| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 10.495.174 $ | -373.415 $ | +64,9 % | 2.108.663.137 $ | -707.108.018 $ | +0,3 % | 2.813.821.312 $ | -1.622.710.703 $ | -17,1 % | 4.372.943.928 $ | +211.431 $ | +25,1 % | |
| BROWN BROTHERS HARRIMAN & CO | 403.441.340 $ | -230.444.995 $ | -36,4 % | 633.886.335 $ | -396.283.243 $ | -38,5 % | 1.030.169.578 $ | |||||
| AlTi Global, Inc. | 49.140.427 $ | -116.155.003 $ | -70,3 % | 165.295.430 $ | -221.532.907 $ | -57,3 % | 386.828.337 $ | |||||
| Financial Engines Advisors L.L.C. | 26.392.213 $ | -254.626.006 $ | -90,6 % | 281.018.219 $ | -31.652.399 $ | -10,1 % | 312.670.618 $ | |||||
| FRANKLIN TEMPLETON INC | 87.061.828 $ | -26.218.659 $ | -23,1 % | 113.280.487 $ | -70.168.935 $ | -38,2 % | 183.449.422 $ | |||||
| LPL Financial LLC | 80.497.341 $ | -20.319.627 $ | -20,2 % | 100.816.968 $ | -50.425.221 $ | -33,3 % | 151.242.189 $ | |||||
| Mesirow Financial Investment Management, Inc. | 71.665.557 $ | +29.523.338 $ | +70,1 % | 42.142.219 $ | -89.707.343 $ | -68,0 % | 131.849.562 $ | |||||
| BROWN ADVISORY INC | 52.347.232 $ | -12.077.102 $ | -18,7 % | 64.424.334 $ | -43.208.775 $ | -40,1 % | 107.633.109 $ | |||||
| Cambridge Investment Research Advisors, Inc. | 100.104.000 $ | +49.685.000 $ | +98,5 % | 50.419.000 $ | -19.841.000 $ | -28,2 % | 70.260.000 $ | |||||
| Corient Private Wealth LP | 28.345.930 $ | -1.672.415 $ | -5,6 % | 30.018.345 $ | -59.578.491 $ | -66,5 % | 89.596.836 $ | |||||
| OSAIC HOLDINGS, INC. | 55.665.693 $ | +10.700.992 $ | +23,8 % | 44.964.701 $ | -36.597.406 $ | -44,9 % | 81.562.107 $ | |||||
| BANK OF AMERICA CORP /DE/ | 68.244.154 $ | +6.863.477 $ | +11,2 % | 61.380.677 $ | -14.837.195 $ | -19,5 % | 76.217.872 $ | |||||
| RAYMOND JAMES FINANCIAL INC | 25.321.366 $ | -6.911.215 $ | -21,4 % | 32.232.581 $ | -41.482.939 $ | -56,3 % | 73.715.520 $ | |||||
| WELLS FARGO & COMPANY/MN | 24.884.902 $ | -2.827.683 $ | -10,2 % | 27.712.585 $ | -29.265.131 $ | -51,4 % | 56.977.716 $ | |||||
| UBS Group AG | 20.247.199 $ | -6.532.213 $ | -24,4 % | 26.779.412 $ | -26.493.320 $ | -49,7 % | 53.272.732 $ | |||||
| Montis Financial, LLC | 42.538.991 $ | -163.684 $ | -0,4 % | 42.702.675 $ | -10.303.169 $ | -19,4 % | 53.005.844 $ | |||||
| HighTower Advisors, LLC | 13.595.060 $ | -7.784.027 $ | -36,4 % | 21.379.087 $ | -31.041.532 $ | -59,2 % | 52.420.619 $ | |||||
| Chemistry Wealth Management LLC | 49.024.212 $ | +1.881.114 $ | +4,0 % | 47.143.098 $ | ||||||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 29.237.610 $ | +1.540.235 $ | +5,6 % | 27.697.375 $ | -20.193.953 $ | -42,2 % | 47.891.328 $ | |||||
| Affiance Financial, LLC | 19.682.694 $ | +5.899 $ | +0,0 % | 19.676.795 $ | -23.340.871 $ | -54,3 % | 43.017.666 $ | |||||
| Ascension Capital Advisors, Inc. | 36.318.717 $ | +137.078 $ | +0,4 % | 36.181.639 $ | -3.877.333 $ | -9,7 % | 40.058.972 $ | |||||
| Composition Wealth, LLC | 14.762.109 $ | -3.452.357 $ | -19,0 % | 18.214.466 $ | -19.914.683 $ | -52,2 % | 38.129.149 $ | |||||
| ASSETMARK, INC | 24.531.973 $ | -2.812.776 $ | -10,3 % | 27.344.749 $ | -8.984.870 $ | -24,7 % | 36.329.619 $ | |||||
| Parisi Gray Wealth Management | 21.407.582 $ | -3.474.550 $ | -14,0 % | 24.882.132 $ | -11.084.657 $ | -30,8 % | 35.966.789 $ | |||||
| Stratos Wealth Partners, LTD. | 10.044.453 $ | -4.107.614 $ | -29,0 % | 14.152.067 $ | -19.540.054 $ | -58,0 % | 33.692.121 $ | |||||
| Aprio Wealth Management, LLC | 5.257.619 $ | -7.760.869 $ | -59,6 % | 13.018.488 $ | -17.614.709 $ | -57,5 % | 30.633.197 $ | |||||
| Urban Financial Advisory Corp | 23.189.298 $ | -2.099.379 $ | -8,3 % | 25.288.677 $ | -3.553.142 $ | -12,3 % | 28.841.819 $ | |||||
| Waverly Advisors, LLC | 19.677.640 $ | -1.613.141 $ | -7,6 % | 21.290.781 $ | -6.972.919 $ | -24,7 % | 28.263.700 $ | |||||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13.075.764 $ | -2.254.003 $ | -14,7 % | 15.329.767 $ | -9.781.693 $ | -39,0 % | 25.111.460 $ | |||||
| ROYAL BANK OF CANADA | 14.656.000 $ | -1.289.000 $ | -8,1 % | 15.945.000 $ | -8.221.000 $ | -34,0 % | 24.166.000 $ | |||||
| Ironwood Investment Counsel, LLC | 18.220.900 $ | -210.026 $ | -1,1 % | 18.430.926 $ | -4.114.602 $ | -18,3 % | 22.545.528 $ | |||||
| FLOW TRADERS U.S. LLC | 21.644.000 $ | |||||||||||
| COMMONWEALTH EQUITY SERVICES, LLC | 11.658.023 $ | -1.937.508 $ | -14,3 % | 13.595.531 $ | -7.236.129 $ | -34,7 % | 20.831.660 $ | |||||
| Mariner, LLC | 13.441.391 $ | -6.326.186 $ | -32,0 % | 19.767.577 $ | -1.047.996 $ | -5,0 % | 20.815.573 $ | |||||
| Focus Financial Network, Inc. | 12.065.780 $ | -8.643.968 $ | -41,7 % | 20.709.748 $ | ||||||||
| Focus Partners Wealth | 14.800.267 $ | -1.489.627 $ | -9,1 % | 16.289.894 $ | -4.192.974 $ | -20,5 % | 20.482.868 $ | |||||
| New England Private Wealth Advisors LLC | 11.273.508 $ | -4.402.734 $ | -28,1 % | 15.676.242 $ | -4.802.839 $ | -23,5 % | 20.479.081 $ | |||||
| Cresset Asset Management, LLC | 13.059.543 $ | -1.346.724 $ | -9,3 % | 14.406.267 $ | -5.912.304 $ | -29,1 % | 20.318.571 $ | |||||
| NBZ Investment Advisors LLC | 6.937.093 $ | -532.462 $ | -7,1 % | 7.469.555 $ | -11.744.856 $ | -61,1 % | 19.214.411 $ | |||||
| Cross Staff Investments Inc | 15.459.461 $ | +30.696 $ | +0,2 % | 15.428.765 $ | -3.544.896 $ | -18,7 % | 18.973.661 $ | |||||
| Lighthouse Wealth Management Inc. | 7.403.809 $ | -1.050.288 $ | -12,4 % | 8.454.097 $ | -9.754.670 $ | -53,6 % | 18.208.767 $ | |||||
| Summit Trail Advisors, LLC | 4.552.266 $ | -1.438.493 $ | -24,0 % | 5.990.759 $ | -12.121.315 $ | -66,9 % | 18.112.074 $ | |||||
| Cetera Investment Advisers | 8.548.656 $ | -3.536.539 $ | -29,3 % | 12.085.195 $ | -5.934.230 $ | -32,9 % | 18.019.425 $ | |||||
| Basepoint Wealth LLC | 10.229.984 $ | -7.502.305 $ | -42,3 % | 17.732.289 $ | ||||||||
| Fiduciary Group, LLC | 9.980.040 $ | -1.684.801 $ | -14,4 % | 11.664.841 $ | -4.213.473 $ | -26,5 % | 15.878.314 $ | |||||
| FMR LLC | 13.416.819 $ | +1.255.633 $ | +10,3 % | 12.161.186 $ | -3.458.299 $ | -22,1 % | 15.619.485 $ | |||||
| Allworth Financial LP | 6.054.512 $ | -4.586.519 $ | -43,1 % | 10.641.031 $ | -4.740.193 $ | -30,8 % | 15.381.224 $ | |||||
| STIFEL FINANCIAL CORP | 4.327.702 $ | -1.230.904 $ | -22,1 % | 5.558.606 $ | -9.711.377 $ | -63,6 % | 15.269.983 $ | |||||
| MORGAN STANLEY | 14.825.489 $ | +2.211.833 $ | +17,5 % | 12.613.656 $ | -1.956.358 $ | -13,4 % | 14.570.014 $ | |||||
| Private Advisor Group, LLC | 5.155.341 $ | -3.576.878 $ | -41,0 % | 8.732.219 $ | -3.230.843 $ | -27,0 % | 11.963.062 $ | |||||
| Rockefeller Capital Management L.P. | 6.205.358 $ | -797.425 $ | -11,4 % | 7.002.783 $ | -4.860.161 $ | -41,0 % | 11.862.944 $ | |||||
| CARY STREET PARTNERS FINANCIAL LLC | 9.518.350 $ | +78.177 $ | +0,8 % | 9.440.173 $ | -2.204.492 $ | -18,9 % | 11.644.665 $ | |||||
| Canal Capital Management, LLC | 355.682 $ | +2.274 $ | +0,6 % | 353.408 $ | -11.126.041 $ | -96,9 % | 11.479.449 $ | |||||
| Stratos Wealth Advisors, LLC | 4.093.981 $ | -41.584 $ | -1,0 % | 4.135.565 $ | -7.149.057 $ | -63,4 % | 11.284.622 $ | |||||
| EQUITABLE TRUST CO | 11.096.764 $ | +5.264.449 $ | +90,3 % | 5.832.315 $ | -4.411.025 $ | -43,1 % | 10.243.340 $ | |||||
| Montz Harcus Wealth Management LLC | 7.936.220 $ | -3.097.302 $ | -28,1 % | 11.033.522 $ | ||||||||
| Cerity Partners LLC | 9.317.740 $ | -1.422.170 $ | -13,2 % | 10.739.910 $ | +1.868.547 $ | +21,1 % | 8.871.363 $ | |||||
| MERCER GLOBAL ADVISORS INC /ADV | 10.361.465 $ | -61.771 $ | -0,6 % | 10.423.236 $ | +6.378.366 $ | +157,7 % | 4.044.870 $ | |||||
| Ausdal Financial Partners, Inc. | 10.290.573 $ | |||||||||||
| Steward Partners Investment Advisory, LLC | 5.605.777 $ | -2.176.122 $ | -28,0 % | 7.781.899 $ | -2.427.900 $ | -23,8 % | 10.209.799 $ | |||||
| Compton Wealth Advisory Group, LLC | 8.264.688 $ | +219.822 $ | +2,7 % | 8.044.866 $ | -2.009.085 $ | -20,0 % | 10.053.951 $ | |||||
| Arete Wealth Advisors, LLC | 8.766.828 $ | +139.223 $ | +1,6 % | 8.627.605 $ | -1.382.388 $ | -13,8 % | 10.009.993 $ | |||||
| ENVESTNET ASSET MANAGEMENT INC | 7.603.457 $ | +76.719 $ | +1,0 % | 7.526.738 $ | -2.335.900 $ | -23,7 % | 9.862.638 $ | |||||
| Capital Advisors, Ltd. LLC | 4.599.000 $ | -2.003.000 $ | -30,3 % | 6.602.000 $ | -3.194.000 $ | -32,6 % | 9.796.000 $ | |||||
| Prospera Financial Services Inc | 1.950.878 $ | -1.045.978 $ | -34,9 % | 2.996.856 $ | -6.797.271 $ | -69,4 % | 9.794.127 $ | |||||
| Janney Montgomery Scott LLC | 2.879.000 $ | -3.928.000 $ | -57,7 % | 6.807.000 $ | -2.819.000 $ | -29,3 % | 9.626.000 $ | |||||
| FFT WEALTH MANAGEMENT LLC | 3.856.530 $ | -1.971.440 $ | -33,8 % | 5.827.970 $ | -3.708.881 $ | -38,9 % | 9.536.851 $ | |||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 826.998 $ | -8.494.632 $ | -91,1 % | 9.321.630 $ | +8.256.044 $ | +774,8 % | 1.065.586 $ | |||||
| Quantinno Capital Management LP | 9.017.354 $ | +2.231.361 $ | +32,9 % | 6.785.993 $ | +1.152.461 $ | +20,5 % | 5.633.532 $ | |||||
| CITADEL ADVISORS LLC | 8.802.448 $ | |||||||||||
| BEACON FINANCIAL PLANNING, INC | 1.858.139 $ | -3.559.884 $ | -65,7 % | 5.418.023 $ | -3.377.874 $ | -38,4 % | 8.795.897 $ | |||||
| Lido Advisors, LLC | 6.707.844 $ | -1.981.700 $ | -22,8 % | 8.689.544 $ | ||||||||
| NewEdge Advisors, LLC | 2.824.071 $ | -771.472 $ | -21,5 % | 3.595.543 $ | -5.092.064 $ | -58,6 % | 8.687.607 $ | |||||
| Kestra Advisory Services, LLC | 6.022.863 $ | -952.756 $ | -13,7 % | 6.975.619 $ | -1.410.644 $ | -16,8 % | 8.386.263 $ | |||||
| Prime Capital Investment Advisors, LLC | 5.255.757 $ | -1.170.327 $ | -18,2 % | 6.426.084 $ | -1.904.954 $ | -22,9 % | 8.331.038 $ | |||||
| Aspire Capital Advisors LLC | 2.338.445 $ | -367.475 $ | -13,6 % | 2.705.920 $ | -5.595.311 $ | -67,4 % | 8.301.231 $ | |||||
| MONETA GROUP INVESTMENT ADVISORS LLC | 6.192.327 $ | -422.696 $ | -6,4 % | 6.615.023 $ | -1.626.528 $ | -19,7 % | 8.241.551 $ | |||||
| Perigon Wealth Management, LLC | 7.134.534 $ | -674.159 $ | -8,6 % | 7.808.693 $ | ||||||||
| TRUIST FINANCIAL CORP | 5.635.693 $ | +120.320 $ | +2,2 % | 5.515.373 $ | -2.227.451 $ | -28,8 % | 7.742.824 $ | |||||
| Capital Planning LLC | 210.522 $ | -2.078 $ | -1,0 % | 212.600 $ | -113.485 $ | -34,8 % | 326.085 $ | -7.123.954 $ | -95,6 % | 7.450.039 $ | ||
| GTS SECURITIES LLC | 7.419.792 $ | +832.885 $ | +12,6 % | 6.586.907 $ | +5.902.000 $ | +861,7 % | 684.907 $ | |||||
| Orion Porfolio Solutions, LLC | 881.644 $ | -6.381.188 $ | -87,9 % | 7.262.832 $ | ||||||||
| Mendel Capital Management LLC | 6.858.106 $ | -372.620 $ | -5,2 % | 7.230.726 $ | ||||||||
| JBR Co Financial Management Inc | 4.251.317 $ | -2.875.712 $ | -40,3 % | 7.127.029 $ | +0 $ | +0,0 % | 7.127.029 $ | |||||
| JPMORGAN CHASE & CO | 1.688.948 $ | -5.406.665 $ | -76,2 % | 7.095.613 $ | +6.255.643 $ | +744,7 % | 839.970 $ | |||||
| SouthState Bank Corp | 7.069.502 $ | +5.898.270 $ | +503,6 % | 1.171.232 $ | -1.233.378 $ | -51,3 % | 2.404.610 $ | |||||
| SIMON QUICK ADVISORS, LLC | 3.745.214 $ | -864.944 $ | -18,8 % | 4.610.158 $ | -2.399.215 $ | -34,2 % | 7.009.373 $ | |||||
| KilterHowling LLC | 209.973 $ | -6.674.276 $ | -96,9 % | 6.884.249 $ | ||||||||
| Annandale Capital, LLC | 3.363.000 $ | -435.000 $ | -11,5 % | 3.798.000 $ | -2.655.000 $ | -41,1 % | 6.453.000 $ | |||||
| BAKER TILLY WEALTH MANAGEMENT, LLC | 819.764 $ | -4.310.386 $ | -84,0 % | 5.130.150 $ | -1.228.906 $ | -19,3 % | 6.359.056 $ | |||||
| Creative Planning | 5.721.422 $ | +48.873 $ | +0,9 % | 5.672.549 $ | -649.559 $ | -10,3 % | 6.322.108 $ | |||||
| Ehrenkranz Partners L.P. | 4.412.710 $ | -1.741.429 $ | -28,3 % | 6.154.139 $ | ||||||||
| Rollins Financial Advisors, LLC | 1.091.672 $ | -1.001.082 $ | -47,8 % | 2.092.754 $ | -4.056.932 $ | -66,0 % | 6.149.686 $ | |||||
| Sargent Investment Group, LLC | 4.104.095 $ | -244.515 $ | -5,6 % | 4.348.610 $ | -1.730.791 $ | -28,5 % | 6.079.401 $ | |||||
| SOL Capital Management CO | 6.011.000 $ | |||||||||||
| Modera Wealth Management, LLC | 4.558.118 $ | -27.941 $ | -0,6 % | 4.586.059 $ | -1.383.344 $ | -23,2 % | 5.969.403 $ | |||||
| Tanglewood Wealth Management, Inc. | 391.691 $ | +2.504 $ | +0,6 % | 389.187 $ | -5.546.805 $ | -93,4 % | 5.935.992 $ | |||||
| IEQ CAPITAL, LLC | 4.360.729 $ | -348.100 $ | -7,4 % | 4.708.829 $ | -1.205.479 $ | -20,4 % | 5.914.308 $ | |||||
| Lynx Investment Advisory | 2.447.378 $ | -2.263.618 $ | -48,0 % | 4.710.996 $ | -1.018.967 $ | -17,8 % | 5.729.963 $ | |||||
| Karras Company, Inc. | 1.937.446 $ | -1.044.880 $ | -35,0 % | 2.982.326 $ | -2.296.339 $ | -43,5 % | 5.278.665 $ | |||||
| CIBC Private Wealth Group LLC | 5.186.034 $ | |||||||||||
| MML INVESTORS SERVICES, LLC | 3.590.006 $ | +368.429 $ | +11,4 % | 3.221.577 $ | -1.929.605 $ | -37,5 % | 5.151.182 $ | |||||
| DAVENPORT & Co LLC | 5.068.570 $ | +423.155 $ | +9,1 % | 4.645.415 $ | -477.766 $ | -9,3 % | 5.123.181 $ | |||||
| Circle Wealth Management, LLC | 1.523.042 $ | +9.735 $ | +0,6 % | 1.513.307 $ | -3.298.533 $ | -68,6 % | 4.811.840 $ | |||||
| VOISARD ASSET MANAGEMENT GROUP, INC. | 1.986.838 $ | -379.991 $ | -16,1 % | 2.366.829 $ | -2.200.725 $ | -48,2 % | 4.567.554 $ | |||||
| Allen Investment Management, LLC | 880.534 $ | -3.580.763 $ | -80,3 % | 4.461.297 $ | ||||||||
| AQR CAPITAL MANAGEMENT LLC | 4.376.642 $ | +3.195.867 $ | +270,7 % | 1.180.775 $ | -394.151 $ | -25,0 % | 1.574.926 $ | |||||
| Vertex Planning Partners, LLC | 3.395.011 $ | +18.794 $ | +0,6 % | 3.376.217 $ | -816.161 $ | -19,5 % | 4.192.378 $ | |||||
| Berger Financial Group, Inc | 2.395.944 $ | -574.226 $ | -19,3 % | 2.970.170 $ | -1.198.821 $ | -28,8 % | 4.168.991 $ | |||||
| IHT Wealth Management, LLC | 268.184 $ | -762.497 $ | -74,0 % | 1.030.681 $ | -3.113.544 $ | -75,1 % | 4.144.225 $ | |||||
| Rockbridge Investment Management, LCC | 3.317.461 $ | +21.206 $ | +0,6 % | 3.296.255 $ | -789.604 $ | -19,3 % | 4.085.859 $ | |||||
| JANE STREET GROUP, LLC | 4.053.291 $ | |||||||||||
| BNB Wealth Management, LLC | 2.536.607 $ | -1.491.102 $ | -37,0 % | 4.027.709 $ | ||||||||
| Millburn Ridgefield LLC /DE/ | 3.977.282 $ | +1.929.344 $ | +94,2 % | 2.047.938 $ | -490.575 $ | -19,3 % | 2.538.513 $ | |||||
| Meridian Wealth Management, LLC | 2.585.167 $ | -1.222.230 $ | -32,1 % | 3.807.397 $ | -52.589 $ | -1,4 % | 3.859.986 $ | |||||
| Wealthspire Advisors, LLC | 3.086.776 $ | +61.007 $ | +2,0 % | 3.025.769 $ | -833.557 $ | -21,6 % | 3.859.326 $ | |||||
| Blume Capital Management, Inc. | 2.762.849 $ | -28.107 $ | -1,0 % | 2.790.956 $ | -892.606 $ | -24,2 % | 3.683.562 $ | |||||
| EP Wealth Advisors, LLC | 2.907.259 $ | +24.820 $ | +0,9 % | 2.882.439 $ | -788.610 $ | -21,5 % | 3.671.049 $ | |||||
| Essex Financial Services, Inc. | 3.196.971 $ | +42.632 $ | +1,4 % | 3.154.339 $ | -507.934 $ | -13,9 % | 3.662.273 $ | |||||
| Aptus Capital Advisors, LLC | 2.572.002 $ | -133.759 $ | -4,9 % | 2.705.761 $ | -933.188 $ | -25,6 % | 3.638.949 $ | |||||
| Marion Wealth Management | 2.873.909 $ | -20.051 $ | -0,7 % | 2.893.960 $ | -737.258 $ | -20,3 % | 3.631.218 $ | |||||
| BOKF, NA | 2.944.332 $ | +18.820 $ | +0,6 % | 2.925.512 $ | -700.794 $ | -19,3 % | 3.626.306 $ | |||||
| Pathstone Holdings, LLC | 3.613.993 $ | +2.317.370 $ | +178,7 % | 1.296.623 $ | -396.353 $ | -23,4 % | 1.692.976 $ | |||||
| BTC Capital Management, Inc. | 825.349 $ | +5.276 $ | +0,6 % | 820.073 $ | -2.790.511 $ | -77,3 % | 3.610.584 $ | |||||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 2.487.909 $ | -171.345 $ | -6,4 % | 2.659.254 $ | -885.788 $ | -25,0 % | 3.545.042 $ | |||||
| SCS Capital Management LLC | 2.471.420 $ | -368.739 $ | -13,0 % | 2.840.159 $ | -680.479 $ | -19,3 % | 3.520.638 $ | |||||
| Calamos Wealth Management LLC | 2.378.604 $ | +37.243 $ | +1,6 % | 2.341.361 $ | -1.176.919 $ | -33,5 % | 3.518.280 $ | |||||
| Harfst & Associates, Inc. | 3.512.778 $ | |||||||||||
| Equitable Holdings, Inc. | 1.183.637 $ | -1.140.879 $ | -49,1 % | 2.324.516 $ | -1.140.439 $ | -32,9 % | 3.464.955 $ | |||||
| Wedmont Private Capital | 1.802.539 $ | -478.879 $ | -21,0 % | 2.281.418 $ | +64.352 $ | +2,9 % | 2.217.066 $ | -1.124.294 $ | -33,6 % | 3.341.360 $ | ||
| BEACON INVESTMENT ADVISORS LLC | 2.593.979 $ | -32.463 $ | -1,2 % | 2.626.442 $ | -631.077 $ | -19,4 % | 3.257.519 $ | |||||
| Live Oak Private Wealth LLC | 1.133.107 $ | -408.052 $ | -26,5 % | 1.541.159 $ | -1.711.609 $ | -52,6 % | 3.252.768 $ | |||||
| Sowell Financial Services LLC | 2.569.499 $ | +125.768 $ | +5,1 % | 2.443.731 $ | -732.849 $ | -23,1 % | 3.176.580 $ | |||||
| Clearstead Advisors, LLC | 566.634 $ | -1.618.556 $ | -74,1 % | 2.185.190 $ | -952.281 $ | -30,4 % | 3.137.471 $ | |||||
| B. Riley Wealth Advisors, Inc. | 3.134.525 $ | |||||||||||
| HB Wealth Management, LLC | 3.124.115 $ | +68.645 $ | +2,2 % | 3.055.470 $ | ||||||||
| TWIN FOCUS CAPITAL PARTNERS, LLC | 2.431.311 $ | -690.830 $ | -22,1 % | 3.122.141 $ | ||||||||
| NORTHERN TRUST CORP | 290.471 $ | -743.539 $ | -71,9 % | 1.034.010 $ | -2.082.039 $ | -66,8 % | 3.116.049 $ | |||||
| Houlihan Financial Resource Group, Ltd. | 2.347.009 $ | -194.548 $ | -7,7 % | 2.541.557 $ | -548.457 $ | -17,7 % | 3.090.014 $ | |||||
| Nicht ausgewiesen | 1.982.657 $ | -114.325 $ | -5,5 % | 2.096.982 $ | -966.200 $ | -31,5 % | 3.063.182 $ | |||||
| Mill Creek Capital Advisors, LLC | 2.431.417 $ | -582.436 $ | -19,3 % | 3.013.853 $ | ||||||||
| S.A. Mason LLC | 2.412.167 $ | +15.419 $ | +0,6 % | 2.396.748 $ | -564.894 $ | -19,1 % | 2.961.642 $ | |||||
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 2.680.972 $ | -262.192 $ | -8,9 % | 2.943.164 $ | ||||||||
| Lafayette Investments, Inc. | 2.330.946 $ | -62.737 $ | -2,6 % | 2.393.683 $ | -527.277 $ | -18,1 % | 2.920.960 $ | |||||
| Pathway Financial Advisers, LLC | 204.301 $ | -2.714.154 $ | -93,0 % | 2.918.455 $ | ||||||||
| Alvarez & Marsal Private Wealth Partners, LLC | 2.884.602 $ | |||||||||||
| Chicago Partners Investment Group LLC | 1.980.920 $ | -65.785 $ | -3,2 % | 2.046.705 $ | -815.379 $ | -28,5 % | 2.862.084 $ | |||||
| Savant Capital, LLC | 2.851.239 $ | +1.427.195 $ | +100,2 % | 1.424.044 $ | -335.948 $ | -19,1 % | 1.759.992 $ | |||||
| Wiser Advisor Group LLC | 2.805.141 $ | |||||||||||
| CAPTRUST FINANCIAL ADVISORS | 2.090.473 $ | +165.200 $ | +8,6 % | 1.925.273 $ | -818.679 $ | -29,8 % | 2.743.952 $ | |||||
| CoreFirst Bank & Trust | 2.704.871 $ | +141.382 $ | +5,5 % | 2.563.489 $ | +131.823 $ | +5,4 % | 2.431.666 $ | |||||
| BANYAN CAPITAL MANAGEMENT, INC. | 2.123.132 $ | +6.172 $ | +0,3 % | 2.116.960 $ | -556.700 $ | -20,8 % | 2.673.660 $ | |||||
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 1.933.031 $ | +4.852 $ | +0,3 % | 1.928.179 $ | -742.271 $ | -27,8 % | 2.670.450 $ | |||||
| SALEM INVESTMENT COUNSELORS INC | 1.846.119 $ | -121.910 $ | -6,2 % | 1.968.029 $ | -524.299 $ | -21,0 % | 2.492.328 $ | |||||
| Parker Investment Management, LLC | 2.480.733 $ | |||||||||||
| SPINNAKER TRUST | 1.862.235 $ | -58.070 $ | -3,0 % | 1.920.305 $ | -524.070 $ | -21,4 % | 2.444.375 $ | |||||
| Caprock Group, LLC | 267.227 $ | -907.629 $ | -77,3 % | 1.174.856 $ | -1.264.605 $ | -51,8 % | 2.439.461 $ | |||||
| Aspect Partners, LLC | 1.455.332 $ | -329.361 $ | -18,5 % | 1.784.693 $ | -621.096 $ | -25,8 % | 2.405.789 $ | |||||
| Evercore Wealth Management, LLC | 904.390 $ | +5.781 $ | +0,6 % | 898.609 $ | -1.469.905 $ | -62,1 % | 2.368.514 $ | |||||
| Visionary Wealth Advisors | 1.441.077 $ | -230.305 $ | -13,8 % | 1.671.382 $ | -676.693 $ | -28,8 % | 2.348.075 $ | |||||
| Calamos Advisors LLC | 2.341.361 $ | |||||||||||
| Integrated Advisors Network LLC | 2.339.756 $ | |||||||||||
| Summit Financial, LLC | 790.137 $ | -1.069.972 $ | -57,5 % | 1.860.109 $ | -429.203 $ | -18,7 % | 2.289.312 $ | |||||
| BALDWIN WEALTH PARTNERS LLC/MA | 1.698.782 $ | -94.207 $ | -5,3 % | 1.792.989 $ | -456.166 $ | -20,3 % | 2.249.155 $ | |||||
| Merit Financial Group, LLC | 1.305.388 $ | -273.717 $ | -17,3 % | 1.579.105 $ | -669.853 $ | -29,8 % | 2.248.958 $ | |||||
| First Pacific Financial | 1.621.285 $ | -175.721 $ | -9,8 % | 1.797.006 $ | -449.856 $ | -20,0 % | 2.246.862 $ | |||||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.208.502 $ | +65.646 $ | +3,1 % | 2.142.856 $ | -93.328 $ | -4,2 % | 2.236.184 $ | |||||
| Sunbelt Securities, Inc. | 1.725.077 $ | -501.149 $ | -22,5 % | 2.226.226 $ | ||||||||
| Clear Creek Financial Management, LLC | 974.122 $ | -584.689 $ | -37,5 % | 1.558.811 $ | -572.491 $ | -26,9 % | 2.131.302 $ | |||||
| RM Financial Services, LLC | 2.072.176 $ | -48.959 $ | -2,3 % | 2.121.135 $ | +406.542 $ | +23,7 % | 1.714.593 $ | |||||
| NorthStar Asset Management LLC /NJ/ | 784.021 $ | -286.826 $ | -26,8 % | 1.070.847 $ | -1.037.985 $ | -49,2 % | 2.108.832 $ | |||||
| OPPENHEIMER & CO INC | 212.281 $ | -13.177 $ | -5,8 % | 225.458 $ | -1.862.411 $ | -89,2 % | 2.087.869 $ | |||||
| FLAGSHIP HARBOR ADVISORS, LLC | 510.520 $ | -727.965 $ | -58,8 % | 1.238.485 $ | -830.844 $ | -40,2 % | 2.069.329 $ | |||||
| Capital Advisors Wealth Management, LLC | 877.430 $ | -16.428 $ | -1,8 % | 893.858 $ | -116.370 $ | -11,5 % | 1.010.228 $ | -1.039.318 $ | -50,7 % | 2.049.546 $ | ||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1.209.700 $ | -252.184 $ | -17,3 % | 1.461.884 $ | -585.369 $ | -28,6 % | 2.047.253 $ | |||||
| Compass Wealth Management, LLC/GA | 1.256.880 $ | -166.529 $ | -11,7 % | 1.423.409 $ | -578.053 $ | -28,9 % | 2.001.462 $ | |||||
| Oak Barrel Wealth Advisory LLC | 569.878 $ | -1.428.243 $ | -71,5 % | 1.998.121 $ | ||||||||
| BIP Wealth, LLC | 1.301.400 $ | -64.878 $ | -4,7 % | 1.366.278 $ | -614.351 $ | -31,0 % | 1.980.629 $ | |||||
| Value Investment Professionals, LLC | 1.055.177 $ | -921.466 $ | -46,6 % | 1.976.643 $ | ||||||||
| Triad Investment Management | 1.946.009 $ | +1.240.620 $ | +175,9 % | 705.389 $ | ||||||||
| Concurrent Investment Advisors, LLC | 942.526 $ | +261.501 $ | +38,4 % | 681.025 $ | -1.245.231 $ | -64,6 % | 1.926.256 $ | |||||
| IFP Advisors, Inc | 1.673.889 $ | -225.170 $ | -11,9 % | 1.899.059 $ | +208.115 $ | +12,3 % | 1.690.944 $ | |||||
| Topsail Wealth Management, LLC | 544.081 $ | -387.982 $ | -41,6 % | 932.063 $ | -950.367 $ | -50,5 % | 1.882.430 $ | |||||
| AMERIPRISE FINANCIAL INC | 293.290 $ | -478.690 $ | -62,0 % | 771.980 $ | -1.081.363 $ | -58,3 % | 1.853.343 $ | |||||
| Koshinski Asset Management, Inc. | 969.122 $ | -397.103 $ | -29,1 % | 1.366.225 $ | -468.579 $ | -25,5 % | 1.834.804 $ | |||||
| SAPIENT CAPITAL LLC | 818.544 $ | -11.114 $ | -1,3 % | 829.658 $ | -70.272 $ | -7,8 % | 899.930 $ | -925.289 $ | -50,7 % | 1.825.219 $ | ||
| MACROVIEW INVESTMENT MANAGEMENT LLC | 1.380.334 $ | -73.041 $ | -5,0 % | 1.453.375 $ | -348.150 $ | -19,3 % | 1.801.525 $ | |||||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1.458.736 $ | +9.324 $ | +0,6 % | 1.449.412 $ | -347.200 $ | -19,3 % | 1.796.612 $ | |||||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 218.165 $ | -1.551.523 $ | -87,7 % | 1.769.688 $ | ||||||||
| Sound View Wealth Advisors Group, LLC | 1.412.992 $ | +9.032 $ | +0,6 % | 1.403.960 $ | -336.313 $ | -19,3 % | 1.740.273 $ | |||||
| Retirement Planning Group, LLC | 1.263.954 $ | -108.719 $ | -7,9 % | 1.372.673 $ | -359.673 $ | -20,8 % | 1.732.346 $ | |||||
| Symphony Financial Services, Inc. | 1.317.393 $ | -365.039 $ | -21,7 % | 1.682.432 $ | ||||||||
| Ballentine Partners, LLC | 1.317.220 $ | +8.420 $ | +0,6 % | 1.308.800 $ | -367.011 $ | -21,9 % | 1.675.811 $ | |||||
| Hilltop Holdings Inc. | 589.983 $ | -396.251 $ | -40,2 % | 986.234 $ | -688.071 $ | -41,1 % | 1.674.305 $ | |||||
| CIBC Bancorp USA Inc. | 1.672.507 $ | +73.953 $ | +4,6 % | 1.598.554 $ | ||||||||
| Medallion Wealth Advisors, LLC | 1.257.873 $ | -57.141 $ | -4,3 % | 1.315.014 $ | -332.171 $ | -20,2 % | 1.647.185 $ | |||||
| Elequin Capital, LP | 1.613.465 $ | |||||||||||
| Longview Financial Advisors, Inc. | 1.269.268 $ | -125.587 $ | -9,0 % | 1.394.855 $ | +30.691 $ | +2,2 % | 1.364.164 $ | -225.109 $ | -14,2 % | 1.589.273 $ | ||
| Empower Advisory Group, LLC | 724.501 $ | -360.034 $ | -33,2 % | 1.084.535 $ | -491.439 $ | -31,2 % | 1.575.974 $ | |||||
| Silver Grove Financial Group, Inc. | 216.486 $ | -18.437 $ | -7,8 % | 234.923 $ | -1.286.549 $ | -84,6 % | 1.521.472 $ | |||||
| Leo Wealth, LLC | 1.504.765 $ | |||||||||||
| STEEL GROVE CAPITAL ADVISORS, LLC | 1.057.683 $ | +6.761 $ | +0,6 % | 1.050.922 $ | -451.288 $ | -30,0 % | 1.502.210 $ | |||||
| RFG Advisory, LLC | 831.253 $ | -292.919 $ | -26,1 % | 1.124.172 $ | -369.128 $ | -24,7 % | 1.493.300 $ | |||||
| Envision Financial Transparency, LLC | 1.476.000 $ | |||||||||||
| LexAurum Advisors, LLC | 1.288.315 $ | -170.292 $ | -11,7 % | 1.458.607 $ | ||||||||
| Tradition Wealth Management, LLC | 1.082.523 $ | -56.183 $ | -4,9 % | 1.138.706 $ | -313.978 $ | -21,6 % | 1.452.684 $ | |||||
| MONECO ADVISORS, LLC | 1.044.918 $ | -58.960 $ | -5,3 % | 1.103.878 $ | -342.190 $ | -23,7 % | 1.446.068 $ | |||||
| COMERICA BANK | 1.435.652 $ | |||||||||||
| J.W. COLE ADVISORS, INC. | 999.812 $ | -412.977 $ | -29,2 % | 1.412.789 $ | ||||||||
| Joel Isaacson & Co., LLC | 973.271 $ | -76.119 $ | -7,3 % | 1.049.390 $ | -305.160 $ | -22,5 % | 1.354.550 $ | |||||
| FORBES J M & CO LLP | 880.720 $ | +5.630 $ | +0,6 % | 875.090 $ | -448.998 $ | -33,9 % | 1.324.088 $ | |||||
| CWM, LLC | 980.632 $ | -315.368 $ | -24,3 % | 1.296.000 $ | ||||||||
| FIFTH THIRD BANCORP | 1.288.209 $ | +261.598 $ | +25,5 % | 1.026.611 $ | +906.073 $ | +751,7 % | 120.538 $ | |||||
| BECKER CAPITAL MANAGEMENT INC | 1.035.291 $ | +6.618 $ | +0,6 % | 1.028.673 $ | -247.397 $ | -19,4 % | 1.276.070 $ | |||||
| Frontier Asset Management, LLC | 761.574 $ | +4.868 $ | +0,6 % | 756.706 $ | -505.279 $ | -40,0 % | 1.261.985 $ | |||||
| Whitcomb & Hess, Inc. | 825.813 $ | -30.865 $ | -3,6 % | 856.678 $ | -62.014 $ | -6,8 % | 918.692 $ | -303.017 $ | -24,8 % | 1.221.709 $ | ||
| Apollon Wealth Management, LLC | 643.010 $ | -248.724 $ | -27,9 % | 891.734 $ | -325.105 $ | -26,7 % | 1.216.839 $ | |||||
| Mittelman Wealth Management | 897.762 $ | -308.211 $ | -25,6 % | 1.205.973 $ | ||||||||
| JOHNSON INVESTMENT COUNSEL INC | 831.360 $ | -139.336 $ | -14,4 % | 970.696 $ | -232.461 $ | -19,3 % | 1.203.157 $ | |||||
| Sanctuary Advisors, LLC | 524.515 $ | -48.757 $ | -8,5 % | 573.272 $ | -622.154 $ | -52,0 % | 1.195.426 $ | |||||
| Marble Wealth, LLC | 899.553 $ | -33.937 $ | -3,6 % | 933.490 $ | -258.006 $ | -21,7 % | 1.191.496 $ | |||||
| Founders Financial Alliance, LLC | 863.646 $ | +5.520 $ | +0,6 % | 858.126 $ | -321.840 $ | -27,3 % | 1.179.966 $ | |||||
| INDEPENDENT FINANCIAL GROUP, LLC | 769.575 $ | -192.876 $ | -20,0 % | 962.451 $ | -211.750 $ | -18,0 % | 1.174.201 $ | |||||
| Parallel Advisors, LLC | 856.519 $ | -83.048 $ | -8,8 % | 939.567 $ | -225.070 $ | -19,3 % | 1.164.637 $ | |||||
| Grange Capital, LLC | 1.162.671 $ | |||||||||||
| Compound Planning, Inc. | 877.316 $ | +323 $ | +0,0 % | 876.993 $ | -283.844 $ | -24,5 % | 1.160.837 $ | |||||
| Empowered Funds, LLC | 1.160.427 $ | |||||||||||
| IFG Advisory, LLC | 1.027.366 $ | +847.412 $ | +470,9 % | 179.954 $ | -977.607 $ | -84,5 % | 1.157.561 $ | |||||
| GOLDMAN SACHS GROUP INC | 507.699 $ | -362.265 $ | -41,6 % | 869.964 $ | -258.773 $ | -22,9 % | 1.128.737 $ | |||||
| PDS Planning, Inc | 901.783 $ | -2.375 $ | -0,3 % | 904.158 $ | -216.587 $ | -19,3 % | 1.120.745 $ | |||||
| Objectivity Squared, LLC | 217.161 $ | -898.605 $ | -80,5 % | 1.115.766 $ | ||||||||
| Capital Analysts, LLC | 732.000 $ | -50.000 $ | -6,4 % | 782.000 $ | -333.000 $ | -29,9 % | 1.115.000 $ | |||||
| Royal Fund Management, LLC | 1.084.650 $ | |||||||||||
| ODonnell Financial Services, LLC | 729.501 $ | -142.418 $ | -16,3 % | 871.919 $ | -208.865 $ | -19,3 % | 1.080.784 $ | |||||
| ARS Wealth Advisors Group, LLC | 764.687 $ | +4.888 $ | +0,6 % | 759.799 $ | -305.983 $ | -28,7 % | 1.065.782 $ | |||||
| Farther Finance Advisors, LLC | 825.055 $ | -95.345 $ | -10,4 % | 920.400 $ | -10.335 $ | -1,1 % | 930.735 $ | -85.784 $ | -8,4 % | 1.016.519 $ | ||
| MATHER GROUP, LLC. | 592.962 $ | -419.274 $ | -41,4 % | 1.012.236 $ | ||||||||
| ZWJ INVESTMENT COUNSEL INC | 630.940 $ | -214.079 $ | -25,3 % | 845.019 $ | -166.193 $ | -16,4 % | 1.011.212 $ | |||||
| Carnegie Investment Counsel | 988.217 $ | |||||||||||
| LongView Wealth Management | 444.030 $ | -261.485 $ | -37,1 % | 705.515 $ | -270.773 $ | -27,7 % | 976.288 $ | |||||
| WINEBRENNER CAPITAL MANAGEMENT LLC | 691.188 $ | -81.929 $ | -10,6 % | 773.117 $ | -10.966 $ | -1,4 % | 784.083 $ | -191.426 $ | -19,6 % | 975.509 $ | ||
| HALL CAPITAL MANAGEMENT CO INC | 761.734 $ | -24.873 $ | -3,2 % | 786.607 $ | -185.103 $ | -19,0 % | 971.710 $ | |||||
| Kingsview Wealth Management, LLC | 327.278 $ | -244.665 $ | -42,8 % | 571.943 $ | -399.243 $ | -41,1 % | 971.186 $ | |||||
| HRT FINANCIAL LP | 970.000 $ | |||||||||||
| Qube Research & Technologies Ltd | 960.718 $ | +742.606 $ | +340,5 % | 218.112 $ | ||||||||
| Cornerstone Wealth Group, LLC | 952.974 $ | |||||||||||
| Mendota Financial Group, LLC | 949.175 $ | |||||||||||
| Clark Wealth Partners | 768.702 $ | +4.913 $ | +0,6 % | 763.789 $ | -182.962 $ | -19,3 % | 946.751 $ | +0 $ | +0,0 % | |||
| Prosperity Consulting Group, LLC | 438.977 $ | -109.395 $ | -19,9 % | 548.372 $ | -395.889 $ | -41,9 % | 944.261 $ | |||||
| Sovran Advisors, LLC | 432.505 $ | -85.027 $ | -16,4 % | 517.532 $ | -421.041 $ | -44,9 % | 938.573 $ | |||||
| Pallas Capital Advisors LLC | 718.863 $ | -17.285 $ | -2,3 % | 736.148 $ | -191.277 $ | -20,6 % | 927.425 $ | |||||
| BlueChip Wealth Advisors LLC | 684.343 $ | -59.151 $ | -8,0 % | 743.494 $ | -183.276 $ | -19,8 % | 926.770 $ | |||||
| ECLECTIC ASSOCIATES INC /ADV | 531.953 $ | -387.637 $ | -42,2 % | 919.590 $ | ||||||||
| MAI Capital Management | 895.295 $ | +454.050 $ | +102,9 % | 441.245 $ | -236.325 $ | -34,9 % | 677.570 $ | |||||
| GREATMARK INVESTMENT PARTNERS, INC. | 619.504 $ | +3.960 $ | +0,6 % | 615.544 $ | -255.346 $ | -29,3 % | 870.890 $ | |||||
| ROVIN CAPITAL /UT/ /ADV | 865.000 $ | |||||||||||
| Pandowealth. LLC | 697.587 $ | +4.459 $ | +0,6 % | 693.128 $ | -166.036 $ | -19,3 % | 859.164 $ | |||||
| Global View Capital Management LLC | 518.177 $ | -101.965 $ | -16,4 % | 620.142 $ | -238.498 $ | -27,8 % | 858.640 $ | |||||
| Arkadios Wealth Advisors | 588.920 $ | -10.240 $ | -1,7 % | 599.160 $ | -256.466 $ | -30,0 % | 855.626 $ | |||||
| Demars Financial Group, LLC | 678.119 $ | +4.334 $ | +0,6 % | 673.785 $ | -161.402 $ | -19,3 % | 835.187 $ | |||||
| Choate Investment Advisors | 834.139 $ | |||||||||||
| Yukon Wealth Management, Inc. | 822.105 $ | |||||||||||
| Modern Wealth Management, LLC | 646.046 $ | +104.870 $ | +19,4 % | 541.176 $ | -275.341 $ | -33,7 % | 816.517 $ | |||||
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 657.482 $ | +4.203 $ | +0,6 % | 653.279 $ | -156.490 $ | -19,3 % | 809.769 $ | |||||
| LOWE BROCKENBROUGH & CO INC | 806.626 $ | |||||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 438.578 $ | -286.709 $ | -39,5 % | 725.287 $ | -78.586 $ | -9,8 % | 803.873 $ | |||||
| Landing Point Financial Group, LLC | 393.262 $ | -141.898 $ | -26,5 % | 535.160 $ | -264.783 $ | -33,1 % | 799.943 $ | |||||
| Ameritas Advisory Services, LLC | 795.563 $ | |||||||||||
| Allen Capital Group, LLC | 513.975 $ | -18.753 $ | -3,5 % | 532.728 $ | -260.336 $ | -32,8 % | 793.064 $ | |||||
| SVB WEALTH LLC | 229.143 $ | +1.412 $ | +0,6 % | 227.731 $ | -551.904 $ | -70,8 % | 779.635 $ | |||||
| WORLD EQUITY GROUP, INC. | 620.939 $ | +3.967 $ | +0,6 % | 616.972 $ | -147.792 $ | -19,3 % | 764.764 $ | |||||
| Dynamic Advisor Solutions LLC | 750.883 $ | +519.347 $ | +224,3 % | 231.536 $ | ||||||||
| Continuum Advisory, LLC | 244.940 $ | -106.460 $ | -30,3 % | 351.400 $ | -396.528 $ | -53,0 % | 747.928 $ | |||||
| Advisory Services Network, LLC | 376.179 $ | -370.168 $ | -49,6 % | 746.347 $ | ||||||||
| WCG Wealth Advisors LLC | 734.631 $ | |||||||||||
| CrossGen Wealth, LLC | 206.005 $ | -17.920 $ | -8,0 % | 223.925 $ | -509.066 $ | -69,5 % | 732.991 $ | |||||
| Clarity Capital Advisors, LLC | 479.827 $ | +3.067 $ | +0,6 % | 476.760 $ | -253.414 $ | -34,7 % | 730.174 $ | |||||
| SageView Advisory Group, LLC | 434.456 $ | +2.777 $ | +0,6 % | 431.679 $ | -289.128 $ | -40,1 % | 720.807 $ | |||||
| R. W. Roge & Company, Inc. | 498.000 $ | -37.000 $ | -6,9 % | 535.000 $ | -184.000 $ | -25,6 % | 719.000 $ | |||||
| Patriot Financial Group Insurance Agency, LLC | 713.600 $ | |||||||||||
| Focus Advisor Solutions, LLC | 383.234 $ | +2.450 $ | +0,6 % | 380.784 $ | -327.510 $ | -46,2 % | 708.294 $ | |||||
| Birch Hill Investment Advisors LLC | 212.760 $ | +1.360 $ | +0,6 % | 211.400 $ | -482.547 $ | -69,5 % | 693.947 $ | |||||
| TIAA TRUST, NATIONAL ASSOCIATION | 77.498 $ | -616.253 $ | -88,8 % | 693.751 $ | ||||||||
| GLENMEDE TRUST CO NA | 562.431 $ | +3.596 $ | +0,6 % | 558.835 $ | -133.867 $ | -19,3 % | 692.702 $ | |||||
| World Investment Advisors | 549.958 $ | +0 $ | +0,0 % | 549.958 $ | -131.740 $ | -19,3 % | 681.698 $ | |||||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 228.664 $ | -242.018 $ | -51,4 % | 470.682 $ | -211.015 $ | -31,0 % | 681.697 $ | |||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 454.775 $ | -80.543 $ | -15,0 % | 535.318 $ | -123.582 $ | -18,8 % | 658.900 $ | |||||
| Brookstone Capital Management | 473.338 $ | -4.479 $ | -0,9 % | 477.817 $ | -174.728 $ | -26,8 % | 652.545 $ | |||||
| SENTINEL TRUST CO LBA | 524.000 $ | +4.000 $ | +0,8 % | 520.000 $ | -125.000 $ | -19,4 % | 645.000 $ | |||||
| Colorado Capital Management, Inc. | 519.000 $ | +3.000 $ | +0,6 % | 516.000 $ | -123.000 $ | -19,2 % | 639.000 $ | |||||
| STOCK YARDS BANK & TRUST CO | 518.709 $ | +3.316 $ | +0,6 % | 515.393 $ | -123.461 $ | -19,3 % | 638.854 $ | |||||
| Golden Reserve Retirement LLC | 630.993 $ | |||||||||||
| Dana Investment Advisors, Inc. | 213.673 $ | -406.379 $ | -65,5 % | 620.052 $ | ||||||||
| AMERIFLEX GROUP, INC. | 540.838 $ | -79.199 $ | -12,8 % | 620.037 $ | ||||||||
| Baird Financial Group, Inc. | 498.762 $ | +67.770 $ | +15,7 % | 430.992 $ | -185.064 $ | -30,0 % | 616.056 $ | |||||
| Integrated Wealth Concepts LLC | 515.837 $ | -2.357 $ | -0,5 % | 518.194 $ | -96.814 $ | -15,7 % | 615.008 $ | |||||
| M&T BANK CORP | 203.026 $ | -165.814 $ | -45,0 % | 368.840 $ | -235.948 $ | -39,0 % | 604.788 $ | |||||
| Indivisible Partners | 216.909 $ | -225.128 $ | -50,9 % | 442.037 $ | -162.686 $ | -26,9 % | 604.723 $ | |||||
| First Heartland Consultants, Inc. | 461.916 $ | -4.560 $ | -1,0 % | 466.476 $ | -5.422 $ | -1,1 % | 471.898 $ | -130.663 $ | -21,7 % | 602.561 $ | ||
| Bleakley Financial Group, LLC | 594.611 $ | |||||||||||
| SP Asset Management LLC | 585.856 $ | |||||||||||
| SENTINEL PENSION ADVISORS, LLC | 443.878 $ | +6.386 $ | +1,5 % | 437.492 $ | -143.516 $ | -24,7 % | 581.008 $ | |||||
| Smithfield Trust Co | 78.000 $ | -389.000 $ | -83,3 % | 467.000 $ | -111.000 $ | -19,2 % | 578.000 $ | |||||
| Rehmann Capital Advisory Group | 464.455 $ | +2.969 $ | +0,6 % | 461.486 $ | -110.547 $ | -19,3 % | 572.033 $ | |||||
| Rockbridge Asset Management LLC | 569.612 $ | +216.204 $ | +61,2 % | 353.408 $ | -32.249 $ | -8,4 % | 385.657 $ | |||||
| CX Institutional | 569.000 $ | +536.000 $ | +1.624,2 % | 33.000 $ | -8.000 $ | -19,5 % | 41.000 $ | |||||
| Apollon Financial, LLC | 309.725 $ | -72.750 $ | -19,0 % | 382.475 $ | -183.335 $ | -32,4 % | 565.810 $ | |||||
| Commerce Advisors, LLC | 554.747 $ | -9.797 $ | -1,7 % | 564.544 $ | ||||||||
| PFG Investments, LLC | 438.552 $ | -31.972 $ | -6,8 % | 470.524 $ | -91.028 $ | -16,2 % | 561.552 $ | |||||
| NWAM LLC | 560.782 $ | +190.832 $ | +51,6 % | 369.950 $ | -186.885 $ | -33,6 % | 556.835 $ | |||||
| MBL Wealth, LLC | 555.722 $ | |||||||||||
| CreativeOne Wealth, LLC | 552.218 $ | |||||||||||
| SlateStone Wealth, LLC | 551.000 $ | |||||||||||
| Roble, Belko & Company, Inc | 170.000 $ | +1.000 $ | +0,6 % | 169.000 $ | -381.000 $ | -69,3 % | 550.000 $ | |||||
| TRUSTMARK BANK TRUST DEPARTMENT | 548.921 $ | |||||||||||
| NOVARE CAPITAL MANAGEMENT LLC | 319.247 $ | -67.615 $ | -17,5 % | 386.862 $ | -160.213 $ | -29,3 % | 547.075 $ | |||||
| Summit Asset Management, LLC | 463.444 $ | +27.220 $ | +6,2 % | 436.224 $ | -103.316 $ | -19,1 % | 539.540 $ | |||||
| Ellenbecker Investment Group | 437.115 $ | +2.794 $ | +0,6 % | 434.321 $ | -104.040 $ | -19,3 % | 538.361 $ | |||||
| SEIZERT CAPITAL PARTNERS, LLC | 436.371 $ | +2.790 $ | +0,6 % | 433.581 $ | -103.863 $ | -19,3 % | 537.444 $ | |||||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 522.060 $ | -10.563 $ | -2,0 % | 532.623 $ | ||||||||
| Russell Investments Group, Ltd. | 519.241 $ | -9.840 $ | -1,9 % | 529.081 $ | ||||||||
| Cornerstone Advisory, LLC | 378.882 $ | -150.046 $ | -28,4 % | 528.928 $ | ||||||||
| ELEVATION POINT WEALTH PARTNERS, LLC | 525.889 $ | +3.361 $ | +0,6 % | 522.528 $ | ||||||||
| HighPoint Advisor Group LLC | 521.786 $ | |||||||||||
| Avidian Wealth Enterprises, LLC | 520.011 $ | |||||||||||
| Walleye Partners, LLC | 518.971 $ | |||||||||||
| HARBOUR INVESTMENTS, INC. | 115.156 $ | -107.131 $ | -48,2 % | 222.287 $ | -289.150 $ | -56,5 % | 511.437 $ | |||||
| MISSION WEALTH MANAGEMENT, LP | 379.778 $ | -23.574 $ | -5,8 % | 403.352 $ | -96.621 $ | -19,3 % | 499.973 $ | |||||
| Wilmington Savings Fund Society, FSB | 492.562 $ | |||||||||||
| AMG National Trust Bank | 205.526 $ | -190.690 $ | -48,1 % | 396.216 $ | -94.912 $ | -19,3 % | 491.128 $ | |||||
| KCM INVESTMENT ADVISORS LLC | 289.982 $ | -104.120 $ | -26,4 % | 394.102 $ | -94.406 $ | -19,3 % | 488.508 $ | |||||
| Beacon Pointe Advisors, LLC | 484.402 $ | +1.722 $ | +0,4 % | 482.680 $ | ||||||||
| Intelligent Financial Strategies | 149.996 $ | +959 $ | +0,6 % | 149.037 $ | -333.903 $ | -69,1 % | 482.940 $ | |||||
| TWO SIGMA SECURITIES, LLC | 475.519 $ | +194.885 $ | +69,4 % | 280.634 $ | ||||||||
| KINGSWOOD WEALTH ADVISORS, LLC | 376.958 $ | -96.895 $ | -20,4 % | 473.853 $ | ||||||||
| Independent Advisor Alliance | 473.785 $ | |||||||||||
| EVOKE WEALTH, LLC | 382.053 $ | -91.519 $ | -19,3 % | 473.572 $ | ||||||||
| Destination Wealth Management | 391.798 $ | +2.505 $ | +0,6 % | 389.293 $ | -83.427 $ | -17,6 % | 472.720 $ | |||||
| US BANCORP \DE\ | 410.467 $ | +160.011 $ | +63,9 % | 250.456 $ | -216.761 $ | -46,4 % | 467.217 $ | |||||
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 375.894 $ | +2.403 $ | +0,6 % | 373.491 $ | -89.468 $ | -19,3 % | 462.959 $ | |||||
| JMG Financial Group, Ltd. | 244.019 $ | -218.410 $ | -47,2 % | 462.429 $ | +212.496 $ | +85,0 % | ||||||
| StoneX Group Inc. | 461.217 $ | +110.136 $ | +31,4 % | 351.081 $ | ||||||||
| ROMANO BROTHERS AND COMPANY | 366.692 $ | +2.344 $ | +0,6 % | 364.348 $ | -87.278 $ | -19,3 % | 451.626 $ | |||||
| EverSource Wealth Advisors, LLC | 77.551 $ | -168.624 $ | -68,5 % | 246.175 $ | -205.320 $ | -45,5 % | 451.495 $ | |||||
| Ayrshire Capital Management LLC | 285.126 $ | -166.238 $ | -36,8 % | 451.364 $ | ||||||||
| Hardy Reed LLC | 296.269 $ | -65.701 $ | -18,2 % | 361.970 $ | -86.708 $ | -19,3 % | 448.678 $ | |||||
| Strategic Wealth Partners, Ltd. | 289.673 $ | -41.221 $ | -12,5 % | 330.894 $ | -114.836 $ | -25,8 % | 445.730 $ | |||||
| BLB&B Advisors, LLC | 361.692 $ | +2.312 $ | +0,6 % | 359.380 $ | -86.088 $ | -19,3 % | 445.468 $ | |||||
| EVERGREEN CAPITAL MANAGEMENT LLC | 281.642 $ | -110.981 $ | -28,3 % | 392.623 $ | -49.767 $ | -11,2 % | 442.390 $ | |||||
| Crusonia Wealth Advisors LLC | 229.210 $ | -206.431 $ | -47,4 % | 435.641 $ | ||||||||
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 319.778 $ | -9.847 $ | -3,0 % | 329.625 $ | -104.510 $ | -24,1 % | 434.135 $ | |||||
| AdvisorNet Financial, Inc | 345.097 $ | -16.978 $ | -4,7 % | 362.075 $ | -70.488 $ | -16,3 % | 432.563 $ | |||||
| Pure Financial Advisors, LLC | 348.660 $ | +2.228 $ | +0,6 % | 346.432 $ | -82.986 $ | -19,3 % | 429.418 $ | |||||
| SILVER OAK SECURITIES, INCORPORATED | 187.176 $ | -239.500 $ | -56,1 % | 426.676 $ | ||||||||
| Gateway Wealth Partners, LLC | 425.760 $ | +161.886 $ | +61,3 % | 263.874 $ | ||||||||
| Valmark Advisers, Inc. | 343.102 $ | -82.189 $ | -19,3 % | 425.291 $ | ||||||||
| Uniting Wealth Partners, LLC | 291.428 $ | -2.101 $ | -0,7 % | 293.529 $ | -128.290 $ | -30,4 % | 421.819 $ | |||||
| Wealthcare Advisory Partners LLC | 338.346 $ | -81.049 $ | -19,3 % | 419.395 $ | ||||||||
| 4J Wealth Management LLC | 418.216 $ | |||||||||||
| Long Island Wealth Management, Inc. | 363.713 $ | +27.006 $ | +8,0 % | 336.707 $ | -80.657 $ | -19,3 % | 417.364 $ | |||||
| WEATHERLY ASSET MANAGEMENT L. P. | 335.151 $ | +2.143 $ | +0,6 % | 333.008 $ | -79.771 $ | -19,3 % | 412.779 $ | |||||
| Private Wealth Asset Management, LLC | 401.159 $ | +2.564 $ | +0,6 % | 398.595 $ | ||||||||
| Insight Advisors, LLC/ PA | 322.651 $ | +2.063 $ | +0,6 % | 320.588 $ | -77.582 $ | -19,5 % | 398.170 $ | |||||
| CHAPIN DAVIS, INC. | 316.547 $ | -3.125 $ | -1,0 % | 319.672 $ | +2.043 $ | +0,6 % | 317.629 $ | -76.086 $ | -19,3 % | 393.715 $ | ||
| Navis Wealth Advisors, LLC | 316.836 $ | -75.896 $ | -19,3 % | 392.732 $ | ||||||||
| IAM Advisory, LLC | 389.510 $ | +2.489 $ | +0,6 % | 387.021 $ | ||||||||
| Falcon Wealth Planning | 273.024 $ | -41.064 $ | -13,1 % | 314.088 $ | -75.238 $ | -19,3 % | 389.326 $ | |||||
| Bluespring Wealth Management, LLC | 388.819 $ | +158.223 $ | +68,6 % | 230.596 $ | ||||||||
| Charter Capital Management, LLC\DE | 315.417 $ | +2.016 $ | +0,6 % | 313.401 $ | -75.073 $ | -19,3 % | 388.474 $ | |||||
| BANK OF MONTREAL /CAN/ | 288.768 $ | -19.982 $ | -6,5 % | 308.750 $ | -77.407 $ | -20,0 % | 386.157 $ | |||||
| VALLEY NATIONAL ADVISERS INC | 312.173 $ | +2.173 $ | +0,7 % | 310.000 $ | -74.000 $ | -19,3 % | 384.000 $ | |||||
| Annex Advisory Services, LLC | 383.713 $ | +7.738 $ | +2,1 % | 375.975 $ | ||||||||
| Hudson Value Partners, LLC | 355.050 $ | -22.464 $ | -6,0 % | 377.514 $ | ||||||||
| Elevation Advisory Partners LLC | 368.319 $ | |||||||||||
| Clearstead Trust, LLC | 295.843 $ | +1.891 $ | +0,6 % | 293.952 $ | -73.691 $ | -20,0 % | 367.643 $ | |||||
| Claris Financial LLC | 269.271 $ | -96.144 $ | -26,3 % | 365.415 $ | ||||||||
| ARKANSAS FINANCIAL GROUP, INC. | 295.683 $ | -890 $ | -0,3 % | 296.573 $ | -67.597 $ | -18,6 % | 364.170 $ | |||||
| Sigma Planning Corp | 360.371 $ | |||||||||||
| Garde Capital, Inc. | 291.269 $ | +1.862 $ | +0,6 % | 289.407 $ | -69.326 $ | -19,3 % | 358.733 $ | |||||
| Covenant Partners, LLC | 358.537 $ | |||||||||||
| Aspire Growth Partners LLC | 290.790 $ | +1.859 $ | +0,6 % | 288.931 $ | -69.212 $ | -19,3 % | 358.143 $ | |||||
| Meridian Financial Partners LLC | 357.782 $ | +17.258 $ | +5,1 % | 340.524 $ | ||||||||
| Evernest Financial Advisors, LLC | 325.097 $ | -3.853 $ | -1,2 % | 328.950 $ | -28.317 $ | -7,9 % | 357.267 $ | |||||
| SANDERS MORRIS HARRIS LLC | 283.910 $ | -73.274 $ | -20,5 % | 357.184 $ | ||||||||
| Capital Planning Advisors, LLC | 287.504 $ | -68.870 $ | -19,3 % | 356.374 $ | ||||||||
| Mutual Advisors, LLC | 352.313 $ | |||||||||||
| APPLETON PARTNERS INC/MA | 279.000 $ | +1.000 $ | +0,4 % | 278.000 $ | -66.000 $ | -19,2 % | 344.000 $ | |||||
| Evanson Asset Management, LLC | 275.243 $ | -65.933 $ | -19,3 % | 341.176 $ | ||||||||
| SeaCrest Wealth Management, LLC | 276.748 $ | +1.769 $ | +0,6 % | 274.979 $ | -66.026 $ | -19,4 % | 341.005 $ | |||||
| Capital Investment Advisors, LLC | 225.100 $ | -45.175 $ | -16,7 % | 270.275 $ | -64.743 $ | -19,3 % | 335.018 $ | |||||
| Cascades Capital Asset Management, LLC | 223.292 $ | -40.430 $ | -15,3 % | 263.722 $ | -69.920 $ | -21,0 % | 333.642 $ | |||||
| CORA CAPITAL ADVISORS LLC | 270.578 $ | +1.730 $ | +0,6 % | 268.848 $ | -64.401 $ | -19,3 % | 333.249 $ | |||||
| ALTFEST L J & CO INC | 269.141 $ | +1.720 $ | +0,6 % | 267.421 $ | -64.060 $ | -19,3 % | 331.481 $ | |||||
| LGL PARTNERS, LLC | 330.039 $ | |||||||||||
| Cornerstone Financial Group, LLC /NE/ | 258.078 $ | -10.677 $ | -4,0 % | 268.755 $ | -60.564 $ | -18,4 % | 329.319 $ | |||||
| LYELL WEALTH MANAGEMENT, LP | 324.275 $ | |||||||||||
| East Coast Asset Management, LLC. | 259.142 $ | +1.657 $ | +0,6 % | 257.485 $ | -62.793 $ | -19,6 % | 320.278 $ | |||||
| Abound Wealth Management | 258.610 $ | +1.653 $ | +0,6 % | 256.957 $ | -61.553 $ | -19,3 % | 318.510 $ | |||||
| NICOLET ADVISORY SERVICES, LLC | 315.307 $ | |||||||||||
| Meridian Wealth Advisors, LLC | 313.453 $ | |||||||||||
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 312.396 $ | |||||||||||
| Weinberger Asset Management, Inc | 309.526 $ | |||||||||||
| Legacy Advisors, LLC | 249.558 $ | -59.780 $ | -19,3 % | 309.338 $ | ||||||||
| PRIVATE TRUST CO NA | 309.140 $ | |||||||||||
| THRIVENT FINANCIAL FOR LUTHERANS | 307.000 $ | -2.000 $ | -0,6 % | 309.000 $ | ||||||||
| Csenge Advisory Group | 308.487 $ | |||||||||||
| GREAT VALLEY ADVISOR GROUP, INC. | 213.382 $ | -3.864 $ | -1,8 % | 217.246 $ | -90.089 $ | -29,3 % | 307.335 $ | |||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 304.991 $ | +282.160 $ | +1.235,9 % | 22.831 $ | +1.213 $ | +5,6 % | 21.618 $ | |||||
| Klingman & Associates, LLC | 246.802 $ | +1.578 $ | +0,6 % | 245.224 $ | -58.743 $ | -19,3 % | 303.967 $ | |||||
| Owen LaRue, LLC | 246.217 $ | +1.574 $ | +0,6 % | 244.643 $ | -58.603 $ | -19,3 % | 303.246 $ | |||||
| Breakwater Capital Group | 255.589 $ | -2.524 $ | -1,0 % | 258.113 $ | -45.122 $ | -14,9 % | 303.235 $ | |||||
| Fourth Dimension Wealth, LLC | 125.794 $ | -65.259 $ | -34,2 % | 191.053 $ | -108.787 $ | -36,3 % | 299.840 $ | |||||
| A&I FINANCIAL SERVICES, LLC | 239.355 $ | +1.530 $ | +0,6 % | 237.825 $ | -56.970 $ | -19,3 % | 294.795 $ | |||||
| DHJJ Financial Advisors, Ltd. | 197.816 $ | +1.265 $ | +0,6 % | 196.551 $ | -94.641 $ | -32,5 % | 291.192 $ | |||||
| FLYWHEEL PRIVATE WEALTH LLC | 290.524 $ | +1.857 $ | +0,6 % | 288.667 $ | +29.116 $ | +11,2 % | 259.551 $ | |||||
| FIRST AMERICAN TRUST, FSB | 289.816 $ | |||||||||||
| Archer Investment Corp | 287.120 $ | +144.478 $ | +101,3 % | 142.642 $ | -34.169 $ | -19,3 % | 176.811 $ | |||||
| Goldstone Financial Group, LLC | 286.475 $ | |||||||||||
| Cynosure Group, LLC | 231.642 $ | +1.480 $ | +0,6 % | 230.162 $ | -55.134 $ | -19,3 % | 285.296 $ | |||||
| Strengthening Families & Communities, LLC | 283.658 $ | |||||||||||
| D.A. DAVIDSON & CO. | 280.841 $ | |||||||||||
| Wealth Care LLC | 277.385 $ | +1.772 $ | +0,6 % | 275.613 $ | ||||||||
| Evanson Financial, LLC | 277.014 $ | |||||||||||
| Rossby Financial, LCC | 103.029 $ | -20.605 $ | -16,7 % | 123.634 $ | -151.574 $ | -55,1 % | 275.208 $ | |||||
| JB Capital LLC | 222.334 $ | +1.421 $ | +0,6 % | 220.913 $ | -52.919 $ | -19,3 % | 273.832 $ | |||||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 217.547 $ | -4.908 $ | -2,2 % | 222.455 $ | -45.481 $ | -17,0 % | 267.936 $ | |||||
| HBW ADVISORY SERVICES LLC | 263.940 $ | |||||||||||
| FENIMORE ASSET MANAGEMENT INC | 212.102 $ | -2.094 $ | -1,0 % | 214.196 $ | +1.369 $ | +0,6 % | 212.827 $ | -50.982 $ | -19,3 % | 263.809 $ | ||
| Welch Group, LLC | 213.718 $ | +1.366 $ | +0,6 % | 212.352 $ | -50.868 $ | -19,3 % | 263.220 $ | |||||
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 228.291 $ | +1.459 $ | +0,6 % | 226.832 $ | -36.168 $ | -13,8 % | 263.000 $ | |||||
| MGB Wealth Management, LLC | 261.057 $ | |||||||||||
| LEGACY SOLUTIONS, LLC | 209.153 $ | -2.064 $ | -1,0 % | 211.217 $ | +1.350 $ | +0,6 % | 209.867 $ | -50.273 $ | -19,3 % | 260.140 $ | ||
| Black Diamond Financial, LLC | 258.509 $ | +1.653 $ | +0,6 % | 256.856 $ | ||||||||
| Gilliland Jeter Wealth Management LLC | 209.781 $ | +1.341 $ | +0,6 % | 208.440 $ | -49.931 $ | -19,3 % | 258.371 $ | |||||
| Financial Strategies Group, Inc. | 210.574 $ | +3.959 $ | +1,9 % | 206.615 $ | -49.357 $ | -19,3 % | 255.972 $ | |||||
| JHP Wealth Management, LLC | 206.115 $ | -49.374 $ | -19,3 % | 255.489 $ | ||||||||
| Conservest Capital Advisors, Inc. | 255.424 $ | |||||||||||
| HBK Sorce Advisory LLC | 251.839 $ | +18.197 $ | +7,8 % | 233.642 $ | -13.336 $ | -5,4 % | 246.978 $ | |||||
| Stegent Equity Advisors, Inc. | 200.952 $ | -46.545 $ | -18,8 % | 247.497 $ | ||||||||
| Larson Financial Group LLC | 161.591 $ | -21.111 $ | -11,6 % | 182.702 $ | -63.026 $ | -25,6 % | 245.728 $ | |||||
| Hamilton Point Investment Advisors, LLC | 244.483 $ | |||||||||||
| COLDSTREAM CAPITAL MANAGEMENT INC | 243.304 $ | |||||||||||
| BENJAMIN EDWARDS INC | 242.843 $ | |||||||||||
| GWN SECURITIES INC. | 233.265 $ | |||||||||||
| JM2 Capital Inc. | 233.216 $ | |||||||||||
| Vision Retirement, LLC | 185.527 $ | +1.186 $ | +0,6 % | 184.341 $ | -44.158 $ | -19,3 % | 228.499 $ | |||||
| LIBERTY WEALTH MANAGEMENT LLC | 227.647 $ | |||||||||||
| Clarkston Capital Partners, LLC | 227.647 $ | |||||||||||
| AE Wealth Management LLC | 227.516 $ | |||||||||||
| Advisory Solutions Group, LLC | 225.632 $ | |||||||||||
| MMA ASSET MANAGEMENT LLC | 207.973 $ | -17.168 $ | -7,6 % | 225.141 $ | ||||||||
| IRON Financial LLC | 223.979 $ | |||||||||||
| American Trust | 220.959 $ | |||||||||||
| MLG Wealth Management DBA Pine Grove Financial Group | 219.327 $ | |||||||||||
| NICOLET BANKSHARES INC | 215.438 $ | |||||||||||
| Midwest Trust Co | 208.771 $ | -4.902 $ | -2,3 % | 213.673 $ | ||||||||
| Abacus Planning Group, Inc. | 212.645 $ | |||||||||||
| TOTH FINANCIAL ADVISORY CORP | 154.271 $ | -17.746 $ | -10,3 % | 172.017 $ | +1.364 $ | +0,8 % | 170.653 $ | -41.010 $ | -19,4 % | 211.663 $ | ||
| Curran Financial Partners, LLC | 211.335 $ | |||||||||||
| Blue Trust, Inc. | 211.271 $ | +98.859 $ | +87,9 % | 112.412 $ | -31.907 $ | -22,1 % | 144.319 $ | |||||
| FineMark National Bank & Trust | 207.011 $ | |||||||||||
| Essential Investment Partners LLC | 165.896 $ | -39.740 $ | -19,3 % | 205.636 $ | ||||||||
| Strategic Wealth Advisors LLC | 205.000 $ | +40.000 $ | +24,2 % | 165.000 $ | -40.000 $ | -19,5 % | 205.000 $ | |||||
| Marshall Financial Group, LLC | 204.326 $ | |||||||||||
| ARTHUR M. COHEN & ASSOCIATES, LLC | 203.736 $ | |||||||||||
| NATURAL INVESTMENTS, LLC | 203.000 $ | |||||||||||
| Coordinated Financial Services, Inc. | 202.557 $ | |||||||||||
| QRG CAPITAL MANAGEMENT, INC. | 202.282 $ | |||||||||||
| HM PAYSON & CO | 160.634 $ | +1.027 $ | +0,6 % | 159.607 $ | -38.234 $ | -19,3 % | 197.841 $ | |||||
| BELLEVUE ASSET MANAGEMENT, LLC | 196.590 $ | +1.257 $ | +0,6 % | 195.333 $ | ||||||||
| Stephens Consulting, LLC | 195.941 $ | |||||||||||
| CoreCap Advisors, LLC | 152.283 $ | -41.518 $ | -21,4 % | 193.801 $ | ||||||||
| Global Retirement Partners, LLC | 128.773 $ | -62.975 $ | -32,8 % | 191.748 $ | ||||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 118.621 $ | -19.084 $ | -13,9 % | 137.705 $ | -46.640 $ | -25,3 % | 184.345 $ | |||||
| ARMSTRONG ADVISORY GROUP, INC | 136.995 $ | -1.353 $ | -1,0 % | 138.348 $ | +885 $ | +0,6 % | 137.463 $ | -32.929 $ | -19,3 % | 170.392 $ | ||
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 57.624 $ | -43.074 $ | -42,8 % | 100.698 $ | -64.240 $ | -38,9 % | 164.938 $ | |||||
| IMA Advisory Services, Inc. | 164.463 $ | |||||||||||
| LGT Financial Advisors LLC | 132.443 $ | +846 $ | +0,6 % | 131.597 $ | -31.523 $ | -19,3 % | 163.120 $ | |||||
| MassMutual Private Wealth & Trust, FSB | 154.428 $ | -1.525 $ | -1,0 % | 155.953 $ | ||||||||
| Richardson Capital Management LLC | 121.699 $ | +778 $ | +0,6 % | 120.921 $ | -28.966 $ | -19,3 % | 149.887 $ | |||||
| TOMPKINS FINANCIAL CORP | 141.524 $ | -1.398 $ | -1,0 % | 142.922 $ | +914 $ | +0,6 % | 142.008 $ | |||||
| Provenance Wealth Advisors, LLC | 136.645 $ | +873 $ | +0,6 % | 135.772 $ | ||||||||
| Annis Gardner Whiting Capital Advisors, LLC | 134.134 $ | |||||||||||
| Compass Financial Services Inc | 133.313 $ | |||||||||||
| Meramec Financial Planners, LLC | 131.089 $ | +47.063 $ | +56,0 % | 84.026 $ | -2.147 $ | -2,5 % | 86.173 $ | |||||
| SIGNATUREFD, LLC | 30.052 $ | -100.247 $ | -76,9 % | 130.299 $ | ||||||||
| Stone House Investment Management, LLC | 127.230 $ | |||||||||||
| LANARK FINANCIAL, INC. | 66.966 $ | -38.734 $ | -36,6 % | 105.700 $ | -16.410 $ | -13,4 % | 122.110 $ | |||||
| Evolution Advisers, Inc. | 113.000 $ | |||||||||||
| JONES FINANCIAL COMPANIES LLLP | 107.896 $ | +99.511 $ | +1.186,8 % | 8.385 $ | ||||||||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 104.093 $ | +666 $ | +0,6 % | 103.427 $ | ||||||||
| Glassman Wealth Services | 84.306 $ | +539 $ | +0,6 % | 83.767 $ | -20.066 $ | -19,3 % | 103.833 $ | |||||
| Arax Advisory Partners | 35.904 $ | -59.385 $ | -62,3 % | 95.289 $ | -8.152 $ | -7,9 % | 103.441 $ | |||||
| Cassaday & Co Wealth Management LLC | 102.125 $ | +653 $ | +0,6 % | 101.472 $ | ||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 101.061 $ | +43.772 $ | +76,4 % | 57.289 $ | -16.672 $ | -22,5 % | 73.961 $ | |||||
| Midway Capital Research & Management | 96.912 $ | +619 $ | +0,6 % | 96.293 $ | ||||||||
| Keating Financial Advisory Services, Inc. | 19.713 $ | -74.228 $ | -79,0 % | 93.941 $ | ||||||||
| Orion Capital Management LLC | 57.445 $ | -9.093 $ | -13,7 % | 66.538 $ | -25.176 $ | -27,5 % | 91.714 $ | |||||
| Pacific Center for Financial Services | 91.062 $ | +582 $ | +0,6 % | 90.480 $ | ||||||||
| Winch Advisory Services, LLC | 73.881 $ | +472 $ | +0,6 % | 73.409 $ | -17.584 $ | -19,3 % | 90.993 $ | |||||
| Kohmann Bosshard Financial Services, LLC | 87.718 $ | |||||||||||
| Root Financial Partners, LLC | 37.048 $ | -49.753 $ | -57,3 % | 86.801 $ | ||||||||
| Heritage Wealth Advisors | 44.467 $ | -22.917 $ | -34,0 % | 67.384 $ | -16.141 $ | -19,3 % | 83.525 $ | |||||
| Tradewinds Capital Management, LLC | 63.722 $ | +407 $ | +0,6 % | 63.315 $ | -15.166 $ | -19,3 % | 78.481 $ | |||||
| ALBION FINANCIAL GROUP /UT | 60.424 $ | +386 $ | +0,6 % | 60.038 $ | -14.382 $ | -19,3 % | 74.420 $ | |||||
| Lummis Asset Management, LP | 58.349 $ | +373 $ | +0,6 % | 57.976 $ | -13.888 $ | -19,3 % | 71.864 $ | |||||
| ORG Partners LLC | 69.374 $ | |||||||||||
| BlackRock, Inc. | 68.987 $ | |||||||||||
| First Command Advisory Services, Inc. | 55.477 $ | -9.370 $ | -14,4 % | 64.847 $ | ||||||||
| Nicht ausgewiesen | 64.318 $ | |||||||||||
| Salomon & Ludwin, LLC | 48.347 $ | +1.089 $ | +2,3 % | 47.258 $ | -13.924 $ | -22,8 % | 61.182 $ | |||||
| LifeSteps Financial, Inc. | 58.349 $ | |||||||||||
| Acumen Wealth Advisors, LLC | 45.504 $ | -10.901 $ | -19,3 % | 56.405 $ | ||||||||
| Ascentis Independent Advisors | 55.968 $ | |||||||||||
| Financial Freedom, LLC | 44.024 $ | -10.546 $ | -19,3 % | 54.570 $ | ||||||||
| ROTHSCHILD INVESTMENT LLC | 42.126 $ | +269 $ | +0,6 % | 41.857 $ | -10.027 $ | -19,3 % | 51.884 $ | |||||
| WOLFF WIESE MAGANA LLC | 42.127 $ | +269 $ | +0,6 % | 41.858 $ | -10.026 $ | -19,3 % | 51.884 $ | |||||
| Nicht ausgewiesen | 41.902 $ | +267 $ | +0,6 % | 41.635 $ | -9.973 $ | -19,3 % | 51.608 $ | |||||
| VANGUARD ADVISERS INC | 51.328 $ | |||||||||||
| Millstone Evans Group, LLC | 41.488 $ | +265 $ | +0,6 % | 41.223 $ | -9.875 $ | -19,3 % | 51.098 $ | |||||
| MCF Advisors LLC | 50.318 $ | +12.160 $ | +31,9 % | 38.158 $ | -9.141 $ | -19,3 % | 47.299 $ | |||||
| Johnson Financial Group, Inc. | 37.180 $ | +237 $ | +0,6 % | 36.943 $ | -8.849 $ | -19,3 % | 45.792 $ | |||||
| FIRST HORIZON CORP | 6.064 $ | -29.927 $ | -83,2 % | 35.991 $ | -8.621 $ | -19,3 % | 44.612 $ | |||||
| Asset Dedication, LLC | 33.824 $ | -8.103 $ | -19,3 % | 41.927 $ | ||||||||
| GoalVest Advisory LLC | 9.586 $ | -25.253 $ | -72,5 % | 34.839 $ | -4.429 $ | -11,3 % | 39.268 $ | |||||
| Avalon Trust Co | 30.744 $ | +196 $ | +0,6 % | 30.548 $ | -7.317 $ | -19,3 % | 37.865 $ | |||||
| Sound Income Strategies, LLC | 29.986 $ | -6.020 $ | -16,7 % | 36.006 $ | ||||||||
| Quattro Advisors LLC | 34.000 $ | |||||||||||
| ELEVATION WEALTH PARTNERS, LLC | 25.493 $ | -251 $ | -1,0 % | 25.744 $ | +164 $ | +0,6 % | 25.580 $ | -6.127 $ | -19,3 % | 31.707 $ | ||
| Creative Capital Management Investments LLC | 25.318 $ | +161 $ | +0,6 % | 25.157 $ | -6.026 $ | -19,3 % | 31.183 $ | |||||
| Avion Wealth | 25.000 $ | +0 $ | +0,0 % | 25.000 $ | -6.000 $ | -19,4 % | 31.000 $ | |||||
| Financial Avengers, Inc. | 24.521 $ | +157 $ | +0,6 % | 24.364 $ | -5.836 $ | -19,3 % | 30.200 $ | |||||
| Plante Moran Financial Advisors, LLC | 28.084 $ | |||||||||||
| Cornerstone Planning Group LLC | 17.832 $ | -6.450 $ | -26,6 % | 24.282 $ | -3.113 $ | -11,4 % | 27.395 $ | |||||
| UMB Bank, n.a. | 26.435 $ | +169 $ | +0,6 % | 26.266 $ | ||||||||
| TRUST CO OF VERMONT | 23.510 $ | |||||||||||
| Princeton Global Asset Management LLC | 18.085 $ | +116 $ | +0,6 % | 17.969 $ | -4.304 $ | -19,3 % | 22.273 $ | |||||
| Hurley Capital, LLC | 17.606 $ | +113 $ | +0,6 % | 17.493 $ | -4.191 $ | -19,3 % | 21.684 $ | |||||
| Golden State Wealth Management, LLC | 17.074 $ | +109 $ | +0,6 % | 16.965 $ | -4.064 $ | -19,3 % | 21.029 $ | |||||
| TD Capital Management LLC | 16.383 $ | +105 $ | +0,6 % | 16.278 $ | -3.899 $ | -19,3 % | 20.177 $ | |||||
| Merkkuri Wealth Advisors LLC | 19.819 $ | |||||||||||
| HARBOR INVESTMENT ADVISORY, LLC | 19.627 $ | +125 $ | +0,6 % | 19.502 $ | ||||||||
| Harbor Asset Planning, Inc. | 14.627 $ | +93 $ | +0,6 % | 14.534 $ | -3.481 $ | -19,3 % | 18.015 $ | |||||
| Westside Investment Management, Inc. | 13.775 $ | +83 $ | +0,6 % | 13.692 $ | -3.227 $ | -19,1 % | 16.919 $ | |||||
| Owl Creek Wealth Partners LLC | 15.319 $ | |||||||||||
| Kozak & Associates, Inc. | 11.965 $ | +177 $ | +1,5 % | 11.788 $ | -2.780 $ | -19,1 % | 14.568 $ | |||||
| Byrne Asset Management LLC | 6.093 $ | -5.290 $ | -46,5 % | 11.383 $ | +73 $ | +0,6 % | 11.310 $ | -2.709 $ | -19,3 % | 14.019 $ | ||
| TIAA Wealth Investment Management LLC | 13.469 $ | |||||||||||
| ST GERMAIN D J CO INC | 12.393 $ | +79 $ | +0,6 % | 12.314 $ | ||||||||
| NFSG Corp | 9.787 $ | +63 $ | +0,6 % | 9.724 $ | -2.330 $ | -19,3 % | 12.054 $ | |||||
| Key FInancial Inc | 10.875 $ | |||||||||||
| Sankala Group LLC | 10.772 $ | +1.379 $ | +14,7 % | 9.393 $ | -824 $ | -8,1 % | 10.217 $ | |||||
| KERR FINANCIAL PLANNING Corp | 9.309 $ | -99 $ | -1,1 % | 9.408 $ | -613 $ | -6,1 % | 10.021 $ | -1.065 $ | -9,6 % | |||
| REAP Financial Group, LLC | 9.761 $ | |||||||||||
| CENTRAL TRUST Co | 7.766 $ | +49 $ | +0,6 % | 7.717 $ | -1.848 $ | -19,3 % | 9.565 $ | |||||
| WHITTIER TRUST CO | 7.774 $ | +318 $ | +4,3 % | 7.456 $ | -1.867 $ | -20,0 % | 9.323 $ | |||||
| Addison Advisors LLC | 6.977 $ | -1.671 $ | -19,3 % | 8.648 $ | ||||||||
| Atlantic Union Bankshares Corp | 6.551 $ | |||||||||||
| Physician Wealth Advisors, Inc. | 4.894 $ | +31 $ | +0,6 % | 4.863 $ | -1.164 $ | -19,3 % | 6.027 $ | |||||
| THOMPSON INVESTMENT MANAGEMENT, INC. | 5.830 $ | |||||||||||
| Hickory Point Bank & Trust | 5.745 $ | +37 $ | +0,6 % | 5.708 $ | ||||||||
| FINANCIAL CONSULATE, INC | 4.256 $ | +28 $ | +0,7 % | 4.228 $ | -1.013 $ | -19,3 % | 5.241 $ | |||||
| JDM Financial Group LLC | 5.213 $ | +34 $ | +0,7 % | 5.179 $ | ||||||||
| HAZLETT, BURT & WATSON, INC. | 5.000 $ | |||||||||||
| Portus Wealth Advisors, LLC | 4.651 $ | |||||||||||
| Pinnacle Wealth Planning Services, Inc. | 2.553 $ | +16 $ | +0,6 % | 2.537 $ | -607 $ | -19,3 % | 3.144 $ | |||||
| Motiv8 Investments LLC | 3.000 $ | |||||||||||
| Investors Portfolio Services LLC | 2.234 $ | +14 $ | +0,6 % | 2.220 $ | -532 $ | -19,3 % | 2.752 $ | |||||
| Horizons Wealth Management | 2.107 $ | -7 $ | -0,3 % | 2.114 $ | ||||||||
| CITIGROUP INC | 264 $ | |||||||||||
| SHP Wealth Management | 66 $ | |||||||||||
| 10.495.174 $ | -373.415 $ | +64,9 % | 2.108.663.137 $ | -707.108.018 $ | +0,3 % | 2.813.821.312 $ | -1.622.710.703 $ | -17,1 % | 4.372.943.928 $ | +211.431 $ | +25,1 % | |