| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 1.272.556.303 $ | +65.454.796 $ | +29,8 % | 6.242.529.918 $ | +659.463.694 $ | +37,1 % | 5.377.832.504 $ | +806.051.778 $ | +94,2 % | 4.451.819.653 $ | +753.123.728 $ | +90,0 % |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Corient Private Wealth LP | 153.844.302 $ | +14.636.035 $ | +10,5 % | 139.208.267 $ | -123.589.973 $ | -47,0 % | 262.798.240 $ | +145.678.100 $ | +124,4 % | |||
| 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 % | |||
| 3EDGE Asset Management, LP | 41.658.616 $ | -86.844.804 $ | -67,6 % | 128.503.420 $ | +24.672.291 $ | +23,8 % | 103.831.129 $ | -11.390.336 $ | -9,9 % | 115.221.465 $ | +62.790.744 $ | +119,8 % |
| 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 % | |||
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 97.336.007 $ | |||||||||||
| Grant Street Asset Management, Inc. | 96.919.045 $ | +6.622.205 $ | +7,3 % | 90.296.840 $ | +25.020.543 $ | +38,3 % | 65.276.297 $ | -4.342.391 $ | -6,2 % | 69.618.688 $ | +603.089 $ | +0,9 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 69.423.782 $ | +7.418.154 $ | +12,0 % | 62.005.628 $ | +12.875.587 $ | +26,2 % | 49.130.041 $ | -45.312.968 $ | -48,0 % | 94.443.009 $ | +5.752.353 $ | +6,5 % |
| Fragasso Financial Advisors Inc | 94.386.401 $ | +6.229.311 $ | +7,1 % | 88.157.090 $ | +13.403.533 $ | +17,9 % | 74.753.557 $ | +70.861.084 $ | +1.820,5 % | 3.892.473 $ | ||
| 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 % | |||
| Diversified Enterprises, LLC | 92.620.603 $ | +388.383 $ | +0,4 % | 92.232.220 $ | +9.146.682 $ | +11,0 % | 83.085.538 $ | +2.810.137 $ | +3,5 % | 80.275.401 $ | +5.360.937 $ | +7,2 % |
| 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 % | |||
| Annex Advisory Services, LLC | 302.022 $ | -280.288 $ | -48,1 % | 582.310 $ | -1.026.192 $ | -63,8 % | 1.608.502 $ | -86.633.270 $ | -98,2 % | 88.241.772 $ | +8.665.679 $ | +10,9 % |
| Archford Capital Strategies, LLC | 74.917.246 $ | +6.147.147 $ | +8,9 % | 68.770.099 $ | +6.611.436 $ | +10,6 % | 62.158.663 $ | +8.965.369 $ | +16,9 % | 53.193.294 $ | -6.822.276 $ | -11,4 % |
| Horizon Advisory Services, Inc. | 62.966.065 $ | +28.730.066 $ | +83,9 % | 34.235.999 $ | +3.899.896 $ | +12,9 % | 30.336.103 $ | +919.307 $ | +3,1 % | 29.416.796 $ | +161.247 $ | +0,6 % |
| 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 % | |||
| 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 % | |||
| AUCTUS ADVISORS LLC | 49.920.561 $ | +3.988.182 $ | +8,7 % | 45.932.379 $ | +7.853.301 $ | +20,6 % | 38.079.078 $ | -3.598.633 $ | -8,6 % | 41.677.711 $ | ||
| 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 % | |||
| New Harbor Financial Group, LLC | 44.771.803 $ | +7.368.467 $ | +19,7 % | 37.403.336 $ | -680.696 $ | -1,8 % | 38.084.032 $ | +8.833.761 $ | +30,2 % | 29.250.271 $ | +111.003 $ | +0,4 % |
| 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 % | |||
| 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 % | |||
| GOLDMAN SACHS GROUP INC | 40.819.212 $ | |||||||||||
| Towneley Capital Management, Inc / DE | 39.256.176 $ | +2.041.854 $ | +5,5 % | 37.214.322 $ | +5.538.188 $ | +17,5 % | 31.676.134 $ | -3.492.180 $ | -9,9 % | 35.168.314 $ | -52.488 $ | -0,1 % |
| ASSETMARK, INC | 38.973.458 $ | +6.483.961 $ | +20,0 % | 32.489.497 $ | +36.135 $ | +0,1 % | 32.453.362 $ | +10.825.793 $ | +50,1 % | 21.627.569 $ | +21.448.027 $ | +11.946,0 % |
| Pictet North America Advisors SA | 10.836.983 $ | +240.000 $ | +2,3 % | 10.596.983 $ | -937.067 $ | -8,1 % | 11.534.050 $ | -27.254.300 $ | -70,3 % | 38.788.350 $ | -7.289.148 $ | -15,8 % |
| Sowa Financial Group, Inc. | 26.575.000 $ | +6.695.000 $ | +33,7 % | 19.880.000 $ | -4.319.000 $ | -17,8 % | 24.199.000 $ | +10.236.000 $ | +73,3 % | 13.963.000 $ | +914.000 $ | +7,0 % |
| Aprio Wealth Management, LLC | 26.067.502 $ | +6.647.640 $ | +34,2 % | 19.419.862 $ | +106.402 $ | +0,6 % | 19.313.460 $ | +4.459.191 $ | +30,0 % | 14.854.269 $ | +1.537.676 $ | +11,5 % |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| INSPIRION WEALTH ADVISORS, LLC | 24.157.082 $ | +3.958.315 $ | +19,6 % | 20.198.767 $ | -364.613 $ | -1,8 % | 20.563.380 $ | +5.598.435 $ | +37,4 % | 14.964.945 $ | +4.926.355 $ | +49,1 % |
| Ellsworth Advisors, LLC | 23.823.630 $ | +3.310.054 $ | +16,1 % | 20.513.576 $ | +2.612.255 $ | +14,6 % | 17.901.321 $ | +4.397.718 $ | +32,6 % | 13.503.603 $ | +2.321.446 $ | +20,8 % |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| FIRST NATIONAL TRUST CO | 21.750.326 $ | -304.335 $ | -1,4 % | 22.054.661 $ | +2.812.312 $ | +14,6 % | 19.242.349 $ | |||||
| Guided Capital Wealth Management, LLC | 21.840.103 $ | +2.044.114 $ | +10,3 % | 19.795.989 $ | +12.047.179 $ | +155,5 % | 7.748.810 $ | |||||
| 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 % | |||
| TRUIST FINANCIAL CORP | 21.579.009 $ | +3.207.562 $ | +17,5 % | 18.371.447 $ | +2.998.170 $ | +19,5 % | 15.373.277 $ | +3.828.454 $ | +33,2 % | 11.544.823 $ | +2.013.443 $ | +21,1 % |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Compound Planning, Inc. | 15.378.917 $ | +3.596.413 $ | +30,5 % | 11.782.504 $ | +2.522.368 $ | +27,2 % | 9.260.136 $ | |||||
| Resonant Capital Advisors, LLC | 15.198.752 $ | +4.125.044 $ | +37,3 % | 11.073.708 $ | +1.003.179 $ | +10,0 % | 10.070.529 $ | |||||
| 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 % | |||||||||
| 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 % | |||
| D.A. DAVIDSON & CO. | 14.271.943 $ | +9.930.738 $ | +228,8 % | 4.341.205 $ | ||||||||
| 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 % | |||
| Equitable Holdings, Inc. | 13.724.612 $ | +860.346 $ | +6,7 % | 12.864.266 $ | +818.030 $ | +6,8 % | 12.046.236 $ | +212.533 $ | +1,8 % | |||
| 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 % | |||
| OPPENHEIMER & CO INC | 13.577.486 $ | +2.295.512 $ | +20,3 % | 11.281.974 $ | +34.611 $ | +0,3 % | 11.247.363 $ | +2.458.340 $ | +28,0 % | 8.789.023 $ | +650.029 $ | +8,0 % |
| VestGen Advisors, LLC | 13.402.890 $ | +6.138.159 $ | +84,5 % | 7.264.731 $ | +1.417.455 $ | +24,2 % | 5.847.276 $ | +5.268.300 $ | +909,9 % | 578.976 $ | ||
| Choice Wealth Advisors LLC | 13.369.146 $ | +1.664.569 $ | +14,2 % | 11.704.577 $ | ||||||||
| Sunrise Financial Services, LLC | 13.127.106 $ | +2.391.910 $ | +22,3 % | 10.735.196 $ | +18.131 $ | +0,2 % | 10.717.065 $ | +899.976 $ | +9,2 % | 9.817.089 $ | ||
| Convergence Financial, LLC | 370.033 $ | -12.714.279 $ | -97,2 % | 13.084.312 $ | +7.227.152 $ | +123,4 % | 5.857.160 $ | +2.536.773 $ | +76,4 % | 3.320.387 $ | +548.513 $ | +19,8 % |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| PRIVATE CLIENT SERVICES, LLC | 12.625.548 $ | +2.428.196 $ | +23,8 % | 10.197.352 $ | ||||||||
| 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 % | |||
| Blue Trust, Inc. | 12.537.504 $ | +2.619.674 $ | +26,4 % | 9.917.830 $ | -385.584 $ | -3,7 % | 10.303.414 $ | |||||
| Cornerstone Wealth Group, LLC | 12.513.921 $ | |||||||||||
| Wealthcare Advisory Partners LLC | 12.387.917 $ | +313.152 $ | +2,6 % | 12.074.765 $ | +1.265.545 $ | +11,7 % | 10.809.220 $ | -1.319.708 $ | -10,9 % | 12.128.928 $ | +478.297 $ | +4,1 % |
| Weil Company, Inc. | 12.210.755 $ | +4.913.368 $ | +67,3 % | 7.297.387 $ | +130.072 $ | +1,8 % | 7.167.315 $ | +3.527.742 $ | +96,9 % | 3.639.573 $ | +451.983 $ | +14,2 % |
| Worth Financial Advisory Group, LLC | 12.181.292 $ | +1.558.448 $ | +14,7 % | 10.622.844 $ | +8.345.626 $ | +366,5 % | 2.277.218 $ | -2.878.086 $ | -55,8 % | 5.155.304 $ | +1.168.768 $ | +29,3 % |
| 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 % | |||
| KWB Wealth | 11.987.615 $ | +7.164.815 $ | +148,6 % | 4.822.800 $ | +1.268.677 $ | +35,7 % | 3.554.123 $ | -41.265 $ | -1,1 % | 3.595.388 $ | +1.494.014 $ | +71,1 % |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11.629.708 $ | +1.237.714 $ | +11,9 % | 10.391.994 $ | -359.988 $ | -3,3 % | 10.751.982 $ | +202.578 $ | +1,9 % | |||
| 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 % | |||
| 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 % | |||
| Persium Advisors, LLC | 11.311.632 $ | |||||||||||
| 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 % | |||
| NORTHCAPE WEALTH MANAGEMENT, LLC | 9.652.303 $ | +4.005.877 $ | +70,9 % | 5.646.426 $ | +4.116.563 $ | +269,1 % | ||||||
| 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 % | |||
| 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 % | |||
| MBL Wealth, LLC | 9.562.936 $ | +1.941.959 $ | +25,5 % | 7.620.977 $ | +229.929 $ | +3,1 % | 7.391.048 $ | +2.116.524 $ | +40,1 % | 5.274.524 $ | +360.733 $ | +7,3 % |
| Cooper Financial Group | 9.551.156 $ | +2.368.431 $ | +33,0 % | 7.182.725 $ | ||||||||
| Lantz Financial LLC | 9.545.207 $ | +642.167 $ | +7,2 % | 8.903.040 $ | +1.773.123 $ | +24,9 % | 7.129.917 $ | -315.164 $ | -4,2 % | 7.445.081 $ | +3.897.272 $ | +109,9 % |
| Csenge Advisory Group | 9.410.165 $ | +177.115 $ | +1,9 % | 9.233.050 $ | +599.770 $ | +6,9 % | 8.633.280 $ | +936.173 $ | +12,2 % | |||
| Nicht ausgewiesen | 9.306.162 $ | +2.240.637 $ | +31,7 % | 7.065.525 $ | +4.073.839 $ | +136,2 % | 2.991.686 $ | +316.355 $ | +11,8 % | |||
| Ethos Financial Group, LLC | 9.224.822 $ | +121.092 $ | +1,3 % | 9.103.730 $ | +2.782.175 $ | +44,0 % | 6.321.555 $ | |||||
| Nicht ausgewiesen | 7.216.774 $ | -1.749.841 $ | -19,5 % | 8.966.615 $ | +171.142 $ | +1,9 % | 8.795.473 $ | +3.086.668 $ | +54,1 % | |||
| Great Diamond Partners, LLC | 5.749.637 $ | -2.601.583 $ | -31,2 % | 8.351.220 $ | -400.422 $ | -4,6 % | 8.751.642 $ | |||||
| Concurrent Investment Advisors, LLC | 2.019.600 $ | +183.171 $ | +10,0 % | 1.836.429 $ | -6.711.258 $ | -78,5 % | 8.547.687 $ | |||||
| tru Independence LLC | 8.449.181 $ | +1.216.575 $ | +16,8 % | 7.232.606 $ | +53.043 $ | +0,7 % | 7.179.563 $ | +652.966 $ | +10,0 % | 6.526.597 $ | +811.381 $ | +14,2 % |
| 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 % | |||
| 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 % | |||
| Gladstone Institutional Advisory LLC | 7.978.728 $ | +1.033.652 $ | +14,9 % | 6.945.076 $ | ||||||||
| Encompass More Asset Management | 7.831.175 $ | |||||||||||
| 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 % | |||
| NVWM, LLC | 7.566.655 $ | +1.373.978 $ | +22,2 % | 6.192.677 $ | -389.567 $ | -5,9 % | 6.582.244 $ | +3.089.002 $ | +88,4 % | 3.493.242 $ | +992.989 $ | +39,7 % |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Perennial Investment Advisors, LLC | 7.025.123 $ | -163.307 $ | -2,3 % | 7.188.430 $ | +713.447 $ | +11,0 % | 6.474.983 $ | +452.192 $ | +7,5 % | |||
| Nvest Wealth Strategies, Inc. | 7.178.775 $ | +1.145.444 $ | +19,0 % | 6.033.331 $ | -106.494 $ | -1,7 % | 6.139.825 $ | +1.220.873 $ | +24,8 % | 4.918.952 $ | ||
| D L CARLSON INVESTMENT GROUP INC | 7.124.251 $ | +1.975.009 $ | +38,4 % | 5.149.242 $ | ||||||||
| IFP Advisors, Inc | 7.039.848 $ | +2.413.842 $ | +52,2 % | 4.626.006 $ | +29.237 $ | +0,6 % | 4.596.769 $ | +1.275.683 $ | +38,4 % | 3.321.086 $ | -82.774 $ | -2,4 % |
| SFG Wealth Management, LLC. | 6.292.199 $ | +459.446 $ | +7,9 % | 5.832.753 $ | -744.612 $ | -11,3 % | 6.577.365 $ | +1.569.469 $ | +31,3 % | 5.007.896 $ | +671.796 $ | +15,5 % |
| WT Wealth Management | 6.507.355 $ | +864.131 $ | +15,3 % | 5.643.224 $ | -471.808 $ | -7,7 % | 6.115.032 $ | +146.289 $ | +2,5 % | |||
| 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 % | |||
| Planned Solutions, Inc. | 6.409.010 $ | |||||||||||
| AXXCESS WEALTH MANAGEMENT, LLC | 6.390.381 $ | +1.294.463 $ | +25,4 % | 5.095.918 $ | +916.948 $ | +21,9 % | 4.178.970 $ | +1.096.102 $ | +35,6 % | 3.082.868 $ | ||
| 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 % | |||
| Phillip James Consulting Co. | 5.897.247 $ | |||||||||||
| FINANCIAL MANAGEMENT NETWORK INC | 4.301.494 $ | +315.299 $ | +7,9 % | 3.986.195 $ | -245.074 $ | -5,8 % | 4.231.269 $ | -1.648.019 $ | -28,0 % | 5.879.288 $ | +235.894 $ | +4,2 % |
| 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 % | |||
| 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 $ | |||||
| 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 % | |||
| Atria Investments, Inc | 5.227.577 $ | +1.045.277 $ | +25,0 % | 4.182.300 $ | +128.549 $ | +3,2 % | 4.053.751 $ | +3.430.943 $ | +550,9 % | 622.808 $ | -44.638 $ | -6,7 % |
| 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 % | |||
| Ascentis Independent Advisors | 5.108.995 $ | +2.761.825 $ | +117,7 % | 2.347.170 $ | -2.591.815 $ | -52,5 % | ||||||
| Fiduciary Group, LLC | 4.840.869 $ | +434.646 $ | +9,9 % | 4.406.223 $ | +61.109 $ | +1,4 % | 4.345.114 $ | +466.596 $ | +12,0 % | |||
| Echo45 Advisors LLC | 4.837.782 $ | +786.383 $ | +19,4 % | 4.051.399 $ | +142.992 $ | +3,7 % | 3.908.407 $ | +746.281 $ | +23,6 % | 3.162.126 $ | ||
| 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 % | |||
| Vise Technologies, Inc. | 3.760.232 $ | -943.882 $ | -20,1 % | 4.704.114 $ | +3.216.726 $ | +216,3 % | 1.487.388 $ | +0 $ | +0,0 % | 1.487.388 $ | ||
| 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 % | |||
| Portside Wealth Group, LLC | 1.535.080 $ | -2.961.950 $ | -65,9 % | 4.497.030 $ | +1.505.402 $ | +50,3 % | 2.991.628 $ | -231.597 $ | -7,2 % | 3.223.225 $ | +1.805.463 $ | +127,3 % |
| Randall & Associates Wealth Management | 3.182.250 $ | -509.426 $ | -13,8 % | 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 % | |||
| 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 | 2.582.442 $ | -1.548.865 $ | -37,5 % | 4.131.307 $ | -228.420 $ | -5,2 % | 4.359.727 $ | |||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| KICKSTAND VENTURES, LLC. | 3.723.481 $ | |||||||||||
| Elevation Capital Advisory, LLC | 3.688.947 $ | |||||||||||
| ASSOCIATED BANC-CORP | 3.679.747 $ | +554.900 $ | +17,8 % | 3.124.847 $ | +818.904 $ | +35,5 % | 2.305.943 $ | -127.229 $ | -5,2 % | 2.433.172 $ | +266.618 $ | +12,3 % |
| PLANWISER FINANCIAL, LLC | 3.057.199 $ | -115.377 $ | -3,6 % | 3.172.576 $ | -447.881 $ | -12,4 % | 3.620.457 $ | +702.262 $ | +24,1 % | |||
| COURIER CAPITAL LLC | 3.589.539 $ | +807.755 $ | +29,0 % | 2.781.784 $ | +568.228 $ | +25,7 % | 2.213.556 $ | +566.997 $ | +34,4 % | 1.646.559 $ | ||
| Integrated Wealth Concepts LLC | 3.520.084 $ | +428.898 $ | +13,9 % | 3.091.186 $ | -20.058 $ | -0,6 % | ||||||
| Copper Harbor Investment Advisors, LLC | 3.499.520 $ | +110.330 $ | +3,3 % | 3.389.190 $ | ||||||||
| BENJAMIN EDWARDS INC | 3.441.880 $ | +457.756 $ | +15,3 % | 2.984.124 $ | +519.906 $ | +21,1 % | 2.464.218 $ | -107.388 $ | -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 % | |||
| Alliance Wealth Advisors, LLC /UT | 702.873 $ | -1.924.729 $ | -73,3 % | 2.627.602 $ | +151.609 $ | +6,1 % | 2.475.993 $ | -911.093 $ | -26,9 % | 3.387.086 $ | +1.159.385 $ | +52,0 % |
| 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 $ | |||||
| FLAGSHIP HARBOR ADVISORS, LLC | 3.335.225 $ | +113.990 $ | +3,5 % | 3.221.235 $ | +77.954 $ | +2,5 % | 3.143.281 $ | -53.982 $ | -1,7 % | 3.197.263 $ | +80.476 $ | +2,6 % |
| NOMURA ASSET MANAGEMENT CO LTD | 1.924.704 $ | -1.393.366 $ | -42,0 % | 3.318.070 $ | +3.017.748 $ | +1.004,8 % | 300.322 $ | |||||
| CAPTRUST FINANCIAL ADVISORS | 2.407.774 $ | -814.416 $ | -25,3 % | 3.222.190 $ | +280.650 $ | +9,5 % | 2.941.540 $ | +552.580 $ | +23,1 % | |||
| MassMutual Private Wealth & Trust, FSB | 3.208.836 $ | +1.400.758 $ | +77,5 % | 1.808.078 $ | +1.421.500 $ | +367,7 % | 386.578 $ | |||||
| SAX WEALTH ADVISORS, LLC | 3.144.875 $ | |||||||||||
| SITTNER & NELSON, LLC | 3.120.672 $ | +603.549 $ | +24,0 % | 2.517.123 $ | +859.384 $ | +51,8 % | 1.657.739 $ | +250.262 $ | +17,8 % | |||
| TWO SIGMA INVESTMENTS, LP | 3.119.400 $ | -585.524 $ | -15,8 % | |||||||||
| Ballentine Partners, LLC | 3.071.240 $ | +295.085 $ | +10,6 % | 2.776.155 $ | -1.083 $ | -0,0 % | 2.777.238 $ | +77.689 $ | +2,9 % | |||
| Ausdal Financial Partners, Inc. | 3.070.607 $ | |||||||||||
| Signal Advisors Wealth, LLC | 3.027.930 $ | +1.778.457 $ | +142,3 % | 1.249.473 $ | ||||||||
| CPC Advisors, LLC | 1.543.758 $ | -1.254.195 $ | -44,8 % | 2.797.953 $ | -202.888 $ | -6,8 % | 3.000.841 $ | +48.259 $ | +1,6 % | 2.952.582 $ | +1.236.931 $ | +72,1 % |
| CERTIOR FINANCIAL GROUP, LLC | 902.303 $ | -2.046.690 $ | -69,4 % | 2.948.993 $ | +775.378 $ | +35,7 % | 2.173.615 $ | -262.642 $ | -10,8 % | 2.436.257 $ | +1.222.548 $ | +100,7 % |
| STIFEL FINANCIAL CORP | 2.653.446 $ | +264.902 $ | +11,1 % | 2.388.544 $ | -558.941 $ | -19,0 % | 2.947.485 $ | +113.764 $ | +4,0 % | |||
| 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 % | |||
| FLOW TRADERS U.S. LLC | 1.085.000 $ | -1.784.000 $ | -62,2 % | 2.869.000 $ | ||||||||
| MONECO ADVISORS, LLC | 2.841.451 $ | -25.753 $ | -0,9 % | 2.867.204 $ | +689.928 $ | +31,7 % | 2.177.276 $ | +161.309 $ | +8,0 % | |||
| EXCHANGE TRADED CONCEPTS, LLC | 2.842.344 $ | +928.349 $ | +48,5 % | 1.913.995 $ | +29.021 $ | +1,5 % | 1.884.974 $ | +302.649 $ | +19,1 % | 1.582.325 $ | -62.477 $ | -3,8 % |
| FSA WEALTH PARTNERS, INC. | 2.821.073 $ | +593.453 $ | +26,6 % | 2.227.620 $ | +1.199.077 $ | +116,6 % | ||||||
| Legacy Advisors, LLC | 2.812.129 $ | |||||||||||
| Merit Financial Group, LLC | 827.041 $ | -1.948.919 $ | -70,2 % | 2.775.960 $ | +586.656 $ | +26,8 % | 2.189.304 $ | |||||
| MOODY NATIONAL BANK TRUST DIVISION | 2.770.339 $ | +6.222 $ | +0,2 % | 2.764.117 $ | +262.088 $ | +10,5 % | 2.502.029 $ | -200.140 $ | -7,4 % | 2.702.169 $ | -1.549.266 $ | -36,4 % |
| GREENWOOD CAPITAL ASSOCIATES LLC | 2.735.784 $ | +693.266 $ | +33,9 % | 2.042.518 $ | +665.276 $ | +48,3 % | 1.377.242 $ | +379.722 $ | +38,1 % | 997.520 $ | +667.690 $ | +202,4 % |
| HARBOR INVESTMENT ADVISORY, LLC | 2.698.871 $ | +513.422 $ | +23,5 % | 2.185.449 $ | -231.191 $ | -9,6 % | 2.416.640 $ | +606.716 $ | +33,5 % | 1.809.924 $ | -123.502 $ | -6,4 % |
| PCG Wealth Advisors, LLC | 2.445.874 $ | -220.584 $ | -8,3 % | 2.666.458 $ | ||||||||
| Embree Financial Group | 2.648.247 $ | +345.234 $ | +15,0 % | 2.303.013 $ | +886.585 $ | +62,6 % | 1.416.428 $ | -1.078.120 $ | -43,2 % | 2.494.548 $ | -808.573 $ | -24,5 % |
| Colonial River Investments, LLC | 2.599.840 $ | +330.861 $ | +14,6 % | 2.268.979 $ | ||||||||
| Milestones Private Investment Advisors LLC | 2.493.164 $ | |||||||||||
| Bedel Financial Consulting, Inc. | 2.418.614 $ | |||||||||||
| TRUST CO OF TOLEDO NA /OH/ | 2.395.459 $ | +1.769.109 $ | +282,4 % | 626.350 $ | ||||||||
| MainStreet Investment Advisors LLC | 2.339.601 $ | |||||||||||
| Kathmere Capital Management, LLC | 2.286.082 $ | +383.823 $ | +20,2 % | 1.902.259 $ | -125.516 $ | -6,2 % | 2.027.775 $ | +704.795 $ | +53,3 % | 1.322.980 $ | ||
| 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 % | |||
| MORGAN STANLEY | 1.751.011 $ | -499.377 $ | -22,2 % | 2.250.388 $ | +161.856 $ | +7,7 % | 2.088.532 $ | +1.840.524 $ | +742,1 % | |||
| Provident Wealth Management, LLC | 1.672.853 $ | -457.796 $ | -21,5 % | 2.130.649 $ | +256.264 $ | +13,7 % | 1.874.385 $ | -368.802 $ | -16,4 % | 2.243.187 $ | -252.480 $ | -10,1 % |
| SILVER OAK SECURITIES, INCORPORATED | 2.212.995 $ | |||||||||||
| Waterloo Capital, L.P. | 2.091.958 $ | -76.965 $ | -3,5 % | |||||||||
| HRT FINANCIAL LP | 288.000 $ | -1.800.000 $ | -86,2 % | 2.088.000 $ | +1.407.000 $ | +206,6 % | 681.000 $ | |||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2.063.594 $ | +388.913 $ | +23,2 % | 1.674.681 $ | +916.847 $ | +121,0 % | 757.834 $ | +164.891 $ | +27,8 % | 592.943 $ | ||
| INCOME RESEARCH & MANAGEMENT | 1.949.500 $ | -95.250 $ | -4,7 % | 2.044.750 $ | +1.500 $ | +0,1 % | 2.043.250 $ | -17.750 $ | -0,9 % | 2.061.000 $ | -22.000 $ | -1,1 % |
| Rose Capital Advisors LLC | 2.060.075 $ | |||||||||||
| WINCAP FINANCIAL LLC | 2.054.808 $ | +81.327 $ | +4,1 % | |||||||||
| Vavra Capital Management, LLC | 2.049.946 $ | +1.605.298 $ | +361,0 % | 444.648 $ | -18.362 $ | -4,0 % | 463.010 $ | |||||
| 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 % | |||
| 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 $ | |||||
| World Investment Advisors | 1.986.789 $ | +0 $ | +0,0 % | 1.986.789 $ | +288.951 $ | +17,0 % | 1.697.838 $ | -6.788.269 $ | -80,0 % | |||
| Marshall & Sterling Wealth Advisors Inc. | 1.945.830 $ | +310.857 $ | +19,0 % | 1.634.973 $ | +340.868 $ | +26,3 % | 1.294.105 $ | |||||
| VICUS CAPITAL | 1.939.260 $ | +879.211 $ | +82,9 % | 1.060.049 $ | +255.978 $ | +31,8 % | 804.071 $ | +85.947 $ | +12,0 % | |||
| BlackRock, Inc. | 1.875.043 $ | +263.794 $ | +16,4 % | 1.611.249 $ | -153.853 $ | -8,7 % | 1.765.102 $ | +13.193 $ | +0,8 % | |||
| BANQUE PICTET & CIE SA | 1.871.528 $ | +431.832 $ | +30,0 % | 1.439.696 $ | +23.826 $ | +1,7 % | 1.415.870 $ | -269.722 $ | -16,0 % | 1.685.592 $ | -82.450 $ | -4,7 % |
| Opus Financial Solutions LLC | 1.863.207 $ | +126.461 $ | +7,3 % | 1.736.746 $ | +1.064.447 $ | +158,3 % | 672.299 $ | |||||
| Accurate Wealth Management, LLC | 206.905 $ | -871.009 $ | -80,8 % | 1.077.914 $ | -774.540 $ | -41,8 % | 1.852.454 $ | -136.806 $ | -6,9 % | |||
| PROSPERITY BANCSHARES INC | 1.838.646 $ | +542.085 $ | +41,8 % | 1.296.561 $ | +141.095 $ | +12,2 % | 1.155.466 $ | |||||
| Petros Family Wealth, LLC | 1.722.078 $ | -94.200 $ | -5,2 % | 1.816.278 $ | +328.326 $ | +22,1 % | 1.487.952 $ | +234.963 $ | +18,8 % | 1.252.989 $ | +7.272 $ | +0,6 % |
| Eagle Strategies LLC | 1.807.307 $ | +1.537.773 $ | +570,5 % | 269.534 $ | +19.513 $ | +7,8 % | 250.021 $ | |||||
| Smart Portfolios, LLC | 1.792.116 $ | +214.532 $ | +13,6 % | 1.577.584 $ | +1.186.433 $ | +303,3 % | ||||||
| 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 % | |||
| AE Wealth Management LLC | 1.787.540 $ | |||||||||||
| 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 % | |||
| 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 % | |||
| Outlook Wealth Advisors, LLC | 1.704.398 $ | +603.471 $ | +54,8 % | 1.100.927 $ | +184.954 $ | +20,2 % | 915.973 $ | +443.872 $ | +94,0 % | 472.101 $ | ||
| Arete Wealth Advisors, LLC | 1.675.598 $ | +807.598 $ | +93,0 % | |||||||||
| Richmond Investment Services, LLC | 859.954 $ | +108.756 $ | +14,5 % | 751.198 $ | -897.178 $ | -54,4 % | 1.648.376 $ | |||||
| SIMON QUICK ADVISORS, LLC | 1.602.496 $ | |||||||||||
| 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 % | |||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1.515.105 $ | +118.895 $ | +8,5 % | 1.396.210 $ | ||||||||
| Per Stirling Capital Management, LLC. | 1.488.201 $ | |||||||||||
| 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 % | |||
| Avestar Capital, LLC | 1.422.707 $ | |||||||||||
| Advisory Services Network, LLC | 1.362.738 $ | +276.830 $ | +25,5 % | 1.085.908 $ | ||||||||
| Ackerman Capital Advisors, LLC | 1.358.779 $ | +204.573 $ | +17,7 % | 1.154.206 $ | -93.667 $ | -7,5 % | 1.247.873 $ | +322.112 $ | +34,8 % | 925.761 $ | -47.286 $ | -4,9 % |
| LAKE STREET PRIVATE WEALTH, LLC | 1.352.812 $ | +295.464 $ | +27,9 % | 1.057.348 $ | +50.957 $ | +5,1 % | 1.006.391 $ | +238.019 $ | +31,0 % | 768.372 $ | +222.857 $ | +40,9 % |
| Farther Finance Advisors, LLC | 1.304.490 $ | +642.033 $ | +96,9 % | 662.457 $ | -6.437 $ | -1,0 % | 668.894 $ | +558.187 $ | +504,2 % | 110.707 $ | +213 $ | +0,2 % |
| Cyndeo Wealth Partners, LLC | 1.299.402 $ | +103.005 $ | +8,6 % | 1.196.397 $ | -25.118 $ | -2,1 % | 1.221.515 $ | +308.114 $ | +33,7 % | 913.401 $ | ||
| Carr Financial Group Corp | 240.901 $ | -1.042.000 $ | -81,2 % | 1.282.901 $ | -540.800 $ | -29,7 % | ||||||
| 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 % | |||
| Worth Asset Management, LLC | 1.258.606 $ | +759.591 $ | +152,2 % | 499.015 $ | -200.880 $ | -28,7 % | 699.895 $ | +353.036 $ | +101,8 % | 346.859 $ | ||
| Virtue Capital Management, LLC | 1.218.445 $ | |||||||||||
| Wallace Advisory Group, LLC | 1.177.561 $ | +187.753 $ | +19,0 % | 989.808 $ | -74.175 $ | -7,0 % | 1.063.983 $ | |||||
| Matrix Trust Co | 342.000 $ | -740.000 $ | -68,4 % | 1.082.000 $ | +449.000 $ | +70,9 % | 633.000 $ | -443.000 $ | -41,2 % | 1.076.000 $ | +560.000 $ | +108,5 % |
| HM PAYSON & CO | 1.014.921 $ | -57.768 $ | -5,4 % | 1.072.689 $ | +79.889 $ | +8,0 % | 992.800 $ | |||||
| Balboa Wealth Partners | 1.049.479 $ | +401.681 $ | +62,0 % | 647.798 $ | ||||||||
| Global Retirement Partners, LLC | 1.042.514 $ | +306.824 $ | +41,7 % | 735.690 $ | -4.482 $ | -0,6 % | ||||||
| Waverly Advisors, LLC | 1.033.462 $ | +462.536 $ | +81,0 % | 570.926 $ | +369.017 $ | +182,8 % | 201.909 $ | |||||
| Advisors Preferred, LLC | 1.025.030 $ | |||||||||||
| PRIVATE TRUST CO NA | 1.020.329 $ | +297.414 $ | +41,1 % | 722.915 $ | +206.813 $ | +40,1 % | 516.102 $ | +3.613 $ | +0,7 % | 512.489 $ | +1.987 $ | +0,4 % |
| Independent Wealth Network Inc. | 856.471 $ | +38.407 $ | +4,7 % | 818.064 $ | +71.800 $ | +9,6 % | 746.264 $ | -270.473 $ | -26,6 % | 1.016.737 $ | +84.965 $ | +9,1 % |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.016.236 $ | |||||||||||
| Bluesphere Advisors LLC | 659.955 $ | -248.458 $ | -27,4 % | 908.413 $ | +562.867 $ | +162,9 % | 345.546 $ | -262.763 $ | -43,2 % | 608.309 $ | -76.152 $ | -11,1 % |
| STAR Financial Bank | 880.640 $ | +33.664 $ | +4,0 % | 846.976 $ | +387.558 $ | +84,4 % | 459.418 $ | +14.110 $ | +3,2 % | |||
| SpringVest Wealth Management LLC | 880.360 $ | +275.801 $ | +45,6 % | 604.559 $ | +318.018 $ | +111,0 % | 286.541 $ | +51.641 $ | +22,0 % | 234.900 $ | +32.235 $ | +15,9 % |
| Bill Few Associates, Inc. | 863.725 $ | +46.321 $ | +5,7 % | 817.404 $ | +132.990 $ | +19,4 % | 684.414 $ | +2.881 $ | +0,4 % | 681.533 $ | +26.016 $ | +4,0 % |
| 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 % | |||
| OneAscent Family Office, LLC | 723.994 $ | -97.151 $ | -11,8 % | 821.145 $ | +113.874 $ | +16,1 % | 707.271 $ | +245.167 $ | +53,1 % | |||
| SHEETS SMITH WEALTH MANAGEMENT | 803.540 $ | +38.764 $ | +5,1 % | 764.776 $ | -43.531 $ | -5,4 % | 808.307 $ | +150.180 $ | +22,8 % | 658.127 $ | +391.613 $ | +146,9 % |
| COMERICA BANK | 780.912 $ | +304.463 $ | +63,9 % | |||||||||
| MGO ONE SEVEN LLC | 771.313 $ | +17.920 $ | +2,4 % | 753.393 $ | +491.576 $ | +187,8 % | 261.817 $ | |||||
| CreativeOne Wealth, LLC | 754.185 $ | +154.669 $ | +25,8 % | 599.516 $ | +142.431 $ | +31,2 % | 457.085 $ | -81.903 $ | -15,2 % | |||
| Darden Wealth Group Inc | 734.161 $ | |||||||||||
| FMR LLC | 719.281 $ | +119.295 $ | +19,9 % | 599.986 $ | -25.947 $ | -4,1 % | 625.933 $ | +33.885 $ | +5,7 % | |||
| Financial Network Wealth Advisors LLC | 262.405 $ | -449.530 $ | -63,1 % | 711.935 $ | +206.007 $ | +40,7 % | 505.928 $ | -7.772 $ | -1,5 % | 513.700 $ | +280.494 $ | +120,3 % |
| OneAscent Wealth Management LLC | 506.849 $ | -199.590 $ | -28,3 % | 706.439 $ | +91.722 $ | +14,9 % | 614.717 $ | +548 $ | +0,1 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 220.000 $ | -54.000 $ | -19,7 % | 274.000 $ | -431.000 $ | -61,1 % | 705.000 $ | +428.000 $ | +154,5 % | |||
| Ballew Advisors, Inc | 704.283 $ | +479.684 $ | +213,6 % | 224.599 $ | ||||||||
| JT Stratford LLC | 696.516 $ | |||||||||||
| Englebert Financial Advisers, LLC | 268.788 $ | +591 $ | +0,2 % | 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 % | |||
| Stillwater Private Wealth, LLC | 320.000 $ | -356.000 $ | -52,7 % | 676.000 $ | ||||||||
| Avidian Wealth Enterprises, LLC | 675.476 $ | |||||||||||
| Apollon Wealth Management, LLC | 674.630 $ | +356.056 $ | +111,8 % | 318.574 $ | ||||||||
| Qube Research & Technologies Ltd | 650.001 $ | |||||||||||
| Trademark Financial Management, LLC | 642.825 $ | |||||||||||
| WHITTIER TRUST CO | 635.660 $ | +113.996 $ | +21,9 % | 521.664 $ | ||||||||
| Kingdom Financial Group LLC. | 9.806 $ | -340.289 $ | -97,2 % | 350.095 $ | -274.668 $ | -44,0 % | 624.763 $ | |||||
| Foster Victor Wealth Advisors, LLC | 617.688 $ | +17.055 $ | +2,8 % | 600.633 $ | ||||||||
| 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 % | |||
| Prosperity Consulting Group, LLC | 504.384 $ | +33.218 $ | +7,1 % | 471.166 $ | -136.899 $ | -22,5 % | 608.065 $ | +242.685 $ | +66,4 % | |||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 605.898 $ | +33.189 $ | +5,8 % | 572.709 $ | -1.290 $ | -0,2 % | 573.999 $ | +354.392 $ | +161,4 % | |||
| Presidio Capital Management, LLC | 553.147 $ | -45.749 $ | -7,6 % | 598.896 $ | +122.079 $ | +25,6 % | 476.817 $ | +96.267 $ | +25,3 % | |||
| AVAII WEALTH MANAGEMENT, LLC | 594.592 $ | +13.574 $ | +2,3 % | 581.018 $ | +79.862 $ | +15,9 % | 501.156 $ | -62.020 $ | -11,0 % | 563.176 $ | -26.683 $ | -4,5 % |
| Phoenix Wealth Advisors | 590.305 $ | +86.210 $ | +17,1 % | 504.095 $ | -75.318 $ | -13,0 % | 579.413 $ | -1.035 $ | -0,2 % | |||
| SMITH, MOORE & CO. | 582.901 $ | +124.751 $ | +27,2 % | 458.150 $ | ||||||||
| CGN Advisors LLC | 572.393 $ | +34.297 $ | +6,4 % | 538.096 $ | -44.179 $ | -7,6 % | 582.275 $ | +137.476 $ | +30,9 % | 444.799 $ | +12.004 $ | +2,8 % |
| 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 % | |||
| United Advisor Group, LLC | 557.000 $ | +1.662 $ | +0,3 % | 555.338 $ | +17.516 $ | +3,3 % | ||||||
| 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 % | |||
| Clarity Retirement & Wealth, LLC | 533.084 $ | |||||||||||
| FIDUCIARY FINANCIAL ADVISORS | 531.024 $ | |||||||||||
| Almanack Investment Partners, LLC. | 527.294 $ | |||||||||||
| TRUSTMARK BANK TRUST DEPARTMENT | 383.386 $ | -130.357 $ | -25,4 % | 513.743 $ | +312.503 $ | +155,3 % | ||||||
| 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 % | |||
| Advisory Alpha, LLC | 475.249 $ | -27.082 $ | -5,4 % | 502.331 $ | +100.222 $ | +24,9 % | 402.109 $ | -22.910 $ | -5,4 % | |||
| CRA Financial Services, LLC | 416.662 $ | -28.611 $ | -6,4 % | 445.273 $ | +23.182 $ | +5,5 % | 422.091 $ | -55.768 $ | -11,7 % | 477.859 $ | +10.742 $ | +2,3 % |
| Capital Analysts, LLC | 476.000 $ | +378.000 $ | +385,7 % | 98.000 $ | +17.000 $ | +21,0 % | 81.000 $ | -3.000 $ | -3,6 % | |||
| Rossby Financial, LCC | 8.002 $ | -467.029 $ | -98,3 % | 475.031 $ | +468.339 $ | +6.998,5 % | 6.692 $ | |||||
| Carolina Wealth Management Inc | 454.539 $ | +24.376 $ | +5,7 % | 430.163 $ | ||||||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 445.806 $ | |||||||||||
| STUDIO INVESTMENT MANAGEMENT LLC | 389.919 $ | -44.665 $ | -10,3 % | 434.584 $ | +13.825 $ | +3,3 % | 420.759 $ | -19.167 $ | -4,4 % | 439.926 $ | +8.529 $ | +2,0 % |
| Gibbs Wealth Management | 437.428 $ | +74.797 $ | +20,6 % | 362.631 $ | +24.576 $ | +7,3 % | 338.055 $ | |||||
| OMNI 360 Wealth, Inc. | 434.403 $ | +152.446 $ | +54,1 % | 281.957 $ | ||||||||
| CIBC Bancorp USA Inc. | 376.667 $ | -57.442 $ | -13,2 % | 434.109 $ | ||||||||
| PFG Investments, LLC | 426.515 $ | +15.943 $ | +3,9 % | 410.572 $ | +161.851 $ | +65,1 % | 248.721 $ | -20.347 $ | -7,6 % | |||
| 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 % | |||
| 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 $ | ||||||||
| FOCUSED ALPHA, LLC | 400.466 $ | +70.346 $ | +21,3 % | 330.120 $ | -18.604 $ | -5,3 % | 348.724 $ | +79.293 $ | +29,4 % | 269.431 $ | ||
| Aventura Private Wealth, LLC | 357.713 $ | -39.494 $ | -9,9 % | 397.207 $ | +35.009 $ | +9,7 % | 362.198 $ | |||||
| WELCH & FORBES LLC | 386.580 $ | |||||||||||
| Eldridge Investment Advisors, Inc. | 353.501 $ | -14.454 $ | -3,9 % | 367.955 $ | -16.523 $ | -4,3 % | 384.478 $ | -60.994 $ | -13,7 % | |||
| Stokes Capital Advisors, LLC | 381.196 $ | |||||||||||
| Prospera Financial Services Inc | 376.390 $ | |||||||||||
| Diversify Advisory Services, LLC | 369.297 $ | |||||||||||
| SHEPHERD KAPLAN KROCHUK, LLC | 359.688 $ | +18.726 $ | +5,5 % | 340.962 $ | -15.311 $ | -4,3 % | 356.273 $ | +12.294 $ | +3,6 % | |||
| NavPoint Financial, Inc. | 358.608 $ | +19.232 $ | +5,7 % | 339.376 $ | +49.563 $ | +17,1 % | 289.813 $ | -30.220 $ | -9,4 % | 320.033 $ | +109.983 $ | +52,4 % |
| 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 $ | |||||||||||
| VALEN PRIVATE CAPITAL, LLC | 347.487 $ | |||||||||||
| CIBC Private Wealth Group LLC | 347.455 $ | -24.839 $ | -6,7 % | |||||||||
| LongView Wealth Management | 340.476 $ | -5.644 $ | -1,6 % | 346.120 $ | +4.093 $ | +1,2 % | 342.027 $ | +1.752 $ | +0,5 % | 340.275 $ | +6.535 $ | +2,0 % |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 344.799 $ | |||||||||||
| Legacy Wealth Managment, LLC/ID | 339.964 $ | |||||||||||
| Harvest Investment Services, LLC | 255.111 $ | -6.644 $ | -2,5 % | 261.755 $ | -73.712 $ | -22,0 % | 335.467 $ | -3.210 $ | -0,9 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 319.777 $ | -9.952 $ | -3,0 % | 329.729 $ | +106.324 $ | +47,6 % | 223.405 $ | |||||
| Independence Asset Advisors, LLC | 329.195 $ | +45.363 $ | +16,0 % | 283.832 $ | +4.961 $ | +1,8 % | 278.871 $ | +32.701 $ | +13,3 % | 246.170 $ | -2.436 $ | -1,0 % |
| Sankala Group LLC | 327.956 $ | +169.531 $ | +107,0 % | 158.425 $ | +2.701 $ | +1,7 % | 155.724 $ | |||||
| Third View Private Wealth, LLC | 325.274 $ | |||||||||||
| Legacy Capital Wealth Partners, LLC | 322.754 $ | +17.309 $ | +5,7 % | 305.445 $ | +54.590 $ | +21,8 % | 250.855 $ | |||||
| WBI INVESTMENTS, LLC | 318.706 $ | |||||||||||
| Arax Advisory Partners | 317.687 $ | |||||||||||
| HARBOR CAPITAL ADVISORS, INC. | 310.000 $ | +202.000 $ | +187,0 % | 108.000 $ | ||||||||
| Trajan Wealth LLC | 272.715 $ | -35.959 $ | -11,6 % | 308.674 $ | +52.184 $ | +20,3 % | 256.490 $ | -32.625 $ | -11,3 % | |||
| EASTERN BANK | 305.986 $ | +59.589 $ | +24,2 % | 246.397 $ | +15.124 $ | +6,5 % | 231.273 $ | +87.863 $ | +61,3 % | 143.410 $ | +23.775 $ | +19,9 % |
| Investmark Advisory Group LLC | 301.371 $ | +6.292 $ | +2,1 % | 295.079 $ | +30.838 $ | +11,7 % | 264.241 $ | -32.176 $ | -10,9 % | 296.417 $ | -530 $ | -0,2 % |
| PRIMORIS WEALTH ADVISORS, LLC | 299.710 $ | |||||||||||
| EP Wealth Advisors, LLC | 239.870 $ | +13.584 $ | +6,0 % | 226.286 $ | -70.815 $ | -23,8 % | 297.101 $ | |||||
| AQR CAPITAL MANAGEMENT LLC | 293.756 $ | +42.901 $ | +17,1 % | 250.855 $ | ||||||||
| Family Office Research LLC | 286.616 $ | +31.075 $ | +12,2 % | 255.541 $ | +1.425 $ | +0,6 % | 254.116 $ | |||||
| Focus 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 % | |||
| JONES FINANCIAL COMPANIES LLLP | 270.270 $ | +174.586 $ | +182,5 % | 95.684 $ | +32.774 $ | +52,1 % | 62.910 $ | +24.699 $ | +64,6 % | |||
| REGIMEN WEALTH, LLC | 268.402 $ | +54.464 $ | +25,5 % | 213.938 $ | -21.728 $ | -9,2 % | 235.666 $ | |||||
| IFG Advisory, LLC | 267.734 $ | +73.111 $ | +37,6 % | 194.623 $ | -6.545 $ | -3,3 % | ||||||
| FIDELITY D & D BANCORP INC | 265.442 $ | +38.766 $ | +17,1 % | 226.676 $ | -27.602 $ | -10,9 % | 254.278 $ | -455 $ | -0,2 % | |||
| RWA WEALTH PARTNERS, LLC | 264.060 $ | |||||||||||
| Savvy Advisors, Inc. | 231.171 $ | -28.056 $ | -10,8 % | 259.227 $ | ||||||||
| FIDUCIENT ADVISORS LLC | 253.410 $ | |||||||||||
| PARTNERS WEALTH MANAGEMENT, LLC | 250.522 $ | |||||||||||
| COOKSON PEIRCE & CO INC | 243.867 $ | |||||||||||
| Markowski Investments | 239.896 $ | +12.866 $ | +5,7 % | 227.030 $ | ||||||||
| Upper Left Wealth Management, LLC | 239.768 $ | |||||||||||
| MARQUETTE ASSOCIATES, INC. | 236.771 $ | +34.578 $ | +17,1 % | 202.193 $ | -24.620 $ | -10,9 % | 226.813 $ | -406 $ | -0,2 % | |||
| CWA Asset Management Group, LLC | 236.565 $ | |||||||||||
| Keystone Financial Group | 208.791 $ | -26.982 $ | -11,4 % | 235.773 $ | -420 $ | -0,2 % | ||||||
| Crewe Advisors LLC | 230.906 $ | |||||||||||
| Parkside Financial Bank & Trust | 21.921 $ | -208.129 $ | -90,5 % | 230.050 $ | +19.657 $ | +9,3 % | 210.393 $ | +59.570 $ | +39,5 % | 150.823 $ | ||
| VERUS CAPITAL PARTNERS, LLC | 229.409 $ | |||||||||||
| PRESILIUM PRIVATE WEALTH, LLC | 224.774 $ | |||||||||||
| Frisch Financial Group, Inc. | 223.718 $ | +9.409 $ | +4,4 % | 214.309 $ | -383 $ | -0,2 % | ||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 203.284 $ | -5.243 $ | -2,5 % | 208.527 $ | -14.339 $ | -6,4 % | 222.866 $ | +17.870 $ | +8,7 % | |||
| BAR HARBOR WEALTH MANAGEMENT | 215.226 $ | -6.925 $ | -3,1 % | 222.151 $ | +3.677 $ | +1,7 % | 218.474 $ | -4.262 $ | -1,9 % | 222.736 $ | -3.364 $ | -1,5 % |
| GuidedMoney, LLC | 216.668 $ | |||||||||||
| Hennion & Walsh Asset Management, Inc. | 212.512 $ | |||||||||||
| MOR Wealth Management, LLC | 208.891 $ | |||||||||||
| US BANCORP \DE\ | 189.052 $ | +96.921 $ | +105,2 % | 92.131 $ | +81.682 $ | +781,7 % | 10.449 $ | -413 $ | -3,8 % | |||
| Ensign Peak Advisors, Inc | 181.908 $ | |||||||||||
| WHITTIER TRUST CO OF NEVADA INC | 150.896 $ | |||||||||||
| Center for Financial Planning, Inc. | 148.214 $ | |||||||||||
| Synergy Investment Management, LLC | 139.028 $ | -7.912 $ | -5,4 % | 146.940 $ | ||||||||
| ADIRONDACK TRUST CO | 112.412 $ | |||||||||||
| Atlantic Union Bankshares Corp | 16.871 $ | -75.384 $ | -81,7 % | 92.255 $ | +18.415 $ | +24,9 % | 73.840 $ | -2.915 $ | -3,8 % | |||
| UBS Group AG | 63.118 $ | -26.983 $ | -29,9 % | 90.101 $ | +5.597 $ | +6,6 % | 84.504 $ | -1.058.025 $ | -92,6 % | |||
| McIlrath & Eck, LLC | 86.806 $ | +2.996 $ | +3,6 % | |||||||||
| MAI Capital Management | 77.577 $ | +66.540 $ | +602,9 % | 11.037 $ | -4.830 $ | -30,4 % | ||||||
| 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 % | |||
| Regatta Research & Money Management | 67.249 $ | |||||||||||
| TOTH FINANCIAL ADVISORY CORP | 61.904 $ | -1.026 $ | -1,6 % | 62.930 $ | +1.970 $ | +3,2 % | 60.960 $ | -584 $ | -0,9 % | 61.544 $ | +864 $ | +1,4 % |
| 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 % | |||
| Balance Wealth Partners LLC | 57.554 $ | |||||||||||
| 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 % | ||||||
| Litman Gregory Wealth Management LLC | 49.392 $ | |||||||||||
| Latitude Advisors, LLC | 45.269 $ | |||||||||||
| Strategic Wealth Partners, Ltd. | 43.417 $ | -847 $ | -1,9 % | 44.264 $ | -669 $ | -1,5 % | ||||||
| SIMPLEX TRADING, LLC | 44.010 $ | +34.707 $ | +373,1 % | 9.303 $ | ||||||||
| Signature Equity Partners, LLC | 43.198 $ | |||||||||||
| MATHER GROUP, LLC. | 42.735 $ | +7.175 $ | +20,2 % | 35.560 $ | -2.024 $ | -5,4 % | 37.584 $ | -755 $ | -2,0 % | |||
| 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 $ | ||||||||
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 36.000 $ | |||||||||||
| Ankerstar Wealth, LLC | 1.042 $ | -32.707 $ | -96,9 % | 33.749 $ | ||||||||
| Manchester Capital Management LLC | 33.144 $ | +1.777 $ | +5,7 % | 31.367 $ | +4.581 $ | +17,1 % | 26.786 $ | -3.261 $ | -10,9 % | 30.047 $ | ||
| AdvisorNet Financial, Inc | 15.748 $ | +2.300 $ | +17,1 % | 13.448 $ | -19.523 $ | -59,2 % | 32.971 $ | -59 $ | -0,2 % | |||
| 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 % | |||
| 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 $ | |||||||||||
| GPS Wealth Strategies Group, LLC | 26.439 $ | -732.961 $ | -96,5 % | |||||||||
| 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 % | |||
| Quest 10 Wealth Builders, Inc. | 20.157 $ | |||||||||||
| EverSource Wealth Advisors, LLC | 18.946 $ | |||||||||||
| Creative Capital Management Investments LLC | 16.803 $ | |||||||||||
| OLD SECOND NATIONAL BANK OF AURORA | 16.043 $ | +2.693 $ | +20,2 % | 13.350 $ | -760 $ | -5,4 % | 14.110 $ | +2.817 $ | +24,9 % | 11.293 $ | ||
| Pinnacle Bancorp, Inc. | 15.620 $ | |||||||||||
| TFC Financial Management, Inc. | 15.079 $ | -251 $ | -1,6 % | 15.330 $ | +480 $ | +3,2 % | 14.850 $ | -142 $ | -0,9 % | 14.992 $ | +211 $ | +1,4 % |
| DV EQUITIES, LLC | 14.494 $ | |||||||||||
| Barnes Dennig Private Wealth Management LLC | 14.082 $ | |||||||||||
| GK Wealth Management LLC | 12.561 $ | |||||||||||
| Horizon Investments, LLC | 6.108 $ | -5.472 $ | -47,3 % | 11.580 $ | ||||||||
| HIGHLINE WEALTH PARTNERS LLC | 10.578 $ | |||||||||||
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 10.499 $ | |||||||||||
| ROTHSCHILD INVESTMENT LLC | 9.613 $ | |||||||||||
| Acumen Wealth Advisors, LLC | 8.023 $ | |||||||||||
| Provenance Wealth Advisors, LLC | 7.504 $ | |||||||||||
| 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 $ | |||||
| Team Financial Group, LLC | 6.946 $ | |||||||||||
| 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 $ | |||||||||||
| Triumph Capital Management | 3.526 $ | |||||||||||
| Buck Wealth Strategies, LLC | 2.786 $ | +468 $ | +20,2 % | 2.318 $ | ||||||||
| Mowery & Schoenfeld Wealth Management, LLC | 2.507 $ | |||||||||||
| Root Financial Partners, LLC | 2.116 $ | +1.294 $ | +157,4 % | 822 $ | -847 $ | -50,7 % | ||||||
| Johnson Financial Group, Inc. | 1.862 $ | |||||||||||
| Signature Resources Capital Management, LLC | 1.622 $ | +1.006 $ | +163,3 % | 616 $ | ||||||||
| TD PRIVATE CLIENT WEALTH LLC | 1.446 $ | |||||||||||
| CoreCap Advisors, LLC | 1.167 $ | +63 $ | +5,7 % | 1.104 $ | ||||||||
| VANGUARD ADVISERS INC | 1.007 $ | |||||||||||
| Modern Wealth Management, LLC | 311 $ | |||||||||||
| HANTZ FINANCIAL SERVICES, INC. | 0 $ | |||||||||||
| Gesamt | 1.272.556.303 $ | +65.454.796 $ | +29,8 % | 6.242.529.918 $ | +659.463.694 $ | +37,1 % | 5.377.832.504 $ | +806.051.778 $ | +94,2 % | 4.451.819.653 $ | +753.123.728 $ | +90,0 % |
Keine Anlageberatung, keine individuelle Empfehlung.
Die hier gezeigten Zahlen sind eine aggregierte Auswertung öffentlich zugänglicher
aufsichtsrechtlicher Pflichtmeldungen und öffentlicher Register und stellen keine
Bewertung oder Empfehlung zu einzelnen Wertpapieren, Fonds oder Emittenten dar.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Keine Anlageberatung, keine individuelle Empfehlung.
Aggregierte Auswertung öffentlicher Pflichtmeldungen, keine Bewertung einzelner
Wertpapiere. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.