| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 10.992.472.208 $ | +2.807.709.861 $ | +667,1 % | 8.243.752.709 $ | -364.663.630 $ | +68,3 % | 8.542.543.798 $ | +2.085.770.302 $ | +541,4 % | 5.987.959.813 $ | +1.177.408.356 $ | +39,6 % | |
| BANK OF AMERICA CORP /DE/ | 1.984.412.073 $ | +290.561.405 $ | +17,2 % | 1.693.850.668 $ | +569.411.130 $ | +50,6 % | 1.124.439.538 $ | +593.771.256 $ | +111,9 % | 530.668.282 $ | +121.010.419 $ | +29,5 % |
| FRANKLIN RESOURCES 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 % | 1.842.109.649 $ | +119.688.033 $ | +6,9 % |
| MORGAN STANLEY | 943.105.821 $ | +243.001.764 $ | +34,7 % | 700.104.057 $ | +231.304.742 $ | +49,3 % | 468.799.315 $ | +141.284.220 $ | +43,1 % | 327.515.095 $ | +111.435.615 $ | +51,6 % |
| LPL Financial LLC | 574.931.896 $ | +463.768.887 $ | +417,2 % | 111.163.009 $ | +33.134.721 $ | +42,5 % | 78.028.288 $ | +54.088.217 $ | +225,9 % | 23.940.071 $ | +6.535.335 $ | +37,5 % |
| Cetera Investment Advisers | 543.556.927 $ | +101.909.194 $ | +23,1 % | 441.647.733 $ | +79.736.401 $ | +22,0 % | 361.911.332 $ | +115.561.482 $ | +46,9 % | 246.349.850 $ | +90.269.591 $ | +57,8 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 466.481.278 $ | +109.081.994 $ | +30,5 % | 357.399.284 $ | +81.005.219 $ | +29,3 % | 276.394.065 $ | +62.423.065 $ | +29,2 % | 213.971.000 $ | +35.236.000 $ | +19,7 % |
| CULLEN/FROST BANKERS, INC. | 439.064.744 $ | +80.402.217 $ | +22,4 % | 358.662.527 $ | +46.377.943 $ | +14,9 % | 312.284.584 $ | +62.655.837 $ | +25,1 % | 249.628.747 $ | +149.754.634 $ | +149,9 % |
| 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 $ | +93.186.059 $ | +34,9 % | 266.668.828 $ | +44.459.174 $ | +20,0 % | 222.209.654 $ | +43.100.381 $ | +24,1 % | 179.109.273 $ | +35.652.934 $ | +24,9 % |
| UBS Group AG | 333.713.518 $ | +46.312.573 $ | +16,1 % | 287.400.945 $ | +37.668.464 $ | +15,1 % | 249.732.481 $ | +51.353.591 $ | +25,9 % | 198.378.890 $ | +20.093.640 $ | +11,3 % |
| Cambridge Investment Research Advisors, Inc. | 305.776.000 $ | +214.135.000 $ | +233,7 % | 91.641.000 $ | +15.079.000 $ | +19,7 % | 76.562.000 $ | +29.395.000 $ | +62,3 % | 47.167.000 $ | +15.368.000 $ | +48,3 % |
| ENVESTNET ASSET MANAGEMENT INC | 290.257.313 $ | +61.685.219 $ | +27,0 % | 228.572.094 $ | +35.440.803 $ | +18,4 % | 193.131.291 $ | +25.099.092 $ | +14,9 % | 168.032.199 $ | +124.426.218 $ | +285,3 % |
| Glenmede Investment Management, LP | 247.224.442 $ | +46.182.179 $ | +23,0 % | |||||||||
| WELLS FARGO & COMPANY/MN | 208.369.530 $ | +73.505.228 $ | +54,5 % | 134.864.302 $ | +56.169.980 $ | +71,4 % | 78.694.322 $ | +42.751.850 $ | +118,9 % | 35.942.472 $ | +19.620.879 $ | +120,2 % |
| CWM, LLC | 155.627.147 $ | +6.881.147 $ | +4,6 % | 148.746.000 $ | +17.989.000 $ | +13,8 % | 130.757.000 $ | +25.805.000 $ | +24,6 % | |||
| Allegheny Financial Group | 132.944.828 $ | +27.065.791 $ | +25,6 % | 105.879.037 $ | +15.552.826 $ | +17,2 % | 90.326.211 $ | +29.640.229 $ | +48,8 % | 60.685.982 $ | +20.955.957 $ | +52,7 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 99.246.667 $ | +4.564.008 $ | +4,8 % | 94.682.659 $ | -36.422.170 $ | -27,8 % | 131.104.829 $ | +88.563.219 $ | +208,2 % | 42.541.610 $ | +1.444.439 $ | +3,5 % |
| STIFEL FINANCIAL CORP | 126.795.028 $ | +19.237.288 $ | +17,9 % | 107.557.740 $ | +8.165.530 $ | +8,2 % | 99.392.210 $ | +8.532.764 $ | +9,4 % | 90.859.446 $ | +8.258.424 $ | +10,0 % |
| Janney Montgomery Scott LLC | 110.342.000 $ | +109.563.000 $ | +14.064,6 % | 779.000 $ | -34.384.000 $ | -97,8 % | 35.163.000 $ | +13.313.000 $ | +60,9 % | 21.850.000 $ | +3.809.000 $ | +21,1 % |
| Modern Wealth Management, LLC | 107.334.875 $ | +16.866.966 $ | +18,6 % | 90.467.909 $ | +39.353.125 $ | +77,0 % | 51.114.784 $ | +26.256.357 $ | +105,6 % | |||
| Corient Private Wealth LP | 70.258.198 $ | +9.530.375 $ | +15,7 % | 60.727.823 $ | -45.756.768 $ | -43,0 % | 106.484.591 $ | +77.023.787 $ | +261,4 % | 29.460.804 $ | +5.731.168 $ | +24,2 % |
| HighTower Advisors, LLC | 106.415.606 $ | +21.025.595 $ | +24,6 % | 85.390.011 $ | +8.332.917 $ | +10,8 % | 77.057.094 $ | +25.856.068 $ | +50,5 % | 51.201.026 $ | +1.601.883 $ | +3,2 % |
| Amplius Wealth Advisors, LLC | 103.837.811 $ | +12.037.453 $ | +13,1 % | 91.800.358 $ | -1.151.665 $ | -1,2 % | 92.952.023 $ | +7.219.884 $ | +8,4 % | 85.732.139 $ | +7.063.380 $ | +9,0 % |
| 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 % | 8.631.546 $ | +6.039.148 $ | +233,0 % |
| OSAIC HOLDINGS, INC. | 94.488.645 $ | +70.018.056 $ | +286,1 % | 24.470.589 $ | +13.727.195 $ | +127,8 % | 10.743.394 $ | +8.681.640 $ | +421,1 % | 2.061.754 $ | +963.179 $ | +87,7 % |
| Opal Wealth Advisors, LLC | 79.615.201 $ | +6.830.440 $ | +9,4 % | 72.784.761 $ | +2.630.154 $ | +3,7 % | 70.154.607 $ | +5.505.014 $ | +8,5 % | 64.649.593 $ | +5.018.565 $ | +8,4 % |
| Kestra Advisory Services, LLC | 76.273.756 $ | +11.335.429 $ | +17,5 % | 64.938.327 $ | +19.764.280 $ | +43,8 % | 45.174.047 $ | +18.204.316 $ | +67,5 % | 26.969.731 $ | +7.788.299 $ | +40,6 % |
| Oak Barrel Wealth Advisory LLC | 73.516.366 $ | +19.244.547 $ | +35,5 % | 54.271.819 $ | ||||||||
| Sanctuary Advisors, LLC | 65.740.100 $ | +10.162.301 $ | +18,3 % | 55.577.799 $ | +9.576.789 $ | +20,8 % | 46.001.010 $ | -8.282.011 $ | -15,3 % | 54.283.021 $ | +15.989.069 $ | +41,8 % |
| RFG Advisory, LLC | 65.454.696 $ | +23.285.401 $ | +55,2 % | 42.169.295 $ | +6.145.188 $ | +17,1 % | 36.024.107 $ | +18.070.275 $ | +100,6 % | 17.953.832 $ | +5.772.568 $ | +47,4 % |
| 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 % | 35.102.000 $ | +13.462.000 $ | +62,2 % |
| AMERIPRISE FINANCIAL INC | 57.515.551 $ | +8.077.880 $ | +16,3 % | 49.437.671 $ | +6.364.599 $ | +14,8 % | 43.073.072 $ | |||||
| 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 % | 14.040.313 $ | +3.339.012 $ | +31,2 % |
| MML INVESTORS SERVICES, LLC | 51.653.156 $ | +19.568.015 $ | +61,0 % | 32.085.141 $ | +347.950 $ | +1,1 % | 31.737.191 $ | +11.403.777 $ | +56,1 % | 20.333.414 $ | +7.192.414 $ | +54,7 % |
| OneDigital Investment Advisors LLC | 49.064.319 $ | +10.541.135 $ | +27,4 % | 38.523.184 $ | +16.158.987 $ | +72,3 % | 22.364.197 $ | +8.661.893 $ | +63,2 % | 13.702.304 $ | +7.970.801 $ | +139,1 % |
| 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 % | 31.333.508 $ | ||
| AUCTUS ADVISORS LLC | 48.138.834 $ | +4.076.605 $ | +9,3 % | 44.062.229 $ | +473.521 $ | +1,1 % | 43.588.708 $ | |||||
| Geneos Wealth Management Inc. | 44.807.412 $ | +5.337.860 $ | +13,5 % | 39.469.552 $ | +1.793.123 $ | +4,8 % | 37.676.429 $ | +5.793.542 $ | +18,2 % | 31.882.887 $ | +3.063.492 $ | +10,6 % |
| M&T BANK CORP | 44.770.911 $ | +25.368.612 $ | +130,8 % | 19.402.299 $ | +1.101.905 $ | +6,0 % | 18.300.394 $ | +10.012.181 $ | +120,8 % | 8.288.213 $ | +4.387.943 $ | +112,5 % |
| Harbor Group, Inc. | 44.649.446 $ | +4.709.242 $ | +11,8 % | 39.940.204 $ | +1.284.480 $ | +3,3 % | 38.655.724 $ | +3.348.422 $ | +9,5 % | 35.307.302 $ | +3.374.373 $ | +10,6 % |
| Summit Investment Advisory Services, LLC | 44.122.615 $ | |||||||||||
| Rockefeller Capital Management L.P. | 43.619.787 $ | +12.829.796 $ | +41,7 % | 30.789.991 $ | +3.747.465 $ | +13,9 % | 27.042.526 $ | +23.166.258 $ | +597,6 % | 3.876.268 $ | +75.390 $ | +2,0 % |
| GGM Financial LLC | 41.101.852 $ | +35.341.426 $ | +613,5 % | 5.760.426 $ | +767.716 $ | +15,4 % | 4.992.710 $ | +626.426 $ | +14,3 % | 4.366.284 $ | +1.188.013 $ | +37,4 % |
| Embree Financial Group | 40.008.342 $ | +4.357.183 $ | +12,2 % | 35.651.159 $ | +7.993.094 $ | +28,9 % | 27.658.065 $ | +13.236.519 $ | +91,8 % | 14.421.546 $ | +3.277.775 $ | +29,4 % |
| 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 $ | |||||||||||
| SAX WEALTH ADVISORS, LLC | 39.061.610 $ | +7.954.118 $ | +25,6 % | 31.107.492 $ | -154.938 $ | -0,5 % | 31.262.430 $ | +8.486.316 $ | +37,3 % | 22.776.114 $ | +8.287.015 $ | +57,2 % |
| RAYMOND JAMES FINANCIAL INC | 38.364.453 $ | +6.110.973 $ | +18,9 % | 32.253.480 $ | +4.364.641 $ | +15,7 % | 27.888.839 $ | +20.990.130 $ | +304,3 % | 6.898.709 $ | -19.050 $ | -0,3 % |
| AdvisorNet Financial, Inc | 36.168.100 $ | +6.234.727 $ | +20,8 % | 29.933.373 $ | +2.168.162 $ | +7,8 % | 27.765.211 $ | +6.809.496 $ | +32,5 % | 20.955.715 $ | +5.019.942 $ | +31,5 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 35.203.000 $ | +19.256.000 $ | +120,7 % | |||||||||
| JANE STREET GROUP, LLC | 12.857.213 $ | -7.158.605 $ | -35,8 % | 20.015.818 $ | -14.900.481 $ | -42,7 % | 34.916.299 $ | +23.414.082 $ | +203,6 % | 11.502.217 $ | -6.684.355 $ | -36,8 % |
| Arete Wealth Advisors, LLC | 34.447.777 $ | +1.910.121 $ | +5,9 % | 32.537.656 $ | +4.338.731 $ | +15,4 % | 28.198.925 $ | +2.587.925 $ | +10,1 % | 25.611.000 $ | +2.325.000 $ | +10,0 % |
| Steward Partners Investment Advisory, LLC | 34.382.449 $ | +7.917.287 $ | +29,9 % | 26.465.162 $ | +5.697.974 $ | +27,4 % | 20.767.188 $ | +4.400.326 $ | +26,9 % | 16.366.862 $ | +2.057.232 $ | +14,4 % |
| Private Advisor Group, LLC | 33.630.723 $ | +28.003.528 $ | +497,6 % | 5.627.195 $ | +1.683.803 $ | +42,7 % | 3.943.392 $ | |||||
| BAKER TILLY WEALTH MANAGEMENT, LLC | 30.199.708 $ | +6.268.197 $ | +26,2 % | 23.931.511 $ | +2.965.922 $ | +14,1 % | 20.965.589 $ | +4.576.616 $ | +27,9 % | 16.388.973 $ | +2.953.712 $ | +22,0 % |
| Sowa Financial Group, Inc. | 29.918.000 $ | +3.851.000 $ | +14,8 % | 26.067.000 $ | +46.000 $ | +0,2 % | 26.021.000 $ | +2.599.000 $ | +11,1 % | 23.422.000 $ | +2.521.000 $ | +12,1 % |
| Marks Group Wealth Management, Inc | 29.666.478 $ | +13.464.526 $ | +83,1 % | 16.201.952 $ | +15.213.311 $ | +1.538,8 % | 988.641 $ | |||||
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 28.507.952 $ | +17.438.443 $ | +157,5 % | 11.069.509 $ | ||||||||
| TRUIST FINANCIAL CORP | 21.439.997 $ | -6.436.720 $ | -23,1 % | 27.876.717 $ | +5.108.451 $ | +22,4 % | 22.768.266 $ | +2.357.703 $ | +11,6 % | 20.410.563 $ | +16.650.951 $ | +442,9 % |
| Bucket List Wealth Management, LLC | 26.658.630 $ | +10.625.760 $ | +66,3 % | 16.032.870 $ | ||||||||
| Baird Financial Group, Inc. | 25.496.552 $ | +2.658.426 $ | +11,6 % | 22.838.126 $ | +2.909.681 $ | +14,6 % | 19.928.445 $ | +2.586.176 $ | +14,9 % | 17.342.269 $ | +1.815.501 $ | +11,7 % |
| Stratos Investment Management, LLC | 24.798.211 $ | +12.170.612 $ | +96,4 % | 12.627.599 $ | +4.569.858 $ | +56,7 % | 8.057.741 $ | |||||
| 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 % | 14.343.338 $ | +12.077.826 $ | +533,1 % |
| 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 % | 6.916.802 $ | +3.110.827 $ | +81,7 % |
| CASTLE WEALTH MANAGEMENT LLC | 23.550.011 $ | +3.891.985 $ | +19,8 % | 19.658.026 $ | +1.388.601 $ | +7,6 % | 18.269.425 $ | +932.080 $ | +5,4 % | 17.337.345 $ | +1.165.334 $ | +7,2 % |
| Piedmont Capital Management, LLC | 22.793.241 $ | |||||||||||
| Retirement Management Systems Inc. | 22.345.607 $ | +3.247.925 $ | +17,0 % | 19.097.682 $ | +5.795.407 $ | +43,6 % | 13.302.275 $ | |||||
| Snowden Capital Advisors LLC | 21.943.779 $ | +5.702.219 $ | +35,1 % | 16.241.560 $ | +561.852 $ | +3,6 % | 15.679.708 $ | |||||
| Towneley Capital Management, Inc / DE | 21.859.875 $ | +1.771.598 $ | +8,8 % | 20.088.277 $ | +526.398 $ | +2,7 % | 19.561.879 $ | +1.358.759 $ | +7,5 % | 18.203.120 $ | ||
| Dogwood Wealth Management LLC | 21.740.040 $ | +3.454.908 $ | +18,9 % | 18.285.132 $ | +1.437.944 $ | +8,5 % | 16.847.188 $ | |||||
| ADAMSBROWN WEALTH CONSULTANTS LLC | 21.616.788 $ | |||||||||||
| SILVER OAK SECURITIES, INCORPORATED | 21.457.124 $ | +2.495.125 $ | +13,2 % | 18.961.999 $ | +511.812 $ | +2,8 % | 18.450.187 $ | +16.718.285 $ | +965,3 % | 1.731.902 $ | +284.945 $ | +19,7 % |
| Frontier Asset Management, LLC | 21.047.503 $ | +1.923.106 $ | +10,1 % | 19.124.397 $ | +6.786.993 $ | +55,0 % | 12.337.404 $ | +1.478.023 $ | +13,6 % | 10.859.381 $ | ||
| Valmark Advisers, Inc. | 20.549.276 $ | +5.337.701 $ | +35,1 % | 15.211.575 $ | +8.181.307 $ | +116,4 % | 7.030.268 $ | +6.058.730 $ | +623,6 % | 971.538 $ | +201.375 $ | +26,1 % |
| JPMORGAN CHASE & CO | 20.273.062 $ | +9.577.706 $ | +89,6 % | 10.695.356 $ | +3.066.674 $ | +40,2 % | 7.628.682 $ | +1.638.388 $ | +27,4 % | 5.990.294 $ | +4.869.189 $ | +434,3 % |
| Atria Investments, Inc | 20.262.077 $ | +2.036.672 $ | +11,2 % | 18.225.405 $ | +7.427.799 $ | +68,8 % | 10.797.606 $ | +1.573.982 $ | +17,1 % | 9.223.624 $ | -385.100 $ | -4,0 % |
| Redhawk Wealth Advisors, Inc. | 19.682.796 $ | +2.269.046 $ | +13,0 % | 17.413.750 $ | +3.734.366 $ | +27,3 % | 13.679.384 $ | +1.593.650 $ | +13,2 % | 12.085.734 $ | +818.644 $ | +7,3 % |
| Cooper Financial Group | 16.833.734 $ | +1.265.270 $ | +8,1 % | 15.568.464 $ | -3.913.717 $ | -20,1 % | 19.482.181 $ | +1.877.312 $ | +10,7 % | 17.604.869 $ | ||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 19.200.033 $ | +5.444.682 $ | +39,6 % | 13.755.351 $ | +5.959.986 $ | +76,5 % | 7.795.365 $ | +2.327.400 $ | +42,6 % | 5.467.965 $ | +1.334.946 $ | +32,3 % |
| ROYAL BANK OF CANADA | 18.947.000 $ | +1.532.000 $ | +8,8 % | 17.415.000 $ | +1.954.000 $ | +12,6 % | 15.461.000 $ | +6.339.000 $ | +69,5 % | 9.122.000 $ | -5.784.000 $ | -38,8 % |
| 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 % | 14.957.303 $ | +1.229.194 $ | +9,0 % |
| Weil Company, Inc. | 12.664.334 $ | -5.610.304 $ | -30,7 % | 18.274.638 $ | +1.940.260 $ | +11,9 % | 16.334.378 $ | +2.344.838 $ | +16,8 % | 13.989.540 $ | +2.350.760 $ | +20,2 % |
| Haverford Trust Co | 18.191.494 $ | +2.595.108 $ | +16,6 % | 15.596.386 $ | +1.465.038 $ | +10,4 % | 14.131.348 $ | +3.563.659 $ | +33,7 % | 10.567.689 $ | +3.007.104 $ | +39,8 % |
| 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 % | 455.333 $ | +305.789 $ | +204,5 % |
| BridgePort Financial Solutions, LLC | 17.243.116 $ | -297.599 $ | -1,7 % | 17.540.715 $ | +1.259.840 $ | +7,7 % | 16.280.875 $ | +1.483.648 $ | +10,0 % | 14.797.227 $ | +3.418.644 $ | +30,0 % |
| Able Wealth Management LLC | 16.972.386 $ | +636.120 $ | +3,9 % | 16.336.266 $ | +4.086.536 $ | +33,4 % | 12.249.730 $ | +2.621.554 $ | +27,2 % | 9.628.176 $ | +2.891.635 $ | +42,9 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 16.664.103 $ | +5.941.966 $ | +55,4 % | 10.722.137 $ | +1.408.395 $ | +15,1 % | 9.313.742 $ | +1.896.292 $ | +25,6 % | 7.417.450 $ | +1.262.453 $ | +20,5 % |
| IVC Wealth Advisors LLC | 16.237.138 $ | +1.341.240 $ | +9,0 % | 14.895.898 $ | +685.701 $ | +4,8 % | 14.210.197 $ | +1.066.878 $ | +8,1 % | 13.143.319 $ | +2.264.322 $ | +20,8 % |
| Merit Financial Group, LLC | 15.976.543 $ | +5.249.703 $ | +48,9 % | 10.726.840 $ | +4.732.576 $ | +79,0 % | 5.994.264 $ | +2.441.106 $ | +68,7 % | 3.553.158 $ | +1.491.653 $ | +72,4 % |
| Midwest Financial Partners Investments, Inc. | 15.827.600 $ | +3.139.976 $ | +24,7 % | 12.687.624 $ | +795.410 $ | +6,7 % | 11.892.214 $ | |||||
| CENTRAL TRUST Co | 15.439.430 $ | +1.398.372 $ | +10,0 % | 14.041.058 $ | -84.107 $ | -0,6 % | 14.125.165 $ | +949.861 $ | +7,2 % | 13.175.304 $ | +259.281 $ | +2,0 % |
| IronBridge Private Wealth, LLC | 15.112.284 $ | -35.632 $ | -0,2 % | 15.147.916 $ | +0 $ | +0,0 % | 15.147.916 $ | +1.274.113 $ | +9,2 % | |||
| Prosperity Financial Group, Inc. | 11.193.602 $ | +1.359.506 $ | +13,8 % | 9.834.096 $ | -3.017.109 $ | -23,5 % | 12.851.205 $ | -2.023.693 $ | -13,6 % | 14.874.898 $ | +1.466.082 $ | +10,9 % |
| 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 % | 11.650.940 $ | +4.223.597 $ | +56,9 % |
| HARBOUR INVESTMENTS, INC. | 14.148.989 $ | +2.675.055 $ | +23,3 % | 11.473.934 $ | +3.608.891 $ | +45,9 % | 7.865.043 $ | +2.308.720 $ | +41,6 % | 5.556.323 $ | +1.217.345 $ | +28,1 % |
| Trademark Financial Management, LLC | 13.980.629 $ | +2.646.733 $ | +23,4 % | 11.333.896 $ | +2.237.851 $ | +24,6 % | 9.096.045 $ | +2.947.398 $ | +47,9 % | 6.148.647 $ | +5.054.431 $ | +461,9 % |
| Colonial River Investments, LLC | 8.843.819 $ | -5.052.981 $ | -36,4 % | 13.896.800 $ | ||||||||
| Rollins Financial Advisors, LLC | 13.629.622 $ | +1.753.338 $ | +14,8 % | 11.876.284 $ | +2.320.465 $ | +24,3 % | 9.555.819 $ | +4.005.524 $ | +72,2 % | 5.550.295 $ | +1.753.048 $ | +46,2 % |
| Smartleaf Asset Management LLC | 13.555.224 $ | +1.491.225 $ | +12,4 % | 12.063.999 $ | -461.355 $ | -3,7 % | 12.525.354 $ | +4.332.469 $ | +52,9 % | 8.192.885 $ | ||
| 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 % | 2.225.456 $ | -13.022 $ | -0,6 % |
| Next Level Private LLC | 13.119.145 $ | +4.531.008 $ | +52,8 % | 8.588.137 $ | +4.610.703 $ | +115,9 % | 3.977.434 $ | +3.133.032 $ | +371,0 % | 844.402 $ | +53.326 $ | +6,7 % |
| Brookstone Capital Management | 7.568.984 $ | -5.392.531 $ | -41,6 % | 12.961.515 $ | ||||||||
| Key Client Fiduciary Advisors, LLC | 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 % | 494.277 $ | +90.836 $ | +22,5 % |
| NewEdge Advisors, LLC | 12.240.317 $ | +703.522 $ | +6,1 % | 11.536.795 $ | +3.182.117 $ | +38,1 % | 8.354.678 $ | +8.100.814 $ | +3.191,0 % | |||
| MGO ONE SEVEN LLC | 12.061.459 $ | +964.247 $ | +8,7 % | 11.097.212 $ | +5.177.338 $ | +87,5 % | 5.919.874 $ | +3.699.941 $ | +166,7 % | 2.219.933 $ | +391.169 $ | +21,4 % |
| Integrated Advisors Network LLC | 11.949.688 $ | +1.455.874 $ | +13,9 % | 10.493.814 $ | -45.217 $ | -0,4 % | 10.539.031 $ | +3.839.168 $ | +57,3 % | 6.699.863 $ | +1.080.733 $ | +19,2 % |
| Stonebridge Financial Group, LLC / MO | 11.943.486 $ | +7.301.246 $ | +157,3 % | 4.642.240 $ | +885.624 $ | +23,6 % | 3.756.616 $ | |||||
| Arax Advisory Partners | 11.618.128 $ | +11.607.901 $ | +113.502,5 % | 10.227 $ | -13.980 $ | -57,8 % | 24.207 $ | |||||
| J.W. COLE ADVISORS, INC. | 11.547.121 $ | +4.463.582 $ | +63,0 % | 7.083.539 $ | +1.652.369 $ | +30,4 % | 5.431.170 $ | +629.293 $ | +13,1 % | |||
| Stratos Wealth Partners, LTD. | 11.491.553 $ | +11.279.976 $ | +5.331,4 % | 211.577 $ | -472.354 $ | -69,1 % | 683.931 $ | |||||
| CENTAURUS FINANCIAL, INC. | 11.323.000 $ | +1.097.000 $ | +10,7 % | 10.226.000 $ | ||||||||
| Patriot Financial Group Insurance Agency, LLC | 6.496.852 $ | -4.818.562 $ | -42,6 % | 11.315.414 $ | +5.378.175 $ | +90,6 % | 5.937.239 $ | +54.550 $ | +0,9 % | 5.882.689 $ | +3.873.218 $ | +192,7 % |
| New England Private Wealth Advisors LLC | 11.102.785 $ | +3.694.945 $ | +49,9 % | 7.407.840 $ | +1.129.905 $ | +18,0 % | 6.277.935 $ | +962.098 $ | +18,1 % | 5.315.837 $ | -692.102 $ | -11,5 % |
| &PARTNERS | 10.915.452 $ | +2.377.176 $ | +27,8 % | 8.538.276 $ | +1.540.795 $ | +22,0 % | 6.997.481 $ | +3.420.544 $ | +95,6 % | 3.576.937 $ | ||
| KELLEHER FINANCIAL ADVISORS | 10.803.925 $ | |||||||||||
| Midwest Capital Advisors, LLC | 10.522.415 $ | +2.882.021 $ | +37,7 % | 7.640.394 $ | +1.753.403 $ | +29,8 % | 5.886.991 $ | +1.242.315 $ | +26,7 % | 4.644.676 $ | +421.157 $ | +10,0 % |
| Green Ridge Wealth Planning LLC | 10.521.430 $ | +2.286.219 $ | +27,8 % | 8.235.211 $ | ||||||||
| CONDOR CAPITAL MANAGEMENT | 8.890.563 $ | -133.009 $ | -1,5 % | 9.023.572 $ | -1.404.290 $ | -13,5 % | 10.427.862 $ | +5.169.596 $ | +98,3 % | 5.258.266 $ | -130.476 $ | -2,4 % |
| MERCER GLOBAL ADVISORS INC /ADV | 10.250.183 $ | +9.274.879 $ | +951,0 % | 975.304 $ | ||||||||
| StoneCrest Wealth Management, Inc. | 10.082.088 $ | +574.078 $ | +6,0 % | 9.508.010 $ | +235.700 $ | +2,5 % | 9.272.310 $ | +1.336.045 $ | +16,8 % | 7.936.265 $ | +606.399 $ | +8,3 % |
| ROBINSON SMITH WEALTH ADVISORS LLC | 10.054.881 $ | +1.290.988 $ | +14,7 % | 8.763.893 $ | +6.317.240 $ | +258,2 % | 2.446.653 $ | |||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 10.026.122 $ | +1.116.580 $ | +12,5 % | 8.909.542 $ | ||||||||
| Diversify Advisory Services, LLC | 10.026.122 $ | +2.035.746 $ | +25,5 % | 7.990.376 $ | +2.765.426 $ | +52,9 % | 5.224.950 $ | |||||
| 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 % | 3.903.839 $ | ||
| Cornerstone Wealth Management, LLC | 9.896.320 $ | +3.932.148 $ | +65,9 % | 5.964.172 $ | +5.846.204 $ | +4.955,8 % | 117.968 $ | |||||
| Russell Investments Group, Ltd. | 9.788.876 $ | +9.497.382 $ | +3.258,2 % | 291.494 $ | +197.164 $ | +209,0 % | 94.330 $ | +91.596 $ | +3.350,3 % | 2.734 $ | +159 $ | +6,2 % |
| Tower Wealth Partners, Inc. | 9.569.072 $ | +1.413.947 $ | +17,3 % | 8.155.125 $ | +5.104.031 $ | +167,3 % | 3.051.094 $ | |||||
| GOLDMAN SACHS GROUP INC | 9.209.405 $ | +5.726.221 $ | +164,4 % | 3.483.184 $ | +2.318.352 $ | +199,0 % | 1.164.832 $ | +707.174 $ | +154,5 % | 457.658 $ | ||
| Visionary Wealth Advisors | 8.773.183 $ | -315.557 $ | -3,5 % | 9.088.740 $ | +242.509 $ | +2,7 % | 8.846.231 $ | +3.708.681 $ | +72,2 % | 5.137.550 $ | ||
| PRUDENTIAL PLC | 8.895.264 $ | |||||||||||
| IFP Advisors, Inc | 8.842.628 $ | +1.786.736 $ | +25,3 % | 7.055.892 $ | +2.523.209 $ | +55,7 % | 4.532.683 $ | +1.067.314 $ | +30,8 % | 3.465.369 $ | +654.683 $ | +23,3 % |
| DENVER WEALTH MANAGEMENT, INC. | 8.747.107 $ | |||||||||||
| Foundry Financial Group, Inc. | 8.731.301 $ | +984.682 $ | +12,7 % | 7.746.619 $ | +241.559 $ | +3,2 % | 7.505.060 $ | +566.861 $ | +8,2 % | 6.938.199 $ | +541.106 $ | +8,5 % |
| U.S. Capital Wealth Advisors, LLC | 8.611.521 $ | +982.140 $ | +12,9 % | 7.629.381 $ | +5.319.959 $ | +230,4 % | 2.309.422 $ | |||||
| CAPTRUST FINANCIAL ADVISORS | 8.594.725 $ | +624.841 $ | +7,8 % | 7.969.884 $ | +1.058.862 $ | +15,3 % | 6.911.022 $ | |||||
| Vestmark Advisory Solutions, Inc. | 8.513.592 $ | |||||||||||
| 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 % | 4.769.698 $ | +842.036 $ | +21,4 % |
| Midwest Financial Group LLC | 8.437.747 $ | +1.262.970 $ | +17,6 % | 7.174.777 $ | +325.432 $ | +4,8 % | 6.849.345 $ | |||||
| 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 % | 5.845.188 $ | +579.635 $ | +11,0 % |
| 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 % | 4.269.773 $ | +1.173.850 $ | +37,9 % |
| Summit Financial, LLC | 7.548.671 $ | +3.735.473 $ | +98,0 % | 3.813.198 $ | ||||||||
| Sovran Advisors, LLC | 7.507.410 $ | +378.724 $ | +5,3 % | 7.128.686 $ | +493.142 $ | +7,4 % | 6.635.544 $ | +1.190.184 $ | +21,9 % | 5.445.360 $ | +1.121.536 $ | +25,9 % |
| SeaCrest Wealth Management, LLC | 7.506.076 $ | +957.122 $ | +14,6 % | 6.548.954 $ | -62.553 $ | -0,9 % | 6.611.507 $ | +2.070.821 $ | +45,6 % | 4.540.686 $ | +883.658 $ | +24,2 % |
| Elequin Capital, LP | 7.365.046 $ | +3.818.481 $ | +107,7 % | 3.546.565 $ | ||||||||
| N.E.W. Advisory Services LLC | 7.300.018 $ | +619.160 $ | +9,3 % | 6.680.858 $ | ||||||||
| Uniting Wealth Partners, LLC | 7.074.408 $ | +756.862 $ | +12,0 % | 6.317.546 $ | ||||||||
| 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 % | 6.858.793 $ | +481.893 $ | +7,6 % |
| Sigma Planning Corp | 6.762.679 $ | +1.344.826 $ | +24,8 % | 5.417.853 $ | +1.890.557 $ | +53,6 % | 3.527.296 $ | +682.585 $ | +24,0 % | 2.844.711 $ | -375.326 $ | -11,7 % |
| ERn Financial, LLC | 6.749.347 $ | +650.995 $ | +10,7 % | 6.098.352 $ | -248.455 $ | -3,9 % | 6.346.807 $ | +713.107 $ | +12,7 % | 5.633.700 $ | +368.076 $ | +7,0 % |
| LexAurum Advisors, LLC | 6.267.552 $ | -356.821 $ | -5,4 % | 6.624.373 $ | +5.893.505 $ | +806,4 % | 730.868 $ | +85.051 $ | +13,2 % | |||
| 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 % | 809.954 $ | -1.571.801 $ | -66,0 % |
| Sumitomo Mitsui Trust Group, Inc. | 6.529.344 $ | |||||||||||
| Focus Financial Network, Inc. | 6.078.882 $ | -327.949 $ | -5,1 % | 6.406.831 $ | ||||||||
| D.A. DAVIDSON & CO. | 3.016.577 $ | -849.431 $ | -22,0 % | 3.866.008 $ | +152.781 $ | +4,1 % | 3.713.227 $ | -2.683.089 $ | -41,9 % | 6.396.316 $ | +3.624.078 $ | +130,7 % |
| Secure Asset Management, LLC | 6.347.753 $ | +5.421.952 $ | +585,6 % | 925.801 $ | +515.587 $ | +125,7 % | 410.214 $ | |||||
| Prentice Wealth Management LLC | 6.228.815 $ | +639.382 $ | +11,4 % | 5.589.433 $ | ||||||||
| Elyxium Wealth, LLC | 6.099.684 $ | +2.972.433 $ | +95,0 % | 3.127.251 $ | +978.414 $ | +45,5 % | 2.148.837 $ | +1.179.883 $ | +121,8 % | 968.954 $ | +663.447 $ | +217,2 % |
| 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 % | 2.586.051 $ | ||
| MCCARTER PRIVATE WEALTH SERVICES LLC | 5.652.230 $ | +5.205.429 $ | +1.165,0 % | 446.801 $ | -9.732 $ | -2,1 % | 456.533 $ | +153.766 $ | +50,8 % | |||
| Integrated Wealth Concepts LLC | 5.606.044 $ | +4.488.150 $ | +401,5 % | 1.117.894 $ | +484.461 $ | +76,5 % | 633.433 $ | |||||
| Clark Capital Management Group, Inc. | 5.568.255 $ | +178.103 $ | +3,3 % | 5.390.152 $ | ||||||||
| 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 % | 475.347 $ | -31.911 $ | -6,3 % |
| Empire Life Investments Inc. | 5.521.497 $ | +1.092.204 $ | +24,7 % | 4.429.293 $ | -967.599 $ | -17,9 % | 5.396.892 $ | +1.327.970 $ | +32,6 % | 4.068.922 $ | -1.025.202 $ | -20,1 % |
| RDA Financial Network | 5.495.018 $ | +881.373 $ | +19,1 % | 4.613.645 $ | +339.316 $ | +7,9 % | 4.274.329 $ | |||||
| Equitable Holdings, Inc. | 5.456.241 $ | +4.420.191 $ | +426,6 % | 1.036.050 $ | ||||||||
| ATX Financial Planning, LLC | 5.416.888 $ | +1.444.685 $ | +36,4 % | 3.972.203 $ | +2.776.922 $ | +232,3 % | 1.195.281 $ | |||||
| Prota Financial, LLC | 5.365.847 $ | +380.348 $ | +7,6 % | 4.985.499 $ | -313.564 $ | -5,9 % | 5.299.063 $ | |||||
| 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 % | 3.726.890 $ | ||
| Independent Advisor Alliance | 5.297.782 $ | |||||||||||
| Sandhill Capital Partners LLC | 5.261.912 $ | +3.456.859 $ | +191,5 % | 1.805.053 $ | ||||||||
| 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 % | 2.925.911 $ | +2.233.384 $ | +322,5 % |
| Clarity Asset Management, Inc. | 5.063.948 $ | +4.218.624 $ | +499,1 % | 845.324 $ | +748.661 $ | +774,5 % | 96.663 $ | |||||
| 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 % | 2.372.284 $ | +322.565 $ | +15,7 % |
| Ballew Advisors, Inc | 4.809.261 $ | +1.693.487 $ | +54,4 % | 3.115.774 $ | +685.528 $ | +28,2 % | 2.430.246 $ | +598.642 $ | +32,7 % | 1.831.604 $ | +231.147 $ | +14,4 % |
| MOTCO | 4.789.555 $ | +577.085 $ | +13,7 % | 4.212.470 $ | +396.529 $ | +10,4 % | 3.815.941 $ | +502.065 $ | +15,2 % | 3.313.876 $ | +263.218 $ | +8,6 % |
| Indivisible Partners | 4.763.535 $ | +562.842 $ | +13,4 % | 4.200.693 $ | +541.505 $ | +14,8 % | 3.659.188 $ | |||||
| Tempus Wealth Planning, LLC | 4.736.623 $ | +1.389.508 $ | +41,5 % | 3.347.115 $ | +283.166 $ | +9,2 % | 3.063.949 $ | +272.791 $ | +9,8 % | 2.791.158 $ | +179.024 $ | +6,9 % |
| USAdvisors Wealth Management, LLC | 4.720.000 $ | +287.000 $ | +6,5 % | 4.433.000 $ | +86.000 $ | +2,0 % | 4.347.000 $ | |||||
| 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 | 4.532.875 $ | +668.915 $ | +17,3 % | 3.863.960 $ | +645.938 $ | +20,1 % | 3.218.022 $ | +1.333.594 $ | +70,8 % | 1.884.428 $ | +444.562 $ | +30,9 % |
| BANK OF MONTREAL /CAN/ | 337.867 $ | -421.123 $ | -55,5 % | 758.990 $ | -3.680.363 $ | -82,9 % | 4.439.353 $ | +264.485 $ | +6,3 % | 4.174.868 $ | +791.703 $ | +23,4 % |
| IRON Financial LLC | 4.424.697 $ | +1.575.889 $ | +55,3 % | 2.848.808 $ | ||||||||
| CreativeOne Wealth, LLC | 4.251.275 $ | |||||||||||
| Evolution Wealth Advisors, LLC | 3.365.877 $ | -83.554 $ | -2,4 % | 3.449.431 $ | -479.609 $ | -12,2 % | 3.929.040 $ | -230.962 $ | -5,6 % | 4.160.002 $ | -327.859 $ | -7,3 % |
| NATIXIS ADVISORS, LLC | 4.143.000 $ | +2.510.000 $ | +153,7 % | 1.633.000 $ | +1.080.000 $ | +195,3 % | 553.000 $ | |||||
| Everest Financial Group LLC | 4.071.934 $ | +1.474.091 $ | +56,7 % | 2.597.843 $ | +2.310.615 $ | +804,5 % | 287.228 $ | |||||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 3.910.209 $ | +371.281 $ | +10,5 % | 3.538.928 $ | +1.919.097 $ | +118,5 % | 1.619.831 $ | +157.525 $ | +10,8 % | 1.462.306 $ | ||
| Laurel Wealth Planning LLC | 3.904.605 $ | |||||||||||
| 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 % | 604.958 $ | +176.066 $ | +41,1 % |
| Athena Wealth Management, LLC | 3.847.145 $ | +345.282 $ | +9,9 % | 3.501.863 $ | +15.425 $ | +0,4 % | 3.486.438 $ | |||||
| Spire Wealth Management | 3.832.067 $ | +451.355 $ | +13,4 % | 3.380.712 $ | +309.332 $ | +10,1 % | 3.071.380 $ | +446.499 $ | +17,0 % | 2.624.881 $ | +245.518 $ | +10,3 % |
| CHEMUNG CANAL TRUST CO | 3.827.359 $ | +254.460 $ | +7,1 % | 3.572.899 $ | +94.057 $ | +2,7 % | 3.478.842 $ | |||||
| Faithward Advisors, LLC | 3.808.054 $ | +232.803 $ | +6,5 % | 3.575.251 $ | +489.068 $ | +15,8 % | 3.086.183 $ | |||||
| Wealthcare Advisory Partners LLC | 3.721.412 $ | +1.594.131 $ | +74,9 % | 2.127.281 $ | +285.535 $ | +15,5 % | 1.841.746 $ | -561.739 $ | -23,4 % | 2.403.485 $ | -382.448 $ | -13,7 % |
| Professional Financial Advisors, LLC | 3.532.837 $ | +232.465 $ | +7,0 % | 3.300.372 $ | -353.126 $ | -9,7 % | 3.653.498 $ | -12.794 $ | -0,3 % | 3.666.292 $ | +216.113 $ | +6,3 % |
| NATIONAL BANK OF CANADA /FI/ | 3.645.785 $ | +461.686 $ | +14,5 % | 3.184.099 $ | +69.863 $ | +2,2 % | 3.114.236 $ | -101.511 $ | -3,2 % | |||
| VICTORY FINANCIAL GROUP, LLC | 3.596.817 $ | +885.379 $ | +32,7 % | 2.711.438 $ | +652.710 $ | +31,7 % | 2.058.728 $ | |||||
| ArborFi Advisors, LLC | 3.565.328 $ | |||||||||||
| BCS Wealth Management | 1.790.404 $ | +31.608 $ | +1,8 % | 1.758.796 $ | -1.770.080 $ | -50,2 % | 3.528.876 $ | |||||
| Continuum Advisory, LLC | 3.475.959 $ | +1.579.313 $ | +83,3 % | 1.896.646 $ | +1.268.190 $ | +201,8 % | 628.456 $ | |||||
| FIFTH THIRD SECURITIES, INC. | 3.294.537 $ | +2.341.078 $ | +245,5 % | 953.459 $ | +111.704 $ | +13,3 % | 841.755 $ | +116.369 $ | +16,0 % | 725.386 $ | ||
| Mariner, LLC | 1.331.458 $ | -1.430.770 $ | -51,8 % | 2.762.228 $ | -482.228 $ | -14,9 % | 3.244.456 $ | |||||
| Advisory Resource Group | 3.195.584 $ | +129.750 $ | +4,2 % | 3.065.834 $ | ||||||||
| MACROVIEW INVESTMENT MANAGEMENT LLC | 3.083.990 $ | +545.066 $ | +21,5 % | 2.538.924 $ | +83.649 $ | +3,4 % | 2.455.275 $ | +1.830.195 $ | +292,8 % | 625.080 $ | ||
| INDEPENDENT FINANCIAL GROUP, LLC | 2.956.176 $ | -93.358 $ | -3,1 % | 3.049.534 $ | +1.190.835 $ | +64,1 % | 1.858.699 $ | +366.861 $ | +24,6 % | 1.491.838 $ | -554.491 $ | -27,1 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 462.090 $ | +284.228 $ | +159,8 % | 177.862 $ | -2.868.790 $ | -94,2 % | 3.046.652 $ | +1.413.888 $ | +86,6 % | 1.632.764 $ | +1.232.099 $ | +307,5 % |
| WEDBUSH SECURITIES INC | 3.031.000 $ | +1.966.000 $ | +184,6 % | 1.065.000 $ | +705.000 $ | +195,8 % | 360.000 $ | +77.000 $ | +27,2 % | 283.000 $ | +16.000 $ | +6,0 % |
| New Republic Capital, LLC | 2.992.548 $ | |||||||||||
| Patten Group, Inc. | 2.941.927 $ | +192.586 $ | +7,0 % | 2.749.341 $ | +302.263 $ | +12,4 % | 2.447.078 $ | +1.330.174 $ | +119,1 % | 1.116.904 $ | +309.013 $ | +38,2 % |
| Global Retirement Partners, LLC | 2.868.286 $ | +2.494.352 $ | +667,1 % | 373.934 $ | ||||||||
| Tortoise Investment Management, LLC | 2.823.333 $ | +647.874 $ | +29,8 % | 2.175.459 $ | +1.957.705 $ | +899,0 % | 217.754 $ | |||||
| McAdam, LLC | 2.807.196 $ | +785.903 $ | +38,9 % | 2.021.293 $ | -974 $ | -0,0 % | 2.022.267 $ | |||||
| Stonebridge Financial Planning Group, LLC | 2.284.265 $ | -521.882 $ | -18,6 % | 2.806.147 $ | -152.978 $ | -5,2 % | ||||||
| Align Financial, LLC | 2.847 $ | +50 $ | +1,8 % | 2.797 $ | -2.803.203 $ | -99,9 % | 2.806.000 $ | |||||
| World Investment Advisors | 2.764.788 $ | +1.581.081 $ | +133,6 % | 1.183.707 $ | +221.074 $ | +23,0 % | 962.633 $ | +68.131 $ | +7,6 % | |||
| Apollon Wealth Management, LLC | 2.724.821 $ | +410.498 $ | +17,7 % | 2.314.323 $ | -101.499 $ | -4,2 % | 2.415.822 $ | +1.085.257 $ | +81,6 % | 1.330.565 $ | -104.691 $ | -7,3 % |
| Vise Technologies, Inc. | 2.695.151 $ | +0 $ | +0,0 % | 2.695.151 $ | ||||||||
| Clark Wealth Partners | 2.686.441 $ | +2.428.735 $ | +942,4 % | 257.706 $ | +26.621 $ | +11,5 % | 231.085 $ | +0 $ | +0,0 % | 231.085 $ | +146.481 $ | +173,1 % |
| Dynamic Advisor Solutions LLC | 2.547.182 $ | -134.130 $ | -5,0 % | 2.681.312 $ | +517.515 $ | +23,9 % | 2.163.797 $ | +823.883 $ | +61,5 % | 1.339.914 $ | +159.050 $ | +13,5 % |
| Sonoma Allocations LLC | 2.678.053 $ | +1.460.880 $ | +120,0 % | 1.217.173 $ | +972.959 $ | +398,4 % | 244.214 $ | |||||
| Heritage Trust Co | 2.661.332 $ | +635.930 $ | +31,4 % | 2.025.402 $ | +970.274 $ | +92,0 % | 1.055.128 $ | |||||
| CITADEL ADVISORS LLC | 820.002 $ | -1.839.363 $ | -69,2 % | 2.659.365 $ | +1.533.654 $ | +136,2 % | 1.125.711 $ | -1.380.138 $ | -55,1 % | 2.505.849 $ | -870.405 $ | -25,8 % |
| AXXCESS WEALTH MANAGEMENT, LLC | 2.610.528 $ | +698.762 $ | +36,6 % | 1.911.766 $ | +1.163.696 $ | +155,6 % | 748.070 $ | |||||
| Briggs Wealth Management, Inc | 2.589.483 $ | +1.500.707 $ | +137,8 % | 1.088.776 $ | ||||||||
| Peck Wealth Management, LLC | 2.569.674 $ | +694.097 $ | +37,0 % | 1.875.577 $ | +3.930 $ | +0,2 % | 1.871.647 $ | +290.748 $ | +18,4 % | 1.580.899 $ | ||
| Provident Wealth Management, LLC | 2.496.573 $ | +167.896 $ | +7,2 % | 2.328.677 $ | -97.014 $ | -4,0 % | 2.425.691 $ | -122.557 $ | -4,8 % | 2.548.248 $ | +110.310 $ | +4,5 % |
| XCELSIOR ADVISOR PARTNERS LLC | 2.547.602 $ | |||||||||||
| Quantinno Capital Management LP | 2.544.195 $ | +1.487.311 $ | +140,7 % | 1.056.884 $ | +449.314 $ | +74,0 % | 607.570 $ | +281.075 $ | +86,1 % | 326.495 $ | ||
| FIRST UNITED BANK & TRUST | 2.538.992 $ | +1.342.104 $ | +112,1 % | 1.196.888 $ | ||||||||
| FSA WEALTH PARTNERS, INC. | 2.461.140 $ | +72.978 $ | +3,1 % | 2.388.162 $ | +1.523.973 $ | +176,3 % | 864.189 $ | |||||
| WESPAC Advisors, LLC | 2.434.850 $ | +216.466 $ | +9,8 % | 2.218.384 $ | +309.821 $ | +16,2 % | 1.908.563 $ | +905.070 $ | +90,2 % | 1.003.493 $ | +671.595 $ | +202,3 % |
| CITIGROUP INC | 2.429.987 $ | +352.846 $ | +17,0 % | 2.077.141 $ | +1.344.966 $ | +183,7 % | 732.175 $ | +710.209 $ | +3.233,2 % | |||
| Palatine Hill Wealth Management, LLC | 2.415.596 $ | +262.345 $ | +12,2 % | 2.153.251 $ | ||||||||
| BAILARD, INC. | 2.101.374 $ | -272.780 $ | -11,5 % | 2.374.154 $ | +126.250 $ | +5,6 % | 2.247.904 $ | +204.966 $ | +10,0 % | |||
| INSIGNEO ADVISORY SERVICES, LLC | 2.322.199 $ | +1.260.360 $ | +118,7 % | 1.061.839 $ | +156.023 $ | +17,2 % | 905.816 $ | |||||
| Chevy Chase Trust Holdings, LLC | 2.311.500 $ | +201.274 $ | +9,5 % | 2.110.226 $ | ||||||||
| Creative Planning | 2.311.097 $ | +762.270 $ | +49,2 % | 1.548.827 $ | +1.081.170 $ | +231,2 % | 467.657 $ | |||||
| Breakwater Capital Group | 2.303.755 $ | +486.592 $ | +26,8 % | 1.817.163 $ | +363.571 $ | +25,0 % | 1.453.592 $ | +984.398 $ | +209,8 % | 469.194 $ | ||
| TWO SIGMA INVESTMENTS, LP | 571.410 $ | -1.731.198 $ | -75,2 % | 2.302.608 $ | -16.420.434 $ | -87,7 % | ||||||
| Bond & Devick Financial Network, Inc. | 733.798 $ | -1.543.619 $ | -67,8 % | 2.277.417 $ | +735.257 $ | +47,7 % | 1.542.160 $ | +21.815 $ | +1,4 % | 1.520.345 $ | +271.513 $ | +21,7 % |
| Bensler, LLC | 2.267.368 $ | |||||||||||
| Nuveen, LLC | 2.249.494 $ | |||||||||||
| Quadrature Capital Ltd | 2.230.082 $ | |||||||||||
| RENAISSANCE TECHNOLOGIES LLC | 1.859.675 $ | +509.435 $ | +37,7 % | 1.350.240 $ | -851.549 $ | -38,7 % | 2.201.789 $ | +1.256.384 $ | +132,9 % | |||
| WealthCare Investment Partners, LLC | 2.171.159 $ | +194.186 $ | +9,8 % | 1.976.973 $ | -12.611 $ | -0,6 % | 1.989.584 $ | +117.185 $ | +6,3 % | 1.872.399 $ | +22.064 $ | +1,2 % |
| COZAD ASSET MANAGEMENT INC | 2.145.108 $ | +197.465 $ | +10,1 % | 1.947.643 $ | +245.096 $ | +14,4 % | 1.702.547 $ | +802.985 $ | +89,3 % | 899.562 $ | +220.709 $ | +32,5 % |
| WJ Wealth Management, LLC | 2.142.194 $ | |||||||||||
| SMITH, MOORE & CO. | 2.139.349 $ | +504.728 $ | +30,9 % | 1.634.621 $ | +894.063 $ | +120,7 % | 740.558 $ | -1.242.959 $ | -62,7 % | 1.983.517 $ | +354.070 $ | +21,7 % |
| StoneX Group Inc. | 816.797 $ | -1.282.955 $ | -61,1 % | 2.099.752 $ | +130.955 $ | +6,7 % | 1.968.797 $ | +384.398 $ | +24,3 % | 1.584.399 $ | +74.849 $ | +5,0 % |
| FIRST AMERICAN TRUST, FSB | 2.053.530 $ | |||||||||||
| Root Financial Partners, LLC | 2.037.074 $ | +2.033.884 $ | +63.758,1 % | 3.190 $ | ||||||||
| FIFTH THIRD BANCORP | 2.036.664 $ | +557.960 $ | +37,7 % | 1.478.704 $ | +1.295.521 $ | +707,2 % | 183.183 $ | +120.555 $ | +192,5 % | 62.628 $ | ||
| Beacon Bridge Wealth Partners, LLC | 2.007.889 $ | |||||||||||
| Investmark Advisory Group LLC | 1.895.776 $ | -61.737 $ | -3,2 % | 1.957.513 $ | -33.782 $ | -1,7 % | 1.991.295 $ | |||||
| Cordgrass Capital Advisors, LLC | 1.986.642 $ | +442.636 $ | +28,7 % | 1.544.006 $ | +37.234 $ | +2,5 % | 1.506.772 $ | +1.125.411 $ | +295,1 % | 381.361 $ | +22.228 $ | +6,2 % |
| DeDora Capital, Inc. | 1.894.281 $ | |||||||||||
| NFSG Corp | 13.219 $ | -1.836.345 $ | -99,3 % | 1.849.564 $ | -102.869 $ | -5,3 % | ||||||
| Kingsman Wealth Management, Inc. | 1.831.772 $ | -15.426 $ | -0,8 % | 1.847.198 $ | +999.863 $ | +118,0 % | 847.335 $ | +39.027 $ | +4,8 % | 808.308 $ | -13.244 $ | -1,6 % |
| Haven Private, LLC | 1.496.087 $ | -282.768 $ | -15,9 % | 1.778.855 $ | -42.304 $ | -2,3 % | 1.821.159 $ | +165.834 $ | +10,0 % | 1.655.325 $ | ||
| O'ROURKE & COMPANY, Inc | 1.820.547 $ | +31.922 $ | +1,8 % | 1.788.625 $ | +889.823 $ | +99,0 % | 898.802 $ | |||||
| TRUSTMARK BANK TRUST DEPARTMENT | 1.065.059 $ | -723.754 $ | -40,5 % | 1.788.813 $ | +310.158 $ | +21,0 % | 1.478.655 $ | +92.476 $ | +6,7 % | 1.386.179 $ | +121.026 $ | +9,6 % |
| FLOW TRADERS U.S. LLC | 1.780.000 $ | +1.463.000 $ | +461,5 % | 317.000 $ | -587.000 $ | -64,9 % | ||||||
| JT Stratford LLC | 1.777.136 $ | +596.534 $ | +50,5 % | 1.180.602 $ | ||||||||
| Farther Finance Advisors, LLC | 1.421.807 $ | -301.628 $ | -17,5 % | 1.723.435 $ | +148.024 $ | +9,4 % | 1.575.411 $ | +1.236.130 $ | +364,3 % | 339.281 $ | +134.623 $ | +65,8 % |
| HICKS CAPITAL MANAGEMENT LLC | 1.697.960 $ | +156.552 $ | +10,2 % | 1.541.408 $ | +52.454 $ | +3,5 % | 1.488.954 $ | +138.489 $ | +10,3 % | 1.350.465 $ | +148.997 $ | +12,4 % |
| FLAGSHIP HARBOR ADVISORS, LLC | 1.667.263 $ | +722.625 $ | +76,5 % | 944.638 $ | +610.315 $ | +182,6 % | 334.323 $ | |||||
| Perigon Wealth Management, LLC | 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 $ | |||||
| CIBC WORLD MARKET INC. | 393.334 $ | -895.541 $ | -69,5 % | 1.288.875 $ | -234.959 $ | -15,4 % | 1.523.834 $ | +171.430 $ | +12,7 % | 1.352.404 $ | +21.034 $ | +1,6 % |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1.500.733 $ | |||||||||||
| GREAT VALLEY ADVISOR GROUP, INC. | 1.498.046 $ | |||||||||||
| 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 % | 1.217.605 $ | +711.793 $ | +140,7 % |
| BROWN ADVISORY INC | 1.013.917 $ | -466.637 $ | -31,5 % | 1.480.554 $ | +25.509 $ | +1,8 % | 1.455.045 $ | +285.620 $ | +24,4 % | 1.169.425 $ | -9.480 $ | -0,8 % |
| 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 $ | |||||
| COMERICA BANK | 1.429.476 $ | +920.710 $ | +181,0 % | 508.766 $ | +144.807 $ | +39,8 % | ||||||
| Greenline Wealth Management LLC | 1.405.349 $ | +140.241 $ | +11,1 % | 1.265.108 $ | +365.869 $ | +40,7 % | 899.239 $ | |||||
| RMR Wealth Builders | 1.405.324 $ | +51.363 $ | +3,8 % | 1.353.961 $ | +28.165 $ | +2,1 % | 1.325.796 $ | +591.055 $ | +80,4 % | 734.741 $ | ||
| 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 $ | ||||||||
| Bridgewealth Advisory Group, LLC | 1.384.320 $ | +26.120 $ | +1,9 % | 1.358.200 $ | -19.395 $ | -1,4 % | 1.377.595 $ | |||||
| GWN SECURITIES INC. | 1.326.500 $ | +158.473 $ | +13,6 % | 1.168.027 $ | ||||||||
| RIVERSEDGE ADVISORS, LLC | 1.268.013 $ | -47.479 $ | -3,6 % | 1.315.492 $ | ||||||||
| Closed-End Fund Advisors, Inc. | 1.301.073 $ | +527.647 $ | +68,2 % | 773.426 $ | -97.939 $ | -11,2 % | 871.365 $ | |||||
| RICHARDS, MERRILL & PETERSON, INC. | 1.256.427 $ | +733.963 $ | +140,5 % | 522.464 $ | +200.056 $ | +62,1 % | 322.408 $ | |||||
| Hennion & Walsh Asset Management, Inc. | 1.247.361 $ | +495.301 $ | +65,9 % | 752.060 $ | ||||||||
| Gladstone Institutional Advisory LLC | 1.239.988 $ | +916.810 $ | +283,7 % | 323.178 $ | ||||||||
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1.226.687 $ | +306.975 $ | +33,4 % | 919.712 $ | +317.997 $ | +52,8 % | 601.715 $ | |||||
| Allworth Financial LP | 1.190.307 $ | +197.084 $ | +19,8 % | 993.223 $ | +313.505 $ | +46,1 % | 679.718 $ | +488.852 $ | +256,1 % | 190.866 $ | +3.300 $ | +1,8 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.179.493 $ | +130.807 $ | +12,5 % | 1.048.686 $ | -2.432 $ | -0,2 % | 1.051.118 $ | +365.932 $ | +53,4 % | 685.186 $ | ||
| 3EDGE Asset Management, LP | 1.159.337 $ | +102.657 $ | +9,7 % | 1.056.680 $ | -74.760 $ | -6,6 % | ||||||
| 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 | 1.134.843 $ | |||||||||||
| Cox Capital Mgt LLC | 1.130.345 $ | +69.652 $ | +6,6 % | 1.060.693 $ | -1.957 $ | -0,2 % | 1.062.650 $ | +87.442 $ | +9,0 % | 975.208 $ | +86.977 $ | +9,8 % |
| Westside Investment Management, Inc. | 413.613 $ | +7.805 $ | +1,9 % | 405.808 $ | -715.282 $ | -63,8 % | 1.121.090 $ | |||||
| Concurrent Investment Advisors, LLC | 1.121.029 $ | +6.063 $ | +0,5 % | 1.114.966 $ | -2.901 $ | -0,3 % | 1.117.867 $ | |||||
| Aptus Capital Advisors, LLC | 1.105.838 $ | +234.296 $ | +26,9 % | 871.542 $ | -89.251 $ | -9,3 % | 960.793 $ | +4.359 $ | +0,5 % | 956.434 $ | +72.441 $ | +8,2 % |
| Brookwood Investment Group LLC | 1.090.169 $ | |||||||||||
| Almanack Investment Partners, LLC. | 1.081.543 $ | |||||||||||
| Mayflower Financial Advisors, LLC | 1.072.803 $ | +250.131 $ | +30,4 % | 822.672 $ | ||||||||
| GK Wealth Management LLC | 1.055.663 $ | +42.174 $ | +4,2 % | 1.013.489 $ | ||||||||
| GoalVest Advisory LLC | 833.412 $ | -213.659 $ | -20,4 % | 1.047.071 $ | ||||||||
| PRIVATE TRUST CO NA | 1.046.098 $ | +1.044.774 $ | +78.910,4 % | 1.324 $ | ||||||||
| Betterment LLC | 1.024.000 $ | +381.000 $ | +59,3 % | 643.000 $ | ||||||||
| Werba Rubin Papier Wealth Management | 1.017.304 $ | +19.194 $ | +1,9 % | 998.110 $ | -10.462 $ | -1,0 % | 1.008.572 $ | |||||
| Family Manage LLC | 998.745 $ | |||||||||||
| Tower Research Capital LLC (TRC) | 986.909 $ | +963.541 $ | +4.123,3 % | 23.368 $ | ||||||||
| VICUS CAPITAL | 980.685 $ | +400.977 $ | +69,2 % | 579.708 $ | +177.755 $ | +44,2 % | 401.953 $ | |||||
| Mayfair Advisory Group, LLC | 980.191 $ | +234.047 $ | +31,4 % | 746.144 $ | +213.089 $ | +40,0 % | 533.055 $ | +281.385 $ | +111,8 % | 251.670 $ | +21.292 $ | +9,2 % |
| Shade Tree Advisors LLC | 970.020 $ | |||||||||||
| Archer Investment Corp | 968.944 $ | +488.637 $ | +101,7 % | 480.307 $ | -20.635 $ | -4,1 % | 500.942 $ | |||||
| PCG Wealth Advisors, LLC | 961.172 $ | |||||||||||
| Runnymede Capital Advisors, Inc. | 894.886 $ | -52.324 $ | -5,5 % | 947.210 $ | ||||||||
| AQR CAPITAL MANAGEMENT LLC | 839.656 $ | -63.242 $ | -7,0 % | 902.898 $ | -28.963 $ | -3,1 % | 931.861 $ | +642.390 $ | +221,9 % | 289.471 $ | ||
| PARK AVENUE SECURITIES LLC | 927.000 $ | |||||||||||
| Abbot Financial Management, Inc. | 910.931 $ | -7.462 $ | -0,8 % | 918.393 $ | -4.609 $ | -0,5 % | 923.002 $ | |||||
| FOUNDERS FINANCIAL SECURITIES LLC | 174.307 $ | -745.906 $ | -81,1 % | 920.213 $ | ||||||||
| John W. Brooker & Co., CPAs | 915.266 $ | +345.984 $ | +60,8 % | 569.282 $ | +107.065 $ | +23,2 % | 462.217 $ | |||||
| Kathmere Capital Management, LLC | 911.970 $ | |||||||||||
| PRINCIPAL SECURITIES, INC. | 906.886 $ | +116.809 $ | +14,8 % | 790.077 $ | +91.165 $ | +13,0 % | 698.912 $ | +20.966 $ | +3,1 % | 677.946 $ | +181.959 $ | +36,7 % |
| Simplicity Wealth,LLC | 905.331 $ | +217.776 $ | +31,7 % | 687.555 $ | ||||||||
| Pinnacle Financial Partners, Inc. | 882.201 $ | +517.229 $ | +141,7 % | 364.972 $ | ||||||||
| Thayer Partners, LLC / MA | 870.080 $ | -7.357 $ | -0,8 % | 877.437 $ | ||||||||
| Accurate Wealth Management, LLC | 876.846 $ | +83.346 $ | +10,5 % | 793.500 $ | +461.245 $ | +138,8 % | 332.255 $ | |||||
| CacheTech Inc. | 871.104 $ | |||||||||||
| Prospera Financial Services Inc | 869.041 $ | +304.680 $ | +54,0 % | 564.361 $ | ||||||||
| Main Street Financial Solutions, LLC | 854.432 $ | +86.048 $ | +11,2 % | 768.384 $ | ||||||||
| Strategic Financial Services, Inc. | 849.849 $ | |||||||||||
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 845.631 $ | |||||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 844.878 $ | +487.441 $ | +136,4 % | 357.437 $ | +348.323 $ | +3.821,8 % | 9.114 $ | +570 $ | +6,7 % | 8.544 $ | +498 $ | +6,2 % |
| Verdence Capital Advisors LLC | 840.364 $ | +400.576 $ | +91,1 % | 439.788 $ | +8.214 $ | +1,9 % | 431.574 $ | +30.151 $ | +7,5 % | 401.423 $ | -89.248 $ | -18,2 % |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 838.226 $ | |||||||||||
| Gallagher Fiduciary Advisors, LLC | 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 % | 439.760 $ | ||
| Aspire Capital Advisors LLC | 825.043 $ | +146.217 $ | +21,5 % | 678.826 $ | +82.822 $ | +13,9 % | 596.004 $ | |||||
| Cyndeo Wealth Partners, LLC | 813.519 $ | +72.465 $ | +9,8 % | 741.054 $ | -13.631 $ | -1,8 % | 754.685 $ | -31.363 $ | -4,0 % | 786.048 $ | +80.856 $ | +11,5 % |
| Bill Few Associates, Inc. | 809.490 $ | +78.574 $ | +10,8 % | 730.916 $ | ||||||||
| Destination Wealth Management | 786.240 $ | -4.320 $ | -0,5 % | 790.560 $ | ||||||||
| WEALTH ALLIANCE, LLC | 783.966 $ | +399.198 $ | +103,8 % | 384.768 $ | ||||||||
| Clear Point Advisors Inc. | 773.912 $ | +5.272 $ | +0,7 % | 768.640 $ | +123.743 $ | +19,2 % | 644.897 $ | -2.423 $ | -0,4 % | 647.320 $ | +160.424 $ | +32,9 % |
| Barnes Wealth Management Group, Inc | 762.569 $ | +30.841 $ | +4,2 % | 731.728 $ | +48.543 $ | +7,1 % | 683.185 $ | +35.978 $ | +5,6 % | 647.207 $ | +39.050 $ | +6,4 % |
| Samalin Investment Counsel, LLC | 213.787 $ | -173.623 $ | -44,8 % | 387.410 $ | -359.793 $ | -48,2 % | 747.203 $ | |||||
| OPPENHEIMER & CO INC | 741.652 $ | +136.028 $ | +22,5 % | 605.624 $ | +258.536 $ | +74,5 % | 347.088 $ | |||||
| Processus Wealth & Capital Management, LLC | 738.062 $ | +112.822 $ | +18,0 % | 625.240 $ | +50.238 $ | +8,7 % | 575.002 $ | +138.660 $ | +31,8 % | 436.342 $ | ||
| Advisor OS, LLC | 429.356 $ | -277.130 $ | -39,2 % | 706.486 $ | -26.872 $ | -3,7 % | 733.358 $ | +64.448 $ | +9,6 % | 668.910 $ | ||
| 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 % | 731.239 $ | +121.158 $ | +19,9 % |
| Beaumont Financial Advisors, LLC | 726.448 $ | |||||||||||
| Discipline Wealth Solutions, LLC | 522.113 $ | +97.164 $ | +22,9 % | 424.949 $ | -300.784 $ | -41,4 % | 725.733 $ | +120.278 $ | +19,9 % | 605.455 $ | ||
| Cedar Mountain Advisors, LLC | 721.758 $ | |||||||||||
| Scarborough Advisors, LLC | 720.979 $ | |||||||||||
| Advyzon Investment Management, LLC | 719.114 $ | +438.624 $ | +156,4 % | 280.490 $ | -1.460 $ | -0,5 % | 281.950 $ | +14.288 $ | +5,3 % | |||
| EPIQ PARTNERS, LLC | 706.803 $ | +91.897 $ | +14,9 % | 614.906 $ | ||||||||
| Jefferies Financial Group Inc. | 700.877 $ | |||||||||||
| Avantax Planning Partners, Inc. | 694.856 $ | +45.534 $ | +7,0 % | 649.322 $ | +10.157 $ | +1,6 % | 639.165 $ | +37.966 $ | +6,3 % | 601.199 $ | +24.582 $ | +4,3 % |
| Strategic Financial Concepts, LLC | 692.022 $ | +10.936 $ | +1,6 % | 681.086 $ | ||||||||
| FMR LLC | 685.165 $ | +314.692 $ | +84,9 % | 370.473 $ | +262.180 $ | +242,1 % | 108.293 $ | +108.168 $ | +86.534,4 % | 125 $ | -976 $ | -88,6 % |
| Naviter Wealth, LLC | 529.670 $ | -151.197 $ | -22,2 % | 680.867 $ | +85.207 $ | +14,3 % | 595.660 $ | |||||
| TCFG WEALTH MANAGEMENT, LLC | 673.728 $ | +199.868 $ | +42,2 % | 473.860 $ | ||||||||
| TCFG Investment Advisors, LLC | 668.134 $ | -5.594 $ | -0,8 % | 673.728 $ | ||||||||
| MANCHESTER FINANCIAL INC | 666.307 $ | +118.782 $ | +21,7 % | 547.525 $ | +69.992 $ | +14,7 % | 477.533 $ | |||||
| Regal Investment Advisors LLC | 664.076 $ | +515.502 $ | +347,0 % | 148.574 $ | ||||||||
| GREENWOOD GEARHART LLC | 658.478 $ | |||||||||||
| LWM Advisory Services, LLC | 654.894 $ | |||||||||||
| Mutual Advisors, LLC | 650.100 $ | +78.815 $ | +13,8 % | 571.285 $ | ||||||||
| Spartan Wealth Advisory Services LLC | 646.046 $ | +62.334 $ | +10,7 % | 583.712 $ | ||||||||
| D. E. Shaw & Co., Inc. | 642.437 $ | -119.720 $ | -15,7 % | |||||||||
| MassMutual Private Wealth & Trust, FSB | 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 % | 471.000 $ | +27.000 $ | +6,1 % |
| Third View Private Wealth, LLC | 619.654 $ | +141.084 $ | +29,5 % | 478.570 $ | ||||||||
| Allspring Global Investments Holdings, LLC | 616.532 $ | -6.124 $ | -1,0 % | |||||||||
| FLAGSHIP WEALTH ADVISORS, LLC | 613.489 $ | |||||||||||
| Foster Victor Wealth Advisors, LLC | 610.104 $ | |||||||||||
| Fjell Capital, LLC | 604.893 $ | +11.413 $ | +1,9 % | 593.480 $ | ||||||||
| Heritage Wealth Management, Inc. | 587.308 $ | +117.524 $ | +25,0 % | 469.784 $ | ||||||||
| HighPoint Advisor Group LLC | 203.286 $ | -383.342 $ | -65,3 % | 586.628 $ | ||||||||
| SENTINEL PENSION ADVISORS, LLC | 493.057 $ | +43.673 $ | +9,7 % | 449.384 $ | -45.142 $ | -9,1 % | 494.526 $ | -91.958 $ | -15,7 % | 586.484 $ | -686.334 $ | -53,9 % |
| FIDUCIARY TRUST CO | 395.381 $ | +4.818 $ | +1,2 % | 390.563 $ | -188.496 $ | -32,6 % | 579.059 $ | |||||
| Pinion Investment Advisors, LLC | 401.703 $ | -124.862 $ | -23,7 % | 526.565 $ | -50.119 $ | -8,7 % | 576.684 $ | |||||
| R2 Capital Strategies, LLC | 572.847 $ | |||||||||||
| Strategic Blueprint, LLC | 572.137 $ | +111.720 $ | +24,3 % | 460.417 $ | +209.200 $ | +83,3 % | 251.217 $ | +22.879 $ | +10,0 % | 228.338 $ | ||
| AE Wealth Management LLC | 565.546 $ | +218.020 $ | +62,7 % | 347.526 $ | +51.887 $ | +17,6 % | 295.639 $ | |||||
| Madison Wealth Partners, Inc | 562.713 $ | |||||||||||
| Savvy Advisors, Inc. | 237.070 $ | -89.823 $ | -27,5 % | 326.893 $ | +3.756 $ | +1,2 % | 323.137 $ | -227.225 $ | -41,3 % | 550.362 $ | ||
| Formidable Asset Management, LLC | 545.003 $ | |||||||||||
| Western Wealth Management, LLC | 540.172 $ | +243.908 $ | +82,3 % | 296.264 $ | ||||||||
| Facet Wealth, Inc. | 521.320 $ | |||||||||||
| Lido Advisors, LLC | 263.605 $ | -247.364 $ | -48,4 % | 510.969 $ | -1.359 $ | -0,3 % | 512.328 $ | |||||
| CALTON & ASSOCIATES, INC. | 505.952 $ | +89.937 $ | +21,6 % | 416.015 $ | +86.271 $ | +26,2 % | 329.744 $ | |||||
| Synergy Asset Management, LLC | 500.424 $ | |||||||||||
| Elevation Wealth Management LLC | 497.781 $ | +74.845 $ | +17,7 % | 422.936 $ | +46.710 $ | +12,4 % | 376.226 $ | |||||
| First Bank & Trust | 496.100 $ | |||||||||||
| SteelPeak Wealth, LLC | 491.200 $ | +30.721 $ | +6,7 % | 460.479 $ | -244.069 $ | -34,6 % | ||||||
| Jacobi Capital Management LLC | 487.557 $ | +16.719 $ | +3,6 % | 470.838 $ | -1.330 $ | -0,3 % | 472.168 $ | |||||
| Hilltop Holdings Inc. | 483.650 $ | +99.308 $ | +25,8 % | 384.342 $ | -7.844 $ | -2,0 % | 392.186 $ | +25.128 $ | +6,8 % | 367.058 $ | ||
| Arkadios Wealth Advisors | 479.643 $ | |||||||||||
| HUNTINGTON NATIONAL BANK | 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 $ | |||||
| ADVISORTRUST PARTNERS, LLC | 464.104 $ | +65.064 $ | +16,3 % | 399.040 $ | +7.138 $ | +1,8 % | 391.902 $ | |||||
| Principle Wealth Partners LLC | 333.740 $ | -88.516 $ | -21,0 % | 422.256 $ | -40.161 $ | -8,7 % | 462.417 $ | +18.881 $ | +4,3 % | 443.536 $ | +16.478 $ | +3,9 % |
| Nvest Financial, LLC | 447.803 $ | +40.234 $ | +9,9 % | 407.569 $ | +7.291 $ | +1,8 % | 400.278 $ | +126.058 $ | +46,0 % | 274.220 $ | -78.781 $ | -22,3 % |
| Fortis Capital Advisors, LLC | 359.560 $ | -86.166 $ | -19,3 % | 445.726 $ | +67.562 $ | +17,9 % | 378.164 $ | -84.435 $ | -18,3 % | |||
| Carnegie Investment Counsel | 436.285 $ | +38.962 $ | +9,8 % | 397.323 $ | +7.107 $ | +1,8 % | 390.216 $ | +24.405 $ | +6,7 % | 365.811 $ | +21.322 $ | +6,2 % |
| Marin Bay Wealth Advisors, LLC | 431.771 $ | |||||||||||
| Miller Global Investments, LLC | 431.099 $ | +85.219 $ | +24,6 % | 345.880 $ | -10.995 $ | -3,1 % | 356.875 $ | |||||
| RiverFront Investment Group, LLC | 429.151 $ | +5.804 $ | +1,4 % | 423.347 $ | ||||||||
| PARSONS CAPITAL MANAGEMENT INC/RI | 423.127 $ | +11.106 $ | +2,7 % | 412.021 $ | ||||||||
| NewEdge Wealth, LLC | 421.102 $ | |||||||||||
| Meadowbrook Advisors Group, LLC | 420.439 $ | |||||||||||
| Avior Wealth Management, LLC | 415.052 $ | +12.228 $ | +3,0 % | 402.824 $ | ||||||||
| Lantern Wealth Advisors, LLC | 412.365 $ | +99.557 $ | +31,8 % | 312.808 $ | +19.940 $ | +6,8 % | 292.868 $ | +69.324 $ | +31,0 % | 223.544 $ | ||
| Ransom Advisory, Ltd | 411.887 $ | |||||||||||
| Ausdal Financial Partners, Inc. | 408.466 $ | +104.732 $ | +34,5 % | 303.734 $ | ||||||||
| Focus Partners Wealth | 407.951 $ | |||||||||||
| Clearstead Advisors, LLC | 407.330 $ | +388.987 $ | +2.120,6 % | 18.343 $ | +282 $ | +1,6 % | 18.061 $ | |||||
| Riverbend Wealth Management, LLC | 404.320 $ | |||||||||||
| Park Edge Advisors, LLC | 403.748 $ | +11.162 $ | +2,8 % | 392.586 $ | +2 $ | +0,0 % | 392.584 $ | |||||
| KINGSWOOD WEALTH ADVISORS, LLC | 392.816 $ | |||||||||||
| CAPE ANN SAVINGS BANK | 390.002 $ | +6.866 $ | +1,8 % | 383.136 $ | ||||||||
| CHOREO, LLC | 333.929 $ | +8.142 $ | +2,5 % | 325.787 $ | -61.715 $ | -15,9 % | 387.502 $ | |||||
| Argent Trust Co | 384.673 $ | +173.553 $ | +82,2 % | 211.120 $ | ||||||||
| Andrews Advisory Associates, LLC | 378.638 $ | +10.448 $ | +2,8 % | 368.190 $ | +1.150 $ | +0,3 % | 367.040 $ | |||||
| Insight Wealth Partners, LLC | 377.565 $ | |||||||||||
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 375.135 $ | |||||||||||
| AA Financial Advisors, LLC | 371.976 $ | +95.294 $ | +34,4 % | 276.682 $ | ||||||||
| WEBSTER BANK, N. A. | 367.739 $ | |||||||||||
| GRIMES & Co WEALTH MANAGEMENT, LLC | 358.016 $ | |||||||||||
| Balboa Wealth Partners | 356.876 $ | +1.439 $ | +0,4 % | 355.437 $ | -901 $ | -0,3 % | 356.338 $ | |||||
| Regatta Research & Money Management | 352.426 $ | |||||||||||
| Signature Wealth Management Group | 352.269 $ | |||||||||||
| Waldron Private Wealth LLC | 345.610 $ | |||||||||||
| US BANCORP \DE\ | 343.116 $ | +4.804 $ | +1,4 % | 338.312 $ | +225.977 $ | +201,2 % | 112.335 $ | |||||
| BOKF, NA | 342.843 $ | |||||||||||
| Revisor Wealth Management LLC | 328.178 $ | +6.200 $ | +1,9 % | 321.978 $ | -16.139 $ | -4,8 % | 338.117 $ | |||||
| FF Advisors,LLC | 337.009 $ | +2.271 $ | +0,7 % | 334.738 $ | ||||||||
| WEALTH EFFECTS LLC | 335.804 $ | +8.649 $ | +2,6 % | 327.155 $ | +845 $ | +0,3 % | 326.310 $ | |||||
| Alteri Wealth LLC | 333.655 $ | +32.005 $ | +10,6 % | 301.650 $ | +66.755 $ | +28,4 % | 234.895 $ | |||||
| OneAscent Financial Services LLC | 332.986 $ | +12.497 $ | +3,9 % | 320.489 $ | -1.406 $ | -0,4 % | 321.895 $ | |||||
| FOCUSED ALPHA, LLC | 331.967 $ | +538 $ | +0,2 % | 331.429 $ | +54.820 $ | +19,8 % | 276.609 $ | |||||
| Envestnet Portfolio Solutions, Inc. | 326.844 $ | +19.815 $ | +6,5 % | 307.029 $ | +57.214 $ | +22,9 % | 249.815 $ | +22.160 $ | +9,7 % | 227.655 $ | ||
| BEAM WEALTH ADVISORS, INC. | 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 $ | ||||||||
| GENTRY PRIVATE WEALTH, LLC | 262.920 $ | -54.157 $ | -17,1 % | 317.077 $ | ||||||||
| Axis Wealth Partners, LLC | 316.533 $ | |||||||||||
| Fermata Advisors, LLC | 314.474 $ | +93.293 $ | +42,2 % | 221.181 $ | ||||||||
| IHT Wealth Management, LLC | 300.605 $ | |||||||||||
| Csenge Advisory Group | 297.147 $ | |||||||||||
| TRANSCEND CAPITAL ADVISORS, LLC | 291.990 $ | +26.846 $ | +10,1 % | 265.144 $ | +4.743 $ | +1,8 % | 260.401 $ | -25.522 $ | -8,9 % | 285.923 $ | ||
| Greykasell Wealth Strategies, Inc. | 288.031 $ | +6.084 $ | +2,2 % | 281.947 $ | -1.361 $ | -0,5 % | 283.308 $ | +275.917 $ | +3.733,1 % | 7.391 $ | ||
| VIAWEALTH, LLC | 227.102 $ | -60.733 $ | -21,1 % | 287.835 $ | ||||||||
| Modera Wealth Management, LLC | 273.082 $ | +4.801 $ | +1,8 % | 268.281 $ | -1.138 $ | -0,4 % | 269.419 $ | |||||
| 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 $ | |||||||||||
| AMERIFLEX GROUP, INC. | 266.152 $ | +258.207 $ | +3.249,9 % | 7.945 $ | +3.741 $ | +89,0 % | ||||||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 266.033 $ | |||||||||||
| Baron Wealth Management LLC | 265.551 $ | +23.714 $ | +9,8 % | 241.837 $ | ||||||||
| Bell Bank | 261.563 $ | |||||||||||
| John A. Wolfe & Associates, Inc. | 260.855 $ | +23.983 $ | +10,1 % | 236.872 $ | ||||||||
| Brand Asset Management Group, Inc. | 214.891 $ | -44.643 $ | -17,2 % | 259.534 $ | +16.904 $ | +7,0 % | 242.630 $ | +14.587 $ | +6,4 % | |||
| WEIK CAPITAL MANAGEMENT | 255.709 $ | |||||||||||
| Coquina Private Wealth LLC | 192.707 $ | +4.111 $ | +2,2 % | 188.596 $ | -62.044 $ | -24,8 % | 250.640 $ | |||||
| GUIDANCE CAPITAL, INC | 247.459 $ | -131.500 $ | -34,7 % | |||||||||
| XTX Topco Ltd | 245.270 $ | +26.757 $ | +12,2 % | 218.513 $ | -10.878 $ | -4,7 % | ||||||
| Meeder Advisory Services, Inc. | 244.608 $ | +4.009 $ | +1,7 % | 240.599 $ | -1.382 $ | -0,6 % | 241.981 $ | |||||
| Laird Norton Wetherby Wealth Management, LLC | 241.539 $ | |||||||||||
| 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 $ | ||||||||
| OneAscent Wealth Management LLC | 239.373 $ | |||||||||||
| Encompass More Asset Management | 238.293 $ | +24.613 $ | +11,5 % | 213.680 $ | ||||||||
| Fingerlakes Wealth Management, Inc. | 238.191 $ | +21.271 $ | +9,8 % | 216.920 $ | +3.880 $ | +1,8 % | 213.040 $ | |||||
| ADIRONDACK TRUST CO | 237.282 $ | +5.061 $ | +2,2 % | 232.221 $ | -1.190 $ | -0,5 % | 233.411 $ | |||||
| Lynx Investment Advisory | 235.465 $ | +21.028 $ | +9,8 % | 214.437 $ | ||||||||
| COURIER CAPITAL LLC | 230.106 $ | +135.643 $ | +143,6 % | 94.463 $ | -21 $ | -0,0 % | 94.484 $ | |||||
| CENTRAL VALLEY ADVISORS, LLC | 229.041 $ | +2.823 $ | +1,2 % | 226.218 $ | -1.244 $ | -0,5 % | 227.462 $ | |||||
| Claro Advisors Inc. | 228.846 $ | +28.633 $ | +14,3 % | 200.213 $ | ||||||||
| TOMPKINS FINANCIAL CORP | 228.588 $ | +4.876 $ | +2,2 % | 223.712 $ | ||||||||
| QRG CAPITAL MANAGEMENT, INC. | 227.441 $ | |||||||||||
| Rockbridge Investment Management, LCC | 204.392 $ | +3.838 $ | +1,9 % | 200.554 $ | -24.538 $ | -10,9 % | 225.092 $ | +13.763 $ | +6,5 % | |||
| Certified Advisory Corp | 225.092 $ | +70.717 $ | +45,8 % | 154.375 $ | ||||||||
| Aureus Asset Management, LLC | 224.537 $ | +20.052 $ | +9,8 % | 204.485 $ | ||||||||
| Verity Asset Management, Inc. | 224.512 $ | +6.429 $ | +2,9 % | 218.083 $ | ||||||||
| Thompson David Blair | 222.473 $ | |||||||||||
| Graney & King, LLC | 209.418 $ | -9.021 $ | -4,1 % | 218.439 $ | -48 $ | -0,0 % | 218.487 $ | |||||
| ALTFEST L J & CO INC | 214.465 $ | |||||||||||
| Savant Capital, LLC | 214.014 $ | |||||||||||
| Legacy Wealth Managment, LLC/ID | 213.789 $ | +211.941 $ | +11.468,7 % | 1.848 $ | ||||||||
| CLG LLC | 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 $ | |||||||||||
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 208.686 $ | +5.973 $ | +2,9 % | 202.713 $ | ||||||||
| B. Riley Wealth Advisors, Inc. | 207.712 $ | +13.208 $ | +6,8 % | 194.504 $ | ||||||||
| Hamrick Investment Counsel, llc | 139.485 $ | -7.779 $ | -5,3 % | 147.264 $ | -59.831 $ | -28,9 % | 207.095 $ | |||||
| Neuberger Berman Group LLC | 206.570 $ | -13.390 $ | -6,1 % | |||||||||
| Fisher Asset Management, LLC | 205.275 $ | |||||||||||
| Three Cord True Wealth Management, LLC | 203.415 $ | |||||||||||
| Garden State Investment Advisory Services LLC | 202.661 $ | +5.971 $ | +3,0 % | 196.690 $ | -683 $ | -0,3 % | 197.373 $ | |||||
| Gibbs Wealth Management | 201.547 $ | |||||||||||
| Marion Wealth Management | 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 | 198.900 $ | |||||||||||
| Archer Investment Management, LLC | 195.641 $ | |||||||||||
| Ashton Thomas Private Wealth, LLC | 188.951 $ | +4.797 $ | +2,6 % | 184.154 $ | ||||||||
| 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 $ | |||||
| Advisory Services Network, LLC | 167.957 $ | -17.676 $ | -9,5 % | 185.633 $ | +24.981 $ | +15,5 % | 160.652 $ | |||||
| Federation des caisses Desjardins du Quebec | 181.424 $ | +7.991 $ | +4,6 % | 173.433 $ | +3.374 $ | +2,0 % | 170.059 $ | +19.718 $ | +13,1 % | |||
| Boston Partners | 180.467 $ | |||||||||||
| SHP Wealth Management | 164.743 $ | -14.225 $ | -7,9 % | 178.968 $ | +16.301 $ | +10,0 % | 162.667 $ | |||||
| ASSETMARK, INC | 155.045 $ | +9.877 $ | +6,8 % | 145.168 $ | -31.064 $ | -17,6 % | 176.232 $ | +167.567 $ | +1.933,8 % | 8.665 $ | +3.776 $ | +77,2 % |
| Stablepoint Partners, LLC | 175.466 $ | +3.076 $ | +1,8 % | 172.390 $ | ||||||||
| 626 Financial, LLC | 174.196 $ | +5.131 $ | +3,0 % | 169.065 $ | -586 $ | -0,3 % | 169.651 $ | |||||
| Silverberg Bernstein Capital Management LLC | 171.031 $ | +3.227 $ | +1,9 % | 167.804 $ | ||||||||
| Northwest Capital Management Inc | 58.922 $ | -110.420 $ | -65,2 % | 169.342 $ | -270.412 $ | -61,5 % | ||||||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 168.000 $ | +5.000 $ | +3,1 % | 163.000 $ | -1.000 $ | -0,6 % | 164.000 $ | |||||
| Ascent Group, LLC | 167.068 $ | +4.922 $ | +3,0 % | 162.146 $ | -563 $ | -0,3 % | 162.709 $ | |||||
| MAYPORT, LLC | 165.856 $ | +3.538 $ | +2,2 % | 162.318 $ | -936 $ | -0,6 % | 163.254 $ | |||||
| Koshinski Asset Management, Inc. | 162.730 $ | +6.570 $ | +4,2 % | 156.160 $ | +613 $ | +0,4 % | 155.547 $ | |||||
| CoreCap Advisors, LLC | 161.133 $ | +11.332 $ | +7,6 % | 149.801 $ | +42.074 $ | +39,1 % | 107.727 $ | -15.221 $ | -12,4 % | 122.948 $ | ||
| JPL Wealth Management, LLC | 160.391 $ | |||||||||||
| EASTERN BANK | 121.782 $ | -37.168 $ | -23,4 % | 158.950 $ | ||||||||
| Triton Wealth Management, PLLC | 158.839 $ | +4.018 $ | +2,6 % | 154.821 $ | -397 $ | -0,3 % | 155.218 $ | |||||
| James J. Burns & Company, LLC | 158.676 $ | +3.722 $ | +2,4 % | 154.954 $ | -531 $ | -0,3 % | 155.485 $ | |||||
| MMA ASSET MANAGEMENT LLC | 158.650 $ | |||||||||||
| DAYMARK WEALTH PARTNERS, LLC | 157.690 $ | +2.963 $ | +1,9 % | 154.727 $ | ||||||||
| SIGNATUREFD, LLC | 133.642 $ | -22.772 $ | -14,6 % | 156.414 $ | +36.884 $ | +30,9 % | 119.530 $ | |||||
| Tidemark, LLC | 155.601 $ | |||||||||||
| KRAEMATON INVESTMENT ADVISORS, INC | 155.125 $ | |||||||||||
| OPTIMA CAPITAL LLC | 152.601 $ | |||||||||||
| WorthPointe, LLC | 149.365 $ | +2.819 $ | +1,9 % | 146.546 $ | ||||||||
| Occidental Asset Management, LLC | 149.175 $ | |||||||||||
| Maridea Wealth Management LLC | 90.865 $ | -58.279 $ | -39,1 % | 149.144 $ | ||||||||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 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 $ | |||||
| Mechanics Bank Trust Department | 135.323 $ | +2.373 $ | +1,8 % | 132.950 $ | -668 $ | -0,5 % | 133.618 $ | |||||
| Painted Porch Advisors LLC | 131.832 $ | |||||||||||
| Rooted Wealth Advisors, Inc. | 131.036 $ | +1.544 $ | +1,2 % | 129.492 $ | +1.015 $ | +0,8 % | 128.477 $ | |||||
| BlueStem Wealth Partners, LLC | 120.537 $ | -5.379 $ | -4,3 % | 125.916 $ | ||||||||
| ALBION FINANCIAL GROUP /UT | 124.273 $ | +112.093 $ | +920,3 % | 12.180 $ | ||||||||
| Kestra Investment Management, LLC | 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 $ | |||||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 117.562 $ | |||||||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 117.507 $ | +26.695 $ | +29,4 % | 90.812 $ | +29.292 $ | +47,6 % | 61.520 $ | |||||
| Bright Futures Wealth Management, LLC. | 117.348 $ | +2.058 $ | +1,8 % | 115.290 $ | -579 $ | -0,5 % | 115.869 $ | |||||
| NWF Advisory Services Inc. | 116.689 $ | |||||||||||
| Moors & Cabot, Inc. | 116.346 $ | +2.054 $ | +1,8 % | 114.292 $ | -367 $ | -0,3 % | 114.659 $ | |||||
| Perennial Investment Advisors, LLC | 115.221 $ | -633 $ | -0,5 % | 115.854 $ | ||||||||
| REGIONS FINANCIAL CORP | 112.543 $ | +1.987 $ | +1,8 % | 110.556 $ | ||||||||
| Heritage Investment Group, Inc. | 111.856 $ | |||||||||||
| Summit Financial Consulting LLC | 109.648 $ | |||||||||||
| Evanson Financial, LLC | 108.612 $ | |||||||||||
| BESSEMER GROUP INC | 39.000 $ | +2.000 $ | +5,4 % | 37.000 $ | -71.000 $ | -65,7 % | 108.000 $ | |||||
| OpenArc Corporate Advisory, LLC | 105.779 $ | +1.987 $ | +1,9 % | 103.792 $ | -749 $ | -0,7 % | 104.541 $ | |||||
| Evanson Asset Management, LLC | 105.615 $ | +330 $ | +0,3 % | 105.285 $ | ||||||||
| LANARK FINANCIAL, INC. | 105.124 $ | +1.018 $ | +1,0 % | 104.106 $ | +3.121 $ | +3,1 % | 100.985 $ | +65.985 $ | +188,5 % | |||
| SFMG, LLC | 104.833 $ | -266 $ | -0,3 % | 105.099 $ | ||||||||
| BURKE & HERBERT BANK & TRUST CO | 103.923 $ | +1.835 $ | +1,8 % | 102.088 $ | -328 $ | -0,3 % | 102.416 $ | |||||
| Trust Point Inc. | 103.536 $ | |||||||||||
| Castle Rock Wealth Management, LLC | 102.310 $ | +1.686 $ | +1,7 % | 100.624 $ | -1.106 $ | -1,1 % | 101.730 $ | |||||
| KEYVANTAGE WEALTH, LLC | 101.122 $ | |||||||||||
| 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 | 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 | 95.901 $ | +1.801 $ | +1,9 % | 94.100 $ | -678 $ | -0,7 % | 94.778 $ | |||||
| Compound Planning, Inc. | 95.096 $ | |||||||||||
| Platform Technology Partners | 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 | 88.539 $ | +1.889 $ | +2,2 % | 86.650 $ | -500 $ | -0,6 % | 87.150 $ | |||||
| Palumbo Wealth Management LLC | 78.958 $ | -8.884 $ | -10,1 % | 87.842 $ | ||||||||
| Silver Grove Financial Group, Inc. | 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 $ | ||||||||
| ROTHSCHILD INVESTMENT LLC | 85.341 $ | +7.621 $ | +9,8 % | 77.720 $ | +1.390 $ | +1,8 % | 76.330 $ | +4.774 $ | +6,7 % | 71.556 $ | +4.171 $ | +6,2 % |
| INTEGRITY ALLIANCE, LLC. | 84.578 $ | |||||||||||
| MONETA GROUP INVESTMENT ADVISORS LLC | 82.456 $ | +1.456 $ | +1,8 % | 81.000 $ | ||||||||
| OMC Financial Services LTD | 80.712 $ | +1.721 $ | +2,2 % | 78.991 $ | -455 $ | -0,6 % | 79.446 $ | |||||
| Community Bank, N.A. | 78.972 $ | |||||||||||
| Signature Equity Partners, LLC | 56.093 $ | -22.296 $ | -28,4 % | 78.389 $ | ||||||||
| SageView Advisory Group, LLC | 72.024 $ | |||||||||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 71.634 $ | +41.103 $ | +134,6 % | 30.531 $ | ||||||||
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 67.509 $ | +6.029 $ | +9,8 % | 61.480 $ | ||||||||
| Annis Gardner Whiting Capital Advisors, LLC | 66.413 $ | |||||||||||
| Vanguard National Trust Co | 66.235 $ | +5.915 $ | +9,8 % | 60.320 $ | ||||||||
| PlanVest Financial, Inc | 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 $ | |||||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 57.013 $ | -3.075 $ | -5,1 % | 60.088 $ | ||||||||
| Axiom Investment Management LLC | 58.884 $ | -666 $ | -1,1 % | 59.550 $ | ||||||||
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 57.988 $ | |||||||||||
| FIRST HORIZON CORP | 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 % | 52.332 $ | |||||
| TRUST CO OF VERMONT | 55.301 $ | |||||||||||
| MCF Advisors LLC | 53.181 $ | |||||||||||
| Concord Wealth Partners | 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 $ | |||||
| PFS Partners, LLC | 48.187 $ | +1.028 $ | +2,2 % | 47.159 $ | -272 $ | -0,6 % | 47.431 $ | |||||
| Financial Perspectives, Inc | 46.285 $ | +968 $ | +2,1 % | 45.317 $ | -571 $ | -1,2 % | 45.888 $ | |||||
| VALLEY WEALTH MANAGERS, INC. | 43.940 $ | +776 $ | +1,8 % | 43.164 $ | -139 $ | -0,3 % | 43.303 $ | |||||
| First Command Advisory Services, Inc. | 43.613 $ | |||||||||||
| EverSource Wealth Advisors, LLC | 28.891 $ | +1.311 $ | +4,8 % | 27.580 $ | -13.410 $ | -32,7 % | 40.990 $ | |||||
| BROWN BROTHERS HARRIMAN & CO | 39.232 $ | +3.504 $ | +9,8 % | 35.728 $ | ||||||||
| Financial Gravity Companies, Inc. | 37.624 $ | |||||||||||
| Financial Gravity Asset Management, Inc. | 36.516 $ | -126 $ | -0,3 % | 36.642 $ | ||||||||
| Joseph Group Capital Management | 34.429 $ | |||||||||||
| WOLFF WIESE MAGANA LLC | 33.110 $ | -182 $ | -0,5 % | 33.292 $ | ||||||||
| Golden State Wealth Management, LLC | 31.122 $ | +6.836 $ | +28,1 % | 24.286 $ | -134 $ | -0,5 % | 24.420 $ | |||||
| NorthAvenue LLC | 30.723 $ | |||||||||||
| Security National Bank | 29.046 $ | |||||||||||
| Blue Trust, Inc. | 27.283 $ | |||||||||||
| Chung Wu Investment Group, LLC | 25.985 $ | |||||||||||
| Delos Wealth Advisors, LLC | 25.475 $ | |||||||||||
| Centerpoint Advisors, LLC | 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 | 21.298 $ | +1.902 $ | +9,8 % | 19.396 $ | +347 $ | +1,8 % | 19.049 $ | |||||
| HAZLETT, BURT & WATSON, INC. | 21.000 $ | +0 $ | +0,0 % | 21.000 $ | +0 $ | +0,0 % | 21.000 $ | |||||
| JFS WEALTH ADVISORS, LLC | 18.699 $ | |||||||||||
| ST GERMAIN D J CO INC | 17.393 $ | +457 $ | +2,7 % | 16.936 $ | -1.383 $ | -7,5 % | 18.319 $ | +1.146 $ | +6,7 % | 17.173 $ | ||
| NVWM, LLC | 15.803 $ | +316 $ | +2,0 % | 15.487 $ | -82 $ | -0,5 % | 15.569 $ | |||||
| Tripletail Wealth Management, LLC | 15.451 $ | |||||||||||
| 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 $ | |||||||||||
| Johnson Financial Group, Inc. | 12.853 $ | +230 $ | +1,8 % | 12.623 $ | +789 $ | +6,7 % | 11.834 $ | +690 $ | +6,2 % | |||
| Marshall & Sterling Wealth Advisors Inc. | 11.469 $ | +354 $ | +3,2 % | 11.115 $ | -2 $ | -0,0 % | 11.117 $ | |||||
| ALERUS FINANCIAL NA | 10.521 $ | +220 $ | +2,1 % | 10.301 $ | ||||||||
| Cornerstone Planning Group LLC | 9.873 $ | -213 $ | -2,1 % | 10.086 $ | ||||||||
| Abound Wealth Management | 9.579 $ | +855 $ | +9,8 % | 8.724 $ | ||||||||
| Elevated Capital Advisors, LLC | 8.791 $ | +259 $ | +3,0 % | 8.532 $ | -30 $ | -0,4 % | 8.562 $ | |||||
| Allie Family Office LLC | 7.981 $ | +1.061 $ | +15,3 % | |||||||||
| Roble, Belko & Company, Inc | 7.000 $ | +3.000 $ | +75,0 % | 4.000 $ | +0 $ | +0,0 % | 4.000 $ | |||||
| Valued Wealth Advisors LLC | 6.828 $ | +53 $ | +0,8 % | 6.775 $ | +121 $ | +1,8 % | 6.654 $ | |||||
| IAG Wealth Partners, LLC | 6.471 $ | +578 $ | +9,8 % | 5.893 $ | +106 $ | +1,8 % | 5.787 $ | |||||
| 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 $ | |||||||||||
| Pinnacle Bancorp, Inc. | 4.253 $ | |||||||||||
| HANTZ FINANCIAL SERVICES, INC. | 4.000 $ | +1.000 $ | +33,3 % | 3.000 $ | ||||||||
| BlackRock, Inc. | 3.668 $ | |||||||||||
| CALDWELL SUTTER CAPITAL, INC. | 3.529 $ | +67 $ | +1,9 % | 3.462 $ | -19 $ | -0,5 % | 3.481 $ | |||||
| Rossby Financial, LCC | 2.860 $ | -203 $ | -6,6 % | 3.063 $ | ||||||||
| BROWN, LISLE/CUMMINGS, INC. | 2.069 $ | |||||||||||
| Central Pacific Bank - Trust Division | 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 | 218 $ | -27 $ | -11,0 % | 245 $ | ||||||||
| Beacon Capital Management, Inc. | 67 $ | +6 $ | +9,8 % | 61 $ | +1 $ | +1,7 % | 60 $ | +4 $ | +7,1 % | 56 $ | +4 $ | +7,7 % |
| True Wealth Design, LLC | 52 $ | +1 $ | +2,0 % | 51 $ | ||||||||
| 10.992.472.208 $ | +2.807.709.861 $ | +667,1 % | 8.243.752.709 $ | -364.663.630 $ | +68,3 % | 8.542.543.798 $ | +2.085.770.302 $ | +541,4 % | 5.987.959.813 $ | +1.177.408.356 $ | +39,6 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
Der Glück Conviction Score und die daraus abgeleiteten Signale sind das Ergebnis eines
regelbasierten Scoring-Modells aus öffentlich verfügbaren Daten (SEC-Filings,
Fundamentaldaten, Kursdaten). Sie richten sich an ein breites Publikum und
berücksichtigen keine persönlichen Verhältnisse, Anlageziele oder Risikobereitschaften.
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Methodik und Datenquellen.
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Methodik und Datenquellen.
Keine Anlageberatung, keine individuelle Empfehlung.
Der Glück Conviction Score ist das Ergebnis eines regelbasierten Scoring-Modells aus öffentlich
verfügbaren Daten. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.