Institutionelle Investoren in Morse Asset Management, Inc

Alle meldenden Fondsgesellschaften (SEC-Formular 13F) und deren Investment in dieses Wertpapier über die letzten 4 Quartale.
Hinweis: Das Quartal Q3/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 14.11.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Fonds2026/Q32026/Q22026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
Total819.735.939 $+41.481.511 $
+44,9 %
2.418.733.114 $+258.482.990 $
+293,5 %
2.176.093.852 $+162.863.228 $
+201,8 %
1.895.758.615 $+261.212.572 $
+184,6 %
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC135.175.843 $-27.260.238 $
-16,8 %
162.436.081 $-1.050.749 $
-0,6 %
163.486.830 $-114.975.257 $
-41,3 %
278.462.087 $+77.429.697 $
+38,5 %
Cambridge Investment Research Advisors, Inc.133.704.000 $+80.300.000 $
+150,4 %
53.404.000 $-4.255.000 $
-7,4 %
57.659.000 $+2.451.000 $
+4,4 %
Empowered Funds, LLC108.082.852 $-3.442.166 $
-3,1 %
111.525.018 $+77.936.766 $
+232,0 %
33.588.252 $+9.049.031 $
+36,9 %
Rockefeller Capital Management L.P.81.377.728 $+11.441.969 $
+16,4 %
69.935.759 $+188.497 $
+0,3 %
69.747.262 $+890.199 $
+1,3 %
Deeter Investments LLP58.367.140 $+50.144.739 $
+609,9 %
8.222.401 $-5.929.835 $
-41,9 %
14.152.236 $
True Wealth Design, LLC55.786.162 $-1.134.882 $
-2,0 %
56.921.044 $-878.657 $
-1,5 %
57.799.701 $+2.979.216 $
+5,4 %
54.820.485 $+2.517.561 $
+4,8 %
Mariner, LLC53.363.178 $+20.485.060 $
+62,3 %
32.878.118 $-11.362.984 $
-25,7 %
44.241.102 $+8.188.160 $
+22,7 %
PENNINGTON PARTNERS & CO., LLC41.752.890 $-8.098.978 $
-16,2 %
49.851.868 $+2.734.116 $
+5,8 %
47.117.752 $+19.860.196 $
+72,9 %
Client First Investment Management LLC5.251.099 $-12.803.945 $
-70,9 %
18.055.044 $-29.259.403 $
-61,8 %
47.314.447 $+31.228.416 $
+194,1 %
16.086.031 $-2.611.261 $
-14,0 %
Ethos Financial Group, LLC26.112.407 $-20.931.852 $
-44,5 %
47.044.259 $+10.449.214 $
+28,6 %
36.595.045 $+1.920.085 $
+5,5 %
HighTower Advisors, LLC46.055.222 $+2.677.809 $
+6,2 %
43.377.413 $+4.133.947 $
+10,5 %
39.243.466 $+10.010.845 $
+34,2 %
ADAR1 Capital Management, LLC39.473.966 $+269.700 $
+0,7 %
39.204.266 $+401.178 $
+1,0 %
38.803.088 $+418.035 $
+1,1 %
Insight Advisors, LLC/ PA38.033.536 $-1.234.379 $
-3,1 %
39.267.915 $+2.691.643 $
+7,4 %
36.576.272 $+509.056 $
+1,4 %
Kalehua Capital Management LLC26.484.353 $-12.670.489 $
-32,4 %
39.154.842 $+12.591.258 $
+47,4 %
26.563.584 $
Ashton Thomas Private Wealth, LLC382.650 $-35.867.385 $
-98,9 %
36.250.035 $
JPMORGAN CHASE & CO35.951.248 $+35.034.397 $
+3.821,2 %
916.851 $-102.820 $
-10,1 %
1.019.671 $-1.098.125 $
-51,9 %
Cynosure Group, LLC25.832.777 $-9.571.668 $
-27,0 %
35.404.445 $
MML INVESTORS SERVICES, LLC34.765.505 $+13.152.791 $
+60,9 %
21.612.714 $+5.388.522 $
+33,2 %
16.224.192 $+2.421.252 $
+17,5 %
Whitcomb & Hess, Inc.34.209.284 $+2.238.268 $
+7,0 %
31.971.016 $-657.808 $
-2,0 %
32.628.824 $+3.557.801 $
+12,2 %
29.071.023 $+3.096.653 $
+11,9 %
Opus Capital Group, LLC35.826 $-33.021.174 $
-99,9 %
33.057.000 $+2.484.000 $
+8,1 %
30.573.000 $+7.896.000 $
+34,8 %
Well Done, LLC31.818.970 $+15.202.142 $
+91,5 %
16.616.828 $+2.485.267 $
+17,6 %
14.131.561 $+10.972.181 $
+347,3 %
3.159.380 $+748.849 $
+31,1 %
MERCER GLOBAL ADVISORS INC /ADV31.114.004 $+30.799.527 $
+9.793,9 %
314.477 $+56.768 $
+22,0 %
257.709 $
Pinion Investment Advisors, LLC29.097.618 $+13.513.080 $
+86,7 %
15.584.538 $+879.658 $
+6,0 %
14.704.880 $+3.262.410 $
+28,5 %
Amplius Wealth Advisors, LLC29.058.249 $+2.379.750 $
+8,9 %
26.678.499 $+2.023.685 $
+8,2 %
24.654.814 $+2.574.782 $
+11,7 %
22.080.032 $+1.787.622 $
+8,8 %
AQR CAPITAL MANAGEMENT LLC28.672.150 $+16.472.399 $
+135,0 %
12.199.751 $+2.456.766 $
+25,2 %
9.742.985 $+1.696.157 $
+21,1 %
SUSQUEHANNA INTERNATIONAL GROUP, LLP28.300.011 $+9.796.214 $
+52,9 %
18.503.797 $+14.509.351 $
+363,2 %
3.994.446 $-122.376 $
-3,0 %
ELEVATUS WELATH MANAGEMENT28.261.077 $+21.201.955 $
+300,3 %
7.059.122 $
Bravias Capital Group, LLC26.973.960 $+1.036.193 $
+4,0 %
25.937.767 $-481.075 $
-1,8 %
26.418.842 $-261.234 $
-1,0 %
Peterson Wealth Advisors, LLC26.889.802 $+7.280.974 $
+37,1 %
19.608.828 $+315.387 $
+1,6 %
19.293.441 $+2.911.949 $
+17,8 %
16.381.492 $+498.538 $
+3,1 %
CWM, LLC22.827.182 $-3.020.818 $
-11,7 %
25.848.000 $-1.696.000 $
-6,2 %
Aviso Financial Inc.25.843.010 $
Compass Ion Advisors, LLC21.785.210 $-2.708.554 $
-11,1 %
24.493.764 $+711.552 $
+3,0 %
23.782.212 $+150.066 $
+0,6 %
TITLEIST ASSET MANAGEMENT, LLC24.487.314 $+318.650 $
+1,3 %
24.168.664 $+154.627 $
+0,6 %
24.014.037 $+234.917 $
+1,0 %
23.779.120 $+256.178 $
+1,1 %
Investment Planning Advisors, Inc.23.362.260 $+4.555.057 $
+24,2 %
18.807.203 $
Innovative Advisory Group, LLC846.962 $+642.757 $
+314,8 %
204.205 $-23.093.646 $
-99,1 %
23.297.851 $-3.453.784 $
-12,9 %
Avondale Wealth Management19.001.747 $-3.835.168 $
-16,8 %
22.836.915 $+15.460.580 $
+209,6 %
7.376.335 $-640.209 $
-8,0 %
8.016.544 $-756.883 $
-8,6 %
Kathmere Capital Management, LLC15.669.690 $+3.920.762 $
+33,4 %
11.748.928 $-10.476.533 $
-47,1 %
22.225.461 $+984.907 $
+4,6 %
21.240.554 $-5.719.900 $
-21,2 %
CITADEL ADVISORS LLC21.861.959 $+13.548.929 $
+163,0 %
8.313.030 $-1.539.561 $
-15,6 %
9.852.591 $+3.432.412 $
+53,5 %
Jain Global LLC20.885.471 $
Castellan Group18.365.251 $-2.124.211 $
-10,4 %
20.489.462 $-149.803 $
-0,7 %
20.639.265 $+9.580.917 $
+86,6 %
11.058.348 $+10.090.538 $
+1.042,6 %
Sunbelt Securities, Inc.19.193.548 $-567.626 $
-2,9 %
19.761.174 $-1.234.610 $
-5,9 %
Private Advisor Group, LLC18.279.626 $+8.758.324 $
+92,0 %
9.521.302 $-2.023.706 $
-17,5 %
Commerce Advisors, LLC18.169.691 $+775.554 $
+4,5 %
17.394.137 $+5.950.620 $
+52,0 %
11.443.517 $
SUMMIT WEALTH & RETIREMENT PLANNING, INC.17.973.169 $+937.992 $
+5,5 %
17.035.177 $+305.651 $
+1,8 %
16.729.526 $+1.021.429 $
+6,5 %
Tortoise Investment Management, LLC17.845.336 $+1.004.683 $
+6,0 %
16.840.653 $+2.414.479 $
+16,7 %
14.426.174 $-1.110.706 $
-7,1 %
Optimus Capital Advisors, LLC17.726.372 $+1.290.409 $
+7,9 %
16.435.963 $+651.034 $
+4,1 %
15.784.929 $
Spahn Wealth & Retirement LLC16.734.386 $
Stratos Wealth Advisors, LLC16.290.978 $+4.991.066 $
+44,2 %
11.299.912 $+11.034.824 $
+4.162,7 %
265.088 $+2.173 $
+0,8 %
OLD MISSION CAPITAL LLC16.176.217 $+9.070.782 $
+127,7 %
7.105.435 $
Allen Capital Group, LLC15.904.686 $+562.197 $
+3,7 %
15.342.489 $+3.414.331 $
+28,6 %
11.928.158 $+1.749.643 $
+17,2 %
Gradient Investments LLC15.709.119 $+2.003.500 $
+14,6 %
13.705.619 $+3.252.660 $
+31,1 %
10.452.959 $+2.477.104 $
+31,1 %
7.975.855 $+2.404.457 $
+43,2 %
Stillwater Private Wealth, LLC14.576.000 $+414.000 $
+2,9 %
14.162.000 $
Aerodigm Wealth, LLC14.126.650 $+5.228.278 $
+58,8 %
8.898.372 $+1.197.764 $
+15,6 %
7.700.608 $
Arete Wealth Advisors, LLC11.522.358 $-2.593.591 $
-18,4 %
14.115.949 $+1.677.208 $
+13,5 %
12.438.741 $-150.259 $
-1,2 %
Aspect Partners, LLC8.527.734 $-774.241 $
-8,3 %
9.301.975 $-4.324.875 $
-31,7 %
13.626.850 $+1.753.721 $
+14,8 %
11.873.129 $+302.657 $
+2,6 %
Altiora Financial Group, LLC13.344.748 $+2.300.105 $
+20,8 %
11.044.643 $+4.409.703 $
+66,5 %
6.634.940 $
Farther Finance Advisors, LLC11.520.730 $-912.666 $
-7,3 %
12.433.396 $-856.594 $
-6,4 %
13.289.990 $+656.022 $
+5,2 %
12.633.968 $+10.350.847 $
+453,4 %
IHT Wealth Management, LLC11.582.192 $-455.335 $
-3,8 %
12.037.527 $-1.237.102 $
-9,3 %
13.274.629 $+2.549.657 $
+23,8 %
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC13.164.850 $
Quantinno Capital Management LP12.134.271 $-851.950 $
-6,6 %
12.986.221 $+9.440.450 $
+266,2 %
3.545.771 $+1.530.221 $
+75,9 %
WealthPlan Investment Management, LLC11.769.289 $+23.406 $
+0,2 %
11.745.883 $-1.008.805 $
-7,9 %
12.754.688 $+8.166.687 $
+178,0 %
4.588.001 $+73.338 $
+1,6 %
ROYAL BANK OF CANADA4.134.000 $-1.997.000 $
-32,6 %
6.131.000 $-6.461.000 $
-51,3 %
12.592.000 $+9.952.000 $
+377,0 %
Stokes Family Office, LLC8.635.779 $-1.851.061 $
-17,7 %
10.486.840 $-1.925.774 $
-15,5 %
12.412.614 $-497.288 $
-3,9 %
Teamwork Financial Advisors, LLC1.183.927 $-11.188.388 $
-90,4 %
12.372.315 $+2.360.676 $
+23,6 %
10.011.639 $+1.062.384 $
+11,9 %
8.949.255 $+8.679.521 $
+3.217,8 %
Private Advisory Group LLC643.644 $-7.255.354 $
-91,9 %
7.898.998 $-4.433.967 $
-36,0 %
12.332.965 $+12.077.691 $
+4.731,3 %
Lifeworks Advisors, LLC12.253.345 $+8.031.153 $
+190,2 %
4.222.192 $-152.360 $
-3,5 %
4.374.552 $-547.299 $
-11,1 %
Kingsview Wealth Management, LLC12.079.590 $+864.815 $
+7,7 %
11.214.775 $+78.965 $
+0,7 %
11.135.810 $+2.782.357 $
+33,3 %
Longview Financial Advisors, Inc.12.016.673 $+922.858 $
+8,3 %
11.093.815 $+1.682.618 $
+17,9 %
9.411.197 $+807.393 $
+9,4 %
8.603.804 $+763.428 $
+9,7 %
Focus Partners Wealth11.833.584 $+10.038.414 $
+559,2 %
1.795.170 $-155.085 $
-8,0 %
1.950.255 $+50.872 $
+2,7 %
Mutual Advisors, LLC11.801.493 $+1.804.632 $
+18,1 %
9.996.861 $+188.362 $
+1,9 %
9.808.499 $-441.211 $
-4,3 %
Innova Wealth Partners11.584.727 $+944.009 $
+8,9 %
10.640.718 $+1.201.644 $
+12,7 %
9.439.074 $+1.550.649 $
+19,7 %
7.888.425 $-118.256 $
-1,5 %
FISCHER INVESTMENT STRATEGIES, LLC11.422.364 $+1.077.206 $
+10,4 %
10.345.158 $+5.106.957 $
+97,5 %
5.238.201 $-4.168.912 $
-44,3 %
Weaver Consulting Group8.343.230 $-1.581.602 $
-15,9 %
9.924.832 $-1.127.819 $
-10,2 %
11.052.651 $+3.249.562 $
+41,6 %
7.803.089 $-1.255.613 $
-13,9 %
BLUEFIN CAPITAL MANAGEMENT, LLC9.367.200 $-1.098.900 $
-10,5 %
10.466.100 $
Ferguson Shapiro LLC8.479.559 $-333.459 $
-3,8 %
8.813.018 $-968.513 $
-9,9 %
9.781.531 $-397.619 $
-3,9 %
10.179.150 $-1.329.378 $
-11,6 %
Oasis Advisors, LLC10.048.825 $+8.955.907 $
+819,4 %
1.092.918 $
Aptus Capital Advisors, LLC10.033.793 $+1.122.607 $
+12,6 %
8.911.186 $+1.384.106 $
+18,4 %
7.527.080 $+2.427.404 $
+47,6 %
Marex Group Ltd9.980.166 $+8.631.202 $
+639,8 %
1.348.964 $+359.104 $
+36,3 %
989.860 $+101.752 $
+11,5 %
BEACON FINANCIAL GROUP9.711.932 $-102.479 $
-1,0 %
9.814.411 $+1.783.961 $
+22,2 %
8.030.450 $+4.434.452 $
+123,3 %
3.595.998 $-366.259 $
-9,2 %
Almanack Investment Partners, LLC.9.718.353 $+8.254.494 $
+563,9 %
1.463.859 $+648.606 $
+79,6 %
815.253 $-197.987 $
-19,5 %
NWAM LLC9.268.259 $+925.033 $
+11,1 %
8.343.226 $+33.393 $
+0,4 %
8.309.833 $+67.743 $
+0,8 %
UMB Private Wealth Management, LLC9.117.274 $
Able Wealth Management LLC8.649.725 $+317.196 $
+3,8 %
8.332.529 $-699.533 $
-7,7 %
9.032.062 $+4.024.024 $
+80,4 %
5.008.038 $+2.524.178 $
+101,6 %
OceanIQ Capital, LLC8.526.657 $+837.154 $
+10,9 %
7.689.503 $
COMMONWEALTH EQUITY SERVICES, LLC6.954.994 $-748.550 $
-9,7 %
7.703.544 $-739.244 $
-8,8 %
8.442.788 $+2.142.788 $
+34,0 %
MATHER GROUP, LLC.5.900.399 $-2.372.006 $
-28,7 %
8.272.405 $+7.996.856 $
+2.902,2 %
275.549 $
Cushing Capital Partners, LLC8.231.775 $+7.794.093 $
+1.780,8 %
437.682 $
AdvisorShares Investments LLC8.140.300 $
Flatrock Wealth Partners LLC8.121.249 $+711.391 $
+9,6 %
7.409.858 $+329.865 $
+4,7 %
7.079.993 $
Seed Wealth Management, Inc.8.110.781 $+1.116.410 $
+16,0 %
6.994.371 $+1.458.386 $
+26,3 %
5.535.985 $+1.328.389 $
+31,6 %
4.207.596 $+331.232 $
+8,5 %
Norris Financial Group, LLC8.031.086 $+638.763 $
+8,6 %
7.392.323 $+316.666 $
+4,5 %
7.075.657 $+497.395 $
+7,6 %
Commonwealth Financial Services, LLC3.276.058 $-4.534.735 $
-58,1 %
7.810.793 $+3.509.342 $
+81,6 %
4.301.451 $-93.758 $
-2,1 %
4.395.209 $-812.520 $
-15,6 %
Pallas Capital Advisors LLC7.789.412 $+2.061.893 $
+36,0 %
5.727.519 $+3.500.368 $
+157,2 %
2.227.151 $-288.278 $
-11,5 %
WEST MICHIGAN ADVISORS, LLC7.712.484 $+2.699.687 $
+53,9 %
5.012.797 $+3.044.817 $
+154,7 %
1.967.980 $+1.223.108 $
+164,2 %
Integrated Wealth Concepts LLC7.701.060 $+2.611.577 $
+51,3 %
5.089.483 $+527.679 $
+11,6 %
4.561.804 $-6.312.783 $
-58,1 %
Quinn Opportunity Partners LLC7.686.256 $
KESTRA PRIVATE WEALTH SERVICES, LLC2.498.115 $-5.104.925 $
-67,1 %
7.603.040 $+3.828.105 $
+101,4 %
3.774.935 $+1.887.705 $
+100,0 %
ENVESTNET ASSET MANAGEMENT INC7.168.835 $+1.278.630 $
+21,7 %
5.890.205 $-1.632.610 $
-21,7 %
7.522.815 $+850.283 $
+12,7 %
Encompass More Asset Management2.407.622 $+842.746 $
+53,9 %
1.564.876 $-5.932.108 $
-79,1 %
7.496.984 $+6.441.287 $
+610,1 %
1.055.697 $+499.946 $
+90,0 %
EPACRIA CAPITAL PARTNERS, LLC7.480.412 $+613.953 $
+8,9 %
6.866.459 $+233.246 $
+3,5 %
6.633.213 $+78.748 $
+1,2 %
JANE STREET GROUP, LLC7.473.805 $+6.107.893 $
+447,2 %
1.365.912 $-3.544 $
-0,3 %
1.369.456 $+155.656 $
+12,8 %
Black Swift Group, LLC7.458.633 $+3.062.871 $
+69,7 %
4.395.762 $-2.513.116 $
-36,4 %
6.908.878 $+418.289 $
+6,4 %
Moisand Fitzgerald Tamayo, LLC7.454.308 $+1.228.632 $
+19,7 %
6.225.676 $+296.862 $
+5,0 %
5.928.814 $+1.026.935 $
+20,9 %
4.901.879 $+2.581.867 $
+111,3 %
Kings Path Partners LLC7.362.057 $+832.242 $
+12,7 %
6.529.815 $+712.161 $
+12,2 %
5.817.654 $+3.533.899 $
+154,7 %
2.283.755 $+2.207.862 $
+2.909,2 %
Brookstone Capital Management7.252.808 $+962.616 $
+15,3 %
6.290.192 $+236.018 $
+3,9 %
6.054.174 $+54.702 $
+0,9 %
5.999.472 $+583.949 $
+10,8 %
Freedom Day Solutions, LLC7.223.921 $+2.833.046 $
+64,5 %
4.390.875 $+1.038.816 $
+31,0 %
3.352.059 $+1.165.159 $
+53,3 %
2.186.900 $+23.560 $
+1,1 %
GUARDIAN WEALTH ADVISORS, LLC / NC7.184.408 $+322.484 $
+4,7 %
6.861.924 $+1.360.950 $
+24,7 %
5.500.974 $+638.697 $
+13,1 %
Invst, LLC7.180.661 $+2.573.019 $
+55,8 %
4.607.642 $+151.545 $
+3,4 %
4.456.097 $+663.420 $
+17,5 %
D.A. DAVIDSON & CO.6.650.829 $-280.753 $
-4,1 %
6.931.582 $+70.931 $
+1,0 %
6.860.651 $+492.347 $
+7,7 %
Transcendent Capital Group LLC1.200.055 $-5.680.824 $
-82,6 %
6.880.879 $+1.864.936 $
+37,2 %
5.015.943 $+3.840.566 $
+326,8 %
Apeiron RIA LLC6.810.400 $+24.917 $
+0,4 %
6.785.483 $-47.601 $
-0,7 %
6.833.084 $+1.542.714 $
+29,2 %
5.290.370 $+3.225.394 $
+156,2 %
Madison Wealth Partners, Inc6.734.891 $+2.224.465 $
+49,3 %
4.510.426 $+394.044 $
+9,6 %
4.116.382 $+593.958 $
+16,9 %
QUARRY HILL ADVISORS, LLC6.714.526 $+438.777 $
+7,0 %
6.275.749 $+451.919 $
+7,8 %
5.823.830 $+833.232 $
+16,7 %
Janney Montgomery Scott LLC6.588.000 $+230.000 $
+3,6 %
6.358.000 $+152.000 $
+2,4 %
6.206.000 $+404.000 $
+7,0 %
ENZI WEALTH6.517.125 $+711.058 $
+12,2 %
5.806.067 $+864.905 $
+17,5 %
4.941.162 $+916.846 $
+22,8 %
4.024.316 $+474.790 $
+13,4 %
FORTRESS PRIVATE LEDGER, LLC5.837.779 $+1.338.380 $
+29,7 %
4.499.399 $-1.960.035 $
-30,3 %
6.459.434 $+2.771.373 $
+75,1 %
Belpointe Asset Management LLC6.414.023 $-3.703 $
-0,1 %
6.417.726 $+3.269.882 $
+103,9 %
3.147.844 $+1.225.894 $
+63,8 %
LifeGoal Investments, LLC4.233.521 $-2.102.453 $
-33,2 %
6.335.974 $+852.140 $
+15,5 %
5.483.834 $+2.975.345 $
+118,6 %
2.508.489 $+2.113.964 $
+535,8 %
CHILDRESS CAPITAL ADVISORS, LLC6.321.689 $+162.389 $
+2,6 %
6.159.300 $+2.378.840 $
+62,9 %
3.780.460 $+2.238.796 $
+145,2 %
Plan Group Financial, LLC6.313.517 $+2.385.265 $
+60,7 %
3.928.252 $+1.872.129 $
+91,1 %
2.056.123 $+1.095.038 $
+113,9 %
961.085 $+715.034 $
+290,6 %
Accurate Wealth Management, LLC5.358.003 $-943.442 $
-15,0 %
6.301.445 $+3.964.196 $
+169,6 %
2.337.249 $+2.128.052 $
+1.017,2 %
209.197 $-500.898 $
-70,5 %
Astra Wealth Partners LLC6.220.758 $+236.591 $
+4,0 %
5.984.167 $+12.664 $
+0,2 %
5.971.503 $+2.474.862 $
+70,8 %
Vise Technologies, Inc.6.183.406 $+3.016.084 $
+95,2 %
3.167.322 $+0 $
+0,0 %
3.167.322 $+2.568.646 $
+429,1 %
STIFEL FINANCIAL CORP6.159.517 $+4.251.778 $
+222,9 %
1.907.739 $-1.045.152 $
-35,4 %
2.952.891 $+610.221 $
+26,0 %
THRIVENT FINANCIAL FOR LUTHERANS6.147.000 $+1.276.000 $
+26,2 %
4.871.000 $+503.000 $
+11,5 %
4.368.000 $+1.714.000 $
+64,6 %
VOISARD ASSET MANAGEMENT GROUP, INC.6.125.854 $+3.580.668 $
+140,7 %
2.545.186 $+692.570 $
+37,4 %
1.852.616 $+629.218 $
+51,4 %
1.223.398 $+510.975 $
+71,7 %
OSAIC HOLDINGS, INC.5.974.065 $+1.053.112 $
+21,4 %
4.920.953 $+957.743 $
+24,2 %
3.963.210 $-1.603.605 $
-28,8 %
ATLas Financial Planning LLC5.845.367 $+671.392 $
+13,0 %
5.173.975 $+137.084 $
+2,7 %
5.036.891 $
Pearl Planning LLC4.330.469 $-260.981 $
-5,7 %
4.591.450 $-1.223.748 $
-21,0 %
5.815.198 $+156.537 $
+2,8 %
5.658.661 $
CAPTRUST FINANCIAL ADVISORS3.953.895 $-577.694 $
-12,7 %
4.531.589 $-1.048.344 $
-18,8 %
5.579.933 $+4.175.242 $
+297,2 %
TRUIST FINANCIAL CORP442.483 $-33.376 $
-7,0 %
475.859 $-5.062.235 $
-91,4 %
5.538.094 $-521.921 $
-8,6 %
TopTier Wealth Management, LLC5.367.494 $-158.181 $
-2,9 %
5.525.675 $+248.817 $
+4,7 %
5.276.858 $-78.628 $
-1,5 %
5.355.486 $
HORIZON KINETICS ASSET MANAGEMENT LLC5.520.868 $
Beacon Pointe Advisors, LLC5.503.274 $+358.328 $
+7,0 %
5.144.946 $-167.538 $
-3,2 %
5.312.484 $+4.970.292 $
+1.452,5 %
Ameritas Advisory Services, LLC5.488.828 $+1.663.474 $
+43,5 %
RHS Financial, LLC4.625.497 $-451.057 $
-8,9 %
5.076.554 $-365.585 $
-6,7 %
5.442.139 $+694.955 $
+14,6 %
4.747.184 $+806.831 $
+20,5 %
World Investment Advisors5.262.462 $+0 $
+0,0 %
5.262.462 $+148.629 $
+2,9 %
5.113.833 $-180.384 $
-3,4 %
US BANCORP \DE\5.076.788 $+86.203 $
+1,7 %
4.990.585 $+2.967.407 $
+146,7 %
Wealth Management Nebraska4.948.832 $+918.802 $
+22,8 %
4.030.030 $+539.968 $
+15,5 %
3.490.062 $+258.374 $
+8,0 %
Kestra Advisory Services, LLC4.923.400 $+131.554 $
+2,7 %
4.791.846 $+788.553 $
+19,7 %
4.003.293 $+536.598 $
+15,5 %
Chicago Partners Investment Group LLC4.821.786 $+4.621.434 $
+2.306,7 %
200.352 $
Main Street Group, LTD3.781.421 $-41.380 $
-1,1 %
3.822.801 $-742.525 $
-16,3 %
4.565.326 $+1.503.403 $
+49,1 %
Robertson Stephens Wealth Management, LLC4.516.579 $+2.625.575 $
+138,8 %
1.891.004 $-103.370 $
-5,2 %
1.994.374 $+308.159 $
+18,3 %
1.686.215 $
Altium Investment Strategies LLC4.473.743 $+990.485 $
+28,4 %
3.483.258 $+1.339.432 $
+62,5 %
2.143.826 $
Sippican Capital Advisors4.446.084 $+2.437.775 $
+121,4 %
TCFG WEALTH MANAGEMENT, LLC4.401.460 $+72.089 $
+1,7 %
4.329.371 $-70.863 $
-1,6 %
TCFG Investment Advisors, LLC4.214.566 $-77.836 $
-1,8 %
4.292.402 $-109.058 $
-2,5 %
4.401.460 $
Hershey Financial Advisers, LLC2.645.883 $-13.902 $
-0,5 %
2.659.785 $-1.708.260 $
-39,1 %
4.368.045 $-97.202 $
-2,2 %
Triad Wealth Partners, LLC3.990.736 $+1.407.703 $
+54,5 %
2.583.033 $-1.660.474 $
-39,1 %
4.243.507 $+2.330.659 $
+121,8 %
Arcus Capital Partners, LLC4.168.404 $+1.772.830 $
+74,0 %
2.395.574 $-1.463.154 $
-37,9 %
3.858.728 $+3.426.060 $
+791,8 %
Prospera Financial Services Inc4.117.223 $+502.826 $
+13,9 %
3.614.397 $+8.661 $
+0,2 %
3.605.736 $+14.374 $
+0,4 %
Focus Advisor Solutions, LLC1.723.331 $-2.369.728 $
-57,9 %
4.093.059 $
Empirical Finance, LLC4.016.421 $+1.646.198 $
+69,5 %
2.370.223 $+44.405 $
+1,9 %
SVRN Asset Management, LLC3.983.014 $+2.419.844 $
+154,8 %
1.563.170 $+349.901 $
+28,8 %
1.213.269 $
Atria Investments, Inc2.252.725 $-255.577 $
-10,2 %
2.508.302 $+309.840 $
+14,1 %
2.198.462 $-1.684.321 $
-43,4 %
3.882.783 $+1.145.019 $
+41,8 %
Gotham Asset Management, LLC3.796.526 $+25.939 $
+0,7 %
3.770.587 $
Rossby Financial, LCC3.762.102 $+903.452 $
+31,6 %
2.858.650 $
STAPP WEALTH MANAGEMENT, PLLC3.736.214 $+937.412 $
+33,5 %
2.798.802 $
BWM Planning, LLC3.698.631 $+144.468 $
+4,1 %
3.554.163 $+41.319 $
+1,2 %
3.512.844 $+40.805 $
+1,2 %
U.S. Capital Wealth Advisors, LLC2.196.020 $-1.468.764 $
-40,1 %
3.664.784 $+1.662.328 $
+83,0 %
Sowell Financial Services LLC3.612.185 $+1.825.925 $
+102,2 %
1.786.260 $-152.695 $
-7,9 %
1.938.955 $-75.692 $
-3,8 %
2.014.647 $
Hill Investment Group Partners, LLC2.324.237 $+15.880 $
+0,7 %
2.308.357 $-1.298.992 $
-36,0 %
3.607.349 $+1.034.341 $
+40,2 %
Dynamic Advisor Solutions LLC3.599.900 $+896.643 $
+33,2 %
2.703.257 $+178.950 $
+7,1 %
2.524.307 $-124.374 $
-4,7 %
2.648.681 $-21.336 $
-0,8 %
Valley Financial Group, Inc.3.566.327 $+310.440 $
+9,5 %
3.255.887 $+1.787.556 $
+121,7 %
1.468.331 $-75.269 $
-4,9 %
Greenwich Wealth Management LLC3.556.000 $+12.000 $
+0,3 %
3.544.000 $+1.553.000 $
+78,0 %
1.991.000 $-687.000 $
-25,7 %
Friedenthal Financial3.413.803 $+483.643 $
+16,5 %
2.930.160 $+838.908 $
+40,1 %
2.091.252 $
SFI Advisors, LLC3.404.743 $+1.263.844 $
+59,0 %
2.140.899 $+672.223 $
+45,8 %
1.468.676 $+13.887 $
+1,0 %
BXM Wealth LLC2.469.428 $-843.674 $
-25,5 %
3.313.102 $+63.816 $
+2,0 %
3.249.286 $+2.640.704 $
+433,9 %
GK Wealth Management LLC2.292.797 $-968.745 $
-29,7 %
3.261.542 $+42.539 $
+1,3 %
3.219.003 $+13.046 $
+0,4 %
Nicht ausgewiesen3.238.944 $+1.998.013 $
+161,0 %
1.240.931 $+232.195 $
+23,0 %
1.008.736 $+602.028 $
+148,0 %
CREATIVE FINANCIAL DESIGNS INC /ADV3.229.811 $
Sherman Wealth Management LLC3.227.311 $+817.716 $
+33,9 %
2.409.595 $-682.789 $
-22,1 %
3.092.384 $+1.197.838 $
+63,2 %
1.894.546 $
Perigon Wealth Management, LLC3.221.510 $+149.537 $
+4,9 %
3.071.973 $+611.160 $
+24,8 %
2.460.813 $
Elevated Financial Group LLC3.201.321 $+681.895 $
+27,1 %
2.519.426 $-185.363 $
-6,9 %
2.704.789 $+595.121 $
+28,2 %
2.109.668 $
HB Wealth Management, LLC2.295.081 $-645.661 $
-22,0 %
2.940.742 $-184.338 $
-5,9 %
3.125.080 $-944.846 $
-23,2 %
Pacific Park Financial, Inc.3.099.687 $
Waterloo Capital, L.P.2.995.045 $-84.547 $
-2,7 %
3.079.592 $
Revolve Wealth Partners, LLC3.050.546 $+156.786 $
+5,4 %
2.893.760 $+2.661.258 $
+1.144,6 %
232.502 $
LPL Financial LLC3.046.682 $+963.928 $
+46,3 %
2.082.754 $+23.385 $
+1,1 %
2.059.369 $-573.530 $
-21,8 %
BlackDiamond Wealth Management, LLC2.849.217 $-66.878 $
-2,3 %
2.916.095 $-122.080 $
-4,0 %
3.038.175 $-672.416 $
-18,1 %
IEQ CAPITAL, LLC1.356.956 $-342.855 $
-20,2 %
1.699.811 $-1.246.634 $
-42,3 %
2.946.445 $
Focus Financial Network, Inc.2.640.959 $+77.807 $
+3,0 %
2.563.152 $+117.405 $
+4,8 %
2.445.747 $-492.692 $
-16,8 %
2.938.439 $+30.860 $
+1,1 %
GOLDMAN SACHS GROUP INC2.780.986 $+911.166 $
+48,7 %
1.869.820 $+42.502 $
+2,3 %
1.827.318 $+101.675 $
+5,9 %
MAI Capital Management2.763.324 $
Wedmont Private Capital1.540.379 $+527.452 $
+52,1 %
1.012.927 $-1.718.488 $
-62,9 %
2.731.415 $+1.019.528 $
+59,6 %
1.711.887 $+1.310.547 $
+326,5 %
Journey Advisory Group, LLC2.292.271 $+1.320.087 $
+135,8 %
972.184 $-1.712.869 $
-63,8 %
2.685.053 $-84.934 $
-3,1 %
TORNO CAPITAL, LLC2.679.019 $+1.385.569 $
+107,1 %
AXXCESS WEALTH MANAGEMENT, LLC2.675.377 $+993.730 $
+59,1 %
1.681.647 $
COLDSTREAM CAPITAL MANAGEMENT INC1.911.495 $+242.500 $
+14,5 %
1.668.995 $-993.844 $
-37,3 %
2.662.839 $
RESOLUTE CAPITAL, LLC2.586.050 $+953.804 $
+58,4 %
1.632.246 $-181.155 $
-10,0 %
1.813.401 $
JOURNEY STRATEGIC WEALTH LLC2.518.337 $+897.768 $
+55,4 %
1.620.569 $-208.250 $
-11,4 %
Dynamic Financial Group2.518.200 $+309.088 $
+14,0 %
2.209.112 $+778.077 $
+54,4 %
1.431.035 $
Nicholas Wealth, LLC.2.497.061 $+650.492 $
+35,2 %
1.846.569 $+1.249.545 $
+209,3 %
597.024 $+367.141 $
+159,7 %
Arax Advisory Partners2.454.909 $
IPG Investment Advisors LLC2.395.661 $+2.042.488 $
+578,3 %
353.173 $+3.614 $
+1,0 %
349.559 $-11.036 $
-3,1 %
XY Planning Network, Inc.2.372.009 $+30.959 $
+1,3 %
2.341.050 $+2.017.274 $
+623,0 %
323.776 $+69.570 $
+27,4 %
TWO SIGMA SECURITIES, LLC2.345.781 $+2.131.490 $
+994,7 %
214.291 $-180.234 $
-45,7 %
IFP Advisors, Inc2.338.086 $+674.247 $
+40,5 %
1.663.839 $+1.351.949 $
+433,5 %
311.890 $+3.192 $
+1,0 %
308.698 $+3.325 $
+1,1 %
WEDBUSH SECURITIES INC2.303.000 $+224.000 $
+10,8 %
2.079.000 $+534.000 $
+34,6 %
1.545.000 $+765.000 $
+98,1 %
MGO ONE SEVEN LLC2.281.115 $+140.714 $
+6,6 %
2.140.401 $-312 $
-0,0 %
2.140.713 $+456.468 $
+27,1 %
Morse Asset Management, Inc2.270.726 $+454.044 $
+25,0 %
1.816.682 $-148.305 $
-7,5 %
1.964.987 $+598.667 $
+43,8 %
Schiavi & Co LLC2.268.555 $+15.500 $
+0,7 %
2.253.055 $+23.055 $
+1,0 %
2.230.000 $+1.205.260 $
+117,6 %
JPL Wealth Management, LLC2.266.043 $+1.059.999 $
+87,9 %
1.206.044 $+385.841 $
+47,0 %
820.203 $+816.104 $
+19.909,8 %
Savvy Advisors, Inc.2.261.039 $+700.512 $
+44,9 %
1.560.527 $
Wealthspire Advisors, LLC1.575.798 $-675.228 $
-30,0 %
2.251.026 $+173.240 $
+8,3 %
2.077.786 $-400.491 $
-16,2 %
TD Waterhouse Canada Inc.2.207.382 $+12.249 $
+0,6 %
2.195.133 $+118.290 $
+5,7 %
2.076.843 $-8.176 $
-0,4 %
2.085.019 $+186.631 $
+9,8 %
January Capital Advisors LLC2.190.637 $+14.967 $
+0,7 %
2.175.670 $
Wealthcare Advisory Partners LLC2.132.322 $-22.485 $
-1,0 %
2.154.807 $+428.947 $
+24,9 %
1.725.860 $-453.098 $
-20,8 %
2.178.958 $+316.892 $
+17,0 %
Privatperson1.177.260 $-174.193 $
-12,9 %
1.351.453 $-30.305 $
-2,2 %
1.381.758 $-731.133 $
-34,6 %
2.112.891 $-742.604 $
-26,0 %
UBS Group AG153.505 $+146.675 $
+2.147,5 %
6.830 $-1.995.910 $
-99,7 %
2.002.740 $+1.956.840 $
+4.263,3 %
MONEY CONCEPTS CAPITAL CORP1.991.935 $+661.694 $
+49,7 %
1.330.241 $
Ascentis Independent Advisors46.835 $-1.944.630 $
-97,6 %
1.991.465 $+1.367.047 $
+218,9 %
624.418 $-21.738 $
-3,4 %
BECK CAPITAL MANAGEMENT, LLC1.928.210 $+163.701 $
+9,3 %
1.764.509 $+271.999 $
+18,2 %
IFS Advisors, LLC1.896.800 $
Fermata Advisors, LLC1.865.234 $+22.354 $
+1,2 %
1.842.880 $+1.075.482 $
+140,1 %
767.398 $+31.794 $
+4,3 %
735.604 $-145.217 $
-16,5 %
OneAscent Wealth Management LLC1.831.405 $+323.124 $
+21,4 %
1.508.281 $+57.215 $
+3,9 %
1.451.066 $+1.184.747 $
+444,9 %
Meridian Wealth Management, LLC1.831.053 $+706.529 $
+62,8 %
1.124.524 $+387.424 $
+52,6 %
737.100 $
Integrity Investment Advisors, LLC1.723.331 $-74.861 $
-4,2 %
1.798.192 $+215 $
+0,0 %
1.797.977 $+102.943 $
+6,1 %
Magnolia Private Wealth, LLC845.507 $-949.894 $
-52,9 %
1.795.401 $+913.965 $
+103,7 %
881.436 $-139.205 $
-13,6 %
Frazier Financial Advisors, LLC1.784.067 $+62.194 $
+3,6 %
1.721.873 $+17.620 $
+1,0 %
1.704.253 $+166.801 $
+10,8 %
Snowden Capital Advisors LLC1.770.635 $+11.516 $
+0,7 %
1.759.119 $+1.011.429 $
+135,3 %
747.690 $+8.625 $
+1,2 %
RED CRANE WEALTH MANAGEMENT, LLC1.735.953 $+19.062 $
+1,1 %
1.716.891 $+26.616 $
+1,6 %
1.690.275 $+126.181 $
+8,1 %
1.564.094 $+804.762 $
+106,0 %
Hofer & Associates. Inc1.735.953 $
Vestment Financial LLC1.727.725 $+100.893 $
+6,2 %
1.626.832 $-34.395 $
-2,1 %
1.661.227 $+800.782 $
+93,1 %
860.445 $+49.351 $
+6,1 %
MONETA GROUP INVESTMENT ADVISORS LLC1.148.536 $-221.825 $
-16,2 %
1.370.361 $-356.139 $
-20,6 %
1.726.500 $
Virtu Financial LLC1.693.000 $
Cambria Investment Management, L.P.1.332.718 $+52.481 $
+4,1 %
1.280.237 $-382.267 $
-23,0 %
1.662.504 $+35.445 $
+2,2 %
Vestmark Advisory Solutions, Inc.1.580.111 $
Creative Planning1.575.212 $+1.159.125 $
+278,6 %
416.087 $
Goldenstone Wealth Management LLC1.547.227 $+1.189.635 $
+332,7 %
357.592 $
Redwood Family Wealth LLC1.476.560 $+17.853 $
+1,2 %
1.458.707 $-45.620 $
-3,0 %
1.504.327 $+5.840 $
+0,4 %
1.498.487 $
Kesler, Norman & Wride, LLC1.457.025 $+155.080 $
+11,9 %
1.301.945 $+210.603 $
+19,3 %
1.091.342 $+243.661 $
+28,7 %
Revisor Wealth Management LLC1.329.986 $-69.708 $
-5,0 %
1.399.694 $-36.952 $
-2,6 %
1.436.646 $-3.210 $
-0,2 %
1.439.856 $+765.618 $
+113,6 %
BRIGHTON JONES LLC1.431.660 $+9.782 $
+0,7 %
1.421.878 $+29.711 $
+2,1 %
Corient Private Wealth LP1.426.090 $
Vontobel Holding Ltd.1.405.140 $+10.620 $
+0,8 %
1.394.520 $+1.049.220 $
+303,9 %
345.300 $+3.720 $
+1,1 %
ETF Store, Inc.1.259.133 $-85.818 $
-6,4 %
1.344.951 $-14.020 $
-1,0 %
1.358.971 $-32.134 $
-2,3 %
1.391.105 $+869 $
+0,1 %
BANK OF AMERICA CORP /DE/222.471 $+1.520 $
+0,7 %
220.951 $-1.163.127 $
-84,0 %
1.384.078 $+1.167.744 $
+539,8 %
Parkwoods Wealth Partners, LLC1.353.092 $+9.245 $
+0,7 %
1.343.847 $+223.809 $
+20,0 %
1.120.038 $+115.223 $
+11,5 %
MAGNOLIA CAPITAL ADVISORS LLC1.082.263 $-103.081 $
-8,7 %
1.185.344 $-143.255 $
-10,8 %
1.328.599 $+164.494 $
+14,1 %
INDEPENDENT FINANCIAL GROUP, LLC1.144.358 $-167.167 $
-12,7 %
1.311.525 $+13.380 $
+1,0 %
1.298.145 $+13.284 $
+1,0 %
1.284.861 $+185.201 $
+16,8 %
Smart Money Group LLC1.306.724 $+4.741 $
+0,4 %
1.301.983 $+13.323 $
+1,0 %
1.288.660 $+10.126 $
+0,8 %
United Advisor Group, LLC1.291.151 $-15.018 $
-1,1 %
1.306.169 $+43.292 $
+3,4 %
1.262.877 $+62.679 $
+5,2 %
CONTINUUM WEALTH ADVISORS, LLC1.270.088 $-1.978 $
-0,2 %
1.272.066 $-21.311 $
-1,6 %
1.293.377 $+22.903 $
+1,8 %
1.270.474 $+173.661 $
+15,8 %
Privatperson1.288.927 $+190.103 $
+17,3 %
1.098.824 $
MORGAN STANLEY888.636 $+632.440 $
+246,9 %
256.196 $-1.024.637 $
-80,0 %
1.280.833 $-50.517 $
-3,8 %
Canvas Wealth Advisors, LLC1.200.173 $-72.040 $
-5,7 %
1.272.213 $+253.578 $
+24,9 %
1.018.635 $+95.964 $
+10,4 %
Professional Financial Advisors, LLC1.220.246 $+293.830 $
+31,7 %
926.416 $-324.050 $
-25,9 %
1.250.466 $+616.035 $
+97,1 %
634.431 $+210.530 $
+49,7 %
Swan Global Investments, LLC761.085 $-204.122 $
-21,1 %
965.207 $-277.873 $
-22,4 %
1.243.080 $-202.942 $
-14,0 %
SCOTIA CAPITAL INC.1.242.441 $
SEEDS INVESTOR LLC892.460 $+262.812 $
+41,7 %
629.648 $-607.447 $
-49,1 %
1.237.095 $-163.041 $
-11,6 %
Independence Wealth Advisors, LLC1.230.030 $+192.956 $
+18,6 %
1.037.074 $+254.854 $
+32,6 %
782.220 $
THOROUGHBRED FINANCIAL SERVICES, LLC1.200.000 $+77.000 $
+6,9 %
1.123.000 $+212.000 $
+23,3 %
911.000 $-99.000 $
-9,8 %
Cerity Partners LLC1.170.688 $
RFG Advisory, LLC1.164.928 $+199.488 $
+20,7 %
965.440 $-24.420 $
-2,5 %
989.860 $-68.286 $
-6,5 %
Landing Point Financial Group, LLC1.074.301 $-53.014 $
-4,7 %
1.127.315 $+23.736 $
+2,2 %
1.103.579 $-86.508 $
-7,3 %
Busey Bank1.116.384 $+11.424 $
+1,0 %
1.104.960 $+11.904 $
+1,1 %
HARBOUR INVESTMENTS, INC.1.115.348 $+187.008 $
+20,1 %
928.340 $+116.885 $
+14,4 %
811.455 $-128.232 $
-13,6 %
Concurrent Investment Advisors, LLC419.337 $+4.604 $
+1,1 %
414.733 $-640.715 $
-60,7 %
1.055.448 $-36.391 $
-3,3 %
1.091.839 $+717.581 $
+191,7 %
Root Financial Partners, LLC968.920 $-113.507 $
-10,5 %
1.082.427 $+11.076 $
+1,0 %
1.071.351 $+11.542 $
+1,1 %
Cetera Investment Advisers1.058.845 $-17.419 $
-1,6 %
1.076.264 $+275.858 $
+34,5 %
800.406 $-7.089 $
-0,9 %
Kure Advisory, LLC1.070.212 $+828.655 $
+343,0 %
241.557 $
STEPHENS INC /AR/1.065.987 $+53.683 $
+5,3 %
1.012.304 $+10.358 $
+1,0 %
1.001.946 $-91.679 $
-8,4 %
CITIZENS FINANCIAL GROUP INC/RI1.045.859 $+11.267 $
+1,1 %
Waverly Advisors, LLC1.032.598 $+614.884 $
+147,2 %
417.714 $
55 North Private Wealth, LLC457.341 $+2.563 $
+0,6 %
454.778 $-210.866 $
-31,7 %
665.644 $-361.508 $
-35,2 %
1.027.152 $
ZEGA Investments, LLC1.010.135 $+583.816 $
+136,9 %
426.319 $+15.757 $
+3,8 %
410.562 $-40.210 $
-8,9 %
TWIN FOCUS CAPITAL PARTNERS, LLC506.451 $-499.534 $
-49,7 %
1.005.985 $
BIRCH FINANCIAL GROUP, LLC1.000.598 $
CPR Investments Inc.1.000.183 $
STEEL GROVE CAPITAL ADVISORS, LLC999.109 $+6.825 $
+0,7 %
992.284 $+51.936 $
+5,5 %
940.348 $+19.771 $
+2,1 %
Nicholas Hoffman & Company, LLC.562.969 $-428.868 $
-43,2 %
991.837 $
INNEALTA CAPITAL, LLC990.698 $+153.759 $
+18,4 %
836.939 $+633.442 $
+311,3 %
203.497 $-170.419 $
-45,6 %
CENTAURUS FINANCIAL, INC.888.000 $+10.000 $
+1,1 %
878.000 $-110.000 $
-11,1 %
988.000 $+271.000 $
+37,8 %
RIA Advisory Group LLC809.788 $+368.242 $
+83,4 %
441.546 $-303.873 $
-40,8 %
745.419 $-240.528 $
-24,4 %
985.947 $-262.756 $
-21,0 %
EVOLUTION WEALTH MANAGEMENT INC.983.673 $
Straight Path Wealth Management886.840 $+710 $
+0,1 %
886.130 $-93.831 $
-9,6 %
979.961 $+253.079 $
+34,8 %
Legacy Wealth Managment, LLC/ID975.594 $
Claro Advisors Inc.963.112 $+44.721 $
+4,9 %
918.391 $+334.425 $
+57,3 %
583.966 $
NewEdge Advisors, LLC797.149 $-152.475 $
-16,1 %
949.624 $+250.507 $
+35,8 %
699.117 $
Cadia Private Client LLC943.806 $+6.448 $
+0,7 %
937.358 $+9.592 $
+1,0 %
927.766 $
CLG LLC941.088 $+32.581 $
+3,6 %
908.507 $-3.096 $
-0,3 %
911.603 $+40.060 $
+4,6 %
871.543 $+41.043 $
+4,9 %
IMC-Chicago, LLC940.613 $+423.862 $
+82,0 %
516.751 $
Composition Wealth, LLC937.774 $+6.407 $
+0,7 %
931.367 $+9.531 $
+1,0 %
921.836 $
Kilter Group LLC929.695 $+106.012 $
+12,9 %
823.683 $+8.429 $
+1,0 %
815.254 $-132.745 $
-14,0 %
McMill Wealth Management917.634 $+496.598 $
+117,9 %
421.036 $+6.813 $
+1,6 %
Jessup Wealth Management, Inc908.643 $+9.977 $
+1,1 %
898.666 $+6.140 $
+0,7 %
892.526 $+9.133 $
+1,0 %
883.393 $+9.517 $
+1,1 %
Arkadios Wealth Advisors893.280 $
Optivise Advisory Services LLC826.810 $-43.074 $
-5,0 %
869.884 $+61.677 $
+7,6 %
808.207 $+68.909 $
+9,3 %
739.298 $+4.424 $
+0,6 %
SHP Wealth Management153.739 $+1.050 $
+0,7 %
152.689 $-715.855 $
-82,4 %
868.544 $
Mattson Financial Services, LLC834.272 $+280.499 $
+50,7 %
553.773 $+4.861 $
+0,9 %
548.912 $+120.912 $
+28,3 %
SAX WEALTH ADVISORS, LLC827.341 $+0 $
+0,0 %
827.341 $-67.829 $
-7,6 %
Luminist Capital LLC631.583 $-193.959 $
-23,5 %
825.542 $+352.021 $
+74,3 %
473.521 $+412.942 $
+681,7 %
Capital Investment Advisory Services, LLC814.908 $+99.867 $
+14,0 %
Parcion Private Wealth LLC813.190 $+5.556 $
+0,7 %
807.634 $
SIMON QUICK ADVISORS, LLC811.355 $+257.995 $
+46,6 %
Kane Co Wealth Management, Inc.796.446 $+49.050 $
+6,6 %
747.396 $-6.739 $
-0,9 %
754.135 $
CONDOR CAPITAL MANAGEMENT781.279 $+10.106 $
+1,3 %
771.173 $+395.088 $
+105,1 %
376.085 $+4.051 $
+1,1 %
Strategic Financial Concepts, LLC779.351 $+564.680 $
+263,0 %
214.671 $-109.830 $
-33,8 %
PEAK FINANCIAL ADVISORS LLC766.354 $+5.236 $
+0,7 %
761.118 $
Tradition Wealth Management, LLC758.626 $
QUANTIFY CHAOS ADVISORS, LLC755.348 $+121.451 $
+19,2 %
633.897 $+6.487 $
+1,0 %
627.410 $
Detalus Advisors, LLC742.779 $+8.156 $
+1,1 %
734.623 $+3.973 $
+0,5 %
730.650 $+1.837 $
+0,3 %
728.813 $-1.030 $
-0,1 %
Paladin Wealth, LLC734.154 $+144.215 $
+24,4 %
589.939 $+133.913 $
+29,4 %
456.026 $+158.396 $
+53,2 %
Orion Porfolio Solutions, LLC511.909 $-201.366 $
-28,2 %
713.275 $+308.617 $
+76,3 %
OneAscent Financial Services LLC329.257 $-264.985 $
-44,6 %
594.242 $-104.875 $
-15,0 %
699.117 $-815.221 $
-53,8 %
ADAMSBROWN WEALTH CONSULTANTS LLC692.669 $+164.008 $
+31,0 %
528.661 $
Millington Financial Advisors, LLC649.262 $-37.300 $
-5,4 %
686.562 $+42.607 $
+6,6 %
643.955 $+300.893 $
+87,7 %
Balance Wealth Partners LLC645.652 $+280.186 $
+76,7 %
365.466 $
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO643.058 $+262.441 $
+69,0 %
380.617 $-121.679 $
-24,2 %
502.296 $-21.687 $
-4,1 %
Fiduciary Alliance LLC640.490 $+299.290 $
+87,7 %
341.200 $+136.692 $
+66,8 %
204.508 $
Cardinal Point Capital Management ULC639.898 $+69.084 $
+12,1 %
570.814 $+34.136 $
+6,4 %
536.678 $+71.098 $
+15,3 %
465.580 $+4.531 $
+1,0 %
BIP Wealth, LLC437.686 $+18.457 $
+4,4 %
419.229 $-219.349 $
-34,3 %
638.578 $+91.022 $
+16,6 %
GREAT OAK CAPITAL PARTNERS, LLC629.047 $+115.062 $
+22,4 %
513.985 $+274.238 $
+114,4 %
239.747 $+27.976 $
+13,2 %
46 Peaks LLC615.191 $
Larson Financial Group LLC602.139 $+317.489 $
+111,5 %
Payne Capital Management, LLC598.488 $+223.531 $
+59,6 %
374.957 $+12.216 $
+3,4 %
362.741 $+24.270 $
+7,2 %
TME FINANCIAL, INC.550.693 $+4.174 $
+0,8 %
546.519 $-46.484 $
-7,8 %
593.003 $+5.033 $
+0,9 %
587.970 $+1.780 $
+0,3 %
RAYMOND JAMES FINANCIAL INC569.174 $-16.811 $
-2,9 %
585.985 $+7.838 $
+1,4 %
578.147 $+221.424 $
+62,1 %
Relyea Zuckerberg Hanson LLC573.296 $+6.295 $
+1,1 %
567.001 $+3.874 $
+0,7 %
563.127 $+97.815 $
+21,0 %
465.312 $+166.353 $
+55,6 %
SILVER OAK SECURITIES, INCORPORATED566.833 $+120.628 $
+27,0 %
446.205 $+40.229 $
+9,9 %
405.976 $+43.901 $
+12,1 %
FIG FINANCIAL ADVISORY SERVICES INC /ADV561.480 $+22.603 $
+4,2 %
538.877 $
Sequent Planning LLC555.358 $+3.795 $
+0,7 %
551.563 $
Formidable Asset Management, LLC553.424 $+9.461 $
+1,7 %
543.963 $-5.412 $
-1,0 %
549.375 $+132.008 $
+31,6 %
KINGSWOOD WEALTH ADVISORS, LLC550.908 $+213.434 $
+63,2 %
337.474 $+49.609 $
+17,2 %
287.865 $-244.317 $
-45,9 %
Fielder Capital Group LLC451.499 $-97.390 $
-17,7 %
548.889 $+214.523 $
+64,2 %
334.366 $-50.595 $
-13,1 %
Betterment LLC544.000 $+1.000 $
+0,2 %
543.000 $
E6 Portfolios, LLC485.166 $-37.502 $
-7,2 %
522.668 $-2.002 $
-0,4 %
524.670 $
Collaborative Wealth Managment Inc.506.670 $+5.458 $
+1,1 %
Lido Advisors, LLC503.772 $
Argent Advisors, Inc.202.449 $-300.389 $
-59,7 %
502.838 $
SteelPeak Wealth, LLC501.974 $+5.512 $
+1,1 %
496.462 $+43.279 $
+9,6 %
453.183 $+4.638 $
+1,0 %
448.545 $-396.980 $
-47,0 %
MOTIVE WEALTH ADVISORS501.731 $
Trademark Financial Management, LLC497.750 $
CFS Investment Advisory Services, LLC495.839 $+5.273 $
+1,1 %
490.566 $+3.474 $
+0,7 %
487.092 $+5.398 $
+1,1 %
481.694 $+4.018 $
+0,8 %
HARMONY ASSET MANAGEMENT LLC483.332 $+186.797 $
+63,0 %
296.535 $+2.026 $
+0,7 %
294.509 $+3.014 $
+1,0 %
291.495 $-33.306 $
-10,3 %
Abacus Wealth Partners, LLC479.952 $
Hamrick Investment Counsel, llc473.278 $+466.560 $
+6.944,9 %
6.718 $
Marble Wealth, LLC465.433 $+256.111 $
+122,4 %
209.322 $
CoreCap Advisors, LLC464.346 $
Compound Planning, Inc.458.407 $+25.343 $
+5,9 %
433.064 $+68.312 $
+18,7 %
364.752 $+99.458 $
+37,5 %
Forum Financial Management, LP446.686 $+4.905 $
+1,1 %
441.781 $+3.018 $
+0,7 %
438.763 $+4.490 $
+1,0 %
434.273 $+4.679 $
+1,1 %
Bauman Advisory Group, LLC440.024 $
GATEWAY INVESTMENT ADVISERS LLC429.992 $+219.933 $
+104,7 %
210.059 $+1.435 $
+0,7 %
208.624 $
Brown Financial Advisors426.325 $+68.850 $
+19,3 %
357.475 $+114.614 $
+47,2 %
242.861 $
Worth Asset Management, LLC425.506 $
L.K. Benson & Company, P.C.424.776 $+5.577 $
+1,3 %
419.199 $+4.405 $
+1,1 %
414.794 $+4.925 $
+1,2 %
XTX Topco Ltd266.497 $-157.845 $
-37,2 %
424.342 $+70.010 $
+19,8 %
Sovran Advisors, LLC368.323 $-53.099 $
-12,6 %
421.422 $-88.531 $
-17,4 %
Yoder Wealth Management, Inc.322.850 $-34.160 $
-9,6 %
357.010 $-57.350 $
-13,8 %
414.360 $
Range Advisory, LLC414.349 $+102.428 $
+32,8 %
311.921 $-29.266 $
-8,6 %
341.187 $
KKM Financial LLC412.040 $+59.143 $
+16,8 %
352.897 $+0 $
+0,0 %
352.897 $+49.916 $
+16,5 %
PMV Capital Advisers, LLC407.654 $+331.570 $
+435,8 %
76.084 $-179.477 $
-70,2 %
Lavaca Capital LLC390.144 $-7.336 $
-1,8 %
397.480 $+39.289 $
+11,0 %
358.191 $-19.938 $
-5,3 %
Copia Wealth Management390.729 $+181.523 $
+86,8 %
209.206 $
Krilogy Financial LLC385.302 $
ACCESS FINANCIAL SERVICES, INC.379.255 $
180 WEALTH ADVISORS, LLC372.706 $+116.542 $
+45,5 %
256.164 $-22.256 $
-8,0 %
278.420 $-35.893 $
-11,4 %
Leading Edge Financial Planning LLC364.735 $+25.168 $
+7,4 %
339.567 $+96.134 $
+39,5 %
Sequoia Financial Advisors, LLC346.545 $
LVW Advisors, LLC343.568 $
Oxford Wealth Group, LLC334.877 $
CAHABA WEALTH MANAGEMENT, INC.333.200 $+82.633 $
+33,0 %
250.567 $
HC Advisors, LLC329.053 $+2.394 $
+0,7 %
326.659 $
New Perspectives, Inc326.875 $+3.590 $
+1,1 %
323.285 $
Quadrant Private Wealth Management, LLC324.456 $+23.354 $
+7,8 %
301.102 $
Kelman-Lazarov, Inc.311.342 $+2.127 $
+0,7 %
309.215 $
Sound Income Strategies, LLC309.233 $+3.628 $
+1,2 %
305.605 $+247.500 $
+426,0 %
58.105 $
Per Stirling Capital Management, LLC.307.947 $+2.104 $
+0,7 %
305.843 $+3.130 $
+1,0 %
302.713 $+3.261 $
+1,1 %
SeaCrest Wealth Management, LLC307.814 $+3.380 $
+1,1 %
304.434 $+2.080 $
+0,7 %
302.354 $+2.912 $
+1,0 %
299.442 $+3.224 $
+1,1 %
Advisor Resource Council299.079 $+56.033 $
+23,1 %
243.046 $+39.108 $
+19,2 %
203.938 $
MKT Advisors LLC295.311 $+3.015 $
+1,0 %
292.296 $+2.468 $
+0,9 %
289.828 $+2.866 $
+1,0 %
286.962 $+3.141 $
+1,1 %
Wavvest Wealth LLC295.187 $
CHARLES SCHWAB INVESTMENT MANAGEMENT INC290.032 $
Astoria Portfolio Advisors LLC.289.375 $+4.550 $
+1,6 %
Jefferies Financial Group Inc.288.978 $
Lineweaver Wealth Advisors, LLC288.872 $
OFS Enterprise LLC283.070 $+3.108 $
+1,1 %
279.962 $
SBI Securities Co., Ltd.188.151 $-93.312 $
-33,2 %
281.463 $+132.052 $
+88,4 %
149.411 $+20.868 $
+16,2 %
128.543 $-5.179 $
-3,9 %
PRINCIPAL SECURITIES, INC.275.630 $+241.472 $
+706,9 %
StoneX Group Inc.267.772 $
CIBC WORLD MARKET INC.267.434 $
GoalVest Advisory LLC266.259 $+2.924 $
+1,1 %
263.335 $+260.660 $
+9.744,3 %
2.675 $-115.993 $
-97,7 %
118.668 $-4.717.763 $
-97,5 %
Hummer Financial Advisory Services Inc260.458 $+2.860 $
+1,1 %
257.598 $+1.760 $
+0,7 %
255.838 $+2.618 $
+1,0 %
253.220 $+2.728 $
+1,1 %
SYM FINANCIAL Corp245.891 $
Mittelman Wealth Management241.188 $
Atlantic Private Wealth, LLC238.395 $+7.676 $
+3,3 %
230.719 $+2.361 $
+1,0 %
228.358 $+23.865 $
+11,7 %
Global Retirement Partners, LLC237.927 $
T3 Companies, LLC236.780 $+2.600 $
+1,1 %
234.180 $+1.600 $
+0,7 %
232.580 $+2.380 $
+1,0 %
230.200 $
Hutchens & Kramer Investment Management Group, LLC207.182 $-3.580 $
-1,7 %
210.762 $-21.818 $
-9,4 %
232.580 $+2.380 $
+1,0 %
230.200 $-20.975 $
-8,4 %
Panoramic Capital Partners, LLC231.019 $
Code Waechter LLC226.335 $
PENNEY FINANCIAL, LLC224.941 $
Richard W. Paul & Associates, LLC111.118 $-67.852 $
-37,9 %
178.970 $-45.360 $
-20,2 %
224.330 $+2.417 $
+1,1 %
Jacobs Equity LLC222.471 $+1.520 $
+0,7 %
220.951 $
Belvedere Trading LLC222.325 $
Centric Wealth Management221.521 $+0 $
+0,0 %
221.521 $
Physician Wealth Advisors, Inc.117.090 $+800 $
+0,7 %
116.290 $-103.551 $
-47,1 %
219.841 $+1.571 $
+0,7 %
Eaton Financial Holdings Company, LLC218.690 $
Covestor Ltd218.000 $+37.000 $
+20,4 %
181.000 $+91.000 $
+101,1 %
90.000 $+67.000 $
+291,3 %
CHOREO, LLC217.903 $
Bayshore Capital Advisors, LLC217.654 $
O'SHAUGHNESSY ASSET MANAGEMENT, LLC215.020 $
NAPLES GLOBAL ADVISORS, LLC212.377 $+1.451 $
+0,7 %
210.926 $
Berman McAleer LLC210.734 $+2.314 $
+1,1 %
208.420 $+1.424 $
+0,7 %
206.996 $+2.118 $
+1,0 %
204.878 $
Parallel Advisors, LLC210.059 $+1.435 $
+0,7 %
208.624 $
Nicht ausgewiesen198.670 $-4.313 $
-2,1 %
202.983 $+50.106 $
+32,8 %
152.877 $+80.151 $
+110,2 %
RETIREMENT FINANCIAL SOLUTIONS, LLC201.746 $+1.378 $
+0,7 %
200.368 $
Stone House Investment Management, LLC201.113 $
Allworth Financial LP149.290 $-42.589 $
-22,2 %
191.879 $+1.964 $
+1,0 %
189.915 $+10.585 $
+5,9 %
Smartleaf Asset Management LLC127.650 $+1.036 $
+0,8 %
126.614 $-47.326 $
-27,2 %
173.940 $-9.537 $
-5,2 %
Westside Investment Management, Inc.163.926 $+1.120 $
+0,7 %
162.806 $+59.216 $
+57,2 %
103.590 $+1.116 $
+1,1 %
AE Wealth Management LLC135.708 $-27.563 $
-16,9 %
163.271 $+145.430 $
+815,1 %
17.841 $+193 $
+1,1 %
WealthCollab, LLC149.759 $+1.024 $
+0,7 %
148.735 $+1.522 $
+1,0 %
147.213 $-11.053 $
-7,0 %
Cornerstone Planning Group LLC129.272 $-3.525 $
-2,7 %
132.797 $+76.001 $
+133,8 %
56.796 $-1.143.472 $
-95,3 %
SIMPLEX TRADING, LLC132.238 $+52.187 $
+65,2 %
80.051 $+75.523 $
+1.667,9 %
4.528 $+3.528 $
+352,8 %
Medallion Wealth Advisors, LLC126.104 $+6.210 $
+5,2 %
119.894 $+8.707 $
+7,8 %
111.187 $-19.409 $
-14,9 %
BlackRock, Inc.112.758 $+60.427 $
+115,5 %
52.331 $
HAZLETT, BURT & WATSON, INC.94.000 $-10.000 $
-9,6 %
104.000 $+1.000 $
+1,0 %
103.000 $+87.000 $
+543,8 %
TOTH FINANCIAL ADVISORY CORP76.257 $-12.229 $
-13,8 %
88.486 $+32.785 $
+58,9 %
55.701 $+1.413 $
+2,6 %
54.288 $+3.543 $
+7,0 %
Allied Private Wealth LLC79.930 $
Pinnacle Wealth Planning Services, Inc.63.463 $+434 $
+0,7 %
63.029 $+645 $
+1,0 %
62.384 $
Tidemark, LLC46.251 $
BANK OF MONTREAL /CAN/445 $-32.512 $
-98,6 %
32.957 $+32.684 $
+11.972,2 %
273 $+18 $
+7,1 %
Tower Research Capital LLC (TRC)31.263 $+31.207 $
+55.726,8 %
56 $
Privatperson29.741 $+229 $
+0,8 %
29.512 $+282 $
+1,0 %
29.230 $
HOLLENCREST CAPITAL MANAGEMENT29.624 $+203 $
+0,7 %
29.421 $+301 $
+1,0 %
29.120 $-4.696 $
-13,9 %
Magnolia Wealth Management, LLC25.012 $
Estate Planners Group, LLC24.171 $
ASSETMARK, INC16.693 $-1.105 $
-6,2 %
17.798 $+122 $
+0,7 %
17.676 $-5.574 $
-24,0 %
23.250 $+250 $
+1,1 %
SouthState Bank Corp18.851 $
WELLINGTON-ALTUS USA INC.17.564 $
Spire Wealth Management15.414 $+5.757 $
+59,6 %
9.657 $+315 $
+3,4 %
9.342 $+625 $
+7,2 %
GROUP ONE TRADING LLC10.405 $
PayPay Securities Corp7.381 $-2.310 $
-23,8 %
9.691 $+143 $
+1,5 %
9.548 $+2.719 $
+39,8 %
Cassaday & Co Wealth Management LLC8.004 $+2.965 $
+58,8 %
5.039 $
WELLS FARGO & COMPANY/MN4.944 $+44 $
+0,9 %
4.900 $+4.884 $
+30.525,0 %
16 $+1 $
+6,7 %
SIGNATUREFD, LLC3.513 $+24 $
+0,7 %
3.489 $+36 $
+1,0 %
3.453 $+37 $
+1,1 %
Greenline Wealth Management LLC2.878 $
Advisory Services Network, LLC2.210 $-1.528.979 $
-99,9 %
AMERIFLEX GROUP, INC.1.868 $+692 $
+58,8 %
1.176 $
Parkside Financial Bank & Trust1.779 $+659 $
+58,8 %
1.120 $
Glass Jacobson Investment Advisors llc1.406 $+10 $
+0,7 %
1.396 $+14 $
+1,0 %
1.382 $
KERR FINANCIAL PLANNING Corp235 $-114 $
-32,7 %
349 $+118 $
+51,1 %
231 $
Qube Research & Technologies Ltd327 $+21 $
+6,9 %
First Command Advisory Services, Inc.233 $
Total819.735.939 $+41.481.511 $
+44,9 %
2.418.733.114 $+258.482.990 $
+293,5 %
2.176.093.852 $+162.863.228 $
+201,8 %
1.895.758.615 $+261.212.572 $
+184,6 %
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