| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 875.943.574 $ | -49.638.197 $ | +27,9 % | 1.988.473.152 $ | +358.365.996 $ | +549.089,5 % | 1.642.567.207 $ | +162.685.844 $ | +51,7 % | 1.481.422.087 $ | +121.093.602 $ | +457,4 % |
| LPL Financial LLC | 255.920.216 $ | +22.938.455 $ | +9,8 % | 232.981.761 $ | +69.641.212 $ | +42,6 % | 163.340.549 $ | +5.760.690 $ | +3,7 % | 157.579.859 $ | +24.571.250 $ | +18,5 % |
| BANK OF AMERICA CORP /DE/ | 237.691.494 $ | +28.053.569 $ | +13,4 % | 209.637.925 $ | -5.967.565 $ | -2,8 % | 215.605.490 $ | +74.369.321 $ | +52,7 % | |||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 74.389.343 $ | -131.141.940 $ | -63,8 % | 205.531.283 $ | +21.149.584 $ | +11,5 % | 184.381.699 $ | -16.707.033 $ | -8,3 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 189.616.612 $ | +166.128.573 $ | +707,3 % | 23.488.039 $ | +5.325.300 $ | +29,3 % | 18.162.739 $ | -650.310 $ | -3,5 % | |||
| Americana Partners, LLC | 140.664.588 $ | +6.730.221 $ | +5,0 % | 133.934.367 $ | +45.919.802 $ | +52,2 % | 88.014.565 $ | +78.419.059 $ | +817,2 % | 9.595.506 $ | ||
| Kingsview Wealth Management, LLC | 92.781.024 $ | +16.027.810 $ | +20,9 % | 76.753.214 $ | +7.209.571 $ | +10,4 % | 69.543.643 $ | +6.116.246 $ | +9,6 % | |||
| Cambridge Investment Research Advisors, Inc. | 37.185.000 $ | -34.347.000 $ | -48,0 % | 71.532.000 $ | +40.521.000 $ | +130,7 % | 31.011.000 $ | +25.220.000 $ | +435,5 % | 5.791.000 $ | +2.046.000 $ | +54,6 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 61.432.970 $ | +63.920 $ | +0,1 % | 61.369.050 $ | +5.819.353 $ | +10,5 % | 55.549.697 $ | -15.706.568 $ | -22,0 % | 71.256.265 $ | +6.081.265 $ | +9,3 % |
| Wealth Enhancement Trust Services, Inc. | 40.859 $ | -64.058.791 $ | -99,9 % | 64.099.650 $ | +3.643.669 $ | +6,0 % | 60.455.981 $ | -1.550.694 $ | -2,5 % | 62.006.675 $ | ||
| Chicago Partners Investment Group LLC | 39.261.080 $ | -2.934.034 $ | -7,0 % | 42.195.114 $ | -4.550.463 $ | -9,7 % | 46.745.577 $ | -3.420.286 $ | -6,8 % | 50.165.863 $ | -738.021 $ | -1,4 % |
| Drake & Associates, LLC | 33.903.497 $ | +2.585.206 $ | +8,3 % | 31.318.291 $ | +2.207.462 $ | +7,6 % | ||||||
| Brookstone Capital Management | 31.426.510 $ | +7.102.321 $ | +29,2 % | 24.324.189 $ | +10.028.457 $ | +70,2 % | 14.295.732 $ | +3.827.540 $ | +36,6 % | 10.468.192 $ | +6.505.102 $ | +164,1 % |
| Liberty Atlantic Advisors LLC | 29.323.927 $ | +2.977.726 $ | +11,3 % | 26.346.201 $ | +3.738.102 $ | +16,5 % | 22.608.099 $ | +2.124.790 $ | +10,4 % | 20.483.309 $ | ||
| ATTICUS WEALTH MANAGEMENT, LLC | 28.306.008 $ | +3.433.093 $ | +13,8 % | 24.872.915 $ | +24.231.533 $ | +3.778,0 % | 641.382 $ | +249.191 $ | +63,5 % | 392.191 $ | ||
| OSAIC HOLDINGS, INC. | 27.123.183 $ | +9.990.137 $ | +58,3 % | 17.133.046 $ | -1.190.799 $ | -6,5 % | 18.323.845 $ | -1.920.622 $ | -9,5 % | |||
| AdvisorNet Financial, Inc | 26.863.878 $ | +3.558.365 $ | +15,3 % | 23.305.513 $ | +109.453 $ | +0,5 % | 23.196.060 $ | +1.959.604 $ | +9,2 % | |||
| WETZEL INVESTMENT ADVISORS, INC. | 25.272.332 $ | +906.932 $ | +3,7 % | 24.365.400 $ | +7.019.305 $ | +40,5 % | 17.346.095 $ | +1.247.666 $ | +7,8 % | 16.098.429 $ | +1.205.641 $ | +8,1 % |
| Cetera Investment Advisers | 24.686.002 $ | +11.128.262 $ | +82,1 % | 13.557.740 $ | +2.990.269 $ | +28,3 % | 10.567.471 $ | +2.059.566 $ | +24,2 % | |||
| VanWeelden Wealth Management, LLC | 21.783.117 $ | +16.032.037 $ | +278,8 % | 5.751.080 $ | ||||||||
| Delta Investment Management, LLC | 21.374.291 $ | +1.604.546 $ | +8,1 % | 19.769.745 $ | -1.797.142 $ | -8,3 % | 21.566.887 $ | -9.426.783 $ | -30,4 % | |||
| RAYMOND JAMES FINANCIAL INC | 20.012.603 $ | +4.501.795 $ | +29,0 % | 15.510.808 $ | +7.932.502 $ | +104,7 % | 7.578.306 $ | +5.038.191 $ | +198,3 % | |||
| Anfield Capital Management, LLC | 19.280.881 $ | -88.530 $ | -0,5 % | 19.369.411 $ | -1.126.134 $ | -5,5 % | ||||||
| Rothschild Wealth LLC | 16.687.993 $ | +3.489.362 $ | +26,4 % | 13.198.631 $ | -465.123 $ | -3,4 % | 13.663.754 $ | +3.763.830 $ | +38,0 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 15.177.000 $ | +8.036.000 $ | +112,5 % | 7.141.000 $ | +1.038.000 $ | +17,0 % | 6.103.000 $ | -1.770.000 $ | -22,5 % | 7.873.000 $ | +3.528.000 $ | +81,2 % |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14.847.810 $ | |||||||||||
| HighTower Advisors, LLC | 14.655.616 $ | +1.771.933 $ | +13,8 % | 12.883.683 $ | +526.142 $ | +4,3 % | 12.357.541 $ | +173.646 $ | +1,4 % | |||
| PRINCIPAL SECURITIES, INC. | 13.682.860 $ | |||||||||||
| Darwin Wealth Management, LLC | 13.109.091 $ | +1.074.961 $ | +8,9 % | 12.034.130 $ | +237.787 $ | +2,0 % | ||||||
| Southland Equity Partners LLC | 11.236.335 $ | -510.272 $ | -4,3 % | 11.746.607 $ | +639.644 $ | +5,8 % | 11.106.963 $ | -1.381.204 $ | -11,1 % | 12.488.167 $ | +9.525 $ | +0,1 % |
| MML INVESTORS SERVICES, LLC | 10.168.460 $ | -1.629.694 $ | -13,8 % | 11.798.154 $ | -302.842 $ | -2,5 % | 12.100.996 $ | +1.488.719 $ | +14,0 % | |||
| Rockefeller Capital Management L.P. | 12.017.171 $ | +2.504.274 $ | +26,3 % | 9.512.897 $ | +3.054.398 $ | +47,3 % | 6.458.499 $ | |||||
| AXXCESS WEALTH MANAGEMENT, LLC | 11.806.603 $ | |||||||||||
| AE Wealth Management LLC | 11.218.641 $ | +2.323.719 $ | +26,1 % | 8.894.922 $ | +1.546.258 $ | +21,0 % | 7.348.664 $ | +351.015 $ | +5,0 % | |||
| Advisory Services Network, LLC | 5.780.866 $ | -5.275.329 $ | -47,7 % | 11.056.195 $ | +989.110 $ | +9,8 % | 10.067.085 $ | +9.681.239 $ | +2.509,1 % | |||
| Private Advisor Group, LLC | 10.807.212 $ | +2.227.568 $ | +26,0 % | 8.579.644 $ | +899.012 $ | +11,7 % | 7.680.632 $ | +1.993.103 $ | +35,0 % | |||
| Geneos Wealth Management Inc. | 10.249.462 $ | +1.627.542 $ | +18,9 % | 8.621.920 $ | +43.343 $ | +0,5 % | 8.578.577 $ | -278.623 $ | -3,1 % | |||
| Mariner, LLC | 706.998 $ | -5.840.201 $ | -89,2 % | 6.547.199 $ | -3.672.196 $ | -35,9 % | 10.219.395 $ | -1.789.765 $ | -14,9 % | |||
| NewCorp Financial Services, Inc. | 10.184.695 $ | +857.673 $ | +9,2 % | 9.327.022 $ | +1.249.394 $ | +15,5 % | 8.077.628 $ | +846.600 $ | +11,7 % | 7.231.028 $ | ||
| Envestnet Portfolio Solutions, Inc. | 9.991.410 $ | |||||||||||
| ELEVATION POINT WEALTH PARTNERS, LLC | 1.027.561 $ | -8.840.668 $ | -89,6 % | 9.868.229 $ | ||||||||
| Vestmark Advisory Solutions, Inc. | 9.852.406 $ | |||||||||||
| Stratos Wealth Partners, LTD. | 9.802.350 $ | +2.379.660 $ | +32,1 % | 7.422.690 $ | +3.073.945 $ | +70,7 % | 4.348.745 $ | +473.079 $ | +12,2 % | |||
| Pinnacle Wealth Management Group, Inc. | 9.770.820 $ | +224.158 $ | +2,3 % | 9.546.662 $ | +905.720 $ | +10,5 % | 8.640.942 $ | +2.506.837 $ | +40,9 % | 6.134.105 $ | +241.897 $ | +4,1 % |
| WINNACLE WEALTH LLC | 8.073.038 $ | -1.159.557 $ | -12,6 % | 9.232.595 $ | +628.709 $ | +7,3 % | 8.603.886 $ | -1.063.437 $ | -11,0 % | 9.667.323 $ | +315.018 $ | +3,4 % |
| CCG WEALTH MANAGEMENT, LLC | 9.431.638 $ | +367.774 $ | +4,1 % | 9.063.864 $ | +7.371.548 $ | +435,6 % | 1.692.316 $ | +1.390.024 $ | +459,8 % | |||
| Pallas Capital Advisors LLC | 9.428.542 $ | +1.092.345 $ | +13,1 % | 8.336.197 $ | -1.094.630 $ | -11,6 % | 9.430.827 $ | +325.088 $ | +3,6 % | |||
| EVOLUTION WEALTH MANAGEMENT INC. | 7.639.652 $ | -794.736 $ | -9,4 % | 8.434.388 $ | +470.821 $ | +5,9 % | 7.963.567 $ | -998.758 $ | -11,1 % | 8.962.325 $ | +11.834 $ | +0,1 % |
| NewEdge Advisors, LLC | 8.559.079 $ | +3.739.295 $ | +77,6 % | 4.819.784 $ | +54.267 $ | +1,1 % | 4.765.517 $ | -121.242 $ | -2,5 % | |||
| Atria Investments, Inc | 766.926 $ | +526.071 $ | +218,4 % | 240.855 $ | -8.210.737 $ | -97,2 % | 8.451.592 $ | +7.850.376 $ | +1.305,7 % | 601.216 $ | -178.340 $ | -22,9 % |
| Snowden Capital Advisors LLC | 8.368.396 $ | +960.757 $ | +13,0 % | 7.407.639 $ | +1.883.458 $ | +34,1 % | 5.524.181 $ | |||||
| Farther Finance Advisors, LLC | 7.668.568 $ | +30.641 $ | +0,4 % | 7.637.927 $ | -708.781 $ | -8,5 % | 8.346.708 $ | +2.256.696 $ | +37,1 % | 6.090.012 $ | +1.170.289 $ | +23,8 % |
| Perennial Investment Advisors, LLC | 8.047.683 $ | +894.428 $ | +12,5 % | 7.153.255 $ | +754.617 $ | +11,8 % | 6.398.638 $ | +1.333.241 $ | +26,3 % | |||
| J.M. Arbour, LLC | 1.599.857 $ | -6.260.930 $ | -79,6 % | 7.860.787 $ | +506.991 $ | +6,9 % | 7.353.796 $ | |||||
| ATX Financial Planning, LLC | 3.376.433 $ | -4.463.810 $ | -56,9 % | 7.840.243 $ | +543.150 $ | +7,4 % | 7.297.093 $ | -278.583 $ | -3,7 % | 7.575.676 $ | ||
| WELLS FARGO & COMPANY/MN | 7.826.917 $ | +7.826.910 $ | +111.813.000,0 % | 7 $ | +0 $ | +0,0 % | 7 $ | -1.985 $ | -99,6 % | |||
| Authentikos Wealth Advisory, LLC | 7.647.844 $ | -149.916 $ | -1,9 % | |||||||||
| Global Retirement Partners, LLC | 7.605.673 $ | +1.228.462 $ | +19,3 % | 6.377.211 $ | +733.595 $ | +13,0 % | ||||||
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 7.247.677 $ | +508.587 $ | +7,5 % | 6.739.090 $ | -123.947 $ | -1,8 % | 6.863.037 $ | +248.145 $ | +3,8 % | |||
| Triumph Capital Management | 7.074.214 $ | -107.497 $ | -1,5 % | 7.181.711 $ | +753.545 $ | +11,7 % | 6.428.166 $ | -242.093 $ | -3,6 % | 6.670.259 $ | +2.303.783 $ | +52,8 % |
| Worth Financial Advisory Group, LLC | 5.179.065 $ | -523.753 $ | -9,2 % | 5.702.818 $ | -1.227.475 $ | -17,7 % | 6.930.293 $ | +1.255.291 $ | +22,1 % | 5.675.002 $ | -251.176 $ | -4,2 % |
| CWM, LLC | 6.646.315 $ | +189.315 $ | +2,9 % | 6.457.000 $ | +4.729.000 $ | +273,7 % | ||||||
| Kestra Advisory Services, LLC | 5.561.217 $ | -20.627 $ | -0,4 % | 5.581.844 $ | -1.031.077 $ | -15,6 % | 6.612.921 $ | +480.486 $ | +7,8 % | 6.132.435 $ | +30.232 $ | +0,5 % |
| Visionary Wealth Advisors | 6.591.457 $ | +283.608 $ | +4,5 % | 6.307.849 $ | +637.773 $ | +11,2 % | 5.670.076 $ | +157.208 $ | +2,9 % | 5.512.868 $ | +2.474.664 $ | +81,5 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 6.498.831 $ | -16.113 $ | -0,2 % | 6.514.944 $ | +3.492.252 $ | +115,5 % | 3.022.692 $ | +1.269.857 $ | +72,4 % | 1.752.835 $ | +433.308 $ | +32,8 % |
| Tradition Wealth Management, LLC | 6.390.019 $ | |||||||||||
| HFG Wealth Management, LLC | 3.362.061 $ | +0 $ | +0,0 % | 3.362.061 $ | -2.611.295 $ | -43,7 % | 5.973.356 $ | -384.433 $ | -6,0 % | 6.357.789 $ | +163.535 $ | +2,6 % |
| CENTAURUS FINANCIAL, INC. | 253.000 $ | -5.789.000 $ | -95,8 % | 6.042.000 $ | +5.784.000 $ | +2.241,9 % | 258.000 $ | +9.000 $ | +3,6 % | |||
| XY Planning Network, Inc. | 804.980 $ | +444.527 $ | +123,3 % | 360.453 $ | -5.618.463 $ | -94,0 % | 5.978.916 $ | -60.540 $ | -1,0 % | 6.039.456 $ | -871.195 $ | -12,6 % |
| COMPASS CAPITAL CORP /MA/ /ADV | 4.878.663 $ | +335.764 $ | +7,4 % | 4.542.899 $ | -1.457.774 $ | -24,3 % | 6.000.673 $ | |||||
| OneDigital Investment Advisors LLC | 5.980.247 $ | +2.278.379 $ | +61,5 % | 3.701.868 $ | ||||||||
| STEPHENS INC /AR/ | 1.747.252 $ | +215.168 $ | +14,0 % | 1.532.084 $ | -4.424.861 $ | -74,3 % | 5.956.945 $ | +443.815 $ | +8,1 % | |||
| Independent Advisor Alliance | 1.930.734 $ | -3.933.044 $ | -67,1 % | 5.863.778 $ | +3.566.927 $ | +155,3 % | 2.296.851 $ | -492.791 $ | -17,7 % | |||
| IHT Wealth Management, LLC | 5.770.578 $ | +2.546.457 $ | +79,0 % | 3.224.121 $ | +97.101 $ | +3,1 % | 3.127.020 $ | +255.051 $ | +8,9 % | |||
| Integrated Wealth Concepts LLC | 5.659.752 $ | +4.189.360 $ | +284,9 % | 1.470.392 $ | ||||||||
| Steward Partners Investment Advisory, LLC | 5.091.518 $ | +12.980 $ | +0,3 % | 5.078.538 $ | -557.282 $ | -9,9 % | 5.635.820 $ | -1.273.221 $ | -18,4 % | |||
| Split Rock Private Trading & Wealth Management, LLC | 5.485.203 $ | +123.309 $ | +2,3 % | 5.361.894 $ | +4.931.774 $ | +1.146,6 % | 430.120 $ | |||||
| COFG Advisors, LLC | 5.464.510 $ | +541.351 $ | +11,0 % | 4.923.159 $ | +24.318 $ | +0,5 % | 4.898.841 $ | |||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5.297.608 $ | +449.402 $ | +9,3 % | 4.848.206 $ | +681.499 $ | +16,4 % | 4.166.707 $ | -196.126 $ | -4,5 % | 4.362.833 $ | +302.446 $ | +7,4 % |
| Holos Integrated Wealth LLC | 5.294.555 $ | +443.179 $ | +9,1 % | 4.851.376 $ | +696.434 $ | +16,8 % | 4.154.942 $ | +169.834 $ | +4,3 % | 3.985.108 $ | ||
| Signal Advisors Wealth, LLC | 4.999.198 $ | +1.017.826 $ | +25,6 % | 3.981.372 $ | +929.604 $ | +30,5 % | 3.051.768 $ | +564.187 $ | +22,7 % | 2.487.581 $ | +228.090 $ | +10,1 % |
| Janney Montgomery Scott LLC | 4.964.000 $ | +342.000 $ | +7,4 % | 4.622.000 $ | +120.000 $ | +2,7 % | 4.502.000 $ | +914.000 $ | +25,5 % | |||
| Virtue Capital Management, LLC | 4.753.575 $ | +3.826.459 $ | +412,7 % | 927.116 $ | +520.683 $ | +128,1 % | 406.433 $ | +50.081 $ | +14,1 % | 356.352 $ | ||
| Concurrent Investment Advisors, LLC | 2.447.155 $ | +54.247 $ | +2,3 % | 2.392.908 $ | +374.666 $ | +18,6 % | 2.018.242 $ | -2.731.168 $ | -57,5 % | 4.749.410 $ | +2.621.292 $ | +123,2 % |
| Trek Financial, LLC | 2.378.716 $ | -1.097.732 $ | -31,6 % | 3.476.448 $ | -442.527 $ | -11,3 % | 3.918.975 $ | -528.375 $ | -11,9 % | 4.447.350 $ | -266.576 $ | -5,7 % |
| BEACON FINANCIAL GROUP | 3.992.860 $ | -407.704 $ | -9,3 % | 4.400.564 $ | +255.851 $ | +6,2 % | 4.144.713 $ | -191.173 $ | -4,4 % | 4.335.886 $ | +122.317 $ | +2,9 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.529.242 $ | -728.269 $ | -17,1 % | 4.257.511 $ | +163.756 $ | +4,0 % | 4.093.755 $ | -606.666 $ | -12,9 % | |||
| SIGNATUREFD, LLC | 4.245.545 $ | +2.387.301 $ | +128,5 % | 1.858.244 $ | -12.997 $ | -0,7 % | 1.871.241 $ | -130.494 $ | -6,5 % | 2.001.735 $ | ||
| Intrua Financial, LLC | 4.130.812 $ | +66.424 $ | +1,6 % | 4.064.388 $ | +389.750 $ | +10,6 % | 3.674.638 $ | |||||
| HARBOUR INVESTMENTS, INC. | 3.767.210 $ | +662.554 $ | +21,3 % | 3.104.656 $ | -985.664 $ | -24,1 % | 4.090.320 $ | +393.627 $ | +10,6 % | |||
| GWN SECURITIES INC. | 4.075.064 $ | +856.319 $ | +26,6 % | 3.218.745 $ | +825.084 $ | +34,5 % | 2.393.661 $ | +550.127 $ | +29,8 % | |||
| USAdvisors Wealth Management, LLC | 3.541.000 $ | -117.000 $ | -3,2 % | 3.658.000 $ | -190.000 $ | -4,9 % | 3.848.000 $ | +7.000 $ | +0,2 % | 3.841.000 $ | ||
| COLUMBIA ADVISORY PARTNERS LLC | 3.627.263 $ | -201.577 $ | -5,3 % | 3.828.840 $ | +394.852 $ | +11,5 % | 3.433.988 $ | +733.346 $ | +27,2 % | 2.700.642 $ | +1.237.103 $ | +84,5 % |
| Ameritas Advisory Services, LLC | 3.556.316 $ | +2.135.525 $ | +150,3 % | 1.420.791 $ | -325.447 $ | -18,6 % | 1.746.238 $ | |||||
| Beacon Financial Advisory LLC | 3.478.261 $ | +153.283 $ | +4,6 % | 3.324.978 $ | +519.320 $ | +18,5 % | 2.805.658 $ | +93.029 $ | +3,4 % | 2.712.629 $ | +252.242 $ | +10,3 % |
| Concorde Asset Management, LLC | 2.761.449 $ | -470.436 $ | -14,6 % | 3.231.885 $ | +88.703 $ | +2,8 % | ||||||
| Davies Financial Advisors, Inc. | 1.219.782 $ | -1.961.070 $ | -61,7 % | 3.180.852 $ | -4.471.520 $ | -58,4 % | ||||||
| WorthPointe, LLC | 3.129.918 $ | +239.754 $ | +8,3 % | 2.890.164 $ | +1.061.613 $ | +58,1 % | 1.828.551 $ | +932.485 $ | +104,1 % | |||
| FLAGSHIP HARBOR ADVISORS, LLC | 2.924.971 $ | +908.786 $ | +45,1 % | 2.016.185 $ | +197.149 $ | +10,8 % | 1.819.036 $ | -535.890 $ | -22,8 % | 2.354.926 $ | +385.642 $ | +19,6 % |
| Cooper Financial Group | 2.913.108 $ | |||||||||||
| JANE STREET GROUP, LLC | 2.809.633 $ | +1.660.482 $ | +144,5 % | 1.149.151 $ | +768.572 $ | +201,9 % | 380.579 $ | -876.117 $ | -69,7 % | |||
| CreativeOne Wealth, LLC | 2.741.655 $ | +1.527.623 $ | +125,8 % | 1.214.032 $ | -49.713 $ | -3,9 % | 1.263.745 $ | |||||
| Sonoma Allocations LLC | 2.383.413 $ | -328.161 $ | -12,1 % | 2.711.574 $ | -1.454.385 $ | -34,9 % | ||||||
| Summit Financial, LLC | 2.698.346 $ | +2.051.452 $ | +317,1 % | |||||||||
| Selby Wealth Management, LLC | 2.623.375 $ | +104.462 $ | +4,1 % | 2.518.913 $ | +305.752 $ | +13,8 % | 2.213.161 $ | -109.525 $ | -4,7 % | 2.322.686 $ | ||
| Mutual Advisors, LLC | 416.708 $ | -1.159.930 $ | -73,6 % | 1.576.638 $ | -996.102 $ | -38,7 % | 2.572.740 $ | +319.942 $ | +14,2 % | |||
| Advisor Resource Council | 811.571 $ | +23.661 $ | +3,0 % | 787.910 $ | -1.775.935 $ | -69,3 % | 2.563.845 $ | -102.207 $ | -3,8 % | |||
| Ballast Rock Private Wealth LLC | 2.507.357 $ | +677.684 $ | +37,0 % | 1.829.673 $ | +45.700 $ | +2,6 % | 1.783.973 $ | +319.201 $ | +21,8 % | 1.464.772 $ | ||
| Sowell Financial Services LLC | 2.423.587 $ | +2.149.090 $ | +782,9 % | 274.497 $ | ||||||||
| Valmark Advisers, Inc. | 2.359.708 $ | +953.612 $ | +67,8 % | 1.406.096 $ | +1.174.799 $ | +507,9 % | 231.297 $ | -16.409 $ | -6,6 % | |||
| MILESTONE ASSET MANAGEMENT, LLC | 2.262.707 $ | +1.574 $ | +0,1 % | 2.261.133 $ | +149.468 $ | +7,1 % | 2.111.665 $ | -97.617 $ | -4,4 % | 2.209.282 $ | -131.090 $ | -5,6 % |
| Meridian Wealth Management, LLC | 2.253.491 $ | +112.610 $ | +5,3 % | 2.140.881 $ | -85.310 $ | -3,8 % | 2.226.191 $ | +514.044 $ | +30,0 % | 1.712.147 $ | +606.242 $ | +54,8 % |
| RDA Financial Network | 2.241.465 $ | +121.025 $ | +5,7 % | 2.120.440 $ | ||||||||
| Balance Wealth Partners LLC | 1.954.160 $ | -105.812 $ | -5,1 % | 2.059.972 $ | +291.533 $ | +16,5 % | 1.768.439 $ | -420.300 $ | -19,2 % | 2.188.739 $ | -74.898 $ | -3,3 % |
| Collaborative Wealth Managment Inc. | 2.038.731 $ | |||||||||||
| Kellett Wealth Advisors, LLC | 1.968.220 $ | -4.298 $ | -0,2 % | 1.972.518 $ | +118.025 $ | +6,4 % | 1.854.493 $ | -144.314 $ | -7,2 % | 1.998.807 $ | +57.366 $ | +3,0 % |
| Whipplewood Advisors, LLC | 33.925 $ | -85.133 $ | -71,5 % | 119.058 $ | -1.756.503 $ | -93,7 % | 1.875.561 $ | -87.897 $ | -4,5 % | 1.963.458 $ | +159.436 $ | +8,8 % |
| Equitable Holdings, Inc. | 1.909.017 $ | +1.626.596 $ | +575,9 % | 282.421 $ | +3.759 $ | +1,3 % | 278.662 $ | +40.504 $ | +17,0 % | |||
| TRUIST FINANCIAL CORP | 1.881.118 $ | +53.587 $ | +2,9 % | 1.827.531 $ | +162.908 $ | +9,8 % | 1.664.623 $ | +105.015 $ | +6,7 % | 1.559.608 $ | +329.651 $ | +26,8 % |
| JPMORGAN CHASE & CO | 1.753.617 $ | -2.228 $ | -0,1 % | 1.755.845 $ | -1.831.867 $ | -51,1 % | ||||||
| Quantinno Capital Management LP | 1.749.526 $ | +196.435 $ | +12,6 % | 1.553.091 $ | +973.129 $ | +167,8 % | 579.962 $ | +356.423 $ | +159,4 % | |||
| CoreCap Advisors, LLC | 1.746.861 $ | +1.067.544 $ | +157,1 % | 679.317 $ | +216.119 $ | +46,7 % | 463.198 $ | -2.823 $ | -0,6 % | 466.021 $ | -25.608 $ | -5,2 % |
| 9823 Capital, L.P. | 1.564.825 $ | -111.390 $ | -6,6 % | 1.676.215 $ | +262.391 $ | +18,6 % | 1.413.824 $ | |||||
| Kraft, Davis & Associates, LLC | 1.627.964 $ | -18.128 $ | -1,1 % | |||||||||
| RED REEF ADVISORS LLC | 1.589.689 $ | +111.817 $ | +7,6 % | 1.477.872 $ | -9.613 $ | -0,6 % | 1.487.485 $ | |||||
| Occidental Asset Management, LLC | 1.565.751 $ | +717.222 $ | +84,5 % | 848.529 $ | +160.513 $ | +23,3 % | 688.016 $ | +324.023 $ | +89,0 % | 363.993 $ | +56.837 $ | +18,5 % |
| SAGESPRING WEALTH PARTNERS, LLC | 1.486.684 $ | +118.304 $ | +8,6 % | 1.368.380 $ | +207.357 $ | +17,9 % | 1.161.023 $ | +52.085 $ | +4,7 % | 1.108.938 $ | +322.317 $ | +41,0 % |
| CGN Advisors LLC | 1.111.535 $ | -346.442 $ | -23,8 % | 1.457.977 $ | +345.076 $ | +31,0 % | 1.112.901 $ | +136.885 $ | +14,0 % | 976.016 $ | +178.816 $ | +22,4 % |
| Benson Wealth Management INC | 1.452.576 $ | +559.677 $ | +62,7 % | 892.899 $ | +790.686 $ | +773,6 % | 102.213 $ | |||||
| CITADEL ADVISORS LLC | 393.473 $ | -1.040.292 $ | -72,6 % | 1.433.765 $ | +1.323.530 $ | +1.200,6 % | ||||||
| Mosley Wealth Management | 225.806 $ | -216.667 $ | -49,0 % | 442.473 $ | -961.911 $ | -68,5 % | 1.404.384 $ | -11.690 $ | -0,8 % | 1.416.074 $ | ||
| Innovative Advisory Group, LLC | 1.409.606 $ | -18.721 $ | -1,3 % | |||||||||
| Sequoia Financial Advisors, LLC | 980.936 $ | -51.266 $ | -5,0 % | 1.032.202 $ | -375.740 $ | -26,7 % | 1.407.942 $ | +31.704 $ | +2,3 % | |||
| Core Wealth Advisors, Inc. | 1.406.491 $ | +302.230 $ | +27,4 % | 1.104.261 $ | +214.203 $ | +24,1 % | 890.058 $ | |||||
| Glen Eagle Advisors, LLC | 1.403.751 $ | +160.845 $ | +12,9 % | 1.242.906 $ | -50.894 $ | -3,9 % | 1.293.800 $ | +79.397 $ | +6,5 % | |||
| Sigma Planning Corp | 1.026.555 $ | +146.014 $ | +16,6 % | 880.541 $ | -517.861 $ | -37,0 % | 1.398.402 $ | +709.621 $ | +103,0 % | 688.781 $ | +17.542 $ | +2,6 % |
| Lifeworks Advisors, LLC | 1.379.093 $ | +228.043 $ | +19,8 % | |||||||||
| SeaCrest Wealth Management, LLC | 1.277.203 $ | -86.495 $ | -6,3 % | 1.363.698 $ | ||||||||
| Vise Technologies, Inc. | 1.285.469 $ | |||||||||||
| KFG WEALTH MANAGEMENT, LLC | 1.271.676 $ | +301.764 $ | +31,1 % | 969.912 $ | +587.661 $ | +153,7 % | 382.251 $ | |||||
| Arax Advisory Partners | 1.268.007 $ | +197.164 $ | +18,4 % | 1.070.843 $ | +184.762 $ | +20,9 % | 886.081 $ | |||||
| HBW ADVISORY SERVICES LLC | 304.200 $ | -271.028 $ | -47,1 % | 575.228 $ | -103.936 $ | -15,3 % | 679.164 $ | -588.415 $ | -46,4 % | 1.267.579 $ | -46.327 $ | -3,5 % |
| Addison Capital Co | 1.264.933 $ | +118.075 $ | +10,3 % | 1.146.858 $ | ||||||||
| Nest Investments, LLC | 1.220.931 $ | +126.220 $ | +11,5 % | 1.094.711 $ | +101.197 $ | +10,2 % | 993.514 $ | |||||
| Bright Futures Wealth Management, LLC. | 1.184.819 $ | |||||||||||
| Amicus Financial Advisors, LLC | 1.137.879 $ | |||||||||||
| Marshall & Sterling Wealth Advisors Inc. | 1.105.247 $ | +25.582 $ | +2,4 % | 1.079.665 $ | -25.269 $ | -2,3 % | 1.104.934 $ | |||||
| CFS Investment Advisory Services, LLC | 1.102.645 $ | +106.232 $ | +10,7 % | 996.413 $ | +103.926 $ | +11,6 % | 892.487 $ | |||||
| COMPASS FINANCIAL MANAGEMENT LLC | 1.080.266 $ | |||||||||||
| Aptus Capital Advisors, LLC | 172.414 $ | -529.263 $ | -75,4 % | 701.677 $ | -367.484 $ | -34,4 % | 1.069.161 $ | +1.067.648 $ | +70.565,0 % | |||
| Ifrah Financial Services, Inc. | 898.596 $ | -156.170 $ | -14,8 % | 1.054.766 $ | +82.760 $ | +8,5 % | 972.006 $ | +182.712 $ | +23,1 % | 789.294 $ | +86.425 $ | +12,3 % |
| SECURED RETIREMENT ADVISORS, LLC | 1.046.945 $ | +105.783 $ | +11,2 % | 941.162 $ | -71.456 $ | -7,1 % | 1.012.618 $ | -95.052 $ | -8,6 % | |||
| Claro Advisors Inc. | 969.332 $ | -990 $ | -0,1 % | 970.322 $ | -25.236 $ | -2,5 % | 995.558 $ | -44.039 $ | -4,2 % | 1.039.597 $ | +7.332 $ | +0,7 % |
| Castleview Partners, LLC | 998.483 $ | +32.015 $ | +3,3 % | 966.468 $ | +80.651 $ | +9,1 % | 885.817 $ | -59.789 $ | -6,3 % | 945.606 $ | -42.481 $ | -4,3 % |
| Keebeck Wealth Management | 974.564 $ | |||||||||||
| MPWM ADVISORY SOLUTIONS, LLC | 398.146 $ | +23.205 $ | +6,2 % | 374.941 $ | -592.587 $ | -61,2 % | 967.528 $ | -4.433.146 $ | -82,1 % | |||
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 963.320 $ | |||||||||||
| GOLDMAN SACHS GROUP INC | 953.552 $ | +90.652 $ | +10,5 % | 862.900 $ | ||||||||
| Freedom Investment Management, Inc. | 949.029 $ | +456.901 $ | +92,8 % | 492.128 $ | -44.038 $ | -8,2 % | 536.166 $ | -94.431 $ | -15,0 % | |||
| Gateway Wealth Partners, LLC | 428.331 $ | -515.717 $ | -54,6 % | 944.048 $ | +462.913 $ | +96,2 % | 481.135 $ | +97.559 $ | +25,4 % | |||
| Clearstead Advisors, LLC | 331.270 $ | -522.505 $ | -61,2 % | 853.775 $ | +70.152 $ | +9,0 % | 783.623 $ | -152.547 $ | -16,3 % | 936.170 $ | +497.469 $ | +113,4 % |
| TOUNJIAN ADVISORY PARTNERS, LLC | 863.498 $ | -62.953 $ | -6,8 % | 926.451 $ | ||||||||
| Innovative Asset Advisors Group, LLC | 926.164 $ | +925.670 $ | +187.382,6 % | 494 $ | ||||||||
| Well Done, LLC | 921.012 $ | -626 $ | -0,1 % | 921.638 $ | +72.045 $ | +8,5 % | 849.593 $ | +382.429 $ | +81,9 % | 467.164 $ | -684.247 $ | -59,4 % |
| SARD WEALTH MANAGEMENT GROUP, LLC | 880.008 $ | +33.393 $ | +3,9 % | 846.615 $ | +70.230 $ | +9,0 % | 776.385 $ | -31.308 $ | -3,9 % | 807.693 $ | +18.891 $ | +2,4 % |
| Tortuga Wealth Management, Inc | 873.892 $ | +135.608 $ | +18,4 % | 738.284 $ | +523.008 $ | +242,9 % | 215.276 $ | -110.281 $ | -33,9 % | 325.557 $ | ||
| Archford Capital Strategies, LLC | 822.624 $ | -5.341 $ | -0,6 % | 827.965 $ | +55.000 $ | +7,1 % | 772.965 $ | -91.623 $ | -10,6 % | 864.588 $ | -173.256 $ | -16,7 % |
| Cornerstone Wealth Management, LLC | 864.071 $ | +18.898 $ | +2,2 % | 845.173 $ | +113.811 $ | +15,6 % | 731.362 $ | -22.499 $ | -3,0 % | 753.861 $ | +528.672 $ | +234,8 % |
| NewEdge Wealth, LLC | 851.103 $ | +11.395 $ | +1,4 % | 839.708 $ | ||||||||
| PATTEN & PATTEN INC/TN | 851.058 $ | |||||||||||
| SILVER OAK SECURITIES, INCORPORATED | 845.000 $ | +514.556 $ | +155,7 % | 330.444 $ | ||||||||
| GTS SECURITIES LLC | 833.795 $ | +327.362 $ | +64,6 % | 506.433 $ | +311.421 $ | +159,7 % | ||||||
| Jacobi Capital Management LLC | 822.076 $ | +68.194 $ | +9,0 % | 753.882 $ | -30.401 $ | -3,9 % | 784.283 $ | +18.341 $ | +2,4 % | |||
| World Investment Advisors | 789.452 $ | +767 $ | +0,1 % | 788.685 $ | -32.244 $ | -3,9 % | 820.929 $ | +1.986 $ | +0,2 % | |||
| TCFG WEALTH MANAGEMENT, LLC | 728.167 $ | -78.848 $ | -9,8 % | 807.015 $ | +170.142 $ | +26,7 % | ||||||
| Coppell Advisory Solutions LLC | 804.352 $ | |||||||||||
| MGO ONE SEVEN LLC | 800.033 $ | +22.839 $ | +2,9 % | 777.194 $ | ||||||||
| TCFG Investment Advisors, LLC | 644.390 $ | -83.777 $ | -11,5 % | 728.167 $ | ||||||||
| SOUTHERN CAPITAL ADVISORS, LLC | 715.931 $ | +8.845 $ | +1,3 % | 707.086 $ | +118.627 $ | +20,2 % | 588.459 $ | -24.981 $ | -4,1 % | 613.440 $ | +8.702 $ | +1,4 % |
| FIFTH THIRD SECURITIES, INC. | 692.570 $ | |||||||||||
| IMG Wealth Management, Inc. | 564.424 $ | -90.201 $ | -13,8 % | 654.625 $ | +33.357 $ | +5,4 % | 621.268 $ | -67.977 $ | -9,9 % | 689.245 $ | ||
| Smartleaf Asset Management LLC | 668.390 $ | +61.617 $ | +10,2 % | 606.773 $ | ||||||||
| HIGHLINE WEALTH PARTNERS LLC | 633.993 $ | -27.745 $ | -4,2 % | 661.738 $ | ||||||||
| VestGen Advisors, LLC | 646.960 $ | +174.201 $ | +36,8 % | 472.759 $ | +34.435 $ | +7,9 % | 438.324 $ | -7.166 $ | -1,6 % | 445.490 $ | -273.128 $ | -38,0 % |
| LifePlan Investment Advisors, Inc. | 617.319 $ | |||||||||||
| Focus Advisor Solutions, LLC | 605.706 $ | +49.769 $ | +9,0 % | 555.937 $ | -22.765 $ | -3,9 % | 578.702 $ | |||||
| IBEX WEALTH ADVISORS | 586.398 $ | +1.868 $ | +0,3 % | 584.530 $ | +248.418 $ | +73,9 % | 336.112 $ | |||||
| FORONJY FINANCIAL LLC | 577.905 $ | +7.522 $ | +1,3 % | 570.383 $ | +47.811 $ | +9,1 % | 522.572 $ | -21.073 $ | -3,9 % | 543.645 $ | +240.617 $ | +79,4 % |
| WCG Wealth Advisors LLC | 413.516 $ | -64.091 $ | -13,4 % | 477.607 $ | -93.658 $ | -16,4 % | 571.265 $ | |||||
| William Mack & Associates, Inc. | 563.089 $ | +58.385 $ | +11,6 % | 504.704 $ | -25.269 $ | -4,8 % | 529.973 $ | +173.636 $ | +48,7 % | |||
| Golden State Wealth Management, LLC | 556.194 $ | +19.666 $ | +3,7 % | 536.528 $ | +50.049 $ | +10,3 % | 486.479 $ | +33.892 $ | +7,5 % | 452.587 $ | +32.230 $ | +7,7 % |
| B. Riley Wealth Advisors, Inc. | 555.295 $ | +61.737 $ | +12,5 % | 493.558 $ | ||||||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 554.556 $ | +5.590 $ | +1,0 % | 548.966 $ | +89.729 $ | +19,5 % | 459.237 $ | -18.519 $ | -3,9 % | 477.756 $ | +42.003 $ | +9,6 % |
| Beacon Financial Strategies CORP | 544.794 $ | +5.175 $ | +1,0 % | 539.619 $ | ||||||||
| Western Wealth Management, LLC | 541.238 $ | +44.585 $ | +9,0 % | 496.653 $ | -42.039 $ | -7,8 % | 538.692 $ | +107.165 $ | +24,8 % | |||
| Financial Futures Ltd Liability Co. | 358.066 $ | -181.306 $ | -33,6 % | 539.372 $ | -348.227 $ | -39,2 % | ||||||
| MARIPAU WEALTH MANAGEMENT LLC | 536.416 $ | |||||||||||
| FLOW TRADERS U.S. LLC | 505.000 $ | |||||||||||
| WealthPlan Investment Management, LLC | 495.054 $ | +4.991 $ | +1,0 % | 490.063 $ | +40.653 $ | +9,0 % | 449.410 $ | -26.441 $ | -5,6 % | 475.851 $ | +11.130 $ | +2,4 % |
| SMI Advisory Services, LLC | 281.203 $ | -212.627 $ | -43,1 % | 493.830 $ | ||||||||
| Diligent Investors, LLC | 484.538 $ | +4.603 $ | +1,0 % | 479.935 $ | +38.195 $ | +8,6 % | 441.740 $ | -18.641 $ | -4,0 % | 460.381 $ | +8.565 $ | +1,9 % |
| WEALTHGARDEN F.S. LLC | 469.314 $ | +61.933 $ | +15,2 % | 407.381 $ | +18.647 $ | +4,8 % | 388.734 $ | +9.264 $ | +2,4 % | |||
| CRA Financial Services, LLC | 458.442 $ | +4.355 $ | +1,0 % | 454.087 $ | +37.311 $ | +9,0 % | 416.776 $ | -45.264 $ | -9,8 % | 462.040 $ | +10.404 $ | +2,3 % |
| SLT Holdings LLC | 444.466 $ | -15.469 $ | -3,4 % | 459.935 $ | -305.180 $ | -39,9 % | ||||||
| Savvy Advisors, Inc. | 458.300 $ | +92.653 $ | +25,3 % | 365.647 $ | +1.125 $ | +0,3 % | 364.522 $ | |||||
| Apollon Financial, LLC | 455.598 $ | +4.328 $ | +1,0 % | 451.270 $ | +37.079 $ | +9,0 % | 414.191 $ | |||||
| John W. Brooker & Co., CPAs | 316.489 $ | -84.680 $ | -21,1 % | 401.169 $ | -34.517 $ | -7,9 % | 435.686 $ | -28.415 $ | -6,1 % | |||
| Sovran Advisors, LLC | 341.845 $ | -27.873 $ | -7,5 % | 369.718 $ | -26.329 $ | -6,6 % | 396.047 $ | -26.833 $ | -6,3 % | 422.880 $ | -25.237 $ | -5,6 % |
| Portfolio Resources Advisor Group, Inc. | 418.650 $ | -1.309 $ | -0,3 % | 419.959 $ | ||||||||
| Worth Asset Management, LLC | 414.701 $ | +7.798 $ | +1,9 % | 406.903 $ | +33.434 $ | +9,0 % | 373.469 $ | -18.979 $ | -4,8 % | 392.448 $ | +3.937 $ | +1,0 % |
| Wealthcare Advisory Partners LLC | 410.084 $ | +89.251 $ | +27,8 % | 320.833 $ | -16.990 $ | -5,0 % | 337.823 $ | +119.929 $ | +55,0 % | 217.894 $ | ||
| GREAT VALLEY ADVISOR GROUP, INC. | 406.000 $ | |||||||||||
| PRIVATE TRUST CO NA | 397.095 $ | +3.193 $ | +0,8 % | 393.902 $ | +182.316 $ | +86,2 % | 211.586 $ | +59.760 $ | +39,4 % | 151.826 $ | +31.414 $ | +26,1 % |
| Cypress Wealth Services, LLC | 369.035 $ | -12.174 $ | -3,2 % | 381.209 $ | +31.323 $ | +9,0 % | 349.886 $ | +20.505 $ | +6,2 % | 329.381 $ | ||
| Leelyn Smith, LLC | 364.728 $ | +42.045 $ | +13,0 % | 322.683 $ | +26.514 $ | +9,0 % | 296.169 $ | -27.609 $ | -8,5 % | 323.778 $ | -17.426 $ | -5,1 % |
| Keystone Wealth Services, LLC | 362.053 $ | -6.248 $ | -1,7 % | |||||||||
| Creative Planning | 361.729 $ | +147.494 $ | +68,8 % | 214.235 $ | ||||||||
| Old Port Advisors | 360.093 $ | +3.421 $ | +1,0 % | 356.672 $ | +29.307 $ | +9,0 % | 327.365 $ | -13.406 $ | -3,9 % | 340.771 $ | +7.674 $ | +2,3 % |
| Walser Wealth Management Company, A Ltd Liability Co | 92.732 $ | -262.890 $ | -73,9 % | 355.622 $ | +180.850 $ | +103,5 % | 174.772 $ | |||||
| Belpointe Asset Management LLC | 226.689 $ | -126.824 $ | -35,9 % | 353.513 $ | +26.505 $ | +8,1 % | ||||||
| Encompass More Asset Management | 342.215 $ | -8.053 $ | -2,3 % | 350.268 $ | +236.322 $ | +207,4 % | 113.946 $ | +242 $ | +0,2 % | |||
| Root Financial Partners, LLC | 341.163 $ | +311.992 $ | +1.069,5 % | 29.171 $ | ||||||||
| Disciplined Investments, LLC | 340.739 $ | +27.998 $ | +9,0 % | 312.741 $ | -12.807 $ | -3,9 % | 325.548 $ | |||||
| YARGER WEALTH STRATEGIES, LLC | 251.396 $ | -67.816 $ | -21,2 % | 319.212 $ | -12.873 $ | -3,9 % | 332.085 $ | +7.766 $ | +2,4 % | |||
| Merit Financial Group, LLC | 331.629 $ | +44.525 $ | +15,5 % | 287.104 $ | +31.991 $ | +12,5 % | 255.113 $ | +5.785 $ | +2,3 % | 249.328 $ | -2.010.076 $ | -89,0 % |
| SMITH, MOORE & CO. | 319.558 $ | +19.175 $ | +6,4 % | 300.383 $ | -14.143 $ | -4,5 % | 314.526 $ | +7.082 $ | +2,3 % | |||
| Nicht ausgewiesen | 312.651 $ | +25.759 $ | +9,0 % | 286.892 $ | ||||||||
| Sunbelt Securities, Inc. | 266.460 $ | -45.928 $ | -14,7 % | 312.388 $ | +7.034 $ | +2,3 % | ||||||
| BCS Wealth Management | 303.800 $ | |||||||||||
| Focus Partners Wealth | 300.500 $ | |||||||||||
| ROYAL BANK OF CANADA | 299.000 $ | +101.000 $ | +51,0 % | 198.000 $ | -42.000 $ | -17,5 % | ||||||
| GILPIN WEALTH MANAGEMENT, LLC | 291.931 $ | +18.205 $ | +6,7 % | 273.726 $ | +72.597 $ | +36,1 % | 201.129 $ | +110.084 $ | +120,9 % | 91.045 $ | ||
| Perigon Wealth Management, LLC | 289.736 $ | |||||||||||
| Founders Financial Alliance, LLC | 288.770 $ | |||||||||||
| Sanctuary Advisors, LLC | 274.850 $ | |||||||||||
| FIDUCIARY FINANCIAL GROUP, LLC | 230.506 $ | +2.190 $ | +1,0 % | 228.316 $ | +18.760 $ | +9,0 % | 209.556 $ | -63.208 $ | -23,2 % | 272.764 $ | +6.142 $ | +2,3 % |
| Financial Designs Corp | 261.939 $ | -945 $ | -0,4 % | 262.884 $ | ||||||||
| Forza Wealth Management, LLC | 258.409 $ | |||||||||||
| WEDBUSH SECURITIES INC | 251.000 $ | -10.000 $ | -3,8 % | |||||||||
| ZEGA Investments, LLC | 246.631 $ | |||||||||||
| Capital Investment Management, Inc. | 244.788 $ | |||||||||||
| JOHNSON INVESTMENT COUNSEL INC | 244.382 $ | +5.503 $ | +2,3 % | |||||||||
| First Heartland Consultants, Inc. | 240.205 $ | +2.282 $ | +1,0 % | 237.923 $ | +19.550 $ | +9,0 % | 218.373 $ | +9.487 $ | +4,5 % | 208.886 $ | ||
| Pine Valley Investments Ltd Liability Co | 240.161 $ | |||||||||||
| Bell Bank | 236.490 $ | -2.402 $ | -1,0 % | 238.892 $ | ||||||||
| EverSource Wealth Advisors, LLC | 234.479 $ | |||||||||||
| Orion Porfolio Solutions, LLC | 227.738 $ | +7.877 $ | +3,6 % | 219.861 $ | ||||||||
| Elevation Wealth Management LLC | 225.857 $ | +2.138 $ | +1,0 % | 223.719 $ | +18.339 $ | +8,9 % | 205.380 $ | |||||
| Strategic Financial Concepts, LLC | 222.729 $ | |||||||||||
| Sound View Wealth Advisors Group, LLC | 219.294 $ | +7.608 $ | +3,6 % | 211.686 $ | -8.668 $ | -3,9 % | 220.354 $ | -13.305 $ | -5,7 % | |||
| Midwest Financial Group LLC | 216.573 $ | |||||||||||
| MORGAN STANLEY | 28.306 $ | -184.060 $ | -86,7 % | 212.366 $ | +147.173 $ | +225,7 % | 65.193 $ | +1.512 $ | +2,4 % | |||
| Pinnacle Family Advisors, LLC | 204.789 $ | |||||||||||
| Jefferies Financial Group Inc. | 203.471 $ | |||||||||||
| Macro Advisors, Inc. | 203.124 $ | |||||||||||
| Transamerica Financial Advisors, LLC | 202.239 $ | |||||||||||
| Valtinson Bruner Financial Planning LLC | 200.520 $ | |||||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 192.596 $ | -1.041 $ | -0,5 % | 193.637 $ | -43.770 $ | -18,4 % | ||||||
| Financial Network Wealth Advisors LLC | 188.869 $ | +1.795 $ | +1,0 % | 187.074 $ | +15.371 $ | +9,0 % | 171.703 $ | |||||
| AMERIFLEX GROUP, INC. | 182.098 $ | |||||||||||
| FIFTH THIRD BANCORP | 178.352 $ | +35 $ | +0,0 % | 178.317 $ | +40.997 $ | +29,9 % | 137.320 $ | |||||
| Avior Wealth Management, LLC | 113.805 $ | -16.393 $ | -12,6 % | 130.198 $ | -42.409 $ | -24,6 % | 172.607 $ | -210.588 $ | -55,0 % | |||
| DecisionPoint Financial, LLC | 150.325 $ | -1.837 $ | -1,2 % | 152.162 $ | -21.269 $ | -12,3 % | ||||||
| Sound Income Strategies, LLC | 145.804 $ | |||||||||||
| COMERICA BANK | 142.943 $ | +3.219 $ | +2,3 % | |||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 134.901 $ | -6.926 $ | -4,9 % | 141.827 $ | +13.496 $ | +10,5 % | 128.331 $ | +105.835 $ | +470,5 % | 22.496 $ | ||
| Regatta Research & Money Management | 135.920 $ | |||||||||||
| HAZLETT, BURT & WATSON, INC. | 118.000 $ | +0 $ | +0,0 % | 118.000 $ | +1.000 $ | +0,9 % | 117.000 $ | -16.000 $ | -12,0 % | 133.000 $ | -18.000 $ | -11,9 % |
| Allworth Financial LP | 122.685 $ | +91.821 $ | +297,5 % | 30.864 $ | -44.383 $ | -59,0 % | 75.247 $ | -3.081 $ | -3,9 % | 78.328 $ | +1.764 $ | +2,3 % |
| Ashton Thomas Private Wealth, LLC | 122.069 $ | +52.046 $ | +74,3 % | 70.023 $ | +67.438 $ | +2.608,8 % | 2.585 $ | |||||
| Empirical Asset Management, LLC | 116.277 $ | |||||||||||
| Triad Wealth Partners, LLC | 106.245 $ | |||||||||||
| Physician Wealth Advisors, Inc. | 105.165 $ | +999 $ | +1,0 % | 104.166 $ | +8.559 $ | +9,0 % | 95.607 $ | |||||
| Keating Financial Advisory Services, Inc. | 94.328 $ | +7.751 $ | +9,0 % | 86.577 $ | -3.546 $ | -3,9 % | 90.123 $ | |||||
| VIMA LLC | 52.466 $ | -41.013 $ | -43,9 % | 93.479 $ | ||||||||
| IFP Advisors, Inc | 89.118 $ | +3.779 $ | +4,4 % | 85.339 $ | +8.853 $ | +11,6 % | 76.486 $ | +3.135 $ | +4,3 % | 73.351 $ | +4.209 $ | +6,1 % |
| Weaver Capital Management LLC | 78.368 $ | |||||||||||
| Dunhill Financial, LLC | 17.395 $ | -56.136 $ | -76,3 % | 73.531 $ | +59.438 $ | +421,8 % | 14.093 $ | +330 $ | +2,4 % | |||
| UBS Group AG | 71.278 $ | +66.722 $ | +1.464,5 % | 4.556 $ | -43.282 $ | -90,5 % | 47.838 $ | -144.688 $ | -75,2 % | |||
| Luminist Capital LLC | 51.594 $ | +38.368 $ | +290,1 % | 13.226 $ | -1.272.171 $ | -99,0 % | ||||||
| BFC Planning, Inc. | 50.180 $ | +4.164 $ | +9,0 % | 46.016 $ | -1.857 $ | -3,9 % | 47.873 $ | +1.119 $ | +2,4 % | |||
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 38.231 $ | -7.773 $ | -16,9 % | 46.004 $ | -1.855 $ | -3,9 % | 47.859 $ | +1.119 $ | +2,4 % | |||
| SageView Advisory Group, LLC | 44.859 $ | |||||||||||
| BLAIR WILLIAM & CO/IL | 42.882 $ | |||||||||||
| IFG Advisory, LLC | 34.722 $ | +2.853 $ | +9,0 % | 31.869 $ | ||||||||
| GeoWealth Management, LLC | 3.438 $ | -20.670 $ | -85,7 % | 24.108 $ | +7.992 $ | +49,6 % | 16.116 $ | -7.474.218 $ | -99,8 % | |||
| ASSETMARK, INC | 21.851 $ | +7.422 $ | +51,4 % | 14.429 $ | +1.186 $ | +9,0 % | 13.243 $ | +6.792 $ | +105,3 % | 6.451 $ | +146 $ | +2,3 % |
| Covestor Ltd | 21.000 $ | +0 $ | +0,0 % | 21.000 $ | +14.000 $ | +200,0 % | 7.000 $ | |||||
| MARSHALL INVESTMENT MANAGEMENT, LLC | 18.944 $ | |||||||||||
| Motiv8 Investments LLC | 16.000 $ | |||||||||||
| Ascentis Independent Advisors | 15.580 $ | +1.416 $ | +10,0 % | 14.164 $ | ||||||||
| JONES FINANCIAL COMPANIES LLLP | 3.096 $ | +1.421 $ | +84,8 % | 1.675 $ | -13.293 $ | -88,8 % | 14.968 $ | -43.834 $ | -74,5 % | |||
| Nova Financial LLC | 14.217 $ | |||||||||||
| Cape Investment Advisory, Inc. | 11.743 $ | +118 $ | +1,0 % | 11.625 $ | +535 $ | +4,8 % | 11.090 $ | |||||
| EFG International AG | 11.613 $ | |||||||||||
| Johnson Financial Group, Inc. | 11.350 $ | |||||||||||
| BlackRock, Inc. | 11.188 $ | |||||||||||
| COUNTRY TRUST BANK | 10.906 $ | +104 $ | +1,0 % | 10.802 $ | ||||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4.938 $ | +406 $ | +9,0 % | 4.532 $ | -186 $ | -3,9 % | 4.718 $ | -7.784 $ | -62,3 % | |||
| Gen-Wealth Partners Inc | 4.532 $ | |||||||||||
| Quest 10 Wealth Builders, Inc. | 4.369 $ | -44 $ | -1,0 % | 4.413 $ | +9 $ | +0,2 % | ||||||
| Archer Investment Corp | 2.103 $ | -2.063 $ | -49,5 % | 4.166 $ | +2.254 $ | +117,9 % | 1.912 $ | |||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3.745 $ | |||||||||||
| BROWN, LISLE/CUMMINGS, INC. | 3.077 $ | |||||||||||
| Latitude Advisors, LLC | 2.611 $ | |||||||||||
| Russell Investments Group, Ltd. | 1.505 $ | |||||||||||
| EXCHANGE TRADED CONCEPTS, LLC | 1.364 $ | -293 $ | -17,7 % | |||||||||
| DHJJ Financial Advisors, Ltd. | 1.208 $ | |||||||||||
| N.E.W. Advisory Services LLC | 1.085 $ | +15 $ | +1,4 % | |||||||||
| Spire Wealth Management | 1.013 $ | +10 $ | +1,0 % | 1.003 $ | ||||||||
| CITIGROUP INC | 584 $ | |||||||||||
| VANGUARD ADVISERS INC | 108 $ | +11 $ | +11,3 % | 97 $ | ||||||||
| FMR LLC | 32 $ | |||||||||||
| Beacon Capital Management, Inc. | 8 $ | +0 $ | +0,0 % | 8 $ | -7 $ | -46,7 % | 15 $ | +1 $ | +7,1 % | |||
| Total | 875.943.574 $ | -49.638.197 $ | +27,9 % | 1.988.473.152 $ | +358.365.996 $ | +549.089,5 % | 1.642.567.207 $ | +162.685.844 $ | +51,7 % | 1.481.422.087 $ | +121.093.602 $ | +457,4 % |