| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 772.385.597 $ | +101.176.647 $ | +409,8 % | 666.887.187 $ | +30.112.162 $ | +73,8 % | 639.887.078 $ | +123.973.663 $ | +87,8 % | 511.497.310 $ | +76.646.069 $ | +45,1 % | |
| Fisher Asset Management, LLC | 115.574.821 $ | +12.281.934 $ | +11,9 % | 103.292.887 $ | -7.048.321 $ | -6,4 % | 110.341.208 $ | +38.146.425 $ | +52,8 % | 72.194.783 $ | +7.514.685 $ | +11,6 % |
| DONALD SMITH & CO., INC. | 107.214.766 $ | +3.307.466 $ | +3,2 % | 103.907.300 $ | -2.608.230 $ | -2,4 % | 106.515.530 $ | +16.216.699 $ | +18,0 % | 90.298.831 $ | +17.501.422 $ | +24,0 % |
| MORGAN STANLEY | 94.917.318 $ | +11.461.187 $ | +13,7 % | 83.456.131 $ | +1.105.239 $ | +1,3 % | 82.350.892 $ | +15.634.552 $ | +23,4 % | 66.716.340 $ | +6.399.491 $ | +10,6 % |
| BlackRock, Inc. | 58.268.346 $ | +15.491.398 $ | +36,2 % | 42.776.948 $ | +2.624.667 $ | +6,5 % | 40.152.281 $ | +7.540.046 $ | +23,1 % | 32.612.235 $ | +7.416.324 $ | +29,4 % |
| GOLDMAN SACHS GROUP INC | 49.735.057 $ | +5.964.428 $ | +13,6 % | 43.770.629 $ | -168.732 $ | -0,4 % | 43.939.361 $ | +7.195.226 $ | +19,6 % | 36.744.135 $ | +4.721.876 $ | +14,7 % |
| FMR LLC | 31.074.644 $ | -5.453.757 $ | -14,9 % | 36.528.401 $ | +14.174.006 $ | +63,4 % | 22.354.395 $ | +5.660.094 $ | +33,9 % | 16.694.301 $ | +2.428.048 $ | +17,0 % |
| Quantinno Capital Management LP | 28.364.959 $ | +8.267.486 $ | +41,1 % | 20.097.473 $ | +2.045.945 $ | +11,3 % | 18.051.528 $ | +8.527.457 $ | +89,5 % | 9.524.071 $ | +4.398.008 $ | +85,8 % |
| DIMENSIONAL FUND ADVISORS LP | 27.935.551 $ | +3.077.435 $ | +12,4 % | 24.858.116 $ | -1.719.458 $ | -6,5 % | 26.577.574 $ | +3.485.204 $ | +15,1 % | 23.092.370 $ | +2.153.672 $ | +10,3 % |
| NORTHERN TRUST CORP | 22.706.389 $ | +2.238.751 $ | +10,9 % | 20.467.638 $ | -601.976 $ | -2,9 % | 21.069.614 $ | +2.506.157 $ | +13,5 % | 18.563.457 $ | +2.642.799 $ | +16,6 % |
| RENAISSANCE TECHNOLOGIES LLC | 17.112.545 $ | -1.131.005 $ | -6,2 % | 18.243.550 $ | +2.966.728 $ | +19,4 % | 15.276.822 $ | -2.591.653 $ | -14,5 % | 17.868.475 $ | +3.317.878 $ | +22,8 % |
| Qube Research & Technologies Ltd | 15.693.855 $ | +4.982.210 $ | +46,5 % | 10.711.645 $ | +9.956.218 $ | +1.318,0 % | 755.427 $ | +613.175 $ | +431,0 % | 142.252 $ | ||
| MILLENNIUM MANAGEMENT LLC | 11.098.868 $ | +4.308.000 $ | +63,4 % | 6.790.868 $ | -5.388.014 $ | -44,2 % | 12.178.882 $ | +5.386.194 $ | +79,3 % | 6.792.688 $ | +1.963.093 $ | +40,6 % |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10.033.178 $ | +5.901.848 $ | +142,9 % | 4.131.330 $ | +51.969 $ | +1,3 % | 4.079.361 $ | -5.134.557 $ | -55,7 % | 9.213.918 $ | -2.180.958 $ | -19,1 % |
| AQR CAPITAL MANAGEMENT LLC | 9.770.120 $ | +4.081.873 $ | +71,8 % | 5.688.247 $ | +1.218.649 $ | +27,3 % | 4.469.598 $ | +1.478.265 $ | +49,4 % | 2.991.333 $ | +849.181 $ | +39,6 % |
| Ethic Inc. | 9.151.862 $ | +290.471 $ | +3,3 % | 8.861.391 $ | -353.721 $ | -3,8 % | 9.215.112 $ | +1.691.834 $ | +22,5 % | 7.523.278 $ | +1.053.353 $ | +16,3 % |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8.304.651 $ | +1.647.653 $ | +24,8 % | 6.656.998 $ | +459.733 $ | +7,4 % | 6.197.265 $ | +1.555.254 $ | +33,5 % | 4.642.011 $ | +1.175.318 $ | +33,9 % |
| JANE STREET GROUP, LLC | 5.782.534 $ | -2.050.145 $ | -26,2 % | 7.832.679 $ | +7.006.104 $ | +847,6 % | 826.575 $ | +601.496 $ | +267,2 % | 225.079 $ | -37.437 $ | -14,3 % |
| Creative Planning | 7.269.829 $ | +1.757.046 $ | +31,9 % | 5.512.783 $ | +782.627 $ | +16,5 % | 4.730.156 $ | +1.389.164 $ | +41,6 % | 3.340.992 $ | +934.460 $ | +38,8 % |
| D. E. Shaw & Co., Inc. | 1.504.457 $ | -2.577.588 $ | -63,1 % | 4.082.045 $ | -2.830.533 $ | -40,9 % | 6.912.578 $ | -78.382 $ | -1,1 % | |||
| Carrera Capital Advisors | 5.205.698 $ | +664.536 $ | +14,6 % | 4.541.162 $ | -1.656.228 $ | -26,7 % | 6.197.390 $ | +637.951 $ | +11,5 % | 5.559.439 $ | +751.326 $ | +15,6 % |
| Trexquant Investment LP | 5.836.663 $ | +56.717 $ | +1,0 % | 5.779.946 $ | +5.423.144 $ | +1.519,9 % | 356.802 $ | |||||
| Gradient Investments LLC | 5.607.883 $ | +914.422 $ | +19,5 % | 4.693.461 $ | ||||||||
| JPMORGAN CHASE & CO | 5.587.347 $ | +2.075.057 $ | +59,1 % | 3.512.290 $ | +641.861 $ | +22,4 % | 2.870.429 $ | -571.439 $ | -16,6 % | 3.441.868 $ | +2.305.351 $ | +202,8 % |
| Journey Advisory Group, LLC | 167.593 $ | -4.962.775 $ | -96,7 % | 5.130.368 $ | +696.395 $ | +15,7 % | 4.433.973 $ | +370.724 $ | +9,1 % | |||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4.880.947 $ | +2.857.264 $ | +141,2 % | 2.023.683 $ | +266.876 $ | +15,2 % | 1.756.807 $ | +494.481 $ | +39,2 % | 1.262.326 $ | +199.209 $ | +18,7 % |
| Mariner, LLC | 4.054.514 $ | +1.017.210 $ | +33,5 % | 3.037.304 $ | +129.131 $ | +4,4 % | 2.908.173 $ | +358.968 $ | +14,1 % | 2.549.205 $ | +572.553 $ | +29,0 % |
| Integrated Quantitative Investments LLC | 3.911.420 $ | +3.143.046 $ | +409,1 % | 768.374 $ | ||||||||
| Vanguard Personalized Indexing Management, LLC | 3.289.945 $ | +516.949 $ | +18,6 % | 2.772.996 $ | -687.980 $ | -19,9 % | 3.460.976 $ | +185.136 $ | +5,7 % | 3.275.840 $ | +433.425 $ | +15,2 % |
| CITADEL ADVISORS LLC | 995.942 $ | -745.626 $ | -42,8 % | 1.741.568 $ | -1.642.849 $ | -48,5 % | 3.384.417 $ | |||||
| RAYMOND JAMES FINANCIAL INC | 3.369.819 $ | +824.465 $ | +32,4 % | 2.545.354 $ | +481.079 $ | +23,3 % | 2.064.275 $ | +563.086 $ | +37,5 % | 1.501.189 $ | +297.431 $ | +24,7 % |
| MARSHALL WACE, LLP | 2.923.617 $ | +1.446.004 $ | +97,9 % | 1.477.613 $ | -1.662.626 $ | -52,9 % | 3.140.239 $ | +2.403.366 $ | +326,2 % | |||
| Russell Investments Group, Ltd. | 3.022.659 $ | +510.187 $ | +20,3 % | 2.512.472 $ | +946.023 $ | +60,4 % | 1.566.449 $ | +498.593 $ | +46,7 % | 1.067.856 $ | +465.396 $ | +77,2 % |
| Cerity Partners LLC | 2.807.881 $ | +302.044 $ | +12,1 % | 2.505.837 $ | -94.783 $ | -3,6 % | 2.600.620 $ | +415.396 $ | +19,0 % | 2.185.224 $ | +227.807 $ | +11,6 % |
| WELLS FARGO & COMPANY/MN | 2.402.104 $ | -259.239 $ | -9,7 % | 2.661.343 $ | +1.152.006 $ | +76,3 % | 1.509.337 $ | -180.432 $ | -10,7 % | 1.689.769 $ | +1.269.040 $ | +301,6 % |
| Vident Advisory, LLC | 2.659.731 $ | +235.380 $ | +9,7 % | 2.424.351 $ | +146.501 $ | +6,4 % | 2.277.850 $ | +21.992 $ | +1,0 % | 2.255.858 $ | +323.998 $ | +16,8 % |
| NATIXIS ADVISORS, LLC | 2.557.000 $ | +688.000 $ | +36,8 % | 1.869.000 $ | +37.000 $ | +2,0 % | 1.832.000 $ | -289.000 $ | -13,6 % | 2.121.000 $ | +398.000 $ | +23,1 % |
| QUADRANT CAPITAL GROUP LLC | 2.532.486 $ | +222.656 $ | +9,6 % | 2.309.830 $ | -71.899 $ | -3,0 % | 2.381.729 $ | +573.629 $ | +31,7 % | 1.808.100 $ | +174.193 $ | +10,7 % |
| TWO SIGMA INVESTMENTS, LP | 2.382.848 $ | +2.303.948 $ | +2.920,1 % | 78.900 $ | -223.828 $ | -73,9 % | 302.728 $ | |||||
| BANK OF AMERICA CORP /DE/ | 1.812.605 $ | +753.065 $ | +71,1 % | 1.059.540 $ | -1.295.399 $ | -55,0 % | 2.354.939 $ | +289.939 $ | +14,0 % | 2.065.000 $ | +166.130 $ | +8,7 % |
| UBS Group AG | 1.963.261 $ | +808.639 $ | +70,0 % | 1.154.622 $ | -1.153.719 $ | -50,0 % | 2.308.341 $ | +1.080.882 $ | +88,1 % | 1.227.459 $ | -830.212 $ | -40,3 % |
| Pathstone Holdings, LLC | 2.228.268 $ | +321.147 $ | +16,8 % | 1.907.121 $ | -90.697 $ | -4,5 % | 1.997.818 $ | +231.477 $ | +13,1 % | 1.766.341 $ | +261.521 $ | +17,4 % |
| ASSETMARK, INC | 2.099.723 $ | +648.968 $ | +44,7 % | 1.450.755 $ | +433.814 $ | +42,7 % | 1.016.941 $ | +471.926 $ | +86,6 % | 545.015 $ | +309.670 $ | +131,6 % |
| NEW YORK STATE COMMON RETIREMENT FUND | 1.955.710 $ | +1.870.182 $ | +2.186,6 % | 85.528 $ | -682.846 $ | -88,9 % | 768.374 $ | |||||
| XTX Topco Ltd | 1.955.113 $ | +812.823 $ | +71,2 % | 1.142.290 $ | +922.416 $ | +419,5 % | 219.874 $ | |||||
| PNC FINANCIAL SERVICES GROUP, INC. | 1.897.191 $ | +220.360 $ | +13,1 % | 1.676.831 $ | +104.754 $ | +6,7 % | 1.572.077 $ | +216.440 $ | +16,0 % | 1.355.637 $ | +178.857 $ | +15,2 % |
| MERCER GLOBAL ADVISORS INC /ADV | 1.454.673 $ | -274.668 $ | -15,9 % | 1.729.341 $ | +64.661 $ | +3,9 % | 1.664.680 $ | +315.771 $ | +23,4 % | 1.348.909 $ | +36.222 $ | +2,8 % |
| Laird Norton Wetherby Trust Company, LLC | 1.682.415 $ | +316.838 $ | +23,2 % | 1.365.577 $ | -106.599 $ | -7,2 % | 1.472.176 $ | |||||
| Aquatic Capital Management LLC | 1.623.202 $ | +1.149.187 $ | +242,4 % | 474.015 $ | +276.791 $ | +140,3 % | 197.224 $ | +18.586 $ | +10,4 % | 178.638 $ | -283.521 $ | -61,3 % |
| US BANCORP \DE\ | 1.203.976 $ | +139.379 $ | +13,1 % | 1.064.597 $ | -518.227 $ | -32,7 % | 1.582.824 $ | +281.028 $ | +21,6 % | 1.301.796 $ | +223.281 $ | +20,7 % |
| Crossmark Global Holdings, Inc. | 1.553.524 $ | +156.671 $ | +11,2 % | 1.396.853 $ | -152.780 $ | -9,9 % | 1.549.633 $ | -30.589 $ | -1,9 % | 1.580.222 $ | +150.033 $ | +10,5 % |
| Callan Family Office, LLC | 1.524.146 $ | +209.861 $ | +16,0 % | 1.314.285 $ | -89.144 $ | -6,4 % | 1.403.429 $ | +807.318 $ | +135,4 % | 596.111 $ | -258.598 $ | -30,3 % |
| IEQ CAPITAL, LLC | 1.512.579 $ | +499.810 $ | +49,4 % | 1.012.769 $ | +130.676 $ | +14,8 % | 882.093 $ | +405.161 $ | +85,0 % | 476.932 $ | +309.483 $ | +184,8 % |
| Corient Private Wealth LP | 1.001.950 $ | +204.066 $ | +25,6 % | 797.884 $ | -625.302 $ | -43,9 % | 1.423.186 $ | +975.813 $ | +218,1 % | 447.373 $ | +65.543 $ | +17,2 % |
| Vise Technologies, Inc. | 1.351.654 $ | +957.550 $ | +243,0 % | 394.104 $ | +0 $ | +0,0 % | 394.104 $ | +299.610 $ | +317,1 % | 94.494 $ | +24.496 $ | +35,0 % |
| Sequoia Financial Advisors, LLC | 605.136 $ | -711.491 $ | -54,0 % | 1.316.627 $ | +900.149 $ | +216,1 % | 416.478 $ | +16.883 $ | +4,2 % | 399.595 $ | +187.799 $ | +88,7 % |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1.226.391 $ | +582.464 $ | +90,5 % | 643.927 $ | -114.647 $ | -15,1 % | 758.574 $ | +100.173 $ | +15,2 % | 658.401 $ | +365.788 $ | +125,0 % |
| Focus Partners Wealth | 1.200.855 $ | +261.425 $ | +27,8 % | 939.430 $ | +99.349 $ | +11,8 % | 840.081 $ | +529.393 $ | +170,4 % | 310.688 $ | +21.611 $ | +7,5 % |
| SIGNATUREFD, LLC | 1.143.112 $ | +178.502 $ | +18,5 % | 964.610 $ | -5.210 $ | -0,5 % | 969.820 $ | +181.861 $ | +23,1 % | 787.959 $ | +102.744 $ | +15,0 % |
| Nuveen, LLC | 1.101.209 $ | |||||||||||
| Brooklyn Investment Group | 1.090.488 $ | +676.392 $ | +163,3 % | 414.096 $ | +338.743 $ | +449,5 % | 75.353 $ | -903 $ | -1,2 % | |||
| COLDSTREAM CAPITAL MANAGEMENT INC | 553.519 $ | -303.659 $ | -35,4 % | 857.178 $ | -46.274 $ | -5,1 % | 903.452 $ | -166.060 $ | -15,5 % | 1.069.512 $ | +580.439 $ | +118,7 % |
| AlphaCore Capital LLC | 1.067.158 $ | +18.359 $ | +1,8 % | 1.048.799 $ | +893.617 $ | +575,9 % | ||||||
| RHUMBLINE ADVISERS | 1.064.102 $ | +132.934 $ | +14,3 % | 931.168 $ | -11.779 $ | -1,2 % | 942.947 $ | +311.402 $ | +49,3 % | 631.545 $ | -4.136 $ | -0,7 % |
| MML INVESTORS SERVICES, LLC | 763.893 $ | +244.169 $ | +47,0 % | 519.724 $ | -537.135 $ | -50,8 % | 1.056.859 $ | +248.436 $ | +30,7 % | 808.423 $ | +162.423 $ | +25,1 % |
| MARIETTA INVESTMENT PARTNERS LLC | 951.489 $ | +93.436 $ | +10,9 % | 858.053 $ | -114.566 $ | -11,8 % | 972.619 $ | +119.252 $ | +14,0 % | 853.367 $ | -70.057 $ | -7,6 % |
| Hennion & Walsh Asset Management, Inc. | 965.756 $ | +520.437 $ | +116,9 % | 445.319 $ | ||||||||
| Laird Norton Wetherby Wealth Management, LLC | 951.760 $ | +120.916 $ | +14,6 % | |||||||||
| Aaron Wealth Advisors LLC | 936.431 $ | +201.454 $ | +27,4 % | 734.977 $ | -599 $ | -0,1 % | 735.576 $ | +192.427 $ | +35,4 % | 543.149 $ | +34.673 $ | +6,8 % |
| ENVESTNET ASSET MANAGEMENT INC | 906.515 $ | +307.817 $ | +51,4 % | 598.698 $ | -186.553 $ | -23,8 % | 785.251 $ | +203.424 $ | +35,0 % | 581.827 $ | +352.096 $ | +153,3 % |
| ACADIAN ASSET MANAGEMENT LLC | 188.000 $ | +19.000 $ | +11,2 % | 169.000 $ | -688.000 $ | -80,3 % | 857.000 $ | +392.000 $ | +84,3 % | 465.000 $ | +45.000 $ | +10,7 % |
| Connor, Clark & Lunn Investment Management Ltd. | 836.435 $ | |||||||||||
| Savant Capital, LLC | 836.136 $ | +398.336 $ | +91,0 % | 437.800 $ | +61.292 $ | +16,3 % | 376.508 $ | +199.127 $ | +112,3 % | 177.381 $ | +44.728 $ | +33,7 % |
| Steward Partners Investment Advisory, LLC | 835.660 $ | +834.587 $ | +77.780,7 % | 1.073 $ | ||||||||
| Dynasty Wealth Management, LLC | 823.546 $ | +519.705 $ | +171,0 % | 303.841 $ | -16.373 $ | -5,1 % | 320.214 $ | +61.935 $ | +24,0 % | 258.279 $ | ||
| FIRST TRUST ADVISORS LP | 821.729 $ | +101.964 $ | +14,2 % | 719.765 $ | +4.442 $ | +0,6 % | 715.323 $ | +74.836 $ | +11,7 % | 640.487 $ | -406.720 $ | -38,8 % |
| SYON CAPITAL LLC | 641.326 $ | +52.203 $ | +8,9 % | 589.123 $ | -207.499 $ | -26,0 % | 796.622 $ | +281.470 $ | +54,6 % | 515.152 $ | +329.274 $ | +177,1 % |
| Forum Financial Management, LP | 787.914 $ | +105.181 $ | +15,4 % | 682.733 $ | +72.036 $ | +11,8 % | ||||||
| Privatperson | 773.000 $ | +78.000 $ | +11,2 % | 695.000 $ | +66.000 $ | +10,5 % | 629.000 $ | +100.000 $ | +18,9 % | 529.000 $ | +50.000 $ | +10,4 % |
| AMERIPRISE FINANCIAL INC | 762.868 $ | +93.898 $ | +14,0 % | 668.970 $ | -24.471 $ | -3,5 % | 693.441 $ | +70.620 $ | +11,3 % | 622.821 $ | +99.718 $ | +19,1 % |
| Venturi Wealth Management, LLC | 761.121 $ | +118.795 $ | +18,5 % | 642.326 $ | +67.308 $ | +11,7 % | 575.018 $ | +340.684 $ | +145,4 % | 234.334 $ | +104.491 $ | +80,5 % |
| Ellevest, Inc. | 714.235 $ | -39.276 $ | -5,2 % | 753.511 $ | +6.163 $ | +0,8 % | 747.348 $ | +126.883 $ | +20,4 % | 620.465 $ | +207.886 $ | +50,4 % |
| BSW Wealth Partners | 744.100 $ | -1.297 $ | -0,2 % | 745.397 $ | +26.203 $ | +3,6 % | 719.194 $ | +131.188 $ | +22,3 % | 588.006 $ | +78.957 $ | +15,5 % |
| Quantbot Technologies LP | 741.541 $ | +463.276 $ | +166,5 % | 278.265 $ | ||||||||
| Summit Global Investments | 261.000 $ | -441.000 $ | -62,8 % | 702.000 $ | +8.000 $ | +1,2 % | 694.000 $ | +22.000 $ | +3,3 % | 672.000 $ | +69.000 $ | +11,4 % |
| Gallacher Capital Management LLC | 419.027 $ | -111.993 $ | -21,1 % | 531.020 $ | -166.075 $ | -23,8 % | 697.095 $ | +93.820 $ | +15,6 % | 603.275 $ | +91.335 $ | +17,8 % |
| QRG CAPITAL MANAGEMENT, INC. | 667.114 $ | +98.474 $ | +17,3 % | 568.640 $ | +145.841 $ | +34,5 % | 422.799 $ | +104.012 $ | +32,6 % | 318.787 $ | -1.124.573 $ | -77,9 % |
| Orion Porfolio Solutions, LLC | 660.498 $ | +192.400 $ | +41,1 % | 468.098 $ | +9.805 $ | +2,1 % | 458.293 $ | +54.919 $ | +13,6 % | 403.374 $ | +120.364 $ | +42,5 % |
| Ballentine Partners, LLC | 659.413 $ | +96.714 $ | +17,2 % | 562.699 $ | +4.940 $ | +0,9 % | 557.759 $ | +55.155 $ | +11,0 % | 502.604 $ | +98.849 $ | +24,5 % |
| Caprock Group, LLC | 620.961 $ | +96.670 $ | +18,4 % | 524.291 $ | +117.780 $ | +29,0 % | 406.511 $ | +165.115 $ | +68,4 % | 241.396 $ | ||
| HighTower Advisors, LLC | 510.510 $ | +8.157 $ | +1,6 % | 502.353 $ | -118.597 $ | -19,1 % | 620.950 $ | +377.952 $ | +155,5 % | 242.998 $ | +45.634 $ | +23,1 % |
| Allspring Global Investments Holdings, LLC | 618.954 $ | +119.699 $ | +24,0 % | 499.255 $ | +15.900 $ | +3,3 % | 483.355 $ | +163.594 $ | +51,2 % | 319.761 $ | +4.175 $ | +1,3 % |
| Abacus Wealth Partners, LLC | 377.979 $ | -206.709 $ | -35,4 % | 584.688 $ | -24.166 $ | -4,0 % | 608.854 $ | +535.724 $ | +732,6 % | |||
| Centiva Capital, LP | 93.279 $ | -509.954 $ | -84,5 % | 603.233 $ | +457.907 $ | +315,1 % | ||||||
| M&T BANK CORP | 602.444 $ | +263.192 $ | +77,6 % | 339.252 $ | +17.922 $ | +5,6 % | 321.330 $ | +63.316 $ | +24,5 % | 258.014 $ | +56.125 $ | +27,8 % |
| EntryPoint Capital, LLC | 169.770 $ | -423.345 $ | -71,4 % | 593.115 $ | +372.601 $ | +169,0 % | 220.514 $ | +113.609 $ | +106,3 % | 106.905 $ | +17.667 $ | +19,8 % |
| Versant Capital Management, Inc | 590.525 $ | +94.386 $ | +19,0 % | 496.139 $ | +48.004 $ | +10,7 % | 448.135 $ | +87.950 $ | +24,4 % | 360.185 $ | +11.623 $ | +3,3 % |
| Sanctuary Advisors, LLC | 520.438 $ | +374.462 $ | +256,5 % | 145.976 $ | -444.420 $ | -75,3 % | 590.396 $ | |||||
| RNC CAPITAL MANAGEMENT LLC | 538.258 $ | +40.162 $ | +8,1 % | 498.096 $ | -38.075 $ | -7,1 % | 536.171 $ | +79.833 $ | +17,5 % | 456.338 $ | +77.501 $ | +20,5 % |
| HRT FINANCIAL LP | 531.000 $ | +64.000 $ | +13,7 % | 467.000 $ | +344.000 $ | +279,7 % | 123.000 $ | |||||
| HANTZ FINANCIAL SERVICES, INC. | 508.000 $ | -16.000 $ | -3,1 % | 524.000 $ | +301.000 $ | +135,0 % | 223.000 $ | +66.000 $ | +42,0 % | 157.000 $ | +98.000 $ | +166,1 % |
| Neuberger Berman Group LLC | 509.661 $ | +161.321 $ | +46,3 % | 348.340 $ | +50.959 $ | +17,1 % | 297.381 $ | +106.798 $ | +56,0 % | 190.583 $ | +54.502 $ | +40,1 % |
| Verition Fund Management LLC | 492.938 $ | +7.077 $ | +1,5 % | 485.861 $ | -157.966 $ | -24,5 % | ||||||
| Arax Advisory Partners | 491.935 $ | +452.777 $ | +1.156,3 % | 39.158 $ | -87.372 $ | -69,1 % | 126.530 $ | -39.306 $ | -23,7 % | 165.836 $ | +148.327 $ | +847,1 % |
| CHOREO, LLC | 489.011 $ | +60.513 $ | +14,1 % | 428.498 $ | -29.229 $ | -6,4 % | 457.727 $ | +178.297 $ | +63,8 % | 279.430 $ | +66.547 $ | +31,3 % |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 474.477 $ | +58.392 $ | +14,0 % | 416.085 $ | -69.040 $ | -14,2 % | 485.125 $ | +134.609 $ | +38,4 % | 350.516 $ | +57.535 $ | +19,6 % |
| KEYBANK NATIONAL ASSOCIATION/OH | 481.965 $ | +202.120 $ | +72,2 % | 279.845 $ | +116.839 $ | +71,7 % | 163.006 $ | +77.661 $ | +91,0 % | 85.345 $ | ||
| Cetera Investment Advisers | 471.076 $ | +106.130 $ | +29,1 % | 364.946 $ | +23.797 $ | +7,0 % | 341.149 $ | +78.506 $ | +29,9 % | 262.643 $ | +177.524 $ | +208,6 % |
| FRANKLIN TEMPLETON INC | 459.264 $ | +110.510 $ | +31,7 % | 348.754 $ | -9.055 $ | -2,5 % | 357.809 $ | +56.112 $ | +18,6 % | 301.697 $ | +60.415 $ | +25,0 % |
| Formidable Asset Management, LLC | 457.283 $ | +43.401 $ | +10,5 % | |||||||||
| Tidal Investments LLC | 457.283 $ | +43.401 $ | +10,5 % | |||||||||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 456.200 $ | +46.243 $ | +11,3 % | 409.957 $ | +334.111 $ | +440,5 % | 75.846 $ | |||||
| Qtron Investments LLC | 456.051 $ | +225.379 $ | +97,7 % | 230.672 $ | -100.146 $ | -30,3 % | 330.818 $ | +235.879 $ | +248,5 % | 94.939 $ | ||
| LPL Financial LLC | 454.899 $ | +83.015 $ | +22,3 % | 371.884 $ | ||||||||
| Vestmark Advisory Solutions, Inc. | 453.295 $ | +194.227 $ | +75,0 % | |||||||||
| XPONANCE LLC | 452.328 $ | +206.184 $ | +83,8 % | 246.144 $ | +42.686 $ | +21,0 % | 203.458 $ | +44.645 $ | +28,1 % | 158.813 $ | +33.030 $ | +26,3 % |
| Brevan Howard Capital Management LP | 451.903 $ | |||||||||||
| DMC Group, LLC | 374.362 $ | -18.166 $ | -4,6 % | 392.528 $ | -24.875 $ | -6,0 % | 417.403 $ | -28.372 $ | -6,4 % | 445.775 $ | +42.309 $ | +10,5 % |
| Campbell & CO Investment Adviser LLC | 94.917 $ | -350.509 $ | -78,7 % | 445.426 $ | -634.069 $ | -58,7 % | ||||||
| Smartleaf Asset Management LLC | 445.358 $ | +58.399 $ | +15,1 % | 386.959 $ | +1.783 $ | +0,5 % | 385.176 $ | +90.283 $ | +30,6 % | 294.893 $ | +43.763 $ | +17,4 % |
| State of Wyoming | 444.356 $ | +307.883 $ | +225,6 % | 136.473 $ | -19.103 $ | -12,3 % | 155.576 $ | +56.762 $ | +57,4 % | 98.814 $ | ||
| Optas, LLC | 412.466 $ | +49.218 $ | +13,5 % | 363.248 $ | -75.054 $ | -17,1 % | 438.302 $ | +142.318 $ | +48,1 % | 295.984 $ | +85.739 $ | +40,8 % |
| BALYASNY ASSET MANAGEMENT L.P. | 437.692 $ | |||||||||||
| Summit Trail Advisors, LLC | 437.460 $ | +69.194 $ | +18,8 % | 368.266 $ | ||||||||
| CAPTRUST FINANCIAL ADVISORS | 421.897 $ | +153.414 $ | +57,1 % | 268.483 $ | +16.044 $ | +6,4 % | 252.439 $ | +34.890 $ | +16,0 % | 217.549 $ | +44.678 $ | +25,8 % |
| Compound Planning, Inc. | 404.619 $ | +81.092 $ | +25,1 % | 323.527 $ | +32.993 $ | +11,4 % | 290.534 $ | +87.929 $ | +43,4 % | 202.605 $ | +62.479 $ | +44,6 % |
| BANK OF MONTREAL /CAN/ | 383.694 $ | +133.763 $ | +53,5 % | 249.931 $ | +6.017 $ | +2,5 % | 243.914 $ | +39.119 $ | +19,1 % | 204.795 $ | +14.475 $ | +7,6 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 117.213 $ | -265.396 $ | -69,4 % | 382.609 $ | +156.359 $ | +69,1 % | 226.250 $ | |||||
| GROUP ONE TRADING LLC | 368.061 $ | |||||||||||
| PDS Planning, Inc | 356.925 $ | +11.343 $ | +3,3 % | 345.582 $ | -20.113 $ | -5,5 % | 365.695 $ | +64.463 $ | +21,4 % | 301.232 $ | +67.116 $ | +28,7 % |
| Entropy Technologies, LP | 362.377 $ | |||||||||||
| WINTON GROUP Ltd | 360.876 $ | |||||||||||
| CIBC WORLD MARKET INC. | 359.541 $ | +62.482 $ | +21,0 % | 297.059 $ | +142.683 $ | +92,4 % | 154.376 $ | |||||
| Independent Advisor Alliance | 354.361 $ | +174.461 $ | +97,0 % | 179.900 $ | ||||||||
| Sivia Capital Partners, LLC | 353.913 $ | +161.910 $ | +84,3 % | 192.003 $ | -20.188 $ | -9,5 % | 212.191 $ | +69.779 $ | +49,0 % | 142.412 $ | +15.602 $ | +12,3 % |
| RITHOLTZ WEALTH MANAGEMENT | 344.112 $ | +49.344 $ | +16,7 % | 294.768 $ | +6.037 $ | +2,1 % | 288.731 $ | +38.543 $ | +15,4 % | 250.188 $ | +23.746 $ | +10,5 % |
| Mattson Financial Services, LLC | 341.534 $ | +75.246 $ | +28,3 % | 266.288 $ | ||||||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 337.670 $ | +179.242 $ | +113,1 % | 158.428 $ | +39.414 $ | +33,1 % | 119.014 $ | |||||
| GLENMEDE TRUST CO NA | 335.360 $ | +97.509 $ | +41,0 % | 237.851 $ | -14.964 $ | -5,9 % | 252.815 $ | |||||
| Generali Investments CEE, investicni spolecnost, a.s. | 282.057 $ | -29.598 $ | -9,5 % | 311.655 $ | -19.750 $ | -6,0 % | 331.405 $ | +44.240 $ | +15,4 % | 287.165 $ | +27.255 $ | +10,5 % |
| OSAIC HOLDINGS, INC. | 291.800 $ | +99.845 $ | +52,0 % | 191.955 $ | +148.639 $ | +343,2 % | 43.316 $ | -16.164 $ | -27,2 % | 59.480 $ | +17.879 $ | +43,0 % |
| Rockefeller Capital Management L.P. | 284.160 $ | +35.602 $ | +14,3 % | 248.558 $ | +209.220 $ | +531,9 % | 39.338 $ | +1.323 $ | +3,5 % | 38.015 $ | ||
| JONES FINANCIAL COMPANIES LLLP | 281.175 $ | +171.075 $ | +155,4 % | 110.100 $ | +104.932 $ | +2.030,4 % | 5.168 $ | +517 $ | +11,1 % | 4.651 $ | +1.021 $ | +28,1 % |
| EverSource Wealth Advisors, LLC | 213.628 $ | -67.282 $ | -24,0 % | 280.910 $ | +60.075 $ | +27,2 % | 220.835 $ | +33.343 $ | +17,8 % | 187.492 $ | +29.993 $ | +19,0 % |
| Brown Financial Advisors | 280.345 $ | +30.224 $ | +12,1 % | 250.121 $ | ||||||||
| South Dakota Investment Council | 269.000 $ | +8.000 $ | +3,1 % | 261.000 $ | -17.000 $ | -6,1 % | 278.000 $ | +14.000 $ | +5,3 % | 264.000 $ | +25.000 $ | +10,5 % |
| PharVision Advisers, LLC | 276.434 $ | |||||||||||
| Dorsey & Whitney Trust CO LLC | 273.602 $ | +37.438 $ | +15,9 % | 236.164 $ | -11.350 $ | -4,6 % | 247.514 $ | +50.846 $ | +25,9 % | 196.668 $ | +16.659 $ | +9,3 % |
| Bridgewater Advisors Inc. | 267.312 $ | +62.497 $ | +30,5 % | 204.815 $ | -38.435 $ | -15,8 % | 243.250 $ | |||||
| Parallel Advisors, LLC | 261.887 $ | +24.871 $ | +10,5 % | 237.016 $ | +50.691 $ | +27,2 % | 186.325 $ | +33.422 $ | +21,9 % | 152.903 $ | +14.710 $ | +10,6 % |
| Baron Wealth Management LLC | 261.343 $ | +129.563 $ | +98,3 % | 131.780 $ | +9.947 $ | +8,2 % | 121.833 $ | +16.164 $ | +15,3 % | 105.669 $ | +10.345 $ | +10,9 % |
| PEAK6 LLC | 258.812 $ | +6.522 $ | +2,6 % | |||||||||
| Bleakley Financial Group, LLC | 257.963 $ | |||||||||||
| HB Wealth Management, LLC | 255.349 $ | +43.944 $ | +20,8 % | 211.405 $ | +36.306 $ | +20,7 % | 175.099 $ | +45.162 $ | +34,8 % | 129.937 $ | +24.591 $ | +23,3 % |
| GAMMA Investing LLC | 254.374 $ | +42.883 $ | +20,3 % | 211.491 $ | -6.842 $ | -3,1 % | 218.333 $ | +69.153 $ | +46,4 % | 149.180 $ | +30.523 $ | +25,7 % |
| ABC ARBITRAGE SA | 252.399 $ | -520.172 $ | -67,3 % | |||||||||
| YOUSIF CAPITAL MANAGEMENT, LLC | 220.920 $ | -30.520 $ | -12,1 % | 251.440 $ | +47.880 $ | +23,5 % | 203.560 $ | -127.743 $ | -38,6 % | |||
| DRIVE WEALTH MANAGEMENT, LLC | 169.616 $ | +37.299 $ | +28,2 % | 132.317 $ | -8.494 $ | -6,0 % | 140.811 $ | -104.602 $ | -42,6 % | 245.413 $ | +36.656 $ | +17,6 % |
| Pinnacle Wealth Planning Services, Inc. | 239.663 $ | +26.053 $ | +12,2 % | 213.610 $ | -27.649 $ | -11,5 % | 241.259 $ | +22.676 $ | +10,4 % | 218.583 $ | +7.372 $ | +3,5 % |
| Pure Financial Advisors, LLC | 239.699 $ | +87.159 $ | +57,1 % | 152.540 $ | +57.982 $ | +61,3 % | 94.558 $ | |||||
| Private Advisor Group, LLC | 239.114 $ | +8.381 $ | +3,6 % | 230.733 $ | +28.271 $ | +14,0 % | 202.462 $ | +23.446 $ | +13,1 % | |||
| CITIGROUP INC | 223.196 $ | +70.477 $ | +46,1 % | 152.719 $ | +64.179 $ | +72,5 % | 88.540 $ | -48.565 $ | -35,4 % | 137.105 $ | +2.965 $ | +2,2 % |
| Cambridge Investment Research Advisors, Inc. | 216.000 $ | |||||||||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 211.989 $ | +68.263 $ | +47,5 % | 143.726 $ | -3.428 $ | -2,3 % | 147.154 $ | |||||
| Diversify Advisory Services, LLC | 211.989 $ | |||||||||||
| Invesco Ltd. | 203.616 $ | +77.353 $ | +61,3 % | 126.263 $ | -5.080 $ | -3,9 % | 131.343 $ | |||||
| 55 North Private Wealth, LLC | 200.386 $ | |||||||||||
| Perigon Wealth Management, LLC | 199.512 $ | +29.785 $ | +17,5 % | 169.727 $ | ||||||||
| GTS SECURITIES LLC | 198.549 $ | |||||||||||
| HUB Investment Partners, LLC | 197.348 $ | +72.473 $ | +58,0 % | 124.875 $ | +26.024 $ | +26,3 % | 98.851 $ | |||||
| EP Wealth Advisors, LLC | 197.129 $ | +44.329 $ | +29,0 % | 152.800 $ | -4.092 $ | -2,6 % | 156.892 $ | +85.265 $ | +119,0 % | |||
| Pacer Advisors, Inc. | 196.000 $ | +16.000 $ | +8,9 % | 180.000 $ | -11.479 $ | -6,0 % | 191.479 $ | +16.372 $ | +9,3 % | 175.107 $ | +5.868 $ | +3,5 % |
| SEI INVESTMENTS CO | 195.680 $ | +32.850 $ | +20,2 % | 162.830 $ | -310 $ | -0,2 % | 163.140 $ | +62.530 $ | +62,2 % | 100.610 $ | +33.850 $ | +50,7 % |
| Glenmede Investment Management, LP | 193.992 $ | +18.385 $ | +10,5 % | |||||||||
| Keebeck Wealth Management | 191.746 $ | +89.815 $ | +88,1 % | 101.931 $ | ||||||||
| Kathmere Capital Management, LLC | 190.315 $ | +58.118 $ | +44,0 % | 132.197 $ | +6.104 $ | +4,8 % | 126.093 $ | +42.750 $ | +51,3 % | 83.343 $ | ||
| EVOLVE PRIVATE WEALTH, LLC | 188.234 $ | +66.460 $ | +54,6 % | 121.774 $ | -5.947 $ | -4,7 % | 127.721 $ | |||||
| Abel Hall, LLC | 188.182 $ | +21.506 $ | +12,9 % | 166.676 $ | +1.041 $ | +0,6 % | 165.635 $ | |||||
| STIFEL FINANCIAL CORP | 185.478 $ | +18.802 $ | +11,3 % | 166.676 $ | +14.297 $ | +9,4 % | 152.379 $ | |||||
| Werba Rubin Papier Wealth Management | 184.380 $ | +20.417 $ | +12,5 % | 163.963 $ | -7.202 $ | -4,2 % | 171.165 $ | +26.470 $ | +18,3 % | 144.695 $ | +29.624 $ | +25,7 % |
| D.A. DAVIDSON & CO. | 183.502 $ | +37.537 $ | +25,7 % | 145.965 $ | -9.250 $ | -6,0 % | 155.215 $ | +20.720 $ | +15,4 % | 134.495 $ | +12.765 $ | +10,5 % |
| West Family Investments, Inc. | 110.084 $ | -24.314 $ | -18,1 % | 134.398 $ | -45.559 $ | -25,3 % | 179.957 $ | +24.023 $ | +15,4 % | 155.934 $ | +14.800 $ | +10,5 % |
| Valeo Financial Advisors, LLC | 132.473 $ | +19.236 $ | +17,0 % | 113.237 $ | -66.242 $ | -36,9 % | 179.479 $ | +32.908 $ | +22,5 % | 146.571 $ | +56.668 $ | +63,0 % |
| GREENLEAF TRUST | 179.244 $ | +18.170 $ | +11,3 % | 161.074 $ | -7.154 $ | -4,3 % | 168.228 $ | +22.923 $ | +15,8 % | 145.305 $ | +19.574 $ | +15,6 % |
| First Affirmative Financial Network | 176.689 $ | +8.856 $ | +5,3 % | 167.833 $ | +23.269 $ | +16,1 % | ||||||
| ATLAS CAPITAL ADVISORS INC. | 172.746 $ | +95.622 $ | +124,0 % | 77.124 $ | -14.561 $ | -15,9 % | 91.685 $ | +38.513 $ | +72,4 % | |||
| Lido Advisors, LLC | 171.502 $ | +31.630 $ | +22,6 % | 139.872 $ | +10.992 $ | +8,5 % | 128.880 $ | +27.042 $ | +26,6 % | |||
| Merit Financial Group, LLC | 171.206 $ | +84.673 $ | +97,9 % | 86.533 $ | ||||||||
| AXQ CAPITAL, LP | 168.972 $ | |||||||||||
| Canopy Partners, LLC | 159.401 $ | +7.566 $ | +5,0 % | 151.835 $ | -14.228 $ | -8,6 % | 166.063 $ | +35.465 $ | +27,2 % | 130.598 $ | +38.254 $ | +41,4 % |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 164.907 $ | +25.371 $ | +18,2 % | 139.536 $ | +39.920 $ | +40,1 % | 99.616 $ | |||||
| SAGE RHINO CAPITAL LLC | 164.634 $ | +19.600 $ | +13,5 % | 145.034 $ | -9.795 $ | -6,3 % | 154.829 $ | +19.847 $ | +14,7 % | 134.982 $ | +12.640 $ | +10,3 % |
| Main Street Financial Solutions, LLC | 164.112 $ | |||||||||||
| NewEdge Advisors, LLC | 161.266 $ | +160.029 $ | +12.936,9 % | 1.237 $ | -78 $ | -5,9 % | 1.315 $ | -1.986 $ | -60,2 % | 3.301 $ | +2.288 $ | +225,9 % |
| SYM FINANCIAL Corp | 159.735 $ | +33.211 $ | +26,2 % | 126.524 $ | -1.323 $ | -1,0 % | 127.847 $ | +24.249 $ | +23,4 % | 103.598 $ | +11.221 $ | +12,1 % |
| GC Wealth Management RIA, LLC | 159.380 $ | |||||||||||
| Trust Point Inc. | 153.606 $ | +24.565 $ | +19,0 % | 129.041 $ | +28.343 $ | +28,1 % | 100.698 $ | |||||
| Focus Advisor Solutions, LLC | 150.857 $ | +3.338 $ | +2,3 % | 147.519 $ | +3.874 $ | +2,7 % | 143.645 $ | +1.818 $ | +1,3 % | 141.827 $ | +43.938 $ | +44,9 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 148.660 $ | +48.540 $ | +48,5 % | 100.120 $ | ||||||||
| New Republic Capital, LLC | 97.726 $ | +11.753 $ | +13,7 % | 85.973 $ | -61.381 $ | -41,7 % | 147.354 $ | |||||
| CWM, LLC | 145.025 $ | +34.025 $ | +30,7 % | 111.000 $ | +17.000 $ | +18,1 % | 94.000 $ | +10.000 $ | +11,9 % | |||
| FLPUTNAM INVESTMENT MANAGEMENT CO | 144.679 $ | +2.122 $ | +1,5 % | 142.557 $ | +16.296 $ | +12,9 % | 126.261 $ | +28.087 $ | +28,6 % | 98.174 $ | +23.254 $ | +31,0 % |
| Greenspring Advisors, LLC | 144.098 $ | +20.059 $ | +16,2 % | 124.039 $ | -460 $ | -0,4 % | 124.499 $ | |||||
| Successful Portfolios LLC | 143.100 $ | +28.800 $ | +25,2 % | 114.300 $ | -22.050 $ | -16,2 % | 136.350 $ | +27.300 $ | +25,0 % | 109.050 $ | +10.350 $ | +10,5 % |
| Sumitomo Mitsui Trust Group, Inc. | 138.390 $ | |||||||||||
| ALGEBRIS (UK) LTD | 137.955 $ | |||||||||||
| U.S. Capital Wealth Advisors, LLC | 120.196 $ | -17.140 $ | -12,5 % | 137.336 $ | +32.932 $ | +31,5 % | 104.404 $ | +25.984 $ | +33,1 % | |||
| MAI Capital Management | 131.810 $ | +119.122 $ | +938,9 % | 12.688 $ | +9.273 $ | +271,5 % | 3.415 $ | -1.478 $ | -30,2 % | 4.893 $ | -34.587 $ | -87,6 % |
| Crestwood Advisors Group, LLC | 131.718 $ | +38.032 $ | +40,6 % | 93.686 $ | ||||||||
| Frec Markets, Inc. | 131.437 $ | +8.227 $ | +6,7 % | 123.210 $ | +34.692 $ | +39,2 % | 88.518 $ | |||||
| BRIGHTON JONES LLC | 130.723 $ | +20.637 $ | +18,7 % | 110.086 $ | ||||||||
| Paladin Wealth, LLC | 130.585 $ | +30.942 $ | +31,1 % | 99.643 $ | ||||||||
| ANCHYRA PARTNERS LLC | 129.865 $ | +34.940 $ | +36,8 % | 94.925 $ | +3.717 $ | +4,1 % | 91.208 $ | |||||
| EARNED WEALTH ADVISORS, LLC | 129.822 $ | +23.739 $ | +22,4 % | 106.083 $ | +8.825 $ | +9,1 % | 97.258 $ | +23.983 $ | +32,7 % | |||
| Mayflower Financial Advisors, LLC | 129.259 $ | +20.109 $ | +18,4 % | 109.150 $ | +4.502 $ | +4,3 % | 104.648 $ | |||||
| Beacon Pointe Advisors, LLC | 128.172 $ | |||||||||||
| ROYAL BANK OF CANADA | 125.000 $ | +11.000 $ | +9,6 % | 114.000 $ | +103.000 $ | +936,4 % | 11.000 $ | -1.000 $ | -8,3 % | 12.000 $ | -36.000 $ | -75,0 % |
| Wealthspire Advisors, LLC | 123.753 $ | +117.050 $ | +1.746,2 % | 6.703 $ | ||||||||
| TWO SIGMA SECURITIES, LLC | 123.575 $ | |||||||||||
| Blue Trust, Inc. | 119.320 $ | +9.570 $ | +8,7 % | 109.750 $ | -7.769 $ | -6,6 % | 117.519 $ | -5.984 $ | -4,8 % | 123.503 $ | +7.485 $ | +6,5 % |
| NewSquare Capital LLC | 121.849 $ | +13.811 $ | +12,8 % | 108.038 $ | +79.073 $ | +273,0 % | ||||||
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 118.626 $ | |||||||||||
| Five Oceans Advisors | 118.591 $ | +12.021 $ | +11,3 % | 106.570 $ | -6.754 $ | -6,0 % | 113.324 $ | +15.128 $ | +15,4 % | 98.196 $ | +9.320 $ | +10,5 % |
| SEEDS INVESTOR LLC | 104.038 $ | +3.816 $ | +3,8 % | 100.222 $ | -17.456 $ | -14,8 % | 117.678 $ | +12.584 $ | +12,0 % | 105.094 $ | +3.846 $ | +3,8 % |
| Cornerstone Wealth Group, LLC | 117.153 $ | +31.671 $ | +37,0 % | 85.482 $ | ||||||||
| Engineers Gate Manager LP | 116.309 $ | |||||||||||
| Virtu Financial LLC | 116.000 $ | |||||||||||
| Ascent Group, LLC | 115.746 $ | |||||||||||
| Syverson Strege & Co | 108.319 $ | +7.761 $ | +7,7 % | 100.558 $ | -14.981 $ | -13,0 % | 115.539 $ | +13.810 $ | +13,6 % | 101.729 $ | -10.328 $ | -9,2 % |
| Vanguard Capital Wealth Advisors | 113.438 $ | |||||||||||
| Sepio Capital, LP | 112.841 $ | +19.636 $ | +21,1 % | 93.205 $ | ||||||||
| NewEdge Wealth, LLC | 112.669 $ | |||||||||||
| Cromwell Holdings LLC | 109.460 $ | +11.095 $ | +11,3 % | 98.365 $ | -6.233 $ | -6,0 % | 104.598 $ | +13.962 $ | +15,4 % | 90.636 $ | +8.603 $ | +10,5 % |
| PITCAIRN CO | 109.246 $ | -44.608 $ | -29,0 % | |||||||||
| ANGELES WEALTH MANAGEMENT, LLC | 107.344 $ | |||||||||||
| SmartHarvest Portfolios, LLC | 106.540 $ | +24.989 $ | +30,6 % | 81.551 $ | ||||||||
| Concurrent Investment Advisors, LLC | 105.595 $ | +17.907 $ | +20,4 % | 87.688 $ | ||||||||
| Basecamp Wealth Advisors LLC | 105.141 $ | +10.658 $ | +11,3 % | 94.483 $ | -5.987 $ | -6,0 % | 100.470 $ | |||||
| Tower Research Capital LLC (TRC) | 104.745 $ | +81.533 $ | +351,3 % | 23.212 $ | +22.012 $ | +1.834,3 % | 1.200 $ | -5.689 $ | -82,6 % | |||
| Walkner Condon Financial Advisors LLC | 103.841 $ | |||||||||||
| Clearstead Advisors, LLC | 103.068 $ | |||||||||||
| GeoWealth Management, LLC | 97.292 $ | +1.736 $ | +1,8 % | 95.556 $ | -6.835 $ | -6,7 % | 102.391 $ | +14.437 $ | +16,4 % | 87.954 $ | +15.212 $ | +20,9 % |
| Brio Consultants, LLC | 102.340 $ | +7.415 $ | +7,8 % | 94.925 $ | -4.194 $ | -4,2 % | 99.119 $ | |||||
| Diversified Trust Co | 101.795 $ | +11.747 $ | +13,0 % | 90.048 $ | -3.995 $ | -4,2 % | 94.043 $ | +3.939 $ | +4,4 % | 90.104 $ | -522 $ | -0,6 % |
| Sage Mountain Advisors LLC | 101.707 $ | |||||||||||
| SYNOVUS FINANCIAL CORP | 100.246 $ | +9.514 $ | +10,5 % | |||||||||
| Checchi Capital Advisers, LLC | 98.933 $ | +7.086 $ | +7,7 % | 91.847 $ | -8.061 $ | -8,1 % | 99.908 $ | +18.353 $ | +22,5 % | 81.555 $ | +10.761 $ | +15,2 % |
| Wealthstream Advisors, Inc. | 99.366 $ | +17.070 $ | +20,7 % | |||||||||
| Clarius Group, LLC | 98.490 $ | +13.147 $ | +15,4 % | 85.343 $ | +8.100 $ | +10,5 % | ||||||
| MQS Management LLC | 96.826 $ | |||||||||||
| R Squared Ltd | 92.458 $ | +7.566 $ | +8,9 % | 84.892 $ | ||||||||
| AlTi Global, Inc. | 91.879 $ | +22.431 $ | +32,3 % | |||||||||
| EVOKE WEALTH, LLC | 89.744 $ | +748 $ | +0,8 % | 88.996 $ | +13.704 $ | +18,2 % | 75.292 $ | |||||
| Foster Group, Inc. | 88.423 $ | |||||||||||
| FOX RUN MANAGEMENT, L.L.C. | 86.517 $ | |||||||||||
| CERTUITY, LLC | 85.173 $ | |||||||||||
| ROTHSCHILD INVESTMENT LLC | 80.469 $ | +40.980 $ | +103,8 % | 39.489 $ | -926 $ | -2,3 % | 40.415 $ | +5.395 $ | +15,4 % | 35.020 $ | +5.088 $ | +17,0 % |
| Scientech Research LLC | 80.162 $ | |||||||||||
| FLOW TRADERS U.S. LLC | 78.000 $ | +3.000 $ | +4,0 % | |||||||||
| Farther Finance Advisors, LLC | 74.853 $ | -860 $ | -1,1 % | 75.713 $ | +33.752 $ | +80,4 % | 41.961 $ | +23.891 $ | +132,2 % | 18.070 $ | +13.019 $ | +257,8 % |
| Allworth Financial LP | 69.043 $ | +35.411 $ | +105,3 % | 33.632 $ | +8.111 $ | +31,8 % | 25.521 $ | +13.923 $ | +120,0 % | 11.598 $ | +4.379 $ | +60,7 % |
| BROWN BROTHERS HARRIMAN & CO | 64.805 $ | +13.181 $ | +25,5 % | 51.624 $ | +37.378 $ | +262,4 % | 14.246 $ | +10.160 $ | +248,7 % | 4.086 $ | +1.375 $ | +50,7 % |
| Global Retirement Partners, LLC | 31.391 $ | -32.268 $ | -50,7 % | 63.659 $ | +15.764 $ | +32,9 % | 47.895 $ | +33.274 $ | +227,6 % | |||
| Parkside Financial Bank & Trust | 10.387 $ | +3.609 $ | +53,2 % | 6.778 $ | -430 $ | -6,0 % | 7.208 $ | -46.896 $ | -86,7 % | 54.104 $ | +45.471 $ | +526,7 % |
| Larson Financial Group LLC | 50.450 $ | +10.345 $ | +25,8 % | 40.105 $ | +28.837 $ | +255,9 % | 11.268 $ | +2.857 $ | +34,0 % | 8.411 $ | +2.167 $ | +34,7 % |
| V-Square Quantitative Management LLC | 48.271 $ | +23.613 $ | +95,8 % | 24.658 $ | ||||||||
| Owl Creek Wealth Partners LLC | 46.157 $ | +5.689 $ | +14,1 % | 40.468 $ | ||||||||
| BESSEMER GROUP INC | 45.000 $ | +4.000 $ | +9,8 % | 41.000 $ | +7.000 $ | +20,6 % | 34.000 $ | +12.000 $ | +54,5 % | 22.000 $ | +12.000 $ | +120,0 % |
| Bruce G. Allen Investments, LLC | 42.759 $ | +4.335 $ | +11,3 % | 38.424 $ | -5.263 $ | -12,0 % | 43.687 $ | +5.069 $ | +13,1 % | 38.618 $ | +3.073 $ | +8,6 % |
| SIMPLEX TRADING, LLC | 4.908 $ | -646 $ | -11,6 % | 5.554 $ | -33.996 $ | -86,0 % | 39.550 $ | +29.550 $ | +295,5 % | 10.000 $ | ||
| True Wealth Design, LLC | 35.779 $ | +9.970 $ | +38,6 % | 25.809 $ | +4.263 $ | +19,8 % | 21.546 $ | +7.325 $ | +51,5 % | 14.221 $ | ||
| FINANCIAL CONSULATE, INC | 31.538 $ | +15.797 $ | +100,4 % | 15.741 $ | +4.322 $ | +37,8 % | 11.419 $ | +3.458 $ | +43,4 % | 7.961 $ | ||
| EASTERN BANK | 31.007 $ | |||||||||||
| PRINCIPAL SECURITIES, INC. | 25.612 $ | +8.840 $ | +52,7 % | |||||||||
| Privatperson | 24.382 $ | +2.471 $ | +11,3 % | 21.911 $ | -1.388 $ | -6,0 % | 23.299 $ | +3.110 $ | +15,4 % | 20.189 $ | +1.916 $ | +10,5 % |
| Addison Advisors LLC | 20.467 $ | -1.297 $ | -6,0 % | 21.764 $ | +10.001 $ | +85,0 % | 11.763 $ | +1.116 $ | +10,5 % | |||
| Cape Investment Advisory, Inc. | 21.336 $ | +9.044 $ | +73,6 % | 12.292 $ | +3.982 $ | +47,9 % | 8.310 $ | +2.618 $ | +46,0 % | |||
| Advisory Services Network, LLC | 21.103 $ | +12.022 $ | +132,4 % | 9.081 $ | ||||||||
| Salomon & Ludwin, LLC | 20.412 $ | +2.092 $ | +11,4 % | 18.320 $ | -1.410 $ | -7,1 % | 19.730 $ | +6.328 $ | +47,2 % | 13.402 $ | ||
| JFS WEALTH ADVISORS, LLC | 20.221 $ | +2.050 $ | +11,3 % | 18.171 $ | -1.152 $ | -6,0 % | 19.323 $ | +2.580 $ | +15,4 % | 16.743 $ | +1.589 $ | +10,5 % |
| TWIN PEAKS WEALTH ADVISORS, LLC | 19.883 $ | +13.831 $ | +228,5 % | |||||||||
| Sound Income Strategies, LLC | 8.468 $ | -11.171 $ | -56,9 % | 19.639 $ | ||||||||
| SageView Advisory Group, LLC | 18.358 $ | |||||||||||
| Manchester Capital Management LLC | 4.654 $ | -11.742 $ | -71,6 % | 16.396 $ | -1.039 $ | -6,0 % | 17.435 $ | +16.388 $ | +1.565,2 % | 1.047 $ | +99 $ | +10,4 % |
| FIFTH THIRD BANCORP | 17.042 $ | +2.430 $ | +16,6 % | 14.612 $ | +7.732 $ | +112,4 % | 6.880 $ | +2.024 $ | +41,7 % | 4.856 $ | +461 $ | +10,5 % |
| Clean Yield Group | 13.688 $ | +1.387 $ | +11,3 % | 12.301 $ | -4.638 $ | -27,4 % | 16.939 $ | +2.261 $ | +15,4 % | 14.678 $ | +1.393 $ | +10,5 % |
| ELEVATION WEALTH PARTNERS, LLC | 15.269 $ | |||||||||||
| Ancora Advisors LLC | 14.478 $ | +13.253 $ | +1.081,9 % | 1.225 $ | ||||||||
| BARCLAYS PLC | 14.241 $ | |||||||||||
| Cornerstone Planning Group LLC | 13.856 $ | +1.981 $ | +16,7 % | 11.875 $ | +909 $ | +8,3 % | 10.966 $ | +5.393 $ | +96,8 % | 5.573 $ | -183 $ | -3,2 % |
| Silver Grove Financial Group, Inc. | 13.697 $ | |||||||||||
| Kilter Group LLC | 13.179 $ | +5.454 $ | +70,6 % | 7.725 $ | +5.669 $ | +275,7 % | 2.056 $ | |||||
| UMB Bank, n.a. | 12.749 $ | +1.293 $ | +11,3 % | 11.456 $ | -726 $ | -6,0 % | 12.182 $ | +1.626 $ | +15,4 % | 10.556 $ | +1.002 $ | +10,5 % |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 9.377 $ | +950 $ | +11,3 % | 8.427 $ | -3.051 $ | -26,6 % | 11.478 $ | +1.554 $ | +15,7 % | 9.924 $ | +501 $ | +5,3 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9.983 $ | -1.492 $ | -13,0 % | 11.475 $ | +3.950 $ | +52,5 % | 7.525 $ | +1.607 $ | +27,2 % | 5.918 $ | +562 $ | +10,5 % |
| Elequin Capital, LP | 10.369 $ | +3.544 $ | +51,9 % | 6.825 $ | ||||||||
| Cornerstone Financial Management LLC | 9.737 $ | +5.240 $ | +116,5 % | 4.497 $ | -285 $ | -6,0 % | 4.782 $ | |||||
| MASECO LLP | 8.507 $ | -523 $ | -5,8 % | 9.030 $ | +1.186 $ | +15,1 % | 7.844 $ | +766 $ | +10,8 % | |||
| Elyxium Wealth, LLC | 8.947 $ | |||||||||||
| HARBOUR INVESTMENTS, INC. | 8.070 $ | -49 $ | -0,6 % | 8.119 $ | +1.407 $ | +21,0 % | 6.712 $ | +896 $ | +15,4 % | 5.816 $ | +552 $ | +10,5 % |
| TD PRIVATE CLIENT WEALTH LLC | 8.078 $ | +5.585 $ | +224,0 % | 2.493 $ | ||||||||
| NISA INVESTMENT ADVISORS, LLC | 7.893 $ | +2.583 $ | +48,6 % | 5.310 $ | +595 $ | +12,6 % | 4.715 $ | |||||
| SJS Investment Consulting Inc. | 7.762 $ | +4.290 $ | +123,6 % | 3.472 $ | +1.710 $ | +97,0 % | 1.762 $ | |||||
| Ares Financial Consulting, LLC | 6.725 $ | +482 $ | +7,7 % | 6.243 $ | ||||||||
| Bell Investment Advisors, Inc | 3.706 $ | +376 $ | +11,3 % | 3.330 $ | -3.349 $ | -50,1 % | 6.679 $ | +5.668 $ | +560,6 % | 1.011 $ | +96 $ | +10,5 % |
| GW&K Investment Management, LLC | 6.000 $ | +1.000 $ | +20,0 % | 5.000 $ | +0 $ | +0,0 % | 5.000 $ | +1.000 $ | +25,0 % | 4.000 $ | +0 $ | +0,0 % |
| WealthCollab, LLC | 5.945 $ | +603 $ | +11,3 % | 5.342 $ | -339 $ | -6,0 % | 5.681 $ | +759 $ | +15,4 % | 4.922 $ | +467 $ | +10,5 % |
| SHP Wealth Management | 5.365 $ | +591 $ | +12,4 % | 4.774 $ | +2.777 $ | +139,1 % | 1.997 $ | |||||
| Essential Partners LLC | 4.601 $ | +727 $ | +18,8 % | 3.874 $ | +526 $ | +15,7 % | 3.348 $ | +2.228 $ | +198,9 % | 1.120 $ | ||
| Downshift Financial, LLC | 4.557 $ | |||||||||||
| Horizon Investments, LLC | 2.239 $ | -2.195 $ | -49,5 % | 4.434 $ | ||||||||
| PRIVATE TRUST CO NA | 4.371 $ | +583 $ | +15,4 % | 3.788 $ | +3.472 $ | +1.098,7 % | ||||||
| FIDUCIARY FINANCIAL ADVISORS | 3.951 $ | |||||||||||
| Innovative Asset Advisors Group, LLC | 3.937 $ | |||||||||||
| Root Financial Partners, LLC | 3.779 $ | +138 $ | +3,8 % | 3.641 $ | +2.725 $ | +297,5 % | 916 $ | |||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 3.442 $ | +349 $ | +11,3 % | 3.093 $ | -196 $ | -6,0 % | 3.289 $ | +868 $ | +35,9 % | 2.421 $ | ||
| Transamerica Financial Advisors, LLC | 3.397 $ | +2.104 $ | +162,7 % | 1.293 $ | +160 $ | +14,1 % | 1.133 $ | +433 $ | +61,9 % | 700 $ | ||
| JPL Wealth Management, LLC | 3.372 $ | +342 $ | +11,3 % | 3.030 $ | ||||||||
| Allied Private Wealth LLC | 3.288 $ | |||||||||||
| North Star Investment Management Corp. | 3.187 $ | +323 $ | +11,3 % | 2.864 $ | -182 $ | -6,0 % | 3.046 $ | |||||
| HUNTINGTON NATIONAL BANK | 3.187 $ | |||||||||||
| DEUTSCHE BANK AG\ | 3.170 $ | |||||||||||
| Physician Wealth Advisors, Inc. | 3.047 $ | +309 $ | +11,3 % | 2.738 $ | +841 $ | +44,3 % | 1.897 $ | -248 $ | -11,6 % | 2.145 $ | ||
| Ameritas Advisory Services, LLC | 2.889 $ | |||||||||||
| American Capital Advisory, LLC | 2.819 $ | +49 $ | +1,8 % | 2.770 $ | +2.191 $ | +378,4 % | 579 $ | +33 $ | +6,0 % | 546 $ | ||
| HIGHLINE WEALTH PARTNERS LLC | 2.801 $ | +284 $ | +11,3 % | 2.517 $ | -159 $ | -5,9 % | 2.676 $ | +357 $ | +15,4 % | 2.319 $ | +220 $ | +10,5 % |
| BOK Financial Private Wealth, Inc. | 2.740 $ | |||||||||||
| Pinnacle Bancorp, Inc. | 2.564 $ | -163 $ | -6,0 % | 2.727 $ | +364 $ | +15,4 % | 2.363 $ | +224 $ | +10,5 % | |||
| Bare Financial Services, Inc | 2.608 $ | +754 $ | +40,7 % | 1.854 $ | +847 $ | +84,1 % | 1.007 $ | +135 $ | +15,5 % | 872 $ | ||
| VIRTUS ADVISERS, LLC | 2.494 $ | +1.894 $ | +315,7 % | 600 $ | -38 $ | -6,0 % | 638 $ | |||||
| KELLEHER FINANCIAL ADVISORS | 2.468 $ | |||||||||||
| Arlington Trust Co LLC | 2.371 $ | +241 $ | +11,3 % | 2.130 $ | ||||||||
| Independence Bank of Kentucky | 2.366 $ | |||||||||||
| RAFFA WEALTH MANAGEMENT, LLC | 2.195 $ | +222 $ | +11,3 % | 1.973 $ | -125 $ | -6,0 % | 2.098 $ | +280 $ | +15,4 % | 1.818 $ | +173 $ | +10,5 % |
| MV CAPITAL MANAGEMENT, INC. | 1.853 $ | +125 $ | +7,2 % | 1.728 $ | +1.308 $ | +311,4 % | 420 $ | |||||
| JNBA Financial Advisors | 1.555 $ | +158 $ | +11,3 % | 1.397 $ | -89 $ | -6,0 % | 1.486 $ | |||||
| Burk Holdings LLC | 1.361 $ | +138 $ | +11,3 % | 1.223 $ | ||||||||
| Plante Moran Financial Advisors, LLC | 1.282 $ | |||||||||||
| CVA Family Office, LLC | 1.185 $ | +120 $ | +11,3 % | 1.065 $ | ||||||||
| Glen Eagle Advisors, LLC | 1.045 $ | |||||||||||
| Nicht ausgewiesen | 948 $ | |||||||||||
| Breakwater Investment Management | 914 $ | |||||||||||
| Quent Capital, LLC | 869 $ | |||||||||||
| LRI Investments, LLC | 685 $ | |||||||||||
| GHP Investment Advisors, Inc. | 598 $ | +61 $ | +11,4 % | 537 $ | ||||||||
| Highland Investment Advisors LLC | 562 $ | |||||||||||
| Financial Network Wealth Advisors LLC | 518 $ | |||||||||||
| CENTRAL TRUST Co | 431 $ | +44 $ | +11,4 % | 387 $ | -113 $ | -22,6 % | 500 $ | +143 $ | +40,1 % | 357 $ | ||
| CoreCap Advisors, LLC | 448 $ | |||||||||||
| TD Capital Management LLC | 447 $ | +46 $ | +11,5 % | 401 $ | -26 $ | -6,1 % | 427 $ | |||||
| Stone House Investment Management, LLC | 430 $ | |||||||||||
| Elevated Capital Advisors, LLC | 378 $ | +39 $ | +11,5 % | 339 $ | -22 $ | -6,1 % | 361 $ | |||||
| MARSHALL INVESTMENT MANAGEMENT, LLC | 378 $ | |||||||||||
| Cassaday & Co Wealth Management LLC | 369 $ | +37 $ | +11,1 % | 332 $ | ||||||||
| Bogart Wealth, LLC | 325 $ | |||||||||||
| Abound Wealth Management | 290 $ | +29 $ | +11,1 % | 261 $ | -16 $ | -5,8 % | 277 $ | +37 $ | +15,4 % | 240 $ | +22 $ | +10,1 % |
| CIBC Private Wealth Group LLC | 277 $ | +271 $ | +4.516,7 % | |||||||||
| Godfrey Financial Associates, Inc. | 263 $ | +26 $ | +11,0 % | 237 $ | -15 $ | -6,0 % | 252 $ | |||||
| Monetary Solutions, Ltd | 255 $ | |||||||||||
| Orion Capital Management LLC | 240 $ | |||||||||||
| MATHER GROUP, LLC. | 217 $ | +22 $ | +11,3 % | 195 $ | ||||||||
| Caitong International Asset Management Co., Ltd | 181 $ | |||||||||||
| Mosley Wealth Management | 140 $ | |||||||||||
| Hemington Wealth Management | 0 $ | |||||||||||
| 772.385.597 $ | +101.176.647 $ | +409,8 % | 666.887.187 $ | +30.112.162 $ | +73,8 % | 639.887.078 $ | +123.973.663 $ | +87,8 % | 511.497.310 $ | +76.646.069 $ | +45,1 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
Der Glück Conviction Score und die daraus abgeleiteten Signale sind das Ergebnis eines
überwiegend 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: 10.09.2026.
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: 10.09.2026.
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 überwiegend regelbasierten Scoring-Modells aus öffentlich
verfügbaren Daten. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.