| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 675.959.050 $ | +76.109.926 $ | +1.568,3 % | 603.964.354 $ | +71.348.915 $ | +950,6 % | 493.275.366 $ | +41.610.760 $ | +348,3 % | |
| FMR LLC | 161.128.672 $ | +32.972.664 $ | +25,7 % | 128.156.008 $ | +34.641.982 $ | +37,0 % | 93.514.026 $ | +10.033.920 $ | +12,0 % |
| MORGAN STANLEY | 149.546.323 $ | +17.810.865 $ | +13,5 % | 131.735.458 $ | +18.043.921 $ | +15,9 % | 113.691.537 $ | +10.194.843 $ | +9,9 % |
| BANK OF AMERICA CORP /DE/ | 83.809.688 $ | +21.767.437 $ | +35,1 % | 62.042.251 $ | +9.031.349 $ | +17,0 % | 53.010.902 $ | +5.915.824 $ | +12,6 % |
| TODD ASSET MANAGEMENT LLC | 53.403.386 $ | +5.159.252 $ | +10,7 % | 48.244.134 $ | +9.032.697 $ | +23,0 % | 39.211.437 $ | +3.113.860 $ | +8,6 % |
| Boston Common Asset Management, LLC | 5.640.008 $ | -35.592.052 $ | -86,3 % | 41.232.060 $ | -3.889.254 $ | -8,6 % | 45.121.314 $ | +921.480 $ | +2,1 % |
| NORTHERN TRUST CORP | 31.212.103 $ | +2.751.411 $ | +9,7 % | 28.460.692 $ | +4.376.385 $ | +18,2 % | 24.084.307 $ | +1.730.064 $ | +7,7 % |
| BlackRock, Inc. | 26.495.033 $ | +2.087.469 $ | +8,6 % | 24.407.564 $ | |||||
| Quantinno Capital Management LP | 23.220.458 $ | +6.814.232 $ | +41,5 % | 16.406.226 $ | +5.566.738 $ | +51,4 % | 10.839.488 $ | +5.496.924 $ | +102,9 % |
| AMERICAN CENTURY COMPANIES INC | 22.267.101 $ | +5.568.454 $ | +33,3 % | 16.698.647 $ | +4.458.824 $ | +36,4 % | 12.239.823 $ | +2.476.568 $ | +25,4 % |
| WELLS FARGO & COMPANY/MN | 3.655.952 $ | +388.732 $ | +11,9 % | 3.267.220 $ | -13.022.694 $ | -79,9 % | 16.289.914 $ | +1.389.808 $ | +9,3 % |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8.303.447 $ | +2.580.477 $ | +45,1 % | 5.722.970 $ | +2.270.136 $ | +65,7 % | 3.452.834 $ | +411.417 $ | +13,5 % |
| MILLENNIUM MANAGEMENT LLC | 867.941 $ | -7.386.225 $ | -89,5 % | 8.254.166 $ | +3.993.295 $ | +93,7 % | |||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7.249.775 $ | +1.046.719 $ | +16,9 % | 6.203.056 $ | +1.031.946 $ | +20,0 % | 5.171.110 $ | +107.959 $ | +2,1 % |
| Gilman Hill Asset Management, LLC | 5.824.965 $ | +680.799 $ | +13,2 % | 5.144.166 $ | +715.190 $ | +16,1 % | 4.428.976 $ | +335.297 $ | +8,2 % |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5.364.735 $ | +36.413 $ | +0,7 % | 5.328.322 $ | +989.260 $ | +22,8 % | |||
| Allspring Global Investments Holdings, LLC | 829.082 $ | +153.712 $ | +22,8 % | 675.370 $ | -4.658.618 $ | -87,3 % | 5.333.988 $ | +324.894 $ | +6,5 % |
| JPMORGAN CHASE & CO | 4.631.772 $ | +214.839 $ | +4,9 % | 4.416.933 $ | +2.503.222 $ | +130,8 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 4.478.477 $ | +453.512 $ | +11,3 % | 4.024.965 $ | +381.522 $ | +10,5 % | 3.643.443 $ | +181.043 $ | +5,2 % |
| SEI INVESTMENTS CO | 4.154.740 $ | +648.370 $ | +18,5 % | 3.506.370 $ | +664.120 $ | +23,4 % | 2.842.250 $ | +323.470 $ | +12,8 % |
| Calamos Wealth Management LLC | 4.102.546 $ | ||||||||
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1.905.144 $ | +202.120 $ | +11,9 % | 1.703.024 $ | -2.305.536 $ | -57,5 % | 4.008.560 $ | -9.183.475 $ | -69,6 % |
| AQR CAPITAL MANAGEMENT LLC | 3.860.174 $ | +1.148.517 $ | +42,4 % | 2.711.657 $ | +910.683 $ | +50,6 % | 1.800.974 $ | +870.390 $ | +93,5 % |
| Pathstone Holdings, LLC | 3.568.774 $ | +504.380 $ | +16,5 % | 3.064.394 $ | +545.662 $ | +21,7 % | 2.518.732 $ | +34.032 $ | +1,4 % |
| Crossmark Global Holdings, Inc. | 3.520.542 $ | +16.779 $ | +0,5 % | 3.503.763 $ | +483.155 $ | +16,0 % | 3.020.608 $ | +214.266 $ | +7,6 % |
| Cerity Partners LLC | 3.222.781 $ | +182.946 $ | +6,0 % | 3.039.835 $ | +265.604 $ | +9,6 % | |||
| Callan Family Office, LLC | 3.000.990 $ | +1.657.873 $ | +123,4 % | 1.343.117 $ | |||||
| BTC Capital Management, Inc. | 2.479.203 $ | -370.748 $ | -13,0 % | 2.849.951 $ | +564.234 $ | +24,7 % | 2.285.717 $ | +246.477 $ | +12,1 % |
| NAPLES GLOBAL ADVISORS, LLC | 2.725.116 $ | +268.655 $ | +10,9 % | 2.456.461 $ | +376.401 $ | +18,1 % | 2.080.060 $ | +146.134 $ | +7,6 % |
| GOLDMAN SACHS GROUP INC | 2.385.404 $ | +290.580 $ | +13,9 % | 2.094.824 $ | |||||
| RITHOLTZ WEALTH MANAGEMENT | 2.299.228 $ | +267.185 $ | +13,1 % | 2.032.043 $ | |||||
| PARADIGM ASSET MANAGEMENT CO LLC | 1.940.208 $ | -246.036 $ | -11,3 % | 2.186.244 $ | +553.544 $ | +33,9 % | 1.632.700 $ | +118.175 $ | +7,8 % |
| QUADRANT CAPITAL GROUP LLC | 2.136.976 $ | +226.715 $ | +11,9 % | 1.910.261 $ | +757.341 $ | +65,7 % | |||
| Laird Norton Wetherby Trust Company, LLC | 2.129.699 $ | +1.779.691 $ | +508,5 % | 350.008 $ | +48.240 $ | +16,0 % | 301.768 $ | +21.842 $ | +7,8 % |
| Vise Technologies, Inc. | 1.957.425 $ | +908.092 $ | +86,5 % | 1.049.333 $ | |||||
| US BANCORP \DE\ | 1.779.733 $ | +280.915 $ | +18,7 % | 1.498.818 $ | +281.568 $ | +23,1 % | 1.217.250 $ | +296.567 $ | +32,2 % |
| DGS Capital Management, LLC | 1.613.675 $ | +204.919 $ | +14,5 % | 1.408.756 $ | +253.615 $ | +22,0 % | 1.155.141 $ | +106.693 $ | +10,2 % |
| MARSHALL WACE, LLP | 1.527.836 $ | +815.686 $ | +114,5 % | 712.150 $ | |||||
| Ativo Capital Management LLC | 1.494.825 $ | +69.959 $ | +4,9 % | 1.424.866 $ | +167.046 $ | +13,3 % | 1.257.820 $ | +53.455 $ | +4,4 % |
| HighTower Advisors, LLC | 1.409.525 $ | ||||||||
| DIMENSIONAL FUND ADVISORS LP | 951.286 $ | -455.407 $ | -32,4 % | 1.406.693 $ | +193.878 $ | +16,0 % | 1.212.815 $ | +86.113 $ | +7,6 % |
| CITADEL ADVISORS LLC | 355.870 $ | -1.015.169 $ | -74,0 % | 1.371.039 $ | |||||
| IEQ CAPITAL, LLC | 1.354.167 $ | +450.598 $ | +49,9 % | 903.569 $ | +579.928 $ | +179,2 % | 323.641 $ | ||
| NATIONAL BANK OF CANADA /FI/ | 1.261.120 $ | +91.280 $ | +7,8 % | ||||||
| ROYAL BANK OF CANADA | 1.196.000 $ | +394.000 $ | +49,1 % | 802.000 $ | +39.000 $ | +5,1 % | 763.000 $ | -33.000 $ | -4,1 % |
| TWO SIGMA INVESTMENTS, LP | 1.182.767 $ | ||||||||
| AMERIPRISE FINANCIAL INC | 1.151.533 $ | +104.384 $ | +10,0 % | 1.047.149 $ | +355.561 $ | +51,4 % | 691.588 $ | +282.973 $ | +69,3 % |
| GREENLEAF TRUST | 1.092.098 $ | +114.244 $ | +11,7 % | 977.854 $ | +143.826 $ | +17,2 % | 834.028 $ | -79.910 $ | -8,7 % |
| FIFTH THIRD BANCORP | 1.045.901 $ | +143.115 $ | +15,9 % | 902.786 $ | +71.055 $ | +8,5 % | 831.731 $ | +67.575 $ | +8,8 % |
| RHUMBLINE ADVISERS | 1.030.840 $ | +274.333 $ | +36,3 % | 756.507 $ | -216.238 $ | -22,2 % | 972.745 $ | +70.390 $ | +7,8 % |
| Corient Private Wealth LLC | 1.026.033 $ | ||||||||
| Connor, Clark & Lunn Investment Management Ltd. | 996.607 $ | ||||||||
| LPL Financial LLC | 948.358 $ | +131.231 $ | +16,1 % | 817.127 $ | +263.010 $ | +47,5 % | 554.117 $ | +239.006 $ | +75,8 % |
| STATE STREET CORP | 938.985 $ | +99.619 $ | +11,9 % | 839.366 $ | +115.686 $ | +16,0 % | 723.680 $ | +52.380 $ | +7,8 % |
| Creative Planning | 920.781 $ | +137.001 $ | +17,5 % | 783.780 $ | +179.417 $ | +29,7 % | 604.363 $ | +102.300 $ | +20,4 % |
| CTC Alternative Strategies, Ltd. | 894.948 $ | ||||||||
| Focus Partners Wealth | 852.238 $ | +643.906 $ | +309,1 % | 208.332 $ | -20.868 $ | -9,1 % | 229.200 $ | ||
| TRED AVON FAMILY WEALTH, LLC | 844.750 $ | +61.542 $ | +7,9 % | 783.208 $ | |||||
| Caprock Group, LLC | 817.516 $ | +158.864 $ | +24,1 % | 658.652 $ | +164.074 $ | +33,2 % | |||
| UBS Group AG | 782.044 $ | +386.222 $ | +97,6 % | 395.822 $ | +131.077 $ | +49,5 % | 264.745 $ | +33.284 $ | +14,4 % |
| Dynasty Wealth Management, LLC | 781.666 $ | +166.749 $ | +27,1 % | 614.917 $ | |||||
| Kathmere Capital Management, LLC | 769.041 $ | +108.179 $ | +16,4 % | 660.862 $ | +192.288 $ | +41,0 % | 468.574 $ | -92.427 $ | -16,5 % |
| Strategic Global Advisors, LLC | 765.359 $ | +158.722 $ | +26,2 % | 606.637 $ | |||||
| D. E. Shaw & Co., Inc. | 693.826 $ | -61.337 $ | -8,1 % | 755.163 $ | -1.622.746 $ | -68,2 % | |||
| Sequoia Financial Advisors, LLC | 740.132 $ | +93.255 $ | +14,4 % | 646.877 $ | |||||
| ELEVATION POINT WEALTH PARTNERS, LLC | 205.378 $ | -525.906 $ | -71,9 % | 731.284 $ | +250.298 $ | +52,0 % | |||
| Systematic Alpha Investments, LLC | 724.948 $ | +76.911 $ | +11,9 % | 648.037 $ | +89.316 $ | +16,0 % | 558.721 $ | +40.441 $ | +7,8 % |
| Investment Research Partners LLC | 689.828 $ | +114.751 $ | +20,0 % | 575.077 $ | |||||
| Neuberger Berman Group LLC | 641.101 $ | +89.529 $ | +16,2 % | 551.572 $ | +194.688 $ | +54,6 % | 356.884 $ | +62.439 $ | +21,2 % |
| ASSETMARK, INC | 409.584 $ | -52.501 $ | -11,4 % | 462.085 $ | -171.737 $ | -27,1 % | 633.822 $ | +19.032 $ | +3,1 % |
| Qube Research & Technologies Ltd | 630.605 $ | +126.508 $ | +25,1 % | ||||||
| MML INVESTORS SERVICES, LLC | 616.567 $ | +121.407 $ | +24,5 % | 495.160 $ | +494.738 $ | +117.236,5 % | 422 $ | +24 $ | +6,0 % |
| Savvy Advisors, Inc. | 607.290 $ | +95.631 $ | +18,7 % | 511.659 $ | +109.817 $ | +27,3 % | 401.842 $ | +86.811 $ | +27,6 % |
| Venturi Wealth Management, LLC | 565.320 $ | +257.235 $ | +83,5 % | 308.085 $ | +90.632 $ | +41,7 % | 217.453 $ | ||
| BNP PARIBAS FINANCIAL MARKETS | 154.369 $ | -382.815 $ | -71,3 % | 537.184 $ | +175.941 $ | +48,7 % | 361.243 $ | -238.091 $ | -39,7 % |
| RAYMOND JAMES FINANCIAL INC | 530.652 $ | +45.184 $ | +9,3 % | 485.468 $ | +99.091 $ | +25,6 % | 386.377 $ | +37.509 $ | +10,8 % |
| Trexquant Investment LP | 493.409 $ | +157.558 $ | +46,9 % | 335.851 $ | -182.199 $ | -35,2 % | 518.050 $ | +92.040 $ | +21,6 % |
| Versant Capital Management, Inc | 508.048 $ | +110.580 $ | +27,8 % | 397.468 $ | +20.641 $ | +5,5 % | 376.827 $ | +46.786 $ | +14,2 % |
| Y-Intercept (Hong Kong) Ltd | 489.472 $ | ||||||||
| SIGNATUREFD, LLC | 489.289 $ | +51.779 $ | +11,8 % | 437.510 $ | +60.300 $ | +16,0 % | 377.210 $ | -2.058 $ | -0,5 % |
| RNC CAPITAL MANAGEMENT LLC | 471.465 $ | +64.385 $ | +15,8 % | 407.080 $ | +82.342 $ | +25,4 % | 324.738 $ | +57.973 $ | +21,7 % |
| FRANKLIN RESOURCES INC | 469.390 $ | +47.630 $ | +11,3 % | 421.760 $ | +68.151 $ | +19,3 % | 353.609 $ | +23.567 $ | +7,1 % |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 449.900 $ | ||||||||
| Savant Capital, LLC | 445.781 $ | +98.280 $ | +28,3 % | 347.501 $ | +46.205 $ | +15,3 % | 301.296 $ | ||
| Ethic Inc. | 430.442 $ | +73.135 $ | +20,5 % | 357.307 $ | +95.832 $ | +36,7 % | 261.475 $ | +36.071 $ | +16,0 % |
| Cetera Investment Advisers | 429.085 $ | ||||||||
| Optas, LLC | 376.764 $ | +80.981 $ | +27,4 % | 295.783 $ | |||||
| PDS Planning, Inc | 376.237 $ | +81.421 $ | +27,6 % | 294.816 $ | +55.564 $ | +23,2 % | 239.252 $ | +12.616 $ | +5,6 % |
| Verition Fund Management LLC | 372.087 $ | ||||||||
| YOUSIF CAPITAL MANAGEMENT, LLC | 370.784 $ | +51.467 $ | +16,1 % | 319.317 $ | +44.010 $ | +16,0 % | 275.307 $ | +39.250 $ | +16,6 % |
| Checchi Capital Advisers, LLC | 368.114 $ | +43.704 $ | +13,5 % | 324.410 $ | |||||
| First Affirmative Financial Network | 341.566 $ | -5.160 $ | -1,5 % | 346.726 $ | +39.403 $ | +12,8 % | |||
| Brooklyn Investment Group | 336.441 $ | +261.241 $ | +347,4 % | 75.200 $ | +47.437 $ | +170,9 % | |||
| CITIGROUP INC | 220.465 $ | +4.191 $ | +1,9 % | 216.274 $ | -112.338 $ | -34,2 % | 328.612 $ | +43.087 $ | +15,1 % |
| XTX Topco Ltd | 319.787 $ | ||||||||
| Ascent Group, LLC | 309.219 $ | +36.827 $ | +13,5 % | 272.392 $ | +7.804 $ | +2,9 % | 264.588 $ | +1.269 $ | +0,5 % |
| Midwest Trust Co | 301.408 $ | ||||||||
| Pinnacle Wealth Planning Services, Inc. | 299.622 $ | +24.187 $ | +8,8 % | 275.435 $ | +67.283 $ | +32,3 % | 208.152 $ | ||
| Smartleaf Asset Management LLC | 271.311 $ | +46.677 $ | +20,8 % | 224.634 $ | +74.985 $ | +50,1 % | 149.649 $ | -6.532 $ | -4,2 % |
| Parallel Advisors, LLC | 269.772 $ | +28.109 $ | +11,6 % | 241.663 $ | +34.141 $ | +16,5 % | 207.522 $ | +14.596 $ | +7,6 % |
| Abel Hall, LLC | 266.077 $ | ||||||||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 251.414 $ | +37.063 $ | +17,3 % | 214.351 $ | |||||
| TRUIST FINANCIAL CORP | 249.159 $ | +35.247 $ | +16,5 % | 213.912 $ | |||||
| Knights of Columbus Asset Advisors LLC | 232.708 $ | +24.688 $ | +11,9 % | 208.020 $ | +32.950 $ | +18,8 % | 175.070 $ | +12.671 $ | +7,8 % |
| SAGE RHINO CAPITAL LLC | 229.991 $ | +19.020 $ | +9,0 % | 210.971 $ | |||||
| R Squared Ltd | 229.794 $ | ||||||||
| Arax Advisory Partners | 59.836 $ | -155.229 $ | -72,2 % | 215.065 $ | +174.982 $ | +436,5 % | 40.083 $ | +37.053 $ | +1.222,9 % |
| Atria Investments, Inc | 214.713 $ | ||||||||
| D'Orazio & Associates, Inc. | 213.336 $ | ||||||||
| BANK OF MONTREAL /CAN/ | 206.614 $ | ||||||||
| EWA, LLC | 204.059 $ | ||||||||
| GAMMA Investing LLC | 195.803 $ | +31.926 $ | +19,5 % | 163.877 $ | +45.805 $ | +38,8 % | 118.072 $ | -1.168 $ | -1,0 % |
| Rockefeller Capital Management L.P. | 162.139 $ | +73.489 $ | +82,9 % | 88.650 $ | |||||
| OSAIC HOLDINGS, INC. | 96.331 $ | -62.150 $ | -39,2 % | 158.481 $ | +22.943 $ | +16,9 % | 135.538 $ | +110.120 $ | +433,2 % |
| EverSource Wealth Advisors, LLC | 140.216 $ | -5.966 $ | -4,1 % | 146.182 $ | +2.874 $ | +2,0 % | 143.308 $ | +124.641 $ | +667,7 % |
| HUNTINGTON NATIONAL BANK | 105.749 $ | -3.015 $ | -2,8 % | 108.764 $ | |||||
| Farther Finance Advisors, LLC | 93.867 $ | +40.260 $ | +75,1 % | 53.607 $ | +8.673 $ | +19,3 % | 44.934 $ | +12.380 $ | +38,0 % |
| Cromwell Holdings LLC | 89.121 $ | +9.455 $ | +11,9 % | 79.666 $ | +10.980 $ | +16,0 % | 68.686 $ | +4.971 $ | +7,8 % |
| Wilmington Savings Fund Society, FSB | 74.203 $ | +5.370 $ | +7,8 % | ||||||
| NewSquare Capital LLC | 59.881 $ | +52.256 $ | +685,3 % | ||||||
| WealthCollab, LLC | 53.269 $ | +5.652 $ | +11,9 % | 47.617 $ | +6.563 $ | +16,0 % | 41.054 $ | +1.216 $ | +3,1 % |
| Brentview Investment Management LLC | 51.427 $ | +5.456 $ | +11,9 % | 45.971 $ | +6.336 $ | +16,0 % | 39.635 $ | +2.869 $ | +7,8 % |
| Aquatic Capital Management LLC | 46.840 $ | ||||||||
| Addison Advisors LLC | 44.912 $ | -1.765 $ | -3,8 % | 46.677 $ | +12.063 $ | +34,9 % | 34.614 $ | +29.078 $ | +525,3 % |
| Geneos Wealth Management Inc. | 2.045 $ | +217 $ | +11,9 % | 1.828 $ | -44.473 $ | -96,1 % | 46.301 $ | +2.850 $ | +6,6 % |
| Blue Trust, Inc. | 40.966 $ | +898 $ | +2,2 % | 40.068 $ | +11.580 $ | +40,6 % | 28.488 $ | +5.815 $ | +25,6 % |
| Bruce G. Allen Investments, LLC | 40.355 $ | +5.562 $ | +16,0 % | 34.793 $ | +8.263 $ | +31,1 % | |||
| PRINCIPAL SECURITIES, INC. | 39.337 $ | +8.710 $ | +28,4 % | 30.627 $ | +4.919 $ | +19,1 % | |||
| Kestra Advisory Services, LLC | 35.017 $ | ||||||||
| V-Square Quantitative Management LLC | 33.574 $ | ||||||||
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 33.515 $ | +3.555 $ | +11,9 % | 29.960 $ | +6.114 $ | +25,6 % | 23.846 $ | +1.726 $ | +7,8 % |
| Allworth Financial LP | 30.187 $ | +7.105 $ | +30,8 % | 23.082 $ | +9.254 $ | +66,9 % | 13.828 $ | +1.363 $ | +10,9 % |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 28.197 $ | +2.991 $ | +11,9 % | 25.206 $ | -1.142 $ | -4,3 % | 26.348 $ | +1.907 $ | +7,8 % |
| Manchester Capital Management LLC | 23.084 $ | +21.255 $ | +1.162,1 % | 1.829 $ | +252 $ | +16,0 % | 1.577 $ | ||
| Salomon & Ludwin, LLC | 22.201 $ | +9.998 $ | +81,9 % | 12.203 $ | +11.906 $ | +4.008,8 % | 297 $ | ||
| UMB Bank, n.a. | 21.623 $ | +2.294 $ | +11,9 % | 19.329 $ | +2.664 $ | +16,0 % | 16.665 $ | -778 $ | -4,5 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12.185 $ | -535 $ | -4,2 % | 12.720 $ | -8.584 $ | -40,3 % | 21.304 $ | +21.241 $ | +33.715,9 % |
| JONES FINANCIAL COMPANIES LLLP | 19.402 $ | +2.539 $ | +15,1 % | 16.863 $ | +4.570 $ | +37,2 % | 12.293 $ | -6.345 $ | -34,0 % |
| Binnacle Investments Inc | 18.963 $ | +10.676 $ | +128,8 % | 8.287 $ | +6.198 $ | +296,7 % | |||
| BAYBAN | 17.240 $ | ||||||||
| MAI Capital Management | 11.391 $ | +1.982 $ | +21,1 % | 9.409 $ | -6.468 $ | -40,7 % | 15.877 $ | +14.519 $ | +1.069,1 % |
| True Wealth Design, LLC | 15.078 $ | +5.805 $ | +62,6 % | 9.273 $ | |||||
| EVOLUTION WEALTH MANAGEMENT INC. | 14.610 $ | +1.550 $ | +11,9 % | 13.060 $ | +1.800 $ | +16,0 % | 11.260 $ | ||
| SageView Advisory Group, LLC | 14.464 $ | ||||||||
| IFP Advisors, Inc | 14.464 $ | +1.535 $ | +11,9 % | 12.929 $ | +858 $ | +7,1 % | 12.071 $ | +1.188 $ | +10,9 % |
| Financial Management Professionals, Inc. | 14.113 $ | +1.497 $ | +11,9 % | 12.616 $ | +1.739 $ | +16,0 % | 10.877 $ | -8.384 $ | -43,5 % |
| ALBION FINANCIAL GROUP /UT | 13.880 $ | +1.473 $ | +11,9 % | 12.407 $ | +1.710 $ | +16,0 % | 10.697 $ | +774 $ | +7,8 % |
| Ameritas Advisory Services, LLC | 914 $ | -11.134 $ | -92,4 % | 12.048 $ | |||||
| SIERRA OCEAN, LLC | 10.539 $ | +2.601 $ | +32,8 % | ||||||
| Root Financial Partners, LLC | 9.993 $ | +5.056 $ | +102,4 % | 4.937 $ | |||||
| Elyxium Wealth, LLC | 9.173 $ | ||||||||
| Physician Wealth Advisors, Inc. | 8.474 $ | +899 $ | +11,9 % | 7.575 $ | +1.044 $ | +16,0 % | 6.531 $ | +472 $ | +7,8 % |
| Whipplewood Advisors, LLC | 8.130 $ | +818 $ | +11,2 % | ||||||
| PRIVATE TRUST CO NA | 7.831 $ | +831 $ | +11,9 % | 7.000 $ | +2.834 $ | +68,0 % | 4.166 $ | +1.450 $ | +53,4 % |
| Steward Partners Investment Advisory, LLC | 7.597 $ | +806 $ | +11,9 % | 6.791 $ | +936 $ | +16,0 % | 5.855 $ | -1.561 $ | -21,0 % |
| BROWN BROTHERS HARRIMAN & CO | 7.159 $ | ||||||||
| Bell Investment Advisors, Inc | 6.867 $ | +3.210 $ | +87,8 % | 3.657 $ | +504 $ | +16,0 % | 3.153 $ | -796 $ | -20,2 % |
| Bangor Savings Bank | 6.808 $ | ||||||||
| MATHER GROUP, LLC. | 6.791 $ | +1.360 $ | +25,0 % | ||||||
| Parkside Financial Bank & Trust | 6.400 $ | ||||||||
| Wealthspire Advisors, LLC | 5.616 $ | ||||||||
| Pinnacle Bancorp, Inc. | 5.114 $ | +543 $ | +11,9 % | 4.571 $ | +630 $ | +16,0 % | 3.941 $ | +285 $ | +7,8 % |
| CVA Family Office, LLC | 4.909 $ | +521 $ | +11,9 % | 4.388 $ | +605 $ | +16,0 % | 3.783 $ | +232 $ | +6,5 % |
| NATIXIS ADVISORS, LLC | 4.790 $ | +92 $ | +2,0 % | 4.698 $ | +909 $ | +24,0 % | 3.789 $ | +116 $ | +3,2 % |
| Advisory Services Network, LLC | 4.701 $ | ||||||||
| MANNING & NAPIER ADVISORS LLC | 4.678 $ | ||||||||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 4.675 $ | +496 $ | +11,9 % | 4.179 $ | +238 $ | +6,0 % | 3.941 $ | +285 $ | +7,8 % |
| HARBOUR INVESTMENTS, INC. | 4.091 $ | +434 $ | +11,9 % | 3.657 $ | +2.531 $ | +224,8 % | 1.126 $ | +81 $ | +7,8 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 3.945 $ | +419 $ | +11,9 % | 3.526 $ | +486 $ | +16,0 % | 3.040 $ | -1.347 $ | -30,7 % |
| HIGHLINE WEALTH PARTNERS LLC | 3.390 $ | +2.868 $ | +549,4 % | ||||||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 3.360 $ | +356 $ | +11,9 % | 3.004 $ | +414 $ | +16,0 % | 2.590 $ | +188 $ | +7,8 % |
| JNBA Financial Advisors | 3.185 $ | ||||||||
| Bogart Wealth, LLC | 584 $ | -2.550 $ | -81,4 % | 3.134 $ | +432 $ | +16,0 % | 2.702 $ | +1.449 $ | +115,6 % |
| IMA Advisory Services, Inc. | 2.717 $ | ||||||||
| Tortoise Investment Management, LLC | 2.650 $ | +365 $ | +16,0 % | 2.285 $ | +196 $ | +9,4 % | |||
| CWM, LLC | 2.089 $ | -364 $ | -14,8 % | 2.453 $ | +1.500 $ | +157,4 % | 953 $ | +870 $ | +1.048,2 % |
| BROWN, LISLE/CUMMINGS, INC. | 2.359 $ | +250 $ | +11,9 % | 2.109 $ | +291 $ | +16,0 % | 1.818 $ | +147 $ | +8,8 % |
| Beaird Harris Wealth Management, LLC | 2.294 $ | +243 $ | +11,8 % | 2.051 $ | +587 $ | +40,1 % | 1.464 $ | +106 $ | +7,8 % |
| NBC SECURITIES, INC. | 2.220 $ | +2.219 $ | +221.900,0 % | 1 $ | |||||
| Transamerica Financial Advisors, LLC | 2.192 $ | +285 $ | +14,9 % | 1.907 $ | |||||
| Independence Bank of Kentucky | 2.045 $ | ||||||||
| Nemes Rush Group LLC | 1.958 $ | ||||||||
| Lester Murray Antman dba SimplyRich | 1.850 $ | +642 $ | +53,1 % | 1.208 $ | +181 $ | +17,6 % | 1.027 $ | ||
| Retirement Wealth Solutions LLC | 1.489 $ | ||||||||
| SJS Investment Consulting Inc. | 1.228 $ | ||||||||
| First Command Advisory Services, Inc. | 1.169 $ | +124 $ | +11,9 % | 1.045 $ | +144 $ | +16,0 % | 901 $ | +65 $ | +7,8 % |
| MONTAG A & ASSOCIATES INC | 1.124 $ | ||||||||
| Golden State Wealth Management, LLC | 1.023 $ | +109 $ | +11,9 % | 914 $ | +126 $ | +16,0 % | 788 $ | +57 $ | +7,8 % |
| Elevated Capital Advisors, LLC | 1.023 $ | ||||||||
| Cornerstone Planning Group LLC | 910 $ | +279 $ | +44,2 % | 631 $ | -71 $ | -10,1 % | 702 $ | +98 $ | +16,2 % |
| ST GERMAIN D J CO INC | 877 $ | +93 $ | +11,9 % | 784 $ | |||||
| Bare Financial Services, Inc | 836 $ | ||||||||
| Global Wealth Strategies & Associates | 810 $ | ||||||||
| Orion Capital Management LLC | 757 $ | ||||||||
| CULLEN/FROST BANKERS, INC. | 731 $ | ||||||||
| American Capital Advisory, LLC | 585 $ | -42 $ | -6,7 % | 627 $ | |||||
| Summit Global Investments | 585 $ | -21 $ | -3,5 % | 606 $ | +175 $ | +40,6 % | 431 $ | +88 $ | +25,7 % |
| Abound Wealth Management | 585 $ | +62 $ | +11,9 % | 523 $ | +72 $ | +16,0 % | 451 $ | +33 $ | +7,9 % |
| PARK AVENUE SECURITIES LLC | 538 $ | +80 $ | +17,5 % | 458 $ | +60 $ | +15,1 % | 398 $ | ||
| GPS Wealth Strategies Group, LLC | 522 $ | +72 $ | +16,0 % | 450 $ | +283 $ | +169,5 % | |||
| CIBC Private Wealth Group LLC | 409 $ | +135 $ | +49,3 % | ||||||
| Palisade Asset Management, LLC | 392 $ | ||||||||
| Blume Capital Management, Inc. | 338 $ | ||||||||
| ROTHSCHILD INVESTMENT LLC | 252 $ | ||||||||
| HANTZ FINANCIAL SERVICES, INC. | 212 $ | +89 $ | +72,4 % | 123 $ | +67 $ | +119,6 % | 56 $ | +52 $ | +1.300,0 % |
| Caitong International Asset Management Co., Ltd | 183 $ | ||||||||
| SG Americas Securities, LLC | 165 $ | +44 $ | +36,4 % | ||||||
| TOTH FINANCIAL ADVISORY CORP | 147 $ | ||||||||
| CENTRAL TRUST Co | 146 $ | ||||||||
| Murphy & Mullick Capital Management Corp | 117 $ | ||||||||
| Tower Research Capital LLC (TRC) | 52 $ | +7 $ | +15,6 % | 45 $ | |||||
| BESSEMER GROUP INC | 25 $ | +17 $ | +212,5 % | 8 $ | +4 $ | +100,0 % | 4 $ | -44 $ | -91,7 % |
| ACADIAN ASSET MANAGEMENT LLC | 20 $ | +3 $ | +17,6 % | 17 $ | +2 $ | +13,3 % | 15 $ | ||
| Capital Analysts, LLC | 15 $ | -5 $ | -25,0 % | 20 $ | +3 $ | +17,6 % | 17 $ | -1 $ | -5,6 % |
| GW&K Investment Management, LLC | 8 $ | +1 $ | +14,3 % | 7 $ | +1 $ | +16,7 % | 6 $ | +0 $ | +0,0 % |
| CX Institutional | 3 $ | +2 $ | +200,0 % | 1 $ | +0 $ | +0,0 % | 1 $ | +0 $ | +0,0 % |
| Hemington Wealth Management | 0 $ | ||||||||
| 675.959.050 $ | +76.109.926 $ | +1.568,3 % | 603.964.354 $ | +71.348.915 $ | +950,6 % | 493.275.366 $ | +41.610.760 $ | +348,3 % | |