| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 4.465.620.679 $ | +591.990.035 $ | +73,5 % | 3.923.558.840 $ | +183.807.136 $ | +14,1 % | 3.635.216.905 $ | +112.804.680 $ | +11,6 % | 3.473.096.340 $ | +261.845.808 $ | +31,8 % | |
| AE Wealth Management LLC | 758.648.569 $ | +41.708.123 $ | +5,8 % | 716.940.446 $ | -1.717.496 $ | -0,2 % | 718.657.942 $ | +16.806.559 $ | +2,4 % | 701.851.383 $ | +25.245.419 $ | +3,7 % |
| ALLIANZ SE | 396.755.782 $ | +94.063.330 $ | +31,1 % | 302.692.452 $ | +233.296.859 $ | +336,2 % | 69.395.593 $ | |||||
| COMMONWEALTH EQUITY SERVICES, LLC | 381.317.620 $ | +27.551.670 $ | +7,8 % | 353.765.950 $ | -13.321.300 $ | -3,6 % | 367.087.250 $ | +5.702.250 $ | +1,6 % | 361.385.000 $ | -15.680.000 $ | -4,2 % |
| LPL Financial LLC | 235.939.675 $ | +24.574.018 $ | +11,6 % | 211.365.657 $ | +8.395.245 $ | +4,1 % | 202.970.412 $ | +39.609.657 $ | +24,2 % | 163.360.755 $ | +132.849.983 $ | +435,4 % |
| OSAIC HOLDINGS, INC. | 226.730.543 $ | +27.692.805 $ | +13,9 % | 199.037.738 $ | -14.406.024 $ | -6,7 % | 213.443.762 $ | +4.337.977 $ | +2,1 % | 209.105.785 $ | +5.469.727 $ | +2,7 % |
| Gradient Investments LLC | 176.581.313 $ | +5.296.967 $ | +3,1 % | 171.284.346 $ | +22.920 $ | +0,0 % | 171.261.426 $ | -4.686.123 $ | -2,7 % | 175.947.549 $ | +57.304.574 $ | +48,3 % |
| RAYMOND JAMES FINANCIAL INC | 165.992.378 $ | +30.505.566 $ | +22,5 % | 135.486.812 $ | -891.232 $ | -0,7 % | 136.378.044 $ | +18.597.150 $ | +15,8 % | 117.780.894 $ | +14.242.229 $ | +13,8 % |
| Cetera Investment Advisers | 118.173.615 $ | +8.628.426 $ | +7,9 % | 109.545.189 $ | +3.604.048 $ | +3,4 % | 105.941.141 $ | -1.142.776 $ | -1,1 % | 107.083.917 $ | +10.652.776 $ | +11,0 % |
| Cambridge Investment Research Advisors, Inc. | 97.620.000 $ | +53.440.000 $ | +121,0 % | 44.180.000 $ | +3.476.000 $ | +8,5 % | 40.704.000 $ | +6.740.000 $ | +19,8 % | 33.964.000 $ | +4.958.000 $ | +17,1 % |
| Kestra Advisory Services, LLC | 93.205.041 $ | -2.359.146 $ | -2,5 % | 95.564.187 $ | +13.005.736 $ | +15,8 % | 82.558.451 $ | +7.569.785 $ | +10,1 % | 74.988.666 $ | -27.507.641 $ | -26,8 % |
| Lloyd Advisory Services, LLC. | 80.024.721 $ | +75.285.975 $ | +1.588,7 % | 4.738.746 $ | -82.223.131 $ | -94,6 % | 86.961.877 $ | +18.204.005 $ | +26,5 % | 68.757.872 $ | +1.658.810 $ | +2,5 % |
| AMERICAN ASSET MANAGEMENT INC. | 85.017.804 $ | +2.573.401 $ | +3,1 % | 82.444.403 $ | -2.713.351 $ | -3,2 % | 85.157.754 $ | +899.098 $ | +1,1 % | 84.258.656 $ | +695.738 $ | +0,8 % |
| ENVESTNET ASSET MANAGEMENT INC | 78.004.696 $ | +13.949.370 $ | +21,8 % | 64.055.326 $ | +7.953.065 $ | +14,2 % | 56.102.261 $ | -3.186.783 $ | -5,4 % | 59.289.044 $ | +5.020.454 $ | +9,3 % |
| Allianz Investment Management U.S. LLC | 74.690.281 $ | -26.543.989 $ | -26,2 % | |||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 68.513.277 $ | +36.282.545 $ | +112,6 % | 32.230.732 $ | -8.643.178 $ | -21,1 % | 40.873.910 $ | +253.368 $ | +0,6 % | 40.620.542 $ | +14.372.403 $ | +54,8 % |
| RFG Advisory, LLC | 60.263.804 $ | +5.023.217 $ | +9,1 % | 55.240.587 $ | +168.772 $ | +0,3 % | 55.071.815 $ | +4.709.743 $ | +9,4 % | 50.362.072 $ | +4.168.258 $ | +9,0 % |
| Stuart Chaussee & Associates, Inc. | 57.775.408 $ | |||||||||||
| STEPHENS INC /AR/ | 53.760.353 $ | +5.798.173 $ | +12,1 % | 47.962.180 $ | +4.916.490 $ | +11,4 % | 43.045.690 $ | +6.113.657 $ | +16,6 % | 36.932.033 $ | +3.474.140 $ | +10,4 % |
| Wellment Financial | 52.747.502 $ | +2.454.501 $ | +4,9 % | 50.293.001 $ | -605.056 $ | -1,2 % | 50.898.057 $ | -340.940 $ | -0,7 % | 51.238.997 $ | +3.170.974 $ | +6,6 % |
| Savant Capital, LLC | 49.934.871 $ | +10.098.660 $ | +25,4 % | 39.836.211 $ | +5.694.581 $ | +16,7 % | 34.141.630 $ | +9.429.789 $ | +38,2 % | 24.711.841 $ | +11.334.139 $ | +84,7 % |
| Outlook Wealth Advisors, LLC | 23.909.259 $ | +1.097.972 $ | +4,8 % | 22.811.287 $ | -22.549.438 $ | -49,7 % | 45.360.725 $ | +22.158.350 $ | +95,5 % | 23.202.375 $ | +150.652 $ | +0,7 % |
| POM Investment Strategies, LLC | 44.845.570 $ | +4.157.826 $ | +10,2 % | 40.687.744 $ | ||||||||
| Authentikos Wealth Advisory, LLC | 30.734.677 $ | +69.486 $ | +0,2 % | 30.665.191 $ | -5.778.571 $ | -15,9 % | 36.443.762 $ | -587.756 $ | -1,6 % | 37.031.518 $ | +1.641.873 $ | +4,6 % |
| B.O.S.S. Retirement Advisors, LLC | 20.394.525 $ | +276.597 $ | +1,4 % | 20.117.928 $ | -1.996.341 $ | -9,0 % | 22.114.269 $ | -14.552.969 $ | -39,7 % | 36.667.238 $ | -1.439.969 $ | -3,8 % |
| CENTAURUS FINANCIAL, INC. | 33.690.000 $ | +1.984.000 $ | +6,3 % | 31.706.000 $ | -2.074.000 $ | -6,1 % | 33.780.000 $ | -102.000 $ | -0,3 % | 33.882.000 $ | -8.107.000 $ | -19,3 % |
| HARBOUR INVESTMENTS, INC. | 31.675.287 $ | +2.509.778 $ | +8,6 % | 29.165.509 $ | +1.404.440 $ | +5,1 % | 27.761.069 $ | +3.668.858 $ | +15,2 % | 24.092.211 $ | -2.241.830 $ | -8,5 % |
| SMART Wealth LLC | 24.178.351 $ | -5.290.792 $ | -18,0 % | 29.469.143 $ | -1.774.953 $ | -5,7 % | 31.244.096 $ | +6.795.419 $ | +27,8 % | |||
| MML INVESTORS SERVICES, LLC | 30.770.365 $ | +17.238.914 $ | +127,4 % | 13.531.451 $ | -7.958.495 $ | -37,0 % | 21.489.946 $ | +2.114.236 $ | +10,9 % | 19.375.710 $ | -6.309.290 $ | -24,6 % |
| LifeWealth Investments, LLC | 8.075.428 $ | -2.814.448 $ | -25,8 % | 10.889.876 $ | -3.607.241 $ | -24,9 % | 14.497.117 $ | -15.625.537 $ | -51,9 % | 30.122.654 $ | +1.932.047 $ | +6,9 % |
| Mid-American Wealth Advisory Group, Inc. | 26.056.023 $ | -3.697.354 $ | -12,4 % | 29.753.377 $ | +0 $ | +0,0 % | 29.753.377 $ | -143.183 $ | -0,5 % | 29.896.560 $ | +765.796 $ | +2,6 % |
| World Investment Advisors | 29.760.715 $ | |||||||||||
| ACCESS FINANCIAL SERVICES, INC. | 29.153.808 $ | +1.442.041 $ | +5,2 % | 27.711.767 $ | -738.676 $ | -2,6 % | 28.450.443 $ | +916.174 $ | +3,3 % | 27.534.269 $ | +7.013.126 $ | +34,2 % |
| JANE STREET GROUP, LLC | 3.975.744 $ | -24.495.962 $ | -86,0 % | 28.471.706 $ | +22.680.255 $ | +391,6 % | 5.791.451 $ | +574.323 $ | +11,0 % | 5.217.128 $ | -807.941 $ | -13,4 % |
| OLD MISSION CAPITAL LLC | 24.070.676 $ | -3.143.842 $ | -11,6 % | 27.214.518 $ | +2.266.356 $ | +9,1 % | 24.948.162 $ | +2.031.386 $ | +8,9 % | 22.916.776 $ | +4.264.870 $ | +22,9 % |
| GTS FINANCIAL, LLC | 26.744.923 $ | +13.175.410 $ | +97,1 % | 13.569.513 $ | ||||||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 26.587.786 $ | +23.827.388 $ | +863,2 % | 2.760.398 $ | +1.257.800 $ | +83,7 % | 1.502.598 $ | +421.358 $ | +39,0 % | 1.081.240 $ | -57.635 $ | -5,1 % |
| Spire Wealth Management | 25.526.303 $ | +1.750.531 $ | +7,4 % | 23.775.772 $ | +400.278 $ | +1,7 % | 23.375.494 $ | +3.335.955 $ | +16,6 % | 20.039.539 $ | +2.223.709 $ | +12,5 % |
| HOWARD BAILEY SECURITIES, LLC | 22.944.622 $ | +822.466 $ | +3,7 % | 22.122.156 $ | -398.197 $ | -1,8 % | 22.520.353 $ | -2.343.286 $ | -9,4 % | 24.863.639 $ | +3.413.663 $ | +15,9 % |
| Elevated Capital Advisors, LLC | 24.087.703 $ | +113.665 $ | +0,5 % | 23.974.038 $ | +3.925.571 $ | +19,6 % | 20.048.467 $ | -125.447 $ | -0,6 % | 20.173.914 $ | -511.471 $ | -2,5 % |
| Sanctuary Advisors, LLC | 11.805.915 $ | +905.968 $ | +8,3 % | 10.899.947 $ | -3.244.680 $ | -22,9 % | 14.144.627 $ | -9.855.366 $ | -41,1 % | 23.999.993 $ | +12.384.850 $ | +106,6 % |
| FWG Investments, LLC. | 23.840.851 $ | +4.571.603 $ | +23,7 % | 19.269.248 $ | +8.984 $ | +0,0 % | 19.260.264 $ | +401.501 $ | +2,1 % | 18.858.763 $ | +2.390.860 $ | +14,5 % |
| Guardian Capital, LLC | 22.997.007 $ | +7.255.778 $ | +46,1 % | 15.741.229 $ | +6.948.757 $ | +79,0 % | 8.792.472 $ | |||||
| Lido Advisors, LLC | 22.748.961 $ | +21.785.404 $ | +2.260,9 % | 963.557 $ | -28.301 $ | -2,9 % | 991.858 $ | |||||
| Integrated Wealth Management | 22.203.239 $ | +2.478.892 $ | +12,6 % | 19.724.347 $ | +1.353.212 $ | +7,4 % | 18.371.135 $ | |||||
| Patriot Financial Group Insurance Agency, LLC | 12.471.951 $ | -9.587.419 $ | -43,5 % | 22.059.370 $ | +10.782.438 $ | +95,6 % | 11.276.932 $ | +1.656.856 $ | +17,2 % | 9.620.076 $ | +1.002.183 $ | +11,6 % |
| Ausdal Financial Partners, Inc. | 20.443.315 $ | +13.001.886 $ | +174,7 % | 7.441.429 $ | +5.087.375 $ | +216,1 % | 2.354.054 $ | +48.284 $ | +2,1 % | 2.305.770 $ | +79.530 $ | +3,6 % |
| Strategic Blueprint, LLC | 4.066.298 $ | -6.835.724 $ | -62,7 % | 10.902.022 $ | -393.711 $ | -3,5 % | 11.295.733 $ | -8.980.048 $ | -44,3 % | 20.275.781 $ | +544.395 $ | +2,8 % |
| Farther Finance Advisors, LLC | 20.105.405 $ | +4.842.907 $ | +31,7 % | 15.262.498 $ | +7.354.585 $ | +93,0 % | 7.907.913 $ | +1.261.914 $ | +19,0 % | 6.645.999 $ | +328.419 $ | +5,2 % |
| Advyzon Investment Management, LLC | 20.035.489 $ | +10.120.756 $ | +102,1 % | 9.914.733 $ | +8.868.814 $ | +847,9 % | 1.045.919 $ | |||||
| Transcendent Capital Group LLC | 19.937.874 $ | +2.322.782 $ | +13,2 % | 17.615.092 $ | +533.419 $ | +3,1 % | 17.081.673 $ | +415.788 $ | +2,5 % | 16.665.885 $ | +876.008 $ | +5,5 % |
| USA FINANCIAL FORMULAS | 18.632.400 $ | 15.113.989 $ | -1.411.359 $ | -8,5 % | 16.525.348 $ | -2.804.438 $ | -14,5 % | 19.329.786 $ | -2.951.540 $ | -13,2 % | ||
| Sterling Manor Financial, LLC | 14.885.521 $ | -3.867.521 $ | -20,6 % | 18.753.042 $ | +246.920 $ | +1,3 % | 18.506.122 $ | -1.050.777 $ | -5,4 % | |||
| Modern Wealth Management, LLC | 17.063.624 $ | -580.587 $ | -3,3 % | 17.644.211 $ | +523.863 $ | +3,1 % | 17.120.348 $ | +378.303 $ | +2,3 % | |||
| FSA Advisors, Inc. | 16.882.580 $ | +2.253.207 $ | +15,4 % | 14.629.373 $ | +1.580.080 $ | +12,1 % | 13.049.293 $ | +820.387 $ | +6,7 % | 12.228.906 $ | +2.289.370 $ | +23,0 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 16.274.506 $ | +2.812.856 $ | +20,9 % | 13.461.650 $ | +871.825 $ | +6,9 % | 12.589.825 $ | +1.601.375 $ | +14,6 % | 10.988.450 $ | +1.514.378 $ | +16,0 % |
| Networth Advisors, LLC | 14.664.036 $ | +1.296.481 $ | +9,7 % | 13.367.555 $ | -84.700 $ | -0,6 % | 13.452.255 $ | |||||
| ARS Wealth Advisors Group, LLC | 14.639.673 $ | +1.260.879 $ | +9,4 % | 13.378.794 $ | -611.730 $ | -4,4 % | 13.990.524 $ | +126.246 $ | +0,9 % | 13.864.278 $ | +617.351 $ | +4,7 % |
| Aegis Wealth Management, Inc. | 13.377.120 $ | -694.260 $ | -4,9 % | 14.071.380 $ | +590.963 $ | +4,4 % | 13.480.417 $ | |||||
| JPMORGAN CHASE & CO | 5.547.317 $ | +2.948.469 $ | +113,5 % | 2.598.848 $ | -3.185.361 $ | -55,1 % | 5.784.209 $ | -7.896.529 $ | -57,7 % | 13.680.738 $ | +7.937.378 $ | +138,2 % |
| RED CRANE WEALTH MANAGEMENT, LLC | 13.212.034 $ | -393.119 $ | -2,9 % | 13.605.153 $ | +185.239 $ | +1,4 % | 13.419.914 $ | +391.609 $ | +3,0 % | 13.028.305 $ | +953.677 $ | +7,9 % |
| TOUNJIAN ADVISORY PARTNERS, LLC | 13.297.974 $ | +4.092.380 $ | +44,5 % | |||||||||
| Long Island Wealth Management, Inc. | 12.898.352 $ | +688.201 $ | +5,6 % | 12.210.151 $ | -193.800 $ | -1,6 % | 12.403.951 $ | +257.262 $ | +2,1 % | 12.146.689 $ | +360.856 $ | +3,1 % |
| Great Lakes Retirement, Inc. | 10.519.389 $ | -474.936 $ | -4,3 % | 10.994.325 $ | -1.467.569 $ | -11,8 % | 12.461.894 $ | -419.556 $ | -3,3 % | 12.881.450 $ | -476.580 $ | -3,6 % |
| PFG Advisors | 10.008.952 $ | -966.934 $ | -8,8 % | 10.975.886 $ | -1.830.038 $ | -14,3 % | 12.805.924 $ | +4.291.181 $ | +50,4 % | 8.514.743 $ | +1.013.455 $ | +13,5 % |
| Focus Financial Network, Inc. | 12.516.223 $ | +1.315.534 $ | +11,7 % | 11.200.689 $ | +348.606 $ | +3,2 % | 10.852.083 $ | -633.286 $ | -5,5 % | 11.485.369 $ | +473.131 $ | +4,3 % |
| Richmond Brothers, Inc. | 12.503.584 $ | |||||||||||
| Westshore Wealth, LLC | 11.050.870 $ | -1.205.047 $ | -9,8 % | 12.255.917 $ | +4.203.401 $ | +52,2 % | 8.052.516 $ | +2.063.759 $ | +34,5 % | 5.988.757 $ | +3.433.436 $ | +134,4 % |
| Csenge Advisory Group | 10.176.642 $ | -1.920.138 $ | -15,9 % | 12.096.780 $ | +604.017 $ | +5,3 % | 11.492.763 $ | +283.909 $ | +2,5 % | 11.208.854 $ | +2.776.391 $ | +32,9 % |
| Rothschild Wealth LLC | 11.486.344 $ | +322.236 $ | +2,9 % | 11.164.108 $ | -616.898 $ | -5,2 % | 11.781.006 $ | +1.089.701 $ | +10,2 % | 10.691.305 $ | +1.744.841 $ | +19,5 % |
| NBZ Investment Advisors LLC | 11.729.844 $ | +1.103.604 $ | +10,4 % | 10.626.240 $ | -343.460 $ | -3,1 % | 10.969.700 $ | +734.610 $ | +7,2 % | 10.235.090 $ | +615.458 $ | +6,4 % |
| WealthPlan Investment Management, LLC | 1.411.112 $ | +98.357 $ | +7,5 % | 1.312.755 $ | -243.572 $ | -15,7 % | 1.556.327 $ | -9.991.316 $ | -86,5 % | 11.547.643 $ | -909.191 $ | -7,3 % |
| Castle Rock Wealth Management, LLC | 11.505.151 $ | +1.056.416 $ | +10,1 % | 10.448.735 $ | +504.404 $ | +5,1 % | 9.944.331 $ | +1.138.309 $ | +12,9 % | 8.806.022 $ | +1.074.394 $ | +13,9 % |
| BIP Wealth, LLC | 11.027.277 $ | +2.374.788 $ | +27,4 % | 8.652.489 $ | -142.059 $ | -1,6 % | 8.794.548 $ | |||||
| Compass Advisory Group LLC | 10.317.055 $ | +456.150 $ | +4,6 % | 9.860.905 $ | -113.659 $ | -1,1 % | 9.974.564 $ | +1.244 $ | +0,0 % | 9.973.320 $ | +203.067 $ | +2,1 % |
| Nvest Financial, LLC | 9.989.267 $ | +762.033 $ | +8,3 % | 9.227.234 $ | +127.629 $ | +1,4 % | 9.099.605 $ | +3.197.998 $ | +54,2 % | 5.901.607 $ | -1.678.562 $ | -22,1 % |
| Forty-three Eighteen Advisors, LLC | 9.511.254 $ | +506.018 $ | +5,6 % | 9.005.236 $ | -244.934 $ | -2,6 % | 9.250.170 $ | |||||
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 9.508.705 $ | +461.321 $ | +5,1 % | 9.047.384 $ | +502.385 $ | +5,9 % | 8.544.999 $ | -171.379 $ | -2,0 % | 8.716.378 $ | -343.125 $ | -3,8 % |
| Joseph P. Lucia & Associates, LLC | 9.373.814 $ | +1.934.431 $ | +26,0 % | 7.439.383 $ | +615.626 $ | +9,0 % | 6.823.757 $ | -709.849 $ | -9,4 % | 7.533.606 $ | +4.134 $ | +0,1 % |
| BCGM Wealth Management, LLC | 8.972.647 $ | +456.224 $ | +5,4 % | 8.516.423 $ | -95.681 $ | -1,1 % | 8.612.104 $ | +558.180 $ | +6,9 % | 8.053.924 $ | +298.546 $ | +3,8 % |
| Centennial Advisors, LLC | 8.922.394 $ | +538.118 $ | +6,4 % | 8.384.276 $ | -436.388 $ | -4,9 % | 8.820.664 $ | |||||
| Grantvest Financial Group LLC | 8.516.019 $ | +454.479 $ | +5,6 % | 8.061.540 $ | -737.356 $ | -8,4 % | 8.798.896 $ | +110.736 $ | +1,3 % | 8.688.160 $ | +1.033.698 $ | +13,5 % |
| Arax Advisory Partners | 8.794.165 $ | +3.169.609 $ | +56,4 % | 5.624.556 $ | +26.715 $ | +0,5 % | 5.597.841 $ | -399.044 $ | -6,7 % | 5.996.885 $ | +1.306.256 $ | +27,8 % |
| First Heartland Consultants, Inc. | 8.580.418 $ | +1.947.600 $ | +29,4 % | 6.632.818 $ | +321.256 $ | +5,1 % | 6.311.562 $ | -502.740 $ | -7,4 % | 6.814.302 $ | +942.287 $ | +16,0 % |
| Advisory Services Network, LLC | 6.511.746 $ | -1.558.342 $ | -19,3 % | 8.070.088 $ | -120.178 $ | -1,5 % | 8.190.266 $ | -302.243 $ | -3,6 % | 8.492.509 $ | +754.955 $ | +9,8 % |
| Cypress Wealth Services, LLC | 8.128.716 $ | +53.028 $ | +0,7 % | 8.075.688 $ | -220.820 $ | -2,7 % | 8.296.508 $ | -155.039 $ | -1,8 % | 8.451.547 $ | +1.596.059 $ | +23,3 % |
| BECK CAPITAL MANAGEMENT, LLC | 8.316.684 $ | +1.189.373 $ | +16,7 % | 7.127.311 $ | -316.072 $ | -4,2 % | 7.443.383 $ | +85.345 $ | +1,2 % | |||
| Golden Reserve Retirement LLC | 8.287.516 $ | +1.126.740 $ | +15,7 % | 7.160.776 $ | +1.120.229 $ | +18,5 % | 6.040.547 $ | +3.677.250 $ | +155,6 % | 2.363.297 $ | +1.632.076 $ | +223,2 % |
| CITADEL ADVISORS LLC | 4.271.687 $ | -2.318.008 $ | -35,2 % | 6.589.695 $ | +4.555.825 $ | +224,0 % | 2.033.870 $ | -6.130.780 $ | -75,1 % | 8.164.650 $ | +967.337 $ | +13,4 % |
| OPTIMA CAPITAL LLC | 8.120.205 $ | +1.253.205 $ | +18,2 % | 6.867.000 $ | +3.766.788 $ | +121,5 % | 3.100.212 $ | +1.233.837 $ | +66,1 % | 1.866.375 $ | +1.543.903 $ | +478,8 % |
| Gladstone Institutional Advisory LLC | 1.303.819 $ | -2.860.116 $ | -68,7 % | 4.163.935 $ | -3.691.299 $ | -47,0 % | 7.855.234 $ | -2.273.101 $ | -22,4 % | |||
| JIM SAULNIER & ASSOCIATES, LLC | 7.155.282 $ | +382.270 $ | +5,6 % | 6.773.012 $ | -945.885 $ | -12,3 % | 7.718.897 $ | +247.097 $ | +3,3 % | 7.471.800 $ | -451.276 $ | -5,7 % |
| Quest 10 Wealth Builders, Inc. | 7.509.320 $ | +62.293 $ | +0,8 % | 7.447.027 $ | -37.795 $ | -0,5 % | 7.484.822 $ | +180.185 $ | +2,5 % | 7.304.637 $ | +521.499 $ | +7,7 % |
| Discipline Wealth Solutions, LLC | 7.150.801 $ | +834.958 $ | +13,2 % | 6.315.843 $ | +136.955 $ | +2,2 % | 6.178.888 $ | +153.843 $ | +2,6 % | 6.025.045 $ | +938.115 $ | +18,4 % |
| IFP Advisors, Inc | 6.915.301 $ | +597.249 $ | +9,5 % | 6.318.052 $ | +270.243 $ | +4,5 % | 6.047.809 $ | +580.157 $ | +10,6 % | 5.467.652 $ | +501.017 $ | +10,1 % |
| Stratos Wealth Advisors, LLC | 6.714.695 $ | +577.972 $ | +9,4 % | 6.136.723 $ | +259.905 $ | +4,4 % | 5.876.818 $ | +91.627 $ | +1,6 % | 5.785.191 $ | +585.186 $ | +11,3 % |
| Midwest Financial Network, LLC | 3.661.392 $ | -339.467 $ | -8,5 % | 4.000.859 $ | -862.012 $ | -17,7 % | 4.862.871 $ | -1.710.751 $ | -26,0 % | 6.573.622 $ | +530.609 $ | +8,8 % |
| VanWeelden Wealth Management, LLC | 6.202.048 $ | |||||||||||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5.978.933 $ | +300.508 $ | +5,3 % | 5.678.425 $ | -163.883 $ | -2,8 % | 5.842.308 $ | -350.531 $ | -5,7 % | 6.192.839 $ | +224.959 $ | +3,8 % |
| Core Wealth Advisors, Inc. | 5.982.863 $ | +962.771 $ | +19,2 % | 5.020.092 $ | +832.048 $ | +19,9 % | 4.188.044 $ | +399.164 $ | +10,5 % | 3.788.880 $ | ||
| Fortis Capital Management LLC | 5.408.808 $ | +976.490 $ | +22,0 % | 4.432.318 $ | +12.853 $ | +0,3 % | 4.419.465 $ | +56.709 $ | +1,3 % | 4.362.756 $ | +124.557 $ | +2,9 % |
| Kingdom Financial Group LLC. | 4.634.288 $ | -104.458 $ | -2,2 % | 4.738.746 $ | -516.965 $ | -9,8 % | 5.255.711 $ | +1.336.198 $ | +34,1 % | 3.919.513 $ | +1.406.893 $ | +56,0 % |
| Siligmueller & Norvid Wealth Advisors LLC | 5.199.508 $ | |||||||||||
| NewEdge Advisors, LLC | 4.885.497 $ | +1.519.843 $ | +45,2 % | 3.365.654 $ | +338.601 $ | +11,2 % | 3.027.053 $ | +900.699 $ | +42,4 % | 2.126.354 $ | +241.262 $ | +12,8 % |
| Mosley Wealth Management | 4.819.004 $ | +4.658.747 $ | +2.907,0 % | 160.257 $ | ||||||||
| Blackston Financial Advisory Group, LLC | 4.791.583 $ | +77.651 $ | +1,6 % | 4.713.932 $ | -1.660 $ | -0,0 % | 4.715.592 $ | +459.708 $ | +10,8 % | 4.255.884 $ | +805.785 $ | +23,4 % |
| Elevation Wealth Management LLC | 4.479.481 $ | +444.378 $ | +11,0 % | 4.035.103 $ | -536.622 $ | -11,7 % | 4.571.725 $ | |||||
| EVOLUTION WEALTH MANAGEMENT INC. | 4.387.474 $ | +881.920 $ | +25,2 % | 3.505.554 $ | +3.049.668 $ | +669,0 % | 455.886 $ | |||||
| PARK AVENUE SECURITIES LLC | 4.276.000 $ | +914.000 $ | +27,2 % | 3.362.000 $ | -430.000 $ | -11,3 % | 3.792.000 $ | +16.000 $ | +0,4 % | 3.776.000 $ | +2.477.000 $ | +190,7 % |
| Southland Equity Partners LLC | 4.223.360 $ | +323.004 $ | +8,3 % | 3.900.356 $ | -183.745 $ | -4,5 % | 4.084.101 $ | +66.581 $ | +1,7 % | 4.017.520 $ | +136.114 $ | +3,5 % |
| HUNTINGTON NATIONAL BANK | 4.197.030 $ | +472.974 $ | +12,7 % | 3.724.056 $ | +433.248 $ | +13,2 % | 3.290.808 $ | +1.540.180 $ | +88,0 % | 1.750.628 $ | +718.706 $ | +69,6 % |
| Comprehensive Financial Consultants Institutional, Inc. | 4.138.722 $ | +832.636 $ | +25,2 % | 3.306.086 $ | +768.209 $ | +30,3 % | 2.537.877 $ | +685.232 $ | +37,0 % | 1.852.645 $ | +474.842 $ | +34,5 % |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 4.130.104 $ | +678.448 $ | +19,7 % | 3.451.656 $ | ||||||||
| Diversify Advisory Services, LLC | 4.130.104 $ | +991.434 $ | +31,6 % | 3.138.670 $ | +53.194 $ | +1,7 % | 3.085.476 $ | +30.635 $ | +1,0 % | |||
| BARCLAYS PLC | 532.104 $ | -91.681 $ | -14,7 % | 623.785 $ | -686.255 $ | -52,4 % | 1.310.040 $ | -2.809.721 $ | -68,2 % | 4.119.761 $ | -895.716 $ | -17,9 % |
| Clear Point Advisors Inc. | 3.673.847 $ | -193.766 $ | -5,0 % | 3.867.613 $ | -243.876 $ | -5,9 % | 4.111.489 $ | +104.452 $ | +2,6 % | |||
| HRT FINANCIAL LP | 3.443.000 $ | +3.197.000 $ | +1.299,6 % | 246.000 $ | -3.701.000 $ | -93,8 % | 3.947.000 $ | +3.531.000 $ | +848,8 % | |||
| Brown Financial Advisors | 3.712.872 $ | -159.674 $ | -4,1 % | 3.872.546 $ | -28.696 $ | -0,7 % | 3.901.242 $ | +932.529 $ | +31,4 % | |||
| Stonebridge Financial Group, LLC / MO | 3.837.358 $ | +936.042 $ | +32,3 % | 2.901.316 $ | -39.918 $ | -1,4 % | 2.941.234 $ | |||||
| Consolidated Portfolio Review Corp | 3.749.593 $ | -126.681 $ | -3,3 % | |||||||||
| Advisory Alpha, LLC | 3.748.680 $ | +98.191 $ | +2,7 % | 3.650.489 $ | +133.509 $ | +3,8 % | 3.516.980 $ | -10.013 $ | -0,3 % | 3.526.993 $ | +137.596 $ | +4,1 % |
| Coppell Advisory Solutions LLC | 3.742.776 $ | |||||||||||
| Signal Advisors Wealth, LLC | 761.582 $ | -58.801 $ | -7,2 % | 820.383 $ | -822.018 $ | -50,0 % | 1.642.401 $ | -1.955.697 $ | -54,4 % | 3.598.098 $ | -2.070.477 $ | -36,5 % |
| Innovative Asset Advisors Group, LLC | 3.436.377 $ | |||||||||||
| OneDigital Investment Advisors LLC | 1.693.188 $ | -395.820 $ | -18,9 % | 2.089.008 $ | -69.347 $ | -3,2 % | 2.158.355 $ | -1.192.685 $ | -35,6 % | 3.351.040 $ | -485.943 $ | -12,7 % |
| PANORAMIC INVESTMENT ADVISORS, LLC | 3.259.454 $ | +432.649 $ | +15,3 % | 2.826.805 $ | +822.235 $ | +41,0 % | 2.004.570 $ | -29.084 $ | -1,4 % | 2.033.654 $ | +94.385 $ | +4,9 % |
| Concurrent Investment Advisors, LLC | 2.838.861 $ | -376.081 $ | -11,7 % | 3.214.942 $ | +710.914 $ | +28,4 % | 2.504.028 $ | +789.608 $ | +46,1 % | 1.714.420 $ | ||
| Snowden Capital Advisors LLC | 2.984.923 $ | +1.151.780 $ | +62,8 % | 1.833.143 $ | +697.313 $ | +61,4 % | 1.135.830 $ | |||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.875.622 $ | +357.210 $ | +14,2 % | 2.518.412 $ | -204.988 $ | -7,5 % | 2.723.400 $ | -242.406 $ | -8,2 % | 2.965.806 $ | +403.180 $ | +15,7 % |
| Janney Montgomery Scott LLC | 651.000 $ | -834.000 $ | -56,2 % | 1.485.000 $ | +744.000 $ | +100,4 % | 741.000 $ | -2.206.000 $ | -74,9 % | 2.947.000 $ | -1.824.000 $ | -38,2 % |
| WealthPLAN Partners, LLC | 561.500 $ | -75.094 $ | -11,8 % | 636.594 $ | -366.680 $ | -36,5 % | 1.003.274 $ | -1.825.129 $ | -64,5 % | 2.828.403 $ | -345.057 $ | -10,9 % |
| OPPENHEIMER & CO INC | 2.792.692 $ | +936.299 $ | +50,4 % | 1.856.393 $ | -630.338 $ | -25,3 % | 2.486.731 $ | +233.855 $ | +10,4 % | 2.252.876 $ | ||
| Creative Planning | 2.436.530 $ | +176.750 $ | +7,8 % | 2.259.780 $ | -21.149 $ | -0,9 % | 2.280.929 $ | -504.753 $ | -18,1 % | 2.785.682 $ | +859.204 $ | +44,6 % |
| Paladin Wealth, LLC | 2.770.657 $ | +254.315 $ | +10,1 % | 2.516.342 $ | -78.345 $ | -3,0 % | 2.594.687 $ | +217.580 $ | +9,2 % | 2.377.107 $ | +716.053 $ | +43,1 % |
| CGN Advisors LLC | 2.705.875 $ | +309.155 $ | +12,9 % | 2.396.720 $ | -186.437 $ | -7,2 % | 2.583.157 $ | +29.255 $ | +1,1 % | 2.553.902 $ | +421.110 $ | +19,7 % |
| Accurate Wealth Management, LLC | 2.702.833 $ | +544.998 $ | +25,3 % | 2.157.835 $ | +257.736 $ | +13,6 % | 1.900.099 $ | -493.773 $ | -20,6 % | 2.393.872 $ | -69.390 $ | -2,8 % |
| Bison Wealth, LLC | 2.648.141 $ | +40.894 $ | +1,6 % | 2.607.247 $ | +198.205 $ | +8,2 % | 2.409.042 $ | +131.746 $ | +5,8 % | |||
| Arkadios Wealth Advisors | 2.262.304 $ | -261.454 $ | -10,4 % | 2.523.758 $ | -26.126 $ | -1,0 % | 2.549.884 $ | +42.190 $ | +1,7 % | 2.507.694 $ | +1.033.135 $ | +70,1 % |
| GOLDMAN SACHS GROUP INC | 2.538.836 $ | +1.768.125 $ | +229,4 % | 770.711 $ | +188.691 $ | +32,4 % | 582.020 $ | -935.223 $ | -61,6 % | 1.517.243 $ | +987.534 $ | +186,4 % |
| Blue Water Asset Management | 2.506.963 $ | +127.900 $ | +5,4 % | 2.379.063 $ | +6.295 $ | +0,3 % | 2.372.768 $ | |||||
| MONEY CONCEPTS CAPITAL CORP | 2.441.348 $ | +1.023.277 $ | +72,2 % | 1.418.071 $ | -228.240 $ | -13,9 % | 1.646.311 $ | +301.842 $ | +22,5 % | 1.344.469 $ | +279.597 $ | +26,3 % |
| Summit Financial, LLC | 2.433.029 $ | |||||||||||
| Montgomery Financial Services LLC | 2.393.198 $ | |||||||||||
| LeClair Wealth Partners LLC | 2.379.063 $ | |||||||||||
| Regatta Research & Money Management | 2.302.264 $ | |||||||||||
| Mattson Financial Services, LLC | 2.236.791 $ | +444.104 $ | +24,8 % | 1.792.687 $ | -88.888 $ | -4,7 % | 1.881.575 $ | -99.666 $ | -5,0 % | 1.981.241 $ | +163.428 $ | +9,0 % |
| SECURED RETIREMENT ADVISORS, LLC | 1.846.773 $ | +185.709 $ | +11,2 % | 1.661.064 $ | -221.266 $ | -11,8 % | 1.882.330 $ | -266.137 $ | -12,4 % | 2.148.467 $ | -74.538 $ | -3,4 % |
| Advisory Solutions Group, LLC | 2.127.696 $ | |||||||||||
| VIMA LLC | 2.076.603 $ | |||||||||||
| CreativeOne Wealth, LLC | 2.063.123 $ | +158.498 $ | +8,3 % | 1.904.625 $ | -32.650 $ | -1,7 % | 1.937.275 $ | +667.354 $ | +52,6 % | 1.269.921 $ | +54.347 $ | +4,5 % |
| Merit Financial Group, LLC | 2.045.943 $ | -89 $ | -0,0 % | 2.046.032 $ | +145.205 $ | +7,6 % | 1.900.827 $ | -153.277 $ | -7,5 % | 2.054.104 $ | +24.040 $ | +1,2 % |
| Avidian Wealth Enterprises, LLC | 1.948.029 $ | +515.971 $ | +36,0 % | 1.432.058 $ | +219.834 $ | +18,1 % | 1.212.224 $ | +637.730 $ | +111,0 % | 574.494 $ | +354.326 $ | +160,9 % |
| GTS SECURITIES LLC | 1.921.129 $ | +1.704.470 $ | +786,7 % | 216.659 $ | -864.642 $ | -80,0 % | 1.081.301 $ | +395.129 $ | +57,6 % | 686.172 $ | +135.804 $ | +24,7 % |
| Key Capital Management, INC | 1.908.306 $ | +301.338 $ | +18,8 % | 1.606.968 $ | +688.877 $ | +75,0 % | 918.091 $ | |||||
| Global Retirement Partners, LLC | 1.880.878 $ | +74.226 $ | +4,1 % | 1.806.652 $ | +35.152 $ | +2,0 % | 1.771.500 $ | -105.762 $ | -5,6 % | |||
| WORLD EQUITY GROUP, INC. | 1.880.633 $ | +718.294 $ | +61,8 % | 1.162.339 $ | +320.402 $ | +38,1 % | 841.937 $ | |||||
| Aspire Capital Advisors LLC | 1.855.238 $ | +1.464.209 $ | +374,5 % | 391.029 $ | -43.714 $ | -10,1 % | 434.743 $ | +7.872 $ | +1,8 % | 426.871 $ | -39.122 $ | -8,4 % |
| UBS Group AG | 256.210 $ | +9.521 $ | +3,9 % | 246.689 $ | -259.147 $ | -51,2 % | 505.836 $ | -1.329.886 $ | -72,4 % | 1.835.722 $ | -886.587 $ | -32,6 % |
| A4 Wealth Advisors LLC | 527.439 $ | -784.788 $ | -59,8 % | 1.312.227 $ | -285.953 $ | -17,9 % | 1.598.180 $ | -214.482 $ | -11,8 % | 1.812.662 $ | ||
| CWM, LLC | 1.610.188 $ | -1.812 $ | -0,1 % | 1.612.000 $ | -149.000 $ | -8,5 % | 1.761.000 $ | +54.000 $ | +3,2 % | |||
| Tyche Wealth Partners LLC | 1.746.803 $ | +109.652 $ | +6,7 % | 1.637.151 $ | +801.772 $ | +96,0 % | 835.379 $ | |||||
| Main Street Financial Solutions, LLC | 1.745.668 $ | +96.316 $ | +5,8 % | 1.649.352 $ | -24.963 $ | -1,5 % | 1.674.315 $ | -5.550 $ | -0,3 % | 1.679.865 $ | +50.333 $ | +3,1 % |
| SILVER OAK SECURITIES, INCORPORATED | 1.739.941 $ | +119.323 $ | +7,4 % | 1.620.618 $ | +810.640 $ | +100,1 % | 809.978 $ | -12.742 $ | -1,5 % | 822.720 $ | -462.311 $ | -36,0 % |
| WEALTHGARDEN F.S. LLC | 1.702.067 $ | +78.214 $ | +4,8 % | 1.623.853 $ | -22.959 $ | -1,4 % | 1.646.812 $ | +26.666 $ | +1,6 % | 1.620.146 $ | -501.126 $ | -23,6 % |
| Stirlingshire Investments, Inc. | 1.673.206 $ | +34.443 $ | +2,1 % | 1.638.763 $ | +95.361 $ | +6,2 % | 1.543.402 $ | |||||
| Bleakley Financial Group, LLC | 1.566.500 $ | +125.704 $ | +8,7 % | 1.440.796 $ | +4.028 $ | +0,3 % | 1.436.768 $ | -18.632 $ | -1,3 % | 1.455.400 $ | +63.446 $ | +4,6 % |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 972.629 $ | -325.299 $ | -25,1 % | 1.297.928 $ | -227.753 $ | -14,9 % | 1.525.681 $ | +208.671 $ | +15,8 % | 1.317.010 $ | -18.725 $ | -1,4 % |
| RETIREMENT GUYS FORMULA LLC | 1.348.812 $ | +71.064 $ | +5,6 % | 1.277.748 $ | -164.789 $ | -11,4 % | 1.442.537 $ | -56.463 $ | -3,8 % | 1.499.000 $ | -936.769 $ | -38,5 % |
| BridgePort Financial Solutions, LLC | 1.489.427 $ | +249.755 $ | +20,1 % | 1.239.672 $ | +98.959 $ | +8,7 % | 1.140.713 $ | +939.373 $ | +466,6 % | 201.340 $ | ||
| Perennial Investment Advisors, LLC | 1.487.617 $ | |||||||||||
| Orion Porfolio Solutions, LLC | 878.531 $ | -517.468 $ | -37,1 % | 1.395.999 $ | -83.586 $ | -5,6 % | 1.479.585 $ | +3.602 $ | +0,2 % | 1.475.983 $ | +50.621 $ | +3,6 % |
| Secure Asset Management, LLC | 1.328.923 $ | +91.101 $ | +7,4 % | 1.237.822 $ | +247.967 $ | +25,1 % | 989.855 $ | +724.464 $ | +273,0 % | 265.391 $ | -6.208 $ | -2,3 % |
| AdvisorNet Financial, Inc | 1.314.834 $ | +86.896 $ | +7,1 % | 1.227.938 $ | -14.632 $ | -1,2 % | 1.242.570 $ | +29.608 $ | +2,4 % | 1.212.962 $ | +114.797 $ | +10,5 % |
| Moors & Cabot, Inc. | 1.202.114 $ | +31.030 $ | +2,6 % | 1.171.084 $ | -141.109 $ | -10,8 % | 1.312.193 $ | +395.488 $ | +43,1 % | 916.705 $ | +13.396 $ | +1,5 % |
| Sigma Planning Corp | 1.229.440 $ | +64.374 $ | +5,5 % | 1.165.066 $ | -50.976 $ | -4,2 % | 1.216.042 $ | +55.474 $ | +4,8 % | 1.160.568 $ | +22.240 $ | +2,0 % |
| AMERIPRISE FINANCIAL INC | 663.217 $ | -514.147 $ | -43,7 % | 1.177.364 $ | ||||||||
| DHJJ Financial Advisors, Ltd. | 1.024.437 $ | +44.262 $ | +4,5 % | 980.175 $ | -156.246 $ | -13,7 % | 1.136.421 $ | +11.496 $ | +1,0 % | 1.124.925 $ | -10.827 $ | -1,0 % |
| FOUNDERS FINANCIAL SECURITIES LLC | 1.106.687 $ | +241.629 $ | +27,9 % | 865.058 $ | +326.536 $ | +60,6 % | 538.522 $ | +12.036 $ | +2,3 % | 526.486 $ | ||
| McAdam, LLC | 1.097.545 $ | +784.831 $ | +251,0 % | 312.714 $ | +585 $ | +0,2 % | 312.129 $ | +7.012 $ | +2,3 % | 305.117 $ | -211.481 $ | -40,9 % |
| Strategic Financial Concepts, LLC | 1.087.836 $ | +289.805 $ | +36,3 % | 798.031 $ | +5.134 $ | +0,6 % | 792.897 $ | |||||
| Steward Partners Investment Advisory, LLC | 1.072.379 $ | +994.941 $ | +1.284,8 % | 77.438 $ | -31.510 $ | -28,9 % | 108.948 $ | +9.469 $ | +9,5 % | 99.479 $ | +743 $ | +0,8 % |
| BANK OF AMERICA CORP /DE/ | 252.081 $ | +15.839 $ | +6,7 % | 236.242 $ | +184.080 $ | +352,9 % | 52.162 $ | -1.014.808 $ | -95,1 % | 1.066.970 $ | +839.489 $ | +369,0 % |
| TAGStone Capital, Inc. | 1.010.583 $ | +67.913 $ | +7,2 % | 942.670 $ | -6.965 $ | -0,7 % | 949.635 $ | +246.335 $ | +35,0 % | 703.300 $ | +237.820 $ | +51,1 % |
| Crown Wealth Group, LLC | 622.649 $ | -371.111 $ | -37,3 % | 993.760 $ | +398.742 $ | +67,0 % | 595.018 $ | +10.505 $ | +1,8 % | 584.513 $ | -459.956 $ | -44,0 % |
| SageGuard Financial Group, LLC | 963.537 $ | +373.649 $ | +63,3 % | 589.888 $ | ||||||||
| Madrona Financial Services, LLC | 958.971 $ | +97.356 $ | +11,3 % | 861.615 $ | +408.259 $ | +90,1 % | 453.356 $ | |||||
| Capital Investment Advisory Services, LLC | 953.256 $ | +144.738 $ | +17,9 % | 808.518 $ | +231.545 $ | +40,1 % | 576.973 $ | |||||
| Triad Wealth Partners, LLC | 433.817 $ | -508.014 $ | -53,9 % | 941.831 $ | ||||||||
| Envision Financial Transparency, LLC | 898.988 $ | |||||||||||
| Wealthquest Corp | 312.378 $ | -548.276 $ | -63,7 % | 860.654 $ | +288.059 $ | +50,3 % | 572.595 $ | +2.986 $ | +0,5 % | |||
| LANARK FINANCIAL, INC. | 817.887 $ | +17.969 $ | +2,2 % | 799.918 $ | -45.438 $ | -5,4 % | 845.356 $ | +70.356 $ | +9,1 % | |||
| COMPASS FINANCIAL MANAGEMENT LLC | 832.701 $ | |||||||||||
| Carmel Capital Partners, LLC | 827.408 $ | |||||||||||
| Decker Retirement Planning Inc. | 819.649 $ | +567.515 $ | +225,1 % | 252.134 $ | +28.467 $ | +12,7 % | 223.667 $ | -53.352 $ | -19,3 % | 277.019 $ | +78.630 $ | +39,6 % |
| HB Wealth Management, LLC | 787.289 $ | +42.967 $ | +5,8 % | 744.322 $ | -8.136 $ | -1,1 % | 752.458 $ | +13.323 $ | +1,8 % | 739.135 $ | +24.640 $ | +3,4 % |
| Walser Wealth Management Company, A Ltd Liability Co | 741.880 $ | +51.755 $ | +7,5 % | 690.125 $ | +210.064 $ | +43,8 % | 480.061 $ | |||||
| Garden State Investment Advisory Services LLC | 383.239 $ | +24.081 $ | +6,7 % | 359.158 $ | -379.629 $ | -51,4 % | 738.787 $ | +22.460 $ | +3,1 % | 716.327 $ | +36.103 $ | +5,3 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 691.961 $ | +48.128 $ | +7,5 % | 643.833 $ | -90.442 $ | -12,3 % | 734.275 $ | +365.849 $ | +99,3 % | 368.426 $ | +13.834 $ | +3,9 % |
| FreeGulliver LLC | 719.888 $ | +41.774 $ | +6,2 % | 678.114 $ | ||||||||
| AssuredPartners Investment Advisors, LLC | 712.396 $ | +35.962 $ | +5,3 % | 676.434 $ | -13.668 $ | -2,0 % | 690.102 $ | +350.772 $ | +103,4 % | |||
| Cassady Wealth & Retirement Planning, LLC | 694.611 $ | -12.590 $ | -1,8 % | 707.201 $ | +31.602 $ | +4,7 % | 675.599 $ | |||||
| Allegheny Financial Group | 651.936 $ | +169.188 $ | +35,0 % | 482.748 $ | -205.450 $ | -29,9 % | 688.198 $ | +183.156 $ | +36,3 % | 505.042 $ | +16.083 $ | +3,3 % |
| Koshinski Asset Management, Inc. | 682.960 $ | +54.880 $ | +8,7 % | 628.080 $ | +7.896 $ | +1,3 % | 620.184 $ | +34.413 $ | +5,9 % | 585.771 $ | -26.474 $ | -4,3 % |
| Financial Network Wealth Advisors LLC | 656.507 $ | +37.072 $ | +6,0 % | 619.435 $ | -10.172 $ | -1,6 % | 629.607 $ | +13.772 $ | +2,2 % | 615.835 $ | -60.172 $ | -8,9 % |
| Taylor Securities Services, Inc. | 645.844 $ | +14.907 $ | +2,4 % | 630.937 $ | +16.967 $ | +2,8 % | 613.970 $ | |||||
| KINTRA WEALTH, LLC | 632.467 $ | |||||||||||
| RIA Advisory Group LLC | 443.131 $ | +25.799 $ | +6,2 % | 417.332 $ | -5.904 $ | -1,4 % | 423.236 $ | -206.209 $ | -32,8 % | 629.445 $ | +203.589 $ | +47,8 % |
| Barnes Dennig Private Wealth Management LLC | 624.278 $ | +19.196 $ | +3,2 % | 605.082 $ | -1.452 $ | -0,2 % | 606.534 $ | +11.245 $ | +1,9 % | 595.289 $ | +17.818 $ | +3,1 % |
| NWF Advisory Services Inc. | 373.778 $ | -1.335 $ | -0,4 % | 375.113 $ | -24.082 $ | -6,0 % | 399.195 $ | -212.774 $ | -34,8 % | 611.969 $ | +193.828 $ | +46,4 % |
| Compound Planning, Inc. | 600.733 $ | +31.021 $ | +5,4 % | 569.712 $ | -33.568 $ | -5,6 % | 603.280 $ | |||||
| ROYAL BANK OF CANADA | 577.000 $ | +37.000 $ | +6,9 % | 540.000 $ | -62.000 $ | -10,3 % | 602.000 $ | +248.000 $ | +70,1 % | 354.000 $ | -358.000 $ | -50,3 % |
| Certified Advisory Corp | 572.850 $ | +24.549 $ | +4,5 % | 548.301 $ | -7.554 $ | -1,4 % | 555.855 $ | +9.542 $ | +1,7 % | 546.313 $ | -3.089.372 $ | -85,0 % |
| SAGESPRING WEALTH PARTNERS, LLC | 571.807 $ | +31.821 $ | +5,9 % | 539.986 $ | -26.756 $ | -4,7 % | 566.742 $ | +10.387 $ | +1,9 % | 556.355 $ | -286.347 $ | -34,0 % |
| ST GERMAIN D J CO INC | 556.304 $ | +29.951 $ | +5,7 % | 526.353 $ | ||||||||
| PFG Investments, LLC | 257.906 $ | -232.957 $ | -47,5 % | 490.863 $ | -45.555 $ | -8,5 % | 536.418 $ | +271.020 $ | +102,1 % | 265.398 $ | ||
| Navis Wealth Advisors, LLC | 530.364 $ | +48.712 $ | +10,1 % | 481.652 $ | +106.514 $ | +28,4 % | 375.138 $ | +7.754 $ | +2,1 % | 367.384 $ | +21.337 $ | +6,2 % |
| Avise Financial Cooperative, Inc. | 512.832 $ | -5.623 $ | -1,1 % | 518.455 $ | ||||||||
| Fortis Group Advisors, LLC | 517.893 $ | |||||||||||
| SRH ADVISORS, LLC | 515.330 $ | +29.870 $ | +6,2 % | 485.460 $ | ||||||||
| Prosperity Wealth Management, Inc. | 514.020 $ | +10.994 $ | +2,2 % | 503.026 $ | +29.471 $ | +6,2 % | ||||||
| Independent Advisor Alliance | 508.365 $ | |||||||||||
| Brookstone Capital Management | 504.534 $ | -54.239 $ | -9,7 % | |||||||||
| Greenbush Financial Group, LLC | 490.718 $ | |||||||||||
| Diligent Investors, LLC | 287.850 $ | +22.450 $ | +8,5 % | 265.400 $ | -220.667 $ | -45,4 % | 486.067 $ | +8.511 $ | +1,8 % | 477.556 $ | +184.807 $ | +63,1 % |
| MAI Capital Management | 451.272 $ | -9.243 $ | -2,0 % | 460.515 $ | -19.786 $ | -4,1 % | 480.301 $ | +30.866 $ | +6,9 % | 449.435 $ | +414.682 $ | +1.193,2 % |
| Clear Creek Financial Management, LLC | 439.085 $ | +44.577 $ | +11,3 % | 394.508 $ | +1.534 $ | +0,4 % | 392.974 $ | |||||
| Range Financial Group LLC | 307.882 $ | -315 $ | -0,1 % | 308.197 $ | -99.216 $ | -24,4 % | 407.413 $ | +15.534 $ | +4,0 % | 391.879 $ | ||
| Atria Investments, Inc | 386.200 $ | +5.849 $ | +1,5 % | 380.351 $ | -8.454.721 $ | -95,7 % | ||||||
| Mutual Advisors, LLC | 377.490 $ | +5.498 $ | +1,5 % | 371.992 $ | +5.657 $ | +1,5 % | 366.335 $ | -252.310 $ | -40,8 % | |||
| Sequent Planning LLC | 201.516 $ | +1.115 $ | +0,6 % | 200.401 $ | -176.708 $ | -46,9 % | 377.109 $ | +13.636 $ | +3,8 % | |||
| Moloney Securities Asset Management, LLC | 372.364 $ | +142.827 $ | +62,2 % | |||||||||
| GeoWealth Management, LLC | 317.719 $ | -5.931 $ | -1,8 % | 323.650 $ | +7.194 $ | +2,3 % | 316.456 $ | -8.871.409 $ | -96,6 % | |||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 310.688 $ | |||||||||||
| Capital Analysts, LLC | 306.000 $ | +176.000 $ | +135,4 % | 130.000 $ | ||||||||
| Mason Investment Advisory Services, Inc. | 304.324 $ | +6.056 $ | +2,0 % | 298.268 $ | -2.369 $ | -0,8 % | 300.637 $ | +5.495 $ | +1,9 % | 295.142 $ | +241 $ | +0,1 % |
| NOVEM GROUP | 294.229 $ | +5.955 $ | +2,1 % | 288.274 $ | -8.041 $ | -2,7 % | 296.315 $ | -2.805 $ | -0,9 % | 299.120 $ | +14.993 $ | +5,3 % |
| Private Advisor Group, LLC | 270.006 $ | +16.104 $ | +6,3 % | 253.902 $ | -39.963 $ | -13,6 % | 293.865 $ | +5.045 $ | +1,7 % | 288.820 $ | +44.554 $ | +18,2 % |
| INTEGRITY ALLIANCE, LLC. | 282.350 $ | +22.551 $ | +8,7 % | 259.799 $ | -5.423 $ | -2,0 % | 265.222 $ | |||||
| Mayflower Financial Advisors, LLC | 276.855 $ | +25.428 $ | +10,1 % | 251.427 $ | -7.092 $ | -2,7 % | 258.519 $ | +5.343 $ | +2,1 % | 253.176 $ | +14.704 $ | +6,2 % |
| Gaddis Premier Wealth Advisors LLC | 223.860 $ | +4.696 $ | +2,1 % | 219.164 $ | -55.279 $ | -20,1 % | 274.443 $ | |||||
| Vistica Wealth Advisors, LLC | 273.600 $ | +21.300 $ | +8,4 % | 252.300 $ | -4.800 $ | -1,9 % | 257.100 $ | |||||
| Copley Financial Group, Inc. | 262.033 $ | +6.617 $ | +2,6 % | 255.416 $ | -14.989 $ | -5,5 % | 270.405 $ | +2.020 $ | +0,8 % | 268.385 $ | ||
| Belpointe Asset Management LLC | 265.506 $ | +15.836 $ | +6,3 % | 249.670 $ | -3.440 $ | -1,4 % | 253.110 $ | +4.345 $ | +1,7 % | 248.765 $ | +8.570 $ | +3,6 % |
| Lantern Wealth Advisors, LLC | 259.624 $ | +4.175 $ | +1,6 % | 255.449 $ | ||||||||
| Gallagher Fiduciary Advisors, LLC | 236.871 $ | -3.417 $ | -1,4 % | 240.288 $ | +5.822 $ | +2,5 % | 234.466 $ | +8.426 $ | +3,7 % | |||
| Simplicity Wealth,LLC | 238.867 $ | |||||||||||
| Visionary Wealth Advisors | 236.943 $ | +21.986 $ | +10,2 % | 214.957 $ | -6.336 $ | -2,9 % | 221.293 $ | +4.010 $ | +1,8 % | 217.283 $ | +12.578 $ | +6,1 % |
| Safeguard Investment Advisory Group, LLC | 215.147 $ | |||||||||||
| SMITH, MOORE & CO. | 210.168 $ | |||||||||||
| DAVENPORT & Co LLC | 210.057 $ | |||||||||||
| SFI Advisors, LLC | 207.534 $ | +3.864 $ | +1,9 % | 203.670 $ | ||||||||
| ASSETMARK, INC | 204.818 $ | +37.386 $ | +22,3 % | 167.432 $ | +23.163 $ | +16,1 % | 144.269 $ | |||||
| Slagle Financial, LLC | 203.969 $ | |||||||||||
| Worth Asset Management, LLC | 200.256 $ | |||||||||||
| Glenview Trust Co | 200.072 $ | |||||||||||
| Geneos Wealth Management Inc. | 87.625 $ | +5.874 $ | +7,2 % | 81.751 $ | -1.229 $ | -1,5 % | 82.980 $ | -106.905 $ | -56,3 % | 189.885 $ | +129.544 $ | +214,7 % |
| Ankerstar Wealth, LLC | 184.777 $ | +12.287 $ | +7,1 % | 172.490 $ | -2.873 $ | -1,6 % | 175.363 $ | |||||
| Luminist Capital LLC | 175.375 $ | +11.189 $ | +6,8 % | 164.186 $ | -2.369 $ | -1,4 % | 166.555 $ | +3.891 $ | +2,4 % | 162.664 $ | +6.062 $ | +3,9 % |
| MORGAN STANLEY | 106.700 $ | +41.820 $ | +64,5 % | 64.880 $ | +29.807 $ | +85,0 % | 35.073 $ | -93.034 $ | -72,6 % | 128.107 $ | +69.853 $ | +119,9 % |
| CoreCap Advisors, LLC | 120.511 $ | +4.200 $ | +3,6 % | 116.311 $ | +80.080 $ | +221,0 % | 36.231 $ | +622 $ | +1,7 % | 35.609 $ | +1.227 $ | +3,6 % |
| Integrated Wealth Concepts LLC | 111.780 $ | |||||||||||
| NBT BANK, N.A. | 107.357 $ | +5.282 $ | +5,2 % | 102.075 $ | -811 $ | -0,8 % | 102.886 $ | +1.881 $ | +1,9 % | 101.005 $ | +3.248 $ | +3,3 % |
| Atlantic Private Wealth, LLC | 100.440 $ | |||||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 87.448 $ | +83.193 $ | +1.955,2 % | 4.255 $ | ||||||||
| FIFTH THIRD BANCORP | 82.687 $ | +4.693 $ | +6,0 % | 77.994 $ | ||||||||
| COMERICA BANK | 79.127 $ | +1.860 $ | +2,4 % | 77.267 $ | +2.578 $ | +3,5 % | ||||||
| FMR LLC | 61.775 $ | |||||||||||
| Pineridge Advisors LLC | 61.686 $ | +2.403 $ | +4,1 % | |||||||||
| Prestige Wealth Management Group LLC | 53.853 $ | +2.558 $ | +5,0 % | 51.295 $ | +747 $ | +1,5 % | 50.548 $ | +914 $ | +1,8 % | 49.634 $ | +1.257 $ | +2,6 % |
| Beacon Capital Management, Inc. | 43.210 $ | +25.811 $ | +148,3 % | 17.399 $ | +12.717 $ | +271,6 % | ||||||
| Sound Income Strategies, LLC | 38.043 $ | |||||||||||
| Richard W. Paul & Associates, LLC | 37.147 $ | +2.230 $ | +6,4 % | |||||||||
| EverSource Wealth Advisors, LLC | 25.632 $ | -2.031 $ | -7,3 % | 27.663 $ | -1.288 $ | -4,4 % | 28.951 $ | -3.643 $ | -11,2 % | 32.594 $ | +1.378 $ | +4,4 % |
| SIGNATUREFD, LLC | 32.220 $ | |||||||||||
| COUNTRY TRUST BANK | 29.755 $ | |||||||||||
| HANTZ FINANCIAL SERVICES, INC. | 27.000 $ | |||||||||||
| Murphy & Mullick Capital Management Corp | 26.320 $ | +615 $ | +2,4 % | 25.705 $ | +2 $ | +0,0 % | 25.703 $ | |||||
| Archer Investment Corp | 21.408 $ | |||||||||||
| PFS Partners, LLC | 21.324 $ | +1.236 $ | +6,2 % | 20.088 $ | -290 $ | -1,4 % | 20.378 $ | +494 $ | +2,5 % | 19.884 $ | +714 $ | +3,7 % |
| Ameritas Advisory Services, LLC | 19.300 $ | -80.691 $ | -80,7 % | |||||||||
| NFSG Corp | 18.269 $ | +1.542 $ | +9,2 % | 16.727 $ | -381 $ | -2,2 % | 17.108 $ | +366 $ | +2,2 % | 16.742 $ | +981 $ | +6,2 % |
| US BANCORP \DE\ | 17.416 $ | |||||||||||
| Atlantic Union Bankshares Corp | 16.166 $ | |||||||||||
| EXCHANGE TRADED CONCEPTS, LLC | 6.397 $ | -2.629 $ | -29,1 % | 9.026 $ | -135.568 $ | -93,8 % | ||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 6.892 $ | |||||||||||
| TRUST CO OF VERMONT | 6.694 $ | +278 $ | +4,3 % | 6.416 $ | +118 $ | +1,9 % | 6.298 $ | |||||
| Avion Wealth | 3.000 $ | +0 $ | +0,0 % | 3.000 $ | +0 $ | +0,0 % | 3.000 $ | +0 $ | +0,0 % | 3.000 $ | +1.000 $ | +50,0 % |
| WELLS FARGO & COMPANY/MN | 49 $ | |||||||||||
| 4.465.620.679 $ | +591.990.035 $ | +73,5 % | 3.923.558.840 $ | +183.807.136 $ | +14,1 % | 3.635.216.905 $ | +112.804.680 $ | +11,6 % | 3.473.096.340 $ | +261.845.808 $ | +31,8 % | |
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.