| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 1.139.683 $ | +345.226 $ | +23,5 % | 10.959.342.741 $ | +1.275.381.824 $ | +93,1 % | 9.666.424.392 $ | +1.286.385.029 $ | +127,6 % | 8.180.278.219 $ | +1.115.584.773 $ | +1.602,6 % | |
| MORGAN STANLEY | 4.163.403.497 $ | +614.988.995 $ | +17,3 % | 3.548.414.502 $ | +436.265.495 $ | +14,0 % | 3.112.149.007 $ | +466.624.760 $ | +17,6 % | |||
| TEXAS PERMANENT SCHOOL FUND CORP | 727.973.611 $ | +4.879.161 $ | +0,7 % | 723.094.450 $ | -19.396.581 $ | -2,6 % | 742.491.031 $ | -203.507.398 $ | -21,5 % | |||
| AMERIPRISE FINANCIAL INC | 596.634.529 $ | +64.388.577 $ | +12,1 % | 532.245.952 $ | +123.130.088 $ | +30,1 % | 409.115.864 $ | +174.976.132 $ | +74,7 % | |||
| LPL Financial LLC | 575.578.247 $ | +106.777.500 $ | +22,8 % | 468.800.747 $ | +130.494.966 $ | +38,6 % | 338.305.781 $ | +77.326.139 $ | +29,6 % | |||
| WELLS FARGO & COMPANY/MN | 274.507.033 $ | +23.403.613 $ | +9,3 % | 251.103.420 $ | +19.044.749 $ | +8,2 % | 232.058.671 $ | +70.752.529 $ | +43,9 % | |||
| RAYMOND JAMES FINANCIAL INC | 272.126.710 $ | +38.108.953 $ | +16,3 % | 234.017.757 $ | +103.750.454 $ | +79,6 % | 130.267.303 $ | +34.865.960 $ | +36,5 % | |||
| State Insurance Fund | 254.847.751 $ | +38.873.252 $ | +18,0 % | 215.974.499 $ | -11.275.941 $ | -5,0 % | 227.250.440 $ | +6.393.180 $ | +2,9 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 245.370.062 $ | +46.672.871 $ | +23,5 % | 198.697.191 $ | +46.702.638 $ | +30,7 % | 151.994.553 $ | +34.904.741 $ | +29,8 % | |||
| FMR LLC | 153.690.784 $ | -49.805.945 $ | -24,5 % | 203.496.729 $ | -1.634.245 $ | -0,8 % | 205.130.974 $ | +28.097.213 $ | +15,9 % | |||
| BANK OF AMERICA CORP /DE/ | 196.838.225 $ | +14.693.138 $ | +8,1 % | 182.145.087 $ | +66.922.293 $ | +58,1 % | 115.222.794 $ | +43.028.356 $ | +59,6 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 160.146.902 $ | +24.753.756 $ | +18,3 % | 135.393.146 $ | +609.303 $ | +0,5 % | 134.783.843 $ | +2.800.843 $ | +2,1 % | |||
| OSAIC HOLDINGS, INC. | 141.916.343 $ | +14.111.973 $ | +11,0 % | 127.804.370 $ | +6.907.094 $ | +5,7 % | 120.897.276 $ | +19.344.722 $ | +19,0 % | |||
| Janney Montgomery Scott LLC | 127.888.000 $ | +12.957.000 $ | +11,3 % | 114.931.000 $ | +28.902.000 $ | +33,6 % | 86.029.000 $ | +24.260.000 $ | +39,3 % | |||
| Prodigy Asset Management LLC | 115.443.587 $ | -802.645 $ | -0,7 % | 116.246.232 $ | +2.561.875 $ | +2,3 % | 113.684.357 $ | +36.696.069 $ | +47,7 % | |||
| Wealthspire Advisors, LLC | 113.487.295 $ | +19.093.198 $ | +20,2 % | 94.394.097 $ | -1.429.949 $ | -1,5 % | 95.824.046 $ | +9.488.354 $ | +11,0 % | |||
| Nicht ausgewiesen | 100.862.281 $ | +9.281.154 $ | +10,1 % | 91.581.127 $ | +10.597.448 $ | +13,1 % | 80.983.679 $ | +10.076.658 $ | +14,2 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49.136.678 $ | +6.587.963 $ | +15,5 % | 42.548.715 $ | -55.506.407 $ | -56,6 % | 98.055.122 $ | +1.424.430 $ | +1,5 % | |||
| UBS Group AG | 89.130.348 $ | +22.768.404 $ | +34,3 % | 66.361.944 $ | +29.107.283 $ | +78,1 % | 37.254.661 $ | +22.477.089 $ | +152,1 % | |||
| PNC FINANCIAL SERVICES GROUP, INC. | 81.011.642 $ | +15.344.356 $ | +23,4 % | 65.667.286 $ | +16.649.328 $ | +34,0 % | 49.017.958 $ | +19.934.532 $ | +68,5 % | |||
| HighTower Advisors, LLC | 76.235.798 $ | +30.851.516 $ | +68,0 % | 45.384.282 $ | +5.968.352 $ | +15,1 % | 39.415.930 $ | +2.542.543 $ | +6,9 % | |||
| Provenance Wealth Advisors, LLC | 71.417.058 $ | +120.190 $ | +0,2 % | 71.296.868 $ | ||||||||
| ALPS ADVISORS INC | 71.165.963 $ | +18.399.775 $ | +34,9 % | 52.766.188 $ | ||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 62.316.136 $ | +2.514.706 $ | +4,2 % | 59.801.430 $ | +25.158.342 $ | +72,6 % | 34.643.088 $ | +3.221.096 $ | +10,3 % | |||
| Rossby Financial, LCC | 60.517.532 $ | +12.847.445 $ | +27,0 % | 47.670.087 $ | +10.231.324 $ | +27,3 % | 37.438.763 $ | +3.841.798 $ | +11,4 % | |||
| Cetera Investment Advisers | 54.126.400 $ | +20.124.661 $ | +59,2 % | 34.001.739 $ | +7.703.845 $ | +29,3 % | 26.297.894 $ | +8.264.401 $ | +45,8 % | |||
| Rockefeller Capital Management L.P. | 49.370.772 $ | +32.166.535 $ | +187,0 % | 17.204.237 $ | +17.082.971 $ | +14.087,2 % | 121.266 $ | +84.567 $ | +230,4 % | |||
| Bensler, LLC | 47.620.771 $ | +5.013.375 $ | +11,8 % | 42.607.396 $ | +6.735.070 $ | +18,8 % | 35.872.326 $ | +3.948.929 $ | +12,4 % | |||
| D.A. DAVIDSON & CO. | 43.709.117 $ | +4.005.258 $ | +10,1 % | 39.703.859 $ | +16.308.901 $ | +69,7 % | 23.394.958 $ | +9.955.122 $ | +74,1 % | |||
| GOLDMAN SACHS GROUP INC | 26.106.004 $ | -154.403 $ | -0,6 % | 26.260.407 $ | -11.582.862 $ | -30,6 % | 37.843.269 $ | +12.913.743 $ | +51,8 % | |||
| BENJAMIN EDWARDS INC | 36.727.470 $ | +537.006 $ | +1,5 % | 36.190.464 $ | +35.601.300 $ | +6.042,7 % | 589.164 $ | +386.697 $ | +191,0 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 36.700.208 $ | +526 $ | +0,0 % | 36.699.682 $ | +449.392 $ | +1,2 % | 36.250.290 $ | +351.948 $ | +1,0 % | |||
| Private Advisor Group, LLC | 33.789.625 $ | -2.729.579 $ | -7,5 % | 36.519.204 $ | +16.629.705 $ | +83,6 % | 19.889.499 $ | +5.846.014 $ | +41,6 % | |||
| Cambridge Investment Research Advisors, Inc. | 36.444.000 $ | +19.305.000 $ | +112,6 % | 17.139.000 $ | -142.000 $ | -0,8 % | 17.281.000 $ | +2.656.000 $ | +18,2 % | |||
| EP Wealth Advisors, LLC | 35.526.382 $ | +6.053.785 $ | +20,5 % | 29.472.597 $ | +26.897.484 $ | +1.044,5 % | 2.575.113 $ | |||||
| MERCER GLOBAL ADVISORS INC /ADV | 28.455.311 $ | +4.184.796 $ | +17,2 % | 24.270.515 $ | -8.024.837 $ | -24,8 % | 32.295.352 $ | +916.935 $ | +2,9 % | |||
| Per Stirling Capital Management, LLC. | 32.109.625 $ | +4.706.114 $ | +17,2 % | 27.403.511 $ | -27.660 $ | -0,1 % | 27.431.171 $ | +2.231.782 $ | +8,9 % | |||
| O'Brien Wealth Partners LLC | 31.943.021 $ | +898.729 $ | +2,9 % | |||||||||
| Horizon Wealth Management, LLC | 28.454.932 $ | +3.306.604 $ | +13,1 % | 25.148.328 $ | -5.731.232 $ | -18,6 % | 30.879.560 $ | +1.515.937 $ | +5,2 % | |||
| ROYAL BANK OF CANADA | 30.776.000 $ | +12.419.000 $ | +67,7 % | 18.357.000 $ | +4.301.000 $ | +30,6 % | 14.056.000 $ | +9.738.000 $ | +225,5 % | |||
| Valley Financial Group, Inc. | 30.083.990 $ | +832.843 $ | +2,8 % | 29.251.147 $ | +680.825 $ | +2,4 % | 28.570.322 $ | +3.146.660 $ | +12,4 % | |||
| Clear Trail Advisors, LLC | 29.954.305 $ | +3.692.258 $ | +14,1 % | 26.262.047 $ | ||||||||
| Retirement Management Systems Inc. | 27.126.858 $ | +3.283.826 $ | +13,8 % | 23.843.032 $ | +3.809.544 $ | +19,0 % | 20.033.488 $ | |||||
| JANE STREET GROUP, LLC | 17.032.326 $ | -9.784.983 $ | -36,5 % | 26.817.309 $ | +2.777.816 $ | +11,6 % | 24.039.493 $ | -2.774.152 $ | -10,3 % | |||
| Allworth Financial LP | 147.932 $ | -26.398.401 $ | -99,4 % | 26.546.333 $ | +1.759.268 $ | +7,1 % | 24.787.065 $ | +24.780.722 $ | +390.678,3 % | |||
| Tilson Financial Group, Inc. | 26.317.162 $ | +444.067 $ | +1,7 % | 25.873.095 $ | +419.816 $ | +1,6 % | 25.453.279 $ | +2.066.024 $ | +8,8 % | |||
| Quadcap Wealth Management, LLC | 24.842.342 $ | +344.180 $ | +1,4 % | 24.498.162 $ | +2.254.262 $ | +10,1 % | 22.243.900 $ | +1.584.225 $ | +7,7 % | |||
| Systelligence, LLC | 13.584.228 $ | -1.820.846 $ | -11,8 % | 15.405.074 $ | -8.871.789 $ | -36,5 % | 24.276.863 $ | +14.330 $ | +0,1 % | |||
| LongView Asset Management LLC | 24.070.339 $ | +1.322.035 $ | +5,8 % | |||||||||
| Spire Wealth Management | 24.034.149 $ | -9.086 $ | -0,0 % | 24.043.235 $ | +5.028.022 $ | +26,4 % | 19.015.213 $ | +113.081 $ | +0,6 % | |||
| MML INVESTORS SERVICES, LLC | 23.992.473 $ | +11.251.108 $ | +88,3 % | 12.741.365 $ | -811.403 $ | -6,0 % | 13.552.768 $ | +2.888.295 $ | +27,1 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.112.216 $ | -11.874.796 $ | -49,5 % | 23.987.012 $ | +19.073.569 $ | +388,2 % | 4.913.443 $ | +3.972.943 $ | +422,4 % | |||
| Blue Water Asset Management | 23.897.329 $ | +1.350.087 $ | +6,0 % | 22.547.242 $ | +21.169.501 $ | +1.536,5 % | 1.377.741 $ | |||||
| North Berkeley Wealth Management, LLC | 23.564.664 $ | +7.670.003 $ | +48,3 % | 15.894.661 $ | +10.314.129 $ | +184,8 % | 5.580.532 $ | |||||
| Coign Capital Advisors LLC | 23.372.895 $ | +1.041.876 $ | +4,7 % | 22.331.019 $ | +175.893 $ | +0,8 % | 22.155.126 $ | +2.834.795 $ | +14,7 % | |||
| Sanctuary Advisors, LLC | 21.256.294 $ | -1.488.660 $ | -6,5 % | 22.744.954 $ | +3.054.317 $ | +15,5 % | 19.690.637 $ | +12.778.656 $ | +184,9 % | |||
| LeClair Wealth Partners LLC | 22.547.242 $ | |||||||||||
| Gateway Wealth Partners, LLC | 10.787.420 $ | -11.267.626 $ | -51,1 % | 22.055.046 $ | +11.159.440 $ | +102,4 % | 10.895.606 $ | +1.228.054 $ | +12,7 % | |||
| WESBANCO BANK INC | 21.322.984 $ | -378.541 $ | -1,7 % | 21.701.525 $ | -262.561 $ | -1,2 % | 21.964.086 $ | |||||
| STRATEGIC PLANNING GROUP, LLC | 420.003 $ | -77.778 $ | -15,6 % | 497.781 $ | -21.276.700 $ | -97,7 % | 21.774.481 $ | +1.145.667 $ | +5,6 % | |||
| FWG Holdings, LLC | 20.810.423 $ | -835.706 $ | -3,9 % | 21.646.129 $ | +8.033.436 $ | +59,0 % | 13.612.693 $ | |||||
| First Pacific Financial | 21.642.781 $ | +3.814.620 $ | +21,4 % | 17.828.161 $ | +344.730 $ | +2,0 % | 17.483.431 $ | +2.226.590 $ | +14,6 % | |||
| CITADEL ADVISORS LLC | 20.719.570 $ | -828.124 $ | -3,8 % | 21.547.694 $ | +11.521.845 $ | +114,9 % | 10.025.849 $ | +2.814.607 $ | +39,0 % | |||
| Corient Private Wealth LP | 12.118.067 $ | +1.744.898 $ | +16,8 % | 10.373.169 $ | -11.047.607 $ | -51,6 % | 21.420.776 $ | +7.211.193 $ | +50,7 % | |||
| Focus Partners Wealth | 21.237.230 $ | +9.202.479 $ | +76,5 % | 12.034.751 $ | +7.288.466 $ | +153,6 % | 4.746.285 $ | +2.192.860 $ | +85,9 % | |||
| Eldridge Investment Advisors, Inc. | 19.113.534 $ | +1.007.591 $ | +5,6 % | 18.105.943 $ | -1.261.852 $ | -6,5 % | 19.367.795 $ | +1.882.395 $ | +10,8 % | |||
| VICTORY FINANCIAL GROUP, LLC | 6.457.911 $ | -10.189.756 $ | -61,2 % | 16.647.667 $ | -2.173.670 $ | -11,5 % | 18.821.337 $ | -245.408 $ | -1,3 % | |||
| MGO ONE SEVEN LLC | 17.747.983 $ | -260.683 $ | -1,4 % | 18.008.666 $ | -431.143 $ | -2,3 % | 18.439.809 $ | |||||
| World Investment Advisors | 17.523.888 $ | +0 $ | +0,0 % | 17.523.888 $ | +730.171 $ | +4,3 % | 16.793.717 $ | +465.454 $ | +2,9 % | |||
| Farther Finance Advisors, LLC | 17.275.636 $ | +5.360.917 $ | +45,0 % | 11.914.719 $ | +6.020.538 $ | +102,1 % | 5.894.181 $ | +545.190 $ | +10,2 % | |||
| Prism Advisors, Inc. | 16.759.692 $ | +652.717 $ | +4,1 % | 16.106.975 $ | +15.261.632 $ | +1.805,4 % | 845.343 $ | +59.362 $ | +7,6 % | |||
| Privatperson | 14.124.000 $ | -1.416.000 $ | -9,1 % | 15.540.000 $ | -782.000 $ | -4,8 % | 16.322.000 $ | +556.000 $ | +3,5 % | |||
| Spartan Wealth Advisory Services LLC | 16.033.144 $ | +817.515 $ | +5,4 % | 15.215.629 $ | ||||||||
| Berkeley, Inc | 9.479.471 $ | -755.849 $ | -7,4 % | 10.235.320 $ | -5.706.034 $ | -35,8 % | 15.941.354 $ | +115.366 $ | +0,7 % | |||
| HARBOUR INVESTMENTS, INC. | 15.584.148 $ | +1.047.353 $ | +7,2 % | 14.536.795 $ | +12.543.555 $ | +629,3 % | 1.993.240 $ | -180.008 $ | -8,3 % | |||
| ELEVATION POINT WEALTH PARTNERS, LLC | 15.506.812 $ | +224.702 $ | +1,5 % | 15.282.110 $ | -27.462 $ | -0,2 % | ||||||
| Modern Wealth Management, LLC | 15.470.478 $ | +5.979.183 $ | +63,0 % | 9.491.295 $ | +4.365.642 $ | +85,2 % | 5.125.653 $ | +825.425 $ | +19,2 % | |||
| STEVENS CAPITAL PARTNERS | 13.505.751 $ | +1.535.300 $ | +12,8 % | 11.970.451 $ | -3.347.548 $ | -21,9 % | 15.317.999 $ | +2.990.654 $ | +24,3 % | |||
| Destiny Wealth Partners, LLC | 11.552.446 $ | -3.154.313 $ | -21,4 % | 14.706.759 $ | -231.209 $ | -1,5 % | 14.937.968 $ | +673.309 $ | +4,7 % | |||
| Platform Technology Partners | 14.746.341 $ | +1.490.036 $ | +11,2 % | 13.256.305 $ | +426.175 $ | +3,3 % | 12.830.130 $ | +2.748.163 $ | +27,3 % | |||
| Western Wealth Management, LLC | 3.478.132 $ | -10.941.843 $ | -75,9 % | 14.419.975 $ | +2.933.815 $ | +25,5 % | 11.486.160 $ | +227.875 $ | +2,0 % | |||
| Stonehearth Capital Management, LLC | 14.304.885 $ | |||||||||||
| Bouvel Investment Partners, LLC | 14.247.329 $ | +997.925 $ | +7,5 % | 13.249.404 $ | -471.432 $ | -3,4 % | 13.720.836 $ | +1.299.417 $ | +10,5 % | |||
| Joel Adams & Associates, Inc. | 14.234.956 $ | +4.769.830 $ | +50,4 % | 9.465.126 $ | +964.286 $ | +11,3 % | 8.500.840 $ | +2.624.413 $ | +44,7 % | |||
| Garrett Wealth Advisory Group, LLC | 14.086.389 $ | +1.203.637 $ | +9,3 % | 12.882.752 $ | +512.275 $ | +4,1 % | 12.370.477 $ | +1.421.163 $ | +13,0 % | |||
| Madrid Wealth Management, LLC | 14.078.214 $ | +1.433.428 $ | +11,3 % | 12.644.786 $ | +1.781.643 $ | +16,4 % | 10.863.143 $ | |||||
| Nemes Rush Group LLC | 13.479.389 $ | +120.532 $ | +0,9 % | 13.358.857 $ | +1.644.291 $ | +14,0 % | 11.714.566 $ | +975.129 $ | +9,1 % | |||
| Atria Investments, Inc | 12.518.261 $ | +3.031.043 $ | +31,9 % | 9.487.218 $ | +155.702 $ | +1,7 % | 9.331.516 $ | -10.749 $ | -0,1 % | |||
| Brookwood Investment Group LLC | 6.360.957 $ | +8.554 $ | +0,1 % | 6.352.403 $ | -6.084.690 $ | -48,9 % | 12.437.093 $ | +362.552 $ | +3,0 % | |||
| Live Oak Investment Partners | 12.295.552 $ | +385.247 $ | +3,2 % | 11.910.305 $ | +3.299.243 $ | +38,3 % | 8.611.062 $ | |||||
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 12.290.992 $ | +585.881 $ | +5,0 % | 11.705.111 $ | ||||||||
| Snowden Capital Advisors LLC | 12.254.302 $ | +788.441 $ | +6,9 % | 11.465.861 $ | -110.998 $ | -1,0 % | 11.576.859 $ | +2.909.704 $ | +33,6 % | |||
| Kingsview Wealth Management, LLC | 12.232.525 $ | +3.225.263 $ | +35,8 % | 9.007.262 $ | +991.057 $ | +12,4 % | 8.016.205 $ | +4.325.981 $ | +117,2 % | |||
| Arax Advisory Partners | 11.920.940 $ | |||||||||||
| U.S. Capital Wealth Advisors, LLC | 11.907.158 $ | +690.683 $ | +6,2 % | 11.216.475 $ | +7.502.211 $ | +202,0 % | ||||||
| WEALTHSPAN PARTNERS, LLC | 11.614.942 $ | -152.516 $ | -1,3 % | 11.767.458 $ | +757.534 $ | +6,9 % | 11.009.924 $ | +1.577.907 $ | +16,7 % | |||
| Asset Allocation Strategies LLC | 11.154.784 $ | +1.842.225 $ | +19,8 % | 9.312.559 $ | +3.758.682 $ | +67,7 % | 5.553.877 $ | +1.623.774 $ | +41,3 % | |||
| Hennion & Walsh Asset Management, Inc. | 10.405.270 $ | +504.156 $ | +5,1 % | 9.901.114 $ | +206.008 $ | +2,1 % | 9.695.106 $ | +554.554 $ | +6,1 % | |||
| Mariner, LLC | 6.908.007 $ | -3.471.661 $ | -33,4 % | 10.379.668 $ | +7.768.192 $ | +297,5 % | 2.611.476 $ | -479.466 $ | -15,5 % | |||
| Bleakley Financial Group, LLC | 9.812.150 $ | +234.816 $ | +2,5 % | 9.577.334 $ | -786.184 $ | -7,6 % | 10.363.518 $ | |||||
| STIFEL FINANCIAL CORP | 10.313.155 $ | +3.228.735 $ | +45,6 % | 7.084.420 $ | +177.529 $ | +2,6 % | 6.906.891 $ | +2.079.714 $ | +43,1 % | |||
| OPPENHEIMER & CO INC | 10.229.338 $ | +9.560.148 $ | +1.428,6 % | 669.190 $ | -35.433 $ | -5,0 % | 704.623 $ | +2.125 $ | +0,3 % | |||
| Sunflower Bank, N.A. | 9.904.488 $ | -109.421 $ | -1,1 % | 10.013.909 $ | +403.363 $ | +4,2 % | 9.610.546 $ | |||||
| NewEdge Advisors, LLC | 9.812.350 $ | +1.690.830 $ | +20,8 % | 8.121.520 $ | +3.079.961 $ | +61,1 % | 5.041.559 $ | +2.735.752 $ | +118,6 % | |||
| Legacy Advisors, LLC | 9.735.774 $ | |||||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 9.631.211 $ | +1.062.943 $ | +12,4 % | 8.568.268 $ | +7.476.589 $ | +684,9 % | 1.091.679 $ | -46.171 $ | -4,1 % | |||
| IFP Advisors, Inc | 9.598.235 $ | +1.704.624 $ | +21,6 % | 7.893.611 $ | +7.320.510 $ | +1.277,4 % | 573.101 $ | +522.131 $ | +1.024,4 % | |||
| Dynamic Advisor Solutions LLC | 9.482.553 $ | +1.379.973 $ | +17,0 % | 8.102.580 $ | +1.005.806 $ | +14,2 % | 7.096.774 $ | +4.870.527 $ | +218,8 % | |||
| Summit Financial, LLC | 9.449.108 $ | +148.066 $ | +1,6 % | 9.301.042 $ | +3.329.568 $ | +55,8 % | 5.971.474 $ | +1.707.602 $ | +40,0 % | |||
| WNY Asset Management, LLC | 9.377.476 $ | +512.806 $ | +5,8 % | 8.864.670 $ | ||||||||
| PCM Encore, LLC | 9.211.668 $ | +2.733.296 $ | +42,2 % | 6.478.372 $ | -31.618 $ | -0,5 % | 6.509.990 $ | |||||
| Financial Engines Advisors L.L.C. | 9.203.247 $ | +1.213.961 $ | +15,2 % | 7.989.286 $ | +190.500 $ | +2,4 % | 7.798.786 $ | +716.368 $ | +10,1 % | |||
| Kraft, Davis & Associates, LLC | 865.144 $ | -8.101.977 $ | -90,4 % | 8.967.121 $ | -207.366 $ | -2,3 % | 9.174.487 $ | -20.708 $ | -0,2 % | |||
| ST GERMAIN D J CO INC | 9.008.796 $ | +1.322.555 $ | +17,2 % | 7.686.241 $ | +273.251 $ | +3,7 % | 7.412.990 $ | +1.475.044 $ | +24,8 % | |||
| SK Wealth Management, LLC | 6.457.789 $ | -2.409.230 $ | -27,2 % | 8.867.019 $ | +6.720.614 $ | +313,1 % | 2.146.405 $ | +1.001.718 $ | +87,5 % | |||
| GREAT VALLEY ADVISOR GROUP, INC. | 8.821.724 $ | +784.895 $ | +9,8 % | 8.036.829 $ | +7.790.721 $ | +3.165,6 % | 246.108 $ | -19.118 $ | -7,2 % | |||
| Pinion Investment Advisors, LLC | 8.742.996 $ | +1.037.926 $ | +13,5 % | 7.705.070 $ | +1.895.751 $ | +32,6 % | 5.809.319 $ | +1.475.365 $ | +34,0 % | |||
| CWM, LLC | 8.647.572 $ | +615.572 $ | +7,7 % | 8.032.000 $ | +749.000 $ | +10,3 % | ||||||
| Balanced Rock Investment Advisors LLC | 8.578.915 $ | +759.609 $ | +9,7 % | 7.819.306 $ | +250.248 $ | +3,3 % | 7.569.058 $ | +550.403 $ | +7,8 % | |||
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 3.941.410 $ | -4.475.016 $ | -53,2 % | 8.416.426 $ | ||||||||
| Focus Financial Network, Inc. | 8.184.131 $ | +4.878.254 $ | +147,6 % | 3.305.877 $ | +2.552.554 $ | +338,8 % | 753.323 $ | |||||
| IHT Wealth Management, LLC | 7.984.332 $ | -116.170 $ | -1,4 % | 8.100.502 $ | +138.237 $ | +1,7 % | 7.962.265 $ | +583.361 $ | +7,9 % | |||
| Savvy Advisors, Inc. | 8.030.945 $ | +5.343.379 $ | +198,8 % | 2.687.566 $ | +776.672 $ | +40,6 % | 1.910.894 $ | +968.259 $ | +102,7 % | |||
| OLD MISSION CAPITAL LLC | 7.989.961 $ | +5.224.455 $ | +188,9 % | 2.765.506 $ | -2.708.500 $ | -49,5 % | 5.474.006 $ | +4.667.322 $ | +578,6 % | |||
| FIDUCIENT ADVISORS LLC | 7.946.429 $ | |||||||||||
| Diversified Portfolios, Inc. | 7.563.349 $ | +2.785.513 $ | +58,3 % | 4.777.836 $ | +1.565.993 $ | +48,8 % | 3.211.843 $ | +1.992.325 $ | +163,4 % | |||
| Merit Financial Group, LLC | 7.335.845 $ | +859.833 $ | +13,3 % | 6.476.012 $ | +727.334 $ | +12,7 % | 5.748.678 $ | -76.517 $ | -1,3 % | |||
| Global Endowment Management, LP | 7.217.000 $ | +2.278.000 $ | +46,1 % | 4.939.000 $ | +1.392.000 $ | +39,2 % | 3.547.000 $ | +71.946 $ | +2,1 % | |||
| Creative Planning | 7.165.410 $ | +914.203 $ | +14,6 % | 6.251.207 $ | +804.610 $ | +14,8 % | 5.446.597 $ | -98.626 $ | -1,8 % | |||
| PRINCIPAL SECURITIES, INC. | 7.146.100 $ | +683.537 $ | +10,6 % | 6.462.563 $ | +606.240 $ | +10,4 % | 5.856.323 $ | -44.975 $ | -0,8 % | |||
| Wall Street Financial Group, Inc. | 6.426.612 $ | -685.012 $ | -9,6 % | 7.111.624 $ | +1.040.516 $ | +17,1 % | 6.071.108 $ | +1.289.099 $ | +27,0 % | |||
| PENNEY FINANCIAL, LLC | 454.818 $ | -6.600.549 $ | -93,6 % | 7.055.367 $ | +130.007 $ | +1,9 % | 6.925.360 $ | +855.340 $ | +14,1 % | |||
| Kestra Advisory Services, LLC | 7.029.424 $ | +1.779.016 $ | +33,9 % | 5.250.408 $ | +769.021 $ | +17,2 % | 4.481.387 $ | +1.055.102 $ | +30,8 % | |||
| Wayfinding Financial, LLC | 3.245.000 $ | -3.699.000 $ | -53,3 % | 6.944.000 $ | +59.000 $ | +0,9 % | 6.885.000 $ | +39.000 $ | +0,6 % | |||
| Geneos Wealth Management Inc. | 6.845.515 $ | +119.400 $ | +1,8 % | 6.726.115 $ | +6.412.308 $ | +2.043,4 % | 313.807 $ | +14.022 $ | +4,7 % | |||
| FIFTH THIRD BANCORP | 6.723.099 $ | +404.859 $ | +6,4 % | 6.318.240 $ | ||||||||
| N.E.W. Advisory Services LLC | 73.324 $ | -16.417 $ | -18,3 % | 89.741 $ | -6.588.862 $ | -98,7 % | 6.678.603 $ | +5.576.510 $ | +506,0 % | |||
| OAK FAMILY ADVISORS, LLC | 6.636.468 $ | +4.610 $ | +0,1 % | 6.631.858 $ | +2.995.443 $ | +82,4 % | 3.636.415 $ | +313.105 $ | +9,4 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 2.102.000 $ | +85.000 $ | +4,2 % | 2.017.000 $ | -4.429.000 $ | -68,7 % | 6.446.000 $ | |||||
| Pathstone Holdings, LLC | 6.390.464 $ | +4.417 $ | +0,1 % | 6.386.047 $ | +2.722.963 $ | +74,3 % | 3.663.084 $ | -1.646.979 $ | -31,0 % | |||
| DRIVE WEALTH MANAGEMENT, LLC | 6.351.560 $ | +675.344 $ | +11,9 % | 5.676.216 $ | +1.280.673 $ | +29,1 % | 4.395.543 $ | |||||
| Ameritas Advisory Services, LLC | 6.348.880 $ | +3.048.905 $ | +92,4 % | 3.299.975 $ | +358.779 $ | +12,2 % | 2.941.196 $ | +2.933.395 $ | +37.602,8 % | |||
| STAGE HARBOR FINANCIAL, LLC | 6.312.080 $ | +1.216.434 $ | +23,9 % | 5.095.646 $ | +1.474.371 $ | +40,7 % | 3.621.275 $ | +1.091.761 $ | +43,2 % | |||
| Founders Financial Alliance, LLC | 5.380.291 $ | -139.497 $ | -2,5 % | 5.519.788 $ | -730.085 $ | -11,7 % | 6.249.873 $ | -209.488 $ | -3,2 % | |||
| Legacy Private Trust Co. | 6.243.723 $ | +1.578.779 $ | +33,8 % | 4.664.944 $ | +422.530 $ | +10,0 % | 4.242.414 $ | +1.146.703 $ | +37,0 % | |||
| Elequin Capital, LP | 6.206.257 $ | +3.381.891 $ | +119,7 % | 2.824.366 $ | ||||||||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 6.174.154 $ | +3.955.819 $ | +178,3 % | 2.218.335 $ | -749.266 $ | -25,2 % | 2.967.601 $ | -104.683 $ | -3,4 % | |||
| Convergence Financial, LLC | 6.146.332 $ | +3.134.037 $ | +104,0 % | 3.012.295 $ | ||||||||
| Riverwater Partners LLC | 6.135.802 $ | +1.222.168 $ | +24,9 % | 4.913.634 $ | +432.538 $ | +9,7 % | 4.481.096 $ | +1.192.617 $ | +36,3 % | |||
| FLOW TRADERS U.S. LLC | 479.000 $ | -5.245.000 $ | -91,6 % | 5.724.000 $ | -361.000 $ | -5,9 % | 6.085.000 $ | -347.000 $ | -5,4 % | |||
| CENTAURUS FINANCIAL, INC. | 5.985.000 $ | +720.000 $ | +13,7 % | 5.265.000 $ | +12.000 $ | +0,2 % | 5.253.000 $ | |||||
| Waverly Advisors, LLC | 5.971.653 $ | +506.076 $ | +9,3 % | 5.465.577 $ | -186.719 $ | -3,3 % | 5.652.296 $ | -574.983 $ | -9,2 % | |||
| TOMPKINS FINANCIAL CORP | 5.941.726 $ | +5.915.843 $ | +22.856,1 % | 25.883 $ | -382 $ | -1,5 % | 26.265 $ | +25 $ | +0,1 % | |||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5.870.409 $ | +30.863 $ | +0,5 % | 5.839.546 $ | -44.701 $ | -0,8 % | 5.884.247 $ | |||||
| Blueprint Investment Partners LLC | 5.505.339 $ | -333.043 $ | -5,7 % | 5.838.382 $ | +5.050.271 $ | +640,8 % | ||||||
| Blueprint Financial Advisors LLC | 5.505.339 $ | -333.043 $ | -5,7 % | 5.838.382 $ | +5.050.271 $ | +640,8 % | ||||||
| Sound Portfolio Advisors, LLC | 2.470.107 $ | -3.027.613 $ | -55,1 % | 5.497.720 $ | -277.431 $ | -4,8 % | 5.775.151 $ | |||||
| Obermeyer Wealth Partners | 5.023.528 $ | -703.484 $ | -12,3 % | 5.727.012 $ | +4.101.003 $ | +252,2 % | 1.626.009 $ | +1.129.309 $ | +227,4 % | |||
| Integrated Wealth Concepts LLC | 4.934.302 $ | -742.586 $ | -13,1 % | 5.676.888 $ | +3.234.260 $ | +132,4 % | 2.442.628 $ | +62.763 $ | +2,6 % | |||
| CENTRAL TRUST Co | 5.620.384 $ | +774.535 $ | +16,0 % | 4.845.849 $ | +417.804 $ | +9,4 % | 4.428.045 $ | +54.146 $ | +1,2 % | |||
| Beacon Pointe Advisors, LLC | 5.613.301 $ | +961.402 $ | +20,7 % | 4.651.899 $ | ||||||||
| American National Bank of Texas | 5.474.504 $ | +84.426 $ | +1,6 % | 5.390.078 $ | -199.346 $ | -3,6 % | 5.589.424 $ | |||||
| Moran Wealth Management, LLC | 5.407.542 $ | |||||||||||
| Sandbox Financial Partners, LLC | 5.391.772 $ | +558.277 $ | +11,6 % | 4.833.495 $ | +230.862 $ | +5,0 % | ||||||
| TBH Global Asset Management, LLC | 2.635.133 $ | -2.702.437 $ | -50,6 % | 5.337.570 $ | +11.266 $ | +0,2 % | 5.326.304 $ | +687.211 $ | +14,8 % | |||
| PFG Investments, LLC | 5.332.052 $ | +4.015.107 $ | +304,9 % | 1.316.945 $ | +171.456 $ | +15,0 % | 1.145.489 $ | +258.521 $ | +29,1 % | |||
| TFC Financial Management, Inc. | 5.265.398 $ | +4.787.258 $ | +1.001,2 % | 478.140 $ | -10.885 $ | -2,2 % | 489.025 $ | +109.513 $ | +28,9 % | |||
| COMERICA BANK | 5.260.364 $ | +344.604 $ | +7,0 % | |||||||||
| TRUIST FINANCIAL CORP | 4.953.574 $ | -229.525 $ | -4,4 % | 5.183.099 $ | +273.713 $ | +5,6 % | 4.909.386 $ | +793.854 $ | +19,3 % | |||
| FIDUCIARY TRUST CO | 5.115.639 $ | +707.233 $ | +16,0 % | 4.408.406 $ | +514.494 $ | +13,2 % | 3.893.912 $ | +3.551.487 $ | +1.037,2 % | |||
| Equitable Holdings, Inc. | 5.112.992 $ | +1.282.688 $ | +33,5 % | 3.830.304 $ | +1.276.110 $ | +50,0 % | 2.554.194 $ | +509.828 $ | +24,9 % | |||
| Archer Investment Management, LLC | 1.311.859 $ | +61.768 $ | +4,9 % | 1.250.091 $ | -3.811.495 $ | -75,3 % | 5.061.586 $ | -1.194.907 $ | -19,1 % | |||
| Orion Porfolio Solutions, LLC | 2.837.444 $ | -425.903 $ | -13,1 % | 3.263.347 $ | -1.749.305 $ | -34,9 % | 5.012.652 $ | +1.585.116 $ | +46,2 % | |||
| Acorn Wealth Advisors, LLC | 4.959.801 $ | +740.701 $ | +17,6 % | 4.219.100 $ | +669.599 $ | +18,9 % | 3.549.501 $ | +758.647 $ | +27,2 % | |||
| Wealthcare Advisory Partners LLC | 4.933.185 $ | +756.438 $ | +18,1 % | 4.176.747 $ | +667.086 $ | +19,0 % | 3.509.661 $ | -383.700 $ | -9,9 % | |||
| Gladstone Institutional Advisory LLC | 4.919.063 $ | +630.683 $ | +14,7 % | 4.288.380 $ | +85.151 $ | +2,0 % | 4.203.229 $ | +1.160.694 $ | +38,1 % | |||
| Trademark Financial Management, LLC | 1.687.020 $ | -1.727.339 $ | -50,6 % | 3.414.359 $ | -1.443.739 $ | -29,7 % | 4.858.098 $ | +1.025.382 $ | +26,8 % | |||
| Perennial Advisors, LLC | 4.765.475 $ | |||||||||||
| Westfuller Advisors, LLC | 4.744.285 $ | +4.147.822 $ | +695,4 % | 596.463 $ | -29.829 $ | -4,8 % | 626.292 $ | |||||
| Strategic Financial Planning, Inc. | 4.703.644 $ | |||||||||||
| Layline Advisors, LLC | 4.693.944 $ | +1.254.433 $ | +36,5 % | 3.439.511 $ | ||||||||
| MCCARTER PRIVATE WEALTH SERVICES LLC | 4.643.199 $ | |||||||||||
| HBW ADVISORY SERVICES LLC | 4.575.890 $ | +188.769 $ | +4,3 % | 4.387.121 $ | -98.463 $ | -2,2 % | 4.485.584 $ | +433.799 $ | +10,7 % | |||
| FOUNDERS FINANCIAL SECURITIES LLC | 4.570.097 $ | +29.428 $ | +0,6 % | 4.540.669 $ | +198.752 $ | +4,6 % | 4.341.917 $ | +2.237.032 $ | +106,3 % | |||
| NATURAL INVESTMENTS, LLC | 4.548.000 $ | +1.043.000 $ | +29,8 % | 3.505.000 $ | +447.000 $ | +14,6 % | 3.058.000 $ | +1.137.000 $ | +59,2 % | |||
| Stratos Wealth Partners, LTD. | 4.545.403 $ | +1.429.526 $ | +45,9 % | 3.115.877 $ | +1.846.870 $ | +145,5 % | 1.269.007 $ | +45.009 $ | +3,7 % | |||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 4.474.042 $ | |||||||||||
| Diversify Advisory Services, LLC | 4.474.042 $ | |||||||||||
| QTR Family Wealth, LLC | 4.458.680 $ | +605.241 $ | +15,7 % | 3.853.439 $ | +126.849 $ | +3,4 % | 3.726.590 $ | +3.286.788 $ | +747,3 % | |||
| FULTON BANK, N.A. | 3.987.102 $ | -232.557 $ | -5,5 % | 4.219.659 $ | -238.600 $ | -5,4 % | 4.458.259 $ | |||||
| Eagle Bay Advisors LLC | 4.439.394 $ | +1.170.847 $ | +35,8 % | 3.268.547 $ | -61.090 $ | -1,8 % | 3.329.637 $ | +99.736 $ | +3,1 % | |||
| INDEPENDENT FINANCIAL GROUP, LLC | 4.412.036 $ | +209.180 $ | +5,0 % | 4.202.856 $ | +3.629.593 $ | +633,1 % | 573.263 $ | |||||
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 4.183.358 $ | +14.815 $ | +0,4 % | 4.168.543 $ | +623.437 $ | +17,6 % | 3.545.106 $ | -449.788 $ | -11,3 % | |||
| Heritage Wealth Management, Inc. | 4.145.137 $ | +387.840 $ | +10,3 % | 3.757.297 $ | +529.450 $ | +16,4 % | 3.227.847 $ | +2.909.063 $ | +912,5 % | |||
| Crumly & Associates Inc. | 4.076.690 $ | +3.184.581 $ | +357,0 % | 892.109 $ | ||||||||
| EVOLVE PRIVATE WEALTH, LLC | 3.956.861 $ | +531.439 $ | +15,5 % | 3.425.422 $ | -31.734 $ | -0,9 % | 3.457.156 $ | |||||
| Advisory Resource Group | 3.847.919 $ | -46.113 $ | -1,2 % | 3.894.032 $ | +19.205 $ | +0,5 % | 3.874.827 $ | +199.070 $ | +5,4 % | |||
| SEEDS INVESTOR LLC | 3.851.750 $ | +1.294.520 $ | +50,6 % | 2.557.230 $ | ||||||||
| Beacon Bridge Wealth Partners, LLC | 3.749.497 $ | -88.066 $ | -2,3 % | 3.837.563 $ | +21.155 $ | +0,6 % | 3.816.408 $ | |||||
| Mountain Capital Investment Advisors Inc. | 3.814.441 $ | |||||||||||
| Arkadios Wealth Advisors | 3.812.487 $ | +669.951 $ | +21,3 % | 3.142.536 $ | -48.400 $ | -1,5 % | 3.190.936 $ | +38.480 $ | +1,2 % | |||
| Dakota Wealth Management | 3.775.437 $ | |||||||||||
| Cornerstone Wealth Management, LLC | 3.774.287 $ | +805.424 $ | +27,1 % | 2.968.863 $ | +247.167 $ | +9,1 % | 2.721.696 $ | +486.945 $ | +21,8 % | |||
| ASSETMARK, INC | 3.346.242 $ | -16.754 $ | -0,5 % | 3.362.996 $ | -375.731 $ | -10,0 % | 3.738.727 $ | -1.194.559 $ | -24,2 % | |||
| Oasis Advisors, LLC | 761.023 $ | -2.715.776 $ | -78,1 % | 3.476.799 $ | +1.145.523 $ | +49,1 % | 2.331.276 $ | |||||
| TRILLIUM ASSET MANAGEMENT, LLC | 3.457.130 $ | +780.130 $ | +29,1 % | 2.677.000 $ | -98.000 $ | -3,5 % | 2.775.000 $ | +909.000 $ | +48,7 % | |||
| Crusonia Wealth Advisors LLC | 3.425.898 $ | +259.221 $ | +8,2 % | 3.166.677 $ | +817.746 $ | +34,8 % | 2.348.931 $ | |||||
| FIFTH THIRD SECURITIES, INC. | 3.399.054 $ | +177.024 $ | +5,5 % | 3.222.030 $ | +69.186 $ | +2,2 % | 3.152.844 $ | +51.836 $ | +1,7 % | |||
| BTG Pactual Asset Management US LLC | 3.367.841 $ | +739.593 $ | +28,1 % | 2.628.248 $ | +864.906 $ | +49,0 % | 1.763.342 $ | |||||
| CAP Partners, LLC | 3.343.209 $ | |||||||||||
| Peak Planning Group, LLC | 3.158.188 $ | -3.730 $ | -0,1 % | 3.161.918 $ | +129.042 $ | +4,3 % | 3.032.876 $ | |||||
| Investor's Fiduciary Advisor Network, LLC | 3.110.000 $ | +151.000 $ | +5,1 % | 2.959.000 $ | +539.000 $ | +22,3 % | 2.420.000 $ | +1.433.000 $ | +145,2 % | |||
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 3.051.910 $ | +255.457 $ | +9,1 % | 2.796.453 $ | +849.463 $ | +43,6 % | 1.946.990 $ | |||||
| Impact Partnership Wealth, LLC | 3.048.199 $ | +713.831 $ | +30,6 % | 2.334.368 $ | +419.641 $ | +21,9 % | 1.914.727 $ | +512.052 $ | +36,5 % | |||
| Beverly Hills Private Wealth, LLC | 2.332.094 $ | -558.443 $ | -19,3 % | 2.890.537 $ | -142.458 $ | -4,7 % | 3.032.995 $ | |||||
| HRT FINANCIAL LP | 3.019.000 $ | +2.371.000 $ | +365,9 % | 648.000 $ | ||||||||
| New England Capital Financial Advisors LLC | 3.001.033 $ | -437.719 $ | -12,7 % | |||||||||
| RW Investment Management LLC | 2.992.882 $ | +293.807 $ | +10,9 % | 2.699.075 $ | +674.199 $ | +33,3 % | ||||||
| Opal Wealth Advisors, LLC | 2.954.366 $ | -4.073 $ | -0,1 % | 2.958.439 $ | +966.170 $ | +48,5 % | 1.992.269 $ | +1.716 $ | +0,1 % | |||
| JONES FINANCIAL COMPANIES LLLP | 2.922.079 $ | +2.029.923 $ | +227,5 % | 892.156 $ | ||||||||
| Certified Advisory Corp | 2.868.723 $ | +558.888 $ | +24,2 % | 2.309.835 $ | +145.594 $ | +6,7 % | 2.164.241 $ | |||||
| Financial Insights, Inc. | 2.719.588 $ | +377.293 $ | +16,1 % | 2.342.295 $ | +60.275 $ | +2,6 % | 2.282.020 $ | +305.003 $ | +15,4 % | |||
| Stonebridge Financial Group, LLC / MO | 2.687.401 $ | +2.017.272 $ | +301,0 % | 670.129 $ | +425.365 $ | +173,8 % | 244.764 $ | |||||
| BAKER TILLY WEALTH MANAGEMENT, LLC | 2.681.988 $ | +906.533 $ | +51,1 % | 1.775.455 $ | +933.194 $ | +110,8 % | 842.261 $ | |||||
| JPMORGAN CHASE & CO | 2.628.158 $ | +469.294 $ | +21,7 % | 2.158.864 $ | -41.247 $ | -1,9 % | 2.200.111 $ | -2.139.003 $ | -49,3 % | |||
| Betterment LLC | 2.610.000 $ | +956.000 $ | +57,8 % | 1.654.000 $ | +87.000 $ | +5,6 % | 1.567.000 $ | +227.000 $ | +16,9 % | |||
| Global Retirement Partners, LLC | 2.562.411 $ | +1.745.885 $ | +213,8 % | 816.526 $ | +51.512 $ | +6,7 % | ||||||
| Fulcrum Capital LLC | 2.552.485 $ | +361.563 $ | +16,5 % | 2.190.922 $ | +68.666 $ | +3,2 % | 2.122.256 $ | +67.401 $ | +3,3 % | |||
| SAM Advisors, LLC | 2.355.541 $ | +332.519 $ | +16,4 % | 2.023.022 $ | ||||||||
| Miller Financial Services LLC | 2.349.534 $ | +611.286 $ | +35,2 % | 1.738.248 $ | +850.080 $ | +95,7 % | 888.168 $ | +550.605 $ | +163,1 % | |||
| SeaCrest Wealth Management, LLC | 2.319.290 $ | +460.246 $ | +24,8 % | 1.859.044 $ | +25.234 $ | +1,4 % | 1.833.810 $ | +257.847 $ | +16,4 % | |||
| Perigon Wealth Management, LLC | 2.305.404 $ | |||||||||||
| Stratos Investment Management, LLC | 2.304.221 $ | |||||||||||
| BESSEMER GROUP INC | 2.301.000 $ | |||||||||||
| Valmark Advisers, Inc. | 2.295.884 $ | +1.083.579 $ | +89,4 % | 1.212.305 $ | +966.232 $ | +392,7 % | 246.073 $ | +2.136 $ | +0,9 % | |||
| Members Trust Co | 2.286.006 $ | +463.219 $ | +25,4 % | 1.822.787 $ | +1.353.262 $ | +288,2 % | 469.525 $ | |||||
| Evergreen Wealth Partners LLC | 2.268.417 $ | +682.278 $ | +43,0 % | 1.586.139 $ | +19.025 $ | +1,2 % | 1.567.114 $ | |||||
| Ameritas Investment Partners, Inc. | 2.188.713 $ | +325.364 $ | +17,5 % | 1.863.349 $ | +29.223 $ | +1,6 % | 1.834.126 $ | +142.118 $ | +8,4 % | |||
| TRUSTMARK BANK TRUST DEPARTMENT | 2.172.569 $ | -8.717 $ | -0,4 % | 2.181.286 $ | +64.790 $ | +3,1 % | 2.116.496 $ | +736.504 $ | +53,4 % | |||
| Elyxium Wealth, LLC | 2.113.558 $ | -1.663 $ | -0,1 % | 2.115.221 $ | +522.590 $ | +32,8 % | 1.592.631 $ | |||||
| JOURNEY STRATEGIC WEALTH LLC | 2.089.506 $ | +1.344.763 $ | +180,6 % | 744.743 $ | -203.359 $ | -21,4 % | ||||||
| UPTICK PARTNERS, LLC | 2.080.063 $ | +119.899 $ | +6,1 % | 1.960.164 $ | +935.945 $ | +91,4 % | 1.024.219 $ | |||||
| Pathway Financial Advisors LLC | 2.075.693 $ | +451.446 $ | +27,8 % | 1.624.247 $ | -100.338 $ | -5,8 % | 1.724.585 $ | +125.910 $ | +7,9 % | |||
| McAdam, LLC | 2.064.966 $ | +1.039.231 $ | +101,3 % | 1.025.735 $ | ||||||||
| Spectrum Wealth Advisory Group, LLC | 2.047.040 $ | |||||||||||
| Mason & Associates Inc | 1.882.877 $ | -75.558 $ | -3,9 % | 1.958.435 $ | -9.947 $ | -0,5 % | 1.968.382 $ | |||||
| Mutual Advisors, LLC | 1.960.000 $ | +701.594 $ | +55,8 % | 1.258.406 $ | +494.304 $ | +64,7 % | 764.102 $ | |||||
| Interchange Capital Partners, LLC | 1.898.205 $ | +1.500.847 $ | +377,7 % | 397.358 $ | -1.524.959 $ | -79,3 % | 1.922.317 $ | |||||
| Next Level Private LLC | 1.855.633 $ | -49.439 $ | -2,6 % | 1.905.072 $ | +1.276.082 $ | +202,9 % | 628.990 $ | -842.591 $ | -57,3 % | |||
| Vise Technologies, Inc. | 1.894.835 $ | |||||||||||
| Root Financial Partners, LLC | 1.894.835 $ | |||||||||||
| WEALTHGARDEN F.S. LLC | 1.893.573 $ | +314.237 $ | +19,9 % | 1.579.336 $ | +45.602 $ | +3,0 % | 1.533.734 $ | +258.859 $ | +20,3 % | |||
| Sovran Advisors, LLC | 405.999 $ | -1.483.231 $ | -78,5 % | 1.889.230 $ | ||||||||
| SHEETS SMITH WEALTH MANAGEMENT | 1.888.383 $ | +135.121 $ | +7,7 % | 1.753.262 $ | -61.994 $ | -3,4 % | 1.815.256 $ | +47.452 $ | +2,7 % | |||
| Envestnet Portfolio Solutions, Inc. | 1.856.442 $ | +134.697 $ | +7,8 % | 1.721.745 $ | +336.961 $ | +24,3 % | 1.384.784 $ | +360.157 $ | +35,2 % | |||
| Prentice Wealth Management LLC | 1.684.367 $ | -82.412 $ | -4,7 % | 1.766.779 $ | -86.573 $ | -4,7 % | 1.853.352 $ | +230.481 $ | +14,2 % | |||
| Steward Partners Investment Advisory, LLC | 1.715.208 $ | +355.939 $ | +26,2 % | 1.359.269 $ | +732.743 $ | +117,0 % | 626.526 $ | +388.523 $ | +163,2 % | |||
| Visionary Wealth Advisors | 1.704.166 $ | +47.076 $ | +2,8 % | 1.657.090 $ | +83.311 $ | +5,3 % | 1.573.779 $ | -97.450 $ | -5,8 % | |||
| Skyline Advisors, Inc. | 232.638 $ | -187.227 $ | -44,6 % | 419.865 $ | -1.221.684 $ | -74,4 % | 1.641.549 $ | +27.004 $ | +1,7 % | |||
| A&I FINANCIAL SERVICES, LLC | 1.639.668 $ | +189.736 $ | +13,1 % | 1.449.932 $ | -83.121 $ | -5,4 % | 1.533.053 $ | +88.071 $ | +6,1 % | |||
| LINCOLN CAPITAL CORP | 1.625.285 $ | +591.278 $ | +57,2 % | 1.034.007 $ | -87.426 $ | -7,8 % | 1.121.433 $ | +882.627 $ | +369,6 % | |||
| Essex Financial Services, Inc. | 1.608.269 $ | +318.135 $ | +24,7 % | 1.290.134 $ | +274.927 $ | +27,1 % | 1.015.207 $ | +147.473 $ | +17,0 % | |||
| IFG Advisory, LLC | 1.599.519 $ | +859.161 $ | +116,0 % | 740.358 $ | +326.507 $ | +78,9 % | ||||||
| Plum Street Advisors, LLC | 1.596.630 $ | +454.670 $ | +39,8 % | 1.141.960 $ | +110.035 $ | +10,7 % | 1.031.925 $ | +496.795 $ | +92,8 % | |||
| Kondo Wealth Advisors, Inc. | 1.203.249 $ | -126.846 $ | -9,5 % | 1.330.095 $ | -202.563 $ | -13,2 % | 1.532.658 $ | -794.857 $ | -34,2 % | |||
| FSA Advisors, Inc. | 1.360.605 $ | -165.536 $ | -10,8 % | 1.526.141 $ | +314.000 $ | +25,9 % | 1.212.141 $ | +776.787 $ | +178,4 % | |||
| Investment Partners Asset Management, Inc. | 1.500.306 $ | +58.752 $ | +4,1 % | 1.441.554 $ | +372.156 $ | +34,8 % | 1.069.398 $ | |||||
| Laird Norton Wetherby Trust Company, LLC | 1.491.547 $ | +207.217 $ | +16,1 % | 1.284.330 $ | +568.291 $ | +79,4 % | 716.039 $ | |||||
| RENAISSANCE TECHNOLOGIES LLC | 836.715 $ | -650.260 $ | -43,7 % | 1.486.975 $ | +1.198.855 $ | +416,1 % | ||||||
| BlueStem Wealth Partners, LLC | 1.444.599 $ | -40.711 $ | -2,7 % | 1.485.310 $ | ||||||||
| Asset One Wealth Management LLC | 1.229.163 $ | -96.920 $ | -7,3 % | 1.326.083 $ | -130.698 $ | -9,0 % | 1.456.781 $ | |||||
| MidAtlantic Capital Management, Inc. | 1.315.062 $ | -7.432 $ | -0,6 % | 1.322.494 $ | -125.859 $ | -8,7 % | 1.448.353 $ | +134.063 $ | +10,2 % | |||
| ROMAN BUTLER FULLERTON & CO | 1.422.435 $ | +590.703 $ | +71,0 % | 831.732 $ | +111.265 $ | +15,4 % | 720.467 $ | +337.515 $ | +88,1 % | |||
| Kovack Advisors, Inc. | 1.403.645 $ | |||||||||||
| Prospera Financial Services Inc | 1.377.426 $ | +875.696 $ | +174,5 % | 501.730 $ | -14.487 $ | -2,8 % | 516.217 $ | +115.009 $ | +28,7 % | |||
| ORG Partners LLC | 1.354.860 $ | +68.202 $ | +5,3 % | |||||||||
| Gross & Hartman Investments LLC | 1.337.831 $ | +73.228 $ | +5,8 % | 1.264.603 $ | +2.386 $ | +0,2 % | 1.262.217 $ | |||||
| Tower Research Capital LLC (TRC) | 129.247 $ | -215.730 $ | -62,5 % | 344.977 $ | -961.669 $ | -73,6 % | 1.306.646 $ | -1.805.180 $ | -58,0 % | |||
| Comprehensive Wealth Management, LLC | 1.287.692 $ | |||||||||||
| Chicago Partners Investment Group LLC | 1.219.804 $ | -42.125 $ | -3,3 % | 1.261.929 $ | +193.064 $ | +18,1 % | 1.068.865 $ | +213.796 $ | +25,0 % | |||
| Helium Advisors LLC | 1.250.217 $ | +712.515 $ | +132,5 % | 537.702 $ | -78.668 $ | -12,8 % | 616.370 $ | |||||
| Atlas Wealth LLC | 774.045 $ | -349.701 $ | -31,1 % | 1.123.746 $ | -100.236 $ | -8,2 % | 1.223.982 $ | -249.348 $ | -16,9 % | |||
| PRIVATE TRUST CO NA | 1.206.833 $ | +397.556 $ | +49,1 % | 809.277 $ | -107.256 $ | -11,7 % | 916.533 $ | +299.353 $ | +48,5 % | |||
| ENTRUST FINANCIAL LLC | 607.140 $ | -597.081 $ | -49,6 % | 1.204.221 $ | +710.362 $ | +143,8 % | 493.859 $ | |||||
| Beta Wealth Group, Inc. | 1.181.367 $ | -86.590 $ | -6,8 % | |||||||||
| Regal Investment Advisors LLC | 1.116.230 $ | +214.271 $ | +23,8 % | 901.959 $ | ||||||||
| Madison Wealth Partners, Inc | 1.094.396 $ | |||||||||||
| PANORAMIC INVESTMENT ADVISORS, LLC | 1.086.594 $ | +134.585 $ | +14,1 % | 952.009 $ | +12.155 $ | +1,3 % | 939.854 $ | -278.790 $ | -22,9 % | |||
| Independent Advisor Alliance | 1.058.161 $ | |||||||||||
| MBA Advisors LLC | 1.015.564 $ | -31.450 $ | -3,0 % | 1.047.014 $ | +24.503 $ | +2,4 % | 1.022.511 $ | +286.412 $ | +38,9 % | |||
| BRIGHTON JONES LLC | 1.045.615 $ | +161.201 $ | +18,2 % | 884.414 $ | ||||||||
| PARSONS CAPITAL MANAGEMENT INC/RI | 1.038.606 $ | +550.709 $ | +112,9 % | 487.897 $ | ||||||||
| Inspire Advisors, LLC | 1.035.941 $ | +598.284 $ | +136,7 % | 437.657 $ | -1.569 $ | -0,4 % | 439.226 $ | +50.876 $ | +13,1 % | |||
| Advisory Services Network, LLC | 1.028.055 $ | +173.508 $ | +20,3 % | 854.547 $ | +618.362 $ | +261,8 % | 236.185 $ | +36.072 $ | +18,0 % | |||
| Gemmer Asset Management LLC | 1.025.748 $ | +108.114 $ | +11,8 % | 917.634 $ | +189.474 $ | +26,0 % | 728.160 $ | +102.319 $ | +16,3 % | |||
| Montecito Bank & Trust | 1.025.284 $ | +346.987 $ | +51,2 % | 678.297 $ | +207.262 $ | +44,0 % | 471.035 $ | |||||
| Riverview Capital Advisers, LLC | 1.019.216 $ | |||||||||||
| Sigma Planning Corp | 1.018.828 $ | |||||||||||
| Wealthspire Retirement, LLC | 1.018.130 $ | +598.833 $ | +142,8 % | 419.297 $ | ||||||||
| KPP Advisory Services LLC | 995.602 $ | +119.555 $ | +13,6 % | 876.047 $ | -993 $ | -0,1 % | 877.040 $ | +156.218 $ | +21,7 % | |||
| KWB Wealth | 994.711 $ | |||||||||||
| Flagship Private Wealth, LLC | 986.348 $ | -717.600 $ | -42,1 % | |||||||||
| Collaborative Wealth Managment Inc. | 836.445 $ | +127.529 $ | +18,0 % | 708.916 $ | -269.425 $ | -27,5 % | 978.341 $ | +266.728 $ | +37,5 % | |||
| STUDIO INVESTMENT MANAGEMENT LLC | 972.698 $ | +285.686 $ | +41,6 % | 687.012 $ | +153.751 $ | +28,8 % | 533.261 $ | +255.339 $ | +91,9 % | |||
| Tulsa Wealth Advisors, INC | 803.783 $ | -161.319 $ | -16,7 % | 965.102 $ | ||||||||
| Strategic Financial Concepts, LLC | 896.022 $ | -61.225 $ | -6,4 % | 957.247 $ | +126.699 $ | +15,3 % | ||||||
| BROWN ADVISORY INC | 641.872 $ | -294.043 $ | -31,4 % | 935.915 $ | +309.268 $ | +49,4 % | 626.647 $ | |||||
| GENESIS PRIVATE WEALTH, LLC | 646.588 $ | -22.093 $ | -3,3 % | 668.681 $ | -257.170 $ | -27,8 % | 925.851 $ | -479.117 $ | -34,1 % | |||
| ORBA Wealth Advisors, L.L.C. | 916.805 $ | +420.024 $ | +84,5 % | 496.781 $ | -151.783 $ | -23,4 % | 648.564 $ | |||||
| PlanVest Financial, Inc | 908.466 $ | +40.800 $ | +4,7 % | 867.666 $ | ||||||||
| DAVENPORT & Co LLC | 907.342 $ | +582.039 $ | +178,9 % | 325.303 $ | +10.931 $ | +3,5 % | 314.372 $ | +54.931 $ | +21,2 % | |||
| Conrad Siegel Investment Advisors, Inc. | 898.011 $ | +84.164 $ | +10,3 % | 813.847 $ | ||||||||
| Arete Wealth Advisors, LLC | 859.848 $ | +41.933 $ | +5,1 % | 817.915 $ | +29.323 $ | +3,7 % | 788.592 $ | +31.592 $ | +4,2 % | |||
| RFG Advisory, LLC | 858.926 $ | +136.601 $ | +18,9 % | 722.325 $ | -51.102 $ | -6,6 % | 773.427 $ | +751 $ | +0,1 % | |||
| WBI INVESTMENTS, LLC | 679.372 $ | -67.969 $ | -9,1 % | 747.341 $ | -62.331 $ | -7,7 % | 809.672 $ | -253.948 $ | -23,9 % | |||
| OPTIMA CAPITAL LLC | 703.528 $ | -90.622 $ | -11,4 % | 794.150 $ | -14.620 $ | -1,8 % | 808.770 $ | |||||
| MOSAIC FINANCIAL GROUP, LLC | 803.000 $ | +5.000 $ | +0,6 % | 798.000 $ | +246.000 $ | +44,6 % | 552.000 $ | +304.000 $ | +122,6 % | |||
| HENGEHOLD CAPITAL MANAGEMENT LLC | 800.624 $ | +17.287 $ | +2,2 % | 783.337 $ | ||||||||
| Bond & Devick Financial Network, Inc. | 789.743 $ | |||||||||||
| Beacon Financial Advisory LLC | 437.279 $ | -104.174 $ | -19,2 % | 541.453 $ | -235.422 $ | -30,3 % | 776.875 $ | +291.248 $ | +60,0 % | |||
| Leo Wealth, LLC | 776.242 $ | +18.411 $ | +2,4 % | 757.831 $ | ||||||||
| Split Rock Private Trading & Wealth Management, LLC | 384.908 $ | -390.112 $ | -50,3 % | 775.020 $ | ||||||||
| Milestones Private Investment Advisors LLC | 765.320 $ | +1.830 $ | +0,2 % | 763.490 $ | -18 $ | -0,0 % | 763.508 $ | +16.868 $ | +2,3 % | |||
| Meadowbrook Advisors Group, LLC | 750.964 $ | |||||||||||
| MILLINGTON SECURITIES, LLC | 747.341 $ | |||||||||||
| Cerity Partners LLC | 736.664 $ | -581 $ | -0,1 % | 737.245 $ | +173.474 $ | +30,8 % | 563.771 $ | -78.994 $ | -12,3 % | |||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 53.246 $ | -682.828 $ | -92,8 % | 736.074 $ | +25.293 $ | +3,6 % | 710.781 $ | |||||
| MMA ASSET MANAGEMENT LLC | 719.744 $ | +13.975 $ | +2,0 % | 705.769 $ | +41.889 $ | +6,3 % | 663.880 $ | -176.919 $ | -21,0 % | |||
| Wealth Management Partners, LLC | 713.907 $ | +503.994 $ | +240,1 % | 209.913 $ | ||||||||
| Horizon Investments, LLC | 357.583 $ | -351.503 $ | -49,6 % | 709.086 $ | ||||||||
| WCG Wealth Advisors LLC | 699.934 $ | +109.654 $ | +18,6 % | 590.280 $ | -88 $ | -0,0 % | 590.368 $ | +62.363 $ | +11,8 % | |||
| FLAGSHIP HARBOR ADVISORS, LLC | 696.827 $ | +368.149 $ | +112,0 % | 328.678 $ | +287.425 $ | +696,7 % | 41.253 $ | |||||
| BASSO CAPITAL MANAGEMENT, L.P. | 694.384 $ | |||||||||||
| Sunrise Financial Services, LLC | 545.534 $ | -18.146 $ | -3,2 % | 563.680 $ | -127.752 $ | -18,5 % | 691.432 $ | |||||
| LRI Investments, LLC | 667.500 $ | -16.500 $ | -2,4 % | 684.000 $ | +39.400 $ | +6,1 % | 644.600 $ | -131.690 $ | -17,0 % | |||
| Financial Solutions Advisory Group, Inc. | 679.050 $ | +1.485 $ | +0,2 % | 677.565 $ | ||||||||
| Dynamic Financial Group | 655.983 $ | +22.127 $ | +3,5 % | 633.856 $ | -12.254 $ | -1,9 % | 646.110 $ | -23.591 $ | -3,5 % | |||
| DeDora Capital, Inc. | 653.864 $ | +20.188 $ | +3,2 % | 633.676 $ | ||||||||
| Sequoia Financial Advisors, LLC | 644.482 $ | |||||||||||
| New England Private Wealth Advisors LLC | 639.852 $ | +198 $ | +0,0 % | 639.654 $ | +32.389 $ | +5,3 % | 607.265 $ | |||||
| Relyea Zuckerberg Hanson LLC | 636.644 $ | +98.335 $ | +18,3 % | 538.309 $ | -26.921 $ | -4,8 % | 565.230 $ | +17.730 $ | +3,2 % | |||
| Vestmark Advisory Solutions, Inc. | 634.484 $ | |||||||||||
| OneAscent Financial Services LLC | 625.351 $ | +13.311 $ | +2,2 % | 612.040 $ | +13.776 $ | +2,3 % | 598.264 $ | +166.187 $ | +38,5 % | |||
| Providence Financial Advisors, LLC | 609.962 $ | |||||||||||
| CATALYST FINANCIAL PARTNERS LLC | 608.520 $ | +101.020 $ | +19,9 % | 507.500 $ | -7.500 $ | -1,5 % | 515.000 $ | +500 $ | +0,1 % | |||
| AE Wealth Management LLC | 315.685 $ | -276.994 $ | -46,7 % | 592.679 $ | ||||||||
| STEPHENS INC /AR/ | 539.622 $ | -50.059 $ | -8,5 % | 589.681 $ | +154.930 $ | +35,6 % | 434.751 $ | |||||
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 586.599 $ | +296.442 $ | +102,2 % | |||||||||
| Embree Financial Group | 582.084 $ | +380.365 $ | +188,6 % | 201.719 $ | ||||||||
| FLAGSTAR SECURITIES, INC | 565.617 $ | -14.499 $ | -2,5 % | 580.116 $ | +82.669 $ | +16,6 % | 497.447 $ | +4.020 $ | +0,8 % | |||
| First American Bank | 562.456 $ | -8.480 $ | -1,5 % | 570.936 $ | ||||||||
| Kinetic Wealth Investment Advisors LLC | 570.874 $ | |||||||||||
| AdvisorNet Financial, Inc | 570.443 $ | +385.913 $ | +209,1 % | 184.530 $ | +41.983 $ | +29,5 % | 142.547 $ | +20.999 $ | +17,3 % | |||
| Focus Advisor Solutions, LLC | 553.895 $ | -15.483 $ | -2,7 % | 569.378 $ | -280.699 $ | -33,0 % | ||||||
| SUMMIT WEALTH GROUP LLC / CO | 566.772 $ | |||||||||||
| BBR PARTNERS, LLC | 564.087 $ | +5.608 $ | +1,0 % | |||||||||
| StoneX Group Inc. | 296.829 $ | -257.819 $ | -46,5 % | 554.648 $ | -653.378 $ | -54,1 % | ||||||
| VIAWEALTH, LLC | 502.341 $ | -52.124 $ | -9,4 % | 554.465 $ | ||||||||
| Aaron Wealth Advisors LLC | 537.472 $ | +255.901 $ | +90,9 % | 281.571 $ | -14.701 $ | -5,0 % | 296.272 $ | +8.335 $ | +2,9 % | |||
| LVW Advisors, LLC | 537.172 $ | |||||||||||
| Belpointe Asset Management LLC | 525.099 $ | +308.777 $ | +142,7 % | 216.322 $ | -224.496 $ | -50,9 % | 440.818 $ | +10.988 $ | +2,6 % | |||
| Brookstone Capital Management | 524.344 $ | +101.588 $ | +24,0 % | 422.756 $ | +169.519 $ | +66,9 % | ||||||
| ROBINSON SMITH WEALTH ADVISORS LLC | 512.274 $ | -10.121 $ | -1,9 % | 522.395 $ | +90.969 $ | +21,1 % | 431.426 $ | +181.857 $ | +72,9 % | |||
| ProCore Advisors, LLC | 467.263 $ | -12.555 $ | -2,6 % | 479.818 $ | -41.564 $ | -8,0 % | 521.382 $ | |||||
| NOTTINGHAM ADVISORS, INC. | 508.739 $ | +29.950 $ | +6,3 % | 478.789 $ | ||||||||
| Center for Financial Planning, Inc. | 498.888 $ | -834 $ | -0,2 % | 499.722 $ | -4.941 $ | -1,0 % | 504.663 $ | +379 $ | +0,1 % | |||
| PROSPERITY BANCSHARES INC | 435.954 $ | -60.330 $ | -12,2 % | 496.284 $ | ||||||||
| Core Wealth Advisors, Inc. | 222.643 $ | -21.033 $ | -8,6 % | 243.676 $ | -252.164 $ | -50,9 % | 495.840 $ | +263.224 $ | +113,2 % | |||
| Cherry Creek Investment Advisors, Inc. | 455.257 $ | -37.226 $ | -7,6 % | 492.483 $ | -2.379 $ | -0,5 % | 494.862 $ | +28.949 $ | +6,2 % | |||
| First Heartland Consultants, Inc. | 450.677 $ | -5.745 $ | -1,3 % | 456.422 $ | ||||||||
| FIDUCIARY FINANCIAL ADVISORS | 454.676 $ | |||||||||||
| MONECO ADVISORS, LLC | 451.929 $ | |||||||||||
| Breakwater Capital Group | 449.037 $ | +15.074 $ | +3,5 % | 433.963 $ | +35.095 $ | +8,8 % | 398.868 $ | +14.588 $ | +3,8 % | |||
| NorthLanding Financial Partners, LLC | 448.613 $ | +3.806 $ | +0,9 % | 444.807 $ | -1.420 $ | -0,3 % | 446.227 $ | -7.738 $ | -1,7 % | |||
| Heritage Wealth Advisors | 402.470 $ | +29.285 $ | +7,8 % | 373.185 $ | -54.499 $ | -12,7 % | 427.684 $ | +9.502 $ | +2,3 % | |||
| Brick & Kyle, Associates | 418.882 $ | +0 $ | +0,0 % | 418.882 $ | ||||||||
| RMG Wealth Management LLC | 405.499 $ | +215.713 $ | +113,7 % | |||||||||
| BLUEDOOR PRIVATE WEALTH, LLC | 405.002 $ | |||||||||||
| COZAD ASSET MANAGEMENT INC | 396.353 $ | |||||||||||
| M&T BANK CORP | 389.955 $ | +932 $ | +0,2 % | 389.023 $ | ||||||||
| TCI Wealth Advisors, Inc. | 385.418 $ | |||||||||||
| GTS SECURITIES LLC | 378.206 $ | +46.233 $ | +13,9 % | 331.973 $ | ||||||||
| Secure Asset Management, LLC | 369.283 $ | -5.545 $ | -1,5 % | 374.828 $ | -1.061 $ | -0,3 % | 375.889 $ | +2.131 $ | +0,6 % | |||
| BSW Wealth Partners | 361.923 $ | +52.066 $ | +16,8 % | 309.857 $ | +9.856 $ | +3,3 % | 300.001 $ | -1.398 $ | -0,5 % | |||
| Vienna Asset Management LLC | 355.730 $ | |||||||||||
| BridgePort Financial Solutions, LLC | 352.021 $ | +842 $ | +0,2 % | 351.179 $ | -1.260 $ | -0,4 % | 352.439 $ | -455 $ | -0,1 % | |||
| AGH Wealth Advisors, LLC | 350.838 $ | +104.598 $ | +42,5 % | 246.240 $ | ||||||||
| FIRST TRUST ADVISORS LP | 346.306 $ | -41.120 $ | -10,6 % | |||||||||
| MARINO, STRAM & ASSOCIATES LLC | 341.798 $ | +4.378 $ | +1,3 % | 337.420 $ | +25.134 $ | +8,0 % | 312.286 $ | +92.279 $ | +41,9 % | |||
| J.W. COLE ADVISORS, INC. | 340.637 $ | +52.201 $ | +18,1 % | 288.436 $ | -14.825 $ | -4,9 % | 303.261 $ | +59.407 $ | +24,4 % | |||
| Ironwood Investment Counsel, LLC | 340.050 $ | +49.290 $ | +17,0 % | 290.760 $ | +5.560 $ | +1,9 % | 285.200 $ | +12.279 $ | +4,5 % | |||
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 254.361 $ | -3.450 $ | -1,3 % | 257.811 $ | -81.570 $ | -24,0 % | 339.381 $ | |||||
| Retirement Planning Group, LLC | 337.713 $ | |||||||||||
| PFG Advisors | 330.405 $ | -5.799 $ | -1,7 % | 336.204 $ | +3.929 $ | +1,2 % | 332.275 $ | |||||
| Colorado Capital Management, Inc. | 284.000 $ | -39.000 $ | -12,1 % | 323.000 $ | -13.000 $ | -3,9 % | 336.000 $ | -387.000 $ | -53,5 % | |||
| MONEY CONCEPTS CAPITAL CORP | 333.678 $ | +37.073 $ | +12,5 % | 296.605 $ | -509 $ | -0,2 % | 297.114 $ | +15.208 $ | +5,4 % | |||
| Urban Wealth Management, LLC | 333.583 $ | |||||||||||
| Whitaker-Myers Wealth Managers, LTD. | 333.399 $ | +85.209 $ | +34,3 % | 248.190 $ | ||||||||
| Cresset Asset Management, LLC | 333.353 $ | |||||||||||
| Bill Few Associates, Inc. | 326.536 $ | -2.919 $ | -0,9 % | 329.455 $ | +34.797 $ | +11,8 % | 294.658 $ | |||||
| Apollon Wealth Management, LLC | 329.261 $ | +2.251 $ | +0,7 % | 327.010 $ | -937 $ | -0,3 % | 327.947 $ | |||||
| EAGLE ROCK INVESTMENT COMPANY, LLC | 320.132 $ | -253 $ | -0,1 % | 320.385 $ | -4.735 $ | -1,5 % | 325.120 $ | |||||
| Tiller Private Wealth, Inc. | 324.595 $ | |||||||||||
| MISSION WEALTH MANAGEMENT, LP | 324.549 $ | +78.517 $ | +31,9 % | 246.032 $ | ||||||||
| Centerpoint Advisory Group | 320.488 $ | -254 $ | -0,1 % | 320.742 $ | +21.527 $ | +7,2 % | 299.215 $ | +10.580 $ | +3,7 % | |||
| Clarity Asset Management, Inc. | 319.997 $ | +294.053 $ | +1.133,4 % | 25.944 $ | ||||||||
| NICOLET BANKSHARES INC | 318.773 $ | |||||||||||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 308.000 $ | -2.000 $ | -0,6 % | 310.000 $ | -2.000 $ | -0,6 % | 312.000 $ | -314.000 $ | -50,2 % | |||
| BOS Asset Management, LLC | 307.063 $ | |||||||||||
| EVERMAY WEALTH MANAGEMENT LLC | 303.709 $ | +45.463 $ | +17,6 % | 258.246 $ | -6.534 $ | -2,5 % | 264.780 $ | +8.874 $ | +3,5 % | |||
| Ashton Thomas Private Wealth, LLC | 301.027 $ | |||||||||||
| Valtinson Bruner Financial Planning LLC | 299.617 $ | +45.702 $ | +18,0 % | 253.915 $ | -13.257 $ | -5,0 % | 267.172 $ | -405.027 $ | -60,3 % | |||
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 298.546 $ | |||||||||||
| Zhang Financial LLC | 291.836 $ | -230 $ | -0,1 % | 292.066 $ | -4.317 $ | -1,5 % | 296.383 $ | |||||
| Montis Financial, LLC | 286.454 $ | +3.214 $ | +1,1 % | |||||||||
| SILVERLAKE WEALTH MANAGEMENT LLC | 286.150 $ | +43.728 $ | +18,0 % | 242.422 $ | ||||||||
| HOWARD WEALTH MANAGEMENT, LLC | 283.669 $ | +16.202 $ | +6,1 % | 267.467 $ | +14.761 $ | +5,8 % | 252.706 $ | |||||
| DENVER WEALTH MANAGEMENT, INC. | 278.459 $ | |||||||||||
| Summit Global Investments | 275.000 $ | |||||||||||
| Capital Analysts, LLC | 275.000 $ | +7.000 $ | +2,6 % | 268.000 $ | +207.000 $ | +339,3 % | 61.000 $ | +0 $ | +0,0 % | |||
| Cape Investment Advisory, Inc. | 271.018 $ | |||||||||||
| TCFG Investment Advisors, LLC | 265.982 $ | +34.784 $ | +15,0 % | 231.198 $ | ||||||||
| Wealth Alliance Advisory Group, LLC | 263.193 $ | |||||||||||
| TruWealth Advisors, LLC | 258.318 $ | |||||||||||
| WEALTH EFFECTS LLC | 257.431 $ | |||||||||||
| Runnymede Capital Advisors, Inc. | 257.249 $ | +1.699 $ | +0,7 % | 255.550 $ | ||||||||
| Fortitude Advisory Group L.L.C. | 237.238 $ | -18.887 $ | -7,4 % | 256.125 $ | +5.003 $ | +2,0 % | 251.122 $ | |||||
| Nvest Financial, LLC | 255.069 $ | +2.574 $ | +1,0 % | 252.495 $ | +231 $ | +0,1 % | 252.264 $ | +2.189 $ | +0,9 % | |||
| Privatperson | 254.000 $ | +220 $ | +0,1 % | 253.780 $ | -620 $ | -0,2 % | 254.400 $ | |||||
| TITLEIST ASSET MANAGEMENT, LLC | 221.013 $ | -33.199 $ | -13,1 % | 254.212 $ | ||||||||
| Scott Capital Advisors, LLC | 253.841 $ | |||||||||||
| SMITH, MOORE & CO. | 247.668 $ | -4.750 $ | -1,9 % | 252.418 $ | +4.302 $ | +1,7 % | ||||||
| Wall Capital Group, Inc. | 250.516 $ | |||||||||||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 247.778 $ | -1.917 $ | -0,8 % | 249.695 $ | ||||||||
| CIBC Private Wealth Group LLC | 245.604 $ | -12.572 $ | -4,9 % | |||||||||
| Chokshi & Queen Wealth Advisors, Inc | 242.244 $ | +2.035 $ | +0,8 % | 240.209 $ | +38.166 $ | +18,9 % | ||||||
| CIBC Bancorp USA Inc. | 241.329 $ | -698 $ | -0,3 % | 242.027 $ | ||||||||
| Widmann Financial Services, Inc. | 241.063 $ | |||||||||||
| Smartleaf Asset Management LLC | 236.741 $ | +35.146 $ | +17,4 % | 201.595 $ | +186.553 $ | +1.240,2 % | 15.042 $ | +9.717 $ | +182,5 % | |||
| Aptus Capital Advisors, LLC | 235.168 $ | +10.153 $ | +4,5 % | 225.015 $ | ||||||||
| QUATTRO FINANCIAL ADVISORS LLC | 233.650 $ | |||||||||||
| TCFG WEALTH MANAGEMENT, LLC | 231.198 $ | -2.310 $ | -1,0 % | 233.508 $ | ||||||||
| Mesirow Financial Investment Management, Inc. | 231.054 $ | |||||||||||
| Synergy Investment Management, LLC | 230.821 $ | +28.657 $ | +14,2 % | 202.164 $ | ||||||||
| Note Advisors, LLC | 221.931 $ | -371 $ | -0,2 % | 222.302 $ | -2.466 $ | -1,1 % | 224.768 $ | |||||
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 224.335 $ | |||||||||||
| Ethos Financial Group, LLC | 223.440 $ | |||||||||||
| Paradigm, Strategies in Wealth Management, LLC | 223.100 $ | |||||||||||
| COLDSTREAM CAPITAL MANAGEMENT INC | 214.562 $ | -5.303 $ | -2,4 % | 219.865 $ | +16.944 $ | +8,4 % | 202.921 $ | -2.093 $ | -1,0 % | |||
| PEOPLES BANK /OH | 216.988 $ | |||||||||||
| CDKV HOLDINGS LLC | 206.284 $ | -1.203 $ | -0,6 % | 207.487 $ | -9.294 $ | -4,3 % | 216.781 $ | |||||
| Concurrent Investment Advisors, LLC | 216.055 $ | +3.682 $ | +1,7 % | |||||||||
| Gibson Capital, LLC | 213.552 $ | |||||||||||
| US BANCORP \DE\ | 106.979 $ | +707 $ | +0,7 % | 106.272 $ | -106.374 $ | -50,0 % | 212.646 $ | +201.811 $ | +1.862,6 % | |||
| RASP WEALTH SOLUTIONS, LLC | 209.526 $ | |||||||||||
| Arbor Investment Advisors, LLC | 205.409 $ | -2.355 $ | -1,1 % | 207.764 $ | -23.540 $ | -10,2 % | ||||||
| MAI Capital Management | 207.720 $ | +68.979 $ | +49,7 % | 138.741 $ | +106.959 $ | +336,5 % | ||||||
| Westview Management dba Westview Investment Advisors | 206.751 $ | |||||||||||
| Centurion Wealth Management LLC | 205.227 $ | -1.460 $ | -0,7 % | 206.687 $ | +3.339 $ | +1,6 % | ||||||
| TECTONIC ADVISORS LLC | 206.510 $ | |||||||||||
| Empirical Asset Management, LLC | 203.785 $ | +2.271 $ | +1,1 % | 201.514 $ | -1.434 $ | -0,7 % | 202.948 $ | |||||
| Jefferies Financial Group Inc. | 201.260 $ | |||||||||||
| Lakeridge Wealth Management LLC | 200.084 $ | |||||||||||
| Barnes Dennig Private Wealth Management LLC | 190.568 $ | +25.021 $ | +15,1 % | 165.547 $ | +34.119 $ | +26,0 % | 131.428 $ | +1.620 $ | +1,2 % | |||
| Triumph Capital Management | 188.202 $ | +27.522 $ | +17,1 % | 160.680 $ | -5.300 $ | -3,2 % | 165.980 $ | |||||
| DAGCO, INC. | 153.303 $ | -10.977 $ | -6,7 % | 164.280 $ | +6.505 $ | +4,1 % | ||||||
| Manchester Capital Management LLC | 140.987 $ | +111.258 $ | +374,2 % | 29.729 $ | ||||||||
| GPS Wealth Strategies Group, LLC | 139.663 $ | -544.953 $ | -79,6 % | |||||||||
| CLEAR INVESTMENT RESEARCH, LLC | 137.961 $ | +2.538 $ | +1,9 % | |||||||||
| WELLINGTON-ALTUS USA INC. | 131.950 $ | +104 $ | +0,1 % | 131.846 $ | -2.054 $ | -1,5 % | 133.900 $ | |||||
| Ritter Daniher Financial Advisory LLC / DE | 121.588 $ | +18.002 $ | +17,4 % | 103.586 $ | +2.340 $ | +2,3 % | 101.246 $ | -190.054 $ | -65,2 % | |||
| VALLEY NATIONAL ADVISERS INC | 118.402 $ | +7.402 $ | +6,7 % | 111.000 $ | +1.000 $ | +0,9 % | 110.000 $ | +9.000 $ | +8,9 % | |||
| Ascentis Independent Advisors | 116.013 $ | |||||||||||
| MidFirst Bank | 114.808 $ | |||||||||||
| Wilmington Savings Fund Society, FSB | 90.244 $ | -931 $ | -1,0 % | |||||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 87.436 $ | +10.129 $ | +13,1 % | 77.307 $ | -1.073 $ | -1,4 % | 78.380 $ | |||||
| Meramec Financial Planners, LLC | 86.681 $ | |||||||||||
| CX Institutional | 73.000 $ | |||||||||||
| RHL GROUP, LLC | 72.726 $ | +20.200 $ | +38,5 % | 52.526 $ | +23.222 $ | +79,2 % | 29.304 $ | |||||
| Cornerstone Financial Management LLC | 69.726 $ | -55 $ | -0,1 % | 69.781 $ | -1.032 $ | -1,5 % | 70.813 $ | |||||
| HARBOR INVESTMENT ADVISORY, LLC | 67.925 $ | +9.846 $ | +17,0 % | 58.079 $ | +1.110 $ | +1,9 % | 56.969 $ | +21.626 $ | +61,2 % | |||
| Clayton Financial Group LLC | 58.480 $ | -578 $ | -1,0 % | 59.058 $ | ||||||||
| MONTAG A & ASSOCIATES INC | 57.885 $ | -52 $ | -0,1 % | 57.937 $ | -619 $ | -1,1 % | 58.556 $ | -158 $ | -0,3 % | |||
| KERR FINANCIAL PLANNING Corp | 30.503 $ | +29.172 $ | +2.191,7 % | 1.331 $ | -55.869 $ | -97,7 % | 57.200 $ | +28.980 $ | +102,7 % | |||
| Timmons Wealth Management, LLC | 54.667 $ | +8.348 $ | +18,0 % | 46.319 $ | +915 $ | +2,0 % | 45.404 $ | |||||
| Measured Wealth Private Client Group, LLC | 48.559 $ | -320 $ | -0,7 % | 48.879 $ | -2.534 $ | -4,9 % | 51.413 $ | -107.490 $ | -67,6 % | |||
| Continuum Advisory, LLC | 48.031 $ | |||||||||||
| Legacy Wealth Managment, LLC/ID | 46.843 $ | |||||||||||
| McIlrath & Eck, LLC | 46.430 $ | +462 $ | +1,0 % | |||||||||
| Godfrey Financial Associates, Inc. | 44.847 $ | +37.206 $ | +486,9 % | 7.641 $ | -22 $ | -0,3 % | 7.663 $ | |||||
| Planning Strategies Inc. | 41.399 $ | -1.761 $ | -4,1 % | 43.160 $ | ||||||||
| Ancora Advisors LLC | 40.568 $ | |||||||||||
| Princeton Global Asset Management LLC | 31.882 $ | -8.559 $ | -21,2 % | 40.441 $ | -103 $ | -0,3 % | 40.544 $ | +282 $ | +0,7 % | |||
| Millstone Evans Group, LLC | 39.283 $ | +6.249 $ | +18,9 % | 33.034 $ | -57 $ | -0,2 % | 33.091 $ | |||||
| BROWN BROTHERS HARRIMAN & CO | 38.368 $ | +258 $ | +0,7 % | 38.110 $ | -1.023 $ | -2,6 % | 39.133 $ | -156 $ | -0,4 % | |||
| Regatta Research & Money Management | 37.262 $ | |||||||||||
| CITIGROUP INC | 24.995 $ | |||||||||||
| Milestone Investment Advisors LLC | 24.971 $ | |||||||||||
| Silver Grove Financial Group, Inc. | 22.709 $ | |||||||||||
| RAFFA WEALTH MANAGEMENT, LLC | 20.385 $ | -473 $ | -2,3 % | 20.858 $ | ||||||||
| Cornerstone Planning Group LLC | 19.567 $ | |||||||||||
| Turim 21 Investimentos Ltda. | 18.489 $ | -1.628 $ | -8,1 % | |||||||||
| Activest Wealth Management | 16.997 $ | -112 $ | -0,7 % | 17.109 $ | -141 $ | -0,8 % | 17.250 $ | +63 $ | +0,4 % | |||
| Kozak & Associates, Inc. | 15.232 $ | -195 $ | -1,3 % | 15.427 $ | -73 $ | -0,5 % | 15.500 $ | +43 $ | +0,3 % | |||
| YANKCOM Partnership | 15.428 $ | |||||||||||
| Game Plan Financial Advisors, LLC | 14.997 $ | |||||||||||
| BNP PARIBAS FINANCIAL MARKETS | 10.548 $ | |||||||||||
| Laurel Wealth Advisors LLC | 9.820 $ | |||||||||||
| Frazier Financial Advisors, LLC | 9.447 $ | +1.441 $ | +18,0 % | 8.006 $ | -418 $ | -5,0 % | 8.424 $ | +237 $ | +2,9 % | |||
| HAZLETT, BURT & WATSON, INC. | 9.000 $ | |||||||||||
| Nicht ausgewiesen | 7.781 $ | |||||||||||
| CoreCap Advisors, LLC | 959 $ | -6.337 $ | -86,9 % | 7.296 $ | ||||||||
| GGM Financial LLC | 6.999 $ | |||||||||||
| Costello Asset Management, INC | 6.405 $ | -4 $ | -0,1 % | 6.409 $ | +3.376 $ | +111,3 % | ||||||
| HIGHLINE WEALTH PARTNERS LLC | 5.946 $ | -4 $ | -0,1 % | 5.950 $ | +115 $ | +2,0 % | ||||||
| DT Investment Partners, LLC | 5.665 $ | |||||||||||
| Sunbelt Securities, Inc. | 5.252 $ | -78 $ | -1,5 % | 5.330 $ | +3.581 $ | +204,7 % | ||||||
| Sound Income Strategies, LLC | 4.538 $ | |||||||||||
| Global Wealth Strategies & Associates | 2.617 $ | -1.188 $ | -31,2 % | 3.805 $ | ||||||||
| MCF Advisors LLC | 2.891 $ | +419 $ | +16,9 % | 2.472 $ | ||||||||
| Basepoint Wealth LLC | 2.848 $ | |||||||||||
| Key FInancial Inc | 2.720 $ | |||||||||||
| PITTENGER & ANDERSON INC | 2.386 $ | |||||||||||
| Holos Integrated Wealth LLC | 1.578 $ | |||||||||||
| Investment Research & Advisory Group, Inc. | 54 $ | +1 $ | +1,9 % | 53 $ | +0 $ | +0,0 % | 53 $ | -469 $ | -89,8 % | |||
| 1.139.683 $ | +345.226 $ | +23,5 % | 10.959.342.741 $ | +1.275.381.824 $ | +93,1 % | 9.666.424.392 $ | +1.286.385.029 $ | +127,6 % | 8.180.278.219 $ | +1.115.584.773 $ | +1.602,6 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
Die hier gezeigten Zahlen sind eine aggregierte Auswertung öffentlich zugänglicher
aufsichtsrechtlicher Pflichtmeldungen und öffentlicher Register und stellen keine
Bewertung oder Empfehlung zu einzelnen Wertpapieren, Fonds oder Emittenten dar.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Keine Anlageberatung, keine individuelle Empfehlung.
Aggregierte Auswertung öffentlicher Pflichtmeldungen, keine Bewertung einzelner
Wertpapiere. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.