Projekt anfragen
Info

Institutionelle Investoren in Wealth Advisory Solutions, LLC

Alle meldenden Fondsgesellschaften (SEC-Formular 13F) und deren Investment in dieses Wertpapier über die letzten 4 Quartale.
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
2.621.866.145 $+468.769.610 $
+109,5 %
2.170.441.161 $+428.842.778 $
+136,4 %
1.684.380.448 $+359.872.833 $
+152,8 %
1.202.172.636 $+412.963.030 $
+212,7 %
LPL Financial LLC404.133.601 $+95.795.266 $
+31,1 %
308.338.335 $+55.519.139 $
+22,0 %
252.819.196 $+43.792.971 $
+21,0 %
209.026.225 $+102.309.048 $
+95,9 %
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO212.354.280 $+40.451.196 $
+23,5 %
171.903.084 $+62.249.555 $
+56,8 %
109.653.529 $+24.631.975 $
+29,0 %
85.021.554 $+49.996.174 $
+142,7 %
Cetera Investment Advisers136.732.831 $+21.654.991 $
+18,8 %
115.077.840 $+27.544.031 $
+31,5 %
87.533.809 $+27.935.334 $
+46,9 %
59.598.475 $+42.686.206 $
+252,4 %
SHP Wealth Management123.271.272 $+13.374.592 $
+12,2 %
109.896.680 $+61.970.838 $
+129,3 %
47.925.842 $
RAYMOND JAMES FINANCIAL INC94.206.009 $+12.538.900 $
+15,4 %
81.667.109 $+28.457.033 $
+53,5 %
53.210.076 $+27.140.233 $
+104,1 %
26.069.843 $+14.588.051 $
+127,1 %
GREAT VALLEY ADVISOR GROUP, INC.93.643.467 $+17.332.340 $
+22,7 %
76.311.127 $+3.374.994 $
+4,6 %
72.936.133 $+42.861.482 $
+142,5 %
30.074.651 $+2.287.721 $
+8,2 %
CHARLES SCHWAB INVESTMENT MANAGEMENT INC84.058.609 $+27.333.210 $
+48,2 %
56.725.399 $+19.938.115 $
+54,2 %
36.787.284 $+17.421.125 $
+90,0 %
19.366.159 $
Equitable Holdings, Inc.55.815.464 $+15.522.102 $
+38,5 %
40.293.362 $+4.313.010 $
+12,0 %
35.980.352 $+5.593.052 $
+18,4 %
30.387.300 $+5.993.729 $
+24,6 %
OSAIC HOLDINGS, INC.51.947.662 $+17.029.190 $
+48,8 %
34.918.472 $+5.589.177 $
+19,1 %
29.329.295 $+6.745.247 $
+29,9 %
22.584.048 $+16.134.062 $
+250,1 %
COMMONWEALTH EQUITY SERVICES, LLC48.513.548 $+9.029.520 $
+22,9 %
39.484.028 $+13.393.548 $
+51,3 %
26.090.480 $+11.682.480 $
+81,1 %
14.408.000 $+6.482.000 $
+81,8 %
HighTower Advisors, LLC42.992.713 $+11.989.900 $
+38,7 %
31.002.813 $+14.616.733 $
+89,2 %
16.386.080 $+7.903.702 $
+93,2 %
8.482.378 $
MML INVESTORS SERVICES, LLC42.455.730 $+14.309.142 $
+50,8 %
28.146.588 $-898.123 $
-3,1 %
29.044.711 $+7.059.355 $
+32,1 %
21.985.356 $+2.996.356 $
+15,8 %
ENVESTNET ASSET MANAGEMENT INC37.866.899 $+7.161.139 $
+23,3 %
30.705.760 $+1.330.389 $
+4,5 %
29.375.371 $+6.298.547 $
+27,3 %
23.076.824 $+5.692.291 $
+32,7 %
ADAMSBROWN WEALTH CONSULTANTS LLC37.660.409 $+5.052.047 $
+15,5 %
32.608.362 $+2.112.717 $
+6,9 %
30.495.645 $+4.190.400 $
+15,9 %
26.305.245 $+23.456.201 $
+823,3 %
Cambridge Investment Research Advisors, Inc.37.607.000 $+5.971.000 $
+18,9 %
31.636.000 $+6.351.000 $
+25,1 %
25.285.000 $+3.364.000 $
+15,3 %
21.921.000 $+5.452.000 $
+33,1 %
BANK OF AMERICA CORP /DE/36.906.354 $+7.533.772 $
+25,6 %
29.372.582 $+24.377.617 $
+488,0 %
4.994.965 $+1.777.247 $
+55,2 %
Drake & Associates, LLC36.067.240 $+5.984.507 $
+19,9 %
30.082.733 $+3.801.588 $
+14,5 %
26.281.145 $+3.779.679 $
+16,8 %
22.501.466 $+5.251.326 $
+30,4 %
RFG Advisory, LLC8.609.958 $-22.672.130 $
-72,5 %
31.282.088 $+284.067 $
+0,9 %
30.998.021 $+4.275.320 $
+16,0 %
26.722.701 $+26.028.040 $
+3.746,9 %
PLANNING ALTERNATIVES LTD /ADV30.369.136 $+3.882.639 $
+14,7 %
26.486.497 $
CWM, LLC29.554.083 $+3.256.083 $
+12,4 %
26.298.000 $+3.791.000 $
+16,8 %
22.507.000 $+5.215.000 $
+30,2 %
CITADEL ADVISORS LLC5.510.506 $-2.995.397 $
-35,2 %
8.505.903 $+6.535.724 $
+331,7 %
1.970.179 $-27.428.402 $
-93,3 %
29.398.581 $+27.751.676 $
+1.685,1 %
Gratus Wealth Advisors, LLC28.361.606 $+3.309.839 $
+13,2 %
25.051.767 $
MANCHESTER FINANCIAL INC27.948.998 $+2.941.299 $
+11,8 %
25.007.699 $-169.679 $
-0,7 %
25.177.378 $
WELLS FARGO & COMPANY/MN27.694.015 $+8.056.985 $
+41,0 %
19.637.030 $+19.357.011 $
+6.912,7 %
280.019 $+139.879 $
+99,8 %
140.140 $+69.176 $
+97,5 %
Retirement Management Systems Inc.26.255.634 $+4.023.195 $
+18,1 %
22.232.439 $+1.942.670 $
+9,6 %
20.289.769 $
Whitaker-Myers Wealth Managers, LTD.26.069.520 $+4.258.393 $
+19,5 %
21.811.127 $+855.317 $
+4,1 %
20.955.810 $+520.679 $
+2,5 %
20.435.131 $
Rooted Wealth Advisors, Inc.25.821.338 $+3.196.253 $
+14,1 %
22.625.085 $+3.004.109 $
+15,3 %
19.620.976 $+2.410.831 $
+14,0 %
17.210.145 $
JANE STREET GROUP, LLC12.058.000 $+7.504.251 $
+164,8 %
4.553.749 $-20.452.751 $
-81,8 %
25.006.500 $+19.886.304 $
+388,4 %
5.120.196 $-23.051.556 $
-81,8 %
McIlrath & Eck, LLC24.552.633 $+3.587.042 $
+17,1 %
20.965.591 $+2.703.707 $
+14,8 %
Insight Wealth Strategies, LLC23.097.648 $+2.888.580 $
+14,3 %
20.209.068 $+2.452.418 $
+13,8 %
17.756.650 $+1.169.969 $
+7,1 %
16.586.681 $
MERCER GLOBAL ADVISORS INC /ADV22.271.673 $+5.655.843 $
+34,0 %
16.615.830 $+14.546.848 $
+703,1 %
2.068.982 $+1.374.912 $
+198,1 %
694.070 $
Kestra Advisory Services, LLC20.796.315 $+3.816.338 $
+22,5 %
16.979.977 $+5.056.847 $
+42,4 %
11.923.130 $+9.406.854 $
+373,8 %
2.516.276 $+2.243.533 $
+822,6 %
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC20.506.353 $+2.629.179 $
+14,7 %
17.877.174 $+1.059.743 $
+6,3 %
16.817.431 $+2.386.774 $
+16,5 %
14.430.657 $+1.233.274 $
+9,3 %
D'Orazio & Associates, Inc.19.408.880 $+3.851.794 $
+24,8 %
15.557.086 $+769.524 $
+5,2 %
14.787.562 $+3.043.188 $
+25,9 %
11.744.374 $+9.252.189 $
+371,2 %
Three Cord True Wealth Management, LLC18.930.555 $+3.026.352 $
+19,0 %
15.904.203 $+771.111 $
+5,1 %
15.133.092 $+1.610.912 $
+11,9 %
13.522.180 $+1.043.910 $
+8,4 %
Private Advisor Group, LLC17.202.362 $+132.569 $
+0,8 %
17.069.793 $+1.642.296 $
+10,6 %
15.427.497 $+10.545.167 $
+216,0 %
4.882.330 $+506.065 $
+11,6 %
NOMURA ASSET MANAGEMENT CO LTD16.869.142 $
Ameritas Advisory Services, LLC15.658.727 $+6.784.013 $
+76,4 %
8.874.714 $+8.283.358 $
+1.400,7 %
591.356 $-923.200 $
-61,0 %
Kovack Advisors, Inc.14.228.865 $+1.119.049 $
+8,5 %
13.109.816 $-2.258.679 $
-14,7 %
15.368.495 $+57.542 $
+0,4 %
15.310.953 $
Bucket List Wealth Management, LLC15.266.881 $+3.483.562 $
+29,6 %
11.783.319 $+1.228.985 $
+11,6 %
10.554.334 $
Janney Montgomery Scott LLC15.041.000 $+3.453.000 $
+29,8 %
11.588.000 $+4.585.000 $
+65,5 %
7.003.000 $+1.633.000 $
+30,4 %
5.370.000 $+3.168.000 $
+143,9 %
Clark Wealth Partners14.419.402 $+1.481.618 $
+11,5 %
12.937.784 $-2.074.513 $
-13,8 %
15.012.297 $+0 $
+0,0 %
15.012.297 $-387.634 $
-2,5 %
TITLEIST ASSET MANAGEMENT, LLC14.326.262 $+1.816.527 $
+14,5 %
12.509.735 $+1.275.183 $
+11,4 %
11.234.552 $+808.116 $
+7,8 %
10.426.436 $+3.984.988 $
+61,9 %
Modern Wealth Management, LLC13.983.002 $+1.485.696 $
+11,9 %
12.497.306 $+1.252.301 $
+11,1 %
11.245.005 $+1.062.364 $
+10,4 %
StoneCrest Wealth Management, Inc.13.530.161 $+1.163.302 $
+9,4 %
12.366.859 $+20.428 $
+0,2 %
12.346.431 $+1.227.029 $
+11,0 %
11.119.402 $+2.896.612 $
+35,2 %
Kingsview Wealth Management, LLC13.508.418 $+3.153.504 $
+30,5 %
10.354.914 $-66.544 $
-0,6 %
10.421.458 $+3.469.119 $
+49,9 %
6.952.339 $+6.393.304 $
+1.143,6 %
Systelligence, LLC9.445.815 $+389.812 $
+4,3 %
9.056.003 $-2.172.082 $
-19,3 %
11.228.085 $-2.200.416 $
-16,4 %
13.428.501 $+5.139.304 $
+62,0 %
Amplius Wealth Advisors, LLC13.404.081 $+2.886.127 $
+27,4 %
10.517.954 $+1.135.875 $
+12,1 %
9.382.079 $+718.335 $
+8,3 %
8.663.744 $+1.216.171 $
+16,3 %
Meridian Wealth Management, LLC13.285.510 $+4.376.307 $
+49,1 %
8.909.203 $+1.320.068 $
+17,4 %
7.589.135 $+322.400 $
+4,4 %
7.266.735 $
Per Stirling Capital Management, LLC.11.981.986 $+1.022.308 $
+9,3 %
10.959.678 $-1.609.535 $
-12,8 %
12.569.213 $-573.406 $
-4,4 %
13.142.619 $+12.627.432 $
+2.451,0 %
THRIVENT FINANCIAL FOR LUTHERANS11.572.000 $-1.538.000 $
-11,7 %
13.110.000 $+11.484.000 $
+706,3 %
Brookstone Capital Management7.209.126 $-5.558.120 $
-43,5 %
12.767.246 $+7.441.306 $
+139,7 %
5.325.940 $+75.305 $
+1,4 %
5.250.635 $+655.022 $
+14,3 %
Cyr Financial Inc.12.053.117 $+1.649.201 $
+15,9 %
10.403.916 $+599.534 $
+6,1 %
9.804.382 $+1.017.779 $
+11,6 %
8.786.603 $+658.294 $
+8,1 %
Sonoma Allocations LLC11.436.479 $+3.959.721 $
+53,0 %
7.476.758 $
CENTAURUS FINANCIAL, INC.11.317.000 $+1.089.000 $
+10,6 %
10.228.000 $+3.217.000 $
+45,9 %
7.011.000 $+447.000 $
+6,8 %
6.564.000 $+680.000 $
+11,6 %
Segment Wealth Management, LLC11.118.501 $+10.583.263 $
+1.977,3 %
535.238 $+191.260 $
+55,6 %
343.978 $+30.836 $
+9,8 %
313.142 $
AAF Wealth Management, LLC11.041.181 $
CPA Asset Management Group, LLC10.667.170 $+7.907.840 $
+286,6 %
2.759.330 $+2.196.517 $
+390,3 %
562.813 $
SILVER OAK SECURITIES, INCORPORATED10.539.643 $+1.138.430 $
+12,1 %
9.401.213 $-165.548 $
-1,7 %
9.566.761 $+1.017.983 $
+11,9 %
8.548.778 $+1.069.477 $
+14,3 %
Tidemark, LLC10.527.226 $+1.347.866 $
+14,7 %
9.179.360 $+7.393.412 $
+414,0 %
1.785.948 $-115.993 $
-6,1 %
1.901.941 $-5.131.617 $
-73,0 %
Able Wealth Management LLC4.083.108 $-1.486.870 $
-26,7 %
5.569.978 $-4.913.525 $
-46,9 %
10.483.503 $+1.617.888 $
+18,2 %
8.865.615 $+3.938.803 $
+79,9 %
Integrated Wealth Concepts LLC10.460.294 $+7.837.364 $
+298,8 %
2.622.930 $-145.627 $
-5,3 %
2.768.557 $-112.432 $
-3,9 %
2.880.989 $+1.749.252 $
+154,6 %
Avid Wealth Partners LLC2.519.519 $-7.293.449 $
-74,3 %
9.812.968 $+1.118.726 $
+12,9 %
8.694.242 $
Mirae Asset Global Investments Co., Ltd.9.772.190 $+292.790 $
+3,1 %
Dogwood Wealth Management LLC9.662.826 $+1.652.929 $
+20,6 %
8.009.897 $+576.651 $
+7,8 %
7.433.246 $+1.346.516 $
+22,1 %
6.086.730 $+1.009.286 $
+19,9 %
Trademark Financial Management, LLC9.428.693 $+1.946.762 $
+26,0 %
7.481.931 $+821.255 $
+12,3 %
6.660.676 $+1.069.094 $
+19,1 %
5.591.582 $+605.879 $
+12,2 %
IFC & Insurance Marketing, Inc.9.146.897 $+1.456.793 $
+18,9 %
7.690.104 $
Hidden Cove Wealth Management, LLC8.963.555 $+2.161.311 $
+31,8 %
6.802.244 $
Alpine Bank Wealth Management7.687.217 $-489.262 $
-6,0 %
8.176.479 $+2.813.751 $
+52,5 %
5.362.728 $+118.572 $
+2,3 %
5.244.156 $+267.113 $
+5,4 %
Simplicity Wealth,LLC8.152.936 $
JPMORGAN CHASE & CO1.882.720 $-6.207.506 $
-76,7 %
8.090.226 $+54.900 $
+0,7 %
8.035.326 $+7.896.606 $
+5.692,5 %
138.720 $+131.034 $
+1.704,8 %
WealthCare Investment Partners, LLC7.916.319 $+476.436 $
+6,4 %
7.439.883 $+681.013 $
+10,1 %
6.758.870 $+1.742.891 $
+34,7 %
5.015.979 $+2.867.484 $
+133,5 %
SMITH, MOORE & CO.7.732.257 $+2.720.068 $
+54,3 %
5.012.189 $-35.726 $
-0,7 %
5.047.915 $+556.205 $
+12,4 %
4.491.710 $+388.565 $
+9,5 %
Legend Financial Advisors, Inc.7.476.449 $+612.319 $
+8,9 %
6.864.130 $+256.055 $
+3,9 %
6.608.075 $+215.980 $
+3,4 %
6.392.095 $+372.169 $
+6,2 %
USAdvisors Wealth Management, LLC7.447.000 $+2.725.000 $
+57,7 %
4.722.000 $+1.360.000 $
+40,5 %
3.362.000 $+228.000 $
+7,3 %
3.134.000 $-41.000 $
-1,3 %
HARBOUR INVESTMENTS, INC.6.095.619 $-748.919 $
-10,9 %
6.844.538 $-446.545 $
-6,1 %
7.291.083 $+1.044.191 $
+16,7 %
6.246.892 $+561.427 $
+9,9 %
Waverly Advisors, LLC6.628.384 $+6.557.489 $
+9.249,6 %
70.895 $
INDEPENDENT FINANCIAL GROUP, LLC6.577.847 $+2.886.070 $
+78,2 %
3.691.777 $+669.158 $
+22,1 %
3.022.619 $+2.678.217 $
+777,6 %
344.402 $
PERSPECTIVE WEALTH ADVISORS LLC6.424.502 $+2.046.954 $
+46,8 %
4.377.548 $+2.423.096 $
+124,0 %
1.954.452 $
ORG Partners LLC6.333.749 $+959.111 $
+17,8 %
5.374.638 $+2.433.335 $
+82,7 %
Horizon Investment Services, LLC6.320.482 $+849.539 $
+15,5 %
5.470.943 $+761.680 $
+16,2 %
4.709.263 $+297.675 $
+6,7 %
4.411.588 $+609.008 $
+16,0 %
San Luis Wealth Advisors LLC6.312.531 $+1.287.036 $
+25,6 %
5.025.495 $+374.547 $
+8,1 %
4.650.948 $
Atria Investments, Inc5.713.181 $-490.729 $
-7,9 %
6.203.910 $+284.217 $
+4,8 %
5.919.693 $+2.113.432 $
+55,5 %
Baird Financial Group, Inc.6.056.372 $+530.748 $
+9,6 %
5.525.624 $
Western Wealth Management, LLC883.023 $+167.371 $
+23,4 %
715.652 $-5.318.495 $
-88,1 %
6.034.147 $+248.785 $
+4,3 %
5.785.362 $+852.358 $
+17,3 %
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.6.002.983 $+689.821 $
+13,0 %
5.313.162 $-194.195 $
-3,5 %
5.507.357 $+2.989.348 $
+118,7 %
2.518.009 $+2.167.784 $
+619,0 %
D. E. Shaw & Co., Inc.673.380 $-5.325.233 $
-88,8 %
5.998.613 $+1.986.060 $
+49,5 %
Redhawk Wealth Advisors, Inc.631.671 $+132.765 $
+26,6 %
498.906 $-5.420.042 $
-91,6 %
5.918.948 $
TruWealth Advisors, LLC5.889.216 $+425.542 $
+7,8 %
5.463.674 $+2.197.078 $
+67,3 %
3.266.596 $+2.874.251 $
+732,6 %
SUSQUEHANNA INTERNATIONAL GROUP, LLP5.269.411 $-602.163 $
-10,3 %
5.871.574 $+4.107.842 $
+232,9 %
Sigma Planning Corp5.694.921 $+625.681 $
+12,3 %
5.069.240 $+199.410 $
+4,1 %
4.869.830 $+676.517 $
+16,1 %
4.193.313 $+1.211.039 $
+40,6 %
WJ Wealth Management, LLC3.706.312 $+324.448 $
+9,6 %
3.381.864 $-2.262.059 $
-40,1 %
5.643.923 $-18.029 $
-0,3 %
5.661.952 $+3.069.823 $
+118,4 %
Westwind Capital5.478.000 $+723.000 $
+15,2 %
4.755.000 $+1.467.000 $
+44,6 %
3.288.000 $
THOROUGHBRED FINANCIAL SERVICES, LLC5.443.000 $+663.000 $
+13,9 %
4.780.000 $+1.126.000 $
+30,8 %
3.654.000 $+1.506.000 $
+70,1 %
2.148.000 $+531.000 $
+32,8 %
Urban Wealth Management, LLC5.092.214 $+608.989 $
+13,6 %
4.483.225 $-48.063 $
-1,1 %
4.531.288 $
Embree Financial Group5.055.880 $+2.224.296 $
+78,6 %
2.831.584 $-596.250 $
-17,4 %
3.427.834 $+1.040.628 $
+43,6 %
2.387.206 $+399.962 $
+20,1 %
Performance Wealth Partners, LLC5.015.461 $+1.430.293 $
+39,9 %
3.585.168 $+1.462.061 $
+68,9 %
2.123.107 $+582.934 $
+37,8 %
1.540.173 $+358.835 $
+30,4 %
FOUNDERS FINANCIAL SECURITIES LLC4.046.484 $-105.785 $
-2,5 %
4.152.269 $-736.502 $
-15,1 %
4.888.771 $+438.213 $
+9,8 %
4.450.558 $+285.207 $
+6,8 %
&PARTNERS4.811.573 $+833.279 $
+20,9 %
3.978.294 $+2.643.842 $
+198,1 %
1.334.452 $+242.321 $
+22,2 %
1.092.131 $+252.720 $
+30,1 %
Capital Developers, LLC4.779.087 $+20.739 $
+0,4 %
4.758.348 $
Greenline Wealth Management LLC4.729.202 $+869.193 $
+22,5 %
3.860.009 $+710.618 $
+22,6 %
3.149.391 $
Paladin Advisory Group, LLC4.692.974 $+506.543 $
+12,1 %
4.186.431 $+1.174.204 $
+39,0 %
3.012.227 $
Cedar Wealth Management, LLC4.628.222 $+1.948.027 $
+72,7 %
2.680.195 $
Perigon Wealth Management, LLC4.454.860 $+913.300 $
+25,8 %
3.541.560 $
STIFEL FINANCIAL CORP4.341.526 $+290.655 $
+7,2 %
4.050.871 $+292.518 $
+7,8 %
3.758.353 $+289.054 $
+8,3 %
3.469.299 $+431.363 $
+14,2 %
LEAVELL INVESTMENT MANAGEMENT, INC.4.244.295 $+848.328 $
+25,0 %
3.395.967 $+791.679 $
+30,4 %
2.604.288 $+1.180.734 $
+82,9 %
1.423.554 $+1.129.693 $
+384,4 %
CPWA, LLC4.143.801 $+53.718 $
+1,3 %
4.090.083 $
Professional Financial Advisors, LLC4.132.996 $+531.387 $
+14,8 %
3.601.609 $-116.358 $
-3,1 %
3.717.967 $+36.485 $
+1,0 %
3.681.482 $+190.217 $
+5,4 %
Riverstone Advisors, LLC4.128.923 $+1.354.949 $
+48,8 %
2.773.974 $+1.347.746 $
+94,5 %
1.426.228 $+301.519 $
+26,8 %
1.124.709 $+640.666 $
+132,4 %
GTS SECURITIES LLC4.069.032 $+2.440.010 $
+149,8 %
1.629.022 $+1.237.379 $
+315,9 %
391.643 $
AssuredPartners Investment Advisors, LLC4.054.421 $
Marshall & Sterling Wealth Advisors Inc.3.810.580 $+168.604 $
+4,6 %
3.641.976 $+3.586.942 $
+6.517,7 %
55.034 $
KRAEMATON INVESTMENT ADVISORS, INC3.776.177 $+433.672 $
+13,0 %
3.342.505 $+261.722 $
+8,5 %
3.080.783 $+1.139.391 $
+58,7 %
1.941.392 $+1.213.729 $
+166,8 %
PCG Wealth Advisors, LLC3.775.160 $+117.253 $
+3,2 %
3.657.907 $+546.024 $
+17,5 %
3.111.883 $+2.080.349 $
+201,7 %
1.031.534 $
TRUIST FINANCIAL CORP3.742.753 $+540.027 $
+16,9 %
3.202.726 $+2.290.100 $
+250,9 %
912.626 $+267.338 $
+41,4 %
645.288 $+239.057 $
+58,8 %
IFG Advisory, LLC3.649.500 $+354.255 $
+10,8 %
3.295.245 $
Sowell Financial Services LLC3.638.440 $
RDA Financial Network3.630.260 $+518.177 $
+16,7 %
3.112.083 $+120.595 $
+4,0 %
2.991.488 $+364.705 $
+13,9 %
2.626.783 $+439.781 $
+20,1 %
WPG Advisers, LLC3.595.675 $+954.964 $
+36,2 %
2.640.711 $+1.319.145 $
+99,8 %
1.321.566 $+1.266.226 $
+2.288,1 %
55.340 $
CreativeOne Wealth, LLC3.553.293 $+768.130 $
+27,6 %
2.785.163 $+717.765 $
+34,7 %
2.067.398 $+836.799 $
+68,0 %
1.230.599 $+358.033 $
+41,0 %
Tempus Wealth Planning, LLC3.399.150 $+1.773.144 $
+109,0 %
1.626.006 $+639.638 $
+64,8 %
986.368 $
ROYAL BANK OF CANADA3.363.000 $+725.000 $
+27,5 %
2.638.000 $+461.000 $
+21,2 %
2.177.000 $+1.911.000 $
+718,4 %
266.000 $-2.722.000 $
-91,1 %
OPTIMA CAPITAL LLC3.314.696 $+506.461 $
+18,0 %
2.808.235 $+43.416 $
+1,6 %
2.764.819 $-419.816 $
-13,2 %
3.184.635 $
WESPAC Advisors, LLC577.216 $+52.178 $
+9,9 %
525.038 $-2.765.151 $
-84,0 %
3.290.189 $+1.059.106 $
+47,5 %
2.231.083 $+1.551.077 $
+228,1 %
Faithward Advisors, LLC3.248.607 $+389.788 $
+13,6 %
2.858.819 $+119.469 $
+4,4 %
2.739.350 $+242.128 $
+9,7 %
2.497.222 $+606.722 $
+32,1 %
Sanctuary Advisors, LLC2.765.708 $+332.918 $
+13,7 %
2.432.790 $-666.178 $
-21,5 %
3.098.968 $+1.060.291 $
+52,0 %
2.038.677 $
Wise Wealth Partners3.090.083 $+194.947 $
+6,7 %
2.895.136 $+363.009 $
+14,3 %
2.532.127 $+251.588 $
+11,0 %
Hennion & Walsh Asset Management, Inc.3.056.691 $
Ascentis Independent Advisors2.950.811 $
OLD MISSION CAPITAL LLC2.877.774 $
Gladstone Institutional Advisory LLC2.861.665 $+368.815 $
+14,8 %
2.492.850 $-161.202 $
-6,1 %
2.654.052 $+104.441 $
+4,1 %
2.549.611 $+51.149 $
+2,0 %
Linscomb Wealth, Inc.2.839.961 $+1.251.630 $
+78,8 %
1.588.331 $
Meriwether Wealth & Planning, LLC2.781.781 $+626.734 $
+29,1 %
2.155.047 $+442.324 $
+25,8 %
1.712.723 $+575.802 $
+50,6 %
1.136.921 $+555.603 $
+95,6 %
MPWM ADVISORY SOLUTIONS, LLC2.684.036 $+520.322 $
+24,0 %
2.163.714 $
Farther Finance Advisors, LLC2.327.115 $+249.769 $
+12,0 %
2.077.346 $-527.594 $
-20,3 %
2.604.940 $-67.003 $
-2,5 %
2.671.943 $+2.545.262 $
+2.009,2 %
Clear Creek Financial Management, LLC2.502.476 $-127.785 $
-4,9 %
2.630.261 $+558.034 $
+26,9 %
2.072.227 $-490.344 $
-19,1 %
2.562.571 $-716.694 $
-21,9 %
Mariner, LLC949.525 $-36.812 $
-3,7 %
986.337 $+405.402 $
+69,8 %
580.935 $-2.038.981 $
-77,8 %
2.619.916 $
HBW ADVISORY SERVICES LLC2.522.558 $-12.903 $
-0,5 %
2.535.461 $+2.302.810 $
+989,8 %
232.651 $+22.886 $
+10,9 %
209.765 $
Annex Advisory Services, LLC2.472.810 $+305.296 $
+14,1 %
2.167.514 $+1.640.253 $
+311,1 %
527.261 $
Evergreen Wealth Partners LLC2.422.237 $+1.065.150 $
+78,5 %
1.357.087 $+499.644 $
+58,3 %
857.443 $
Westmount Partners, LLC2.411.600 $
Steward Partners Investment Advisory, LLC1.802.763 $-585.903 $
-24,5 %
2.388.666 $+617.150 $
+34,8 %
1.771.516 $+312.436 $
+21,4 %
1.459.080 $+274.206 $
+23,1 %
Total Clarity Wealth Management, Inc.2.363.971 $+2.076.884 $
+723,4 %
287.087 $-34.385 $
-10,7 %
321.472 $
Continuum Advisory, LLC2.315.463 $+1.080.521 $
+87,5 %
1.234.942 $+816.778 $
+195,3 %
418.164 $+101.891 $
+32,2 %
316.273 $+45.418 $
+16,8 %
KESTRA PRIVATE WEALTH SERVICES, LLC2.297.703 $+221.489 $
+10,7 %
2.076.214 $-28.825 $
-1,4 %
2.105.039 $+223.994 $
+11,9 %
1.881.045 $
Stillwater Private Wealth, LLC2.253.000 $
PRINCIPAL SECURITIES, INC.1.047.314 $-1.191.477 $
-53,2 %
2.238.791 $+1.383.235 $
+161,7 %
855.556 $+97.644 $
+12,9 %
757.912 $+242.489 $
+47,0 %
Strategic Financial Concepts, LLC2.237.543 $+344.521 $
+18,2 %
1.893.022 $+179.649 $
+10,5 %
1.713.373 $
Lifetime Wealth Management P.C.2.175.167 $+554.602 $
+34,2 %
1.620.565 $+80.301 $
+5,2 %
1.540.264 $
Apollon Wealth Management, LLC2.021.705 $+472.036 $
+30,5 %
1.549.669 $+103.015 $
+7,1 %
1.446.654 $+525.531 $
+57,1 %
921.123 $+155.341 $
+20,3 %
Kensington Asset Management, LLC1.975.763 $+1.363.145 $
+222,5 %
612.618 $
Betterment LLC1.916.000 $+460.000 $
+31,6 %
1.456.000 $-139.000 $
-8,7 %
1.595.000 $+530.000 $
+49,8 %
1.065.000 $+73.000 $
+7,4 %
Belpointe Asset Management LLC1.419.467 $-464.781 $
-24,7 %
1.884.248 $+908.327 $
+93,1 %
975.921 $
Dana Investment Advisors, Inc.1.873.873 $+391.219 $
+26,4 %
1.482.654 $+344.025 $
+30,2 %
1.138.629 $+117.192 $
+11,5 %
1.021.437 $+242.589 $
+31,1 %
Secure Asset Management, LLC1.800.023 $+85.901 $
+5,0 %
1.714.122 $+422.513 $
+32,7 %
1.291.609 $+227.669 $
+21,4 %
1.063.940 $
Astoria Portfolio Advisors LLC.1.794.008 $+1.188.686 $
+196,4 %
605.322 $+377.170 $
+165,3 %
228.152 $
Flagship Capital Management Inc.1.780.967 $+206.511 $
+13,1 %
1.574.456 $+844.266 $
+115,6 %
730.190 $
Envision Financial Transparency, LLC1.634.000 $
Clarity Asset Management, Inc.1.630.805 $+1.569.296 $
+2.551,3 %
61.509 $
Tower Wealth Partners, Inc.1.628.915 $+305.077 $
+23,0 %
1.323.838 $-10.342 $
-0,8 %
1.334.180 $+103.802 $
+8,4 %
1.230.378 $+145.422 $
+13,4 %
EverSource Wealth Advisors, LLC1.618.406 $+383.464 $
+31,1 %
1.234.942 $
NewEdge Advisors, LLC103.290 $-1.215.626 $
-92,2 %
1.318.916 $-296.130 $
-18,3 %
1.615.046 $+91.224 $
+6,0 %
1.523.822 $+104.878 $
+7,4 %
ATLAS CAPITAL ADVISORS INC.1.571.217 $+120.699 $
+8,3 %
1.450.518 $-35.646 $
-2,4 %
1.486.164 $+43.861 $
+3,0 %
FIG FINANCIAL ADVISORY SERVICES INC /ADV1.565.683 $+78.024 $
+5,2 %
JONES FINANCIAL COMPANIES LLLP1.564.560 $+1.535.163 $
+5.222,2 %
29.397 $
Argent Trust Co1.540.893 $
LongView Wealth Management1.537.638 $+227.794 $
+17,4 %
1.309.844 $+645.657 $
+97,2 %
664.187 $
Pearl Planning LLC1.529.663 $+607.892 $
+65,9 %
921.771 $+37.008 $
+4,2 %
884.763 $
LexAurum Advisors, LLC1.453.824 $+290.503 $
+25,0 %
1.163.321 $
RiverTree Advisors, LLC1.437.133 $+911.821 $
+173,6 %
525.312 $-17.996 $
-3,3 %
543.308 $
Vestmark Advisory Solutions, Inc.1.426.718 $
TOP Private Wealth LLC.1.421.998 $
Quantinno Capital Management LP1.412.046 $+715.200 $
+102,6 %
696.846 $+224.951 $
+47,7 %
471.895 $
Global Assets Advisory, LLC1.407.088 $
Essex Financial Services, Inc.1.405.247 $+453.059 $
+47,6 %
952.188 $+206.952 $
+27,8 %
745.236 $+538.988 $
+261,3 %
206.248 $
Independent Advisor Alliance1.353.233 $
CGC Financial Services, LLC1.343.141 $+305.952 $
+29,5 %
1.037.189 $+64.603 $
+6,6 %
972.586 $+160.738 $
+19,8 %
811.848 $+93.156 $
+13,0 %
Steelhead Wealth Management LLC1.302.000 $+207.000 $
+18,9 %
1.095.000 $
Y-Intercept (Hong Kong) Ltd294.215 $-966.335 $
-76,7 %
1.260.550 $+936.502 $
+289,0 %
324.048 $
Valued Retirements, Inc.1.257.357 $+119.327 $
+10,5 %
1.138.030 $+32.809 $
+3,0 %
1.105.221 $+394.284 $
+55,5 %
710.937 $+0 $
+0,0 %
Pachira Investments Inc.1.202.484 $+125.975 $
+11,7 %
1.076.509 $+66.469 $
+6,6 %
1.010.040 $+34.711 $
+3,6 %
975.329 $
Southland Equity Partners LLC1.151.238 $+154.727 $
+15,5 %
996.511 $-3.058 $
-0,3 %
999.569 $+17.828 $
+1,8 %
981.741 $+52.734 $
+5,7 %
Capital Analysts, LLC1.113.000 $+239.000 $
+27,3 %
874.000 $+586.000 $
+203,5 %
288.000 $+279.000 $
+3.100,0 %
9.000 $+1.000 $
+12,5 %
Csenge Advisory Group1.102.805 $+475.459 $
+75,8 %
627.346 $+262.453 $
+71,9 %
364.893 $
Entelevest, LLC1.091.740 $+198.990 $
+22,3 %
892.750 $+7.277 $
+0,8 %
885.473 $
WCG Wealth Advisors LLC1.073.472 $+392.987 $
+57,8 %
680.485 $
NAPA WEALTH MANAGEMENT1.059.338 $
Meridian Financial Advisors, LLC1.043.740 $+462.875 $
+79,7 %
580.865 $+244.666 $
+72,8 %
336.199 $
TENET WEALTH PARTNERS, LLC1.028.145 $
Fortis Group Advisors, LLC1.010.159 $+78.945 $
+8,5 %
931.214 $-777 $
-0,1 %
931.991 $+115.039 $
+14,1 %
816.952 $
EARNED WEALTH ADVISORS, LLC1.003.037 $+98.512 $
+10,9 %
904.525 $-7.481 $
-0,8 %
912.006 $
Creative Planning954.540 $-47.713 $
-4,8 %
1.002.253 $+605.089 $
+152,4 %
397.164 $-49.073 $
-11,0 %
446.237 $+177.024 $
+65,8 %
Key Client Fiduciary Advisors, LLC976.290 $+65.839 $
+7,2 %
910.451 $+104.463 $
+13,0 %
805.988 $+97.665 $
+13,8 %
708.323 $+208.109 $
+41,6 %
GOLDMAN SACHS GROUP INC973.503 $+546.190 $
+127,8 %
427.313 $
ARBOR CAPITAL MANAGEMENT INC /ADV753.670 $-198.515 $
-20,8 %
952.185 $+124.942 $
+15,1 %
827.243 $
Next Level Private LLC938.887 $+76.034 $
+8,8 %
862.853 $
SAGESPRING WEALTH PARTNERS, LLC316.225 $-622.020 $
-66,3 %
938.245 $
Triumph Capital Management915.383 $+19.736 $
+2,2 %
895.647 $+870.974 $
+3.530,1 %
24.673 $
Lunt Capital Management, Inc.904.350 $+121.035 $
+15,5 %
783.315 $+384.167 $
+96,2 %
399.148 $-1.158.958 $
-74,4 %
O'Dell Group, LLC866.956 $
Rollins Financial Advisors, LLC854.550 $+122.765 $
+16,8 %
731.785 $-5.851 $
-0,8 %
737.636 $+91.916 $
+14,2 %
645.720 $
INTEGRITY ALLIANCE, LLC.843.608 $
Daner Wealth Management, LLC839.164 $+1.737 $
+0,2 %
837.427 $+81.009 $
+10,7 %
756.418 $+79.446 $
+11,7 %
676.972 $-13.623 $
-2,0 %
Sankala Group LLC777.378 $+449.636 $
+137,2 %
327.742 $+8.259 $
+2,6 %
319.483 $
Atlantic Union Bankshares Corp770.325 $
Berger Financial Group, Inc746.685 $+206.614 $
+38,3 %
540.071 $+52.659 $
+10,8 %
487.412 $+272.034 $
+126,3 %
215.378 $
AQR CAPITAL MANAGEMENT LLC711.863 $+229.802 $
+47,7 %
482.061 $+164.906 $
+52,0 %
317.155 $+59.552 $
+23,1 %
257.603 $-37.402 $
-12,7 %
RASP WEALTH SOLUTIONS, LLC707.234 $
Advisory Services Network, LLC419.946 $-275.587 $
-39,6 %
695.533 $+21.554 $
+3,2 %
673.979 $+160.918 $
+31,4 %
513.061 $+49.478 $
+10,7 %
Scarborough Advisors, LLC682.211 $+579.973 $
+567,3 %
102.238 $-846 $
-0,8 %
103.084 $+78.357 $
+316,9 %
24.727 $
Stratos Wealth Partners, LTD.681.826 $+59.553 $
+9,6 %
622.273 $+86.746 $
+16,2 %
535.527 $+40.549 $
+8,2 %
Fortune Financial Group, Inc.681.759 $+426.753 $
+167,4 %
255.006 $
IHT Wealth Management, LLC649.834 $+373.400 $
+135,1 %
276.434 $+63.006 $
+29,5 %
213.428 $
Geneos Wealth Management Inc.630.332 $+134.030 $
+27,0 %
496.302 $+283.469 $
+133,2 %
212.833 $+109.226 $
+105,4 %
103.607 $+7.225 $
+7,5 %
Ausdal Financial Partners, Inc.615.082 $+72.039 $
+13,3 %
543.043 $+55.655 $
+11,4 %
487.388 $+45.493 $
+10,3 %
441.895 $+76.393 $
+20,9 %
PATTON ALBERTSON MILLER GROUP, LLC601.574 $+106.917 $
+21,6 %
494.657 $
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC529.123 $-9.938 $
-1,8 %
539.061 $-59.072 $
-9,9 %
598.133 $+29.322 $
+5,2 %
568.811 $
LaSalle St. Investment Advisors, LLC591.046 $+53.515 $
+10,0 %
537.531 $+103.531 $
+23,9 %
434.000 $+170.000 $
+64,4 %
264.000 $
J.W. COLE ADVISORS, INC.590.704 $+305.942 $
+107,4 %
284.762 $
Madison Wealth Partners, Inc584.489 $
Cornerstone Wealth Management, LLC584.320 $+42.567 $
+7,9 %
541.753 $+53.143 $
+10,9 %
488.610 $
Vise Technologies, Inc.564.424 $+0 $
+0,0 %
564.424 $
BEACON FINANCIAL PLANNING, INC560.526 $
Orion Porfolio Solutions, LLC259.916 $-281.748 $
-52,0 %
541.664 $+271.390 $
+100,4 %
270.274 $
World Investment Advisors541.432 $+64.589 $
+13,5 %
476.843 $+37.180 $
+8,5 %
Brand Asset Management Group, Inc.383.740 $-152.144 $
-28,4 %
535.884 $-27.116 $
-4,8 %
Solano Wealth Investment Advisors LLC534.524 $+93.307 $
+21,1 %
441.217 $+55.673 $
+14,4 %
385.544 $+32.612 $
+9,2 %
352.932 $+105.905 $
+42,9 %
Wall Capital Group, Inc.514.974 $
Corient Private Wealth LP505.225 $-8.186 $
-1,6 %
513.411 $
Fiduciary Alliance LLC503.548 $+56.053 $
+12,5 %
447.495 $+130.783 $
+41,3 %
316.712 $+84.553 $
+36,4 %
232.159 $
Signet Private Wealth LLC502.527 $+136.406 $
+37,3 %
366.121 $+16.808 $
+4,8 %
349.313 $
May Hill Capital, LLC215.115 $-285.872 $
-57,1 %
500.987 $+287.915 $
+135,1 %
213.072 $
PRAIRIE ADVISORY, LLC498.538 $
Triad Wealth Partners, LLC498.463 $
HRT FINANCIAL LP490.000 $
TD Waterhouse Canada Inc.482.846 $+270.181 $
+127,0 %
212.665 $+141.346 $
+198,2 %
71.319 $
FIFTH THIRD SECURITIES, INC.481.235 $
Financial Partners Group, Inc474.841 $+57.465 $
+13,8 %
417.376 $+62.787 $
+17,7 %
354.589 $
Integrated Advisors Network LLC461.219 $+193.874 $
+72,5 %
267.345 $
Qube Research & Technologies Ltd436.910 $
CIBC WORLD MARKET INC.430.169 $+38.886 $
+9,9 %
391.283 $+88.149 $
+29,1 %
303.134 $
FLORIDA FINANCIAL ADVISORS, LLC405.615 $-19.512 $
-4,6 %
425.127 $+88.984 $
+26,5 %
336.143 $+128.281 $
+61,7 %
207.862 $
CoreCap Advisors, LLC403.159 $-15.490 $
-3,7 %
418.649 $+181.587 $
+76,6 %
237.062 $+231.825 $
+4.426,7 %
5.237 $
Baron Wealth Management LLC418.573 $+41.074 $
+10,9 %
377.499 $-3.154 $
-0,8 %
380.653 $+80.617 $
+26,9 %
300.036 $+40.372 $
+15,5 %
Fortis Capital Advisors, LLC410.876 $+48.109 $
+13,3 %
362.767 $-18.110 $
-4,8 %
380.877 $
Commerce Advisors, LLC400.133 $+47.778 $
+13,6 %
352.355 $
Fermata Advisors, LLC385.433 $
WILLNER & HELLER, LLC380.845 $+32.340 $
+9,3 %
348.505 $+94.819 $
+37,4 %
253.686 $
JHP Wealth Management, LLC373.867 $+53.007 $
+16,5 %
320.860 $+39.710 $
+14,1 %
281.150 $
CIBC Bancorp USA Inc.361.439 $+32.673 $
+9,9 %
328.766 $
Global Retirement Partners, LLC341.920 $-18.421 $
-5,1 %
360.341 $+128.558 $
+55,5 %
BNB Wealth Management, LLC358.665 $+85.288 $
+31,2 %
273.377 $
PRIVATE TRUST CO NA355.108 $+32.100 $
+9,9 %
323.008 $+180.304 $
+126,3 %
142.704 $-53.064 $
-27,1 %
195.768 $+139.045 $
+245,1 %
FMR LLC342.679 $+214.875 $
+168,1 %
127.804 $+84.269 $
+193,6 %
43.535 $+24.602 $
+129,9 %
18.933 $+343 $
+1,8 %
Empowered Funds, LLC339.219 $
Wealthcare Advisory Partners LLC338.468 $
Independent Wealth Network Inc.338.298 $+44.181 $
+15,0 %
294.117 $
Golden State Wealth Management, LLC143.889 $-21.120 $
-12,8 %
165.009 $-80.360 $
-32,8 %
245.369 $-89.719 $
-26,8 %
335.088 $-14.429 $
-4,1 %
Galvin, Gaustad & Stein, LLC334.857 $
CIBC Private Wealth Group LLC333.142 $
UPTICK PARTNERS, LLC330.442 $+57.172 $
+20,9 %
273.270 $-3.580 $
-1,3 %
276.850 $
Wedmont Private Capital325.658 $
Redwood Financial Network Corp323.119 $
AE Wealth Management LLC322.189 $+178.399 $
+124,1 %
143.790 $+113.838 $
+380,1 %
29.952 $+16.562 $
+123,7 %
13.390 $+13.185 $
+6.431,7 %
MONECO ADVISORS, LLC321.243 $+31.126 $
+10,7 %
290.117 $
Main Street Financial Solutions, LLC310.394 $-4.132 $
-1,3 %
314.526 $+8.943 $
+2,9 %
305.583 $+15.565 $
+5,4 %
CULLEN/FROST BANKERS, INC.312.183 $
Arax Advisory Partners310.883 $+273.467 $
+730,9 %
37.416 $+3.796 $
+11,3 %
33.620 $+957 $
+2,9 %
32.663 $+1.663 $
+5,4 %
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC308.339 $+76.576 $
+33,0 %
231.763 $+17.906 $
+8,4 %
213.857 $
Maridea Wealth Management LLC306.420 $+99.088 $
+47,8 %
207.332 $
ADAPT WEALTH ADVISORS, LLC301.631 $
Plante Moran Financial Advisors, LLC298.074 $
Stronghold Wealth Management L.L.C.296.386 $+30.412 $
+11,4 %
265.974 $+62.755 $
+30,9 %
203.219 $
Naviter Wealth, LLC295.120 $
John W. Brooker & Co., CPAs287.161 $+76.575 $
+36,4 %
210.586 $-2.803 $
-1,3 %
213.389 $
PARTNERS WEALTH MANAGEMENT, LLC265.939 $+23.327 $
+9,6 %
242.612 $
LOCKERMAN FINANCIAL GROUP, INC.260.704 $+11.324 $
+4,5 %
249.380 $+11.994 $
+5,1 %
237.386 $+13.859 $
+6,2 %
Regatta Research & Money Management245.263 $
Nuveen, LLC244.356 $
Planned Solutions, Inc.222.651 $
Brooklyn Investment Group222.267 $
Collier Financial219.338 $+19.827 $
+9,9 %
199.511 $-2.655 $
-1,3 %
202.166 $+5.748 $
+2,9 %
196.418 $
IFP Advisors, Inc199.198 $+16.142 $
+8,8 %
183.056 $-5.549 $
-2,9 %
188.605 $+4.985 $
+2,7 %
183.620 $
MORGAN STANLEY110.341 $-82.805 $
-42,9 %
193.146 $+17.511 $
+10,0 %
175.635 $+150.050 $
+586,5 %
25.585 $
Rockefeller Capital Management L.P.183.204 $+16.586 $
+10,0 %
166.618 $+115.105 $
+223,4 %
51.513 $+1.464 $
+2,9 %
50.049 $
MAI Capital Management101.899 $-49.702 $
-32,8 %
151.601 $+52.038 $
+52,3 %
99.563 $+5.071 $
+5,4 %
MATHER GROUP, LLC.150.785 $+80.590 $
+114,8 %
70.195 $
West Financial Advisors, LLC145.541 $
Aptus Capital Advisors, LLC134.085 $+47.657 $
+55,1 %
86.428 $+74.314 $
+613,5 %
12.114 $+1.748 $
+16,9 %
10.366 $
Lodestone Wealth Management LLC123.836 $+11.195 $
+9,9 %
112.641 $-1.500 $
-1,3 %
114.141 $
Harel Insurance Investments & Financial Services Ltd.121.000 $+11.000 $
+10,0 %
110.000 $-1.000 $
-0,9 %
111.000 $+3.000 $
+2,8 %
108.000 $+6.000 $
+5,9 %
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC119.760 $
GGM Financial LLC118.512 $+68.530 $
+137,1 %
49.982 $
Abound Wealth Management114.726 $
EP Wealth Advisors, LLC113.990 $
PNC FINANCIAL SERVICES GROUP, INC.6.752 $-79.731 $
-92,2 %
86.483 $
O'SHAUGHNESSY ASSET MANAGEMENT, LLC36.958 $-38.557 $
-51,1 %
75.515 $-9.841 $
-11,5 %
85.356 $+1.456 $
+1,7 %
83.900 $-2.286 $
-2,7 %
GUARDIAN WEALTH ADVISORS, LLC / NC82.579 $
ARMSTRONG ADVISORY GROUP, INC81.164 $-1.080 $
-1,3 %
82.244 $+2.338 $
+2,9 %
79.906 $+4.070 $
+5,4 %
WHITTIER TRUST CO OF NEVADA INC73.451 $+4.630 $
+6,7 %
68.821 $
Russell Investments Group, Ltd.70.780 $
GPS Wealth Strategies Group, LLC70.133 $+31.293 $
+80,6 %
CREATIVE FINANCIAL DESIGNS INC /ADV69.939 $+6.549 $
+10,3 %
63.390 $-713 $
-1,1 %
64.103 $+21.277 $
+49,7 %
42.826 $+17.633 $
+70,0 %
Community Financial Services Group, LLC67.656 $
Planning Strategies Inc.56.395 $
BESSEMER GROUP INC47.000 $-8.000 $
-14,5 %
55.000 $+26.000 $
+89,7 %
29.000 $+0 $
+0,0 %
29.000 $
Destiny Wealth Partners, LLC49.959 $
Harbor Asset Planning, Inc.45.544 $+4.469 $
+10,9 %
41.075 $
Ascentis Wealth Management, LLC42.543 $+3.845 $
+9,9 %
38.698 $-515 $
-1,3 %
39.213 $+1.115 $
+2,9 %
38.098 $+2.272 $
+6,3 %
Medallion Wealth Advisors, LLC36.052 $
US BANCORP \DE\33.069 $
Trust Co2.544 $+230 $
+9,9 %
2.314 $-28.450 $
-92,5 %
30.764 $
Larson Financial Group LLC21.062 $+16.097 $
+324,2 %
4.965 $
Ashton Thomas Private Wealth, LLC20.981 $+1.897 $
+9,9 %
19.084 $
VANGUARD ADVISERS INC20.155 $+11.967 $
+146,2 %
8.188 $
UBS Group AG17.605 $+16.631 $
+1.707,5 %
JFS WEALTH ADVISORS, LLC16.294 $
Abich Financial Wealth Management LLC16.197 $
MARK SHEPTOFF FINANCIAL PLANNING, LLC15.737 $+450 $
+2,9 %
15.287 $
Richardson Capital Management LLC14.577 $
Wealth Enhancement Trust Services, Inc.8.501 $-5.922 $
-41,1 %
14.423 $
Indiana Trust & Investment Management Co13.875 $
CX Institutional12.000 $
Steigerwald, Gordon & Koch Inc.9.736 $+957 $
+10,9 %
8.779 $-73 $
-0,8 %
8.852 $+437 $
+5,2 %
8.415 $
FIRST COMMUNITY TRUST NA9.044 $+818 $
+9,9 %
8.226 $-110 $
-1,3 %
8.336 $
Cape Investment Advisory, Inc.6.557 $
BANK OF MONTREAL /CAN/5.426 $+490 $
+9,9 %
4.936 $-90 $
-1,8 %
5.026 $+167 $
+3,4 %
4.859 $+274 $
+6,0 %
ASSETMARK, INC422 $+38 $
+9,9 %
384 $-5 $
-1,3 %
389 $-4.254 $
-91,6 %
4.643 $-2.069 $
-30,8 %
Kilter Group LLC4.594 $+415 $
+9,9 %
4.179 $-56 $
-1,3 %
4.235 $+121 $
+2,9 %
4.114 $+138 $
+3,5 %
Noble Wealth Management PBC3.497 $
Crews Bank & Trust3.135 $+283 $
+9,9 %
2.852 $-38 $
-1,3 %
2.890 $
Hilton Head Capital Partners, LLC2.110 $+191 $
+10,0 %
1.919 $-26 $
-1,3 %
1.945 $
Root Financial Partners, LLC1.645 $-22 $
-1,3 %
1.667 $
CITIGROUP INC301 $-1.015 $
-77,1 %
1.316 $
NFSG Corp1.146 $+104 $
+10,0 %
1.042 $-14 $
-1,3 %
1.056 $+30 $
+2,9 %
1.026 $+52 $
+5,3 %
BNP PARIBAS FINANCIAL MARKETS1.097 $
SOA Wealth Advisors, LLC.970 $
Physician Wealth Advisors, Inc.967 $
CVA Family Office, LLC648 $
2.621.866.145 $+468.769.610 $
+109,5 %
2.170.441.161 $+428.842.778 $
+136,4 %
1.684.380.448 $+359.872.833 $
+152,8 %
1.202.172.636 $+412.963.030 $
+212,7 %
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