| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 866.345.405 $ | +61.966.658 $ | +7.976,0 % | 801.130.986 $ | +15.861.728 $ | +1.124,1 % | 758.611.714 $ | -43.848.026 $ | +5.239,4 % | 787.138.744 $ | +3.192.848 $ | +1.410,6 % | |
| RAYMOND JAMES FINANCIAL INC | 83.846.896 $ | +7.434.486 $ | +9,7 % | 76.412.410 $ | +12.085.311 $ | +18,8 % | 64.327.099 $ | -20.066.772 $ | -23,8 % | 84.393.871 $ | -2.109.371 $ | -2,4 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 83.660.086 $ | +8.878.812 $ | +11,9 % | 74.781.274 $ | +3.353.794 $ | +4,7 % | 71.427.480 $ | +1.854.846 $ | +2,7 % | 69.572.634 $ | +14.346.927 $ | +26,0 % |
| LPL Financial LLC | 71.642.052 $ | +1.253.115 $ | +1,8 % | 70.388.937 $ | -3.312.087 $ | -4,5 % | 73.701.024 $ | -433.479 $ | -0,6 % | 74.134.503 $ | -13.527.282 $ | -15,4 % |
| BANK OF AMERICA CORP /DE/ | 59.798.607 $ | +1.299.060 $ | +2,2 % | 58.499.547 $ | +4.335.603 $ | +8,0 % | 54.163.944 $ | +9.554.161 $ | +21,4 % | 44.609.783 $ | +1.417.689 $ | +3,3 % |
| HighTower Advisors, LLC | 7.146.047 $ | -664.806 $ | -8,5 % | 7.810.853 $ | -5.863.751 $ | -42,9 % | 13.674.604 $ | -38.572.624 $ | -73,8 % | 52.247.228 $ | -11.794.722 $ | -18,4 % |
| CPC Advisors, LLC | 38.391.349 $ | +1.840.352 $ | +5,0 % | 36.550.997 $ | +1.701.749 $ | +4,9 % | 34.849.248 $ | +20.931.017 $ | +150,4 % | 13.918.231 $ | +3.265.921 $ | +30,7 % |
| Amplius Wealth Advisors, LLC | 1.208.756 $ | -216.051 $ | -15,2 % | 1.424.807 $ | -215.441 $ | -13,1 % | 1.640.248 $ | -34.248.012 $ | -95,4 % | 35.888.260 $ | +2.197.809 $ | +6,5 % |
| Steward Partners Investment Advisory, LLC | 31.619.709 $ | +1.384.270 $ | +4,6 % | 30.235.439 $ | +690.460 $ | +2,3 % | 29.544.979 $ | +1.824.730 $ | +6,6 % | 27.720.249 $ | +568.517 $ | +2,1 % |
| JONES FINANCIAL COMPANIES LLLP | 24.925.451 $ | +6.282.474 $ | +33,7 % | 18.642.977 $ | +3.681.899 $ | +24,6 % | 14.961.078 $ | +4.732.658 $ | +46,3 % | 10.228.420 $ | +2.480.085 $ | +32,0 % |
| Fiduciary Planning LLC | 24.651.080 $ | +269.569 $ | +1,1 % | 24.381.511 $ | +330.818 $ | +1,4 % | 24.050.693 $ | -151.984 $ | -0,6 % | 24.202.677 $ | -2.619.587 $ | -9,8 % |
| Legacy Wealth Management, LLC | 23.378.312 $ | +53.538 $ | +0,2 % | 23.324.774 $ | +1.989.323 $ | +9,3 % | 21.335.451 $ | +2.140.481 $ | +11,2 % | 19.194.970 $ | -525.997 $ | -2,7 % |
| Goldstein Advisors, LLC | 20.279.925 $ | +292.760 $ | +1,5 % | 19.987.165 $ | +857.416 $ | +4,5 % | 19.129.749 $ | -207.584 $ | -1,1 % | 19.337.333 $ | -1.324.159 $ | -6,4 % |
| ENVESTNET ASSET MANAGEMENT INC | 12.371.534 $ | +4.500.168 $ | +57,2 % | 7.871.366 $ | -11.691.683 $ | -59,8 % | 19.563.049 $ | +1.305.355 $ | +7,1 % | 18.257.694 $ | +738.642 $ | +4,2 % |
| Apollon Wealth Management, LLC | 18.339.132 $ | +1.053.685 $ | +6,1 % | 17.285.447 $ | +578.177 $ | +3,5 % | 16.707.270 $ | +872.018 $ | +5,5 % | 15.835.252 $ | ||
| IAG Wealth Partners, LLC | 2.162.428 $ | -137.011 $ | -6,0 % | 2.299.439 $ | -1.012.415 $ | -30,6 % | 3.311.854 $ | -14.614.764 $ | -81,5 % | 17.926.618 $ | -4.626.037 $ | -20,5 % |
| STIFEL FINANCIAL CORP | 793.117 $ | -289.737 $ | -26,8 % | 1.082.854 $ | -56.582 $ | -5,0 % | 1.139.436 $ | -16.492.178 $ | -93,5 % | 17.631.614 $ | +16.452.737 $ | +1.395,6 % |
| Cetera Investment Advisers | 17.520.961 $ | +1.036.018 $ | +6,3 % | 16.484.943 $ | +2.376.963 $ | +16,8 % | 14.107.980 $ | +5.041.528 $ | +55,6 % | 9.066.452 $ | +1.046.018 $ | +13,0 % |
| Focus Partners Wealth | 14.240.935 $ | -1.483.618 $ | -9,4 % | 15.724.553 $ | -201.163 $ | -1,3 % | 15.925.716 $ | +1.766.442 $ | +12,5 % | 14.159.274 $ | +234.997 $ | +1,7 % |
| TRUIST FINANCIAL CORP | 10.756.541 $ | +5.158.263 $ | +92,1 % | 5.598.278 $ | -9.771.251 $ | -63,6 % | 15.369.529 $ | +1.631.180 $ | +11,9 % | 13.738.349 $ | -975.640 $ | -6,6 % |
| Kestra Advisory Services, LLC | 13.244.169 $ | +602.704 $ | +4,8 % | 12.641.465 $ | +966.095 $ | +8,3 % | 11.675.370 $ | +1.533.285 $ | +15,1 % | 10.142.085 $ | -1.052.269 $ | -9,4 % |
| OSAIC HOLDINGS, INC. | 9.680.559 $ | +309.712 $ | +3,3 % | 9.370.847 $ | -2.521.407 $ | -21,2 % | 11.892.254 $ | -927.433 $ | -7,2 % | 12.819.687 $ | +93.922 $ | +0,7 % |
| Johnson & White Wealth Management, LLC | 11.978.865 $ | +2.010.498 $ | +20,2 % | 9.968.367 $ | +393.866 $ | +4,1 % | 9.574.501 $ | +9.566.260 $ | +116.081,3 % | 8.241 $ | +403 $ | +5,1 % |
| Main Street Financial Solutions, LLC | 10.983.965 $ | +354.359 $ | +3,3 % | 10.629.606 $ | +77.929 $ | +0,7 % | 10.551.677 $ | -450.795 $ | -4,1 % | |||
| Fragasso Financial Advisors Inc | 10.916.887 $ | +2.053.484 $ | +23,2 % | 8.863.403 $ | ||||||||
| Avantax Planning Partners, Inc. | 10.816.208 $ | +4.566.156 $ | +73,1 % | 6.250.052 $ | -108.488 $ | -1,7 % | 6.358.540 $ | +322.588 $ | +5,3 % | 6.035.952 $ | +5.121.803 $ | +560,3 % |
| Sepio Capital, LP | 10.324.313 $ | +4.806.465 $ | +87,1 % | 5.517.848 $ | +569.201 $ | +11,5 % | 4.948.647 $ | +765.607 $ | +18,3 % | 4.183.040 $ | -88.085 $ | -2,1 % |
| Wealthspire Advisors, LLC | 10.272.458 $ | |||||||||||
| Mariner, LLC | 5.721.107 $ | -899.334 $ | -13,6 % | 6.620.441 $ | +1.622.636 $ | +32,5 % | 4.997.805 $ | -5.245.069 $ | -51,2 % | 10.242.874 $ | +1.122.882 $ | +12,3 % |
| Wealthcare Advisory Partners LLC | 9.862.960 $ | +711.109 $ | +7,8 % | 9.151.851 $ | -956.009 $ | -9,5 % | 10.107.860 $ | +163.358 $ | +1,6 % | 9.944.502 $ | -5.036.014 $ | -33,6 % |
| INTEGRATED WEALTHCARE, LLC | 9.726.374 $ | -200.722 $ | -2,0 % | 9.927.096 $ | ||||||||
| ERn Financial, LLC | 8.086.091 $ | -83.534 $ | -1,0 % | 8.169.625 $ | +31.413 $ | +0,4 % | 8.138.212 $ | -1.212.739 $ | -13,0 % | 9.350.951 $ | -509.579 $ | -5,2 % |
| YARGER WEALTH STRATEGIES, LLC | 9.075.753 $ | +291.210 $ | +3,3 % | 8.784.543 $ | -130.868 $ | -1,5 % | 8.915.411 $ | +135.253 $ | +1,5 % | 8.780.158 $ | -467.860 $ | -5,1 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 8.813.337 $ | +328.131 $ | +3,9 % | 8.485.206 $ | +8.475.155 $ | +84.321,5 % | 10.051 $ | -757 $ | -7,0 % | 10.808 $ | -989 $ | -8,4 % |
| LeClair Wealth Partners LLC | 8.668.617 $ | |||||||||||
| Blue Water Asset Management | 8.668.617 $ | +2.324 $ | +0,0 % | 8.666.293 $ | ||||||||
| GGM Financial LLC | 8.300.509 $ | +1.450.275 $ | +21,2 % | 6.850.234 $ | +675.456 $ | +10,9 % | 6.174.778 $ | +2.650.366 $ | +75,2 % | 3.524.412 $ | +2.893.951 $ | +459,0 % |
| GOLDMAN SACHS GROUP INC | 1.610.458 $ | -4.520.902 $ | -73,7 % | 6.131.360 $ | -1.145.572 $ | -15,7 % | 7.276.932 $ | +104.155 $ | +1,5 % | 7.172.777 $ | +6.469.238 $ | +919,5 % |
| Per Stirling Capital Management, LLC. | 7.268.819 $ | +1.208.742 $ | +19,9 % | 6.060.077 $ | ||||||||
| ROYAL BANK OF CANADA | 6.952.000 $ | +558.000 $ | +8,7 % | 6.394.000 $ | +1.864.000 $ | +41,1 % | 4.530.000 $ | -1.305.000 $ | -22,4 % | 5.835.000 $ | -1.446.000 $ | -19,9 % |
| Sterling Investment Counsel, LLC | 6.855.300 $ | +5.297.262 $ | +340,0 % | 1.558.038 $ | -4.720.732 $ | -75,2 % | ||||||
| JPMORGAN CHASE & CO | 6.606.266 $ | +2.205.646 $ | +50,1 % | 4.400.620 $ | +544.894 $ | +14,1 % | 3.855.726 $ | +1.082.855 $ | +39,1 % | |||
| ForthRight Wealth Management, LLC | 2.865.738 $ | -1.657.587 $ | -36,6 % | 4.523.325 $ | -967.714 $ | -17,6 % | 5.491.039 $ | -235.024 $ | -4,1 % | 5.726.063 $ | -2.133.217 $ | -27,1 % |
| JANE STREET GROUP, LLC | 4.171.030 $ | -1.383.350 $ | -24,9 % | 5.554.380 $ | +1.440.014 $ | +35,0 % | 4.114.366 $ | -1.018.292 $ | -19,8 % | 5.132.658 $ | -276.975 $ | -5,1 % |
| VERUS CAPITAL PARTNERS, LLC | 5.518.511 $ | +697.119 $ | +14,5 % | 4.821.392 $ | +362.469 $ | +8,1 % | 4.458.923 $ | +4.095.340 $ | +1.126,4 % | 363.583 $ | ||
| AXXCESS WEALTH MANAGEMENT, LLC | 5.496.785 $ | +534.176 $ | +10,8 % | 4.962.609 $ | +2.019.171 $ | +68,6 % | 2.943.438 $ | -166.569 $ | -5,4 % | |||
| CWM, LLC | 5.440.723 $ | +5.440.154 $ | +956.090,3 % | 569 $ | +568 $ | +56.800,0 % | 1 $ | +0 $ | +0,0 % | 1 $ | -2 $ | -66,7 % |
| RiverFront Investment Group, LLC | 5.285.569 $ | +606.370 $ | +13,0 % | 4.679.199 $ | +825.105 $ | +21,4 % | 3.854.094 $ | +740.361 $ | +23,8 % | 3.113.733 $ | +376.093 $ | +13,7 % |
| Bernardo Wealth Planning LLC | 5.240.458 $ | +188.408 $ | +3,7 % | 5.052.050 $ | +219.375 $ | +4,5 % | 4.832.675 $ | +4.828.035 $ | +104.052,5 % | 4.640 $ | -380 $ | -7,6 % |
| Anderson Financial Strategies, LLC | 5.071.105 $ | +184.154 $ | +3,8 % | 4.886.951 $ | +56.697 $ | +1,2 % | 4.830.254 $ | |||||
| Uniting Wealth Partners, LLC | 4.731.182 $ | +472.350 $ | +11,1 % | 4.258.832 $ | ||||||||
| CONSILIO WEALTH ADVISORS, LLC | 4.554.388 $ | -142.871 $ | -3,0 % | 4.697.259 $ | +140.181 $ | +3,1 % | 4.557.078 $ | +144.966 $ | +3,3 % | 4.412.112 $ | -324.357 $ | -6,8 % |
| Capital Asset Advisory Services LLC | 4.615.968 $ | +878.164 $ | +23,5 % | 3.737.804 $ | +430.763 $ | +13,0 % | 3.307.041 $ | +362.029 $ | +12,3 % | 2.945.012 $ | -209.412 $ | -6,6 % |
| Montis Financial, LLC | 2.004.497 $ | -158.600 $ | -7,3 % | 2.163.097 $ | -1.066.327 $ | -33,0 % | 3.229.424 $ | -987.552 $ | -23,4 % | 4.216.976 $ | -1.591.444 $ | -27,4 % |
| Strid Group, LLC | 4.077.190 $ | +488.902 $ | +13,6 % | 3.588.288 $ | +21.551 $ | +0,6 % | 3.566.737 $ | +144.374 $ | +4,2 % | 3.422.363 $ | +28.417 $ | +0,8 % |
| EVERGREEN CAPITAL MANAGEMENT LLC | 3.333.803 $ | -185.569 $ | -5,3 % | 3.519.372 $ | -411.045 $ | -10,5 % | 3.930.417 $ | -21.259 $ | -0,5 % | 3.951.676 $ | -339.532 $ | -7,9 % |
| Retirement Planning Group, LLC | 3.948.282 $ | +924.889 $ | +30,6 % | 3.023.393 $ | +476.800 $ | +18,7 % | 2.546.593 $ | +656.299 $ | +34,7 % | 1.890.294 $ | +1.427.356 $ | +308,3 % |
| Convergence Financial, LLC | 3.722.748 $ | +1.692.595 $ | +83,4 % | 2.030.153 $ | +442.870 $ | +27,9 % | 1.587.283 $ | +933.864 $ | +142,9 % | 653.419 $ | +208.756 $ | +46,9 % |
| World Investment Advisors | 2.449.473 $ | -399.562 $ | -14,0 % | 2.849.035 $ | -60.875 $ | -2,1 % | 2.909.910 $ | -722.606 $ | -19,9 % | 3.632.516 $ | -1.518.541 $ | -29,5 % |
| CITADEL ADVISORS LLC | 2.715.505 $ | +768.383 $ | +39,5 % | 1.947.122 $ | -1.634.488 $ | -45,6 % | 3.581.610 $ | +2.150.889 $ | +150,3 % | 1.430.721 $ | +520.916 $ | +57,3 % |
| DAVENPORT & Co LLC | 3.447.878 $ | +846.115 $ | +32,5 % | 2.601.763 $ | +2.155.679 $ | +483,2 % | 446.084 $ | -3.750 $ | -0,8 % | 449.834 $ | -7.322 $ | -1,6 % |
| NewEdge Advisors, LLC | 3.399.449 $ | +1.203.014 $ | +54,8 % | 2.196.435 $ | +185.188 $ | +9,2 % | 2.011.247 $ | +145.176 $ | +7,8 % | 1.866.071 $ | -380.062 $ | -16,9 % |
| Private Advisor Group, LLC | 2.688.166 $ | -70.572 $ | -2,6 % | 2.758.738 $ | -106.789 $ | -3,7 % | 2.865.527 $ | -469.820 $ | -14,1 % | 3.335.347 $ | +469.596 $ | +16,4 % |
| Merit Financial Group, LLC | 1.771.866 $ | -293.950 $ | -14,2 % | 2.065.816 $ | +952.365 $ | +85,5 % | 1.113.451 $ | -2.006.905 $ | -64,3 % | 3.120.356 $ | -406.432 $ | -11,5 % |
| Regal Investment Advisors LLC | 737.874 $ | -245.144 $ | -24,9 % | 983.018 $ | -2.091.802 $ | -68,0 % | 3.074.820 $ | |||||
| FLAGSHIP HARBOR ADVISORS, LLC | 2.848.133 $ | -86.964 $ | -3,0 % | 2.935.097 $ | +1.282.987 $ | +77,7 % | 1.652.110 $ | +964.829 $ | +140,4 % | 687.281 $ | -528.519 $ | -43,5 % |
| CRUX WEALTH ADVISORS | 2.395.788 $ | -276.121 $ | -10,3 % | 2.671.909 $ | -195.687 $ | -6,8 % | 2.867.596 $ | +57.433 $ | +2,0 % | 2.810.163 $ | -85.101 $ | -2,9 % |
| Apollon Financial, LLC | 2.664.030 $ | +595.815 $ | +28,8 % | 2.068.215 $ | +104.984 $ | +5,3 % | 1.963.231 $ | +378.018 $ | +23,8 % | 1.585.213 $ | ||
| MML INVESTORS SERVICES, LLC | 1.709.677 $ | -844.012 $ | -33,1 % | 2.553.689 $ | +667.821 $ | +35,4 % | 1.885.868 $ | +1.883.439 $ | +77.539,7 % | 2.429 $ | +87 $ | +3,7 % |
| Element Wealth, LLC | 1.838.497 $ | -647.709 $ | -26,1 % | 2.486.206 $ | -28.471 $ | -1,1 % | 2.514.677 $ | +23.478 $ | +0,9 % | 2.491.199 $ | -355.642 $ | -12,5 % |
| Landmark Wealth Management, LLC | 2.510.187 $ | +380.855 $ | +17,9 % | 2.129.332 $ | -163.736 $ | -7,1 % | 2.293.068 $ | +2.290.828 $ | +102.269,1 % | 2.240 $ | -35 $ | -1,5 % |
| Cedar Point Capital Partners, LLC | 449.811 $ | -1.669.365 $ | -78,8 % | 2.119.176 $ | -354.796 $ | -14,3 % | 2.473.972 $ | |||||
| GAMMA Investing LLC | 2.307.393 $ | +279.461 $ | +13,8 % | 2.027.932 $ | +664.060 $ | +48,7 % | 1.363.872 $ | +256.929 $ | +23,2 % | 1.106.943 $ | -313.208 $ | -22,1 % |
| Stratos Wealth Partners, LTD. | 2.199.391 $ | +156.643 $ | +7,7 % | 2.042.748 $ | +315.639 $ | +18,3 % | 1.727.109 $ | +408.833 $ | +31,0 % | 1.318.276 $ | +59.190 $ | +4,7 % |
| Garden State Investment Advisory Services LLC | 1.065.915 $ | -550.837 $ | -34,1 % | 1.616.752 $ | -546.453 $ | -25,3 % | 2.163.205 $ | +105.062 $ | +5,1 % | 2.058.143 $ | +811.076 $ | +65,0 % |
| RTD Financial Advisors, Inc. | 2.031.783 $ | +1.081.880 $ | +113,9 % | 949.903 $ | ||||||||
| Sanctuary Advisors, LLC | 1.466.738 $ | +79.404 $ | +5,7 % | 1.387.334 $ | -442.740 $ | -24,2 % | 1.830.074 $ | -95.233 $ | -4,9 % | 1.925.307 $ | -66.845 $ | -3,4 % |
| Wiser Advisor Group LLC | 1.751.998 $ | -88.620 $ | -4,8 % | 1.840.618 $ | +14.434 $ | +0,8 % | 1.826.184 $ | |||||
| FIFTH THIRD SECURITIES, INC. | 1.759.106 $ | -17.896 $ | -1,0 % | 1.777.002 $ | +81.612 $ | +4,8 % | 1.695.390 $ | +421.968 $ | +33,1 % | 1.273.422 $ | +308.865 $ | +32,0 % |
| Thrive Wealth Management, LLC | 1.693.188 $ | -40.671 $ | -2,3 % | 1.733.859 $ | +15.132 $ | +0,9 % | 1.718.727 $ | -50.826 $ | -2,9 % | 1.769.553 $ | +775.515 $ | +78,0 % |
| Independent Advisor Alliance | 1.707.543 $ | |||||||||||
| Kingsview Wealth Management, LLC | 1.705.354 $ | +817.869 $ | +92,2 % | 887.485 $ | +588.349 $ | +196,7 % | 299.136 $ | -37.557 $ | -11,2 % | 336.693 $ | -29.020 $ | -7,9 % |
| Cornerstone Wealth Management, LLC | 1.671.724 $ | +59.499 $ | +3,7 % | 1.612.225 $ | +132.009 $ | +8,9 % | 1.480.216 $ | +81.119 $ | +5,8 % | 1.399.097 $ | +208.465 $ | +17,5 % |
| Sigma Planning Corp | 1.627.487 $ | +1.404.377 $ | +629,5 % | 223.110 $ | +2.687 $ | +1,2 % | 220.423 $ | -322.778 $ | -59,4 % | 543.201 $ | +187.307 $ | +52,6 % |
| LifeGoal Investments, LLC | 496.764 $ | +2.020 $ | +0,4 % | 494.744 $ | -875.111 $ | -63,9 % | 1.369.855 $ | -211.616 $ | -13,4 % | 1.581.471 $ | -307.028 $ | -16,3 % |
| J.W. COLE ADVISORS, INC. | 393.978 $ | -798.265 $ | -67,0 % | 1.192.243 $ | -336.564 $ | -22,0 % | 1.528.807 $ | +10.065 $ | +0,7 % | 1.518.742 $ | ||
| Richard P Slaughter Associates Inc | 1.497.533 $ | +134.823 $ | +9,9 % | 1.362.710 $ | +66.217 $ | +5,1 % | 1.296.493 $ | -74.965 $ | -5,5 % | 1.371.458 $ | +840.771 $ | +158,4 % |
| Cornerstone Wealth Group, LLC | 1.313.803 $ | +127.614 $ | +10,8 % | 1.186.189 $ | -96.012 $ | -7,5 % | 1.282.201 $ | +44.915 $ | +3,6 % | 1.237.286 $ | ||
| Bleakley Financial Group, LLC | 693.485 $ | -3.964 $ | -0,6 % | 697.449 $ | +2.887 $ | +0,4 % | 694.562 $ | -564.659 $ | -44,8 % | 1.259.221 $ | -707.535 $ | -36,0 % |
| Aptus Capital Advisors, LLC | 1.010.605 $ | -223.037 $ | -18,1 % | 1.233.642 $ | ||||||||
| EVOLVE PRIVATE WEALTH, LLC | 1.232.087 $ | +170.268 $ | +16,0 % | 1.061.819 $ | ||||||||
| Patriot Financial Group Insurance Agency, LLC | 1.223.068 $ | +292.033 $ | +31,4 % | 931.035 $ | +29.668 $ | +3,3 % | 901.367 $ | +203.727 $ | +29,2 % | 697.640 $ | -404.654 $ | -36,7 % |
| Magnus Financial Group LLC | 1.155.128 $ | -15.525 $ | -1,3 % | 1.170.653 $ | -45.535 $ | -3,7 % | 1.216.188 $ | +339 $ | +0,0 % | 1.215.849 $ | -46.305 $ | -3,7 % |
| CAPTRUST FINANCIAL ADVISORS | 774.557 $ | -258.706 $ | -25,0 % | 1.033.263 $ | -58.531 $ | -5,4 % | 1.091.794 $ | -77.180 $ | -6,6 % | 1.168.974 $ | -766.463 $ | -39,6 % |
| Westside Investment Management, Inc. | 1.084.566 $ | -24.727 $ | -2,2 % | 1.109.293 $ | -42.795 $ | -3,7 % | 1.152.088 $ | +8.060 $ | +0,7 % | 1.144.028 $ | -116.921 $ | -9,3 % |
| Stonehearth Capital Management, LLC | 942.389 $ | +19.393 $ | +2,1 % | 922.996 $ | -228.139 $ | -19,8 % | 1.151.135 $ | +112.981 $ | +10,9 % | 1.038.154 $ | +123.505 $ | +13,5 % |
| Farther Finance Advisors, LLC | 1.022.397 $ | -86.843 $ | -7,8 % | 1.109.240 $ | ||||||||
| OneAscent Financial Services LLC | 1.092.352 $ | +102.556 $ | +10,4 % | 989.796 $ | +258.485 $ | +35,3 % | 731.311 $ | +730.989 $ | +227.015,2 % | 322 $ | -2 $ | -0,6 % |
| Masso Torrence Wealth Management Inc. | 1.034.264 $ | +24.055 $ | +2,4 % | 1.010.209 $ | +58.956 $ | +6,2 % | ||||||
| Stonebridge Financial Group, LLC | 826.257 $ | -193.748 $ | -19,0 % | 1.020.005 $ | +393.746 $ | +62,9 % | 626.259 $ | +13.750 $ | +2,2 % | 612.509 $ | -15.059 $ | -2,4 % |
| OLD MISSION CAPITAL LLC | 952.672 $ | -13.852 $ | -1,4 % | 966.524 $ | +408.172 $ | +73,1 % | 558.352 $ | |||||
| Financial Advocates Investment Management | 948.196 $ | |||||||||||
| WEST MICHIGAN ADVISORS, LLC | 945.650 $ | +160.153 $ | +20,4 % | 785.497 $ | +22.425 $ | +2,9 % | 763.072 $ | +120.420 $ | +18,7 % | 642.652 $ | +3.530 $ | +0,6 % |
| JOURNEY STRATEGIC WEALTH LLC | 554.230 $ | -3.840 $ | -0,7 % | 558.070 $ | +57.668 $ | +11,5 % | 500.402 $ | -439.084 $ | -46,7 % | 939.486 $ | +209.991 $ | +28,8 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 749.735 $ | +376.987 $ | +101,1 % | 372.748 $ | -555.496 $ | -59,8 % | 928.244 $ | +675.890 $ | +267,8 % | |||
| VICUS CAPITAL | 917.257 $ | +145.809 $ | +18,9 % | 771.448 $ | +198.830 $ | +34,7 % | 572.618 $ | +158.701 $ | +38,3 % | 413.917 $ | -56.378 $ | -12,0 % |
| Savvy Advisors, Inc. | 490.332 $ | -362.110 $ | -42,5 % | 852.442 $ | -11.991 $ | -1,4 % | 864.433 $ | -47.282 $ | -5,2 % | 911.715 $ | ||
| SIGNET FINANCIAL MANAGEMENT, LLC | 819.209 $ | -48.459 $ | -5,6 % | 867.668 $ | +51.660 $ | +6,3 % | 816.008 $ | -24.371 $ | -2,9 % | 840.379 $ | -111.432 $ | -11,7 % |
| Summit Financial, LLC | 862.644 $ | |||||||||||
| Advyzon Investment Management, LLC | 816.703 $ | +1.191 $ | +0,1 % | 815.512 $ | +63.540 $ | +8,4 % | 751.972 $ | +33.667 $ | +4,7 % | 718.305 $ | -101.372 $ | -12,4 % |
| ARKANSAS FINANCIAL GROUP, INC. | 790.113 $ | +222.197 $ | +39,1 % | 567.916 $ | ||||||||
| HARBOUR INVESTMENTS, INC. | 647.769 $ | -75.794 $ | -10,5 % | 723.563 $ | -31.250 $ | -4,1 % | 754.813 $ | +151.019 $ | +25,0 % | 603.794 $ | -225.802 $ | -27,2 % |
| DONALDSON CAPITAL MANAGEMENT, LLC | 741.406 $ | -7.081 $ | -0,9 % | 748.487 $ | +2.679 $ | +0,4 % | 745.808 $ | +13.205 $ | +1,8 % | 732.603 $ | -3.253 $ | -0,4 % |
| Leelyn Smith, LLC | 559.512 $ | +10.865 $ | +2,0 % | 548.647 $ | -175.664 $ | -24,3 % | 724.311 $ | +4.101 $ | +0,6 % | 720.210 $ | -72.941 $ | -9,2 % |
| &PARTNERS | 422.036 $ | -283.879 $ | -40,2 % | 705.915 $ | +3.795 $ | +0,5 % | 702.120 $ | +18.493 $ | +2,7 % | 683.627 $ | +162.776 $ | +31,3 % |
| PRIVATE TRUST CO NA | 562.776 $ | +295.450 $ | +110,5 % | |||||||||
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 545.662 $ | -235 $ | -0,0 % | 545.897 $ | ||||||||
| Oregon Pacific Wealth Management, LLC | 255.211 $ | -254.499 $ | -49,9 % | 509.710 $ | +234.867 $ | +85,5 % | 274.843 $ | -10.046 $ | -3,5 % | |||
| Keystone Financial Services, LLC | 423.374 $ | +24.799 $ | +6,2 % | 398.575 $ | +13.224 $ | +3,4 % | 385.351 $ | +35.225 $ | +10,1 % | 350.126 $ | +73.908 $ | +26,8 % |
| ARMSTRONG ADVISORY GROUP, INC | 406.770 $ | -3.885 $ | -0,9 % | 410.655 $ | +1.470 $ | +0,4 % | 409.185 $ | +7.245 $ | +1,8 % | 401.940 $ | -3.990 $ | -1,0 % |
| Princeton Global Asset Management LLC | 387.671 $ | +103.420 $ | +36,4 % | 284.251 $ | +48.755 $ | +20,7 % | 235.496 $ | +4.170 $ | +1,8 % | 231.326 $ | +102.903 $ | +80,1 % |
| Arete Wealth Advisors, LLC | 383.233 $ | +382.929 $ | +125.963,5 % | 304 $ | -17 $ | -5,3 % | 321 $ | -164 $ | -33,8 % | 485 $ | +108 $ | +28,6 % |
| Focus Partners Advisor Solutions, LLC | 220.082 $ | -1.307 $ | -0,6 % | 221.389 $ | -134.270 $ | -37,8 % | 355.659 $ | -1.734 $ | -0,5 % | |||
| Opal Wealth Advisors, LLC | 340.518 $ | +4.014 $ | +1,2 % | 336.504 $ | -223 $ | -0,1 % | 336.727 $ | +23.409 $ | +7,5 % | 313.318 $ | -411.673 $ | -56,8 % |
| Argent Trust Co | 312.748 $ | -2.987 $ | -0,9 % | 315.735 $ | +1.131 $ | +0,4 % | 314.604 $ | -6.451 $ | -2,0 % | 321.055 $ | ||
| HB Wealth Management, LLC | 319.915 $ | +19.668 $ | +6,6 % | 300.247 $ | +20.949 $ | +7,5 % | 279.298 $ | +63.207 $ | +29,3 % | 216.091 $ | -29.220 $ | -11,9 % |
| Certified Advisory Corp | 316.171 $ | -924 $ | -0,3 % | 317.095 $ | +18.535 $ | +6,2 % | 298.560 $ | |||||
| Wealthspire Retirement, LLC | 312.418 $ | |||||||||||
| EVOLUTION WEALTH MANAGEMENT INC. | 300.274 $ | +97.098 $ | +47,8 % | 203.176 $ | +88.331 $ | +76,9 % | 114.845 $ | |||||
| Elequin Capital, LP | 285.243 $ | |||||||||||
| Madison Wealth Partners, Inc | 210.321 $ | -73.372 $ | -25,9 % | 283.693 $ | -1.260 $ | -0,4 % | ||||||
| Quad-Cities Investment Group, LLC | 223.061 $ | -58.899 $ | -20,9 % | 281.960 $ | +3.891 $ | +1,4 % | ||||||
| Prostatis Group LLC | 239.375 $ | +250 $ | +0,1 % | 239.125 $ | -32.170 $ | -11,9 % | 271.295 $ | -94.852 $ | -25,9 % | |||
| BENJAMIN EDWARDS INC | 268.923 $ | +2.747 $ | +1,0 % | 266.176 $ | +23.357 $ | +9,6 % | 242.819 $ | |||||
| AdvisorNet Financial, Inc | 262.374 $ | -2.321 $ | -0,9 % | 264.695 $ | +1.118 $ | +0,4 % | 263.577 $ | +4.835 $ | +1,9 % | 258.742 $ | -981 $ | -0,4 % |
| Strategic Blueprint, LLC | 261.495 $ | -2.498 $ | -0,9 % | 263.993 $ | +945 $ | +0,4 % | 263.048 $ | |||||
| Exit Wealth Advisors, LLC. | 262.515 $ | |||||||||||
| LIBERTY SQUARE WEALTH PARTNERS LLC | 255.607 $ | -2.441 $ | -0,9 % | 258.048 $ | ||||||||
| AQR CAPITAL MANAGEMENT LLC | 255.726 $ | |||||||||||
| Friday Financial | 246.638 $ | -1.353 $ | -0,5 % | |||||||||
| HILL ISLAND FINANCIAL LLC | 224.669 $ | +19.862 $ | +9,7 % | 204.807 $ | -5.491 $ | -2,6 % | 210.298 $ | |||||
| Fermata Advisors, LLC | 220.989 $ | -1.745 $ | -0,8 % | 222.734 $ | +233 $ | +0,1 % | 222.501 $ | +4.885 $ | +2,2 % | 217.616 $ | -201.843 $ | -48,1 % |
| Rockefeller Capital Management L.P. | 217.220 $ | +114.677 $ | +111,8 % | 102.543 $ | +1.235 $ | +1,2 % | 101.308 $ | |||||
| FLPUTNAM INVESTMENT MANAGEMENT CO | 214.406 $ | -952 $ | -0,4 % | |||||||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 208.722 $ | -5.147 $ | -2,4 % | |||||||||
| Equitable Holdings, Inc. | 208.242 $ | |||||||||||
| MGO ONE SEVEN LLC | 204.295 $ | +214 $ | +0,1 % | 204.081 $ | +4.480 $ | +2,2 % | 199.601 $ | |||||
| Cambria Investment Management, L.P. | 192.750 $ | |||||||||||
| Empowered Funds, LLC | 192.750 $ | |||||||||||
| COMERICA BANK | 118.955 $ | -29.210 $ | -19,7 % | 148.165 $ | +2.623 $ | +1,8 % | 145.542 $ | -202.510 $ | -58,2 % | |||
| Longview Financial Advisors LLC | 117.383 $ | -1.121 $ | -0,9 % | 118.504 $ | +424 $ | +0,4 % | 118.080 $ | +2.091 $ | +1,8 % | 115.989 $ | -515 $ | -0,4 % |
| FIFTH THIRD BANCORP | 117.830 $ | |||||||||||
| United Community Bank | 115.445 $ | -1.103 $ | -0,9 % | 116.548 $ | +417 $ | +0,4 % | 116.131 $ | |||||
| WELLS FARGO & COMPANY/MN | 36 $ | -105.231 $ | -100,0 % | 105.267 $ | +78.930 $ | +299,7 % | 26.337 $ | +2.578 $ | +10,9 % | 23.759 $ | +23.744 $ | +158.293,3 % |
| PlanVest Financial, Inc | 69.692 $ | |||||||||||
| MORGAN STANLEY | 69.130 $ | +56.635 $ | +453,3 % | 12.495 $ | -387 $ | -3,0 % | 12.882 $ | -24.093 $ | -65,2 % | 36.975 $ | -105.521 $ | -74,1 % |
| HUNTINGTON NATIONAL BANK | 53.229 $ | |||||||||||
| UBS Group AG | 507 $ | -21.280 $ | -97,7 % | 21.787 $ | -3.005 $ | -12,1 % | 24.792 $ | -17.923 $ | -42,0 % | 42.715 $ | +11.334 $ | +36,1 % |
| ABOUND FINANCIAL, LLC | 27.041 $ | -258 $ | -0,9 % | 27.299 $ | +461 $ | +1,7 % | ||||||
| Tanglewood Legacy Advisors, LLC | 24.391 $ | +536 $ | +2,2 % | 23.855 $ | -587 $ | -2,4 % | ||||||
| Parallel Advisors, LLC | 18.324 $ | |||||||||||
| Ascentis Independent Advisors | 18.246 $ | |||||||||||
| CIBC Private Wealth Group LLC | 16.212 $ | |||||||||||
| AE Wealth Management LLC | 12.552 $ | |||||||||||
| Janney Montgomery Scott LLC | 5.583 $ | -247 $ | -4,2 % | 5.830 $ | +101 $ | +1,8 % | 5.729 $ | +116 $ | +2,1 % | |||
| Cambridge Investment Research Advisors, Inc. | 1.345 $ | -56 $ | -4,0 % | 1.401 $ | -113 $ | -7,5 % | 1.514 $ | -2.653 $ | -63,7 % | 4.167 $ | +20 $ | +0,5 % |
| NATIXIS ADVISORS, LLC | 1.712 $ | +768 $ | +81,4 % | 944 $ | +689 $ | +270,2 % | 255 $ | |||||
| FLOW TRADERS U.S. LLC | 794 $ | -894 $ | -53,0 % | 1.688 $ | +824 $ | +95,4 % | 864 $ | +2 $ | +0,2 % | 862 $ | +427 $ | +98,2 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 973 $ | -34 $ | -3,4 % | 1.007 $ | +46 $ | +4,8 % | 961 $ | |||||
| Capital Analysts, LLC | 685 $ | -179 $ | -20,7 % | 864 $ | +166 $ | +23,8 % | 698 $ | -2 $ | -0,3 % | |||
| USAdvisors Wealth Management, LLC | 441 $ | +16 $ | +3,8 % | 425 $ | -13 $ | -3,0 % | 438 $ | -101 $ | -18,7 % | 539 $ | +7 $ | +1,3 % |
| Basepoint Wealth LLC | 387 $ | |||||||||||
| Smartleaf Asset Management LLC | 348 $ | +310 $ | +815,8 % | 38 $ | ||||||||
| 866.345.405 $ | +61.966.658 $ | +7.976,0 % | 801.130.986 $ | +15.861.728 $ | +1.124,1 % | 758.611.714 $ | -43.848.026 $ | +5.239,4 % | 787.138.744 $ | +3.192.848 $ | +1.410,6 % | |