| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 5.537.992.856 $ | +743.621.640 $ | +988,7 % | 12.293.359.555 $ | +3.508.407.234 $ | +352,1 % | 8.732.149.689 $ | -47.806.875 $ | +72,8 % | 8.703.631.083 $ | +2.120.885.103 $ | +512,9 % |
| BANK OF AMERICA CORP /DE/ | 2.431.972.371 $ | +626.250.828 $ | +34,7 % | 1.805.721.543 $ | +591.827.901 $ | +48,8 % | 1.213.893.642 $ | +631.030.480 $ | +108,3 % | |||
| FRANKLIN TEMPLETON INC | 41.175.506 $ | +36.015.803 $ | +698,0 % | 5.159.703 $ | -1.952.930.211 $ | -99,7 % | 1.958.089.914 $ | +115.980.265 $ | +6,3 % | |||
| MORGAN STANLEY | 1.224.026.738 $ | +372.222.364 $ | +43,7 % | 851.804.374 $ | +382.958.909 $ | +81,7 % | 468.845.465 $ | +141.329.910 $ | +43,2 % | |||
| LPL Financial LLC | 907.907.109 $ | +312.505.710 $ | +52,5 % | 595.401.399 $ | +465.221.287 $ | +357,4 % | 130.180.112 $ | +52.151.824 $ | +66,8 % | 78.028.288 $ | +54.088.217 $ | +225,9 % |
| Cetera Investment Advisers | 546.260.557 $ | +104.612.824 $ | +23,7 % | 441.647.733 $ | +79.736.401 $ | +22,0 % | 361.911.332 $ | +115.561.482 $ | +46,9 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 506.555.072 $ | +38.665.734 $ | +8,3 % | 467.889.338 $ | +109.082.654 $ | +30,4 % | 358.806.684 $ | +82.412.619 $ | +29,8 % | 276.394.065 $ | +62.423.065 $ | +29,2 % |
| CULLEN/FROST BANKERS, INC. | 460.624.237 $ | +21.559.493 $ | +4,9 % | 439.064.744 $ | +80.402.217 $ | +22,4 % | 358.662.527 $ | +46.377.943 $ | +14,9 % | 312.284.584 $ | +62.655.837 $ | +25,1 % |
| UBS Group AG | 389.832.413 $ | +16.024.561 $ | +4,3 % | 373.807.852 $ | +86.406.907 $ | +30,1 % | 287.400.945 $ | +37.668.464 $ | +15,1 % | 249.732.481 $ | +51.353.591 $ | +25,9 % |
| GLENMEDE TRUST CO NA | 369.882.326 $ | +37.923.503 $ | +11,4 % | 331.958.823 $ | +39.422.802 $ | +13,5 % | 292.536.021 $ | |||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 359.854.887 $ | +93.172.289 $ | +34,9 % | 266.682.598 $ | +44.472.912 $ | +20,0 % | 222.209.686 $ | +43.100.413 $ | +24,1 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 316.866.150 $ | +64.161.812 $ | +25,4 % | 252.704.338 $ | +57.436.740 $ | +29,4 % | 195.267.598 $ | +24.503.812 $ | +14,3 % | |||
| Cambridge Investment Research Advisors, Inc. | 170.891.000 $ | -140.752.000 $ | -45,2 % | 311.643.000 $ | +217.225.000 $ | +230,1 % | 94.418.000 $ | +17.637.000 $ | +23,0 % | 76.781.000 $ | +29.379.000 $ | +62,0 % |
| WELLS FARGO & COMPANY/MN | 230.276.283 $ | +78.838.124 $ | +52,1 % | 151.438.159 $ | +62.240.854 $ | +69,8 % | 89.197.305 $ | +48.332.935 $ | +118,3 % | |||
| Modern Wealth Management, LLC | 194.075.017 $ | +86.740.142 $ | +80,8 % | 107.334.875 $ | +16.866.966 $ | +18,6 % | 90.467.909 $ | +39.353.125 $ | +77,0 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 164.783.098 $ | +65.536.431 $ | +66,0 % | 99.246.667 $ | +4.564.008 $ | +4,8 % | 94.682.659 $ | -36.422.170 $ | -27,8 % | 131.104.829 $ | +88.563.219 $ | +208,2 % |
| CWM, LLC | 155.869.878 $ | +7.123.878 $ | +4,8 % | 148.746.000 $ | +17.989.000 $ | +13,8 % | ||||||
| Allegheny Financial Group | 149.284.818 $ | +16.339.990 $ | +12,3 % | 132.944.828 $ | +27.065.791 $ | +25,6 % | 105.879.037 $ | +15.552.826 $ | +17,2 % | 90.326.211 $ | +29.640.229 $ | +48,8 % |
| STIFEL FINANCIAL CORP | 129.974.156 $ | +20.725.376 $ | +19,0 % | 109.248.780 $ | +9.187.859 $ | +9,2 % | 100.060.921 $ | +8.591.423 $ | +9,4 % | |||
| RFG Advisory, LLC | 127.653.695 $ | +62.198.999 $ | +95,0 % | 65.454.696 $ | +23.285.401 $ | +55,2 % | 42.169.295 $ | +6.145.188 $ | +17,1 % | 36.024.107 $ | +18.070.275 $ | +100,6 % |
| HighTower Advisors, LLC | 117.740.745 $ | +6.395.011 $ | +5,7 % | 111.345.734 $ | +23.783.352 $ | +27,2 % | 87.562.382 $ | +9.852.956 $ | +12,7 % | 77.709.426 $ | +25.999.844 $ | +50,3 % |
| Janney Montgomery Scott LLC | 111.359.000 $ | +109.647.000 $ | +6.404,6 % | 1.712.000 $ | -33.451.000 $ | -95,1 % | 35.163.000 $ | +13.313.000 $ | +60,9 % | |||
| Corient Private Wealth LP | 75.660.947 $ | +8.535.796 $ | +12,7 % | 67.125.151 $ | -39.359.440 $ | -37,0 % | 106.484.591 $ | +77.023.787 $ | +261,4 % | |||
| Amplius Wealth Advisors, LLC | 105.867.724 $ | +2.029.913 $ | +2,0 % | 103.837.811 $ | +12.037.453 $ | +13,1 % | 91.800.358 $ | -1.151.665 $ | -1,2 % | 92.952.023 $ | +7.219.884 $ | +8,4 % |
| JONES FINANCIAL COMPANIES LLLP | 97.853.927 $ | +42.524.319 $ | +76,9 % | 55.329.608 $ | +25.957.693 $ | +88,4 % | 29.371.915 $ | +20.740.369 $ | +240,3 % | |||
| OSAIC HOLDINGS, INC. | 95.019.164 $ | +70.322.774 $ | +284,7 % | 24.696.390 $ | +13.952.996 $ | +129,9 % | 10.743.394 $ | +8.681.640 $ | +421,1 % | |||
| Kestra Advisory Services, LLC | 86.416.003 $ | +10.142.247 $ | +13,3 % | 76.273.756 $ | +11.335.429 $ | +17,5 % | 64.938.327 $ | +19.667.215 $ | +43,4 % | 45.271.112 $ | +18.301.381 $ | +67,9 % |
| RAYMOND JAMES FINANCIAL INC | 84.267.368 $ | +32.012.920 $ | +61,3 % | 52.254.448 $ | +8.070.434 $ | +18,3 % | 44.184.014 $ | +21.369.947 $ | +93,7 % | |||
| Opal Wealth Advisors, LLC | 81.843.529 $ | +2.228.328 $ | +2,8 % | 79.615.201 $ | +6.830.440 $ | +9,4 % | 72.784.761 $ | +2.630.154 $ | +3,7 % | 70.154.607 $ | +5.505.014 $ | +8,5 % |
| Oak Barrel Wealth Advisory LLC | 78.898.428 $ | +5.382.062 $ | +7,3 % | 73.516.366 $ | +19.244.547 $ | +35,5 % | 54.271.819 $ | |||||
| Rockefeller Capital Management L.P. | 76.743.765 $ | +17.230.341 $ | +29,0 % | 59.513.424 $ | +29.194.707 $ | +96,3 % | 30.318.717 $ | +23.449.802 $ | +341,4 % | |||
| Sanctuary Advisors, LLC | 72.619.488 $ | +10.606.830 $ | +17,1 % | 62.012.658 $ | +15.658.978 $ | +33,8 % | 46.353.680 $ | -8.416.712 $ | -15,4 % | |||
| OneDigital Investment Advisors LLC | 68.666.847 $ | +19.602.528 $ | +40,0 % | 49.064.319 $ | +10.541.135 $ | +27,4 % | 38.523.184 $ | +16.158.987 $ | +72,3 % | 22.364.197 $ | +8.661.893 $ | +63,2 % |
| Private Advisor Group, LLC | 62.765.622 $ | +28.324.340 $ | +82,2 % | 34.441.282 $ | +27.952.453 $ | +430,8 % | 6.488.829 $ | +2.545.437 $ | +64,5 % | 3.943.392 $ | ||
| Capital Analysts, LLC | 60.690.000 $ | +10.053.000 $ | +19,9 % | 50.637.000 $ | +7.871.000 $ | +18,4 % | 42.766.000 $ | +7.664.000 $ | +21,8 % | |||
| AMERIPRISE FINANCIAL INC | 57.515.551 $ | +8.077.880 $ | +16,3 % | 49.437.671 $ | +6.364.599 $ | +14,8 % | 43.073.072 $ | |||||
| SAX WEALTH ADVISORS, LLC | 55.794.910 $ | +16.733.300 $ | +42,8 % | 39.061.610 $ | +7.954.118 $ | +25,6 % | 31.107.492 $ | -154.938 $ | -0,5 % | 31.262.430 $ | +8.486.316 $ | +37,3 % |
| MML INVESTORS SERVICES, LLC | 55.468.222 $ | +20.383.563 $ | +58,1 % | 35.084.659 $ | +1.643.515 $ | +4,9 % | 33.441.144 $ | +11.539.459 $ | +52,7 % | |||
| Bleakley Financial Group, LLC | 54.732.884 $ | +6.963.152 $ | +14,6 % | 47.769.732 $ | +12.269.058 $ | +34,6 % | 35.500.674 $ | |||||
| Wealthspire Advisors, LLC | 52.482.877 $ | +7.044.467 $ | +15,5 % | 45.438.410 $ | +7.391.888 $ | +19,4 % | 38.046.522 $ | +24.006.209 $ | +171,0 % | |||
| AUCTUS ADVISORS LLC | 49.991.526 $ | +1.852.692 $ | +3,8 % | 48.138.834 $ | +4.076.605 $ | +9,3 % | 44.062.229 $ | +473.521 $ | +1,1 % | 43.588.708 $ | ||
| Drake & Associates, LLC | 48.635.891 $ | +7.151.294 $ | +17,2 % | 41.484.597 $ | +5.217.660 $ | +14,4 % | 36.266.937 $ | +4.933.429 $ | +15,7 % | |||
| M&T BANK CORP | 48.197.165 $ | +3.426.254 $ | +7,7 % | 44.770.911 $ | +8.882.612 $ | +24,8 % | 35.888.299 $ | +17.587.905 $ | +96,1 % | 18.300.394 $ | +10.012.181 $ | +120,8 % |
| Harbor Group, Inc. | 47.049.023 $ | +2.399.577 $ | +5,4 % | 44.649.446 $ | +4.709.242 $ | +11,8 % | 39.940.204 $ | +1.284.480 $ | +3,3 % | 38.655.724 $ | +3.348.422 $ | +9,5 % |
| Geneos Wealth Management Inc. | 45.934.608 $ | +1.127.196 $ | +2,5 % | 44.807.412 $ | +5.337.860 $ | +13,5 % | 39.469.552 $ | +1.793.123 $ | +4,8 % | 37.676.429 $ | +5.793.542 $ | +18,2 % |
| Summit Investment Advisory Services, LLC | 45.225.182 $ | +1.102.567 $ | +2,5 % | 44.122.615 $ | ||||||||
| AdvisorNet Financial, Inc | 44.052.162 $ | +7.799.521 $ | +21,5 % | 36.252.641 $ | +6.239.444 $ | +20,8 % | 30.013.197 $ | +2.247.986 $ | +8,1 % | 27.765.211 $ | +6.809.496 $ | +32,5 % |
| TRUIST FINANCIAL CORP | 38.011.422 $ | +1.451.052 $ | +4,0 % | 36.560.370 $ | -5.864.182 $ | -13,8 % | 42.424.552 $ | +19.438.180 $ | +84,6 % | 22.986.372 $ | +2.358.695 $ | +11,4 % |
| Midwest Capital Advisors, LLC | 42.352.142 $ | +31.829.727 $ | +302,5 % | 10.522.415 $ | +2.882.021 $ | +37,7 % | 7.640.394 $ | +1.753.403 $ | +29,8 % | 5.886.991 $ | +1.242.315 $ | +26,7 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 42.334.000 $ | +7.131.000 $ | +20,3 % | 35.203.000 $ | ||||||||
| GGM Financial LLC | 41.164.717 $ | +62.865 $ | +0,2 % | 41.101.852 $ | +35.341.426 $ | +613,5 % | 5.760.426 $ | +767.716 $ | +15,4 % | 4.992.710 $ | +626.426 $ | +14,3 % |
| Embree Financial Group | 38.893.869 $ | -1.114.473 $ | -2,8 % | 40.008.342 $ | +4.357.183 $ | +12,2 % | 35.651.159 $ | +7.993.094 $ | +28,9 % | 27.658.065 $ | +13.236.519 $ | +91,8 % |
| HANCOCK WHITNEY CORP | 39.829.806 $ | +2.247.477 $ | +6,0 % | 37.582.329 $ | +7.046.317 $ | +23,1 % | 30.536.012 $ | |||||
| Bouchey Financial Group, Ltd. | 39.360.251 $ | |||||||||||
| Arete Wealth Advisors, LLC | 37.278.501 $ | +2.830.724 $ | +8,2 % | 34.447.777 $ | +1.910.121 $ | +5,9 % | 32.537.656 $ | +4.338.731 $ | +15,4 % | 28.198.925 $ | +2.588.174 $ | +10,1 % |
| ELEVATION POINT WEALTH PARTNERS, LLC | 37.061.627 $ | +36.827.173 $ | +15.707,6 % | 234.454 $ | +17.204 $ | +7,9 % | 217.250 $ | |||||
| Steward Partners Investment Advisory, LLC | 36.400.364 $ | +9.840.777 $ | +37,1 % | 26.559.587 $ | +5.792.399 $ | +27,9 % | 20.767.188 $ | +4.400.326 $ | +26,9 % | |||
| JANE STREET GROUP, LLC | 12.857.213 $ | -7.158.605 $ | -35,8 % | 20.015.818 $ | -15.362.510 $ | -43,4 % | 35.378.328 $ | +23.438.275 $ | +196,3 % | |||
| ROYAL BANK OF CANADA | 34.548.000 $ | +16.800.000 $ | +94,7 % | 17.748.000 $ | +1.553.000 $ | +9,6 % | 16.195.000 $ | +7.073.000 $ | +77,5 % | |||
| BAKER TILLY WEALTH MANAGEMENT, LLC | 34.035.576 $ | +3.835.868 $ | +12,7 % | 30.199.708 $ | +6.268.197 $ | +26,2 % | 23.931.511 $ | +2.965.922 $ | +14,1 % | 20.965.589 $ | +4.576.616 $ | +27,9 % |
| Marks Group Wealth Management, Inc | 33.740.891 $ | +4.074.413 $ | +13,7 % | 29.666.478 $ | +13.464.526 $ | +83,1 % | 16.201.952 $ | +15.213.311 $ | +1.538,8 % | 988.641 $ | ||
| Sowa Financial Group, Inc. | 30.957.000 $ | +1.039.000 $ | +3,5 % | 29.918.000 $ | +3.851.000 $ | +14,8 % | 26.067.000 $ | +46.000 $ | +0,2 % | 26.021.000 $ | +2.599.000 $ | +11,1 % |
| Atria Investments, Inc | 28.659.537 $ | +8.397.460 $ | +41,4 % | 20.262.077 $ | +2.036.672 $ | +11,2 % | 18.225.405 $ | +7.427.799 $ | +68,8 % | 10.797.606 $ | +1.573.982 $ | +17,1 % |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 24.120.486 $ | -4.387.466 $ | -15,4 % | 28.507.952 $ | +17.438.443 $ | +157,5 % | 11.069.509 $ | |||||
| Bucket List Wealth Management, LLC | 28.500.550 $ | +1.841.920 $ | +6,9 % | 26.658.630 $ | +10.625.760 $ | +66,3 % | 16.032.870 $ | |||||
| SILVER OAK SECURITIES, INCORPORATED | 28.349.681 $ | +6.892.557 $ | +32,1 % | 21.457.124 $ | +2.495.125 $ | +13,2 % | 18.961.999 $ | +511.812 $ | +2,8 % | 18.450.187 $ | +16.718.285 $ | +965,3 % |
| Baird Financial Group, Inc. | 27.105.608 $ | +4.002.732 $ | +17,3 % | 23.102.876 $ | +3.174.431 $ | +15,9 % | 19.928.445 $ | +2.586.176 $ | +14,9 % | |||
| Stratos Investment Management, LLC | 24.798.211 $ | +12.170.612 $ | +96,4 % | 12.627.599 $ | +4.569.858 $ | +56,7 % | 8.057.741 $ | |||||
| Valmark Advisers, Inc. | 24.528.285 $ | +3.979.009 $ | +19,4 % | 20.549.276 $ | +5.337.701 $ | +35,1 % | 15.211.575 $ | +8.181.307 $ | +116,4 % | 7.030.268 $ | +6.058.730 $ | +623,6 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 24.249.485 $ | +7.585.382 $ | +45,5 % | 16.664.103 $ | +5.941.966 $ | +55,4 % | 10.722.137 $ | +1.408.395 $ | +15,1 % | 9.313.742 $ | +1.896.292 $ | +25,6 % |
| Aurdan Capital Management, LLC | 23.779.016 $ | +3.754.512 $ | +18,7 % | 20.024.504 $ | +3.202.722 $ | +19,0 % | 16.821.782 $ | +2.478.444 $ | +17,3 % | |||
| MAI Capital Management | 23.619.610 $ | +6.134.891 $ | +35,1 % | 17.484.719 $ | +6.793.662 $ | +63,5 % | 10.691.057 $ | +3.774.255 $ | +54,6 % | |||
| CASTLE WEALTH MANAGEMENT LLC | 22.145.481 $ | -1.404.530 $ | -6,0 % | 23.550.011 $ | +3.891.985 $ | +19,8 % | 19.658.026 $ | +1.388.601 $ | +7,6 % | 18.269.425 $ | +932.080 $ | +5,4 % |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 23.339.901 $ | +1.723.113 $ | +8,0 % | 21.616.788 $ | ||||||||
| IAG Wealth Partners, LLC | 22.793.521 $ | +22.787.050 $ | +352.141,1 % | 6.471 $ | +578 $ | +9,8 % | 5.893 $ | +106 $ | +1,8 % | 5.787 $ | ||
| Piedmont Capital Management, LLC | 22.793.241 $ | |||||||||||
| Smartleaf Asset Management LLC | 22.432.212 $ | +8.876.988 $ | +65,5 % | 13.555.224 $ | +1.491.225 $ | +12,4 % | 12.063.999 $ | -461.355 $ | -3,7 % | 12.525.354 $ | +4.332.469 $ | +52,9 % |
| Retirement Management Systems Inc. | 22.345.607 $ | +3.247.925 $ | +17,0 % | 19.097.682 $ | +5.795.407 $ | +43,6 % | 13.302.275 $ | |||||
| Redhawk Wealth Advisors, Inc. | 22.317.069 $ | +2.634.273 $ | +13,4 % | 19.682.796 $ | +2.269.046 $ | +13,0 % | 17.413.750 $ | +3.734.366 $ | +27,3 % | 13.679.384 $ | +1.593.650 $ | +13,2 % |
| Snowden Capital Advisors LLC | 22.199.280 $ | +5.957.720 $ | +36,7 % | 16.241.560 $ | +561.852 $ | +3,6 % | 15.679.708 $ | |||||
| Towneley Capital Management, Inc / DE | 22.008.164 $ | +148.289 $ | +0,7 % | 21.859.875 $ | +1.771.598 $ | +8,8 % | 20.088.277 $ | +526.398 $ | +2,7 % | 19.561.879 $ | +1.358.759 $ | +7,5 % |
| Frontier Asset Management, LLC | 21.873.138 $ | +825.635 $ | +3,9 % | 21.047.503 $ | +1.923.106 $ | +10,1 % | 19.124.397 $ | +6.786.993 $ | +55,0 % | 12.337.404 $ | +1.478.023 $ | +13,6 % |
| Dogwood Wealth Management LLC | 17.745.344 $ | -3.994.696 $ | -18,4 % | 21.740.040 $ | +3.454.908 $ | +18,9 % | 18.285.132 $ | +1.437.944 $ | +8,5 % | 16.847.188 $ | ||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 21.227.231 $ | +235.308 $ | +1,1 % | 20.991.923 $ | +5.282.948 $ | +33,6 % | 15.708.975 $ | +7.913.610 $ | +101,5 % | 7.795.365 $ | +2.327.400 $ | +42,6 % |
| Vise Technologies, Inc. | 20.989.291 $ | +9.500.577 $ | +82,7 % | 11.488.714 $ | +8.793.563 $ | +326,3 % | 2.695.151 $ | +0 $ | +0,0 % | 2.695.151 $ | ||
| JPMORGAN CHASE & CO | 20.702.726 $ | +9.923.803 $ | +92,1 % | 10.778.923 $ | +3.150.241 $ | +41,3 % | 7.628.682 $ | +1.638.388 $ | +27,4 % | |||
| Cooper Financial Group | 17.718.989 $ | +885.255 $ | +5,3 % | 16.833.734 $ | +1.265.270 $ | +8,1 % | 15.568.464 $ | -3.913.717 $ | -20,1 % | 19.482.181 $ | +1.877.312 $ | +10,7 % |
| Haverford Trust Co | 18.980.428 $ | +2.583.374 $ | +15,8 % | 16.397.054 $ | +2.265.706 $ | +16,0 % | 14.131.348 $ | +3.563.659 $ | +33,7 % | |||
| Keystone Financial Services, LLC | 18.851.864 $ | +1.622.431 $ | +9,4 % | 17.229.433 $ | +1.033.856 $ | +6,4 % | 16.195.577 $ | +1.238.274 $ | +8,3 % | |||
| Prime Capital Investment Advisors, LLC | 18.040.705 $ | -699.304 $ | -3,7 % | 18.740.009 $ | +1.205.471 $ | +6,9 % | 17.534.538 $ | +1.142.799 $ | +7,0 % | 16.391.739 $ | +13.538.622 $ | +474,5 % |
| Weil Company, Inc. | 13.578.039 $ | +913.705 $ | +7,2 % | 12.664.334 $ | -5.610.304 $ | -30,7 % | 18.274.638 $ | +1.940.260 $ | +11,9 % | 16.334.378 $ | +2.344.838 $ | +16,8 % |
| Merit Financial Group, LLC | 17.930.420 $ | +1.953.877 $ | +12,2 % | 15.976.543 $ | +5.249.703 $ | +48,9 % | 10.726.840 $ | +4.732.576 $ | +79,0 % | 5.994.264 $ | +2.441.106 $ | +68,7 % |
| Able Wealth Management LLC | 17.709.916 $ | +737.530 $ | +4,3 % | 16.972.386 $ | +636.120 $ | +3,9 % | 16.336.266 $ | +4.086.536 $ | +33,4 % | 12.249.730 $ | +2.621.554 $ | +27,2 % |
| Ameritas Advisory Services, LLC | 17.681.595 $ | +15.365.909 $ | +663,6 % | 2.315.686 $ | +1.284.906 $ | +124,7 % | 1.030.780 $ | +575.447 $ | +126,4 % | |||
| BridgePort Financial Solutions, LLC | 17.558.194 $ | +315.078 $ | +1,8 % | 17.243.116 $ | -297.599 $ | -1,7 % | 17.540.715 $ | +1.259.840 $ | +7,7 % | 16.280.875 $ | +1.483.648 $ | +10,0 % |
| HARBOUR INVESTMENTS, INC. | 17.320.794 $ | +3.171.805 $ | +22,4 % | 14.148.989 $ | +2.666.474 $ | +23,2 % | 11.482.515 $ | +3.617.472 $ | +46,0 % | 7.865.043 $ | +2.308.720 $ | +41,6 % |
| Allworth Financial LP | 17.184.864 $ | +15.794.865 $ | +1.136,3 % | 1.389.999 $ | +204.466 $ | +17,2 % | 1.185.533 $ | +505.815 $ | +74,4 % | 679.718 $ | +488.852 $ | +256,1 % |
| IVC Wealth Advisors LLC | 16.775.900 $ | +538.762 $ | +3,3 % | 16.237.138 $ | +1.341.240 $ | +9,0 % | 14.895.898 $ | +685.701 $ | +4,8 % | 14.210.197 $ | +1.066.878 $ | +8,1 % |
| CENTRAL TRUST Co | 16.308.149 $ | +868.719 $ | +5,6 % | 15.439.430 $ | +1.398.372 $ | +10,0 % | 14.041.058 $ | -84.107 $ | -0,6 % | 14.125.165 $ | +949.861 $ | +7,2 % |
| Quantinno Capital Management LP | 16.226.863 $ | +15.169.979 $ | +1.435,3 % | 1.056.884 $ | +449.314 $ | +74,0 % | 607.570 $ | +281.075 $ | +86,1 % | |||
| Midwest Financial Partners Investments, Inc. | 15.693.867 $ | -133.733 $ | -0,8 % | 15.827.600 $ | +3.139.976 $ | +24,7 % | 12.687.624 $ | +795.410 $ | +6,7 % | 11.892.214 $ | ||
| Rollins Financial Advisors, LLC | 15.770.379 $ | +2.140.757 $ | +15,7 % | 13.629.622 $ | +1.753.338 $ | +14,8 % | 11.876.284 $ | +2.320.465 $ | +24,3 % | 9.555.819 $ | +4.005.524 $ | +72,2 % |
| Arax Advisory Partners | 15.475.801 $ | +15.445.585 $ | +51.117,2 % | 30.216 $ | +6.009 $ | +24,8 % | 24.207 $ | |||||
| Trademark Financial Management, LLC | 15.191.289 $ | +1.210.660 $ | +8,7 % | 13.980.629 $ | +2.646.733 $ | +23,4 % | 11.333.896 $ | +2.237.851 $ | +24,6 % | 9.096.045 $ | +2.947.398 $ | +47,9 % |
| IronBridge Private Wealth, LLC | 15.112.284 $ | -35.632 $ | -0,2 % | 15.147.916 $ | +0 $ | +0,0 % | ||||||
| IFP Advisors, Inc | 15.120.531 $ | +6.277.113 $ | +71,0 % | 8.843.418 $ | +1.741.627 $ | +24,5 % | 7.101.791 $ | +2.567.102 $ | +56,6 % | 4.534.689 $ | +1.069.320 $ | +30,9 % |
| Next Level Private LLC | 14.938.697 $ | +1.819.552 $ | +13,9 % | 13.119.145 $ | +4.531.008 $ | +52,8 % | 8.588.137 $ | +4.610.703 $ | +115,9 % | 3.977.434 $ | +3.133.032 $ | +371,0 % |
| Coign Capital Advisors LLC | 14.785.231 $ | +1.399.295 $ | +10,5 % | 13.385.936 $ | +527.495 $ | +4,1 % | 12.858.441 $ | +1.207.501 $ | +10,4 % | |||
| Key Client Fiduciary Advisors, LLC | 14.578.398 $ | +1.952.114 $ | +15,5 % | 12.626.284 $ | +3.015.272 $ | +31,4 % | 9.611.012 $ | +3.468.272 $ | +56,5 % | 6.142.740 $ | +5.648.463 $ | +1.142,8 % |
| MGO ONE SEVEN LLC | 13.088.762 $ | -1.324.394 $ | -9,2 % | 14.413.156 $ | +3.315.944 $ | +29,9 % | 11.097.212 $ | +5.177.338 $ | +87,5 % | 5.919.874 $ | +3.699.941 $ | +166,7 % |
| J.W. COLE ADVISORS, INC. | 14.323.778 $ | +2.776.657 $ | +24,0 % | 11.547.121 $ | +4.463.582 $ | +63,0 % | 7.083.539 $ | +1.652.369 $ | +30,4 % | |||
| Greenbush Financial Group, LLC | 14.217.057 $ | |||||||||||
| Colonial River Investments, LLC | 10.413.695 $ | +1.569.876 $ | +17,8 % | 8.843.819 $ | -5.052.981 $ | -36,4 % | 13.896.800 $ | |||||
| Green Ridge Wealth Planning LLC | 13.629.159 $ | +3.107.729 $ | +29,5 % | 10.521.430 $ | +2.286.219 $ | +27,8 % | 8.235.211 $ | |||||
| Qube Research & Technologies Ltd | 13.551.528 $ | +1.600.187 $ | +13,4 % | 11.951.341 $ | +8.895.417 $ | +291,1 % | 3.055.924 $ | +830.468 $ | +37,3 % | |||
| Horizon Wealth Management, LLC | 13.330.499 $ | |||||||||||
| Brookstone Capital Management | 11.538.430 $ | +3.969.446 $ | +52,4 % | 7.568.984 $ | -5.392.531 $ | -41,6 % | 12.961.515 $ | |||||
| Integrated Advisors Network LLC | 12.925.019 $ | +975.331 $ | +8,2 % | 11.949.688 $ | +1.455.874 $ | +13,9 % | 10.493.814 $ | -45.217 $ | -0,4 % | 10.539.031 $ | +3.839.168 $ | +57,3 % |
| Prosperity Financial Group, Inc. | 11.222.227 $ | +28.625 $ | +0,3 % | 11.193.602 $ | +1.359.506 $ | +13,8 % | 9.834.096 $ | -3.017.109 $ | -23,5 % | 12.851.205 $ | -2.023.693 $ | -13,6 % |
| NewEdge Advisors, LLC | 12.450.395 $ | +712.297 $ | +6,1 % | 11.738.098 $ | +3.383.420 $ | +40,5 % | 8.354.678 $ | |||||
| U.S. Capital Wealth Advisors, LLC | 12.222.692 $ | +1.159.927 $ | +10,5 % | 11.062.765 $ | +8.753.343 $ | +379,0 % | ||||||
| KELLEHER FINANCIAL ADVISORS | 12.120.050 $ | +1.316.125 $ | +12,2 % | 10.803.925 $ | ||||||||
| Stratos Wealth Partners, LTD. | 12.044.690 $ | +11.278.482 $ | +1.472,0 % | 766.208 $ | +82.277 $ | +12,0 % | 683.931 $ | |||||
| GOLDMAN SACHS GROUP INC | 11.990.808 $ | +8.152.873 $ | +212,4 % | 3.837.935 $ | +2.673.103 $ | +229,5 % | 1.164.832 $ | +707.174 $ | +154,5 % | |||
| Stonebridge Financial Group, LLC / MO | 11.943.486 $ | +7.301.246 $ | +157,3 % | 4.642.240 $ | +885.624 $ | +23,6 % | 3.756.616 $ | |||||
| Nicht ausgewiesen | 11.511.487 $ | +2.422.492 $ | +26,7 % | 9.088.995 $ | +2.091.514 $ | +29,9 % | 6.997.481 $ | +3.420.544 $ | +95,6 % | |||
| New England Private Wealth Advisors LLC | 11.409.561 $ | +306.776 $ | +2,8 % | 11.102.785 $ | +3.694.945 $ | +49,9 % | 7.407.840 $ | +1.129.905 $ | +18,0 % | 6.277.935 $ | +962.098 $ | +18,1 % |
| CENTAURUS FINANCIAL, INC. | 11.323.000 $ | +1.097.000 $ | +10,7 % | 10.226.000 $ | ||||||||
| Patriot Financial Group Insurance Agency, LLC | 7.076.720 $ | +579.868 $ | +8,9 % | 6.496.852 $ | -4.818.562 $ | -42,6 % | 11.315.414 $ | +5.378.175 $ | +90,6 % | 5.937.239 $ | +54.550 $ | +0,9 % |
| ROBINSON SMITH WEALTH ADVISORS LLC | 10.927.069 $ | +872.188 $ | +8,7 % | 10.054.881 $ | +1.290.988 $ | +14,7 % | 8.763.893 $ | +6.317.240 $ | +258,2 % | 2.446.653 $ | ||
| CONDOR CAPITAL MANAGEMENT | 8.790.772 $ | -99.791 $ | -1,1 % | 8.890.563 $ | -133.009 $ | -1,5 % | 9.023.572 $ | -1.404.290 $ | -13,5 % | 10.427.862 $ | +5.169.596 $ | +98,3 % |
| MERCER GLOBAL ADVISORS INC /ADV | 10.250.183 $ | +9.274.879 $ | +951,0 % | 975.304 $ | ||||||||
| StoneCrest Wealth Management, Inc. | 10.248.482 $ | +166.394 $ | +1,7 % | 10.082.088 $ | +574.078 $ | +6,0 % | 9.508.010 $ | +235.700 $ | +2,5 % | 9.272.310 $ | +1.336.045 $ | +16,8 % |
| Cornerstone Wealth Management, LLC | 10.184.222 $ | +21.455 $ | +0,2 % | 10.162.767 $ | +3.883.723 $ | +61,9 % | 6.279.044 $ | +6.161.076 $ | +5.222,7 % | 117.968 $ | ||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 211.028 $ | -9.815.094 $ | -97,9 % | 10.026.122 $ | +1.116.580 $ | +12,5 % | 8.909.542 $ | |||||
| Diversify Advisory Services, LLC | 211.028 $ | -9.815.094 $ | -97,9 % | 10.026.122 $ | +2.035.746 $ | +25,5 % | 7.990.376 $ | +2.765.426 $ | +52,9 % | |||
| CAPTRUST FINANCIAL ADVISORS | 10.024.934 $ | +739.783 $ | +8,0 % | 9.285.151 $ | +2.374.129 $ | +34,4 % | 6.911.022 $ | |||||
| Horizon Family Wealth, Inc. | 10.010.045 $ | +1.441.682 $ | +16,8 % | 8.568.363 $ | +4.403.472 $ | +105,7 % | 4.164.891 $ | +261.052 $ | +6,7 % | |||
| Russell Investments Group, Ltd. | 9.684.146 $ | -104.730 $ | -1,1 % | 9.788.876 $ | +9.497.382 $ | +3.258,2 % | 291.494 $ | +197.164 $ | +209,0 % | 94.330 $ | +91.596 $ | +3.350,3 % |
| Tower Wealth Partners, Inc. | 9.569.072 $ | +1.413.947 $ | +17,3 % | 8.155.125 $ | +5.104.031 $ | +167,3 % | 3.051.094 $ | |||||
| Foundry Financial Group, Inc. | 9.104.155 $ | +372.854 $ | +4,3 % | 8.731.301 $ | +984.682 $ | +12,7 % | 7.746.619 $ | +241.559 $ | +3,2 % | 7.505.060 $ | +566.861 $ | +8,2 % |
| Visionary Wealth Advisors | 8.645.993 $ | -127.190 $ | -1,4 % | 8.773.183 $ | -315.557 $ | -3,5 % | 9.088.740 $ | +242.509 $ | +2,7 % | 8.846.231 $ | +3.708.681 $ | +72,2 % |
| PRUDENTIAL PLC | 8.895.264 $ | |||||||||||
| Midwest Financial Group LLC | 8.772.997 $ | +335.250 $ | +4,0 % | 8.437.747 $ | +1.262.970 $ | +17,6 % | 7.174.777 $ | +325.432 $ | +4,8 % | 6.849.345 $ | ||
| Vestmark Advisory Solutions, Inc. | 8.748.021 $ | +8.530.771 $ | +3.926,7 % | 217.250 $ | ||||||||
| DENVER WEALTH MANAGEMENT, INC. | 8.747.107 $ | |||||||||||
| Farther Finance Advisors, LLC | 8.632.069 $ | +7.183.229 $ | +495,8 % | 1.448.840 $ | -299.566 $ | -17,1 % | 1.748.406 $ | +172.995 $ | +11,0 % | 1.575.411 $ | +1.236.130 $ | +364,3 % |
| BENJAMIN EDWARDS INC | 8.509.681 $ | +1.986.942 $ | +30,5 % | 6.522.739 $ | +458.105 $ | +7,6 % | 6.064.634 $ | +1.294.936 $ | +27,1 % | |||
| N.E.W. Advisory Services LLC | 8.417.063 $ | +213.202 $ | +2,6 % | 8.203.861 $ | +686.880 $ | +9,1 % | 7.516.981 $ | |||||
| Sumitomo Mitsui Trust Group, Inc. | 8.161.152 $ | +1.631.808 $ | +25,0 % | 6.529.344 $ | ||||||||
| SeaCrest Wealth Management, LLC | 8.134.760 $ | +628.684 $ | +8,4 % | 7.506.076 $ | +957.122 $ | +14,6 % | 6.548.954 $ | -62.553 $ | -0,9 % | 6.611.507 $ | +2.070.821 $ | +45,6 % |
| Sovran Advisors, LLC | 7.931.918 $ | +424.508 $ | +5,7 % | 7.507.410 $ | +378.724 $ | +5,3 % | 7.128.686 $ | +493.142 $ | +7,4 % | 6.635.544 $ | +1.190.184 $ | +21,9 % |
| Uniting Wealth Partners, LLC | 7.872.740 $ | +479.922 $ | +6,5 % | 7.392.818 $ | +763.740 $ | +11,5 % | 6.629.078 $ | |||||
| Sigma Planning Corp | 7.776.961 $ | +1.014.282 $ | +15,0 % | 6.762.679 $ | +1.344.826 $ | +24,8 % | 5.417.853 $ | +1.890.557 $ | +53,6 % | 3.527.296 $ | +682.585 $ | +24,0 % |
| Per Stirling Capital Management, LLC. | 7.731.523 $ | +938.027 $ | +13,8 % | 6.793.496 $ | +270.217 $ | +4,1 % | 6.523.279 $ | +678.091 $ | +11,6 % | |||
| Essex Financial Services, Inc. | 7.660.844 $ | +1.082.796 $ | +16,5 % | 6.578.048 $ | +1.290.304 $ | +24,4 % | 5.287.744 $ | +1.017.971 $ | +23,8 % | |||
| Summit Financial, LLC | 7.548.671 $ | +3.735.473 $ | +98,0 % | 3.813.198 $ | ||||||||
| Secure Asset Management, LLC | 7.541.308 $ | +1.193.555 $ | +18,8 % | 6.347.753 $ | +5.421.952 $ | +585,6 % | 925.801 $ | +515.587 $ | +125,7 % | 410.214 $ | ||
| Elequin Capital, LP | 7.365.046 $ | +3.818.481 $ | +107,7 % | 3.546.565 $ | ||||||||
| Everest Financial Group LLC | 7.357.101 $ | +3.285.167 $ | +80,7 % | 4.071.934 $ | +1.474.091 $ | +56,7 % | 2.597.843 $ | +2.310.615 $ | +804,5 % | 287.228 $ | ||
| Prentice Wealth Management LLC | 7.019.502 $ | +790.687 $ | +12,7 % | 6.228.815 $ | +639.382 $ | +11,4 % | 5.589.433 $ | |||||
| ERn Financial, LLC | 6.933.159 $ | +183.812 $ | +2,7 % | 6.749.347 $ | +650.995 $ | +10,7 % | 6.098.352 $ | -248.455 $ | -3,9 % | 6.346.807 $ | +713.107 $ | +12,7 % |
| LexAurum Advisors, LLC | 6.267.552 $ | -356.821 $ | -5,4 % | 6.624.373 $ | +5.893.505 $ | +806,4 % | ||||||
| ATX Financial Planning, LLC | 6.570.724 $ | +1.153.836 $ | +21,3 % | 5.416.888 $ | +1.444.685 $ | +36,4 % | 3.972.203 $ | +2.776.922 $ | +232,3 % | 1.195.281 $ | ||
| Indivisible Partners | 6.562.111 $ | +1.558.029 $ | +31,1 % | 5.004.082 $ | +580.713 $ | +13,1 % | 4.423.369 $ | +764.181 $ | +20,9 % | 3.659.188 $ | ||
| OLD MISSION CAPITAL LLC | 2.752.275 $ | -3.798.590 $ | -58,0 % | 6.550.865 $ | +3.686.076 $ | +128,7 % | 2.864.789 $ | +2.054.835 $ | +253,7 % | |||
| Focus Financial Network, Inc. | 4.338.347 $ | -1.740.535 $ | -28,6 % | 6.078.882 $ | -327.949 $ | -5,1 % | 6.406.831 $ | |||||
| Cannon Wealth Management Services, LLC | 6.152.226 $ | +804.469 $ | +15,0 % | 5.347.757 $ | +254.608 $ | +5,0 % | 5.093.149 $ | -1.765.644 $ | -25,7 % | |||
| IFG Advisory, LLC | 6.105.516 $ | +616.263 $ | +11,2 % | 5.489.253 $ | ||||||||
| Elyxium Wealth, LLC | 5.533.372 $ | -566.312 $ | -9,3 % | 6.099.684 $ | +2.972.433 $ | +95,0 % | 3.127.251 $ | +978.414 $ | +45,5 % | 2.148.837 $ | +1.179.883 $ | +121,8 % |
| Ballew Advisors, Inc | 6.073.715 $ | +1.264.454 $ | +26,3 % | 4.809.261 $ | +1.693.487 $ | +54,4 % | 3.115.774 $ | +685.528 $ | +28,2 % | 2.430.246 $ | +598.642 $ | +32,7 % |
| Kingsview Wealth Management, LLC | 5.854.121 $ | +2.335.225 $ | +66,4 % | 3.518.896 $ | +2.102.732 $ | +148,5 % | 1.416.164 $ | |||||
| Sequent Planning LLC | 5.681.347 $ | +1.590.350 $ | +38,9 % | 4.090.997 $ | +585.454 $ | +16,7 % | 3.505.543 $ | +919.492 $ | +35,6 % | |||
| MCCARTER PRIVATE WEALTH SERVICES LLC | 5.580.696 $ | -71.534 $ | -1,3 % | 5.652.230 $ | +5.205.429 $ | +1.165,0 % | 446.801 $ | -9.732 $ | -2,1 % | |||
| Clarity Asset Management, Inc. | 5.627.527 $ | +563.579 $ | +11,1 % | 5.063.948 $ | +4.218.624 $ | +499,1 % | 845.324 $ | +748.661 $ | +774,5 % | 96.663 $ | ||
| D.A. DAVIDSON & CO. | 5.587.583 $ | +400.666 $ | +7,7 % | 5.186.917 $ | -324.729 $ | -5,9 % | 5.511.646 $ | +1.798.419 $ | +48,4 % | 3.713.227 $ | -2.683.089 $ | -41,9 % |
| Clark Capital Management Group, Inc. | 5.568.255 $ | +178.103 $ | +3,3 % | 5.390.152 $ | ||||||||
| Global Retirement Partners, LLC | 5.551.622 $ | +2.683.336 $ | +93,6 % | 2.868.286 $ | +2.494.352 $ | +667,1 % | 373.934 $ | |||||
| Prota Financial, LLC | 5.534.595 $ | +168.748 $ | +3,1 % | 5.365.847 $ | +380.348 $ | +7,6 % | 4.985.499 $ | -313.564 $ | -5,9 % | 5.299.063 $ | ||
| Beacon Pointe Advisors, LLC | 5.522.664 $ | +1.525.985 $ | +38,2 % | 3.996.679 $ | +1.579.312 $ | +65,3 % | 2.417.367 $ | +1.942.020 $ | +408,5 % | |||
| Empire Life Investments Inc. | 5.341.778 $ | -179.719 $ | -3,3 % | 5.521.497 $ | +1.092.204 $ | +24,7 % | 4.429.293 $ | -967.599 $ | -17,9 % | 5.396.892 $ | +1.327.970 $ | +32,6 % |
| RDA Financial Network | 5.449.445 $ | -45.573 $ | -0,8 % | 5.495.018 $ | +881.373 $ | +19,1 % | 4.613.645 $ | +339.316 $ | +7,9 % | 4.274.329 $ | ||
| Mutual Advisors, LLC | 5.462.347 $ | +4.812.247 $ | +740,2 % | 650.100 $ | +78.815 $ | +13,8 % | 571.285 $ | |||||
| Equitable Holdings, Inc. | 5.456.241 $ | +4.420.191 $ | +426,6 % | 1.036.050 $ | ||||||||
| CHEMUNG CANAL TRUST CO | 5.314.089 $ | +1.486.730 $ | +38,8 % | 3.827.359 $ | +254.460 $ | +7,1 % | 3.572.899 $ | +94.057 $ | +2,7 % | 3.478.842 $ | ||
| Prostatis Group LLC | 2.747.067 $ | -2.564.555 $ | -48,3 % | 5.311.622 $ | +37.662 $ | +0,7 % | 5.273.960 $ | +1.547.070 $ | +41,5 % | |||
| Independent Advisor Alliance | 99.034 $ | -5.198.748 $ | -98,1 % | 5.297.782 $ | ||||||||
| Sandhill Capital Partners LLC | 5.261.912 $ | +3.456.859 $ | +191,5 % | 1.805.053 $ | ||||||||
| Tempus Wealth Planning, LLC | 5.241.273 $ | +504.650 $ | +10,7 % | 4.736.623 $ | +1.389.508 $ | +41,5 % | 3.347.115 $ | +283.166 $ | +9,2 % | 3.063.949 $ | +272.791 $ | +9,8 % |
| STEPHENS INC /AR/ | 5.236.438 $ | +908.454 $ | +21,0 % | 4.327.984 $ | +335.300 $ | +8,4 % | 3.992.684 $ | +1.066.773 $ | +36,5 % | |||
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 5.063.717 $ | +2.601.223 $ | +105,6 % | 2.462.494 $ | +127.897 $ | +5,5 % | 2.334.597 $ | -37.687 $ | -1,6 % | |||
| Nicht ausgewiesen | 5.012.318 $ | +222.763 $ | +4,7 % | 4.789.555 $ | +577.085 $ | +13,7 % | 4.212.470 $ | +396.529 $ | +10,4 % | 3.815.941 $ | +502.065 $ | +15,2 % |
| SilverOak Wealth Management LLC | 5.011.314 $ | |||||||||||
| Avidian Wealth Enterprises, LLC | 3.945.893 $ | -804.951 $ | -16,9 % | 4.750.844 $ | -132.768 $ | -2,7 % | 4.883.612 $ | +70.246 $ | +1,5 % | 4.813.366 $ | +105.488 $ | +2,2 % |
| USAdvisors Wealth Management, LLC | 4.877.000 $ | +157.000 $ | +3,3 % | 4.720.000 $ | +287.000 $ | +6,5 % | 4.433.000 $ | +86.000 $ | +2,0 % | 4.347.000 $ | ||
| Concurrent Investment Advisors, LLC | 4.862.149 $ | +3.741.120 $ | +333,7 % | 1.121.029 $ | +6.063 $ | +0,5 % | 1.114.966 $ | -2.901 $ | -0,3 % | 1.117.867 $ | ||
| US BANCORP \DE\ | 4.821.679 $ | +191.646 $ | +4,1 % | 4.630.033 $ | +299.091 $ | +6,9 % | 4.330.942 $ | +328.986 $ | +8,2 % | 4.001.956 $ | +130.007 $ | +3,4 % |
| MARSHALL WACE, LLP | 4.568.890 $ | |||||||||||
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 4.565.793 $ | +2.072.070 $ | +83,1 % | 2.493.723 $ | +606.772 $ | +32,2 % | 1.886.951 $ | |||||
| Belpointe Asset Management LLC | 4.275.847 $ | -257.028 $ | -5,7 % | 4.532.875 $ | +668.915 $ | +17,3 % | 3.863.960 $ | +645.938 $ | +20,1 % | 3.218.022 $ | +1.333.594 $ | +70,8 % |
| BANK OF MONTREAL /CAN/ | 392.926 $ | +55.059 $ | +16,3 % | 337.867 $ | -421.123 $ | -55,5 % | 758.990 $ | -3.680.363 $ | -82,9 % | 4.439.353 $ | +264.485 $ | +6,3 % |
| IRON Financial LLC | 4.371.272 $ | -53.425 $ | -1,2 % | 4.424.697 $ | +1.575.889 $ | +55,3 % | 2.848.808 $ | |||||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4.342.273 $ | +219.344 $ | +5,3 % | 4.122.929 $ | +364.485 $ | +9,7 % | 3.758.444 $ | +2.138.613 $ | +132,0 % | 1.619.831 $ | +157.525 $ | +10,8 % |
| FIFTH THIRD SECURITIES, INC. | 4.331.818 $ | +1.037.281 $ | +31,5 % | 3.294.537 $ | +2.341.078 $ | +245,5 % | 953.459 $ | +111.704 $ | +13,3 % | 841.755 $ | +116.369 $ | +16,0 % |
| CreativeOne Wealth, LLC | 4.251.275 $ | |||||||||||
| Patten Group, Inc. | 4.240.525 $ | +1.298.598 $ | +44,1 % | 2.941.927 $ | +192.586 $ | +7,0 % | 2.749.341 $ | +302.263 $ | +12,4 % | 2.447.078 $ | +1.330.174 $ | +119,1 % |
| NATIXIS ADVISORS, LLC | 4.143.000 $ | +2.510.000 $ | +153,7 % | 1.633.000 $ | +1.080.000 $ | +195,3 % | 553.000 $ | |||||
| Wavvest Wealth LLC | 4.130.845 $ | |||||||||||
| Spire Wealth Management | 4.113.828 $ | +281.761 $ | +7,4 % | 3.832.067 $ | +451.355 $ | +13,4 % | 3.380.712 $ | +309.332 $ | +10,1 % | 3.071.380 $ | +446.499 $ | +17,0 % |
| Athena Wealth Management, LLC | 4.097.102 $ | +249.957 $ | +6,5 % | 3.847.145 $ | +345.282 $ | +9,9 % | 3.501.863 $ | +15.425 $ | +0,4 % | 3.486.438 $ | ||
| FMR LLC | 4.088.249 $ | +3.051.855 $ | +294,5 % | 1.036.394 $ | +376.160 $ | +57,0 % | 660.234 $ | +551.941 $ | +509,7 % | 108.293 $ | +108.168 $ | +86.534,4 % |
| Nuveen, LLC | 4.085.672 $ | +1.836.178 $ | +81,6 % | 2.249.494 $ | ||||||||
| Laurel Wealth Planning LLC | 3.998.226 $ | +93.621 $ | +2,4 % | 3.904.605 $ | ||||||||
| Wealthcare Advisory Partners LLC | 3.995.112 $ | +273.700 $ | +7,4 % | 3.721.412 $ | +1.594.131 $ | +74,9 % | 2.127.281 $ | +285.535 $ | +15,5 % | 1.841.746 $ | -561.739 $ | -23,4 % |
| FIFTH THIRD BANCORP | 3.860.168 $ | -71.389 $ | -1,8 % | 3.931.557 $ | +1.074.825 $ | +37,6 % | 2.856.732 $ | +2.673.549 $ | +1.459,5 % | 183.183 $ | +120.555 $ | +192,5 % |
| Evolution Wealth Advisors, LLC | 3.254.628 $ | -111.249 $ | -3,3 % | 3.365.877 $ | -83.554 $ | -2,4 % | 3.449.431 $ | -479.609 $ | -12,2 % | 3.929.040 $ | -230.962 $ | -5,6 % |
| VICTORY FINANCIAL GROUP, LLC | 3.873.009 $ | +276.192 $ | +7,7 % | 3.596.817 $ | +885.379 $ | +32,7 % | 2.711.438 $ | +652.710 $ | +31,7 % | 2.058.728 $ | ||
| Waverly Advisors, LLC | 3.855.471 $ | +225.613 $ | +6,2 % | 3.629.858 $ | +258.681 $ | +7,7 % | 3.371.177 $ | +2.766.219 $ | +457,3 % | |||
| Integrated Wealth Concepts LLC | 3.852.719 $ | +2.734.825 $ | +244,6 % | 1.117.894 $ | +484.461 $ | +76,5 % | 633.433 $ | |||||
| FLAGSHIP HARBOR ADVISORS, LLC | 3.809.572 $ | +2.142.309 $ | +128,5 % | 1.667.263 $ | +722.625 $ | +76,5 % | 944.638 $ | +610.315 $ | +182,6 % | 334.323 $ | ||
| Faithward Advisors, LLC | 3.808.054 $ | +232.803 $ | +6,5 % | 3.575.251 $ | +489.068 $ | +15,8 % | 3.086.183 $ | |||||
| Professional Financial Advisors, LLC | 3.806.361 $ | +273.524 $ | +7,7 % | 3.532.837 $ | +232.465 $ | +7,0 % | 3.300.372 $ | -353.126 $ | -9,7 % | 3.653.498 $ | -12.794 $ | -0,3 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.789.647 $ | +416.250 $ | +12,3 % | 3.373.397 $ | +323.863 $ | +10,6 % | 3.049.534 $ | +1.190.835 $ | +64,1 % | 1.858.699 $ | +366.861 $ | +24,6 % |
| NATIONAL BANK OF CANADA /FI/ | 3.645.785 $ | +461.686 $ | +14,5 % | 3.184.099 $ | +69.863 $ | +2,2 % | ||||||
| ArborFi Advisors, LLC | 3.565.328 $ | |||||||||||
| BCS Wealth Management | 1.657.196 $ | -133.208 $ | -7,4 % | 1.790.404 $ | +31.608 $ | +1,8 % | 1.758.796 $ | -1.770.080 $ | -50,2 % | 3.528.876 $ | ||
| WEDBUSH SECURITIES INC | 3.509.000 $ | +478.000 $ | +15,8 % | 3.031.000 $ | +1.966.000 $ | +184,6 % | 1.065.000 $ | +705.000 $ | +195,8 % | 360.000 $ | +77.000 $ | +27,2 % |
| Continuum Advisory, LLC | 3.475.959 $ | +1.579.313 $ | +83,3 % | 1.896.646 $ | +1.268.190 $ | +201,8 % | 628.456 $ | |||||
| Western Wealth Management, LLC | 3.464.210 $ | +2.924.038 $ | +541,3 % | 540.172 $ | +243.908 $ | +82,3 % | 296.264 $ | |||||
| FIRST UNITED BANK & TRUST | 3.441.032 $ | +902.040 $ | +35,5 % | 2.538.992 $ | +1.342.104 $ | +112,1 % | 1.196.888 $ | |||||
| TCFG Investment Advisors, LLC | 3.134.102 $ | -246.122 $ | -7,3 % | 3.380.224 $ | +2.706.496 $ | +401,7 % | 673.728 $ | |||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 834.269 $ | -281.858 $ | -25,3 % | 1.116.127 $ | -2.176.714 $ | -66,1 % | 3.292.841 $ | +1.660.077 $ | +101,7 % | |||
| MACROVIEW INVESTMENT MANAGEMENT LLC | 3.275.925 $ | +191.935 $ | +6,2 % | 3.083.990 $ | +545.066 $ | +21,5 % | 2.538.924 $ | +83.649 $ | +3,4 % | 2.455.275 $ | +1.830.195 $ | +292,8 % |
| Advisory Resource Group | 3.265.019 $ | +69.435 $ | +2,2 % | 3.195.584 $ | +129.750 $ | +4,2 % | 3.065.834 $ | |||||
| Mariner, LLC | 1.331.458 $ | -1.430.770 $ | -51,8 % | 2.762.228 $ | -482.228 $ | -14,9 % | 3.244.456 $ | |||||
| Cherry Tree Wealth Management, LLC | 3.228.346 $ | +3.044.561 $ | +1.656,6 % | 183.785 $ | ||||||||
| FSA WEALTH PARTNERS, INC. | 3.119.892 $ | +658.752 $ | +26,8 % | 2.461.140 $ | +72.978 $ | +3,1 % | 2.388.162 $ | +1.523.973 $ | +176,3 % | 864.189 $ | ||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 3.045.182 $ | +1.544.449 $ | +102,9 % | 1.500.733 $ | ||||||||
| Apollon Wealth Management, LLC | 3.007.610 $ | +282.789 $ | +10,4 % | 2.724.821 $ | +410.498 $ | +17,7 % | 2.314.323 $ | -101.499 $ | -4,2 % | 2.415.822 $ | +1.085.257 $ | +81,6 % |
| New Republic Capital, LLC | 2.992.548 $ | |||||||||||
| Breakwater Capital Group | 2.978.742 $ | +674.987 $ | +29,3 % | 2.303.755 $ | +486.592 $ | +26,8 % | 1.817.163 $ | +363.571 $ | +25,0 % | 1.453.592 $ | +984.398 $ | +209,8 % |
| World Investment Advisors | 2.921.432 $ | +156.644 $ | +5,7 % | 2.764.788 $ | +1.581.081 $ | +133,6 % | 1.183.707 $ | +221.074 $ | +23,0 % | |||
| CITADEL ADVISORS LLC | 2.695.039 $ | -204.530 $ | -7,1 % | 2.899.569 $ | +1.773.858 $ | +157,6 % | 1.125.711 $ | -1.380.138 $ | -55,1 % | |||
| AXXCESS WEALTH MANAGEMENT, LLC | 2.886.887 $ | +276.359 $ | +10,6 % | 2.610.528 $ | +698.762 $ | +36,6 % | 1.911.766 $ | +1.163.696 $ | +155,6 % | |||
| Heritage Trust Co | 2.868.309 $ | +206.977 $ | +7,8 % | 2.661.332 $ | +635.930 $ | +31,4 % | 2.025.402 $ | +970.274 $ | +92,0 % | 1.055.128 $ | ||
| Dynamic Advisor Solutions LLC | 2.855.035 $ | +307.853 $ | +12,1 % | 2.547.182 $ | -134.130 $ | -5,0 % | 2.681.312 $ | +517.515 $ | +23,9 % | 2.163.797 $ | +823.883 $ | +61,5 % |
| Cedar Mountain Advisors, LLC | 2.841.403 $ | +2.119.645 $ | +293,7 % | 721.758 $ | ||||||||
| Tortoise Investment Management, LLC | 1.992.277 $ | -831.056 $ | -29,4 % | 2.823.333 $ | +647.874 $ | +29,8 % | 2.175.459 $ | +1.957.705 $ | +899,0 % | 217.754 $ | ||
| McAdam, LLC | 662.597 $ | -2.144.599 $ | -76,4 % | 2.807.196 $ | +785.903 $ | +38,9 % | 2.021.293 $ | -974 $ | -0,0 % | 2.022.267 $ | ||
| Align Financial, LLC | 2.635 $ | -212 $ | -7,4 % | 2.847 $ | +50 $ | +1,8 % | 2.797 $ | -2.803.203 $ | -99,9 % | 2.806.000 $ | ||
| WJ Wealth Management, LLC | 2.772.701 $ | +630.507 $ | +29,4 % | 2.142.194 $ | ||||||||
| Clark Wealth Partners | 2.759.922 $ | +73.481 $ | +2,7 % | 2.686.441 $ | +2.428.735 $ | +942,4 % | 257.706 $ | +26.621 $ | +11,5 % | 231.085 $ | +0 $ | +0,0 % |
| Peck Wealth Management, LLC | 2.735.574 $ | +165.900 $ | +6,5 % | 2.569.674 $ | +694.097 $ | +37,0 % | 1.875.577 $ | +3.930 $ | +0,2 % | 1.871.647 $ | +290.748 $ | +18,4 % |
| Golden State Wealth Management, LLC | 2.696.111 $ | +2.664.989 $ | +8.563,0 % | 31.122 $ | +6.836 $ | +28,1 % | 24.286 $ | -134 $ | -0,5 % | 24.420 $ | ||
| Briggs Wealth Management, Inc | 2.682.778 $ | +93.295 $ | +3,6 % | 2.589.483 $ | +1.500.707 $ | +137,8 % | 1.088.776 $ | |||||
| Sonoma Allocations LLC | 2.678.053 $ | +1.460.880 $ | +120,0 % | 1.217.173 $ | +972.959 $ | +398,4 % | 244.214 $ | |||||
| Heritage Wealth Management, Inc. | 2.631.691 $ | +106.251 $ | +4,2 % | 2.525.440 $ | +762.660 $ | +43,3 % | 1.762.780 $ | -421.819 $ | -19,3 % | 2.184.599 $ | +477.575 $ | +28,0 % |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 2.619.464 $ | +1.392.777 $ | +113,5 % | 1.226.687 $ | +306.975 $ | +33,4 % | 919.712 $ | +317.997 $ | +52,8 % | 601.715 $ | ||
| Main Street Financial Solutions, LLC | 2.605.701 $ | +235.648 $ | +9,9 % | 2.370.053 $ | ||||||||
| SIERRA OCEAN, LLC | 2.591.814 $ | |||||||||||
| XCELSIOR ADVISOR PARTNERS LLC | 2.547.602 $ | |||||||||||
| Creative Planning | 2.440.319 $ | -94.213 $ | -3,7 % | 2.534.532 $ | +778.894 $ | +44,4 % | 1.755.638 $ | +1.287.981 $ | +275,4 % | 467.657 $ | ||
| Provident Wealth Management, LLC | 1.952.562 $ | -544.011 $ | -21,8 % | 2.496.573 $ | +167.896 $ | +7,2 % | 2.328.677 $ | -97.014 $ | -4,0 % | 2.425.691 $ | -122.557 $ | -4,8 % |
| Palatine Hill Wealth Management, LLC | 2.481.315 $ | +65.719 $ | +2,7 % | 2.415.596 $ | +262.345 $ | +12,2 % | 2.153.251 $ | |||||
| CITIGROUP INC | 2.477.446 $ | +47.459 $ | +2,0 % | 2.429.987 $ | +352.846 $ | +17,0 % | 2.077.141 $ | +1.344.966 $ | +183,7 % | 732.175 $ | ||
| WESPAC Advisors, LLC | 1.004.466 $ | -1.430.384 $ | -58,7 % | 2.434.850 $ | +216.466 $ | +9,8 % | 2.218.384 $ | +309.821 $ | +16,2 % | 1.908.563 $ | +905.070 $ | +90,2 % |
| COZAD ASSET MANAGEMENT INC | 2.432.522 $ | +287.414 $ | +13,4 % | 2.145.108 $ | +197.465 $ | +10,1 % | 1.947.643 $ | +245.096 $ | +14,4 % | 1.702.547 $ | +802.985 $ | +89,3 % |
| Bensler, LLC | 2.379.688 $ | +112.320 $ | +5,0 % | 2.267.368 $ | ||||||||
| BAILARD, INC. | 2.101.374 $ | -272.780 $ | -11,5 % | 2.374.154 $ | +126.250 $ | +5,6 % | ||||||
| INSIGNEO ADVISORY SERVICES, LLC | 2.322.199 $ | +1.260.360 $ | +118,7 % | 1.061.839 $ | +156.023 $ | +17,2 % | 905.816 $ | |||||
| BFC Planning, Inc. | 2.316.072 $ | +286.423 $ | +14,1 % | 2.029.649 $ | -8.744 $ | -0,4 % | 2.038.393 $ | |||||
| Cooper Capital Advisors LLC | 2.314.574 $ | |||||||||||
| Kingsman Wealth Management, Inc. | 2.313.965 $ | +482.193 $ | +26,3 % | 1.831.772 $ | -15.426 $ | -0,8 % | 1.847.198 $ | +999.863 $ | +118,0 % | 847.335 $ | +39.027 $ | +4,8 % |
| Chevy Chase Trust Holdings, LLC | 2.311.500 $ | +201.274 $ | +9,5 % | 2.110.226 $ | ||||||||
| Stonebridge Financial Planning Group, LLC | 2.284.265 $ | -521.882 $ | -18,6 % | |||||||||
| Bond & Devick Financial Network, Inc. | 587.690 $ | -146.108 $ | -19,9 % | 733.798 $ | -1.543.619 $ | -67,8 % | 2.277.417 $ | +735.257 $ | +47,7 % | 1.542.160 $ | +21.815 $ | +1,4 % |
| Cordgrass Capital Advisors, LLC | 2.272.855 $ | +286.213 $ | +14,4 % | 1.986.642 $ | +442.636 $ | +28,7 % | 1.544.006 $ | +37.234 $ | +2,5 % | 1.506.772 $ | +1.125.411 $ | +295,1 % |
| WealthCare Investment Partners, LLC | 2.231.495 $ | +60.336 $ | +2,8 % | 2.171.159 $ | +194.186 $ | +9,8 % | 1.976.973 $ | -12.611 $ | -0,6 % | 1.989.584 $ | +117.185 $ | +6,3 % |
| Quadrature Capital Ltd | 2.230.082 $ | |||||||||||
| Gryphon Financial Partners LLC | 1.946.654 $ | -262.280 $ | -11,9 % | 2.208.934 $ | +160.882 $ | +7,9 % | 2.048.052 $ | |||||
| Investmark Advisory Group LLC | 2.155.745 $ | +259.969 $ | +13,7 % | 1.895.776 $ | -61.737 $ | -3,2 % | 1.957.513 $ | -33.782 $ | -1,7 % | 1.991.295 $ | ||
| SMITH, MOORE & CO. | 2.139.349 $ | +504.728 $ | +30,9 % | 1.634.621 $ | +894.063 $ | +120,7 % | 740.558 $ | -1.242.959 $ | -62,7 % | |||
| Argent Trust Co | 2.135.425 $ | +1.750.752 $ | +455,1 % | 384.673 $ | +173.553 $ | +82,2 % | 211.120 $ | |||||
| StoneX Group Inc. | 1.075.278 $ | +258.481 $ | +31,6 % | 816.797 $ | -1.282.955 $ | -61,1 % | 2.099.752 $ | +130.955 $ | +6,7 % | 1.968.797 $ | +384.398 $ | +24,3 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 2.092.135 $ | +594.089 $ | +39,7 % | 1.498.046 $ | ||||||||
| FIRST AMERICAN TRUST, FSB | 2.053.530 $ | |||||||||||
| RICHARDS, MERRILL & PETERSON, INC. | 2.051.654 $ | +795.227 $ | +63,3 % | 1.256.427 $ | +733.963 $ | +140,5 % | 522.464 $ | +200.056 $ | +62,1 % | 322.408 $ | ||
| Root Financial Partners, LLC | 2.037.074 $ | +2.033.884 $ | +63.758,1 % | 3.190 $ | ||||||||
| Beacon Bridge Wealth Partners, LLC | 2.007.889 $ | |||||||||||
| COMERICA BANK | 1.908.071 $ | +1.347.772 $ | +240,5 % | |||||||||
| DeDora Capital, Inc. | 1.798.515 $ | -95.766 $ | -5,1 % | 1.894.281 $ | ||||||||
| RENAISSANCE TECHNOLOGIES LLC | 1.859.675 $ | +509.435 $ | +37,7 % | 1.350.240 $ | -851.549 $ | -38,7 % | ||||||
| Haven Private, LLC | 952.376 $ | -543.711 $ | -36,3 % | 1.496.087 $ | -282.768 $ | -15,9 % | 1.778.855 $ | -42.304 $ | -2,3 % | 1.821.159 $ | +165.834 $ | +10,0 % |
| O'ROURKE & COMPANY, Inc | 1.820.547 $ | +31.922 $ | +1,8 % | 1.788.625 $ | +889.823 $ | +99,0 % | 898.802 $ | |||||
| TRUSTMARK BANK TRUST DEPARTMENT | 1.284.138 $ | +219.079 $ | +20,6 % | 1.065.059 $ | -723.754 $ | -40,5 % | 1.788.813 $ | +310.158 $ | +21,0 % | 1.478.655 $ | +92.476 $ | +6,7 % |
| FLOW TRADERS U.S. LLC | 1.780.000 $ | +1.463.000 $ | +461,5 % | 317.000 $ | ||||||||
| JT Stratford LLC | 1.777.136 $ | +596.534 $ | +50,5 % | 1.180.602 $ | ||||||||
| Centric Wealth Management | 1.740.149 $ | +0 $ | +0,0 % | 1.740.149 $ | +1.097.215 $ | +170,7 % | 642.934 $ | +169.424 $ | +35,8 % | |||
| HICKS CAPITAL MANAGEMENT LLC | 1.697.960 $ | +0 $ | +0,0 % | 1.697.960 $ | +156.552 $ | +10,2 % | 1.541.408 $ | +52.454 $ | +3,5 % | 1.488.954 $ | +138.489 $ | +10,3 % |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 1.685.636 $ | +1.310.501 $ | +349,3 % | 375.135 $ | ||||||||
| Closed-End Fund Advisors, Inc. | 1.659.675 $ | +358.602 $ | +27,6 % | 1.301.073 $ | +527.647 $ | +68,2 % | 773.426 $ | -97.939 $ | -11,2 % | 871.365 $ | ||
| Privatperson | 1.637.098 $ | +1.455.674 $ | +802,4 % | 181.424 $ | +7.991 $ | +4,6 % | 173.433 $ | +3.374 $ | +2,0 % | |||
| Perigon Wealth Management, LLC | 1.163.903 $ | -440.141 $ | -27,4 % | 1.604.044 $ | +1.182.918 $ | +280,9 % | 421.126 $ | |||||
| Wealthspire Retirement, LLC | 1.574.702 $ | +452.666 $ | +40,3 % | 1.122.036 $ | +456.420 $ | +68,6 % | 665.616 $ | |||||
| Americana Partners, LLC | 1.555.851 $ | |||||||||||
| CIBC WORLD MARKET INC. | 419.908 $ | +26.574 $ | +6,8 % | 393.334 $ | -895.541 $ | -69,5 % | 1.288.875 $ | -234.959 $ | -15,4 % | 1.523.834 $ | +171.430 $ | +12,7 % |
| Integrated Investment Consultants, LLC | 1.484.123 $ | +231.137 $ | +18,4 % | 1.252.986 $ | -146.104 $ | -10,4 % | 1.399.090 $ | +181.485 $ | +14,9 % | |||
| BROWN ADVISORY INC | 1.013.917 $ | -466.637 $ | -31,5 % | 1.480.554 $ | +25.509 $ | +1,8 % | 1.455.045 $ | +285.620 $ | +24,4 % | |||
| Kovack Advisors, Inc. | 1.470.711 $ | +1.131.083 $ | +333,0 % | 339.628 $ | -112.681 $ | -24,9 % | 452.309 $ | |||||
| Integrity Financial Corp /WA | 1.460.023 $ | +180.914 $ | +14,1 % | 1.279.109 $ | +813.384 $ | +174,6 % | 465.725 $ | |||||
| RMR Wealth Builders | 1.436.779 $ | +31.455 $ | +2,2 % | 1.405.324 $ | +51.363 $ | +3,8 % | 1.353.961 $ | +28.165 $ | +2,1 % | 1.325.796 $ | +591.055 $ | +80,4 % |
| Allodium Investment Consultants, LLC | 1.417.042 $ | |||||||||||
| Hennion & Walsh Asset Management, Inc. | 1.414.558 $ | +167.197 $ | +13,4 % | 1.247.361 $ | +495.301 $ | +65,9 % | 752.060 $ | |||||
| Greenline Wealth Management LLC | 1.330.068 $ | -75.281 $ | -5,4 % | 1.405.349 $ | +140.241 $ | +11,1 % | 1.265.108 $ | +365.869 $ | +40,7 % | 899.239 $ | ||
| Alta Wealth Advisors LLC | 1.365.164 $ | -28.248 $ | -2,0 % | 1.393.412 $ | -6.994 $ | -0,5 % | 1.400.406 $ | |||||
| Brooklyn Investment Group | 1.388.660 $ | |||||||||||
| KINTRA WEALTH, LLC | 1.387.852 $ | +634.979 $ | +84,3 % | 752.873 $ | ||||||||
| Prospera Financial Services Inc | 1.385.907 $ | +194.074 $ | +16,3 % | 1.191.833 $ | +627.472 $ | +111,2 % | 564.361 $ | |||||
| Bridgewealth Advisory Group, LLC | 1.277.977 $ | -106.343 $ | -7,7 % | 1.384.320 $ | +26.120 $ | +1,9 % | 1.358.200 $ | -19.395 $ | -1,4 % | 1.377.595 $ | ||
| Future Financial Wealth Managment LLC | 1.376.313 $ | |||||||||||
| PRIVATE TRUST CO NA | 1.348.008 $ | +289.061 $ | +27,3 % | 1.058.947 $ | +1.045.716 $ | +7.903,5 % | 13.231 $ | |||||
| GWN SECURITIES INC. | 1.326.500 $ | +158.473 $ | +13,6 % | 1.168.027 $ | ||||||||
| RIVERSEDGE ADVISORS, LLC | 1.138.927 $ | -129.086 $ | -10,2 % | 1.268.013 $ | -47.479 $ | -3,6 % | 1.315.492 $ | |||||
| Mayflower Financial Advisors, LLC | 1.313.436 $ | +240.633 $ | +22,4 % | 1.072.803 $ | +250.131 $ | +30,4 % | 822.672 $ | |||||
| VICUS CAPITAL | 1.286.474 $ | +305.789 $ | +31,2 % | 980.685 $ | +400.977 $ | +69,2 % | 579.708 $ | +177.755 $ | +44,2 % | 401.953 $ | ||
| PCG Wealth Advisors, LLC | 1.256.093 $ | +294.921 $ | +30,7 % | 961.172 $ | ||||||||
| Gladstone Institutional Advisory LLC | 1.239.988 $ | +916.810 $ | +283,7 % | 323.178 $ | ||||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.219.762 $ | +171.076 $ | +16,3 % | 1.048.686 $ | -2.432 $ | -0,2 % | 1.051.118 $ | +365.932 $ | +53,4 % | |||
| 3EDGE Asset Management, LP | 1.159.337 $ | +102.657 $ | +9,7 % | |||||||||
| Cox Capital Mgt LLC | 1.138.157 $ | +7.812 $ | +0,7 % | 1.130.345 $ | +69.652 $ | +6,6 % | 1.060.693 $ | -1.957 $ | -0,2 % | 1.062.650 $ | +87.442 $ | +9,0 % |
| Clearstead Advisors, LLC | 1.136.301 $ | +728.971 $ | +179,0 % | 407.330 $ | +388.987 $ | +2.120,6 % | 18.343 $ | +282 $ | +1,6 % | 18.061 $ | ||
| BOSTON FAMILY OFFICE LLC | 1.042.000 $ | +18.000 $ | +1,8 % | 1.024.000 $ | -111.000 $ | -9,8 % | 1.135.000 $ | |||||
| Freedom Financial Partners LLC | 1.097.656 $ | -37.187 $ | -3,3 % | 1.134.843 $ | ||||||||
| Marble Wealth, LLC | 1.133.168 $ | +79.425 $ | +7,5 % | 1.053.743 $ | ||||||||
| Aptus Capital Advisors, LLC | 1.129.023 $ | +236.062 $ | +26,4 % | 892.961 $ | -67.832 $ | -7,1 % | 960.793 $ | +4.359 $ | +0,5 % | |||
| Westside Investment Management, Inc. | 381.839 $ | -31.774 $ | -7,7 % | 413.613 $ | +7.805 $ | +1,9 % | 405.808 $ | -715.282 $ | -63,8 % | 1.121.090 $ | ||
| Arkadios Wealth Advisors | 1.095.380 $ | +308.049 $ | +39,1 % | 787.331 $ | ||||||||
| Brookwood Investment Group LLC | 1.090.169 $ | |||||||||||
| Almanack Investment Partners, LLC. | 1.066.732 $ | -14.811 $ | -1,4 % | 1.081.543 $ | ||||||||
| GK Wealth Management LLC | 169.468 $ | -886.195 $ | -83,9 % | 1.055.663 $ | +42.174 $ | +4,2 % | 1.013.489 $ | |||||
| Moors & Cabot, Inc. | 923.276 $ | -124.306 $ | -11,9 % | 1.047.582 $ | +933.290 $ | +816,6 % | 114.292 $ | -367 $ | -0,3 % | 114.659 $ | ||
| GoalVest Advisory LLC | 833.412 $ | -213.659 $ | -20,4 % | 1.047.071 $ | ||||||||
| Accurate Wealth Management, LLC | 1.038.880 $ | +162.034 $ | +18,5 % | 876.846 $ | +83.346 $ | +10,5 % | 793.500 $ | +461.245 $ | +138,8 % | 332.255 $ | ||
| Mayfair Advisory Group, LLC | 1.030.161 $ | +49.970 $ | +5,1 % | 980.191 $ | +234.047 $ | +31,4 % | 746.144 $ | +213.089 $ | +40,0 % | 533.055 $ | +281.385 $ | +111,8 % |
| Betterment LLC | 1.024.000 $ | +381.000 $ | +59,3 % | 643.000 $ | ||||||||
| Werba Rubin Papier Wealth Management | 939.156 $ | -78.148 $ | -7,7 % | 1.017.304 $ | +19.194 $ | +1,9 % | 998.110 $ | -10.462 $ | -1,0 % | 1.008.572 $ | ||
| Family Manage LLC | 998.745 $ | |||||||||||
| John W. Brooker & Co., CPAs | 997.235 $ | +81.969 $ | +9,0 % | 915.266 $ | +345.984 $ | +60,8 % | 569.282 $ | +107.065 $ | +23,2 % | 462.217 $ | ||
| Tower Research Capital LLC (TRC) | 986.909 $ | +963.541 $ | +4.123,3 % | |||||||||
| Intrua Financial, LLC | 965.653 $ | -14.611 $ | -1,5 % | 980.264 $ | ||||||||
| FOUNDERS FINANCIAL SECURITIES LLC | 973.049 $ | +798.742 $ | +458,2 % | 174.307 $ | -745.906 $ | -81,1 % | ||||||
| Shade Tree Advisors LLC | 970.020 $ | |||||||||||
| Archer Investment Corp | 426.574 $ | -542.370 $ | -56,0 % | 968.944 $ | +488.637 $ | +101,7 % | 480.307 $ | -20.635 $ | -4,1 % | 500.942 $ | ||
| MANCHESTER FINANCIAL INC | 963.394 $ | +297.087 $ | +44,6 % | 666.307 $ | +118.782 $ | +21,7 % | 547.525 $ | +69.992 $ | +14,7 % | 477.533 $ | ||
| Runnymede Capital Advisors, Inc. | 894.886 $ | -52.324 $ | -5,5 % | 947.210 $ | ||||||||
| Advyzon Investment Management, LLC | 936.895 $ | +217.781 $ | +30,3 % | 719.114 $ | +438.624 $ | +156,4 % | 280.490 $ | -1.460 $ | -0,5 % | |||
| Well Done, LLC | 815.994 $ | -117.864 $ | -12,6 % | 933.858 $ | ||||||||
| AQR CAPITAL MANAGEMENT LLC | 839.656 $ | -63.242 $ | -7,0 % | 902.898 $ | -28.963 $ | -3,1 % | 931.861 $ | +642.390 $ | +221,9 % | |||
| PARK AVENUE SECURITIES LLC | 926.000 $ | -1.000 $ | -0,1 % | 927.000 $ | ||||||||
| Abbot Financial Management, Inc. | 910.931 $ | -7.462 $ | -0,8 % | 918.393 $ | -4.609 $ | -0,5 % | 923.002 $ | |||||
| Kathmere Capital Management, LLC | 902.251 $ | -9.719 $ | -1,1 % | 911.970 $ | ||||||||
| PRINCIPAL SECURITIES, INC. | 906.886 $ | +116.809 $ | +14,8 % | 790.077 $ | +91.165 $ | +13,0 % | 698.912 $ | +20.966 $ | +3,1 % | |||
| Beaumont Financial Advisors, LLC | 906.110 $ | +179.662 $ | +24,7 % | 726.448 $ | ||||||||
| Simplicity Wealth,LLC | 896.068 $ | -9.263 $ | -1,0 % | 905.331 $ | +217.776 $ | +31,7 % | 687.555 $ | |||||
| Verdence Capital Advisors LLC | 903.663 $ | +63.299 $ | +7,5 % | 840.364 $ | +400.576 $ | +91,1 % | 439.788 $ | +8.214 $ | +1,9 % | 431.574 $ | +30.151 $ | +7,5 % |
| Barnes Wealth Management Group, Inc | 896.908 $ | +134.339 $ | +17,6 % | 762.569 $ | +30.841 $ | +4,2 % | 731.728 $ | +48.543 $ | +7,1 % | 683.185 $ | +35.978 $ | +5,6 % |
| Pinnacle Financial Partners, Inc. | 882.201 $ | +517.229 $ | +141,7 % | 364.972 $ | ||||||||
| Thayer Partners, LLC / MA | 870.080 $ | -7.357 $ | -0,8 % | 877.437 $ | ||||||||
| CacheTech Inc. | 871.104 $ | |||||||||||
| Strategic Financial Services, Inc. | 849.849 $ | |||||||||||
| Elevation Wealth Management LLC | 848.972 $ | +351.191 $ | +70,6 % | 497.781 $ | +74.845 $ | +17,7 % | 422.936 $ | +46.710 $ | +12,4 % | 376.226 $ | ||
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 845.631 $ | |||||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 841.500 $ | -3.378 $ | -0,4 % | 844.878 $ | +487.441 $ | +136,4 % | 357.437 $ | +348.323 $ | +3.821,8 % | 9.114 $ | +570 $ | +6,7 % |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 838.226 $ | |||||||||||
| Gallagher Fiduciary Advisors, LLC | 396.129 $ | -8.114 $ | -2,0 % | 404.243 $ | -428.652 $ | -51,5 % | 832.895 $ | |||||
| Cerity Partners LLC | 826.732 $ | +327.532 $ | +65,6 % | 499.200 $ | +193.151 $ | +63,1 % | 306.049 $ | -133.711 $ | -30,4 % | |||
| Aspire Capital Advisors LLC | 825.043 $ | +146.217 $ | +21,5 % | 678.826 $ | +82.822 $ | +13,9 % | 596.004 $ | |||||
| Fortis Capital Advisors, LLC | 817.975 $ | +458.415 $ | +127,5 % | 359.560 $ | -86.166 $ | -19,3 % | 445.726 $ | +67.562 $ | +17,9 % | |||
| Cyndeo Wealth Partners, LLC | 779.881 $ | -33.638 $ | -4,1 % | 813.519 $ | +72.465 $ | +9,8 % | 741.054 $ | -13.631 $ | -1,8 % | 754.685 $ | -31.363 $ | -4,0 % |
| Bill Few Associates, Inc. | 743.968 $ | -65.522 $ | -8,1 % | 809.490 $ | +78.574 $ | +10,8 % | 730.916 $ | |||||
| Destination Wealth Management | 801.360 $ | +15.120 $ | +1,9 % | 786.240 $ | -4.320 $ | -0,5 % | 790.560 $ | |||||
| Clear Point Advisors Inc. | 801.220 $ | +27.308 $ | +3,5 % | 773.912 $ | +5.272 $ | +0,7 % | 768.640 $ | +123.743 $ | +19,2 % | 644.897 $ | -2.423 $ | -0,4 % |
| GREENWOOD GEARHART LLC | 790.510 $ | +132.032 $ | +20,1 % | 658.478 $ | ||||||||
| WEALTH ALLIANCE, LLC | 783.966 $ | +399.198 $ | +103,8 % | 384.768 $ | ||||||||
| Processus Wealth & Capital Management, LLC | 780.039 $ | +41.977 $ | +5,7 % | 738.062 $ | +112.822 $ | +18,0 % | 625.240 $ | +50.238 $ | +8,7 % | 575.002 $ | +138.660 $ | +31,8 % |
| NewEdge Wealth, LLC | 771.753 $ | +447.303 $ | +137,9 % | 324.450 $ | ||||||||
| ADVISORTRUST PARTNERS, LLC | 765.371 $ | +301.267 $ | +64,9 % | 464.104 $ | +65.064 $ | +16,3 % | 399.040 $ | +7.138 $ | +1,8 % | 391.902 $ | ||
| BASSO CAPITAL MANAGEMENT, L.P. | 760.569 $ | |||||||||||
| Samalin Investment Counsel, LLC | 281.989 $ | +68.202 $ | +31,9 % | 213.787 $ | -173.623 $ | -44,8 % | 387.410 $ | -359.793 $ | -48,2 % | 747.203 $ | ||
| OPPENHEIMER & CO INC | 679.671 $ | -61.981 $ | -8,4 % | 741.652 $ | +136.028 $ | +22,5 % | 605.624 $ | +258.536 $ | +74,5 % | 347.088 $ | ||
| HB Wealth Management, LLC | 736.728 $ | +102.381 $ | +16,1 % | 634.347 $ | +305.971 $ | +93,2 % | 328.376 $ | |||||
| Advisor OS, LLC | 606.393 $ | +177.037 $ | +41,2 % | 429.356 $ | -277.130 $ | -39,2 % | 706.486 $ | -26.872 $ | -3,7 % | 733.358 $ | +64.448 $ | +9,6 % |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 682.748 $ | +8.118 $ | +1,2 % | 674.630 $ | -54.730 $ | -7,5 % | 729.360 $ | -1.879 $ | -0,3 % | |||
| Discipline Wealth Solutions, LLC | 573.807 $ | +51.694 $ | +9,9 % | 522.113 $ | +97.164 $ | +22,9 % | 424.949 $ | -300.784 $ | -41,4 % | 725.733 $ | +120.278 $ | +19,9 % |
| Scarborough Advisors, LLC | 720.979 $ | |||||||||||
| Avantax Planning Partners, Inc. | 716.421 $ | +21.565 $ | +3,1 % | 694.856 $ | +45.534 $ | +7,0 % | 649.322 $ | +10.157 $ | +1,6 % | 639.165 $ | +37.966 $ | +6,3 % |
| EPIQ PARTNERS, LLC | 662.645 $ | -44.158 $ | -6,2 % | 706.803 $ | +91.897 $ | +14,9 % | 614.906 $ | |||||
| Jefferies Financial Group Inc. | 700.877 $ | |||||||||||
| Strategic Financial Concepts, LLC | 692.022 $ | +10.936 $ | +1,6 % | 681.086 $ | ||||||||
| Fire Capital Management LLC | 683.429 $ | |||||||||||
| Naviter Wealth, LLC | 529.670 $ | -151.197 $ | -22,2 % | 680.867 $ | +85.207 $ | +14,3 % | 595.660 $ | |||||
| NESTEGG ADVISORS, INC. | 676.806 $ | |||||||||||
| TCFG WEALTH MANAGEMENT, LLC | 673.728 $ | +199.868 $ | +42,2 % | 473.860 $ | ||||||||
| AE Wealth Management LLC | 664.495 $ | +316.969 $ | +91,2 % | 347.526 $ | +51.887 $ | +17,6 % | 295.639 $ | |||||
| Regal Investment Advisors LLC | 664.076 $ | +515.502 $ | +347,0 % | 148.574 $ | ||||||||
| LWM Advisory Services, LLC | 654.894 $ | |||||||||||
| DAVENPORT & Co LLC | 649.971 $ | |||||||||||
| JAG CAPITAL MANAGEMENT, LLC | 649.306 $ | |||||||||||
| Third View Private Wealth, LLC | 646.068 $ | +26.414 $ | +4,3 % | 619.654 $ | +141.084 $ | +29,5 % | 478.570 $ | |||||
| Spartan Wealth Advisory Services LLC | 646.046 $ | +62.334 $ | +10,7 % | 583.712 $ | ||||||||
| DAYMARK WEALTH PARTNERS, LLC | 632.169 $ | -11.296 $ | -1,8 % | 643.465 $ | +39.894 $ | +6,6 % | 603.571 $ | |||||
| ATLAS CAPITAL ADVISORS INC. | 639.355 $ | |||||||||||
| KPP Advisory Services LLC | 636.440 $ | |||||||||||
| Foster Victor Wealth Advisors, LLC | 634.989 $ | +24.885 $ | +4,1 % | 610.104 $ | ||||||||
| FLAGSHIP WEALTH ADVISORS, LLC | 633.597 $ | +20.108 $ | +3,3 % | 613.489 $ | ||||||||
| MassMutual Private Wealth & Trust, FSB | 517.426 $ | -83.330 $ | -13,9 % | 600.756 $ | -27.317 $ | -4,3 % | 628.073 $ | |||||
| LaSalle St. Investment Advisors, LLC | 627.382 $ | +31.648 $ | +5,3 % | 595.734 $ | +3.734 $ | +0,6 % | 592.000 $ | +121.000 $ | +25,7 % | |||
| First Bank & Trust | 615.286 $ | +119.186 $ | +24,0 % | 496.100 $ | ||||||||
| Fjell Capital, LLC | 501.817 $ | -103.076 $ | -17,0 % | 604.893 $ | +11.413 $ | +1,9 % | 593.480 $ | |||||
| R2 Capital Strategies, LLC | 592.064 $ | +19.217 $ | +3,4 % | 572.847 $ | ||||||||
| HighPoint Advisor Group LLC | 203.286 $ | -383.342 $ | -65,3 % | 586.628 $ | ||||||||
| FIDUCIARY TRUST CO | 395.381 $ | +4.818 $ | +1,2 % | 390.563 $ | -188.496 $ | -32,6 % | 579.059 $ | |||||
| Strategic Blueprint, LLC | 541.141 $ | -30.996 $ | -5,4 % | 572.137 $ | +111.720 $ | +24,3 % | 460.417 $ | +209.200 $ | +83,3 % | 251.217 $ | +22.879 $ | +10,0 % |
| TWO SIGMA INVESTMENTS, LP | 571.410 $ | -1.731.198 $ | -75,2 % | |||||||||
| ALTFEST L J & CO INC | 566.731 $ | +352.266 $ | +164,3 % | 214.465 $ | ||||||||
| Madison Wealth Partners, Inc | 562.713 $ | |||||||||||
| Sowell Financial Services LLC | 547.805 $ | |||||||||||
| Formidable Asset Management, LLC | 545.933 $ | +930 $ | +0,2 % | 545.003 $ | ||||||||
| B. Riley Wealth Advisors, Inc. | 500.327 $ | -43.877 $ | -8,1 % | 544.204 $ | +14.737 $ | +2,8 % | ||||||
| Pinion Investment Advisors, LLC | 401.703 $ | -124.862 $ | -23,7 % | 526.565 $ | -50.119 $ | -8,7 % | ||||||
| Facet Wealth, Inc. | 396.702 $ | -124.618 $ | -23,9 % | 521.320 $ | ||||||||
| Nova Financial LLC | 518.136 $ | |||||||||||
| Lido Advisors, LLC | 245.889 $ | -17.716 $ | -6,7 % | 263.605 $ | -247.364 $ | -48,4 % | 510.969 $ | -1.359 $ | -0,3 % | 512.328 $ | ||
| Berger Financial Group, Inc | 506.798 $ | |||||||||||
| CALTON & ASSOCIATES, INC. | 505.952 $ | +89.937 $ | +21,6 % | 416.015 $ | +86.271 $ | +26,2 % | ||||||
| Jacobi Capital Management LLC | 504.431 $ | +16.874 $ | +3,5 % | 487.557 $ | +16.719 $ | +3,6 % | 470.838 $ | -1.330 $ | -0,3 % | 472.168 $ | ||
| Synergy Asset Management, LLC | 500.424 $ | |||||||||||
| SENTINEL PENSION ADVISORS, LLC | 499.416 $ | +6.359 $ | +1,3 % | 493.057 $ | +43.673 $ | +9,7 % | 449.384 $ | -45.142 $ | -9,1 % | 494.526 $ | -91.958 $ | -15,7 % |
| MIRAMONTES CAPITAL, LLC | 474.718 $ | -20.411 $ | -4,1 % | 495.129 $ | +150.173 $ | +43,5 % | 344.956 $ | |||||
| SteelPeak Wealth, LLC | 491.200 $ | +30.721 $ | +6,7 % | |||||||||
| Hilltop Holdings Inc. | 483.650 $ | +99.308 $ | +25,8 % | 384.342 $ | -7.844 $ | -2,0 % | 392.186 $ | +25.128 $ | +6,8 % | |||
| HUNTINGTON NATIONAL BANK | 391.411 $ | -85.418 $ | -17,9 % | 476.829 $ | +167.675 $ | +54,2 % | 309.154 $ | |||||
| HRT FINANCIAL LP | 232.000 $ | -238.000 $ | -50,6 % | 470.000 $ | +345.000 $ | +276,0 % | 125.000 $ | |||||
| GSG Advisors LLC | 467.998 $ | |||||||||||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 465.000 $ | +297.000 $ | +176,8 % | 168.000 $ | +5.000 $ | +3,1 % | 163.000 $ | -1.000 $ | -0,6 % | 164.000 $ | ||
| Marin Bay Wealth Advisors, LLC | 464.058 $ | +32.287 $ | +7,5 % | 431.771 $ | ||||||||
| Principle Wealth Partners LLC | 344.679 $ | +10.939 $ | +3,3 % | 333.740 $ | -88.516 $ | -21,0 % | 422.256 $ | -40.161 $ | -8,7 % | 462.417 $ | +18.881 $ | +4,3 % |
| Carnegie Investment Counsel | 450.585 $ | +14.300 $ | +3,3 % | 436.285 $ | +38.962 $ | +9,8 % | 397.323 $ | +7.107 $ | +1,8 % | 390.216 $ | +24.405 $ | +6,7 % |
| Nvest Financial, LLC | 447.803 $ | +40.234 $ | +9,9 % | 407.569 $ | +7.291 $ | +1,8 % | 400.278 $ | +126.058 $ | +46,0 % | |||
| Miller Global Investments, LLC | 418.294 $ | -12.805 $ | -3,0 % | 431.099 $ | +85.219 $ | +24,6 % | 345.880 $ | -10.995 $ | -3,1 % | 356.875 $ | ||
| Vertex Planning Partners, LLC | 425.727 $ | -3.700 $ | -0,9 % | 429.427 $ | ||||||||
| RiverFront Investment Group, LLC | 429.151 $ | +5.804 $ | +1,4 % | 423.347 $ | ||||||||
| KWB Wealth | 428.317 $ | |||||||||||
| PARSONS CAPITAL MANAGEMENT INC/RI | 423.127 $ | +11.106 $ | +2,7 % | 412.021 $ | ||||||||
| COMPOSITION WEALTH, LLC | 420.960 $ | |||||||||||
| Meadowbrook Advisors Group, LLC | 420.439 $ | |||||||||||
| Avior Wealth Management, LLC | 379.416 $ | -35.636 $ | -8,6 % | 415.052 $ | +12.228 $ | +3,0 % | 402.824 $ | |||||
| Lantern Wealth Advisors, LLC | 415.043 $ | +2.678 $ | +0,6 % | 412.365 $ | +99.557 $ | +31,8 % | 312.808 $ | +19.940 $ | +6,8 % | 292.868 $ | +69.324 $ | +31,0 % |
| Capital Investment Advisory Services, LLC | 414.602 $ | |||||||||||
| Encompass More Asset Management | 412.330 $ | +174.037 $ | +73,0 % | 238.293 $ | +24.613 $ | +11,5 % | 213.680 $ | |||||
| Ransom Advisory, Ltd | 411.887 $ | |||||||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 287.396 $ | -121.340 $ | -29,7 % | 408.736 $ | +317.924 $ | +350,1 % | 90.812 $ | +29.292 $ | +47,6 % | 61.520 $ | ||
| Ausdal Financial Partners, Inc. | 408.466 $ | +104.732 $ | +34,5 % | 303.734 $ | ||||||||
| Focus Partners Wealth | 407.951 $ | |||||||||||
| Riverbend Wealth Management, LLC | 229.539 $ | -174.781 $ | -43,2 % | 404.320 $ | ||||||||
| Park Edge Advisors, LLC | 378.498 $ | -25.250 $ | -6,3 % | 403.748 $ | +11.162 $ | +2,8 % | 392.586 $ | +2 $ | +0,0 % | 392.584 $ | ||
| Modera Wealth Management, LLC | 403.520 $ | +130.438 $ | +47,8 % | 273.082 $ | +4.801 $ | +1,8 % | 268.281 $ | -1.138 $ | -0,4 % | 269.419 $ | ||
| TruNorth Capital Management, LLC | 334.954 $ | -66.512 $ | -16,6 % | 401.466 $ | ||||||||
| Occidental Asset Management, LLC | 398.930 $ | +249.755 $ | +167,4 % | 149.175 $ | ||||||||
| LBMC INVESTMENT ADVISORS, LLC | 394.719 $ | |||||||||||
| KINGSWOOD WEALTH ADVISORS, LLC | 363.220 $ | -29.596 $ | -7,5 % | 392.816 $ | ||||||||
| CAPE ANN SAVINGS BANK | 362.209 $ | -27.793 $ | -7,1 % | 390.002 $ | +6.866 $ | +1,8 % | 383.136 $ | |||||
| PUREfi Wealth, LLC | 381.662 $ | -7.924 $ | -2,0 % | 389.586 $ | +28.549 $ | +7,9 % | 361.037 $ | |||||
| CHOREO, LLC | 310.132 $ | -23.797 $ | -7,1 % | 333.929 $ | +8.142 $ | +2,5 % | 325.787 $ | -61.715 $ | -15,9 % | 387.502 $ | ||
| CARLSON FINANCIAL, INC. | 380.790 $ | +50.370 $ | +15,2 % | 330.420 $ | ||||||||
| Andrews Advisory Associates, LLC | 354.492 $ | -24.146 $ | -6,4 % | 378.638 $ | +10.448 $ | +2,8 % | 368.190 $ | +1.150 $ | +0,3 % | 367.040 $ | ||
| Insight Wealth Partners, LLC | 285.391 $ | -92.174 $ | -24,4 % | 377.565 $ | ||||||||
| AA Financial Advisors, LLC | 342.106 $ | -29.870 $ | -8,0 % | 371.976 $ | +95.294 $ | +34,4 % | 276.682 $ | |||||
| Balboa Wealth Partners | 369.779 $ | +12.903 $ | +3,6 % | 356.876 $ | +1.439 $ | +0,4 % | 355.437 $ | -901 $ | -0,3 % | 356.338 $ | ||
| Gerber Kawasaki Wealth & Investment Management | 368.345 $ | |||||||||||
| Nicht ausgewiesen | 367.739 $ | |||||||||||
| Fermata Advisors, LLC | 361.762 $ | +47.288 $ | +15,0 % | 314.474 $ | +93.293 $ | +42,2 % | 221.181 $ | |||||
| GRIMES & Co WEALTH MANAGEMENT, LLC | 358.016 $ | |||||||||||
| BOKF, NA | 354.080 $ | +11.237 $ | +3,3 % | 342.843 $ | ||||||||
| Regatta Research & Money Management | 352.426 $ | |||||||||||
| Signature Wealth Management Group | 352.269 $ | |||||||||||
| Waldron Private Wealth LLC | 281.691 $ | -63.919 $ | -18,5 % | 345.610 $ | ||||||||
| Flavin Financial Services, Inc. | 338.169 $ | -7.021 $ | -2,0 % | 345.190 $ | +25.295 $ | +7,9 % | 319.895 $ | |||||
| Revisor Wealth Management LLC | 343.445 $ | +15.267 $ | +4,7 % | 328.178 $ | +6.200 $ | +1,9 % | 321.978 $ | -16.139 $ | -4,8 % | 338.117 $ | ||
| Alteri Wealth LLC | 342.667 $ | +9.012 $ | +2,7 % | 333.655 $ | +32.005 $ | +10,6 % | 301.650 $ | +66.755 $ | +28,4 % | 234.895 $ | ||
| Tempo Wealth, LLC | 342.453 $ | |||||||||||
| Schear Investment Advisers, LLC | 342.453 $ | |||||||||||
| FF Advisors,LLC | 152.392 $ | -184.617 $ | -54,8 % | 337.009 $ | +2.271 $ | +0,7 % | 334.738 $ | |||||
| WEALTH EFFECTS LLC | 315.911 $ | -19.893 $ | -5,9 % | 335.804 $ | +8.649 $ | +2,6 % | 327.155 $ | +845 $ | +0,3 % | 326.310 $ | ||
| OneAscent Financial Services LLC | 306.873 $ | -26.113 $ | -7,8 % | 332.986 $ | +12.497 $ | +3,9 % | 320.489 $ | -1.406 $ | -0,4 % | 321.895 $ | ||
| FOCUSED ALPHA, LLC | 300.587 $ | -31.380 $ | -9,5 % | 331.967 $ | +538 $ | +0,2 % | 331.429 $ | +54.820 $ | +19,8 % | 276.609 $ | ||
| Savvy Advisors, Inc. | 237.070 $ | -89.823 $ | -27,5 % | 326.893 $ | +3.756 $ | +1,2 % | 323.137 $ | -227.225 $ | -41,3 % | |||
| Envestnet Portfolio Solutions, Inc. | 326.844 $ | +19.815 $ | +6,5 % | 307.029 $ | +57.214 $ | +22,9 % | 249.815 $ | +22.160 $ | +9,7 % | |||
| BEAM WEALTH ADVISORS, INC. | 229.429 $ | -34.895 $ | -13,2 % | 264.324 $ | -48.593 $ | -15,5 % | 312.917 $ | -13.900 $ | -4,3 % | 326.817 $ | ||
| CARY STREET PARTNERS FINANCIAL LLC | 325.257 $ | +186.907 $ | +135,1 % | 138.350 $ | ||||||||
| Old Mission Investment Co LLC | 315.966 $ | -6.542 $ | -2,0 % | 322.508 $ | +24.066 $ | +8,1 % | 298.442 $ | |||||
| John A. Wolfe & Associates, Inc. | 318.323 $ | +57.468 $ | +22,0 % | 260.855 $ | +23.983 $ | +10,1 % | 236.872 $ | |||||
| GENTRY PRIVATE WEALTH, LLC | 262.920 $ | -54.157 $ | -17,1 % | 317.077 $ | ||||||||
| Axis Wealth Partners, LLC | 316.533 $ | |||||||||||
| Institute for Wealth Management, LLC. | 316.171 $ | +255.624 $ | +422,2 % | 60.547 $ | ||||||||
| XY Planning Network, Inc. | 301.092 $ | |||||||||||
| IHT Wealth Management, LLC | 300.605 $ | |||||||||||
| UPTICK PARTNERS, LLC | 298.769 $ | |||||||||||
| Csenge Advisory Group | 297.147 $ | |||||||||||
| Ashton Thomas Private Wealth, LLC | 296.598 $ | +107.647 $ | +57,0 % | 188.951 $ | +4.797 $ | +2,6 % | 184.154 $ | |||||
| LEVEL FOUR ADVISORY SERVICES, LLC | 293.988 $ | |||||||||||
| TRANSCEND CAPITAL ADVISORS, LLC | 291.990 $ | +26.846 $ | +10,1 % | 265.144 $ | +4.743 $ | +1,8 % | 260.401 $ | -25.522 $ | -8,9 % | |||
| STACKSTONE WEALTH, LLC | 289.600 $ | |||||||||||
| Greykasell Wealth Strategies, Inc. | 266.901 $ | -21.130 $ | -7,3 % | 288.031 $ | +6.084 $ | +2,2 % | 281.947 $ | -1.361 $ | -0,5 % | 283.308 $ | +275.917 $ | +3.733,1 % |
| VIAWEALTH, LLC | 227.102 $ | -60.733 $ | -21,1 % | 287.835 $ | ||||||||
| CERTIOR FINANCIAL GROUP, LLC | 285.688 $ | |||||||||||
| Northern Lights Advisors, Inc. | 275.690 $ | -5.723 $ | -2,0 % | 281.413 $ | ||||||||
| Baron Wealth Management LLC | 274.255 $ | +8.704 $ | +3,3 % | 265.551 $ | +23.714 $ | +9,8 % | 241.837 $ | |||||
| AMERIFLEX GROUP, INC. | 272.182 $ | +6.030 $ | +2,3 % | 266.152 $ | +258.207 $ | +3.249,9 % | ||||||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 268.185 $ | +8.223 $ | +3,2 % | 259.962 $ | -4.165 $ | -1,6 % | 264.127 $ | |||||
| LIBERTY WEALTH MANAGEMENT LLC | 201.186 $ | +0 $ | +0,0 % | 201.186 $ | -66.747 $ | -24,9 % | 267.933 $ | |||||
| Bluespring Wealth Management, LLC | 266.170 $ | |||||||||||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 244.091 $ | -21.942 $ | -8,2 % | 266.033 $ | ||||||||
| Bell Bank | 261.563 $ | |||||||||||
| Brand Asset Management Group, Inc. | 214.891 $ | -44.643 $ | -17,2 % | 259.534 $ | +16.904 $ | +7,0 % | ||||||
| WEIK CAPITAL MANAGEMENT | 255.709 $ | |||||||||||
| SUMMIT WEALTH GROUP LLC / CO | 253.700 $ | |||||||||||
| Coquina Private Wealth LLC | 128.268 $ | -64.439 $ | -33,4 % | 192.707 $ | +4.111 $ | +2,2 % | 188.596 $ | -62.044 $ | -24,8 % | 250.640 $ | ||
| Dakota Wealth Management | 250.226 $ | +18.337 $ | +7,9 % | 231.889 $ | ||||||||
| ADIRONDACK TRUST CO | 247.957 $ | +10.675 $ | +4,5 % | 237.282 $ | +5.061 $ | +2,2 % | 232.221 $ | -1.190 $ | -0,5 % | 233.411 $ | ||
| GUIDANCE CAPITAL, INC | 247.459 $ | |||||||||||
| Kinloch Capital, LLC | 247.434 $ | +18.472 $ | +8,1 % | 228.962 $ | ||||||||
| OneAscent Wealth Management LLC | 247.317 $ | +7.944 $ | +3,3 % | 239.373 $ | ||||||||
| Fingerlakes Wealth Management, Inc. | 245.999 $ | +7.808 $ | +3,3 % | 238.191 $ | +21.271 $ | +9,8 % | 216.920 $ | +3.880 $ | +1,8 % | 213.040 $ | ||
| XTX Topco Ltd | 245.270 $ | +26.757 $ | +12,2 % | |||||||||
| Meeder Advisory Services, Inc. | 244.608 $ | +4.009 $ | +1,7 % | 240.599 $ | -1.382 $ | -0,6 % | 241.981 $ | |||||
| CURA WEALTH ADVISORS, LLC | 240.967 $ | +9.727 $ | +4,2 % | 231.240 $ | ||||||||
| Atlanta Consulting Group Advisors, LLC | 240.484 $ | +30.617 $ | +14,6 % | 209.867 $ | ||||||||
| NorthCrest Asset Manangement, LLC | 239.904 $ | |||||||||||
| Rockbridge Investment Management, LCC | 239.527 $ | +7.602 $ | +3,3 % | 231.925 $ | +27.533 $ | +13,5 % | 204.392 $ | +3.838 $ | +1,9 % | 200.554 $ | -24.538 $ | -10,9 % |
| SIGNATUREFD, LLC | 184.122 $ | -38.204 $ | -17,2 % | 222.326 $ | -16.273 $ | -6,8 % | 238.599 $ | +119.069 $ | +99,6 % | 119.530 $ | ||
| EdgeRock Capital LLC | 237.506 $ | |||||||||||
| Claro Advisors Inc. | 235.662 $ | +6.816 $ | +3,0 % | 228.846 $ | +28.633 $ | +14,3 % | 200.213 $ | |||||
| Lynx Investment Advisory | 235.465 $ | +21.028 $ | +9,8 % | 214.437 $ | ||||||||
| ASSETMARK, INC | 166.021 $ | -65.470 $ | -28,3 % | 231.491 $ | +4.969 $ | +2,2 % | 226.522 $ | +50.290 $ | +28,5 % | 176.232 $ | +167.567 $ | +1.933,8 % |
| COURIER CAPITAL LLC | 212.560 $ | -17.546 $ | -7,6 % | 230.106 $ | +135.643 $ | +143,6 % | 94.463 $ | -21 $ | -0,0 % | 94.484 $ | ||
| CENTRAL VALLEY ADVISORS, LLC | 211.446 $ | -17.595 $ | -7,7 % | 229.041 $ | +2.823 $ | +1,2 % | 226.218 $ | -1.244 $ | -0,5 % | 227.462 $ | ||
| TOMPKINS FINANCIAL CORP | 210.232 $ | -18.356 $ | -8,0 % | 228.588 $ | +4.876 $ | +2,2 % | 223.712 $ | |||||
| FULTON BREAKEFIELD BROENNIMAN LLC | 223.055 $ | -4.631 $ | -2,0 % | 227.686 $ | +16.685 $ | +7,9 % | 211.001 $ | |||||
| QRG CAPITAL MANAGEMENT, INC. | 227.441 $ | |||||||||||
| LCNB CORP | 226.485 $ | |||||||||||
| Certified Advisory Corp | 210.457 $ | -14.635 $ | -6,5 % | 225.092 $ | +70.717 $ | +45,8 % | 154.375 $ | |||||
| Aureus Asset Management, LLC | 224.537 $ | +20.052 $ | +9,8 % | 204.485 $ | ||||||||
| Verity Asset Management, Inc. | 207.890 $ | -16.622 $ | -7,4 % | 224.512 $ | +6.429 $ | +2,9 % | 218.083 $ | |||||
| Privatperson | 222.473 $ | |||||||||||
| Advisory Services Network, LLC | 167.957 $ | -53.663 $ | -24,2 % | 221.620 $ | +60.968 $ | +38,0 % | 160.652 $ | |||||
| Graney & King, LLC | 209.418 $ | -9.021 $ | -4,1 % | 218.439 $ | -48 $ | -0,0 % | 218.487 $ | |||||
| Savant Capital, LLC | 104.292 $ | -109.722 $ | -51,3 % | 214.014 $ | ||||||||
| Legacy Wealth Managment, LLC/ID | 213.789 $ | +211.941 $ | +11.468,7 % | 1.848 $ | ||||||||
| CLG LLC | 118.274 $ | -8.896 $ | -7,0 % | 127.170 $ | +3.268 $ | +2,6 % | 123.902 $ | -88.525 $ | -41,7 % | 212.427 $ | ||
| Stratos Wealth Advisors, LLC | 212.271 $ | |||||||||||
| Orion Porfolio Solutions, LLC | 211.977 $ | |||||||||||
| Three Cord True Wealth Management, LLC | 210.410 $ | +6.995 $ | +3,4 % | 203.415 $ | ||||||||
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 194.704 $ | -13.982 $ | -6,7 % | 208.686 $ | +5.973 $ | +2,9 % | 202.713 $ | |||||
| TRUST CO OF VERMONT | 50.553 $ | -4.748 $ | -8,6 % | 55.301 $ | -153.357 $ | -73,5 % | 208.658 $ | |||||
| Hamrick Investment Counsel, llc | 139.485 $ | -7.779 $ | -5,3 % | 147.264 $ | -59.831 $ | -28,9 % | 207.095 $ | |||||
| Gibbs Wealth Management | 189.642 $ | -15.781 $ | -7,7 % | 205.423 $ | +3.876 $ | +1,9 % | 201.547 $ | |||||
| Fisher Asset Management, LLC | 205.275 $ | |||||||||||
| Urban Wealth Management, LLC | 204.561 $ | |||||||||||
| Hidden Cove Wealth Management, LLC | 204.008 $ | |||||||||||
| Garden State Investment Advisory Services LLC | 202.661 $ | +5.971 $ | +3,0 % | 196.690 $ | -683 $ | -0,3 % | 197.373 $ | |||||
| MONEY CONCEPTS CAPITAL CORP | 201.956 $ | |||||||||||
| Marion Wealth Management | 187.940 $ | -13.310 $ | -6,6 % | 201.250 $ | ||||||||
| COFG Advisors, LLC | 200.081 $ | |||||||||||
| EP Wealth Advisors, LLC | 199.687 $ | +55.508 $ | +38,5 % | 144.179 $ | -47.480 $ | -24,8 % | 191.659 $ | |||||
| Clear Creek Financial Management, LLC | 194.600 $ | -4.300 $ | -2,2 % | 198.900 $ | ||||||||
| Archer Investment Management, LLC | 195.641 $ | |||||||||||
| Mechanics Bank Trust Department | 193.864 $ | +58.541 $ | +43,3 % | 135.323 $ | +2.373 $ | +1,8 % | 132.950 $ | -668 $ | -0,5 % | 133.618 $ | ||
| Sovereign Financial Group, Inc. | 188.616 $ | +3.558 $ | +1,9 % | 185.058 $ | -1.016 $ | -0,5 % | 186.074 $ | |||||
| Cassady Wealth & Retirement Planning, LLC | 188.139 $ | +1.186 $ | +0,6 % | 186.953 $ | +1.542 $ | +0,8 % | 185.411 $ | |||||
| Advisors Capital Management, LLC | 132.239 $ | +2.495 $ | +1,9 % | 129.744 $ | -56.623 $ | -30,4 % | 186.367 $ | |||||
| Quadrant Private Wealth Management, LLC | 186.258 $ | |||||||||||
| Boston Partners | 180.467 $ | |||||||||||
| SHP Wealth Management | 164.743 $ | -14.225 $ | -7,9 % | 178.968 $ | +16.301 $ | +10,0 % | 162.667 $ | |||||
| Stablepoint Partners, LLC | 163.833 $ | -11.633 $ | -6,6 % | 175.466 $ | +3.076 $ | +1,8 % | 172.390 $ | |||||
| 626 Financial, LLC | 174.196 $ | +5.131 $ | +3,0 % | 169.065 $ | -586 $ | -0,3 % | 169.651 $ | |||||
| Magnus Financial Group LLC | 172.862 $ | |||||||||||
| Silverberg Bernstein Capital Management LLC | 157.893 $ | -13.138 $ | -7,7 % | 171.031 $ | +3.227 $ | +1,9 % | 167.804 $ | |||||
| Ascent Group, LLC | 152.724 $ | -14.344 $ | -8,6 % | 167.068 $ | +4.922 $ | +3,0 % | 162.146 $ | -563 $ | -0,3 % | 162.709 $ | ||
| Portfolio Resources Advisor Group, Inc. | 166.050 $ | |||||||||||
| MAYPORT, LLC | 165.856 $ | +3.538 $ | +2,2 % | 162.318 $ | -936 $ | -0,6 % | 163.254 $ | |||||
| Meridian Financial Advisors, LLC | 165.607 $ | |||||||||||
| CoreCap Advisors, LLC | 164.640 $ | +3.507 $ | +2,2 % | 161.133 $ | +11.332 $ | +7,6 % | 149.801 $ | +42.074 $ | +39,1 % | 107.727 $ | -15.221 $ | -12,4 % |
| LANARK FINANCIAL, INC. | 163.576 $ | +58.452 $ | +55,6 % | 105.124 $ | +1.018 $ | +1,0 % | 104.106 $ | +3.121 $ | +3,1 % | 100.985 $ | ||
| Latitude Advisors, LLC | 163.562 $ | |||||||||||
| Koshinski Asset Management, Inc. | 150.552 $ | -12.178 $ | -7,5 % | 162.730 $ | +6.570 $ | +4,2 % | 156.160 $ | +613 $ | +0,4 % | 155.547 $ | ||
| Tidemark, LLC | 160.701 $ | +5.100 $ | +3,3 % | 155.601 $ | ||||||||
| JPL Wealth Management, LLC | 160.391 $ | |||||||||||
| EASTERN BANK | 113.708 $ | -8.074 $ | -6,6 % | 121.782 $ | -37.168 $ | -23,4 % | 158.950 $ | |||||
| Triton Wealth Management, PLLC | 153.753 $ | -5.086 $ | -3,2 % | 158.839 $ | +4.018 $ | +2,6 % | 154.821 $ | -397 $ | -0,3 % | 155.218 $ | ||
| James J. Burns & Company, LLC | 149.103 $ | -9.573 $ | -6,0 % | 158.676 $ | +3.722 $ | +2,4 % | 154.954 $ | -531 $ | -0,3 % | 155.485 $ | ||
| MMA ASSET MANAGEMENT LLC | 146.779 $ | -11.871 $ | -7,5 % | 158.650 $ | ||||||||
| RIDGECREST WEALTH PARTNERS, LLC | 157.550 $ | |||||||||||
| KRAEMATON INVESTMENT ADVISORS, INC | 144.840 $ | -10.285 $ | -6,6 % | 155.125 $ | ||||||||
| OPTIMA CAPITAL LLC | 140.812 $ | -11.789 $ | -7,7 % | 152.601 $ | ||||||||
| WorthPointe, LLC | 149.365 $ | +2.819 $ | +1,9 % | 146.546 $ | ||||||||
| Maridea Wealth Management LLC | 90.865 $ | -58.279 $ | -39,1 % | 149.144 $ | ||||||||
| EverSource Wealth Advisors, LLC | 146.998 $ | +118.107 $ | +408,8 % | 28.891 $ | +1.311 $ | +4,8 % | 27.580 $ | -13.410 $ | -32,7 % | 40.990 $ | ||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 133.754 $ | -11.129 $ | -7,7 % | 144.883 $ | +2.733 $ | +1,9 % | 142.150 $ | |||||
| One Charles Private Wealth Services, LLC | 144.841 $ | +2.540 $ | +1,8 % | 142.301 $ | -715 $ | -0,5 % | 143.016 $ | |||||
| TWO SIGMA SECURITIES, LLC | 144.615 $ | +22.794 $ | +18,7 % | 121.821 $ | ||||||||
| FARMERS TRUST CO | 142.605 $ | |||||||||||
| HOWE & RUSLING INC | 136.335 $ | +2.908 $ | +2,2 % | 133.427 $ | -770 $ | -0,6 % | 134.197 $ | |||||
| Anchor Investment Management, LLC | 133.221 $ | -2.766 $ | -2,0 % | 135.987 $ | +9.965 $ | +7,9 % | 126.022 $ | |||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 135.442 $ | +63.808 $ | +89,1 % | 71.634 $ | +41.103 $ | +134,6 % | 30.531 $ | |||||
| Painted Porch Advisors LLC | 131.832 $ | |||||||||||
| Rooted Wealth Advisors, Inc. | 131.036 $ | +0 $ | +0,0 % | 131.036 $ | +1.544 $ | +1,2 % | 129.492 $ | +1.015 $ | +0,8 % | 128.477 $ | ||
| HUB Investment Partners, LLC | 127.397 $ | |||||||||||
| Larson Financial Group LLC | 127.234 $ | +62.296 $ | +95,9 % | 64.938 $ | ||||||||
| BlueStem Wealth Partners, LLC | 120.537 $ | -5.379 $ | -4,3 % | 125.916 $ | ||||||||
| ALBION FINANCIAL GROUP /UT | 116.053 $ | -8.220 $ | -6,6 % | 124.273 $ | +112.093 $ | +920,3 % | 12.180 $ | |||||
| Kestra Investment Management, LLC | 113.422 $ | -10.653 $ | -8,6 % | 124.075 $ | ||||||||
| Level Financial Advisors | 120.842 $ | +2.578 $ | +2,2 % | 118.264 $ | -682 $ | -0,6 % | 118.946 $ | |||||
| Rodgers Brothers Inc. | 93.655 $ | +1.871 $ | +2,0 % | 91.784 $ | -26.373 $ | -22,3 % | 118.157 $ | |||||
| Parallel Advisors, LLC | 117.745 $ | |||||||||||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 117.562 $ | |||||||||||
| Perennial Investment Advisors, LLC | 117.436 $ | +2.215 $ | +1,9 % | 115.221 $ | -633 $ | -0,5 % | 115.854 $ | |||||
| Bright Futures Wealth Management, LLC. | 109.567 $ | -7.781 $ | -6,6 % | 117.348 $ | +2.058 $ | +1,8 % | 115.290 $ | -579 $ | -0,5 % | 115.869 $ | ||
| NWF Advisory Services Inc. | 116.689 $ | |||||||||||
| REGIONS FINANCIAL CORP | 104.169 $ | -8.374 $ | -7,4 % | 112.543 $ | +1.987 $ | +1,8 % | 110.556 $ | |||||
| Heritage Investment Group, Inc. | 111.856 $ | |||||||||||
| Summit Financial Consulting LLC | 101.490 $ | -8.158 $ | -7,4 % | 109.648 $ | ||||||||
| Bath Savings Trust Co | 108.690 $ | |||||||||||
| Evanson Financial, LLC | 101.685 $ | -6.927 $ | -6,4 % | 108.612 $ | ||||||||
| BESSEMER GROUP INC | 36.000 $ | -3.000 $ | -7,7 % | 39.000 $ | +2.000 $ | +5,4 % | 37.000 $ | -71.000 $ | -65,7 % | 108.000 $ | ||
| Castle Rock Wealth Management, LLC | 106.854 $ | +4.544 $ | +4,4 % | 102.310 $ | +1.686 $ | +1,7 % | 100.624 $ | -1.106 $ | -1,1 % | 101.730 $ | ||
| OpenArc Corporate Advisory, LLC | 98.178 $ | -7.601 $ | -7,2 % | 105.779 $ | +1.987 $ | +1,9 % | 103.792 $ | -749 $ | -0,7 % | 104.541 $ | ||
| Evanson Asset Management, LLC | 105.615 $ | +330 $ | +0,3 % | 105.285 $ | ||||||||
| SFMG, LLC | 104.833 $ | -266 $ | -0,3 % | 105.099 $ | ||||||||
| BURKE & HERBERT BANK & TRUST CO | 96.191 $ | -7.732 $ | -7,4 % | 103.923 $ | +1.835 $ | +1,8 % | 102.088 $ | -328 $ | -0,3 % | 102.416 $ | ||
| Trust Point Inc. | 103.536 $ | |||||||||||
| HBK Sorce Advisory LLC | 102.240 $ | |||||||||||
| Signal Advisors Wealth, LLC | 102.079 $ | |||||||||||
| Forum Financial Management, LP | 101.970 $ | |||||||||||
| KEYVANTAGE WEALTH, LLC | 101.122 $ | |||||||||||
| WRAPMANAGER INC | 100.647 $ | |||||||||||
| COMMERCE BANK | 100.021 $ | +1.766 $ | +1,8 % | 98.255 $ | -315 $ | -0,3 % | 98.570 $ | |||||
| Arrowroot Family Office, LLC | 99.523 $ | +2.746 $ | +2,8 % | 96.777 $ | +303 $ | +0,3 % | 96.474 $ | |||||
| Vectors Research Management, LLC | 90.581 $ | -6.896 $ | -7,1 % | 97.477 $ | +3.014 $ | +3,2 % | 94.463 $ | -21 $ | -0,0 % | 94.484 $ | ||
| Cresset Asset Management, LLC | 96.861 $ | +1.828 $ | +1,9 % | 95.033 $ | -522 $ | -0,5 % | 95.555 $ | |||||
| Pines Wealth Management, LLC | 89.010 $ | -6.891 $ | -7,2 % | 95.901 $ | +1.801 $ | +1,9 % | 94.100 $ | -678 $ | -0,7 % | 94.778 $ | ||
| Compound Planning, Inc. | 95.096 $ | |||||||||||
| Platform Technology Partners | 76.656 $ | -6.693 $ | -8,0 % | 83.349 $ | +1.778 $ | +2,2 % | 81.571 $ | -10.663 $ | -11,6 % | 92.234 $ | ||
| Integrity Advisory Solutions, LLC | 90.293 $ | -521 $ | -0,6 % | 90.814 $ | ||||||||
| PINNACLE ASSOCIATES LTD | 81.429 $ | -7.110 $ | -8,0 % | 88.539 $ | +1.889 $ | +2,2 % | 86.650 $ | -500 $ | -0,6 % | 87.150 $ | ||
| ROTHSCHILD INVESTMENT LLC | 88.139 $ | +2.798 $ | +3,3 % | 85.341 $ | +7.621 $ | +9,8 % | 77.720 $ | +1.390 $ | +1,8 % | 76.330 $ | +4.774 $ | +6,7 % |
| Palumbo Wealth Management LLC | 78.958 $ | -8.884 $ | -10,1 % | 87.842 $ | ||||||||
| Silver Grove Financial Group, Inc. | 77.421 $ | -10.236 $ | -11,7 % | 87.657 $ | +9.665 $ | +12,4 % | 77.992 $ | -450 $ | -0,6 % | 78.442 $ | ||
| Trajan Wealth LLC | 86.894 $ | |||||||||||
| Ameritas Investment Partners, Inc. | 85.898 $ | +2.460 $ | +2,9 % | 83.438 $ | +97 $ | +0,1 % | 83.341 $ | |||||
| Kapstone Financial Advisors LLC | 85.709 $ | +1.610 $ | +1,9 % | 84.099 $ | ||||||||
| INTEGRITY ALLIANCE, LLC. | 77.786 $ | -6.792 $ | -8,0 % | 84.578 $ | ||||||||
| MONETA GROUP INVESTMENT ADVISORS LLC | 82.456 $ | +1.456 $ | +1,8 % | 81.000 $ | ||||||||
| Community Bank, N.A. | 81.545 $ | +2.573 $ | +3,3 % | 78.972 $ | ||||||||
| OMC Financial Services LTD | 80.712 $ | +1.721 $ | +2,2 % | 78.991 $ | -455 $ | -0,6 % | 79.446 $ | |||||
| Signature Equity Partners, LLC | 54.751 $ | -1.342 $ | -2,4 % | 56.093 $ | -22.296 $ | -28,4 % | 78.389 $ | |||||
| Greg Jennings, LLC | 74.231 $ | |||||||||||
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 74.119 $ | +22.607 $ | +43,9 % | 51.512 $ | +161 $ | +0,3 % | 51.351 $ | |||||
| First Command Advisory Services, Inc. | 45.043 $ | -28.574 $ | -38,8 % | 73.617 $ | +45.828 $ | +164,9 % | 27.789 $ | |||||
| Hilton Head Capital Partners, LLC | 70.672 $ | -1.467 $ | -2,0 % | 72.139 $ | ||||||||
| SageView Advisory Group, LLC | 72.024 $ | |||||||||||
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 69.722 $ | +2.213 $ | +3,3 % | 67.509 $ | +6.029 $ | +9,8 % | 61.480 $ | |||||
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 67.535 $ | +9.547 $ | +16,5 % | 57.988 $ | ||||||||
| Annis Gardner Whiting Capital Advisors, LLC | 66.413 $ | |||||||||||
| Vanguard National Trust Co | 66.235 $ | +5.915 $ | +9,8 % | 60.320 $ | ||||||||
| PlanVest Financial, Inc | 56.847 $ | -4.036 $ | -6,6 % | 60.883 $ | +55.918 $ | +1.126,2 % | 4.965 $ | |||||
| Strategic Investment Solutions, Inc. /IL | 60.543 $ | +2.444 $ | +4,2 % | 58.099 $ | +228 $ | +0,4 % | 57.871 $ | |||||
| GHP Investment Advisors, Inc. | 60.513 $ | |||||||||||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 57.013 $ | -3.075 $ | -5,1 % | 60.088 $ | ||||||||
| Axiom Investment Management LLC | 54.384 $ | -4.500 $ | -7,6 % | 58.884 $ | -666 $ | -1,1 % | 59.550 $ | |||||
| Northwest Capital Management Inc | 58.922 $ | -110.420 $ | -65,2 % | |||||||||
| FIRST HORIZON CORP | 14.052 $ | -43.107 $ | -75,4 % | 57.159 $ | +42.206 $ | +282,3 % | 14.953 $ | -86 $ | -0,6 % | 15.039 $ | ||
| WFA of San Diego, LLC | 56.840 $ | +1.017 $ | +1,8 % | 55.823 $ | +3.491 $ | +6,7 % | ||||||
| ARVEST INVESTMENTS, INC. | 56.724 $ | |||||||||||
| MCF Advisors LLC | 53.181 $ | |||||||||||
| Strategic Advocates LLC | 52.679 $ | |||||||||||
| Concord Wealth Partners | 48.853 $ | -2.982 $ | -5,8 % | 51.835 $ | +1.377 $ | +2,7 % | 50.458 $ | |||||
| Parkside Financial Bank & Trust | 51.768 $ | |||||||||||
| Atlantic Union Bankshares Corp | 50.895 $ | +898 $ | +1,8 % | 49.997 $ | -160 $ | -0,3 % | 50.157 $ | |||||
| Ascentis Independent Advisors | 48.614 $ | |||||||||||
| PFS Partners, LLC | 44.318 $ | -3.869 $ | -8,0 % | 48.187 $ | +1.028 $ | +2,2 % | 47.159 $ | -272 $ | -0,6 % | 47.431 $ | ||
| Bank of the Bluegrass & Trust Co. | 46.433 $ | |||||||||||
| Financial Perspectives, Inc | 42.514 $ | -3.771 $ | -8,1 % | 46.285 $ | +968 $ | +2,1 % | 45.317 $ | -571 $ | -1,2 % | 45.888 $ | ||
| AlphaCore Capital LLC | 45.249 $ | -936 $ | -2,0 % | 46.185 $ | +3.446 $ | +8,1 % | 42.739 $ | |||||
| VALLEY WEALTH MANAGERS, INC. | 40.671 $ | -3.269 $ | -7,4 % | 43.940 $ | +776 $ | +1,8 % | 43.164 $ | -139 $ | -0,3 % | 43.303 $ | ||
| BROWN, LISLE/CUMMINGS, INC. | 39.383 $ | +34.023 $ | +634,8 % | 5.360 $ | +3.291 $ | +159,1 % | 2.069 $ | |||||
| BROWN BROTHERS HARRIMAN & CO | 39.232 $ | +3.504 $ | +9,8 % | 35.728 $ | ||||||||
| Advocate Investing Services LLC | 37.991 $ | |||||||||||
| Financial Gravity Companies, Inc. | 37.624 $ | |||||||||||
| Financial Gravity Asset Management, Inc. | 36.516 $ | -126 $ | -0,3 % | 36.642 $ | ||||||||
| Joseph Group Capital Management | 34.429 $ | |||||||||||
| Next Level Wealth Planning, LLC | 33.583 $ | |||||||||||
| WOLFF WIESE MAGANA LLC | 33.110 $ | -182 $ | -0,5 % | 33.292 $ | ||||||||
| NorthAvenue LLC | 31.730 $ | +1.007 $ | +3,3 % | 30.723 $ | ||||||||
| Security National Bank | 29.046 $ | |||||||||||
| Blue Trust, Inc. | 27.283 $ | |||||||||||
| Chung Wu Investment Group, LLC | 26.836 $ | +851 $ | +3,3 % | 25.985 $ | ||||||||
| Delos Wealth Advisors, LLC | 25.475 $ | |||||||||||
| NVWM, LLC | 25.042 $ | +9.239 $ | +58,5 % | 15.803 $ | +316 $ | +2,0 % | 15.487 $ | -82 $ | -0,5 % | 15.569 $ | ||
| Centerpoint Advisors, LLC | 23.000 $ | -2.000 $ | -8,0 % | 25.000 $ | +1.000 $ | +4,2 % | 24.000 $ | +0 $ | +0,0 % | 24.000 $ | ||
| VANGUARD ADVISERS INC | 24.405 $ | |||||||||||
| Keating Financial Advisory Services, Inc. | 22.571 $ | +2.016 $ | +9,8 % | 20.555 $ | ||||||||
| Transamerica Financial Advisors, LLC | 22.326 $ | +3.395 $ | +17,9 % | 18.931 $ | ||||||||
| Manchester Capital Management LLC | 21.996 $ | +698 $ | +3,3 % | 21.298 $ | +1.902 $ | +9,8 % | 19.396 $ | +347 $ | +1,8 % | 19.049 $ | ||
| Key FInancial Inc | 21.586 $ | |||||||||||
| HAZLETT, BURT & WATSON, INC. | 20.000 $ | -1.000 $ | -4,8 % | 21.000 $ | +0 $ | +0,0 % | 21.000 $ | +0 $ | +0,0 % | 21.000 $ | ||
| JFS WEALTH ADVISORS, LLC | 19.312 $ | +613 $ | +3,3 % | 18.699 $ | ||||||||
| Networth Advisors, LLC | 18.962 $ | -311 $ | -1,6 % | 19.273 $ | ||||||||
| Rossby Financial, LCC | 18.943 $ | +16.083 $ | +562,3 % | 2.860 $ | -203 $ | -6,6 % | 3.063 $ | |||||
| Bare Financial Services, Inc | 18.364 $ | |||||||||||
| ST GERMAIN D J CO INC | 17.393 $ | +457 $ | +2,7 % | 16.936 $ | -1.383 $ | -7,5 % | 18.319 $ | +1.146 $ | +6,7 % | |||
| WPG Advisers, LLC | 17.545 $ | -364 $ | -2,0 % | 17.909 $ | ||||||||
| Carolina Wealth Advisors, LLC | 16.628 $ | |||||||||||
| Horizon Investments, LLC | 8.336 $ | -6.837 $ | -45,1 % | 15.173 $ | +7.700 $ | +103,0 % | 7.473 $ | |||||
| Rialto Wealth Management, LLC | 14.862 $ | +13.859 $ | +1.381,8 % | 1.003 $ | ||||||||
| Triumph Capital Management | 13.889 $ | +940 $ | +7,3 % | 12.949 $ | ||||||||
| SALEM INVESTMENT COUNSELORS INC | 13.605 $ | |||||||||||
| NFSG Corp | 13.219 $ | -1.836.345 $ | -99,3 % | |||||||||
| Johnson Financial Group, Inc. | 12.853 $ | +230 $ | +1,8 % | 12.623 $ | +789 $ | +6,7 % | ||||||
| Creative Capital Management Investments LLC | 12.524 $ | |||||||||||
| Provenance Wealth Advisors, LLC | 12.095 $ | -251 $ | -2,0 % | 12.346 $ | ||||||||
| Main Street Group, LTD | 12.014 $ | |||||||||||
| Roble, Belko & Company, Inc | 12.000 $ | +5.000 $ | +71,4 % | 7.000 $ | +3.000 $ | +75,0 % | 4.000 $ | +0 $ | +0,0 % | 4.000 $ | ||
| Marshall & Sterling Wealth Advisors Inc. | 10.658 $ | -811 $ | -7,1 % | 11.469 $ | +354 $ | +3,2 % | 11.115 $ | -2 $ | -0,0 % | 11.117 $ | ||
| FIDUCIARY FINANCIAL ADVISORS | 11.158 $ | |||||||||||
| ALERUS FINANCIAL NA | 9.664 $ | -857 $ | -8,1 % | 10.521 $ | +220 $ | +2,1 % | 10.301 $ | |||||
| Cornerstone Planning Group LLC | 9.873 $ | -213 $ | -2,1 % | 10.086 $ | ||||||||
| Abound Wealth Management | 9.893 $ | +314 $ | +3,3 % | 9.579 $ | +855 $ | +9,8 % | 8.724 $ | |||||
| Plante Moran Financial Advisors, LLC | 9.261 $ | |||||||||||
| Elevated Capital Advisors, LLC | 8.036 $ | -755 $ | -8,6 % | 8.791 $ | +259 $ | +3,0 % | 8.532 $ | -30 $ | -0,4 % | 8.562 $ | ||
| VALLEY NATIONAL ADVISERS INC | 8.153 $ | |||||||||||
| Allie Family Office LLC | 7.981 $ | |||||||||||
| Valued Wealth Advisors LLC | 7.052 $ | +224 $ | +3,3 % | 6.828 $ | +53 $ | +0,8 % | 6.775 $ | +121 $ | +1,8 % | 6.654 $ | ||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 6.561 $ | +238 $ | +3,8 % | 6.323 $ | ||||||||
| EVERMAY WEALTH MANAGEMENT LLC | 6.114 $ | |||||||||||
| Team Financial Group, LLC | 5.149 $ | |||||||||||
| Cape Investment Advisory, Inc. | 5.052 $ | |||||||||||
| PIN OAK INVESTMENT ADVISORS INC | 5.000 $ | |||||||||||
| NBH Bank | 4.791 $ | +97 $ | +2,1 % | 4.694 $ | ||||||||
| Pinnacle Bancorp, Inc. | 4.253 $ | |||||||||||
| HANTZ FINANCIAL SERVICES, INC. | 4.000 $ | +0 $ | +0,0 % | 4.000 $ | +1.000 $ | +33,3 % | 3.000 $ | |||||
| BlackRock, Inc. | 3.668 $ | |||||||||||
| CALDWELL SUTTER CAPITAL, INC. | 3.258 $ | -271 $ | -7,7 % | 3.529 $ | +67 $ | +1,9 % | 3.462 $ | -19 $ | -0,5 % | 3.481 $ | ||
| DecisionPoint Financial, LLC | 3.384 $ | -45 $ | -1,3 % | 3.429 $ | +236 $ | +7,4 % | 3.193 $ | +86 $ | +2,8 % | 3.107 $ | -4 $ | -0,1 % |
| Lynch Investment Planning, LLC | 2.631 $ | |||||||||||
| Central Pacific Bank - Trust Division | 1.947 $ | +62 $ | +3,3 % | 1.885 $ | +168 $ | +9,8 % | 1.717 $ | |||||
| SOA Wealth Advisors, LLC. | 1.325 $ | |||||||||||
| Activest Wealth Management | 1.299 $ | |||||||||||
| Crews Bank & Trust | 1.274 $ | +114 $ | +9,8 % | 1.160 $ | ||||||||
| Private Wealth Asset Management, LLC | 1.224 $ | |||||||||||
| Strategic Wealth Partners, Ltd. | 1.200 $ | +1.090 $ | +990,9 % | 110 $ | ||||||||
| Park Square Financial Group, LLC | 579 $ | |||||||||||
| Osbon Capital Management LLC | 524 $ | |||||||||||
| Strive Financial Group ,LLC | 215 $ | -3 $ | -1,4 % | 218 $ | -27 $ | -11,0 % | 245 $ | |||||
| Beacon Capital Management, Inc. | 70 $ | +3 $ | +4,5 % | 67 $ | +6 $ | +9,8 % | 61 $ | +1 $ | +1,7 % | 60 $ | +4 $ | +7,1 % |
| True Wealth Design, LLC | 48 $ | -4 $ | -7,7 % | 52 $ | +1 $ | +2,0 % | 51 $ | |||||
| Gesamt | 5.537.992.856 $ | +743.621.640 $ | +988,7 % | 12.293.359.555 $ | +3.508.407.234 $ | +352,1 % | 8.732.149.689 $ | -47.806.875 $ | +72,8 % | 8.703.631.083 $ | +2.120.885.103 $ | +512,9 % |
Keine Anlageberatung, keine individuelle Empfehlung.
Die hier gezeigten Zahlen sind eine aggregierte Auswertung öffentlich zugänglicher
aufsichtsrechtlicher Pflichtmeldungen und öffentlicher Register und stellen keine
Bewertung oder Empfehlung zu einzelnen Wertpapieren, Fonds oder Emittenten dar.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Keine Anlageberatung, keine individuelle Empfehlung.
Aggregierte Auswertung öffentlicher Pflichtmeldungen, keine Bewertung einzelner
Wertpapiere. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.