| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 489.544.552 $ | +23.698.743 $ | +16,6 % | 4.242.925.475 $ | +853.838.968 $ | +52,9 % | 3.511.431.481 $ | +509.061.566 $ | +27,3 % | 2.965.576.189 $ | +166.680.806 $ | +41,1 % |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1.058.433.597 $ | +285.010.064 $ | +36,9 % | 773.423.533 $ | +193.009.357 $ | +33,3 % | 580.414.176 $ | +17.288.410 $ | +3,1 % | |||
| MORGAN STANLEY | 447.515.905 $ | +45.977.034 $ | +11,5 % | 401.538.871 $ | +85.538.078 $ | +27,1 % | 316.000.793 $ | +29.741.036 $ | +10,4 % | |||
| BANK OF AMERICA CORP /DE/ | 349.787.168 $ | +60.122.771 $ | +20,8 % | 289.664.397 $ | +4.801.203 $ | +1,7 % | 284.863.194 $ | +29.546.775 $ | +11,6 % | |||
| AMERIPRISE FINANCIAL INC | 295.604.554 $ | +132.110.515 $ | +80,8 % | 163.494.039 $ | +30.094.812 $ | +22,6 % | 133.399.227 $ | +13.060.737 $ | +10,9 % | |||
| RAYMOND JAMES FINANCIAL INC | 174.705.537 $ | +35.471.610 $ | +25,5 % | 139.233.927 $ | +8.580.217 $ | +6,6 % | 130.653.710 $ | +13.530.592 $ | +11,6 % | |||
| LPL Financial LLC | 162.537.582 $ | +33.875.712 $ | +26,3 % | 128.661.870 $ | +17.052.520 $ | +15,3 % | 111.609.350 $ | +10.560.858 $ | +10,5 % | |||
| Orgel Wealth Management, LLC | 158.498.187 $ | +4.592.909 $ | +3,0 % | 153.905.278 $ | +5.605.214 $ | +3,8 % | ||||||
| UBS Group AG | 147.095.214 $ | +29.786.897 $ | +25,4 % | 117.308.317 $ | +14.064.765 $ | +13,6 % | 103.243.552 $ | +1.941.146 $ | +1,9 % | |||
| 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 % | |||
| JONES FINANCIAL COMPANIES LLLP | 81.293.405 $ | +74.397.916 $ | +1.078,9 % | 6.895.489 $ | +4.349.841 $ | +170,9 % | 2.545.648 $ | |||||
| 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 % | |||
| Schneider Downs Wealth Management Advisors, LP | 62.479.519 $ | -5.048.103 $ | -7,5 % | 67.527.622 $ | +2.671.746 $ | +4,1 % | 64.855.876 $ | +3.166.239 $ | +5,1 % | 61.689.637 $ | +4.563.834 $ | +8,0 % |
| Cetera Investment Advisers | 66.800.020 $ | +9.393.257 $ | +16,4 % | 57.406.763 $ | +3.755.238 $ | +7,0 % | 53.651.525 $ | +4.328.847 $ | +8,8 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 58.861.041 $ | +10.134.842 $ | +20,8 % | 48.726.199 $ | +4.943.730 $ | +11,3 % | 43.782.469 $ | -5.387 $ | -0,0 % | |||
| ROYAL BANK OF CANADA | 58.573.000 $ | +10.908.000 $ | +22,9 % | 47.665.000 $ | +18.689.000 $ | +64,5 % | 28.976.000 $ | +6.841.000 $ | +30,9 % | |||
| Go Invest LLC | 48.951.603 $ | +3.824.799 $ | +8,5 % | 45.126.804 $ | +8.626.813 $ | +23,6 % | 36.499.991 $ | +33.154.741 $ | +991,1 % | 3.345.250 $ | ||
| 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 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 39.058.357 $ | +4.013.327 $ | +11,5 % | 35.045.030 $ | +21.115.597 $ | +151,6 % | 13.929.433 $ | +718.433 $ | +5,4 % | |||
| Midwest Trust Co | 32.780.153 $ | -1.151.816 $ | -3,4 % | 33.931.969 $ | +3.529.417 $ | +11,6 % | 30.402.552 $ | -686.979 $ | -2,2 % | 31.089.531 $ | +15.286.706 $ | +96,7 % |
| OSAIC HOLDINGS, INC. | 31.042.697 $ | +6.761.312 $ | +27,8 % | 24.281.385 $ | +1.160.953 $ | +5,0 % | 23.120.432 $ | -116.343 $ | -0,5 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Smith & Howard Wealth Management, LLC | 21.439.086 $ | +19.371.381 $ | +936,9 % | 2.067.705 $ | ||||||||
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 20.853.593 $ | +704.630 $ | +3,5 % | 20.148.963 $ | +551.385 $ | +2,8 % | 19.597.578 $ | -50.181 $ | -0,3 % | |||
| Concurrent Investment Advisors, LLC | 20.602.637 $ | +1.642.759 $ | +8,7 % | 18.959.878 $ | +10.186.123 $ | +116,1 % | 8.773.755 $ | +699.911 $ | +8,7 % | 8.073.844 $ | +665.480 $ | +9,0 % |
| Lebenthal Global Advisors, LLC | 20.233.626 $ | +4.069.764 $ | +25,2 % | 16.163.862 $ | -698.743 $ | -4,1 % | 16.862.605 $ | +15.798.678 $ | +1.484,9 % | 1.063.927 $ | +24.932 $ | +2,4 % |
| Rockefeller Capital Management L.P. | 18.298.043 $ | +1.885.406 $ | +11,5 % | 16.412.637 $ | +293.681 $ | +1,8 % | 16.118.956 $ | +6.320.748 $ | +64,5 % | |||
| 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 % | |||
| Avior Wealth Management, LLC | 17.031.238 $ | +7.970.076 $ | +88,0 % | 9.061.162 $ | +3.214.987 $ | +55,0 % | 5.846.175 $ | |||||
| Orion Porfolio Solutions, LLC | 16.438.274 $ | +167.538 $ | +1,0 % | 16.270.736 $ | +2.154.648 $ | +15,3 % | 14.116.088 $ | +406.099 $ | +3,0 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9.792.704 $ | -1.579.595 $ | -13,9 % | 11.372.299 $ | -3.819.019 $ | -25,1 % | 15.191.318 $ | -1.171.972 $ | -7,2 % | 16.363.290 $ | +3.288.247 $ | +25,1 % |
| 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 % | |||
| JANE STREET GROUP, LLC | 14.176.359 $ | -633.129 $ | -4,3 % | 14.809.488 $ | +6.130.068 $ | +70,6 % | 8.679.420 $ | +2.853.423 $ | +49,0 % | |||
| Waverly Advisors, LLC | 13.966.683 $ | |||||||||||
| Ameritas Investment Partners, Inc. | 13.590.250 $ | +1.901.705 $ | +16,3 % | 11.688.545 $ | ||||||||
| ACT Advisors, LLC. | 13.236.216 $ | -213.851 $ | -1,6 % | 13.450.067 $ | +281.469 $ | +2,1 % | 13.168.598 $ | -16.258 $ | -0,1 % | 13.184.856 $ | +1.332.882 $ | +11,2 % |
| CFO4Life Group, LLC | 13.132.505 $ | +307.657 $ | +2,4 % | 12.824.848 $ | +421.800 $ | +3,4 % | 12.403.048 $ | +130.982 $ | +1,1 % | |||
| 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 % | |||
| TruWealth Advisors, LLC | 12.895.306 $ | +287.449 $ | +2,3 % | 12.607.857 $ | +455.232 $ | +3,7 % | ||||||
| RTD Financial Advisors, Inc. | 9.817.686 $ | -2.889.200 $ | -22,7 % | 12.706.886 $ | +806.456 $ | +6,8 % | 11.900.430 $ | +96.787 $ | +0,8 % | 11.803.643 $ | -67.906 $ | -0,6 % |
| CONDOR CAPITAL MANAGEMENT | 12.533.596 $ | +330.136 $ | +2,7 % | 12.203.460 $ | +140.671 $ | +1,2 % | 12.062.789 $ | +456.765 $ | +3,9 % | |||
| 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 % | |||
| OPPENHEIMER ASSET MANAGEMENT INC. | 12.193.897 $ | +691.140 $ | +6,0 % | 11.502.757 $ | +1.182.229 $ | +11,5 % | 10.320.528 $ | +1.170.707 $ | +12,8 % | 9.149.821 $ | -461.435 $ | -4,8 % |
| INVENIO WEALTH PARTNERS LLC | 10.947.348 $ | -285.672 $ | -2,5 % | 11.233.020 $ | +1.348.933 $ | +13,6 % | 9.884.087 $ | +197.633 $ | +2,0 % | 9.686.454 $ | +510.823 $ | +5,6 % |
| MassMutual Private Wealth & Trust, FSB | 10.545.735 $ | -643.139 $ | -5,7 % | 11.188.874 $ | +449.229 $ | +4,2 % | 10.739.645 $ | -336.417 $ | -3,0 % | 11.076.062 $ | +983.980 $ | +9,8 % |
| 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 % | |||
| 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 % | |||
| Summit Financial, LLC | 10.410.707 $ | -13.915 $ | -0,1 % | 10.424.622 $ | +882.984 $ | +9,3 % | 9.541.638 $ | +291.196 $ | +3,1 % | |||
| Hudock, Inc. | 7.187.786 $ | -2.880.938 $ | -28,6 % | 10.068.724 $ | +124.218 $ | +1,2 % | 9.944.506 $ | +1.659.602 $ | +20,0 % | 8.284.904 $ | +307.311 $ | +3,9 % |
| 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 % | |||
| STACKSTONE WEALTH, LLC | 9.793.890 $ | |||||||||||
| VICUS CAPITAL | 9.528.509 $ | +371.865 $ | +4,1 % | 9.156.644 $ | -69.734 $ | -0,8 % | 9.226.378 $ | +667.923 $ | +7,8 % | |||
| MARINO, STRAM & ASSOCIATES LLC | 8.333.008 $ | -1.011.815 $ | -10,8 % | 9.344.823 $ | +939.629 $ | +11,2 % | 8.405.194 $ | +401.474 $ | +5,0 % | 8.003.720 $ | +609.656 $ | +8,2 % |
| 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 % | |||
| Equitable Holdings, Inc. | 9.231.627 $ | +1.044.389 $ | +12,8 % | 8.187.238 $ | +146.061 $ | +1,8 % | 8.041.177 $ | -17.661 $ | -0,2 % | |||
| Dynamic Advisor Solutions LLC | 8.526.278 $ | -391.553 $ | -4,4 % | 8.917.831 $ | +35.618 $ | +0,4 % | 8.882.213 $ | +80.142 $ | +0,9 % | 8.802.071 $ | -192.305 $ | -2,1 % |
| Diversify Advisory Services, LLC | 276.110 $ | +31.736 $ | +13,0 % | 244.374 $ | -8.497.847 $ | -97,2 % | 8.742.221 $ | +5.420.611 $ | +163,2 % | |||
| TRUIST FINANCIAL CORP | 8.247.284 $ | -384.086 $ | -4,4 % | 8.631.370 $ | +712.866 $ | +9,0 % | 7.918.504 $ | -108.185 $ | -1,3 % | 8.026.689 $ | +315.363 $ | +4,1 % |
| TSFG, LLC | 8.248.000 $ | -312.000 $ | -3,6 % | 8.560.000 $ | +7.204.000 $ | +531,3 % | 1.356.000 $ | +825.000 $ | +155,4 % | 531.000 $ | -3.363.000 $ | -86,4 % |
| AXXCESS WEALTH MANAGEMENT, LLC | 8.445.946 $ | +7.394.744 $ | +703,5 % | 1.051.202 $ | +28.099 $ | +2,7 % | ||||||
| SAGE PRIVATE WEALTH GROUP, LLC | 8.439.695 $ | |||||||||||
| IHT Wealth Management, LLC | 8.311.884 $ | +1.945.463 $ | +30,6 % | 6.366.421 $ | +332.778 $ | +5,5 % | 6.033.643 $ | +5.796.694 $ | +2.446,4 % | |||
| GOLDMAN SACHS GROUP INC | 3.361.889 $ | +523.647 $ | +18,4 % | 2.838.242 $ | -5.193.916 $ | -64,7 % | 8.032.158 $ | |||||
| Gotham Asset Management, LLC | 7.605.814 $ | |||||||||||
| CAPTRUST FINANCIAL ADVISORS | 7.565.087 $ | +606.763 $ | +8,7 % | 6.958.324 $ | -474.366 $ | -6,4 % | 7.432.690 $ | -216.434 $ | -2,8 % | |||
| Elyxium Wealth, LLC | 3.932.734 $ | -3.585.050 $ | -47,7 % | 7.517.784 $ | +1.325.981 $ | +21,4 % | 6.191.803 $ | +662.963 $ | +12,0 % | 5.528.840 $ | +2.243.968 $ | +68,3 % |
| 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 % | |||
| 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 % | |||
| Fluent Financial, LLC | 6.195.069 $ | -825.651 $ | -11,8 % | 7.020.720 $ | +688.399 $ | +10,9 % | 6.332.321 $ | +1.763.564 $ | +38,6 % | 4.568.757 $ | +416.245 $ | +10,0 % |
| ASPIRIANT, LLC | 6.918.479 $ | +283.333 $ | +4,3 % | 6.635.146 $ | +447.831 $ | +7,2 % | 6.187.315 $ | +759.153 $ | +14,0 % | 5.428.162 $ | +342.637 $ | +6,7 % |
| 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 $ | +112.590 $ | +1,7 % | 6.637.376 $ | -10.733 $ | -0,2 % | |||
| One Capital Management, LLC | 6.567.281 $ | |||||||||||
| Veridan Wealth LLC | 6.548.957 $ | +640.531 $ | +10,8 % | 5.908.426 $ | +354.174 $ | +6,4 % | 5.554.252 $ | +304.041 $ | +5,8 % | |||
| Bernardo Wealth Planning LLC | 6.514.444 $ | +2.742.901 $ | +72,7 % | 3.771.543 $ | -48.128 $ | -1,3 % | 3.819.671 $ | +167.795 $ | +4,6 % | 3.651.876 $ | +172.381 $ | +5,0 % |
| Clear Trail Advisors, LLC | 5.903.995 $ | -330.191 $ | -5,3 % | 6.234.186 $ | +1.448.716 $ | +30,3 % | 4.785.470 $ | |||||
| OPPENHEIMER & CO INC | 6.129.686 $ | +1.411.831 $ | +29,9 % | 4.717.855 $ | +671.571 $ | +16,6 % | 4.046.284 $ | +253.753 $ | +6,7 % | 3.792.531 $ | +346.330 $ | +10,0 % |
| 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 % | |||
| 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 % | |||
| Navigation Group, LLC | 5.785.201 $ | +767.631 $ | +15,3 % | 5.017.570 $ | ||||||||
| 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 % | |||
| Prosperity Financial Group, Inc. | 5.636.965 $ | -86.979 $ | -1,5 % | 5.723.944 $ | +1.020.467 $ | +21,7 % | 4.703.477 $ | +1.510.113 $ | +47,3 % | 3.193.364 $ | +326.458 $ | +11,4 % |
| First Heartland Consultants, Inc. | 5.612.507 $ | +1.125.327 $ | +25,1 % | 4.487.180 $ | +2.473.572 $ | +122,8 % | 2.013.608 $ | +1.753.021 $ | +672,7 % | 260.587 $ | ||
| Atria Investments, Inc | 5.561.973 $ | +1.150.986 $ | +26,1 % | 4.410.987 $ | +1.864.059 $ | +73,2 % | 2.546.928 $ | +1.741.639 $ | +216,3 % | 805.289 $ | +309.423 $ | +62,4 % |
| 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 % | |||
| Savant Capital, LLC | 5.381.291 $ | +2.672.270 $ | +98,6 % | 2.709.021 $ | +37.369 $ | +1,4 % | 2.671.652 $ | -22.787 $ | -0,8 % | |||
| JPMORGAN CHASE & CO | 3.771.991 $ | -1.214.401 $ | -24,4 % | 4.986.392 $ | +1.140.169 $ | +29,6 % | 3.846.223 $ | -3.332.365 $ | -46,4 % | |||
| Farther Finance Advisors, LLC | 4.128.762 $ | -719.097 $ | -14,8 % | 4.847.859 $ | +57.623 $ | +1,2 % | 4.790.236 $ | -109.543 $ | -2,2 % | 4.899.779 $ | +1.318.693 $ | +36,8 % |
| Smallwood Wealth Investment Management, LLC | 4.736.957 $ | +287.007 $ | +6,4 % | 4.449.950 $ | +467.924 $ | +11,8 % | 3.982.026 $ | +20.602 $ | +0,5 % | 3.961.424 $ | +724.587 $ | +22,4 % |
| JOURNEY STRATEGIC WEALTH LLC | 4.649.564 $ | +1.275.676 $ | +37,8 % | 3.373.888 $ | +333.158 $ | +11,0 % | ||||||
| Spartan Wealth Advisory Services LLC | 4.617.955 $ | |||||||||||
| Focus Advisor Solutions, LLC | 4.089.098 $ | -468.073 $ | -10,3 % | 4.557.171 $ | -432.494 $ | -8,7 % | ||||||
| CITADEL ADVISORS LLC | 4.502.415 $ | +519.581 $ | +13,0 % | 3.982.834 $ | +543.398 $ | +15,8 % | 3.439.436 $ | +847.306 $ | +32,7 % | |||
| 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 % | |||
| 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 % | |||
| B. Riley Wealth Advisors, Inc. | 3.598.037 $ | -726.960 $ | -16,8 % | 4.324.997 $ | +60.255 $ | +1,4 % | 4.264.742 $ | +481.061 $ | +12,7 % | 3.783.681 $ | -122.404 $ | -3,1 % |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| KINGSWOOD WEALTH ADVISORS, LLC | 2.993.500 $ | +72.373 $ | +2,5 % | 2.921.127 $ | +117.348 $ | +4,2 % | 2.803.779 $ | -1.204.445 $ | -30,0 % | 4.008.224 $ | +108.951 $ | +2,8 % |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 3.906.956 $ | +1.783.032 $ | +83,9 % | 2.123.924 $ | -62.362 $ | -2,9 % | 2.186.286 $ | +16.162 $ | +0,7 % | 2.170.124 $ | -43.934 $ | -2,0 % |
| Evergreen Private Wealth LLC | 3.567.385 $ | -269.532 $ | -7,0 % | 3.836.917 $ | +1.964.436 $ | +104,9 % | 1.872.481 $ | +70.506 $ | +3,9 % | 1.801.975 $ | +204.519 $ | +12,8 % |
| Cambridge Investment Research Advisors, Inc. | 3.790.000 $ | +1.753.000 $ | +86,1 % | 2.037.000 $ | +76.000 $ | +3,9 % | 1.961.000 $ | +528.000 $ | +36,8 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3.238.124 $ | +1.599.619 $ | +97,6 % | 1.638.505 $ | -1.997.686 $ | -54,9 % | 3.636.191 $ | +434.728 $ | +13,6 % | 3.201.463 $ | +183.008 $ | +6,1 % |
| Janney Montgomery Scott LLC | 3.598.000 $ | +813.000 $ | +29,2 % | 2.785.000 $ | +1.547.000 $ | +125,0 % | 1.238.000 $ | +514.000 $ | +71,0 % | |||
| NewEdge Advisors, LLC | 3.413.855 $ | +2.639.664 $ | +341,0 % | 774.191 $ | -19.569 $ | -2,5 % | 793.760 $ | -1.029.147 $ | -56,5 % | |||
| AdvisorNet Financial, Inc | 2.836.869 $ | -575.002 $ | -16,9 % | 3.411.871 $ | +2.388 $ | +0,1 % | 3.409.483 $ | +436.970 $ | +14,7 % | 2.972.513 $ | +938.750 $ | +46,2 % |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| NorthRock Partners, LLC | 3.048.038 $ | +745.054 $ | +32,4 % | 2.302.984 $ | ||||||||
| Capital Investment Advisors, LLC | 3.021.736 $ | +181.624 $ | +6,4 % | 2.840.112 $ | +937.069 $ | +49,2 % | 1.903.043 $ | +328.011 $ | +20,8 % | 1.575.032 $ | +444.365 $ | +39,3 % |
| Legacy Financial Strategies, LLC | 2.585.605 $ | -212.613 $ | -7,6 % | 2.798.218 $ | +2.124 $ | +0,1 % | 2.796.094 $ | +195.431 $ | +7,5 % | 2.600.663 $ | -23.206 $ | -0,9 % |
| 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 % | |||
| 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 % | |||
| Clark Wealth Partners | 2.513.279 $ | -66.255 $ | -2,6 % | 2.579.534 $ | +275.199 $ | +11,9 % | 2.304.335 $ | +6.953 $ | +0,3 % | 2.297.382 $ | +0 $ | +0,0 % |
| Hilton Head Capital Partners, LLC | 1.993.497 $ | -150.646 $ | -7,0 % | 2.144.143 $ | -308.736 $ | -12,6 % | 2.452.879 $ | -109.421 $ | -4,3 % | 2.562.300 $ | ||
| Hapanowicz & Associates Financial Services, Inc | 2.375.973 $ | -152.653 $ | -6,0 % | 2.528.626 $ | +200.565 $ | +8,6 % | 2.328.061 $ | +826.803 $ | +55,1 % | 1.501.258 $ | ||
| 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 % | |||
| Peck Wealth Management, LLC | 856.296 $ | -1.492.001 $ | -63,5 % | 2.348.297 $ | +2.214.060 $ | +1.649,4 % | 134.237 $ | -11.005 $ | -7,6 % | 145.242 $ | +90.700 $ | +166,3 % |
| 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 % | |||
| Ascentis Independent Advisors | 2.271.720 $ | +170.786 $ | +8,1 % | |||||||||
| TITLEIST ASSET MANAGEMENT, LLC | 2.261.851 $ | +36.258 $ | +1,6 % | 2.225.593 $ | +234.228 $ | +11,8 % | 1.991.365 $ | +1.114.315 $ | +127,1 % | 877.050 $ | +37.944 $ | +4,5 % |
| 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 % | |||
| Collaborative Fund Advisors, LLC | 1.124.335 $ | -1.091.743 $ | -49,3 % | 2.216.078 $ | ||||||||
| NewEdge Wealth, LLC | 2.079.609 $ | -55.163 $ | -2,6 % | 2.134.772 $ | +1.654.447 $ | +344,4 % | 480.325 $ | +8.687 $ | +1,8 % | |||
| 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 % | |||
| DAVENPORT & Co LLC | 2.058.712 $ | -6.269 $ | -0,3 % | 2.064.981 $ | +998.815 $ | +93,7 % | 1.066.166 $ | +137.647 $ | +14,8 % | 928.519 $ | +230.766 $ | +33,1 % |
| 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 % | |||
| GTS SECURITIES LLC | 555.972 $ | -1.450.718 $ | -72,3 % | 2.006.690 $ | +384.275 $ | +23,7 % | 1.622.415 $ | -1.362.018 $ | -45,6 % | |||
| 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 % | |||
| OLD MISSION CAPITAL LLC | 1.982.023 $ | +839.374 $ | +73,5 % | 1.142.649 $ | +84.996 $ | +8,0 % | 1.057.653 $ | |||||
| 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 % | |||
| 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 $ | ||||||||
| VestGen Advisors, LLC | 1.804.111 $ | +8.420 $ | +0,5 % | 1.795.691 $ | +147.321 $ | +8,9 % | 1.648.370 $ | +410.484 $ | +33,2 % | 1.237.886 $ | -1.663.339 $ | -57,3 % |
| Purus Wealth Management, LLC | 1.724.811 $ | -37.554 $ | -2,1 % | 1.762.365 $ | +160.465 $ | +10,0 % | 1.601.900 $ | +771.728 $ | +93,0 % | 830.172 $ | +470.336 $ | +130,7 % |
| 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 % | |||
| Indivisible Partners | 1.729.350 $ | +831.099 $ | +92,5 % | 898.251 $ | +175.522 $ | +24,3 % | 722.729 $ | +102.652 $ | +16,6 % | 620.077 $ | ||
| Kuhn & Co Investment Counsel | 1.682.596 $ | -23.195 $ | -1,4 % | 1.705.791 $ | +118.645 $ | +7,5 % | 1.587.146 $ | -39.291 $ | -2,4 % | 1.626.437 $ | +128.633 $ | +8,6 % |
| Spire Wealth Management | 1.491.089 $ | -176.627 $ | -10,6 % | 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 % | |||
| Corient Private Wealth LP | 782.979 $ | -797.595 $ | -50,5 % | 1.580.574 $ | ||||||||
| WELLS FARGO & COMPANY/MN | 1.548.684 $ | +872.239 $ | +128,9 % | 676.445 $ | -53.421 $ | -7,3 % | 729.866 $ | -178.757 $ | -19,7 % | |||
| 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 % | |||
| MONECO ADVISORS, LLC | 1.442.262 $ | +473.336 $ | +48,9 % | 968.926 $ | +43.432 $ | +4,7 % | 925.494 $ | +229.500 $ | +33,0 % | |||
| Janney Capital Management LLC | 1.434.000 $ | +4.000 $ | +0,3 % | |||||||||
| Focus Partners Wealth | 1.410.735 $ | +114.462 $ | +8,8 % | 1.296.273 $ | +2.936 $ | +0,2 % | 1.293.337 $ | -710.021 $ | -35,4 % | |||
| PFG Advisors | 1.054.513 $ | -36.824 $ | -3,4 % | 1.091.337 $ | -118.326 $ | -9,8 % | 1.209.663 $ | -194.514 $ | -13,9 % | 1.404.177 $ | -103.159 $ | -6,8 % |
| ATTICUS WEALTH MANAGEMENT, LLC | 1.375.895 $ | +291.625 $ | +26,9 % | 1.084.270 $ | +604.017 $ | +125,8 % | 480.253 $ | +16.512 $ | +3,6 % | 463.741 $ | +55.997 $ | +13,7 % |
| FIFTH THIRD BANCORP | 1.339.693 $ | +69.470 $ | +5,5 % | 1.270.223 $ | ||||||||
| BALYASNY ASSET MANAGEMENT L.P. | 1.334.603 $ | +144.322 $ | +12,1 % | 1.190.281 $ | ||||||||
| PARK AVENUE SECURITIES LLC | 1.320.000 $ | +9.000 $ | +0,7 % | 1.311.000 $ | +68.000 $ | +5,5 % | 1.243.000 $ | -54.000 $ | -4,2 % | 1.297.000 $ | +37.000 $ | +2,9 % |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.286.459 $ | |||||||||||
| LIBERTY SQUARE WEALTH PARTNERS LLC | 958.025 $ | -61.411 $ | -6,0 % | 1.019.436 $ | -251.574 $ | -19,8 % | 1.271.010 $ | -601.749 $ | -32,1 % | |||
| Dakota Wealth Management | 1.260.064 $ | +169.216 $ | +15,5 % | 1.090.848 $ | +226.159 $ | +26,2 % | 864.689 $ | |||||
| TWO SIGMA INVESTMENTS, LP | 500.752 $ | -743.610 $ | -59,8 % | 1.244.362 $ | ||||||||
| Wealthcare Advisory Partners LLC | 1.083.515 $ | -76.851 $ | -6,6 % | 1.160.366 $ | +99 $ | +0,0 % | 1.160.267 $ | -67.380 $ | -5,5 % | 1.227.647 $ | -306.143 $ | -20,0 % |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.214.376 $ | +16.527 $ | +1,4 % | 1.197.849 $ | +951.392 $ | +386,0 % | 246.457 $ | -757.514 $ | -75,5 % | 1.003.971 $ | +434.265 $ | +76,2 % |
| 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 % | |||
| COMERICA BANK | 1.196.986 $ | +11.882 $ | +1,0 % | |||||||||
| 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 % | |||
| Kestra Advisory Services, LLC | 529.204 $ | +198.006 $ | +59,8 % | 331.198 $ | -803.567 $ | -70,8 % | 1.134.765 $ | +440.933 $ | +63,6 % | |||
| Nuveen, LLC | 1.118.095 $ | |||||||||||
| Frontier Asset Management, LLC | 889.394 $ | -22.968 $ | -2,5 % | 912.362 $ | -69.334 $ | -7,1 % | 981.696 $ | -134.941 $ | -12,1 % | 1.116.637 $ | +34.934 $ | +3,2 % |
| OneDigital Investment Advisors LLC | 1.010.426 $ | +223.217 $ | +28,4 % | 787.209 $ | -303.807 $ | -27,8 % | 1.091.016 $ | -267.282 $ | -19,7 % | |||
| Kennebec Savings Bank | 1.071.809 $ | +889.365 $ | +487,5 % | |||||||||
| Integrated Advisors Network LLC | 774.411 $ | -276.351 $ | -26,3 % | 1.050.762 $ | +105.753 $ | +11,2 % | 945.009 $ | +94.792 $ | +11,1 % | 850.217 $ | +378.024 $ | +80,1 % |
| Narus Financial Partners, LLC | 982.421 $ | -63.119 $ | -6,0 % | 1.045.540 $ | +80.424 $ | +8,3 % | 965.116 $ | -9.009 $ | -0,9 % | 974.125 $ | +1.202 $ | +0,1 % |
| BLVD Private Wealth, LLC | 269.715 $ | -771.443 $ | -74,1 % | 1.041.158 $ | +74.793 $ | +7,7 % | ||||||
| Revisor Wealth Management LLC | 871.106 $ | -63.623 $ | -6,8 % | 934.729 $ | -53.564 $ | -5,4 % | 988.293 $ | -43.945 $ | -4,3 % | 1.032.238 $ | -19.850 $ | -1,9 % |
| MRP Capital Investments, LLC | 1.028.287 $ | +92.673 $ | +9,9 % | 935.614 $ | +26.149 $ | +2,9 % | 909.465 $ | +192.498 $ | +26,8 % | |||
| Opes Wealth Management LLC | 1.025.306 $ | +35.075 $ | +3,5 % | 990.231 $ | +24.670 $ | +2,6 % | ||||||
| PKS Advisory Services, LLC | 1.020.662 $ | +0 $ | +0,0 % | 1.020.662 $ | +12.139 $ | +1,2 % | 1.008.523 $ | +105.573 $ | +11,7 % | 902.950 $ | -59.858 $ | -6,2 % |
| D.A. DAVIDSON & CO. | 815.770 $ | -84.525 $ | -9,4 % | 900.295 $ | +89.237 $ | +11,0 % | 811.058 $ | -25.406 $ | -3,0 % | 836.464 $ | +37.119 $ | +4,6 % |
| IFP Advisors, Inc | 320.584 $ | -70.321 $ | -18,0 % | 390.905 $ | +269.177 $ | +221,1 % | 121.728 $ | -766.458 $ | -86,3 % | 888.186 $ | -6.034 $ | -0,7 % |
| RFG - Bristol Wealth Advisors, LLC | 826.866 $ | +25.700 $ | +3,2 % | 801.166 $ | +87.903 $ | +12,3 % | 713.263 $ | +71.379 $ | +11,1 % | 641.884 $ | +220.608 $ | +52,4 % |
| Ameritas Advisory Services, LLC | 246.328 $ | -574.770 $ | -70,0 % | 821.098 $ | +735.454 $ | +858,7 % | ||||||
| Paulson Wealth Management Inc. | 554.070 $ | -175.913 $ | -24,1 % | 729.983 $ | -80.865 $ | -10,0 % | 810.848 $ | -12.764 $ | -1,5 % | |||
| 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 % | |||
| TD PRIVATE CLIENT WEALTH LLC | 702.530 $ | -29.114 $ | -4,0 % | 731.644 $ | +35.202 $ | +5,1 % | 696.442 $ | |||||
| Advisor Resource Council | 591.741 $ | +46.055 $ | +8,4 % | 545.686 $ | -165.600 $ | -23,3 % | 711.286 $ | |||||
| SWMG, LLC | 491.118 $ | -130.545 $ | -21,0 % | 621.663 $ | -53.152 $ | -7,9 % | 674.815 $ | -34.672 $ | -4,9 % | 709.487 $ | -7.612 $ | -1,1 % |
| Focus Financial Network, Inc. | 622.132 $ | -10.240 $ | -1,6 % | 632.372 $ | -27.089 $ | -4,1 % | 659.461 $ | -43.605 $ | -6,2 % | 703.066 $ | -4.205 $ | -0,6 % |
| NATIXIS ADVISORS, LLC | 689.000 $ | +251.000 $ | +57,3 % | 438.000 $ | ||||||||
| HARBOUR INVESTMENTS, INC. | 687.057 $ | +27.794 $ | +4,2 % | 659.263 $ | +486.776 $ | +282,2 % | 172.487 $ | -22.997 $ | -11,8 % | |||
| Syntegra Private Wealth Group, LLC | 681.417 $ | +113.959 $ | +20,1 % | 567.458 $ | +55.464 $ | +10,8 % | 511.994 $ | +20.434 $ | +4,2 % | 491.560 $ | +741 $ | +0,2 % |
| Avidian Wealth Enterprises, LLC | 666.723 $ | |||||||||||
| Stonehearth Capital Management, LLC | 660.868 $ | +62.203 $ | +10,4 % | 598.665 $ | -34.116 $ | -5,4 % | 632.781 $ | |||||
| Hyundai Investments Co., Ltd. | 630.344 $ | +267.358 $ | +73,7 % | 362.986 $ | -73.221 $ | -16,8 % | 436.207 $ | |||||
| OLD NATIONAL BANCORP /IN/ | 593.773 $ | +13.020 $ | +2,2 % | 580.753 $ | -45.375 $ | -7,2 % | 626.128 $ | +57.246 $ | +10,1 % | 568.882 $ | +980 $ | +0,2 % |
| KFG WEALTH MANAGEMENT, LLC | 585.202 $ | -37.598 $ | -6,0 % | 622.800 $ | ||||||||
| Stronghold Wealth Management L.L.C. | 603.185 $ | +18.201 $ | +3,1 % | 584.984 $ | -22.486 $ | -3,7 % | 607.470 $ | +14.572 $ | +2,5 % | 592.898 $ | ||
| Savvy Advisors, Inc. | 602.839 $ | +256.351 $ | +74,0 % | 346.488 $ | -234.204 $ | -40,3 % | 580.692 $ | -54.702 $ | -8,6 % | |||
| Beacon Capital Management, LLC | 398.166 $ | -204.658 $ | -33,9 % | 602.824 $ | ||||||||
| NewSquare Capital LLC | 584.181 $ | +19.811 $ | +3,5 % | 564.370 $ | +17.602 $ | +3,2 % | 546.768 $ | -35.703 $ | -6,1 % | |||
| Narwhal Capital Management | 466.139 $ | -106.123 $ | -18,5 % | 572.262 $ | -19.226 $ | -3,3 % | ||||||
| Duncan Williams Asset Management, LLC | 474.525 $ | -72.252 $ | -13,2 % | 546.777 $ | -4.360 $ | -0,8 % | 551.137 $ | -25.417 $ | -4,4 % | |||
| Rossby Financial, LCC | 434.142 $ | -114.578 $ | -20,9 % | 548.720 $ | +246.842 $ | +81,8 % | 301.878 $ | -99.751 $ | -24,8 % | |||
| Retirement Planning Group, LLC | 524.799 $ | |||||||||||
| HUB Investment Partners, LLC | 515.942 $ | +193.708 $ | +60,1 % | 322.234 $ | -18.740 $ | -5,5 % | 340.974 $ | +69.984 $ | +25,8 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 515.281 $ | -403.249 $ | -43,9 % | |||||||||
| 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 $ | |||||
| MAI Capital Management | 340.365 $ | -75.327 $ | -18,1 % | 415.692 $ | -87.662 $ | -17,4 % | 503.354 $ | -25.902 $ | -4,9 % | |||
| Sunpointe, LLC | 411.863 $ | -35.421 $ | -7,9 % | 447.284 $ | -54.087 $ | -10,8 % | 501.371 $ | +948 $ | +0,2 % | 500.423 $ | ||
| Prime Capital Investment Advisors, LLC | 498.990 $ | +140.680 $ | +39,3 % | 358.310 $ | +123.431 $ | +52,6 % | 234.879 $ | |||||
| Good Steward Wealth Advisors,LLC | 495.246 $ | +8.774 $ | +1,8 % | 486.472 $ | +42.819 $ | +9,7 % | 443.653 $ | +10.878 $ | +2,5 % | |||
| Signature Equity Partners, LLC | 495.099 $ | +96.456 $ | +24,2 % | 398.643 $ | +166.788 $ | +71,9 % | 231.855 $ | +139.376 $ | +150,7 % | 92.479 $ | ||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 494.939 $ | +38.541 $ | +8,4 % | 456.398 $ | -14.905 $ | -3,2 % | 471.303 $ | +71.377 $ | +17,8 % | |||
| J.W. COLE ADVISORS, INC. | 487.974 $ | +53.990 $ | +12,4 % | 433.984 $ | +45.403 $ | +11,7 % | ||||||
| Covenant Asset Management, LLC | 476.557 $ | -11.376 $ | -2,3 % | 487.933 $ | +86.383 $ | +21,5 % | 401.550 $ | +106.904 $ | +36,3 % | 294.646 $ | +14.036 $ | +5,0 % |
| Vista Cima Wealth Management LLC | 486.270 $ | +4.893 $ | +1,0 % | 481.377 $ | -4.493 $ | -0,9 % | 485.870 $ | +599 $ | +0,1 % | |||
| RHS Financial, LLC | 466.636 $ | +51.682 $ | +12,5 % | 414.954 $ | +165.229 $ | +66,2 % | 249.725 $ | +23.640 $ | +10,5 % | 226.085 $ | -121.894 $ | -35,0 % |
| Cooper Financial Group | 451.561 $ | +97.107 $ | +27,4 % | 354.454 $ | +63.959 $ | +22,0 % | 290.495 $ | |||||
| SAXON INTERESTS, INC. | 421.152 $ | -27.058 $ | -6,0 % | 448.210 $ | +4.509 $ | +1,0 % | 443.701 $ | -4.141 $ | -0,9 % | 447.842 $ | -433.227 $ | -49,2 % |
| Claro Advisors Inc. | 437.040 $ | +6.705 $ | +1,6 % | 430.335 $ | -4.095 $ | -0,9 % | 434.430 $ | +1.440 $ | +0,3 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 383.000 $ | -43.000 $ | -10,1 % | 426.000 $ | -7.000 $ | -1,6 % | 433.000 $ | +15.000 $ | +3,6 % | |||
| LEVEL FOUR ADVISORY SERVICES, LLC | 392.912 $ | +3.954 $ | +1,0 % | 388.958 $ | -42.170 $ | -9,8 % | 431.128 $ | +824 $ | +0,2 % | |||
| Callan Family Office, LLC | 430.727 $ | |||||||||||
| HRT FINANCIAL LP | 427.000 $ | |||||||||||
| New Hampshire Trust | 424.972 $ | |||||||||||
| Amplius Wealth Advisors, LLC | 295.633 $ | -91.469 $ | -23,6 % | 387.102 $ | -33.856 $ | -8,0 % | 420.958 $ | -17.779 $ | -4,1 % | |||
| Nova Wealth Management, Inc. | 411.479 $ | +46.997 $ | +12,9 % | 364.482 $ | +26.721 $ | +7,9 % | 337.761 $ | +18.899 $ | +5,9 % | |||
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 291.674 $ | -117.942 $ | -28,8 % | 409.616 $ | ||||||||
| FIFTH THIRD SECURITIES, INC. | 385.139 $ | -23.089 $ | -5,7 % | 408.228 $ | +200.756 $ | +96,8 % | 207.472 $ | -1.425 $ | -0,7 % | 208.897 $ | ||
| KWB Wealth | 372.262 $ | -30.002 $ | -7,5 % | 402.264 $ | +95.404 $ | +31,1 % | ||||||
| Hilltop Holdings Inc. | 394.442 $ | -10.941 $ | -2,7 % | |||||||||
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 305.017 $ | -31.889 $ | -9,5 % | 336.906 $ | +27.802 $ | +9,0 % | 309.104 $ | -75.072 $ | -19,5 % | 384.176 $ | +29.484 $ | +8,3 % |
| CIBC Bancorp USA Inc. | 383.217 $ | |||||||||||
| Global Retirement Partners, LLC | 382.786 $ | +322.241 $ | +532,2 % | 60.545 $ | -158 $ | -0,3 % | ||||||
| McAdam, LLC | 379.821 $ | +7.569 $ | +2,0 % | 372.252 $ | +40.033 $ | +12,1 % | ||||||
| Envestnet Portfolio Solutions, Inc. | 367.271 $ | +101.923 $ | +38,4 % | 265.348 $ | -1.211 $ | -0,5 % | 266.559 $ | +6.355 $ | +2,4 % | |||
| City Center Advisors, LLC | 364.135 $ | +31.936 $ | +9,6 % | 332.199 $ | +79.346 $ | +31,4 % | 252.853 $ | |||||
| J. R. Prunier Capital Management LLC | 364.102 $ | |||||||||||
| Independent Wealth Network Inc. | 363.333 $ | +35.255 $ | +10,7 % | |||||||||
| HHM Wealth Advisors, LLC | 362.272 $ | +346.023 $ | +2.129,5 % | 16.249 $ | +250 $ | +1,6 % | 15.999 $ | -49 $ | -0,3 % | |||
| Lakeshore Capital Group, Inc. | 358.208 $ | |||||||||||
| Belpointe Asset Management LLC | 202.023 $ | -149.757 $ | -42,6 % | 351.780 $ | -29.155 $ | -7,7 % | ||||||
| Quantinno Capital Management LP | 348.108 $ | |||||||||||
| PRIVATE TRUST CO NA | 345.080 $ | +260.420 $ | +307,6 % | 84.660 $ | ||||||||
| Friday Financial | 324.472 $ | -18.167 $ | -5,3 % | 342.639 $ | +3.168 $ | +0,9 % | 339.471 $ | -3.168 $ | -0,9 % | 342.639 $ | +422 $ | +0,1 % |
| 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 % | |||
| Bill Few Associates, Inc. | 300.460 $ | -19.304 $ | -6,0 % | 319.764 $ | +3.217 $ | +1,0 % | 316.547 $ | -2.955 $ | -0,9 % | 319.502 $ | +394 $ | +0,1 % |
| Visionary Wealth Advisors | 303.022 $ | +5.857 $ | +2,0 % | 297.165 $ | -169 $ | -0,1 % | 297.334 $ | +2.982 $ | +1,0 % | |||
| Perigon Wealth Management, LLC | 302.847 $ | +53.560 $ | +21,5 % | 249.287 $ | +21.891 $ | +9,6 % | 227.396 $ | |||||
| Trademark Financial Management, LLC | 281.800 $ | -13.091 $ | -4,4 % | 294.891 $ | +32.612 $ | +12,4 % | 262.279 $ | +31.741 $ | +13,8 % | 230.538 $ | +10.018 $ | +4,5 % |
| Alpha Financial Partners LLC | 293.763 $ | +79.799 $ | +37,3 % | 213.964 $ | -68.408 $ | -24,2 % | 282.372 $ | +2.702 $ | +1,0 % | |||
| Kovack Advisors, Inc. | 293.574 $ | +26.957 $ | +10,1 % | 266.617 $ | +14.578 $ | +5,8 % | 252.039 $ | +49.804 $ | +24,6 % | |||
| FMR LLC | 291.817 $ | +17.372 $ | +6,3 % | 274.445 $ | +36.851 $ | +15,5 % | 237.594 $ | +29.258 $ | +14,0 % | |||
| Trajan Wealth LLC | 290.276 $ | |||||||||||
| GREENWOOD CAPITAL ASSOCIATES LLC | 281.455 $ | +45.688 $ | +19,4 % | 235.767 $ | ||||||||
| Brio Consultants, LLC | 277.176 $ | +1.024 $ | +0,4 % | 276.152 $ | -723 $ | -0,3 % | 276.875 $ | -26.802 $ | -8,8 % | |||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 276.596 $ | +41.838 $ | +17,8 % | 234.758 $ | +4.772 $ | +2,1 % | 229.986 $ | |||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 276.110 $ | +31.736 $ | +13,0 % | 244.374 $ | +737 $ | +0,3 % | 243.637 $ | |||||
| AE Wealth Management LLC | 271.990 $ | +11.501 $ | +4,4 % | 260.489 $ | -15.220 $ | -5,5 % | 275.709 $ | +7.885 $ | +2,9 % | |||
| PRINCIPAL SECURITIES, INC. | 274.108 $ | +16.088 $ | +6,2 % | 258.020 $ | +83.900 $ | +48,2 % | ||||||
| Financial Gravity Companies, Inc. | 273.786 $ | |||||||||||
| Comprehensive Money Management Services LLC | 250.833 $ | -22.737 $ | -8,3 % | 273.570 $ | +4.214 $ | +1,6 % | 269.356 $ | -827 $ | -0,3 % | |||
| Vise Technologies, Inc. | 263.125 $ | |||||||||||
| ASSETMARK, INC | 258.772 $ | +48.113 $ | +22,8 % | 210.659 $ | +59.637 $ | +39,5 % | 151.022 $ | -26.291 $ | -14,8 % | 177.313 $ | +12.260 $ | +7,4 % |
| 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 % | |||
| Brooklyn Investment Group | 245.558 $ | |||||||||||
| TFB Advisors LLC | 245.109 $ | +29.022 $ | +13,4 % | 216.087 $ | ||||||||
| Parallel Advisors, LLC | 245.069 $ | +870 $ | +0,4 % | 244.199 $ | +39.910 $ | +19,5 % | 204.289 $ | +198.545 $ | +3.456,6 % | |||
| Financial Gravity Asset Management, Inc. | 228.594 $ | -15.966 $ | -6,5 % | 244.560 $ | +5.033 $ | +2,1 % | ||||||
| NWF Advisory Services Inc. | 234.283 $ | -5.799 $ | -2,4 % | 240.082 $ | ||||||||
| Smartleaf Asset Management LLC | 8.814 $ | +1.213 $ | +16,0 % | 7.601 $ | -227.548 $ | -96,8 % | 235.149 $ | -92.790 $ | -28,3 % | |||
| CATALYST FINANCIAL PARTNERS LLC | 209.952 $ | -20.239 $ | -8,8 % | 230.191 $ | ||||||||
| MBM WEALTH CONSULTANTS, LLC | 226.672 $ | |||||||||||
| Gateway Wealth Partners, LLC | 226.588 $ | |||||||||||
| MATAURO, LLC | 226.010 $ | +14.320 $ | +6,8 % | 211.690 $ | ||||||||
| Capital Asset Managemnet, LLC | 225.588 $ | +3.475 $ | +1,6 % | 222.113 $ | ||||||||
| Prospera Financial Services Inc | 223.135 $ | -2.088 $ | -0,9 % | |||||||||
| Dorsey & Whitney Trust CO LLC | 206.050 $ | -1.923 $ | -0,9 % | 207.973 $ | +257 $ | +0,1 % | ||||||
| Americana Partners, LLC | 206.753 $ | +4.270 $ | +2,1 % | 202.483 $ | -1.965 $ | -1,0 % | 204.448 $ | |||||
| Pinnacle Bancorp, Inc. | 156.933 $ | -8.565 $ | -5,2 % | 165.498 $ | +3.156 $ | +1,9 % | 162.342 $ | |||||
| CWM, LLC | 163.797 $ | +101.797 $ | +164,2 % | 62.000 $ | +16.000 $ | +34,8 % | ||||||
| US BANCORP \DE\ | 22.491 $ | +435 $ | +2,0 % | 22.056 $ | -139.825 $ | -86,4 % | 161.881 $ | +38.836 $ | +31,6 % | |||
| 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 % | |||
| CENTAURUS FINANCIAL, INC. | 134.000 $ | -1.000 $ | -0,7 % | 135.000 $ | +3.000 $ | +2,3 % | 132.000 $ | +2.000 $ | +1,5 % | |||
| United Community Bank | 127.556 $ | -6.856 $ | -5,1 % | 134.412 $ | +4.848 $ | +3,7 % | 129.564 $ | -1.210 $ | -0,9 % | 130.774 $ | +14.741 $ | +12,7 % |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 98.402 $ | -24.354 $ | -19,8 % | 122.756 $ | -726 $ | -0,6 % | 123.482 $ | +524 $ | +0,4 % | |||
| Dakota Community Bank & Trust NA | 121.285 $ | |||||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 38 $ | +0 $ | +0,0 % | 38 $ | -109.195 $ | -100,0 % | 109.233 $ | -335 $ | -0,3 % | |||
| IFG Advisory, LLC | 105.843 $ | |||||||||||
| Nicht ausgewiesen | 97.986 $ | |||||||||||
| ESL Trust Services, LLC | 25.280 $ | -9.362 $ | -27,0 % | 34.642 $ | -50.645 $ | -59,4 % | 85.287 $ | -21.804 $ | -20,4 % | |||
| Root Financial Partners, LLC | 22.637 $ | -59.320 $ | -72,4 % | 81.957 $ | -765 $ | -0,9 % | 82.722 $ | |||||
| Advisory Services Network, LLC | 82.376 $ | +5.059 $ | +6,5 % | |||||||||
| Buck Wealth Strategies, LLC | 37.989 $ | -42.993 $ | -53,1 % | 80.982 $ | ||||||||
| Physician Wealth Advisors, Inc. | 23.819 $ | -56.704 $ | -70,4 % | 80.523 $ | +2.825 $ | +3,6 % | 77.698 $ | -36 $ | -0,0 % | 77.734 $ | +3.589 $ | +4,8 % |
| CITIGROUP INC | 72.371 $ | +18.643 $ | +34,7 % | 53.728 $ | +15.080 $ | +39,0 % | 38.648 $ | +1.715 $ | +4,6 % | |||
| Clearstead Advisors, LLC | 67.499 $ | |||||||||||
| True Wealth Design, LLC | 62.123 $ | |||||||||||
| FIDUCIARY FINANCIAL ADVISORS | 61.824 $ | |||||||||||
| SageView Advisory Group, LLC | 58.734 $ | |||||||||||
| JNBA Financial Advisors | 55.079 $ | +6.522 $ | +13,4 % | 48.557 $ | -118 $ | -0,2 % | 48.675 $ | +2.160 $ | +4,6 % | |||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 52.229 $ | +4.691 $ | +9,9 % | 47.538 $ | -6.245 $ | -11,6 % | 53.783 $ | +38.850 $ | +260,2 % | |||
| BOKF, NA | 52.308 $ | -488 $ | -0,9 % | 52.796 $ | +65 $ | +0,1 % | ||||||
| LANARK FINANCIAL, INC. | 51.143 $ | |||||||||||
| GW&K Investment Management, LLC | 51.000 $ | +6.000 $ | +13,3 % | 45.000 $ | +2.000 $ | +4,7 % | 43.000 $ | +1.000 $ | +2,4 % | |||
| CIBC Private Wealth Group LLC | 48.887 $ | |||||||||||
| BROWN BROTHERS HARRIMAN & CO | 42.613 $ | |||||||||||
| GHP Investment Advisors, Inc. | 37.617 $ | -810 $ | -2,1 % | 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 $ | |||||
| MTM Investment Management, LLC | 31.037 $ | -768 $ | -2,4 % | 31.805 $ | +3.766 $ | +13,4 % | 28.039 $ | +943 $ | +3,5 % | 27.096 $ | +1.203 $ | +4,6 % |
| Opal Wealth Advisors, LLC | 31.767 $ | |||||||||||
| SOUTHERN MICHIGAN BANK & TRUST | 27.150 $ | |||||||||||
| Arax Advisory Partners | 25.993 $ | +8.095 $ | +45,2 % | 17.898 $ | -4.981 $ | -21,8 % | 22.879 $ | +751 $ | +3,4 % | |||
| Scarborough Advisors, LLC | 24.464 $ | +377 $ | +1,6 % | 24.087 $ | -74 $ | -0,3 % | ||||||
| HOEY INVESTMENTS, INC | 23.380 $ | -579 $ | -2,4 % | 23.959 $ | +2.837 $ | +13,4 % | 21.122 $ | |||||
| Quent Capital, LLC | 22.054 $ | +2.611 $ | +13,4 % | 19.443 $ | +654 $ | +3,5 % | 18.789 $ | |||||
| Creative Capital Management Investments LLC | 21.730 $ | |||||||||||
| Kings Path Partners LLC | 16.885 $ | -3.277 $ | -16,3 % | 20.162 $ | ||||||||
| 2UniFi Bank | 18.175 $ | +280 $ | +1,6 % | 17.895 $ | -55 $ | -0,3 % | ||||||
| Allworth Financial LP | 16.687 $ | +137 $ | +0,8 % | 16.550 $ | +11.861 $ | +253,0 % | 4.689 $ | |||||
| Glass Jacobson Investment Advisors llc | 14.855 $ | -367 $ | -2,4 % | 15.222 $ | +1.802 $ | +13,4 % | 13.420 $ | +452 $ | +3,5 % | 12.968 $ | +575 $ | +4,6 % |
| Downshift Financial, LLC | 15.017 $ | +11.627 $ | +343,0 % | 3.390 $ | ||||||||
| Sound Income Strategies, LLC | 10.881 $ | -142 $ | -1,3 % | 11.023 $ | +136 $ | +1,2 % | ||||||
| Costello Asset Management, INC | 10.737 $ | -33 $ | -0,3 % | |||||||||
| MCGUIRE CAPITAL ADVISORS INC | 9.829 $ | |||||||||||
| Silver Grove Financial Group, Inc. | 8.769 $ | |||||||||||
| Modern Wealth Management, LLC | 8.411 $ | |||||||||||
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 6.815 $ | |||||||||||
| BFC Planning, Inc. | 6.815 $ | |||||||||||
| PROTECTIVE LIFE CORP | 6.616 $ | |||||||||||
| Oakmont Advisory Group, LLC | 6.449 $ | |||||||||||
| TUCKER ASSET MANAGEMENT LLC | 4.355 $ | |||||||||||
| Strive Financial Group ,LLC | 4.038 $ | |||||||||||
| FLAGSHIP HARBOR ADVISORS, LLC | 2.541 $ | |||||||||||
| Elevated Capital Advisors, LLC | 1.933 $ | +6 $ | +0,3 % | 1.927 $ | +30 $ | +1,6 % | 1.897 $ | |||||
| VANGUARD ADVISERS INC | 1.486 $ | +176 $ | +13,4 % | 1.310 $ | ||||||||
| BNP PARIBAS FINANCIAL MARKETS | 609 $ | -170 $ | -21,8 % | 779 $ | ||||||||
| FIRST COMMUNITY TRUST NA | 488 $ | |||||||||||
| CoreCap Advisors, LLC | 221 $ | +2 $ | +0,9 % | 219 $ | +1 $ | +0,5 % | 218 $ | +3 $ | +1,4 % | 215 $ | +0 $ | +0,0 % |
| Strategic Wealth Partners, Ltd. | 153 $ | +1 $ | +0,7 % | 152 $ | +2 $ | +1,3 % | 150 $ | -334.912 $ | -100,0 % | |||
| LOGAN CAPITAL MANAGEMENT INC | 25 $ | |||||||||||
| Gesamt | 489.544.552 $ | +23.698.743 $ | +16,6 % | 4.242.925.475 $ | +853.838.968 $ | +52,9 % | 3.511.431.481 $ | +509.061.566 $ | +27,3 % | 2.965.576.189 $ | +166.680.806 $ | +41,1 % |