| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 17.594.010.891 $ | +1.584.645.599 $ | +242,8 % | 15.919.725.948 $ | +3.249.182.331 $ | +726,2 % | 12.414.176.036 $ | +4.367.983.124 $ | +211,4 % | 7.951.416.866 $ | +1.029.729.643 $ | +816,1 % | |
| Nicht ausgewiesen | 11.970.581.224 $ | +644.189.659 $ | +5,7 % | 11.326.391.565 $ | +2.116.938.184 $ | +23,0 % | 9.209.453.381 $ | +3.961.567.243 $ | +75,5 % | 5.247.886.138 $ | +589.296.670 $ | +12,6 % |
| LPL Financial LLC | 927.629.121 $ | +150.398.790 $ | +19,4 % | 777.230.331 $ | +95.810.935 $ | +14,1 % | 681.419.396 $ | +42.008.977 $ | +6,6 % | 639.410.419 $ | +150.533.840 $ | +30,8 % |
| Dynasty Wealth Management, LLC | 455.159.495 $ | +88.981.755 $ | +24,3 % | 366.177.740 $ | +361.725.269 $ | +8.124,1 % | 4.452.471 $ | +58.747 $ | +1,3 % | 4.393.724 $ | ||
| OpenArc Corporate Advisory, LLC | 256.567.026 $ | +53.953.688 $ | +26,6 % | 202.613.338 $ | ||||||||
| JOHNSON INVESTMENT COUNSEL INC | 240.805.327 $ | +21.073.365 $ | +9,6 % | 219.731.962 $ | +11.044.554 $ | +5,3 % | 208.687.408 $ | +14.179.464 $ | +7,3 % | 194.507.944 $ | +21.657.570 $ | +12,5 % |
| JPMORGAN CHASE & CO | 220.859.412 $ | +47.389.001 $ | +27,3 % | 173.470.411 $ | +141.859.015 $ | +448,8 % | 31.611.396 $ | -14.436.264 $ | -31,4 % | 46.047.660 $ | +26.925.106 $ | +140,8 % |
| BBR PARTNERS, LLC | 220.770.718 $ | +19.065.790 $ | +9,5 % | 201.704.928 $ | +20.123.664 $ | +11,1 % | 181.581.264 $ | +26.880.238 $ | +17,4 % | 154.701.026 $ | +62.928.149 $ | +68,6 % |
| BANK OF AMERICA CORP /DE/ | 218.441.430 $ | +5.291.515 $ | +2,5 % | 213.149.915 $ | +106.509.437 $ | +99,9 % | 106.640.478 $ | +7.106.361 $ | +7,1 % | 99.534.117 $ | +22.202.819 $ | +28,7 % |
| MORGAN STANLEY | 161.475.468 $ | +19.697.136 $ | +13,9 % | 141.778.332 $ | +4.652.420 $ | +3,4 % | 137.125.912 $ | +32.224.268 $ | +30,7 % | 104.901.644 $ | +54.533.099 $ | +108,3 % |
| RAYMOND JAMES FINANCIAL INC | 160.742.179 $ | +41.089.736 $ | +34,3 % | 119.652.443 $ | +6.981.566 $ | +6,2 % | 112.670.877 $ | +23.604.964 $ | +26,5 % | 89.065.913 $ | +23.302.713 $ | +35,4 % |
| SAGESPRING WEALTH PARTNERS, LLC | 157.614.716 $ | +28.533.524 $ | +22,1 % | 129.081.192 $ | +120.159.601 $ | +1.346,8 % | 8.921.591 $ | +437.708 $ | +5,2 % | 8.483.883 $ | -211.104 $ | -2,4 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 111.530.359 $ | +30.568.868 $ | +37,8 % | 80.961.491 $ | +57.247.901 $ | +241,4 % | 23.713.590 $ | +15.626.341 $ | +193,2 % | 8.087.249 $ | +7.986.368 $ | +7.916,6 % |
| UBS Group AG | 106.792.979 $ | +28.193.743 $ | +35,9 % | 78.599.236 $ | -21.471.149 $ | -21,5 % | 100.070.385 $ | +9.441.554 $ | +10,4 % | 90.628.831 $ | +3.938.748 $ | +4,5 % |
| NorthRock Partners, LLC | 99.500.397 $ | +68.070.472 $ | +216,6 % | 31.429.925 $ | -924.696 $ | -2,9 % | 32.354.621 $ | -1.705.408 $ | -5,0 % | 34.060.029 $ | -1.133.864 $ | -3,2 % |
| WELLS FARGO & COMPANY/MN | 99.215.022 $ | +35.453.748 $ | +55,6 % | 63.761.274 $ | +952.954 $ | +1,5 % | 62.808.320 $ | +32.620.099 $ | +108,1 % | 30.188.221 $ | +3.745.777 $ | +14,2 % |
| Arkadios Wealth Advisors | 3.629.925 $ | -94.229.637 $ | -96,3 % | 97.859.562 $ | +95.265.088 $ | +3.671,8 % | 2.594.474 $ | +62.063 $ | +2,5 % | 2.532.411 $ | -191.527 $ | -7,0 % |
| Wagner Wealth Management, LLC | 78.109.081 $ | -18.057.651 $ | -18,8 % | 96.166.732 $ | +3.556.945 $ | +3,8 % | 92.609.787 $ | +12.135.334 $ | +15,1 % | 80.474.453 $ | -22.521.351 $ | -21,9 % |
| ENVESTNET ASSET MANAGEMENT INC | 95.575.406 $ | +25.712.318 $ | +36,8 % | 69.863.088 $ | +19.458.984 $ | +38,6 % | 50.404.104 $ | -2.286.435 $ | -4,3 % | 52.690.539 $ | +2.859.276 $ | +5,7 % |
| Betterment LLC | 85.922.000 $ | +23.313.000 $ | +37,2 % | 62.609.000 $ | +6.148.000 $ | +10,9 % | 56.461.000 $ | +5.431.000 $ | +10,6 % | 51.030.000 $ | +11.464.000 $ | +29,0 % |
| Integrated Wealth Concepts LLC | 76.487.222 $ | +23.390.216 $ | +44,1 % | 53.097.006 $ | +15.856.017 $ | +42,6 % | 37.240.989 $ | +4.957.997 $ | +15,4 % | 32.282.992 $ | +18.369.580 $ | +132,0 % |
| JANE STREET GROUP, LLC | 61.277.986 $ | +24.112.366 $ | +64,9 % | 37.165.620 $ | -37.823.522 $ | -50,4 % | 74.989.142 $ | +62.566.391 $ | +503,6 % | 12.422.751 $ | -4.011.778 $ | -24,4 % |
| ROYAL BANK OF CANADA | 71.282.000 $ | -2.706.000 $ | -3,7 % | 73.988.000 $ | +10.263.000 $ | +16,1 % | 63.725.000 $ | +17.686.000 $ | +38,4 % | 46.039.000 $ | -34.727.000 $ | -43,0 % |
| OSAIC HOLDINGS, INC. | 67.480.277 $ | +15.191.253 $ | +29,1 % | 52.289.024 $ | -10.425.187 $ | -16,6 % | 62.714.211 $ | +7.889.121 $ | +14,4 % | 54.825.090 $ | +2.340.808 $ | +4,5 % |
| BOS Asset Management, LLC | 56.097.272 $ | +2.709.100 $ | +5,1 % | 53.388.172 $ | +3.628.313 $ | +7,3 % | 49.759.859 $ | -693.284 $ | -1,4 % | 50.453.143 $ | +4.070.003 $ | +8,8 % |
| Northwest Financial Advisors | 54.581.443 $ | |||||||||||
| TRUIST FINANCIAL CORP | 46.509.044 $ | +13.448.435 $ | +40,7 % | 33.060.609 $ | +2.674.771 $ | +8,8 % | 30.385.838 $ | +4.116.678 $ | +15,7 % | 26.269.160 $ | +794.006 $ | +3,1 % |
| IHT Wealth Management, LLC | 45.353.682 $ | +105.588 $ | +0,2 % | 45.248.094 $ | +17.762.187 $ | +64,6 % | 27.485.907 $ | +737.628 $ | +2,8 % | 26.748.279 $ | +3.861.071 $ | +16,9 % |
| Kensington Asset Management, LLC | 43.785.429 $ | +7.453.827 $ | +20,5 % | 36.331.602 $ | +10.195.990 $ | +39,0 % | 26.135.612 $ | +925.509 $ | +3,7 % | 25.210.103 $ | +20.137.466 $ | +397,0 % |
| Cambridge Investment Research Advisors, Inc. | 43.319.000 $ | +27.851.000 $ | +180,1 % | 15.468.000 $ | +866.000 $ | +5,9 % | 14.602.000 $ | +551.000 $ | +3,9 % | 14.051.000 $ | +5.244.000 $ | +59,5 % |
| FLOW TRADERS U.S. LLC | 1.028.000 $ | -41.723.000 $ | -97,6 % | 42.751.000 $ | +40.786.000 $ | +2.075,6 % | 1.965.000 $ | -1.288.000 $ | -39,6 % | |||
| AMERIPRISE FINANCIAL INC | 41.677.575 $ | +40.954.175 $ | +5.661,3 % | 723.400 $ | -3.621.974 $ | -83,4 % | 4.345.374 $ | -90.162 $ | -2,0 % | 4.435.536 $ | -91.484 $ | -2,0 % |
| Private Advisor Group, LLC | 41.607.097 $ | +13.773.951 $ | +49,5 % | 27.833.146 $ | +8.143 $ | +0,0 % | 27.825.003 $ | +2.193.092 $ | +8,6 % | 25.631.911 $ | -9.031.898 $ | -26,1 % |
| Bleakley Financial Group, LLC | 38.824.222 $ | +11.828.625 $ | +43,8 % | 26.995.597 $ | +22.078.251 $ | +449,0 % | 4.917.346 $ | |||||
| HighTower Advisors, LLC | 38.418.178 $ | +5.454.287 $ | +16,5 % | 32.963.891 $ | +10.006.119 $ | +43,6 % | 22.957.772 $ | +4.538.474 $ | +24,6 % | 18.419.298 $ | -574.799 $ | -3,0 % |
| NewEdge Advisors, LLC | 37.601.177 $ | +1.537.591 $ | +4,3 % | 36.063.586 $ | -223.885 $ | -0,6 % | 36.287.471 $ | +1.347.478 $ | +3,9 % | 34.939.993 $ | +3.243.043 $ | +10,2 % |
| Sanctuary Advisors, LLC | 24.186.327 $ | +5.356.103 $ | +28,4 % | 18.830.224 $ | +566.408 $ | +3,1 % | 18.263.816 $ | -12.870.608 $ | -41,3 % | 31.134.424 $ | +16.134.784 $ | +107,6 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 31.110.162 $ | +6.232.140 $ | +25,1 % | 24.878.022 $ | -1.079.338 $ | -4,2 % | 25.957.360 $ | +4.676.360 $ | +22,0 % | 21.281.000 $ | -3.606.000 $ | -14,5 % |
| Worth Financial Advisory Group, LLC | 2.092.224 $ | -27.929.876 $ | -93,0 % | 30.022.100 $ | +29.128.095 $ | +3.258,2 % | 894.005 $ | +351.627 $ | +64,8 % | 542.378 $ | +96.559 $ | +21,7 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19.618.089 $ | -2.198.082 $ | -10,1 % | 21.816.171 $ | -5.372.828 $ | -19,8 % | 27.188.999 $ | +3.496.689 $ | +14,8 % | 23.692.310 $ | -250.560 $ | -1,0 % |
| LVW Advisors, LLC | 26.986.342 $ | +2.269.105 $ | +9,2 % | 24.717.237 $ | -851.953 $ | -3,3 % | 25.569.190 $ | +976.712 $ | +4,0 % | 24.592.478 $ | +2.677.409 $ | +12,2 % |
| Intrepid Financial Planning Group LLC | 25.264.799 $ | +5.485.613 $ | +27,7 % | 19.779.186 $ | +673.683 $ | +3,5 % | 19.105.503 $ | +3.288.301 $ | +20,8 % | 15.817.202 $ | +7.906.673 $ | +100,0 % |
| KPP Advisory Services LLC | 24.666.683 $ | +5.271.525 $ | +27,2 % | 19.395.158 $ | +5.597.073 $ | +40,6 % | 13.798.085 $ | +4.596.525 $ | +50,0 % | 9.201.560 $ | ||
| GLENMEDE TRUST CO NA | 23.374.092 $ | +22.277.933 $ | +2.032,4 % | 1.096.159 $ | ||||||||
| Steward Partners Investment Advisory, LLC | 22.465.118 $ | +1.083.231 $ | +5,1 % | 21.381.887 $ | +16.517.721 $ | +339,6 % | 4.864.166 $ | +1.615.234 $ | +49,7 % | 3.248.932 $ | -284.226 $ | -8,0 % |
| UNIQUE WEALTH, LLC | 22.378.552 $ | +6.422.551 $ | +40,3 % | 15.956.001 $ | ||||||||
| FSM Wealth Advisors, LLC | 22.094.921 $ | +8.646.637 $ | +64,3 % | 13.448.284 $ | +2.184.580 $ | +19,4 % | 11.263.704 $ | +2.176.253 $ | +23,9 % | 9.087.451 $ | +1.803.882 $ | +24,8 % |
| GOLDMAN SACHS GROUP INC | 9.423.669 $ | +7.823.844 $ | +489,0 % | 1.599.825 $ | -19.889.639 $ | -92,6 % | 21.489.464 $ | +5.285.561 $ | +32,6 % | 16.203.903 $ | +14.803.212 $ | +1.056,9 % |
| Tulsa Wealth Advisors, INC | 21.392.083 $ | |||||||||||
| Stratos Wealth Partners, LTD. | 20.658.841 $ | +2.553.598 $ | +14,1 % | 18.105.243 $ | +2.496.416 $ | +16,0 % | 15.608.827 $ | +614.001 $ | +4,1 % | 14.994.826 $ | +10.266.915 $ | +217,2 % |
| Mariner, LLC | 3.568.562 $ | -9.514.823 $ | -72,7 % | 13.083.385 $ | -4.556.272 $ | -25,8 % | 17.639.657 $ | -2.839.418 $ | -13,9 % | 20.479.075 $ | -61.229 $ | -0,3 % |
| Embree Financial Group | 20.431.596 $ | +6.576.338 $ | +47,5 % | 13.855.258 $ | +3.773.229 $ | +37,4 % | 10.082.029 $ | +3.575.791 $ | +55,0 % | 6.506.238 $ | +1.509.934 $ | +30,2 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.917.226 $ | -6.579.343 $ | -33,7 % | 19.496.569 $ | +13.312.860 $ | +215,3 % | 6.183.709 $ | +208.128 $ | +3,5 % | 5.975.581 $ | +1.082.460 $ | +22,1 % |
| Concurrent Investment Advisors, LLC | 18.900.033 $ | +15.362.372 $ | +434,3 % | 3.537.661 $ | -16.292 $ | -0,5 % | 3.553.953 $ | +936.941 $ | +35,8 % | 2.617.012 $ | +757.896 $ | +40,8 % |
| HB Wealth Management, LLC | 16.047.119 $ | +916.421 $ | +6,1 % | 15.130.698 $ | -2.888.557 $ | -16,0 % | 18.019.255 $ | +76.691 $ | +0,4 % | 17.942.564 $ | +395.355 $ | +2,3 % |
| Cresset Asset Management, LLC | 17.893.604 $ | +6.901.371 $ | +62,8 % | 10.992.233 $ | +9.496.120 $ | +634,7 % | 1.496.113 $ | |||||
| Global Retirement Partners, LLC | 17.814.250 $ | +11.975.405 $ | +205,1 % | 5.838.845 $ | +5.612.339 $ | +2.477,8 % | 226.506 $ | +106.805 $ | +89,2 % | |||
| STIFEL FINANCIAL CORP | 17.679.333 $ | +2.392.635 $ | +15,7 % | 15.286.698 $ | -543.428 $ | -3,4 % | 15.830.126 $ | +4.834.027 $ | +44,0 % | 10.996.099 $ | +2.505.643 $ | +29,5 % |
| Ausdal Financial Partners, Inc. | 17.637.319 $ | +737.725 $ | +4,4 % | 16.899.594 $ | +1.180.859 $ | +7,5 % | 15.718.735 $ | -1.866.146 $ | -10,6 % | 17.584.881 $ | +3.298.780 $ | +23,1 % |
| ASSETMARK, INC | 17.012.860 $ | +51.093 $ | +0,3 % | 16.961.767 $ | -43.044 $ | -0,3 % | 17.004.811 $ | +6.847.007 $ | +67,4 % | 10.157.804 $ | +10.150.254 $ | +134.440,5 % |
| PMG Wealth Management, Inc. | 16.488.427 $ | +3.864.538 $ | +30,6 % | 12.623.889 $ | +7.500.835 $ | +146,4 % | 5.123.054 $ | +245.239 $ | +5,0 % | 4.877.815 $ | +658.621 $ | +15,6 % |
| Huntleigh Advisors, Inc. | 15.925.585 $ | +640.396 $ | +4,2 % | 15.285.189 $ | +653.890 $ | +4,5 % | 14.631.299 $ | +3.039.767 $ | +26,2 % | 11.591.532 $ | +854.877 $ | +8,0 % |
| D.A. DAVIDSON & CO. | 15.879.786 $ | +494.048 $ | +3,2 % | 15.385.738 $ | +2.007.224 $ | +15,0 % | 13.378.514 $ | +2.775.611 $ | +26,2 % | 10.602.903 $ | -769.798 $ | -6,8 % |
| Kingsview Wealth Management, LLC | 15.514.545 $ | +1.867.017 $ | +13,7 % | 13.647.528 $ | -1.218.759 $ | -8,2 % | 14.866.287 $ | +996.561 $ | +7,2 % | 13.869.726 $ | +2.561.285 $ | +22,6 % |
| Centerline Wealth Advisors, LLC | 15.359.387 $ | +2.350.675 $ | +18,1 % | 13.008.712 $ | ||||||||
| Solano Wealth Investment Advisors LLC | 12.916.921 $ | -1.977.196 $ | -13,3 % | 14.894.117 $ | +1.031.584 $ | +7,4 % | 13.862.533 $ | +177.894 $ | +1,3 % | 13.684.639 $ | +357.711 $ | +2,7 % |
| HighPoint Advisor Group LLC | 14.782.106 $ | +2.675.978 $ | +22,1 % | 12.106.128 $ | +10.716.624 $ | +771,3 % | 1.389.504 $ | |||||
| Kestra Advisory Services, LLC | 11.128.027 $ | +1.537.437 $ | +16,0 % | 9.590.590 $ | -1.418.952 $ | -12,9 % | 11.009.542 $ | -3.738.333 $ | -25,3 % | 14.747.875 $ | +7.756.731 $ | +111,0 % |
| MGO ONE SEVEN LLC | 6.994.656 $ | -68.767 $ | -1,0 % | 7.063.423 $ | -7.676.118 $ | -52,1 % | 14.739.541 $ | +716.002 $ | +5,1 % | 14.023.539 $ | +4.953.435 $ | +54,6 % |
| MML INVESTORS SERVICES, LLC | 14.467.305 $ | +6.130.355 $ | +73,5 % | 8.336.950 $ | +2.882.083 $ | +52,8 % | 5.454.867 $ | +1.218.205 $ | +28,8 % | 4.236.662 $ | +1.152.662 $ | +37,4 % |
| Quantum Private Wealth, LLC | 14.114.175 $ | +1.995.683 $ | +16,5 % | 12.118.492 $ | +20.180 $ | +0,2 % | 12.098.312 $ | -667.678 $ | -5,2 % | 12.765.990 $ | +2.380.237 $ | +22,9 % |
| CITADEL ADVISORS LLC | 13.621.127 $ | +5.510.053 $ | +67,9 % | 8.111.074 $ | +2.348.932 $ | +40,8 % | 5.762.142 $ | -7.090.270 $ | -55,2 % | 12.852.412 $ | -926.843 $ | -6,7 % |
| Beacon Pointe Advisors, LLC | 13.518.387 $ | +3.965.333 $ | +41,5 % | 9.553.054 $ | +3.050.323 $ | +46,9 % | 6.502.731 $ | +2.055.256 $ | +46,2 % | 4.447.475 $ | +1.825.309 $ | +69,6 % |
| Advisory Resource Group | 13.306.667 $ | +3.357.725 $ | +33,7 % | 9.948.942 $ | +20.741 $ | +0,2 % | 9.928.201 $ | +227.675 $ | +2,3 % | 9.700.526 $ | +5.031.400 $ | +107,8 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 13.062.003 $ | -165.888 $ | -1,3 % | 13.227.891 $ | +529.210 $ | +4,2 % | 12.698.681 $ | +1.912.258 $ | +17,7 % | 10.786.423 $ | +649.935 $ | +6,4 % |
| Cerity Partners LLC | 11.828.495 $ | -1.223.152 $ | -9,4 % | 13.051.647 $ | +9.906.852 $ | +315,0 % | 3.144.795 $ | |||||
| Legacy Wealth Advisors, LLC | 12.837.363 $ | +957.500 $ | +8,1 % | 11.879.863 $ | +450.620 $ | +3,9 % | 11.429.243 $ | |||||
| Anderson Financial Strategies, LLC | 12.188.863 $ | +293.121 $ | +2,5 % | 11.895.742 $ | +722.266 $ | +6,5 % | 11.173.476 $ | +2.408.036 $ | +27,5 % | 8.765.440 $ | +838.440 $ | +10,6 % |
| CWM, LLC | 11.295.495 $ | +4.403.495 $ | +63,9 % | 6.892.000 $ | +155.000 $ | +2,3 % | 6.737.000 $ | +5.738.000 $ | +574,4 % | |||
| Rockefeller Capital Management L.P. | 11.230.064 $ | +1.998.983 $ | +21,7 % | 9.231.081 $ | +477.093 $ | +5,5 % | 8.753.988 $ | +1.071.801 $ | +14,0 % | 7.682.187 $ | -9.064.583 $ | -54,1 % |
| DDFG, Inc | 11.111.282 $ | -33.013 $ | -0,3 % | 11.144.295 $ | +191.375 $ | +1,7 % | 10.952.920 $ | |||||
| SageGuard Financial Group, LLC | 10.921.362 $ | +9.479.290 $ | +657,3 % | 1.442.072 $ | ||||||||
| Atria Investments, Inc | 412.456 $ | +10.269 $ | +2,6 % | 402.187 $ | -9.531.796 $ | -96,0 % | 9.933.983 $ | -830.878 $ | -7,7 % | 10.764.861 $ | -225.589 $ | -2,1 % |
| OPPENHEIMER ASSET MANAGEMENT INC. | 10.325.380 $ | -107.758 $ | -1,0 % | 10.433.138 $ | -234.895 $ | -2,2 % | 10.668.033 $ | +12.533 $ | +0,1 % | |||
| Next Level Private LLC | 10.580.259 $ | +615.953 $ | +6,2 % | 9.964.306 $ | +7.059.115 $ | +243,0 % | 2.905.191 $ | +974.282 $ | +50,5 % | 1.930.909 $ | +1.485.622 $ | +333,6 % |
| FOCUSED ALPHA, LLC | 10.379.432 $ | +4.745.534 $ | +84,2 % | 5.633.898 $ | -65.031 $ | -1,1 % | 5.698.929 $ | |||||
| Warner Group LLC | 10.205.000 $ | +7.149.658 $ | +234,0 % | 3.055.342 $ | ||||||||
| SOL Capital Management CO | 10.051.000 $ | -105.000 $ | -1,0 % | 10.156.000 $ | -150.000 $ | -1,5 % | ||||||
| Strid Group, LLC | 9.851.424 $ | +70.083 $ | +0,7 % | 9.781.341 $ | +1.320.992 $ | +15,6 % | 8.460.349 $ | -283.718 $ | -3,2 % | 8.744.067 $ | +228.298 $ | +2,7 % |
| WEDBUSH SECURITIES INC | 8.353.000 $ | -1.289.000 $ | -13,4 % | 9.642.000 $ | +362.000 $ | +3,9 % | 9.280.000 $ | +3.202.000 $ | +52,7 % | 6.078.000 $ | -13.685.000 $ | -69,2 % |
| Eldridge Investment Advisors, Inc. | 9.423.543 $ | |||||||||||
| Quotient Wealth Partners, LLC | 9.168.492 $ | +2.780.468 $ | +43,5 % | 6.388.024 $ | +3.335.772 $ | +109,3 % | 3.052.252 $ | -1.368.422 $ | -31,0 % | 4.420.674 $ | -65.191 $ | -1,5 % |
| Cetera Investment Advisers | 8.981.601 $ | +2.464.277 $ | +37,8 % | 6.517.324 $ | -351.485 $ | -5,1 % | 6.868.809 $ | +3.039.516 $ | +79,4 % | 3.829.293 $ | +2.272.982 $ | +146,0 % |
| Advisory Services Network, LLC | 8.977.324 $ | +1.951.570 $ | +27,8 % | 7.025.754 $ | +2.006.948 $ | +40,0 % | 5.018.806 $ | +560.692 $ | +12,6 % | 4.458.114 $ | +498.844 $ | +12,6 % |
| FIRST AMERICAN TRUST, FSB | 8.933.929 $ | +4.690.680 $ | +110,5 % | 4.243.249 $ | ||||||||
| EVOLVE PRIVATE WEALTH, LLC | 225.704 $ | -7.736.016 $ | -97,2 % | 7.961.720 $ | ||||||||
| Independent Advisor Alliance | 7.579.687 $ | |||||||||||
| Aptus Capital Advisors, LLC | 6.998.503 $ | -111.875 $ | -1,6 % | 7.110.378 $ | -213.505 $ | -2,9 % | 7.323.883 $ | -254.297 $ | -3,4 % | 7.578.180 $ | +583.825 $ | +8,3 % |
| Colonial River Investments, LLC | 7.550.861 $ | |||||||||||
| Quantinno Capital Management LP | 3.630.311 $ | +2.674.888 $ | +280,0 % | 955.423 $ | -6.551.723 $ | -87,3 % | 7.507.146 $ | |||||
| SevenBridge Financial Group, LLC | 5.699.726 $ | -1.309.542 $ | -18,7 % | 7.009.268 $ | -355.282 $ | -4,8 % | 7.364.550 $ | -95.810 $ | -1,3 % | 7.460.360 $ | +400.704 $ | +5,7 % |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 7.282.532 $ | +3.354.452 $ | +85,4 % | 3.928.080 $ | +3.708.407 $ | +1.688,1 % | ||||||
| StoneCrest Wealth Management, Inc. | 7.220.998 $ | +1.387.744 $ | +23,8 % | 5.833.254 $ | +382.634 $ | +7,0 % | 5.450.620 $ | +585.000 $ | +12,0 % | 4.865.620 $ | +664.750 $ | +15,8 % |
| ARROW FINANCIAL CORP | 6.738.197 $ | +332.684 $ | +5,2 % | 6.405.513 $ | +115.280 $ | +1,8 % | 6.290.233 $ | |||||
| Golden State Wealth Management, LLC | 1.663.384 $ | -3.897.172 $ | -70,1 % | 5.560.556 $ | -912.206 $ | -14,1 % | 6.472.762 $ | +6.436.646 $ | +17.822,1 % | 36.116 $ | +418 $ | +1,2 % |
| Storen Legacy Partners, LLC | 6.367.397 $ | |||||||||||
| FLAGSHIP HARBOR ADVISORS, LLC | 6.298.657 $ | +2.404.953 $ | +61,8 % | 3.893.704 $ | +173.196 $ | +4,7 % | 3.720.508 $ | +632.902 $ | +20,5 % | 3.087.606 $ | -749.691 $ | -19,5 % |
| Creative Planning | 6.024.806 $ | +5.450.638 $ | +949,3 % | 574.168 $ | +249.310 $ | +76,7 % | 324.858 $ | +5.680 $ | +1,8 % | 319.178 $ | +6.681 $ | +2,1 % |
| Perigon Wealth Management, LLC | 5.902.292 $ | +3.358.246 $ | +132,0 % | 2.544.046 $ | ||||||||
| IFG Advisory, LLC | 4.210.009 $ | -1.397.873 $ | -24,9 % | 5.607.882 $ | ||||||||
| VestGen Advisors, LLC | 5.571.619 $ | +752.466 $ | +15,6 % | 4.819.153 $ | +4.342.684 $ | +911,4 % | 476.469 $ | -1.046.451 $ | -68,7 % | 1.522.920 $ | +63.032 $ | +4,3 % |
| Nicht ausgewiesen | 5.496.517 $ | +4.370.274 $ | +388,0 % | 1.126.243 $ | ||||||||
| Tortoise Investment Management, LLC | 5.275.386 $ | |||||||||||
| ADAPT WEALTH ADVISORS, LLC | 4.830.330 $ | -365.256 $ | -7,0 % | 5.195.586 $ | +2.797.028 $ | +116,6 % | 2.398.558 $ | -1.570.764 $ | -39,6 % | 3.969.322 $ | +3.753.627 $ | +1.740,2 % |
| Atlas Private Wealth Advisors | 2.017.483 $ | -541.316 $ | -21,2 % | 2.558.799 $ | -537.913 $ | -17,4 % | 3.096.712 $ | -1.990.312 $ | -39,1 % | 5.087.024 $ | -1.281.708 $ | -20,1 % |
| Americana Partners, LLC | 4.840.019 $ | -223.721 $ | -4,4 % | 5.063.740 $ | +1.257.749 $ | +33,0 % | ||||||
| RMR Capital Management, LLC | 4.414.905 $ | +394.826 $ | +9,8 % | 4.020.079 $ | -293.758 $ | -6,8 % | 4.313.837 $ | -358.595 $ | -7,7 % | 4.672.432 $ | +993.341 $ | +27,0 % |
| FIFTH THIRD BANCORP | 4.646.130 $ | +276.584 $ | +6,3 % | 4.369.546 $ | +3.946.585 $ | +933,1 % | 422.961 $ | |||||
| Cyndeo Wealth Partners, LLC | 4.609.402 $ | +1.487.928 $ | +47,7 % | 3.121.474 $ | ||||||||
| Chemistry Wealth Management LLC | 4.376.512 $ | +182.366 $ | +4,3 % | 4.194.146 $ | ||||||||
| Relyea Zuckerberg Hanson LLC | 4.366.469 $ | +324.321 $ | +8,0 % | 4.042.148 $ | +823.006 $ | +25,6 % | 3.219.142 $ | |||||
| Cornerstone Wealth Management, LLC | 4.288.039 $ | +1.618.920 $ | +60,7 % | 2.669.119 $ | +1.966.509 $ | +279,9 % | 702.610 $ | +141.000 $ | +25,1 % | 561.610 $ | -298.287 $ | -34,7 % |
| JOURNEY STRATEGIC WEALTH LLC | 4.270.818 $ | +45.988 $ | +1,1 % | 4.224.830 $ | +135.701 $ | +3,3 % | 4.089.129 $ | +484.149 $ | +13,4 % | |||
| D L CARLSON INVESTMENT GROUP INC | 3.646.673 $ | +61.818 $ | +1,7 % | 3.584.855 $ | -624.706 $ | -14,8 % | 4.209.561 $ | +440.078 $ | +11,7 % | 3.769.483 $ | +400.159 $ | +11,9 % |
| EP Wealth Advisors, LLC | 4.204.050 $ | +876.586 $ | +26,3 % | 3.327.464 $ | -229.721 $ | -6,5 % | 3.557.185 $ | |||||
| Vise Technologies, Inc. | 4.077.809 $ | |||||||||||
| USAdvisors Wealth Management, LLC | 4.046.000 $ | +1.196.000 $ | +42,0 % | 2.850.000 $ | -77.000 $ | -2,6 % | 2.927.000 $ | -8.000 $ | -0,3 % | 2.935.000 $ | +341.000 $ | +13,1 % |
| COMERICA BANK | 4.028.225 $ | +1.299.123 $ | +47,6 % | 2.729.102 $ | +65.642 $ | +2,5 % | ||||||
| Fluent Financial, LLC | 3.990.409 $ | +192.009 $ | +5,1 % | 3.798.400 $ | +1.780.491 $ | +88,2 % | 2.017.909 $ | +607.966 $ | +43,1 % | 1.409.943 $ | -303.965 $ | -17,7 % |
| CARY STREET PARTNERS FINANCIAL LLC | 3.837.817 $ | +2.319.950 $ | +152,8 % | 1.517.867 $ | +515.732 $ | +51,5 % | 1.002.135 $ | |||||
| Stonebridge Financial Group, LLC / MO | 3.632.972 $ | +68.876 $ | +1,9 % | 3.564.096 $ | -225.525 $ | -6,0 % | 3.789.621 $ | |||||
| PNC FINANCIAL SERVICES GROUP, INC. | 1.383.880 $ | +3.459 $ | +0,3 % | 1.380.421 $ | -1.248.357 $ | -47,5 % | 2.628.778 $ | -1.138.855 $ | -30,2 % | 3.767.633 $ | -532.953 $ | -12,4 % |
| Elequin Capital, LP | 3.734.885 $ | +2.109.095 $ | +129,7 % | 1.625.790 $ | -612.721 $ | -27,4 % | 2.238.511 $ | |||||
| Pathstone Holdings, LLC | 3.079.498 $ | -609.918 $ | -16,5 % | 3.689.416 $ | +1.298.356 $ | +54,3 % | 2.391.060 $ | -135.877 $ | -5,4 % | 2.526.937 $ | +78.265 $ | +3,2 % |
| Cooper Financial Group | 3.637.428 $ | +364.033 $ | +11,1 % | 3.273.395 $ | ||||||||
| Heck Capital Advisors, LLC | 3.497.158 $ | +82.898 $ | +2,4 % | 3.414.260 $ | +6.212 $ | +0,2 % | 3.408.048 $ | +1.306.393 $ | +62,2 % | 2.101.655 $ | ||
| Moran Wealth Management, LLC | 3.451.981 $ | -5.980.506 $ | -63,4 % | |||||||||
| Signature Equity Partners, LLC | 3.399.121 $ | +3.392.185 $ | +48.906,9 % | 6.936 $ | -17 $ | -0,2 % | 6.953 $ | |||||
| Planned Solutions, Inc. | 3.305.192 $ | +654.878 $ | +24,7 % | 2.650.314 $ | +9.395 $ | +0,4 % | 2.640.919 $ | |||||
| Summit Financial, LLC | 1.085.772 $ | -146.789 $ | -11,9 % | 1.232.561 $ | -755.707 $ | -38,0 % | 1.988.268 $ | -1.309.069 $ | -39,7 % | 3.297.337 $ | ||
| MAI Capital Management | 3.263.119 $ | +33.688 $ | +1,0 % | 3.229.431 $ | +1.918.425 $ | +146,3 % | 1.311.006 $ | |||||
| EverSource Wealth Advisors, LLC | 3.117.211 $ | +451.938 $ | +17,0 % | 2.665.273 $ | +315.972 $ | +13,4 % | 2.349.301 $ | +724.785 $ | +44,6 % | 1.624.516 $ | +320.789 $ | +24,6 % |
| GFG Capital, LLC | 3.040.943 $ | +232.092 $ | +8,3 % | 2.808.851 $ | -299.690 $ | -9,6 % | 3.108.541 $ | +15.906 $ | +0,5 % | 3.092.635 $ | +202.491 $ | +7,0 % |
| Platform Technology Partners | 3.069.996 $ | +82.873 $ | +2,8 % | 2.987.123 $ | -7.283 $ | -0,2 % | 2.994.406 $ | +219.840 $ | +7,9 % | 2.774.566 $ | +49.820 $ | +1,8 % |
| Western Wealth Management, LLC | 2.912.400 $ | +118.897 $ | +4,3 % | 2.793.503 $ | +1.631.518 $ | +140,4 % | 1.161.985 $ | +223.264 $ | +23,8 % | 938.721 $ | ||
| Ameritas Advisory Services, LLC | 2.895.650 $ | +2.578.821 $ | +813,9 % | 316.829 $ | -3.368 $ | -1,1 % | 320.197 $ | -6.398 $ | -2,0 % | 326.595 $ | ||
| BETO FINANCIAL GROUP, LLC | 1.719.881 $ | -237.307 $ | -12,1 % | 1.957.188 $ | -926.298 $ | -32,1 % | 2.883.486 $ | |||||
| OLD MISSION CAPITAL LLC | 1.152.385 $ | -823.712 $ | -41,7 % | 1.976.097 $ | -864.765 $ | -30,4 % | 2.840.862 $ | +1.645.786 $ | +137,7 % | 1.195.076 $ | +211.552 $ | +21,5 % |
| COZAD ASSET MANAGEMENT INC | 2.769.514 $ | +2.069.374 $ | +295,6 % | 700.140 $ | -146.002 $ | -17,3 % | 846.142 $ | -2.786 $ | -0,3 % | 848.928 $ | -28.378 $ | -3,2 % |
| TME FINANCIAL, INC. | 2.730.133 $ | +151.233 $ | +5,9 % | 2.578.900 $ | -41.076 $ | -1,6 % | 2.619.976 $ | +24.216 $ | +0,9 % | 2.595.760 $ | -180.140 $ | -6,5 % |
| New Republic Capital, LLC | 2.705.824 $ | +70.119 $ | +2,7 % | 2.635.705 $ | +4.325 $ | +0,2 % | 2.631.380 $ | -53.162 $ | -2,0 % | 2.684.542 $ | +56.191 $ | +2,1 % |
| GTS SECURITIES LLC | 697.241 $ | -1.945.930 $ | -73,6 % | 2.643.171 $ | ||||||||
| SFG Wealth Management, LLC. | 2.568.399 $ | |||||||||||
| TD PRIVATE CLIENT WEALTH LLC | 2.508.709 $ | |||||||||||
| PERSPECTIVE WEALTH ADVISORS LLC | 2.476.276 $ | |||||||||||
| Equitable Holdings, Inc. | 2.422.260 $ | +758.779 $ | +45,6 % | 1.663.481 $ | +145.272 $ | +9,6 % | 1.518.209 $ | +608.542 $ | +66,9 % | 909.667 $ | +19.802 $ | +2,2 % |
| Leverty Financial Group, LLC | 1.929.030 $ | +507.906 $ | +35,7 % | 1.421.124 $ | -924.481 $ | -39,4 % | 2.345.605 $ | +2.127.451 $ | +975,2 % | 218.154 $ | -7.861.185 $ | -97,3 % |
| VALLEY WEALTH MANAGERS, INC. | 2.107.814 $ | -88.304 $ | -4,0 % | 2.196.118 $ | +115.677 $ | +5,6 % | 2.080.441 $ | +616.331 $ | +42,1 % | 1.464.110 $ | +66.742 $ | +4,8 % |
| Whipplewood Advisors, LLC | 2.178.201 $ | +194.269 $ | +9,8 % | 1.983.932 $ | -62.414 $ | -3,1 % | 2.046.346 $ | +5.057 $ | +0,2 % | 2.041.289 $ | ||
| BANK OF MONTREAL /CAN/ | 1.284.721 $ | +78.482 $ | +6,5 % | 1.206.239 $ | -946.451 $ | -44,0 % | 2.152.690 $ | -3.145 $ | -0,1 % | 2.155.835 $ | +61.471 $ | +2,9 % |
| Cornerstone Planning Group LLC | 2.133.847 $ | +46.872 $ | +2,2 % | 2.086.975 $ | +36.266 $ | +1,8 % | 2.050.709 $ | +211.961 $ | +11,5 % | 1.838.748 $ | -19.079 $ | -1,0 % |
| Nuveen, LLC | 2.010.094 $ | |||||||||||
| Capital Investment Counsel, Inc | 2.000.639 $ | +108.385 $ | +5,7 % | 1.892.254 $ | -9.041 $ | -0,5 % | 1.901.295 $ | +403.745 $ | +27,0 % | 1.497.550 $ | +300.257 $ | +25,1 % |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.990.350 $ | +383.161 $ | +23,8 % | 1.607.189 $ | +82.653 $ | +5,4 % | 1.524.536 $ | |||||
| GUGGENHEIM CAPITAL LLC | 1.952.366 $ | |||||||||||
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.951.037 $ | +521.085 $ | +36,4 % | 1.429.952 $ | +54.663 $ | +4,0 % | 1.375.289 $ | +42.414 $ | +3,2 % | 1.332.875 $ | +151.083 $ | +12,8 % |
| KENNEDY INVESTMENT GROUP, INC. | 1.944.184 $ | +115.123 $ | +6,3 % | 1.829.061 $ | +192.603 $ | +11,8 % | 1.636.458 $ | +1.227.467 $ | +300,1 % | 408.991 $ | +57.023 $ | +16,2 % |
| Capital Investment Advisory Services, LLC | 1.773.109 $ | -24.822 $ | -1,4 % | 1.797.931 $ | -87.680 $ | -4,6 % | 1.885.611 $ | -41.530 $ | -2,2 % | 1.927.141 $ | -222.526 $ | -10,4 % |
| Rubicon Advisors, GP | 1.574.291 $ | -346.003 $ | -18,0 % | 1.920.294 $ | +1.588.988 $ | +479,6 % | 331.306 $ | |||||
| Koshinski Asset Management, Inc. | 1.907.024 $ | +1.385.568 $ | +265,7 % | 521.456 $ | +247.111 $ | +90,1 % | 274.345 $ | +0 $ | +0,0 % | 274.345 $ | ||
| CIBC Bancorp USA Inc. | 1.874.907 $ | +194.359 $ | +11,6 % | 1.680.548 $ | ||||||||
| GENESIS PRIVATE WEALTH, LLC | 1.866.042 $ | +539.572 $ | +40,7 % | 1.326.470 $ | +267.853 $ | +25,3 % | 1.058.617 $ | |||||
| PRIVATE TRUST CO NA | 1.864.335 $ | +253.130 $ | +15,7 % | 1.611.205 $ | -113.411 $ | -6,6 % | 1.724.616 $ | +142.891 $ | +9,0 % | 1.581.725 $ | +110.085 $ | +7,5 % |
| Legacy Capital Wealth Partners, LLC | 1.646.290 $ | -202.596 $ | -11,0 % | 1.848.886 $ | +146.032 $ | +8,6 % | 1.702.854 $ | +628.558 $ | +58,5 % | 1.074.296 $ | ||
| Fjell Capital, LLC | 1.834.667 $ | -3.851 $ | -0,2 % | 1.838.518 $ | +58.387 $ | +3,3 % | 1.780.131 $ | +18.684 $ | +1,1 % | 1.761.447 $ | -41.568 $ | -2,3 % |
| D. E. Shaw & Co., Inc. | 1.775.811 $ | +1.534.048 $ | +634,5 % | 241.763 $ | +9.242 $ | +4,0 % | 232.521 $ | +7.171 $ | +3,2 % | 225.350 $ | ||
| Laraway Financial Advisors Inc | 1.763.561 $ | +670.644 $ | +61,4 % | 1.092.917 $ | +166.728 $ | +18,0 % | 926.189 $ | +257.364 $ | +38,5 % | 668.825 $ | +56.426 $ | +9,2 % |
| DAVENPORT & Co LLC | 1.748.679 $ | +922.322 $ | +111,6 % | 826.357 $ | +160.359 $ | +24,1 % | 665.998 $ | -160.770 $ | -19,4 % | 826.768 $ | +141.039 $ | +20,6 % |
| CIBC Private Wealth Group LLC | 1.740.100 $ | +39.428 $ | +2,3 % | 1.700.672 $ | +168.105 $ | +11,0 % | ||||||
| RFG - Bristol Wealth Advisors, LLC | 1.734.617 $ | +209.309 $ | +13,7 % | 1.525.308 $ | -94.943 $ | -5,9 % | 1.620.251 $ | +1.071.956 $ | +195,5 % | 548.295 $ | ||
| Wealthcare Advisory Partners LLC | 1.211.728 $ | -59.724 $ | -4,7 % | 1.271.452 $ | -219.142 $ | -14,7 % | 1.490.594 $ | -181.991 $ | -10,9 % | 1.672.585 $ | -566.200 $ | -25,3 % |
| MAGNOLIA CAPITAL ADVISORS LLC | 1.218.156 $ | -169.459 $ | -12,2 % | 1.387.615 $ | -265.758 $ | -16,1 % | 1.653.373 $ | +693.849 $ | +72,3 % | 959.524 $ | +699.426 $ | +268,9 % |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.588.475 $ | -6.326 $ | -0,4 % | 1.594.801 $ | ||||||||
| Cornerstone Wealth Group, LLC | 1.554.021 $ | -868 $ | -0,1 % | 1.554.889 $ | +98.101 $ | +6,7 % | 1.456.788 $ | -119.058 $ | -7,6 % | 1.575.846 $ | +63.358 $ | +4,2 % |
| Horizon Wealth Management, LLC | 1.573.148 $ | +146.802 $ | +10,3 % | 1.426.346 $ | +464.926 $ | +48,4 % | 961.420 $ | +203.320 $ | +26,8 % | 758.100 $ | ||
| Trademark Financial Management, LLC | 1.568.443 $ | +625.491 $ | +66,3 % | 942.952 $ | +463.815 $ | +96,8 % | 479.137 $ | |||||
| ALTERNA WEALTH MANAGEMENT, INC | 906.518 $ | -446.737 $ | -33,0 % | 1.353.255 $ | -159.093 $ | -10,5 % | 1.512.348 $ | -52.325 $ | -3,3 % | 1.564.673 $ | -516.863 $ | -24,8 % |
| WPG Advisers, LLC | 880.098 $ | -6.700 $ | -0,8 % | 886.798 $ | -335.677 $ | -27,5 % | 1.222.475 $ | -322.976 $ | -20,9 % | 1.545.451 $ | +93.170 $ | +6,4 % |
| Tortuga Wealth Management, Inc | 1.539.150 $ | +527.974 $ | +52,2 % | 1.011.176 $ | +158.266 $ | +18,6 % | 852.910 $ | |||||
| Juno Financial Group LLC | 1.529.324 $ | +31.272 $ | +2,1 % | 1.498.052 $ | +210.205 $ | +16,3 % | 1.287.847 $ | |||||
| JSF Financial, LLC | 1.275.280 $ | -35.979 $ | -2,7 % | 1.311.259 $ | -202.640 $ | -13,4 % | 1.513.899 $ | |||||
| CAPTRUST FINANCIAL ADVISORS | 1.493.251 $ | +482.883 $ | +47,8 % | 1.010.368 $ | -9.236 $ | -0,9 % | 1.019.604 $ | +337.287 $ | +49,4 % | 682.317 $ | +11.523 $ | +1,7 % |
| URS Advisory LLC | 1.410.770 $ | +261.298 $ | +22,7 % | 1.149.472 $ | +192.736 $ | +20,1 % | 956.736 $ | |||||
| Lowe Wealth Advisors, LLC | 1.377.043 $ | -21.730 $ | -1,6 % | |||||||||
| Farther Finance Advisors, LLC | 1.347.118 $ | +24.048 $ | +1,8 % | 1.323.070 $ | +8.807 $ | +0,7 % | 1.314.263 $ | +1.300.869 $ | +9.712,3 % | 13.394 $ | ||
| KMG FIDUCIARY PARTNERS, LLC | 1.298.998 $ | +157.239 $ | +13,8 % | |||||||||
| TIAA TRUST, NATIONAL ASSOCIATION | 1.297.504 $ | |||||||||||
| Gotham Asset Management, LLC | 1.272.218 $ | |||||||||||
| N.E.W. Advisory Services LLC | 552.253 $ | -179.051 $ | -24,5 % | 731.304 $ | -495.056 $ | -40,4 % | 1.226.360 $ | +1.014.628 $ | +479,2 % | 211.732 $ | -18.034 $ | -7,8 % |
| GREENWOOD CAPITAL ASSOCIATES LLC | 1.225.392 $ | |||||||||||
| HARBOUR INVESTMENTS, INC. | 823.397 $ | +424.804 $ | +106,6 % | 398.593 $ | -813.016 $ | -67,1 % | 1.211.609 $ | +62.168 $ | +5,4 % | 1.149.441 $ | +269.682 $ | +30,7 % |
| Alteri Wealth LLC | 732.244 $ | +241.181 $ | +49,1 % | 491.063 $ | -135.333 $ | -21,6 % | 626.396 $ | -584.838 $ | -48,3 % | 1.211.234 $ | +204.417 $ | +20,3 % |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1.194.369 $ | +148.225 $ | +14,2 % | 1.046.144 $ | +254.287 $ | +32,1 % | 791.857 $ | |||||
| Farmers & Merchants Trust Co of Long Beach | 746.562 $ | -161.453 $ | -17,8 % | 908.015 $ | -1.082 $ | -0,1 % | 909.097 $ | -278.663 $ | -23,5 % | 1.187.760 $ | +101.047 $ | +9,3 % |
| Mirae Asset Global Investments Co., Ltd. | 859.795 $ | -320.560 $ | -27,2 % | 1.180.355 $ | ||||||||
| Fairvoy Private Wealth, LLC | 1.153.573 $ | +297.023 $ | +34,7 % | 856.550 $ | ||||||||
| Brooklyn Investment Group | 1.145.422 $ | +769.901 $ | +205,0 % | 375.521 $ | ||||||||
| ENCOMPASS WEALTH ADVISORS, LLC | 1.138.433 $ | +4.909 $ | +0,4 % | 1.133.524 $ | +996 $ | +0,1 % | 1.132.528 $ | +26.603 $ | +2,4 % | 1.105.925 $ | +7.305 $ | +0,7 % |
| CDKV HOLDINGS LLC | 1.091.625 $ | -4.916 $ | -0,4 % | 1.096.541 $ | -7.108 $ | -0,6 % | 1.103.649 $ | |||||
| VICTORY FINANCIAL GROUP, LLC | 1.100.873 $ | +146.934 $ | +15,4 % | 953.939 $ | -86.952 $ | -8,4 % | 1.040.891 $ | +268.441 $ | +34,8 % | 772.450 $ | +121.885 $ | +18,7 % |
| Modern Wealth Management, LLC | 1.027.327 $ | -65.074 $ | -6,0 % | 1.092.401 $ | ||||||||
| Trilogy Capital Inc. | 921.580 $ | -6.608 $ | -0,7 % | 928.188 $ | -27.611 $ | -2,9 % | 955.799 $ | -118.390 $ | -11,0 % | 1.074.189 $ | +1.400 $ | +0,1 % |
| KEYBANK NATIONAL ASSOCIATION/OH | 1.073.408 $ | +99.824 $ | +10,3 % | 973.584 $ | +501.490 $ | +106,2 % | 472.094 $ | |||||
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 1.041.992 $ | +96.743 $ | +10,2 % | 945.249 $ | +142.943 $ | +17,8 % | 802.306 $ | |||||
| RFG Advisory, LLC | 856.984 $ | -135.466 $ | -13,6 % | 992.450 $ | -25.574 $ | -2,5 % | 1.018.024 $ | +263.434 $ | +34,9 % | 754.590 $ | -217.549 $ | -22,4 % |
| FF Advisors,LLC | 989.593 $ | +2.360 $ | +0,2 % | 987.233 $ | ||||||||
| Capital Analysts, LLC | 722.000 $ | -255.000 $ | -26,1 % | 977.000 $ | +126.000 $ | +14,8 % | 851.000 $ | |||||
| Tanglewood Legacy Advisors, LLC | 975.026 $ | +60.054 $ | +6,6 % | 914.972 $ | +1.502 $ | +0,2 % | 913.470 $ | +1.501 $ | +0,2 % | 911.969 $ | +19.089 $ | +2,1 % |
| Lido Advisors, LLC | 952.734 $ | +560.945 $ | +143,2 % | 391.789 $ | -333.203 $ | -46,0 % | 724.992 $ | +0 $ | +0,0 % | 724.992 $ | -191.430 $ | -20,9 % |
| ORBA Wealth Advisors, L.L.C. | 537.690 $ | -29.364 $ | -5,2 % | 567.054 $ | +87.535 $ | +18,3 % | 479.519 $ | -444.525 $ | -48,1 % | 924.044 $ | +276.989 $ | +42,8 % |
| WESPAC Advisors, LLC | 914.345 $ | |||||||||||
| Fourth Dimension Wealth, LLC | 901.052 $ | +65.846 $ | +7,9 % | 835.206 $ | +10.082 $ | +1,2 % | 825.124 $ | +105.019 $ | +14,6 % | 720.105 $ | -10.087 $ | -1,4 % |
| MMA ASSET MANAGEMENT LLC | 367.771 $ | -9.917 $ | -2,6 % | 377.688 $ | +75.486 $ | +25,0 % | 302.202 $ | -535.512 $ | -63,9 % | 837.714 $ | +361.622 $ | +76,0 % |
| Sound View Wealth Advisors Group, LLC | 836.286 $ | |||||||||||
| World Investment Advisors | 611.715 $ | -201.255 $ | -24,8 % | 812.970 $ | +609.940 $ | +300,4 % | 203.030 $ | |||||
| Envestnet Portfolio Solutions, Inc. | 230.236 $ | -1.874 $ | -0,8 % | 232.110 $ | -270.659 $ | -53,8 % | 502.769 $ | -309.450 $ | -38,1 % | 812.219 $ | +42.288 $ | +5,5 % |
| PUREfi Wealth, LLC | 803.663 $ | +281.153 $ | +53,8 % | 522.510 $ | ||||||||
| WADDELL & ASSOCIATES, LLC | 791.810 $ | +294.089 $ | +59,1 % | 497.721 $ | ||||||||
| RASP WEALTH SOLUTIONS, LLC | 787.158 $ | |||||||||||
| Davis Wealth Advisors, LLC | 745.938 $ | -9.976 $ | -1,3 % | 755.914 $ | -74 $ | -0,0 % | 755.988 $ | -2.921 $ | -0,4 % | 758.909 $ | ||
| RHODES INVESTMENT ADVISORS INC /ADV | 646.916 $ | -49.467 $ | -7,1 % | 696.383 $ | -43.342 $ | -5,9 % | 739.725 $ | |||||
| Geneos Wealth Management Inc. | 735.778 $ | +168.554 $ | +29,7 % | 567.224 $ | +112.946 $ | +24,9 % | 454.278 $ | +9.201 $ | +2,1 % | 445.077 $ | +40.716 $ | +10,1 % |
| PW ADVISORS, LLC \ FL | 590.110 $ | -145.275 $ | -19,8 % | 735.385 $ | ||||||||
| Tower Research Capital LLC (TRC) | 728.045 $ | +294.453 $ | +67,9 % | 433.592 $ | +206.725 $ | +91,1 % | 226.867 $ | |||||
| Boyer Financial Services, Inc. | 716.715 $ | +44.557 $ | +6,6 % | 672.158 $ | +140.446 $ | +26,4 % | 531.712 $ | |||||
| MERCER GLOBAL ADVISORS INC /ADV | 710.366 $ | +498.835 $ | +235,8 % | 211.531 $ | +2.013 $ | +1,0 % | 209.518 $ | |||||
| TritonPoint Partners, LLC | 702.084 $ | |||||||||||
| Procyon Advisors, LLC | 675.902 $ | +206.303 $ | +43,9 % | 469.599 $ | ||||||||
| Janney Montgomery Scott LLC | 660.000 $ | +344.000 $ | +108,9 % | 316.000 $ | +18.000 $ | +6,0 % | 298.000 $ | -11.000 $ | -3,6 % | 309.000 $ | +23.000 $ | +8,0 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 523.939 $ | -64.246 $ | -10,9 % | 588.185 $ | +202.770 $ | +52,6 % | 385.415 $ | -270.573 $ | -41,2 % | 655.988 $ | -500.478 $ | -43,3 % |
| Keel Point, LLC | 629.576 $ | +38.778 $ | +6,6 % | 590.798 $ | ||||||||
| BRIGHTON JONES LLC | 617.521 $ | |||||||||||
| HUNTINGTON NATIONAL BANK | 612.936 $ | |||||||||||
| Scarborough Advisors, LLC | 607.820 $ | +272.565 $ | +81,3 % | 335.255 $ | -66.800 $ | -16,6 % | 402.055 $ | +270.414 $ | +205,4 % | 131.641 $ | +56.451 $ | +75,1 % |
| West Family Investments, Inc. | 607.222 $ | +23.713 $ | +4,1 % | 583.509 $ | ||||||||
| Merit Financial Group, LLC | 279.849 $ | +1.378 $ | +0,5 % | 278.471 $ | -280.695 $ | -50,2 % | 559.166 $ | -44.129 $ | -7,3 % | 603.295 $ | +328.790 $ | +119,8 % |
| Certified Advisory Corp | 594.259 $ | |||||||||||
| ARQ WEALTH ADVISORS, LLC | 589.815 $ | +162.560 $ | +38,0 % | 427.255 $ | ||||||||
| PANORAMIC INVESTMENT ADVISORS, LLC | 569.869 $ | +3.361 $ | +0,6 % | 566.508 $ | +52.565 $ | +10,2 % | 513.943 $ | |||||
| OPPENHEIMER & CO INC | 568.973 $ | +263.852 $ | +86,5 % | 305.121 $ | -2.757 $ | -0,9 % | 307.878 $ | |||||
| RITHOLTZ WEALTH MANAGEMENT | 563.521 $ | -530 $ | -0,1 % | 564.051 $ | -3.546 $ | -0,6 % | 567.597 $ | |||||
| WNY Asset Management, LLC | 456.563 $ | -101.014 $ | -18,1 % | 557.577 $ | ||||||||
| Ellsworth Advisors, LLC | 304.790 $ | -50.054 $ | -14,1 % | 354.844 $ | -75.011 $ | -17,5 % | 429.855 $ | -117.117 $ | -21,4 % | 546.972 $ | -840.182 $ | -60,6 % |
| MATHER GROUP, LLC. | 544.248 $ | +7.436 $ | +1,4 % | 536.812 $ | +22.276 $ | +4,3 % | 514.536 $ | -652 $ | -0,1 % | 515.188 $ | +7.087 $ | +1,4 % |
| BROWN BROTHERS HARRIMAN & CO | 542.767 $ | +499.886 $ | +1.165,8 % | 42.881 $ | ||||||||
| Encompass More Asset Management | 540.475 $ | +255.036 $ | +89,3 % | 285.439 $ | ||||||||
| JONES FINANCIAL COMPANIES LLLP | 526.350 $ | +296.043 $ | +128,5 % | 230.307 $ | +1.608 $ | +0,7 % | 228.699 $ | |||||
| Prossimo Advisors, LLC | 524.611 $ | +72.234 $ | +16,0 % | 452.377 $ | ||||||||
| Retirement Planning Group, LLC | 512.720 $ | |||||||||||
| Arax Advisory Partners | 511.056 $ | +99.831 $ | +24,3 % | 411.225 $ | -2.090 $ | -0,5 % | 413.315 $ | |||||
| AlphaStar Capital Management, LLC | 504.400 $ | |||||||||||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 321.975 $ | -85.308 $ | -20,9 % | 407.283 $ | -53.620 $ | -11,6 % | 460.903 $ | -35.408 $ | -7,1 % | 496.311 $ | +23.653 $ | +5,0 % |
| BAILARD, INC. | 486.082 $ | -8.294 $ | -1,7 % | 494.376 $ | ||||||||
| Centerpoint Advisory Group | 232.864 $ | -219.867 $ | -48,6 % | 452.731 $ | -30.563 $ | -6,3 % | 483.294 $ | +277.352 $ | +134,7 % | 205.942 $ | ||
| AQR CAPITAL MANAGEMENT LLC | 463.737 $ | -5.779 $ | -1,2 % | 469.516 $ | ||||||||
| Integras Partners LLC | 466.923 $ | |||||||||||
| CAP Partners, LLC | 461.597 $ | |||||||||||
| Claro Advisors Inc. | 292.305 $ | -86.442 $ | -22,8 % | 378.747 $ | -70.691 $ | -15,7 % | 449.438 $ | +175.056 $ | +63,8 % | 274.382 $ | +31.022 $ | +12,7 % |
| Legacy Bridge, LLC | 443.554 $ | +27.320 $ | +6,6 % | 416.234 $ | ||||||||
| Per Stirling Capital Management, LLC. | 434.891 $ | |||||||||||
| Redwood Financial Network Corp | 427.123 $ | +1.715 $ | +0,4 % | 425.408 $ | -4.465 $ | -1,0 % | 429.873 $ | -4.280 $ | -1,0 % | 434.153 $ | +5.511 $ | +1,3 % |
| Unique Wealth Strategies, LLC | 424.025 $ | -8.774 $ | -2,0 % | 432.799 $ | +163.035 $ | +60,4 % | 269.764 $ | |||||
| Guerra Advisors Inc | 419.173 $ | -168.310 $ | -28,6 % | |||||||||
| PFG Advisors | 414.440 $ | |||||||||||
| Diversify Advisory Services, LLC | 298.743 $ | -105.013 $ | -26,0 % | 403.756 $ | ||||||||
| BTG Pactual Asset Management US LLC | 403.279 $ | |||||||||||
| US BANCORP \DE\ | 402.850 $ | +64.653 $ | +19,1 % | 338.197 $ | +337.981 $ | +156.472,7 % | 216 $ | -1 $ | -0,5 % | 217 $ | +1 $ | +0,5 % |
| CHOREO, LLC | 370.439 $ | +7.419 $ | +2,0 % | 363.020 $ | ||||||||
| Tempo Wealth, LLC | 364.708 $ | |||||||||||
| Annis Gardner Whiting Capital Advisors, LLC | 21.672 $ | +36 $ | +0,2 % | 21.636 $ | -338.084 $ | -94,0 % | 359.720 $ | +7.530 $ | +2,1 % | |||
| First Heartland Consultants, Inc. | 359.333 $ | +42.513 $ | +13,4 % | 316.820 $ | -3.427 $ | -1,1 % | 320.247 $ | +32.580 $ | +11,3 % | 287.667 $ | ||
| AE Wealth Management LLC | 321.222 $ | -33.985 $ | -9,6 % | 355.207 $ | ||||||||
| Walleye Partners, LLC | 350.658 $ | |||||||||||
| Snowden Capital Advisors LLC | 339.787 $ | |||||||||||
| TFB Advisors LLC | 337.468 $ | +129.761 $ | +62,5 % | 207.707 $ | ||||||||
| Spire Wealth Management | 334.219 $ | +6.005 $ | +1,8 % | 328.214 $ | ||||||||
| NewEdge Wealth, LLC | 327.900 $ | +52.754 $ | +19,2 % | 275.146 $ | ||||||||
| Brookwood Investment Group LLC | 321.505 $ | |||||||||||
| Main Street Group, LTD | 319.050 $ | |||||||||||
| Capital Advantage, Inc. | 269.391 $ | +2.054 $ | +0,8 % | 267.337 $ | -50.695 $ | -15,9 % | 318.032 $ | |||||
| J. Mark Nickell & Co. | 305.572 $ | |||||||||||
| M.E. ALLISON & CO., INC. | 298.720 $ | +1.200 $ | +0,4 % | 297.520 $ | -3.120 $ | -1,0 % | 300.640 $ | -2.996 $ | -1,0 % | 303.636 $ | ||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 298.743 $ | -2.283 $ | -0,8 % | 301.026 $ | ||||||||
| Good Steward Wealth Advisors,LLC | 297.885 $ | -9.533.293 $ | -97,0 % | |||||||||
| OneDigital Investment Advisors LLC | 289.671 $ | -3.345 $ | -1,1 % | 293.016 $ | -4.577 $ | -1,5 % | 297.593 $ | -136 $ | -0,0 % | |||
| Rockport Wealth LLC | 242.188 $ | +385 $ | +0,2 % | 241.803 $ | -53.380 $ | -18,1 % | 295.183 $ | +28.556 $ | +10,7 % | 266.627 $ | -1.121 $ | -0,4 % |
| CARDIFF PARK ADVISORS, LLC | 293.356 $ | +4.260 $ | +1,5 % | 289.096 $ | +1.646 $ | +0,6 % | 287.450 $ | |||||
| RETIREMENT PLANNING GROUP, LLC / NY | 225.243 $ | -62.137 $ | -21,6 % | 287.380 $ | +1.712 $ | +0,6 % | 285.668 $ | +5.620 $ | +2,0 % | |||
| Paragon Capital Management Ltd | 284.591 $ | +2.203 $ | +0,8 % | 282.388 $ | +2.629 $ | +0,9 % | 279.759 $ | |||||
| Sage Advisory Services, Ltd.Co. | 278.000 $ | +1.000 $ | +0,4 % | 277.000 $ | +5.000 $ | +1,8 % | 272.000 $ | -9.000 $ | -3,2 % | 281.000 $ | ||
| Mascagni Wealth Management, Inc. | 278.614 $ | +74.413 $ | +36,4 % | 204.201 $ | ||||||||
| ROTHSCHILD INVESTMENT LLC | 274.353 $ | -736 $ | -0,3 % | 275.089 $ | +23.951 $ | +9,5 % | 251.138 $ | +49.705 $ | +24,7 % | 201.433 $ | -24.004 $ | -10,6 % |
| NOTTINGHAM ADVISORS, INC. | 274.015 $ | |||||||||||
| Next Capital Management LLC | 273.351 $ | +16.836 $ | +6,6 % | 256.515 $ | +421 $ | +0,2 % | 256.094 $ | +421 $ | +0,2 % | 255.673 $ | ||
| Vertex Planning Partners, LLC | 271.671 $ | |||||||||||
| Enclave Advisors LLC | 265.935 $ | |||||||||||
| Alliance Wealth Advisors, LLC | 247.156 $ | -7.162 $ | -2,8 % | 254.318 $ | -5.345 $ | -2,1 % | 259.663 $ | -1.339 $ | -0,5 % | 261.002 $ | +14.924 $ | +6,1 % |
| Baird Financial Group, Inc. | 260.099 $ | |||||||||||
| Sun Financial Inc | 257.580 $ | +3.570 $ | +1,4 % | 254.010 $ | ||||||||
| StoneX Group Inc. | 245.329 $ | -7.382 $ | -2,9 % | 252.711 $ | +34.711 $ | +15,9 % | 218.000 $ | +347 $ | +0,2 % | |||
| Rialto Wealth Management, LLC | 250.013 $ | +1.785 $ | +0,7 % | 248.228 $ | -547 $ | -0,2 % | 248.775 $ | |||||
| Detalus Advisors, LLC | 247.282 $ | +392 $ | +0,2 % | 246.890 $ | -294 $ | -0,1 % | 247.184 $ | -1.275 $ | -0,5 % | 248.459 $ | +2.255 $ | +0,9 % |
| Hapanowicz & Associates Financial Services, Inc | 247.837 $ | +393 $ | +0,2 % | 247.444 $ | ||||||||
| Colonial Trust Advisors | 245.377 $ | +244 $ | +0,1 % | 245.133 $ | -1.284 $ | -0,5 % | 246.417 $ | +106.438 $ | +76,0 % | 139.979 $ | +295 $ | +0,2 % |
| Opal Wealth Advisors, LLC | 243.733 $ | +3.428 $ | +1,4 % | 240.305 $ | ||||||||
| Accelerate Investment Advisors LLC | 241.834 $ | -1.728 $ | -0,7 % | |||||||||
| Weaver Consulting Group | 239.482 $ | |||||||||||
| Henderson Brothers Financial Partners, LLC | 237.700 $ | |||||||||||
| Visionary Wealth Advisors | 237.437 $ | |||||||||||
| Beacon Financial Advisory LLC | 233.019 $ | -768 $ | -0,3 % | 233.787 $ | +2.568 $ | +1,1 % | ||||||
| INSIGNEO ADVISORY SERVICES, LLC | 230.755 $ | +1.260 $ | +0,5 % | 229.495 $ | -2.649 $ | -1,1 % | 232.144 $ | -1.292 $ | -0,6 % | 233.436 $ | +1.144 $ | +0,5 % |
| CENTAURUS FINANCIAL, INC. | 231.000 $ | |||||||||||
| SkyOak Wealth, LLC | 228.576 $ | +1.248 $ | +0,5 % | 227.328 $ | -2.624 $ | -1,1 % | 229.952 $ | |||||
| Gateway Wealth Partners, LLC | 228.776 $ | |||||||||||
| FMR LLC | 225.524 $ | +69.984 $ | +45,0 % | 155.540 $ | +137.239 $ | +749,9 % | 18.301 $ | +2.720 $ | +17,5 % | 15.581 $ | +303 $ | +2,0 % |
| NORTHERN TRUST CORP | 224.016 $ | -1.155 $ | -0,5 % | 225.171 $ | -3.432.174 $ | -93,8 % | ||||||
| HRT FINANCIAL LP | 223.000 $ | |||||||||||
| Compton Financial Group, LLC | 220.190 $ | |||||||||||
| Meridian Financial Partners LLC | 217.605 $ | +9.842 $ | +4,7 % | 207.763 $ | -3.001 $ | -1,4 % | 210.764 $ | +3.866 $ | +1,9 % | 206.898 $ | +5.898 $ | +2,9 % |
| Focus Partners Wealth | 200.193 $ | -682 $ | -0,3 % | 200.875 $ | -11.832 $ | -5,6 % | 212.707 $ | -2.155 $ | -1,0 % | 214.862 $ | -114.271 $ | -34,7 % |
| New England Private Wealth Advisors LLC | 213.748 $ | +844 $ | +0,4 % | 212.904 $ | ||||||||
| NWF Advisory Services Inc. | 212.778 $ | |||||||||||
| Sowell Financial Services LLC | 210.608 $ | +2.318 $ | +1,1 % | 208.290 $ | ||||||||
| CITIZENS FINANCIAL GROUP INC/RI | 210.279 $ | +1.332 $ | +0,6 % | 208.947 $ | +4.610 $ | +2,3 % | ||||||
| Sigma Planning Corp | 209.983 $ | |||||||||||
| AIFG Consultants Ltd. | 208.692 $ | |||||||||||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 202.890 $ | +392 $ | +0,2 % | 202.498 $ | -3.440 $ | -1,7 % | 205.938 $ | -2.053 $ | -1,0 % | 207.991 $ | +2.655 $ | +1,3 % |
| Valeo Financial Advisors, LLC | 205.848 $ | |||||||||||
| Strategic Family Wealth Counselors, L.L.C. | 200.111 $ | -556 $ | -0,3 % | 200.667 $ | ||||||||
| Atlantic Union Bankshares Corp | 191.952 $ | +16.807 $ | +9,6 % | 175.145 $ | -6.830 $ | -3,8 % | 181.975 $ | +3.200 $ | +1,8 % | 178.775 $ | ||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 191.141 $ | +21.548 $ | +12,7 % | 169.593 $ | +2.402 $ | +1,4 % | 167.191 $ | +164.197 $ | +5.484,2 % | 2.994 $ | ||
| BARCLAYS PLC | 182.188 $ | +48.659 $ | +36,4 % | 133.529 $ | +55.454 $ | +71,0 % | ||||||
| Heritage Wealth Advisors | 28.518 $ | +4.592 $ | +19,2 % | 23.926 $ | -141.022 $ | -85,5 % | 164.948 $ | |||||
| EVERMAY WEALTH MANAGEMENT LLC | 153.610 $ | +9.461 $ | +6,6 % | 144.149 $ | -12.540 $ | -8,0 % | 156.689 $ | +257 $ | +0,2 % | 156.432 $ | +2.775 $ | +1,8 % |
| Cresta Advisors, Ltd. | 153.285 $ | |||||||||||
| Ancora Advisors LLC | 135.761 $ | +6.145 $ | +4,7 % | 129.616 $ | -2.212 $ | -1,7 % | 131.828 $ | +2.218 $ | +1,7 % | 129.610 $ | +3.701 $ | +2,9 % |
| StrongBox Wealth, LLC | 128.124 $ | |||||||||||
| S.A. Mason LLC | 127.348 $ | +8.569 $ | +7,2 % | 118.779 $ | -459 $ | -0,4 % | 119.238 $ | +35 $ | +0,0 % | |||
| Allworth Financial LP | 124.647 $ | +1.273 $ | +1,0 % | 123.374 $ | +103.381 $ | +517,1 % | 19.993 $ | |||||
| Princeton Global Asset Management LLC | 113.944 $ | +21.181 $ | +22,8 % | 92.763 $ | ||||||||
| BOKF, NA | 111.090 $ | |||||||||||
| Avalon Trust Co | 102.794 $ | -5.545 $ | -5,1 % | 108.339 $ | ||||||||
| Medallion Wealth Advisors, LLC | 105.965 $ | +74 $ | +0,1 % | 105.891 $ | +2.761 $ | +2,7 % | ||||||
| BITTERROOT CAPITAL ADVISORS LLC | 103.830 $ | +2.070 $ | +2,0 % | 101.760 $ | +743 $ | +0,7 % | 101.017 $ | |||||
| Triumph Capital Management | 99.833 $ | |||||||||||
| United Community Bank | 97.854 $ | +4.184 $ | +4,5 % | 93.670 $ | -111 $ | -0,1 % | 93.781 $ | -484 $ | -0,5 % | 94.265 $ | ||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 61.598 $ | +17.568 $ | +39,9 % | 44.030 $ | -41.150 $ | -48,3 % | 85.180 $ | |||||
| Wealthspire Advisors, LLC | 78.950 $ | |||||||||||
| EVOLUTION WEALTH MANAGEMENT INC. | 75.025 $ | |||||||||||
| ALERUS FINANCIAL NA | 74.024 $ | |||||||||||
| BlackRock, Inc. | 71.024 $ | |||||||||||
| CoreCap Advisors, LLC | 2.819 $ | -52.180 $ | -94,9 % | 54.999 $ | -600 $ | -1,1 % | 55.599 $ | -8.745 $ | -13,6 % | 64.344 $ | +316 $ | +0,5 % |
| Innovative Asset Advisors Group, LLC | 61.631 $ | |||||||||||
| Security National Bank | 60.877 $ | +16.259 $ | +36,4 % | 44.618 $ | +1.705 $ | +4,0 % | 42.913 $ | +1.324 $ | +3,2 % | 41.589 $ | ||
| Activest Wealth Management | 55.766 $ | -644 $ | -1,1 % | 56.410 $ | -314 $ | -0,6 % | 56.724 $ | +278 $ | +0,5 % | |||
| Westside Investment Management, Inc. | 50.633 $ | +202 $ | +0,4 % | 50.431 $ | -478 $ | -0,9 % | 50.909 $ | -268 $ | -0,5 % | 51.177 $ | +209 $ | +0,4 % |
| Parallel Advisors, LLC | 47.985 $ | -1.784 $ | -3,6 % | 49.769 $ | +10.267 $ | +26,0 % | 39.502 $ | +380 $ | +1,0 % | 39.122 $ | +791 $ | +2,1 % |
| Lummis Asset Management, LP | 37.240 $ | |||||||||||
| FIDUCIARY FINANCIAL ADVISORS | 36.736 $ | |||||||||||
| HAZLETT, BURT & WATSON, INC. | 31.000 $ | +0 $ | +0,0 % | 31.000 $ | +0 $ | +0,0 % | 31.000 $ | +27.000 $ | +675,0 % | 4.000 $ | +0 $ | +0,0 % |
| Continuum Advisory, LLC | 30.811 $ | |||||||||||
| UMB Bank, n.a. | 29.984 $ | |||||||||||
| PRINCIPAL SECURITIES, INC. | 28.200 $ | -1.152 $ | -3,9 % | |||||||||
| Clarity Asset Management, Inc. | 26.814 $ | |||||||||||
| Vision Retirement, LLC | 23.021 $ | |||||||||||
| 1015 Capital Partners, LLC | 22.401 $ | -60 $ | -0,3 % | 22.461 $ | -3 $ | -0,0 % | 22.464 $ | |||||
| Copia Wealth Management | 20.737 $ | |||||||||||
| TRUST CO OF VERMONT | 19.990 $ | |||||||||||
| IMA Advisory Services, Inc. | 19.435 $ | |||||||||||
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 18.271 $ | -138 $ | -0,7 % | 18.409 $ | ||||||||
| Roxbury Financial LLC | 13.565 $ | +131 $ | +1,0 % | 13.434 $ | ||||||||
| Pinnacle Bancorp, Inc. | 12.738 $ | +6.984 $ | +121,4 % | 5.754 $ | +220 $ | +4,0 % | 5.534 $ | |||||
| North Ridge Wealth Advisors, Inc. | 12.110 $ | |||||||||||
| GPS Wealth Strategies Group, LLC | 11.792 $ | +525 $ | +4,7 % | |||||||||
| Tradewinds Capital Management, LLC | 8.740 $ | +2.334 $ | +36,4 % | 6.406 $ | ||||||||
| Rossby Financial, LCC | 8.626 $ | +3.589 $ | +71,3 % | 5.037 $ | +941 $ | +23,0 % | 4.096 $ | +3.037 $ | +286,8 % | 1.059 $ | ||
| Privatperson | 7.532 $ | |||||||||||
| ELEVATION WEALTH PARTNERS, LLC | 6.284 $ | |||||||||||
| AMERIFLEX GROUP, INC. | 5.011 $ | -13 $ | -0,3 % | 5.024 $ | ||||||||
| Pinnacle Wealth Planning Services, Inc. | 4.761 $ | +994 $ | +26,4 % | 3.767 $ | +93 $ | +2,5 % | 3.674 $ | |||||
| Ascentis Independent Advisors | 4.685 $ | |||||||||||
| JPL Wealth Management, LLC | 3.259 $ | |||||||||||
| LGT Financial Advisors LLC | 3.174 $ | +25 $ | +0,8 % | 3.149 $ | +16 $ | +0,5 % | 3.133 $ | +2 $ | +0,1 % | 3.131 $ | +69 $ | +2,3 % |
| VANGUARD ADVISERS INC | 2.963 $ | |||||||||||
| Key FInancial Inc | 1.185 $ | +317 $ | +36,5 % | 868 $ | +33 $ | +4,0 % | 835 $ | +15 $ | +1,8 % | 820 $ | +102 $ | +14,2 % |
| Abound Wealth Management | 741 $ | |||||||||||
| Russell Investments Group, Ltd. | 670 $ | |||||||||||
| 17.594.010.891 $ | +1.584.645.599 $ | +242,8 % | 15.919.725.948 $ | +3.249.182.331 $ | +726,2 % | 12.414.176.036 $ | +4.367.983.124 $ | +211,4 % | 7.951.416.866 $ | +1.029.729.643 $ | +816,1 % | |
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.