| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 10.908.179.898 $ | +1.267.200.244 $ | +94,9 % | 9.660.256.960 $ | +1.286.650.340 $ | +128,7 % | 8.177.607.899 $ | +1.115.826.114 $ | +1.592,0 % | 6.966.756.192 $ | +1.785.269.073 $ | +1.339,4 % | |
| 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 % | 2.645.524.247 $ | +691.856.082 $ | +35,4 % |
| 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 % | 945.998.429 $ | -3.618.677 $ | -0,4 % |
| 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 % | 234.139.732 $ | +190.048.046 $ | +431,0 % |
| 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 % | 260.979.642 $ | +117.186.638 $ | +81,5 % |
| 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 % | 161.306.142 $ | +36.584.857 $ | +29,3 % |
| 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 % | 95.401.343 $ | +32.215.232 $ | +51,0 % |
| 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 % | 220.857.260 $ | +14.378.517 $ | +7,0 % |
| 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 % | 117.089.812 $ | +40.239.514 $ | +52,4 % |
| 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 % | 177.033.761 $ | +176.965.489 $ | +259.206,5 % |
| 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 % | 72.194.438 $ | +33.532.087 $ | +86,7 % |
| 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 % | 131.983.000 $ | +29.677.000 $ | +29,0 % |
| 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 % | 101.552.554 $ | +11.970.062 $ | +13,4 % |
| 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 % | 61.769.000 $ | +10.009.000 $ | +19,3 % |
| 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 % | 76.988.288 $ | ||
| 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 % | 86.335.692 $ | +66.556.657 $ | +336,5 % |
| &PARTNERS | 100.862.281 $ | +9.281.154 $ | +10,1 % | 91.581.127 $ | +10.597.448 $ | +13,1 % | 80.983.679 $ | +10.076.658 $ | +14,2 % | 70.907.021 $ | +16.319.936 $ | +29,9 % |
| 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 % | 96.630.692 $ | -473.046 $ | -0,5 % |
| 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 % | 14.777.572 $ | +13.989.000 $ | +1.774,0 % |
| VESTOR CAPITAL, LLC | 82.194.000 $ | |||||||||||
| 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 % | 29.083.426 $ | +15.070.392 $ | +107,5 % |
| 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 % | 36.873.387 $ | +3.403.211 $ | +10,2 % |
| 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 % | 31.421.992 $ | +8.894.590 $ | +39,5 % |
| 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 % | 33.596.965 $ | +5.536.833 $ | +19,7 % |
| 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 % | 18.033.493 $ | +9.288.837 $ | +106,2 % |
| 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 % | 36.699 $ | ||
| 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 % | 31.923.397 $ | ||
| 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 % | 13.439.836 $ | +12.668.954 $ | +1.643,4 % |
| 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 % | 24.929.526 $ | +18.512.313 $ | +288,5 % |
| 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 % | 202.467 $ | ||
| 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 % | 35.898.342 $ | +34.807.216 $ | +3.190,0 % |
| 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 % | 14.043.485 $ | -1.963.102 $ | -12,3 % |
| 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 % | 14.625.000 $ | +6.768.000 $ | +86,1 % |
| EP Wealth Advisors, LLC | 35.526.382 $ | +6.053.785 $ | +20,5 % | 29.472.597 $ | +26.897.484 $ | +1.044,5 % | 2.575.113 $ | -42.251 $ | -1,6 % | |||
| 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 % | 31.378.417 $ | +30.730.952 $ | +4.746,3 % |
| 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 % | 25.199.389 $ | +4.376.243 $ | +21,0 % |
| O'Brien Wealth Partners LLC | 31.943.021 $ | +898.729 $ | +2,9 % | 31.044.292 $ | +1.181.630 $ | +4,0 % | ||||||
| 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 % | 29.363.623 $ | ||
| 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 % | 4.318.000 $ | -27.056.000 $ | -86,2 % |
| 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 % | 25.423.662 $ | +1.206.574 $ | +5,0 % |
| 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 % | 26.813.645 $ | +611.807 $ | +2,3 % |
| 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 % | 6.343 $ | +346 $ | +5,8 % |
| 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 % | 23.387.255 $ | +23.156.255 $ | +10.024,4 % |
| 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 % | 20.659.675 $ | +1.693.677 $ | +8,9 % |
| 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 % | 24.262.533 $ | +13.534.724 $ | +126,2 % |
| LongView Asset Management LLC | 24.070.339 $ | +1.322.035 $ | +5,8 % | 22.748.304 $ | +5.192.284 $ | +29,6 % | ||||||
| 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 % | 18.902.132 $ | +11.309.090 $ | +148,9 % |
| 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 % | 10.664.473 $ | +3.376.473 $ | +46,3 % |
| 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 % | 940.500 $ | -1.146.339 $ | -54,9 % |
| 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 % | 19.320.331 $ | +6.823.710 $ | +54,6 % |
| 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 % | 6.911.981 $ | +1.649.023 $ | +31,3 % |
| 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 % | 9.667.552 $ | +1.242.156 $ | +14,7 % |
| 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 % | 20.628.814 $ | +2.125.029 $ | +11,5 % |
| 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 % | 15.256.841 $ | +1.592.962 $ | +11,7 % |
| 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 % | 7.211.242 $ | -2.203.947 $ | -23,4 % |
| 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 % | 14.209.583 $ | +7.031.257 $ | +98,0 % |
| 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 % | 2.553.425 $ | +177.404 $ | +7,5 % |
| Shorepoint Capital Partners LLC | 20.031.092 $ | |||||||||||
| 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 % | 17.485.400 $ | +583.379 $ | +3,5 % |
| 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 % | 19.066.745 $ | +2.092.381 $ | +12,3 % |
| 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 $ | +730.171 $ | +4,3 % | 16.793.717 $ | +465.454 $ | +2,9 % | 16.328.263 $ | +126.668 $ | +0,8 % | |||
| 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 % | 5.348.991 $ | +2.951.959 $ | +123,2 % |
| 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 % | 785.981 $ | +198.933 $ | +33,9 % |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 14.124.000 $ | -1.416.000 $ | -9,1 % | 15.540.000 $ | -782.000 $ | -4,8 % | 16.322.000 $ | +556.000 $ | +3,5 % | 15.766.000 $ | +1.045.000 $ | +7,1 % |
| 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 % | 15.825.988 $ | ||
| 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 % | 2.173.248 $ | +567.604 $ | +35,4 % |
| ELEVATION POINT WEALTH PARTNERS, LLC | 15.506.812 $ | +224.702 $ | +1,5 % | 15.282.110 $ | -27.462 $ | -0,2 % | 15.309.572 $ | +2.184.547 $ | +16,6 % | |||
| 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 % | 12.327.345 $ | +10.284.971 $ | +503,6 % |
| 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 % | 14.264.659 $ | +1.136.961 $ | +8,7 % |
| 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 % | 10.081.967 $ | +1.574.865 $ | +18,5 % |
| 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 % | 11.258.285 $ | +1.146.829 $ | +11,3 % |
| 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 % | 12.421.419 $ | -353.173 $ | -2,8 % |
| 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 % | 5.876.427 $ | ||
| 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 % | 10.949.314 $ | ||
| 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 % | 10.739.437 $ | ||
| 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 % | 9.342.265 $ | +4.866.030 $ | +108,7 % |
| 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 % | 12.074.541 $ | +11.849.611 $ | +5.268,1 % |
| 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 % | 8.667.155 $ | +7.763.376 $ | +859,0 % |
| 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 % | 3.690.224 $ | +3.288.657 $ | +819,0 % |
| 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 % | 3.714.264 $ | +3.439.364 $ | +1.251,1 % | |||
| 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 % | 9.432.017 $ | +1.785.432 $ | +23,3 % |
| 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 % | 3.930.103 $ | +3.691.139 $ | +1.544,6 % |
| 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 % | 9.140.552 $ | ||
| 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 % | 3.090.942 $ | +399.989 $ | +14,9 % |
| 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 % | 4.827.177 $ | +2.410.174 $ | +99,7 % |
| OPPENHEIMER & CO INC | 10.229.338 $ | +9.560.148 $ | +1.428,6 % | 669.190 $ | -35.433 $ | -5,0 % | 704.623 $ | +2.125 $ | +0,3 % | 702.498 $ | -297.452 $ | -29,7 % |
| 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 % | 2.305.807 $ | -14.264 $ | -0,6 % |
| 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 % | 1.137.850 $ | +273.433 $ | +31,6 % |
| 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 % | 50.970 $ | +8.212 $ | +19,2 % |
| Modern Wealth Management, LLC | 9.491.295 $ | +4.365.642 $ | +85,2 % | 5.125.653 $ | +825.425 $ | +19,2 % | 4.300.228 $ | +375.169 $ | +9,6 % | |||
| 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 % | 2.226.247 $ | +1.093.010 $ | +96,5 % |
| 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 % | 4.263.872 $ | ||
| 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 % | 7.082.418 $ | +592.855 $ | +9,1 % |
| 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 % | 9.195.195 $ | ||
| 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 % | 5.937.946 $ | +1.010.008 $ | +20,5 % |
| 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 % | 1.144.687 $ | ||
| 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 % | 265.226 $ | -37.708 $ | -12,4 % |
| 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 % | 4.333.954 $ | +1.822.235 $ | +72,5 % |
| CWM, LLC | 8.647.572 $ | +615.572 $ | +7,7 % | 8.032.000 $ | +749.000 $ | +10,3 % | 7.283.000 $ | +2.548.000 $ | +53,8 % | |||
| 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 % | 7.018.655 $ | +813.277 $ | +13,1 % |
| 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 $ | +552.187 $ | +274,5 % | |||
| 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 % | 7.378.904 $ | +540.351 $ | +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 % | 942.635 $ | +281.635 $ | +42,6 % |
| 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 % | 806.684 $ | -848.314 $ | -51,3 % |
| 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 % | 1.219.518 $ | +961.368 $ | +372,4 % |
| 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 % | 5.825.195 $ | +13.254 $ | +0,2 % |
| 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 % | 3.475.054 $ | ||
| Creative Planning | 7.165.410 $ | +914.203 $ | +14,6 % | 6.251.207 $ | +804.610 $ | +14,8 % | 5.446.597 $ | -98.626 $ | -1,8 % | 5.545.223 $ | +262.402 $ | +5,0 % |
| PRINCIPAL SECURITIES, INC. | 7.146.100 $ | +683.537 $ | +10,6 % | 6.462.563 $ | +606.240 $ | +10,4 % | 5.856.323 $ | -44.975 $ | -0,8 % | 5.901.298 $ | +4.963.404 $ | +529,2 % |
| Integrated Wealth Concepts LLC | 7.141.575 $ | +1.464.687 $ | +25,8 % | 5.676.888 $ | +3.234.260 $ | +132,4 % | 2.442.628 $ | +62.763 $ | +2,6 % | 2.379.865 $ | +1.540.261 $ | +183,5 % |
| 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 % | 4.782.009 $ | +147.936 $ | +3,2 % |
| PENNEY FINANCIAL, LLC | 454.818 $ | -6.600.549 $ | -93,6 % | 7.055.367 $ | +130.007 $ | +1,9 % | 6.925.360 $ | +855.340 $ | +14,1 % | 6.070.020 $ | +316.069 $ | +5,5 % |
| 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 % | 3.426.285 $ | +2.636.038 $ | +333,6 % |
| 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 % | 6.846.000 $ | +243.000 $ | +3,7 % |
| von Borstel & Associates, Inc. | 6.880.000 $ | |||||||||||
| 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 % | 299.785 $ | +272.479 $ | +997,9 % |
| 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 % | 1.102.093 $ | ||
| 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 % | 3.323.310 $ | ||
| 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 % | 6.459.361 $ | +586.551 $ | +10,0 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 2.102.000 $ | +85.000 $ | +4,2 % | 2.017.000 $ | -4.429.000 $ | -68,7 % | 6.446.000 $ | |||||
| 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 % | 6.432.000 $ | +3.010.000 $ | +88,0 % |
| 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 % | 5.310.063 $ | +1.003.811 $ | +23,3 % |
| 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 % | 7.801 $ | -1.625.932 $ | -99,5 % |
| 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 % | 2.529.514 $ | +537.977 $ | +27,0 % |
| 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 % | 6.256.493 $ | +486.567 $ | +8,4 % |
| 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 % | 3.095.711 $ | ||
| Waverly Advisors, LLC | 5.971.653 $ | +506.076 $ | +9,3 % | 5.465.577 $ | -186.719 $ | -3,3 % | 5.652.296 $ | -574.983 $ | -9,2 % | 6.227.279 $ | -790.122 $ | -11,3 % |
| 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 % | 3.072.284 $ | +221.735 $ | +7,8 % |
| Convergence Financial, LLC | 6.146.332 $ | +3.134.037 $ | +104,0 % | 3.012.295 $ | ||||||||
| CENTAURUS FINANCIAL, INC. | 5.985.000 $ | +720.000 $ | +13,7 % | 5.265.000 $ | +12.000 $ | +0,2 % | 5.253.000 $ | |||||
| TOMPKINS FINANCIAL CORP | 5.941.726 $ | +5.915.843 $ | +22.856,1 % | 25.883 $ | -382 $ | -1,5 % | 26.265 $ | +25 $ | +0,1 % | 26.240 $ | +299 $ | +1,2 % |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5.870.409 $ | +30.863 $ | +0,5 % | 5.839.546 $ | -44.701 $ | -0,8 % | 5.884.247 $ | |||||
| Blueprint Financial Advisors LLC | 5.505.339 $ | -333.043 $ | -5,7 % | 5.838.382 $ | +5.050.271 $ | +640,8 % | 788.111 $ | -44.600 $ | -5,4 % | |||
| Blueprint Investment Partners LLC | 5.505.339 $ | -333.043 $ | -5,7 % | 5.838.382 $ | +5.050.271 $ | +640,8 % | 788.111 $ | |||||
| 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 % | 496.700 $ | ||
| CENTRAL TRUST Co | 5.620.384 $ | +774.535 $ | +16,0 % | 4.845.849 $ | +417.804 $ | +9,4 % | 4.428.045 $ | +54.146 $ | +1,2 % | 4.373.899 $ | +935.802 $ | +27,2 % |
| 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 % | 4.602.633 $ | +776.489 $ | +20,3 % | |||
| 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 % | 4.639.093 $ | ||
| 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 % | 886.968 $ | +93.630 $ | +11,8 % |
| 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 % | 379.512 $ | +41.977 $ | +12,4 % |
| COMERICA BANK | 5.260.364 $ | +344.604 $ | +7,0 % | 4.915.760 $ | +1.015.835 $ | +26,0 % | ||||||
| TRUIST FINANCIAL CORP | 4.953.574 $ | -229.525 $ | -4,4 % | 5.183.099 $ | +273.713 $ | +5,6 % | 4.909.386 $ | +793.854 $ | +19,3 % | 4.115.532 $ | +1.038.578 $ | +33,8 % |
| 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 % | 342.425 $ | +69.541 $ | +25,5 % |
| 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 % | 2.044.366 $ | +444.407 $ | +27,8 % |
| 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 % | 3.427.536 $ | +1.454.124 $ | +73,7 % |
| 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 % | 2.790.854 $ | ||
| ASSETMARK, INC | 3.346.242 $ | -16.754 $ | -0,5 % | 3.362.996 $ | -375.731 $ | -10,0 % | 3.738.727 $ | -1.194.559 $ | -24,2 % | 4.933.286 $ | -1.051.992 $ | -17,6 % |
| 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 % | 3.893.361 $ | +1.758.995 $ | +82,4 % |
| 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 % | 3.042.535 $ | +15.500 $ | +0,5 % |
| Riverwater Partners LLC | 4.913.634 $ | +432.538 $ | +9,7 % | 4.481.096 $ | +1.192.617 $ | +36,3 % | 3.288.479 $ | +989.364 $ | +43,0 % | |||
| 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 % | 3.832.716 $ | +592.157 $ | +18,3 % |
| 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 $ | |||||||||||
| 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 % | 4.051.785 $ | ||
| 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 % | 2.104.885 $ | +228.780 $ | +12,2 % |
| Apexium Financial, LP | 4.567.185 $ | +340.139 $ | +8,0 % | |||||||||
| 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 % | 1.921.000 $ | +293.000 $ | +18,0 % |
| 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 % | 1.223.998 $ | +123.395 $ | +11,2 % |
| Diversify Advisory Services, LLC | 4.474.042 $ | |||||||||||
| DIVERSIFY WEALTH MANAGEMENT, 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 % | 439.802 $ | +24.767 $ | +6,0 % |
| 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 % | 3.229.901 $ | ||
| INDEPENDENT FINANCIAL GROUP, LLC | 4.412.036 $ | +209.180 $ | +5,0 % | 4.202.856 $ | +3.629.593 $ | +633,1 % | 573.263 $ | |||||
| 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 % | 4.339.114 $ | +3.730.385 $ | +612,8 % |
| 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 % | 3.994.894 $ | -57.193 $ | -1,4 % |
| NorthCoast Asset Management LLC | 4.166.261 $ | +94.119 $ | +2,3 % | |||||||||
| 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 % | 318.784 $ | ||
| 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 % | 3.675.757 $ | +216.746 $ | +6,3 % |
| 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 % | 3.152.456 $ | ||
| 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 % | 2.234.751 $ | +796.193 $ | +55,3 % |
| 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 % | 1.866.000 $ | -33.000 $ | -1,7 % |
| New England Capital Financial Advisors LLC | 3.001.033 $ | -437.719 $ | -12,7 % | 3.438.752 $ | ||||||||
| 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 % | 3.101.008 $ | +146.399 $ | +5,0 % |
| 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 $ | |||||||||||
| Rede Wealth, LLC | 3.229.901 $ | |||||||||||
| Peak Planning Group, LLC | 3.158.188 $ | -3.730 $ | -0,1 % | 3.161.918 $ | +129.042 $ | +4,3 % | 3.032.876 $ | |||||
| 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 % | 3.111.826 $ | ||
| 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 % | 987.000 $ | ||
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 3.079.704 $ | +1.315.831 $ | +74,6 % | |||||||||
| 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 % | 1.402.675 $ | +762.711 $ | +119,2 % |
| 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 $ | ||||||||
| RW Investment Management LLC | 2.992.882 $ | +293.807 $ | +10,9 % | 2.699.075 $ | +674.199 $ | +33,3 % | 2.024.876 $ | +120.049 $ | +6,3 % | |||
| 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 % | 1.990.553 $ | ||
| 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 $ | |||||
| 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 $ | |||||
| Betterment LLC | 2.610.000 $ | +956.000 $ | +57,8 % | 1.654.000 $ | +87.000 $ | +5,6 % | 1.567.000 $ | +227.000 $ | +16,9 % | 1.340.000 $ | +315.000 $ | +30,7 % |
| Global Retirement Partners, LLC | 2.562.411 $ | +1.745.885 $ | +213,8 % | 816.526 $ | +51.512 $ | +6,7 % | 765.014 $ | +46.830 $ | +6,5 % | |||
| Fulcrum Capital LLC | 2.552.485 $ | +361.563 $ | +16,5 % | 2.190.922 $ | +68.666 $ | +3,2 % | 2.122.256 $ | +67.401 $ | +3,3 % | 2.054.855 $ | +157.275 $ | +8,3 % |
| 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 % | 337.563 $ | +64.977 $ | +23,8 % |
| 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 % | 2.327.515 $ | -34.104 $ | -1,4 % |
| 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 % | 1.575.963 $ | +707.792 $ | +81,5 % |
| 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 % | 243.937 $ | ||
| 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 % | 1.692.008 $ | +70.606 $ | +4,4 % |
| 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 % | 1.379.992 $ | +789.958 $ | +133,9 % |
| 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 % | 948.102 $ | +78.954 $ | +9,1 % | |||
| 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 % | 1.598.675 $ | +681.420 $ | +74,3 % |
| 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 $ | |||||
| 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 % | 1.471.581 $ | +296.547 $ | +25,2 % |
| 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 % | 1.274.875 $ | +151.266 $ | +13,5 % |
| 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 % | 1.767.804 $ | ||
| 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 % | 1.024.627 $ | +43.390 $ | +4,4 % |
| 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 % | 1.622.871 $ | +870.273 $ | +115,6 % |
| 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 % | 238.003 $ | +25.690 $ | +12,1 % |
| Visionary Wealth Advisors | 1.704.166 $ | +47.076 $ | +2,8 % | 1.657.090 $ | +83.311 $ | +5,3 % | 1.573.779 $ | -97.450 $ | -5,8 % | 1.671.229 $ | +328.084 $ | +24,4 % |
| Flagship Private Wealth, LLC | 986.348 $ | -717.600 $ | -42,1 % | 1.703.948 $ | +275.206 $ | +19,3 % | ||||||
| Skyline Advisors, Inc. | 232.638 $ | -187.227 $ | -44,6 % | 419.865 $ | -1.221.684 $ | -74,4 % | 1.641.549 $ | +27.004 $ | +1,7 % | 1.614.545 $ | +143.488 $ | +9,8 % |
| 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 % | 1.444.982 $ | +77.833 $ | +5,7 % |
| LINCOLN CAPITAL CORP | 1.625.285 $ | +591.278 $ | +57,2 % | 1.034.007 $ | -87.426 $ | -7,8 % | 1.121.433 $ | +882.627 $ | +369,6 % | 238.806 $ | ||
| 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 % | 867.734 $ | +7.484 $ | +0,9 % |
| 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 % | 535.130 $ | +25.471 $ | +5,0 % |
| FSA Advisors, Inc. | 1.360.605 $ | -165.536 $ | -10,8 % | 1.526.141 $ | +314.000 $ | +25,9 % | 1.212.141 $ | +776.787 $ | +178,4 % | 435.354 $ | +195.004 $ | +81,1 % |
| 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 % | 288.120 $ | |||||
| BlueStem Wealth Partners, LLC | 1.444.599 $ | -40.711 $ | -2,7 % | 1.485.310 $ | ||||||||
| Atlas Wealth LLC | 774.045 $ | -349.701 $ | -31,1 % | 1.123.746 $ | -100.236 $ | -8,2 % | 1.223.982 $ | -249.348 $ | -16,9 % | 1.473.330 $ | ||
| 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 % | 1.314.290 $ | -40.855 $ | -3,0 % |
| ROMAN BUTLER FULLERTON & CO | 1.422.435 $ | +590.703 $ | +71,0 % | 831.732 $ | +111.265 $ | +15,4 % | 720.467 $ | +337.515 $ | +88,1 % | 382.952 $ | ||
| GENESIS PRIVATE WEALTH, LLC | 646.588 $ | -22.093 $ | -3,3 % | 668.681 $ | -257.170 $ | -27,8 % | 925.851 $ | -479.117 $ | -34,1 % | 1.404.968 $ | ||
| 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 % | 401.208 $ | ||
| ORG Partners LLC | 1.354.860 $ | +68.202 $ | +5,3 % | 1.286.658 $ | -186.545 $ | -12,7 % | ||||||
| Gross & Hartman Investments LLC | 1.337.831 $ | +73.228 $ | +5,8 % | 1.264.603 $ | +2.386 $ | +0,2 % | 1.262.217 $ | |||||
| Comprehensive Wealth Management, LLC | 1.287.692 $ | |||||||||||
| Beta Wealth Group, Inc. | 1.181.367 $ | -86.590 $ | -6,8 % | 1.267.957 $ | ||||||||
| 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 % | 855.069 $ | +292.650 $ | +52,0 % |
| Mutual Advisors, LLC | 1.258.406 $ | +494.304 $ | +64,7 % | 764.102 $ | ||||||||
| Helium Advisors LLC | 1.250.217 $ | +712.515 $ | +132,5 % | 537.702 $ | -78.668 $ | -12,8 % | 616.370 $ | |||||
| PANORAMIC INVESTMENT ADVISORS, LLC | 1.086.594 $ | +134.585 $ | +14,1 % | 952.009 $ | +12.155 $ | +1,3 % | 939.854 $ | -278.790 $ | -22,9 % | 1.218.644 $ | +72.118 $ | +6,3 % |
| StoneX Group Inc. | 296.829 $ | -257.819 $ | -46,5 % | 554.648 $ | -653.378 $ | -54,1 % | 1.208.026 $ | |||||
| PRIVATE TRUST CO NA | 1.206.833 $ | +397.556 $ | +49,1 % | 809.277 $ | -107.256 $ | -11,7 % | 916.533 $ | +299.353 $ | +48,5 % | 617.180 $ | ||
| ENTRUST FINANCIAL LLC | 607.140 $ | -597.081 $ | -49,6 % | 1.204.221 $ | +710.362 $ | +143,8 % | 493.859 $ | |||||
| Redhawk Wealth Advisors, Inc. | 1.121.422 $ | |||||||||||
| Regal Investment Advisors LLC | 1.116.230 $ | +214.271 $ | +23,8 % | 901.959 $ | ||||||||
| Madison Wealth Partners, Inc | 1.094.396 $ | |||||||||||
| WBI INVESTMENTS, LLC | 679.372 $ | -67.969 $ | -9,1 % | 747.341 $ | -62.331 $ | -7,7 % | 809.672 $ | -253.948 $ | -23,9 % | 1.063.620 $ | -233.395 $ | -18,0 % |
| 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 % | 736.099 $ | +96.599 $ | +15,1 % |
| 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 % | 388.350 $ | +6.600 $ | +1,7 % |
| Advisory Services Network, LLC | 1.028.055 $ | +173.508 $ | +20,3 % | 854.547 $ | +618.362 $ | +261,8 % | 236.185 $ | +36.072 $ | +18,0 % | 200.113 $ | ||
| Gemmer Asset Management LLC | 1.025.748 $ | +108.114 $ | +11,8 % | 917.634 $ | +189.474 $ | +26,0 % | 728.160 $ | +102.319 $ | +16,3 % | 625.841 $ | +77.310 $ | +14,1 % |
| 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 % | 720.822 $ | +124.486 $ | +20,9 % |
| KWB Wealth | 994.711 $ | |||||||||||
| Collaborative Wealth Managment Inc. | 836.445 $ | +127.529 $ | +18,0 % | 708.916 $ | -269.425 $ | -27,5 % | 978.341 $ | +266.728 $ | +37,5 % | 711.613 $ | +169.588 $ | +31,3 % |
| STUDIO INVESTMENT MANAGEMENT LLC | 972.698 $ | +285.686 $ | +41,6 % | 687.012 $ | +153.751 $ | +28,8 % | 533.261 $ | +255.339 $ | +91,9 % | 277.922 $ | +59.484 $ | +27,2 % |
| 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 % | 830.548 $ | +281.638 $ | +51,3 % | |||
| BROWN ADVISORY INC | 641.872 $ | -294.043 $ | -31,4 % | 935.915 $ | +309.268 $ | +49,4 % | 626.647 $ | |||||
| 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 % | 259.441 $ | ||
| 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 % | 757.000 $ | +7.000 $ | +0,9 % |
| RFG Advisory, LLC | 858.926 $ | +136.601 $ | +18,9 % | 722.325 $ | -51.102 $ | -6,6 % | 773.427 $ | +751 $ | +0,1 % | 772.676 $ | +204.107 $ | +35,9 % |
| Focus Partners Advisor Solutions, LLC | 553.895 $ | -15.483 $ | -2,7 % | 569.378 $ | -280.699 $ | -33,0 % | 850.077 $ | +223.312 $ | +35,6 % | |||
| MMA ASSET MANAGEMENT LLC | 719.744 $ | +13.975 $ | +2,0 % | 705.769 $ | +41.889 $ | +6,3 % | 663.880 $ | -176.919 $ | -21,0 % | 840.799 $ | ||
| 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 % | 248.000 $ | ||
| 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 % | 485.627 $ | +78.350 $ | +19,2 % |
| LRI Investments, LLC | 667.500 $ | -16.500 $ | -2,4 % | 684.000 $ | +39.400 $ | +6,1 % | 644.600 $ | -131.690 $ | -17,0 % | 776.290 $ | -577.646 $ | -42,7 % |
| Leo Wealth, LLC | 776.242 $ | +18.411 $ | +2,4 % | 757.831 $ | +36.408 $ | +5,0 % | ||||||
| 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 % | 746.640 $ | +96.990 $ | +14,9 % |
| Meadowbrook Advisors Group, LLC | 750.964 $ | |||||||||||
| MILLINGTON SECURITIES, LLC | 747.341 $ | |||||||||||
| IFG Advisory, LLC | 740.358 $ | +326.507 $ | +78,9 % | 413.851 $ | ||||||||
| Cerity Partners LLC | 736.664 $ | -581 $ | -0,1 % | 737.245 $ | +173.474 $ | +30,8 % | 563.771 $ | -78.994 $ | -12,3 % | 642.765 $ | +356.802 $ | +124,8 % |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 53.246 $ | -682.828 $ | -92,8 % | 736.074 $ | +25.293 $ | +3,6 % | 710.781 $ | |||||
| Colorado Capital Management, Inc. | 284.000 $ | -39.000 $ | -12,1 % | 323.000 $ | -13.000 $ | -3,9 % | 336.000 $ | -387.000 $ | -53,5 % | 723.000 $ | -368.000 $ | -33,7 % |
| 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 % | 528.005 $ | ||
| 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 $ | |||||
| GPS Wealth Strategies Group, LLC | 139.663 $ | -544.953 $ | -79,6 % | 684.616 $ | -75.052 $ | -9,9 % | ||||||
| Financial Solutions Advisory Group, Inc. | 679.050 $ | +1.485 $ | +0,2 % | 677.565 $ | ||||||||
| Montecito Bank & Trust | 678.297 $ | +207.262 $ | +44,0 % | 471.035 $ | ||||||||
| Valtinson Bruner Financial Planning LLC | 299.617 $ | +45.702 $ | +18,0 % | 253.915 $ | -13.257 $ | -5,0 % | 267.172 $ | -405.027 $ | -60,3 % | 672.199 $ | +43.763 $ | +7,0 % |
| Dynamic Financial Group | 655.983 $ | +22.127 $ | +3,5 % | 633.856 $ | -12.254 $ | -1,9 % | 646.110 $ | -23.591 $ | -3,5 % | 669.701 $ | -10.140 $ | -1,5 % |
| 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 % | 547.500 $ | +36.914 $ | +7,2 % |
| Vestmark Advisory Solutions, Inc. | 634.484 $ | |||||||||||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 308.000 $ | -2.000 $ | -0,6 % | 310.000 $ | -2.000 $ | -0,6 % | 312.000 $ | -314.000 $ | -50,2 % | 626.000 $ | ||
| OneAscent Financial Services LLC | 625.351 $ | +13.311 $ | +2,2 % | 612.040 $ | +13.776 $ | +2,3 % | 598.264 $ | +166.187 $ | +38,5 % | 432.077 $ | -46.923 $ | -9,8 % |
| 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 % | 514.500 $ | ||
| AE Wealth Management LLC | 315.685 $ | -276.994 $ | -46,7 % | 592.679 $ | +322.912 $ | +119,7 % | ||||||
| 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 % | 290.157 $ | ||||||||
| 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 % | 493.427 $ | +32.890 $ | +7,1 % |
| First American Bank | 562.456 $ | -8.480 $ | -1,5 % | 570.936 $ | ||||||||
| AdvisorNet Financial, Inc | 570.443 $ | +385.913 $ | +209,1 % | 184.530 $ | +41.983 $ | +29,5 % | 142.547 $ | +20.999 $ | +17,3 % | 121.548 $ | ||
| SUMMIT WEALTH GROUP LLC / CO | 566.772 $ | |||||||||||
| BBR PARTNERS, LLC | 564.087 $ | +5.608 $ | +1,0 % | 558.479 $ | +24.562 $ | +4,6 % | ||||||
| FSC Wealth Advisors, LLC | 556.503 $ | +72.113 $ | +14,9 % | |||||||||
| 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 % | 287.937 $ | +18.746 $ | +7,0 % |
| 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 % | 429.830 $ | +24.787 $ | +6,1 % |
| Brookstone Capital Management | 524.344 $ | +101.588 $ | +24,0 % | 422.756 $ | +169.519 $ | +66,9 % | 253.237 $ | +4.253 $ | +1,7 % | |||
| ROBINSON SMITH WEALTH ADVISORS LLC | 512.274 $ | -10.121 $ | -1,9 % | 522.395 $ | +90.969 $ | +21,1 % | 431.426 $ | +181.857 $ | +72,9 % | 249.569 $ | ||
| 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 % | 504.284 $ | +2.698 $ | +0,5 % |
| 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 % | 232.616 $ | ||
| Cherry Creek Investment Advisors, Inc. | 455.257 $ | -37.226 $ | -7,6 % | 492.483 $ | -2.379 $ | -0,5 % | 494.862 $ | +28.949 $ | +6,2 % | 465.913 $ | +4.743 $ | +1,0 % |
| Tower Wealth Partners, Inc. | 476.863 $ | +4.113 $ | +0,9 % | |||||||||
| First Heartland Consultants, Inc. | 450.677 $ | -5.745 $ | -1,3 % | 456.422 $ | ||||||||
| NorthLanding Financial Partners, LLC | 448.613 $ | +3.806 $ | +0,9 % | 444.807 $ | -1.420 $ | -0,3 % | 446.227 $ | -7.738 $ | -1,7 % | 453.965 $ | -549 $ | -0,1 % |
| 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 % | 384.280 $ | -16.333 $ | -4,1 % |
| Heritage Wealth Advisors | 402.470 $ | +29.285 $ | +7,8 % | 373.185 $ | -54.499 $ | -12,7 % | 427.684 $ | +9.502 $ | +2,3 % | 418.182 $ | -3.792 $ | -0,9 % |
| Brick & Kyle, Associates | 418.882 $ | +0 $ | +0,0 % | 418.882 $ | ||||||||
| RMG Wealth Management LLC | 405.499 $ | +215.713 $ | +113,7 % | 189.786 $ | -14.636 $ | -7,2 % | ||||||
| BLUEDOOR PRIVATE WEALTH, LLC | 405.002 $ | |||||||||||
| COZAD ASSET MANAGEMENT INC | 396.353 $ | |||||||||||
| M&T BANK CORP | 389.955 $ | +932 $ | +0,2 % | 389.023 $ | ||||||||
| FIRST TRUST ADVISORS LP | 346.306 $ | -41.120 $ | -10,6 % | 387.426 $ | -390.390 $ | -50,2 % | ||||||
| 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 % | 373.758 $ | +610 $ | +0,2 % |
| BSW Wealth Partners | 361.923 $ | +52.066 $ | +16,8 % | 309.857 $ | +9.856 $ | +3,3 % | 300.001 $ | -1.398 $ | -0,5 % | 301.399 $ | ||
| 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 % | 352.894 $ | +3.044 $ | +0,9 % |
| AGH Wealth Advisors, LLC | 350.838 $ | +104.598 $ | +42,5 % | 246.240 $ | ||||||||
| MARINO, STRAM & ASSOCIATES LLC | 341.798 $ | +4.378 $ | +1,3 % | 337.420 $ | +25.134 $ | +8,0 % | 312.286 $ | +92.279 $ | +41,9 % | 220.007 $ | ||
| J.W. COLE ADVISORS, INC. | 340.637 $ | +52.201 $ | +18,1 % | 288.436 $ | -14.825 $ | -4,9 % | 303.261 $ | +59.407 $ | +24,4 % | 243.854 $ | ||
| Ironwood Investment Counsel, LLC | 340.050 $ | +49.290 $ | +17,0 % | 290.760 $ | +5.560 $ | +1,9 % | 285.200 $ | +12.279 $ | +4,5 % | 272.921 $ | +12.526 $ | +4,8 % |
| 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 $ | |||||
| MONEY CONCEPTS CAPITAL CORP | 333.678 $ | +37.073 $ | +12,5 % | 296.605 $ | -509 $ | -0,2 % | 297.114 $ | +15.208 $ | +5,4 % | 281.906 $ | +12.398 $ | +4,6 % |
| 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 % | 288.635 $ | +3.280 $ | +1,1 % |
| Clarity Asset Management, Inc. | 319.997 $ | +294.053 $ | +1.133,4 % | 25.944 $ | ||||||||
| NICOLET BANKSHARES INC | 318.773 $ | |||||||||||
| 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 % | 255.906 $ | +7.785 $ | +3,1 % |
| Ashton Thomas Private Wealth, LLC | 301.027 $ | |||||||||||
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 298.546 $ | |||||||||||
| Zhang Financial LLC | 291.836 $ | -230 $ | -0,1 % | 292.066 $ | -4.317 $ | -1,5 % | 296.383 $ | |||||
| Ritter Daniher Financial Advisory LLC / DE | 121.588 $ | +18.002 $ | +17,4 % | 103.586 $ | +2.340 $ | +2,3 % | 101.246 $ | -190.054 $ | -65,2 % | 291.300 $ | +4.057 $ | +1,4 % |
| Montis Financial, LLC | 286.454 $ | +3.214 $ | +1,1 % | 283.240 $ | +31.225 $ | +12,4 % | ||||||
| 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 % | 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 $ | |||||||||||
| CIBC Private Wealth Group LLC | 245.604 $ | -12.572 $ | -4,9 % | 258.176 $ | +2.579 $ | +1,0 % | ||||||
| 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 % | 250.075 $ | ||
| TITLEIST ASSET MANAGEMENT, LLC | 221.013 $ | -33.199 $ | -13,1 % | 254.212 $ | ||||||||
| WILLIAM JOHN SEMPOLINSKI | 254.000 $ | |||||||||||
| Scott Capital Advisors, LLC | 253.841 $ | |||||||||||
| KANE INVESTMENT MANAGEMENT, INC. | 252.771 $ | |||||||||||
| SMITH, MOORE & CO. | 247.668 $ | -4.750 $ | -1,9 % | 252.418 $ | +4.302 $ | +1,7 % | 248.116 $ | +10.433 $ | +4,4 % | |||
| Wall Capital Group, Inc. | 250.516 $ | |||||||||||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 247.778 $ | -1.917 $ | -0,8 % | 249.695 $ | ||||||||
| Chokshi & Queen Wealth Advisors, Inc | 242.244 $ | +2.035 $ | +0,8 % | 240.209 $ | +38.166 $ | +18,9 % | 202.043 $ | |||||
| 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 % | 5.325 $ | ||
| 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 $ | ||||||||
| Arbor Investment Advisors, LLC | 205.409 $ | -2.355 $ | -1,1 % | 207.764 $ | -23.540 $ | -10,2 % | 231.304 $ | -1.496 $ | -0,6 % | |||
| 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 | 219.865 $ | +16.944 $ | +8,4 % | 202.921 $ | -2.093 $ | -1,0 % | 205.014 $ | |||||
| 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 % | 212.373 $ | ||||||||
| 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 % | 10.835 $ | +1.730 $ | +19,0 % |
| RASP WEALTH SOLUTIONS, LLC | 209.526 $ | |||||||||||
| MAI Capital Management | 207.720 $ | +68.979 $ | +49,7 % | 138.741 $ | +106.959 $ | +336,5 % | 31.782 $ | +1.161 $ | +3,8 % | |||
| Westview Management dba Westview Investment Advisors | 206.751 $ | |||||||||||
| Centurion Wealth Management LLC | 205.227 $ | -1.460 $ | -0,7 % | 206.687 $ | +3.339 $ | +1,6 % | 203.348 $ | |||||
| 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 % | 129.808 $ | +82.656 $ | +175,3 % |
| 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 % | 157.775 $ | +8.755 $ | +5,9 % | |||
| Measured Wealth Private Client Group, LLC | 48.559 $ | -320 $ | -0,7 % | 48.879 $ | -2.534 $ | -4,9 % | 51.413 $ | -107.490 $ | -67,6 % | 158.903 $ | ||
| Manchester Capital Management LLC | 140.987 $ | +111.258 $ | +374,2 % | 29.729 $ | ||||||||
| CLEAR INVESTMENT RESEARCH, LLC | 137.961 $ | +2.538 $ | +1,9 % | 135.423 $ | ||||||||
| VALLEY NATIONAL ADVISERS INC | 118.402 $ | +7.402 $ | +6,7 % | 111.000 $ | +1.000 $ | +0,9 % | 110.000 $ | +9.000 $ | +8,9 % | 101.000 $ | +55.000 $ | +119,6 % |
| Ascentis Independent Advisors | 116.013 $ | |||||||||||
| MidFirst Bank | 114.808 $ | |||||||||||
| Wilmington Savings Fund Society, FSB | 90.244 $ | -931 $ | -1,0 % | 91.175 $ | +2.765 $ | +3,1 % | ||||||
| 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 $ | |||||||||||
| 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 % | 35.343 $ | +16.595 $ | +88,5 % |
| 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 % | 58.714 $ | +657 $ | +1,1 % |
| KERR FINANCIAL PLANNING Corp | 30.503 $ | +29.172 $ | +2.191,7 % | 1.331 $ | -55.869 $ | -97,7 % | 57.200 $ | +28.980 $ | +102,7 % | 28.220 $ | ||
| Timmons Wealth Management, LLC | 54.667 $ | +8.348 $ | +18,0 % | 46.319 $ | +915 $ | +2,0 % | 45.404 $ | |||||
| Continuum Advisory, LLC | 48.031 $ | |||||||||||
| Legacy Wealth Managment, LLC/ID | 46.843 $ | |||||||||||
| McIlrath & Eck, LLC | 46.430 $ | +462 $ | +1,0 % | 45.968 $ | +2.021 $ | +4,6 % | ||||||
| Godfrey Financial Associates, Inc. | 44.847 $ | +37.206 $ | +486,9 % | 7.641 $ | -22 $ | -0,3 % | 7.663 $ | |||||
| Planning Strategies Inc. | 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 % | 40.262 $ | +9.512 $ | +30,9 % |
| BROWN BROTHERS HARRIMAN & CO | 38.368 $ | +258 $ | +0,7 % | 38.110 $ | -1.023 $ | -2,6 % | 39.133 $ | -156 $ | -0,4 % | 39.289 $ | -150 $ | -0,4 % |
| Millstone Evans Group, LLC | 39.283 $ | +6.249 $ | +18,9 % | 33.034 $ | -57 $ | -0,2 % | 33.091 $ | |||||
| Regatta Research & Money Management | 37.262 $ | |||||||||||
| TruNorth Capital Management, LLC | 35.912 $ | |||||||||||
| EASTERN BANK | 33.443 $ | +381 $ | +1,2 % | |||||||||
| Abich Financial Wealth Management LLC | 30.393 $ | |||||||||||
| 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 $ | ||||||||
| Turim 21 Investimentos Ltda. | 18.489 $ | -1.628 $ | -8,1 % | 20.117 $ | ||||||||
| Cornerstone Planning Group LLC | 19.567 $ | |||||||||||
| Activest Wealth Management | 16.997 $ | -112 $ | -0,7 % | 17.109 $ | -141 $ | -0,8 % | 17.250 $ | +63 $ | +0,4 % | 17.187 $ | ||
| Kozak & Associates, Inc. | 15.232 $ | -195 $ | -1,3 % | 15.427 $ | -73 $ | -0,5 % | 15.500 $ | +43 $ | +0,3 % | 15.457 $ | ||
| YANKCOM Partnership | 15.428 $ | |||||||||||
| Game Plan Financial Advisors, LLC | 14.997 $ | |||||||||||
| BNP PARIBAS FINANCIAL MARKETS | 10.548 $ | |||||||||||
| HM PAYSON & CO | 10.009 $ | |||||||||||
| 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 % | 8.187 $ | +533 $ | +7,0 % |
| HAZLETT, BURT & WATSON, INC. | 9.000 $ | |||||||||||
| WEBSTER BANK, N. A. | 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 % | 3.033 $ | |||||
| HIGHLINE WEALTH PARTNERS LLC | 5.946 $ | -4 $ | -0,1 % | 5.950 $ | +115 $ | +2,0 % | 5.835 $ | |||||
| DT Investment Partners, LLC | 5.665 $ | |||||||||||
| Sunbelt Securities, Inc. | 5.252 $ | -78 $ | -1,5 % | 5.330 $ | +3.581 $ | +204,7 % | 1.749 $ | -6.343 $ | -78,4 % | |||
| Sound Income Strategies, LLC | 4.538 $ | |||||||||||
| CHILTON CAPITAL MANAGEMENT LLC | 3.908 $ | -7.232 $ | -64,9 % | |||||||||
| 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 % | 522 $ | +471 $ | +923,5 % |
| 10.908.179.898 $ | +1.267.200.244 $ | +94,9 % | 9.660.256.960 $ | +1.286.650.340 $ | +128,7 % | 8.177.607.899 $ | +1.115.826.114 $ | +1.592,0 % | 6.966.756.192 $ | +1.785.269.073 $ | +1.339,4 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
Der Glück Conviction Score und die daraus abgeleiteten Signale sind das Ergebnis eines
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Fundamentaldaten, Kursdaten). Sie richten sich an ein breites Publikum und
berücksichtigen keine persönlichen Verhältnisse, Anlageziele oder Risikobereitschaften.
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Methodik und Datenquellen.
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Methodik und Datenquellen.
Keine Anlageberatung, keine individuelle Empfehlung.
Der Glück Conviction Score ist das Ergebnis eines regelbasierten Scoring-Modells aus öffentlich
verfügbaren Daten. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.