| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 3.625.285.868 $ | +723.926.973 $ | +926,5 % | 2.739.865.190 $ | +211.336.741 $ | +316,3 % | 2.490.509.919 $ | -101.657.432 $ | +662,1 % | 2.504.926.881 $ | -1.541.354.436 $ | +72,7 % | |
| Rockefeller Capital Management L.P. | 1.597.625.599 $ | +222.263.225 $ | +16,2 % | 1.375.362.374 $ | +26.035.365 $ | +1,9 % | 1.349.327.009 $ | -227.402.287 $ | -14,4 % | 1.576.729.296 $ | -1.677.868.634 $ | -51,6 % |
| CENTAURUS FINANCIAL, INC. | 217.580.000 $ | +80.407.000 $ | +58,6 % | 137.173.000 $ | -8.484.000 $ | -5,8 % | 145.657.000 $ | +28.796.000 $ | +24,6 % | 116.861.000 $ | +37.011.000 $ | +46,4 % |
| ENVESTNET ASSET MANAGEMENT INC | 196.386.217 $ | +54.950.513 $ | +38,9 % | 141.435.704 $ | +48.582.600 $ | +52,3 % | 92.853.104 $ | -4.185.297 $ | -4,3 % | 97.038.401 $ | +5.195.700 $ | +5,7 % |
| INTECH INVESTMENT MANAGEMENT LLC | 132.511.128 $ | +17.770.431 $ | +15,5 % | 114.740.697 $ | +3.294.631 $ | +3,0 % | 111.446.066 $ | +16.364.695 $ | +17,2 % | 95.081.371 $ | +20.973.575 $ | +28,3 % |
| TEXAS PERMANENT SCHOOL FUND CORP | 121.004.606 $ | +14.575.075 $ | +13,7 % | 106.429.531 $ | -5.718.759 $ | -5,1 % | 112.148.290 $ | +17.726.436 $ | +18,8 % | 94.421.854 $ | +20.666.766 $ | +28,0 % |
| Cannell & Spears LLC | 75.901.872 $ | +7.020.465 $ | +10,2 % | 68.881.407 $ | -4.146.764 $ | -5,7 % | 73.028.171 $ | +1.890.612 $ | +2,7 % | 71.137.559 $ | +5.311.628 $ | +8,1 % |
| LPL Financial LLC | 66.173.504 $ | +46.423.803 $ | +235,1 % | 19.749.701 $ | -10.615.380 $ | -35,0 % | 30.365.081 $ | +4.890.096 $ | +19,2 % | 25.474.985 $ | +4.339.848 $ | +20,5 % |
| Beaumont Financial Advisors, LLC | 46.574.124 $ | +26.049.644 $ | +126,9 % | 20.524.480 $ | -2.863.529 $ | -12,2 % | 23.388.009 $ | +1.318.524 $ | +6,0 % | 22.069.485 $ | +7.417.801 $ | +50,6 % |
| ROYAL BANK OF CANADA | 36.122.000 $ | +8.103.000 $ | +28,9 % | 28.019.000 $ | +24.883.000 $ | +793,5 % | 3.136.000 $ | +3.106.000 $ | +10.353,3 % | 30.000 $ | -26.000 $ | -46,4 % |
| SouthState Bank Corp | 35.986.635 $ | +9.947.621 $ | +38,2 % | 26.039.014 $ | +4.400.579 $ | +20,3 % | 21.638.435 $ | +12.886.976 $ | +147,3 % | 8.751.459 $ | +8.561.584 $ | +4.509,1 % |
| HighTower Advisors, LLC | 35.825.162 $ | +16.281.168 $ | +83,3 % | 19.543.994 $ | +15.524.362 $ | +386,2 % | 4.019.632 $ | |||||
| Gradient Investments LLC | 33.814.410 $ | |||||||||||
| FIDUCIARY TRUST CO | 30.444.624 $ | +3.815.254 $ | +14,3 % | 26.629.370 $ | -913.624 $ | -3,3 % | 27.542.994 $ | +1.126.587 $ | +4,3 % | 26.416.407 $ | +1.444.979 $ | +5,8 % |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 28.890.914 $ | |||||||||||
| StoneX Group Inc. | 28.213.006 $ | +4.322.693 $ | +18,1 % | 23.890.313 $ | +463.330 $ | +2,0 % | 23.426.983 $ | -766.396 $ | -3,2 % | 24.193.379 $ | -217.922 $ | -0,9 % |
| KEYBANK NATIONAL ASSOCIATION/OH | 27.368.303 $ | +279.280 $ | +1,0 % | 27.089.023 $ | -545.331 $ | -2,0 % | 27.634.354 $ | +1.130.323 $ | +4,3 % | 26.504.031 $ | +1.449.411 $ | +5,8 % |
| Teamwork Financial Advisors, LLC | 25.959.253 $ | +5.939.848 $ | +29,7 % | 20.019.405 $ | ||||||||
| &PARTNERS | 25.321.375 $ | +7.764.855 $ | +44,2 % | 17.556.520 $ | +10.931.890 $ | +165,0 % | 6.624.630 $ | |||||
| Merit Financial Group, LLC | 24.593.489 $ | +1.684.057 $ | +7,4 % | 22.909.432 $ | +5.088.230 $ | +28,6 % | 17.821.202 $ | +105.637 $ | +0,6 % | 17.715.565 $ | ||
| Cambridge Investment Research Advisors, Inc. | 23.802.000 $ | +17.038.000 $ | +251,9 % | 6.764.000 $ | +2.945.000 $ | +77,1 % | 3.819.000 $ | +1.792.000 $ | +88,4 % | 2.027.000 $ | +817.000 $ | +67,5 % |
| VanWeelden Wealth Management, LLC | 23.435.356 $ | |||||||||||
| Measured Risk Portfolios, Inc. | 22.856.925 $ | +21.685.886 $ | +1.851,9 % | 1.171.039 $ | +523.546 $ | +80,9 % | 647.493 $ | +270.000 $ | +71,5 % | 377.493 $ | ||
| ALLIANZ SE | 21.572.174 $ | -81.168 $ | -0,4 % | 21.653.342 $ | -149.850 $ | -0,7 % | 21.803.192 $ | |||||
| Allianz Investment Management U.S. LLC | 21.715.780 $ | +325.425 $ | +1,5 % | |||||||||
| JANE STREET GROUP, LLC | 14.823.781 $ | -6.537.755 $ | -30,6 % | 21.361.536 $ | +10.637.458 $ | +99,2 % | 10.724.078 $ | -2.312.451 $ | -17,7 % | 13.036.529 $ | +889.246 $ | +7,3 % |
| MANNING & NAPIER ADVISORS LLC | 19.298.963 $ | -425.081 $ | -2,2 % | 19.724.044 $ | -823.283 $ | -4,0 % | 20.547.327 $ | -635.999 $ | -3,0 % | 21.183.326 $ | +24.882 $ | +0,1 % |
| Belpointe Asset Management LLC | 20.870.785 $ | +7.228.550 $ | +53,0 % | 13.642.235 $ | +2.812.288 $ | +26,0 % | 10.829.947 $ | +85.041 $ | +0,8 % | 10.744.906 $ | +10.402.710 $ | +3.040,0 % |
| Reliant Wealth Planning | 20.095.643 $ | +4.738.367 $ | +30,9 % | 15.357.276 $ | +802.271 $ | +5,5 % | 14.555.005 $ | |||||
| Peregrine Asset Advisers, Inc. | 19.489.142 $ | +473.874 $ | +2,5 % | 19.015.268 $ | -1.021.744 $ | -5,1 % | 20.037.012 $ | +326.718 $ | +1,7 % | 19.710.294 $ | +1.055.139 $ | +5,7 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 19.391.500 $ | +3.842.839 $ | +24,7 % | 15.548.661 $ | -429.854 $ | -2,7 % | 15.978.515 $ | +4.027.062 $ | +33,7 % | 11.951.453 $ | +5.951.928 $ | +99,2 % |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 17.496.671 $ | +3.919.125 $ | +28,9 % | 13.577.546 $ | +4.852.513 $ | +55,6 % | 8.725.033 $ | +8.379.626 $ | +2.426,0 % | 345.407 $ | +75.998 $ | +28,2 % |
| Brookwood Investment Group LLC | 9.754.670 $ | -7.455.690 $ | -43,3 % | 17.210.360 $ | +16.999.943 $ | +8.079,2 % | 210.417 $ | |||||
| Chicago Partners Investment Group LLC | 17.132.781 $ | +6.489.711 $ | +61,0 % | 10.643.070 $ | +3.884.840 $ | +57,5 % | 6.758.230 $ | +1.535.314 $ | +29,4 % | 5.222.916 $ | ||
| Second Half Financial Partners, LLC | 15.963.803 $ | +363.601 $ | +2,3 % | 15.600.202 $ | -623.316 $ | -3,8 % | 16.223.518 $ | -450.172 $ | -2,7 % | 16.673.690 $ | -2.880 $ | -0,0 % |
| GC Wealth Management RIA, LLC | 16.071.272 $ | -309.793 $ | -1,9 % | 16.381.065 $ | +1.987.984 $ | +13,8 % | 14.393.081 $ | |||||
| CITADEL ADVISORS LLC | 10.591.494 $ | -5.760.435 $ | -35,2 % | 16.351.929 $ | +2.693.006 $ | +19,7 % | 13.658.923 $ | +12.539.468 $ | +1.120,1 % | 1.119.455 $ | -59.133 $ | -5,0 % |
| HOHIMER WEALTH MANAGEMENT, LLC | 15.051.032 $ | |||||||||||
| American Financial Advisors, LLC | 12.545.724 $ | |||||||||||
| Tyche Wealth Partners LLC | 12.235.126 $ | +6.523.019 $ | +114,2 % | 5.712.107 $ | +1.650.359 $ | +40,6 % | 4.061.748 $ | +821.187 $ | +25,3 % | 3.240.561 $ | +1.964.305 $ | +153,9 % |
| TrueWealth Advisors, LLC | 11.668.736 $ | +2.629.272 $ | +29,1 % | 9.039.464 $ | +8.833.224 $ | +4.283,0 % | 206.240 $ | |||||
| STIFEL FINANCIAL CORP | 11.085.668 $ | +4.033.350 $ | +57,2 % | 7.052.318 $ | +479.187 $ | +7,3 % | 6.573.131 $ | +6.228.930 $ | +1.809,7 % | 344.201 $ | ||
| NewEdge Advisors, LLC | 10.736.800 $ | +7.402.207 $ | +222,0 % | 3.334.593 $ | +628.532 $ | +23,2 % | 2.706.061 $ | +2.140.325 $ | +378,3 % | 565.736 $ | +142.000 $ | +33,5 % |
| Pinnacle Wealth Management, LLC | 10.440.815 $ | -216.796 $ | -2,0 % | 10.657.611 $ | +7.732.136 $ | +264,3 % | 2.925.475 $ | |||||
| First Heartland Consultants, Inc. | 9.921.772 $ | +2.753.656 $ | +38,4 % | 7.168.116 $ | +6.453.406 $ | +902,9 % | 714.710 $ | +116.320 $ | +19,4 % | 598.390 $ | +28.443 $ | +5,0 % |
| MARSHALL WACE, LLP | 9.597.545 $ | +8.711.274 $ | +982,9 % | 886.271 $ | +605.980 $ | +216,2 % | 280.291 $ | |||||
| Reyes Financial Architecture, Inc. | 538.648 $ | -3.816.646 $ | -87,6 % | 4.355.294 $ | -5.067.322 $ | -53,8 % | 9.422.616 $ | |||||
| OneAscent Financial Services LLC | 9.341.722 $ | +628.106 $ | +7,2 % | 8.713.616 $ | +1.445.921 $ | +19,9 % | 7.267.695 $ | +4.172.683 $ | +134,8 % | 3.095.012 $ | -1.441.988 $ | -31,8 % |
| TD Waterhouse Canada Inc. | 9.156.735 $ | +8.877.649 $ | +3.181,0 % | 279.086 $ | -3.957.080 $ | -93,4 % | 4.236.166 $ | +4.224.416 $ | +35.952,5 % | 11.750 $ | +92 $ | +0,8 % |
| Redhawk Wealth Advisors, Inc. | 774.208 $ | +118.397 $ | +18,1 % | 655.811 $ | -4.764.479 $ | -87,9 % | 5.420.290 $ | -3.507.349 $ | -39,3 % | 8.927.639 $ | ||
| Kingsview Wealth Management, LLC | 8.483.906 $ | +7.989.938 $ | +1.617,5 % | 493.968 $ | ||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.294.556 $ | +4.111.614 $ | +98,3 % | 4.182.942 $ | -2.077.055 $ | -33,2 % | 6.259.997 $ | +1.727.704 $ | +38,1 % | 4.532.293 $ | -695.690 $ | -13,3 % |
| Kestra Advisory Services, LLC | 7.952.154 $ | +4.295.541 $ | +117,5 % | 3.656.613 $ | +1.585.318 $ | +76,5 % | 2.071.295 $ | +1.714.903 $ | +481,2 % | 356.392 $ | +9.399 $ | +2,7 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.881.880 $ | +4.191.430 $ | +113,6 % | 3.690.450 $ | -464.250 $ | -11,2 % | 4.154.700 $ | +628.700 $ | +17,8 % | 3.526.000 $ | +413.000 $ | +13,3 % |
| ALTFEST L J & CO INC | 7.823.323 $ | |||||||||||
| WT Wealth Management | 7.774.779 $ | +2.275.814 $ | +41,4 % | 5.498.965 $ | ||||||||
| ZENITH SOLUTIONS, INC. | 7.748.024 $ | |||||||||||
| SMITH, MOORE & CO. | 7.463.353 $ | +2.601.559 $ | +53,5 % | 4.861.794 $ | +204.208 $ | +4,4 % | 4.657.586 $ | |||||
| FWG Holdings, LLC | 7.440.058 $ | +156.517 $ | +2,1 % | 7.283.541 $ | +824.895 $ | +12,8 % | 6.458.646 $ | |||||
| Arax Advisory Partners | 7.328.018 $ | +6.900.100 $ | +1.612,5 % | 427.918 $ | ||||||||
| DKM Wealth Management, Inc. | 7.041.022 $ | +1.963.206 $ | +38,7 % | 5.077.816 $ | +2.627.903 $ | +107,3 % | 2.449.913 $ | |||||
| MML INVESTORS SERVICES, LLC | 7.005.572 $ | +3.676.409 $ | +110,4 % | 3.329.163 $ | ||||||||
| KINGSWOOD WEALTH ADVISORS, LLC | 6.867.571 $ | +435.334 $ | +6,8 % | 6.432.237 $ | +1.613.717 $ | +33,5 % | 4.818.520 $ | +2.281.852 $ | +90,0 % | 2.536.668 $ | +1.172.555 $ | +86,0 % |
| Foguth Wealth Management, LLC. | 6.851.268 $ | |||||||||||
| Sun Financial Inc | 6.830.618 $ | +1.103.438 $ | +19,3 % | 5.727.180 $ | +1.297.858 $ | +29,3 % | 4.429.322 $ | |||||
| SFI Advisors, LLC | 6.793.406 $ | +3.357.959 $ | +97,7 % | 3.435.447 $ | -2.394.050 $ | -41,1 % | 5.829.497 $ | +230.023 $ | +4,1 % | 5.599.474 $ | +1.037.092 $ | +22,7 % |
| JPMORGAN CHASE & CO | 5.663.439 $ | +443.181 $ | +8,5 % | 5.220.258 $ | +2.026.731 $ | +63,5 % | 3.193.527 $ | -3.537.563 $ | -52,6 % | 6.731.090 $ | -5.486.522 $ | -44,9 % |
| Carter Financial Group, INC. | 6.695.299 $ | +5.371.781 $ | +405,9 % | 1.323.518 $ | +838.967 $ | +173,1 % | 484.551 $ | +153.129 $ | +46,2 % | 331.422 $ | +120.147 $ | +56,9 % |
| Pasadena Private Wealth, LLC | 6.444.706 $ | |||||||||||
| MATHER GROUP, LLC. | 6.395.189 $ | +3.837.152 $ | +150,0 % | 2.558.037 $ | ||||||||
| GTS SECURITIES LLC | 6.080.101 $ | +1.185.892 $ | +24,2 % | 4.894.209 $ | +3.351.613 $ | +217,3 % | 1.542.596 $ | -2.475.108 $ | -61,6 % | 4.017.704 $ | +2.008.300 $ | +99,9 % |
| Clearstead Advisors, LLC | 5.914.526 $ | +626.481 $ | +11,8 % | 5.288.045 $ | -201.109 $ | -3,7 % | 5.489.154 $ | -497.227 $ | -8,3 % | 5.986.381 $ | +486.831 $ | +8,9 % |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 5.876.026 $ | -107.772 $ | -1,8 % | 5.983.798 $ | +709.383 $ | +13,4 % | 5.274.415 $ | |||||
| Private Advisor Group, LLC | 5.819.595 $ | -4.083 $ | -0,1 % | 5.823.678 $ | -88.030 $ | -1,5 % | 5.911.708 $ | |||||
| Geneos Wealth Management Inc. | 5.765.940 $ | +265.587 $ | +4,8 % | 5.500.353 $ | -331.424 $ | -5,7 % | 5.831.777 $ | +2.989.613 $ | +105,2 % | 2.842.164 $ | ||
| OLD MISSION CAPITAL LLC | 5.689.646 $ | +3.898.442 $ | +217,6 % | 1.791.204 $ | +1.240.939 $ | +225,5 % | 550.265 $ | -2.056.464 $ | -78,9 % | 2.606.729 $ | +921.221 $ | +54,7 % |
| Westfuller Advisors, LLC | 5.303.718 $ | +600.807 $ | +12,8 % | 4.702.911 $ | -180.841 $ | -3,7 % | 4.883.752 $ | +117.256 $ | +2,5 % | 4.766.496 $ | +198.612 $ | +4,3 % |
| NATURAL INVESTMENTS, LLC | 5.097.000 $ | +651.000 $ | +14,6 % | 4.446.000 $ | +1.562.000 $ | +54,2 % | 2.884.000 $ | +392.000 $ | +15,7 % | 2.492.000 $ | +557.000 $ | +28,8 % |
| Orgel Wealth Management, LLC | 5.094.502 $ | +127.909 $ | +2,6 % | 4.966.593 $ | -58.029 $ | -1,2 % | 5.024.622 $ | +102.278 $ | +2,1 % | 4.922.344 $ | +284.302 $ | +6,1 % |
| RAYMOND JAMES FINANCIAL INC | 5.038.744 $ | +1.890.226 $ | +60,0 % | 3.148.518 $ | +3.139.992 $ | +36.828,4 % | ||||||
| Noble Wealth Management PBC | 4.975.925 $ | +3.971.281 $ | +395,3 % | 1.004.644 $ | +157.743 $ | +18,6 % | 846.901 $ | -27.146 $ | -3,1 % | 874.047 $ | ||
| Farther Finance Advisors, LLC | 4.862.043 $ | +2.896.612 $ | +147,4 % | 1.965.431 $ | +482.422 $ | +32,5 % | 1.483.009 $ | +1.411.666 $ | +1.978,7 % | 71.343 $ | ||
| Longitude (Cayman) Ltd. | 4.838.750 $ | |||||||||||
| Equitable Holdings, Inc. | 2.377.909 $ | -2.179.576 $ | -47,8 % | 4.557.485 $ | +4.098.051 $ | +892,0 % | 459.434 $ | |||||
| Emissary Wealth LLC | 4.175.389 $ | +2.498.393 $ | +149,0 % | 1.676.996 $ | +719.433 $ | +75,1 % | 957.563 $ | |||||
| U.S. Capital Wealth Advisors, LLC | 4.099.657 $ | +2.499.909 $ | +156,3 % | 1.599.748 $ | +136.537 $ | +9,3 % | 1.463.211 $ | +463.227 $ | +46,3 % | |||
| FRANKLIN RESOURCES INC | 4.079.936 $ | +460.085 $ | +12,7 % | 3.619.851 $ | -392.883 $ | -9,8 % | 4.012.734 $ | -3.101 $ | -0,1 % | 4.015.835 $ | +142.921 $ | +3,7 % |
| Berbice Capital Management LLC | 3.976.384 $ | +2.828.008 $ | +246,3 % | 1.148.376 $ | +1.050.174 $ | +1.069,4 % | 98.202 $ | +59.559 $ | +154,1 % | 38.643 $ | ||
| VestGen Advisors, LLC | 3.964.758 $ | +111.228 $ | +2,9 % | 3.853.530 $ | +1.764.398 $ | +84,5 % | 2.089.132 $ | |||||
| Arcus Capital Partners, LLC | 3.943.947 $ | |||||||||||
| Mattson Financial Services, LLC | 3.886.781 $ | |||||||||||
| WELLS FARGO & COMPANY/MN | 3.873.532 $ | +3.860.134 $ | +28.811,3 % | 13.398 $ | -1.630 $ | -10,8 % | 15.028 $ | +14.987 $ | +36.553,7 % | 41 $ | +26 $ | +173,3 % |
| Game Plan Financial Advisors, LLC | 3.781.257 $ | +920.013 $ | +32,2 % | 2.861.244 $ | -216.356 $ | -7,0 % | 3.077.600 $ | |||||
| Sigma Planning Corp | 3.750.775 $ | +500.416 $ | +15,4 % | 3.250.359 $ | ||||||||
| IFP Advisors, Inc | 12.478 $ | -2.974.884 $ | -99,6 % | 2.987.362 $ | -210.101 $ | -6,6 % | 3.197.463 $ | -467.816 $ | -12,8 % | 3.665.279 $ | +243.328 $ | +7,1 % |
| Miller Global Investments, LLC | 3.604.041 $ | +121.068 $ | +3,5 % | 3.482.973 $ | +1.539.372 $ | +79,2 % | 1.943.601 $ | |||||
| Delta Investment Management, LLC | 3.599.982 $ | +1.908.977 $ | +112,9 % | 1.691.005 $ | +973.756 $ | +135,8 % | 717.249 $ | |||||
| Marble Harbor Investment Counsel, LLC | 3.585.039 $ | +359.689 $ | +11,2 % | 3.225.350 $ | +2.567.865 $ | +390,6 % | 657.485 $ | -28.062 $ | -4,1 % | 685.547 $ | +9.757 $ | +1,4 % |
| BRIGHTON JONES LLC | 3.489.574 $ | +492.305 $ | +16,4 % | 2.997.269 $ | -49.472 $ | -1,6 % | 3.046.741 $ | -130.039 $ | -4,1 % | 3.176.780 $ | +45.213 $ | +1,4 % |
| Weaver Consulting Group | 3.382.459 $ | +663.637 $ | +24,4 % | 2.718.822 $ | +621.910 $ | +29,7 % | 2.096.912 $ | |||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.373.952 $ | |||||||||||
| Quantinno Capital Management LP | 3.251.576 $ | +743.784 $ | +29,7 % | 2.507.792 $ | -540.489 $ | -17,7 % | 3.048.281 $ | -130.104 $ | -4,1 % | 3.178.385 $ | +45.235 $ | +1,4 % |
| FLOW TRADERS U.S. LLC | 2.481.000 $ | -763.000 $ | -23,5 % | 3.244.000 $ | +1.805.000 $ | +125,4 % | 1.439.000 $ | -44.000 $ | -3,0 % | 1.483.000 $ | -406.000 $ | -21,5 % |
| Bleakley Financial Group, LLC | 3.215.249 $ | |||||||||||
| TRUE Private Wealth Advisors | 3.182.063 $ | +124.392 $ | +4,1 % | 3.057.671 $ | +1.599.462 $ | +109,7 % | 1.458.209 $ | +910.303 $ | +166,1 % | 547.906 $ | +271.959 $ | +98,6 % |
| Navis Wealth Advisors, LLC | 3.097.828 $ | |||||||||||
| Formidable Asset Management, LLC | 3.008.011 $ | +420.350 $ | +16,2 % | 2.587.661 $ | +584.740 $ | +29,2 % | 2.002.921 $ | |||||
| MGO ONE SEVEN LLC | 1.781.713 $ | -1.187.937 $ | -40,0 % | 2.969.650 $ | +244.742 $ | +9,0 % | ||||||
| TRED AVON FAMILY WEALTH, LLC | 2.931.960 $ | +2.211.160 $ | +306,8 % | 720.800 $ | ||||||||
| Integrated Wealth Concepts LLC | 2.321.709 $ | -497.014 $ | -17,6 % | 2.818.723 $ | +2.033.811 $ | +259,1 % | 784.912 $ | -142.077 $ | -15,3 % | 926.989 $ | +114.916 $ | +14,2 % |
| Belvedere Trading LLC | 2.808.005 $ | |||||||||||
| Atria Investments, Inc | 339.040 $ | +10.222 $ | +3,1 % | 328.818 $ | +26.620 $ | +8,8 % | 302.198 $ | -2.444.883 $ | -89,0 % | 2.747.081 $ | +637.270 $ | +30,2 % |
| SILVER OAK SECURITIES, INCORPORATED | 2.742.805 $ | |||||||||||
| Gladstone Institutional Advisory LLC | 2.682.146 $ | +1.789.882 $ | +200,6 % | 892.264 $ | +675.464 $ | +311,6 % | 216.800 $ | -1.938.818 $ | -89,9 % | 2.155.618 $ | +17.139 $ | +0,8 % |
| BXM Wealth LLC | 2.674.915 $ | +1.385.524 $ | +107,5 % | 1.289.391 $ | +410.215 $ | +46,7 % | 879.176 $ | |||||
| Visionary Wealth Advisors | 2.643.950 $ | +1.993.333 $ | +306,4 % | 650.617 $ | +378.748 $ | +139,3 % | 271.869 $ | +50.917 $ | +23,0 % | 220.952 $ | ||
| Larson Financial Group LLC | 2.643.025 $ | |||||||||||
| Client First Investment Management LLC | 2.637.871 $ | |||||||||||
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 2.573.950 $ | +193.352 $ | +8,1 % | 2.380.598 $ | +132.867 $ | +5,9 % | 2.247.731 $ | |||||
| ZEGA Investments, LLC | 2.562.643 $ | +535.685 $ | +26,4 % | 2.026.958 $ | ||||||||
| OneAscent Wealth Management LLC | 2.542.915 $ | +722.648 $ | +39,7 % | 1.820.267 $ | +228.928 $ | +14,4 % | 1.591.339 $ | +346.702 $ | +27,9 % | 1.244.637 $ | +635.637 $ | +104,4 % |
| Texas Capital Bank Wealth Management Services Inc | 2.468.384 $ | +442.950 $ | +21,9 % | 2.025.434 $ | -54.665 $ | -2,6 % | 2.080.099 $ | |||||
| Orion Porfolio Solutions, LLC | 2.373.540 $ | |||||||||||
| BROWN ADVISORY INC | 2.142.473 $ | +16.710 $ | +0,8 % | 2.125.763 $ | -137.809 $ | -6,1 % | 2.263.572 $ | -41.907 $ | -1,8 % | 2.305.479 $ | -131.267 $ | -5,4 % |
| VISTA INVESTMENT PARTNERS II, LLC | 2.202.875 $ | |||||||||||
| Balance Wealth Partners LLC | 2.156.855 $ | |||||||||||
| Berkeley Capital Partners, LLC | 291.846 $ | -1.835.830 $ | -86,3 % | 2.127.676 $ | ||||||||
| Rossby Financial, LCC | 2.118.862 $ | +402.320 $ | +23,4 % | 1.716.542 $ | -11.795 $ | -0,7 % | 1.728.337 $ | +31.995 $ | +1,9 % | 1.696.342 $ | +150.836 $ | +9,8 % |
| Mariner, LLC | 2.118.076 $ | +1.168.603 $ | +123,1 % | 949.473 $ | +680.289 $ | +252,7 % | ||||||
| Clear Creek Financial Management, LLC | 2.049.475 $ | +891.031 $ | +76,9 % | 1.158.444 $ | +169.468 $ | +17,1 % | 988.976 $ | |||||
| BANK OF AMERICA CORP /DE/ | 2.029.304 $ | +1.594.353 $ | +366,6 % | 434.951 $ | -44.214 $ | -9,2 % | 479.165 $ | +32.345 $ | +7,2 % | 446.820 $ | +5.063 $ | +1,1 % |
| Tolleson Wealth Management, Inc. | 1.957.810 $ | -28.023 $ | -1,4 % | 1.985.833 $ | +729.902 $ | +58,1 % | 1.255.931 $ | +5.779 $ | +0,5 % | 1.250.152 $ | +27.616 $ | +2,3 % |
| Concurrent Investment Advisors, LLC | 1.876.318 $ | +364.503 $ | +24,1 % | 1.511.815 $ | +1.120.520 $ | +286,4 % | 391.295 $ | |||||
| Johnson & White Wealth Management, LLC | 1.867.624 $ | +145.514 $ | +8,4 % | 1.722.110 $ | +1.078.802 $ | +167,7 % | 643.308 $ | |||||
| GREENLEAF TRUST | 1.716.550 $ | +132.651 $ | +8,4 % | 1.583.899 $ | -162.475 $ | -9,3 % | 1.746.374 $ | -107.411 $ | -5,8 % | 1.853.785 $ | +47.913 $ | +2,7 % |
| Per Stirling Capital Management, LLC. | 1.838.004 $ | |||||||||||
| Greenwich Wealth Management LLC | 1.826.000 $ | +434.000 $ | +31,2 % | 1.392.000 $ | ||||||||
| MORGAN STANLEY | 1.813.055 $ | +1.120.023 $ | +161,6 % | 693.032 $ | -71.323 $ | -9,3 % | 764.355 $ | +697.561 $ | +1.044,3 % | 66.794 $ | +2.927 $ | +4,6 % |
| Balboa Wealth Partners | 1.486.691 $ | -244.183 $ | -14,1 % | 1.730.874 $ | -36.120 $ | -2,0 % | 1.766.994 $ | +344.065 $ | +24,2 % | 1.422.929 $ | +1.165.486 $ | +452,7 % |
| GOLDMAN SACHS GROUP INC | 1.250.178 $ | -464.190 $ | -27,1 % | 1.714.368 $ | -42.370 $ | -2,4 % | 1.756.738 $ | +220.355 $ | +14,3 % | 1.536.383 $ | +90.695 $ | +6,3 % |
| Aurora Private Wealth, Inc. | 1.727.000 $ | +1.006.000 $ | +139,5 % | 721.000 $ | +33.000 $ | +4,8 % | 688.000 $ | |||||
| COMMERCE BANK | 1.670.381 $ | +235.690 $ | +16,4 % | 1.434.691 $ | ||||||||
| Rock Creek Group LLC | 1.654.330 $ | +110.202 $ | +7,1 % | 1.544.128 $ | -75.607 $ | -4,7 % | 1.619.735 $ | +33.498 $ | +2,1 % | 1.586.237 $ | +39.074 $ | +2,5 % |
| Snowden Capital Advisors LLC | 1.647.992 $ | +548.738 $ | +49,9 % | 1.099.254 $ | +82.950 $ | +8,2 % | 1.016.304 $ | +586.710 $ | +136,6 % | 429.594 $ | +32.882 $ | +8,3 % |
| Ankerstar Wealth, LLC | 1.623.566 $ | +687.584 $ | +73,5 % | 935.982 $ | ||||||||
| Independent Wealth Network Inc. | 1.479.038 $ | +204.771 $ | +16,1 % | 1.274.267 $ | -302.152 $ | -19,2 % | 1.576.419 $ | |||||
| CIBC WORLD MARKET INC. | 1.567.527 $ | +299.532 $ | +23,6 % | 1.267.995 $ | ||||||||
| Focus Partners Wealth | 1.564.552 $ | +672.111 $ | +75,3 % | 892.441 $ | -43.624 $ | -4,7 % | 936.065 $ | +27.143 $ | +3,0 % | 908.922 $ | +284.090 $ | +45,5 % |
| Janney Montgomery Scott LLC | 1.501.000 $ | +1.166.000 $ | +348,1 % | 335.000 $ | ||||||||
| Skyline Advisors, Inc. | 1.490.477 $ | +416.683 $ | +38,8 % | 1.073.794 $ | +395.900 $ | +58,4 % | 677.894 $ | +72.264 $ | +11,9 % | 605.630 $ | +35.787 $ | +6,3 % |
| ATX Financial Planning, LLC | 1.480.555 $ | +749.393 $ | +102,5 % | 731.162 $ | +428.209 $ | +141,3 % | 302.953 $ | |||||
| FineMark National Bank & Trust | 1.461.655 $ | +14.490 $ | +1,0 % | 1.447.165 $ | +56.294 $ | +4,0 % | ||||||
| PRINCIPAL SECURITIES, INC. | 1.419.170 $ | +295.121 $ | +26,3 % | 1.124.049 $ | ||||||||
| Tidal Investments LLC | 1.406.933 $ | +313.700 $ | +28,7 % | 1.093.233 $ | +35.945 $ | +3,4 % | 1.057.288 $ | +37.980 $ | +3,7 % | |||
| Strategic Blueprint, LLC | 1.399.287 $ | +375.854 $ | +36,7 % | 1.023.433 $ | +73.091 $ | +7,7 % | 950.342 $ | +598.438 $ | +170,1 % | 351.904 $ | ||
| BLAIR WILLIAM & CO/IL | 1.398.005 $ | +274.523 $ | +24,4 % | 1.123.482 $ | +199.596 $ | +21,6 % | 923.886 $ | +28.486 $ | +3,2 % | 895.400 $ | +123.922 $ | +16,1 % |
| PFG Investments, LLC | 1.372.475 $ | +328.910 $ | +31,5 % | 1.043.565 $ | +148.686 $ | +16,6 % | 894.879 $ | +551.245 $ | +160,4 % | 343.634 $ | +13.411 $ | +4,1 % |
| Wealthfront Advisers LLC | 1.359.967 $ | +219.464 $ | +19,2 % | 1.140.503 $ | -26.802 $ | -2,3 % | 1.167.305 $ | +59.117 $ | +5,3 % | 1.108.188 $ | +10.699 $ | +1,0 % |
| CIBC Bancorp USA Inc. | 1.297.356 $ | +1.057.158 $ | +440,1 % | 240.198 $ | ||||||||
| Stratos Wealth Partners, LTD. | 1.286.901 $ | |||||||||||
| Wealthstar Advisors, LLC | 1.276.920 $ | +712.476 $ | +126,2 % | 564.444 $ | +55.758 $ | +11,0 % | 508.686 $ | +40.866 $ | +8,7 % | 467.820 $ | +142.976 $ | +44,0 % |
| Camarda Financial Advisors, LLC | 1.274.352 $ | +115.918 $ | +10,0 % | 1.158.434 $ | -34.910 $ | -2,9 % | 1.193.344 $ | -59.577 $ | -4,8 % | 1.252.921 $ | -12.040 $ | -1,0 % |
| UPTICK PARTNERS, LLC | 1.270.240 $ | +973.685 $ | +328,3 % | 296.555 $ | ||||||||
| South Shore Capital Advisors | 1.254.629 $ | +206.652 $ | +19,7 % | 1.047.977 $ | -32.406 $ | -3,0 % | 1.080.383 $ | |||||
| Trek Financial, LLC | 1.143.231 $ | -66.007 $ | -5,5 % | 1.209.238 $ | +356.008 $ | +41,7 % | 853.230 $ | +320.259 $ | +60,1 % | 532.971 $ | ||
| MIRAE ASSET SECURITIES (USA) INC. | 770.105 $ | -298.911 $ | -28,0 % | 1.069.016 $ | -130.543 $ | -10,9 % | 1.199.559 $ | +159.198 $ | +15,3 % | 1.040.361 $ | -60.510 $ | -5,5 % |
| Hibernia Wealth Partners, LLC | 632.773 $ | -484.211 $ | -43,3 % | 1.116.984 $ | -61.724 $ | -5,2 % | 1.178.708 $ | +532.634 $ | +82,4 % | 646.074 $ | ||
| D.A. DAVIDSON & CO. | 1.159.625 $ | +145.093 $ | +14,3 % | 1.014.532 $ | +166.679 $ | +19,7 % | 847.853 $ | +488.701 $ | +136,1 % | 359.152 $ | ||
| STEPHENS INC /AR/ | 1.137.486 $ | |||||||||||
| Sankala Group LLC | 1.131.373 $ | +626.612 $ | +124,1 % | 504.761 $ | +26.254 $ | +5,5 % | 478.507 $ | |||||
| Financial Gravity Companies, Inc. | 1.130.676 $ | |||||||||||
| PKS Advisory Services, LLC | 1.130.511 $ | |||||||||||
| Riverwater Partners LLC | 1.128.418 $ | +102.241 $ | +10,0 % | 1.026.177 $ | +14.844 $ | +1,5 % | 1.011.333 $ | +4.964 $ | +0,5 % | |||
| Steward Partners Investment Advisory, LLC | 551.568 $ | -570.028 $ | -50,8 % | 1.121.596 $ | +524.277 $ | +87,8 % | 597.319 $ | +221.029 $ | +58,7 % | 376.290 $ | +115.282 $ | +44,2 % |
| National Philanthropic Trust | 1.120.717 $ | +570.145 $ | +103,6 % | 550.572 $ | +54.388 $ | +11,0 % | 496.184 $ | |||||
| Institute for Wealth Management, LLC. | 1.111.192 $ | +397.939 $ | +55,8 % | 713.253 $ | +426.479 $ | +148,7 % | 286.774 $ | |||||
| MBL Wealth, LLC | 1.094.183 $ | |||||||||||
| LVW Advisors, LLC | 1.067.848 $ | +114.357 $ | +12,0 % | 953.491 $ | +43.575 $ | +4,8 % | 909.916 $ | |||||
| ELEVATUS WELATH MANAGEMENT | 1.009.391 $ | +9.855 $ | +1,0 % | 999.536 $ | -49.709 $ | -4,7 % | 1.049.245 $ | +193.790 $ | +22,7 % | 855.455 $ | +203.833 $ | +31,3 % |
| Glassman Wealth Services | 1.030.917 $ | +66.935 $ | +6,9 % | 963.982 $ | -17.332 $ | -1,8 % | 981.314 $ | +953.180 $ | +3.388,0 % | 28.134 $ | ||
| Vienna Asset Management LLC | 1.025.910 $ | |||||||||||
| Naviter Wealth, LLC | 1.025.791 $ | +677.195 $ | +194,3 % | 348.596 $ | -342.350 $ | -49,5 % | 690.946 $ | +130.475 $ | +23,3 % | 560.471 $ | ||
| BEARING POINT CAPITAL, LLC | 1.017.888 $ | |||||||||||
| WCG Wealth Advisors LLC | 1.013.909 $ | -1.228.781 $ | -54,8 % | |||||||||
| Sanctuary Advisors, LLC | 990.056 $ | |||||||||||
| OSAIC HOLDINGS, INC. | 981.431 $ | +621.048 $ | +172,3 % | 360.383 $ | -173.610 $ | -32,5 % | 533.993 $ | +1.157 $ | +0,2 % | 532.836 $ | +15.357 $ | +3,0 % |
| RFG Advisory, LLC | 963.623 $ | +276.016 $ | +40,1 % | 687.607 $ | -207.294 $ | -23,2 % | 894.901 $ | +588.663 $ | +192,2 % | 306.238 $ | +28.725 $ | +10,4 % |
| SIMPLEX TRADING, LLC | 957.964 $ | +813.555 $ | +563,4 % | 144.409 $ | +65.227 $ | +82,4 % | 79.182 $ | +69.182 $ | +691,8 % | 10.000 $ | ||
| TIAA TRUST, NATIONAL ASSOCIATION | 940.705 $ | -779 $ | -0,1 % | 941.484 $ | +15.628 $ | +1,7 % | ||||||
| RPS ADVISORY SOLUTIONS LLC | 904.630 $ | +5.630 $ | +0,6 % | 899.000 $ | -36.951 $ | -3,9 % | 935.951 $ | +12.935 $ | +1,4 % | 923.016 $ | -258.627 $ | -21,9 % |
| WILLNER & HELLER, LLC | 933.377 $ | +664.650 $ | +247,3 % | 268.727 $ | ||||||||
| Haverford Trust Co | 931.513 $ | +131.417 $ | +16,4 % | 800.096 $ | -13.207 $ | -1,6 % | 813.303 $ | -34.712 $ | -4,1 % | 848.015 $ | +12.069 $ | +1,4 % |
| Ameritas Investment Partners, Inc. | 585.200 $ | +133.926 $ | +29,7 % | 451.274 $ | -475.986 $ | -51,3 % | 927.260 $ | +59.845 $ | +6,9 % | 867.415 $ | +20.647 $ | +2,4 % |
| Millennium Capital Advisors, LLC | 912.114 $ | +167.195 $ | +22,4 % | 744.919 $ | +31.381 $ | +4,4 % | 713.538 $ | |||||
| Centric Wealth Management | 775.763 $ | +0 $ | +0,0 % | 775.763 $ | -124.787 $ | -13,9 % | 900.550 $ | +6.561 $ | +0,7 % | 893.989 $ | +35.871 $ | +4,2 % |
| Venture Visionary Partners LLC | 882.521 $ | +586.052 $ | +197,7 % | 296.469 $ | ||||||||
| Financial Gravity Asset Management, Inc. | 854.201 $ | |||||||||||
| CAPTRUST FINANCIAL ADVISORS | 799.914 $ | +27.043 $ | +3,5 % | 772.871 $ | -64.618 $ | -7,7 % | 837.489 $ | -12.918 $ | -1,5 % | 850.407 $ | ||
| TRUE BLUE FINANCIAL, LLC | 844.988 $ | +53.710 $ | +6,8 % | 791.278 $ | -37.591 $ | -4,5 % | 828.869 $ | |||||
| Howard Capital Management, LLC | 839.365 $ | |||||||||||
| Hennion & Walsh Asset Management, Inc. | 831.687 $ | +328.878 $ | +65,4 % | 502.809 $ | ||||||||
| TrueWealth Financial Partners | 825.610 $ | |||||||||||
| Cresset Asset Management, LLC | 822.795 $ | +84.587 $ | +11,5 % | 738.208 $ | ||||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 787.114 $ | +518.299 $ | +192,8 % | 268.815 $ | -3.671 $ | -1,3 % | 272.486 $ | |||||
| CoreCap Advisors, LLC | 786.987 $ | +21.627 $ | +2,8 % | 765.360 $ | +244.639 $ | +47,0 % | ||||||
| Parallel Advisors, LLC | 786.786 $ | +289.087 $ | +58,1 % | 497.699 $ | +453.882 $ | +1.035,9 % | 43.817 $ | -29.265 $ | -40,0 % | 73.082 $ | +22.706 $ | +45,1 % |
| Elequin Capital, LP | 777.933 $ | |||||||||||
| INSIGNEO ADVISORY SERVICES, LLC | 754.246 $ | +281.557 $ | +59,6 % | 472.689 $ | ||||||||
| Onyx Bridge Wealth Group LLC | 749.936 $ | +58.094 $ | +8,4 % | 691.842 $ | +97.990 $ | +16,5 % | 593.852 $ | +36.949 $ | +6,6 % | 556.903 $ | +113.717 $ | +25,7 % |
| Creative Planning | 735.426 $ | +342.550 $ | +87,2 % | 392.876 $ | -29.302 $ | -6,9 % | 422.178 $ | |||||
| Integrated Advisors Network LLC | 714.457 $ | +179.107 $ | +33,5 % | 535.350 $ | +105.994 $ | +24,7 % | 429.356 $ | |||||
| TCM Advisors, LLC | 499.731 $ | -212.970 $ | -29,9 % | 712.701 $ | +90.044 $ | +14,5 % | 622.657 $ | |||||
| Wealthcare Advisory Partners LLC | 703.040 $ | +450.323 $ | +178,2 % | 252.717 $ | ||||||||
| WealthShield Partners, LLC | 640.716 $ | -56.027 $ | -8,0 % | 696.743 $ | ||||||||
| UBS Group AG | 696.247 $ | +430.511 $ | +162,0 % | 265.736 $ | +135.384 $ | +103,9 % | 130.352 $ | -255.759 $ | -66,2 % | 386.111 $ | -3.126 $ | -0,8 % |
| Betterment LLC | 531.000 $ | -101.000 $ | -16,0 % | 632.000 $ | -64.000 $ | -9,2 % | 696.000 $ | -227.000 $ | -24,6 % | |||
| Summit Financial, LLC | 693.741 $ | |||||||||||
| NewEdge Wealth, LLC | 691.546 $ | |||||||||||
| DAYMARK WEALTH PARTNERS, LLC | 685.968 $ | +487.748 $ | +246,1 % | 198.220 $ | ||||||||
| Advisory Services Network, LLC | 673.127 $ | +499.430 $ | +287,5 % | 173.697 $ | +170.076 $ | +4.696,9 % | 3.621 $ | |||||
| Triumph Capital Management | 663.496 $ | +283.605 $ | +74,7 % | 379.891 $ | ||||||||
| WEDBUSH SECURITIES INC | 659.000 $ | |||||||||||
| Arkadios Wealth Advisors | 274.668 $ | -370.344 $ | -57,4 % | 645.012 $ | ||||||||
| Paladin Wealth, LLC | 615.256 $ | |||||||||||
| Vontobel Holding Ltd. | 614.275 $ | +302.500 $ | +97,0 % | 311.775 $ | ||||||||
| TRUIST FINANCIAL CORP | 606.215 $ | |||||||||||
| Meridian Wealth Management, LLC | 590.884 $ | +203.319 $ | +52,5 % | 387.565 $ | ||||||||
| E&G Advisors, LLC | 590.758 $ | +240.743 $ | +68,8 % | 350.015 $ | +133.862 $ | +61,9 % | 216.153 $ | |||||
| Corient Private Wealth LP | 578.302 $ | +577.969 $ | +173.564,3 % | 333 $ | ||||||||
| SteelPeak Wealth, LLC | 200.479 $ | -377.554 $ | -65,3 % | 578.033 $ | ||||||||
| BECK CAPITAL MANAGEMENT, LLC | 577.463 $ | +287.697 $ | +99,3 % | 289.766 $ | +60.705 $ | +26,5 % | 229.061 $ | |||||
| Grange Capital, LLC | 576.184 $ | |||||||||||
| Sunrise Financial Services, LLC | 331.036 $ | +43.226 $ | +15,0 % | 287.810 $ | -285.273 $ | -49,8 % | 573.083 $ | |||||
| FULLCIRCLE WEALTH LLC | 561.111 $ | +144.739 $ | +34,8 % | |||||||||
| World Investment Advisors | 551.452 $ | |||||||||||
| Simplicity Wealth,LLC | 548.221 $ | +329.957 $ | +151,2 % | 218.264 $ | ||||||||
| Seven Springs Wealth Group, LLC | 538.391 $ | |||||||||||
| Mason & Associates Inc | 530.619 $ | +297.103 $ | +127,2 % | 233.516 $ | ||||||||
| NAPA WEALTH MANAGEMENT | 527.501 $ | -411.790 $ | -43,8 % | |||||||||
| Sincerus Advisory, LLC | 523.910 $ | +117.148 $ | +28,8 % | 406.762 $ | +31.660 $ | +8,4 % | 375.102 $ | +11.451 $ | +3,1 % | 363.651 $ | +25.450 $ | +7,5 % |
| New England Private Wealth Advisors LLC | 523.263 $ | |||||||||||
| ETF Store, Inc. | 510.837 $ | |||||||||||
| HUB Investment Partners, LLC | 505.256 $ | |||||||||||
| Cetera Investment Advisers | 479.646 $ | +261.937 $ | +120,3 % | 217.709 $ | -10.553 $ | -4,6 % | 228.262 $ | +5.954 $ | +2,7 % | 222.308 $ | -469.023 $ | -67,8 % |
| MAINSAIL ASSET MANAGEMENT, LLC | 471.155 $ | |||||||||||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 466.168 $ | |||||||||||
| Sylvest Advisors, LLC | 459.138 $ | |||||||||||
| Riggs Asset Managment Co. Inc. | 443.681 $ | +109.072 $ | +32,6 % | 334.609 $ | -11.491 $ | -3,3 % | 346.100 $ | |||||
| Prospera Financial Services Inc | 439.491 $ | +145.458 $ | +49,5 % | 294.033 $ | ||||||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 424.960 $ | |||||||||||
| DEBUSSY CAPITAL MANAGEMENT LP | 417.417 $ | |||||||||||
| LexAurum Advisors, LLC | 379.732 $ | -24.255 $ | -6,0 % | 403.987 $ | ||||||||
| Ausdal Financial Partners, Inc. | 399.571 $ | +154.823 $ | +63,3 % | 244.748 $ | ||||||||
| INTEGRITY ALLIANCE, LLC. | 398.193 $ | +120.234 $ | +43,3 % | 277.959 $ | -11.668 $ | -4,0 % | 289.627 $ | -5.147 $ | -1,7 % | 294.774 $ | ||
| KINTRA WEALTH, LLC | 246.870 $ | -148.216 $ | -37,5 % | 395.086 $ | ||||||||
| STRATEGY ASSET MANAGERS LLC | 394.729 $ | |||||||||||
| Investor's Fiduciary Advisor Network, LLC | 364.000 $ | -13.000 $ | -3,4 % | 377.000 $ | +31.000 $ | +9,0 % | 346.000 $ | +1.000 $ | +0,3 % | |||
| Oxinas Partners, LLC | 375.364 $ | +170.005 $ | +82,8 % | 205.359 $ | ||||||||
| Lionshead Wealth Management, LLC | 293.582 $ | -11.730 $ | -3,8 % | 305.312 $ | -64.480 $ | -17,4 % | 369.792 $ | -768 $ | -0,2 % | |||
| OLD NATIONAL BANCORP /IN/ | 366.273 $ | +74.958 $ | +25,7 % | 291.315 $ | -5.487 $ | -1,8 % | 296.802 $ | +9.551 $ | +3,3 % | 287.251 $ | +39.474 $ | +15,9 % |
| Slagle Financial, LLC | 365.297 $ | |||||||||||
| TFR Capital, LLC. | 365.127 $ | |||||||||||
| First Affirmative Financial Network | 361.892 $ | +20.085 $ | +5,9 % | 341.807 $ | -496.718 $ | -59,2 % | ||||||
| Choate Investment Advisors | 279.955 $ | -20.269 $ | -6,8 % | 300.224 $ | -54.091 $ | -15,3 % | 354.315 $ | +14.495 $ | +4,3 % | 339.820 $ | +18.586 $ | +5,8 % |
| HARBOUR INVESTMENTS, INC. | 347.559 $ | +115.793 $ | +50,0 % | 231.766 $ | +87.167 $ | +60,3 % | 144.599 $ | +40.001 $ | +38,2 % | 104.598 $ | +72.467 $ | +225,5 % |
| Signature Equity Partners, LLC | 339.363 $ | |||||||||||
| Focus Partners Advisor Solutions, LLC | 334.927 $ | |||||||||||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 313.388 $ | |||||||||||
| Third View Private Wealth, LLC | 311.808 $ | |||||||||||
| Savvy Advisors, Inc. | 308.364 $ | +99.906 $ | +47,9 % | 208.458 $ | ||||||||
| Post Resch Tallon Group Inc. | 306.115 $ | |||||||||||
| PANORAMIC INVESTMENT ADVISORS, LLC | 305.950 $ | |||||||||||
| Westwood Wealth Management | 305.312 $ | |||||||||||
| HRT FINANCIAL LP | 304.000 $ | |||||||||||
| BROWN BROTHERS HARRIMAN & CO | 1.244 $ | -302.445 $ | -99,6 % | 303.689 $ | ||||||||
| Kovack Advisors, Inc. | 303.440 $ | |||||||||||
| Fulcrum Equity Management | 302.233 $ | |||||||||||
| IMA Advisory Services, Inc. | 301.093 $ | +61.079 $ | +25,4 % | 240.014 $ | -4.533 $ | -1,9 % | 244.547 $ | +8.414 $ | +3,6 % | 236.133 $ | +19.618 $ | +9,1 % |
| VERUS CAPITAL PARTNERS, LLC | 296.996 $ | +1.887 $ | +0,6 % | 295.109 $ | ||||||||
| Capital Investment Advisory Services, LLC | 287.173 $ | |||||||||||
| WealthCare Investment Partners, LLC | 281.864 $ | +70.939 $ | +33,6 % | 210.925 $ | ||||||||
| Chesapeake Wealth Management | 275.556 $ | +56.393 $ | +25,7 % | 219.163 $ | -4.128 $ | -1,8 % | 223.291 $ | +7.185 $ | +3,3 % | 216.106 $ | ||
| NorthCoast Asset Management LLC | 274.325 $ | +7.168 $ | +2,7 % | |||||||||
| Diversify Advisory Services, LLC | 250.489 $ | -14.788 $ | -5,6 % | 265.277 $ | -8.418 $ | -3,1 % | 273.695 $ | +435 $ | +0,2 % | 273.260 $ | +11.856 $ | +4,5 % |
| Aspirean Wealth, LLC | 269.834 $ | |||||||||||
| ZACKS INVESTMENT MANAGEMENT | 268.220 $ | |||||||||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 250.489 $ | -14.788 $ | -5,6 % | 265.277 $ | ||||||||
| CIBC Private Wealth Group LLC | 264.120 $ | +16.559 $ | +6,7 % | 247.561 $ | +6.098 $ | +2,5 % | ||||||
| XTX Topco Ltd | 264.034 $ | |||||||||||
| Federation des caisses Desjardins du Quebec | 255.652 $ | +202.636 $ | +382,2 % | 53.016 $ | +32.916 $ | +163,8 % | ||||||
| GWN SECURITIES INC. | 252.840 $ | +10.118 $ | +4,2 % | 242.722 $ | ||||||||
| Equita Financial Network, Inc. | 251.362 $ | +43.414 $ | +20,9 % | 207.948 $ | -3.917 $ | -1,8 % | 211.865 $ | -26.132 $ | -11,0 % | 237.997 $ | -3.297 $ | -1,4 % |
| SAGESPRING WEALTH PARTNERS, LLC | 250.374 $ | |||||||||||
| Trademark Financial Management, LLC | 249.532 $ | |||||||||||
| Capital CS Group, LLC | 248.940 $ | +32.700 $ | +15,1 % | 216.240 $ | -8.640 $ | -3,8 % | 224.880 $ | |||||
| FINANCIAL MANAGEMENT NETWORK INC | 245.697 $ | |||||||||||
| Perigon Wealth Management, LLC | 245.096 $ | |||||||||||
| Ethic Inc. | 222.971 $ | -16.564 $ | -6,9 % | 239.535 $ | +7.393 $ | +3,2 % | 232.142 $ | -419.434 $ | -64,4 % | |||
| Round Rock Advisors LLC | 236.565 $ | |||||||||||
| Kellett Wealth Advisors, LLC | 234.850 $ | |||||||||||
| Mutual Advisors, LLC | 230.459 $ | |||||||||||
| Baldwin Investment Management, LLC | 230.337 $ | |||||||||||
| Whitaker-Myers Wealth Managers, LTD. | 230.204 $ | |||||||||||
| Convergence Financial, LLC | 227.052 $ | |||||||||||
| RWA WEALTH PARTNERS, LLC | 226.997 $ | +910 $ | +0,4 % | 226.087 $ | -51.599 $ | -18,6 % | ||||||
| Synergy Asset Management, LLC | 218.171 $ | +46.097 $ | +26,8 % | 172.074 $ | ||||||||
| Marex Group Ltd | 210.677 $ | +4.798 $ | +2,3 % | 205.879 $ | -261 $ | -0,1 % | 206.140 $ | |||||
| Fusion Capital, LLC | 209.121 $ | |||||||||||
| Castle Rock Wealth Management, LLC | 207.594 $ | |||||||||||
| FIRST HORIZON CORP | 58.735 $ | +12.020 $ | +25,7 % | 46.715 $ | -38.452 $ | -45,1 % | 85.167 $ | -118.493 $ | -58,2 % | 203.660 $ | ||
| Crown Wealth Group, LLC | 203.335 $ | |||||||||||
| Significant Wealth Partners LLC | 194.229 $ | +4.334 $ | +2,3 % | 189.895 $ | ||||||||
| Beacon Financial Advisory LLC | 192.843 $ | |||||||||||
| Compton Financial Group, LLC | 190.142 $ | -539 $ | -0,3 % | 190.681 $ | ||||||||
| Truvestments Capital LLC | 188.640 $ | |||||||||||
| TWO SIGMA SECURITIES, LLC | 187.645 $ | |||||||||||
| OneAscent Family Office, LLC | 181.037 $ | -9.963 $ | -5,2 % | |||||||||
| GROUP ONE TRADING LLC | 175.141 $ | |||||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 159.942 $ | +77.035 $ | +92,9 % | 82.907 $ | +436 $ | +0,5 % | 82.471 $ | -92.317 $ | -52,8 % | 174.788 $ | +1.077 $ | +0,6 % |
| Dynamic Advisor Solutions LLC | 174.439 $ | +2.614 $ | +1,5 % | |||||||||
| Brookstone Capital Management | 174.017 $ | |||||||||||
| Cassaday & Co Wealth Management LLC | 170.788 $ | +43.990 $ | +34,7 % | 126.798 $ | ||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 170.620 $ | +86.800 $ | +103,6 % | 83.820 $ | -67.260 $ | -44,5 % | 151.080 $ | |||||
| CWM, LLC | 158.405 $ | -5.595 $ | -3,4 % | 164.000 $ | +37.000 $ | +29,1 % | 127.000 $ | +68.000 $ | +115,3 % | |||
| FIFTH THIRD BANCORP | 158.350 $ | +3.590 $ | +2,3 % | 154.760 $ | +148.994 $ | +2.584,0 % | 5.766 $ | +4.930 $ | +589,7 % | 836 $ | ||
| COMERICA BANK | 150.363 $ | -13 $ | -0,0 % | 150.376 $ | +2.781 $ | +1,9 % | ||||||
| Bradley & Co. Private Wealth Management, LLC | 141.061 $ | +28.868 $ | +25,7 % | 112.193 $ | -2.113 $ | -1,8 % | 114.306 $ | +3.678 $ | +3,3 % | 110.628 $ | +9.191 $ | +9,1 % |
| SWAN Capital LLC | 129.531 $ | +80.285 $ | +163,0 % | 49.246 $ | ||||||||
| Private Wealth Asset Management, LLC | 127.802 $ | +18.655 $ | +17,1 % | 109.147 $ | ||||||||
| Root Financial Partners, LLC | 117.481 $ | +14.008 $ | +13,5 % | 103.473 $ | +3.259 $ | +3,3 % | 100.214 $ | |||||
| FMR LLC | 115.785 $ | +23.717 $ | +25,8 % | 92.068 $ | -1.780 $ | -1,9 % | 93.848 $ | +2.977 $ | +3,3 % | 90.871 $ | +37.820 $ | +71,3 % |
| US BANCORP \DE\ | 36.880 $ | +840 $ | +2,3 % | 36.040 $ | -1.440 $ | -3,8 % | 37.480 $ | -77.117 $ | -67,3 % | 114.597 $ | +38.362 $ | +50,3 % |
| Allworth Financial LP | 112.153 $ | +83.623 $ | +293,1 % | 28.530 $ | +6.278 $ | +28,2 % | 22.252 $ | +1.751 $ | +8,5 % | 20.501 $ | -96.787 $ | -82,5 % |
| SRH ADVISORS, LLC | 108.786 $ | +6.398 $ | +6,2 % | 102.388 $ | -144 $ | -0,1 % | 102.532 $ | +1.025 $ | +1,0 % | 101.507 $ | +41.656 $ | +69,6 % |
| Ascentis Independent Advisors | 107.986 $ | |||||||||||
| FLAGSHIP HARBOR ADVISORS, LLC | 100.358 $ | |||||||||||
| First Pacific Financial | 98.934 $ | |||||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 55 $ | -95.090 $ | -99,9 % | 95.145 $ | +93.010 $ | +4.356,4 % | 2.135 $ | |||||
| Orion Capital Management LLC | 85.310 $ | |||||||||||
| GHP Investment Advisors, Inc. | 71.104 $ | +22.759 $ | +47,1 % | 48.345 $ | +15.744 $ | +48,3 % | 32.601 $ | +828 $ | +2,6 % | 31.773 $ | +1.745 $ | +5,8 % |
| NATIONAL BANK OF CANADA /FI/ | 67.749 $ | +47.050 $ | +227,3 % | 20.699 $ | +2.060 $ | +11,1 % | 18.639 $ | -2.383 $ | -11,3 % | |||
| First PREMIER Bank | 55.000 $ | +1.000 $ | +1,9 % | 54.000 $ | -2.000 $ | -3,6 % | 56.000 $ | -2.000 $ | -3,4 % | 58.000 $ | +0 $ | +0,0 % |
| Westend Capital Management, LLC | 53.236 $ | |||||||||||
| Osbon Capital Management LLC | 50.512 $ | +25.697 $ | +103,6 % | 24.815 $ | +2.451 $ | +11,0 % | 22.364 $ | |||||
| NFSG Corp | 48.297 $ | |||||||||||
| EverSource Wealth Advisors, LLC | 47.541 $ | |||||||||||
| Holos Integrated Wealth LLC | 44.565 $ | +3.813 $ | +9,4 % | 40.752 $ | ||||||||
| HOLLENCREST CAPITAL MANAGEMENT | 41.562 $ | +16.306 $ | +64,6 % | 25.256 $ | -34 $ | -0,1 % | 25.290 $ | |||||
| Global Retirement Partners, LLC | 40.872 $ | +37.188 $ | +1.009,4 % | 3.684 $ | +710 $ | +23,9 % | 2.974 $ | +45 $ | +1,5 % | |||
| Versant Capital Management, Inc | 40.526 $ | |||||||||||
| MAI Capital Management | 25.648 $ | -3.297 $ | -11,4 % | 28.945 $ | -9.689 $ | -25,1 % | 38.634 $ | |||||
| Hamrick Investment Counsel, llc | 38.439 $ | |||||||||||
| Quantum Portfolio Management LLC | 37.433 $ | |||||||||||
| PIN OAK INVESTMENT ADVISORS INC | 37.000 $ | +32.666 $ | +753,7 % | 4.334 $ | +334 $ | +8,4 % | ||||||
| Spire Wealth Management | 34.124 $ | +17.360 $ | +103,6 % | 16.764 $ | +1.656 $ | +11,0 % | 15.108 $ | +1.057 $ | +7,5 % | 14.051 $ | +2.801 $ | +24,9 % |
| Abound Wealth Management | 32.345 $ | +4.723 $ | +17,1 % | 27.622 $ | -907 $ | -3,2 % | 28.529 $ | +764 $ | +2,8 % | 27.765 $ | +1.536 $ | +5,9 % |
| Physician Wealth Advisors, Inc. | 31.262 $ | -201 $ | -0,6 % | 31.463 $ | +110 $ | +0,4 % | 31.353 $ | +556 $ | +1,8 % | |||
| SageView Advisory Group, LLC | 30.896 $ | |||||||||||
| Robinswood Financial LLC | 30.285 $ | |||||||||||
| Smartleaf Asset Management LLC | 29.330 $ | +84 $ | +0,3 % | 29.246 $ | ||||||||
| Tower Research Capital LLC (TRC) | 28.069 $ | +27.444 $ | +4.391,0 % | 625 $ | -1.317 $ | -67,8 % | 1.942 $ | -8.075 $ | -80,6 % | |||
| Redwood Park Advisors LLC | 25.472 $ | +5.210 $ | +25,7 % | 20.262 $ | -7.768 $ | -27,7 % | 28.030 $ | +27.485 $ | +5.043,1 % | 545 $ | +47 $ | +9,4 % |
| SOA Wealth Advisors, LLC. | 27.353 $ | +11.021 $ | +67,5 % | 16.332 $ | +3.429 $ | +26,6 % | 12.903 $ | |||||
| NBT BANK, N.A. | 25.865 $ | +1.723 $ | +7,1 % | 24.142 $ | -1.183 $ | -4,7 % | 25.325 $ | +524 $ | +2,1 % | 24.801 $ | +1.008 $ | +4,2 % |
| Atlantic Edge Private Wealth Management, LLC | 23.972 $ | +546 $ | +2,3 % | 23.426 $ | -936 $ | -3,8 % | 24.362 $ | -676 $ | -2,7 % | 25.038 $ | -52 $ | -0,2 % |
| Midway Capital Research & Management | 24.928 $ | +4.900 $ | +24,5 % | 20.028 $ | ||||||||
| THOMPSON INVESTMENT MANAGEMENT, INC. | 23.956 $ | +4.902 $ | +25,7 % | 19.054 $ | -358 $ | -1,8 % | 19.412 $ | +624 $ | +3,3 % | 18.788 $ | +1.561 $ | +9,1 % |
| BALLAST ADVISORS LLC | 22.705 $ | |||||||||||
| Murphy & Mullick Capital Management Corp | 21.668 $ | +1.444 $ | +7,1 % | 20.224 $ | -991 $ | -4,7 % | 21.215 $ | +439 $ | +2,1 % | 20.776 $ | ||
| Lodestone Wealth Management LLC | 20.258 $ | +775 $ | +4,0 % | 19.483 $ | +121 $ | +0,6 % | 19.362 $ | |||||
| Regatta Research & Money Management | 16.551 $ | |||||||||||
| Asset Dedication, LLC | 16.394 $ | +1.132 $ | +7,4 % | 15.262 $ | -697 $ | -4,4 % | 15.959 $ | +336 $ | +2,2 % | 15.623 $ | +422 $ | +2,8 % |
| LANARK FINANCIAL, INC. | 15.611 $ | |||||||||||
| Kingdom Financial Group LLC. | 13.386 $ | |||||||||||
| Creative Capital Management Investments LLC | 12.721 $ | |||||||||||
| Archer Investment Corp | 10.600 $ | +5.653 $ | +114,3 % | 4.947 $ | -242 $ | -4,7 % | 5.189 $ | +107 $ | +2,1 % | 5.082 $ | ||
| MCGUIRE CAPITAL ADVISORS INC | 10.578 $ | |||||||||||
| AdvisorNet Financial, Inc | 9.558 $ | |||||||||||
| Imprint Wealth LLC | 4.489 $ | +527 $ | +13,3 % | 3.962 $ | -219 $ | -5,2 % | 4.181 $ | -4.986 $ | -54,4 % | 9.167 $ | ||
| REAP Financial Group, LLC | 9.154 $ | |||||||||||
| VANGUARD ADVISERS INC | 3.594 $ | -5.261 $ | -59,4 % | 8.855 $ | ||||||||
| Stephens Consulting, LLC | 8.304 $ | +172 $ | +2,1 % | 8.132 $ | +200 $ | +2,5 % | ||||||
| Tower View Wealth Management LLC | 7.662 $ | |||||||||||
| WHITTIER TRUST CO | 3.317 $ | -2.873 $ | -46,4 % | 6.190 $ | -346 $ | -5,3 % | 6.536 $ | +207 $ | +3,3 % | 6.329 $ | +184 $ | +3,0 % |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 5.966 $ | +24 $ | +0,4 % | 5.942 $ | +249 $ | +4,4 % | 5.693 $ | -85 $ | -1,5 % | 5.778 $ | -12 $ | -0,2 % |
| NEW ENGLAND ASSET MANAGEMENT INC | 5.183 $ | -55 $ | -1,1 % | 5.238 $ | +21 $ | +0,4 % | 5.217 $ | +78 $ | +1,5 % | |||
| Byrne Asset Management LLC | 5.168 $ | +1.057 $ | +25,7 % | 4.111 $ | -77 $ | -1,8 % | 4.188 $ | +135 $ | +3,3 % | 4.053 $ | +337 $ | +9,1 % |
| Smithfield Trust Co | 5.000 $ | +2.000 $ | +66,7 % | 3.000 $ | +0 $ | +0,0 % | 3.000 $ | +0 $ | +0,0 % | 3.000 $ | +0 $ | +0,0 % |
| WOLFF WIESE MAGANA LLC | 3.698 $ | |||||||||||
| MB, LEVIS & ASSOCIATES, LLC | 3.099 $ | |||||||||||
| Cornerstone Planning Group LLC | 2.763 $ | |||||||||||
| Russell Investments Group, Ltd. | 2.660 $ | |||||||||||
| EVOLUTION WEALTH MANAGEMENT INC. | 2.544 $ | +169 $ | +7,1 % | 2.375 $ | ||||||||
| ADIRONDACK TRUST CO | 2.401 $ | |||||||||||
| Accredited Wealth Management, LLC | 2.135 $ | |||||||||||
| JONES FINANCIAL COMPANIES LLLP | 1.688 $ | |||||||||||
| Glass Jacobson Investment Advisors llc | 1.070 $ | |||||||||||
| HAZLETT, BURT & WATSON, INC. | 1.000 $ | +0 $ | +0,0 % | |||||||||
| BNP PARIBAS FINANCIAL MARKETS | 738 $ | +714 $ | +2.975,0 % | 24 $ | ||||||||
| Godfrey Financial Associates, Inc. | 608 $ | +124 $ | +25,6 % | 484 $ | -9 $ | -1,8 % | 493 $ | |||||
| Blue Trust, Inc. | 607 $ | |||||||||||
| Bank Julius Baer & Co. Ltd, Zurich | 475 $ | |||||||||||
| Financial Life Planners | 441 $ | +90 $ | +25,6 % | 351 $ | +6 $ | +1,7 % | 345 $ | |||||
| SIGNATUREFD, LLC | 427 $ | |||||||||||
| PITTENGER & ANDERSON INC | 202 $ | +5 $ | +2,5 % | 197 $ | ||||||||
| Activest Wealth Management | 16 $ | +0 $ | +0,0 % | 16 $ | +0 $ | +0,0 % | 16 $ | -52.167 $ | -100,0 % | |||
| 3.625.285.868 $ | +723.926.973 $ | +926,5 % | 2.739.865.190 $ | +211.336.741 $ | +316,3 % | 2.490.509.919 $ | -101.657.432 $ | +662,1 % | 2.504.926.881 $ | -1.541.354.436 $ | +72,7 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
Die hier gezeigten Zahlen sind eine aggregierte Auswertung öffentlich zugänglicher
SEC-Meldungen 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 SEC-Meldungen, keine Bewertung einzelner
Wertpapiere. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.