| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 20.015.970 $ | +8.416.420 $ | +5,3 % | 235.350.433 $ | -98.572.048 $ | +1.447,8 % | 341.033.094 $ | -4.080.678.244 $ | +941,2 % | 4.418.680.872 $ | +2.262.376.231 $ | +70,2 % | |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1.592.585 $ | -541.834 $ | -25,4 % | 2.134.419 $ | -4.078.758.581 $ | -99,9 % | 4.080.893.000 $ | +2.258.632.000 $ | +123,9 % | |||
| MORGAN STANLEY | 49.577.351 $ | -36.117.279 $ | -42,1 % | 85.694.630 $ | -2.847.530 $ | -3,2 % | 88.542.160 $ | -7.288.534 $ | -7,6 % | |||
| GOLDMAN SACHS GROUP INC | 19.870.721 $ | -12.919.485 $ | -39,4 % | 32.790.206 $ | -904.438 $ | -2,7 % | 33.694.644 $ | +4.601.162 $ | +15,8 % | |||
| BANK OF AMERICA CORP /DE/ | 2.793.486 $ | -23.222.482 $ | -89,3 % | 26.015.968 $ | -1.006.793 $ | -3,7 % | 27.022.761 $ | -9.029.917 $ | -25,0 % | |||
| BlackRock, Inc. | 15.684.589 $ | -6.776.799 $ | -30,2 % | 22.461.388 $ | -1.030.753 $ | -4,4 % | 23.492.141 $ | +1.660.752 $ | +7,6 % | |||
| NORTHERN TRUST CORP | 12.524.682 $ | -6.702.077 $ | -34,9 % | 19.226.759 $ | -926.790 $ | -4,6 % | 20.153.549 $ | +3.199.094 $ | +18,9 % | |||
| ROYAL BANK OF CANADA | 10.658.000 $ | -1.335.000 $ | -11,1 % | 11.993.000 $ | -856.000 $ | -6,7 % | 12.849.000 $ | +1.412.000 $ | +12,3 % | |||
| FMR LLC | 9.190.741 $ | -3.407.390 $ | -27,0 % | 12.598.131 $ | +627.574 $ | +5,2 % | 11.970.557 $ | +2.527.201 $ | +26,8 % | |||
| AMERICAN CENTURY COMPANIES INC | 9.888.549 $ | -1.978.407 $ | -16,7 % | 11.866.956 $ | +2.700.858 $ | +29,5 % | 9.166.098 $ | +2.234.301 $ | +32,2 % | |||
| DIMENSIONAL FUND ADVISORS LP | 6.607.977 $ | -2.431.654 $ | -26,9 % | 9.039.631 $ | -668.360 $ | -6,9 % | 9.707.991 $ | +924.739 $ | +10,5 % | |||
| BARCLAYS PLC | 9.499.687 $ | +5.627.866 $ | +145,4 % | 3.871.821 $ | +3.276.964 $ | +550,9 % | 594.857 $ | +130.904 $ | +28,2 % | 463.953 $ | -4.700.488 $ | -91,0 % |
| GABELLI FUNDS LLC | 5.746.950 $ | -1.690.170 $ | -22,7 % | 7.437.120 $ | -219.600 $ | -2,9 % | 7.656.720 $ | +834.480 $ | +12,2 % | |||
| OPPENHEIMER & CO INC | 6.355.049 $ | +5.875.360 $ | +1.224,8 % | 479.689 $ | ||||||||
| Generali Investments CEE, investicni spolecnost, a.s. | 5.796.312 $ | +2.311.395 $ | +66,3 % | 3.484.917 $ | -901.599 $ | -20,6 % | 4.386.516 $ | -77.407 $ | -1,7 % | 4.463.923 $ | +1.420.451 $ | +46,7 % |
| Carrera Capital Advisors | 4.806.225 $ | -619.671 $ | -11,4 % | 5.425.896 $ | -13.701 $ | -0,3 % | 5.439.597 $ | |||||
| NIA IMPACT ADVISORS, LLC | 3.663.700 $ | -1.280.323 $ | -25,9 % | 4.944.023 $ | -117.727 $ | -2,3 % | 5.061.750 $ | +510.579 $ | +11,2 % | |||
| FIRST TRUST ADVISORS LP | 4.510.175 $ | -172.647 $ | -3,7 % | 4.682.822 $ | +3.707.404 $ | +380,1 % | 975.418 $ | +37.213 $ | +4,0 % | |||
| OLD MISSION CAPITAL LLC | 4.349.910 $ | +2.193.166 $ | +101,7 % | 2.156.744 $ | +1.134.442 $ | +111,0 % | 1.022.302 $ | -725.645 $ | -41,5 % | |||
| Optiver Holding B.V. | 4.014.696 $ | +2.571.468 $ | +178,2 % | 1.443.228 $ | -579.124 $ | -28,6 % | 2.022.352 $ | -1.657.855 $ | -45,0 % | |||
| CIBC WORLD MARKET INC. | 3.033.017 $ | -766.422 $ | -20,2 % | 3.799.439 $ | -127.276 $ | -3,2 % | 3.926.715 $ | +319.181 $ | +8,8 % | |||
| BANK OF MONTREAL /CAN/ | 2.298.047 $ | -524.208 $ | -18,6 % | 2.822.255 $ | -497.425 $ | -15,0 % | 3.319.680 $ | +339.908 $ | +11,4 % | |||
| Point72 Asset Management, L.P. | 3.085.416 $ | +2.444.848 $ | +381,7 % | 640.568 $ | -1.213.467 $ | -65,5 % | 1.854.035 $ | -853.891 $ | -31,5 % | |||
| Mariner, LLC | 1.158.109 $ | -1.413.822 $ | -55,0 % | 2.571.931 $ | -356.512 $ | -12,2 % | 2.928.443 $ | +861.050 $ | +41,6 % | |||
| CITADEL ADVISORS LLC | 1.026.197 $ | -1.666.726 $ | -61,9 % | 2.692.923 $ | +2.352.549 $ | +691,2 % | 340.374 $ | -471.491 $ | -58,1 % | |||
| Capital Wealth Planning, LLC | 2.636.484 $ | |||||||||||
| Ethic Inc. | 2.016.248 $ | -501.852 $ | -19,9 % | 2.518.100 $ | +312.440 $ | +14,2 % | 2.205.660 $ | +315.660 $ | +16,7 % | |||
| Drum Hill Capital, LLC | 1.906.574 $ | -521.915 $ | -21,5 % | 2.428.489 $ | -81.760 $ | -3,3 % | 2.510.249 $ | +215.730 $ | +9,4 % | |||
| STIFEL FINANCIAL CORP | 1.671.595 $ | -554.194 $ | -24,9 % | 2.225.789 $ | -270.899 $ | -10,9 % | 2.496.688 $ | +271.687 $ | +12,2 % | |||
| Cerity Partners LLC | 1.387.025 $ | -794.073 $ | -36,4 % | 2.181.098 $ | -191.121 $ | -8,1 % | 2.372.219 $ | +252.604 $ | +11,9 % | |||
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.758.636 $ | -547.476 $ | -23,7 % | 2.306.112 $ | +443.468 $ | +23,8 % | 1.862.644 $ | +436.917 $ | +30,6 % | |||
| Crossmark Global Holdings, Inc. | 1.363.327 $ | -660.504 $ | -32,6 % | 2.023.831 $ | -59.686 $ | -2,9 % | 2.083.517 $ | +226.432 $ | +12,2 % | |||
| HORIZON KINETICS ASSET MANAGEMENT LLC | 822.384 $ | -266.748 $ | -24,5 % | 1.089.132 $ | -834.440 $ | -43,4 % | 1.923.572 $ | +103.480 $ | +5,7 % | |||
| Vident Advisory, LLC | 1.200.664 $ | -503.153 $ | -29,5 % | 1.703.817 $ | -124.638 $ | -6,8 % | 1.828.455 $ | +142.145 $ | +8,4 % | |||
| AMERIPRISE FINANCIAL INC | 1.366.539 $ | -457.885 $ | -25,1 % | 1.824.424 $ | +24.619 $ | +1,4 % | 1.799.805 $ | +287.333 $ | +19,0 % | |||
| MILLENNIUM MANAGEMENT LLC | 728.947 $ | -20.424 $ | -2,7 % | 749.371 $ | -1.009.316 $ | -57,4 % | 1.758.687 $ | -589.678 $ | -25,1 % | |||
| Advisors Preferred, LLC | 1.695.069 $ | |||||||||||
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.580.930 $ | +1.533.920 $ | +3.263,0 % | |||||||||
| LPL Financial LLC | 889.332 $ | -464.261 $ | -34,3 % | 1.353.593 $ | -44.385 $ | -3,2 % | 1.397.978 $ | +166.176 $ | +13,5 % | |||
| Qube Research & Technologies Ltd | 1.376.498 $ | +1.251.051 $ | +997,3 % | |||||||||
| JANE STREET GROUP, LLC | 1.348.431 $ | +706.111 $ | +109,9 % | 642.320 $ | +359.027 $ | +126,7 % | 283.293 $ | -1.081.887 $ | -79,2 % | |||
| AQR CAPITAL MANAGEMENT LLC | 1.010.804 $ | -264.296 $ | -20,7 % | 1.275.100 $ | +39.959 $ | +3,2 % | 1.235.141 $ | +682.722 $ | +123,6 % | |||
| JPMORGAN CHASE & CO | 697.478 $ | -518.432 $ | -42,6 % | 1.215.910 $ | +290.080 $ | +31,3 % | 925.830 $ | +458.918 $ | +98,3 % | |||
| ASSETMARK, INC | 1.165.513 $ | +457.574 $ | +64,6 % | 707.939 $ | +207.245 $ | +41,4 % | 500.694 $ | +177.978 $ | +55,2 % | 322.716 $ | +213.150 $ | +194,5 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 713.278 $ | -347.075 $ | -32,7 % | 1.060.353 $ | +17.575 $ | +1,7 % | 1.042.778 $ | +229.487 $ | +28,2 % | |||
| QRG CAPITAL MANAGEMENT, INC. | 583.135 $ | -156.505 $ | -21,2 % | 739.640 $ | -316.916 $ | -30,0 % | 1.056.556 $ | +97.160 $ | +10,1 % | |||
| RAYMOND JAMES FINANCIAL INC | 927.545 $ | -68.859 $ | -6,9 % | 996.404 $ | -17.649 $ | -1,7 % | 1.014.053 $ | -172.153 $ | -14,5 % | |||
| UBS Group AG | 973.616 $ | +342.928 $ | +54,4 % | 630.688 $ | -91.827 $ | -12,7 % | 722.515 $ | +547.518 $ | +312,9 % | |||
| Laird Norton Wetherby Wealth Management, LLC | 903.778 $ | -58.595 $ | -6,1 % | 962.373 $ | ||||||||
| Vanguard Personalized Indexing Management, LLC | 525.775 $ | -362.048 $ | -40,8 % | 887.823 $ | -64.943 $ | -6,8 % | 952.766 $ | +374.515 $ | +64,8 % | |||
| Pathstone Holdings, LLC | 752.101 $ | -187.204 $ | -19,9 % | 939.305 $ | +14.712 $ | +1,6 % | 924.593 $ | +117.545 $ | +14,6 % | |||
| GUGGENHEIM CAPITAL LLC | 732.390 $ | -101.690 $ | -12,2 % | 834.080 $ | -88.696 $ | -9,6 % | 922.776 $ | +218.790 $ | +31,1 % | |||
| Abacus Wealth Partners, LLC | 881.321 $ | |||||||||||
| STERLING INVESTMENT MANAGEMENT, LLC | 846.358 $ | |||||||||||
| First Affirmative Financial Network | 822.097 $ | -20.480 $ | -2,4 % | 842.577 $ | +154.952 $ | +22,5 % | ||||||
| US BANCORP \DE\ | 633.520 $ | -164.100 $ | -20,6 % | 797.620 $ | -28.702 $ | -3,5 % | 826.322 $ | +60.126 $ | +7,8 % | |||
| AUXIER ASSET MANAGEMENT LLC | 655.331 $ | +41.525 $ | +6,8 % | 613.806 $ | -183.358 $ | -23,0 % | 797.164 $ | -26.007 $ | -3,2 % | 823.171 $ | +88.075 $ | +12,0 % |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | 620.356 $ | -174.120 $ | -21,9 % | 794.476 $ | -15.403 $ | -1,9 % | 809.879 $ | +121.173 $ | +17,6 % | |||
| Creative Planning | 597.464 $ | -141.877 $ | -19,2 % | 739.341 $ | -27.218 $ | -3,6 % | 766.559 $ | +74.660 $ | +10,8 % | |||
| Henshaw Capital LLC | 754.407 $ | -349.244 $ | -31,6 % | |||||||||
| Laird Norton Wetherby Trust Company, LLC | 721.652 $ | |||||||||||
| Orion Porfolio Solutions, LLC | 317.760 $ | -352.585 $ | -52,6 % | 670.345 $ | +124.356 $ | +22,8 % | 545.989 $ | +100.898 $ | +22,7 % | |||
| Gallacher Capital Management LLC | 346.067 $ | -246.665 $ | -41,6 % | 592.732 $ | +40.654 $ | +7,4 % | 552.078 $ | +79.270 $ | +16,8 % | |||
| WELLS FARGO & COMPANY/MN | 406.604 $ | -183.296 $ | -31,1 % | 589.900 $ | +18.409 $ | +3,2 % | 571.491 $ | +52.909 $ | +10,2 % | |||
| Ballentine Partners, LLC | 422.893 $ | -128.922 $ | -23,4 % | 551.815 $ | -34.703 $ | -5,9 % | 586.518 $ | +63.987 $ | +12,2 % | |||
| Russell Investments Group, Ltd. | 332.762 $ | -229.557 $ | -40,8 % | 562.319 $ | +162.161 $ | +40,5 % | 400.158 $ | +157.521 $ | +64,9 % | |||
| Aquatic Capital Management LLC | 536.585 $ | +199.517 $ | +59,2 % | 337.068 $ | -203.278 $ | -37,6 % | ||||||
| RHUMBLINE ADVISERS | 428.898 $ | +17.546 $ | +4,3 % | 411.352 $ | -76.987 $ | -15,8 % | 488.339 $ | +21.185 $ | +4,5 % | |||
| YOUSIF CAPITAL MANAGEMENT, LLC | 258.626 $ | +36.825 $ | +16,6 % | 221.801 $ | -81.709 $ | -26,9 % | 303.510 $ | -184.690 $ | -37,8 % | 488.200 $ | +77.160 $ | +18,8 % |
| Investors Research Corp | 8.566 $ | -2.178 $ | -20,3 % | 10.744 $ | -475.573 $ | -97,8 % | 486.317 $ | +53.002 $ | +12,2 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 272.098 $ | -200.191 $ | -42,4 % | 472.289 $ | +39.247 $ | +9,1 % | 433.042 $ | +10.276 $ | +2,4 % | |||
| Naviter Wealth, LLC | 314.472 $ | -119.279 $ | -27,5 % | 433.751 $ | -6.341 $ | -1,4 % | 440.092 $ | +315.082 $ | +252,0 % | |||
| Vestmark Advisory Solutions, Inc. | 438.211 $ | |||||||||||
| GREENLEAF TRUST | 349.952 $ | +21.477 $ | +6,5 % | 328.475 $ | -94.664 $ | -22,4 % | 423.139 $ | -12.494 $ | -2,9 % | 435.633 $ | +43.350 $ | +11,1 % |
| FRANKLIN RESOURCES INC | 334.052 $ | -84.957 $ | -20,3 % | 419.009 $ | -583 $ | -0,1 % | 419.592 $ | +94.543 $ | +29,1 % | |||
| SIGNATUREFD, LLC | 223.041 $ | -56.457 $ | -20,2 % | 279.498 $ | -126.419 $ | -31,1 % | 405.917 $ | -11.986 $ | -2,9 % | 417.903 $ | +41.622 $ | +11,1 % |
| Cetera Investment Advisers | 272.085 $ | -141.311 $ | -34,2 % | 413.396 $ | +117.692 $ | +39,8 % | 295.704 $ | +198.343 $ | +203,7 % | |||
| Atria Investments, Inc | 319.757 $ | -79.929 $ | -20,0 % | 399.686 $ | +118.635 $ | +42,2 % | 281.051 $ | |||||
| Savant Capital, LLC | 83.273 $ | -272.320 $ | -76,6 % | 355.593 $ | -42.065 $ | -10,6 % | 397.658 $ | +265.547 $ | +201,0 % | |||
| American Trust Investment Advisors, LLC | 307.735 $ | -78.264 $ | -20,3 % | 385.999 $ | -11.397 $ | -2,9 % | 397.396 $ | +43.311 $ | +12,2 % | |||
| QUADRANT CAPITAL GROUP LLC | 295.661 $ | -88.662 $ | -23,1 % | 384.323 $ | -9.723 $ | -2,5 % | 394.046 $ | +34.443 $ | +9,6 % | |||
| Neuberger Berman Group LLC | 199.616 $ | -160.428 $ | -44,6 % | 360.044 $ | +24.126 $ | +7,2 % | 335.918 $ | +107.629 $ | +47,1 % | |||
| WELCH & FORBES LLC | 344.018 $ | -10.158 $ | -2,9 % | 354.176 $ | +38.600 $ | +12,2 % | ||||||
| GABELLI & Co INVESTMENT ADVISERS, INC. | 267.300 $ | -67.980 $ | -20,3 % | 335.280 $ | -9.900 $ | -2,9 % | 345.180 $ | +37.620 $ | +12,2 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 333.262 $ | +95 $ | +0,0 % | 333.167 $ | +26.475 $ | +8,6 % | 306.692 $ | +86.030 $ | +39,0 % | |||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 319.448 $ | |||||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 156.253 $ | -130.228 $ | -45,5 % | 286.481 $ | -13.941 $ | -4,6 % | 300.422 $ | +10.920 $ | +3,8 % | |||
| MML INVESTORS SERVICES, LLC | 281.990 $ | -14.656 $ | -4,9 % | 296.646 $ | +296.371 $ | +107.771,3 % | 275 $ | +59 $ | +27,3 % | |||
| Aaron Wealth Advisors LLC | 192.768 $ | -91.433 $ | -32,2 % | 284.201 $ | +578 $ | +0,2 % | 283.623 $ | +19.839 $ | +7,5 % | |||
| Federation des caisses Desjardins du Quebec | 87.912 $ | -195.892 $ | -69,0 % | 283.804 $ | +204.073 $ | +256,0 % | 79.731 $ | +8.689 $ | +12,2 % | |||
| Diversified Trust Co | 280.106 $ | |||||||||||
| Koshinski Asset Management, Inc. | 230.020 $ | +15.370 $ | +7,2 % | 214.650 $ | -54.915 $ | -20,4 % | 269.565 $ | -7.766 $ | -2,8 % | 277.331 $ | +30.351 $ | +12,3 % |
| Callan Family Office, LLC | 240.574 $ | -1.183 $ | -0,5 % | 241.757 $ | -29.884 $ | -11,0 % | 271.641 $ | |||||
| Ellevest, Inc. | 169.306 $ | -64.928 $ | -27,7 % | 234.234 $ | -32.977 $ | -12,3 % | 267.211 $ | +16.741 $ | +6,7 % | |||
| Manske Wealth Management | 195.781 $ | -65.976 $ | -25,2 % | 261.757 $ | -5.114 $ | -1,9 % | 266.871 $ | +26.201 $ | +10,9 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 260.918 $ | +160.187 $ | +159,0 % | 100.731 $ | -103.699 $ | -50,7 % | 204.430 $ | -13.574 $ | -6,2 % | |||
| Compound Planning, Inc. | 129.296 $ | -129.546 $ | -50,0 % | 258.842 $ | +7.608 $ | +3,0 % | 251.234 $ | +114.868 $ | +84,2 % | |||
| SCOTIA CAPITAL INC. | 256.215 $ | |||||||||||
| Vest Financial, LLC | 254.952 $ | +86.220 $ | +51,1 % | 168.732 $ | ||||||||
| Mutual Advisors, LLC | 156.512 $ | -98.126 $ | -38,5 % | 254.638 $ | +46.341 $ | +22,2 % | 208.297 $ | +16.231 $ | +8,5 % | |||
| WCG Wealth Advisors LLC | 250.584 $ | +2.715 $ | +1,1 % | 247.869 $ | +39.281 $ | +18,8 % | ||||||
| SYON CAPITAL LLC | 154.730 $ | -74.109 $ | -32,4 % | 228.839 $ | -15.240 $ | -6,2 % | 244.079 $ | +22.915 $ | +10,4 % | |||
| MGO ONE SEVEN LLC | 192.263 $ | -50.937 $ | -20,9 % | 243.200 $ | +160.615 $ | +194,5 % | ||||||
| Dynasty Wealth Management, LLC | 242.462 $ | |||||||||||
| Cubist Systematic Strategies, LLC | 242.431 $ | -718.228 $ | -74,8 % | |||||||||
| Corient Private Wealth LLC | 146.850 $ | -90.465 $ | -38,1 % | 237.315 $ | -3.400 $ | -1,4 % | 240.715 $ | -2.463 $ | -1,0 % | |||
| SIH Partners, LLLP | 233.543 $ | |||||||||||
| GROUP ONE TRADING LLC | 125.550 $ | -107.622 $ | -46,2 % | 233.172 $ | +151.066 $ | +184,0 % | 82.106 $ | +76.980 $ | +1.501,8 % | |||
| ZEVIN ASSET MANAGEMENT LLC | 232.516 $ | +15.537 $ | +7,2 % | 216.979 $ | +216.707 $ | +79.671,7 % | 272 $ | -8 $ | -2,9 % | 280 $ | +30 $ | +12,0 % |
| Allspring Global Investments Holdings, LLC | 146.080 $ | -75.356 $ | -34,0 % | 221.436 $ | -10.749 $ | -4,6 % | 232.185 $ | +22.441 $ | +10,7 % | |||
| Corient IA LLC | 230.120 $ | +67.020 $ | +41,1 % | |||||||||
| Gitterman Wealth Management, LLC | 226.266 $ | +13.015 $ | +6,1 % | 213.251 $ | +19.595 $ | +10,1 % | ||||||
| Steadtrust LLC | 218.440 $ | -6.450 $ | -2,9 % | 224.890 $ | ||||||||
| Centiva Capital, LP | 220.344 $ | +148.501 $ | +206,7 % | |||||||||
| Modern Wealth Management, LLC | 142.795 $ | -74.854 $ | -34,4 % | 217.649 $ | +11.456 $ | +5,6 % | 206.193 $ | |||||
| DRW Securities, LLC | 132.908 $ | +8.881 $ | +7,2 % | 124.027 $ | +42.952 $ | +53,0 % | 81.075 $ | -132.972 $ | -62,1 % | 214.047 $ | +23.146 $ | +12,1 % |
| GAMMA Investing LLC | 23.961 $ | -25.060 $ | -51,1 % | 49.021 $ | -159.025 $ | -76,4 % | 208.046 $ | +70.471 $ | +51,2 % | 137.575 $ | +64.926 $ | +89,4 % |
| AlphaCore Capital LLC | 102.236 $ | -103.534 $ | -50,3 % | 205.770 $ | +158.581 $ | +336,1 % | 47.189 $ | |||||
| PNC FINANCIAL SERVICES GROUP, INC. | 556 $ | -126.087 $ | -99,6 % | 126.643 $ | -76.994 $ | -37,8 % | 203.637 $ | +1.591 $ | +0,8 % | 202.046 $ | +16.966 $ | +9,2 % |
| Parallel Advisors, LLC | 116.773 $ | -56.823 $ | -32,7 % | 173.596 $ | -24.877 $ | -12,5 % | 198.473 $ | +18.900 $ | +10,5 % | |||
| Caprock Group, LLC | 107.178 $ | -91.235 $ | -46,0 % | 198.413 $ | +36.867 $ | +22,8 % | ||||||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 125.530 $ | -24.000 $ | -16,1 % | 149.530 $ | -44.499 $ | -22,9 % | 194.029 $ | -3.231 $ | -1,6 % | 197.260 $ | +42.436 $ | +27,4 % |
| Ascent Group, LLC | 69.688 $ | -63.119 $ | -47,5 % | 132.807 $ | -63.564 $ | -32,4 % | 196.371 $ | +49.414 $ | +33,6 % | |||
| R Squared Ltd | 194.237 $ | -7.168 $ | -3,6 % | |||||||||
| Vise Technologies, Inc. | 187.499 $ | |||||||||||
| IEQ CAPITAL, LLC | 158.740 $ | -28.227 $ | -15,1 % | 186.967 $ | +60.882 $ | +48,3 % | 126.085 $ | +54.293 $ | +75,6 % | |||
| Brooklyn Investment Group | 46.907 $ | -42.449 $ | -47,5 % | 89.356 $ | -97.482 $ | -52,2 % | 186.838 $ | +76.605 $ | +69,5 % | 110.233 $ | +21.068 $ | +23,6 % |
| Forum Financial Management, LP | 137.858 $ | -35.061 $ | -20,3 % | 172.919 $ | -5.105 $ | -2,9 % | 178.024 $ | +32.566 $ | +22,4 % | |||
| CAPTRUST FINANCIAL ADVISORS | 151.053 $ | -23.180 $ | -13,3 % | 174.233 $ | +24.286 $ | +16,2 % | 149.947 $ | -20.947 $ | -12,3 % | |||
| OSAIC HOLDINGS, INC. | 48.583 $ | -124.978 $ | -72,0 % | 173.561 $ | +20.225 $ | +13,2 % | 153.336 $ | +61.107 $ | +66,3 % | |||
| Checchi Capital Advisers, LLC | 62.463 $ | -108.144 $ | -63,4 % | 170.607 $ | +5.438 $ | +3,3 % | 165.169 $ | -4.110 $ | -2,4 % | |||
| CHOREO, LLC | 118.555 $ | -49.496 $ | -29,5 % | 168.051 $ | -984 $ | -0,6 % | 169.035 $ | +36.444 $ | +27,5 % | |||
| HighTower Advisors, LLC | 102.101 $ | -55.862 $ | -35,4 % | 157.963 $ | -10.359 $ | -6,2 % | 168.322 $ | +1.480 $ | +0,9 % | |||
| Trek Financial, LLC | 159.116 $ | +13.264 $ | +9,1 % | 145.852 $ | +57.418 $ | +64,9 % | 88.434 $ | |||||
| COZAD ASSET MANAGEMENT INC | 159.009 $ | +25.545 $ | +19,1 % | 133.464 $ | ||||||||
| DRIVE WEALTH MANAGEMENT, LLC | 102.227 $ | -47.224 $ | -31,6 % | 149.451 $ | -7.289 $ | -4,7 % | 156.740 $ | +42.283 $ | +36,9 % | |||
| Rockefeller Capital Management L.P. | 155.423 $ | +91.705 $ | +143,9 % | 63.718 $ | +34.979 $ | +121,7 % | 28.739 $ | |||||
| 180 WEALTH ADVISORS, LLC | 85.670 $ | -52.801 $ | -38,1 % | 138.471 $ | -11.651 $ | -7,8 % | 150.122 $ | +13.477 $ | +9,9 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 69.624 $ | -34.426 $ | -33,1 % | 104.050 $ | -40.635 $ | -28,1 % | 144.685 $ | -5.329 $ | -3,6 % | 150.014 $ | +1.676 $ | +1,1 % |
| Smartleaf Asset Management LLC | 107.166 $ | -42.841 $ | -28,6 % | 150.007 $ | +11.950 $ | +8,7 % | 138.057 $ | +44.662 $ | +47,8 % | |||
| BayBridge Capital Group, LLC | 67.013 $ | -79.275 $ | -54,2 % | 146.288 $ | +15.943 $ | +12,2 % | ||||||
| CITIGROUP INC | 142.928 $ | +75.791 $ | +112,9 % | 67.137 $ | -10.184 $ | -13,2 % | 77.321 $ | +9.587 $ | +14,2 % | |||
| EVERGREEN CAPITAL MANAGEMENT LLC | 94.523 $ | -36.272 $ | -27,7 % | 130.795 $ | -8.310 $ | -6,0 % | 139.105 $ | +19.123 $ | +15,9 % | |||
| Glenmede Investment Management, LP | 132.806 $ | -4.779 $ | -3,5 % | 137.585 $ | ||||||||
| Focus Partners Wealth | 80.099 $ | +7.190 $ | +9,9 % | 72.909 $ | -64.172 $ | -46,8 % | 137.081 $ | +14.305 $ | +11,7 % | |||
| COLDSTREAM CAPITAL MANAGEMENT INC | 84.759 $ | -49.280 $ | -36,8 % | 134.039 $ | +103.701 $ | +341,8 % | ||||||
| Providence Wealth Advisors, LLC | 60.173 $ | -43.325 $ | -41,9 % | 103.498 $ | -28.448 $ | -21,6 % | 131.946 $ | |||||
| Quadrature Capital Ltd | 127.689 $ | |||||||||||
| GLENMEDE TRUST CO NA | 126.782 $ | +15.995 $ | +14,4 % | 110.787 $ | -25.643 $ | -18,8 % | ||||||
| Five Oceans Advisors | 117.130 $ | -3.458 $ | -2,9 % | 120.588 $ | +13.142 $ | +12,2 % | ||||||
| Tower Research Capital LLC (TRC) | 110.545 $ | +110.494 $ | +216.654,9 % | 51 $ | -93.064 $ | -99,9 % | 93.115 $ | +53.673 $ | +136,1 % | |||
| EverSource Wealth Advisors, LLC | 80.385 $ | -26.945 $ | -25,1 % | 107.330 $ | -2.025 $ | -1,9 % | 109.355 $ | +62.521 $ | +133,5 % | |||
| Verition Fund Management LLC | 107.742 $ | +33.779 $ | +45,7 % | 73.963 $ | ||||||||
| WINTON GROUP Ltd | 106.515 $ | |||||||||||
| TWO SIGMA SECURITIES, LLC | 104.304 $ | +43.934 $ | +72,8 % | |||||||||
| Summit Financial, LLC | 81.185 $ | -16.407 $ | -16,8 % | 97.592 $ | -6.200 $ | -6,0 % | 103.792 $ | +14.269 $ | +15,9 % | |||
| Concurrent Investment Advisors, LLC | 102.211 $ | -62.041 $ | -37,8 % | |||||||||
| Bryn Mawr Trust Advisors, LLC | 77.796 $ | -19.786 $ | -20,3 % | 97.582 $ | -2.881 $ | -2,9 % | 100.463 $ | +10.949 $ | +12,2 % | |||
| Dorsey & Whitney Trust CO LLC | 71.919 $ | -23.809 $ | -24,9 % | 95.728 $ | -970 $ | -1,0 % | 96.698 $ | -40.208 $ | -29,4 % | |||
| Sequoia Financial Advisors, LLC | 71.074 $ | -23.445 $ | -24,8 % | 94.519 $ | ||||||||
| Wilmington Savings Fund Society, FSB | 62.992 $ | -31.404 $ | -33,3 % | 94.396 $ | +36.025 $ | +61,7 % | ||||||
| SAGE RHINO CAPITAL LLC | 55.497 $ | -37.782 $ | -40,5 % | 93.279 $ | -144 $ | -0,2 % | 93.423 $ | +9.520 $ | +11,3 % | |||
| Defined Financial Planning LLC | 91.981 $ | |||||||||||
| BTG Pactual Asset Management US LLC | 91.023 $ | +0 $ | +0,0 % | 91.023 $ | +0 $ | +0,0 % | 91.023 $ | +14.911 $ | +19,6 % | |||
| Decatur Capital Management, Inc. | 87.079 $ | +9.490 $ | +12,2 % | |||||||||
| Blue Trust, Inc. | 17.350 $ | -48.537 $ | -73,7 % | 65.887 $ | -20.680 $ | -23,9 % | 86.567 $ | -8.721 $ | -9,2 % | |||
| Merit Financial Group, LLC | 84.523 $ | +1.922 $ | +2,3 % | 82.601 $ | ||||||||
| Connor, Clark & Lunn Investment Management Ltd. | 83.770 $ | |||||||||||
| VSM Wealth Advisory, LLC | 83.367 $ | +16.265 $ | +24,2 % | 67.102 $ | -1.981 $ | -2,9 % | 69.083 $ | +7.529 $ | +12,2 % | |||
| Wedmont Private Capital | 64.931 $ | -14.087 $ | -17,8 % | 79.018 $ | -4.301 $ | -5,2 % | 83.319 $ | +11.306 $ | +15,7 % | |||
| SmartHarvest Portfolios, LLC | 81.547 $ | |||||||||||
| BSW Wealth Partners | 67.640 $ | -6.127 $ | -8,3 % | 73.767 $ | -7.288 $ | -9,0 % | 81.055 $ | -3.776 $ | -4,5 % | |||
| TRUIST FINANCIAL CORP | 57.608 $ | -23.429 $ | -28,9 % | 81.037 $ | +2.877 $ | +3,7 % | 78.160 $ | +22.935 $ | +41,5 % | |||
| Hudson Portfolio Management LLC | 79.726 $ | |||||||||||
| Optas, LLC | 57.243 $ | -17.875 $ | -23,8 % | 75.118 $ | -4.374 $ | -5,5 % | 79.492 $ | -16.271 $ | -17,0 % | |||
| Lido Advisors, LLC | 78.227 $ | +696 $ | +0,9 % | 77.531 $ | ||||||||
| Traveka Wealth, LLC | 57.636 $ | -16.253 $ | -22,0 % | 73.889 $ | -2.181 $ | -2,9 % | 76.070 $ | +6.510 $ | +9,4 % | |||
| Florida Trust Wealth Management Co | 60.670 $ | +4.476 $ | +8,0 % | 56.194 $ | -14.291 $ | -20,3 % | 70.485 $ | -2.081 $ | -2,9 % | 72.566 $ | +7.908 $ | +12,2 % |
| BNP PARIBAS FINANCIAL MARKETS | 70.377 $ | +3.011 $ | +4,5 % | 67.366 $ | +67.298 $ | +98.967,6 % | 68 $ | +7 $ | +11,5 % | |||
| Sunpointe, LLC | 64.557 $ | -4.127 $ | -6,0 % | 68.684 $ | +9.362 $ | +15,8 % | ||||||
| Prospect Financial Group LLC | 51.787 $ | -13.836 $ | -21,1 % | 65.623 $ | -1.938 $ | -2,9 % | 67.561 $ | +7.358 $ | +12,2 % | |||
| ICONIQ Capital, LLC | 67.535 $ | -35.745 $ | -34,6 % | |||||||||
| GFS Advisors, LLC | 51.297 $ | -13.046 $ | -20,3 % | 64.343 $ | -1.657 $ | -2,5 % | 66.000 $ | +7.000 $ | +11,9 % | |||
| PDS Planning, Inc | 47.579 $ | -11.034 $ | -18,8 % | 58.613 $ | -5.978 $ | -9,3 % | 64.591 $ | +6.145 $ | +10,5 % | |||
| Hamilton Capital, LLC | 64.062 $ | +6.185 $ | +10,7 % | |||||||||
| Clarius Group, LLC | 61.777 $ | +6.733 $ | +12,2 % | |||||||||
| KEYBANK NATIONAL ASSOCIATION/OH | 61.311 $ | |||||||||||
| FLPUTNAM INVESTMENT MANAGEMENT CO | 60.847 $ | +2.370 $ | +4,1 % | 58.477 $ | ||||||||
| SeaCrest Wealth Management, LLC | 49.041 $ | -11.682 $ | -19,2 % | 60.723 $ | +2.309 $ | +4,0 % | 58.414 $ | +6.366 $ | +12,2 % | |||
| EARNED WEALTH ADVISORS, LLC | 60.645 $ | +4.683 $ | +8,4 % | 55.962 $ | ||||||||
| SEI INVESTMENTS CO | 51.070 $ | -9.460 $ | -15,6 % | 60.530 $ | ||||||||
| Williams Jones Wealth Management, LLC. | 49.376 $ | +3.299 $ | +7,2 % | 46.077 $ | -11.718 $ | -20,3 % | 57.795 $ | -1.707 $ | -2,9 % | 59.502 $ | +6.485 $ | +12,2 % |
| Moors & Cabot, Inc. | 57.718 $ | -1.704 $ | -2,9 % | 59.422 $ | +6.476 $ | +12,2 % | ||||||
| Choate Investment Advisors | 59.118 $ | |||||||||||
| RITHOLTZ WEALTH MANAGEMENT | 55.863 $ | -1.641 $ | -2,9 % | 57.504 $ | +7.707 $ | +15,5 % | ||||||
| STATE STREET CORP | 44.005 $ | -8.893 $ | -16,8 % | 52.898 $ | -3.336 $ | -5,9 % | 56.234 $ | +7.709 $ | +15,9 % | |||
| HighPoint Advisor Group LLC | 56.058 $ | +981 $ | +1,8 % | 55.077 $ | +2.028 $ | +3,8 % | ||||||
| Avantax Planning Partners, Inc. | 42.780 $ | -10.880 $ | -20,3 % | 53.660 $ | -1.584 $ | -2,9 % | 55.244 $ | +1.360 $ | +2,5 % | |||
| PITCAIRN CO | 55.182 $ | -12.607 $ | -18,6 % | |||||||||
| COMMERCE BANK | 43.768 $ | -11.131 $ | -20,3 % | 54.899 $ | ||||||||
| StoneX Group Inc. | 54.412 $ | |||||||||||
| Perpetual Ltd | 52.796 $ | -1.559 $ | -2,9 % | 54.355 $ | +5.924 $ | +12,2 % | ||||||
| WRAPMANAGER INC | 52.943 $ | |||||||||||
| GAMCO INVESTORS, INC. ET AL | 40.500 $ | -10.300 $ | -20,3 % | 50.800 $ | -1.500 $ | -2,9 % | 52.300 $ | +5.700 $ | +12,2 % | |||
| Momentous Wealth Management, Inc. | 50.871 $ | +1.144 $ | +2,3 % | |||||||||
| New Vernon Capital Holdings II LLC | 48.469 $ | +3.239 $ | +7,2 % | 45.230 $ | ||||||||
| New Republic Capital, LLC | 44.361 $ | |||||||||||
| ATWOOD & PALMER INC | 34.284 $ | -8.719 $ | -20,3 % | 43.003 $ | -1.269 $ | -2,9 % | 44.272 $ | |||||
| Tranquilli Financial Advisor LLC | 42.853 $ | |||||||||||
| XPONANCE LLC | 40.532 $ | |||||||||||
| Arax Advisory Partners | 21.478 $ | -16.855 $ | -44,0 % | 38.333 $ | +33.599 $ | +709,7 % | 4.734 $ | +3.256 $ | +220,3 % | |||
| Cromwell Holdings LLC | 28.187 $ | -5.697 $ | -16,8 % | 33.884 $ | -2.136 $ | -5,9 % | 36.020 $ | -10.724 $ | -22,9 % | |||
| BNP PARIBAS | 26.669 $ | -6.397 $ | -19,3 % | 33.066 $ | ||||||||
| Farther Finance Advisors, LLC | 29.762 $ | +6.118 $ | +25,9 % | 23.644 $ | +18.929 $ | +401,5 % | 4.715 $ | +1.851 $ | +64,6 % | 2.864 $ | +845 $ | +41,9 % |
| Activest Wealth Management | 21.522 $ | -5.473 $ | -20,3 % | 26.995 $ | -797 $ | -2,9 % | 27.792 $ | +3.029 $ | +12,2 % | |||
| Pinnacle Wealth Planning Services, Inc. | 25.713 $ | |||||||||||
| NATIONAL BANK OF CANADA /FI/ | 21.404 $ | -3.522 $ | -14,1 % | 24.926 $ | +19.499 $ | +359,3 % | 5.427 $ | -11.571 $ | -68,1 % | |||
| PRINCIPAL SECURITIES, INC. | 24.704 $ | +3.842 $ | +18,4 % | 20.862 $ | +5.839 $ | +38,9 % | ||||||
| ROTHSCHILD INVESTMENT LLC | 15.252 $ | -7.735 $ | -33,6 % | 22.987 $ | -470 $ | -2,0 % | 23.457 $ | +11.234 $ | +91,9 % | |||
| CIBC Private Wealth Group LLC | 8.533 $ | -14.357 $ | -62,7 % | 22.890 $ | +11.946 $ | +109,2 % | 10.944 $ | +1.800 $ | +19,7 % | |||
| MAI Capital Management | 3.698 $ | -2.246 $ | -37,8 % | 5.944 $ | -15.730 $ | -72,6 % | 21.674 $ | +20.061 $ | +1.243,7 % | |||
| Key FInancial Inc | 16.540 $ | -4.207 $ | -20,3 % | 20.747 $ | -612 $ | -2,9 % | 21.359 $ | +2.328 $ | +12,2 % | |||
| Salomon & Ludwin, LLC | 19.475 $ | +12.097 $ | +164,0 % | 7.378 $ | +4.362 $ | +144,6 % | 3.016 $ | +2.702 $ | +860,5 % | 314 $ | ||
| PRIVATE TRUST CO NA | 1.159 $ | +78 $ | +7,2 % | 1.081 $ | -17.441 $ | -94,2 % | 18.522 $ | +1.828 $ | +11,0 % | 16.694 $ | +2.197 $ | +15,2 % |
| Manchester Capital Management LLC | 11.786 $ | -3.876 $ | -24,7 % | 15.662 $ | -463 $ | -2,9 % | 16.125 $ | +2.722 $ | +20,3 % | |||
| Geneos Wealth Management Inc. | 15.988 $ | +475 $ | +3,1 % | |||||||||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 15.588 $ | |||||||||||
| Global Retirement Partners, LLC | 13.786 $ | +3.937 $ | +40,0 % | 9.849 $ | +5.743 $ | +139,9 % | 4.106 $ | |||||
| NFSG Corp | 10.449 $ | -2.657 $ | -20,3 % | 13.106 $ | -387 $ | -2,9 % | 13.493 $ | +1.470 $ | +12,2 % | |||
| JFS WEALTH ADVISORS, LLC | 12.243 $ | -738 $ | -5,7 % | 12.981 $ | +1.414 $ | +12,2 % | ||||||
| Allworth Financial LP | 10.070 $ | -2.657 $ | -20,9 % | 12.727 $ | -72 $ | -0,6 % | 12.799 $ | +8.386 $ | +190,0 % | |||
| Pacific Center for Financial Services | 11.573 $ | +0 $ | +0,0 % | 11.573 $ | -341 $ | -2,9 % | 11.914 $ | +1.298 $ | +12,2 % | |||
| Cape Investment Advisory, Inc. | 11.357 $ | +2.681 $ | +30,9 % | 8.676 $ | +418 $ | +5,1 % | 8.258 $ | +1.580 $ | +23,7 % | |||
| Bruce G. Allen Investments, LLC | 6.719 $ | -3.116 $ | -31,7 % | 9.835 $ | -290 $ | -2,9 % | 10.125 $ | +511 $ | +5,3 % | |||
| SIERRA OCEAN, LLC | 10.063 $ | +1.097 $ | +12,2 % | |||||||||
| WealthCollab, LLC | 7.238 $ | -1.840 $ | -20,3 % | 9.078 $ | -269 $ | -2,9 % | 9.347 $ | +1.019 $ | +12,2 % | |||
| Hickory Point Bank & Trust | 8.680 $ | |||||||||||
| Steward Partners Investment Advisory, LLC | 7.211 $ | +533 $ | +8,0 % | 6.678 $ | -1.699 $ | -20,3 % | 8.377 $ | -247 $ | -2,9 % | 8.624 $ | +940 $ | +12,2 % |
| Larson Financial Group LLC | 251 $ | -6.683 $ | -96,4 % | 6.934 $ | -1.580 $ | -18,6 % | 8.514 $ | +5.084 $ | +148,2 % | |||
| BROWN BROTHERS HARRIMAN & CO | 8.497 $ | +6.694 $ | +371,3 % | 1.803 $ | -54 $ | -2,9 % | 1.857 $ | |||||
| Valued Wealth Advisors LLC | 6.585 $ | -1.330 $ | -16,8 % | 7.915 $ | -503 $ | -6,0 % | 8.418 $ | +1.157 $ | +15,9 % | |||
| TWIN PEAKS WEALTH ADVISORS, LLC | 8.388 $ | |||||||||||
| JONES FINANCIAL COMPANIES LLLP | 7.897 $ | +1.330 $ | +20,3 % | 6.567 $ | +3.593 $ | +120,8 % | 2.974 $ | +2.830 $ | +1.965,3 % | |||
| FINANCIAL CONSULATE, INC | 3.589 $ | -4.204 $ | -53,9 % | 7.793 $ | ||||||||
| Steigerwald, Gordon & Koch Inc. | 5.803 $ | +388 $ | +7,2 % | 5.415 $ | -1.377 $ | -20,3 % | 6.792 $ | |||||
| Physician Wealth Advisors, Inc. | 6.059 $ | -312 $ | -4,9 % | 6.371 $ | -188 $ | -2,9 % | 6.559 $ | -310 $ | -4,5 % | |||
| NewEdge Advisors, LLC | 5.131 $ | -1.305 $ | -20,3 % | 6.436 $ | -34 $ | -0,5 % | 6.470 $ | -55.658 $ | -89,6 % | |||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2.847 $ | -1.948 $ | -40,6 % | 4.795 $ | -1.220 $ | -20,3 % | 6.015 $ | -392 $ | -6,1 % | 6.407 $ | +298 $ | +4,9 % |
| Bell Investment Advisors, Inc | 3.123 $ | -1.434 $ | -31,5 % | 4.557 $ | -1.735 $ | -27,6 % | 6.292 $ | +2.172 $ | +52,7 % | |||
| Financial Management Professionals, Inc. | 5.927 $ | |||||||||||
| NewSquare Capital LLC | 5.873 $ | +4.619 $ | +368,3 % | |||||||||
| IFP Advisors, Inc | 4.788 $ | +353 $ | +8,0 % | 4.435 $ | -1.128 $ | -20,3 % | 5.563 $ | -269 $ | -4,6 % | 5.832 $ | +636 $ | +12,2 % |
| SageView Advisory Group, LLC | 5.731 $ | |||||||||||
| UMB Bank, n.a. | 1.931 $ | -2.200 $ | -53,3 % | 4.131 $ | -1.051 $ | -20,3 % | 5.182 $ | -153 $ | -2,9 % | 5.335 $ | -43 $ | -0,8 % |
| SIMPLEX TRADING, LLC | 3.038 $ | -2.227 $ | -42,3 % | 5.265 $ | +5.206 $ | +8.823,7 % | 59 $ | -20 $ | -25,3 % | 79 $ | -129 $ | -62,0 % |
| Wealthspire Advisors, LLC | 5.141 $ | |||||||||||
| TRUST CO OF VERMONT | 4.953 $ | |||||||||||
| Parkside Financial Bank & Trust | 2.783 $ | -707 $ | -20,3 % | 3.490 $ | -627 $ | -15,2 % | 4.117 $ | +915 $ | +28,6 % | |||
| Cornerstone Planning Group LLC | 2.185 $ | +1.406 $ | +180,5 % | 779 $ | -2.919 $ | -78,9 % | 3.698 $ | +1.106 $ | +42,7 % | |||
| Dunhill Financial, LLC | 2.705 $ | -688 $ | -20,3 % | 3.393 $ | -100 $ | -2,9 % | 3.493 $ | |||||
| Transamerica Financial Advisors, LLC | 243 $ | -2.932 $ | -92,3 % | 3.175 $ | ||||||||
| Crewe Advisors LLC | 2.321 $ | -590 $ | -20,3 % | 2.911 $ | ||||||||
| HARBOUR INVESTMENTS, INC. | 2.033 $ | -771 $ | -27,5 % | 2.804 $ | -83 $ | -2,9 % | 2.887 $ | -6.014 $ | -67,6 % | |||
| CVA Family Office, LLC | 2.066 $ | -525 $ | -20,3 % | 2.591 $ | -76 $ | -2,8 % | 2.667 $ | +290 $ | +12,2 % | |||
| TD Waterhouse Canada Inc. | 2.655 $ | +305 $ | +13,0 % | |||||||||
| AdvisorNet Financial, Inc | 2.025 $ | -515 $ | -20,3 % | 2.540 $ | -75 $ | -2,9 % | 2.615 $ | +285 $ | +12,2 % | |||
| NATIXIS ADVISORS, LLC | 1.115 $ | -1.022 $ | -47,8 % | 2.137 $ | -466 $ | -17,9 % | 2.603 $ | +892 $ | +52,1 % | |||
| Atlantic Union Bankshares Corp | 2.170 $ | +145 $ | +7,2 % | 2.025 $ | -515 $ | -20,3 % | 2.540 $ | |||||
| Root Financial Partners, LLC | 1.013 $ | -1.105 $ | -52,2 % | 2.118 $ | ||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.025 $ | -479 $ | -31,8 % | 1.504 $ | ||||||||
| NISA INVESTMENT ADVISORS, LLC | 1.432 $ | -68 $ | -4,5 % | 1.500 $ | ||||||||
| FIFTH THIRD BANCORP | 1.250 $ | -37 $ | -2,9 % | 1.287 $ | ||||||||
| Innovative Asset Advisors Group, LLC | 1.241 $ | |||||||||||
| Whipplewood Advisors, LLC | 1.224 $ | +134 $ | +12,3 % | |||||||||
| Advisory Services Network, LLC | 1.128 $ | |||||||||||
| Garner Asset Management Corp | 1.089 $ | |||||||||||
| Pingora Partners LLC | 810 $ | -206 $ | -20,3 % | 1.016 $ | -30 $ | -2,9 % | 1.046 $ | +114 $ | +12,2 % | |||
| SHP Wealth Management | 964 $ | |||||||||||
| Private Wealth Asset Management, LLC | 957 $ | +104 $ | +12,2 % | |||||||||
| Private Wealth Management Group, LLC | 734 $ | -186 $ | -20,2 % | 920 $ | -27 $ | -2,9 % | 947 $ | +103 $ | +12,2 % | |||
| Hurley Capital, LLC | 907 $ | |||||||||||
| Ares Financial Consulting, LLC | 818 $ | +57 $ | +7,5 % | 761 $ | ||||||||
| Richardson Capital Management LLC | 811 $ | +89 $ | +12,3 % | |||||||||
| Cambridge Investment Research Advisors, Inc. | 124 $ | -606 $ | -83,0 % | 730 $ | -6 $ | -0,8 % | 736 $ | +551 $ | +297,8 % | |||
| Ancora Advisors LLC | 729 $ | |||||||||||
| Bare Financial Services, Inc | 696 $ | -21 $ | -2,9 % | 717 $ | ||||||||
| SJS Investment Consulting Inc. | 705 $ | |||||||||||
| Purpose Unlimited Inc. | 678 $ | |||||||||||
| Virtu Financial LLC | 587 $ | |||||||||||
| Concord Wealth Partners | 508 $ | -15 $ | -2,9 % | 523 $ | +57 $ | +12,2 % | ||||||
| Lester Murray Antman dba SimplyRich | 423 $ | +21 $ | +5,2 % | 402 $ | -104 $ | -20,6 % | 506 $ | -15 $ | -2,9 % | 521 $ | +5 $ | +1,0 % |
| TD PRIVATE CLIENT WEALTH LLC | 490 $ | |||||||||||
| Cornerstone Financial Management LLC | 474 $ | |||||||||||
| HRT FINANCIAL LP | 133 $ | -287 $ | -68,3 % | 420 $ | +80 $ | +23,5 % | ||||||
| True Wealth Design, LLC | 407 $ | -12 $ | -2,9 % | 419 $ | +27 $ | +6,9 % | ||||||
| Stephens Consulting, LLC | 382 $ | |||||||||||
| Arlington Trust Co LLC | 304 $ | |||||||||||
| American Capital Advisory, LLC | 239 $ | |||||||||||
| NATURAL INVESTMENTS, LLC | 159 $ | +6 $ | +3,9 % | 153 $ | -28 $ | -15,5 % | 181 $ | -1 $ | -0,5 % | 182 $ | +72 $ | +65,5 % |
| Blume Capital Management, Inc. | 152 $ | |||||||||||
| HANTZ FINANCIAL SERVICES, INC. | 2 $ | -44 $ | -95,7 % | 46 $ | -103 $ | -69,1 % | 149 $ | +61 $ | +69,3 % | 88 $ | +84 $ | +2.100,0 % |
| MV CAPITAL MANAGEMENT, INC. | 138 $ | |||||||||||
| ST GERMAIN D J CO INC | 85 $ | -22 $ | -20,6 % | 107 $ | -3 $ | -2,7 % | 110 $ | |||||
| GPS Wealth Strategies Group, LLC | 91 $ | -3 $ | -3,2 % | 94 $ | +10 $ | +11,9 % | ||||||
| COMMONWEALTH EQUITY SERVICES, LLC | 64 $ | -22 $ | -25,6 % | 86 $ | +19 $ | +28,4 % | ||||||
| Winthrop Capital Management, LLC | 84 $ | +0 $ | +0,0 % | 84 $ | +0 $ | +0,0 % | 84 $ | +0 $ | +0,0 % | 84 $ | +0 $ | +0,0 % |
| PARK AVENUE SECURITIES LLC | 55 $ | -9 $ | -14,1 % | 64 $ | -3 $ | -4,5 % | 67 $ | -2 $ | -2,9 % | |||
| PEAPACK GLADSTONE FINANCIAL CORP | 64 $ | +10 $ | +18,5 % | 54 $ | +6 $ | +12,5 % | ||||||
| THOMPSON SIEGEL & WALMSLEY LLC | 42 $ | -11 $ | -20,8 % | 53 $ | -1 $ | -1,9 % | 54 $ | +6 $ | +12,5 % | |||
| CWM, LLC | 20 $ | -5 $ | -20,0 % | 25 $ | +7 $ | +38,9 % | 18 $ | +3 $ | +20,0 % | |||
| Capital Analysts, LLC | 4 $ | -13 $ | -76,5 % | 17 $ | -1 $ | -5,6 % | 18 $ | -1 $ | -5,3 % | |||
| North Star Investment Management Corp. | 12 $ | -3 $ | -20,0 % | 15 $ | -1 $ | -6,3 % | 16 $ | +2 $ | +14,3 % | |||
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 13 $ | +1 $ | +8,3 % | 12 $ | ||||||||
| Cordant, Inc. | 9 $ | -2 $ | -18,2 % | 11 $ | +0 $ | +0,0 % | 11 $ | +1 $ | +10,0 % | |||
| CX Institutional | 6 $ | +1 $ | +20,0 % | 5 $ | -2 $ | -28,6 % | 7 $ | +0 $ | +0,0 % | 7 $ | +1 $ | +16,7 % |
| CENTRAL TRUST Co | 5 $ | +0 $ | +0,0 % | |||||||||
| HUNTINGTON NATIONAL BANK | 4 $ | +0 $ | +0,0 % | 4 $ | -1 $ | -20,0 % | 5 $ | +0 $ | +0,0 % | 5 $ | +0 $ | +0,0 % |
| GW&K Investment Management, LLC | 2 $ | +0 $ | +0,0 % | 2 $ | +0 $ | +0,0 % | 2 $ | +0 $ | +0,0 % | 2 $ | +0 $ | +0,0 % |
| Hemington Wealth Management | 0 $ | |||||||||||
| 20.015.970 $ | +8.416.420 $ | +5,3 % | 235.350.433 $ | -98.572.048 $ | +1.447,8 % | 341.033.094 $ | -4.080.678.244 $ | +941,2 % | 4.418.680.872 $ | +2.262.376.231 $ | +70,2 % | |