| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 1.118.487.711 $ | +154.443.802 $ | +662,7 % | 955.264.690 $ | -261.535.409 $ | +380,6 % | 1.223.257.903 $ | +140.813.566 $ | +51,8 % | 1.081.075.788 $ | +297.442.737 $ | +28.472,6 % | |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 617.456.000 $ | +72.002.000 $ | +13,2 % | 545.454.000 $ | -150.738.000 $ | -21,7 % | 696.192.000 $ | +72.520.000 $ | +11,6 % | 623.672.000 $ | +99.974.000 $ | +19,1 % |
| Neuberger Berman Group LLC | 113.579.779 $ | +21.743.774 $ | +23,7 % | 91.836.005 $ | -19.307.687 $ | -17,4 % | 111.143.692 $ | +14.248.349 $ | +14,7 % | 96.895.343 $ | +40.709.756 $ | +72,5 % |
| T. Rowe Price Investment Management, Inc. | 72.581.000 $ | +13.186.000 $ | +22,2 % | 59.395.000 $ | -25.254.000 $ | -29,8 % | 84.649.000 $ | +21.850.000 $ | +34,8 % | 62.799.000 $ | +62.249.000 $ | +11.318,0 % |
| Polar Capital Holdings Plc | 71.520.000 $ | +8.340.000 $ | +13,2 % | 63.180.000 $ | -14.334.071 $ | -18,5 % | 77.514.071 $ | +7.472.382 $ | +10,7 % | 70.041.689 $ | +16.266.326 $ | +30,2 % |
| VANGUARD GROUP INC | 45.907.573 $ | +4.295.237 $ | +10,3 % | 41.612.336 $ | +15.197.525 $ | +57,5 % | ||||||
| MARKEL GROUP INC. | 35.897.400 $ | +3.170.160 $ | +9,7 % | 32.727.240 $ | -9.044.280 $ | -21,7 % | 41.771.520 $ | +4.320.120 $ | +11,5 % | 37.451.400 $ | +6.029.520 $ | +19,2 % |
| Pembroke Management, LTD | 40.597.756 $ | +22.296.553 $ | +121,8 % | 18.301.203 $ | -11.629.153 $ | -38,9 % | 29.930.356 $ | +2.705.472 $ | +9,9 % | 27.224.884 $ | +17.181.115 $ | +171,1 % |
| Greenhaven Road Investment Management, L.P. | 22.235.926 $ | -2.719.942 $ | -10,9 % | 24.955.868 $ | -10.211.962 $ | -29,0 % | 35.167.830 $ | +3.083.831 $ | +9,6 % | 32.083.999 $ | +13.769.340 $ | +75,2 % |
| VANGUARD CAPITAL MANAGEMENT LLC | 22.987.625 $ | +3.322.081 $ | +16,9 % | 19.665.544 $ | ||||||||
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19.671.922 $ | +2.497.797 $ | +14,5 % | 17.174.125 $ | ||||||||
| Lincoln Capital LLC | 11.605.924 $ | +1.597.456 $ | +16,0 % | 10.008.468 $ | -916.343 $ | -8,4 % | 10.924.811 $ | +1.484.042 $ | +15,7 % | 9.440.769 $ | +3.300.875 $ | +53,8 % |
| BlackRock, Inc. | 8.564.330 $ | +1.297.651 $ | +17,9 % | 7.266.679 $ | -1.763.980 $ | -19,5 % | 9.030.659 $ | +1.225.271 $ | +15,7 % | 7.805.388 $ | +3.058.631 $ | +64,4 % |
| ROYCE & ASSOCIATES LP | 6.258.000 $ | +729.750 $ | +13,2 % | 5.528.250 $ | -1.527.750 $ | -21,7 % | 7.056.000 $ | +735.000 $ | +11,6 % | 6.321.000 $ | +1.013.250 $ | +19,1 % |
| FMR LLC | 9.989 $ | +9.789 $ | +4.894,5 % | 200 $ | -4.673.869 $ | -100,0 % | 4.674.069 $ | -1.351.626 $ | -22,4 % | 6.025.695 $ | +6.025.432 $ | +2.291.038,8 % |
| GEODE CAPITAL MANAGEMENT, LLC | 5.329.655 $ | +917.367 $ | +20,8 % | 4.412.288 $ | -941.484 $ | -17,6 % | 5.353.772 $ | +511.092 $ | +10,6 % | 4.842.680 $ | +2.267.142 $ | +88,0 % |
| MORGAN STANLEY | 3.661.181 $ | +532.169 $ | +17,0 % | 3.129.012 $ | -1.344.074 $ | -30,0 % | 4.473.086 $ | +1.688.631 $ | +60,6 % | 2.784.455 $ | +2.026.479 $ | +267,4 % |
| DIMENSIONAL FUND ADVISORS LP | 4.465.002 $ | +1.607.856 $ | +56,3 % | 2.857.146 $ | +418.561 $ | +17,2 % | 2.438.585 $ | +985.581 $ | +67,8 % | 1.453.004 $ | +484.642 $ | +50,0 % |
| SCHOLTZ & COMPANY, LLC | 3.676.188 $ | +248.620 $ | +7,3 % | 3.427.568 $ | -917.786 $ | -21,1 % | 4.345.354 $ | +431.571 $ | +11,0 % | 3.913.783 $ | +1.484.451 $ | +61,1 % |
| FIRST TRUST ADVISORS LP | 4.003.355 $ | |||||||||||
| UBS Group AG | 2.450.644 $ | -1.192.294 $ | -32,7 % | 3.642.938 $ | +1.053.977 $ | +40,7 % | 2.588.961 $ | -13.919 $ | -0,5 % | 2.602.880 $ | +1.392.784 $ | +115,1 % |
| Woodline Partners LP | 2.537.983 $ | -205.545 $ | -7,5 % | 2.743.528 $ | -650.475 $ | -19,2 % | 3.394.003 $ | +55.130 $ | +1,7 % | 3.338.873 $ | ||
| Garner Asset Management Corp | 2.060.074 $ | -1.333.099 $ | -39,3 % | 3.393.173 $ | ||||||||
| Gillson Capital LP | 3.301.000 $ | +1.174.000 $ | +55,2 % | 2.127.000 $ | -588.000 $ | -21,7 % | 2.715.000 $ | +608.000 $ | +28,9 % | 2.107.000 $ | ||
| STATE STREET CORP | 3.151.159 $ | +689.371 $ | +28,0 % | 2.461.788 $ | -639.976 $ | -20,6 % | 3.101.764 $ | +689.803 $ | +28,6 % | 2.411.961 $ | +1.014.213 $ | +72,6 % |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1.574.096 $ | +91.041 $ | +6,1 % | 1.483.055 $ | -1.163.550 $ | -44,0 % | 2.646.605 $ | -393.917 $ | -13,0 % | 3.040.522 $ | +210.542 $ | +7,4 % |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.550.248 $ | +259.741 $ | +11,3 % | 2.290.507 $ | -610.248 $ | -21,0 % | 2.900.755 $ | +299.188 $ | +11,5 % | 2.601.567 $ | +1.225.545 $ | +89,1 % |
| VANGUARD FIDUCIARY TRUST CO | 2.847.462 $ | +374.828 $ | +15,2 % | 2.472.634 $ | ||||||||
| BROWN ADVISORY INC | 2.598.560 $ | +1.450.790 $ | +126,4 % | 1.147.770 $ | -317.190 $ | -21,7 % | 1.464.960 $ | |||||
| OXFORD FINANCIAL GROUP, LTD. LLC | 2.026.400 $ | +236.300 $ | +13,2 % | 1.790.100 $ | -494.700 $ | -21,7 % | 2.284.800 $ | +238.000 $ | +11,6 % | 2.046.800 $ | ||
| National Philanthropic Trust | 1.788.000 $ | +208.500 $ | +13,2 % | 1.579.500 $ | -436.500 $ | -21,7 % | 2.016.000 $ | |||||
| Connor, Clark & Lunn Investment Management Ltd. | 823.994 $ | -397.844 $ | -32,6 % | 1.221.838 $ | -743.466 $ | -37,8 % | 1.965.304 $ | +31.487 $ | +1,6 % | 1.933.817 $ | +325.629 $ | +20,2 % |
| LPL Financial LLC | 1.817.812 $ | +330.460 $ | +22,2 % | 1.487.352 $ | -58.772 $ | -3,8 % | 1.546.124 $ | +201.039 $ | +14,9 % | 1.345.085 $ | +177.552 $ | +15,2 % |
| RENAISSANCE TECHNOLOGIES LLC | 873.355 $ | -786.889 $ | -47,4 % | 1.660.244 $ | +477.954 $ | +40,4 % | 1.182.290 $ | -238.045 $ | -16,8 % | 1.420.335 $ | +175.107 $ | +14,1 % |
| RAYMOND JAMES FINANCIAL INC | 1.624.875 $ | +298.463 $ | +22,5 % | 1.326.412 $ | -284.842 $ | -17,7 % | 1.611.254 $ | +231.651 $ | +16,8 % | 1.379.603 $ | +594.713 $ | +75,8 % |
| Trexquant Investment LP | 609.851 $ | -71.756 $ | -10,5 % | 681.607 $ | -867.716 $ | -56,0 % | 1.549.323 $ | +195.967 $ | +14,5 % | 1.353.356 $ | +628.257 $ | +86,6 % |
| PALISADE CAPITAL MANAGEMENT, LP | 1.414.388 $ | +249.390 $ | +21,4 % | 1.164.998 $ | +408.716 $ | +54,0 % | 756.282 $ | +9.043 $ | +1,2 % | 747.239 $ | ||
| NORTHERN TRUST CORP | 1.307.886 $ | +197.835 $ | +17,8 % | 1.110.051 $ | -287.978 $ | -20,6 % | 1.398.029 $ | +132.155 $ | +10,4 % | 1.265.874 $ | +431.212 $ | +51,7 % |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 1.231.336 $ | +143.587 $ | +13,2 % | 1.087.749 $ | -300.603 $ | -21,7 % | 1.388.352 $ | +144.620 $ | +11,6 % | 1.243.732 $ | +199.369 $ | +19,1 % |
| TWO SIGMA INVESTMENTS, LP | 853.591 $ | -110.767 $ | -11,5 % | 964.358 $ | -281.382 $ | -22,6 % | 1.245.740 $ | +414.474 $ | +49,9 % | 831.266 $ | -36.142 $ | -4,2 % |
| SOROS FUND MANAGEMENT LLC | 1.235.436 $ | |||||||||||
| TD ASSET MANAGEMENT INC | 1.194.193 $ | +139.255 $ | +13,2 % | 1.054.938 $ | -125.847 $ | -10,7 % | 1.180.785 $ | +122.999 $ | +11,6 % | 1.057.786 $ | ||
| TWO SIGMA ADVISERS, LP | 1.064.448 $ | -80.556 $ | -7,0 % | 1.145.004 $ | -178.789 $ | -13,5 % | ||||||
| D. E. Shaw & Co., Inc. | 573.698 $ | -337.716 $ | -37,1 % | 911.414 $ | -168.893 $ | -15,6 % | 1.080.307 $ | +113.748 $ | +11,8 % | 966.559 $ | +368.067 $ | +61,5 % |
| OPPENHEIMER & CO INC | 1.065.851 $ | |||||||||||
| Swiss National Bank | 966.235 $ | +131.627 $ | +15,8 % | 834.608 $ | -230.646 $ | -21,7 % | 1.065.254 $ | +142.268 $ | +15,4 % | 922.986 $ | +305.265 $ | +49,4 % |
| CITADEL ADVISORS LLC | 857.489 $ | +427.781 $ | +99,6 % | 429.708 $ | -386.208 $ | -47,3 % | 815.916 $ | +182.612 $ | +28,8 % | 633.304 $ | -921.978 $ | -59,3 % |
| Bristlecone Value Partners, LLC | 716.308 $ | +83.529 $ | +13,2 % | 632.779 $ | -146.270 $ | -18,8 % | 779.049 $ | |||||
| GOLDMAN SACHS GROUP INC | 618.755 $ | +265.294 $ | +75,1 % | 353.461 $ | -399.649 $ | -53,1 % | 753.110 $ | +530.611 $ | +238,5 % | 222.499 $ | +82.839 $ | +59,3 % |
| 17 CAPITAL PARTNERS, LLC | 652.799 $ | +76.124 $ | +13,2 % | 576.675 $ | -162.525 $ | -22,0 % | 739.200 $ | +77.000 $ | +11,6 % | 662.200 $ | +106.150 $ | +19,1 % |
| Vident Advisory, LLC | 510.355 $ | -61.129 $ | -10,7 % | 571.484 $ | -166.789 $ | -22,6 % | 738.273 $ | +16.619 $ | +2,3 % | 721.654 $ | +359.261 $ | +99,1 % |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 651.571 $ | +299.806 $ | +85,2 % | 351.765 $ | -97.212 $ | -21,7 % | 448.977 $ | +46.769 $ | +11,6 % | 402.208 $ | +167.737 $ | +71,5 % |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 522.907 $ | +46.783 $ | +9,8 % | 476.124 $ | -131.579 $ | -21,7 % | 607.703 $ | +63.302 $ | +11,6 % | 544.401 $ | -350.223 $ | -39,1 % |
| HSBC HOLDINGS PLC | 257.756 $ | +31.381 $ | +13,9 % | 226.375 $ | -357.527 $ | -61,2 % | 583.902 $ | +328.310 $ | +128,5 % | 255.592 $ | +3.062 $ | +1,2 % |
| MILLENNIUM MANAGEMENT LLC | 169.049 $ | -384.913 $ | -69,5 % | 553.962 $ | +200.907 $ | +56,9 % | 353.055 $ | -25.302 $ | -6,7 % | |||
| AMERICAN CENTURY COMPANIES INC | 552.671 $ | +227.147 $ | +69,8 % | 325.524 $ | ||||||||
| BANK OF MONTREAL /CAN/ | 552.277 $ | +201.291 $ | +57,4 % | 350.986 $ | ||||||||
| E. Ohman J:or Asset Management AB | 549.584 $ | +69.026 $ | +14,4 % | 480.558 $ | ||||||||
| CANADA PENSION PLAN INVESTMENT BOARD | 267.008 $ | -268.969 $ | -50,2 % | 535.977 $ | +171.753 $ | +47,2 % | 364.224 $ | |||||
| Schonfeld Strategic Advisors LLC | 447.739 $ | +180.721 $ | +67,7 % | 267.018 $ | -92.070 $ | -25,6 % | 359.088 $ | +203.653 $ | +131,0 % | 155.435 $ | ||
| AQR CAPITAL MANAGEMENT LLC | 434.054 $ | +205.817 $ | +90,2 % | 228.237 $ | -86.380 $ | -27,5 % | 314.617 $ | |||||
| JANE STREET GROUP, LLC | 126.352 $ | -279.106 $ | -68,8 % | 405.458 $ | ||||||||
| ROYAL BANK OF CANADA | 329.000 $ | +39.000 $ | +13,4 % | 290.000 $ | -84.000 $ | -22,5 % | 374.000 $ | -28.000 $ | -7,0 % | 402.000 $ | -148.000 $ | -26,9 % |
| JT Stratford LLC | 401.319 $ | |||||||||||
| Meixler Investment Management, Ltd. | 304.258 $ | +16.295 $ | +5,7 % | 287.963 $ | -103.141 $ | -26,4 % | 391.104 $ | +40.559 $ | +11,6 % | 350.545 $ | +54.373 $ | +18,4 % |
| VANGUARD ASSET MANAGEMENT, Ltd | 364.013 $ | +42.448 $ | +13,2 % | 321.565 $ | ||||||||
| Legal & General Group Plc | 304.198 $ | +115.037 $ | +60,8 % | 189.161 $ | -144.191 $ | -43,3 % | 333.352 $ | -25.766 $ | -7,2 % | 359.118 $ | +117.974 $ | +48,9 % |
| BARCLAYS PLC | 305.319 $ | +38.563 $ | +14,5 % | 266.756 $ | -73.719 $ | -21,7 % | 340.475 $ | +35.418 $ | +11,6 % | 305.057 $ | -16.370 $ | -5,1 % |
| Dockside LLC | 309.503 $ | +109.444 $ | +54,7 % | 200.059 $ | ||||||||
| Corton Capital Inc. | 290.850 $ | +17.809 $ | +6,5 % | |||||||||
| SIMPLEX TRADING, LLC | 62.687 $ | +46.577 $ | +289,1 % | 16.110 $ | -274.194 $ | -94,5 % | 290.304 $ | +19.304 $ | +7,1 % | 271.000 $ | +244.000 $ | +903,7 % |
| BANK OF AMERICA CORP /DE/ | 286.319 $ | +273.847 $ | +2.195,7 % | 12.472 $ | -1.253 $ | -9,1 % | 13.725 $ | -72.928 $ | -84,2 % | |||
| JPMORGAN CHASE & CO | 8.702 $ | -17.728 $ | -67,1 % | 26.430 $ | -251.455 $ | -90,5 % | 277.885 $ | +260.691 $ | +1.516,2 % | 17.194 $ | -123.093 $ | -87,7 % |
| Yorktown Management & Research Co Inc | 211.653 $ | -58.491 $ | -21,7 % | 270.144 $ | ||||||||
| Painted Porch Advisors LLC | 222.165 $ | +25.907 $ | +13,2 % | 196.258 $ | -54.237 $ | -21,7 % | 250.495 $ | +26.093 $ | +11,6 % | 224.402 $ | +35.972 $ | +19,1 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 151.953 $ | -75.603 $ | -33,2 % | 227.556 $ | -11.040 $ | -4,6 % | ||||||
| KLP KAPITALFORVALTNING AS | 201.448 $ | +23.491 $ | +13,2 % | 177.957 $ | -49.179 $ | -21,7 % | 227.136 $ | +100.716 $ | +79,7 % | 126.420 $ | +20.265 $ | +19,1 % |
| Goldstone Financial Group, LLC | 225.533 $ | +34.654 $ | +18,2 % | |||||||||
| EntryPoint Capital, LLC | 223.595 $ | |||||||||||
| PharVision Advisers, LLC | 200.753 $ | |||||||||||
| Janus Henderson Group Ltd. | 157.319 $ | -43.306 $ | -21,6 % | 200.625 $ | +20.981 $ | +11,7 % | 179.644 $ | +29.194 $ | +19,4 % | |||
| MeadowBrook Investment Advisors LLC | 198.778 $ | +20.706 $ | +11,6 % | 178.072 $ | +28.646 $ | +19,2 % | ||||||
| XTX Topco Ltd | 191.197 $ | +13.566 $ | +7,6 % | 177.631 $ | ||||||||
| Zurcher Kantonalbank (Zurich Cantonalbank) | 183.115 $ | +121.546 $ | +197,4 % | 61.569 $ | -17.015 $ | -21,7 % | 78.584 $ | +8.186 $ | +11,6 % | 70.398 $ | +11.285 $ | +19,1 % |
| Vanguard Global Advisers, LLC | 181.971 $ | +21.220 $ | +13,2 % | 160.751 $ | ||||||||
| Kingsview Wealth Management, LLC | 180.889 $ | +21.636 $ | +13,6 % | 159.253 $ | ||||||||
| Waverly Advisors, LLC | 179.336 $ | |||||||||||
| CAZ INVESTMENTS LP | 178.800 $ | +99.825 $ | +126,4 % | 78.975 $ | -21.825 $ | -21,7 % | 100.800 $ | -19.600 $ | -16,3 % | 120.400 $ | +19.300 $ | +19,1 % |
| Jupiter Topco LLC | 178.225 $ | |||||||||||
| Steward Partners Investment Advisory, LLC | 160.133 $ | +18.673 $ | +13,2 % | 141.460 $ | -33.623 $ | -19,2 % | 175.083 $ | +18.238 $ | +11,6 % | 156.845 $ | +39.326 $ | +33,5 % |
| OCCUDO QUANTITATIVE STRATEGIES LP | 170.003 $ | |||||||||||
| Sequoia Financial Advisors, LLC | 169.825 $ | |||||||||||
| Vanguard Investments Australia, Ltd. | 158.262 $ | +18.455 $ | +13,2 % | 139.807 $ | ||||||||
| R Squared Ltd | 150.609 $ | |||||||||||
| Arizona State Retirement System | 132.968 $ | +16.496 $ | +14,2 % | 116.472 $ | -34.110 $ | -22,7 % | 150.582 $ | +9.557 $ | +6,8 % | 141.025 $ | ||
| VICTORY CAPITAL MANAGEMENT INC | 134.934 $ | +17.735 $ | +15,1 % | 117.199 $ | -32.025 $ | -21,5 % | 149.224 $ | |||||
| WCM INVESTMENT MANAGEMENT, LLC | 117.870 $ | +12.829 $ | +12,2 % | 105.041 $ | -29.367 $ | -21,8 % | 134.408 $ | |||||
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 129.260 $ | +14.683 $ | +12,8 % | 114.577 $ | ||||||||
| GROUP ONE TRADING LLC | 453 $ | -2.813 $ | -86,1 % | 3.266 $ | -123.154 $ | -97,4 % | 126.420 $ | +25.320 $ | +25,0 % | |||
| GLOBEFLEX CAPITAL L P | 125.583 $ | +13.081 $ | +11,6 % | 112.502 $ | +18.034 $ | +19,1 % | ||||||
| LOS ANGELES CAPITAL MANAGEMENT LLC | 70.214 $ | -11.574 $ | -14,2 % | 81.788 $ | ||||||||
| OSAIC HOLDINGS, INC. | 6.603 $ | -7.780 $ | -54,1 % | 14.383 $ | -29.081 $ | -66,9 % | 43.464 $ | -21.344 $ | -32,9 % | 64.808 $ | +14.776 $ | +29,5 % |
| BNP PARIBAS FINANCIAL MARKETS | 2.837 $ | +131 $ | +4,8 % | 2.706 $ | -20.599 $ | -88,4 % | 23.305 $ | -38.472 $ | -62,3 % | 61.777 $ | +42.224 $ | +215,9 % |
| Ancora Advisors LLC | 28.095 $ | -19.111 $ | -40,5 % | 47.206 $ | -13.046 $ | -21,7 % | 60.252 $ | +6.277 $ | +11,6 % | 53.975 $ | +6.306 $ | +13,2 % |
| DEUTSCHE BANK AG\ | 18.726 $ | -27.374 $ | -59,4 % | 46.100 $ | -12.740 $ | -21,7 % | 58.840 $ | +6.129 $ | +11,6 % | 52.711 $ | +8.449 $ | +19,1 % |
| MRP Capital Investments, LLC | 35.760 $ | -16.890 $ | -32,1 % | 52.650 $ | ||||||||
| HUNTINGTON NATIONAL BANK | 41.691 $ | +4.343 $ | +11,6 % | 37.348 $ | +5.987 $ | +19,1 % | ||||||
| IFP Advisors, Inc | 36.416 $ | +4.173 $ | +12,9 % | 32.243 $ | -9.327 $ | -22,4 % | 41.570 $ | +4.848 $ | +13,2 % | 36.722 $ | +6.392 $ | +21,1 % |
| EverSource Wealth Advisors, LLC | 17.451 $ | -14.897 $ | -46,1 % | 32.348 $ | +12.443 $ | +62,5 % | 19.905 $ | +2.351 $ | +13,4 % | 17.554 $ | +7.838 $ | +80,7 % |
| CITIGROUP INC | 17.534 $ | -2.778 $ | -13,7 % | 20.312 $ | +11.912 $ | +141,8 % | 8.400 $ | -20.785 $ | -71,2 % | 29.185 $ | -280.596 $ | -90,6 % |
| WELLS FARGO & COMPANY/MN | 19.215 $ | +18.157 $ | +1.716,2 % | 1.058 $ | -10.138 $ | -90,6 % | 11.196 $ | +9.992 $ | +829,9 % | 1.204 $ | +193 $ | +19,1 % |
| Center for Financial Planning, Inc. | 17.916 $ | +2.089 $ | +13,2 % | 15.827 $ | +15.786 $ | +38.502,4 % | 41 $ | +4 $ | +10,8 % | 37 $ | +6 $ | +19,4 % |
| JONES FINANCIAL COMPANIES LLLP | 17.581 $ | +12.386 $ | +238,4 % | 5.195 $ | -4.213 $ | -44,8 % | 9.408 $ | +1.001 $ | +11,9 % | 8.407 $ | +4.335 $ | +106,5 % |
| TRUST CO OF VERMONT | 15.496 $ | -1.976 $ | -11,3 % | 17.472 $ | +1.820 $ | +11,6 % | 15.652 $ | +2.509 $ | +19,1 % | |||
| GW&K Investment Management, LLC | 12.000 $ | +1.000 $ | +9,1 % | 11.000 $ | -3.000 $ | -21,4 % | 14.000 $ | +2.000 $ | +16,7 % | 12.000 $ | +2.000 $ | +20,0 % |
| Clearstead Advisors, LLC | 156 $ | -13.414 $ | -98,9 % | 13.570 $ | ||||||||
| Quarry LP | 918 $ | -12.643 $ | -93,2 % | 13.561 $ | ||||||||
| Geneos Wealth Management Inc. | 11.920 $ | +1.390 $ | +13,2 % | 10.530 $ | -2.910 $ | -21,7 % | 13.440 $ | +1.400 $ | +11,6 % | 12.040 $ | +1.930 $ | +19,1 % |
| Covestor Ltd | 11.000 $ | |||||||||||
| COMERICA BANK | 10.619 $ | -20.540 $ | -65,9 % | |||||||||
| Rockefeller Capital Management L.P. | 8.582 $ | |||||||||||
| Farther Finance Advisors, LLC | 6.043 $ | +628 $ | +11,6 % | 5.415 $ | -1.802 $ | -25,0 % | 7.217 $ | |||||
| Tower Research Capital LLC (TRC) | 4.768 $ | -739 $ | -13,4 % | 5.507 $ | +3.930 $ | +249,2 % | 1.577 $ | -5.278 $ | -77,0 % | |||
| Arax Advisory Partners | 5.257 $ | +5.246 $ | +47.690,9 % | 11 $ | ||||||||
| Essential Partners LLC | 4.077 $ | +3.982 $ | +4.191,6 % | 95 $ | -133 $ | -58,3 % | 228 $ | |||||
| CWM, LLC | 3.317 $ | -683 $ | -17,1 % | 4.000 $ | ||||||||
| Bare Financial Services, Inc | 1.788 $ | +209 $ | +13,2 % | 1.579 $ | -1.687 $ | -51,7 % | 3.266 $ | +786 $ | +31,7 % | 2.480 $ | +1.944 $ | +362,7 % |
| Commonwealth Retirement Investments LLC | 2.688 $ | |||||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.301 $ | +218 $ | +10,5 % | 2.083 $ | ||||||||
| Aster Capital Management (DIFC) Ltd | 914 $ | -1.193 $ | -56,6 % | 2.107 $ | +1.359 $ | +181,7 % | ||||||
| Marquette Asset Management, LLC | 2.070 $ | |||||||||||
| Atlantic Union Bankshares Corp | 1.788 $ | +208 $ | +13,2 % | 1.580 $ | -436 $ | -21,6 % | 2.016 $ | +210 $ | +11,6 % | 1.806 $ | +289 $ | +19,1 % |
| Parallel Advisors, LLC | 1.573 $ | +1.478 $ | +1.555,8 % | 95 $ | -1.477 $ | -94,0 % | 1.572 $ | +1.163 $ | +284,4 % | 409 $ | ||
| SJS Investment Consulting Inc. | 1.443 $ | +1.411 $ | +4.409,4 % | 32 $ | -9 $ | -22,0 % | 41 $ | +4 $ | +10,8 % | 37 $ | ||
| Blue Trust, Inc. | 706 $ | -74 $ | -9,5 % | 780 $ | -484 $ | -38,3 % | 1.264 $ | +202 $ | +19,0 % | |||
| Allworth Financial LP | 1.216 $ | -27 $ | -2,2 % | 1.243 $ | +826 $ | +198,1 % | 417 $ | |||||
| Root Financial Partners, LLC | 779 $ | -350 $ | -31,0 % | 1.129 $ | -75 $ | -6,2 % | 1.204 $ | |||||
| SIGNATUREFD, LLC | 1.144 $ | +133 $ | +13,2 % | 1.011 $ | ||||||||
| SageView Advisory Group, LLC | 861 $ | |||||||||||
| FIDUCIARY FINANCIAL ADVISORS | 847 $ | |||||||||||
| Rialto Wealth Management, LLC | 668 $ | +646 $ | +2.936,4 % | 22 $ | -113 $ | -83,7 % | 135 $ | +122 $ | +938,5 % | 13 $ | +2 $ | +18,2 % |
| CVA Family Office, LLC | 668 $ | +510 $ | +322,8 % | 158 $ | ||||||||
| MAI Capital Management | 601 $ | |||||||||||
| JFS WEALTH ADVISORS, LLC | 108 $ | +13 $ | +13,7 % | 95 $ | -403 $ | -80,9 % | 498 $ | |||||
| GAMMA Investing LLC | 370 $ | +44 $ | +13,5 % | 326 $ | ||||||||
| Keating Financial Advisory Services, Inc. | 310 $ | +299 $ | +2.718,2 % | 11 $ | -150 $ | -93,2 % | 161 $ | |||||
| Fortitude Family Office, LLC | 286 $ | +223 $ | +354,0 % | 63 $ | -18 $ | -22,2 % | 81 $ | -3 $ | -3,6 % | 84 $ | +13 $ | +18,3 % |
| Creative Capital Management Investments LLC | 143 $ | |||||||||||
| ROTHSCHILD INVESTMENT LLC | 24 $ | -50 $ | -67,6 % | 74 $ | -60 $ | -44,8 % | 134 $ | |||||
| HFM Investment Advisors, LLC | 72 $ | +51 $ | +242,9 % | 21 $ | -6 $ | -22,2 % | 27 $ | +3 $ | +12,5 % | 24 $ | +4 $ | +20,0 % |
| Bay Harbor Wealth Management, LLC | 36 $ | +5 $ | +16,1 % | 31 $ | -22 $ | -41,5 % | 53 $ | +17 $ | +47,2 % | 36 $ | +16 $ | +80,0 % |
| LRI Investments, LLC | 36 $ | |||||||||||
| Vermillion Wealth Management, Inc. | 32 $ | |||||||||||
| DecisionPoint Financial, LLC | 25 $ | |||||||||||
| Wealthspire Advisors, LLC | 12 $ | |||||||||||
| RAFFA WEALTH MANAGEMENT, LLC | 11 $ | |||||||||||
| Dunhill Financial, LLC | 11 $ | |||||||||||
| Avion Wealth | 0 $ | +0 $ | 0 $ | |||||||||
| Hemington Wealth Management | 0 $ | +0 $ | ||||||||||
| Navigoe, LLC | 0 $ | |||||||||||
| Cloud Capital Management, LLC | 0 $ | |||||||||||
| 1.118.487.711 $ | +154.443.802 $ | +662,7 % | 955.264.690 $ | -261.535.409 $ | +380,6 % | 1.223.257.903 $ | +140.813.566 $ | +51,8 % | 1.081.075.788 $ | +297.442.737 $ | +28.472,6 % | |