| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 606.263.562 $ | -327.285.260 $ | +4,4 % | 2.147.435.127 $ | -49.552.060 $ | +89,2 % | 2.199.579.060 $ | +25.277.362 $ | +71,3 % | 2.154.083.332 $ | +289.590.142 $ | +93,6 % |
| ENVESTNET ASSET MANAGEMENT INC | 149.273.010 $ | -6.329.956 $ | -4,1 % | 155.602.966 $ | +9.083.519 $ | +6,2 % | 146.519.447 $ | +34.682.971 $ | +31,0 % | |||
| Simplify Asset Management Inc. | 452.010 $ | -97.807.354 $ | -99,5 % | 98.259.364 $ | -18.396.206 $ | -15,8 % | 116.655.570 $ | +115.246.140 $ | +8.176,8 % | |||
| LPL Financial LLC | 54.689.543 $ | -19.503.181 $ | -26,3 % | 74.192.724 $ | -8.362.685 $ | -10,1 % | 82.555.409 $ | -29.204.320 $ | -26,1 % | 111.759.729 $ | +43.836.329 $ | +64,5 % |
| MML INVESTORS SERVICES, LLC | 98.343.894 $ | +16.214.313 $ | +19,7 % | 82.129.581 $ | -8.984.255 $ | -9,9 % | 91.113.836 $ | +6.855.919 $ | +8,1 % | |||
| AE Wealth Management LLC | 86.949.634 $ | +2.075.605 $ | +2,4 % | 84.874.029 $ | -4.103.337 $ | -4,6 % | 88.977.366 $ | -3.079.176 $ | -3,3 % | |||
| WELLS FARGO & COMPANY/MN | 79.956.168 $ | -2.811.291 $ | -3,4 % | 82.767.459 $ | -3.681.146 $ | -4,3 % | 86.448.605 $ | -2.966.145 $ | -3,3 % | |||
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 80.952.629 $ | +40.437.439 $ | +99,8 % | 40.515.190 $ | +6.075.014 $ | +17,6 % | 34.440.176 $ | +4.632.511 $ | +15,5 % | |||
| GenTrust, LLC | 10.156.084 $ | -57.296.465 $ | -84,9 % | 67.452.549 $ | +6.618.427 $ | +10,9 % | 60.834.122 $ | |||||
| EVERGREEN CAPITAL MANAGEMENT LLC | 1.078.618 $ | -51.575.378 $ | -98,0 % | 52.653.996 $ | -1.063.064 $ | -2,0 % | 53.717.060 $ | -7.727.621 $ | -12,6 % | 61.444.681 $ | +239.528 $ | +0,4 % |
| Edge Wealth Management LLC | 53.523.485 $ | +534.054 $ | +1,0 % | 52.989.431 $ | +2.577.512 $ | +5,1 % | 50.411.919 $ | +34.239.197 $ | +211,7 % | |||
| Ferguson Shapiro LLC | 1.660.743 $ | -9.178.086 $ | -84,7 % | 10.838.829 $ | -38.250.794 $ | -77,9 % | 49.089.623 $ | +119.254 $ | +0,2 % | 48.970.369 $ | +7.322.608 $ | +17,6 % |
| HighTower Advisors, LLC | 46.890.667 $ | +7.629.054 $ | +19,4 % | 39.261.613 $ | +3.567.941 $ | +10,0 % | 35.693.672 $ | +23.183.724 $ | +185,3 % | |||
| Watchman Group, Inc. | 817.739 $ | -43.455.865 $ | -98,2 % | 44.273.604 $ | +853.906 $ | +2,0 % | 43.419.698 $ | +1.517.897 $ | +3,6 % | 41.901.801 $ | +2.605.942 $ | +6,6 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18.259.179 $ | -4.855.382 $ | -21,0 % | 23.114.561 $ | +1.873.603 $ | +8,8 % | 21.240.958 $ | -22.255.489 $ | -51,2 % | 43.496.447 $ | -1.363.236 $ | -3,0 % |
| Hilton Capital Management, LLC | 19.566.901 $ | -22.741.332 $ | -53,8 % | 42.308.233 $ | -104.202 $ | -0,2 % | 42.412.435 $ | +294.911 $ | +0,7 % | |||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 39.855.552 $ | -1.153.982 $ | -2,8 % | 41.009.534 $ | +2.074.907 $ | +5,3 % | 38.934.627 $ | |||||
| CreativeOne Wealth, LLC | 37.779.922 $ | +3.607.793 $ | +10,6 % | 34.172.129 $ | +1.787.864 $ | +5,5 % | 32.384.265 $ | +751.782 $ | +2,4 % | |||
| FOURPATH CAPITAL MANAGEMENT, LLC | 12.004.214 $ | +2.214.874 $ | +22,6 % | 9.789.340 $ | -26.892.616 $ | -73,3 % | 36.681.956 $ | +12.255.067 $ | +50,2 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 19.010.808 $ | -8.411.022 $ | -30,7 % | 27.421.830 $ | -2.862.470 $ | -9,5 % | 30.284.300 $ | -4.172.240 $ | -12,1 % | 34.456.540 $ | +813.540 $ | +2,4 % |
| True Wealth Design, LLC | 34.446.101 $ | +17.052.422 $ | +98,0 % | 17.393.679 $ | -807.208 $ | -4,4 % | 18.200.887 $ | -463.900 $ | -2,5 % | 18.664.787 $ | +1.002.914 $ | +5,7 % |
| JANE STREET GROUP, LLC | 21.177.452 $ | -5.816.897 $ | -21,5 % | 26.994.349 $ | -5.938.176 $ | -18,0 % | 32.932.525 $ | +11.126.816 $ | +51,0 % | |||
| Mid-American Wealth Advisory Group, Inc. | 27.769.198 $ | -2.971.334 $ | -9,7 % | 30.740.532 $ | +1.097.532 $ | +3,7 % | 29.643.000 $ | +0 $ | +0,0 % | 29.643.000 $ | +1.137.598 $ | +4,0 % |
| Park Edge Advisors, LLC | 24.702.393 $ | -5.186.189 $ | -17,4 % | 29.888.582 $ | +117.906 $ | +0,4 % | 29.770.676 $ | -768.797 $ | -2,5 % | 30.539.473 $ | -3.852.078 $ | -11,2 % |
| Proficio Capital Partners LLC | 16.611.863 $ | -2.368.165 $ | -12,5 % | 18.980.028 $ | -10.160.437 $ | -34,9 % | 29.140.465 $ | +12.179.389 $ | +71,8 % | |||
| Aprio Wealth Management, LLC | 11.480.051 $ | -16.627.350 $ | -59,2 % | 28.107.401 $ | +272.336 $ | +1,0 % | 27.835.065 $ | -1.192.201 $ | -4,1 % | 29.027.266 $ | +1.491.623 $ | +5,4 % |
| Insight Wealth Strategies, LLC | 11.435.855 $ | -4.576.827 $ | -28,6 % | 16.012.682 $ | -12.557.193 $ | -44,0 % | 28.569.875 $ | +130.297 $ | +0,5 % | 28.439.578 $ | +16.644.311 $ | +141,1 % |
| L2 Asset Management, LLC | 14.484.663 $ | -13.163.893 $ | -47,6 % | 27.648.556 $ | +13.909.093 $ | +101,2 % | 13.739.463 $ | +374.458 $ | +2,8 % | |||
| Private Advisor Group, LLC | 8.176.666 $ | +1.860.021 $ | +29,4 % | 6.316.645 $ | -20.500.408 $ | -76,4 % | 26.817.053 $ | +19.834.671 $ | +284,1 % | |||
| WCG Wealth Advisors LLC | 26.598.384 $ | +5.966.407 $ | +28,9 % | 20.631.977 $ | -1.206.701 $ | -5,5 % | 21.838.678 $ | +20.896.798 $ | +2.218,6 % | |||
| Tortoise Investment Management, LLC | 25.879.957 $ | +396.265 $ | +1,6 % | 25.483.692 $ | +1.755.945 $ | +7,4 % | 23.727.747 $ | +2.665.456 $ | +12,7 % | |||
| Trek Financial, LLC | 25.496.661 $ | +25.236.716 $ | +9.708,5 % | 259.945 $ | ||||||||
| Pekin Hardy Strauss, Inc. | 20.841.262 $ | -965.821 $ | -4,4 % | 21.807.083 $ | -2.502.360 $ | -10,3 % | 24.309.443 $ | +2.201.355 $ | +10,0 % | 22.108.088 $ | +3.696.680 $ | +20,1 % |
| Altiora Financial Group, LLC | 12.098.629 $ | -7.085.389 $ | -36,9 % | 19.184.018 $ | -4.742.907 $ | -19,8 % | 23.926.925 $ | +894.109 $ | +3,9 % | |||
| Convergence Financial, LLC | 22.875.321 $ | +3.071.462 $ | +15,5 % | 19.803.859 $ | +3.247.830 $ | +19,6 % | ||||||
| Ancora Advisors LLC | 21.441.671 $ | -540.703 $ | -2,5 % | 21.982.374 $ | +3.064.839 $ | +16,2 % | 18.917.535 $ | +15.407 $ | +0,1 % | |||
| HUTCHINSON CAPITAL MANAGEMENT/CA | 19.723.294 $ | +952.630 $ | +5,1 % | 18.770.664 $ | +1.839.659 $ | +10,9 % | 16.931.005 $ | +1.302.717 $ | +8,3 % | |||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 18.901.292 $ | +4.723.382 $ | +33,3 % | 14.177.910 $ | -2.235.869 $ | -13,6 % | 16.413.779 $ | +10.561.469 $ | +180,5 % | 5.852.310 $ | +5.088.834 $ | +666,5 % |
| PEAK FINANCIAL ADVISORS LLC | 319.200 $ | -16.648.046 $ | -98,1 % | 16.967.246 $ | -1.915.147 $ | -10,1 % | 18.882.393 $ | +3.848.257 $ | +25,6 % | |||
| ALTFEST L J & CO INC | 12.578.050 $ | +2.094.350 $ | +20,0 % | 10.483.700 $ | -3.516.173 $ | -25,1 % | 13.999.873 $ | -4.690.546 $ | -25,1 % | 18.690.419 $ | +305.488 $ | +1,7 % |
| CI INVESTMENTS INC. | 18.120.328 $ | -3.019.672 $ | -14,3 % | |||||||||
| Lloyd Advisory Services, LLC. | 14.827.736 $ | -1.065.763 $ | -6,7 % | 15.893.499 $ | +15.017.624 $ | +1.714,6 % | 875.875 $ | -16.386.540 $ | -94,9 % | 17.262.415 $ | +1.837.756 $ | +11,9 % |
| Financial Enhancement Group LLC | 17.253.486 $ | +3.744.022 $ | +27,7 % | 13.509.464 $ | +4.631.959 $ | +52,2 % | 8.877.505 $ | |||||
| ROYAL BANK OF CANADA | 16.585.000 $ | -531.000 $ | -3,1 % | 17.116.000 $ | +1.606.000 $ | +10,4 % | 15.510.000 $ | +220.000 $ | +1,4 % | |||
| Morling Financial Advisors, LLC | 17.075.843 $ | +1.349.963 $ | +8,6 % | |||||||||
| Gladstone Institutional Advisory LLC | 14.417.149 $ | +363.853 $ | +2,6 % | 14.053.296 $ | -1.891.760 $ | -11,9 % | 15.945.056 $ | +834.217 $ | +5,5 % | |||
| Horizon Investments, LLC | 14.831.856 $ | +642.996 $ | +4,5 % | 14.188.860 $ | +227.142 $ | +1,6 % | ||||||
| Tidal Investments LLC | 8.526.796 $ | +2.950.280 $ | +52,9 % | 5.576.516 $ | -9.125.107 $ | -62,1 % | 14.701.623 $ | |||||
| RAYMOND JAMES FINANCIAL INC | 14.288.841 $ | +3.472.221 $ | +32,1 % | 10.816.620 $ | +3.069.462 $ | +39,6 % | 7.747.158 $ | +6.844.945 $ | +758,7 % | |||
| WealthPlan Investment Management, LLC | 13.991.259 $ | +589.656 $ | +4,4 % | 13.401.603 $ | -782.665 $ | -5,5 % | 14.184.268 $ | +8.315.574 $ | +141,7 % | 5.868.694 $ | ||
| Janney Montgomery Scott LLC | 14.103.000 $ | +3.275.000 $ | +30,2 % | 10.828.000 $ | +746.000 $ | +7,4 % | 10.082.000 $ | -1.209.000 $ | -10,7 % | |||
| Heck Capital Advisors, LLC | 6.402.984 $ | -3.109.313 $ | -32,7 % | 9.512.297 $ | -2.873.327 $ | -23,2 % | 12.385.624 $ | -1.652.018 $ | -11,8 % | 14.037.642 $ | -3.848.144 $ | -21,5 % |
| Authentikos Wealth Advisory, LLC | 13.806.986 $ | +416.346 $ | +3,1 % | 13.390.640 $ | -531.921 $ | -3,8 % | 13.922.561 $ | -2.269.197 $ | -14,0 % | |||
| BAR HARBOR WEALTH MANAGEMENT | 11.577.028 $ | -214.542 $ | -1,8 % | 11.791.570 $ | -342.402 $ | -2,8 % | 12.133.972 $ | -1.636.528 $ | -11,9 % | 13.770.500 $ | -1.794.598 $ | -11,5 % |
| Encompass More Asset Management | 823.435 $ | -12.303.387 $ | -93,7 % | 13.126.822 $ | +10.827.476 $ | +470,9 % | 2.299.346 $ | +275.552 $ | +13,6 % | 2.023.794 $ | +56.872 $ | +2,9 % |
| PRINCIPAL SECURITIES, INC. | 12.398.889 $ | -122.944 $ | -1,0 % | 12.521.833 $ | +3.530.196 $ | +39,3 % | 8.991.637 $ | +3.133.648 $ | +53,5 % | |||
| Sanctuary Advisors, LLC | 11.575.665 $ | +2.348.571 $ | +25,5 % | 9.227.094 $ | +58.936 $ | +0,6 % | 9.168.158 $ | -7.017.398 $ | -43,4 % | |||
| NewEdge Advisors, LLC | 11.414.377 $ | +6.155.440 $ | +117,0 % | 5.258.937 $ | -338.966 $ | -6,1 % | 5.597.903 $ | +452.817 $ | +8,8 % | |||
| Sky Investment Group LLC | 10.631.104 $ | |||||||||||
| CITADEL ADVISORS LLC | 8.195.485 $ | -2.372.209 $ | -22,4 % | 10.567.694 $ | +3.679.022 $ | +53,4 % | 6.888.672 $ | -307.403 $ | -4,3 % | |||
| Professional Financial Management, Inc. | 3.930.637 $ | -281.386 $ | -6,7 % | 4.212.023 $ | -6.350.284 $ | -60,1 % | 10.562.307 $ | +422.242 $ | +4,2 % | 10.140.065 $ | ||
| Ethos Financial Group, LLC | 6.651.155 $ | -3.799.234 $ | -36,4 % | 10.450.389 $ | +857.736 $ | +8,9 % | 9.592.653 $ | +2.442.821 $ | +34,2 % | |||
| Elevated Capital Advisors, LLC | 9.884.761 $ | +79.951 $ | +0,8 % | 9.804.810 $ | +772.890 $ | +8,6 % | 9.031.920 $ | -1.286.487 $ | -12,5 % | 10.318.407 $ | +957.221 $ | +10,2 % |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 10.270.510 $ | +115.871 $ | +1,1 % | 10.154.639 $ | +2.436.253 $ | +31,6 % | 7.718.386 $ | -59.211 $ | -0,8 % | |||
| Orion Porfolio Solutions, LLC | 9.282.723 $ | -951.363 $ | -9,3 % | 10.234.086 $ | +68.666 $ | +0,7 % | 10.165.420 $ | +6.411.276 $ | +170,8 % | |||
| OSAIC HOLDINGS, INC. | 9.603.004 $ | +1.382.738 $ | +16,8 % | 8.220.266 $ | -1.441.549 $ | -14,9 % | 9.661.815 $ | +5.312.972 $ | +122,2 % | |||
| CIBC WORLD MARKET INC. | 8.992.954 $ | +1.541.907 $ | +20,7 % | 7.451.047 $ | -2.092.960 $ | -21,9 % | 9.544.007 $ | +3.650.836 $ | +62,0 % | |||
| Envestnet Portfolio Solutions, Inc. | 6.196.079 $ | -948.998 $ | -13,3 % | 7.145.077 $ | -2.301.602 $ | -24,4 % | 9.446.679 $ | +4.573.101 $ | +93,8 % | |||
| Cooper Capital Advisors LLC | 9.057.275 $ | |||||||||||
| JPMORGAN CHASE & CO | 9.030.615 $ | +1.802.916 $ | +24,9 % | 7.227.699 $ | +178.029 $ | +2,5 % | 7.049.670 $ | -10.420.000 $ | -59,6 % | |||
| Ironsides Asset Advisors, LLC | 7.458.194 $ | -1.369.846 $ | -15,5 % | 8.828.040 $ | +963.599 $ | +12,3 % | 7.864.441 $ | +1.976.651 $ | +33,6 % | 5.887.790 $ | +1.726.954 $ | +41,5 % |
| COMPASS CAPITAL CORP /MA/ /ADV | 7.511.858 $ | -833.771 $ | -10,0 % | 8.345.629 $ | -306.091 $ | -3,5 % | 8.651.720 $ | +1.804.036 $ | +26,3 % | |||
| DRIVE WEALTH MANAGEMENT, LLC | 7.918.394 $ | -543.138 $ | -6,4 % | 8.461.532 $ | +171.468 $ | +2,1 % | 8.290.064 $ | +4.625.707 $ | +126,2 % | |||
| Independent Wealth Advisors LLC | 6.987.109 $ | -187.151 $ | -2,6 % | 7.174.260 $ | -425.506 $ | -5,6 % | 7.599.766 $ | -382.283 $ | -4,8 % | 7.982.049 $ | ||
| Calamos Advisors LLC | 4.871.363 $ | -240.651 $ | -4,7 % | 5.112.014 $ | -776.694 $ | -13,2 % | 5.888.708 $ | -1.988.611 $ | -25,2 % | 7.877.319 $ | +828.218 $ | +11,7 % |
| NewEdge Wealth, LLC | 7.857.629 $ | +342.778 $ | +4,6 % | 7.514.851 $ | -306.100 $ | -3,9 % | ||||||
| Broussard Financial Group LLC | 266.084 $ | -6.871.024 $ | -96,3 % | 7.137.108 $ | -717.367 $ | -9,1 % | 7.854.475 $ | +272.927 $ | +3,6 % | 7.581.548 $ | ||
| FIRST AMERICAN TRUST, FSB | 7.785.104 $ | +777.657 $ | +11,1 % | 7.007.447 $ | -319.388 $ | -4,4 % | 7.326.835 $ | -149.955 $ | -2,0 % | |||
| BANK OF MONTREAL /CAN/ | 2.175.721 $ | -5.502.499 $ | -71,7 % | 7.678.220 $ | +83.449 $ | +1,1 % | 7.594.771 $ | +942.874 $ | +14,2 % | |||
| AG Asset Advisory, LLC | 7.311.943 $ | -278.523 $ | -3,7 % | 7.590.466 $ | +87.094 $ | +1,2 % | 7.503.372 $ | |||||
| Owen LaRue, LLC | 7.425.717 $ | +3.854.285 $ | +107,9 % | 3.571.432 $ | -2.282.003 $ | -39,0 % | 5.853.435 $ | +2.770.391 $ | +89,9 % | |||
| Summit Financial, LLC | 2.646.892 $ | +801.988 $ | +43,5 % | 1.844.904 $ | -5.570.330 $ | -75,1 % | 7.415.234 $ | +2.409.971 $ | +48,1 % | |||
| Meridian Wealth Management, LLC | 6.498.915 $ | -146.176 $ | -2,2 % | 6.645.091 $ | +63.579 $ | +1,0 % | 6.581.512 $ | -780.327 $ | -10,6 % | 7.361.839 $ | +6.391.632 $ | +658,8 % |
| Steward Partners Investment Advisory, LLC | 5.628.611 $ | +379.596 $ | +7,2 % | 5.249.015 $ | -2.077.464 $ | -28,4 % | 7.326.479 $ | +664.998 $ | +10,0 % | |||
| NWAM LLC | 5.722.350 $ | -987.290 $ | -14,7 % | 6.709.640 $ | -482.052 $ | -6,7 % | 7.191.692 $ | -57.685 $ | -0,8 % | |||
| PRIVATE CLIENT SERVICES, LLC | 4.123.616 $ | -201.002 $ | -4,6 % | 4.324.618 $ | -2.391.983 $ | -35,6 % | 6.716.601 $ | -317.343 $ | -4,5 % | 7.033.944 $ | -679.803 $ | -8,8 % |
| Family Manage LLC | 6.783.624 $ | -3.758.824 $ | -35,7 % | |||||||||
| Prime Capital Investment Advisors, LLC | 508.478 $ | -6.218.821 $ | -92,4 % | 6.727.299 $ | +283.868 $ | +4,4 % | 6.443.431 $ | -221.271 $ | -3,3 % | |||
| FLAGSHIP HARBOR ADVISORS, LLC | 6.560.787 $ | -159.835 $ | -2,4 % | 6.720.622 $ | +610.715 $ | +10,0 % | 6.109.907 $ | +399.144 $ | +7,0 % | 5.710.763 $ | +73.659 $ | +1,3 % |
| ABBINGTON INVESTMENT GROUP | 5.964.178 $ | -489.824 $ | -7,6 % | 6.454.002 $ | +32.741 $ | +0,5 % | 6.421.261 $ | +2.847.513 $ | +79,7 % | |||
| LEE DANNER & BASS INC | 6.381.687 $ | -37.425 $ | -0,6 % | 6.419.112 $ | +849.156 $ | +15,2 % | 5.569.956 $ | -309.907 $ | -5,3 % | 5.879.863 $ | +1.097.932 $ | +23,0 % |
| Independent Advisor Alliance | 682.206 $ | -5.607.007 $ | -89,2 % | 6.289.213 $ | +5.837.841 $ | +1.293,4 % | 451.372 $ | |||||
| Fort Sheridan Advisors LLC | 6.245.916 $ | +327.507 $ | +5,5 % | 5.918.409 $ | +5.154.349 $ | +674,6 % | 764.060 $ | +176.757 $ | +30,1 % | |||
| Magnolia Private Wealth, LLC | 3.560.628 $ | -1.285.268 $ | -26,5 % | 4.845.896 $ | -1.330.732 $ | -21,5 % | 6.176.628 $ | -840.428 $ | -12,0 % | |||
| Mosley Wealth Management | 6.127.832 $ | +2.587.516 $ | +73,1 % | 3.540.316 $ | +3.172.358 $ | +862,2 % | 367.958 $ | -143.981 $ | -28,1 % | 511.939 $ | ||
| Cambridge Investment Research Advisors, Inc. | 6.099.000 $ | +4.003.000 $ | +191,0 % | 2.096.000 $ | +486.000 $ | +30,2 % | 1.610.000 $ | +204.000 $ | +14,5 % | 1.406.000 $ | +421.000 $ | +42,7 % |
| EVOLUTION WEALTH MANAGEMENT INC. | 6.023.825 $ | +59.529 $ | +1,0 % | 5.964.296 $ | +825.502 $ | +16,1 % | 5.138.794 $ | +215.813 $ | +4,4 % | 4.922.981 $ | +651.411 $ | +15,2 % |
| HOWARD BAILEY SECURITIES, LLC | 5.443.073 $ | -448.369 $ | -7,6 % | 5.891.442 $ | +259.038 $ | +4,6 % | 5.632.404 $ | -284.858 $ | -4,8 % | 5.917.262 $ | -1.152.845 $ | -16,3 % |
| Seneca House Advisors | 4.097.541 $ | -1.780.137 $ | -30,3 % | 5.877.678 $ | +770.540 $ | +15,1 % | 5.107.138 $ | +2.166.396 $ | +73,7 % | |||
| Cumberland Partners Ltd | 392.814 $ | -11.631 $ | -2,9 % | 404.445 $ | -5.417.759 $ | -93,1 % | 5.822.204 $ | +1.052.822 $ | +22,1 % | |||
| B.O.S.S. Retirement Advisors, LLC | 5.091.125 $ | -411.547 $ | -7,5 % | 5.502.672 $ | +297.088 $ | +5,7 % | 5.205.584 $ | -564.476 $ | -9,8 % | 5.770.060 $ | -2.379.229 $ | -29,2 % |
| Soltis Investment Advisors LLC | 4.892.531 $ | -873.283 $ | -15,1 % | 5.765.814 $ | +2.095.279 $ | +57,1 % | 3.670.535 $ | -29.972 $ | -0,8 % | 3.700.507 $ | +972.475 $ | +35,6 % |
| Breakwater Capital Group | 705.827 $ | -3.975.009 $ | -84,9 % | 4.680.836 $ | -888.113 $ | -15,9 % | 5.568.949 $ | +1.237.772 $ | +28,6 % | 4.331.177 $ | +875.556 $ | +25,3 % |
| Focus Partners Wealth | 5.463.742 $ | +275.404 $ | +5,3 % | 5.188.338 $ | +490.425 $ | +10,4 % | 4.697.913 $ | +607.518 $ | +14,9 % | |||
| Keel Point, LLC | 5.142.668 $ | +3.244.899 $ | +171,0 % | 1.897.769 $ | ||||||||
| ADAPT WEALTH ADVISORS, LLC | 4.254.814 $ | -315.360 $ | -6,9 % | 4.570.174 $ | -515.158 $ | -10,1 % | 5.085.332 $ | +2.247.768 $ | +79,2 % | |||
| SlateStone Wealth, LLC | 4.908.000 $ | -72.000 $ | -1,4 % | 4.980.000 $ | +647.000 $ | +14,9 % | 4.333.000 $ | +563.000 $ | +14,9 % | |||
| Kensington Asset Management, LLC | 4.874.132 $ | +288.191 $ | +6,3 % | |||||||||
| WEDBUSH SECURITIES INC | 3.846.000 $ | -1.010.000 $ | -20,8 % | 4.856.000 $ | +1.289.000 $ | +36,1 % | 3.567.000 $ | +281.000 $ | +8,6 % | 3.286.000 $ | +785.000 $ | +31,4 % |
| Security National Bank | 3.661.532 $ | -998.868 $ | -21,4 % | 4.660.400 $ | +226.176 $ | +5,1 % | 4.434.224 $ | +332.212 $ | +8,1 % | |||
| HOLLENCREST CAPITAL MANAGEMENT | 4.111.605 $ | -135.879 $ | -3,2 % | 4.247.484 $ | -178.271 $ | -4,0 % | 4.425.755 $ | +6.669 $ | +0,2 % | |||
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 4.393.095 $ | -18.331 $ | -0,4 % | 4.411.426 $ | +655.284 $ | +17,4 % | 3.756.142 $ | -200.816 $ | -5,1 % | 3.956.958 $ | ||
| Andina Capital Management, LLC | 565.188 $ | -24.781 $ | -4,2 % | 589.969 $ | -1.671.594 $ | -73,9 % | 2.261.563 $ | -1.997.952 $ | -46,9 % | 4.259.515 $ | -251.396 $ | -5,6 % |
| TRUIST FINANCIAL CORP | 1.977.083 $ | -2.276.716 $ | -53,5 % | 4.253.799 $ | +92.537 $ | +2,2 % | 4.161.262 $ | +329.330 $ | +8,6 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2.627.139 $ | -105.408 $ | -3,9 % | 2.732.547 $ | -1.422.124 $ | -34,2 % | 4.154.671 $ | +157.427 $ | +3,9 % | 3.997.244 $ | +158.076 $ | +4,1 % |
| Cavalier Investments, LLC | 3.995.380 $ | |||||||||||
| Advisory Services Network, LLC | 2.792.737 $ | -478.864 $ | -14,6 % | 3.271.601 $ | -578.709 $ | -15,0 % | 3.850.310 $ | +1.662.040 $ | +76,0 % | |||
| Arkadios Wealth Advisors | 3.804.304 $ | +3.648.225 $ | +2.337,4 % | 156.079 $ | ||||||||
| LifeWealth Investments, LLC | 725.380 $ | -3.037.391 $ | -80,7 % | 3.762.771 $ | -5.798 $ | -0,2 % | 3.768.569 $ | -14.445 $ | -0,4 % | 3.783.014 $ | -3.987.111 $ | -51,3 % |
| Narwhal Capital Management | 2.695.820 $ | -373.860 $ | -12,2 % | 3.069.680 $ | -563.290 $ | -15,5 % | 3.632.970 $ | -489.618 $ | -11,9 % | |||
| POM Investment Strategies, LLC | 615.404 $ | +552.809 $ | +883,2 % | 62.595 $ | -51.358 $ | -45,1 % | 113.953 $ | -3.490.037 $ | -96,8 % | 3.603.990 $ | -2.065.403 $ | -36,4 % |
| Ethic Inc. | 3.590.728 $ | |||||||||||
| GOLDMAN SACHS GROUP INC | 2.907.357 $ | -676.966 $ | -18,9 % | 3.584.323 $ | +3.282.040 $ | +1.085,8 % | 302.283 $ | -583.166 $ | -65,9 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 3.554.000 $ | +475.000 $ | +15,4 % | 3.079.000 $ | +598.000 $ | +24,1 % | 2.481.000 $ | -724.000 $ | -22,6 % | 3.205.000 $ | +990.000 $ | +44,7 % |
| Copia Wealth Management | 3.531.291 $ | +539.994 $ | +18,1 % | 2.991.297 $ | -410.710 $ | -12,1 % | 3.402.007 $ | +682.145 $ | +25,1 % | |||
| FIFTH THIRD SECURITIES, INC. | 3.454.403 $ | -34.749 $ | -1,0 % | 3.489.152 $ | +706.032 $ | +25,4 % | 2.783.120 $ | +210.370 $ | +8,2 % | 2.572.750 $ | -72.394 $ | -2,7 % |
| Cambridge Advisors Inc. | 3.474.915 $ | +112.854 $ | +3,4 % | 3.362.061 $ | +576.004 $ | +20,7 % | 2.786.057 $ | +150.470 $ | +5,7 % | 2.635.587 $ | +611.550 $ | +30,2 % |
| Hilltop Holdings Inc. | 1.209.072 $ | -2.255.766 $ | -65,1 % | 3.464.838 $ | +1.431.584 $ | +70,4 % | ||||||
| J.W. COLE ADVISORS, INC. | 3.198.981 $ | -257.354 $ | -7,4 % | 3.456.335 $ | +352.013 $ | +11,3 % | 3.104.322 $ | +3.028.707 $ | +4.005,4 % | 75.615 $ | -3.151.268 $ | -97,7 % |
| AXXCESS WEALTH MANAGEMENT, LLC | 3.407.093 $ | +621.261 $ | +22,3 % | 2.785.832 $ | ||||||||
| Visionary Wealth Advisors | 2.633.756 $ | +42.210 $ | +1,6 % | 2.591.546 $ | -133.822 $ | -4,9 % | 2.725.368 $ | -570.196 $ | -17,3 % | 3.295.564 $ | -330.831 $ | -9,1 % |
| Key Capital Management, INC | 3.228.846 $ | +154.084 $ | +5,0 % | 3.074.762 $ | +380.568 $ | +14,1 % | 2.694.194 $ | +32.719 $ | +1,2 % | 2.661.475 $ | ||
| Advisor OS, LLC | 3.228.454 $ | +1.540.502 $ | +91,3 % | 1.687.952 $ | +1.503.164 $ | +813,5 % | 184.788 $ | -21.823 $ | -10,6 % | 206.611 $ | +25.518 $ | +14,1 % |
| Beckerman Institutional, LLC | 3.222.431 $ | +13.960 $ | +0,4 % | 3.208.471 $ | +1.009.132 $ | +45,9 % | 2.199.339 $ | +2.618 $ | +0,1 % | |||
| PRIMORIS WEALTH ADVISORS, LLC | 685.150 $ | -58.703 $ | -7,9 % | 743.853 $ | -2.406.492 $ | -76,4 % | 3.150.345 $ | +2.491.569 $ | +378,2 % | |||
| SteelPeak Wealth, LLC | 3.105.414 $ | +1.515.353 $ | +95,3 % | 1.590.061 $ | ||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.695.634 $ | -374.889 $ | -12,2 % | 3.070.523 $ | +34.645 $ | +1,1 % | 3.035.878 $ | +1.911.334 $ | +170,0 % | |||
| Anchor Investment Management, LLC | 2.919.027 $ | -107.658 $ | -3,6 % | 3.026.685 $ | -38.096 $ | -1,2 % | 3.064.781 $ | +106.314 $ | +3,6 % | |||
| Belpointe Asset Management LLC | 2.188.529 $ | -831.475 $ | -27,5 % | 3.020.004 $ | +1.313.816 $ | +77,0 % | 1.706.188 $ | +258.975 $ | +17,9 % | |||
| Lifetime Wealth Management P.C. | 2.472.667 $ | -376.044 $ | -13,2 % | 2.848.711 $ | -130.196 $ | -4,4 % | 2.978.907 $ | +271.776 $ | +10,0 % | 2.707.131 $ | ||
| Crumly & Associates Inc. | 956.756 $ | -306.503 $ | -24,3 % | 1.263.259 $ | -1.709.684 $ | -57,5 % | 2.972.943 $ | +1.886.606 $ | +173,7 % | 1.086.337 $ | ||
| Gambit Capital Management, LLC | 2.971.054 $ | +2.017.601 $ | +211,6 % | 953.453 $ | +36.074 $ | +3,9 % | 917.379 $ | |||||
| Great Lakes Retirement, Inc. | 2.129.397 $ | -354.862 $ | -14,3 % | 2.484.259 $ | -117.170 $ | -4,5 % | 2.601.429 $ | -347.006 $ | -11,8 % | 2.948.435 $ | -381.649 $ | -11,5 % |
| BENJAMIN EDWARDS INC | 1.106.271 $ | -1.820.194 $ | -62,2 % | 2.926.465 $ | +109.559 $ | +3,9 % | 2.816.906 $ | -4.201 $ | -0,1 % | |||
| RiverTree Advisors, LLC | 2.884.767 $ | -1.101.092 $ | -27,6 % | |||||||||
| FIRST NATIONAL BANK SIOUX FALLS | 2.766.041 $ | +148.544 $ | +5,7 % | 2.617.497 $ | +0 $ | +0,0 % | 2.617.497 $ | +98.308 $ | +3,9 % | 2.519.189 $ | +448.293 $ | +21,6 % |
| Western Wealth Management, LLC | 2.704.173 $ | +134.058 $ | +5,2 % | 2.570.115 $ | ||||||||
| Kingsview Wealth Management, LLC | 2.696.439 $ | +35.374 $ | +1,3 % | 2.661.065 $ | +277.248 $ | +11,6 % | 2.383.817 $ | +992.006 $ | +71,3 % | |||
| STIFEL FINANCIAL CORP | 2.164.152 $ | +325.592 $ | +17,7 % | 1.838.560 $ | -843.341 $ | -31,4 % | 2.681.901 $ | |||||
| HARMONY ASSET MANAGEMENT LLC | 2.466.811 $ | -202.965 $ | -7,6 % | 2.669.776 $ | +277.834 $ | +11,6 % | 2.391.942 $ | +575.561 $ | +31,7 % | 1.816.381 $ | -82.966 $ | -4,4 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 2.633.026 $ | +2.429.970 $ | +1.196,7 % | |||||||||
| Triad Investment Management | 2.563.462 $ | -48.230 $ | -1,8 % | 2.611.692 $ | ||||||||
| Ankerstar Wealth, LLC | 64.057 $ | -528.533 $ | -89,2 % | 592.590 $ | -1.975.720 $ | -76,9 % | 2.568.310 $ | |||||
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.552.313 $ | +1.629.925 $ | +176,7 % | 922.388 $ | ||||||||
| FIRST MANHATTAN CO. LLC. | 2.453.500 $ | -19.500 $ | -0,8 % | 2.473.000 $ | -47.500 $ | -1,9 % | 2.520.500 $ | +3.000 $ | +0,1 % | |||
| CWM, LLC | 884.260 $ | -1.410.740 $ | -61,5 % | 2.295.000 $ | +702.000 $ | +44,1 % | ||||||
| Continuum Advisory, LLC | 1.324.694 $ | +9.157 $ | +0,7 % | 1.315.537 $ | -928.212 $ | -41,4 % | 2.243.749 $ | -1.881.124 $ | -45,6 % | |||
| Journey Advisory Group, LLC | 2.219.766 $ | |||||||||||
| RATIONAL ADVISORS, INC. | 2.196.315 $ | |||||||||||
| Austin Wealth Management, LLC | 642.813 $ | -1.525.002 $ | -70,3 % | 2.167.815 $ | +402.964 $ | +22,8 % | 1.764.851 $ | -134.770 $ | -7,1 % | 1.899.621 $ | -219.807 $ | -10,4 % |
| Haven Private, LLC | 2.125.123 $ | +1.823 $ | +0,1 % | 2.123.300 $ | +469.416 $ | +28,4 % | 1.653.884 $ | -140.980 $ | -7,9 % | 1.794.864 $ | +421.821 $ | +30,7 % |
| HRT FINANCIAL LP | 1.598.000 $ | -517.000 $ | -24,4 % | 2.115.000 $ | +1.736.000 $ | +458,0 % | 379.000 $ | |||||
| OLD MISSION CAPITAL LLC | 1.236.204 $ | -872.176 $ | -41,4 % | 2.108.380 $ | +542.166 $ | +34,6 % | 1.566.214 $ | -1.454.370 $ | -48,1 % | |||
| Centennial Wealth Advisory LLC | 2.018.615 $ | -73.346 $ | -3,5 % | 2.091.961 $ | -2.503 $ | -0,1 % | 2.094.464 $ | +80.349 $ | +4,0 % | 2.014.115 $ | +93.603 $ | +4,9 % |
| D. E. Shaw & Co., Inc. | 2.086.069 $ | +1.388.766 $ | +199,2 % | |||||||||
| Magnus Financial Group LLC | 1.103.736 $ | -26.603 $ | -2,4 % | 1.130.339 $ | -953.457 $ | -45,8 % | 2.083.796 $ | +1.779.118 $ | +583,9 % | 304.678 $ | -54.181 $ | -15,1 % |
| Ausdal Financial Partners, Inc. | 845.455 $ | -1.209.811 $ | -58,9 % | 2.055.266 $ | -516.808 $ | -20,1 % | ||||||
| Beacon Capital Management, LLC | 516.776 $ | -315.863 $ | -37,9 % | 832.639 $ | -252.549 $ | -23,3 % | 1.085.188 $ | -908.467 $ | -45,6 % | 1.993.655 $ | -8.883.213 $ | -81,7 % |
| Patten Group, Inc. | 1.053.830 $ | -510.522 $ | -32,6 % | 1.564.352 $ | -368.396 $ | -19,1 % | 1.932.748 $ | -60.262 $ | -3,0 % | 1.993.010 $ | +296.165 $ | +17,5 % |
| One Capital Management, LLC | 1.989.762 $ | +0 $ | +0,0 % | 1.989.762 $ | +88.546 $ | +4,7 % | 1.901.216 $ | -69.418 $ | -3,5 % | |||
| GFS Advisors, LLC | 1.361.000 $ | -433.014 $ | -24,1 % | 1.794.014 $ | -166.175 $ | -8,5 % | 1.960.189 $ | +710.058 $ | +56,8 % | 1.250.131 $ | +458.829 $ | +58,0 % |
| FSA Advisors, Inc. | 1.872.052 $ | +268.649 $ | +16,8 % | 1.603.403 $ | -185.049 $ | -10,3 % | 1.788.452 $ | |||||
| Maridea Wealth Management LLC | 1.865.386 $ | +509.918 $ | +37,6 % | 1.355.468 $ | +681.327 $ | +101,1 % | 674.141 $ | +388.639 $ | +136,1 % | |||
| RFG Advisory, LLC | 1.499.485 $ | -361.818 $ | -19,4 % | 1.861.303 $ | +203.363 $ | +12,3 % | ||||||
| Almanack Investment Partners, LLC. | 699.030 $ | -1.157.017 $ | -62,3 % | 1.856.047 $ | +1.429.042 $ | +334,7 % | 427.005 $ | +177.584 $ | +71,2 % | |||
| INTEGRITY ALLIANCE, LLC. | 1.856.004 $ | |||||||||||
| KENNEDY INVESTMENT GROUP, INC. | 1.832.012 $ | +166.975 $ | +10,0 % | 1.665.037 $ | +1.265.965 $ | +317,2 % | 399.072 $ | |||||
| Legacy Wealth Managment, LLC/ID | 718.525 $ | -814.023 $ | -53,1 % | 1.532.548 $ | -259.426 $ | -14,5 % | 1.791.974 $ | -149.952 $ | -7,7 % | |||
| Integrated Wealth Management | 1.570.583 $ | -108.849 $ | -6,5 % | 1.679.432 $ | +130.001 $ | +8,4 % | 1.549.431 $ | -107.598 $ | -6,5 % | 1.657.029 $ | ||
| Dakota Wealth Management | 1.658.076 $ | |||||||||||
| Aegis Wealth Management, Inc. | 1.390.339 $ | -140.576 $ | -9,2 % | 1.530.915 $ | +46.804 $ | +3,2 % | 1.484.111 $ | -170.705 $ | -10,3 % | 1.654.816 $ | ||
| Flagship Private Wealth, LLC | 855.507 $ | -90.306 $ | -9,5 % | 945.813 $ | -692.617 $ | -42,3 % | 1.638.430 $ | |||||
| MORGAN STANLEY | 1.197.220 $ | +13.402 $ | +1,1 % | 1.183.818 $ | -438.356 $ | -27,0 % | 1.622.174 $ | +747.809 $ | +85,5 % | |||
| SILVER OAK SECURITIES, INCORPORATED | 1.603.595 $ | +259.130 $ | +19,3 % | 1.344.465 $ | +68.095 $ | +5,3 % | 1.276.370 $ | -56.855 $ | -4,3 % | |||
| Citizens National Bank Trust Department | 1.573.755 $ | +26.038 $ | +1,7 % | 1.547.717 $ | +4.713 $ | +0,3 % | 1.543.004 $ | -57.463 $ | -3,6 % | 1.600.467 $ | +222.236 $ | +16,1 % |
| Fortis Group Advisors, LLC | 1.551.862 $ | +1.212.769 $ | +357,7 % | 339.093 $ | +34.551 $ | +11,3 % | 304.542 $ | -12.647 $ | -4,0 % | 317.189 $ | ||
| Exit Wealth Advisors, LLC. | 1.542.236 $ | +927.498 $ | +150,9 % | 614.738 $ | ||||||||
| B. Riley Wealth Advisors, Inc. | 1.521.204 $ | +1.009.242 $ | +197,1 % | |||||||||
| Centennial Advisors, LLC | 1.322.767 $ | -172.004 $ | -11,5 % | 1.494.771 $ | +107.389 $ | +7,7 % | 1.387.382 $ | -122.705 $ | -8,1 % | 1.510.087 $ | ||
| Cetera Investment Advisers | 310.150 $ | +106.117 $ | +52,0 % | 204.033 $ | -1.286.065 $ | -86,3 % | 1.490.098 $ | +24.337 $ | +1,7 % | |||
| Ameritas Advisory Services, LLC | 1.446.944 $ | -181.854 $ | -11,2 % | |||||||||
| Longview Financial Advisors, Inc. | 1.128.857 $ | -56.162 $ | -4,7 % | 1.185.019 $ | -234.768 $ | -16,5 % | 1.419.787 $ | -18.042 $ | -1,3 % | 1.437.829 $ | +16.148 $ | +1,1 % |
| TOUNJIAN ADVISORY PARTNERS, LLC | 1.269.754 $ | -162.110 $ | -11,3 % | 1.431.864 $ | ||||||||
| STEPHENS INC /AR/ | 316.568 $ | -976.295 $ | -75,5 % | 1.292.863 $ | -131.482 $ | -9,2 % | 1.424.345 $ | -1.095.741 $ | -43,5 % | |||
| IHT Wealth Management, LLC | 1.076.870 $ | -340.503 $ | -24,0 % | 1.417.373 $ | +78.204 $ | +5,8 % | 1.339.169 $ | +63.176 $ | +5,0 % | |||
| Rockefeller Capital Management L.P. | 1.150.783 $ | -245.569 $ | -17,6 % | 1.396.352 $ | +1.195.267 $ | +594,4 % | 201.085 $ | +150.735 $ | +299,4 % | |||
| SMITH, MOORE & CO. | 1.394.728 $ | +115.115 $ | +9,0 % | 1.279.613 $ | +142.609 $ | +12,5 % | 1.137.004 $ | +66.890 $ | +6,3 % | |||
| Compound Planning, Inc. | 637.718 $ | -189.891 $ | -22,9 % | 827.609 $ | -429.266 $ | -34,2 % | 1.256.875 $ | -99.902 $ | -7,4 % | 1.356.777 $ | -329.931 $ | -19,6 % |
| BayBridge Capital Group, LLC | 1.350.971 $ | +813.551 $ | +151,4 % | 537.420 $ | +309.887 $ | +136,2 % | 227.533 $ | +0 $ | +0,0 % | 227.533 $ | +8.925 $ | +4,1 % |
| MATHER GROUP, LLC. | 820.418 $ | +19.156 $ | +2,4 % | 801.262 $ | -540.064 $ | -40,3 % | 1.341.326 $ | |||||
| Ignite Planners, LLC | 1.297.067 $ | +471.796 $ | +57,2 % | 825.271 $ | +651.775 $ | +375,7 % | 173.496 $ | -9.083 $ | -5,0 % | 182.579 $ | ||
| WealthPLAN Partners, LLC | 1.290.249 $ | +303.206 $ | +30,7 % | 987.043 $ | +403.959 $ | +69,3 % | 583.084 $ | +90.125 $ | +18,3 % | 492.959 $ | ||
| IEQ CAPITAL, LLC | 1.287.892 $ | -28.193 $ | -2,1 % | |||||||||
| CAPTRUST FINANCIAL ADVISORS | 1.165.033 $ | -85.668 $ | -6,8 % | 1.250.701 $ | -15.990 $ | -1,3 % | 1.266.691 $ | -151.925 $ | -10,7 % | |||
| Farther Finance Advisors, LLC | 252.075 $ | -375.973 $ | -59,9 % | 628.048 $ | -21.019 $ | -3,2 % | 649.067 $ | -606.615 $ | -48,3 % | 1.255.682 $ | +164.436 $ | +15,1 % |
| Whalen Wealth Management Inc. | 1.246.132 $ | -4.595.038 $ | -78,7 % | |||||||||
| Nicht ausgewiesen | 788.038 $ | -372.612 $ | -32,1 % | 1.160.650 $ | -56.706 $ | -4,7 % | 1.217.356 $ | -356.672 $ | -22,7 % | |||
| GK Wealth Management LLC | 822.820 $ | -386.664 $ | -32,0 % | 1.209.484 $ | +252.131 $ | +26,3 % | 957.353 $ | -293.949 $ | -23,5 % | |||
| Golden Reserve Retirement LLC | 1.118.063 $ | -79.460 $ | -6,6 % | 1.197.523 $ | +556.484 $ | +86,8 % | 641.039 $ | +359.081 $ | +127,4 % | 281.958 $ | ||
| Nautilus Advisors LLC | 426.292 $ | -144.621 $ | -25,3 % | 570.913 $ | -64.451 $ | -10,1 % | 635.364 $ | -533.511 $ | -45,6 % | 1.168.875 $ | +182.321 $ | +18,5 % |
| Retirement Planning Group, LLC | 1.145.079 $ | +12.712 $ | +1,1 % | 1.132.367 $ | +253.660 $ | +28,9 % | 878.707 $ | -37.080 $ | -4,0 % | 915.787 $ | +62.229 $ | +7,3 % |
| TD Waterhouse Canada Inc. | 1.141.775 $ | +103.193 $ | +9,9 % | 1.038.582 $ | +307.942 $ | +42,1 % | 730.640 $ | +207.833 $ | +39,8 % | |||
| Sequoia Financial Advisors, LLC | 1.098.727 $ | -30.004 $ | -2,7 % | 1.128.731 $ | +569.846 $ | +102,0 % | ||||||
| StoneX Group Inc. | 1.110.909 $ | +798.149 $ | +255,2 % | 312.760 $ | ||||||||
| Spire Wealth Management | 776.216 $ | -308.231 $ | -28,4 % | 1.084.447 $ | -8.619 $ | -0,8 % | 1.093.066 $ | |||||
| Hegarty Advisors, LLC | 928.770 $ | -88.780 $ | -8,7 % | 1.017.550 $ | -70.908 $ | -6,5 % | 1.088.458 $ | +742.037 $ | +214,2 % | 346.421 $ | ||
| Prosperity Wealth Management, Inc. | 1.073.353 $ | -56.421 $ | -5,0 % | |||||||||
| TWO SIGMA INVESTMENTS, LP | 1.065.060 $ | |||||||||||
| Tactive Advisors, LLC | 597.600 $ | -238.185 $ | -28,5 % | 835.785 $ | -51.748 $ | -5,8 % | 887.533 $ | -176.332 $ | -16,6 % | 1.063.865 $ | -1.006.084 $ | -48,6 % |
| Fiduciary Alliance LLC | 992.873 $ | -25.203 $ | -2,5 % | 1.018.076 $ | +53.345 $ | +5,5 % | 964.731 $ | -94.172 $ | -8,9 % | 1.058.903 $ | -307.249 $ | -22,5 % |
| Knights of Columbus Asset Advisors LLC | 569.817 $ | -473.313 $ | -45,4 % | 1.043.130 $ | +620.099 $ | +146,6 % | 423.031 $ | -558.099 $ | -56,9 % | 981.130 $ | +1.168 $ | +0,1 % |
| ENTREWEALTH, LLC | 1.031.860 $ | +500.653 $ | +94,2 % | 531.207 $ | ||||||||
| Worth Asset Management, LLC | 564.592 $ | -467.043 $ | -45,3 % | 1.031.635 $ | +582.370 $ | +129,6 % | ||||||
| Straight Path Wealth Management | 843.955 $ | -99.839 $ | -10,6 % | 943.794 $ | -39.576 $ | -4,0 % | 983.370 $ | -30.054 $ | -3,0 % | 1.013.424 $ | -234.618 $ | -18,8 % |
| WMG Financial Advisors, LLC | 1.009.172 $ | +707.198 $ | +234,2 % | |||||||||
| Stratos Wealth Advisors, LLC | 987.864 $ | +138.715 $ | +16,3 % | 849.149 $ | -11.768 $ | -1,4 % | 860.917 $ | +561.383 $ | +187,4 % | |||
| GREENBERG FINANCIAL GROUP | 984.765 $ | +657.840 $ | +201,2 % | |||||||||
| Networth Advisors, LLC | 981.797 $ | +93.234 $ | +10,5 % | 888.563 $ | +127.144 $ | +16,7 % | 761.419 $ | -7.697 $ | -1,0 % | 769.116 $ | ||
| GTS SECURITIES LLC | 980.911 $ | |||||||||||
| BOS Asset Management, LLC | 978.714 $ | +236.175 $ | +31,8 % | 742.539 $ | +883 $ | +0,1 % | ||||||
| Kingdom Financial Group LLC. | 773.635 $ | -81.825 $ | -9,6 % | 855.460 $ | -20.415 $ | -2,3 % | 875.875 $ | -97.682 $ | -10,0 % | 973.557 $ | +438.721 $ | +82,0 % |
| Legacy Wealth Advisors, LLC | 940.676 $ | -7.184 $ | -0,8 % | 947.860 $ | -17.905 $ | -1,9 % | 965.765 $ | |||||
| Csenge Advisory Group | 463.692 $ | -206.680 $ | -30,8 % | 670.372 $ | -247.052 $ | -26,9 % | 917.424 $ | -47.986 $ | -5,0 % | 965.410 $ | -20.304 $ | -2,1 % |
| LEVEL FOUR ADVISORY SERVICES, LLC | 784.884 $ | -179.929 $ | -18,6 % | 964.813 $ | ||||||||
| Corient Private Wealth LP | 963.561 $ | +248.005 $ | +34,7 % | 715.556 $ | ||||||||
| Discipline Wealth Solutions, LLC | 784.422 $ | +84.801 $ | +12,1 % | 699.621 $ | +162.339 $ | +30,2 % | 537.282 $ | -423.255 $ | -44,1 % | 960.537 $ | +142.306 $ | +17,4 % |
| Sigma Planning Corp | 960.466 $ | +30.315 $ | +3,3 % | 930.151 $ | +85.044 $ | +10,1 % | 845.107 $ | -70.398 $ | -7,7 % | 915.505 $ | +68.559 $ | +8,1 % |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 940.570 $ | +517.630 $ | +122,4 % | |||||||||
| WESPAC Advisors, LLC | 428.113 $ | -146.570 $ | -25,5 % | 574.683 $ | -352.646 $ | -38,0 % | 927.329 $ | -242.344 $ | -20,7 % | |||
| Regatta Research & Money Management | 914.459 $ | |||||||||||
| Blackston Financial Advisory Group, LLC | 883.930 $ | -25.797 $ | -2,8 % | 909.727 $ | +97.525 $ | +12,0 % | 812.202 $ | +4.102 $ | +0,5 % | 808.100 $ | +79.911 $ | +11,0 % |
| FLOW TRADERS U.S. LLC | 617.000 $ | -196.000 $ | -24,1 % | 813.000 $ | -91.000 $ | -10,1 % | 904.000 $ | |||||
| MOODY NATIONAL BANK TRUST DIVISION | 870.868 $ | |||||||||||
| BANK OF AMERICA CORP /DE/ | 852.388 $ | +620.816 $ | +268,1 % | 231.572 $ | -4.448 $ | -1,9 % | 236.020 $ | +281 $ | +0,1 % | |||
| Claris Financial LLC | 807.283 $ | -44.184 $ | -5,2 % | 851.467 $ | -307.054 $ | -26,5 % | ||||||
| IFG Advisory, LLC | 830.252 $ | |||||||||||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 827.975 $ | +10.733 $ | +1,3 % | 817.242 $ | ||||||||
| HB Wealth Management, LLC | 792.759 $ | -24.609 $ | -3,0 % | 817.368 $ | +9.222 $ | +1,1 % | 808.146 $ | |||||
| Concurrent Investment Advisors, LLC | 803.850 $ | |||||||||||
| JT Stratford LLC | 776.893 $ | +122.595 $ | +18,7 % | 654.298 $ | ||||||||
| Venturi Wealth Management, LLC | 518.621 $ | -9.020 $ | -1,7 % | 527.641 $ | -246.007 $ | -31,8 % | 773.648 $ | -25.759 $ | -3,2 % | |||
| Mutual Advisors, LLC | 747.187 $ | +442.234 $ | +145,0 % | 304.953 $ | -21.263 $ | -6,5 % | 326.216 $ | -1.110.976 $ | -77,3 % | |||
| Blue Water Asset Management | 726.144 $ | -12.362 $ | -1,7 % | 738.506 $ | +444.707 $ | +151,4 % | 293.799 $ | -25.082 $ | -7,9 % | 318.881 $ | ||
| SMART Wealth LLC | 364.332 $ | -352.930 $ | -49,2 % | 717.262 $ | -18.315 $ | -2,5 % | 735.577 $ | -26.136 $ | -3,4 % | |||
| Keeler Thomas Management LLC | 726.557 $ | +46.594 $ | +6,9 % | 679.963 $ | ||||||||
| WealthCare Asset Management, LLC | 360.807 $ | -359.989 $ | -49,9 % | 720.796 $ | +362.256 $ | +101,0 % | 358.540 $ | |||||
| Sharp Wealth Advisory, LLC | 709.798 $ | +265.153 $ | +59,6 % | 444.645 $ | +182.513 $ | +69,6 % | 262.132 $ | +20.452 $ | +8,5 % | |||
| EVOKE WEALTH, LLC | 697.267 $ | |||||||||||
| Tranquilli Financial Advisor LLC | 666.622 $ | -20.769 $ | -3,0 % | 687.391 $ | -9.957 $ | -1,4 % | ||||||
| NATIONAL BANK OF CANADA /FI/ | 685.630 $ | +612.414 $ | +836,4 % | 73.216 $ | +15.146 $ | +26,1 % | 58.070 $ | +3.289 $ | +6,0 % | |||
| Quantinno Capital Management LP | 684.872 $ | +19.807 $ | +3,0 % | 665.065 $ | ||||||||
| INSIGNEO ADVISORY SERVICES, LLC | 672.806 $ | +82.899 $ | +14,1 % | 589.907 $ | -46.890 $ | -7,4 % | 636.797 $ | -4.055 $ | -0,6 % | |||
| Advisor Resource Council | 535.213 $ | -135.890 $ | -20,2 % | 671.103 $ | +45.649 $ | +7,3 % | 625.454 $ | +16.854 $ | +2,8 % | 608.600 $ | ||
| Cooper Financial Group | 605.927 $ | -28.180 $ | -4,4 % | 634.107 $ | -6.605 $ | -1,0 % | 640.712 $ | -27.922 $ | -4,2 % | 668.634 $ | ||
| Accelerate Investment Advisors LLC | 642.225 $ | -19.936 $ | -3,0 % | 662.161 $ | +7.471 $ | +1,1 % | 654.690 $ | |||||
| 4WEALTH ADVISORS, INC. | 393.990 $ | -38.174 $ | -8,8 % | 432.164 $ | -40.852 $ | -8,6 % | 473.016 $ | -174.379 $ | -26,9 % | 647.395 $ | -16.863 $ | -2,5 % |
| NORDEN GROUP LLC | 636.599 $ | +22.174 $ | +3,6 % | 614.425 $ | ||||||||
| STEINBERGANNA WEALTH MANAGEMENT | 272.584 $ | -353.530 $ | -56,5 % | 626.114 $ | -9.102 $ | -1,4 % | 635.216 $ | +11.883 $ | +1,9 % | |||
| Kestra Advisory Services, LLC | 375.491 $ | -27.334 $ | -6,8 % | 402.825 $ | +11.389 $ | +2,9 % | 391.436 $ | -243.370 $ | -38,3 % | 634.806 $ | +235.197 $ | +58,9 % |
| Pathstone Holdings, LLC | 617.078 $ | |||||||||||
| GKV Capital Management Co., Inc. | 616.990 $ | |||||||||||
| Stirlingshire Investments, Inc. | 162.813 $ | -177.387 $ | -52,1 % | 340.200 $ | -262.436 $ | -43,5 % | 602.636 $ | |||||
| Professional Financial Advisors, LLC | 574.947 $ | +21.678 $ | +3,9 % | |||||||||
| Equitable Holdings, Inc. | 570.245 $ | +592 $ | +0,1 % | 569.653 $ | +198.511 $ | +53,5 % | ||||||
| PARTNERS WEALTH MANAGEMENT, LLC | 559.562 $ | |||||||||||
| Sollinda Capital Management LLC | 557.374 $ | -3.549 $ | -0,6 % | |||||||||
| BAM Wealth Management, LLC | 246.659 $ | -299.294 $ | -54,8 % | 545.953 $ | +207.696 $ | +61,4 % | 338.257 $ | -498 $ | -0,1 % | 338.755 $ | +120.538 $ | +55,2 % |
| Avidian Wealth Enterprises, LLC | 476.537 $ | -68.964 $ | -12,6 % | 545.501 $ | -13.669 $ | -2,4 % | ||||||
| Synergy Asset Management, LLC | 499.409 $ | -40.313 $ | -7,5 % | 539.722 $ | ||||||||
| PFG Investments, LLC | 535.448 $ | +9.010 $ | +1,7 % | 526.438 $ | -3.946 $ | -0,7 % | 530.384 $ | +86.267 $ | +19,4 % | |||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 528.722 $ | |||||||||||
| Diversify Advisory Services, LLC | 528.722 $ | |||||||||||
| STRATEGY ASSET MANAGERS LLC | 486.244 $ | -24.034 $ | -4,7 % | 510.278 $ | +7.194 $ | +1,4 % | 503.084 $ | -20.024 $ | -3,8 % | 523.108 $ | +46.115 $ | +9,7 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 515.057 $ | |||||||||||
| McCartney Wealth Management LLC | 450.390 $ | +55.494 $ | +14,1 % | 394.896 $ | -104.020 $ | -20,8 % | 498.916 $ | |||||
| Essex Financial Services, Inc. | 496.340 $ | |||||||||||
| Mill Creek Capital Advisors, LLC | 425.526 $ | -70.400 $ | -14,2 % | 495.926 $ | -430.066 $ | -46,4 % | ||||||
| Vident Advisory, LLC | 489.670 $ | +52.048 $ | +11,9 % | 437.622 $ | ||||||||
| IFP Advisors, Inc | 337.913 $ | -6.381 $ | -1,9 % | 344.294 $ | -134.627 $ | -28,1 % | 478.921 $ | +64.971 $ | +15,7 % | 413.950 $ | +204.779 $ | +97,9 % |
| Montgomery Financial Services LLC | 424.576 $ | -48.422 $ | -10,2 % | 472.998 $ | ||||||||
| Fortis Capital Advisors, LLC | 467.769 $ | +38.707 $ | +9,0 % | 429.062 $ | ||||||||
| Legacy PCG, LLC | 447.121 $ | -17.163 $ | -3,7 % | 464.284 $ | ||||||||
| Revisor Wealth Management LLC | 339.711 $ | -112.073 $ | -24,8 % | 451.784 $ | +89.966 $ | +24,9 % | 361.818 $ | +66.688 $ | +22,6 % | 295.130 $ | ||
| PARK AVENUE SECURITIES LLC | 309.000 $ | -19.000 $ | -5,8 % | 328.000 $ | -123.000 $ | -27,3 % | 451.000 $ | |||||
| Mount Lucas Management LP | 431.266 $ | -13.794 $ | -3,1 % | 445.060 $ | +45.886 $ | +11,5 % | 399.174 $ | -98.398 $ | -19,8 % | |||
| MGO ONE SEVEN LLC | 412.331 $ | -24.658 $ | -5,6 % | 436.989 $ | +101.727 $ | +30,3 % | 335.262 $ | -719 $ | -0,2 % | 335.981 $ | ||
| LaSalle St. Investment Advisors, LLC | 369.543 $ | -36.173 $ | -8,9 % | 405.716 $ | -23.284 $ | -5,4 % | 429.000 $ | +138.000 $ | +47,4 % | |||
| Advocacy Wealth Management, LLC | 365.719 $ | -8.396 $ | -2,2 % | 374.115 $ | -45.397 $ | -10,8 % | 419.512 $ | -16.720 $ | -3,8 % | |||
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 289.023 $ | -15.947 $ | -5,2 % | 304.970 $ | -42.239 $ | -12,2 % | 347.209 $ | -60.608 $ | -14,9 % | 407.817 $ | +194.836 $ | +91,5 % |
| HBK Sorce Advisory LLC | 406.280 $ | -1.460 $ | -0,4 % | 407.740 $ | ||||||||
| KINGSWOOD WEALTH ADVISORS, LLC | 387.547 $ | -19.145 $ | -4,7 % | 406.692 $ | +9.133 $ | +2,3 % | 397.559 $ | -7.637 $ | -1,9 % | 405.196 $ | +88.595 $ | +28,0 % |
| VALEN PRIVATE CAPITAL, LLC | 379.258 $ | |||||||||||
| Arax Advisory Partners | 222.854 $ | -116.262 $ | -34,3 % | 339.116 $ | -16.903 $ | -4,7 % | 356.019 $ | |||||
| CWC Advisors, LLC. | 227.166 $ | -72.898 $ | -24,3 % | 300.064 $ | -8.460 $ | -2,7 % | 308.524 $ | -45.166 $ | -12,8 % | 353.690 $ | +8.844 $ | +2,6 % |
| Realta Investment Advisors | 259.466 $ | -92.819 $ | -26,3 % | 352.285 $ | +6.309 $ | +1,8 % | 345.976 $ | |||||
| Atlas Brown,Inc. | 324.982 $ | -16.055 $ | -4,7 % | 341.037 $ | -2.710 $ | -0,8 % | 343.747 $ | -6.603 $ | -1,9 % | 350.350 $ | +417 $ | +0,1 % |
| Trajan Wealth LLC | 311.261 $ | +51 $ | +0,0 % | 311.210 $ | -37.939 $ | -10,9 % | 349.149 $ | -61.723 $ | -15,0 % | |||
| Dynamic Advisor Solutions LLC | 338.954 $ | +245 $ | +0,1 % | 338.709 $ | +41.733 $ | +14,1 % | 296.976 $ | -23.606 $ | -7,4 % | 320.582 $ | -18.139 $ | -5,4 % |
| Guild Investment Management, Inc. | 336.924 $ | |||||||||||
| GRIFFIN ASSET MANAGEMENT, INC. | 335.659 $ | +63.492 $ | +23,3 % | |||||||||
| LANARK FINANCIAL, INC. | 328.448 $ | +40.879 $ | +14,2 % | 287.569 $ | +196.712 $ | +216,5 % | 90.857 $ | +34.050 $ | +59,9 % | 56.807 $ | ||
| IMC-Chicago, LLC | 325.131 $ | |||||||||||
| SIMPLEX TRADING, LLC | 14.679 $ | -63.395 $ | -81,2 % | 78.074 $ | -245.344 $ | -75,9 % | 323.418 $ | +133.418 $ | +70,2 % | |||
| Fielder Capital Group LLC | 322.205 $ | |||||||||||
| Lido Advisors, LLC | 301.214 $ | -19.636 $ | -6,1 % | 320.850 $ | +1.044 $ | +0,3 % | ||||||
| COMERICA BANK | 320.204 $ | +179 $ | +0,1 % | |||||||||
| Belvedere Trading LLC | 319.118 $ | -1.611.814 $ | -83,5 % | |||||||||
| FIFTH THIRD BANCORP | 259.088 $ | -24.144 $ | -8,5 % | 283.232 $ | -29.850 $ | -9,5 % | 313.082 $ | |||||
| Cauble & Harre Wealth Management, Inc. | 304.263 $ | |||||||||||
| PRIVATE TRUST CO NA | 193.653 $ | +52.407 $ | +37,1 % | 141.246 $ | +74.262 $ | +110,9 % | 66.984 $ | -236.538 $ | -77,9 % | 303.522 $ | +166.772 $ | +122,0 % |
| Wealthcare Advisory Partners LLC | 303.205 $ | +6.359 $ | +2,1 % | 296.846 $ | +12.894 $ | +4,5 % | 283.952 $ | +9.111 $ | +3,3 % | 274.841 $ | +5.135 $ | +1,9 % |
| Trust Point Inc. | 302.728 $ | |||||||||||
| Kathmere Capital Management, LLC | 301.345 $ | -1.919 $ | -0,6 % | |||||||||
| Welch Group, LLC | 300.706 $ | +25.332 $ | +9,2 % | 275.374 $ | +6.178 $ | +2,3 % | 269.196 $ | |||||
| LeClair Wealth Partners LLC | 293.799 $ | |||||||||||
| South Shore Capital Advisors | 292.800 $ | |||||||||||
| Collaborative Wealth Managment Inc. | 290.924 $ | -302.708 $ | -51,0 % | |||||||||
| Clarity Financial LLC | 204.863 $ | -6.770 $ | -3,2 % | 211.633 $ | -79.239 $ | -27,2 % | 290.872 $ | |||||
| SFI Advisors, LLC | 290.059 $ | +345 $ | +0,1 % | |||||||||
| KPP Advisory Services LLC | 278.515 $ | -9.205 $ | -3,2 % | 287.720 $ | ||||||||
| FOUNDERS FINANCIAL SECURITIES LLC | 283.973 $ | +8.634 $ | +3,1 % | 275.339 $ | +780 $ | +0,3 % | ||||||
| Pathway Financial Advisors LLC | 283.387 $ | +2.273 $ | +0,8 % | |||||||||
| LANE BROTHERS & CO INC | 279.418 $ | +39.947 $ | +16,7 % | 239.471 $ | ||||||||
| Fiscal Wisdom Wealth Management, LLC | 275.955 $ | |||||||||||
| Brookwood Investment Group LLC | 274.122 $ | |||||||||||
| Seelaus Asset Management LLC | 219.445 $ | -30.469 $ | -12,2 % | 249.914 $ | -21.028 $ | -7,8 % | 270.942 $ | +2.660 $ | +1,0 % | 268.282 $ | +22.222 $ | +9,0 % |
| Wedmont Private Capital | 270.125 $ | +375 $ | +0,1 % | |||||||||
| UBS Group AG | 129.792 $ | -136.684 $ | -51,3 % | 266.476 $ | +244.736 $ | +1.125,7 % | 21.740 $ | +18.380 $ | +547,0 % | |||
| MAI Capital Management | 218.262 $ | +30.607 $ | +16,3 % | 187.655 $ | -75.865 $ | -28,8 % | 263.520 $ | +132.392 $ | +101,0 % | |||
| MFG Investments, LLC | 255.570 $ | |||||||||||
| Vigilare Wealth Management | 254.873 $ | +303 $ | +0,1 % | |||||||||
| MBA Advisors LLC | 248.385 $ | +1.970 $ | +0,8 % | 246.415 $ | -5.507 $ | -2,2 % | 251.922 $ | |||||
| Vawter Financial, Ltd. | 244.123 $ | -1.941 $ | -0,8 % | 246.064 $ | -4.726 $ | -1,9 % | 250.790 $ | |||||
| WHITTIER TRUST CO | 243.584 $ | -1.820 $ | -0,7 % | 245.404 $ | -4.312 $ | -1,7 % | 249.716 $ | +270 $ | +0,1 % | |||
| Decker Retirement Planning Inc. | 232.149 $ | -16.882 $ | -6,8 % | 249.031 $ | +71.621 $ | +40,4 % | 177.410 $ | -35.505 $ | -16,7 % | 212.915 $ | -339.541 $ | -61,5 % |
| Wellment Financial | 215.476 $ | -30.441 $ | -12,4 % | 245.917 $ | -2.662 $ | -1,1 % | 248.579 $ | +1.623 $ | +0,7 % | 246.956 $ | -80.722 $ | -24,6 % |
| Luminist Capital LLC | 247.821 $ | +142.701 $ | +135,8 % | 105.120 $ | +11.284 $ | +12,0 % | 93.836 $ | -284.994 $ | -75,2 % | |||
| Caerus Investment Advisors, LLC | 236.076 $ | |||||||||||
| Osbon Capital Management LLC | 235.726 $ | |||||||||||
| Astoria Portfolio Advisors LLC. | 233.259 $ | |||||||||||
| Geneos Wealth Management Inc. | 229.961 $ | +200.131 $ | +670,9 % | 29.830 $ | -1.591 $ | -5,1 % | 31.421 $ | -2.206 $ | -6,6 % | |||
| North Forty Two & Co. | 223.880 $ | -3.190 $ | -1,4 % | 227.070 $ | ||||||||
| Triumph Capital Management | 129.733 $ | -76.440 $ | -37,1 % | 206.173 $ | -12.366 $ | -5,7 % | 218.539 $ | -7.880 $ | -3,5 % | 226.419 $ | +9.645 $ | +4,4 % |
| BRIGHTON JONES LLC | 217.921 $ | -5.577 $ | -2,5 % | 223.498 $ | -5.096 $ | -2,2 % | ||||||
| Koshinski Asset Management, Inc. | 219.793 $ | +13.182 $ | +6,4 % | 206.611 $ | +25.518 $ | +14,1 % | ||||||
| OPPENHEIMER & CO INC | 219.563 $ | |||||||||||
| AQR CAPITAL MANAGEMENT LLC | 217.935 $ | |||||||||||
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 213.511 $ | |||||||||||
| GROUP ONE TRADING LLC | 207.089 $ | +16.366 $ | +8,6 % | 190.723 $ | +58.823 $ | +44,6 % | 131.900 $ | -329.666 $ | -71,4 % | |||
| Harbour Capital Advisors, LLC | 205.688 $ | |||||||||||
| Strive Financial Group ,LLC | 137.068 $ | -45.932 $ | -25,1 % | 183.000 $ | -20.187 $ | -9,9 % | 203.187 $ | |||||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 202.786 $ | +1.146 $ | +0,6 % | 201.640 $ | ||||||||
| OneAscent Family Office, LLC | 200.657 $ | -865 $ | -0,4 % | 201.522 $ | ||||||||
| EVOLVE PRIVATE WEALTH, LLC | 201.281 $ | |||||||||||
| Quest 10 Wealth Builders, Inc. | 49.492 $ | -2.966 $ | -5,7 % | 52.458 $ | -137.538 $ | -72,4 % | 189.996 $ | -10.003 $ | -5,0 % | 199.999 $ | +6.054 $ | +3,1 % |
| Rinkey Investments | 196.398 $ | |||||||||||
| J HAGAN CAPITAL, INC. | 159.458 $ | -35.549 $ | -18,2 % | 195.007 $ | -1.276.017 $ | -86,7 % | ||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 163.378 $ | -7.694 $ | -4,5 % | 171.072 $ | -1.782 $ | -1,0 % | 172.854 $ | -21.850 $ | -11,2 % | 194.704 $ | +92.844 $ | +91,1 % |
| Allworth Financial LP | 160.440 $ | +40 $ | +0,0 % | 160.400 $ | +3.750 $ | +2,4 % | 156.650 $ | -20.854 $ | -11,7 % | 177.504 $ | -2.534 $ | -1,4 % |
| ZAZOVE ASSOCIATES LLC | 174.836 $ | +7.630 $ | +4,6 % | 167.206 $ | ||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 90.582 $ | -76.660 $ | -45,8 % | 167.242 $ | -264 $ | -0,2 % | 167.506 $ | -2.121 $ | -1,3 % | 169.627 $ | +1.331 $ | +0,8 % |
| Aptus Capital Advisors, LLC | 75.420 $ | -59.568 $ | -44,1 % | 134.988 $ | -27.389 $ | -16,9 % | 162.377 $ | -4.069 $ | -2,4 % | |||
| Gaddis Premier Wealth Advisors LLC | 161.070 $ | |||||||||||
| EP Wealth Advisors, LLC | 154.936 $ | |||||||||||
| Holos Integrated Wealth LLC | 131.036 $ | -18.873 $ | -12,6 % | 149.909 $ | +23.707 $ | +18,8 % | 126.202 $ | |||||
| HARBOUR INVESTMENTS, INC. | 126.876 $ | -1.265 $ | -1,0 % | 128.141 $ | -1.917 $ | -1,5 % | 130.058 $ | +66.768 $ | +105,5 % | |||
| US BANCORP \DE\ | 128.472 $ | +94.583 $ | +279,1 % | 33.889 $ | -33.227 $ | -49,5 % | 67.116 $ | -29.272 $ | -30,4 % | 96.388 $ | +48.841 $ | +102,7 % |
| UMB Private Wealth Management, LLC | 125.597 $ | |||||||||||
| SIGNATUREFD, LLC | 35 $ | -108.540 $ | -100,0 % | 108.575 $ | +10.550 $ | +10,8 % | 98.025 $ | +92.946 $ | +1.830,0 % | 5.079 $ | +5.041 $ | +13.265,8 % |
| CoreCap Advisors, LLC | 41.560 $ | -19.989 $ | -32,5 % | 61.549 $ | -23.843 $ | -27,9 % | 85.392 $ | -14.213 $ | -14,3 % | 99.605 $ | -12.263 $ | -11,0 % |
| Whipplewood Advisors, LLC | 87.423 $ | -9.754 $ | -10,0 % | 97.177 $ | +3.577 $ | +3,8 % | ||||||
| Colonial Trust Co / SC | 91.660 $ | -2.556 $ | -2,7 % | 94.216 $ | +126 $ | +0,1 % | ||||||
| Global Retirement Partners, LLC | 53.879 $ | -27.477 $ | -33,8 % | 81.356 $ | -3.881 $ | -4,6 % | ||||||
| Southern Farm Bureau Life Insurance | 60.685 $ | -1.870 $ | -3,0 % | 62.555 $ | -2.463 $ | -3,8 % | 65.018 $ | +30 $ | +0,0 % | |||
| Estate Planners Group, LLC | 61.022 $ | |||||||||||
| Clearstead Advisors, LLC | 22.513 $ | -5.906 $ | -20,8 % | 28.419 $ | -31.766 $ | -52,8 % | 60.185 $ | |||||
| Versant Capital Management, Inc | 55.232 $ | -4.824 $ | -8,0 % | 60.056 $ | ||||||||
| Financial Perspectives, Inc | 59.098 $ | |||||||||||
| Nicht ausgewiesen | 49.070 $ | -390 $ | -0,8 % | 49.460 $ | -950 $ | -1,9 % | 50.410 $ | +60 $ | +0,1 % | |||
| Tradewinds Capital Management, LLC | 50.410 $ | |||||||||||
| Anfield Capital Management, LLC | 40.712 $ | -5.892 $ | -12,6 % | 46.604 $ | -1.168 $ | -2,4 % | ||||||
| EverSource Wealth Advisors, LLC | 41.557 $ | |||||||||||
| Ascentis Independent Advisors | 41.227 $ | +2.763 $ | +7,2 % | 38.464 $ | ||||||||
| BOKF, NA | 34.836 $ | -1.721 $ | -4,7 % | 36.557 $ | -291 $ | -0,8 % | 36.848 $ | -707 $ | -1,9 % | 37.555 $ | +44 $ | +0,1 % |
| JFS WEALTH ADVISORS, LLC | 37.149 $ | +4.963 $ | +15,4 % | |||||||||
| Stone House Investment Management, LLC | 36.600 $ | |||||||||||
| HUNTINGTON NATIONAL BANK | 32.080 $ | +1.400 $ | +4,6 % | 30.680 $ | -4.440 $ | -12,6 % | 35.120 $ | -880 $ | -2,4 % | |||
| JONES FINANCIAL COMPANIES LLLP | 31.029 $ | |||||||||||
| Wealth Enhancement Trust Services, Inc. | 28.795 $ | |||||||||||
| SHP Wealth Management | 12.186 $ | +488 $ | +4,2 % | 11.698 $ | -16.459 $ | -58,5 % | 28.157 $ | |||||
| Sound Income Strategies, LLC | 24.560 $ | -1.563 $ | -6,0 % | 26.123 $ | +7.997 $ | +44,1 % | ||||||
| CIBC Private Wealth Group LLC | 25.519 $ | -16.706 $ | -39,6 % | |||||||||
| HAZLETT, BURT & WATSON, INC. | 21.000 $ | +0 $ | +0,0 % | 21.000 $ | +0 $ | +0,0 % | 21.000 $ | -4.000 $ | -16,0 % | 25.000 $ | ||
| Investors Research Corp | 22.483 $ | +27 $ | +0,1 % | |||||||||
| WELLINGTON-ALTUS USA INC. | 21.476 $ | -980 $ | -4,4 % | 22.456 $ | ||||||||
| Crewe Advisors LLC | 19.521 $ | +1.220 $ | +6,7 % | 18.301 $ | -2.649 $ | -12,6 % | 20.950 $ | -524 $ | -2,4 % | |||
| BlackRock, Inc. | 19.064 $ | +832 $ | +4,6 % | 18.232 $ | -2.638 $ | -12,6 % | 20.870 $ | -523 $ | -2,4 % | |||
| Signature Equity Partners, LLC | 17.672 $ | -2.213 $ | -11,1 % | 19.885 $ | +13.880 $ | +231,1 % | 6.005 $ | |||||
| HIGHLINE WEALTH PARTNERS LLC | 19.575 $ | +8.595 $ | +78,3 % | 10.980 $ | -4.875 $ | -30,7 % | ||||||
| STANCE CAPITAL LLC | 17.649 $ | -1.945 $ | -9,9 % | |||||||||
| Buck Wealth Strategies, LLC | 17.532 $ | +353 $ | +2,1 % | 17.179 $ | ||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17.109 $ | +8.503 $ | +98,8 % | 8.606 $ | -1.167 $ | -11,9 % | 9.773 $ | -10.240 $ | -51,2 % | |||
| AdvisorNet Financial, Inc | 981 $ | -13.066 $ | -93,0 % | 14.047 $ | -2.026 $ | -12,6 % | 16.073 $ | +252 $ | +1,6 % | |||
| Allied Private Wealth LLC | 16.020 $ | |||||||||||
| EVERMAY WEALTH MANAGEMENT LLC | 15.185 $ | |||||||||||
| Ascentis Wealth Management, LLC | 14.387 $ | +17 $ | +0,1 % | |||||||||
| Golden State Wealth Management, LLC | 13.741 $ | -197 $ | -1,4 % | 13.938 $ | +1.955 $ | +16,3 % | 11.983 $ | -1.046 $ | -8,0 % | 13.029 $ | ||
| HANTZ FINANCIAL SERVICES, INC. | 13.000 $ | |||||||||||
| TUCKER ASSET MANAGEMENT LLC | 12.573 $ | |||||||||||
| Smartleaf Asset Management LLC | 11.518 $ | +562 $ | +5,1 % | 10.956 $ | +10.351 $ | +1.710,9 % | 605 $ | |||||
| Global Trust Asset Management, LLC | 10.670 $ | |||||||||||
| IFC & Insurance Marketing, Inc. | 10.000 $ | |||||||||||
| ASSETMARK, INC | 1.988 $ | +1.615 $ | +433,0 % | 373 $ | -4.912 $ | -92,9 % | 5.285 $ | -4.404 $ | -45,5 % | 9.689 $ | +8.732 $ | +912,4 % |
| ROTHSCHILD INVESTMENT LLC | 9.582 $ | +1.181 $ | +14,1 % | 8.401 $ | -668 $ | -7,4 % | 9.069 $ | -58 $ | -0,6 % | |||
| VIRTUS ADVISERS, LLC | 6.209 $ | +765 $ | +14,1 % | 5.444 $ | -3.996 $ | -42,3 % | 9.440 $ | -380 $ | -3,9 % | |||
| COMPASS FINANCIAL MANAGEMENT LLC | 7.857 $ | -468 $ | -5,6 % | 8.325 $ | ||||||||
| Access Investment Management LLC | 8.195 $ | |||||||||||
| BFC Planning, Inc. | 7.514 $ | +1.062 $ | +16,5 % | 6.452 $ | +3.181 $ | +97,2 % | 3.271 $ | +444 $ | +15,7 % | |||
| FINANCIAL CONSULATE, INC | 6.732 $ | +390 $ | +6,1 % | |||||||||
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 3.509 $ | -2.943 $ | -45,6 % | 6.452 $ | +3.181 $ | +97,2 % | 3.271 $ | +444 $ | +15,7 % | |||
| Nicht ausgewiesen | 6.380 $ | |||||||||||
| FMR LLC | 5.515 $ | +4.609 $ | +508,7 % | |||||||||
| Solstein Capital, LLC | 4.855 $ | +681 $ | +16,3 % | 4.174 $ | -913 $ | -17,9 % | 5.087 $ | +679 $ | +15,4 % | |||
| MARSHALL INVESTMENT MANAGEMENT, LLC | 4.672 $ | |||||||||||
| Silver Grove Financial Group, Inc. | 4.566 $ | -104 $ | -2,2 % | 4.670 $ | ||||||||
| Root Financial Partners, LLC | 3 $ | -3.934 $ | -99,9 % | 3.937 $ | -570 $ | -12,6 % | 4.507 $ | -45.306 $ | -91,0 % | |||
| CENTRAL TRUST Co | 3.971 $ | |||||||||||
| DUNCKER STREETT & CO INC | 3.208 $ | +140 $ | +4,6 % | 3.068 $ | -444 $ | -12,6 % | 3.512 $ | -88 $ | -2,4 % | |||
| MRP Capital Investments, LLC | 3.208 $ | +140 $ | +4,6 % | 3.068 $ | -444 $ | -12,6 % | 3.512 $ | |||||
| Tower Research Capital LLC (TRC) | 2.860 $ | |||||||||||
| Noble Wealth Management PBC | 2.283 $ | +2 $ | +0,1 % | 2.281 $ | +281 $ | +14,1 % | 2.000 $ | -159 $ | -7,4 % | 2.159 $ | ||
| High Point Wealth Management, LLC | 2.104 $ | |||||||||||
| MASECO LLP | 2.104 $ | |||||||||||
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 2.102 $ | |||||||||||
| Larson Financial Group LLC | 1.646 $ | +18 $ | +1,1 % | 1.628 $ | +1.605 $ | +6.978,3 % | 23 $ | -1 $ | -4,2 % | 24 $ | +0 $ | +0,0 % |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1.231 $ | -58 $ | -4,5 % | 1.289 $ | ||||||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1.030 $ | -8 $ | -0,8 % | 1.038 $ | -20 $ | -1,9 % | 1.058 $ | |||||
| True Link Financial Advisors, LLC | 942 $ | |||||||||||
| TCTC Holdings, LLC | 140 $ | -4 $ | -2,8 % | |||||||||
| Total | 606.263.562 $ | -327.285.260 $ | +4,4 % | 2.147.435.127 $ | -49.552.060 $ | +89,2 % | 2.199.579.060 $ | +25.277.362 $ | +71,3 % | 2.154.083.332 $ | +289.590.142 $ | +93,6 % |