| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 1.516.607.787 $ | +32.753.685 $ | +97,6 % | 1.857.897.305 $ | +459.003.636 $ | +55,5 % | 1.389.954.684 $ | -208.443.085 $ | +39,3 % | 1.590.614.786 $ | +89.539.773 $ | +157,7 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 843.396.874 $ | +34.372.740 $ | +4,2 % | 809.024.134 $ | +180.808.732 $ | +28,8 % | 628.215.402 $ | -232.144.907 $ | -27,0 % | 860.360.309 $ | +55.833.385 $ | +6,9 % |
| Blue Trust, Inc. | 378.419.968 $ | -32.755.891 $ | -8,0 % | 411.175.859 $ | +87.370.938 $ | +27,0 % | 323.804.921 $ | +4.594.811 $ | +1,4 % | 319.210.110 $ | +27.979.907 $ | +9,6 % |
| Equitable Holdings, Inc. | 121.490.979 $ | +35.491.131 $ | +41,3 % | 85.999.848 $ | +10.404.460 $ | +13,8 % | 75.595.388 $ | +7.924.748 $ | +11,7 % | |||
| LPL Financial LLC | 102.244.773 $ | +30.583.331 $ | +42,7 % | 71.661.442 $ | +43.521.114 $ | +154,7 % | 28.140.328 $ | +2.742.654 $ | +10,8 % | 25.397.674 $ | +463.280 $ | +1,9 % |
| JPMORGAN CHASE & CO | 65.044.534 $ | +15.254.256 $ | +30,6 % | 49.790.278 $ | +10.400.647 $ | +26,4 % | 39.389.631 $ | -32.671.421 $ | -45,3 % | |||
| Shore Point Advisors, LLC | 43.854.941 $ | -164.494 $ | -0,4 % | 44.019.435 $ | +9.451.961 $ | +27,3 % | 34.567.474 $ | +616.854 $ | +1,8 % | 33.950.620 $ | +217.691 $ | +0,6 % |
| EP Wealth Advisors, LLC | 33.032.399 $ | +30.469.940 $ | +1.189,1 % | 2.562.459 $ | ||||||||
| Klaas Financial Asset Advisors, LLC | 2.937.837 $ | -108.556 $ | -3,6 % | 3.046.393 $ | +413.135 $ | +15,7 % | 2.633.258 $ | -27.202.062 $ | -91,2 % | 29.835.320 $ | +322.387 $ | +1,1 % |
| Nova R Wealth, Inc. | 20.439.882 $ | -896.248 $ | -4,2 % | 21.336.130 $ | +4.832.297 $ | +29,3 % | 16.503.833 $ | +5.962.889 $ | +56,6 % | 10.540.944 $ | +323.752 $ | +3,2 % |
| MAGNOLIA CAPITAL ADVISORS LLC | 20.171.077 $ | +3.941.739 $ | +24,3 % | 16.229.338 $ | +7.166.683 $ | +79,1 % | 9.062.655 $ | +538.273 $ | +6,3 % | |||
| ARQ WEALTH ADVISORS, LLC | 16.317.835 $ | -643.687 $ | -3,8 % | 16.961.522 $ | +4.133.879 $ | +32,2 % | 12.827.643 $ | +905.890 $ | +7,6 % | 11.921.753 $ | +823.719 $ | +7,4 % |
| Corient Private Wealth LP | 9.343.405 $ | +1.391.274 $ | +17,5 % | 7.952.131 $ | -8.141.217 $ | -50,6 % | 16.093.348 $ | +15.386.638 $ | +2.177,2 % | |||
| CABOT WEALTH MANAGEMENT INC | 15.139.559 $ | +391.385 $ | +2,7 % | 14.748.174 $ | ||||||||
| Vident Advisory, LLC | 14.733.930 $ | +3.282.804 $ | +28,7 % | 11.451.126 $ | +779.493 $ | +7,3 % | 10.671.633 $ | -351.165 $ | -3,2 % | |||
| CWM, LLC | 12.979.702 $ | +4.406.702 $ | +51,4 % | 8.573.000 $ | +4.269.000 $ | +99,2 % | ||||||
| West Wealth Group, LLC | 12.079.401 $ | -171.467 $ | -1,4 % | 12.250.868 $ | +5.018.055 $ | +69,4 % | 7.232.813 $ | +566.873 $ | +8,5 % | |||
| Cassia Capital Partners, LLC | 11.122.498 $ | -592.315 $ | -5,1 % | 11.714.813 $ | +2.105.779 $ | +21,9 % | 9.609.034 $ | +757.297 $ | +8,6 % | 8.851.737 $ | -230.551 $ | -2,5 % |
| Vise Technologies, Inc. | 7.203.062 $ | -419.019 $ | -5,5 % | 7.622.081 $ | +3.985.753 $ | +109,6 % | 3.636.328 $ | +0 $ | +0,0 % | 3.636.328 $ | +2.385.491 $ | +190,7 % |
| Wealth Enhancement Trust Services, Inc. | 6.821.448 $ | +608.335 $ | +9,8 % | 6.213.113 $ | +3.150.465 $ | +102,9 % | 3.062.648 $ | +2.309.659 $ | +306,7 % | 752.989 $ | ||
| Savant Capital, LLC | 6.450.007 $ | -328.467 $ | -4,8 % | 6.778.474 $ | +1.352.628 $ | +24,9 % | 5.425.846 $ | +44.756 $ | +0,8 % | 5.381.090 $ | -168.199 $ | -3,0 % |
| 5T Wealth, LLC | 6.534.529 $ | +1.336.815 $ | +25,7 % | 5.197.714 $ | +583.342 $ | +12,6 % | 4.614.372 $ | +98.564 $ | +2,2 % | |||
| Orion Porfolio Solutions, LLC | 5.554.868 $ | -515.868 $ | -8,5 % | 6.070.736 $ | +1.925.770 $ | +46,5 % | 4.144.966 $ | -488.583 $ | -10,5 % | |||
| Fifth Third Wealth Advisors LLC | 5.831.833 $ | +2.053.988 $ | +54,4 % | 3.777.845 $ | ||||||||
| Kingsview Wealth Management, LLC | 5.790.443 $ | +1.343.041 $ | +30,2 % | 4.447.402 $ | +36.393 $ | +0,8 % | 4.411.009 $ | +297.729 $ | +7,2 % | |||
| Kathmere Capital Management, LLC | 4.975.745 $ | +43.934 $ | +0,9 % | 4.931.811 $ | +839.767 $ | +20,5 % | 4.092.044 $ | -50.795 $ | -1,2 % | 4.142.839 $ | -109.370 $ | -2,6 % |
| FIFTH THIRD SECURITIES, INC. | 4.754.534 $ | -137.367 $ | -2,8 % | 4.891.901 $ | +707.825 $ | +16,9 % | 4.184.076 $ | -203.148 $ | -4,6 % | 4.387.224 $ | +24.469 $ | +0,6 % |
| BANK OF AMERICA CORP /DE/ | 4.573.563 $ | +730.378 $ | +19,0 % | 3.843.185 $ | +250.930 $ | +7,0 % | 3.592.255 $ | +393.017 $ | +12,3 % | |||
| KELLY FINANCIAL GROUP LLC | 4.364.123 $ | -166.624 $ | -3,7 % | 4.530.747 $ | +867.006 $ | +23,7 % | 3.663.741 $ | +954.370 $ | +35,2 % | 2.709.371 $ | -38.316 $ | -1,4 % |
| SILVER OAK SECURITIES, INCORPORATED | 4.463.547 $ | +2.917.618 $ | +188,7 % | 1.545.929 $ | ||||||||
| Delos Wealth Advisors, LLC | 4.258.558 $ | +936.454 $ | +28,2 % | 3.322.104 $ | +231.228 $ | +7,5 % | 3.090.876 $ | +64.855 $ | +2,1 % | |||
| First Heartland Consultants, Inc. | 213.043 $ | -775.013 $ | -78,4 % | 988.056 $ | -412.627 $ | -29,5 % | 1.400.683 $ | -2.781.370 $ | -66,5 % | 4.182.053 $ | ||
| TWO SIGMA INVESTMENTS, LP | 4.116.260 $ | |||||||||||
| 3Chopt Investment Partners, LLC | 4.005.718 $ | -101.404 $ | -2,5 % | 4.107.122 $ | +842.955 $ | +25,8 % | 3.264.167 $ | -11.054 $ | -0,3 % | 3.275.221 $ | +11.880 $ | +0,4 % |
| Skyline Advisors, Inc. | 3.975.298 $ | +1.026.373 $ | +34,8 % | 2.948.925 $ | ||||||||
| HighTower Advisors, LLC | 2.927.636 $ | +446.533 $ | +18,0 % | 2.481.103 $ | -1.473.262 $ | -37,3 % | 3.954.365 $ | -170.658 $ | -4,1 % | |||
| Strategic Financial Services, Inc. | 3.839.974 $ | +539.945 $ | +16,4 % | 3.300.029 $ | -162.923 $ | -4,7 % | 3.462.952 $ | +40.447 $ | +1,2 % | |||
| INTRUST BANK NA | 3.760.409 $ | +647.976 $ | +20,8 % | 3.112.433 $ | -284.094 $ | -8,4 % | 3.396.527 $ | -54.700 $ | -1,6 % | |||
| Cetera Investment Advisers | 3.548.991 $ | +697.709 $ | +24,5 % | 2.851.282 $ | +120.034 $ | +4,4 % | 2.731.248 $ | +92.681 $ | +3,5 % | |||
| Centennial Bank/AR/ | 3.323.539 $ | +703.525 $ | +26,9 % | 2.620.014 $ | +137.105 $ | +5,5 % | 2.482.909 $ | -577.878 $ | -18,9 % | |||
| ROYAL BANK OF CANADA | 3.227.000 $ | +875.000 $ | +37,2 % | 2.352.000 $ | -772.000 $ | -24,7 % | 3.124.000 $ | +722.000 $ | +30,1 % | |||
| Atria Investments, Inc | 2.828.498 $ | +648.886 $ | +29,8 % | |||||||||
| RAYMOND JAMES FINANCIAL INC | 2.815.233 $ | +646.413 $ | +29,8 % | 2.168.820 $ | +335.896 $ | +18,3 % | 1.832.924 $ | +551.961 $ | +43,1 % | |||
| NorthCrest Asset Manangement, LLC | 2.626.665 $ | -80.514 $ | -3,0 % | 2.707.179 $ | +520.895 $ | +23,8 % | 2.186.284 $ | -183 $ | -0,0 % | 2.186.467 $ | +166.345 $ | +8,2 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.779.106 $ | -906.791 $ | -33,8 % | 2.685.897 $ | +1.367.263 $ | +103,7 % | 1.318.634 $ | |||||
| COMMONWEALTH EQUITY SERVICES, LLC | 2.594.120 $ | +449.960 $ | +21,0 % | 2.144.160 $ | +1.198.910 $ | +126,8 % | 945.250 $ | -27.500 $ | -2,8 % | 972.750 $ | +393.750 $ | +68,0 % |
| AQR CAPITAL MANAGEMENT LLC | 2.589.373 $ | +793.960 $ | +44,2 % | 1.795.413 $ | +439.140 $ | +32,4 % | 1.356.273 $ | +718.450 $ | +112,6 % | |||
| Quantinno Capital Management LP | 2.502.952 $ | +1.371.473 $ | +121,2 % | 1.131.479 $ | -176.319 $ | -13,5 % | 1.307.798 $ | +258.292 $ | +24,6 % | |||
| WIN ADVISORS, INC | 2.384.204 $ | |||||||||||
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 2.379.726 $ | |||||||||||
| Belpointe Asset Management LLC | 2.293.409 $ | +779.472 $ | +51,5 % | 1.513.937 $ | +148.279 $ | +10,9 % | 1.365.658 $ | +268.892 $ | +24,5 % | |||
| CFS Investment Advisory Services, LLC | 1.969.110 $ | -257.138 $ | -11,6 % | 2.226.248 $ | -16.029 $ | -0,7 % | 2.242.277 $ | +329.511 $ | +17,2 % | 1.912.766 $ | +532.879 $ | +38,6 % |
| Hershey Financial Advisers, LLC | 2.009.506 $ | -160.946 $ | -7,4 % | 2.170.452 $ | +1.673.268 $ | +336,5 % | ||||||
| Wealthfront Advisers LLC | 2.135.816 $ | +702.500 $ | +49,0 % | 1.433.316 $ | +212.204 $ | +17,4 % | 1.221.112 $ | -85.677 $ | -6,6 % | |||
| Professional Financial Advisors, LLC | 1.922.484 $ | -68.949 $ | -3,5 % | 1.991.433 $ | +325.196 $ | +19,5 % | 1.666.237 $ | +236.573 $ | +16,5 % | 1.429.664 $ | +45.107 $ | +3,3 % |
| ENVESTNET ASSET MANAGEMENT INC | 1.918.169 $ | +642.614 $ | +50,4 % | 1.275.555 $ | -342.943 $ | -21,2 % | 1.618.498 $ | +504.117 $ | +45,2 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1.907.057 $ | |||||||||||
| Composition Wealth, LLC | 1.870.805 $ | +339.752 $ | +22,2 % | 1.531.053 $ | -18.542 $ | -1,2 % | 1.549.595 $ | -86.116 $ | -5,3 % | |||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.782.357 $ | -49.906 $ | -2,7 % | 1.832.263 $ | +276.419 $ | +17,8 % | 1.555.844 $ | -145.521 $ | -8,6 % | 1.701.365 $ | -42.990 $ | -2,5 % |
| J HAGAN CAPITAL, INC. | 1.767.056 $ | +362.446 $ | +25,8 % | 1.404.610 $ | +302.761 $ | +27,5 % | 1.101.849 $ | |||||
| Palumbo Wealth Management LLC | 1.712.704 $ | +357.767 $ | +26,4 % | 1.354.937 $ | -4.588 $ | -0,3 % | 1.359.525 $ | |||||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.630.743 $ | -67.006 $ | -3,9 % | 1.697.749 $ | +497.127 $ | +41,4 % | 1.200.622 $ | +33.008 $ | +2,8 % | 1.167.614 $ | -36.507 $ | -3,0 % |
| MORGAN STANLEY | 440.477 $ | +48.714 $ | +12,4 % | 391.763 $ | -1.270.824 $ | -76,4 % | 1.662.587 $ | +1.177.398 $ | +242,7 % | |||
| IFG Advisory, LLC | 1.619.515 $ | +149.318 $ | +10,2 % | 1.470.197 $ | +37.357 $ | +2,6 % | ||||||
| EverSource Wealth Advisors, LLC | 1.503.406 $ | +1.480.930 $ | +6.588,9 % | 22.476 $ | -9.243 $ | -29,1 % | 31.719 $ | +6.026 $ | +23,5 % | 25.693 $ | +94 $ | +0,4 % |
| Contango Wealth Management LLC | 1.356.178 $ | |||||||||||
| 17 CAPITAL PARTNERS, LLC | 1.339.073 $ | +380.450 $ | +39,7 % | 958.623 $ | +58.361 $ | +6,5 % | 900.262 $ | +47.403 $ | +5,6 % | |||
| Advisory Services Network, LLC | 1.244.260 $ | +250.279 $ | +25,2 % | 993.981 $ | +25.389 $ | +2,6 % | 968.592 $ | -23.496 $ | -2,4 % | |||
| MN Wealth Advisors, LLC | 1.107.799 $ | -107.522 $ | -8,8 % | 1.215.321 $ | +234.279 $ | +23,9 % | 981.042 $ | +11.389 $ | +1,2 % | 969.653 $ | +3.382 $ | +0,4 % |
| OSAIC HOLDINGS, INC. | 1.203.535 $ | +169.962 $ | +16,4 % | 1.033.573 $ | +93.349 $ | +9,9 % | 940.224 $ | -31.932 $ | -3,3 % | |||
| Triumph Capital Management | 1.197.489 $ | +275.888 $ | +29,9 % | 921.601 $ | +575.345 $ | +166,2 % | 346.256 $ | +106.232 $ | +44,3 % | 240.024 $ | -41.908 $ | -14,9 % |
| Mirae Asset Global Investments Co., Ltd. | 1.191.572 $ | |||||||||||
| Integrated Wealth Concepts LLC | 1.140.863 $ | +192.219 $ | +20,3 % | 948.644 $ | -144.147 $ | -13,2 % | ||||||
| TSA Wealth Managment LLC | 1.077.549 $ | -8.989 $ | -0,8 % | 1.086.538 $ | -24.565 $ | -2,2 % | 1.111.103 $ | -3.490 $ | -0,3 % | 1.114.593 $ | +3.499 $ | +0,3 % |
| AE Wealth Management LLC | 1.101.358 $ | +243.453 $ | +28,4 % | 857.905 $ | +831.667 $ | +3.169,7 % | 26.238 $ | +18.022 $ | +219,4 % | |||
| Cambridge Investment Research Advisors, Inc. | 804.000 $ | -268.000 $ | -25,0 % | 1.072.000 $ | +190.000 $ | +21,5 % | 882.000 $ | +71.000 $ | +8,8 % | 811.000 $ | +190.000 $ | +30,6 % |
| Gallacher Capital Management LLC | 645.522 $ | -280.389 $ | -30,3 % | 925.911 $ | +63.188 $ | +7,3 % | 862.723 $ | -208.374 $ | -19,5 % | 1.071.097 $ | +13.787 $ | +1,3 % |
| Private Advisor Group, LLC | 1.028.768 $ | +281.573 $ | +37,7 % | 747.195 $ | -21.566 $ | -2,8 % | 768.761 $ | -16.796 $ | -2,1 % | |||
| MONEYWISE, INC. | 1.023.201 $ | +820.391 $ | +404,5 % | 202.810 $ | ||||||||
| Linscomb Wealth, Inc. | 993.532 $ | +131.667 $ | +15,3 % | 861.865 $ | +357.898 $ | +71,0 % | 503.967 $ | |||||
| KICKSTAND VENTURES, LLC. | 854.258 $ | +130.910 $ | +18,1 % | 723.348 $ | +7.364 $ | +1,0 % | 715.984 $ | +33.832 $ | +5,0 % | |||
| Zhang Financial LLC | 309.023 $ | -529.449 $ | -63,1 % | 838.472 $ | ||||||||
| Elevation Capital Advisory, LLC | 837.680 $ | -1.674.249 $ | -66,7 % | |||||||||
| GTS SECURITIES LLC | 817.596 $ | +185.668 $ | +29,4 % | 631.928 $ | -36.849 $ | -5,5 % | ||||||
| Stonebridge Financial Group, LLC/CA | 797.000 $ | |||||||||||
| NewEdge Advisors, LLC | 764.529 $ | +321.482 $ | +72,6 % | 443.047 $ | +7.944 $ | +1,8 % | 435.103 $ | +401.627 $ | +1.199,7 % | |||
| One Wealth Advisors, LLC | 728.119 $ | +61.145 $ | +9,2 % | 666.974 $ | -17.320 $ | -2,5 % | 684.294 $ | +143.313 $ | +26,5 % | |||
| Creative Planning | 713.565 $ | +210.969 $ | +42,0 % | 502.596 $ | +118.572 $ | +30,9 % | 384.024 $ | +676 $ | +0,2 % | 383.348 $ | -20.542 $ | -5,1 % |
| Patten Group, Inc. | 674.552 $ | -37.757 $ | -5,3 % | 712.309 $ | +146.196 $ | +25,8 % | 566.113 $ | +34.475 $ | +6,5 % | 531.638 $ | -23.400 $ | -4,2 % |
| Asempa Wealth Advisors | 695.929 $ | +1.396 $ | +0,2 % | 694.533 $ | +143.847 $ | +26,1 % | 550.686 $ | +35.268 $ | +6,8 % | 515.418 $ | ||
| JANE STREET GROUP, LLC | 671.716 $ | +172.029 $ | +34,4 % | 499.687 $ | ||||||||
| Pinnacle Financial Partners, Inc. | 666.504 $ | |||||||||||
| LAKE STREET PRIVATE WEALTH, LLC | 535.024 $ | -127.291 $ | -19,2 % | 662.315 $ | +71.547 $ | +12,1 % | 590.768 $ | +52.656 $ | +9,8 % | 538.112 $ | +8.945 $ | +1,7 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 660.830 $ | +135.742 $ | +25,9 % | 525.088 $ | -32.133 $ | -5,8 % | 557.221 $ | +181.094 $ | +48,1 % | |||
| Prospera Financial Services Inc | 471.180 $ | -163.435 $ | -25,8 % | 634.615 $ | +94.183 $ | +17,4 % | 540.432 $ | +40.293 $ | +8,1 % | 500.139 $ | +29.757 $ | +6,3 % |
| Brookwood Investment Group LLC | 633.002 $ | +27.359 $ | +4,5 % | 605.643 $ | +26.913 $ | +4,7 % | 578.730 $ | +38.360 $ | +7,1 % | |||
| Cerity Partners LLC | 622.405 $ | +127.744 $ | +25,8 % | 494.661 $ | ||||||||
| DAYMARK WEALTH PARTNERS, LLC | 588.284 $ | -14.893 $ | -2,5 % | 603.177 $ | +123.798 $ | +25,8 % | 479.379 $ | -1.624 $ | -0,3 % | 481.003 $ | -2.058 $ | -0,4 % |
| CENTAURUS FINANCIAL, INC. | 602.000 $ | +18.000 $ | +3,1 % | |||||||||
| Brightwater Advisory LLC | 599.075 $ | +122.956 $ | +25,8 % | 476.119 $ | -3.112 $ | -0,6 % | 479.231 $ | -34.589 $ | -6,7 % | |||
| Mayflower Financial Advisors, LLC | 574.462 $ | -14.065 $ | -2,4 % | 588.527 $ | -2.197 $ | -0,4 % | 590.724 $ | +17.692 $ | +3,1 % | |||
| Farther Finance Advisors, LLC | 541.419 $ | -12.270 $ | -2,2 % | 553.689 $ | +438.707 $ | +381,5 % | 114.982 $ | +1.103 $ | +1,0 % | 113.879 $ | +413 $ | +0,4 % |
| Midwest Trust Co | 523.938 $ | -13.264 $ | -2,5 % | 537.202 $ | +110.257 $ | +25,8 % | 426.945 $ | |||||
| Sanctuary Advisors, LLC | 516.606 $ | +190.386 $ | +58,4 % | 326.220 $ | +71.952 $ | +28,3 % | 254.268 $ | |||||
| Kestra Advisory Services, LLC | 514.007 $ | +248.794 $ | +93,8 % | 265.213 $ | +212.158 $ | +399,9 % | 53.055 $ | |||||
| Concurrent Investment Advisors, LLC | 490.882 $ | +197.468 $ | +67,3 % | 293.414 $ | ||||||||
| Able Wealth Management LLC | 451.570 $ | +21.745 $ | +5,1 % | 429.825 $ | -60.310 $ | -12,3 % | 490.135 $ | +16.980 $ | +3,6 % | 473.155 $ | -228.492 $ | -32,6 % |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 489.000 $ | +213.000 $ | +77,2 % | 276.000 $ | +76.000 $ | +38,0 % | 200.000 $ | |||||
| AXXCESS WEALTH MANAGEMENT, LLC | 447.913 $ | +56.780 $ | +14,5 % | 391.133 $ | +80.282 $ | +25,8 % | 310.851 $ | -1.047 $ | -0,3 % | 311.898 $ | +1.138 $ | +0,4 % |
| Castleview Partners, LLC | 430.419 $ | -11.751 $ | -2,7 % | 442.170 $ | +105.287 $ | +31,3 % | 336.883 $ | +10.785 $ | +3,3 % | 326.098 $ | +18.770 $ | +6,1 % |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 346.500 $ | -83.706 $ | -19,5 % | 430.206 $ | +88.272 $ | +25,8 % | 341.934 $ | -24.261 $ | -6,6 % | 366.195 $ | +1.265 $ | +0,3 % |
| Janney Montgomery Scott LLC | 430.000 $ | +111.000 $ | +34,8 % | 319.000 $ | -33.000 $ | -9,4 % | 352.000 $ | -18.000 $ | -4,9 % | |||
| TBH Global Asset Management, LLC | 428.155 $ | +125.164 $ | +41,3 % | 302.991 $ | +42.041 $ | +16,1 % | ||||||
| Cypress Wealth Services, LLC | 256.876 $ | -168.715 $ | -39,6 % | 425.591 $ | +8.698 $ | +2,1 % | 416.893 $ | -2.093 $ | -0,5 % | 418.986 $ | +1.520 $ | +0,4 % |
| MARSHALL WACE, LLP | 416.281 $ | |||||||||||
| Vestmark Advisory Solutions, Inc. | 415.690 $ | |||||||||||
| Mariner, LLC | 386.004 $ | +77.991 $ | +25,3 % | 308.013 $ | -99.149 $ | -24,4 % | 407.162 $ | |||||
| Ameritas Advisory Services, LLC | 376.759 $ | |||||||||||
| FMR LLC | 372.874 $ | +48.384 $ | +14,9 % | 324.490 $ | +98.373 $ | +43,5 % | 226.117 $ | -60.296 $ | -21,1 % | |||
| FLORIDA FINANCIAL ADVISORS, LLC | 366.223 $ | +157.387 $ | +75,4 % | 208.836 $ | ||||||||
| Patriot Financial Group Insurance Agency, LLC | 352.776 $ | |||||||||||
| MGO ONE SEVEN LLC | 295.957 $ | -38.391 $ | -11,5 % | 334.348 $ | +38.627 $ | +13,1 % | 295.721 $ | +55.044 $ | +22,9 % | 240.677 $ | +4.642 $ | +2,0 % |
| Burk Holdings LLC | 314.893 $ | -7.291 $ | -2,3 % | 322.184 $ | +66.126 $ | +25,8 % | 256.058 $ | -868 $ | -0,3 % | 256.926 $ | +932 $ | +0,4 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 320.475 $ | +121.605 $ | +61,1 % | 198.870 $ | +75.927 $ | +61,8 % | 122.943 $ | +9.274 $ | +8,2 % | |||
| RHS Financial, LLC | 298.561 $ | |||||||||||
| AWM CAPITAL, LLC | 290.200 $ | -6.719 $ | -2,3 % | 296.919 $ | +61.369 $ | +26,1 % | 235.550 $ | -370 $ | -0,2 % | 235.920 $ | +1.434 $ | +0,6 % |
| MLG Wealth Management DBA Pine Grove Financial Group | 290.641 $ | +30.244 $ | +11,6 % | 260.397 $ | +53.445 $ | +25,8 % | 206.952 $ | -701 $ | -0,3 % | 207.653 $ | ||
| MML INVESTORS SERVICES, LLC | 283.451 $ | |||||||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 282.557 $ | |||||||||||
| Ascent Group, LLC | 240.715 $ | -41.132 $ | -14,6 % | 281.847 $ | +24.906 $ | +9,7 % | 256.941 $ | +51.333 $ | +25,0 % | 205.608 $ | ||
| Detalus Advisors, LLC | 215.126 $ | -59.884 $ | -21,8 % | 275.010 $ | +22.619 $ | +9,0 % | 252.391 $ | -16.529 $ | -6,1 % | 268.920 $ | +17.815 $ | +7,1 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 274.804 $ | +52.468 $ | +23,6 % | 222.336 $ | ||||||||
| Stratos Wealth Partners, LTD. | 274.156 $ | |||||||||||
| Independent Wealth Network Inc. | 266.080 $ | +36.160 $ | +15,7 % | 229.920 $ | ||||||||
| Summit Trail Advisors, LLC | 262.191 $ | |||||||||||
| FLOW TRADERS U.S. LLC | 255.000 $ | |||||||||||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 241.116 $ | +25.217 $ | +11,7 % | 215.899 $ | ||||||||
| Andrew Hill Investment Advisors, Inc. | 238.881 $ | |||||||||||
| Vertex Planning Partners, LLC | 231.642 $ | |||||||||||
| Chicago Partners Investment Group LLC | 230.181 $ | |||||||||||
| Cresset Asset Management, LLC | 218.219 $ | |||||||||||
| Summit Financial, LLC | 213.793 $ | |||||||||||
| CITADEL ADVISORS LLC | 212.492 $ | -87.095 $ | -29,1 % | |||||||||
| Savvy Advisors, Inc. | 211.226 $ | |||||||||||
| AMERIPRISE FINANCIAL INC | 209.975 $ | +6.079 $ | +3,0 % | 203.896 $ | -2.190 $ | -1,1 % | 206.086 $ | |||||
| BASSO CAPITAL MANAGEMENT, L.P. | 208.375 $ | |||||||||||
| WELLS FARGO & COMPANY/MN | 207.306 $ | +188.550 $ | +1.005,3 % | 18.756 $ | -94.666 $ | -83,5 % | 113.422 $ | +2.590 $ | +2,3 % | |||
| GOLDMAN SACHS GROUP INC | 205.866 $ | |||||||||||
| J.W. COLE ADVISORS, INC. | 200.632 $ | -5.079 $ | -2,5 % | 205.711 $ | ||||||||
| Acropolis Investment Management, LLC | 162.700 $ | -4.118 $ | -2,5 % | 166.818 $ | +31.453 $ | +23,2 % | 135.365 $ | |||||
| Rossby Financial, LCC | 159.896 $ | -3.589 $ | -2,2 % | 163.485 $ | +76.234 $ | +87,4 % | 87.251 $ | +837 $ | +1,0 % | 86.414 $ | +317 $ | +0,4 % |
| Smartleaf Asset Management LLC | 141.344 $ | +31.280 $ | +28,4 % | 110.064 $ | +62.819 $ | +133,0 % | 47.245 $ | +670 $ | +1,4 % | |||
| FIFTH THIRD BANCORP | 93.769 $ | -2.374 $ | -2,5 % | 96.143 $ | -34.943 $ | -26,7 % | 131.086 $ | +76.225 $ | +138,9 % | 54.861 $ | +199 $ | +0,4 % |
| NATIONAL BANK OF CANADA /FI/ | 123.844 $ | +25.360 $ | +25,8 % | 98.484 $ | -319 $ | -0,3 % | 98.803 $ | +435 $ | +0,4 % | |||
| BlackRock, Inc. | 123.829 $ | -49.187 $ | -28,4 % | |||||||||
| Gleason Group, Inc. | 104.168 $ | -5.746 $ | -5,2 % | 109.914 $ | ||||||||
| Root Financial Partners, LLC | 106.188 $ | +19.658 $ | +22,7 % | 86.530 $ | -293 $ | -0,3 % | 86.823 $ | +315 $ | +0,4 % | |||
| COMERICA BANK | 101.339 $ | +368 $ | +0,4 % | |||||||||
| IFP Advisors, Inc | 94.019 $ | +27.702 $ | +41,8 % | 66.317 $ | +13.271 $ | +25,0 % | 53.046 $ | +28.239 $ | +113,8 % | 24.807 $ | +973 $ | +4,1 % |
| Global Retirement Partners, LLC | 86.471 $ | +65.674 $ | +315,8 % | 20.797 $ | +4 $ | +0,0 % | ||||||
| Larson Financial Group LLC | 73.848 $ | -11.955 $ | -13,9 % | 85.803 $ | +12.235 $ | +16,6 % | 73.568 $ | -1.751 $ | -2,3 % | 75.319 $ | -764 $ | -1,0 % |
| HHM Wealth Advisors, LLC | 74.157 $ | +15.226 $ | +25,8 % | 58.931 $ | -193 $ | -0,3 % | 59.124 $ | +359 $ | +0,6 % | |||
| Lloyd Advisory Services, LLC. | 8.918 $ | -56.733 $ | -86,4 % | 65.651 $ | +53.472 $ | +439,1 % | 12.179 $ | |||||
| Privatperson | 59.018 $ | +12.085 $ | +25,7 % | 46.933 $ | +8.093 $ | +20,8 % | 38.840 $ | |||||
| Ascentis Independent Advisors | 56.926 $ | +34.445 $ | +153,2 % | 22.481 $ | ||||||||
| HAZLETT, BURT & WATSON, INC. | 54.000 $ | -2.000 $ | -3,6 % | 56.000 $ | +12.000 $ | +27,3 % | 44.000 $ | +0 $ | +0,0 % | 44.000 $ | +0 $ | +0,0 % |
| Ashton Thomas Private Wealth, LLC | 49.010 $ | -6.795 $ | -12,2 % | 55.805 $ | +11.453 $ | +25,8 % | 44.352 $ | |||||
| ASSETMARK, INC | 51.844 $ | +30.650 $ | +144,6 % | 21.194 $ | +12.568 $ | +145,7 % | 8.626 $ | -29 $ | -0,3 % | 8.655 $ | +8.587 $ | +12.627,9 % |
| Arax Advisory Partners | 50.422 $ | |||||||||||
| Silver Grove Financial Group, Inc. | 45.342 $ | -1.148 $ | -2,5 % | 46.490 $ | ||||||||
| Legacy Wealth Managment, LLC/ID | 45.439 $ | -154 $ | -0,3 % | 45.593 $ | +166 $ | +0,4 % | ||||||
| Arlington Trust Co LLC | 15.837 $ | -26.893 $ | -62,9 % | 42.730 $ | +8.770 $ | +25,8 % | 33.960 $ | -115 $ | -0,3 % | 34.075 $ | +123 $ | +0,4 % |
| HARBOUR INVESTMENTS, INC. | 15.789 $ | -476 $ | -2,9 % | 16.265 $ | -23.378 $ | -59,0 % | 39.643 $ | -21.624 $ | -35,3 % | |||
| Global Trust Asset Management, LLC | 34.090 $ | -863 $ | -2,5 % | 34.953 $ | ||||||||
| UBS Group AG | 31.535 $ | |||||||||||
| Allworth Financial LP | 30.082 $ | +14.699 $ | +95,6 % | 15.383 $ | -8.525 $ | -35,7 % | 23.908 $ | -81 $ | -0,3 % | 23.989 $ | +6.537 $ | +37,5 % |
| TWIN PEAKS WEALTH ADVISORS, LLC | 17.252 $ | |||||||||||
| Family Capital Trust Co | 15.336 $ | -388 $ | -2,5 % | 15.724 $ | +3.228 $ | +25,8 % | 12.496 $ | +4.318 $ | +52,8 % | 8.178 $ | ||
| Cassaday & Co Wealth Management LLC | 14.837 $ | |||||||||||
| Kingdom Financial Group LLC. | 14.412 $ | +2.233 $ | +18,3 % | 12.179 $ | ||||||||
| MAI Capital Management | 14.313 $ | +87 $ | +0,6 % | |||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 11.803 $ | -274 $ | -2,3 % | 12.077 $ | +2.497 $ | +26,1 % | 9.580 $ | -16 $ | -0,2 % | 9.596 $ | +59 $ | +0,6 % |
| FWL INVESTMENT MANAGEMENT, LLC | 9.153 $ | +1.879 $ | +25,8 % | 7.274 $ | -25 $ | -0,3 % | 7.299 $ | +27 $ | +0,4 % | |||
| Rockefeller Capital Management L.P. | 9.086 $ | |||||||||||
| Bare Financial Services, Inc | 8.382 $ | +30 $ | +0,4 % | |||||||||
| SALEM INVESTMENT COUNSELORS INC | 7.692 $ | |||||||||||
| JONES FINANCIAL COMPANIES LLLP | 7.224 $ | |||||||||||
| IFC & Insurance Marketing, Inc. | 7.000 $ | |||||||||||
| Key FInancial Inc | 5.418 $ | -137 $ | -2,5 % | 5.555 $ | ||||||||
| Vermillion Wealth Management, Inc. | 4.501 $ | |||||||||||
| VANGUARD ADVISERS INC | 3.418 $ | +701 $ | +25,8 % | 2.717 $ | ||||||||
| ATWOOD & PALMER INC | 3.204 $ | |||||||||||
| Spire Wealth Management | 1.624 $ | -210 $ | -11,5 % | 1.834 $ | -6 $ | -0,3 % | 1.840 $ | +7 $ | +0,4 % | |||
| Golden State Wealth Management, LLC | 667 $ | -17 $ | -2,5 % | 684 $ | ||||||||
| VIMA LLC | 583 $ | |||||||||||
| Trust Co | 18 $ | |||||||||||
| Total | 1.516.607.787 $ | +32.753.685 $ | +97,6 % | 1.857.897.305 $ | +459.003.636 $ | +55,5 % | 1.389.954.684 $ | -208.443.085 $ | +39,3 % | 1.590.614.786 $ | +89.539.773 $ | +157,7 % |
Not investment advice, no individual recommendation.
The figures shown here are an aggregated evaluation of publicly available
regulatory filings and public registers and do not constitute an assessment or
recommendation regarding individual securities, funds, or issuers.
Conflicts of interest: The operator may receive affiliate compensation via linked providers (e.g. brokers) and may hold positions in the securities discussed. Methodology: Calculation basis.
Conflicts of interest: The operator may receive affiliate compensation via linked providers (e.g. brokers) and may hold positions in the securities discussed. Methodology: Calculation basis.
Not investment advice, no individual recommendation.
Aggregated evaluation of public regulatory filings, no assessment of individual
securities. The operator may receive affiliate compensation via linked providers
and may hold positions.
Legal notices.