| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 4.048.816.898 $ | +849.026.394 $ | +62,1 % | 3.342.658.061 $ | +520.366.656 $ | +32,5 % | 2.789.849.473 $ | +159.884.780 $ | +873,5 % | 2.612.753.871 $ | +188.733.986 $ | +10,4 % | |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1.023.495.538 $ | +277.964.087 $ | +37,3 % | 745.531.451 $ | +195.804.096 $ | +35,6 % | 549.727.355 $ | +14.262.180 $ | +2,7 % | 535.465.175 $ | +13.282.085 $ | +2,5 % |
| MORGAN STANLEY | 422.351.859 $ | +47.206.456 $ | +12,6 % | 375.145.403 $ | +84.911.120 $ | +29,3 % | 290.234.283 $ | +28.938.153 $ | +11,1 % | 261.296.130 $ | +22.588.012 $ | +9,5 % |
| BANK OF AMERICA CORP /DE/ | 348.388.818 $ | +61.049.185 $ | +21,2 % | 287.339.633 $ | +4.823.476 $ | +1,7 % | 282.516.157 $ | +28.730.047 $ | +11,3 % | 253.786.110 $ | +35.732.748 $ | +16,4 % |
| AMERIPRISE FINANCIAL INC | 290.353.697 $ | +132.114.113 $ | +83,5 % | 158.239.584 $ | +35.025.718 $ | +28,4 % | 123.213.866 $ | +9.682.180 $ | +8,5 % | 113.531.686 $ | -813.120 $ | -0,7 % |
| RAYMOND JAMES FINANCIAL INC | 173.321.262 $ | +35.518.712 $ | +25,8 % | 137.802.550 $ | +10.861.002 $ | +8,6 % | 126.941.548 $ | +12.355.770 $ | +10,8 % | 114.585.778 $ | +6.710.767 $ | +6,2 % |
| LPL Financial LLC | 159.706.418 $ | +33.811.356 $ | +26,9 % | 125.895.062 $ | +17.299.651 $ | +15,9 % | 108.595.411 $ | +11.461.794 $ | +11,8 % | 97.133.617 $ | +16.589.040 $ | +20,6 % |
| Orgel Wealth Management, LLC | 158.498.187 $ | +4.592.909 $ | +3,0 % | 153.905.278 $ | +5.605.214 $ | +3,8 % | 148.300.064 $ | +7.365.023 $ | +5,2 % | |||
| UBS Group AG | 147.095.214 $ | +29.788.605 $ | +25,4 % | 117.306.609 $ | +14.063.057 $ | +13,6 % | 103.243.552 $ | +1.954.860 $ | +1,9 % | 101.288.692 $ | +8.932.955 $ | +9,7 % |
| Mariner, LLC | 90.499.542 $ | +6.571.287 $ | +7,8 % | 83.928.255 $ | -3.036.036 $ | -3,5 % | 86.964.291 $ | +4.566.141 $ | +5,5 % | 82.398.150 $ | +30.331.279 $ | +58,3 % |
| JONES FINANCIAL COMPANIES LLLP | 81.287.754 $ | +74.392.265 $ | +1.078,9 % | 6.895.489 $ | +4.349.841 $ | +170,9 % | 2.545.648 $ | +2.512.481 $ | +7.575,2 % | |||
| Meeder Advisory Services, Inc. | 74.273.838 $ | +3.291.081 $ | +4,6 % | 70.982.757 $ | +15.977.630 $ | +29,0 % | 55.005.127 $ | +4.860.395 $ | +9,7 % | 50.144.732 $ | +4.589.778 $ | +10,1 % |
| Schneider Downs Wealth Management Advisors, LP | 67.527.622 $ | +2.671.746 $ | +4,1 % | 64.855.876 $ | +3.166.239 $ | +5,1 % | 61.689.637 $ | +4.563.834 $ | +8,0 % | 57.125.803 $ | +4.779.554 $ | +9,1 % |
| Sanctuary Advisors, LLC | 17.453.111 $ | +690.536 $ | +4,1 % | 16.762.575 $ | +45.311 $ | +0,3 % | 16.717.264 $ | -50.593.251 $ | -75,2 % | 67.310.515 $ | +52.673.520 $ | +359,9 % |
| Cetera Investment Advisers | 64.267.212 $ | +8.765.625 $ | +15,8 % | 55.501.587 $ | +3.678.144 $ | +7,1 % | 51.823.443 $ | +4.362.144 $ | +9,2 % | 47.461.299 $ | +4.784.700 $ | +11,2 % |
| ROYAL BANK OF CANADA | 54.940.000 $ | +11.027.000 $ | +25,1 % | 43.913.000 $ | +19.081.000 $ | +76,8 % | 24.832.000 $ | +5.944.000 $ | +31,5 % | 18.888.000 $ | -24.594.000 $ | -56,6 % |
| ENVESTNET ASSET MANAGEMENT INC | 52.030.180 $ | +10.248.097 $ | +24,5 % | 41.782.083 $ | +7.704.504 $ | +22,6 % | 34.077.579 $ | +405.016 $ | +1,2 % | 33.672.563 $ | +7.702.401 $ | +29,7 % |
| IAG Wealth Partners, LLC | 47.898.826 $ | +1.977.157 $ | +4,3 % | 45.921.669 $ | +1.198.464 $ | +2,7 % | 44.723.205 $ | +4.062.468 $ | +10,0 % | 40.660.737 $ | +16.832.322 $ | +70,6 % |
| Go Invest LLC | 45.126.804 $ | +8.626.813 $ | +23,6 % | 36.499.991 $ | +33.154.741 $ | +991,1 % | 3.345.250 $ | |||||
| COMMONWEALTH EQUITY SERVICES, LLC | 37.419.030 $ | +4.124.775 $ | +12,4 % | 33.294.255 $ | +21.221.422 $ | +175,8 % | 12.072.833 $ | +850.833 $ | +7,6 % | 11.222.000 $ | +542.000 $ | +5,1 % |
| Midwest Trust Co | 33.931.969 $ | +3.529.417 $ | +11,6 % | 30.402.552 $ | -686.979 $ | -2,2 % | 31.089.531 $ | +15.286.706 $ | +96,7 % | 15.802.825 $ | +1.934.312 $ | +13,9 % |
| OSAIC HOLDINGS, INC. | 30.613.025 $ | +6.691.806 $ | +28,0 % | 23.921.219 $ | +1.252.036 $ | +5,5 % | 22.669.183 $ | +118.040 $ | +0,5 % | 22.551.143 $ | +9.185.047 $ | +68,7 % |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 29.481.273 $ | -566.582 $ | -1,9 % | 30.047.855 $ | +1.665.650 $ | +5,9 % | 28.382.205 $ | +2.240.807 $ | +8,6 % | 26.141.398 $ | -1.954.461 $ | -7,0 % |
| Mason & Associates Inc | 24.891.440 $ | +3.504.764 $ | +16,4 % | 21.386.676 $ | +901.895 $ | +4,4 % | 20.484.781 $ | +319.388 $ | +1,6 % | 20.165.393 $ | +7.227.415 $ | +55,9 % |
| Pallas Capital Advisors LLC | 24.108.457 $ | +1.706.345 $ | +7,6 % | 22.402.112 $ | -1.840.639 $ | -7,6 % | 24.242.751 $ | +1.903.926 $ | +8,5 % | 22.338.825 $ | +694.981 $ | +3,2 % |
| Landmark Wealth Management, LLC | 21.811.897 $ | +2.527.477 $ | +13,1 % | 19.284.420 $ | +4.958.385 $ | +34,6 % | 14.326.035 $ | +1.690.044 $ | +13,4 % | 12.635.991 $ | +675.991 $ | +5,7 % |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 21.715.442 $ | +2.071.678 $ | +10,5 % | 19.643.764 $ | -965.689 $ | -4,7 % | 20.609.453 $ | +1.387.795 $ | +7,2 % | 19.221.658 $ | -1.711.996 $ | -8,2 % |
| Concurrent Investment Advisors, LLC | 18.959.878 $ | +10.186.123 $ | +116,1 % | 8.773.755 $ | +699.911 $ | +8,7 % | 8.073.844 $ | +665.480 $ | +9,0 % | 7.408.364 $ | +851.398 $ | +13,0 % |
| Cerity Partners LLC | 8.411.867 $ | +563.110 $ | +7,2 % | 7.848.757 $ | -5.111.790 $ | -39,4 % | 12.960.547 $ | -5.019.706 $ | -27,9 % | 17.980.253 $ | +1.859.714 $ | +11,5 % |
| Rockefeller Capital Management L.P. | 17.406.630 $ | +1.913.034 $ | +12,3 % | 15.493.596 $ | +327.839 $ | +2,2 % | 15.165.757 $ | +5.688.724 $ | +60,0 % | 9.477.033 $ | -5.013.437 $ | -34,6 % |
| Lebenthal Global Advisors, LLC | 16.163.862 $ | -698.743 $ | -4,1 % | 16.862.605 $ | +15.798.678 $ | +1.484,9 % | 1.063.927 $ | +24.932 $ | +2,4 % | 1.038.995 $ | ||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.372.299 $ | -3.819.019 $ | -25,1 % | 15.191.318 $ | -1.171.972 $ | -7,2 % | 16.363.290 $ | +3.288.247 $ | +25,1 % | 13.075.043 $ | +2.978.454 $ | +29,5 % |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 15.882.482 $ | +3.757.666 $ | +31,0 % | 12.124.816 $ | +838.153 $ | +7,4 % | 11.286.663 $ | +9.191.857 $ | +438,8 % | 2.094.806 $ | ||
| Orion Porfolio Solutions, LLC | 15.645.903 $ | +119.615 $ | +0,8 % | 15.526.288 $ | +2.175.857 $ | +16,3 % | 13.350.431 $ | +399.549 $ | +3,1 % | 12.950.882 $ | +819.599 $ | +6,8 % |
| JANE STREET GROUP, LLC | 14.176.359 $ | +686.049 $ | +5,1 % | 13.490.310 $ | +7.592.381 $ | +128,7 % | 5.897.929 $ | +1.326.098 $ | +29,0 % | 4.571.831 $ | -9.775.293 $ | -68,1 % |
| Waverly Advisors, LLC | 13.966.683 $ | |||||||||||
| Ameritas Investment Partners, Inc. | 13.590.250 $ | +1.901.705 $ | +16,3 % | 11.688.545 $ | ||||||||
| ACT Advisors, LLC. | 13.450.067 $ | +281.469 $ | +2,1 % | 13.168.598 $ | -16.258 $ | -0,1 % | 13.184.856 $ | +1.332.882 $ | +11,2 % | 11.851.974 $ | ||
| CFO4Life Group, LLC | 13.132.505 $ | +307.657 $ | +2,4 % | 12.824.848 $ | +421.800 $ | +3,4 % | 12.403.048 $ | +130.982 $ | +1,1 % | 12.272.066 $ | +1.776.525 $ | +16,9 % |
| TruWealth Advisors, LLC | 12.895.306 $ | +287.449 $ | +2,3 % | 12.607.857 $ | +455.232 $ | +3,7 % | 12.152.625 $ | -4.332.388 $ | -26,3 % | |||
| RTD Financial Advisors, Inc. | 12.706.886 $ | +806.456 $ | +6,8 % | 11.900.430 $ | +96.787 $ | +0,8 % | 11.803.643 $ | -67.906 $ | -0,6 % | 11.871.549 $ | +128.622 $ | +1,1 % |
| CONDOR CAPITAL MANAGEMENT | 12.533.596 $ | +330.136 $ | +2,7 % | 12.203.460 $ | +140.671 $ | +1,2 % | 12.062.789 $ | +456.765 $ | +3,9 % | 11.606.024 $ | +594.169 $ | +5,4 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 12.352.679 $ | +1.877.391 $ | +17,9 % | 10.475.288 $ | +193.245 $ | +1,9 % | 10.282.043 $ | -251.991 $ | -2,4 % | 10.534.034 $ | +418.993 $ | +4,1 % |
| INVENIO WEALTH PARTNERS LLC | 11.233.020 $ | +1.348.933 $ | +13,6 % | 9.884.087 $ | +197.633 $ | +2,0 % | 9.686.454 $ | +510.823 $ | +5,6 % | 9.175.631 $ | +2.011.687 $ | +28,1 % |
| MassMutual Private Wealth & Trust, FSB | 11.188.874 $ | +449.229 $ | +4,2 % | 10.739.645 $ | -336.417 $ | -3,0 % | 11.076.062 $ | +983.980 $ | +9,8 % | 10.092.082 $ | +143.889 $ | +1,4 % |
| MML INVESTORS SERVICES, LLC | 10.997.391 $ | +3.177.634 $ | +40,6 % | 7.819.757 $ | +1.612.974 $ | +26,0 % | 6.206.783 $ | +1.001.002 $ | +19,2 % | 5.205.781 $ | +297.781 $ | +6,1 % |
| STIFEL FINANCIAL CORP | 10.982.727 $ | +2.396.888 $ | +27,9 % | 8.585.839 $ | +290.159 $ | +3,5 % | 8.295.680 $ | +670.095 $ | +8,8 % | 7.625.585 $ | +3.636.935 $ | +91,2 % |
| Hudock, Inc. | 10.068.724 $ | +124.218 $ | +1,2 % | 9.944.506 $ | +1.659.602 $ | +20,0 % | 8.284.904 $ | +307.311 $ | +3,9 % | 7.977.593 $ | ||
| Summit Financial, LLC | 10.046.860 $ | -4.993 $ | -0,0 % | 10.051.853 $ | +876.705 $ | +9,6 % | 9.175.148 $ | +286.506 $ | +3,2 % | 8.888.642 $ | ||
| Gladstone Institutional Advisory LLC | 9.833.342 $ | +1.169.903 $ | +13,5 % | 8.663.439 $ | +223.681 $ | +2,7 % | 8.439.758 $ | +356.722 $ | +4,4 % | 8.083.036 $ | +375.835 $ | +4,9 % |
| VICUS CAPITAL | 9.528.509 $ | +371.865 $ | +4,1 % | 9.156.644 $ | -69.734 $ | -0,8 % | 9.226.378 $ | +667.923 $ | +7,8 % | 8.558.455 $ | +1.191.937 $ | +16,2 % |
| MARINO, STRAM & ASSOCIATES LLC | 9.344.823 $ | +939.629 $ | +11,2 % | 8.405.194 $ | +401.474 $ | +5,0 % | 8.003.720 $ | +609.656 $ | +8,2 % | 7.394.064 $ | +738.573 $ | +11,1 % |
| WCG Wealth Advisors LLC | 9.310.325 $ | +8.974.962 $ | +2.676,2 % | 335.363 $ | -4.861 $ | -1,4 % | 340.224 $ | +9.118 $ | +2,8 % | 331.106 $ | +90.269 $ | +37,5 % |
| Avior Wealth Management, LLC | 9.061.162 $ | +3.214.987 $ | +55,0 % | 5.846.175 $ | ||||||||
| Dynamic Advisor Solutions LLC | 8.917.831 $ | +35.618 $ | +0,4 % | 8.882.213 $ | +80.142 $ | +0,9 % | 8.802.071 $ | -192.305 $ | -2,1 % | 8.994.376 $ | +164.140 $ | +1,9 % |
| TRUIST FINANCIAL CORP | 8.631.370 $ | +712.866 $ | +9,0 % | 7.918.504 $ | -108.185 $ | -1,3 % | 8.026.689 $ | +315.363 $ | +4,1 % | 7.711.326 $ | +417.555 $ | +5,7 % |
| TSFG, LLC | 8.560.000 $ | +7.204.000 $ | +531,3 % | 1.356.000 $ | +825.000 $ | +155,4 % | 531.000 $ | -3.363.000 $ | -86,4 % | 3.894.000 $ | +481.000 $ | +14,1 % |
| Diversify Advisory Services, LLC | 8.499.936 $ | +5.419.399 $ | +175,9 % | 3.080.537 $ | ||||||||
| AXXCESS WEALTH MANAGEMENT, LLC | 8.445.946 $ | +7.394.744 $ | +703,5 % | 1.051.202 $ | +28.099 $ | +2,7 % | 1.023.103 $ | +65.263 $ | +6,8 % | |||
| GOLDMAN SACHS GROUP INC | 3.361.889 $ | +523.647 $ | +18,4 % | 2.838.242 $ | -5.193.916 $ | -64,7 % | 8.032.158 $ | +6.109.848 $ | +317,8 % | |||
| Elyxium Wealth, LLC | 7.517.784 $ | +1.325.981 $ | +21,4 % | 6.191.803 $ | +662.963 $ | +12,0 % | 5.528.840 $ | +2.243.968 $ | +68,3 % | 3.284.872 $ | +1.226.560 $ | +59,6 % |
| GGM Financial LLC | 7.453.421 $ | +1.042.041 $ | +16,3 % | 6.411.380 $ | +784.111 $ | +13,9 % | 5.627.269 $ | +437.649 $ | +8,4 % | 5.189.620 $ | +2.007.811 $ | +63,1 % |
| Main Street Financial Solutions, LLC | 7.311.692 $ | +465.735 $ | +6,8 % | 6.845.957 $ | +130.331 $ | +1,9 % | 6.715.626 $ | +161.874 $ | +2,5 % | 6.553.752 $ | +178.397 $ | +2,8 % |
| JPMORGAN CHASE & CO | 3.771.626 $ | -1.214.331 $ | -24,4 % | 4.985.957 $ | +1.139.734 $ | +29,6 % | 3.846.223 $ | -3.332.365 $ | -46,4 % | 7.178.588 $ | +2.503.417 $ | +53,5 % |
| Fluent Financial, LLC | 7.020.720 $ | +688.399 $ | +10,9 % | 6.332.321 $ | +1.763.564 $ | +38,6 % | 4.568.757 $ | +416.245 $ | +10,0 % | 4.152.512 $ | +20.954 $ | +0,5 % |
| Darwin Wealth Management, LLC | 6.870.404 $ | +354.821 $ | +5,4 % | 6.515.583 $ | ||||||||
| Private Advisor Group, LLC | 6.497.378 $ | -252.588 $ | -3,7 % | 6.749.966 $ | +332.269 $ | +5,2 % | 6.417.697 $ | +86.441 $ | +1,4 % | 6.331.256 $ | +334.487 $ | +5,6 % |
| Veridan Wealth LLC | 6.548.957 $ | +640.531 $ | +10,8 % | 5.908.426 $ | +354.174 $ | +6,4 % | 5.554.252 $ | +304.041 $ | +5,8 % | 5.250.211 $ | ||
| Clear Trail Advisors, LLC | 6.234.186 $ | +1.448.716 $ | +30,3 % | 4.785.470 $ | ||||||||
| NYL Investors LLC | 3.603.678 $ | -2.496.994 $ | -40,9 % | 6.100.672 $ | +12.117 $ | +0,2 % | 6.088.555 $ | +196.997 $ | +3,3 % | 5.891.558 $ | +144.546 $ | +2,5 % |
| Prestige Wealth Management Group LLC | 6.046.006 $ | +202.282 $ | +3,5 % | 5.843.724 $ | +610.516 $ | +11,7 % | 5.233.208 $ | -750.084 $ | -12,5 % | 5.983.292 $ | -213.058 $ | -3,4 % |
| HighTower Advisors, LLC | 5.764.160 $ | +712.785 $ | +14,1 % | 5.051.375 $ | +3.290.334 $ | +186,8 % | 1.761.041 $ | +334.388 $ | +23,4 % | 1.426.653 $ | +24.120 $ | +1,7 % |
| Prosperity Financial Group, Inc. | 5.723.944 $ | +1.020.467 $ | +21,7 % | 4.703.477 $ | +1.510.113 $ | +47,3 % | 3.193.364 $ | +326.458 $ | +11,4 % | 2.866.906 $ | +773.357 $ | +36,9 % |
| Golden State Wealth Management, LLC | 5.531.084 $ | +377.096 $ | +7,3 % | 5.153.988 $ | -51.175 $ | -1,0 % | 5.205.163 $ | +275.956 $ | +5,6 % | 4.929.207 $ | -12.686 $ | -0,3 % |
| Navigation Group, LLC | 5.017.570 $ | |||||||||||
| Focus Partners Advisor Solutions, LLC | 4.089.098 $ | -468.073 $ | -10,3 % | 4.557.171 $ | -432.494 $ | -8,7 % | 4.989.665 $ | -280.851 $ | -5,3 % | |||
| CAPTRUST FINANCIAL ADVISORS | 4.928.130 $ | +729.643 $ | +17,4 % | 4.198.487 $ | -431.452 $ | -9,3 % | 4.629.939 $ | -11.878 $ | -0,3 % | 4.641.817 $ | +139.623 $ | +3,1 % |
| SEEDS INVESTOR LLC | 1.440.167 $ | +180.573 $ | +14,3 % | 1.259.594 $ | -2.064.076 $ | -62,1 % | 3.323.670 $ | -1.331.806 $ | -28,6 % | 4.655.476 $ | +1.016.965 $ | +28,0 % |
| JOURNEY STRATEGIC WEALTH LLC | 4.649.564 $ | +1.275.676 $ | +37,8 % | 3.373.888 $ | +333.158 $ | +11,0 % | 3.040.730 $ | +226.766 $ | +8,1 % | |||
| Brady Martz Wealth Solutions, LLC | 3.746.177 $ | -471.523 $ | -11,2 % | 4.217.700 $ | -124.572 $ | -2,9 % | 4.342.272 $ | -305.176 $ | -6,6 % | 4.647.448 $ | -287.189 $ | -5,8 % |
| Avantax Planning Partners, Inc. | 3.955.731 $ | -105.214 $ | -2,6 % | 4.060.945 $ | -111.631 $ | -2,7 % | 4.172.576 $ | -451.112 $ | -9,8 % | 4.623.688 $ | -26.872.972 $ | -85,3 % |
| Spartan Wealth Advisory Services LLC | 4.617.955 $ | |||||||||||
| 46 Peaks LLC | 4.477.965 $ | +54.697 $ | +1,2 % | 4.423.268 $ | -29.952 $ | -0,7 % | 4.453.220 $ | |||||
| Elequin Capital, LP | 3.770.914 $ | +599.409 $ | +18,9 % | 3.171.505 $ | -1.276.350 $ | -28,7 % | 4.447.855 $ | +2.366.858 $ | +113,7 % | 2.080.997 $ | +489.359 $ | +30,7 % |
| Smallwood Wealth Investment Management, LLC | 4.440.612 $ | +467.891 $ | +11,8 % | 3.972.721 $ | +20.459 $ | +0,5 % | 3.952.262 $ | +724.615 $ | +22,5 % | 3.227.647 $ | +608.822 $ | +23,2 % |
| OPPENHEIMER & CO INC | 4.301.770 $ | +675.365 $ | +18,6 % | 3.626.405 $ | +217.078 $ | +6,4 % | 3.409.327 $ | +367.432 $ | +12,1 % | 3.041.895 $ | +378.721 $ | +14,2 % |
| Waterloo Capital, L.P. | 4.226.658 $ | +849.538 $ | +25,2 % | 3.377.120 $ | +14.338 $ | +0,4 % | 3.362.782 $ | +154.128 $ | +4,8 % | 3.208.654 $ | +181.943 $ | +6,0 % |
| FLOW TRADERS U.S. LLC | 899.000 $ | -3.193.000 $ | -78,0 % | 4.092.000 $ | +2.090.000 $ | +104,4 % | 2.002.000 $ | +1.406.000 $ | +235,9 % | 596.000 $ | -6.882.000 $ | -92,0 % |
| BCS Wealth Management | 2.347.611 $ | +189.540 $ | +8,8 % | 2.158.071 $ | -1.894.195 $ | -46,7 % | 4.052.266 $ | +2.451.829 $ | +153,2 % | 1.600.437 $ | -124.563 $ | -7,2 % |
| Evergreen Private Wealth LLC | 3.836.917 $ | +1.964.436 $ | +104,9 % | 1.872.481 $ | +70.506 $ | +3,9 % | 1.801.975 $ | +204.519 $ | +12,8 % | 1.597.456 $ | +29.433 $ | +1,9 % |
| Bernardo Wealth Planning LLC | 3.771.543 $ | -48.128 $ | -1,3 % | 3.819.671 $ | +167.795 $ | +4,6 % | 3.651.876 $ | +172.381 $ | +5,0 % | 3.479.495 $ | +25.495 $ | +0,7 % |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1.638.505 $ | -1.997.686 $ | -54,9 % | 3.636.191 $ | +434.728 $ | +13,6 % | 3.201.463 $ | +183.008 $ | +6,1 % | 3.018.455 $ | +204.925 $ | +7,3 % |
| Janney Montgomery Scott LLC | 3.598.000 $ | +813.000 $ | +29,2 % | 2.785.000 $ | +2.260.000 $ | +430,5 % | 525.000 $ | |||||
| Farther Finance Advisors, LLC | 3.353.756 $ | +14.364 $ | +0,4 % | 3.339.392 $ | -249.686 $ | -7,0 % | 3.589.078 $ | +718.489 $ | +25,0 % | 2.870.589 $ | -11.312.535 $ | -79,8 % |
| Equitable Holdings, Inc. | 3.460.254 $ | +501.041 $ | +16,9 % | 2.959.213 $ | -68.859 $ | -2,3 % | 3.028.072 $ | +55.546 $ | +1,9 % | 2.972.526 $ | +11.852 $ | +0,4 % |
| AdvisorNet Financial, Inc | 3.411.871 $ | +2.388 $ | +0,1 % | 3.409.483 $ | +436.970 $ | +14,7 % | 2.972.513 $ | +938.750 $ | +46,2 % | 2.033.763 $ | +20.828 $ | +1,0 % |
| Vertex Planning Partners, LLC | 3.400.914 $ | +352.171 $ | +11,6 % | 3.048.743 $ | +1.661.411 $ | +119,8 % | 1.387.332 $ | +171.129 $ | +14,1 % | 1.216.203 $ | +19.314 $ | +1,6 % |
| Wiser Advisor Group LLC | 3.346.752 $ | +351.899 $ | +11,8 % | 2.994.853 $ | +125.507 $ | +4,4 % | 2.869.346 $ | +184.518 $ | +6,9 % | 2.684.828 $ | +342.499 $ | +14,6 % |
| Cypress Point Wealth Management, LLC | 1.137.928 $ | +6.275 $ | +0,6 % | 1.131.653 $ | -396.044 $ | -25,9 % | 1.527.697 $ | -1.644.546 $ | -51,8 % | 3.172.243 $ | +48.730 $ | +1,6 % |
| NewEdge Advisors, LLC | 3.105.494 $ | +2.553.256 $ | +462,3 % | 552.238 $ | -22.988 $ | -4,0 % | 575.226 $ | -1.028.476 $ | -64,1 % | 1.603.702 $ | +381.788 $ | +31,2 % |
| NorthRock Partners, LLC | 3.048.038 $ | +745.054 $ | +32,4 % | 2.302.984 $ | ||||||||
| IHT Wealth Management, LLC | 3.037.233 $ | +1.814.055 $ | +148,3 % | 1.223.178 $ | +348.660 $ | +39,9 % | 874.518 $ | +637.569 $ | +269,1 % | 236.949 $ | ||
| VestGen Advisors, LLC | 1.795.691 $ | +147.321 $ | +8,9 % | 1.648.370 $ | +410.484 $ | +33,2 % | 1.237.886 $ | -1.663.339 $ | -57,3 % | 2.901.225 $ | +196.178 $ | +7,3 % |
| Capital Investment Advisors, LLC | 2.840.112 $ | +937.069 $ | +49,2 % | 1.903.043 $ | +328.011 $ | +20,8 % | 1.575.032 $ | +444.365 $ | +39,3 % | 1.130.667 $ | +562.780 $ | +99,1 % |
| Steward Partners Investment Advisory, LLC | 2.693.974 $ | +849.112 $ | +46,0 % | 1.844.862 $ | -31.760 $ | -1,7 % | 1.876.622 $ | +465.153 $ | +33,0 % | 1.411.469 $ | -277.851 $ | -16,4 % |
| WESCAP Management Group, Inc. | 2.640.246 $ | +312.615 $ | +13,4 % | 2.327.631 $ | +78.327 $ | +3,5 % | 2.249.304 $ | +51.036 $ | +2,3 % | 2.198.268 $ | +65.730 $ | +3,1 % |
| Cambridge Investment Research Advisors, Inc. | 2.632.000 $ | +1.333.000 $ | +102,6 % | 1.299.000 $ | +94.000 $ | +7,8 % | 1.205.000 $ | +573.000 $ | +90,7 % | 632.000 $ | -64.000 $ | -9,2 % |
| Clark Wealth Partners | 2.579.534 $ | +275.199 $ | +11,9 % | 2.304.335 $ | +6.953 $ | +0,3 % | 2.297.382 $ | +0 $ | +0,0 % | 2.297.382 $ | +212.284 $ | +10,2 % |
| Hilton Head Capital Partners, LLC | 2.144.143 $ | -308.736 $ | -12,6 % | 2.452.879 $ | -109.421 $ | -4,3 % | 2.562.300 $ | |||||
| Hapanowicz & Associates Financial Services, Inc | 2.528.626 $ | +200.565 $ | +8,6 % | 2.328.061 $ | +826.803 $ | +55,1 % | 1.501.258 $ | |||||
| CITADEL ADVISORS LLC | 2.388.464 $ | +362.132 $ | +17,9 % | 2.026.332 $ | -498.705 $ | -19,8 % | 2.525.037 $ | +742.991 $ | +41,7 % | 1.782.046 $ | -2.825.828 $ | -61,3 % |
| Legacy Financial Strategies, LLC | 2.503.026 $ | +19.978 $ | +0,8 % | 2.483.048 $ | +112.049 $ | +4,7 % | 2.370.999 $ | -21.530 $ | -0,9 % | 2.392.529 $ | +536.665 $ | +28,9 % |
| Independent Advisor Alliance | 2.484.249 $ | |||||||||||
| FIDUCIARY TRUST CO | 2.403.988 $ | -27.881 $ | -1,1 % | 2.431.869 $ | +768.530 $ | +46,2 % | 1.663.339 $ | +304.145 $ | +22,4 % | 1.359.194 $ | -111.317 $ | -7,6 % |
| Peck Wealth Management, LLC | 2.348.297 $ | +2.214.060 $ | +1.649,4 % | 134.237 $ | -11.005 $ | -7,6 % | 145.242 $ | +90.700 $ | +166,3 % | 54.542 $ | ||
| Oder Investment Management, LLC | 2.292.799 $ | |||||||||||
| Snowden Capital Advisors LLC | 2.272.073 $ | +27.092 $ | +1,2 % | 2.244.981 $ | +26.580 $ | +1,2 % | 2.218.401 $ | +566.453 $ | +34,3 % | 1.651.948 $ | -329.014 $ | -16,6 % |
| Ascentis Independent Advisors | 2.271.720 $ | +170.786 $ | +8,1 % | 2.100.934 $ | +138.294 $ | +7,0 % | ||||||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 2.233.000 $ | +265.000 $ | +13,5 % | 1.968.000 $ | +17.000 $ | +0,9 % | 1.951.000 $ | -78.000 $ | -3,8 % | 2.029.000 $ | -68.000 $ | -3,2 % |
| TITLEIST ASSET MANAGEMENT, LLC | 2.225.593 $ | +234.228 $ | +11,8 % | 1.991.365 $ | +1.114.315 $ | +127,1 % | 877.050 $ | +37.944 $ | +4,5 % | 839.106 $ | -24.481 $ | -2,8 % |
| NewEdge Wealth, LLC | 2.079.609 $ | -55.163 $ | -2,6 % | 2.134.772 $ | +1.654.447 $ | +344,4 % | 480.325 $ | +8.687 $ | +1,8 % | 471.638 $ | -58.777 $ | -11,1 % |
| Stratos Wealth Partners, LTD. | 1.561.673 $ | -521.374 $ | -25,0 % | 2.083.047 $ | +354.256 $ | +20,5 % | 1.728.791 $ | +999.189 $ | +136,9 % | 729.602 $ | +9.674 $ | +1,3 % |
| Smith & Howard Wealth Management, LLC | 2.067.705 $ | |||||||||||
| DAVENPORT & Co LLC | 2.064.981 $ | +998.815 $ | +93,7 % | 1.066.166 $ | +137.647 $ | +14,8 % | 928.519 $ | +230.766 $ | +33,1 % | 697.753 $ | +290.561 $ | +71,4 % |
| Redwood Financial Network Corp | 2.049.307 $ | +259.277 $ | +14,5 % | 1.790.030 $ | +7.003 $ | +0,4 % | 1.783.027 $ | +35.458 $ | +2,0 % | 1.747.569 $ | +214.725 $ | +14,0 % |
| GTS SECURITIES LLC | 555.972 $ | -1.450.718 $ | -72,3 % | 2.006.690 $ | +384.275 $ | +23,7 % | 1.622.415 $ | -292.808 $ | -15,3 % | 1.915.223 $ | +72.423 $ | +3,9 % |
| Focus Partners Wealth | 1.410.735 $ | +114.462 $ | +8,8 % | 1.296.273 $ | +2.936 $ | +0,2 % | 1.293.337 $ | -710.021 $ | -35,4 % | 2.003.358 $ | +732.308 $ | +57,6 % |
| Paul R. Ried Financial Group, LLC | 1.985.113 $ | +79.734 $ | +4,2 % | 1.905.379 $ | +117.553 $ | +6,6 % | 1.787.826 $ | +180.740 $ | +11,2 % | 1.607.086 $ | +78.932 $ | +5,2 % |
| OLD MISSION CAPITAL LLC | 1.982.023 $ | +839.374 $ | +73,5 % | 1.142.649 $ | +84.996 $ | +8,0 % | 1.057.653 $ | -844.681 $ | -44,4 % | |||
| Intentional Wealth Strategies, LLC | 1.909.642 $ | +160.829 $ | +9,2 % | 1.748.813 $ | ||||||||
| CROBAN | 1.878.024 $ | +46.585 $ | +2,5 % | 1.831.439 $ | +452.923 $ | +32,9 % | 1.378.516 $ | +228.755 $ | +19,9 % | 1.149.761 $ | -79.551 $ | -6,5 % |
| Creative Planning | 1.759.117 $ | -22.966 $ | -1,3 % | 1.782.083 $ | -37.679 $ | -2,1 % | 1.819.762 $ | |||||
| Diversified Portfolios, Inc. | 625.381 $ | -1.185.355 $ | -65,5 % | 1.810.736 $ | ||||||||
| Purus Wealth Management, LLC | 1.762.365 $ | +160.465 $ | +10,0 % | 1.601.900 $ | +771.728 $ | +93,0 % | 830.172 $ | +470.336 $ | +130,7 % | 359.836 $ | ||
| Fortis Group Advisors, LLC | 1.526.363 $ | -229.662 $ | -13,1 % | 1.756.025 $ | +60.217 $ | +3,6 % | 1.695.808 $ | +124.570 $ | +7,9 % | 1.571.238 $ | -129.411 $ | -7,6 % |
| Burt Wealth Advisors | 1.711.449 $ | +31.693 $ | +1,9 % | |||||||||
| Kuhn & Co Investment Counsel | 1.705.791 $ | +118.645 $ | +7,5 % | 1.587.146 $ | -39.291 $ | -2,4 % | 1.626.437 $ | +128.633 $ | +8,6 % | 1.497.804 $ | -343.250 $ | -18,6 % |
| Spire Wealth Management | 1.667.716 $ | +66.893 $ | +4,2 % | 1.600.823 $ | +129.856 $ | +8,8 % | 1.470.967 $ | |||||
| Econ Financial Services Corp | 1.652.768 $ | +20.169 $ | +1,2 % | 1.632.599 $ | ||||||||
| Curran Financial Partners, LLC | 1.644.209 $ | +702.258 $ | +74,6 % | 941.951 $ | -94.799 $ | -9,1 % | 1.036.750 $ | +149.703 $ | +16,9 % | 887.047 $ | +316.960 $ | +55,6 % |
| Corient Private Wealth LP | 790.937 $ | +7.958 $ | +1,0 % | 782.979 $ | -797.595 $ | -50,5 % | 1.580.574 $ | |||||
| First Heartland Consultants, Inc. | 1.569.002 $ | |||||||||||
| PFG Advisors | 1.091.337 $ | -118.326 $ | -9,8 % | 1.209.663 $ | -194.514 $ | -13,9 % | 1.404.177 $ | -103.159 $ | -6,8 % | 1.507.336 $ | +105.504 $ | +7,5 % |
| Atria Investments, Inc | 1.458.774 $ | +963.513 $ | +194,5 % | 495.261 $ | -12.506 $ | -2,5 % | 507.767 $ | +11.901 $ | +2,4 % | 495.866 $ | +110.975 $ | +28,8 % |
| MONECO ADVISORS, LLC | 1.442.262 $ | +473.336 $ | +48,9 % | 968.926 $ | +43.432 $ | +4,7 % | 925.494 $ | +229.500 $ | +33,0 % | 695.994 $ | +65.798 $ | +10,4 % |
| Janney Capital Management LLC | 1.434.000 $ | +4.000 $ | +0,3 % | 1.430.000 $ | +29.000 $ | +2,1 % | ||||||
| PARK AVENUE SECURITIES LLC | 1.311.000 $ | +68.000 $ | +5,5 % | 1.243.000 $ | -54.000 $ | -4,2 % | 1.297.000 $ | +37.000 $ | +2,9 % | 1.260.000 $ | +121.000 $ | +10,6 % |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.286.459 $ | |||||||||||
| Dakota Wealth Management | 1.260.064 $ | +169.216 $ | +15,5 % | 1.090.848 $ | +226.159 $ | +26,2 % | 864.689 $ | |||||
| FIFTH THIRD BANCORP | 1.254.440 $ | +54.627 $ | +4,6 % | 1.199.813 $ | ||||||||
| TWO SIGMA INVESTMENTS, LP | 500.752 $ | -743.610 $ | -59,8 % | 1.244.362 $ | +986.493 $ | +382,6 % | ||||||
| Pine Valley Investments Ltd Liability Co | 1.066.998 $ | +17.638 $ | +1,7 % | 1.049.360 $ | -98.722 $ | -8,6 % | 1.148.082 $ | -88.838 $ | -7,2 % | 1.236.920 $ | -165.952 $ | -11,8 % |
| EP Wealth Advisors, LLC | 1.209.633 $ | |||||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.208.021 $ | +96.348 $ | +8,7 % | 1.111.673 $ | -35.665 $ | -3,1 % | 1.147.338 $ | +13.605 $ | +1,2 % | 1.133.733 $ | -752.463 $ | -39,9 % |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.197.849 $ | +951.392 $ | +386,0 % | 246.457 $ | -757.514 $ | -75,5 % | 1.003.971 $ | +434.265 $ | +76,2 % | 569.706 $ | -774 $ | -0,1 % |
| Wealthcare Advisory Partners LLC | 873.981 $ | -918 $ | -0,1 % | 874.899 $ | -56.367 $ | -6,1 % | 931.266 $ | -251.217 $ | -21,2 % | 1.182.483 $ | +415.584 $ | +54,2 % |
| COMERICA BANK | 1.130.667 $ | +7.024 $ | +0,6 % | 1.123.643 $ | -70.504 $ | -5,9 % | ||||||
| Nuveen, LLC | 1.118.095 $ | |||||||||||
| Frontier Asset Management, LLC | 912.362 $ | -69.334 $ | -7,1 % | 981.696 $ | -134.941 $ | -12,1 % | 1.116.637 $ | +34.934 $ | +3,2 % | 1.081.703 $ | +154.061 $ | +16,6 % |
| ATTICUS WEALTH MANAGEMENT, LLC | 1.084.270 $ | +604.017 $ | +125,8 % | 480.253 $ | +16.512 $ | +3,6 % | 463.741 $ | +55.997 $ | +13,7 % | 407.744 $ | +167.769 $ | +69,9 % |
| Kennebec Savings Bank | 1.071.809 $ | +889.365 $ | +487,5 % | 182.444 $ | -56.986 $ | -23,8 % | ||||||
| Revisor Wealth Management LLC | 934.729 $ | -53.564 $ | -5,4 % | 988.293 $ | -43.945 $ | -4,3 % | 1.032.238 $ | -19.850 $ | -1,9 % | 1.052.088 $ | -1.294 $ | -0,1 % |
| Narus Financial Partners, LLC | 1.045.540 $ | +80.424 $ | +8,3 % | 965.116 $ | -9.009 $ | -0,9 % | 974.125 $ | +1.202 $ | +0,1 % | 972.923 $ | +18.017 $ | +1,9 % |
| BLVD Private Wealth, LLC | 269.715 $ | -771.443 $ | -74,1 % | 1.041.158 $ | +74.793 $ | +7,7 % | 966.365 $ | +536.840 $ | +125,0 % | |||
| Opes Wealth Management LLC | 1.025.306 $ | +35.075 $ | +3,5 % | 990.231 $ | +24.670 $ | +2,6 % | 965.561 $ | +29.329 $ | +3,1 % | |||
| PKS Advisory Services, LLC | 1.020.662 $ | +12.139 $ | +1,2 % | 1.008.523 $ | +105.573 $ | +11,7 % | 902.950 $ | -59.858 $ | -6,2 % | 962.808 $ | +33.832 $ | +3,6 % |
| WELLS FARGO & COMPANY/MN | 909.782 $ | +862.046 $ | +1.805,9 % | 47.736 $ | -90.807 $ | -65,5 % | 138.543 $ | -188.428 $ | -57,6 % | 326.971 $ | +209.210 $ | +177,7 % |
| D.A. DAVIDSON & CO. | 900.295 $ | +89.237 $ | +11,0 % | 811.058 $ | -25.406 $ | -3,0 % | 836.464 $ | +37.119 $ | +4,6 % | 799.345 $ | +30.856 $ | +4,0 % |
| Indivisible Partners | 898.251 $ | +175.522 $ | +24,3 % | 722.729 $ | +102.652 $ | +16,6 % | 620.077 $ | |||||
| SAXON INTERESTS, INC. | 448.210 $ | +4.509 $ | +1,0 % | 443.701 $ | -4.141 $ | -0,9 % | 447.842 $ | -433.227 $ | -49,2 % | 881.069 $ | +138.119 $ | +18,6 % |
| MRP Capital Investments, LLC | 845.889 $ | +95.660 $ | +12,8 % | 750.229 $ | +23.293 $ | +3,2 % | 726.936 $ | +186.319 $ | +34,5 % | 540.617 $ | ||
| IFP Advisors, Inc | 333.705 $ | +268.974 $ | +415,5 % | 64.731 $ | -767.336 $ | -92,2 % | 832.067 $ | -6.795 $ | -0,8 % | 838.862 $ | +56.119 $ | +7,2 % |
| Paulson Wealth Management Inc. | 554.070 $ | -175.913 $ | -24,1 % | 729.983 $ | -80.865 $ | -10,0 % | 810.848 $ | -12.764 $ | -1,5 % | 823.612 $ | +199.930 $ | +32,1 % |
| Ameritas Advisory Services, LLC | 246.328 $ | -574.770 $ | -70,0 % | 821.098 $ | +740.265 $ | +915,8 % | 80.833 $ | -39 $ | -0,0 % | |||
| RFG - Bristol Wealth Advisors, LLC | 801.166 $ | +87.903 $ | +12,3 % | 713.263 $ | +71.379 $ | +11,1 % | 641.884 $ | +220.608 $ | +52,4 % | 421.276 $ | ||
| Coppell Advisory Solutions LLC | 754.992 $ | |||||||||||
| Evolution Wealth Advisors, LLC | 543.322 $ | -189.783 $ | -25,9 % | 733.105 $ | -6.843 $ | -0,9 % | 739.948 $ | +912 $ | +0,1 % | 739.036 $ | +13.686 $ | +1,9 % |
| TD PRIVATE CLIENT WEALTH LLC | 731.644 $ | +35.202 $ | +5,1 % | 696.442 $ | ||||||||
| SWMG, LLC | 621.663 $ | -53.152 $ | -7,9 % | 674.815 $ | -34.672 $ | -4,9 % | 709.487 $ | -7.612 $ | -1,1 % | 717.099 $ | -34.114 $ | -4,5 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 515.281 $ | -190.900 $ | -27,0 % | 706.181 $ | -299.058 $ | -29,7 % | ||||||
| MGO ONE SEVEN LLC | 703.437 $ | +41.662 $ | +6,3 % | |||||||||
| NATIXIS ADVISORS, LLC | 689.000 $ | +251.000 $ | +57,3 % | 438.000 $ | ||||||||
| HARBOUR INVESTMENTS, INC. | 664.367 $ | +27.714 $ | +4,4 % | 636.653 $ | +488.825 $ | +330,7 % | 147.828 $ | -22.921 $ | -13,4 % | 170.749 $ | ||
| Savvy Advisors, Inc. | 602.839 $ | +256.351 $ | +74,0 % | 346.488 $ | -234.204 $ | -40,3 % | 580.692 $ | -54.702 $ | -8,6 % | 635.394 $ | +242.084 $ | +61,6 % |
| KFG WEALTH MANAGEMENT, LLC | 622.800 $ | |||||||||||
| Stronghold Wealth Management L.L.C. | 584.984 $ | -22.486 $ | -3,7 % | 607.470 $ | +14.572 $ | +2,5 % | 592.898 $ | |||||
| Beacon Capital Management, LLC | 398.166 $ | -204.658 $ | -33,9 % | 602.824 $ | ||||||||
| Narwhal Capital Management | 466.139 $ | -106.123 $ | -18,5 % | 572.262 $ | -19.226 $ | -3,3 % | 591.488 $ | -92.544 $ | -13,5 % | |||
| NewSquare Capital LLC | 584.181 $ | +19.811 $ | +3,5 % | 564.370 $ | +17.602 $ | +3,2 % | 546.768 $ | -35.703 $ | -6,1 % | 582.471 $ | +20.231 $ | +3,6 % |
| Syntegra Private Wealth Group, LLC | 567.458 $ | +55.464 $ | +10,8 % | 511.994 $ | +20.434 $ | +4,2 % | 491.560 $ | +741 $ | +0,2 % | 490.819 $ | -49.507 $ | -9,2 % |
| Integrated Advisors Network LLC | 553.692 $ | +90.684 $ | +19,6 % | 463.008 $ | +83.287 $ | +21,9 % | 379.721 $ | |||||
| Rossby Financial, LCC | 434.142 $ | -114.578 $ | -20,9 % | 548.720 $ | +246.842 $ | +81,8 % | 301.878 $ | -99.751 $ | -24,8 % | 401.629 $ | ||
| Kestra Advisory Services, LLC | 529.204 $ | +198.006 $ | +59,8 % | 331.198 $ | -98.869 $ | -23,0 % | 430.067 $ | +214.965 $ | +99,9 % | |||
| HUB Investment Partners, LLC | 515.942 $ | +193.708 $ | +60,1 % | 322.234 $ | -18.740 $ | -5,5 % | 340.974 $ | +69.984 $ | +25,8 % | 270.990 $ | +8.855 $ | +3,4 % |
| Tower Research Capital LLC (TRC) | 512.869 $ | +456.897 $ | +816,3 % | 55.972 $ | -25.639 $ | -31,4 % | 81.611 $ | |||||
| SHP Wealth Management | 508.483 $ | +4.666 $ | +0,9 % | 503.817 $ | -7.660 $ | -1,5 % | 511.477 $ | |||||
| Sunpointe, LLC | 447.284 $ | -54.087 $ | -10,8 % | 501.371 $ | +948 $ | +0,2 % | 500.423 $ | |||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 492.130 $ | +38.531 $ | +8,5 % | 453.599 $ | -14.948 $ | -3,2 % | 468.547 $ | +71.385 $ | +18,0 % | 397.162 $ | +196.318 $ | +97,7 % |
| J.W. COLE ADVISORS, INC. | 487.974 $ | +53.990 $ | +12,4 % | 433.984 $ | +45.403 $ | +11,7 % | 388.581 $ | +17.523 $ | +4,7 % | |||
| Covenant Asset Management, LLC | 487.933 $ | +86.383 $ | +21,5 % | 401.550 $ | +106.904 $ | +36,3 % | 294.646 $ | +14.036 $ | +5,0 % | 280.610 $ | +13.935 $ | +5,2 % |
| Vista Cima Wealth Management LLC | 486.270 $ | +4.893 $ | +1,0 % | 481.377 $ | -4.493 $ | -0,9 % | 485.870 $ | +599 $ | +0,1 % | 485.271 $ | +8.986 $ | +1,9 % |
| NORTHERN TRUST CORP | 452.271 $ | |||||||||||
| Lokken Investment Group LLC | 445.613 $ | +78.084 $ | +21,2 % | |||||||||
| Amplius Wealth Advisors, LLC | 295.633 $ | -91.469 $ | -23,6 % | 387.102 $ | -33.856 $ | -8,0 % | 420.958 $ | -17.779 $ | -4,1 % | 438.737 $ | -40.457 $ | -8,4 % |
| Claro Advisors Inc. | 437.040 $ | +6.705 $ | +1,6 % | 430.335 $ | -4.095 $ | -0,9 % | 434.430 $ | +1.440 $ | +0,3 % | 432.990 $ | ||
| THRIVENT FINANCIAL FOR LUTHERANS | 383.000 $ | -43.000 $ | -10,1 % | 426.000 $ | -7.000 $ | -1,6 % | 433.000 $ | +15.000 $ | +3,6 % | 418.000 $ | ||
| LEVEL FOUR ADVISORY SERVICES, LLC | 392.912 $ | +3.954 $ | +1,0 % | 388.958 $ | -42.170 $ | -9,8 % | 431.128 $ | +824 $ | +0,2 % | 430.304 $ | +11.093 $ | +2,6 % |
| Callan Family Office, LLC | 430.727 $ | |||||||||||
| HRT FINANCIAL LP | 427.000 $ | -70.000 $ | -14,1 % | |||||||||
| New Hampshire Trust | 424.972 $ | +198.540 $ | +87,7 % | |||||||||
| Nova Wealth Management, Inc. | 411.479 $ | +46.997 $ | +12,9 % | 364.482 $ | +26.721 $ | +7,9 % | 337.761 $ | +18.899 $ | +5,9 % | 318.862 $ | -28.570 $ | -8,2 % |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 409.616 $ | |||||||||||
| FIFTH THIRD SECURITIES, INC. | 408.228 $ | +200.756 $ | +96,8 % | 207.472 $ | -1.425 $ | -0,7 % | 208.897 $ | |||||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 405.664 $ | +7.512 $ | +1,9 % | |||||||||
| KWB Wealth | 372.262 $ | -30.002 $ | -7,5 % | 402.264 $ | +95.404 $ | +31,1 % | 306.860 $ | +14.801 $ | +5,1 % | |||
| Signature Equity Partners, LLC | 398.643 $ | +166.788 $ | +71,9 % | 231.855 $ | +139.376 $ | +150,7 % | 92.479 $ | |||||
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 336.906 $ | +27.802 $ | +9,0 % | 309.104 $ | -75.072 $ | -19,5 % | 384.176 $ | +29.484 $ | +8,3 % | 354.692 $ | -210.395 $ | -37,2 % |
| Envestnet Portfolio Solutions, Inc. | 367.271 $ | +101.923 $ | +38,4 % | 265.348 $ | -1.211 $ | -0,5 % | 266.559 $ | +6.355 $ | +2,4 % | 260.204 $ | ||
| J. R. Prunier Capital Management LLC | 364.102 $ | |||||||||||
| Independent Wealth Network Inc. | 363.333 $ | +35.255 $ | +10,7 % | 328.078 $ | +71.158 $ | +27,7 % | ||||||
| Prime Capital Investment Advisors, LLC | 358.310 $ | +123.431 $ | +52,6 % | 234.879 $ | ||||||||
| OneDigital Investment Advisors LLC | 356.807 $ | |||||||||||
| Cooper Financial Group | 354.454 $ | +63.959 $ | +22,0 % | 290.495 $ | ||||||||
| Quantinno Capital Management LP | 348.108 $ | |||||||||||
| HHM Wealth Advisors, LLC | 345.965 $ | |||||||||||
| Friday Financial | 342.639 $ | +3.168 $ | +0,9 % | 339.471 $ | -3.168 $ | -0,9 % | 342.639 $ | +422 $ | +0,1 % | 342.217 $ | +6.337 $ | +1,9 % |
| Pacific Point Advisors, LLC | 234.150 $ | +2.356 $ | +1,0 % | 231.794 $ | -101.503 $ | -30,5 % | 333.297 $ | |||||
| Palisades Hudson Asset Management, L.P. | 325.000 $ | +60.000 $ | +22,6 % | 265.000 $ | -18.000 $ | -6,4 % | 283.000 $ | +9.000 $ | +3,3 % | 274.000 $ | +19.000 $ | +7,5 % |
| Bill Few Associates, Inc. | 319.764 $ | +3.217 $ | +1,0 % | 316.547 $ | -2.955 $ | -0,9 % | 319.502 $ | +394 $ | +0,1 % | 319.108 $ | +5.910 $ | +1,9 % |
| Brio Consultants, LLC | 277.176 $ | +1.024 $ | +0,4 % | 276.152 $ | -723 $ | -0,3 % | 276.875 $ | -26.802 $ | -8,8 % | 303.677 $ | ||
| Visionary Wealth Advisors | 303.022 $ | +5.857 $ | +2,0 % | 297.165 $ | -169 $ | -0,1 % | 297.334 $ | +2.982 $ | +1,0 % | 294.352 $ | -8.139 $ | -2,7 % |
| Trademark Financial Management, LLC | 294.891 $ | +32.612 $ | +12,4 % | 262.279 $ | +31.741 $ | +13,8 % | 230.538 $ | +10.018 $ | +4,5 % | 220.520 $ | -9.511 $ | -4,1 % |
| Alpha Financial Partners LLC | 293.763 $ | +79.799 $ | +37,3 % | 213.964 $ | -68.408 $ | -24,2 % | 282.372 $ | +2.702 $ | +1,0 % | 279.670 $ | ||
| Kovack Advisors, Inc. | 293.574 $ | +26.957 $ | +10,1 % | 266.617 $ | +14.578 $ | +5,8 % | 252.039 $ | +49.804 $ | +24,6 % | 202.235 $ | -1.122.325 $ | -84,7 % |
| Trajan Wealth LLC | 290.276 $ | |||||||||||
| FMR LLC | 286.955 $ | +31.168 $ | +12,2 % | 255.787 $ | +22.134 $ | +9,5 % | 233.653 $ | +26.075 $ | +12,6 % | 207.578 $ | +17.566 $ | +9,2 % |
| AE Wealth Management LLC | 271.990 $ | +11.501 $ | +4,4 % | 260.489 $ | -15.220 $ | -5,5 % | 275.709 $ | +7.885 $ | +2,9 % | 267.824 $ | +7.445 $ | +2,9 % |
| PRINCIPAL SECURITIES, INC. | 274.108 $ | +16.088 $ | +6,2 % | 258.020 $ | +83.900 $ | +48,2 % | 174.120 $ | +20.395 $ | +13,3 % | |||
| Financial Gravity Companies, Inc. | 273.786 $ | +63.424 $ | +30,1 % | |||||||||
| SYNOVUS FINANCIAL CORP | 256.072 $ | +6.074 $ | +2,4 % | |||||||||
| Pinnacle Financial Partners, Inc. | 253.856 $ | +4.092 $ | +1,6 % | 249.764 $ | +3.006 $ | +1,2 % | 246.758 $ | |||||
| DAYMARK WEALTH PARTNERS, LLC | 250.318 $ | +2.519 $ | +1,0 % | 247.799 $ | -2.313 $ | -0,9 % | 250.112 $ | +308 $ | +0,1 % | 249.804 $ | +1.287 $ | +0,5 % |
| Brooklyn Investment Group | 245.558 $ | |||||||||||
| TFB Advisors LLC | 245.109 $ | +29.022 $ | +13,4 % | 216.087 $ | ||||||||
| Financial Gravity Asset Management, Inc. | 228.594 $ | -15.966 $ | -6,5 % | 244.560 $ | +5.033 $ | +2,1 % | 239.527 $ | |||||
| NWF Advisory Services Inc. | 240.082 $ | |||||||||||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 234.758 $ | +4.772 $ | +2,1 % | 229.986 $ | ||||||||
| CATALYST FINANCIAL PARTNERS LLC | 209.952 $ | -20.239 $ | -8,8 % | 230.191 $ | ||||||||
| Gateway Wealth Partners, LLC | 226.588 $ | |||||||||||
| MATAURO, LLC | 226.010 $ | +14.320 $ | +6,8 % | 211.690 $ | ||||||||
| ASSETMARK, INC | 210.659 $ | +59.637 $ | +39,5 % | 151.022 $ | -26.291 $ | -14,8 % | 177.313 $ | +12.260 $ | +7,4 % | 165.053 $ | +21.276 $ | +14,8 % |
| Dorsey & Whitney Trust CO LLC | 206.050 $ | -1.923 $ | -0,9 % | 207.973 $ | +257 $ | +0,1 % | 207.716 $ | |||||
| Advisor Resource Council | 207.681 $ | -84 $ | -0,0 % | |||||||||
| Americana Partners, LLC | 206.753 $ | +4.270 $ | +2,1 % | 202.483 $ | -1.965 $ | -1,0 % | 204.448 $ | |||||
| CARY STREET PARTNERS FINANCIAL LLC | 201.814 $ | |||||||||||
| Pinnacle Bancorp, Inc. | 165.498 $ | +3.156 $ | +1,9 % | 162.342 $ | ||||||||
| US BANCORP \DE\ | 22.491 $ | +435 $ | +2,0 % | 22.056 $ | -139.825 $ | -86,4 % | 161.881 $ | +38.836 $ | +31,6 % | 123.045 $ | ||
| Global Retirement Partners, LLC | 149.232 $ | +132.475 $ | +790,6 % | 16.757 $ | +263 $ | +1,6 % | 16.494 $ | +473 $ | +3,0 % | |||
| Synergy Investment Management, LLC | 145.177 $ | |||||||||||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 64.232 $ | -74.391 $ | -53,7 % | 138.623 $ | +89.559 $ | +182,5 % | 49.064 $ | |||||
| Integrated Wealth Concepts LLC | 137.947 $ | |||||||||||
| Millstone Evans Group, LLC | 137.343 $ | +2.836 $ | +2,1 % | 134.507 $ | -1.305 $ | -1,0 % | 135.812 $ | +738 $ | +0,5 % | 135.074 $ | +36.403 $ | +36,9 % |
| United Community Bank | 134.412 $ | +4.848 $ | +3,7 % | 129.564 $ | -1.210 $ | -0,9 % | 130.774 $ | +14.741 $ | +12,7 % | 116.033 $ | ||
| CWM, LLC | 127.411 $ | +101.411 $ | +390,0 % | 26.000 $ | ||||||||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 98.402 $ | -24.354 $ | -19,8 % | 122.756 $ | -726 $ | -0,6 % | 123.482 $ | +524 $ | +0,4 % | 122.958 $ | +2.277 $ | +1,9 % |
| Dakota Community Bank & Trust NA | 121.285 $ | |||||||||||
| WEBSTER BANK, N. A. | 97.986 $ | |||||||||||
| PRIVATE TRUST CO NA | 84.660 $ | +53.893 $ | +175,2 % | |||||||||
| Root Financial Partners, LLC | 81.957 $ | -765 $ | -0,9 % | 82.722 $ | ||||||||
| Physician Wealth Advisors, Inc. | 80.523 $ | +2.825 $ | +3,6 % | 77.698 $ | -36 $ | -0,0 % | 77.734 $ | +3.589 $ | +4,8 % | 74.145 $ | +2.909 $ | +4,1 % |
| Buck Wealth Strategies, LLC | 76.995 $ | |||||||||||
| CITIGROUP INC | 72.371 $ | +18.643 $ | +34,7 % | 53.728 $ | +15.080 $ | +39,0 % | 38.648 $ | +1.715 $ | +4,6 % | 36.933 $ | +1.834 $ | +5,2 % |
| Clearstead Advisors, LLC | 67.499 $ | |||||||||||
| Advisory Services Network, LLC | 62.963 $ | +4.819 $ | +8,3 % | 58.144 $ | ||||||||
| True Wealth Design, LLC | 62.123 $ | |||||||||||
| JNBA Financial Advisors | 55.079 $ | +6.522 $ | +13,4 % | 48.557 $ | -118 $ | -0,2 % | 48.675 $ | +2.160 $ | +4,6 % | 46.515 $ | +2.310 $ | +5,2 % |
| BOKF, NA | 52.308 $ | -488 $ | -0,9 % | 52.796 $ | +65 $ | +0,1 % | 52.731 $ | |||||
| GW&K Investment Management, LLC | 51.000 $ | +6.000 $ | +13,3 % | 45.000 $ | +2.000 $ | +4,7 % | 43.000 $ | +1.000 $ | +2,4 % | 42.000 $ | +3.000 $ | +7,7 % |
| MAI Capital Management | 49.673 $ | +1.793 $ | +3,7 % | 47.880 $ | -1.921 $ | -3,9 % | 49.801 $ | +3.181 $ | +6,8 % | |||
| BROWN BROTHERS HARRIMAN & CO | 42.613 $ | |||||||||||
| GHP Investment Advisors, Inc. | 38.427 $ | +4.749 $ | +14,1 % | 33.678 $ | ||||||||
| Sankala Group LLC | 37.527 $ | +16.737 $ | +80,5 % | 20.790 $ | -1.903 $ | -8,4 % | 22.693 $ | |||||
| Pineridge Advisors LLC | 37.153 $ | -155.809 $ | -80,7 % | |||||||||
| SageView Advisory Group, LLC | 36.572 $ | |||||||||||
| MTM Investment Management, LLC | 31.805 $ | +3.766 $ | +13,4 % | 28.039 $ | +943 $ | +3,5 % | 27.096 $ | +1.203 $ | +4,6 % | 25.893 $ | +1.286 $ | +5,2 % |
| Opal Wealth Advisors, LLC | 31.767 $ | +3.888 $ | +13,9 % | |||||||||
| SOUTHERN MICHIGAN BANK & TRUST | 27.150 $ | |||||||||||
| CIBC Private Wealth Group LLC | 27.055 $ | +27.038 $ | +159.047,1 % | |||||||||
| HOEY INVESTMENTS, INC | 23.959 $ | +2.837 $ | +13,4 % | 21.122 $ | ||||||||
| Quent Capital, LLC | 22.054 $ | +2.611 $ | +13,4 % | 19.443 $ | +654 $ | +3,5 % | 18.789 $ | |||||
| Arax Advisory Partners | 20.302 $ | +2.404 $ | +13,4 % | 17.898 $ | +602 $ | +3,5 % | 17.296 $ | +768 $ | +4,6 % | 16.528 $ | +820 $ | +5,2 % |
| Kings Path Partners LLC | 20.162 $ | |||||||||||
| Wealthspire Advisors, LLC | 19.110 $ | |||||||||||
| Glass Jacobson Investment Advisors llc | 15.222 $ | +1.802 $ | +13,4 % | 13.420 $ | +452 $ | +3,5 % | 12.968 $ | +575 $ | +4,6 % | 12.393 $ | +615 $ | +5,2 % |
| Allworth Financial LP | 11.908 $ | +120 $ | +1,0 % | 11.788 $ | +2.486 $ | +26,7 % | ||||||
| Sound Income Strategies, LLC | 10.881 $ | -142 $ | -1,3 % | 11.023 $ | +136 $ | +1,2 % | 10.887 $ | |||||
| MCGUIRE CAPITAL ADVISORS INC | 9.829 $ | |||||||||||
| Silver Grove Financial Group, Inc. | 8.769 $ | |||||||||||
| Smartleaf Asset Management LLC | 8.668 $ | +1.212 $ | +16,3 % | 7.456 $ | -7 $ | -0,1 % | 7.463 $ | |||||
| Strive Financial Group ,LLC | 4.038 $ | |||||||||||
| Downshift Financial, LLC | 3.390 $ | |||||||||||
| Imprint Wealth LLC | 1.809 $ | |||||||||||
| VANGUARD ADVISERS INC | 1.486 $ | +176 $ | +13,4 % | 1.310 $ | ||||||||
| BNP PARIBAS FINANCIAL MARKETS | 609 $ | -170 $ | -21,8 % | 779 $ | ||||||||
| FIRST COMMUNITY TRUST NA | 488 $ | |||||||||||
| 4.048.816.898 $ | +849.026.394 $ | +62,1 % | 3.342.658.061 $ | +520.366.656 $ | +32,5 % | 2.789.849.473 $ | +159.884.780 $ | +873,5 % | 2.612.753.871 $ | +188.733.986 $ | +10,4 % | |