| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 605.790.229 $ | -30.497.554 $ | +4,3 % | 1.770.645.732 $ | +276.181.647 $ | +39,9 % | 1.508.499.985 $ | -128.547.540 $ | +19,6 % | 1.636.646.769 $ | -62.772.721 $ | +11,3 % |
| Nicht ausgewiesen | 255.526.590 $ | -1.865.437 $ | -0,7 % | 257.392.027 $ | -4.079.690 $ | -1,6 % | 261.471.717 $ | -45.326.263 $ | -14,8 % | |||
| Penserra Capital Management LLC | 145.201.000 $ | +14.170.000 $ | +10,8 % | 131.031.000 $ | +6.061.000 $ | +4,8 % | 124.970.000 $ | -131.000 $ | -0,1 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 57.619.221 $ | -19.095.977 $ | -24,9 % | 76.715.198 $ | +17.001.390 $ | +28,5 % | 59.713.808 $ | -42.837.398 $ | -41,8 % | 102.551.206 $ | +2.495.206 $ | +2,5 % |
| OSAIC HOLDINGS, INC. | 81.907.515 $ | +27.302.709 $ | +50,0 % | 54.604.806 $ | -9.990.816 $ | -15,5 % | 64.595.622 $ | -20.411.268 $ | -24,0 % | |||
| Focus Partners Wealth | 78.350.978 $ | +10.397.014 $ | +15,3 % | 67.953.964 $ | -1.864.044 $ | -2,7 % | 69.818.008 $ | +66.520.277 $ | +2.017,2 % | |||
| Steward Partners Investment Advisory, LLC | 65.164.255 $ | +61.593.070 $ | +1.724,7 % | 3.571.185 $ | -43.402 $ | -1,2 % | 3.614.587 $ | +139.496 $ | +4,0 % | |||
| Brookstone Capital Management | 48.129.378 $ | -1.829.805 $ | -3,7 % | 49.959.183 $ | -263.912 $ | -0,5 % | 50.223.095 $ | -1.321.056 $ | -2,6 % | 51.544.151 $ | -179.391 $ | -0,3 % |
| LPL Financial LLC | 43.344.109 $ | +1.210.856 $ | +2,9 % | 42.133.253 $ | +5.814.794 $ | +16,0 % | 36.318.459 $ | -2.628.521 $ | -6,7 % | 38.946.980 $ | +5.605.301 $ | +16,8 % |
| HighTower Advisors, LLC | 42.354.837 $ | +2.205.834 $ | +5,5 % | 40.149.003 $ | -2.883.131 $ | -6,7 % | 43.032.134 $ | +896.641 $ | +2,1 % | |||
| BLAIR WILLIAM & CO/IL | 41.631.892 $ | +6.611.048 $ | +18,9 % | 35.020.844 $ | -1.810.864 $ | -4,9 % | 36.831.708 $ | +1.549.881 $ | +4,4 % | |||
| Cetera Investment Advisers | 32.967.607 $ | +7.173.325 $ | +27,8 % | 25.794.282 $ | -834.373 $ | -3,1 % | 26.628.655 $ | +2.382.358 $ | +9,8 % | |||
| RAYMOND JAMES FINANCIAL INC | 30.962.541 $ | +6.719.070 $ | +27,7 % | 24.243.471 $ | -1.202.257 $ | -4,7 % | 25.445.728 $ | +3.295.529 $ | +14,9 % | |||
| Berkshire Money Management, Inc. | 2.472.810 $ | -37.168 $ | -1,5 % | 2.509.978 $ | -2.099.199 $ | -45,5 % | 4.609.177 $ | -22.075.419 $ | -82,7 % | 26.684.596 $ | +524.676 $ | +2,0 % |
| ENVESTNET ASSET MANAGEMENT INC | 26.501.029 $ | +4.705.706 $ | +21,6 % | 21.795.323 $ | +338.053 $ | +1,6 % | 21.457.270 $ | -3.376.690 $ | -13,6 % | |||
| Kestra Advisory Services, LLC | 23.969.407 $ | +1.564.075 $ | +7,0 % | 22.405.332 $ | -1.231.268 $ | -5,2 % | 23.636.600 $ | +2.455.012 $ | +11,6 % | 21.181.588 $ | +2.151.127 $ | +11,3 % |
| Beacon Pointe Advisors, LLC | 19.588.522 $ | +2.557.986 $ | +15,0 % | 17.030.536 $ | +5.023.784 $ | +41,8 % | 12.006.752 $ | +880.604 $ | +7,9 % | |||
| Bellwether Advisors, LLC | 18.212.151 $ | +3.153.908 $ | +20,9 % | 15.058.243 $ | -564.235 $ | -3,6 % | 15.622.478 $ | +2.017.060 $ | +14,8 % | |||
| Cambridge Investment Research Advisors, Inc. | 8.595.000 $ | -9.311.000 $ | -52,0 % | 17.906.000 $ | +8.887.000 $ | +98,5 % | 9.019.000 $ | -1.222.000 $ | -11,9 % | 10.241.000 $ | -1.342.000 $ | -11,6 % |
| TRUIST FINANCIAL CORP | 16.162.334 $ | -1.293.284 $ | -7,4 % | 17.455.618 $ | +1.890.820 $ | +12,1 % | 15.564.798 $ | -915.945 $ | -5,6 % | 16.480.743 $ | -127.718 $ | -0,8 % |
| CoreCap Advisors, LLC | 15.775.345 $ | -89.916 $ | -0,6 % | 15.865.261 $ | +1.152.648 $ | +7,8 % | 14.712.613 $ | -403.524 $ | -2,7 % | 15.116.137 $ | +1.151.850 $ | +8,2 % |
| Sunbelt Securities, Inc. | 13.062.748 $ | -2.128.612 $ | -14,0 % | 15.191.360 $ | -560.181 $ | -3,6 % | ||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14.864.200 $ | +7.324.651 $ | +97,1 % | 7.539.549 $ | -555.977 $ | -6,9 % | 8.095.526 $ | -14.835.106 $ | -64,7 % | |||
| Lineweaver Wealth Advisors, LLC | 14.407.274 $ | +253.761 $ | +1,8 % | 14.153.513 $ | +1.041.864 $ | +7,9 % | 13.111.649 $ | -51.257 $ | -0,4 % | 13.162.906 $ | +713.729 $ | +5,7 % |
| Advisory Alpha, LLC | 14.160.352 $ | +7.447.333 $ | +110,9 % | 6.713.019 $ | +61.015 $ | +0,9 % | 6.652.004 $ | -662.177 $ | -9,1 % | |||
| Lido Advisors, LLC | 1.580.817 $ | -11.538.655 $ | -88,0 % | 13.119.472 $ | +1.601.470 $ | +13,9 % | 11.518.002 $ | +184.055 $ | +1,6 % | 11.333.947 $ | ||
| MML INVESTORS SERVICES, LLC | 12.037.945 $ | +4.506.940 $ | +59,8 % | 7.531.005 $ | -5.179.454 $ | -40,7 % | 12.710.459 $ | +3.197.882 $ | +33,6 % | |||
| Tradition Wealth Management, LLC | 12.456.370 $ | +615.729 $ | +5,2 % | 11.840.641 $ | -95.197 $ | -0,8 % | 11.935.838 $ | +176.538 $ | +1,5 % | |||
| Soltis Investment Advisors LLC | 1.470.357 $ | +185.191 $ | +14,4 % | 1.285.166 $ | +617.723 $ | +92,6 % | 667.443 $ | -11.137.905 $ | -94,3 % | 11.805.348 $ | +884.716 $ | +8,1 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6.898.558 $ | +3.749.244 $ | +119,0 % | 3.149.314 $ | +580.671 $ | +22,6 % | 2.568.643 $ | -8.943.350 $ | -77,7 % | 11.511.993 $ | -6.112.172 $ | -34,7 % |
| Caprock Group, LLC | 6.548.916 $ | -4.491.012 $ | -40,7 % | 11.039.928 $ | -228.591 $ | -2,0 % | 11.268.519 $ | |||||
| KFG WEALTH MANAGEMENT, LLC | 10.376.704 $ | -740.224 $ | -6,7 % | 11.116.928 $ | +1.411.717 $ | +14,5 % | 9.705.211 $ | +13.479 $ | +0,1 % | 9.691.732 $ | -2.849.558 $ | -22,7 % |
| Cassady Wealth & Retirement Planning, LLC | 10.578.069 $ | +5.198.988 $ | +96,7 % | 5.379.081 $ | +163.485 $ | +3,1 % | 5.215.596 $ | |||||
| Chris Bulman Inc | 10.033.620 $ | -61.330 $ | -0,6 % | 10.094.950 $ | +967.844 $ | +10,6 % | 9.127.106 $ | +67.475 $ | +0,7 % | 9.059.631 $ | +883.214 $ | +10,8 % |
| MAI Capital Management | 10.079.554 $ | +6.412.576 $ | +174,9 % | 3.666.978 $ | -170.860 $ | -4,5 % | 3.837.838 $ | +690.848 $ | +22,0 % | |||
| McAdam, LLC | 8.700.697 $ | +114.784 $ | +1,3 % | 8.585.913 $ | -475.907 $ | -5,3 % | 9.061.820 $ | -526.645 $ | -5,5 % | 9.588.465 $ | +211.145 $ | +2,3 % |
| FAI Advisors, Inc. | 9.556.627 $ | +667.280 $ | +7,5 % | 8.889.347 $ | +644.654 $ | +7,8 % | 8.244.693 $ | -560.639 $ | -6,4 % | 8.805.332 $ | +165.554 $ | +1,9 % |
| Pathstone Holdings, LLC | 6.311.516 $ | +1.669.113 $ | +36,0 % | 4.642.403 $ | -4.893.798 $ | -51,3 % | 9.536.201 $ | +270.050 $ | +2,9 % | |||
| Bullseye Investment Management, LLC | 164.544 $ | -8.984.602 $ | -98,2 % | 9.149.146 $ | +8.956.261 $ | +4.643,3 % | 192.885 $ | -2.732.611 $ | -93,4 % | |||
| Weaver Consulting Group | 8.909.058 $ | +640.473 $ | +7,7 % | 8.268.585 $ | +1.334.915 $ | +19,3 % | 6.933.670 $ | +76.890 $ | +1,1 % | 6.856.780 $ | +139.274 $ | +2,1 % |
| D.B. Root & Company, LLC | 8.544.127 $ | -295.930 $ | -3,3 % | 8.840.057 $ | +1.226.492 $ | +16,1 % | 7.613.565 $ | -628.004 $ | -7,6 % | 8.241.569 $ | +391.673 $ | +5,0 % |
| MTM FINANCIAL GROUP, LLC | 8.740.844 $ | +247.607 $ | +2,9 % | 8.493.237 $ | -265.213 $ | -3,0 % | 8.758.450 $ | -623.803 $ | -6,6 % | |||
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 8.393.062 $ | +3.417.437 $ | +68,7 % | 4.975.625 $ | -375.860 $ | -7,0 % | 5.351.485 $ | +445.300 $ | +9,1 % | |||
| CORRADO ADVISORS, LLC | 8.385.482 $ | +55.213 $ | +0,7 % | 8.330.269 $ | +2.006.348 $ | +31,7 % | 6.323.921 $ | -156.112 $ | -2,4 % | 6.480.033 $ | +492.168 $ | +8,2 % |
| OLD MISSION CAPITAL LLC | 6.847.227 $ | -1.520.843 $ | -18,2 % | 8.368.070 $ | +500.147 $ | +6,4 % | 7.867.923 $ | -26.912.894 $ | -77,4 % | |||
| BCS Wealth Management | 4.233.927 $ | -26.898 $ | -0,6 % | 4.260.825 $ | +167.927 $ | +4,1 % | 4.092.898 $ | -4.193.731 $ | -50,6 % | 8.286.629 $ | +4.360.458 $ | +111,1 % |
| Dakota Wealth Management | 8.241.588 $ | +7.215.640 $ | +703,3 % | 1.025.948 $ | +14.508 $ | +1,4 % | 1.011.440 $ | +267.743 $ | +36,0 % | |||
| Weaver Capital Management LLC | 6.924.054 $ | -852.657 $ | -11,0 % | 7.776.711 $ | +0 $ | +0,0 % | 7.776.711 $ | -120.870 $ | -1,5 % | 7.897.581 $ | -1.026.723 $ | -11,5 % |
| MBL Wealth, LLC | 7.491.545 $ | -372.120 $ | -4,7 % | 7.863.665 $ | +698.122 $ | +9,7 % | 7.165.543 $ | +1.517.250 $ | +26,9 % | 5.648.293 $ | +586.017 $ | +11,6 % |
| CRA Financial Services, LLC | 7.852.299 $ | +627.006 $ | +8,7 % | 7.225.293 $ | +650.816 $ | +9,9 % | 6.574.477 $ | -265.665 $ | -3,9 % | 6.840.142 $ | -992.868 $ | -12,7 % |
| Janney Montgomery Scott LLC | 7.669.000 $ | +2.127.000 $ | +38,4 % | 5.542.000 $ | -1.203.000 $ | -17,8 % | 6.745.000 $ | +1.166.000 $ | +20,9 % | |||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7.660.696 $ | +269.482 $ | +3,6 % | 7.391.214 $ | +1.982.933 $ | +36,7 % | 5.408.281 $ | -56.382 $ | -1,0 % | 5.464.663 $ | -531.075 $ | -8,9 % |
| Keating Financial Advisory Services, Inc. | 7.324.823 $ | +488.263 $ | +7,1 % | 6.836.560 $ | -356.967 $ | -5,0 % | 7.193.527 $ | |||||
| Belpointe Asset Management LLC | 7.306.903 $ | +574.889 $ | +8,5 % | 6.732.014 $ | -413.011 $ | -5,8 % | 7.145.025 $ | +867.849 $ | +13,8 % | |||
| Global Strategic Investment Solutions, LLC | 5.710.214 $ | -36.986 $ | -0,6 % | 5.747.200 $ | +216.248 $ | +3,9 % | 5.530.952 $ | -1.743.135 $ | -24,0 % | 7.274.087 $ | -109.861 $ | -1,5 % |
| OneDigital Investment Advisors LLC | 7.205.262 $ | +612.897 $ | +9,3 % | 6.592.365 $ | -272.846 $ | -4,0 % | 6.865.211 $ | +120.629 $ | +1,8 % | |||
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7.201.548 $ | +699.586 $ | +10,8 % | 6.501.962 $ | +652.068 $ | +11,1 % | 5.849.894 $ | +487.510 $ | +9,1 % | 5.362.384 $ | -2.722.272 $ | -33,7 % |
| Concurrent Investment Advisors, LLC | 6.919.698 $ | +3.296.618 $ | +91,0 % | 3.623.080 $ | +1.189.868 $ | +48,9 % | 2.433.212 $ | +55.775 $ | +2,3 % | 2.377.437 $ | +168.112 $ | +7,6 % |
| GILL CAPITAL PARTNERS, LLC | 6.477.547 $ | -374.763 $ | -5,5 % | 6.852.310 $ | +1.038.025 $ | +17,9 % | 5.814.285 $ | +40.157 $ | +0,7 % | 5.774.128 $ | +522.434 $ | +9,9 % |
| World Investment Advisors | 6.840.739 $ | +119.716 $ | +1,8 % | 6.721.023 $ | -109.331 $ | -1,6 % | 6.830.354 $ | +464.188 $ | +7,3 % | |||
| Outlook Wealth Advisors, LLC | 6.015.593 $ | +399.180 $ | +7,1 % | 5.616.413 $ | +716.106 $ | +14,6 % | 4.900.307 $ | -1.775.647 $ | -26,6 % | 6.675.954 $ | +190.663 $ | +2,9 % |
| Southland Equity Partners LLC | 6.588.690 $ | +36.086 $ | +0,6 % | 6.552.604 $ | +244.684 $ | +3,9 % | 6.307.920 $ | -90.184 $ | -1,4 % | 6.398.104 $ | -21.625 $ | -0,3 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 6.528.248 $ | +108.160 $ | +1,7 % | 6.420.088 $ | +9.671 $ | +0,2 % | 6.410.417 $ | -144.215 $ | -2,2 % | 6.554.632 $ | +421.936 $ | +6,9 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 6.514.666 $ | +840.322 $ | +14,8 % | 5.674.344 $ | +48.869 $ | +0,9 % | 5.625.475 $ | -5.625.718 $ | -50,0 % | |||
| Trek Financial, LLC | 6.301.813 $ | -13.736 $ | -0,2 % | 6.315.549 $ | +1.781.779 $ | +39,3 % | 4.533.770 $ | -798.178 $ | -15,0 % | 5.331.948 $ | -197.255 $ | -3,6 % |
| YARGER WEALTH STRATEGIES, LLC | 5.842.562 $ | +373.409 $ | +6,8 % | 5.469.153 $ | -547.309 $ | -9,1 % | 6.016.462 $ | +118.777 $ | +2,0 % | |||
| Castle Rock Wealth Management, LLC | 5.795.043 $ | +34.278 $ | +0,6 % | 5.760.765 $ | +343.599 $ | +6,3 % | 5.417.166 $ | -127.366 $ | -2,3 % | 5.544.532 $ | +37.672 $ | +0,7 % |
| Pinnacle Wealth Management Group, Inc. | 4.765.905 $ | +111.433 $ | +2,4 % | 4.654.472 $ | -1.011.483 $ | -17,9 % | 5.665.955 $ | -110.467 $ | -1,9 % | 5.776.422 $ | +346.819 $ | +6,4 % |
| HARBOUR INVESTMENTS, INC. | 5.440.592 $ | +2.972.726 $ | +120,5 % | 2.467.866 $ | -469.171 $ | -16,0 % | 2.937.037 $ | -900.528 $ | -23,5 % | |||
| ARS Wealth Advisors Group, LLC | 5.370.039 $ | +48.995 $ | +0,9 % | 5.321.044 $ | +176.914 $ | +3,4 % | 5.144.130 $ | -84.316 $ | -1,6 % | 5.228.446 $ | +61.353 $ | +1,2 % |
| Catalina Capital Group, LLC | 5.358.995 $ | +255.772 $ | +5,0 % | 5.103.223 $ | ||||||||
| Mariner, LLC | 4.757.829 $ | +1.952.021 $ | +69,6 % | 2.805.808 $ | -2.530.323 $ | -47,4 % | 5.336.131 $ | -1.181.676 $ | -18,1 % | |||
| Cresset Asset Management, LLC | 5.316.015 $ | +1.506.900 $ | +39,6 % | 3.809.115 $ | +156.238 $ | +4,3 % | 3.652.877 $ | +206.830 $ | +6,0 % | |||
| Atria Investments, Inc | 5.298.685 $ | +15.615 $ | +0,3 % | 5.283.070 $ | +2.498.147 $ | +89,7 % | 2.784.923 $ | -2.314.383 $ | -45,4 % | 5.099.306 $ | -3.090.146 $ | -37,7 % |
| Patriot Financial Group Insurance Agency, LLC | 2.861.323 $ | +94.386 $ | +3,4 % | 2.766.937 $ | -2.260.285 $ | -45,0 % | 5.027.222 $ | +2.541.267 $ | +102,2 % | 2.485.955 $ | +119.484 $ | +5,0 % |
| CWM, LLC | 5.015.750 $ | +26.750 $ | +0,5 % | 4.989.000 $ | +482.000 $ | +10,7 % | ||||||
| Diligent Investors, LLC | 4.998.576 $ | +50.878 $ | +1,0 % | 4.947.698 $ | +1.286.902 $ | +35,2 % | 3.660.796 $ | -148.893 $ | -3,9 % | 3.809.689 $ | +239.648 $ | +6,7 % |
| Triton Financial Group Inc | 2.667.022 $ | -2.294.596 $ | -46,2 % | 4.961.618 $ | +2.610.034 $ | +111,0 % | 2.351.584 $ | +28.089 $ | +1,2 % | |||
| Forvis Mazars Wealth Advisors, LLC | 4.754.352 $ | -46.711 $ | -1,0 % | 4.801.063 $ | +100.974 $ | +2,1 % | 4.700.089 $ | -243.059 $ | -4,9 % | 4.943.148 $ | -181.926 $ | -3,5 % |
| WEALTH ALLIANCE, LLC | 4.785.302 $ | +674.217 $ | +16,4 % | 4.111.085 $ | -152.438 $ | -3,6 % | 4.263.523 $ | +175.539 $ | +4,3 % | |||
| GTS FINANCIAL, LLC | 4.782.494 $ | |||||||||||
| Integrity Advisory Solutions, LLC | 4.740.859 $ | +842.009 $ | +21,6 % | 3.898.850 $ | +2.363.021 $ | +153,9 % | 1.535.829 $ | +670.106 $ | +77,4 % | 865.723 $ | +578.038 $ | +200,9 % |
| Todd Wealth Management, LLC | 3.670.803 $ | -1.047.135 $ | -22,2 % | 4.717.938 $ | +1.586.567 $ | +50,7 % | 3.131.371 $ | +40.997 $ | +1,3 % | 3.090.374 $ | ||
| CAPTRUST FINANCIAL ADVISORS | 4.590.408 $ | +273.245 $ | +6,3 % | 4.317.163 $ | -43.788 $ | -1,0 % | 4.360.951 $ | +1.299.032 $ | +42,4 % | |||
| Americana Partners, LLC | 223.690 $ | +14.495 $ | +6,9 % | 209.195 $ | -3.291.314 $ | -94,0 % | 3.500.509 $ | -965.355 $ | -21,6 % | 4.465.864 $ | -180.112 $ | -3,9 % |
| Capital Analysts, LLC | 4.381.000 $ | +425.000 $ | +10,7 % | 3.956.000 $ | -75.000 $ | -1,9 % | 4.031.000 $ | -1.565.000 $ | -28,0 % | |||
| Farther Finance Advisors, LLC | 4.063.467 $ | -102.528 $ | -2,5 % | 4.165.995 $ | +718.362 $ | +20,8 % | 3.447.633 $ | +1.302.924 $ | +60,8 % | 2.144.709 $ | -213.344 $ | -9,0 % |
| NewEdge Advisors, LLC | 4.131.450 $ | +1.091.536 $ | +35,9 % | 3.039.914 $ | -329.820 $ | -9,8 % | 3.369.734 $ | +55.929 $ | +1,7 % | |||
| AssuredPartners Investment Advisors, LLC | 4.097.552 $ | +544.659 $ | +15,3 % | 3.552.893 $ | +73.087 $ | +2,1 % | 3.479.806 $ | |||||
| SYON CAPITAL LLC | 4.093.005 $ | |||||||||||
| MGO ONE SEVEN LLC | 1.543.593 $ | -145.773 $ | -8,6 % | 1.689.366 $ | -63.041 $ | -3,6 % | 1.752.407 $ | -2.318.561 $ | -57,0 % | 4.070.968 $ | -1.292.480 $ | -24,1 % |
| Advisory Services Network, LLC | 4.054.694 $ | +392.268 $ | +10,7 % | 3.662.426 $ | +30.710 $ | +0,8 % | 3.631.716 $ | +139.628 $ | +4,0 % | |||
| Cerity Partners LLC | 3.904.539 $ | +622.720 $ | +19,0 % | 3.281.819 $ | -93.038 $ | -2,8 % | 3.374.857 $ | +172.421 $ | +5,4 % | |||
| AE Wealth Management LLC | 3.552.483 $ | -161.863 $ | -4,4 % | 3.714.346 $ | -172.770 $ | -4,4 % | 3.887.116 $ | +553.345 $ | +16,6 % | |||
| RPg Family Wealth Advisory, LLC | 3.807.592 $ | -27.098 $ | -0,7 % | 3.834.690 $ | +7.658 $ | +0,2 % | ||||||
| Arax Advisory Partners | 3.824.670 $ | +2.338.721 $ | +157,4 % | 1.485.949 $ | +600.191 $ | +67,8 % | 885.758 $ | |||||
| ROVIN CAPITAL /UT/ /ADV | 3.802.000 $ | -3.517.000 $ | -48,1 % | |||||||||
| IFP Advisors, Inc | 3.785.534 $ | +205.783 $ | +5,7 % | 3.579.751 $ | +764.977 $ | +27,2 % | 2.814.774 $ | -323.992 $ | -10,3 % | 3.138.766 $ | -177.425 $ | -5,4 % |
| Clear Point Advisors Inc. | 3.495.269 $ | -92.214 $ | -2,6 % | 3.587.483 $ | -103.672 $ | -2,8 % | ||||||
| Spire Wealth Management | 3.337.481 $ | +65.328 $ | +2,0 % | 3.272.153 $ | +535.150 $ | +19,6 % | 2.737.003 $ | -720.490 $ | -20,8 % | 3.457.493 $ | -395.411 $ | -10,3 % |
| Prairie Wealth Advisors, Inc. | 3.382.580 $ | +73.937 $ | +2,2 % | 3.308.643 $ | +154.834 $ | +4,9 % | 3.153.809 $ | +2.876 $ | +0,1 % | |||
| Compass Advisory Group LLC | 3.324.776 $ | +228.906 $ | +7,4 % | 3.095.870 $ | -56.728 $ | -1,8 % | 3.152.598 $ | +273.640 $ | +9,5 % | |||
| Fortune Financial Group, Inc. | 3.284.378 $ | +63.961 $ | +2,0 % | 3.220.417 $ | +231.031 $ | +7,7 % | 2.989.386 $ | +20.386 $ | +0,7 % | 2.969.000 $ | ||
| HB Wealth Management, LLC | 3.279.483 $ | +539.988 $ | +19,7 % | 2.739.495 $ | +1.817.202 $ | +197,0 % | 922.293 $ | -19.096 $ | -2,0 % | 941.389 $ | +29.513 $ | +3,2 % |
| Sherry Group, Inc. | 3.251.323 $ | |||||||||||
| Cambridge Advisors Inc. | 2.812.462 $ | -291.100 $ | -9,4 % | 3.103.562 $ | +4.490 $ | +0,1 % | 3.099.072 $ | -112.047 $ | -3,5 % | 3.211.119 $ | +27.109 $ | +0,9 % |
| Jacobi Capital Management LLC | 2.814.177 $ | +70.176 $ | +2,6 % | 2.744.001 $ | +142.532 $ | +5,5 % | 2.601.469 $ | -582.224 $ | -18,3 % | 3.183.693 $ | +93.485 $ | +3,0 % |
| Ashton Thomas Private Wealth, LLC | 3.174.357 $ | +311.309 $ | +10,9 % | 2.863.048 $ | +2.703.232 $ | +1.691,5 % | 159.816 $ | |||||
| CreativeOne Wealth, LLC | 3.088.263 $ | +1.259.362 $ | +68,9 % | 1.828.901 $ | -311.061 $ | -14,5 % | 2.139.962 $ | +46.855 $ | +2,2 % | |||
| WPWealth LLP | 2.802.159 $ | -236.670 $ | -7,8 % | 3.038.829 $ | -6.439 $ | -0,2 % | 3.045.268 $ | +75.036 $ | +2,5 % | |||
| Berger Financial Group, Inc | 2.418.954 $ | -102.017 $ | -4,0 % | 2.520.971 $ | -366.722 $ | -12,7 % | 2.887.693 $ | -200.994 $ | -6,5 % | |||
| CENTRAL VALLEY ADVISORS, LLC | 2.869.449 $ | +59.213 $ | +2,1 % | 2.810.236 $ | +122.481 $ | +4,6 % | 2.687.755 $ | +303.542 $ | +12,7 % | 2.384.213 $ | +45.257 $ | +1,9 % |
| AlphaCore Capital LLC | 2.864.349 $ | +74.237 $ | +2,7 % | 2.790.112 $ | +36.112 $ | +1,3 % | 2.754.000 $ | -100.404 $ | -3,5 % | 2.854.404 $ | +89.488 $ | +3,2 % |
| MILESTONE ASSET MANAGEMENT, LLC | 2.768.312 $ | -2.904 $ | -0,1 % | 2.771.216 $ | +97.996 $ | +3,7 % | 2.673.220 $ | -184.498 $ | -6,5 % | 2.857.718 $ | -25.311 $ | -0,9 % |
| Millington Financial Advisors, LLC | 2.762.789 $ | -21.400 $ | -0,8 % | 2.784.189 $ | -34.068 $ | -1,2 % | 2.818.257 $ | -482.705 $ | -14,6 % | |||
| ATTICUS WEALTH MANAGEMENT, LLC | 2.789.117 $ | +55.766 $ | +2,0 % | 2.733.351 $ | +113.859 $ | +4,3 % | 2.619.492 $ | -110.341 $ | -4,0 % | 2.729.833 $ | +72.568 $ | +2,7 % |
| SIGNATUREFD, LLC | 2.787.493 $ | +67.176 $ | +2,5 % | 2.720.317 $ | +422.257 $ | +18,4 % | 2.298.060 $ | -47.583 $ | -2,0 % | 2.345.643 $ | +73.538 $ | +3,2 % |
| Orion Porfolio Solutions, LLC | 2.673.079 $ | +359.570 $ | +15,5 % | 2.313.509 $ | +259.485 $ | +12,6 % | 2.054.024 $ | +205.524 $ | +11,1 % | |||
| Kellett Wealth Advisors, LLC | 2.610.415 $ | -29.937 $ | -1,1 % | 2.640.352 $ | +58.282 $ | +2,3 % | 2.582.070 $ | +33.285 $ | +1,3 % | 2.548.785 $ | +36.144 $ | +1,4 % |
| IFS Advisors, LLC | 2.590.539 $ | |||||||||||
| RPS ADVISORY SOLUTIONS LLC | 488.003 $ | -2.095.344 $ | -81,1 % | 2.583.347 $ | -71.545 $ | -2,7 % | ||||||
| Noble Wealth Management PBC | 1.965.895 $ | -198.048 $ | -9,2 % | 2.163.943 $ | -86.092 $ | -3,8 % | 2.250.035 $ | -298.497 $ | -11,7 % | 2.548.532 $ | -395.137 $ | -13,4 % |
| BROWN WEALTH MANAGEMENT, LLC | 2.528.683 $ | +47.159 $ | +1,9 % | 2.481.524 $ | +1.694.313 $ | +215,2 % | 787.211 $ | -10.328 $ | -1,3 % | 797.539 $ | -1.815.131 $ | -69,5 % |
| Cape Investment Advisory, Inc. | 2.466.472 $ | +44.729 $ | +1,8 % | 2.421.743 $ | +463.889 $ | +23,7 % | 1.957.854 $ | -6.789 $ | -0,3 % | 1.964.643 $ | ||
| Liberty Atlantic Advisors LLC | 2.396.318 $ | +52.619 $ | +2,2 % | 2.343.699 $ | +146.688 $ | +6,7 % | 2.197.011 $ | -40.414 $ | -1,8 % | 2.237.425 $ | ||
| BFI Wealth Solutions, LLC | 2.384.200 $ | -10.023 $ | -0,4 % | 2.394.223 $ | +141.792 $ | +6,3 % | 2.252.431 $ | +320.649 $ | +16,6 % | 1.931.782 $ | ||
| Valtinson Bruner Financial Planning LLC | 2.293.734 $ | -79.123 $ | -3,3 % | 2.372.857 $ | +196.023 $ | +9,0 % | 2.176.834 $ | -63.748 $ | -2,8 % | 2.240.582 $ | +46.604 $ | +2,1 % |
| Privatperson | 2.256.779 $ | +46.625 $ | +2,1 % | 2.210.154 $ | +499.979 $ | +29,2 % | 1.710.175 $ | -29.144 $ | -1,7 % | 1.739.319 $ | +430.350 $ | +32,9 % |
| HRT FINANCIAL LP | 2.242.000 $ | +2.017.000 $ | +896,4 % | 225.000 $ | -634.000 $ | -73,8 % | 859.000 $ | -6.000 $ | -0,7 % | |||
| Merit Financial Group, LLC | 2.215.520 $ | +122.263 $ | +5,8 % | 2.093.257 $ | +104.092 $ | +5,2 % | 1.989.165 $ | +131.053 $ | +7,1 % | 1.858.112 $ | +895.117 $ | +93,0 % |
| SAGESPRING WEALTH PARTNERS, LLC | 1.147.850 $ | -1.046.930 $ | -47,7 % | 2.194.780 $ | +553.832 $ | +33,8 % | 1.640.948 $ | -54.353 $ | -3,2 % | 1.695.301 $ | +1.026.511 $ | +153,5 % |
| FSA Advisors, Inc. | 2.193.692 $ | +210.598 $ | +10,6 % | 1.983.094 $ | -44.570 $ | -2,2 % | 2.027.664 $ | +79.654 $ | +4,1 % | |||
| Jefferies Financial Group Inc. | 2.180.935 $ | |||||||||||
| Capital Investment Advisory Services, LLC | 2.168.674 $ | +107.537 $ | +5,2 % | 2.061.137 $ | +177.215 $ | +9,4 % | 1.883.922 $ | +152.566 $ | +8,8 % | 1.731.356 $ | +64.533 $ | +3,9 % |
| Ethos Financial Group, LLC | 2.122.709 $ | |||||||||||
| Triad Wealth Partners, LLC | 2.113.655 $ | +495.165 $ | +30,6 % | 1.618.490 $ | +670.815 $ | +70,8 % | 947.675 $ | +313.215 $ | +49,4 % | 634.460 $ | +74.099 $ | +13,2 % |
| RETIREMENT GUYS FORMULA LLC | 2.038.729 $ | +64.082 $ | +3,2 % | 1.974.647 $ | +217.144 $ | +12,4 % | 1.757.503 $ | +17.835 $ | +1,0 % | 1.739.668 $ | ||
| Cornerstone Wealth Group, LLC | 2.024.709 $ | +40.479 $ | +2,0 % | 1.984.230 $ | +182.173 $ | +10,1 % | 1.802.057 $ | +191.910 $ | +11,9 % | 1.610.147 $ | -75.930 $ | -4,5 % |
| JANE STREET GROUP, LLC | 479.853 $ | -354.047 $ | -42,5 % | 833.900 $ | -1.180.537 $ | -58,6 % | 2.014.437 $ | +1.477.503 $ | +275,2 % | |||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1.949.201 $ | -62.014 $ | -3,1 % | 2.011.215 $ | +1.313.737 $ | +188,4 % | 697.478 $ | +402.990 $ | +136,8 % | 294.488 $ | +5.571 $ | +1,9 % |
| Diversify Advisory Services, LLC | 1.949.201 $ | -62.014 $ | -3,1 % | 2.011.215 $ | +1.564.076 $ | +349,8 % | 447.139 $ | -5.167 $ | -1,1 % | |||
| RED REEF ADVISORS LLC | 2.006.049 $ | +146.131 $ | +7,9 % | 1.859.918 $ | -84.044 $ | -4,3 % | 1.943.962 $ | |||||
| COFG Advisors, LLC | 1.972.767 $ | +575.569 $ | +41,2 % | 1.397.198 $ | -230.999 $ | -14,2 % | 1.628.197 $ | |||||
| Apollon Wealth Management, LLC | 1.933.317 $ | -32.438 $ | -1,7 % | 1.965.755 $ | -5.203 $ | -0,3 % | 1.970.958 $ | |||||
| RFG Advisory, LLC | 1.739.456 $ | +32.763 $ | +1,9 % | 1.706.693 $ | +55.294 $ | +3,3 % | 1.651.399 $ | -235.544 $ | -12,5 % | 1.886.943 $ | -110.950 $ | -5,6 % |
| Phoenix Financial Ltd. | 1.863.052 $ | +835.566 $ | +81,3 % | 1.027.486 $ | -146.644 $ | -12,5 % | 1.174.130 $ | -1.203.088 $ | -50,6 % | |||
| DHJJ Financial Advisors, Ltd. | 1.839.434 $ | +12.592 $ | +0,7 % | 1.826.842 $ | +144.640 $ | +8,6 % | 1.682.202 $ | -13.967 $ | -0,8 % | 1.696.169 $ | -102.632 $ | -5,7 % |
| Strategic Blueprint, LLC | 1.811.034 $ | +46.234 $ | +2,6 % | 1.764.800 $ | +105.143 $ | +6,3 % | 1.659.657 $ | +17.946 $ | +1,1 % | 1.641.711 $ | -1.216.821 $ | -42,6 % |
| CITADEL ADVISORS LLC | 1.678.123 $ | +388.974 $ | +30,2 % | 1.289.149 $ | +970.819 $ | +305,0 % | 318.330 $ | -2.111.926 $ | -86,9 % | |||
| Blue Water Asset Management | 1.645.132 $ | -28.767 $ | -1,7 % | 1.673.899 $ | +102.584 $ | +6,5 % | 1.571.315 $ | -24.580 $ | -1,5 % | 1.595.895 $ | ||
| Valmark Advisers, Inc. | 1.630.547 $ | +35.901 $ | +2,3 % | 1.594.646 $ | +340.814 $ | +27,2 % | 1.253.832 $ | -415.161 $ | -24,9 % | 1.668.993 $ | +173.005 $ | +11,6 % |
| Ascent Wealth Partners, LLC | 1.528.251 $ | -138.684 $ | -8,3 % | 1.666.935 $ | +317.517 $ | +23,5 % | 1.349.418 $ | -78.261 $ | -5,5 % | 1.427.679 $ | +220.192 $ | +18,2 % |
| Nikulski Financial, Inc. | 1.646.432 $ | +8.050 $ | +0,5 % | 1.638.382 $ | +698.043 $ | +74,2 % | 940.339 $ | -12.432 $ | -1,3 % | 952.771 $ | +78.637 $ | +9,0 % |
| Annis Gardner Whiting Capital Advisors, LLC | 1.644.193 $ | +84.090 $ | +5,4 % | 1.560.103 $ | -15.337 $ | -1,0 % | 1.575.440 $ | +37.221 $ | +2,4 % | |||
| SILVER OAK SECURITIES, INCORPORATED | 1.626.165 $ | +533.107 $ | +48,8 % | 1.093.058 $ | -27.701 $ | -2,5 % | 1.120.759 $ | +745.310 $ | +198,5 % | |||
| NORTHERN TRUST CORP | 1.606.150 $ | +118.650 $ | +8,0 % | 1.487.500 $ | ||||||||
| AXXCESS WEALTH MANAGEMENT, LLC | 1.595.766 $ | +230.071 $ | +16,8 % | 1.365.695 $ | +571.208 $ | +71,9 % | 794.487 $ | +19.439 $ | +2,5 % | |||
| LeClair Wealth Partners LLC | 1.571.315 $ | |||||||||||
| Orion Capital Management LLC | 1.545.547 $ | +73.478 $ | +5,0 % | 1.472.069 $ | -19.433 $ | -1,3 % | 1.491.502 $ | +86.694 $ | +6,2 % | |||
| RIVERCHASE WEALTH MANAGEMENT, LLC | 1.542.228 $ | +71.068 $ | +4,8 % | 1.471.160 $ | +331.382 $ | +29,1 % | 1.139.778 $ | -1.452 $ | -0,1 % | 1.141.230 $ | +19.892 $ | +1,8 % |
| Quest 10 Wealth Builders, Inc. | 1.492.026 $ | +16.104 $ | +1,1 % | 1.475.922 $ | +34.230 $ | +2,4 % | 1.441.692 $ | -94.984 $ | -6,2 % | 1.536.676 $ | +20.274 $ | +1,3 % |
| PFG Advisors | 1.459.793 $ | +1.043.555 $ | +250,7 % | 416.238 $ | -2.332 $ | -0,6 % | 418.570 $ | -2.928 $ | -0,7 % | |||
| Arkadios Wealth Advisors | 1.426.287 $ | -8.270 $ | -0,6 % | 1.434.557 $ | +280.865 $ | +24,3 % | 1.153.692 $ | -65.082 $ | -5,3 % | |||
| PTM WEALTH MANAGEMENT, LLC | 318.328 $ | +11.116 $ | +3,6 % | 307.212 $ | +20.757 $ | +7,2 % | 286.455 $ | -1.127.455 $ | -79,7 % | 1.413.910 $ | +44.469 $ | +3,2 % |
| IMG Wealth Management, Inc. | 1.371.477 $ | -31.008 $ | -2,2 % | 1.402.485 $ | +99.253 $ | +7,6 % | 1.303.232 $ | +290.082 $ | +28,6 % | 1.013.150 $ | +15.107 $ | +1,5 % |
| Vista Cima Wealth Management LLC | 1.291.414 $ | +108.139 $ | +9,1 % | 1.183.275 $ | -197.114 $ | -14,3 % | 1.380.389 $ | +11.153 $ | +0,8 % | |||
| Arlington Capital Management INC | 1.180.893 $ | -190.190 $ | -13,9 % | 1.371.083 $ | +532.177 $ | +63,4 % | 838.906 $ | -128.946 $ | -13,3 % | |||
| Forty-three Eighteen Advisors, LLC | 1.345.678 $ | +99.408 $ | +8,0 % | 1.246.270 $ | -25.805 $ | -2,0 % | 1.272.075 $ | |||||
| Blue Sky Capital Consultants Group, Inc. | 1.332.438 $ | +64.645 $ | +5,1 % | 1.267.793 $ | +286.770 $ | +29,2 % | 981.023 $ | -90.462 $ | -8,4 % | 1.071.485 $ | +540.481 $ | +101,8 % |
| Visionary Wealth Advisors | 1.331.195 $ | +242.007 $ | +22,2 % | 1.089.188 $ | +61.405 $ | +6,0 % | 1.027.783 $ | -238.433 $ | -18,8 % | 1.266.216 $ | +9.800 $ | +0,8 % |
| Chicago Partners Investment Group LLC | 1.077.667 $ | -6.096 $ | -0,6 % | 1.083.763 $ | -209.720 $ | -16,2 % | 1.293.483 $ | -22.472 $ | -1,7 % | 1.315.955 $ | +20.158 $ | +1,6 % |
| Cornerstone Wealth, LLC/TN | 1.218.105 $ | -91.754 $ | -7,0 % | 1.309.859 $ | +318.462 $ | +32,1 % | 991.397 $ | |||||
| Pacific Park Financial, Inc. | 1.237.267 $ | -31.815 $ | -2,5 % | 1.269.082 $ | +37.100 $ | +3,0 % | 1.231.982 $ | -64.982 $ | -5,0 % | 1.296.964 $ | ||
| Focus Financial Network, Inc. | 1.294.479 $ | +2.673 $ | +0,2 % | 1.291.806 $ | +32.043 $ | +2,5 % | 1.259.763 $ | -336 $ | -0,0 % | 1.260.099 $ | +20.119 $ | +1,6 % |
| RETIREMENT INCOME SOLUTIONS, INC | 1.192.508 $ | -70.082 $ | -5,6 % | 1.262.590 $ | -26.143 $ | -2,0 % | 1.288.733 $ | -336.475 $ | -20,7 % | |||
| Hardworking Capital Advisors, LLC | 1.272.147 $ | +12.122 $ | +1,0 % | 1.260.025 $ | -2.054 $ | -0,2 % | 1.262.079 $ | -1.608 $ | -0,1 % | 1.263.687 $ | ||
| Three Seasons Wealth, LLC | 1.081.197 $ | -177.105 $ | -14,1 % | 1.258.302 $ | +282.927 $ | +29,0 % | 975.375 $ | -20.196 $ | -2,0 % | 995.571 $ | +31.212 $ | +3,2 % |
| Bright Futures Wealth Management, LLC. | 1.251.337 $ | -1.906 $ | -0,2 % | 1.253.243 $ | +1.018.085 $ | +432,9 % | 235.158 $ | +4.228 $ | +1,8 % | 230.930 $ | -29.468 $ | -11,3 % |
| Global Assets Advisory, LLC | 1.241.164 $ | -9.773 $ | -0,8 % | 1.250.937 $ | +529.202 $ | +73,3 % | 721.735 $ | +76.490 $ | +11,9 % | 645.245 $ | +10.218 $ | +1,6 % |
| Galvin, Gaustad & Stein, LLC | 1.234.799 $ | +3.017 $ | +0,2 % | 1.231.782 $ | +183.640 $ | +17,5 % | 1.048.142 $ | -31.116 $ | -2,9 % | 1.079.258 $ | ||
| Lantz Financial LLC | 1.222.206 $ | +6.118 $ | +0,5 % | 1.216.088 $ | +911.019 $ | +298,6 % | 305.069 $ | +5.486 $ | +1,8 % | 299.583 $ | -36.955 $ | -11,0 % |
| Long Island Wealth Management, Inc. | 1.211.883 $ | +31.409 $ | +2,7 % | 1.180.474 $ | +87.204 $ | +8,0 % | 1.093.270 $ | -57.341 $ | -5,0 % | 1.150.611 $ | +36.073 $ | +3,2 % |
| Beacon Financial Advisory LLC | 1.177.369 $ | +18.143 $ | +1,6 % | 1.159.226 $ | -15.481 $ | -1,3 % | 1.174.707 $ | -22.964 $ | -1,9 % | 1.197.671 $ | +49.243 $ | +4,3 % |
| OFC FINANCIAL PLANNING, LLC | 1.160.391 $ | +6.752 $ | +0,6 % | 1.153.639 $ | +7.128 $ | +0,6 % | 1.146.511 $ | -37.613 $ | -3,2 % | 1.184.124 $ | +91.448 $ | +8,4 % |
| U.S. Capital Wealth Advisors, LLC | 1.124.678 $ | -52.210 $ | -4,4 % | 1.176.888 $ | -28.551 $ | -2,4 % | ||||||
| Talon Private Wealth, LLC | 274.943 $ | -896.357 $ | -76,5 % | 1.171.300 $ | ||||||||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 1.141.000 $ | +37.000 $ | +3,4 % | 1.104.000 $ | -1.000 $ | -0,1 % | 1.105.000 $ | +19.000 $ | +1,7 % | |||
| Stratos Wealth Advisors, LLC | 787.219 $ | +45.732 $ | +6,2 % | 741.487 $ | -397.058 $ | -34,9 % | 1.138.545 $ | +397.306 $ | +53,6 % | |||
| Financial Solutions Advisory Group, Inc. | 1.114.485 $ | +22.929 $ | +2,1 % | 1.091.556 $ | +80.311 $ | +7,9 % | 1.011.245 $ | |||||
| MERCER GLOBAL ADVISORS INC /ADV | 613.458 $ | +45.318 $ | +8,0 % | 568.140 $ | -540.089 $ | -48,7 % | 1.108.229 $ | +34.744 $ | +3,2 % | |||
| FIDUCIARY FINANCIAL GROUP, LLC | 1.095.157 $ | +18.758 $ | +1,7 % | 1.076.399 $ | -19.668 $ | -1,8 % | 1.096.067 $ | +16.751 $ | +1,6 % | 1.079.316 $ | +23.480 $ | +2,2 % |
| Garden State Investment Advisory Services LLC | 1.078.441 $ | +25.555 $ | +2,4 % | 1.052.886 $ | -10.760 $ | -1,0 % | 1.063.646 $ | +39.041 $ | +3,8 % | |||
| BENJAMIN EDWARDS INC | 1.073.787 $ | +101.781 $ | +10,5 % | 972.006 $ | -41.487 $ | -4,1 % | 1.013.493 $ | +17.296 $ | +1,7 % | |||
| Nicht ausgewiesen | 1.061.204 $ | -4.563 $ | -0,4 % | 1.065.767 $ | +327.712 $ | +44,4 % | 738.055 $ | -14.414 $ | -1,9 % | 752.469 $ | ||
| BIP Wealth, LLC | 1.024.828 $ | -28.507 $ | -2,7 % | 1.053.335 $ | +31.830 $ | +3,1 % | 1.021.505 $ | -42.038 $ | -4,0 % | 1.063.543 $ | ||
| Cypress Wealth Services, LLC | 1.062.762 $ | +13.182 $ | +1,3 % | 1.049.580 $ | +337.170 $ | +47,3 % | 712.410 $ | -6.880 $ | -1,0 % | 719.290 $ | +16.904 $ | +2,4 % |
| WealthPlan Investment Management, LLC | 230.904 $ | +3.990 $ | +1,8 % | 226.914 $ | -829.947 $ | -78,5 % | 1.056.861 $ | +614.233 $ | +138,8 % | 442.628 $ | +2.792 $ | +0,6 % |
| PRINCIPAL SECURITIES, INC. | 1.055.546 $ | +382.675 $ | +56,9 % | 672.871 $ | -239.896 $ | -26,3 % | 912.767 $ | -318.021 $ | -25,8 % | |||
| Ponta Wealth Partners, LLC | 1.047.743 $ | |||||||||||
| Maia Wealth LLC | 299.797 $ | -33.407 $ | -10,0 % | 333.204 $ | -495.214 $ | -59,8 % | 828.418 $ | -215.754 $ | -20,7 % | 1.044.172 $ | +12.332 $ | +1,2 % |
| INSIGNEO ADVISORY SERVICES, LLC | 1.039.066 $ | +519.121 $ | +99,8 % | 519.945 $ | ||||||||
| First City Capital Management, Inc. | 1.002.758 $ | +25.989 $ | +2,7 % | 976.769 $ | +49.844 $ | +5,4 % | 926.925 $ | -48.257 $ | -4,9 % | 975.182 $ | +768.233 $ | +371,2 % |
| AdvisorNet Financial, Inc | 832.506 $ | -137.363 $ | -14,2 % | 969.869 $ | -11.147 $ | -1,1 % | 981.016 $ | -18.810 $ | -1,9 % | 999.826 $ | +201.205 $ | +25,2 % |
| Continuum Advisory, LLC | 992.838 $ | +259.033 $ | +35,3 % | 733.805 $ | -15.194 $ | -2,0 % | 748.999 $ | +23.608 $ | +3,3 % | |||
| CENTAURUS FINANCIAL, INC. | 965.000 $ | +411.000 $ | +74,2 % | 554.000 $ | -32.000 $ | -5,5 % | 586.000 $ | +4.000 $ | +0,7 % | |||
| Lakeridge Wealth Management LLC | 945.921 $ | +319.946 $ | +51,1 % | 625.975 $ | -12.962 $ | -2,0 % | 638.937 $ | +194.912 $ | +43,9 % | |||
| Sonoma Allocations LLC | 938.428 $ | |||||||||||
| STEPHENS INC /AR/ | 919.159 $ | +7.667 $ | +0,8 % | 911.492 $ | -18.709 $ | -2,0 % | 930.201 $ | -3.919 $ | -0,4 % | |||
| TopTier Wealth Management, LLC | 909.713 $ | +23.577 $ | +2,7 % | 886.136 $ | -38.002 $ | -4,1 % | 924.138 $ | +86.470 $ | +10,3 % | 837.668 $ | ||
| PARTNERS WEALTH MANAGEMENT, LLC | 913.247 $ | |||||||||||
| WorthPointe, LLC | 225.503 $ | +16.658 $ | +8,0 % | 208.845 $ | -686.465 $ | -76,7 % | 895.310 $ | +18.573 $ | +2,1 % | |||
| Krilogy Financial LLC | 883.872 $ | +29.222 $ | +3,4 % | 854.650 $ | +27.586 $ | +3,3 % | 827.064 $ | +3.671 $ | +0,4 % | 823.393 $ | +18.845 $ | +2,3 % |
| Ausdal Financial Partners, Inc. | 868.577 $ | +44.408 $ | +5,4 % | 824.169 $ | +303 $ | +0,0 % | 823.866 $ | -97.821 $ | -10,6 % | |||
| NewCorp Financial Services, Inc. | 641.746 $ | -225.227 $ | -26,0 % | 866.973 $ | +252.763 $ | +41,2 % | 614.210 $ | -59.828 $ | -8,9 % | 674.038 $ | ||
| Mutual Advisors, LLC | 856.143 $ | +261.992 $ | +44,1 % | 594.151 $ | -87.784 $ | -12,9 % | 681.935 $ | +236.944 $ | +53,2 % | |||
| Clay Northam Wealth Management, LLC | 852.999 $ | +18.098 $ | +2,2 % | 834.901 $ | +69.042 $ | +9,0 % | 765.859 $ | -10.644 $ | -1,4 % | 776.503 $ | +193.858 $ | +33,3 % |
| Atlantic Private Wealth, LLC | 852.755 $ | +196.087 $ | +29,9 % | 656.668 $ | +618.624 $ | +1.626,1 % | 38.044 $ | |||||
| Whipplewood Advisors, LLC | 841.262 $ | +59.850 $ | +7,7 % | 781.412 $ | -28.457 $ | -3,5 % | 809.869 $ | +25.126 $ | +3,2 % | 784.743 $ | +2.517 $ | +0,3 % |
| SteelPeak Wealth, LLC | 797.005 $ | -41.783 $ | -5,0 % | 838.788 $ | ||||||||
| WealthShield Partners, LLC | 831.687 $ | +66.514 $ | +8,7 % | 765.173 $ | +4.167 $ | +0,5 % | 761.006 $ | +91.692 $ | +13,7 % | |||
| Advisory Advocates, LLC | 775.984 $ | -2.415 $ | -0,3 % | 778.399 $ | -44.997 $ | -5,5 % | 823.396 $ | |||||
| Dynamic Advisor Solutions LLC | 806.587 $ | +1.906 $ | +0,2 % | 804.681 $ | +49.838 $ | +6,6 % | 754.843 $ | +170.428 $ | +29,2 % | 584.415 $ | +32.902 $ | +6,0 % |
| CITY HOLDING CO | 677.441 $ | -32.938 $ | -4,6 % | 710.379 $ | -70.473 $ | -9,0 % | 780.852 $ | -16.904 $ | -2,1 % | 797.756 $ | -13.054 $ | -1,6 % |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 770.541 $ | +4.031 $ | +0,5 % | 766.510 $ | +60.959 $ | +8,6 % | 705.551 $ | -12.342 $ | -1,7 % | 717.893 $ | +44.822 $ | +6,7 % |
| Retirement Planning Group, LLC | 767.912 $ | +15.342 $ | +2,0 % | 752.570 $ | -2.152 $ | -0,3 % | 754.722 $ | +7.144 $ | +1,0 % | 747.578 $ | -204.458 $ | -21,5 % |
| Csenge Advisory Group | 756.132 $ | +19.597 $ | +2,7 % | 736.535 $ | +54.410 $ | +8,0 % | 682.125 $ | -22.800 $ | -3,2 % | 704.925 $ | +22.100 $ | +3,2 % |
| Fragasso Financial Advisors Inc | 751.765 $ | +19.622 $ | +2,7 % | 732.143 $ | +3.191 $ | +0,4 % | 728.952 $ | +2.962 $ | +0,4 % | 725.990 $ | +12.828 $ | +1,8 % |
| Ballast Rock Private Wealth LLC | 737.199 $ | +13.831 $ | +1,9 % | 723.368 $ | +136.678 $ | +23,3 % | 586.690 $ | +3.531 $ | +0,6 % | 583.159 $ | ||
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 704.069 $ | +27.225 $ | +4,0 % | 676.844 $ | +14.043 $ | +2,1 % | 662.801 $ | -67.364 $ | -9,2 % | 730.165 $ | -4.291 $ | -0,6 % |
| Creative Planning | 729.261 $ | +477.944 $ | +190,2 % | 251.317 $ | +22.466 $ | +9,8 % | 228.851 $ | |||||
| Sigma Planning Corp | 683.155 $ | -28.614 $ | -4,0 % | 711.769 $ | +54.514 $ | +8,3 % | 657.255 $ | -28.470 $ | -4,2 % | 685.725 $ | -70.536 $ | -9,3 % |
| Commerce Advisors, LLC | 706.241 $ | +18.304 $ | +2,7 % | 687.937 $ | +50.819 $ | +8,0 % | 637.118 $ | |||||
| Evolution Wealth Advisors, LLC | 673.923 $ | +17.467 $ | +2,7 % | 656.456 $ | +48.493 $ | +8,0 % | 607.963 $ | -12.588 $ | -2,0 % | 620.551 $ | +19.455 $ | +3,2 % |
| BCGM Wealth Management, LLC | 633.170 $ | -28.679 $ | -4,3 % | 661.849 $ | -5.594 $ | -0,8 % | 667.443 $ | +15.108 $ | +2,3 % | |||
| Advus Financial Partners, LLC | 634.697 $ | -23.914 $ | -3,6 % | 658.611 $ | ||||||||
| SYKON CAPITAL LLC | 650.976 $ | -3.703 $ | -0,6 % | 654.679 $ | +474 $ | +0,1 % | 654.205 $ | -11.595.295 $ | -94,7 % | |||
| AMERIFLEX GROUP, INC. | 653.654 $ | +32.256 $ | +5,2 % | 621.398 $ | -617.234 $ | -49,8 % | ||||||
| GOLDMAN SACHS GROUP INC | 649.597 $ | |||||||||||
| TSG Advice Partners, LLC | 638.146 $ | +47.141 $ | +8,0 % | 591.005 $ | -12.237 $ | -2,0 % | 603.242 $ | |||||
| GeoWealth Management, LLC | 629.376 $ | +91.041 $ | +16,9 % | 538.335 $ | ||||||||
| Waterloo Capital, L.P. | 623.278 $ | +46.043 $ | +8,0 % | 577.235 $ | -11.952 $ | -2,0 % | 589.187 $ | +13.219 $ | +2,3 % | |||
| MORGAN STANLEY | 616.387 $ | +497.403 $ | +418,0 % | 118.984 $ | +48.592 $ | +69,0 % | 70.392 $ | -1.310.549 $ | -94,9 % | |||
| Nuveen, LLC | 608.043 $ | |||||||||||
| Crown Wealth Group, LLC | 605.821 $ | +380.914 $ | +169,4 % | 224.907 $ | +8.879 $ | +4,1 % | 216.028 $ | -10.589 $ | -4,7 % | 226.617 $ | -1.979.181 $ | -89,7 % |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | 256.107 $ | +13.077 $ | +5,4 % | 243.030 $ | +38.906 $ | +19,1 % | 204.124 $ | -394.124 $ | -65,9 % | 598.248 $ | ||
| Capital Square, LLC | 597.512 $ | +29.692 $ | +5,2 % | 567.820 $ | +239.901 $ | +73,2 % | 327.919 $ | +9.683 $ | +3,0 % | 318.236 $ | +102.632 $ | +47,6 % |
| Your Advocates Ltd., LLP | 596.730 $ | +13.132 $ | +2,3 % | 583.598 $ | +28.922 $ | +5,2 % | 554.676 $ | +9.973 $ | +1,8 % | 544.703 $ | +10.472 $ | +2,0 % |
| Old Port Advisors | 583.234 $ | +15.116 $ | +2,7 % | 568.118 $ | +41.968 $ | +8,0 % | 526.150 $ | -10.894 $ | -2,0 % | 537.044 $ | +89.531 $ | +20,0 % |
| Ameritas Advisory Services, LLC | 571.050 $ | +48.352 $ | +9,3 % | |||||||||
| Bedel Financial Consulting, Inc. | 518.267 $ | -20.062 $ | -3,7 % | 538.329 $ | +21.748 $ | +4,2 % | 516.581 $ | -54.229 $ | -9,5 % | 570.810 $ | -43.294 $ | -7,0 % |
| VESTIA PERSONAL WEALTH ADVISORS | 569.606 $ | +17.815 $ | +3,2 % | 551.791 $ | +48.255 $ | +9,6 % | 503.536 $ | +6.700 $ | +1,3 % | 496.836 $ | +14.236 $ | +2,9 % |
| Rose Capital Advisors LLC | 566.943 $ | |||||||||||
| Cardinal Point Capital Management ULC | 561.752 $ | +9.705 $ | +1,8 % | 552.047 $ | +17.920 $ | +3,4 % | 534.127 $ | -681 $ | -0,1 % | 534.808 $ | +10.354 $ | +2,0 % |
| Encompass More Asset Management | 554.504 $ | +121.960 $ | +28,2 % | 432.544 $ | +103.649 $ | +31,5 % | 328.895 $ | +46.024 $ | +16,3 % | 282.871 $ | +50.531 $ | +21,7 % |
| CHOREO, LLC | 554.220 $ | |||||||||||
| Kovack Advisors, Inc. | 548.959 $ | |||||||||||
| Kingsview Wealth Management, LLC | 546.005 $ | +77.255 $ | +16,5 % | 468.750 $ | ||||||||
| HORAN Wealth, LLC | 543.246 $ | +40.131 $ | +8,0 % | 503.115 $ | -10.418 $ | -2,0 % | 513.533 $ | +16.100 $ | +3,2 % | |||
| MMA ASSET MANAGEMENT LLC | 300.238 $ | -229.792 $ | -43,4 % | 530.030 $ | +55 $ | +0,0 % | 529.975 $ | -10.974 $ | -2,0 % | 540.949 $ | -506.273 $ | -48,3 % |
| Vantage Point Financial LLC | 310.400 $ | +22.930 $ | +8,0 % | 287.470 $ | -253.307 $ | -46,8 % | 540.777 $ | +3.745 $ | +0,7 % | |||
| Modera Wealth Management, LLC | 481.758 $ | -47.400 $ | -9,0 % | 529.158 $ | +39.090 $ | +8,0 % | 490.068 $ | -10.147 $ | -2,0 % | 500.215 $ | +15.682 $ | +3,2 % |
| Castellan Group | 528.629 $ | -213.486 $ | -28,8 % | |||||||||
| Accurate Wealth Management, LLC | 518.635 $ | +6.169 $ | +1,2 % | 512.466 $ | -15.155 $ | -2,9 % | 527.621 $ | +11.779 $ | +2,3 % | 515.842 $ | +195.520 $ | +61,0 % |
| Global Retirement Partners, LLC | 525.590 $ | |||||||||||
| WEALTHGARDEN F.S. LLC | 512.137 $ | +257.013 $ | +100,7 % | 255.124 $ | -2.387 $ | -0,9 % | 257.511 $ | +9.354 $ | +3,8 % | |||
| Firestone Capital Management | 507.441 $ | +10.869 $ | +2,2 % | 496.572 $ | +25.933 $ | +5,5 % | 470.639 $ | -4.864 $ | -1,0 % | 475.503 $ | -196.803 $ | -29,3 % |
| Wood Tarver Financial Group, LLC | 324.000 $ | -180.000 $ | -35,7 % | 504.000 $ | +180.000 $ | +55,6 % | 324.000 $ | +9.000 $ | +2,9 % | |||
| Private Advisor Group, LLC | 447.657 $ | -43.431 $ | -8,8 % | 491.088 $ | -10.168 $ | -2,0 % | 501.256 $ | |||||
| JPMORGAN CHASE & CO | 273.981 $ | -225.056 $ | -45,1 % | 499.037 $ | +419.323 $ | +526,0 % | 79.714 $ | -72.578 $ | -47,7 % | |||
| Allegiance Financial Group Advisory Services LLC | 311.733 $ | +8.079 $ | +2,7 % | 303.654 $ | +31.994 $ | +11,8 % | 271.660 $ | -225.388 $ | -45,3 % | 497.048 $ | +121.599 $ | +32,4 % |
| SANDERS MORRIS HARRIS LLC | 496.163 $ | +49.913 $ | +11,2 % | 446.250 $ | ||||||||
| Schulz Wealth, LTD. | 483.678 $ | +8.108 $ | +1,7 % | |||||||||
| Signal Advisors Wealth, LLC | 481.592 $ | +12.669 $ | +2,7 % | 468.923 $ | +23.300 $ | +5,2 % | 445.623 $ | +8.012 $ | +1,8 % | 437.611 $ | -368.460 $ | -45,7 % |
| WINNACLE WEALTH LLC | 471.575 $ | |||||||||||
| Main Street Financial Solutions, LLC | 461.440 $ | |||||||||||
| BECK CAPITAL MANAGEMENT, LLC | 456.379 $ | +13.560 $ | +3,1 % | 442.819 $ | -38.471 $ | -8,0 % | ||||||
| RED CRANE WEALTH MANAGEMENT, LLC | 444.848 $ | +13.665 $ | +3,2 % | 431.183 $ | +133.827 $ | +45,0 % | 297.356 $ | +8.565 $ | +3,0 % | |||
| Archer Investment Corp | 206.919 $ | -236.101 $ | -53,3 % | 443.020 $ | +245.636 $ | +124,4 % | 197.384 $ | +2.075 $ | +1,1 % | 195.309 $ | -168.527 $ | -46,3 % |
| REICON WEALTH ADVISORS, LLC | 422.952 $ | -20.005 $ | -4,5 % | 442.957 $ | ||||||||
| Integrated Wealth Concepts LLC | 439.223 $ | +13.770 $ | +3,2 % | |||||||||
| Allworth Financial LP | 365.185 $ | +0 $ | +0,0 % | 365.185 $ | +25.118 $ | +7,4 % | 340.067 $ | -95.656 $ | -22,0 % | 435.723 $ | +193.636 $ | +80,0 % |
| TOUNJIAN ADVISORY PARTNERS, LLC | 427.216 $ | -7.728 $ | -1,8 % | 434.944 $ | ||||||||
| Keystone Financial Group, Inc. | 77.605 $ | -348.647 $ | -81,8 % | 426.252 $ | +13.363 $ | +3,2 % | ||||||
| AlphaStar Capital Management, LLC | 421.867 $ | -923 $ | -0,2 % | 422.790 $ | ||||||||
| Faithward Advisors, LLC | 335.638 $ | -71.963 $ | -17,7 % | 407.601 $ | -11.785 $ | -2,8 % | 419.386 $ | -265.432 $ | -38,8 % | |||
| AQR CAPITAL MANAGEMENT LLC | 374.692 $ | +41.024 $ | +12,3 % | 333.668 $ | -77.531 $ | -18,9 % | 411.199 $ | +183.913 $ | +80,9 % | |||
| Souders Financial Advisors | 374.109 $ | +8.178 $ | +2,2 % | 365.931 $ | -29.303 $ | -7,4 % | 395.234 $ | -14.817 $ | -3,6 % | 410.051 $ | +7.883 $ | +2,0 % |
| BARCLAYS PLC | 372.032 $ | -33.680 $ | -8,3 % | 405.712 $ | +350.608 $ | +636,3 % | 55.104 $ | -282.387 $ | -83,7 % | 337.491 $ | -487.903 $ | -59,1 % |
| SMART Wealth LLC | 402.183 $ | +17.575 $ | +4,6 % | 384.608 $ | +79.152 $ | +25,9 % | 305.456 $ | -2.347 $ | -0,8 % | 307.803 $ | -6.162 $ | -2,0 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 395.478 $ | +11.865 $ | +3,1 % | 383.613 $ | +39.022 $ | +11,3 % | 344.591 $ | -6.504 $ | -1,9 % | 351.095 $ | +6.876 $ | +2,0 % |
| Odyssey Group, LLC | 389.070 $ | |||||||||||
| Sequoia Financial Advisors, LLC | 387.947 $ | +12.593 $ | +3,4 % | 375.354 $ | -478 $ | -0,1 % | 375.832 $ | +6.551 $ | +1,8 % | |||
| Quantinno Capital Management LP | 384.963 $ | |||||||||||
| SageView Advisory Group, LLC | 240.818 $ | +11.966 $ | +5,2 % | 228.852 $ | -154.337 $ | -40,3 % | 383.189 $ | -7.587.765 $ | -95,2 % | |||
| Financial Network Wealth Advisors LLC | 371.446 $ | +78.480 $ | +26,8 % | 292.966 $ | +71.048 $ | +32,0 % | 221.918 $ | +6.827 $ | +3,2 % | 215.091 $ | +21.515 $ | +11,1 % |
| Vestmark Advisory Solutions, Inc. | 367.120 $ | +27.120 $ | +8,0 % | 340.000 $ | -7.040 $ | -2,0 % | 347.040 $ | -3.827 $ | -1,1 % | |||
| Composition Wealth, LLC | 357.437 $ | +26.405 $ | +8,0 % | 331.032 $ | -31.278 $ | -8,6 % | 362.310 $ | +11.359 $ | +3,2 % | |||
| Summit Financial, LLC | 361.835 $ | +99.456 $ | +37,9 % | 262.379 $ | -334 $ | -0,1 % | 262.713 $ | +4.579 $ | +1,8 % | |||
| Simplicity Wealth,LLC | 360.146 $ | +134.442 $ | +59,6 % | 225.704 $ | +5.227 $ | +2,4 % | 220.477 $ | +4.239 $ | +2,0 % | |||
| FLOW TRADERS U.S. LLC | 342.000 $ | -1.000 $ | -0,3 % | 343.000 $ | -9.000 $ | -2,6 % | ||||||
| CALTON & ASSOCIATES, INC. | 210.928 $ | -124.746 $ | -37,2 % | 335.674 $ | +83.050 $ | +32,9 % | ||||||
| GREENUP STREET WEALTH MANAGEMENT LLC | 324.658 $ | -6.722 $ | -2,0 % | 331.380 $ | +10.389 $ | +3,2 % | ||||||
| B. Riley Wealth Advisors, Inc. | 329.925 $ | +15.825 $ | +5,0 % | 314.100 $ | +5.475 $ | +1,8 % | ||||||
| William Mack & Associates, Inc. | 325.541 $ | +122.890 $ | +60,6 % | 202.651 $ | -3.838 $ | -1,9 % | 206.489 $ | |||||
| WEDBUSH SECURITIES INC | 297.000 $ | +8.000 $ | +2,8 % | 289.000 $ | -29.000 $ | -9,1 % | 318.000 $ | -7.000 $ | -2,2 % | 325.000 $ | -22.000 $ | -6,3 % |
| Sound View Wealth Advisors Group, LLC | 317.008 $ | +23.418 $ | +8,0 % | 293.590 $ | -10.417 $ | -3,4 % | 304.007 $ | +26.549 $ | +9,6 % | |||
| CASTLE WEALTH MANAGEMENT LLC | 301.580 $ | -6.245 $ | -2,0 % | 307.825 $ | ||||||||
| ATX Financial Planning, LLC | 263.963 $ | +6.841 $ | +2,7 % | 257.122 $ | +18.994 $ | +8,0 % | 238.128 $ | -63.753 $ | -21,1 % | 301.881 $ | ||
| CYPRESS FINANCIAL PLANNING LLC | 256.991 $ | -1.507 $ | -0,6 % | 258.498 $ | +16.375 $ | +6,8 % | 242.123 $ | -55.628 $ | -18,7 % | 297.751 $ | -270.149 $ | -47,6 % |
| Grantvest Financial Group LLC | 287.990 $ | +6.363 $ | +2,3 % | 281.627 $ | -8.946 $ | -3,1 % | 290.573 $ | -6.016 $ | -2,0 % | 296.589 $ | +7.029 $ | +2,4 % |
| Elmwood Wealth Management, Inc. | 291.066 $ | +5.073 $ | +1,8 % | |||||||||
| Jessup Wealth Management, Inc | 278.853 $ | -2.315 $ | -0,8 % | 281.168 $ | +110.774 $ | +65,0 % | 170.394 $ | -89.668 $ | -34,5 % | |||
| JT Stratford LLC | 278.487 $ | -12.303 $ | -4,2 % | |||||||||
| J.W. COLE ADVISORS, INC. | 276.433 $ | |||||||||||
| BROWN BROTHERS HARRIMAN & CO | 276.361 $ | +19.929 $ | +7,8 % | 256.432 $ | -5.088 $ | -1,9 % | 261.520 $ | +8.040 $ | +3,2 % | |||
| LifeWealth Investments, LLC | 270.560 $ | +9.773 $ | +3,7 % | 260.787 $ | +4.689 $ | +1,8 % | 256.098 $ | -404.636 $ | -61,2 % | |||
| Rockefeller Capital Management L.P. | 215.639 $ | +71.337 $ | +49,4 % | 144.302 $ | -125.824 $ | -46,6 % | 270.126 $ | -6.525 $ | -2,4 % | |||
| VICTORY FINANCIAL GROUP, LLC | 269.131 $ | |||||||||||
| COLDSTREAM CAPITAL MANAGEMENT INC | 268.503 $ | +13.205 $ | +5,2 % | 255.298 $ | -12.010 $ | -4,5 % | 267.308 $ | -179.785 $ | -40,2 % | |||
| Virtue Capital Management, LLC | 268.294 $ | |||||||||||
| Impact Partnership Wealth, LLC | 261.746 $ | +13.006 $ | +5,2 % | 248.740 $ | +4.472 $ | +1,8 % | 244.268 $ | +4.696 $ | +2,0 % | |||
| VIMA LLC | 233.860 $ | -24.541 $ | -9,5 % | 258.401 $ | ||||||||
| Delta Investment Management, LLC | 243.033 $ | -4.232 $ | -1,7 % | 247.265 $ | -5.120 $ | -2,0 % | 252.385 $ | |||||
| XML Financial, LLC | 252.038 $ | |||||||||||
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 249.423 $ | +4.309 $ | +1,8 % | 245.114 $ | +7.957 $ | +3,4 % | 237.157 $ | -303 $ | -0,1 % | 237.460 $ | -48.532 $ | -17,0 % |
| Sowell Financial Services LLC | 246.862 $ | +6.398 $ | +2,7 % | 240.464 $ | +17.764 $ | +8,0 % | 222.700 $ | -4.611 $ | -2,0 % | 227.311 $ | +19.732 $ | +9,5 % |
| BANK OF AMERICA CORP /DE/ | 224.796 $ | -17.627 $ | -7,3 % | 242.423 $ | ||||||||
| Worth Financial Advisory Group, LLC | 240.777 $ | +1.158 $ | +0,5 % | 239.619 $ | ||||||||
| Hubbell Strickland Wealth Management, LLC | 229.949 $ | -10.102 $ | -4,2 % | 240.051 $ | +17.733 $ | +8,0 % | 222.318 $ | -4.603 $ | -2,0 % | 226.921 $ | +7.114 $ | +3,2 % |
| Straight Path Wealth Management | 235.522 $ | +4.069 $ | +1,8 % | 231.453 $ | +7.513 $ | +3,4 % | 223.940 $ | -286 $ | -0,1 % | 224.226 $ | +3.909 $ | +1,8 % |
| WADDELL & ASSOCIATES, LLC | 230.827 $ | +17.052 $ | +8,0 % | 213.775 $ | -4.426 $ | -2,0 % | 218.201 $ | +6.840 $ | +3,2 % | |||
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 229.390 $ | +4.410 $ | +2,0 % | |||||||||
| Fiduciary Alliance LLC | 227.780 $ | +3.892 $ | +1,7 % | 223.888 $ | +1.916 $ | +0,9 % | 221.972 $ | -6.860 $ | -3,0 % | 228.832 $ | -2.184 $ | -0,9 % |
| MONEY CONCEPTS CAPITAL CORP | 222.502 $ | -3.936 $ | -1,7 % | 226.438 $ | +13.205 $ | +6,2 % | 213.233 $ | -271 $ | -0,1 % | 213.504 $ | ||
| EVOLUTION WEALTH MANAGEMENT INC. | 197.740 $ | -23.702 $ | -10,7 % | 221.442 $ | -3.495 $ | -1,6 % | 224.937 $ | +187.655 $ | +503,3 % | |||
| SEI INVESTMENTS CO | 223.720 $ | |||||||||||
| Madison Wealth Partners, Inc | 223.393 $ | +16.503 $ | +8,0 % | 206.890 $ | -4.284 $ | -2,0 % | 211.174 $ | +6.621 $ | +3,2 % | |||
| Integrity Financial Corp /WA | 158.006 $ | +5.129 $ | +3,4 % | 152.877 $ | -68.417 $ | -30,9 % | 221.294 $ | +193 $ | +0,1 % | |||
| Goldstein Advisors, LLC | 220.432 $ | +5.713 $ | +2,7 % | 214.719 $ | +11.744 $ | +5,8 % | 202.975 $ | |||||
| Signet Private Wealth LLC | 220.387 $ | |||||||||||
| Occidental Asset Management, LLC | 216.299 $ | |||||||||||
| Keystone Wealth Services, LLC | 215.905 $ | +5.591 $ | +2,7 % | 210.314 $ | ||||||||
| Gladstone Institutional Advisory LLC | 215.683 $ | +11.797 $ | +5,8 % | 203.886 $ | ||||||||
| INTEGRITY ALLIANCE, LLC. | 215.591 $ | +11.792 $ | +5,8 % | 203.799 $ | -19.646 $ | -8,8 % | ||||||
| Rothschild Wealth LLC | 213.383 $ | |||||||||||
| Bluespring Wealth Management, LLC | 212.012 $ | |||||||||||
| IHT Wealth Management, LLC | 207.923 $ | |||||||||||
| Octavia Wealth Advisors, LLC | 207.844 $ | |||||||||||
| Hirtle & Co., LLC | 207.744 $ | |||||||||||
| Helium Advisors LLC | 204.554 $ | +3.534 $ | +1,8 % | 201.020 $ | -355.745 $ | -63,9 % | ||||||
| Bernard Wealth Management Corp. | 174.673 $ | +8.430 $ | +5,1 % | 166.243 $ | -2.961 $ | -1,7 % | 169.204 $ | +4.101 $ | +2,5 % | |||
| EverSource Wealth Advisors, LLC | 173.147 $ | +4.756 $ | +2,8 % | 168.391 $ | +11.612 $ | +7,4 % | 156.779 $ | +2.700 $ | +1,8 % | 154.079 $ | +4.392 $ | +2,9 % |
| Wagner Wealth Management, LLC | 167.385 $ | -1.848 $ | -1,1 % | 169.233 $ | +4.144 $ | +2,5 % | ||||||
| Aptus Capital Advisors, LLC | 169.050 $ | +13.972 $ | +9,0 % | 155.078 $ | -4.416 $ | -2,8 % | 159.494 $ | +3.250 $ | +2,1 % | |||
| PFS Partners, LLC | 155.251 $ | +3.929 $ | +2,6 % | 151.322 $ | +11.073 $ | +7,9 % | 140.249 $ | -7.687 $ | -5,2 % | 147.936 $ | +4.615 $ | +3,2 % |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 143.822 $ | +692 $ | +0,5 % | 143.130 $ | +7.189 $ | +5,3 % | 135.941 $ | +1.045 $ | +0,8 % | 134.896 $ | +3.885 $ | +3,0 % |
| CHAPMAN FINANCIAL GROUP, LLC | 106.513 $ | +1.963 $ | +1,9 % | 104.550 $ | -37.863 $ | -26,6 % | 142.413 $ | -429 $ | -0,3 % | 142.842 $ | +2.671 $ | +1,9 % |
| PlanVest Financial, Inc | 111.663 $ | +3.625 $ | +3,4 % | 108.038 $ | ||||||||
| OPTIMA CAPITAL LLC | 111.584 $ | |||||||||||
| WELLS FARGO & COMPANY/MN | 109.226 $ | +71.658 $ | +190,7 % | 37.568 $ | +21.543 $ | +134,4 % | 16.025 $ | -35.862 $ | -69,1 % | |||
| Ritter Daniher Financial Advisory LLC / DE | 106.006 $ | +2.518 $ | +2,4 % | 103.488 $ | -4.312 $ | -4,0 % | 107.800 $ | |||||
| UBS Group AG | 90.083 $ | -15.225 $ | -14,5 % | 105.308 $ | +16.551 $ | +18,6 % | 88.757 $ | +42.556 $ | +92,1 % | |||
| EVERMAY WEALTH MANAGEMENT LLC | 105.294 $ | +2.729 $ | +2,7 % | 102.565 $ | +7.577 $ | +8,0 % | 94.988 $ | -1.967 $ | -2,0 % | 96.955 $ | ||
| Compass Financial Services Inc | 85.372 $ | +2.677 $ | +3,2 % | |||||||||
| FIDUCIARY FINANCIAL ADVISORS | 83.866 $ | |||||||||||
| BlackRock, Inc. | 81.954 $ | -1.697 $ | -2,0 % | 83.651 $ | ||||||||
| Luminist Capital LLC | 83.577 $ | +44.820 $ | +115,6 % | 38.757 $ | -21.170 $ | -35,3 % | 59.927 $ | -16.204 $ | -21,3 % | |||
| Global Wealth Strategies & Associates | 75.692 $ | -3.583 $ | -4,5 % | 79.275 $ | -95.503 $ | -54,6 % | ||||||
| BANK OF MONTREAL /CAN/ | 75.134 $ | -3.626 $ | -4,6 % | 78.760 $ | -100 $ | -0,1 % | 78.860 $ | +1.375 $ | +1,8 % | |||
| LANARK FINANCIAL, INC. | 73.391 $ | +51.181 $ | +230,4 % | 22.210 $ | +1.640 $ | +8,0 % | 20.570 $ | -4.633 $ | -18,4 % | 25.203 $ | ||
| Regatta Research & Money Management | 57.364 $ | |||||||||||
| Balance Wealth Partners LLC | 50.703 $ | |||||||||||
| HARBOR INVESTMENT ADVISORY, LLC | 50.363 $ | +65 $ | +0,1 % | 50.298 $ | +420 $ | +0,8 % | 49.878 $ | -471 $ | -0,9 % | 50.349 $ | -212 $ | -0,4 % |
| Key Capital Management, INC | 46.200 $ | |||||||||||
| Lloyd Advisory Services, LLC. | 43.330 $ | -1.197 $ | -2,7 % | 44.527 $ | +134 $ | +0,3 % | 44.393 $ | |||||
| IFG Advisory, LLC | 42.494 $ | |||||||||||
| Motiv8 Investments LLC | 42.000 $ | |||||||||||
| Pinnacle Wealth Planning Services, Inc. | 22.306 $ | +27 $ | +0,1 % | 22.279 $ | +79 $ | +0,4 % | 22.200 $ | -13.310 $ | -37,5 % | 35.510 $ | ||
| Garton & Associates Financial Advisors LLC | 34.704 $ | |||||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27.787 $ | -9.191 $ | -24,9 % | |||||||||
| Anfield Capital Management, LLC | 27.362 $ | -301 $ | -1,1 % | 27.663 $ | +677 $ | +2,5 % | ||||||
| ROYAL BANK OF CANADA | 24.000 $ | -55.000 $ | -69,6 % | |||||||||
| Triumph Capital Management | 23.442 $ | +512 $ | +2,2 % | 22.930 $ | +1.139 $ | +5,2 % | 21.791 $ | +392 $ | +1,8 % | 21.399 $ | ||
| CIBC Private Wealth Group LLC | 23.382 $ | +733 $ | +3,2 % | |||||||||
| Geneos Wealth Management Inc. | 23.034 $ | |||||||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17.162 $ | |||||||||||
| ROTHSCHILD INVESTMENT LLC | 15.144 $ | +1.119 $ | +8,0 % | 14.025 $ | -290 $ | -2,0 % | 14.315 $ | +448 $ | +3,2 % | |||
| Wealth Watch Advisors, INC | 14.894 $ | |||||||||||
| JDM Financial Group LLC | 11.580 $ | +582 $ | +5,3 % | 10.998 $ | +84 $ | +0,8 % | 10.914 $ | -882.229 $ | -98,8 % | |||
| GHP Investment Advisors, Inc. | 10.831 $ | +801 $ | +8,0 % | 10.030 $ | ||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 10.653 $ | |||||||||||
| ASSETMARK, INC | 10.082 $ | -37.163 $ | -78,7 % | |||||||||
| Oakmont Advisory Group, LLC | 9.362 $ | |||||||||||
| BFC Planning, Inc. | 9.170 $ | +341 $ | +3,9 % | 8.829 $ | +137 $ | +1,6 % | 8.692 $ | +140 $ | +1,6 % | |||
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 9.170 $ | +342 $ | +3,9 % | 8.828 $ | +136 $ | +1,6 % | 8.692 $ | +140 $ | +1,6 % | |||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 8.343 $ | |||||||||||
| Elevated Capital Advisors, LLC | 8.292 $ | +215 $ | +2,7 % | 8.077 $ | +597 $ | +8,0 % | 7.480 $ | -155 $ | -2,0 % | 7.635 $ | ||
| Larson Financial Group LLC | 7.216 $ | +158 $ | +2,2 % | 7.058 $ | +351 $ | +5,2 % | 6.707 $ | +120 $ | +1,8 % | 6.587 $ | +127 $ | +2,0 % |
| Highland Investment Advisors LLC | 5.672 $ | |||||||||||
| TD Waterhouse Canada Inc. | 5.361 $ | |||||||||||
| COUNTRY TRUST BANK | 4.247 $ | +122 $ | +3,0 % | 4.125 $ | ||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 2.551 $ | -6 $ | -0,2 % | 2.557 $ | ||||||||
| Total | 605.790.229 $ | -30.497.554 $ | +4,3 % | 1.770.645.732 $ | +276.181.647 $ | +39,9 % | 1.508.499.985 $ | -128.547.540 $ | +19,6 % | 1.636.646.769 $ | -62.772.721 $ | +11,3 % |