| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 1.406.111.615 $ | +398.429.791 $ | +127,2 % | 1.016.423.167 $ | +138.150.211 $ | +456,2 % | 780.978.843 $ | +117.376.898 $ | +39,7 % | 663.679.313 $ | +95.919.938 $ | +88,9 % | |
| FMR LLC | 229.530.121 $ | +51.269.467 $ | +28,8 % | 178.260.654 $ | +17.131.982 $ | +10,6 % | 161.128.672 $ | +32.972.664 $ | +25,7 % | 128.156.008 $ | +34.641.982 $ | +37,0 % |
| MORGAN STANLEY | 190.149.343 $ | +39.982.883 $ | +26,6 % | 150.166.460 $ | +620.137 $ | +0,4 % | 149.546.323 $ | +17.810.865 $ | +13,5 % | 131.735.458 $ | +18.043.921 $ | +15,9 % |
| BANK OF AMERICA CORP /DE/ | 122.702.161 $ | +35.914.340 $ | +41,4 % | 86.787.821 $ | +2.978.133 $ | +3,6 % | 83.809.688 $ | +21.767.437 $ | +35,1 % | 62.042.251 $ | +9.031.349 $ | +17,0 % |
| TODD ASSET MANAGEMENT LLC | 69.328.561 $ | +14.145.036 $ | +25,6 % | 55.183.525 $ | +1.780.139 $ | +3,3 % | 53.403.386 $ | +5.159.252 $ | +10,7 % | 48.244.134 $ | +9.032.697 $ | +23,0 % |
| Clearbridge Investments, LLC | 66.677.347 $ | +35.201.520 $ | +111,8 % | 31.475.827 $ | ||||||||
| NORTHERN TRUST CORP | 51.607.536 $ | +12.338.390 $ | +31,4 % | 39.269.146 $ | +8.057.043 $ | +25,8 % | 31.212.103 $ | +2.751.411 $ | +9,7 % | 28.460.692 $ | +4.376.385 $ | +18,2 % |
| Cullen Capital Management, LLC | 46.440.997 $ | +14.040.971 $ | +43,3 % | 32.400.026 $ | ||||||||
| AMERICAN CENTURY COMPANIES INC | 44.065.992 $ | +15.203.616 $ | +52,7 % | 28.862.376 $ | +6.595.275 $ | +29,6 % | 22.267.101 $ | +5.568.454 $ | +33,3 % | 16.698.647 $ | +4.458.824 $ | +36,4 % |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 43.631.000 $ | +9.233.000 $ | +26,8 % | 34.398.000 $ | +883.000 $ | +2,6 % | 33.515.000 $ | +3.555.000 $ | +11,9 % | 29.960.000 $ | +6.114.000 $ | +25,6 % |
| NATIXIS ADVISORS, LLC | 39.903.000 $ | +16.793.000 $ | +72,7 % | 23.110.000 $ | +18.320.000 $ | +382,5 % | 4.790.000 $ | +92.000 $ | +2,0 % | 4.698.000 $ | +909.000 $ | +24,0 % |
| Quantinno Capital Management LP | 39.489.035 $ | +11.765.822 $ | +42,4 % | 27.723.213 $ | +4.502.755 $ | +19,4 % | 23.220.458 $ | +6.814.232 $ | +41,5 % | 16.406.226 $ | +5.566.738 $ | +51,4 % |
| BlackRock, Inc. | 34.358.278 $ | +6.198.663 $ | +22,0 % | 28.159.615 $ | +1.664.582 $ | +6,3 % | 26.495.033 $ | +2.087.469 $ | +8,6 % | 24.407.564 $ | +4.668.500 $ | +23,7 % |
| ENVESTNET ASSET MANAGEMENT INC | 29.872.943 $ | +14.546.019 $ | +94,9 % | 15.326.924 $ | +12.004.136 $ | +361,3 % | 3.322.788 $ | -112.236 $ | -3,3 % | 3.435.024 $ | +191.123 $ | +5,9 % |
| JONES FINANCIAL COMPANIES LLLP | 25.044.828 $ | +7.298.427 $ | +41,1 % | 17.746.401 $ | +17.726.999 $ | +91.366,9 % | 19.402 $ | +2.539 $ | +15,1 % | 16.863 $ | +4.570 $ | +37,2 % |
| JPMORGAN CHASE & CO | 21.701.057 $ | +12.540.632 $ | +136,9 % | 9.160.425 $ | +4.528.653 $ | +97,8 % | 4.631.772 $ | -4.202.094 $ | -47,6 % | 8.833.866 $ | +5.445.102 $ | +160,7 % |
| WELLS FARGO & COMPANY/MN | 19.791.455 $ | +5.995.658 $ | +43,5 % | 13.795.797 $ | +10.139.845 $ | +277,4 % | 3.655.952 $ | +388.732 $ | +11,9 % | 3.267.220 $ | -13.022.694 $ | -79,9 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14.891.118 $ | +6.161.659 $ | +70,6 % | 8.729.459 $ | +1.479.684 $ | +20,4 % | 7.249.775 $ | +1.046.719 $ | +16,9 % | 6.203.056 $ | +1.031.946 $ | +20,0 % |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14.566.809 $ | +4.008.170 $ | +38,0 % | 10.558.639 $ | +2.255.192 $ | +27,2 % | 8.303.447 $ | +2.580.477 $ | +45,1 % | 5.722.970 $ | +2.270.136 $ | +65,7 % |
| EAGLE GLOBAL ADVISORS LLC | 13.243.550 $ | +3.185.564 $ | +31,7 % | 10.057.986 $ | +269.344 $ | +2,8 % | 9.788.642 $ | +1.563.193 $ | +19,0 % | 8.225.449 $ | +1.172.973 $ | +16,6 % |
| AQR CAPITAL MANAGEMENT LLC | 10.681.796 $ | +5.522.142 $ | +107,0 % | 5.159.654 $ | +1.299.480 $ | +33,7 % | 3.860.174 $ | +1.148.517 $ | +42,4 % | 2.711.657 $ | +910.683 $ | +50,6 % |
| RAYMOND JAMES FINANCIAL INC | 10.311.127 $ | +4.026.684 $ | +64,1 % | 6.284.443 $ | +5.753.791 $ | +1.084,3 % | 530.652 $ | +45.184 $ | +9,3 % | 485.468 $ | +99.091 $ | +25,6 % |
| Curi Capital, LLC | 8.326.618 $ | +7.714.175 $ | +1.259,6 % | 612.443 $ | -1.193.709 $ | -66,1 % | 1.806.152 $ | +415.046 $ | +29,8 % | |||
| Gilman Hill Asset Management, LLC | 7.583.827 $ | +1.491.162 $ | +24,5 % | 6.092.665 $ | +267.700 $ | +4,6 % | 5.824.965 $ | +680.799 $ | +13,2 % | 5.144.166 $ | +715.190 $ | +16,1 % |
| Calamos Wealth Management LLC | 6.920.299 $ | +2.021.732 $ | +41,3 % | 4.898.567 $ | +796.021 $ | +19,4 % | 4.102.546 $ | |||||
| SEI INVESTMENTS CO | 6.798.290 $ | +2.012.780 $ | +42,1 % | 4.785.510 $ | +630.770 $ | +15,2 % | 4.154.740 $ | +648.370 $ | +18,5 % | 3.506.370 $ | +664.120 $ | +23,4 % |
| MERCER GLOBAL ADVISORS INC /ADV | 6.679.720 $ | +1.707.392 $ | +34,3 % | 4.972.328 $ | +493.851 $ | +11,0 % | 4.478.477 $ | +453.512 $ | +11,3 % | 4.024.965 $ | +381.522 $ | +10,5 % |
| OPPENHEIMER ASSET MANAGEMENT INC. | 6.480.989 $ | +1.666.334 $ | +34,6 % | 4.814.655 $ | ||||||||
| QRG CAPITAL MANAGEMENT, INC. | 6.329.650 $ | +1.732.090 $ | +37,7 % | 4.597.560 $ | +953.562 $ | +26,2 % | 3.643.998 $ | +614.808 $ | +20,3 % | 3.029.190 $ | -2.604.790 $ | -46,2 % |
| Boston Common Asset Management, LLC | 6.312.700 $ | +1.059.292 $ | +20,2 % | 5.253.408 $ | +99.146 $ | +1,9 % | 5.154.262 $ | -986.001 $ | -16,1 % | 6.140.263 $ | +68.488 $ | +1,1 % |
| Gradient Investments LLC | 6.282.344 $ | +1.560.299 $ | +33,0 % | 4.722.045 $ | ||||||||
| Henry James International Management Inc. | 3.353.949 $ | +11.414 $ | +0,3 % | 3.342.535 $ | -2.524.403 $ | -43,0 % | 5.866.938 $ | -389.951 $ | -6,2 % | 6.256.889 $ | +785.227 $ | +14,4 % |
| Connor, Clark & Lunn Investment Management Ltd. | 6.183.782 $ | +4.071.256 $ | +192,7 % | 2.112.526 $ | +1.115.919 $ | +112,0 % | 996.607 $ | |||||
| Vanguard Personalized Indexing Management, LLC | 5.307.493 $ | +1.267.990 $ | +31,4 % | 4.039.503 $ | -1.259.865 $ | -23,8 % | 5.299.368 $ | -134.621 $ | -2,5 % | 5.433.989 $ | +1.343.740 $ | +32,9 % |
| Crossmark Global Holdings, Inc. | 5.430.666 $ | +1.105.029 $ | +25,5 % | 4.325.637 $ | +805.095 $ | +22,9 % | 3.520.542 $ | +16.779 $ | +0,5 % | 3.503.763 $ | +483.155 $ | +16,0 % |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 576.258 $ | -4.788.477 $ | -89,3 % | 5.364.735 $ | +36.413 $ | +0,7 % | ||||||
| JANE STREET GROUP, LLC | 5.022.215 $ | |||||||||||
| Cerity Partners LLC | 4.992.200 $ | +1.303.659 $ | +35,3 % | 3.688.541 $ | +558.862 $ | +17,9 % | 3.129.679 $ | -93.102 $ | -2,9 % | 3.222.781 $ | +182.946 $ | +6,0 % |
| Calamos Advisors LLC | 4.898.567 $ | |||||||||||
| RITHOLTZ WEALTH MANAGEMENT | 4.897.168 $ | +1.775.305 $ | +56,9 % | 3.121.863 $ | +822.635 $ | +35,8 % | 2.299.228 $ | +267.185 $ | +13,1 % | 2.032.043 $ | +295.323 $ | +17,0 % |
| ROYAL BANK OF CANADA | 4.605.000 $ | +1.953.000 $ | +73,6 % | 2.652.000 $ | +1.456.000 $ | +121,7 % | 1.196.000 $ | +394.000 $ | +49,1 % | 802.000 $ | -724.000 $ | -47,4 % |
| Pathstone Holdings, LLC | 4.588.601 $ | +888.968 $ | +24,0 % | 3.699.633 $ | +130.859 $ | +3,7 % | 3.568.774 $ | +504.380 $ | +16,5 % | 3.064.394 $ | +545.662 $ | +21,7 % |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4.351.776 $ | +920.920 $ | +26,8 % | 3.430.856 $ | +1.525.712 $ | +80,1 % | 1.905.144 $ | +202.120 $ | +11,9 % | 1.703.024 $ | -2.305.536 $ | -57,5 % |
| Orion Porfolio Solutions, LLC | 4.277.991 $ | +1.382.747 $ | +47,8 % | 2.895.244 $ | +1.310.798 $ | +82,7 % | 1.584.446 $ | +215.654 $ | +15,8 % | 1.368.792 $ | +101.709 $ | +8,0 % |
| TWO SIGMA INVESTMENTS, LP | 1.602.891 $ | -2.618.381 $ | -62,0 % | 4.221.272 $ | +3.038.505 $ | +256,9 % | 1.182.767 $ | |||||
| MML INVESTORS SERVICES, LLC | 4.074.418 $ | +2.083.877 $ | +104,7 % | 1.990.541 $ | +1.373.974 $ | +222,8 % | 616.567 $ | +121.407 $ | +24,5 % | 495.160 $ | +73.160 $ | +17,3 % |
| BTC Capital Management, Inc. | 4.058.790 $ | +2.490.762 $ | +158,8 % | 1.568.028 $ | -911.175 $ | -36,8 % | 2.479.203 $ | -370.748 $ | -13,0 % | 2.849.951 $ | +564.234 $ | +24,7 % |
| Callan Family Office, LLC | 3.999.308 $ | +879.200 $ | +28,2 % | 3.120.108 $ | +119.118 $ | +4,0 % | 3.000.990 $ | +1.657.873 $ | +123,4 % | 1.343.117 $ | -149.621 $ | -10,0 % |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.693.151 $ | +781.542 $ | +26,8 % | 2.911.609 $ | +2.461.709 $ | +547,2 % | 449.900 $ | |||||
| NAPLES GLOBAL ADVISORS, LLC | 3.561.191 $ | +729.649 $ | +25,8 % | 2.831.542 $ | +106.426 $ | +3,9 % | 2.725.116 $ | +268.655 $ | +10,9 % | 2.456.461 $ | +376.401 $ | +18,1 % |
| US BANCORP \DE\ | 3.520.073 $ | +1.225.952 $ | +53,4 % | 2.294.121 $ | +514.388 $ | +28,9 % | 1.779.733 $ | +280.915 $ | +18,7 % | 1.498.818 $ | +281.568 $ | +23,1 % |
| Mariner, LLC | 3.371.480 $ | +1.067.151 $ | +46,3 % | 2.304.329 $ | +251.505 $ | +12,3 % | 2.052.824 $ | +500.502 $ | +32,2 % | 1.552.322 $ | +246.854 $ | +18,9 % |
| RENAISSANCE TECHNOLOGIES LLC | 3.286.904 $ | |||||||||||
| Artemis Investment Management LLP | 3.254.740 $ | |||||||||||
| Qube Research & Technologies Ltd | 3.197.338 $ | +2.272.446 $ | +245,7 % | 924.892 $ | +294.287 $ | +46,7 % | ||||||
| LPL Financial LLC | 3.157.053 $ | +1.178.259 $ | +59,5 % | 1.978.794 $ | +1.030.436 $ | +108,7 % | 948.358 $ | +131.231 $ | +16,1 % | 817.127 $ | +263.010 $ | +47,5 % |
| Laird Norton Wetherby Trust Company, LLC | 2.813.438 $ | +585.961 $ | +26,3 % | 2.227.477 $ | +97.778 $ | +4,6 % | 2.129.699 $ | +1.779.691 $ | +508,5 % | 350.008 $ | +48.240 $ | +16,0 % |
| UBS Group AG | 2.757.443 $ | +763.948 $ | +38,3 % | 1.993.495 $ | +1.211.451 $ | +154,9 % | 782.044 $ | +386.222 $ | +97,6 % | 395.822 $ | +131.077 $ | +49,5 % |
| &PARTNERS | 2.751.119 $ | +781.084 $ | +39,6 % | 1.970.035 $ | +158.967 $ | +8,8 % | 1.811.068 $ | +379.413 $ | +26,5 % | 1.431.655 $ | +285.134 $ | +24,9 % |
| FIRST TRUST ADVISORS LP | 2.537.618 $ | +541.065 $ | +27,1 % | 1.996.553 $ | +390.769 $ | +24,3 % | 1.605.784 $ | +284.601 $ | +21,5 % | 1.321.183 $ | -218.218 $ | -14,2 % |
| Lester Murray Antman dba SimplyRich | 2.527.000 $ | +631.000 $ | +33,3 % | 1.896.000 $ | +46.000 $ | +2,5 % | 1.850.000 $ | +642.000 $ | +53,1 % | 1.208.000 $ | +181.000 $ | +17,6 % |
| PARADIGM ASSET MANAGEMENT CO LLC | 2.525.856 $ | +534.520 $ | +26,8 % | 1.991.336 $ | +51.128 $ | +2,6 % | 1.940.208 $ | -246.036 $ | -11,3 % | 2.186.244 $ | +553.544 $ | +33,9 % |
| CWM, LLC | 1.728.355 $ | -360.645 $ | -17,3 % | 2.089.000 $ | -364.000 $ | -14,8 % | 2.453.000 $ | +1.500.000 $ | +157,4 % | |||
| GOLDMAN SACHS GROUP INC | 1.515.932 $ | -199.286 $ | -11,6 % | 1.715.218 $ | -670.186 $ | -28,1 % | 2.385.404 $ | +290.580 $ | +13,9 % | 2.094.824 $ | -79.437 $ | -3,7 % |
| Advisors Asset Management, Inc. | 2.295.638 $ | +589.027 $ | +34,5 % | 1.706.611 $ | +231.819 $ | +15,7 % | 1.474.792 $ | +267.917 $ | +22,2 % | 1.206.875 $ | +211.581 $ | +21,3 % |
| HighTower Advisors, LLC | 2.231.060 $ | +318.670 $ | +16,7 % | 1.912.390 $ | +245.100 $ | +14,7 % | 1.667.290 $ | +257.765 $ | +18,3 % | 1.409.525 $ | +391.567 $ | +38,5 % |
| QUADRANT CAPITAL GROUP LLC | 2.193.289 $ | +56.313 $ | +2,6 % | 2.136.976 $ | +226.715 $ | +11,9 % | 1.910.261 $ | +263.283 $ | +16,0 % | |||
| Corient Private Wealth LP | 1.735.429 $ | +489.871 $ | +39,3 % | 1.245.558 $ | -806.508 $ | -39,3 % | 2.052.066 $ | +1.144.458 $ | +126,1 % | 907.608 $ | +196.727 $ | +27,7 % |
| AMERIPRISE FINANCIAL INC | 2.044.477 $ | +568.639 $ | +38,5 % | 1.475.838 $ | +324.305 $ | +28,2 % | 1.151.533 $ | +104.384 $ | +10,0 % | 1.047.149 $ | +355.561 $ | +51,4 % |
| IEQ CAPITAL, LLC | 2.039.010 $ | +498.851 $ | +32,4 % | 1.540.159 $ | +185.992 $ | +13,7 % | 1.354.167 $ | +450.598 $ | +49,9 % | 903.569 $ | +579.928 $ | +179,2 % |
| AlphaCore Capital LLC | 1.933.955 $ | -95.752 $ | -4,7 % | 2.029.707 $ | +2.002.795 $ | +7.442,0 % | ||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 2.002.849 $ | +603.481 $ | +43,1 % | 1.399.368 $ | +111.930 $ | +8,7 % | 1.287.438 $ | +219.977 $ | +20,6 % | 1.067.461 $ | +198.847 $ | +22,9 % |
| Vise Technologies, Inc. | 1.957.425 $ | +0 $ | +0,0 % | 1.957.425 $ | +908.092 $ | +86,5 % | 1.049.333 $ | +157.598 $ | +17,7 % | |||
| DGS Capital Management, LLC | 1.947.461 $ | +333.786 $ | +20,7 % | 1.613.675 $ | +204.919 $ | +14,5 % | 1.408.756 $ | +253.615 $ | +22,0 % | |||
| Ativo Capital Management LLC | 1.945.526 $ | +411.582 $ | +26,8 % | 1.533.944 $ | +39.119 $ | +2,6 % | 1.494.825 $ | +69.959 $ | +4,9 % | 1.424.866 $ | +167.046 $ | +13,3 % |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 1.910.835 $ | +170.283 $ | +9,8 % | 1.740.552 $ | +210.008 $ | +13,7 % | ||||||
| STIFEL FINANCIAL CORP | 1.901.506 $ | +1.082.644 $ | +132,2 % | 818.862 $ | ||||||||
| CITIGROUP INC | 1.840.332 $ | +508.506 $ | +38,2 % | 1.331.826 $ | +1.111.361 $ | +504,1 % | 220.465 $ | +4.191 $ | +1,9 % | 216.274 $ | -112.338 $ | -34,2 % |
| Neuberger Berman Group LLC | 1.725.982 $ | +742.671 $ | +75,5 % | 983.311 $ | +342.210 $ | +53,4 % | 641.101 $ | +89.529 $ | +16,2 % | 551.572 $ | +194.688 $ | +54,6 % |
| Sanctuary Advisors, LLC | 1.706.772 $ | +1.006.905 $ | +143,9 % | 699.867 $ | ||||||||
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 1.695.188 $ | |||||||||||
| MARSHALL WACE, LLP | 1.527.836 $ | +815.686 $ | +114,5 % | |||||||||
| RHUMBLINE ADVISERS | 1.512.225 $ | +383.208 $ | +33,9 % | 1.129.017 $ | +98.177 $ | +9,5 % | 1.030.840 $ | +274.333 $ | +36,3 % | 756.507 $ | -216.238 $ | -22,2 % |
| BANK OF MONTREAL /CAN/ | 1.469.220 $ | +689.270 $ | +88,4 % | 779.950 $ | +573.336 $ | +277,5 % | 206.614 $ | |||||
| BNP PARIBAS FINANCIAL MARKETS | 333.154 $ | -1.112.904 $ | -77,0 % | 1.446.058 $ | +1.291.689 $ | +836,8 % | 154.369 $ | -382.815 $ | -71,3 % | 537.184 $ | +175.941 $ | +48,7 % |
| Focus Partners Wealth | 1.443.294 $ | +392.650 $ | +37,4 % | 1.050.644 $ | +198.406 $ | +23,3 % | 852.238 $ | +643.906 $ | +309,1 % | 208.332 $ | -20.868 $ | -9,1 % |
| Creative Planning | 1.425.221 $ | +452.043 $ | +46,5 % | 973.178 $ | +52.397 $ | +5,7 % | 920.781 $ | +137.001 $ | +17,5 % | 783.780 $ | +179.417 $ | +29,7 % |
| DIMENSIONAL FUND ADVISORS LP | 286.029 $ | -690.342 $ | -70,7 % | 976.371 $ | +25.085 $ | +2,6 % | 951.286 $ | -455.407 $ | -32,4 % | 1.406.693 $ | +193.878 $ | +16,0 % |
| GREENLEAF TRUST | 1.380.852 $ | +259.976 $ | +23,2 % | 1.120.876 $ | +28.778 $ | +2,6 % | 1.092.098 $ | +114.244 $ | +11,7 % | 977.854 $ | +143.826 $ | +17,2 % |
| CITADEL ADVISORS LLC | 638.787 $ | +282.917 $ | +79,5 % | 355.870 $ | -1.015.169 $ | -74,0 % | 1.371.039 $ | |||||
| MILLENNIUM MANAGEMENT LLC | 1.348.214 $ | +750.123 $ | +125,4 % | 598.091 $ | -269.850 $ | -31,1 % | 867.941 $ | -7.386.225 $ | -89,5 % | |||
| Campbell & CO Investment Adviser LLC | 1.036.894 $ | -195.109 $ | -15,8 % | 1.232.003 $ | -114.901 $ | -8,5 % | 1.346.904 $ | -679.626 $ | -33,5 % | |||
| FIFTH THIRD BANCORP | 1.309.185 $ | +237.822 $ | +22,2 % | 1.071.363 $ | +25.462 $ | +2,4 % | 1.045.901 $ | +143.115 $ | +15,9 % | 902.786 $ | +71.055 $ | +8,5 % |
| Aaron Wealth Advisors LLC | 1.257.450 $ | +237.760 $ | +23,3 % | 1.019.690 $ | +331.968 $ | +48,3 % | 687.722 $ | +129.198 $ | +23,1 % | 558.524 $ | -26.320 $ | -4,5 % |
| Cetera Investment Advisers | 1.252.499 $ | +424.316 $ | +51,2 % | 828.183 $ | +399.098 $ | +93,0 % | 429.085 $ | +68.071 $ | +18,9 % | 361.014 $ | ||
| Allspring Global Investments Holdings, LLC | 1.237.056 $ | +331.382 $ | +36,6 % | 905.674 $ | +76.592 $ | +9,2 % | 829.082 $ | +153.712 $ | +22,8 % | 675.370 $ | -4.658.618 $ | -87,3 % |
| Kathmere Capital Management, LLC | 1.228.996 $ | +338.143 $ | +38,0 % | 890.853 $ | +121.812 $ | +15,8 % | 769.041 $ | +108.179 $ | +16,4 % | 660.862 $ | +192.288 $ | +41,0 % |
| STATE STREET CORP | 1.222.415 $ | +258.686 $ | +26,8 % | 963.729 $ | +24.744 $ | +2,6 % | 938.985 $ | +99.619 $ | +11,9 % | 839.366 $ | +115.686 $ | +16,0 % |
| Caprock Group, LLC | 1.185.941 $ | +219.013 $ | +22,7 % | 966.928 $ | +149.412 $ | +18,3 % | 817.516 $ | +158.864 $ | +24,1 % | 658.652 $ | ||
| PARK AVENUE SECURITIES LLC | 1.175.000 $ | +310.000 $ | +35,8 % | 865.000 $ | +327.000 $ | +60,8 % | 538.000 $ | +80.000 $ | +17,5 % | 458.000 $ | +60.000 $ | +15,1 % |
| Ethic Inc. | 1.154.062 $ | +615.700 $ | +114,4 % | 538.362 $ | +107.920 $ | +25,1 % | 430.442 $ | +73.135 $ | +20,5 % | 357.307 $ | +95.832 $ | +36,7 % |
| SYON CAPITAL LLC | 1.135.950 $ | +278.566 $ | +32,5 % | 857.384 $ | -13.226 $ | -1,5 % | 870.610 $ | +253.159 $ | +41,0 % | 617.451 $ | +346.468 $ | +127,9 % |
| Dynasty Wealth Management, LLC | 1.117.290 $ | +313.041 $ | +38,9 % | 804.249 $ | +22.583 $ | +2,9 % | 781.666 $ | +166.749 $ | +27,1 % | 614.917 $ | ||
| TD Waterhouse Canada Inc. | 1.097.487 $ | |||||||||||
| OneAscent Investment Solutions LLC | 1.064.283 $ | |||||||||||
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.063.598 $ | +225.078 $ | +26,8 % | 838.520 $ | ||||||||
| Savant Capital, LLC | 1.063.305 $ | +509.179 $ | +91,9 % | 554.126 $ | +108.345 $ | +24,3 % | 445.781 $ | +98.280 $ | +28,3 % | 347.501 $ | +46.205 $ | +15,3 % |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.054.659 $ | |||||||||||
| Hennion & Walsh Asset Management, Inc. | 1.048.991 $ | +624.662 $ | +147,2 % | 424.329 $ | ||||||||
| Investment Research Partners LLC | 1.038.606 $ | +294.134 $ | +39,5 % | 744.472 $ | +54.644 $ | +7,9 % | 689.828 $ | +114.751 $ | +20,0 % | 575.077 $ | ||
| Plan A Wealth LLC | 1.036.095 $ | +280.347 $ | +37,1 % | 755.748 $ | +45.176 $ | +6,4 % | 710.572 $ | +111.849 $ | +18,7 % | 598.723 $ | +124.812 $ | +26,3 % |
| Sequoia Financial Advisors, LLC | 1.002.729 $ | +223.364 $ | +28,7 % | 779.365 $ | +39.233 $ | +5,3 % | 740.132 $ | +93.255 $ | +14,4 % | 646.877 $ | +208.918 $ | +47,7 % |
| CHOREO, LLC | 1.001.593 $ | +226.117 $ | +29,2 % | 775.476 $ | +50.214 $ | +6,9 % | 725.262 $ | +204.064 $ | +39,2 % | 521.198 $ | +130.273 $ | +33,3 % |
| Strategic Global Advisors, LLC | 333.230 $ | -651.281 $ | -66,2 % | 984.511 $ | +219.152 $ | +28,6 % | 765.359 $ | +158.722 $ | +26,2 % | 606.637 $ | -54.888 $ | -8,3 % |
| Lido Advisors, LLC | 972.418 $ | +275.625 $ | +39,6 % | 696.793 $ | +241.822 $ | +53,2 % | 454.971 $ | +5.750 $ | +1,3 % | 449.221 $ | +159.072 $ | +54,8 % |
| Compound Planning, Inc. | 968.700 $ | +274.128 $ | +39,5 % | 694.572 $ | +146.518 $ | +26,7 % | 548.054 $ | +106.918 $ | +24,2 % | 441.136 $ | +94.985 $ | +27,4 % |
| Systematic Alpha Investments, LLC | 943.772 $ | +199.721 $ | +26,8 % | 744.051 $ | +19.103 $ | +2,6 % | 724.948 $ | +76.911 $ | +11,9 % | 648.037 $ | +89.316 $ | +16,0 % |
| Laird Norton Wetherby Wealth Management, LLC | 939.328 $ | +115.523 $ | +14,0 % | |||||||||
| Atria Investments, Inc | 935.356 $ | +154.862 $ | +19,8 % | 780.494 $ | +565.781 $ | +263,5 % | 214.713 $ | |||||
| Savvy Advisors, Inc. | 933.810 $ | +244.059 $ | +35,4 % | 689.751 $ | +82.461 $ | +13,6 % | 607.290 $ | +95.631 $ | +18,7 % | 511.659 $ | +109.817 $ | +27,3 % |
| TRED AVON FAMILY WEALTH, LLC | 913.531 $ | +158.083 $ | +20,9 % | 755.448 $ | -89.302 $ | -10,6 % | 844.750 $ | +61.542 $ | +7,9 % | 783.208 $ | ||
| TRUIST FINANCIAL CORP | 904.896 $ | +333.197 $ | +58,3 % | 571.699 $ | +322.540 $ | +129,5 % | 249.159 $ | +35.247 $ | +16,5 % | 213.912 $ | ||
| CTC Alternative Strategies, Ltd. | 894.948 $ | |||||||||||
| XTX Topco Ltd | 870.545 $ | +72.961 $ | +9,1 % | 797.584 $ | +477.797 $ | +149,4 % | 319.787 $ | |||||
| Venturi Wealth Management, LLC | 864.536 $ | +256.487 $ | +42,2 % | 608.049 $ | +42.729 $ | +7,6 % | 565.320 $ | +257.235 $ | +83,5 % | 308.085 $ | +90.632 $ | +41,7 % |
| Nuveen, LLC | 837.668 $ | |||||||||||
| REGIONS FINANCIAL CORP | 816.604 $ | +544.265 $ | +199,8 % | 272.339 $ | ||||||||
| ACADIAN ASSET MANAGEMENT LLC | 808.000 $ | +788.000 $ | +3.940,0 % | 20.000 $ | +3.000 $ | +17,6 % | 17.000 $ | +2.000 $ | +13,3 % | |||
| Global Retirement Partners, LLC | 795.766 $ | +197.193 $ | +32,9 % | 598.573 $ | +560.856 $ | +1.487,0 % | 37.717 $ | +17.156 $ | +83,4 % | |||
| Vident Advisory, LLC | 788.798 $ | +286.555 $ | +57,1 % | 502.243 $ | +82.381 $ | +19,6 % | 419.862 $ | +37.335 $ | +9,8 % | 382.527 $ | ||
| Naviter Wealth, LLC | 778.161 $ | +290.871 $ | +59,7 % | 487.290 $ | +52.584 $ | +12,1 % | 434.706 $ | +10.047 $ | +2,4 % | 424.659 $ | +93.638 $ | +28,3 % |
| Versant Capital Management, Inc | 767.457 $ | +133.588 $ | +21,1 % | 633.869 $ | +125.821 $ | +24,8 % | 508.048 $ | +110.580 $ | +27,8 % | 397.468 $ | +20.641 $ | +5,5 % |
| HRT FINANCIAL LP | 500.000 $ | -232.000 $ | -31,7 % | 732.000 $ | ||||||||
| Summit Trail Advisors, LLC | 710.044 $ | +145.812 $ | +25,8 % | 564.232 $ | ||||||||
| D. E. Shaw & Co., Inc. | 693.826 $ | -61.337 $ | -8,1 % | |||||||||
| BALYASNY ASSET MANAGEMENT L.P. | 677.302 $ | |||||||||||
| HB Wealth Management, LLC | 637.226 $ | +188.889 $ | +42,1 % | 448.337 $ | +63.698 $ | +16,6 % | 384.639 $ | +90.429 $ | +30,7 % | 294.210 $ | ||
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 633.779 $ | |||||||||||
| SIGNATUREFD, LLC | 631.684 $ | +133.582 $ | +26,8 % | 498.102 $ | +8.813 $ | +1,8 % | 489.289 $ | +51.779 $ | +11,8 % | 437.510 $ | +60.300 $ | +16,0 % |
| Brooklyn Investment Group | 616.556 $ | +280.115 $ | +83,3 % | 336.441 $ | +261.241 $ | +347,4 % | ||||||
| EVERGREEN CAPITAL MANAGEMENT LLC | 610.542 $ | +40.732 $ | +7,1 % | 569.810 $ | +87.855 $ | +18,2 % | 481.955 $ | +89.162 $ | +22,7 % | 392.793 $ | +146.581 $ | +59,5 % |
| Summit Global Investments | 585.000 $ | -21.000 $ | -3,5 % | 606.000 $ | +175.000 $ | +40,6 % | ||||||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 602.402 $ | +143.704 $ | +31,3 % | 458.698 $ | +67.646 $ | +17,3 % | 391.052 $ | |||||
| FRANKLIN RESOURCES INC | 602.301 $ | +119.671 $ | +24,8 % | 482.630 $ | +13.240 $ | +2,8 % | 469.390 $ | +47.630 $ | +11,3 % | 421.760 $ | +68.151 $ | +19,3 % |
| GLENMEDE TRUST CO NA | 294.201 $ | -298.431 $ | -50,4 % | 592.632 $ | +60.537 $ | +11,4 % | 532.095 $ | |||||
| RNC CAPITAL MANAGEMENT LLC | 592.511 $ | +112.641 $ | +23,5 % | 479.870 $ | +8.405 $ | +1,8 % | 471.465 $ | +64.385 $ | +15,8 % | 407.080 $ | +82.342 $ | +25,4 % |
| OpenArc Corporate Advisory, LLC | 588.707 $ | +219.920 $ | +59,6 % | 368.787 $ | +135.816 $ | +58,3 % | 232.971 $ | |||||
| JMN Financial LLC | 566.720 $ | +62.438 $ | +12,4 % | 504.282 $ | +124.451 $ | +32,8 % | 379.831 $ | |||||
| CAPTRUST FINANCIAL ADVISORS | 566.568 $ | +196.816 $ | +53,2 % | 369.752 $ | +33.981 $ | +10,1 % | 335.771 $ | +30.984 $ | +10,2 % | 304.787 $ | +53.692 $ | +21,4 % |
| XPONANCE LLC | 564.057 $ | +317.749 $ | +129,0 % | 246.308 $ | ||||||||
| OSAIC HOLDINGS, INC. | 548.734 $ | +386.520 $ | +238,3 % | 162.214 $ | +65.883 $ | +68,4 % | 96.331 $ | -62.150 $ | -39,2 % | 158.481 $ | +22.943 $ | +16,9 % |
| Hardy Reed LLC | 545.304 $ | +115.397 $ | +26,8 % | 429.907 $ | +9.694 $ | +2,3 % | 420.213 $ | +36.144 $ | +9,4 % | 384.069 $ | +79.486 $ | +26,1 % |
| Rockefeller Capital Management L.P. | 534.208 $ | +190.041 $ | +55,2 % | 344.167 $ | +182.028 $ | +112,3 % | 162.139 $ | +73.489 $ | +82,9 % | 88.650 $ | ||
| Aquatic Capital Management LLC | 528.124 $ | +481.284 $ | +1.027,5 % | 46.840 $ | ||||||||
| ELEVATION POINT WEALTH PARTNERS, LLC | 512.183 $ | +258.552 $ | +101,9 % | 253.631 $ | +48.253 $ | +23,5 % | 205.378 $ | -525.906 $ | -71,9 % | |||
| ASSETMARK, INC | 511.274 $ | +107.121 $ | +26,5 % | 404.153 $ | -5.431 $ | -1,3 % | 409.584 $ | -52.501 $ | -11,4 % | 462.085 $ | -171.737 $ | -27,1 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 501.509 $ | +263.299 $ | +110,5 % | 238.210 $ | ||||||||
| Trexquant Investment LP | 493.409 $ | +157.558 $ | +46,9 % | 335.851 $ | -182.199 $ | -35,2 % | ||||||
| Optas, LLC | 491.858 $ | +107.056 $ | +27,8 % | 384.802 $ | +8.038 $ | +2,1 % | 376.764 $ | +80.981 $ | +27,4 % | 295.783 $ | +59.683 $ | +25,3 % |
| PDS Planning, Inc | 486.417 $ | +102.725 $ | +26,8 % | 383.692 $ | +7.455 $ | +2,0 % | 376.237 $ | +81.421 $ | +27,6 % | 294.816 $ | +55.564 $ | +23,2 % |
| Marks Group Wealth Management, Inc | 466.256 $ | -17.302 $ | -3,6 % | 483.558 $ | ||||||||
| BLAIR WILLIAM & CO/IL | 483.219 $ | |||||||||||
| Independent Advisor Alliance | 482.233 $ | |||||||||||
| Basecamp Wealth Advisors LLC | 481.092 $ | +101.808 $ | +26,8 % | 379.284 $ | +9.739 $ | +2,6 % | 369.545 $ | |||||
| KEYBANK NATIONAL ASSOCIATION/OH | 479.267 $ | +222.692 $ | +86,8 % | 256.575 $ | ||||||||
| D'Orazio & Associates, Inc. | 477.250 $ | +234.660 $ | +96,7 % | 242.590 $ | +29.254 $ | +13,7 % | 213.336 $ | |||||
| Janney Montgomery Scott LLC | 455.000 $ | +112.000 $ | +32,7 % | 343.000 $ | ||||||||
| Ascent Group, LLC | 450.677 $ | +120.353 $ | +36,4 % | 330.324 $ | +21.105 $ | +6,8 % | 309.219 $ | +36.827 $ | +13,5 % | 272.392 $ | +7.804 $ | +2,9 % |
| Glenmede Investment Management, LP | 445.711 $ | -9.417 $ | -2,1 % | |||||||||
| Abel Hall, LLC | 441.112 $ | +97.816 $ | +28,5 % | 343.296 $ | +77.219 $ | +29,0 % | 266.077 $ | |||||
| First Affirmative Financial Network | 432.370 $ | +90.804 $ | +26,6 % | 341.566 $ | -5.160 $ | -1,5 % | ||||||
| Checchi Capital Advisers, LLC | 419.771 $ | +65.289 $ | +18,4 % | 354.482 $ | -13.632 $ | -3,7 % | 368.114 $ | +43.704 $ | +13,5 % | 324.410 $ | +52.323 $ | +19,2 % |
| Net Worth Advisory Group | 419.750 $ | +87.418 $ | +26,3 % | 332.332 $ | +6.949 $ | +2,1 % | 325.383 $ | +44.663 $ | +15,9 % | 280.720 $ | +23.695 $ | +9,2 % |
| HANTZ FINANCIAL SERVICES, INC. | 407.000 $ | +95.000 $ | +30,4 % | 312.000 $ | +100.000 $ | +47,2 % | 212.000 $ | +89.000 $ | +72,4 % | 123.000 $ | +67.000 $ | +119,6 % |
| Pinnacle Wealth Planning Services, Inc. | 406.495 $ | +88.571 $ | +27,9 % | 317.924 $ | +18.302 $ | +6,1 % | 299.622 $ | +24.187 $ | +8,8 % | 275.435 $ | +67.283 $ | +32,3 % |
| GAMMA Investing LLC | 397.100 $ | +131.389 $ | +49,4 % | 265.711 $ | +69.908 $ | +35,7 % | 195.803 $ | +31.926 $ | +19,5 % | 163.877 $ | +45.805 $ | +38,8 % |
| Dorsey & Whitney Trust CO LLC | 393.600 $ | +95.559 $ | +32,1 % | 298.041 $ | +20.013 $ | +7,2 % | 278.028 $ | +71.993 $ | +34,9 % | 206.035 $ | ||
| Parallel Advisors, LLC | 393.234 $ | +85.164 $ | +27,6 % | 308.070 $ | +38.298 $ | +14,2 % | 269.772 $ | +28.109 $ | +11,6 % | 241.663 $ | +34.141 $ | +16,5 % |
| ATLAS CAPITAL ADVISORS INC. | 386.220 $ | +109.503 $ | +39,6 % | 276.717 $ | +248.433 $ | +878,4 % | 28.284 $ | +17.250 $ | +156,3 % | |||
| Smartleaf Asset Management LLC | 383.531 $ | +92.514 $ | +31,8 % | 291.017 $ | +19.706 $ | +7,3 % | 271.311 $ | +46.677 $ | +20,8 % | 224.634 $ | +74.985 $ | +50,1 % |
| Aprio Wealth Management, LLC | 383.117 $ | |||||||||||
| Verition Fund Management LLC | 372.087 $ | |||||||||||
| WEALTH ALLIANCE, LLC | 371.261 $ | +137.759 $ | +59,0 % | 233.502 $ | ||||||||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 370.915 $ | +99.170 $ | +36,5 % | 271.745 $ | +20.331 $ | +8,1 % | 251.414 $ | +37.063 $ | +17,3 % | 214.351 $ | ||
| YOUSIF CAPITAL MANAGEMENT, LLC | 366.628 $ | -4.156 $ | -1,1 % | 370.784 $ | +51.467 $ | +16,1 % | 319.317 $ | +44.010 $ | +16,0 % | |||
| Portside Wealth Group, LLC | 357.462 $ | +143.363 $ | +67,0 % | 214.099 $ | ||||||||
| Mattson Financial Services, LLC | 353.093 $ | +88.371 $ | +33,4 % | 264.722 $ | ||||||||
| Sivia Capital Partners, LLC | 286.403 $ | -65.201 $ | -18,5 % | 351.604 $ | +64.258 $ | +22,4 % | 287.346 $ | +40.302 $ | +16,3 % | |||
| Promethos Capital, LLC | 345.023 $ | |||||||||||
| Arax Advisory Partners | 337.248 $ | +315.835 $ | +1.475,0 % | 21.413 $ | -38.423 $ | -64,2 % | 59.836 $ | -155.229 $ | -72,2 % | 215.065 $ | +174.982 $ | +436,5 % |
| Pacer Advisors, Inc. | 328.000 $ | +56.000 $ | +20,6 % | 272.000 $ | +7.057 $ | +2,7 % | 264.943 $ | +17.326 $ | +7,0 % | 247.617 $ | +30.110 $ | +13,8 % |
| Baron Wealth Management LLC | 326.522 $ | |||||||||||
| PALLADIEM, LLC | 325.912 $ | +48.618 $ | +17,5 % | 277.294 $ | +13.793 $ | +5,2 % | 263.501 $ | |||||
| Clearstead Advisors, LLC | 203.970 $ | -117.643 $ | -36,6 % | 321.613 $ | ||||||||
| Pure Financial Advisors, LLC | 319.961 $ | |||||||||||
| Keebeck Wealth Management | 319.574 $ | |||||||||||
| TWO SIGMA ADVISERS, LP | 312.654 $ | |||||||||||
| Abacus Wealth Partners, LLC | 300.975 $ | +62.343 $ | +26,1 % | 238.632 $ | +6.127 $ | +2,6 % | 232.505 $ | |||||
| Frec Markets, Inc. | 296.332 $ | +79.834 $ | +36,9 % | 216.498 $ | ||||||||
| EP Wealth Advisors, LLC | 294.561 $ | +91.876 $ | +45,3 % | 202.685 $ | ||||||||
| SAGE RHINO CAPITAL LLC | 294.239 $ | +60.167 $ | +25,7 % | 234.072 $ | +4.081 $ | +1,8 % | 229.991 $ | +19.020 $ | +9,0 % | 210.971 $ | ||
| SmartHarvest Portfolios, LLC | 290.861 $ | |||||||||||
| OneDigital Investment Advisors LLC | 286.660 $ | |||||||||||
| Merit Financial Group, LLC | 271.297 $ | |||||||||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 269.837 $ | |||||||||||
| Diversify Advisory Services, LLC | 269.837 $ | |||||||||||
| NewSquare Capital LLC | 267.563 $ | +207.682 $ | +346,8 % | |||||||||
| TD PRIVATE CLIENT WEALTH LLC | 267.497 $ | +119.226 $ | +80,4 % | 148.271 $ | ||||||||
| Ballentine Partners, LLC | 267.383 $ | +56.583 $ | +26,8 % | 210.800 $ | -929 $ | -0,4 % | 211.729 $ | |||||
| Vestmark Advisory Solutions, Inc. | 265.265 $ | +27.657 $ | +11,6 % | 237.608 $ | -299.201 $ | -55,7 % | ||||||
| EWA, LLC | 264.370 $ | +54.933 $ | +26,2 % | 209.437 $ | +5.378 $ | +2,6 % | 204.059 $ | |||||
| Envestnet Portfolio Solutions, Inc. | 256.372 $ | |||||||||||
| Point72 Asset Management, L.P. | 251.496 $ | |||||||||||
| COMMERCE BANK | 251.368 $ | |||||||||||
| PharVision Advisers, LLC | 249.681 $ | |||||||||||
| Brown Financial Advisors | 249.577 $ | |||||||||||
| Narus Financial Partners, LLC | 247.260 $ | |||||||||||
| Perigon Wealth Management, LLC | 240.382 $ | |||||||||||
| Crestwood Advisors Group, LLC | 238.184 $ | |||||||||||
| COLDSTREAM CAPITAL MANAGEMENT INC | 232.873 $ | |||||||||||
| Knights of Columbus Asset Advisors LLC | 232.708 $ | +24.688 $ | +11,9 % | 208.020 $ | +32.950 $ | +18,8 % | ||||||
| Walkner Condon Financial Advisors LLC | 231.892 $ | |||||||||||
| Brevan Howard Capital Management LP | 229.725 $ | |||||||||||
| Bridgewater Advisors Inc. | 228.823 $ | +11.920 $ | +5,5 % | 216.903 $ | ||||||||
| DRIVE WEALTH MANAGEMENT, LLC | 225.301 $ | |||||||||||
| OLD NATIONAL BANCORP /IN/ | 223.408 $ | |||||||||||
| 55 North Private Wealth, LLC | 213.404 $ | |||||||||||
| Icon Wealth Advisors, LLC | 203.033 $ | |||||||||||
| NORDEN GROUP LLC | 200.510 $ | |||||||||||
| DEUTSCHE BANK AG\ | 179.815 $ | +111.018 $ | +161,4 % | 68.797 $ | ||||||||
| Farther Finance Advisors, LLC | 148.141 $ | +38.418 $ | +35,0 % | 109.723 $ | +15.856 $ | +16,9 % | 93.867 $ | +40.260 $ | +75,1 % | 53.607 $ | +8.673 $ | +19,3 % |
| EverSource Wealth Advisors, LLC | 80.021 $ | -67.489 $ | -45,8 % | 147.510 $ | +7.294 $ | +5,2 % | 140.216 $ | -5.966 $ | -4,1 % | 146.182 $ | +2.874 $ | +2,0 % |
| HUNTINGTON NATIONAL BANK | 140.865 $ | +19.075 $ | +15,7 % | 121.790 $ | +16.041 $ | +15,2 % | 105.749 $ | -3.015 $ | -2,8 % | 108.764 $ | +129 $ | +0,1 % |
| Integrated Wealth Concepts LLC | 136.247 $ | |||||||||||
| Russell Investments Group, Ltd. | 88.101 $ | +35.229 $ | +66,6 % | 52.872 $ | +9.217 $ | +21,1 % | 43.655 $ | -73.806 $ | -62,8 % | 117.461 $ | +85.550 $ | +268,1 % |
| Cromwell Holdings LLC | 116.022 $ | +24.552 $ | +26,8 % | 91.470 $ | +2.349 $ | +2,6 % | 89.121 $ | +9.455 $ | +11,9 % | 79.666 $ | +10.980 $ | +16,0 % |
| Transamerica Financial Advisors, LLC | 95.425 $ | +53.979 $ | +130,2 % | 41.446 $ | +39.254 $ | +1.790,8 % | 2.192 $ | +285 $ | +14,9 % | 1.907 $ | ||
| Horizon Investments, LLC | 69.271 $ | -12.302 $ | -15,1 % | 81.573 $ | ||||||||
| Salomon & Ludwin, LLC | 74.496 $ | +11.283 $ | +17,8 % | 63.213 $ | +41.012 $ | +184,7 % | 22.201 $ | +9.998 $ | +81,9 % | 12.203 $ | +11.906 $ | +4.008,8 % |
| Allworth Financial LP | 70.369 $ | +19.888 $ | +39,4 % | 50.481 $ | +20.294 $ | +67,2 % | 30.187 $ | +7.105 $ | +30,8 % | 23.082 $ | +9.254 $ | +66,9 % |
| WealthCollab, LLC | 69.347 $ | +14.675 $ | +26,8 % | 54.672 $ | +1.403 $ | +2,6 % | 53.269 $ | +5.652 $ | +11,9 % | 47.617 $ | +6.563 $ | +16,0 % |
| Brentview Investment Management LLC | 66.950 $ | +14.168 $ | +26,8 % | 52.782 $ | +1.355 $ | +2,6 % | 51.427 $ | +5.456 $ | +11,9 % | 45.971 $ | +6.336 $ | +16,0 % |
| Ares Financial Consulting, LLC | 56.680 $ | +11.309 $ | +24,9 % | 45.371 $ | ||||||||
| Bruce G. Allen Investments, LLC | 55.691 $ | +9.356 $ | +20,2 % | 46.335 $ | +1.190 $ | +2,6 % | 45.145 $ | +4.790 $ | +11,9 % | 40.355 $ | +5.562 $ | +16,0 % |
| Larson Financial Group LLC | 49.947 $ | +17.978 $ | +56,2 % | 31.969 $ | +10.784 $ | +50,9 % | 21.185 $ | +10.032 $ | +89,9 % | 11.153 $ | +2.933 $ | +35,7 % |
| Owl Creek Wealth Partners LLC | 49.605 $ | +10.498 $ | +26,8 % | 39.107 $ | ||||||||
| V-Square Quantitative Management LLC | 48.494 $ | +14.920 $ | +44,4 % | 33.574 $ | ||||||||
| BROWN BROTHERS HARRIMAN & CO | 47.398 $ | +40.050 $ | +545,0 % | 7.348 $ | +189 $ | +2,6 % | 7.159 $ | |||||
| Addison Advisors LLC | 46.095 $ | +1.183 $ | +2,6 % | 44.912 $ | -1.765 $ | -3,8 % | 46.677 $ | +12.063 $ | +34,9 % | |||
| Blue Trust, Inc. | 46.516 $ | +9.868 $ | +26,9 % | 36.648 $ | -4.318 $ | -10,5 % | 40.966 $ | +898 $ | +2,2 % | 40.068 $ | +11.580 $ | +40,6 % |
| PRINCIPAL SECURITIES, INC. | 39.337 $ | +8.710 $ | +28,4 % | |||||||||
| Quantum Portfolio Management LLC | 37.431 $ | |||||||||||
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 36.709 $ | +7.769 $ | +26,8 % | 28.940 $ | +743 $ | +2,6 % | 28.197 $ | +2.991 $ | +11,9 % | 25.206 $ | -1.142 $ | -4,3 % |
| TWIN PEAKS WEALTH ADVISORS, LLC | 35.988 $ | +15.475 $ | +75,4 % | |||||||||
| Kestra Advisory Services, LLC | 35.017 $ | |||||||||||
| Harbor Asset Planning, Inc. | 34.426 $ | +7.285 $ | +26,8 % | 27.141 $ | +697 $ | +2,6 % | 26.444 $ | +2.805 $ | +11,9 % | 23.639 $ | +3.258 $ | +16,0 % |
| ROTHSCHILD INVESTMENT LLC | 33.994 $ | +33.735 $ | +13.025,1 % | 259 $ | +7 $ | +2,8 % | 252 $ | |||||
| UMB Bank, n.a. | 28.150 $ | +5.957 $ | +26,8 % | 22.193 $ | +570 $ | +2,6 % | 21.623 $ | +2.294 $ | +11,9 % | 19.329 $ | +2.664 $ | +16,0 % |
| True Wealth Design, LLC | 26.933 $ | +8.609 $ | +47,0 % | 18.324 $ | +3.246 $ | +21,5 % | 15.078 $ | +5.805 $ | +62,6 % | 9.273 $ | ||
| BESSEMER GROUP INC | 16.000 $ | +4.000 $ | +33,3 % | 12.000 $ | -13.000 $ | -52,0 % | 25.000 $ | +17.000 $ | +212,5 % | 8.000 $ | +4.000 $ | +100,0 % |
| IFP Advisors, Inc | 24.878 $ | +5.265 $ | +26,8 % | 19.613 $ | +5.149 $ | +35,6 % | 14.464 $ | +1.535 $ | +11,9 % | 12.929 $ | +858 $ | +7,1 % |
| Manchester Capital Management LLC | 2.663 $ | -21.030 $ | -88,8 % | 23.693 $ | +609 $ | +2,6 % | 23.084 $ | +21.255 $ | +1.162,1 % | 1.829 $ | +252 $ | +16,0 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23.661 $ | +2.848 $ | +13,7 % | 20.813 $ | +8.628 $ | +70,8 % | 12.185 $ | -535 $ | -4,2 % | 12.720 $ | -8.584 $ | -40,3 % |
| ELEVATION WEALTH PARTNERS, LLC | 22.977 $ | |||||||||||
| BAYBAN | 22.444 $ | +4.750 $ | +26,8 % | 17.694 $ | +454 $ | +2,6 % | 17.240 $ | |||||
| MAI Capital Management | 22.034 $ | +10.643 $ | +93,4 % | 11.391 $ | +1.982 $ | +21,1 % | 9.409 $ | -6.468 $ | -40,7 % | |||
| Capital Analysts, LLC | 18.000 $ | +3.000 $ | +20,0 % | 15.000 $ | -6.000 $ | -28,6 % | 21.000 $ | +1.000 $ | +5,0 % | 20.000 $ | +3.000 $ | +17,6 % |
| Advisory Services Network, LLC | 20.806 $ | +16.105 $ | +342,6 % | 4.701 $ | ||||||||
| Silver Grove Financial Group, Inc. | 19.849 $ | |||||||||||
| EVOLUTION WEALTH MANAGEMENT INC. | 19.020 $ | +4.025 $ | +26,8 % | 14.995 $ | +385 $ | +2,6 % | 14.610 $ | +1.550 $ | +11,9 % | 13.060 $ | +1.800 $ | +16,0 % |
| Binnacle Investments Inc | 18.963 $ | +10.676 $ | +128,8 % | |||||||||
| HARBOUR INVESTMENTS, INC. | 18.590 $ | +3.263 $ | +21,3 % | 15.327 $ | +11.236 $ | +274,7 % | 4.091 $ | +434 $ | +11,9 % | 3.657 $ | +2.531 $ | +224,8 % |
| Financial Management Professionals, Inc. | 18.373 $ | +3.888 $ | +26,8 % | 14.485 $ | +372 $ | +2,6 % | 14.113 $ | +1.497 $ | +11,9 % | 12.616 $ | +1.739 $ | +16,0 % |
| ALBION FINANCIAL GROUP /UT | 18.069 $ | +3.823 $ | +26,8 % | 14.246 $ | +366 $ | +2,6 % | 13.880 $ | +1.473 $ | +11,9 % | 12.407 $ | +1.710 $ | +16,0 % |
| PRIVATE TRUST CO NA | 18.031 $ | +5.645 $ | +45,6 % | 12.386 $ | +4.555 $ | +58,2 % | 7.831 $ | +831 $ | +11,9 % | 7.000 $ | +2.834 $ | +68,0 % |
| Steward Partners Investment Advisory, LLC | 17.689 $ | +7.373 $ | +71,5 % | 10.316 $ | +2.719 $ | +35,8 % | 7.597 $ | +806 $ | +11,9 % | 6.791 $ | +936 $ | +16,0 % |
| Bell Investment Advisors, Inc | 17.347 $ | +3.671 $ | +26,8 % | 13.676 $ | +6.809 $ | +99,2 % | 6.867 $ | +3.210 $ | +87,8 % | 3.657 $ | +504 $ | +16,0 % |
| Sound Income Strategies, LLC | 16.565 $ | -136 $ | -0,8 % | 16.701 $ | ||||||||
| Trifecta Capital Advisors, LLC | 16.167 $ | +4.171 $ | +34,8 % | 11.996 $ | ||||||||
| MATHER GROUP, LLC. | 15.330 $ | +3.244 $ | +26,8 % | 12.086 $ | +5.295 $ | +78,0 % | 6.791 $ | |||||
| Ancora Advisors LLC | 15.055 $ | |||||||||||
| Cornerstone Financial Management LLC | 14.988 $ | +7.880 $ | +110,9 % | 7.108 $ | +183 $ | +2,6 % | 6.925 $ | |||||
| SageView Advisory Group, LLC | 14.464 $ | |||||||||||
| LRI Investments, LLC | 14.151 $ | +2.995 $ | +26,8 % | 11.156 $ | ||||||||
| NewEdge Advisors, LLC | 12.173 $ | +2.576 $ | +26,8 % | 9.597 $ | +247 $ | +2,6 % | 9.350 $ | +992 $ | +11,9 % | 8.358 $ | +837 $ | +11,1 % |
| GW&K Investment Management, LLC | 12.000 $ | +3.000 $ | +33,3 % | 9.000 $ | +1.000 $ | +12,5 % | 8.000 $ | +1.000 $ | +14,3 % | 7.000 $ | +1.000 $ | +16,7 % |
| Physician Wealth Advisors, Inc. | 11.527 $ | +2.829 $ | +32,5 % | 8.698 $ | +224 $ | +2,6 % | 8.474 $ | +899 $ | +11,9 % | 7.575 $ | +1.044 $ | +16,0 % |
| SHP Wealth Management | 10.605 $ | +2.249 $ | +26,9 % | 8.356 $ | +214 $ | +2,6 % | 8.142 $ | |||||
| Root Financial Partners, LLC | 8.997 $ | -996 $ | -10,0 % | 9.993 $ | +5.056 $ | +102,4 % | 4.937 $ | |||||
| Signature Equity Partners, LLC | 9.966 $ | +3.818 $ | +62,1 % | 6.148 $ | +1.444 $ | +30,7 % | 4.704 $ | |||||
| Lloyd Advisory Services, LLC. | 9.837 $ | |||||||||||
| Kingdom Financial Group LLC. | 9.837 $ | |||||||||||
| Whipplewood Advisors, LLC | 9.597 $ | +1.467 $ | +18,0 % | |||||||||
| Pinnacle Bancorp, Inc. | 9.244 $ | +3.996 $ | +76,1 % | 5.248 $ | +134 $ | +2,6 % | 5.114 $ | +543 $ | +11,9 % | 4.571 $ | +630 $ | +16,0 % |
| Elyxium Wealth, LLC | 9.173 $ | |||||||||||
| Dogwood Wealth Management LLC | 9.168 $ | +3.020 $ | +49,1 % | 6.148 $ | ||||||||
| CULLEN/FROST BANKERS, INC. | 8.925 $ | +6.136 $ | +220,0 % | 2.789 $ | +2.058 $ | +281,5 % | 731 $ | |||||
| RAFFA WEALTH MANAGEMENT, LLC | 8.064 $ | +2.516 $ | +45,3 % | 5.548 $ | +142 $ | +2,6 % | 5.406 $ | +574 $ | +11,9 % | 4.832 $ | +666 $ | +16,0 % |
| Parkside Financial Bank & Trust | 7.348 $ | +189 $ | +2,6 % | 7.159 $ | +759 $ | +11,9 % | 6.400 $ | +882 $ | +16,0 % | |||
| MANNING & NAPIER ADVISORS LLC | 7.225 $ | +1.422 $ | +24,5 % | 5.803 $ | +1.125 $ | +24,0 % | 4.678 $ | |||||
| First Command Advisory Services, Inc. | 7.037 $ | +5.837 $ | +486,4 % | 1.200 $ | +31 $ | +2,7 % | 1.169 $ | +124 $ | +11,9 % | 1.045 $ | +144 $ | +16,0 % |
| Bangor Savings Bank | 6.808 $ | |||||||||||
| BROWN, LISLE/CUMMINGS, INC. | 6.470 $ | +4.111 $ | +174,3 % | 2.359 $ | +250 $ | +11,9 % | 2.109 $ | +291 $ | +16,0 % | |||
| CVA Family Office, LLC | 6.391 $ | +1.353 $ | +26,9 % | 5.038 $ | +129 $ | +2,6 % | 4.909 $ | +521 $ | +11,9 % | 4.388 $ | +605 $ | +16,0 % |
| Essential Partners LLC | 6.391 $ | +4.832 $ | +309,9 % | 1.559 $ | +332 $ | +27,1 % | 1.227 $ | +182 $ | +17,4 % | 1.045 $ | ||
| Continuum Advisory, LLC | 6.124 $ | |||||||||||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 6.086 $ | +1.288 $ | +26,8 % | 4.798 $ | +123 $ | +2,6 % | 4.675 $ | +496 $ | +11,9 % | 4.179 $ | +238 $ | +6,0 % |
| Aventura Private Wealth, LLC | 6.048 $ | |||||||||||
| Retirement Wealth Solutions LLC | 5.821 $ | +4.411 $ | +312,8 % | 1.410 $ | -79 $ | -5,3 % | 1.489 $ | |||||
| Wealthspire Advisors, LLC | 5.616 $ | |||||||||||
| IMA Advisory Services, Inc. | 5.173 $ | +2.624 $ | +102,9 % | 2.549 $ | -168 $ | -6,2 % | 2.717 $ | |||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5.135 $ | +1.086 $ | +26,8 % | 4.049 $ | +104 $ | +2,6 % | 3.945 $ | +419 $ | +11,9 % | 3.526 $ | +486 $ | +16,0 % |
| North Star Investment Management Corp. | 4.755 $ | +1.006 $ | +26,8 % | 3.749 $ | +97 $ | +2,7 % | 3.652 $ | |||||
| HIGHLINE WEALTH PARTNERS LLC | 4.413 $ | +934 $ | +26,8 % | 3.479 $ | +89 $ | +2,6 % | 3.390 $ | |||||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 4.375 $ | +596 $ | +15,8 % | 3.779 $ | +419 $ | +12,5 % | 3.360 $ | +356 $ | +11,9 % | 3.004 $ | +414 $ | +16,0 % |
| American Capital Advisory, LLC | 1.826 $ | -2.523 $ | -58,0 % | 4.349 $ | +3.764 $ | +643,4 % | 585 $ | -42 $ | -6,7 % | 627 $ | ||
| JNBA Financial Advisors | 4.147 $ | +878 $ | +26,9 % | 3.269 $ | +84 $ | +2,6 % | 3.185 $ | |||||
| SJS Investment Consulting Inc. | 4.071 $ | +2.361 $ | +138,1 % | 1.710 $ | +482 $ | +39,3 % | 1.228 $ | |||||
| MV CAPITAL MANAGEMENT, INC. | 4.033 $ | +2.593 $ | +180,1 % | 1.440 $ | +826 $ | +134,5 % | 614 $ | |||||
| NISA INVESTMENT ADVISORS, LLC | 4.032 $ | +1.723 $ | +74,6 % | 2.309 $ | ||||||||
| RMG Wealth Management LLC | 3.784 $ | |||||||||||
| Arlington Trust Co LLC | 3.690 $ | +781 $ | +26,8 % | 2.909 $ | ||||||||
| Bogart Wealth, LLC | 1.141 $ | +541 $ | +90,2 % | 600 $ | +16 $ | +2,7 % | 584 $ | -2.550 $ | -81,4 % | 3.134 $ | +432 $ | +16,0 % |
| JPL Wealth Management, LLC | 3.044 $ | +644 $ | +26,8 % | 2.400 $ | ||||||||
| Buck Wealth Strategies, LLC | 3.043 $ | |||||||||||
| CX Institutional | 2.000 $ | +1.000 $ | +100,0 % | 1.000 $ | -2.000 $ | -66,7 % | 3.000 $ | +2.000 $ | +200,0 % | 1.000 $ | +0 $ | +0,0 % |
| Quent Capital, LLC | 2.853 $ | |||||||||||
| Independence Bank of Kentucky | 2.663 $ | +564 $ | +26,9 % | 2.099 $ | +54 $ | +2,6 % | 2.045 $ | |||||
| Geneos Wealth Management Inc. | 2.663 $ | +564 $ | +26,9 % | 2.099 $ | +54 $ | +2,6 % | 2.045 $ | +217 $ | +11,9 % | 1.828 $ | -44.473 $ | -96,1 % |
| LANARK FINANCIAL, INC. | 2.662 $ | +383 $ | +16,8 % | 2.279 $ | +59 $ | +2,7 % | 2.220 $ | +1.220 $ | +122,0 % | |||
| Tortoise Investment Management, LLC | 2.650 $ | +365 $ | +16,0 % | |||||||||
| Nemes Rush Group LLC | 2.549 $ | +540 $ | +26,9 % | 2.009 $ | +51 $ | +2,6 % | 1.958 $ | |||||
| Plante Moran Financial Advisors, LLC | 2.473 $ | |||||||||||
| Beaird Harris Wealth Management, LLC | 514 $ | +109 $ | +26,9 % | 405 $ | -1.889 $ | -82,3 % | 2.294 $ | +243 $ | +11,8 % | 2.051 $ | +587 $ | +40,1 % |
| Burk Holdings LLC | 2.168 $ | +459 $ | +26,9 % | 1.709 $ | ||||||||
| Crewe Advisors LLC | 2.055 $ | |||||||||||
| WPG Advisers, LLC | 2.054 $ | +1.364 $ | +197,7 % | 690 $ | ||||||||
| Financial Network Wealth Advisors LLC | 2.054 $ | +764 $ | +59,2 % | 1.290 $ | ||||||||
| Synergy Investment Management, LLC | 1.956 $ | |||||||||||
| Highland Investment Advisors LLC | 1.940 $ | |||||||||||
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.788 $ | +738 $ | +70,3 % | 1.050 $ | +27 $ | +2,6 % | 1.023 $ | +109 $ | +11,9 % | 914 $ | +126 $ | +16,0 % |
| Grove Bank & Trust | 1.712 $ | +662 $ | +63,0 % | 1.050 $ | ||||||||
| MOTCO | 1.636 $ | |||||||||||
| BOK Financial Private Wealth, Inc. | 1.370 $ | |||||||||||
| Elevated Capital Advisors, LLC | 1.331 $ | +281 $ | +26,8 % | 1.050 $ | +27 $ | +2,6 % | 1.023 $ | |||||
| Golden State Wealth Management, LLC | 1.331 $ | +281 $ | +26,8 % | 1.050 $ | +27 $ | +2,6 % | 1.023 $ | +109 $ | +11,9 % | 914 $ | +126 $ | +16,0 % |
| Cornerstone Planning Group LLC | 1.216 $ | +219 $ | +22,0 % | 997 $ | +87 $ | +9,6 % | 910 $ | +279 $ | +44,2 % | 631 $ | -71 $ | -10,1 % |
| Asset Dedication, LLC | 1.180 $ | |||||||||||
| MONTAG A & ASSOCIATES INC | 1.124 $ | |||||||||||
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1.041 $ | |||||||||||
| PIN OAK INVESTMENT ADVISORS INC | 1.000 $ | |||||||||||
| CoreCap Advisors, LLC | 989 $ | |||||||||||
| Ameritas Advisory Services, LLC | 914 $ | -11.134 $ | -92,4 % | |||||||||
| ST GERMAIN D J CO INC | 877 $ | +93 $ | +11,9 % | 784 $ | ||||||||
| CENTRAL TRUST Co | 875 $ | +729 $ | +499,3 % | 146 $ | ||||||||
| Bare Financial Services, Inc | 571 $ | -265 $ | -31,7 % | 836 $ | ||||||||
| Global Wealth Strategies & Associates | 810 $ | |||||||||||
| Orion Capital Management LLC | 757 $ | |||||||||||
| Abound Wealth Management | 723 $ | +123 $ | +20,5 % | 600 $ | +15 $ | +2,6 % | 585 $ | +62 $ | +11,9 % | 523 $ | +72 $ | +16,0 % |
| Godfrey Financial Associates, Inc. | 723 $ | +153 $ | +26,8 % | 570 $ | +15 $ | +2,7 % | 555 $ | |||||
| Kilter Group LLC | 647 $ | +257 $ | +65,9 % | 390 $ | +156 $ | +66,7 % | 234 $ | |||||
| Stone House Investment Management, LLC | 533 $ | |||||||||||
| GPS Wealth Strategies Group, LLC | 522 $ | +72 $ | +16,0 % | |||||||||
| Triumph Capital Management | 495 $ | +105 $ | +26,9 % | 390 $ | ||||||||
| CIBC Private Wealth Group LLC | 409 $ | |||||||||||
| Palisade Asset Management, LLC | 392 $ | |||||||||||
| Cassaday & Co Wealth Management LLC | 381 $ | +81 $ | +27,0 % | 300 $ | ||||||||
| MARSHALL INVESTMENT MANAGEMENT, LLC | 380 $ | |||||||||||
| Monetary Solutions, Ltd | 380 $ | |||||||||||
| Institute for Wealth Management, LLC. | 205 $ | |||||||||||
| Mosley Wealth Management | 190 $ | |||||||||||
| Caitong International Asset Management Co., Ltd | 114 $ | -69 $ | -37,7 % | 183 $ | ||||||||
| NATIONAL BANK OF CANADA /FI/ | 180 $ | -1.260.940 $ | -100,0 % | |||||||||
| TOTH FINANCIAL ADVISORY CORP | 150 $ | +3 $ | +2,0 % | 147 $ | ||||||||
| Murphy & Mullick Capital Management Corp | 117 $ | |||||||||||
| Tower Research Capital LLC (TRC) | 52 $ | +7 $ | +15,6 % | |||||||||
| Financial Gravity Companies, Inc. | 38 $ | |||||||||||
| Hemington Wealth Management | 0 $ | |||||||||||
| 1.406.111.615 $ | +398.429.791 $ | +127,2 % | 1.016.423.167 $ | +138.150.211 $ | +456,2 % | 780.978.843 $ | +117.376.898 $ | +39,7 % | 663.679.313 $ | +95.919.938 $ | +88,9 % | |