| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 1.660.848.576 $ | +567.629.494 $ | +96,0 % | 1.082.593.376 $ | +351.710.447 $ | +872,2 % | 581.833.325 $ | +226.228.029 $ | +511,3 % | 333.106.588 $ | +79.029.528 $ | +225,2 % | |
| RAYMOND JAMES FINANCIAL INC | 370.316.281 $ | +163.802.598 $ | +79,3 % | 206.513.683 $ | +119.107.781 $ | +136,3 % | 87.405.902 $ | +66.240.417 $ | +313,0 % | 21.165.485 $ | +20.811.305 $ | +5.875,9 % |
| LPL Financial LLC | 154.382.573 $ | +107.260.423 $ | +227,6 % | 47.122.150 $ | +43.216.202 $ | +1.106,4 % | 3.905.948 $ | +2.181.831 $ | +126,5 % | 1.724.117 $ | +246.713 $ | +16,7 % |
| Principle Wealth Partners LLC | 136.151.239 $ | +18.423.079 $ | +15,6 % | 117.728.160 $ | +7.224.790 $ | +6,5 % | 110.503.370 $ | +7.389.226 $ | +7,2 % | 103.114.144 $ | +7.115.491 $ | +7,4 % |
| BANK OF AMERICA CORP /DE/ | 130.616.245 $ | +28.031.860 $ | +27,3 % | 102.584.385 $ | +41.900.043 $ | +69,0 % | 60.684.342 $ | +43.492.544 $ | +253,0 % | 17.191.798 $ | ||
| COMMONWEALTH EQUITY SERVICES, LLC | 79.461.257 $ | +10.776.665 $ | +15,7 % | 68.684.592 $ | +1.394.276 $ | +2,1 % | 67.290.316 $ | +8.948.316 $ | +15,3 % | 58.342.000 $ | +9.324.000 $ | +19,0 % |
| Mariner, LLC | 57.777.098 $ | +29.295.698 $ | +102,9 % | 28.481.400 $ | ||||||||
| STIFEL FINANCIAL CORP | 57.624.148 $ | +9.357.933 $ | +19,4 % | 48.266.215 $ | +7.799.989 $ | +19,3 % | 40.466.226 $ | +34.909.422 $ | +628,2 % | 5.556.804 $ | +2.916.563 $ | +110,5 % |
| ENVESTNET ASSET MANAGEMENT INC | 50.396.904 $ | +38.454.038 $ | +322,0 % | 11.942.866 $ | +7.628.201 $ | +176,8 % | 4.314.665 $ | +1.079.996 $ | +33,4 % | 3.234.669 $ | +597.352 $ | +22,6 % |
| Bleakley Financial Group, LLC | 39.832.504 $ | +29.447.974 $ | +283,6 % | 10.384.530 $ | +5.693.302 $ | +121,4 % | 4.691.228 $ | +4.321.349 $ | +1.168,3 % | 369.879 $ | ||
| Advisor OS, LLC | 36.273.630 $ | +3.071.339 $ | +9,3 % | 33.202.291 $ | +8.859.096 $ | +36,4 % | 24.343.195 $ | +24.122.074 $ | +10.909,0 % | 221.121 $ | ||
| MJP ASSOCIATES INC /ADV | 36.273.630 $ | +3.033.812 $ | +9,1 % | 33.239.818 $ | +8.896.623 $ | +36,5 % | 24.343.195 $ | +24.122.074 $ | +10.909,0 % | 221.121 $ | ||
| HighTower Advisors, LLC | 31.924.791 $ | +6.255.032 $ | +24,4 % | 25.669.759 $ | +10.228.313 $ | +66,2 % | 15.441.446 $ | +1.261.842 $ | +8,9 % | 14.179.604 $ | +13.505.227 $ | +2.002,6 % |
| Integrated Wealth Concepts LLC | 28.574.899 $ | +11.147.564 $ | +64,0 % | 17.427.335 $ | +13.246.049 $ | +316,8 % | 4.181.286 $ | -7.862.784 $ | -65,3 % | 12.044.070 $ | +4.625.843 $ | +62,4 % |
| TRUIST FINANCIAL CORP | 23.206.829 $ | +17.777.625 $ | +327,4 % | 5.429.204 $ | ||||||||
| Steward Partners Investment Advisory, LLC | 13.165.475 $ | -8.925.938 $ | -40,4 % | 22.091.413 $ | +1.320.652 $ | +6,4 % | 20.770.761 $ | +3.372.548 $ | +19,4 % | 17.398.213 $ | +7.663.370 $ | +78,7 % |
| MML INVESTORS SERVICES, LLC | 21.931.900 $ | +19.010.746 $ | +650,8 % | 2.921.154 $ | +2.343.482 $ | +405,7 % | 577.672 $ | |||||
| SageView Advisory Group, LLC | 21.403.645 $ | -501.148 $ | -2,3 % | 21.904.793 $ | ||||||||
| GOLDMAN SACHS GROUP INC | 21.219.797 $ | +8.351.095 $ | +64,9 % | 12.868.702 $ | +12.448.320 $ | +2.961,2 % | 420.382 $ | |||||
| OSAIC HOLDINGS, INC. | 19.253.277 $ | +9.872.385 $ | +105,2 % | 9.380.892 $ | +6.104.658 $ | +186,3 % | 3.276.234 $ | -2.893.211 $ | -46,9 % | 6.169.445 $ | -4.746 $ | -0,1 % |
| Private Advisor Group, LLC | 16.077.174 $ | |||||||||||
| Trivium Point Advisory, LLC | 15.130.585 $ | +6.574.062 $ | +76,8 % | 8.556.523 $ | -1.319.505 $ | -13,4 % | 9.876.028 $ | +640.034 $ | +6,9 % | 9.235.994 $ | +6.115.572 $ | +196,0 % |
| SECURITY NATIONAL BANK OF SO DAK | 11.982.446 $ | |||||||||||
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 11.659.817 $ | |||||||||||
| CRUX WEALTH ADVISORS | 11.326.318 $ | +1.165.810 $ | +11,5 % | 10.160.508 $ | +394.407 $ | +4,0 % | 9.766.101 $ | +873.604 $ | +9,8 % | 8.892.497 $ | -839.685 $ | -8,6 % |
| Equitable Holdings, Inc. | 10.563.357 $ | +10.095.306 $ | +2.156,9 % | 468.051 $ | -16.208 $ | -3,3 % | 484.259 $ | +10.031 $ | +2,1 % | 474.228 $ | +429.293 $ | +955,4 % |
| Cambridge Investment Research Advisors, Inc. | 10.518.000 $ | +5.905.000 $ | +128,0 % | 4.613.000 $ | +3.628.000 $ | +368,3 % | 985.000 $ | +750.000 $ | +319,1 % | 235.000 $ | -100.000 $ | -29,9 % |
| StoneCrest Wealth Management, Inc. | 9.834.071 $ | +959.769 $ | +10,8 % | 8.874.302 $ | +235.977 $ | +2,7 % | 8.638.325 $ | +1.032.801 $ | +13,6 % | 7.605.524 $ | +470.984 $ | +6,6 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9.484.911 $ | +5.032.982 $ | +113,1 % | 4.451.929 $ | +4.440.512 $ | +38.893,9 % | ||||||
| JSF Financial, LLC | 8.855.877 $ | +3.317.224 $ | +59,9 % | 5.538.653 $ | +3.764.080 $ | +212,1 % | 1.774.573 $ | |||||
| Ruggaard & Associates LLC | 8.845.839 $ | +1.006.827 $ | +12,8 % | 7.839.012 $ | +143.953 $ | +1,9 % | 7.695.059 $ | |||||
| Merit Financial Group, LLC | 8.203.951 $ | +962.723 $ | +13,3 % | 7.241.228 $ | +317.985 $ | +4,6 % | 6.923.243 $ | +430.164 $ | +6,6 % | 6.493.079 $ | +620.758 $ | +10,6 % |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8.199.591 $ | +2.123.681 $ | +35,0 % | 6.075.910 $ | +2.437.266 $ | +67,0 % | 3.638.644 $ | +2.874.505 $ | +376,2 % | 764.139 $ | ||
| THRIVENT FINANCIAL FOR LUTHERANS | 7.472.000 $ | +1.026.000 $ | +15,9 % | 6.446.000 $ | ||||||||
| FAS Wealth Partners, Inc. | 7.148.951 $ | +1.610.056 $ | +29,1 % | 5.538.895 $ | +2.589.824 $ | +87,8 % | 2.949.071 $ | +735.189 $ | +33,2 % | 2.213.882 $ | +2.001.697 $ | +943,4 % |
| FAYEZ SAROFIM & CO | 7.112.319 $ | +634.762 $ | +9,8 % | 6.477.557 $ | -466.729 $ | -6,7 % | 6.944.286 $ | +143.837 $ | +2,1 % | 6.800.449 $ | +203.821 $ | +3,1 % |
| Kestra Advisory Services, LLC | 6.839.494 $ | +4.231.030 $ | +162,2 % | 2.608.464 $ | +520.758 $ | +24,9 % | 2.087.706 $ | +573.051 $ | +37,8 % | 1.514.655 $ | +543.576 $ | +56,0 % |
| MGO ONE SEVEN LLC | 6.835.527 $ | +919.894 $ | +15,6 % | 5.915.633 $ | ||||||||
| Intentional Wealth Strategies, LLC | 5.725.049 $ | -1.093.399 $ | -16,0 % | 6.818.448 $ | ||||||||
| JANE STREET GROUP, LLC | 6.409.279 $ | -241.917 $ | -3,6 % | 6.651.196 $ | +5.392.551 $ | +428,4 % | 1.258.645 $ | -172.893 $ | -12,1 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.728.485 $ | -1.594.223 $ | -25,2 % | 6.322.708 $ | +6.090.905 $ | +2.627,6 % | 231.803 $ | |||||
| Financial Partners Group, Inc | 6.073.925 $ | +2.284.886 $ | +60,3 % | 3.789.039 $ | +991.328 $ | +35,4 % | 2.797.711 $ | +781.462 $ | +38,8 % | 2.016.249 $ | +524.300 $ | +35,1 % |
| M&T BANK CORP | 5.188.073 $ | +250.204 $ | +5,1 % | 4.937.869 $ | ||||||||
| Maia Wealth LLC | 4.720.482 $ | +944.200 $ | +25,0 % | 3.776.282 $ | +9.074 $ | +0,2 % | 3.767.208 $ | +611.026 $ | +19,4 % | 3.156.182 $ | +826.822 $ | +35,5 % |
| NewEdge Advisors, LLC | 4.073.517 $ | +2.484.674 $ | +156,4 % | 1.588.843 $ | +1.347.424 $ | +558,1 % | 241.419 $ | |||||
| Noble Wealth Management PBC | 3.906.742 $ | +1.174.463 $ | +43,0 % | 2.732.279 $ | +676.299 $ | +32,9 % | 2.055.980 $ | +54.102 $ | +2,7 % | 2.001.878 $ | ||
| Concurrent Investment Advisors, LLC | 3.834.178 $ | |||||||||||
| &PARTNERS | 3.773.151 $ | +1.005.576 $ | +36,3 % | 2.767.575 $ | +134.765 $ | +5,1 % | 2.632.810 $ | +566.325 $ | +27,4 % | 2.066.485 $ | +169.192 $ | +8,9 % |
| BROWN ADVISORY INC | 3.738.671 $ | |||||||||||
| Sanctuary Advisors, LLC | 3.125.817 $ | +415.827 $ | +15,3 % | 2.709.990 $ | +351.452 $ | +14,9 % | 2.358.538 $ | -1.214.152 $ | -34,0 % | 3.572.690 $ | +2.086.057 $ | +140,3 % |
| BESSEMER GROUP INC | 3.572.000 $ | +51.000 $ | +1,4 % | 3.521.000 $ | +3.481.000 $ | +8.702,5 % | 40.000 $ | |||||
| American Alpha Advisors, LLC | 3.493.643 $ | +1.089.819 $ | +45,3 % | 2.403.824 $ | +492.248 $ | +25,8 % | 1.911.576 $ | +366.758 $ | +23,7 % | 1.544.818 $ | +667.486 $ | +76,1 % |
| Cetera Investment Advisers | 3.490.428 $ | +206.302 $ | +6,3 % | 3.284.126 $ | ||||||||
| Next Level Private LLC | 3.225.254 $ | +784.088 $ | +32,1 % | 2.441.166 $ | +1.139.474 $ | +87,5 % | 1.301.692 $ | +526.131 $ | +67,8 % | 775.561 $ | +76.383 $ | +10,9 % |
| FULTON BANK, N.A. | 3.184.678 $ | +73.269 $ | +2,4 % | 3.111.409 $ | ||||||||
| Sugar Maple Asset Management, LLC | 3.140.959 $ | +858.860 $ | +37,6 % | 2.282.099 $ | +1.084.182 $ | +90,5 % | 1.197.917 $ | |||||
| IFP Advisors, Inc | 3.076.827 $ | +637.559 $ | +26,1 % | 2.439.268 $ | +256.558 $ | +11,8 % | 2.182.710 $ | +2.115.990 $ | +3.171,4 % | 66.720 $ | ||
| MORGAN STANLEY | 3.031.285 $ | +316.511 $ | +11,7 % | 2.714.774 $ | +2.106.988 $ | +346,7 % | 607.786 $ | +158.203 $ | +35,2 % | 449.583 $ | +110.350 $ | +32,5 % |
| GGM Financial LLC | 3.020.493 $ | +1.084.055 $ | +56,0 % | 1.936.438 $ | +802.104 $ | +70,7 % | 1.134.334 $ | |||||
| OLD MISSION CAPITAL LLC | 1.947.361 $ | -1.013.943 $ | -34,2 % | 2.961.304 $ | ||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 1.795.538 $ | -1.015.558 $ | -36,1 % | 2.811.096 $ | +2.746.272 $ | +4.236,5 % | 64.824 $ | |||||
| CITADEL ADVISORS LLC | 1.536.419 $ | +335.293 $ | +27,9 % | 1.201.126 $ | -1.541.465 $ | -56,2 % | 2.742.591 $ | +2.213.069 $ | +417,9 % | |||
| PARK AVENUE SECURITIES LLC | 2.619.000 $ | +570.000 $ | +27,8 % | 2.049.000 $ | +476.000 $ | +30,3 % | 1.573.000 $ | +369.000 $ | +30,6 % | 1.204.000 $ | ||
| Rodgers & Associates, LTD | 931.856 $ | +98.365 $ | +11,8 % | 833.491 $ | -1.698.056 $ | -67,1 % | 2.531.547 $ | |||||
| JPMORGAN CHASE & CO | 2.428.669 $ | +1.089.424 $ | +81,3 % | 1.339.245 $ | +540.230 $ | +67,6 % | 799.015 $ | |||||
| Global Retirement Partners, LLC | 2.209.103 $ | +2.177.198 $ | +6.824,0 % | 31.905 $ | +661 $ | +2,1 % | 31.244 $ | +936 $ | +3,1 % | |||
| Trilogy Capital Inc. | 2.154.648 $ | +1.243.865 $ | +136,6 % | 910.783 $ | ||||||||
| SMITH, MOORE & CO. | 2.143.766 $ | +244.393 $ | +12,9 % | 1.899.373 $ | +424.286 $ | +28,8 % | 1.475.087 $ | -156.801 $ | -9,6 % | 1.631.888 $ | -167.853 $ | -9,3 % |
| Belpointe Asset Management LLC | 2.072.660 $ | +34.275 $ | +1,7 % | 2.038.385 $ | ||||||||
| Key Client Fiduciary Advisors, LLC | 2.055.671 $ | +169.687 $ | +9,0 % | |||||||||
| FIDUCIARY TRUST CO | 2.026.293 $ | -19.359 $ | -0,9 % | 2.045.652 $ | ||||||||
| Johnson Financial Group, LLC | 1.978.708 $ | |||||||||||
| WELLS FARGO & COMPANY/MN | 1.280.592 $ | -566.763 $ | -30,7 % | 1.847.355 $ | +1.022.835 $ | +124,1 % | 824.520 $ | -96.723 $ | -10,5 % | 921.243 $ | -1.060.738 $ | -53,5 % |
| FIFTH THIRD BANCORP | 1.828.291 $ | +225.083 $ | +14,0 % | 1.603.208 $ | +1.567.114 $ | +4.341,8 % | 36.094 $ | +748 $ | +2,1 % | 35.346 $ | +1.059 $ | +3,1 % |
| OPPENHEIMER & CO INC | 1.743.221 $ | +430.618 $ | +32,8 % | 1.312.603 $ | +497.460 $ | +61,0 % | 815.143 $ | |||||
| FCG Investment Co | 1.729.811 $ | |||||||||||
| KEYBANK NATIONAL ASSOCIATION/OH | 348.056 $ | -1.377.355 $ | -79,8 % | 1.725.411 $ | ||||||||
| INTEGRITY ALLIANCE, LLC. | 1.700.267 $ | +202.759 $ | +13,5 % | 1.497.508 $ | +974.515 $ | +186,3 % | 522.993 $ | +321.316 $ | +159,3 % | |||
| Copper Harbor Investment Advisors, LLC | 1.696.517 $ | |||||||||||
| ROYAL BANK OF CANADA | 1.651.000 $ | -4.000 $ | -0,2 % | 1.655.000 $ | +1.455.000 $ | +727,5 % | 200.000 $ | +3.000 $ | +1,5 % | 197.000 $ | -489.000 $ | -71,3 % |
| Cerity Partners LLC | 1.617.667 $ | +847.989 $ | +110,2 % | 769.678 $ | ||||||||
| COLLECTIVE FAMILY OFFICE LLC | 1.583.253 $ | |||||||||||
| Parkside Financial Bank & Trust | 1.511.412 $ | |||||||||||
| Clearstead Advisors, LLC | 1.438.165 $ | -72.501 $ | -4,8 % | 1.510.666 $ | +1.481.791 $ | +5.131,7 % | 28.875 $ | |||||
| KFA Private Wealth Group, LLC | 1.466.195 $ | +616.832 $ | +72,6 % | 849.363 $ | +71.638 $ | +9,2 % | 777.725 $ | |||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.382.082 $ | -76.390 $ | -5,2 % | 1.458.472 $ | ||||||||
| INSIGNEO ADVISORY SERVICES, LLC | 1.405.341 $ | +103.356 $ | +7,9 % | 1.301.985 $ | +193.479 $ | +17,5 % | 1.108.506 $ | +290.936 $ | +35,6 % | 817.570 $ | +34.997 $ | +4,5 % |
| GTS SECURITIES LLC | 878.476 $ | -427.513 $ | -32,7 % | 1.305.989 $ | -47.362 $ | -3,5 % | 1.353.351 $ | +881.807 $ | +187,0 % | 471.544 $ | -225.611 $ | -32,4 % |
| Legacy Capital Wealth Partners, LLC | 1.338.251 $ | +415.240 $ | +45,0 % | 923.011 $ | +581.359 $ | +170,2 % | 341.652 $ | |||||
| FIRST FINANCIAL BANKSHARES INC | 1.337.441 $ | |||||||||||
| UBS Group AG | 350.829 $ | -967.794 $ | -73,4 % | 1.318.623 $ | +1.290.251 $ | +4.547,6 % | 28.372 $ | -329.154 $ | -92,1 % | 357.526 $ | +126.031 $ | +54,4 % |
| Plante Moran Financial Advisors, LLC | 1.312.163 $ | |||||||||||
| TWIN FOCUS CAPITAL PARTNERS, LLC | 1.308.980 $ | +16.896 $ | +1,3 % | 1.292.084 $ | ||||||||
| HighPoint Advisor Group LLC | 1.291.656 $ | +373.351 $ | +40,7 % | 918.305 $ | ||||||||
| Krilogy Financial LLC | 1.286.171 $ | +514.265 $ | +66,6 % | 771.906 $ | +10.364 $ | +1,4 % | 761.542 $ | |||||
| Smithfield Trust Co | 1.246.000 $ | +71.000 $ | +6,0 % | 1.175.000 $ | +179.000 $ | +18,0 % | 996.000 $ | |||||
| Janney Montgomery Scott LLC | 1.232.000 $ | +937.000 $ | +317,6 % | 295.000 $ | ||||||||
| Baron Wealth Management LLC | 1.085.723 $ | +267.271 $ | +32,7 % | 818.452 $ | +202.183 $ | +32,8 % | 616.269 $ | |||||
| Capital Analysts, LLC | 1.058.000 $ | -9.000 $ | -0,8 % | 1.067.000 $ | ||||||||
| LEVEL FOUR ADVISORY SERVICES, LLC | 938.122 $ | -104.783 $ | -10,0 % | 1.042.905 $ | +797.106 $ | +324,3 % | 245.799 $ | |||||
| NORTHERN TRUST CORP | 1.008.820 $ | |||||||||||
| Cresset Asset Management, LLC | 584.578 $ | -373.401 $ | -39,0 % | 957.979 $ | +435.710 $ | +83,4 % | 522.269 $ | |||||
| 5T Wealth, LLC | 944.104 $ | +113.035 $ | +13,6 % | 831.069 $ | +111.552 $ | +15,5 % | 719.517 $ | |||||
| FRANKLIN RESOURCES INC | 917.745 $ | +11.845 $ | +1,3 % | 905.900 $ | ||||||||
| Advisory Services Network, LLC | 914.819 $ | +499.539 $ | +120,3 % | 415.280 $ | +317.282 $ | +323,8 % | 97.998 $ | |||||
| LAUREL OAK WEALTH MANAGEMENT, LLC | 913.813 $ | +591.434 $ | +183,5 % | 322.379 $ | ||||||||
| COFG Advisors, LLC | 903.125 $ | |||||||||||
| Focus Partners Wealth | 846.199 $ | +19.469 $ | +2,4 % | 826.730 $ | ||||||||
| Trademark Financial Management, LLC | 841.202 $ | +338.791 $ | +67,4 % | 502.411 $ | +79.532 $ | +18,8 % | 422.879 $ | +64.843 $ | +18,1 % | 358.036 $ | +63.995 $ | +21,8 % |
| Investment Insight Wealth Management, LLC | 774.976 $ | +126.030 $ | +19,4 % | 648.946 $ | +259.696 $ | +66,7 % | 389.250 $ | |||||
| CAPTRUST FINANCIAL ADVISORS | 765.591 $ | +9.894 $ | +1,3 % | 755.697 $ | ||||||||
| Kaydan Wealth Management, Inc. | 753.253 $ | +67.226 $ | +9,8 % | 686.027 $ | -49.430 $ | -6,7 % | 735.457 $ | +15.233 $ | +2,1 % | 720.224 $ | +21.587 $ | +3,1 % |
| Northstar Financial Companies, Inc. | 748.484 $ | |||||||||||
| Northwest Bancshares, Inc. | 739.278 $ | |||||||||||
| Meramec Financial Planners, LLC | 729.485 $ | +364.125 $ | +99,7 % | 365.360 $ | +1.869 $ | +0,5 % | 363.491 $ | |||||
| BXM Wealth LLC | 682.526 $ | +212.860 $ | +45,3 % | 469.666 $ | +210.662 $ | +81,3 % | 259.004 $ | |||||
| HUB Investment Partners, LLC | 679.892 $ | +20.236 $ | +3,1 % | 659.656 $ | ||||||||
| Essex Financial Services, Inc. | 661.735 $ | +11.819 $ | +1,8 % | 649.916 $ | ||||||||
| Corient Private Wealth LP | 584.007 $ | -64.289 $ | -9,9 % | 648.296 $ | ||||||||
| FLPUTNAM INVESTMENT MANAGEMENT CO | 645.791 $ | +8.336 $ | +1,3 % | 637.455 $ | ||||||||
| POSTROCK PARTNERS LLC | 638.872 $ | +14.699 $ | +2,4 % | 624.173 $ | ||||||||
| Creative Planning | 333.723 $ | -265.250 $ | -44,3 % | 598.973 $ | ||||||||
| NCM Capital Management, LLC | 586.075 $ | +224.223 $ | +62,0 % | 361.852 $ | ||||||||
| Bison Wealth, LLC | 585.399 $ | |||||||||||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 581.483 $ | +10.649 $ | +1,9 % | 570.834 $ | ||||||||
| Blueprint Financial Advisors LLC | 553.188 $ | +55.582 $ | +11,2 % | 497.606 $ | +36.217 $ | +7,8 % | 461.389 $ | |||||
| Blueprint Investment Partners LLC | 553.188 $ | +55.582 $ | +11,2 % | 497.606 $ | +36.217 $ | +7,8 % | 461.389 $ | |||||
| S&A Financial Services, Inc. | 546.339 $ | |||||||||||
| WHITTIER TRUST CO OF NEVADA INC | 544.085 $ | +12.995 $ | +2,4 % | 531.090 $ | +475.906 $ | +862,4 % | 55.184 $ | |||||
| Symphony Financial Services, Inc. | 531.042 $ | +35.503 $ | +7,2 % | 495.539 $ | -45.464 $ | -8,4 % | 541.003 $ | +6.212 $ | +1,2 % | 534.791 $ | +3.124 $ | +0,6 % |
| Sigma Planning Corp | 498.309 $ | -14.262 $ | -2,8 % | 512.571 $ | ||||||||
| TRUST CO OF VERMONT | 505.134 $ | |||||||||||
| Qube Research & Technologies Ltd | 493.542 $ | |||||||||||
| CITIGROUP INC | 491.473 $ | |||||||||||
| Greenwich Wealth Management LLC | 491.000 $ | +8.000 $ | +1,7 % | 483.000 $ | ||||||||
| TRANSCEND CAPITAL ADVISORS, LLC | 487.866 $ | |||||||||||
| PCG Wealth Advisors, LLC | 449.436 $ | |||||||||||
| FIDUCIENT ADVISORS LLC | 410.755 $ | -38.297 $ | -8,5 % | 449.052 $ | ||||||||
| ZWJ INVESTMENT COUNSEL INC | 421.219 $ | |||||||||||
| Fortis Capital Advisors, LLC | 415.410 $ | +9.557 $ | +2,4 % | 405.853 $ | ||||||||
| Arlington Trust Co LLC | 412.887 $ | +253.161 $ | +158,5 % | 159.726 $ | ||||||||
| NTV ASSET MANAGEMENT LLC | 338.853 $ | -73.928 $ | -17,9 % | 412.781 $ | ||||||||
| JB Capital LLC | 409.269 $ | +3.133 $ | +0,8 % | 406.136 $ | ||||||||
| Rockefeller Capital Management L.P. | 30.251 $ | -369.217 $ | -92,4 % | 399.468 $ | ||||||||
| TOWER BRIDGE ADVISORS | 394.486 $ | |||||||||||
| Bienville Capital Management, LLC | 389.671 $ | |||||||||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 382.590 $ | +127.336 $ | +49,9 % | 255.254 $ | ||||||||
| Patriot Financial Group Insurance Agency, LLC | 372.024 $ | |||||||||||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 368.071 $ | +4.751 $ | +1,3 % | 363.320 $ | ||||||||
| HRT FINANCIAL LP | 361.000 $ | |||||||||||
| FIRST MANHATTAN CO. LLC. | 360.453 $ | +8.293 $ | +2,4 % | 352.160 $ | ||||||||
| CERTUITY, LLC | 348.108 $ | +4.494 $ | +1,3 % | 343.614 $ | ||||||||
| MN Wealth Advisors, LLC | 346.510 $ | |||||||||||
| US BANCORP \DE\ | 337.761 $ | +48 $ | +0,0 % | 337.713 $ | +138.002 $ | +69,1 % | 199.711 $ | |||||
| COMERICA BANK | 250.936 $ | -70.071 $ | -21,8 % | 321.007 $ | ||||||||
| FLAGSHIP HARBOR ADVISORS, LLC | 319.785 $ | +10.835 $ | +3,5 % | 308.950 $ | ||||||||
| Pathstone Holdings, LLC | 316.324 $ | +4.083 $ | +1,3 % | 312.241 $ | ||||||||
| Newman Dignan & Sheerar, Inc. | 313.545 $ | +6.036 $ | +2,0 % | 307.509 $ | ||||||||
| Washington Trust Advisors, Inc. | 307.440 $ | |||||||||||
| ROTHSCHILD INVESTMENT LLC | 305.253 $ | +4.950 $ | +1,6 % | 300.303 $ | ||||||||
| Essex Bank | 281.195 $ | +16.453 $ | +6,2 % | 264.742 $ | -39.818 $ | -13,1 % | 304.560 $ | +12.908 $ | +4,4 % | 291.652 $ | +12.385 $ | +4,4 % |
| Harborfront Financial Group LLC | 301.912 $ | |||||||||||
| Clean Yield Group | 278.408 $ | +3.595 $ | +1,3 % | 274.813 $ | ||||||||
| MONECO ADVISORS, LLC | 276.741 $ | |||||||||||
| TIAA TRUST, NATIONAL ASSOCIATION | 275.387 $ | |||||||||||
| Signature Resources Capital Management, LLC | 270.780 $ | +3.800 $ | +1,4 % | 266.980 $ | ||||||||
| Cypress Capital Group | 257.928 $ | +252 $ | +0,1 % | 257.676 $ | ||||||||
| Radnor Capital Management, LLC | 246.179 $ | |||||||||||
| Capstone Financial Advisors, Inc. | 241.941 $ | |||||||||||
| SILVER OAK SECURITIES, INCORPORATED | 231.911 $ | +20.698 $ | +9,8 % | 211.213 $ | -16.652 $ | -7,3 % | 227.865 $ | +6.123 $ | +2,8 % | 221.742 $ | +6.646 $ | +3,1 % |
| Waldron Private Wealth LLC | 231.869 $ | +2.993 $ | +1,3 % | 228.876 $ | ||||||||
| Perigon Wealth Management, LLC | 230.746 $ | |||||||||||
| CATALYST FINANCIAL PARTNERS LLC | 230.132 $ | +18.345 $ | +8,7 % | 211.787 $ | +6.996 $ | +3,4 % | 204.791 $ | |||||
| PRINCIPAL SECURITIES, INC. | 229.674 $ | +2.964 $ | +1,3 % | 226.710 $ | ||||||||
| BridgePort Financial Solutions, LLC | 227.808 $ | +20.332 $ | +9,8 % | 207.476 $ | -14.949 $ | -6,7 % | 222.425 $ | +4.607 $ | +2,1 % | 217.818 $ | ||
| Laird Norton Wetherby Trust Company, LLC | 226.408 $ | +14.402 $ | +6,8 % | 212.006 $ | +4.201 $ | +2,0 % | 207.805 $ | |||||
| PRIVATE TRUST CO NA | 216.730 $ | |||||||||||
| Balentine LLC | 212.958 $ | |||||||||||
| First Command Advisory Services, Inc. | 206.408 $ | |||||||||||
| TWO SIGMA SECURITIES, LLC | 205.291 $ | |||||||||||
| NorthRock Partners, LLC | 205.239 $ | |||||||||||
| BENJAMIN EDWARDS INC | 205.179 $ | |||||||||||
| LYELL WEALTH MANAGEMENT, LP | 204.605 $ | |||||||||||
| Beaumont Financial Advisors, LLC | 204.304 $ | |||||||||||
| Lido Advisors, LLC | 204.226 $ | |||||||||||
| AQR CAPITAL MANAGEMENT LLC | 200.205 $ | |||||||||||
| Concord Wealth Partners | 167.008 $ | -22.948 $ | -12,1 % | 189.956 $ | +4.021 $ | +2,2 % | 185.935 $ | +6.233 $ | +3,5 % | |||
| WOLFF WIESE MAGANA LLC | 172.245 $ | +4.956 $ | +3,0 % | 167.289 $ | ||||||||
| Guardian Partners Inc. | 170.557 $ | |||||||||||
| SouthState Bank Corp | 162.089 $ | +4.824 $ | +3,1 % | 157.265 $ | ||||||||
| 1620 INVESTMENT ADVISORS, INC. | 158.474 $ | |||||||||||
| CoreCap Advisors, LLC | 156.282 $ | +13.948 $ | +9,8 % | 142.334 $ | -10.256 $ | -6,7 % | 152.590 $ | +3.161 $ | +2,1 % | 149.429 $ | +4.479 $ | +3,1 % |
| FMR LLC | 146.375 $ | +5.303 $ | +3,8 % | 141.072 $ | +105.855 $ | +300,6 % | 35.217 $ | +729 $ | +2,1 % | 34.488 $ | -15.461 $ | -31,0 % |
| BOK Financial Private Wealth, Inc. | 90.485 $ | -52.077 $ | -36,5 % | 142.562 $ | ||||||||
| Clarity Asset Management, Inc. | 128.487 $ | |||||||||||
| ST GERMAIN D J CO INC | 125.182 $ | |||||||||||
| ADG Wealth Management Group, LLC | 119.382 $ | |||||||||||
| MassMutual Private Wealth & Trust, FSB | 95.343 $ | |||||||||||
| PROSPERITY BANCSHARES INC | 88.882 $ | +77.285 $ | +666,4 % | 11.597 $ | +250 $ | +2,2 % | 11.347 $ | |||||
| Cape Investment Advisory, Inc. | 87.756 $ | |||||||||||
| Atlantic Union Bankshares Corp | 41.863 $ | +4.788 $ | +12,9 % | 37.075 $ | -13.710 $ | -27,0 % | 50.785 $ | -33.477 $ | -39,7 % | 84.262 $ | ||
| Fourth Dimension Wealth, LLC | 66.210 $ | |||||||||||
| Morse Asset Management, Inc | 62.186 $ | +1.198 $ | +2,0 % | 60.988 $ | ||||||||
| ASSETMARK, INC | 60.018 $ | |||||||||||
| Farther Finance Advisors, LLC | 47.098 $ | +8.594 $ | +22,3 % | 38.504 $ | +573 $ | +1,5 % | 37.931 $ | |||||
| HUNTINGTON NATIONAL BANK | 45.099 $ | +4.025 $ | +9,8 % | 41.074 $ | ||||||||
| NATIONAL BANK OF CANADA /FI/ | 40.625 $ | +21.947 $ | +117,5 % | 18.678 $ | ||||||||
| Golden State Wealth Management, LLC | 37.116 $ | +3.312 $ | +9,8 % | 33.804 $ | -2.435 $ | -6,7 % | 36.239 $ | +750 $ | +2,1 % | 35.489 $ | +1.064 $ | +3,1 % |
| HARBOUR INVESTMENTS, INC. | 35.240 $ | +3.523 $ | +11,1 % | 31.717 $ | +21.589 $ | +213,2 % | 10.128 $ | +426 $ | +4,4 % | 9.702 $ | +415 $ | +4,5 % |
| Avion Wealth | 30.000 $ | |||||||||||
| Allworth Financial LP | 24.903 $ | -1.794 $ | -6,7 % | 26.697 $ | ||||||||
| FSA Wealth Management LLC | 26.144 $ | |||||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 24.983 $ | |||||||||||
| MAI Capital Management | 24.111 $ | +722 $ | +3,1 % | |||||||||
| Wilmington Savings Fund Society, FSB | 20.451 $ | +1.301 $ | +6,8 % | 19.150 $ | +397 $ | +2,1 % | 18.753 $ | |||||
| JONES FINANCIAL COMPANIES LLLP | 8.823 $ | -3.449 $ | -28,1 % | 12.272 $ | ||||||||
| GHP Investment Advisors, Inc. | 11.864 $ | |||||||||||
| Blue Trust, Inc. | 10.203 $ | |||||||||||
| SITTNER & NELSON, LLC | 8.909 $ | |||||||||||
| SWAN Capital LLC | 4.052 $ | |||||||||||
| Center for Financial Planning, Inc. | 2.674 $ | +51 $ | +1,9 % | 2.623 $ | ||||||||
| 1.660.848.576 $ | +567.629.494 $ | +96,0 % | 1.082.593.376 $ | +351.710.447 $ | +872,2 % | 581.833.325 $ | +226.228.029 $ | +511,3 % | 333.106.588 $ | +79.029.528 $ | +225,2 % | |