| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 921.312.746 $ | +138.427.982 $ | +773,1 % | 767.196.306 $ | +136.986.199 $ | +626,4 % | 493.904.111 $ | +68.517.487 $ | +112,8 % | |
| MORGAN STANLEY | 151.441.868 $ | +75.412.336 $ | +99,2 % | 76.029.532 $ | +4.234.221 $ | +5,9 % | 71.795.311 $ | -9.534.970 $ | -11,7 % |
| BANK OF AMERICA CORP /DE/ | 131.713.560 $ | +47.777.065 $ | +56,9 % | 83.936.495 $ | +61.963.357 $ | +282,0 % | 21.973.138 $ | +1.814.023 $ | +9,0 % |
| FMR LLC | 115.667.857 $ | +32.226.121 $ | +38,6 % | 83.441.736 $ | +28.842.324 $ | +52,8 % | 54.599.412 $ | +19.945.953 $ | +57,6 % |
| GOLDMAN SACHS GROUP INC | 87.289.180 $ | +4.801.726 $ | +5,8 % | 82.487.454 $ | |||||
| DIMENSIONAL FUND ADVISORS LP | 80.499.244 $ | +36.323.240 $ | +82,2 % | 44.176.004 $ | +11.875.151 $ | +36,8 % | 32.300.853 $ | +12.547.900 $ | +63,5 % |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 65.497.486 $ | +7.302.749 $ | +12,5 % | 58.194.737 $ | -9.718.800 $ | -14,3 % | 67.913.537 $ | -6.528.257 $ | -8,8 % |
| NORTHERN TRUST CORP | 45.267.681 $ | +4.690.466 $ | +11,6 % | 40.577.215 $ | +3.824.486 $ | +10,4 % | 36.752.729 $ | -3.626.981 $ | -9,0 % |
| BlackRock, Inc. | 39.081.898 $ | +5.422.574 $ | +16,1 % | 33.659.324 $ | |||||
| Optiver Holding B.V. | 1.427.972 $ | -33.435.420 $ | -95,9 % | 34.863.392 $ | +12.853.723 $ | +58,4 % | 22.009.669 $ | +11.243.157 $ | +104,4 % |
| BANK OF MONTREAL /CAN/ | 928.403 $ | -28.073.548 $ | -96,8 % | 29.001.951 $ | -3.737.219 $ | -11,4 % | 32.739.170 $ | +6.417.773 $ | +24,4 % |
| Connor, Clark & Lunn Investment Management Ltd. | 24.628.866 $ | ||||||||
| BNP PARIBAS FINANCIAL MARKETS | 830.811 $ | -21.786.397 $ | -96,3 % | 22.617.208 $ | +2.112.868 $ | +10,3 % | 20.504.340 $ | +11.689.318 $ | +132,6 % |
| JPMORGAN CHASE & CO | 7.295.116 $ | -10.016.093 $ | -57,9 % | 17.311.209 $ | +3.777.925 $ | +27,9 % | |||
| AMERICAN CENTURY COMPANIES INC | 14.697.572 $ | +4.038.784 $ | +37,9 % | 10.658.788 $ | +3.907.867 $ | +57,9 % | 6.750.921 $ | +1.456.460 $ | +27,5 % |
| Quantinno Capital Management LP | 13.660.713 $ | +3.031.085 $ | +28,5 % | 10.629.628 $ | +4.030.798 $ | +61,1 % | 6.598.830 $ | +2.479.061 $ | +60,2 % |
| MARSHALL WACE, LLP | 9.995.564 $ | +3.258.855 $ | +48,4 % | 6.736.709 $ | -5.227.403 $ | -43,7 % | |||
| Tower Research Capital LLC (TRC) | 1.369 $ | -9.660.639 $ | -100,0 % | 9.662.008 $ | +6.364 $ | +0,1 % | 9.655.644 $ | +8.650.970 $ | +861,1 % |
| CITADEL ADVISORS LLC | 4.556.341 $ | +279.693 $ | +6,5 % | 4.276.648 $ | -5.322.926 $ | -55,4 % | 9.599.574 $ | +5.347.755 $ | +125,8 % |
| ROYAL BANK OF CANADA | 8.114.000 $ | +219.000 $ | +2,8 % | 7.895.000 $ | -1.337.000 $ | -14,5 % | 9.232.000 $ | +1.088.000 $ | +13,4 % |
| SEI INVESTMENTS CO | 8.668.780 $ | +1.231.260 $ | +16,6 % | 7.437.520 $ | +686.880 $ | +10,2 % | 6.750.640 $ | -630.500 $ | -8,5 % |
| Pathstone Holdings, LLC | 7.798.609 $ | +1.083.840 $ | +16,1 % | 6.714.769 $ | +253.759 $ | +3,9 % | 6.461.010 $ | -2.061.269 $ | -24,2 % |
| WELLS FARGO & COMPANY/MN | 7.532.602 $ | +564.363 $ | +8,1 % | 6.968.239 $ | +850.676 $ | +13,9 % | 6.117.563 $ | +4.369.456 $ | +250,0 % |
| Creative Planning | 7.258.913 $ | +1.277.166 $ | +21,4 % | 5.981.747 $ | +1.369.947 $ | +29,7 % | 4.611.800 $ | +1.019.800 $ | +28,4 % |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.555.023 $ | +1.427.283 $ | +27,8 % | 5.127.740 $ | +1.437.515 $ | +39,0 % | 3.690.225 $ | +1.488.689 $ | +67,6 % |
| UBS Group AG | 5.526.849 $ | +1.061.380 $ | +23,8 % | 4.465.469 $ | +4.024.392 $ | +912,4 % | 441.077 $ | -2.347.345 $ | -84,2 % |
| RAYMOND JAMES FINANCIAL INC | 5.312.036 $ | +354.353 $ | +7,1 % | 4.957.683 $ | +2.152.307 $ | +76,7 % | 2.805.376 $ | +479.656 $ | +20,6 % |
| AMG National Trust Bank | 4.254.789 $ | +411.679 $ | +10,7 % | 3.843.110 $ | +426.030 $ | +12,5 % | 3.417.080 $ | +502.305 $ | +17,2 % |
| JANE STREET GROUP, LLC | 501.530 $ | -3.000.243 $ | -85,7 % | 3.501.773 $ | -137.961 $ | -3,8 % | 3.639.734 $ | +3.281.501 $ | +916,0 % |
| XTX Topco Ltd | 3.522.940 $ | +3.170.434 $ | +899,4 % | 352.506 $ | -604.859 $ | -63,2 % | 957.365 $ | +382.906 $ | +66,7 % |
| AMERIPRISE FINANCIAL INC | 3.003.297 $ | -297.859 $ | -9,0 % | 3.301.156 $ | +375.468 $ | +12,8 % | 2.925.688 $ | -285.319 $ | -8,9 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3.285.525 $ | +1.154.366 $ | +54,2 % | 2.131.159 $ | +941.758 $ | +79,2 % | 1.189.401 $ | +530.297 $ | +80,5 % |
| Crossmark Global Holdings, Inc. | 3.204.519 $ | -40.586 $ | -1,3 % | 3.245.105 $ | +344.486 $ | +11,9 % | 2.900.619 $ | +502.401 $ | +20,9 % |
| MILLENNIUM MANAGEMENT LLC | 3.079.880 $ | -133.614 $ | -4,2 % | 3.213.494 $ | -1.742.364 $ | -35,2 % | |||
| Y-Intercept (Hong Kong) Ltd | 2.244.188 $ | +1.805.333 $ | +411,4 % | 438.855 $ | -2.752.796 $ | -86,2 % | 3.191.651 $ | +2.451.105 $ | +331,0 % |
| Madison Asset Management, LLC | 2.952.790 $ | +166.973 $ | +6,0 % | 2.785.817 $ | +237.555 $ | +9,3 % | 2.548.262 $ | -258.155 $ | -9,2 % |
| DEUTSCHE BANK AG\ | 2.865.623 $ | ||||||||
| LPL Financial LLC | 2.437.658 $ | +282.182 $ | +13,1 % | 2.155.476 $ | -102.273 $ | -4,5 % | 2.257.749 $ | +612.093 $ | +37,2 % |
| AQR CAPITAL MANAGEMENT LLC | 2.421.725 $ | +687.922 $ | +39,7 % | 1.733.803 $ | +1.244.641 $ | +254,4 % | 489.162 $ | ||
| Gradient Investments LLC | 2.300.204 $ | +798.932 $ | +53,2 % | 1.501.272 $ | +591.320 $ | +65,0 % | 909.952 $ | +220.984 $ | +32,1 % |
| DAVENPORT & Co LLC | 1.940.846 $ | -121.733 $ | -5,9 % | 2.062.579 $ | +108.270 $ | +5,5 % | 1.954.309 $ | +64.701 $ | +3,4 % |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 176.450 $ | -1.727.472 $ | -90,7 % | 1.903.922 $ | |||||
| Manske Wealth Management | 1.338.284 $ | +16.512 $ | +1,2 % | 1.321.772 $ | -387.995 $ | -22,7 % | 1.709.767 $ | +225.149 $ | +15,2 % |
| Ethic Inc. | 1.701.752 $ | +533.775 $ | +45,7 % | 1.167.977 $ | +251.746 $ | +27,5 % | 916.231 $ | +40.605 $ | +4,6 % |
| QUADRANT CAPITAL GROUP LLC | 1.651.508 $ | +162.468 $ | +10,9 % | 1.489.040 $ | +730.756 $ | +96,4 % | |||
| Callan Family Office, LLC | 1.629.598 $ | +1.060.029 $ | +186,1 % | 569.569 $ | |||||
| Aquatic Capital Management LLC | 1.611.944 $ | +813.778 $ | +102,0 % | ||||||
| MERCER GLOBAL ADVISORS INC /ADV | 1.603.336 $ | +807.504 $ | +101,5 % | 795.832 $ | +587.429 $ | +281,9 % | |||
| Schonfeld Strategic Advisors LLC | 1.566.627 $ | ||||||||
| CITIGROUP INC | 1.487.474 $ | +224.873 $ | +17,8 % | 1.262.601 $ | +280.866 $ | +28,6 % | 981.735 $ | +769.937 $ | +363,5 % |
| PICTON MAHONEY ASSET MANAGEMENT | 1.385.554 $ | ||||||||
| Mondrian Investment Partners LTD | 1.381.541 $ | ||||||||
| Brooklyn Investment Group | 1.248.839 $ | +852.004 $ | +214,7 % | 396.835 $ | -844 $ | -0,2 % | 397.679 $ | +267.045 $ | +204,4 % |
| MML INVESTORS SERVICES, LLC | 1.241.166 $ | +870.673 $ | +235,0 % | 370.493 $ | +370.005 $ | +75.820,7 % | 488 $ | +53 $ | +12,2 % |
| Atria Investments, Inc | 1.194.492 $ | +92.225 $ | +8,4 % | 1.102.267 $ | +60.942 $ | +5,9 % | 1.041.325 $ | -205.206 $ | -16,5 % |
| RITHOLTZ WEALTH MANAGEMENT | 1.068.766 $ | +508.994 $ | +90,9 % | 559.772 $ | |||||
| US BANCORP \DE\ | 972.686 $ | +136.233 $ | +16,3 % | 836.453 $ | +107.821 $ | +14,8 % | 728.632 $ | +170.318 $ | +30,5 % |
| RHUMBLINE ADVISERS | 929.326 $ | +609.352 $ | +190,4 % | 319.974 $ | +10.559 $ | +3,4 % | 309.415 $ | +58.450 $ | +23,3 % |
| Advisors Preferred, LLC | 928.663 $ | ||||||||
| SIGNATUREFD, LLC | 895.325 $ | +117.399 $ | +15,1 % | 777.926 $ | +93.954 $ | +13,7 % | 683.972 $ | +122.822 $ | +21,9 % |
| GeoWealth Management, LLC | 874.596 $ | +242.302 $ | +38,3 % | 632.294 $ | +66.167 $ | +11,7 % | 566.127 $ | -124.885 $ | -18,1 % |
| Stratos Wealth Partners, LTD. | 874.134 $ | +405.889 $ | +86,7 % | 468.245 $ | |||||
| Legacy Wealth Asset Management, LLC | 848.736 $ | +73.777 $ | +9,5 % | 774.959 $ | +78.552 $ | +11,3 % | 696.407 $ | +92.880 $ | +15,4 % |
| WEALTH ALLIANCE, LLC | 831.903 $ | +68.125 $ | +8,9 % | 763.778 $ | +60.250 $ | +8,6 % | 703.528 $ | -12.172 $ | -1,7 % |
| EARNEST PARTNERS LLC | 803.861 $ | -15.098 $ | -1,8 % | 818.959 $ | +78.317 $ | +10,6 % | 740.642 $ | +81.538 $ | +12,4 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 785.533 $ | +239.287 $ | +43,8 % | 546.246 $ | +147.057 $ | +36,8 % | 399.189 $ | +138.467 $ | +53,1 % |
| SHELTON CAPITAL MANAGEMENT | 509.652 $ | -248.765 $ | -32,8 % | 758.417 $ | +79.749 $ | +11,8 % | 678.668 $ | +83.225 $ | +14,0 % |
| Focus Partners Wealth | 744.853 $ | ||||||||
| First Affirmative Financial Network | 738.337 $ | +133.788 $ | +22,1 % | 604.549 $ | +145.700 $ | +31,8 % | |||
| Vise Technologies, Inc. | 707.827 $ | +246.868 $ | +53,6 % | 460.959 $ | |||||
| Cerity Partners LLC | 705.568 $ | +88.272 $ | +14,3 % | 617.296 $ | +248.741 $ | +67,5 % | |||
| Cetera Investment Advisers | 694.033 $ | ||||||||
| Atlatl Advisers LLC | 675.771 $ | +61.810 $ | +10,1 % | 613.961 $ | +74.129 $ | +13,7 % | 539.832 $ | +66.402 $ | +14,0 % |
| RENAISSANCE TECHNOLOGIES LLC | 628.002 $ | -612.548 $ | -49,4 % | ||||||
| Gallacher Capital Management LLC | 627.959 $ | +62.627 $ | +11,1 % | 565.332 $ | +158.283 $ | +38,9 % | 407.049 $ | +72.454 $ | +21,7 % |
| Laird Norton Wetherby Trust Company, LLC | 586.145 $ | ||||||||
| Caprock Group, LLC | 581.480 $ | +279.570 $ | +92,6 % | 301.910 $ | |||||
| Merit Financial Group, LLC | 580.960 $ | +77.747 $ | +15,5 % | 503.213 $ | +86.372 $ | +20,7 % | 416.841 $ | +152.111 $ | +57,5 % |
| Savant Capital, LLC | 567.947 $ | +83.440 $ | +17,2 % | 484.507 $ | +85.588 $ | +21,5 % | 398.919 $ | ||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 556.581 $ | +81.691 $ | +17,2 % | 474.890 $ | +62.125 $ | +15,1 % | 412.765 $ | +73.056 $ | +21,5 % |
| BARCLAYS PLC | 556.200 $ | ||||||||
| Neuberger Berman Group LLC | 553.206 $ | +139.677 $ | +33,8 % | 413.529 $ | +121.036 $ | +41,4 % | 292.493 $ | +62.314 $ | +27,1 % |
| FRANKLIN RESOURCES INC | 532.962 $ | +39.162 $ | +7,9 % | 493.800 $ | +189.857 $ | +62,5 % | 303.943 $ | ||
| Kovitz Investment Group Partners, LLC | 519.571 $ | +14.400 $ | +2,9 % | 505.171 $ | -240.428 $ | -32,2 % | |||
| HighTower Advisors, LLC | 496.399 $ | ||||||||
| GROUP ONE TRADING LLC | 43.039 $ | -435.254 $ | -91,0 % | 478.293 $ | +11.545 $ | +2,5 % | 466.748 $ | +64.548 $ | +16,0 % |
| IEQ CAPITAL, LLC | 473.509 $ | +129.896 $ | +37,8 % | 343.613 $ | |||||
| DRW Securities, LLC | 469.435 $ | +86.329 $ | +22,5 % | 383.106 $ | |||||
| Versant Capital Management, Inc | 464.902 $ | +64.561 $ | +16,1 % | 400.341 $ | +43.281 $ | +12,1 % | 357.060 $ | +46.471 $ | +15,0 % |
| YOUSIF CAPITAL MANAGEMENT, LLC | 446.717 $ | +49.399 $ | +12,4 % | 397.318 $ | -29.523 $ | -6,9 % | 426.841 $ | +86.926 $ | +25,6 % |
| Smartleaf Asset Management LLC | 431.987 $ | +159.918 $ | +58,8 % | 272.069 $ | +164.365 $ | +152,6 % | 107.704 $ | +52.779 $ | +96,1 % |
| Allspring Global Investments Holdings, LLC | 422.734 $ | +87.927 $ | +26,3 % | 334.807 $ | +26.659 $ | +8,7 % | 308.148 $ | +36.013 $ | +13,2 % |
| Sequoia Financial Advisors, LLC | 414.395 $ | +43.452 $ | +11,7 % | 370.943 $ | |||||
| STIFEL FINANCIAL CORP | 373.438 $ | +125.444 $ | +50,6 % | 247.994 $ | +41.476 $ | +20,1 % | 206.518 $ | ||
| Valeo Financial Advisors, LLC | 356.021 $ | +68.304 $ | +23,7 % | 287.717 $ | +46.099 $ | +19,1 % | 241.618 $ | ||
| CAPITAL FUND MANAGEMENT S.A. | 346.116 $ | +34.812 $ | +11,2 % | 311.304 $ | +33.032 $ | +11,9 % | 278.272 $ | -110.856 $ | -28,5 % |
| Corient Private Wealth LLC | 343.429 $ | ||||||||
| Squarepoint Ops LLC | 329.263 $ | +120.498 $ | +57,7 % | ||||||
| Entropy Technologies, LP | 327.011 $ | ||||||||
| Venturi Wealth Management, LLC | 323.369 $ | ||||||||
| Pinnacle Wealth Planning Services, Inc. | 316.739 $ | +38.882 $ | +14,0 % | 277.857 $ | +14.572 $ | +5,5 % | 263.285 $ | -107.354 $ | -29,0 % |
| Dynasty Wealth Management, LLC | 315.221 $ | ||||||||
| M&T BANK CORP | 313.650 $ | +47.836 $ | +18,0 % | 265.814 $ | +35.214 $ | +15,3 % | 230.600 $ | ||
| COMMONWEALTH EQUITY SERVICES, LLC | 306.980 $ | +306.684 $ | +103.609,5 % | 296 $ | +74 $ | +33,3 % | 222 $ | ||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 306.501 $ | +53.695 $ | +21,2 % | 252.806 $ | -283.877 $ | -52,9 % | |||
| JONES FINANCIAL COMPANIES LLLP | 290.848 $ | +31.007 $ | +11,9 % | 259.841 $ | +28.408 $ | +12,3 % | 231.433 $ | +174.686 $ | +307,8 % |
| Abel Hall, LLC | 288.482 $ | ||||||||
| GAMMA Investing LLC | 284.312 $ | +45.305 $ | +19,0 % | 239.007 $ | +36.895 $ | +18,3 % | 202.112 $ | +62.190 $ | +44,4 % |
| PDS Planning, Inc | 283.659 $ | +46.724 $ | +19,7 % | 236.935 $ | +25.741 $ | +12,2 % | 211.194 $ | ||
| Headlands Technologies LLC | 280.740 $ | +106.626 $ | +61,2 % | 174.114 $ | -422.447 $ | -70,8 % | |||
| COLDSTREAM CAPITAL MANAGEMENT INC | 278.450 $ | +57.860 $ | +26,2 % | 220.590 $ | +111.627 $ | +102,4 % | |||
| ExodusPoint Capital Management, LP | 270.579 $ | ||||||||
| TRUIST FINANCIAL CORP | 263.462 $ | ||||||||
| Federation des caisses Desjardins du Quebec | 261.377 $ | +208.196 $ | +391,5 % | 53.181 $ | +5.643 $ | +11,9 % | 47.538 $ | +6.688 $ | +16,4 % |
| Cetera Trust Company, N.A | 256.584 $ | +64.293 $ | +33,4 % | 192.291 $ | +20.404 $ | +11,9 % | 171.887 $ | +51.057 $ | +42,3 % |
| Trust Point Inc. | 246.409 $ | ||||||||
| Kathmere Capital Management, LLC | 246.284 $ | ||||||||
| HARRIS ASSOCIATES L P | 234.022 $ | +24.237 $ | +11,6 % | 209.785 $ | -12.142 $ | -5,5 % | 221.927 $ | -26.506 $ | -10,7 % |
| Parallel Advisors, LLC | 227.241 $ | +23.983 $ | +11,8 % | 203.258 $ | +23.144 $ | +12,8 % | 180.114 $ | +26.202 $ | +17,0 % |
| Rehmann Capital Advisory Group | 225.139 $ | ||||||||
| Forum Financial Management, LP | 223.498 $ | +22.479 $ | +11,2 % | 201.019 $ | |||||
| West Family Investments, Inc. | 218.338 $ | ||||||||
| Impact Investors, Inc | 217.122 $ | +13.416 $ | +6,6 % | 203.706 $ | |||||
| Meridian Wealth Management, LLC | 207.384 $ | ||||||||
| EverSource Wealth Advisors, LLC | 199.355 $ | +30.100 $ | +17,8 % | 169.255 $ | +40.853 $ | +31,8 % | 128.402 $ | +91.249 $ | +245,6 % |
| OSAIC HOLDINGS, INC. | 189.419 $ | +5.539 $ | +3,0 % | 183.880 $ | +42.553 $ | +30,1 % | 141.327 $ | +70.814 $ | +100,4 % |
| ALLIANZ SE | 158.619 $ | +15.954 $ | +11,2 % | 142.665 $ | -46.011 $ | -24,4 % | 188.676 $ | +101.085 $ | +115,4 % |
| Rockefeller Capital Management L.P. | 174.678 $ | +118.454 $ | +210,7 % | 56.224 $ | |||||
| NATIONAL BANK OF CANADA /FI/ | 151.177 $ | +17.369 $ | +13,0 % | 133.808 $ | +16.133 $ | +13,7 % | 117.675 $ | +33.327 $ | +39,5 % |
| Kestra Advisory Services, LLC | 140.568 $ | ||||||||
| Blue Trust, Inc. | 127.156 $ | +16.791 $ | +15,2 % | 110.365 $ | +13.963 $ | +14,5 % | 96.402 $ | +2.662 $ | +2,8 % |
| Farther Finance Advisors, LLC | 116.073 $ | +81.890 $ | +239,6 % | 34.183 $ | +11.031 $ | +47,6 % | 23.152 $ | +3.192 $ | +16,0 % |
| Caitong International Asset Management Co., Ltd | 112.312 $ | +109.653 $ | +4.123,8 % | 2.659 $ | |||||
| PARADIGM ASSET MANAGEMENT CO LLC | 102.696 $ | +10.329 $ | +11,2 % | 92.367 $ | +9.801 $ | +11,9 % | 82.566 $ | +11.616 $ | +16,4 % |
| Bruce G. Allen Investments, LLC | 79.156 $ | +10.276 $ | +14,9 % | 68.880 $ | +9.561 $ | +16,1 % | |||
| Geneos Wealth Management Inc. | 3.081 $ | +310 $ | +11,2 % | 2.771 $ | -66.735 $ | -96,0 % | 69.506 $ | -9.679 $ | -12,2 % |
| MAI Capital Management | 59.855 $ | +4.517 $ | +8,2 % | 55.338 $ | -9.035 $ | -14,0 % | 64.373 $ | +35.348 $ | +121,8 % |
| PRINCIPAL SECURITIES, INC. | 54.553 $ | -316 $ | -0,6 % | 54.869 $ | +24.390 $ | +80,0 % | |||
| ASSETMARK, INC | 54.367 $ | +8.659 $ | +18,9 % | 45.708 $ | +38.252 $ | +513,0 % | 7.456 $ | ||
| Allworth Financial LP | 46.757 $ | +18.143 $ | +63,4 % | 28.614 $ | +10.815 $ | +60,8 % | 17.799 $ | +5.937 $ | +50,1 % |
| Whipplewood Advisors, LLC | 436 $ | -36.317 $ | -98,8 % | 36.753 $ | -5.215 $ | -12,4 % | |||
| Westside Investment Management, Inc. | 33.854 $ | +3.766 $ | +12,5 % | 30.088 $ | +14.539 $ | +93,5 % | 15.549 $ | ||
| ROTHSCHILD INVESTMENT LLC | 33.105 $ | +3.883 $ | +13,3 % | 29.222 $ | +3.877 $ | +15,3 % | 25.345 $ | +5.457 $ | +27,4 % |
| Arax Advisory Partners | 9.398 $ | -21.810 $ | -69,9 % | 31.208 $ | |||||
| WPG Advisers, LLC | 26.110 $ | +1.647 $ | +6,7 % | 24.463 $ | +2.045 $ | +9,1 % | 22.418 $ | -673 $ | -2,9 % |
| Manchester Capital Management LLC | 24.710 $ | +22.862 $ | +1.237,1 % | 1.848 $ | +196 $ | +11,9 % | 1.652 $ | ||
| Advisory Services Network, LLC | 23.400 $ | ||||||||
| Salomon & Ludwin, LLC | 20.963 $ | +3.754 $ | +21,8 % | 17.209 $ | +16.689 $ | +3.209,4 % | 520 $ | ||
| UMB Bank, n.a. | 4.326 $ | +435 $ | +11,2 % | 3.891 $ | -14.624 $ | -79,0 % | 18.515 $ | +15.526 $ | +519,4 % |
| NewSquare Capital LLC | 17.139 $ | +15.698 $ | +1.089,4 % | ||||||
| SBI Securities Co., Ltd. | 16.462 $ | +1.515 $ | +10,1 % | 14.947 $ | +3.688 $ | +32,8 % | 11.259 $ | +10.807 $ | +2.390,9 % |
| Steward Partners Investment Advisory, LLC | 14.938 $ | +1.503 $ | +11,2 % | 13.435 $ | +1.601 $ | +13,5 % | 11.834 $ | +1.664 $ | +16,4 % |
| Wealthspire Advisors, LLC | 14.135 $ | ||||||||
| Cornerstone Planning Group LLC | 12.428 $ | +10.257 $ | +472,5 % | 2.171 $ | -5.341 $ | -71,1 % | 7.512 $ | +3.054 $ | +68,5 % |
| Bare Financial Services, Inc | 12.355 $ | +1.243 $ | +11,2 % | 11.112 $ | +9.198 $ | +480,6 % | |||
| MATHER GROUP, LLC. | 11.812 $ | +2.739 $ | +30,2 % | ||||||
| CIBC Private Wealth Group LLC | 11.577 $ | +8.921 $ | +335,9 % | 2.656 $ | +304 $ | +12,9 % | 2.352 $ | -1.542 $ | -39,6 % |
| Root Financial Partners, LLC | 11.546 $ | +3.625 $ | +45,8 % | 7.921 $ | |||||
| HighMark Wealth Management LLC | 8.682 $ | -2.234 $ | -20,5 % | 10.916 $ | +4.611 $ | +73,1 % | 6.305 $ | +887 $ | +16,4 % |
| True Wealth Design, LLC | 10.519 $ | +2.765 $ | +35,7 % | 7.754 $ | |||||
| Parkside Financial Bank & Trust | 10.245 $ | ||||||||
| JFS WEALTH ADVISORS, LLC | 9.928 $ | +1.251 $ | +14,4 % | 8.677 $ | +1.446 $ | +20,0 % | 7.231 $ | +4.629 $ | +177,9 % |
| Bangor Savings Bank | 9.865 $ | ||||||||
| Spire Wealth Management | 7.062 $ | -2.147 $ | -23,3 % | 9.209 $ | +977 $ | +11,9 % | 8.232 $ | +1.158 $ | +16,4 % |
| SageView Advisory Group, LLC | 9.025 $ | ||||||||
| Annis Gardner Whiting Capital Advisors, LLC | 8.332 $ | ||||||||
| BROWN BROTHERS HARRIMAN & CO | 8.247 $ | ||||||||
| SJS Investment Consulting Inc. | 8.061 $ | ||||||||
| NATIXIS ADVISORS, LLC | 5.049 $ | -1.701 $ | -25,2 % | 6.750 $ | -230 $ | -3,3 % | 6.980 $ | -1.642 $ | -19,0 % |
| MANNING & NAPIER ADVISORS LLC | 6.331 $ | ||||||||
| WealthCollab, LLC | 5.820 $ | +585 $ | +11,2 % | 5.235 $ | +556 $ | +11,9 % | 4.679 $ | +658 $ | +16,4 % |
| FINANCIAL CONSULATE, INC | 5.695 $ | +1.608 $ | +39,3 % | 4.087 $ | |||||
| HUNTINGTON NATIONAL BANK | 778 $ | -4.820 $ | -86,1 % | 5.598 $ | |||||
| GSA CAPITAL PARTNERS LLP | 5.304 $ | ||||||||
| FIFTH THIRD BANCORP | 1.525 $ | -3.709 $ | -70,9 % | 5.234 $ | +5.019 $ | +2.334,4 % | |||
| IFP Advisors, Inc | 4.824 $ | +486 $ | +11,2 % | 4.338 $ | -616 $ | -12,4 % | 4.954 $ | +1.234 $ | +33,2 % |
| Physician Wealth Advisors, Inc. | 4.762 $ | +1.095 $ | +29,9 % | 3.667 $ | +389 $ | +11,9 % | 3.278 $ | +1.235 $ | +60,5 % |
| Wilmington Savings Fund Society, FSB | 4.729 $ | +665 $ | +16,4 % | ||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4.512 $ | +453 $ | +11,2 % | 4.059 $ | +1.757 $ | +76,3 % | 2.302 $ | +324 $ | +16,4 % |
| Glen Eagle Advisors, LLC | 4.481 $ | +450 $ | +11,2 % | 4.031 $ | |||||
| Stone House Investment Management, LLC | 4.263 $ | +1.940 $ | +83,5 % | 2.323 $ | |||||
| JNBA Financial Advisors | 4.139 $ | ||||||||
| Binnacle Investments Inc | 3.667 $ | -336 $ | -8,4 % | 4.003 $ | -1.136 $ | -22,1 % | |||
| HIGHLINE WEALTH PARTNERS LLC | 3.703 $ | +372 $ | +11,2 % | 3.331 $ | +604 $ | +22,1 % | 2.727 $ | +383 $ | +16,3 % |
| Retirement Wealth Solutions LLC | 3.361 $ | ||||||||
| SIMPLEX TRADING, LLC | 3.112 $ | +2.785 $ | +851,7 % | 327 $ | +32 $ | +10,8 % | 295 $ | +268 $ | +992,6 % |
| CENTRAL TRUST Co | 2.799 $ | ||||||||
| First Command Advisory Services, Inc. | 2.687 $ | +285 $ | +11,9 % | 2.402 $ | +338 $ | +16,4 % | |||
| Nemes Rush Group LLC | 2.645 $ | ||||||||
| IMA Advisory Services, Inc. | 2.489 $ | ||||||||
| Beaird Harris Wealth Management, LLC | 2.479 $ | +250 $ | +11,2 % | 2.229 $ | +606 $ | +37,3 % | 1.623 $ | ||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1.867 $ | +188 $ | +11,2 % | 1.679 $ | -448 $ | -21,1 % | 2.127 $ | +1.245 $ | +141,2 % |
| HM PAYSON & CO | 2.054 $ | ||||||||
| Bell Investment Advisors, Inc | 1.961 $ | +197 $ | +11,2 % | 1.764 $ | +187 $ | +11,9 % | 1.577 $ | +975 $ | +162,0 % |
| HRT FINANCIAL LP | 442 $ | -1.373 $ | -75,6 % | 1.815 $ | |||||
| Ancora Advisors LLC | 1.680 $ | ||||||||
| Stephens Consulting, LLC | 1.652 $ | ||||||||
| Arlington Trust Co LLC | 1.226 $ | ||||||||
| LRI Investments, LLC | 1.120 $ | +112 $ | +11,1 % | 1.008 $ | +107 $ | +11,9 % | 901 $ | +127 $ | +16,4 % |
| GPS Wealth Strategies Group, LLC | 1.064 $ | +113 $ | +11,9 % | 951 $ | +757 $ | +390,2 % | |||
| HANTZ FINANCIAL SERVICES, INC. | 908 $ | +291 $ | +47,2 % | 617 $ | +391 $ | +173,0 % | 226 $ | +215 $ | +1.954,5 % |
| PARK AVENUE SECURITIES LLC | 818 $ | +363 $ | +79,8 % | 455 $ | +50 $ | +12,3 % | 405 $ | -48 $ | -10,6 % |
| Independence Bank of Kentucky | 809 $ | ||||||||
| PROATHLETE WEALTH MANAGEMENT LLC | 775 $ | ||||||||
| FLOW TRADERS U.S. LLC | 708 $ | ||||||||
| Palisade Asset Management, LLC | 700 $ | ||||||||
| Trust Co | 685 $ | ||||||||
| American Capital Advisory, LLC | 623 $ | +35 $ | +6,0 % | 588 $ | |||||
| Fairman Group, LLC | 619 $ | +69 $ | +12,5 % | 550 $ | +199 $ | +56,7 % | |||
| Horizon Investments, LLC | 588 $ | ||||||||
| CULLEN/FROST BANKERS, INC. | 436 $ | ||||||||
| Frazier Financial Advisors, LLC | 420 $ | ||||||||
| Transamerica Financial Advisors, LLC | 373 $ | +63 $ | +20,3 % | 310 $ | |||||
| Abound Wealth Management | 343 $ | +35 $ | +11,4 % | 308 $ | +32 $ | +11,6 % | 276 $ | +39 $ | +16,5 % |
| ACADIAN ASSET MANAGEMENT LLC | 338 $ | ||||||||
| Cambridge Investment Research Advisors, Inc. | 325 $ | +42 $ | +14,8 % | 283 $ | +27 $ | +10,5 % | 256 $ | +40 $ | +18,5 % |
| TD Capital Management LLC | 311 $ | ||||||||
| Turning Point Benefit Group, Inc. | 280 $ | +27 $ | +10,7 % | 253 $ | |||||
| Janney Montgomery Scott LLC | 239 $ | +38 $ | +18,9 % | ||||||
| Virtu Financial LLC | 221 $ | ||||||||
| SG Americas Securities, LLC | 176 $ | ||||||||
| TOTH FINANCIAL ADVISORY CORP | 125 $ | ||||||||
| LAZARD ASSET MANAGEMENT LLC | 109 $ | +14 $ | +14,7 % | ||||||
| CWM, LLC | 74 $ | +7 $ | +10,4 % | 67 $ | +18 $ | +36,7 % | 49 $ | +6 $ | +14,0 % |
| Murphy & Mullick Capital Management Corp | 62 $ | ||||||||
| BESSEMER GROUP INC | 42 $ | +14 $ | +50,0 % | 28 $ | +12 $ | +75,0 % | 16 $ | +9 $ | +128,6 % |
| Rise Advisors, LLC | 37 $ | +4 $ | +12,1 % | 33 $ | +5 $ | +17,9 % | |||
| GW&K Investment Management, LLC | 6 $ | +1 $ | +20,0 % | 5 $ | +0 $ | +0,0 % | 5 $ | +1 $ | +25,0 % |
| Smithfield Trust Co | 1 $ | ||||||||
| Hemington Wealth Management | 0 $ | ||||||||
| 921.312.746 $ | +138.427.982 $ | +773,1 % | 767.196.306 $ | +136.986.199 $ | +626,4 % | 493.904.111 $ | +68.517.487 $ | +112,8 % | |