| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 264.825.830 $ | +13.812.185 $ | +270,1 % | 1.202.704.314 $ | -175.223.964 $ | +107,1 % | 1.329.118.034 $ | +109.722.481 $ | +90,7 % | 1.217.140.009 $ | +264.666.842 $ | +46,9 % |
| MORGAN STANLEY | 127.116.699 $ | -18.365.124 $ | -12,6 % | 145.481.823 $ | +31.625.359 $ | +27,8 % | 113.856.464 $ | +27.882.999 $ | +32,4 % | |||
| WELLS FARGO & COMPANY/MN | 102.665.295 $ | -14.490.418 $ | -12,4 % | 117.155.713 $ | +20.304.125 $ | +21,0 % | 96.851.588 $ | +27.250.573 $ | +39,2 % | |||
| LPL Financial LLC | 89.624.834 $ | -16.726.686 $ | -15,7 % | 106.351.520 $ | +28.076.900 $ | +35,9 % | 78.274.620 $ | +33.148.111 $ | +73,5 % | |||
| BANK OF AMERICA CORP /DE/ | 69.242.903 $ | -16.633.284 $ | -19,4 % | 85.876.187 $ | +9.631.956 $ | +12,6 % | 76.244.231 $ | +13.527.646 $ | +21,6 % | |||
| AMERIPRISE FINANCIAL INC | 52.324.913 $ | -7.119.080 $ | -12,0 % | 59.443.993 $ | +32.162.723 $ | +117,9 % | 27.281.270 $ | +6.054.200 $ | +28,5 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 37.444.793 $ | -7.716.950 $ | -17,1 % | 45.161.743 $ | -2.555.549 $ | -5,4 % | 47.717.292 $ | +12.839.605 $ | +36,8 % | |||
| Focus Partners Wealth | 33.677.847 $ | -11.627.407 $ | -25,7 % | 45.305.254 $ | +242.990 $ | +0,5 % | 45.062.264 $ | +10.908.468 $ | +31,9 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22.372.940 $ | +2.129.337 $ | +10,5 % | 20.243.603 $ | -864.416 $ | -4,1 % | 21.108.019 $ | -24.145.371 $ | -53,4 % | 45.253.390 $ | +11.322.229 $ | +33,4 % |
| Wealthfront Advisers LLC | 41.538.963 $ | +861.636 $ | +2,1 % | 40.677.327 $ | +9.307.290 $ | +29,7 % | 31.370.037 $ | +8.938.161 $ | +39,8 % | |||
| CULLEN/FROST BANKERS, INC. | 30.368.949 $ | -420.211 $ | -1,4 % | 30.789.160 $ | -8.295.667 $ | -21,2 % | 39.084.827 $ | +996.193 $ | +2,6 % | 38.088.634 $ | +5.889.251 $ | +18,3 % |
| CAPE COD FIVE CENTS SAVINGS BANK | 38.483.505 $ | +7.301.340 $ | +23,4 % | 31.182.165 $ | +0 $ | +0,0 % | ||||||
| Rockefeller Capital Management L.P. | 37.978.460 $ | +1.346.141 $ | +3,7 % | 36.632.319 $ | +389.974 $ | +1,1 % | 36.242.345 $ | +13.031.199 $ | +56,1 % | |||
| Sequoia Financial Advisors, LLC | 29.254.276 $ | -6.510.381 $ | -18,2 % | 35.764.657 $ | +1.554.667 $ | +4,5 % | 34.209.990 $ | +5.963.704 $ | +21,1 % | |||
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 23.438.998 $ | -4.642.244 $ | -16,5 % | 28.081.242 $ | -802.474 $ | -2,8 % | 28.883.716 $ | +3.857.749 $ | +15,4 % | |||
| Cambridge Investment Research Advisors, Inc. | 12.813.000 $ | -10.977.000 $ | -46,1 % | 23.790.000 $ | +14.029.000 $ | +143,7 % | 9.761.000 $ | +1.434.000 $ | +17,2 % | 8.327.000 $ | +2.496.000 $ | +42,8 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 19.642.168 $ | +6.607.696 $ | +50,7 % | 13.034.472 $ | -845.938 $ | -6,1 % | 13.880.410 $ | -6.077.250 $ | -30,5 % | 19.957.660 $ | +3.891.660 $ | +24,2 % |
| Paul R. Ried Financial Group, LLC | 14.593.082 $ | -3.514.528 $ | -19,4 % | 18.107.610 $ | -668.810 $ | -3,6 % | 18.776.420 $ | +1.671.041 $ | +9,8 % | |||
| Argos Wealth Advisors, LLC | 14.820.538 $ | +361.326 $ | +2,5 % | 14.459.212 $ | -3.942.358 $ | -21,4 % | 18.401.570 $ | +1.241.577 $ | +7,2 % | 17.159.993 $ | ||
| Larson Financial Group LLC | 14.446.920 $ | -3.705.231 $ | -20,4 % | 18.152.151 $ | +98.077 $ | +0,5 % | 18.054.074 $ | +2.703.517 $ | +17,6 % | |||
| UBS Group AG | 13.180.292 $ | -4.764.371 $ | -26,6 % | 17.944.663 $ | +8.548.949 $ | +91,0 % | 9.395.714 $ | +2.133.948 $ | +29,4 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 15.552.000 $ | +671.000 $ | +4,5 % | 14.881.000 $ | -2.085.000 $ | -12,3 % | 16.966.000 $ | |||||
| STIFEL FINANCIAL CORP | 2.024.897 $ | -12.242.653 $ | -85,8 % | 14.267.550 $ | -2.642.034 $ | -15,6 % | 16.909.584 $ | +5.627.200 $ | +49,9 % | |||
| RAYMOND JAMES FINANCIAL INC | 12.004.629 $ | -3.201.223 $ | -21,1 % | 15.205.852 $ | -462.488 $ | -3,0 % | 15.668.340 $ | +7.980.044 $ | +103,8 % | |||
| Peak Financial Management, Inc. | 12.007.325 $ | +634.447 $ | +5,6 % | 11.372.878 $ | -2.156.485 $ | -15,9 % | 13.529.363 $ | -1.354.432 $ | -9,1 % | 14.883.795 $ | +2.638.675 $ | +21,5 % |
| IFG Advisory, LLC | 10.714.401 $ | -4.016.351 $ | -27,3 % | 14.730.752 $ | +1.560.297 $ | +11,8 % | ||||||
| Pictet Asset Management Holding SA | 10.190.610 $ | +3.701.817 $ | +57,0 % | 6.488.793 $ | +1.497.603 $ | +30,0 % | 4.991.190 $ | -9.012.226 $ | -64,4 % | 14.003.416 $ | +1.142.987 $ | +8,9 % |
| HighTower Advisors, LLC | 7.077.772 $ | -1.344.071 $ | -16,0 % | 8.421.843 $ | -5.393.490 $ | -39,0 % | 13.815.333 $ | +2.681.643 $ | +24,1 % | |||
| Advance Capital Management, Inc. | 13.387.891 $ | +620.111 $ | +4,9 % | 12.767.780 $ | -568.875 $ | -4,3 % | 13.336.655 $ | -337.457 $ | -2,5 % | |||
| Cetera Investment Advisers | 11.260.646 $ | -1.915.484 $ | -14,5 % | 13.176.130 $ | +1.244.134 $ | +10,4 % | 11.931.996 $ | +5.696.516 $ | +91,4 % | |||
| Sound Stewardship, LLC | 7.942.435 $ | -911.777 $ | -10,3 % | 8.854.212 $ | -1.764.380 $ | -16,6 % | 10.618.592 $ | -1.404.564 $ | -11,7 % | 12.023.156 $ | +894.997 $ | +8,0 % |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 10.267.944 $ | -1.504.879 $ | -12,8 % | 11.772.823 $ | ||||||||
| AE Wealth Management LLC | 11.207.026 $ | |||||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.014.645 $ | +2.374.986 $ | +27,5 % | 8.639.659 $ | +6.022.783 $ | +230,2 % | 2.616.876 $ | |||||
| Towneley Capital Management, Inc / DE | 9.060.087 $ | +252.743 $ | +2,9 % | 8.807.344 $ | -1.761.221 $ | -16,7 % | 10.568.565 $ | +833.666 $ | +8,6 % | 9.734.899 $ | +1.671.572 $ | +20,7 % |
| PFG Advisors | 745.014 $ | -175.409 $ | -19,1 % | 920.423 $ | -9.305.612 $ | -91,0 % | 10.226.035 $ | +9.607.179 $ | +1.552,4 % | 618.856 $ | +135.742 $ | +28,1 % |
| Private Advisor Group, LLC | 8.857.537 $ | -1.263.510 $ | -12,5 % | 10.121.047 $ | +9.037.538 $ | +834,1 % | 1.083.509 $ | +534.049 $ | +97,2 % | |||
| AXXCESS WEALTH MANAGEMENT, LLC | 7.344.505 $ | -702.359 $ | -8,7 % | 8.046.864 $ | -1.918.675 $ | -19,3 % | 9.965.539 $ | +1.286.135 $ | +14,8 % | 8.679.404 $ | +3.909.977 $ | +82,0 % |
| Courage Miller Partners, LLC | 8.584.704 $ | +289.483 $ | +3,5 % | 8.295.221 $ | -1.576.269 $ | -16,0 % | 9.871.490 $ | |||||
| WJ Wealth Management, LLC | 1.844.654 $ | -3.215.162 $ | -63,5 % | 5.059.816 $ | -3.425.427 $ | -40,4 % | 8.485.243 $ | -1.266.157 $ | -13,0 % | 9.751.400 $ | +2.003.458 $ | +25,9 % |
| Pines Wealth Management, LLC | 932.059 $ | +12.903 $ | +1,4 % | 919.156 $ | -148.636 $ | -13,9 % | 1.067.792 $ | -8.206.824 $ | -88,5 % | 9.274.616 $ | +1.649.687 $ | +21,6 % |
| Solitude Financial Services | 8.946.871 $ | +929.715 $ | +11,6 % | 8.017.156 $ | -1.116.870 $ | -12,2 % | 9.134.026 $ | +248.200 $ | +2,8 % | 8.885.826 $ | -860.999 $ | -8,8 % |
| Gladstone Institutional Advisory LLC | 5.567.826 $ | -878.946 $ | -13,6 % | 6.446.772 $ | -2.472.773 $ | -27,7 % | 8.919.545 $ | +1.370.889 $ | +18,2 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 8.275.838 $ | +989.837 $ | +13,6 % | 7.286.001 $ | +153.326 $ | +2,1 % | 7.132.675 $ | -2.179.513 $ | -23,4 % | |||
| Belpointe Asset Management LLC | 5.946.611 $ | -1.112.358 $ | -15,8 % | 7.058.969 $ | -1.159.891 $ | -14,1 % | 8.218.860 $ | +2.990.309 $ | +57,2 % | |||
| Castellan Group | 6.200.064 $ | +1.582.550 $ | +34,3 % | 4.617.514 $ | -387.237 $ | -7,7 % | 5.004.751 $ | -2.804.554 $ | -35,9 % | 7.809.305 $ | +776.025 $ | +11,0 % |
| CAPTRUST FINANCIAL ADVISORS | 5.763.963 $ | -1.405.620 $ | -19,6 % | 7.169.583 $ | -203.599 $ | -2,8 % | 7.373.182 $ | +907.284 $ | +14,0 % | |||
| OSAIC HOLDINGS, INC. | 5.783.279 $ | +787.214 $ | +15,8 % | 4.996.065 $ | -2.115.466 $ | -29,7 % | 7.111.531 $ | +2.385.640 $ | +50,5 % | |||
| ROYAL BANK OF CANADA | 5.122.000 $ | -1.710.000 $ | -25,0 % | 6.832.000 $ | +1.415.000 $ | +26,1 % | 5.417.000 $ | +1.269.000 $ | +30,6 % | |||
| Centurion Wealth Management LLC | 724.335 $ | -170.728 $ | -19,1 % | 895.063 $ | -4.769.512 $ | -84,2 % | 5.664.575 $ | -1.146.439 $ | -16,8 % | 6.811.014 $ | +1.361.752 $ | +25,0 % |
| JONES FINANCIAL COMPANIES LLLP | 6.273.640 $ | +304.406 $ | +5,1 % | 5.969.234 $ | +2.261.649 $ | +61,0 % | 3.707.585 $ | +1.685.196 $ | +83,3 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5.522.111 $ | +328.185 $ | +6,3 % | 5.193.926 $ | -960.568 $ | -15,6 % | 6.154.494 $ | +416.095 $ | +7,3 % | 5.738.399 $ | +1.245.687 $ | +27,7 % |
| JANE STREET GROUP, LLC | 6.064.359 $ | +5.598.469 $ | +1.201,7 % | 465.890 $ | ||||||||
| BROWN WEALTH MANAGEMENT, LLC | 3.304.217 $ | +585.699 $ | +21,5 % | 2.718.518 $ | -467.139 $ | -14,7 % | 3.185.657 $ | -2.522.416 $ | -44,2 % | 5.708.073 $ | +1.303.629 $ | +29,6 % |
| Stegent Equity Advisors, Inc. | 2.726.873 $ | -216.452 $ | -7,4 % | 2.943.325 $ | -2.098.171 $ | -41,6 % | 5.041.496 $ | -470.023 $ | -8,5 % | 5.511.519 $ | +515.922 $ | +10,3 % |
| Mariner, LLC | 3.559.598 $ | -1.619.910 $ | -31,3 % | 5.179.508 $ | +559.471 $ | +12,1 % | 4.620.037 $ | +1.612.321 $ | +53,6 % | |||
| Fortis Capital Advisors, LLC | 4.752.470 $ | -270.216 $ | -5,4 % | 5.022.686 $ | ||||||||
| ASSETMARK, INC | 4.919.997 $ | +4.901.339 $ | +26.269,4 % | 18.658 $ | -3.870 $ | -17,2 % | 22.528 $ | |||||
| RFG Advisory, LLC | 4.625.254 $ | -28.111 $ | -0,6 % | 4.653.365 $ | +554.134 $ | +13,5 % | 4.099.231 $ | |||||
| Oasis Advisors, LLC | 3.182.624 $ | -1.388.843 $ | -30,4 % | 4.571.467 $ | ||||||||
| Genesis Financial Group, LLC | 1.415.687 $ | +10.630 $ | +0,8 % | 1.405.057 $ | -3.006.502 $ | -68,2 % | 4.411.559 $ | |||||
| Clearbridge Investments, LLC | 3.928.867 $ | |||||||||||
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 1.316.103 $ | -994.194 $ | -43,0 % | 2.310.297 $ | -1.600.677 $ | -40,9 % | 3.910.974 $ | +272.698 $ | +7,5 % | |||
| Discipline Wealth Solutions, LLC | 3.792.571 $ | +1.183.964 $ | +45,4 % | 2.608.607 $ | -471.323 $ | -15,3 % | 3.079.930 $ | -796.656 $ | -20,6 % | 3.876.586 $ | +611.198 $ | +18,7 % |
| Walkner Condon Financial Advisors LLC | 3.583.412 $ | +309.103 $ | +9,4 % | 3.274.309 $ | -490.650 $ | -13,0 % | 3.764.959 $ | -37.929 $ | -1,0 % | 3.802.888 $ | +736.023 $ | +24,0 % |
| Valmark Advisers, Inc. | 3.156.720 $ | -513.402 $ | -14,0 % | 3.670.122 $ | +290.880 $ | +8,6 % | 3.379.242 $ | +771.088 $ | +29,6 % | |||
| OPPENHEIMER & CO INC | 3.512.500 $ | |||||||||||
| J.W. COLE ADVISORS, INC. | 2.838.621 $ | -650.619 $ | -18,6 % | 3.489.240 $ | +3.447.092 $ | +8.178,5 % | 42.148 $ | -2.160.984 $ | -98,1 % | |||
| MML INVESTORS SERVICES, LLC | 2.862.895 $ | -547.169 $ | -16,0 % | 3.410.064 $ | +144.108 $ | +4,4 % | 3.265.956 $ | +1.607.320 $ | +96,9 % | |||
| Creative Planning | 3.355.326 $ | +661.074 $ | +24,5 % | 2.694.252 $ | -517.073 $ | -16,1 % | 3.211.325 $ | +217.163 $ | +7,3 % | 2.994.162 $ | +1.435.450 $ | +92,1 % |
| CITADEL ADVISORS LLC | 3.114.223 $ | |||||||||||
| FLOW TRADERS U.S. LLC | 517.000 $ | -2.538.000 $ | -83,1 % | 3.055.000 $ | +2.299.000 $ | +304,1 % | 756.000 $ | |||||
| SFG Wealth Management, LLC. | 2.546.112 $ | -391.721 $ | -13,3 % | 2.937.833 $ | ||||||||
| Strategic Wealth Investment Group, LLC | 2.905.721 $ | +170.175 $ | +6,2 % | 2.735.546 $ | +206.705 $ | +8,2 % | 2.528.841 $ | +36.763 $ | +1,5 % | 2.492.078 $ | -1.493.778 $ | -37,5 % |
| PARK AVENUE SECURITIES LLC | 2.833.000 $ | +880.000 $ | +45,1 % | 1.953.000 $ | +1.292.000 $ | +195,5 % | 661.000 $ | |||||
| FLC Capital Advisors | 2.234.123 $ | -507.095 $ | -18,5 % | 2.741.218 $ | +33.672 $ | +1,2 % | 2.707.546 $ | +528.735 $ | +24,3 % | |||
| NewEdge Advisors, LLC | 2.703.483 $ | +389.863 $ | +16,9 % | 2.313.620 $ | +552.450 $ | +31,4 % | 1.761.170 $ | +310.836 $ | +21,4 % | |||
| Envestnet Portfolio Solutions, Inc. | 2.625.045 $ | +177.568 $ | +7,3 % | 2.447.477 $ | +59.227 $ | +2,5 % | 2.388.250 $ | +1.339.793 $ | +127,8 % | |||
| Brookstone Capital Management | 2.457.670 $ | -99.443 $ | -3,9 % | 2.557.113 $ | +173.502 $ | +7,3 % | 2.383.611 $ | +1.057.491 $ | +79,7 % | 1.326.120 $ | +803.629 $ | +153,8 % |
| Integrated Wealth Concepts LLC | 2.177.284 $ | -296.241 $ | -12,0 % | 2.473.525 $ | +184.606 $ | +8,1 % | 2.288.919 $ | +466.838 $ | +25,6 % | |||
| Wealth Enhancement Trust Services, Inc. | 2.461.955 $ | +2.389.495 $ | +3.297,7 % | 72.460 $ | -2.342 $ | -3,1 % | 74.802 $ | +37.383 $ | +99,9 % | 37.419 $ | ||
| Virtue Capital Management, LLC | 1.429.107 $ | -877.838 $ | -38,1 % | 2.306.945 $ | ||||||||
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1.240.679 $ | -917.471 $ | -42,5 % | 2.158.150 $ | -66.361 $ | -3,0 % | 2.224.511 $ | |||||
| Kestra Advisory Services, LLC | 1.670.086 $ | +234.201 $ | +16,3 % | 1.435.885 $ | -720.366 $ | -33,4 % | 2.156.251 $ | +1.268.676 $ | +142,9 % | 887.575 $ | +400.159 $ | +82,1 % |
| Merit Financial Group, LLC | 1.691.035 $ | -348.966 $ | -17,1 % | 2.040.001 $ | +124.837 $ | +6,5 % | 1.915.164 $ | +382.435 $ | +25,0 % | |||
| IFP Advisors, Inc | 1.874.364 $ | +94.928 $ | +5,3 % | 1.779.436 $ | -251.379 $ | -12,4 % | 2.030.815 $ | +292.467 $ | +16,8 % | 1.738.348 $ | +1.372.373 $ | +375,0 % |
| Global Assets Advisory, LLC | 1.502.902 $ | -93.219 $ | -5,8 % | 1.596.121 $ | -399.433 $ | -20,0 % | 1.995.554 $ | +401.940 $ | +25,2 % | |||
| Valeo Financial Advisors, LLC | 1.936.961 $ | |||||||||||
| MERCER GLOBAL ADVISORS INC /ADV | 1.895.306 $ | +40.560 $ | +2,2 % | 1.854.746 $ | +64.792 $ | +3,6 % | 1.789.954 $ | +316.622 $ | +21,5 % | |||
| INSIGNEO ADVISORY SERVICES, LLC | 1.884.650 $ | +1.578.354 $ | +515,3 % | 306.296 $ | ||||||||
| IHT Wealth Management, LLC | 1.880.529 $ | +515.062 $ | +37,7 % | 1.365.467 $ | -115.057 $ | -7,8 % | 1.480.524 $ | +197.946 $ | +15,4 % | |||
| Savvy Advisors, Inc. | 1.864.125 $ | +166.092 $ | +9,8 % | 1.698.033 $ | ||||||||
| Carolina Wealth Advisors, LLC | 1.786.058 $ | +351.350 $ | +24,5 % | 1.434.708 $ | -397.728 $ | -21,7 % | 1.832.436 $ | +405.161 $ | +28,4 % | 1.427.275 $ | +222.634 $ | +18,5 % |
| Concurrent Investment Advisors, LLC | 1.827.230 $ | +1.247.912 $ | +215,4 % | 579.318 $ | +244.020 $ | +72,8 % | 335.298 $ | |||||
| HARBOUR INVESTMENTS, INC. | 1.465.849 $ | -310.660 $ | -17,5 % | 1.776.509 $ | +1.115.916 $ | +168,9 % | 660.593 $ | +174.335 $ | +35,9 % | |||
| Kingsview Wealth Management, LLC | 1.108.095 $ | -653.913 $ | -37,1 % | 1.762.008 $ | +256.810 $ | +17,1 % | 1.505.198 $ | +1.053.685 $ | +233,4 % | |||
| LANARK FINANCIAL, INC. | 1.693.548 $ | +187.323 $ | +12,4 % | 1.506.225 $ | ||||||||
| Blue Trust, Inc. | 1.008.442 $ | -71.031 $ | -6,6 % | 1.079.473 $ | -569.676 $ | -34,5 % | 1.649.149 $ | +98.925 $ | +6,4 % | 1.550.224 $ | +502.429 $ | +48,0 % |
| Farther Finance Advisors, LLC | 886.095 $ | -533.078 $ | -37,6 % | 1.419.173 $ | -191.765 $ | -11,9 % | 1.610.938 $ | +55.722 $ | +3,6 % | 1.555.216 $ | +485.866 $ | +45,4 % |
| Summit Financial, LLC | 1.180.950 $ | -308.496 $ | -20,7 % | 1.489.446 $ | +51.480 $ | +3,6 % | 1.437.966 $ | +243.252 $ | +20,4 % | |||
| PALLADIEM, LLC | 1.469.489 $ | |||||||||||
| Sowell Financial Services LLC | 1.411.781 $ | +1.110.891 $ | +369,2 % | 300.890 $ | -79.245 $ | -20,8 % | 380.135 $ | +22.802 $ | +6,4 % | 357.333 $ | +80.535 $ | +29,1 % |
| Cerity Partners LLC | 1.306.998 $ | -97.840 $ | -7,0 % | 1.404.838 $ | +107.996 $ | +8,3 % | 1.296.842 $ | +475.879 $ | +58,0 % | |||
| EverSource Wealth Advisors, LLC | 1.382.346 $ | +954.470 $ | +223,1 % | 427.876 $ | -15.032 $ | -3,4 % | 442.908 $ | |||||
| RWA WEALTH PARTNERS, LLC | 979.116 $ | -382.416 $ | -28,1 % | 1.361.532 $ | +81.672 $ | +6,4 % | 1.279.860 $ | +138.255 $ | +12,1 % | |||
| Vise Technologies, Inc. | 1.245.974 $ | +392.323 $ | +46,0 % | 853.651 $ | +0 $ | +0,0 % | 853.651 $ | +247.442 $ | +40,8 % | |||
| Hobbs Group Advisors, LLC | 846.665 $ | -160.501 $ | -15,9 % | 1.007.166 $ | -121.074 $ | -10,7 % | 1.128.240 $ | +294.119 $ | +35,3 % | |||
| Zhang Financial LLC | 932.017 $ | -193.297 $ | -17,2 % | 1.125.314 $ | +67.502 $ | +6,4 % | 1.057.812 $ | +206.572 $ | +24,3 % | |||
| Wellspring Financial Advisors, LLC | 1.124.760 $ | |||||||||||
| B. Riley Wealth Advisors, Inc. | 1.113.709 $ | |||||||||||
| Laurel Wealth Planning LLC | 943.051 $ | +26.069 $ | +2,8 % | 916.982 $ | -191.929 $ | -17,3 % | 1.108.911 $ | +66.519 $ | +6,4 % | 1.042.392 $ | +82.616 $ | +8,6 % |
| Tactive Advisors, LLC | 1.059.488 $ | +143.412 $ | +15,7 % | 916.076 $ | -191.741 $ | -17,3 % | 1.107.817 $ | +8.474 $ | +0,8 % | 1.099.343 $ | +167.529 $ | +18,0 % |
| Powell Investment Advisors, LLC | 588.894 $ | +16.279 $ | +2,8 % | 572.615 $ | -533.452 $ | -48,2 % | 1.106.067 $ | +66.348 $ | +6,4 % | 1.039.719 $ | +203.038 $ | +24,3 % |
| AMARA FINANCIAL, LLC. | 848.507 $ | -187.788 $ | -18,1 % | 1.036.295 $ | +56.405 $ | +5,8 % | 979.890 $ | +191.355 $ | +24,3 % | |||
| Advisory Services Network, LLC | 1.000.444 $ | +937.228 $ | +1.482,6 % | |||||||||
| EFG International AG | 795.249 $ | -197.910 $ | -19,9 % | 993.159 $ | +260.195 $ | +35,5 % | 732.964 $ | |||||
| Cresset Asset Management, LLC | 202.526 $ | -42.003 $ | -17,2 % | 244.529 $ | -690.951 $ | -73,9 % | 935.480 $ | |||||
| MATAURO, LLC | 520.970 $ | +268.193 $ | +106,1 % | 252.777 $ | -671.622 $ | -72,7 % | 924.399 $ | +18.031 $ | +2,0 % | 906.368 $ | +459.917 $ | +103,0 % |
| CreativeOne Wealth, LLC | 428.841 $ | -486.655 $ | -53,2 % | 915.496 $ | +624.230 $ | +214,3 % | 291.266 $ | |||||
| Stratos Wealth Partners, LTD. | 736.375 $ | -167.376 $ | -18,5 % | 903.751 $ | +86.080 $ | +10,5 % | 817.671 $ | +229.662 $ | +39,1 % | |||
| BNP PARIBAS FINANCIAL MARKETS | 898.283 $ | |||||||||||
| Insight Wealth Strategies, LLC | 727.974 $ | +16.842 $ | +2,4 % | 711.132 $ | -143.524 $ | -16,8 % | 854.656 $ | +134.234 $ | +18,6 % | 720.422 $ | +137.376 $ | +23,6 % |
| Wisconsin Wealth Advisors, LLC | 706.151 $ | +21.353 $ | +3,1 % | 684.798 $ | -162.653 $ | -19,2 % | 847.451 $ | +77.479 $ | +10,1 % | 769.972 $ | ||
| VectorGlobal IAG, Inc. | 842.729 $ | |||||||||||
| Winthrop Capital Management, LLC | 173.000 $ | -668.000 $ | -79,4 % | 841.000 $ | ||||||||
| PEAPACK GLADSTONE FINANCIAL CORP | 682.000 $ | -141.000 $ | -17,1 % | 823.000 $ | +168.000 $ | +25,6 % | 655.000 $ | +127.000 $ | +24,1 % | |||
| Mayflower Financial Advisors, LLC | 814.813 $ | |||||||||||
| Corient Private Wealth LP | 592.905 $ | -213.954 $ | -26,5 % | 806.859 $ | +241.427 $ | +42,7 % | 565.432 $ | +219.806 $ | +63,6 % | |||
| Baird Financial Group, Inc. | 494.721 $ | -291.140 $ | -37,0 % | 785.861 $ | +54.131 $ | +7,4 % | 731.730 $ | +134.621 $ | +22,5 % | |||
| SEAVIEW INVESTMENT MANAGERS LLC | 702.319 $ | -77.855 $ | -10,0 % | 780.174 $ | +167.075 $ | +27,3 % | 613.099 $ | |||||
| NWAM LLC | 548.250 $ | -46.450 $ | -7,8 % | 594.700 $ | -156.384 $ | -20,8 % | 751.084 $ | +105.377 $ | +16,3 % | |||
| Prospera Financial Services Inc | 477.109 $ | -85.718 $ | -15,2 % | 562.827 $ | -173.602 $ | -23,6 % | 736.429 $ | +44.175 $ | +6,4 % | 692.254 $ | +168.276 $ | +32,1 % |
| BlueChip Wealth Advisors LLC | 615.353 $ | +60.487 $ | +10,9 % | 554.866 $ | -175.221 $ | -24,0 % | 730.087 $ | +439.574 $ | +151,3 % | 290.513 $ | ||
| Orion Porfolio Solutions, LLC | 729.869 $ | |||||||||||
| SEVEN MILE ADVISORY | 498.353 $ | -99.442 $ | -16,6 % | 597.795 $ | -123.981 $ | -17,2 % | 721.776 $ | +43.296 $ | +6,4 % | 678.480 $ | +132.495 $ | +24,3 % |
| SmartHarvest Portfolios, LLC | 612.196 $ | +16.923 $ | +2,8 % | 595.273 $ | -123.458 $ | -17,2 % | 718.731 $ | +43.114 $ | +6,4 % | 675.617 $ | ||
| CITIZENS FINANCIAL GROUP INC/RI | 607.338 $ | +16.789 $ | +2,8 % | 590.549 $ | -122.478 $ | -17,2 % | 713.027 $ | +42.771 $ | +6,4 % | 670.256 $ | +180.193 $ | +36,8 % |
| Reyes Financial Architecture, Inc. | 699.657 $ | |||||||||||
| Steward Partners Investment Advisory, LLC | 674.965 $ | +32.365 $ | +5,0 % | 642.600 $ | +138.880 $ | +27,6 % | 503.720 $ | +139.565 $ | +38,3 % | |||
| ALTFEST L J & CO INC | 565.327 $ | +15.627 $ | +2,8 % | 549.700 $ | -114.006 $ | -17,2 % | 663.706 $ | +39.813 $ | +6,4 % | 623.893 $ | +108.599 $ | +21,1 % |
| COMMERCE BANK | 541.638 $ | -112.335 $ | -17,2 % | 653.973 $ | +39.229 $ | +6,4 % | 614.744 $ | +120.049 $ | +24,3 % | |||
| West Branch Capital LLC | 506.736 $ | +5.312 $ | +1,1 % | 501.424 $ | -147.081 $ | -22,7 % | 648.505 $ | +38.901 $ | +6,4 % | 609.604 $ | +119.044 $ | +24,3 % |
| FAS Wealth Partners, Inc. | 434.760 $ | -90.168 $ | -17,2 % | 524.928 $ | -117.572 $ | -18,3 % | 642.500 $ | +245.420 $ | +61,8 % | |||
| BLAIR WILLIAM & CO/IL | 506.858 $ | -128.961 $ | -20,3 % | 635.819 $ | +150.397 $ | +31,0 % | 485.422 $ | +143.106 $ | +41,8 % | |||
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 567.284 $ | +15.682 $ | +2,8 % | 551.602 $ | -81.592 $ | -12,9 % | 633.194 $ | +236.386 $ | +59,6 % | 396.808 $ | +77.489 $ | +24,3 % |
| Mutual Advisors, LLC | 446.798 $ | -182.980 $ | -29,1 % | 629.778 $ | +52.413 $ | +9,1 % | 577.365 $ | +141.030 $ | +32,3 % | |||
| Janney Montgomery Scott LLC | 337.000 $ | -56.000 $ | -14,2 % | 393.000 $ | -226.000 $ | -36,5 % | 619.000 $ | |||||
| Brand Asset Management Group, Inc. | 467.730 $ | -103.567 $ | -18,1 % | 571.297 $ | -31.934 $ | -5,3 % | 603.231 $ | +120.117 $ | +24,9 % | |||
| Antonelli Financial Advisors, LLC | 429.000 $ | +0 $ | +0,0 % | 429.000 $ | -172.000 $ | -28,6 % | 601.000 $ | |||||
| ZACKS INVESTMENT MANAGEMENT | 477.874 $ | -99.109 $ | -17,2 % | 576.983 $ | ||||||||
| XY Planning Network, Inc. | 569.519 $ | |||||||||||
| HRT FINANCIAL LP | 569.000 $ | |||||||||||
| Davis Investment Partners, LLC | 380.415 $ | -188.257 $ | -33,1 % | 568.672 $ | +28.002 $ | +5,2 % | 540.670 $ | +108.394 $ | +25,1 % | |||
| Collaborative Wealth Managment Inc. | 481.859 $ | -62.316 $ | -11,5 % | 544.175 $ | +53.819 $ | +11,0 % | 490.356 $ | +256.741 $ | +109,9 % | |||
| First Affirmative Financial Network | 449.696 $ | -90.152 $ | -16,7 % | 539.848 $ | +112.866 $ | +26,4 % | ||||||
| BANK OF MONTREAL /CAN/ | 217.924 $ | -53.945 $ | -19,8 % | 271.869 $ | -267.420 $ | -49,6 % | 539.289 $ | +327.678 $ | +154,8 % | |||
| Fulcrum Equity Management | 451.778 $ | +12.489 $ | +2,8 % | 439.289 $ | -91.107 $ | -17,2 % | 530.396 $ | +31.816 $ | +6,4 % | 498.580 $ | ||
| Quantinno Capital Management LP | 373.531 $ | -150.741 $ | -28,8 % | 524.272 $ | ||||||||
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 437.619 $ | +12.097 $ | +2,8 % | 425.522 $ | -88.252 $ | -17,2 % | 513.774 $ | +47.062 $ | +10,1 % | 466.712 $ | +91.140 $ | +24,3 % |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 500.767 $ | -9.098 $ | -1,8 % | 509.865 $ | +17.195 $ | +3,5 % | 492.670 $ | |||||
| Diversify Advisory Services, LLC | 500.767 $ | -9.098 $ | -1,8 % | 509.865 $ | +265.607 $ | +108,7 % | 244.258 $ | +36.065 $ | +17,3 % | |||
| Berger Financial Group, Inc | 333.860 $ | -174.446 $ | -34,3 % | 508.306 $ | +20.006 $ | +4,1 % | 488.300 $ | |||||
| Atria Investments, Inc | 492.018 $ | +23.383 $ | +5,0 % | 468.635 $ | -12.549 $ | -2,6 % | 481.184 $ | +41.817 $ | +9,5 % | 439.367 $ | ||
| Eagle Bay Advisors LLC | 487.175 $ | +18.540 $ | +4,0 % | 468.635 $ | -12.549 $ | -2,6 % | 481.184 $ | +41.817 $ | +9,5 % | 439.367 $ | ||
| XML Financial, LLC | 409.860 $ | +11.330 $ | +2,8 % | 398.530 $ | -82.654 $ | -17,2 % | 481.184 $ | +59.704 $ | +14,2 % | 421.480 $ | +82.307 $ | +24,3 % |
| Endowment Wealth Management, Inc. | 477.999 $ | +90.202 $ | +23,3 % | 387.797 $ | -54.181 $ | -12,3 % | 441.978 $ | +83.000 $ | +23,1 % | 358.978 $ | -31.153 $ | -8,0 % |
| Focus Advisor Solutions, LLC | 416.645 $ | -44.198 $ | -9,6 % | 460.843 $ | +114.421 $ | +33,0 % | ||||||
| Prosperity Wealth Management, Inc. | 457.460 $ | |||||||||||
| PRINCIPAL SECURITIES, INC. | 454.324 $ | +65.877 $ | +17,0 % | 388.447 $ | +39.338 $ | +11,3 % | 349.109 $ | +78.929 $ | +29,2 % | |||
| Regal Investment Advisors LLC | 450.159 $ | +212.628 $ | +89,5 % | 237.531 $ | ||||||||
| MMA ASSET MANAGEMENT LLC | 349.257 $ | -96.713 $ | -21,7 % | 445.970 $ | +26.752 $ | +6,4 % | 419.218 $ | -255.487 $ | -37,9 % | |||
| Snowden Capital Advisors LLC | 445.267 $ | +3.015 $ | +0,7 % | 442.252 $ | ||||||||
| Meeder Advisory Services, Inc. | 263.936 $ | -54.739 $ | -17,2 % | 318.675 $ | -124.599 $ | -28,1 % | 443.274 $ | +50.992 $ | +13,0 % | |||
| Vertex Planning Partners, LLC | 364.112 $ | -75.078 $ | -17,1 % | 439.190 $ | +19.560 $ | +4,7 % | 419.630 $ | +55.309 $ | +15,2 % | |||
| Pacific Capital Wealth Advisors, Inc. | 429.235 $ | |||||||||||
| TRUIST FINANCIAL CORP | 363.658 $ | +74.543 $ | +25,8 % | 289.115 $ | -58.212 $ | -16,8 % | 347.327 $ | -68.191 $ | -16,4 % | 415.518 $ | +41.766 $ | +11,2 % |
| SILVER OAK SECURITIES, INCORPORATED | 354.873 $ | -60.039 $ | -14,5 % | 414.912 $ | +88.896 $ | +27,3 % | 326.016 $ | |||||
| Security National Bank | 350.617 $ | +9.693 $ | +2,8 % | 340.924 $ | -70.707 $ | -17,2 % | 411.631 $ | +24.692 $ | +6,4 % | 386.939 $ | +78.375 $ | +25,4 % |
| TWO SIGMA SECURITIES, LLC | 408.132 $ | |||||||||||
| Equitable Holdings, Inc. | 255.784 $ | -146.640 $ | -36,4 % | 402.424 $ | +89.706 $ | +28,7 % | 312.718 $ | +30.791 $ | +10,9 % | |||
| LaSalle St. Investment Advisors, LLC | 300.892 $ | -100.679 $ | -25,1 % | 401.571 $ | +142.571 $ | +55,0 % | 259.000 $ | |||||
| Magnus Financial Group LLC | 303.669 $ | +17.995 $ | +6,3 % | 285.674 $ | -113.490 $ | -28,4 % | 399.164 $ | +116.464 $ | +41,2 % | 282.700 $ | ||
| PNC FINANCIAL SERVICES GROUP, INC. | 103.256 $ | -22.071 $ | -17,6 % | 125.327 $ | -265.107 $ | -67,9 % | 390.434 $ | +363.797 $ | +1.365,8 % | |||
| FLAGSHIP HARBOR ADVISORS, LLC | 355.835 $ | -18.605 $ | -5,0 % | 374.440 $ | -15.319 $ | -3,9 % | 389.759 $ | +12.691 $ | +3,4 % | 377.068 $ | +57.911 $ | +18,1 % |
| StoneX Group Inc. | 387.599 $ | +180.593 $ | +87,2 % | 207.006 $ | ||||||||
| DOPKINS WEALTH MANAGEMENT, LLC | 311.578 $ | -64.620 $ | -17,2 % | 376.198 $ | +22.566 $ | +6,4 % | 353.632 $ | +69.058 $ | +24,3 % | |||
| Perennial Investment Advisors, LLC | 239.480 $ | -51.417 $ | -17,7 % | 290.897 $ | -83.706 $ | -22,3 % | 374.603 $ | +73.153 $ | +24,3 % | |||
| Perigon Wealth Management, LLC | 318.200 $ | +9.158 $ | +3,0 % | 309.042 $ | -64.094 $ | -17,2 % | 373.136 $ | |||||
| OneDigital Investment Advisors LLC | 369.003 $ | |||||||||||
| BROWN ADVISORY INC | 305.600 $ | -63.381 $ | -17,2 % | 368.981 $ | ||||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 359.794 $ | +15.414 $ | +4,5 % | 344.380 $ | ||||||||
| Vanguard Capital Wealth Advisors | 357.696 $ | |||||||||||
| BRIGHTON JONES LLC | 323.053 $ | +8.930 $ | +2,8 % | 314.123 $ | -43.047 $ | -12,1 % | 357.170 $ | +86.990 $ | +32,2 % | |||
| BostonPremier Wealth LLC | 350.244 $ | +9.682 $ | +2,8 % | 340.562 $ | -9.609 $ | -2,7 % | 350.171 $ | +2.707 $ | +0,8 % | 347.464 $ | +105.576 $ | +43,6 % |
| Providence Financial Advisors, LLC | 288.210 $ | -59.774 $ | -17,2 % | 347.984 $ | +20.874 $ | +6,4 % | 327.110 $ | +63.879 $ | +24,3 % | |||
| Argent Trust Co | 282.232 $ | -58.533 $ | -17,2 % | 340.765 $ | +20.441 $ | +6,4 % | 320.324 $ | +62.553 $ | +24,3 % | |||
| FSA WEALTH PARTNERS, INC. | 340.370 $ | |||||||||||
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 286.902 $ | +7.931 $ | +2,8 % | 278.971 $ | -57.858 $ | -17,2 % | 336.829 $ | +20.205 $ | +6,4 % | 316.624 $ | +61.831 $ | +24,3 % |
| INTEGRITY ALLIANCE, LLC. | 335.128 $ | +63.625 $ | +23,4 % | |||||||||
| AdvisorNet Financial, Inc | 229.184 $ | -27.868 $ | -10,8 % | 257.052 $ | -65.560 $ | -20,3 % | 322.612 $ | +30.866 $ | +10,6 % | 291.746 $ | +56.972 $ | +24,3 % |
| Waverly Advisors, LLC | 299.390 $ | -21.910 $ | -6,8 % | 321.300 $ | +79.103 $ | +32,7 % | 242.197 $ | |||||
| HBW ADVISORY SERVICES LLC | 319.008 $ | |||||||||||
| NewEdge Wealth, LLC | 257.233 $ | -53.349 $ | -17,2 % | 310.582 $ | +18.630 $ | +6,4 % | 291.952 $ | +48.947 $ | +20,1 % | |||
| UNIQUE WEALTH, LLC | 263.801 $ | +7.293 $ | +2,8 % | 256.508 $ | -53.200 $ | -17,2 % | 309.708 $ | +18.578 $ | +6,4 % | 291.130 $ | +56.853 $ | +24,3 % |
| Centennial Wealth Advisory LLC | 309.075 $ | |||||||||||
| Betterment LLC | 309.000 $ | +56.000 $ | +22,1 % | 253.000 $ | ||||||||
| FORTRESS PRIVATE LEDGER, LLC | 305.727 $ | |||||||||||
| SeaCrest Wealth Management, LLC | 301.396 $ | +1.408 $ | +0,5 % | 299.988 $ | ||||||||
| PFG Investments, LLC | 266.653 $ | -33.431 $ | -11,1 % | 300.084 $ | +19.851 $ | +7,1 % | 280.233 $ | +66.306 $ | +31,0 % | |||
| Advisory Resource Group | 255.417 $ | +7.060 $ | +2,8 % | 248.357 $ | -51.508 $ | -17,2 % | 299.865 $ | +17.987 $ | +6,4 % | 281.878 $ | +55.046 $ | +24,3 % |
| TCFG Investment Advisors, LLC | 250.015 $ | +7.817 $ | +3,2 % | 242.198 $ | -50.231 $ | -17,2 % | 292.429 $ | |||||
| TCFG WEALTH MANAGEMENT, LLC | 292.429 $ | |||||||||||
| Prepared Retirement Institute LLC | 291.833 $ | |||||||||||
| Wealthspire Advisors, LLC | 233.503 $ | -57.833 $ | -19,9 % | 291.336 $ | +26.317 $ | +9,9 % | 265.019 $ | -3.838 $ | -1,4 % | |||
| CWM, LLC | 289.148 $ | +266.148 $ | +1.157,2 % | 23.000 $ | +4.000 $ | +21,1 % | ||||||
| Wealthcare Advisory Partners LLC | 287.461 $ | |||||||||||
| Clear Creek Financial Management, LLC | 284.992 $ | |||||||||||
| Anfield Capital Management, LLC | 280.836 $ | +16.846 $ | +6,4 % | 263.990 $ | +51.552 $ | +24,3 % | ||||||
| Bath Savings Trust Co | 280.382 $ | |||||||||||
| OpenArc Corporate Advisory, LLC | 280.195 $ | |||||||||||
| Integrity Advisory Solutions, LLC | 247.220 $ | +40.166 $ | +19,4 % | 207.054 $ | -56.066 $ | -21,3 % | 263.120 $ | -3.749 $ | -1,4 % | 266.869 $ | ||
| Beacon Capital Management, LLC | 266.838 $ | |||||||||||
| Werba Rubin Papier Wealth Management | 218.829 $ | -45.385 $ | -17,2 % | 264.214 $ | ||||||||
| Trilogy Capital Inc. | 227.659 $ | +6.294 $ | +2,8 % | 221.365 $ | -36.506 $ | -14,2 % | 257.871 $ | +40.552 $ | +18,7 % | 217.319 $ | ||
| Nicht ausgewiesen | 213.576 $ | -41.889 $ | -16,4 % | 255.465 $ | +10.184 $ | +4,2 % | 245.281 $ | |||||
| Note Advisors, LLC | 228.344 $ | -26.820 $ | -10,5 % | 255.164 $ | ||||||||
| BLVD Private Wealth, LLC | 213.500 $ | +5.902 $ | +2,8 % | 207.598 $ | -43.055 $ | -17,2 % | 250.653 $ | |||||
| RIVERSEDGE ADVISORS, LLC | 212.196 $ | +5.866 $ | +2,8 % | 206.330 $ | -42.792 $ | -17,2 % | 249.122 $ | +14.944 $ | +6,4 % | 234.178 $ | ||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 246.726 $ | |||||||||||
| Lido Advisors, LLC | 245.841 $ | |||||||||||
| Comprehensive Financial Planning, Inc./PA | 1.490 $ | -22.060 $ | -93,7 % | 23.550 $ | -221.635 $ | -90,4 % | 245.185 $ | -20.693 $ | -7,8 % | |||
| OLD NATIONAL BANCORP /IN/ | 206.420 $ | +5.706 $ | +2,8 % | 200.714 $ | -41.627 $ | -17,2 % | 242.341 $ | +14.537 $ | +6,4 % | 227.804 $ | ||
| FIFTH THIRD BANCORP | 241.655 $ | +39.995 $ | +19,8 % | 201.660 $ | ||||||||
| Family Investment Center, Inc. | 227.101 $ | +21.677 $ | +10,6 % | 205.424 $ | -34.512 $ | -14,4 % | 239.936 $ | +11.720 $ | +5,1 % | 228.216 $ | ||
| COFG Advisors, LLC | 229.656 $ | -9.457 $ | -4,0 % | 239.113 $ | ||||||||
| Blueshift Asset Management, LLC | 239.113 $ | |||||||||||
| Meridian Wealth Management, LLC | 237.530 $ | +31.930 $ | +15,5 % | 205.600 $ | ||||||||
| World Investment Advisors | 236.424 $ | -450 $ | -0,2 % | 236.874 $ | +33.741 $ | +16,6 % | 203.133 $ | |||||
| VestGen Advisors, LLC | 234.249 $ | |||||||||||
| JPMORGAN CHASE & CO | 233.605 $ | +188.395 $ | +416,7 % | 45.210 $ | -15.647 $ | -25,7 % | 60.857 $ | -60.583 $ | -49,9 % | |||
| Creekside Partners | 229.656 $ | +9.664 $ | +4,4 % | 219.992 $ | ||||||||
| Lodestone Wealth Management LLC | 155.753 $ | +23.876 $ | +18,1 % | 131.877 $ | -86.843 $ | -39,7 % | 218.720 $ | +13.120 $ | +6,4 % | 205.600 $ | ||
| D.A. DAVIDSON & CO. | 215.922 $ | |||||||||||
| Vantage Financial Partners, LLC | 215.880 $ | |||||||||||
| Rehmann Capital Advisory Group | 215.876 $ | +12.949 $ | +6,4 % | 202.927 $ | ||||||||
| Asset Allocation Strategies LLC | 209.215 $ | -1.194 $ | -0,6 % | 210.409 $ | ||||||||
| Plan Group Financial, LLC | 207.784 $ | |||||||||||
| FRANKLIN TEMPLETON INC | 205.394 $ | |||||||||||
| Strategies Wealth Advisors, LLC | 205.160 $ | |||||||||||
| CIBC Bancorp USA Inc. | 204.722 $ | |||||||||||
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 202.316 $ | -31.465 $ | -13,5 % | |||||||||
| Moors & Cabot, Inc. | 201.488 $ | |||||||||||
| Geneos Wealth Management Inc. | 168.470 $ | -24.004 $ | -12,5 % | 192.474 $ | +58.834 $ | +44,0 % | 133.640 $ | +50.088 $ | +59,9 % | |||
| CIBC Private Wealth Group LLC | 192.442 $ | +4.491 $ | +2,4 % | |||||||||
| CoreCap Advisors, LLC | 187.045 $ | -2.076 $ | -1,1 % | 189.121 $ | +19.176 $ | +11,3 % | 169.945 $ | +89.555 $ | +111,4 % | 80.390 $ | +15.699 $ | +24,3 % |
| Winch Advisory Services, LLC | 145.282 $ | -30.131 $ | -17,2 % | 175.413 $ | +10.522 $ | +6,4 % | 164.891 $ | +32.200 $ | +24,3 % | |||
| Arax Advisory Partners | 142.385 $ | -29.530 $ | -17,2 % | 171.915 $ | +10.313 $ | +6,4 % | 161.602 $ | +91.616 $ | +130,9 % | |||
| Allworth Financial LP | 39.853 $ | -123.750 $ | -75,6 % | 163.603 $ | +12.281 $ | +8,1 % | 151.322 $ | +83.652 $ | +123,6 % | |||
| Parallel Advisors, LLC | 100.602 $ | -33.449 $ | -25,0 % | 134.051 $ | -27.802 $ | -17,2 % | 161.853 $ | +9.709 $ | +6,4 % | 152.144 $ | +29.711 $ | +24,3 % |
| Friedenthal Financial | 127.989 $ | +3.538 $ | +2,8 % | 124.451 $ | -25.810 $ | -17,2 % | 150.261 $ | +9.013 $ | +6,4 % | 141.248 $ | +27.583 $ | +24,3 % |
| Spire Wealth Management | 62.969 $ | -7.317 $ | -10,4 % | 70.286 $ | -69.257 $ | -49,6 % | 139.543 $ | +12.482 $ | +9,8 % | 127.061 $ | +105.883 $ | +500,0 % |
| COMERICA BANK | 139.191 $ | |||||||||||
| Global Retirement Partners, LLC | 136.587 $ | +62.571 $ | +84,5 % | 74.016 $ | +40.926 $ | +123,7 % | ||||||
| PRIVATE TRUST CO NA | 44.898 $ | +28.957 $ | +181,7 % | 15.941 $ | -117.478 $ | -88,1 % | 133.419 $ | |||||
| Colonial Trust Co / SC | 108.871 $ | -22.580 $ | -17,2 % | 131.451 $ | +16.109 $ | +14,0 % | 115.342 $ | +50.155 $ | +76,9 % | |||
| SIGNATUREFD, LLC | 106.191 $ | +3.841 $ | +3,8 % | 102.350 $ | -21.227 $ | -17,2 % | 123.577 $ | +110.213 $ | +824,7 % | 13.364 $ | +2.610 $ | +24,3 % |
| FMR LLC | 87.986 $ | -30.536 $ | -25,8 % | 118.522 $ | +114.241 $ | +2.668,6 % | 4.281 $ | +2.549 $ | +147,2 % | |||
| HUNTINGTON NATIONAL BANK | 78.076 $ | -38.065 $ | -32,8 % | 116.141 $ | -229 $ | -0,2 % | 116.370 $ | +12.303 $ | +11,8 % | |||
| Destiny Wealth Partners, LLC | 108.048 $ | |||||||||||
| WHITTIER TRUST CO OF NEVADA INC | 86.898 $ | -16.456 $ | -15,9 % | 103.354 $ | ||||||||
| Financial Network Wealth Advisors LLC | 91.101 $ | +34.039 $ | +59,7 % | 57.062 $ | -11.835 $ | -17,2 % | 68.897 $ | +4.133 $ | +6,4 % | 64.764 $ | +12.647 $ | +24,3 % |
| First Bancorp, Inc /ME/ | 72.843 $ | +2.013 $ | +2,8 % | 70.830 $ | ||||||||
| MAI Capital Management | 69.991 $ | +4.199 $ | +6,4 % | 65.792 $ | +12.848 $ | +24,3 % | ||||||
| Motiv8 Investments LLC | 67.000 $ | |||||||||||
| Continuum Advisory, LLC | 57.425 $ | |||||||||||
| Trifecta Capital Advisors, LLC | 47.134 $ | +1.303 $ | +2,8 % | 45.831 $ | -9.506 $ | -17,2 % | 55.337 $ | +3.320 $ | +6,4 % | 52.017 $ | +10.158 $ | +24,3 % |
| BFC Planning, Inc. | 54.345 $ | +54.139 $ | +26.281,1 % | 206 $ | ||||||||
| Longview Financial Advisors, Inc. | 50.306 $ | |||||||||||
| GGM Financial LLC | 41.121 $ | -8.528 $ | -17,2 % | 49.649 $ | +2.978 $ | +6,4 % | 46.671 $ | +9.114 $ | +24,3 % | |||
| WFA of San Diego, LLC | 49.212 $ | |||||||||||
| Costello Asset Management, INC | 40.055 $ | +1.108 $ | +2,8 % | 38.947 $ | -8.078 $ | -17,2 % | 47.025 $ | +2.821 $ | +6,4 % | 44.204 $ | +8.632 $ | +24,3 % |
| Bogart Wealth, LLC | 44.838 $ | |||||||||||
| Strategic Wealth Partners, Ltd. | 36.230 $ | -7.514 $ | -17,2 % | 43.744 $ | +2.624 $ | +6,4 % | 41.120 $ | +24.575 $ | +148,5 % | |||
| US BANCORP \DE\ | 36.230 $ | -7.514 $ | -17,2 % | 43.744 $ | +2.624 $ | +6,4 % | 41.120 $ | +8.030 $ | +24,3 % | |||
| Medallion Wealth Advisors, LLC | 36.230 $ | -7.514 $ | -17,2 % | 43.744 $ | +2.624 $ | +6,4 % | 41.120 $ | +8.030 $ | +24,3 % | |||
| Latitude Advisors, LLC | 41.731 $ | |||||||||||
| Seneschal Advisors, LLC | 34.962 $ | -1.783 $ | -4,9 % | 36.745 $ | -3.553 $ | -8,8 % | 40.298 $ | |||||
| AMERIFLEX GROUP, INC. | 38.713 $ | |||||||||||
| Bank of the Bluegrass & Trust Co. | 38.377 $ | |||||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 37.633 $ | +7.200 $ | +23,7 % | 30.433 $ | -625 $ | -2,0 % | 31.058 $ | |||||
| GABLES CAPITAL MANAGEMENT INC. | 30.740 $ | +850 $ | +2,8 % | 29.890 $ | -6.199 $ | -17,2 % | 36.089 $ | +2.165 $ | +6,4 % | 33.924 $ | +6.625 $ | +24,3 % |
| Capital Analysts, LLC | 36.000 $ | +3.000 $ | +9,1 % | 33.000 $ | ||||||||
| Intesa Sanpaolo Wealth Management | 27.172 $ | -5.636 $ | -17,2 % | 32.808 $ | +32.808 $ | 0 $ | ||||||
| Signature Resources Capital Management, LLC | 30.553 $ | |||||||||||
| Measured Wealth Private Client Group, LLC | 23.550 $ | -4.884 $ | -17,2 % | 28.434 $ | -1.995 $ | -6,6 % | 30.429 $ | -1.668 $ | -5,2 % | |||
| Markowski Investments | 26.641 $ | +737 $ | +2,8 % | 25.904 $ | ||||||||
| MPWM ADVISORY SOLUTIONS, LLC | 20.832 $ | -4.321 $ | -17,2 % | 25.153 $ | +4.593 $ | +22,3 % | 20.560 $ | +4.015 $ | +24,3 % | |||
| Asset Dedication, LLC | 21.052 $ | +582 $ | +2,8 % | 20.470 $ | -4.246 $ | -17,2 % | 24.716 $ | +16.286 $ | +193,2 % | 8.430 $ | +1.646 $ | +24,3 % |
| Parvin Asset Management, LLC | 20.470 $ | -4.245 $ | -17,2 % | 24.715 $ | +1.482 $ | +6,4 % | 23.233 $ | +4.537 $ | +24,3 % | |||
| Keating Financial Advisory Services, Inc. | 2.717 $ | -21.123 $ | -88,6 % | 23.840 $ | +1.430 $ | +6,4 % | 22.410 $ | |||||
| Cape Investment Advisory, Inc. | 18.630 $ | +515 $ | +2,8 % | 18.115 $ | -2.445 $ | -11,9 % | 20.560 $ | |||||
| GILL CAPITAL PARTNERS, LLC | 16.847 $ | -3.494 $ | -17,2 % | 20.341 $ | ||||||||
| Private Wealth Asset Management, LLC | 15.035 $ | -3.119 $ | -17,2 % | 18.154 $ | ||||||||
| TOUNJIAN ADVISORY PARTNERS, LLC | 16.581 $ | +459 $ | +2,8 % | 16.122 $ | ||||||||
| Investors Research Corp | 15.649 $ | |||||||||||
| Sunbelt Securities, Inc. | 14.654 $ | |||||||||||
| New England Capital Financial Advisors LLC | 10.806 $ | +299 $ | +2,8 % | 10.507 $ | -2.179 $ | -17,2 % | 12.686 $ | +761 $ | +6,4 % | 11.925 $ | +2.328 $ | +24,3 % |
| Catherine Avery Investment Management LLC | 12.482 $ | +345 $ | +2,8 % | 12.137 $ | ||||||||
| Root Financial Partners, LLC | 12.296 $ | +6.828 $ | +124,9 % | 5.468 $ | ||||||||
| McIlrath & Eck, LLC | 11.925 $ | +2.329 $ | +24,3 % | |||||||||
| Birchwood Financial Partners, Inc. | 9.129 $ | +253 $ | +2,9 % | 8.876 $ | -1.841 $ | -17,2 % | 10.717 $ | +26 $ | +0,2 % | 10.691 $ | ||
| Hickory Point Bank & Trust | 10.280 $ | |||||||||||
| Financial Freedom, LLC | 9.205 $ | |||||||||||
| MCDONALD PARTNERS LLC | 8.011 $ | +222 $ | +2,9 % | 7.789 $ | ||||||||
| BFSG, LLC | 7.825 $ | +216 $ | +2,8 % | 7.609 $ | ||||||||
| Key FInancial Inc | 7.638 $ | +211 $ | +2,8 % | 7.427 $ | ||||||||
| POM Investment Strategies, LLC | 6.893 $ | +734 $ | +11,9 % | 6.159 $ | -1.277 $ | -17,2 % | 7.436 $ | +446 $ | +6,4 % | 6.990 $ | ||
| WOLFF WIESE MAGANA LLC | 932 $ | -5.046 $ | -84,4 % | 5.978 $ | -1.240 $ | -17,2 % | 7.218 $ | |||||
| Sound Income Strategies, LLC | 6.627 $ | -376 $ | -5,4 % | 7.003 $ | -7.634 $ | -52,2 % | ||||||
| Ritter Daniher Financial Advisory LLC / DE | 5.616 $ | -1.165 $ | -17,2 % | 6.781 $ | ||||||||
| Plante Moran Financial Advisors, LLC | 5.589 $ | |||||||||||
| SIMS INVESTMENT MANAGEMENT, LLC | 5.435 $ | |||||||||||
| Cassaday & Co Wealth Management LLC | 5.403 $ | |||||||||||
| Darwin Wealth Management, LLC | 1.811 $ | -376 $ | -17,2 % | 2.187 $ | -2.747 $ | -55,7 % | 4.934 $ | |||||
| Caitlin John, LLC | 4.729 $ | +924 $ | +24,3 % | |||||||||
| Abound Wealth Management | 4.375 $ | +263 $ | +6,4 % | 4.112 $ | ||||||||
| CX Institutional | 3.000 $ | |||||||||||
| OPTIMA CAPITAL LLC | 2.262 $ | |||||||||||
| First Command Advisory Services, Inc. | 1.968 $ | +118 $ | +6,4 % | 1.850 $ | ||||||||
| LifeSteps Financial, Inc. | 1.812 $ | |||||||||||
| EASTERN BANK | 1.531 $ | |||||||||||
| Tower Research Capital LLC (TRC) | 1.531 $ | |||||||||||
| Smartleaf Asset Management LLC | 1.263 $ | -195 $ | -13,4 % | 1.458 $ | -28 $ | -1,9 % | 1.486 $ | |||||
| Rossby Financial, LCC | 1.325 $ | |||||||||||
| MATHER GROUP, LLC. | 1.094 $ | |||||||||||
| Strengthening Families & Communities, LLC | 745 $ | +20 $ | +2,8 % | 725 $ | -150 $ | -17,1 % | 875 $ | +53 $ | +6,4 % | 822 $ | +161 $ | +24,4 % |
| CITIGROUP INC | 186 $ | +5 $ | +2,8 % | 181 $ | -475 $ | -72,4 % | 656 $ | +450 $ | +218,4 % | 206 $ | ||
| TOTH FINANCIAL ADVISORY CORP | 559 $ | |||||||||||
| HARBOR INVESTMENT ADVISORY, LLC | 186 $ | +5 $ | +2,8 % | 181 $ | -38 $ | -17,4 % | 219 $ | |||||
| Gesamt | 264.825.830 $ | +13.812.185 $ | +270,1 % | 1.202.704.314 $ | -175.223.964 $ | +107,1 % | 1.329.118.034 $ | +109.722.481 $ | +90,7 % | 1.217.140.009 $ | +264.666.842 $ | +46,9 % |