| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 345.112.196 $ | +9.513.386 $ | +59,5 % | 2.675.692.647 $ | +483.824.729 $ | +101,9 % | 2.188.143.779 $ | +428.862.954 $ | +136,3 % | 1.684.397.953 $ | +346.567.725 $ | +150,9 % |
| LPL Financial LLC | 404.133.601 $ | +95.795.266 $ | +31,1 % | 308.338.335 $ | +55.519.139 $ | +22,0 % | 252.819.196 $ | +43.792.971 $ | +21,0 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 212.354.280 $ | +40.451.196 $ | +23,5 % | 171.903.084 $ | +62.249.555 $ | +56,8 % | 109.653.529 $ | +24.631.975 $ | +29,0 % | |||
| Cetera Investment Advisers | 136.732.831 $ | +21.654.991 $ | +18,8 % | 115.077.840 $ | +27.544.031 $ | +31,5 % | 87.533.809 $ | +27.935.334 $ | +46,9 % | |||
| SHP Wealth Management | 123.271.272 $ | +13.374.592 $ | +12,2 % | 109.896.680 $ | +61.970.838 $ | +129,3 % | 47.925.842 $ | |||||
| RAYMOND JAMES FINANCIAL INC | 94.206.009 $ | +12.538.900 $ | +15,4 % | 81.667.109 $ | +28.457.033 $ | +53,5 % | 53.210.076 $ | +27.140.233 $ | +104,1 % | |||
| GREAT VALLEY ADVISOR GROUP, INC. | 93.643.467 $ | +17.332.340 $ | +22,7 % | 76.311.127 $ | +3.374.994 $ | +4,6 % | 72.936.133 $ | +42.861.482 $ | +142,5 % | |||
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 84.058.609 $ | +27.333.210 $ | +48,2 % | 56.725.399 $ | +19.938.115 $ | +54,2 % | 36.787.284 $ | +17.421.125 $ | +90,0 % | |||
| Equitable Holdings, Inc. | 55.815.464 $ | +15.522.102 $ | +38,5 % | 40.293.362 $ | +4.313.010 $ | +12,0 % | 35.980.352 $ | +5.593.052 $ | +18,4 % | |||
| OSAIC HOLDINGS, INC. | 51.947.662 $ | +17.029.190 $ | +48,8 % | 34.918.472 $ | +5.589.177 $ | +19,1 % | 29.329.295 $ | +6.745.247 $ | +29,9 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 48.513.548 $ | +9.029.520 $ | +22,9 % | 39.484.028 $ | +13.393.548 $ | +51,3 % | 26.090.480 $ | +11.682.480 $ | +81,1 % | |||
| HighTower Advisors, LLC | 42.992.713 $ | +11.989.900 $ | +38,7 % | 31.002.813 $ | +14.616.733 $ | +89,2 % | 16.386.080 $ | +7.903.702 $ | +93,2 % | |||
| MML INVESTORS SERVICES, LLC | 42.455.730 $ | +14.309.142 $ | +50,8 % | 28.146.588 $ | -898.123 $ | -3,1 % | 29.044.711 $ | +7.059.355 $ | +32,1 % | |||
| ADAMSBROWN WEALTH CONSULTANTS LLC | 39.710.887 $ | +2.050.478 $ | +5,4 % | 37.660.409 $ | +5.052.047 $ | +15,5 % | 32.608.362 $ | +2.112.717 $ | +6,9 % | 30.495.645 $ | +4.190.400 $ | +15,9 % |
| ENVESTNET ASSET MANAGEMENT INC | 37.866.899 $ | +7.161.139 $ | +23,3 % | 30.705.760 $ | +1.330.389 $ | +4,5 % | 29.375.371 $ | +6.298.547 $ | +27,3 % | |||
| Cambridge Investment Research Advisors, Inc. | 37.607.000 $ | +5.971.000 $ | +18,9 % | 31.636.000 $ | +6.351.000 $ | +25,1 % | 25.285.000 $ | +3.364.000 $ | +15,3 % | |||
| BANK OF AMERICA CORP /DE/ | 36.906.354 $ | +7.533.772 $ | +25,6 % | 29.372.582 $ | +24.377.617 $ | +488,0 % | 4.994.965 $ | |||||
| Drake & Associates, LLC | 36.067.240 $ | +5.984.507 $ | +19,9 % | 30.082.733 $ | +3.801.588 $ | +14,5 % | 26.281.145 $ | +3.779.679 $ | +16,8 % | |||
| RFG Advisory, LLC | 8.609.958 $ | -22.672.130 $ | -72,5 % | 31.282.088 $ | +284.067 $ | +0,9 % | 30.998.021 $ | +4.275.320 $ | +16,0 % | |||
| PLANNING ALTERNATIVES LTD /ADV | 30.369.136 $ | +3.882.639 $ | +14,7 % | 26.486.497 $ | ||||||||
| CWM, LLC | 29.554.083 $ | +3.256.083 $ | +12,4 % | 26.298.000 $ | +3.791.000 $ | +16,8 % | ||||||
| Whitaker-Myers Wealth Managers, LTD. | 28.731.976 $ | +2.662.456 $ | +10,2 % | 26.069.520 $ | +4.258.393 $ | +19,5 % | 21.811.127 $ | +855.317 $ | +4,1 % | 20.955.810 $ | +520.679 $ | +2,5 % |
| MANCHESTER FINANCIAL INC | 28.535.590 $ | +586.592 $ | +2,1 % | 27.948.998 $ | +2.941.299 $ | +11,8 % | 25.007.699 $ | -169.679 $ | -0,7 % | 25.177.378 $ | ||
| Gratus Wealth Advisors, LLC | 28.361.606 $ | +3.309.839 $ | +13,2 % | 25.051.767 $ | ||||||||
| WELLS FARGO & COMPANY/MN | 27.694.015 $ | +8.056.985 $ | +41,0 % | 19.637.030 $ | +19.357.011 $ | +6.912,7 % | 280.019 $ | +139.879 $ | +99,8 % | |||
| Modern Wealth Management, LLC | 27.582.007 $ | +13.599.005 $ | +97,3 % | 13.983.002 $ | +1.485.696 $ | +11,9 % | 12.497.306 $ | +1.252.301 $ | +11,1 % | |||
| Retirement Management Systems Inc. | 26.255.634 $ | +4.023.195 $ | +18,1 % | 22.232.439 $ | +1.942.670 $ | +9,6 % | 20.289.769 $ | |||||
| Rooted Wealth Advisors, Inc. | 25.821.338 $ | +3.196.253 $ | +14,1 % | 22.625.085 $ | +3.004.109 $ | +15,3 % | 19.620.976 $ | +2.410.831 $ | +14,0 % | |||
| JANE STREET GROUP, LLC | 12.058.000 $ | +7.504.251 $ | +164,8 % | 4.553.749 $ | -20.452.751 $ | -81,8 % | 25.006.500 $ | +19.886.304 $ | +388,4 % | |||
| McIlrath & Eck, LLC | 24.552.633 $ | +3.587.042 $ | +17,1 % | |||||||||
| Insight Wealth Strategies, LLC | 15.590.583 $ | -7.507.065 $ | -32,5 % | 23.097.648 $ | +2.888.580 $ | +14,3 % | 20.209.068 $ | +2.452.418 $ | +13,8 % | 17.756.650 $ | +1.169.969 $ | +7,1 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22.340.965 $ | +1.834.612 $ | +8,9 % | 20.506.353 $ | +2.629.179 $ | +14,7 % | 17.877.174 $ | +1.059.743 $ | +6,3 % | 16.817.431 $ | +2.386.774 $ | +16,5 % |
| MERCER GLOBAL ADVISORS INC /ADV | 22.271.673 $ | +5.655.843 $ | +34,0 % | 16.615.830 $ | +14.546.848 $ | +703,1 % | 2.068.982 $ | +1.374.912 $ | +198,1 % | |||
| Kestra Advisory Services, LLC | 20.796.315 $ | +3.816.338 $ | +22,5 % | 16.979.977 $ | +5.056.847 $ | +42,4 % | 11.923.130 $ | +9.406.854 $ | +373,8 % | |||
| AFFINITY WEALTH LLC | 20.577.881 $ | +2.916.494 $ | +16,5 % | 17.661.387 $ | ||||||||
| D'Orazio & Associates, Inc. | 19.408.880 $ | +3.851.794 $ | +24,8 % | 15.557.086 $ | +769.524 $ | +5,2 % | 14.787.562 $ | +3.043.188 $ | +25,9 % | |||
| Three Cord True Wealth Management, LLC | 18.930.555 $ | +3.026.352 $ | +19,0 % | 15.904.203 $ | +771.111 $ | +5,1 % | 15.133.092 $ | +1.610.912 $ | +11,9 % | |||
| Private Advisor Group, LLC | 17.202.362 $ | +132.569 $ | +0,8 % | 17.069.793 $ | +1.642.296 $ | +10,6 % | 15.427.497 $ | +10.545.167 $ | +216,0 % | |||
| NOMURA ASSET MANAGEMENT CO LTD | 16.869.142 $ | |||||||||||
| Bucket List Wealth Management, LLC | 16.062.855 $ | +795.974 $ | +5,2 % | 15.266.881 $ | +3.483.562 $ | +29,6 % | 11.783.319 $ | +1.228.985 $ | +11,6 % | 10.554.334 $ | ||
| Ameritas Advisory Services, LLC | 15.658.727 $ | +6.784.013 $ | +76,4 % | 8.874.714 $ | +8.283.358 $ | +1.400,7 % | ||||||
| Kovack Advisors, Inc. | 14.228.865 $ | +1.119.049 $ | +8,5 % | 13.109.816 $ | -2.258.679 $ | -14,7 % | 15.368.495 $ | +57.542 $ | +0,4 % | |||
| Amplius Wealth Advisors, LLC | 15.172.795 $ | +1.768.714 $ | +13,2 % | 13.404.081 $ | +2.886.127 $ | +27,4 % | 10.517.954 $ | +1.135.875 $ | +12,1 % | 9.382.079 $ | +718.335 $ | +8,3 % |
| Janney Montgomery Scott LLC | 15.041.000 $ | +3.453.000 $ | +29,8 % | 11.588.000 $ | +4.585.000 $ | +65,5 % | 7.003.000 $ | +1.633.000 $ | +30,4 % | |||
| Clark Wealth Partners | 14.880.393 $ | +460.991 $ | +3,2 % | 14.419.402 $ | +1.481.618 $ | +11,5 % | 12.937.784 $ | -2.074.513 $ | -13,8 % | 15.012.297 $ | +0 $ | +0,0 % |
| TITLEIST ASSET MANAGEMENT, LLC | 14.739.462 $ | +413.200 $ | +2,9 % | 14.326.262 $ | +1.816.527 $ | +14,5 % | 12.509.735 $ | +1.275.183 $ | +11,4 % | 11.234.552 $ | +808.116 $ | +7,8 % |
| StoneCrest Wealth Management, Inc. | 13.530.161 $ | +1.163.302 $ | +9,4 % | 12.366.859 $ | +20.428 $ | +0,2 % | 12.346.431 $ | +1.227.029 $ | +11,0 % | |||
| Kingsview Wealth Management, LLC | 13.508.418 $ | +3.153.504 $ | +30,5 % | 10.354.914 $ | -66.544 $ | -0,6 % | 10.421.458 $ | +3.469.119 $ | +49,9 % | |||
| Meridian Wealth Management, LLC | 13.285.510 $ | +4.376.307 $ | +49,1 % | 8.909.203 $ | +1.320.068 $ | +17,4 % | 7.589.135 $ | +322.400 $ | +4,4 % | |||
| Cyr Financial Inc. | 13.140.874 $ | +1.087.757 $ | +9,0 % | 12.053.117 $ | +1.649.201 $ | +15,9 % | 10.403.916 $ | +599.534 $ | +6,1 % | 9.804.382 $ | +1.017.779 $ | +11,6 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 11.572.000 $ | -1.538.000 $ | -11,7 % | 13.110.000 $ | ||||||||
| Brookstone Capital Management | 9.072.602 $ | +1.863.476 $ | +25,8 % | 7.209.126 $ | -5.558.120 $ | -43,5 % | 12.767.246 $ | +7.441.306 $ | +139,7 % | 5.325.940 $ | +75.305 $ | +1,4 % |
| Per Stirling Capital Management, LLC. | 11.981.986 $ | +1.022.308 $ | +9,3 % | 10.959.678 $ | -1.609.535 $ | -12,8 % | 12.569.213 $ | -573.406 $ | -4,4 % | |||
| Sonoma Allocations LLC | 11.436.479 $ | +3.959.721 $ | +53,0 % | |||||||||
| CENTAURUS FINANCIAL, INC. | 11.317.000 $ | +1.089.000 $ | +10,6 % | 10.228.000 $ | +3.217.000 $ | +45,9 % | 7.011.000 $ | +447.000 $ | +6,8 % | |||
| Systelligence, LLC | 9.445.815 $ | +389.812 $ | +4,3 % | 9.056.003 $ | -2.172.082 $ | -19,3 % | 11.228.085 $ | -2.200.416 $ | -16,4 % | |||
| Segment Wealth Management, LLC | 11.118.501 $ | +10.583.263 $ | +1.977,3 % | 535.238 $ | +191.260 $ | +55,6 % | 343.978 $ | +30.836 $ | +9,8 % | |||
| AAF Wealth Management, LLC | 11.041.181 $ | |||||||||||
| CPA Asset Management Group, LLC | 10.667.170 $ | +7.907.840 $ | +286,6 % | 2.759.330 $ | +2.196.517 $ | +390,3 % | 562.813 $ | |||||
| SILVER OAK SECURITIES, INCORPORATED | 10.539.643 $ | +1.138.430 $ | +12,1 % | 9.401.213 $ | -165.548 $ | -1,7 % | 9.566.761 $ | +1.017.983 $ | +11,9 % | |||
| Tidemark, LLC | 10.527.226 $ | +1.347.866 $ | +14,7 % | 9.179.360 $ | +7.393.412 $ | +414,0 % | 1.785.948 $ | -115.993 $ | -6,1 % | |||
| Able Wealth Management LLC | 4.083.108 $ | -1.486.870 $ | -26,7 % | 5.569.978 $ | -4.913.525 $ | -46,9 % | 10.483.503 $ | +1.617.888 $ | +18,2 % | |||
| IFC & Insurance Marketing, Inc. | 9.920.587 $ | +773.690 $ | +8,5 % | 9.146.897 $ | +1.456.793 $ | +18,9 % | 7.690.104 $ | |||||
| INDEPENDENT FINANCIAL GROUP, LLC | 9.862.698 $ | +3.284.851 $ | +49,9 % | 6.577.847 $ | +2.886.070 $ | +78,2 % | 3.691.777 $ | +669.158 $ | +22,1 % | 3.022.619 $ | +2.678.217 $ | +777,6 % |
| Avid Wealth Partners LLC | 2.519.519 $ | -7.293.449 $ | -74,3 % | 9.812.968 $ | +1.118.726 $ | +12,9 % | 8.694.242 $ | |||||
| Dogwood Wealth Management LLC | 9.662.826 $ | +1.652.929 $ | +20,6 % | 8.009.897 $ | +576.651 $ | +7,8 % | 7.433.246 $ | +1.346.516 $ | +22,1 % | |||
| Trademark Financial Management, LLC | 9.428.693 $ | +1.946.762 $ | +26,0 % | 7.481.931 $ | +821.255 $ | +12,3 % | 6.660.676 $ | +1.069.094 $ | +19,1 % | |||
| Hidden Cove Wealth Management, LLC | 3.736.564 $ | -5.226.991 $ | -58,3 % | 8.963.555 $ | +2.161.311 $ | +31,8 % | 6.802.244 $ | |||||
| USAdvisors Wealth Management, LLC | 8.732.000 $ | +1.285.000 $ | +17,3 % | 7.447.000 $ | +2.725.000 $ | +57,7 % | 4.722.000 $ | +1.360.000 $ | +40,5 % | 3.362.000 $ | +228.000 $ | +7,3 % |
| CITADEL ADVISORS LLC | 5.510.506 $ | -2.995.397 $ | -35,2 % | 8.505.903 $ | +6.535.724 $ | +331,7 % | 1.970.179 $ | -27.428.402 $ | -93,3 % | |||
| Alpine Bank Wealth Management | 7.621.577 $ | -65.640 $ | -0,9 % | 7.687.217 $ | -489.262 $ | -6,0 % | 8.176.479 $ | +2.813.751 $ | +52,5 % | 5.362.728 $ | +118.572 $ | +2,3 % |
| Simplicity Wealth,LLC | 8.152.936 $ | |||||||||||
| JPMORGAN CHASE & CO | 1.882.720 $ | -6.207.506 $ | -76,7 % | 8.090.226 $ | +54.900 $ | +0,7 % | 8.035.326 $ | +7.896.606 $ | +5.692,5 % | |||
| Integrated Wealth Concepts LLC | 8.089.070 $ | +5.466.140 $ | +208,4 % | 2.622.930 $ | -145.627 $ | -5,3 % | 2.768.557 $ | -112.432 $ | -3,9 % | |||
| WealthCare Investment Partners, LLC | 7.916.319 $ | +476.436 $ | +6,4 % | 7.439.883 $ | +681.013 $ | +10,1 % | 6.758.870 $ | +1.742.891 $ | +34,7 % | |||
| SMITH, MOORE & CO. | 7.732.257 $ | +2.720.068 $ | +54,3 % | 5.012.189 $ | -35.726 $ | -0,7 % | 5.047.915 $ | +556.205 $ | +12,4 % | |||
| Legend Financial Advisors, Inc. | 7.476.449 $ | +612.319 $ | +8,9 % | 6.864.130 $ | +256.055 $ | +3,9 % | 6.608.075 $ | +215.980 $ | +3,4 % | |||
| HARBOUR INVESTMENTS, INC. | 6.095.619 $ | -748.919 $ | -10,9 % | 6.844.538 $ | -446.545 $ | -6,1 % | 7.291.083 $ | +1.044.191 $ | +16,7 % | |||
| Waverly Advisors, LLC | 6.628.384 $ | +6.557.489 $ | +9.249,6 % | 70.895 $ | ||||||||
| PERSPECTIVE WEALTH ADVISORS LLC | 6.424.502 $ | +2.046.954 $ | +46,8 % | 4.377.548 $ | +2.423.096 $ | +124,0 % | 1.954.452 $ | |||||
| ORG Partners LLC | 6.333.749 $ | +959.111 $ | +17,8 % | |||||||||
| Horizon Investment Services, LLC | 6.320.482 $ | +849.539 $ | +15,5 % | 5.470.943 $ | +761.680 $ | +16,2 % | 4.709.263 $ | +297.675 $ | +6,7 % | |||
| San Luis Wealth Advisors LLC | 6.312.531 $ | +0 $ | +0,0 % | 6.312.531 $ | +1.287.036 $ | +25,6 % | 5.025.495 $ | +374.547 $ | +8,1 % | 4.650.948 $ | ||
| Atria Investments, Inc | 5.713.181 $ | -490.729 $ | -7,9 % | 6.203.910 $ | +284.217 $ | +4,8 % | ||||||
| Baird Financial Group, Inc. | 6.056.372 $ | +530.748 $ | +9,6 % | 5.525.624 $ | ||||||||
| Western Wealth Management, LLC | 883.023 $ | +167.371 $ | +23,4 % | 715.652 $ | -5.318.495 $ | -88,1 % | 6.034.147 $ | +248.785 $ | +4,3 % | |||
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 6.002.983 $ | +689.821 $ | +13,0 % | 5.313.162 $ | -194.195 $ | -3,5 % | 5.507.357 $ | +2.989.348 $ | +118,7 % | |||
| TruWealth Advisors, LLC | 5.889.216 $ | +425.542 $ | +7,8 % | 5.463.674 $ | +2.197.078 $ | +67,3 % | ||||||
| Sigma Planning Corp | 5.694.921 $ | +625.681 $ | +12,3 % | 5.069.240 $ | +199.410 $ | +4,1 % | 4.869.830 $ | +676.517 $ | +16,1 % | |||
| WJ Wealth Management, LLC | 3.706.312 $ | +324.448 $ | +9,6 % | 3.381.864 $ | -2.262.059 $ | -40,1 % | 5.643.923 $ | -18.029 $ | -0,3 % | |||
| Westwind Capital | 5.260.000 $ | -218.000 $ | -4,0 % | 5.478.000 $ | +723.000 $ | +15,2 % | 4.755.000 $ | +1.467.000 $ | +44,6 % | 3.288.000 $ | ||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 5.443.000 $ | +663.000 $ | +13,9 % | 4.780.000 $ | +1.126.000 $ | +30,8 % | 3.654.000 $ | +1.506.000 $ | +70,1 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.269.411 $ | -602.163 $ | -10,3 % | |||||||||
| Urban Wealth Management, LLC | 4.560.848 $ | -531.366 $ | -10,4 % | 5.092.214 $ | +608.989 $ | +13,6 % | 4.483.225 $ | -48.063 $ | -1,1 % | 4.531.288 $ | ||
| Embree Financial Group | 4.274.358 $ | -781.522 $ | -15,5 % | 5.055.880 $ | +2.224.296 $ | +78,6 % | 2.831.584 $ | -596.250 $ | -17,4 % | 3.427.834 $ | +1.040.628 $ | +43,6 % |
| Perigon Wealth Management, LLC | 5.020.772 $ | +565.912 $ | +12,7 % | 4.454.860 $ | +913.300 $ | +25,8 % | 3.541.560 $ | |||||
| Performance Wealth Partners, LLC | 5.015.461 $ | +1.430.293 $ | +39,9 % | 3.585.168 $ | +1.462.061 $ | +68,9 % | 2.123.107 $ | +582.934 $ | +37,8 % | |||
| FOUNDERS FINANCIAL SECURITIES LLC | 4.046.484 $ | -105.785 $ | -2,5 % | 4.152.269 $ | -736.502 $ | -15,1 % | 4.888.771 $ | +438.213 $ | +9,8 % | |||
| Nicht ausgewiesen | 4.811.573 $ | +833.279 $ | +20,9 % | 3.978.294 $ | +2.643.842 $ | +198,1 % | 1.334.452 $ | +242.321 $ | +22,2 % | |||
| Capital Developers, LLC | 4.779.087 $ | +20.739 $ | +0,4 % | 4.758.348 $ | ||||||||
| Greenline Wealth Management LLC | 4.729.202 $ | +869.193 $ | +22,5 % | 3.860.009 $ | +710.618 $ | +22,6 % | 3.149.391 $ | |||||
| Paladin Advisory Group, LLC | 4.692.974 $ | +506.543 $ | +12,1 % | 4.186.431 $ | +1.174.204 $ | +39,0 % | 3.012.227 $ | |||||
| Cedar Wealth Management, LLC | 4.628.222 $ | +1.948.027 $ | +72,7 % | 2.680.195 $ | ||||||||
| IFG Advisory, LLC | 4.568.322 $ | +918.822 $ | +25,2 % | 3.649.500 $ | +354.255 $ | +10,8 % | ||||||
| Professional Financial Advisors, LLC | 4.401.730 $ | +268.734 $ | +6,5 % | 4.132.996 $ | +531.387 $ | +14,8 % | 3.601.609 $ | -116.358 $ | -3,1 % | 3.717.967 $ | +36.485 $ | +1,0 % |
| STIFEL FINANCIAL CORP | 4.341.526 $ | +290.655 $ | +7,2 % | 4.050.871 $ | +292.518 $ | +7,8 % | 3.758.353 $ | +289.054 $ | +8,3 % | |||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 4.244.295 $ | +848.328 $ | +25,0 % | 3.395.967 $ | +791.679 $ | +30,4 % | 2.604.288 $ | +1.180.734 $ | +82,9 % | |||
| CPWA, LLC | 4.143.801 $ | +53.718 $ | +1,3 % | 4.090.083 $ | ||||||||
| Riverstone Advisors, LLC | 4.128.923 $ | +1.354.949 $ | +48,8 % | 2.773.974 $ | +1.347.746 $ | +94,5 % | 1.426.228 $ | +301.519 $ | +26,8 % | |||
| GTS SECURITIES LLC | 4.069.032 $ | +2.440.010 $ | +149,8 % | 1.629.022 $ | +1.237.379 $ | +315,9 % | ||||||
| AssuredPartners Investment Advisors, LLC | 4.054.421 $ | |||||||||||
| RDA Financial Network | 3.866.316 $ | +236.056 $ | +6,5 % | 3.630.260 $ | +518.177 $ | +16,7 % | 3.112.083 $ | +120.595 $ | +4,0 % | 2.991.488 $ | +364.705 $ | +13,9 % |
| Marshall & Sterling Wealth Advisors Inc. | 3.810.580 $ | +168.604 $ | +4,6 % | 3.641.976 $ | +3.586.942 $ | +6.517,7 % | 55.034 $ | |||||
| KRAEMATON INVESTMENT ADVISORS, INC | 3.776.177 $ | +433.672 $ | +13,0 % | 3.342.505 $ | +261.722 $ | +8,5 % | 3.080.783 $ | +1.139.391 $ | +58,7 % | |||
| PCG Wealth Advisors, LLC | 3.775.160 $ | +117.253 $ | +3,2 % | 3.657.907 $ | +546.024 $ | +17,5 % | 3.111.883 $ | +2.080.349 $ | +201,7 % | |||
| TRUIST FINANCIAL CORP | 3.742.753 $ | +540.027 $ | +16,9 % | 3.202.726 $ | +2.290.100 $ | +250,9 % | 912.626 $ | +267.338 $ | +41,4 % | |||
| Concurrent Investment Advisors, LLC | 3.694.751 $ | |||||||||||
| WPG Advisers, LLC | 3.595.675 $ | +954.964 $ | +36,2 % | 2.640.711 $ | +1.319.145 $ | +99,8 % | 1.321.566 $ | +1.266.226 $ | +2.288,1 % | |||
| CreativeOne Wealth, LLC | 3.553.293 $ | +768.130 $ | +27,6 % | 2.785.163 $ | +717.765 $ | +34,7 % | 2.067.398 $ | +836.799 $ | +68,0 % | |||
| Tempus Wealth Planning, LLC | 2.856.672 $ | -542.478 $ | -16,0 % | 3.399.150 $ | +1.773.144 $ | +109,0 % | 1.626.006 $ | +639.638 $ | +64,8 % | 986.368 $ | ||
| ROYAL BANK OF CANADA | 3.363.000 $ | +725.000 $ | +27,5 % | 2.638.000 $ | +461.000 $ | +21,2 % | 2.177.000 $ | +1.911.000 $ | +718,4 % | |||
| OPTIMA CAPITAL LLC | 3.314.696 $ | +506.461 $ | +18,0 % | 2.808.235 $ | +43.416 $ | +1,6 % | 2.764.819 $ | -419.816 $ | -13,2 % | |||
| WESPAC Advisors, LLC | 577.216 $ | +52.178 $ | +9,9 % | 525.038 $ | -2.765.151 $ | -84,0 % | 3.290.189 $ | +1.059.106 $ | +47,5 % | |||
| Faithward Advisors, LLC | 3.248.607 $ | +389.788 $ | +13,6 % | 2.858.819 $ | +119.469 $ | +4,4 % | 2.739.350 $ | +242.128 $ | +9,7 % | |||
| Sanctuary Advisors, LLC | 2.765.708 $ | +332.918 $ | +13,7 % | 2.432.790 $ | -666.178 $ | -21,5 % | 3.098.968 $ | +1.060.291 $ | +52,0 % | |||
| Wise Wealth Partners | 3.090.083 $ | +194.947 $ | +6,7 % | 2.895.136 $ | +363.009 $ | +14,3 % | ||||||
| Meriwether Wealth & Planning, LLC | 3.078.125 $ | +296.344 $ | +10,7 % | 2.781.781 $ | +626.734 $ | +29,1 % | 2.155.047 $ | +442.324 $ | +25,8 % | 1.712.723 $ | +575.802 $ | +50,6 % |
| Hennion & Walsh Asset Management, Inc. | 3.056.691 $ | |||||||||||
| Ascentis Independent Advisors | 2.950.811 $ | |||||||||||
| Gladstone Institutional Advisory LLC | 2.861.665 $ | +368.815 $ | +14,8 % | 2.492.850 $ | -161.202 $ | -6,1 % | 2.654.052 $ | +104.441 $ | +4,1 % | |||
| Linscomb Wealth, Inc. | 2.839.961 $ | +1.251.630 $ | +78,8 % | 1.588.331 $ | ||||||||
| Annex Advisory Services, LLC | 2.733.180 $ | +260.370 $ | +10,5 % | 2.472.810 $ | +305.296 $ | +14,1 % | 2.167.514 $ | +1.640.253 $ | +311,1 % | 527.261 $ | ||
| MPWM ADVISORY SOLUTIONS, LLC | 2.684.036 $ | +520.322 $ | +24,0 % | 2.163.714 $ | ||||||||
| Foguth Wealth Management, LLC. | 2.680.068 $ | |||||||||||
| Clear Creek Financial Management, LLC | 2.502.476 $ | -127.785 $ | -4,9 % | 2.630.261 $ | +558.034 $ | +26,9 % | 2.072.227 $ | -490.344 $ | -19,1 % | |||
| Farther Finance Advisors, LLC | 2.419.897 $ | +92.782 $ | +4,0 % | 2.327.115 $ | +249.769 $ | +12,0 % | 2.077.346 $ | -527.594 $ | -20,3 % | 2.604.940 $ | -67.003 $ | -2,5 % |
| HBW ADVISORY SERVICES LLC | 2.411.986 $ | -110.572 $ | -4,4 % | 2.522.558 $ | -12.903 $ | -0,5 % | 2.535.461 $ | +2.302.810 $ | +989,8 % | 232.651 $ | +22.886 $ | +10,9 % |
| Kinetic Wealth Investment Advisors LLC | 2.477.271 $ | |||||||||||
| Evergreen Wealth Partners LLC | 2.422.237 $ | +1.065.150 $ | +78,5 % | 1.357.087 $ | +499.644 $ | +58,3 % | 857.443 $ | |||||
| Westmount Partners, LLC | 2.411.600 $ | |||||||||||
| Steward Partners Investment Advisory, LLC | 1.802.763 $ | -585.903 $ | -24,5 % | 2.388.666 $ | +617.150 $ | +34,8 % | 1.771.516 $ | +312.436 $ | +21,4 % | |||
| Total Clarity Wealth Management, Inc. | 2.363.971 $ | +2.076.884 $ | +723,4 % | 287.087 $ | -34.385 $ | -10,7 % | 321.472 $ | |||||
| Continuum Advisory, LLC | 2.315.463 $ | +1.080.521 $ | +87,5 % | 1.234.942 $ | +816.778 $ | +195,3 % | 418.164 $ | +101.891 $ | +32,2 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2.297.703 $ | +221.489 $ | +10,7 % | 2.076.214 $ | -28.825 $ | -1,4 % | 2.105.039 $ | +223.994 $ | +11,9 % | |||
| Stillwater Private Wealth, LLC | 2.253.000 $ | |||||||||||
| PRINCIPAL SECURITIES, INC. | 1.047.314 $ | -1.191.477 $ | -53,2 % | 2.238.791 $ | +1.383.235 $ | +161,7 % | 855.556 $ | +97.644 $ | +12,9 % | |||
| Strategic Financial Concepts, LLC | 2.237.543 $ | +344.521 $ | +18,2 % | 1.893.022 $ | +179.649 $ | +10,5 % | ||||||
| Lifetime Wealth Management P.C. | 2.175.167 $ | +554.602 $ | +34,2 % | 1.620.565 $ | +80.301 $ | +5,2 % | 1.540.264 $ | |||||
| Apollon Wealth Management, LLC | 2.021.705 $ | +472.036 $ | +30,5 % | 1.549.669 $ | +103.015 $ | +7,1 % | 1.446.654 $ | +525.531 $ | +57,1 % | |||
| Kensington Asset Management, LLC | 1.975.763 $ | +1.363.145 $ | +222,5 % | 612.618 $ | ||||||||
| Betterment LLC | 1.916.000 $ | +460.000 $ | +31,6 % | 1.456.000 $ | -139.000 $ | -8,7 % | 1.595.000 $ | +530.000 $ | +49,8 % | |||
| Belpointe Asset Management LLC | 1.419.467 $ | -464.781 $ | -24,7 % | 1.884.248 $ | +908.327 $ | +93,1 % | 975.921 $ | |||||
| Dana Investment Advisors, Inc. | 1.873.873 $ | +391.219 $ | +26,4 % | 1.482.654 $ | +344.025 $ | +30,2 % | 1.138.629 $ | +117.192 $ | +11,5 % | |||
| LongView Wealth Management | 1.866.997 $ | +329.359 $ | +21,4 % | 1.537.638 $ | +227.794 $ | +17,4 % | 1.309.844 $ | +645.657 $ | +97,2 % | 664.187 $ | ||
| Secure Asset Management, LLC | 1.822.741 $ | +22.718 $ | +1,3 % | 1.800.023 $ | +85.901 $ | +5,0 % | 1.714.122 $ | +422.513 $ | +32,7 % | 1.291.609 $ | +227.669 $ | +21,4 % |
| Flagship Capital Management Inc. | 1.811.667 $ | +30.700 $ | +1,7 % | 1.780.967 $ | +206.511 $ | +13,1 % | 1.574.456 $ | +844.266 $ | +115,6 % | 730.190 $ | ||
| Astoria Portfolio Advisors LLC. | 1.794.008 $ | +1.188.686 $ | +196,4 % | 605.322 $ | +377.170 $ | +165,3 % | 228.152 $ | |||||
| Envision Financial Transparency, LLC | 1.634.000 $ | |||||||||||
| Clarity Asset Management, Inc. | 1.630.805 $ | +1.569.296 $ | +2.551,3 % | 61.509 $ | ||||||||
| Tower Wealth Partners, Inc. | 1.628.915 $ | +305.077 $ | +23,0 % | 1.323.838 $ | -10.342 $ | -0,8 % | 1.334.180 $ | +103.802 $ | +8,4 % | |||
| EverSource Wealth Advisors, LLC | 1.618.406 $ | +383.464 $ | +31,1 % | 1.234.942 $ | ||||||||
| NewEdge Advisors, LLC | 103.290 $ | -1.215.626 $ | -92,2 % | 1.318.916 $ | -296.130 $ | -18,3 % | 1.615.046 $ | +91.224 $ | +6,0 % | |||
| ATLAS CAPITAL ADVISORS INC. | 1.571.217 $ | +120.699 $ | +8,3 % | 1.450.518 $ | -35.646 $ | -2,4 % | 1.486.164 $ | |||||
| JONES FINANCIAL COMPANIES LLLP | 1.564.560 $ | +1.535.163 $ | +5.222,2 % | 29.397 $ | ||||||||
| Argent Trust Co | 1.540.893 $ | |||||||||||
| LexAurum Advisors, LLC | 1.533.960 $ | +80.136 $ | +5,5 % | 1.453.824 $ | +290.503 $ | +25,0 % | 1.163.321 $ | |||||
| Pearl Planning LLC | 1.531.154 $ | +1.491 $ | +0,1 % | 1.529.663 $ | +607.892 $ | +65,9 % | 921.771 $ | +37.008 $ | +4,2 % | 884.763 $ | ||
| CGC Financial Services, LLC | 1.497.311 $ | +154.170 $ | +11,5 % | 1.343.141 $ | +305.952 $ | +29,5 % | 1.037.189 $ | +64.603 $ | +6,6 % | 972.586 $ | +160.738 $ | +19,8 % |
| FIDUCIARY FINANCIAL ADVISORS | 1.493.453 $ | |||||||||||
| RiverTree Advisors, LLC | 1.491.024 $ | +53.891 $ | +3,7 % | 1.437.133 $ | +911.821 $ | +173,6 % | 525.312 $ | -17.996 $ | -3,3 % | 543.308 $ | ||
| Vestmark Advisory Solutions, Inc. | 1.426.718 $ | |||||||||||
| TOP Private Wealth LLC. | 1.421.998 $ | |||||||||||
| Quantinno Capital Management LP | 1.412.046 $ | +715.200 $ | +102,6 % | 696.846 $ | +224.951 $ | +47,7 % | 471.895 $ | |||||
| Global Assets Advisory, LLC | 1.407.088 $ | |||||||||||
| Essex Financial Services, Inc. | 1.405.247 $ | +453.059 $ | +47,6 % | 952.188 $ | +206.952 $ | +27,8 % | 745.236 $ | +538.988 $ | +261,3 % | |||
| Independent Advisor Alliance | 1.353.233 $ | |||||||||||
| Steelhead Wealth Management LLC | 1.302.000 $ | +207.000 $ | +18,9 % | 1.095.000 $ | ||||||||
| Y-Intercept (Hong Kong) Ltd | 294.215 $ | -966.335 $ | -76,7 % | 1.260.550 $ | +936.502 $ | +289,0 % | ||||||
| Valued Retirements, Inc. | 1.257.357 $ | +119.327 $ | +10,5 % | 1.138.030 $ | +32.809 $ | +3,0 % | 1.105.221 $ | +394.284 $ | +55,5 % | |||
| Pachira Investments Inc. | 1.245.582 $ | +43.098 $ | +3,6 % | 1.202.484 $ | +125.975 $ | +11,7 % | 1.076.509 $ | +66.469 $ | +6,6 % | 1.010.040 $ | +34.711 $ | +3,6 % |
| Southland Equity Partners LLC | 1.215.929 $ | +64.691 $ | +5,6 % | 1.151.238 $ | +154.727 $ | +15,5 % | 996.511 $ | -3.058 $ | -0,3 % | 999.569 $ | +17.828 $ | +1,8 % |
| TENET WEALTH PARTNERS, LLC | 1.134.917 $ | +106.772 $ | +10,4 % | 1.028.145 $ | ||||||||
| Wavvest Wealth LLC | 1.130.433 $ | |||||||||||
| PRAIRIE ADVISORY, LLC | 1.125.456 $ | +626.918 $ | +125,8 % | 498.538 $ | ||||||||
| Capital Analysts, LLC | 1.113.000 $ | +239.000 $ | +27,3 % | 874.000 $ | +586.000 $ | +203,5 % | 288.000 $ | +279.000 $ | +3.100,0 % | |||
| Meridian Financial Advisors, LLC | 1.111.966 $ | +68.226 $ | +6,5 % | 1.043.740 $ | +462.875 $ | +79,7 % | 580.865 $ | +244.666 $ | +72,8 % | 336.199 $ | ||
| Csenge Advisory Group | 1.102.805 $ | +475.459 $ | +75,8 % | 627.346 $ | +262.453 $ | +71,9 % | 364.893 $ | |||||
| Key Client Fiduciary Advisors, LLC | 1.094.388 $ | +118.098 $ | +12,1 % | 976.290 $ | +65.839 $ | +7,2 % | 910.451 $ | +104.463 $ | +13,0 % | 805.988 $ | +97.665 $ | +13,8 % |
| Entelevest, LLC | 1.091.740 $ | +198.990 $ | +22,3 % | 892.750 $ | +7.277 $ | +0,8 % | 885.473 $ | |||||
| WCG Wealth Advisors LLC | 1.073.472 $ | +392.987 $ | +57,8 % | 680.485 $ | ||||||||
| Fortis Group Advisors, LLC | 1.010.159 $ | +78.945 $ | +8,5 % | 931.214 $ | -777 $ | -0,1 % | 931.991 $ | +115.039 $ | +14,1 % | |||
| EARNED WEALTH ADVISORS, LLC | 1.003.037 $ | +98.512 $ | +10,9 % | 904.525 $ | -7.481 $ | -0,8 % | 912.006 $ | |||||
| Creative Planning | 954.540 $ | -47.713 $ | -4,8 % | 1.002.253 $ | +605.089 $ | +152,4 % | 397.164 $ | -49.073 $ | -11,0 % | |||
| Mariner, LLC | 949.525 $ | -36.812 $ | -3,7 % | 986.337 $ | +405.402 $ | +69,8 % | 580.935 $ | -2.038.981 $ | -77,8 % | |||
| GOLDMAN SACHS GROUP INC | 973.503 $ | +546.190 $ | +127,8 % | 427.313 $ | ||||||||
| WINNACLE WEALTH LLC | 960.089 $ | |||||||||||
| ARBOR CAPITAL MANAGEMENT INC /ADV | 753.670 $ | -198.515 $ | -20,8 % | 952.185 $ | +124.942 $ | +15,1 % | 827.243 $ | |||||
| Next Level Private LLC | 951.021 $ | +12.134 $ | +1,3 % | 938.887 $ | +76.034 $ | +8,8 % | 862.853 $ | |||||
| Triumph Capital Management | 931.021 $ | +15.638 $ | +1,7 % | 915.383 $ | +19.736 $ | +2,2 % | 895.647 $ | +870.974 $ | +3.530,1 % | 24.673 $ | ||
| Fortune Financial Group, Inc. | 921.033 $ | +239.274 $ | +35,1 % | 681.759 $ | +426.753 $ | +167,4 % | 255.006 $ | |||||
| Lunt Capital Management, Inc. | 904.350 $ | +121.035 $ | +15,5 % | 783.315 $ | +384.167 $ | +96,2 % | ||||||
| FIFTH THIRD SECURITIES, INC. | 864.632 $ | +383.397 $ | +79,7 % | 481.235 $ | ||||||||
| Rollins Financial Advisors, LLC | 854.550 $ | +122.765 $ | +16,8 % | 731.785 $ | -5.851 $ | -0,8 % | 737.636 $ | +91.916 $ | +14,2 % | |||
| INTEGRITY ALLIANCE, LLC. | 843.608 $ | |||||||||||
| Daner Wealth Management, LLC | 839.164 $ | +1.737 $ | +0,2 % | 837.427 $ | +81.009 $ | +10,7 % | 756.418 $ | +79.446 $ | +11,7 % | |||
| Wall Capital Group, Inc. | 807.667 $ | +292.693 $ | +56,8 % | 514.974 $ | ||||||||
| Sankala Group LLC | 777.378 $ | +449.636 $ | +137,2 % | 327.742 $ | +8.259 $ | +2,6 % | 319.483 $ | |||||
| Atlantic Union Bankshares Corp | 770.325 $ | |||||||||||
| Berger Financial Group, Inc | 746.685 $ | +206.614 $ | +38,3 % | 540.071 $ | +52.659 $ | +10,8 % | 487.412 $ | +272.034 $ | +126,3 % | |||
| AQR CAPITAL MANAGEMENT LLC | 711.863 $ | +229.802 $ | +47,7 % | 482.061 $ | +164.906 $ | +52,0 % | 317.155 $ | +59.552 $ | +23,1 % | |||
| RASP WEALTH SOLUTIONS, LLC | 707.234 $ | |||||||||||
| Advisory Services Network, LLC | 419.946 $ | -275.587 $ | -39,6 % | 695.533 $ | +21.554 $ | +3,2 % | 673.979 $ | +160.918 $ | +31,4 % | |||
| Scarborough Advisors, LLC | 682.211 $ | +579.973 $ | +567,3 % | 102.238 $ | -846 $ | -0,8 % | 103.084 $ | +78.357 $ | +316,9 % | |||
| Stratos Wealth Partners, LTD. | 681.826 $ | +59.553 $ | +9,6 % | 622.273 $ | +86.746 $ | +16,2 % | ||||||
| D. E. Shaw & Co., Inc. | 673.380 $ | -5.325.233 $ | -88,8 % | |||||||||
| IHT Wealth Management, LLC | 649.834 $ | +373.400 $ | +135,1 % | 276.434 $ | +63.006 $ | +29,5 % | 213.428 $ | |||||
| Fermata Advisors, LLC | 632.926 $ | +247.493 $ | +64,2 % | 385.433 $ | ||||||||
| Fiduciary Alliance LLC | 632.662 $ | +129.114 $ | +25,6 % | 503.548 $ | +56.053 $ | +12,5 % | 447.495 $ | +130.783 $ | +41,3 % | 316.712 $ | +84.553 $ | +36,4 % |
| Redhawk Wealth Advisors, Inc. | 371.713 $ | -259.958 $ | -41,2 % | 631.671 $ | +132.765 $ | +26,6 % | 498.906 $ | -5.420.042 $ | -91,6 % | |||
| Geneos Wealth Management Inc. | 630.332 $ | +134.030 $ | +27,0 % | 496.302 $ | +283.469 $ | +133,2 % | 212.833 $ | +109.226 $ | +105,4 % | |||
| Ausdal Financial Partners, Inc. | 615.082 $ | +72.039 $ | +13,3 % | 543.043 $ | +55.655 $ | +11,4 % | 487.388 $ | +45.493 $ | +10,3 % | |||
| Independent Wealth Network Inc. | 601.991 $ | +263.693 $ | +77,9 % | 338.298 $ | +44.181 $ | +15,0 % | 294.117 $ | |||||
| PATTON ALBERTSON MILLER GROUP, LLC | 601.574 $ | +106.917 $ | +21,6 % | 494.657 $ | ||||||||
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 529.123 $ | -9.938 $ | -1,8 % | 539.061 $ | -59.072 $ | -9,9 % | 598.133 $ | +29.322 $ | +5,2 % | |||
| LaSalle St. Investment Advisors, LLC | 591.046 $ | +53.515 $ | +10,0 % | 537.531 $ | +103.531 $ | +23,9 % | 434.000 $ | +170.000 $ | +64,4 % | |||
| J.W. COLE ADVISORS, INC. | 590.704 $ | +305.942 $ | +107,4 % | 284.762 $ | ||||||||
| Madison Wealth Partners, Inc | 584.489 $ | |||||||||||
| Cornerstone Wealth Management, LLC | 584.320 $ | +42.567 $ | +7,9 % | 541.753 $ | +53.143 $ | +10,9 % | ||||||
| Vise Technologies, Inc. | 564.424 $ | +0 $ | +0,0 % | 564.424 $ | ||||||||
| BEACON FINANCIAL PLANNING, INC | 560.526 $ | |||||||||||
| Orion Porfolio Solutions, LLC | 259.916 $ | -281.748 $ | -52,0 % | 541.664 $ | +271.390 $ | +100,4 % | ||||||
| World Investment Advisors | 541.432 $ | +64.589 $ | +13,5 % | |||||||||
| TD Waterhouse Canada Inc. | 535.499 $ | +52.653 $ | +10,9 % | 482.846 $ | +270.181 $ | +127,0 % | 212.665 $ | +141.346 $ | +198,2 % | |||
| Solano Wealth Investment Advisors LLC | 534.524 $ | +93.307 $ | +21,1 % | 441.217 $ | +55.673 $ | +14,4 % | 385.544 $ | +32.612 $ | +9,2 % | |||
| Corient Private Wealth LP | 513.411 $ | |||||||||||
| Signet Private Wealth LLC | 502.527 $ | +136.406 $ | +37,3 % | 366.121 $ | +16.808 $ | +4,8 % | 349.313 $ | |||||
| Integrated Advisors Network LLC | 501.749 $ | +40.530 $ | +8,8 % | 461.219 $ | +193.874 $ | +72,5 % | 267.345 $ | |||||
| May Hill Capital, LLC | 215.115 $ | -285.872 $ | -57,1 % | 500.987 $ | +287.915 $ | +135,1 % | ||||||
| Triad Wealth Partners, LLC | 498.463 $ | |||||||||||
| Financial Partners Group, Inc | 497.289 $ | +22.448 $ | +4,7 % | 474.841 $ | +57.465 $ | +13,8 % | 417.376 $ | +62.787 $ | +17,7 % | |||
| HRT FINANCIAL LP | 490.000 $ | |||||||||||
| Stronghold Wealth Management L.L.C. | 472.511 $ | +176.125 $ | +59,4 % | 296.386 $ | +30.412 $ | +11,4 % | 265.974 $ | +62.755 $ | +30,9 % | 203.219 $ | ||
| CoreCap Advisors, LLC | 472.107 $ | +68.948 $ | +17,1 % | 403.159 $ | -15.490 $ | -3,7 % | 418.649 $ | +181.587 $ | +76,6 % | 237.062 $ | +231.825 $ | +4.426,7 % |
| Qube Research & Technologies Ltd | 436.910 $ | |||||||||||
| West Financial Advisors, LLC | 433.079 $ | +287.538 $ | +197,6 % | 145.541 $ | ||||||||
| CIBC WORLD MARKET INC. | 430.169 $ | +38.886 $ | +9,9 % | 391.283 $ | +88.149 $ | +29,1 % | 303.134 $ | |||||
| FLORIDA FINANCIAL ADVISORS, LLC | 405.615 $ | -19.512 $ | -4,6 % | 425.127 $ | +88.984 $ | +26,5 % | 336.143 $ | +128.281 $ | +61,7 % | |||
| Baron Wealth Management LLC | 418.573 $ | +41.074 $ | +10,9 % | 377.499 $ | -3.154 $ | -0,8 % | 380.653 $ | +80.617 $ | +26,9 % | |||
| Fortis Capital Advisors, LLC | 410.876 $ | +48.109 $ | +13,3 % | 362.767 $ | -18.110 $ | -4,8 % | 380.877 $ | |||||
| Commerce Advisors, LLC | 409.332 $ | +9.199 $ | +2,3 % | 400.133 $ | +47.778 $ | +13,6 % | 352.355 $ | |||||
| Brand Asset Management Group, Inc. | 383.740 $ | -152.144 $ | -28,4 % | |||||||||
| PRIVATE TRUST CO NA | 382.355 $ | +27.247 $ | +7,7 % | 355.108 $ | +32.100 $ | +9,9 % | 323.008 $ | +180.304 $ | +126,3 % | 142.704 $ | -53.064 $ | -27,1 % |
| WILLNER & HELLER, LLC | 380.845 $ | +32.340 $ | +9,3 % | 348.505 $ | +94.819 $ | +37,4 % | 253.686 $ | |||||
| JHP Wealth Management, LLC | 373.867 $ | +53.007 $ | +16,5 % | 320.860 $ | +39.710 $ | +14,1 % | 281.150 $ | |||||
| CIBC Bancorp USA Inc. | 361.439 $ | +32.673 $ | +9,9 % | 328.766 $ | ||||||||
| BNB Wealth Management, LLC | 358.665 $ | +85.288 $ | +31,2 % | 273.377 $ | ||||||||
| FMR LLC | 342.679 $ | +214.875 $ | +168,1 % | 127.804 $ | +84.269 $ | +193,6 % | 43.535 $ | +24.602 $ | +129,9 % | |||
| Global Retirement Partners, LLC | 341.920 $ | -18.421 $ | -5,1 % | |||||||||
| Wealthcare Advisory Partners LLC | 338.468 $ | |||||||||||
| Galvin, Gaustad & Stein, LLC | 334.857 $ | |||||||||||
| CIBC Private Wealth Group LLC | 333.142 $ | |||||||||||
| UPTICK PARTNERS, LLC | 330.442 $ | +57.172 $ | +20,9 % | 273.270 $ | -3.580 $ | -1,3 % | 276.850 $ | |||||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 327.040 $ | +18.701 $ | +6,1 % | 308.339 $ | +76.576 $ | +33,0 % | 231.763 $ | +17.906 $ | +8,4 % | 213.857 $ | ||
| Wedmont Private Capital | 325.658 $ | |||||||||||
| Redwood Financial Network Corp | 323.119 $ | |||||||||||
| AE Wealth Management LLC | 322.189 $ | +178.399 $ | +124,1 % | 143.790 $ | +113.838 $ | +380,1 % | 29.952 $ | +16.562 $ | +123,7 % | |||
| MONECO ADVISORS, LLC | 321.243 $ | +31.126 $ | +10,7 % | 290.117 $ | ||||||||
| SAGESPRING WEALTH PARTNERS, LLC | 300.490 $ | -15.735 $ | -5,0 % | 316.225 $ | -622.020 $ | -66,3 % | ||||||
| Main Street Financial Solutions, LLC | 310.394 $ | -4.132 $ | -1,3 % | 314.526 $ | +8.943 $ | +2,9 % | ||||||
| CULLEN/FROST BANKERS, INC. | 312.183 $ | |||||||||||
| Arax Advisory Partners | 310.883 $ | +273.467 $ | +730,9 % | 37.416 $ | +3.796 $ | +11,3 % | 33.620 $ | +957 $ | +2,9 % | |||
| MATHER GROUP, LLC. | 306.787 $ | +156.002 $ | +103,5 % | 150.785 $ | +80.590 $ | +114,8 % | 70.195 $ | |||||
| Maridea Wealth Management LLC | 306.420 $ | +99.088 $ | +47,8 % | 207.332 $ | ||||||||
| ADAPT WEALTH ADVISORS, LLC | 301.631 $ | |||||||||||
| Plante Moran Financial Advisors, LLC | 298.074 $ | |||||||||||
| Naviter Wealth, LLC | 295.120 $ | |||||||||||
| LOCKERMAN FINANCIAL GROUP, INC. | 292.552 $ | +31.848 $ | +12,2 % | 260.704 $ | +11.324 $ | +4,5 % | 249.380 $ | +11.994 $ | +5,1 % | |||
| John W. Brooker & Co., CPAs | 287.305 $ | +144 $ | +0,1 % | 287.161 $ | +76.575 $ | +36,4 % | 210.586 $ | -2.803 $ | -1,3 % | 213.389 $ | ||
| PARTNERS WEALTH MANAGEMENT, LLC | 265.939 $ | +23.327 $ | +9,6 % | 242.612 $ | ||||||||
| Golden State Wealth Management, LLC | 143.889 $ | -21.120 $ | -12,8 % | 165.009 $ | -80.360 $ | -32,8 % | 245.369 $ | -89.719 $ | -26,8 % | |||
| Regatta Research & Money Management | 245.263 $ | |||||||||||
| Nuveen, LLC | 244.356 $ | |||||||||||
| Planned Solutions, Inc. | 225.421 $ | +2.770 $ | +1,2 % | 222.651 $ | ||||||||
| SteelPeak Wealth, LLC | 224.811 $ | |||||||||||
| Brooklyn Investment Group | 222.267 $ | |||||||||||
| Collier Financial | 219.338 $ | +19.827 $ | +9,9 % | 199.511 $ | -2.655 $ | -1,3 % | 202.166 $ | +5.748 $ | +2,9 % | |||
| OMNI 360 Wealth, Inc. | 206.315 $ | |||||||||||
| IFP Advisors, Inc | 189.590 $ | -9.608 $ | -4,8 % | 199.198 $ | +16.142 $ | +8,8 % | 183.056 $ | -5.549 $ | -2,9 % | 188.605 $ | +4.985 $ | +2,7 % |
| MORGAN STANLEY | 110.341 $ | -82.805 $ | -42,9 % | 193.146 $ | +17.511 $ | +10,0 % | 175.635 $ | +150.050 $ | +586,5 % | |||
| Rockefeller Capital Management L.P. | 183.204 $ | +16.586 $ | +10,0 % | 166.618 $ | +115.105 $ | +223,4 % | 51.513 $ | +1.464 $ | +2,9 % | |||
| MAI Capital Management | 101.899 $ | -49.702 $ | -32,8 % | 151.601 $ | +52.038 $ | +52,3 % | ||||||
| Aptus Capital Advisors, LLC | 134.085 $ | +47.657 $ | +55,1 % | 86.428 $ | +74.314 $ | +613,5 % | 12.114 $ | +1.748 $ | +16,9 % | |||
| Lodestone Wealth Management LLC | 125.376 $ | +1.540 $ | +1,2 % | 123.836 $ | +11.195 $ | +9,9 % | 112.641 $ | -1.500 $ | -1,3 % | 114.141 $ | ||
| Harel Insurance Investments & Financial Services Ltd. | 121.000 $ | +11.000 $ | +10,0 % | 110.000 $ | -1.000 $ | -0,9 % | 111.000 $ | +3.000 $ | +2,8 % | |||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 119.760 $ | |||||||||||
| GGM Financial LLC | 118.512 $ | +68.530 $ | +137,1 % | 49.982 $ | ||||||||
| Abound Wealth Management | 114.726 $ | |||||||||||
| EP Wealth Advisors, LLC | 113.990 $ | |||||||||||
| Polaris Financial Partners | 101.000 $ | |||||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 6.752 $ | -79.731 $ | -92,2 % | 86.483 $ | ||||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 36.958 $ | -38.557 $ | -51,1 % | 75.515 $ | -9.841 $ | -11,5 % | 85.356 $ | +1.456 $ | +1,7 % | |||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 82.579 $ | |||||||||||
| ARMSTRONG ADVISORY GROUP, INC | 81.164 $ | -1.080 $ | -1,3 % | 82.244 $ | +2.338 $ | +2,9 % | ||||||
| WHITTIER TRUST CO OF NEVADA INC | 73.451 $ | +4.630 $ | +6,7 % | 68.821 $ | ||||||||
| Russell Investments Group, Ltd. | 70.780 $ | |||||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 69.939 $ | +6.549 $ | +10,3 % | 63.390 $ | -713 $ | -1,1 % | 64.103 $ | +21.277 $ | +49,7 % | |||
| Community Financial Services Group, LLC | 67.656 $ | |||||||||||
| Planning Strategies Inc. | 57.097 $ | +702 $ | +1,2 % | 56.395 $ | ||||||||
| BESSEMER GROUP INC | 47.000 $ | -8.000 $ | -14,5 % | 55.000 $ | +26.000 $ | +89,7 % | 29.000 $ | +0 $ | +0,0 % | |||
| Destiny Wealth Partners, LLC | 49.959 $ | |||||||||||
| Harbor Asset Planning, Inc. | 45.544 $ | +4.469 $ | +10,9 % | 41.075 $ | ||||||||
| Ascentis Wealth Management, LLC | 42.543 $ | +3.845 $ | +9,9 % | 38.698 $ | -515 $ | -1,3 % | 39.213 $ | +1.115 $ | +2,9 % | |||
| WELLINGTON-ALTUS USA INC. | 37.681 $ | +20.176 $ | +115,3 % | 17.505 $ | ||||||||
| Medallion Wealth Advisors, LLC | 36.052 $ | |||||||||||
| US BANCORP \DE\ | 33.069 $ | |||||||||||
| Trust Co | 2.576 $ | +32 $ | +1,3 % | 2.544 $ | +230 $ | +9,9 % | 2.314 $ | -28.450 $ | -92,5 % | 30.764 $ | ||
| Larson Financial Group LLC | 21.062 $ | +16.097 $ | +324,2 % | 4.965 $ | ||||||||
| Ashton Thomas Private Wealth, LLC | 20.981 $ | +1.897 $ | +9,9 % | 19.084 $ | ||||||||
| VANGUARD ADVISERS INC | 20.155 $ | +11.967 $ | +146,2 % | 8.188 $ | ||||||||
| UBS Group AG | 17.605 $ | |||||||||||
| JFS WEALTH ADVISORS, LLC | 16.294 $ | |||||||||||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 15.737 $ | +450 $ | +2,9 % | 15.287 $ | ||||||||
| ASSETMARK, INC | 14.833 $ | +14.411 $ | +3.414,9 % | 422 $ | +38 $ | +9,9 % | 384 $ | -5 $ | -1,3 % | 389 $ | -4.254 $ | -91,6 % |
| Wealth Enhancement Trust Services, Inc. | 8.607 $ | +106 $ | +1,2 % | 8.501 $ | -5.922 $ | -41,1 % | 14.423 $ | |||||
| Indiana Trust & Investment Management Co | 13.875 $ | |||||||||||
| CX Institutional | 12.000 $ | |||||||||||
| Steigerwald, Gordon & Koch Inc. | 9.736 $ | +957 $ | +10,9 % | 8.779 $ | -73 $ | -0,8 % | 8.852 $ | +437 $ | +5,2 % | |||
| FIRST COMMUNITY TRUST NA | 9.156 $ | +112 $ | +1,2 % | 9.044 $ | +818 $ | +9,9 % | 8.226 $ | -110 $ | -1,3 % | 8.336 $ | ||
| GK Wealth Management LLC | 9.156 $ | |||||||||||
| Cape Investment Advisory, Inc. | 6.557 $ | |||||||||||
| BANK OF MONTREAL /CAN/ | 5.426 $ | +490 $ | +9,9 % | 4.936 $ | -90 $ | -1,8 % | 5.026 $ | +167 $ | +3,4 % | |||
| Kilter Group LLC | 4.594 $ | +415 $ | +9,9 % | 4.179 $ | -56 $ | -1,3 % | 4.235 $ | +121 $ | +2,9 % | |||
| Atomic Invest LLC | 4.017 $ | +467 $ | +13,2 % | 3.550 $ | ||||||||
| Noble Wealth Management PBC | 3.296 $ | -201 $ | -5,7 % | 3.497 $ | ||||||||
| Crews Bank & Trust | 3.135 $ | +283 $ | +9,9 % | 2.852 $ | -38 $ | -1,3 % | 2.890 $ | |||||
| Blue Trust, Inc. | 2.381 $ | |||||||||||
| Hilton Head Capital Partners, LLC | 2.110 $ | +191 $ | +10,0 % | 1.919 $ | -26 $ | -1,3 % | 1.945 $ | |||||
| Root Financial Partners, LLC | 1.404 $ | -241 $ | -14,7 % | 1.645 $ | -22 $ | -1,3 % | 1.667 $ | |||||
| CITIGROUP INC | 301 $ | -1.015 $ | -77,1 % | 1.316 $ | ||||||||
| NFSG Corp | 1.160 $ | +14 $ | +1,2 % | 1.146 $ | +104 $ | +10,0 % | 1.042 $ | -14 $ | -1,3 % | 1.056 $ | +30 $ | +2,9 % |
| BNP PARIBAS FINANCIAL MARKETS | 1.097 $ | |||||||||||
| SOA Wealth Advisors, LLC. | 970 $ | |||||||||||
| Physician Wealth Advisors, Inc. | 967 $ | |||||||||||
| Total | 345.112.196 $ | +9.513.386 $ | +59,5 % | 2.675.692.647 $ | +483.824.729 $ | +101,9 % | 2.188.143.779 $ | +428.862.954 $ | +136,3 % | 1.684.397.953 $ | +346.567.725 $ | +150,9 % |