| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 516.719.862 $ | +45.465.475 $ | +16,7 % | 894.477.923 $ | -100.751.850 $ | +92,5 % | 1.002.099.270 $ | +104.831.582 $ | +14,4 % | 1.721.803.231 $ | +1.020.017.945 $ | +6.098,4 % |
| J. Stern & Co. LLP | 902.486.000 $ | +901.677.475 $ | +111.521,3 % | |||||||||
| NEOS Investment Management LLC | 123.150.008 $ | +14.943.469 $ | +13,8 % | 108.206.539 $ | +17.066.279 $ | +18,7 % | 91.140.260 $ | +24.661.842 $ | +37,1 % | 66.478.418 $ | +36.462.158 $ | +121,5 % |
| Wellspring Financial Advisors, LLC | 88.069.428 $ | -7.348.191 $ | -7,7 % | 95.417.619 $ | +10.635.493 $ | +12,5 % | 84.782.126 $ | +9.000.688 $ | +11,9 % | |||
| Heirloom Wealth Management | 60.832.522 $ | +21.064.514 $ | +53,0 % | 39.768.008 $ | +31.511.638 $ | +381,7 % | 8.256.370 $ | +4.998.742 $ | +153,4 % | 3.257.628 $ | ||
| LPL Financial LLC | 49.100.446 $ | +3.551.014 $ | +7,8 % | 45.549.432 $ | -9.100.613 $ | -16,7 % | 54.650.045 $ | +12.345.197 $ | +29,2 % | 42.304.848 $ | +8.477.789 $ | +25,1 % |
| Proficio Capital Partners LLC | 30.056.566 $ | -18.662.655 $ | -38,3 % | 48.719.221 $ | +22.151.963 $ | +83,4 % | 26.567.258 $ | -5.990.447 $ | -18,4 % | |||
| RAYMOND JAMES FINANCIAL INC | 32.694.396 $ | -7.723.840 $ | -19,1 % | 40.418.236 $ | +1.704.246 $ | +4,4 % | 38.713.990 $ | +10.910.291 $ | +39,2 % | |||
| OSAIC HOLDINGS, INC. | 32.589.039 $ | +1.553.252 $ | +5,0 % | 31.035.787 $ | +1.320.286 $ | +4,4 % | 29.715.501 $ | -8.920.573 $ | -23,1 % | |||
| EXCHANGE TRADED CONCEPTS, LLC | 22.027.674 $ | +1.078.208 $ | +5,1 % | 20.949.466 $ | -4.955.826 $ | -19,1 % | 25.905.292 $ | -5.894.791 $ | -18,5 % | 31.800.083 $ | +12.260.533 $ | +62,7 % |
| Mirae Asset Global Investments Co., Ltd. | 26.194.452 $ | +5.950.440 $ | +29,4 % | 20.244.012 $ | -9.160.542 $ | -31,2 % | 29.404.554 $ | +5.082.974 $ | +20,9 % | 24.321.580 $ | +4.514.428 $ | +22,8 % |
| Quadrature Capital Ltd | 25.949.219 $ | +3.872.477 $ | +17,5 % | |||||||||
| Virtu Financial LLC | 2.988.000 $ | -20.319.000 $ | -87,2 % | 23.307.000 $ | ||||||||
| ROYAL BANK OF CANADA | 15.561.000 $ | -4.049.000 $ | -20,6 % | 19.610.000 $ | -3.191.000 $ | -14,0 % | 22.801.000 $ | +1.949.000 $ | +9,3 % | |||
| Cambridge Investment Research Advisors, Inc. | 11.073.000 $ | -9.879.000 $ | -47,2 % | 20.952.000 $ | +8.241.000 $ | +64,8 % | 12.711.000 $ | +1.961.000 $ | +18,2 % | 10.750.000 $ | -977.000 $ | -8,3 % |
| STIFEL FINANCIAL CORP | 16.327.989 $ | -2.773.615 $ | -14,5 % | 19.101.604 $ | +3.483.060 $ | +22,3 % | 15.618.544 $ | +5.228.331 $ | +50,3 % | |||
| AUGUSTINE ASSET MANAGEMENT INC | 15.549.727 $ | +501.414 $ | +3,3 % | 15.048.313 $ | -2.556.497 $ | -14,5 % | 17.604.810 $ | +1.369.517 $ | +8,4 % | 16.235.293 $ | +1.783.277 $ | +12,3 % |
| Cetera Investment Advisers | 10.871.106 $ | -3.012.325 $ | -21,7 % | 13.883.431 $ | -3.196.607 $ | -18,7 % | 17.080.038 $ | +3.344.792 $ | +24,4 % | |||
| Sonoma Allocations LLC | 12.414.549 $ | -2.074.515 $ | -14,3 % | 14.489.064 $ | -205.268 $ | -1,4 % | 14.694.332 $ | +804.196 $ | +5,8 % | |||
| COLTON GROOME FINANCIAL ADVISORS, LLC | 12.679.974 $ | +390.376 $ | +3,2 % | 12.289.598 $ | -1.907.407 $ | -13,4 % | 14.197.005 $ | +2.154.887 $ | +17,9 % | 12.042.118 $ | +1.498.965 $ | +14,2 % |
| ALERUS FINANCIAL NA | 11.139.469 $ | -3.018.366 $ | -21,3 % | 14.157.835 $ | +1.115.707 $ | +8,6 % | 13.042.128 $ | +1.375.540 $ | +11,8 % | |||
| GOLDMAN SACHS GROUP INC | 7.648.881 $ | -5.657.118 $ | -42,5 % | 13.305.999 $ | +9.570.109 $ | +256,2 % | 3.735.890 $ | |||||
| Kestra Advisory Services, LLC | 11.350.063 $ | +179.709 $ | +1,6 % | 11.170.354 $ | -2.024.189 $ | -15,3 % | 13.194.543 $ | +1.119.789 $ | +9,3 % | 12.074.754 $ | +9.099.679 $ | +305,9 % |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7.042.985 $ | -917.400 $ | -11,5 % | 7.960.385 $ | -4.018.376 $ | -33,5 % | 11.978.761 $ | +922.017 $ | +8,3 % | |||
| CLG LLC | 11.662.787 $ | +720.534 $ | +6,6 % | 10.942.253 $ | +181.969 $ | +1,7 % | 10.760.284 $ | -1.201.202 $ | -10,0 % | 11.961.486 $ | ||
| CITADEL ADVISORS LLC | 4.171.272 $ | -7.060.750 $ | -62,9 % | 11.232.022 $ | +3.719.181 $ | +49,5 % | 7.512.841 $ | +1.515.879 $ | +25,3 % | |||
| China Universal Asset Management Co., Ltd. | 10.355.856 $ | +779.916 $ | +8,1 % | 9.575.940 $ | -1.602.040 $ | -14,3 % | 11.177.980 $ | +1.093.630 $ | +10,8 % | 10.084.350 $ | +1.240.510 $ | +14,0 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.956.341 $ | +741.961 $ | +10,3 % | 7.214.380 $ | -2.602.397 $ | -26,5 % | 9.816.777 $ | +1.469.061 $ | +17,6 % | 8.347.716 $ | +2.169.716 $ | +35,1 % |
| GoalVest Advisory LLC | 9.380.086 $ | +626.450 $ | +7,2 % | 8.753.636 $ | -594.065 $ | -6,4 % | 9.347.701 $ | +704.860 $ | +8,2 % | 8.642.841 $ | +3.391.849 $ | +64,6 % |
| OARSMAN CAPITAL, INC. | 8.977.408 $ | +877.666 $ | +10,8 % | 8.099.742 $ | -755.066 $ | -8,5 % | 8.854.808 $ | +596.321 $ | +7,2 % | 8.258.487 $ | +1.330.978 $ | +19,2 % |
| AMERICAN NATIONAL BANK & TRUST | 8.589.475 $ | -129.268 $ | -1,5 % | 8.718.743 $ | +5.690.819 $ | +187,9 % | 3.027.924 $ | +1.945.324 $ | +179,7 % | 1.082.600 $ | +1.002.548 $ | +1.252,4 % |
| COURAGE CAPITAL MANAGEMENT LLC | 7.291.000 $ | -1.220.000 $ | -14,3 % | 8.511.000 $ | +671.000 $ | +8,6 % | 7.840.000 $ | +816.000 $ | +11,6 % | |||
| Prospera Financial Services Inc | 6.811.224 $ | -1.024.037 $ | -13,1 % | 7.835.261 $ | +219.993 $ | +2,9 % | 7.615.268 $ | -830.665 $ | -9,8 % | 8.445.933 $ | +1.008.862 $ | +13,6 % |
| JPMORGAN CHASE & CO | 8.343.967 $ | +4.150.475 $ | +99,0 % | 4.193.492 $ | -293.959 $ | -6,6 % | 4.487.451 $ | -2.150.919 $ | -32,4 % | |||
| ELEVATION POINT WEALTH PARTNERS, LLC | 8.254.341 $ | |||||||||||
| Vestmark Advisory Solutions, Inc. | 8.241.679 $ | |||||||||||
| Marks Group Wealth Management, Inc | 6.890.865 $ | +138.838 $ | +2,1 % | 6.752.027 $ | -1.164.754 $ | -14,7 % | 7.916.781 $ | +588.692 $ | +8,0 % | 7.328.089 $ | -224.665 $ | -3,0 % |
| HighTower Advisors, LLC | 5.579.861 $ | -1.944.536 $ | -25,8 % | 7.524.397 $ | +1.509.572 $ | +25,1 % | 6.014.825 $ | -2.570.981 $ | -29,9 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 231.761 $ | -7.160.256 $ | -96,9 % | 7.392.017 $ | +2.431.423 $ | +49,0 % | ||||||
| Rockport Wealth LLC | 7.355.144 $ | +1.739.052 $ | +31,0 % | 5.616.092 $ | ||||||||
| Fortis Group Advisors, LLC | 6.490.520 $ | -682.453 $ | -9,5 % | 7.172.973 $ | +2.447.115 $ | +51,8 % | 4.725.858 $ | -302.361 $ | -6,0 % | 5.028.219 $ | +842.470 $ | +20,1 % |
| Stratos Wealth Partners, LTD. | 4.299.914 $ | -2.550.571 $ | -37,2 % | 6.850.485 $ | ||||||||
| Winch Advisory Services, LLC | 5.901.362 $ | +159.232 $ | +2,8 % | 5.742.130 $ | -930.557 $ | -13,9 % | 6.672.687 $ | +380.511 $ | +6,0 % | 6.292.176 $ | +626.418 $ | +11,1 % |
| MGO ONE SEVEN LLC | 1.694.345 $ | -2.652.624 $ | -61,0 % | 4.346.969 $ | -1.178.589 $ | -21,3 % | 5.525.558 $ | -950.608 $ | -14,7 % | 6.476.166 $ | +2.162.624 $ | +50,1 % |
| World Investment Advisors | 6.436.220 $ | -310 $ | -0,0 % | 6.436.530 $ | +180.658 $ | +2,9 % | 6.255.872 $ | +915.259 $ | +17,1 % | |||
| Procyon Advisors, LLC | 5.921.028 $ | +1.093.250 $ | +22,6 % | 4.827.778 $ | -1.345.571 $ | -21,8 % | 6.173.349 $ | +657.592 $ | +11,9 % | 5.515.757 $ | ||
| Geneos Wealth Management Inc. | 4.763.694 $ | -918.115 $ | -16,2 % | 5.681.809 $ | -170.390 $ | -2,9 % | 5.852.199 $ | +274.595 $ | +4,9 % | |||
| Nikulski Financial, Inc. | 5.462.743 $ | +580.211 $ | +11,9 % | 4.882.532 $ | -678.051 $ | -12,2 % | 5.560.583 $ | +2.055.314 $ | +58,6 % | 3.505.269 $ | +466.686 $ | +15,4 % |
| Tandem Financial, LLC | 2.811.449 $ | -2.692.552 $ | -48,9 % | 5.504.001 $ | -719.852 $ | -11,6 % | ||||||
| ENVESTNET ASSET MANAGEMENT INC | 2.505.770 $ | -893.722 $ | -26,3 % | 3.399.492 $ | -2.104.095 $ | -38,2 % | 5.503.587 $ | +750.633 $ | +15,8 % | |||
| Optimus Capital Advisors, LLC | 4.368.845 $ | -915.430 $ | -17,3 % | 5.284.275 $ | +408.470 $ | +8,4 % | 4.875.805 $ | |||||
| IMC-Chicago, LLC | 5.258.199 $ | +2.059.264 $ | +64,4 % | 3.198.935 $ | ||||||||
| Cerity Partners LLC | 3.989.051 $ | -1.237.625 $ | -23,7 % | 5.226.676 $ | +397.081 $ | +8,2 % | 4.829.595 $ | +503.013 $ | +11,6 % | |||
| JANE STREET GROUP, LLC | 5.195.818 $ | |||||||||||
| Summit Financial, LLC | 4.328.008 $ | -830.306 $ | -16,1 % | 5.158.314 $ | +290.637 $ | +6,0 % | 4.867.677 $ | +589.812 $ | +13,8 % | |||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 2.368.660 $ | -1.143.674 $ | -32,6 % | 3.512.334 $ | -1.562.605 $ | -30,8 % | 5.074.939 $ | +2.296.792 $ | +82,7 % | |||
| Jump Financial, LLC | 5.029.782 $ | +1.794.080 $ | +55,4 % | 3.235.702 $ | ||||||||
| Farther Finance Advisors, LLC | 2.615.665 $ | +171.146 $ | +7,0 % | 2.444.519 $ | -2.495.762 $ | -50,5 % | 4.940.281 $ | +304.756 $ | +6,6 % | 4.635.525 $ | +1.254.777 $ | +37,1 % |
| Global Retirement Partners, LLC | 2.285.603 $ | -2.422.129 $ | -51,5 % | 4.707.732 $ | +532.677 $ | +12,8 % | ||||||
| Riverwater Partners LLC | 4.706.649 $ | +1.437.138 $ | +44,0 % | 3.269.511 $ | -41.850 $ | -1,3 % | 3.311.361 $ | +744.532 $ | +29,0 % | 2.566.829 $ | +523.711 $ | +25,6 % |
| Pinion Investment Advisors, LLC | 4.415.611 $ | +309.590 $ | +7,5 % | 4.106.021 $ | -540.878 $ | -11,6 % | 4.646.899 $ | +328.414 $ | +7,6 % | 4.318.485 $ | +1.000.100 $ | +30,1 % |
| WealthTrak Capital Management LLC | 3.442.273 $ | -424.015 $ | -11,0 % | 3.866.288 $ | -438.155 $ | -10,2 % | 4.304.443 $ | +292.999 $ | +7,3 % | |||
| Cambridge Advisors Inc. | 3.635.692 $ | -5.737 $ | -0,2 % | 3.641.429 $ | -497.010 $ | -12,0 % | 4.138.439 $ | +327.321 $ | +8,6 % | 3.811.118 $ | +396.252 $ | +11,6 % |
| MOULTON WEALTH MANAGEMENT, INC | 4.074.961 $ | +1.326.806 $ | +48,3 % | 2.748.155 $ | -718.177 $ | -20,7 % | 3.466.332 $ | -3.578.130 $ | -50,8 % | |||
| DEBUSSY CAPITAL MANAGEMENT LP | 3.930.261 $ | +180.798 $ | +4,8 % | 3.749.463 $ | -425.592 $ | -10,2 % | ||||||
| Spectrum Asset Management, Inc. (NB/CA) | 3.566.053 $ | +554.108 $ | +18,4 % | 3.011.945 $ | +292.769 $ | +10,8 % | ||||||
| Mutual Advisors, LLC | 3.120.886 $ | -425.628 $ | -12,0 % | 3.546.514 $ | +224.423 $ | +6,8 % | 3.322.091 $ | +219.837 $ | +7,1 % | |||
| RETIREMENT GUYS FORMULA LLC | 2.560.751 $ | +1.066.707 $ | +71,4 % | 1.494.044 $ | -666.355 $ | -30,8 % | 2.160.399 $ | -1.352.529 $ | -38,5 % | 3.512.928 $ | -4.181.289 $ | -54,3 % |
| OneDigital Investment Advisors LLC | 3.287.284 $ | -141.584 $ | -4,1 % | 3.428.868 $ | +97.203 $ | +2,9 % | 3.331.665 $ | +359.906 $ | +12,1 % | |||
| FLOW TRADERS U.S. LLC | 754.000 $ | -2.636.000 $ | -77,8 % | 3.390.000 $ | ||||||||
| RENAISSANCE TECHNOLOGIES LLC | 1.626.327 $ | -1.606.973 $ | -49,7 % | 3.233.300 $ | -132.405 $ | -3,9 % | 3.365.705 $ | -1.795.743 $ | -34,8 % | |||
| AXXCESS WEALTH MANAGEMENT, LLC | 2.738.686 $ | -616.644 $ | -18,4 % | 3.355.330 $ | +152.653 $ | +4,8 % | ||||||
| Capital Asset Advisory Services LLC | 2.745.845 $ | +7.159 $ | +0,3 % | 2.738.686 $ | -467.849 $ | -14,6 % | 3.206.535 $ | +163.629 $ | +5,4 % | 3.042.906 $ | -155.654 $ | -4,9 % |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 3.189.142 $ | +1.191.525 $ | +59,6 % | 1.997.617 $ | ||||||||
| GENTRY PRIVATE WEALTH, LLC | 2.886.513 $ | -144.475 $ | -4,8 % | 3.030.988 $ | +288.640 $ | +10,5 % | 2.742.348 $ | +1.141.041 $ | +71,3 % | |||
| Mariner, LLC | 2.342.426 $ | -527.590 $ | -18,4 % | 2.870.016 $ | -152.098 $ | -5,0 % | 3.022.114 $ | -487.861 $ | -13,9 % | |||
| Rockefeller Capital Management L.P. | 1.531.399 $ | -1.370.857 $ | -47,2 % | 2.902.256 $ | -51.565 $ | -1,7 % | 2.953.821 $ | +174.111 $ | +6,3 % | |||
| Essex Financial Services, Inc. | 2.498.360 $ | -420.282 $ | -14,4 % | 2.918.642 $ | +222.132 $ | +8,2 % | 2.696.510 $ | +262.634 $ | +10,8 % | |||
| NewEdge Advisors, LLC | 2.759.889 $ | -67.309 $ | -2,4 % | 2.827.198 $ | +232.116 $ | +8,9 % | 2.595.082 $ | +2.363.503 $ | +1.020,6 % | |||
| Paladin Advisory Group, LLC | 2.443.329 $ | -348.718 $ | -12,5 % | 2.792.047 $ | +163.819 $ | +6,2 % | 2.628.228 $ | +229.984 $ | +9,6 % | |||
| WESPAC Advisors, LLC | 1.739.870 $ | +410.437 $ | +30,9 % | 1.329.433 $ | -1.065.980 $ | -44,5 % | 2.395.413 $ | -309.405 $ | -11,4 % | 2.704.818 $ | +1.014.806 $ | +60,0 % |
| Walser Wealth Management Company, A Ltd Liability Co | 1.429.135 $ | +48.459 $ | +3,5 % | 1.380.676 $ | -295.467 $ | -17,6 % | 1.676.143 $ | -925.534 $ | -35,6 % | 2.601.677 $ | ||
| Creative Planning | 1.944.242 $ | -17.870 $ | -0,9 % | 1.962.112 $ | -601.980 $ | -23,5 % | 2.564.092 $ | +194.290 $ | +8,2 % | 2.369.802 $ | +357.796 $ | +17,8 % |
| Arkadios Wealth Advisors | 2.531.056 $ | |||||||||||
| Focus Partners Wealth | 243.753 $ | -2.241.594 $ | -90,2 % | 2.485.347 $ | +216.325 $ | +9,5 % | 2.269.022 $ | -178.549 $ | -7,3 % | |||
| Equitable Holdings, Inc. | 2.342.722 $ | +486.284 $ | +26,2 % | 1.856.438 $ | +319.234 $ | +20,8 % | 1.537.204 $ | +295.216 $ | +23,8 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1.201.193 $ | -668.766 $ | -35,8 % | 1.869.959 $ | -265.035 $ | -12,4 % | 2.134.994 $ | -204.235 $ | -8,7 % | 2.339.229 $ | +430.218 $ | +22,5 % |
| MML INVESTORS SERVICES, LLC | 2.041.377 $ | +414.473 $ | +25,5 % | 1.626.904 $ | -640.713 $ | -28,3 % | 2.267.617 $ | +348.199 $ | +18,1 % | |||
| TCFG Investment Advisors, LLC | 2.222.490 $ | +1.098.900 $ | +97,8 % | 1.123.590 $ | +776.010 $ | +223,3 % | 347.580 $ | |||||
| OPTIMA CAPITAL LLC | 571.432 $ | -954.546 $ | -62,6 % | 1.525.978 $ | -611.372 $ | -28,6 % | 2.137.350 $ | -4.277 $ | -0,2 % | 2.141.627 $ | +149.781 $ | +7,5 % |
| SILVERLAKE WEALTH MANAGEMENT LLC | 808.141 $ | -5.181 $ | -0,6 % | 813.322 $ | -1.280.563 $ | -61,2 % | 2.093.885 $ | +249.598 $ | +13,5 % | 1.844.287 $ | +256.055 $ | +16,1 % |
| Regal Investment Advisors LLC | 1.252.280 $ | -198.882 $ | -13,7 % | 1.451.162 $ | -551.838 $ | -27,6 % | 2.003.000 $ | +227.369 $ | +12,8 % | |||
| Corient Private Wealth LP | 1.197.388 $ | +219.038 $ | +22,4 % | 978.350 $ | -979.546 $ | -50,0 % | 1.957.896 $ | +1.635.325 $ | +507,0 % | |||
| TUDOR INVESTMENT CORP ET AL | 1.442.089 $ | -486.344 $ | -25,2 % | 1.928.433 $ | +273.195 $ | +16,5 % | 1.655.238 $ | |||||
| Encompass More Asset Management | 476.037 $ | -1.440.478 $ | -75,2 % | 1.916.515 $ | +719.498 $ | +60,1 % | 1.197.017 $ | |||||
| NewEdge Wealth, LLC | 1.914.646 $ | +144.892 $ | +8,2 % | |||||||||
| BOOTHBAY FUND MANAGEMENT, LLC | 1.847.919 $ | +263.602 $ | +16,6 % | 1.584.317 $ | +320.582 $ | +25,4 % | 1.263.735 $ | +207.811 $ | +19,7 % | |||
| Apollon Wealth Management, LLC | 1.599.898 $ | +57.420 $ | +3,7 % | 1.542.478 $ | -258.054 $ | -14,3 % | 1.800.532 $ | +141.976 $ | +8,6 % | 1.658.556 $ | +3.805 $ | +0,2 % |
| Sowell Financial Services LLC | 1.231.954 $ | -274.753 $ | -18,2 % | 1.506.707 $ | -261.077 $ | -14,8 % | 1.767.784 $ | |||||
| Private Advisor Group, LLC | 1.714.061 $ | -16.775 $ | -1,0 % | 1.730.836 $ | +301.146 $ | +21,1 % | 1.429.690 $ | +384.859 $ | +36,8 % | |||
| Generation Capital Management LLC | 1.442.129 $ | -264.361 $ | -15,5 % | 1.706.490 $ | +248.302 $ | +17,0 % | 1.458.188 $ | +274.562 $ | +23,2 % | |||
| AQR CAPITAL MANAGEMENT LLC | 1.586.678 $ | +1.297.990 $ | +449,6 % | 288.688 $ | ||||||||
| SAGE RHINO CAPITAL LLC | 444.908 $ | -250.020 $ | -36,0 % | 694.928 $ | -53.904 $ | -7,2 % | 748.832 $ | -827.135 $ | -52,5 % | 1.575.967 $ | +164.078 $ | +11,6 % |
| VISTA INVESTMENT PARTNERS II, LLC | 408.863 $ | -771.471 $ | -65,4 % | 1.180.334 $ | -382.089 $ | -24,5 % | 1.562.423 $ | +521.990 $ | +50,2 % | 1.040.433 $ | +323.777 $ | +45,2 % |
| Advisory Services Network, LLC | 1.459.144 $ | -1.291 $ | -0,1 % | 1.460.435 $ | -56.473 $ | -3,7 % | 1.516.908 $ | +6.136 $ | +0,4 % | |||
| Janney Montgomery Scott LLC | 1.175.000 $ | -317.000 $ | -21,2 % | 1.492.000 $ | +56.000 $ | +3,9 % | 1.436.000 $ | +206.000 $ | +16,7 % | |||
| Waverly Advisors, LLC | 1.244.120 $ | -226.200 $ | -15,4 % | 1.470.320 $ | ||||||||
| SAGESPRING WEALTH PARTNERS, LLC | 862.495 $ | -601.159 $ | -41,1 % | 1.463.654 $ | +906.556 $ | +162,7 % | 557.098 $ | +209.209 $ | +60,1 % | 347.889 $ | +83.412 $ | +31,5 % |
| Exit Wealth Advisors, LLC. | 1.239.886 $ | -207.431 $ | -14,3 % | 1.447.317 $ | +114.055 $ | +8,6 % | 1.333.262 $ | +138.810 $ | +11,6 % | |||
| NORTHBRIDGE FINANCIAL GROUP, LLC | 1.430.384 $ | +71.352 $ | +5,3 % | 1.359.032 $ | +222.437 $ | +19,6 % | 1.136.595 $ | |||||
| Sequoia Financial Advisors, LLC | 1.007.413 $ | -173.620 $ | -14,7 % | 1.181.033 $ | -244.392 $ | -17,1 % | 1.425.425 $ | |||||
| Guidance Point Advisors, LLC | 618.875 $ | -793.497 $ | -56,2 % | 1.412.372 $ | +21.083 $ | +1,5 % | 1.391.289 $ | -33.881 $ | -2,4 % | 1.425.170 $ | +33.942 $ | +2,4 % |
| MORGAN STANLEY | 1.146.343 $ | -257.787 $ | -18,4 % | 1.404.130 $ | +519.770 $ | +58,8 % | 884.360 $ | -55.183 $ | -5,9 % | |||
| MATAURO, LLC | 1.370.381 $ | +177.123 $ | +14,8 % | 1.193.258 $ | -97.030 $ | -7,5 % | 1.290.288 $ | +68.398 $ | +5,6 % | 1.221.890 $ | +113.453 $ | +10,2 % |
| Headlands Technologies LLC | 1.340.988 $ | +959.740 $ | +251,7 % | 381.248 $ | ||||||||
| Intrua Financial, LLC | 936.141 $ | +11.786 $ | +1,3 % | 924.355 $ | -389.520 $ | -29,6 % | 1.313.875 $ | +471.385 $ | +56,0 % | 842.490 $ | +244.578 $ | +40,9 % |
| FOREFRONT WEALTH MANAGEMENT INC. | 1.251.013 $ | +226.843 $ | +22,1 % | |||||||||
| Magnus Financial Group LLC | 1.233.737 $ | -120.743 $ | -8,9 % | |||||||||
| Ipsen Advisor Group LLC | 1.212.229 $ | +110.849 $ | +10,1 % | 1.101.380 $ | -96.014 $ | -8,0 % | 1.197.394 $ | |||||
| Haven Private, LLC | 1.189.765 $ | +235.455 $ | +24,7 % | 954.310 $ | -187.599 $ | -16,4 % | 1.141.909 $ | +85.307 $ | +8,1 % | 1.056.602 $ | -1.486.879 $ | -58,5 % |
| Prosperity Financial Group, Inc. | 1.135.766 $ | +414.629 $ | +57,5 % | 721.137 $ | ||||||||
| Arete Wealth Advisors, LLC | 820.800 $ | -220.830 $ | -21,2 % | 1.041.630 $ | -1.398 $ | -0,1 % | 1.043.028 $ | -55.972 $ | -5,1 % | |||
| Visionary Wealth Advisors | 1.005.650 $ | +87.111 $ | +9,5 % | 918.539 $ | -117.873 $ | -11,4 % | 1.036.412 $ | +49.975 $ | +5,1 % | 986.437 $ | +119.855 $ | +13,8 % |
| BARCLAYS PLC | 1.036.288 $ | +35.167 $ | +3,5 % | 1.001.121 $ | ||||||||
| Neuberger Berman Group LLC | 870.540 $ | -145.640 $ | -14,3 % | 1.016.180 $ | +80.080 $ | +8,6 % | 936.100 $ | -74.080 $ | -7,3 % | |||
| Prostatis Group LLC | 789.461 $ | -201.222 $ | -20,3 % | 990.683 $ | +81.645 $ | +9,0 % | 909.038 $ | +100.093 $ | +12,4 % | |||
| Concurrent Investment Advisors, LLC | 990.016 $ | +335.397 $ | +51,2 % | 654.619 $ | -110.302 $ | -14,4 % | 764.921 $ | +82.759 $ | +12,1 % | 682.162 $ | +166.093 $ | +32,2 % |
| Grey Ledge Advisors, LLC | 837.181 $ | +28.410 $ | +3,5 % | 808.771 $ | -135.306 $ | -14,3 % | 944.077 $ | +85.035 $ | +9,9 % | 859.042 $ | +92.296 $ | +12,0 % |
| Meridian Wealth Management, LLC | 941.343 $ | |||||||||||
| Merit Financial Group, LLC | 933.847 $ | |||||||||||
| Simplicity Wealth,LLC | 883.835 $ | +106.047 $ | +13,6 % | 777.788 $ | -149.661 $ | -16,1 % | 927.449 $ | +101.766 $ | +12,3 % | 825.683 $ | +122.750 $ | +17,5 % |
| Kovack Advisors, Inc. | 806.002 $ | -118.999 $ | -12,9 % | 925.001 $ | +65.151 $ | +7,6 % | 859.850 $ | |||||
| True North Advisors, LLC | 820.019 $ | +27.828 $ | +3,5 % | 792.191 $ | -132.533 $ | -14,3 % | 924.724 $ | +72.873 $ | +8,6 % | 851.851 $ | +88.689 $ | +11,6 % |
| B. Riley Wealth Advisors, Inc. | 516.056 $ | +4.754 $ | +0,9 % | 511.302 $ | -405.129 $ | -44,2 % | 916.431 $ | +265.240 $ | +40,7 % | 651.191 $ | ||
| Strait & Sound Wealth Management LLC | 782.299 $ | -109.722 $ | -12,3 % | 892.021 $ | +103.229 $ | +13,1 % | 788.792 $ | +102.403 $ | +14,9 % | |||
| Allworth Financial LP | 853.565 $ | +0 $ | +0,0 % | 853.565 $ | -17.902 $ | -2,1 % | 871.467 $ | +183.305 $ | +26,6 % | 688.162 $ | +125.243 $ | +22,2 % |
| FOUNDERS FINANCIAL SECURITIES LLC | 521.994 $ | -12.518 $ | -2,3 % | 534.512 $ | -124.332 $ | -18,9 % | 658.844 $ | -204.240 $ | -23,7 % | 863.084 $ | +110.405 $ | +14,7 % |
| SECURED RETIREMENT ADVISORS, LLC | 494.704 $ | -93.479 $ | -15,9 % | 588.183 $ | -266.349 $ | -31,2 % | 854.532 $ | +58.815 $ | +7,4 % | |||
| TRUIST FINANCIAL CORP | 770.908 $ | +5.426 $ | +0,7 % | 765.482 $ | -78.825 $ | -9,3 % | 844.307 $ | +126.063 $ | +17,6 % | 718.244 $ | +115.262 $ | +19,1 % |
| Hilltop National Bank | 736.256 $ | +24.985 $ | +3,5 % | 711.271 $ | -118.994 $ | -14,3 % | 830.265 $ | +65.429 $ | +8,6 % | 764.836 $ | +79.629 $ | +11,6 % |
| Mill Creek Capital Advisors, LLC | 824.445 $ | +64.970 $ | +8,6 % | 759.475 $ | +79.071 $ | +11,6 % | ||||||
| StoneX Group Inc. | 571.303 $ | -218.811 $ | -27,7 % | 790.114 $ | -33.408 $ | -4,1 % | 823.522 $ | +114.767 $ | +16,2 % | 708.755 $ | -43.048 $ | -5,7 % |
| Perigon Wealth Management, LLC | 804.642 $ | +144.591 $ | +21,9 % | 660.051 $ | -141.049 $ | -17,6 % | 801.100 $ | |||||
| Betterment LLC | 683.000 $ | -109.000 $ | -13,8 % | 792.000 $ | ||||||||
| TWO SIGMA SECURITIES, LLC | 780.756 $ | +227.030 $ | +41,0 % | 553.726 $ | ||||||||
| WMG Financial Advisors, LLC | 779.529 $ | +0 $ | +0,0 % | 779.529 $ | ||||||||
| OpenArc Corporate Advisory, LLC | 776.888 $ | |||||||||||
| Horst & Graben Wealth Management LLC | 693.863 $ | +33.527 $ | +5,1 % | 660.336 $ | -102.200 $ | -13,4 % | 762.536 $ | +66.758 $ | +9,6 % | 695.778 $ | +72.364 $ | +11,6 % |
| AE Wealth Management LLC | 210.829 $ | -107.466 $ | -33,8 % | 318.295 $ | -442.116 $ | -58,1 % | 760.411 $ | |||||
| JTC Employer Solutions Trustee Ltd | 198.000 $ | -256.000 $ | -56,4 % | 454.000 $ | -304.000 $ | -40,1 % | 758.000 $ | +79.000 $ | +11,6 % | |||
| UBS Group AG | 6.569 $ | -296.022 $ | -97,8 % | 302.591 $ | -454.671 $ | -60,0 % | 757.262 $ | +757.186 $ | +996.297,4 % | |||
| Texas Yale Capital Corp. | 467.282 $ | -272.174 $ | -36,8 % | 739.456 $ | +58.273 $ | +8,6 % | 681.183 $ | +70.920 $ | +11,6 % | |||
| SLT Holdings LLC | 621.363 $ | +103.392 $ | +20,0 % | 517.971 $ | -55.339 $ | -9,7 % | 573.310 $ | -157.188 $ | -21,5 % | 730.498 $ | +133.424 $ | +22,3 % |
| 17 CAPITAL PARTNERS, LLC | 715.980 $ | -5.462 $ | -0,8 % | 721.442 $ | +142.081 $ | +24,5 % | 579.361 $ | |||||
| Pathstone Holdings, LLC | 706.285 $ | |||||||||||
| LANARK FINANCIAL, INC. | 700.539 $ | +162.269 $ | +30,1 % | 538.270 $ | -98.967 $ | -15,5 % | 637.237 $ | +139.445 $ | +28,0 % | 497.792 $ | ||
| Brookwood Investment Group LLC | 349.267 $ | -343.934 $ | -49,6 % | 693.201 $ | +328.774 $ | +90,2 % | ||||||
| Essential Partners LLC | 228.884 $ | +7.767 $ | +3,5 % | 221.117 $ | -467.807 $ | -67,9 % | 688.924 $ | |||||
| MONETA GROUP INVESTMENT ADVISORS LLC | 503.805 $ | -40.637 $ | -7,5 % | 544.442 $ | -133.252 $ | -19,7 % | 677.694 $ | +58.244 $ | +9,4 % | |||
| Trinity Financial Advisors LLC | 670.679 $ | |||||||||||
| CWA Asset Management Group, LLC | 638.894 $ | +56.463 $ | +9,7 % | 582.431 $ | -5.060 $ | -0,9 % | 587.491 $ | +46.298 $ | +8,6 % | 541.193 $ | +56.345 $ | +11,6 % |
| Evelyn Partners Group Ltd | 622.832 $ | |||||||||||
| Cresset Asset Management, LLC | 530.475 $ | -88.748 $ | -14,3 % | 619.223 $ | +48.798 $ | +8,6 % | 570.425 $ | |||||
| LEVEL FOUR ADVISORY SERVICES, LLC | 613.540 $ | +93.828 $ | +18,1 % | 519.712 $ | -23.621 $ | -4,3 % | 543.333 $ | +48.689 $ | +9,8 % | 494.644 $ | +40.749 $ | +9,0 % |
| Blue Zone Wealth Advisors, LLC | 526.336 $ | +17.861 $ | +3,5 % | 508.475 $ | -85.067 $ | -14,3 % | 593.542 $ | +46.774 $ | +8,6 % | 546.768 $ | +56.926 $ | +11,6 % |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 507.208 $ | -84.855 $ | -14,3 % | 592.063 $ | +90.441 $ | +18,0 % | 501.622 $ | |||||
| Buttonwood Financial Group, LLC | 563.669 $ | |||||||||||
| Vise Technologies, Inc. | 550.011 $ | +245.678 $ | +80,7 % | 304.333 $ | ||||||||
| HORIZON BANCORP INC /IN/ | 466.000 $ | -78.000 $ | -14,3 % | 544.000 $ | +32.000 $ | +6,3 % | 512.000 $ | +54.000 $ | +11,8 % | |||
| KANAWHA CAPITAL MANAGEMENT LLC | 470.835 $ | +15.978 $ | +3,5 % | 454.857 $ | -76.097 $ | -14,3 % | 530.954 $ | +41.842 $ | +8,6 % | 489.112 $ | +50.923 $ | +11,6 % |
| Pekin Hardy Strauss, Inc. | 442.368 $ | +46.668 $ | +11,8 % | 395.700 $ | -66.200 $ | -14,3 % | 461.900 $ | -57.210 $ | -11,0 % | 519.110 $ | +54.046 $ | +11,6 % |
| Snowden Capital Advisors LLC | 432.738 $ | -72.396 $ | -14,3 % | 505.134 $ | +150.012 $ | +42,2 % | 355.122 $ | |||||
| Pine Harbor Wealth Management, LLC | 433.212 $ | -65.640 $ | -13,2 % | 498.852 $ | +275.167 $ | +123,0 % | 223.685 $ | -177.109 $ | -44,2 % | |||
| Stratos Wealth Advisors, LLC | 329.341 $ | -168.587 $ | -33,9 % | 497.928 $ | +44.600 $ | +9,8 % | 453.328 $ | +47.198 $ | +11,6 % | |||
| Fragasso Financial Advisors Inc | 495.452 $ | +48.788 $ | +10,9 % | |||||||||
| INSIGNEO ADVISORY SERVICES, LLC | 494.625 $ | |||||||||||
| Belvedere Trading LLC | 379.085 $ | -114.224 $ | -23,2 % | 493.309 $ | +271.921 $ | +122,8 % | 221.388 $ | -280.919 $ | -55,9 % | |||
| CWM, LLC | 490.076 $ | +19.076 $ | +4,1 % | 471.000 $ | +95.000 $ | +25,3 % | ||||||
| Integrated Wealth Concepts LLC | 478.918 $ | +4.731 $ | +1,0 % | 474.187 $ | -416 $ | -0,1 % | 474.603 $ | +56.350 $ | +13,5 % | |||
| Western Wealth Management, LLC | 474.762 $ | -1.826 $ | -0,4 % | 476.588 $ | +96.231 $ | +25,3 % | 380.357 $ | |||||
| Clark Capital Management Group, Inc. | 398.312 $ | -66.637 $ | -14,3 % | 464.949 $ | +36.641 $ | +8,6 % | 428.308 $ | |||||
| MANNING & NAPIER ADVISORS LLC | 457.423 $ | |||||||||||
| CROSSPOINT FINANCIAL, LLC | 452.608 $ | +166.517 $ | +58,2 % | 286.091 $ | -75.577 $ | -20,9 % | 361.668 $ | |||||
| LCNB CORP | 362.619 $ | -68.749 $ | -15,9 % | 431.368 $ | -17.066 $ | -3,8 % | 448.434 $ | +46.687 $ | +11,6 % | |||
| CFO CAPITAL MANAGEMENT LLC | 444.579 $ | +35.035 $ | +8,6 % | 409.544 $ | ||||||||
| Sanctuary Advisors, LLC | 435.903 $ | +49.570 $ | +12,8 % | 386.333 $ | -7.425 $ | -1,9 % | 393.758 $ | -190.571 $ | -32,6 % | |||
| Compound Planning, Inc. | 418.809 $ | -13.252 $ | -3,1 % | 432.061 $ | ||||||||
| Soltis Investment Advisors LLC | 423.404 $ | |||||||||||
| FRANKLIN TEMPLETON INC | 414.812 $ | |||||||||||
| Sigma Planning Corp | 408.617 $ | +88.179 $ | +27,5 % | 320.438 $ | -94.256 $ | -22,7 % | 414.694 $ | +62.848 $ | +17,9 % | 351.846 $ | +44.332 $ | +14,4 % |
| Brookstone Capital Management | 350.659 $ | +10.317 $ | +3,0 % | 340.342 $ | -73.659 $ | -17,8 % | 414.001 $ | +17.180 $ | +4,3 % | 396.821 $ | +6.434 $ | +1,6 % |
| Stratos Investment Management, LLC | 352.331 $ | -58.945 $ | -14,3 % | 411.276 $ | +32.411 $ | +8,6 % | 378.865 $ | -30.544 $ | -7,5 % | |||
| OPPENHEIMER & CO INC | 406.780 $ | +179.571 $ | +79,0 % | 227.209 $ | +6.077 $ | +2,7 % | 221.132 $ | -1.300.733 $ | -85,5 % | |||
| WORLD EQUITY GROUP, INC. | 286.842 $ | -49.227 $ | -14,6 % | 336.069 $ | -60.102 $ | -15,2 % | 396.171 $ | +171.294 $ | +76,2 % | 224.877 $ | ||
| Wealthcare Advisory Partners LLC | 303.841 $ | +20.203 $ | +7,1 % | 283.638 $ | -112.118 $ | -28,3 % | 395.756 $ | +35.443 $ | +9,8 % | 360.313 $ | +59.051 $ | +19,6 % |
| MONECO ADVISORS, LLC | 394.240 $ | +13.379 $ | +3,5 % | 380.861 $ | ||||||||
| Focus Advisor Solutions, LLC | 327.758 $ | -54.695 $ | -14,3 % | 382.453 $ | +11.255 $ | +3,0 % | ||||||
| FIFTH THIRD BANCORP | 263.209 $ | +10.001 $ | +3,9 % | 253.208 $ | -123.102 $ | -32,7 % | 376.310 $ | |||||
| S.A. Mason LLC | 329.318 $ | +11.175 $ | +3,5 % | 318.143 $ | -53.225 $ | -14,3 % | 371.368 $ | +29.266 $ | +8,6 % | 342.102 $ | +35.617 $ | +11,6 % |
| PRIMORIS WEALTH ADVISORS, LLC | 370.893 $ | +37.318 $ | +11,2 % | 333.575 $ | +32.185 $ | +10,7 % | 301.390 $ | +23.751 $ | +8,6 % | 277.639 $ | +28.906 $ | +11,6 % |
| SIMPLEX TRADING, LLC | 369.520 $ | +17.504 $ | +5,0 % | 352.016 $ | ||||||||
| Range Advisory, LLC | 316.362 $ | -52.927 $ | -14,3 % | 369.289 $ | +29.102 $ | +8,6 % | 340.187 $ | |||||
| First Heartland Consultants, Inc. | 362.619 $ | +51.836 $ | +16,7 % | 310.783 $ | -45.665 $ | -12,8 % | 356.448 $ | +8.261 $ | +2,4 % | 348.187 $ | +131.170 $ | +60,4 % |
| Nicht ausgewiesen | 361.037 $ | +40.663 $ | +12,7 % | 320.374 $ | ||||||||
| PRINCIPAL SECURITIES, INC. | 357.557 $ | +271.215 $ | +314,1 % | |||||||||
| TCFG WEALTH MANAGEMENT, LLC | 347.580 $ | |||||||||||
| COMERICA BANK | 346.655 $ | +8.149 $ | +2,4 % | |||||||||
| Hara Capital LLC | 307.200 $ | +10.425 $ | +3,5 % | 296.775 $ | -49.650 $ | -14,3 % | 346.425 $ | +27.300 $ | +8,6 % | 319.125 $ | +33.225 $ | +11,6 % |
| EverSource Wealth Advisors, LLC | 100.393 $ | -9.414 $ | -8,6 % | 109.807 $ | -157.772 $ | -59,0 % | 267.579 $ | -76.523 $ | -22,2 % | 344.102 $ | +331.294 $ | +2.586,6 % |
| SCOTIA CAPITAL INC. | 340.315 $ | +35.431 $ | +11,6 % | |||||||||
| Modern Wealth Management, LLC | 336.145 $ | -5.029 $ | -1,5 % | |||||||||
| Ball & Co Wealth Management Inc. | 333.000 $ | |||||||||||
| PKS Advisory Services, LLC | 286.085 $ | +0 $ | +0,0 % | 286.085 $ | -45.236 $ | -13,7 % | 331.321 $ | +23.770 $ | +7,7 % | 307.551 $ | +43.456 $ | +16,5 % |
| XTX Topco Ltd | 327.672 $ | |||||||||||
| IFP Advisors, Inc | 10.732 $ | +9.901 $ | +1.191,5 % | 831 $ | -321.206 $ | -99,7 % | 322.037 $ | +742 $ | +0,2 % | 321.295 $ | -102.599 $ | -24,2 % |
| Orion Porfolio Solutions, LLC | 320.742 $ | +73.267 $ | +29,6 % | |||||||||
| Advisor Resource Council | 280.895 $ | -3.841 $ | -1,3 % | 284.736 $ | -35.730 $ | -11,1 % | 320.466 $ | +1.804 $ | +0,6 % | 318.662 $ | ||
| Spire Wealth Management | 285.245 $ | +9.680 $ | +3,5 % | 275.565 $ | -43.146 $ | -13,5 % | 318.711 $ | +25.116 $ | +8,6 % | 293.595 $ | +30.567 $ | +11,6 % |
| Trek Financial, LLC | 219.614 $ | -92.908 $ | -29,7 % | 312.522 $ | +44.585 $ | +16,6 % | 267.937 $ | |||||
| Aaron Wealth Advisors LLC | 274.432 $ | +9.313 $ | +3,5 % | 265.119 $ | -44.354 $ | -14,3 % | 309.473 $ | +24.388 $ | +8,6 % | 285.085 $ | +29.681 $ | +11,6 % |
| Friday Financial | 270.926 $ | -37.531 $ | -12,2 % | 308.457 $ | +24.308 $ | +8,6 % | 284.149 $ | +2.290 $ | +0,8 % | |||
| FLORIDA FINANCIAL ADVISORS, LLC | 295.764 $ | +70.740 $ | +31,4 % | |||||||||
| BANK OF AMERICA CORP /DE/ | 287.851 $ | |||||||||||
| MAI Capital Management | 245.849 $ | -41.130 $ | -14,3 % | 286.979 $ | +21.381 $ | +8,1 % | 265.598 $ | +27.652 $ | +11,6 % | |||
| Integras Partners LLC | 285.901 $ | |||||||||||
| Acorn Wealth Advisors, LLC | 219.125 $ | -65.364 $ | -23,0 % | 284.489 $ | -21.805 $ | -7,1 % | ||||||
| Vontobel Holding Ltd. | 277.140 $ | +21.840 $ | +8,6 % | 255.300 $ | ||||||||
| Wood Tarver Financial Group, LLC | 214.000 $ | -60.000 $ | -21,9 % | 274.000 $ | +8.000 $ | +3,0 % | 266.000 $ | +41.000 $ | +18,2 % | |||
| Centerline Wealth Advisors, LLC | 273.940 $ | +66.831 $ | +32,3 % | 207.109 $ | ||||||||
| Investor's Fiduciary Advisor Network, LLC | 273.000 $ | |||||||||||
| FLAGSTAR SECURITIES, INC | 228.188 $ | +7.744 $ | +3,5 % | 220.444 $ | -36.880 $ | -14,3 % | 257.324 $ | -14.102 $ | -5,2 % | 271.426 $ | -62.238 $ | -18,7 % |
| PFG Advisors | 271.360 $ | +9.209 $ | +3,5 % | 262.151 $ | +12.817 $ | +5,1 % | 249.334 $ | +20.117 $ | +8,8 % | 229.217 $ | ||
| Atlas Brown,Inc. | 255.212 $ | +26.468 $ | +11,6 % | 228.744 $ | -37.160 $ | -14,0 % | 265.904 $ | +59.919 $ | +29,1 % | 205.985 $ | ||
| Darden Wealth Group Inc | 262.472 $ | +49.629 $ | +23,3 % | 212.843 $ | ||||||||
| Gambit Capital Management, LLC | 214.469 $ | -46.828 $ | -17,9 % | 261.297 $ | ||||||||
| Atomic Invest LLC | 233.759 $ | -23.795 $ | -9,2 % | 257.554 $ | +61.090 $ | +31,1 % | 196.464 $ | |||||
| UNIQUE WEALTH, LLC | 256.018 $ | |||||||||||
| FFT WEALTH MANAGEMENT LLC | 255.300 $ | +26.580 $ | +11,6 % | |||||||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 253.864 $ | +134.118 $ | +112,0 % | 119.746 $ | -31.324 $ | -20,7 % | ||||||
| TSA Wealth Managment LLC | 203.328 $ | -48.951 $ | -19,4 % | 252.279 $ | ||||||||
| CAPTRUST FINANCIAL ADVISORS | 210.671 $ | -40.141 $ | -16,0 % | 250.812 $ | +40.104 $ | +19,0 % | 210.708 $ | -858 $ | -0,4 % | |||
| GeoWealth Management, LLC | 245.387 $ | -132.230 $ | -35,0 % | |||||||||
| MARINO, STRAM & ASSOCIATES LLC | 215.040 $ | +7.297 $ | +3,5 % | 207.743 $ | -34.755 $ | -14,3 % | 242.498 $ | +19.110 $ | +8,6 % | 223.388 $ | +23.258 $ | +11,6 % |
| Cauble & Harre Wealth Management, Inc. | 239.475 $ | |||||||||||
| W1M Asset Management Ltd | 201.884 $ | -33.660 $ | -14,3 % | 235.544 $ | +18.615 $ | +8,6 % | 216.929 $ | |||||
| Chicago Partners Investment Group LLC | 222.086 $ | -11.282 $ | -4,8 % | 233.368 $ | ||||||||
| SeaCrest Wealth Management, LLC | 229.241 $ | +11.117 $ | +5,1 % | 218.124 $ | ||||||||
| PRIVATE TRUST CO NA | 208.896 $ | +87.495 $ | +72,1 % | 121.401 $ | -106.529 $ | -46,7 % | 227.930 $ | +1.564 $ | +0,7 % | 226.366 $ | +141.816 $ | +167,7 % |
| Vigilare Wealth Management | 227.643 $ | -83.302 $ | -26,8 % | |||||||||
| FMR LLC | 175.367 $ | -52.170 $ | -22,9 % | 227.537 $ | +12.944 $ | +6,0 % | 214.593 $ | +24.232 $ | +12,7 % | |||
| IEQ CAPITAL, LLC | 227.255 $ | |||||||||||
| Platform Technology Partners | 213.197 $ | -9.588 $ | -4,3 % | 222.785 $ | +842 $ | +0,4 % | 221.943 $ | |||||
| Alchemi Wealth, LLC | 222.312 $ | |||||||||||
| NorthCrest Asset Manangement, LLC | 218.923 $ | +14.222 $ | +6,9 % | |||||||||
| Mascagni Wealth Management, Inc. | 218.617 $ | +18.504 $ | +9,2 % | 200.113 $ | ||||||||
| Realta Investment Advisors | 216.269 $ | |||||||||||
| Arlington Trust Co LLC | 184.812 $ | +6.272 $ | +3,5 % | 178.540 $ | -29.869 $ | -14,3 % | 208.409 $ | +16.423 $ | +8,6 % | 191.986 $ | +19.989 $ | +11,6 % |
| Armor Investment Advisors, LLC | 207.855 $ | -12.097 $ | -5,5 % | |||||||||
| Arax Advisory Partners | 187.827 $ | +179.500 $ | +2.155,6 % | 8.327 $ | +867 $ | +11,6 % | ||||||
| Parallel Advisors, LLC | 149.709 $ | +5.081 $ | +3,5 % | 144.628 $ | -5.720 $ | -3,8 % | 150.348 $ | +35.761 $ | +31,2 % | 114.587 $ | ||
| KM Capital Management Ltd. | 150.016 $ | |||||||||||
| Capital Analysts, LLC | 148.000 $ | +125.000 $ | +543,5 % | 23.000 $ | ||||||||
| GROUP ONE TRADING LLC | 139.124 $ | -38.668 $ | -21,7 % | |||||||||
| HOLLENCREST CAPITAL MANAGEMENT | 106.839 $ | -17.874 $ | -14,3 % | 124.713 $ | -2.937 $ | -2,3 % | 127.650 $ | +13.290 $ | +11,6 % | |||
| BESSEMER GROUP INC | 127.000 $ | |||||||||||
| WELLS FARGO & COMPANY/MN | 25.818 $ | +25.671 $ | +17.463,3 % | 147 $ | -99.783 $ | -99,9 % | 99.930 $ | +12.403 $ | +14,2 % | |||
| Fourth Dimension Wealth, LLC | 81.395 $ | -13.618 $ | -14,3 % | 95.013 $ | +7.488 $ | +8,6 % | 87.525 $ | +9.112 $ | +11,6 % | |||
| BlackRock, Inc. | 81.079 $ | -13.564 $ | -14,3 % | 94.643 $ | +7.458 $ | +8,6 % | 87.185 $ | +13.918 $ | +19,0 % | |||
| GGM Financial LLC | 90.808 $ | +67.778 $ | +294,3 % | 23.030 $ | -3.853 $ | -14,3 % | 26.883 $ | +2.119 $ | +8,6 % | 24.764 $ | ||
| Darwin Wealth Management, LLC | 58.761 $ | -9.831 $ | -14,3 % | 68.592 $ | -18.763 $ | -21,5 % | 87.355 $ | +9.095 $ | +11,6 % | |||
| Estate Planners Group, LLC | 85.823 $ | |||||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 77.824 $ | +6.598 $ | +9,3 % | 71.226 $ | -11.916 $ | -14,3 % | 83.142 $ | +5.275 $ | +6,8 % | 77.867 $ | +16.875 $ | +27,7 % |
| Truvestments Capital LLC | 79.228 $ | +8.249 $ | +11,6 % | |||||||||
| Sunbelt Securities, Inc. | 71.594 $ | +5.642 $ | +8,6 % | 65.952 $ | +6.866 $ | +11,6 % | ||||||
| Compass Financial Services Inc | 69.569 $ | +7.243 $ | +11,6 % | |||||||||
| CoreCap Advisors, LLC | 26.092 $ | -21.432 $ | -45,1 % | 47.524 $ | -14.324 $ | -23,2 % | 61.848 $ | -2.828 $ | -4,4 % | 64.676 $ | -163.815 $ | -71,7 % |
| Goodman Advisory Group, LLC | 56.730 $ | |||||||||||
| Larson Financial Group LLC | 40.960 $ | +1.390 $ | +3,5 % | 39.570 $ | -6.620 $ | -14,3 % | 46.190 $ | +3.640 $ | +8,6 % | 42.550 $ | +4.430 $ | +11,6 % |
| Anfield Capital Management, LLC | 43.881 $ | +3.458 $ | +8,6 % | 40.423 $ | +4.209 $ | +11,6 % | ||||||
| US BANCORP \DE\ | 40.960 $ | +1.390 $ | +3,5 % | 39.570 $ | -118.209 $ | -74,9 % | ||||||
| IFG Advisory, LLC | 40.520 $ | |||||||||||
| TWIN PEAKS WEALTH ADVISORS, LLC | 40.469 $ | |||||||||||
| Pinnacle Wealth Planning Services, Inc. | 3.072 $ | -32.620 $ | -91,4 % | 35.692 $ | ||||||||
| Polaris Financial Partners | 34.000 $ | |||||||||||
| BALLAST ADVISORS LLC | 33.719 $ | |||||||||||
| Steward Partners Investment Advisory, LLC | 29.836 $ | +25.452 $ | +580,6 % | |||||||||
| JONES FINANCIAL COMPANIES LLLP | 26.446 $ | |||||||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 20.706 $ | -4.209 $ | -16,9 % | 24.915 $ | +2.363 $ | +10,5 % | 22.552 $ | |||||
| Tower Research Capital LLC (TRC) | 21.210 $ | -2.994 $ | -12,4 % | 24.204 $ | ||||||||
| HARBOUR INVESTMENTS, INC. | 20.458 $ | -3.561 $ | -14,8 % | 24.019 $ | ||||||||
| MCDONALD PARTNERS LLC | 19.785 $ | |||||||||||
| MATHER GROUP, LLC. | 13.763 $ | +32 $ | +0,2 % | 13.731 $ | +12.438 $ | +961,9 % | 1.293 $ | -461 $ | -26,3 % | |||
| Clearstead Advisors, LLC | 13.517 $ | +459 $ | +3,5 % | 13.058 $ | ||||||||
| TOMPKINS FINANCIAL CORP | 13.312 $ | |||||||||||
| TD Waterhouse Canada Inc. | 12.345 $ | +474 $ | +4,0 % | 11.871 $ | ||||||||
| Kimelman & Baird, LLC | 9.216 $ | +312 $ | +3,5 % | 8.904 $ | -1.489 $ | -14,3 % | 10.393 $ | +819 $ | +8,6 % | 9.574 $ | +997 $ | +11,6 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10.051 $ | +2.199 $ | +28,0 % | 7.852 $ | +6.661 $ | +559,3 % | 1.191 $ | -32.507 $ | -96,5 % | |||
| Copia Wealth Management | 1.543 $ | -3.030 $ | -66,3 % | 4.573 $ | -5.214 $ | -53,3 % | 9.787 $ | |||||
| John Boyer, Inc. | 9.585 $ | |||||||||||
| Beacon Capital Management, Inc. | 8.297 $ | -19.797 $ | -70,5 % | |||||||||
| Investors Research Corp | 6.226 $ | +211 $ | +3,5 % | 6.015 $ | -1.006 $ | -14,3 % | 7.021 $ | +553 $ | +8,5 % | 6.468 $ | +674 $ | +11,6 % |
| Medallion Wealth Advisors, LLC | 5.975 $ | -1.000 $ | -14,3 % | 6.975 $ | +550 $ | +8,6 % | 6.425 $ | +669 $ | +11,6 % | |||
| CIBC Private Wealth Group LLC | 6.808 $ | +5.855 $ | +614,4 % | |||||||||
| Grove Bank & Trust | 6.021 $ | +204 $ | +3,5 % | 5.817 $ | -973 $ | -14,3 % | 6.790 $ | +535 $ | +8,6 % | 6.255 $ | +651 $ | +11,6 % |
| JFS WEALTH ADVISORS, LLC | 1.147 $ | -4.354 $ | -79,1 % | 5.501 $ | +4.531 $ | +467,1 % | 970 $ | -1.201 $ | -55,3 % | 2.171 $ | +1.141 $ | +110,8 % |
| ALBION FINANCIAL GROUP /UT | 4.096 $ | +139 $ | +3,5 % | 3.957 $ | -662 $ | -14,3 % | 4.619 $ | |||||
| Gould Capital, LLC | 3.878 $ | -649 $ | -14,3 % | 4.527 $ | +357 $ | +8,6 % | 4.170 $ | +434 $ | +11,6 % | |||
| Acumen Wealth Advisors, LLC | 2.910 $ | +229 $ | +8,5 % | 2.681 $ | ||||||||
| Strive Financial Group ,LLC | 2.572 $ | +572 $ | +28,6 % | 2.000 $ | +255 $ | +14,6 % | 1.745 $ | |||||
| Tradewinds Capital Management, LLC | 1.844 $ | +63 $ | +3,5 % | 1.781 $ | -298 $ | -14,3 % | 2.079 $ | +164 $ | +8,6 % | 1.915 $ | +199 $ | +11,6 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.556 $ | +52 $ | +3,5 % | 1.504 $ | -251 $ | -14,3 % | 1.755 $ | +138 $ | +8,5 % | 1.617 $ | ||
| Kings Path Partners LLC | 1.679 $ | |||||||||||
| HUNTINGTON NATIONAL BANK | 1.617 $ | +128 $ | +8,6 % | 1.489 $ | ||||||||
| SALEM INVESTMENT COUNSELORS INC | 1.188 $ | -198 $ | -14,3 % | 1.386 $ | ||||||||
| Blue Trust, Inc. | 639 $ | |||||||||||
| Imprint Wealth LLC | 237 $ | -40 $ | -14,4 % | 277 $ | +22 $ | +8,6 % | 255 $ | -1.041 $ | -80,3 % | |||
| Total | 516.719.862 $ | +45.465.475 $ | +16,7 % | 894.477.923 $ | -100.751.850 $ | +92,5 % | 1.002.099.270 $ | +104.831.582 $ | +14,4 % | 1.721.803.231 $ | +1.020.017.945 $ | +6.098,4 % |