $ | -8,8 % | 452.718 $ | -69.619 $ | -13,3 % | |||
| HAZLETT, BURT & WATSON, INC. | 451.000 $ | +56.000 $ | +14,2 % | 395.000 $ | +116.000 $ | +41,6 % | 279.000 $ | +63.000 $ | +29,2 % | |||
| Prosperity Wealth Management, Inc. | 448.653 $ | -152.891 $ | -25,4 % | |||||||||
| IFS Group,LLC | 433.034 $ | +19.287 $ | +4,7 % | 413.747 $ | +17.677 $ | +4,5 % | ||||||
| Merkkuri Wealth Advisors LLC | 425.875 $ | +174.833 $ | +69,6 % | 251.042 $ | +2.058 $ | +0,8 % | ||||||
| UPTICK PARTNERS, LLC | 421.479 $ | -102.745 $ | -19,6 % | |||||||||
| Prasad Wealth Partners, LLC | 395.392 $ | +19.182 $ | +5,1 % | 376.210 $ | -36.518 $ | -8,8 % | 412.728 $ | -10.035.888 $ | -96,0 % | |||
| Pinnacle Bancorp, Inc. | 220.917 $ | -9.465 $ | -4,1 % | 230.382 $ | +5.751 $ | +2,6 % | 224.631 $ | -186.447 $ | -45,4 % | 411.078 $ | +57.970 $ | +16,4 % |
| N.E.W. Advisory Services LLC | 244.120 $ | +20.029 $ | +8,9 % | 224.091 $ | -170.174 $ | -43,2 % | 394.265 $ | +231.015 $ | +141,5 % | |||
| CULLEN/FROST BANKERS, INC. | 393.813 $ | +236.272 $ | +150,0 % | 157.541 $ | -6.246 $ | -3,8 % | 163.787 $ | +62.006 $ | +60,9 % | |||
| Modera Wealth Management, LLC | 387.153 $ | |||||||||||
| WealthTrust Asset Management, LLC | 365.981 $ | -19.953 $ | -5,2 % | 385.934 $ | +73.406 $ | +23,5 % | 312.528 $ | -14.134 $ | -4,3 % | 326.662 $ | +19.280 $ | +6,3 % |
| SAGESPRING WEALTH PARTNERS, LLC | 249.464 $ | -32.531 $ | -11,5 % | 281.995 $ | -103.666 $ | -26,9 % | 385.661 $ | +109.308 $ | +39,6 % | |||
| Southland Equity Partners LLC | 383.462 $ | |||||||||||
| Financial Partners Group, Inc | 383.447 $ | -42.852 $ | -10,1 % | |||||||||
| SENTINEL PENSION ADVISORS, LLC | 382.865 $ | +17.177 $ | +4,7 % | 365.688 $ | +120.199 $ | +49,0 % | 245.489 $ | |||||
| Inscription Capital, LLC | 381.681 $ | +162.993 $ | +74,5 % | 218.688 $ | ||||||||
| DHJJ Financial Advisors, Ltd. | 380.078 $ | +21.631 $ | +6,0 % | 358.447 $ | +9.100 $ | +2,6 % | 349.347 $ | -71.607 $ | -17,0 % | |||
| Gibbs Wealth Management | 272.762 $ | -68.972 $ | -20,2 % | 341.734 $ | -28.121 $ | -7,6 % | 369.855 $ | +122.236 $ | +49,4 % | 247.619 $ | -48.290 $ | -16,3 % |
| Raleigh Capital Management Inc. | 344.995 $ | +3.010 $ | +0,9 % | 341.985 $ | -25.199 $ | -6,9 % | 367.184 $ | +1.382 $ | +0,4 % | |||
| BOS Asset Management, LLC | 338.328 $ | -28.605 $ | -7,8 % | 366.933 $ | +73.358 $ | +25,0 % | 293.575 $ | -24.917 $ | -7,8 % | 318.492 $ | -3.995 $ | -1,2 % |
| Jacobi Capital Management LLC | 362.620 $ | +18.360 $ | +5,3 % | 344.260 $ | -22.661 $ | -6,2 % | 366.921 $ | -70.964 $ | -16,2 % | |||
| NAPLES GLOBAL ADVISORS, LLC | 366.895 $ | +23.769 $ | +6,9 % | 343.126 $ | +12.466 $ | +3,8 % | 330.660 $ | +28.708 $ | +9,5 % | |||
| Onyx Bridge Wealth Group LLC | 319.531 $ | +53 $ | +0,0 % | 319.478 $ | -38.204 $ | -10,7 % | 357.682 $ | +317 $ | +0,1 % | 357.365 $ | -466.448 $ | -56,6 % |
| Chronos Wealth Management, LLC | 334.573 $ | -21.452 $ | -6,0 % | 356.025 $ | +12.619 $ | +3,7 % | 343.406 $ | +28.846 $ | +9,2 % | 314.560 $ | +50.751 $ | +19,2 % |
| Oregon Pacific Wealth Management, LLC | 355.256 $ | -26.749 $ | -7,0 % | |||||||||
| Privatperson | 353.500 $ | +12.530 $ | +3,7 % | 340.970 $ | -3.080 $ | -0,9 % | 344.050 $ | -1.120 $ | -0,3 % | |||
| Opulen Financial Group LLC | 261.171 $ | -91.870 $ | -26,0 % | 353.041 $ | -3.470 $ | -1,0 % | ||||||
| Element Wealth, LLC | 342.632 $ | -2.629 $ | -0,8 % | 345.261 $ | ||||||||
| CPC Advisors, LLC | 241.990 $ | -101.365 $ | -29,5 % | 343.355 $ | -1.388 $ | -0,4 % | ||||||
| AlphaStar Capital Management, LLC | 312.389 $ | -27.909 $ | -8,2 % | 340.298 $ | +28.671 $ | +9,2 % | 311.627 $ | +77.378 $ | +33,0 % | 234.249 $ | ||
| Kintra Investments, LLC | 338.346 $ | -19.605.931 $ | -98,3 % | |||||||||
| Ritter Daniher Financial Advisory LLC / DE | 311.948 $ | +24.376 $ | +8,5 % | 287.572 $ | -7.474 $ | -2,5 % | 295.046 $ | +45.494 $ | +18,2 % | |||
| Ankerstar Wealth, LLC | 213.396 $ | -39.058 $ | -15,5 % | 252.454 $ | -59.063 $ | -19,0 % | 311.517 $ | |||||
| GK Wealth Management LLC | 143.528 $ | -161.568 $ | -53,0 % | 305.096 $ | ||||||||
| Financial Network Wealth Advisors LLC | 300.930 $ | +8.508 $ | +2,9 % | 292.422 $ | +140.248 $ | +92,2 % | 152.174 $ | +35.458 $ | +30,4 % | |||
| WESPAC Advisors SoCal, LLC | 289.283 $ | -8.157 $ | -2,7 % | 297.440 $ | ||||||||
| Split Rock Private Trading & Wealth Management, LLC | 214.553 $ | -11.732 $ | -5,2 % | 226.285 $ | -34.100 $ | -13,1 % | 260.385 $ | -37.047 $ | -12,5 % | 297.432 $ | ||
| RENAISSANCE TECHNOLOGIES LLC | 297.131 $ | |||||||||||
| Purewater Capital LLC | 292.801 $ | +15.274 $ | +5,5 % | 277.527 $ | ||||||||
| Forty-three Eighteen Advisors, LLC | 291.589 $ | +38.184 $ | +15,1 % | 253.405 $ | -33.083 $ | -11,5 % | 286.488 $ | |||||
| Catherine Avery Investment Management LLC | 179.631 $ | -9.793 $ | -5,2 % | 189.424 $ | -101.656 $ | -34,9 % | 291.080 $ | +3.291 $ | +1,1 % | |||
| FOCUSED ALPHA, LLC | 240.360 $ | -50.108 $ | -17,3 % | 290.468 $ | +2.761 $ | +1,0 % | 287.707 $ | -1.483 $ | -0,5 % | 289.190 $ | ||
| Essex Bank | 275.823 $ | -7.207 $ | -2,5 % | 283.030 $ | -1.201 $ | -0,4 % | 284.231 $ | -4.982 $ | -1,7 % | 289.213 $ | -300 $ | -0,1 % |
| MIRAMONTES CAPITAL, LLC | 212.992 $ | -15.442 $ | -6,8 % | 228.434 $ | -41.859 $ | -15,5 % | 270.293 $ | -14.338 $ | -5,0 % | 284.631 $ | ||
| Norris Financial Group, LLC | 204.917 $ | +404 $ | +0,2 % | 204.513 $ | -76.828 $ | -27,3 % | 281.341 $ | |||||
| BANK OF MONTREAL /CAN/ | 205.966 $ | -75.295 $ | -26,8 % | 281.261 $ | +61.568 $ | +28,0 % | 219.693 $ | +72.625 $ | +49,4 % | |||
| AMERIFLEX GROUP, INC. | 281.260 $ | +14.164 $ | +5,3 % | 267.096 $ | +213.929 $ | +402,4 % | ||||||
| Mission Financial Group, LLC | 263.526 $ | -15.923 $ | -5,7 % | 279.449 $ | ||||||||
| Alessandra Capital Management, LLC | 276.360 $ | +36.190 $ | +15,1 % | 240.170 $ | ||||||||
| Griffith & Werner, Inc. | 275.309 $ | |||||||||||
| Quantinno Capital Management LP | 274.280 $ | |||||||||||
| Convergence Financial, LLC | 274.178 $ | |||||||||||
| EARNED WEALTH ADVISORS, LLC | 212.575 $ | +3.932 $ | +1,9 % | 208.643 $ | -61.865 $ | -22,9 % | 270.508 $ | -21.171 $ | -7,3 % | |||
| RHODES INVESTMENT ADVISORS INC /ADV | 234.889 $ | -33.386 $ | -12,4 % | 268.275 $ | +40.241 $ | +17,6 % | 228.034 $ | +18.770 $ | +9,0 % | 209.264 $ | ||
| Manchester Capital Management LLC | 263.325 $ | |||||||||||
| Midwest Financial Group LLC | 258.531 $ | -2.589.155 $ | -90,9 % | |||||||||
| Nuveen, LLC | 256.762 $ | |||||||||||
| Core Wealth Advisors, Inc. | 256.250 $ | |||||||||||
| Brookwood Investment Group LLC | 249.683 $ | -6.164 $ | -2,4 % | 255.847 $ | +10.830 $ | +4,4 % | ||||||
| MAINSAIL ASSET MANAGEMENT, LLC | 241.298 $ | -12.266 $ | -4,8 % | 253.564 $ | +11.670 $ | +4,8 % | 241.894 $ | -2.185 $ | -0,9 % | 244.079 $ | -794 $ | -0,3 % |
| United Advisor Group, LLC | 253.480 $ | +52.988 $ | +26,4 % | 200.492 $ | ||||||||
| Synergy Asset Management, LLC | 252.487 $ | |||||||||||
| FLAGSTAR SECURITIES, INC | 251.660 $ | -259.258 $ | -50,7 % | |||||||||
| Diversified Enterprises, LLC | 233.991 $ | -6.901 $ | -2,9 % | 240.892 $ | +2.503 $ | +1,0 % | 238.389 $ | -10.218 $ | -4,1 % | 248.607 $ | -1.548 $ | -0,6 % |
| GSG Advisors LLC | 248.135 $ | +28.811 $ | +13,1 % | 219.324 $ | -6.530 $ | -2,9 % | 225.854 $ | +4.341 $ | +2,0 % | |||
| Robertson Stephens Wealth Management, LLC | 235.886 $ | -11.564 $ | -4,7 % | 247.450 $ | +8.771 $ | +3,7 % | 238.679 $ | -2.156 $ | -0,9 % | 240.835 $ | -784 $ | -0,3 % |
| Running Point Capital Advisors, LLC | 246.053 $ | -1.117 $ | -0,5 % | |||||||||
| SageView Advisory Group, LLC | 242.818 $ | -30.376 $ | -11,1 % | |||||||||
| Embree Financial Group | 233.440 $ | -7.643 $ | -3,2 % | 241.083 $ | +1.341 $ | +0,6 % | 239.742 $ | -880 $ | -0,4 % | 240.622 $ | ||
| Sowell Financial Services LLC | 241.043 $ | |||||||||||
| Northwest Wealth Advisors, LLC | 240.735 $ | +32.961 $ | +15,9 % | 207.774 $ | -4.130 $ | -1,9 % | 211.904 $ | |||||
| Capital CS Group, LLC | 240.262 $ | -167 $ | -0,1 % | |||||||||
| TSA Wealth Managment LLC | 237.461 $ | |||||||||||
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 237.350 $ | |||||||||||
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 236.729 $ | +31.000 $ | +15,1 % | 205.729 $ | ||||||||
| DB&C Advisors, LLC | 219.927 $ | +6.449 $ | +3,0 % | 213.478 $ | -21.916 $ | -9,3 % | 235.394 $ | |||||
| Mattern Wealth Management LLC | 235.200 $ | |||||||||||
| Prospect Financial Services LLC | 234.212 $ | |||||||||||
| ABLE Financial Group, LLC | 208.415 $ | +7.706 $ | +3,8 % | 200.709 $ | -7.298 $ | -3,5 % | 208.007 $ | -24.313 $ | -10,5 % | 232.320 $ | +4.452 $ | +2,0 % |
| Tulsa Wealth Advisors, INC | 228.092 $ | |||||||||||
| Keystone Financial Services | 227.612 $ | +18.327 $ | +8,8 % | 209.285 $ | ||||||||
| Institute for Wealth Management, LLC. | 225.887 $ | +8.007 $ | +3,7 % | 217.880 $ | -1.968 $ | -0,9 % | 219.848 $ | |||||
| ZACKS INVESTMENT MANAGEMENT | 221.689 $ | -1.116 $ | -0,5 % | 222.805 $ | -2.870 $ | -1,3 % | 225.675 $ | -9.651 $ | -4,1 % | |||
| TECTONIC ADVISORS LLC | 225.314 $ | |||||||||||
| Treasure Coast Financial Planning | 222.734 $ | |||||||||||
| Quartz Partners, LLC | 222.640 $ | +10.175 $ | +4,8 % | 212.465 $ | -6.756 $ | -3,1 % | 219.221 $ | -59.234 $ | -21,3 % | |||
| ROI Financial Advisors, LLC | 221.491 $ | +5.506 $ | +2,5 % | 215.985 $ | -731 $ | -0,3 % | ||||||
| SMITH CHAS P & ASSOCIATES PA CPAS | 211.650 $ | -8.850 $ | -4,0 % | 220.500 $ | ||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 220.128 $ | |||||||||||
| Adelphi Trust Co | 219.568 $ | |||||||||||
| Avantax Planning Partners, Inc. | 216.999 $ | +7.692 $ | +3,7 % | 209.307 $ | -1.891 $ | -0,9 % | 211.198 $ | -687 $ | -0,3 % | |||
| Kraft, Davis & Associates, LLC | 207.106 $ | -7.702 $ | -3,6 % | 214.808 $ | +2.771 $ | +1,3 % | 212.037 $ | +8.327 $ | +4,1 % | |||
| Encompass More Asset Management | 213.683 $ | |||||||||||
| RED CRANE WEALTH MANAGEMENT, LLC | 200.346 $ | -12.748 $ | -6,0 % | 213.094 $ | +4.475 $ | +2,1 % | 208.619 $ | -2.869 $ | -1,4 % | 211.488 $ | -47.123 $ | -18,2 % |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 212.426 $ | |||||||||||
| Claris Financial LLC | 205.313 $ | -1.854 $ | -0,9 % | 207.167 $ | ||||||||
| Accredited Investors Inc. | 206.902 $ | |||||||||||
| Keystone Financial Group | 206.704 $ | |||||||||||
| Integrated Wealth Management | 205.649 $ | |||||||||||
| Argyle Capital Partners, LLC | 203.422 $ | -16.915 $ | -7,7 % | |||||||||
| Pathstone Holdings, LLC | 203.212 $ | |||||||||||
| Integrity Financial Corp /WA | 202.852 $ | -617 $ | -0,3 % | |||||||||
| Vident Advisory, LLC | 202.041 $ | |||||||||||
| Brooklyn Investment Group | 201.737 $ | |||||||||||
| GREENBERG FINANCIAL GROUP | 201.115 $ | -658.878 $ | -76,6 % | |||||||||
| Hixon Zuercher, LLC | 201.106 $ | |||||||||||
| TRUST CO OF VERMONT | 189.638 $ | -11.016 $ | -5,5 % | 200.654 $ | +154.268 $ | +332,6 % | 46.386 $ | +16.800 $ | +56,8 % | |||
| Hofer & Associates. Inc | 200.346 $ | |||||||||||
| Annis Gardner Whiting Capital Advisors, LLC | 191.952 $ | +47.184 $ | +32,6 % | 144.768 $ | -545 $ | -0,4 % | ||||||
| MAI Capital Management | 156.800 $ | +55.915 $ | +55,4 % | 100.885 $ | -8.163 $ | -7,5 % | ||||||
| Cape Investment Advisory, Inc. | 156.128 $ | +48.671 $ | +45,3 % | 107.457 $ | ||||||||
| ORG Partners LLC | 147.266 $ | +51.969 $ | +54,5 % | |||||||||
| Quest 10 Wealth Builders, Inc. | 144.689 $ | +12.597 $ | +9,5 % | 132.092 $ | -3.972 $ | -2,9 % | 136.064 $ | +7.155 $ | +5,6 % | |||
| Asset Dedication, LLC | 140.111 $ | |||||||||||
| Founders Financial Alliance, LLC | 137.666 $ | +17.336 $ | +14,4 % | 120.330 $ | +114.805 $ | +2.077,9 % | 5.525 $ | -130.412 $ | -95,9 % | |||
| Pinnacle Wealth Planning Services, Inc. | 132.011 $ | -928 $ | -0,7 % | 132.939 $ | -4.396 $ | -3,2 % | 137.335 $ | |||||
| FLAGSHIP HARBOR ADVISORS, LLC | 131.718 $ | |||||||||||
| Bank of New Hampshire | 117.286 $ | -8.324 $ | -6,6 % | 125.610 $ | ||||||||
| Allworth Financial LP | 124.745 $ | +43.163 $ | +52,9 % | 81.582 $ | +14.853 $ | +22,3 % | 66.729 $ | -56.816 $ | -46,0 % | |||
| Murphy & Mullick Capital Management Corp | 109.731 $ | -9.424 $ | -7,9 % | 119.155 $ | +831 $ | +0,7 % | 118.324 $ | -7.643 $ | -6,1 % | |||
| Wilmington Savings Fund Society, FSB | 1.829 $ | +3 $ | +0,2 % | 1.826 $ | -113.183 $ | -98,4 % | 115.009 $ | +1.050 $ | +0,9 % | |||
| EVOLUTION WEALTH MANAGEMENT INC. | 112.693 $ | -86 $ | -0,1 % | 112.779 $ | +12.388 $ | +12,3 % | 100.391 $ | +3.465 $ | +3,6 % | |||
| WHITTIER TRUST CO OF NEVADA INC | 98.839 $ | -844 $ | -0,8 % | 99.683 $ | ||||||||
| ROTHSCHILD INVESTMENT LLC | 94.080 $ | +12.320 $ | +15,1 % | 81.760 $ | -17.296 $ | -17,5 % | 99.056 $ | -21.793 $ | -18,0 % | |||
| NATIONAL BANK OF CANADA /FI/ | 27.927 $ | +69 $ | +0,2 % | 27.858 $ | -70.832 $ | -71,8 % | 98.690 $ | -118.272 $ | -54,5 % | |||
| Noble Wealth Management PBC | 89.685 $ | -8.498 $ | -8,7 % | 98.183 $ | ||||||||
| MGB Wealth Management, LLC | 83.720 $ | +41.670 $ | +99,1 % | |||||||||
| Torren Management, LLC | 83.165 $ | +913 $ | +1,1 % | 82.252 $ | ||||||||
| MONTAG A & ASSOCIATES INC | 75.750 $ | +2.685 $ | +3,7 % | 73.065 $ | -660 $ | -0,9 % | 73.725 $ | -240 $ | -0,3 % | |||
| Strategic Wealth Partners, Ltd. | 74.286 $ | +2.634 $ | +3,7 % | 71.652 $ | -648 $ | -0,9 % | 72.300 $ | +69.341 $ | +2.343,4 % | |||
| Financial Gravity Asset Management, Inc. | 26.145 $ | -44.805 $ | -63,2 % | 70.950 $ | -395.251 $ | -84,8 % | ||||||
| Ancora Advisors LLC | 68.239 $ | +61.176 $ | +866,1 % | 7.063 $ | ||||||||
| Buck Wealth Strategies, LLC | 65.952 $ | |||||||||||
| Roxbury Financial LLC | 59.994 $ | -2.790 $ | -4,4 % | 62.784 $ | +370 $ | +0,6 % | 62.414 $ | |||||
| ELEVATION WEALTH PARTNERS, LLC | 57.238 $ | -3.121 $ | -5,2 % | 60.359 $ | +7.904 $ | +15,1 % | 52.455 $ | -1.416 $ | -2,6 % | 53.871 $ | +800 $ | +1,5 % |
| Blue Trust, Inc. | 58.947 $ | +56.958 $ | +2.863,7 % | 1.989 $ | ||||||||
| Smallwood Wealth Investment Management, LLC | 58.800 $ | +7.700 $ | +15,1 % | 51.100 $ | -1.380 $ | -2,6 % | 52.480 $ | +780 $ | +1,5 % | |||
| LFA - Lugano Financial Advisors SA | 58.759 $ | |||||||||||
| 10Elms LLP | 56.308 $ | +17.340 $ | +44,5 % | 38.968 $ | -2.810 $ | -6,7 % | 41.778 $ | -97.523 $ | -70,0 % | |||
| Daytona Street Capital LLC | 54.917 $ | |||||||||||
| AdvisorNet Financial, Inc | 51.229 $ | +2.479 $ | +5,1 % | 48.750 $ | +48.463 $ | +16.886,1 % | 287 $ | +0 $ | +0,0 % | |||
| MPWM ADVISORY SOLUTIONS, LLC | 50.358 $ | -3 $ | -0,0 % | 50.361 $ | +39.384 $ | +358,8 % | 10.977 $ | -11 $ | -0,1 % | |||
| HARBOR INVESTMENT ADVISORY, LLC | 46.696 $ | -2.289 $ | -4,7 % | 48.985 $ | +1.736 $ | +3,7 % | 47.249 $ | -427 $ | -0,9 % | 47.676 $ | -155 $ | -0,3 % |
| Cornerstone Wealth Partners, LLC | 47.412 $ | |||||||||||
| CITY HOLDING CO | 43.197 $ | -1.518 $ | -3,4 % | 44.715 $ | +99 $ | +0,2 % | 44.616 $ | -1.430 $ | -3,1 % | 46.046 $ | -10.918 $ | -19,2 % |
| Avion Wealth | 45.000 $ | |||||||||||
| Godfrey Financial Associates, Inc. | 35.523 $ | -160 $ | -0,4 % | 35.683 $ | -471 $ | -1,3 % | 36.154 $ | |||||
| Regatta Research & Money Management | 35.010 $ | |||||||||||
| Anchor Investment Management, LLC | 29.762 $ | |||||||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 28.736 $ | +14.130 $ | +96,7 % | 14.606 $ | +13.871 $ | +1.887,2 % | 735 $ | +11 $ | +1,5 % | |||
| Key FInancial Inc | 28.708 $ | -75 $ | -0,3 % | |||||||||
| Kozak & Associates, Inc. | 26.907 $ | +2.364 $ | +9,6 % | 24.543 $ | +380 $ | +1,6 % | 24.163 $ | +2.238 $ | +10,2 % | |||
| Ascentis Wealth Management, LLC | 26.118 $ | +127 $ | +0,5 % | 25.991 $ | -23 $ | -0,1 % | 26.014 $ | +329 $ | +1,3 % | |||
| Migdal Insurance & Financial Holdings Ltd. | 25.203 $ | +50 $ | +0,2 % | 25.153 $ | -847 $ | -3,3 % | 26.000 $ | +0 $ | +0,0 % | |||
| FMR LLC | 14.667 $ | -11.283 $ | -43,5 % | 25.950 $ | +6.830 $ | +35,7 % | 19.120 $ | +196 $ | +1,0 % | |||
| PNC FINANCIAL SERVICES GROUP, INC. | 21.796 $ | -3.642 $ | -14,3 % | 25.438 $ | +4.508 $ | +21,5 % | 20.930 $ | -3.794 $ | -15,3 % | |||
| Atlantic Private Wealth, LLC | 25.250 $ | +895 $ | +3,7 % | 24.355 $ | -220 $ | -0,9 % | 24.575 $ | -80 $ | -0,3 % | |||
| Quantum Portfolio Management LLC | 24.947 $ | |||||||||||
| GAMMA Investing LLC | 22.279 $ | -734 $ | -3,2 % | 23.013 $ | +14 $ | +0,1 % | 22.999 $ | -641 $ | -2,7 % | 23.640 $ | -20.694 $ | -46,7 % |
| Register Financial Advisors LLC | 22.195 $ | +44 $ | +0,2 % | 22.151 $ | -705 $ | -3,1 % | 22.856 $ | -3.047 $ | -11,8 % | |||
| Allied Private Wealth LLC | 22.806 $ | |||||||||||
| Lloyd Advisory Services, LLC. | 22.598 $ | +19.626 $ | +660,4 % | 2.972 $ | ||||||||
| Key Capital Management, INC | 9.279 $ | -11.766 $ | -55,9 % | 21.045 $ | ||||||||
| Anfield Capital Management, LLC | 20.975 $ | |||||||||||
| Root Financial Partners, LLC | 20.304 $ | +15.302 $ | +305,9 % | 5.002 $ | -1.415 $ | -22,1 % | 6.417 $ | +52 $ | +0,8 % | |||
| Basepoint Wealth LLC | 20.288 $ | |||||||||||
| TD Capital Management LLC | 19.842 $ | -293 $ | -1,5 % | 20.135 $ | ||||||||
| Mascoma Wealth Management LLC | 19.515 $ | |||||||||||
| Turim 21 Investimentos Ltda. | 18.087 $ | -22.568 $ | -55,5 % | |||||||||
| AMERICAN NATIONAL BANK & TRUST | 15.759 $ | -775 $ | -4,7 % | 16.534 $ | -65 $ | -0,4 % | 16.599 $ | -260 $ | -1,5 % | 16.859 $ | -43 $ | -0,3 % |
| BELLEVUE ASSET MANAGEMENT, LLC | 16.161 $ | |||||||||||
| West Branch Capital LLC | 13.749 $ | -13.465 $ | -49,5 % | |||||||||
| WOLFF WIESE MAGANA LLC | 12.517 $ | -613 $ | -4,7 % | 13.130 $ | +465 $ | +3,7 % | 12.665 $ | -114 $ | -0,9 % | 12.779 $ | -42 $ | -0,3 % |
| Parkside Financial Bank & Trust | 12.775 $ | -345 $ | -2,6 % | 13.120 $ | +195 $ | +1,5 % | ||||||
| FRANKLIN TEMPLETON INC | 12.614 $ | -346 $ | -2,7 % | 12.960 $ | ||||||||
| Abound Wealth Management | 11.891 $ | |||||||||||
| Front Row Advisors LLC | 11.228 $ | |||||||||||
| MCGUIRE CAPITAL ADVISORS INC | 10.287 $ | |||||||||||
| Quaker Wealth Management, LLC | 9.388 $ | |||||||||||
| Russell Investments Group, Ltd. | 8.203 $ | -767 $ | -8,6 % | 8.970 $ | ||||||||
| PROTECTIVE LIFE CORP | 8.844 $ | |||||||||||
| Tower Research Capital LLC (TRC) | 8.181 $ | +8.140 $ | +19.853,7 % | 41 $ | -127 $ | -75,6 % | ||||||
| Community Bank, N.A. | 8.037 $ | |||||||||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 6.853 $ | -186 $ | -2,6 % | 7.039 $ | +389 $ | +5,8 % | 6.650 $ | +81 $ | +1,2 % | 6.569 $ | +115 $ | +1,8 % |
| CX Institutional | 7.000 $ | +6.000 $ | +600,0 % | 1.000 $ | +0 $ | +0,0 % | 1.000 $ | |||||
| VANGUARD ADVISERS INC | 6.828 $ | |||||||||||
| MidFirst Bank | 6.698 $ | |||||||||||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 6.688 $ | |||||||||||
| Davis Capital Management | 6.354 $ | -312 $ | -4,7 % | 6.666 $ | +236 $ | +3,7 % | 6.430 $ | -58 $ | -0,9 % | 6.488 $ | -21 $ | -0,3 % |
| Ascentis Independent Advisors | 6.267 $ | |||||||||||
| Trust Co | 5.673 $ | |||||||||||
| First Command Advisory Services, Inc. | 5.263 $ | |||||||||||
| 2UniFi Bank | 5.002 $ | -3 $ | -0,1 % | |||||||||
| Imprint Wealth LLC | 4.899 $ | +174 $ | +3,7 % | 4.725 $ | -43 $ | -0,9 % | 4.768 $ | -15 $ | -0,3 % | |||
| Ameritas Investment Partners, Inc. | 4.504 $ | +84 $ | +1,9 % | 4.420 $ | -65 $ | -1,4 % | 4.485 $ | +50 $ | +1,1 % | |||
| WHITTIER TRUST CO | 4.081 $ | |||||||||||
| HIGHLINE WEALTH PARTNERS LLC | 2.949 $ | |||||||||||
| GODSEY & GIBB, INC | 2.677 $ | -146 $ | -5,2 % | 2.823 $ | +370 $ | +15,1 % | 2.453 $ | -67 $ | -2,7 % | 2.520 $ | ||
| Princeton Global Asset Management LLC | 2.212 $ | -7 $ | -0,3 % | |||||||||
| Strive Financial Group ,LLC | 1.579 $ | -421 $ | -21,1 % | 2.000 $ | ||||||||
| RHL GROUP, LLC | 41 $ | -1.843 $ | -97,8 % | 1.884 $ | ||||||||
| Spectrum Wealth Advisory Group, LLC | 1.636 $ | |||||||||||
| Allspring Global Investments Holdings, LLC | 1.511 $ | |||||||||||
| New Millennium Group LLC | 1.298 $ | -132 $ | -9,2 % | |||||||||
| Moisand Fitzgerald Tamayo, LLC | 887 $ | |||||||||||
| Cedar Mountain Advisors, LLC | 770 $ | -38 $ | -4,7 % | 808 $ | +29 $ | +3,7 % | 779 $ | |||||
| Downshift Financial, LLC | 697 $ | |||||||||||
| BNP PARIBAS FINANCIAL MARKETS | 313 $ | -1 $ | -0,3 % | 314 $ | ||||||||
| Spurstone Advisory Services, LLC | 203 $ | +8 $ | +4,1 % | 195 $ | -2 $ | -1,0 % | 197 $ | +0 $ | +0,0 % | |||
| Beacon Capital Management, Inc. | 12 $ | +0 $ | +0,0 % | 12 $ | +0 $ | +0,0 % | 12 $ | +1 $ | +9,1 % | 11 $ | +0 $ | +0,0 % |
| Total | 1.093.808.211 $ | -70.402.446 $ | +5.796,8 % | 10.068.886.144 $ | +912.732.847 $ | +165,4 % | 9.135.003.943 $ | +764.600.842 $ | +106,8 % | 8.361.011.284 $ | +346.713.708 $ | +97,8 % |
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.