| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 50.286.333 $ | -26.022.905 $ | +4,2 % | 2.175.860.119 $ | +129.170.966 $ | +24,9 % | 2.046.329.400 $ | -292.560.967 $ | +1.965,8 % | 2.297.611.617 $ | +87.822.294 $ | +213,8 % | |
| BANK OF AMERICA CORP /DE/ | 133.581.033 $ | -2.835.710 $ | -2,1 % | 136.416.743 $ | -24.560.915 $ | -15,3 % | 160.977.658 $ | +12.517.687 $ | +8,4 % | |||
| Corient Private Wealth LP | 53.967.199 $ | -5.866.641 $ | -9,8 % | 59.833.840 $ | -98.064.302 $ | -62,1 % | 157.898.142 $ | +73.620.281 $ | +87,4 % | |||
| MORGAN STANLEY | 150.763.348 $ | +8.671.439 $ | +6,1 % | 142.091.909 $ | -14.092.498 $ | -9,0 % | 156.184.407 $ | -31.018.373 $ | -16,6 % | |||
| VAN ECK ASSOCIATES CORP | 98.670.090 $ | +48.435.090 $ | +96,4 % | 50.235.000 $ | -85.362.000 $ | -63,0 % | 135.597.000 $ | +72.297.000 $ | +114,2 % | |||
| UBS Group AG | 121.539.427 $ | +9.526.118 $ | +8,5 % | 112.013.309 $ | -12.562.952 $ | -10,1 % | 124.576.261 $ | +66.525.514 $ | +114,6 % | |||
| NOMURA ASSET MANAGEMENT CO LTD | 74.792.057 $ | -9.589.567 $ | -11,4 % | 84.381.624 $ | -15.996.472 $ | -15,9 % | 100.378.096 $ | -1.521.374 $ | -1,5 % | |||
| STRS OHIO | 94.840.000 $ | +80.000 $ | +0,1 % | 94.760.000 $ | ||||||||
| Blackstone Inc. | 76.026.826 $ | +64.130 $ | +0,1 % | 75.962.696 $ | -8.465.239 $ | -10,0 % | 84.427.935 $ | +833.698 $ | +1,0 % | |||
| Ensign Peak Advisors, Inc | 78.127.177 $ | +16.483.073 $ | +26,7 % | 61.644.104 $ | +3.267.466 $ | +5,6 % | 58.376.638 $ | +5.790.450 $ | +11,0 % | |||
| Generali Asset Management SPA SGR | 61.707.504 $ | +2.021.023 $ | +3,4 % | 59.686.481 $ | +5.855.323 $ | +10,9 % | 53.831.158 $ | +531.564 $ | +1,0 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 55.010.922 $ | +444.584 $ | +0,8 % | 54.566.338 $ | +38.120.962 $ | +231,8 % | 16.445.376 $ | -2.750.512 $ | -14,3 % | |||
| OMERS ADMINISTRATION Corp | 52.558.313 $ | +44.335 $ | +0,1 % | 52.513.978 $ | +2.741.089 $ | +5,5 % | 49.772.889 $ | +16.196.502 $ | +48,2 % | |||
| WELLS FARGO & COMPANY/MN | 47.274.998 $ | -978.537 $ | -2,0 % | 48.253.535 $ | +8.512.969 $ | +21,4 % | 39.740.566 $ | -4.381.786 $ | -9,9 % | |||
| Sound Income Strategies, LLC | 22.885.096 $ | -20.274.864 $ | -47,0 % | 43.159.960 $ | +3.022.588 $ | +7,5 % | 40.137.372 $ | -1.650.199 $ | -3,9 % | 41.787.571 $ | +7.257.195 $ | +21,0 % |
| Creative Planning | 30.556.321 $ | -1.679.076 $ | -5,2 % | 32.235.397 $ | -5.156.151 $ | -13,8 % | 37.391.548 $ | +86.822 $ | +0,2 % | |||
| JPMORGAN CHASE & CO | 36.954.743 $ | +3.205.845 $ | +9,5 % | 33.748.898 $ | -1.426.481 $ | -4,1 % | 35.175.379 $ | -35.374.787 $ | -50,1 % | |||
| ROYAL BANK OF CANADA | 35.591.000 $ | +1.914.000 $ | +5,7 % | 33.677.000 $ | -3.255.000 $ | -8,8 % | 36.932.000 $ | -1.207.000 $ | -3,2 % | |||
| CCLA Investment Management | 33.903.000 $ | -25.049.000 $ | -42,5 % | |||||||||
| Muzinich & Co., Inc. | 28.387.437 $ | +233.910 $ | +0,8 % | 28.153.527 $ | -2.652.283 $ | -8,6 % | 30.805.810 $ | +7.132.504 $ | +30,1 % | |||
| TWO SIGMA INVESTMENTS, LP | 16.941.151 $ | +2.082.475 $ | +14,0 % | 14.858.676 $ | -14.797.935 $ | -49,9 % | 29.656.611 $ | +14.934.908 $ | +101,4 % | |||
| KING STREET CAPITAL MANAGEMENT, L.P. | 29.612.500 $ | |||||||||||
| Cresset Asset Management, LLC | 28.712.890 $ | +5.444.974 $ | +23,4 % | 23.267.916 $ | +8.461.536 $ | +57,1 % | 14.806.380 $ | +9.433.352 $ | +175,6 % | |||
| FMR LLC | 13.944.207 $ | +455.595 $ | +3,4 % | 13.488.612 $ | -14.772.114 $ | -52,3 % | 28.260.726 $ | +11.810.556 $ | +71,8 % | |||
| HighTower Advisors, LLC | 26.394.640 $ | +3.720.507 $ | +16,4 % | 22.674.133 $ | -3.827.130 $ | -14,4 % | 26.501.263 $ | -692.713 $ | -2,5 % | |||
| GOLDMAN SACHS GROUP INC | 25.344.781 $ | +21.845.081 $ | +624,2 % | 3.499.700 $ | +1.054.986 $ | +43,2 % | 2.444.714 $ | -5.715.743 $ | -70,0 % | |||
| Lunate Capital Ltd | 23.729.395 $ | |||||||||||
| Russell Investments Group, Ltd. | 23.679.319 $ | +6.454.392 $ | +37,5 % | 17.224.927 $ | +12.226.888 $ | +244,6 % | 4.998.039 $ | |||||
| Sumitomo Mitsui Trust Group, Inc. | 21.370.961 $ | +131.739 $ | +0,6 % | 21.239.222 $ | -2.287.897 $ | -9,7 % | 23.527.119 $ | +2.095.076 $ | +9,8 % | |||
| Altshuler Shaham Ltd | 17.782.500 $ | +15.000 $ | +0,1 % | 17.767.500 $ | -5.637.000 $ | -24,1 % | 23.404.500 $ | |||||
| ARES MANAGEMENT LLC | 21.236.739 $ | +2.150.014 $ | +11,3 % | 19.086.725 $ | -2.006.238 $ | -9,5 % | 21.092.963 $ | -313.114 $ | -1,5 % | |||
| SOROS FUND MANAGEMENT LLC | 20.551.075 $ | |||||||||||
| Progeny 3, Inc. | 18.307.819 $ | +15.443 $ | +0,1 % | 18.292.376 $ | -2.038.491 $ | -10,0 % | 20.330.867 $ | +200.760 $ | +1,0 % | |||
| Empyrean Capital Partners, LP | 20.142.450 $ | |||||||||||
| AMERIPRISE FINANCIAL INC | 13.450.644 $ | -6.495.354 $ | -32,6 % | 19.945.998 $ | +282.554 $ | +1,4 % | 19.663.444 $ | +188.232 $ | +1,0 % | |||
| Allen Investment Management, LLC | 13.743.549 $ | -2.041.477 $ | -12,9 % | 15.785.026 $ | -4.129.380 $ | -20,7 % | 19.914.406 $ | +1.264.788 $ | +6,8 % | |||
| CITADEL ADVISORS LLC | 17.800.638 $ | +9.087.456 $ | +104,3 % | 8.713.182 $ | -10.963.622 $ | -55,7 % | 19.676.804 $ | -3.124.565 $ | -13,7 % | |||
| LPL Financial LLC | 16.285.725 $ | +1.391.485 $ | +9,3 % | 14.894.240 $ | -4.237.214 $ | -22,1 % | 19.131.454 $ | -8.914.067 $ | -31,8 % | |||
| RAYMOND JAMES FINANCIAL INC | 15.563.369 $ | -614.429 $ | -3,8 % | 16.177.798 $ | -2.378.485 $ | -12,8 % | 18.556.283 $ | +2.427.801 $ | +15,1 % | |||
| BlackRock, Inc. | 17.668.598 $ | -359.516 $ | -2,0 % | 18.028.114 $ | +12.505.291 $ | +226,4 % | 5.522.823 $ | +41.579 $ | +0,8 % | |||
| QVT Financial LP | 4.439.128 $ | -13.319.701 $ | -75,0 % | 17.758.829 $ | +11.644.529 $ | +190,4 % | 6.114.300 $ | |||||
| FRANKLIN TEMPLETON INC | 12.142.792 $ | -2.287.569 $ | -15,9 % | 14.430.361 $ | -2.632.374 $ | -15,4 % | 17.062.735 $ | -1.362.785 $ | -7,4 % | |||
| Clarity Financial LLC | 17.027.192 $ | |||||||||||
| D. E. Shaw & Co., Inc. | 16.595.909 $ | +5.205.520 $ | +45,7 % | 11.390.389 $ | +5.862.169 $ | +106,0 % | 5.528.220 $ | +1.616.781 $ | +41,3 % | |||
| MILLENNIUM MANAGEMENT LLC | 557.185 $ | -12.936.118 $ | -95,9 % | 13.493.303 $ | -2.600.304 $ | -16,2 % | 16.093.607 $ | -8.039.183 $ | -33,3 % | |||
| Advisors Capital Management, LLC | 227.897 $ | -14.935.144 $ | -98,5 % | 15.163.041 $ | -1.006.447 $ | -6,2 % | ||||||
| Rockefeller Capital Management L.P. | 14.752.249 $ | +3.506.088 $ | +31,2 % | 11.246.161 $ | +6.578.428 $ | +140,9 % | 4.667.733 $ | -758.710 $ | -14,0 % | |||
| Border to Coast Pensions Partnership Ltd | 3.592.000 $ | -8.253.000 $ | -69,7 % | 11.845.000 $ | -2.413.000 $ | -16,9 % | 14.258.000 $ | -250.000 $ | -1,7 % | 14.508.000 $ | +170.000 $ | +1,2 % |
| JANE STREET GROUP, LLC | 11.285.960 $ | -2.429.365 $ | -17,7 % | 13.715.325 $ | +10.457.593 $ | +321,0 % | 3.257.732 $ | -18.850.828 $ | -85,3 % | |||
| Janney Montgomery Scott LLC | 13.534.000 $ | +4.122.000 $ | +43,8 % | 9.412.000 $ | +19.000 $ | +0,2 % | ||||||
| Trexquant Investment LP | 6.562.248 $ | -4.888.959 $ | -42,7 % | 11.451.207 $ | -819.733 $ | -6,7 % | ||||||
| BROWN BROTHERS HARRIMAN & CO | 11.203.473 $ | +3.340.265 $ | +42,5 % | 7.863.208 $ | +7.601.988 $ | +2.910,2 % | 261.220 $ | +2.580 $ | +1,0 % | |||
| Global Strategic Investment Solutions, LLC | 9.741.980 $ | +153.751 $ | +1,6 % | 9.588.229 $ | -1.538.396 $ | -13,8 % | 11.126.625 $ | +207.535 $ | +1,9 % | |||
| Destiny Wealth Partners, LLC | 307.692 $ | -1.697.643 $ | -84,7 % | 2.005.335 $ | -8.974.791 $ | -81,7 % | 10.980.126 $ | +135.611 $ | +1,3 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 10.910.488 $ | +3.436.266 $ | +46,0 % | 7.474.222 $ | -1.044.662 $ | -12,3 % | 8.518.884 $ | -1.532.762 $ | -15,2 % | |||
| Cetera Investment Advisers | 10.870.458 $ | +2.829.546 $ | +35,2 % | 8.040.912 $ | -793.732 $ | -9,0 % | 8.834.644 $ | -1.533.235 $ | -14,8 % | |||
| Amplius Wealth Advisors, LLC | 3.469.609 $ | -1.071.754 $ | -23,6 % | 4.541.363 $ | -6.020.051 $ | -57,0 % | 10.561.414 $ | -4.267.877 $ | -28,8 % | |||
| John & Kathleen Schreiber Foundation | 9.047.295 $ | +7.632 $ | +0,1 % | 9.039.663 $ | -1.007.375 $ | -10,0 % | 10.047.038 $ | +4.875.037 $ | +94,3 % | |||
| All Terrain Financial Advisors, LLC | 9.245.098 $ | |||||||||||
| Columbus Macro, LLC | 8.826.960 $ | +2.950.705 $ | +50,2 % | 5.876.255 $ | -397.863 $ | -6,3 % | 6.274.118 $ | -1.880.036 $ | -23,1 % | |||
| STANSBERRY ASSET MANAGEMENT, LLC | 8.783.630 $ | +950.898 $ | +12,1 % | 7.832.732 $ | +6.864.388 $ | +708,9 % | ||||||
| QTR Family Wealth, LLC | 8.591.933 $ | +5.693.151 $ | +196,4 % | 2.898.782 $ | +412.178 $ | +16,6 % | 2.486.604 $ | -1.504.726 $ | -37,7 % | |||
| GCM Grosvenor Holdings, LLC | 8.298.500 $ | |||||||||||
| STATE STREET CORP | 8.154.571 $ | +1.240.365 $ | +17,9 % | 6.914.206 $ | +46.253 $ | +0,7 % | 6.867.953 $ | +1.379.528 $ | +25,1 % | |||
| Perissos Private Wealth Management, LLC | 5.602.366 $ | -493.749 $ | -8,1 % | 6.096.115 $ | -1.779.650 $ | -22,6 % | 7.875.765 $ | -452.802 $ | -5,4 % | |||
| SHIKIAR ASSET MANAGEMENT INC | 5.038.000 $ | -1.238.000 $ | -19,7 % | 6.276.000 $ | -1.544.000 $ | -19,7 % | 7.820.000 $ | -505.000 $ | -6,1 % | |||
| M&G Plc | 5.400.000 $ | -1.800.000 $ | -25,0 % | 7.200.000 $ | -600.000 $ | -7,7 % | 7.800.000 $ | +3.250.000 $ | +71,4 % | |||
| Cambridge Investment Research Advisors, Inc. | 7.394.000 $ | +3.847.000 $ | +108,5 % | 3.547.000 $ | -1.859.000 $ | -34,4 % | 5.406.000 $ | -198.000 $ | -3,5 % | |||
| Baird Financial Group, Inc. | 3.351.337 $ | -189.110 $ | -5,3 % | 3.540.447 $ | -3.835.516 $ | -52,0 % | 7.375.963 $ | -173.388 $ | -2,3 % | |||
| Beacon Pointe Advisors, LLC | 1.023.395 $ | -6.066.193 $ | -85,6 % | 7.089.588 $ | +5.241.827 $ | +283,7 % | 1.847.761 $ | -4.730.933 $ | -71,9 % | |||
| OSAIC HOLDINGS, INC. | 6.478.197 $ | +216.066 $ | +3,5 % | 6.262.131 $ | -713.395 $ | -10,2 % | 6.975.526 $ | -5.172.429 $ | -42,6 % | |||
| BNP PARIBAS FINANCIAL MARKETS | 118.550 $ | -6.194.859 $ | -98,1 % | 6.313.409 $ | -645.926 $ | -9,3 % | 6.959.335 $ | +2.751.063 $ | +65,4 % | |||
| LaFleur & Godfrey LLC | 6.589.602 $ | -30.214 $ | -0,5 % | 6.619.816 $ | -143.308 $ | -2,1 % | 6.763.124 $ | +907.019 $ | +15,5 % | |||
| AlphaCore Capital LLC | 6.532.433 $ | +4.474.797 $ | +217,5 % | 2.057.636 $ | +150.844 $ | +7,9 % | 1.906.792 $ | -11.015 $ | -0,6 % | |||
| Steward Partners Investment Advisory, LLC | 4.826.474 $ | -826.242 $ | -14,6 % | 5.652.716 $ | -605.873 $ | -9,7 % | 6.258.589 $ | -429.200 $ | -6,4 % | |||
| SFMG, LLC | 5.489.482 $ | -27.007 $ | -0,5 % | 5.516.489 $ | -733.872 $ | -11,7 % | 6.250.361 $ | -223.178 $ | -3,4 % | |||
| HBK INVESTMENTS L P | 2.371.000 $ | -3.167.722 $ | -57,2 % | 5.538.722 $ | -617.232 $ | -10,0 % | 6.155.954 $ | +3.548.954 $ | +136,1 % | |||
| Lido Advisors, LLC | 6.133.787 $ | +3.636.615 $ | +145,6 % | 2.497.172 $ | -222.239 $ | -8,2 % | 2.719.411 $ | +568.129 $ | +26,4 % | |||
| Bayview Asset Management, LLC | 6.108.560 $ | |||||||||||
| STIFEL FINANCIAL CORP | 3.927.335 $ | +230.134 $ | +6,2 % | 3.697.201 $ | -2.245.888 $ | -37,8 % | 5.943.089 $ | -1.041.097 $ | -14,9 % | |||
| Prota Financial, LLC | 5.866.085 $ | +127.977 $ | +2,2 % | 5.738.108 $ | +316.102 $ | +5,8 % | 5.422.006 $ | -506.422 $ | -8,5 % | 5.928.428 $ | ||
| Focus Partners Wealth | 5.815.454 $ | +651.694 $ | +12,6 % | 5.163.760 $ | +1.315.979 $ | +34,2 % | 3.847.781 $ | |||||
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 5.787.206 $ | |||||||||||
| Sanctuary Advisors, LLC | 5.737.297 $ | +2.377.403 $ | +70,8 % | 3.359.894 $ | -301.088 $ | -8,2 % | 3.660.982 $ | -8.754.481 $ | -70,5 % | |||
| DENALI ADVISORS LLC | 4.529.155 $ | -307.135 $ | -6,4 % | 4.836.290 $ | -774.317 $ | -13,8 % | 5.610.607 $ | -728.053 $ | -11,5 % | |||
| HRT FINANCIAL LP | 5.557.000 $ | +4.296.000 $ | +340,7 % | 1.261.000 $ | -9.794.000 $ | -88,6 % | ||||||
| Bell Bank | 5.516.240 $ | |||||||||||
| Aberdeen Group plc | 5.358.708 $ | +834.607 $ | +18,4 % | |||||||||
| Qube Research & Technologies Ltd | 5.349.176 $ | -21.587.104 $ | -80,1 % | |||||||||
| Advisors Asset Management, Inc. | 5.099.547 $ | +599.395 $ | +13,3 % | 4.500.152 $ | -187.694 $ | -4,0 % | 4.687.846 $ | -267.149 $ | -5,4 % | |||
| Quadrant Private Wealth Management, LLC | 4.848.680 $ | +416.051 $ | +9,4 % | 4.432.629 $ | -510.125 $ | -10,3 % | 4.942.754 $ | -3.134 $ | -0,1 % | |||
| FIRST NATIONAL TRUST CO | 4.434.791 $ | -494.211 $ | -10,0 % | 4.929.002 $ | +48.672 $ | +1,0 % | ||||||
| Ilex Capital Partners (UK) LLP | 4.697.923 $ | |||||||||||
| Venture Visionary Partners LLC | 4.654.638 $ | +1.193.168 $ | +34,5 % | 3.461.470 $ | +2.920 $ | +0,1 % | 3.458.550 $ | +141.181 $ | +4,3 % | 3.317.369 $ | -45.452 $ | -1,4 % |
| Jefferies Financial Group Inc. | 2.305.750 $ | -2.204.589 $ | -48,9 % | 4.510.339 $ | +2.918.743 $ | +183,4 % | 1.591.596 $ | |||||
| CWC Advisors, LLC. | 4.383.892 $ | +167.956 $ | +4,0 % | |||||||||
| Pine Valley Investments Ltd Liability Co | 2.742.999 $ | -396.716 $ | -12,6 % | 3.139.715 $ | -1.189.224 $ | -27,5 % | 4.328.939 $ | -175.430 $ | -3,9 % | |||
| MAGNOLIA CAPITAL ADVISORS LLC | 3.251.863 $ | +578.187 $ | +21,6 % | 2.673.676 $ | -1.647.904 $ | -38,1 % | 4.321.580 $ | -74.840 $ | -1,7 % | |||
| OLD SECOND NATIONAL BANK OF AURORA | 4.160.275 $ | |||||||||||
| Mariner, LLC | 4.148.625 $ | +1.037.674 $ | +33,4 % | 3.110.951 $ | +82.963 $ | +2,7 % | 3.027.988 $ | +1.428.861 $ | +89,4 % | |||
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 2.938.413 $ | -537.615 $ | -15,5 % | 3.476.028 $ | +63.554 $ | +1,9 % | 3.412.474 $ | -719.098 $ | -17,4 % | 4.131.572 $ | +57.040 $ | +1,4 % |
| Callodine Capital Management, LP | 4.025.958 $ | +3.137.583 $ | +353,2 % | 888.375 $ | -1.086.375 $ | -55,0 % | 1.974.750 $ | -632.250 $ | -24,3 % | |||
| Americana Partners, LLC | 3.739.906 $ | +90.454 $ | +2,5 % | 3.649.452 $ | -352.954 $ | -8,8 % | 4.002.406 $ | +21.170 $ | +0,5 % | |||
| Naviter Wealth, LLC | 3.923.671 $ | +587.138 $ | +17,6 % | 3.336.533 $ | +290.260 $ | +9,5 % | 3.046.273 $ | -816.148 $ | -21,1 % | |||
| King Wealth Management Group | 3.899.000 $ | -1.962.000 $ | -33,5 % | |||||||||
| Marble Wealth, LLC | 1.015.147 $ | -193.736 $ | -16,0 % | 1.208.883 $ | -2.689.497 $ | -69,0 % | 3.898.380 $ | |||||
| JUPITER ASSET MANAGEMENT LTD | 3.857.554 $ | |||||||||||
| Schonfeld Strategic Advisors LLC | 3.004.672 $ | -759.516 $ | -20,2 % | 3.764.188 $ | +3.428.826 $ | +1.022,4 % | ||||||
| Waterloo Capital, L.P. | 3.025.587 $ | +2.741.545 $ | +965,2 % | 284.042 $ | -3.462.018 $ | -92,4 % | 3.746.060 $ | +124.509 $ | +3,4 % | |||
| TRANSCEND CAPITAL ADVISORS, LLC | 3.297.643 $ | +2.913 $ | +0,1 % | 3.294.730 $ | -337.072 $ | -9,3 % | 3.631.802 $ | -272.091 $ | -7,0 % | |||
| ELEVATION POINT WEALTH PARTNERS, LLC | 3.604.337 $ | +965.470 $ | +36,6 % | 2.638.867 $ | -344.419 $ | -11,5 % | 2.983.286 $ | +25.464 $ | +0,9 % | |||
| Arkadios Wealth Advisors | 3.398.253 $ | +146.351 $ | +4,5 % | 3.251.902 $ | -263.726 $ | -7,5 % | 3.515.628 $ | +1.034.208 $ | +41,7 % | |||
| Vestmark Advisory Solutions, Inc. | 3.372.415 $ | +911.379 $ | +37,0 % | 2.461.036 $ | -440.477 $ | -15,2 % | 2.901.513 $ | |||||
| BigSur Wealth Management LLC | 2.206.823 $ | -16.958 $ | -0,8 % | 2.223.781 $ | -1.146.077 $ | -34,0 % | 3.369.858 $ | +122.782 $ | +3,8 % | |||
| Parkwood LLC | 3.026.000 $ | +2.000 $ | +0,1 % | 3.024.000 $ | -337.000 $ | -10,0 % | 3.361.000 $ | +33.000 $ | +1,0 % | |||
| Williams Jones Wealth Management, LLC. | 3.296.710 $ | +2.013.494 $ | +156,9 % | 1.283.216 $ | -143.001 $ | -10,0 % | 1.426.217 $ | +363.421 $ | +34,2 % | |||
| Prairie Wealth Advisors, Inc. | 2.489.090 $ | -792.309 $ | -24,1 % | 3.281.399 $ | -84.586 $ | -2,5 % | ||||||
| OpenArc Corporate Advisory, LLC | 2.039.321 $ | -970.636 $ | -32,2 % | 3.009.957 $ | -230.950 $ | -7,1 % | 3.240.907 $ | |||||
| GFS Advisors, LLC | 3.228.311 $ | +1.533.291 $ | +90,5 % | 1.695.020 $ | -180.993 $ | -9,6 % | 1.876.013 $ | +58.934 $ | +3,2 % | |||
| Avidian Wealth Enterprises, LLC | 3.173.762 $ | +670.100 $ | +26,8 % | 2.503.662 $ | +137.776 $ | +5,8 % | 2.365.886 $ | +830.376 $ | +54,1 % | 1.535.510 $ | +277.061 $ | +22,0 % |
| Sequoia Financial Advisors, LLC | 2.593.519 $ | +48.232 $ | +1,9 % | 2.545.287 $ | -622.651 $ | -19,7 % | 3.167.938 $ | -22.729 $ | -0,7 % | |||
| XTX Topco Ltd | 1.412.500 $ | +812.006 $ | +135,2 % | 600.494 $ | -2.459.157 $ | -80,4 % | 3.059.651 $ | |||||
| Cornerstone Advisory, LLC | 2.767.975 $ | -280.543 $ | -9,2 % | 3.048.518 $ | +39.511 $ | +1,3 % | 3.009.007 $ | +2.423.735 $ | +414,1 % | |||
| Ethos Financial Group, LLC | 2.507.242 $ | -264.942 $ | -9,6 % | 2.772.184 $ | -238.770 $ | -7,9 % | 3.010.954 $ | -636.006 $ | -17,4 % | |||
| Global Retirement Partners, LLC | 2.464.299 $ | -533.008 $ | -17,8 % | 2.997.307 $ | -664.034 $ | -18,1 % | ||||||
| Legacy PCG, LLC | 343.979 $ | -2.557.324 $ | -88,1 % | 2.901.303 $ | -459.563 $ | -13,7 % | ||||||
| Whipplewood Advisors, LLC | 2.879.271 $ | +916.152 $ | +46,7 % | 1.963.119 $ | +101.957 $ | +5,5 % | 1.861.162 $ | +440.712 $ | +31,0 % | |||
| Hedeker Wealth, LLC | 1.460.086 $ | -1.415.619 $ | -49,2 % | 2.875.705 $ | +1.383.215 $ | +92,7 % | 1.492.490 $ | -693.323 $ | -31,7 % | |||
| Invesco Ltd. | 1.688.721 $ | -59.861 $ | -3,4 % | 1.748.582 $ | -1.076.890 $ | -38,1 % | 2.825.472 $ | +544.268 $ | +23,9 % | |||
| Proficio Capital Partners LLC | 1.340.968 $ | +956.951 $ | +249,2 % | 384.017 $ | -2.421.773 $ | -86,3 % | 2.805.790 $ | -2.198.307 $ | -43,9 % | |||
| Institute for Wealth Management, LLC. | 2.744.978 $ | +1.933.121 $ | +238,1 % | 811.857 $ | -1.275.691 $ | -61,1 % | 2.087.548 $ | +23.977 $ | +1,2 % | |||
| Quantbot Technologies LP | 552.514 $ | -2.191.046 $ | -79,9 % | 2.743.560 $ | ||||||||
| TWO SIGMA ADVISERS, LP | 2.666.939 $ | -1.238.060 $ | -31,7 % | |||||||||
| Pillsbury Lake Capital LLC | 2.650.878 $ | |||||||||||
| HSBC HOLDINGS PLC | 1.215.138 $ | +1.025 $ | +0,1 % | 1.214.113 $ | -1.418.887 $ | -53,9 % | 2.633.000 $ | |||||
| Summit Financial, LLC | 2.623.049 $ | +1.157.314 $ | +79,0 % | 1.465.735 $ | -8.342 $ | -0,6 % | 1.474.077 $ | +57.485 $ | +4,1 % | |||
| Aquatic Capital Management LLC | 249.240 $ | -1.140.415 $ | -82,1 % | 1.389.655 $ | -1.216.883 $ | -46,7 % | 2.606.538 $ | +2.036.413 $ | +357,2 % | |||
| Legacy Wealth Advisors, LLC | 1.896.373 $ | +43.652 $ | +2,4 % | 1.852.721 $ | -749.465 $ | -28,8 % | 2.602.186 $ | |||||
| MAI Capital Management | 2.594.257 $ | +1.918.616 $ | +284,0 % | 675.641 $ | +131.108 $ | +24,1 % | 544.533 $ | +143.731 $ | +35,9 % | |||
| Marex Group Ltd | 729.297 $ | -1.862.865 $ | -71,9 % | 2.592.162 $ | +2.189.407 $ | +543,6 % | ||||||
| ArchPoint Investors | 2.577.744 $ | +2.064.084 $ | +401,8 % | 513.660 $ | -55.440 $ | -9,7 % | 569.100 $ | +5.460 $ | +1,0 % | |||
| LAZARD ASSET MANAGEMENT LLC | 2.076.664 $ | -496.449 $ | -19,3 % | 2.573.113 $ | +400.993 $ | +18,5 % | 2.172.120 $ | +1.047.825 $ | +93,2 % | |||
| Providence Capital Advisors, LLC | 2.377.995 $ | -6.522 $ | -0,3 % | 2.384.517 $ | -181.105 $ | -7,1 % | 2.565.622 $ | |||||
| BLAIR WILLIAM & CO/IL | 2.560.300 $ | +337.838 $ | +15,2 % | 2.222.462 $ | -180.666 $ | -7,5 % | 2.403.128 $ | -523.828 $ | -17,9 % | |||
| GenTrust, LLC | 2.515.858 $ | +29.243 $ | +1,2 % | 2.486.615 $ | +1.393.824 $ | +127,5 % | ||||||
| UMB Bank, n.a. | 2.068.982 $ | -148.118 $ | -6,7 % | 2.217.100 $ | -286.383 $ | -11,4 % | 2.503.483 $ | |||||
| INDEPENDENT FINANCIAL GROUP, LLC | 2.477.268 $ | +226.363 $ | +10,1 % | 2.250.905 $ | +145.558 $ | +6,9 % | 2.105.347 $ | -2.598.333 $ | -55,2 % | |||
| Guilbault Capital LLC | 2.428.361 $ | +206.570 $ | +9,3 % | 2.221.791 $ | +420.943 $ | +23,4 % | 1.800.848 $ | |||||
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2.382.552 $ | +827.635 $ | +53,2 % | 1.554.917 $ | +1.384.641 $ | +813,2 % | 170.276 $ | +158.101 $ | +1.298,6 % | |||
| Closed-End Fund Advisors, Inc. | 516.499 $ | -217.559 $ | -29,6 % | 734.058 $ | -1.627.454 $ | -68,9 % | 2.361.512 $ | |||||
| Osbon Capital Management LLC | 2.205.420 $ | +54.224 $ | +2,5 % | 2.151.196 $ | -95.534 $ | -4,3 % | 2.246.730 $ | |||||
| Register Financial Advisors LLC | 2.020.961 $ | -39.179 $ | -1,9 % | 2.060.140 $ | -186.416 $ | -8,3 % | 2.246.556 $ | +84.417 $ | +3,9 % | |||
| Embree Financial Group | 2.054.882 $ | +108.174 $ | +5,6 % | 1.946.708 $ | -297.473 $ | -13,3 % | 2.244.181 $ | -42.411 $ | -1,9 % | |||
| GSA CAPITAL PARTNERS LLP | 2.198.000 $ | |||||||||||
| CIBC WORLD MARKET INC. | 1.566.804 $ | -21.350 $ | -1,3 % | 1.588.154 $ | -585.151 $ | -26,9 % | 2.173.305 $ | -447.903 $ | -17,1 % | |||
| Spire Wealth Management | 1.295.058 $ | -382.829 $ | -22,8 % | 1.677.887 $ | -439.933 $ | -20,8 % | 2.117.820 $ | +33.576 $ | +1,6 % | |||
| IMMERSION CORP | 1.876.343 $ | -209.098 $ | -10,0 % | 2.085.441 $ | +541.993 $ | +35,1 % | ||||||
| Icon Wealth Advisors, LLC | 1.802.824 $ | -272.578 $ | -13,1 % | 2.075.402 $ | +177.530 $ | +9,4 % | ||||||
| Stronghold Wealth Management L.L.C. | 1.921.885 $ | +55.918 $ | +3,0 % | 1.865.967 $ | -188.063 $ | -9,2 % | 2.054.030 $ | |||||
| Bramshill Investments, LLC | 1.463.144 $ | +18.480 $ | +1,3 % | 1.444.664 $ | -594.305 $ | -29,1 % | 2.038.969 $ | +681.035 $ | +50,2 % | |||
| Johnson Financial Group, LLC | 1.181.539 $ | -852.690 $ | -41,9 % | 2.034.229 $ | +248.043 $ | +13,9 % | ||||||
| DARK FOREST CAPITAL MANAGEMENT LP | 1.990.495 $ | |||||||||||
| Cerity Partners LLC | 1.965.777 $ | +877.049 $ | +80,6 % | 1.088.728 $ | +175.893 $ | +19,3 % | 912.835 $ | -12.233 $ | -1,3 % | |||
| Apeiron RIA LLC | 1.942.543 $ | +1.042.085 $ | +115,7 % | 900.458 $ | +759 $ | +0,1 % | 899.699 $ | |||||
| Hennion & Walsh Asset Management, Inc. | 1.804.284 $ | +352.182 $ | +24,3 % | 1.452.102 $ | -477.150 $ | -24,7 % | 1.929.252 $ | -277.287 $ | -12,6 % | |||
| Arax Advisory Partners | 1.896.016 $ | +856.451 $ | +82,4 % | 1.039.565 $ | +752.357 $ | +262,0 % | 287.208 $ | +3.426 $ | +1,2 % | |||
| AQR CAPITAL MANAGEMENT LLC | 596.401 $ | -70.780 $ | -10,6 % | 667.181 $ | -1.165.334 $ | -63,6 % | 1.832.515 $ | +346.358 $ | +23,3 % | |||
| CFO4Life Group, LLC | 1.332.162 $ | +29.859 $ | +2,3 % | 1.302.303 $ | -476.885 $ | -26,8 % | 1.779.188 $ | +33.981 $ | +1,9 % | |||
| PRELUDE CAPITAL MANAGEMENT, LLC | 1.753.288 $ | |||||||||||
| Neuberger Berman Group LLC | 902.877 $ | -570.688 $ | -38,7 % | 1.473.565 $ | -260.634 $ | -15,0 % | 1.734.199 $ | -2.319.895 $ | -57,2 % | |||
| Barnett & Company, Inc. | 294.834 $ | -1.200.834 $ | -80,3 % | 1.495.668 $ | -232.502 $ | -13,5 % | 1.728.170 $ | -33.771 $ | -1,9 % | |||
| Truvestments Capital LLC | 1.724.310 $ | +129.476 $ | +8,1 % | 1.594.834 $ | ||||||||
| IEQ CAPITAL, LLC | 756.863 $ | -931.078 $ | -55,2 % | 1.687.941 $ | +624.341 $ | +58,7 % | 1.063.600 $ | +10.502 $ | +1,0 % | |||
| Indivisible Partners | 1.636.484 $ | +957.078 $ | +140,9 % | 679.406 $ | +375.005 $ | +123,2 % | 304.401 $ | |||||
| SMITH, MOORE & CO. | 1.620.816 $ | +88.797 $ | +5,8 % | 1.532.019 $ | -68.986 $ | -4,3 % | 1.601.005 $ | +518.183 $ | +47,9 % | |||
| Steadtrust LLC | 1.598.231 $ | +7.961 $ | +0,5 % | |||||||||
| IMC-Chicago, LLC | 1.584.269 $ | +1.031.950 $ | +186,8 % | |||||||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1.573.057 $ | +3.078 $ | +0,2 % | 1.569.979 $ | +68.425 $ | +4,6 % | 1.501.554 $ | +39.240 $ | +2,7 % | |||
| Diversify Advisory Services, LLC | 1.573.057 $ | +303.378 $ | +23,9 % | 1.269.679 $ | -41.581 $ | -3,2 % | ||||||
| Belpointe Asset Management LLC | 1.559.328 $ | +322.903 $ | +26,1 % | 1.236.425 $ | +916.729 $ | +286,8 % | 319.696 $ | +21.563 $ | +7,2 % | |||
| Jump Financial, LLC | 1.079.540 $ | -478.538 $ | -30,7 % | 1.558.078 $ | -8.051.715 $ | -83,8 % | ||||||
| FIDUCIARY TRUST CO | 1.397.444 $ | +1.179 $ | +0,1 % | 1.396.265 $ | -155.599 $ | -10,0 % | 1.551.864 $ | +15.324 $ | +1,0 % | |||
| Sunbelt Securities, Inc. | 1.550.218 $ | +60.003 $ | +4,0 % | 1.490.215 $ | -92.756 $ | -5,9 % | ||||||
| J.W. COLE ADVISORS, INC. | 1.547.058 $ | +55.709 $ | +3,7 % | |||||||||
| COMMONWEALTH EQUITY SERVICES, LLC | 741.150 $ | -439.540 $ | -37,2 % | 1.180.690 $ | -363.170 $ | -23,5 % | 1.543.860 $ | -335.140 $ | -17,8 % | |||
| Lansforsakringar Fondforvaltning AB (publ) | 1.537.757 $ | +100.034 $ | +7,0 % | 1.437.723 $ | ||||||||
| 1832 Asset Management L.P. | 1.525.739 $ | +520.098 $ | +51,7 % | 1.005.641 $ | -112.068 $ | -10,0 % | 1.117.709 $ | -4.209.343 $ | -79,0 % | |||
| BANK OF MONTREAL /CAN/ | 768.187 $ | +13.783 $ | +1,8 % | 754.404 $ | -765.114 $ | -50,4 % | 1.519.518 $ | -282.597 $ | -15,7 % | |||
| Fiduciary Group, LLC | 1.416.862 $ | -41.329 $ | -2,8 % | 1.458.191 $ | +18.598 $ | +1,3 % | 1.439.593 $ | -57.294 $ | -3,8 % | |||
| Dynamic Technology Lab Private Ltd | 1.448.000 $ | +308.000 $ | +27,0 % | |||||||||
| Bayshore Capital Advisors, LLC | 1.443.773 $ | +851.523 $ | +143,8 % | 592.250 $ | ||||||||
| Farther Finance Advisors, LLC | 1.125.931 $ | -140.830 $ | -11,1 % | 1.266.761 $ | -9.934 $ | -0,8 % | 1.276.695 $ | -162.787 $ | -11,3 % | 1.439.482 $ | +721.646 $ | +100,5 % |
| Engineers Gate Manager LP | 1.433.245 $ | +781.130 $ | +119,8 % | 652.115 $ | -769.326 $ | -54,1 % | ||||||
| Rathbones Group PLC | 640.170 $ | -639.090 $ | -50,0 % | 1.279.260 $ | -142.560 $ | -10,0 % | 1.421.820 $ | +418.829 $ | +41,8 % | |||
| Cyndeo Wealth Partners, LLC | 1.377.622 $ | -43.020 $ | -3,0 % | 1.420.642 $ | +386.716 $ | +37,4 % | 1.033.926 $ | -335.238 $ | -24,5 % | |||
| Pathstone Holdings, LLC | 1.407.958 $ | +942.660 $ | +202,6 % | 465.298 $ | -419.810 $ | -47,4 % | 885.108 $ | +329.061 $ | +59,2 % | |||
| Legacy Capital Wealth Partners, LLC | 1.400.102 $ | -6.275 $ | -0,4 % | 1.406.377 $ | +177.456 $ | +14,4 % | ||||||
| CAPSTONE INVESTMENT ADVISORS, LLC | 816.644 $ | -586.136 $ | -41,8 % | 1.402.780 $ | +803.717 $ | +134,2 % | ||||||
| Sterling Investment Advisors, Ltd. | 1.396.993 $ | +687.004 $ | +96,8 % | 709.989 $ | +414.040 $ | +139,9 % | 295.949 $ | |||||
| Generali Investments CEE, investicni spolecnost, a.s. | 1.255.279 $ | +1.059 $ | +0,1 % | 1.254.220 $ | -139.769 $ | -10,0 % | 1.393.989 $ | +13.765 $ | +1,0 % | |||
| Cornerstone Wealth Management, LLC | 778.128 $ | -259.605 $ | -25,0 % | 1.037.733 $ | -354.815 $ | -25,5 % | 1.392.548 $ | +18.018 $ | +1,3 % | |||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1.364.289 $ | -718.026 $ | -34,5 % | |||||||||
| River Street Advisors LLC | 1.346.136 $ | |||||||||||
| GRIFFIN ASSET MANAGEMENT, INC. | 300.524 $ | -1.012.692 $ | -77,1 % | 1.313.216 $ | +812.060 $ | +162,0 % | 501.156 $ | +60.428 $ | +13,7 % | |||
| Adams Asset Advisors, LLC | 1.203.053 $ | +13.546 $ | +1,1 % | 1.189.507 $ | +1.003 $ | +0,1 % | 1.188.504 $ | -110.539 $ | -8,5 % | 1.299.043 $ | +12.827 $ | +1,0 % |
| Fortis Capital Advisors, LLC | 1.288.515 $ | +322.674 $ | +33,4 % | 965.841 $ | ||||||||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 935.584 $ | -175.530 $ | -15,8 % | 1.111.114 $ | -175.717 $ | -13,7 % | 1.286.831 $ | -443.829 $ | -25,6 % | |||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1.282.498 $ | +110.956 $ | +9,5 % | 1.171.542 $ | +955.235 $ | +441,6 % | 216.307 $ | |||||
| ExodusPoint Capital Management, LP | 483.684 $ | -767.409 $ | -61,3 % | 1.251.093 $ | ||||||||
| Caldwell Trust Co | 1.237.510 $ | +12.220 $ | +1,0 % | |||||||||
| Mesirow Financial Investment Management, Inc. | 1.225.214 $ | +365.977 $ | +42,6 % | 859.237 $ | +124.498 $ | +16,9 % | 734.739 $ | -106.539 $ | -12,7 % | |||
| DELPHI MANAGEMENT INC /MA/ | 1.014.000 $ | +5.000 $ | +0,5 % | 1.009.000 $ | -201.000 $ | -16,6 % | 1.210.000 $ | +23.000 $ | +1,9 % | |||
| Evercore Wealth Management, LLC | 1.192.542 $ | +608.584 $ | +104,2 % | 583.958 $ | +749 $ | +0,1 % | 583.209 $ | +110.039 $ | +23,3 % | |||
| TUDOR INVESTMENT CORP ET AL | 1.185.500 $ | +1.000 $ | +0,1 % | 1.184.500 $ | ||||||||
| NewEdge Advisors, LLC | 1.165.159 $ | +326.377 $ | +38,9 % | 838.782 $ | -176.502 $ | -17,4 % | 1.015.284 $ | +61.385 $ | +6,4 % | |||
| Capstone Wealth Management Group LLC | 996.165 $ | -139.975 $ | -12,3 % | 1.136.140 $ | -242.963 $ | -17,6 % | ||||||
| BROWN ADVISORY INC | 1.125.009 $ | +11.728 $ | +1,1 % | 1.113.281 $ | +184.561 $ | +19,9 % | 928.720 $ | -93.569 $ | -9,2 % | |||
| Ridgeline Wealth Planning, LLC | 1.073.139 $ | -37.347 $ | -3,4 % | 1.110.486 $ | +312.332 $ | +39,1 % | 798.154 $ | +430.906 $ | +117,3 % | |||
| Point72 Asset Management, L.P. | 1.107.993 $ | |||||||||||
| AVISO WEALTH MANAGEMENT | 1.010.710 $ | +7.960 $ | +0,8 % | 1.002.750 $ | -102.636 $ | -9,3 % | 1.105.386 $ | -8.481 $ | -0,8 % | |||
| Joseph P. Lucia & Associates, LLC | 951.244 $ | -65.981 $ | -6,5 % | 1.017.225 $ | -84.633 $ | -7,7 % | 1.101.858 $ | -88.133 $ | -7,4 % | |||
| SIMON QUICK ADVISORS, LLC | 1.089.102 $ | +186.827 $ | +20,7 % | 902.275 $ | +177.611 $ | +24,5 % | ||||||
| Activest Wealth Management | 200.936 $ | -885.362 $ | -81,5 % | 1.086.298 $ | +56.640 $ | +5,5 % | 1.029.658 $ | -1.703.454 $ | -62,3 % | |||
| Verition Fund Management LLC | 1.053.200 $ | +10.400 $ | +1,0 % | |||||||||
| Wellington Shields & Co., LLC | 916.803 $ | -6.760 $ | -0,7 % | 923.563 $ | -120.009 $ | -11,5 % | 1.043.572 $ | +186.590 $ | +21,8 % | |||
| Vontobel Holding Ltd. | 1.018.971 $ | |||||||||||
| TT Capital Management LLC | 980.408 $ | +133.490 $ | +15,8 % | 846.918 $ | +113.627 $ | +15,5 % | 733.291 $ | |||||
| Investment Partners Asset Management, Inc. | 758.751 $ | +6.528 $ | +0,9 % | 752.223 $ | +103.093 $ | +15,9 % | 649.130 $ | -325.817 $ | -33,4 % | 974.947 $ | +485.535 $ | +99,2 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 942.840 $ | +225.295 $ | +31,4 % | 717.545 $ | -244.262 $ | -25,4 % | 961.807 $ | -79.781 $ | -7,7 % | |||
| KAVAR CAPITAL PARTNERS GROUP, LLC | 957.905 $ | |||||||||||
| LAFFER TENGLER INVESTMENTS, INC. | 950.230 $ | -95.464 $ | -9,1 % | |||||||||
| SIMPLEX TRADING, LLC | 209.430 $ | -732.602 $ | -77,8 % | 942.032 $ | ||||||||
| MML INVESTORS SERVICES, LLC | 489.184 $ | +163.388 $ | +50,2 % | 325.796 $ | -613.306 $ | -65,3 % | 939.102 $ | -436.953 $ | -31,8 % | |||
| CHOREO, LLC | 763.435 $ | +83.994 $ | +12,4 % | 679.441 $ | -258.049 $ | -27,5 % | 937.490 $ | +33.189 $ | +3,7 % | |||
| Elm3 Financial Group, LLC | 706.801 $ | -229.901 $ | -24,5 % | 936.702 $ | -374.884 $ | -28,6 % | ||||||
| International Private Wealth Advisors LLC | 931.708 $ | |||||||||||
| Tempus Wealth Planning, LLC | 924.809 $ | +781 $ | +0,1 % | 924.028 $ | +263.540 $ | +39,9 % | 660.488 $ | -436.668 $ | -39,8 % | |||
| TRUIST FINANCIAL CORP | 911.973 $ | +571.958 $ | +168,2 % | 340.015 $ | -65.918 $ | -16,2 % | 405.933 $ | +141.690 $ | +53,6 % | |||
| HB Wealth Management, LLC | 911.879 $ | +342.585 $ | +60,2 % | 569.294 $ | +31.161 $ | +5,8 % | 538.133 $ | +137.307 $ | +34,3 % | |||
| Fieldview Capital Management, LLC | 902.755 $ | +507.884 $ | +128,6 % | 394.871 $ | ||||||||
| BOOTHBAY FUND MANAGEMENT, LLC | 897.590 $ | |||||||||||
| BBR PARTNERS, LLC | 852.459 $ | +24.233 $ | +2,9 % | 828.226 $ | -54.672 $ | -6,2 % | 882.898 $ | +8.719 $ | +1,0 % | |||
| Ameritas Advisory Services, LLC | 878.922 $ | -55.065 $ | -5,9 % | |||||||||
| Texas Yale Capital Corp. | 383.059 $ | -103.794 $ | -21,3 % | 486.853 $ | -387.856 $ | -44,3 % | 874.709 $ | +154.395 $ | +21,4 % | |||
| Nicht ausgewiesen | 865.124 $ | +537.292 $ | +163,9 % | 327.832 $ | -111.504 $ | -25,4 % | 439.336 $ | |||||
| Equitable Holdings, Inc. | 861.085 $ | +407.787 $ | +90,0 % | 453.298 $ | +126.674 $ | +38,8 % | 326.624 $ | |||||
| Jaffetilchin Investment Partners, LLC | 830.174 $ | +472.387 $ | +132,0 % | 357.787 $ | ||||||||
| Triumph Capital Management | 715.592 $ | +50.039 $ | +7,5 % | 665.553 $ | -152.810 $ | -18,7 % | 818.363 $ | +121.095 $ | +17,4 % | |||
| Massar Capital Management, LP | 815.339 $ | -574.792 $ | -41,3 % | |||||||||
| Summit Global Investments | 743.000 $ | +2.000 $ | +0,3 % | 741.000 $ | -66.000 $ | -8,2 % | 807.000 $ | -18.000 $ | -2,2 % | |||
| CAPITAL FUND MANAGEMENT S.A. | 783.283 $ | +451.623 $ | +136,2 % | 331.660 $ | -197.573 $ | -37,3 % | 529.233 $ | -724.734 $ | -57,8 % | |||
| COLUMBIA ADVISORY PARTNERS LLC | 543.670 $ | +458 $ | +0,1 % | 543.212 $ | -233.418 $ | -30,1 % | 776.630 $ | -170.571 $ | -18,0 % | |||
| Brevan Howard Capital Management LP | 417.039 $ | -321.544 $ | -43,5 % | 738.583 $ | -3.111.356 $ | -80,8 % | ||||||
| Regatta Research & Money Management | 731.380 $ | |||||||||||
| PRICE T ROWE ASSOCIATES INC /MD/ | 225.000 $ | -127.000 $ | -36,1 % | 352.000 $ | -377.000 $ | -51,7 % | 729.000 $ | -60.000 $ | -7,6 % | |||
| COMERICA BANK | 723.864 $ | +133.327 $ | +22,6 % | |||||||||
| Platform Technology Partners | 709.491 $ | +92.140 $ | +14,9 % | 617.351 $ | +49.887 $ | +8,8 % | 567.464 $ | |||||
| Kestra Advisory Services, LLC | 654.095 $ | -48.934 $ | -7,0 % | 703.029 $ | +239.815 $ | +51,8 % | 463.214 $ | +4.694 $ | +1,0 % | |||
| Perigon Wealth Management, LLC | 692.641 $ | +2.268 $ | +0,3 % | 690.373 $ | ||||||||
| Werba Rubin Papier Wealth Management | 691.137 $ | +396.741 $ | +134,8 % | 294.396 $ | ||||||||
| KCM INVESTMENT ADVISORS LLC | 687.590 $ | +166.410 $ | +31,9 % | 521.180 $ | +126.230 $ | +32,0 % | 394.950 $ | |||||
| HUB Investment Partners, LLC | 647.046 $ | -39.253 $ | -5,7 % | 686.299 $ | -1.173.333 $ | -63,1 % | ||||||
| Joel Isaacson & Co., LLC | 578.050 $ | -23.202 $ | -3,9 % | 601.252 $ | -83.328 $ | -12,2 % | 684.580 $ | -162.695 $ | -19,2 % | |||
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 407.739 $ | -123.879 $ | -23,3 % | 531.618 $ | -143.262 $ | -21,2 % | 674.880 $ | +18.207 $ | +2,8 % | |||
| Dynamic Advisor Solutions LLC | 674.572 $ | -54.100 $ | -7,4 % | |||||||||
| NOMURA HOLDINGS INC | 561.192 $ | -110.254 $ | -16,4 % | 671.446 $ | +394.981 $ | +142,9 % | 276.465 $ | |||||
| LM Advisors LLC | 666.000 $ | +642.012 $ | +2.676,4 % | 23.988 $ | +1.000 $ | +4,4 % | 22.988 $ | -570.012 $ | -96,1 % | |||
| Private Advisor Group, LLC | 432.456 $ | +84.281 $ | +24,2 % | 348.175 $ | -307.299 $ | -46,9 % | 655.474 $ | -455.517 $ | -41,0 % | |||
| TD Waterhouse Canada Inc. | 654.263 $ | +411.453 $ | +169,5 % | 242.810 $ | -31.259 $ | -11,4 % | 274.069 $ | +3.409 $ | +1,3 % | |||
| Capstone Wealth Management Group, Inc. | 650.840 $ | |||||||||||
| North Ground Capital | 640.601 $ | |||||||||||
| Millennium Capital Advisors, LLC | 572.901 $ | +483 $ | +0,1 % | 572.418 $ | -63.790 $ | -10,0 % | 636.208 $ | +6.282 $ | +1,0 % | |||
| Almanack Investment Partners, LLC. | 284.520 $ | +240 $ | +0,1 % | 284.280 $ | -347.640 $ | -55,0 % | 631.920 $ | +6.240 $ | +1,0 % | |||
| MCCARTER PRIVATE WEALTH SERVICES LLC | 565.812 $ | -63.054 $ | -10,0 % | 628.866 $ | -16.601 $ | -2,6 % | ||||||
| Valeo Financial Advisors, LLC | 624.738 $ | +80.570 $ | +14,8 % | 544.168 $ | +34.809 $ | +6,8 % | 509.359 $ | +188.660 $ | +58,8 % | 320.699 $ | ||
| CHILTON INVESTMENT CO INC. | 619.808 $ | -95.840 $ | -13,4 % | |||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 619.741 $ | |||||||||||
| Pallas Capital Advisors LLC | 279.399 $ | +236 $ | +0,1 % | 279.163 $ | -340.142 $ | -54,9 % | 619.305 $ | -3.219.307 $ | -83,9 % | |||
| EVERPAR ADVISORS LLC | 549.470 $ | +464 $ | +0,1 % | 549.006 $ | -67.000 $ | -10,9 % | 616.006 $ | -62.579 $ | -9,2 % | |||
| StoneX Group Inc. | 335.956 $ | +23.766 $ | +7,6 % | 312.190 $ | -303.638 $ | -49,3 % | 615.828 $ | +404.010 $ | +190,7 % | |||
| BASSO CAPITAL MANAGEMENT, L.P. | 615.037 $ | +136.499 $ | +28,5 % | 478.538 $ | +262.632 $ | +121,6 % | 215.906 $ | |||||
| Empowered Funds, LLC | 520.269 $ | -92.307 $ | -15,1 % | 612.576 $ | +71.889 $ | +13,3 % | 540.687 $ | -116.694 $ | -17,8 % | |||
| GUGGENHEIM CAPITAL LLC | 608.090 $ | +54.194 $ | +9,8 % | 553.896 $ | -1.193 $ | -0,2 % | 555.089 $ | +43.387 $ | +8,5 % | |||
| Virtus Investment Advisers, LLC | 424.148 $ | -137.376 $ | -24,5 % | 561.524 $ | -37.194 $ | -6,2 % | 598.718 $ | -71.698 $ | -10,7 % | |||
| Essex Financial Services, Inc. | 264.204 $ | -317.631 $ | -54,6 % | 581.835 $ | +6.139 $ | +1,1 % | ||||||
| HIGHLINE WEALTH PARTNERS LLC | 571.355 $ | |||||||||||
| FIFTH THIRD BANCORP | 566.882 $ | +14.194 $ | +2,6 % | 552.688 $ | ||||||||
| Monument Capital Management | 460.488 $ | -18.999 $ | -4,0 % | 479.487 $ | +137.854 $ | +40,4 % | 341.633 $ | -216.212 $ | -38,8 % | 557.845 $ | -50.459 $ | -8,3 % |
| Moors & Cabot, Inc. | 546.089 $ | +37.062 $ | +7,3 % | 509.027 $ | -6.277 $ | -1,2 % | 515.304 $ | -133.265 $ | -20,5 % | |||
| CIBC Private Wealth Group LLC | 543.729 $ | +40.100 $ | +8,0 % | |||||||||
| CIDEL ASSET MANAGEMENT INC | 535.850 $ | |||||||||||
| Taylor & Morgan Wealth Management, LLC | 395.420 $ | +7.114 $ | +1,8 % | 388.306 $ | -9.633 $ | -2,4 % | 397.939 $ | -135.107 $ | -25,3 % | 533.046 $ | +7.577 $ | +1,4 % |
| Pinnacle Financial Partners, Inc. | 531.342 $ | +450 $ | +0,1 % | 530.892 $ | ||||||||
| Wealthspire Advisors, LLC | 524.987 $ | +38.347 $ | +7,9 % | 486.640 $ | -22.662 $ | -4,4 % | 509.302 $ | +17.048 $ | +3,5 % | |||
| Blue Trust, Inc. | 470.478 $ | +397 $ | +0,1 % | 470.081 $ | -52.385 $ | -10,0 % | 522.466 $ | +5.159 $ | +1,0 % | |||
| United Advisor Group, LLC | 514.673 $ | +17.017 $ | +3,4 % | 497.656 $ | +134.118 $ | +36,9 % | 363.538 $ | -10.984 $ | -2,9 % | |||
| Apollon Wealth Management, LLC | 489.838 $ | -21.122 $ | -4,1 % | 510.960 $ | -43.810 $ | -7,9 % | ||||||
| CIBC Bancorp USA Inc. | 507.180 $ | +11.216 $ | +2,3 % | 495.964 $ | ||||||||
| Van Hulzen Asset Management, LLC | 480.979 $ | -23.294 $ | -4,6 % | 504.273 $ | +214.583 $ | +74,1 % | ||||||
| Crescent Grove Advisors, LLC | 498.369 $ | |||||||||||
| EAGLE GLOBAL ADVISORS LLC | 485.408 $ | +182.481 $ | +60,2 % | 302.927 $ | -277.391 $ | -47,8 % | ||||||
| OPPENHEIMER & CO INC | 320.204 $ | -112.707 $ | -26,0 % | 432.911 $ | -48.954 $ | -10,2 % | 481.865 $ | +38.779 $ | +8,8 % | |||
| Allie Family Office LLC | 427.581 $ | -47.649 $ | -10,0 % | 475.230 $ | +4.693 $ | +1,0 % | ||||||
| REICON WEALTH ADVISORS, LLC | 473.299 $ | +96.770 $ | +25,7 % | 376.529 $ | +132.345 $ | +54,2 % | 244.184 $ | |||||
| Westbourne Investment Advisors, Inc. | 379.360 $ | -82.595 $ | -17,9 % | 461.955 $ | -9.352 $ | -2,0 % | 471.307 $ | -34.451 $ | -6,8 % | |||
| AXXCESS WEALTH MANAGEMENT, LLC | 465.854 $ | |||||||||||
| Stratos Wealth Partners, LTD. | 355.745 $ | -37.604 $ | -9,6 % | 393.349 $ | -70.324 $ | -15,2 % | 463.673 $ | +8.009 $ | +1,8 % | |||
| Comprehensive Money Management Services LLC | 406.769 $ | -16.832 $ | -4,0 % | 423.601 $ | -38.648 $ | -8,4 % | 462.249 $ | +21.249 $ | +4,8 % | |||
| Integrated Advisors Network LLC | 382.579 $ | -365 $ | -0,1 % | 382.944 $ | -78.641 $ | -17,0 % | 461.585 $ | -20.626 $ | -4,3 % | |||
| Windsor Advisory Group, LLC | 378.761 $ | -78.222 $ | -17,1 % | 456.983 $ | ||||||||
| Summit Trail Advisors, LLC | 450.375 $ | |||||||||||
| Sage Investment Counsel LLC | 445.836 $ | +441 $ | +0,1 % | 445.395 $ | +3.088 $ | +0,7 % | 442.307 $ | -788 $ | -0,2 % | |||
| Axiom Investment Management LLC | 438.636 $ | +370 $ | +0,1 % | 438.266 $ | ||||||||
| NATIONAL BANK OF CANADA /FI/ | 428.420 $ | +4.737 $ | +1,1 % | 423.683 $ | +39.767 $ | +10,4 % | 383.916 $ | -7.916 $ | -2,0 % | |||
| Forum Financial Management, LP | 373.077 $ | +314 $ | +0,1 % | 372.763 $ | -41.540 $ | -10,0 % | 414.303 $ | +4.091 $ | +1,0 % | |||
| Parallel Advisors, LLC | 404.279 $ | +38.482 $ | +10,5 % | 365.797 $ | -40.765 $ | -10,0 % | 406.562 $ | +184.341 $ | +83,0 % | |||
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 406.010 $ | |||||||||||
| Valtrion Capital Management, LLC | 405.678 $ | +26.069 $ | +6,9 % | 379.609 $ | -4.993 $ | -1,3 % | 384.602 $ | +11.201 $ | +3,0 % | |||
| Commerce Advisors, LLC | 207.083 $ | -192.804 $ | -48,2 % | 399.887 $ | ||||||||
| W1M Asset Management Ltd | 397.378 $ | +25.765 $ | +6,9 % | 371.613 $ | +3.739 $ | +1,0 % | ||||||
| Accredited Investors Inc. | 355.650 $ | +300 $ | +0,1 % | 355.350 $ | -39.600 $ | -10,0 % | 394.950 $ | +3.900 $ | +1,0 % | |||
| Tidal Investments LLC | 346.166 $ | +292 $ | +0,1 % | 345.874 $ | -46.970 $ | -12,0 % | 392.844 $ | -16.976 $ | -4,1 % | |||
| FLC Capital Advisors | 390.500 $ | -5.269 $ | -1,3 % | |||||||||
| Cassaday & Co Wealth Management LLC | 346.475 $ | +293 $ | +0,1 % | 346.182 $ | -38.579 $ | -10,0 % | 384.761 $ | -8.349 $ | -2,1 % | |||
| Wealthcare Advisory Partners LLC | 384.681 $ | -3.044.430 $ | -88,8 % | |||||||||
| MARINER INVESTMENT GROUP LLC | 105.625 $ | -278.750 $ | -72,5 % | 384.375 $ | +340.625 $ | +778,6 % | 43.750 $ | |||||
| NewEdge Wealth, LLC | 346.990 $ | -1.826 $ | -0,5 % | 348.816 $ | -34.039 $ | -8,9 % | 382.855 $ | +107.637 $ | +39,1 % | |||
| DRW Securities, LLC | 378.068 $ | -121.781 $ | -24,4 % | |||||||||
| Strive Financial Group ,LLC | 116.843 $ | -13.157 $ | -10,1 % | 130.000 $ | -247.914 $ | -65,6 % | 377.914 $ | |||||
| Permanens Capital L.P. | 376.073 $ | |||||||||||
| Tranquility Partners, LLC | 373.152 $ | +4.111 $ | +1,1 % | 369.041 $ | +42.049 $ | +12,9 % | 326.992 $ | -81.499 $ | -20,0 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 359.938 $ | +143.684 $ | +66,4 % | |||||||||
| Walleye Trading LLC | 358.088 $ | -32.962 $ | -8,4 % | |||||||||
| Resolute Wealth Strategies, LLC | 321.758 $ | -26.641 $ | -7,6 % | 348.399 $ | +98.596 $ | +39,5 % | ||||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 346.667 $ | +123.338 $ | +55,2 % | 223.329 $ | -47.501 $ | -17,5 % | ||||||
| CWM, LLC | 346.016 $ | +68.016 $ | +24,5 % | 278.000 $ | -30.000 $ | -9,7 % | ||||||
| Seelaus Asset Management LLC | 309.416 $ | +261 $ | +0,1 % | 309.155 $ | -34.452 $ | -10,0 % | 343.607 $ | -53.961 $ | -13,6 % | |||
| Wedmont Private Capital | 337.618 $ | +50.900 $ | +17,8 % | 286.718 $ | ||||||||
| RITHOLTZ WEALTH MANAGEMENT | 335.639 $ | |||||||||||
| IPG Investment Advisors LLC | 284.335 $ | -1.847 $ | -0,6 % | 286.182 $ | -44.438 $ | -13,4 % | 330.620 $ | -95.062 $ | -22,3 % | |||
| Snowden Capital Advisors LLC | 219.326 $ | -110.609 $ | -33,5 % | 329.935 $ | -4.338.656 $ | -92,9 % | ||||||
| Robertson Stephens Wealth Management, LLC | 296.208 $ | +242 $ | +0,1 % | 295.966 $ | -31.944 $ | -9,7 % | 327.910 $ | +3.146 $ | +1,0 % | |||
| Prospera Financial Services Inc | 327.124 $ | +30.731 $ | +10,4 % | 296.393 $ | +95.467 $ | +47,5 % | 200.926 $ | |||||
| Advisory Services Network, LLC | 124.061 $ | -201.701 $ | -61,9 % | 325.762 $ | +648 $ | +0,2 % | ||||||
| Concurrent Investment Advisors, LLC | 310.182 $ | -12.944 $ | -4,0 % | 323.126 $ | +101.188 $ | +45,6 % | ||||||
| Integrated Wealth Concepts LLC | 320.038 $ | +99.768 $ | +45,3 % | 220.270 $ | -847.714 $ | -79,4 % | ||||||
| CV Advisors LLC | 285.231 $ | +240 $ | +0,1 % | 284.991 $ | -31.759 $ | -10,0 % | 316.750 $ | -84.415 $ | -21,0 % | |||
| PVG ASSET MANAGEMENT CORP | 313.114 $ | +1.953 $ | +0,6 % | 311.161 $ | ||||||||
| Accurate Wealth Management, LLC | 278.725 $ | +3.686 $ | +1,3 % | 275.039 $ | -37.456 $ | -12,0 % | 312.495 $ | -1.546 $ | -0,5 % | |||
| HARBOUR INVESTMENTS, INC. | 282.386 $ | +238 $ | +0,1 % | 282.148 $ | -23.043 $ | -7,6 % | 305.191 $ | +101.350 $ | +49,7 % | |||
| CAPTRUST FINANCIAL ADVISORS | 304.602 $ | +4.724 $ | +1,6 % | 299.878 $ | +40.925 $ | +15,8 % | 258.953 $ | |||||
| Florida Trust Wealth Management Co | 303.820 $ | +256 $ | +0,1 % | 303.564 $ | +40.264 $ | +15,3 % | 263.300 $ | +2.600 $ | +1,0 % | |||
| Advyzon Investment Management, LLC | 302.840 $ | +1.659 $ | +0,6 % | 301.181 $ | +28.432 $ | +10,4 % | 272.749 $ | +35.460 $ | +14,9 % | |||
| ARMISTICE CAPITAL, LLC | 300.478 $ | |||||||||||
| BOKF, NA | 262.470 $ | +222 $ | +0,1 % | 262.248 $ | -36.913 $ | -12,3 % | 299.161 $ | +10.566 $ | +3,7 % | |||
| Mission Hills Financial Advisory, LLC | 298.248 $ | |||||||||||
| Allworth Financial LP | 264.367 $ | +182 $ | +0,1 % | 264.185 $ | -32.739 $ | -11,0 % | 296.924 $ | -38.604 $ | -11,5 % | |||
| SYMMETRY PEAK MANAGEMENT LLC | 296.375 $ | +250 $ | +0,1 % | 296.125 $ | ||||||||
| CM WEALTH ADVISORS LLC | 294.306 $ | +2.824 $ | +1,0 % | |||||||||
| Pasadena Private Wealth, LLC | 250.141 $ | +211 $ | +0,1 % | 249.930 $ | -43.650 $ | -14,9 % | 293.580 $ | -10.171 $ | -3,3 % | |||
| PATRICK M SWEENEY & ASSOCIATES, INC | 220.182 $ | -42.166 $ | -16,1 % | 262.348 $ | -28.954 $ | -9,9 % | 291.302 $ | -7.025 $ | -2,4 % | |||
| SteelPeak Wealth, LLC | 289.683 $ | -199.182 $ | -40,7 % | |||||||||
| Independent Advisor Alliance | 287.012 $ | |||||||||||
| Cooper Financial Group | 225.108 $ | +12.197 $ | +5,7 % | 212.911 $ | -72.416 $ | -25,4 % | 285.327 $ | -13.217 $ | -4,4 % | |||
| Bull Harbor Capital LLC | 284.520 $ | +240 $ | +0,1 % | 284.280 $ | ||||||||
| SG Americas Securities, LLC | 124.000 $ | -7.000 $ | -5,3 % | 131.000 $ | -151.000 $ | -53,5 % | 282.000 $ | +118.000 $ | +72,0 % | |||
| Klingman & Associates, LLC | 254.243 $ | +523 $ | +0,2 % | 253.720 $ | -28.011 $ | -9,9 % | 281.731 $ | +2.782 $ | +1,0 % | |||
| Campbell & CO Investment Adviser LLC | 277.836 $ | +49.124 $ | +21,5 % | |||||||||
| Kathmere Capital Management, LLC | 277.742 $ | |||||||||||
| TCV Trust & Wealth Management, Inc. | 249.192 $ | +211 $ | +0,1 % | 248.981 $ | -27.747 $ | -10,0 % | 276.728 $ | +2.733 $ | +1,0 % | |||
| Wilmington Savings Fund Society, FSB | 172.135 $ | -94.614 $ | -35,5 % | 266.749 $ | +240.679 $ | +923,2 % | ||||||
| Financial Synergies Wealth Advisors, Inc. | 211.752 $ | -32.173 $ | -13,2 % | 243.925 $ | -22.374 $ | -8,4 % | 266.299 $ | +2.048 $ | +0,8 % | |||
| Fiduciary Alliance LLC | 249.062 $ | -15.686 $ | -5,9 % | 264.748 $ | -59.824 $ | -18,4 % | ||||||
| Advisor OS, LLC | 263.821 $ | +51.274 $ | +24,1 % | 212.547 $ | -16.208 $ | -7,1 % | 228.755 $ | |||||
| Harbour Capital Advisors, LLC | 231.658 $ | -7.016 $ | -2,9 % | 238.674 $ | -24.016 $ | -9,1 % | 262.690 $ | +8.203 $ | +3,2 % | |||
| MOSAIC FINANCIAL GROUP, LLC | 261.000 $ | +3.000 $ | +1,2 % | |||||||||
| Glenview Trust Co | 234.729 $ | +198 $ | +0,1 % | 234.531 $ | -26.136 $ | -10,0 % | 260.667 $ | +2.574 $ | +1,0 % | |||
| One Charles Private Wealth Services, LLC | 258.850 $ | +2.556 $ | +1,0 % | |||||||||
| Physician Wealth Advisors, Inc. | 71.130 $ | -184.271 $ | -72,1 % | 255.401 $ | +45 $ | +0,0 % | ||||||
| Capital Planning Advisors, LLC | 227.187 $ | -27.450 $ | -10,8 % | 254.637 $ | ||||||||
| Sowell Financial Services LLC | 253.255 $ | |||||||||||
| MGO ONE SEVEN LLC | 251.018 $ | |||||||||||
| Palliser Capital (UK) Ltd | 249.358 $ | |||||||||||
| FLAGSHIP HARBOR ADVISORS, LLC | 232.142 $ | +2.083 $ | +0,9 % | 230.059 $ | -17.800 $ | -7,2 % | 247.859 $ | +9.179 $ | +3,8 % | |||
| Texas Capital Bank Wealth Management Services Inc | 222.661 $ | +188 $ | +0,1 % | 222.473 $ | -24.792 $ | -10,0 % | 247.265 $ | |||||
| CASCADE INVESTMENT GROUP, INC. | 246.186 $ | +29.805 $ | +13,8 % | |||||||||
| WEDBUSH SECURITIES INC | 223.000 $ | -11.000 $ | -4,7 % | 234.000 $ | -10.000 $ | -4,1 % | 244.000 $ | |||||
| Catalyst Funds Management Pty Ltd | 241.259 $ | -24.655 $ | -9,3 % | |||||||||
| Hardy Reed LLC | 241.036 $ | |||||||||||
| Core Wealth Partners LLC | 210.829 $ | +178 $ | +0,1 % | 210.651 $ | -23.475 $ | -10,0 % | 234.126 $ | +2.312 $ | +1,0 % | |||
| MACKENZIE FINANCIAL CORP | 227.616 $ | |||||||||||
| Brucke Financial, Inc. | 226.099 $ | +18.763 $ | +9,0 % | 207.336 $ | ||||||||
| Vines Capital Management, LLC | 202.341 $ | +171 $ | +0,1 % | 202.170 $ | -22.530 $ | -10,0 % | 224.700 $ | |||||
| A4 Wealth Advisors LLC | 201.010 $ | -22.400 $ | -10,0 % | 223.410 $ | ||||||||
| Chicago Partners Investment Group LLC | 220.996 $ | -2.404 $ | -1,1 % | |||||||||
| Compound Planning, Inc. | 218.704 $ | +9.028 $ | +4,3 % | |||||||||
| FRG Family Wealth Advisors LLC | 216.959 $ | -321.908 $ | -59,7 % | |||||||||
| TRITONPOINT WEALTH, LLC | 216.800 $ | +2.080 $ | +1,0 % | |||||||||
| NorthRock Partners, LLC | 216.448 $ | |||||||||||
| Prosperity Consulting Group, LLC | 216.090 $ | +2.134 $ | +1,0 % | |||||||||
| Paragon Capital Management Ltd | 212.908 $ | +9.121 $ | +4,5 % | 203.787 $ | ||||||||
| Waverly Advisors, LLC | 211.042 $ | |||||||||||
| Anfield Capital Management, LLC | 187.317 $ | -20.874 $ | -10,0 % | 208.191 $ | +2.056 $ | +1,0 % | ||||||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 206.277 $ | +4.777 $ | +2,4 % | 201.500 $ | ||||||||
| SMH CAPITAL ADVISORS INC | 205.376 $ | |||||||||||
| Catalyst Capital Advisors LLC | 205.376 $ | +110.616 $ | +116,7 % | 94.760 $ | ||||||||
| HM PAYSON & CO | 205.092 $ | +173 $ | +0,1 % | 204.919 $ | +56.154 $ | +37,7 % | 148.765 $ | -24.601 $ | -14,2 % | |||
| IFP Advisors, Inc | 101.977 $ | -38.599 $ | -27,5 % | 140.576 $ | -63.113 $ | -31,0 % | 203.689 $ | -49.399 $ | -19,5 % | |||
| Squarepoint Ops LLC | 201.464 $ | |||||||||||
| ROTHSCHILD INVESTMENT LLC | 187.654 $ | +3.805 $ | +2,1 % | 183.849 $ | -16.954 $ | -8,4 % | 200.803 $ | +5.325 $ | +2,7 % | |||
| Wellington Shields Capital Management, LLC | 187.269 $ | +157 $ | +0,1 % | 187.112 $ | -9.441 $ | -4,8 % | 196.553 $ | +1.940 $ | +1,0 % | |||
| Global Wealth Strategies & Associates | 186.440 $ | +31.883 $ | +20,6 % | 154.557 $ | ||||||||
| Union Bancaire Privee, UBP SA | 182.705 $ | +6.159 $ | +3,5 % | 176.546 $ | +176.519 $ | +653.774,1 % | 27 $ | -1.111.097 $ | -100,0 % | |||
| Opal Wealth Advisors, LLC | 180.495 $ | |||||||||||
| Garton & Associates Financial Advisors LLC | 167.023 $ | |||||||||||
| AREX Capital Management, LP | 165.830 $ | |||||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 64.136 $ | +3.608 $ | +6,0 % | 60.528 $ | -104.377 $ | -63,3 % | 164.905 $ | +131.770 $ | +397,7 % | |||
| American Capital Advisory, LLC | 152.151 $ | -12.187 $ | -7,4 % | 164.338 $ | ||||||||
| High Note Wealth, LLC | 154.897 $ | |||||||||||
| AMERIFLEX GROUP, INC. | 147.737 $ | +125 $ | +0,1 % | 147.612 $ | ||||||||
| Annis Gardner Whiting Capital Advisors, LLC | 123.283 $ | +51.296 $ | +71,3 % | 71.987 $ | ||||||||
| EverSource Wealth Advisors, LLC | 35.825 $ | -86.085 $ | -70,6 % | 121.910 $ | +57.665 $ | +89,8 % | 64.245 $ | +51.184 $ | +391,9 % | |||
| TWIN PEAKS WEALTH ADVISORS, LLC | 117.125 $ | |||||||||||
| Key Capital Management, INC | 37.106 $ | -8.947 $ | -19,4 % | 46.053 $ | -58.451 $ | -55,9 % | 104.504 $ | |||||
| North Star Investment Management Corp. | 87.594 $ | +515 $ | +0,6 % | 87.079 $ | -9.280 $ | -9,6 % | 96.359 $ | -9.573 $ | -9,0 % | |||
| Caitong International Asset Management Co., Ltd | 84.550 $ | -11.370 $ | -11,9 % | 95.920 $ | +95.764 $ | +61.387,2 % | ||||||
| Tower Research Capital LLC (TRC) | 91.189 $ | +13.202 $ | +16,9 % | 77.987 $ | +59.451 $ | +320,7 % | ||||||
| Atlantic Union Bankshares Corp | 78.243 $ | +66 $ | +0,1 % | 78.177 $ | -8.712 $ | -10,0 % | 86.889 $ | +858 $ | +1,0 % | |||
| PRIVATE TRUST CO NA | 61.670 $ | -18.900 $ | -23,5 % | 80.570 $ | +12.086 $ | +17,6 % | 68.484 $ | -37.360 $ | -35,3 % | |||
| Ankerstar Wealth, LLC | 13.978 $ | -46.250 $ | -76,8 % | 60.228 $ | -19.083 $ | -24,1 % | 79.311 $ | |||||
| Sankala Group LLC | 76.016 $ | +3.998 $ | +5,6 % | 72.018 $ | +24 $ | +0,0 % | 71.994 $ | |||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16.478 $ | -53.876 $ | -76,6 % | 70.354 $ | ||||||||
| Investors Research Corp | 68.943 $ | +777 $ | +1,1 % | 68.166 $ | +57 $ | +0,1 % | 68.109 $ | |||||
| SHP Wealth Management | 32.138 $ | -35.669 $ | -52,6 % | 67.807 $ | +19.328 $ | +39,9 % | 48.479 $ | |||||
| Security National Bank | 55.672 $ | -6.204 $ | -10,0 % | 61.876 $ | -11.407 $ | -15,6 % | ||||||
| Westfuller Advisors, LLC | 48.568 $ | +39 $ | +0,1 % | 48.529 $ | -5.237 $ | -9,7 % | 53.766 $ | +515 $ | +1,0 % | |||
| Privatperson | 47.380 $ | -5.280 $ | -10,0 % | 52.660 $ | ||||||||
| Grove Bank & Trust | 47.380 $ | -5.280 $ | -10,0 % | 52.660 $ | +520 $ | +1,0 % | ||||||
| HARBOR INVESTMENT ADVISORY, LLC | 47.001 $ | -5.238 $ | -10,0 % | 52.239 $ | -25.137 $ | -32,5 % | ||||||
| BARCLAYS PLC | 51.360 $ | -353.142 $ | -87,3 % | |||||||||
| Medallion Wealth Advisors, LLC | 45.712 $ | +38 $ | +0,1 % | 45.674 $ | ||||||||
| ARMSTRONG ADVISORY GROUP, INC | 43.452 $ | +489 $ | +1,1 % | 42.963 $ | +36 $ | +0,1 % | 42.927 $ | +16.623 $ | +63,2 % | 26.304 $ | +15.224 $ | +137,4 % |
| Fairman Group, LLC | 35.491 $ | -3.831 $ | -9,7 % | 39.322 $ | +377 $ | +1,0 % | ||||||
| Quantum Portfolio Management LLC | 38.178 $ | |||||||||||
| First Bancorp, Inc /ME/ | 37.936 $ | |||||||||||
| Strategic Wealth Partners, Ltd. | 35.091 $ | +30 $ | +0,1 % | 35.061 $ | +9.258 $ | +35,9 % | 25.803 $ | -9.538 $ | -27,0 % | |||
| Hilton Head Capital Partners, LLC | 32.720 $ | +28 $ | +0,1 % | 32.692 $ | -1.537 $ | -4,5 % | 34.229 $ | |||||
| OSTERWEIS CAPITAL MANAGEMENT INC | 14.179 $ | -15.955 $ | -52,9 % | 30.134 $ | -3.358 $ | -10,0 % | 33.492 $ | |||||
| FNY Investment Advisers, LLC | 33.000 $ | |||||||||||
| BI Asset Management Fondsmaeglerselskab A/S | 11.000 $ | -19.000 $ | -63,3 % | 30.000 $ | -3.000 $ | -9,1 % | 33.000 $ | +1.000 $ | +3,1 % | |||
| ORG Partners LLC | 31.708 $ | -394.729 $ | -92,6 % | |||||||||
| Allied Private Wealth LLC | 31.547 $ | |||||||||||
| CITIGROUP INC | 29.092 $ | +8.783 $ | +43,2 % | |||||||||
| Caitlin John, LLC | 28.452 $ | +24 $ | +0,1 % | 28.428 $ | ||||||||
| SIGNATUREFD, LLC | 23.690 $ | -2.640 $ | -10,0 % | 26.330 $ | +260 $ | +1,0 % | ||||||
| CKW FINANCIAL GROUP | 26.000 $ | +0 $ | +0,0 % | |||||||||
| Innovative Asset Advisors Group, LLC | 24.460 $ | |||||||||||
| AdvisorNet Financial, Inc | 23.710 $ | |||||||||||
| Ritter Daniher Financial Advisory LLC / DE | 21.064 $ | -1.687 $ | -7,4 % | 22.751 $ | ||||||||
| MCGUIRE CAPITAL ADVISORS INC | 18.968 $ | +16 $ | +0,1 % | 18.952 $ | -2.112 $ | -10,0 % | 21.064 $ | |||||
| Strategic Wealth Advisors LLC | 17.000 $ | +2.000 $ | +13,3 % | 15.000 $ | -2.000 $ | -11,8 % | 17.000 $ | |||||
| EVOLUTION WEALTH MANAGEMENT INC. | 15.008 $ | +148 $ | +1,0 % | |||||||||
| Provenance Wealth Advisors, LLC | 14.273 $ | +12 $ | +0,1 % | 14.261 $ | ||||||||
| Colonial Trust Co / SC | 11.760 $ | -346 $ | -2,9 % | 12.106 $ | -1.349 $ | -10,0 % | 13.455 $ | |||||
| HUNTINGTON NATIONAL BANK | 13.409 $ | |||||||||||
| Noble Wealth Management PBC | 13.165 $ | |||||||||||
| NFSG Corp | 11.855 $ | -395.228 $ | -97,1 % | |||||||||
| Compass Financial Services Inc | 11.091 $ | -8.924 $ | -44,6 % | |||||||||
| Owl Creek Wealth Partners LLC | 10.519 $ | |||||||||||
| JONES FINANCIAL COMPANIES LLLP | 9.476 $ | +190 $ | +2,0 % | 9.286 $ | -1.114 $ | -10,7 % | 10.400 $ | +8.133 $ | +358,8 % | |||
| US BANCORP \DE\ | 9.121 $ | -1.016 $ | -10,0 % | 10.137 $ | -270.246 $ | -96,4 % | ||||||
| HAZLETT, BURT & WATSON, INC. | 9.000 $ | -1.000 $ | -10,0 % | 10.000 $ | ||||||||
| Rossby Financial, LCC | 8.294 $ | -44.888 $ | -84,4 % | |||||||||
| DV EQUITIES, LLC | 7.899 $ | |||||||||||
| DV Trading LLC | 7.899 $ | |||||||||||
| JFS WEALTH ADVISORS, LLC | 196 $ | -7.172 $ | -97,3 % | 7.368 $ | ||||||||
| SALEM INVESTMENT COUNSELORS INC | 6.120 $ | +3.062 $ | +100,1 % | 3.058 $ | ||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5.825 $ | +188 $ | +3,3 % | 5.637 $ | -454 $ | -7,5 % | 6.091 $ | +230 $ | +3,9 % | |||
| GoalVest Advisory LLC | 5.398 $ | +54 $ | +1,0 % | |||||||||
| WealthCollab, LLC | 5.030 $ | -7.432 $ | -59,6 % | |||||||||
| CENTRAL TRUST Co | 5.030 $ | |||||||||||
| CALDWELL SUTTER CAPITAL, INC. | 4.505 $ | |||||||||||
| Root Financial Partners, LLC | 4.454 $ | +1.847 $ | +70,8 % | |||||||||
| WHITTIER TRUST CO OF NEVADA INC | 3.879 $ | -294.335 $ | -98,7 % | |||||||||
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 3.483 $ | |||||||||||
| Pinnacle Wealth Planning Services, Inc. | 2.845 $ | +2 $ | +0,1 % | 2.843 $ | -317 $ | -10,0 % | 3.160 $ | |||||
| Roxbury Financial LLC | 2.494 $ | +28 $ | +1,1 % | 2.466 $ | ||||||||
| Westend Capital Management, LLC | 1.802 $ | +2 $ | +0,1 % | 1.800 $ | -201 $ | -10,0 % | 2.001 $ | +20 $ | +1,0 % | |||
| Nicht ausgewiesen | 1.682 $ | |||||||||||
| Mosley Wealth Management | 1.460 $ | |||||||||||
| FIDUCIARY FINANCIAL ADVISORS | 1.233 $ | |||||||||||
| Bare Financial Services, Inc | 1.159 $ | |||||||||||
| CX Institutional | 1.000 $ | |||||||||||
| HANTZ FINANCIAL SERVICES, INC. | 1.000 $ | |||||||||||
| Bayforest Capital Ltd | 830 $ | |||||||||||
| Darwin Wealth Management, LLC | 658 $ | +7 $ | +1,1 % | |||||||||
| OBSIDIAN CIO, LLC | 593 $ | -443.037 $ | -99,9 % | |||||||||
| Essential Partners LLC | 263 $ | -2.344 $ | -89,9 % | |||||||||
| New Millennium Group LLC | 25 $ | +1 $ | +4,2 % | |||||||||
| 50.286.333 $ | -26.022.905 $ | +4,2 % | 2.175.860.119 $ | +129.170.966 $ | +24,9 % | 2.046.329.400 $ | -292.560.967 $ | +1.965,8 % | 2.297.611.617 $ | +87.822.294 $ | +213,8 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
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Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet — Stand: 12.10.2026.
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 — Stand: 12.10.2026.
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 überwiegend regelbasierten Scoring-Modells aus öffentlich
verfügbaren Daten. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.