| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 262.782.895 $ | -81.672.020 $ | +0,0 % | 1.070.853.565 $ | -141.618.304 $ | +42,2 % | 1.230.923.764 $ | +180.027.242 $ | +408,4 % | 1.025.418.962 $ | ||
| CAPTRUST FINANCIAL ADVISORS | 100.345.893 $ | -31.393.513 $ | -23,8 % | 131.739.406 $ | +13.544.785 $ | +11,5 % | 118.194.621 $ | |||||
| Cambridge Investment Research Advisors, Inc. | 54.139.000 $ | -67.617.000 $ | -55,5 % | 121.756.000 $ | +47.586.000 $ | +64,2 % | 74.170.000 $ | +8.440.000 $ | +12,8 % | 65.730.000 $ | ||
| LPL Financial LLC | 71.509.043 $ | -24.477.043 $ | -25,5 % | 95.986.086 $ | +14.014.558 $ | +17,1 % | 81.971.528 $ | |||||
| Saba Capital Management, L.P. | 87.715.059 $ | +8.549.922 $ | +10,8 % | 79.165.137 $ | +33.045.912 $ | +71,7 % | 46.119.225 $ | |||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 36.186.557 $ | -20.483.842 $ | -36,1 % | 56.670.399 $ | -7.645.626 $ | -11,9 % | 64.316.025 $ | |||||
| Cetera Investment Advisers | 39.098.120 $ | -14.237.111 $ | -26,7 % | 53.335.231 $ | +5.152.831 $ | +10,7 % | 48.182.400 $ | |||||
| MIDLAND WEALTH ADVISORS, LLC | 50.573.644 $ | +13.417.604 $ | +36,1 % | 37.156.040 $ | -4.319.778 $ | -10,4 % | 41.475.818 $ | |||||
| Focus Partners Wealth | 42.379.613 $ | -7.787.331 $ | -15,5 % | 50.166.944 $ | +2.565.494 $ | +5,4 % | 47.601.450 $ | |||||
| Quadrant Private Wealth Management, LLC | 34.259.174 $ | +7.717.700 $ | +29,1 % | 26.541.474 $ | -5.257.190 $ | -16,5 % | 31.798.664 $ | +15.332.845 $ | +93,1 % | 16.465.819 $ | ||
| MORGAN STANLEY | 33.003.592 $ | +2.979.537 $ | +9,9 % | 30.024.055 $ | +22.454.320 $ | +296,6 % | 7.569.735 $ | |||||
| Pasadena Private Wealth, LLC | 25.119.083 $ | -6.161.398 $ | -19,7 % | 31.280.481 $ | +16.343.967 $ | +109,4 % | 14.936.514 $ | |||||
| OSAIC HOLDINGS, INC. | 22.042.903 $ | -2.139.707 $ | -8,8 % | 24.182.610 $ | +1.351.245 $ | +5,9 % | 22.831.365 $ | |||||
| Stratos Wealth Partners, LTD. | 23.271.062 $ | +11.596.581 $ | +99,3 % | 11.674.481 $ | +10.055.561 $ | +621,1 % | 1.618.920 $ | |||||
| Sunbelt Securities, Inc. | 19.702.255 $ | +4.331.470 $ | +28,2 % | 15.370.785 $ | ||||||||
| TRAPHAGEN INVESTMENT ADVISORS LLC | 436.266 $ | -14.764.807 $ | -97,1 % | 15.201.073 $ | -4.248.690 $ | -21,8 % | 19.449.763 $ | +2.242.345 $ | +13,0 % | 17.207.418 $ | ||
| INDEPENDENT FINANCIAL GROUP, LLC | 14.072.526 $ | -2.248.842 $ | -13,8 % | 16.321.368 $ | -2.893.289 $ | -15,1 % | 19.214.657 $ | +6.332.882 $ | +49,2 % | 12.881.775 $ | ||
| HighTower Advisors, LLC | 13.002.503 $ | -4.305.367 $ | -24,9 % | 17.307.870 $ | +1.859.010 $ | +12,0 % | 15.448.860 $ | |||||
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 15.067.245 $ | |||||||||||
| JANE STREET GROUP, LLC | 4.568.670 $ | +4.164.881 $ | +1.031,4 % | 403.789 $ | -13.157.681 $ | -97,0 % | 13.561.470 $ | |||||
| Thomas J. Herzfeld Advisors, Inc. | 3.946.401 $ | -2.074.790 $ | -34,5 % | 6.021.191 $ | -6.800.494 $ | -53,0 % | 12.821.685 $ | |||||
| WELLS FARGO & COMPANY/MN | 4.261.100 $ | -1.433.124 $ | -25,2 % | 5.694.224 $ | -5.966.161 $ | -51,2 % | 11.660.385 $ | |||||
| CITADEL ADVISORS LLC | 11.627.674 $ | +5.179.324 $ | +80,3 % | 6.448.350 $ | ||||||||
| Modern Wealth Management, LLC | 11.274.752 $ | +1.876.937 $ | +20,0 % | 9.397.815 $ | +2.472.330 $ | +35,7 % | 6.925.485 $ | |||||
| BSW Wealth Partners | 8.885.890 $ | +604.780 $ | +7,3 % | 8.281.110 $ | ||||||||
| Brookstone Capital Management | 3.044.499 $ | -1.947.695 $ | -39,0 % | 4.992.194 $ | -3.584.756 $ | -41,8 % | 8.576.950 $ | +602.395 $ | +7,6 % | 7.974.555 $ | ||
| ROYAL BANK OF CANADA | 6.570.000 $ | -1.966.000 $ | -23,0 % | 8.536.000 $ | +8.303.000 $ | +3.563,5 % | 233.000 $ | |||||
| Arkadios Wealth Advisors | 6.547.885 $ | -1.856.847 $ | -22,1 % | 8.404.732 $ | +824.032 $ | +10,9 % | 7.580.700 $ | |||||
| RAYMOND JAMES FINANCIAL INC | 8.300.745 $ | +1.495.511 $ | +22,0 % | 6.805.234 $ | +3.670.519 $ | +117,1 % | 3.134.715 $ | |||||
| Callan Family Office, LLC | 5.645.689 $ | -1.539.897 $ | -21,4 % | 7.185.586 $ | -531.929 $ | -6,9 % | 7.717.515 $ | |||||
| B. Riley Wealth Advisors, Inc. | 7.648.400 $ | +1.592.985 $ | +26,3 % | 6.055.415 $ | +1.082.999 $ | +21,8 % | 4.972.416 $ | +4.372.716 $ | +729,2 % | 599.700 $ | ||
| Creative Planning | 3.791.697 $ | -632.489 $ | -14,3 % | 4.424.186 $ | -2.673.117 $ | -37,7 % | 7.097.303 $ | +1.872.038 $ | +35,8 % | 5.225.265 $ | ||
| Guardian Financial Partners, LLC | 5.182.595 $ | -375.789 $ | -6,8 % | 5.558.384 $ | -1.462.740 $ | -20,8 % | 7.021.124 $ | +680.429 $ | +10,7 % | 6.340.695 $ | ||
| Octavia Wealth Advisors, LLC | 6.890.814 $ | +491.934 $ | +7,7 % | 6.398.880 $ | ||||||||
| Wilkerson Advisory Group LLC | 473.162 $ | -4.794.324 $ | -91,0 % | 5.267.486 $ | -1.594.459 $ | -23,2 % | 6.861.945 $ | +880.920 $ | +14,7 % | 5.981.025 $ | ||
| Aptus Capital Advisors, LLC | 5.861.187 $ | -993.677 $ | -14,5 % | 6.854.864 $ | +3.136.529 $ | +84,4 % | 3.718.335 $ | |||||
| ELEVATION POINT WEALTH PARTNERS, LLC | 6.343.207 $ | -470.687 $ | -6,9 % | 6.813.894 $ | +6.282.279 $ | +1.181,7 % | 531.615 $ | |||||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 5.844.036 $ | -837.668 $ | -12,5 % | 6.681.704 $ | +3.254.894 $ | +95,0 % | 3.426.810 $ | |||||
| ENVESTNET ASSET MANAGEMENT INC | 6.168.376 $ | -491.494 $ | -7,4 % | 6.659.870 $ | +5.676.335 $ | +577,1 % | 983.535 $ | |||||
| Bulldog Investors, LLP | 5.799.780 $ | -396.066 $ | -6,4 % | 6.195.846 $ | +2.558.286 $ | +70,3 % | 3.637.560 $ | |||||
| Integrated Wealth Concepts LLC | 3.916.592 $ | -1.378.423 $ | -26,0 % | 5.295.015 $ | -740.010 $ | -12,3 % | 6.035.025 $ | |||||
| Soltis Investment Advisors LLC | 1.733.080 $ | -2.241.131 $ | -56,4 % | 3.974.211 $ | -1.782.238 $ | -31,0 % | 5.756.449 $ | -27.746 $ | -0,5 % | 5.784.195 $ | ||
| SCS Capital Management LLC | 4.474.790 $ | -1.282.543 $ | -22,3 % | 5.757.333 $ | +507.768 $ | +9,7 % | 5.249.565 $ | |||||
| Avantax Planning Partners, Inc. | 3.718.311 $ | -505.867 $ | -12,0 % | 4.224.178 $ | -1.497.419 $ | -26,2 % | 5.721.597 $ | +414.612 $ | +7,8 % | 5.306.985 $ | ||
| Matisse Capital | 5.643.000 $ | +1.740.000 $ | +44,6 % | 3.903.000 $ | -183.060 $ | -4,5 % | 4.086.060 $ | +714.060 $ | +21,2 % | 3.372.000 $ | ||
| IFG Advisory, LLC | 5.587.912 $ | +5.553.404 $ | +16.093,1 % | 34.508 $ | -1.947.952 $ | -98,3 % | 1.982.460 $ | |||||
| Sanctuary Advisors, LLC | 3.422.869 $ | -1.353.121 $ | -28,3 % | 4.775.990 $ | -558.670 $ | -10,5 % | 5.334.660 $ | |||||
| Turning Point Benefit Group, Inc. | 3.936.261 $ | -152.477 $ | -3,7 % | 4.088.738 $ | +3.483.458 $ | +575,5 % | 605.280 $ | -4.434.439 $ | -88,0 % | 5.039.719 $ | ||
| MERCER GLOBAL ADVISORS INC /ADV | 3.404.350 $ | -1.618.880 $ | -32,2 % | 5.023.230 $ | ||||||||
| HARBOUR INVESTMENTS, INC. | 3.731.701 $ | -1.195.739 $ | -24,3 % | 4.927.440 $ | ||||||||
| DAVENPORT & Co LLC | 2.723.421 $ | +204.097 $ | +8,1 % | 2.519.324 $ | -2.284.363 $ | -47,6 % | 4.803.687 $ | +4.108.827 $ | +591,3 % | 694.860 $ | ||
| SIT INVESTMENT ASSOCIATES INC | 1.387.000 $ | -3.347.000 $ | -70,7 % | 4.734.000 $ | +4.728.750 $ | +90.071,4 % | 5.250 $ | |||||
| Mariner, LLC | 2.000.392 $ | -1.424.059 $ | -41,6 % | 3.424.451 $ | -1.148.359 $ | -25,1 % | 4.572.810 $ | |||||
| CATHY PARETO & ASSOCIATES, INC | 275.579 $ | -36.401 $ | -11,7 % | 311.980 $ | -3.391.246 $ | -91,6 % | 3.703.226 $ | -789.769 $ | -17,6 % | 4.492.995 $ | ||
| COMMONWEALTH EQUITY SERVICES, LLC | 2.224.055 $ | -569.355 $ | -20,4 % | 2.793.410 $ | -1.354.811 $ | -32,7 % | 4.148.221 $ | -294.059 $ | -6,6 % | 4.442.280 $ | ||
| Cerity Partners LLC | 2.996.437 $ | -1.105.096 $ | -26,9 % | 4.101.533 $ | -327.454 $ | -7,4 % | 4.428.987 $ | |||||
| Baird Financial Group, Inc. | 4.359.973 $ | +42.000 $ | +1,0 % | 4.317.973 $ | +3.638.188 $ | +535,2 % | 679.785 $ | |||||
| Compound Planning, Inc. | 1.528.212 $ | -1.658.658 $ | -52,0 % | 3.186.870 $ | -929.038 $ | -22,6 % | 4.115.908 $ | |||||
| Rossby Financial, LCC | 2.758.848 $ | -1.140.669 $ | -29,3 % | 3.899.517 $ | +77.832 $ | +2,0 % | 3.821.685 $ | |||||
| Nova R Wealth, Inc. | 1.093.588 $ | -211.367 $ | -16,2 % | 1.304.955 $ | -2.558.861 $ | -66,2 % | 3.863.816 $ | +315.446 $ | +8,9 % | 3.548.370 $ | ||
| PINKERTON WEALTH, LLC | 1.448.182 $ | -2.336.838 $ | -61,7 % | 3.785.020 $ | -63.965 $ | -1,7 % | 3.848.985 $ | -6.300 $ | -0,2 % | 3.855.285 $ | ||
| Beacon Pointe Advisors, LLC | 2.774.174 $ | -957.888 $ | -25,7 % | 3.732.062 $ | -108.073 $ | -2,8 % | 3.840.135 $ | |||||
| J.W. COLE ADVISORS, INC. | 3.298.941 $ | -506.229 $ | -13,3 % | 3.805.170 $ | ||||||||
| Capital Investment Advisory Services, LLC | 2.764.942 $ | -339.558 $ | -10,9 % | 3.104.500 $ | -689.168 $ | -18,2 % | 3.793.668 $ | +442.023 $ | +13,2 % | 3.351.645 $ | ||
| True Freedom Investing, LLC | 1.391.062 $ | -2.261.195 $ | -61,9 % | 3.652.257 $ | -132.880 $ | -3,5 % | 3.785.137 $ | +334.777 $ | +9,7 % | 3.450.360 $ | ||
| AlphaStar Capital Management, LLC | 2.398.748 $ | -267.773 $ | -10,0 % | 2.666.521 $ | -1.105.275 $ | -29,3 % | 3.771.796 $ | +1.217.131 $ | +47,6 % | 2.554.665 $ | ||
| Ameritas Advisory Services, LLC | 3.738.416 $ | |||||||||||
| Apollo Management Holdings, L.P. | 1.620.994 $ | -448.546 $ | -21,7 % | 2.069.540 $ | -1.668.340 $ | -44,6 % | 3.737.880 $ | |||||
| Lido Advisors, LLC | 148.114 $ | -8.289 $ | -5,3 % | 156.403 $ | -3.433.630 $ | -95,6 % | 3.590.033 $ | |||||
| AE Wealth Management LLC | 1.977.294 $ | -923.367 $ | -31,8 % | 2.900.661 $ | -622.089 $ | -17,7 % | 3.522.750 $ | |||||
| CENTAURUS FINANCIAL, INC. | 2.389.000 $ | -982.000 $ | -29,1 % | 3.371.000 $ | -40.000 $ | -1,2 % | 3.411.000 $ | |||||
| Kestra Advisory Services, LLC | 2.493.903 $ | +410.015 $ | +19,7 % | 2.083.888 $ | -633.402 $ | -23,3 % | 2.717.290 $ | -665.870 $ | -19,7 % | 3.383.160 $ | ||
| Uniting Wealth Partners, LLC | 1.999.797 $ | -1.361.850 $ | -40,5 % | 3.361.647 $ | ||||||||
| Perigon Wealth Management, LLC | 1.659.513 $ | -747.246 $ | -31,0 % | 2.406.759 $ | -899.766 $ | -27,2 % | 3.306.525 $ | |||||
| LaSalle St. Investment Advisors, LLC | 1.545.008 $ | -1.746.263 $ | -53,1 % | 3.291.271 $ | +334.271 $ | +11,3 % | 2.957.000 $ | |||||
| D.A. DAVIDSON & CO. | 3.288.941 $ | +567.249 $ | +20,8 % | 2.721.692 $ | +103.225 $ | +3,9 % | 2.618.467 $ | +2.435.152 $ | +1.328,4 % | 183.315 $ | ||
| Arete Wealth Advisors, LLC | 2.470.649 $ | -754.245 $ | -23,4 % | 3.224.894 $ | +431.009 $ | +15,4 % | 2.793.885 $ | |||||
| Family Office Research LLC | 1.925.167 $ | -614.834 $ | -24,2 % | 2.540.001 $ | -653.013 $ | -20,5 % | 3.193.014 $ | +299.433 $ | +10,3 % | 2.893.581 $ | ||
| Rockefeller Capital Management L.P. | 2.566.764 $ | -617.368 $ | -19,4 % | 3.184.132 $ | +2.078.332 $ | +187,9 % | 1.105.800 $ | |||||
| Almitas Capital LLC | 3.182.775 $ | |||||||||||
| Corus Family Wealth Advisors | 734.649 $ | -264.859 $ | -26,5 % | 999.508 $ | -2.064.167 $ | -67,4 % | 3.063.675 $ | |||||
| Closed-End Fund Advisors, Inc. | 1.707.100 $ | -1.006.096 $ | -37,1 % | 2.713.196 $ | -247.968 $ | -8,4 % | 2.961.164 $ | +1.121.489 $ | +61,0 % | 1.839.675 $ | ||
| Patriot Financial Group Insurance Agency, LLC | 1.086.502 $ | +18.506 $ | +1,7 % | 1.067.996 $ | -1.875.526 $ | -63,7 % | 2.943.522 $ | +1.578.792 $ | +115,7 % | 1.364.730 $ | ||
| Lakeridge Wealth Management LLC | 2.122.841 $ | -808.042 $ | -27,6 % | 2.930.883 $ | +252.588 $ | +9,4 % | 2.678.295 $ | |||||
| Noble Wealth Management PBC | 2.835.220 $ | +1.422.553 $ | +100,7 % | 1.412.667 $ | -594.131 $ | -29,6 % | 2.006.798 $ | |||||
| NewEdge Advisors, LLC | 1.750.923 $ | -767.478 $ | -30,5 % | 2.518.401 $ | -315.834 $ | -11,1 % | 2.834.235 $ | |||||
| Waverly Advisors, LLC | 2.286.030 $ | -527.613 $ | -18,8 % | 2.813.643 $ | +506.208 $ | +21,9 % | 2.307.435 $ | |||||
| MJP ASSOCIATES INC /ADV | 2.763.375 $ | |||||||||||
| Advisor OS, LLC | 2.763.375 $ | |||||||||||
| Coppell Advisory Solutions LLC | 12.311 $ | -2.749.459 $ | -99,6 % | 2.761.770 $ | ||||||||
| Atlantic Union Bankshares Corp | 1.868.614 $ | -788.389 $ | -29,7 % | 2.657.003 $ | +173.523 $ | +7,0 % | 2.483.480 $ | |||||
| CALTON & ASSOCIATES, INC. | 193.639 $ | -1.478.024 $ | -88,4 % | 1.671.663 $ | -945.402 $ | -36,1 % | 2.617.065 $ | |||||
| Advisory Alpha, LLC | 2.521.654 $ | -83.066 $ | -3,2 % | 2.604.720 $ | ||||||||
| GREENUP STREET WEALTH MANAGEMENT LLC | 336.029 $ | -16.417 $ | -4,7 % | 352.446 $ | -115.080 $ | -24,6 % | 467.526 $ | -2.108.016 $ | -81,8 % | 2.575.542 $ | ||
| Virtu Financial LLC | 1.185.000 $ | +977.000 $ | +469,7 % | 208.000 $ | -2.339.000 $ | -91,8 % | 2.547.000 $ | |||||
| Trivium Point Advisory, LLC | 1.791.521 $ | -742.470 $ | -29,3 % | 2.533.991 $ | +145.046 $ | +6,1 % | 2.388.945 $ | |||||
| Strategic Blueprint, LLC | 1.449.957 $ | -225.092 $ | -13,4 % | 1.675.049 $ | -815.305 $ | -32,7 % | 2.490.354 $ | +338.392 $ | +15,7 % | 2.151.962 $ | ||
| Western Wealth Management, LLC | 1.863.188 $ | -580.417 $ | -23,8 % | 2.443.605 $ | +128.085 $ | +5,5 % | 2.315.520 $ | |||||
| Kropog Financial Group, LLC | 1.705.697 $ | -511.635 $ | -23,1 % | 2.217.332 $ | +251.057 $ | +12,8 % | 1.966.275 $ | |||||
| WealthPoint Financial, LLC | 1.358.515 $ | -108.782 $ | -7,4 % | 1.467.297 $ | -566.480 $ | -27,9 % | 2.033.777 $ | -175.213 $ | -7,9 % | 2.208.990 $ | ||
| KICKSTAND VENTURES, LLC. | 1.797.171 $ | -403.273 $ | -18,3 % | 2.200.444 $ | +189.319 $ | +9,4 % | 2.011.125 $ | |||||
| Ausdal Financial Partners, Inc. | 1.660.173 $ | -517.482 $ | -23,8 % | 2.177.655 $ | +38.325 $ | +1,8 % | 2.139.330 $ | |||||
| Envestnet Portfolio Solutions, Inc. | 1.638.695 $ | -502.467 $ | -23,5 % | 2.141.162 $ | +51.062 $ | +2,4 % | 2.090.100 $ | |||||
| DUDLEY CAPITAL MANAGEMENT, LLC | 1.857.327 $ | -8.056 $ | -0,4 % | 1.865.383 $ | -267.395 $ | -12,5 % | 2.132.778 $ | +581.898 $ | +37,5 % | 1.550.880 $ | ||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 673.147 $ | -933.985 $ | -58,1 % | 1.607.132 $ | -489.718 $ | -23,4 % | 2.096.850 $ | |||||
| Sterneck Capital Management, LLC | 1.992.677 $ | -94.868 $ | -4,5 % | 2.087.545 $ | ||||||||
| Cornerstone Advisory, LLC | 2.078.595 $ | |||||||||||
| WORLD EQUITY GROUP, INC. | 555.308 $ | -101.377 $ | -15,4 % | 656.685 $ | -1.419.687 $ | -68,4 % | 2.076.372 $ | +1.320.372 $ | +174,7 % | 756.000 $ | ||
| KINGSWOOD WEALTH ADVISORS, LLC | 2.027.290 $ | +505.512 $ | +33,2 % | 1.521.778 $ | -34.030 $ | -2,2 % | 1.555.808 $ | +1.244.948 $ | +400,5 % | 310.860 $ | ||
| JBR Co Financial Management Inc | 1.296.636 $ | -1.301 $ | -0,1 % | 1.297.937 $ | -728.353 $ | -35,9 % | 2.026.290 $ | +0 $ | +0,0 % | 2.026.290 $ | ||
| Madrona Financial Services, LLC | 1.519.677 $ | -491.172 $ | -24,4 % | 2.010.849 $ | +131.454 $ | +7,0 % | 1.879.395 $ | |||||
| Integrity Advisory Solutions, LLC | 1.052.310 $ | -221.057 $ | -17,4 % | 1.273.367 $ | -420.831 $ | -24,8 % | 1.694.198 $ | -275.677 $ | -14,0 % | 1.969.875 $ | ||
| CARY STREET PARTNERS FINANCIAL LLC | 1.430.035 $ | -537.914 $ | -27,3 % | 1.967.949 $ | +1.127.274 $ | +134,1 % | 840.675 $ | |||||
| Financial Gravity Asset Management, Inc. | 1.861.038 $ | +831.378 $ | +80,7 % | 1.029.660 $ | ||||||||
| Trek Financial, LLC | 359.056 $ | -56.612 $ | -13,6 % | 415.668 $ | -1.442.731 $ | -77,6 % | 1.858.399 $ | +195.754 $ | +11,8 % | 1.662.645 $ | ||
| TSFG, LLC | 543.000 $ | -183.000 $ | -25,2 % | 726.000 $ | -1.132.000 $ | -60,9 % | 1.858.000 $ | +1.000 $ | +0,1 % | 1.857.000 $ | ||
| Spinnaker Investment Group, LLC | 1.529.155 $ | -305.362 $ | -16,6 % | 1.834.517 $ | +354.439 $ | +23,9 % | 1.480.078 $ | +985.348 $ | +199,2 % | 494.730 $ | ||
| Berkeley, Inc | 595.574 $ | -243.581 $ | -29,0 % | 839.155 $ | -466.366 $ | -35,7 % | 1.305.521 $ | -528.439 $ | -28,8 % | 1.833.960 $ | ||
| Naviter Wealth, LLC | 1.447.530 $ | -372.409 $ | -20,5 % | 1.819.939 $ | +196.444 $ | +12,1 % | 1.623.495 $ | |||||
| M Holdings Securities, Inc. | 307.000 $ | -768.000 $ | -71,4 % | 1.075.000 $ | -507.000 $ | -32,0 % | 1.582.000 $ | -236.000 $ | -13,0 % | 1.818.000 $ | ||
| SageView Advisory Group, LLC | 569.579 $ | -1.243.690 $ | -68,6 % | 1.813.269 $ | +65.679 $ | +3,8 % | 1.747.590 $ | |||||
| Marex Group Ltd | 333.524 $ | -1.438.141 $ | -81,2 % | 1.771.665 $ | ||||||||
| Mutual Advisors, LLC | 1.374.437 $ | -369.372 $ | -21,2 % | 1.743.809 $ | -21.841 $ | -1,2 % | 1.765.650 $ | |||||
| Ignite Planners, LLC | 1.127.258 $ | -182.466 $ | -13,9 % | 1.309.724 $ | -400.825 $ | -23,4 % | 1.710.549 $ | -46.874 $ | -2,7 % | 1.757.423 $ | ||
| Veracity Capital LLC | 1.204.491 $ | -43.660 $ | -3,5 % | 1.248.151 $ | -507.431 $ | -28,9 % | 1.755.582 $ | +171.162 $ | +10,8 % | 1.584.420 $ | ||
| UMB Bank, n.a. | 1.239.033 $ | -459.356 $ | -27,0 % | 1.698.389 $ | ||||||||
| Glass Jacobson Investment Advisors llc | 1.239.774 $ | -35.253 $ | -2,8 % | 1.275.027 $ | -407.184 $ | -24,2 % | 1.682.211 $ | +80.586 $ | +5,0 % | 1.601.625 $ | ||
| Global Retirement Partners, LLC | 1.230.000 $ | -450.780 $ | -26,8 % | 1.680.780 $ | ||||||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.327.959 $ | -122.862 $ | -8,5 % | 1.450.821 $ | +309.711 $ | +27,1 % | 1.141.110 $ | -535.808 $ | -32,0 % | 1.676.918 $ | ||
| COHEN & STEERS, INC. | 1.561.000 $ | -100.000 $ | -6,0 % | 1.661.000 $ | ||||||||
| FIFTH THIRD BANCORP | 1.607.196 $ | +553.999 $ | +52,6 % | 1.053.197 $ | +1.035.947 $ | +6.005,5 % | 17.250 $ | |||||
| Wealthcare Advisory Partners LLC | 540.625 $ | -1.059.647 $ | -66,2 % | 1.600.272 $ | +109.392 $ | +7,3 % | 1.490.880 $ | -27.975 $ | -1,8 % | 1.518.855 $ | ||
| HighPoint Advisor Group LLC | 1.501.796 $ | -75.598 $ | -4,8 % | 1.577.394 $ | +849.759 $ | +116,8 % | 727.635 $ | |||||
| BELLEVUE ASSET MANAGEMENT, LLC | 1.212.714 $ | -312.396 $ | -20,5 % | 1.525.110 $ | +844.030 $ | +123,9 % | 681.080 $ | |||||
| Blackhawk Capital Partners, LLC | 1.492.615 $ | +229.639 $ | +18,2 % | 1.262.976 $ | +262.446 $ | +26,2 % | 1.000.530 $ | |||||
| Dynamic Advisor Solutions LLC | 974.127 $ | -205.513 $ | -17,4 % | 1.179.640 $ | -303.326 $ | -20,5 % | 1.482.966 $ | +314.946 $ | +27,0 % | 1.168.020 $ | ||
| CWM, LLC | 1.451.316 $ | +23.316 $ | +1,6 % | 1.428.000 $ | ||||||||
| IHT Wealth Management, LLC | 1.099.799 $ | -325.376 $ | -22,8 % | 1.425.175 $ | +270.640 $ | +23,4 % | 1.154.535 $ | |||||
| MML INVESTORS SERVICES, LLC | 1.415.740 $ | +148.572 $ | +11,7 % | 1.267.168 $ | ||||||||
| SILVER OAK SECURITIES, INCORPORATED | 894.872 $ | -514.968 $ | -36,5 % | 1.409.840 $ | +111.140 $ | +8,6 % | 1.298.700 $ | |||||
| Financial Gravity Companies, Inc. | 1.408.250 $ | |||||||||||
| CX Institutional | 905.000 $ | -153.000 $ | -14,5 % | 1.058.000 $ | -348.000 $ | -24,8 % | 1.406.000 $ | +47.000 $ | +3,5 % | 1.359.000 $ | ||
| US BANCORP \DE\ | 84.734 $ | -19.195 $ | -18,5 % | 103.929 $ | -1.295.616 $ | -92,6 % | 1.399.545 $ | |||||
| TRUIST FINANCIAL CORP | 527.776 $ | -188.359 $ | -26,3 % | 716.135 $ | -663.062 $ | -48,1 % | 1.379.197 $ | +93.667 $ | +7,3 % | 1.285.530 $ | ||
| Magnolia Private Wealth, LLC | 1.245.937 $ | -125.567 $ | -9,2 % | 1.371.504 $ | +1.020.189 $ | +290,4 % | 351.315 $ | |||||
| Summit Financial Wealth Advisors, LLC | 773.999 $ | -132.952 $ | -14,7 % | 906.951 $ | -463.305 $ | -33,8 % | 1.370.256 $ | +287.136 $ | +26,5 % | 1.083.120 $ | ||
| WCG Wealth Advisors LLC | 1.035.606 $ | -333.265 $ | -24,3 % | 1.368.871 $ | +66.661 $ | +5,1 % | 1.302.210 $ | |||||
| Orion Porfolio Solutions, LLC | 545.792 $ | -818.743 $ | -60,0 % | 1.364.535 $ | ||||||||
| Private Advisor Group, LLC | 765.830 $ | -156.463 $ | -17,0 % | 922.293 $ | -433.148 $ | -32,0 % | 1.355.441 $ | |||||
| Koshinski Asset Management, Inc. | 699.190 $ | -331.016 $ | -32,1 % | 1.030.206 $ | -315.607 $ | -23,5 % | 1.345.813 $ | +18.853 $ | +1,4 % | 1.326.960 $ | ||
| Socha Financial Group, LLC | 1.345.005 $ | |||||||||||
| AMJ Financial Wealth Management | 1.329.999 $ | +0 $ | +0,0 % | 1.329.999 $ | +127.764 $ | +10,6 % | 1.202.235 $ | |||||
| Summit Investment Advisory Services, LLC | 999.349 $ | +70.147 $ | +7,5 % | 929.202 $ | -377.526 $ | -28,9 % | 1.306.728 $ | +288 $ | +0,0 % | 1.306.440 $ | ||
| DRIVE WEALTH MANAGEMENT, LLC | 944.537 $ | -349.188 $ | -27,0 % | 1.293.725 $ | +94.175 $ | +7,9 % | 1.199.550 $ | |||||
| RHS Financial, LLC | 984.467 $ | -15.377 $ | -1,5 % | 999.844 $ | -281.489 $ | -22,0 % | 1.281.333 $ | +93.543 $ | +7,9 % | 1.187.790 $ | ||
| OneDigital Investment Advisors LLC | 893.861 $ | -318.525 $ | -26,3 % | 1.212.386 $ | +126.266 $ | +11,6 % | 1.086.120 $ | |||||
| XTX Topco Ltd | 1.207.744 $ | +891.739 $ | +282,2 % | 316.005 $ | ||||||||
| Gallacher Capital Management LLC | 806.336 $ | -96.034 $ | -10,6 % | 902.370 $ | -296.641 $ | -24,7 % | 1.199.011 $ | +46.201 $ | +4,0 % | 1.152.810 $ | ||
| StoneX Group Inc. | 383.762 $ | -158.330 $ | -29,2 % | 542.092 $ | -619.412 $ | -53,3 % | 1.161.504 $ | +93.279 $ | +8,7 % | 1.068.225 $ | ||
| Berger Financial Group, Inc | 672.391 $ | -461.047 $ | -40,7 % | 1.133.438 $ | -26.227 $ | -2,3 % | 1.159.665 $ | |||||
| Stratos Wealth Advisors, LLC | 887.253 $ | -229.545 $ | -20,6 % | 1.116.798 $ | +81.513 $ | +7,9 % | 1.035.285 $ | |||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.107.772 $ | +170.380 $ | +18,2 % | 937.392 $ | +76.161 $ | +8,8 % | 861.231 $ | +176.736 $ | +25,8 % | 684.495 $ | ||
| LongView Wealth Management | 511.494 $ | -589.655 $ | -53,5 % | 1.101.149 $ | ||||||||
| Optimus Capital Advisors, LLC | 278.994 $ | -474.990 $ | -63,0 % | 753.984 $ | -344.016 $ | -31,3 % | 1.098.000 $ | |||||
| SlateStone Wealth, LLC | 748.000 $ | -342.000 $ | -31,4 % | 1.090.000 $ | +0 $ | +0,0 % | 1.090.000 $ | |||||
| Avior Wealth Management, LLC | 1.054.293 $ | -25.593 $ | -2,4 % | 1.079.886 $ | +356.782 $ | +49,3 % | 723.104 $ | |||||
| Claro Advisors Inc. | 1.074.400 $ | +121.929 $ | +12,8 % | 952.471 $ | -69.334 $ | -6,8 % | 1.021.805 $ | +268.745 $ | +35,7 % | 753.060 $ | ||
| HB Wealth Management, LLC | 1.036.317 $ | +202.232 $ | +24,2 % | 834.085 $ | ||||||||
| Stewardship Advisors, LLC | 917.627 $ | +31.139 $ | +3,5 % | 886.488 $ | -94.067 $ | -9,6 % | 980.555 $ | +205.480 $ | +26,5 % | 775.075 $ | ||
| UBS Group AG | 471.678 $ | +384.708 $ | +442,3 % | 86.970 $ | -872.910 $ | -90,9 % | 959.880 $ | |||||
| IMC-Chicago, LLC | 918.246 $ | |||||||||||
| Arax Advisory Partners | 755.043 $ | -47.638 $ | -5,9 % | 802.681 $ | -112.769 $ | -12,3 % | 915.450 $ | |||||
| Trademark Financial Management, LLC | 162.502 $ | -225.582 $ | -58,1 % | 388.084 $ | -436.481 $ | -52,9 % | 824.565 $ | -61.830 $ | -7,0 % | 886.395 $ | ||
| Farther Finance Advisors, LLC | 109.851 $ | -122.596 $ | -52,7 % | 232.447 $ | -79.712 $ | -25,5 % | 312.159 $ | -561.231 $ | -64,3 % | 873.390 $ | ||
| WBI INVESTMENTS, LLC | 681.789 $ | -181.499 $ | -21,0 % | 863.288 $ | +134.663 $ | +18,5 % | 728.625 $ | |||||
| MILLINGTON SECURITIES, LLC | 863.288 $ | |||||||||||
| Merit Financial Group, LLC | 292.998 $ | -421.186 $ | -59,0 % | 714.184 $ | -113.201 $ | -13,7 % | 827.385 $ | |||||
| LexAurum Advisors, LLC | 518.557 $ | -52.786 $ | -9,2 % | 571.343 $ | -254.838 $ | -30,8 % | 826.181 $ | |||||
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 567.075 $ | -23.132 $ | -3,9 % | 590.207 $ | -232.218 $ | -28,2 % | 822.425 $ | +68.060 $ | +9,0 % | 754.365 $ | ||
| Equitable Holdings, Inc. | 559.401 $ | -218.874 $ | -28,1 % | 778.275 $ | +49.710 $ | +6,8 % | 728.565 $ | |||||
| Tradition Wealth Management, LLC | 555.527 $ | -195.245 $ | -26,0 % | 750.772 $ | +95.272 $ | +14,5 % | 655.500 $ | |||||
| Cooper Financial Group | 210.225 $ | -327.053 $ | -60,9 % | 537.278 $ | -198.696 $ | -27,0 % | 735.974 $ | +457.004 $ | +163,8 % | 278.970 $ | ||
| TCFG WEALTH MANAGEMENT, LLC | 721.473 $ | +54.063 $ | +8,1 % | 667.410 $ | ||||||||
| TCFG Investment Advisors, LLC | 496.215 $ | -69.281 $ | -12,3 % | 565.496 $ | -155.977 $ | -21,6 % | 721.473 $ | |||||
| Investor's Fiduciary Advisor Network, LLC | 707.000 $ | +408.000 $ | +136,5 % | 299.000 $ | ||||||||
| HRC WEALTH MANAGEMENT, LLC | 432.880 $ | -11.774 $ | -2,6 % | 444.654 $ | -109.926 $ | -19,8 % | 554.580 $ | -146.280 $ | -20,9 % | 700.860 $ | ||
| Csenge Advisory Group | 451.227 $ | -51.234 $ | -10,2 % | 502.461 $ | -189.260 $ | -27,4 % | 691.721 $ | +15.566 $ | +2,3 % | 676.155 $ | ||
| Kings Path Partners LLC | 689.550 $ | |||||||||||
| Syntegra Private Wealth Group, LLC | 665.047 $ | +18.124 $ | +2,8 % | 646.923 $ | +116.973 $ | +22,1 % | 529.950 $ | |||||
| Boston Partners | 664.720 $ | |||||||||||
| Spectrum Strategic Capital Management, LLC | 513.754 $ | -149.469 $ | -22,5 % | 663.223 $ | ||||||||
| Capital Investment Counsel, Inc | 537.627 $ | +37.223 $ | +7,4 % | 500.404 $ | -138.466 $ | -21,7 % | 638.870 $ | +92.690 $ | +17,0 % | 546.180 $ | ||
| BOKF, NA | 98.796 $ | -527.709 $ | -84,2 % | 626.505 $ | ||||||||
| Chicago Partners Investment Group LLC | 455.537 $ | +16.041 $ | +3,6 % | 439.496 $ | -180.130 $ | -29,1 % | 619.626 $ | +26.366 $ | +4,4 % | 593.260 $ | ||
| Seven Springs Wealth Group, LLC | 385.382 $ | -233.141 $ | -37,7 % | 618.523 $ | +56.173 $ | +10,0 % | 562.350 $ | |||||
| MILESTONE ASSET MANAGEMENT, LLC | 461.469 $ | -155.213 $ | -25,2 % | 616.682 $ | +21.977 $ | +3,7 % | 594.705 $ | |||||
| EARNED WEALTH ADVISORS, LLC | 461.794 $ | -153.335 $ | -24,9 % | 615.129 $ | +56.319 $ | +10,1 % | 558.810 $ | |||||
| Advisory Services Network, LLC | 261.021 $ | -65.921 $ | -20,2 % | 326.942 $ | -280.783 $ | -46,2 % | 607.725 $ | |||||
| EVOLVE PRIVATE WEALTH, LLC | 428.029 $ | -167.539 $ | -28,1 % | 595.568 $ | +283.568 $ | +90,9 % | 312.000 $ | |||||
| RMR Wealth Builders | 450.386 $ | -129.823 $ | -22,4 % | 580.209 $ | +44.184 $ | +8,2 % | 536.025 $ | |||||
| HRT FINANCIAL LP | 524.000 $ | -50.000 $ | -8,7 % | 574.000 $ | ||||||||
| United Advisor Group, LLC | 290.000 $ | -66.625 $ | -18,7 % | 356.625 $ | -134.059 $ | -27,3 % | 490.684 $ | -82.157 $ | -14,3 % | 572.841 $ | ||
| Summit Financial, LLC | 276.126 $ | -217.950 $ | -44,1 % | 494.076 $ | -77.391 $ | -13,5 % | 571.467 $ | |||||
| LRI Investments, LLC | 447.392 $ | -116.435 $ | -20,7 % | 563.827 $ | +79.282 $ | +16,4 % | 484.545 $ | |||||
| Rehmann Capital Advisory Group | 358.466 $ | -188.918 $ | -34,5 % | 547.384 $ | +206.944 $ | +60,8 % | 340.440 $ | |||||
| Fiduciary Alliance LLC | 281.013 $ | -70.059 $ | -20,0 % | 351.072 $ | -187.488 $ | -34,8 % | 538.560 $ | |||||
| Savvy Advisors, Inc. | 343.564 $ | -185.036 $ | -35,0 % | 528.600 $ | +6.660 $ | +1,3 % | 521.940 $ | |||||
| BlackRock, Inc. | 370.404 $ | -155.585 $ | -29,6 % | 525.989 $ | +31.964 $ | +6,5 % | 494.025 $ | |||||
| Independent Advisor Alliance | 520.524 $ | |||||||||||
| Prime Capital Investment Advisors, LLC | 497.964 $ | -22.311 $ | -4,3 % | 520.275 $ | ||||||||
| Regal Investment Advisors LLC | 379.759 $ | -107.203 $ | -22,0 % | 486.962 $ | -26.713 $ | -5,2 % | 513.675 $ | |||||
| Plancorp, LLC | 506.062 $ | |||||||||||
| Bluespring Wealth Management, LLC | 503.552 $ | |||||||||||
| Wealthspire Advisors, LLC | 502.564 $ | +76.168 $ | +17,9 % | 426.396 $ | +16.671 $ | +4,1 % | 409.725 $ | |||||
| JPMORGAN CHASE & CO | 65.525 $ | -7.295 $ | -10,0 % | 72.820 $ | -419.180 $ | -85,2 % | 492.000 $ | |||||
| Bleakley Financial Group, LLC | 423.869 $ | +133.693 $ | +46,1 % | 290.176 $ | -199.169 $ | -40,7 % | 489.345 $ | |||||
| PFG Investments, LLC | 303.902 $ | -182.971 $ | -37,6 % | 486.873 $ | +28.503 $ | +6,2 % | 458.370 $ | |||||
| AlphaCore Capital LLC | 291.786 $ | -68.042 $ | -18,9 % | 359.828 $ | -74.609 $ | -17,2 % | 434.437 $ | -44.753 $ | -9,3 % | 479.190 $ | ||
| CLG LLC | 342.294 $ | -29.356 $ | -7,9 % | 371.650 $ | -101.983 $ | -21,5 % | 473.633 $ | +36.938 $ | +8,5 % | 436.695 $ | ||
| RFG Advisory, LLC | 462.442 $ | -11.054 $ | -2,3 % | 473.496 $ | ||||||||
| BlueChip Wealth Advisors LLC | 247.917 $ | -108.978 $ | -30,5 % | 356.895 $ | +44.975 $ | +14,4 % | 311.920 $ | -158.575 $ | -33,7 % | 470.495 $ | ||
| QUANTUM FINANCIAL PARTNERS LLC | 463.817 $ | +115.448 $ | +33,1 % | 348.369 $ | ||||||||
| Cruiser Capital Advisors, LLC | 362.979 $ | -100.440 $ | -21,7 % | 463.419 $ | ||||||||
| Intelligence Driven Advisers, LLC | 462.512 $ | +5.732 $ | +1,3 % | 456.780 $ | ||||||||
| Cornerstone Wealth Management, LLC | 326.159 $ | -12.930 $ | -3,8 % | 339.089 $ | -109.120 $ | -24,3 % | 448.209 $ | +52.554 $ | +13,3 % | 395.655 $ | ||
| FAS Wealth Partners, Inc. | 437.655 $ | |||||||||||
| SFM, LLC d/b/a Sweeney Financial Advisors | 300.914 $ | -16.479 $ | -5,2 % | 317.393 $ | -102.179 $ | -24,4 % | 419.572 $ | |||||
| Providence Wealth Advisors, LLC | 324.149 $ | -2.405 $ | -0,7 % | 326.554 $ | -88.694 $ | -21,4 % | 415.248 $ | +38.998 $ | +10,4 % | 376.250 $ | ||
| Hilltop Holdings Inc. | 326.021 $ | -84.634 $ | -20,6 % | 410.655 $ | ||||||||
| BETO FINANCIAL GROUP, LLC | 279.327 $ | -127.395 $ | -31,3 % | 406.722 $ | ||||||||
| Tidal Investments LLC | 330.103 $ | -71.543 $ | -17,8 % | 401.646 $ | ||||||||
| R2 Capital Strategies, LLC | 401.241 $ | +46.690 $ | +13,2 % | 354.551 $ | ||||||||
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 400.619 $ | +207.704 $ | +107,7 % | 192.915 $ | ||||||||
| PFG Advisors | 257.086 $ | -6.578 $ | -2,5 % | 263.664 $ | -136.899 $ | -34,2 % | 400.563 $ | +130.023 $ | +48,1 % | 270.540 $ | ||
| Madison Wealth Partners, Inc | 311.565 $ | -86.214 $ | -21,7 % | 397.779 $ | +19.927 $ | +5,3 % | 377.852 $ | |||||
| AMERIFLEX GROUP, INC. | 333.833 $ | -62.665 $ | -15,8 % | 396.498 $ | ||||||||
| WILLNER & HELLER, LLC | 392.865 $ | |||||||||||
| Cornerstone Wealth, LLC/TN | 318.105 $ | -68.241 $ | -17,7 % | 386.346 $ | ||||||||
| Castleview Partners, LLC | 344.298 $ | +19.828 $ | +6,1 % | 324.470 $ | -59.503 $ | -15,5 % | 383.973 $ | |||||
| Concorde Asset Management, LLC | 378.636 $ | |||||||||||
| Sage Mountain Advisors LLC | 374.670 $ | |||||||||||
| TrueMark Investments, LLC | 361.275 $ | |||||||||||
| Gen-Wealth Partners Inc | 37.963 $ | -4.028 $ | -9,6 % | 41.991 $ | -97.547 $ | -69,9 % | 139.538 $ | -221.422 $ | -61,3 % | 360.960 $ | ||
| Beaumont Financial Advisors, LLC | 348.618 $ | -7.096 $ | -2,0 % | 355.714 $ | ||||||||
| EverSource Wealth Advisors, LLC | 173.992 $ | -35.940 $ | -17,1 % | 209.932 $ | -112.431 $ | -34,9 % | 322.363 $ | -32.147 $ | -9,1 % | 354.510 $ | ||
| AVISO WEALTH MANAGEMENT | 253.274 $ | -24.805 $ | -8,9 % | 278.079 $ | -76.047 $ | -21,5 % | 354.126 $ | +59.871 $ | +20,3 % | 294.255 $ | ||
| Sound View Wealth Advisors Group, LLC | 352.005 $ | |||||||||||
| Vise Technologies, Inc. | 284.282 $ | -63.046 $ | -18,2 % | 347.328 $ | +103.953 $ | +42,7 % | 243.375 $ | +0 $ | +0,0 % | 243.375 $ | ||
| Wealth Care LLC | 344.765 $ | +110.780 $ | +47,3 % | 233.985 $ | ||||||||
| Fisher Asset Management, LLC | 337.965 $ | |||||||||||
| Synergy Investment Management, LLC | 233.787 $ | -103.805 $ | -30,7 % | 337.592 $ | +17.762 $ | +5,6 % | 319.830 $ | |||||
| Plan Group Financial, LLC | 333.210 $ | |||||||||||
| Professional Financial Advisors, LLC | 332.940 $ | |||||||||||
| Trilogy Capital Inc. | 331.246 $ | +27.167 $ | +8,9 % | 304.079 $ | ||||||||
| BIP Wealth, LLC | 247.307 $ | -83.713 $ | -25,3 % | 331.020 $ | +54.780 $ | +19,8 % | 276.240 $ | |||||
| JMG Financial Group, Ltd. | 258.224 $ | -71.387 $ | -21,7 % | 329.611 $ | +17.836 $ | +5,7 % | 311.775 $ | |||||
| Sentinel Advisory Group, LLC | 242.949 $ | -82.989 $ | -25,5 % | 325.938 $ | ||||||||
| GTS SECURITIES LLC | 316.560 $ | |||||||||||
| ZACKS INVESTMENT MANAGEMENT | 160.387 $ | -129.271 $ | -44,6 % | 289.658 $ | -21.847 $ | -7,0 % | 311.505 $ | |||||
| KEYBANK NATIONAL ASSOCIATION/OH | 309.285 $ | |||||||||||
| PARTNERS WEALTH MANAGEMENT, LLC | 305.052 $ | |||||||||||
| Ritter Daniher Financial Advisory LLC / DE | 251.776 $ | -52.457 $ | -17,2 % | 304.233 $ | +115.833 $ | +61,5 % | 188.400 $ | |||||
| FIRST TRUST ADVISORS LP | 233.096 $ | -70.834 $ | -23,3 % | 303.930 $ | ||||||||
| Sound Income Strategies, LLC | 163.918 $ | -17.333 $ | -9,6 % | 181.251 $ | -65.512 $ | -26,5 % | 246.763 $ | -52.368 $ | -17,5 % | 299.131 $ | ||
| SeaCrest Wealth Management, LLC | 202.425 $ | -3.543 $ | -1,7 % | 205.968 $ | -88.007 $ | -29,9 % | 293.975 $ | +30.725 $ | +11,7 % | 263.250 $ | ||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 292.000 $ | |||||||||||
| Intrua Financial, LLC | 163.697 $ | -6.136 $ | -3,6 % | 169.833 $ | -117.952 $ | -41,0 % | 287.785 $ | +18.940 $ | +7,0 % | 268.845 $ | ||
| Inspire Advisors, LLC | 278.934 $ | -2.117 $ | -0,8 % | 281.051 $ | +65.561 $ | +30,4 % | 215.490 $ | |||||
| Continuum Advisory, LLC | 204.040 $ | -75.184 $ | -26,9 % | 279.224 $ | +29.669 $ | +11,9 % | 249.555 $ | |||||
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 134.525 $ | -118.761 $ | -46,9 % | 253.286 $ | -20.179 $ | -7,4 % | 273.465 $ | |||||
| Benson Wealth Management INC | 269.490 $ | |||||||||||
| CHOREO, LLC | 268.545 $ | |||||||||||
| TUCKER ASSET MANAGEMENT LLC | 161.337 $ | -16.419 $ | -9,2 % | 177.756 $ | -57.922 $ | -24,6 % | 235.678 $ | -30.002 $ | -11,3 % | 265.680 $ | ||
| AXXCESS WEALTH MANAGEMENT, LLC | 262.410 $ | |||||||||||
| Total Clarity Wealth Management, Inc. | 135.782 $ | -98.700 $ | -42,1 % | 234.482 $ | -23.998 $ | -9,3 % | 258.480 $ | |||||
| Brucke Financial, Inc. | 168.750 $ | -16.701 $ | -9,0 % | 185.451 $ | -68.997 $ | -27,1 % | 254.448 $ | +24.693 $ | +10,7 % | 229.755 $ | ||
| Signal Advisors Wealth, LLC | 147.109 $ | -43.679 $ | -22,9 % | 190.788 $ | -60.387 $ | -24,0 % | 251.175 $ | |||||
| American Institute for Advanced Investment Management, LLP | 250.980 $ | |||||||||||
| Sowell Financial Services LLC | 169.365 $ | -6.348 $ | -3,6 % | 175.713 $ | -74.246 $ | -29,7 % | 249.959 $ | +96.359 $ | +62,7 % | 153.600 $ | ||
| INSIGNEO ADVISORY SERVICES, LLC | 210.606 $ | -37.165 $ | -15,0 % | 247.771 $ | +24.016 $ | +10,7 % | 223.755 $ | |||||
| WEATHERLY ASSET MANAGEMENT L. P. | 245.805 $ | |||||||||||
| Boreal Capital Management LLC | 191.819 $ | -53.079 $ | -21,7 % | 244.898 $ | +23.738 $ | +10,7 % | 221.160 $ | |||||
| AMERIPRISE FINANCIAL INC | 243.555 $ | |||||||||||
| AJ Advisors, LLC | 242.985 $ | |||||||||||
| Gaddis Premier Wealth Advisors LLC | 134.288 $ | -2.351 $ | -1,7 % | 136.639 $ | -35.269 $ | -20,5 % | 171.908 $ | -64.762 $ | -27,4 % | 236.670 $ | ||
| Commerce Advisors, LLC | 153.374 $ | -28.571 $ | -15,7 % | 181.945 $ | -54.449 $ | -23,0 % | 236.394 $ | |||||
| Cross Staff Investments Inc | 175.609 $ | -59.207 $ | -25,2 % | 234.816 $ | +15.081 $ | +6,9 % | 219.735 $ | |||||
| Apollon Wealth Management, LLC | 197.542 $ | -31.369 $ | -13,7 % | 228.911 $ | +9.419 $ | +4,3 % | 219.492 $ | +47.667 $ | +27,7 % | 171.825 $ | ||
| Composition Wealth, LLC | 222.240 $ | |||||||||||
| Gateway Wealth Partners, LLC | 222.146 $ | |||||||||||
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 221.876 $ | |||||||||||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 218.692 $ | +1.792 $ | +0,8 % | 216.900 $ | ||||||||
| Belpointe Asset Management LLC | 218.250 $ | |||||||||||
| PRIVATE TRUST CO NA | 217.820 $ | +2.296 $ | +1,1 % | 215.524 $ | ||||||||
| Golden State Wealth Management, LLC | 915 $ | -64.944 $ | -98,6 % | 65.859 $ | -148.686 $ | -69,3 % | 214.545 $ | |||||
| Bright Futures Wealth Management, LLC. | 203.977 $ | -7.713 $ | -3,6 % | 211.690 $ | ||||||||
| Lifeworks Advisors, LLC | 189.005 $ | -21.985 $ | -10,4 % | 210.990 $ | ||||||||
| 25 LLC | 157.816 $ | -5.915 $ | -3,6 % | 163.731 $ | -45.306 $ | -21,7 % | 209.037 $ | +20.262 $ | +10,7 % | 188.775 $ | ||
| Allen Capital Group, LLC | 208.080 $ | |||||||||||
| Alpine Global Management, LLC | 208.056 $ | |||||||||||
| QUANTIFY CHAOS ADVISORS, LLC | 202.908 $ | |||||||||||
| Robertson Stephens Wealth Management, LLC | 153.413 $ | -4.475 $ | -2,8 % | 157.888 $ | -42.470 $ | -21,2 % | 200.358 $ | +19.983 $ | +11,1 % | 180.375 $ | ||
| CreativeOne Wealth, LLC | 195.123 $ | |||||||||||
| Montis Financial, LLC | 192.030 $ | |||||||||||
| NWF Advisory Services Inc. | 190.816 $ | +2.131 $ | +1,1 % | 188.685 $ | ||||||||
| Eagle Bay Advisors LLC | 188.100 $ | |||||||||||
| SAX WEALTH ADVISORS, LLC | 186.915 $ | +0 $ | +0,0 % | 186.915 $ | ||||||||
| TWO SIGMA SECURITIES, LLC | 140.313 $ | -44.739 $ | -24,2 % | 185.052 $ | ||||||||
| HM PAYSON & CO | 183.705 $ | |||||||||||
| Envision Financial LLC | 143.813 $ | -39.794 $ | -21,7 % | 183.607 $ | ||||||||
| K2 PRINCIPAL FUND, L.P. | 141.809 $ | -39.240 $ | -21,7 % | 181.049 $ | ||||||||
| IFP Advisors, Inc | 90.702 $ | -13.235 $ | -12,7 % | 103.937 $ | -75.534 $ | -42,1 % | 179.471 $ | +22.256 $ | +14,2 % | 157.215 $ | ||
| Cresset Asset Management, LLC | 178.170 $ | |||||||||||
| Curi Capital, LLC | 175.087 $ | +16.972 $ | +10,7 % | 158.115 $ | ||||||||
| Strategic Advocates LLC | 173.655 $ | |||||||||||
| Oregon Pacific Wealth Management, LLC | 172.485 $ | |||||||||||
| Kovack Advisors, Inc. | 172.425 $ | |||||||||||
| Quartz Partners, LLC | 171.510 $ | |||||||||||
| Motiv8 Investments LLC | 171.000 $ | |||||||||||
| Safeguard Investment Advisory Group, LLC | 137.199 $ | -33.796 $ | -19,8 % | 170.995 $ | +4.330 $ | +2,6 % | 166.665 $ | |||||
| BOS Asset Management, LLC | 131.733 $ | -2.299 $ | -1,7 % | 134.032 $ | -34.588 $ | -20,5 % | 168.620 $ | +18.125 $ | +12,0 % | 150.495 $ | ||
| SMITH, MOORE & CO. | 132.912 $ | -34.999 $ | -20,8 % | 167.911 $ | ||||||||
| Keystone Financial Group | 130.558 $ | -36.126 $ | -21,7 % | 166.684 $ | ||||||||
| Applied Capital LLC | 164.055 $ | |||||||||||
| KWB Wealth | 146.376 $ | -624 $ | -0,4 % | 147.000 $ | -15.045 $ | -9,3 % | 162.045 $ | +0 $ | +0,0 % | 162.045 $ | ||
| SFG Wealth Management, LLC. | 160.260 $ | |||||||||||
| Carmel Capital Partners, LLC | 159.960 $ | |||||||||||
| Resurgent Financial Advisors LLC | 153.510 $ | |||||||||||
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 52.560 $ | -100.670 $ | -65,7 % | 153.230 $ | +48.755 $ | +46,7 % | 104.475 $ | |||||
| SAGESPRING WEALTH PARTNERS, LLC | 136.531 $ | -564 $ | -0,4 % | 137.095 $ | ||||||||
| Luminist Capital LLC | 105.186 $ | -29.106 $ | -21,7 % | 134.292 $ | ||||||||
| Medallion Wealth Advisors, LLC | 63.998 $ | -69.687 $ | -52,1 % | 133.685 $ | +395 $ | +0,3 % | 133.290 $ | |||||
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 132.422 $ | |||||||||||
| Steward Partners Investment Advisory, LLC | 73.207 $ | -57.879 $ | -44,2 % | 131.086 $ | +119.971 $ | +1.079,4 % | 11.115 $ | |||||
| Legacy Wealth Managment, LLC/ID | 102.945 $ | -26.385 $ | -20,4 % | 129.330 $ | ||||||||
| JONES FINANCIAL COMPANIES LLLP | 1.841 $ | -122.194 $ | -98,5 % | 124.035 $ | +111.810 $ | +914,6 % | 12.225 $ | |||||
| Allworth Financial LP | 94.235 $ | +17.645 $ | +23,0 % | 76.590 $ | -33.795 $ | -30,6 % | 110.385 $ | |||||
| Anchor Investment Management, LLC | 85.578 $ | -23.297 $ | -21,4 % | 108.875 $ | +12.470 $ | +12,9 % | 96.405 $ | |||||
| Arlington Trust Co LLC | 81.059 $ | -3.038 $ | -3,6 % | 84.097 $ | -23.270 $ | -21,7 % | 107.367 $ | +10.407 $ | +10,7 % | 96.960 $ | ||
| Blue Trust, Inc. | 93.285 $ | +48.544 $ | +108,5 % | 44.741 $ | -60.583 $ | -57,5 % | 105.324 $ | +21.384 $ | +25,5 % | 83.940 $ | ||
| INVESTMENT COUNSEL CO OF NEVADA | 78.867 $ | -21.823 $ | -21,7 % | 100.690 $ | +9.760 $ | +10,7 % | 90.930 $ | |||||
| Global Assets Advisory, LLC | 99.658 $ | |||||||||||
| Wealth Watch Advisors, INC | 93.690 $ | |||||||||||
| BANK OF AMERICA CORP /DE/ | 91.605 $ | |||||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 44.819 $ | +21.881 $ | +95,4 % | 22.938 $ | -67.362 $ | -74,6 % | 90.300 $ | |||||
| CIBC Private Wealth Group LLC | 89.782 $ | |||||||||||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 88.598 $ | |||||||||||
| DiNuzzo Private Wealth, Inc. | 81.660 $ | |||||||||||
| Private Wealth Asset Management, LLC | 53.237 $ | -19.482 $ | -26,8 % | 72.719 $ | ||||||||
| Asset Dedication, LLC | 4.214 $ | -158 $ | -3,6 % | 4.372 $ | -65.158 $ | -93,7 % | 69.530 $ | +6.740 $ | +10,7 % | 62.790 $ | ||
| Security National Bank | 69.513 $ | |||||||||||
| MassMutual Private Wealth & Trust, FSB | 49.809 $ | -1.867 $ | -3,6 % | 51.676 $ | -15.810 $ | -23,4 % | 67.486 $ | +6.512 $ | +10,7 % | 60.974 $ | ||
| TD Waterhouse Canada Inc. | 50.400 $ | -1.440 $ | -2,8 % | 51.840 $ | -14.280 $ | -21,6 % | 66.120 $ | +6.480 $ | +10,9 % | 59.640 $ | ||
| Cassaday & Co Wealth Management LLC | 65.459 $ | +43.667 $ | +200,4 % | 21.792 $ | -6.030 $ | -21,7 % | 27.822 $ | |||||
| First Command Advisory Services, Inc. | 17.785 $ | -45.616 $ | -71,9 % | 63.401 $ | +26.651 $ | +72,5 % | 36.750 $ | |||||
| Transce3nd, LLC | 59.667 $ | +53.124 $ | +811,9 % | 6.543 $ | -1.862 $ | -22,2 % | 8.405 $ | +344 $ | +4,3 % | 8.061 $ | ||
| Litman Gregory Wealth Management LLC | 56.325 $ | |||||||||||
| COMERICA BANK | 54.480 $ | |||||||||||
| Arkos Global Advisors | 54.000 $ | |||||||||||
| GHP Investment Advisors, Inc. | 6.505 $ | -11.766 $ | -64,4 % | 18.271 $ | -35.309 $ | -65,9 % | 53.580 $ | |||||
| CENTRAL TRUST Co | 53.115 $ | |||||||||||
| Valued Wealth Advisors LLC | 40.175 $ | -11.117 $ | -21,7 % | 51.292 $ | ||||||||
| Reyes Financial Architecture, Inc. | 51.225 $ | +4.965 $ | +10,7 % | 46.260 $ | ||||||||
| VIMA LLC | 45.269 $ | -1.697 $ | -3,6 % | 46.966 $ | ||||||||
| MAI Capital Management | 46.409 $ | +3.869 $ | +9,1 % | 42.540 $ | ||||||||
| Smithfield Trust Co | 44.000 $ | |||||||||||
| New Millennium Group LLC | 37.695 $ | |||||||||||
| BFC Planning, Inc. | 23.746 $ | -12.835 $ | -35,1 % | 36.581 $ | +4.001 $ | +12,3 % | 32.580 $ | |||||
| Clearstead Advisors, LLC | 28.149 $ | -6.894 $ | -19,7 % | 35.043 $ | +4.023 $ | +13,0 % | 31.020 $ | |||||
| REAP Financial Group, LLC | 34.650 $ | |||||||||||
| Kingdom Financial Group LLC. | 15.224 $ | -17.299 $ | -53,2 % | 32.523 $ | +13.219 $ | +68,5 % | 19.304 $ | -10.996 $ | -36,3 % | 30.300 $ | ||
| WPG Advisers, LLC | 21.364 $ | +5.754 $ | +36,9 % | 15.610 $ | -15.929 $ | -50,5 % | 31.539 $ | +3.624 $ | +13,0 % | 27.915 $ | ||
| Indiana Trust & Investment Management Co | 27.373 $ | |||||||||||
| Strategic Wealth Partners, Ltd. | 21.639 $ | -5.308 $ | -19,7 % | 26.947 $ | +3.097 $ | +13,0 % | 23.850 $ | |||||
| IFC & Insurance Marketing, Inc. | 26.000 $ | |||||||||||
| TopTier Wealth Management, LLC | 24.151 $ | |||||||||||
| CoreCap Advisors, LLC | 6.357 $ | -26 $ | -0,4 % | 6.383 $ | -17.411 $ | -73,2 % | 23.794 $ | |||||
| Triumph Capital Management | 17.552 $ | -73 $ | -0,4 % | 17.625 $ | -4.322 $ | -19,7 % | 21.947 $ | +2.522 $ | +13,0 % | 19.425 $ | ||
| Kilter Group LLC | 21.870 $ | |||||||||||
| Commonwealth Retirement Investments LLC | 18.422 $ | -2.818 $ | -13,3 % | 21.240 $ | ||||||||
| AdvisorNet Financial, Inc | 16.781 $ | -4.115 $ | -19,7 % | 20.896 $ | +2.401 $ | +13,0 % | 18.495 $ | |||||
| Dunhill Financial, LLC | 20.895 $ | |||||||||||
| HURRICANE CAPITAL ADVISORS LLC | 19.590 $ | |||||||||||
| Lloyd Advisory Services, LLC. | 8.513 $ | -35 $ | -0,4 % | 8.548 $ | -10.756 $ | -55,7 % | 19.304 $ | +9.884 $ | +104,9 % | 9.420 $ | ||
| Capital Analysts, LLC | 19.000 $ | |||||||||||
| United Community Bank | 17.972 $ | +12.958 $ | +258,4 % | 5.014 $ | ||||||||
| Quest 10 Wealth Builders, Inc. | 13.506 $ | -506 $ | -3,6 % | 14.012 $ | -3.877 $ | -21,7 % | 17.889 $ | +1.734 $ | +10,7 % | 16.155 $ | ||
| Pinnacle Wealth Planning Services, Inc. | 16.478 $ | +11.482 $ | +229,8 % | 4.996 $ | -1.382 $ | -21,7 % | 6.378 $ | +618 $ | +10,7 % | 5.760 $ | ||
| Tower Research Capital LLC (TRC) | 3.252 $ | -13.059 $ | -80,1 % | 16.311 $ | ||||||||
| Truvestments Capital LLC | 6.466 $ | -1.789 $ | -21,7 % | 8.255 $ | -7.255 $ | -46,8 % | 15.510 $ | |||||
| ASSETMARK, INC | 188 $ | -332 $ | -63,8 % | 520 $ | -14.870 $ | -96,6 % | 15.390 $ | |||||
| Rialto Wealth Management, LLC | 14.168 $ | |||||||||||
| GPS Wealth Strategies Group, LLC | 13.980 $ | |||||||||||
| Signature Resources Capital Management, LLC | 13.608 $ | |||||||||||
| Vermillion Wealth Management, Inc. | 13.395 $ | |||||||||||
| Walsh & Associates, LLC | 12.015 $ | |||||||||||
| BESSEMER GROUP INC | 1.000 $ | +0 $ | +0,0 % | 1.000 $ | -10.000 $ | -90,9 % | 11.000 $ | |||||
| WFA of San Diego, LLC | 9.102 $ | -1.473 $ | -13,9 % | 10.575 $ | ||||||||
| Privatperson | 8.132 $ | -34 $ | -0,4 % | 8.166 $ | -2.003 $ | -19,7 % | 10.169 $ | +1.169 $ | +13,0 % | 9.000 $ | ||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 10.155 $ | |||||||||||
| Ankerstar Wealth, LLC | 7.702 $ | -2.131 $ | -21,7 % | 9.833 $ | +953 $ | +10,7 % | 8.880 $ | |||||
| TWIN PEAKS WEALTH ADVISORS, LLC | 9.650 $ | |||||||||||
| GILL CAPITAL PARTNERS, LLC | 7.594 $ | -1.863 $ | -19,7 % | 9.457 $ | ||||||||
| BARRETT & COMPANY, INC. | 8.795 $ | +1.010 $ | +13,0 % | 7.785 $ | ||||||||
| Lodestone Wealth Management LLC | 8.205 $ | |||||||||||
| GK Wealth Management LLC | 8.132 $ | |||||||||||
| Navalign, LLC | 7.995 $ | |||||||||||
| HUNTINGTON NATIONAL BANK | 7.923 $ | |||||||||||
| BROWN BROTHERS HARRIMAN & CO | 7.365 $ | |||||||||||
| Elevated Capital Advisors, LLC | 6.525 $ | |||||||||||
| Three Bearings Fiduciary Advisors, Inc. | 6.019 $ | |||||||||||
| Vision Retirement, LLC | 5.464 $ | |||||||||||
| Salomon & Ludwin, LLC | 3.754 $ | -16 $ | -0,4 % | 3.770 $ | -961 $ | -20,3 % | 4.731 $ | +537 $ | +12,8 % | 4.194 $ | ||
| PITTENGER & ANDERSON INC | 4.665 $ | |||||||||||
| Key Capital Management, INC | 174 $ | -4.476 $ | -96,3 % | 4.650 $ | ||||||||
| Smartleaf Asset Management LLC | 4.605 $ | |||||||||||
| Key FInancial Inc | 4.410 $ | |||||||||||
| Moisand Fitzgerald Tamayo, LLC | 3.173 $ | -119 $ | -3,6 % | 3.292 $ | -911 $ | -21,7 % | 4.203 $ | +408 $ | +10,8 % | 3.795 $ | ||
| Transamerica Financial Advisors, LLC | 3.266 $ | -800 $ | -19,7 % | 4.066 $ | +466 $ | +12,9 % | 3.600 $ | |||||
| Keating Financial Advisory Services, Inc. | 3.122 $ | -864 $ | -21,7 % | 3.986 $ | ||||||||
| Beaird Harris Wealth Management, LLC | 3.022 $ | -741 $ | -19,7 % | 3.763 $ | +433 $ | +13,0 % | 3.330 $ | |||||
| TOUNJIAN ADVISORY PARTNERS, LLC | 3.714 $ | -16 $ | -0,4 % | 3.730 $ | ||||||||
| JPL Wealth Management, LLC | 2.368 $ | -656 $ | -21,7 % | 3.024 $ | ||||||||
| PlanVest Financial, Inc | 2.225 $ | -615 $ | -21,7 % | 2.840 $ | ||||||||
| SHP Wealth Management | 2.595 $ | |||||||||||
| Quaker Wealth Management, LLC | 1.104 $ | -41 $ | -3,6 % | 1.145 $ | -1.347 $ | -54,1 % | 2.492 $ | +242 $ | +10,8 % | 2.250 $ | ||
| Hughes Financial Services, LLC | 1.532 $ | -55 $ | -3,5 % | 1.587 $ | -439 $ | -21,7 % | 2.026 $ | +196 $ | +10,7 % | 1.830 $ | ||
| CITY HOLDING CO | 1.528 $ | |||||||||||
| JNBA Financial Advisors | 1.455 $ | |||||||||||
| ORG Partners LLC | 1.305 $ | |||||||||||
| Crews Bank & Trust | 1.210 $ | |||||||||||
| Navigoe, LLC | 1.000 $ | |||||||||||
| Mosley Wealth Management | 176 $ | -1 $ | -0,6 % | 177 $ | ||||||||
| Russell Investments Group, Ltd. | 26 $ | -7 $ | -21,2 % | 33 $ | +3 $ | +10,0 % | 30 $ | |||||
| Estate Planners Group, LLC | 0 $ | |||||||||||
| Gesamt | 262.782.895 $ | -81.672.020 $ | +0,0 % | 1.070.853.565 $ | -141.618.304 $ | +42,2 % | 1.230.923.764 $ | +180.027.242 $ | +408,4 % | 1.025.418.962 $ | ||