| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 1.293.072.159 $ | +114.023.086 $ | +6.942,8 % | 1.179.797.266 $ | +282.068.253 $ | +781,0 % | 873.855.610 $ | +177.225.366 $ | +800,3 % | 634.985.799 $ | +39.118.022 $ | +73,9 % | |
| MORGAN STANLEY | 145.481.823 $ | +31.625.359 $ | +27,8 % | 113.856.464 $ | +27.882.999 $ | +32,4 % | 85.973.465 $ | +16.578.429 $ | +23,9 % | 69.395.036 $ | +30.290.095 $ | +77,5 % |
| WELLS FARGO & COMPANY/MN | 117.155.713 $ | +20.304.125 $ | +21,0 % | 96.851.588 $ | +27.250.573 $ | +39,2 % | 69.601.015 $ | +23.212.274 $ | +50,0 % | 46.388.741 $ | +4.157.212 $ | +9,8 % |
| LPL Financial LLC | 106.351.520 $ | +28.076.900 $ | +35,9 % | 78.274.620 $ | +33.148.111 $ | +73,5 % | 45.126.509 $ | +11.521.480 $ | +34,3 % | 33.605.029 $ | +4.324.152 $ | +14,8 % |
| BANK OF AMERICA CORP /DE/ | 85.876.187 $ | +9.631.956 $ | +12,6 % | 76.244.231 $ | +13.527.646 $ | +21,6 % | 62.716.585 $ | +14.329.824 $ | +29,6 % | 48.386.761 $ | +672.276 $ | +1,4 % |
| AMERIPRISE FINANCIAL INC | 59.443.993 $ | +32.162.723 $ | +117,9 % | 27.281.270 $ | +6.054.200 $ | +28,5 % | 21.227.070 $ | +19.554.488 $ | +1.169,1 % | 1.672.582 $ | +1.396.940 $ | +506,8 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 45.161.743 $ | -2.555.549 $ | -5,4 % | 47.717.292 $ | +12.839.605 $ | +36,8 % | 34.877.687 $ | +5.295.212 $ | +17,9 % | 29.582.475 $ | -11.395.039 $ | -27,8 % |
| Focus Partners Wealth | 45.305.254 $ | +242.990 $ | +0,5 % | 45.062.264 $ | +10.908.468 $ | +31,9 % | 34.153.796 $ | +10.275.537 $ | +43,0 % | 23.878.259 $ | +4.902.308 $ | +25,8 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21.108.019 $ | -24.145.371 $ | -53,4 % | 45.253.390 $ | +11.322.229 $ | +33,4 % | 33.931.161 $ | +6.888.659 $ | +25,5 % | 27.042.502 $ | +2.247.708 $ | +9,1 % |
| Wealthfront Advisers LLC | 40.677.327 $ | +9.307.290 $ | +29,7 % | 31.370.037 $ | +8.938.161 $ | +39,8 % | 22.431.876 $ | +3.358.749 $ | +17,6 % | 19.073.127 $ | +8.997.383 $ | +89,3 % |
| CULLEN/FROST BANKERS, INC. | 39.084.827 $ | +996.193 $ | +2,6 % | 38.088.634 $ | +5.889.251 $ | +18,3 % | 32.199.383 $ | +2.502.659 $ | +8,4 % | 29.696.724 $ | -125.655 $ | -0,4 % |
| Rockefeller Capital Management L.P. | 36.632.319 $ | +389.974 $ | +1,1 % | 36.242.345 $ | +13.031.199 $ | +56,1 % | 23.211.146 $ | +5.404.026 $ | +30,3 % | 17.807.120 $ | +691.445 $ | +4,0 % |
| Sequoia Financial Advisors, LLC | 35.764.657 $ | +1.554.667 $ | +4,5 % | 34.209.990 $ | +5.963.704 $ | +21,1 % | 28.246.286 $ | |||||
| CAPE COD FIVE CENTS SAVINGS BANK | 31.182.165 $ | +0 $ | +0,0 % | 31.182.165 $ | +0 $ | +0,0 % | 31.182.165 $ | +0 $ | +0,0 % | |||
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 28.081.242 $ | -802.474 $ | -2,8 % | 28.883.716 $ | +3.857.749 $ | +15,4 % | 25.025.967 $ | +4.075.520 $ | +19,5 % | 20.950.447 $ | +1.691.267 $ | +8,8 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 13.880.410 $ | -6.077.250 $ | -30,5 % | 19.957.660 $ | +19.941.594 $ | +124.123,0 % | 16.066 $ | +4.816 $ | +42,8 % | 11.250 $ | +1.110 $ | +10,9 % |
| Paul R. Ried Financial Group, LLC | 18.107.610 $ | -668.810 $ | -3,6 % | 18.776.420 $ | +1.671.041 $ | +9,8 % | 17.105.379 $ | +2.478.057 $ | +16,9 % | 14.627.322 $ | +292.792 $ | +2,0 % |
| Argos Wealth Advisors, LLC | 18.401.570 $ | +1.241.577 $ | +7,2 % | 17.159.993 $ | ||||||||
| Larson Financial Group LLC | 18.152.151 $ | +98.077 $ | +0,5 % | 18.054.074 $ | +2.703.517 $ | +17,6 % | 15.350.557 $ | -217.932 $ | -1,4 % | 15.568.489 $ | +482.820 $ | +3,2 % |
| UBS Group AG | 17.944.663 $ | +8.548.949 $ | +91,0 % | 9.395.714 $ | +2.133.948 $ | +29,4 % | 7.261.766 $ | +1.324.908 $ | +22,3 % | 5.936.858 $ | +468.434 $ | +8,6 % |
| STIFEL FINANCIAL CORP | 14.267.550 $ | -2.642.034 $ | -15,6 % | 16.909.584 $ | +5.627.200 $ | +49,9 % | 11.282.384 $ | +2.205.091 $ | +24,3 % | 9.077.293 $ | +602.456 $ | +7,1 % |
| RAYMOND JAMES FINANCIAL INC | 15.205.852 $ | -462.488 $ | -3,0 % | 15.668.340 $ | +7.980.044 $ | +103,8 % | 7.688.296 $ | +3.026.701 $ | +64,9 % | 4.661.595 $ | +339.239 $ | +7,8 % |
| Peak Financial Management, Inc. | 13.529.363 $ | -1.354.432 $ | -9,1 % | 14.883.795 $ | +2.638.675 $ | +21,5 % | 12.245.120 $ | +1.893.402 $ | +18,3 % | 10.351.718 $ | +302.645 $ | +3,0 % |
| IFG Advisory, LLC | 14.730.752 $ | +1.560.297 $ | +11,8 % | 13.170.455 $ | +2.324.463 $ | +21,4 % | 10.845.992 $ | -359.872 $ | -3,2 % | |||
| Pictet Asset Management Holding SA | 4.991.190 $ | -9.012.226 $ | -64,4 % | 14.003.416 $ | +1.142.987 $ | +8,9 % | 12.860.429 $ | |||||
| HighTower Advisors, LLC | 8.421.843 $ | -5.393.490 $ | -39,0 % | 13.815.333 $ | +2.681.643 $ | +24,1 % | 11.133.690 $ | +2.712.895 $ | +32,2 % | 8.420.795 $ | -1.480.812 $ | -15,0 % |
| Advance Capital Management, Inc. | 12.767.780 $ | -568.875 $ | -4,3 % | 13.336.655 $ | -337.457 $ | -2,5 % | 13.674.112 $ | +2.859.730 $ | +26,4 % | 10.814.382 $ | -265.013 $ | -2,4 % |
| Cetera Investment Advisers | 13.176.130 $ | +1.244.134 $ | +10,4 % | 11.931.996 $ | +5.696.516 $ | +91,4 % | 6.235.480 $ | +2.491.753 $ | +66,6 % | 3.743.727 $ | +138.505 $ | +3,8 % |
| Sound Stewardship, LLC | 10.618.592 $ | -1.404.564 $ | -11,7 % | 12.023.156 $ | +894.997 $ | +8,0 % | 11.128.159 $ | +1.547.345 $ | +16,2 % | 9.580.814 $ | -301.089 $ | -3,0 % |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 11.772.823 $ | |||||||||||
| Towneley Capital Management, Inc / DE | 10.568.565 $ | +833.666 $ | +8,6 % | 9.734.899 $ | +1.671.572 $ | +20,7 % | 8.063.327 $ | +998.235 $ | +14,1 % | 7.065.092 $ | -632.771 $ | -8,2 % |
| PFG Advisors | 10.226.035 $ | +9.607.179 $ | +1.552,4 % | 618.856 $ | +135.742 $ | +28,1 % | 483.114 $ | +95.327 $ | +24,6 % | 387.787 $ | +76.412 $ | +24,5 % |
| Private Advisor Group, LLC | 10.121.047 $ | +9.037.538 $ | +834,1 % | 1.083.509 $ | +534.049 $ | +97,2 % | 549.460 $ | +103.373 $ | +23,2 % | 446.087 $ | -31.528 $ | -6,6 % |
| AXXCESS WEALTH MANAGEMENT, LLC | 9.965.539 $ | +1.286.135 $ | +14,8 % | 8.679.404 $ | +3.909.977 $ | +82,0 % | 4.769.427 $ | +758.794 $ | +18,9 % | 4.010.633 $ | +257.039 $ | +6,8 % |
| Courage Miller Partners, LLC | 9.871.490 $ | |||||||||||
| WJ Wealth Management, LLC | 8.485.243 $ | -1.266.157 $ | -13,0 % | 9.751.400 $ | +2.003.458 $ | +25,9 % | 7.747.942 $ | +800.614 $ | +11,5 % | 6.947.328 $ | ||
| Solitude Financial Services | 9.134.026 $ | +248.200 $ | +2,8 % | 8.885.826 $ | -860.999 $ | -8,8 % | 9.746.825 $ | +1.190.367 $ | +13,9 % | 8.556.458 $ | -234.167 $ | -2,7 % |
| ENVESTNET ASSET MANAGEMENT INC | 7.286.001 $ | +153.326 $ | +2,1 % | 7.132.675 $ | -2.179.513 $ | -23,4 % | 9.312.188 $ | +1.850.154 $ | +24,8 % | 7.462.034 $ | -1.113.929 $ | -13,0 % |
| Pines Wealth Management, LLC | 1.067.792 $ | -8.206.824 $ | -88,5 % | 9.274.616 $ | +1.649.687 $ | +21,6 % | 7.624.929 $ | +807.192 $ | +11,8 % | 6.817.737 $ | -260.491 $ | -3,7 % |
| Gladstone Institutional Advisory LLC | 6.446.772 $ | -2.472.773 $ | -27,7 % | 8.919.545 $ | +1.370.889 $ | +18,2 % | 7.548.656 $ | +1.189.888 $ | +18,7 % | 6.358.768 $ | +376.736 $ | +6,3 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.639.659 $ | +6.022.783 $ | +230,2 % | 2.616.876 $ | +2.377.048 $ | +991,1 % | 239.828 $ | |||||
| Belpointe Asset Management LLC | 7.058.969 $ | -1.159.891 $ | -14,1 % | 8.218.860 $ | +2.990.309 $ | +57,2 % | 5.228.551 $ | +4.671.392 $ | +838,4 % | 557.159 $ | -2.975.430 $ | -84,2 % |
| Castellan Group | 5.004.751 $ | -2.804.554 $ | -35,9 % | 7.809.305 $ | +776.025 $ | +11,0 % | 7.033.280 $ | +1.253.498 $ | +21,7 % | 5.779.782 $ | -400.727 $ | -6,5 % |
| CAPTRUST FINANCIAL ADVISORS | 7.169.583 $ | -203.599 $ | -2,8 % | 7.373.182 $ | +907.284 $ | +14,0 % | 6.465.898 $ | +1.151.649 $ | +21,7 % | 5.314.249 $ | -973.850 $ | -15,5 % |
| OSAIC HOLDINGS, INC. | 4.996.065 $ | -2.115.466 $ | -29,7 % | 7.111.531 $ | +2.385.640 $ | +50,5 % | 4.725.891 $ | +922.803 $ | +24,3 % | 3.803.088 $ | +1.766.067 $ | +86,7 % |
| ROYAL BANK OF CANADA | 6.832.000 $ | +1.415.000 $ | +26,1 % | 5.417.000 $ | +1.269.000 $ | +30,6 % | 4.148.000 $ | +581.000 $ | +16,3 % | 3.567.000 $ | +366.000 $ | +11,4 % |
| Centurion Wealth Management LLC | 5.664.575 $ | -1.146.439 $ | -16,8 % | 6.811.014 $ | +1.361.752 $ | +25,0 % | 5.449.262 $ | +1.411.828 $ | +35,0 % | 4.037.434 $ | ||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6.154.494 $ | +416.095 $ | +7,3 % | 5.738.399 $ | +1.245.687 $ | +27,7 % | 4.492.712 $ | +635.426 $ | +16,5 % | 3.857.286 $ | +227.853 $ | +6,3 % |
| JONES FINANCIAL COMPANIES LLLP | 5.969.234 $ | +2.261.649 $ | +61,0 % | 3.707.585 $ | +1.685.196 $ | +83,3 % | 2.022.389 $ | +713.209 $ | +54,5 % | 1.309.180 $ | +236.471 $ | +22,0 % |
| BROWN WEALTH MANAGEMENT, LLC | 3.185.657 $ | -2.522.416 $ | -44,2 % | 5.708.073 $ | +1.303.629 $ | +29,6 % | 4.404.444 $ | +810.748 $ | +22,6 % | 3.593.696 $ | +744.191 $ | +26,1 % |
| Stegent Equity Advisors, Inc. | 5.041.496 $ | -470.023 $ | -8,5 % | 5.511.519 $ | +515.922 $ | +10,3 % | 4.995.597 $ | +544.957 $ | +12,2 % | 4.450.640 $ | +25.100 $ | +0,6 % |
| Mariner, LLC | 5.179.508 $ | +559.471 $ | +12,1 % | 4.620.037 $ | +1.612.321 $ | +53,6 % | 3.007.716 $ | +496.287 $ | +19,8 % | 2.511.429 $ | +238.583 $ | +10,5 % |
| Fortis Capital Advisors, LLC | 5.022.686 $ | |||||||||||
| Oasis Advisors, LLC | 4.571.467 $ | |||||||||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 4.338.595 $ | |||||||||||
| RFG Advisory, LLC | 4.099.231 $ | |||||||||||
| Strategic Wealth Investment Group, LLC | 2.528.841 $ | +36.763 $ | +1,5 % | 2.492.078 $ | -1.493.778 $ | -37,5 % | 3.985.856 $ | +3.805.432 $ | +2.109,2 % | 180.424 $ | ||
| Clearbridge Investments, LLC | 3.928.867 $ | |||||||||||
| Discipline Wealth Solutions, LLC | 3.079.930 $ | -796.656 $ | -20,6 % | 3.876.586 $ | +611.198 $ | +18,7 % | 3.265.388 $ | |||||
| Walkner Condon Financial Advisors LLC | 3.764.959 $ | -37.929 $ | -1,0 % | 3.802.888 $ | +736.023 $ | +24,0 % | 3.066.865 $ | +549.638 $ | +21,8 % | 2.517.227 $ | +192.510 $ | +8,3 % |
| Valmark Advisers, Inc. | 3.670.122 $ | +290.880 $ | +8,6 % | 3.379.242 $ | +771.088 $ | +29,6 % | 2.608.154 $ | +664.936 $ | +34,2 % | 1.943.218 $ | +834.307 $ | +75,2 % |
| J.W. COLE ADVISORS, INC. | 3.489.240 $ | +3.447.092 $ | +8.178,5 % | 42.148 $ | -2.160.984 $ | -98,1 % | 2.203.132 $ | +327.055 $ | +17,4 % | 1.876.077 $ | ||
| MML INVESTORS SERVICES, LLC | 3.410.064 $ | +144.108 $ | +4,4 % | 3.265.956 $ | +1.607.320 $ | +96,9 % | 1.658.636 $ | +1.657.236 $ | +118.374,0 % | 1.400 $ | +335 $ | +31,5 % |
| Creative Planning | 3.211.325 $ | +217.163 $ | +7,3 % | 2.994.162 $ | +1.435.450 $ | +92,1 % | 1.558.712 $ | +326.960 $ | +26,5 % | 1.231.752 $ | +108.594 $ | +9,7 % |
| CITADEL ADVISORS LLC | 3.114.223 $ | +2.906.998 $ | +1.402,8 % | 207.225 $ | ||||||||
| SFG Wealth Management, LLC. | 2.546.112 $ | -391.721 $ | -13,3 % | 2.937.833 $ | ||||||||
| FLC Capital Advisors | 2.741.218 $ | +33.672 $ | +1,2 % | 2.707.546 $ | +528.735 $ | +24,3 % | 2.178.811 $ | +359.514 $ | +19,8 % | 1.819.297 $ | +114.307 $ | +6,7 % |
| Integrated Wealth Concepts LLC | 2.473.525 $ | +184.606 $ | +8,1 % | 2.288.919 $ | +466.838 $ | +25,6 % | 1.822.081 $ | +742.040 $ | +68,7 % | 1.080.041 $ | +588.728 $ | +119,8 % |
| Envestnet Portfolio Solutions, Inc. | 2.447.477 $ | +59.227 $ | +2,5 % | 2.388.250 $ | +1.339.793 $ | +127,8 % | 1.048.457 $ | +201.321 $ | +23,8 % | 847.136 $ | +120.421 $ | +16,6 % |
| Brookstone Capital Management | 2.383.611 $ | +1.057.491 $ | +79,7 % | 1.326.120 $ | +803.629 $ | +153,8 % | 522.491 $ | +140.644 $ | +36,8 % | 381.847 $ | -3.974 $ | -1,0 % |
| NewEdge Advisors, LLC | 2.313.620 $ | +552.450 $ | +31,4 % | 1.761.170 $ | +310.836 $ | +21,4 % | 1.450.334 $ | +291.532 $ | +25,2 % | 1.158.802 $ | +264.035 $ | +29,5 % |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2.224.511 $ | |||||||||||
| Kestra Advisory Services, LLC | 2.156.251 $ | +1.268.676 $ | +142,9 % | 887.575 $ | +400.159 $ | +82,1 % | 487.416 $ | +50.309 $ | +11,5 % | 437.107 $ | +229.567 $ | +110,6 % |
| Merit Financial Group, LLC | 2.040.001 $ | +124.837 $ | +6,5 % | 1.915.164 $ | +382.435 $ | +25,0 % | 1.532.729 $ | +231.080 $ | +17,8 % | 1.301.649 $ | +81.783 $ | +6,7 % |
| IFP Advisors, Inc | 2.030.815 $ | +292.467 $ | +16,8 % | 1.738.348 $ | +1.372.373 $ | +375,0 % | 365.975 $ | +331.991 $ | +976,9 % | 33.984 $ | +18.059 $ | +113,4 % |
| Global Assets Advisory, LLC | 1.995.554 $ | +401.940 $ | +25,2 % | 1.593.614 $ | +1.304.362 $ | +450,9 % | 289.252 $ | -469.312 $ | -61,9 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 1.854.746 $ | +64.792 $ | +3,6 % | 1.789.954 $ | +316.622 $ | +21,5 % | 1.473.332 $ | +316.049 $ | +27,3 % | 1.157.283 $ | -747.739 $ | -39,3 % |
| Carolina Wealth Advisors, LLC | 1.832.436 $ | +405.161 $ | +28,4 % | 1.427.275 $ | +222.634 $ | +18,5 % | 1.204.641 $ | +359.301 $ | +42,5 % | 845.340 $ | +24.500 $ | +3,0 % |
| HARBOUR INVESTMENTS, INC. | 1.776.509 $ | +1.115.916 $ | +168,9 % | 660.593 $ | +174.335 $ | +35,9 % | 486.258 $ | +74.985 $ | +18,2 % | 411.273 $ | +22.863 $ | +5,9 % |
| Kingsview Wealth Management, LLC | 1.762.008 $ | +256.810 $ | +17,1 % | 1.505.198 $ | +1.053.685 $ | +233,4 % | 451.513 $ | |||||
| Savvy Advisors, Inc. | 1.698.033 $ | |||||||||||
| NBC SECURITIES, INC. | 1.693.548 $ | +187.323 $ | +12,4 % | 1.506.225 $ | ||||||||
| Blue Trust, Inc. | 1.649.149 $ | +98.925 $ | +6,4 % | 1.550.224 $ | +502.429 $ | +48,0 % | 1.047.795 $ | +27.557 $ | +2,7 % | 1.020.238 $ | -33.259 $ | -3,2 % |
| Farther Finance Advisors, LLC | 1.610.938 $ | +55.722 $ | +3,6 % | 1.555.216 $ | +485.866 $ | +45,4 % | 1.069.350 $ | +601.121 $ | +128,4 % | 468.229 $ | +33.977 $ | +7,8 % |
| Summit Wealth Partners, LLC | 1.599.405 $ | +668.688 $ | +71,8 % | 930.717 $ | +717.350 $ | +336,2 % | ||||||
| Summit Financial, LLC | 1.489.446 $ | +51.480 $ | +3,6 % | 1.437.966 $ | +243.252 $ | +20,4 % | 1.194.714 $ | |||||
| IHT Wealth Management, LLC | 1.365.467 $ | -115.057 $ | -7,8 % | 1.480.524 $ | +197.946 $ | +15,4 % | 1.282.578 $ | +212.731 $ | +19,9 % | 1.069.847 $ | -54.346 $ | -4,8 % |
| Cerity Partners LLC | 1.404.838 $ | +107.996 $ | +8,3 % | 1.296.842 $ | +475.879 $ | +58,0 % | 820.963 $ | +135.462 $ | +19,8 % | 685.501 $ | -488.533 $ | -41,6 % |
| RWA WEALTH PARTNERS, LLC | 1.361.532 $ | +81.672 $ | +6,4 % | 1.279.860 $ | +138.255 $ | +12,1 % | 1.141.605 $ | +174.555 $ | +18,1 % | 967.050 $ | +7.289 $ | +0,8 % |
| JANE STREET GROUP, LLC | 465.890 $ | -870.297 $ | -65,1 % | 1.336.187 $ | -273.772 $ | -17,0 % | ||||||
| Hobbs Group Advisors, LLC | 1.007.166 $ | -121.074 $ | -10,7 % | 1.128.240 $ | +294.119 $ | +35,3 % | 834.121 $ | +114.196 $ | +15,9 % | 719.925 $ | +86.014 $ | +13,6 % |
| Zhang Financial LLC | 1.125.314 $ | +67.502 $ | +6,4 % | 1.057.812 $ | +206.572 $ | +24,3 % | 851.240 $ | +185.117 $ | +27,8 % | |||
| Laurel Wealth Planning LLC | 1.108.911 $ | +66.519 $ | +6,4 % | 1.042.392 $ | +82.616 $ | +8,6 % | 959.776 $ | +158.367 $ | +19,8 % | 801.409 $ | +42.585 $ | +5,6 % |
| Tactive Advisors, LLC | 1.107.817 $ | +8.474 $ | +0,8 % | 1.099.343 $ | +167.529 $ | +18,0 % | 931.814 $ | +186.080 $ | +25,0 % | 745.734 $ | ||
| Powell Investment Advisors, LLC | 1.106.067 $ | +66.348 $ | +6,4 % | 1.039.719 $ | +203.038 $ | +24,3 % | 836.681 $ | +57.653 $ | +7,4 % | 779.028 $ | +48.947 $ | +6,7 % |
| Focus Financial Network, Inc. | 1.031.581 $ | -72.099 $ | -6,5 % | 1.103.680 $ | -1.055.750 $ | -48,9 % | ||||||
| Global View Capital Management LLC | 1.091.970 $ | +28.374 $ | +2,7 % | |||||||||
| AMARA FINANCIAL, LLC. | 1.036.295 $ | +56.405 $ | +5,8 % | 979.890 $ | +191.355 $ | +24,3 % | 788.535 $ | +130.112 $ | +19,8 % | 658.423 $ | +41.240 $ | +6,7 % |
| Advisory Services Network, LLC | 1.000.444 $ | +937.228 $ | +1.482,6 % | 63.216 $ | ||||||||
| EFG International AG | 993.159 $ | +260.195 $ | +35,5 % | 732.964 $ | ||||||||
| Cresset Asset Management, LLC | 244.529 $ | -690.951 $ | -73,9 % | 935.480 $ | ||||||||
| MATAURO, LLC | 924.399 $ | +18.031 $ | +2,0 % | 906.368 $ | +459.917 $ | +103,0 % | 446.451 $ | +73.667 $ | +19,8 % | 372.784 $ | +14.229 $ | +4,0 % |
| CreativeOne Wealth, LLC | 915.496 $ | +624.230 $ | +214,3 % | 291.266 $ | ||||||||
| Stratos Wealth Partners, LTD. | 903.751 $ | +86.080 $ | +10,5 % | 817.671 $ | +229.662 $ | +39,1 % | 588.009 $ | +214.313 $ | +57,3 % | 373.696 $ | +65.428 $ | +21,2 % |
| BNP PARIBAS FINANCIAL MARKETS | 898.283 $ | |||||||||||
| Insight Wealth Strategies, LLC | 854.656 $ | +134.234 $ | +18,6 % | 720.422 $ | +137.376 $ | +23,6 % | 583.046 $ | +227.941 $ | +64,2 % | 355.105 $ | -7.018.859 $ | -95,2 % |
| Vise Technologies, Inc. | 853.651 $ | +0 $ | +0,0 % | 853.651 $ | +247.442 $ | +40,8 % | 606.209 $ | +359.473 $ | +145,7 % | 246.736 $ | ||
| Wisconsin Wealth Advisors, LLC | 847.451 $ | +77.479 $ | +10,1 % | 769.972 $ | ||||||||
| Burt Wealth Advisors | 828.739 $ | +136.746 $ | +19,8 % | 691.993 $ | +43.478 $ | +6,7 % | ||||||
| Corient Private Wealth LLC | 806.859 $ | +524.143 $ | +185,4 % | 282.716 $ | -62.910 $ | -18,2 % | 345.626 $ | +75.404 $ | +27,9 % | 270.222 $ | +23.452 $ | +9,5 % |
| Baird Financial Group, Inc. | 785.861 $ | +54.131 $ | +7,4 % | 731.730 $ | +134.621 $ | +22,5 % | 597.109 $ | +111.235 $ | +22,9 % | 485.874 $ | +105.103 $ | +27,6 % |
| SEAVIEW INVESTMENT MANAGERS LLC | 780.174 $ | +167.075 $ | +27,3 % | 613.099 $ | ||||||||
| NWAM LLC | 594.700 $ | -156.384 $ | -20,8 % | 751.084 $ | +105.377 $ | +16,3 % | 645.707 $ | +161.995 $ | +33,5 % | 483.712 $ | -134.766 $ | -21,8 % |
| Prospera Financial Services Inc | 736.429 $ | +44.175 $ | +6,4 % | 692.254 $ | +168.276 $ | +32,1 % | 523.978 $ | +98.755 $ | +23,2 % | 425.223 $ | ||
| BlueChip Wealth Advisors LLC | 730.087 $ | +439.574 $ | +151,3 % | 290.513 $ | ||||||||
| Orion Porfolio Solutions, LLC | 729.869 $ | |||||||||||
| SEVEN MILE ADVISORY | 721.776 $ | +43.296 $ | +6,4 % | 678.480 $ | +132.495 $ | +24,3 % | 545.985 $ | +90.090 $ | +19,8 % | 455.895 $ | +28.644 $ | +6,7 % |
| SmartHarvest Portfolios, LLC | 718.731 $ | +43.114 $ | +6,4 % | 675.617 $ | ||||||||
| CITIZENS FINANCIAL GROUP INC/RI | 713.027 $ | +42.771 $ | +6,4 % | 670.256 $ | +180.193 $ | +36,8 % | 490.063 $ | +67.048 $ | +15,9 % | 423.015 $ | +26.578 $ | +6,7 % |
| Reyes Financial Architecture, Inc. | 699.657 $ | |||||||||||
| MMA ASSET MANAGEMENT LLC | 445.970 $ | +26.752 $ | +6,4 % | 419.218 $ | -255.487 $ | -37,9 % | 674.705 $ | +393.017 $ | +139,5 % | 281.688 $ | ||
| ALTFEST L J & CO INC | 663.706 $ | +39.813 $ | +6,4 % | 623.893 $ | +108.599 $ | +21,1 % | 515.294 $ | +79.224 $ | +18,2 % | 436.070 $ | -164.606 $ | -27,4 % |
| COMMERCE BANK | 653.973 $ | +39.229 $ | +6,4 % | 614.744 $ | +120.049 $ | +24,3 % | 494.695 $ | +81.627 $ | +19,8 % | 413.068 $ | +25.953 $ | +6,7 % |
| West Branch Capital LLC | 648.505 $ | +38.901 $ | +6,4 % | 609.604 $ | +119.044 $ | +24,3 % | 490.560 $ | +80.945 $ | +19,8 % | 409.615 $ | +25.736 $ | +6,7 % |
| Steward Partners Investment Advisory, LLC | 642.600 $ | +138.880 $ | +27,6 % | 503.720 $ | +139.565 $ | +38,3 % | 364.155 $ | +73.349 $ | +25,2 % | 290.806 $ | +51.934 $ | +21,7 % |
| FAS Wealth Partners, Inc. | 642.500 $ | +245.420 $ | +61,8 % | 397.080 $ | ||||||||
| BLAIR WILLIAM & CO/IL | 635.819 $ | +150.397 $ | +31,0 % | 485.422 $ | +143.106 $ | +41,8 % | 342.316 $ | +95.856 $ | +38,9 % | 246.460 $ | ||
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 633.194 $ | +236.386 $ | +59,6 % | 396.808 $ | +77.489 $ | +24,3 % | 319.319 $ | +52.689 $ | +19,8 % | 266.630 $ | ||
| Mutual Advisors, LLC | 629.778 $ | +52.413 $ | +9,1 % | 577.365 $ | +141.030 $ | +32,3 % | 436.335 $ | +228.298 $ | +109,7 % | 208.037 $ | -148.348 $ | -41,6 % |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 609.903 $ | +3.424 $ | +0,6 % | 606.479 $ | +35.128 $ | +6,1 % | ||||||
| Brand Asset Management Group, Inc. | 571.297 $ | -31.934 $ | -5,3 % | 603.231 $ | +120.117 $ | +24,9 % | 483.114 $ | |||||
| Antonelli Financial Advisors, LLC | 601.000 $ | |||||||||||
| ZACKS INVESTMENT MANAGEMENT | 576.983 $ | |||||||||||
| Davis Investment Partners, LLC | 568.672 $ | +28.002 $ | +5,2 % | 540.670 $ | +108.394 $ | +25,1 % | 432.276 $ | +71.058 $ | +19,7 % | 361.218 $ | +24.284 $ | +7,2 % |
| Collaborative Wealth Managment Inc. | 544.175 $ | +53.819 $ | +11,0 % | 490.356 $ | +256.741 $ | +109,9 % | 233.615 $ | |||||
| First Affirmative Financial Network | 539.848 $ | +112.866 $ | +26,4 % | 426.982 $ | +56.192 $ | +15,2 % | 370.790 $ | +18.592 $ | +5,3 % | |||
| BANK OF MONTREAL /CAN/ | 271.869 $ | -267.420 $ | -49,6 % | 539.289 $ | +327.678 $ | +154,8 % | 211.611 $ | -7.816.046 $ | -97,4 % | |||
| Fulcrum Equity Management | 530.396 $ | +31.816 $ | +6,4 % | 498.580 $ | ||||||||
| Quantinno Capital Management LP | 524.272 $ | |||||||||||
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 513.774 $ | +47.062 $ | +10,1 % | 466.712 $ | +91.140 $ | +24,3 % | 375.572 $ | +61.971 $ | +19,8 % | 313.601 $ | +19.704 $ | +6,7 % |
| Berger Financial Group, Inc | 508.306 $ | +20.006 $ | +4,1 % | 488.300 $ | ||||||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 492.670 $ | |||||||||||
| Eagle Bay Advisors LLC | 481.184 $ | +41.817 $ | +9,5 % | 439.367 $ | ||||||||
| XML Financial, LLC | 481.184 $ | +59.704 $ | +14,2 % | 421.480 $ | +82.307 $ | +24,3 % | 339.173 $ | +55.965 $ | +19,8 % | 283.208 $ | +24.268 $ | +9,4 % |
| Atria Investments, Inc | 481.184 $ | +41.817 $ | +9,5 % | 439.367 $ | ||||||||
| Focus Partners Advisor Solutions, LLC | 460.843 $ | +114.421 $ | +33,0 % | 346.422 $ | +80.207 $ | +30,1 % | 266.215 $ | +31.227 $ | +13,3 % | |||
| Prosperity Wealth Management, Inc. | 457.460 $ | |||||||||||
| Meeder Advisory Services, Inc. | 318.675 $ | -124.599 $ | -28,1 % | 443.274 $ | +50.992 $ | +13,0 % | 392.282 $ | -55.324 $ | -12,4 % | 447.606 $ | -18.486 $ | -4,0 % |
| EverSource Wealth Advisors, LLC | 442.908 $ | |||||||||||
| Snowden Capital Advisors LLC | 442.252 $ | |||||||||||
| Endowment Wealth Management, Inc. | 441.978 $ | +83.000 $ | +23,1 % | 358.978 $ | -31.153 $ | -8,0 % | 390.131 $ | +63.544 $ | +19,5 % | 326.587 $ | +3.171 $ | +1,0 % |
| Vertex Planning Partners, LLC | 439.190 $ | +19.560 $ | +4,7 % | 419.630 $ | +55.309 $ | +15,2 % | 364.321 $ | +121.453 $ | +50,0 % | 242.868 $ | -7.139 $ | -2,9 % |
| TRUIST FINANCIAL CORP | 347.327 $ | -68.191 $ | -16,4 % | 415.518 $ | +41.766 $ | +11,2 % | 373.752 $ | |||||
| SILVER OAK SECURITIES, INCORPORATED | 414.912 $ | +88.896 $ | +27,3 % | 326.016 $ | ||||||||
| Security National Bank | 411.631 $ | +24.692 $ | +6,4 % | 386.939 $ | +78.375 $ | +25,4 % | 308.564 $ | |||||
| TWO SIGMA SECURITIES, LLC | 408.132 $ | |||||||||||
| Equitable Holdings, Inc. | 402.424 $ | +89.706 $ | +28,7 % | 312.718 $ | +30.791 $ | +10,9 % | 281.927 $ | +65.584 $ | +30,3 % | 216.343 $ | ||
| LaSalle St. Investment Advisors, LLC | 401.571 $ | +401.312 $ | +154.946,7 % | 259 $ | ||||||||
| Magnus Financial Group LLC | 399.164 $ | +116.464 $ | +41,2 % | 282.700 $ | ||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 125.327 $ | -265.107 $ | -67,9 % | 390.434 $ | +363.797 $ | +1.365,8 % | 26.637 $ | +12.822 $ | +92,8 % | 13.815 $ | +868 $ | +6,7 % |
| FLAGSHIP HARBOR ADVISORS, LLC | 389.759 $ | +12.691 $ | +3,4 % | 377.068 $ | +57.911 $ | +18,1 % | 319.157 $ | +51.834 $ | +19,4 % | 267.323 $ | -3.659 $ | -1,4 % |
| PRINCIPAL SECURITIES, INC. | 388.447 $ | +39.338 $ | +11,3 % | 349.109 $ | +78.929 $ | +29,2 % | 270.180 $ | +44.581 $ | +19,8 % | 225.599 $ | +221.976 $ | +6.126,9 % |
| Sowell Financial Services LLC | 380.135 $ | +22.802 $ | +6,4 % | 357.333 $ | +80.535 $ | +29,1 % | 276.798 $ | +65.705 $ | +31,1 % | 211.093 $ | ||
| DOPKINS WEALTH MANAGEMENT, LLC | 376.198 $ | +22.566 $ | +6,4 % | 353.632 $ | +69.058 $ | +24,3 % | 284.574 $ | +46.956 $ | +19,8 % | 237.618 $ | +14.930 $ | +6,7 % |
| Perennial Investment Advisors, LLC | 290.897 $ | -83.706 $ | -22,3 % | 374.603 $ | +73.153 $ | +24,3 % | 301.450 $ | +49.741 $ | +19,8 % | 251.709 $ | +15.815 $ | +6,7 % |
| Perigon Wealth Management, LLC | 373.136 $ | |||||||||||
| BROWN ADVISORY INC | 368.981 $ | |||||||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 359.794 $ | +15.414 $ | +4,5 % | 344.380 $ | +49.706 $ | +16,9 % | 294.674 $ | |||||
| Wealthspire Advisors, LLC | 291.336 $ | +26.317 $ | +9,9 % | 265.019 $ | -3.838 $ | -1,4 % | 268.857 $ | -83.702 $ | -23,7 % | 352.559 $ | +22.151 $ | +6,7 % |
| BostonPremier Wealth LLC | 350.171 $ | +2.707 $ | +0,8 % | 347.464 $ | +105.576 $ | +43,6 % | 241.888 $ | |||||
| Providence Financial Advisors, LLC | 347.984 $ | +20.874 $ | +6,4 % | 327.110 $ | +63.879 $ | +24,3 % | 263.231 $ | |||||
| Synergy Asset Management, LLC | 346.452 $ | |||||||||||
| Argent Trust Co | 340.765 $ | +20.441 $ | +6,4 % | 320.324 $ | +62.553 $ | +24,3 % | 257.771 $ | +42.533 $ | +19,8 % | 215.238 $ | +13.524 $ | +6,7 % |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 336.829 $ | +20.205 $ | +6,4 % | 316.624 $ | +61.831 $ | +24,3 % | 254.793 $ | +42.042 $ | +19,8 % | 212.751 $ | +1.068 $ | +0,5 % |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 336.194 $ | +7.673 $ | +2,3 % | 328.521 $ | +69.452 $ | +26,8 % | ||||||
| Concurrent Investment Advisors, LLC | 335.298 $ | |||||||||||
| INTEGRITY ALLIANCE, LLC. | 335.128 $ | +63.625 $ | +23,4 % | 271.503 $ | -21.099 $ | -7,2 % | 292.602 $ | -188.120 $ | -39,1 % | |||
| SS&H Financial Advisors, Inc. | 330.900 $ | +54.600 $ | +19,8 % | 276.300 $ | ||||||||
| AdvisorNet Financial, Inc | 322.612 $ | +30.866 $ | +10,6 % | 291.746 $ | +56.972 $ | +24,3 % | 234.774 $ | +11.109 $ | +5,0 % | 223.665 $ | -518.069 $ | -69,8 % |
| Waverly Advisors, LLC | 321.300 $ | +79.103 $ | +32,7 % | 242.197 $ | ||||||||
| NewEdge Wealth, LLC | 310.582 $ | +18.630 $ | +6,4 % | 291.952 $ | +48.947 $ | +20,1 % | 243.005 $ | +39.661 $ | +19,5 % | 203.344 $ | ||
| UNIQUE WEALTH, LLC | 309.708 $ | +18.578 $ | +6,4 % | 291.130 $ | +56.853 $ | +24,3 % | 234.277 $ | |||||
| INSIGNEO ADVISORY SERVICES, LLC | 306.296 $ | |||||||||||
| FORTRESS PRIVATE LEDGER, LLC | 305.727 $ | |||||||||||
| SeaCrest Wealth Management, LLC | 301.396 $ | +1.408 $ | +0,5 % | 299.988 $ | ||||||||
| PFG Investments, LLC | 300.084 $ | +19.851 $ | +7,1 % | 280.233 $ | +66.306 $ | +31,0 % | 213.927 $ | |||||
| Advisory Resource Group | 299.865 $ | +17.987 $ | +6,4 % | 281.878 $ | +55.046 $ | +24,3 % | 226.832 $ | |||||
| TCFG WEALTH MANAGEMENT, LLC | 292.429 $ | |||||||||||
| CWM, LLC | 289.148 $ | +289.125 $ | +1.257.065,2 % | 23 $ | +4 $ | +21,1 % | 19 $ | -34 $ | -64,2 % | 53 $ | +4 $ | +8,2 % |
| Clear Creek Financial Management, LLC | 284.992 $ | |||||||||||
| Anfield Capital Management, LLC | 280.836 $ | +16.846 $ | +6,4 % | 263.990 $ | +51.552 $ | +24,3 % | 212.438 $ | +35.053 $ | +19,8 % | 177.385 $ | +170.782 $ | +2.586,4 % |
| Laird Norton Wetherby Wealth Management, LLC | 270.677 $ | +48.393 $ | +21,8 % | 222.284 $ | ||||||||
| BRIGHTON JONES LLC | 270.180 $ | +44.581 $ | +19,8 % | 225.599 $ | +14.174 $ | +6,7 % | ||||||
| Integrity Advisory Solutions, LLC | 263.120 $ | -3.749 $ | -1,4 % | 266.869 $ | ||||||||
| Beacon Capital Management, LLC | 266.838 $ | |||||||||||
| Comprehensive Financial Planning, Inc./PA | 245.185 $ | -20.693 $ | -7,8 % | 265.878 $ | +47.048 $ | +21,5 % | 218.830 $ | +7.665 $ | +3,6 % | |||
| Werba Rubin Papier Wealth Management | 264.214 $ | |||||||||||
| Trilogy Capital Inc. | 257.871 $ | +40.552 $ | +18,7 % | 217.319 $ | ||||||||
| &PARTNERS | 255.465 $ | +10.184 $ | +4,2 % | 245.281 $ | ||||||||
| Note Advisors, LLC | 228.344 $ | -26.820 $ | -10,5 % | 255.164 $ | ||||||||
| BLVD Private Wealth, LLC | 250.653 $ | |||||||||||
| RIVERSEDGE ADVISORS, LLC | 249.122 $ | +14.944 $ | +6,4 % | 234.178 $ | ||||||||
| Lido Advisors, LLC | 245.841 $ | |||||||||||
| Diversify Advisory Services, LLC | 244.258 $ | +36.065 $ | +17,3 % | 208.193 $ | ||||||||
| OLD NATIONAL BANCORP /IN/ | 242.341 $ | +14.537 $ | +6,4 % | 227.804 $ | ||||||||
| Family Investment Center, Inc. | 239.936 $ | +11.720 $ | +5,1 % | 228.216 $ | ||||||||
| Blueshift Asset Management, LLC | 239.113 $ | |||||||||||
| Regal Investment Advisors LLC | 237.531 $ | |||||||||||
| Meridian Wealth Management, LLC | 237.530 $ | +31.930 $ | +15,5 % | 205.600 $ | ||||||||
| World Investment Advisors | 236.874 $ | +33.741 $ | +16,6 % | 203.133 $ | ||||||||
| Ground Swell Capital, LLC | 236.513 $ | |||||||||||
| VestGen Advisors, LLC | 234.249 $ | |||||||||||
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 202.316 $ | -31.465 $ | -13,5 % | 233.781 $ | ||||||||
| Creekside Partners | 229.656 $ | +9.664 $ | +4,4 % | 219.992 $ | ||||||||
| Lodestone Wealth Management LLC | 218.720 $ | +13.120 $ | +6,4 % | 205.600 $ | ||||||||
| Vantage Financial Partners, LLC | 215.880 $ | |||||||||||
| Rehmann Capital Advisory Group | 215.876 $ | +12.949 $ | +6,4 % | 202.927 $ | ||||||||
| Asset Allocation Strategies LLC | 210.409 $ | |||||||||||
| Plan Group Financial, LLC | 207.784 $ | |||||||||||
| FRANKLIN RESOURCES INC | 205.394 $ | |||||||||||
| Strategies Wealth Advisors, LLC | 205.160 $ | |||||||||||
| CIBC Bancorp USA Inc. | 204.722 $ | |||||||||||
| FIFTH THIRD BANCORP | 201.660 $ | |||||||||||
| Moors & Cabot, Inc. | 201.488 $ | |||||||||||
| Geneos Wealth Management Inc. | 192.474 $ | +58.834 $ | +44,0 % | 133.640 $ | +50.088 $ | +59,9 % | 83.552 $ | +13.786 $ | +19,8 % | 69.766 $ | -20.216 $ | -22,5 % |
| CIBC Private Wealth Group LLC | 192.442 $ | +4.491 $ | +2,4 % | 187.951 $ | +149.822 $ | +392,9 % | 38.129 $ | +1.681 $ | +4,6 % | |||
| Winch Advisory Services, LLC | 175.413 $ | +10.522 $ | +6,4 % | 164.891 $ | +32.200 $ | +24,3 % | 132.691 $ | +21.895 $ | +19,8 % | 110.796 $ | +6.961 $ | +6,7 % |
| Arax Advisory Partners | 171.915 $ | +10.313 $ | +6,4 % | 161.602 $ | +91.616 $ | +130,9 % | 69.986 $ | +11.548 $ | +19,8 % | 58.438 $ | +35.910 $ | +159,4 % |
| CoreCap Advisors, LLC | 169.945 $ | +89.555 $ | +111,4 % | 80.390 $ | +15.699 $ | +24,3 % | 64.691 $ | +10.674 $ | +19,8 % | 54.017 $ | +3.394 $ | +6,7 % |
| Allworth Financial LP | 163.603 $ | +12.281 $ | +8,1 % | 151.322 $ | +83.652 $ | +123,6 % | 67.670 $ | +11.166 $ | +19,8 % | 56.504 $ | +36.587 $ | +183,7 % |
| Parallel Advisors, LLC | 161.853 $ | +9.709 $ | +6,4 % | 152.144 $ | +29.711 $ | +24,3 % | 122.433 $ | +20.202 $ | +19,8 % | 102.231 $ | +6.423 $ | +6,7 % |
| Friedenthal Financial | 150.261 $ | +9.013 $ | +6,4 % | 141.248 $ | +27.583 $ | +24,3 % | 113.665 $ | +18.755 $ | +19,8 % | 94.910 $ | +5.964 $ | +6,7 % |
| Spire Wealth Management | 139.543 $ | +12.482 $ | +9,8 % | 127.061 $ | +105.883 $ | +500,0 % | 21.178 $ | +3.495 $ | +19,8 % | 17.683 $ | +1.111 $ | +6,7 % |
| COMERICA BANK | 139.191 $ | |||||||||||
| PRIVATE TRUST CO NA | 133.419 $ | |||||||||||
| Colonial Trust Co / SC | 131.451 $ | +16.109 $ | +14,0 % | 115.342 $ | +50.155 $ | +76,9 % | 65.187 $ | +10.756 $ | +19,8 % | 54.431 $ | +3.420 $ | +6,7 % |
| SIGNATUREFD, LLC | 123.577 $ | +110.213 $ | +824,7 % | 13.364 $ | +2.610 $ | +24,3 % | 10.754 $ | +1.774 $ | +19,8 % | 8.980 $ | +564 $ | +6,7 % |
| FMR LLC | 118.522 $ | +114.241 $ | +2.668,6 % | 4.281 $ | +2.549 $ | +147,2 % | 1.732 $ | +286 $ | +19,8 % | 1.446 $ | +90 $ | +6,6 % |
| HUNTINGTON NATIONAL BANK | 116.141 $ | -229 $ | -0,2 % | 116.370 $ | +12.303 $ | +11,8 % | 104.067 $ | +72.569 $ | +230,4 % | 31.498 $ | +1.978 $ | +6,7 % |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | 111.073 $ | -97.115 $ | -46,6 % | |||||||||
| Destiny Wealth Partners, LLC | 108.048 $ | |||||||||||
| Sound Income Strategies, LLC | 6.627 $ | -376 $ | -5,4 % | 7.003 $ | -7.634 $ | -52,2 % | 14.637 $ | -93.120 $ | -86,4 % | 107.757 $ | ||
| WHITTIER TRUST CO OF NEVADA INC | 103.354 $ | |||||||||||
| Wealth Enhancement Trust Services, Inc. | 74.802 $ | +37.383 $ | +99,9 % | 37.419 $ | ||||||||
| Global Retirement Partners, LLC | 74.016 $ | +40.926 $ | +123,7 % | 33.090 $ | +5.460 $ | +19,8 % | 27.630 $ | |||||
| MAI Capital Management | 69.991 $ | +4.199 $ | +6,4 % | 65.792 $ | +12.848 $ | +24,3 % | 52.944 $ | +2.104 $ | +4,1 % | 50.840 $ | +2.418 $ | +5,0 % |
| Financial Network Wealth Advisors LLC | 68.897 $ | +4.133 $ | +6,4 % | 64.764 $ | +12.647 $ | +24,3 % | 52.117 $ | |||||
| JPMORGAN CHASE & CO | 60.857 $ | +137 $ | +0,2 % | 60.720 $ | ||||||||
| Trifecta Capital Advisors, LLC | 55.337 $ | +3.320 $ | +6,4 % | 52.017 $ | +10.158 $ | +24,3 % | 41.859 $ | +6.907 $ | +19,8 % | 34.952 $ | +2.196 $ | +6,7 % |
| Longview Financial Advisors, Inc. | 50.306 $ | |||||||||||
| GGM Financial LLC | 49.649 $ | +2.978 $ | +6,4 % | 46.671 $ | +9.114 $ | +24,3 % | 37.557 $ | |||||
| Costello Asset Management, INC | 47.025 $ | +2.821 $ | +6,4 % | 44.204 $ | +8.632 $ | +24,3 % | 35.572 $ | +5.870 $ | +19,8 % | 29.702 $ | +3.808 $ | +14,7 % |
| Bogart Wealth, LLC | 44.838 $ | |||||||||||
| Medallion Wealth Advisors, LLC | 43.744 $ | +2.624 $ | +6,4 % | 41.120 $ | +8.030 $ | +24,3 % | 33.090 $ | +5.304 $ | +19,1 % | 27.786 $ | +2.022 $ | +7,8 % |
| US BANCORP \DE\ | 43.744 $ | +2.624 $ | +6,4 % | 41.120 $ | +8.030 $ | +24,3 % | 33.090 $ | +5.460 $ | +19,8 % | 27.630 $ | +1.736 $ | +6,7 % |
| Strategic Wealth Partners, Ltd. | 43.744 $ | +2.624 $ | +6,4 % | 41.120 $ | +24.575 $ | +148,5 % | 16.545 $ | +2.730 $ | +19,8 % | 13.815 $ | ||
| Seneschal Advisors, LLC | 36.745 $ | -3.553 $ | -8,8 % | 40.298 $ | ||||||||
| Grey Fox Wealth Advisors, LLC | 39.046 $ | |||||||||||
| AMERIFLEX GROUP, INC. | 38.713 $ | |||||||||||
| Northwest Capital Management Inc | 36.886 $ | +2.318 $ | +6,7 % | |||||||||
| GABLES CAPITAL MANAGEMENT INC. | 36.089 $ | +2.165 $ | +6,4 % | 33.924 $ | +6.625 $ | +24,3 % | 27.299 $ | +4.504 $ | +19,8 % | 22.795 $ | +1.432 $ | +6,7 % |
| Intesa Sanpaolo Wealth Management | 32.808 $ | +32.808 $ | 0 $ | |||||||||
| Measured Wealth Private Client Group, LLC | 28.434 $ | -1.995 $ | -6,6 % | 30.429 $ | -1.668 $ | -5,2 % | 32.097 $ | |||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 31.058 $ | |||||||||||
| Ameritas Advisory Services, LLC | 24.983 $ | -4.167 $ | -14,3 % | 29.150 $ | ||||||||
| OLD SECOND NATIONAL BANK OF AURORA | 27.630 $ | +1.736 $ | +6,7 % | |||||||||
| MPWM ADVISORY SOLUTIONS, LLC | 25.153 $ | +4.593 $ | +22,3 % | 20.560 $ | +4.015 $ | +24,3 % | 16.545 $ | +2.730 $ | +19,8 % | 13.815 $ | +868 $ | +6,7 % |
| Asset Dedication, LLC | 24.716 $ | +16.286 $ | +193,2 % | 8.430 $ | +1.646 $ | +24,3 % | 6.784 $ | +1.119 $ | +19,8 % | 5.665 $ | ||
| Parvin Asset Management, LLC | 24.715 $ | +1.482 $ | +6,4 % | 23.233 $ | +4.537 $ | +24,3 % | 18.696 $ | +3.085 $ | +19,8 % | 15.611 $ | +981 $ | +6,7 % |
| Western Wealth Management, LLC | 24.497 $ | |||||||||||
| Keating Financial Advisory Services, Inc. | 23.840 $ | +1.430 $ | +6,4 % | 22.410 $ | ||||||||
| ASSETMARK, INC | 22.528 $ | |||||||||||
| Cape Investment Advisory, Inc. | 20.560 $ | +6.745 $ | +48,8 % | 13.815 $ | +868 $ | +6,7 % | ||||||
| GILL CAPITAL PARTNERS, LLC | 20.341 $ | |||||||||||
| Private Wealth Asset Management, LLC | 18.154 $ | |||||||||||
| THRIVENT FINANCIAL FOR LUTHERANS | 14.881 $ | -2.085 $ | -12,3 % | 16.966 $ | ||||||||
| Sunbelt Securities, Inc. | 14.654 $ | |||||||||||
| TOTAL INVESTMENT MANAGEMENT INC | 13.815 $ | |||||||||||
| New England Capital Financial Advisors LLC | 12.686 $ | +761 $ | +6,4 % | 11.925 $ | +2.328 $ | +24,3 % | 9.597 $ | +1.584 $ | +19,8 % | 8.013 $ | +503 $ | +6,7 % |
| McIlrath & Eck, LLC | 11.925 $ | +2.329 $ | +24,3 % | 9.596 $ | -903 $ | -8,6 % | 10.499 $ | -2.707 $ | -20,5 % | |||
| Hickory Point Bank & Trust | 10.280 $ | |||||||||||
| Cambridge Investment Research Advisors, Inc. | 9.761 $ | +1.434 $ | +17,2 % | 8.327 $ | +2.496 $ | +42,8 % | 5.831 $ | +1.905 $ | +48,5 % | 3.926 $ | +1.015 $ | +34,9 % |
| Financial Freedom, LLC | 9.205 $ | |||||||||||
| Tidemark, LLC | 8.934 $ | +1.474 $ | +19,8 % | 7.460 $ | +469 $ | +6,7 % | ||||||
| POM Investment Strategies, LLC | 7.436 $ | +446 $ | +6,4 % | 6.990 $ | ||||||||
| WOLFF WIESE MAGANA LLC | 7.218 $ | |||||||||||
| Ritter Daniher Financial Advisory LLC / DE | 6.781 $ | |||||||||||
| Root Financial Partners, LLC | 5.468 $ | |||||||||||
| Transce3nd, LLC | 4.973 $ | -19.497 $ | -79,7 % | |||||||||
| Darwin Wealth Management, LLC | 2.187 $ | -2.747 $ | -55,7 % | 4.934 $ | ||||||||
| Caitlin John, LLC | 4.729 $ | +924 $ | +24,3 % | 3.805 $ | ||||||||
| Abound Wealth Management | 4.375 $ | +263 $ | +6,4 % | 4.112 $ | ||||||||
| FLOW TRADERS U.S. LLC | 3.055 $ | +2.299 $ | +304,1 % | 756 $ | ||||||||
| OPTIMA CAPITAL LLC | 2.262 $ | |||||||||||
| First Command Advisory Services, Inc. | 1.968 $ | +118 $ | +6,4 % | 1.850 $ | ||||||||
| EASTERN BANK | 1.531 $ | -5.590 $ | -78,5 % | |||||||||
| Tower Research Capital LLC (TRC) | 1.531 $ | |||||||||||
| Smartleaf Asset Management LLC | 1.458 $ | -28 $ | -1,9 % | 1.486 $ | ||||||||
| Rossby Financial, LCC | 1.325 $ | |||||||||||
| MATHER GROUP, LLC. | 1.094 $ | |||||||||||
| Strengthening Families & Communities, LLC | 875 $ | +53 $ | +6,4 % | 822 $ | +161 $ | +24,4 % | 661 $ | |||||
| Winthrop Capital Management, LLC | 173 $ | -668 $ | -79,4 % | 841 $ | +276 $ | +48,8 % | 565 $ | |||||
| PEAPACK GLADSTONE FINANCIAL CORP | 823 $ | +168 $ | +25,6 % | 655 $ | +127 $ | +24,1 % | 528 $ | +88 $ | +20,0 % | 440 $ | +221 $ | +100,9 % |
| PARK AVENUE SECURITIES LLC | 661 $ | |||||||||||
| CITIGROUP INC | 656 $ | +450 $ | +218,4 % | 206 $ | +68 $ | +49,3 % | 138 $ | |||||
| Janney Montgomery Scott LLC | 393 $ | -226 $ | -36,5 % | 619 $ | ||||||||
| Jackson Creek Investment Advisors LLC | 448 $ | -31 $ | -6,5 % | |||||||||
| Vermillion & White Wealth Management Group, LLC | 430 $ | +71 $ | +19,8 % | 359 $ | +22 $ | +6,5 % | ||||||
| Painted Porch Advisors LLC | 331 $ | +55 $ | +19,9 % | 276 $ | +17 $ | +6,6 % | ||||||
| Main Street Group, LTD | 331 $ | +55 $ | +19,9 % | 276 $ | +17 $ | +6,6 % | ||||||
| Betterment LLC | 253 $ | |||||||||||
| HARBOR INVESTMENT ADVISORY, LLC | 219 $ | |||||||||||
| Motiv8 Investments LLC | 67 $ | |||||||||||
| Capital Analysts, LLC | 33 $ | |||||||||||
| BESSEMER GROUP INC | 11 $ | |||||||||||
| CX Institutional | 3 $ | |||||||||||
| 1.293.072.159 $ | +114.023.086 $ | +6.942,8 % | 1.179.797.266 $ | +282.068.253 $ | +781,0 % | 873.855.610 $ | +177.225.366 $ | +800,3 % | 634.985.799 $ | +39.118.022 $ | +73,9 % | |