| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 1.245.437.329 $ | +221.994.949 $ | +256,8 % | 3.261.798.820 $ | +573.963.639 $ | +198,3 % | 2.629.082.966 $ | +7.101.152 $ | +97,7 % | 2.714.739.547 $ | +612.866.143 $ | +3.340,9 % |
| SEI INVESTMENTS CO | 1.887.852.410 $ | +250.566.820 $ | +15,3 % | 1.637.285.590 $ | +34.426.028 $ | +2,1 % | 1.602.859.562 $ | +43.754.122 $ | +2,8 % | |||
| SUMMIT WEALTH GROUP LLC / CO | 701.114.762 $ | +129.947.751 $ | +22,8 % | 571.167.011 $ | +138.544.512 $ | +32,0 % | 432.622.499 $ | +83.396.217 $ | +23,9 % | 349.226.282 $ | +348.977.026 $ | +140.007,5 % |
| OSAIC HOLDINGS, INC. | 53.032.835 $ | +30.298.328 $ | +133,3 % | 22.734.507 $ | -198.012.354 $ | -89,7 % | 220.746.861 $ | +200.787.657 $ | +1.006,0 % | |||
| Diversified Enterprises, LLC | 122.458.249 $ | +6.520.615 $ | +5,6 % | 115.937.634 $ | +13.323.889 $ | +13,0 % | 102.613.745 $ | +95.444.096 $ | +1.331,2 % | 7.169.649 $ | +3.080.822 $ | +75,3 % |
| S&T BANK/PA | 102.296.633 $ | +26.586.593 $ | +35,1 % | 75.710.040 $ | +7.356.731 $ | +10,8 % | 68.353.309 $ | +5.147.939 $ | +8,1 % | |||
| Merit Financial Group, LLC | 90.184.887 $ | +10.864.273 $ | +13,7 % | 79.320.614 $ | +30.849.572 $ | +63,6 % | 48.471.042 $ | +29.256.565 $ | +152,3 % | 19.214.477 $ | +1.224.570 $ | +6,8 % |
| 3EDGE Asset Management, LP | 47.840.947 $ | +11.485.948 $ | +31,6 % | 36.354.999 $ | +25.112.980 $ | +223,4 % | 11.242.019 $ | -49.838.662 $ | -81,6 % | 61.080.681 $ | ||
| Pollock Investment Advisors, LLC | 51.512.576 $ | +1.500.892 $ | +3,0 % | |||||||||
| TRUIST FINANCIAL CORP | 48.878.798 $ | +13.158.312 $ | +36,8 % | 35.720.486 $ | +4.395.249 $ | +14,0 % | 31.325.237 $ | -459.830 $ | -1,4 % | 31.785.067 $ | +524.515 $ | +1,7 % |
| ENVESTNET ASSET MANAGEMENT INC | 43.982.651 $ | +10.080.455 $ | +29,7 % | 33.902.196 $ | -537.145 $ | -1,6 % | 34.439.341 $ | +850.453 $ | +2,5 % | |||
| Beacon Pointe Advisors, LLC | 33.773.854 $ | +4.540.425 $ | +15,5 % | 29.233.429 $ | +20.648 $ | +0,1 % | 29.212.781 $ | +648.498 $ | +2,3 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 30.179.318 $ | +6.698.314 $ | +28,5 % | 23.481.004 $ | +8.047.333 $ | +52,1 % | 15.433.671 $ | -17.345.134 $ | -52,9 % | 32.778.805 $ | +1.831.551 $ | +5,9 % |
| Yeomans Consulting Group, Inc. | 24.747.034 $ | |||||||||||
| Savant Capital, LLC | 22.645.740 $ | +16.008.330 $ | +241,2 % | 6.637.410 $ | ||||||||
| K2 Financial Inc. | 21.246.400 $ | +6.687.932 $ | +45,9 % | 14.558.468 $ | +903.294 $ | +6,6 % | 13.655.174 $ | +873.103 $ | +6,8 % | 12.782.071 $ | +567.873 $ | +4,6 % |
| Cambridge Investment Research Advisors, Inc. | 19.902.000 $ | +3.670.000 $ | +22,6 % | 16.232.000 $ | +2.464.000 $ | +17,9 % | 13.768.000 $ | +1.947.000 $ | +16,5 % | 11.821.000 $ | +1.067.000 $ | +9,9 % |
| COMPASS CAPITAL CORP /MA/ /ADV | 17.834.977 $ | +2.076.110 $ | +13,2 % | 15.758.867 $ | +1.734.682 $ | +12,4 % | 14.024.185 $ | +1.295.763 $ | +10,2 % | |||
| Perigon Wealth Management, LLC | 14.914.496 $ | +3.070.278 $ | +25,9 % | 11.844.218 $ | +3.387.441 $ | +40,1 % | 8.456.777 $ | |||||
| Global Retirement Partners, LLC | 12.382.113 $ | +3.504.594 $ | +39,5 % | 8.877.519 $ | ||||||||
| Apella Capital, LLC | 7.016.339 $ | -3.869.609 $ | -35,5 % | 10.885.948 $ | -1.157.339 $ | -9,6 % | 12.043.287 $ | +559.340 $ | +4,9 % | 11.483.947 $ | +1.301.481 $ | +12,8 % |
| PETRA FINANCIAL ADVISORS INC | 11.800.998 $ | +5.952.075 $ | +101,8 % | 5.848.923 $ | +316.519 $ | +5,7 % | ||||||
| Csenge Advisory Group | 11.695.494 $ | +3.320.508 $ | +39,6 % | 8.374.986 $ | +1.366.351 $ | +19,5 % | 7.008.635 $ | -707.595 $ | -9,2 % | 7.716.230 $ | +614.985 $ | +8,7 % |
| Stark Wealth Management LLC | 10.847.491 $ | +2.421.918 $ | +28,7 % | |||||||||
| JANE STREET GROUP, LLC | 3.020.583 $ | -7.297.118 $ | -70,7 % | 10.317.701 $ | +8.695.315 $ | +536,0 % | 1.622.386 $ | +423.167 $ | +35,3 % | |||
| StoneCrest Wealth Management, Inc. | 9.768.714 $ | +122.970 $ | +1,3 % | 9.645.744 $ | ||||||||
| United Advisor Group, LLC | 8.093.521 $ | +1.192.435 $ | +17,3 % | 6.901.086 $ | +1.282.528 $ | +22,8 % | 5.618.558 $ | +280.712 $ | +5,3 % | 5.337.846 $ | +881.552 $ | +19,8 % |
| LPL Financial LLC | 7.805.505 $ | +1.305.790 $ | +20,1 % | 6.499.715 $ | +3.297.190 $ | +103,0 % | 3.202.525 $ | +925.125 $ | +40,6 % | 2.277.400 $ | +27.081 $ | +1,2 % |
| Ameritas Advisory Services, LLC | 33.914 $ | -7.487.847 $ | -99,5 % | 7.521.761 $ | -96.250 $ | -1,3 % | 7.618.011 $ | +7.609.482 $ | +89.218,9 % | |||
| Stewardship Advisors, LLC | 7.532.375 $ | +1.697.570 $ | +29,1 % | 5.834.805 $ | +1.350.944 $ | +30,1 % | 4.483.861 $ | +96.735 $ | +2,2 % | 4.387.126 $ | +353.418 $ | +8,8 % |
| NewEdge Advisors, LLC | 7.486.693 $ | +915.368 $ | +13,9 % | 6.571.325 $ | +28.290 $ | +0,4 % | 6.543.035 $ | +124.099 $ | +1,9 % | |||
| Meriwether Wealth & Planning, LLC | 5.009.441 $ | +451.779 $ | +9,9 % | 4.557.662 $ | -2.892.622 $ | -38,8 % | 7.450.284 $ | +436.487 $ | +6,2 % | 7.013.797 $ | +848.581 $ | +13,8 % |
| Mariner, LLC | 7.166.722 $ | +6.964.011 $ | +3.435,4 % | |||||||||
| BlueChip Wealth Advisors LLC | 365.319 $ | +11.688 $ | +3,3 % | 353.631 $ | -6.621.496 $ | -94,9 % | 6.975.127 $ | +222.364 $ | +3,3 % | |||
| FAI Advisors, Inc. | 6.379.867 $ | -449.557 $ | -6,6 % | 6.829.424 $ | +1.041.000 $ | +18,0 % | 5.788.424 $ | +37.707 $ | +0,7 % | 5.750.717 $ | +309.428 $ | +5,7 % |
| Lynx Investment Advisory | 6.716.757 $ | +923.469 $ | +15,9 % | 5.793.288 $ | +1.124.864 $ | +24,1 % | 4.668.424 $ | -46.312 $ | -1,0 % | 4.714.736 $ | +396.379 $ | +9,2 % |
| LexAurum Advisors, LLC | 6.176.172 $ | +2.004.422 $ | +48,0 % | 4.171.750 $ | +1.337.082 $ | +47,2 % | 2.834.668 $ | -4.817 $ | -0,2 % | |||
| EXENCIAL WEALTH ADVISORS, LLC | 5.446.328 $ | +143.022 $ | +2,7 % | 5.303.306 $ | -554.439 $ | -9,5 % | ||||||
| CAHILL FINANCIAL ADVISORS INC | 4.375.025 $ | +359.917 $ | +9,0 % | 4.015.108 $ | -1.314.780 $ | -24,7 % | 5.329.888 $ | -586.883 $ | -9,9 % | |||
| OLD MISSION CAPITAL LLC | 1.217.357 $ | -3.570.512 $ | -74,6 % | 4.787.869 $ | +3.939.954 $ | +464,7 % | 847.915 $ | |||||
| TWO SIGMA INVESTMENTS, LP | 4.468.800 $ | |||||||||||
| Turning Point Benefit Group, Inc. | 4.069.505 $ | -173.452 $ | -4,1 % | 4.242.957 $ | +4.188.092 $ | +7.633,4 % | 54.865 $ | -272.874 $ | -83,3 % | |||
| Independent Wealth Network Inc. | 4.059.799 $ | +2.145.698 $ | +112,1 % | 1.914.101 $ | +754.789 $ | +65,1 % | 1.159.312 $ | +709.001 $ | +157,4 % | 450.311 $ | ||
| CORA CAPITAL ADVISORS LLC | 3.630.900 $ | -96.965 $ | -2,6 % | 3.727.865 $ | +1.805.945 $ | +94,0 % | 1.921.920 $ | -45.553 $ | -2,3 % | 1.967.473 $ | +714.077 $ | +57,0 % |
| OneAscent Financial Services LLC | 3.357.634 $ | +827.565 $ | +32,7 % | 2.530.069 $ | -104.293 $ | -4,0 % | 2.634.362 $ | +155.237 $ | +6,3 % | |||
| CITADEL ADVISORS LLC | 3.246.445 $ | +670.322 $ | +26,0 % | 2.576.123 $ | -175.118 $ | -6,4 % | 2.751.241 $ | +675.443 $ | +32,5 % | |||
| AMERIFLEX GROUP, INC. | 3.134.248 $ | |||||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.518.788 $ | -559.027 $ | -18,2 % | 3.077.815 $ | +928.689 $ | +43,2 % | 2.149.126 $ | +368.522 $ | +20,7 % | |||
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 3.002.888 $ | +1.389.570 $ | +86,1 % | 1.613.318 $ | ||||||||
| Chatterton & Associates Inc. | 2.976.969 $ | +226.728 $ | +8,2 % | 2.750.241 $ | +1.244.272 $ | +82,6 % | 1.505.969 $ | |||||
| James Hambro & Partners LLP | 2.903.199 $ | +1.516.132 $ | +109,3 % | 1.387.067 $ | +64.569 $ | +4,9 % | 1.322.498 $ | +20.129 $ | +1,5 % | 1.302.369 $ | -24.834 $ | -1,9 % |
| ROYAL BANK OF CANADA | 2.739.000 $ | +1.008.000 $ | +58,2 % | 1.731.000 $ | +330.000 $ | +23,6 % | 1.401.000 $ | -667.000 $ | -32,3 % | |||
| Cetera Investment Advisers | 2.671.064 $ | +936.639 $ | +54,0 % | 1.734.425 $ | +385.391 $ | +28,6 % | 1.349.034 $ | +557.652 $ | +70,5 % | |||
| Advisory Services Network, LLC | 2.592.863 $ | +1.745.436 $ | +206,0 % | 847.427 $ | ||||||||
| Rossby Financial, LCC | 2.512.144 $ | +1.611.346 $ | +178,9 % | 900.798 $ | +309.060 $ | +52,2 % | 591.738 $ | |||||
| 55 North Private Wealth, LLC | 2.443.953 $ | +1.244.583 $ | +103,8 % | 1.199.370 $ | ||||||||
| GOLDMAN SACHS GROUP INC | 2.398.824 $ | |||||||||||
| Cassady Wealth & Retirement Planning, LLC | 2.357.097 $ | +102.166 $ | +4,5 % | 2.254.931 $ | +87.495 $ | +4,0 % | 2.167.436 $ | |||||
| Stratos Wealth Partners, LTD. | 2.338.037 $ | +888.914 $ | +61,3 % | 1.449.123 $ | -405.047 $ | -21,8 % | 1.854.170 $ | -114.534 $ | -5,8 % | |||
| PRINCIPAL SECURITIES, INC. | 2.331.292 $ | +382.736 $ | +19,6 % | 1.948.556 $ | -17.987 $ | -0,9 % | 1.966.543 $ | +29.045 $ | +1,5 % | |||
| TBH Global Asset Management, LLC | 1.839.027 $ | -415.298 $ | -18,4 % | 2.254.325 $ | +845.324 $ | +60,0 % | 1.409.001 $ | +14.939 $ | +1,1 % | 1.394.062 $ | ||
| Foundry Financial Group, Inc. | 2.161.005 $ | +1.002.434 $ | +86,5 % | 1.158.571 $ | ||||||||
| Apeiron RIA LLC | 567.651 $ | -1.575.065 $ | -73,5 % | 2.142.716 $ | +1.807.334 $ | +538,9 % | 335.382 $ | +77.631 $ | +30,1 % | 257.751 $ | -12.862.929 $ | -98,0 % |
| FIRST NATIONAL TRUST CO | 2.137.180 $ | |||||||||||
| Janney Montgomery Scott LLC | 2.028.000 $ | +1.530.000 $ | +307,2 % | 498.000 $ | +46.000 $ | +10,2 % | 452.000 $ | -26.000 $ | -5,4 % | |||
| FLOW TRADERS U.S. LLC | 1.461.000 $ | -424.000 $ | -22,5 % | 1.885.000 $ | +1.564.000 $ | +487,2 % | ||||||
| WPG Advisers, LLC | 1.789.277 $ | +351.394 $ | +24,4 % | 1.437.883 $ | +388.626 $ | +37,0 % | 1.049.257 $ | -106.085 $ | -9,2 % | 1.155.342 $ | -12.676 $ | -1,1 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.677.710 $ | -72.700 $ | -4,2 % | 1.750.410 $ | ||||||||
| Patriot Financial Group Insurance Agency, LLC | 838.147 $ | -302.488 $ | -26,5 % | 1.140.635 $ | -563.821 $ | -33,1 % | 1.704.456 $ | +1.085.022 $ | +175,2 % | 619.434 $ | +8.179 $ | +1,3 % |
| Whipplewood Advisors, LLC | 1.317.536 $ | -364.360 $ | -21,7 % | 1.681.896 $ | +1.242.235 $ | +282,5 % | 439.661 $ | +290.876 $ | +195,5 % | 148.785 $ | +35.234 $ | +31,0 % |
| Retirement Investment Advisors, Inc. | 1.400.610 $ | -82.655 $ | -5,6 % | 1.483.265 $ | ||||||||
| Geneos Wealth Management Inc. | 1.470.600 $ | +274.020 $ | +22,9 % | 1.196.580 $ | ||||||||
| Accelerate Investment Advisors LLC | 1.446.716 $ | -13.450 $ | -0,9 % | 1.460.166 $ | +183.732 $ | +14,4 % | 1.276.434 $ | |||||
| Concurrent Investment Advisors, LLC | 1.187.492 $ | -136.356 $ | -10,3 % | 1.323.848 $ | +144.580 $ | +12,3 % | 1.179.268 $ | -28.616 $ | -2,4 % | 1.207.884 $ | -7.491 $ | -0,6 % |
| UPTICK PARTNERS, LLC | 1.313.904 $ | +142.147 $ | +12,1 % | 1.171.757 $ | +671.602 $ | +134,3 % | 500.155 $ | |||||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.256.850 $ | |||||||||||
| Stephenson & Company, Inc. | 1.069.436 $ | -2.806 $ | -0,3 % | 1.072.242 $ | ||||||||
| WELLS FARGO & COMPANY/MN | 989.605 $ | +920.849 $ | +1.339,3 % | |||||||||
| ROSS\JOHNSON & Associates LLC | 908.747 $ | +648.459 $ | +249,1 % | 260.288 $ | +5.869 $ | +2,3 % | 254.419 $ | +4.569 $ | +1,8 % | |||
| Pinnacle Wealth Planning Services, Inc. | 803.481 $ | -35.105 $ | -4,2 % | 838.586 $ | +400.893 $ | +91,6 % | 437.693 $ | -53.427 $ | -10,9 % | 491.120 $ | +246.986 $ | +101,2 % |
| Kestra Advisory Services, LLC | 810.126 $ | +256.305 $ | +46,3 % | 553.821 $ | +431.239 $ | +351,8 % | 122.582 $ | |||||
| Quantum Financial Advisors, LLC | 746.807 $ | |||||||||||
| Silver Grove Financial Group, Inc. | 733.897 $ | +272.210 $ | +59,0 % | 461.687 $ | +108.761 $ | +30,8 % | 352.926 $ | +72.155 $ | +25,7 % | 280.771 $ | ||
| CALTON & ASSOCIATES, INC. | 727.347 $ | +158.935 $ | +28,0 % | 568.412 $ | -983.424 $ | -63,4 % | ||||||
| UBS Group AG | 702.420 $ | +218.496 $ | +45,2 % | 483.924 $ | +350.671 $ | +263,2 % | 133.253 $ | -739.917 $ | -84,7 % | |||
| Sonoma Allocations LLC | 326.534 $ | -309.609 $ | -48,7 % | 636.143 $ | ||||||||
| Lifeworks Advisors, LLC | 600.253 $ | |||||||||||
| MORGAN STANLEY | 448.668 $ | +87.961 $ | +24,4 % | 360.707 $ | -215.337 $ | -37,4 % | 576.044 $ | +262.459 $ | +83,7 % | |||
| BCO Wealth Management LLC | 522.972 $ | -25.634 $ | -4,7 % | 548.606 $ | ||||||||
| Valmark Advisers, Inc. | 543.206 $ | +44.698 $ | +9,0 % | 498.508 $ | +276.224 $ | +124,3 % | 222.284 $ | -109 $ | -0,0 % | 222.393 $ | ||
| RAYMOND JAMES FINANCIAL INC | 534.840 $ | |||||||||||
| MONECO ADVISORS, LLC | 501.714 $ | -8.715 $ | -1,7 % | 510.429 $ | +251.844 $ | +97,4 % | 258.585 $ | -159.234 $ | -38,1 % | 417.819 $ | +212.293 $ | +103,3 % |
| Prosperity Consulting Group, LLC | 491.444 $ | |||||||||||
| Accurate Wealth Management, LLC | 474.022 $ | +11.197 $ | +2,4 % | 462.825 $ | -107.712 $ | -18,9 % | ||||||
| Investmark Advisory Group LLC | 470.714 $ | +67.003 $ | +16,6 % | 403.711 $ | +105.716 $ | +35,5 % | 297.995 $ | -2.411 $ | -0,8 % | 300.406 $ | +11.247 $ | +3,9 % |
| SILVER OAK SECURITIES, INCORPORATED | 1.762 $ | -201.145 $ | -99,1 % | 202.907 $ | -255.686 $ | -55,8 % | 458.593 $ | |||||
| INSIGNEO ADVISORY SERVICES, LLC | 452.804 $ | +3.261 $ | +0,7 % | |||||||||
| LFA - Lugano Financial Advisors SA | 436.901 $ | |||||||||||
| Synergy Investment Management, LLC | 436.590 $ | |||||||||||
| PARK AVENUE SECURITIES LLC | 435.000 $ | +29.000 $ | +7,1 % | 406.000 $ | ||||||||
| IFG Advisory, LLC | 434.542 $ | +151.787 $ | +53,7 % | 282.755 $ | ||||||||
| Summit Financial, LLC | 431.190 $ | |||||||||||
| FSA Advisors, Inc. | 426.525 $ | |||||||||||
| Focus Partners Wealth | 422.878 $ | |||||||||||
| Meridian Wealth Management, LLC | 412.771 $ | |||||||||||
| Continuum Advisory, LLC | 406.907 $ | |||||||||||
| MERCER GLOBAL ADVISORS INC /ADV | 404.345 $ | |||||||||||
| HARBOUR INVESTMENTS, INC. | 402.987 $ | +66.515 $ | +19,8 % | 336.472 $ | +325.334 $ | +2.920,9 % | 11.138 $ | -78.626 $ | -87,6 % | |||
| Retireful, LLC | 397.091 $ | |||||||||||
| HRT FINANCIAL LP | 390.000 $ | |||||||||||
| AMERIPRISE FINANCIAL INC | 365.463 $ | |||||||||||
| PRINCIPAL FINANCIAL GROUP INC | 358.040 $ | |||||||||||
| AdvisorNet Financial, Inc | 356.201 $ | +161.204 $ | +82,7 % | 194.997 $ | -7.659 $ | -3,8 % | 202.656 $ | +1.603 $ | +0,8 % | |||
| EP Wealth Advisors, LLC | 290.603 $ | |||||||||||
| Capital Investment Advisory Services, LLC | 201.524 $ | -87.265 $ | -30,2 % | 288.789 $ | ||||||||
| BFC Planning, Inc. | 288.514 $ | |||||||||||
| Traynor Capital Management, Inc. | 276.442 $ | |||||||||||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 272.662 $ | +31.245 $ | +12,9 % | 241.417 $ | ||||||||
| NI ACQUISITIONS COMPANY, LLC | 264.001 $ | |||||||||||
| Farther Finance Advisors, LLC | 262.704 $ | +258.643 $ | +6.368,9 % | 4.061 $ | +1.701 $ | +72,1 % | 2.360 $ | |||||
| INDEPENDENT FINANCIAL GROUP, LLC | 241.866 $ | -19.350 $ | -7,4 % | 261.216 $ | +35.046 $ | +15,5 % | 226.170 $ | +327 $ | +0,1 % | 225.843 $ | +14.149 $ | +6,7 % |
| NORTHERN TRUST CORP | 258.057 $ | +19.644 $ | +8,2 % | 238.413 $ | -16.501 $ | -6,5 % | 254.914 $ | |||||
| Bright Futures Wealth Management, LLC. | 228.209 $ | -17.924 $ | -7,3 % | 246.133 $ | -8.201 $ | -3,2 % | 254.334 $ | -3.649 $ | -1,4 % | |||
| TCP Asset Management, LLC | 250.177 $ | -4.154 $ | -1,6 % | 254.331 $ | ||||||||
| WMG Financial Advisors, LLC | 235.666 $ | +0 $ | +0,0 % | 235.666 $ | ||||||||
| AIRE ADVISORS, LLC | 229.051 $ | +28.984 $ | +14,5 % | 200.067 $ | ||||||||
| RFG Advisory, LLC | 224.001 $ | -4.252 $ | -1,9 % | 228.253 $ | ||||||||
| Balboa Wealth Partners | 225.258 $ | |||||||||||
| Cape Investment Advisory, Inc. | 220.496 $ | +107.646 $ | +95,4 % | 112.850 $ | +9.199 $ | +8,9 % | 103.651 $ | +160 $ | +0,2 % | |||
| ASSETMARK, INC | 158.884 $ | +4.576 $ | +3,0 % | 154.308 $ | +20.786 $ | +15,6 % | 133.522 $ | -1.744 $ | -1,3 % | 135.266 $ | -16.736 $ | -11,0 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 157.877 $ | +145.820 $ | +1.209,4 % | |||||||||
| Cornerstone National Bank & Trust Co | 18.062 $ | +1.473 $ | +8,9 % | 16.589 $ | -3.336 $ | -16,7 % | 19.925 $ | -122.076 $ | -86,0 % | 142.001 $ | -16.503 $ | -10,4 % |
| IFP Advisors, Inc | 134.510 $ | -4.275 $ | -3,1 % | 138.785 $ | +112.412 $ | +426,2 % | 26.373 $ | +1.056 $ | +4,2 % | 25.317 $ | +838 $ | +3,4 % |
| CWM, LLC | 110.724 $ | -26.276 $ | -19,2 % | 137.000 $ | -327.000 $ | -70,5 % | ||||||
| US BANCORP \DE\ | 127.030 $ | +125.746 $ | +9.793,3 % | 1.284 $ | ||||||||
| Morton Brown Family Wealth, LLC | 111.739 $ | |||||||||||
| IMA Advisory Services, Inc. | 111.464 $ | |||||||||||
| Larson Financial Group LLC | 106.780 $ | -143.642 $ | -57,4 % | |||||||||
| Blue Trust, Inc. | 76.305 $ | |||||||||||
| TOP Private Wealth LLC. | 71.959 $ | |||||||||||
| VANGUARD ADVISERS INC | 62.776 $ | |||||||||||
| JPMORGAN CHASE & CO | 53.475 $ | +3.094 $ | +6,1 % | 50.381 $ | +33.839 $ | +204,6 % | 16.542 $ | -770 $ | -4,4 % | |||
| Innovative Asset Advisors Group, LLC | 52.130 $ | |||||||||||
| MAI Capital Management | 51.590 $ | +41.292 $ | +401,0 % | 10.298 $ | +6.193 $ | +150,9 % | ||||||
| JONES FINANCIAL COMPANIES LLLP | 51.350 $ | |||||||||||
| Salomon & Ludwin, LLC | 42.181 $ | -1.841 $ | -4,2 % | 44.022 $ | ||||||||
| Provenance Wealth Advisors, LLC | 37.494 $ | |||||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 36.867 $ | +24.867 $ | +207,2 % | 12.000 $ | ||||||||
| Jacobi Capital Management LLC | 33.561 $ | |||||||||||
| FIDUCIARY FINANCIAL ADVISORS | 28.159 $ | |||||||||||
| Kilter Group LLC | 25.422 $ | |||||||||||
| Allworth Financial LP | 16.232 $ | +402 $ | +2,5 % | 15.830 $ | +7.888 $ | +99,3 % | 7.942 $ | -2.980 $ | -27,3 % | 10.922 $ | -2.812 $ | -20,5 % |
| FMR LLC | 14.698 $ | |||||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 12.645 $ | |||||||||||
| Private Wealth Management Group, LLC | 10.387 $ | -411 $ | -3,8 % | 10.798 $ | ||||||||
| Sunrise Financial Services, LLC | 10.116 $ | +312 $ | +3,2 % | 9.804 $ | +103 $ | +1,1 % | 9.701 $ | |||||
| CoreCap Advisors, LLC | 5.778 $ | +147 $ | +2,6 % | 5.631 $ | +905 $ | +19,1 % | 4.726 $ | -4.571 $ | -49,2 % | 9.297 $ | +312 $ | +3,5 % |
| HORIZON FINANCIAL SERVICES, LLC | 5.807 $ | +21 $ | +0,4 % | 5.786 $ | ||||||||
| Golden State Wealth Management, LLC | 4.915 $ | -195 $ | -3,8 % | 5.110 $ | ||||||||
| BANK OF AMERICA CORP /DE/ | 4.182 $ | |||||||||||
| Fortis Group Advisors, LLC | 1.429 $ | -56 $ | -3,8 % | 1.485 $ | ||||||||
| SIGNATUREFD, LLC | 1.013 $ | -19 $ | -1,8 % | 1.032 $ | ||||||||
| Godfrey Financial Associates, Inc. | 579 $ | |||||||||||
| MCF Advisors LLC | 227 $ | |||||||||||
| Steward Partners Investment Advisory, LLC | 0 $ | -5.369 $ | -100,0 % | |||||||||
| Total | 1.245.437.329 $ | +221.994.949 $ | +256,8 % | 3.261.798.820 $ | +573.963.639 $ | +198,3 % | 2.629.082.966 $ | +7.101.152 $ | +97,7 % | 2.714.739.547 $ | +612.866.143 $ | +3.340,9 % |