| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 257.313.909 $ | -71.775.828 $ | +5,1 % | 3.680.013.794 $ | +736.025.164 $ | +911,2 % | 2.769.625.985 $ | +203.478.933 $ | +145,2 % | 2.524.063.602 $ | -71.355.431 $ | +684,6 % |
| Rockefeller Capital Management L.P. | 1.597.625.599 $ | +222.263.225 $ | +16,2 % | 1.375.362.374 $ | +26.035.365 $ | +1,9 % | 1.349.327.009 $ | -227.402.287 $ | -14,4 % | |||
| CENTAURUS FINANCIAL, INC. | 217.580.000 $ | +80.407.000 $ | +58,6 % | 137.173.000 $ | -8.484.000 $ | -5,8 % | 145.657.000 $ | +28.796.000 $ | +24,6 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 196.386.217 $ | +54.950.513 $ | +38,9 % | 141.435.704 $ | +48.582.600 $ | +52,3 % | 92.853.104 $ | -4.185.297 $ | -4,3 % | |||
| INTECH INVESTMENT MANAGEMENT LLC | 132.511.128 $ | +17.770.431 $ | +15,5 % | 114.740.697 $ | +3.294.631 $ | +3,0 % | 111.446.066 $ | +16.364.695 $ | +17,2 % | |||
| TEXAS PERMANENT SCHOOL FUND CORP | 121.004.606 $ | +14.575.075 $ | +13,7 % | 106.429.531 $ | -5.718.759 $ | -5,1 % | 112.148.290 $ | +17.726.436 $ | +18,8 % | |||
| Cannell & Spears LLC | 75.901.872 $ | +7.020.465 $ | +10,2 % | 68.881.407 $ | -4.146.764 $ | -5,7 % | 73.028.171 $ | +1.890.612 $ | +2,7 % | |||
| LPL Financial LLC | 66.173.504 $ | +46.423.803 $ | +235,1 % | 19.749.701 $ | -10.615.380 $ | -35,0 % | 30.365.081 $ | +4.890.096 $ | +19,2 % | |||
| Beaumont Financial Advisors, LLC | 26.775.568 $ | -19.798.556 $ | -42,5 % | 46.574.124 $ | +26.049.644 $ | +126,9 % | 20.524.480 $ | -2.863.529 $ | -12,2 % | 23.388.009 $ | +1.318.524 $ | +6,0 % |
| Bullseye Investment Management, LLC | 36.305.027 $ | +9.177.170 $ | +33,8 % | 27.127.857 $ | -4.480.001 $ | -14,2 % | 31.607.858 $ | +30.324.459 $ | +2.362,8 % | |||
| ROYAL BANK OF CANADA | 36.122.000 $ | +8.103.000 $ | +28,9 % | 28.019.000 $ | +24.883.000 $ | +793,5 % | 3.136.000 $ | +3.106.000 $ | +10.353,3 % | |||
| SouthState Bank Corp | 35.986.635 $ | +9.947.621 $ | +38,2 % | 26.039.014 $ | +4.400.579 $ | +20,3 % | 21.638.435 $ | +12.886.976 $ | +147,3 % | |||
| HighTower Advisors, LLC | 35.825.162 $ | +16.281.168 $ | +83,3 % | 19.543.994 $ | +15.524.362 $ | +386,2 % | 4.019.632 $ | |||||
| Gradient Investments LLC | 20.677.339 $ | -13.137.071 $ | -38,9 % | 33.814.410 $ | ||||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 31.341.088 $ | +11.949.588 $ | +61,6 % | 19.391.500 $ | +3.842.839 $ | +24,7 % | 15.548.661 $ | -429.854 $ | -2,7 % | 15.978.515 $ | +4.027.062 $ | +33,7 % |
| FIDUCIARY TRUST CO | 30.444.624 $ | +3.815.254 $ | +14,3 % | 26.629.370 $ | -913.624 $ | -3,3 % | 27.542.994 $ | +1.126.587 $ | +4,3 % | |||
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 28.890.914 $ | |||||||||||
| StoneX Group Inc. | 28.213.006 $ | +4.322.693 $ | +18,1 % | 23.890.313 $ | +463.330 $ | +2,0 % | 23.426.983 $ | -766.396 $ | -3,2 % | |||
| KEYBANK NATIONAL ASSOCIATION/OH | 27.368.303 $ | +279.280 $ | +1,0 % | 27.089.023 $ | -545.331 $ | -2,0 % | 27.634.354 $ | +1.130.323 $ | +4,3 % | |||
| Teamwork Financial Advisors, LLC | 3.317.653 $ | -22.641.600 $ | -87,2 % | 25.959.253 $ | +5.939.848 $ | +29,7 % | 20.019.405 $ | |||||
| Nicht ausgewiesen | 25.321.375 $ | +7.764.855 $ | +44,2 % | 17.556.520 $ | +10.931.890 $ | +165,0 % | 6.624.630 $ | |||||
| Merit Financial Group, LLC | 24.593.489 $ | +1.684.057 $ | +7,4 % | 22.909.432 $ | +5.088.230 $ | +28,6 % | 17.821.202 $ | +105.637 $ | +0,6 % | |||
| Cambridge Investment Research Advisors, Inc. | 23.802.000 $ | +17.038.000 $ | +251,9 % | 6.764.000 $ | +2.945.000 $ | +77,1 % | 3.819.000 $ | +1.792.000 $ | +88,4 % | |||
| VanWeelden Wealth Management, LLC | 23.435.356 $ | |||||||||||
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 23.146.395 $ | |||||||||||
| Measured Risk Portfolios, Inc. | 5.079.284 $ | -17.777.641 $ | -77,8 % | 22.856.925 $ | +21.685.886 $ | +1.851,9 % | 1.171.039 $ | +523.546 $ | +80,9 % | 647.493 $ | +270.000 $ | +71,5 % |
| ALLIANZ SE | 21.572.174 $ | -81.168 $ | -0,4 % | 21.653.342 $ | -149.850 $ | -0,7 % | 21.803.192 $ | |||||
| JANE STREET GROUP, LLC | 14.823.781 $ | -6.537.755 $ | -30,6 % | 21.361.536 $ | +10.637.458 $ | +99,2 % | 10.724.078 $ | -2.312.451 $ | -17,7 % | |||
| Belpointe Asset Management LLC | 20.870.785 $ | +7.228.550 $ | +53,0 % | 13.642.235 $ | +2.812.288 $ | +26,0 % | 10.829.947 $ | +85.041 $ | +0,8 % | |||
| MANNING & NAPIER ADVISORS LLC | 19.298.963 $ | -425.081 $ | -2,2 % | 19.724.044 $ | -823.283 $ | -4,0 % | 20.547.327 $ | -635.999 $ | -3,0 % | |||
| Reliant Wealth Planning | 20.095.643 $ | +4.738.367 $ | +30,9 % | 15.357.276 $ | +802.271 $ | +5,5 % | 14.555.005 $ | |||||
| Peregrine Asset Advisers, Inc. | 19.489.142 $ | +473.874 $ | +2,5 % | 19.015.268 $ | -1.021.744 $ | -5,1 % | 20.037.012 $ | +326.718 $ | +1,7 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 17.496.671 $ | +3.919.125 $ | +28,9 % | 13.577.546 $ | +4.852.513 $ | +55,6 % | 8.725.033 $ | +8.379.626 $ | +2.426,0 % | |||
| Brookwood Investment Group LLC | 9.754.670 $ | -7.455.690 $ | -43,3 % | 17.210.360 $ | +16.999.943 $ | +8.079,2 % | 210.417 $ | |||||
| Chicago Partners Investment Group LLC | 17.132.781 $ | +6.489.711 $ | +61,0 % | 10.643.070 $ | +3.884.840 $ | +57,5 % | 6.758.230 $ | +1.535.314 $ | +29,4 % | |||
| GC Wealth Management RIA, LLC | 16.071.272 $ | -309.793 $ | -1,9 % | 16.381.065 $ | +1.987.984 $ | +13,8 % | ||||||
| CITADEL ADVISORS LLC | 10.591.494 $ | -5.760.435 $ | -35,2 % | 16.351.929 $ | +2.693.006 $ | +19,7 % | 13.658.923 $ | +12.539.468 $ | +1.120,1 % | |||
| Second Half Financial Partners, LLC | 15.963.803 $ | +363.601 $ | +2,3 % | 15.600.202 $ | -623.316 $ | -3,8 % | 16.223.518 $ | -450.172 $ | -2,7 % | |||
| HOHIMER WEALTH MANAGEMENT, LLC | 15.051.032 $ | |||||||||||
| American Financial Advisors, LLC | 12.545.724 $ | |||||||||||
| Tyche Wealth Partners LLC | 12.235.126 $ | +6.523.019 $ | +114,2 % | 5.712.107 $ | +1.650.359 $ | +40,6 % | 4.061.748 $ | +821.187 $ | +25,3 % | |||
| TrueWealth Advisors, LLC | 11.247.227 $ | -421.509 $ | -3,6 % | 11.668.736 $ | +2.629.272 $ | +29,1 % | 9.039.464 $ | +8.833.224 $ | +4.283,0 % | 206.240 $ | ||
| STIFEL FINANCIAL CORP | 11.085.668 $ | +4.033.350 $ | +57,2 % | 7.052.318 $ | +479.187 $ | +7,3 % | 6.573.131 $ | +6.228.930 $ | +1.809,7 % | |||
| NewEdge Advisors, LLC | 10.736.800 $ | +7.402.207 $ | +222,0 % | 3.334.593 $ | +628.532 $ | +23,2 % | 2.706.061 $ | +2.140.325 $ | +378,3 % | |||
| Pinnacle Wealth Management, LLC | 10.440.815 $ | -216.796 $ | -2,0 % | 10.657.611 $ | +7.732.136 $ | +264,3 % | 2.925.475 $ | |||||
| Gotham Asset Management, LLC | 10.214.480 $ | |||||||||||
| First Heartland Consultants, Inc. | 8.951.849 $ | -969.923 $ | -9,8 % | 9.921.772 $ | +2.753.656 $ | +38,4 % | 7.168.116 $ | +6.453.406 $ | +902,9 % | 714.710 $ | +116.320 $ | +19,4 % |
| MARSHALL WACE, LLP | 9.597.545 $ | +8.711.274 $ | +982,9 % | 886.271 $ | +605.980 $ | +216,2 % | 280.291 $ | |||||
| OneAscent Financial Services LLC | 9.341.722 $ | +628.106 $ | +7,2 % | 8.713.616 $ | +1.445.921 $ | +19,9 % | 7.267.695 $ | +4.172.683 $ | +134,8 % | |||
| TD Waterhouse Canada Inc. | 7.961.143 $ | -1.195.592 $ | -13,1 % | 9.156.735 $ | +8.877.649 $ | +3.181,0 % | 279.086 $ | -3.957.080 $ | -93,4 % | 4.236.166 $ | +4.224.416 $ | +35.952,5 % |
| Kingsview Wealth Management, LLC | 8.483.906 $ | +7.989.938 $ | +1.617,5 % | 493.968 $ | ||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.294.556 $ | +4.111.614 $ | +98,3 % | 4.182.942 $ | -2.077.055 $ | -33,2 % | 6.259.997 $ | +1.727.704 $ | +38,1 % | |||
| Kestra Advisory Services, LLC | 7.952.154 $ | +4.295.541 $ | +117,5 % | 3.656.613 $ | +1.585.318 $ | +76,5 % | 2.071.295 $ | +1.714.903 $ | +481,2 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 7.881.880 $ | +4.191.430 $ | +113,6 % | 3.690.450 $ | -464.250 $ | -11,2 % | 4.154.700 $ | +628.700 $ | +17,8 % | |||
| WT Wealth Management | 6.181.408 $ | -1.593.371 $ | -20,5 % | 7.774.779 $ | +2.275.814 $ | +41,4 % | 5.498.965 $ | |||||
| ZENITH SOLUTIONS, INC. | 6.808.477 $ | -939.547 $ | -12,1 % | 7.748.024 $ | ||||||||
| SMITH, MOORE & CO. | 7.463.353 $ | +2.601.559 $ | +53,5 % | 4.861.794 $ | +204.208 $ | +4,4 % | 4.657.586 $ | |||||
| FWG Holdings, LLC | 7.440.058 $ | +156.517 $ | +2,1 % | 7.283.541 $ | +824.895 $ | +12,8 % | 6.458.646 $ | |||||
| DKM Wealth Management, Inc. | 7.411.971 $ | +370.949 $ | +5,3 % | 7.041.022 $ | +1.963.206 $ | +38,7 % | 5.077.816 $ | +2.627.903 $ | +107,3 % | 2.449.913 $ | ||
| Arax Advisory Partners | 7.328.018 $ | +6.900.100 $ | +1.612,5 % | 427.918 $ | ||||||||
| MML INVESTORS SERVICES, LLC | 7.005.572 $ | +3.676.409 $ | +110,4 % | 3.329.163 $ | ||||||||
| KINGSWOOD WEALTH ADVISORS, LLC | 6.867.571 $ | +435.334 $ | +6,8 % | 6.432.237 $ | +1.613.717 $ | +33,5 % | 4.818.520 $ | +2.281.852 $ | +90,0 % | |||
| Foguth Wealth Management, LLC. | 517.520 $ | -6.333.748 $ | -92,4 % | 6.851.268 $ | ||||||||
| Sun Financial Inc | 6.830.618 $ | +1.103.438 $ | +19,3 % | 5.727.180 $ | +1.297.858 $ | +29,3 % | 4.429.322 $ | |||||
| SFI Advisors, LLC | 6.793.406 $ | +3.357.959 $ | +97,7 % | 3.435.447 $ | -2.394.050 $ | -41,1 % | 5.829.497 $ | +230.023 $ | +4,1 % | |||
| Carter Financial Group, INC. | 5.972.751 $ | -722.548 $ | -10,8 % | 6.695.299 $ | +5.371.781 $ | +405,9 % | 1.323.518 $ | +838.967 $ | +173,1 % | 484.551 $ | +153.129 $ | +46,2 % |
| Pasadena Private Wealth, LLC | 6.444.706 $ | |||||||||||
| MATHER GROUP, LLC. | 5.682.585 $ | -712.604 $ | -11,1 % | 6.395.189 $ | +3.837.152 $ | +150,0 % | 2.558.037 $ | |||||
| GTS SECURITIES LLC | 6.080.101 $ | +1.185.892 $ | +24,2 % | 4.894.209 $ | +3.351.613 $ | +217,3 % | 1.542.596 $ | -2.475.108 $ | -61,6 % | |||
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 5.876.026 $ | -107.772 $ | -1,8 % | 5.983.798 $ | +709.383 $ | +13,4 % | 5.274.415 $ | |||||
| Clearstead Advisors, LLC | 5.914.526 $ | +626.481 $ | +11,8 % | 5.288.045 $ | -201.109 $ | -3,7 % | 5.489.154 $ | -497.227 $ | -8,3 % | |||
| Geneos Wealth Management Inc. | 5.765.940 $ | +265.587 $ | +4,8 % | 5.500.353 $ | -331.424 $ | -5,7 % | 5.831.777 $ | +2.989.613 $ | +105,2 % | |||
| Private Advisor Group, LLC | 5.819.595 $ | -4.083 $ | -0,1 % | 5.823.678 $ | -88.030 $ | -1,5 % | ||||||
| OLD MISSION CAPITAL LLC | 5.689.646 $ | +3.898.442 $ | +217,6 % | 1.791.204 $ | +1.240.939 $ | +225,5 % | 550.265 $ | -2.056.464 $ | -78,9 % | |||
| JPMORGAN CHASE & CO | 5.663.439 $ | +443.181 $ | +8,5 % | 5.220.258 $ | +2.026.731 $ | +63,5 % | 3.193.527 $ | -3.537.563 $ | -52,6 % | |||
| Farther Finance Advisors, LLC | 5.440.405 $ | +578.362 $ | +11,9 % | 4.862.043 $ | +2.896.612 $ | +147,4 % | 1.965.431 $ | +482.422 $ | +32,5 % | 1.483.009 $ | +1.411.666 $ | +1.978,7 % |
| Redhawk Wealth Advisors, Inc. | 798.643 $ | +24.435 $ | +3,2 % | 774.208 $ | +118.397 $ | +18,1 % | 655.811 $ | -4.764.479 $ | -87,9 % | 5.420.290 $ | -3.507.349 $ | -39,3 % |
| Westfuller Advisors, LLC | 5.303.718 $ | +600.807 $ | +12,8 % | 4.702.911 $ | -180.841 $ | -3,7 % | 4.883.752 $ | +117.256 $ | +2,5 % | |||
| NATURAL INVESTMENTS, LLC | 5.097.000 $ | +651.000 $ | +14,6 % | 4.446.000 $ | +1.562.000 $ | +54,2 % | 2.884.000 $ | +392.000 $ | +15,7 % | |||
| Orgel Wealth Management, LLC | 4.816.438 $ | -278.064 $ | -5,5 % | 5.094.502 $ | +127.909 $ | +2,6 % | 4.966.593 $ | -58.029 $ | -1,2 % | 5.024.622 $ | +102.278 $ | +2,1 % |
| RAYMOND JAMES FINANCIAL INC | 5.038.744 $ | +1.890.226 $ | +60,0 % | 3.148.518 $ | ||||||||
| Noble Wealth Management PBC | 4.510.412 $ | -465.513 $ | -9,4 % | 4.975.925 $ | +3.971.281 $ | +395,3 % | 1.004.644 $ | +157.743 $ | +18,6 % | 846.901 $ | -27.146 $ | -3,1 % |
| Longitude (Cayman) Ltd. | 4.838.750 $ | |||||||||||
| Equitable Holdings, Inc. | 2.377.909 $ | -2.179.576 $ | -47,8 % | 4.557.485 $ | +4.098.051 $ | +892,0 % | 459.434 $ | |||||
| Hudock, Inc. | 4.398.359 $ | |||||||||||
| Reyes Financial Architecture, Inc. | 668.028 $ | +129.380 $ | +24,0 % | 538.648 $ | -3.816.646 $ | -87,6 % | 4.355.294 $ | -5.067.322 $ | -53,8 % | |||
| Emissary Wealth LLC | 4.175.389 $ | +2.498.393 $ | +149,0 % | 1.676.996 $ | +719.433 $ | +75,1 % | 957.563 $ | |||||
| U.S. Capital Wealth Advisors, LLC | 4.099.657 $ | +2.499.909 $ | +156,3 % | 1.599.748 $ | +136.537 $ | +9,3 % | ||||||
| FRANKLIN TEMPLETON INC | 4.079.936 $ | +460.085 $ | +12,7 % | 3.619.851 $ | -392.883 $ | -9,8 % | 4.012.734 $ | -3.101 $ | -0,1 % | |||
| Berbice Capital Management LLC | 3.572.438 $ | -403.946 $ | -10,2 % | 3.976.384 $ | +2.828.008 $ | +246,3 % | 1.148.376 $ | +1.050.174 $ | +1.069,4 % | 98.202 $ | +59.559 $ | +154,1 % |
| VestGen Advisors, LLC | 3.964.758 $ | +111.228 $ | +2,9 % | 3.853.530 $ | +1.764.398 $ | +84,5 % | 2.089.132 $ | |||||
| Arcus Capital Partners, LLC | 3.943.947 $ | |||||||||||
| Mattson Financial Services, LLC | 3.886.781 $ | |||||||||||
| WELLS FARGO & COMPANY/MN | 3.873.532 $ | +3.860.134 $ | +28.811,3 % | 13.398 $ | -1.630 $ | -10,8 % | 15.028 $ | +14.987 $ | +36.553,7 % | |||
| Game Plan Financial Advisors, LLC | 3.781.257 $ | +920.013 $ | +32,2 % | 2.861.244 $ | -216.356 $ | -7,0 % | 3.077.600 $ | |||||
| Sigma Planning Corp | 3.750.775 $ | +500.416 $ | +15,4 % | 3.250.359 $ | ||||||||
| Miller Global Investments, LLC | 2.789.996 $ | -814.045 $ | -22,6 % | 3.604.041 $ | +121.068 $ | +3,5 % | 3.482.973 $ | +1.539.372 $ | +79,2 % | 1.943.601 $ | ||
| Delta Investment Management, LLC | 3.599.982 $ | +1.908.977 $ | +112,9 % | 1.691.005 $ | +973.756 $ | +135,8 % | 717.249 $ | |||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.590.758 $ | +216.806 $ | +6,4 % | 3.373.952 $ | ||||||||
| Marble Harbor Investment Counsel, LLC | 3.585.039 $ | +359.689 $ | +11,2 % | 3.225.350 $ | +2.567.865 $ | +390,6 % | 657.485 $ | -28.062 $ | -4,1 % | |||
| BRIGHTON JONES LLC | 3.489.574 $ | +492.305 $ | +16,4 % | 2.997.269 $ | -49.472 $ | -1,6 % | 3.046.741 $ | -130.039 $ | -4,1 % | |||
| Weaver Consulting Group | 3.194.073 $ | -188.386 $ | -5,6 % | 3.382.459 $ | +663.637 $ | +24,4 % | 2.718.822 $ | +621.910 $ | +29,7 % | 2.096.912 $ | ||
| TRUE Private Wealth Advisors | 3.285.053 $ | +102.990 $ | +3,2 % | 3.182.063 $ | +124.392 $ | +4,1 % | 3.057.671 $ | +1.599.462 $ | +109,7 % | 1.458.209 $ | +910.303 $ | +166,1 % |
| Quantinno Capital Management LP | 3.251.576 $ | +743.784 $ | +29,7 % | 2.507.792 $ | -540.489 $ | -17,7 % | 3.048.281 $ | -130.104 $ | -4,1 % | |||
| FLOW TRADERS U.S. LLC | 2.481.000 $ | -763.000 $ | -23,5 % | 3.244.000 $ | +1.805.000 $ | +125,4 % | 1.439.000 $ | -44.000 $ | -3,0 % | |||
| Bleakley Financial Group, LLC | 3.215.249 $ | |||||||||||
| IFP Advisors, Inc | 19.302 $ | +6.824 $ | +54,7 % | 12.478 $ | -2.974.884 $ | -99,6 % | 2.987.362 $ | -210.101 $ | -6,6 % | 3.197.463 $ | -467.816 $ | -12,8 % |
| Navis Wealth Advisors, LLC | 3.097.828 $ | |||||||||||
| Formidable Asset Management, LLC | 3.008.011 $ | +420.350 $ | +16,2 % | 2.587.661 $ | +584.740 $ | +29,2 % | 2.002.921 $ | |||||
| TRED AVON FAMILY WEALTH, LLC | 2.931.960 $ | +2.211.160 $ | +306,8 % | 720.800 $ | ||||||||
| Integrated Wealth Concepts LLC | 2.130.260 $ | -688.463 $ | -24,4 % | 2.818.723 $ | +2.033.811 $ | +259,1 % | 784.912 $ | -142.077 $ | -15,3 % | |||
| Belvedere Trading LLC | 2.808.005 $ | |||||||||||
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 2.759.012 $ | +185.062 $ | +7,2 % | 2.573.950 $ | +193.352 $ | +8,1 % | 2.380.598 $ | +132.867 $ | +5,9 % | 2.247.731 $ | ||
| SILVER OAK SECURITIES, INCORPORATED | 2.742.805 $ | |||||||||||
| MBL Wealth, LLC | 2.713.853 $ | +1.619.670 $ | +148,0 % | 1.094.183 $ | ||||||||
| Gladstone Institutional Advisory LLC | 2.682.146 $ | +1.789.882 $ | +200,6 % | 892.264 $ | +675.464 $ | +311,6 % | 216.800 $ | -1.938.818 $ | -89,9 % | |||
| BXM Wealth LLC | 2.674.915 $ | +1.385.524 $ | +107,5 % | 1.289.391 $ | +410.215 $ | +46,7 % | 879.176 $ | |||||
| Visionary Wealth Advisors | 2.643.950 $ | +1.993.333 $ | +306,4 % | 650.617 $ | +378.748 $ | +139,3 % | 271.869 $ | +50.917 $ | +23,0 % | |||
| Larson Financial Group LLC | 2.643.025 $ | |||||||||||
| Client First Investment Management LLC | 2.637.871 $ | |||||||||||
| ZEGA Investments, LLC | 2.562.643 $ | +535.685 $ | +26,4 % | 2.026.958 $ | ||||||||
| OneAscent Wealth Management LLC | 2.542.915 $ | +722.648 $ | +39,7 % | 1.820.267 $ | +228.928 $ | +14,4 % | 1.591.339 $ | +346.702 $ | +27,9 % | |||
| Texas Capital Bank Wealth Management Services Inc | 2.468.384 $ | +442.950 $ | +21,9 % | 2.025.434 $ | -54.665 $ | -2,6 % | 2.080.099 $ | |||||
| Orion Porfolio Solutions, LLC | 2.373.540 $ | |||||||||||
| BROWN ADVISORY INC | 2.142.473 $ | +16.710 $ | +0,8 % | 2.125.763 $ | -137.809 $ | -6,1 % | 2.263.572 $ | -41.907 $ | -1,8 % | |||
| Sherry Group, Inc. | 2.114.669 $ | -136.330 $ | -6,1 % | 2.250.999 $ | +328.121 $ | +17,1 % | 1.922.878 $ | +50.799 $ | +2,7 % | 1.872.079 $ | ||
| VISTA INVESTMENT PARTNERS II, LLC | 2.034.327 $ | -168.548 $ | -7,7 % | 2.202.875 $ | ||||||||
| ATX Financial Planning, LLC | 2.186.055 $ | +705.500 $ | +47,7 % | 1.480.555 $ | +749.393 $ | +102,5 % | 731.162 $ | +428.209 $ | +141,3 % | 302.953 $ | ||
| Balance Wealth Partners LLC | 2.156.855 $ | |||||||||||
| Berkeley Capital Partners, LLC | 291.846 $ | -1.835.830 $ | -86,3 % | 2.127.676 $ | ||||||||
| Rossby Financial, LCC | 2.118.862 $ | +402.320 $ | +23,4 % | 1.716.542 $ | -11.795 $ | -0,7 % | 1.728.337 $ | +31.995 $ | +1,9 % | |||
| Mariner, LLC | 2.118.076 $ | +1.168.603 $ | +123,1 % | 949.473 $ | ||||||||
| KENNEDY INVESTMENT GROUP, INC. | 2.060.778 $ | |||||||||||
| Clear Creek Financial Management, LLC | 2.049.475 $ | +891.031 $ | +76,9 % | 1.158.444 $ | +169.468 $ | +17,1 % | 988.976 $ | |||||
| BANK OF AMERICA CORP /DE/ | 2.029.304 $ | +1.594.353 $ | +366,6 % | 434.951 $ | -44.214 $ | -9,2 % | 479.165 $ | +32.345 $ | +7,2 % | |||
| Concurrent Investment Advisors, LLC | 2.027.700 $ | +151.382 $ | +8,1 % | 1.876.318 $ | +364.503 $ | +24,1 % | 1.511.815 $ | +1.120.520 $ | +286,4 % | 391.295 $ | ||
| Tolleson Wealth Management, Inc. | 1.957.810 $ | -28.023 $ | -1,4 % | 1.985.833 $ | +729.902 $ | +58,1 % | 1.255.931 $ | +5.779 $ | +0,5 % | |||
| Heck Capital Advisors, LLC | 1.878.756 $ | |||||||||||
| Johnson & White Wealth Management, LLC | 1.867.624 $ | +145.514 $ | +8,4 % | 1.722.110 $ | +1.078.802 $ | +167,7 % | 643.308 $ | |||||
| Per Stirling Capital Management, LLC. | 1.838.004 $ | |||||||||||
| Greenwich Wealth Management LLC | 1.826.000 $ | +434.000 $ | +31,2 % | 1.392.000 $ | ||||||||
| MORGAN STANLEY | 1.813.055 $ | +1.120.023 $ | +161,6 % | 693.032 $ | -71.323 $ | -9,3 % | 764.355 $ | +697.561 $ | +1.044,3 % | |||
| Harpswell Capital Advisors, LLC | 1.789.503 $ | |||||||||||
| MGO ONE SEVEN LLC | 1.781.713 $ | -1.187.937 $ | -40,0 % | |||||||||
| Balboa Wealth Partners | 945.783 $ | -540.908 $ | -36,4 % | 1.486.691 $ | -244.183 $ | -14,1 % | 1.730.874 $ | -36.120 $ | -2,0 % | 1.766.994 $ | +344.065 $ | +24,2 % |
| GOLDMAN SACHS GROUP INC | 1.250.178 $ | -464.190 $ | -27,1 % | 1.714.368 $ | -42.370 $ | -2,4 % | 1.756.738 $ | +220.355 $ | +14,3 % | |||
| GREENLEAF TRUST | 1.716.550 $ | +132.651 $ | +8,4 % | 1.583.899 $ | -162.475 $ | -9,3 % | 1.746.374 $ | -107.411 $ | -5,8 % | |||
| Aurora Private Wealth, Inc. | 1.711.000 $ | -16.000 $ | -0,9 % | 1.727.000 $ | +1.006.000 $ | +139,5 % | 721.000 $ | +33.000 $ | +4,8 % | 688.000 $ | ||
| Independent Wealth Network Inc. | 1.697.460 $ | +218.422 $ | +14,8 % | 1.479.038 $ | +204.771 $ | +16,1 % | 1.274.267 $ | -302.152 $ | -19,2 % | 1.576.419 $ | ||
| COMMERCE BANK | 1.670.381 $ | +235.690 $ | +16,4 % | 1.434.691 $ | ||||||||
| Rock Creek Group LLC | 1.654.330 $ | +110.202 $ | +7,1 % | 1.544.128 $ | -75.607 $ | -4,7 % | 1.619.735 $ | +33.498 $ | +2,1 % | |||
| Snowden Capital Advisors LLC | 1.647.992 $ | +548.738 $ | +49,9 % | 1.099.254 $ | +82.950 $ | +8,2 % | 1.016.304 $ | +586.710 $ | +136,6 % | |||
| Ankerstar Wealth, LLC | 1.623.566 $ | +687.584 $ | +73,5 % | 935.982 $ | ||||||||
| CIBC WORLD MARKET INC. | 1.567.527 $ | +299.532 $ | +23,6 % | 1.267.995 $ | ||||||||
| Focus Partners Wealth | 1.564.552 $ | +672.111 $ | +75,3 % | 892.441 $ | -43.624 $ | -4,7 % | 936.065 $ | +27.143 $ | +3,0 % | |||
| FINANCIAL MANAGEMENT NETWORK INC | 1.523.095 $ | +1.277.398 $ | +519,9 % | 245.697 $ | ||||||||
| Janney Montgomery Scott LLC | 1.501.000 $ | +1.166.000 $ | +348,1 % | 335.000 $ | ||||||||
| Skyline Advisors, Inc. | 1.490.477 $ | +416.683 $ | +38,8 % | 1.073.794 $ | +395.900 $ | +58,4 % | 677.894 $ | +72.264 $ | +11,9 % | |||
| FineMark National Bank & Trust | 1.461.655 $ | +14.490 $ | +1,0 % | |||||||||
| PRINCIPAL SECURITIES, INC. | 1.419.170 $ | +295.121 $ | +26,3 % | 1.124.049 $ | ||||||||
| Tidal Investments LLC | 1.406.933 $ | +313.700 $ | +28,7 % | 1.093.233 $ | +35.945 $ | +3,4 % | ||||||
| Strategic Blueprint, LLC | 1.371.958 $ | -27.329 $ | -2,0 % | 1.399.287 $ | +375.854 $ | +36,7 % | 1.023.433 $ | +73.091 $ | +7,7 % | 950.342 $ | +598.438 $ | +170,1 % |
| BLAIR WILLIAM & CO/IL | 1.398.005 $ | +274.523 $ | +24,4 % | 1.123.482 $ | +199.596 $ | +21,6 % | 923.886 $ | +28.486 $ | +3,2 % | |||
| PFG Investments, LLC | 1.372.475 $ | +328.910 $ | +31,5 % | 1.043.565 $ | +148.686 $ | +16,6 % | 894.879 $ | +551.245 $ | +160,4 % | |||
| Mutual Advisors, LLC | 1.360.589 $ | +1.130.130 $ | +490,4 % | 230.459 $ | ||||||||
| Wealthfront Advisers LLC | 1.359.967 $ | +219.464 $ | +19,2 % | 1.140.503 $ | -26.802 $ | -2,3 % | 1.167.305 $ | +59.117 $ | +5,3 % | |||
| CIBC Bancorp USA Inc. | 1.297.356 $ | +1.057.158 $ | +440,1 % | 240.198 $ | ||||||||
| Stratos Wealth Partners, LTD. | 1.286.901 $ | |||||||||||
| Wealthstar Advisors, LLC | 1.103.465 $ | -173.455 $ | -13,6 % | 1.276.920 $ | +712.476 $ | +126,2 % | 564.444 $ | +55.758 $ | +11,0 % | 508.686 $ | +40.866 $ | +8,7 % |
| Camarda Financial Advisors, LLC | 1.274.352 $ | +115.918 $ | +10,0 % | 1.158.434 $ | -34.910 $ | -2,9 % | 1.193.344 $ | -59.577 $ | -4,8 % | |||
| UPTICK PARTNERS, LLC | 1.270.240 $ | +973.685 $ | +328,3 % | 296.555 $ | ||||||||
| South Shore Capital Advisors | 1.200.632 $ | -53.997 $ | -4,3 % | 1.254.629 $ | +206.652 $ | +19,7 % | 1.047.977 $ | -32.406 $ | -3,0 % | 1.080.383 $ | ||
| Trek Financial, LLC | 1.143.231 $ | -66.007 $ | -5,5 % | 1.209.238 $ | +356.008 $ | +41,7 % | 853.230 $ | +320.259 $ | +60,1 % | |||
| MIRAE ASSET SECURITIES (USA) INC. | 770.105 $ | -298.911 $ | -28,0 % | 1.069.016 $ | -130.543 $ | -10,9 % | 1.199.559 $ | +159.198 $ | +15,3 % | |||
| WEDBUSH SECURITIES INC | 1.194.000 $ | +535.000 $ | +81,2 % | 659.000 $ | ||||||||
| Hibernia Wealth Partners, LLC | 632.773 $ | -484.211 $ | -43,3 % | 1.116.984 $ | -61.724 $ | -5,2 % | 1.178.708 $ | +532.634 $ | +82,4 % | |||
| D.A. DAVIDSON & CO. | 1.159.625 $ | +145.093 $ | +14,3 % | 1.014.532 $ | +166.679 $ | +19,7 % | 847.853 $ | +488.701 $ | +136,1 % | |||
| Riverwater Partners LLC | 1.139.200 $ | +10.782 $ | +1,0 % | 1.128.418 $ | +102.241 $ | +10,0 % | 1.026.177 $ | +14.844 $ | +1,5 % | |||
| STEPHENS INC /AR/ | 1.137.486 $ | |||||||||||
| Sankala Group LLC | 1.131.373 $ | +626.612 $ | +124,1 % | 504.761 $ | +26.254 $ | +5,5 % | 478.507 $ | |||||
| Financial Gravity Companies, Inc. | 1.130.676 $ | |||||||||||
| PKS Advisory Services, LLC | 1.130.511 $ | |||||||||||
| Steward Partners Investment Advisory, LLC | 551.568 $ | -570.028 $ | -50,8 % | 1.121.596 $ | +524.277 $ | +87,8 % | 597.319 $ | +221.029 $ | +58,7 % | |||
| National Philanthropic Trust | 1.120.717 $ | +570.145 $ | +103,6 % | 550.572 $ | +54.388 $ | +11,0 % | 496.184 $ | |||||
| Institute for Wealth Management, LLC. | 1.111.192 $ | +397.939 $ | +55,8 % | 713.253 $ | +426.479 $ | +148,7 % | 286.774 $ | |||||
| LVW Advisors, LLC | 890.517 $ | -177.331 $ | -16,6 % | 1.067.848 $ | +114.357 $ | +12,0 % | 953.491 $ | +43.575 $ | +4,8 % | 909.916 $ | ||
| ELEVATUS WELATH MANAGEMENT | 980.492 $ | -28.899 $ | -2,9 % | 1.009.391 $ | +9.855 $ | +1,0 % | 999.536 $ | -49.709 $ | -4,7 % | 1.049.245 $ | +193.790 $ | +22,7 % |
| Glassman Wealth Services | 1.030.917 $ | +66.935 $ | +6,9 % | 963.982 $ | -17.332 $ | -1,8 % | 981.314 $ | +953.180 $ | +3.388,0 % | |||
| Vienna Asset Management LLC | 1.025.910 $ | |||||||||||
| Naviter Wealth, LLC | 1.025.791 $ | +677.195 $ | +194,3 % | 348.596 $ | -342.350 $ | -49,5 % | 690.946 $ | +130.475 $ | +23,3 % | |||
| BEARING POINT CAPITAL, LLC | 1.017.888 $ | |||||||||||
| WCG Wealth Advisors LLC | 1.013.909 $ | |||||||||||
| Sanctuary Advisors, LLC | 990.056 $ | |||||||||||
| OSAIC HOLDINGS, INC. | 981.431 $ | +621.048 $ | +172,3 % | 360.383 $ | -173.610 $ | -32,5 % | 533.993 $ | +1.157 $ | +0,2 % | |||
| RFG Advisory, LLC | 963.623 $ | +276.016 $ | +40,1 % | 687.607 $ | -207.294 $ | -23,2 % | 894.901 $ | +588.663 $ | +192,2 % | |||
| SIMPLEX TRADING, LLC | 957.964 $ | +813.555 $ | +563,4 % | 144.409 $ | +65.227 $ | +82,4 % | 79.182 $ | +69.182 $ | +691,8 % | |||
| TUCKER ASSET MANAGEMENT LLC | 956.592 $ | +246.532 $ | +34,7 % | 710.060 $ | +636.314 $ | +862,8 % | 73.746 $ | |||||
| Hennion & Walsh Asset Management, Inc. | 947.778 $ | +116.091 $ | +14,0 % | 831.687 $ | +328.878 $ | +65,4 % | 502.809 $ | |||||
| TIAA TRUST, NATIONAL ASSOCIATION | 940.705 $ | -779 $ | -0,1 % | |||||||||
| RPS ADVISORY SOLUTIONS LLC | 904.630 $ | +5.630 $ | +0,6 % | 899.000 $ | -36.951 $ | -3,9 % | 935.951 $ | +12.935 $ | +1,4 % | |||
| WILLNER & HELLER, LLC | 933.377 $ | +664.650 $ | +247,3 % | 268.727 $ | ||||||||
| Haverford Trust Co | 931.513 $ | +131.417 $ | +16,4 % | 800.096 $ | -13.207 $ | -1,6 % | 813.303 $ | -34.712 $ | -4,1 % | |||
| Millennium Capital Advisors, LLC | 929.207 $ | +17.093 $ | +1,9 % | 912.114 $ | +167.195 $ | +22,4 % | 744.919 $ | +31.381 $ | +4,4 % | 713.538 $ | ||
| Ameritas Investment Partners, Inc. | 585.200 $ | +133.926 $ | +29,7 % | 451.274 $ | -475.986 $ | -51,3 % | 927.260 $ | +59.845 $ | +6,9 % | |||
| Centric Wealth Management | 775.763 $ | +0 $ | +0,0 % | 775.763 $ | -124.787 $ | -13,9 % | 900.550 $ | +6.561 $ | +0,7 % | |||
| Venture Visionary Partners LLC | 719.720 $ | -162.801 $ | -18,4 % | 882.521 $ | +586.052 $ | +197,7 % | 296.469 $ | |||||
| Financial Gravity Asset Management, Inc. | 854.201 $ | |||||||||||
| TRUE BLUE FINANCIAL, LLC | 844.988 $ | +53.710 $ | +6,8 % | 791.278 $ | -37.591 $ | -4,5 % | 828.869 $ | |||||
| Howard Capital Management, LLC | 839.365 $ | |||||||||||
| CAPTRUST FINANCIAL ADVISORS | 799.914 $ | +27.043 $ | +3,5 % | 772.871 $ | -64.618 $ | -7,7 % | 837.489 $ | -12.918 $ | -1,5 % | |||
| TrueWealth Financial Partners | 825.610 $ | |||||||||||
| Cresset Asset Management, LLC | 822.795 $ | +84.587 $ | +11,5 % | 738.208 $ | ||||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 787.114 $ | +518.299 $ | +192,8 % | 268.815 $ | -3.671 $ | -1,3 % | 272.486 $ | |||||
| CoreCap Advisors, LLC | 677.935 $ | -109.052 $ | -13,9 % | 786.987 $ | +21.627 $ | +2,8 % | 765.360 $ | |||||
| Parallel Advisors, LLC | 786.786 $ | +289.087 $ | +58,1 % | 497.699 $ | +453.882 $ | +1.035,9 % | 43.817 $ | -29.265 $ | -40,0 % | |||
| D. E. Shaw & Co., Inc. | 786.729 $ | |||||||||||
| Elequin Capital, LP | 777.933 $ | |||||||||||
| Onyx Bridge Wealth Group LLC | 762.407 $ | +12.471 $ | +1,7 % | 749.936 $ | +58.094 $ | +8,4 % | 691.842 $ | +97.990 $ | +16,5 % | 593.852 $ | +36.949 $ | +6,6 % |
| INSIGNEO ADVISORY SERVICES, LLC | 754.246 $ | +281.557 $ | +59,6 % | 472.689 $ | ||||||||
| Triumph Capital Management | 738.982 $ | +75.486 $ | +11,4 % | 663.496 $ | +283.605 $ | +74,7 % | 379.891 $ | |||||
| Creative Planning | 735.426 $ | +342.550 $ | +87,2 % | 392.876 $ | -29.302 $ | -6,9 % | 422.178 $ | |||||
| Tactive Advisors, LLC | 720.056 $ | |||||||||||
| Integrated Advisors Network LLC | 571.634 $ | -142.823 $ | -20,0 % | 714.457 $ | +179.107 $ | +33,5 % | 535.350 $ | +105.994 $ | +24,7 % | 429.356 $ | ||
| TCM Advisors, LLC | 499.731 $ | -212.970 $ | -29,9 % | 712.701 $ | +90.044 $ | +14,5 % | ||||||
| Wealthcare Advisory Partners LLC | 650.288 $ | -52.752 $ | -7,5 % | 703.040 $ | +450.323 $ | +178,2 % | 252.717 $ | |||||
| WealthShield Partners, LLC | 640.716 $ | -56.027 $ | -8,0 % | 696.743 $ | ||||||||
| UBS Group AG | 696.247 $ | +430.511 $ | +162,0 % | 265.736 $ | +135.384 $ | +103,9 % | 130.352 $ | -255.759 $ | -66,2 % | |||
| Summit Financial, LLC | 693.741 $ | |||||||||||
| NewEdge Wealth, LLC | 691.546 $ | |||||||||||
| DAYMARK WEALTH PARTNERS, LLC | 685.968 $ | +487.748 $ | +246,1 % | 198.220 $ | ||||||||
| SAX WEALTH ADVISORS, LLC | 683.352 $ | |||||||||||
| Advisory Services Network, LLC | 673.127 $ | +499.430 $ | +287,5 % | 173.697 $ | +170.076 $ | +4.696,9 % | ||||||
| Arkadios Wealth Advisors | 274.668 $ | -370.344 $ | -57,4 % | 645.012 $ | ||||||||
| Atria Investments, Inc | 639.006 $ | +299.966 $ | +88,5 % | 339.040 $ | +10.222 $ | +3,1 % | 328.818 $ | +26.620 $ | +8,8 % | 302.198 $ | -2.444.883 $ | -89,0 % |
| Betterment LLC | 531.000 $ | -101.000 $ | -16,0 % | 632.000 $ | -64.000 $ | -9,2 % | ||||||
| New England Private Wealth Advisors LLC | 625.959 $ | +102.696 $ | +19,6 % | 523.263 $ | ||||||||
| Paladin Wealth, LLC | 615.256 $ | |||||||||||
| Vontobel Holding Ltd. | 537.869 $ | -76.406 $ | -12,4 % | 614.275 $ | +302.500 $ | +97,0 % | 311.775 $ | |||||
| TRUIST FINANCIAL CORP | 606.215 $ | |||||||||||
| E&G Advisors, LLC | 597.279 $ | +6.521 $ | +1,1 % | 590.758 $ | +240.743 $ | +68,8 % | 350.015 $ | +133.862 $ | +61,9 % | 216.153 $ | ||
| Meridian Wealth Management, LLC | 590.884 $ | +203.319 $ | +52,5 % | 387.565 $ | ||||||||
| 4WEALTH ADVISORS, INC. | 590.026 $ | |||||||||||
| Corient Private Wealth LP | 578.302 $ | +577.969 $ | +173.564,3 % | 333 $ | ||||||||
| SteelPeak Wealth, LLC | 200.479 $ | -377.554 $ | -65,3 % | 578.033 $ | ||||||||
| BECK CAPITAL MANAGEMENT, LLC | 577.463 $ | +287.697 $ | +99,3 % | 289.766 $ | +60.705 $ | +26,5 % | ||||||
| Grange Capital, LLC | 575.568 $ | -616 $ | -0,1 % | 576.184 $ | ||||||||
| Sunrise Financial Services, LLC | 343.816 $ | +12.780 $ | +3,9 % | 331.036 $ | +43.226 $ | +15,0 % | 287.810 $ | -285.273 $ | -49,8 % | 573.083 $ | ||
| World Investment Advisors | 551.452 $ | +0 $ | +0,0 % | 551.452 $ | ||||||||
| Simplicity Wealth,LLC | 548.221 $ | +329.957 $ | +151,2 % | 218.264 $ | ||||||||
| Seven Springs Wealth Group, LLC | 538.391 $ | |||||||||||
| Mason & Associates Inc | 530.619 $ | +297.103 $ | +127,2 % | 233.516 $ | ||||||||
| Sincerus Advisory, LLC | 522.367 $ | -1.543 $ | -0,3 % | 523.910 $ | +117.148 $ | +28,8 % | 406.762 $ | +31.660 $ | +8,4 % | 375.102 $ | +11.451 $ | +3,1 % |
| DAVENPORT & Co LLC | 510.919 $ | |||||||||||
| ETF Store, Inc. | 510.837 $ | |||||||||||
| HUB Investment Partners, LLC | 505.256 $ | |||||||||||
| Cetera Investment Advisers | 479.646 $ | +261.937 $ | +120,3 % | 217.709 $ | -10.553 $ | -4,6 % | 228.262 $ | +5.954 $ | +2,7 % | |||
| MAINSAIL ASSET MANAGEMENT, LLC | 471.155 $ | |||||||||||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 466.168 $ | |||||||||||
| Sylvest Advisors, LLC | 459.138 $ | |||||||||||
| Riggs Asset Managment Co. Inc. | 443.681 $ | +109.072 $ | +32,6 % | 334.609 $ | -11.491 $ | -3,3 % | 346.100 $ | |||||
| Prospera Financial Services Inc | 439.491 $ | +145.458 $ | +49,5 % | 294.033 $ | ||||||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 424.960 $ | |||||||||||
| DEBUSSY CAPITAL MANAGEMENT LP | 417.417 $ | |||||||||||
| Privatperson | 413.813 $ | +158.161 $ | +61,9 % | 255.652 $ | +202.636 $ | +382,2 % | 53.016 $ | |||||
| LexAurum Advisors, LLC | 284.479 $ | -95.253 $ | -25,1 % | 379.732 $ | -24.255 $ | -6,0 % | 403.987 $ | |||||
| Ausdal Financial Partners, Inc. | 399.571 $ | +154.823 $ | +63,3 % | 244.748 $ | ||||||||
| INTEGRITY ALLIANCE, LLC. | 398.193 $ | +120.234 $ | +43,3 % | 277.959 $ | -11.668 $ | -4,0 % | 289.627 $ | -5.147 $ | -1,7 % | |||
| KINTRA WEALTH, LLC | 246.870 $ | -148.216 $ | -37,5 % | 395.086 $ | ||||||||
| STRATEGY ASSET MANAGERS LLC | 335.716 $ | -59.013 $ | -15,0 % | 394.729 $ | ||||||||
| Investor's Fiduciary Advisor Network, LLC | 364.000 $ | -13.000 $ | -3,4 % | 377.000 $ | +31.000 $ | +9,0 % | ||||||
| Oxinas Partners, LLC | 375.364 $ | +170.005 $ | +82,8 % | 205.359 $ | ||||||||
| OLD NATIONAL BANCORP /IN/ | 367.284 $ | +1.011 $ | +0,3 % | 366.273 $ | +74.958 $ | +25,7 % | 291.315 $ | -5.487 $ | -1,8 % | 296.802 $ | +9.551 $ | +3,3 % |
| Slagle Financial, LLC | 365.297 $ | |||||||||||
| TFR Capital, LLC. | 365.127 $ | |||||||||||
| Brown Financial Advisors | 364.103 $ | |||||||||||
| First Affirmative Financial Network | 357.963 $ | -3.929 $ | -1,1 % | 361.892 $ | +20.085 $ | +5,9 % | ||||||
| Choate Investment Advisors | 279.955 $ | -20.269 $ | -6,8 % | 300.224 $ | -54.091 $ | -15,3 % | 354.315 $ | +14.495 $ | +4,3 % | |||
| HARBOUR INVESTMENTS, INC. | 347.559 $ | +115.793 $ | +50,0 % | 231.766 $ | +87.167 $ | +60,3 % | 144.599 $ | +40.001 $ | +38,2 % | |||
| Signature Equity Partners, LLC | 339.363 $ | |||||||||||
| Focus Advisor Solutions, LLC | 334.927 $ | |||||||||||
| FIDUCIARY FINANCIAL ADVISORS | 317.780 $ | |||||||||||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 313.388 $ | |||||||||||
| Third View Private Wealth, LLC | 311.808 $ | |||||||||||
| Savvy Advisors, Inc. | 308.364 $ | +99.906 $ | +47,9 % | 208.458 $ | ||||||||
| Post Resch Tallon Group Inc. | 286.043 $ | -20.072 $ | -6,6 % | 306.115 $ | ||||||||
| PANORAMIC INVESTMENT ADVISORS, LLC | 305.950 $ | |||||||||||
| Lionshead Wealth Management, LLC | 293.582 $ | -11.730 $ | -3,8 % | 305.312 $ | -64.480 $ | -17,4 % | ||||||
| Westwood Wealth Management | 305.312 $ | |||||||||||
| HRT FINANCIAL LP | 304.000 $ | |||||||||||
| BROWN BROTHERS HARRIMAN & CO | 1.244 $ | -302.445 $ | -99,6 % | 303.689 $ | ||||||||
| Kovack Advisors, Inc. | 303.440 $ | |||||||||||
| Fulcrum Equity Management | 302.233 $ | |||||||||||
| IMA Advisory Services, Inc. | 301.093 $ | +61.079 $ | +25,4 % | 240.014 $ | -4.533 $ | -1,9 % | 244.547 $ | +8.414 $ | +3,6 % | |||
| Ignite Planners, LLC | 300.300 $ | |||||||||||
| VERUS CAPITAL PARTNERS, LLC | 296.996 $ | +1.887 $ | +0,6 % | |||||||||
| Capital Investment Advisory Services, LLC | 287.173 $ | |||||||||||
| WealthCare Investment Partners, LLC | 281.864 $ | +70.939 $ | +33,6 % | 210.925 $ | ||||||||
| Chesapeake Wealth Management | 275.556 $ | +56.393 $ | +25,7 % | 219.163 $ | -4.128 $ | -1,8 % | 223.291 $ | +7.185 $ | +3,3 % | |||
| Diversify Advisory Services, LLC | 235.625 $ | -14.864 $ | -5,9 % | 250.489 $ | -14.788 $ | -5,6 % | 265.277 $ | -8.418 $ | -3,1 % | 273.695 $ | +435 $ | +0,2 % |
| Aspirean Wealth, LLC | 269.834 $ | |||||||||||
| ZACKS INVESTMENT MANAGEMENT | 268.220 $ | |||||||||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 235.625 $ | -14.864 $ | -5,9 % | 250.489 $ | -14.788 $ | -5,6 % | 265.277 $ | |||||
| CIBC Private Wealth Group LLC | 264.120 $ | +16.559 $ | +6,7 % | |||||||||
| XTX Topco Ltd | 264.034 $ | |||||||||||
| Vise Technologies, Inc. | 258.306 $ | |||||||||||
| GWN SECURITIES INC. | 252.840 $ | +10.118 $ | +4,2 % | 242.722 $ | ||||||||
| Equita Financial Network, Inc. | 252.056 $ | +694 $ | +0,3 % | 251.362 $ | +43.414 $ | +20,9 % | 207.948 $ | -3.917 $ | -1,8 % | 211.865 $ | -26.132 $ | -11,0 % |
| SAGESPRING WEALTH PARTNERS, LLC | 250.374 $ | |||||||||||
| Trademark Financial Management, LLC | 249.532 $ | |||||||||||
| Capital CS Group, LLC | 248.940 $ | +32.700 $ | +15,1 % | 216.240 $ | -8.640 $ | -3,8 % | 224.880 $ | |||||
| Perigon Wealth Management, LLC | 214.596 $ | -30.500 $ | -12,4 % | 245.096 $ | ||||||||
| Ethic Inc. | 222.971 $ | -16.564 $ | -6,9 % | 239.535 $ | +7.393 $ | +3,2 % | ||||||
| Round Rock Advisors LLC | 236.565 $ | |||||||||||
| Whitaker-Myers Wealth Managers, LTD. | 236.168 $ | +5.964 $ | +2,6 % | 230.204 $ | ||||||||
| Kellett Wealth Advisors, LLC | 231.632 $ | -3.218 $ | -1,4 % | |||||||||
| Baldwin Investment Management, LLC | 230.337 $ | |||||||||||
| Convergence Financial, LLC | 227.052 $ | |||||||||||
| RWA WEALTH PARTNERS, LLC | 226.997 $ | +910 $ | +0,4 % | |||||||||
| Castle Rock Wealth Management, LLC | 222.129 $ | +14.535 $ | +7,0 % | 207.594 $ | ||||||||
| Synergy Asset Management, LLC | 218.171 $ | +46.097 $ | +26,8 % | 172.074 $ | ||||||||
| Marex Group Ltd | 210.677 $ | +4.798 $ | +2,3 % | 205.879 $ | -261 $ | -0,1 % | 206.140 $ | |||||
| Fusion Capital, LLC | 209.121 $ | |||||||||||
| Benchmark Financial Wealth Advisors, LLC | 206.233 $ | |||||||||||
| Crown Wealth Group, LLC | 203.335 $ | |||||||||||
| Significant Wealth Partners LLC | 194.229 $ | +4.334 $ | +2,3 % | 189.895 $ | ||||||||
| Compton Financial Group, LLC | 190.142 $ | -539 $ | -0,3 % | 190.681 $ | ||||||||
| Truvestments Capital LLC | 188.640 $ | |||||||||||
| TWO SIGMA SECURITIES, LLC | 187.645 $ | |||||||||||
| Prime Capital Investment Advisors, LLC | 183.222 $ | |||||||||||
| OneAscent Family Office, LLC | 181.037 $ | |||||||||||
| GROUP ONE TRADING LLC | 175.141 $ | |||||||||||
| Brookstone Capital Management | 174.017 $ | |||||||||||
| Cassaday & Co Wealth Management LLC | 170.788 $ | +43.990 $ | +34,7 % | 126.798 $ | ||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 170.620 $ | +86.800 $ | +103,6 % | 83.820 $ | -67.260 $ | -44,5 % | 151.080 $ | |||||
| CWM, LLC | 158.405 $ | -5.595 $ | -3,4 % | 164.000 $ | +37.000 $ | +29,1 % | ||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 159.942 $ | +77.035 $ | +92,9 % | 82.907 $ | +436 $ | +0,5 % | 82.471 $ | -92.317 $ | -52,8 % | |||
| FIFTH THIRD BANCORP | 158.350 $ | +3.590 $ | +2,3 % | 154.760 $ | +148.994 $ | +2.584,0 % | 5.766 $ | +4.930 $ | +589,7 % | |||
| COMERICA BANK | 150.363 $ | -13 $ | -0,0 % | |||||||||
| Bradley & Co. Private Wealth Management, LLC | 141.061 $ | +28.868 $ | +25,7 % | 112.193 $ | -2.113 $ | -1,8 % | 114.306 $ | +3.678 $ | +3,3 % | |||
| SWAN Capital LLC | 129.531 $ | +80.285 $ | +163,0 % | 49.246 $ | ||||||||
| Root Financial Partners, LLC | 128.046 $ | +10.565 $ | +9,0 % | 117.481 $ | +14.008 $ | +13,5 % | 103.473 $ | +3.259 $ | +3,3 % | |||
| Private Wealth Asset Management, LLC | 127.802 $ | +18.655 $ | +17,1 % | 109.147 $ | ||||||||
| FMR LLC | 115.785 $ | +23.717 $ | +25,8 % | 92.068 $ | -1.780 $ | -1,9 % | 93.848 $ | +2.977 $ | +3,3 % | |||
| ARMSTRONG ADVISORY GROUP, INC | 115.592 $ | |||||||||||
| Allworth Financial LP | 112.153 $ | +83.623 $ | +293,1 % | 28.530 $ | +6.278 $ | +28,2 % | 22.252 $ | +1.751 $ | +8,5 % | |||
| SRH ADVISORS, LLC | 107.111 $ | -1.675 $ | -1,5 % | 108.786 $ | +6.398 $ | +6,2 % | 102.388 $ | -144 $ | -0,1 % | 102.532 $ | +1.025 $ | +1,0 % |
| Ascentis Independent Advisors | 107.986 $ | |||||||||||
| FLAGSHIP HARBOR ADVISORS, LLC | 100.358 $ | |||||||||||
| First Pacific Financial | 93.236 $ | -5.698 $ | -5,8 % | 98.934 $ | ||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 55 $ | -95.090 $ | -99,9 % | 95.145 $ | +93.010 $ | +4.356,4 % | ||||||
| Orion Capital Management LLC | 85.310 $ | |||||||||||
| FIRST HORIZON CORP | 58.735 $ | +12.020 $ | +25,7 % | 46.715 $ | -38.452 $ | -45,1 % | 85.167 $ | -118.493 $ | -58,2 % | |||
| GHP Investment Advisors, Inc. | 67.337 $ | -3.767 $ | -5,3 % | 71.104 $ | +22.759 $ | +47,1 % | 48.345 $ | +15.744 $ | +48,3 % | 32.601 $ | +828 $ | +2,6 % |
| NATIONAL BANK OF CANADA /FI/ | 67.749 $ | +47.050 $ | +227,3 % | 20.699 $ | +2.060 $ | +11,1 % | 18.639 $ | |||||
| First PREMIER Bank | 52.000 $ | -3.000 $ | -5,5 % | 55.000 $ | +1.000 $ | +1,9 % | 54.000 $ | -2.000 $ | -3,6 % | 56.000 $ | -2.000 $ | -3,4 % |
| Westend Capital Management, LLC | 53.236 $ | |||||||||||
| Osbon Capital Management LLC | 50.512 $ | +25.697 $ | +103,6 % | 24.815 $ | +2.451 $ | +11,0 % | 22.364 $ | |||||
| NFSG Corp | 48.297 $ | |||||||||||
| EverSource Wealth Advisors, LLC | 47.541 $ | |||||||||||
| Holos Integrated Wealth LLC | 44.565 $ | +3.813 $ | +9,4 % | 40.752 $ | ||||||||
| HOLLENCREST CAPITAL MANAGEMENT | 41.562 $ | +16.306 $ | +64,6 % | 25.256 $ | -34 $ | -0,1 % | 25.290 $ | |||||
| Global Retirement Partners, LLC | 40.872 $ | +37.188 $ | +1.009,4 % | 3.684 $ | +710 $ | +23,9 % | ||||||
| Versant Capital Management, Inc | 37.948 $ | -2.578 $ | -6,4 % | 40.526 $ | ||||||||
| Hamrick Investment Counsel, llc | 38.439 $ | |||||||||||
| US BANCORP \DE\ | 36.880 $ | +840 $ | +2,3 % | 36.040 $ | -1.440 $ | -3,8 % | 37.480 $ | -77.117 $ | -67,3 % | |||
| Quantum Portfolio Management LLC | 37.433 $ | |||||||||||
| PIN OAK INVESTMENT ADVISORS INC | 37.000 $ | +32.666 $ | +753,7 % | |||||||||
| Spire Wealth Management | 34.124 $ | +17.360 $ | +103,6 % | 16.764 $ | +1.656 $ | +11,0 % | 15.108 $ | +1.057 $ | +7,5 % | |||
| Abound Wealth Management | 32.345 $ | +4.723 $ | +17,1 % | 27.622 $ | -907 $ | -3,2 % | 28.529 $ | +764 $ | +2,8 % | |||
| Physician Wealth Advisors, Inc. | 31.262 $ | -201 $ | -0,6 % | 31.463 $ | +110 $ | +0,4 % | ||||||
| SageView Advisory Group, LLC | 30.896 $ | |||||||||||
| Robinswood Financial LLC | 30.285 $ | |||||||||||
| Smartleaf Asset Management LLC | 29.330 $ | +84 $ | +0,3 % | 29.246 $ | ||||||||
| MAI Capital Management | 25.648 $ | -3.297 $ | -11,4 % | 28.945 $ | -9.689 $ | -25,1 % | ||||||
| Tower Research Capital LLC (TRC) | 28.069 $ | +27.444 $ | +4.391,0 % | 625 $ | -1.317 $ | -67,8 % | 1.942 $ | |||||
| Redwood Park Advisors LLC | 25.472 $ | +5.210 $ | +25,7 % | 20.262 $ | -7.768 $ | -27,7 % | 28.030 $ | +27.485 $ | +5.043,1 % | |||
| SOA Wealth Advisors, LLC. | 27.353 $ | +11.021 $ | +67,5 % | 16.332 $ | +3.429 $ | +26,6 % | 12.903 $ | |||||
| NBT BANK, N.A. | 25.865 $ | +1.723 $ | +7,1 % | 24.142 $ | -1.183 $ | -4,7 % | 25.325 $ | +524 $ | +2,1 % | |||
| Midway Capital Research & Management | 24.928 $ | +4.900 $ | +24,5 % | 20.028 $ | ||||||||
| Atlantic Edge Private Wealth Management, LLC | 22.737 $ | -1.235 $ | -5,2 % | 23.972 $ | +546 $ | +2,3 % | 23.426 $ | -936 $ | -3,8 % | 24.362 $ | -676 $ | -2,7 % |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 24.022 $ | +66 $ | +0,3 % | 23.956 $ | +4.902 $ | +25,7 % | 19.054 $ | -358 $ | -1,8 % | 19.412 $ | +624 $ | +3,3 % |
| BALLAST ADVISORS LLC | 22.705 $ | |||||||||||
| Murphy & Mullick Capital Management Corp | 21.668 $ | +1.444 $ | +7,1 % | 20.224 $ | -991 $ | -4,7 % | 21.215 $ | +439 $ | +2,1 % | |||
| Lodestone Wealth Management LLC | 18.823 $ | -1.435 $ | -7,1 % | 20.258 $ | +775 $ | +4,0 % | 19.483 $ | +121 $ | +0,6 % | 19.362 $ | ||
| Regatta Research & Money Management | 16.551 $ | |||||||||||
| Asset Dedication, LLC | 16.394 $ | +1.132 $ | +7,4 % | 15.262 $ | -697 $ | -4,4 % | 15.959 $ | +336 $ | +2,2 % | |||
| LANARK FINANCIAL, INC. | 15.611 $ | |||||||||||
| Kingdom Financial Group LLC. | 13.386 $ | |||||||||||
| Creative Capital Management Investments LLC | 12.721 $ | |||||||||||
| Archer Investment Corp | 10.600 $ | +5.653 $ | +114,3 % | 4.947 $ | -242 $ | -4,7 % | 5.189 $ | +107 $ | +2,1 % | |||
| MCGUIRE CAPITAL ADVISORS INC | 10.578 $ | |||||||||||
| AdvisorNet Financial, Inc | 9.558 $ | |||||||||||
| REAP Financial Group, LLC | 9.154 $ | |||||||||||
| VANGUARD ADVISERS INC | 3.594 $ | -5.261 $ | -59,4 % | 8.855 $ | ||||||||
| Stephens Consulting, LLC | 8.304 $ | +172 $ | +2,1 % | |||||||||
| Tower View Wealth Management LLC | 7.662 $ | |||||||||||
| WHITTIER TRUST CO | 3.317 $ | -2.873 $ | -46,4 % | 6.190 $ | -346 $ | -5,3 % | 6.536 $ | +207 $ | +3,3 % | |||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 5.966 $ | +24 $ | +0,4 % | 5.942 $ | +249 $ | +4,4 % | 5.693 $ | -85 $ | -1,5 % | |||
| NEW ENGLAND ASSET MANAGEMENT INC | 5.183 $ | -55 $ | -1,1 % | 5.238 $ | +21 $ | +0,4 % | ||||||
| Byrne Asset Management LLC | 5.204 $ | +36 $ | +0,7 % | 5.168 $ | +1.057 $ | +25,7 % | 4.111 $ | -77 $ | -1,8 % | 4.188 $ | +135 $ | +3,3 % |
| Smithfield Trust Co | 5.000 $ | +2.000 $ | +66,7 % | 3.000 $ | +0 $ | +0,0 % | 3.000 $ | +0 $ | +0,0 % | |||
| Imprint Wealth LLC | 4.489 $ | +527 $ | +13,3 % | 3.962 $ | -219 $ | -5,2 % | 4.181 $ | -4.986 $ | -54,4 % | |||
| WOLFF WIESE MAGANA LLC | 4.441 $ | +743 $ | +20,1 % | 3.698 $ | ||||||||
| MB, LEVIS & ASSOCIATES, LLC | 2.340 $ | -759 $ | -24,5 % | 3.099 $ | ||||||||
| Cornerstone Planning Group LLC | 2.763 $ | |||||||||||
| Russell Investments Group, Ltd. | 2.660 $ | |||||||||||
| ASSETMARK, INC | 2.615 $ | |||||||||||
| EVOLUTION WEALTH MANAGEMENT INC. | 2.544 $ | +169 $ | +7,1 % | 2.375 $ | ||||||||
| ADIRONDACK TRUST CO | 2.401 $ | |||||||||||
| JONES FINANCIAL COMPANIES LLLP | 1.688 $ | |||||||||||
| BNP PARIBAS FINANCIAL MARKETS | 738 $ | +714 $ | +2.975,0 % | 24 $ | ||||||||
| Godfrey Financial Associates, Inc. | 608 $ | +124 $ | +25,6 % | 484 $ | -9 $ | -1,8 % | 493 $ | |||||
| Blue Trust, Inc. | 607 $ | |||||||||||
| Financial Life Planners | 441 $ | +90 $ | +25,6 % | 351 $ | +6 $ | +1,7 % | ||||||
| Atomic Invest LLC | 305 $ | |||||||||||
| PITTENGER & ANDERSON INC | 202 $ | +5 $ | +2,5 % | 197 $ | ||||||||
| Activest Wealth Management | 16 $ | +0 $ | +0,0 % | 16 $ | +0 $ | +0,0 % | ||||||
| Total | 257.313.909 $ | -71.775.828 $ | +5,1 % | 3.680.013.794 $ | +736.025.164 $ | +911,2 % | 2.769.625.985 $ | +203.478.933 $ | +145,2 % | 2.524.063.602 $ | -71.355.431 $ | +684,6 % |
Not investment advice, no individual recommendation.
The figures shown here are an aggregated evaluation of publicly available
regulatory filings and public registers and do not constitute an assessment or
recommendation regarding individual securities, funds, or issuers.
Conflicts of interest: The operator may receive affiliate compensation via linked providers (e.g. brokers) and may hold positions in the securities discussed. Methodology: Calculation basis.
Conflicts of interest: The operator may receive affiliate compensation via linked providers (e.g. brokers) and may hold positions in the securities discussed. Methodology: Calculation basis.
Not investment advice, no individual recommendation.
Aggregated evaluation of public regulatory filings, no assessment of individual
securities. The operator may receive affiliate compensation via linked providers
and may hold positions.
Legal notices.