Institutionelle Investoren in Calamos ETF Trust

Alle meldenden Fondsgesellschaften (SEC-Formular 13F) und deren Investment in dieses Wertpapier über die letzten 4 Quartale.
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
2.307.776.498 $+1.277.414.033 $
+2.817,1 %
1.021.144.039 $+174.438.288 $
+64,1 %
773.477.693 $+127.221.404 $
+131,4 %
589.580.264 $+42.735.743 $
+179,2 %
Calamos Advisors LLC1.192.098.256 $+1.007.138.635 $
+544,5 %
184.959.621 $+93.737.580 $
+102,8 %
91.222.041 $+14.973.022 $
+19,6 %
76.249.019 $+1.331.376 $
+1,8 %
Calamos Wealth Management LLC113.279.876 $+33.666.490 $
+42,3 %
79.613.386 $+24.916.639 $
+45,6 %
54.696.747 $+19.473.362 $
+55,3 %
35.223.385 $+13.267.483 $
+60,4 %
Cambridge Investment Research Advisors, Inc.53.570.000 $+28.673.000 $
+115,2 %
24.897.000 $+6.292.000 $
+33,8 %
18.605.000 $-3.013.000 $
-13,9 %
21.618.000 $-3.279.000 $
-13,2 %
COMMONWEALTH EQUITY SERVICES, LLC45.623.038 $+80.368 $
+0,2 %
45.542.670 $+18.569.707 $
+68,8 %
26.972.963 $+4.428.963 $
+19,6 %
22.544.000 $-4.082.000 $
-15,3 %
SUSQUEHANNA INTERNATIONAL GROUP, LLP42.977.284 $+26.153.063 $
+155,4 %
16.824.221 $-4.090.718 $
-19,6 %
20.914.939 $-536.499 $
-2,5 %
21.451.438 $+10.051.214 $
+88,2 %
ENVESTNET ASSET MANAGEMENT INC5.960.677 $-12.208.396 $
-67,2 %
18.169.073 $-18.758.170 $
-50,8 %
36.927.243 $+4.900.868 $
+15,3 %
32.026.375 $-9.808.672 $
-23,4 %
VanWeelden Wealth Management, LLC14.378.847 $-22.504.553 $
-61,0 %
36.883.400 $+6.201.169 $
+20,2 %
30.682.231 $
Wealth Watch Advisors, INC35.239.487 $+14.371.812 $
+68,9 %
20.867.675 $-1.350.081 $
-6,1 %
22.217.756 $+2.534.979 $
+12,9 %
19.682.777 $
VestGen Advisors, LLC29.991.823 $-205.015 $
-0,7 %
30.196.838 $+10.795.526 $
+55,6 %
19.401.312 $
UNITED CAPITAL FINANCIAL ADVISORS, LLC29.274.458 $+4.234.544 $
+16,9 %
25.039.914 $+6.965.940 $
+38,5 %
18.073.974 $
ROYAL BANK OF CANADA26.777.000 $+9.416.000 $
+54,2 %
17.361.000 $+12.082.000 $
+228,9 %
5.279.000 $+4.728.000 $
+858,1 %
551.000 $-91.000 $
-14,2 %
Cornerstone Wealth, LLC/TN26.706.171 $+2.712.520 $
+11,3 %
23.993.651 $
Strategic Blueprint, LLC26.089.861 $+11.462.207 $
+78,4 %
14.627.654 $+9.622.955 $
+192,3 %
5.004.699 $+2.114.313 $
+73,1 %
2.890.386 $
BURKETT FINANCIAL SERVICES, LLC23.094.840 $+978.598 $
+4,4 %
22.116.242 $+473.197 $
+2,2 %
21.643.045 $+253.863 $
+1,2 %
21.389.182 $+751.962 $
+3,6 %
Prime Capital Investment Advisors, LLC20.342.700 $+5.292.201 $
+35,2 %
15.050.499 $+9.937.903 $
+194,4 %
5.112.596 $+4.310.774 $
+537,6 %
801.822 $
CENTAURUS FINANCIAL, INC.19.910.000 $+5.673.000 $
+39,8 %
14.237.000 $+1.560.000 $
+12,3 %
12.677.000 $+229.000 $
+1,8 %
12.448.000 $+3.822.000 $
+44,3 %
Menard Financial Group LLC18.928.528 $+11.788.768 $
+165,1 %
7.139.760 $
Waverly Advisors, LLC16.297.848 $+2.950.975 $
+22,1 %
13.346.873 $+2.819.486 $
+26,8 %
10.527.387 $+115.171 $
+1,1 %
10.412.216 $+9.559.469 $
+1.121,0 %
HARBOUR INVESTMENTS, INC.15.421.377 $-800.340 $
-4,9 %
16.221.717 $+2.580.826 $
+18,9 %
13.640.891 $+723.493 $
+5,6 %
12.917.398 $+1.938.018 $
+17,7 %
Intrepid Financial Planning Group LLC15.713.326 $+4.270.278 $
+37,3 %
11.443.048 $+3.898.435 $
+51,7 %
7.544.613 $+1.490.750 $
+24,6 %
6.053.863 $+4.252.738 $
+236,1 %
Brookstone Capital Management15.095.408 $+7.942.815 $
+111,0 %
7.152.593 $+1.193.339 $
+20,0 %
5.959.254 $+4.630.594 $
+348,5 %
1.328.660 $
JANE STREET GROUP, LLC11.385.903 $-1.604.982 $
-12,4 %
12.990.885 $-1.591.549 $
-10,9 %
14.582.434 $+6.186.075 $
+73,7 %
8.396.359 $+658.674 $
+8,5 %
Redhawk Wealth Advisors, Inc.13.506.713 $+1.299.617 $
+10,6 %
12.207.096 $-2.195.485 $
-15,2 %
14.402.581 $+10.139.402 $
+237,8 %
4.263.179 $
Mutual Advisors, LLC5.222.640 $-8.897.214 $
-63,0 %
14.119.854 $+632.320 $
+4,7 %
13.487.534 $
Crown Wealth Group, LLC13.976.381 $+1.096.821 $
+8,5 %
12.879.560 $-162.271 $
-1,2 %
13.041.831 $+1.322.632 $
+11,3 %
11.719.199 $
Innovative Asset Advisors Group, LLC13.718.306 $
MGO ONE SEVEN LLC12.710.023 $+9.811.713 $
+338,5 %
2.898.310 $-167.494 $
-5,5 %
3.065.804 $-471.129 $
-13,3 %
3.536.933 $+3.312.339 $
+1.474,8 %
Pinion Investment Advisors, LLC12.434.223 $+4.208.295 $
+51,2 %
8.225.928 $+2.681.996 $
+48,4 %
5.543.932 $+3.082.046 $
+125,2 %
2.461.886 $
Farther Finance Advisors, LLC11.723.953 $+2.139.294 $
+22,3 %
9.584.659 $+1.862.902 $
+24,1 %
7.721.757 $+6.590.942 $
+582,8 %
1.130.815 $+276.521 $
+32,4 %
OLD MISSION CAPITAL LLC9.859.307 $-209.890 $
-2,1 %
10.069.197 $-1.068.800 $
-9,6 %
11.137.997 $+2.983.883 $
+36,6 %
8.154.114 $+112.271 $
+1,4 %
Gradient Investments LLC8.532.701 $+754.184 $
+9,7 %
7.778.517 $-3.076.238 $
-28,3 %
10.854.755 $-171.511 $
-1,6 %
11.026.266 $
OSAIC HOLDINGS, INC.10.730.531 $+5.581.814 $
+108,4 %
5.148.717 $-797.691 $
-13,4 %
5.946.408 $-191.055 $
-3,1 %
6.137.463 $+720.695 $
+13,3 %
Chicago Partners Investment Group LLC10.236.775 $+3.689.116 $
+56,3 %
6.547.659 $+1.918.609 $
+41,4 %
4.629.050 $+2.540.376 $
+121,6 %
2.088.674 $
Capital Analysts, LLC10.122.000 $+467.000 $
+4,8 %
9.655.000 $+205.000 $
+2,2 %
9.450.000 $+2.082.000 $
+28,3 %
7.368.000 $+3.088.000 $
+72,1 %
Cetera Investment Advisers7.561.969 $-2.335.774 $
-23,6 %
9.897.743 $+203.972 $
+2,1 %
9.693.771 $+2.239.490 $
+30,0 %
7.454.281 $+4.297.530 $
+136,1 %
INDEPENDENT FINANCIAL GROUP, LLC9.409.630 $+5.144.607 $
+120,6 %
4.265.023 $+1.469.789 $
+52,6 %
2.795.234 $+2.578.880 $
+1.192,0 %
216.354 $
MBL Wealth, LLC7.770.134 $+6.005.218 $
+340,3 %
1.764.916 $-1.678.494 $
-48,7 %
3.443.410 $-5.825.965 $
-62,9 %
9.269.375 $+1.837.563 $
+24,7 %
Steward Partners Investment Advisory, LLC8.942.973 $+2.759.858 $
+44,6 %
6.183.115 $+1.448.321 $
+30,6 %
4.734.794 $+2.195.960 $
+86,5 %
2.538.834 $+2.479.335 $
+4.167,0 %
Simplicity Wealth,LLC8.262.255 $+7.582.947 $
+1.116,3 %
679.308 $-1.326.974 $
-66,1 %
Wealthcare Advisory Partners LLC8.256.499 $+1.203.424 $
+17,1 %
7.053.075 $-110.884 $
-1,5 %
7.163.959 $+254.012 $
+3,7 %
6.909.947 $
Institute for Wealth Management, LLC.7.912.934 $+1.844.826 $
+30,4 %
6.068.108 $+1.326.098 $
+28,0 %
4.742.010 $+2.876.989 $
+154,3 %
1.865.021 $
Grantvest Financial Group LLC7.588.199 $+858.219 $
+12,8 %
6.729.980 $+562.231 $
+9,1 %
6.167.749 $+1.513.588 $
+32,5 %
4.654.161 $
MATTERS CAPITAL LLC7.496.355 $
Anfield Capital Management, LLC7.459.909 $+5.504.863 $
+281,6 %
1.955.046 $+1.938.828 $
+11.954,8 %
16.218 $+10.269 $
+172,6 %
Millington Financial Advisors, LLC7.425.031 $+1.339.978 $
+22,0 %
6.085.053 $-408.936 $
-6,3 %
6.493.989 $+3.981.544 $
+158,5 %
2.512.445 $
Kestra Advisory Services, LLC7.338.186 $+3.286.746 $
+81,1 %
4.051.440 $+155.242 $
+4,0 %
3.896.198 $+2.100.988 $
+117,0 %
1.795.210 $-240.126 $
-11,8 %
Copperleaf Capital, LLC7.215.358 $-690.853 $
-8,7 %
Kingsview Wealth Management, LLC6.971.969 $+5.220.543 $
+298,1 %
1.751.426 $+1.477.028 $
+538,3 %
274.398 $-199.177 $
-42,1 %
473.575 $+265.716 $
+127,8 %
JIM SAULNIER & ASSOCIATES, LLC6.803.465 $+172.692 $
+2,6 %
6.630.773 $-316.114 $
-4,6 %
6.946.887 $+196.979 $
+2,9 %
6.749.908 $+1.099.092 $
+19,5 %
Worth Asset Management, LLC2.204.371 $+145.375 $
+7,1 %
2.058.996 $-183.556 $
-8,2 %
2.242.552 $-4.531.769 $
-66,9 %
6.774.321 $+249.553 $
+3,8 %
Amplius Wealth Advisors, LLC5.504.638 $-230.910 $
-4,0 %
5.735.548 $-631.519 $
-9,9 %
6.367.067 $-204.205 $
-3,1 %
6.571.272 $-21.005.326 $
-76,2 %
Oasis Advisors, LLC6.403.888 $
WEDBUSH SECURITIES INC6.262.000 $+1.771.000 $
+39,4 %
4.491.000 $+2.323.000 $
+107,1 %
2.168.000 $+237.000 $
+12,3 %
1.931.000 $+383.000 $
+24,7 %
KESTRA PRIVATE WEALTH SERVICES, LLC5.403.125 $-826.990 $
-13,3 %
6.230.115 $+3.097.729 $
+98,9 %
3.132.386 $+2.319.886 $
+285,5 %
812.500 $
Cornerstone Wealth Group, LLC5.953.498 $+235.332 $
+4,1 %
5.718.166 $
Arlington Financial Advisors, LLC5.762.078 $+712.421 $
+14,1 %
5.049.657 $-19.904 $
-0,4 %
5.069.561 $-114.746 $
-2,2 %
5.184.307 $+174.641 $
+3,5 %
NEW WAVE WEALTH ADVISORS LLC5.711.168 $+3.864.560 $
+209,3 %
1.846.608 $+593.437 $
+47,4 %
1.253.171 $+592.831 $
+89,8 %
660.340 $
Fortress Wealth Management, Inc.5.589.184 $
PFG Investments, LLC5.451.103 $+3.272.647 $
+150,2 %
2.178.456 $+1.170.383 $
+116,1 %
1.008.073 $+229.830 $
+29,5 %
778.243 $
Beacon Financial Advisory LLC5.043.904 $+449.949 $
+9,8 %
4.593.955 $+971.851 $
+26,8 %
3.622.104 $+281.465 $
+8,4 %
3.340.639 $+784.342 $
+30,7 %
HighTower Advisors, LLC5.039.299 $+496.313 $
+10,9 %
4.542.986 $+440.755 $
+10,7 %
4.102.231 $+1.703.987 $
+71,1 %
2.398.244 $+698.493 $
+41,1 %
IFP Advisors, Inc4.968.130 $+728.561 $
+17,2 %
4.239.569 $+1.535.906 $
+56,8 %
2.703.663 $+963.861 $
+55,4 %
1.739.802 $+998.888 $
+134,8 %
Claro Advisors Inc.4.645.127 $+1.748.707 $
+60,4 %
2.896.420 $+191.367 $
+7,1 %
2.705.053 $+624.770 $
+30,0 %
2.080.283 $+1.231.583 $
+145,1 %
KINGSWOOD WEALTH ADVISORS, LLC4.618.728 $+3.847.657 $
+499,0 %
771.071 $
Snowden Capital Advisors LLC4.465.809 $+3.079.063 $
+222,0 %
1.386.746 $
HUB Investment Partners, LLC4.409.437 $
INSIGNEO ADVISORY SERVICES, LLC4.379.832 $+1.428.271 $
+48,4 %
2.951.561 $+807.199 $
+37,6 %
2.144.362 $+1.301.780 $
+154,5 %
842.582 $
Sound Income Strategies, LLC4.298.345 $+572.743 $
+15,4 %
3.725.602 $+382.498 $
+11,4 %
3.343.104 $
Noble Wealth Management PBC3.239.446 $-408.409 $
-11,2 %
3.647.855 $-603.798 $
-14,2 %
4.251.653 $+1.160.804 $
+37,6 %
3.090.849 $
LPL Financial LLC4.242.123 $+959.305 $
+29,2 %
3.282.818 $+347.259 $
+11,8 %
2.935.559 $+61.172 $
+2,1 %
2.874.387 $+130.096 $
+4,7 %
Kestra Investment Management, LLC4.114.208 $-113.109 $
-2,7 %
4.227.317 $
ATX Financial Planning, LLC1.657.902 $-250.618 $
-13,1 %
1.908.520 $-2.268.536 $
-54,3 %
4.177.056 $
Blue Water Asset Management3.995.627 $-171.625 $
-4,1 %
4.167.252 $+76.095 $
+1,9 %
4.091.157 $
LeClair Wealth Partners LLC4.167.252 $
TRUIST FINANCIAL CORP3.975.247 $+710.998 $
+21,8 %
3.264.249 $+274.290 $
+9,2 %
2.989.959 $+1.447.785 $
+93,9 %
1.542.174 $+210.152 $
+15,8 %
BOS Asset Management, LLC3.863.415 $+568.753 $
+17,3 %
3.294.662 $+948.037 $
+40,4 %
2.346.625 $
OPPENHEIMER & CO INC3.676.806 $+393.497 $
+12,0 %
3.283.309 $+2.182.557 $
+198,3 %
1.100.752 $+169.986 $
+18,3 %
930.766 $
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3.571.965 $+1.935.774 $
+118,3 %
1.636.191 $-306.021 $
-15,8 %
1.942.212 $+72.269 $
+3,9 %
1.869.943 $+703.271 $
+60,3 %
GoalVest Advisory LLC3.510.362 $+729.048 $
+26,2 %
2.781.314 $-591.643 $
-17,5 %
3.372.957 $+2.768.892 $
+458,4 %
604.065 $
Integrated Wealth Concepts LLC1.430.842 $+350.319 $
+32,4 %
1.080.523 $-2.406.641 $
-69,0 %
3.487.164 $+3.091.202 $
+780,7 %
Private Advisor Group, LLC3.485.006 $+2.571.447 $
+281,5 %
913.559 $+514.695 $
+129,0 %
398.864 $
Twelve Points Wealth Management LLC3.404.508 $+795.479 $
+30,5 %
2.609.029 $+403.498 $
+18,3 %
2.205.531 $+179.038 $
+8,8 %
2.026.493 $
Summit Financial, LLC3.394.942 $+811.882 $
+31,4 %
2.583.060 $+653.181 $
+33,8 %
1.929.879 $+304.342 $
+18,7 %
1.625.537 $
Brookwood Investment Group LLC3.284.131 $+2.862.082 $
+678,1 %
422.049 $-221.634 $
-34,4 %
643.683 $+75.701 $
+13,3 %
567.982 $+361.190 $
+174,7 %
JPMORGAN CHASE & CO3.266.490 $+2.353.955 $
+258,0 %
912.535 $-76.623 $
-7,7 %
989.158 $-820.540 $
-45,3 %
1.809.698 $+1.787.842 $
+8.180,1 %
Aurora Private Wealth, Inc.3.231.000 $+1.421.000 $
+78,5 %
1.810.000 $-2.000 $
-0,1 %
1.812.000 $
CORRADO ADVISORS, LLC3.209.163 $+284.420 $
+9,7 %
2.924.743 $-87.706 $
-2,9 %
3.012.449 $+187.379 $
+6,6 %
2.825.070 $
Client First Investment Management LLC3.189.083 $
CITADEL ADVISORS LLC1.150.775 $-1.828.362 $
-61,4 %
2.979.137 $+899.462 $
+43,3 %
2.079.675 $+760.015 $
+57,6 %
1.319.660 $-52.908 $
-3,9 %
STOLZ & ASSOCIATES, PS2.966.679 $-11.901 $
-0,4 %
2.978.580 $+1.411.440 $
+90,1 %
1.567.140 $
Savvy Advisors, Inc.2.865.406 $+1.394.983 $
+94,9 %
1.470.423 $+1.219.973 $
+487,1 %
250.450 $
Onyx Bridge Wealth Group LLC2.809.636 $
Betterment LLC948.000 $-629.000 $
-39,9 %
1.577.000 $-345.000 $
-18,0 %
1.922.000 $-856.000 $
-30,8 %
2.778.000 $+621.000 $
+28,8 %
PFG Advisors2.774.353 $+540.287 $
+24,2 %
2.234.066 $+324.372 $
+17,0 %
1.909.694 $+24.988 $
+1,3 %
1.884.706 $+629.994 $
+50,2 %
3EDGE Asset Management, LP2.705.224 $+72.668 $
+2,8 %
2.632.556 $+510.363 $
+24,0 %
2.122.193 $
Advisor OS, LLC2.675.469 $+286.975 $
+12,0 %
2.388.494 $-10.072 $
-0,4 %
2.398.566 $-2.171 $
-0,1 %
2.400.737 $+96.692 $
+4,2 %
RAYMOND JAMES FINANCIAL INC2.580.502 $+2.373.761 $
+1.148,2 %
206.741 $-31.707 $
-13,3 %
238.448 $+4.054 $
+1,7 %
234.394 $
Gladstone Institutional Advisory LLC2.560.044 $
Owen LaRue, LLC2.531.209 $+43.606 $
+1,8 %
2.487.603 $+470.033 $
+23,3 %
2.017.570 $-495.018 $
-19,7 %
2.512.588 $
WMG Financial Advisors, LLC2.506.467 $+2.253.448 $
+890,6 %
VIMA LLC2.487.694 $
CHANNEL WEALTH LLC2.444.372 $+131.172 $
+5,7 %
2.313.200 $+116.846 $
+5,3 %
2.196.354 $+1.482.090 $
+207,5 %
714.264 $
Strive Financial Group ,LLC2.405.964 $-7.036 $
-0,3 %
2.413.000 $+831.436 $
+52,6 %
1.581.564 $
MCDONALD PARTNERS LLC2.314.429 $+541.595 $
+30,5 %
1.772.834 $+37.450 $
+2,2 %
1.735.384 $+3.641 $
+0,2 %
1.731.743 $+1.392.876 $
+411,0 %
Advisory Services Network, LLC1.780.980 $-525.767 $
-22,8 %
2.306.747 $+191.167 $
+9,0 %
2.115.580 $-31.924 $
-1,5 %
2.147.504 $+322.723 $
+17,7 %
DIVERSIFY WEALTH MANAGEMENT, LLC2.300.910 $
Diversify Advisory Services, LLC2.300.910 $
&PARTNERS2.211.358 $+1.379.903 $
+166,0 %
831.455 $+201.781 $
+32,0 %
629.674 $
MML INVESTORS SERVICES, LLC1.102.776 $+125.609 $
+12,9 %
977.167 $-1.227.638 $
-55,7 %
2.204.805 $+494.300 $
+28,9 %
1.710.505 $+717.505 $
+72,3 %
Harvest Investment Services, LLC2.167.848 $+1.004.143 $
+86,3 %
1.163.705 $+376.667 $
+47,9 %
787.038 $+112.375 $
+16,7 %
674.663 $
Ausdal Financial Partners, Inc.2.125.809 $+468.863 $
+28,3 %
1.656.946 $+389.042 $
+30,7 %
1.267.904 $+572.445 $
+82,3 %
695.459 $+100.708 $
+16,9 %
TrustBank1.478.485 $-621.965 $
-29,6 %
2.100.450 $
WealthTrust Asset Management, LLC1.955.413 $-120.184 $
-5,8 %
2.075.597 $+755.275 $
+57,2 %
1.320.322 $+139.736 $
+11,8 %
1.180.586 $+423.361 $
+55,9 %
Ankerstar Wealth, LLC1.071.881 $-356.416 $
-25,0 %
1.428.297 $-586.473 $
-29,1 %
2.014.770 $
Palacios Wealth Management, LLC1.981.355 $+964.906 $
+94,9 %
1.016.449 $
FFG Partners, LLC1.975.990 $
SILVER OAK SECURITIES, INCORPORATED1.899.696 $+910.224 $
+92,0 %
989.472 $+139.930 $
+16,5 %
849.542 $+425.894 $
+100,5 %
423.648 $
Able Wealth Management LLC1.871.989 $+509.738 $
+37,4 %
1.362.251 $+236.769 $
+21,0 %
1.125.482 $+659.953 $
+141,8 %
465.529 $+10.292 $
+2,3 %
Belpointe Asset Management LLC1.863.349 $+1.061.124 $
+132,3 %
802.225 $
Jessup Wealth Management, Inc1.847.437 $+1.719.738 $
+1.346,7 %
127.699 $
Camelot Portfolios, LLC1.656.041 $+14.347 $
+0,9 %
1.641.694 $-143.099 $
-8,0 %
1.784.793 $+114.210 $
+6,8 %
1.670.583 $+39.065 $
+2,4 %
Sowell Financial Services LLC1.740.241 $
MARIPAU WEALTH MANAGEMENT LLC1.578.983 $-148.577 $
-8,6 %
1.727.560 $+125.178 $
+7,8 %
1.602.382 $+61.065 $
+4,0 %
1.541.317 $+132.600 $
+9,4 %
Signal Advisors Wealth, LLC1.578.983 $-148.577 $
-8,6 %
1.727.560 $+2.060 $
+0,1 %
1.725.500 $+184.183 $
+11,9 %
1.541.317 $+132.599 $
+9,4 %
Haven Private, LLC1.718.099 $
WINNACLE WEALTH LLC1.701.032 $+638.221 $
+60,1 %
1.062.811 $
NBZ Investment Advisors LLC1.274.451 $-46.335 $
-3,5 %
1.320.786 $-106.963 $
-7,5 %
1.427.749 $-242.721 $
-14,5 %
1.670.470 $+54.026 $
+3,3 %
New England Capital Financial Advisors LLC1.652.361 $+60.301 $
+3,8 %
1.592.060 $+5.123 $
+0,3 %
1.586.937 $+46.960 $
+3,0 %
1.539.977 $+29.967 $
+2,0 %
Vestmark Advisory Solutions, Inc.1.644.080 $
Consolidated Portfolio Review Corp1.615.045 $+1.384.055 $
+599,2 %
Arax Advisory Partners1.534.972 $
Legacy Wealth Managment, LLC/ID355.976 $+153.158 $
+75,5 %
202.818 $-1.107.235 $
-84,5 %
1.310.053 $-214.725 $
-14,1 %
1.524.778 $-172.973 $
-10,2 %
Cyr Financial Inc.1.429.283 $+197.425 $
+16,0 %
1.231.858 $-210.277 $
-14,6 %
1.442.135 $+193.550 $
+15,5 %
1.248.585 $-30.523 $
-2,4 %
Astoria Portfolio Advisors LLC.1.434.252 $+282.515 $
+24,5 %
1.151.737 $+183.047 $
+18,9 %
968.690 $+248.506 $
+34,5 %
720.184 $+10.816 $
+1,5 %
Allworth Financial LP1.429.214 $+68.433 $
+5,0 %
1.360.781 $+286.726 $
+26,7 %
1.074.055 $+459.263 $
+74,7 %
614.792 $+299.893 $
+95,2 %
Essex Financial Services, Inc.1.418.971 $
FIGURE 8 INVESTMENT STRATEGIES LLC234.127 $-1.183.338 $
-83,5 %
1.417.465 $+665.388 $
+88,5 %
Concurrent Investment Advisors, LLC1.405.346 $+373.731 $
+36,2 %
1.031.615 $+81.598 $
+8,6 %
950.017 $+695.475 $
+273,2 %
254.542 $-691.923 $
-73,1 %
Garden State Investment Advisory Services LLC1.240.347 $+600.663 $
+93,9 %
639.684 $-763.108 $
-54,4 %
1.402.792 $+840.687 $
+149,6 %
562.105 $-747.209 $
-57,1 %
Insight Wealth Strategies, LLC1.402.367 $+306.515 $
+28,0 %
1.095.852 $+254.089 $
+30,2 %
841.763 $+146.999 $
+21,2 %
694.764 $
Rooted Wealth Advisors, Inc.1.375.755 $+17.445 $
+1,3 %
1.358.310 $+16.133 $
+1,2 %
1.342.177 $+671.166 $
+100,0 %
671.011 $
UBS Group AG417.682 $+180.475 $
+76,1 %
237.207 $-160.728 $
-40,4 %
397.935 $-953.792 $
-70,6 %
1.351.727 $+82.422 $
+6,5 %
GOLDMAN SACHS GROUP INC449.087 $-862.806 $
-65,8 %
1.311.893 $
CacheTech Inc.1.300.981 $
Commerce Advisors, LLC1.288.839 $+925.344 $
+254,6 %
363.495 $
Prospera Financial Services Inc1.283.908 $-23.051 $
-1,8 %
TrueWealth Advisors, LLC1.277.278 $+411.933 $
+47,6 %
865.345 $+431.836 $
+99,6 %
433.509 $
Clear Creek Financial Management, LLC1.272.448 $+97.656 $
+8,3 %
1.174.792 $+506.426 $
+75,8 %
668.366 $
Investment Partners Asset Management, Inc.1.168.006 $+48.864 $
+4,4 %
1.119.142 $+894 $
+0,1 %
1.118.248 $-137.700 $
-11,0 %
1.255.948 $+368.169 $
+41,5 %
PRINCIPAL SECURITIES, INC.1.239.633 $+94.305 $
+8,2 %
1.145.328 $+908.220 $
+383,0 %
Bright Futures Wealth Management, LLC.1.235.439 $+770.430 $
+165,7 %
465.009 $
TITLEIST ASSET MANAGEMENT, LLC803.625 $-168.812 $
-17,4 %
972.437 $-239.163 $
-19,7 %
1.211.600 $
BRADLEY FOSTER & SARGENT INC/CT1.207.579 $+28.488 $
+2,4 %
1.179.091 $+673.010 $
+133,0 %
GREENBERG FINANCIAL GROUP1.189.730 $-4.639.801 $
-79,6 %
Family Office Research LLC1.176.626 $+763.795 $
+185,0 %
412.831 $
EVEXIA WEALTH LLC1.014.556 $-140.554 $
-12,2 %
1.155.110 $+74.280 $
+6,9 %
1.080.830 $
Sugar Maple Asset Management, LLC1.141.062 $+15.697 $
+1,4 %
1.125.365 $+8.990 $
+0,8 %
1.116.375 $+13.073 $
+1,2 %
1.103.302 $+16.567 $
+1,5 %
LexAurum Advisors, LLC1.118.517 $+125.499 $
+12,6 %
993.018 $
Orion Porfolio Solutions, LLC345.352 $-768.706 $
-69,0 %
1.114.058 $
Janney Montgomery Scott LLC1.112.000 $+752.000 $
+208,9 %
360.000 $+31.000 $
+9,4 %
329.000 $
Burnham & Co LLC1.093.050 $
Belvedere Trading LLC1.089.492 $
AXXCESS WEALTH MANAGEMENT, LLC446.248 $-127.324 $
-22,2 %
573.572 $-487.287 $
-45,9 %
1.060.859 $
Next Level Private LLC973.162 $-71.010 $
-6,8 %
1.044.172 $+457.521 $
+78,0 %
586.651 $
BCGM Wealth Management, LLC1.043.048 $+14.349 $
+1,4 %
1.028.699 $+8.218 $
+0,8 %
1.020.481 $+11.950 $
+1,2 %
1.008.531 $+15.144 $
+1,5 %
Creative Planning1.020.305 $+30.139 $
+3,0 %
990.166 $
ELEVATION POINT WEALTH PARTNERS, LLC965.111 $
Elequin Capital, LP308.601 $-631.274 $
-67,2 %
939.875 $+843.386 $
+874,1 %
96.489 $-500.852 $
-83,8 %
Sigma Planning Corp933.678 $+276.539 $
+42,1 %
657.139 $+204.963 $
+45,3 %
452.176 $+4.494 $
+1,0 %
447.682 $+9.848 $
+2,2 %
Sloy Dahl & Holst, LLC932.682 $+31.340 $
+3,5 %
901.342 $-71 $
-0,0 %
901.413 $+22.036 $
+2,5 %
879.377 $+32.702 $
+3,9 %
SageView Advisory Group, LLC909.816 $+26.912 $
+3,0 %
882.904 $-41.959 $
-4,5 %
924.863 $+62.312 $
+7,2 %
862.551 $+18.341 $
+2,2 %
Fearless Solutions, LLC dba Best Invest923.191 $+167.387 $
+22,1 %
755.804 $+206.460 $
+37,6 %
549.344 $
Sterling Financial Planning, Inc.903.080 $+24.385 $
+2,8 %
878.695 $+191.469 $
+27,9 %
687.226 $+227.671 $
+49,5 %
459.555 $-111.584 $
-19,5 %
CGN Advisors LLC806.529 $-10.154 $
-1,2 %
816.683 $-64.890 $
-7,4 %
881.573 $+261.722 $
+42,2 %
619.851 $
NewEdge Advisors, LLC197.700 $-294.046 $
-59,8 %
491.746 $-156.840 $
-24,2 %
648.586 $-231.288 $
-26,3 %
879.874 $-259.738 $
-22,8 %
Realta Investment Advisors866.305 $+653.775 $
+307,6 %
212.530 $
Estate Planners Group, LLC849.692 $+636.503 $
+298,6 %
213.189 $-126.402 $
-37,2 %
339.591 $
Beacon Pointe Advisors, LLC772.107 $-72.149 $
-8,5 %
844.256 $
ADAMSBROWN WEALTH CONSULTANTS LLC842.360 $+23.013 $
+2,8 %
819.347 $+1.178 $
+0,1 %
818.169 $
J. M. Brown & Associates Inc.834.590 $
Trask Adam Roland832.134 $
CIBC WORLD MARKET INC.831.048 $+226.959 $
+37,6 %
604.089 $
Applied Capital LLC729.064 $-81.271 $
-10,0 %
810.335 $+314.910 $
+63,6 %
495.425 $-43.714 $
-8,1 %
539.139 $
Inspire Advisors, LLC639.053 $-158.251 $
-19,8 %
797.304 $
William Mack & Associates, Inc.784.064 $+564.569 $
+257,2 %
219.495 $
Markin Asset Management, LP712.282 $-7.827 $
-1,1 %
720.109 $-47.780 $
-6,2 %
767.889 $
Fortitude Advisory Group L.L.C.758.965 $+18.485 $
+2,5 %
740.480 $+1.775 $
+0,2 %
738.705 $+11.530 $
+1,6 %
727.175 $-24.265 $
-3,2 %
Perigon Wealth Management, LLC733.078 $
M Holdings Securities, Inc.715.000 $+309.000 $
+76,1 %
406.000 $
HRT FINANCIAL LP700.000 $+53.000 $
+8,2 %
647.000 $
CREATIVE FINANCIAL DESIGNS INC /ADV572.437 $-105.848 $
-15,6 %
678.285 $+63.178 $
+10,3 %
615.107 $+47.682 $
+8,4 %
567.425 $+16.419 $
+3,0 %
HBW ADVISORY SERVICES LLC662.226 $+311.171 $
+88,6 %
351.055 $
Mariner, LLC657.355 $+17.319 $
+2,7 %
640.036 $-1.588 $
-0,2 %
641.624 $+10.484 $
+1,7 %
631.140 $+13.403 $
+2,2 %
RPS ADVISORY SOLUTIONS LLC656.460 $
OneDigital Investment Advisors LLC656.110 $+188.852 $
+40,4 %
467.258 $+75.206 $
+19,2 %
392.052 $-193.128 $
-33,0 %
585.180 $+323.551 $
+123,7 %
FULCRUM WEALTH ADVISORS, LLC649.802 $+37.316 $
+6,1 %
612.486 $
Secure Asset Management, LLC636.490 $+407.877 $
+178,4 %
228.613 $+7.065 $
+3,2 %
LIBERTY SQUARE WEALTH PARTNERS LLC617.202 $+118.440 $
+23,7 %
498.762 $+41.414 $
+9,1 %
457.348 $+21.569 $
+4,9 %
435.779 $+51.018 $
+13,3 %
Prosperity Wealth Management, Inc.597.222 $-17.877 $
-2,9 %
615.099 $+72.561 $
+13,4 %
Mid-American Wealth Advisory Group, Inc.573.118 $+0 $
+0,0 %
573.118 $+210.459 $
+58,0 %
362.659 $
Wick Capital Partners, LLC260.747 $+3.587 $
+1,4 %
257.160 $+2.054 $
+0,8 %
255.106 $-311.397 $
-55,0 %
566.503 $-53.438 $
-8,6 %
CAPTRUST FINANCIAL ADVISORS566.042 $
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC498.619 $-46.752 $
-8,6 %
545.371 $-477 $
-0,1 %
Leelyn Smith, LLC536.392 $+14.770 $
+2,8 %
521.622 $+519 $
+0,1 %
521.103 $
BANK OF AMERICA CORP /DE/530.393 $+513.489 $
+3.037,7 %
16.904 $-7.545 $
-30,9 %
24.449 $-45.992 $
-65,3 %
Cannon Advisors, Inc.519.855 $+264.231 $
+103,4 %
255.624 $
TD Capital Management LLC515.180 $+130.500 $
+33,9 %
384.680 $+75.207 $
+24,3 %
309.473 $+159.408 $
+106,2 %
150.065 $
SMITH, MOORE & CO.508.389 $+74.458 $
+17,2 %
433.931 $+185.477 $
+74,7 %
248.454 $-795 $
-0,3 %
249.249 $
AlphaStar Capital Management, LLC507.654 $+176.685 $
+53,4 %
330.969 $
Focus Partners Wealth503.385 $+29.898 $
+6,3 %
473.487 $-25.828 $
-5,2 %
499.315 $
SIMPLEX TRADING, LLC78.228 $-424.572 $
-84,4 %
502.800 $+484.083 $
+2.586,3 %
18.717 $
Moors & Cabot, Inc.217.680 $-232.026 $
-51,6 %
449.706 $-43.479 $
-8,8 %
493.185 $+226.592 $
+85,0 %
266.593 $-4.555 $
-1,7 %
Delta Investment Management, LLC401.563 $-80.840 $
-16,8 %
482.403 $
MJP ASSOCIATES INC /ADV481.271 $+221.338 $
+85,2 %
259.933 $+1.698 $
+0,7 %
258.235 $+3.462 $
+1,4 %
254.773 $-30.757 $
-10,8 %
Triad Wealth Partners, LLC475.696 $+51.347 $
+12,1 %
424.349 $-10.610 $
-2,4 %
434.959 $+160.648 $
+58,6 %
274.311 $
Spartan Wealth Advisory Services LLC462.153 $
Encompass More Asset Management459.713 $+92.443 $
+25,2 %
367.270 $+18.687 $
+5,4 %
348.583 $
Merit Financial Group, LLC456.236 $+8.176 $
+1,8 %
Financial Futures Ltd Liability Co.455.468 $+224.758 $
+97,4 %
230.710 $
Beaumont Financial Advisors, LLC453.272 $
Freedom Financial Partners LLC448.632 $+209.142 $
+87,3 %
239.490 $
Essential Investment Partners LLC442.099 $+99.912 $
+29,2 %
342.187 $+311.257 $
+1.006,3 %
30.930 $
Element Wealth, LLC440.503 $+88.769 $
+25,2 %
351.734 $+71.151 $
+25,4 %
280.583 $
CHAPIN DAVIS, INC.435.360 $+33.120 $
+8,2 %
402.240 $
Liberty Atlantic Advisors LLC340.046 $-82.748 $
-19,6 %
422.794 $
DWM Financial Group, Inc.422.528 $
Accurate Wealth Management, LLC419.574 $+196.574 $
+88,1 %
223.000 $
Sonoma Private Wealth LLC307.765 $-6.836 $
-2,2 %
314.601 $-95.547 $
-23,3 %
410.148 $-28.541 $
-6,5 %
Matrix Trust Co404.000 $
Salus Financial Advisors, LLC397.130 $
Atria Investments, Inc207.253 $-188.133 $
-47,6 %
395.386 $+22.533 $
+6,0 %
FOCUSED ALPHA, LLC392.014 $+37.997 $
+10,7 %
354.017 $-1.832 $
-0,5 %
355.849 $
Ameritas Advisory Services, LLC370.685 $+192.533 $
+108,1 %
City Center Advisors, LLC368.112 $+2.523 $
+0,7 %
Motiv8 Investments LLC364.000 $
CreativeOne Wealth, LLC361.267 $+61.648 $
+20,6 %
299.619 $
AMERICAN ASSET MANAGEMENT INC.350.210 $+5.282 $
+1,5 %
344.928 $+7.366 $
+2,2 %
World Investment Advisors342.127 $
ROVIN CAPITAL /UT/ /ADV342.000 $
ARMSTRONG ADVISORY GROUP, INC326.451 $+275.686 $
+543,1 %
50.765 $+56 $
+0,1 %
50.709 $+660 $
+1,3 %
50.049 $
Ellis Investment Partners, LLC319.721 $+9.064 $
+2,9 %
310.657 $-134 $
-0,0 %
310.791 $+3.468 $
+1,1 %
307.323 $
Ashton Thomas Private Wealth, LLC313.241 $+6.133 $
+2,0 %
307.108 $+103.087 $
+50,5 %
BECK CAPITAL MANAGEMENT, LLC309.195 $+81.980 $
+36,1 %
227.215 $
Ascentis Independent Advisors306.577 $-334.826 $
-52,2 %
AE Wealth Management LLC306.000 $
Diligent Investors, LLC217.662 $-10.873 $
-4,8 %
228.535 $-21.078 $
-8,4 %
249.613 $-55.416 $
-18,2 %
305.029 $+13.627 $
+4,7 %
CAP Partners, LLC298.505 $-4.708 $
-1,6 %
303.213 $-130 $
-0,0 %
303.343 $+3.384 $
+1,1 %
299.959 $+5.811 $
+2,0 %
J.W. COLE ADVISORS, INC.297.587 $+8.853 $
+3,1 %
288.734 $+3.153 $
+1,1 %
285.581 $+7.075 $
+2,5 %
FINANCIAL MANAGEMENT NETWORK INC247.585 $+12.438 $
+5,3 %
235.147 $-55.670 $
-19,1 %
290.817 $
Cobblestone Asset Management LLC207.491 $-81.745 $
-28,3 %
289.236 $
FIFTH THIRD BANCORP50.339 $-236.408 $
-82,4 %
286.747 $
Security Financial Services, INC.282.075 $+8.466 $
+3,1 %
273.609 $-608 $
-0,2 %
274.217 $
Quantinno Capital Management LP276.284 $
Aptus Capital Advisors, LLC258.491 $-11.324 $
-4,2 %
269.815 $-5.660 $
-2,1 %
275.475 $+18.705 $
+7,3 %
256.770 $
Bedel Financial Consulting, Inc.250.362 $-23.091 $
-8,4 %
273.453 $+18.587 $
+7,3 %
254.866 $+2.936 $
+1,2 %
Capital Investment Advisory Services, LLC270.666 $
Collaborative Wealth Managment Inc.261.943 $+53.971 $
+26,0 %
207.972 $
Sulzberger Capital Advisors, Inc.260.069 $-2.110 $
-0,8 %
BROWN WEALTH MANAGEMENT, LLC212.603 $-31.077 $
-12,8 %
243.680 $-13.319 $
-5,2 %
256.999 $
LAUREL OAK WEALTH MANAGEMENT, LLC252.651 $
Catalina Capital Group, LLC239.996 $
SITTNER & NELSON, LLC239.267 $+30.233 $
+14,5 %
209.034 $-12.936 $
-5,8 %
221.970 $
Cyndeo Wealth Partners, LLC212.751 $+7.172 $
+3,5 %
205.579 $-28.190 $
-12,1 %
233.769 $+3.530 $
+1,5 %
230.239 $-10.170 $
-4,2 %
Mayflower Financial Advisors, LLC225.390 $+17.147 $
+8,2 %
208.243 $
VISTA INVESTMENT PARTNERS LLC217.859 $+1.740 $
+0,8 %
216.119 $-8.219 $
-3,7 %
224.338 $+3.369 $
+1,5 %
Momentum Wealth Planning, LLC218.324 $
GUARDIAN WEALTH ADVISORS, LLC / NC216.962 $
Seneca House Advisors211.567 $
Wealthspire Retirement, LLC203.619 $
Valtinson Bruner Financial Planning LLC203.350 $
MRA Advisory Group201.429 $
ERn Financial, LLC200.674 $
Fairscale Capital, LLC199.801 $
Regatta Research & Money Management190.785 $
WELLS FARGO & COMPANY/MN190.482 $+190.451 $
+614.358,1 %
31 $+25 $
+416,7 %
6 $
MORGAN STANLEY124.716 $+16.916 $
+15,7 %
107.800 $-192 $
-0,2 %
107.992 $-65.022 $
-37,6 %
173.014 $+68.470 $
+65,5 %
Geneos Wealth Management Inc.160.540 $+48.897 $
+43,8 %
111.643 $+123 $
+0,1 %
111.520 $-15.317 $
-12,1 %
126.837 $+99.889 $
+370,7 %
Activest Wealth Management155.109 $+93.105 $
+150,2 %
62.004 $
WOLFF WIESE MAGANA LLC152.475 $
Truvestments Capital LLC87.581 $-4.375 $
-4,8 %
91.956 $-13.291 $
-12,6 %
105.247 $-22.823 $
-17,8 %
128.070 $+5.598 $
+4,6 %
Blue Trust, Inc.121.815 $
Greenline Wealth Management LLC118.826 $
HUNTINGTON NATIONAL BANK106.982 $
SHP Wealth Management100.083 $
Midwest Capital Advisors, LLC90.092 $
Boreal Capital Management LLC80.673 $
Roxbury Financial LLC79.453 $+6.044 $
+8,2 %
73.409 $
Montgomery Financial Services LLC68.071 $
Spire Wealth Management66.844 $+2.006 $
+3,1 %
64.838 $-144 $
-0,2 %
64.982 $
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO56.045 $
CHESAPEAKE ASSET MANAGEMENT LLC54.420 $+4.140 $
+8,2 %
50.280 $
KERR FINANCIAL PLANNING Corp52.588 $+1.249 $
+2,4 %
51.339 $
WFA of San Diego, LLC51.814 $+50.210 $
+3.130,3 %
1.604 $-3.372 $
-67,8 %
Global Retirement Partners, LLC47.981 $+11.935 $
+33,1 %
36.046 $+647 $
+1,8 %
35.399 $-279 $
-0,8 %
Hamrick Investment Counsel, llc47.914 $
AdvisorNet Financial, Inc46.120 $+5.399 $
+13,3 %
Clark Wealth Partners42.657 $+4.626 $
+12,2 %
38.031 $
Sunrise Financial Services, LLC40.590 $+15.775 $
+63,6 %
24.815 $
LANARK FINANCIAL, INC.40.216 $+3.726 $
+10,2 %
36.490 $+4.371 $
+13,6 %
32.119 $+2.119 $
+7,1 %
ASSETMARK, INC40.183 $
Wealthspire Advisors, LLC39.579 $
Beaird Harris Wealth Management, LLC20.225 $-1.011 $
-4,8 %
21.236 $-4.724 $
-18,2 %
25.960 $-5.791 $
-18,2 %
31.751 $+1.418 $
+4,7 %
CX Institutional30.000 $+0 $
+0,0 %
30.000 $+0 $
+0,0 %
30.000 $+0 $
+0,0 %
30.000 $+2.000 $
+7,1 %
Murphy & Mullick Capital Management Corp28.198 $+3.058 $
+12,2 %
25.140 $
Continuum Advisory, LLC27.920 $
CWM, LLC22.126 $+126 $
+0,6 %
22.000 $+0 $
+0,0 %
22.000 $+1.000 $
+4,8 %
Stephens Consulting, LLC20.060 $-728 $
-3,5 %
20.788 $+378 $
+1,9 %
Bogart Wealth, LLC17.625 $
GHP Investment Advisors, Inc.15.728 $+1.197 $
+8,2 %
14.531 $
High Note Wealth, LLC14.132 $
Planning Strategies Inc.13.834 $
Pinnacle Wealth Planning Services, Inc.11.703 $+161 $
+1,4 %
11.542 $+92 $
+0,8 %
11.450 $
CONSULTIVA WEALTH MANAGEMENT, CORP.11.084 $
NVWM, LLC10.884 $+828 $
+8,2 %
10.056 $-640 $
-6,0 %
10.696 $
MAI Capital Management10.765 $
ROTHSCHILD INVESTMENT LLC9.928 $+204 $
+2,1 %
9.724 $
CULLEN/FROST BANKERS, INC.9.302 $
Atlantic Union Bankshares Corp8.979 $+525 $
+6,2 %
8.454 $-192 $
-2,2 %
8.646 $
Scarborough Advisors, LLC6.382 $-165 $
-2,5 %
6.547 $+137 $
+2,1 %
6.410 $+218 $
+3,5 %
Keating Financial Advisory Services, Inc.6.119 $+547 $
+9,8 %
5.572 $
SBI Securities Co., Ltd.5.252 $+941 $
+21,8 %
4.311 $+3.043 $
+240,0 %
1.268 $+17 $
+1,4 %
1.251 $-30 $
-2,3 %
Elevated Capital Advisors, LLC977 $+75 $
+8,3 %
902 $-2.597 $
-74,2 %
3.499 $
JONES FINANCIAL COMPANIES LLLP3.387 $+2.740 $
+423,5 %
647 $
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2.696 $+28 $
+1,0 %
2.668 $
DHJJ Financial Advisors, Ltd.852 $-735 $
-46,3 %
1.587 $-182 $
-10,3 %
1.769 $+129 $
+7,9 %
1.640 $+82 $
+5,3 %
Acumen Wealth Advisors, LLC1.748 $
City State Bank749 $+78 $
+11,6 %
671 $+10 $
+1,5 %
661 $+23 $
+3,6 %
Private Wealth Asset Management, LLC748 $+44 $
+6,3 %
704 $
Tower Research Capital LLC (TRC)267 $
FMR LLC242 $
Smallwood Wealth Investment Management, LLC158 $
SWAN Capital LLC0 $
2.307.776.498 $+1.277.414.033 $
+2.817,1 %
1.021.144.039 $+174.438.288 $
+64,1 %
773.477.693 $+127.221.404 $
+131,4 %
589.580.264 $+42.735.743 $
+179,2 %
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