| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 1.290.594.125 $ | -227.075.667 $ | +1.219,1 % | 1.505.594.561 $ | +572.459.464 $ | +319,6 % | 824.083.296 $ | +47.635.022 $ | +240,8 % | 766.051.818 $ | +74.623.191 $ | +55,3 % | |
| MORGAN STANLEY | 139.035.771 $ | -26.548.951 $ | -16,0 % | 165.584.722 $ | +51.022.317 $ | +44,5 % | 114.562.405 $ | +9.611.162 $ | +9,2 % | 104.951.243 $ | +5.116.721 $ | +5,1 % |
| NATIXIS ADVISORS, LLC | 119.154.000 $ | -34.981.000 $ | -22,7 % | 154.135.000 $ | +29.724.000 $ | +23,9 % | 124.411.000 $ | +15.587.000 $ | +14,3 % | 108.824.000 $ | +14.123.000 $ | +14,9 % |
| JONES FINANCIAL COMPANIES LLLP | 114.590.035 $ | -30.871.383 $ | -21,2 % | 145.461.418 $ | +145.034.792 $ | +33.995,8 % | 426.626 $ | +88.711 $ | +26,3 % | 337.915 $ | +129.770 $ | +62,3 % |
| Pacer Advisors, Inc. | 56.754.000 $ | -14.361.000 $ | -20,2 % | 71.115.000 $ | +28.973.311 $ | +68,8 % | 42.141.689 $ | -30.615.421 $ | -42,1 % | 72.757.110 $ | +6.919.725 $ | +10,5 % |
| BlackRock, Inc. | 60.740.351 $ | -10.006.925 $ | -14,1 % | 70.747.276 $ | +26.706.028 $ | +60,6 % | 44.041.248 $ | +6.420.047 $ | +17,1 % | 37.621.201 $ | +5.538.405 $ | +17,3 % |
| GOLDMAN SACHS GROUP INC | 59.622.345 $ | -10.682.032 $ | -15,2 % | 70.304.377 $ | +18.936.979 $ | +36,9 % | 51.367.398 $ | +5.400.340 $ | +11,7 % | 45.967.058 $ | +3.720.283 $ | +8,8 % |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 40.567.967 $ | -22.765.659 $ | -35,9 % | 63.333.626 $ | ||||||||
| AMERICAN CENTURY COMPANIES INC | 53.683.659 $ | +3.910.166 $ | +7,9 % | 49.773.493 $ | +22.416.324 $ | +81,9 % | 27.357.169 $ | +5.097.829 $ | +22,9 % | 22.259.340 $ | +6.756.355 $ | +43,6 % |
| NORTHERN TRUST CORP | 42.910.499 $ | -8.796.680 $ | -17,0 % | 51.707.179 $ | +16.898.709 $ | +48,5 % | 34.808.470 $ | +2.438.165 $ | +7,5 % | 32.370.305 $ | +2.804.465 $ | +9,5 % |
| BANK OF AMERICA CORP /DE/ | 23.301.348 $ | -16.403.406 $ | -41,3 % | 39.704.754 $ | +6.293.746 $ | +18,8 % | 33.411.008 $ | +2.508.812 $ | +8,1 % | 30.902.196 $ | +250.607 $ | +0,8 % |
| FMR LLC | 33.331.700 $ | -4.724.199 $ | -12,4 % | 38.055.899 $ | +14.204.459 $ | +59,6 % | 23.851.440 $ | +809.481 $ | +3,5 % | 23.041.959 $ | +5.568.989 $ | +31,9 % |
| Invesco Ltd. | 22.465.444 $ | -10.720.596 $ | -32,3 % | 33.186.040 $ | ||||||||
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 27.913.110 $ | -4.263.627 $ | -13,3 % | 32.176.737 $ | +9.820.023 $ | +43,9 % | 22.356.714 $ | +3.320.253 $ | +17,4 % | 19.036.461 $ | +3.686.856 $ | +24,0 % |
| GQG Partners LLC | 27.689.004 $ | +10.663.647 $ | +62,6 % | 17.025.357 $ | +10.358.313 $ | +155,4 % | 6.667.044 $ | +1.728.609 $ | +35,0 % | 4.938.435 $ | +651.798 $ | +15,2 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26.904.107 $ | +15.533.592 $ | +136,6 % | 11.370.515 $ | +8.256.514 $ | +265,1 % | 3.114.001 $ | +17.396 $ | +0,6 % | 3.096.605 $ | +1.040.010 $ | +50,6 % |
| RAYMOND JAMES FINANCIAL INC | 20.097.758 $ | -5.834.919 $ | -22,5 % | 25.932.677 $ | +5.676.967 $ | +28,0 % | 20.255.710 $ | +1.346.704 $ | +7,1 % | 18.909.006 $ | +2.409.685 $ | +14,6 % |
| BRANDES INVESTMENT PARTNERS, LP | 218.391 $ | -15.358.654 $ | -98,6 % | 15.577.045 $ | -10.162.530 $ | -39,5 % | 25.739.575 $ | +2.955.432 $ | +13,0 % | |||
| Quantinno Capital Management LP | 22.193.603 $ | -3.503.982 $ | -13,6 % | 25.697.585 $ | +10.482.150 $ | +68,9 % | 15.215.435 $ | +4.846.579 $ | +46,7 % | 10.368.856 $ | +3.794.312 $ | +57,7 % |
| MILLENNIUM MANAGEMENT LLC | 25.182.377 $ | +212.159 $ | +0,8 % | 24.970.218 $ | +18.848.258 $ | +307,9 % | 6.121.960 $ | -528.431 $ | -7,9 % | 6.650.391 $ | -2.012.330 $ | -23,2 % |
| Capital Wealth Planning, LLC | 21.521.533 $ | +70.815 $ | +0,3 % | 21.450.718 $ | +9.488.550 $ | +79,3 % | 11.962.168 $ | +6.856.532 $ | +134,3 % | 5.105.636 $ | ||
| UBS Group AG | 18.990.624 $ | +3.109.311 $ | +19,6 % | 15.881.313 $ | +6.952.285 $ | +77,9 % | 8.929.028 $ | +986.151 $ | +12,4 % | 7.942.877 $ | +520.189 $ | +7,0 % |
| ENVESTNET ASSET MANAGEMENT INC | 9.782.274 $ | -7.657.877 $ | -43,9 % | 17.440.151 $ | +12.146.804 $ | +229,5 % | 5.293.347 $ | -36.080 $ | -0,7 % | 5.329.427 $ | +564.923 $ | +11,9 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11.783.369 $ | -64.821 $ | -0,5 % | 11.848.190 $ | +5.348.082 $ | +82,3 % | 6.500.108 $ | +2.843.988 $ | +77,8 % | 3.656.120 $ | +717.960 $ | +24,4 % |
| Creative Planning | 11.047.002 $ | -292.094 $ | -2,6 % | 11.339.096 $ | +5.451.018 $ | +92,6 % | 5.888.078 $ | +1.967.196 $ | +50,2 % | 3.920.882 $ | +1.264.763 $ | +47,6 % |
| WELLS FARGO & COMPANY/MN | 9.452.961 $ | -908.210 $ | -8,8 % | 10.361.171 $ | +948.350 $ | +10,1 % | 9.412.821 $ | -113.393 $ | -1,2 % | 9.526.214 $ | +956.482 $ | +11,2 % |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8.960.709 $ | -970.836 $ | -9,8 % | 9.931.545 $ | +4.361.068 $ | +78,3 % | 5.570.477 $ | +1.269.949 $ | +29,5 % | 4.300.528 $ | +901.550 $ | +26,5 % |
| LPL Financial LLC | 8.197.722 $ | -643.636 $ | -7,3 % | 8.841.358 $ | +4.766.356 $ | +117,0 % | 4.075.002 $ | +610.929 $ | +17,6 % | 3.464.073 $ | +1.925.228 $ | +125,1 % |
| Fisher Asset Management, LLC | 4.037.374 $ | -4.407.842 $ | -52,2 % | 8.445.216 $ | +2.655.237 $ | +45,9 % | 5.789.979 $ | +418.617 $ | +7,8 % | 5.371.362 $ | +715.127 $ | +15,4 % |
| CI INVESTMENTS INC. | 6.946.526 $ | -1.086.886 $ | -13,5 % | 8.033.412 $ | +1.019.710 $ | +14,5 % | 7.013.702 $ | +48.702 $ | +0,7 % | 6.965.000 $ | -1.071.000 $ | -13,3 % |
| JPMORGAN CHASE & CO | 7.103.148 $ | -752.331 $ | -9,6 % | 7.855.479 $ | +3.461.702 $ | +78,8 % | 4.393.777 $ | -454.087 $ | -9,4 % | 4.847.864 $ | +3.377.681 $ | +229,7 % |
| Connor, Clark & Lunn Investment Management Ltd. | 7.801.206 $ | +3.186.812 $ | +69,1 % | 4.614.394 $ | +272.695 $ | +6,3 % | 4.341.699 $ | +359.259 $ | +9,0 % | |||
| CITADEL ADVISORS LLC | 6.405.762 $ | -1.242.985 $ | -16,3 % | 7.648.747 $ | +5.520.313 $ | +259,4 % | 2.128.434 $ | -444.900 $ | -17,3 % | 2.573.334 $ | +195.132 $ | +8,2 % |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 567.428 $ | -6.999.687 $ | -92,5 % | 7.567.115 $ | +3.477.828 $ | +85,0 % | 4.089.287 $ | +3.836.074 $ | +1.515,0 % | 253.213 $ | +29.580 $ | +13,2 % |
| QRG CAPITAL MANAGEMENT, INC. | 6.755.868 $ | -775.260 $ | -10,3 % | 7.531.128 $ | +3.801.730 $ | +101,9 % | 3.729.398 $ | +937.137 $ | +33,6 % | 2.792.261 $ | +108.615 $ | +4,0 % |
| HRT FINANCIAL LP | 7.456.000 $ | +7.082.000 $ | +1.893,6 % | 374.000 $ | ||||||||
| STATE STREET CORP | 1.869.763 $ | -3.865.188 $ | -67,4 % | 5.734.951 $ | +1.903.893 $ | +49,7 % | 3.831.058 $ | -3.594.666 $ | -48,4 % | 7.425.724 $ | +555.926 $ | +8,1 % |
| GABELLI FUNDS LLC | 6.091.800 $ | -1.267.500 $ | -17,2 % | 7.359.300 $ | +2.427.100 $ | +49,2 % | 4.932.200 $ | +388.700 $ | +8,6 % | 4.543.500 $ | +328.900 $ | +7,8 % |
| CIBC WORLD MARKET INC. | 5.899.861 $ | -1.136.705 $ | -16,2 % | 7.036.566 $ | +2.158.430 $ | +44,2 % | 4.878.136 $ | +252.049 $ | +5,4 % | 4.626.087 $ | +381.563 $ | +9,0 % |
| 1832 Asset Management L.P. | 6.630.690 $ | +641.352 $ | +10,7 % | 5.989.338 $ | +3.261.452 $ | +119,6 % | 2.727.886 $ | |||||
| OLD MISSION CAPITAL LLC | 6.629.143 $ | |||||||||||
| Optiver Holding B.V. | 1.080.498 $ | -5.505.396 $ | -83,6 % | 6.585.894 $ | +5.297.148 $ | +411,0 % | 1.288.746 $ | |||||
| AQR CAPITAL MANAGEMENT LLC | 6.368.083 $ | +2.425.762 $ | +61,5 % | 3.942.321 $ | +2.147.291 $ | +119,6 % | 1.795.030 $ | +628.037 $ | +53,8 % | 1.166.993 $ | +603.637 $ | +107,2 % |
| MANNING & NAPIER ADVISORS LLC | 3.956.812 $ | -2.212.885 $ | -35,9 % | 6.169.697 $ | +1.898.694 $ | +44,5 % | 4.271.003 $ | +239.858 $ | +6,0 % | 4.031.145 $ | +27.814 $ | +0,7 % |
| Mariner, LLC | 4.931.163 $ | -1.228.247 $ | -19,9 % | 6.159.410 $ | +2.109.549 $ | +52,1 % | 4.049.861 $ | +784.773 $ | +24,0 % | 3.265.088 $ | +9.732 $ | +0,3 % |
| Purpose Unlimited Inc. | 5.983.168 $ | |||||||||||
| Qube Research & Technologies Ltd | 5.714.155 $ | +2.191.843 $ | +62,2 % | 3.522.312 $ | +2.939.765 $ | +504,6 % | 582.547 $ | -134.454 $ | -18,8 % | |||
| US BANCORP \DE\ | 4.141.251 $ | -1.096.986 $ | -20,9 % | 5.238.237 $ | +3.546.151 $ | +209,6 % | 1.692.086 $ | +172.740 $ | +11,4 % | 1.519.346 $ | +164.999 $ | +12,2 % |
| Generali Investments CEE, investicni spolecnost, a.s. | 2.927.654 $ | -1.908.485 $ | -39,5 % | 4.836.139 $ | +1.645.632 $ | +51,6 % | 3.190.507 $ | +252.554 $ | +8,6 % | 2.937.953 $ | +45.708 $ | +1,6 % |
| DIMENSIONAL FUND ADVISORS LP | 3.517.369 $ | -1.205.713 $ | -25,5 % | 4.723.082 $ | +1.326.731 $ | +39,1 % | 3.396.351 $ | +394.845 $ | +13,2 % | 3.001.506 $ | +188.487 $ | +6,7 % |
| Turas Capital Management LP | 4.636.359 $ | |||||||||||
| MONECO ADVISORS, LLC | 4.205.444 $ | +1.384.681 $ | +49,1 % | 2.820.763 $ | ||||||||
| Callan Family Office, LLC | 3.129.449 $ | -1.075.992 $ | -25,6 % | 4.205.441 $ | +1.201.386 $ | +40,0 % | 3.004.055 $ | +1.195.462 $ | +66,1 % | 1.808.593 $ | -16.037 $ | -0,9 % |
| RD Lewis Holdings, Inc. | 4.204.392 $ | +87.858 $ | +2,1 % | 4.116.534 $ | +1.001.032 $ | +32,1 % | 3.115.502 $ | +431.866 $ | +16,1 % | 2.683.636 $ | +367.425 $ | +15,9 % |
| Point72 Asset Management, L.P. | 4.188.628 $ | +1.782.986 $ | +74,1 % | 2.405.642 $ | -516.914 $ | -17,7 % | 2.922.556 $ | |||||
| Arosa Capital Management LP | 3.113.550 $ | -1.059.850 $ | -25,4 % | 4.173.400 $ | ||||||||
| Corient Private Wealth LP | 1.935.866 $ | -865.214 $ | -30,9 % | 2.801.080 $ | -1.335.915 $ | -32,3 % | 4.136.995 $ | +2.288.624 $ | +123,8 % | 1.848.371 $ | +123.913 $ | +7,2 % |
| Trek Financial, LLC | 259.417 $ | +26.086 $ | +11,2 % | 233.331 $ | -3.894.648 $ | -94,3 % | 4.127.979 $ | |||||
| Crossmark Global Holdings, Inc. | 3.202.553 $ | -802.661 $ | -20,0 % | 4.005.214 $ | +1.183.617 $ | +41,9 % | 2.821.597 $ | -282.977 $ | -9,1 % | 3.104.574 $ | -421.004 $ | -11,9 % |
| Orion Porfolio Solutions, LLC | 3.107.791 $ | -893.674 $ | -22,3 % | 4.001.465 $ | +829.955 $ | +26,2 % | 3.171.510 $ | +397.082 $ | +14,3 % | 2.774.428 $ | +137.003 $ | +5,2 % |
| LFG Wealth Partners, LLC | 3.141.517 $ | -823.828 $ | -20,8 % | 3.965.345 $ | +990.313 $ | +33,3 % | 2.975.032 $ | |||||
| Vestmark Advisory Solutions, Inc. | 2.678.189 $ | -1.169.527 $ | -30,4 % | 3.847.716 $ | +3.633.228 $ | +1.693,9 % | 214.488 $ | -587.842 $ | -73,3 % | |||
| Vanguard Personalized Indexing Management, LLC | 3.140.979 $ | -438.075 $ | -12,2 % | 3.579.054 $ | +537.442 $ | +17,7 % | 3.041.612 $ | +178.718 $ | +6,2 % | 2.862.894 $ | +274.611 $ | +10,6 % |
| BNP PARIBAS FINANCIAL MARKETS | 3.507.002 $ | +3.504.794 $ | +158.731,6 % | 2.208 $ | +728 $ | +49,2 % | 1.480 $ | -112.562 $ | -98,7 % | 114.042 $ | -526.901 $ | -82,2 % |
| Nuveen, LLC | 3.486.619 $ | |||||||||||
| Neuberger Berman Group LLC | 3.070.698 $ | -209.199 $ | -6,4 % | 3.279.897 $ | +1.650.963 $ | +101,4 % | 1.628.934 $ | +607.136 $ | +59,4 % | 1.021.798 $ | +273.285 $ | +36,5 % |
| Cambridge Investment Research Advisors, Inc. | 3.188.000 $ | +1.296.000 $ | +68,5 % | 1.892.000 $ | +1.619.000 $ | +593,0 % | 273.000 $ | +62.000 $ | +29,4 % | 211.000 $ | ||
| Advisors Asset Management, Inc. | 2.300.545 $ | -823.251 $ | -26,4 % | 3.123.796 $ | +1.130.428 $ | +56,7 % | 1.993.368 $ | -205.861 $ | -9,4 % | 2.199.229 $ | +148.016 $ | +7,2 % |
| Ativo Capital Management LLC | 572.254 $ | -2.517.495 $ | -81,5 % | 3.089.749 $ | +1.476.956 $ | +91,6 % | 1.612.793 $ | +32.598 $ | +2,1 % | 1.580.195 $ | +427.141 $ | +37,0 % |
| ROYAL BANK OF CANADA | 634.000 $ | -79.000 $ | -11,1 % | 713.000 $ | -1.462.000 $ | -67,2 % | 2.175.000 $ | -662.000 $ | -23,3 % | 2.837.000 $ | -4.169.000 $ | -59,5 % |
| Blue Capital, Inc. | 1.570.044 $ | -1.236.057 $ | -44,0 % | 2.806.101 $ | ||||||||
| Harvest Portfolios Group Inc. | 2.011.747 $ | -733.781 $ | -26,7 % | 2.745.528 $ | +804.062 $ | +41,4 % | 1.941.466 $ | +100.894 $ | +5,5 % | 1.840.572 $ | +180.668 $ | +10,9 % |
| ABC ARBITRAGE SA | 2.725.190 $ | +2.034.152 $ | +294,4 % | 691.038 $ | -349.968 $ | -33,6 % | ||||||
| RITHOLTZ WEALTH MANAGEMENT | 2.403.965 $ | -281.670 $ | -10,5 % | 2.685.635 $ | +1.396.548 $ | +108,3 % | 1.289.087 $ | +279.067 $ | +27,6 % | 1.010.020 $ | +322.197 $ | +46,8 % |
| Prospera Financial Services Inc | 2.200.436 $ | +1.936.582 $ | +734,0 % | 263.854 $ | ||||||||
| Vident Advisory, LLC | 1.921.073 $ | -252.468 $ | -11,6 % | 2.173.541 $ | +810.129 $ | +59,4 % | 1.363.412 $ | +36.500 $ | +2,8 % | 1.326.912 $ | +131.230 $ | +11,0 % |
| Pathstone Holdings, LLC | 1.721.252 $ | -421.616 $ | -19,7 % | 2.142.868 $ | +774.713 $ | +56,6 % | 1.368.155 $ | +133.342 $ | +10,8 % | 1.234.813 $ | +182.849 $ | +17,4 % |
| Brooklyn Investment Group | 2.135.613 $ | +976.650 $ | +84,3 % | 1.158.963 $ | +894.591 $ | +338,4 % | 264.372 $ | -2.088 $ | -0,8 % | |||
| CITIGROUP INC | 2.087.379 $ | +1.971.555 $ | +1.702,2 % | 115.824 $ | +56.600 $ | +95,6 % | 59.224 $ | -21.580 $ | -26,7 % | 80.804 $ | -40.966 $ | -33,6 % |
| IMC-Chicago, LLC | 1.996.798 $ | -52.484 $ | -2,6 % | 2.049.282 $ | ||||||||
| LSV ASSET MANAGEMENT | 1.682.000 $ | -350.000 $ | -17,2 % | 2.032.000 $ | +670.000 $ | +49,2 % | 1.362.000 $ | +107.000 $ | +8,5 % | 1.255.000 $ | +42.000 $ | +3,5 % |
| NEW YORK STATE COMMON RETIREMENT FUND | 2.016.021 $ | |||||||||||
| Integrated Quantitative Investments LLC | 2.016.021 $ | |||||||||||
| AMERIPRISE FINANCIAL INC | 1.607.670 $ | -408.131 $ | -20,2 % | 2.015.801 $ | +524.541 $ | +35,2 % | 1.491.260 $ | +378.367 $ | +34,0 % | 1.112.893 $ | +181.369 $ | +19,5 % |
| HANTZ FINANCIAL SERVICES, INC. | 1.363.000 $ | +147.000 $ | +12,1 % | 1.216.000 $ | -590.000 $ | -32,7 % | 1.806.000 $ | -175.000 $ | -8,8 % | 1.981.000 $ | +483.000 $ | +32,2 % |
| VAN ECK ASSOCIATES CORP | 1.522.435 $ | -453.565 $ | -23,0 % | 1.976.000 $ | +820.000 $ | +70,9 % | 1.156.000 $ | +238.000 $ | +25,9 % | 918.000 $ | +208.000 $ | +29,3 % |
| Russell Investments Group, Ltd. | 1.898.392 $ | -59.655 $ | -3,0 % | 1.958.047 $ | +858.912 $ | +78,1 % | 1.099.135 $ | +434.449 $ | +65,4 % | 664.686 $ | +164.212 $ | +32,8 % |
| Sequoia Financial Advisors, LLC | 1.606.737 $ | -351.292 $ | -17,9 % | 1.958.029 $ | +692.692 $ | +54,7 % | 1.265.337 $ | +187.793 $ | +17,4 % | 1.077.544 $ | +119.273 $ | +12,4 % |
| STIFEL FINANCIAL CORP | 1.512.850 $ | +190.814 $ | +14,4 % | 1.322.036 $ | -390.285 $ | -22,8 % | 1.712.321 $ | -214.417 $ | -11,1 % | 1.926.738 $ | +324.790 $ | +20,3 % |
| Cerity Partners LLC | 1.693.094 $ | -233.632 $ | -12,1 % | 1.926.726 $ | +708.828 $ | +58,2 % | 1.217.898 $ | +176.684 $ | +17,0 % | 1.041.214 $ | +120.391 $ | +13,1 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.592.771 $ | -292.342 $ | -15,5 % | 1.885.113 $ | +543.781 $ | +40,5 % | 1.341.332 $ | +109.449 $ | +8,9 % | 1.231.883 $ | +160.500 $ | +15,0 % |
| Diversify Advisory Services, LLC | 1.876.673 $ | |||||||||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1.876.673 $ | |||||||||||
| Caprock Group, LLC | 1.515.125 $ | -338.527 $ | -18,3 % | 1.853.652 $ | +653.078 $ | +54,4 % | 1.200.574 $ | +239.255 $ | +24,9 % | 961.319 $ | ||
| Advisors Preferred, LLC | 238.896 $ | -877.906 $ | -78,6 % | 1.116.802 $ | +292.590 $ | +35,5 % | 824.212 $ | -1.005.499 $ | -55,0 % | 1.829.711 $ | ||
| Bleakley Financial Group, LLC | 1.664.651 $ | -152.870 $ | -8,4 % | 1.817.521 $ | +728.453 $ | +66,9 % | 1.089.068 $ | +162.788 $ | +17,6 % | 926.280 $ | +171.153 $ | +22,7 % |
| Employees Retirement System of Texas | 1.465.000 $ | -305.000 $ | -17,2 % | 1.770.000 $ | ||||||||
| MERCER GLOBAL ADVISORS INC /ADV | 1.711.520 $ | +78.394 $ | +4,8 % | 1.633.126 $ | +649.575 $ | +66,0 % | 983.551 $ | +76.645 $ | +8,5 % | 906.906 $ | +43.307 $ | +5,0 % |
| Cetera Investment Advisers | 1.709.956 $ | +217.232 $ | +14,6 % | 1.492.724 $ | +700.047 $ | +88,3 % | 792.677 $ | +245.724 $ | +44,9 % | 546.953 $ | +182.793 $ | +50,2 % |
| Laird Norton Wetherby Trust Company, LLC | 1.343.336 $ | -292.643 $ | -17,9 % | 1.635.979 $ | +550.781 $ | +50,8 % | 1.085.198 $ | |||||
| MML INVESTORS SERVICES, LLC | 1.629.041 $ | +94.910 $ | +6,2 % | 1.534.131 $ | +677.560 $ | +79,1 % | 856.571 $ | +202.237 $ | +30,9 % | 654.334 $ | +256.334 $ | +64,4 % |
| SIGNATUREFD, LLC | 1.371.920 $ | -251.711 $ | -15,5 % | 1.623.631 $ | +543.783 $ | +50,4 % | 1.079.848 $ | +112.607 $ | +11,6 % | 967.241 $ | +93.976 $ | +10,8 % |
| Tidal Investments LLC | 1.116.486 $ | -490.955 $ | -30,5 % | 1.607.441 $ | +595.050 $ | +58,8 % | 1.012.391 $ | +133.224 $ | +15,2 % | 879.167 $ | -100.273 $ | -10,2 % |
| YOUSIF CAPITAL MANAGEMENT, LLC | 219.680 $ | -1.375.646 $ | -86,2 % | 1.595.326 $ | +517.966 $ | +48,1 % | 1.077.360 $ | +92.434 $ | +9,4 % | 984.926 $ | +71.298 $ | +7,8 % |
| GTS SECURITIES LLC | 811.662 $ | -771.946 $ | -48,7 % | 1.583.608 $ | +1.352.515 $ | +585,3 % | 231.093 $ | |||||
| Private Advisor Group, LLC | 1.556.718 $ | +1.206.803 $ | +344,9 % | 349.915 $ | +31.090 $ | +9,8 % | 318.825 $ | +35.465 $ | +12,5 % | |||
| GUGGENHEIM CAPITAL LLC | 1.267.001 $ | -270.753 $ | -17,6 % | 1.537.754 $ | +540.273 $ | +54,2 % | 997.481 $ | +161.197 $ | +19,3 % | 836.284 $ | +37.488 $ | +4,7 % |
| HighTower Advisors, LLC | 1.114.177 $ | -413.340 $ | -27,1 % | 1.527.517 $ | +696.897 $ | +83,9 % | 830.620 $ | +133.542 $ | +19,2 % | 697.078 $ | +149.310 $ | +27,3 % |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1.224.219 $ | -301.234 $ | -19,7 % | 1.525.453 $ | +409.068 $ | +36,6 % | 1.116.385 $ | +108.729 $ | +10,8 % | 1.007.656 $ | +364.961 $ | +56,8 % |
| IEQ CAPITAL, LLC | 1.222.342 $ | -231.401 $ | -15,9 % | 1.453.743 $ | +740.814 $ | +103,9 % | 712.929 $ | +124.617 $ | +21,2 % | 588.312 $ | +289.853 $ | +97,1 % |
| Dorsey Wright & Associates | 1.427.496 $ | |||||||||||
| Focus Partners Wealth | 1.253.425 $ | -172.928 $ | -12,1 % | 1.426.353 $ | +668.603 $ | +88,2 % | 757.750 $ | +127.299 $ | +20,2 % | 630.451 $ | ||
| Dynasty Wealth Management, LLC | 1.103.131 $ | -313.761 $ | -22,1 % | 1.416.892 $ | +416.718 $ | +41,7 % | 1.000.174 $ | +121.461 $ | +13,8 % | 878.713 $ | ||
| FIRST TRUST ADVISORS LP | 1.415.172 $ | +282.237 $ | +24,9 % | 1.132.935 $ | +435.257 $ | +62,4 % | 697.678 $ | +123.170 $ | +21,4 % | 574.508 $ | -145.086 $ | -20,2 % |
| BARCLAYS PLC | 1.361.612 $ | +1.320.796 $ | +3.236,0 % | 40.816 $ | ||||||||
| Legacy Wealth Asset Management, LLC | 1.350.771 $ | +571.332 $ | +73,3 % | 779.439 $ | +48.460 $ | +6,6 % | 730.979 $ | +55.768 $ | +8,3 % | |||
| QUADRANT CAPITAL GROUP LLC | 1.345.237 $ | +430.731 $ | +47,1 % | 914.506 $ | +92.258 $ | +11,2 % | 822.248 $ | -208.482 $ | -20,2 % | |||
| OSAIC HOLDINGS, INC. | 1.331.220 $ | +671.583 $ | +101,8 % | 659.637 $ | -79.077 $ | -10,7 % | 738.714 $ | +138.793 $ | +23,1 % | 599.921 $ | +151.724 $ | +33,9 % |
| Janney Montgomery Scott LLC | 1.060.000 $ | -260.000 $ | -19,7 % | 1.320.000 $ | +1.011.000 $ | +327,2 % | 309.000 $ | +92.000 $ | +42,4 % | |||
| Redhawk Wealth Advisors, Inc. | 978.577 $ | -314.112 $ | -24,3 % | 1.292.689 $ | +369.419 $ | +40,0 % | 923.270 $ | |||||
| Summit Global Investments | 1.230.000 $ | |||||||||||
| Farther Finance Advisors, LLC | 671.800 $ | -549.554 $ | -45,0 % | 1.221.354 $ | +486.532 $ | +66,2 % | 734.822 $ | +681.523 $ | +1.278,7 % | 53.299 $ | +26.423 $ | +98,3 % |
| ELEVATION POINT WEALTH PARTNERS, LLC | 855.616 $ | -361.224 $ | -29,7 % | 1.216.840 $ | +998.403 $ | +457,1 % | 218.437 $ | |||||
| Gallacher Capital Management LLC | 431.073 $ | -777.899 $ | -64,3 % | 1.208.972 $ | +408.356 $ | +51,0 % | 800.616 $ | +62.711 $ | +8,5 % | 737.905 $ | +156.420 $ | +26,9 % |
| Tower Research Capital LLC (TRC) | 1.164.893 $ | +1.164.212 $ | +170.956,2 % | |||||||||
| Forum Financial Management, LP | 1.159.295 $ | +91.362 $ | +8,6 % | 1.067.933 $ | +133.491 $ | +14,3 % | ||||||
| Savant Capital, LLC | 922.171 $ | -209.237 $ | -18,5 % | 1.131.408 $ | +450.840 $ | +66,2 % | 680.568 $ | +95.889 $ | +16,4 % | 584.679 $ | +21.219 $ | +3,8 % |
| INTEGRITY ALLIANCE, LLC. | 1.076.796 $ | +200.844 $ | +22,9 % | 875.952 $ | ||||||||
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1.068.877 $ | +404.559 $ | +60,9 % | 664.318 $ | +289.661 $ | +77,3 % | 374.657 $ | |||||
| Purkiss Capital Advisors LLC | 900.509 $ | -167.665 $ | -15,7 % | 1.068.174 $ | +372.354 $ | +53,5 % | 695.820 $ | |||||
| Stratos Wealth Partners, LTD. | 1.066.815 $ | |||||||||||
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 292.594 $ | -774.165 $ | -72,6 % | 1.066.759 $ | ||||||||
| NFSG Corp | 13.777 $ | -8.188 $ | -37,3 % | 21.965 $ | -988.741 $ | -97,8 % | 1.010.706 $ | +827.568 $ | +451,9 % | 183.138 $ | ||
| Arax Advisory Partners | 987.856 $ | +912.281 $ | +1.207,1 % | 75.575 $ | -65.790 $ | -46,5 % | 141.365 $ | +42.840 $ | +43,5 % | 98.525 $ | +66.267 $ | +205,4 % |
| DV EQUITIES, LLC | 960.396 $ | +925.264 $ | +2.633,7 % | 35.132 $ | ||||||||
| ACADIAN ASSET MANAGEMENT LLC | 930.000 $ | |||||||||||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 768.551 $ | -159.910 $ | -17,2 % | 928.461 $ | +786.831 $ | +555,6 % | 141.630 $ | |||||
| Hennion & Walsh Asset Management, Inc. | 749.807 $ | -174.804 $ | -18,9 % | 924.611 $ | +587.173 $ | +174,0 % | 337.438 $ | |||||
| Aaron Wealth Advisors LLC | 775.955 $ | -142.486 $ | -15,5 % | 918.441 $ | +412.549 $ | +81,5 % | 505.892 $ | +107.707 $ | +27,0 % | 398.185 $ | +56.608 $ | +16,6 % |
| Timothy G. Youngquist 2020 Irrevocable Trust | 907.303 $ | |||||||||||
| AlphaCore Capital LLC | 832.062 $ | -60.650 $ | -6,8 % | 892.712 $ | +874.070 $ | +4.688,7 % | ||||||
| CAMBIAR INVESTORS LLC | 259.745 $ | -333.528 $ | -56,2 % | 593.273 $ | -64.607 $ | -9,8 % | 657.880 $ | -219.889 $ | -25,1 % | 877.769 $ | -3.579.008 $ | -80,3 % |
| &PARTNERS | 787.857 $ | -64.180 $ | -7,5 % | 852.037 $ | +409.543 $ | +92,6 % | 442.494 $ | +48.607 $ | +12,3 % | 393.887 $ | +55.066 $ | +16,3 % |
| AdvisorShares Investments LLC | 843.386 $ | |||||||||||
| U.S. Capital Wealth Advisors, LLC | 842.923 $ | +297.194 $ | +54,5 % | 545.729 $ | ||||||||
| Inspire Advisors, LLC | 525.190 $ | -311.936 $ | -37,3 % | 837.126 $ | +218.430 $ | +35,3 % | 618.696 $ | +27.841 $ | +4,7 % | 590.855 $ | +42.414 $ | +7,7 % |
| RHUMBLINE ADVISERS | 832.313 $ | -2.844 $ | -0,3 % | 835.157 $ | +336.897 $ | +67,6 % | 498.260 $ | +336.200 $ | +207,5 % | 162.060 $ | +25.769 $ | +18,9 % |
| PARK AVENUE SECURITIES LLC | 706.000 $ | -97.000 $ | -12,1 % | 803.000 $ | +421.000 $ | +110,2 % | 382.000 $ | +58.000 $ | +17,9 % | 324.000 $ | +62.000 $ | +23,7 % |
| SYON CAPITAL LLC | 685.187 $ | -105.655 $ | -13,4 % | 790.842 $ | +197.195 $ | +33,2 % | 593.647 $ | +104.871 $ | +21,5 % | 488.776 $ | ||
| Kathmere Capital Management, LLC | 786.873 $ | +14.996 $ | +1,9 % | 771.877 $ | +352.185 $ | +83,9 % | 419.692 $ | +126.706 $ | +43,2 % | 292.986 $ | ||
| Versant Capital Management, Inc | 634.203 $ | -148.034 $ | -18,9 % | 782.237 $ | +317.434 $ | +68,3 % | 464.803 $ | +83.498 $ | +21,9 % | 381.305 $ | +23.194 $ | +6,5 % |
| Rehmann Capital Advisory Group | 619.254 $ | -159.926 $ | -20,5 % | 779.180 $ | +255.419 $ | +48,8 % | 523.761 $ | +39.844 $ | +8,2 % | 483.917 $ | +37.170 $ | +8,3 % |
| XY Capital Ltd | 498.965 $ | -269.912 $ | -35,1 % | 768.877 $ | +309.459 $ | +67,4 % | 459.418 $ | |||||
| GLENMEDE TRUST CO NA | 593.996 $ | -169.842 $ | -22,2 % | 763.838 $ | +278.738 $ | +57,5 % | 485.100 $ | |||||
| GREENLEAF TRUST | 594.747 $ | -133.993 $ | -18,4 % | 728.740 $ | +247.319 $ | +51,4 % | 481.421 $ | +46.224 $ | +10,6 % | 435.197 $ | +31.276 $ | +7,7 % |
| Allspring Global Investments Holdings, LLC | 636.377 $ | -84.578 $ | -11,7 % | 720.955 $ | +301.492 $ | +71,9 % | 419.463 $ | +117.068 $ | +38,7 % | 302.395 $ | +43.418 $ | +16,8 % |
| MARSHALL WACE, LLP | 718.574 $ | |||||||||||
| LVW Advisors, LLC | 700.183 $ | +37.562 $ | +5,7 % | 662.621 $ | ||||||||
| FLOW TRADERS U.S. LLC | 700.000 $ | +97.000 $ | +16,1 % | 603.000 $ | +284.000 $ | +89,0 % | 319.000 $ | |||||
| New Vernon Capital Holdings II LLC | 571.551 $ | -118.921 $ | -17,2 % | 690.472 $ | +227.718 $ | +49,2 % | 462.754 $ | |||||
| CHOREO, LLC | 559.955 $ | -123.228 $ | -18,0 % | 683.183 $ | +258.412 $ | +60,8 % | 424.771 $ | +32.925 $ | +8,4 % | 391.846 $ | +106.064 $ | +37,1 % |
| SEI INVESTMENTS CO | 556.350 $ | -123.610 $ | -18,2 % | 679.960 $ | +232.020 $ | +51,8 % | 447.940 $ | +68.300 $ | +18,0 % | 379.640 $ | +48.101 $ | +14,5 % |
| Compound Planning, Inc. | 584.157 $ | -90.351 $ | -13,4 % | 674.508 $ | +269.802 $ | +66,7 % | 404.706 $ | +57.198 $ | +16,5 % | 347.508 $ | +29.533 $ | +9,3 % |
| Sanctuary Advisors, LLC | 551.838 $ | -119.244 $ | -17,8 % | 671.082 $ | +263.653 $ | +64,7 % | 407.429 $ | -247.451 $ | -37,8 % | 654.880 $ | +325.470 $ | +98,8 % |
| ASSETMARK, INC | 670.648 $ | +2.099 $ | +0,3 % | 668.549 $ | +650.993 $ | +3.708,1 % | 17.556 $ | -2.251 $ | -11,4 % | 19.807 $ | +17.482 $ | +751,9 % |
| BANK OF MONTREAL /CAN/ | 316.539 $ | +19.110 $ | +6,4 % | 297.429 $ | -346.869 $ | -53,8 % | 644.298 $ | -15.907 $ | -2,4 % | 660.205 $ | +141.096 $ | +27,2 % |
| Blue Trust, Inc. | 499.621 $ | -157.281 $ | -23,9 % | 656.902 $ | +56.046 $ | +9,3 % | 600.856 $ | +12.507 $ | +2,1 % | 588.349 $ | +55.559 $ | +10,4 % |
| MGO ONE SEVEN LLC | 360.145 $ | -274.793 $ | -43,3 % | 634.938 $ | +184.135 $ | +40,8 % | 450.803 $ | +44.719 $ | +11,0 % | 406.084 $ | -60.569 $ | -13,0 % |
| Checchi Capital Advisers, LLC | 522.255 $ | -104.474 $ | -16,7 % | 626.729 $ | +214.776 $ | +52,1 % | 411.953 $ | +28.551 $ | +7,4 % | 383.402 $ | +39.977 $ | +11,6 % |
| Flatrock Wealth Partners LLC | 509.649 $ | -112.594 $ | -18,1 % | 622.243 $ | +213.553 $ | +52,3 % | 408.690 $ | |||||
| Qtron Investments LLC | 418.179 $ | -186.869 $ | -30,9 % | 605.048 $ | ||||||||
| VIEWPOINT INVESTMENT PARTNERS CORP | 595.122 $ | +363.066 $ | +156,5 % | 232.056 $ | -63.876 $ | -21,6 % | 295.932 $ | |||||
| NewEdge Advisors, LLC | 585.018 $ | +582.089 $ | +19.873,3 % | 2.929 $ | +966 $ | +49,2 % | 1.963 $ | -3.963 $ | -66,9 % | 5.926 $ | +4.287 $ | +261,6 % |
| BALYASNY ASSET MANAGEMENT L.P. | 570.997 $ | |||||||||||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 473.541 $ | -96.821 $ | -17,0 % | 570.362 $ | +184.843 $ | +47,9 % | 385.519 $ | +53.825 $ | +16,2 % | 331.694 $ | +92.223 $ | +38,5 % |
| Canal Insurance CO | 469.000 $ | -97.000 $ | -17,1 % | 566.000 $ | +187.000 $ | +49,3 % | 379.000 $ | +29.000 $ | +8,3 % | 350.000 $ | ||
| Laird Norton Wetherby Wealth Management, LLC | 550.882 $ | +41.109 $ | +8,1 % | |||||||||
| TRUIST FINANCIAL CORP | 547.372 $ | +137.856 $ | +33,7 % | 409.516 $ | +166.700 $ | +68,7 % | 242.816 $ | |||||
| Vise Technologies, Inc. | 543.100 $ | +0 $ | +0,0 % | 543.100 $ | ||||||||
| Parallel Advisors, LLC | 494.765 $ | -42.088 $ | -7,8 % | 536.853 $ | +273.232 $ | +103,6 % | 263.621 $ | +20.806 $ | +8,6 % | 242.815 $ | +13.913 $ | +6,1 % |
| DAVENPORT & Co LLC | 377.166 $ | -142.918 $ | -27,5 % | 520.084 $ | +101.373 $ | +24,2 % | 418.711 $ | +45.916 $ | +12,3 % | 372.795 $ | +36.518 $ | +10,9 % |
| Fractal Investments LLC | 430.456 $ | -89.563 $ | -17,2 % | 520.019 $ | ||||||||
| Aquatic Capital Management LLC | 508.313 $ | -1.084.546 $ | -68,1 % | |||||||||
| GAMMA Investing LLC | 448.122 $ | -52.141 $ | -10,4 % | 500.263 $ | +207.480 $ | +70,9 % | 292.783 $ | +63.581 $ | +27,7 % | 229.202 $ | +71.349 $ | +45,2 % |
| Ballentine Partners, LLC | 436.782 $ | -62.858 $ | -12,6 % | 499.640 $ | +173.090 $ | +53,0 % | 326.550 $ | -57.551 $ | -15,0 % | 384.101 $ | +12.438 $ | +3,3 % |
| Plan Group Financial, LLC | 481.185 $ | |||||||||||
| BAROMETER CAPITAL MANAGEMENT INC. | 477.510 $ | +349.837 $ | +274,0 % | 127.673 $ | +9.242 $ | +7,8 % | ||||||
| Kestra Advisory Services, LLC | 252.213 $ | -220.860 $ | -46,7 % | 473.073 $ | +142.475 $ | +43,1 % | 330.598 $ | +30.887 $ | +10,3 % | 299.711 $ | ||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 430.438 $ | -36.056 $ | -7,7 % | 466.494 $ | +177.876 $ | +61,6 % | 288.618 $ | -36.787 $ | -11,3 % | 325.405 $ | +45.528 $ | +16,3 % |
| OneAscent Investment Solutions LLC | 462.602 $ | |||||||||||
| JANE STREET GROUP, LLC | 351.169 $ | -109.878 $ | -23,8 % | 461.047 $ | ||||||||
| Summit Trail Advisors, LLC | 403.371 $ | -57.661 $ | -12,5 % | 461.032 $ | ||||||||
| R Squared Ltd | 325.621 $ | -133.984 $ | -29,2 % | 459.605 $ | +184.583 $ | +67,1 % | 275.022 $ | |||||
| Brookstone Capital Management | 454.001 $ | |||||||||||
| Venturi Wealth Management, LLC | 378.301 $ | -74.070 $ | -16,4 % | 452.371 $ | +168.617 $ | +59,4 % | 283.754 $ | |||||
| WORLD EQUITY GROUP, INC. | 440.486 $ | +2.658 $ | +0,6 % | 437.828 $ | ||||||||
| KEYBANK NATIONAL ASSOCIATION/OH | 419.309 $ | -19.312 $ | -4,4 % | 438.621 $ | ||||||||
| Kovack Advisors, Inc. | 433.374 $ | |||||||||||
| EP Wealth Advisors, LLC | 383.100 $ | -50.103 $ | -11,6 % | 433.203 $ | +158.256 $ | +57,6 % | 274.947 $ | |||||
| Inspire Investing, LLC | 278.591 $ | -154.177 $ | -35,6 % | 432.768 $ | +130.721 $ | +43,3 % | 302.047 $ | +41.054 $ | +15,7 % | 260.993 $ | +39.168 $ | +17,7 % |
| Smartleaf Asset Management LLC | 360.777 $ | -70.994 $ | -16,4 % | 431.771 $ | +135.083 $ | +45,5 % | 296.688 $ | +78.952 $ | +36,3 % | 217.736 $ | +65.813 $ | +43,3 % |
| M&T BANK CORP | 409.135 $ | -21.045 $ | -4,9 % | 430.180 $ | +151.586 $ | +54,4 % | 278.594 $ | +43.241 $ | +18,4 % | 235.353 $ | +27.314 $ | +13,1 % |
| Virtu Financial LLC | 419.000 $ | |||||||||||
| EverSource Wealth Advisors, LLC | 238.870 $ | -180.072 $ | -43,0 % | 418.942 $ | +148.257 $ | +54,8 % | 270.685 $ | +16.755 $ | +6,6 % | 253.930 $ | +4.084 $ | +1,6 % |
| COLDSTREAM CAPITAL MANAGEMENT INC | 410.310 $ | +78.714 $ | +23,7 % | 331.596 $ | +73.629 $ | +28,5 % | 257.967 $ | +11.055 $ | +4,5 % | |||
| Abel Hall, LLC | 342.781 $ | -64.754 $ | -15,9 % | 407.535 $ | +133.001 $ | +48,4 % | 274.534 $ | |||||
| Glenmede Investment Management, LP | 407.166 $ | -18.540 $ | -4,4 % | |||||||||
| Jain Global LLC | 404.026 $ | |||||||||||
| Burns Matteson Capital Management, LLC | 403.793 $ | |||||||||||
| MOODY NATIONAL BANK TRUST DIVISION | 298.311 $ | -100.790 $ | -25,3 % | 399.101 $ | +162.659 $ | +68,8 % | 236.442 $ | +23.177 $ | +10,9 % | 213.265 $ | ||
| Integrated Wealth Concepts LLC | 398.576 $ | +142.471 $ | +55,6 % | 256.105 $ | ||||||||
| OPPENHEIMER ASSET MANAGEMENT INC. | 264.442 $ | -133.044 $ | -33,5 % | 397.486 $ | +31.659 $ | +8,7 % | ||||||
| Larry Mathis Financial Planning, LLC | 285.237 $ | -111.939 $ | -28,2 % | 397.176 $ | +128.978 $ | +48,1 % | 268.198 $ | |||||
| Oakmont Investment Advisors, Inc. | 393.624 $ | |||||||||||
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 234.512 $ | -156.210 $ | -40,0 % | 390.722 $ | +104.160 $ | +36,3 % | 286.562 $ | +23.762 $ | +9,0 % | 262.800 $ | +19.023 $ | +7,8 % |
| GSA CAPITAL PARTNERS LLP | 390.000 $ | |||||||||||
| CWM, LLC | 385.277 $ | +148.277 $ | +62,6 % | 237.000 $ | +30.000 $ | +14,5 % | 207.000 $ | +16.000 $ | +8,4 % | |||
| Elequin Capital, LP | 377.317 $ | |||||||||||
| Congress Park Capital LLC | 309.276 $ | -64.350 $ | -17,2 % | 373.626 $ | +123.222 $ | +49,2 % | 250.404 $ | +19.734 $ | +8,6 % | 230.670 $ | ||
| FRANKLIN RESOURCES INC | 333.260 $ | -36.969 $ | -10,0 % | 370.229 $ | +137.315 $ | +59,0 % | 232.914 $ | |||||
| Steward Partners Investment Advisory, LLC | 366.855 $ | +176.267 $ | +92,5 % | 190.588 $ | +43.392 $ | +29,5 % | 147.196 $ | +10.472 $ | +7,7 % | 136.724 $ | +18.748 $ | +15,9 % |
| Carnegie Investment Counsel | 302.013 $ | -62.838 $ | -17,2 % | 364.851 $ | +25.478 $ | +7,5 % | 339.373 $ | +33.735 $ | +11,0 % | 305.638 $ | +22.125 $ | +7,8 % |
| PDS Planning, Inc | 300.279 $ | -59.704 $ | -16,6 % | 359.983 $ | +118.723 $ | +49,2 % | 241.260 $ | +19.432 $ | +8,8 % | 221.828 $ | +11.941 $ | +5,7 % |
| Glen Eagle Advisors, LLC | 292.641 $ | -65.700 $ | -18,3 % | 358.341 $ | +118.181 $ | +49,2 % | 240.160 $ | +50.731 $ | +26,8 % | 189.429 $ | +130.425 $ | +221,0 % |
| Atria Investments, Inc | 355.339 $ | |||||||||||
| Ascent Group, LLC | 287.626 $ | -59.676 $ | -17,2 % | 347.302 $ | +130.399 $ | +60,1 % | 216.903 $ | |||||
| GROUP ONE TRADING LLC | 328.020 $ | +316.638 $ | +2.781,9 % | 11.382 $ | -9.588 $ | -45,7 % | 20.970 $ | -50.354 $ | -70,6 % | |||
| FNY Investment Advisers, LLC | 328.000 $ | |||||||||||
| Archer Investment Corp | 327.319 $ | |||||||||||
| DRIVE WEALTH MANAGEMENT, LLC | 273.334 $ | -52.036 $ | -16,0 % | 325.370 $ | +111.844 $ | +52,4 % | 213.526 $ | |||||
| Independent Advisor Alliance | 324.364 $ | +62.486 $ | +23,9 % | 261.878 $ | ||||||||
| Plan A Wealth LLC | 210.917 $ | -113.175 $ | -34,9 % | 324.092 $ | +112.311 $ | +53,0 % | 211.781 $ | |||||
| ATLAS CAPITAL ADVISORS INC. | 275.208 $ | -46.336 $ | -14,4 % | 321.544 $ | +94.246 $ | +41,5 % | 227.298 $ | +95.284 $ | +72,2 % | |||
| SmartHarvest Portfolios, LLC | 277.552 $ | -43.597 $ | -13,6 % | 321.149 $ | +80.268 $ | +33,3 % | 240.881 $ | |||||
| Merit Financial Group, LLC | 273.372 $ | -41.618 $ | -13,2 % | 314.990 $ | ||||||||
| Carrera Capital Advisors | 228.958 $ | -81.706 $ | -26,3 % | 310.664 $ | +104.650 $ | +50,8 % | 206.014 $ | |||||
| Envestnet Portfolio Solutions, Inc. | 249.284 $ | -58.899 $ | -19,1 % | 308.183 $ | +24.362 $ | +8,6 % | 283.821 $ | +56.297 $ | +24,7 % | 227.524 $ | ||
| Investors Research Corp | 301.623 $ | +11.538 $ | +4,0 % | 290.085 $ | -77.882 $ | -21,2 % | ||||||
| CoreCap Advisors, LLC | 797 $ | -294.537 $ | -99,7 % | 295.334 $ | +268.131 $ | +985,7 % | 27.203 $ | +2.144 $ | +8,6 % | 25.059 $ | +1.814 $ | +7,8 % |
| HB Wealth Management, LLC | 290.204 $ | -4.791 $ | -1,6 % | 294.995 $ | ||||||||
| BLAIR WILLIAM & CO/IL | 294.372 $ | |||||||||||
| Rockefeller Capital Management L.P. | 274.600 $ | -17.281 $ | -5,9 % | 291.881 $ | +241.479 $ | +479,1 % | 50.402 $ | -2.861 $ | -5,4 % | 53.263 $ | ||
| MBA Advisors LLC | 234.300 $ | -48.750 $ | -17,2 % | 283.050 $ | ||||||||
| Global Retirement Partners, LLC | 281.778 $ | +229.627 $ | +440,3 % | 52.151 $ | +40.714 $ | +356,0 % | 11.437 $ | -895 $ | -7,3 % | |||
| TD Waterhouse Canada Inc. | 280.597 $ | +261.452 $ | +1.365,6 % | 19.145 $ | +1.470 $ | +8,3 % | 17.675 $ | |||||
| Basecamp Wealth Advisors LLC | 230.129 $ | -47.883 $ | -17,2 % | 278.012 $ | +91.689 $ | +49,2 % | 186.323 $ | |||||
| SAGESPRING WEALTH PARTNERS, LLC | 219.867 $ | -56.220 $ | -20,4 % | 276.087 $ | +55.082 $ | +24,9 % | ||||||
| Ethic Inc. | 274.837 $ | +16.522 $ | +6,4 % | 258.315 $ | ||||||||
| Frec Markets, Inc. | 237.674 $ | -32.809 $ | -12,1 % | 270.483 $ | ||||||||
| NATIONAL BANK OF CANADA /FI/ | 229.148 $ | -41.123 $ | -15,2 % | 270.271 $ | +89.611 $ | +49,6 % | 180.660 $ | +180.247 $ | +43.643,3 % | 413 $ | ||
| COMMERCE BANK | 261.991 $ | |||||||||||
| Manske Wealth Management | 257.576 $ | |||||||||||
| PINNACLE ASSOCIATES LTD | 255.254 $ | |||||||||||
| DENALI ADVISORS LLC | 254.859 $ | |||||||||||
| Traveka Wealth, LLC | 210.167 $ | -43.729 $ | -17,2 % | 253.896 $ | ||||||||
| PERSONAL CFO SOLUTIONS, LLC | 251.310 $ | |||||||||||
| Dorsey & Whitney Trust CO LLC | 249.027 $ | |||||||||||
| Concurrent Investment Advisors, LLC | 248.651 $ | +32.391 $ | +15,0 % | 216.260 $ | ||||||||
| COMMONWEALTH EQUITY SERVICES, LLC | 243.509 $ | +15.969 $ | +7,0 % | 227.540 $ | ||||||||
| SEVEN MILE ADVISORY | 215.978 $ | -26.030 $ | -10,8 % | 242.008 $ | ||||||||
| Sivia Capital Partners, LLC | 235.683 $ | |||||||||||
| TD PRIVATE CLIENT WEALTH LLC | 203.232 $ | -29.605 $ | -12,7 % | 232.837 $ | ||||||||
| BESSEMER GROUP INC | 186.000 $ | -43.000 $ | -18,8 % | 229.000 $ | +59.000 $ | +34,7 % | 170.000 $ | -36.000 $ | -17,5 % | 206.000 $ | +24.000 $ | +13,2 % |
| OLD NATIONAL BANCORP /IN/ | 226.892 $ | |||||||||||
| Visionary Wealth Advisors | 226.440 $ | |||||||||||
| Hemenway Trust Co LLC | 226.440 $ | |||||||||||
| Centiva Capital, LP | 226.236 $ | |||||||||||
| LANARK FINANCIAL, INC. | 225.211 $ | -87.789 $ | -28,0 % | |||||||||
| CAPTRUST FINANCIAL ADVISORS | 219.905 $ | |||||||||||
| Squarepoint Ops LLC | 219.817 $ | |||||||||||
| SAGE RHINO CAPITAL LLC | 217.722 $ | |||||||||||
| Cresset Asset Management, LLC | 214.159 $ | |||||||||||
| Kingsview Wealth Management, LLC | 211.761 $ | |||||||||||
| a16z Perennial Management, L.P. | 209.514 $ | |||||||||||
| Eddie Patel Inc | 204.801 $ | |||||||||||
| EARNED WEALTH ADVISORS, LLC | 204.136 $ | |||||||||||
| Sovran Advisors, LLC | 203.564 $ | |||||||||||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 202.948 $ | |||||||||||
| FIDELIS CAPITAL PARTNERS, LLC | 202.437 $ | |||||||||||
| EWA, LLC | 202.268 $ | |||||||||||
| Resonant Capital Advisors, LLC | 202.248 $ | |||||||||||
| Allworth Financial LP | 77.372 $ | -103.549 $ | -57,2 % | 180.921 $ | +97.548 $ | +117,0 % | 83.373 $ | -20.440 $ | -19,7 % | 103.813 $ | +10.313 $ | +11,0 % |
| Hilltop National Bank | 130.505 $ | -50.138 $ | -27,8 % | 180.643 $ | +31.615 $ | +21,2 % | 149.028 $ | -733 $ | -0,5 % | 149.761 $ | +10.841 $ | +7,8 % |
| First Command Advisory Services, Inc. | 170.945 $ | +122.478 $ | +252,7 % | 48.467 $ | ||||||||
| Curated Wealth Partners LLC | 163.002 $ | |||||||||||
| Cromwell Holdings LLC | 130.974 $ | -28.935 $ | -18,1 % | 159.909 $ | +53.867 $ | +50,8 % | 106.042 $ | +6.652 $ | +6,7 % | 99.390 $ | +8.776 $ | +9,7 % |
| SG Americas Securities, LLC | 118.000 $ | -32.000 $ | -21,3 % | 150.000 $ | +43.000 $ | +40,2 % | 107.000 $ | |||||
| PARADIGM ASSET MANAGEMENT CO LLC | 91.942 $ | -15.228 $ | -14,2 % | 107.170 $ | +36.219 $ | +51,0 % | 70.951 $ | +5.570 $ | +8,5 % | 65.381 $ | +4.923 $ | +8,1 % |
| Rosenberg Matthew Hamilton | 87.675 $ | -18.242 $ | -17,2 % | 105.917 $ | +34.931 $ | +49,2 % | 70.986 $ | +5.595 $ | +8,6 % | 65.391 $ | +4.733 $ | +7,8 % |
| Addison Advisors LLC | 27.414 $ | -68.768 $ | -71,5 % | 96.182 $ | +32.025 $ | +49,9 % | 64.157 $ | +5.056 $ | +8,6 % | 59.101 $ | +4.667 $ | +8,6 % |
| NISA INVESTMENT ADVISORS, LLC | 82.942 $ | -12.677 $ | -13,3 % | 95.619 $ | +33.322 $ | +53,5 % | 62.297 $ | +8.998 $ | +16,9 % | 53.299 $ | +4.669 $ | +9,6 % |
| Larson Financial Group LLC | 84.723 $ | -10.665 $ | -11,2 % | 95.388 $ | +40.299 $ | +73,2 % | 55.089 $ | +6.613 $ | +13,6 % | 48.476 $ | +15.764 $ | +48,2 % |
| Cape Investment Advisory, Inc. | 14.058 $ | -80.792 $ | -85,2 % | 94.850 $ | +13.800 $ | +17,0 % | ||||||
| Advisory Services Network, LLC | 93.747 $ | +46.914 $ | +100,2 % | 46.833 $ | ||||||||
| Pinnacle Wealth Planning Services, Inc. | 76.757 $ | -13.479 $ | -14,9 % | 90.236 $ | +31.353 $ | +53,2 % | 58.883 $ | |||||
| Clearstead Advisors, LLC | 87.769 $ | |||||||||||
| Cassaday & Co Wealth Management LLC | 70.290 $ | -14.625 $ | -17,2 % | 84.915 $ | ||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 77.245 $ | +51.148 $ | +196,0 % | 26.097 $ | +2.465 $ | +10,4 % | 23.632 $ | +4.409 $ | +22,9 % | 19.223 $ | +4.796 $ | +33,2 % |
| Owl Creek Wealth Partners LLC | 60.965 $ | -12.685 $ | -17,2 % | 73.650 $ | ||||||||
| Manchester Capital Management LLC | 56.514 $ | -11.758 $ | -17,2 % | 68.272 $ | +22.516 $ | +49,2 % | 45.756 $ | +18.879 $ | +70,2 % | 26.877 $ | +1.946 $ | +7,8 % |
| TWIN PEAKS WEALTH ADVISORS, LLC | 58.252 $ | +39.936 $ | +218,0 % | |||||||||
| PRINCIPAL SECURITIES, INC. | 53.369 $ | +16.086 $ | +43,1 % | |||||||||
| CIBC Private Wealth Group LLC | 37.940 $ | -10.081 $ | -21,0 % | 48.021 $ | ||||||||
| Intentional Wealth Strategies, LLC | 45.231 $ | |||||||||||
| ROTHSCHILD INVESTMENT LLC | 41.331 $ | +7.025 $ | +20,5 % | 34.306 $ | +15.298 $ | +80,5 % | 19.008 $ | +1.917 $ | +11,2 % | 17.091 $ | +1.854 $ | +12,2 % |
| PRIVATE TRUST CO NA | 31.912 $ | -8.621 $ | -21,3 % | 40.533 $ | +31.845 $ | +366,5 % | 8.688 $ | +684 $ | +8,5 % | 8.004 $ | +580 $ | +7,8 % |
| Salomon & Ludwin, LLC | 32.218 $ | -8.209 $ | -20,3 % | 40.427 $ | +17.387 $ | +75,5 % | 23.040 $ | +9.998 $ | +76,7 % | 13.042 $ | +12.275 $ | +1.600,4 % |
| Silver Grove Financial Group, Inc. | 40.018 $ | |||||||||||
| Spire Wealth Management | 38.725 $ | +2.804 $ | +7,8 % | |||||||||
| JFS WEALTH ADVISORS, LLC | 23.149 $ | -7.805 $ | -25,2 % | 30.954 $ | -7.366 $ | -19,2 % | 38.320 $ | +3.020 $ | +8,6 % | 35.300 $ | +2.555 $ | +7,8 % |
| Golden State Wealth Management, LLC | 28.923 $ | -5.479 $ | -15,9 % | 34.402 $ | +11.345 $ | +49,2 % | 23.057 $ | +2.052 $ | +9,8 % | 21.005 $ | +1.520 $ | +7,8 % |
| IFP Advisors, Inc | 30.881 $ | +13.219 $ | +74,8 % | 17.662 $ | +5.142 $ | +41,1 % | 12.520 $ | +986 $ | +8,5 % | 11.534 $ | -7.303 $ | -38,8 % |
| Parkside Financial Bank & Trust | 30.230 $ | +6.251 $ | +26,1 % | 23.979 $ | +1.890 $ | +8,6 % | 22.089 $ | +918 $ | +4,3 % | |||
| BROWN BROTHERS HARRIMAN & CO | 23.805 $ | -4.953 $ | -17,2 % | 28.758 $ | +9.484 $ | +49,2 % | 19.274 $ | +16.972 $ | +737,3 % | |||
| Ancora Advisors LLC | 5.904 $ | -22.344 $ | -79,1 % | 28.248 $ | +21.533 $ | +320,7 % | 6.715 $ | |||||
| FIFTH THIRD BANCORP | 26.804 $ | -1.048 $ | -3,8 % | 27.852 $ | +5.847 $ | +26,6 % | 22.005 $ | +18.265 $ | +488,4 % | 3.740 $ | -6.505 $ | -63,5 % |
| Solstein Capital, LLC | 22.633 $ | -4.710 $ | -17,2 % | 27.343 $ | ||||||||
| Ares Financial Consulting, LLC | 22.352 $ | -3.826 $ | -14,6 % | 26.178 $ | ||||||||
| True Wealth Design, LLC | 20.619 $ | -4.516 $ | -18,0 % | 25.135 $ | +10.528 $ | +72,1 % | 14.607 $ | +1.256 $ | +9,4 % | 13.351 $ | +10.335 $ | +342,7 % |
| Bruce G. Allen Investments, LLC | 17.619 $ | -2.478 $ | -12,3 % | 20.097 $ | +6.628 $ | +49,2 % | 13.469 $ | +1.062 $ | +8,6 % | 12.407 $ | +898 $ | +7,8 % |
| BARRETT & COMPANY, INC. | 15.230 $ | -3.168 $ | -17,2 % | 18.398 $ | +6.067 $ | +49,2 % | 12.331 $ | +972 $ | +8,6 % | 11.359 $ | +822 $ | +7,8 % |
| Bare Financial Services, Inc | 18.323 $ | +2.415 $ | +15,2 % | 15.908 $ | +6.423 $ | +67,7 % | 9.485 $ | +747 $ | +8,5 % | 8.738 $ | +633 $ | +7,8 % |
| HARBOUR INVESTMENTS, INC. | 1.406 $ | -15.702 $ | -91,8 % | 17.108 $ | +13.613 $ | +389,5 % | 3.495 $ | |||||
| Kilter Group LLC | 15.605 $ | -1.322 $ | -7,8 % | 16.927 $ | +16.851 $ | +22.172,4 % | 76 $ | |||||
| Strategic Wealth Partners, Ltd. | 13.644 $ | -2.839 $ | -17,2 % | 16.483 $ | +5.436 $ | +49,2 % | 11.047 $ | +871 $ | +8,6 % | 10.176 $ | ||
| Destiny Wealth Partners, LLC | 16.474 $ | |||||||||||
| MAI Capital Management | 15.601 $ | +11.055 $ | +243,2 % | 4.546 $ | -935 $ | -17,1 % | 5.481 $ | -30.609 $ | -84,8 % | |||
| Pinnacle Bancorp, Inc. | 14.948 $ | +8.688 $ | +138,8 % | 6.260 $ | -2.512 $ | -28,6 % | 8.772 $ | +635 $ | +7,8 % | |||
| Root Financial Partners, LLC | 14.662 $ | +10.109 $ | +222,0 % | 4.553 $ | +1.827 $ | +67,0 % | 2.726 $ | |||||
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 12.090 $ | -2.515 $ | -17,2 % | 14.605 $ | +4.816 $ | +49,2 % | 9.789 $ | +772 $ | +8,6 % | 9.017 $ | +653 $ | +7,8 % |
| Mondrian Investment Partners LTD | 14.455 $ | +1.734 $ | +13,6 % | 12.721 $ | +2.450 $ | +23,9 % | 10.271 $ | +809 $ | +8,5 % | 9.462 $ | ||
| Dunhill Financial, LLC | 14.152 $ | +4.667 $ | +49,2 % | 9.485 $ | +747 $ | +8,5 % | 8.738 $ | +633 $ | +7,8 % | |||
| Sound Income Strategies, LLC | 13.555 $ | +4.383 $ | +47,8 % | 9.172 $ | +7.083 $ | +339,1 % | 2.089 $ | +176 $ | +9,2 % | |||
| Transamerica Financial Advisors, LLC | 11.574 $ | -1.602 $ | -12,2 % | 13.176 $ | +8.016 $ | +155,3 % | 5.160 $ | +4.520 $ | +706,3 % | 640 $ | ||
| Stone House Investment Management, LLC | 5.998 $ | -6.456 $ | -51,8 % | 12.454 $ | +7.901 $ | +173,5 % | 4.553 $ | +359 $ | +8,6 % | 4.194 $ | +304 $ | +7,8 % |
| Aventura Private Wealth, LLC | 1.312 $ | -273 $ | -17,2 % | 1.585 $ | -10.366 $ | -86,7 % | 11.951 $ | +942 $ | +8,6 % | 11.009 $ | ||
| Safe Harbor Fiduciary, LLC | 11.382 $ | +1.656 $ | +17,0 % | |||||||||
| SageView Advisory Group, LLC | 11.345 $ | |||||||||||
| TD Capital Management LLC | 9.372 $ | -1.950 $ | -17,2 % | 11.322 $ | +3.734 $ | +49,2 % | 7.588 $ | +598 $ | +8,6 % | 6.990 $ | +506 $ | +7,8 % |
| GW&K Investment Management, LLC | 8.000 $ | -3.000 $ | -27,3 % | 11.000 $ | +6.000 $ | +120,0 % | 5.000 $ | +0 $ | +0,0 % | 5.000 $ | +1.000 $ | +25,0 % |
| KERR FINANCIAL PLANNING Corp | 10.997 $ | +6.864 $ | +166,1 % | 4.133 $ | +292 $ | +7,6 % | 3.841 $ | |||||
| Triumph Capital Management | 10.684 $ | +8.510 $ | +391,4 % | 2.174 $ | +732 $ | +50,8 % | 1.442 $ | |||||
| Retirement Wealth Solutions LLC | 7.264 $ | -3.379 $ | -31,7 % | 10.643 $ | +7.569 $ | +246,2 % | 3.074 $ | +1.116 $ | +57,0 % | 1.958 $ | ||
| FINANCIAL CONSULATE, INC | 10.216 $ | +354 $ | +3,6 % | 9.862 $ | +5.119 $ | +107,9 % | 4.743 $ | +1.178 $ | +33,0 % | 3.565 $ | ||
| MATHER GROUP, LLC. | 10.122 $ | +385 $ | +4,0 % | 9.737 $ | +3.726 $ | +62,0 % | 6.011 $ | |||||
| WHITTIER TRUST CO | 8.510 $ | -1.572 $ | -15,6 % | 10.082 $ | ||||||||
| Cornerstone Planning Group LLC | 8.581 $ | -1.137 $ | -11,7 % | 9.718 $ | +3.874 $ | +66,3 % | 5.844 $ | +1.370 $ | +30,6 % | 4.474 $ | +295 $ | +7,1 % |
| MONTAG A & ASSOCIATES INC | 5.464 $ | -4.099 $ | -42,9 % | 9.563 $ | +1.717 $ | +21,9 % | ||||||
| SHP Wealth Management | 9.325 $ | +381 $ | +4,3 % | 8.944 $ | +5.681 $ | +174,1 % | 3.263 $ | |||||
| Wealthspire Advisors, LLC | 8.947 $ | |||||||||||
| SALEM INVESTMENT COUNSELORS INC | 7.264 $ | -1.604 $ | -18,1 % | 8.868 $ | +3.356 $ | +60,9 % | 5.512 $ | +486 $ | +9,7 % | |||
| Benson Wealth Management INC | 5.811 $ | -1.209 $ | -17,2 % | 7.020 $ | +2.315 $ | +49,2 % | 4.705 $ | |||||
| Kings Path Partners LLC | 6.990 $ | |||||||||||
| Signature Equity Partners, LLC | 6.842 $ | +219 $ | +3,3 % | 6.623 $ | +2.336 $ | +54,5 % | 4.287 $ | |||||
| Essential Partners LLC | 5.576 $ | -1.161 $ | -17,2 % | 6.737 $ | +2.222 $ | +49,2 % | 4.515 $ | +1.160 $ | +34,6 % | 3.355 $ | ||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 5.108 $ | -1.402 $ | -21,5 % | 6.510 $ | +2.147 $ | +49,2 % | 4.363 $ | +344 $ | +8,6 % | 4.019 $ | +291 $ | +7,8 % |
| MPWM ADVISORY SOLUTIONS, LLC | 5.342 $ | -1.112 $ | -17,2 % | 6.454 $ | +2.129 $ | +49,2 % | 4.325 $ | +341 $ | +8,6 % | 3.984 $ | +288 $ | +7,8 % |
| UMB Bank, n.a. | 5.201 $ | -1.083 $ | -17,2 % | 6.284 $ | +2.073 $ | +49,2 % | 4.211 $ | +332 $ | +8,6 % | 3.879 $ | +280 $ | +7,8 % |
| Cornerstone Financial Management LLC | 5.342 $ | -942 $ | -15,0 % | 6.284 $ | +2.869 $ | +84,0 % | 3.415 $ | |||||
| TOTH FINANCIAL ADVISORY CORP | 5.155 $ | -1.073 $ | -17,2 % | 6.228 $ | +2.054 $ | +49,2 % | 4.174 $ | +329 $ | +8,6 % | 3.845 $ | +278 $ | +7,8 % |
| AdvisorNet Financial, Inc | 6.227 $ | +2.054 $ | +49,2 % | 4.173 $ | +1.677 $ | +67,2 % | ||||||
| ELEVATION WEALTH PARTNERS, LLC | 6.139 $ | |||||||||||
| Smithfield Trust Co | 5.000 $ | -1.000 $ | -16,7 % | 6.000 $ | +2.000 $ | +50,0 % | 4.000 $ | |||||
| HUNTINGTON NATIONAL BANK | 5.671 $ | +4.647 $ | +453,8 % | 1.024 $ | ||||||||
| Dogwood Wealth Management LLC | 5.623 $ | +1.321 $ | +30,7 % | 4.302 $ | ||||||||
| Bravera Wealth | 3.680 $ | -1.859 $ | -33,6 % | 5.539 $ | ||||||||
| BOK Financial Private Wealth, Inc. | 5.108 $ | |||||||||||
| Crewe Advisors LLC | 4.218 $ | -877 $ | -17,2 % | 5.095 $ | +1.680 $ | +49,2 % | 3.415 $ | +269 $ | +8,6 % | 3.146 $ | ||
| Key FInancial Inc | 4.733 $ | +356 $ | +8,1 % | |||||||||
| SJS Investment Consulting Inc. | 3.890 $ | -809 $ | -17,2 % | 4.699 $ | +2.612 $ | +125,2 % | 2.087 $ | |||||
| IMA Advisory Services, Inc. | 3.843 $ | -848 $ | -18,1 % | 4.691 $ | +1.353 $ | +40,5 % | 3.338 $ | |||||
| Physician Wealth Advisors, Inc. | 4.686 $ | +666 $ | +16,6 % | 4.020 $ | +491 $ | +13,9 % | 3.529 $ | +1.327 $ | +60,3 % | 2.202 $ | +1.488 $ | +208,4 % |
| Arlington Trust Co LLC | 3.702 $ | -770 $ | -17,2 % | 4.472 $ | +3.921 $ | +711,6 % | ||||||
| Ascentis Wealth Management, LLC | 4.450 $ | |||||||||||
| Nemes Rush Group LLC | 3.280 $ | -683 $ | -17,2 % | 3.963 $ | +3.541 $ | +839,1 % | 422 $ | |||||
| MV CAPITAL MANAGEMENT, INC. | 3.234 $ | -673 $ | -17,2 % | 3.907 $ | +3.299 $ | +542,6 % | 608 $ | |||||
| Park Place Capital Corp | 3.906 $ | +1.288 $ | +49,2 % | 2.618 $ | ||||||||
| MOTCO | 1.781 $ | -2.013 $ | -53,1 % | 3.794 $ | +299 $ | +8,6 % | 3.495 $ | +91 $ | +2,7 % | |||
| DecisionPoint Financial, LLC | 3.793 $ | +1.251 $ | +49,2 % | 2.542 $ | +192 $ | +8,2 % | 2.350 $ | +157 $ | +7,2 % | |||
| Innovative Asset Advisors Group, LLC | 3.662 $ | |||||||||||
| Creative Capital Management Investments LLC | 3.515 $ | |||||||||||
| HHM Wealth Advisors, LLC | 2.906 $ | -604 $ | -17,2 % | 3.510 $ | +1.157 $ | +49,2 % | 2.353 $ | +186 $ | +8,6 % | 2.167 $ | ||
| LRI Investments, LLC | 3.499 $ | +291 $ | +9,1 % | 3.208 $ | +1.058 $ | +49,2 % | 2.150 $ | +170 $ | +8,6 % | 1.980 $ | +921 $ | +87,0 % |
| Gleason Group, Inc. | 3.468 $ | |||||||||||
| Key Capital Management, INC | 3.283 $ | |||||||||||
| Frazier Financial Advisors, LLC | 3.171 $ | |||||||||||
| SouthState Bank Corp | 2.484 $ | -516 $ | -17,2 % | 3.000 $ | +989 $ | +49,2 % | 2.011 $ | +159 $ | +8,6 % | 1.852 $ | -10.273 $ | -84,7 % |
| CULLEN/FROST BANKERS, INC. | 2.202 $ | -459 $ | -17,2 % | 2.661 $ | +878 $ | +49,2 % | 1.783 $ | +140 $ | +8,5 % | 1.643 $ | +119 $ | +7,8 % |
| MBM WEALTH CONSULTANTS, LLC | 2.661 $ | |||||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.156 $ | -448 $ | -17,2 % | 2.604 $ | +859 $ | +49,2 % | 1.745 $ | +137 $ | +8,5 % | 1.608 $ | +117 $ | +7,8 % |
| N.E.W. Advisory Services LLC | 2.577 $ | |||||||||||
| ARMSTRONG ADVISORY GROUP, INC | 2.015 $ | -420 $ | -17,2 % | 2.435 $ | +803 $ | +49,2 % | 1.632 $ | +129 $ | +8,6 % | 1.503 $ | +108 $ | +7,7 % |
| RAFFA WEALTH MANAGEMENT, LLC | 2.156 $ | |||||||||||
| Anfield Capital Management, LLC | 2.151 $ | |||||||||||
| CVA Family Office, LLC | 1.734 $ | -361 $ | -17,2 % | 2.095 $ | +691 $ | +49,2 % | 1.404 $ | +111 $ | +8,6 % | 1.293 $ | +93 $ | +7,8 % |
| Horizon Investments, LLC | 937 $ | -1.101 $ | -54,0 % | 2.038 $ | ||||||||
| Allied Private Wealth LLC | 1.936 $ | |||||||||||
| American Capital Advisory, LLC | 1.219 $ | -706 $ | -36,7 % | 1.925 $ | +1.431 $ | +289,7 % | 494 $ | +214 $ | +76,4 % | 280 $ | ||
| Independence Bank of Kentucky | 1.897 $ | |||||||||||
| Burk Holdings LLC | 1.546 $ | -322 $ | -17,2 % | 1.868 $ | ||||||||
| Promus Capital, LLC | 1.748 $ | -1.494 $ | -46,1 % | |||||||||
| Financial Network Wealth Advisors LLC | 1.359 $ | -339 $ | -20,0 % | 1.698 $ | ||||||||
| JDM Financial Group LLC | 1.406 $ | -292 $ | -17,2 % | 1.698 $ | ||||||||
| Roxbury Financial LLC | 1.406 $ | -292 $ | -17,2 % | 1.698 $ | +560 $ | +49,2 % | 1.138 $ | +89 $ | +8,5 % | 1.049 $ | +76 $ | +7,8 % |
| Security National Bank | 1.593 $ | |||||||||||
| Copia Wealth Management | 1.593 $ | |||||||||||
| Rossby Financial, LCC | 1.500 $ | +567 $ | +60,8 % | 933 $ | +516 $ | +123,7 % | 417 $ | |||||
| Downshift Financial, LLC | 1.500 $ | |||||||||||
| DEUTSCHE BANK AG\ | 1.453 $ | |||||||||||
| Buck Wealth Strategies, LLC | 1.406 $ | |||||||||||
| Keating Financial Advisory Services, Inc. | 1.406 $ | |||||||||||
| FLAGSHIP WEALTH ADVISORS, LLC | 1.359 $ | +259 $ | +23,5 % | 1.100 $ | +86 $ | +8,5 % | 1.014 $ | |||||
| Bogart Wealth, LLC | 1.172 $ | +379 $ | +47,8 % | 793 $ | ||||||||
| CENTRAL TRUST Co | 1.031 $ | |||||||||||
| BELLEVUE ASSET MANAGEMENT, LLC | 1.030 $ | |||||||||||
| Elevated Capital Advisors, LLC | 843 $ | -176 $ | -17,3 % | 1.019 $ | +336 $ | +49,2 % | 683 $ | |||||
| PIN OAK INVESTMENT ADVISORS INC | 1.000 $ | |||||||||||
| Hemington Wealth Management | 1.000 $ | |||||||||||
| North Star Investment Management Corp. | 656 $ | -137 $ | -17,3 % | 793 $ | +262 $ | +49,3 % | 531 $ | |||||
| Nvest Wealth Strategies, Inc. | 610 $ | -126 $ | -17,1 % | 736 $ | ||||||||
| ST GERMAIN D J CO INC | 721 $ | +57 $ | +8,6 % | 664 $ | ||||||||
| MARSHALL INVESTMENT MANAGEMENT, LLC | 703 $ | |||||||||||
| First Pacific Financial | 630 $ | |||||||||||
| Abound Wealth Management | 563 $ | +110 $ | +24,3 % | 453 $ | +149 $ | +49,0 % | 304 $ | +24 $ | +8,6 % | 280 $ | +20 $ | +7,7 % |
| Highland Investment Advisors LLC | 562 $ | |||||||||||
| Trust Co | 422 $ | -87 $ | -17,1 % | 509 $ | +168 $ | +49,3 % | 341 $ | |||||
| Plante Moran Financial Advisors, LLC | 469 $ | |||||||||||
| HIGHLINE WEALTH PARTNERS LLC | 328 $ | -68 $ | -17,2 % | 396 $ | +130 $ | +48,9 % | 266 $ | |||||
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 387 $ | |||||||||||
| Monetary Solutions, Ltd | 375 $ | |||||||||||
| Palisade Asset Management, LLC | 280 $ | |||||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 267 $ | |||||||||||
| Grove Bank & Trust | 234 $ | |||||||||||
| Godfrey Financial Associates, Inc. | 47 $ | -179 $ | -79,2 % | 226 $ | +74 $ | +48,7 % | 152 $ | |||||
| Decker Retirement Planning Inc. | 123 $ | |||||||||||
| Beacon Capital Management, Inc. | 41 $ | -9 $ | -18,0 % | 50 $ | +17 $ | +51,5 % | 33 $ | +2 $ | +6,5 % | 31 $ | +2 $ | +6,9 % |
| 1.290.594.125 $ | -227.075.667 $ | +1.219,1 % | 1.505.594.561 $ | +572.459.464 $ | +319,6 % | 824.083.296 $ | +47.635.022 $ | +240,8 % | 766.051.818 $ | +74.623.191 $ | +55,3 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
Der Glück Conviction Score und die daraus abgeleiteten Signale sind das Ergebnis eines
regelbasierten Scoring-Modells aus öffentlich verfügbaren Daten (SEC-Filings,
Fundamentaldaten, Kursdaten). Sie richten sich an ein breites Publikum und
berücksichtigen keine persönlichen Verhältnisse, Anlageziele oder Risikobereitschaften.
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet — Stand: 23.08.2026.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Methodik und Datenquellen.
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet — Stand: 23.08.2026.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Methodik und Datenquellen.
Keine Anlageberatung, keine individuelle Empfehlung.
Der Glück Conviction Score ist das Ergebnis eines regelbasierten Scoring-Modells aus öffentlich
verfügbaren Daten. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.