| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 6.216.475.570 $ | +696.247.819 $ | +78,5 % | 5.377.832.504 $ | +805.281.456 $ | +92,8 % | 4.451.819.653 $ | +753.879.964 $ | +99,5 % | 3.589.651.569 $ | +972.296.654 $ | +547,8 % | |
| STATE OF WISCONSIN INVESTMENT BOARD | 888.791.042 $ | +108.699.970 $ | +13,9 % | 780.091.072 $ | -18.467.545 $ | -2,3 % | 798.558.617 $ | +6.431.536 $ | +0,8 % | 792.127.081 $ | +44.508.390 $ | +6,0 % |
| National Pension Service | 668.030.237 $ | +90.983.706 $ | +15,8 % | 577.046.531 $ | -25.056.938 $ | -4,2 % | 602.103.469 $ | +16.237.878 $ | +2,8 % | 585.865.591 $ | +532.943.786 $ | +1.007,0 % |
| WELLS FARGO & COMPANY/MN | 495.745.894 $ | -47.100.457 $ | -8,7 % | 542.846.351 $ | +189.747.297 $ | +53,7 % | 353.099.054 $ | +331.483.415 $ | +1.533,5 % | 21.615.639 $ | +21.538.478 $ | +27.913,7 % |
| BANK OF AMERICA CORP /DE/ | 417.561.759 $ | +81.384.329 $ | +24,2 % | 336.177.430 $ | +229.978.707 $ | +216,6 % | 106.198.723 $ | +25.611.473 $ | +31,8 % | 80.587.250 $ | +58.424.662 $ | +263,6 % |
| JPMORGAN CHASE & CO | 381.486.982 $ | +68.043.702 $ | +21,7 % | 313.443.280 $ | +304.743.877 $ | +3.503,0 % | 8.699.403 $ | -6.522.095 $ | -42,8 % | 15.221.498 $ | +7.777.107 $ | +104,5 % |
| LPL Financial LLC | 280.093.599 $ | +36.393.360 $ | +14,9 % | 243.700.239 $ | +15.429.095 $ | +6,8 % | 228.271.144 $ | +16.904.860 $ | +8,0 % | 211.366.284 $ | +14.524.638 $ | +7,4 % |
| Corient Private Wealth LP | 154.176.452 $ | +14.968.185 $ | +10,8 % | 139.208.267 $ | -123.589.973 $ | -47,0 % | 262.798.240 $ | +145.678.100 $ | +124,4 % | 117.120.140 $ | +14.134.141 $ | +13,7 % |
| RAYMOND JAMES FINANCIAL INC | 202.799.336 $ | +50.756.787 $ | +33,4 % | 152.042.549 $ | +26.910.315 $ | +21,5 % | 125.132.234 $ | +8.463.201 $ | +7,3 % | 116.669.033 $ | +43.041.872 $ | +58,5 % |
| 3EDGE Asset Management, LP | 128.503.420 $ | +24.672.291 $ | +23,8 % | 103.831.129 $ | -11.390.336 $ | -9,9 % | 115.221.465 $ | +62.790.744 $ | +119,8 % | 52.430.721 $ | +35.113.591 $ | +202,8 % |
| GREAT LAKES ADVISORS, LLC | 107.799.072 $ | -11.098.782 $ | -9,3 % | 118.897.854 $ | +52.637.233 $ | +79,4 % | 66.260.621 $ | +1.697.334 $ | +2,6 % | 64.563.287 $ | +36.398.595 $ | +129,2 % |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 97.336.007 $ | |||||||||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 62.005.628 $ | +12.875.587 $ | +26,2 % | 49.130.041 $ | -45.312.968 $ | -48,0 % | 94.443.009 $ | +5.752.353 $ | +6,5 % | 88.690.656 $ | +7.641.054 $ | +9,4 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 94.292.145 $ | +7.532.373 $ | +8,7 % | 86.759.772 $ | +617.003 $ | +0,7 % | 86.142.769 $ | -649.231 $ | -0,7 % | 86.792.000 $ | +5.515.000 $ | +6,8 % |
| Diversified Enterprises, LLC | 92.232.220 $ | +9.146.682 $ | +11,0 % | 83.085.538 $ | +2.810.137 $ | +3,5 % | 80.275.401 $ | +5.360.937 $ | +7,2 % | 74.914.464 $ | +5.793.593 $ | +8,4 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 91.945.577 $ | +16.322.702 $ | +21,6 % | 75.622.875 $ | +37.223.049 $ | +96,9 % | 38.399.826 $ | +12.023.810 $ | +45,6 % | 26.376.016 $ | +26.280.515 $ | +27.518,6 % |
| Grant Street Asset Management, Inc. | 90.296.840 $ | +25.020.543 $ | +38,3 % | 65.276.297 $ | -4.342.391 $ | -6,2 % | 69.618.688 $ | +603.089 $ | +0,9 % | 69.015.599 $ | +4.779.198 $ | +7,4 % |
| Annex Advisory Services, LLC | 582.310 $ | -1.026.192 $ | -63,8 % | 1.608.502 $ | -86.633.270 $ | -98,2 % | 88.241.772 $ | +8.665.679 $ | +10,9 % | 79.576.093 $ | +8.832.932 $ | +12,5 % |
| Fragasso Financial Advisors Inc | 88.157.090 $ | +13.403.533 $ | +17,9 % | 74.753.557 $ | +70.861.084 $ | +1.820,5 % | 3.892.473 $ | |||||
| Archford Capital Strategies, LLC | 68.770.099 $ | +6.611.436 $ | +10,6 % | 62.158.663 $ | +8.965.369 $ | +16,9 % | 53.193.294 $ | -6.822.276 $ | -11,4 % | 60.015.570 $ | +23.291.743 $ | +63,4 % |
| Pinnacle Financial Partners, Inc. | 62.144.232 $ | +5.008.432 $ | +8,8 % | 57.135.800 $ | +8.345.386 $ | +17,1 % | 48.790.414 $ | |||||
| Private Advisor Group, LLC | 48.940.014 $ | -6.139.209 $ | -11,1 % | 55.079.223 $ | +3.206.571 $ | +6,2 % | 51.872.652 $ | +15.703.930 $ | +43,4 % | 36.168.722 $ | +8.000.102 $ | +28,4 % |
| Arlington Financial Advisors, LLC | 52.510.299 $ | +3.646.485 $ | +7,5 % | 48.863.814 $ | +22.823 $ | +0,0 % | 48.840.991 $ | +2.239.050 $ | +4,8 % | 46.601.941 $ | +2.422.617 $ | +5,5 % |
| Cambridge Investment Research Advisors, Inc. | 46.980.000 $ | +27.013.000 $ | +135,3 % | 19.967.000 $ | +1.595.000 $ | +8,7 % | 18.372.000 $ | +4.358.000 $ | +31,1 % | 14.014.000 $ | +3.814.000 $ | +37,4 % |
| Pictet North America Advisors SA | 10.596.983 $ | -937.067 $ | -8,1 % | 11.534.050 $ | -27.254.300 $ | -70,3 % | 38.788.350 $ | -7.289.148 $ | -15,8 % | 46.077.498 $ | +6.601.413 $ | +16,7 % |
| AUCTUS ADVISORS LLC | 45.932.379 $ | +7.853.301 $ | +20,6 % | 38.079.078 $ | -3.598.633 $ | -8,6 % | 41.677.711 $ | |||||
| SYNOVUS FINANCIAL CORP | 44.700.372 $ | +5.937.027 $ | +15,3 % | |||||||||
| HighTower Advisors, LLC | 42.368.604 $ | +1.610.320 $ | +4,0 % | 40.758.284 $ | +17.822.981 $ | +77,7 % | 22.935.303 $ | +34.586 $ | +0,2 % | 22.900.717 $ | +11.050.579 $ | +93,3 % |
| ROYAL BANK OF CANADA | 41.030.000 $ | +4.264.000 $ | +11,6 % | 36.766.000 $ | +3.247.000 $ | +9,7 % | 33.519.000 $ | +10.016.000 $ | +42,6 % | 23.503.000 $ | -19.829.000 $ | -45,8 % |
| GOLDMAN SACHS GROUP INC | 40.819.212 $ | +40.484.890 $ | +12.109,6 % | |||||||||
| New Harbor Financial Group, LLC | 37.403.336 $ | -680.696 $ | -1,8 % | 38.084.032 $ | +8.833.761 $ | +30,2 % | 29.250.271 $ | +111.003 $ | +0,4 % | 29.139.268 $ | +2.882.215 $ | +11,0 % |
| Towneley Capital Management, Inc / DE | 37.214.322 $ | +5.538.188 $ | +17,5 % | 31.676.134 $ | -3.492.180 $ | -9,9 % | 35.168.314 $ | -52.488 $ | -0,1 % | 35.220.802 $ | +1.289.157 $ | +3,8 % |
| Horizon Advisory Services, Inc. | 34.235.999 $ | +3.899.896 $ | +12,9 % | 30.336.103 $ | +919.307 $ | +3,1 % | 29.416.796 $ | +161.247 $ | +0,6 % | 29.255.549 $ | +1.745.497 $ | +6,3 % |
| ASSETMARK, INC | 32.489.497 $ | +36.135 $ | +0,1 % | 32.453.362 $ | +10.825.793 $ | +50,1 % | 21.627.569 $ | +21.448.027 $ | +11.946,0 % | 179.542 $ | +8.274 $ | +4,8 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 25.335.963 $ | +533.340 $ | +2,2 % | 24.802.623 $ | -462.874 $ | -1,8 % | 25.265.497 $ | +6.486.567 $ | +34,5 % | 18.778.930 $ | ||
| Proactive Wealth Strategies LLC | 24.597.076 $ | +3.523.718 $ | +16,7 % | 21.073.358 $ | +12.046.647 $ | +133,5 % | 9.026.711 $ | +1.318.063 $ | +17,1 % | 7.708.648 $ | +1.092.648 $ | +16,5 % |
| CENTRAL TRUST Co | 24.366.050 $ | +1.134.752 $ | +4,9 % | 23.231.298 $ | +8.867.378 $ | +61,7 % | 14.363.920 $ | +7.331.974 $ | +104,3 % | 7.031.946 $ | ||
| Sowa Financial Group, Inc. | 19.880.000 $ | -4.319.000 $ | -17,8 % | 24.199.000 $ | +10.236.000 $ | +73,3 % | 13.963.000 $ | +914.000 $ | +7,0 % | 13.049.000 $ | +1.677.000 $ | +14,7 % |
| Venturi Wealth Management, LLC | 23.568.136 $ | +1.251.574 $ | +5,6 % | 22.316.562 $ | -1.205.168 $ | -5,1 % | 23.521.730 $ | +990.520 $ | +4,4 % | 22.531.210 $ | -437.451 $ | -1,9 % |
| ENVESTNET ASSET MANAGEMENT INC | 22.476.332 $ | +1.455.307 $ | +6,9 % | 21.021.025 $ | +2.388.542 $ | +12,8 % | 18.632.483 $ | -4.917.569 $ | -20,9 % | 23.550.052 $ | +2.484.189 $ | +11,8 % |
| OSAIC HOLDINGS, INC. | 23.390.854 $ | +7.246.167 $ | +44,9 % | 16.144.687 $ | -362.622 $ | -2,2 % | 16.507.309 $ | +1.438.879 $ | +9,5 % | 15.068.430 $ | +2.256.738 $ | +17,6 % |
| FIRST NATIONAL TRUST CO | 22.054.661 $ | +2.812.312 $ | +14,6 % | 19.242.349 $ | ||||||||
| Steward Partners Investment Advisory, LLC | 21.833.037 $ | +2.562.572 $ | +13,3 % | 19.270.465 $ | +2.657.389 $ | +16,0 % | 16.613.076 $ | -189.079 $ | -1,1 % | 16.802.155 $ | +5.171.269 $ | +44,5 % |
| Sequoia Financial Advisors, LLC | 21.566.051 $ | +2.286.342 $ | +11,9 % | 19.279.709 $ | -739.133 $ | -3,7 % | 20.018.842 $ | +932.186 $ | +4,9 % | 19.086.656 $ | +199.050 $ | +1,1 % |
| INSPIRION WEALTH ADVISORS, LLC | 20.198.767 $ | -364.613 $ | -1,8 % | 20.563.380 $ | +5.598.435 $ | +37,4 % | 14.964.945 $ | +4.926.355 $ | +49,1 % | 10.038.590 $ | -3.721.316 $ | -27,0 % |
| Ellsworth Advisors, LLC | 20.513.576 $ | +2.612.255 $ | +14,6 % | 17.901.321 $ | +4.397.718 $ | +32,6 % | 13.503.603 $ | +2.321.446 $ | +20,8 % | 11.182.157 $ | +1.545.398 $ | +16,0 % |
| Vident Advisory, LLC | 20.432.405 $ | +13.602.111 $ | +199,1 % | 6.830.294 $ | -2.901.628 $ | -29,8 % | 9.731.922 $ | +6.439.997 $ | +195,6 % | 3.291.925 $ | -2.364.147 $ | -41,8 % |
| Guided Capital Wealth Management, LLC | 19.795.989 $ | +12.047.179 $ | +155,5 % | 7.748.810 $ | ||||||||
| Cerity Partners LLC | 19.761.251 $ | +3.690.765 $ | +23,0 % | 16.070.486 $ | +14.000.039 $ | +676,2 % | 2.070.447 $ | +1.006.804 $ | +94,7 % | 1.063.643 $ | ||
| Aprio Wealth Management, LLC | 19.419.862 $ | +106.402 $ | +0,6 % | 19.313.460 $ | +4.459.191 $ | +30,0 % | 14.854.269 $ | +1.537.676 $ | +11,5 % | 13.316.593 $ | +5.767.212 $ | +76,4 % |
| PACES FERRY WEALTH ADVISORS, LLC | 18.925.760 $ | +2.109.631 $ | +12,5 % | 16.816.129 $ | +365.937 $ | +2,2 % | 16.450.192 $ | +683.498 $ | +4,3 % | 15.766.694 $ | +193.825 $ | +1,2 % |
| Sanctuary Advisors, LLC | 18.685.836 $ | +1.254.703 $ | +7,2 % | 17.431.133 $ | +5.636.121 $ | +47,8 % | 11.795.012 $ | -2.069.643 $ | -14,9 % | 13.864.655 $ | +5.481.520 $ | +65,4 % |
| Leisure Capital Management | 18.551.313 $ | +5.331.295 $ | +40,3 % | 13.220.018 $ | -1.584.899 $ | -10,7 % | 14.804.917 $ | -84.578 $ | -0,6 % | 14.889.495 $ | +1.324.234 $ | +9,8 % |
| TRUIST FINANCIAL CORP | 18.371.447 $ | +2.998.170 $ | +19,5 % | 15.373.277 $ | +3.828.454 $ | +33,2 % | 11.544.823 $ | +2.013.443 $ | +21,1 % | 9.531.380 $ | +2.203.150 $ | +30,1 % |
| Advisor OS, LLC | 17.536.195 $ | -255.203 $ | -1,4 % | 17.791.398 $ | +17.223.939 $ | +3.035,3 % | 567.459 $ | +153.988 $ | +37,2 % | 413.471 $ | +159.981 $ | +63,1 % |
| Jefferies Financial Group Inc. | 17.458.156 $ | |||||||||||
| Cetera Investment Advisers | 17.414.791 $ | +2.833.552 $ | +19,4 % | 14.581.239 $ | +2.792.526 $ | +23,7 % | 11.788.713 $ | +31.193 $ | +0,3 % | 11.757.520 $ | +6.870.294 $ | +140,6 % |
| BlueStem Wealth Partners, LLC | 10.910.749 $ | -679.145 $ | -5,9 % | 11.589.894 $ | +4.327.456 $ | +59,6 % | 7.262.438 $ | -9.485.950 $ | -56,6 % | 16.748.388 $ | +1.375.464 $ | +8,9 % |
| Golden State Wealth Management, LLC | 14.006.516 $ | -1.370.176 $ | -8,9 % | 15.376.692 $ | -898.488 $ | -5,5 % | 16.275.180 $ | +1.055.829 $ | +6,9 % | 15.219.351 $ | +354.719 $ | +2,4 % |
| Compound Planning, Inc. | 15.378.917 $ | +3.596.413 $ | +30,5 % | 11.782.504 $ | +2.522.368 $ | +27,2 % | 9.260.136 $ | |||||
| MJP ASSOCIATES INC /ADV | 15.030.471 $ | -87.648 $ | -0,6 % | 15.118.119 $ | ||||||||
| SOL Capital Management CO | 14.909.000 $ | +451.000 $ | +3,1 % | 14.458.000 $ | +1.494.000 $ | +11,5 % | ||||||
| WIN ADVISORS, INC | 14.545.768 $ | |||||||||||
| Stratos Wealth Partners, LTD. | 14.286.991 $ | +1.695.023 $ | +13,5 % | 12.591.968 $ | +2.576.678 $ | +25,7 % | 10.015.290 $ | +6.913.848 $ | +222,9 % | 3.101.442 $ | +889.010 $ | +40,2 % |
| FIFTH THIRD BANCORP | 13.854.573 $ | +1.029.826 $ | +8,0 % | 12.824.747 $ | -746.507 $ | -5,5 % | 13.571.254 $ | +6.761.610 $ | +99,3 % | 6.809.644 $ | +3.913.920 $ | +135,2 % |
| Equitable Holdings, Inc. | 13.724.612 $ | +860.346 $ | +6,7 % | 12.864.266 $ | +818.030 $ | +6,8 % | 12.046.236 $ | +212.533 $ | +1,8 % | 11.833.703 $ | +955.147 $ | +8,8 % |
| Mariner, LLC | 11.193.664 $ | -2.412.753 $ | -17,7 % | 13.606.417 $ | +5.752.457 $ | +73,2 % | 7.853.960 $ | +1.299.171 $ | +19,8 % | 6.554.789 $ | +4.423.272 $ | +207,5 % |
| Convergence Financial, LLC | 13.084.312 $ | +7.227.152 $ | +123,4 % | 5.857.160 $ | +2.536.773 $ | +76,4 % | 3.320.387 $ | +548.513 $ | +19,8 % | 2.771.874 $ | +1.006.255 $ | +57,0 % |
| Grey Ledge Advisors, LLC | 9.972.891 $ | -1.185.118 $ | -10,6 % | 11.158.009 $ | -1.472.991 $ | -11,7 % | 12.631.000 $ | -429.207 $ | -3,3 % | 13.060.207 $ | +2.197.026 $ | +20,2 % |
| AMI INVESTMENT MANAGEMENT INC | 9.090.861 $ | -3.548.061 $ | -28,1 % | 12.638.922 $ | -311.122 $ | -2,4 % | 12.950.044 $ | +374.100 $ | +3,0 % | 12.575.944 $ | -3.452.601 $ | -21,5 % |
| Kestra Advisory Services, LLC | 12.633.961 $ | +907.276 $ | +7,7 % | 11.726.685 $ | +3.095.228 $ | +35,9 % | 8.631.457 $ | +6.500.965 $ | +305,1 % | 2.130.492 $ | +147.874 $ | +7,5 % |
| JANE STREET GROUP, LLC | 5.955.762 $ | -6.609.674 $ | -52,6 % | 12.565.436 $ | +9.537.248 $ | +314,9 % | 3.028.188 $ | -551.600 $ | -15,4 % | 3.579.788 $ | +448.283 $ | +14,3 % |
| Cornerstone Wealth Group, LLC | 12.513.921 $ | |||||||||||
| WJ Wealth Management, LLC | 1.025.695 $ | +135.719 $ | +15,2 % | 889.976 $ | -9.803.138 $ | -91,7 % | 10.693.114 $ | -1.788.212 $ | -14,3 % | 12.481.326 $ | -4.015.926 $ | -24,3 % |
| Janney Montgomery Scott LLC | 11.444.000 $ | -689.000 $ | -5,7 % | 12.133.000 $ | +1.994.000 $ | +19,7 % | 10.139.000 $ | +59.000 $ | +0,6 % | 10.080.000 $ | +378.000 $ | +3,9 % |
| Wealthcare Advisory Partners LLC | 12.074.765 $ | +1.265.545 $ | +11,7 % | 10.809.220 $ | -1.319.708 $ | -10,9 % | 12.128.928 $ | +478.297 $ | +4,1 % | 11.650.631 $ | +4.070.616 $ | +53,7 % |
| Choice Wealth Advisors LLC | 11.704.577 $ | |||||||||||
| Rockefeller Capital Management L.P. | 11.588.828 $ | +4.903.100 $ | +73,3 % | 6.685.728 $ | -681.580 $ | -9,3 % | 7.367.308 $ | +5.367.293 $ | +268,4 % | 2.000.015 $ | -2.065.355 $ | -50,8 % |
| OPPENHEIMER & CO INC | 11.281.974 $ | +34.611 $ | +0,3 % | 11.247.363 $ | +2.458.340 $ | +28,0 % | 8.789.023 $ | +650.029 $ | +8,0 % | 8.138.994 $ | +7.772.893 $ | +2.123,2 % |
| Resonant Capital Advisors, LLC | 11.073.708 $ | +1.003.179 $ | +10,0 % | 10.070.529 $ | ||||||||
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 10.391.994 $ | -359.988 $ | -3,3 % | 10.751.982 $ | +202.578 $ | +1,9 % | 10.549.404 $ | |||||
| Sunrise Financial Services, LLC | 10.735.196 $ | +18.131 $ | +0,2 % | 10.717.065 $ | +899.976 $ | +9,2 % | 9.817.089 $ | |||||
| Worth Financial Advisory Group, LLC | 10.622.844 $ | +8.345.626 $ | +366,5 % | 2.277.218 $ | -2.878.086 $ | -55,8 % | 5.155.304 $ | +1.168.768 $ | +29,3 % | 3.986.536 $ | +359.824 $ | +9,9 % |
| MML INVESTORS SERVICES, LLC | 7.425.336 $ | -811.422 $ | -9,9 % | 8.236.758 $ | +2.478.046 $ | +43,0 % | 5.758.712 $ | -4.646.866 $ | -44,7 % | 10.405.578 $ | +4.737.578 $ | +83,6 % |
| Blue Trust, Inc. | 9.917.830 $ | -385.584 $ | -3,7 % | 10.303.414 $ | ||||||||
| PRIVATE CLIENT SERVICES, LLC | 10.197.352 $ | |||||||||||
| NORTHCAPE WEALTH MANAGEMENT, LLC | 9.652.303 $ | +4.005.877 $ | +70,9 % | 5.646.426 $ | +4.116.563 $ | +269,1 % | 1.529.863 $ | +432.635 $ | +39,4 % | |||
| Nordwand Advisors, LLC | 9.616.069 $ | +500.640 $ | +5,5 % | 9.115.429 $ | -510.393 $ | -5,3 % | 9.625.822 $ | +1.687.933 $ | +21,3 % | 7.937.889 $ | +3.585.499 $ | +82,4 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 8.549.855 $ | -1.015.453 $ | -10,6 % | 9.565.308 $ | +1.221.831 $ | +14,6 % | 8.343.477 $ | -265.773 $ | -3,1 % | 8.609.250 $ | +388.612 $ | +4,7 % |
| Csenge Advisory Group | 9.410.165 $ | +177.115 $ | +1,9 % | 9.233.050 $ | +599.770 $ | +6,9 % | 8.633.280 $ | +936.173 $ | +12,2 % | 7.697.107 $ | +1.887.460 $ | +32,5 % |
| &PARTNERS | 9.306.162 $ | +2.240.637 $ | +31,7 % | 7.065.525 $ | +4.073.839 $ | +136,2 % | 2.991.686 $ | +316.355 $ | +11,8 % | 2.675.331 $ | +509.159 $ | +23,5 % |
| Ethos Financial Group, LLC | 9.224.822 $ | +121.092 $ | +1,3 % | 9.103.730 $ | +2.782.175 $ | +44,0 % | 6.321.555 $ | |||||
| CROBAN | 7.216.774 $ | -1.749.841 $ | -19,5 % | 8.966.615 $ | +171.142 $ | +1,9 % | 8.795.473 $ | +3.086.668 $ | +54,1 % | 5.708.805 $ | +1.112.526 $ | +24,2 % |
| Lantz Financial LLC | 8.903.040 $ | +1.773.123 $ | +24,9 % | 7.129.917 $ | -315.164 $ | -4,2 % | 7.445.081 $ | +3.897.272 $ | +109,9 % | 3.547.809 $ | +456.079 $ | +14,8 % |
| Great Diamond Partners, LLC | 8.351.220 $ | -400.422 $ | -4,6 % | 8.751.642 $ | ||||||||
| Concurrent Investment Advisors, LLC | 1.836.429 $ | -6.711.258 $ | -78,5 % | 8.547.687 $ | ||||||||
| World Investment Advisors | 1.986.789 $ | +288.951 $ | +17,0 % | 1.697.838 $ | -6.788.269 $ | -80,0 % | 8.486.107 $ | +524.843 $ | +6,6 % | |||
| TWIN FOCUS CAPITAL PARTNERS, LLC | 8.350.457 $ | +1.851.381 $ | +28,5 % | 6.499.076 $ | +3.847.258 $ | +145,1 % | 2.651.818 $ | +1.219.918 $ | +85,2 % | 1.431.900 $ | +83.805 $ | +6,2 % |
| Arkadios Wealth Advisors | 2.924.885 $ | +76.301 $ | +2,7 % | 2.848.584 $ | -61.601 $ | -2,1 % | 2.910.185 $ | -5.439.814 $ | -65,1 % | 8.349.999 $ | +1.597.724 $ | +23,7 % |
| Gladstone Institutional Advisory LLC | 7.978.728 $ | +1.033.652 $ | +14,9 % | 6.945.076 $ | ||||||||
| Beta Wealth Group, Inc. | 7.542.003 $ | -271.312 $ | -3,5 % | 7.813.315 $ | +1.212.391 $ | +18,4 % | 6.600.924 $ | -205.577 $ | -3,0 % | 6.806.501 $ | ||
| MBL Wealth, LLC | 7.620.977 $ | +229.929 $ | +3,1 % | 7.391.048 $ | +2.116.524 $ | +40,1 % | 5.274.524 $ | +360.733 $ | +7,3 % | 4.913.791 $ | +1.427.593 $ | +40,9 % |
| CARY STREET PARTNERS FINANCIAL LLC | 7.520.732 $ | +838.618 $ | +12,6 % | 6.682.114 $ | +2.490.783 $ | +59,4 % | 4.191.331 $ | +1.447.090 $ | +52,7 % | 2.744.241 $ | +1.013.692 $ | +58,6 % |
| IHT Wealth Management, LLC | 7.434.449 $ | +1.779.594 $ | +31,5 % | 5.654.855 $ | +123.127 $ | +2,2 % | 5.531.728 $ | +448.683 $ | +8,8 % | 5.083.045 $ | +1.293.805 $ | +34,1 % |
| CITADEL ADVISORS LLC | 7.390.818 $ | +2.385.656 $ | +47,7 % | 5.005.162 $ | +2.896.609 $ | +137,4 % | 2.108.553 $ | -2.944.050 $ | -58,3 % | 5.052.603 $ | +2.611.161 $ | +107,0 % |
| Weil Company, Inc. | 7.297.387 $ | +130.072 $ | +1,8 % | 7.167.315 $ | +3.527.742 $ | +96,9 % | 3.639.573 $ | +451.983 $ | +14,2 % | 3.187.590 $ | +603.280 $ | +23,3 % |
| VestGen Advisors, LLC | 7.264.731 $ | +1.417.455 $ | +24,2 % | 5.847.276 $ | +5.268.300 $ | +909,9 % | 578.976 $ | |||||
| tru Independence LLC | 7.232.606 $ | +53.043 $ | +0,7 % | 7.179.563 $ | +652.966 $ | +10,0 % | 6.526.597 $ | +811.381 $ | +14,2 % | 5.715.216 $ | +816.967 $ | +16,7 % |
| Perennial Investment Advisors, LLC | 7.188.430 $ | +713.447 $ | +11,0 % | 6.474.983 $ | +452.192 $ | +7,5 % | 6.022.791 $ | +513.621 $ | +9,3 % | |||
| Cooper Financial Group | 7.182.725 $ | |||||||||||
| D L CARLSON INVESTMENT GROUP INC | 7.124.251 $ | +1.975.009 $ | +38,4 % | 5.149.242 $ | ||||||||
| TRANSCEND CAPITAL ADVISORS, LLC | 6.295.165 $ | +630.871 $ | +11,1 % | 5.664.294 $ | -717.560 $ | -11,2 % | 6.381.854 $ | -695.161 $ | -9,8 % | 7.077.015 $ | -619.617 $ | -8,1 % |
| Vestmark Advisory Solutions, Inc. | 6.633.224 $ | +2.973.245 $ | +81,2 % | |||||||||
| NVWM, LLC | 6.192.677 $ | -389.567 $ | -5,9 % | 6.582.244 $ | +3.089.002 $ | +88,4 % | 3.493.242 $ | +992.989 $ | +39,7 % | 2.500.253 $ | +272.495 $ | +12,2 % |
| SFG Wealth Management, LLC. | 5.832.753 $ | -744.612 $ | -11,3 % | 6.577.365 $ | +1.569.469 $ | +31,3 % | 5.007.896 $ | +671.796 $ | +15,5 % | 4.336.100 $ | ||
| WT Wealth Management | 6.507.355 $ | +864.131 $ | +15,3 % | 5.643.224 $ | -471.808 $ | -7,7 % | 6.115.032 $ | +146.289 $ | +2,5 % | 5.968.743 $ | +274.852 $ | +4,8 % |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 1.447.595 $ | -2.925.983 $ | -66,9 % | 4.373.578 $ | -2.050.764 $ | -31,9 % | 6.424.342 $ | +3.188.080 $ | +98,5 % | 3.236.262 $ | ||
| Nvest Wealth Strategies, Inc. | 6.033.331 $ | -106.494 $ | -1,7 % | 6.139.825 $ | +1.220.873 $ | +24,8 % | 4.918.952 $ | |||||
| Phillip James Consulting Co. | 5.897.247 $ | |||||||||||
| FINANCIAL MANAGEMENT NETWORK INC | 3.986.195 $ | -245.074 $ | -5,8 % | 4.231.269 $ | -1.648.019 $ | -28,0 % | 5.879.288 $ | +235.894 $ | +4,2 % | 5.643.394 $ | +326.469 $ | +6,1 % |
| WCG Wealth Advisors LLC | 816.881 $ | -2.497.281 $ | -75,4 % | 3.314.162 $ | -2.179.530 $ | -39,7 % | 5.493.692 $ | +1.952.575 $ | +55,1 % | 3.541.117 $ | +2.023.705 $ | +133,4 % |
| Gateway Wealth Partners, LLC | 3.342.262 $ | -2.133.978 $ | -39,0 % | 5.476.240 $ | ||||||||
| Focus Partners Wealth | 2.731.126 $ | -261.433 $ | -8,7 % | 2.992.559 $ | -2.316.296 $ | -43,6 % | 5.308.855 $ | |||||
| NorthCoast Asset Management LLC | 5.258.010 $ | -162.821 $ | -3,0 % | |||||||||
| Joel Isaacson & Co., LLC | 5.239.846 $ | +1.518.443 $ | +40,8 % | 3.721.403 $ | +262.158 $ | +7,6 % | 3.459.245 $ | +680.459 $ | +24,5 % | 2.778.786 $ | +763.918 $ | +37,9 % |
| FMA Wealth Management, LLC | 4.470.000 $ | -182.696 $ | -3,9 % | 4.652.696 $ | -560.155 $ | -10,7 % | 5.212.851 $ | +16.550 $ | +0,3 % | 5.196.301 $ | -69.551 $ | -1,3 % |
| Ascentis Independent Advisors | 5.108.995 $ | +2.761.825 $ | +117,7 % | 2.347.170 $ | -2.591.815 $ | -52,5 % | 4.938.985 $ | -286.710 $ | -5,5 % | |||
| AXXCESS WEALTH MANAGEMENT, LLC | 5.095.918 $ | +916.948 $ | +21,9 % | 4.178.970 $ | +1.096.102 $ | +35,6 % | 3.082.868 $ | |||||
| Fiduciary Group, LLC | 4.840.869 $ | +434.646 $ | +9,9 % | 4.406.223 $ | +61.109 $ | +1,4 % | 4.345.114 $ | +466.596 $ | +12,0 % | 3.878.518 $ | +388.423 $ | +11,1 % |
| KWB Wealth | 4.822.800 $ | +1.268.677 $ | +35,7 % | 3.554.123 $ | -41.265 $ | -1,1 % | 3.595.388 $ | +1.494.014 $ | +71,1 % | 2.101.374 $ | +671.568 $ | +47,0 % |
| Empire Financial Management Company, LLC | 4.500.817 $ | -226.784 $ | -4,8 % | 4.727.601 $ | +1.004.251 $ | +27,0 % | 3.723.350 $ | -192.797 $ | -4,9 % | 3.916.147 $ | +244.552 $ | +6,7 % |
| IFP Advisors, Inc | 4.626.006 $ | +29.237 $ | +0,6 % | 4.596.769 $ | +1.275.683 $ | +38,4 % | 3.321.086 $ | -82.774 $ | -2,4 % | 3.403.860 $ | -3.145.863 $ | -48,0 % |
| AMERIPRISE FINANCIAL INC | 4.102.130 $ | +220.488 $ | +5,7 % | 3.881.642 $ | -665.136 $ | -14,6 % | 4.546.778 $ | +2.530.383 $ | +125,5 % | 2.016.395 $ | -164.368 $ | -7,5 % |
| Portside Wealth Group, LLC | 4.497.030 $ | +1.505.402 $ | +50,3 % | 2.991.628 $ | -231.597 $ | -7,2 % | 3.223.225 $ | +1.805.463 $ | +127,3 % | 1.417.762 $ | ||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 507.641 $ | +184.052 $ | +56,9 % | 323.589 $ | +123.416 $ | +61,7 % | 200.173 $ | -4.208.557 $ | -95,5 % | 4.408.730 $ | ||
| Randall & Associates Wealth Management | 3.691.676 $ | -716.768 $ | -16,3 % | 4.408.444 $ | +978.220 $ | +28,5 % | 3.430.224 $ | |||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.085.058 $ | -2.291.182 $ | -52,4 % | 4.376.240 $ | +1.759.733 $ | +67,3 % | 2.616.507 $ | +1.762.070 $ | +206,2 % | 854.437 $ | +480.930 $ | +128,8 % |
| Quantinno Capital Management LP | 4.359.844 $ | +2.310.950 $ | +112,8 % | 2.048.894 $ | +777.782 $ | +61,2 % | 1.271.112 $ | |||||
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 4.131.307 $ | -228.420 $ | -5,2 % | 4.359.727 $ | ||||||||
| D.A. DAVIDSON & CO. | 4.341.205 $ | |||||||||||
| MOODY NATIONAL BANK TRUST DIVISION | 2.764.117 $ | +262.088 $ | +10,5 % | 2.502.029 $ | -200.140 $ | -7,4 % | 2.702.169 $ | -1.549.266 $ | -36,4 % | 4.251.435 $ | +111.262 $ | +2,7 % |
| Birchwood Financial Partners, Inc. | 4.250.304 $ | +865.753 $ | +25,6 % | 3.384.551 $ | -195.207 $ | -5,5 % | 3.579.758 $ | |||||
| CHANNEL WEALTH LLC | 4.184.706 $ | +513.215 $ | +14,0 % | 3.671.491 $ | -275.584 $ | -7,0 % | 3.947.075 $ | +1.623.166 $ | +69,8 % | 2.323.909 $ | +837.434 $ | +56,3 % |
| Atria Investments, Inc | 4.182.300 $ | +128.549 $ | +3,2 % | 4.053.751 $ | +3.430.943 $ | +550,9 % | 622.808 $ | -44.638 $ | -6,7 % | 667.446 $ | +208.924 $ | +45,6 % |
| Twelve Points Wealth Management LLC | 4.064.545 $ | +31.553 $ | +0,8 % | 4.032.992 $ | +1.027.216 $ | +34,2 % | 3.005.776 $ | +372.910 $ | +14,2 % | 2.632.866 $ | +770.250 $ | +41,4 % |
| Echo45 Advisors LLC | 4.051.399 $ | +142.992 $ | +3,7 % | 3.908.407 $ | +746.281 $ | +23,6 % | 3.162.126 $ | |||||
| Platform Technology Partners | 4.049.224 $ | +296.433 $ | +7,9 % | 3.752.791 $ | +1.117.099 $ | +42,4 % | 2.635.692 $ | +318.329 $ | +13,7 % | 2.317.363 $ | +531.534 $ | +29,8 % |
| OneAscent Financial Services LLC | 4.009.692 $ | +1.160.090 $ | +40,7 % | 2.849.602 $ | +1.069.735 $ | +60,1 % | 1.779.867 $ | -98.967 $ | -5,3 % | 1.878.834 $ | +639.834 $ | +51,6 % |
| Integrated Wealth Concepts LLC | 3.945.867 $ | +854.681 $ | +27,6 % | 3.091.186 $ | -20.058 $ | -0,6 % | 3.111.244 $ | -1.043.294 $ | -25,1 % | |||
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 2.172.660 $ | -459.262 $ | -17,4 % | 2.631.922 $ | -1.313.225 $ | -33,3 % | 3.945.147 $ | +8.753 $ | +0,2 % | 3.936.394 $ | ||
| KICKSTAND VENTURES, LLC. | 3.723.481 $ | |||||||||||
| TWO SIGMA INVESTMENTS, LP | 3.119.400 $ | -585.524 $ | -15,8 % | 3.704.924 $ | +241.961 $ | +7,0 % | ||||||
| Elevation Capital Advisory, LLC | 3.688.947 $ | |||||||||||
| PLANWISER FINANCIAL, LLC | 3.057.199 $ | -115.377 $ | -3,6 % | 3.172.576 $ | -447.881 $ | -12,4 % | 3.620.457 $ | +702.262 $ | +24,1 % | 2.918.195 $ | +64.236 $ | +2,3 % |
| BENJAMIN EDWARDS INC | 3.441.880 $ | +457.756 $ | +15,3 % | 2.984.124 $ | +519.906 $ | +21,1 % | 2.464.218 $ | -107.388 $ | -4,2 % | 2.571.606 $ | +102.622 $ | +4,2 % |
| GTS SECURITIES LLC | 2.055.029 $ | -619.426 $ | -23,2 % | 2.674.455 $ | -721.858 $ | -21,3 % | 3.396.313 $ | +282.486 $ | +9,1 % | 3.113.827 $ | -863.114 $ | -21,7 % |
| Copper Harbor Investment Advisors, LLC | 3.389.190 $ | |||||||||||
| Alliance Wealth Advisors, LLC /UT | 2.627.602 $ | +151.609 $ | +6,1 % | 2.475.993 $ | -911.093 $ | -26,9 % | 3.387.086 $ | +1.159.385 $ | +52,0 % | 2.227.701 $ | ||
| Econ Financial Services Corp | 3.375.942 $ | |||||||||||
| Coastal Bridge Advisors, LLC | 3.361.161 $ | +1.014.200 $ | +43,2 % | 2.346.961 $ | +1.699.382 $ | +262,4 % | 647.579 $ | |||||
| NOMURA ASSET MANAGEMENT CO LTD | 1.924.704 $ | -1.393.366 $ | -42,0 % | 3.318.070 $ | +3.017.748 $ | +1.004,8 % | 300.322 $ | |||||
| Embree Financial Group | 2.303.013 $ | +886.585 $ | +62,6 % | 1.416.428 $ | -1.078.120 $ | -43,2 % | 2.494.548 $ | -808.573 $ | -24,5 % | 3.303.121 $ | +8.465 $ | +0,3 % |
| CAPTRUST FINANCIAL ADVISORS | 2.407.774 $ | -814.416 $ | -25,3 % | 3.222.190 $ | +280.650 $ | +9,5 % | 2.941.540 $ | +552.580 $ | +23,1 % | 2.388.960 $ | +1.133.921 $ | +90,3 % |
| FLAGSHIP HARBOR ADVISORS, LLC | 3.221.235 $ | +77.954 $ | +2,5 % | 3.143.281 $ | -53.982 $ | -1,7 % | 3.197.263 $ | +80.476 $ | +2,6 % | 3.116.787 $ | +49.560 $ | +1,6 % |
| ASSOCIATED BANC-CORP | 3.124.847 $ | +818.904 $ | +35,5 % | 2.305.943 $ | -127.229 $ | -5,2 % | 2.433.172 $ | +266.618 $ | +12,3 % | 2.166.554 $ | ||
| SITTNER & NELSON, LLC | 3.120.672 $ | +603.549 $ | +24,0 % | 2.517.123 $ | +859.384 $ | +51,8 % | 1.657.739 $ | +250.262 $ | +17,8 % | 1.407.477 $ | +132.901 $ | +10,4 % |
| Ballentine Partners, LLC | 3.071.240 $ | +295.085 $ | +10,6 % | 2.776.155 $ | -1.083 $ | -0,0 % | 2.777.238 $ | +77.689 $ | +2,9 % | 2.699.549 $ | -2.140.008 $ | -44,2 % |
| Ausdal Financial Partners, Inc. | 3.070.607 $ | |||||||||||
| CPC Advisors, LLC | 2.797.953 $ | -202.888 $ | -6,8 % | 3.000.841 $ | +48.259 $ | +1,6 % | 2.952.582 $ | +1.236.931 $ | +72,1 % | 1.715.651 $ | +207.163 $ | +13,7 % |
| CERTIOR FINANCIAL GROUP, LLC | 2.948.993 $ | +775.378 $ | +35,7 % | 2.173.615 $ | -262.642 $ | -10,8 % | 2.436.257 $ | +1.222.548 $ | +100,7 % | 1.213.709 $ | ||
| STIFEL FINANCIAL CORP | 2.653.446 $ | +264.902 $ | +11,1 % | 2.388.544 $ | -558.941 $ | -19,0 % | 2.947.485 $ | +113.764 $ | +4,0 % | 2.833.721 $ | +782.153 $ | +38,1 % |
| FLOW TRADERS U.S. LLC | 1.085.000 $ | -1.784.000 $ | -62,2 % | 2.869.000 $ | +1.360.000 $ | +90,1 % | ||||||
| MONECO ADVISORS, LLC | 2.841.451 $ | -25.753 $ | -0,9 % | 2.867.204 $ | +689.928 $ | +31,7 % | 2.177.276 $ | +161.309 $ | +8,0 % | 2.015.967 $ | +251.389 $ | +14,2 % |
| FSA WEALTH PARTNERS, INC. | 2.821.073 $ | +593.453 $ | +26,6 % | 2.227.620 $ | +1.199.077 $ | +116,6 % | 1.028.543 $ | |||||
| COURIER CAPITAL LLC | 2.781.784 $ | +568.228 $ | +25,7 % | 2.213.556 $ | +566.997 $ | +34,4 % | 1.646.559 $ | |||||
| Merit Financial Group, LLC | 827.041 $ | -1.948.919 $ | -70,2 % | 2.775.960 $ | +586.656 $ | +26,8 % | 2.189.304 $ | |||||
| PCG Wealth Advisors, LLC | 2.445.874 $ | -220.584 $ | -8,3 % | 2.666.458 $ | ||||||||
| Provident Wealth Management, LLC | 2.130.649 $ | +256.264 $ | +13,7 % | 1.874.385 $ | -368.802 $ | -16,4 % | 2.243.187 $ | -252.480 $ | -10,1 % | 2.495.667 $ | +120.960 $ | +5,1 % |
| Bedel Financial Consulting, Inc. | 2.418.614 $ | |||||||||||
| HARBOR INVESTMENT ADVISORY, LLC | 2.185.449 $ | -231.191 $ | -9,6 % | 2.416.640 $ | +606.716 $ | +33,5 % | 1.809.924 $ | -123.502 $ | -6,4 % | 1.933.426 $ | +432.741 $ | +28,8 % |
| MainStreet Investment Advisors LLC | 2.339.601 $ | |||||||||||
| Colonial River Investments, LLC | 2.268.979 $ | |||||||||||
| Ascension Capital Advisors, Inc. | 2.268.412 $ | +700.741 $ | +44,7 % | 1.567.671 $ | +55.110 $ | +3,6 % | 1.512.561 $ | +341.293 $ | +29,1 % | 1.171.268 $ | +12.381 $ | +1,1 % |
| MORGAN STANLEY | 1.751.011 $ | -499.377 $ | -22,2 % | 2.250.388 $ | +161.856 $ | +7,7 % | 2.088.532 $ | +1.840.524 $ | +742,1 % | 248.008 $ | +198.617 $ | +402,1 % |
| SILVER OAK SECURITIES, INCORPORATED | 2.212.995 $ | |||||||||||
| Waterloo Capital, L.P. | 2.091.958 $ | -76.965 $ | -3,5 % | 2.168.923 $ | +198.034 $ | +10,0 % | ||||||
| HRT FINANCIAL LP | 288.000 $ | -1.800.000 $ | -86,2 % | 2.088.000 $ | +1.407.000 $ | +206,6 % | 681.000 $ | |||||
| INCOME RESEARCH & MANAGEMENT | 2.044.750 $ | +1.500 $ | +0,1 % | 2.043.250 $ | -17.750 $ | -0,9 % | 2.061.000 $ | -22.000 $ | -1,1 % | 2.083.000 $ | +23.835 $ | +1,2 % |
| Rose Capital Advisors LLC | 2.060.075 $ | |||||||||||
| WINCAP FINANCIAL LLC | 2.054.808 $ | +81.327 $ | +4,1 % | 1.973.481 $ | +209.758 $ | +11,9 % | ||||||
| GREENWOOD CAPITAL ASSOCIATES LLC | 2.042.518 $ | +665.276 $ | +48,3 % | 1.377.242 $ | +379.722 $ | +38,1 % | 997.520 $ | +667.690 $ | +202,4 % | 329.830 $ | +126.988 $ | +62,6 % |
| Baird Financial Group, Inc. | 1.722.581 $ | -312.605 $ | -15,4 % | 2.035.186 $ | +1.521.288 $ | +296,0 % | 513.898 $ | +5.561 $ | +1,1 % | 508.337 $ | ||
| Kathmere Capital Management, LLC | 1.902.259 $ | -125.516 $ | -6,2 % | 2.027.775 $ | +704.795 $ | +53,3 % | 1.322.980 $ | |||||
| Independent Advisor Alliance | 2.012.114 $ | |||||||||||
| SHP Wealth Management | 1.994.039 $ | +241.938 $ | +13,8 % | 1.752.101 $ | +985.755 $ | +128,6 % | 766.346 $ | |||||
| Accurate Wealth Management, LLC | 206.905 $ | -871.009 $ | -80,8 % | 1.077.914 $ | -774.540 $ | -41,8 % | 1.852.454 $ | -136.806 $ | -6,9 % | 1.989.260 $ | -31.797 $ | -1,6 % |
| VICUS CAPITAL | 1.939.260 $ | +879.211 $ | +82,9 % | 1.060.049 $ | +255.978 $ | +31,8 % | 804.071 $ | +85.947 $ | +12,0 % | 718.124 $ | +103.970 $ | +16,9 % |
| EXCHANGE TRADED CONCEPTS, LLC | 1.913.995 $ | +29.021 $ | +1,5 % | 1.884.974 $ | +302.649 $ | +19,1 % | 1.582.325 $ | -62.477 $ | -3,8 % | 1.644.802 $ | +96.266 $ | +6,2 % |
| BlackRock, Inc. | 1.875.043 $ | +263.794 $ | +16,4 % | 1.611.249 $ | -153.853 $ | -8,7 % | 1.765.102 $ | +13.193 $ | +0,8 % | 1.751.909 $ | +67.706 $ | +4,0 % |
| Opus Financial Solutions LLC | 1.863.207 $ | +126.461 $ | +7,3 % | 1.736.746 $ | +1.064.447 $ | +158,3 % | 672.299 $ | |||||
| PROSPERITY BANCSHARES INC | 1.838.646 $ | +542.085 $ | +41,8 % | 1.296.561 $ | +141.095 $ | +12,2 % | 1.155.466 $ | |||||
| Carr Financial Group Corp | 240.901 $ | -1.042.000 $ | -81,2 % | 1.282.901 $ | -540.800 $ | -29,7 % | 1.823.701 $ | +1.491.880 $ | +449,6 % | |||
| Petros Family Wealth, LLC | 1.816.278 $ | +328.326 $ | +22,1 % | 1.487.952 $ | +234.963 $ | +18,8 % | 1.252.989 $ | +7.272 $ | +0,6 % | 1.245.717 $ | +94.154 $ | +8,2 % |
| MassMutual Private Wealth & Trust, FSB | 1.808.078 $ | +1.421.500 $ | +367,7 % | 386.578 $ | ||||||||
| Smart Portfolios, LLC | 1.792.116 $ | +214.532 $ | +13,6 % | 1.577.584 $ | +1.186.433 $ | +303,3 % | 391.151 $ | |||||
| Western Wealth Management, LLC | 1.788.937 $ | +259.599 $ | +17,0 % | 1.529.338 $ | -158.787 $ | -9,4 % | 1.688.125 $ | -9.287 $ | -0,5 % | 1.697.412 $ | +123.341 $ | +7,8 % |
| AE Wealth Management LLC | 1.787.540 $ | |||||||||||
| BANQUE PICTET & CIE SA | 1.439.696 $ | +23.826 $ | +1,7 % | 1.415.870 $ | -269.722 $ | -16,0 % | 1.685.592 $ | -82.450 $ | -4,7 % | 1.768.042 $ | +438.991 $ | +33,0 % |
| Visionary Wealth Advisors | 1.072.117 $ | +571.731 $ | +114,3 % | 500.386 $ | -1.262.114 $ | -71,6 % | 1.762.500 $ | +1.558.680 $ | +764,7 % | 203.820 $ | ||
| GENESIS PRIVATE WEALTH, LLC | 1.369.855 $ | -388.102 $ | -22,1 % | 1.757.957 $ | +353.071 $ | +25,1 % | 1.404.886 $ | |||||
| Walsh & Associates, LLC | 1.753.870 $ | +999.863 $ | +132,6 % | 754.007 $ | +38.389 $ | +5,4 % | 715.618 $ | |||||
| Summit Asset Management, LLC | 1.738.612 $ | +84.785 $ | +5,1 % | 1.653.827 $ | -52.182 $ | -3,1 % | 1.706.009 $ | +225.912 $ | +15,3 % | 1.480.097 $ | +188.558 $ | +14,6 % |
| Arete Wealth Advisors, LLC | 1.675.598 $ | +807.598 $ | +93,0 % | 868.000 $ | ||||||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1.674.681 $ | +916.847 $ | +121,0 % | 757.834 $ | +164.891 $ | +27,8 % | 592.943 $ | |||||
| Richmond Investment Services, LLC | 751.198 $ | -897.178 $ | -54,4 % | 1.648.376 $ | ||||||||
| Marshall & Sterling Wealth Advisors Inc. | 1.634.973 $ | +340.868 $ | +26,3 % | 1.294.105 $ | ||||||||
| Meridian Wealth Management, LLC | 1.581.479 $ | +646.750 $ | +69,2 % | 934.729 $ | +248.287 $ | +36,2 % | 686.442 $ | |||||
| Synergy Asset Management, LLC | 1.544.732 $ | |||||||||||
| Lansing Street Advisors | 1.534.574 $ | |||||||||||
| Strategic Blueprint, LLC | 1.181.811 $ | +181.912 $ | +18,2 % | 999.899 $ | -515.734 $ | -34,0 % | 1.515.633 $ | +154.978 $ | +11,4 % | 1.360.655 $ | +318.785 $ | +30,6 % |
| Per Stirling Capital Management, LLC. | 1.488.201 $ | |||||||||||
| Vise Technologies, Inc. | 1.487.388 $ | +0 $ | +0,0 % | 1.487.388 $ | ||||||||
| SK Wealth Management, LLC | 1.475.967 $ | +21.512 $ | +1,5 % | 1.454.455 $ | +144.337 $ | +11,0 % | 1.310.118 $ | +241.473 $ | +22,6 % | 1.068.645 $ | +16.599 $ | +1,6 % |
| Avestar Capital, LLC | 1.422.707 $ | |||||||||||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1.396.210 $ | |||||||||||
| Advisory Services Network, LLC | 1.362.738 $ | +276.830 $ | +25,5 % | 1.085.908 $ | ||||||||
| MONETA GROUP INVESTMENT ADVISORS LLC | 1.270.778 $ | +185.587 $ | +17,1 % | 1.085.191 $ | -132.142 $ | -10,9 % | 1.217.333 $ | -2.176 $ | -0,2 % | 1.219.509 $ | +79.644 $ | +7,0 % |
| Signal Advisors Wealth, LLC | 1.249.473 $ | |||||||||||
| Ackerman Capital Advisors, LLC | 1.154.206 $ | -93.667 $ | -7,5 % | 1.247.873 $ | +322.112 $ | +34,8 % | 925.761 $ | -47.286 $ | -4,9 % | 973.047 $ | +82.794 $ | +9,3 % |
| Cyndeo Wealth Partners, LLC | 1.196.397 $ | -25.118 $ | -2,1 % | 1.221.515 $ | +308.114 $ | +33,7 % | 913.401 $ | |||||
| Wallace Advisory Group, LLC | 1.177.561 $ | +187.753 $ | +19,0 % | 989.808 $ | -74.175 $ | -7,0 % | 1.063.983 $ | +710.737 $ | +201,2 % | |||
| UBS Group AG | 63.118 $ | -26.983 $ | -29,9 % | 90.101 $ | +5.597 $ | +6,6 % | 84.504 $ | -1.058.025 $ | -92,6 % | 1.142.529 $ | +1.071.588 $ | +1.510,5 % |
| Outlook Wealth Advisors, LLC | 1.100.927 $ | +184.954 $ | +20,2 % | 915.973 $ | +443.872 $ | +94,0 % | 472.101 $ | |||||
| Matrix Trust Co | 1.082.000 $ | +449.000 $ | +70,9 % | 633.000 $ | -443.000 $ | -41,2 % | 1.076.000 $ | +560.000 $ | +108,5 % | 516.000 $ | +372.000 $ | +258,3 % |
| HM PAYSON & CO | 1.014.921 $ | -57.768 $ | -5,4 % | 1.072.689 $ | +79.889 $ | +8,0 % | 992.800 $ | |||||
| LAKE STREET PRIVATE WEALTH, LLC | 1.057.348 $ | +50.957 $ | +5,1 % | 1.006.391 $ | +238.019 $ | +31,0 % | 768.372 $ | +222.857 $ | +40,9 % | 545.515 $ | +46.866 $ | +9,4 % |
| Global Retirement Partners, LLC | 1.042.514 $ | +306.824 $ | +41,7 % | 735.690 $ | -4.482 $ | -0,6 % | 740.172 $ | +539.449 $ | +268,8 % | |||
| Waverly Advisors, LLC | 1.033.462 $ | +462.536 $ | +81,0 % | 570.926 $ | +369.017 $ | +182,8 % | 201.909 $ | |||||
| Advisors Preferred, LLC | 1.025.030 $ | |||||||||||
| Independent Wealth Network Inc. | 818.064 $ | +71.800 $ | +9,6 % | 746.264 $ | -270.473 $ | -26,6 % | 1.016.737 $ | +84.965 $ | +9,1 % | 931.772 $ | +253.404 $ | +37,4 % |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.016.236 $ | |||||||||||
| Bluesphere Advisors LLC | 908.413 $ | +562.867 $ | +162,9 % | 345.546 $ | -262.763 $ | -43,2 % | 608.309 $ | -76.152 $ | -11,1 % | 684.461 $ | +156.570 $ | +29,7 % |
| STAR Financial Bank | 880.640 $ | +33.664 $ | +4,0 % | 846.976 $ | +387.558 $ | +84,4 % | 459.418 $ | +14.110 $ | +3,2 % | 445.308 $ | ||
| Hershey Financial Advisers, LLC | 859.566 $ | |||||||||||
| 4J Wealth Management LLC | 840.265 $ | +474.691 $ | +129,8 % | 365.574 $ | +113.306 $ | +44,9 % | 252.268 $ | +15.476 $ | +6,5 % | 236.792 $ | -636.336 $ | -72,9 % |
| OneAscent Family Office, LLC | 723.994 $ | -97.151 $ | -11,8 % | 821.145 $ | +113.874 $ | +16,1 % | 707.271 $ | +245.167 $ | +53,1 % | 462.104 $ | +157.104 $ | +51,5 % |
| Bill Few Associates, Inc. | 817.404 $ | +132.990 $ | +19,4 % | 684.414 $ | +2.881 $ | +0,4 % | 681.533 $ | +26.016 $ | +4,0 % | 655.517 $ | +68.761 $ | +11,7 % |
| SHEETS SMITH WEALTH MANAGEMENT | 764.776 $ | -43.531 $ | -5,4 % | 808.307 $ | +150.180 $ | +22,8 % | 658.127 $ | +391.613 $ | +146,9 % | 266.514 $ | +15.598 $ | +6,2 % |
| COMERICA BANK | 780.912 $ | +304.463 $ | +63,9 % | 476.449 $ | +474.992 $ | +32.600,7 % | ||||||
| GPS Wealth Strategies Group, LLC | 26.439 $ | -732.961 $ | -96,5 % | 759.400 $ | +57.020 $ | +8,1 % | ||||||
| CreativeOne Wealth, LLC | 754.185 $ | +154.669 $ | +25,8 % | 599.516 $ | +142.431 $ | +31,2 % | 457.085 $ | -81.903 $ | -15,2 % | 538.988 $ | +83.113 $ | +18,2 % |
| MGO ONE SEVEN LLC | 753.393 $ | +491.576 $ | +187,8 % | 261.817 $ | ||||||||
| Darden Wealth Group Inc | 734.161 $ | |||||||||||
| PRIVATE TRUST CO NA | 722.915 $ | +206.813 $ | +40,1 % | 516.102 $ | +3.613 $ | +0,7 % | 512.489 $ | +1.987 $ | +0,4 % | 510.502 $ | +164.292 $ | +47,5 % |
| FMR LLC | 719.281 $ | +119.295 $ | +19,9 % | 599.986 $ | -25.947 $ | -4,1 % | 625.933 $ | +33.885 $ | +5,7 % | 592.048 $ | ||
| Financial Network Wealth Advisors LLC | 711.935 $ | +206.007 $ | +40,7 % | 505.928 $ | -7.772 $ | -1,5 % | 513.700 $ | +280.494 $ | +120,3 % | 233.206 $ | +230.923 $ | +10.114,9 % |
| OneAscent Wealth Management LLC | 506.849 $ | -199.590 $ | -28,3 % | 706.439 $ | +91.722 $ | +14,9 % | 614.717 $ | +548 $ | +0,1 % | 614.169 $ | +137.169 $ | +28,8 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 220.000 $ | -54.000 $ | -19,7 % | 274.000 $ | -431.000 $ | -61,1 % | 705.000 $ | +428.000 $ | +154,5 % | 277.000 $ | ||
| Worth Asset Management, LLC | 499.015 $ | -200.880 $ | -28,7 % | 699.895 $ | +353.036 $ | +101,8 % | 346.859 $ | |||||
| JT Stratford LLC | 696.516 $ | |||||||||||
| Englebert Financial Advisers, LLC | 268.197 $ | +1.356 $ | +0,5 % | 266.841 $ | -428.020 $ | -61,6 % | 694.861 $ | |||||
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 685.267 $ | +166.188 $ | +32,0 % | 519.079 $ | ||||||||
| HARBOUR INVESTMENTS, INC. | 679.902 $ | +166.706 $ | +32,5 % | 513.196 $ | -26.537 $ | -4,9 % | 539.733 $ | -24.535 $ | -4,3 % | 564.268 $ | +29.935 $ | +5,6 % |
| Sagard Holdings Management Inc. | 677.044 $ | -2.904.808 $ | -81,1 % | |||||||||
| Stillwater Private Wealth, LLC | 320.000 $ | -356.000 $ | -52,7 % | 676.000 $ | ||||||||
| Farther Finance Advisors, LLC | 662.457 $ | -6.437 $ | -1,0 % | 668.894 $ | +558.187 $ | +504,2 % | 110.707 $ | +213 $ | +0,2 % | 110.494 $ | +104.388 $ | +1.709,6 % |
| Qube Research & Technologies Ltd | 650.001 $ | |||||||||||
| Balboa Wealth Partners | 647.798 $ | |||||||||||
| WHITTIER TRUST CO | 635.660 $ | +113.996 $ | +21,9 % | 521.664 $ | ||||||||
| TRUST CO OF TOLEDO NA /OH/ | 626.350 $ | |||||||||||
| Kingdom Financial Group LLC. | 9.806 $ | -340.289 $ | -97,2 % | 350.095 $ | -274.668 $ | -44,0 % | 624.763 $ | |||||
| Legacy Trust | 612.774 $ | |||||||||||
| NWAM LLC | 611.211 $ | |||||||||||
| NORDEN GROUP LLC | 558.222 $ | +88.700 $ | +18,9 % | 469.522 $ | -139.363 $ | -22,9 % | 608.885 $ | +279.652 $ | +84,9 % | 329.233 $ | ||
| Prosperity Consulting Group, LLC | 504.384 $ | +33.218 $ | +7,1 % | 471.166 $ | -136.899 $ | -22,5 % | 608.065 $ | +242.685 $ | +66,4 % | 365.380 $ | ||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 605.898 $ | +33.189 $ | +5,8 % | 572.709 $ | -1.290 $ | -0,2 % | 573.999 $ | +354.392 $ | +161,4 % | 219.607 $ | -2.617 $ | -1,2 % |
| SpringVest Wealth Management LLC | 604.559 $ | +318.018 $ | +111,0 % | 286.541 $ | +51.641 $ | +22,0 % | 234.900 $ | +32.235 $ | +15,9 % | 202.665 $ | -233.861 $ | -53,6 % |
| Foster Victor Wealth Advisors, LLC | 600.633 $ | |||||||||||
| Presidio Capital Management, LLC | 553.147 $ | -45.749 $ | -7,6 % | 598.896 $ | +122.079 $ | +25,6 % | 476.817 $ | +96.267 $ | +25,3 % | 380.550 $ | ||
| Phoenix Wealth Advisors | 590.305 $ | +86.210 $ | +17,1 % | 504.095 $ | -75.318 $ | -13,0 % | 579.413 $ | -1.035 $ | -0,2 % | 580.448 $ | +37.907 $ | +7,0 % |
| AVAII WEALTH MANAGEMENT, LLC | 581.018 $ | +79.862 $ | +15,9 % | 501.156 $ | -62.020 $ | -11,0 % | 563.176 $ | -26.683 $ | -4,5 % | 589.859 $ | +42.134 $ | +7,7 % |
| SMITH, MOORE & CO. | 582.901 $ | +124.751 $ | +27,2 % | 458.150 $ | ||||||||
| CGN Advisors LLC | 538.096 $ | -44.179 $ | -7,6 % | 582.275 $ | +137.476 $ | +30,9 % | 444.799 $ | +12.004 $ | +2,8 % | 432.795 $ | +49.839 $ | +13,0 % |
| Beacon Pointe Advisors, LLC | 571.259 $ | |||||||||||
| NewEdge Advisors, LLC | 570.563 $ | +544.411 $ | +2.081,7 % | 26.152 $ | -5.148 $ | -16,4 % | 31.300 $ | +3.984 $ | +14,6 % | 27.316 $ | +6.766 $ | +32,9 % |
| United Advisor Group, LLC | 557.000 $ | +1.662 $ | +0,3 % | 555.338 $ | +17.516 $ | +3,3 % | 537.822 $ | +22.746 $ | +4,4 % | |||
| Belpointe Asset Management LLC | 548.101 $ | +126.024 $ | +29,9 % | 422.077 $ | ||||||||
| LEVEL FOUR ADVISORY SERVICES, LLC | 535.367 $ | +32.013 $ | +6,4 % | 503.354 $ | +105.365 $ | +26,5 % | 397.989 $ | -18.036 $ | -4,3 % | 416.025 $ | +61.950 $ | +17,5 % |
| Clarity Retirement & Wealth, LLC | 533.084 $ | |||||||||||
| Almanack Investment Partners, LLC. | 527.294 $ | |||||||||||
| Belvedere Trading LLC | 520.135 $ | +269.948 $ | +107,9 % | |||||||||
| TRUSTMARK BANK TRUST DEPARTMENT | 383.386 $ | -130.357 $ | -25,4 % | 513.743 $ | +312.503 $ | +155,3 % | 201.240 $ | |||||
| Advisory Alpha, LLC | 475.249 $ | -27.082 $ | -5,4 % | 502.331 $ | +100.222 $ | +24,9 % | 402.109 $ | -22.910 $ | -5,4 % | 425.019 $ | +29.869 $ | +7,6 % |
| CRA Financial Services, LLC | 445.273 $ | +23.182 $ | +5,5 % | 422.091 $ | -55.768 $ | -11,7 % | 477.859 $ | +10.742 $ | +2,3 % | 467.117 $ | +4.739 $ | +1,0 % |
| Capital Analysts, LLC | 476.000 $ | +378.000 $ | +385,7 % | 98.000 $ | +17.000 $ | +21,0 % | 81.000 $ | -3.000 $ | -3,6 % | 84.000 $ | ||
| Rossby Financial, LCC | 8.002 $ | -467.029 $ | -98,3 % | 475.031 $ | +468.339 $ | +6.998,5 % | 6.692 $ | |||||
| Vavra Capital Management, LLC | 444.648 $ | -18.362 $ | -4,0 % | 463.010 $ | ||||||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 445.806 $ | |||||||||||
| Eldridge Investment Advisors, Inc. | 353.501 $ | -14.454 $ | -3,9 % | 367.955 $ | -16.523 $ | -4,3 % | 384.478 $ | -60.994 $ | -13,7 % | 445.472 $ | +111.355 $ | +33,3 % |
| STUDIO INVESTMENT MANAGEMENT LLC | 434.584 $ | +13.825 $ | +3,3 % | 420.759 $ | -19.167 $ | -4,4 % | 439.926 $ | +8.529 $ | +2,0 % | 431.397 $ | -5.985 $ | -1,4 % |
| CIBC Bancorp USA Inc. | 376.667 $ | -57.442 $ | -13,2 % | 434.109 $ | ||||||||
| Carolina Wealth Management Inc | 430.163 $ | |||||||||||
| PFG Investments, LLC | 426.515 $ | +15.943 $ | +3,9 % | 410.572 $ | +161.851 $ | +65,1 % | 248.721 $ | -20.347 $ | -7,6 % | 269.068 $ | ||
| Entelevest, LLC | 420.060 $ | +38.885 $ | +10,2 % | 381.175 $ | ||||||||
| Callan Family Office, LLC | 413.830 $ | |||||||||||
| NewEdge Wealth, LLC | 388.227 $ | -22.097 $ | -5,4 % | 410.324 $ | +81.906 $ | +24,9 % | 328.418 $ | -20.378 $ | -5,8 % | 348.796 $ | +25.935 $ | +8,0 % |
| Ameritas Advisory Services, LLC | 409.079 $ | |||||||||||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 370.625 $ | -36.011 $ | -8,9 % | 406.636 $ | ||||||||
| Aventura Private Wealth, LLC | 357.713 $ | -39.494 $ | -9,9 % | 397.207 $ | +35.009 $ | +9,7 % | 362.198 $ | |||||
| WELCH & FORBES LLC | 386.580 $ | |||||||||||
| Prospera Financial Services Inc | 376.390 $ | |||||||||||
| CIBC Private Wealth Group LLC | 347.455 $ | -24.839 $ | -6,7 % | 372.294 $ | +149.992 $ | +67,5 % | ||||||
| Diversify Advisory Services, LLC | 369.297 $ | |||||||||||
| Gibbs Wealth Management | 362.631 $ | +24.576 $ | +7,3 % | 338.055 $ | ||||||||
| SHEPHERD KAPLAN KROCHUK, LLC | 359.688 $ | +18.726 $ | +5,5 % | 340.962 $ | -15.311 $ | -4,3 % | 356.273 $ | +12.294 $ | +3,6 % | 343.979 $ | +2.787 $ | +0,8 % |
| one8zero8, LLC | 351.210 $ | +18.285 $ | +5,5 % | 332.925 $ | -14.950 $ | -4,3 % | 347.875 $ | |||||
| Lloyd Advisory Services, LLC. | 4.489 $ | -345.606 $ | -98,7 % | 350.095 $ | ||||||||
| PFG Advisors | 349.469 $ | |||||||||||
| FOCUSED ALPHA, LLC | 330.120 $ | -18.604 $ | -5,3 % | 348.724 $ | +79.293 $ | +29,4 % | 269.431 $ | |||||
| LongView Wealth Management | 346.120 $ | +4.093 $ | +1,2 % | 342.027 $ | +1.752 $ | +0,5 % | 340.275 $ | +6.535 $ | +2,0 % | 333.740 $ | +7.865 $ | +2,4 % |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 344.799 $ | |||||||||||
| Legacy Wealth Managment, LLC/ID | 339.964 $ | |||||||||||
| NavPoint Financial, Inc. | 339.376 $ | +49.563 $ | +17,1 % | 289.813 $ | -30.220 $ | -9,4 % | 320.033 $ | +109.983 $ | +52,4 % | 210.050 $ | ||
| Harvest Investment Services, LLC | 255.111 $ | -6.644 $ | -2,5 % | 261.755 $ | -73.712 $ | -22,0 % | 335.467 $ | -3.210 $ | -0,9 % | 338.677 $ | -185.610 $ | -35,4 % |
| MERCER GLOBAL ADVISORS INC /ADV | 319.777 $ | -9.952 $ | -3,0 % | 329.729 $ | +106.324 $ | +47,6 % | 223.405 $ | |||||
| Sankala Group LLC | 327.956 $ | +169.531 $ | +107,0 % | 158.425 $ | +2.701 $ | +1,7 % | 155.724 $ | |||||
| WBI INVESTMENTS, LLC | 318.706 $ | |||||||||||
| Apollon Wealth Management, LLC | 318.574 $ | |||||||||||
| Arax Advisory Partners | 317.687 $ | |||||||||||
| Trajan Wealth LLC | 272.715 $ | -35.959 $ | -11,6 % | 308.674 $ | +52.184 $ | +20,3 % | 256.490 $ | -32.625 $ | -11,3 % | 289.115 $ | -73.462 $ | -20,3 % |
| Legacy Capital Wealth Partners, LLC | 305.445 $ | +54.590 $ | +21,8 % | 250.855 $ | ||||||||
| EP Wealth Advisors, LLC | 239.870 $ | +13.584 $ | +6,0 % | 226.286 $ | -70.815 $ | -23,8 % | 297.101 $ | +16.765 $ | +6,0 % | |||
| Investmark Advisory Group LLC | 295.079 $ | +30.838 $ | +11,7 % | 264.241 $ | -32.176 $ | -10,9 % | 296.417 $ | -530 $ | -0,2 % | 296.947 $ | +19.393 $ | +7,0 % |
| AQR CAPITAL MANAGEMENT LLC | 293.756 $ | +42.901 $ | +17,1 % | 250.855 $ | -2.099.920 $ | -89,3 % | ||||||
| Independence Asset Advisors, LLC | 283.832 $ | +4.961 $ | +1,8 % | 278.871 $ | +32.701 $ | +13,3 % | 246.170 $ | -2.436 $ | -1,0 % | 248.606 $ | +1.584 $ | +0,6 % |
| OMNI 360 Wealth, Inc. | 281.957 $ | |||||||||||
| Focus Partners Advisor Solutions, LLC | 281.957 $ | |||||||||||
| WealthCare Investment Partners, LLC | 280.787 $ | +37.329 $ | +15,3 % | 243.458 $ | -24.735 $ | -9,2 % | 268.193 $ | -2.767 $ | -1,0 % | 270.960 $ | +17.181 $ | +6,8 % |
| Amplius Wealth Advisors, LLC | 274.397 $ | -27.224.704 $ | -99,0 % | |||||||||
| JONES FINANCIAL COMPANIES LLLP | 270.270 $ | +174.586 $ | +182,5 % | 95.684 $ | +32.774 $ | +52,1 % | 62.910 $ | +24.699 $ | +64,6 % | 38.211 $ | +22.299 $ | +140,1 % |
| Eagle Strategies LLC | 269.534 $ | +19.513 $ | +7,8 % | 250.021 $ | ||||||||
| REGIMEN WEALTH, LLC | 268.402 $ | +54.464 $ | +25,5 % | 213.938 $ | -21.728 $ | -9,2 % | 235.666 $ | |||||
| FIDELITY D & D BANCORP INC | 265.442 $ | +38.766 $ | +17,1 % | 226.676 $ | -27.602 $ | -10,9 % | 254.278 $ | -455 $ | -0,2 % | 254.733 $ | +16.636 $ | +7,0 % |
| RWA WEALTH PARTNERS, LLC | 264.060 $ | |||||||||||
| Savvy Advisors, Inc. | 231.171 $ | -28.056 $ | -10,8 % | 259.227 $ | ||||||||
| Family Office Research LLC | 255.541 $ | +1.425 $ | +0,6 % | 254.116 $ | ||||||||
| FIDUCIENT ADVISORS LLC | 253.410 $ | |||||||||||
| EASTERN BANK | 246.397 $ | +15.124 $ | +6,5 % | 231.273 $ | +87.863 $ | +61,3 % | 143.410 $ | +23.775 $ | +19,9 % | 119.635 $ | +36.272 $ | +43,5 % |
| MARQUETTE ASSOCIATES, INC. | 236.771 $ | +34.578 $ | +17,1 % | 202.193 $ | -24.620 $ | -10,9 % | 226.813 $ | -406 $ | -0,2 % | 227.219 $ | +14.839 $ | +7,0 % |
| Keystone Financial Group | 208.791 $ | -26.982 $ | -11,4 % | 235.773 $ | -420 $ | -0,2 % | 236.193 $ | +15.425 $ | +7,0 % | |||
| Crewe Advisors LLC | 230.906 $ | |||||||||||
| Laird Norton Wetherby Wealth Management, LLC | 230.647 $ | +15.063 $ | +7,0 % | |||||||||
| VERUS CAPITAL PARTNERS, LLC | 229.409 $ | |||||||||||
| Markowski Investments | 227.030 $ | |||||||||||
| BAR HARBOR WEALTH MANAGEMENT | 222.151 $ | +3.677 $ | +1,7 % | 218.474 $ | -4.262 $ | -1,9 % | 222.736 $ | -3.364 $ | -1,5 % | 226.100 $ | +1.365 $ | +0,6 % |
| PRESILIUM PRIVATE WEALTH, LLC | 224.774 $ | |||||||||||
| Ballew Advisors, Inc | 224.599 $ | |||||||||||
| Frisch Financial Group, Inc. | 223.718 $ | +9.409 $ | +4,4 % | 214.309 $ | -383 $ | -0,2 % | 214.692 $ | +13.692 $ | +6,8 % | |||
| INDEPENDENT FINANCIAL GROUP, LLC | 203.284 $ | -5.243 $ | -2,5 % | 208.527 $ | -14.339 $ | -6,4 % | 222.866 $ | +17.870 $ | +8,7 % | 204.996 $ | ||
| Parkside Financial Bank & Trust | 210.393 $ | +59.570 $ | +39,5 % | 150.823 $ | ||||||||
| MOR Wealth Management, LLC | 208.891 $ | |||||||||||
| IFG Advisory, LLC | 194.623 $ | -6.545 $ | -3,3 % | 201.168 $ | -19.676 $ | -8,9 % | ||||||
| US BANCORP \DE\ | 189.052 $ | +96.921 $ | +105,2 % | 92.131 $ | +81.682 $ | +781,7 % | 10.449 $ | -413 $ | -3,8 % | 10.862 $ | +636 $ | +6,2 % |
| Ensign Peak Advisors, Inc | 181.908 $ | |||||||||||
| WHITTIER TRUST CO OF NEVADA INC | 150.896 $ | |||||||||||
| Synergy Investment Management, LLC | 139.028 $ | -7.912 $ | -5,4 % | 146.940 $ | ||||||||
| HARBOR CAPITAL ADVISORS, INC. | 108.000 $ | |||||||||||
| Atlantic Union Bankshares Corp | 16.871 $ | -75.384 $ | -81,7 % | 92.255 $ | +18.415 $ | +24,9 % | 73.840 $ | -2.915 $ | -3,8 % | 76.755 $ | +4.492 $ | +6,2 % |
| McIlrath & Eck, LLC | 86.806 $ | +2.996 $ | +3,6 % | 83.810 $ | +850 $ | +1,0 % | ||||||
| MAI Capital Management | 77.577 $ | +66.540 $ | +602,9 % | 11.037 $ | -4.830 $ | -30,4 % | 15.867 $ | +11.009 $ | +226,6 % | |||
| Continuum Advisory, LLC | 72.382 $ | |||||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 68.895 $ | +4.753 $ | +7,4 % | 64.142 $ | -3.694 $ | -5,4 % | 67.836 $ | +7.586 $ | +12,6 % | 60.250 $ | +1.268 $ | +2,1 % |
| Regatta Research & Money Management | 67.249 $ | |||||||||||
| TOTH FINANCIAL ADVISORY CORP | 62.930 $ | +1.970 $ | +3,2 % | 60.960 $ | -584 $ | -0,9 % | 61.544 $ | +864 $ | +1,4 % | 60.680 $ | +1.430 $ | +2,4 % |
| Fourth Dimension Wealth, LLC | 59.745 $ | |||||||||||
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 59.511 $ | +3.784 $ | +6,8 % | 55.727 $ | +9.492 $ | +20,5 % | 46.235 $ | -998 $ | -2,1 % | 47.233 $ | +88 $ | +0,2 % |
| Westside Investment Management, Inc. | 55.746 $ | +15.433 $ | +38,3 % | 40.313 $ | ||||||||
| CWM, LLC | 54.133 $ | +22.133 $ | +69,2 % | 32.000 $ | +1.000 $ | +3,2 % | 31.000 $ | +1.000 $ | +3,3 % | |||
| Litman Gregory Wealth Management LLC | 49.392 $ | |||||||||||
| Strategic Wealth Partners, Ltd. | 43.417 $ | -847 $ | -1,9 % | 44.264 $ | -669 $ | -1,5 % | 44.933 $ | +272 $ | +0,6 % | |||
| SIMPLEX TRADING, LLC | 44.010 $ | +34.707 $ | +373,1 % | 9.303 $ | ||||||||
| Signature Equity Partners, LLC | 43.198 $ | |||||||||||
| 1620 INVESTMENT ADVISORS, INC. | 40.867 $ | +3.992 $ | +10,8 % | 36.875 $ | +8.919 $ | +31,9 % | 27.956 $ | |||||
| Allworth Financial LP | 40.236 $ | +39.061 $ | +3.324,3 % | 1.175 $ | -30.402 $ | -96,3 % | ||||||
| Sound Income Strategies, LLC | 39.758 $ | |||||||||||
| MATHER GROUP, LLC. | 35.560 $ | -2.024 $ | -5,4 % | 37.584 $ | -755 $ | -2,0 % | 38.339 $ | |||||
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 36.000 $ | |||||||||||
| Ankerstar Wealth, LLC | 1.042 $ | -32.707 $ | -96,9 % | 33.749 $ | ||||||||
| AdvisorNet Financial, Inc | 15.748 $ | +2.300 $ | +17,1 % | 13.448 $ | -19.523 $ | -59,2 % | 32.971 $ | -59 $ | -0,2 % | 33.030 $ | +2.157 $ | +7,0 % |
| Manchester Capital Management LLC | 31.367 $ | +4.581 $ | +17,1 % | 26.786 $ | -3.261 $ | -10,9 % | 30.047 $ | +28.734 $ | +2.188,4 % | |||
| Wall Street Financial Group, Inc. | 31.083 $ | |||||||||||
| BankPlus Trust Department | 30.717 $ | +4.486 $ | +17,1 % | 26.231 $ | -3.194 $ | -10,9 % | 29.425 $ | -52 $ | -0,2 % | 29.477 $ | +1.925 $ | +7,0 % |
| Geneos Wealth Management Inc. | 10.017 $ | -18.412 $ | -64,8 % | 28.429 $ | -1.277 $ | -4,3 % | 29.706 $ | |||||
| Pinnacle Wealth Planning Services, Inc. | 27.823 $ | |||||||||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 22.796 $ | -1.297 $ | -5,4 % | 24.093 $ | +4.808 $ | +24,9 % | 19.285 $ | |||||
| IAG Wealth Partners, LLC | 23.508 $ | +3.433 $ | +17,1 % | 20.075 $ | +1.257 $ | +6,7 % | 18.818 $ | -2.994 $ | -13,7 % | 21.812 $ | +1.424 $ | +7,0 % |
| Quest 10 Wealth Builders, Inc. | 20.157 $ | |||||||||||
| EverSource Wealth Advisors, LLC | 18.946 $ | |||||||||||
| Creative Capital Management Investments LLC | 16.803 $ | |||||||||||
| TFC Financial Management, Inc. | 15.330 $ | +480 $ | +3,2 % | 14.850 $ | -142 $ | -0,9 % | 14.992 $ | +211 $ | +1,4 % | 14.781 $ | ||
| DV EQUITIES, LLC | 14.494 $ | |||||||||||
| OLD SECOND NATIONAL BANK OF AURORA | 13.350 $ | -760 $ | -5,4 % | 14.110 $ | +2.817 $ | +24,9 % | 11.293 $ | |||||
| Horizon Investments, LLC | 6.108 $ | -5.472 $ | -47,3 % | 11.580 $ | ||||||||
| ROTHSCHILD INVESTMENT LLC | 9.613 $ | |||||||||||
| Grey Fox Wealth Advisors, LLC | 8.375 $ | |||||||||||
| Acumen Wealth Advisors, LLC | 8.023 $ | |||||||||||
| PRINCIPAL SECURITIES, INC. | 8.022 $ | -9.446 $ | -54,1 % | |||||||||
| JNBA Financial Advisors | 7.482 $ | +6.365 $ | +569,8 % | 1.117 $ | ||||||||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 7.163 $ | -38 $ | -0,5 % | 7.201 $ | +3.106 $ | +75,8 % | 4.095 $ | |||||
| BURKETT FINANCIAL SERVICES, LLC | 6.760 $ | |||||||||||
| BROWN BROTHERS HARRIMAN & CO | 6.597 $ | +344 $ | +5,5 % | 6.253 $ | ||||||||
| Key FInancial Inc | 5.974 $ | |||||||||||
| EVERMAY WEALTH MANAGEMENT LLC | 5.117 $ | |||||||||||
| Palouse Capital Management, Inc. | 4.542 $ | |||||||||||
| TRUST CO OF VERMONT | 3.907 $ | |||||||||||
| Mowery & Schoenfeld Wealth Management, LLC | 2.507 $ | |||||||||||
| Buck Wealth Strategies, LLC | 2.318 $ | |||||||||||
| Johnson Financial Group, Inc. | 1.862 $ | |||||||||||
| Root Financial Partners, LLC | 822 $ | -847 $ | -50,7 % | 1.669 $ | ||||||||
| CoreCap Advisors, LLC | 1.104 $ | |||||||||||
| VANGUARD ADVISERS INC | 1.007 $ | |||||||||||
| Signature Resources Capital Management, LLC | 616 $ | |||||||||||
| HANTZ FINANCIAL SERVICES, INC. | 0 $ | |||||||||||
| 6.216.475.570 $ | +696.247.819 $ | +78,5 % | 5.377.832.504 $ | +805.281.456 $ | +92,8 % | 4.451.819.653 $ | +753.879.964 $ | +99,5 % | 3.589.651.569 $ | +972.296.654 $ | +547,8 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
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Fundamentaldaten, Kursdaten). Sie richten sich an ein breites Publikum und
berücksichtigen keine persönlichen Verhältnisse, Anlageziele oder Risikobereitschaften.
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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.