| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 294.216.047 $ | +42.656.317 $ | +16,7 % | 254.060.261 $ | +12.353.023 $ | +3.096,7 % | 210.948.399 $ | -23.758.581 $ | +8,6 % | 211.660.550 $ | -3.642.428 $ | +10,7 % | |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 50.733.060 $ | +25.814.777 $ | +103,6 % | 24.918.283 $ | -21.591 $ | -0,1 % | 24.939.874 $ | -348.610 $ | -1,4 % | |||
| LPL Financial LLC | 30.096.435 $ | -1.223.155 $ | -3,9 % | 31.319.590 $ | -3.009.596 $ | -8,8 % | 34.329.186 $ | -12.775.952 $ | -27,1 % | 47.105.138 $ | +2.433.167 $ | +5,4 % |
| Larson Financial Group LLC | 27.582.601 $ | +2.766.890 $ | +11,1 % | 24.815.711 $ | +1.079.194 $ | +4,5 % | 23.736.517 $ | -21.189 $ | -0,1 % | 23.757.706 $ | +2.274.465 $ | +10,6 % |
| JPMORGAN CHASE & CO | 26.778.983 $ | +1.333.602 $ | +5,2 % | 25.445.381 $ | +25.435.015 $ | +245.369,6 % | 10.366 $ | -10.826 $ | -51,1 % | 21.192 $ | -377.020 $ | -94,7 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7.449.964 $ | -10.462.601 $ | -58,4 % | 17.912.565 $ | -2.456.335 $ | -12,1 % | 20.368.900 $ | +416.606 $ | +2,1 % | 19.952.294 $ | +2.881.264 $ | +16,9 % |
| EASTERN BANK | 19.201.809 $ | +7.897.229 $ | +69,9 % | 11.304.580 $ | ||||||||
| HighPoint Advisor Group LLC | 7.941.380 $ | +765.679 $ | +10,7 % | 7.175.701 $ | -4.815.503 $ | -40,2 % | 11.991.204 $ | |||||
| Madison Asset Management, LLC | 504.238 $ | -394.445 $ | -43,9 % | 898.683 $ | -630.954 $ | -41,2 % | 1.529.637 $ | -9.828.269 $ | -86,5 % | 11.357.906 $ | +399.206 $ | +3,6 % |
| Independent Advisor Alliance | 9.854.104 $ | |||||||||||
| Employees' Retirement Fund of the City of Fort Worth | 9.457.994 $ | +7.421.494 $ | +364,4 % | |||||||||
| Coppell Advisory Solutions LLC | 9.059.820 $ | |||||||||||
| Breakwater Capital Group | 6.762.789 $ | -704.188 $ | -9,4 % | 7.466.977 $ | -1.135.825 $ | -13,2 % | 8.602.802 $ | -270.662 $ | -3,1 % | 8.873.464 $ | +1.076.790 $ | +13,8 % |
| GOLDMAN SACHS GROUP INC | 7.719.660 $ | +2.796.725 $ | +56,8 % | 4.922.935 $ | +1.634.244 $ | +49,7 % | 3.288.691 $ | +2.736.026 $ | +495,1 % | |||
| Stewardship Advisors, LLC | 6.493.494 $ | +594.803 $ | +10,1 % | 5.898.691 $ | -527.437 $ | -8,2 % | 6.426.128 $ | -159.951 $ | -2,4 % | 6.586.079 $ | +261.821 $ | +4,1 % |
| Private Advisory Group LLC | 6.304.614 $ | +764.411 $ | +13,8 % | 5.540.203 $ | +164.289 $ | +3,1 % | 5.375.914 $ | +255.774 $ | +5,0 % | 5.120.140 $ | +1.970.896 $ | +62,6 % |
| BEACON FINANCIAL PLANNING, INC | 6.051.096 $ | +486.085 $ | +8,7 % | 5.565.011 $ | +1.526.590 $ | +37,8 % | 4.038.421 $ | +11.217 $ | +0,3 % | 4.027.204 $ | +185.762 $ | +4,8 % |
| Mariner, LLC | 6.024.828 $ | +1.969.207 $ | +48,6 % | 4.055.621 $ | ||||||||
| RAYMOND JAMES FINANCIAL INC | 5.242.161 $ | +1.478.538 $ | +39,3 % | 3.763.623 $ | +428.881 $ | +12,9 % | 3.334.742 $ | +1.171.237 $ | +54,1 % | 2.163.505 $ | -408.008 $ | -15,9 % |
| OSAIC HOLDINGS, INC. | 1.335.630 $ | +68.106 $ | +5,4 % | 1.267.524 $ | -1.237.254 $ | -49,4 % | 2.504.778 $ | -2.715.126 $ | -52,0 % | 5.219.904 $ | +462.628 $ | +9,7 % |
| Alaska Wealth Advisors, LLC | 5.118.634 $ | +365.769 $ | +7,7 % | |||||||||
| COMMONWEALTH EQUITY SERVICES, LLC | 4.474.200 $ | +2.593.000 $ | +137,8 % | 1.881.200 $ | +40.830 $ | +2,2 % | 1.840.370 $ | -2.851.630 $ | -60,8 % | 4.692.000 $ | +1.856.000 $ | +65,4 % |
| BANK OF AMERICA CORP /DE/ | 4.601.352 $ | +540.265 $ | +13,3 % | 4.061.087 $ | +160.753 $ | +4,1 % | 3.900.334 $ | +134.467 $ | +3,6 % | 3.765.867 $ | +453.717 $ | +13,7 % |
| PlanVest Financial, Inc | 4.022.101 $ | +492.511 $ | +14,0 % | 3.529.590 $ | ||||||||
| MORGAN STANLEY | 3.852.800 $ | +759.925 $ | +24,6 % | 3.092.875 $ | -465.349 $ | -13,1 % | 3.558.224 $ | -345.755 $ | -8,9 % | 3.903.979 $ | -5.206.245 $ | -57,1 % |
| Intrua Financial, LLC | 3.806.925 $ | +362.004 $ | +10,5 % | 3.444.921 $ | -6.628 $ | -0,2 % | 3.451.549 $ | -13.867 $ | -0,4 % | 3.465.416 $ | +21.961 $ | +0,6 % |
| DHJJ Financial Advisors, Ltd. | 3.184.261 $ | -311.367 $ | -8,9 % | 3.495.628 $ | +172.969 $ | +5,2 % | 3.322.659 $ | +41.071 $ | +1,3 % | 3.281.588 $ | +363.661 $ | +12,5 % |
| Foundry Financial Group, Inc. | 252.070 $ | -64.383 $ | -20,3 % | 316.453 $ | -2.949.635 $ | -90,3 % | 3.266.088 $ | +23.562 $ | +0,7 % | 3.242.526 $ | +150.834 $ | +4,9 % |
| JONES FINANCIAL COMPANIES LLLP | 3.182.769 $ | +1.397.011 $ | +78,2 % | 1.785.758 $ | +327.348 $ | +22,4 % | 1.458.410 $ | +237.614 $ | +19,5 % | 1.220.796 $ | +477.184 $ | +64,2 % |
| Equitable Holdings, Inc. | 2.744.232 $ | +539.648 $ | +24,5 % | 2.204.584 $ | +11.071 $ | +0,5 % | 2.193.513 $ | -117.069 $ | -5,1 % | 2.310.582 $ | +272.860 $ | +13,4 % |
| Cetera Investment Advisers | 2.297.066 $ | +79.139 $ | +3,6 % | 2.217.927 $ | +134.984 $ | +6,5 % | 2.082.943 $ | -592.801 $ | -22,2 % | 2.675.744 $ | +252.477 $ | +10,4 % |
| ROYAL BANK OF CANADA | 1.598.000 $ | -541.000 $ | -25,3 % | 2.139.000 $ | -513.000 $ | -19,3 % | 2.652.000 $ | +1.971.000 $ | +289,4 % | 681.000 $ | -63.000 $ | -8,5 % |
| CITADEL ADVISORS LLC | 2.289.009 $ | +1.098.468 $ | +92,3 % | 1.190.541 $ | -341.922 $ | -22,3 % | 1.532.463 $ | +1.277.947 $ | +502,1 % | 254.516 $ | -1.175.555 $ | -82,2 % |
| FIFTH THIRD SECURITIES, INC. | 2.240.792 $ | +203.793 $ | +10,0 % | 2.036.999 $ | +160.625 $ | +8,6 % | 1.876.374 $ | +164.278 $ | +9,6 % | 1.712.096 $ | +270.987 $ | +18,8 % |
| Westmount Partners, LLC | 2.193.600 $ | |||||||||||
| JANE STREET GROUP, LLC | 512.225 $ | -1.662.668 $ | -76,4 % | 2.174.893 $ | +232.698 $ | +12,0 % | 1.942.195 $ | +364.414 $ | +23,1 % | 1.577.781 $ | +439.178 $ | +38,6 % |
| FLOW TRADERS U.S. LLC | 407.000 $ | -892.000 $ | -68,7 % | 1.299.000 $ | -748.000 $ | -36,5 % | 2.047.000 $ | +427.000 $ | +26,4 % | 1.620.000 $ | -9.598.000 $ | -85,6 % |
| Mountain Capital Investment Advisors Inc. | 1.569.317 $ | -248.948 $ | -13,7 % | 1.818.265 $ | +133.209 $ | +7,9 % | 1.685.056 $ | +74.599 $ | +4,6 % | |||
| BNP PARIBAS FINANCIAL MARKETS | 1.450.626 $ | -270.574 $ | -15,7 % | 1.721.200 $ | +906.600 $ | +111,3 % | ||||||
| Cambridge Investment Research Advisors, Inc. | 1.622.000 $ | +887.000 $ | +120,7 % | 735.000 $ | -231.000 $ | -23,9 % | 966.000 $ | -186.000 $ | -16,1 % | 1.152.000 $ | +50.000 $ | +4,5 % |
| Fifth Third Wealth Advisors LLC | 1.528.138 $ | |||||||||||
| Invesco Ltd. | 1.345.651 $ | +37.568 $ | +2,9 % | 1.308.083 $ | +12.699 $ | +1,0 % | 1.295.384 $ | +127.622 $ | +10,9 % | 1.167.762 $ | +35.813 $ | +3,2 % |
| ENVESTNET ASSET MANAGEMENT INC | 917.837 $ | +86.395 $ | +10,4 % | 831.442 $ | +24.689 $ | +3,1 % | 806.753 $ | -498.153 $ | -38,2 % | 1.304.906 $ | +440.530 $ | +51,0 % |
| HighTower Advisors, LLC | 1.095.951 $ | +150.584 $ | +15,9 % | 945.367 $ | -34.090 $ | -3,5 % | 979.457 $ | -148.933 $ | -13,2 % | 1.128.390 $ | +298.713 $ | +36,0 % |
| NewEdge Advisors, LLC | 1.095.388 $ | +141.329 $ | +14,8 % | 954.059 $ | +59.650 $ | +6,7 % | 894.409 $ | +2.088 $ | +0,2 % | 892.321 $ | +32.527 $ | +3,8 % |
| Family Manage LLC | 743.534 $ | -291.406 $ | -28,2 % | 1.034.940 $ | -22.996 $ | -2,2 % | 1.057.936 $ | +56.548 $ | +5,6 % | |||
| Sanctuary Advisors, LLC | 377.035 $ | -599.153 $ | -61,4 % | 976.188 $ | +168 $ | +0,0 % | ||||||
| Fortune Financial Group, Inc. | 962.829 $ | +259.094 $ | +36,8 % | 703.735 $ | +81.735 $ | +13,1 % | 622.000 $ | |||||
| Golden State Wealth Management, LLC | 951.735 $ | +52.160 $ | +5,8 % | 899.575 $ | +11.922 $ | +1,3 % | 887.653 $ | +4.627 $ | +0,5 % | 883.026 $ | +91.660 $ | +11,6 % |
| Tower Research Capital LLC (TRC) | 921.841 $ | +362.159 $ | +64,7 % | 559.682 $ | +86.172 $ | +18,2 % | 473.510 $ | -377.971 $ | -44,4 % | 851.481 $ | +410.924 $ | +93,3 % |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 892.290 $ | +90.808 $ | +11,3 % | 801.482 $ | +215.782 $ | +36,8 % | 585.700 $ | +180.354 $ | +44,5 % | |||
| TAGStone Capital, Inc. | 852.437 $ | +114.556 $ | +15,5 % | 737.881 $ | +51.189 $ | +7,5 % | 686.692 $ | +145.168 $ | +26,8 % | 541.524 $ | +88.594 $ | +19,6 % |
| GHP Investment Advisors, Inc. | 798.407 $ | +80.174 $ | +11,2 % | 718.233 $ | +3.155 $ | +0,4 % | 715.078 $ | -35.610 $ | -4,7 % | 750.688 $ | +41.747 $ | +5,9 % |
| Consolidated Portfolio Review Corp | 771.659 $ | +209.192 $ | +37,2 % | |||||||||
| Sepio Capital, LP | 750.137 $ | +99.070 $ | +15,2 % | 651.067 $ | +393.355 $ | +152,6 % | 257.712 $ | |||||
| ROMAN BUTLER FULLERTON & CO | 727.749 $ | +46.950 $ | +6,9 % | 680.799 $ | -15.120 $ | -2,2 % | 695.919 $ | +46.857 $ | +7,2 % | 649.062 $ | +12.848 $ | +2,0 % |
| HRT FINANCIAL LP | 708.000 $ | |||||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 334.106 $ | -372.963 $ | -52,7 % | 707.069 $ | -40.164 $ | -5,4 % | ||||||
| Heck Capital Advisors, LLC | 572.978 $ | +13.308 $ | +2,4 % | 559.670 $ | -25.285 $ | -4,3 % | 584.955 $ | -85.699 $ | -12,8 % | 670.654 $ | +30.844 $ | +4,8 % |
| Advisory Services Network, LLC | 628.064 $ | +183.854 $ | +41,4 % | 444.210 $ | ||||||||
| Kingsview Wealth Management, LLC | 595.900 $ | +77.453 $ | +14,9 % | 518.447 $ | +19.015 $ | +3,8 % | 499.432 $ | +1.317 $ | +0,3 % | 498.115 $ | +25.147 $ | +5,3 % |
| TWIN PEAKS WEALTH ADVISORS, LLC | 595.591 $ | +60.064 $ | +11,2 % | 535.527 $ | -40.928 $ | -7,1 % | 576.455 $ | +18.947 $ | +3,4 % | 557.508 $ | -36.953 $ | -6,2 % |
| Summit Financial, LLC | 551.699 $ | +69.915 $ | +14,5 % | 481.784 $ | +67.196 $ | +16,2 % | 414.588 $ | +28.424 $ | +7,4 % | 386.164 $ | ||
| Bond & Devick Financial Network, Inc. | 543.611 $ | +126.949 $ | +30,5 % | 416.662 $ | +51.140 $ | +14,0 % | 365.522 $ | +51.841 $ | +16,5 % | 313.681 $ | +17.901 $ | +6,1 % |
| NATIONAL BANK OF CANADA /FI/ | 536.094 $ | +72.643 $ | +15,7 % | 463.451 $ | -5.661 $ | -1,2 % | 469.112 $ | +18.919 $ | +4,2 % | 450.193 $ | +18.934 $ | +4,4 % |
| Betterment LLC | 527.000 $ | +62.000 $ | +13,3 % | 465.000 $ | +3.000 $ | +0,6 % | 462.000 $ | |||||
| UBS Group AG | 56.790 $ | -458.867 $ | -89,0 % | 515.657 $ | -154.312 $ | -23,0 % | ||||||
| Allegheny Financial Group | 514.494 $ | +68.305 $ | +15,3 % | 446.189 $ | -5.051 $ | -1,1 % | 451.240 $ | |||||
| Sigma Planning Corp | 403.086 $ | -76.980 $ | -16,0 % | 480.066 $ | -20.149 $ | -4,0 % | 500.215 $ | |||||
| Focus Advisor Solutions, LLC | 293.579 $ | -3.575 $ | -1,2 % | 297.154 $ | -199.984 $ | -40,2 % | 497.138 $ | |||||
| TRUIST FINANCIAL CORP | 493.841 $ | +180.339 $ | +57,5 % | 313.502 $ | ||||||||
| Onyx Bridge Wealth Group LLC | 458.541 $ | +71.023 $ | +18,3 % | 387.518 $ | -11.937 $ | -3,0 % | 399.455 $ | -77.588 $ | -16,3 % | 477.043 $ | ||
| Archer Investment Management, LLC | 250.825 $ | +29.306 $ | +13,2 % | 221.519 $ | -195.987 $ | -46,9 % | 417.506 $ | -53.351 $ | -11,3 % | 470.857 $ | +140.034 $ | +42,3 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 467.000 $ | +20.000 $ | +4,5 % | |||||||||
| MJP ASSOCIATES INC /ADV | 456.303 $ | +52.070 $ | +12,9 % | 404.233 $ | -3.301 $ | -0,8 % | 407.534 $ | +26.566 $ | +7,0 % | 380.968 $ | +19.450 $ | +5,4 % |
| Advisor OS, LLC | 456.303 $ | +52.070 $ | +12,9 % | 404.233 $ | -3.301 $ | -0,8 % | 407.534 $ | +26.566 $ | +7,0 % | 380.968 $ | +19.450 $ | +5,4 % |
| Nikulski Financial, Inc. | 292.301 $ | +27.747 $ | +10,5 % | 264.554 $ | -31.161 $ | -10,5 % | 295.715 $ | -152.873 $ | -34,1 % | 448.588 $ | +24.181 $ | +5,7 % |
| Community Financial Services Group, LLC | 421.010 $ | +239.387 $ | +131,8 % | 181.623 $ | ||||||||
| HARBOUR INVESTMENTS, INC. | 37.338 $ | -344.510 $ | -90,2 % | 381.848 $ | +14.097 $ | +3,8 % | ||||||
| Hunter Perkins Capital Management, LLC | 378.000 $ | +146.000 $ | +62,9 % | 232.000 $ | ||||||||
| Brookstone Capital Management | 365.568 $ | +111.084 $ | +43,7 % | 254.484 $ | +8.704 $ | +3,5 % | 245.780 $ | +1.927 $ | +0,8 % | 243.853 $ | +26.083 $ | +12,0 % |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 350.748 $ | +47.506 $ | +15,7 % | 303.242 $ | -1.374 $ | -0,5 % | 304.616 $ | |||||
| IHT Wealth Management, LLC | 337.961 $ | +28.351 $ | +9,2 % | |||||||||
| Alaska Permanent Capital Management, LLC | 337.540 $ | -14.211.380 $ | -97,7 % | |||||||||
| Birch Hill Investment Advisors LLC | 314.007 $ | +41.471 $ | +15,2 % | 272.536 $ | +8.597 $ | +3,3 % | 263.939 $ | -69.827 $ | -20,9 % | 333.766 $ | +25.759 $ | +8,4 % |
| Essex Financial Services, Inc. | 321.797 $ | +39.325 $ | +13,9 % | 282.472 $ | +17.065 $ | +6,4 % | 265.407 $ | +39.069 $ | +17,3 % | 226.338 $ | ||
| CAPTRUST FINANCIAL ADVISORS | 301.678 $ | -856 $ | -0,3 % | 302.534 $ | -1.077 $ | -0,4 % | 303.611 $ | -7.924 $ | -2,5 % | 311.535 $ | +2.818 $ | +0,9 % |
| Fox Financial, Inc | 305.598 $ | +30.376 $ | +11,0 % | 275.222 $ | +386 $ | +0,1 % | 274.836 $ | -6.624 $ | -2,4 % | 281.460 $ | +1.198 $ | +0,4 % |
| D.A. DAVIDSON & CO. | 290.705 $ | +37.239 $ | +14,7 % | 253.466 $ | ||||||||
| AMERIPRISE FINANCIAL INC | 284.226 $ | +35.060 $ | +14,1 % | 249.166 $ | +386 $ | +0,2 % | 248.780 $ | -20.803 $ | -7,7 % | 269.583 $ | ||
| CARLSON FINANCIAL, INC. | 281.496 $ | +42.824 $ | +17,9 % | 238.672 $ | -2.828 $ | -1,2 % | 241.500 $ | |||||
| Mascagni Wealth Management, Inc. | 269.821 $ | +34.641 $ | +14,7 % | 235.180 $ | +823 $ | +0,4 % | 234.357 $ | -31.643 $ | -11,9 % | 266.000 $ | +14.573 $ | +5,8 % |
| CONNORS INVESTOR SERVICES INC | 268.849 $ | +36.969 $ | +15,9 % | 231.880 $ | -3.219 $ | -1,4 % | 235.099 $ | +1.231 $ | +0,5 % | 233.868 $ | ||
| Pekin Hardy Strauss, Inc. | 252.528 $ | |||||||||||
| Northwest Financial Advisors | 252.275 $ | +609 $ | +0,2 % | 251.666 $ | +37.854 $ | +17,7 % | 213.812 $ | |||||
| Snowden Capital Advisors LLC | 239.305 $ | +3.968 $ | +1,7 % | 235.337 $ | -11.969 $ | -4,8 % | 247.306 $ | +9.307 $ | +3,9 % | 237.999 $ | +12.721 $ | +5,6 % |
| SeaCrest Wealth Management, LLC | 219.283 $ | -20.021 $ | -8,4 % | 239.304 $ | +11.426 $ | +5,0 % | ||||||
| Narus Financial Partners, LLC | 226.259 $ | -2.618 $ | -1,1 % | 228.877 $ | ||||||||
| Rossby Financial, LCC | 224.269 $ | +15.066 $ | +7,2 % | 209.203 $ | ||||||||
| Private Advisor Group, LLC | 218.006 $ | -14.087 $ | -6,1 % | |||||||||
| Donor Advised Charitable Giving, Inc. | 210.221 $ | |||||||||||
| Firestone Capital Management | 205.482 $ | |||||||||||
| Focus Partners Wealth | 201.701 $ | |||||||||||
| EFG International AG | 190.726 $ | +24.973 $ | +15,1 % | 165.753 $ | -40 $ | -0,0 % | 165.793 $ | |||||
| MCF Advisors LLC | 186.213 $ | +23.854 $ | +14,7 % | 162.359 $ | ||||||||
| Centennial Bank/AR/ | 51.819 $ | -120.258 $ | -69,9 % | 172.077 $ | +9.198 $ | +5,6 % | ||||||
| CULLEN/FROST BANKERS, INC. | 106.573 $ | +13.652 $ | +14,7 % | 92.921 $ | +144 $ | +0,2 % | 92.777 $ | +49.015 $ | +112,0 % | 43.762 $ | -49.306 $ | -53,0 % |
| Capital Investment Advisory Services, LLC | 99.148 $ | +8.488 $ | +9,4 % | 90.660 $ | -8.263 $ | -8,4 % | 98.923 $ | -2.198 $ | -2,2 % | 101.121 $ | +5.405 $ | +5,6 % |
| TFC Financial Management, Inc. | 88.827 $ | |||||||||||
| EverSource Wealth Advisors, LLC | 26.546 $ | +3.400 $ | +14,7 % | 23.146 $ | -41.091 $ | -64,0 % | 64.237 $ | -20.704 $ | -24,4 % | 84.941 $ | ||
| BLAIR WILLIAM & CO/IL | 33.571 $ | -44.010 $ | -56,7 % | 77.581 $ | -945 $ | -1,2 % | 78.526 $ | -5.746 $ | -6,8 % | 84.272 $ | +6.444 $ | +8,3 % |
| Ritter Daniher Financial Advisory LLC / DE | 64.870 $ | +8.567 $ | +15,2 % | 56.303 $ | ||||||||
| GPS Wealth Strategies Group, LLC | 56.498 $ | +3.020 $ | +5,6 % | |||||||||
| FLAGSHIP HARBOR ADVISORS, LLC | 55.397 $ | |||||||||||
| Geneos Wealth Management Inc. | 38.680 $ | +4.952 $ | +14,7 % | 33.728 $ | +56 $ | +0,2 % | 33.672 $ | -752 $ | -2,2 % | 34.424 $ | +1.840 $ | +5,6 % |
| GoalVest Advisory LLC | 35.906 $ | |||||||||||
| Kestra Advisory Services, LLC | 35.823 $ | |||||||||||
| Capital Analysts, LLC | 35.000 $ | +4.000 $ | +12,9 % | 31.000 $ | +0 $ | +0,0 % | 31.000 $ | +0 $ | +0,0 % | 31.000 $ | +2.000 $ | +6,9 % |
| TD Capital Management LLC | 32.640 $ | +4.182 $ | +14,7 % | 28.458 $ | +48 $ | +0,2 % | 28.410 $ | -624 $ | -2,1 % | 29.034 $ | +1.555 $ | +5,7 % |
| PRINCIPAL SECURITIES, INC. | 25.861 $ | +12.502 $ | +93,6 % | |||||||||
| CWM, LLC | 24.322 $ | -678 $ | -2,7 % | 25.000 $ | +2.000 $ | +8,7 % | 23.000 $ | +1.000 $ | +4,5 % | |||
| Global Retirement Partners, LLC | 24.177 $ | +3.130 $ | +14,9 % | 21.047 $ | -468 $ | -2,2 % | 21.515 $ | +1.150 $ | +5,6 % | |||
| Aptus Capital Advisors, LLC | 22.600 $ | +2.946 $ | +15,0 % | 19.654 $ | -80 $ | -0,4 % | 19.734 $ | +190 $ | +1,0 % | 19.544 $ | +996 $ | +5,4 % |
| FMR LLC | 14.537 $ | +3.554 $ | +32,4 % | 10.983 $ | -2.994 $ | -21,4 % | 13.977 $ | -2.469 $ | -15,0 % | 16.446 $ | +4.483 $ | +37,5 % |
| N.E.W. Advisory Services LLC | 14.506 $ | +1.858 $ | +14,7 % | 12.648 $ | ||||||||
| Steward Partners Investment Advisory, LLC | 12.648 $ | |||||||||||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 11.096 $ | +713 $ | +6,9 % | |||||||||
| Wealth Watch Advisors, INC | 10.019 $ | -222 $ | -2,2 % | 10.241 $ | ||||||||
| WELLS FARGO & COMPANY/MN | 34 $ | -7.608 $ | -99,6 % | 7.642 $ | +7.606 $ | +21.127,8 % | 36 $ | +11 $ | +44,0 % | 25 $ | -14.206 $ | -99,8 % |
| Allworth Financial LP | 4.216 $ | |||||||||||
| Rockefeller Capital Management L.P. | 3.175 $ | +409 $ | +14,8 % | 2.766 $ | +15 $ | +0,5 % | 2.751 $ | |||||
| Milestone Investment Advisors LLC | 2.951 $ | +390 $ | +15,2 % | 2.561 $ | -31 $ | -1,2 % | 2.592 $ | +77 $ | +3,1 % | 2.515 $ | +119 $ | +5,0 % |
| Ancora Advisors LLC | 2.781 $ | |||||||||||
| Planning Project LLC | 2.283 $ | |||||||||||
| CENTRAL TRUST Co | 2.151 $ | +4 $ | +0,2 % | 2.147 $ | -48 $ | -2,2 % | 2.195 $ | +117 $ | +5,6 % | |||
| VANGUARD ADVISERS INC | 2.069 $ | |||||||||||
| MGB Wealth Management, LLC | 1.609 $ | +48 $ | +3,1 % | 1.561 $ | +74 $ | +5,0 % | ||||||
| Keating Financial Advisory Services, Inc. | 1.094 $ | |||||||||||
| 294.216.047 $ | +42.656.317 $ | +16,7 % | 254.060.261 $ | +12.353.023 $ | +3.096,7 % | 210.948.399 $ | -23.758.581 $ | +8,6 % | 211.660.550 $ | -3.642.428 $ | +10,7 % | |