| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 965.651.102 $ | +183.877.154 $ | +418.632,7 % | 2.128.939.626 $ | +319.537.277 $ | +2.715,4 % | 1.755.479.323 $ | +131.046.557 $ | +101,2 % | 1.613.093.470 $ | +17.559.075 $ | +6.460,2 % |
| BROWN ADVISORY INC | 435.404.206 $ | +48.131.422 $ | +12,4 % | 387.272.784 $ | -97.240.613 $ | -20,1 % | 484.513.397 $ | -19.379.841 $ | -3,8 % | |||
| LPL Financial LLC | 222.920.149 $ | +121.175.056 $ | +119,1 % | 101.745.093 $ | +39.199.470 $ | +62,7 % | 62.545.623 $ | +57.269.943 $ | +1.085,5 % | 5.275.680 $ | -615.350 $ | -10,4 % |
| PRUDENTIAL FINANCIAL INC | 181.462.563 $ | +70.487.938 $ | +63,5 % | 110.974.625 $ | +26.043.475 $ | +30,7 % | 84.931.150 $ | +25.485.020 $ | +42,9 % | |||
| KINTRA WEALTH, LLC | 125.386.503 $ | +14.348.477 $ | +12,9 % | 111.038.026 $ | +1.770.418 $ | +1,6 % | 109.267.608 $ | |||||
| COMMONWEALTH EQUITY SERVICES, LLC | 109.680.091 $ | -3.414.502 $ | -3,0 % | 113.094.593 $ | +28.780.340 $ | +34,1 % | 84.314.253 $ | +11.111.463 $ | +15,2 % | 73.202.790 $ | +31.105.790 $ | +73,9 % |
| Cetera Investment Advisers | 111.747.969 $ | +32.015.969 $ | +40,2 % | 79.732.000 $ | +65.338.269 $ | +453,9 % | 14.393.731 $ | +2.262.160 $ | +18,6 % | |||
| HOLLENCREST CAPITAL MANAGEMENT | 38.516.477 $ | -15.661.934 $ | -28,9 % | 54.178.411 $ | +2.067.582 $ | +4,0 % | 52.110.829 $ | |||||
| Foguth Wealth Management, LLC. | 46.613.587 $ | +4.020.281 $ | +9,4 % | 42.593.306 $ | +2.408.487 $ | +6,0 % | 40.184.819 $ | +2.204.929 $ | +5,8 % | 37.979.890 $ | ||
| THRIVENT FINANCIAL FOR LUTHERANS | 41.508.000 $ | +32.437.000 $ | +357,6 % | 9.071.000 $ | +4.055.000 $ | +80,8 % | 5.016.000 $ | -1.077.000 $ | -17,7 % | 6.093.000 $ | ||
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 294.082 $ | -40.578.920 $ | -99,3 % | 40.873.002 $ | ||||||||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 39.241.663 $ | -1.270.381 $ | -3,1 % | 40.512.044 $ | +1.975.161 $ | +5,1 % | 38.536.883 $ | +7.208.797 $ | +23,0 % | |||
| Aptus Capital Advisors, LLC | 39.241.659 $ | -1.270.384 $ | -3,1 % | 40.512.043 $ | +2.262.764 $ | +5,9 % | 38.249.279 $ | +6.921.203 $ | +22,1 % | |||
| MJP ASSOCIATES INC /ADV | 32.747.876 $ | -1.484.977 $ | -4,3 % | |||||||||
| Advisor OS, LLC | 32.747.876 $ | -2.157.560 $ | -6,2 % | |||||||||
| ADAMSBROWN WEALTH CONSULTANTS LLC | 32.243.709 $ | +1.605.410 $ | +5,2 % | 30.638.299 $ | ||||||||
| Janus Henderson Group Ltd. | 26.214.701 $ | -3.068.491 $ | -10,5 % | 29.283.192 $ | -78.608 $ | -0,3 % | ||||||
| TrueMark Investments, LLC | 26.400.213 $ | -1.962.774 $ | -6,9 % | 28.362.987 $ | +21.024.985 $ | +286,5 % | 7.338.002 $ | -2.761.146 $ | -27,3 % | 10.099.148 $ | +1.953.472 $ | +24,0 % |
| SMI Advisory Services, LLC | 22.538.361 $ | -111.260 $ | -0,5 % | 22.649.621 $ | +813.842 $ | +3,7 % | 21.835.779 $ | +983.895 $ | +4,7 % | 20.851.884 $ | ||
| Composition Wealth, LLC | 22.490.492 $ | +348.179 $ | +1,6 % | 22.142.313 $ | +1.676.820 $ | +8,2 % | 20.465.493 $ | +2.070.527 $ | +11,3 % | |||
| Jupiter Topco LLC | 22.137.848 $ | |||||||||||
| JIM SAULNIER & ASSOCIATES, LLC | 20.086.994 $ | +3.016.947 $ | +17,7 % | 17.070.047 $ | +2.014.071 $ | +13,4 % | 15.055.976 $ | +1.207.917 $ | +8,7 % | 13.848.059 $ | +212.286 $ | +1,6 % |
| Krilogy Financial LLC | 19.537.976 $ | +1.610.954 $ | +9,0 % | 17.927.022 $ | +756.273 $ | +4,4 % | 17.170.749 $ | +1.957.002 $ | +12,9 % | 15.213.747 $ | ||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19.464.139 $ | +18.481.480 $ | +1.880,8 % | 982.659 $ | +215.702 $ | +28,1 % | 766.957 $ | |||||
| Rise Advisors, LLC | 18.956.228 $ | +36.022 $ | +0,2 % | 18.920.206 $ | +702.419 $ | +3,9 % | 18.217.787 $ | +1.568.005 $ | +9,4 % | 16.649.782 $ | +16.496.283 $ | +10.746,8 % |
| ENVESTNET ASSET MANAGEMENT INC | 15.432.328 $ | -3.516.015 $ | -18,6 % | 18.948.343 $ | +16.171.097 $ | +582,3 % | 2.777.246 $ | +1.507.835 $ | +118,8 % | |||
| CENTAURUS FINANCIAL, INC. | 18.925.000 $ | +6.777.000 $ | +55,8 % | 12.148.000 $ | +1.934.000 $ | +18,9 % | 10.214.000 $ | +1.720.000 $ | +20,2 % | |||
| AMERICAN CENTURY COMPANIES INC | 18.444.063 $ | +164.775 $ | +0,9 % | 18.279.288 $ | -69.381 $ | -0,4 % | 18.348.669 $ | +2.133.886 $ | +13,2 % | |||
| Swan Global Investments, LLC | 17.701.246 $ | +4.558.829 $ | +34,7 % | 13.142.417 $ | -310.246 $ | -2,3 % | 13.452.663 $ | -495.910 $ | -3,6 % | |||
| Pacer Advisors, Inc. | 17.701.000 $ | +4.560.000 $ | +34,7 % | 13.141.000 $ | -311.283 $ | -2,3 % | 13.452.283 $ | -494.323 $ | -3,5 % | |||
| Riverview Trust Co | 14.600.198 $ | -2.844.275 $ | -16,3 % | 17.444.473 $ | -211.371 $ | -1,2 % | 17.655.844 $ | -387.383 $ | -2,1 % | |||
| Cambridge Investment Research Advisors, Inc. | 10.776.000 $ | -6.144.000 $ | -36,3 % | 16.920.000 $ | +6.373.000 $ | +60,4 % | 10.547.000 $ | +2.664.000 $ | +33,8 % | 7.883.000 $ | +2.826.000 $ | +55,9 % |
| JANE STREET GROUP, LLC | 13.636.428 $ | -2.223.242 $ | -14,0 % | 15.859.670 $ | +2.089.474 $ | +15,2 % | 13.770.196 $ | -2.092.251 $ | -13,2 % | |||
| Valley Financial Group, Inc. | 14.625.351 $ | +1.822.677 $ | +14,2 % | 12.802.674 $ | +826.920 $ | +6,9 % | 11.975.754 $ | |||||
| Bullseye Investment Management, LLC | 1.451.934 $ | -10.507.015 $ | -87,9 % | 11.958.949 $ | -2.419.417 $ | -16,8 % | 14.378.366 $ | -24.262 $ | -0,2 % | 14.402.628 $ | +12.846.387 $ | +825,5 % |
| Sigma Planning Corp | 12.157.130 $ | -1.283.019 $ | -9,5 % | 13.440.149 $ | +1.608.391 $ | +13,6 % | 11.831.758 $ | +1.349.444 $ | +12,9 % | 10.482.314 $ | +4.363.051 $ | +71,3 % |
| Quantinno Capital Management LP | 13.301.295 $ | +5.869.618 $ | +79,0 % | 7.431.677 $ | +343.607 $ | +4,8 % | 7.088.070 $ | |||||
| GRIMES & Co WEALTH MANAGEMENT, LLC | 12.965.168 $ | |||||||||||
| Maltin Wealth Management, Inc. | 4.946.336 $ | +328.997 $ | +7,1 % | 4.617.339 $ | +730.083 $ | +18,8 % | 3.887.256 $ | -8.861.977 $ | -69,5 % | 12.749.233 $ | +517.159 $ | +4,2 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.744.168 $ | +5.676.643 $ | +80,3 % | 7.067.525 $ | -3.982.447 $ | -36,0 % | 11.049.972 $ | +7.193.225 $ | +186,5 % | |||
| Bison Wealth, LLC | 12.723.451 $ | +1.373.501 $ | +12,1 % | 11.349.950 $ | +507.958 $ | +4,7 % | 10.841.992 $ | +1.808.040 $ | +20,0 % | 9.033.952 $ | +2.263.685 $ | +33,4 % |
| CITADEL ADVISORS LLC | 4.615.585 $ | -8.064.430 $ | -63,6 % | 12.680.015 $ | +10.730.081 $ | +550,3 % | 1.949.934 $ | -2.704.816 $ | -58,1 % | |||
| NewEdge Advisors, LLC | 12.026.249 $ | +2.840.780 $ | +30,9 % | 9.185.469 $ | +3.237.280 $ | +54,4 % | 5.948.189 $ | +4.779.974 $ | +409,2 % | |||
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 11.557.064 $ | -330.997 $ | -2,8 % | 11.888.061 $ | +69.556 $ | +0,6 % | 11.818.505 $ | -157.480 $ | -1,3 % | 11.975.985 $ | +3.604.089 $ | +43,0 % |
| CoreCap Advisors, LLC | 11.559.243 $ | +11.325.591 $ | +4.847,2 % | 233.652 $ | -6.415.562 $ | -96,5 % | 6.649.214 $ | |||||
| Janney Montgomery Scott LLC | 11.468.000 $ | +576.000 $ | +5,3 % | 10.892.000 $ | ||||||||
| Cooper Capital Advisors LLC | 1.830.357 $ | +217.721 $ | +13,5 % | 1.612.636 $ | +334.139 $ | +26,1 % | 1.278.497 $ | -9.948.307 $ | -88,6 % | 11.226.804 $ | +749.312 $ | +7,2 % |
| Welch Financial Planning, LLC | 10.802.000 $ | +134.131 $ | +1,3 % | 10.667.869 $ | +1.933.742 $ | +22,1 % | 8.734.127 $ | +369.667 $ | +4,4 % | 8.364.460 $ | ||
| Weaver Capital Management LLC | 4.537.717 $ | -2.526.425 $ | -35,8 % | 7.064.142 $ | +0 $ | +0,0 % | 7.064.142 $ | -3.469.256 $ | -32,9 % | 10.533.398 $ | ||
| IAG Wealth Partners, LLC | 10.339.562 $ | +344.064 $ | +3,4 % | 9.995.498 $ | +9.854.214 $ | +6.974,8 % | 141.284 $ | |||||
| Concurrent Investment Advisors, LLC | 10.326.340 $ | +8.213.787 $ | +388,8 % | 2.112.553 $ | -103.948 $ | -4,7 % | 2.216.501 $ | -452.195 $ | -16,9 % | 2.668.696 $ | +636.861 $ | +31,3 % |
| First International Bank of Israel Ltd. | 9.931.790 $ | +257.720 $ | +2,7 % | 9.674.070 $ | +698.162 $ | +7,8 % | 8.975.908 $ | -185.368 $ | -2,0 % | 9.161.276 $ | ||
| San Luis Wealth Advisors LLC | 9.339.576 $ | -423.345 $ | -4,3 % | 9.762.921 $ | +2.914.729 $ | +42,6 % | 6.848.192 $ | -309.097 $ | -4,3 % | 7.157.289 $ | +492.726 $ | +7,4 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 6.009.501 $ | -3.735.486 $ | -38,3 % | 9.744.987 $ | +489.253 $ | +5,3 % | 9.255.734 $ | +283.361 $ | +3,2 % | 8.972.373 $ | ||
| Spire Wealth Management | 9.419.113 $ | +620.933 $ | +7,1 % | 8.798.180 $ | +759.697 $ | +9,5 % | 8.038.483 $ | +1.401.966 $ | +21,1 % | 6.636.517 $ | -561.197 $ | -7,8 % |
| Kestra Advisory Services, LLC | 8.862.601 $ | +1.657.903 $ | +23,0 % | 7.204.698 $ | +1.334.879 $ | +22,7 % | 5.869.819 $ | +390.923 $ | +7,1 % | 5.478.896 $ | +1.572.600 $ | +40,3 % |
| OLD MISSION CAPITAL LLC | 6.285.925 $ | -2.505.142 $ | -28,5 % | 8.791.067 $ | +4.668.963 $ | +113,3 % | 4.122.104 $ | -1.196.029 $ | -22,5 % | |||
| Atria Investments, Inc | 4.329.690 $ | +22.009 $ | +0,5 % | 4.307.681 $ | -4.463.454 $ | -50,9 % | 8.771.135 $ | +4.429.120 $ | +102,0 % | 4.342.015 $ | +1.622.423 $ | +59,7 % |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 7.007.888 $ | -1.091.150 $ | -13,5 % | 8.099.038 $ | +1.508.502 $ | +22,9 % | 6.590.536 $ | +1.606.626 $ | +32,2 % | 4.983.910 $ | ||
| AMERICAN ASSET MANAGEMENT INC. | 7.922.732 $ | +2.494.962 $ | +46,0 % | 5.427.770 $ | +1.940.365 $ | +55,6 % | 3.487.405 $ | -137.641 $ | -3,8 % | |||
| VAN ECK ASSOCIATES CORP | 7.234.440 $ | +1.828.440 $ | +33,8 % | 5.406.000 $ | -401.000 $ | -6,9 % | 5.807.000 $ | -1.025.000 $ | -15,0 % | |||
| JONES FINANCIAL COMPANIES LLLP | 7.147.757 $ | +7.137.573 $ | +70.086,1 % | |||||||||
| North Berkeley Wealth Management, LLC | 6.954.282 $ | +1.352.490 $ | +24,1 % | 5.601.792 $ | +1.909.678 $ | +51,7 % | 3.692.114 $ | +1.725.321 $ | +87,7 % | 1.966.793 $ | ||
| MGO ONE SEVEN LLC | 6.923.973 $ | +184.208 $ | +2,7 % | 6.739.765 $ | +1.784.001 $ | +36,0 % | 4.955.764 $ | +2.915.219 $ | +142,9 % | 2.040.545 $ | ||
| Steward Partners Investment Advisory, LLC | 6.917.847 $ | +1.068.490 $ | +18,3 % | 5.849.357 $ | +5.304.721 $ | +974,0 % | 544.636 $ | +71.608 $ | +15,1 % | |||
| Coastal Bridge Advisors, LLC | 6.855.495 $ | +2.760.686 $ | +67,4 % | 4.094.809 $ | +1.239.367 $ | +43,4 % | 2.855.442 $ | +752.637 $ | +35,8 % | |||
| Farther Finance Advisors, LLC | 6.811.519 $ | +934.810 $ | +15,9 % | 5.876.709 $ | +5.241.254 $ | +824,8 % | 635.455 $ | -229.521 $ | -26,5 % | 864.976 $ | ||
| Nicht ausgewiesen | 6.677.404 $ | |||||||||||
| GTS SECURITIES LLC | 6.607.776 $ | +6.238.751 $ | +1.690,6 % | 369.025 $ | -903.569 $ | -71,0 % | 1.272.594 $ | +589.028 $ | +86,2 % | |||
| BYRNE FINANCIAL FREEDOM, LLC | 6.510.923 $ | |||||||||||
| Rockefeller Capital Management L.P. | 6.351.811 $ | +6.270.959 $ | +7.756,1 % | 80.852 $ | -470 $ | -0,6 % | 81.322 $ | +28.306 $ | +53,4 % | |||
| LexAurum Advisors, LLC | 3.647.018 $ | -2.502.387 $ | -40,7 % | 6.149.405 $ | +135.525 $ | +2,3 % | 6.013.880 $ | +1.041.003 $ | +20,9 % | |||
| RAYMOND JAMES FINANCIAL INC | 6.078.902 $ | +4.745.209 $ | +355,8 % | 1.333.693 $ | ||||||||
| Allegheny Financial Group | 6.024.730 $ | +910.329 $ | +17,8 % | 5.114.401 $ | +2.221.730 $ | +76,8 % | 2.892.671 $ | +1.324.585 $ | +84,5 % | 1.568.086 $ | ||
| Blue Water Asset Management | 5.946.827 $ | +1.014.111 $ | +20,6 % | 4.932.716 $ | +1.619.630 $ | +48,9 % | 3.313.086 $ | +717.279 $ | +27,6 % | 2.595.807 $ | ||
| Archer Investment Corp | 2.954.514 $ | -2.897.918 $ | -49,5 % | 5.852.432 $ | +2.968.913 $ | +103,0 % | 2.883.519 $ | -18.976 $ | -0,7 % | 2.902.495 $ | +2.902.161 $ | +868.910,5 % |
| IFP Advisors, Inc | 5.816.707 $ | +1.077.856 $ | +22,7 % | 4.738.851 $ | +174.387 $ | +3,8 % | 4.564.464 $ | +3.662.730 $ | +406,2 % | 901.734 $ | +325.566 $ | +56,5 % |
| BALDWIN WEALTH PARTNERS LLC/MA | 5.697.005 $ | +214.664 $ | +3,9 % | 5.482.341 $ | +962.015 $ | +21,3 % | 4.520.326 $ | |||||
| Heck Capital Advisors, LLC | 5.053.858 $ | -572.232 $ | -10,2 % | 5.626.090 $ | +1.414.250 $ | +33,6 % | 4.211.840 $ | -180.881 $ | -4,1 % | 4.392.721 $ | -891.011 $ | -16,9 % |
| OSAIC HOLDINGS, INC. | 5.473.815 $ | +1.888.873 $ | +52,7 % | 3.584.942 $ | -800.623 $ | -18,3 % | 4.385.565 $ | -915.238 $ | -17,3 % | |||
| HARBOUR INVESTMENTS, INC. | 5.455.975 $ | +3.246.204 $ | +146,9 % | 2.209.771 $ | +681.875 $ | +44,6 % | 1.527.896 $ | +390.923 $ | +34,4 % | |||
| CSM Advisors, LLC | 4.308.000 $ | -152.000 $ | -3,4 % | 4.460.000 $ | -632.000 $ | -12,4 % | 5.092.000 $ | +19.000 $ | +0,4 % | |||
| ALLIANZ SE | 5.078.987 $ | +117.751 $ | +2,4 % | 4.961.236 $ | -14.215 $ | -0,3 % | 4.975.451 $ | |||||
| Weaver Consulting Group | 4.242.144 $ | -782.415 $ | -15,6 % | 5.024.559 $ | +318.541 $ | +6,8 % | 4.706.018 $ | +131.643 $ | +2,9 % | 4.574.375 $ | +703.496 $ | +18,2 % |
| Castleview Partners, LLC | 4.966.309 $ | +81.928 $ | +1,7 % | 4.884.381 $ | +54.327 $ | +1,1 % | 4.830.054 $ | +292.903 $ | +6,5 % | 4.537.151 $ | +408.201 $ | +9,9 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 4.896.000 $ | +628.000 $ | +14,7 % | 4.268.000 $ | +257.000 $ | +6,4 % | 4.011.000 $ | +2.594.000 $ | +183,1 % | |||
| NICOLET BANKSHARES INC | 4.836.207 $ | +1.434.777 $ | +42,2 % | 3.401.430 $ | ||||||||
| Prosperity Financial Group, Inc. | 4.643.520 $ | +704.989 $ | +17,9 % | 3.938.531 $ | +389.651 $ | +11,0 % | 3.548.880 $ | +107.499 $ | +3,1 % | 3.441.381 $ | -28.010 $ | -0,8 % |
| GOLDMAN SACHS GROUP INC | 4.633.021 $ | +3.373.090 $ | +267,7 % | 1.259.931 $ | ||||||||
| Ausdal Financial Partners, Inc. | 4.473.762 $ | |||||||||||
| Compass Advisory Group LLC | 4.371.929 $ | +1.102.104 $ | +33,7 % | |||||||||
| Private Advisor Group, LLC | 4.341.285 $ | |||||||||||
| ROYAL BANK OF CANADA | 2.617.000 $ | -1.697.000 $ | -39,3 % | 4.314.000 $ | +3.759.000 $ | +677,3 % | 555.000 $ | -2.038.000 $ | -78,6 % | |||
| Mariner, LLC | 3.941.155 $ | -262.750 $ | -6,3 % | 4.203.905 $ | +163.454 $ | +4,0 % | 4.040.451 $ | +1.120.491 $ | +38,4 % | |||
| LEUTHOLD GROUP, LLC | 3.980.050 $ | -191.584 $ | -4,6 % | 4.171.634 $ | +1.963.226 $ | +88,9 % | 2.208.408 $ | +1.276.045 $ | +136,9 % | 932.363 $ | +18.807 $ | +2,1 % |
| Value Investment Professionals, LLC | 4.096.497 $ | |||||||||||
| DHJJ Financial Advisors, Ltd. | 4.086.648 $ | +592.682 $ | +17,0 % | 3.493.966 $ | +432.418 $ | +14,1 % | 3.061.548 $ | +317.192 $ | +11,6 % | 2.744.356 $ | +365.813 $ | +15,4 % |
| SageGuard Financial Group, LLC | 4.029.898 $ | +952.470 $ | +31,0 % | 3.077.428 $ | +1.311.516 $ | +74,3 % | 1.765.912 $ | |||||
| HERITAGE OAK WEALTH ADVISORS LLC | 4.026.919 $ | |||||||||||
| Delta Investment Management, LLC | 4.024.478 $ | +379.015 $ | +10,4 % | 3.645.463 $ | +584.104 $ | +19,1 % | 3.061.359 $ | |||||
| TRUIST FINANCIAL CORP | 3.788.290 $ | +162.717 $ | +4,5 % | 3.625.573 $ | +541.499 $ | +17,6 % | 3.084.074 $ | |||||
| Sulzberger Capital Advisors, Inc. | 2.974.841 $ | -549.187 $ | -15,6 % | 3.524.028 $ | -144.995 $ | -4,0 % | 3.669.023 $ | +55.159 $ | +1,5 % | |||
| Mutual Advisors, LLC | 1.743.556 $ | +790.793 $ | +83,0 % | 952.763 $ | -2.617.430 $ | -73,3 % | 3.570.193 $ | |||||
| Merit Financial Group, LLC | 2.640.478 $ | +380.573 $ | +16,8 % | 2.259.905 $ | -926.078 $ | -29,1 % | 3.185.983 $ | -268.517 $ | -7,8 % | 3.454.500 $ | ||
| LeClair Wealth Partners LLC | 3.313.086 $ | |||||||||||
| NORDEN GROUP LLC | 3.263.017 $ | +810.680 $ | +33,1 % | 2.452.337 $ | +1.589.256 $ | +184,1 % | 863.081 $ | |||||
| MONEY CONCEPTS CAPITAL CORP | 3.210.211 $ | |||||||||||
| Oasis Advisors, LLC | 3.149.554 $ | +849.993 $ | +37,0 % | 2.299.561 $ | ||||||||
| Capital Investment Advisory Services, LLC | 2.973.393 $ | +16.061 $ | +0,5 % | 2.957.332 $ | -83.948 $ | -2,8 % | 3.041.280 $ | +604.705 $ | +24,8 % | 2.436.575 $ | +1.116.340 $ | +84,6 % |
| Maia Wealth LLC | 2.814.380 $ | -215.275 $ | -7,1 % | 3.029.655 $ | ||||||||
| Brookstone Capital Management | 1.745.780 $ | -1.252.322 $ | -41,8 % | 2.998.102 $ | -26.769 $ | -0,9 % | 3.024.871 $ | +310.565 $ | +11,4 % | 2.714.306 $ | +2.287.037 $ | +535,3 % |
| BRADLEY FOSTER & SARGENT INC/CT | 2.972.209 $ | |||||||||||
| Cornell Pochily Investment Advisors, Inc. | 2.956.714 $ | +302.926 $ | +11,4 % | 2.653.788 $ | ||||||||
| Ethic Inc. | 2.948.675 $ | |||||||||||
| Orion Porfolio Solutions, LLC | 1.114.659 $ | -1.833.654 $ | -62,2 % | 2.948.313 $ | -748.126 $ | -20,2 % | ||||||
| Integrated Wealth Concepts LLC | 2.909.696 $ | +2.604.100 $ | +852,1 % | 305.596 $ | +54.124 $ | +21,5 % | 251.472 $ | |||||
| Elmwood Wealth Management, Inc. | 2.825.563 $ | |||||||||||
| Balboa Wealth Partners | 2.802.451 $ | +202.147 $ | +7,8 % | 2.600.304 $ | +665.898 $ | +34,4 % | 1.934.406 $ | |||||
| HighTower Advisors, LLC | 2.794.841 $ | +1.840.614 $ | +192,9 % | 954.227 $ | +205.720 $ | +27,5 % | 748.507 $ | |||||
| CLG LLC | 2.752.468 $ | |||||||||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2.738.832 $ | +387.686 $ | +16,5 % | 2.351.146 $ | +563.225 $ | +31,5 % | 1.787.921 $ | -12.332 $ | -0,7 % | 1.800.253 $ | +21.934 $ | +1,2 % |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2.727.394 $ | +86.238 $ | +3,3 % | 2.641.156 $ | +173.460 $ | +7,0 % | 2.467.696 $ | +35.092 $ | +1,4 % | 2.432.604 $ | +16.220 $ | +0,7 % |
| RIVERSEDGE ADVISORS, LLC | 2.714.805 $ | |||||||||||
| Insight Advisors, LLC/ PA | 2.441.975 $ | -260.689 $ | -9,6 % | 2.702.664 $ | +41.975 $ | +1,6 % | 2.660.689 $ | +574.028 $ | +27,5 % | 2.086.661 $ | +798.724 $ | +62,0 % |
| Ameritas Advisory Services, LLC | 2.683.257 $ | +324.515 $ | +13,8 % | 2.358.742 $ | -104.712 $ | -4,3 % | 2.463.454 $ | +163.517 $ | +7,1 % | |||
| CYPRESS FINANCIAL PLANNING LLC | 2.545.381 $ | +345.485 $ | +15,7 % | 2.199.896 $ | +360.686 $ | +19,6 % | 1.839.210 $ | |||||
| United Advisor Group, LLC | 2.418.358 $ | +2.143.236 $ | +779,0 % | 275.122 $ | -1.231.359 $ | -81,7 % | 1.506.481 $ | +1.266.011 $ | +526,5 % | 240.470 $ | -38.942 $ | -13,9 % |
| Life Planning Partners, Inc | 799.709 $ | -1.142.587 $ | -58,8 % | 1.942.296 $ | -279.684 $ | -12,6 % | 2.221.980 $ | -174.471 $ | -7,3 % | 2.396.451 $ | -274.654 $ | -10,3 % |
| Independent Wealth Network Inc. | 1.406.601 $ | -340.722 $ | -19,5 % | 1.747.323 $ | -514.245 $ | -22,7 % | 2.261.568 $ | +32.473 $ | +1,5 % | 2.229.095 $ | +140.064 $ | +6,7 % |
| PRIVATE CLIENT SERVICES, LLC | 2.211.945 $ | +1.668.080 $ | +306,7 % | 543.865 $ | +197.044 $ | +56,8 % | 346.821 $ | |||||
| Mowery & Schoenfeld Wealth Management, LLC | 2.194.954 $ | |||||||||||
| Global Retirement Partners, LLC | 2.129.924 $ | -58.915 $ | -2,7 % | 2.188.839 $ | ||||||||
| NICOLET ADVISORY SERVICES, LLC | 2.117.570 $ | |||||||||||
| Ballast Rock Private Wealth LLC | 1.975.487 $ | -108.315 $ | -5,2 % | 2.083.802 $ | +110.038 $ | +5,6 % | 1.973.764 $ | |||||
| NEW WAVE WEALTH ADVISORS LLC | 2.075.910 $ | +644.619 $ | +45,0 % | 1.431.291 $ | ||||||||
| Echo45 Advisors LLC | 1.968.591 $ | -92.966 $ | -4,5 % | 2.061.557 $ | +515.490 $ | +33,3 % | 1.546.067 $ | -26.162 $ | -1,7 % | 1.572.229 $ | ||
| Advisory Services Network, LLC | 1.847.902 $ | -209.054 $ | -10,2 % | 2.056.956 $ | +302.482 $ | +17,2 % | 1.754.474 $ | -129.289 $ | -6,9 % | |||
| INDEPENDENT FINANCIAL GROUP, LLC | 1.333.881 $ | -339.852 $ | -20,3 % | 1.673.733 $ | -377.337 $ | -18,4 % | 2.051.070 $ | +228.899 $ | +12,6 % | 1.822.171 $ | +711.567 $ | +64,1 % |
| Ashton Thomas Private Wealth, LLC | 2.029.632 $ | +359.969 $ | +21,6 % | 1.669.663 $ | -15.403 $ | -0,9 % | 1.685.066 $ | +317.878 $ | +23,3 % | 1.367.188 $ | +50.461 $ | +3,8 % |
| Modern Wealth Management, LLC | 2.022.003 $ | +959.475 $ | +90,3 % | 1.062.528 $ | +822.273 $ | +342,3 % | 240.255 $ | |||||
| Diligent Investors, LLC | 1.880.656 $ | -139.380 $ | -6,9 % | 2.020.036 $ | +289.426 $ | +16,7 % | 1.730.610 $ | +594.840 $ | +52,4 % | 1.135.770 $ | +860.179 $ | +312,1 % |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.986.484 $ | -339 $ | -0,0 % | 1.986.823 $ | +1.257.531 $ | +172,4 % | 729.292 $ | +574.592 $ | +371,4 % | 154.700 $ | -62.903 $ | -28,9 % |
| FIDUCIARY FINANCIAL ADVISORS | 1.916.961 $ | |||||||||||
| Financial Planning Fort Collins, LLC | 1.782.148 $ | -126.430 $ | -6,6 % | 1.908.578 $ | +33.313 $ | +1,8 % | 1.875.265 $ | +142.387 $ | +8,2 % | 1.732.878 $ | ||
| Lloyd Advisory Services, LLC. | 1.901.219 $ | +1.901.216 $ | +63.373.866,7 % | 3 $ | ||||||||
| OneDigital Investment Advisors LLC | 1.852.454 $ | +129.546 $ | +7,5 % | 1.722.908 $ | +504.057 $ | +41,4 % | 1.218.851 $ | -1.137.540 $ | -48,3 % | |||
| Kingsview Wealth Management, LLC | 1.840.142 $ | +34.309 $ | +1,9 % | 1.805.833 $ | +71.994 $ | +4,2 % | 1.733.839 $ | +1.466.510 $ | +548,6 % | |||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1.732.552 $ | -84.643 $ | -4,7 % | 1.817.195 $ | +3.547 $ | +0,2 % | 1.813.648 $ | +93.993 $ | +5,5 % | 1.719.655 $ | +474.030 $ | +38,1 % |
| Sanctuary Advisors, LLC | 1.196.725 $ | -262.457 $ | -18,0 % | 1.459.182 $ | -332.825 $ | -18,6 % | 1.792.007 $ | -495.373 $ | -21,7 % | |||
| EverSource Wealth Advisors, LLC | 1.384.105 $ | -382.776 $ | -21,7 % | 1.766.881 $ | +492.717 $ | +38,7 % | 1.274.164 $ | +1.248.713 $ | +4.906,3 % | 25.451 $ | +5.231 $ | +25,9 % |
| Prospera Financial Services Inc | 1.760.853 $ | +436.364 $ | +32,9 % | 1.324.489 $ | +715.388 $ | +117,4 % | 609.101 $ | |||||
| BXM Wealth LLC | 1.684.289 $ | -23.304 $ | -1,4 % | 1.707.593 $ | +567.379 $ | +49,8 % | 1.140.214 $ | -22.881 $ | -2,0 % | 1.163.095 $ | ||
| TRED AVON FAMILY WEALTH, LLC | 1.700.242 $ | +100.297 $ | +6,3 % | 1.599.945 $ | +217.819 $ | +15,8 % | 1.382.126 $ | -318.775 $ | -18,7 % | 1.700.901 $ | ||
| BIP Wealth, LLC | 1.698.494 $ | +308.809 $ | +22,2 % | 1.389.685 $ | +421.182 $ | +43,5 % | 968.503 $ | +616.018 $ | +174,8 % | 352.485 $ | ||
| SMITH, MOORE & CO. | 1.696.164 $ | |||||||||||
| Capital Analysts, LLC | 1.638.000 $ | +372.000 $ | +29,4 % | 1.266.000 $ | +70.000 $ | +5,9 % | 1.196.000 $ | +445.000 $ | +59,3 % | |||
| American Financial Advisors, LLC | 686.134 $ | -51.551 $ | -7,0 % | 737.685 $ | -898.730 $ | -54,9 % | 1.636.415 $ | -226.792 $ | -12,2 % | |||
| Castellan Group | 1.629.317 $ | +34.945 $ | +2,2 % | 1.594.372 $ | +51.803 $ | +3,4 % | 1.542.569 $ | -13.786 $ | -0,9 % | 1.556.355 $ | ||
| Kintra Investments, LLC | 1.616.040 $ | -104.945.691 $ | -98,5 % | |||||||||
| Wellment Financial | 1.601.031 $ | |||||||||||
| MML INVESTORS SERVICES, LLC | 1.593.840 $ | +741.321 $ | +87,0 % | 852.519 $ | +91.466 $ | +12,0 % | 761.053 $ | +225.055 $ | +42,0 % | |||
| CHILDRESS CAPITAL ADVISORS, LLC | 1.590.769 $ | +504.494 $ | +46,4 % | 1.086.275 $ | +275.913 $ | +34,0 % | 810.362 $ | |||||
| PARK AVENUE SECURITIES LLC | 1.584.000 $ | +797.000 $ | +101,3 % | 787.000 $ | ||||||||
| POM Investment Strategies, LLC | 1.397.359 $ | |||||||||||
| Apollon Wealth Management, LLC | 1.352.214 $ | +2.889 $ | +0,2 % | 1.349.325 $ | +237.085 $ | +21,3 % | 1.112.240 $ | +689.016 $ | +162,8 % | 423.224 $ | -16.380 $ | -3,7 % |
| Western Wealth Management, LLC | 1.350.020 $ | +63.958 $ | +5,0 % | 1.286.062 $ | ||||||||
| WEST MICHIGAN ADVISORS, LLC | 1.341.381 $ | +332.343 $ | +32,9 % | 1.009.038 $ | +231.027 $ | +29,7 % | 778.011 $ | +225.880 $ | +40,9 % | |||
| Jacobi Capital Management LLC | 1.333.955 $ | +18.646 $ | +1,4 % | 1.315.309 $ | +148.284 $ | +12,7 % | 1.167.025 $ | -21.136 $ | -1,8 % | 1.188.161 $ | -2.047 $ | -0,2 % |
| BENJAMIN EDWARDS INC | 561.222 $ | +30.039 $ | +5,7 % | 531.183 $ | -802.545 $ | -60,2 % | 1.333.728 $ | |||||
| marrick wealth, LLC | 1.299.671 $ | |||||||||||
| Avidian Wealth Enterprises, LLC | 1.184.188 $ | +58.460 $ | +5,2 % | 1.125.728 $ | +41.115 $ | +3,8 % | 1.084.613 $ | +112.078 $ | +11,5 % | 972.535 $ | +11.394 $ | +1,2 % |
| Uniting Wealth Partners, LLC | 821.820 $ | -356.651 $ | -30,3 % | 1.178.471 $ | +214.350 $ | +22,2 % | 964.121 $ | |||||
| Strategic Blueprint, LLC | 1.162.857 $ | -14.647 $ | -1,2 % | 1.177.504 $ | +58.077 $ | +5,2 % | 1.119.427 $ | +86.144 $ | +8,3 % | 1.033.283 $ | +550.171 $ | +113,9 % |
| B. Riley Wealth Advisors, Inc. | 1.174.568 $ | |||||||||||
| WORLD EQUITY GROUP, INC. | 220.887 $ | -382.452 $ | -63,4 % | 603.339 $ | -563.452 $ | -48,3 % | 1.166.791 $ | +458.805 $ | +64,8 % | 707.986 $ | ||
| EHRLICH FINANCIAL GROUP | 1.120.731 $ | +45.505 $ | +4,2 % | 1.075.226 $ | +359.215 $ | +50,2 % | 716.011 $ | +48.072 $ | +7,2 % | 667.939 $ | +86.983 $ | +15,0 % |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 1.085.395 $ | +881.540 $ | +432,4 % | 203.855 $ | ||||||||
| Csenge Advisory Group | 1.076.407 $ | +336.576 $ | +45,5 % | 739.831 $ | +348.751 $ | +89,2 % | 391.080 $ | |||||
| NOVEM GROUP | 1.043.970 $ | -27.271 $ | -2,5 % | 1.071.241 $ | +25.882 $ | +2,5 % | 1.045.359 $ | +544.023 $ | +108,5 % | 501.336 $ | +7.640 $ | +1,5 % |
| NFSG Corp | 1.064.000 $ | -4.940 $ | -0,5 % | |||||||||
| ARS Wealth Advisors Group, LLC | 1.046.501 $ | +22.445 $ | +2,2 % | 1.024.056 $ | +29.510 $ | +3,0 % | 994.546 $ | -18.473 $ | -1,8 % | 1.013.019 $ | ||
| Sowa Financial Group, Inc. | 1.025.000 $ | +233.000 $ | +29,4 % | 792.000 $ | +453.000 $ | +133,6 % | 339.000 $ | |||||
| AE Wealth Management LLC | 1.012.657 $ | +852.938 $ | +534,0 % | 159.719 $ | +157.215 $ | +6.278,6 % | 2.504 $ | -1.766 $ | -41,4 % | |||
| Three Seasons Wealth, LLC | 970.876 $ | +20.048 $ | +2,1 % | 950.828 $ | +48.236 $ | +5,3 % | 902.592 $ | -8.862 $ | -1,0 % | 911.454 $ | +20.339 $ | +2,3 % |
| Balefire, LLC | 955.591 $ | |||||||||||
| BlueChip Wealth Advisors LLC | 940.678 $ | +298.652 $ | +46,5 % | 642.026 $ | ||||||||
| FLOW TRADERS U.S. LLC | 814.000 $ | -121.000 $ | -12,9 % | 935.000 $ | +246.000 $ | +35,7 % | 689.000 $ | -570.000 $ | -45,3 % | |||
| Long Island Wealth Management, Inc. | 929.825 $ | +80.814 $ | +9,5 % | 849.011 $ | +331.392 $ | +64,0 % | 517.619 $ | +304.460 $ | +142,8 % | 213.159 $ | +4.002 $ | +1,9 % |
| Embree Financial Group | 593.048 $ | -72.465 $ | -10,9 % | 665.513 $ | -246.604 $ | -27,0 % | 912.117 $ | +353.252 $ | +63,2 % | 558.865 $ | ||
| WINEBRENNER CAPITAL MANAGEMENT LLC | 885.209 $ | |||||||||||
| Virtue Capital Management, LLC | 327.494 $ | -543.046 $ | -62,4 % | 870.540 $ | ||||||||
| Kovack Advisors, Inc. | 843.805 $ | +636.064 $ | +306,2 % | 207.741 $ | ||||||||
| Clear Point Advisors Inc. | 831.091 $ | +159.853 $ | +23,8 % | 671.238 $ | ||||||||
| WEALTHGARDEN F.S. LLC | 823.925 $ | +73.174 $ | +9,7 % | 750.751 $ | +112.067 $ | +17,5 % | 638.684 $ | +299.982 $ | +88,6 % | |||
| Grantvest Financial Group LLC | 800.731 $ | +536.165 $ | +202,7 % | 264.566 $ | +21.412 $ | +8,8 % | 243.154 $ | |||||
| Maridea Wealth Management LLC | 800.436 $ | +56.422 $ | +7,6 % | 744.014 $ | ||||||||
| BFC Planning, Inc. | 799.234 $ | +350.314 $ | +78,0 % | 448.920 $ | +151.958 $ | +51,2 % | 296.962 $ | +7.127 $ | +2,5 % | |||
| Secure Asset Management, LLC | 795.320 $ | |||||||||||
| Wealth Watch Advisors, INC | 788.100 $ | |||||||||||
| Armstrong, Fleming & Moore, Inc | 778.841 $ | +307.965 $ | +65,4 % | 470.876 $ | ||||||||
| KRAEMATON INVESTMENT ADVISORS, INC | 777.977 $ | +16.685 $ | +2,2 % | 761.292 $ | +4.666 $ | +0,6 % | 756.626 $ | -6.762 $ | -0,9 % | 763.388 $ | ||
| FreeGulliver LLC | 775.285 $ | |||||||||||
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 772.982 $ | +331.585 $ | +75,1 % | 441.397 $ | +144.435 $ | +48,6 % | 296.962 $ | |||||
| Southland Equity Partners LLC | 755.000 $ | +16.192 $ | +2,2 % | 738.808 $ | +39.563 $ | +5,7 % | 699.245 $ | -6.249 $ | -0,9 % | 705.494 $ | ||
| PSI Advisors, LLC | 754.483 $ | +308.020 $ | +69,0 % | 446.463 $ | ||||||||
| FWG Investments, LLC. | 753.799 $ | |||||||||||
| Valmark Advisers, Inc. | 311.535 $ | -428.810 $ | -57,9 % | 740.345 $ | ||||||||
| Southern Financial Group, LLC | 389.342 $ | -338.564 $ | -46,5 % | 727.906 $ | -9.950 $ | -1,3 % | 737.856 $ | +5.898 $ | +0,8 % | 731.958 $ | ||
| GPS Wealth Strategies Group, LLC | 726.806 $ | -18.113 $ | -2,4 % | |||||||||
| Fulcrum Equity Management | 720.096 $ | |||||||||||
| RFG Advisory, LLC | 708.793 $ | +383.777 $ | +118,1 % | 325.016 $ | ||||||||
| Outlook Wealth Advisors, LLC | 705.838 $ | |||||||||||
| Stonebridge Financial Planning Group, LLC | 699.601 $ | +480.584 $ | +219,4 % | 219.017 $ | +8.370 $ | +4,0 % | 210.647 $ | |||||
| Elevated Capital Advisors, LLC | 686.124 $ | |||||||||||
| KINGSWOOD WEALTH ADVISORS, LLC | 684.551 $ | +263.992 $ | +62,8 % | 420.559 $ | ||||||||
| INTEGRITY ALLIANCE, LLC. | 678.577 $ | |||||||||||
| Hennion & Walsh Asset Management, Inc. | 674.690 $ | +165.958 $ | +32,6 % | 508.732 $ | ||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 669.241 $ | +253.961 $ | +61,2 % | 415.280 $ | +54.953 $ | +15,3 % | 360.327 $ | +61.188 $ | +20,5 % | 299.139 $ | -1.484 $ | -0,5 % |
| CreativeOne Wealth, LLC | 579.879 $ | -8.108 $ | -1,4 % | 587.987 $ | -75.249 $ | -11,3 % | 663.236 $ | |||||
| Forefront Wealth Partners, LLC | 638.392 $ | -11.606 $ | -1,8 % | 649.998 $ | -12.304 $ | -1,9 % | 662.302 $ | +3.255 $ | +0,5 % | |||
| Occidental Asset Management, LLC | 657.656 $ | -1.955 $ | -0,3 % | 659.611 $ | +35.321 $ | +5,7 % | 624.290 $ | +184.204 $ | +41,9 % | 440.086 $ | ||
| MARS JEWETT FINANCIAL GROUP, INC. | 653.096 $ | |||||||||||
| SWMG, LLC | 650.679 $ | +34.589 $ | +5,6 % | 616.090 $ | ||||||||
| Barnes Dennig Private Wealth Management LLC | 635.757 $ | +11.131 $ | +1,8 % | 624.626 $ | +17.852 $ | +2,9 % | 606.774 $ | -1.460 $ | -0,2 % | 608.234 $ | +11.478 $ | +1,9 % |
| Integrated Wealth Management | 632.216 $ | |||||||||||
| KEYBANK NATIONAL ASSOCIATION/OH | 619.484 $ | |||||||||||
| Tidal Investments LLC | 610.393 $ | +48.935 $ | +8,7 % | 561.458 $ | +348.387 $ | +163,5 % | 213.071 $ | |||||
| Arkadios Wealth Advisors | 223.114 $ | -382.046 $ | -63,1 % | 605.160 $ | +277.860 $ | +84,9 % | 327.300 $ | +3.840 $ | +1,2 % | |||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 22.228 $ | -579.225 $ | -96,3 % | 601.453 $ | +160.415 $ | +36,4 % | 441.038 $ | -34.990 $ | -7,4 % | 476.028 $ | +445.592 $ | +1.464,0 % |
| Aegis Wealth Management, Inc. | 598.605 $ | |||||||||||
| WealthPlan Investment Management, LLC | 348.439 $ | -201.109 $ | -36,6 % | 549.548 $ | +43.174 $ | +8,5 % | 506.374 $ | -77.488 $ | -13,3 % | 583.862 $ | -330.258 $ | -36,1 % |
| UNIQUE WEALTH, LLC | 582.235 $ | +196.474 $ | +50,9 % | 385.761 $ | +45.949 $ | +13,5 % | 339.812 $ | |||||
| SMART Wealth LLC | 578.083 $ | |||||||||||
| AssuredPartners Investment Advisors, LLC | 575.817 $ | +22.873 $ | +4,1 % | 552.944 $ | -1.069 $ | -0,2 % | 554.013 $ | |||||
| Almanack Investment Partners, LLC. | 568.364 $ | +350.927 $ | +161,4 % | |||||||||
| Summit Financial, LLC | 566.121 $ | |||||||||||
| Visionary Wealth Advisors | 411.535 $ | -152.378 $ | -27,0 % | 563.913 $ | +17.847 $ | +3,3 % | 546.066 $ | -4.880 $ | -0,9 % | 550.946 $ | +244.969 $ | +80,1 % |
| HOWARD BAILEY SECURITIES, LLC | 556.526 $ | |||||||||||
| Pathstone Holdings, LLC | 551.419 $ | |||||||||||
| STEEL GROVE CAPITAL ADVISORS, LLC | 516.986 $ | -34.096 $ | -6,2 % | 551.082 $ | +139.497 $ | +33,9 % | 411.585 $ | -76.586 $ | -15,7 % | 488.171 $ | ||
| Koshinski Asset Management, Inc. | 548.128 $ | +228.180 $ | +71,3 % | 319.948 $ | +42.997 $ | +15,5 % | 276.951 $ | -5.843 $ | -2,1 % | 282.794 $ | -91.579 $ | -24,5 % |
| Hutchens & Kramer Investment Management Group, LLC | 547.005 $ | |||||||||||
| Clearstead Advisors, LLC | 525.748 $ | -567 $ | -0,1 % | 526.315 $ | +35.081 $ | +7,1 % | 491.234 $ | |||||
| Encompass More Asset Management | 514.628 $ | +314.036 $ | +156,6 % | 200.592 $ | ||||||||
| Quad-Cities Investment Group, LLC | 433.855 $ | -30.029 $ | -6,5 % | 463.884 $ | -6.486 $ | -1,4 % | 470.370 $ | -35.869 $ | -7,1 % | 506.239 $ | ||
| Stenger Family Office, LLC | 477.306 $ | -23.198 $ | -4,6 % | 500.504 $ | +1.166 $ | +0,2 % | 499.338 $ | +71.878 $ | +16,8 % | 427.460 $ | ||
| NATIXIS ADVISORS, LLC | 499.000 $ | |||||||||||
| Legacy Wealth Partners, LLC | 495.836 $ | |||||||||||
| GeoWealth Management, LLC | 481.525 $ | |||||||||||
| B.O.S.S. Retirement Advisors, LLC | 471.787 $ | |||||||||||
| Anfield Capital Management, LLC | 455.328 $ | +8.511 $ | +1,9 % | 446.817 $ | +9.034 $ | +2,1 % | ||||||
| STEPHENS INC /AR/ | 450.774 $ | -293.767 $ | -39,5 % | |||||||||
| 1776 Wealth LLC | 432.196 $ | -6.044 $ | -1,4 % | 438.240 $ | -12.086 $ | -2,7 % | 450.326 $ | |||||
| Westhampton Capital, LLC | 446.661 $ | +7.743 $ | +1,8 % | 438.918 $ | +58.986 $ | +15,5 % | 379.932 $ | +8.840 $ | +2,4 % | 371.092 $ | +2.543 $ | +0,7 % |
| Frontier Asset Management, LLC | 272.413 $ | -169.887 $ | -38,4 % | 442.300 $ | ||||||||
| World Investment Advisors | 385.705 $ | +0 $ | +0,0 % | 385.705 $ | -55.205 $ | -12,5 % | 440.910 $ | |||||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 440.199 $ | +224.712 $ | +104,3 % | 215.487 $ | +11.539 $ | +5,7 % | 203.948 $ | -1.823 $ | -0,9 % | 205.771 $ | ||
| AMERIPRISE FINANCIAL INC | 438.373 $ | +34.440 $ | +8,5 % | 403.933 $ | ||||||||
| Sage Capital Advisors,llc | 437.337 $ | +11.349 $ | +2,7 % | 425.988 $ | +30.743 $ | +7,8 % | 395.245 $ | -8.163 $ | -2,0 % | 403.408 $ | ||
| Networth Advisors, LLC | 427.855 $ | |||||||||||
| First Heartland Consultants, Inc. | 426.414 $ | |||||||||||
| Stonebridge Financial Group, LLC / MO | 418.115 $ | |||||||||||
| National Wealth Management Group, LLC | 415.433 $ | |||||||||||
| AdvisorNet Financial, Inc | 406.534 $ | -7.106 $ | -1,7 % | 413.640 $ | +7.008 $ | +1,7 % | 406.632 $ | +41.336 $ | +11,3 % | 365.296 $ | +54.325 $ | +17,5 % |
| Crusonia Wealth Advisors LLC | 399.498 $ | |||||||||||
| DAVENPORT & Co LLC | 386.762 $ | +76.710 $ | +24,7 % | 310.052 $ | ||||||||
| Lauer Wealth, LLC | 381.104 $ | |||||||||||
| BCGM Wealth Management, LLC | 367.032 $ | +18.461 $ | +5,3 % | 348.571 $ | -2.948 $ | -0,8 % | 351.519 $ | +6.600 $ | +1,9 % | |||
| HORIZON KINETICS ASSET MANAGEMENT LLC | 339.760 $ | -20.941 $ | -5,8 % | 360.701 $ | +78.544 $ | +27,8 % | 282.157 $ | +1.878 $ | +0,7 % | |||
| VestGen Advisors, LLC | 354.029 $ | |||||||||||
| NBZ Investment Advisors LLC | 351.348 $ | +6.033 $ | +1,7 % | 345.315 $ | +10.904 $ | +3,3 % | 334.411 $ | -547 $ | -0,2 % | 334.958 $ | +6.158 $ | +1,9 % |
| Plan Group Financial, LLC | 216.621 $ | -131.079 $ | -37,7 % | 347.700 $ | ||||||||
| TOUNJIAN ADVISORY PARTNERS, LLC | 331.599 $ | +331.238 $ | +91.755,7 % | 361 $ | ||||||||
| Sugar Maple Asset Management, LLC | 329.672 $ | -383.620 $ | -53,8 % | |||||||||
| BROWN WEALTH MANAGEMENT, LLC | 323.791 $ | +6.944 $ | +2,2 % | 316.847 $ | +16.967 $ | +5,7 % | 299.880 $ | |||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 313.253 $ | +12.974 $ | +4,3 % | 300.279 $ | -18.710 $ | -5,9 % | 318.989 $ | |||||
| SILVER OAK SECURITIES, INCORPORATED | 317.832 $ | +21.185 $ | +7,1 % | 296.647 $ | -194 $ | -0,1 % | 296.841 $ | +5.015 $ | +1,7 % | |||
| Applied Capital LLC | 278.851 $ | -38.102 $ | -12,0 % | 316.953 $ | ||||||||
| Essex Financial Services, Inc. | 310.790 $ | +47.542 $ | +18,1 % | 263.248 $ | -7.233 $ | -2,7 % | 270.481 $ | +27.702 $ | +11,4 % | |||
| VIMA LLC | 304.518 $ | |||||||||||
| Envestnet Portfolio Solutions, Inc. | 303.388 $ | |||||||||||
| Aspen Grove Capital, LLC | 303.200 $ | |||||||||||
| Global Wealth Management, LLC | 280.102 $ | -18.956 $ | -6,3 % | 299.058 $ | +7.031 $ | +2,4 % | 292.027 $ | -1.186 $ | -0,4 % | 293.213 $ | ||
| Gladstone Institutional Advisory LLC | 273.970 $ | -16.401 $ | -5,6 % | 290.371 $ | ||||||||
| CAMELOT TECHNOLOGY ADVISORS, INC. | 266.728 $ | -18.048 $ | -6,3 % | 284.776 $ | +6.697 $ | +2,4 % | 278.079 $ | -1.130 $ | -0,4 % | 279.209 $ | +4.550 $ | +1,7 % |
| Patriot Financial Group Insurance Agency, LLC | 284.440 $ | |||||||||||
| Private Wealth Asset Management, LLC | 277.274 $ | +55.539 $ | +25,0 % | 221.735 $ | ||||||||
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 259.823 $ | -16.662 $ | -6,0 % | 276.485 $ | +2.470 $ | +0,9 % | 274.015 $ | |||||
| Chicago Partners Investment Group LLC | 275.362 $ | +5.072 $ | +1,9 % | |||||||||
| ROMAN BUTLER FULLERTON & CO | 275.052 $ | +11.245 $ | +4,3 % | 263.807 $ | +26.331 $ | +11,1 % | 237.476 $ | -17.902 $ | -7,0 % | 255.378 $ | ||
| Single Point Partners, LLC | 273.518 $ | |||||||||||
| HRT FINANCIAL LP | 269.000 $ | -106.000 $ | -28,3 % | |||||||||
| Atlas Wealth LLC | 264.421 $ | |||||||||||
| Wealthcare Advisory Partners LLC | 260.913 $ | |||||||||||
| IFS Advisors, LLC | 260.789 $ | |||||||||||
| Elequin Capital, LP | 258.049 $ | |||||||||||
| one8zero8, LLC | 254.688 $ | |||||||||||
| US BANCORP \DE\ | 253.458 $ | |||||||||||
| TFB Advisors LLC | 253.210 $ | -4.279 $ | -1,7 % | |||||||||
| AQR CAPITAL MANAGEMENT LLC | 252.824 $ | |||||||||||
| WFA of San Diego, LLC | 219.814 $ | -32.655 $ | -12,9 % | 252.469 $ | +1.873 $ | +0,7 % | 250.596 $ | +230 $ | +0,1 % | |||
| StoneX Group Inc. | 252.005 $ | |||||||||||
| Arax Advisory Partners | 243.153 $ | +174.511 $ | +254,2 % | 68.642 $ | +10.270 $ | +17,6 % | 58.372 $ | -24.749 $ | -29,8 % | |||
| Faithward Advisors, LLC | 239.600 $ | +11.179 $ | +4,9 % | 228.421 $ | -175.008 $ | -43,4 % | ||||||
| CAHABA WEALTH MANAGEMENT, INC. | 220.050 $ | -16.882 $ | -7,1 % | 236.932 $ | +3.649 $ | +1,6 % | 233.283 $ | -2.826 $ | -1,2 % | 236.109 $ | +1.927 $ | +0,8 % |
| Sherman Wealth Management LLC | 215.743 $ | -16.943 $ | -7,3 % | 232.686 $ | +22.591 $ | +10,8 % | 210.095 $ | |||||
| CRA Financial Services, LLC | 230.112 $ | |||||||||||
| Quest 10 Wealth Builders, Inc. | 229.753 $ | |||||||||||
| Great Lakes Retirement, Inc. | 229.462 $ | |||||||||||
| J.W. COLE ADVISORS, INC. | 213.526 $ | -14.766 $ | -6,5 % | 228.292 $ | ||||||||
| Simplicity Wealth,LLC | 227.919 $ | |||||||||||
| CAP Partners, LLC | 224.942 $ | |||||||||||
| Facet Wealth, Inc. | 224.516 $ | |||||||||||
| Accurate Wealth Management, LLC | 219.585 $ | -3.850 $ | -1,7 % | 223.435 $ | ||||||||
| MinichMacGregor Wealth Management, LLC | 222.301 $ | |||||||||||
| UBS Group AG | 174.252 $ | -46.028 $ | -20,9 % | 220.280 $ | +137.361 $ | +165,7 % | 82.919 $ | -560.210 $ | -87,1 % | |||
| KFG WEALTH MANAGEMENT, LLC | 220.128 $ | +4.721 $ | +2,2 % | 215.407 $ | +11.535 $ | +5,7 % | 203.872 $ | -6.864 $ | -3,3 % | 210.736 $ | ||
| SAGESPRING WEALTH PARTNERS, LLC | 220.036 $ | +4.865 $ | +2,3 % | 215.171 $ | +12.653 $ | +6,2 % | 202.518 $ | |||||
| 1ST SOURCE BANK | 218.160 $ | |||||||||||
| Owen LaRue, LLC | 214.251 $ | |||||||||||
| CORRADO ADVISORS, LLC | 212.825 $ | +4.564 $ | +2,2 % | 208.261 $ | +11.152 $ | +5,7 % | 197.109 $ | -1.761 $ | -0,9 % | 198.870 $ | ||
| LANARK FINANCIAL, INC. | 199.262 $ | -11.246 $ | -5,3 % | 210.508 $ | +82.892 $ | +65,0 % | 127.616 $ | -11.472 $ | -8,2 % | 139.088 $ | ||
| Core Wealth Partners LLC | 202.610 $ | -5.302 $ | -2,6 % | 207.912 $ | ||||||||
| Ferguson Shapiro LLC | 190.330 $ | -8.640 $ | -4,3 % | 198.970 $ | -2.782 $ | -1,4 % | 201.752 $ | -5.564 $ | -2,7 % | 207.316 $ | -2.946 $ | -1,4 % |
| WCG Wealth Advisors LLC | 206.289 $ | |||||||||||
| MORGAN STANLEY | 205.234 $ | +69.970 $ | +51,7 % | 135.264 $ | ||||||||
| Brookwood Investment Group LLC | 195.533 $ | +25.246 $ | +14,8 % | 170.287 $ | -32.996 $ | -16,2 % | 203.283 $ | -29.749 $ | -12,8 % | |||
| Lakeridge Wealth Management LLC | 196.514 $ | |||||||||||
| Clear Creek Financial Management, LLC | 186.806 $ | -3.259 $ | -1,7 % | 190.065 $ | -4.900 $ | -2,5 % | 194.965 $ | |||||
| Parallel Advisors, LLC | 192.791 $ | +79.105 $ | +69,6 % | 113.686 $ | +6.756 $ | +6,3 % | 106.930 $ | -1.278 $ | -1,2 % | 108.208 $ | +2.623 $ | +2,5 % |
| Cape Investment Advisory, Inc. | 182.585 $ | -8.128 $ | -4,3 % | 190.713 $ | +61.052 $ | +47,1 % | 129.661 $ | -17.332 $ | -11,8 % | |||
| CIBC WORLD MARKET INC. | 184.482 $ | -3.218 $ | -1,7 % | 187.700 $ | ||||||||
| Betterment LLC | 179.000 $ | |||||||||||
| TD Capital Management LLC | 175.707 $ | -714 $ | -0,4 % | 176.421 $ | +2.875 $ | +1,7 % | ||||||
| ROTHSCHILD INVESTMENT LLC | 150.564 $ | +8.062 $ | +5,7 % | 142.502 $ | -1.273 $ | -0,9 % | 143.775 $ | |||||
| BARCLAYS PLC | 72.754 $ | -76.151 $ | -51,1 % | 148.905 $ | +148.879 $ | +572.611,5 % | 26 $ | |||||
| WELLS FARGO & COMPANY/MN | 145.897 $ | |||||||||||
| JPMORGAN CHASE & CO | 73.545 $ | -70.760 $ | -49,0 % | 144.305 $ | ||||||||
| Stone House Investment Management, LLC | 142.207 $ | +2.191 $ | +1,6 % | 140.016 $ | ||||||||
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 138.380 $ | +33.989 $ | +32,6 % | 104.391 $ | +5.590 $ | +5,7 % | 98.801 $ | -883 $ | -0,9 % | 99.684 $ | ||
| Camelot Portfolios, LLC | 137.650 $ | |||||||||||
| Kingdom Financial Group LLC. | 106.752 $ | +106.748 $ | +2.668.700,0 % | 4 $ | +1 $ | +33,3 % | 3 $ | +0 $ | +0,0 % | 3 $ | ||
| Financial Network Wealth Advisors LLC | 96.018 $ | +2.315 $ | +2,5 % | 93.703 $ | +6.517 $ | +7,5 % | 87.186 $ | +1.629 $ | +1,9 % | 85.557 $ | +1.730 $ | +2,1 % |
| Benson Wealth Management INC | 93.535 $ | +4.503 $ | +5,1 % | 89.032 $ | ||||||||
| GK Wealth Management LLC | 85.343 $ | |||||||||||
| ISLAY CAPITAL MANAGEMENT, LLC | 72.017 $ | +9.678 $ | +15,5 % | 62.339 $ | +462 $ | +0,7 % | 61.877 $ | +1.250 $ | +2,1 % | |||
| Triumph Capital Management | 71.163 $ | +5.742 $ | +8,8 % | 65.421 $ | +20.079 $ | +44,3 % | 45.342 $ | -8.290 $ | -15,5 % | 53.632 $ | ||
| 1620 INVESTMENT ADVISORS, INC. | 70.624 $ | |||||||||||
| Innovative Asset Advisors Group, LLC | 67.552 $ | |||||||||||
| Clayton Financial Group LLC | 66.341 $ | +4.392 $ | +7,1 % | 61.949 $ | +364 $ | +0,6 % | 61.585 $ | |||||
| HARBOR INVESTMENT ADVISORY, LLC | 63.335 $ | +1.306 $ | +2,1 % | 62.029 $ | +3.223 $ | +5,5 % | 58.806 $ | +856 $ | +1,5 % | 57.950 $ | +1.110 $ | +2,0 % |
| Physician Wealth Advisors, Inc. | 58.982 $ | +1.265 $ | +2,2 % | 57.717 $ | +3.091 $ | +5,7 % | 54.626 $ | -488 $ | -0,9 % | 55.114 $ | ||
| Montgomery Financial Services LLC | 58.400 $ | |||||||||||
| FMR LLC | 54.449 $ | +31.480 $ | +137,1 % | 22.969 $ | -883 $ | -3,7 % | 23.852 $ | -373 $ | -1,5 % | |||
| Signature Equity Partners, LLC | 53.582 $ | |||||||||||
| Moisand Fitzgerald Tamayo, LLC | 43.656 $ | |||||||||||
| Ankerstar Wealth, LLC | 442 $ | -39.085 $ | -98,9 % | 39.527 $ | ||||||||
| Whipplewood Advisors, LLC | 32.870 $ | |||||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 31.687 $ | +24.734 $ | +355,7 % | 6.953 $ | +6.209 $ | +834,5 % | 744 $ | |||||
| Decker Retirement Planning Inc. | 31.026 $ | |||||||||||
| BANK OF MONTREAL /CAN/ | 27.150 $ | -1.030 $ | -3,7 % | 28.180 $ | +5.306 $ | +23,2 % | 22.874 $ | +271 $ | +1,2 % | |||
| Allworth Financial LP | 22.906 $ | +0 $ | +0,0 % | 22.906 $ | +2.423 $ | +11,8 % | 20.483 $ | +15.345 $ | +298,7 % | 5.138 $ | +19 $ | +0,4 % |
| Key Capital Management, INC | 22.009 $ | |||||||||||
| SJS Investment Consulting Inc. | 19.554 $ | -2.109 $ | -9,7 % | 21.663 $ | +5.478 $ | +33,8 % | 16.185 $ | -1.200 $ | -6,9 % | 17.385 $ | ||
| SBI Securities Co., Ltd. | 16.863 $ | +1.840 $ | +12,2 % | 15.023 $ | +11.566 $ | +334,6 % | 3.457 $ | +530 $ | +18,1 % | 2.927 $ | ||
| Sunrise Financial Services, LLC | 16.689 $ | +351 $ | +2,1 % | 16.338 $ | +923 $ | +6,0 % | 15.415 $ | -164 $ | -1,1 % | 15.579 $ | ||
| ST GERMAIN D J CO INC | 15.480 $ | +910 $ | +6,2 % | 14.570 $ | ||||||||
| GROUP ONE TRADING LLC | 14.554 $ | +2.171 $ | +17,5 % | 12.383 $ | -1.617 $ | -11,6 % | 14.000 $ | |||||
| GHP Investment Advisors, Inc. | 13.106 $ | -487 $ | -3,6 % | 13.593 $ | +4.155 $ | +44,0 % | 9.438 $ | -551 $ | -5,5 % | 9.989 $ | +60 $ | +0,6 % |
| Park Square Financial Group, LLC | 1.676 $ | -7.772 $ | -82,3 % | 9.448 $ | ||||||||
| GILPIN WEALTH MANAGEMENT, LLC | 8.207 $ | +176 $ | +2,2 % | 8.031 $ | +430 $ | +5,7 % | 7.601 $ | -67 $ | -0,9 % | 7.668 $ | ||
| COMPASS FINANCIAL MANAGEMENT LLC | 5.495 $ | -1.426 $ | -20,6 % | 6.921 $ | ||||||||
| Smartleaf Asset Management LLC | 6.351 $ | +979 $ | +18,2 % | 5.372 $ | ||||||||
| Abound Wealth Management | 4.959 $ | |||||||||||
| EVOLUTION WEALTH MANAGEMENT INC. | 3.975 $ | |||||||||||
| Strategic Advocates LLC | 2.737 $ | +590 $ | +27,5 % | 2.147 $ | +149 $ | +7,5 % | 1.998 $ | -663 $ | -24,9 % | 2.661 $ | -1.414 $ | -34,7 % |
| CWM, LLC | 2.710 $ | |||||||||||
| Quattro Advisors LLC | 537 $ | |||||||||||
| Millstone Evans Group, LLC | 184 $ | +56 $ | +43,8 % | 128 $ | -8 $ | -5,9 % | 136 $ | |||||
| MAI Capital Management | 83 $ | |||||||||||
| FIFTH THIRD BANCORP | 37 $ | |||||||||||
| Sound Income Strategies, LLC | 8 $ | |||||||||||
| Total | 965.651.102 $ | +183.877.154 $ | +418.632,7 % | 2.128.939.626 $ | +319.537.277 $ | +2.715,4 % | 1.755.479.323 $ | +131.046.557 $ | +101,2 % | 1.613.093.470 $ | +17.559.075 $ | +6.460,2 % |
Not investment advice, no individual recommendation.
The figures shown here are an aggregated evaluation of publicly available
regulatory filings and public registers and do not constitute an assessment or
recommendation regarding individual securities, funds, or issuers.
Conflicts of interest: The operator may receive affiliate compensation via linked providers (e.g. brokers) and may hold positions in the securities discussed. Methodology: Calculation basis.
Conflicts of interest: The operator may receive affiliate compensation via linked providers (e.g. brokers) and may hold positions in the securities discussed. Methodology: Calculation basis.
Not investment advice, no individual recommendation.
Aggregated evaluation of public regulatory filings, no assessment of individual
securities. The operator may receive affiliate compensation via linked providers
and may hold positions.
Legal notices.