| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 298.286.203 $ | +35.123.581 $ | +19,3 % | 263.951.641 $ | -33.320.275 $ | +66,0 % | 296.643.677 $ | +8.417.686 $ | +45,9 % | 292.995.766 $ | +6.357.480 $ | +8,6 % | |
| RAYMOND JAMES FINANCIAL INC | 42.785.510 $ | +7.008.776 $ | +19,6 % | 35.776.734 $ | -3.411.108 $ | -8,7 % | 39.187.842 $ | +2.343.524 $ | +6,4 % | 36.844.318 $ | +1.455.512 $ | +4,1 % |
| MORGAN STANLEY | 32.388.521 $ | +3.289.376 $ | +11,3 % | 29.099.145 $ | -3.314.733 $ | -10,2 % | 32.413.878 $ | +653.305 $ | +2,1 % | 31.760.573 $ | +1.372.531 $ | +4,5 % |
| WELLS FARGO & COMPANY/MN | 22.134.493 $ | +528.407 $ | +2,4 % | 21.606.086 $ | -3.680.306 $ | -14,6 % | 25.286.392 $ | +758.276 $ | +3,1 % | 24.528.116 $ | +1.865.564 $ | +8,2 % |
| GUGGENHEIM CAPITAL LLC | 22.718.405 $ | +2.615.220 $ | +13,0 % | 20.103.185 $ | -1.680.955 $ | -7,7 % | 21.784.140 $ | +2.990.046 $ | +15,9 % | 18.794.094 $ | +184.452 $ | +1,0 % |
| Invesco Ltd. | 22.314.062 $ | +6.212.764 $ | +38,6 % | 16.101.298 $ | -4.723.664 $ | -22,7 % | 20.824.962 $ | -899.683 $ | -4,1 % | 21.724.645 $ | +1.164.298 $ | +5,7 % |
| LPL Financial LLC | 18.257.653 $ | +3.164.410 $ | +21,0 % | 15.093.243 $ | -2.597.022 $ | -14,7 % | 17.690.265 $ | +1.189.905 $ | +7,2 % | 16.500.360 $ | +1.967.177 $ | +13,5 % |
| STIFEL FINANCIAL CORP | 10.638.307 $ | +743.467 $ | +7,5 % | 9.894.840 $ | -837.504 $ | -7,8 % | 10.732.344 $ | +602.663 $ | +5,9 % | 10.129.681 $ | +317.169 $ | +3,2 % |
| Waterfront Wealth Inc. | 8.203.333 $ | +982.717 $ | +13,6 % | 7.220.616 $ | -165.113 $ | -2,2 % | 7.385.729 $ | -832.977 $ | -10,1 % | 8.218.706 $ | +2.078.763 $ | +33,9 % |
| ROYAL BANK OF CANADA | 7.668.000 $ | +139.000 $ | +1,8 % | 7.529.000 $ | -578.000 $ | -7,1 % | 8.107.000 $ | +499.000 $ | +6,6 % | 7.608.000 $ | -7.302.000 $ | -49,0 % |
| Advisors Asset Management, Inc. | 1.152.056 $ | -1.398.438 $ | -54,8 % | 2.550.494 $ | -3.144.569 $ | -55,2 % | 5.695.063 $ | -982.239 $ | -14,7 % | 6.677.302 $ | -2.613.290 $ | -28,1 % |
| UBS Group AG | 6.183.369 $ | -145.530 $ | -2,3 % | 6.328.899 $ | -309.395 $ | -4,7 % | 6.638.294 $ | +832.782 $ | +14,3 % | 5.805.512 $ | -127.665 $ | -2,2 % |
| Janney Montgomery Scott LLC | 5.920.000 $ | +481.000 $ | +8,8 % | 5.439.000 $ | -592.000 $ | -9,8 % | 6.031.000 $ | +191.000 $ | +3,3 % | 5.840.000 $ | +2.704.000 $ | +86,2 % |
| Boothe Investment Group, Inc. | 5.740.472 $ | +929.850 $ | +19,3 % | 4.810.622 $ | -194.494 $ | -3,9 % | 5.005.116 $ | +480.472 $ | +10,6 % | 4.524.644 $ | +248.876 $ | +5,8 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.499.367 $ | +56.213 $ | +3,9 % | 1.443.154 $ | -4.178.283 $ | -74,3 % | 5.621.437 $ | +37.437 $ | +0,7 % | 5.584.000 $ | +226.000 $ | +4,2 % |
| BANK OF AMERICA CORP /DE/ | 5.362.213 $ | +423.655 $ | +8,6 % | 4.938.558 $ | -488.237 $ | -9,0 % | 5.426.795 $ | +52.631 $ | +1,0 % | 5.374.164 $ | -252.781 $ | -4,5 % |
| OSAIC HOLDINGS, INC. | 5.236.059 $ | +837.286 $ | +19,0 % | 4.398.773 $ | -445.068 $ | -9,2 % | 4.843.841 $ | +1.026.659 $ | +26,9 % | 3.817.182 $ | +246.508 $ | +6,9 % |
| Cerity Partners LLC | 3.313.097 $ | -342.859 $ | -9,4 % | 3.655.956 $ | -454.716 $ | -11,1 % | 4.110.672 $ | +179.802 $ | +4,6 % | 3.930.870 $ | +479.650 $ | +13,9 % |
| Steward Partners Investment Advisory, LLC | 4.101.574 $ | +620.650 $ | +17,8 % | 3.480.924 $ | +903.892 $ | +35,1 % | 2.577.032 $ | +59.288 $ | +2,4 % | 2.517.744 $ | +75.623 $ | +3,1 % |
| NorthCoast Asset Management LLC | 3.477.142 $ | -414.992 $ | -10,7 % | |||||||||
| Shaker Financial Services, LLC | 2.286.637 $ | +471.825 $ | +26,0 % | 1.814.812 $ | +894.474 $ | +97,2 % | 920.338 $ | -2.436.625 $ | -72,6 % | 3.356.963 $ | -2.225.326 $ | -39,9 % |
| Hennion & Walsh Asset Management, Inc. | 2.086.270 $ | -75.428 $ | -3,5 % | 2.161.698 $ | -241.236 $ | -10,0 % | 2.402.934 $ | -591.031 $ | -19,7 % | 2.993.965 $ | +178.591 $ | +6,3 % |
| AMERIPRISE FINANCIAL INC | 2.387.657 $ | +153.273 $ | +6,9 % | 2.234.384 $ | -507.475 $ | -18,5 % | 2.741.859 $ | +27.233 $ | +1,0 % | 2.714.626 $ | +103.590 $ | +4,0 % |
| Baird Financial Group, Inc. | 2.641.788 $ | +260.789 $ | +11,0 % | 2.380.999 $ | -171.871 $ | -6,7 % | 2.552.870 $ | +119.799 $ | +4,9 % | 2.433.071 $ | +76.416 $ | +3,2 % |
| Cetera Investment Advisers | 2.384.294 $ | +368.643 $ | +18,3 % | 2.015.651 $ | -299.232 $ | -12,9 % | 2.314.883 $ | +239.544 $ | +11,5 % | 2.075.339 $ | +276.002 $ | +15,3 % |
| Cambridge Investment Research Advisors, Inc. | 2.308.000 $ | +1.279.000 $ | +124,3 % | 1.029.000 $ | -118.000 $ | -10,3 % | 1.147.000 $ | +53.000 $ | +4,8 % | 1.094.000 $ | -11.000 $ | -1,0 % |
| Allspring Global Investments Holdings, LLC | 1.776.910 $ | +176.391 $ | +11,0 % | 1.600.519 $ | -34.544 $ | -2,1 % | 1.635.063 $ | +27.640 $ | +1,7 % | 1.607.423 $ | +156.993 $ | +10,8 % |
| Focus Partners Wealth | 1.662.310 $ | |||||||||||
| Sanctuary Advisors, LLC | 943.803 $ | +224.496 $ | +31,2 % | 719.307 $ | -71.763 $ | -9,1 % | 791.070 $ | -712.850 $ | -47,4 % | 1.503.920 $ | +744.872 $ | +98,1 % |
| TWO SIGMA INVESTMENTS, LP | 1.423.428 $ | +747.566 $ | +110,6 % | |||||||||
| Capital Investment Advisory Services, LLC | 1.397.670 $ | +151.985 $ | +12,2 % | 1.245.685 $ | ||||||||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1.354.238 $ | -79.337 $ | -5,5 % | |||||||||
| Shulman DeMeo Asset Management LLC | 1.234.929 $ | +117.943 $ | +10,6 % | 1.116.986 $ | -166.404 $ | -13,0 % | 1.283.390 $ | +48.468 $ | +3,9 % | 1.234.922 $ | +16.443 $ | +1,3 % |
| ENVESTNET ASSET MANAGEMENT INC | 402.880 $ | +98.100 $ | +32,2 % | 304.780 $ | -28.088 $ | -8,4 % | 332.868 $ | -920.438 $ | -73,4 % | 1.253.306 $ | +889.016 $ | +244,0 % |
| NewEdge Advisors, LLC | 1.249.509 $ | +117.519 $ | +10,4 % | 1.131.990 $ | -86.284 $ | -7,1 % | 1.218.274 $ | +437.476 $ | +56,0 % | 780.798 $ | +383.468 $ | +96,5 % |
| WOLVERINE ASSET MANAGEMENT LLC | 893.446 $ | -352.153 $ | -28,3 % | 1.245.599 $ | +972.090 $ | +355,4 % | ||||||
| Waverly Advisors, LLC | 1.219.308 $ | +107.194 $ | +9,6 % | 1.112.114 $ | +86.280 $ | +8,4 % | 1.025.834 $ | +30.291 $ | +3,0 % | 995.543 $ | +10.539 $ | +1,1 % |
| &PARTNERS | 1.213.204 $ | +87.408 $ | +7,8 % | 1.125.796 $ | +163.723 $ | +17,0 % | 962.073 $ | +52.078 $ | +5,7 % | 909.995 $ | +108.497 $ | +13,5 % |
| IHT Wealth Management, LLC | 1.098.159 $ | +109.409 $ | +11,1 % | 988.750 $ | -146.564 $ | -12,9 % | 1.135.314 $ | -18.093 $ | -1,6 % | 1.153.407 $ | +18.912 $ | +1,7 % |
| PMG Family Office LLC | 912.930 $ | +115.718 $ | +14,5 % | 797.212 $ | -62.510 $ | -7,3 % | 859.722 $ | -275.047 $ | -24,2 % | 1.134.769 $ | ||
| KINGSWOOD WEALTH ADVISORS, LLC | 1.068.184 $ | +95.555 $ | +9,8 % | 972.629 $ | -78.703 $ | -7,5 % | 1.051.332 $ | -33.323 $ | -3,1 % | 1.084.655 $ | +37.493 $ | +3,6 % |
| Centurion Wealth Management LLC | 1.014.587 $ | +37.428 $ | +3,8 % | 977.159 $ | -96.548 $ | -9,0 % | 1.073.707 $ | +37.859 $ | +3,7 % | 1.035.848 $ | +25.810 $ | +2,6 % |
| Calamos Advisors LLC | 663.660 $ | +105.730 $ | +19,0 % | 557.930 $ | -500.768 $ | -47,3 % | 1.058.698 $ | +288.766 $ | +37,5 % | 769.932 $ | +363.446 $ | +89,4 % |
| MERCER GLOBAL ADVISORS INC /ADV | 389.655 $ | -194.367 $ | -33,3 % | 584.022 $ | -426.649 $ | -42,2 % | 1.010.671 $ | +58.515 $ | +6,1 % | 952.156 $ | +605.259 $ | +174,5 % |
| Kestra Advisory Services, LLC | 875.286 $ | -126.191 $ | -12,6 % | 1.001.477 $ | +456.179 $ | +83,7 % | 545.298 $ | +34.764 $ | +6,8 % | 510.534 $ | -66.805 $ | -11,6 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 706.643 $ | +74.540 $ | +11,8 % | 632.103 $ | -300.292 $ | -32,2 % | 932.395 $ | -51.875 $ | -5,3 % | 984.270 $ | +44.563 $ | +4,7 % |
| Rockefeller Capital Management L.P. | 959.362 $ | +95.615 $ | +11,1 % | 863.747 $ | -61.653 $ | -6,7 % | 925.400 $ | +37.580 $ | +4,2 % | 887.820 $ | -792.658 $ | -47,2 % |
| David J Yvars Group | 931.467 $ | +105.421 $ | +12,8 % | 826.046 $ | -78.420 $ | -8,7 % | 904.466 $ | +46.181 $ | +5,4 % | 858.285 $ | +28.765 $ | +3,5 % |
| WealthTrust Axiom LLC | 930.259 $ | +92.346 $ | +11,0 % | 837.913 $ | -83.597 $ | -9,1 % | 921.510 $ | +24.323 $ | +2,7 % | 897.187 $ | +33.028 $ | +3,8 % |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 908.864 $ | +168.807 $ | +22,8 % | 740.057 $ | -4.103 $ | -0,6 % | 744.160 $ | +36.491 $ | +5,2 % | 707.669 $ | +15.829 $ | +2,3 % |
| Farther Finance Advisors, LLC | 825.107 $ | +67.564 $ | +8,9 % | 757.543 $ | -63.201 $ | -7,7 % | 820.744 $ | +230.404 $ | +39,0 % | 590.340 $ | +28.773 $ | +5,1 % |
| REGIONS FINANCIAL CORP | 622.050 $ | +61.750 $ | +11,0 % | 560.300 $ | -55.900 $ | -9,1 % | 616.200 $ | -203.700 $ | -24,8 % | 819.900 $ | +380.254 $ | +86,5 % |
| Kovack Advisors, Inc. | 804.119 $ | +173.707 $ | +27,6 % | 630.412 $ | -51.200 $ | -7,5 % | 681.612 $ | +590.934 $ | +651,7 % | |||
| PARK AVENUE SECURITIES LLC | 778.000 $ | +80.000 $ | +11,5 % | 698.000 $ | -52.000 $ | -6,9 % | 750.000 $ | +250.000 $ | +50,0 % | 500.000 $ | +40.000 $ | +8,7 % |
| Sheets Smith Investment Management | 723.571 $ | |||||||||||
| PVG ASSET MANAGEMENT CORP | 723.570 $ | |||||||||||
| Stolper Co | 656.000 $ | -53.000 $ | -7,5 % | 709.000 $ | +96.000 $ | +15,7 % | 613.000 $ | +32.000 $ | +5,5 % | 581.000 $ | +15.000 $ | +2,7 % |
| ASHTON THOMAS SECURITIES, LLC | 694.182 $ | +16.161 $ | +2,4 % | 678.021 $ | +16.374 $ | +2,5 % | ||||||
| Private Advisor Group, LLC | 667.313 $ | +223.435 $ | +50,3 % | 443.878 $ | -16.669 $ | -3,6 % | 460.547 $ | +20.010 $ | +4,5 % | 440.537 $ | +27.088 $ | +6,6 % |
| Stratos Wealth Partners, LTD. | 663.287 $ | +72.825 $ | +12,3 % | 590.462 $ | +157.224 $ | +36,3 % | 433.238 $ | -23.142 $ | -5,1 % | 456.380 $ | -87.802 $ | -16,1 % |
| OMC Financial Services LTD | 637.171 $ | +63.251 $ | +11,0 % | 573.920 $ | -57.258 $ | -9,1 % | 631.178 $ | +20.990 $ | +3,4 % | 610.188 $ | +14.736 $ | +2,5 % |
| Concorde Asset Management, LLC | 536.293 $ | -90.382 $ | -14,4 % | 626.675 $ | +98.871 $ | +18,7 % | 527.804 $ | |||||
| WEDBUSH SECURITIES INC | 607.000 $ | +398.000 $ | +190,4 % | 209.000 $ | +6.000 $ | +3,0 % | 203.000 $ | -34.000 $ | -14,3 % | 237.000 $ | +79.000 $ | +50,0 % |
| Wealthspire Advisors, LLC | 581.292 $ | +58.704 $ | +11,2 % | 522.588 $ | -83.137 $ | -13,7 % | 605.725 $ | +131.485 $ | +27,7 % | 474.240 $ | +40.523 $ | +9,3 % |
| HighTower Advisors, LLC | 490.469 $ | +143.651 $ | +41,4 % | 346.818 $ | -219.115 $ | -38,7 % | 565.933 $ | +238.460 $ | +72,8 % | 327.473 $ | +8.098 $ | +2,5 % |
| XTX Topco Ltd | 548.514 $ | +289.018 $ | +111,4 % | 259.496 $ | ||||||||
| Palogic Value Management, L.P. | 545.490 $ | +54.150 $ | +11,0 % | 491.340 $ | -49.020 $ | -9,1 % | 540.360 $ | +21.090 $ | +4,1 % | 519.270 $ | +12.540 $ | +2,5 % |
| Mariner, LLC | 324.922 $ | +32.319 $ | +11,0 % | 292.603 $ | -38.654 $ | -11,7 % | 331.257 $ | -210.998 $ | -38,9 % | 542.255 $ | +272.708 $ | +101,2 % |
| TRUIST FINANCIAL CORP | 539.634 $ | +111.057 $ | +25,9 % | 428.577 $ | -49.584 $ | -10,4 % | 478.161 $ | +29.689 $ | +6,6 % | 448.472 $ | -66.562 $ | -12,9 % |
| MGB Wealth Management, LLC | 539.118 $ | +21.041 $ | +4,1 % | 518.077 $ | +70.297 $ | +15,7 % | ||||||
| JANE STREET GROUP, LLC | 415.013 $ | -124.047 $ | -23,0 % | 539.060 $ | +195.021 $ | +56,7 % | 344.039 $ | +214.878 $ | +166,4 % | 129.161 $ | ||
| WCG Wealth Advisors LLC | 536.003 $ | +53.208 $ | +11,0 % | 482.795 $ | -48.166 $ | -9,1 % | 530.961 $ | +29.101 $ | +5,8 % | 501.860 $ | +7.575 $ | +1,5 % |
| Summit Financial, LLC | 523.460 $ | +55.084 $ | +11,8 % | 468.376 $ | -62.950 $ | -11,8 % | 531.326 $ | +91.486 $ | +20,8 % | 439.840 $ | +122.343 $ | +38,5 % |
| StoneX Group Inc. | 460.987 $ | -54.118 $ | -10,5 % | 515.105 $ | +9.963 $ | +2,0 % | 505.142 $ | +3.318 $ | +0,7 % | 501.824 $ | -17.868 $ | -3,4 % |
| Jackson, Grant Investment Advisers, Inc. | 504.535 $ | +56.643 $ | +12,6 % | 447.892 $ | -37.589 $ | -7,7 % | 485.481 $ | +29.603 $ | +6,5 % | 455.878 $ | +17.483 $ | +4,0 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 438.354 $ | -42.125 $ | -8,8 % | 480.479 $ | -113.053 $ | -19,0 % | ||||||
| Pekin Hardy Strauss, Inc. | 477.332 $ | +159.674 $ | +50,3 % | 317.658 $ | +111.224 $ | +53,9 % | 206.434 $ | |||||
| Avantax Planning Partners, Inc. | 475.002 $ | +47.152 $ | +11,0 % | 427.850 $ | -42.685 $ | -9,1 % | 470.535 $ | +18.364 $ | +4,1 % | 452.171 $ | +10.920 $ | +2,5 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 469.000 $ | +160.000 $ | +51,8 % | 309.000 $ | -31.000 $ | -9,1 % | 340.000 $ | -86.000 $ | -20,2 % | 426.000 $ | -4.000 $ | -0,9 % |
| Investment Partners Asset Management, Inc. | 453.254 $ | +44.994 $ | +11,0 % | 408.260 $ | -40.988 $ | -9,1 % | 449.248 $ | +13.070 $ | +3,0 % | 436.178 $ | +26.536 $ | +6,5 % |
| Mezzasalma Advisors, LLC | 445.359 $ | +50.715 $ | +12,9 % | 394.644 $ | -29.421 $ | -6,9 % | 424.065 $ | +24.367 $ | +6,1 % | 399.698 $ | +16.150 $ | +4,2 % |
| Allworth Financial LP | 443.967 $ | +48.365 $ | +12,2 % | 395.602 $ | -47.413 $ | -10,7 % | 443.015 $ | +27.535 $ | +6,6 % | 415.480 $ | +12.976 $ | +3,2 % |
| MGO ONE SEVEN LLC | 440.174 $ | +352.845 $ | +404,0 % | 87.329 $ | -8.713 $ | -9,1 % | 96.042 $ | +3.749 $ | +4,1 % | 92.293 $ | -198.967 $ | -68,3 % |
| SHUFRO ROSE & CO LLC | 438.900 $ | +43.569 $ | +11,0 % | 395.331 $ | -1.521 $ | -0,4 % | 396.852 $ | +36.838 $ | +10,2 % | 360.014 $ | +0 $ | +0,0 % |
| Cove Private Wealth, LLC | 432.918 $ | +42.975 $ | +11,0 % | 389.943 $ | -38.904 $ | -9,1 % | 428.847 $ | +16.738 $ | +4,1 % | 412.109 $ | +9.952 $ | +2,5 % |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 431.403 $ | +37.219 $ | +9,4 % | 394.184 $ | -30.709 $ | -7,2 % | 424.893 $ | +70.176 $ | +19,8 % | 354.717 $ | +1.193 $ | +0,3 % |
| CWM, LLC | 176.132 $ | -254.868 $ | -59,1 % | 431.000 $ | +363.000 $ | +533,8 % | 68.000 $ | +2.000 $ | +3,0 % | |||
| Claro Advisors Inc. | 328.510 $ | -25.666 $ | -7,2 % | 354.176 $ | -44.815 $ | -11,2 % | 398.991 $ | -31.253 $ | -7,3 % | 430.244 $ | -5.460 $ | -1,3 % |
| Brick & Kyle, Associates | 377.023 $ | +0 $ | +0,0 % | 377.023 $ | -40.977 $ | -9,8 % | 418.000 $ | +15.000 $ | +3,7 % | 403.000 $ | +9.000 $ | +2,3 % |
| D.A. DAVIDSON & CO. | 408.094 $ | +31.891 $ | +8,5 % | 376.203 $ | -32.537 $ | -8,0 % | 408.740 $ | -7.551 $ | -1,8 % | 416.291 $ | +52.521 $ | +14,4 % |
| Saxony Capital Management, LLC | 399.955 $ | +30.308 $ | +8,2 % | 369.647 $ | -36.879 $ | -9,1 % | 406.526 $ | +16.139 $ | +4,1 % | 390.387 $ | +3.401 $ | +0,9 % |
| NWF Advisory Services Inc. | 322.865 $ | +36.121 $ | +12,6 % | 286.744 $ | -45.182 $ | -13,6 % | 331.926 $ | -69.679 $ | -17,4 % | 401.605 $ | +20.356 $ | +5,3 % |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 381.776 $ | +37.898 $ | +11,0 % | 343.878 $ | ||||||||
| SAXON INTERESTS, INC. | 373.779 $ | +1.876 $ | +0,5 % | 371.903 $ | +25.796 $ | +7,5 % | ||||||
| Venture Visionary Partners LLC | 346.874 $ | +34.433 $ | +11,0 % | 312.441 $ | -54.520 $ | -14,9 % | 366.961 $ | +31.440 $ | +9,4 % | 335.521 $ | +8.102 $ | +2,5 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 360.703 $ | +208.207 $ | +136,5 % | 152.496 $ | -71.801 $ | -32,0 % | 224.297 $ | +63.132 $ | +39,2 % | 161.165 $ | -117 $ | -0,1 % |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 360.488 $ | +55.654 $ | +18,3 % | 304.834 $ | -29.330 $ | -8,8 % | 334.164 $ | +14.478 $ | +4,5 % | 319.686 $ | +8.181 $ | +2,6 % |
| BROWN ADVISORY INC | 349.937 $ | +34.738 $ | +11,0 % | 315.199 $ | -31.447 $ | -9,1 % | 346.646 $ | +13.530 $ | +4,1 % | 333.116 $ | +33.016 $ | +11,0 % |
| CENTRAL TRUST Co | 344.520 $ | +34.200 $ | +11,0 % | 310.320 $ | ||||||||
| Integrated Wealth Concepts LLC | 334.572 $ | +75.296 $ | +29,0 % | 259.276 $ | -6.483 $ | -2,4 % | 265.759 $ | +10.879 $ | +4,3 % | 254.880 $ | +9.780 $ | +4,0 % |
| DAVENPORT & Co LLC | 333.753 $ | +49.224 $ | +17,3 % | 284.529 $ | -28.387 $ | -9,1 % | 312.916 $ | +12.213 $ | +4,1 % | 300.703 $ | -2.855 $ | -0,9 % |
| Signal Advisors Wealth, LLC | 331.304 $ | +102.883 $ | +45,0 % | 228.421 $ | ||||||||
| Strong Retirement Solutions LLC | 330.959 $ | +102.538 $ | +44,9 % | 228.421 $ | ||||||||
| LANARK FINANCIAL, INC. | 328.667 $ | +13.318 $ | +4,2 % | 315.349 $ | +16.042 $ | +5,4 % | 299.307 $ | -6.693 $ | -2,2 % | |||
| K2 PRINCIPAL FUND, L.P. | 315.657 $ | +31.335 $ | +11,0 % | 284.322 $ | -28.366 $ | -9,1 % | 312.688 $ | +12.204 $ | +4,1 % | 300.484 $ | +7.256 $ | +2,5 % |
| FIFTH THIRD BANCORP | 300.125 $ | -11.962 $ | -3,8 % | 312.087 $ | ||||||||
| Advisory Services Network, LLC | 183.235 $ | -35.620 $ | -16,3 % | 218.855 $ | -91.205 $ | -29,4 % | 310.060 $ | +9.021 $ | +3,0 % | |||
| EVOLVE PRIVATE WEALTH, LLC | 252.399 $ | -25.656 $ | -9,2 % | 278.055 $ | -28.111 $ | -9,2 % | 306.166 $ | |||||
| COMERICA BANK | 298.175 $ | -6.773 $ | -2,2 % | 304.948 $ | +14.956 $ | +5,2 % | ||||||
| Arax Advisory Partners | 302.718 $ | +164.806 $ | +119,5 % | 137.912 $ | +136.177 $ | +7.848,8 % | 1.735 $ | +67 $ | +4,0 % | 1.668 $ | +41 $ | +2,5 % |
| CAPTRUST FINANCIAL ADVISORS | 197.597 $ | -103.038 $ | -34,3 % | 300.635 $ | +104.896 $ | +53,6 % | 195.739 $ | -48.159 $ | -19,7 % | 243.898 $ | -74.484 $ | -23,4 % |
| Ameritas Advisory Services, LLC | 299.891 $ | +69.912 $ | +30,4 % | 229.979 $ | -22.514 $ | -8,9 % | 252.493 $ | -17.517 $ | -6,5 % | 270.010 $ | +84.043 $ | +45,2 % |
| Kapstone Financial Advisors LLC | 296.058 $ | +29.390 $ | +11,0 % | 266.668 $ | -26.605 $ | -9,1 % | 293.273 $ | +45.836 $ | +18,5 % | 247.437 $ | +25.534 $ | +11,5 % |
| Creative Planning | 281.722 $ | +25.268 $ | +9,9 % | 256.454 $ | +16.060 $ | +6,7 % | 240.394 $ | +102.422 $ | +74,2 % | |||
| MAI Capital Management | 278.024 $ | +220.674 $ | +384,8 % | 57.350 $ | -4.634 $ | -7,5 % | 61.984 $ | +7.476 $ | +13,7 % | 54.508 $ | -7.694 $ | -12,4 % |
| CORRADO ADVISORS, LLC | 270.879 $ | +26.889 $ | +11,0 % | 243.990 $ | -24.342 $ | -9,1 % | 268.332 $ | +10.473 $ | +4,1 % | 257.859 $ | +6.227 $ | +2,5 % |
| Peak Planning Group, LLC | 233.192 $ | -15.900 $ | -6,4 % | 249.092 $ | -20.139 $ | -7,5 % | 269.231 $ | +15.899 $ | +6,3 % | 253.332 $ | -11.814 $ | -4,5 % |
| Wealthspire Retirement, LLC | 267.542 $ | +107.262 $ | +66,9 % | 160.280 $ | ||||||||
| Oder Investment Management, LLC | 211.191 $ | +20.965 $ | +11,0 % | 190.226 $ | -18.979 $ | -9,1 % | 209.205 $ | -57.408 $ | -21,5 % | 266.613 $ | +7.740 $ | +3,0 % |
| Harbour Wealth Management Group, Inc. | 266.031 $ | +29.309 $ | +12,4 % | 236.722 $ | -24.801 $ | -9,5 % | 261.523 $ | |||||
| Corient Private Wealth LP | 117.089 $ | +11.623 $ | +11,0 % | 105.466 $ | -159.690 $ | -60,2 % | 265.156 $ | +124.041 $ | +87,9 % | 141.115 $ | ||
| BENJAMIN EDWARDS INC | 262.274 $ | +26.035 $ | +11,0 % | 236.239 $ | -23.569 $ | -9,1 % | 259.808 $ | +4.821 $ | +1,9 % | 254.987 $ | +72.885 $ | +40,0 % |
| Miller Financial Services LLC | 259.347 $ | |||||||||||
| CFO4Life Group, LLC | 258.260 $ | +30.185 $ | +13,2 % | 228.075 $ | -17.794 $ | -7,2 % | 245.869 $ | +16.982 $ | +7,4 % | 228.887 $ | +10.070 $ | +4,6 % |
| WEALTHSPAN PARTNERS, LLC | 255.985 $ | +25.411 $ | +11,0 % | 230.574 $ | -21.203 $ | -8,4 % | 251.777 $ | +10.858 $ | +4,5 % | 240.919 $ | +8.397 $ | +3,6 % |
| MML INVESTORS SERVICES, LLC | 251.709 $ | +90.751 $ | +56,4 % | 160.958 $ | -18.836 $ | -10,5 % | 179.794 $ | +31.228 $ | +21,0 % | 148.566 $ | +54.566 $ | +58,0 % |
| Western Financial Corp/CA | 239.305 $ | +27.970 $ | +13,2 % | 211.335 $ | -16.489 $ | -7,2 % | 227.824 $ | +14.297 $ | +6,7 % | 213.527 $ | +9.395 $ | +4,6 % |
| CLIENT 1ST ADVISORY GROUP, LLC | 237.000 $ | |||||||||||
| ELCO Management Co., LLC | 232.197 $ | +17.878 $ | +8,3 % | 214.319 $ | -22.330 $ | -9,4 % | 236.649 $ | +21.079 $ | +9,8 % | 215.570 $ | -30.354 $ | -12,3 % |
| Roble, Belko & Company, Inc | 48.000 $ | -161.000 $ | -77,0 % | 209.000 $ | -26.000 $ | -11,1 % | 235.000 $ | +9.000 $ | +4,0 % | 226.000 $ | -17.000 $ | -7,0 % |
| NORTHERN TRUST CORP | 231.901 $ | +13.807 $ | +6,3 % | 218.094 $ | -126 $ | -0,1 % | 218.220 $ | +12.689 $ | +6,2 % | 205.531 $ | +9.053 $ | +4,6 % |
| SeaCrest Wealth Management, LLC | 231.749 $ | +25.508 $ | +12,4 % | 206.241 $ | -7.462 $ | -3,5 % | 213.703 $ | +9.981 $ | +4,9 % | 203.722 $ | +8.936 $ | +4,6 % |
| XML Financial, LLC | 131.903 $ | +13.094 $ | +11,0 % | 118.809 $ | -43.456 $ | -26,8 % | 162.265 $ | -66.660 $ | -29,1 % | 228.925 $ | +70.043 $ | +44,1 % |
| VISTA INVESTMENT PARTNERS II, LLC | 226.785 $ | +22.512 $ | +11,0 % | 204.273 $ | -20.379 $ | -9,1 % | 224.652 $ | +8.239 $ | +3,8 % | 216.413 $ | +5.226 $ | +2,5 % |
| Prairie Wealth Advisors, Inc. | 224.177 $ | +58.988 $ | +35,7 % | 165.189 $ | +11.002 $ | +7,1 % | 154.187 $ | +9.280 $ | +6,4 % | |||
| Widmann Financial Services, Inc. | 218.159 $ | +21.712 $ | +11,1 % | 196.447 $ | -19.538 $ | -9,0 % | 215.985 $ | +8.520 $ | +4,1 % | 207.465 $ | +5.066 $ | +2,5 % |
| Plancorp, LLC | 212.300 $ | +13.640 $ | +6,9 % | 198.660 $ | -9.900 $ | -4,7 % | 208.560 $ | +8.140 $ | +4,1 % | 200.420 $ | +4.840 $ | +2,5 % |
| PRINCIPAL SECURITIES, INC. | 165.865 $ | +1.423 $ | +0,9 % | 164.442 $ | -44.143 $ | -21,2 % | 208.585 $ | +8.983 $ | +4,5 % | 199.602 $ | +889 $ | +0,4 % |
| Founders Financial Alliance, LLC | 206.014 $ | +45.913 $ | +28,7 % | 160.101 $ | +14.604 $ | +10,0 % | 145.497 $ | +618 $ | +0,4 % | 144.879 $ | ||
| Kaydan Wealth Management, Inc. | 205.879 $ | +20.437 $ | +11,0 % | 185.442 $ | -18.501 $ | -9,1 % | 203.943 $ | +7.960 $ | +4,1 % | 195.983 $ | +4.732 $ | +2,5 % |
| Cordgrass Capital Advisors, LLC | 202.300 $ | +20.082 $ | +11,0 % | 182.218 $ | -18.180 $ | -9,1 % | 200.398 $ | +7.822 $ | +4,1 % | 192.576 $ | +4.650 $ | +2,5 % |
| MILLENNIUM MANAGEMENT LLC | 103.742 $ | -96.678 $ | -48,2 % | 200.420 $ | ||||||||
| Blue Trust, Inc. | 199.774 $ | +19.832 $ | +11,0 % | 179.942 $ | -17.953 $ | -9,1 % | 197.895 $ | |||||
| Aurora Private Wealth, Inc. | 198.000 $ | +8.000 $ | +4,2 % | 190.000 $ | +0 $ | +0,0 % | 190.000 $ | +15.000 $ | +8,6 % | |||
| CIBC Private Wealth Group LLC | 195.709 $ | +60.852 $ | +45,1 % | 134.857 $ | +2.002 $ | +1,5 % | ||||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 191.459 $ | +10.661 $ | +5,9 % | 180.798 $ | +18.031 $ | +11,1 % | ||||||
| IPG Investment Advisors LLC | 191.400 $ | +19.000 $ | +11,0 % | 172.400 $ | +20.720 $ | +13,7 % | 151.680 $ | |||||
| Laird Norton Wetherby Wealth Management, LLC | 189.971 $ | +4.587 $ | +2,5 % | |||||||||
| Masso Torrence Wealth Management Inc. | 185.962 $ | +4.490 $ | +2,5 % | |||||||||
| Wealthcare Advisory Partners LLC | 168.899 $ | -14.174 $ | -7,7 % | 183.073 $ | +11.131 $ | +6,5 % | 171.942 $ | +6.487 $ | +3,9 % | |||
| CIBC Bancorp USA Inc. | 182.831 $ | +4.160 $ | +2,3 % | 178.671 $ | ||||||||
| Wharton Business Group, LLC | 181.868 $ | +18.054 $ | +11,0 % | 163.814 $ | -16.344 $ | -9,1 % | 180.158 $ | +7.032 $ | +4,1 % | 173.126 $ | +4.126 $ | +2,4 % |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 181.313 $ | +17.998 $ | +11,0 % | 163.315 $ | -16.293 $ | -9,1 % | 179.608 $ | +7.010 $ | +4,1 % | 172.598 $ | +4.168 $ | +2,5 % |
| BECKER CAPITAL MANAGEMENT INC | 180.022 $ | +17.871 $ | +11,0 % | 162.151 $ | -16.178 $ | -9,1 % | 178.329 $ | +6.960 $ | +4,1 % | 171.369 $ | +4.139 $ | +2,5 % |
| Johnson Bixby & Associates, LLC | 173.600 $ | +17.233 $ | +11,0 % | 156.367 $ | ||||||||
| AXXCESS WEALTH MANAGEMENT, LLC | 173.324 $ | +3.237 $ | +1,9 % | 170.087 $ | +5.488 $ | +3,3 % | 164.599 $ | -181.693 $ | -52,5 % | |||
| WEALTH EFFECTS LLC | 169.485 $ | +12.515 $ | +8,0 % | 156.970 $ | ||||||||
| LEVEL FOUR ADVISORY SERVICES, LLC | 168.693 $ | +18.097 $ | +12,0 % | 150.596 $ | -14.722 $ | -8,9 % | 165.318 $ | +41.159 $ | +33,2 % | 124.159 $ | +3.804 $ | +3,2 % |
| Moors & Cabot, Inc. | 168.432 $ | +16.720 $ | +11,0 % | 151.712 $ | -15.136 $ | -9,1 % | 166.848 $ | +11.978 $ | +7,7 % | 154.870 $ | +3.740 $ | +2,5 % |
| HARBOUR INVESTMENTS, INC. | 166.384 $ | +16.517 $ | +11,0 % | 149.867 $ | +22.901 $ | +18,0 % | 126.966 $ | +125.053 $ | +6.537,0 % | 1.913 $ | -24.846 $ | -92,9 % |
| Wealth Management Associates, Inc. | 153.742 $ | +15.262 $ | +11,0 % | 138.480 $ | -13.816 $ | -9,1 % | 152.296 $ | -11.438 $ | -7,0 % | 163.734 $ | +3.954 $ | +2,5 % |
| Comprehensive Money Management Services LLC | 130.093 $ | -31.494 $ | -19,5 % | 161.587 $ | +6.307 $ | +4,1 % | 155.280 $ | -10.643 $ | -6,4 % | |||
| Logan Stone Capital, LLC | 161.522 $ | |||||||||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 160.734 $ | -218 $ | -0,1 % | 160.952 $ | ||||||||
| Diversify Advisory Services, LLC | 160.734 $ | +63.081 $ | +64,6 % | 97.653 $ | +4.120 $ | +4,4 % | 93.533 $ | +1.648 $ | +1,8 % | |||
| Dakota Wealth Management | 160.483 $ | -122.096 $ | -43,2 % | |||||||||
| GOLDMAN SACHS GROUP INC | 159.617 $ | |||||||||||
| AQR CAPITAL MANAGEMENT LLC | 154.234 $ | +15.312 $ | +11,0 % | 138.922 $ | ||||||||
| Cresset Asset Management, LLC | 152.909 $ | +15.179 $ | +11,0 % | 137.730 $ | -13.741 $ | -9,1 % | 151.471 $ | +5.911 $ | +4,1 % | 145.560 $ | +3.516 $ | +2,5 % |
| Icon Wealth Advisors, LLC | 152.259 $ | +7.272 $ | +5,0 % | 144.987 $ | +9.986 $ | +7,4 % | 135.001 $ | +5.909 $ | +4,6 % | |||
| ENDEAVOR PRIVATE WEALTH, INC. | 133.951 $ | +19.951 $ | +17,5 % | 114.000 $ | -11.373 $ | -9,1 % | 125.373 $ | -23.930 $ | -16,0 % | 149.303 $ | +40.756 $ | +37,5 % |
| Heritage Wealth Management, Inc. | 145.943 $ | +14.488 $ | +11,0 % | 131.455 $ | -13.115 $ | -9,1 % | 144.570 $ | -3.468 $ | -2,3 % | 148.038 $ | +3.575 $ | +2,5 % |
| Creekmur Asset Management LLC | 146.668 $ | +35.528 $ | +32,0 % | |||||||||
| STEPHENS INC /AR/ | 146.452 $ | +3.536 $ | +2,5 % | |||||||||
| TWO SIGMA SECURITIES, LLC | 146.287 $ | |||||||||||
| EAGLE WEALTH STRATEGIES LLC | 144.411 $ | +14.335 $ | +11,0 % | 130.076 $ | -12.977 $ | -9,1 % | 143.053 $ | +5.583 $ | +4,1 % | 137.470 $ | +3.320 $ | +2,5 % |
| World Investment Advisors | 131.881 $ | -12.442 $ | -8,6 % | 144.323 $ | +45.380 $ | +45,9 % | 98.943 $ | |||||
| Iowa State Bank | 140.641 $ | +13.961 $ | +11,0 % | 126.680 $ | -12.638 $ | -9,1 % | 139.318 $ | +5.437 $ | +4,1 % | 133.881 $ | -16.769 $ | -11,1 % |
| GILL CAPITAL PARTNERS, LLC | 119.671 $ | -11.940 $ | -9,1 % | 131.611 $ | -8.528 $ | -6,1 % | 140.139 $ | +3.384 $ | +2,5 % | |||
| KEYBANK NATIONAL ASSOCIATION/OH | 139.570 $ | +44.750 $ | +47,2 % | 94.820 $ | -9.460 $ | -9,1 % | 104.280 $ | +4.069 $ | +4,1 % | 100.211 $ | +2.420 $ | +2,5 % |
| Heritage Wealth Management, Inc./Texas | 133.964 $ | +14.911 $ | +12,5 % | 119.053 $ | -18.043 $ | -13,2 % | 137.096 $ | +9.509 $ | +7,5 % | 127.587 $ | ||
| Marex Group Ltd | 135.636 $ | |||||||||||
| BlackRock, Inc. | 133.980 $ | +13.300 $ | +11,0 % | 120.680 $ | -12.040 $ | -9,1 % | 132.720 $ | +5.180 $ | +4,1 % | 127.540 $ | +3.080 $ | +2,5 % |
| Concurrent Investment Advisors, LLC | 133.001 $ | +13.527 $ | +11,3 % | 119.474 $ | +7.021 $ | +6,2 % | 112.453 $ | +4.915 $ | +4,6 % | 107.538 $ | +2.918 $ | +2,8 % |
| Sterling Financial Planning, Inc. | 132.363 $ | +13.140 $ | +11,0 % | 119.223 $ | -11.895 $ | -9,1 % | 131.118 $ | +5.118 $ | +4,1 % | 126.000 $ | +3.042 $ | +2,5 % |
| COMMERCE BANK | 132.208 $ | +6.071 $ | +4,8 % | 126.137 $ | +3.047 $ | +2,5 % | ||||||
| Ashton Thomas Private Wealth, LLC | 130.924 $ | +9.105 $ | +7,5 % | 121.819 $ | +5.370 $ | +4,6 % | ||||||
| Allen Mooney & Barnes Investment Advisors LLC | 95.700 $ | -22.178 $ | -18,8 % | 117.878 $ | -11.071 $ | -8,6 % | 128.949 $ | +6.058 $ | +4,9 % | 122.891 $ | +3.599 $ | +3,0 % |
| Indivisible Partners | 125.979 $ | +12.505 $ | +11,0 % | 113.474 $ | -11.321 $ | -9,1 % | 124.795 $ | |||||
| Pallas Capital Advisors LLC | 122.602 $ | +2.960 $ | +2,5 % | |||||||||
| TRANSCEND CAPITAL ADVISORS, LLC | 103.766 $ | -16.211 $ | -13,5 % | 119.977 $ | +17.982 $ | +17,6 % | ||||||
| CHOREO, LLC | 98.983 $ | -10.966 $ | -10,0 % | 109.949 $ | -8.882 $ | -7,5 % | 118.831 $ | +2.870 $ | +2,5 % | |||
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 117.095 $ | +11.624 $ | +11,0 % | 105.471 $ | -10.523 $ | -9,1 % | 115.994 $ | +5.139 $ | +4,6 % | 110.855 $ | +2.080 $ | +1,9 % |
| SMITH, MOORE & CO. | 116.305 $ | +11.720 $ | +11,2 % | 104.585 $ | -10.243 $ | -8,9 % | 114.828 $ | +4.766 $ | +4,3 % | 110.062 $ | ||
| SILVERLAKE WEALTH MANAGEMENT LLC | 114.760 $ | +5.453 $ | +5,0 % | 109.307 $ | +3.239 $ | +3,1 % | ||||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 112.687 $ | |||||||||||
| First Heartland Consultants, Inc. | 112.031 $ | +12.781 $ | +12,9 % | 99.250 $ | -8.105 $ | -7,5 % | 107.355 $ | -2.773 $ | -2,5 % | 110.128 $ | +4.491 $ | +4,3 % |
| Perigon Wealth Management, LLC | 111.414 $ | +11.060 $ | +11,0 % | 100.354 $ | ||||||||
| DAYMARK WEALTH PARTNERS, LLC | 111.012 $ | +11.020 $ | +11,0 % | 99.992 $ | -9.976 $ | -9,1 % | 109.968 $ | +4.292 $ | +4,1 % | 105.676 $ | +2.552 $ | +2,5 % |
| DECISION INVESTMENTS, INC | 108.725 $ | +10.793 $ | +11,0 % | 97.932 $ | -9.770 $ | -9,1 % | 107.702 $ | |||||
| Westbourne Investment Advisors, Inc. | 108.141 $ | +10.735 $ | +11,0 % | 97.406 $ | ||||||||
| Atria Investments, Inc | 106.596 $ | |||||||||||
| PFG Investments, LLC | 102.315 $ | |||||||||||
| Yukon Wealth Management, Inc. | 101.048 $ | |||||||||||
| Live Oak Private Wealth LLC | 100.724 $ | +9.998 $ | +11,0 % | 90.726 $ | -9.051 $ | -9,1 % | 99.777 $ | +3.894 $ | +4,1 % | 95.883 $ | +2.316 $ | +2,5 % |
| Cape Investment Advisory, Inc. | 99.461 $ | +9.873 $ | +11,0 % | 89.588 $ | +1.490 $ | +1,7 % | 88.098 $ | +5.483 $ | +6,6 % | |||
| SPIREPOINT PRIVATE CLIENT, LLC | 99.231 $ | +9.850 $ | +11,0 % | 89.381 $ | -8.917 $ | -9,1 % | 98.298 $ | +3.836 $ | +4,1 % | 94.462 $ | -2.786 $ | -2,9 % |
| Dana Investment Advisors, Inc. | 98.858 $ | +9.813 $ | +11,0 % | 89.045 $ | -8.883 $ | -9,1 % | 97.928 $ | +3.822 $ | +4,1 % | 94.106 $ | +2.272 $ | +2,5 % |
| Integrated Advisors Network LLC | 97.963 $ | +11.467 $ | +13,3 % | 86.496 $ | ||||||||
| HB Wealth Management, LLC | 96.549 $ | +10.030 $ | +11,6 % | 86.519 $ | -8.381 $ | -8,8 % | 94.900 $ | |||||
| Institute for Wealth Management, LLC. | 94.389 $ | |||||||||||
| NORTH STAR ASSET MANAGEMENT INC | 88.252 $ | |||||||||||
| Sunbelt Securities, Inc. | 12.413 $ | -1.238 $ | -9,1 % | 13.651 $ | -65.970 $ | -82,9 % | 79.621 $ | -103.649 $ | -56,6 % | |||
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 64.971 $ | -12.515 $ | -16,2 % | 77.486 $ | ||||||||
| CULLEN/FROST BANKERS, INC. | 70.962 $ | +7.045 $ | +11,0 % | 63.917 $ | -6.377 $ | -9,1 % | 70.294 $ | +2.743 $ | +4,1 % | 67.551 $ | +1.632 $ | +2,5 % |
| North Star Investment Management Corp. | 69.538 $ | +6.903 $ | +11,0 % | 62.635 $ | -6.249 $ | -9,1 % | 68.884 $ | +2.689 $ | +4,1 % | 66.195 $ | +1.598 $ | +2,5 % |
| Holos Integrated Wealth LLC | 68.221 $ | +5.907 $ | +9,5 % | 62.314 $ | ||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 60.916 $ | +47.608 $ | +357,7 % | |||||||||
| Hickory Point Bank & Trust | 57.420 $ | +5.700 $ | +11,0 % | 51.720 $ | ||||||||
| AMERIFLEX GROUP, INC. | 33.704 $ | -22.960 $ | -40,5 % | 56.664 $ | ||||||||
| SHP Wealth Management | 50.300 $ | +4.993 $ | +11,0 % | 45.307 $ | -6.966 $ | -13,3 % | 52.273 $ | |||||
| Larson Financial Group LLC | 50.176 $ | +4.981 $ | +11,0 % | 45.195 $ | -4.509 $ | -9,1 % | 49.704 $ | +1.940 $ | +4,1 % | 47.764 $ | ||
| Banque Transatlantique SA | 41.189 $ | +4.089 $ | +11,0 % | 37.100 $ | ||||||||
| Axiom Investment Management LLC | 39.299 $ | +322 $ | +0,8 % | 38.977 $ | ||||||||
| Global Wealth Strategies & Associates | 37.010 $ | |||||||||||
| OPTIMA CAPITAL LLC | 34.719 $ | |||||||||||
| Chung Wu Investment Group, LLC | 34.519 $ | +3.427 $ | +11,0 % | 31.092 $ | -3.102 $ | -9,1 % | 34.194 $ | +1.334 $ | +4,1 % | 32.860 $ | +794 $ | +2,5 % |
| Global Assets Advisory, LLC | 34.480 $ | |||||||||||
| Atlantic Union Bankshares Corp | 19.140 $ | +1.900 $ | +11,0 % | 17.240 $ | -15.940 $ | -48,0 % | 33.180 $ | +1.295 $ | +4,1 % | 31.885 $ | ||
| Pinnacle Bancorp, Inc. | 6.048 $ | +600 $ | +11,0 % | 5.448 $ | -543 $ | -9,1 % | 5.991 $ | -24.983 $ | -80,7 % | 30.974 $ | +748 $ | +2,5 % |
| GPS Wealth Strategies Group, LLC | 29.152 $ | +704 $ | +2,5 % | |||||||||
| HOEY INVESTMENTS, INC | 28.710 $ | |||||||||||
| HARBOR INVESTMENT ADVISORY, LLC | 28.528 $ | +2.832 $ | +11,0 % | 25.696 $ | -2.564 $ | -9,1 % | 28.260 $ | |||||
| United Financial Planning Group LLC | 9.082 $ | -17.908 $ | -66,4 % | 26.990 $ | +1.054 $ | +4,1 % | 25.936 $ | |||||
| Colonial Trust Co / SC | 26.520 $ | +2.582 $ | +10,8 % | 23.938 $ | ||||||||
| MPWM ADVISORY SOLUTIONS, LLC | 24.190 $ | +2.401 $ | +11,0 % | 21.789 $ | ||||||||
| Capital Advisors, Ltd. LLC | 24.000 $ | +3.000 $ | +14,3 % | 21.000 $ | -2.000 $ | -8,7 % | 23.000 $ | +2.000 $ | +9,5 % | 21.000 $ | +1.000 $ | +5,0 % |
| PlanVest Financial, Inc | 23.308 $ | +2.724 $ | +13,2 % | 20.584 $ | ||||||||
| JPMORGAN CHASE & CO | 621 $ | +72 $ | +13,1 % | 549 $ | -8.211 $ | -93,7 % | 8.760 $ | -13.524 $ | -60,7 % | 22.284 $ | +11.243 $ | +101,8 % |
| Smartleaf Asset Management LLC | 21.010 $ | +2.420 $ | +13,0 % | 18.590 $ | -2.090 $ | -10,1 % | 20.680 $ | +748 $ | +3,8 % | 19.932 $ | +528 $ | +2,7 % |
| Abound Wealth Management | 19.528 $ | |||||||||||
| Towne Trust Company, N.A | 18.700 $ | +1.857 $ | +11,0 % | 16.843 $ | -1.681 $ | -9,1 % | 18.524 $ | |||||
| Pacifica Partners Inc. | 11.801 $ | -1.054 $ | -8,2 % | 12.855 $ | -5.089 $ | -28,4 % | 17.944 $ | +12.652 $ | +239,1 % | |||
| Fortitude Family Office, LLC | 17.408 $ | +1.728 $ | +11,0 % | 15.680 $ | -1.564 $ | -9,1 % | 17.244 $ | +673 $ | +4,1 % | 16.571 $ | -51.162 $ | -75,5 % |
| Federation des caisses Desjardins du Quebec | 16.378 $ | |||||||||||
| FLAGSHIP HARBOR ADVISORS, LLC | 15.585 $ | |||||||||||
| NBT BANK, N.A. | 15.360 $ | |||||||||||
| Sound Income Strategies, LLC | 14.836 $ | +358 $ | +2,5 % | |||||||||
| Root Financial Partners, LLC | 14.214 $ | |||||||||||
| Costello Asset Management, INC | 14.131 $ | +622 $ | +4,6 % | |||||||||
| AdvisorNet Financial, Inc | 14.030 $ | +1.393 $ | +11,0 % | 12.637 $ | -1.261 $ | -9,1 % | 13.898 $ | +543 $ | +4,1 % | 13.355 $ | +322 $ | +2,5 % |
| ARMSTRONG ADVISORY GROUP, INC | 11.238 $ | +495 $ | +4,6 % | |||||||||
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10.932 $ | +264 $ | +2,5 % | |||||||||
| OPTIMUM INVESTMENT ADVISORS | 10.914 $ | +264 $ | +2,5 % | |||||||||
| HOLLENCREST CAPITAL MANAGEMENT | 9.228 $ | +222 $ | +2,5 % | |||||||||
| IFP Advisors, Inc | 8.670 $ | +860 $ | +11,0 % | 7.810 $ | -779 $ | -9,1 % | 8.589 $ | +335 $ | +4,1 % | 8.254 $ | +200 $ | +2,5 % |
| Thomas J. Herzfeld Advisors, Inc. | 6.966 $ | +814 $ | +13,2 % | 6.152 $ | -480 $ | -7,2 % | 6.632 $ | +458 $ | +7,4 % | 6.174 $ | +272 $ | +4,6 % |
| Tower Research Capital LLC (TRC) | 6.267 $ | +6.153 $ | +5.397,4 % | 114 $ | -141 $ | -55,3 % | 255 $ | +68 $ | +36,4 % | |||
| VANGUARD ADVISERS INC | 5.178 $ | |||||||||||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4.785 $ | +195 $ | +4,2 % | 4.590 $ | ||||||||
| Geneos Wealth Management Inc. | 4.785 $ | +475 $ | +11,0 % | 4.310 $ | -430 $ | -9,1 % | 4.740 $ | +185 $ | +4,1 % | 4.555 $ | ||
| MONTAG A & ASSOCIATES INC | 4.460 $ | +443 $ | +11,0 % | 4.017 $ | -401 $ | -9,1 % | 4.418 $ | +172 $ | +4,1 % | 4.246 $ | +103 $ | +2,5 % |
| CX Institutional | 4.000 $ | |||||||||||
| HIGHLINE WEALTH PARTNERS LLC | 2.871 $ | +285 $ | +11,0 % | 2.586 $ | ||||||||
| Plante Moran Financial Advisors, LLC | 2.595 $ | -258 $ | -9,0 % | 2.853 $ | +111 $ | +4,0 % | 2.742 $ | -334 $ | -10,9 % | |||
| JFS WEALTH ADVISORS, LLC | 1.015 $ | |||||||||||
| JONES FINANCIAL COMPANIES LLLP | 584 $ | |||||||||||
| Essential Partners LLC | 512 $ | |||||||||||
| ASSETMARK, INC | 440 $ | +43 $ | +10,8 % | 397 $ | -39 $ | -8,9 % | 436 $ | +17 $ | +4,1 % | 419 $ | +10 $ | +2,4 % |
| Fourth Dimension Wealth, LLC | 172 $ | +17 $ | +11,0 % | 155 $ | -16 $ | -9,4 % | 171 $ | +7 $ | +4,3 % | 164 $ | +4 $ | +2,5 % |
| BROWN BROTHERS HARRIMAN & CO | 46 $ | -63.491 $ | -99,9 % | |||||||||
| NATIONAL BANK OF CANADA /FI/ | 19 $ | +2 $ | +11,8 % | 17 $ | -2 $ | -10,5 % | 19 $ | |||||
| 298.286.203 $ | +35.123.581 $ | +19,3 % | 263.951.641 $ | -33.320.275 $ | +66,0 % | 296.643.677 $ | +8.417.686 $ | +45,9 % | 292.995.766 $ | +6.357.480 $ | +8,6 % | |