| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 147.339.539 $ | -9.280.298 $ | +12,4 % | 373.976.491 $ | +16.266.239 $ | +30,9 % | 360.785.239 $ | -24.767.303 $ | +14,3 % | 351.398.190 $ | -36.132.393 $ | +11,9 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 31.604.425 $ | +1.002.098 $ | +3,3 % | 30.602.327 $ | -849.924 $ | -2,7 % | 31.452.251 $ | -12.573.697 $ | -28,6 % | 44.025.948 $ | -13.737.052 $ | -23,8 % |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 27.165.620 $ | +6.722.668 $ | +32,9 % | 20.442.952 $ | ||||||||
| Cambridge Investment Research Advisors, Inc. | 12.287.000 $ | -13.953.000 $ | -53,2 % | 26.240.000 $ | +6.805.000 $ | +35,0 % | 19.435.000 $ | -7.285.000 $ | -27,3 % | 26.720.000 $ | -4.904.000 $ | -15,5 % |
| Wagner Wealth Management, LLC | 25.630.748 $ | +1.436.791 $ | +5,9 % | 24.193.957 $ | +6.473.216 $ | +36,5 % | 17.720.741 $ | +15.236.865 $ | +613,4 % | 2.483.876 $ | -658.207 $ | -20,9 % |
| SIT INVESTMENT ASSOCIATES INC | 21.504.000 $ | +1.697.000 $ | +8,6 % | 19.807.000 $ | -650.000 $ | -3,2 % | 20.457.000 $ | -524.000 $ | -2,5 % | |||
| Thomas J. Herzfeld Advisors, Inc. | 19.568.649 $ | +800.980 $ | +4,3 % | 18.767.669 $ | +6.799.049 $ | +56,8 % | 11.968.620 $ | +5.310.773 $ | +79,8 % | |||
| Cetera Investment Advisers | 10.684.357 $ | -865.424 $ | -7,5 % | 11.549.781 $ | -6.776.611 $ | -37,0 % | 18.326.392 $ | -10.529.177 $ | -36,5 % | |||
| Arkadios Wealth Advisors | 625.671 $ | -17.548.337 $ | -96,6 % | 18.174.008 $ | +17.482.030 $ | +2.526,4 % | 691.978 $ | -156.580 $ | -18,5 % | |||
| LPL Financial LLC | 11.352.093 $ | -341.168 $ | -2,9 % | 11.693.261 $ | -4.348.706 $ | -27,1 % | 16.041.967 $ | -2.013.236 $ | -11,2 % | |||
| MORGAN STANLEY | 14.624.228 $ | +6.879.898 $ | +88,8 % | 7.744.330 $ | -2.632.256 $ | -25,4 % | 10.376.586 $ | +2.933.854 $ | +39,4 % | |||
| VISTA FINANCE, LLC | 8.770.680 $ | -949.259 $ | -9,8 % | 9.719.939 $ | -439.989 $ | -4,3 % | 10.159.928 $ | -2.897.175 $ | -22,2 % | 13.057.103 $ | -1.937.662 $ | -12,9 % |
| ENVESTNET ASSET MANAGEMENT INC | 12.410.227 $ | +1.124.208 $ | +10,0 % | 11.286.019 $ | +3.049.245 $ | +37,0 % | 8.236.774 $ | +1.273.810 $ | +18,3 % | |||
| EVERGREEN CAPITAL MANAGEMENT LLC | 11.349.405 $ | +569.897 $ | +5,3 % | 10.779.508 $ | +5.159.292 $ | +91,8 % | 5.620.216 $ | |||||
| Pathstone Holdings, LLC | 10.653.336 $ | +308.873 $ | +3,0 % | 10.344.463 $ | ||||||||
| Blackstone Inc. | 8.298.096 $ | -182.924 $ | -2,2 % | 8.481.020 $ | -1.995.534 $ | -19,0 % | 10.476.554 $ | -1.014.396 $ | -8,8 % | |||
| Rockefeller Capital Management L.P. | 9.674.922 $ | +1.600.871 $ | +19,8 % | 8.074.051 $ | -88.545 $ | -1,1 % | 8.162.596 $ | -373.000 $ | -4,4 % | |||
| OSAIC HOLDINGS, INC. | 5.682.077 $ | +27.469 $ | +0,5 % | 5.654.608 $ | -1.810.226 $ | -24,3 % | 7.464.834 $ | -1.588.420 $ | -17,5 % | |||
| Summit Financial, LLC | 5.803.237 $ | -54.405 $ | -0,9 % | 5.857.642 $ | -865.593 $ | -12,9 % | 6.723.235 $ | -867.131 $ | -11,4 % | |||
| Matisse Capital | 6.424.200 $ | +211.650 $ | +3,4 % | 6.212.550 $ | +429.150 $ | +7,4 % | 5.783.400 $ | +126.517 $ | +2,2 % | 5.656.883 $ | ||
| RAYMOND JAMES FINANCIAL INC | 4.901.368 $ | +43.471 $ | +0,9 % | 4.857.897 $ | -1.492.434 $ | -23,5 % | 6.350.331 $ | +1.764.174 $ | +38,5 % | |||
| INDEPENDENT FINANCIAL GROUP, LLC | 5.717.606 $ | +128.230 $ | +2,3 % | 5.589.376 $ | +1.430.271 $ | +34,4 % | 4.159.105 $ | -926.452 $ | -18,2 % | 5.085.557 $ | -1.152.009 $ | -18,5 % |
| Ellis Investment Partners, LLC | 4.833.337 $ | +236.910 $ | +5,2 % | 4.596.427 $ | +49.762 $ | +1,1 % | 4.546.665 $ | -810.921 $ | -15,1 % | 5.357.586 $ | -493.463 $ | -8,4 % |
| Arax Advisory Partners | 4.894.839 $ | +4.825.486 $ | +6.957,9 % | 69.353 $ | -426.291 $ | -86,0 % | 495.644 $ | +245.234 $ | +97,9 % | |||
| Advisors Asset Management, Inc. | 3.989.819 $ | -11.447 $ | -0,3 % | 4.001.266 $ | -769.315 $ | -16,1 % | 4.770.581 $ | +117.359 $ | +2,5 % | |||
| Kovack Advisors, Inc. | 4.147.470 $ | +1.746.391 $ | +72,7 % | 2.401.079 $ | +1.010.984 $ | +72,7 % | 1.390.095 $ | +307.505 $ | +28,4 % | |||
| Patriot Financial Group Insurance Agency, LLC | 1.614.258 $ | -123.558 $ | -7,1 % | 1.737.816 $ | -2.032.126 $ | -53,9 % | 3.769.942 $ | +1.509.173 $ | +66,8 % | 2.260.769 $ | -164.457 $ | -6,8 % |
| STIFEL FINANCIAL CORP | 186.433 $ | -17.665 $ | -8,7 % | 204.098 $ | -3.293.069 $ | -94,2 % | 3.497.167 $ | +2.331.319 $ | +200,0 % | |||
| JANE STREET GROUP, LLC | 901.807 $ | +59.205 $ | +7,0 % | 842.602 $ | -2.515.324 $ | -74,9 % | 3.357.926 $ | +2.389.600 $ | +246,8 % | |||
| Noble Wealth Management PBC | 3.289.385 $ | +798.692 $ | +32,1 % | 2.490.693 $ | +287.932 $ | +13,1 % | 2.202.761 $ | -312.388 $ | -12,4 % | 2.515.149 $ | +1.477.343 $ | +142,4 % |
| Nicht ausgewiesen | 2.049.179 $ | -527.997 $ | -20,5 % | 2.577.176 $ | -678.391 $ | -20,8 % | 3.255.567 $ | +3.144.097 $ | +2.820,6 % | |||
| Castleview Partners, LLC | 3.099.315 $ | +664.370 $ | +27,3 % | 2.434.945 $ | +232.484 $ | +10,6 % | 2.202.461 $ | +355.440 $ | +19,2 % | 1.847.021 $ | +1.082.208 $ | +141,5 % |
| FIRST TRUST ADVISORS LP | 2.977.915 $ | -346.423 $ | -10,4 % | |||||||||
| Kestra Advisory Services, LLC | 1.807.279 $ | +83.305 $ | +4,8 % | 1.723.974 $ | -713.920 $ | -29,3 % | 2.437.894 $ | -436.698 $ | -15,2 % | 2.874.592 $ | -714.325 $ | -19,9 % |
| Invesco Ltd. | 2.025.740 $ | -537.286 $ | -21,0 % | 2.563.026 $ | -307.210 $ | -10,7 % | 2.870.236 $ | +315.575 $ | +12,4 % | |||
| ABSOLUTE INVESTMENT ADVISERS, LLC | 2.010.677 $ | -744.137 $ | -27,0 % | 2.754.814 $ | -94.485 $ | -3,3 % | 2.849.299 $ | +854.172 $ | +42,8 % | 1.995.127 $ | ||
| Prime Capital Investment Advisors, LLC | 1.399.717 $ | -429.591 $ | -23,5 % | 1.829.308 $ | -205.477 $ | -10,1 % | 2.034.785 $ | -648.699 $ | -24,2 % | 2.683.484 $ | -732.218 $ | -21,4 % |
| North Ground Capital | 447.104 $ | -2.230.396 $ | -83,3 % | 2.677.500 $ | +2.505.296 $ | +1.454,8 % | 172.204 $ | |||||
| HARBOUR INVESTMENTS, INC. | 2.383.915 $ | -219.735 $ | -8,4 % | 2.603.650 $ | -67.254 $ | -2,5 % | 2.670.904 $ | -370.620 $ | -12,2 % | |||
| Marex Group Ltd | 250.039 $ | +58.274 $ | +30,4 % | 191.765 $ | -2.337.672 $ | -92,4 % | 2.529.437 $ | +1.402.527 $ | +124,5 % | |||
| Mariner, LLC | 492.218 $ | -1.245.195 $ | -71,7 % | 1.737.413 $ | -692.447 $ | -28,5 % | 2.429.860 $ | -315.642 $ | -11,5 % | |||
| Cornerstone Wealth Management, LLC | 343.929 $ | -112.988 $ | -24,7 % | 456.917 $ | -1.081.262 $ | -70,3 % | 1.538.179 $ | -602.355 $ | -28,1 % | 2.140.534 $ | +14.451 $ | +0,7 % |
| Stratos Wealth Partners, LTD. | 879.623 $ | -840.768 $ | -48,9 % | 1.720.391 $ | -385.715 $ | -18,3 % | 2.106.106 $ | -420.420 $ | -16,6 % | |||
| U.S. Capital Wealth Advisors, LLC | 1.980.840 $ | |||||||||||
| Fund Advisors of America Inc/FL | 1.434.909 $ | +30.573 $ | +2,2 % | 1.404.336 $ | -565.576 $ | -28,7 % | 1.969.912 $ | |||||
| RIVERBRIDGE PARTNERS LLC | 1.920.527 $ | -44.449 $ | -2,3 % | 1.964.976 $ | +636.659 $ | +47,9 % | 1.328.317 $ | |||||
| Diversified Enterprises, LLC | 1.676.051 $ | +56.432 $ | +3,5 % | 1.619.619 $ | -296.956 $ | -15,5 % | 1.916.575 $ | +1.085.195 $ | +130,5 % | 831.380 $ | ||
| CERTIOR FINANCIAL GROUP, LLC | 1.280.129 $ | -465.870 $ | -26,7 % | 1.745.999 $ | -103.338 $ | -5,6 % | 1.849.337 $ | +23.892 $ | +1,3 % | 1.825.445 $ | -163.168 $ | -8,2 % |
| CWM, LLC | 582.372 $ | -1.187.628 $ | -67,1 % | 1.770.000 $ | +4.000 $ | +0,2 % | ||||||
| Closed-End Fund Advisors, Inc. | 1.520.509 $ | +311.477 $ | +25,8 % | 1.209.032 $ | -138.500 $ | -10,3 % | 1.347.532 $ | -381.327 $ | -22,1 % | 1.728.859 $ | ||
| Apollon Wealth Management, LLC | 522.496 $ | +208.810 $ | +66,6 % | 313.686 $ | +63.460 $ | +25,4 % | 250.226 $ | -1.439.766 $ | -85,2 % | 1.689.992 $ | -126.251 $ | -7,0 % |
| CHOREO, LLC | 1.407.075 $ | +65.663 $ | +4,9 % | 1.341.412 $ | +127.571 $ | +10,5 % | 1.213.841 $ | +412.790 $ | +51,5 % | 801.051 $ | +286.595 $ | +55,7 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 713.257 $ | +35.161 $ | +5,2 % | 678.096 $ | -64.862 $ | -8,7 % | 742.958 $ | -575.514 $ | -43,7 % | 1.318.472 $ | -221.409 $ | -14,4 % |
| Ausdal Financial Partners, Inc. | 813.836 $ | -36.149 $ | -4,3 % | 849.985 $ | -423.431 $ | -33,3 % | 1.273.416 $ | -671.531 $ | -34,5 % | |||
| XTX Topco Ltd | 613.695 $ | +445.395 $ | +264,6 % | 168.300 $ | -1.074.829 $ | -86,5 % | 1.243.129 $ | |||||
| Arlington Capital Management INC | 1.211.645 $ | +101.240 $ | +9,1 % | 1.110.405 $ | ||||||||
| SUMMIT WEALTH GROUP LLC / CO | 333.480 $ | -77.724 $ | -18,9 % | 411.204 $ | +88.807 $ | +27,5 % | 322.397 $ | -835.411 $ | -72,2 % | 1.157.808 $ | +1.077.825 $ | +1.347,6 % |
| Merit Financial Group, LLC | 737.559 $ | +75.273 $ | +11,4 % | 662.286 $ | -492.509 $ | -42,6 % | 1.154.795 $ | -88.236 $ | -7,1 % | |||
| UBS Group AG | 1.153.948 $ | +456.665 $ | +65,5 % | 697.283 $ | -338.607 $ | -32,7 % | 1.035.890 $ | +66.679 $ | +6,9 % | |||
| Modern Wealth Management, LLC | 847.467 $ | -20.555 $ | -2,4 % | 868.022 $ | -276.115 $ | -24,1 % | 1.144.137 $ | -18.318 $ | -1,6 % | |||
| PERRYMAN FINANCIAL ADVISORY INC /AD | 910.802 $ | -226.251 $ | -19,9 % | 1.137.053 $ | ||||||||
| Quarry LP | 1.092.421 $ | -37.469 $ | -3,3 % | 1.129.890 $ | +340.620 $ | +43,2 % | 789.270 $ | |||||
| Miller Global Investments, LLC | 885.505 $ | -19.521 $ | -2,2 % | 905.026 $ | -213.766 $ | -19,1 % | 1.118.792 $ | |||||
| Private Advisor Group, LLC | 446.632 $ | -33.274 $ | -6,9 % | 479.906 $ | -636.466 $ | -57,0 % | 1.116.372 $ | -593.368 $ | -34,7 % | |||
| ROYAL BANK OF CANADA | 816.000 $ | -59.000 $ | -6,7 % | 875.000 $ | -205.000 $ | -19,0 % | 1.080.000 $ | -97.000 $ | -8,2 % | |||
| OPPENHEIMER & CO INC | 1.040.762 $ | +152.677 $ | +17,2 % | 888.085 $ | +227.115 $ | +34,4 % | 660.970 $ | -126.045 $ | -16,0 % | 787.015 $ | +211.529 $ | +36,8 % |
| Focus Partners Wealth | 999.127 $ | +706.941 $ | +241,9 % | 292.186 $ | -133.515 $ | -31,4 % | 425.701 $ | +56.740 $ | +15,4 % | |||
| WEST MICHIGAN ADVISORS, LLC | 644.657 $ | -42.094 $ | -6,1 % | 686.751 $ | -309.464 $ | -31,1 % | 996.215 $ | -91.170 $ | -8,4 % | |||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 904.153 $ | +72.419 $ | +8,7 % | 831.734 $ | +147.704 $ | +21,6 % | 684.030 $ | -244.919 $ | -26,4 % | 928.949 $ | -56.584 $ | -5,7 % |
| Trivium Point Advisory, LLC | 792.994 $ | +11.298 $ | +1,4 % | 781.696 $ | -135.065 $ | -14,7 % | 916.761 $ | -97.427 $ | -9,6 % | |||
| Concorde Asset Management, LLC | 799.037 $ | -115.427 $ | -12,6 % | 914.464 $ | -43.526 $ | -4,5 % | ||||||
| IHT Wealth Management, LLC | 701.308 $ | -44.880 $ | -6,0 % | 746.188 $ | -141.906 $ | -16,0 % | 888.094 $ | +18.483 $ | +2,1 % | |||
| Creative Planning | 560.771 $ | -58.498 $ | -9,4 % | 619.269 $ | -98.281 $ | -13,7 % | 717.550 $ | -161.483 $ | -18,4 % | 879.033 $ | +20.095 $ | +2,3 % |
| Inspire Advisors, LLC | 746.833 $ | -119.497 $ | -13,8 % | 866.330 $ | +629.094 $ | +265,2 % | 237.236 $ | -22.971 $ | -8,8 % | |||
| Calamos Advisors LLC | 865.600 $ | +174.859 $ | +25,3 % | 690.741 $ | +300.326 $ | +76,9 % | 390.415 $ | |||||
| Investmark Advisory Group LLC | 818.943 $ | +385.780 $ | +89,1 % | 433.163 $ | -47.426 $ | -9,9 % | 480.589 $ | -135.425 $ | -22,0 % | 616.014 $ | -57.374 $ | -8,5 % |
| TrueMark Investments, LLC | 817.746 $ | +353.661 $ | +76,2 % | 464.085 $ | ||||||||
| Allen Capital Group, LLC | 563.333 $ | -9.958 $ | -1,7 % | 573.291 $ | -65.372 $ | -10,2 % | 638.663 $ | -165.406 $ | -20,6 % | 804.069 $ | -89.311 $ | -10,0 % |
| Baird Financial Group, Inc. | 793.466 $ | +143.042 $ | +22,0 % | |||||||||
| CITADEL ADVISORS LLC | 789.253 $ | +551.017 $ | +231,3 % | 238.236 $ | ||||||||
| Inscription Capital, LLC | 579.713 $ | -50.377 $ | -8,0 % | 630.090 $ | -150.557 $ | -19,3 % | 780.647 $ | -96.964 $ | -11,0 % | |||
| Mission Hills Financial Advisory, LLC | 777.156 $ | +646.938 $ | +496,8 % | 130.218 $ | +44.462 $ | +51,8 % | 85.756 $ | |||||
| Geneos Wealth Management Inc. | 490.730 $ | +38.224 $ | +8,4 % | 452.506 $ | -321.484 $ | -41,5 % | 773.990 $ | -3.129.649 $ | -80,2 % | |||
| RFG Advisory, LLC | 372.526 $ | -36.451 $ | -8,9 % | 408.977 $ | -110.880 $ | -21,3 % | 519.857 $ | -252.867 $ | -32,7 % | 772.724 $ | -82.215 $ | -9,6 % |
| J.W. COLE ADVISORS, INC. | 610.008 $ | -148.681 $ | -19,6 % | 758.689 $ | -250.295 $ | -24,8 % | ||||||
| Kathmere Capital Management, LLC | 573.921 $ | -25.313 $ | -4,2 % | 599.234 $ | -13.210 $ | -2,2 % | 612.444 $ | -144.104 $ | -19,0 % | 756.548 $ | -73.253 $ | -8,8 % |
| Plancorp, LLC | 726.130 $ | +516.131 $ | +245,8 % | 209.999 $ | -10.434 $ | -4,7 % | 220.433 $ | |||||
| HighTower Advisors, LLC | 574.266 $ | -116.171 $ | -16,8 % | 690.437 $ | +419.509 $ | +154,8 % | 270.928 $ | -104.386 $ | -27,8 % | |||
| Wealthcare Advisory Partners LLC | 490.786 $ | +6.550 $ | +1,4 % | 484.236 $ | -63.126 $ | -11,5 % | 547.362 $ | -130.624 $ | -19,3 % | 677.986 $ | -63.488 $ | -8,6 % |
| Signal Advisors Wealth, LLC | 224.691 $ | -46.361 $ | -17,1 % | 271.052 $ | -121.235 $ | -30,9 % | 392.287 $ | -285.026 $ | -42,1 % | 677.313 $ | -148.916 $ | -18,0 % |
| Strong Retirement Solutions LLC | 212.871 $ | -46.878 $ | -18,0 % | 259.749 $ | -120.986 $ | -31,8 % | 380.735 $ | -282.308 $ | -42,6 % | 663.043 $ | ||
| Bramshill Investments, LLC | 645.473 $ | -56.113 $ | -8,0 % | |||||||||
| Alpine Global Management, LLC | 383.666 $ | -260.092 $ | -40,4 % | 643.758 $ | ||||||||
| Cerity Partners LLC | 637.712 $ | +103.242 $ | +19,3 % | 534.470 $ | +404.142 $ | +310,1 % | 130.328 $ | +21.931 $ | +20,2 % | |||
| ROBINSON CAPITAL MANAGEMENT, LLC | 602.543 $ | -35.017 $ | -5,5 % | 637.560 $ | +383.670 $ | +151,1 % | 253.890 $ | |||||
| WealthPlan Investment Management, LLC | 82.621 $ | -59.149 $ | -41,7 % | 141.770 $ | -317.928 $ | -69,2 % | 459.698 $ | -142.486 $ | -23,7 % | 602.184 $ | -142.112 $ | -19,1 % |
| Steward Partners Investment Advisory, LLC | 491.640 $ | -2.756 $ | -0,6 % | 494.396 $ | -103.395 $ | -17,3 % | 597.791 $ | -48.469 $ | -7,5 % | |||
| PFG Investments, LLC | 312.379 $ | -27.208 $ | -8,0 % | 339.587 $ | -251.852 $ | -42,6 % | 591.439 $ | -353.649 $ | -37,4 % | |||
| Virtus Investment Advisers, LLC | 479.065 $ | +10.492 $ | +2,2 % | 468.573 $ | -117.932 $ | -20,1 % | 586.505 $ | -32.292 $ | -5,2 % | |||
| McAdam, LLC | 247.329 $ | +5.154 $ | +2,1 % | 242.175 $ | -151.637 $ | -38,5 % | 393.812 $ | -171.726 $ | -30,4 % | 565.538 $ | -389.099 $ | -40,8 % |
| CAPTRUST FINANCIAL ADVISORS | 279.593 $ | -22.296 $ | -7,4 % | 301.889 $ | -252.404 $ | -45,5 % | 554.293 $ | -54.023 $ | -8,9 % | |||
| Integrated Wealth Concepts LLC | 380.606 $ | -14.215 $ | -3,6 % | 394.821 $ | -120.772 $ | -23,4 % | 515.593 $ | -393.733 $ | -43,3 % | |||
| Strategic Financial Partners, Ltd. | 231.766 $ | -5.109 $ | -2,2 % | 236.875 $ | -264.936 $ | -52,8 % | 501.811 $ | -193.628 $ | -27,8 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 145.154 $ | +33.964 $ | +30,5 % | 111.190 $ | -381.963 $ | -77,5 % | 493.153 $ | -60.238 $ | -10,9 % | |||
| Arete Wealth Advisors, LLC | 290.553 $ | -190.913 $ | -39,7 % | 481.466 $ | -13.534 $ | -2,7 % | ||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 291.725 $ | -185.457 $ | -38,9 % | 477.182 $ | +125.302 $ | +35,6 % | 351.880 $ | +40.453 $ | +13,0 % | |||
| Corient Private Wealth LP | 474.050 $ | |||||||||||
| Maridea Wealth Management LLC | 360.884 $ | +39.700 $ | +12,4 % | 321.184 $ | -150.940 $ | -32,0 % | 472.124 $ | -12.045 $ | -2,5 % | |||
| Harvest Investment Services, LLC | 362.833 $ | -16.582 $ | -4,4 % | 379.415 $ | -89.274 $ | -19,0 % | 468.689 $ | -137.346 $ | -22,7 % | |||
| WCG Wealth Advisors LLC | 245.503 $ | -93.001 $ | -27,5 % | 338.504 $ | -122.427 $ | -26,6 % | 460.931 $ | +85.151 $ | +22,7 % | |||
| Concurrent Investment Advisors, LLC | 141.662 $ | +22.541 $ | +18,9 % | 119.121 $ | +403 $ | +0,3 % | 118.718 $ | -335.745 $ | -73,9 % | 454.463 $ | -143.189 $ | -24,0 % |
| COFG Advisors, LLC | 286.802 $ | -38.328 $ | -11,8 % | 325.130 $ | -106.417 $ | -24,7 % | 431.547 $ | |||||
| Sequoia Financial Advisors, LLC | 425.080 $ | -83.282 $ | -16,4 % | |||||||||
| Huntleigh Advisors, Inc. | 296.865 $ | +9.780 $ | +3,4 % | 287.085 $ | -6.329 $ | -2,2 % | 293.414 $ | -131.011 $ | -30,9 % | 424.425 $ | -41.095 $ | -8,8 % |
| Strategic Blueprint, LLC | 344.423 $ | +6.358 $ | +1,9 % | 338.065 $ | -13.827 $ | -3,9 % | 351.892 $ | -71.931 $ | -17,0 % | 423.823 $ | -143.110 $ | -25,2 % |
| IFG Advisory, LLC | 282.204 $ | -140.905 $ | -33,3 % | 423.109 $ | -78.972 $ | -15,7 % | ||||||
| Rothschild Wealth LLC | 165.069 $ | -175.351 $ | -51,5 % | 340.420 $ | -80.099 $ | -19,0 % | 420.519 $ | -124.224 $ | -22,8 % | |||
| Apeiron RIA LLC | 354.729 $ | +35.559 $ | +11,1 % | 319.170 $ | -22.200 $ | -6,5 % | 341.370 $ | -76.622 $ | -18,3 % | 417.992 $ | -47.465 $ | -10,2 % |
| Smallwood Wealth Investment Management, LLC | 339.115 $ | +11.173 $ | +3,4 % | 327.942 $ | -7.230 $ | -2,2 % | 335.172 $ | -78.864 $ | -19,0 % | 414.036 $ | -40.089 $ | -8,8 % |
| Impact Partnership Wealth, LLC | 314.036 $ | -6.922 $ | -2,2 % | 320.958 $ | -75.520 $ | -19,0 % | 396.478 $ | |||||
| Centerpoint Advisory Group | 106.719 $ | -6.465 $ | -5,7 % | 113.184 $ | -152.685 $ | -57,4 % | 265.869 $ | -125.228 $ | -32,0 % | 391.097 $ | -22.682 $ | -5,5 % |
| Prospera Financial Services Inc | 207.790 $ | -82.369 $ | -28,4 % | 290.159 $ | +6.046 $ | +2,1 % | 284.113 $ | -102.685 $ | -26,5 % | 386.798 $ | -40.122 $ | -9,4 % |
| Steele Capital Management, Inc. | 378.000 $ | -36.600 $ | -8,8 % | |||||||||
| Allworth Financial LP | 146.698 $ | +9.523 $ | +6,9 % | 137.175 $ | -236.586 $ | -63,3 % | 373.761 $ | -34.558 $ | -8,5 % | |||
| CoreCap Advisors, LLC | 364.585 $ | +308.798 $ | +553,5 % | 55.787 $ | +703 $ | +1,3 % | 55.084 $ | -11.475 $ | -17,2 % | 66.559 $ | -40.392 $ | -37,8 % |
| Golden State Wealth Management, LLC | 199.511 $ | +73.868 $ | +58,8 % | 125.643 $ | -2.243 $ | -1,8 % | 127.886 $ | -229.700 $ | -64,2 % | 357.586 $ | -38.492 $ | -9,7 % |
| IFP Advisors, Inc | 175.125 $ | -32.808 $ | -15,8 % | 207.933 $ | -77.539 $ | -27,2 % | 285.472 $ | -66.742 $ | -18,9 % | 352.214 $ | +22.400 $ | +6,8 % |
| KINGSWOOD WEALTH ADVISORS, LLC | 350.127 $ | +62.523 $ | +21,7 % | 287.604 $ | -11.950 $ | -4,0 % | 299.554 $ | -28.292 $ | -8,6 % | 327.846 $ | -57.034 $ | -14,8 % |
| Csenge Advisory Group | 284.920 $ | +9.387 $ | +3,4 % | 275.533 $ | -6.074 $ | -2,2 % | 281.607 $ | -66.260 $ | -19,0 % | 347.867 $ | -34.519 $ | -9,0 % |
| Orion Porfolio Solutions, LLC | 174.894 $ | -151.415 $ | -46,4 % | 326.309 $ | -3.745.380 $ | -92,0 % | ||||||
| Balefire, LLC | 150.120 $ | -47.911 $ | -24,2 % | 198.031 $ | -124.856 $ | -38,7 % | 322.887 $ | +162.363 $ | +101,1 % | 160.524 $ | ||
| Allegiance Financial Group Advisory Services LLC | 236.673 $ | +8.299 $ | +3,6 % | 228.374 $ | -14.841 $ | -6,1 % | 243.215 $ | -77.079 $ | -24,1 % | 320.294 $ | -31.012 $ | -8,8 % |
| Independent Wealth Network Inc. | 123.438 $ | +4.312 $ | +3,6 % | 119.126 $ | -1.479 $ | -1,2 % | 120.605 $ | -198.833 $ | -62,2 % | 319.438 $ | -39.250 $ | -10,9 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 247.870 $ | -10.003 $ | -3,9 % | 257.873 $ | -58.600 $ | -18,5 % | 316.473 $ | -33.106 $ | -9,5 % | |||
| Wealthspire Retirement, LLC | 134.416 $ | -84.563 $ | -38,6 % | 218.979 $ | -95.625 $ | -30,4 % | 314.604 $ | -30.461 $ | -8,8 % | |||
| Bleakley Financial Group, LLC | 202.795 $ | -93.861 $ | -31,6 % | 296.656 $ | -91.747 $ | -23,6 % | ||||||
| Innovative Asset Advisors Group, LLC | 293.232 $ | |||||||||||
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 287.595 $ | -27.847 $ | -8,8 % | |||||||||
| SANDERS MORRIS HARRIS LLC | 283.800 $ | |||||||||||
| WEDBUSH SECURITIES INC | 208.000 $ | -1.000 $ | -0,5 % | 209.000 $ | -10.000 $ | -4,6 % | 219.000 $ | -52.000 $ | -19,2 % | 271.000 $ | -26.000 $ | -8,8 % |
| Catalina Capital Group, LLC | 218.831 $ | -50.551 $ | -18,8 % | 269.382 $ | -187.355 $ | -41,0 % | ||||||
| CHANNEL WEALTH LLC | 72.969 $ | -39.624 $ | -35,2 % | 112.593 $ | -156.203 $ | -58,1 % | 268.796 $ | -38.823 $ | -12,6 % | |||
| Andina Capital Management, LLC | 259.468 $ | +141.975 $ | +120,8 % | 117.493 $ | -9.642 $ | -7,6 % | ||||||
| Retirement Planning Group, LLC | 210.745 $ | -25.297 $ | -10,7 % | 236.042 $ | -19.249 $ | -7,5 % | 255.291 $ | |||||
| Annex Advisory Services, LLC | 197.492 $ | -46.469 $ | -19,0 % | 243.961 $ | ||||||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 203.283 $ | -39.538 $ | -16,3 % | 242.821 $ | +54.111 $ | +28,7 % | 188.710 $ | -138.492 $ | -42,3 % | |||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 240.770 $ | -4.208 $ | -1,7 % | |||||||||
| Foundry Financial Group, Inc. | 196.400 $ | +6.471 $ | +3,4 % | 189.929 $ | -4.187 $ | -2,2 % | 194.116 $ | -45.675 $ | -19,0 % | 239.791 $ | -23.217 $ | -8,8 % |
| SUMMIT SECURITIES GROUP LLC | 239.700 $ | |||||||||||
| Anfield Capital Management, LLC | 193.576 $ | -45.547 $ | -19,0 % | 239.123 $ | -23.153 $ | -8,8 % | ||||||
| OneDigital Investment Advisors LLC | 237.968 $ | |||||||||||
| NOMURA HOLDINGS INC | 90.379 $ | -37.121 $ | -29,1 % | 127.500 $ | -109.758 $ | -46,3 % | 237.258 $ | |||||
| Dean, Jacobson Financial Services, LLC | 82.124 $ | +2.705 $ | +3,4 % | 79.419 $ | -111.833 $ | -58,5 % | 191.252 $ | -45.001 $ | -19,0 % | 236.253 $ | -22.876 $ | -8,8 % |
| WealthPLAN Partners, LLC | 82.508 $ | +2.718 $ | +3,4 % | 79.790 $ | -103.973 $ | -56,6 % | 183.763 $ | -43.239 $ | -19,0 % | 227.002 $ | -21.979 $ | -8,8 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 90.980 $ | -109.029 $ | -54,5 % | 200.009 $ | -19.991 $ | -9,1 % | 220.000 $ | -351.284 $ | -61,5 % | |||
| ORG Partners LLC | 219.497 $ | -21.253 $ | -8,8 % | |||||||||
| LIBERTY SQUARE WEALTH PARTNERS LLC | 141.496 $ | -3.120 $ | -2,2 % | 144.616 $ | -71.827 $ | -33,2 % | 216.443 $ | -20.273 $ | -8,6 % | |||
| Tactive Advisors, LLC | 216.341 $ | |||||||||||
| Moors & Cabot, Inc. | 156.626 $ | -58.702 $ | -27,3 % | 215.328 $ | -65.004 $ | -23,2 % | ||||||
| BOS Asset Management, LLC | 120.295 $ | -47.055 $ | -28,1 % | 167.350 $ | -3.689 $ | -2,2 % | 171.039 $ | -40.244 $ | -19,0 % | 211.283 $ | -20.458 $ | -8,8 % |
| Financial Gravity Asset Management, Inc. | 209.692 $ | |||||||||||
| Strategic Advocates LLC | 206.650 $ | -22.188 $ | -9,7 % | |||||||||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 206.400 $ | +6.191 $ | +3,1 % | 200.209 $ | ||||||||
| Heritage Family Offices, LLP | 104.547 $ | -3.367 $ | -3,1 % | 107.914 $ | -2.379 $ | -2,2 % | 110.293 $ | -91.130 $ | -45,2 % | 201.423 $ | -22.638 $ | -10,1 % |
| Sanctuary Advisors, LLC | 127.489 $ | -1.585 $ | -1,2 % | 129.074 $ | -71.728 $ | -35,7 % | 200.802 $ | -1.754.948 $ | -89,7 % | |||
| World Investment Advisors | 132.434 $ | +0 $ | +0,0 % | 132.434 $ | -67.295 $ | -33,7 % | 199.729 $ | +71.734 $ | +56,0 % | |||
| Dunhill Financial, LLC | 151.137 $ | -3.331 $ | -2,2 % | 154.468 $ | -36.346 $ | -19,0 % | 190.814 $ | -18.476 $ | -8,8 % | |||
| Beacon Pointe Advisors, LLC | 189.376 $ | +59.071 $ | +45,3 % | 130.305 $ | -29.945 $ | -18,7 % | 160.250 $ | -11.931 $ | -6,9 % | |||
| Clark Asset Management, LLC | 154.666 $ | +5.096 $ | +3,4 % | 149.570 $ | -3.297 $ | -2,2 % | 152.867 $ | -35.969 $ | -19,0 % | 188.836 $ | -18.284 $ | -8,8 % |
| Financial Gravity Companies, Inc. | 187.115 $ | |||||||||||
| Jacobi Capital Management LLC | 155.435 $ | +1.911 $ | +1,2 % | 153.524 $ | -32.613 $ | -17,5 % | 186.137 $ | -13.815 $ | -6,9 % | |||
| Legacy Capital Wealth Partners, LLC | 150.135 $ | +6.922 $ | +4,8 % | 143.213 $ | -3.667 $ | -2,5 % | 146.880 $ | -34.560 $ | -19,0 % | 181.440 $ | -17.568 $ | -8,8 % |
| Van Hulzen Asset Management, LLC | 146.421 $ | -34.452 $ | -19,0 % | 180.873 $ | -17.514 $ | -8,8 % | ||||||
| CAHABA WEALTH MANAGEMENT, INC. | 180.043 $ | -11.241 $ | -5,9 % | |||||||||
| NewEdge Advisors, LLC | 132.584 $ | -1.686 $ | -1,3 % | 134.270 $ | -41.312 $ | -23,5 % | 175.582 $ | +137.426 $ | +360,2 % | |||
| Capital CS Group, LLC | 158.123 $ | +10.351 $ | +7,0 % | 147.772 $ | +1.807 $ | +1,2 % | 145.965 $ | -28.075 $ | -16,1 % | 174.040 $ | -10.906 $ | -5,9 % |
| EJMK Ventures LLC | 110.785 $ | -24.708 $ | -18,2 % | 135.493 $ | -2.987 $ | -2,2 % | 138.480 $ | -32.584 $ | -19,0 % | 171.064 $ | ||
| Intrua Financial, LLC | 98.236 $ | -8.620 $ | -8,1 % | 106.856 $ | -38.907 $ | -26,7 % | 145.763 $ | -25.156 $ | -14,7 % | 170.919 $ | -16.549 $ | -8,8 % |
| First Heartland Consultants, Inc. | 170.855 $ | +7.279 $ | +4,4 % | 163.576 $ | -1.987 $ | -1,2 % | 165.563 $ | +84.292 $ | +103,7 % | 81.271 $ | -5.980 $ | -6,9 % |
| Global Assets Advisory, LLC | 127.079 $ | +70.738 $ | +125,6 % | 56.341 $ | -23.285 $ | -29,2 % | 79.626 $ | -88.269 $ | -52,6 % | 167.895 $ | -16.257 $ | -8,8 % |
| KEYBANK NATIONAL ASSOCIATION/OH | 136.033 $ | +4.482 $ | +3,4 % | 131.551 $ | -2.900 $ | -2,2 % | 134.451 $ | -31.636 $ | -19,0 % | 166.087 $ | -16.081 $ | -8,8 % |
| AE Wealth Management LLC | 93.720 $ | -38.584 $ | -29,2 % | 132.304 $ | -31.122 $ | -19,0 % | 163.426 $ | -25.168 $ | -13,3 % | |||
| Stewardship Advisors, LLC | 134.016 $ | +4.416 $ | +3,4 % | 129.600 $ | -2.516 $ | -1,9 % | 132.116 $ | -31.089 $ | -19,0 % | 163.205 $ | -14.284 $ | -8,0 % |
| MFA Wealth Services | 88.808 $ | -12.328 $ | -12,2 % | 101.136 $ | -30.483 $ | -23,2 % | 131.619 $ | -29.093 $ | -18,1 % | 160.712 $ | -13.494 $ | -7,7 % |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 152.739 $ | -6.707 $ | -4,2 % | 159.446 $ | +39.563 $ | +33,0 % | 119.883 $ | -11.607 $ | -8,8 % | |||
| Capital Asset Advisory Services LLC | 98.517 $ | +2.689 $ | +2,8 % | 95.828 $ | -28.429 $ | -22,9 % | 124.257 $ | -27.692 $ | -18,2 % | 151.949 $ | -59.069 $ | -28,0 % |
| PANORAMIC INVESTMENT ADVISORS, LLC | 150.967 $ | -29.674 $ | -16,4 % | |||||||||
| AXXCESS WEALTH MANAGEMENT, LLC | 95.828 $ | -53.280 $ | -35,7 % | 149.108 $ | -61.910 $ | -29,3 % | ||||||
| TWO SIGMA SECURITIES, LLC | 100.016 $ | -48.513 $ | -32,7 % | 148.529 $ | ||||||||
| Presidio Capital Management, LLC | 123.027 $ | +118 $ | +0,1 % | 122.909 $ | -25.415 $ | -17,1 % | 148.324 $ | -36.312 $ | -19,7 % | |||
| ROCKLAND TRUST CO | 145.527 $ | +4.794 $ | +3,4 % | 140.733 $ | ||||||||
| Oregon Pacific Wealth Management, LLC | 145.278 $ | -14.067 $ | -8,8 % | |||||||||
| Brookstone Capital Management | 81.719 $ | +831 $ | +1,0 % | 80.888 $ | -21.898 $ | -21,3 % | 102.786 $ | -42.492 $ | -29,2 % | 145.278 $ | -33.403 $ | -18,7 % |
| Ascentis Independent Advisors | 137.163 $ | |||||||||||
| Carnegie Lake Advisors LLC | 108.098 $ | -2.383 $ | -2,2 % | 110.481 $ | -25.996 $ | -19,0 % | 136.477 $ | -13.214 $ | -8,8 % | |||
| BOOTHBAY FUND MANAGEMENT, LLC | 135.798 $ | |||||||||||
| Cannon Advisors, Inc. | 127.384 $ | +19.919 $ | +18,5 % | 107.465 $ | -3.816 $ | -3,4 % | 111.281 $ | -24.352 $ | -18,0 % | 135.633 $ | -65 $ | -0,0 % |
| Mill Creek Capital Advisors, LLC | 109.257 $ | -25.708 $ | -19,0 % | 134.965 $ | -210.763 $ | -61,0 % | ||||||
| Atlas Private Wealth Advisors | 96.200 $ | +548 $ | +0,6 % | 95.652 $ | -476 $ | -0,5 % | 96.128 $ | -38.332 $ | -28,5 % | 134.460 $ | -30.315 $ | -18,4 % |
| DENVER WEALTH MANAGEMENT, INC. | 134.171 $ | -40.595 $ | -23,2 % | |||||||||
| Eiger Wealth Management, LLC | 108.554 $ | -25.542 $ | -19,0 % | 134.096 $ | ||||||||
| INTEGRITY ALLIANCE, LLC. | 102.555 $ | +3.379 $ | +3,4 % | 99.176 $ | -34.633 $ | -25,9 % | 133.809 $ | +8.596 $ | +6,9 % | 125.213 $ | -105.933 $ | -45,8 % |
| VANCE WEALTH, LLC | 105.763 $ | -2.332 $ | -2,2 % | 108.095 $ | -25.434 $ | -19,0 % | 133.529 $ | -12.928 $ | -8,8 % | |||
| Western Wealth Management, LLC | 93.073 $ | -2.052 $ | -2,2 % | 95.125 $ | -38.334 $ | -28,7 % | 133.459 $ | -21.035 $ | -13,6 % | |||
| Jefferies Financial Group Inc. | 97.949 $ | -35.156 $ | -26,4 % | 133.105 $ | ||||||||
| MGO ONE SEVEN LLC | 132.302 $ | +18.585 $ | +16,3 % | 113.717 $ | +38.385 $ | +51,0 % | 75.332 $ | -32.688 $ | -30,3 % | 108.020 $ | -9.353 $ | -8,0 % |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 108.174 $ | +3.564 $ | +3,4 % | 104.610 $ | -2.306 $ | -2,2 % | 106.916 $ | -25.157 $ | -19,0 % | 132.073 $ | -12.788 $ | -8,8 % |
| PARK AVENUE SECURITIES LLC | 132.000 $ | +11.000 $ | +9,1 % | 121.000 $ | +32.000 $ | +36,0 % | 89.000 $ | -21.000 $ | -19,1 % | 110.000 $ | -11.000 $ | -9,1 % |
| Advisory Advocates, LLC | 112.275 $ | -2.475 $ | -2,2 % | 114.750 $ | -14.400 $ | -11,1 % | 129.150 $ | |||||
| Farther Finance Advisors, LLC | 122.478 $ | -4.947 $ | -3,9 % | 127.425 $ | +16.400 $ | +14,8 % | 111.025 $ | +50.675 $ | +84,0 % | 60.350 $ | +16.402 $ | +37,3 % |
| LexAurum Advisors, LLC | 93.561 $ | -5.765 $ | -5,8 % | 99.326 $ | -27.895 $ | -21,9 % | 127.221 $ | -112.224 $ | -46,9 % | |||
| TRUIST FINANCIAL CORP | 100.209 $ | -2.209 $ | -2,2 % | 102.418 $ | -24.099 $ | -19,0 % | 126.517 $ | -12.250 $ | -8,8 % | |||
| BankPlus Wealth Management LLC | 126.000 $ | -12.200 $ | -8,8 % | |||||||||
| CPC Advisors, LLC | 123.830 $ | +71.205 $ | +135,3 % | 52.625 $ | -1.160 $ | -2,2 % | 53.785 $ | -12.655 $ | -19,0 % | 66.440 $ | -6.433 $ | -8,8 % |
| Jump Financial, LLC | 63.872 $ | -59.951 $ | -48,4 % | 123.823 $ | ||||||||
| ASL Financial, LLC | 99.923 $ | +3.292 $ | +3,4 % | 96.631 $ | -2.131 $ | -2,2 % | 98.762 $ | -23.238 $ | -19,0 % | 122.000 $ | ||
| PATTON ALBERTSON MILLER GROUP, LLC | 98.809 $ | +3.255 $ | +3,4 % | 95.554 $ | -2.106 $ | -2,2 % | 97.660 $ | -22.979 $ | -19,0 % | 120.639 $ | -11.681 $ | -8,8 % |
| Venture Visionary Partners LLC | 81.378 $ | +2.681 $ | +3,4 % | 78.697 $ | -17.035 $ | -17,8 % | 95.732 $ | -22.525 $ | -19,0 % | 118.257 $ | -11.451 $ | -8,8 % |
| OxenFree Capital LLC | 94.298 $ | +2.619 $ | +2,9 % | 91.679 $ | -5.426 $ | -5,6 % | 97.105 $ | -20.768 $ | -17,6 % | 117.873 $ | -14.407 $ | -10,9 % |
| Cadence Wealth Management LLC | 96.782 $ | +1.183 $ | +1,2 % | 95.599 $ | -18.387 $ | -16,1 % | 113.986 $ | -7.147 $ | -5,9 % | |||
| EVOLVE PRIVATE WEALTH, LLC | 90.236 $ | -1.989 $ | -2,2 % | 92.225 $ | -21.700 $ | -19,0 % | 113.925 $ | |||||
| Perennial Investment Advisors, LLC | 113.834 $ | -9.575 $ | -7,8 % | |||||||||
| Financially in Tune, LLC | 88.154 $ | -20.742 $ | -19,0 % | 108.896 $ | ||||||||
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 88.855 $ | +2.927 $ | +3,4 % | 85.928 $ | -1.894 $ | -2,2 % | 87.822 $ | -20.664 $ | -19,0 % | 108.486 $ | -183.261 $ | -62,8 % |
| Pacific Excel Wealth Advisors, Inc. | 107.914 $ | |||||||||||
| Coppell Advisory Solutions LLC | 107.406 $ | |||||||||||
| Koshinski Asset Management, Inc. | 69.299 $ | +2.283 $ | +3,4 % | 67.016 $ | -1.477 $ | -2,2 % | 68.493 $ | -38.531 $ | -36,0 % | 107.024 $ | -43.241 $ | -28,8 % |
| VESTIA PERSONAL WEALTH ADVISORS | 95.166 $ | +6.230 $ | +7,0 % | 88.936 $ | +551 $ | +0,6 % | 88.385 $ | -18.523 $ | -17,3 % | 106.908 $ | -4.406 $ | -4,0 % |
| Valley Financial Group, Inc. | 81.257 $ | -1.791 $ | -2,2 % | 83.048 $ | -19.541 $ | -19,0 % | 102.589 $ | -38.112 $ | -27,1 % | |||
| SAX WEALTH ADVISORS, LLC | 76.740 $ | -25.649 $ | -25,1 % | 102.389 $ | ||||||||
| CENTAURUS FINANCIAL, INC. | 54.000 $ | -48.000 $ | -47,1 % | 102.000 $ | -25.000 $ | -19,7 % | ||||||
| GPS Wealth Strategies Group, LLC | 101.414 $ | -13.653 $ | -11,9 % | |||||||||
| Tidal Investments LLC | 100.938 $ | +2.610 $ | +2,7 % | 98.328 $ | ||||||||
| Symmetry Partners, LLC | 68.891 $ | -10.964 $ | -13,7 % | 79.855 $ | -1.760 $ | -2,2 % | 81.615 $ | -19.204 $ | -19,0 % | 100.819 $ | -9.762 $ | -8,8 % |
| Integrity Advisory Solutions, LLC | 100.787 $ | -9.759 $ | -8,8 % | |||||||||
| Amicus Financial Advisors, LLC | 53.982 $ | -1.190 $ | -2,2 % | 55.172 $ | -44.828 $ | -44,8 % | 100.000 $ | |||||
| Gen-Wealth Partners Inc | 59.381 $ | +1.956 $ | +3,4 % | 57.425 $ | -23.262 $ | -28,8 % | 80.687 $ | -18.985 $ | -19,0 % | 99.672 $ | -32.309 $ | -24,5 % |
| TCFG Investment Advisors, LLC | 98.659 $ | +7.721 $ | +8,5 % | 90.938 $ | +4.274 $ | +4,9 % | 86.664 $ | |||||
| Townsend & Associates, Inc | 75.596 $ | +1.500 $ | +2,0 % | 74.096 $ | -3.300 $ | -4,3 % | 77.396 $ | -19.799 $ | -20,4 % | 97.195 $ | +1.050 $ | +1,1 % |
| AdvisorNet Financial, Inc | 48.318 $ | -1.065 $ | -2,2 % | 49.383 $ | -47.631 $ | -49,1 % | 97.014 $ | -2.759 $ | -2,8 % | |||
| CWS Financial Advisors, LLC | 95.766 $ | -9.273 $ | -8,8 % | |||||||||
| BLB&B Advisors, LLC | 56.527 $ | -20.993 $ | -27,1 % | 77.520 $ | -18.240 $ | -19,0 % | 95.760 $ | -9.272 $ | -8,8 % | |||
| Valeo Financial Advisors, LLC | 76.730 $ | -18.973 $ | -19,8 % | 95.703 $ | -8.258 $ | -7,9 % | ||||||
| US BANCORP \DE\ | 30.584 $ | -41.581 $ | -57,6 % | 72.165 $ | -23.280 $ | -24,4 % | 95.445 $ | -9.242 $ | -8,8 % | |||
| Lakeridge Wealth Management LLC | 78.066 $ | -313 $ | -0,4 % | 78.379 $ | -16.722 $ | -17,6 % | 95.101 $ | -7.565 $ | -7,4 % | |||
| Fiduciary Alliance LLC | 86.332 $ | +5.651 $ | +7,0 % | 80.681 $ | -420 $ | -0,5 % | 81.101 $ | -13.922 $ | -14,7 % | 95.023 $ | -101.709 $ | -51,7 % |
| Avidian Wealth Enterprises, LLC | 77.787 $ | +2.563 $ | +3,4 % | 75.224 $ | -1.659 $ | -2,2 % | 76.883 $ | -18.090 $ | -19,0 % | 94.973 $ | -9.195 $ | -8,8 % |
| Simplicity Wealth,LLC | 93.586 $ | +38.592 $ | +70,2 % | 54.994 $ | ||||||||
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 92.880 $ | +23.519 $ | +33,9 % | 69.361 $ | -1.529 $ | -2,2 % | 70.890 $ | -16.680 $ | -19,0 % | 87.570 $ | +53.766 $ | +159,1 % |
| BENJAMIN EDWARDS INC | 66.542 $ | -18.506 $ | -21,8 % | 85.048 $ | -5.223 $ | -5,8 % | 90.271 $ | -3.696 $ | -3,9 % | |||
| Global Retirement Partners, LLC | 90.129 $ | +45.690 $ | +102,8 % | 44.439 $ | -4.303 $ | -8,8 % | ||||||
| M Holdings Securities, Inc. | 90.000 $ | |||||||||||
| HRT FINANCIAL LP | 90.000 $ | |||||||||||
| GERBER, LLC | 71.793 $ | -16.892 $ | -19,0 % | 88.685 $ | -8.587 $ | -8,8 % | ||||||
| McGowan Group Asset Management, Inc. | 87.853 $ | |||||||||||
| Worth Asset Management, LLC | 86.688 $ | -121.474 $ | -58,4 % | |||||||||
| TCFG WEALTH MANAGEMENT, LLC | 86.664 $ | |||||||||||
| AMERIFLEX GROUP, INC. | 86.521 $ | +44.038 $ | +103,7 % | 42.483 $ | -117.276 $ | -73,4 % | ||||||
| MIRAMONTES CAPITAL, LLC | 70.542 $ | +2.324 $ | +3,4 % | 68.218 $ | -1.504 $ | -2,2 % | 69.722 $ | -16.405 $ | -19,0 % | 86.127 $ | ||
| Haverford Trust Co | 84.266 $ | -1.858 $ | -2,2 % | 86.124 $ | ||||||||
| LIBERTY WEALTH MANAGEMENT LLC | 86.043 $ | +0 $ | +0,0 % | 86.043 $ | ||||||||
| GREENLEAF TRUST | 85.726 $ | |||||||||||
| FIDUCIARY FINANCIAL ADVISORS | 82.829 $ | -1.826 $ | -2,2 % | 84.655 $ | ||||||||
| Freestate Advisors LLC | 75.546 $ | +4.974 $ | +7,0 % | 70.572 $ | +893 $ | +1,3 % | 69.679 $ | -13.403 $ | -16,1 % | 83.082 $ | -6.149 $ | -6,9 % |
| Compass Ion Advisors, LLC | 65.311 $ | -15.367 $ | -19,0 % | 80.678 $ | -7.812 $ | -8,8 % | ||||||
| Lido Advisors, LLC | 79.779 $ | |||||||||||
| Rehmann Capital Advisory Group | 78.654 $ | +995 $ | +1,3 % | 77.659 $ | -20.718 $ | -21,1 % | ||||||
| Apella Capital, LLC | 73.607 $ | +150 $ | +0,2 % | 73.457 $ | -5.097 $ | -6,5 % | 78.554 $ | |||||
| ADAMSBROWN WEALTH CONSULTANTS LLC | 67.784 $ | +3.392 $ | +5,3 % | 64.392 $ | -278 $ | -0,4 % | 64.670 $ | -13.803 $ | -17,6 % | 78.473 $ | -29.724 $ | -27,5 % |
| Quartz Partners, LLC | 78.044 $ | -21.875 $ | -21,9 % | |||||||||
| BridgePort Financial Solutions, LLC | 62.411 $ | -14.685 $ | -19,0 % | 77.096 $ | -7.465 $ | -8,8 % | ||||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 76.380 $ | |||||||||||
| Diversify Advisory Services, LLC | 76.380 $ | |||||||||||
| Tyche Wealth Partners LLC | 60.359 $ | -1.331 $ | -2,2 % | 61.690 $ | -14.515 $ | -19,0 % | 76.205 $ | -7.378 $ | -8,8 % | |||
| GRIMES & Co WEALTH MANAGEMENT, LLC | 68.904 $ | +4.454 $ | +6,9 % | 64.450 $ | +816 $ | +1,3 % | 63.634 $ | -12.241 $ | -16,1 % | 75.875 $ | -506.759 $ | -87,0 % |
| StoneX Group Inc. | 73.259 $ | |||||||||||
| Second Line Capital, LLC | 51.971 $ | -2.708 $ | -5,0 % | 54.679 $ | -17.601 $ | -24,4 % | 72.280 $ | -6.998 $ | -8,8 % | |||
| Aptus Capital Advisors, LLC | 51.971 $ | -5.889 $ | -10,2 % | 57.860 $ | -14.420 $ | -20,0 % | 72.280 $ | -6.998 $ | -8,8 % | |||
| Financial Partners Group, Inc | 66.217 $ | +4.014 $ | +6,5 % | 62.203 $ | +435 $ | +0,7 % | 61.768 $ | -10.281 $ | -14,3 % | 72.049 $ | -62.543 $ | -46,5 % |
| Visionary Wealth Advisors | 50.215 $ | -8.665 $ | -14,7 % | 58.880 $ | -12.140 $ | -17,1 % | 71.020 $ | -851.855 $ | -92,3 % | |||
| Cooper Financial Group | 70.037 $ | +909 $ | +1,3 % | 69.128 $ | +15.293 $ | +28,4 % | 53.835 $ | -12.608 $ | -19,0 % | 66.443 $ | -6.377 $ | -8,8 % |
| Curran Financial Partners, LLC | 70.006 $ | -6.778 $ | -8,8 % | |||||||||
| Perigon Wealth Management, LLC | 69.896 $ | |||||||||||
| Glen Eagle Advisors, LLC | 59.025 $ | +607 $ | +1,0 % | 58.418 $ | -11.413 $ | -16,3 % | 69.831 $ | -4.534 $ | -6,1 % | |||
| WELLS FARGO & COMPANY/MN | 8 $ | -67.627 $ | -100,0 % | 67.635 $ | +63.169 $ | +1.414,4 % | 4.466 $ | -33.517 $ | -88,2 % | |||
| Independent Advisor Alliance | 67.488 $ | |||||||||||
| Advisor OS, LLC | 67.080 $ | +2.210 $ | +3,4 % | 64.870 $ | -1.430 $ | -2,2 % | 66.300 $ | |||||
| HighPoint Advisor Group LLC | 66.421 $ | |||||||||||
| Advisory Solutions Group, LLC | 64.980 $ | |||||||||||
| Madrid Wealth Management, LLC | 53.004 $ | +1.747 $ | +3,4 % | 51.257 $ | -1.130 $ | -2,2 % | 52.387 $ | -12.327 $ | -19,0 % | 64.714 $ | ||
| Divergent Planning, LLC | 64.427 $ | -12.562 $ | -16,3 % | |||||||||
| Marshall Financial Group, LLC | 50.983 $ | -1.124 $ | -2,2 % | 52.107 $ | -12.260 $ | -19,0 % | 64.367 $ | -11.318 $ | -15,0 % | |||
| TRB Wealth Management, LLC | 63.862 $ | |||||||||||
| Sunbelt Securities, Inc. | 17.850 $ | -45.150 $ | -71,7 % | 63.000 $ | -6.100 $ | -8,8 % | ||||||
| Avantax Planning Partners, Inc. | 61.419 $ | |||||||||||
| BIP Wealth, LLC | 60.897 $ | +2.006 $ | +3,4 % | 58.891 $ | -1.298 $ | -2,2 % | 60.189 $ | |||||
| Modera Wealth Management, LLC | 60.352 $ | +1.988 $ | +3,4 % | 58.364 $ | -1.286 $ | -2,2 % | 59.650 $ | |||||
| Wealthspire Advisors, LLC | 59.336 $ | +45.101 $ | +316,8 % | |||||||||
| Privatperson | 45.712 $ | +1.506 $ | +3,4 % | 44.206 $ | -975 $ | -2,2 % | 45.181 $ | -10.631 $ | -19,0 % | 55.812 $ | -5.404 $ | -8,8 % |
| MONETA GROUP INVESTMENT ADVISORS LLC | 54.002 $ | -1.190 $ | -2,2 % | 55.192 $ | ||||||||
| Madrona Financial Services, LLC | 52.647 $ | |||||||||||
| KINTRA WEALTH, LLC | 51.931 $ | |||||||||||
| Belpointe Asset Management LLC | 51.826 $ | |||||||||||
| Larson Financial Group LLC | 24.082 $ | -27.402 $ | -53,2 % | 51.484 $ | +18.855 $ | +57,8 % | ||||||
| Wilmington Savings Fund Society, FSB | 51.000 $ | |||||||||||
| Jessup Wealth Management, Inc | 50.185 $ | |||||||||||
| JONES FINANCIAL COMPANIES LLLP | 49.291 $ | |||||||||||
| EverSource Wealth Advisors, LLC | 40.109 $ | +1.322 $ | +3,4 % | 38.787 $ | -855 $ | -2,2 % | 39.642 $ | -9.328 $ | -19,0 % | 48.970 $ | -4.741 $ | -8,8 % |
| CX Institutional | 39.000 $ | +2.000 $ | +5,4 % | 37.000 $ | -1.000 $ | -2,6 % | 38.000 $ | -9.000 $ | -19,1 % | 47.000 $ | +10.000 $ | +27,0 % |
| Advocate Investing Services LLC | 35.155 $ | +1.157 $ | +3,4 % | 33.998 $ | -749 $ | -2,2 % | 34.747 $ | -8.176 $ | -19,0 % | 42.923 $ | ||
| JPMORGAN CHASE & CO | 42.223 $ | -50.399 $ | -54,4 % | |||||||||
| Spire Wealth Management | 28.293 $ | -624 $ | -2,2 % | 28.917 $ | -6.804 $ | -19,0 % | 35.721 $ | -3.459 $ | -8,8 % | |||
| Parallel Advisors, LLC | 34.994 $ | +19.560 $ | +126,7 % | 15.434 $ | ||||||||
| Millstone Evans Group, LLC | 27.305 $ | -602 $ | -2,2 % | 27.907 $ | -6.567 $ | -19,0 % | 34.474 $ | -3.338 $ | -8,8 % | |||
| Continuum Advisory, LLC | 33.269 $ | |||||||||||
| Tower Research Capital LLC (TRC) | 29.860 $ | +26.842 $ | +889,4 % | 3.018 $ | ||||||||
| Napier Financial, LLC | 28.668 $ | -632 $ | -2,2 % | 29.300 $ | ||||||||
| GHP Investment Advisors, Inc. | 28.560 $ | |||||||||||
| HIGHLINE WEALTH PARTNERS LLC | 28.328 $ | +933 $ | +3,4 % | 27.395 $ | ||||||||
| MATHER GROUP, LLC. | 28.323 $ | +933 $ | +3,4 % | 27.390 $ | -604 $ | -2,2 % | 27.994 $ | -9.935 $ | -26,2 % | |||
| Cassaday & Co Wealth Management LLC | 18.989 $ | -8.903 $ | -31,9 % | 27.892 $ | ||||||||
| Privatperson | 25.500 $ | |||||||||||
| FLAGSHIP HARBOR ADVISORS, LLC | 25.200 $ | -127.657 $ | -83,5 % | |||||||||
| Clearstead Advisors, LLC | 19.896 $ | -438 $ | -2,2 % | 20.334 $ | -4.785 $ | -19,0 % | 25.119 $ | -2.432 $ | -8,8 % | |||
| Burnham & Co LLC | 24.950 $ | |||||||||||
| SALEM INVESTMENT COUNSELORS INC | 24.950 $ | |||||||||||
| HURRICANE CAPITAL ADVISORS LLC | 24.950 $ | |||||||||||
| WPG Advisers, LLC | 23.979 $ | +2.632 $ | +12,3 % | 21.347 $ | +8.067 $ | +60,7 % | 13.280 $ | -3.125 $ | -19,0 % | 16.405 $ | -58.866 $ | -78,2 % |
| Strive Financial Group ,LLC | 22.781 $ | |||||||||||
| Financial Management Professionals, Inc. | 21.922 $ | -1.374 $ | -5,9 % | |||||||||
| Pinnacle Wealth Planning Services, Inc. | 21.146 $ | +2.179 $ | +11,5 % | 18.967 $ | ||||||||
| Nova Financial LLC | 20.001 $ | |||||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 19.732 $ | |||||||||||
| BFC Planning, Inc. | 16.229 $ | +205 $ | +1,3 % | 16.024 $ | -3.082 $ | -16,1 % | 19.106 $ | |||||
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 16.229 $ | +205 $ | +1,3 % | 16.024 $ | -3.082 $ | -16,1 % | 19.106 $ | |||||
| ABOUND FINANCIAL, LLC | 16.840 $ | |||||||||||
| SIGNATUREFD, LLC | 13.731 $ | |||||||||||
| Kozak & Associates, Inc. | 4 $ | -8.840 $ | -100,0 % | 8.844 $ | -2.009 $ | -18,5 % | 10.853 $ | +395 $ | +3,8 % | |||
| Darwin Wealth Management, LLC | 8.268 $ | -182 $ | -2,2 % | 8.450 $ | -1.989 $ | -19,1 % | 10.439 $ | -1.010 $ | -8,8 % | |||
| Sound Income Strategies, LLC | 8.142 $ | -2.135 $ | -20,8 % | 10.277 $ | -964 $ | -8,6 % | ||||||
| PlanVest Financial, Inc | 9.421 $ | -208 $ | -2,2 % | 9.629 $ | ||||||||
| Russell Investments Group, Ltd. | 4.214 $ | -93 $ | -2,2 % | 4.307 $ | -5.190 $ | -54,6 % | 9.497 $ | -2.640 $ | -21,8 % | |||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8.750 $ | -263 $ | -2,9 % | 9.013 $ | ||||||||
| Root Financial Partners, LLC | 7.895 $ | +92 $ | +1,2 % | 7.803 $ | ||||||||
| Johnson Financial Group, Inc. | 7.650 $ | +4.500 $ | +142,9 % | 3.150 $ | ||||||||
| REAP Financial Group, LLC | 5.485 $ | +181 $ | +3,4 % | 5.304 $ | -117 $ | -2,2 % | 5.421 $ | -1.276 $ | -19,1 % | 6.697 $ | -648 $ | -8,8 % |
| Moisand Fitzgerald Tamayo, LLC | 5.486 $ | +181 $ | +3,4 % | 5.305 $ | -117 $ | -2,2 % | 5.422 $ | -1.275 $ | -19,0 % | 6.697 $ | -649 $ | -8,8 % |
| BANK OF AMERICA CORP /DE/ | 6.193 $ | |||||||||||
| Chung Wu Investment Group, LLC | 5.670 $ | -549 $ | -8,8 % | |||||||||
| ASSETMARK, INC | 5.526 $ | +182 $ | +3,4 % | 5.344 $ | ||||||||
| Signature Resources Capital Management, LLC | 2.010 $ | |||||||||||
| Osbon Capital Management LLC | 1.576 $ | |||||||||||
| Concord Wealth Partners | 1.493 $ | -145 $ | -8,9 % | |||||||||
| FIFTH THIRD BANCORP | 1.273 $ | |||||||||||
| EXCHANGE TRADED CONCEPTS, LLC | 76 $ | -249 $ | -76,6 % | |||||||||
| Carolina Wealth Advisors, LLC | 15 $ | |||||||||||
| Raleigh Capital Management Inc. | 3 $ | +1 $ | +50,0 % | 2 $ | +0 $ | +0,0 % | 2 $ | -1 $ | -33,3 % | 3 $ | +0 $ | +0,0 % |
| Gesamt | 147.339.539 $ | -9.280.298 $ | +12,4 % | 373.976.491 $ | +16.266.239 $ | +30,9 % | 360.785.239 $ | -24.767.303 $ | +14,3 % | 351.398.190 $ | -36.132.393 $ | +11,9 % |
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.