| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 7.110.437.018 $ | +3.595.341.372 $ | +4.122,8 % | 3.282.083.225 $ | +257.752.716 $ | +768,0 % | 2.956.341.148 $ | +223.504.728 $ | +61,4 % | 2.291.707.428 $ | +533.934.924 $ | +207,1 % | |
| ENVESTNET ASSET MANAGEMENT INC | 1.344.380.180 $ | +1.231.119.100 $ | +1.087,0 % | 113.261.080 $ | -162.504.473 $ | -58,9 % | 275.765.553 $ | +8.098.433 $ | +3,0 % | 267.667.120 $ | +100.754.718 $ | +60,4 % |
| LPL Financial LLC | 563.543.489 $ | +415.872.465 $ | +281,6 % | 147.671.024 $ | -63.736.972 $ | -30,1 % | 211.407.996 $ | +18.320.362 $ | +9,5 % | 193.087.634 $ | +91.802.955 $ | +90,6 % |
| BlackRock, Inc. | 530.896.672 $ | +13.120.633 $ | +2,5 % | 517.776.039 $ | +131.549.743 $ | +34,1 % | 386.226.296 $ | +15.142.479 $ | +4,1 % | 371.083.817 $ | +11.148.618 $ | +3,1 % |
| JPMORGAN CHASE & CO | 422.884.232 $ | +188.152.845 $ | +80,2 % | 234.731.387 $ | -47.611.777 $ | -16,9 % | 282.343.164 $ | +58.465.722 $ | +26,1 % | 223.877.442 $ | +116.744.035 $ | +109,0 % |
| Dynasty Wealth Management, LLC | 339.928.557 $ | +59.144.937 $ | +21,1 % | 280.783.620 $ | +178.997.668 $ | +175,9 % | 101.785.952 $ | |||||
| MORGAN STANLEY | 208.222.916 $ | +146.086.281 $ | +235,1 % | 62.136.635 $ | -10.305.709 $ | -14,2 % | 72.442.344 $ | +20.112.711 $ | +38,4 % | 52.329.633 $ | +4.500.848 $ | +9,4 % |
| BANK OF AMERICA CORP /DE/ | 183.648.878 $ | +16.786.787 $ | +10,1 % | 166.862.091 $ | +15.470.983 $ | +10,2 % | 151.391.108 $ | +13.761.881 $ | +10,0 % | 137.629.227 $ | +42.557.074 $ | +44,8 % |
| SAGESPRING WEALTH PARTNERS, LLC | 171.364.053 $ | +27.692.967 $ | +19,3 % | 143.671.086 $ | -4.193.623 $ | -2,8 % | 147.864.709 $ | |||||
| JONES FINANCIAL COMPANIES LLLP | 160.918.102 $ | +67.114.912 $ | +71,5 % | 93.803.190 $ | +24.074.260 $ | +34,5 % | 69.728.930 $ | -3.000.298 $ | -4,1 % | 72.729.228 $ | -5.365.972 $ | -6,9 % |
| Envestnet Portfolio Solutions, Inc. | 134.070.877 $ | +129.043.042 $ | +2.566,6 % | 5.027.835 $ | -13.425.339 $ | -72,8 % | 18.453.174 $ | +2.211.361 $ | +13,6 % | 16.241.813 $ | +6.025.458 $ | +59,0 % |
| Cetera Investment Advisers | 125.906.681 $ | +93.500.637 $ | +288,5 % | 32.406.044 $ | -11.377.022 $ | -26,0 % | 43.783.066 $ | +4.708.007 $ | +12,0 % | 39.075.059 $ | +20.377.313 $ | +109,0 % |
| OpenArc Corporate Advisory, LLC | 120.810.182 $ | +21.925.776 $ | +22,2 % | 98.884.406 $ | +18.425.846 $ | +22,9 % | 80.458.560 $ | |||||
| NewEdge Advisors, LLC | 110.618.352 $ | +101.210.112 $ | +1.075,8 % | 9.408.240 $ | -6.178.874 $ | -39,6 % | 15.587.114 $ | +1.300.522 $ | +9,1 % | 14.286.592 $ | +8.374.815 $ | +141,7 % |
| MML INVESTORS SERVICES, LLC | 107.795.482 $ | +96.423.905 $ | +847,9 % | 11.371.577 $ | -25.927.276 $ | -69,5 % | 37.298.853 $ | +2.422.305 $ | +6,9 % | 34.876.548 $ | +12.977.548 $ | +59,3 % |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 94.734.000 $ | |||||||||||
| PARK AVENUE SECURITIES LLC | 94.538.000 $ | +89.439.000 $ | +1.754,0 % | 5.099.000 $ | -15.427.000 $ | -75,2 % | 20.526.000 $ | -978.000 $ | -4,5 % | 21.504.000 $ | ||
| CAPTRUST FINANCIAL ADVISORS | 81.816.647 $ | -10.138.108 $ | -11,0 % | 91.954.755 $ | +71.589.275 $ | +351,5 % | 20.365.480 $ | -5.577.515 $ | -21,5 % | 25.942.995 $ | +3.620.092 $ | +16,2 % |
| OneDigital Investment Advisors LLC | 89.678.558 $ | +89.131.690 $ | +16.298,6 % | 546.868 $ | -16.576 $ | -2,9 % | 563.444 $ | +175.493 $ | +45,2 % | |||
| Janney Montgomery Scott LLC | 80.155.000 $ | +74.306.000 $ | +1.270,4 % | 5.849.000 $ | +195.000 $ | +3,4 % | 5.654.000 $ | +963.000 $ | +20,5 % | 4.691.000 $ | +648.000 $ | +16,0 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 78.076.406 $ | +33.202.206 $ | +74,0 % | 44.874.200 $ | +2.675.590 $ | +6,3 % | 42.198.610 $ | +13.863.610 $ | +48,9 % | 28.335.000 $ | +3.217.000 $ | +12,8 % |
| Arax Advisory Partners | 67.516.448 $ | +10.040.798 $ | +17,5 % | 57.475.650 $ | +56.326.343 $ | +4.900,9 % | 1.149.307 $ | |||||
| Merit Financial Group, LLC | 63.349.268 $ | +50.948.413 $ | +410,8 % | 12.400.855 $ | +3.706.308 $ | +42,6 % | 8.694.547 $ | +7.794.596 $ | +866,1 % | 899.951 $ | +7.490 $ | +0,8 % |
| Vestmark Advisory Solutions, Inc. | 49.163.337 $ | -7.288.383 $ | -12,9 % | 56.451.720 $ | +53.823.779 $ | +2.048,1 % | 2.627.941 $ | -685.792 $ | -20,7 % | 3.313.733 $ | -1.767.323 $ | -34,8 % |
| Sanctuary Advisors, LLC | 47.425.506 $ | +28.295.715 $ | +147,9 % | 19.129.791 $ | -6.235.199 $ | -24,6 % | 25.364.990 $ | -24.565.669 $ | -49,2 % | 49.930.659 $ | +24.282.057 $ | +94,7 % |
| Permanens Capital L.P. | 48.775.231 $ | |||||||||||
| RAYMOND JAMES FINANCIAL INC | 45.378.740 $ | +4.069.912 $ | +9,9 % | 41.308.828 $ | +3.141.179 $ | +8,2 % | 38.167.649 $ | +3.345.687 $ | +9,6 % | 34.821.962 $ | +9.968.036 $ | +40,1 % |
| WELLS FARGO & COMPANY/MN | 40.015.636 $ | +2.586.460 $ | +6,9 % | 37.429.176 $ | -6.637.012 $ | -15,1 % | 44.066.188 $ | +1.290.042 $ | +3,0 % | 42.776.146 $ | +3.815.854 $ | +9,8 % |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42.015.755 $ | +41.692.192 $ | +12.885,3 % | 323.563 $ | ||||||||
| Wick Capital Partners, LLC | 39.344.470 $ | +4.339.607 $ | +12,4 % | 35.004.863 $ | +1.063.425 $ | +3,1 % | 33.941.438 $ | +19.633.113 $ | +137,2 % | 14.308.325 $ | +3.067.665 $ | +27,3 % |
| FMR LLC | 37.125.401 $ | +37.102.301 $ | +160.616,0 % | 23.100 $ | -6.997 $ | -23,2 % | 30.097 $ | -11.671 $ | -27,9 % | 41.768 $ | +281 $ | +0,7 % |
| JANE STREET GROUP, LLC | 13.588.588 $ | -23.387.769 $ | -63,3 % | 36.976.357 $ | +19.358.689 $ | +109,9 % | 17.617.668 $ | -290.685 $ | -1,6 % | 17.908.353 $ | +6.584.248 $ | +58,1 % |
| AMERIPRISE FINANCIAL INC | 34.347.541 $ | +3.675.548 $ | +12,0 % | 30.671.993 $ | +4.191.349 $ | +15,8 % | 26.480.644 $ | +7.519.766 $ | +39,7 % | 18.960.878 $ | +8.647.194 $ | +83,8 % |
| Cambridge Investment Research Advisors, Inc. | 34.264.000 $ | +30.174.000 $ | +737,8 % | 4.090.000 $ | -499.000 $ | -10,9 % | 4.589.000 $ | +541.000 $ | +13,4 % | 4.048.000 $ | -8.458.000 $ | -67,6 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.510.959 $ | -27.748.342 $ | -81,0 % | 34.259.301 $ | +27.696.619 $ | +422,0 % | 6.562.682 $ | +3.787.589 $ | +136,5 % | 2.775.093 $ | -2.044.101 $ | -42,4 % |
| OSAIC HOLDINGS, INC. | 34.199.254 $ | +21.761.964 $ | +175,0 % | 12.437.290 $ | +1.520.029 $ | +13,9 % | 10.917.261 $ | +376.808 $ | +3,6 % | 10.540.453 $ | +4.063.415 $ | +62,7 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 34.062.604 $ | +33.669.697 $ | +8.569,4 % | 392.907 $ | -3.593.765 $ | -90,1 % | 3.986.672 $ | +958.642 $ | +31,7 % | 3.028.030 $ | +1.731.388 $ | +133,5 % |
| Weil Company, Inc. | 32.914.039 $ | +1.138.167 $ | +3,6 % | 31.775.872 $ | -433.555 $ | -1,3 % | 32.209.427 $ | -1.269.973 $ | -3,8 % | 33.479.400 $ | +795.661 $ | +2,4 % |
| STIFEL FINANCIAL CORP | 32.687.427 $ | +27.331.861 $ | +510,3 % | 5.355.566 $ | -2.978.833 $ | -35,7 % | 8.334.399 $ | +2.736.880 $ | +48,9 % | 5.597.519 $ | +1.929.311 $ | +52,6 % |
| Tolleson Wealth Management, Inc. | 31.172.410 $ | +1.723.581 $ | +5,9 % | 29.448.829 $ | +500.099 $ | +1,7 % | 28.948.730 $ | +1.980.017 $ | +7,3 % | 26.968.713 $ | +4.357.027 $ | +19,3 % |
| Pinnacle Financial Partners, Inc. | 29.954.699 $ | +1.509.516 $ | +5,3 % | 28.445.183 $ | +5.163.520 $ | +22,2 % | 23.281.663 $ | |||||
| JB Capital LLC | 28.203.119 $ | +27.306.781 $ | +3.046,5 % | 896.338 $ | +169.061 $ | +23,2 % | 727.277 $ | +458.983 $ | +171,1 % | |||
| Larson Financial Group LLC | 27.475.552 $ | +3.691.035 $ | +15,5 % | 23.784.517 $ | +2.132.306 $ | +9,8 % | 21.652.211 $ | +2.221.482 $ | +11,4 % | 19.430.729 $ | +3.983.155 $ | +25,8 % |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 26.759.153 $ | +24.907.223 $ | +1.344,9 % | 1.851.930 $ | -415.154 $ | -18,3 % | 2.267.084 $ | +2.017.539 $ | +808,5 % | |||
| Diversify Advisory Services, LLC | 26.759.153 $ | +26.078.139 $ | +3.829,3 % | 681.014 $ | -166.289 $ | -19,6 % | 847.303 $ | +442.243 $ | +109,2 % | |||
| UBS Group AG | 24.541.301 $ | -1.142.593 $ | -4,4 % | 25.683.894 $ | +2.729.164 $ | +11,9 % | 22.954.730 $ | +3.699.247 $ | +19,2 % | 19.255.483 $ | +1.683.724 $ | +9,6 % |
| TRUIST FINANCIAL CORP | 24.151.426 $ | +16.438.336 $ | +213,1 % | 7.713.090 $ | +1.169.645 $ | +17,9 % | 6.543.445 $ | +671.022 $ | +11,4 % | 5.872.423 $ | +592.758 $ | +11,2 % |
| Arkadios Wealth Advisors | 23.006.638 $ | +8.476.669 $ | +58,3 % | 14.529.969 $ | +9.858.168 $ | +211,0 % | 4.671.801 $ | +4.225.726 $ | +947,3 % | 446.075 $ | +95.304 $ | +27,2 % |
| NATIXIS ADVISORS, LLC | 22.932.000 $ | +5.408.000 $ | +30,9 % | 17.524.000 $ | +2.063.000 $ | +13,3 % | 15.461.000 $ | +2.301.000 $ | +17,5 % | 13.160.000 $ | +2.431.000 $ | +22,7 % |
| Integrated Wealth Concepts LLC | 22.071.737 $ | +6.340.784 $ | +40,3 % | 15.730.953 $ | +2.278.278 $ | +16,9 % | 13.452.675 $ | +1.539.394 $ | +12,9 % | 11.913.281 $ | -7.153.508 $ | -37,5 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20.216.692 $ | +76.465 $ | +0,4 % | 20.140.227 $ | -573.210 $ | -2,8 % | 20.713.437 $ | +1.781.584 $ | +9,4 % | 18.931.853 $ | +4.150.667 $ | +28,1 % |
| ROYAL BANK OF CANADA | 19.100.000 $ | +9.448.000 $ | +97,9 % | 9.652.000 $ | -4.212.000 $ | -30,4 % | 13.864.000 $ | +6.330.000 $ | +84,0 % | 7.534.000 $ | -10.210.000 $ | -57,5 % |
| CFS Investment Advisory Services, LLC | 18.993.021 $ | +3.176.112 $ | +20,1 % | 15.816.909 $ | +102.517 $ | +0,7 % | 15.714.392 $ | -314.241 $ | -2,0 % | 16.028.633 $ | -2.009.367 $ | -11,1 % |
| Redhawk Wealth Advisors, Inc. | 18.665.784 $ | +17.430.099 $ | +1.410,6 % | 1.235.685 $ | +618.236 $ | +100,1 % | 617.449 $ | |||||
| Kestra Advisory Services, LLC | 18.003.238 $ | +8.276.420 $ | +85,1 % | 9.726.818 $ | +647.693 $ | +7,1 % | 9.079.125 $ | +2.174.407 $ | +31,5 % | 6.904.718 $ | +5.047.670 $ | +271,8 % |
| Centerline Wealth Advisors, LLC | 16.275.457 $ | +5.236.872 $ | +47,4 % | 11.038.585 $ | -6.221.277 $ | -36,0 % | 17.259.862 $ | |||||
| Joel Isaacson & Co., LLC | 16.790.422 $ | +14.796.181 $ | +741,9 % | 1.994.241 $ | ||||||||
| UNIQUE WEALTH, LLC | 16.420.765 $ | +4.309.319 $ | +35,6 % | 12.111.446 $ | -1.711.261 $ | -12,4 % | 13.822.707 $ | |||||
| FOUNDERS FINANCIAL SECURITIES LLC | 16.158.957 $ | +803.031 $ | +5,2 % | 15.355.926 $ | ||||||||
| Sharkey, Howes & Javer | 15.885.303 $ | +15.677.585 $ | +7.547,5 % | 207.718 $ | ||||||||
| ASSETMARK, INC | 15.417.663 $ | +15.219.917 $ | +7.696,7 % | 197.746 $ | -1.029.300 $ | -83,9 % | 1.227.046 $ | +85.713 $ | +7,5 % | 1.141.333 $ | +594.526 $ | +108,7 % |
| SOFI WEALTH, LLC | 18.711 $ | -4.466 $ | -19,3 % | 23.177 $ | -15.287.503 $ | -99,8 % | 15.310.680 $ | +1.198.277 $ | +8,5 % | 14.112.403 $ | +5.975.516 $ | +73,4 % |
| Kelly Financial Services LLC | 14.888.911 $ | +12.620.457 $ | +556,3 % | 2.268.454 $ | +197.408 $ | +9,5 % | 2.071.046 $ | +930.349 $ | +81,6 % | |||
| Focused Wealth Management, Inc | 14.615.660 $ | |||||||||||
| WEALTH ALLIANCE, LLC | 14.322.550 $ | +9.280.209 $ | +184,0 % | 5.042.341 $ | +1.656.867 $ | +48,9 % | 3.385.474 $ | +1.822.098 $ | +116,5 % | 1.563.376 $ | +858.791 $ | +121,9 % |
| Kestra Investment Management, LLC | 13.214.527 $ | |||||||||||
| Forthright Family Wealth Advisory LLC | 12.455.144 $ | -527.439 $ | -4,1 % | 12.982.583 $ | +183.860 $ | +1,4 % | 12.798.723 $ | -672.544 $ | -5,0 % | |||
| SYNOVUS FINANCIAL CORP | 12.776.186 $ | +6.210.982 $ | +94,6 % | |||||||||
| WETZEL INVESTMENT ADVISORS, INC. | 12.746.467 $ | +1.473.944 $ | +13,1 % | 11.272.523 $ | +595.070 $ | +5,6 % | 10.677.453 $ | +356.647 $ | +3,5 % | 10.320.806 $ | +841.451 $ | +8,9 % |
| Rockefeller Capital Management L.P. | 12.735.914 $ | +1.404.844 $ | +12,4 % | 11.331.070 $ | +201.004 $ | +1,8 % | 11.130.066 $ | +2.277.687 $ | +25,7 % | 8.852.379 $ | -9.300.231 $ | -51,2 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 12.694.945 $ | +77.107 $ | +0,6 % | 12.617.838 $ | +12.593.937 $ | +52.692,1 % | 23.901 $ | +23.269 $ | +3.681,8 % | |||
| CITADEL ADVISORS LLC | 12.545.534 $ | +3.508.725 $ | +38,8 % | 9.036.809 $ | +4.526.327 $ | +100,4 % | 4.510.482 $ | +945.592 $ | +26,5 % | 3.564.890 $ | +2.841.713 $ | +392,9 % |
| Resonant Capital Advisors, LLC | 9.486.008 $ | -2.692.335 $ | -22,1 % | 12.178.343 $ | ||||||||
| Icon Wealth Advisors, LLC | 11.836.083 $ | +4.306.326 $ | +57,2 % | 7.529.757 $ | -444.273 $ | -5,6 % | 7.974.030 $ | +2.002.474 $ | +33,5 % | |||
| RFG - Bristol Wealth Advisors, LLC | 11.697.152 $ | +634.112 $ | +5,7 % | 11.063.040 $ | +1.081.264 $ | +10,8 % | 9.981.776 $ | +334.711 $ | +3,5 % | 9.647.065 $ | ||
| AE Wealth Management LLC | 11.555.487 $ | +10.323.690 $ | +838,1 % | 1.231.797 $ | -934.620 $ | -43,1 % | 2.166.417 $ | +383.037 $ | +21,5 % | 1.783.380 $ | +554.822 $ | +45,2 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 11.144.000 $ | +9.916.000 $ | +807,5 % | 1.228.000 $ | -1.633.000 $ | -57,1 % | 2.861.000 $ | +365.000 $ | +14,6 % | 2.496.000 $ | ||
| Summit Financial, LLC | 11.126.370 $ | +4.440.407 $ | +66,4 % | 6.685.963 $ | +1.858.185 $ | +38,5 % | 4.827.778 $ | -52.742 $ | -1,1 % | 4.880.520 $ | ||
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10.594.004 $ | +4.699.330 $ | +79,7 % | 5.894.674 $ | +1.178.598 $ | +25,0 % | 4.716.076 $ | +931.408 $ | +24,6 % | 3.784.668 $ | +569.809 $ | +17,7 % |
| Keystone Financial Group, Inc. | 6.714.429 $ | -816.627 $ | -10,8 % | 7.531.056 $ | -2.676.682 $ | -26,2 % | 10.207.738 $ | +495.669 $ | +5,1 % | 9.712.069 $ | +570.929 $ | +6,2 % |
| HANCOCK WHITNEY CORP | 9.817.622 $ | +352.217 $ | +3,7 % | 9.465.405 $ | +271.703 $ | +3,0 % | 9.193.702 $ | +441.819 $ | +5,0 % | 8.751.883 $ | +145.299 $ | +1,7 % |
| Horst & Graben Wealth Management LLC | 9.799.838 $ | |||||||||||
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 9.745.519 $ | +1.264.821 $ | +14,9 % | 8.480.698 $ | +711.171 $ | +9,2 % | 7.769.527 $ | +561.731 $ | +7,8 % | 7.207.796 $ | +1.104.755 $ | +18,1 % |
| Cerity Partners LLC | 9.552.787 $ | +9.200.787 $ | +2.613,9 % | 352.000 $ | -4.004.160 $ | -91,9 % | 4.356.160 $ | -50.677 $ | -1,1 % | 4.406.837 $ | -3.229.162 $ | -42,3 % |
| Orion Porfolio Solutions, LLC | 9.542.759 $ | +7.514.529 $ | +370,5 % | 2.028.230 $ | -2.855.706 $ | -58,5 % | 4.883.936 $ | +262.001 $ | +5,7 % | 4.621.935 $ | +1.132.736 $ | +32,5 % |
| Farther Finance Advisors, LLC | 9.369.101 $ | +8.709.239 $ | +1.319,9 % | 659.862 $ | -636.557 $ | -49,1 % | 1.296.419 $ | +839.301 $ | +183,6 % | 457.118 $ | +140.350 $ | +44,3 % |
| Vise Technologies, Inc. | 9.248.595 $ | +0 $ | +0,0 % | 9.248.595 $ | +2.976.383 $ | +47,5 % | 6.272.212 $ | +5.936.294 $ | +1.767,2 % | |||
| GOLDMAN SACHS GROUP INC | 2.614.437 $ | -6.575.352 $ | -71,6 % | 9.189.789 $ | +7.189.444 $ | +359,4 % | 2.000.345 $ | -4.798.797 $ | -70,6 % | 6.799.142 $ | +5.609.615 $ | +471,6 % |
| Atria Investments, Inc | 9.154.289 $ | +7.527.585 $ | +462,8 % | 1.626.704 $ | +250.291 $ | +18,2 % | 1.376.413 $ | +567.934 $ | +70,2 % | |||
| SteelPeak Wealth, LLC | 9.015.439 $ | |||||||||||
| Storen Legacy Partners, LLC | 8.837.717 $ | +894.876 $ | +11,3 % | 7.942.841 $ | ||||||||
| Cyndeo Wealth Partners, LLC | 7.303.791 $ | -113.137 $ | -1,5 % | 7.416.928 $ | -1.381.958 $ | -15,7 % | 8.798.886 $ | |||||
| Willis Johnson & Associates, Inc. | 8.590.476 $ | +637.143 $ | +8,0 % | 7.953.333 $ | ||||||||
| CWM, LLC | 8.544.387 $ | +807.387 $ | +10,4 % | 7.737.000 $ | +209.000 $ | +2,8 % | 7.528.000 $ | +2.670.000 $ | +55,0 % | |||
| Ashton Thomas Private Wealth, LLC | 8.534.136 $ | +8.009.227 $ | +1.525,8 % | 524.909 $ | -216.682 $ | -29,2 % | 741.591 $ | +99.858 $ | +15,6 % | 641.733 $ | -240.415 $ | -27,3 % |
| Concurrent Investment Advisors, LLC | 5.301.810 $ | +2.028.692 $ | +62,0 % | 3.273.118 $ | -5.153.682 $ | -61,2 % | 8.426.800 $ | +4.397.316 $ | +109,1 % | 4.029.484 $ | ||
| Prime Capital Investment Advisors, LLC | 8.325.034 $ | +488.365 $ | +6,2 % | 7.836.669 $ | ||||||||
| Daviman Financial, LLC | 8.052.153 $ | |||||||||||
| Stone House Investment Management, LLC | 8.042.015 $ | +8.041.007 $ | +797.718,9 % | 1.008 $ | -984.822 $ | -99,9 % | 985.830 $ | -15.334 $ | -1,5 % | 1.001.164 $ | +267.063 $ | +36,4 % |
| Financial Synergies Wealth Advisors, Inc. | 6.613.447 $ | -497.840 $ | -7,0 % | 7.111.287 $ | -199.136 $ | -2,7 % | 7.310.423 $ | -670.394 $ | -8,4 % | 7.980.817 $ | +791.237 $ | +11,0 % |
| INTEGRITY ALLIANCE, LLC. | 7.927.565 $ | |||||||||||
| J.Safra Asset Management Corp | 7.770.941 $ | +257.033 $ | +3,4 % | 7.513.908 $ | -374.248 $ | -4,7 % | 7.888.156 $ | |||||
| May Hill Capital, LLC | 7.691.971 $ | +531.699 $ | +7,4 % | 7.160.272 $ | +553.451 $ | +8,4 % | 6.606.821 $ | +1.397.715 $ | +26,8 % | 5.209.106 $ | +1.238.796 $ | +31,2 % |
| &PARTNERS | 7.689.016 $ | +5.184.363 $ | +207,0 % | 2.504.653 $ | -244.233 $ | -8,9 % | 2.748.886 $ | +115.092 $ | +4,4 % | 2.633.794 $ | +68.100 $ | +2,7 % |
| Scarborough Advisors, LLC | 7.436.921 $ | +3.045.031 $ | +69,3 % | 4.391.890 $ | ||||||||
| BETO FINANCIAL GROUP, LLC | 7.338.192 $ | +3.134.364 $ | +74,6 % | 4.203.828 $ | +3.046.524 $ | +263,2 % | 1.157.304 $ | |||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.113.215 $ | +5.117.443 $ | +256,4 % | 1.995.772 $ | +437.639 $ | +28,1 % | 1.558.133 $ | -723.420 $ | -31,7 % | 2.281.553 $ | -936.294 $ | -29,1 % |
| McKinley Carter Wealth Services, Inc. | 7.109.115 $ | +440.135 $ | +6,6 % | 6.668.980 $ | +310.837 $ | +4,9 % | 6.358.143 $ | -57.943 $ | -0,9 % | 6.416.086 $ | +1.864.984 $ | +41,0 % |
| MILESTONE ASSET MANAGEMENT, LLC | 7.092.650 $ | |||||||||||
| JT Stratford LLC | 6.819.710 $ | +6.036.395 $ | +770,6 % | 783.315 $ | ||||||||
| One Wealth Advisors, LLC | 6.810.674 $ | +3.692.331 $ | +118,4 % | 3.118.343 $ | -105.127 $ | -3,3 % | 3.223.470 $ | +518.669 $ | +19,2 % | |||
| Stratos Wealth Partners, LTD. | 4.996.446 $ | -308.875 $ | -5,8 % | 5.305.321 $ | -1.455.299 $ | -21,5 % | 6.760.620 $ | +1.607.964 $ | +31,2 % | 5.152.656 $ | +4.216.443 $ | +450,4 % |
| KM Capital Management Ltd. | 329.676 $ | -12.614 $ | -3,7 % | 342.290 $ | -4.736.592 $ | -93,3 % | 5.078.882 $ | -1.448.316 $ | -22,2 % | 6.527.198 $ | +2.836.592 $ | +76,9 % |
| Shepherd Financial Partners LLC | 451.670 $ | -2.848.308 $ | -86,3 % | 3.299.978 $ | -2.975.788 $ | -47,4 % | 6.275.766 $ | +516.335 $ | +9,0 % | 5.759.431 $ | +3.609.517 $ | +167,9 % |
| OLD MISSION CAPITAL LLC | 796.064 $ | -5.342.165 $ | -87,0 % | 6.138.229 $ | +5.867.861 $ | +2.170,3 % | 270.368 $ | -189.642 $ | -41,2 % | 460.010 $ | ||
| Planned Solutions, Inc. | 5.800.109 $ | +119.577 $ | +2,1 % | 5.680.532 $ | -347.401 $ | -5,8 % | 6.027.933 $ | -91.623 $ | -1,5 % | 6.119.556 $ | +341.835 $ | +5,9 % |
| All Terrain Financial Advisors, LLC | 6.088.146 $ | |||||||||||
| Perigon Wealth Management, LLC | 6.054.020 $ | +545.516 $ | +9,9 % | 5.508.504 $ | ||||||||
| Global Retirement Partners, LLC | 6.038.447 $ | +5.711.495 $ | +1.746,9 % | 326.952 $ | +14.067 $ | +4,5 % | 312.885 $ | +101.344 $ | +47,9 % | |||
| Brookstone Capital Management | 5.998.391 $ | +5.349.414 $ | +824,3 % | 648.977 $ | ||||||||
| Skyline Advisors, Inc. | 5.934.307 $ | +2.512.192 $ | +73,4 % | 3.422.115 $ | +744.192 $ | +27,8 % | 2.677.923 $ | |||||
| SWP FINANCIAL LLC | 5.846.389 $ | +543.315 $ | +10,2 % | 5.303.074 $ | +86.792 $ | +1,7 % | 5.216.282 $ | +98.048 $ | +1,9 % | 5.118.234 $ | -36.133 $ | -0,7 % |
| Trek Financial, LLC | 5.818.503 $ | |||||||||||
| CRA Financial Services, LLC | 5.760.122 $ | +380.838 $ | +7,1 % | 5.379.284 $ | -237.006 $ | -4,2 % | 5.616.290 $ | +146.150 $ | +2,7 % | 5.470.140 $ | +356.631 $ | +7,0 % |
| R2 Capital Strategies, LLC | 5.649.473 $ | |||||||||||
| Paulson Wealth Management Inc. | 5.465.320 $ | -18.773 $ | -0,3 % | 5.484.093 $ | +652.750 $ | +13,5 % | 4.831.343 $ | -68.726 $ | -1,4 % | 4.900.069 $ | +1.375.878 $ | +39,0 % |
| Spectrum Planning & Advisory Services Inc. | 5.103.264 $ | +259.045 $ | +5,3 % | 4.844.219 $ | -179.526 $ | -3,6 % | 5.023.745 $ | -446.660 $ | -8,2 % | 5.470.405 $ | -244.979 $ | -4,3 % |
| Axiom Financial Strategies, LLC | 4.909.950 $ | -544.411 $ | -10,0 % | 5.454.361 $ | ||||||||
| Contango Wealth Management LLC | 5.445.830 $ | +2.243.305 $ | +70,0 % | 3.202.525 $ | ||||||||
| Ascent Group, LLC | 305.105 $ | -6.649 $ | -2,1 % | 311.754 $ | -2.572.954 $ | -89,2 % | 2.884.708 $ | -2.364.139 $ | -45,0 % | 5.248.847 $ | +1.448.044 $ | +38,1 % |
| Advisory Services Network, LLC | 5.164.885 $ | +4.260.199 $ | +470,9 % | 904.686 $ | +451.353 $ | +99,6 % | 453.333 $ | -211.819 $ | -31,8 % | 665.152 $ | +435.751 $ | +190,0 % |
| IHT Wealth Management, LLC | 5.128.143 $ | +1.259.715 $ | +32,6 % | 3.868.428 $ | +2.815.223 $ | +267,3 % | 1.053.205 $ | +34.339 $ | +3,4 % | 1.018.866 $ | +22.303 $ | +2,2 % |
| Equitable Holdings, Inc. | 5.068.709 $ | +440.945 $ | +9,5 % | 4.627.764 $ | +582.943 $ | +14,4 % | 4.044.821 $ | +1.324.663 $ | +48,7 % | 2.720.158 $ | +153.856 $ | +6,0 % |
| JPL Wealth Management, LLC | 5.011.731 $ | +4.404.933 $ | +725,9 % | 606.798 $ | ||||||||
| HighTower Advisors, LLC | 4.966.074 $ | +2.565.997 $ | +106,9 % | 2.400.077 $ | -1.972.945 $ | -45,1 % | 4.373.022 $ | +712.772 $ | +19,5 % | 3.660.250 $ | +685.712 $ | +23,1 % |
| Capital Analysts, LLC | 4.904.000 $ | +4.785.000 $ | +4.021,0 % | 119.000 $ | +94.000 $ | +376,0 % | 25.000 $ | -1.000 $ | -3,8 % | 26.000 $ | +1.000 $ | +4,0 % |
| Ameritas Advisory Services, LLC | 4.338.560 $ | +1.953.039 $ | +81,9 % | 2.385.521 $ | -1.235.712 $ | -34,1 % | 3.621.233 $ | -1.219.769 $ | -25,2 % | 4.841.002 $ | +4.715.436 $ | +3.755,3 % |
| Private Advisor Group, LLC | 4.809.937 $ | +2.979.708 $ | +162,8 % | 1.830.229 $ | -980.938 $ | -34,9 % | 2.811.167 $ | +425.895 $ | +17,9 % | 2.385.272 $ | +198.533 $ | +9,1 % |
| PAX Financial Group, LLC | 4.782.277 $ | |||||||||||
| Saxony Capital Management, LLC | 4.481.716 $ | -264.382 $ | -5,6 % | 4.746.098 $ | ||||||||
| HUB Investment Partners, LLC | 4.513.736 $ | +248.554 $ | +5,8 % | 4.265.182 $ | -62.227 $ | -1,4 % | 4.327.409 $ | -44.185 $ | -1,0 % | |||
| Detalus Advisors, LLC | 4.502.815 $ | +3.852.686 $ | +592,6 % | 650.129 $ | -1.521.778 $ | -70,1 % | 2.171.907 $ | -364.231 $ | -14,4 % | 2.536.138 $ | +465.570 $ | +22,5 % |
| MGO ONE SEVEN LLC | 4.490.006 $ | +2.363.259 $ | +111,1 % | 2.126.747 $ | -492.520 $ | -18,8 % | 2.619.267 $ | +1.799.414 $ | +219,5 % | 819.853 $ | ||
| Buttonwood Financial Group, LLC | 3.769.042 $ | -635.975 $ | -14,4 % | 4.405.017 $ | +1.923.888 $ | +77,5 % | ||||||
| Ethos Financial Group, LLC | 2.141.628 $ | -2.260.632 $ | -51,4 % | 4.402.260 $ | +2.088.396 $ | +90,3 % | 2.313.864 $ | +2.071.013 $ | +852,8 % | 242.851 $ | +2.765 $ | +1,2 % |
| Strategies Wealth Advisors, LLC | 4.390.811 $ | +4.147.861 $ | +1.707,3 % | 242.950 $ | ||||||||
| Tower Research Capital LLC (TRC) | 1.741.038 $ | -2.587.133 $ | -59,8 % | 4.328.171 $ | +1.771.416 $ | +69,3 % | 2.556.755 $ | |||||
| Regal Investment Advisors LLC | 4.323.533 $ | |||||||||||
| Advisory Resource Group | 4.237.106 $ | +382.145 $ | +9,9 % | 3.854.961 $ | +687.643 $ | +21,7 % | 3.167.318 $ | +460.054 $ | +17,0 % | 2.707.264 $ | +157.026 $ | +6,2 % |
| MERCER GLOBAL ADVISORS INC /ADV | 4.219.423 $ | +3.305.762 $ | +361,8 % | 913.661 $ | +74.221 $ | +8,8 % | 839.440 $ | -476.589 $ | -36,2 % | 1.316.029 $ | -361.512 $ | -21,6 % |
| RFG Advisory, LLC | 4.186.453 $ | +1.940.176 $ | +86,4 % | 2.246.277 $ | ||||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 4.174.370 $ | +2.122.251 $ | +103,4 % | 2.052.119 $ | ||||||||
| Keystone Financial Services | 4.132.731 $ | |||||||||||
| Elequin Capital, LP | 1.484.868 $ | -212.983 $ | -12,5 % | 1.697.851 $ | -2.427.900 $ | -58,8 % | 4.125.751 $ | +4.082.705 $ | +9.484,5 % | |||
| FORTE ASSET MANAGEMENT LLC | 4.122.500 $ | +57.800 $ | +1,4 % | 4.064.700 $ | +458.700 $ | +12,7 % | 3.606.000 $ | +15.750 $ | +0,4 % | 3.590.250 $ | +75.105 $ | +2,1 % |
| PRINCIPAL SECURITIES, INC. | 4.105.570 $ | +3.541.845 $ | +628,3 % | 563.725 $ | -234.846 $ | -29,4 % | 798.571 $ | -63.110 $ | -7,3 % | 861.681 $ | -91.927 $ | -9,6 % |
| Apollon Wealth Management, LLC | 3.198.279 $ | -855.615 $ | -21,1 % | 4.053.894 $ | +840.343 $ | +26,1 % | 3.213.551 $ | +124.901 $ | +4,0 % | 3.088.650 $ | +324.632 $ | +11,7 % |
| FLOW TRADERS U.S. LLC | 213.000 $ | -3.802.000 $ | -94,7 % | 4.015.000 $ | +2.419.000 $ | +151,6 % | 1.596.000 $ | -1.669.000 $ | -51,1 % | 3.265.000 $ | +1.569.000 $ | +92,5 % |
| Tennessee Valley Asset Management Partners | 3.995.659 $ | +378.612 $ | +10,5 % | 3.617.047 $ | +3.115.319 $ | +620,9 % | 501.728 $ | +40.818 $ | +8,9 % | 460.910 $ | ||
| ShoreHaven Wealth Partners, LLC | 3.942.069 $ | +3.314.525 $ | +528,2 % | |||||||||
| Bay Harbor Wealth Management, LLC | 3.939.065 $ | |||||||||||
| Legacy Financial Group LLC | 3.897.626 $ | |||||||||||
| Triad Wealth Partners, LLC | 3.873.867 $ | +2.736.667 $ | +240,6 % | 1.137.200 $ | -321.473 $ | -22,0 % | 1.458.673 $ | +660.498 $ | +82,8 % | 798.175 $ | +409.124 $ | +105,2 % |
| Vavra Capital Management, LLC | 3.808.598 $ | +326.513 $ | +9,4 % | 3.482.085 $ | +40.728 $ | +1,2 % | 3.441.357 $ | |||||
| SigFig Wealth Management, LLC | 3.712.155 $ | +3.490.535 $ | +1.575,0 % | 221.620 $ | -329.243 $ | -59,8 % | 550.863 $ | +40.945 $ | +8,0 % | 509.918 $ | +117.522 $ | +29,9 % |
| Cobblestone Asset Management LLC | 3.708.586 $ | |||||||||||
| Blue Trust, Inc. | 3.650.734 $ | +3.581.754 $ | +5.192,5 % | 68.980 $ | -19.776 $ | -22,3 % | 88.756 $ | |||||
| Cardinal Strategic Wealth Guidance | 607.760 $ | -3.002.208 $ | -83,2 % | 3.609.968 $ | +819.825 $ | +29,4 % | 2.790.143 $ | |||||
| Frisch Financial Group, Inc. | 3.602.362 $ | +81.066 $ | +2,3 % | 3.521.296 $ | +2.131.628 $ | +153,4 % | 1.389.668 $ | |||||
| Archer Investment Management, LLC | 3.533.759 $ | +477.224 $ | +15,6 % | 3.056.535 $ | +2.324.405 $ | +317,5 % | 732.130 $ | |||||
| PFG Advisors | 3.083.382 $ | -403.598 $ | -11,6 % | 3.486.980 $ | +768.384 $ | +28,3 % | 2.718.596 $ | +1.141.608 $ | +72,4 % | 1.576.988 $ | +1.155.504 $ | +274,2 % |
| Peak Wealth Management LLC | 3.463.321 $ | |||||||||||
| Simplicity Wealth,LLC | 3.453.526 $ | +3.134.430 $ | +982,3 % | 319.096 $ | +5.914 $ | +1,9 % | 313.182 $ | -126.294 $ | -28,7 % | |||
| Steward Partners Investment Advisory, LLC | 3.420.801 $ | +739.740 $ | +27,6 % | 2.681.061 $ | +1.838.264 $ | +218,1 % | 842.797 $ | +418.927 $ | +98,8 % | 423.870 $ | +60.458 $ | +16,6 % |
| GC Wealth Management RIA, LLC | 3.323.849 $ | +225.543 $ | +7,3 % | 3.098.306 $ | +163.537 $ | +5,6 % | 2.934.769 $ | +215.447 $ | +7,9 % | 2.719.322 $ | +183.997 $ | +7,3 % |
| PFG Investments, LLC | 3.321.274 $ | +2.671.351 $ | +411,0 % | 649.923 $ | -703.136 $ | -52,0 % | 1.353.059 $ | -91.005 $ | -6,3 % | 1.444.064 $ | +46.350 $ | +3,3 % |
| Keebeck Wealth Management | 3.310.888 $ | +1.308.635 $ | +65,4 % | 2.002.253 $ | -500.045 $ | -20,0 % | 2.502.298 $ | +1.541.912 $ | +160,6 % | 960.386 $ | +36.805 $ | +4,0 % |
| Mayflower Financial Advisors, LLC | 3.280.889 $ | +2.825.585 $ | +620,6 % | 455.304 $ | -360.266 $ | -44,2 % | 815.570 $ | +321.295 $ | +65,0 % | |||
| Americana Partners, LLC | 919.965 $ | -1.315.236 $ | -58,8 % | 2.235.201 $ | -967.073 $ | -30,2 % | 3.202.274 $ | -5.184.598 $ | -61,8 % | |||
| CORE WEALTH ADVISORS, LLC | 3.083.380 $ | +2.836.955 $ | +1.151,2 % | 246.425 $ | -56.657 $ | -18,7 % | 303.082 $ | |||||
| Strategic Blueprint, LLC | 908.176 $ | +625.704 $ | +221,5 % | 282.472 $ | -586.803 $ | -67,5 % | 869.275 $ | -2.153.691 $ | -71,2 % | 3.022.966 $ | -143.411 $ | -4,5 % |
| Vantage Financial Partners, LLC | 2.943.575 $ | -65.171 $ | -2,2 % | 3.008.746 $ | -226.693 $ | -7,0 % | ||||||
| Csenge Advisory Group | 2.993.106 $ | +2.098.966 $ | +234,7 % | 894.140 $ | -39.029 $ | -4,2 % | 933.169 $ | +102.637 $ | +12,4 % | 830.532 $ | +369.897 $ | +80,3 % |
| Geneos Wealth Management Inc. | 2.964.787 $ | +75.837 $ | +2,6 % | 2.888.950 $ | +2.886.934 $ | +143.201,1 % | ||||||
| Chatterton & Associates Inc. | 2.952.177 $ | +2.450.977 $ | +489,0 % | 501.200 $ | +2.294 $ | +0,5 % | 498.906 $ | |||||
| U.S. Capital Wealth Advisors, LLC | 2.907.144 $ | +2.570.668 $ | +764,0 % | 336.476 $ | +126.238 $ | +60,0 % | 210.238 $ | |||||
| WCG Wealth Advisors LLC | 2.904.298 $ | |||||||||||
| Fairman Group, LLC | 2.844.325 $ | +55.332 $ | +2,0 % | 2.788.993 $ | -88.890 $ | -3,1 % | 2.877.883 $ | +10.285 $ | +0,4 % | 2.867.598 $ | +60.348 $ | +2,1 % |
| CURTIS WEALTH MANAGEMENT LLC | 2.814.279 $ | +2.448.244 $ | +668,9 % | 366.035 $ | ||||||||
| West Wealth Group, LLC | 2.784.075 $ | +477.277 $ | +20,7 % | 2.306.798 $ | +1.038.973 $ | +81,9 % | ||||||
| Perennial Investment Advisors, LLC | 1.907.090 $ | -863.014 $ | -31,2 % | 2.770.104 $ | +363.178 $ | +15,1 % | 2.406.926 $ | +890.814 $ | +58,8 % | |||
| TrustWell Financial Advisors, LLC | 2.737.486 $ | |||||||||||
| ERn Financial, LLC | 2.732.251 $ | +499.704 $ | +22,4 % | 2.232.547 $ | -35.162 $ | -1,6 % | 2.267.709 $ | +256.476 $ | +12,8 % | 2.011.233 $ | +144.927 $ | +7,8 % |
| SIGNET FINANCIAL MANAGEMENT, LLC | 1.966.621 $ | -763.370 $ | -28,0 % | 2.729.991 $ | +456.442 $ | +20,1 % | 2.273.549 $ | +614.480 $ | +37,0 % | |||
| Sovran Advisors, LLC | 2.680.257 $ | +2.319.960 $ | +643,9 % | 360.297 $ | -164.703 $ | -31,4 % | 525.000 $ | +98.982 $ | +23,2 % | 426.018 $ | +150.519 $ | +54,6 % |
| Shared Vision Wealth Group LLC | 2.679.652 $ | +2.444.172 $ | +1.038,0 % | 235.480 $ | +2.732 $ | +1,2 % | ||||||
| CITIGROUP INC | 2.638.012 $ | |||||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.542.563 $ | +2.533.512 $ | +27.991,5 % | 9.051 $ | -1.310 $ | -12,6 % | ||||||
| Focus Financial Network, Inc. | 2.491.517 $ | |||||||||||
| VestGen Advisors, LLC | 2.448.132 $ | +2.217.200 $ | +960,1 % | 230.932 $ | -984 $ | -0,4 % | 231.916 $ | |||||
| COMPASS CAPITAL CORP /MA/ /ADV | 2.434.701 $ | +182.888 $ | +8,1 % | 2.251.813 $ | +586.774 $ | +35,2 % | 1.665.039 $ | |||||
| Tyche Wealth Partners LLC | 2.357.918 $ | +322.264 $ | +15,8 % | 2.035.654 $ | +1.385.523 $ | +213,1 % | ||||||
| Taylor & Morgan Wealth Management, LLC | 2.320.989 $ | +122.667 $ | +5,6 % | 2.198.322 $ | -52.022 $ | -2,3 % | 2.250.344 $ | -41.004 $ | -1,8 % | 2.291.348 $ | -10.572 $ | -0,5 % |
| Independent Advisor Alliance | 2.319.003 $ | |||||||||||
| Mariner, LLC | 644.051 $ | -153.251 $ | -19,2 % | 797.302 $ | -1.461.632 $ | -64,7 % | 2.258.934 $ | +1.352.036 $ | +149,1 % | 906.898 $ | -101.853 $ | -10,1 % |
| Cornerstone Planning Group LLC | 2.216.651 $ | +2.201.123 $ | +14.175,2 % | 15.528 $ | -478.170 $ | -96,9 % | 493.698 $ | +9.828 $ | +2,0 % | 483.870 $ | +477.284 $ | +7.246,9 % |
| Ullmann Wealth Partners Group, LLC | 240.598 $ | -1.952.903 $ | -89,0 % | 2.193.501 $ | +1.292.911 $ | +143,6 % | 900.590 $ | +477.444 $ | +112,8 % | 423.146 $ | ||
| Breakwater Capital Group | 2.178.972 $ | +421.519 $ | +24,0 % | 1.757.453 $ | +168.097 $ | +10,6 % | 1.589.356 $ | +51.219 $ | +3,3 % | 1.538.137 $ | +202.749 $ | +15,2 % |
| Hoxton Planning & Management, LLC | 2.159.704 $ | |||||||||||
| TWIN PEAKS WEALTH ADVISORS, LLC | 2.144.218 $ | +2.143.458 $ | +282.033,9 % | |||||||||
| BIP Wealth, LLC | 2.104.305 $ | +4.830 $ | +0,2 % | 2.099.475 $ | ||||||||
| ENDEAVOR PRIVATE WEALTH, INC. | 2.069.031 $ | |||||||||||
| Atlas Private Wealth Advisors | 2.035.289 $ | -27.333 $ | -1,3 % | 2.062.622 $ | +234.272 $ | +12,8 % | 1.828.350 $ | +14.841 $ | +0,8 % | 1.813.509 $ | -1.911.153 $ | -51,3 % |
| ASHTON THOMAS SECURITIES, LLC | 2.040.114 $ | |||||||||||
| CHERRYDALE WEALTH MANAGEMENT, LLC | 2.033.912 $ | +83.481 $ | +4,3 % | 1.950.431 $ | +386.097 $ | +24,7 % | 1.564.334 $ | +136.304 $ | +9,5 % | 1.428.030 $ | -39.797 $ | -2,7 % |
| ALTERNA WEALTH MANAGEMENT, INC | 2.020.609 $ | |||||||||||
| THEORY FINANCIAL LLC | 2.004.157 $ | +1.315.488 $ | +191,0 % | 688.669 $ | +5.339 $ | +0,8 % | 683.330 $ | |||||
| Cypress Wealth Services, LLC | 1.985.450 $ | +1.747.501 $ | +734,4 % | 237.949 $ | -22.349 $ | -8,6 % | 260.298 $ | +34.811 $ | +15,4 % | 225.487 $ | ||
| MBE Wealth Management, LLC | 1.936.539 $ | |||||||||||
| NOVEM GROUP | 1.910.688 $ | +1.059.240 $ | +124,4 % | 851.448 $ | +420.132 $ | +97,4 % | 431.316 $ | -240.204 $ | -35,8 % | 671.520 $ | -79.010 $ | -10,5 % |
| GSG Advisors LLC | 641.931 $ | -1.267.020 $ | -66,4 % | 1.908.951 $ | +1.463.182 $ | +328,2 % | 445.769 $ | +3.276 $ | +0,7 % | |||
| WealthShield Partners, LLC | 1.896.845 $ | +1.873.229 $ | +7.932,0 % | 23.616 $ | -811.658 $ | -97,2 % | 835.274 $ | -159.545 $ | -16,0 % | 994.819 $ | +418.991 $ | +72,8 % |
| Valmark Advisers, Inc. | 1.890.486 $ | +405.496 $ | +27,3 % | 1.484.990 $ | +108.848 $ | +7,9 % | 1.376.142 $ | +187.882 $ | +15,8 % | 1.188.260 $ | +287.419 $ | +31,9 % |
| EVOLUTION WEALTH MANAGEMENT INC. | 1.883.360 $ | |||||||||||
| Golden State Wealth Management, LLC | 1.872.808 $ | +1.701.794 $ | +995,1 % | 171.014 $ | +142.674 $ | +503,4 % | 28.340 $ | +2.270 $ | +8,7 % | 26.070 $ | +2.581 $ | +11,0 % |
| Lionsbridge Wealth Management LLC | 1.844.855 $ | +71.250 $ | +4,0 % | 1.773.605 $ | -57.076 $ | -3,1 % | ||||||
| BANK OF MONTREAL /CAN/ | 1.843.417 $ | +1.554.317 $ | +537,6 % | 289.100 $ | ||||||||
| Intrua Financial, LLC | 1.764.485 $ | +148.773 $ | +9,2 % | 1.615.712 $ | +122.481 $ | +8,2 % | 1.493.231 $ | +104.912 $ | +7,6 % | 1.388.319 $ | +249.195 $ | +21,9 % |
| GGM Financial LLC | 1.761.014 $ | +784.854 $ | +80,4 % | 976.160 $ | +346.430 $ | +55,0 % | 629.730 $ | +14.433 $ | +2,3 % | 615.297 $ | ||
| Lansing Street Advisors | 1.759.245 $ | +78.604 $ | +4,7 % | 1.680.641 $ | +731.794 $ | +77,1 % | 948.847 $ | +272.232 $ | +40,2 % | 676.615 $ | ||
| TCP Asset Management, LLC | 1.749.039 $ | |||||||||||
| Integrated Advisors Network LLC | 851.434 $ | -866.085 $ | -50,4 % | 1.717.519 $ | +155.182 $ | +9,9 % | ||||||
| WATERSHED PRIVATE WEALTH LLC | 1.709.166 $ | +72.221 $ | +4,4 % | 1.636.945 $ | ||||||||
| LongView Wealth Management | 1.700.842 $ | +280.811 $ | +19,8 % | 1.420.031 $ | +16.141 $ | +1,1 % | 1.403.890 $ | |||||
| Fairvoy Private Wealth, LLC | 1.671.368 $ | +457.138 $ | +37,6 % | 1.214.230 $ | -302.023 $ | -19,9 % | 1.516.253 $ | |||||
| SILVERLAKE WEALTH MANAGEMENT LLC | 1.659.256 $ | +256.214 $ | +18,3 % | 1.403.042 $ | ||||||||
| COFG Advisors, LLC | 1.657.289 $ | +151.336 $ | +10,0 % | 1.505.953 $ | +489.096 $ | +48,1 % | 1.016.857 $ | |||||
| CAHILL FINANCIAL ADVISORS INC | 1.640.334 $ | +336.186 $ | +25,8 % | 1.304.148 $ | -50.679 $ | -3,7 % | 1.354.827 $ | +477.507 $ | +54,4 % | 877.320 $ | +274.077 $ | +45,4 % |
| WEDBUSH SECURITIES INC | 1.633.000 $ | +438.000 $ | +36,7 % | 1.195.000 $ | -387.000 $ | -24,5 % | 1.582.000 $ | +54.000 $ | +3,5 % | 1.528.000 $ | +777.000 $ | +103,5 % |
| Keystone Financial Group | 1.245.295 $ | +350.332 $ | +39,1 % | 894.963 $ | -736.740 $ | -45,2 % | 1.631.703 $ | +91.495 $ | +5,9 % | 1.540.208 $ | +210.460 $ | +15,8 % |
| Virtu Financial LLC | 1.605.000 $ | |||||||||||
| PACES FERRY WEALTH ADVISORS, LLC | 1.593.500 $ | +58.236 $ | +3,8 % | 1.535.264 $ | -22.399 $ | -1,4 % | 1.557.663 $ | -16.319 $ | -1,0 % | 1.573.982 $ | ||
| Tradition Wealth Management, LLC | 1.583.884 $ | |||||||||||
| Vision Retirement, LLC | 971.089 $ | +102.619 $ | +11,8 % | 868.470 $ | -695.218 $ | -44,5 % | 1.563.688 $ | |||||
| ELEVATION POINT WEALTH PARTNERS, LLC | 1.562.762 $ | +1.200.561 $ | +331,5 % | 362.201 $ | -104.786 $ | -22,4 % | 466.987 $ | +402.698 $ | +626,4 % | |||
| Atlatl Advisers LLC | 1.559.191 $ | +508.726 $ | +48,4 % | 1.050.465 $ | +77.634 $ | +8,0 % | 972.831 $ | +492.075 $ | +102,4 % | |||
| EQ LLC | 1.306.560 $ | -248.229 $ | -16,0 % | 1.554.789 $ | +155.670 $ | +11,1 % | 1.399.119 $ | +152.965 $ | +12,3 % | 1.246.154 $ | +285.536 $ | +29,7 % |
| Apella Capital, LLC | 1.534.432 $ | +157.844 $ | +11,5 % | 1.376.588 $ | ||||||||
| Dynamic Advisor Solutions LLC | 1.526.780 $ | +156.020 $ | +11,4 % | 1.370.760 $ | +196.646 $ | +16,7 % | 1.174.114 $ | +676.745 $ | +136,1 % | 497.369 $ | ||
| SEEDS INVESTOR LLC | 1.524.692 $ | |||||||||||
| CHOREO, LLC | 1.437.622 $ | -27.639 $ | -1,9 % | 1.465.261 $ | -35.488 $ | -2,4 % | 1.500.749 $ | -11.424 $ | -0,8 % | 1.512.173 $ | +10.892 $ | +0,7 % |
| BridgePort Financial Solutions, LLC | 1.508.801 $ | |||||||||||
| Rothschild Wealth LLC | 1.499.358 $ | +1.271.933 $ | +559,3 % | 227.425 $ | ||||||||
| Focus Partners Wealth | 1.497.269 $ | +779.731 $ | +108,7 % | 717.538 $ | -368.408 $ | -33,9 % | 1.085.946 $ | +786.008 $ | +262,1 % | 299.938 $ | -265.982 $ | -47,0 % |
| Pinion Investment Advisors, LLC | 1.476.716 $ | |||||||||||
| High Falls Advisors, Inc | 1.252.438 $ | -209.874 $ | -14,4 % | 1.462.312 $ | +250.679 $ | +20,7 % | ||||||
| LIFELONG WEALTH ADVISORS, INC. | 1.450.766 $ | |||||||||||
| Kingsview Wealth Management, LLC | 1.436.409 $ | +27.568 $ | +2,0 % | 1.408.841 $ | +2.442 $ | +0,2 % | 1.406.399 $ | +32.484 $ | +2,4 % | 1.373.915 $ | -154.124 $ | -10,1 % |
| Balefire, LLC | 1.427.582 $ | |||||||||||
| VERUS CAPITAL PARTNERS, LLC | 1.406.004 $ | +879.012 $ | +166,8 % | 526.992 $ | +13.448 $ | +2,6 % | 513.544 $ | +304.630 $ | +145,8 % | |||
| Patriot Financial Group Insurance Agency, LLC | 1.391.067 $ | +1.020.451 $ | +275,3 % | 370.616 $ | ||||||||
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 1.381.919 $ | +114.340 $ | +9,0 % | 1.267.579 $ | +33.107 $ | +2,7 % | 1.234.472 $ | +429.208 $ | +53,3 % | |||
| Wallace Advisory Group, LLC | 1.363.200 $ | -45.919 $ | -3,3 % | |||||||||
| Redwood Investment Management, LLC | 1.337.000 $ | +935.000 $ | +232,6 % | 402.000 $ | ||||||||
| Beacon Pointe Advisors, LLC | 1.323.739 $ | +520.884 $ | +64,9 % | 802.855 $ | -6.973 $ | -0,9 % | 809.828 $ | -49.144 $ | -5,7 % | 858.972 $ | ||
| J.M. Arbour, LLC | 1.281.590 $ | |||||||||||
| WealthPLAN Partners, LLC | 1.279.176 $ | |||||||||||
| Capital Advisors Wealth Management, LLC | 1.276.102 $ | |||||||||||
| IFP Advisors, Inc | 1.273.322 $ | +534.625 $ | +72,4 % | 738.697 $ | +201.401 $ | +37,5 % | 537.296 $ | +223.556 $ | +71,3 % | 313.740 $ | -785.825 $ | -71,5 % |
| Formidable Asset Management, LLC | 1.259.503 $ | +465.195 $ | +58,6 % | 794.308 $ | -36.813 $ | -4,4 % | 831.121 $ | +102.107 $ | +14,0 % | 729.014 $ | ||
| FIFTH THIRD BANCORP | 1.245.785 $ | +245.484 $ | +24,5 % | 1.000.301 $ | ||||||||
| Tempus Wealth Planning, LLC | 1.240.202 $ | |||||||||||
| CreativeOne Wealth, LLC | 1.224.708 $ | +196.988 $ | +19,2 % | 1.027.720 $ | -7.878 $ | -0,8 % | 1.035.598 $ | +110.781 $ | +12,0 % | |||
| Landmark Wealth Management, LLC | 1.210.717 $ | +17.456 $ | +1,5 % | 1.193.261 $ | +190.590 $ | +19,0 % | 1.002.671 $ | +16.612 $ | +1,7 % | 986.059 $ | -83.941 $ | -7,8 % |
| Transamerica Financial Advisors, LLC | 1.208.229 $ | |||||||||||
| Financial Connections Group, Inc. | 1.208.000 $ | +1.050.000 $ | +664,6 % | 158.000 $ | ||||||||
| M1 Capital Management LLC | 1.204.194 $ | |||||||||||
| Compass Financial Group, INC/SD | 1.199.478 $ | |||||||||||
| Lineweaver Wealth Advisors, LLC | 1.191.054 $ | +507.752 $ | +74,3 % | 683.302 $ | +100.578 $ | +17,3 % | 582.724 $ | +51.625 $ | +9,7 % | 531.099 $ | +34.808 $ | +7,0 % |
| Savvy Advisors, Inc. | 1.181.660 $ | +772.052 $ | +188,5 % | 409.608 $ | ||||||||
| Beacon Bridge Wealth Partners, LLC | 1.174.583 $ | +283.163 $ | +31,8 % | 891.420 $ | +67.073 $ | +8,1 % | 824.347 $ | |||||
| Portfolio Resources Advisor Group, Inc. | 1.158.184 $ | +1.139.616 $ | +6.137,5 % | 18.568 $ | +13.018 $ | +234,6 % | 5.550 $ | |||||
| ONE Advisory Partners, LLC | 944.295 $ | -199.448 $ | -17,4 % | 1.143.743 $ | +573.668 $ | +100,6 % | ||||||
| Magnolia Private Wealth, LLC | 981.010 $ | -156.301 $ | -13,7 % | 1.137.311 $ | +276.974 $ | +32,2 % | 860.337 $ | |||||
| DeLarme Wealth Management, Inc. | 1.102.784 $ | +196.668 $ | +21,7 % | 906.116 $ | +403.785 $ | +80,4 % | 502.331 $ | |||||
| WealthPoint Financial, LLC | 1.102.307 $ | |||||||||||
| EHRLICH FINANCIAL GROUP | 538.315 $ | -500.198 $ | -48,2 % | 1.038.513 $ | -63.352 $ | -5,7 % | 1.101.865 $ | +373.686 $ | +51,3 % | 728.179 $ | +239.544 $ | +49,0 % |
| Sunbeam Capital Management, LLC | 1.098.090 $ | +115.700 $ | +11,8 % | 982.390 $ | -14.333 $ | -1,4 % | 996.723 $ | |||||
| Able Wealth Management LLC | 1.094.649 $ | +807.968 $ | +281,8 % | 286.681 $ | ||||||||
| SimpliFi, Inc. | 1.087.752 $ | +24.056 $ | +2,3 % | 1.063.696 $ | -300 $ | -0,0 % | 1.063.996 $ | -23.512 $ | -2,2 % | 1.087.508 $ | +32.004 $ | +3,0 % |
| Quantinno Capital Management LP | 1.066.270 $ | +206.612 $ | +24,0 % | 859.658 $ | +159.201 $ | +22,7 % | 700.457 $ | +131.771 $ | +23,2 % | 568.686 $ | ||
| Cassilly Financial Group LLC | 1.055.336 $ | |||||||||||
| Keystone Global Partners, LLC | 1.052.921 $ | |||||||||||
| B.O.S.S. Retirement Advisors, LLC | 1.048.094 $ | |||||||||||
| HARBOUR INVESTMENTS, INC. | 1.046.017 $ | +703.045 $ | +205,0 % | 342.972 $ | +86.797 $ | +33,9 % | 256.175 $ | +173.561 $ | +210,1 % | 82.614 $ | +28.387 $ | +52,3 % |
| US BANCORP \DE\ | 1.043.010 $ | +954.567 $ | +1.079,3 % | 88.443 $ | -135.535 $ | -60,5 % | 223.978 $ | +19.102 $ | +9,3 % | 204.876 $ | +2.332 $ | +1,2 % |
| LiftPoint Family Wealth Advisors LLC | 212.727 $ | -824.644 $ | -79,5 % | 1.037.371 $ | ||||||||
| Sigma Planning Corp | 1.037.343 $ | +405.833 $ | +64,3 % | 631.510 $ | +315.921 $ | +100,1 % | 315.589 $ | -3.573 $ | -1,1 % | 319.162 $ | -5.687 $ | -1,8 % |
| Davis Wealth Advisors, LLC | 1.012.229 $ | |||||||||||
| Provident Wealth Management, LLC | 1.009.414 $ | +8.854 $ | +0,9 % | 1.000.560 $ | +12.323 $ | +1,2 % | 988.237 $ | +23.588 $ | +2,4 % | 964.649 $ | -5.065 $ | -0,5 % |
| HRT FINANCIAL LP | 222.000 $ | -781.000 $ | -77,9 % | 1.003.000 $ | ||||||||
| MMA ASSET MANAGEMENT LLC | 940.415 $ | -51.061 $ | -5,1 % | 991.476 $ | +109.064 $ | +12,4 % | 882.412 $ | |||||
| B. Riley Wealth Advisors, Inc. | 991.046 $ | |||||||||||
| BEACON FINANCIAL GROUP | 988.939 $ | |||||||||||
| Two West Capital Advisors LLC | 988.668 $ | |||||||||||
| Integrity Advisory Solutions, LLC | 987.947 $ | |||||||||||
| Ausdal Financial Partners, Inc. | 982.998 $ | |||||||||||
| Essex Financial Services, Inc. | 981.558 $ | +35.872 $ | +3,8 % | 945.686 $ | -13.797 $ | -1,4 % | 959.483 $ | -10.052 $ | -1,0 % | 969.535 $ | +11.038 $ | +1,2 % |
| SWMG, LLC | 966.857 $ | |||||||||||
| Beacon Capital Management, LLC | 966.171 $ | +764.764 $ | +379,7 % | 201.407 $ | ||||||||
| SOA Wealth Advisors, LLC. | 963.169 $ | +134.333 $ | +16,2 % | 828.836 $ | -10.362 $ | -1,2 % | 839.198 $ | -24.415 $ | -2,8 % | 863.613 $ | +86.454 $ | +11,1 % |
| Sequoia Financial Advisors, LLC | 961.551 $ | -673.828 $ | -41,2 % | |||||||||
| Hopwood Nicholas Hunter | 934.137 $ | |||||||||||
| Capital Investment Management, Inc. | 922.670 $ | |||||||||||
| TritonPoint Partners, LLC | 921.990 $ | |||||||||||
| Versant Capital Management, Inc | 61.553 $ | +6.712 $ | +12,2 % | 54.841 $ | -778.609 $ | -93,4 % | 833.450 $ | -88.420 $ | -9,6 % | 921.870 $ | +10.495 $ | +1,2 % |
| OPPENHEIMER & CO INC | 913.332 $ | +33.379 $ | +3,8 % | 879.953 $ | +63.891 $ | +7,8 % | 816.062 $ | -234.978 $ | -22,4 % | |||
| IMA Advisory Services, Inc. | 907.361 $ | |||||||||||
| LifeGoal Investments, LLC | 900.618 $ | +212.352 $ | +30,9 % | 688.266 $ | -194.149 $ | -22,0 % | 882.415 $ | +169.455 $ | +23,8 % | 712.960 $ | +465.143 $ | +187,7 % |
| Retirement Planning Group, LLC | 593.218 $ | -7.732 $ | -1,3 % | 600.950 $ | -8.767 $ | -1,4 % | 609.717 $ | -285.885 $ | -31,9 % | 895.602 $ | ||
| JFS WEALTH ADVISORS, LLC | 892.791 $ | +874.558 $ | +4.796,6 % | 18.233 $ | -86.722 $ | -82,6 % | 104.955 $ | -17.676 $ | -14,4 % | 122.631 $ | +30.331 $ | +32,9 % |
| Guerra Advisors Inc | 880.636 $ | |||||||||||
| Apeiron RIA LLC | 557.982 $ | -308.741 $ | -35,6 % | 866.723 $ | +485.519 $ | +127,4 % | 381.204 $ | +84.756 $ | +28,6 % | |||
| Synergy Investment Management, LLC | 847.633 $ | +206.706 $ | +32,3 % | 640.927 $ | +106.243 $ | +19,9 % | 534.684 $ | +16.702 $ | +3,2 % | 517.982 $ | ||
| Gen-Wealth Partners Inc | 845.928 $ | +821.842 $ | +3.412,1 % | 24.086 $ | -405.817 $ | -94,4 % | 429.903 $ | +127.397 $ | +42,1 % | 302.506 $ | +104.816 $ | +53,0 % |
| Polaris Investment Advisors, LLC | 839.944 $ | +587.343 $ | +232,5 % | 252.601 $ | ||||||||
| BENJAMIN EDWARDS INC | 833.820 $ | +67.099 $ | +8,8 % | 766.721 $ | +312.115 $ | +68,7 % | 454.606 $ | +42.806 $ | +10,4 % | 411.800 $ | +157.320 $ | +61,8 % |
| SYON CAPITAL LLC | 833.383 $ | +12.976 $ | +1,6 % | 820.407 $ | -10.046 $ | -1,2 % | 830.453 $ | |||||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 661.854 $ | -166.408 $ | -20,1 % | 828.262 $ | -5.500 $ | -0,7 % | ||||||
| Scissortail Wealth Management, LLC | 825.005 $ | +153.362 $ | +22,8 % | 671.643 $ | ||||||||
| Rosenberg Matthew Hamilton | 821.899 $ | +390.799 $ | +90,7 % | 431.100 $ | +15.519 $ | +3,7 % | 415.581 $ | +139.773 $ | +50,7 % | 275.808 $ | +178.645 $ | +183,9 % |
| True Vision MN LLC | 821.183 $ | +14.713 $ | +1,8 % | 806.470 $ | +336.267 $ | +71,5 % | ||||||
| A4 Wealth Advisors LLC | 819.382 $ | +421.091 $ | +105,7 % | 398.291 $ | ||||||||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 817.715 $ | |||||||||||
| PERSPECTIVE WEALTH ADVISORS LLC | 809.399 $ | |||||||||||
| First Heartland Consultants, Inc. | 792.872 $ | |||||||||||
| ARWA LLC | 788.924 $ | +462.512 $ | +141,7 % | 326.412 $ | ||||||||
| RDA Financial Network | 783.568 $ | |||||||||||
| Avidian Wealth Enterprises, LLC | 777.131 $ | |||||||||||
| Smartleaf Asset Management LLC | 77.454 $ | +3.275 $ | +4,4 % | 74.179 $ | -689.559 $ | -90,3 % | 763.738 $ | +346.511 $ | +83,1 % | 417.227 $ | +22.411 $ | +5,7 % |
| Interchange Capital Partners, LLC | 758.706 $ | |||||||||||
| World Investment Advisors | 500.854 $ | -253.735 $ | -33,6 % | 754.589 $ | +522.559 $ | +225,2 % | 232.030 $ | |||||
| NorthCoast Asset Management LLC | 753.665 $ | +38.966 $ | +5,5 % | |||||||||
| Oregon Pacific Wealth Management, LLC | 753.039 $ | +300.074 $ | +66,2 % | 452.965 $ | +72.102 $ | +18,9 % | 380.863 $ | |||||
| CoreCap Advisors, LLC | 752.819 $ | +727.329 $ | +2.853,4 % | 25.490 $ | -390 $ | -1,5 % | 25.880 $ | -24.808 $ | -48,9 % | 50.688 $ | +11.304 $ | +28,7 % |
| Carr Financial Group Corp | 752.764 $ | -366.528 $ | -32,7 % | |||||||||
| MATHER GROUP, LLC. | 737.503 $ | +727.911 $ | +7.588,7 % | 9.592 $ | ||||||||
| Lebenthal Global Advisors, LLC | 539.597 $ | -137.637 $ | -20,3 % | 677.234 $ | -43.935 $ | -6,1 % | 721.169 $ | -11.592 $ | -1,6 % | 732.761 $ | -2.358 $ | -0,3 % |
| INSIGNEO ADVISORY SERVICES, LLC | 725.774 $ | +207 $ | +0,0 % | 725.567 $ | ||||||||
| Retirement Wealth Solutions LLC | 716.266 $ | +694.291 $ | +3.159,5 % | 21.975 $ | -189.345 $ | -89,6 % | 211.320 $ | -132.519 $ | -38,5 % | 343.839 $ | -41.652 $ | -10,8 % |
| Sunbelt Securities, Inc. | 171.688 $ | -542.696 $ | -76,0 % | 714.384 $ | +97.010 $ | +15,7 % | 617.374 $ | +614.212 $ | +19.424,8 % | |||
| Empirical Asset Management, LLC | 707.555 $ | +262.301 $ | +58,9 % | 445.254 $ | +1.049 $ | +0,2 % | 444.205 $ | -4.654 $ | -1,0 % | 448.859 $ | -15.898 $ | -3,4 % |
| Parisi Gray Wealth Management | 628.386 $ | +16.114 $ | +2,6 % | 612.272 $ | -72.897 $ | -10,6 % | 685.169 $ | -18.495 $ | -2,6 % | 703.664 $ | -99.349 $ | -12,4 % |
| COMERICA BANK | 698.655 $ | +158.114 $ | +29,3 % | 540.541 $ | +27.300 $ | +5,3 % | ||||||
| XY Planning Network, Inc. | 692.795 $ | |||||||||||
| WealthTrak Capital Management LLC | 679.418 $ | |||||||||||
| UPTICK PARTNERS, LLC | 667.411 $ | +221.064 $ | +49,5 % | 446.347 $ | ||||||||
| CFO4Life Group, LLC | 664.210 $ | |||||||||||
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 652.514 $ | |||||||||||
| WEALTHGARDEN F.S. LLC | 639.739 $ | |||||||||||
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 639.437 $ | +401.051 $ | +168,2 % | 238.386 $ | ||||||||
| PRIVATE TRUST CO NA | 637.409 $ | +495.099 $ | +347,9 % | 142.310 $ | -172.270 $ | -54,8 % | 314.580 $ | -29.947 $ | -8,7 % | 344.527 $ | +290.791 $ | +541,1 % |
| Evergreen Wealth Partners LLC | 504.509 $ | -131.032 $ | -20,6 % | 635.541 $ | +12.711 $ | +2,0 % | 622.830 $ | |||||
| GeoWealth Management, LLC | 627.665 $ | +558.907 $ | +812,9 % | 68.758 $ | -9.730 $ | -12,4 % | ||||||
| PARSONS CAPITAL MANAGEMENT INC/RI | 624.535 $ | |||||||||||
| Garden State Investment Advisory Services LLC | 462.429 $ | -90.376 $ | -16,3 % | 552.805 $ | -27.148 $ | -4,7 % | 579.953 $ | -43.654 $ | -7,0 % | 623.607 $ | -198.810 $ | -24,2 % |
| DAVENPORT & Co LLC | 606.820 $ | +372.359 $ | +158,8 % | 234.461 $ | +4.735 $ | +2,1 % | 229.726 $ | +9.500 $ | +4,3 % | 220.226 $ | ||
| BOYUM WEALTH ARCHITECTS LLC | 605.681 $ | |||||||||||
| Avantra Family Wealth, Inc. | 602.345 $ | |||||||||||
| Wealthcare Advisory Partners LLC | 311.122 $ | -281.522 $ | -47,5 % | 592.644 $ | -7.028 $ | -1,2 % | 599.672 $ | +143.513 $ | +31,5 % | |||
| Chicago Partners Investment Group LLC | 599.636 $ | |||||||||||
| Wealthspire Retirement, LLC | 597.017 $ | |||||||||||
| Integrated Wealth Management | 594.478 $ | |||||||||||
| Sprinkle Financial Consultants LLC | 582.466 $ | +22.939 $ | +4,1 % | 559.527 $ | -4.061 $ | -0,7 % | 563.588 $ | +6.535 $ | +1,2 % | 557.053 $ | +252.670 $ | +83,0 % |
| PUREfi Wealth, LLC | 364.856 $ | -213.643 $ | -36,9 % | 578.499 $ | ||||||||
| BOS Asset Management, LLC | 573.960 $ | |||||||||||
| IFG Advisory, LLC | 562.676 $ | +242.540 $ | +75,8 % | 320.136 $ | -186.218 $ | -36,8 % | ||||||
| Aspire Private Capital, LLC | 477.956 $ | +90.670 $ | +23,4 % | 387.286 $ | -173.578 $ | -30,9 % | 560.864 $ | +354.896 $ | +172,3 % | |||
| Compound Planning, Inc. | 555.671 $ | +217.328 $ | +64,2 % | 338.343 $ | +63.313 $ | +23,0 % | 275.030 $ | +28.947 $ | +11,8 % | 246.083 $ | +38.190 $ | +18,4 % |
| BCGM Wealth Management, LLC | 356.709 $ | -183.299 $ | -33,9 % | 540.008 $ | -14.423 $ | -2,6 % | ||||||
| EP Wealth Advisors, LLC | 538.786 $ | +327.373 $ | +154,8 % | |||||||||
| BTG Pactual Asset Management US LLC | 524.643 $ | +222.897 $ | +73,9 % | 301.746 $ | ||||||||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 523.000 $ | +18.000 $ | +3,6 % | 505.000 $ | -7.000 $ | -1,4 % | 512.000 $ | +4.000 $ | +0,8 % | 508.000 $ | +6.000 $ | +1,2 % |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 520.111 $ | +19.008 $ | +3,8 % | 501.103 $ | ||||||||
| FWG Investments, LLC. | 519.093 $ | |||||||||||
| Leverty Financial Group, LLC | 435.783 $ | -83.073 $ | -16,0 % | 518.856 $ | -221 $ | -0,0 % | ||||||
| Apollon Financial, LLC | 517.899 $ | +89.294 $ | +20,8 % | 428.605 $ | ||||||||
| Atwater Malick LLC | 517.422 $ | |||||||||||
| Rockport Wealth LLC | 515.878 $ | +18.853 $ | +3,8 % | 497.025 $ | ||||||||
| Claro Advisors Inc. | 507.066 $ | +111.326 $ | +28,1 % | 395.740 $ | +90.223 $ | +29,5 % | ||||||
| Hobbs Wealth Management, LLC | 506.923 $ | |||||||||||
| CITIZENS FINANCIAL GROUP INC/RI | 503.017 $ | |||||||||||
| LAUREL OAK WEALTH MANAGEMENT, LLC | 500.639 $ | +18.296 $ | +3,8 % | 482.343 $ | -7.037 $ | -1,4 % | 489.380 $ | |||||
| Merkkuri Wealth Advisors LLC | 498.525 $ | +483.594 $ | +3.238,9 % | 14.931 $ | ||||||||
| Certus Wealth Management, LLC | 498.491 $ | |||||||||||
| TRANSCEND CAPITAL ADVISORS, LLC | 498.122 $ | +123.442 $ | +32,9 % | 374.680 $ | ||||||||
| GatePass Capital, LLC | 481.074 $ | |||||||||||
| Syverson Strege & Co | 480.684 $ | +6.740 $ | +1,4 % | 473.944 $ | -2.577 $ | -0,5 % | 476.521 $ | +2.081 $ | +0,4 % | 474.440 $ | +9.925 $ | +2,1 % |
| SUTTON PLACE INVESTORS LLC | 476.447 $ | |||||||||||
| Aptus Capital Advisors, LLC | 438.953 $ | +61.893 $ | +16,4 % | 377.060 $ | -97.530 $ | -20,6 % | 474.590 $ | +41.552 $ | +9,6 % | 433.038 $ | -3.431.018 $ | -88,8 % |
| LIBERTY WEALTH MANAGEMENT LLC | 316.587 $ | +0 $ | +0,0 % | 316.587 $ | -106.700 $ | -25,2 % | 423.287 $ | -51.117 $ | -10,8 % | 474.404 $ | +50.916 $ | +12,0 % |
| Argent Trust Co | 467.849 $ | |||||||||||
| Quotient Wealth Partners, LLC | 402.449 $ | +44.845 $ | +12,5 % | 357.604 $ | -109.830 $ | -23,5 % | 467.434 $ | |||||
| MSH Capital Advisors LLC | 463.224 $ | |||||||||||
| Vantage Point Financial LLC | 357.107 $ | +29.356 $ | +9,0 % | 327.751 $ | -127.290 $ | -28,0 % | 455.041 $ | |||||
| Buck Wealth Strategies, LLC | 454.827 $ | +213.481 $ | +88,5 % | 241.346 $ | ||||||||
| FLP Wealth Management, LLC | 452.258 $ | +83.936 $ | +22,8 % | 368.322 $ | +1.183 $ | +0,3 % | 367.139 $ | +60.319 $ | +19,7 % | |||
| Quadrature Capital Ltd | 449.815 $ | |||||||||||
| Venturi Wealth Management, LLC | 442.246 $ | +4.890 $ | +1,1 % | 437.356 $ | +202.269 $ | +86,0 % | 235.087 $ | +29.774 $ | +14,5 % | 205.313 $ | ||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 313.323 $ | -75.431 $ | -19,4 % | 388.754 $ | -44.144 $ | -10,2 % | 432.898 $ | +139.314 $ | +47,5 % | 293.584 $ | +86.712 $ | +41,9 % |
| Advyzon Investment Management, LLC | 423.996 $ | |||||||||||
| Lifeworks Advisors, LLC | 422.831 $ | +163.750 $ | +63,2 % | 259.081 $ | -87.131 $ | -25,2 % | 346.212 $ | +8.965 $ | +2,7 % | 337.247 $ | ||
| AdvisorNet Financial, Inc | 415.634 $ | +379.817 $ | +1.060,4 % | 35.817 $ | -14.433 $ | -28,7 % | 50.250 $ | +39.871 $ | +384,2 % | 10.379 $ | +118 $ | +1,1 % |
| Foundry Financial Group, Inc. | 409.705 $ | +44.097 $ | +12,1 % | 365.608 $ | -5.334 $ | -1,4 % | 370.942 $ | -3.886 $ | -1,0 % | 374.828 $ | -10.370 $ | -2,7 % |
| J.W. COLE ADVISORS, INC. | 408.254 $ | |||||||||||
| Founders Financial Alliance, LLC | 405.289 $ | |||||||||||
| NWAM LLC | 402.823 $ | +180.195 $ | +80,9 % | 222.628 $ | ||||||||
| Brookwood Investment Group LLC | 401.314 $ | |||||||||||
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 401.039 $ | +14.656 $ | +3,8 % | 386.383 $ | ||||||||
| Waverly Advisors, LLC | 399.434 $ | +75.129 $ | +23,2 % | 324.305 $ | ||||||||
| Financial Advocates Investment Management | 390.873 $ | +111.542 $ | +39,9 % | |||||||||
| Sovereign Financial Group, Inc. | 388.239 $ | |||||||||||
| MATTERN CAPITAL MANAGEMENT, LLC | 373.887 $ | +2.852 $ | +0,8 % | 371.035 $ | -12.740 $ | -3,3 % | 383.775 $ | -2.943 $ | -0,8 % | 386.718 $ | -815 $ | -0,2 % |
| Gateway Wealth Partners, LLC | 372.338 $ | |||||||||||
| Objective Capital Management, LLC | 371.025 $ | +12.375 $ | +3,5 % | 358.650 $ | ||||||||
| Faithward Advisors, LLC | 368.371 $ | +114.029 $ | +44,8 % | 254.342 $ | -3.711 $ | -1,4 % | 258.053 $ | |||||
| Betterment LLC | 367.000 $ | |||||||||||
| Invst, LLC | 351.597 $ | -12.766 $ | -3,5 % | 364.363 $ | ||||||||
| MassMutual Private Wealth & Trust, FSB | 358.268 $ | -1.936 $ | -0,5 % | 360.204 $ | +135.235 $ | +60,1 % | ||||||
| Asempa Wealth Advisors | 360.026 $ | |||||||||||
| TOTH FINANCIAL ADVISORY CORP | 358.197 $ | +57.841 $ | +19,3 % | 300.356 $ | +149.646 $ | +99,3 % | 150.710 $ | -21.839 $ | -12,7 % | 172.549 $ | +16.504 $ | +10,6 % |
| Shade Tree Advisors LLC | 354.545 $ | |||||||||||
| Blue Capital, Inc. | 350.069 $ | |||||||||||
| GREATMARK INVESTMENT PARTNERS, INC. | 296.163 $ | -6.985 $ | -2,3 % | 303.148 $ | -45.422 $ | -13,0 % | 348.570 $ | +142.574 $ | +69,2 % | 205.996 $ | -47.437 $ | -18,7 % |
| Strathmore Capital Advisors, Inc. | 347.898 $ | |||||||||||
| Parallel Advisors, LLC | 343.758 $ | |||||||||||
| FIRETHORN WEALTH PARTNERS, LLC | 342.877 $ | +122.376 $ | +55,5 % | 220.501 $ | -20.973 $ | -8,7 % | 241.474 $ | +37.514 $ | +18,4 % | |||
| WORLD EQUITY GROUP, INC. | 340.058 $ | |||||||||||
| ArborFi Advisors, LLC | 339.835 $ | +22.805 $ | +7,2 % | 317.030 $ | +92.408 $ | +41,1 % | ||||||
| BLALOCK WILLIAMS, LLC | 339.256 $ | |||||||||||
| HighPoint Advisor Group LLC | 329.108 $ | -2.923 $ | -0,9 % | 332.031 $ | -5.397 $ | -1,6 % | 337.428 $ | |||||
| ZEGA Investments, LLC | 333.755 $ | +22.878 $ | +7,4 % | 310.877 $ | ||||||||
| Beacon Financial Advisory LLC | 329.701 $ | |||||||||||
| DAYMARK WEALTH PARTNERS, LLC | 328.879 $ | |||||||||||
| MANNING & NAPIER ADVISORS LLC | 326.919 $ | +71.861 $ | +28,2 % | 255.058 $ | ||||||||
| AMERIFLEX GROUP, INC. | 326.112 $ | +261.931 $ | +408,1 % | 64.181 $ | ||||||||
| Cadia Private Client LLC | 322.610 $ | |||||||||||
| Savant Capital, LLC | 320.346 $ | +10.092 $ | +3,3 % | 310.254 $ | -93.348 $ | -23,1 % | ||||||
| Parkway Wealth Management Group, LLC | 312.754 $ | |||||||||||
| AMG National Trust Bank | 312.046 $ | |||||||||||
| TSA Wealth Managment LLC | 252.552 $ | -59.067 $ | -19,0 % | 311.619 $ | -65.507 $ | -17,4 % | ||||||
| CATHY PARETO & ASSOCIATES, INC | 304.730 $ | -3.760 $ | -1,2 % | 308.490 $ | -1.526 $ | -0,5 % | 310.016 $ | +30.134 $ | +10,8 % | |||
| Commerce Advisors, LLC | 290.284 $ | -18.020 $ | -5,8 % | 308.304 $ | ||||||||
| Northside Capital Management, LLC | 300.643 $ | -4.386 $ | -1,4 % | 305.029 $ | -3.196 $ | -1,0 % | 308.225 $ | +3.509 $ | +1,2 % | |||
| W ADVISORS, LLC | 305.914 $ | |||||||||||
| MKT Advisors LLC | 303.163 $ | |||||||||||
| KICKSTAND VENTURES, LLC. | 301.187 $ | |||||||||||
| VestGen Investment Management | 300.835 $ | |||||||||||
| Fiscal Wisdom Wealth Management, LLC | 300.784 $ | |||||||||||
| VIAWEALTH, LLC | 296.678 $ | +6.561 $ | +2,3 % | 290.117 $ | ||||||||
| Cape Investment Advisory, Inc. | 292.285 $ | +263.320 $ | +909,1 % | 28.965 $ | +6.436 $ | +28,6 % | 22.529 $ | +10.420 $ | +86,1 % | |||
| Trajan Wealth LLC | 291.728 $ | |||||||||||
| RETIREMENT PLANNING GROUP, LLC / NY | 239.797 $ | +9.384 $ | +4,1 % | 230.413 $ | -43.479 $ | -15,9 % | 273.892 $ | -13.499 $ | -4,7 % | 287.391 $ | +3.974 $ | +1,4 % |
| ZENITH SOLUTIONS, INC. | 287.101 $ | |||||||||||
| Modern Wealth Management, LLC | 285.021 $ | +83.394 $ | +41,4 % | |||||||||
| Legacy Wealth Partners, LLC | 283.887 $ | |||||||||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 278.378 $ | +39.903 $ | +16,7 % | 238.475 $ | +31.173 $ | +15,0 % | 207.302 $ | |||||
| Lloyd Advisory Services, LLC. | 273.628 $ | +256.164 $ | +1.466,8 % | 17.464 $ | ||||||||
| Global Wealth Strategies & Associates | 271.609 $ | +9.782 $ | +3,7 % | 261.827 $ | +6.062 $ | +2,4 % | 255.765 $ | |||||
| Belpointe Asset Management LLC | 252.928 $ | +3.547 $ | +1,4 % | 249.381 $ | -1.356 $ | -0,5 % | 250.737 $ | -20.447 $ | -7,5 % | 271.184 $ | -266.047 $ | -49,5 % |
| Magnus Financial Group LLC | 269.819 $ | |||||||||||
| YANKCOM Partnership | 267.996 $ | +83.703 $ | +45,4 % | 184.293 $ | +42.864 $ | +30,3 % | 141.429 $ | +5.232 $ | +3,8 % | 136.197 $ | +7.347 $ | +5,7 % |
| PlanVest Financial, Inc | 266.566 $ | +182.283 $ | +216,3 % | 84.283 $ | ||||||||
| Key Capital Management, INC | 266.286 $ | +245.153 $ | +1.160,0 % | 21.133 $ | ||||||||
| LifePlan Investment Advisors, Inc. | 266.235 $ | +17.285 $ | +6,9 % | 248.950 $ | +15.888 $ | +6,8 % | 233.062 $ | |||||
| Marion Wealth Management | 263.243 $ | +47.093 $ | +21,8 % | 216.150 $ | -4.145 $ | -1,9 % | 220.295 $ | |||||
| GTS SECURITIES LLC | 262.014 $ | |||||||||||
| Creative Planning | 261.593 $ | -5.055 $ | -1,9 % | |||||||||
| CASTLE WEALTH MANAGEMENT LLC | 261.350 $ | +9.551 $ | +3,8 % | 251.799 $ | -3.674 $ | -1,4 % | 255.473 $ | -2.677 $ | -1,0 % | 258.150 $ | ||
| M&T BANK CORP | 235.725 $ | -22.717 $ | -8,8 % | 258.442 $ | -2.708 $ | -1,0 % | 261.150 $ | -9.427 $ | -3,5 % | |||
| LIBERTY SQUARE WEALTH PARTNERS LLC | 260.882 $ | +3.658 $ | +1,4 % | 257.224 $ | -1.398 $ | -0,5 % | 258.622 $ | |||||
| Financial Partners Group, Inc | 258.769 $ | +40.279 $ | +18,4 % | 218.490 $ | ||||||||
| Charis Legacy Partners, LLC | 252.337 $ | |||||||||||
| Legacy Wealth Managment, LLC/ID | 252.164 $ | +249.669 $ | +10.006,8 % | 2.495 $ | +2.251 $ | +922,5 % | 244 $ | |||||
| Financial Futures Ltd Liability Co. | 250.295 $ | +48.443 $ | +24,0 % | 201.852 $ | ||||||||
| WESBANCO BANK INC | 249.249 $ | +16.544 $ | +7,1 % | 232.705 $ | ||||||||
| Next Level Private LLC | 247.433 $ | |||||||||||
| QTR Family Wealth, LLC | 247.249 $ | +5.774 $ | +2,4 % | 241.475 $ | -661 $ | -0,3 % | 242.136 $ | +1.904 $ | +0,8 % | 240.232 $ | +4.244 $ | +1,8 % |
| Legacy Edge Advisors, LLC | 246.823 $ | |||||||||||
| EWA, LLC | 214.728 $ | -24.742 $ | -10,3 % | 239.470 $ | ||||||||
| Security Financial Services, INC. | 234.342 $ | +19.319 $ | +9,0 % | 215.023 $ | ||||||||
| XTX Topco Ltd | 233.761 $ | |||||||||||
| Western Wealth Management, LLC | 232.830 $ | |||||||||||
| GWN SECURITIES INC. | 229.444 $ | +13.111 $ | +6,1 % | 216.333 $ | ||||||||
| Quartz Partners, LLC | 227.110 $ | |||||||||||
| Lantern Wealth Advisors, LLC | 224.394 $ | |||||||||||
| Clearstead Advisors, LLC | 222.182 $ | +16.858 $ | +8,2 % | 205.324 $ | -5.335 $ | -2,5 % | 210.659 $ | +2.904 $ | +1,4 % | 207.755 $ | ||
| MARINO, STRAM & ASSOCIATES LLC | 218.250 $ | |||||||||||
| Hutchens & Kramer Investment Management Group, LLC | 215.996 $ | |||||||||||
| Focus Partners Advisor Solutions, LLC | 215.720 $ | |||||||||||
| FIDELIS CAPITAL PARTNERS, LLC | 214.976 $ | +3.014 $ | +1,4 % | 211.962 $ | -1.153 $ | -0,5 % | 213.115 $ | +931 $ | +0,4 % | 212.184 $ | +4.610 $ | +2,2 % |
| Per Stirling Capital Management, LLC. | 209.081 $ | -2.190 $ | -1,0 % | 211.271 $ | ||||||||
| PALO ALTO WEALTH ADVISORS, LLC | 210.717 $ | +2.817 $ | +1,4 % | |||||||||
| STRATEGY ASSET MANAGERS LLC | 209.709 $ | |||||||||||
| RCS Financial Planning, LLC | 203.351 $ | |||||||||||
| Cornerstone Wealth Management, LLC | 202.609 $ | +1.755 $ | +0,9 % | 200.854 $ | ||||||||
| Fulcrum Equity Management | 202.166 $ | |||||||||||
| AXXCESS WEALTH MANAGEMENT, LLC | 200.427 $ | |||||||||||
| Continuum Advisory, LLC | 199.091 $ | |||||||||||
| GPS Wealth Strategies Group, LLC | 185.972 $ | -13.841 $ | -6,9 % | |||||||||
| Chung Wu Investment Group, LLC | 174.300 $ | |||||||||||
| EverSource Wealth Advisors, LLC | 170.534 $ | +162.307 $ | +1.972,9 % | 8.227 $ | +1.980 $ | +31,7 % | 6.247 $ | +5.080 $ | +435,3 % | |||
| Compass Financial Services Inc | 158.794 $ | -1.664 $ | -1,0 % | 160.458 $ | -199.187 $ | -55,4 % | ||||||
| Raleigh Capital Management Inc. | 147.853 $ | +112.261 $ | +315,4 % | 35.592 $ | +32.633 $ | +1.102,8 % | 2.959 $ | +348 $ | +13,3 % | |||
| BESSEMER GROUP INC | 36.000 $ | -108.000 $ | -75,0 % | 144.000 $ | ||||||||
| Kingdom Financial Group LLC. | 140.913 $ | +36.922 $ | +35,5 % | 103.991 $ | ||||||||
| Rialto Wealth Management, LLC | 129.437 $ | |||||||||||
| FIRST HORIZON CORP | 124.699 $ | +54.408 $ | +77,4 % | 70.291 $ | -1.025 $ | -1,4 % | 71.316 $ | +11.845 $ | +19,9 % | 59.471 $ | ||
| TSFG, LLC | 114.000 $ | -6.000 $ | -5,0 % | 120.000 $ | +7.000 $ | +6,2 % | 113.000 $ | +2.000 $ | +1,8 % | 111.000 $ | +10.000 $ | +9,9 % |
| Crews Bank & Trust | 104.275 $ | +1.462 $ | +1,4 % | 102.813 $ | -559 $ | -0,5 % | 103.372 $ | +451 $ | +0,4 % | 102.921 $ | +2.154 $ | +2,1 % |
| Capital Advisors, Ltd. LLC | 103.000 $ | +0 $ | +0,0 % | 103.000 $ | +0 $ | +0,0 % | 103.000 $ | +2.000 $ | +2,0 % | |||
| Markowski Investments | 99.550 $ | |||||||||||
| Harborfront Financial Group LLC | 99.221 $ | |||||||||||
| Silver Grove Financial Group, Inc. | 98.994 $ | +9.847 $ | +11,0 % | 89.147 $ | -1.300 $ | -1,4 % | 90.447 $ | |||||
| Capital Advisor Network LLC | 96.859 $ | |||||||||||
| MAI Capital Management | 91.828 $ | +11.486 $ | +14,3 % | 80.342 $ | +351 $ | +0,4 % | 79.991 $ | -186.036 $ | -69,9 % | |||
| Rossby Financial, LCC | 86.022 $ | +28.490 $ | +49,5 % | 57.532 $ | +49.177 $ | +588,6 % | 8.355 $ | +94 $ | +1,1 % | 8.261 $ | +162 $ | +2,0 % |
| Colonial Trust Co / SC | 84.862 $ | |||||||||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 84.460 $ | +3.086 $ | +3,8 % | 81.374 $ | -1.187 $ | -1,4 % | 82.561 $ | -865 $ | -1,0 % | 83.426 $ | +950 $ | +1,2 % |
| SouthState Bank Corp | 76.847 $ | -3.759 $ | -4,7 % | 80.606 $ | +3.275 $ | +4,2 % | 77.331 $ | +2.937 $ | +3,9 % | 74.394 $ | -9.949 $ | -11,8 % |
| FLAGSHIP HARBOR ADVISORS, LLC | 78.674 $ | |||||||||||
| Imprint Wealth LLC | 74.630 $ | |||||||||||
| EASTERN BANK | 72.658 $ | +2.655 $ | +3,8 % | 70.003 $ | -1.021 $ | -1,4 % | 71.024 $ | -744 $ | -1,0 % | 71.768 $ | +817 $ | +1,2 % |
| Anchor Investment Management, LLC | 65.169 $ | -775 $ | -1,2 % | 65.944 $ | +446 $ | +0,7 % | 65.498 $ | +1.358 $ | +2,1 % | |||
| Operose Advisors LLC | 65.174 $ | |||||||||||
| LGT Financial Advisors LLC | 60.556 $ | -3.636 $ | -5,7 % | |||||||||
| NATIONAL BANK OF CANADA /FI/ | 58.740 $ | +10.577 $ | +22,0 % | 48.163 $ | ||||||||
| LOGAN CAPITAL MANAGEMENT INC | 48.331 $ | +2.799 $ | +6,1 % | |||||||||
| Park Place Capital Corp | 43.013 $ | +6.328 $ | +17,2 % | 36.685 $ | -3.598 $ | -8,9 % | 40.283 $ | +27.231 $ | +208,6 % | |||
| Signature Equity Partners, LLC | 40.945 $ | +36.762 $ | +878,8 % | 4.183 $ | +2.771 $ | +196,2 % | 1.412 $ | |||||
| Ascentis Independent Advisors | 6.894 $ | -33.088 $ | -82,8 % | 39.982 $ | ||||||||
| LifeSteps Financial, Inc. | 39.880 $ | |||||||||||
| BOKF, NA | 35.649 $ | -520 $ | -1,4 % | 36.169 $ | -379 $ | -1,0 % | 36.548 $ | |||||
| Pinnacle Bancorp, Inc. | 33.999 $ | +19.629 $ | +136,6 % | 14.370 $ | -78 $ | -0,5 % | 14.448 $ | +3.797 $ | +35,6 % | 10.651 $ | -5.730 $ | -35,0 % |
| HUNTINGTON NATIONAL BANK | 33.095 $ | |||||||||||
| Quest 10 Wealth Builders, Inc. | 30.878 $ | +22.748 $ | +279,8 % | 8.130 $ | -85 $ | -1,0 % | 8.215 $ | |||||
| Elevated Capital Advisors, LLC | 26.905 $ | +21.922 $ | +439,9 % | 4.983 $ | ||||||||
| Team Financial Group, LLC | 25.377 $ | -158 $ | -0,6 % | 25.535 $ | +185 $ | +0,7 % | 25.350 $ | +597 $ | +2,4 % | |||
| Intentional Wealth Strategies, LLC | 23.575 $ | |||||||||||
| Bulwark Capital Corp | 20.193 $ | |||||||||||
| Montgomery Financial Services LLC | 16.847 $ | |||||||||||
| MCGUIRE CAPITAL ADVISORS INC | 16.795 $ | |||||||||||
| Measured Wealth Private Client Group, LLC | 16.653 $ | +15 $ | +0,1 % | 16.638 $ | ||||||||
| Sound Income Strategies, LLC | 14.881 $ | +855 $ | +6,1 % | 14.026 $ | +1.909 $ | +15,8 % | 12.117 $ | |||||
| Robinswood Financial LLC | 14.093 $ | +515 $ | +3,8 % | 13.578 $ | -198 $ | -1,4 % | 13.776 $ | -144 $ | -1,0 % | 13.920 $ | +158 $ | +1,1 % |
| WHITTIER TRUST CO | 12.608 $ | |||||||||||
| HAZLETT, BURT & WATSON, INC. | 12.000 $ | |||||||||||
| Advocate Investing Services LLC | 10.757 $ | |||||||||||
| Kilter Group LLC | 9.857 $ | |||||||||||
| Dunhill Financial, LLC | 6.274 $ | -3.366 $ | -34,9 % | 9.640 $ | +42 $ | +0,4 % | 9.598 $ | |||||
| HARBOR INVESTMENT ADVISORY, LLC | 8.248 $ | |||||||||||
| Networth Advisors, LLC | 7.544 $ | |||||||||||
| United Financial Planning Group LLC | 7.133 $ | |||||||||||
| MCF Advisors LLC | 7.081 $ | |||||||||||
| Family Legacy Financial Solutions, LLC | 7.034 $ | |||||||||||
| CIBC Private Wealth Group LLC | 5.939 $ | -62 $ | -1,0 % | 6.001 $ | ||||||||
| Allworth Financial LP | 5.864 $ | +1.969 $ | +50,6 % | 3.895 $ | -41 $ | -1,0 % | 3.936 $ | +1.553 $ | +65,2 % | |||
| Asset Dedication, LLC | 5.328 $ | +242 $ | +4,8 % | 5.086 $ | ||||||||
| NorthAvenue LLC | 5.328 $ | +242 $ | +4,8 % | 5.086 $ | -32 $ | -0,6 % | 5.118 $ | |||||
| LANARK FINANCIAL, INC. | 4.888 $ | +4.023 $ | +465,1 % | 865 $ | ||||||||
| VANGUARD ADVISERS INC | 3.989 $ | |||||||||||
| Hilton Head Capital Partners, LLC | 3.635 $ | +132 $ | +3,8 % | 3.503 $ | -51 $ | -1,4 % | 3.554 $ | |||||
| Signature Resources Capital Management, LLC | 3.456 $ | |||||||||||
| CARY STREET PARTNERS FINANCIAL LLC | 3.269 $ | |||||||||||
| Dynamic Wealth Strategies, LLC | 2.804 $ | |||||||||||
| Archer Investment Corp | 2.514 $ | |||||||||||
| Meramec Financial Planners, LLC | 2.331 $ | |||||||||||
| GILPIN WEALTH MANAGEMENT, LLC | 1.811 $ | |||||||||||
| CENTRAL TRUST Co | 1.673 $ | +19 $ | +1,1 % | |||||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.558 $ | +1.509 $ | +3.079,6 % | 49 $ | -583 $ | -92,2 % | ||||||
| Russell Investments Group, Ltd. | 556 $ | -260 $ | -31,9 % | 816 $ | ||||||||
| Tidemark, LLC | 603 $ | |||||||||||
| DHJJ Financial Advisors, Ltd. | 37 $ | +2 $ | +5,7 % | 35 $ | +0 $ | +0,0 % | 35 $ | +0 $ | +0,0 % | 35 $ | +2 $ | +6,1 % |
| 7.110.437.018 $ | +3.595.341.372 $ | +4.122,8 % | 3.282.083.225 $ | +257.752.716 $ | +768,0 % | 2.956.341.148 $ | +223.504.728 $ | +61,4 % | 2.291.707.428 $ | +533.934.924 $ | +207,1 % | |
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Fundamentaldaten, Kursdaten). Sie richten sich an ein breites Publikum und
berücksichtigen keine persönlichen Verhältnisse, Anlageziele oder Risikobereitschaften.
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Methodik und Datenquellen.
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Methodik und Datenquellen.
Keine Anlageberatung, keine individuelle Empfehlung.
Der Glück Conviction Score ist das Ergebnis eines regelbasierten Scoring-Modells aus öffentlich
verfügbaren Daten. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.