| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 4.055.669.931 $ | +849.018.436 $ | +62,4 % | 3.342.658.061 $ | +520.366.656 $ | +32,5 % | 2.789.853.828 $ | +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 % | |||
| Gotham Asset Management, LLC | 7.605.814 $ | |||||||||||
| 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 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 $ | ||||||||
| Nicht ausgewiesen | 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 | 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 $ | |||||
| 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 $ | |||||||||||
| IFG Advisory, LLC | 105.843 $ | |||||||||||
| Nicht ausgewiesen | 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 $ | |||||||||||
| FIDUCIARY FINANCIAL ADVISORS | 61.824 $ | |||||||||||
| 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 $ | |||||
| Modern Wealth Management, LLC | 8.411 $ | |||||||||||
| TUCKER ASSET MANAGEMENT LLC | 4.355 $ | |||||||||||
| 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 $ | |||||||||||
| LOGAN CAPITAL MANAGEMENT INC | 25 $ | |||||||||||
| 4.055.669.931 $ | +849.018.436 $ | +62,4 % | 3.342.658.061 $ | +520.366.656 $ | +32,5 % | 2.789.853.828 $ | +159.884.780 $ | +873,5 % | 2.612.753.871 $ | +188.733.986 $ | +10,4 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
Die hier gezeigten Zahlen sind eine aggregierte Auswertung öffentlich zugänglicher
aufsichtsrechtlicher Pflichtmeldungen und öffentlicher Register und stellen keine
Bewertung oder Empfehlung zu einzelnen Wertpapieren, Fonds oder Emittenten dar.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Keine Anlageberatung, keine individuelle Empfehlung.
Aggregierte Auswertung öffentlicher Pflichtmeldungen, keine Bewertung einzelner
Wertpapiere. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.