| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 703.673.807 $ | +50.615.841 $ | +36,6 % | 4.166.643.617 $ | -966.955.694 $ | +292,8 % | 5.239.799.824 $ | +1.388.918.047 $ | +596,4 % | 3.822.114.874 $ | +73.261.475 $ | +171,2 % |
| WELLS FARGO & COMPANY/MN | 1.062.033.539 $ | -700.414.037 $ | -39,7 % | 1.762.447.576 $ | +449.568.614 $ | +34,2 % | 1.312.878.962 $ | -30.706.798 $ | -2,3 % | |||
| Empower Advisory Group, LLC | 519.994.334 $ | -77.573.083 $ | -13,0 % | 597.567.417 $ | +161.713.468 $ | +37,1 % | 435.853.949 $ | -4.919.140 $ | -1,1 % | |||
| LPL Financial LLC | 494.349.595 $ | -38.446.870 $ | -7,2 % | 532.796.465 $ | +131.803.514 $ | +32,9 % | 400.992.951 $ | -6.545.146 $ | -1,6 % | |||
| MORGAN STANLEY | 314.249.222 $ | -47.445.208 $ | -13,1 % | 361.694.430 $ | +108.924.211 $ | +43,1 % | 252.770.219 $ | +7.099.170 $ | +2,9 % | |||
| FMR LLC | 264.875.649 $ | +161.468.140 $ | +156,1 % | |||||||||
| STATE STREET CORP | 156.979.326 $ | +2.175.816 $ | +1,4 % | 154.803.510 $ | +72.117.388 $ | +87,2 % | 82.686.122 $ | -44.292.366 $ | -34,9 % | |||
| SigFig Wealth Management, LLC | 128.795.212 $ | +19.161.089 $ | +17,5 % | 109.634.123 $ | -6.438.754 $ | -5,5 % | 116.072.877 $ | +14.893.708 $ | +14,7 % | 101.179.169 $ | +710.929 $ | +0,7 % |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 121.121.633 $ | +26.574.619 $ | +28,1 % | 94.547.014 $ | -21.902.794 $ | -18,8 % | 116.449.808 $ | +5.321.592 $ | +4,8 % | |||
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 87.201.256 $ | -8.104.278 $ | -8,5 % | 95.305.534 $ | ||||||||
| BANK OF AMERICA CORP /DE/ | 61.597.263 $ | -23.260.406 $ | -27,4 % | 84.857.669 $ | +22.376.790 $ | +35,8 % | 62.480.879 $ | -10.983.072 $ | -15,0 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 20.426.742 $ | -47.674.617 $ | -70,0 % | 68.101.359 $ | +13.883.870 $ | +25,6 % | 54.217.489 $ | +215.390 $ | +0,4 % | |||
| Mirae Asset Global Investments Co., Ltd. | 45.172.673 $ | +6.111.573 $ | +15,6 % | 39.061.100 $ | -22.848.651 $ | -36,9 % | 61.909.751 $ | +56.358.663 $ | +1.015,3 % | 5.551.088 $ | ||
| Briaud Financial Planning Inc | 47.638.855 $ | +21.087.313 $ | +79,4 % | 26.551.542 $ | -22.068.706 $ | -45,4 % | 48.620.248 $ | +11.927.179 $ | +32,5 % | 36.693.069 $ | +307.490 $ | +0,8 % |
| 3EDGE Asset Management, LP | 613.779 $ | -47.268.799 $ | -98,7 % | 47.882.578 $ | ||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42.999.869 $ | -3.565.179 $ | -7,7 % | 46.565.048 $ | +4.853.890 $ | +11,6 % | 41.711.158 $ | +470.097 $ | +1,1 % | |||
| Cambridge Investment Research Advisors, Inc. | 25.217.000 $ | -20.639.000 $ | -45,0 % | 45.856.000 $ | +29.661.000 $ | +183,1 % | 16.195.000 $ | +7.506.000 $ | +86,4 % | 8.689.000 $ | +514.000 $ | +6,3 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 45.052.838 $ | +3.615.299 $ | +8,7 % | 41.437.539 $ | -1.138.587 $ | -2,7 % | 42.576.126 $ | +26.750.672 $ | +169,0 % | 15.825.454 $ | +1.459.188 $ | +10,2 % |
| Wealthspire Advisors, LLC | 42.236.958 $ | +39.315.478 $ | +1.345,7 % | 2.921.480 $ | +788.433 $ | +37,0 % | 2.133.047 $ | +1.110.513 $ | +108,6 % | |||
| Tidal Investments LLC | 41.082.100 $ | +4.476.072 $ | +12,2 % | 36.606.028 $ | +31.617.244 $ | +633,8 % | 4.988.784 $ | -4.577.526 $ | -47,9 % | |||
| SCS Capital Management LLC | 33.857.151 $ | -3.383.872 $ | -9,1 % | 37.241.023 $ | +9.260.297 $ | +33,1 % | 27.980.726 $ | +1.947.322 $ | +7,5 % | |||
| PARK AVENUE SECURITIES LLC | 445.000 $ | +126.000 $ | +39,5 % | 319.000 $ | -32.061.000 $ | -99,0 % | 32.380.000 $ | +7.476.000 $ | +30,0 % | 24.904.000 $ | -365.000 $ | -1,4 % |
| CWM, LLC | 31.069.186 $ | +10.368.186 $ | +50,1 % | 20.701.000 $ | +808.000 $ | +4,1 % | ||||||
| HighTower Advisors, LLC | 26.580.952 $ | -3.333.096 $ | -11,1 % | 29.914.048 $ | -907.749 $ | -2,9 % | 30.821.797 $ | -24.354 $ | -0,1 % | |||
| UBS Group AG | 19.184.913 $ | -10.534.579 $ | -35,4 % | 29.719.492 $ | +19.903.110 $ | +202,8 % | 9.816.382 $ | -973.871 $ | -9,0 % | |||
| POTOMAC FUND MANAGEMENT INC /ADV | 23.897.812 $ | -5.243.590 $ | -18,0 % | 29.141.402 $ | ||||||||
| JANE STREET GROUP, LLC | 28.216.727 $ | +20.025.432 $ | +244,5 % | 8.191.295 $ | +8.027.436 $ | +4.899,0 % | ||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26.960.778 $ | +11.850.810 $ | +78,4 % | 15.109.968 $ | +14.726.738 $ | +3.842,8 % | 383.230 $ | -66.675 $ | -14,8 % | |||
| Bluespring Wealth Management, LLC | 26.893.828 $ | |||||||||||
| FLOW TRADERS U.S. LLC | 25.304.000 $ | +24.571.000 $ | +3.352,1 % | 733.000 $ | ||||||||
| Marion Wealth Management | 21.051.285 $ | +3.998.813 $ | +23,5 % | 17.052.472 $ | -2.169.424 $ | -11,3 % | 19.221.896 $ | +3.130.520 $ | +19,5 % | 16.091.376 $ | +1.728.881 $ | +12,0 % |
| OSAIC HOLDINGS, INC. | 19.497.767 $ | +6.812.371 $ | +53,7 % | 12.685.396 $ | +3.245.950 $ | +34,4 % | 9.439.446 $ | -7.929.654 $ | -45,7 % | |||
| EXENCIAL WEALTH ADVISORS, LLC | 17.911.182 $ | +4.162.709 $ | +30,3 % | 13.748.473 $ | +383.590 $ | +2,9 % | ||||||
| HSBC HOLDINGS PLC | 13.974.400 $ | -3.709.320 $ | -21,0 % | 17.683.720 $ | +167.220 $ | +1,0 % | 17.516.500 $ | +8.639.270 $ | +97,3 % | |||
| AVALON CAPITAL MANAGEMENT | 5.764.852 $ | -2.255.310 $ | -28,1 % | 8.020.162 $ | -9.163.391 $ | -53,3 % | 17.183.553 $ | |||||
| AE Wealth Management LLC | 8.055.451 $ | -8.961.818 $ | -52,7 % | 17.017.269 $ | ||||||||
| GOLDMAN SACHS GROUP INC | 16.068.214 $ | -658.789 $ | -3,9 % | 16.727.003 $ | +2.475.991 $ | +17,4 % | 14.251.012 $ | +923.374 $ | +6,9 % | |||
| Johnson Financial Group, LLC | 15.025.861 $ | +2.151.046 $ | +16,7 % | 12.874.815 $ | -3.546.564 $ | -21,6 % | 16.421.379 $ | +3.611.165 $ | +28,2 % | 12.810.214 $ | +3.880.150 $ | +43,5 % |
| Quadrature Capital Ltd | 1.399.711 $ | -15.005.429 $ | -91,5 % | 16.405.140 $ | +14.579.810 $ | +798,7 % | ||||||
| Jacobi Capital Management LLC | 16.305.251 $ | +2.943.225 $ | +22,0 % | 13.362.026 $ | ||||||||
| Kiker Wealth Management, LLC | 14.695.149 $ | -1.508.025 $ | -9,3 % | 16.203.174 $ | +15.887.758 $ | +5.037,1 % | 315.416 $ | -12.328.485 $ | -97,5 % | |||
| EP Wealth Advisors, LLC | 15.875.797 $ | +14.933.280 $ | +1.584,4 % | 942.517 $ | +507.626 $ | +116,7 % | 434.891 $ | |||||
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 15.043.338 $ | +2.115.751 $ | +16,4 % | 12.927.587 $ | -1.316.607 $ | -9,2 % | ||||||
| Savant Capital, LLC | 14.653.617 $ | +7.997.619 $ | +120,2 % | 6.655.998 $ | ||||||||
| Janney Montgomery Scott LLC | 12.725.000 $ | -1.645.000 $ | -11,4 % | 14.370.000 $ | +14.185.000 $ | +7.667,6 % | 185.000 $ | -76.000 $ | -29,1 % | |||
| Cetera Investment Advisers | 14.127.322 $ | +2.637.545 $ | +23,0 % | 11.489.777 $ | +5.480.344 $ | +91,2 % | 6.009.433 $ | -143.807 $ | -2,3 % | |||
| Beacon Capital Management, Inc. | 4.013.725 $ | +524.428 $ | +15,0 % | 3.489.297 $ | -10.099.144 $ | -74,3 % | 13.588.441 $ | +884.381 $ | +7,0 % | 12.704.060 $ | -3.229.064 $ | -20,3 % |
| Arkadios Wealth Advisors | 12.813.730 $ | -681.162 $ | -5,0 % | 13.494.892 $ | +5.165.258 $ | +62,0 % | 8.329.634 $ | +526.594 $ | +6,7 % | |||
| Arax Advisory Partners | 13.155.425 $ | +13.137.654 $ | +73.927,5 % | 17.771 $ | -172 $ | -1,0 % | 17.943 $ | +8.173 $ | +83,7 % | |||
| Brookstone Capital Management | 12.981.599 $ | +2.778.815 $ | +27,2 % | 10.202.784 $ | -246.627 $ | -2,4 % | 10.449.411 $ | +2.810.366 $ | +36,8 % | 7.639.045 $ | +550.700 $ | +7,8 % |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 12.862.108 $ | +2.646.308 $ | +25,9 % | 10.215.800 $ | +294.455 $ | +3,0 % | ||||||
| MAI Capital Management | 11.887.554 $ | -887.066 $ | -6,9 % | 12.774.620 $ | +1.219.979 $ | +10,6 % | 11.554.641 $ | +250.847 $ | +2,2 % | |||
| RAYMOND JAMES FINANCIAL INC | 8.864.120 $ | -3.793.742 $ | -30,0 % | 12.657.862 $ | +6.200.170 $ | +96,0 % | 6.457.692 $ | +86.857 $ | +1,4 % | |||
| ADVISORTRUST PARTNERS, LLC | 12.448.213 $ | |||||||||||
| FIRST AMERICAN TRUST, FSB | 12.296.332 $ | |||||||||||
| Aspect Partners, LLC | 11.052.920 $ | +628.420 $ | +6,0 % | 10.424.500 $ | -1.560.231 $ | -13,0 % | 11.984.731 $ | +5.823.414 $ | +94,5 % | 6.161.317 $ | -599.319 $ | -8,9 % |
| Symphony Financial, Ltd. Co. | 11.857.458 $ | +6.329.658 $ | +114,5 % | 5.527.800 $ | -230.235 $ | -4,0 % | 5.758.035 $ | +1.522.959 $ | +36,0 % | 4.235.076 $ | +189.999 $ | +4,7 % |
| MML INVESTORS SERVICES, LLC | 8.573.334 $ | -2.971.340 $ | -25,7 % | 11.544.674 $ | +3.707.371 $ | +47,3 % | 7.837.303 $ | +942.876 $ | +13,7 % | |||
| Janney Capital Management LLC | 10.545.000 $ | -559.000 $ | -5,0 % | |||||||||
| Equitable Holdings, Inc. | 10.175.760 $ | +5.291.412 $ | +108,3 % | 4.884.348 $ | -298.164 $ | -5,8 % | 5.182.512 $ | +25.419 $ | +0,5 % | |||
| Bedell Frazier Investment Counselling, LLC | 10.150.144 $ | +2.545.942 $ | +33,5 % | 7.604.202 $ | -642.987 $ | -7,8 % | ||||||
| ROYAL BANK OF CANADA | 4.274.000 $ | -5.689.000 $ | -57,1 % | 9.963.000 $ | +6.934.000 $ | +228,9 % | 3.029.000 $ | -242.000 $ | -7,4 % | |||
| Mariner, LLC | 2.631.318 $ | -7.191.708 $ | -73,2 % | 9.823.026 $ | +7.871.797 $ | +403,4 % | 1.951.229 $ | -94.277 $ | -4,6 % | |||
| PATTON FUND MANAGEMENT, INC. | 9.598.411 $ | +1.539.819 $ | +19,1 % | 8.058.592 $ | -810.910 $ | -9,1 % | 8.869.502 $ | +1.909.065 $ | +27,4 % | 6.960.437 $ | +219.585 $ | +3,3 % |
| Point Nemo Capital, LLC | 9.583.945 $ | +4.341.433 $ | +82,8 % | 5.242.512 $ | ||||||||
| Rockefeller Capital Management L.P. | 9.536.961 $ | +2.980.938 $ | +45,5 % | 6.556.023 $ | +4.021.048 $ | +158,6 % | 2.534.975 $ | +407.556 $ | +19,2 % | |||
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 8.685.000 $ | +1.539.000 $ | +21,5 % | 7.146.000 $ | -2.380.000 $ | -25,0 % | 9.526.000 $ | +2.238.500 $ | +30,7 % | 7.287.500 $ | -1.442.000 $ | -16,5 % |
| JPMORGAN CHASE & CO | 5.630.008 $ | -3.863.814 $ | -40,7 % | 9.493.822 $ | +5.223.142 $ | +122,3 % | 4.270.680 $ | -1.343.212 $ | -23,9 % | |||
| Plan Group Financial, LLC | 7.896.319 $ | -107.853 $ | -1,3 % | 8.004.172 $ | -1.372.508 $ | -14,6 % | 9.376.680 $ | +4.744.113 $ | +102,4 % | 4.632.567 $ | +200.678 $ | +4,5 % |
| ALM First Financial Advisors, LLC | 9.268.625 $ | +3.140.990 $ | +51,3 % | 6.127.635 $ | -83.243 $ | -1,3 % | ||||||
| CHOREO, LLC | 6.222.288 $ | -1.807.575 $ | -22,5 % | 8.029.863 $ | -876.655 $ | -9,8 % | 8.906.518 $ | |||||
| Northeast Financial Group, Inc. | 8.881.702 $ | +1.818.435 $ | +25,7 % | 7.063.267 $ | +338.756 $ | +5,0 % | ||||||
| Ausdal Financial Partners, Inc. | 7.042.660 $ | -1.666.961 $ | -19,1 % | 8.709.621 $ | +3.323.360 $ | +61,7 % | 5.386.261 $ | +581.387 $ | +12,1 % | |||
| Ameritas Advisory Services, LLC | 2.115.015 $ | -6.522.544 $ | -75,5 % | 8.637.559 $ | +1.631.180 $ | +23,3 % | 7.006.379 $ | +6.988.505 $ | +39.098,7 % | |||
| Avestar Capital, LLC | 8.184.956 $ | +2.328.380 $ | +39,8 % | 5.856.576 $ | -167.995 $ | -2,8 % | 6.024.571 $ | +3.936.742 $ | +188,6 % | 2.087.829 $ | -1.225.446 $ | -37,0 % |
| Impact Partnership Wealth, LLC | 7.916.429 $ | -123.558 $ | -1,5 % | 8.039.987 $ | +1.701.702 $ | +26,8 % | 6.338.285 $ | +678.035 $ | +12,0 % | |||
| Fortis Group Advisors, LLC | 7.787.510 $ | +7.327.473 $ | +1.592,8 % | 460.037 $ | ||||||||
| Baird Financial Group, Inc. | 7.557.165 $ | +2.092.965 $ | +38,3 % | 5.464.200 $ | -510.901 $ | -8,6 % | 5.975.101 $ | +3.583.084 $ | +149,8 % | |||
| Stonehearth Capital Management, LLC | 7.370.851 $ | |||||||||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 7.245.854 $ | +1.250.698 $ | +20,9 % | 5.995.156 $ | -615.031 $ | -9,3 % | 6.610.187 $ | +522.512 $ | +8,6 % | 6.087.675 $ | +57.503 $ | +1,0 % |
| CIM, LLC | 6.438.256 $ | -767.413 $ | -10,7 % | 7.205.669 $ | +1.642.563 $ | +29,5 % | 5.563.106 $ | +131.343 $ | +2,4 % | |||
| Atria Investments, Inc | 7.182.094 $ | +6.632.683 $ | +1.207,2 % | 549.411 $ | -6.251.309 $ | -91,9 % | 6.800.720 $ | +5.851.692 $ | +616,6 % | 949.028 $ | -84.869 $ | -8,2 % |
| RWA WEALTH PARTNERS, LLC | 7.173.598 $ | |||||||||||
| GTS SECURITIES LLC | 1.996.840 $ | -5.175.451 $ | -72,2 % | 7.172.291 $ | +6.918.867 $ | +2.730,2 % | ||||||
| Echo45 Advisors LLC | 7.146.533 $ | +1.257.307 $ | +21,3 % | 5.889.226 $ | -542.390 $ | -8,4 % | 6.431.616 $ | +1.261.662 $ | +24,4 % | 5.169.954 $ | -5.680.442 $ | -52,4 % |
| Legacy Wealth Partners, LLC | 7.105.932 $ | +4.823.674 $ | +211,4 % | 2.282.258 $ | -3.840.362 $ | -62,7 % | 6.122.620 $ | |||||
| Advyzon Investment Management, LLC | 6.928.546 $ | +521.054 $ | +8,1 % | 6.407.492 $ | +2.670.360 $ | +71,5 % | 3.737.132 $ | +2.221.355 $ | +146,5 % | |||
| Lido Advisors, LLC | 4.641.782 $ | +776.243 $ | +20,1 % | 3.865.539 $ | -783.784 $ | -16,9 % | 4.649.323 $ | -1.983.139 $ | -29,9 % | 6.632.462 $ | +72.786 $ | +1,1 % |
| CoreCap Advisors, LLC | 6.617.121 $ | +2.002.171 $ | +43,4 % | 4.614.950 $ | +327.973 $ | +7,7 % | 4.286.977 $ | +1.671.917 $ | +63,9 % | 2.615.060 $ | -1.065.445 $ | -28,9 % |
| LCW Services, LLC | 6.607.973 $ | +1.390.440 $ | +26,6 % | 5.217.533 $ | -597.345 $ | -10,3 % | 5.814.878 $ | +1.884.040 $ | +47,9 % | 3.930.838 $ | ||
| Nicht ausgewiesen | 6.065.220 $ | -315.665 $ | -4,9 % | 6.380.885 $ | +1.351.352 $ | +26,9 % | 5.029.533 $ | -1.017.556 $ | -16,8 % | |||
| JONES FINANCIAL COMPANIES LLLP | 6.318.001 $ | -36.748 $ | -0,6 % | 6.354.749 $ | +2.251.172 $ | +54,9 % | 4.103.577 $ | +168.313 $ | +4,3 % | |||
| Kensington Asset Management, LLC | 6.226.405 $ | +3.299.481 $ | +112,7 % | 2.926.924 $ | ||||||||
| Quent Capital, LLC | 5.546.254 $ | -669.720 $ | -10,8 % | 6.215.974 $ | +1.384.385 $ | +28,7 % | 4.831.589 $ | -50.824 $ | -1,0 % | |||
| CIBC WORLD MARKET INC. | 5.676.385 $ | -498.645 $ | -8,1 % | 6.175.030 $ | +4.827.107 $ | +358,1 % | 1.347.923 $ | |||||
| CITIGROUP INC | 2.103.374 $ | -1.389.989 $ | -39,8 % | 3.493.363 $ | -2.673.165 $ | -43,3 % | 6.166.528 $ | +1.697.302 $ | +38,0 % | 4.469.226 $ | -17.228 $ | -0,4 % |
| OARSMAN CAPITAL, INC. | 6.085.497 $ | +1.241.387 $ | +25,6 % | 4.844.110 $ | -257.214 $ | -5,0 % | 5.101.324 $ | +1.255.305 $ | +32,6 % | 3.846.019 $ | +53.571 $ | +1,4 % |
| JUNCTURE WEALTH STRATEGIES, LLC | 6.072.610 $ | |||||||||||
| Perissos Private Wealth Management, LLC | 3.052.882 $ | -2.947.511 $ | -49,1 % | 6.000.393 $ | ||||||||
| Walser Wealth Management Company, A Ltd Liability Co | 5.885.863 $ | +998.682 $ | +20,4 % | 4.887.181 $ | +4.087.930 $ | +511,5 % | 799.251 $ | |||||
| THEORY FINANCIAL LLC | 5.596.763 $ | +658.935 $ | +13,3 % | 4.937.828 $ | +2.537.258 $ | +105,7 % | 2.400.570 $ | |||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 5.391.422 $ | +4.540.626 $ | +533,7 % | 850.796 $ | -310.572 $ | -26,7 % | 1.161.368 $ | +776.277 $ | +201,6 % | |||
| FIFTH THIRD BANCORP | 5.295.182 $ | +1.901.184 $ | +56,0 % | 3.393.998 $ | -838.002 $ | -19,8 % | 4.232.000 $ | +4.216.564 $ | +27.316,4 % | 15.436 $ | -210 $ | -1,3 % |
| LexAurum Advisors, LLC | 5.143.629 $ | |||||||||||
| Steward Partners Investment Advisory, LLC | 152.321 $ | -4.946.444 $ | -97,0 % | 5.098.765 $ | +5.017.449 $ | +6.170,3 % | 81.316 $ | -240.888 $ | -74,8 % | |||
| Bison Wealth, LLC | 4.446.679 $ | +161.531 $ | +3,8 % | 4.285.148 $ | -813.562 $ | -16,0 % | 5.098.710 $ | +2.047.845 $ | +67,1 % | 3.050.865 $ | ||
| COMMONWEALTH EQUITY SERVICES, LLC | 5.061.787 $ | +2.822.480 $ | +126,0 % | 2.239.307 $ | -107.691 $ | -4,6 % | 2.346.998 $ | +324.896 $ | +16,1 % | 2.022.102 $ | -1.075.898 $ | -34,7 % |
| M Wealth Management, LLC | 4.977.154 $ | +698.755 $ | +16,3 % | 4.278.399 $ | -393.872 $ | -8,4 % | 4.672.271 $ | +1.256.930 $ | +36,8 % | 3.415.341 $ | +15.021 $ | +0,4 % |
| Ball & Co Wealth Management Inc. | 4.806.000 $ | |||||||||||
| Advisory Solutions Group, LLC | 4.776.949 $ | +944.354 $ | +24,6 % | 3.832.595 $ | ||||||||
| Private Advisor Group, LLC | 2.567.622 $ | -2.077.434 $ | -44,7 % | 4.645.056 $ | +1.360.250 $ | +41,4 % | 3.284.806 $ | +906.503 $ | +38,1 % | |||
| New England Capital Financial Advisors LLC | 4.532.173 $ | +821.041 $ | +22,1 % | 3.711.132 $ | -797.985 $ | -17,7 % | 4.509.117 $ | +986.133 $ | +28,0 % | 3.522.984 $ | +142.905 $ | +4,2 % |
| IronBridge Private Wealth, LLC | 4.113.270 $ | -299.763 $ | -6,8 % | 4.413.033 $ | ||||||||
| Maridea Wealth Management LLC | 1.497.306 $ | -2.859.208 $ | -65,6 % | 4.356.514 $ | +2.549.559 $ | +141,1 % | 1.806.955 $ | +572.551 $ | +46,4 % | |||
| Ashton Thomas Private Wealth, LLC | 2.382.640 $ | -155.252 $ | -6,1 % | 2.537.892 $ | -1.739.165 $ | -40,7 % | 4.277.057 $ | +2.848.479 $ | +199,4 % | 1.428.578 $ | -110.783 $ | -7,2 % |
| 49 WEALTH MANAGEMENT, LLC | 4.187.612 $ | |||||||||||
| ALONGSIDE, LLC | 4.187.612 $ | +2.947.729 $ | +237,7 % | 1.239.883 $ | ||||||||
| RENAISSANCE TECHNOLOGIES LLC | 4.111.332 $ | +1.542.713 $ | +60,1 % | 2.568.619 $ | ||||||||
| Innova Wealth Partners | 4.104.531 $ | +70.789 $ | +1,8 % | 4.033.742 $ | +1.727.601 $ | +74,9 % | 2.306.141 $ | +278.957 $ | +13,8 % | 2.027.184 $ | +1.339.340 $ | +194,7 % |
| MGO ONE SEVEN LLC | 4.092.686 $ | +698.130 $ | +20,6 % | 3.394.556 $ | -271.031 $ | -7,4 % | 3.665.587 $ | +1.515.788 $ | +70,5 % | 2.149.799 $ | +102.960 $ | +5,0 % |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3.370.130 $ | -702.007 $ | -17,2 % | 4.072.137 $ | +1.085.601 $ | +36,3 % | 2.986.536 $ | +2.160.375 $ | +261,5 % | 826.161 $ | -66.082 $ | -7,4 % |
| EXCHANGE TRADED CONCEPTS, LLC | 4.010.038 $ | |||||||||||
| B. Riley Wealth Advisors, Inc. | 3.745.639 $ | +745.989 $ | +24,9 % | 2.999.650 $ | +447.237 $ | +17,5 % | 2.552.413 $ | +584.688 $ | +29,7 % | 1.967.725 $ | -26.767 $ | -1,3 % |
| Integrated Wealth Concepts LLC | 3.599.278 $ | +5 $ | +0,0 % | 3.599.273 $ | +737.341 $ | +25,8 % | 2.861.932 $ | -11.728 $ | -0,4 % | |||
| Gladwyn Financial Advisors, Inc. | 3.590.211 $ | +121.486 $ | +3,5 % | 3.468.725 $ | +42.987 $ | +1,3 % | 3.425.738 $ | +223.844 $ | +7,0 % | 3.201.894 $ | +215.759 $ | +7,2 % |
| Lifeworks Advisors, LLC | 3.579.930 $ | +50.939 $ | +1,4 % | 3.528.991 $ | +816.746 $ | +30,1 % | 2.712.245 $ | -114.891 $ | -4,1 % | |||
| HANCOCK WHITNEY CORP | 2.957.936 $ | -452.936 $ | -13,3 % | 3.410.872 $ | +165.992 $ | +5,1 % | 3.244.880 $ | +418.400 $ | +14,8 % | |||
| COMERICA BANK | 3.381.265 $ | -247.663 $ | -6,8 % | |||||||||
| CITADEL ADVISORS LLC | 1.021.084 $ | -2.346.738 $ | -69,7 % | 3.367.822 $ | ||||||||
| Canal Capital Management, LLC | 3.278.157 $ | +2.790.124 $ | +571,7 % | 488.033 $ | -366.482 $ | -42,9 % | 854.515 $ | +431.559 $ | +102,0 % | |||
| Creative Planning | 3.031.013 $ | +460.791 $ | +17,9 % | 2.570.222 $ | -257.317 $ | -9,1 % | 2.827.539 $ | +610.922 $ | +27,6 % | 2.216.617 $ | -206.521 $ | -8,5 % |
| THOR TRADING ADVISORS, LLC | 2.082.991 $ | -902.782 $ | -30,2 % | 2.985.773 $ | ||||||||
| Simplicity Wealth,LLC | 2.972.072 $ | +1.295.011 $ | +77,2 % | 1.677.061 $ | +263.708 $ | +18,7 % | 1.413.353 $ | +607.895 $ | +75,5 % | 805.458 $ | +214.086 $ | +36,2 % |
| FSA Investment Group, LLC | 2.153.822 $ | -807.465 $ | -27,3 % | 2.961.287 $ | +665.123 $ | +29,0 % | 2.296.164 $ | +1.607.098 $ | +233,2 % | 689.066 $ | -1.267 $ | -0,2 % |
| Robertson Stephens Wealth Management, LLC | 223.588 $ | -2.694.275 $ | -92,3 % | 2.917.863 $ | ||||||||
| Sigma Planning Corp | 2.916.280 $ | +418.417 $ | +16,8 % | 2.497.863 $ | -167.227 $ | -6,3 % | 2.665.090 $ | +613.513 $ | +29,9 % | 2.051.577 $ | +181.751 $ | +9,7 % |
| Virtue Capital Management, LLC | 2.897.837 $ | +712.209 $ | +32,6 % | 2.185.628 $ | +610.085 $ | +38,7 % | 1.575.543 $ | +1.251.245 $ | +385,8 % | 324.298 $ | ||
| Randall & Associates Wealth Management | 2.327.484 $ | +59.740 $ | +2,6 % | 2.267.744 $ | -602.024 $ | -21,0 % | 2.869.768 $ | +491.393 $ | +20,7 % | 2.378.375 $ | -27.623 $ | -1,1 % |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 1.872.265 $ | -806.795 $ | -30,1 % | 2.679.060 $ | -83.819 $ | -3,0 % | 2.762.879 $ | +585.221 $ | +26,9 % | 2.177.658 $ | -82.475 $ | -3,6 % |
| CreativeOne Wealth, LLC | 294.815 $ | -2.420.826 $ | -89,1 % | 2.715.641 $ | +2.466.940 $ | +991,9 % | 248.701 $ | -1.900.971 $ | -88,4 % | |||
| Farther Finance Advisors, LLC | 1.810.177 $ | +540.645 $ | +42,6 % | 1.269.532 $ | -1.375.707 $ | -52,0 % | 2.645.239 $ | +1.549.307 $ | +141,4 % | 1.095.932 $ | -818.775 $ | -42,8 % |
| Evolution Wealth Advisors, LLC | 2.603.108 $ | +461.276 $ | +21,5 % | 2.141.832 $ | -194.949 $ | -8,3 % | 2.336.781 $ | +305.423 $ | +15,0 % | 2.031.358 $ | -194.209 $ | -8,7 % |
| MinichMacGregor Wealth Management, LLC | 2.537.830 $ | |||||||||||
| ASSETMARK, INC | 2.532.083 $ | +970.958 $ | +62,2 % | 1.561.125 $ | +304.029 $ | +24,2 % | 1.257.096 $ | +318.816 $ | +34,0 % | 938.280 $ | +229.109 $ | +32,3 % |
| Elyxium Wealth, LLC | 1.307.093 $ | +184.091 $ | +16,4 % | 1.123.002 $ | -1.383.235 $ | -55,2 % | 2.506.237 $ | |||||
| Aletheian Wealth Advisors LLC | 2.500.850 $ | +501.531 $ | +25,1 % | 1.999.319 $ | -213.069 $ | -9,6 % | 2.212.388 $ | +535.421 $ | +31,9 % | |||
| WESPAC Advisors, LLC | 742.870 $ | -1.716.587 $ | -69,8 % | 2.459.457 $ | ||||||||
| Verity Asset Management, Inc. | 2.457.218 $ | +340.176 $ | +16,1 % | 2.117.042 $ | +918.434 $ | +76,6 % | 1.198.608 $ | |||||
| NewSquare Capital LLC | 2.304.855 $ | -128.103 $ | -5,3 % | 2.432.958 $ | +623.432 $ | +34,5 % | 1.809.526 $ | -206.008 $ | -10,2 % | |||
| AXXCESS WEALTH MANAGEMENT, LLC | 1.481.947 $ | +537.071 $ | +56,8 % | 944.876 $ | -268.957 $ | -22,2 % | 1.213.833 $ | -1.172.277 $ | -49,1 % | 2.386.110 $ | -99.677 $ | -4,0 % |
| Concurrent Investment Advisors, LLC | 2.380.906 $ | +564.973 $ | +31,1 % | 1.815.933 $ | ||||||||
| IFG Advisory, LLC | 2.379.712 $ | +634.476 $ | +36,4 % | 1.745.236 $ | +204.484 $ | +13,3 % | ||||||
| FLAGSHIP HARBOR ADVISORS, LLC | 2.339.756 $ | +583.004 $ | +33,2 % | 1.756.752 $ | +308.742 $ | +21,3 % | 1.448.010 $ | +359.961 $ | +33,1 % | 1.088.049 $ | +41.570 $ | +4,0 % |
| SCOTIA CAPITAL INC. | 1.919.580 $ | -411.517 $ | -17,7 % | 2.331.097 $ | +452.604 $ | +24,1 % | 1.878.493 $ | +10.260 $ | +0,5 % | |||
| Smartleaf Asset Management LLC | 2.105.976 $ | -220.702 $ | -9,5 % | 2.326.678 $ | +867.682 $ | +59,5 % | 1.458.996 $ | +654.888 $ | +81,4 % | |||
| Perigon Wealth Management, LLC | 2.303.764 $ | +401.308 $ | +21,1 % | 1.902.456 $ | -206.964 $ | -9,8 % | 2.109.420 $ | |||||
| Sanctuary Advisors, LLC | 2.292.171 $ | -6.458 $ | -0,3 % | 2.298.629 $ | +967.451 $ | +72,7 % | 1.331.178 $ | -2.730.348 $ | -67,2 % | |||
| SILVER OAK SECURITIES, INCORPORATED | 2.082.052 $ | -208.026 $ | -9,1 % | 2.290.078 $ | +1.326.366 $ | +137,6 % | 963.712 $ | -2.384 $ | -0,2 % | |||
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 1.802.665 $ | -316.748 $ | -14,9 % | 2.119.413 $ | -35.938 $ | -1,7 % | 2.155.351 $ | -739.895 $ | -25,6 % | |||
| IFP Advisors, Inc | 2.128.423 $ | +879.699 $ | +70,4 % | 1.248.724 $ | -661.966 $ | -34,6 % | 1.910.690 $ | +1.500.232 $ | +365,5 % | 410.458 $ | -404.394 $ | -49,6 % |
| Headlands Technologies LLC | 2.120.028 $ | +630.473 $ | +42,3 % | 1.489.555 $ | ||||||||
| Integrated Advisors Network LLC | 2.034.824 $ | +1.795.536 $ | +750,4 % | 239.288 $ | +18.554 $ | +8,4 % | 220.734 $ | +63.861 $ | +40,7 % | 156.873 $ | -11.828 $ | -7,0 % |
| Arlington Capital Management INC | 1.091.106 $ | -934.880 $ | -46,1 % | 2.025.986 $ | ||||||||
| Bleakley Financial Group, LLC | 2.006.470 $ | +1.723.325 $ | +608,6 % | |||||||||
| Cordoba Advisory Partners LLC | 1.999.924 $ | +354.391 $ | +21,5 % | 1.645.533 $ | -149.217 $ | -8,3 % | 1.794.750 $ | +1.289.077 $ | +254,9 % | 505.673 $ | ||
| Prospera Financial Services Inc | 1.948.079 $ | +329.724 $ | +20,4 % | 1.618.355 $ | +669.010 $ | +70,5 % | 949.345 $ | +532.761 $ | +127,9 % | 416.584 $ | -17.191 $ | -4,0 % |
| Anson Capital, Inc. | 259.450 $ | -112.428 $ | -30,2 % | 371.878 $ | -1.545.317 $ | -80,6 % | 1.917.195 $ | +458.628 $ | +31,4 % | 1.458.567 $ | -115.416 $ | -7,3 % |
| EverSource Wealth Advisors, LLC | 117.505 $ | -1.761.175 $ | -93,7 % | 1.878.680 $ | +1.771.560 $ | +1.653,8 % | 107.120 $ | +24.920 $ | +30,3 % | 82.200 $ | +10.494 $ | +14,6 % |
| NWAM LLC | 1.878.057 $ | +791.269 $ | +72,8 % | 1.086.788 $ | +214.838 $ | +24,6 % | 871.950 $ | +149.297 $ | +20,7 % | |||
| Private Wealth Asset Management, LLC | 1.866.472 $ | -8.678 $ | -0,5 % | 1.875.150 $ | ||||||||
| M&T BANK CORP | 1.617.326 $ | -257.128 $ | -13,7 % | 1.874.454 $ | +288.757 $ | +18,2 % | 1.585.697 $ | -618.155 $ | -28,0 % | |||
| Kuhn & Co Investment Counsel | 1.864.806 $ | +381.915 $ | +25,8 % | 1.482.891 $ | -171.862 $ | -10,4 % | 1.654.753 $ | +537.725 $ | +48,1 % | 1.117.028 $ | +66.251 $ | +6,3 % |
| Avos Capital Management, LLC | 1.862.338 $ | +975.317 $ | +110,0 % | 887.021 $ | +465.913 $ | +110,6 % | 421.108 $ | +47.811 $ | +12,8 % | |||
| Trek Financial, LLC | 1.114.498 $ | -729.122 $ | -39,5 % | 1.843.620 $ | +1.475.864 $ | +401,3 % | 367.756 $ | |||||
| JOHNSON INVESTMENT COUNSEL INC | 1.686.095 $ | -152.648 $ | -8,3 % | 1.838.743 $ | ||||||||
| McNamara Financial Services, Inc. | 1.697.636 $ | -118.678 $ | -6,5 % | 1.816.314 $ | +297.692 $ | +19,6 % | 1.518.622 $ | -2.863 $ | -0,2 % | |||
| GREENWOOD CAPITAL ASSOCIATES LLC | 1.814.490 $ | +527.067 $ | +40,9 % | 1.287.423 $ | +366.172 $ | +39,7 % | 921.251 $ | +372.555 $ | +67,9 % | 548.696 $ | -397.703 $ | -42,0 % |
| CONGRESS ASSET MANAGEMENT CO | 1.789.362 $ | +243.681 $ | +15,8 % | 1.545.681 $ | -215.764 $ | -12,2 % | 1.761.445 $ | +341.534 $ | +24,1 % | 1.419.911 $ | -152.503 $ | -9,7 % |
| GENESIS PRIVATE WEALTH, LLC | 1.443.100 $ | -129.163 $ | -8,2 % | 1.572.263 $ | -212.667 $ | -11,9 % | 1.784.930 $ | +432.476 $ | +32,0 % | 1.352.454 $ | ||
| Camarda Financial Advisors, LLC | 1.771.001 $ | |||||||||||
| Global Retirement Partners, LLC | 1.722.773 $ | +730.748 $ | +73,7 % | 992.025 $ | -61.081 $ | -5,8 % | ||||||
| TRUST CO OF OKLAHOMA | 1.717.001 $ | |||||||||||
| Transamerica Financial Advisors, LLC | 1.310.600 $ | -396.636 $ | -23,2 % | 1.707.236 $ | +364.659 $ | +27,2 % | 1.342.577 $ | -61.176 $ | -4,4 % | |||
| Nest Investments, LLC | 1.540.303 $ | -160.770 $ | -9,5 % | 1.701.073 $ | +315.783 $ | +22,8 % | 1.385.290 $ | |||||
| Ascentis Wealth Management, LLC | 1.662.932 $ | +139.819 $ | +9,2 % | 1.523.113 $ | +47.892 $ | +3,2 % | 1.475.221 $ | +225.434 $ | +18,0 % | 1.249.787 $ | +33.826 $ | +2,8 % |
| Continuum Advisory, LLC | 1.335.903 $ | -298.335 $ | -18,3 % | 1.634.238 $ | +438.100 $ | +36,6 % | 1.196.138 $ | +9.228 $ | +0,8 % | |||
| Alhambra Investment Management LLC | 735.483 $ | -609.949 $ | -45,3 % | 1.345.432 $ | -286.457 $ | -17,6 % | 1.631.889 $ | +231.272 $ | +16,5 % | 1.400.617 $ | -744.809 $ | -34,7 % |
| Worth Asset Management, LLC | 1.233.657 $ | -71.409 $ | -5,5 % | 1.305.066 $ | -302.316 $ | -18,8 % | 1.607.382 $ | |||||
| Geneos Wealth Management Inc. | 483.228 $ | -1.106.003 $ | -69,6 % | 1.589.231 $ | +1.103.989 $ | +227,5 % | 485.242 $ | +70.255 $ | +16,9 % | |||
| ZACKS INVESTMENT MANAGEMENT | 1.541.628 $ | +105.980 $ | +7,4 % | 1.435.648 $ | +340.413 $ | +31,1 % | 1.095.235 $ | -189.526 $ | -14,8 % | |||
| Praxis Capital Management LLC | 1.524.160 $ | |||||||||||
| WESBANCO BANK INC | 1.520.052 $ | +408.009 $ | +36,7 % | 1.112.043 $ | +295.438 $ | +36,2 % | 816.605 $ | +271.208 $ | +49,7 % | 545.397 $ | +205.148 $ | +60,3 % |
| Palumbo Wealth Management LLC | 1.372.836 $ | -124.489 $ | -8,3 % | 1.497.325 $ | +351.854 $ | +30,7 % | 1.145.471 $ | -57.968 $ | -4,8 % | |||
| HARBOUR INVESTMENTS, INC. | 287.340 $ | -1.208.083 $ | -80,8 % | 1.495.423 $ | +1.219.945 $ | +442,8 % | 275.478 $ | -9.560 $ | -3,4 % | |||
| Turning Point Benefit Group, Inc. | 1.212.348 $ | +151.150 $ | +14,2 % | 1.061.198 $ | -379.329 $ | -26,3 % | 1.440.527 $ | +458.874 $ | +46,7 % | 981.653 $ | -92.930 $ | -8,6 % |
| Curran Financial Partners, LLC | 1.438.231 $ | +263.274 $ | +22,4 % | 1.174.957 $ | -40.630 $ | -3,3 % | 1.215.587 $ | +392.986 $ | +47,8 % | 822.601 $ | +101.901 $ | +14,1 % |
| Portside Wealth Group, LLC | 1.380.092 $ | |||||||||||
| Magnus Financial Group LLC | 1.360.441 $ | +241.073 $ | +21,5 % | 1.119.368 $ | -101.505 $ | -8,3 % | 1.220.873 $ | +285.739 $ | +30,6 % | 935.134 $ | +2.484 $ | +0,3 % |
| Qube Research & Technologies Ltd | 630.150 $ | -697.076 $ | -52,5 % | 1.327.226 $ | +391.424 $ | +41,8 % | ||||||
| COMPASS CAPITAL CORP /MA/ /ADV | 1.210.567 $ | -100.955 $ | -7,7 % | 1.311.522 $ | +724.113 $ | +123,3 % | 587.409 $ | |||||
| Triad Wealth Partners, LLC | 1.296.999 $ | |||||||||||
| Vise Technologies, Inc. | 1.287.943 $ | +587.536 $ | +83,9 % | 700.407 $ | +346.950 $ | +98,2 % | 353.457 $ | +0 $ | +0,0 % | 353.457 $ | +164.349 $ | +86,9 % |
| Addison Capital Co | 1.147.244 $ | -122.123 $ | -9,6 % | 1.269.367 $ | ||||||||
| SG Americas Securities, LLC | 1.112.000 $ | -100.000 $ | -8,3 % | 1.212.000 $ | ||||||||
| Hilltop Holdings Inc. | 1.208.246 $ | +13.963 $ | +1,2 % | 1.194.283 $ | +84.674 $ | +7,6 % | 1.109.609 $ | -263.354 $ | -19,2 % | |||
| WEST MICHIGAN ADVISORS, LLC | 1.200.264 $ | +89.959 $ | +8,1 % | 1.110.305 $ | +359.734 $ | +47,9 % | 750.571 $ | +455.756 $ | +154,6 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 670.000 $ | +447.000 $ | +200,4 % | 223.000 $ | +16.000 $ | +7,7 % | 207.000 $ | -985.000 $ | -82,6 % | 1.192.000 $ | -239.000 $ | -16,7 % |
| Strive Financial Group ,LLC | 1.175.174 $ | -14.826 $ | -1,2 % | 1.190.000 $ | +335.101 $ | +39,2 % | 854.899 $ | |||||
| Advisor Resource Council | 615.018 $ | -554.117 $ | -47,4 % | 1.169.135 $ | ||||||||
| Regal Investment Advisors LLC | 858.823 $ | -297.894 $ | -25,8 % | 1.156.717 $ | +292.300 $ | +33,8 % | 864.417 $ | +229.623 $ | +36,2 % | |||
| Town Capital LLC | 283.440 $ | -866.210 $ | -75,3 % | 1.149.650 $ | ||||||||
| New Republic Capital, LLC | 931.852 $ | -84.500 $ | -8,3 % | 1.016.352 $ | -122.256 $ | -10,7 % | 1.138.608 $ | -269.032 $ | -19,1 % | |||
| SlateStone Wealth, LLC | 1.032.000 $ | -94.000 $ | -8,3 % | 1.126.000 $ | +265.000 $ | +30,8 % | 861.000 $ | +324.000 $ | +60,3 % | |||
| BLAIR WILLIAM & CO/IL | 1.024.339 $ | -87.484 $ | -7,9 % | 1.111.823 $ | +265.625 $ | +31,4 % | 846.198 $ | -5.680 $ | -0,7 % | |||
| Almanack Investment Partners, LLC. | 1.105.408 $ | +277.107 $ | +33,5 % | 828.301 $ | -179.602 $ | -17,8 % | 1.007.903 $ | +867.917 $ | +620,0 % | 139.986 $ | +4.222 $ | +3,1 % |
| JAMES INVESTMENT RESEARCH, INC. | 1.030.408 $ | +154.038 $ | +17,6 % | 876.370 $ | -205.801 $ | -19,0 % | 1.082.171 $ | +142.189 $ | +15,1 % | 939.982 $ | -261.493 $ | -21,8 % |
| J2 Capital Management Inc | 1.077.181 $ | +209.387 $ | +24,1 % | 867.794 $ | -184.535 $ | -17,5 % | 1.052.329 $ | +240.674 $ | +29,7 % | 811.655 $ | +36.637 $ | +4,7 % |
| Alliance Wealth Advisors, LLC /UT | 1.060.642 $ | |||||||||||
| GUIDANCE CAPITAL, INC | 357.867 $ | -698.721 $ | -66,1 % | 1.056.588 $ | +124.048 $ | +13,3 % | ||||||
| CENTAURUS FINANCIAL, INC. | 958.000 $ | -94.000 $ | -8,9 % | 1.052.000 $ | +241.000 $ | +29,7 % | 811.000 $ | +139.000 $ | +20,7 % | |||
| PRIVATE TRUST CO NA | 1.050.743 $ | +201.518 $ | +23,7 % | 849.225 $ | +367.445 $ | +76,3 % | 481.780 $ | +29.509 $ | +6,5 % | 452.271 $ | +65.742 $ | +17,0 % |
| Krane Financial Solutions LLC | 1.024.663 $ | +256.664 $ | +33,4 % | 767.999 $ | +56.111 $ | +7,9 % | 711.888 $ | |||||
| Accurate Wealth Management, LLC | 1.018.471 $ | +285.715 $ | +39,0 % | 732.756 $ | +55.209 $ | +8,1 % | 677.547 $ | +185.271 $ | +37,6 % | 492.276 $ | +50.791 $ | +11,5 % |
| INVESTMENT PARTNERS, LTD. | 1.001.708 $ | |||||||||||
| CERTIOR FINANCIAL GROUP, LLC | 995.415 $ | |||||||||||
| DEFINED WEALTH MANAGEMENT, LLC | 970.538 $ | +179.413 $ | +22,7 % | 791.125 $ | -193.447 $ | -19,6 % | 984.572 $ | +229.428 $ | +30,4 % | 755.144 $ | -11.694 $ | -1,5 % |
| Point72 Asset Management, L.P. | 978.573 $ | |||||||||||
| TWO SIGMA SECURITIES, LLC | 968.394 $ | |||||||||||
| Mutual Advisors, LLC | 356.732 $ | -595.594 $ | -62,5 % | 952.326 $ | +587.962 $ | +161,4 % | 364.364 $ | +210.553 $ | +136,9 % | |||
| NewEdge Advisors, LLC | 944.424 $ | +386.330 $ | +69,2 % | 558.094 $ | +163.129 $ | +41,3 % | 394.965 $ | -28.167 $ | -6,7 % | |||
| BNP PARIBAS FINANCIAL MARKETS | 14.292 $ | -165.316 $ | -92,0 % | 179.608 $ | -753.854 $ | -80,8 % | 933.462 $ | -6.381.859 $ | -87,2 % | |||
| Capital Advisor Network LLC | 713.806 $ | -207.653 $ | -22,5 % | 921.459 $ | ||||||||
| PACIFIC FINANCIAL GROUP INC | 732.306 $ | -181.480 $ | -19,9 % | 913.786 $ | ||||||||
| Walkner Condon Financial Advisors LLC | 906.664 $ | +119.818 $ | +15,2 % | 786.846 $ | -69.916 $ | -8,2 % | 856.762 $ | +200.412 $ | +30,5 % | 656.350 $ | -109.778 $ | -14,3 % |
| Itau Unibanco Holding S.A. | 898.379 $ | +218.482 $ | +32,1 % | 679.897 $ | +75.737 $ | +12,5 % | 604.160 $ | +305.625 $ | +102,4 % | |||
| Turn8 Private Wealth Inc. | 877.436 $ | |||||||||||
| CITIZENS FINANCIAL GROUP INC/RI | 861.703 $ | +196.159 $ | +29,5 % | 665.544 $ | ||||||||
| Professional Financial Advisors, LLC | 746.871 $ | +85.374 $ | +12,9 % | 661.497 $ | -197.540 $ | -23,0 % | 859.037 $ | |||||
| Cerity Partners LLC | 856.448 $ | -846.092 $ | -49,7 % | |||||||||
| Dunhill Financial, LLC | 784.254 $ | -71.117 $ | -8,3 % | 855.371 $ | +374.214 $ | +77,8 % | 481.157 $ | +472.651 $ | +5.556,7 % | |||
| TD Waterhouse Canada Inc. | 851.969 $ | |||||||||||
| Synergy Asset Management, LLC | 851.149 $ | +562.133 $ | +194,5 % | 289.016 $ | ||||||||
| FreeGulliver LLC | 464.093 $ | -384.691 $ | -45,3 % | 848.784 $ | +169.986 $ | +25,0 % | 678.798 $ | -43.789 $ | -6,1 % | |||
| Modera Wealth Management, LLC | 844.158 $ | -11.468 $ | -1,3 % | |||||||||
| LaSalle St. Investment Advisors, LLC | 835.426 $ | +313.413 $ | +60,0 % | 522.013 $ | +139.013 $ | +36,3 % | 383.000 $ | -5.000 $ | -1,3 % | |||
| Coppell Advisory Solutions LLC | 825.859 $ | +678.293 $ | +459,7 % | 147.566 $ | -9.907 $ | -6,3 % | ||||||
| LFA - Lugano Financial Advisors SA | 42.248 $ | +801 $ | +1,9 % | 41.447 $ | -782.431 $ | -95,0 % | 823.878 $ | +220.142 $ | +36,5 % | 603.736 $ | -8.202 $ | -1,3 % |
| Stratos Wealth Partners, LTD. | 818.533 $ | +536.128 $ | +189,8 % | 282.405 $ | +69.475 $ | +32,6 % | 212.930 $ | +7.720 $ | +3,8 % | |||
| CONTINENTAL INVESTORS SERVICES, INC. | 812.679 $ | +155.861 $ | +23,7 % | 656.818 $ | +152.219 $ | +30,2 % | 504.599 $ | +53.485 $ | +11,9 % | |||
| Faithward Advisors, LLC | 718.900 $ | -90.720 $ | -11,2 % | 809.620 $ | +323.321 $ | +66,5 % | 486.299 $ | -98.752 $ | -16,9 % | |||
| RFG Advisory, LLC | 348.650 $ | -82.314 $ | -19,1 % | 430.964 $ | -375.945 $ | -46,6 % | 806.909 $ | +320.455 $ | +65,9 % | 486.454 $ | +13.808 $ | +2,9 % |
| MOULTON WEALTH MANAGEMENT, INC | 805.794 $ | +144.426 $ | +21,8 % | 661.368 $ | ||||||||
| STOCK YARDS BANK & TRUST CO | 787.136 $ | |||||||||||
| TRUST CO OF VERMONT | 433.980 $ | +69.201 $ | +19,0 % | 364.779 $ | -418.777 $ | -53,4 % | 783.556 $ | +716.511 $ | +1.068,7 % | 67.045 $ | -911 $ | -1,3 % |
| Roble, Belko & Company, Inc | 410.000 $ | -368.000 $ | -47,3 % | 778.000 $ | +60.000 $ | +8,4 % | 718.000 $ | -22.000 $ | -3,0 % | |||
| Marex Group Ltd | 769.481 $ | |||||||||||
| Insight Advisors, LLC/ PA | 756.869 $ | +125.178 $ | +19,8 % | 631.691 $ | -120.758 $ | -16,0 % | 752.449 $ | +157.849 $ | +26,5 % | 594.600 $ | +9.692 $ | +1,7 % |
| Zinnia Wealth Advisory, LLC | 698.466 $ | -55.162 $ | -7,3 % | 753.628 $ | +122.623 $ | +19,4 % | 631.005 $ | |||||
| Saxony Capital Management, LLC | 746.440 $ | |||||||||||
| US BANCORP \DE\ | 733.091 $ | +127.142 $ | +21,0 % | 605.949 $ | +28.275 $ | +4,9 % | 577.674 $ | +135.032 $ | +30,5 % | 442.642 $ | -299.433 $ | -40,4 % |
| Vontobel Holding Ltd. | 724.040 $ | +128.302 $ | +21,5 % | 595.738 $ | -26.743 $ | -4,3 % | 622.481 $ | +250.368 $ | +67,3 % | 372.113 $ | +58.066 $ | +18,5 % |
| PRINCIPAL SECURITIES, INC. | 724.025 $ | +702.349 $ | +3.240,2 % | |||||||||
| NewEdge Wealth, LLC | 651.715 $ | -59.531 $ | -8,4 % | 711.246 $ | +162.285 $ | +29,6 % | 548.961 $ | +6.060 $ | +1,1 % | |||
| GeoWealth Management, LLC | 660.238 $ | -50.772 $ | -7,1 % | 711.010 $ | +323.224 $ | +83,4 % | 387.786 $ | +158.445 $ | +69,1 % | |||
| FOCUSED ALPHA, LLC | 695.444 $ | +274.046 $ | +65,0 % | 421.398 $ | -38.212 $ | -8,3 % | 459.610 $ | |||||
| Baker Avenue Asset Management, LP | 688.566 $ | -2.357 $ | -0,3 % | 690.923 $ | +70.036 $ | +11,3 % | 620.887 $ | +196.277 $ | +46,2 % | 424.610 $ | +28.747 $ | +7,3 % |
| Indivisible Partners | 690.097 $ | +488.735 $ | +242,7 % | 201.362 $ | ||||||||
| Blueprint Investment Partners LLC | 687.312 $ | +154.077 $ | +28,9 % | 533.235 $ | +282.424 $ | +112,6 % | 250.811 $ | |||||
| Blueprint Financial Advisors LLC | 687.312 $ | +169.163 $ | +32,6 % | 518.149 $ | +267.338 $ | +106,6 % | 250.811 $ | |||||
| Corient Private Wealth LP | 221.543 $ | -253.366 $ | -53,4 % | 474.909 $ | -211.385 $ | -30,8 % | 686.294 $ | +343.024 $ | +99,9 % | |||
| Narus Financial Partners, LLC | 683.915 $ | +115.602 $ | +20,3 % | 568.313 $ | -7.750 $ | -1,3 % | 576.063 $ | +175.741 $ | +43,9 % | 400.322 $ | +3.922 $ | +1,0 % |
| Evanson Financial, LLC | 682.941 $ | +121.018 $ | +21,5 % | 561.923 $ | ||||||||
| TRUIST FINANCIAL CORP | 676.538 $ | +275.127 $ | +68,5 % | 401.411 $ | +22.436 $ | +5,9 % | 378.975 $ | +117.237 $ | +44,8 % | 261.738 $ | +39.862 $ | +18,0 % |
| Upper Left Wealth Management, LLC | 536.824 $ | -135.522 $ | -20,2 % | 672.346 $ | +119.715 $ | +21,7 % | 552.631 $ | -19.205 $ | -3,4 % | |||
| Global View Capital Management LLC | 671.444 $ | +144.094 $ | +27,3 % | 527.350 $ | -18.150 $ | -3,3 % | ||||||
| AMERIPRISE FINANCIAL INC | 352.108 $ | -295.435 $ | -45,6 % | 647.543 $ | +402.577 $ | +164,3 % | 244.966 $ | +34.021 $ | +16,1 % | |||
| Vident Advisory, LLC | 412.467 $ | -56.351 $ | -12,0 % | 468.818 $ | -176.722 $ | -27,4 % | 645.540 $ | -366.330 $ | -36,2 % | |||
| Sidoxia Capital Management, LLC | 643.288 $ | +140.384 $ | +27,9 % | 502.904 $ | -18.532 $ | -3,6 % | 521.436 $ | |||||
| NATIXIS ADVISORS, LLC | 641.000 $ | +331.000 $ | +106,8 % | 310.000 $ | +109.000 $ | +54,2 % | 201.000 $ | |||||
| Vestmark Advisory Solutions, Inc. | 638.503 $ | |||||||||||
| Endowment Wealth Management, Inc. | 632.725 $ | +114.580 $ | +22,1 % | 518.145 $ | -39.913 $ | -7,2 % | 558.058 $ | +108.498 $ | +24,1 % | 449.560 $ | +32.684 $ | +7,8 % |
| FSC Wealth Advisors, LLC | 623.892 $ | +110.555 $ | +21,5 % | 513.337 $ | -114.220 $ | -18,2 % | 627.557 $ | +491.545 $ | +361,4 % | 136.012 $ | -1.805.810 $ | -93,0 % |
| Compound Planning, Inc. | 626.072 $ | +216.162 $ | +52,7 % | 409.910 $ | +31.988 $ | +8,5 % | 377.922 $ | +216.324 $ | +133,9 % | 161.598 $ | +20.368 $ | +14,4 % |
| Ethos Financial Group, LLC | 592.039 $ | +15.404 $ | +2,7 % | 576.635 $ | -43.081 $ | -7,0 % | 619.716 $ | +127.010 $ | +25,8 % | |||
| Tranquilli Financial Advisor LLC | 619.669 $ | |||||||||||
| Key Client Fiduciary Advisors, LLC | 614.879 $ | +108.783 $ | +21,5 % | 506.096 $ | -26.235 $ | -4,9 % | 532.331 $ | +117.088 $ | +28,2 % | 415.243 $ | +36.301 $ | +9,6 % |
| Kestra Advisory Services, LLC | 612.853 $ | +179.861 $ | +41,5 % | 432.992 $ | -146.227 $ | -25,2 % | 579.219 $ | +334.323 $ | +136,5 % | 244.896 $ | +828 $ | +0,3 % |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 608.432 $ | +101.384 $ | +20,0 % | 507.048 $ | -103.863 $ | -17,0 % | 610.911 $ | +179.319 $ | +41,5 % | 431.592 $ | +76.409 $ | +21,5 % |
| DEUTSCHE BANK AG\ | 505.857 $ | -101.642 $ | -16,7 % | 607.499 $ | +142.755 $ | +30,7 % | 464.744 $ | -6.313 $ | -1,3 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 445.466 $ | -157.530 $ | -26,1 % | 602.996 $ | +297.703 $ | +97,5 % | 305.293 $ | +100.915 $ | +49,4 % | |||
| Independent Advisor Alliance | 582.824 $ | |||||||||||
| Evanson Asset Management, LLC | 575.120 $ | +143.242 $ | +33,2 % | 431.878 $ | +7.852 $ | +1,9 % | ||||||
| AlTi Global, Inc. | 573.935 $ | |||||||||||
| Rede Wealth, LLC | 311.444 $ | +35.624 $ | +12,9 % | 275.820 $ | -288.310 $ | -51,1 % | 564.130 $ | +35.640 $ | +6,7 % | 528.490 $ | ||
| INTEGRITY WEALTH ADVISORS, INC. | 515.349 $ | -21.987 $ | -4,1 % | 537.336 $ | -20.769 $ | -3,7 % | 558.105 $ | -3.109 $ | -0,6 % | |||
| Invesco Ltd. | 488.723 $ | -59.178 $ | -10,8 % | 547.901 $ | +118.455 $ | +27,6 % | 429.446 $ | -41.061 $ | -8,7 % | |||
| Pathstone Holdings, LLC | 544.801 $ | |||||||||||
| AIRE ADVISORS, LLC | 529.862 $ | |||||||||||
| KEYBANK NATIONAL ASSOCIATION/OH | 527.066 $ | +70.866 $ | +15,5 % | 456.200 $ | -2.110.236 $ | -82,2 % | ||||||
| Belpointe Asset Management LLC | 524.767 $ | |||||||||||
| SIGNATUREFD, LLC | 519.288 $ | |||||||||||
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 161.601 $ | -296.225 $ | -64,7 % | 457.826 $ | -59.934 $ | -11,6 % | 517.760 $ | |||||
| QUANTIFY CHAOS ADVISORS, LLC | 515.621 $ | +260.065 $ | +101,8 % | 255.556 $ | ||||||||
| ENDEAVOR PRIVATE WEALTH, INC. | 401.880 $ | +62.674 $ | +18,5 % | 339.206 $ | -153.436 $ | -31,1 % | 492.642 $ | -22.565 $ | -4,4 % | 515.207 $ | -356.205 $ | -40,9 % |
| Rossby Financial, LCC | 43.464 $ | +10.275 $ | +31,0 % | 33.189 $ | -465.738 $ | -93,3 % | 498.927 $ | +471.817 $ | +1.740,4 % | 27.110 $ | +4.675 $ | +20,8 % |
| HRT FINANCIAL LP | 498.000 $ | -180.000 $ | -26,5 % | |||||||||
| Kera Capital Partners, Inc. | 495.774 $ | |||||||||||
| MONECO ADVISORS, LLC | 493.810 $ | |||||||||||
| KINTRA WEALTH, LLC | 430.216 $ | -62.612 $ | -12,7 % | 492.828 $ | +111.900 $ | +29,4 % | 380.928 $ | -21.636 $ | -5,4 % | |||
| XTX Topco Ltd | 485.861 $ | +254.940 $ | +110,4 % | 230.921 $ | ||||||||
| IFS Group,LLC | 485.316 $ | +120.966 $ | +33,2 % | |||||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 475.717 $ | |||||||||||
| CAPTRUST FINANCIAL ADVISORS | 475.694 $ | +5.880 $ | +1,3 % | 469.814 $ | +116.350 $ | +32,9 % | 353.464 $ | +1.115 $ | +0,3 % | |||
| Wallace Advisory Group, LLC | 463.241 $ | |||||||||||
| FWG Holdings, LLC | 442.686 $ | |||||||||||
| Midwest Trust Co | 440.658 $ | |||||||||||
| Wallace Hart LLC | 414.309 $ | -24.701 $ | -5,6 % | 439.010 $ | +263.275 $ | +149,8 % | 175.735 $ | |||||
| Game Plan Financial Advisors, LLC | 5.209 $ | -422.855 $ | -98,8 % | 428.064 $ | +421.783 $ | +6.715,2 % | 6.281 $ | |||||
| Beacon Financial Advisory LLC | 320.970 $ | -105.980 $ | -24,8 % | 426.950 $ | +157.797 $ | +58,6 % | 269.153 $ | |||||
| J. Safra Sarasin Holding AG | 424.000 $ | -5.760 $ | -1,3 % | |||||||||
| HighPoint Advisor Group LLC | 373.893 $ | -48.954 $ | -11,6 % | 422.847 $ | +131.812 $ | +45,3 % | 291.035 $ | |||||
| Richmond Investment Services, LLC | 420.194 $ | +149.874 $ | +55,4 % | 270.320 $ | +70.428 $ | +35,2 % | ||||||
| BRIGHTON JONES LLC | 420.133 $ | +92.091 $ | +28,1 % | 328.042 $ | -51.172 $ | -13,5 % | 379.214 $ | +154.744 $ | +68,9 % | |||
| SMART Wealth LLC | 345.567 $ | +5.576 $ | +1,6 % | 339.991 $ | -77.300 $ | -18,5 % | 417.291 $ | |||||
| McKinley Carter Wealth Services, Inc. | 404.418 $ | +196.351 $ | +94,4 % | 208.067 $ | +48.893 $ | +30,7 % | 159.174 $ | -2.150 $ | -1,3 % | |||
| Briggs Wealth Management, Inc | 403.389 $ | +78.802 $ | +24,3 % | 324.587 $ | ||||||||
| BARCLAYS PLC | 365.240 $ | -33.120 $ | -8,3 % | 398.360 $ | -14.002.629 $ | -97,2 % | ||||||
| FARMERS TRUST CO | 398.204 $ | +80.813 $ | +25,5 % | 317.391 $ | +59.454 $ | +23,0 % | ||||||
| WOLFF WIESE MAGANA LLC | 389.455 $ | +58.579 $ | +17,7 % | 330.876 $ | -65.614 $ | -16,5 % | 396.490 $ | +377.290 $ | +1.965,1 % | 19.200 $ | -312.790 $ | -94,2 % |
| Matrix Trust Co | 394.000 $ | |||||||||||
| Focus Financial Network, Inc. | 350.824 $ | +39.554 $ | +12,7 % | 311.270 $ | -78.748 $ | -20,2 % | 390.018 $ | +60.414 $ | +18,3 % | 329.604 $ | -110.938 $ | -25,2 % |
| Estate Counselors, LLC | 248.109 $ | -135.081 $ | -35,3 % | 383.190 $ | -59.530 $ | -13,4 % | ||||||
| North Forty Two & Co. | 378.763 $ | +67.118 $ | +21,5 % | 311.645 $ | -28.260 $ | -8,3 % | 339.905 $ | +79.874 $ | +30,7 % | 260.031 $ | +30.042 $ | +13,1 % |
| Prostatis Group LLC | 356.650 $ | -21.187 $ | -5,6 % | 377.837 $ | +75.338 $ | +24,9 % | 302.499 $ | +14.117 $ | +4,9 % | |||
| Modern Wealth Management, LLC | 376.252 $ | |||||||||||
| Betterment LLC | 371.000 $ | +144.000 $ | +63,4 % | 227.000 $ | ||||||||
| DGS Capital Management, LLC | 370.804 $ | +57.561 $ | +18,4 % | 313.243 $ | -5.572 $ | -1,7 % | ||||||
| Dorsey & Whitney Trust CO LLC | 262.941 $ | -99.168 $ | -27,4 % | 362.109 $ | +64.302 $ | +21,6 % | 297.807 $ | -4.046 $ | -1,3 % | |||
| Wealthcare Advisory Partners LLC | 359.445 $ | |||||||||||
| Clark Asset Management, LLC | 297.850 $ | -59.492 $ | -16,6 % | 357.342 $ | ||||||||
| OPPENHEIMER & CO INC | 351.530 $ | |||||||||||
| Premier Private Wealth Management LLC | 340.007 $ | |||||||||||
| Warren Street Wealth Advisors, LLC | 335.280 $ | +52.155 $ | +18,4 % | 283.125 $ | -26.834 $ | -8,7 % | 309.959 $ | +60.090 $ | +24,0 % | 249.869 $ | -5.113 $ | -2,0 % |
| Inspire Advisors, LLC | 333.550 $ | +91.981 $ | +38,1 % | 241.569 $ | ||||||||
| GREAT VALLEY ADVISOR GROUP, INC. | 325.013 $ | +122.426 $ | +60,4 % | 202.587 $ | +53.594 $ | +36,0 % | 148.993 $ | |||||
| Pacific Excel Wealth Advisors, Inc. | 315.536 $ | +118.686 $ | +60,3 % | 196.850 $ | ||||||||
| TUDOR INVESTMENT CORP ET AL | 315.138 $ | |||||||||||
| Pacific Park Financial, Inc. | 311.792 $ | +114.801 $ | +58,3 % | 196.991 $ | -17.864 $ | -8,3 % | 214.855 $ | +41.611 $ | +24,0 % | 173.244 $ | ||
| Downshift Financial, LLC | 302.721 $ | +53.643 $ | +21,5 % | 249.078 $ | -33.332 $ | -11,8 % | 282.410 $ | |||||
| Advisory Services Network, LLC | 302.260 $ | +2.271 $ | +0,8 % | 299.989 $ | +2.968 $ | +1,0 % | 297.021 $ | -18.310 $ | -5,8 % | |||
| Visionary Wealth Advisors | 301.486 $ | +89.073 $ | +41,9 % | 212.413 $ | -81.618 $ | -27,8 % | 294.031 $ | |||||
| MATAURO, LLC | 299.864 $ | +139.631 $ | +87,1 % | 160.233 $ | -14.932 $ | -8,5 % | ||||||
| TRUE Private Wealth Advisors | 299.026 $ | +65.529 $ | +28,1 % | 233.497 $ | -25.865 $ | -10,0 % | 259.362 $ | +54.100 $ | +26,4 % | 205.262 $ | -23.516 $ | -10,3 % |
| D.A. DAVIDSON & CO. | 296.834 $ | +72.735 $ | +32,5 % | 224.099 $ | -21.810 $ | -8,9 % | 245.909 $ | +53.572 $ | +27,9 % | 192.337 $ | -1.028 $ | -0,5 % |
| Total Clarity Wealth Management, Inc. | 292.048 $ | +39.477 $ | +15,6 % | 252.571 $ | -17.257 $ | -6,4 % | 269.828 $ | |||||
| W1M Asset Management Ltd | 290.813 $ | +67.660 $ | +30,3 % | 223.153 $ | -2.605 $ | -1,2 % | ||||||
| Koshinski Asset Management, Inc. | 218.102 $ | -940 $ | -0,4 % | 219.042 $ | -69.364 $ | -24,1 % | 288.406 $ | +37.469 $ | +14,9 % | 250.937 $ | -8.826 $ | -3,4 % |
| BROWN ADVISORY INC | 288.344 $ | |||||||||||
| ADAMSBROWN WEALTH CONSULTANTS LLC | 286.566 $ | +66.231 $ | +30,1 % | 220.335 $ | ||||||||
| Gladstone Institutional Advisory LLC | 255.741 $ | -30.205 $ | -10,6 % | 285.946 $ | +71.778 $ | +33,5 % | 214.168 $ | -11.694 $ | -5,2 % | |||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 280.140 $ | +49.641 $ | +21,5 % | 230.499 $ | -20.901 $ | -8,3 % | 251.400 $ | +38.711 $ | +18,2 % | 212.689 $ | ||
| PNC FINANCIAL SERVICES GROUP, INC. | 277.249 $ | +86.227 $ | +45,1 % | 191.022 $ | +156.903 $ | +459,9 % | 34.119 $ | +6.695 $ | +24,4 % | |||
| PFG Investments, LLC | 195.523 $ | -79.553 $ | -28,9 % | 275.076 $ | +45.241 $ | +19,7 % | 229.835 $ | -9.331 $ | -3,9 % | |||
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 264.661 $ | +76.705 $ | +40,8 % | 187.956 $ | -18.689 $ | -9,0 % | 206.645 $ | +30.817 $ | +17,5 % | 175.828 $ | -20.035 $ | -10,2 % |
| VERUS CAPITAL PARTNERS, LLC | 264.488 $ | +44.613 $ | +20,3 % | 219.875 $ | -11.608 $ | -5,0 % | 231.483 $ | +62.661 $ | +37,1 % | 168.822 $ | +16.497 $ | +10,8 % |
| CARY STREET PARTNERS FINANCIAL LLC | 242.551 $ | -19.050 $ | -7,3 % | 261.601 $ | +63.195 $ | +31,9 % | 198.406 $ | +26.072 $ | +15,1 % | |||
| White Lighthouse Investment Management Inc. | 259.489 $ | +45.347 $ | +21,2 % | 214.142 $ | -19.418 $ | -8,3 % | 233.560 $ | +54.696 $ | +30,6 % | 178.864 $ | -1.837 $ | -1,0 % |
| STEEL GROVE CAPITAL ADVISORS, LLC | 247.657 $ | +35.310 $ | +16,6 % | 212.347 $ | -46.968 $ | -18,1 % | 259.315 $ | +59.174 $ | +29,6 % | 200.141 $ | -617.154 $ | -75,5 % |
| Greykasell Wealth Strategies, Inc. | 258.548 $ | +136.723 $ | +112,2 % | 121.825 $ | ||||||||
| Rubicon Advisors, GP | 256.192 $ | +7.322 $ | +2,9 % | 248.870 $ | ||||||||
| Ascentis Independent Advisors | 252.852 $ | +219.321 $ | +654,1 % | 33.531 $ | ||||||||
| IHT Wealth Management, LLC | 218.039 $ | -32.097 $ | -12,8 % | 250.136 $ | +56.507 $ | +29,2 % | 193.629 $ | -31.313 $ | -13,9 % | |||
| Innovative Asset Advisors Group, LLC | 93.383 $ | -153.011 $ | -62,1 % | 246.394 $ | ||||||||
| Greenspring Advisors, LLC | 245.805 $ | |||||||||||
| LEUTHOLD GROUP, LLC | 245.380 $ | +50.199 $ | +25,7 % | 195.181 $ | -14.789 $ | -7,0 % | 209.970 $ | |||||
| B & T Capital Management DBA Alpha Capital Management | 160.627 $ | -83.845 $ | -34,3 % | 244.472 $ | +44.198 $ | +22,1 % | 200.274 $ | -16.151 $ | -7,5 % | |||
| Petros Family Wealth, LLC | 194.521 $ | -49.280 $ | -20,2 % | 243.801 $ | ||||||||
| Summit Financial, LLC | 243.104 $ | |||||||||||
| WCG Wealth Advisors LLC | 220.581 $ | -22.286 $ | -9,2 % | 242.867 $ | ||||||||
| WEDBUSH SECURITIES INC | 242.000 $ | +43.000 $ | +21,6 % | 199.000 $ | -24.000 $ | -10,8 % | 223.000 $ | +54.000 $ | +32,0 % | 169.000 $ | +5.000 $ | +3,0 % |
| Keel Point, LLC | 238.394 $ | -3.212 $ | -1,3 % | |||||||||
| Trueblood Wealth Management, LLC | 235.222 $ | +41.681 $ | +21,5 % | 193.541 $ | -17.550 $ | -8,3 % | 211.091 $ | +49.604 $ | +30,7 % | 161.487 $ | +3.792 $ | +2,4 % |
| Quartz Partners, LLC | 233.880 $ | |||||||||||
| Financial Network Wealth Advisors LLC | 233.179 $ | |||||||||||
| Gateway Wealth Partners, LLC | 231.519 $ | |||||||||||
| Reyes Financial Architecture, Inc. | 97.040 $ | -5.513 $ | -5,4 % | 102.553 $ | -128.288 $ | -55,6 % | 230.841 $ | +158.787 $ | +220,4 % | 72.054 $ | +4.353 $ | +6,4 % |
| Western Wealth Management, LLC | 225.983 $ | -4.505 $ | -2,0 % | 230.488 $ | +32.219 $ | +16,3 % | 198.269 $ | -1.446 $ | -0,7 % | |||
| World Investment Advisors | 204.047 $ | -1.905 $ | -0,9 % | 205.952 $ | -20.584 $ | -9,1 % | 226.536 $ | +50.052 $ | +28,4 % | |||
| UNIQUE WEALTH, LLC | 221.641 $ | |||||||||||
| Merit Financial Group, LLC | 220.707 $ | +64.428 $ | +41,2 % | 156.279 $ | ||||||||
| TI-TRUST, INC | 205.063 $ | +5.420 $ | +2,7 % | 199.643 $ | -18.104 $ | -8,3 % | 217.747 $ | +51.168 $ | +30,7 % | 166.579 $ | -2.263 $ | -1,3 % |
| M1 Capital Management LLC | 208.515 $ | -8.811 $ | -4,1 % | 217.326 $ | +63.179 $ | +41,0 % | 154.147 $ | +11.120 $ | +7,8 % | |||
| Prosperity Consulting Group, LLC | 217.279 $ | |||||||||||
| Sageworth Trust Co | 215.776 $ | -2.932 $ | -1,3 % | |||||||||
| Empire Financial Management Company, LLC | 213.204 $ | |||||||||||
| Sunbelt Securities, Inc. | 212.395 $ | +212.223 $ | +123.385,5 % | 172 $ | -3 $ | -1,7 % | ||||||
| PFG Advisors | 212.377 $ | |||||||||||
| Callan Family Office, LLC | 192.736 $ | -17.477 $ | -8,3 % | 210.213 $ | +72.413 $ | +52,5 % | 137.800 $ | |||||
| TrueWealth Financial Partners | 209.898 $ | |||||||||||
| Ignite Planners, LLC | 206.992 $ | +28.851 $ | +16,2 % | 178.141 $ | -16.275 $ | -8,4 % | 194.416 $ | +32.359 $ | +20,0 % | 162.057 $ | +9.277 $ | +6,1 % |
| Envestnet Portfolio Solutions, Inc. | 205.964 $ | |||||||||||
| Facet Wealth, Inc. | 200.564 $ | -3.188 $ | -1,6 % | 203.752 $ | ||||||||
| Strategic Blueprint, LLC | 201.719 $ | +42.374 $ | +26,6 % | 159.345 $ | -18.428 $ | -10,4 % | 177.773 $ | +40.463 $ | +29,5 % | 137.310 $ | ||
| Lunt Capital Management, Inc. | 199.474 $ | +46.874 $ | +30,7 % | 152.600 $ | -1.066 $ | -0,7 % | ||||||
| Brookwood Investment Group LLC | 199.197 $ | +190.818 $ | +2.277,3 % | 8.379 $ | ||||||||
| Advisory Advocates, LLC | 197.622 $ | |||||||||||
| Waverly Advisors, LLC | 180.954 $ | -16.409 $ | -8,3 % | 197.363 $ | ||||||||
| NORDEN GROUP LLC | 196.806 $ | |||||||||||
| Smith Partners Wealth Management, LLC | 195.159 $ | |||||||||||
| BCS Private Wealth Management, Inc. | 178.094 $ | -16.150 $ | -8,3 % | 194.244 $ | +45.645 $ | +30,7 % | 148.599 $ | |||||
| Balboa Wealth Partners | 177.411 $ | -15.083 $ | -7,8 % | 192.494 $ | ||||||||
| Root Financial Partners, LLC | 183.080 $ | +7.670 $ | +4,4 % | 175.410 $ | -11.144 $ | -6,0 % | 186.554 $ | +147.824 $ | +381,7 % | 38.730 $ | -30.314 $ | -43,9 % |
| Focus Partners Wealth | 186.021 $ | |||||||||||
| MONETA GROUP INVESTMENT ADVISORS LLC | 185.446 $ | +6.167 $ | +3,4 % | 179.279 $ | ||||||||
| Optivise Advisory Services LLC | 183.713 $ | |||||||||||
| OneDigital Investment Advisors LLC | 182.254 $ | +3.648 $ | +2,0 % | 178.606 $ | ||||||||
| Greenwich Wealth Management LLC | 182.000 $ | |||||||||||
| Coastal Bridge Advisors, LLC | 165.867 $ | -15.040 $ | -8,3 % | 180.907 $ | +39.198 $ | +27,7 % | 141.709 $ | -1.925 $ | -1,3 % | |||
| Collaborative Wealth Managment Inc. | 178.517 $ | |||||||||||
| Pinnacle Financial Partners, Inc. | 176.305 $ | |||||||||||
| Bryn Mawr Trust Advisors, LLC | 160.721 $ | -14.635 $ | -8,3 % | 175.356 $ | +33.472 $ | +23,6 % | 141.884 $ | +2.807 $ | +2,0 % | |||
| Edgestream Partners, L.P. | 171.932 $ | |||||||||||
| Friedenthal Financial | 170.298 $ | |||||||||||
| OLD MISSION CAPITAL LLC | 166.950 $ | |||||||||||
| Navigation Wealth Management, Inc. | 161.023 $ | |||||||||||
| Keystone Financial Group | 160.133 $ | |||||||||||
| Portland Financial Advisors Inc | 154.031 $ | -3.772 $ | -2,4 % | |||||||||
| Parallel Advisors, LLC | 113.658 $ | -39.076 $ | -25,6 % | 152.734 $ | +53.941 $ | +54,6 % | 98.793 $ | +29.310 $ | +42,2 % | 69.483 $ | -31.269 $ | -31,0 % |
| IMA Advisory Services, Inc. | 150.288 $ | |||||||||||
| NOMURA ASSET MANAGEMENT CO LTD | 149.272 $ | |||||||||||
| Worth Financial Advisory Group, LLC | 145.565 $ | |||||||||||
| Global Trust Asset Management, LLC | 144.325 $ | |||||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 142.588 $ | +130.098 $ | +1.041,6 % | 12.490 $ | -1.132 $ | -8,3 % | 13.622 $ | +3.201 $ | +30,7 % | 10.421 $ | -41 $ | -0,4 % |
| Integrity Investment Advisors, LLC | 134.686 $ | |||||||||||
| Merkkuri Wealth Advisors LLC | 127.421 $ | |||||||||||
| Blue Trust, Inc. | 125.690 $ | +16.556 $ | +15,2 % | 109.134 $ | -2.423 $ | -2,2 % | 111.557 $ | +26.214 $ | +30,7 % | 85.343 $ | +1.046 $ | +1,2 % |
| CULLEN/FROST BANKERS, INC. | 123.617 $ | +17.951 $ | +17,0 % | 105.666 $ | -9.581 $ | -8,3 % | 115.247 $ | +27.081 $ | +30,7 % | 88.166 $ | -101.049 $ | -53,4 % |
| Clearstead Advisors, LLC | 110.084 $ | -12.216 $ | -10,0 % | 122.300 $ | +25.095 $ | +25,8 % | 97.205 $ | -6.733 $ | -6,5 % | |||
| Quantum Portfolio Management LLC | 118.576 $ | -58.351 $ | -33,0 % | |||||||||
| BFC Planning, Inc. | 3.875 $ | -351 $ | -8,3 % | 4.226 $ | -112.361 $ | -96,4 % | 116.587 $ | -886 $ | -0,8 % | |||
| Wealth Watch Advisors, INC | 108.147 $ | +13.801 $ | +14,6 % | |||||||||
| Ameritas Investment Partners, Inc. | 92.096 $ | -11.902 $ | -11,4 % | 103.998 $ | +24.439 $ | +30,7 % | 79.559 $ | +64 $ | +0,1 % | |||
| Paladin Partners, LLC | 97.156 $ | +10.848 $ | +12,6 % | 86.308 $ | -4.639 $ | -5,1 % | 90.947 $ | +21.371 $ | +30,7 % | 69.576 $ | ||
| Index Technologies Group LLC | 96.439 $ | |||||||||||
| IFS Advisors, LLC | 90.710 $ | +16.074 $ | +21,5 % | 74.636 $ | -6.768 $ | -8,3 % | 81.404 $ | +19.129 $ | +30,7 % | 62.275 $ | -846 $ | -1,3 % |
| Coston, McIsaac & Partners | 78.000 $ | -7.000 $ | -8,2 % | 85.000 $ | +20.000 $ | +30,8 % | 65.000 $ | -1.000 $ | -1,5 % | |||
| United Financial Planning Group LLC | 84.071 $ | |||||||||||
| BESSEMER GROUP INC | 76.000 $ | -7.000 $ | -8,4 % | 83.000 $ | +19.000 $ | +29,7 % | 64.000 $ | |||||
| Tower Research Capital LLC (TRC) | 82.878 $ | +76.262 $ | +1.152,7 % | 6.616 $ | -10.037 $ | -60,3 % | ||||||
| Tidemark, LLC | 68.649 $ | -8.113 $ | -10,6 % | 76.762 $ | ||||||||
| Latitude Advisors, LLC | 75.040 $ | |||||||||||
| Global Assets Advisory, LLC | 73.229 $ | |||||||||||
| NVWM, LLC | 72.124 $ | +12.780 $ | +21,5 % | 59.344 $ | -5.381 $ | -8,3 % | 64.725 $ | +15.210 $ | +30,7 % | 49.515 $ | -673 $ | -1,3 % |
| MCF Advisors LLC | 68.412 $ | |||||||||||
| COUNTRY TRUST BANK | 59.264 $ | |||||||||||
| HUNTINGTON NATIONAL BANK | 55.596 $ | -3.309 $ | -5,6 % | 58.905 $ | +12.517 $ | +27,0 % | 46.388 $ | +26.230 $ | +130,1 % | |||
| CENTRAL TRUST Co | 7.489 $ | -49.616 $ | -86,9 % | 57.105 $ | +1.681 $ | +3,0 % | 55.424 $ | +13.024 $ | +30,7 % | 42.400 $ | -576 $ | -1,3 % |
| Larson Financial Group LLC | 56.573 $ | +10.025 $ | +21,5 % | 46.548 $ | +30.419 $ | +188,6 % | 16.129 $ | +3.790 $ | +30,7 % | 12.339 $ | -6.044 $ | -32,9 % |
| Triumph Capital Management | 55.700 $ | +10.442 $ | +23,1 % | 45.258 $ | +44.894 $ | +12.333,5 % | 364 $ | +86 $ | +30,9 % | 278 $ | ||
| Atlantic Union Bankshares Corp | 44.041 $ | -3.993 $ | -8,3 % | 48.034 $ | +11.287 $ | +30,7 % | 36.747 $ | -307 $ | -0,8 % | |||
| Investors Research Corp | 46.918 $ | -638 $ | -1,3 % | |||||||||
| Allworth Financial LP | 25.899 $ | -18.335 $ | -41,5 % | 44.234 $ | +29.316 $ | +196,5 % | 14.918 $ | -8.133 $ | -35,3 % | |||
| Buck Wealth Strategies, LLC | 43.213 $ | +6.959 $ | +19,2 % | 36.254 $ | ||||||||
| Bruce G. Allen Investments, LLC | 42.135 $ | +2.716 $ | +6,9 % | 39.419 $ | +16.290 $ | +70,4 % | 23.129 $ | +539 $ | +2,4 % | |||
| HAZLETT, BURT & WATSON, INC. | 42.000 $ | +7.000 $ | +20,0 % | 35.000 $ | -3.000 $ | -7,9 % | 38.000 $ | +14.000 $ | +58,3 % | 24.000 $ | +0 $ | +0,0 % |
| Pacifica Partners Inc. | 41.076 $ | +14.689 $ | +55,7 % | 26.387 $ | ||||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 35.395 $ | -5.679 $ | -13,8 % | 41.074 $ | +7.379 $ | +21,9 % | 33.695 $ | |||||
| Golden State Wealth Management, LLC | 12.024 $ | -26.643 $ | -68,9 % | 38.667 $ | +38.199 $ | +8.162,2 % | 468 $ | |||||
| City State Bank | 37.558 $ | +6.656 $ | +21,5 % | 30.902 $ | +5.117 $ | +19,8 % | 25.785 $ | -350 $ | -1,3 % | |||
| MidFirst Bank | 36.251 $ | |||||||||||
| BROWN, LISLE/CUMMINGS, INC. | 35.821 $ | +11.223 $ | +45,6 % | 24.598 $ | +21.723 $ | +755,6 % | 2.875 $ | |||||
| United Community Bank | 35.666 $ | +6.320 $ | +21,5 % | 29.346 $ | -2.661 $ | -8,3 % | 32.007 $ | +7.521 $ | +30,7 % | 24.486 $ | -40.461 $ | -62,3 % |
| Avion Wealth | 35.000 $ | +7.000 $ | +25,0 % | 28.000 $ | -3.000 $ | -9,7 % | 31.000 $ | +7.000 $ | +29,2 % | 24.000 $ | +0 $ | +0,0 % |
| Intesa Sanpaolo Wealth Management | 34.740 $ | +6.156 $ | +21,5 % | 28.584 $ | -2.592 $ | -8,3 % | 31.176 $ | +7.326 $ | +30,7 % | 23.850 $ | ||
| Arkos Global Advisors | 33.000 $ | |||||||||||
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 29.854 $ | -2.708 $ | -8,3 % | 32.562 $ | +7.652 $ | +30,7 % | 24.910 $ | -338 $ | -1,3 % | |||
| KFG LLC | 32.463 $ | |||||||||||
| AdvisorNet Financial, Inc | 29.371 $ | -2.664 $ | -8,3 % | 32.035 $ | +7.528 $ | +30,7 % | 24.507 $ | +570 $ | +2,4 % | |||
| Pinnacle Bancorp, Inc. | 31.652 $ | |||||||||||
| TUCKER ASSET MANAGEMENT LLC | 31.297 $ | |||||||||||
| Abound Wealth Management | 30.186 $ | |||||||||||
| ORG Partners LLC | 30.116 $ | -4.396 $ | -12,7 % | |||||||||
| Cape Investment Advisory, Inc. | 7.778 $ | +520 $ | +7,2 % | 7.258 $ | -22.825 $ | -75,9 % | 30.083 $ | |||||
| Robinswood Financial LLC | 29.123 $ | |||||||||||
| Wilmington Savings Fund Society, FSB | 27.734 $ | +6.979 $ | +33,6 % | 20.755 $ | -1.882 $ | -8,3 % | 22.637 $ | +5.319 $ | +30,7 % | 17.318 $ | +584 $ | +3,5 % |
| HOLLENCREST CAPITAL MANAGEMENT | 26.075 $ | |||||||||||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 24.979 $ | |||||||||||
| EVOLUTION WEALTH MANAGEMENT INC. | 24.357 $ | +12.018 $ | +97,4 % | 12.339 $ | -3.855 $ | -23,8 % | 16.194 $ | +3.805 $ | +30,7 % | 12.389 $ | ||
| Strategic Investment Solutions, Inc. /IL | 23.820 $ | |||||||||||
| Advisors Preferred, LLC | 23.399 $ | |||||||||||
| CALDWELL SUTTER CAPITAL, INC. | 21.438 $ | -1.944 $ | -8,3 % | 23.382 $ | +5.494 $ | +30,7 % | 17.888 $ | -243 $ | -1,3 % | |||
| DeDora Capital, Inc. | 20.825 $ | |||||||||||
| Salomon & Ludwin, LLC | 20.149 $ | +3.675 $ | +22,3 % | 16.474 $ | -1.817 $ | -9,9 % | 18.291 $ | +4.166 $ | +29,5 % | 14.125 $ | +188 $ | +1,3 % |
| Darwin Wealth Management, LLC | 18.341 $ | -1.663 $ | -8,3 % | 20.004 $ | +16.122 $ | +415,3 % | 3.882 $ | |||||
| Capital Analysts, LLC | 15.000 $ | -5.000 $ | -25,0 % | 20.000 $ | +5.000 $ | +33,3 % | 15.000 $ | +2.000 $ | +15,4 % | |||
| Prudent Man Investment Management, Inc. | 19.320 $ | |||||||||||
| EASTERN BANK | 19.300 $ | +3.420 $ | +21,5 % | 15.880 $ | -1.440 $ | -8,3 % | 17.320 $ | +4.070 $ | +30,7 % | 13.250 $ | -180 $ | -1,3 % |
| Privatperson | 18.065 $ | +3.201 $ | +21,5 % | 14.864 $ | -1.348 $ | -8,3 % | 16.212 $ | +3.810 $ | +30,7 % | 12.402 $ | -168 $ | -1,3 % |
| HANTZ FINANCIAL SERVICES, INC. | 14.000 $ | -4.000 $ | -22,2 % | 18.000 $ | +16.000 $ | +800,0 % | 2.000 $ | |||||
| PINNEY & SCOFIELD, INC. | 16.150 $ | -1.464 $ | -8,3 % | 17.614 $ | ||||||||
| THOMPSON INVESTMENT MANAGEMENT, INC. | 16.377 $ | -222 $ | -1,3 % | |||||||||
| SALEM INVESTMENT COUNSELORS INC | 14.292 $ | -1.296 $ | -8,3 % | 15.588 $ | +3.501 $ | +29,0 % | ||||||
| Strategic Wealth Partners, Ltd. | 14.117 $ | -1.280 $ | -8,3 % | 15.397 $ | +1.895 $ | +14,0 % | 13.502 $ | +7.620 $ | +129,5 % | |||
| OPTIMA CAPITAL LLC | 15.085 $ | |||||||||||
| Asset Dedication, LLC | 14.881 $ | +2.637 $ | +21,5 % | 12.244 $ | -1.110 $ | -8,3 % | 13.354 $ | +3.138 $ | +30,7 % | 10.216 $ | -1.213 $ | -10,6 % |
| LANARK FINANCIAL, INC. | 13.896 $ | +2.463 $ | +21,5 % | 11.433 $ | -1.037 $ | -8,3 % | 12.470 $ | |||||
| GABLES CAPITAL MANAGEMENT INC. | 13.800 $ | +2.446 $ | +21,5 % | 11.354 $ | -1.030 $ | -8,3 % | 12.384 $ | +2.910 $ | +30,7 % | 9.474 $ | -128 $ | -1,3 % |
| Ameliora Wealth Management Ltd. | 13.471 $ | +2.387 $ | +21,5 % | 11.084 $ | -1.005 $ | -8,3 % | 12.089 $ | +2.841 $ | +30,7 % | 9.248 $ | -126 $ | -1,3 % |
| First Command Advisory Services, Inc. | 13.458 $ | +3.163 $ | +30,7 % | 10.295 $ | ||||||||
| Nova Wealth Management, Inc. | 5.272 $ | -8.082 $ | -60,5 % | 13.354 $ | +8.955 $ | +203,6 % | 4.399 $ | -60 $ | -1,3 % | |||
| Crewe Advisors LLC | 13.038 $ | |||||||||||
| CX Institutional | 13.000 $ | +0 $ | +0,0 % | |||||||||
| EFG International AG | 11.592 $ | -1.052 $ | -8,3 % | 12.644 $ | +2.971 $ | +30,7 % | 9.673 $ | |||||
| Key Capital Management, INC | 12.449 $ | +2.206 $ | +21,5 % | 10.243 $ | -928 $ | -8,3 % | 11.171 $ | +2.625 $ | +30,7 % | 8.546 $ | ||
| BlackRock, Inc. | 12.446 $ | |||||||||||
| GROUP ONE TRADING LLC | 12.332 $ | +10.053 $ | +441,1 % | 2.279 $ | ||||||||
| Go Invest LLC | 12.136 $ | +1.807 $ | +17,5 % | 10.329 $ | +6.059 $ | +141,9 % | 4.270 $ | |||||
| COMPASS FINANCIAL MANAGEMENT LLC | 11.445 $ | +2.539 $ | +28,5 % | 8.906 $ | ||||||||
| FINANCIAL CONSULATE, INC | 10.693 $ | +736 $ | +7,4 % | 9.957 $ | ||||||||
| Advantage Trust Co | 10.403 $ | +1.844 $ | +21,5 % | 8.559 $ | ||||||||
| Key FInancial Inc | 1.445 $ | -8.765 $ | -85,8 % | 10.210 $ | +2.174 $ | +27,1 % | 8.036 $ | -204 $ | -2,5 % | |||
| Oakmont Advisory Group, LLC | 9.827 $ | |||||||||||
| Wealth Enhancement Trust Services, Inc. | 9.669 $ | +1.713 $ | +21,5 % | 7.956 $ | -721 $ | -8,3 % | 8.677 $ | +2.039 $ | +30,7 % | 6.638 $ | ||
| Livelsberger Financial Advisory | 9.650 $ | |||||||||||
| VANGUARD ADVISERS INC | 8.766 $ | |||||||||||
| Acumen Wealth Advisors, LLC | 8.628 $ | +1.529 $ | +21,5 % | 7.099 $ | ||||||||
| Bogart Wealth, LLC | 8.035 $ | +1.869 $ | +30,3 % | 6.166 $ | +1.449 $ | +30,7 % | 4.717 $ | -521 $ | -9,9 % | |||
| Versant Capital Management, Inc | 7.913 $ | +1.402 $ | +21,5 % | 6.511 $ | -590 $ | -8,3 % | 7.101 $ | +1.668 $ | +30,7 % | 5.433 $ | -73 $ | -1,3 % |
| Center for Financial Planning, Inc. | 2.271 $ | -206 $ | -8,3 % | 2.477 $ | -5.341 $ | -68,3 % | 7.818 $ | |||||
| BROWN BROTHERS HARRIMAN & CO | 6.955 $ | -631 $ | -8,3 % | 7.586 $ | +1.782 $ | +30,7 % | 5.804 $ | |||||
| PROTECTIVE LIFE CORP | 6.997 $ | |||||||||||
| CHILTON CAPITAL MANAGEMENT LLC | 6.289 $ | -570 $ | -8,3 % | 6.859 $ | ||||||||
| JFS WEALTH ADVISORS, LLC | 6.755 $ | +1.197 $ | +21,5 % | 5.558 $ | -504 $ | -8,3 % | 6.062 $ | +1.424 $ | +30,7 % | 4.638 $ | -63 $ | -1,3 % |
| EVERMAY WEALTH MANAGEMENT LLC | 927 $ | -1.614 $ | -63,5 % | 2.541 $ | -3.747 $ | -59,6 % | 6.288 $ | +4.168 $ | +196,6 % | 2.120 $ | -29 $ | -1,3 % |
| DecisionPoint Financial, LLC | 6.025 $ | +1.164 $ | +23,9 % | 4.861 $ | -474 $ | -8,9 % | 5.335 $ | +1.254 $ | +30,7 % | 4.081 $ | -50 $ | -1,2 % |
| HOEY INVESTMENTS, INC | 5.790 $ | +1.026 $ | +21,5 % | 4.764 $ | -432 $ | -8,3 % | 5.196 $ | +1.221 $ | +30,7 % | 3.975 $ | -54 $ | -1,3 % |
| BURKETT FINANCIAL SERVICES, LLC | 5.057 $ | |||||||||||
| Physician Wealth Advisors, Inc. | 5.038 $ | +893 $ | +21,5 % | 4.145 $ | -376 $ | -8,3 % | 4.521 $ | |||||
| Marshall & Sterling Wealth Advisors Inc. | 4.807 $ | +852 $ | +21,5 % | 3.955 $ | -359 $ | -8,3 % | 4.314 $ | +1.014 $ | +30,7 % | 3.300 $ | -16.845 $ | -83,6 % |
| SITTNER & NELSON, LLC | 4.764 $ | |||||||||||
| Essential Partners LLC | 4.574 $ | +1.620 $ | +54,8 % | 2.954 $ | -268 $ | -8,3 % | 3.222 $ | +2.665 $ | +478,5 % | 557 $ | ||
| CIBC Private Wealth Group LLC | 4.444 $ | +103 $ | +2,4 % | |||||||||
| Meramec Financial Planners, LLC | 4.336 $ | |||||||||||
| FARMERS & MERCHANTS INVESTMENTS INC | 3.860 $ | -142 $ | -3,5 % | 4.002 $ | +538 $ | +15,5 % | 3.464 $ | +814 $ | +30,7 % | 2.650 $ | -36 $ | -1,3 % |
| Ulland Investment Advisors, LLC | 4.000 $ | +1.000 $ | +33,3 % | 3.000 $ | -1.000 $ | -25,0 % | 4.000 $ | +1.000 $ | +33,3 % | 3.000 $ | +0 $ | +0,0 % |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 4.000 $ | +1.000 $ | +33,3 % | 3.000 $ | +0 $ | +0,0 % | ||||||
| Hilltop National Bank | 3.918 $ | +694 $ | +21,5 % | 3.224 $ | +2.739 $ | +564,7 % | 485 $ | -999 $ | -67,3 % | 1.484 $ | -20 $ | -1,3 % |
| Nicht ausgewiesen | 3.906 $ | |||||||||||
| LAM GROUP, INC. | 3.764 $ | +270 $ | +7,7 % | 3.494 $ | -230 $ | -6,2 % | 3.724 $ | |||||
| Heritage Family Offices, LLP | 3.687 $ | |||||||||||
| AMERIFLEX GROUP, INC. | 3.319 $ | -301 $ | -8,3 % | 3.620 $ | -1.994 $ | -35,5 % | ||||||
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 3.049 $ | -276 $ | -8,3 % | 3.325 $ | +781 $ | +30,7 % | 2.544 $ | |||||
| MATHER GROUP, LLC. | 3.300 $ | |||||||||||
| Synergy Investment Management, LLC | 2.890 $ | -262 $ | -8,3 % | 3.152 $ | ||||||||
| CHESAPEAKE ASSET MANAGEMENT LLC | 2.890 $ | -262 $ | -8,3 % | 3.152 $ | +741 $ | +30,7 % | 2.411 $ | +182 $ | +8,2 % | |||
| GAMMA Investing LLC | 3.030 $ | |||||||||||
| TD Capital Management LLC | 1.779 $ | -161 $ | -8,3 % | 1.940 $ | -1.028 $ | -34,6 % | 2.968 $ | -40 $ | -1,3 % | |||
| Palouse Capital Management, Inc. | 2.942 $ | |||||||||||
| North Star Investment Management Corp. | 2.840 $ | +667 $ | +30,7 % | 2.173 $ | -4.394 $ | -66,9 % | ||||||
| GK Wealth Management LLC | 2.741 $ | |||||||||||
| SHP Wealth Management | 1.270 $ | -1.294 $ | -50,5 % | 2.564 $ | +603 $ | +30,7 % | 1.961 $ | |||||
| Vermillion Wealth Management, Inc. | 2.548 $ | |||||||||||
| Cheviot Value Management, LLC | 2.318 $ | -211 $ | -8,3 % | 2.529 $ | +365 $ | +16,9 % | 2.164 $ | +202 $ | +10,3 % | |||
| SageView Advisory Group, LLC | 2.399 $ | |||||||||||
| VSM Wealth Advisory, LLC | 2.338 $ | |||||||||||
| Cornerstone Planning Group LLC | 2.173 $ | -95 $ | -4,2 % | 2.268 $ | +460 $ | +25,4 % | 1.808 $ | |||||
| Nova Financial LLC | 2.162 $ | |||||||||||
| Signature Resources Capital Management, LLC | 2.065 $ | |||||||||||
| Covestor Ltd | 2.000 $ | +1.000 $ | +100,0 % | 1.000 $ | +0 $ | +0,0 % | 1.000 $ | +0 $ | +0,0 % | 1.000 $ | +0 $ | +0,0 % |
| Innovative Advisory Group, LLC | 1.855 $ | -54.820 $ | -96,7 % | |||||||||
| Silver Grove Financial Group, Inc. | 1.853 $ | |||||||||||
| Meriwether Wealth & Planning, LLC | 1.834 $ | |||||||||||
| Godfrey Financial Associates, Inc. | 1.620 $ | +702 $ | +76,5 % | 918 $ | +216 $ | +30,8 % | 702 $ | |||||
| Fairscale Capital, LLC | 1.522 $ | +315 $ | +26,1 % | 1.207 $ | -109 $ | -8,3 % | 1.316 $ | +309 $ | +30,7 % | 1.007 $ | ||
| ALERUS FINANCIAL NA | 1.365 $ | |||||||||||
| HIGHLINE WEALTH PARTNERS LLC | 1.312 $ | +232 $ | +21,5 % | 1.080 $ | -98 $ | -8,3 % | 1.178 $ | +277 $ | +30,7 % | 901 $ | ||
| Winthrop Capital Management, LLC | 1.197 $ | +197 $ | +19,7 % | 1.000 $ | +0 $ | +0,0 % | 1.000 $ | +0 $ | +0,0 % | 1.000 $ | +0 $ | +0,0 % |
| Johnson Financial Group, Inc. | 1.166 $ | |||||||||||
| Cassaday & Co Wealth Management LLC | 1.144 $ | |||||||||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1.047 $ | -95 $ | -8,3 % | 1.142 $ | +268 $ | +30,7 % | 874 $ | |||||
| Planning Strategies Inc. | 1.139 $ | |||||||||||
| GoalVest Advisory LLC | 1.060 $ | |||||||||||
| Retirement Wealth Solutions LLC | 5 $ | +1 $ | +25,0 % | 4 $ | -1 $ | -20,0 % | 5 $ | -1.046 $ | -99,5 % | 1.051 $ | -12 $ | -1,1 % |
| SIMPLEX TRADING, LLC | 965 $ | +171 $ | +21,5 % | 794 $ | ||||||||
| BIRCHBROOK, INC. | 908 $ | +161 $ | +21,6 % | 747 $ | ||||||||
| Operose Advisors LLC | 858 $ | |||||||||||
| Sound Income Strategies, LLC | 821 $ | +162 $ | +24,6 % | 659 $ | +14 $ | +2,2 % | ||||||
| WEST PACES ADVISORS INC. | 618 $ | +110 $ | +21,7 % | 508 $ | ||||||||
| Ankerstar Wealth, LLC | 589 $ | +138 $ | +30,6 % | 451 $ | ||||||||
| VALLEY WEALTH MANAGERS, INC. | 492 $ | |||||||||||
| YANKCOM Partnership | 464 $ | -8.736 $ | -95,0 % | |||||||||
| Russell Investments Group, Ltd. | 342 $ | +333 $ | +3.700,0 % | 9 $ | +2 $ | +28,6 % | 7 $ | +0 $ | +0,0 % | |||
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 332 $ | -4 $ | -1,2 % | |||||||||
| Kingdom Financial Group LLC. | 232 $ | +41 $ | +21,5 % | 191 $ | -17 $ | -8,2 % | 208 $ | +49 $ | +30,8 % | 159 $ | ||
| Lloyd Advisory Services, LLC. | 208 $ | |||||||||||
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 193 $ | +34 $ | +21,4 % | 159 $ | -14 $ | -8,1 % | 173 $ | +40 $ | +30,1 % | 133 $ | -1 $ | -0,7 % |
| Frazier Financial Advisors, LLC | 108 $ | -10 $ | -8,5 % | 118 $ | +28 $ | +31,1 % | 90 $ | +2 $ | +2,3 % | |||
| Smallwood Wealth Investment Management, LLC | 15 $ | -2 $ | -11,8 % | 17 $ | -49 $ | -74,2 % | 66 $ | -1 $ | -1,5 % | |||
| TD PRIVATE CLIENT WEALTH LLC | 17 $ | +3 $ | +21,4 % | 14 $ | -1 $ | -6,7 % | 15 $ | |||||
| Gesamt | 703.673.807 $ | +50.615.841 $ | +36,6 % | 4.166.643.617 $ | -966.955.694 $ | +292,8 % | 5.239.799.824 $ | +1.388.918.047 $ | +596,4 % | 3.822.114.874 $ | +73.261.475 $ | +171,2 % |