| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 774.428.531 $ | +147.724.990 $ | +731,5 % | 609.270.419 $ | +91.157.624 $ | +1.197,8 % | 511.800.988 $ | +53.596.644 $ | +2.533,1 % | 454.014.469 $ | +134.679.427 $ | +706,0 % | |
| LPL Financial LLC | 162.379.746 $ | +61.390.038 $ | +60,8 % | 100.989.708 $ | +13.852.552 $ | +15,9 % | 87.137.156 $ | +16.784.976 $ | +23,9 % | 70.352.180 $ | +24.689.474 $ | +54,1 % |
| WELLS FARGO & COMPANY/MN | 109.287.469 $ | +28.425.445 $ | +35,2 % | 80.862.024 $ | +16.236.857 $ | +25,1 % | 64.625.167 $ | +14.084.093 $ | +27,9 % | 50.541.074 $ | +4.129.240 $ | +8,9 % |
| AMERIPRISE FINANCIAL INC | 30.457.974 $ | -9.047.504 $ | -22,9 % | 39.505.478 $ | -9.717.708 $ | -19,7 % | 49.223.186 $ | -570.837 $ | -1,1 % | 49.794.023 $ | +20.405.592 $ | +69,4 % |
| MORGAN STANLEY | 47.804.412 $ | +14.171.310 $ | +42,1 % | 33.633.102 $ | +1.802.341 $ | +5,7 % | 31.830.761 $ | +2.657.163 $ | +9,1 % | 29.173.598 $ | +4.599.810 $ | +18,7 % |
| RAYMOND JAMES FINANCIAL INC | 34.039.427 $ | -9.426.376 $ | -21,7 % | 43.465.803 $ | +15.547.193 $ | +55,7 % | 27.918.610 $ | -4.111.344 $ | -12,8 % | 32.029.954 $ | +26.702.783 $ | +501,3 % |
| BANK OF AMERICA CORP /DE/ | 36.631.402 $ | +16.003.421 $ | +77,6 % | 20.627.981 $ | +4.048.437 $ | +24,4 % | 16.579.544 $ | +3.546.342 $ | +27,2 % | 13.033.202 $ | +2.946.466 $ | +29,2 % |
| FUKOKU MUTUAL LIFE INSURANCE CO | 33.941.590 $ | +1.764.580 $ | +5,5 % | 32.177.010 $ | +1.615.760 $ | +5,3 % | 30.561.250 $ | +1.286.230 $ | +4,4 % | 29.275.020 $ | +13.980.620 $ | +91,4 % |
| UBS Group AG | 32.364.791 $ | +8.194.438 $ | +33,9 % | 24.170.353 $ | +2.129.367 $ | +9,7 % | 22.040.986 $ | +2.605.430 $ | +13,4 % | 19.435.556 $ | +4.491.281 $ | +30,1 % |
| AE Wealth Management LLC | 20.529.826 $ | -6.271.536 $ | -23,4 % | 26.801.362 $ | +1.775.268 $ | +7,1 % | 25.026.094 $ | +1.382.766 $ | +5,8 % | 23.643.328 $ | +1.334.702 $ | +6,0 % |
| PARK NATIONAL CORP /OH/ | 17.440.677 $ | +1.468.742 $ | +9,2 % | 15.971.935 $ | +1.181.957 $ | +8,0 % | 14.789.978 $ | +1.887.020 $ | +14,6 % | 12.902.958 $ | +2.493.255 $ | +24,0 % |
| ROYAL BANK OF CANADA | 15.941.000 $ | +3.666.000 $ | +29,9 % | 12.275.000 $ | +4.388.000 $ | +55,6 % | 7.887.000 $ | +1.370.000 $ | +21,0 % | 6.517.000 $ | +1.450.000 $ | +28,6 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 15.563.300 $ | +2.346.555 $ | +17,8 % | 13.216.745 $ | +13.203.210 $ | +97.548,7 % | 13.535 $ | +3.596 $ | +36,2 % | 9.939 $ | +7.116 $ | +252,1 % |
| ENVESTNET ASSET MANAGEMENT INC | 13.195.309 $ | +2.434.613 $ | +22,6 % | 10.760.696 $ | +1.697.568 $ | +18,7 % | 9.063.128 $ | +3.301.840 $ | +57,3 % | 5.761.288 $ | +439.225 $ | +8,3 % |
| Cetera Investment Advisers | 12.150.753 $ | +3.113.099 $ | +34,4 % | 9.037.654 $ | +4.178.696 $ | +86,0 % | 4.858.958 $ | +2.220.942 $ | +84,2 % | 2.638.016 $ | +1.017.014 $ | +62,7 % |
| JANE STREET GROUP, LLC | 6.485.111 $ | -2.288.316 $ | -26,1 % | 8.773.427 $ | +6.501.861 $ | +286,2 % | 2.271.566 $ | -7.415.767 $ | -76,6 % | 9.687.333 $ | +9.472.171 $ | +4.402,3 % |
| CITADEL ADVISORS LLC | 9.101.710 $ | +7.777.397 $ | +587,3 % | 1.324.313 $ | +904.333 $ | +215,3 % | 419.980 $ | -2.028.915 $ | -82,9 % | |||
| PNC FINANCIAL SERVICES GROUP, INC. | 7.274.008 $ | +1.033.230 $ | +16,6 % | 6.240.778 $ | +1.373.171 $ | +28,2 % | 4.867.607 $ | +440.833 $ | +10,0 % | 4.426.774 $ | +29.397 $ | +0,7 % |
| JONES FINANCIAL COMPANIES LLLP | 7.216.903 $ | +2.406.117 $ | +50,0 % | 4.810.786 $ | +1.263.316 $ | +35,6 % | 3.547.470 $ | +1.246.308 $ | +54,2 % | 2.301.162 $ | +1.195.615 $ | +108,1 % |
| Stonebridge Financial Planning Group, LLC | 7.058.520 $ | +1.270.515 $ | +22,0 % | 5.788.005 $ | +1.740.869 $ | +43,0 % | 4.047.136 $ | +2.477.831 $ | +157,9 % | 1.569.305 $ | ||
| Gateway Wealth Partners, LLC | 6.322.978 $ | +3.904.314 $ | +161,4 % | 2.418.664 $ | +850.075 $ | +54,2 % | 1.568.589 $ | |||||
| IMG Wealth Management, Inc. | 6.149.854 $ | +229.181 $ | +3,9 % | 5.920.673 $ | +1.017.885 $ | +20,8 % | 4.902.788 $ | +1.048.675 $ | +27,2 % | 3.854.113 $ | +3.833.906 $ | +18.973,2 % |
| ForthRight Wealth Management, LLC | 5.631.051 $ | +280.180 $ | +5,2 % | 5.350.871 $ | +329.761 $ | +6,6 % | 5.021.110 $ | +163.459 $ | +3,4 % | 4.857.651 $ | +1.318.699 $ | +37,3 % |
| STIFEL FINANCIAL CORP | 4.580.582 $ | +1.557.458 $ | +51,5 % | 3.023.124 $ | -874.405 $ | -22,4 % | 3.897.529 $ | +974.243 $ | +33,3 % | 2.923.286 $ | +1.189.265 $ | +68,6 % |
| Lynx Investment Advisory | 4.256.415 $ | +106.189 $ | +2,6 % | 4.150.226 $ | -50.360 $ | -1,2 % | 4.200.586 $ | +63.930 $ | +1,5 % | 4.136.656 $ | +163.435 $ | +4,1 % |
| Owen LaRue, LLC | 4.249.510 $ | +404.170 $ | +10,5 % | 3.845.340 $ | +653.626 $ | +20,5 % | 3.191.714 $ | +390.896 $ | +14,0 % | 2.800.818 $ | ||
| OSAIC HOLDINGS, INC. | 3.962.901 $ | +1.085.667 $ | +37,7 % | 2.877.234 $ | -165.413 $ | -5,4 % | 3.042.647 $ | +477.675 $ | +18,6 % | 2.564.972 $ | +459.272 $ | +21,8 % |
| Creekside Partners | 3.903.371 $ | +378.147 $ | +10,7 % | 3.525.224 $ | +208.523 $ | +6,3 % | 3.316.701 $ | +162.201 $ | +5,1 % | 3.154.500 $ | +404.213 $ | +14,7 % |
| SMART Wealth LLC | 3.580.158 $ | -170.620 $ | -4,5 % | 3.750.778 $ | -20.105 $ | -0,5 % | 3.770.883 $ | +380.231 $ | +11,2 % | 3.390.652 $ | +750.128 $ | +28,4 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.739.710 $ | +331.425 $ | +9,7 % | 3.408.285 $ | +1.629.713 $ | +91,6 % | 1.778.572 $ | -465.117 $ | -20,7 % | 2.243.689 $ | +72.260 $ | +3,3 % |
| Steward Partners Investment Advisory, LLC | 3.623.195 $ | +201.297 $ | +5,9 % | 3.421.898 $ | +154.460 $ | +4,7 % | 3.267.438 $ | +139.169 $ | +4,4 % | 3.128.269 $ | +181.314 $ | +6,2 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.487.092 $ | +672.284 $ | +37,0 % | 1.814.808 $ | -1.590.428 $ | -46,7 % | 3.405.236 $ | +2.781.565 $ | +446,0 % | 623.671 $ | -150.366 $ | -19,4 % |
| Harvest Investment Services, LLC | 3.361.375 $ | +230.410 $ | +7,4 % | 3.130.965 $ | -17.395 $ | -0,6 % | 3.148.360 $ | +775.103 $ | +32,7 % | 2.373.257 $ | +281.468 $ | +13,5 % |
| Trueblood Wealth Management, LLC | 3.205.702 $ | +361.138 $ | +12,7 % | 2.844.564 $ | +358.720 $ | +14,4 % | 2.485.844 $ | +218.047 $ | +9,6 % | 2.267.797 $ | +477.554 $ | +26,7 % |
| Twelve Points Wealth Management LLC | 2.979.560 $ | +61.376 $ | +2,1 % | 2.918.184 $ | -213.275 $ | -6,8 % | 3.131.459 $ | +79.653 $ | +2,6 % | 3.051.806 $ | +433.743 $ | +16,6 % |
| Compass Financial Services Inc | 3.112.118 $ | |||||||||||
| Hobart Private Capital, LLC | 2.889.026 $ | |||||||||||
| Integrated Wealth Concepts LLC | 2.790.931 $ | +322.861 $ | +13,1 % | 2.468.070 $ | +277.721 $ | +12,7 % | 2.190.349 $ | +277.158 $ | +14,5 % | 1.913.191 $ | +397.966 $ | +26,3 % |
| WealthBridge Capital Management, LLC | 2.753.562 $ | +442.090 $ | +19,1 % | 2.311.472 $ | +583.888 $ | +33,8 % | 1.727.584 $ | +201.610 $ | +13,2 % | 1.525.974 $ | +210.936 $ | +16,0 % |
| Independent Advisor Alliance | 2.740.107 $ | |||||||||||
| BELLEVUE ASSET MANAGEMENT, LLC | 2.728.658 $ | |||||||||||
| Equitable Holdings, Inc. | 2.648.655 $ | +370.444 $ | +16,3 % | 2.278.211 $ | +126.963 $ | +5,9 % | 2.151.248 $ | +302.020 $ | +16,3 % | 1.849.228 $ | +321.022 $ | +21,0 % |
| B.O.S.S. Retirement Advisors, LLC | 513.093 $ | -203.411 $ | -28,4 % | 716.504 $ | -1.495.071 $ | -67,6 % | 2.211.575 $ | -361.126 $ | -14,0 % | 2.572.701 $ | -26.980 $ | -1,0 % |
| Baird Financial Group, Inc. | 2.465.730 $ | +127.342 $ | +5,4 % | 2.338.388 $ | +359.468 $ | +18,2 % | 1.978.920 $ | -546.663 $ | -21,6 % | 2.525.583 $ | +90.240 $ | +3,7 % |
| D.A. DAVIDSON & CO. | 2.130.469 $ | +372.443 $ | +21,2 % | 1.758.026 $ | +173.769 $ | +11,0 % | 1.584.257 $ | +94.150 $ | +6,3 % | 1.490.107 $ | +663.072 $ | +80,2 % |
| TRUIST FINANCIAL CORP | 2.039.666 $ | +460.601 $ | +29,2 % | 1.579.065 $ | +286.455 $ | +22,2 % | 1.292.610 $ | +517.209 $ | +66,7 % | 775.401 $ | +43.704 $ | +6,0 % |
| Concurrent Investment Advisors, LLC | 2.011.214 $ | +495.639 $ | +32,7 % | 1.515.575 $ | +455.626 $ | +43,0 % | 1.059.949 $ | +75.820 $ | +7,7 % | 984.129 $ | +247.037 $ | +33,5 % |
| Kestra Advisory Services, LLC | 1.885.388 $ | +417.922 $ | +28,5 % | 1.467.466 $ | +148.901 $ | +11,3 % | 1.318.565 $ | -173.511 $ | -11,6 % | 1.492.076 $ | +182.082 $ | +13,9 % |
| Moors & Cabot, Inc. | 1.823.183 $ | +797.568 $ | +77,8 % | 1.025.615 $ | +84.076 $ | +8,9 % | 941.539 $ | +186.633 $ | +24,7 % | 754.906 $ | ||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 1.797.440 $ | +1.427.226 $ | +385,5 % | 370.214 $ | +20.009 $ | +5,7 % | 350.205 $ | +3.963 $ | +1,1 % | 346.242 $ | +47.435 $ | +15,9 % |
| &PARTNERS | 1.738.687 $ | +476.057 $ | +37,7 % | 1.262.630 $ | +167.942 $ | +15,3 % | 1.094.688 $ | +304.024 $ | +38,5 % | 790.664 $ | ||
| Mission Creek Capital Partners, Inc. | 1.538.603 $ | -173.334 $ | -10,1 % | 1.711.937 $ | +33.050 $ | +2,0 % | 1.678.887 $ | +41.165 $ | +2,5 % | 1.637.722 $ | +211.432 $ | +14,8 % |
| Savvy Advisors, Inc. | 1.540.763 $ | +264.295 $ | +20,7 % | 1.276.468 $ | ||||||||
| RiverTree Advisors, LLC | 1.497.019 $ | |||||||||||
| Split Rock Private Trading & Wealth Management, LLC | 1.463.738 $ | |||||||||||
| SEI INVESTMENTS CO | 1.445.660 $ | +392.970 $ | +37,3 % | 1.052.690 $ | +30.690 $ | +3,0 % | 1.022.000 $ | +163.660 $ | +19,1 % | 858.340 $ | ||
| Sigma Planning Corp | 1.436.937 $ | +30.578 $ | +2,2 % | 1.406.359 $ | +581.478 $ | +70,5 % | 824.881 $ | -523.106 $ | -38,8 % | 1.347.987 $ | +141.290 $ | +11,7 % |
| Elevated Capital Advisors, LLC | 1.298.153 $ | -95.878 $ | -6,9 % | 1.394.031 $ | -10.962 $ | -0,8 % | 1.404.993 $ | +131.243 $ | +10,3 % | 1.273.750 $ | +0 $ | +0,0 % |
| TCFG WEALTH MANAGEMENT, LLC | 1.373.433 $ | +71.403 $ | +5,5 % | 1.302.030 $ | +90.710 $ | +7,5 % | 1.211.320 $ | +43.848 $ | +3,8 % | 1.167.472 $ | +131.594 $ | +12,7 % |
| GTS SECURITIES LLC | 1.301.658 $ | +813.511 $ | +166,7 % | 488.147 $ | ||||||||
| COTTONWOOD CAPITAL ADVISORS, LLC | 1.280.097 $ | +48.496 $ | +3,9 % | 1.231.601 $ | +158.553 $ | +14,8 % | 1.073.048 $ | +124.154 $ | +13,1 % | 948.894 $ | +106.125 $ | +12,6 % |
| Creative Planning | 1.273.577 $ | +65.203 $ | +5,4 % | 1.208.374 $ | +71.988 $ | +6,3 % | 1.136.386 $ | +741.330 $ | +187,7 % | 395.056 $ | -286.325 $ | -42,0 % |
| L.M. KOHN & COMPANY | 1.214.131 $ | +120.764 $ | +11,0 % | |||||||||
| BENJAMIN EDWARDS INC | 1.209.238 $ | +100.944 $ | +9,1 % | 1.108.294 $ | +108.275 $ | +10,8 % | 1.000.019 $ | +417.576 $ | +71,7 % | 582.443 $ | +117.392 $ | +25,2 % |
| CacheTech Inc. | 1.139.211 $ | |||||||||||
| MERCER GLOBAL ADVISORS INC /ADV | 1.088.335 $ | |||||||||||
| Key Capital Management, INC | 935.581 $ | -142.001 $ | -13,2 % | 1.077.582 $ | ||||||||
| Collier Financial | 1.063.491 $ | +169.518 $ | +19,0 % | 893.973 $ | +84.163 $ | +10,4 % | 809.810 $ | +223.669 $ | +38,2 % | |||
| Waverly Advisors, LLC | 1.033.789 $ | +116.799 $ | +12,7 % | 916.990 $ | +39.430 $ | +4,5 % | 877.560 $ | +63.983 $ | +7,9 % | 813.577 $ | +143.579 $ | +21,4 % |
| Triumph Capital Management | 1.031.914 $ | +208.449 $ | +25,3 % | 823.465 $ | +73.694 $ | +9,8 % | 749.771 $ | +26.984 $ | +3,7 % | 722.787 $ | +85.238 $ | +13,4 % |
| Western Wealth Management, LLC | 1.014.361 $ | +29.020 $ | +2,9 % | 985.341 $ | +245.550 $ | +33,2 % | 739.791 $ | +85.066 $ | +13,0 % | 654.725 $ | +246.326 $ | +60,3 % |
| Clearstead Advisors, LLC | 959.880 $ | |||||||||||
| Legacy Wealth Managment, LLC/ID | 933.570 $ | |||||||||||
| Intellectus Partners, LLC | 862.177 $ | -27.324 $ | -3,1 % | 889.501 $ | +47.548 $ | +5,6 % | 841.953 $ | +37.512 $ | +4,7 % | 804.441 $ | +116.498 $ | +16,9 % |
| Sanctuary Advisors, LLC | 864.217 $ | +93.933 $ | +12,2 % | 770.284 $ | ||||||||
| MML INVESTORS SERVICES, LLC | 256.683 $ | -558.349 $ | -68,5 % | 815.032 $ | -47.963 $ | -5,6 % | 862.995 $ | +862.640 $ | +242.997,2 % | 355 $ | ||
| OPPENHEIMER & CO INC | 856.650 $ | +154.961 $ | +22,1 % | 701.689 $ | +355.826 $ | +102,9 % | 345.863 $ | +14.557 $ | +4,4 % | 331.306 $ | +40.180 $ | +13,8 % |
| Envestnet Portfolio Solutions, Inc. | 676.457 $ | -174.669 $ | -20,5 % | 851.126 $ | +237.658 $ | +38,7 % | 613.468 $ | +403.654 $ | +192,4 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 791.160 $ | +118.192 $ | +17,6 % | 672.968 $ | +18.550 $ | +2,8 % | 654.418 $ | +142.129 $ | +27,7 % | 512.289 $ | +40.297 $ | +8,5 % |
| Visionary Wealth Advisors | 769.003 $ | |||||||||||
| LifeWealth Investments, LLC | 580.434 $ | -181.241 $ | -23,8 % | 761.675 $ | -1.805 $ | -0,2 % | 763.480 $ | +2.235 $ | +0,3 % | 761.245 $ | +162.277 $ | +27,1 % |
| Stratos Wealth Partners, LTD. | 712.889 $ | -50.341 $ | -6,6 % | 763.230 $ | +154.544 $ | +25,4 % | 608.686 $ | +168.414 $ | +38,3 % | 440.272 $ | +83.918 $ | +23,5 % |
| HighTower Advisors, LLC | 760.317 $ | +84.881 $ | +12,6 % | 675.436 $ | +22.439 $ | +3,4 % | 652.997 $ | +17.864 $ | +2,8 % | 635.133 $ | +12.838 $ | +2,1 % |
| Gladstone Institutional Advisory LLC | 756.941 $ | +72.647 $ | +10,6 % | 684.294 $ | +68.461 $ | +11,1 % | 615.833 $ | +22.595 $ | +3,8 % | 593.238 $ | +281.473 $ | +90,3 % |
| DDFG, Inc | 756.759 $ | +38.971 $ | +5,4 % | 717.788 $ | +33.301 $ | +4,9 % | 684.487 $ | +29.767 $ | +4,5 % | 654.720 $ | +72.243 $ | +12,4 % |
| Simplicity Wealth,LLC | 646.825 $ | +108.274 $ | +20,1 % | 538.551 $ | +22.821 $ | +4,4 % | 515.730 $ | -213.438 $ | -29,3 % | 729.168 $ | +330.322 $ | +82,8 % |
| Mariner, LLC | 726.248 $ | +65.454 $ | +9,9 % | 660.794 $ | +116.298 $ | +21,4 % | 544.496 $ | +176.066 $ | +47,8 % | 368.430 $ | +30.453 $ | +9,0 % |
| Proactive Wealth Strategies LLC | 701.496 $ | +369.007 $ | +111,0 % | 332.489 $ | +17.549 $ | +5,6 % | 314.940 $ | +314.638 $ | +104.184,8 % | 302 $ | +37 $ | +14,0 % |
| CIBC Private Wealth Group LLC | 688.813 $ | +180.694 $ | +35,6 % | 508.119 $ | +29.100 $ | +6,1 % | 479.019 $ | |||||
| CIBC Bancorp USA Inc. | 686.776 $ | |||||||||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 647.337 $ | +34.193 $ | +5,6 % | 613.144 $ | +198.321 $ | +47,8 % | 414.823 $ | +18.192 $ | +4,6 % | 396.631 $ | +143.668 $ | +56,8 % |
| NewEdge Advisors, LLC | 641.976 $ | +257.480 $ | +67,0 % | 384.496 $ | +22.046 $ | +6,1 % | 362.450 $ | +141.856 $ | +64,3 % | 220.594 $ | +203.107 $ | +1.161,5 % |
| STEPHENS INC /AR/ | 641.538 $ | +315.681 $ | +96,9 % | 325.857 $ | +16.363 $ | +5,3 % | 309.494 $ | +13.026 $ | +4,4 % | 296.468 $ | +35.955 $ | +13,8 % |
| FIFTH THIRD BANCORP | 634.788 $ | |||||||||||
| Capital Investment Advisory Services, LLC | 608.745 $ | -10.882 $ | -1,8 % | 619.627 $ | +5.239 $ | +0,9 % | 614.388 $ | -9.255 $ | -1,5 % | 623.643 $ | +33.284 $ | +5,6 % |
| Compound Planning, Inc. | 622.689 $ | |||||||||||
| Pinnacle Financial Partners, Inc. | 454.176 $ | -150.637 $ | -24,9 % | 604.813 $ | ||||||||
| Advisors Capital Management, LLC | 598.400 $ | +31.110 $ | +5,5 % | 567.290 $ | +28.487 $ | +5,3 % | 538.803 $ | +22.676 $ | +4,4 % | 516.127 $ | +62.595 $ | +13,8 % |
| COMERICA BANK | 596.856 $ | +54.934 $ | +10,1 % | 541.922 $ | +5.589 $ | +1,0 % | 536.333 $ | +64.174 $ | +13,6 % | |||
| HARBOUR INVESTMENTS, INC. | 593.196 $ | +43.515 $ | +7,9 % | 549.681 $ | +1.708 $ | +0,3 % | 547.973 $ | +222.461 $ | +68,3 % | 325.512 $ | +39.565 $ | +13,8 % |
| Quest 10 Wealth Builders, Inc. | 408.129 $ | -108.610 $ | -21,0 % | 516.739 $ | -2.515 $ | -0,5 % | 519.254 $ | -54.377 $ | -9,5 % | 573.631 $ | +9.940 $ | +1,8 % |
| Rockport Wealth LLC | 552.198 $ | -21.207 $ | -3,7 % | 573.405 $ | +71.085 $ | +14,2 % | 502.320 $ | +13.099 $ | +2,7 % | 489.221 $ | -34.806 $ | -6,6 % |
| HOWE & RUSLING INC | 573.212 $ | +132.726 $ | +30,1 % | 440.486 $ | +37.573 $ | +9,3 % | 402.913 $ | +93.467 $ | +30,2 % | 309.446 $ | +45.336 $ | +17,2 % |
| Farther Finance Advisors, LLC | 542.801 $ | -229 $ | -0,0 % | 543.030 $ | +76.216 $ | +16,3 % | 466.814 $ | -1.394 $ | -0,3 % | 468.208 $ | +79.564 $ | +20,5 % |
| SYNOVUS FINANCIAL CORP | 540.767 $ | |||||||||||
| Rockefeller Capital Management L.P. | 529.727 $ | +25.947 $ | +5,2 % | 503.780 $ | +74.498 $ | +17,4 % | 429.282 $ | +43.943 $ | +11,4 % | 385.339 $ | +124.749 $ | +47,9 % |
| Cyndeo Wealth Partners, LLC | 521.617 $ | |||||||||||
| Orion Porfolio Solutions, LLC | 519.501 $ | +33.395 $ | +6,9 % | 486.106 $ | +6.757 $ | +1,4 % | 479.349 $ | |||||
| HighPoint Advisor Group LLC | 505.376 $ | +61.182 $ | +13,8 % | 444.194 $ | ||||||||
| PRIVATE TRUST CO NA | 498.451 $ | +25.518 $ | +5,4 % | 472.933 $ | +26.589 $ | +6,0 % | 446.344 $ | +18.785 $ | +4,4 % | 427.559 $ | +51.854 $ | +13,8 % |
| Sunbelt Securities, Inc. | 498.335 $ | +225.905 $ | +82,9 % | 272.430 $ | +121.492 $ | +80,5 % | 150.938 $ | |||||
| INTEGRITY ALLIANCE, LLC. | 498.108 $ | |||||||||||
| Synergy Asset Management, LLC | 476.523 $ | +93.940 $ | +24,6 % | 382.583 $ | ||||||||
| GPS Wealth Strategies Group, LLC | 225.239 $ | -243.172 $ | -51,9 % | 468.411 $ | +20.019 $ | +4,5 % | 448.392 $ | +54.577 $ | +13,9 % | |||
| Coppell Advisory Solutions LLC | 424.229 $ | -32.630 $ | -7,1 % | 456.859 $ | ||||||||
| IFP Advisors, Inc | 453.406 $ | +40.523 $ | +9,8 % | 412.883 $ | +171.872 $ | +71,3 % | 241.011 $ | +10.143 $ | +4,4 % | 230.868 $ | +28.000 $ | +13,8 % |
| J.W. COLE ADVISORS, INC. | 407.768 $ | +110.516 $ | +37,2 % | 297.252 $ | +4.835 $ | +1,7 % | 292.417 $ | +23.323 $ | +8,7 % | 269.094 $ | +63.176 $ | +30,7 % |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 398.327 $ | |||||||||||
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 398.199 $ | |||||||||||
| BlueChip Wealth Advisors LLC | 392.196 $ | +20.390 $ | +5,5 % | 371.806 $ | +18.670 $ | +5,3 % | 353.136 $ | -22.345 $ | -6,0 % | 375.481 $ | +45.538 $ | +13,8 % |
| Apollon Wealth Management, LLC | 387.880 $ | |||||||||||
| NBC SECURITIES, INC. | 373.734 $ | +78.847 $ | +26,7 % | 294.887 $ | +294.520 $ | +80.250,7 % | 367 $ | +41 $ | +12,6 % | |||
| RETIREMENT GUYS FORMULA LLC | 314.031 $ | -52.051 $ | -14,2 % | 366.082 $ | +23.630 $ | +6,9 % | 342.452 $ | +18.088 $ | +5,6 % | 324.364 $ | +25.412 $ | +8,5 % |
| RFG Advisory, LLC | 361.884 $ | +99.674 $ | +38,0 % | 262.210 $ | -11.162 $ | -4,1 % | 273.372 $ | |||||
| IFG Advisory, LLC | 353.423 $ | +96.998 $ | +37,8 % | 256.425 $ | ||||||||
| SMITH, MOORE & CO. | 343.864 $ | |||||||||||
| ORG Partners LLC | 339.962 $ | +17.071 $ | +5,3 % | 322.891 $ | +59.605 $ | +22,6 % | 263.286 $ | +32.804 $ | +14,2 % | |||
| Snowden Capital Advisors LLC | 252.726 $ | -86.056 $ | -25,4 % | 338.782 $ | +77.099 $ | +29,5 % | 261.683 $ | +11.014 $ | +4,4 % | 250.669 $ | +30.401 $ | +13,8 % |
| Atria Investments, Inc | 337.660 $ | +11.682 $ | +3,6 % | 325.978 $ | +6.824 $ | +2,1 % | 319.154 $ | |||||
| Main Street Financial Solutions, LLC | 331.881 $ | -4.538 $ | -1,3 % | 336.419 $ | -580 $ | -0,2 % | 336.999 $ | +44.365 $ | +15,2 % | |||
| Lion Street Advisors, LLC | 330.975 $ | |||||||||||
| Centennial Advisors, LLC | 213.473 $ | -113.742 $ | -34,8 % | 327.215 $ | ||||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 312.568 $ | +61.136 $ | +24,3 % | 251.432 $ | ||||||||
| NOVEM GROUP | 308.891 $ | +40.093 $ | +14,9 % | 268.798 $ | +56.393 $ | +26,5 % | 212.405 $ | +5.855 $ | +2,8 % | 206.550 $ | ||
| Kingdom Financial Group LLC. | 216.725 $ | -90.928 $ | -29,6 % | 307.653 $ | ||||||||
| Holistic Financial Partners | 305.794 $ | +15.898 $ | +5,5 % | 289.896 $ | +14.557 $ | +5,3 % | 275.339 $ | +11.588 $ | +4,4 % | 263.751 $ | +31.987 $ | +13,8 % |
| Worth Financial Advisory Group, LLC | 304.849 $ | +15.308 $ | +5,3 % | 289.541 $ | -15.354 $ | -5,0 % | 304.895 $ | +36.977 $ | +13,8 % | |||
| Financial Advocates Investment Management | 301.563 $ | |||||||||||
| Archer Investment Corp | 295.800 $ | +15.379 $ | +5,5 % | 280.421 $ | +58.730 $ | +26,5 % | 221.691 $ | +9.330 $ | +4,4 % | 212.361 $ | +25.755 $ | +13,8 % |
| WESTBOURNE INVESTMENTS, INC. | 207.545 $ | -19.480 $ | -8,6 % | 227.025 $ | -60.372 $ | -21,0 % | 287.397 $ | |||||
| Park Square Financial Group, LLC | 285.646 $ | +14.398 $ | +5,3 % | |||||||||
| Cerity Partners LLC | 280.399 $ | +5.743 $ | +2,1 % | 274.656 $ | +21.718 $ | +8,6 % | ||||||
| FLP Wealth Management, LLC | 277.403 $ | +19.978 $ | +7,8 % | 257.425 $ | +451 $ | +0,2 % | 256.974 $ | +56.271 $ | +28,0 % | |||
| U.S. Capital Wealth Advisors, LLC | 256.500 $ | +25.867 $ | +11,2 % | 230.633 $ | +11.581 $ | +5,3 % | 219.052 $ | -32.091 $ | -12,8 % | 251.143 $ | +30.458 $ | +13,8 % |
| IFS Group,LLC | 253.876 $ | +23.207 $ | +10,1 % | 230.669 $ | ||||||||
| Slagle Financial, LLC | 233.227 $ | -9.980 $ | -4,1 % | 243.207 $ | -9.076 $ | -3,6 % | 252.283 $ | +3.234 $ | +1,3 % | |||
| Private Advisor Group, LLC | 207.795 $ | -41.601 $ | -16,7 % | 249.396 $ | -4.368 $ | -1,7 % | ||||||
| Advisory Services Network, LLC | 242.764 $ | +235.663 $ | +3.318,7 % | 7.101 $ | ||||||||
| Wealthspire Advisors, LLC | 238.518 $ | +12.401 $ | +5,5 % | 226.117 $ | +11.354 $ | +5,3 % | 214.763 $ | +9.039 $ | +4,4 % | 205.724 $ | ||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 236.636 $ | +17.103 $ | +7,8 % | 219.533 $ | ||||||||
| FMR LLC | 235.345 $ | +14.341 $ | +6,5 % | 221.004 $ | +25.414 $ | +13,0 % | 195.590 $ | +125.552 $ | +179,3 % | 70.038 $ | +13.458 $ | +23,8 % |
| Claro Advisors Inc. | 229.215 $ | +11.993 $ | +5,5 % | 217.222 $ | +4.960 $ | +2,3 % | 212.262 $ | +8.934 $ | +4,4 % | 203.328 $ | ||
| FSB PREMIER WEALTH MANAGEMENT, INC. | 226.054 $ | |||||||||||
| PFG Investments, LLC | 221.435 $ | +11.513 $ | +5,5 % | 209.922 $ | ||||||||
| FSA Advisors, Inc. | 220.818 $ | |||||||||||
| Lloyd Advisory Services, LLC. | 216.725 $ | +187.444 $ | +640,2 % | 29.281 $ | ||||||||
| PRINCIPAL SECURITIES, INC. | 214.620 $ | +161.461 $ | +303,7 % | 53.159 $ | -20.817 $ | -28,1 % | 73.976 $ | +8.817 $ | +13,5 % | |||
| INDEPENDENT FINANCIAL GROUP, LLC | 212.388 $ | |||||||||||
| Centerpoint Advisory Group | 208.067 $ | |||||||||||
| Keystone Financial Group | 205.938 $ | |||||||||||
| Summit Financial, LLC | 205.876 $ | |||||||||||
| RDA Financial Network | 205.054 $ | |||||||||||
| Geneos Wealth Management Inc. | 192.155 $ | +172.210 $ | +863,4 % | 19.945 $ | -2.696 $ | -11,9 % | 22.641 $ | +13.002 $ | +134,9 % | 9.639 $ | +1.169 $ | +13,8 % |
| Financial Gravity Asset Management, Inc. | 3.959 $ | -10.480 $ | -72,6 % | 14.439 $ | -144.319 $ | -90,9 % | 158.758 $ | |||||
| Atlantic Union Bankshares Corp | 157.851 $ | +8.626 $ | +5,8 % | 149.225 $ | +9.848 $ | +7,1 % | 139.377 $ | +34.682 $ | +33,1 % | 104.695 $ | ||
| Root Financial Partners, LLC | 142.057 $ | +7.386 $ | +5,5 % | 134.671 $ | +1.213 $ | +0,9 % | 133.458 $ | |||||
| Raleigh Capital Management Inc. | 126.020 $ | +34.252 $ | +37,3 % | 91.768 $ | +80.987 $ | +751,2 % | 10.781 $ | |||||
| Transce3nd, LLC | 112.611 $ | +5.768 $ | +5,4 % | |||||||||
| CWM, LLC | 104.858 $ | +104.759 $ | +105.817,2 % | 99 $ | +69 $ | +230,0 % | 30 $ | +0 $ | +0,0 % | 30 $ | +4 $ | +15,4 % |
| Rossmore Private Capital | 102.176 $ | |||||||||||
| Global Trust Asset Management, LLC | 87.169 $ | +4.532 $ | +5,5 % | 82.637 $ | -3.038 $ | -3,5 % | 85.675 $ | +3.606 $ | +4,4 % | 82.069 $ | +9.953 $ | +13,8 % |
| TD Capital Management LLC | 76.797 $ | +4.251 $ | +5,9 % | 72.546 $ | +5.064 $ | +7,5 % | 67.482 $ | |||||
| Federation des caisses Desjardins du Quebec | 72.162 $ | +3.752 $ | +5,5 % | 68.410 $ | +3.435 $ | +5,3 % | 64.975 $ | +2.735 $ | +4,4 % | 62.240 $ | +7.548 $ | +13,8 % |
| Turning Point Benefit Group, Inc. | 70.710 $ | +16.798 $ | +31,2 % | 53.912 $ | ||||||||
| WHITTIER TRUST CO OF NEVADA INC | 64.380 $ | +2.780 $ | +4,5 % | 61.600 $ | +3.540 $ | +6,1 % | 58.060 $ | +2.980 $ | +5,4 % | 55.080 $ | +6.680 $ | +13,8 % |
| Pinnacle Bancorp, Inc. | 63.860 $ | +3.320 $ | +5,5 % | 60.540 $ | +165 $ | +0,3 % | 60.375 $ | +2.541 $ | +4,4 % | 57.834 $ | +7.014 $ | +13,8 % |
| Larson Financial Group LLC | 57.666 $ | |||||||||||
| Crews Bank & Trust | 53.323 $ | +2.772 $ | +5,5 % | 50.551 $ | +2.538 $ | +5,3 % | 48.013 $ | +2.021 $ | +4,4 % | 45.992 $ | +5.578 $ | +13,8 % |
| Ameritas Investment Partners, Inc. | 39.434 $ | -13.084 $ | -24,9 % | 52.518 $ | +912 $ | +1,8 % | 51.606 $ | -995 $ | -1,9 % | 52.601 $ | +3.959 $ | +8,1 % |
| SBI Securities Co., Ltd. | 51.056 $ | +4.682 $ | +10,1 % | 46.374 $ | +7.130 $ | +18,2 % | 39.244 $ | +137 $ | +0,4 % | 39.107 $ | +11.979 $ | +44,2 % |
| ROTHSCHILD INVESTMENT LLC | 47.608 $ | +2.475 $ | +5,5 % | 45.133 $ | +2.267 $ | +5,3 % | 42.866 $ | +1.804 $ | +4,4 % | 41.062 $ | +4.980 $ | +13,8 % |
| Global Retirement Partners, LLC | 41.877 $ | +2.406 $ | +6,1 % | 39.471 $ | -673 $ | -1,7 % | 40.144 $ | |||||
| Hilton Head Capital Partners, LLC | 39.912 $ | +2.074 $ | +5,5 % | 37.838 $ | ||||||||
| Pineridge Advisors LLC | 28.294 $ | -6.687 $ | -19,1 % | 34.981 $ | +2.054 $ | +6,2 % | ||||||
| BARCLAYS PLC | 31.930 $ | |||||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 23.181 $ | +18.398 $ | +384,7 % | 4.783 $ | ||||||||
| Sound Income Strategies, LLC | 22.848 $ | +1.044 $ | +4,8 % | 21.804 $ | ||||||||
| Networth Advisors, LLC | 17.785 $ | -4.918 $ | -21,7 % | 22.703 $ | ||||||||
| CITIGROUP INC | 22.351 $ | +1.162 $ | +5,5 % | 21.189 $ | +1.064 $ | +5,3 % | 20.125 $ | +847 $ | +4,4 % | 19.278 $ | +2.338 $ | +13,8 % |
| Tidemark, LLC | 20.595 $ | +1.071 $ | +5,5 % | 19.524 $ | +980 $ | +5,3 % | 18.544 $ | +781 $ | +4,4 % | 17.763 $ | +944 $ | +5,6 % |
| Aptus Capital Advisors, LLC | 19.669 $ | +1.023 $ | +5,5 % | 18.646 $ | +936 $ | +5,3 % | 17.710 $ | +745 $ | +4,4 % | 16.965 $ | +2.058 $ | +13,8 % |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 19.669 $ | +2.704 $ | +15,9 % | 16.965 $ | +2.058 $ | +13,8 % | ||||||
| Qube Research & Technologies Ltd | 18.392 $ | |||||||||||
| Ameritas Advisory Services, LLC | 17.169 $ | +983 $ | +6,1 % | 16.186 $ | ||||||||
| Janney Montgomery Scott LLC | 16.651 $ | +901 $ | +5,7 % | 15.750 $ | +1.865 $ | +13,4 % | 13.885 $ | +1.552 $ | +12,6 % | 12.333 $ | +7.698 $ | +166,1 % |
| Vermillion Wealth Management, Inc. | 14.145 $ | +735 $ | +5,5 % | 13.410 $ | +674 $ | +5,3 % | 12.736 $ | +536 $ | +4,4 % | 12.200 $ | +1.479 $ | +13,8 % |
| MAI Capital Management | 11.847 $ | +616 $ | +5,5 % | 11.231 $ | +564 $ | +5,3 % | 10.667 $ | +449 $ | +4,4 % | 10.218 $ | +1.239 $ | +13,8 % |
| Mid-American Wealth Advisory Group, Inc. | 10.713 $ | |||||||||||
| Luminist Capital LLC | 8.997 $ | +428 $ | +5,0 % | 8.569 $ | +315 $ | +3,8 % | 8.254 $ | +1.029 $ | +14,2 % | |||
| AdvisorNet Financial, Inc | 8.637 $ | +467 $ | +5,7 % | 8.170 $ | +507 $ | +6,6 % | 7.663 $ | +392 $ | +5,4 % | 7.271 $ | +3.472 $ | +91,4 % |
| FAS Wealth Partners, Inc. | 8.178 $ | +411 $ | +5,3 % | 7.767 $ | +327 $ | +4,4 % | 7.440 $ | +902 $ | +13,8 % | |||
| NATIONAL BANK OF CANADA /FI/ | 6.637 $ | +339 $ | +5,4 % | 6.298 $ | +324 $ | +5,4 % | 5.974 $ | +246 $ | +4,3 % | 5.728 $ | +701 $ | +13,9 % |
| BANK OF MONTREAL /CAN/ | 6.386 $ | +332 $ | +5,5 % | 6.054 $ | +304 $ | +5,3 % | 5.750 $ | +242 $ | +4,4 % | 5.508 $ | +668 $ | +13,8 % |
| Wealth Watch Advisors, INC | 6.080 $ | +3.924 $ | +182,0 % | 2.156 $ | ||||||||
| JPMORGAN CHASE & CO | 5.933 $ | -64.979 $ | -91,6 % | |||||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5.907 $ | +307 $ | +5,5 % | 5.600 $ | +281 $ | +5,3 % | 5.319 $ | |||||
| 1620 INVESTMENT ADVISORS, INC. | 5.750 $ | +242 $ | +4,4 % | 5.508 $ | +668 $ | +13,8 % | ||||||
| First Command Advisory Services, Inc. | 4.885 $ | |||||||||||
| Guerra Advisors Inc | 3.910 $ | |||||||||||
| Cambridge Investment Research Advisors, Inc. | 3.677 $ | +583 $ | +18,8 % | 3.094 $ | +328 $ | +11,9 % | 2.766 $ | +211 $ | +8,3 % | 2.555 $ | +577 $ | +29,2 % |
| PFS Partners, LLC | 3.581 $ | +435 $ | +13,8 % | |||||||||
| Golden State Wealth Management, LLC | 3.242 $ | +227 $ | +7,5 % | 3.015 $ | +173 $ | +6,1 % | 2.842 $ | +147 $ | +5,5 % | |||
| EverSource Wealth Advisors, LLC | 3.193 $ | +166 $ | +5,5 % | 3.027 $ | +152 $ | +5,3 % | 2.875 $ | +121 $ | +4,4 % | 2.754 $ | +334 $ | +13,8 % |
| New Millennium Group LLC | 2.119 $ | +106 $ | +5,3 % | 2.013 $ | +85 $ | +4,4 % | 1.928 $ | +234 $ | +13,8 % | |||
| Activest Wealth Management | 1.916 $ | |||||||||||
| Darwin Wealth Management, LLC | 1.660 $ | +86 $ | +5,5 % | 1.574 $ | ||||||||
| Sterling Capital Management LLC | 1.086 $ | -246 $ | -18,5 % | 1.332 $ | +67 $ | +5,3 % | 1.265 $ | -84 $ | -6,2 % | 1.349 $ | -55 $ | -3,9 % |
| WealthShield Partners, LLC | 1.341 $ | |||||||||||
| Signature Equity Partners, LLC | 1.213 $ | +63 $ | +5,5 % | 1.150 $ | ||||||||
| Transamerica Financial Advisors, LLC | 733 $ | +37 $ | +5,3 % | 696 $ | +35 $ | +5,3 % | 661 $ | +28 $ | +4,4 % | 633 $ | +632 $ | +63.200,0 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 514 $ | |||||||||||
| Matrix Trust Co | 0 $ | -358 $ | -100,0 % | 358 $ | -23 $ | -6,0 % | 381 $ | +49 $ | +14,8 % | |||
| CX Institutional | 161 $ | -29 $ | -15,3 % | 190 $ | +9 $ | +5,0 % | 181 $ | |||||
| ASSETMARK, INC | 128 $ | +7 $ | +5,8 % | 121 $ | +6 $ | +5,2 % | 115 $ | +5 $ | +4,5 % | 110 $ | +13 $ | +13,4 % |
| 774.428.531 $ | +147.724.990 $ | +731,5 % | 609.270.419 $ | +91.157.624 $ | +1.197,8 % | 511.800.988 $ | +53.596.644 $ | +2.533,1 % | 454.014.469 $ | +134.679.427 $ | +706,0 % | |