| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 383.624.871 $ | +183.840.859 $ | +159,9 % | 197.779.527 $ | +3.606.335 $ | +1.448,3 % | 185.962.702 $ | +3.335.393 $ | +4,1 % | 178.890.922 $ | -14.785.724 $ | +0,4 % | |
| Karpus Management, Inc. | 59.661.628 $ | +55.577.677 $ | +1.360,9 % | 4.083.951 $ | +3.459.034 $ | +553,5 % | 624.917 $ | -2.813.710 $ | -81,8 % | 3.438.627 $ | -58.396 $ | -1,7 % |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 55.223.040 $ | +36.184.790 $ | +190,1 % | 19.038.250 $ | -2.791.300 $ | -12,8 % | 21.829.550 $ | +961.783 $ | +4,6 % | 20.867.767 $ | +729.680 $ | +3,6 % |
| MORGAN STANLEY | 44.528.475 $ | +11.492.179 $ | +34,8 % | 33.036.296 $ | +867.126 $ | +2,7 % | 32.169.170 $ | +3.596.175 $ | +12,6 % | 28.572.995 $ | -3.243.759 $ | -10,2 % |
| GUGGENHEIM CAPITAL LLC | 23.651.578 $ | +8.048.388 $ | +51,6 % | 15.603.190 $ | +694.141 $ | +4,7 % | 14.909.049 $ | +1.474.569 $ | +11,0 % | 13.434.480 $ | -1.500.623 $ | -10,0 % |
| ROBINSON CAPITAL MANAGEMENT, LLC | 17.493.603 $ | +11.793.538 $ | +206,9 % | 5.700.065 $ | +2.189.999 $ | +62,4 % | 3.510.066 $ | -1.783.671 $ | -33,7 % | 5.293.737 $ | +455.433 $ | +9,4 % |
| Hennion & Walsh Asset Management, Inc. | 16.894.100 $ | -183.316 $ | -1,1 % | 17.077.416 $ | +3.925.946 $ | +29,9 % | 13.151.470 $ | +1.441.581 $ | +12,3 % | |||
| RAYMOND JAMES FINANCIAL INC | 16.793.266 $ | +7.287.731 $ | +76,7 % | 9.505.535 $ | -1.058.778 $ | -10,0 % | 10.564.313 $ | +1.035.858 $ | +10,9 % | 9.528.455 $ | -1.317.924 $ | -12,2 % |
| BANK OF AMERICA CORP /DE/ | 12.330.750 $ | +5.191.547 $ | +72,7 % | 7.139.203 $ | -114.437 $ | -1,6 % | 7.253.640 $ | -241.844 $ | -3,2 % | 7.495.484 $ | -2.719.202 $ | -26,6 % |
| STIFEL FINANCIAL CORP | 11.362.308 $ | +519.172 $ | +4,8 % | 10.843.136 $ | -833.743 $ | -7,1 % | 11.676.879 $ | +33.540 $ | +0,3 % | 11.643.339 $ | -1.340.077 $ | -10,3 % |
| Advisors Asset Management, Inc. | 10.312.969 $ | +4.737.463 $ | +85,0 % | 5.575.506 $ | +1.030.789 $ | +22,7 % | 4.544.717 $ | +453.397 $ | +11,1 % | 4.091.320 $ | +204.465 $ | +5,3 % |
| Pathstone Holdings, LLC | 9.409.448 $ | +9.238.789 $ | +5.413,6 % | 170.659 $ | -13.646 $ | -7,4 % | 184.305 $ | -6.569.866 $ | -97,3 % | 6.754.171 $ | -5.052.404 $ | -42,8 % |
| UBS Group AG | 9.025.946 $ | +2.094.658 $ | +30,2 % | 6.931.288 $ | +75.427 $ | +1,1 % | 6.855.861 $ | -902.900 $ | -11,6 % | 7.758.761 $ | -887.391 $ | -10,3 % |
| WELLS FARGO & COMPANY/MN | 6.530.680 $ | +2.235.146 $ | +52,0 % | 4.295.534 $ | -299.755 $ | -6,5 % | 4.595.289 $ | +1.315.919 $ | +40,1 % | 3.279.370 $ | -91.710 $ | -2,7 % |
| Allspring Global Investments Holdings, LLC | 5.652.068 $ | +4.183.618 $ | +284,9 % | 1.468.450 $ | -28.369 $ | -1,9 % | 1.496.819 $ | +410.013 $ | +37,7 % | 1.086.806 $ | -51.802 $ | -4,5 % |
| LPL Financial LLC | 5.646.467 $ | +3.874.464 $ | +218,6 % | 1.772.003 $ | -411.420 $ | -18,8 % | 2.183.423 $ | +500.587 $ | +29,7 % | 1.682.836 $ | -136.654 $ | -7,5 % |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 5.544.078 $ | +1.293.441 $ | +30,4 % | 4.250.637 $ | -82.119 $ | -1,9 % | 4.332.756 $ | +673.382 $ | +18,4 % | 3.659.374 $ | -1.345.461 $ | -26,9 % |
| MACKAY SHIELDS LLC | 5.530.951 $ | +4.605.387 $ | +497,6 % | 925.564 $ | ||||||||
| Allianz Asset Management GmbH | 5.159.716 $ | -176.737 $ | -3,3 % | 5.336.453 $ | -103.096 $ | -1,9 % | 5.439.549 $ | +289.651 $ | +5,6 % | 5.149.898 $ | -245.467 $ | -4,5 % |
| Rareview Capital LLC | 4.836.341 $ | +876.597 $ | +22,1 % | 3.959.744 $ | +939.600 $ | +31,1 % | 3.020.144 $ | |||||
| Rockefeller Capital Management L.P. | 4.725.258 $ | +2.015.443 $ | +74,4 % | 2.709.815 $ | -29.582 $ | -1,1 % | 2.739.397 $ | +261.733 $ | +10,6 % | 2.477.664 $ | +1.932.663 $ | +354,6 % |
| Fiera Capital Corp | 2.494.517 $ | -2.157.463 $ | -46,4 % | 4.651.980 $ | ||||||||
| MELFA WEALTH MANAGEMENT, INC. | 4.406.105 $ | +1.836.980 $ | +71,5 % | 2.569.125 $ | -99.396 $ | -3,7 % | 2.668.521 $ | +142.242 $ | +5,6 % | 2.526.279 $ | -120.267 $ | -4,5 % |
| Capital Investment Advisors, LLC | 4.215.944 $ | +1.778.254 $ | +72,9 % | 2.437.690 $ | -282.829 $ | -10,4 % | 2.720.519 $ | +6.993 $ | +0,3 % | 2.713.526 $ | -167.770 $ | -5,8 % |
| ROYAL BANK OF CANADA | 3.675.000 $ | +1.281.000 $ | +53,5 % | 2.394.000 $ | -93.000 $ | -3,7 % | 2.487.000 $ | -117.000 $ | -4,5 % | 2.604.000 $ | -163.000 $ | -5,9 % |
| Invesco Ltd. | 3.579.727 $ | +1.662.955 $ | +86,8 % | 1.916.772 $ | +60.551 $ | +3,3 % | 1.856.221 $ | +274.193 $ | +17,3 % | 1.582.028 $ | -480.894 $ | -23,3 % |
| Leo Wealth, LLC | 2.888.946 $ | |||||||||||
| COMMONWEALTH EQUITY SERVICES, LLC | 2.850.900 $ | +764.040 $ | +36,6 % | 2.086.860 $ | +2.084.809 $ | +101.648,4 % | 2.051 $ | +397 $ | +24,0 % | 1.654 $ | -58 $ | -3,4 % |
| KIM, LLC | 2.145.984 $ | -73.507 $ | -3,3 % | 2.219.491 $ | -42.879 $ | -1,9 % | 2.262.370 $ | +53.303 $ | +2,4 % | |||
| NewEdge Advisors, LLC | 53.938 $ | -753.242 $ | -93,3 % | 807.180 $ | -1.434.138 $ | -64,0 % | 2.241.318 $ | +79.877 $ | +3,7 % | 2.161.441 $ | -72.015 $ | -3,2 % |
| 1607 Capital Partners, LLC | 2.201.929 $ | |||||||||||
| HORIZON KINETICS ASSET MANAGEMENT LLC | 2.186.017 $ | +1.076.201 $ | +97,0 % | 1.109.816 $ | -21.441 $ | -1,9 % | 1.131.257 $ | +37.160 $ | +3,4 % | 1.094.097 $ | +601.152 $ | +122,0 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.020.568 $ | +1.103.945 $ | +120,4 % | 916.623 $ | +37.691 $ | +4,3 % | 878.932 $ | +46.803 $ | +5,6 % | 832.129 $ | -39.664 $ | -4,5 % |
| Coastal Bridge Advisors, LLC | 1.833.240 $ | -57.795 $ | -3,1 % | 1.891.035 $ | -21.386 $ | -1,1 % | 1.912.421 $ | +692.601 $ | +56,8 % | 1.219.820 $ | +155.306 $ | +14,6 % |
| AMERIPRISE FINANCIAL INC | 1.722.106 $ | +1.445.073 $ | +521,6 % | 277.033 $ | -117.543 $ | -29,8 % | 394.576 $ | -244.368 $ | -38,2 % | 638.944 $ | -197.815 $ | -23,6 % |
| Professional Financial Management, Inc. | 1.563.058 $ | |||||||||||
| BALYASNY ASSET MANAGEMENT L.P. | 1.416.853 $ | -106.143 $ | -7,0 % | 1.522.996 $ | ||||||||
| Dakota Wealth Management | 1.520.293 $ | |||||||||||
| EASTERN BANK | 297.643 $ | -1.156.396 $ | -79,5 % | 1.454.039 $ | +77.426 $ | +5,6 % | 1.376.613 $ | -65.616 $ | -4,5 % | |||
| Concurrent Investment Advisors, LLC | 1.368.160 $ | +960.904 $ | +235,9 % | 407.256 $ | -820 $ | -0,2 % | 408.076 $ | +30.121 $ | +8,0 % | 377.955 $ | +11.493 $ | +3,1 % |
| TORONTO DOMINION BANK | 1.308.831 $ | +1.162.220 $ | +792,7 % | 146.611 $ | +7.807 $ | +5,6 % | 138.804 $ | |||||
| HighTower Advisors, LLC | 1.170.015 $ | +444.486 $ | +61,3 % | 725.529 $ | -530.167 $ | -42,2 % | 1.255.696 $ | -28.542 $ | -2,2 % | 1.284.238 $ | -58.476 $ | -4,4 % |
| Westchester Capital Management, LLC | 1.181.702 $ | +625.277 $ | +112,4 % | 556.425 $ | -10.749 $ | -1,9 % | 567.174 $ | +30.202 $ | +5,6 % | 536.972 $ | -25.595 $ | -4,5 % |
| Summit Trail Advisors, LLC | 1.098.085 $ | +867.065 $ | +375,3 % | 231.020 $ | -18.529 $ | -7,4 % | 249.549 $ | |||||
| Estate Planners Group, LLC | 1.044.192 $ | -39.414 $ | -3,6 % | 1.083.606 $ | ||||||||
| JANE STREET GROUP, LLC | 562.747 $ | -511.840 $ | -47,6 % | 1.074.587 $ | +842.893 $ | +363,8 % | 231.694 $ | -141.802 $ | -38,0 % | 373.496 $ | ||
| Indiana Trust & Investment Management Co | 959.027 $ | |||||||||||
| RIVERBRIDGE PARTNERS LLC | 774.293 $ | |||||||||||
| Chicago Partners Investment Group LLC | 746.136 $ | |||||||||||
| Moors & Cabot, Inc. | 713.965 $ | +356.451 $ | +99,7 % | 357.514 $ | +46.277 $ | +14,9 % | 311.237 $ | +20.769 $ | +7,2 % | 290.468 $ | -2.855 $ | -1,0 % |
| Lido Advisors, LLC | 706.610 $ | |||||||||||
| Advisory Services Network, LLC | 704.578 $ | +65.446 $ | +10,2 % | 639.132 $ | +70.287 $ | +12,4 % | 568.845 $ | +35.938 $ | +6,7 % | 532.907 $ | -106.352 $ | -16,6 % |
| Crescent Grove Advisors, LLC | 340.775 $ | -103.142 $ | -23,2 % | 443.917 $ | -221.072 $ | -33,2 % | 664.989 $ | -34.291 $ | -4,9 % | |||
| Ackerman Capital Advisors, LLC | 643.338 $ | +474.049 $ | +280,0 % | 169.289 $ | -291.329 $ | -63,2 % | 460.618 $ | -104.814 $ | -18,5 % | 565.432 $ | -88.671 $ | -13,6 % |
| Atala Financial Inc | 609.792 $ | |||||||||||
| Wellspring Financial Advisors, LLC | 594.477 $ | |||||||||||
| Callahan Advisors, LLC | 585.323 $ | |||||||||||
| Noble Wealth Management PBC | 564.093 $ | +291.013 $ | +106,6 % | |||||||||
| OPPENHEIMER & CO INC | 542.358 $ | |||||||||||
| HOLLENCREST CAPITAL MANAGEMENT | 486.361 $ | +237.481 $ | +95,4 % | 248.880 $ | -4.808 $ | -1,9 % | 253.688 $ | +13.509 $ | +5,6 % | 240.179 $ | -11.448 $ | -4,5 % |
| Logan Stone Capital, LLC | 473.932 $ | |||||||||||
| Kestra Advisory Services, LLC | 469.368 $ | +296.810 $ | +172,0 % | 172.558 $ | -863 $ | -0,5 % | 173.421 $ | +28.879 $ | +20,0 % | 144.542 $ | ||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28.924 $ | -990 $ | -3,3 % | 29.914 $ | -13.608 $ | -31,3 % | 43.522 $ | -415.814 $ | -90,5 % | 459.336 $ | -21.894 $ | -4,5 % |
| OSAIC HOLDINGS, INC. | 456.235 $ | +205.221 $ | +81,8 % | 251.014 $ | +29.003 $ | +13,1 % | 222.011 $ | +4.368 $ | +2,0 % | 217.643 $ | -9.274 $ | -4,1 % |
| &PARTNERS | 437.555 $ | +192.395 $ | +78,5 % | 245.160 $ | ||||||||
| First Western Trust Bank | 426.332 $ | -8.237 $ | -1,9 % | 434.569 $ | +23.141 $ | +5,6 % | 411.428 $ | -19.611 $ | -4,5 % | |||
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 429.659 $ | +294.957 $ | +219,0 % | 134.702 $ | -249.014 $ | -64,9 % | ||||||
| Bard Financial Services, Inc. | 304.700 $ | -114.900 $ | -27,4 % | 419.600 $ | -212.325 $ | -33,6 % | ||||||
| Ashton Thomas Private Wealth, LLC | 204.945 $ | -211.148 $ | -50,7 % | 416.093 $ | +51.164 $ | +14,0 % | 364.929 $ | +160.990 $ | +78,9 % | 203.939 $ | ||
| Cetera Investment Advisers | 411.358 $ | +169.953 $ | +70,4 % | 241.405 $ | +82.865 $ | +52,3 % | 158.540 $ | -13.249 $ | -7,7 % | |||
| Kapstone Financial Advisors LLC | 405.949 $ | |||||||||||
| Integrated Wealth Concepts LLC | 393.431 $ | |||||||||||
| Stratos Wealth Partners, LTD. | 386.831 $ | |||||||||||
| Nuveen, LLC | 381.471 $ | |||||||||||
| VIRTUE ASSET MANAGEMENT LLC | 374.219 $ | |||||||||||
| READYSTATE ASSET MANAGEMENT LP | 356.427 $ | +31.615 $ | +9,7 % | 324.812 $ | ||||||||
| U.S. Capital Wealth Advisors, LLC | 332.211 $ | |||||||||||
| Closed-End Fund Advisors, Inc. | 324.559 $ | |||||||||||
| XTX Topco Ltd | 307.708 $ | |||||||||||
| MERCER GLOBAL ADVISORS INC /ADV | 307.384 $ | +79.266 $ | +34,7 % | 228.118 $ | -14.379 $ | -5,9 % | 242.497 $ | +18.158 $ | +8,1 % | 224.339 $ | -10.693 $ | -4,5 % |
| BENJAMIN EDWARDS INC | 306.480 $ | |||||||||||
| Yakira Capital Management, Inc. | 301.238 $ | |||||||||||
| Cresta Advisors, Ltd. | 293.490 $ | -5.670 $ | -1,9 % | 299.160 $ | +15.930 $ | +5,6 % | 283.230 $ | -13.500 $ | -4,5 % | |||
| Steward Partners Investment Advisory, LLC | 285.968 $ | +121.101 $ | +73,5 % | 164.867 $ | +9.610 $ | +6,2 % | 155.257 $ | -10.109 $ | -6,1 % | 165.366 $ | -17.451 $ | -9,5 % |
| Verdence Capital Advisors LLC | 283.407 $ | |||||||||||
| River Street Advisors LLC | 281.311 $ | +133.791 $ | +90,7 % | 147.520 $ | +7.856 $ | +5,6 % | 139.664 $ | |||||
| SFMG, LLC | 280.039 $ | +133.011 $ | +90,5 % | 147.028 $ | -2.840 $ | -1,9 % | 149.868 $ | +7.980 $ | +5,6 % | 141.888 $ | -6.763 $ | -4,5 % |
| US BANCORP \DE\ | 279.798 $ | +34.810 $ | +14,2 % | 244.988 $ | -4.733 $ | -1,9 % | 249.721 $ | +13.298 $ | +5,6 % | 236.423 $ | -11.270 $ | -4,5 % |
| NORTHERN TRUST CORP | 278.452 $ | -68.722 $ | -19,8 % | |||||||||
| Elequin Capital, LP | 276.254 $ | |||||||||||
| Davis Investment Partners, LLC | 271.568 $ | |||||||||||
| ROTHSCHILD INVESTMENT LLC | 120.865 $ | -4.140 $ | -3,3 % | 125.005 $ | -79.975 $ | -39,0 % | 204.980 $ | -31.045 $ | -13,2 % | 236.025 $ | -11.250 $ | -4,5 % |
| Daner Wealth Management, LLC | 223.566 $ | -5.309 $ | -2,3 % | 228.875 $ | +4.288 $ | +1,9 % | 224.587 $ | |||||
| Pathway Financial Advisers, LLC | 226.862 $ | +19.735 $ | +9,5 % | 207.127 $ | +13.093 $ | +6,7 % | 194.034 $ | -13.589 $ | -6,5 % | |||
| Camelot Portfolios, LLC | 221.867 $ | +7.391 $ | +3,4 % | 214.476 $ | +26.101 $ | +13,9 % | 188.375 $ | -6.325 $ | -3,2 % | 194.700 $ | +5.963 $ | +3,2 % |
| Plancorp, LLC | 217.400 $ | -4.200 $ | -1,9 % | 221.600 $ | +111.700 $ | +101,6 % | ||||||
| Westview Management dba Westview Investment Advisors | 209.149 $ | -3.903 $ | -1,8 % | 213.052 $ | ||||||||
| Private Advisor Group, LLC | 200.741 $ | -6.876 $ | -3,3 % | 207.617 $ | -4.643 $ | -2,2 % | 212.260 $ | +53.861 $ | +34,0 % | 158.399 $ | -81.183 $ | -33,9 % |
| CENTRAL TRUST Co | 199.690 $ | |||||||||||
| TRUIST FINANCIAL CORP | 199.480 $ | |||||||||||
| CITADEL ADVISORS LLC | 109.251 $ | -88.626 $ | -44,8 % | 197.877 $ | ||||||||
| TrueMark Investments, LLC | 195.040 $ | +1.107 $ | +0,6 % | 193.933 $ | ||||||||
| Fortitude Advisory Group L.L.C. | 189.285 $ | |||||||||||
| Mariner, LLC | 172.924 $ | -5.221 $ | -2,9 % | 178.145 $ | -1.999 $ | -1,1 % | 180.144 $ | +30.575 $ | +20,4 % | 149.569 $ | -6.387 $ | -4,1 % |
| Equitable Holdings, Inc. | 175.975 $ | +3.153 $ | +1,8 % | 172.822 $ | -3.339 $ | -1,9 % | 176.161 $ | +9.380 $ | +5,6 % | 166.781 $ | -7.949 $ | -4,5 % |
| M&T BANK CORP | 175.297 $ | |||||||||||
| FIRST TRUST ADVISORS LP | 165.543 $ | -5.670 $ | -3,3 % | 171.213 $ | +4.991 $ | +3,0 % | 166.222 $ | +32.244 $ | +24,1 % | 133.978 $ | -10.749 $ | -7,4 % |
| CHOREO, LLC | 168.921 $ | +50.955 $ | +43,2 % | |||||||||
| NOMURA HOLDINGS INC | 168.160 $ | +63.260 $ | +60,3 % | 104.900 $ | ||||||||
| Savvy Advisors, Inc. | 162.033 $ | |||||||||||
| Disciplined Investors, L.L.C. | 152.395 $ | -5.220 $ | -3,3 % | 157.615 $ | -3.045 $ | -1,9 % | 160.660 $ | +8.555 $ | +5,6 % | 152.105 $ | -7.250 $ | -4,5 % |
| Aviance Capital Partners, LLC | 150.782 $ | |||||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 148.506 $ | -74.009 $ | -33,3 % | |||||||||
| Vivaldi Capital Management LP | 145.601 $ | -6.940 $ | -4,5 % | |||||||||
| Cerity Partners LLC | 144.995 $ | |||||||||||
| Corient Private Wealth LLC | 143.663 $ | +1.167 $ | +0,8 % | |||||||||
| Permanent Capital Management, LP | 139.593 $ | |||||||||||
| Realta Investment Advisors | 139.520 $ | |||||||||||
| GOLDMAN SACHS GROUP INC | 136.094 $ | +22.361 $ | +19,7 % | 113.733 $ | ||||||||
| Alesco Advisors, LLC, An ESL Co | 124.018 $ | -4.248 $ | -3,3 % | 128.266 $ | -2.478 $ | -1,9 % | 130.744 $ | +6.962 $ | +5,6 % | 123.782 $ | -5.900 $ | -4,5 % |
| WOLVERINE ASSET MANAGEMENT LLC | 31.349 $ | -95.810 $ | -75,3 % | 127.159 $ | +87.233 $ | +218,5 % | ||||||
| Merit Financial Group, LLC | 125.476 $ | |||||||||||
| ENVESTNET ASSET MANAGEMENT INC | 124.585 $ | +4.145 $ | +3,4 % | |||||||||
| Creative Planning | 115.533 $ | +6.652 $ | +6,1 % | 108.881 $ | -15.643 $ | -12,6 % | 124.524 $ | +17.120 $ | +15,9 % | 107.404 $ | -5.119 $ | -4,5 % |
| MOODY NATIONAL BANK TRUST DIVISION | 113.265 $ | |||||||||||
| Future Financial Wealth Managment LLC | 110.400 $ | -900 $ | -0,8 % | 111.300 $ | +500 $ | +0,5 % | 110.800 $ | +5.900 $ | +5,6 % | 104.900 $ | -5.000 $ | -4,5 % |
| Chung Wu Investment Group, LLC | 105.100 $ | -3.600 $ | -3,3 % | 108.700 $ | -2.100 $ | -1,9 % | 110.800 $ | +47.860 $ | +76,0 % | 62.940 $ | ||
| COMMERCE BANK | 105.100 $ | -3.600 $ | -3,3 % | 108.700 $ | -2.100 $ | -1,9 % | 110.800 $ | +5.900 $ | +5,6 % | 104.900 $ | -5.000 $ | -4,5 % |
| Sonora Investment Management Group, LLC | 110.800 $ | +5.900 $ | +5,6 % | 104.900 $ | -5.000 $ | -4,5 % | ||||||
| TWO SIGMA SECURITIES, LLC | 110.559 $ | |||||||||||
| CHAPIN DAVIS, INC. | 110.355 $ | |||||||||||
| Focus Partners Wealth | 108.700 $ | |||||||||||
| NWF Advisory Services Inc. | 106.309 $ | |||||||||||
| Citizens National Bank Trust Department | 103.313 $ | |||||||||||
| FIFTH THIRD BANCORP | 86.179 $ | |||||||||||
| Prestige Wealth Management Group LLC | 27.045 $ | -56.160 $ | -67,5 % | 83.205 $ | ||||||||
| COMERICA BANK | 71.509 $ | +71.184 $ | +21.902,8 % | 325 $ | -28.306 $ | -98,9 % | 28.631 $ | -1.707 $ | -5,6 % | |||
| Gould Capital, LLC | 66.739 $ | -2.286 $ | -3,3 % | 69.025 $ | -1.333 $ | -1,9 % | 70.358 $ | +3.746 $ | +5,6 % | 66.612 $ | -3.175 $ | -4,5 % |
| Elyxium Wealth, LLC | 68.652 $ | |||||||||||
| BOKF, NA | 65.204 $ | |||||||||||
| HARBOUR INVESTMENTS, INC. | 54.652 $ | -1.872 $ | -3,3 % | 56.524 $ | -1.092 $ | -1,9 % | 57.616 $ | +3.068 $ | +5,6 % | 54.548 $ | -2.600 $ | -4,5 % |
| Wealthspire Advisors, LLC | 55.400 $ | |||||||||||
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 54.904 $ | |||||||||||
| CWM, LLC | 44.352 $ | |||||||||||
| EverSource Wealth Advisors, LLC | 43.858 $ | |||||||||||
| Traub Capital Management LLC | 42.726 $ | |||||||||||
| Geneos Wealth Management Inc. | 42.481 $ | +17.420 $ | +69,5 % | 25.061 $ | -30.471 $ | -54,9 % | ||||||
| Anchor Investment Management, LLC | 42.051 $ | +6.452 $ | +18,1 % | 35.599 $ | -688 $ | -1,9 % | 36.287 $ | +1.932 $ | +5,6 % | 34.355 $ | -1.637 $ | -4,5 % |
| Ameritas Advisory Services, LLC | 33.212 $ | |||||||||||
| Larson Financial Group LLC | 33.212 $ | |||||||||||
| SIT INVESTMENT ASSOCIATES INC | 28.380 $ | +25.472 $ | +875,9 % | 2.908 $ | -264 $ | -8,3 % | 3.172 $ | -42 $ | -1,3 % | |||
| TRUST CO OF VERMONT | 25.001 $ | |||||||||||
| Pinnacle Wealth Planning Services, Inc. | 24.835 $ | +13.041 $ | +110,6 % | 11.794 $ | ||||||||
| Allworth Financial LP | 21.105 $ | -1.144 $ | -5,1 % | 22.249 $ | +1.185 $ | +5,6 % | 21.064 $ | -20 $ | -0,1 % | |||
| Ascentis Wealth Management, LLC | 21.051 $ | +10.388 $ | +97,4 % | 10.663 $ | -206 $ | -1,9 % | 10.869 $ | +520 $ | +5,0 % | 10.349 $ | -442 $ | -4,1 % |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 20.720 $ | |||||||||||
| PRIVATE TRUST CO NA | 20.631 $ | |||||||||||
| PlanVest Financial, Inc | 19.927 $ | |||||||||||
| AdvisorNet Financial, Inc | 16.154 $ | -553 $ | -3,3 % | 16.707 $ | -323 $ | -1,9 % | 17.030 $ | +907 $ | +5,6 % | 16.123 $ | -769 $ | -4,6 % |
| Mascoma Wealth Management LLC | 12.801 $ | +11.867 $ | +1.270,6 % | |||||||||
| GHP Investment Advisors, Inc. | 12.381 $ | |||||||||||
| VAN ECK ASSOCIATES CORP | 9.969 $ | +4.490 $ | +81,9 % | 5.479 $ | +632 $ | +13,0 % | 4.847 $ | +507 $ | +11,7 % | 4.340 $ | -98 $ | -2,2 % |
| Farther Finance Advisors, LLC | 7.933 $ | |||||||||||
| BlackRock, Inc. | 7.515 $ | |||||||||||
| BROWN, LISLE/CUMMINGS, INC. | 6.884 $ | |||||||||||
| WPG Advisers, LLC | 6.884 $ | +3.580 $ | +108,4 % | 3.304 $ | +1.055 $ | +46,9 % | 2.249 $ | +182 $ | +8,8 % | 2.067 $ | -5.000 $ | -70,8 % |
| Abound Wealth Management | 6.012 $ | |||||||||||
| HIGHLINE WEALTH PARTNERS LLC | 5.255 $ | -180 $ | -3,3 % | 5.435 $ | -105 $ | -1,9 % | 5.540 $ | |||||
| BAYBAN | 5.024 $ | -172 $ | -3,3 % | 5.196 $ | ||||||||
| Hilton Head Capital Partners, LLC | 4.635 $ | -159 $ | -3,3 % | 4.794 $ | ||||||||
| COHEN & STEERS, INC. | 4.122 $ | +2.309 $ | +127,4 % | 1.813 $ | -35 $ | -1,9 % | 1.848 $ | +99 $ | +5,7 % | 1.749 $ | -84 $ | -4,6 % |
| DELTA ASSET MANAGEMENT LLC/TN | 3.111 $ | |||||||||||
| Smartleaf Asset Management LLC | 2.535 $ | |||||||||||
| MATHER GROUP, LLC. | 2.228 $ | -121 $ | -5,2 % | 2.349 $ | +19 $ | +0,8 % | ||||||
| FRANKLIN RESOURCES INC | 1.091 $ | |||||||||||
| GPS Wealth Strategies Group, LLC | 1.075 $ | +57 $ | +5,6 % | 1.018 $ | -48 $ | -4,5 % | ||||||
| Western Wealth Management, LLC | 1.019 $ | |||||||||||
| ST GERMAIN D J CO INC | 830 $ | |||||||||||
| Cambridge Investment Research Advisors, Inc. | 458 $ | +329 $ | +255,0 % | |||||||||
| Virtu Financial LLC | 152 $ | -297 $ | -66,1 % | 449 $ | ||||||||
| HRT FINANCIAL LP | 366 $ | +215 $ | +142,4 % | 151 $ | +36 $ | +31,3 % | 115 $ | |||||
| Janney Montgomery Scott LLC | 309 $ | +22 $ | +7,7 % | 287 $ | +15 $ | +5,5 % | 272 $ | +32 $ | +13,3 % | |||
| CX Institutional | 147 $ | -5 $ | -3,3 % | 152 $ | -3 $ | -1,9 % | 155 $ | +8 $ | +5,4 % | 147 $ | -7 $ | -4,5 % |
| BESSEMER GROUP INC | 37 $ | -1 $ | -2,6 % | 38 $ | ||||||||
| Capital Analysts, LLC | 18 $ | +13 $ | +260,0 % | 5 $ | +0 $ | +0,0 % | 5 $ | +1 $ | +25,0 % | 4 $ | -1 $ | -20,0 % |
| FNY Investment Advisers, LLC | 13 $ | +1 $ | +8,3 % | 12 $ | -1 $ | -7,7 % | ||||||
| Penserra Capital Management LLC | 10 $ | |||||||||||
| 383.624.871 $ | +183.840.859 $ | +159,9 % | 197.779.527 $ | +3.606.335 $ | +1.448,3 % | 185.962.702 $ | +3.335.393 $ | +4,1 % | 178.890.922 $ | -14.785.724 $ | +0,4 % | |