| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 698.204.574 $ | -272.312 $ | +30,5 % | 1.203.635.514 $ | +115.093.788 $ | +1.202,2 % | 1.076.328.266 $ | -462.915.018 $ | +41,8 % | 1.512.360.313 $ | +31.400.958 $ | +37,8 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 31.047.123 $ | -7.445.258 $ | -19,3 % | 38.492.381 $ | -2.592.344 $ | -6,3 % | 41.084.725 $ | -402.538.299 $ | -90,7 % | 443.623.024 $ | +33.554.939 $ | +8,2 % |
| BANK OF AMERICA CORP /DE/ | 312.827.392 $ | +24.648.303 $ | +8,6 % | 288.179.089 $ | -89.683.211 $ | -23,7 % | 377.862.300 $ | -4.925.845 $ | -1,3 % | |||
| LPL Financial LLC | 65.977.878 $ | +4.333.712 $ | +7,0 % | 61.644.166 $ | +7.488.159 $ | +13,8 % | 54.156.007 $ | +5.253.576 $ | +10,7 % | 48.902.431 $ | +276.131 $ | +0,6 % |
| MORGAN STANLEY | 52.240.097 $ | -4.814.957 $ | -8,4 % | 57.055.054 $ | +12.719.078 $ | +28,7 % | 44.335.976 $ | -1.862.859 $ | -4,0 % | 46.198.835 $ | +3.268.896 $ | +7,6 % |
| Janus Henderson Group Ltd. | 52.811.841 $ | -1.419.752 $ | -2,6 % | 54.231.593 $ | +1.740.088 $ | +3,3 % | ||||||
| ARS Wealth Advisors Group, LLC | 49.246.759 $ | +18.118.841 $ | +58,2 % | 31.127.918 $ | +16.204.946 $ | +108,6 % | 14.922.972 $ | |||||
| Jupiter Topco LLC | 48.964.381 $ | |||||||||||
| FULTON BANK, N.A. | 27.929.843 $ | -10.874.306 $ | -28,0 % | 38.804.149 $ | -1.557.252 $ | -3,9 % | 40.361.401 $ | -2.912.492 $ | -6,7 % | 43.273.893 $ | +623.940 $ | +1,5 % |
| OSAIC HOLDINGS, INC. | 40.780.025 $ | +1.380.431 $ | +3,5 % | 39.399.594 $ | +3.797.386 $ | +10,7 % | 35.602.208 $ | +668.644 $ | +1,9 % | 34.933.564 $ | +1.996.449 $ | +6,1 % |
| UBS Group AG | 35.543.912 $ | +3.067.977 $ | +9,4 % | 32.475.935 $ | +4.956.158 $ | +18,0 % | 27.519.777 $ | +3.857.873 $ | +16,3 % | 23.661.904 $ | -6.155.923 $ | -20,6 % |
| GHP Investment Advisors, Inc. | 29.796.677 $ | +1.103.860 $ | +3,8 % | 28.692.817 $ | +878.310 $ | +3,2 % | 27.814.507 $ | +1.477.949 $ | +5,6 % | 26.336.558 $ | +1.444.398 $ | +5,8 % |
| GOLDMAN SACHS GROUP INC | 27.980.013 $ | +6.322.792 $ | +29,2 % | 21.657.221 $ | +2.987.672 $ | +16,0 % | 18.669.549 $ | +7.071.326 $ | +61,0 % | |||
| Tradewinds Capital Management, LLC | 105.615 $ | -27.660.240 $ | -99,6 % | 27.765.855 $ | +27.739.005 $ | +103.311,0 % | ||||||
| RAYMOND JAMES FINANCIAL INC | 26.868.647 $ | +9.661.576 $ | +56,1 % | 17.207.071 $ | +3.765.652 $ | +28,0 % | 13.441.419 $ | -337.118 $ | -2,4 % | 13.778.537 $ | +3.286.321 $ | +31,3 % |
| AMERIPRISE FINANCIAL INC | 10.916.552 $ | -13.037.242 $ | -54,4 % | 23.953.794 $ | +7.125.553 $ | +42,3 % | 16.828.241 $ | +16.079.177 $ | +2.146,6 % | |||
| Hemenway Trust Co LLC | 21.022.243 $ | +1.066.398 $ | +5,3 % | 19.955.845 $ | +540.713 $ | +2,8 % | 19.415.132 $ | +540.558 $ | +2,9 % | 18.874.574 $ | +392.846 $ | +2,1 % |
| ENVESTNET ASSET MANAGEMENT INC | 16.085.329 $ | -4.605.844 $ | -22,3 % | 20.691.173 $ | +7.473.818 $ | +56,5 % | 13.217.355 $ | -1.330.195 $ | -9,1 % | |||
| ROYAL BANK OF CANADA | 19.336.000 $ | +3.998.000 $ | +26,1 % | 15.338.000 $ | -247.000 $ | -1,6 % | 15.585.000 $ | +106.000 $ | +0,7 % | |||
| WELLS FARGO & COMPANY/MN | 16.675.209 $ | +4.401.570 $ | +35,9 % | 12.273.639 $ | -63.617 $ | -0,5 % | 12.337.256 $ | +2.954.740 $ | +31,5 % | |||
| MinichMacGregor Wealth Management, LLC | 13.917.954 $ | +411.069 $ | +3,0 % | 13.506.885 $ | +967.479 $ | +7,7 % | 12.539.406 $ | +1.268.891 $ | +11,3 % | 11.270.515 $ | +664.784 $ | +6,3 % |
| MATAURO, LLC | 12.765.907 $ | +3.609.216 $ | +39,4 % | 9.156.691 $ | -1.281.144 $ | -12,3 % | 10.437.835 $ | +835.798 $ | +8,7 % | 9.602.037 $ | -933.960 $ | -8,9 % |
| STIFEL FINANCIAL CORP | 10.260.519 $ | -2.240.374 $ | -17,9 % | 12.500.893 $ | +2.278.558 $ | +22,3 % | 10.222.335 $ | -581.471 $ | -5,4 % | 10.803.806 $ | +2.878.782 $ | +36,3 % |
| Goldstone Financial Group, LLC | 12.202.710 $ | +3.502.987 $ | +40,3 % | 8.699.723 $ | +5.478.644 $ | +170,1 % | 3.221.079 $ | |||||
| ASSETMARK, INC | 5.289.859 $ | +116.068 $ | +2,2 % | 5.173.791 $ | -5.041.310 $ | -49,4 % | 10.215.101 $ | +504.008 $ | +5,2 % | 9.711.093 $ | +364.454 $ | +3,9 % |
| FLOW TRADERS U.S. LLC | 2.683.000 $ | -1.050.000 $ | -28,1 % | 3.733.000 $ | -6.385.000 $ | -63,1 % | 10.118.000 $ | +9.651.000 $ | +2.066,6 % | 467.000 $ | +105.000 $ | +29,0 % |
| PGIM Custom Harvest LLC | 9.861.964 $ | +999.892 $ | +11,3 % | 8.862.072 $ | +987.951 $ | +12,5 % | 7.874.121 $ | +92.959 $ | +1,2 % | |||
| BNP PARIBAS FINANCIAL MARKETS | 8.850.770 $ | +2.942.402 $ | +49,8 % | 5.908.368 $ | -3.768.132 $ | -38,9 % | 9.676.500 $ | +8.754.865 $ | +949,9 % | |||
| Cambridge Investment Research Advisors, Inc. | 5.609.000 $ | -3.730.000 $ | -39,9 % | 9.339.000 $ | +4.823.000 $ | +106,8 % | 4.516.000 $ | -1.751.000 $ | -27,9 % | 6.267.000 $ | +173.000 $ | +2,8 % |
| SIMON QUICK ADVISORS, LLC | 7.569.763 $ | -1.308.530 $ | -14,7 % | 8.878.293 $ | +126.768 $ | +1,4 % | 8.751.525 $ | -394.725 $ | -4,3 % | 9.146.250 $ | +374.699 $ | +4,3 % |
| Morningstar Investment Management LLC | 8.752.813 $ | +1.245.696 $ | +16,6 % | 7.507.117 $ | +0 $ | +0,0 % | 7.507.117 $ | |||||
| Rooted Wealth Advisors, Inc. | 8.631.899 $ | +0 $ | +0,0 % | 8.631.899 $ | +223.707 $ | +2,7 % | 8.408.192 $ | +10.198 $ | +0,1 % | 8.397.994 $ | +5.841 $ | +0,1 % |
| Sanctuary Advisors, LLC | 8.039.914 $ | -319.703 $ | -3,8 % | 8.359.617 $ | +2.263.995 $ | +37,1 % | 6.095.622 $ | +109.071 $ | +1,8 % | 5.986.551 $ | -3.276.320 $ | -35,4 % |
| AdvisorNet Financial, Inc | 8.026.643 $ | +250.642 $ | +3,2 % | 7.776.001 $ | +1.140.002 $ | +17,2 % | 6.635.999 $ | +77.024 $ | +1,2 % | 6.558.975 $ | +1.932.059 $ | +41,8 % |
| Horizon Investments, LLC | 7.908.224 $ | |||||||||||
| Privatperson | 7.715.174 $ | +349.786 $ | +4,7 % | 7.365.388 $ | +135.145 $ | +1,9 % | 7.230.243 $ | +155.019 $ | +2,2 % | 7.075.224 $ | +99.371 $ | +1,4 % |
| Blue Capital, Inc. | 7.668.052 $ | +2.883.023 $ | +60,3 % | 4.785.029 $ | +2.378.960 $ | +98,9 % | 2.406.069 $ | +611.902 $ | +34,1 % | 1.794.167 $ | -3.942 $ | -0,2 % |
| Sound Income Strategies, LLC | 7.653.307 $ | +40.884 $ | +0,5 % | 7.612.423 $ | +638.072 $ | +9,1 % | 6.974.351 $ | +20.938 $ | +0,3 % | 6.953.413 $ | +813.840 $ | +13,3 % |
| EP Wealth Advisors, LLC | 7.023.952 $ | -177.406 $ | -2,5 % | 7.201.358 $ | +75.695 $ | +1,1 % | 7.125.663 $ | +42.459 $ | +0,6 % | 7.083.204 $ | ||
| Sowell Financial Services LLC | 6.016.327 $ | +1.276.681 $ | +26,9 % | 4.739.646 $ | ||||||||
| Capital Asset Advisory Services LLC | 4.647.087 $ | -328.398 $ | -6,6 % | 4.975.485 $ | -138.356 $ | -2,7 % | 5.113.841 $ | -846.438 $ | -14,2 % | 5.960.279 $ | -218.892 $ | -3,5 % |
| MML INVESTORS SERVICES, LLC | 4.175.287 $ | -1.781.012 $ | -29,9 % | 5.956.299 $ | +838.906 $ | +16,4 % | 5.117.393 $ | -15.716 $ | -0,3 % | 5.133.109 $ | +572.661 $ | +12,6 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 4.257.255 $ | -221.793 $ | -5,0 % | 4.479.048 $ | -637.425 $ | -12,5 % | 5.116.473 $ | -825.787 $ | -13,9 % | 5.942.260 $ | +486.122 $ | +8,9 % |
| HighMark Wealth Management LLC | 5.924.622 $ | +1.322.480 $ | +28,7 % | 4.602.142 $ | +228.736 $ | +5,2 % | 4.373.406 $ | +226.023 $ | +5,4 % | |||
| AXXCESS WEALTH MANAGEMENT, LLC | 4.975.485 $ | -912.810 $ | -15,5 % | 5.888.295 $ | -290.876 $ | -4,7 % | ||||||
| JANE STREET GROUP, LLC | 786.155 $ | -4.824.095 $ | -86,0 % | 5.610.250 $ | +5.064.776 $ | +928,5 % | 545.474 $ | -839.885 $ | -60,6 % | |||
| Family Capital Trust Co | 1.300.811 $ | -226.781 $ | -14,8 % | 1.527.592 $ | -3.174.218 $ | -67,5 % | 4.701.810 $ | -694.740 $ | -12,9 % | 5.396.550 $ | +262.640 $ | +5,1 % |
| Purpose Unlimited Inc. | 5.144.219 $ | +259.480 $ | +5,3 % | 4.884.739 $ | +49.806 $ | +1,0 % | 4.834.933 $ | +204.169 $ | +4,4 % | 4.630.764 $ | ||
| MMA ASSET MANAGEMENT LLC | 5.022.191 $ | +130.221 $ | +2,7 % | 4.891.970 $ | -12.805 $ | -0,3 % | 4.904.775 $ | +220.680 $ | +4,7 % | 4.684.095 $ | +368.061 $ | +8,5 % |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 4.959.249 $ | +2.826.923 $ | +132,6 % | 2.132.326 $ | +1.841.204 $ | +632,5 % | 291.122 $ | |||||
| Diversify Advisory Services, LLC | 4.959.249 $ | +2.826.923 $ | +132,6 % | 2.132.326 $ | +1.841.191 $ | +632,4 % | 291.135 $ | -6.773 $ | -2,3 % | |||
| Live Oak Investment Partners | 4.781.058 $ | -7.326 $ | -0,2 % | 4.788.384 $ | +234.409 $ | +5,1 % | 4.553.975 $ | +1.121.469 $ | +32,7 % | 3.432.506 $ | ||
| Inspire Advisors, LLC | 2.856.241 $ | -1.469.324 $ | -34,0 % | 4.325.565 $ | -162.868 $ | -3,6 % | 4.488.433 $ | -741.475 $ | -14,2 % | |||
| CITADEL ADVISORS LLC | 4.463.264 $ | +691.346 $ | +18,3 % | 3.771.918 $ | +2.742.900 $ | +266,6 % | 1.029.018 $ | -3.135.529 $ | -75,3 % | |||
| Vise Technologies, Inc. | 3.140.298 $ | -1.292.423 $ | -29,2 % | 4.432.721 $ | +713.420 $ | +19,2 % | 3.719.301 $ | +0 $ | +0,0 % | 3.719.301 $ | +2.277.992 $ | +158,1 % |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4.197.702 $ | +539.971 $ | +14,8 % | 3.657.731 $ | +713.014 $ | +24,2 % | 2.944.717 $ | +646.036 $ | +28,1 % | 2.298.681 $ | +832.173 $ | +56,7 % |
| Cetera Investment Advisers | 4.172.467 $ | -14.866 $ | -0,4 % | 4.187.333 $ | +411.808 $ | +10,9 % | 3.775.525 $ | +133.691 $ | +3,7 % | 3.641.834 $ | +173.178 $ | +5,0 % |
| Kovack Advisors, Inc. | 3.548.608 $ | -598.121 $ | -14,4 % | 4.146.729 $ | +72.889 $ | +1,8 % | 4.073.840 $ | +180.703 $ | +4,6 % | 3.893.137 $ | -4.176.365 $ | -51,8 % |
| Janney Montgomery Scott LLC | 3.512.000 $ | -491.000 $ | -12,3 % | 4.003.000 $ | +724.000 $ | +22,1 % | 3.279.000 $ | -50.000 $ | -1,5 % | 3.329.000 $ | +702.000 $ | +26,7 % |
| Privatperson | 2.942.470 $ | -391.768 $ | -11,7 % | 3.334.238 $ | +9.008 $ | +0,3 % | 3.325.230 $ | -614.884 $ | -15,6 % | 3.940.114 $ | +55.337 $ | +1,4 % |
| CABOT WEALTH MANAGEMENT INC | 1.124.901 $ | -42.845 $ | -3,7 % | 1.167.746 $ | -668.625 $ | -36,4 % | 1.836.371 $ | -2.064.173 $ | -52,9 % | 3.900.544 $ | +404.746 $ | +11,6 % |
| Biondo Investment Advisors, LLC | 3.277.591 $ | -519.167 $ | -13,7 % | 3.796.758 $ | +904.129 $ | +31,3 % | 2.892.629 $ | +221.149 $ | +8,3 % | 2.671.480 $ | +201.414 $ | +8,2 % |
| INNEALTA CAPITAL, LLC | 3.635.262 $ | +56.785 $ | +1,6 % | 3.578.477 $ | +53.743 $ | +1,5 % | 3.524.734 $ | +442.853 $ | +14,4 % | 3.081.881 $ | -1.621.680 $ | -34,5 % |
| Focus Financial Network, Inc. | 3.516.889 $ | -348 $ | -0,0 % | 3.517.237 $ | +474.923 $ | +15,6 % | 3.042.314 $ | +132.196 $ | +4,5 % | 2.910.118 $ | +97.405 $ | +3,5 % |
| Prospera Financial Services Inc | 2.694.237 $ | -649.309 $ | -19,4 % | 3.343.546 $ | +560.505 $ | +20,1 % | 2.783.041 $ | -203.860 $ | -6,8 % | 2.986.901 $ | +115.039 $ | +4,0 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 3.182.110 $ | +2.186.825 $ | +219,7 % | 995.285 $ | +676.874 $ | +212,6 % | 318.411 $ | +1.653 $ | +0,5 % | 316.758 $ | +30.081 $ | +10,5 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.176.288 $ | +2.206.232 $ | +227,4 % | 970.056 $ | -459.132 $ | -32,1 % | ||||||
| Quantinno Capital Management LP | 3.141.709 $ | -300 $ | -0,0 % | 3.142.009 $ | +215.678 $ | +7,4 % | 2.926.331 $ | +383.594 $ | +15,1 % | 2.542.737 $ | +618.442 $ | +32,1 % |
| Baird Financial Group, Inc. | 403.100 $ | -70.255 $ | -14,8 % | 473.355 $ | +107.233 $ | +29,3 % | 366.122 $ | -2.659.042 $ | -87,9 % | 3.025.164 $ | +104.964 $ | +3,6 % |
| FOUNDERS FINANCIAL SECURITIES LLC | 3.009.466 $ | +471.100 $ | +18,6 % | 2.538.366 $ | +90.580 $ | +3,7 % | 2.447.786 $ | +197.966 $ | +8,8 % | 2.249.820 $ | +364.610 $ | +19,3 % |
| Arax Advisory Partners | 2.908.852 $ | +198.998 $ | +7,3 % | 2.709.854 $ | ||||||||
| Mason & Associates Inc | 2.706.216 $ | +57.774 $ | +2,2 % | 2.648.442 $ | -158.144 $ | -5,6 % | 2.806.586 $ | |||||
| Rockefeller Capital Management L.P. | 2.673.766 $ | -39.834 $ | -1,5 % | 2.713.600 $ | +185.973 $ | +7,4 % | 2.527.627 $ | +265.731 $ | +11,7 % | 2.261.896 $ | +115.059 $ | +5,4 % |
| HRT FINANCIAL LP | 2.646.000 $ | +2.004.000 $ | +312,1 % | 642.000 $ | +405.000 $ | +170,9 % | 237.000 $ | |||||
| KMG FIDUCIARY PARTNERS, LLC | 882.372 $ | -1.759.248 $ | -66,6 % | 2.641.620 $ | +136.606 $ | +5,5 % | ||||||
| Privatperson | 2.557.490 $ | +165.982 $ | +6,9 % | 2.391.508 $ | +46.100 $ | +2,0 % | 2.345.408 $ | +162.693 $ | +7,5 % | 2.182.715 $ | +169.241 $ | +8,4 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.133.279 $ | -788 $ | -0,0 % | 2.134.067 $ | -389.615 $ | -15,4 % | 2.523.682 $ | +12.547 $ | +0,5 % | 2.511.135 $ | +205.060 $ | +8,9 % |
| AXS Investments LLC | 2.477.961 $ | +757.453 $ | +44,0 % | 1.720.508 $ | -709.703 $ | -29,2 % | 2.430.211 $ | +853.096 $ | +54,1 % | 1.577.115 $ | -1.202 $ | -0,1 % |
| MERIDIAN INVESTMENT COUNSEL INC. | 2.458.414 $ | +38.402 $ | +1,6 % | 2.420.012 $ | +12.013 $ | +0,5 % | 2.407.999 $ | +120.593 $ | +5,3 % | 2.287.406 $ | +125.059 $ | +5,8 % |
| Clark Capital Management Group, Inc. | 2.440.862 $ | +99.923 $ | +4,3 % | 2.340.939 $ | +153.269 $ | +7,0 % | 2.187.670 $ | +39.943 $ | +1,9 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 2.035.560 $ | -315.230 $ | -13,4 % | 2.350.790 $ | +865.240 $ | +58,2 % | 1.485.550 $ | -679.580 $ | -31,4 % | 2.165.130 $ | +180.130 $ | +9,1 % |
| IBEX WEALTH ADVISORS | 1.462.474 $ | +15.394 $ | +1,1 % | 1.447.080 $ | +647.912 $ | +81,1 % | 799.168 $ | -1.514.389 $ | -65,5 % | 2.313.557 $ | +176.409 $ | +8,3 % |
| Wealth Enhancement Trust Services, Inc. | 127.717 $ | -7.746 $ | -5,7 % | 135.463 $ | -288.462 $ | -68,0 % | 423.925 $ | -1.800.509 $ | -80,9 % | 2.224.434 $ | ||
| Mission Hills Financial Advisory, LLC | 2.222.045 $ | |||||||||||
| Corient Private Wealth LP | 1.204.991 $ | +60.689 $ | +5,3 % | 1.144.302 $ | -1.016.694 $ | -47,0 % | 2.160.996 $ | +940.543 $ | +77,1 % | |||
| Willow Financial LLC | 2.080.283 $ | |||||||||||
| 1900 WEALTH MANAGEMENT LLC | 1.705.561 $ | -341.855 $ | -16,7 % | 2.047.416 $ | +498.382 $ | +32,2 % | 1.549.034 $ | +26.865 $ | +1,8 % | 1.522.169 $ | +72.384 $ | +5,0 % |
| PRINCIPAL SECURITIES, INC. | 1.247.609 $ | +86.758 $ | +7,5 % | 1.160.851 $ | -884.587 $ | -43,2 % | 2.045.438 $ | +325.178 $ | +18,9 % | 1.720.260 $ | +102.051 $ | +6,3 % |
| GTS SECURITIES LLC | 831.362 $ | +523.319 $ | +169,9 % | 308.043 $ | -1.709.614 $ | -84,7 % | 2.017.657 $ | |||||
| Summit Wealth Group, LLC/OK | 1.545.322 $ | -467.754 $ | -23,2 % | 2.013.076 $ | +64.250 $ | +3,3 % | 1.948.826 $ | +587.729 $ | +43,2 % | 1.361.097 $ | ||
| NEW WAVE WEALTH ADVISORS LLC | 1.024.500 $ | -960.602 $ | -48,4 % | 1.985.102 $ | +1.039.796 $ | +110,0 % | 945.306 $ | -628.103 $ | -39,9 % | 1.573.409 $ | -4.192.327 $ | -72,7 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 423.000 $ | +138.000 $ | +48,4 % | 285.000 $ | -1.043.000 $ | -78,5 % | 1.328.000 $ | -644.000 $ | -32,7 % | 1.972.000 $ | +1.050.000 $ | +113,9 % |
| PARK AVENUE SECURITIES LLC | 1.904.000 $ | +217.000 $ | +12,9 % | 1.687.000 $ | +747.000 $ | +79,5 % | 940.000 $ | -360.000 $ | -27,7 % | |||
| Snowden Capital Advisors LLC | 1.872.531 $ | +434.048 $ | +30,2 % | 1.438.483 $ | +118.325 $ | +9,0 % | 1.320.158 $ | +35.129 $ | +2,7 % | |||
| Integrated Wealth Concepts LLC | 1.803.181 $ | |||||||||||
| Elequin Capital, LP | 445.608 $ | -1.355.025 $ | -75,3 % | 1.800.633 $ | +1.510.066 $ | +519,7 % | ||||||
| Apella Capital, LLC | 1.403.021 $ | -178.515 $ | -11,3 % | 1.581.536 $ | -99.144 $ | -5,9 % | 1.680.680 $ | -54.526 $ | -3,1 % | 1.735.206 $ | +21.835 $ | +1,3 % |
| Avestar Capital, LLC | 1.549.831 $ | +24.209 $ | +1,6 % | 1.525.622 $ | -125.860 $ | -7,6 % | 1.651.482 $ | +173.637 $ | +11,7 % | 1.477.845 $ | +63.055 $ | +4,5 % |
| NorthCrest Asset Manangement, LLC | 1.637.960 $ | +146.146 $ | +9,8 % | |||||||||
| Colonial River Investments, LLC | 1.600.039 $ | -6.669 $ | -0,4 % | 1.606.708 $ | ||||||||
| Farther Finance Advisors, LLC | 1.206.038 $ | -397.918 $ | -24,8 % | 1.603.956 $ | +1.012.287 $ | +171,1 % | 591.669 $ | -226.266 $ | -27,7 % | 817.935 $ | -220.790 $ | -21,3 % |
| Beacon Pointe Advisors, LLC | 1.570.816 $ | +23.591 $ | +1,5 % | 1.547.225 $ | +44.957 $ | +3,0 % | 1.502.268 $ | +414.531 $ | +38,1 % | |||
| Private Advisor Group, LLC | 1.517.686 $ | -39.375 $ | -2,5 % | 1.557.061 $ | +702.412 $ | +82,2 % | 854.649 $ | +31.373 $ | +3,8 % | 823.276 $ | -141.742 $ | -14,7 % |
| NOTTINGHAM ADVISORS, INC. | 1.422.663 $ | -93.507 $ | -6,2 % | 1.516.170 $ | +221.351 $ | +17,1 % | 1.294.819 $ | +22.456 $ | +1,8 % | 1.272.363 $ | +60.505 $ | +5,0 % |
| Archford Capital Strategies, LLC | 503.630 $ | -916.079 $ | -64,5 % | 1.419.709 $ | +251.514 $ | +21,5 % | 1.168.195 $ | |||||
| AQR CAPITAL MANAGEMENT LLC | 1.419.639 $ | +400.184 $ | +39,3 % | 1.019.455 $ | +299.460 $ | +41,6 % | 719.995 $ | +156.846 $ | +27,9 % | |||
| Strait & Sound Wealth Management LLC | 1.393.642 $ | +43.744 $ | +3,2 % | 1.349.898 $ | +107.239 $ | +8,6 % | 1.242.659 $ | +29.244 $ | +2,4 % | |||
| JPMORGAN CHASE & CO | 1.380.921 $ | +404.343 $ | +41,4 % | 976.578 $ | +39.416 $ | +4,2 % | 937.162 $ | +242.381 $ | +34,9 % | 694.781 $ | +302.533 $ | +77,1 % |
| BlackRock, Inc. | 1.350.142 $ | +820.074 $ | +154,7 % | 530.068 $ | -13.720 $ | -2,5 % | 543.788 $ | -133.219 $ | -19,7 % | 677.007 $ | -31.779 $ | -4,5 % |
| HARBOR CAPITAL ADVISORS, INC. | 118.000 $ | -1.228.000 $ | -91,2 % | 1.346.000 $ | -167.000 $ | -11,0 % | ||||||
| Belvedere Trading LLC | 1.301.016 $ | +864.405 $ | +198,0 % | 436.611 $ | ||||||||
| Privatperson | 1.300.517 $ | +462.112 $ | +55,1 % | 838.405 $ | +108.148 $ | +14,8 % | 730.257 $ | +272.979 $ | +59,7 % | 457.278 $ | +7.299 $ | +1,6 % |
| Independent Advisor Alliance | 1.276.254 $ | |||||||||||
| Equitable Holdings, Inc. | 1.264.290 $ | +245.837 $ | +24,1 % | 1.018.453 $ | +100.940 $ | +11,0 % | 917.513 $ | +53.194 $ | +6,2 % | |||
| TWO SIGMA INVESTMENTS, LP | 1.209.487 $ | |||||||||||
| Trueblood Wealth Management, LLC | 995.532 $ | -182.938 $ | -15,5 % | 1.178.470 $ | +266.969 $ | +29,3 % | 911.501 $ | -1.224 $ | -0,1 % | 912.725 $ | +43.403 $ | +5,0 % |
| SHEETS SMITH WEALTH MANAGEMENT | 1.105.997 $ | -12.658 $ | -1,1 % | 1.118.655 $ | +7.095 $ | +0,6 % | 1.111.560 $ | -53.433 $ | -4,6 % | 1.164.993 $ | +52.138 $ | +4,7 % |
| Sigma Planning Corp | 244.565 $ | -31.848 $ | -11,5 % | 276.413 $ | -837.680 $ | -75,2 % | 1.114.093 $ | +892.863 $ | +403,6 % | 221.230 $ | ||
| PFG Advisors | 476.445 $ | -4.847 $ | -1,0 % | 481.292 $ | -514.952 $ | -51,7 % | 996.244 $ | -86.945 $ | -8,0 % | 1.083.189 $ | -71.609 $ | -6,2 % |
| IFP Advisors, Inc | 768.376 $ | -213.769 $ | -21,8 % | 982.145 $ | +5.762 $ | +0,6 % | 976.383 $ | -105.439 $ | -9,7 % | 1.081.822 $ | -52.926 $ | -4,7 % |
| Focus Advisor Solutions, LLC | 1.075.336 $ | -274 $ | -0,0 % | 1.075.610 $ | +56.765 $ | +5,6 % | 1.018.845 $ | +3.668 $ | +0,4 % | 1.015.177 $ | -265.865 $ | -20,8 % |
| Geneos Wealth Management Inc. | 1.002.773 $ | -53.274 $ | -5,0 % | 1.056.047 $ | +263.459 $ | +33,2 % | 792.588 $ | -22.909 $ | -2,8 % | 815.497 $ | +39.413 $ | +5,1 % |
| Global Retirement Partners, LLC | 1.040.688 $ | +476.562 $ | +84,5 % | 564.126 $ | +95.740 $ | +20,4 % | 468.386 $ | +16.137 $ | +3,6 % | |||
| Trademark Financial Management, LLC | 1.035.780 $ | +124.123 $ | +13,6 % | 911.657 $ | +605.344 $ | +197,6 % | 306.313 $ | +86.244 $ | +39,2 % | 220.069 $ | ||
| HBW ADVISORY SERVICES LLC | 960.805 $ | -47.092 $ | -4,7 % | 1.007.897 $ | +30.200 $ | +3,1 % | 977.697 $ | +155.875 $ | +19,0 % | 821.822 $ | +117.571 $ | +16,7 % |
| HARBOUR INVESTMENTS, INC. | 964.916 $ | +777.690 $ | +415,4 % | 187.226 $ | -67.573 $ | -26,5 % | 254.799 $ | +188.717 $ | +285,6 % | 66.082 $ | -378 $ | -0,6 % |
| Financial Partners Group, Inc | 810.258 $ | -141.218 $ | -14,8 % | 951.476 $ | +215.546 $ | +29,3 % | 735.930 $ | -8.424 $ | -1,1 % | 744.354 $ | +55.576 $ | +8,1 % |
| United Advisor Group, LLC | 723.005 $ | -218.417 $ | -23,2 % | 941.422 $ | +81.929 $ | +9,5 % | 859.493 $ | -38.021 $ | -4,2 % | 897.514 $ | -275.220 $ | -23,5 % |
| FMR LLC | 460.664 $ | -475.596 $ | -50,8 % | 936.260 $ | +536.581 $ | +134,3 % | 399.679 $ | +12.909 $ | +3,3 % | 386.770 $ | +23.952 $ | +6,6 % |
| PARTNERS WEALTH MANAGEMENT, LLC | 824.202 $ | -111.430 $ | -11,9 % | 935.632 $ | +226.791 $ | +32,0 % | 708.841 $ | +71.223 $ | +11,2 % | 637.618 $ | +66.357 $ | +11,6 % |
| Brookstone Capital Management | 912.483 $ | +81.799 $ | +9,8 % | 830.684 $ | +271.032 $ | +48,4 % | 559.652 $ | +77.792 $ | +16,1 % | 481.860 $ | +11.498 $ | +2,4 % |
| Envestnet Portfolio Solutions, Inc. | 489.155 $ | -383.182 $ | -43,9 % | 872.337 $ | +15.704 $ | +1,8 % | 856.633 $ | +13.971 $ | +1,7 % | |||
| HSBC HOLDINGS PLC | 850.842 $ | +422.425 $ | +98,6 % | 428.417 $ | -55.221 $ | -11,4 % | 483.638 $ | |||||
| SHP Wealth Management | 817.853 $ | +559.736 $ | +216,9 % | 258.117 $ | ||||||||
| MorganRosel Wealth Management, LLC | 770.761 $ | +195.089 $ | +33,9 % | 575.672 $ | -231.348 $ | -28,7 % | 807.020 $ | +92.937 $ | +13,0 % | |||
| BENJAMIN EDWARDS INC | 530.331 $ | -258.839 $ | -32,8 % | 789.170 $ | ||||||||
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 329.590 $ | -3.772 $ | -1,1 % | 333.362 $ | -25.258 $ | -7,0 % | 358.620 $ | -422.524 $ | -54,1 % | 781.144 $ | +91.287 $ | +13,2 % |
| DAVENPORT & Co LLC | 774.236 $ | +361.101 $ | +87,4 % | 413.135 $ | ||||||||
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 753.300 $ | +669.390 $ | +797,7 % | 83.910 $ | +27.448 $ | +48,6 % | 56.462 $ | +1.013 $ | +1,8 % | 55.449 $ | +1.169 $ | +2,2 % |
| Privatperson | 743.818 $ | +114.937 $ | +18,3 % | 628.881 $ | ||||||||
| SYON CAPITAL LLC | 712.863 $ | +11.227 $ | +1,6 % | 701.636 $ | +205.641 $ | +41,5 % | 495.995 $ | +96.427 $ | +24,1 % | |||
| NATIONAL BANK OF CANADA /FI/ | 684.217 $ | +117.588 $ | +20,8 % | 566.629 $ | +93.772 $ | +19,8 % | 472.857 $ | +9.290 $ | +2,0 % | |||
| SFG Wealth Management, LLC. | 679.632 $ | |||||||||||
| Van Diest Capital, LLC | 679.217 $ | +214.487 $ | +46,2 % | 464.730 $ | +255.224 $ | +121,8 % | 209.506 $ | |||||
| Ashton Thomas Private Wealth, LLC | 667.698 $ | +73.414 $ | +12,4 % | 594.284 $ | +314.118 $ | +112,1 % | 280.166 $ | |||||
| Kestra Advisory Services, LLC | 565.409 $ | -70.230 $ | -11,0 % | 635.639 $ | +221.790 $ | +53,6 % | 413.849 $ | +63.042 $ | +18,0 % | 350.807 $ | ||
| NewEdge Advisors, LLC | 635.610 $ | +99.056 $ | +18,5 % | 536.554 $ | -11.575 $ | -2,1 % | 548.129 $ | +47.490 $ | +9,5 % | |||
| Dynamic Wealth Strategies, LLC | 591.417 $ | +153.292 $ | +35,0 % | 438.125 $ | +8.387 $ | +2,0 % | 429.738 $ | +46.507 $ | +12,1 % | 383.231 $ | +365.945 $ | +2.117,0 % |
| Rothschild Wealth LLC | 355.399 $ | -2.406 $ | -0,7 % | 357.805 $ | -224.321 $ | -38,5 % | 582.126 $ | -1.749 $ | -0,3 % | 583.875 $ | +18.482 $ | +3,3 % |
| MATHER GROUP, LLC. | 437.826 $ | -854 $ | -0,2 % | 438.680 $ | -143.982 $ | -24,7 % | 582.662 $ | |||||
| CWM, LLC | 564.749 $ | -12.251 $ | -2,1 % | 577.000 $ | -164.000 $ | -22,1 % | ||||||
| Beckerman Institutional, LLC | 575.575 $ | +6.164 $ | +1,1 % | 569.411 $ | +8.556 $ | +1,5 % | 560.855 $ | +9.169 $ | +1,7 % | 551.686 $ | +23.545 $ | +4,5 % |
| Nemes Rush Group LLC | 491.314 $ | -82.040 $ | -14,3 % | 573.354 $ | +123.978 $ | +27,6 % | 449.376 $ | -56.458 $ | -11,2 % | 505.834 $ | +11.243 $ | +2,3 % |
| Atria Investments, Inc | 441.792 $ | +26.146 $ | +6,3 % | 415.646 $ | -149.413 $ | -26,4 % | 565.059 $ | +23.810 $ | +4,4 % | 541.249 $ | +54.079 $ | +11,1 % |
| J.W. COLE ADVISORS, INC. | 558.255 $ | +357.679 $ | +178,3 % | 200.576 $ | -5.208 $ | -2,5 % | 205.784 $ | -4.838 $ | -2,3 % | |||
| Ascentis Independent Advisors | 556.595 $ | |||||||||||
| Transamerica Financial Advisors, LLC | 471.497 $ | -5.439 $ | -1,1 % | 476.936 $ | -78.530 $ | -14,1 % | 555.466 $ | +30.951 $ | +5,9 % | 524.515 $ | +3.398 $ | +0,7 % |
| Tower Research Capital LLC (TRC) | 8.148 $ | -541.823 $ | -98,5 % | 549.971 $ | +385.920 $ | +235,2 % | ||||||
| KINTRA WEALTH, LLC | 548.960 $ | +15.115 $ | +2,8 % | 533.845 $ | ||||||||
| CX Institutional | 507.000 $ | +7.000 $ | +1,4 % | 500.000 $ | -39.000 $ | -7,2 % | 539.000 $ | +11.000 $ | +2,1 % | 528.000 $ | +27.000 $ | +5,4 % |
| Perigon Wealth Management, LLC | 530.906 $ | -6.076 $ | -1,1 % | 536.982 $ | +6.200 $ | +1,2 % | 530.782 $ | |||||
| Regal Investment Advisors LLC | 436.911 $ | +90.152 $ | +26,0 % | 346.759 $ | +9.743 $ | +2,9 % | 337.016 $ | -191.813 $ | -36,3 % | 528.829 $ | +56.263 $ | +11,9 % |
| Capital Square, LLC | 526.802 $ | +109.325 $ | +26,2 % | 417.477 $ | +55.016 $ | +15,2 % | 362.461 $ | +92.602 $ | +34,3 % | 269.859 $ | +44.498 $ | +19,7 % |
| Stratos Wealth Partners, LTD. | 434.765 $ | -80.609 $ | -15,6 % | 515.374 $ | +120.309 $ | +30,5 % | 395.065 $ | +6.367 $ | +1,6 % | 388.698 $ | +27.701 $ | +7,7 % |
| Strid Group, LLC | 434.548 $ | -75.572 $ | -14,8 % | 510.120 $ | +115.562 $ | +29,3 % | 394.558 $ | +6.843 $ | +1,8 % | 387.715 $ | +18.437 $ | +5,0 % |
| Creative Planning | 291.646 $ | -200.170 $ | -40,7 % | 491.816 $ | +111.416 $ | +29,3 % | 380.400 $ | +6.597 $ | +1,8 % | 373.803 $ | +13.352 $ | +3,7 % |
| Wealthfront Advisers LLC | 475.048 $ | +9.679 $ | +2,1 % | 465.369 $ | +26.489 $ | +6,0 % | 438.880 $ | +53.927 $ | +14,0 % | 384.953 $ | +16.554 $ | +4,5 % |
| Cornerstone Planning Group LLC | 122.065 $ | +2.073 $ | +1,7 % | 119.992 $ | -354.107 $ | -74,7 % | 474.099 $ | +81.252 $ | +20,7 % | |||
| Steward Partners Investment Advisory, LLC | 472.615 $ | +214.969 $ | +83,4 % | 257.646 $ | -10.672 $ | -4,0 % | 268.318 $ | +17.704 $ | +7,1 % | |||
| SCOTIA CAPITAL INC. | 385.644 $ | -67.212 $ | -14,8 % | 452.856 $ | +102.593 $ | +29,3 % | 350.263 $ | +6.071 $ | +1,8 % | 344.192 $ | +16.368 $ | +5,0 % |
| Focus Partners Wealth | 384.449 $ | -55.165 $ | -12,5 % | 439.614 $ | +99.590 $ | +29,3 % | 340.024 $ | -221 $ | -0,1 % | 340.245 $ | ||
| United Asset Strategies, Inc. | 438.230 $ | +111.833 $ | +34,3 % | 326.397 $ | +59.510 $ | +22,3 % | 266.887 $ | |||||
| Greenline Wealth Management LLC | 264.589 $ | -375 $ | -0,1 % | 264.964 $ | +5.692 $ | +2,2 % | 259.272 $ | -169.574 $ | -39,5 % | 428.846 $ | ||
| Synergy Asset Management, LLC | 418.719 $ | +128.742 $ | +44,4 % | 289.977 $ | +48.822 $ | +20,2 % | ||||||
| Golden State Wealth Management, LLC | 40.907 $ | -36.535 $ | -47,2 % | 77.442 $ | -78.523 $ | -50,3 % | 155.965 $ | -262.016 $ | -62,7 % | 417.981 $ | -31.555 $ | -7,0 % |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 411.702 $ | |||||||||||
| SWMG, LLC | 325.474 $ | +5.803 $ | +1,8 % | 319.671 $ | -82.363 $ | -20,5 % | 402.034 $ | -9.108 $ | -2,2 % | 411.142 $ | +47.532 $ | +13,1 % |
| Fortis Capital Advisors, LLC | 409.321 $ | |||||||||||
| Belpointe Asset Management LLC | 409.321 $ | |||||||||||
| HighTower Advisors, LLC | 405.518 $ | +58.201 $ | +16,8 % | 347.317 $ | +54.751 $ | +18,7 % | 292.566 $ | |||||
| CoreCap Advisors, LLC | 393.726 $ | +84.097 $ | +27,2 % | 309.629 $ | +75.067 $ | +32,0 % | 234.562 $ | +20.905 $ | +9,8 % | 213.657 $ | +91.172 $ | +74,4 % |
| CENTAURUS FINANCIAL, INC. | 295.000 $ | -96.000 $ | -24,6 % | 391.000 $ | +58.000 $ | +17,4 % | 333.000 $ | -35.000 $ | -9,5 % | 368.000 $ | -100.000 $ | -21,4 % |
| MERCER GLOBAL ADVISORS INC /ADV | 387.418 $ | +73.979 $ | +23,6 % | 313.439 $ | +12.306 $ | +4,1 % | 301.133 $ | +24.735 $ | +8,9 % | |||
| TRUSTMARK BANK TRUST DEPARTMENT | 231.201 $ | -2.646 $ | -1,1 % | 233.847 $ | +2.700 $ | +1,2 % | 231.147 $ | -147.530 $ | -39,0 % | 378.677 $ | -2.811 $ | -0,7 % |
| Wealthspire Advisors, LLC | 362.062 $ | |||||||||||
| SILVER OAK SECURITIES, INCORPORATED | 360.632 $ | |||||||||||
| Mariner, LLC | 285.459 $ | -59.828 $ | -17,3 % | 345.287 $ | +80.683 $ | +30,5 % | 264.604 $ | +4.589 $ | +1,8 % | 260.015 $ | +36.327 $ | +16,2 % |
| JBR Co Financial Management Inc | 332.762 $ | +613 $ | +0,2 % | 332.149 $ | ||||||||
| Waverly Advisors, LLC | 331.145 $ | +86.145 $ | +35,2 % | 245.000 $ | +7.248 $ | +3,0 % | 237.752 $ | +7.988 $ | +3,5 % | |||
| Leo Wealth, LLC | 320.353 $ | -10.741 $ | -3,2 % | 331.094 $ | -2.458 $ | -0,7 % | ||||||
| STEPHENS INC /AR/ | 329.333 $ | |||||||||||
| Patriot Financial Group Insurance Agency, LLC | 326.190 $ | |||||||||||
| CHOREO, LLC | 223.381 $ | +158 $ | +0,1 % | 223.223 $ | +8.754 $ | +4,1 % | 214.469 $ | -101.410 $ | -32,1 % | 315.879 $ | +22.924 $ | +7,8 % |
| CIBC WORLD MARKET INC. | 210.982 $ | -103.103 $ | -32,8 % | 314.085 $ | +63.774 $ | +25,5 % | 250.311 $ | +8.773 $ | +3,6 % | 241.538 $ | +11.498 $ | +5,0 % |
| Ameritas Advisory Services, LLC | 308.867 $ | |||||||||||
| ProVise Management Group, LLC | 296.403 $ | -9.762 $ | -3,2 % | 306.165 $ | +37.877 $ | +14,1 % | ||||||
| RFG Advisory, LLC | 293.729 $ | |||||||||||
| ACUTE INVESTMENT ADVISORY, LLC | 261.086 $ | -9.743 $ | -3,6 % | 270.829 $ | -17.334 $ | -6,0 % | 288.163 $ | |||||
| Soltis Investment Advisors LLC | 245.351 $ | -42.761 $ | -14,8 % | 288.112 $ | +65.268 $ | +29,3 % | 222.844 $ | +3.865 $ | +1,8 % | 218.979 $ | ||
| ORG Partners LLC | 275.840 $ | -2.048 $ | -0,7 % | |||||||||
| MTM Investment Management, LLC | 234.617 $ | -40.891 $ | -14,8 % | 275.508 $ | +62.413 $ | +29,3 % | 213.095 $ | +3.696 $ | +1,8 % | 209.399 $ | +9.957 $ | +5,0 % |
| Ackerman Asset Management, LLC | 257.905 $ | -13.581 $ | -5,0 % | 271.486 $ | +4.077 $ | +1,5 % | 267.409 $ | +7.770 $ | +3,0 % | 259.639 $ | +8.655 $ | +3,4 % |
| MARSHALL WACE, LLP | 262.852 $ | |||||||||||
| SAGESPRING WEALTH PARTNERS, LLC | 261.920 $ | |||||||||||
| CreativeOne Wealth, LLC | 261.846 $ | |||||||||||
| Orion Porfolio Solutions, LLC | 257.168 $ | |||||||||||
| Spire Wealth Management | 217.921 $ | -37.981 $ | -14,8 % | 255.902 $ | +67.819 $ | +36,1 % | 188.083 $ | +3.262 $ | +1,8 % | 184.821 $ | +29.526 $ | +19,0 % |
| Strategic Blueprint, LLC | 251.082 $ | +39.461 $ | +18,6 % | 211.621 $ | ||||||||
| Caprock Group, LLC | 242.789 $ | |||||||||||
| OneDigital Investment Advisors LLC | 209.707 $ | -30.188 $ | -12,6 % | 239.895 $ | -61.525 $ | -20,4 % | ||||||
| D. E. Shaw & Co., Inc. | 204.117 $ | -411 $ | -0,2 % | 204.528 $ | -34.557 $ | -14,5 % | 239.085 $ | +10.201 $ | +4,5 % | |||
| Williams Jones Wealth Management, LLC. | 236.098 $ | |||||||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 233.902 $ | -524 $ | -0,2 % | 234.426 $ | -1.385 $ | -0,6 % | 235.811 $ | +17.460 $ | +8,0 % | |||
| Net Worth Advisory Group | 235.377 $ | +356 $ | +0,2 % | 235.021 $ | ||||||||
| Pine Valley Investments Ltd Liability Co | 229.688 $ | |||||||||||
| Simplicity Wealth,LLC | 222.256 $ | |||||||||||
| Provident Living Financial Services, Inc. | 210.329 $ | |||||||||||
| Advisory Alpha, LLC | 209.532 $ | +441 $ | +0,2 % | 209.091 $ | -6.785 $ | -3,1 % | ||||||
| IHT Wealth Management, LLC | 209.196 $ | -251.597 $ | -54,6 % | |||||||||
| OxenFree Capital LLC | 208.520 $ | +6.580 $ | +3,3 % | 201.940 $ | ||||||||
| Ledyard National Bank | 204.022 $ | -2.707 $ | -1,3 % | 206.729 $ | -788 $ | -0,4 % | 207.517 $ | |||||
| INTEGRITY ALLIANCE, LLC. | 207.013 $ | |||||||||||
| Concurrent Investment Advisors, LLC | 206.429 $ | |||||||||||
| Privatperson | 201.864 $ | +9.152 $ | +4,7 % | 192.712 $ | ||||||||
| Eagle Strategies LLC | 200.502 $ | -357.619 $ | -64,1 % | |||||||||
| Ethos Financial Group, LLC | 195.381 $ | |||||||||||
| BARD ASSOCIATES INC | 184.961 $ | -2.117 $ | -1,1 % | 187.078 $ | ||||||||
| CITIGROUP INC | 186.263 $ | +179.764 $ | +2.766,0 % | 6.499 $ | +113 $ | +1,8 % | 6.386 $ | -65 $ | -1,0 % | |||
| Anfield Capital Management, LLC | 175.843 $ | +5.943 $ | +3,5 % | 169.900 $ | +46.848 $ | +38,1 % | ||||||
| JONES FINANCIAL COMPANIES LLLP | 174.450 $ | +28.864 $ | +19,8 % | 145.586 $ | +50.883 $ | +53,7 % | 94.703 $ | -4.122 $ | -4,2 % | 98.825 $ | +7.359 $ | +8,0 % |
| LRI Investments, LLC | 166.623 $ | +146.928 $ | +746,0 % | 19.695 $ | +342 $ | +1,8 % | 19.353 $ | +920 $ | +5,0 % | |||
| Advisory Services Network, LLC | 165.937 $ | -61.494 $ | -27,0 % | |||||||||
| Nicht ausgewiesen | 159.138 $ | +2.486 $ | +1,6 % | 156.652 $ | +2.352 $ | +1,5 % | 154.300 $ | +4.484 $ | +3,0 % | 149.816 $ | ||
| HUNTINGTON NATIONAL BANK | 115.409 $ | -22.085 $ | -16,1 % | 137.494 $ | +137.408 $ | +159.776,7 % | 86 $ | -517 $ | -85,7 % | 603 $ | +516 $ | +593,1 % |
| Founders Financial Alliance, LLC | 135.417 $ | +30.678 $ | +29,3 % | 104.739 $ | +6.710 $ | +6,8 % | ||||||
| Guardian Partners Inc. | 126.989 $ | -1.454 $ | -1,1 % | 128.443 $ | ||||||||
| Sankala Group LLC | 78.885 $ | -5.679 $ | -6,7 % | 84.564 $ | -11.873 $ | -12,3 % | 96.437 $ | -27.072 $ | -21,9 % | 123.509 $ | ||
| PNC FINANCIAL SERVICES GROUP, INC. | 57.953 $ | +472 $ | +0,8 % | 57.481 $ | -54.183 $ | -48,5 % | 111.664 $ | -7.583 $ | -6,4 % | 119.247 $ | +12.751 $ | +12,0 % |
| Triumph Capital Management | 116.799 $ | +1.789 $ | +1,6 % | 115.010 $ | +5.655 $ | +5,2 % | 109.355 $ | -2.864 $ | -2,6 % | 112.219 $ | ||
| US BANCORP \DE\ | 96.334 $ | -3.149 $ | -3,2 % | 99.483 $ | -4.788 $ | -4,6 % | 104.271 $ | -11.240 $ | -9,7 % | 115.511 $ | -20.796 $ | -15,3 % |
| Versant Capital Management, Inc | 101.801 $ | +2.870 $ | +2,9 % | 98.931 $ | +1.486 $ | +1,5 % | 97.445 $ | +2.831 $ | +3,0 % | 94.614 $ | +5.600 $ | +6,3 % |
| Westside Investment Management, Inc. | 94.762 $ | +5.082 $ | +5,7 % | 89.680 $ | +629 $ | +0,7 % | 89.051 $ | +16.429 $ | +22,6 % | 72.622 $ | +1.095 $ | +1,5 % |
| PURSUIT WEALTH STRATEGIES, LLC | 40.874 $ | -52.957 $ | -56,4 % | 93.831 $ | ||||||||
| Qube Research & Technologies Ltd | 93.831 $ | +80.081 $ | +582,4 % | 13.750 $ | -37.948 $ | -73,4 % | 51.698 $ | +43.404 $ | +523,3 % | 8.294 $ | ||
| CIBC Private Wealth Group LLC | 91.097 $ | +403 $ | +0,4 % | |||||||||
| Bell Investment Advisors, Inc | 89.204 $ | +5.279 $ | +6,3 % | |||||||||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 80.969 $ | +11.072 $ | +15,8 % | 69.897 $ | +67.231 $ | +2.521,8 % | 2.666 $ | |||||
| FWL INVESTMENT MANAGEMENT, LLC | 77.708 $ | +10.117 $ | +15,0 % | 67.591 $ | +35.432 $ | +110,2 % | 32.159 $ | +1.529 $ | +5,0 % | |||
| AE Wealth Management LLC | 42.108 $ | -31.579 $ | -42,9 % | 73.687 $ | +4.027 $ | +5,8 % | 69.660 $ | +3.420 $ | +5,2 % | 66.240 $ | +16.910 $ | +34,3 % |
| PRIVATE TRUST CO NA | 47.642 $ | -717 $ | -1,5 % | 48.359 $ | -8.303 $ | -14,7 % | 56.662 $ | -16.799 $ | -22,9 % | 73.461 $ | +2.428 $ | +3,4 % |
| TRUST CO OF VERMONT | 63.889 $ | |||||||||||
| Register Financial Advisors LLC | 58.143 $ | -4.919 $ | -7,8 % | 63.062 $ | +35.194 $ | +126,3 % | 27.868 $ | +484 $ | +1,8 % | 27.384 $ | ||
| Global Assets Advisory, LLC | 56.622 $ | |||||||||||
| NFSG Corp | 46.620 $ | -8.125 $ | -14,8 % | 54.745 $ | +12.402 $ | +29,3 % | 42.343 $ | +734 $ | +1,8 % | 41.609 $ | +1.979 $ | +5,0 % |
| Capital Analysts, LLC | 49.066 $ | -3.679 $ | -7,0 % | 52.745 $ | +609 $ | +1,2 % | 52.136 $ | +47.481 $ | +1.020,0 % | 4.655 $ | -34 $ | -0,7 % |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 45.276 $ | +680 $ | +1,5 % | 44.596 $ | +1.295 $ | +3,0 % | 43.301 $ | |||||
| AlphaCore Capital LLC | 41.407 $ | +109 $ | +0,3 % | 41.298 $ | +1.150 $ | +2,9 % | 40.148 $ | +1.167 $ | +3,0 % | 38.981 $ | +1.663 $ | +4,5 % |
| Latitude Advisors, LLC | 40.501 $ | |||||||||||
| Institute for Wealth Management, LLC. | 38.195 $ | |||||||||||
| FIFTH THIRD BANCORP | 35.690 $ | -1.605 $ | -4,3 % | 37.295 $ | +3.093 $ | +9,0 % | 34.202 $ | +24.634 $ | +257,5 % | 9.568 $ | ||
| Parkside Financial Bank & Trust | 35.850 $ | +560 $ | +1,6 % | 35.290 $ | +530 $ | +1,5 % | 34.760 $ | +1.010 $ | +3,0 % | 33.750 $ | +1.440 $ | +4,5 % |
| COMERICA BANK | 33.624 $ | -451 $ | -1,3 % | |||||||||
| Provenance Wealth Advisors, LLC | 31.761 $ | |||||||||||
| BFC Planning, Inc. | 30.799 $ | +829 $ | +2,8 % | 29.970 $ | +424 $ | +1,4 % | 29.546 $ | -1.756 $ | -5,6 % | 31.302 $ | +986 $ | +3,3 % |
| IFG Advisory, LLC | 30.531 $ | |||||||||||
| BROWN BROTHERS HARRIMAN & CO | 29.648 $ | +463 $ | +1,6 % | 29.185 $ | +438 $ | +1,5 % | 28.747 $ | +836 $ | +3,0 % | 27.911 $ | +1.191 $ | +4,5 % |
| GILL CAPITAL PARTNERS, LLC | 29.542 $ | |||||||||||
| LANARK FINANCIAL, INC. | 27.711 $ | +123 $ | +0,4 % | 27.588 $ | +767 $ | +2,9 % | 26.821 $ | +97 $ | +0,4 % | 26.724 $ | ||
| Russell Investments Group, Ltd. | 22.851 $ | -4.608 $ | -16,8 % | 27.459 $ | +808 $ | +3,0 % | 26.651 $ | +664 $ | +2,6 % | 25.987 $ | +1.428 $ | +5,8 % |
| HIGHLINE WEALTH PARTNERS LLC | 26.117 $ | -299 $ | -1,1 % | 26.416 $ | +305 $ | +1,2 % | 26.111 $ | -180 $ | -0,7 % | 26.291 $ | -195 $ | -0,7 % |
| BANK OF MONTREAL /CAN/ | 26.288 $ | +305 $ | +1,2 % | 25.983 $ | +300 $ | +1,2 % | 25.683 $ | -1.965 $ | -7,1 % | |||
| Farmers & Merchants Trust Co of Chambersburg PA | 26.000 $ | +1.000 $ | +4,0 % | 25.000 $ | +0 $ | +0,0 % | 25.000 $ | +1.000 $ | +4,2 % | 24.000 $ | +1.000 $ | +4,3 % |
| Red Tortoise LLC | 25.111 $ | +436 $ | +1,8 % | 24.675 $ | +1.173 $ | +5,0 % | ||||||
| Smartleaf Asset Management LLC | 21.792 $ | +376 $ | +1,8 % | 21.416 $ | +903 $ | +4,4 % | 20.513 $ | |||||
| Key Capital Management, INC | 6.679 $ | -4.061 $ | -37,8 % | 10.740 $ | -10.748 $ | -50,0 % | 21.488 $ | +14.161 $ | +193,3 % | 7.327 $ | ||
| Fortitude Family Office, LLC | 21.236 $ | -243 $ | -1,1 % | 21.479 $ | ||||||||
| Princeton Global Asset Management LLC | 20.522 $ | +1.035 $ | +5,3 % | 19.487 $ | +225 $ | +1,2 % | 19.262 $ | -133 $ | -0,7 % | 19.395 $ | -144 $ | -0,7 % |
| Cape Investment Advisory, Inc. | 10.791 $ | -7 $ | -0,1 % | 10.798 $ | -9.384 $ | -46,5 % | 20.182 $ | +860 $ | +4,5 % | |||
| Bangor Savings Bank | 17.235 $ | +199 $ | +1,2 % | 17.036 $ | -118 $ | -0,7 % | 17.154 $ | -127 $ | -0,7 % | |||
| MONTAG A & ASSOCIATES INC | 15.739 $ | |||||||||||
| MANNING & NAPIER ADVISORS LLC | 14.162 $ | |||||||||||
| Key FInancial Inc | 11.709 $ | -2.041 $ | -14,8 % | 13.750 $ | +3.115 $ | +29,3 % | 10.635 $ | +184 $ | +1,8 % | 10.451 $ | +462 $ | +4,6 % |
| Planning Strategies Inc. | 11.389 $ | -130 $ | -1,1 % | 11.519 $ | ||||||||
| Privatperson | 11.259 $ | +130 $ | +1,2 % | 11.129 $ | -77 $ | -0,7 % | 11.206 $ | -83 $ | -0,7 % | |||
| SageView Advisory Group, LLC | 11.070 $ | |||||||||||
| Parallel Advisors, LLC | 11.006 $ | |||||||||||
| BESSEMER GROUP INC | 11.000 $ | +11.000 $ | 0 $ | +0 $ | ||||||||
| Heritage Family Offices, LLP | 10.876 $ | |||||||||||
| Balance Wealth Partners LLC | 10.805 $ | |||||||||||
| FINANCIAL CONSULATE, INC | 10.362 $ | |||||||||||
| Allworth Financial LP | 9.889 $ | +0 $ | +0,0 % | 9.889 $ | +1.442 $ | +17,1 % | 8.447 $ | +190 $ | +2,3 % | 8.257 $ | +4.799 $ | +138,8 % |
| LifeSteps Financial, Inc. | 9.775 $ | |||||||||||
| MAI Capital Management | 4.953 $ | -4.283 $ | -46,4 % | 9.236 $ | +209 $ | +2,3 % | ||||||
| MASECO LLP | 8.695 $ | |||||||||||
| AMERIFLEX GROUP, INC. | 8.563 $ | -98 $ | -1,1 % | 8.661 $ | +100 $ | +1,2 % | 8.561 $ | -8.807 $ | -50,7 % | |||
| FRANKLIN TEMPLETON INC | 7.210 $ | +434 $ | +6,4 % | 6.776 $ | +102 $ | +1,5 % | 6.674 $ | +194 $ | +3,0 % | 6.480 $ | -38.771.724 $ | -100,0 % |
| Blue Trust, Inc. | 5.270 $ | +224 $ | +4,4 % | 5.046 $ | +75 $ | +1,5 % | 4.971 $ | -1.745 $ | -26,0 % | 6.716 $ | +286 $ | +4,4 % |
| Continuum Advisory, LLC | 6.023 $ | +130 $ | +2,2 % | 5.893 $ | ||||||||
| Tidemark, LLC | 3.693 $ | +58 $ | +1,6 % | 3.635 $ | -2.309 $ | -38,8 % | 5.944 $ | |||||
| Investors Research Corp | 4.770 $ | -832 $ | -14,9 % | 5.602 $ | +1.269 $ | +29,3 % | 4.333 $ | +75 $ | +1,8 % | 4.258 $ | +203 $ | +5,0 % |
| First Command Advisory Services, Inc. | 3.682 $ | |||||||||||
| Medallion Wealth Advisors, LLC | 3.425 $ | |||||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 3.083 $ | |||||||||||
| Aptus Capital Advisors, LLC | 2.911 $ | -42 $ | -1,4 % | |||||||||
| Rossby Financial, LCC | 2.904 $ | +46 $ | +1,6 % | 2.858 $ | -3 $ | -0,1 % | 2.861 $ | +127 $ | +4,6 % | 2.734 $ | +89 $ | +3,4 % |
| Capital Investment Advisory Services, LLC | 2.425 $ | +28 $ | +1,2 % | 2.397 $ | -17 $ | -0,7 % | 2.414 $ | -18 $ | -0,7 % | |||
| Legacy Wealth Managment, LLC/ID | 2.312 $ | |||||||||||
| Cherry Tree Wealth Management, LLC | 2.033 $ | |||||||||||
| Financial Freedom, LLC | 1.981 $ | |||||||||||
| Garton & Associates Financial Advisors LLC | 1.519 $ | |||||||||||
| Signature Equity Partners, LLC | 1.155 $ | -6 $ | -0,5 % | 1.161 $ | +21 $ | +1,8 % | 1.140 $ | -3 $ | -0,3 % | 1.143 $ | ||
| BROWN, LISLE/CUMMINGS, INC. | 428 $ | -5 $ | -1,2 % | 433 $ | -509 $ | -54,0 % | 942 $ | |||||
| BOLTON SECURITIES CORPORATION | 685 $ | |||||||||||
| Camelot Portfolios, LLC | 506 $ | |||||||||||
| Destiny Wealth Partners, LLC | 342 $ | |||||||||||
| VANGUARD ADVISERS INC | 318 $ | |||||||||||
| Park Square Financial Group, LLC | 257 $ | -2 $ | -0,8 % | 259 $ | -2 $ | -0,8 % | ||||||
| Dunhill Financial, LLC | 70 $ | +1 $ | +1,4 % | 69 $ | +1 $ | +1,5 % | 68 $ | +3 $ | +4,6 % | |||
| Gesamt | 698.204.574 $ | -272.312 $ | +30,5 % | 1.203.635.514 $ | +115.093.788 $ | +1.202,2 % | 1.076.328.266 $ | -462.915.018 $ | +41,8 % | 1.512.360.313 $ | +31.400.958 $ | +37,8 % |