| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 12.844.324 $ | +1.624.817 $ | +1.573,2 % | 6.974.226.003 $ | +1.340.840.970 $ | +47,6 % | 5.554.428.857 $ | +231.586.839 $ | +123,2 % | 5.330.108.232 $ | +429.329.930 $ | +71,6 % | |
| MORGAN STANLEY | 1.219.190.270 $ | +338.456.994 $ | +38,4 % | 880.733.276 $ | +222.569.755 $ | +33,8 % | 658.163.521 $ | +88.156.430 $ | +15,5 % | |||
| Fisher Asset Management, LLC | 453.823.787 $ | +8.062.376 $ | +1,8 % | 445.761.411 $ | -690.471.986 $ | -60,8 % | 1.136.233.397 $ | +8.280.340 $ | +0,7 % | |||
| GOLDMAN SACHS GROUP INC | 650.130.883 $ | +163.999.341 $ | +33,7 % | 486.131.542 $ | +274.445.230 $ | +129,6 % | 211.686.312 $ | +26.834.996 $ | +14,5 % | |||
| FMR LLC | 570.945.751 $ | +131.289.070 $ | +29,9 % | 439.656.681 $ | +7.261.070 $ | +1,7 % | 432.395.611 $ | +74.824.622 $ | +20,9 % | |||
| Mondrian Investment Partners LTD | 267.518.436 $ | +15.606.230 $ | +6,2 % | 251.912.206 $ | -36.816.752 $ | -12,8 % | 288.728.958 $ | +5.883.526 $ | +2,1 % | |||
| BlackRock, Inc. | 244.916.970 $ | +65.839.106 $ | +36,8 % | 179.077.864 $ | +4.724.597 $ | +2,7 % | 174.353.267 $ | +30.494.725 $ | +21,2 % | |||
| Chevy Chase Trust Holdings, LLC | 193.247.824 $ | +37.407.397 $ | +24,0 % | 155.840.427 $ | -7.922.521 $ | -4,8 % | 163.762.948 $ | +17.237.842 $ | +11,8 % | |||
| Capital International Investors | 192.448.233 $ | +30.655.030 $ | +18,9 % | 161.793.203 $ | -13.046.219 $ | -7,5 % | 174.839.422 $ | +25.335.654 $ | +16,9 % | |||
| NORTHERN TRUST CORP | 178.962.195 $ | +28.127.581 $ | +18,6 % | 150.834.614 $ | +1.330.439 $ | +0,9 % | 149.504.175 $ | +14.898.751 $ | +11,1 % | |||
| BNP PARIBAS FINANCIAL MARKETS | 153.710.541 $ | -18.810.426 $ | -10,9 % | 172.520.967 $ | +170.789.959 $ | +9.866,5 % | 1.731.008 $ | +440.071 $ | +34,1 % | |||
| BANK OF AMERICA CORP /DE/ | 166.141.269 $ | +37.400.440 $ | +29,1 % | 128.740.829 $ | +67.576.311 $ | +110,5 % | 61.164.518 $ | +15.908.009 $ | +35,2 % | |||
| DIMENSIONAL FUND ADVISORS LP | 149.096.910 $ | +26.517.491 $ | +21,6 % | 122.579.419 $ | -5.008.708 $ | -3,9 % | 127.588.127 $ | +13.157.914 $ | +11,5 % | |||
| CITIGROUP INC | 115.052.665 $ | +28.449.343 $ | +32,9 % | 86.603.322 $ | +79.631.134 $ | +1.142,1 % | 6.972.188 $ | -8.553.523 $ | -55,1 % | |||
| LAZARD ASSET MANAGEMENT LLC | 113.170.462 $ | +18.552.771 $ | +19,6 % | 94.617.691 $ | -9.580.877 $ | -9,2 % | 104.198.568 $ | +7.660.232 $ | +7,9 % | |||
| BARCLAYS PLC | 112.865.150 $ | +56.359.829 $ | +99,7 % | 56.505.321 $ | +56.342.016 $ | +34.501,1 % | 163.305 $ | -77.368 $ | -32,1 % | |||
| CIBC Private Wealth Group LLC | 110.272.638 $ | +16.142.621 $ | +17,1 % | |||||||||
| Clearbridge Investments, LLC | 107.360.509 $ | +20.158.306 $ | +23,1 % | 87.202.203 $ | -18.177.431 $ | -17,2 % | 105.379.634 $ | +9.656.360 $ | +10,1 % | |||
| CIBC Bancorp USA Inc. | 102.681.147 $ | +16.500.300 $ | +19,1 % | 86.180.847 $ | ||||||||
| Clark Capital Management Group, Inc. | 93.853.785 $ | +18.227.041 $ | +24,1 % | 75.626.744 $ | -8.339.615 $ | -9,9 % | 83.966.359 $ | +8.970.923 $ | +12,0 % | |||
| TODD ASSET MANAGEMENT LLC | 89.874.224 $ | +16.009.459 $ | +21,7 % | 73.864.765 $ | -15.639.989 $ | -17,5 % | 89.504.754 $ | +11.571.986 $ | +14,8 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 84.237.455 $ | +13.623.388 $ | +19,3 % | 70.614.067 $ | +2.546.355 $ | +3,7 % | 68.067.712 $ | +9.872.993 $ | +17,0 % | |||
| AMERICAN CENTURY COMPANIES INC | 79.836.643 $ | +16.465.490 $ | +26,0 % | 63.371.153 $ | +5.581.220 $ | +9,7 % | 57.789.933 $ | +12.549.408 $ | +27,7 % | |||
| UBS Group AG | 73.980.614 $ | +6.978.756 $ | +10,4 % | 67.001.858 $ | +60.470.407 $ | +925,8 % | 6.531.451 $ | +2.031.224 $ | +45,1 % | |||
| TORONTO DOMINION BANK | 69.830.608 $ | +22.339.676 $ | +47,0 % | 47.490.932 $ | ||||||||
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 423.122 $ | -63.582.773 $ | -99,3 % | 64.005.895 $ | -48.476.364 $ | -43,1 % | ||||||
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 58.776.000 $ | +10.901.000 $ | +22,8 % | 47.875.000 $ | -9.149.000 $ | -16,0 % | 57.024.000 $ | +9.735.000 $ | +20,6 % | |||
| JPMORGAN CHASE & CO | 57.734.074 $ | +19.541.334 $ | +51,2 % | 38.192.740 $ | +410.418 $ | +1,1 % | 37.782.322 $ | -24.137.014 $ | -39,0 % | |||
| RAYMOND JAMES FINANCIAL INC | 55.959.661 $ | +8.887.804 $ | +18,9 % | 47.071.857 $ | -1.285.952 $ | -2,7 % | 48.357.809 $ | +5.381.806 $ | +12,5 % | |||
| WELLS FARGO & COMPANY/MN | 55.652.844 $ | +8.581.161 $ | +18,2 % | 47.071.683 $ | +1.779.522 $ | +3,9 % | 45.292.161 $ | +5.701.367 $ | +14,4 % | |||
| ROYAL BANK OF CANADA | 50.668.000 $ | +22.679.000 $ | +81,0 % | 27.989.000 $ | -1.098.000 $ | -3,8 % | 29.087.000 $ | -13.693.000 $ | -32,0 % | |||
| NATIXIS ADVISORS, LLC | 48.432.000 $ | +12.375.000 $ | +34,3 % | 36.057.000 $ | +79.000 $ | +0,2 % | 35.978.000 $ | +1.530.000 $ | +4,4 % | |||
| Quantinno Capital Management LP | 43.039.616 $ | +14.084.535 $ | +48,6 % | 28.955.081 $ | +7.114.931 $ | +32,6 % | 21.840.150 $ | +8.000.975 $ | +57,8 % | |||
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 40.958.621 $ | +12.276.446 $ | +42,8 % | 28.682.175 $ | +2.331.786 $ | +8,8 % | 26.350.389 $ | +5.617.103 $ | +27,1 % | |||
| AQR CAPITAL MANAGEMENT LLC | 38.865.778 $ | +18.847.410 $ | +94,2 % | 20.018.368 $ | +4.897.606 $ | +32,4 % | 15.120.762 $ | +4.234.657 $ | +38,9 % | |||
| Creative Planning | 35.826.142 $ | +10.050.974 $ | +39,0 % | 25.775.168 $ | +2.714.671 $ | +11,8 % | 23.060.497 $ | +4.385.270 $ | +23,5 % | |||
| Connor, Clark & Lunn Investment Management Ltd. | 32.817.752 $ | +27.285.826 $ | +493,2 % | 5.531.926 $ | +4.930.400 $ | +819,6 % | 601.526 $ | |||||
| Point72 Asset Management, L.P. | 1.616.670 $ | -30.045.963 $ | -94,9 % | 31.662.633 $ | +28.778.437 $ | +997,8 % | 2.884.196 $ | |||||
| JONES FINANCIAL COMPANIES LLLP | 30.325.301 $ | +9.575.241 $ | +46,1 % | 20.750.060 $ | +20.344.779 $ | +5.019,9 % | 405.281 $ | +87.604 $ | +27,6 % | |||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 28.918.093 $ | +7.049.207 $ | +32,2 % | 21.868.886 $ | -686.379 $ | -3,0 % | 22.555.265 $ | +2.446.000 $ | +12,2 % | |||
| Capital Wealth Planning, LLC | 24.250.064 $ | +7.871.346 $ | +48,1 % | 16.378.718 $ | +5.043.214 $ | +44,5 % | 11.335.504 $ | +6.093.660 $ | +116,3 % | |||
| LPL Financial LLC | 24.049.886 $ | +5.029.475 $ | +26,4 % | 19.020.411 $ | +887.407 $ | +4,9 % | 18.133.004 $ | +2.923.017 $ | +19,2 % | |||
| Wilkinson Global Asset Management LLC | 22.838.959 $ | +4.314.266 $ | +23,3 % | 18.524.693 $ | +18.116.489 $ | +4.438,1 % | 408.204 $ | |||||
| QRG CAPITAL MANAGEMENT, INC. | 20.345.696 $ | +3.721.840 $ | +22,4 % | 16.623.856 $ | +962.381 $ | +6,1 % | 15.661.475 $ | +2.373.627 $ | +17,9 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 17.326.841 $ | +2.767.779 $ | +19,0 % | 14.559.062 $ | +222.453 $ | +1,6 % | 14.336.609 $ | +1.974.530 $ | +16,0 % | |||
| Nicht ausgewiesen | 9.375.582 $ | -7.378.399 $ | -44,0 % | 16.753.981 $ | +5.902.464 $ | +54,4 % | 10.851.517 $ | +3.113.085 $ | +40,2 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.083.307 $ | +4.962.040 $ | +44,6 % | 11.121.267 $ | +5.166.286 $ | +86,8 % | 5.954.981 $ | -398.383 $ | -6,3 % | |||
| Mariner, LLC | 15.100.934 $ | +2.560.327 $ | +20,4 % | 12.540.607 $ | -25.188 $ | -0,2 % | 12.565.795 $ | +2.284.769 $ | +22,2 % | |||
| Crossmark Global Holdings, Inc. | 14.374.701 $ | +2.113.398 $ | +17,2 % | 12.261.303 $ | -997.315 $ | -7,5 % | 13.258.618 $ | -158.433 $ | -1,2 % | |||
| Neuberger Berman Group LLC | 14.035.489 $ | +2.759.481 $ | +24,5 % | 11.276.008 $ | +8.403.713 $ | +292,6 % | 2.872.295 $ | +759.962 $ | +36,0 % | |||
| STIFEL FINANCIAL CORP | 13.764.598 $ | +1.995.418 $ | +17,0 % | 11.769.180 $ | +41.176 $ | +0,4 % | 11.728.004 $ | +1.632.686 $ | +16,2 % | |||
| SEI INVESTMENTS CO | 13.763.350 $ | +2.976.560 $ | +27,6 % | 10.786.790 $ | +1.303.240 $ | +13,7 % | 9.483.550 $ | +1.224.605 $ | +14,8 % | |||
| Cerity Partners LLC | 13.461.792 $ | +2.694.124 $ | +25,0 % | 10.767.668 $ | +204.984 $ | +1,9 % | 10.562.684 $ | +687.960 $ | +7,0 % | |||
| Pathstone Holdings, LLC | 13.256.780 $ | +2.558.139 $ | +23,9 % | 10.698.641 $ | -250.575 $ | -2,3 % | 10.949.216 $ | +1.890.483 $ | +20,9 % | |||
| MML INVESTORS SERVICES, LLC | 12.800.531 $ | +4.229.873 $ | +49,4 % | 8.570.658 $ | -1.136.525 $ | -11,7 % | 9.707.183 $ | +2.755.308 $ | +39,6 % | |||
| RWA WEALTH PARTNERS, LLC | 11.659.711 $ | +2.892.921 $ | +33,0 % | 8.766.790 $ | -106.824 $ | -1,2 % | 8.873.614 $ | +1.595.722 $ | +21,9 % | |||
| Walleye Capital LLC | 7.203.214 $ | -4.347.247 $ | -37,6 % | 11.550.461 $ | +9.877.763 $ | +590,5 % | 1.672.698 $ | -2.839.152 $ | -62,9 % | |||
| BAROMETER CAPITAL MANAGEMENT INC. | 10.501.110 $ | +8.087.406 $ | +335,1 % | 2.413.704 $ | -9.108.852 $ | -79,1 % | 11.522.556 $ | -5.772.716 $ | -33,4 % | |||
| Cetera Investment Advisers | 11.428.698 $ | +3.487.606 $ | +43,9 % | 7.941.092 $ | +378.830 $ | +5,0 % | 7.562.262 $ | +1.157.460 $ | +18,1 % | |||
| Steamboat Capital Partners, LLC | 8.282.291 $ | -1.869.709 $ | -18,4 % | 10.152.000 $ | -451.052 $ | -4,3 % | 10.603.052 $ | -3.833.630 $ | -26,6 % | |||
| OPPENHEIMER & CO INC | 2.841.365 $ | +787.559 $ | +38,3 % | 2.053.806 $ | -8.183.247 $ | -79,9 % | 10.237.053 $ | -3.756.042 $ | -26,8 % | |||
| Orion Porfolio Solutions, LLC | 9.424.116 $ | +1.753.312 $ | +22,9 % | 7.670.804 $ | -1.033.562 $ | -11,9 % | 8.704.366 $ | +970.923 $ | +12,6 % | |||
| Vanguard Personalized Indexing Management, LLC | 9.304.043 $ | +1.881.916 $ | +25,4 % | 7.422.127 $ | -1.109.818 $ | -13,0 % | 8.531.945 $ | +934.133 $ | +12,3 % | |||
| JANE STREET GROUP, LLC | 4.502.636 $ | +1.330.711 $ | +42,0 % | 3.171.925 $ | -6.107.033 $ | -65,8 % | 9.278.958 $ | |||||
| STATE STREET CORP | 534.253 $ | -8.114.250 $ | -93,8 % | 8.648.503 $ | -373.515 $ | -4,1 % | 9.022.018 $ | +3.422.249 $ | +61,1 % | |||
| US BANCORP \DE\ | 8.918.281 $ | +1.317.852 $ | +17,3 % | 7.600.429 $ | -763.673 $ | -9,1 % | 8.364.102 $ | +1.826.716 $ | +27,9 % | |||
| Nuveen, LLC | 8.915.602 $ | |||||||||||
| Integrated Quantitative Investments LLC | 857.822 $ | -8.057.439 $ | -90,4 % | 8.915.261 $ | +4.276.046 $ | +92,2 % | 4.639.215 $ | +1.391.316 $ | +42,8 % | |||
| DV EQUITIES, LLC | 5.705.044 $ | -3.182.542 $ | -35,8 % | 8.887.586 $ | ||||||||
| FIRST TRUST ADVISORS LP | 8.823.861 $ | +1.532.853 $ | +21,0 % | 7.291.008 $ | -266.067 $ | -3,5 % | 7.557.075 $ | +1.108.323 $ | +17,2 % | |||
| Callan Family Office, LLC | 8.205.134 $ | +1.667.167 $ | +25,5 % | 6.537.967 $ | -191.580 $ | -2,8 % | 6.729.547 $ | +3.323.736 $ | +97,6 % | |||
| NOMURA HOLDINGS INC | 7.903.885 $ | |||||||||||
| Corient Private Wealth LP | 3.345.760 $ | -495.672 $ | -12,9 % | 3.841.432 $ | -3.850.477 $ | -50,1 % | 7.691.909 $ | +4.431.458 $ | +135,9 % | |||
| WATER ISLAND CAPITAL LLC | 7.689.576 $ | |||||||||||
| CITADEL ADVISORS LLC | 5.245.380 $ | +1.243.236 $ | +31,1 % | 4.002.144 $ | -3.537.806 $ | -46,9 % | 7.539.950 $ | +2.657.517 $ | +54,4 % | |||
| QUADRANT CAPITAL GROUP LLC | 7.481.822 $ | +1.350.566 $ | +22,0 % | 6.131.256 $ | -102.196 $ | -1,6 % | 6.233.452 $ | +693.640 $ | +12,5 % | |||
| OLD MISSION CAPITAL LLC | 7.432.072 $ | |||||||||||
| MARIETTA INVESTMENT PARTNERS LLC | 7.373.671 $ | +1.499.340 $ | +25,5 % | 5.874.331 $ | +285.666 $ | +5,1 % | 5.588.665 $ | +1.891.845 $ | +51,2 % | |||
| Laird Norton Wetherby Trust Company, LLC | 7.338.413 $ | +1.637.276 $ | +28,7 % | 5.701.137 $ | -269.551 $ | -4,5 % | 5.970.688 $ | |||||
| Vident Advisory, LLC | 6.273.589 $ | -950.624 $ | -13,2 % | 7.224.213 $ | +1.793.746 $ | +33,0 % | 5.430.467 $ | +251.867 $ | +4,9 % | |||
| Compass Rose Asset Management, LP | 7.162.800 $ | |||||||||||
| HighTower Advisors, LLC | 7.115.765 $ | +1.175.804 $ | +19,8 % | 5.939.961 $ | -157.718 $ | -2,6 % | 6.097.679 $ | +709.324 $ | +13,2 % | |||
| FACTORY MUTUAL INSURANCE CO | 7.111.292 $ | +1.298.584 $ | +22,3 % | 5.812.708 $ | -231.890 $ | -3,8 % | 6.044.598 $ | +644.139 $ | +11,9 % | |||
| GROUP ONE TRADING LLC | 7.097.340 $ | +4.508.580 $ | +174,2 % | 2.588.760 $ | +1.687.837 $ | +187,3 % | 900.923 $ | -134.899 $ | -13,0 % | |||
| TD Waterhouse Canada Inc. | 984.701 $ | +476.414 $ | +93,7 % | 508.287 $ | -6.509.174 $ | -92,8 % | 7.017.461 $ | +1.806.319 $ | +34,7 % | |||
| Walleye Trading LLC | 7.005.653 $ | +4.921.041 $ | +236,1 % | 2.084.612 $ | +874.076 $ | +72,2 % | 1.210.536 $ | -2.262.557 $ | -65,1 % | |||
| Russell Investments Group, Ltd. | 6.475.572 $ | +2.295.023 $ | +54,9 % | 4.180.549 $ | +697.463 $ | +20,0 % | 3.483.086 $ | -603.119 $ | -14,8 % | |||
| Alberta Investment Management Corp | 6.272.100 $ | |||||||||||
| PARK AVENUE SECURITIES LLC | 6.192.000 $ | +1.114.000 $ | +21,9 % | 5.078.000 $ | -104.000 $ | -2,0 % | 5.182.000 $ | +717.000 $ | +16,1 % | |||
| ASSETMARK, INC | 6.104.619 $ | +1.599.927 $ | +35,5 % | 4.504.692 $ | +3.194.086 $ | +243,7 % | 1.310.606 $ | +384.445 $ | +41,5 % | |||
| RITHOLTZ WEALTH MANAGEMENT | 6.098.277 $ | +1.320.023 $ | +27,6 % | 4.778.254 $ | +38.535 $ | +0,8 % | 4.739.719 $ | +560.245 $ | +13,4 % | |||
| Verition Fund Management LLC | 6.035.623 $ | +2.184.484 $ | +56,7 % | 3.851.139 $ | +2.579.619 $ | +202,9 % | 1.271.520 $ | +671.991 $ | +112,1 % | |||
| PEAK6 LLC | 5.996.110 $ | |||||||||||
| Naviter Wealth, LLC | 5.948.760 $ | +2.072.111 $ | +53,5 % | 3.876.649 $ | -18.192 $ | -0,5 % | 3.894.841 $ | +164.003 $ | +4,4 % | |||
| MILLENNIUM MANAGEMENT LLC | 5.822.123 $ | +5.698.889 $ | +4.624,4 % | 123.234 $ | -161.371 $ | -56,7 % | 284.605 $ | -159.600 $ | -35,9 % | |||
| SIMPLEX TRADING, LLC | 5.735.280 $ | +2.930.982 $ | +104,5 % | 2.804.298 $ | +804.333 $ | +40,2 % | 1.999.965 $ | -3.645.035 $ | -64,6 % | |||
| PRICE T ROWE ASSOCIATES INC /MD/ | 5.701.000 $ | +779.000 $ | +15,8 % | 4.922.000 $ | ||||||||
| LMR Partners LLP | 5.671.248 $ | |||||||||||
| IEQ CAPITAL, LLC | 4.584.191 $ | +802.832 $ | +21,2 % | 3.781.359 $ | -1.779.956 $ | -32,0 % | 5.561.315 $ | +3.231.664 $ | +138,7 % | |||
| HRT FINANCIAL LP | 5.424.000 $ | +3.288.000 $ | +153,9 % | 2.136.000 $ | +1.135.000 $ | +113,4 % | 1.001.000 $ | -1.038.000 $ | -50,9 % | |||
| SIGNATUREFD, LLC | 5.366.590 $ | +1.296.836 $ | +31,9 % | 4.069.754 $ | -104.890 $ | -2,5 % | 4.174.644 $ | +567.376 $ | +15,7 % | |||
| PNC FINANCIAL SERVICES GROUP, INC. | 5.328.457 $ | +984.442 $ | +22,7 % | 4.344.015 $ | +155.846 $ | +3,7 % | 4.188.169 $ | +227.600 $ | +5,7 % | |||
| Ethic Inc. | 5.231.911 $ | +1.135.469 $ | +27,7 % | 4.096.442 $ | -49.505 $ | -1,2 % | 4.145.947 $ | +209.812 $ | +5,3 % | |||
| RHUMBLINE ADVISERS | 5.217.584 $ | +1.124.730 $ | +27,5 % | 4.092.854 $ | -414.532 $ | -9,2 % | 4.507.386 $ | +1.239.366 $ | +37,9 % | |||
| Focus Partners Wealth | 5.165.655 $ | +1.158.987 $ | +28,9 % | 4.006.668 $ | +451.077 $ | +12,7 % | 3.555.591 $ | +861.408 $ | +32,0 % | |||
| AMERIPRISE FINANCIAL INC | 5.145.853 $ | +1.249.255 $ | +32,1 % | 3.896.598 $ | +547.755 $ | +16,4 % | 3.348.843 $ | -579.100 $ | -14,7 % | |||
| EAGLE GLOBAL ADVISORS LLC | 5.084.610 $ | |||||||||||
| BALYASNY ASSET MANAGEMENT L.P. | 5.076.000 $ | |||||||||||
| SAMLYN CAPITAL, LLC | 5.062.611 $ | |||||||||||
| Sanctuary Advisors, LLC | 5.052.603 $ | +1.380.183 $ | +37,6 % | 3.672.420 $ | -22.837 $ | -0,6 % | 3.695.257 $ | -167.714 $ | -4,3 % | |||
| NEW YORK STATE COMMON RETIREMENT FUND | 1.381.932 $ | -3.406.011 $ | -71,1 % | 4.787.943 $ | -191.008 $ | -3,8 % | 4.978.951 $ | +1.578.694 $ | +46,4 % | |||
| BANK OF MONTREAL /CAN/ | 4.946.527 $ | +1.330.046 $ | +36,8 % | 3.616.481 $ | +96.002 $ | +2,7 % | 3.520.479 $ | +637.106 $ | +22,1 % | |||
| Vestmark Advisory Solutions, Inc. | 3.151.458 $ | +162.732 $ | +5,4 % | 2.988.726 $ | -1.910.625 $ | -39,0 % | 4.899.351 $ | +1.687.839 $ | +52,6 % | |||
| CIBC WORLD MARKET INC. | 2.160.514 $ | -2.601.760 $ | -54,6 % | 4.762.274 $ | +586.665 $ | +14,0 % | ||||||
| NewEdge Wealth, LLC | 4.588.826 $ | +627.526 $ | +15,8 % | 3.961.300 $ | -404.313 $ | -9,3 % | 4.365.613 $ | +823.525 $ | +23,2 % | |||
| Advisors Asset Management, Inc. | 4.573.210 $ | +789.616 $ | +20,9 % | 3.783.594 $ | +542.701 $ | +16,7 % | 3.240.893 $ | +944.337 $ | +41,1 % | |||
| CacheTech Inc. | 4.353.354 $ | +1.043.441 $ | +31,5 % | 3.309.913 $ | +15.249 $ | +0,5 % | 3.294.664 $ | +321.928 $ | +10,8 % | |||
| Nicht ausgewiesen | 4.352.820 $ | +957.894 $ | +28,2 % | 3.394.926 $ | +188.328 $ | +5,9 % | 3.206.598 $ | +1.663.032 $ | +107,7 % | |||
| Brooklyn Investment Group | 4.236.708 $ | +2.126.888 $ | +100,8 % | 2.109.820 $ | +1.721.071 $ | +442,7 % | ||||||
| OPPENHEIMER ASSET MANAGEMENT INC. | 3.912.328 $ | +103.027 $ | +2,7 % | 3.809.301 $ | -373.359 $ | -8,9 % | 4.182.660 $ | +62.448 $ | +1,5 % | |||
| MITCHELL CAPITAL MANAGEMENT CO | 4.054.261 $ | +1.945.172 $ | +92,2 % | 2.109.089 $ | ||||||||
| Arlington Capital Management, Inc. | 195.270 $ | -3.622.965 $ | -94,9 % | 3.818.235 $ | -172.358 $ | -4,3 % | 3.990.593 $ | +415.907 $ | +11,6 % | |||
| Lighthouse Investment Partners, LLC | 3.978.016 $ | |||||||||||
| NATIONAL BANK OF CANADA /FI/ | 268.225 $ | -3.664.604 $ | -93,2 % | 3.932.829 $ | +341.809 $ | +9,5 % | ||||||
| Compound Planning, Inc. | 3.919.167 $ | +958.385 $ | +32,4 % | 2.960.782 $ | -8.386 $ | -0,3 % | 2.969.168 $ | +601.955 $ | +25,4 % | |||
| HANTZ FINANCIAL SERVICES, INC. | 3.833.000 $ | +1.758.000 $ | +84,7 % | 2.075.000 $ | +937.000 $ | +82,3 % | 1.138.000 $ | +473.000 $ | +71,1 % | |||
| GUARDIAN CAPITAL LP | 3.767.883 $ | +669.989 $ | +21,6 % | 3.097.894 $ | +421.976 $ | +15,8 % | 2.675.918 $ | +285.158 $ | +11,9 % | |||
| TUDOR INVESTMENT CORP ET AL | 273.240 $ | +89.376 $ | +48,6 % | 183.864 $ | -3.446.958 $ | -94,9 % | 3.630.822 $ | -1.549.694 $ | -29,9 % | |||
| Calamos Wealth Management LLC | 2.739.728 $ | -885.772 $ | -24,4 % | 3.625.500 $ | +564.926 $ | +18,5 % | ||||||
| Sequoia Financial Advisors, LLC | 3.585.761 $ | +500.898 $ | +16,2 % | 3.084.863 $ | +614.032 $ | +24,9 % | 2.470.831 $ | +307.117 $ | +14,2 % | |||
| GQG Partners LLC | 3.578.011 $ | |||||||||||
| Pekin Hardy Strauss, Inc. | 3.535.828 $ | +657.231 $ | +22,8 % | 2.878.597 $ | -113.981 $ | -3,8 % | 2.992.578 $ | +381.905 $ | +14,6 % | |||
| SIH Partners, LLLP | 3.509.437 $ | +1.007.691 $ | +40,3 % | 2.501.746 $ | +382.417 $ | +18,0 % | 2.119.329 $ | +221.401 $ | +11,7 % | |||
| Vise Technologies, Inc. | 3.507.795 $ | +1.417.199 $ | +67,8 % | 2.090.596 $ | +0 $ | +0,0 % | 2.090.596 $ | +1.978.441 $ | +1.764,0 % | |||
| CIBC Asset Management Inc | 3.507.394 $ | +1.669.487 $ | +90,8 % | 1.837.907 $ | +711.815 $ | +63,2 % | 1.126.092 $ | +256.986 $ | +29,6 % | |||
| EVERGREEN CAPITAL MANAGEMENT LLC | 3.463.925 $ | +665.875 $ | +23,8 % | 2.798.050 $ | +285.847 $ | +11,4 % | 2.512.203 $ | +259.474 $ | +11,5 % | |||
| Qube Research & Technologies Ltd | 3.454.989 $ | |||||||||||
| Miura Global Management, LLC | 3.450.000 $ | |||||||||||
| Adams Wealth Management | 3.429.637 $ | +672.094 $ | +24,4 % | 2.757.543 $ | -107.193 $ | -3,7 % | 2.864.736 $ | +137.463 $ | +5,0 % | |||
| NWAM LLC | 3.425.864 $ | +3.263.160 $ | +2.005,6 % | 162.704 $ | -3.614.682 $ | -95,7 % | ||||||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.349.384 $ | +611.051 $ | +22,3 % | 2.738.333 $ | +2.288.370 $ | +508,6 % | 449.963 $ | |||||
| SCOTIA CAPITAL INC. | 3.315.624 $ | +387.910 $ | +13,2 % | 2.927.714 $ | +64.238 $ | +2,2 % | 2.863.476 $ | +338.254 $ | +13,4 % | |||
| American Trust Investment Advisors, LLC | 3.298.559 $ | +866.817 $ | +35,6 % | 2.431.742 $ | -183.168 $ | -7,0 % | 2.614.910 $ | +284.577 $ | +12,2 % | |||
| Caprock Group, LLC | 3.292.933 $ | +705.724 $ | +27,3 % | 2.587.209 $ | -131.813 $ | -4,8 % | 2.719.022 $ | +742.237 $ | +37,5 % | |||
| 1832 Asset Management L.P. | 3.185.675 $ | +2.679.455 $ | +529,3 % | 506.220 $ | +164.352 $ | +48,1 % | ||||||
| CAPTRUST FINANCIAL ADVISORS | 3.023.265 $ | -103.805 $ | -3,3 % | 3.127.070 $ | +839.766 $ | +36,7 % | 2.287.304 $ | -1.294.224 $ | -36,1 % | |||
| Forum Financial Management, LP | 2.983.455 $ | +317.930 $ | +11,9 % | |||||||||
| Savant Capital, LLC | 2.974.765 $ | +1.380.464 $ | +86,6 % | 1.594.301 $ | +62.660 $ | +4,1 % | 1.531.641 $ | +252.036 $ | +19,7 % | |||
| Bleakley Financial Group, LLC | 2.948.384 $ | +770.670 $ | +35,4 % | 2.177.714 $ | +24.977 $ | +1,2 % | 2.152.737 $ | +1.417.431 $ | +192,8 % | |||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1.197.260 $ | +267.100 $ | +28,7 % | 930.160 $ | -2.017.448 $ | -68,4 % | 2.947.608 $ | +377.587 $ | +14,7 % | |||
| TRUIST FINANCIAL CORP | 2.942.952 $ | +583.389 $ | +24,7 % | 2.359.563 $ | +146.650 $ | +6,6 % | 2.212.913 $ | +355.097 $ | +19,1 % | |||
| OPAL CAPITAL LLC | 2.926.166 $ | |||||||||||
| TrueMark Investments, LLC | 2.905.064 $ | +647.368 $ | +28,7 % | |||||||||
| OSAIC HOLDINGS, INC. | 2.842.506 $ | +774.616 $ | +37,5 % | 2.067.890 $ | +123.720 $ | +6,4 % | 1.944.170 $ | -5.335.613 $ | -73,3 % | |||
| Allspring Global Investments Holdings, LLC | 2.790.540 $ | +805.811 $ | +40,6 % | 1.984.729 $ | +276.241 $ | +16,2 % | 1.708.488 $ | +590.838 $ | +52,9 % | |||
| YOUSIF CAPITAL MANAGEMENT, LLC | 600.176 $ | -1.180.282 $ | -66,3 % | 1.780.458 $ | -988.858 $ | -35,7 % | 2.769.316 $ | +312.846 $ | +12,7 % | |||
| Ballentine Partners, LLC | 2.746.435 $ | +706.627 $ | +34,6 % | 2.039.808 $ | +96.921 $ | +5,0 % | 1.942.887 $ | +314.809 $ | +19,3 % | |||
| Aaron Wealth Advisors LLC | 2.732.014 $ | +519.273 $ | +23,5 % | 2.212.741 $ | +509.568 $ | +29,9 % | 1.703.173 $ | +473.041 $ | +38,5 % | |||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2.726.722 $ | +540.138 $ | +24,7 % | 2.186.584 $ | +48.685 $ | +2,3 % | 2.137.899 $ | +271.512 $ | +14,5 % | |||
| KEYBANK NATIONAL ASSOCIATION/OH | 2.696.741 $ | +902.208 $ | +50,3 % | 1.794.533 $ | +1.032.917 $ | +135,6 % | 761.616 $ | +293.861 $ | +62,8 % | |||
| CHOREO, LLC | 2.694.215 $ | +537.139 $ | +24,9 % | 2.157.076 $ | +486.937 $ | +29,2 % | 1.670.139 $ | +322.529 $ | +23,9 % | |||
| Capital Research Global Investors | 2.647.985 $ | +587.455 $ | +28,5 % | 2.060.530 $ | -267.646 $ | -11,5 % | 2.328.176 $ | |||||
| Dynasty Wealth Management, LLC | 2.543.405 $ | +633.446 $ | +33,2 % | 1.909.959 $ | -190.230 $ | -9,1 % | 2.100.189 $ | +356.995 $ | +20,5 % | |||
| M&T BANK CORP | 2.534.442 $ | +828.487 $ | +48,6 % | 1.705.955 $ | -32.566 $ | -1,9 % | 1.738.521 $ | +147.409 $ | +9,3 % | |||
| PRINCIPAL SECURITIES, INC. | 2.511.721 $ | +550.988 $ | +28,1 % | 1.960.733 $ | -179.392 $ | -8,4 % | 2.140.125 $ | +721.262 $ | +50,8 % | |||
| Pacer Advisors, Inc. | 2.497.000 $ | +478.000 $ | +23,7 % | 2.019.000 $ | -199.827 $ | -9,0 % | 2.218.827 $ | +157.882 $ | +7,7 % | |||
| Apollon Wealth Management, LLC | 1.133.877 $ | -1.349.471 $ | -54,3 % | 2.483.348 $ | +1.027.591 $ | +70,6 % | 1.455.757 $ | +611.799 $ | +72,5 % | |||
| PARADIGM ASSET MANAGEMENT CO LLC | 2.446.750 $ | +510.272 $ | +26,4 % | 1.936.478 $ | -158.034 $ | -7,5 % | 2.094.512 $ | |||||
| Rockefeller Capital Management L.P. | 2.392.806 $ | +468.905 $ | +24,4 % | 1.923.901 $ | +585.906 $ | +43,8 % | 1.337.995 $ | +477.492 $ | +55,5 % | |||
| RAELIPSKIE PARTNERSHIP | 2.376.857 $ | +434.035 $ | +22,3 % | 1.942.822 $ | -161.223 $ | -7,7 % | 2.104.045 $ | -163.848 $ | -7,2 % | |||
| WCG Wealth Advisors LLC | 2.360.883 $ | |||||||||||
| Qtron Investments LLC | 2.352.693 $ | +593.351 $ | +33,7 % | 1.759.342 $ | -69.482 $ | -3,8 % | 1.828.824 $ | +968.930 $ | +112,7 % | |||
| Atria Investments, Inc | 2.311.444 $ | +367.188 $ | +18,9 % | 1.944.256 $ | +58.007 $ | +3,1 % | 1.886.249 $ | +175.926 $ | +10,3 % | |||
| Verdence Capital Advisors LLC | 2.213.522 $ | +381.591 $ | +20,8 % | 1.831.931 $ | -169.714 $ | -8,5 % | 2.001.645 $ | +331.181 $ | +19,8 % | |||
| Smartleaf Asset Management LLC | 2.190.073 $ | +473.313 $ | +27,6 % | 1.716.760 $ | -132.734 $ | -7,2 % | 1.849.494 $ | +495.701 $ | +36,6 % | |||
| Stonebridge Financial Group, LLC/CA | 2.181.000 $ | |||||||||||
| Equitable Holdings, Inc. | 507.622 $ | -143.804 $ | -22,1 % | 651.426 $ | -1.513.862 $ | -69,9 % | 2.165.288 $ | +1.056.661 $ | +95,3 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.160.862 $ | +635.678 $ | +41,7 % | 1.525.184 $ | -586.839 $ | -27,8 % | 2.112.023 $ | +564.010 $ | +36,4 % | |||
| Strategic Global Advisors, LLC | 2.110.238 $ | +1.174.201 $ | +125,4 % | 936.037 $ | +262.254 $ | +38,9 % | 673.783 $ | +177.765 $ | +35,8 % | |||
| Sivia Capital Partners, LLC | 2.073.284 $ | +480.841 $ | +30,2 % | 1.592.443 $ | +651.380 $ | +69,2 % | 941.063 $ | +233.684 $ | +33,0 % | |||
| Summit Trail Advisors, LLC | 2.071.637 $ | +406.359 $ | +24,4 % | 1.665.278 $ | +1.299.830 $ | +355,7 % | 365.448 $ | -70.782 $ | -16,2 % | |||
| Myriad Asset Management Advisors LLC | 2.020.000 $ | |||||||||||
| DGS Capital Management, LLC | 1.978.309 $ | +148.277 $ | +8,1 % | 1.830.032 $ | +222.431 $ | +13,8 % | ||||||
| GLENMEDE TRUST CO NA | 1.941.025 $ | +313.355 $ | +19,3 % | 1.627.670 $ | -136.369 $ | -7,7 % | 1.764.039 $ | |||||
| Venture Visionary Partners LLC | 1.769.078 $ | -160.893 $ | -8,3 % | 1.929.971 $ | +353.275 $ | +22,4 % | 1.576.696 $ | -62.900 $ | -3,8 % | 1.639.596 $ | +214.023 $ | +15,0 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.924.043 $ | +1.543.397 $ | +405,5 % | 380.646 $ | +29.088 $ | +8,3 % | 351.558 $ | +136.086 $ | +63,2 % | |||
| Redhawk Wealth Advisors, Inc. | 1.921.954 $ | |||||||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 639.216 $ | +171.999 $ | +36,8 % | 467.217 $ | -1.444.608 $ | -75,6 % | 1.911.825 $ | -232.090 $ | -10,8 % | |||
| Lido Advisors, LLC | 1.905.394 $ | +660.201 $ | +53,0 % | 1.245.193 $ | +795.636 $ | +177,0 % | 449.557 $ | +32.885 $ | +7,9 % | |||
| NewEdge Advisors, LLC | 1.871.553 $ | +504.702 $ | +36,9 % | 1.366.851 $ | -214.381 $ | -13,6 % | 1.581.232 $ | +195.572 $ | +14,1 % | |||
| Schonfeld Strategic Advisors LLC | 1.865.497 $ | |||||||||||
| Global Retirement Partners, LLC | 1.846.623 $ | +191.714 $ | +11,6 % | 1.654.909 $ | +1.231.846 $ | +291,2 % | ||||||
| Janney Montgomery Scott LLC | 1.846.000 $ | +63.000 $ | +3,5 % | 1.783.000 $ | +297.000 $ | +20,0 % | 1.486.000 $ | +596.000 $ | +67,0 % | |||
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1.818.564 $ | +332.086 $ | +22,3 % | 1.486.478 $ | +16.826 $ | +1,1 % | 1.469.652 $ | +156.613 $ | +11,9 % | |||
| PINNACLE ASSOCIATES LTD | 1.787.529 $ | +326.418 $ | +22,3 % | 1.461.111 $ | -63.262 $ | -4,2 % | 1.524.373 $ | +102.708 $ | +7,2 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 1.754.726 $ | +337.787 $ | +23,8 % | 1.416.939 $ | +22.240 $ | +1,6 % | 1.394.699 $ | -12.301 $ | -0,9 % | |||
| IMC-Chicago, LLC | 1.693.812 $ | +352.361 $ | +26,3 % | 1.341.451 $ | +414.781 $ | +44,8 % | 926.670 $ | +125.998 $ | +15,7 % | |||
| Arax Advisory Partners | 1.654.903 $ | +1.300.728 $ | +367,3 % | 354.175 $ | -286.552 $ | -44,7 % | 640.727 $ | -179.930 $ | -21,9 % | |||
| Dorsey & Whitney Trust CO LLC | 1.646.394 $ | +336.290 $ | +25,7 % | 1.310.104 $ | -59.736 $ | -4,4 % | 1.369.840 $ | +251.593 $ | +22,5 % | |||
| Burkett Asset Management Ltd | 1.627.503 $ | +478.353 $ | +41,6 % | 1.149.150 $ | ||||||||
| Invesco Ltd. | 1.331.996 $ | +272.302 $ | +25,7 % | 1.059.694 $ | -536.026 $ | -33,6 % | 1.595.720 $ | +431.140 $ | +37,0 % | |||
| Prospera Financial Services Inc | 1.201.260 $ | +326.642 $ | +37,3 % | 874.618 $ | -717.049 $ | -45,1 % | 1.591.667 $ | +1.307.526 $ | +460,2 % | |||
| FIFTH THIRD BANCORP | 1.560.545 $ | +399.145 $ | +34,4 % | 1.161.400 $ | -356.884 $ | -23,5 % | 1.518.284 $ | +198.632 $ | +15,1 % | |||
| Kathmere Capital Management, LLC | 1.557.206 $ | +477.936 $ | +44,3 % | 1.079.270 $ | +5.541 $ | +0,5 % | 1.073.729 $ | +249.666 $ | +30,3 % | |||
| Marks Group Wealth Management, Inc | 950.695 $ | -329.427 $ | -25,7 % | 1.280.122 $ | -252.485 $ | -16,5 % | 1.532.607 $ | +233.359 $ | +18,0 % | |||
| HIGHLAND CAPITAL MANAGEMENT, LLC | 1.036.380 $ | -485.856 $ | -31,9 % | 1.522.236 $ | ||||||||
| GAMMA Investing LLC | 1.520.927 $ | +344.173 $ | +29,2 % | 1.176.754 $ | +315.075 $ | +36,6 % | 861.679 $ | +38.479 $ | +4,7 % | 823.200 $ | +143.708 $ | +21,1 % |
| Farther Finance Advisors, LLC | 1.514.067 $ | +272.335 $ | +21,9 % | 1.241.732 $ | +348.990 $ | +39,1 % | 892.742 $ | +210.247 $ | +30,8 % | 682.495 $ | +471.992 $ | +224,2 % |
| Capital World Investors | 1.498.997 $ | +332.562 $ | +28,5 % | 1.166.435 $ | -151.496 $ | -11,5 % | 1.317.931 $ | |||||
| Merit Financial Group, LLC | 1.498.208 $ | +404.724 $ | +37,0 % | 1.093.484 $ | +74.613 $ | +7,3 % | 1.018.871 $ | +253.118 $ | +33,1 % | |||
| ATLAS CAPITAL ADVISORS INC. | 1.460.550 $ | +452.276 $ | +44,9 % | 1.008.274 $ | -150.251 $ | -13,0 % | 1.158.525 $ | |||||
| Parallel Advisors, LLC | 1.436.754 $ | +435.919 $ | +43,6 % | 1.000.835 $ | -11.470 $ | -1,1 % | 1.012.305 $ | +157.073 $ | +18,4 % | |||
| Venturi Wealth Management, LLC | 1.431.351 $ | +285.595 $ | +24,9 % | 1.145.756 $ | -24.395 $ | -2,1 % | 1.170.151 $ | +392.241 $ | +50,4 % | |||
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.419.428 $ | +311.544 $ | +28,1 % | 1.107.884 $ | +57.016 $ | +5,4 % | 1.050.868 $ | +165.224 $ | +18,7 % | |||
| AlphaCore Capital LLC | 237.981 $ | -1.169.068 $ | -83,1 % | 1.407.049 $ | +17.663 $ | +1,3 % | ||||||
| Versant Capital Management, Inc | 1.366.874 $ | +47.856 $ | +3,6 % | 1.319.018 $ | +256.329 $ | +24,1 % | 1.062.689 $ | +185.344 $ | +21,1 % | 877.345 $ | +161.802 $ | +22,6 % |
| Engineers Gate Manager LP | 1.348.398 $ | +237.498 $ | +21,4 % | 1.110.900 $ | ||||||||
| COLDSTREAM CAPITAL MANAGEMENT INC | 1.345.126 $ | +438.406 $ | +48,4 % | 906.720 $ | -137.843 $ | -13,2 % | 1.044.563 $ | +192.236 $ | +22,6 % | |||
| Jain Global LLC | 484.352 $ | -501.497 $ | -50,9 % | 985.849 $ | -340.791 $ | -25,7 % | 1.326.640 $ | -313.459 $ | -19,1 % | |||
| Baron Wealth Management LLC | 1.305.843 $ | +254.596 $ | +24,2 % | 1.051.247 $ | -28.308 $ | -2,6 % | 1.079.555 $ | +50.858 $ | +4,9 % | |||
| OneDigital Investment Advisors LLC | 1.288.488 $ | +260.339 $ | +25,3 % | 1.028.149 $ | +80.529 $ | +8,5 % | 947.620 $ | -18.877 $ | -2,0 % | |||
| BLAIR WILLIAM & CO/IL | 1.276.854 $ | +278.049 $ | +27,8 % | 998.805 $ | +825.254 $ | +475,5 % | 173.551 $ | +66.760 $ | +62,5 % | |||
| GREENLEAF TRUST | 1.271.146 $ | +188.356 $ | +17,4 % | 1.082.790 $ | -51.372 $ | -4,5 % | 1.134.162 $ | +334.559 $ | +41,8 % | |||
| HB Wealth Management, LLC | 1.265.059 $ | +364.656 $ | +40,5 % | 900.403 $ | +29.720 $ | +3,4 % | 870.683 $ | +170.263 $ | +24,3 % | |||
| CREDIT AGRICOLE S A | 557.492 $ | +101.803 $ | +22,3 % | 455.689 $ | -797.263 $ | -63,6 % | 1.252.952 $ | |||||
| MATHER GROUP, LLC. | 1.221.584 $ | +224.539 $ | +22,5 % | 997.045 $ | -39.776 $ | -3,8 % | 1.036.821 $ | +111.804 $ | +12,1 % | |||
| SAGESPRING WEALTH PARTNERS, LLC | 1.203.829 $ | +251.067 $ | +26,4 % | 952.762 $ | +57.899 $ | +6,5 % | 894.863 $ | +140.938 $ | +18,7 % | |||
| Storgate, LLC | 1.185.889 $ | +786.430 $ | +196,9 % | 399.459 $ | -5.472 $ | -1,4 % | 404.931 $ | |||||
| FLOW TRADERS U.S. LLC | 1.159.000 $ | -564.000 $ | -32,7 % | |||||||||
| HUNTINGTON NATIONAL BANK | 1.157.295 $ | +346.771 $ | +42,8 % | 810.524 $ | +443.514 $ | +120,8 % | 367.010 $ | +37.374 $ | +11,3 % | |||
| Campbell & CO Investment Adviser LLC | 1.096.978 $ | |||||||||||
| REGIONS FINANCIAL CORP | 1.095.968 $ | +166.823 $ | +18,0 % | 929.145 $ | -53.348 $ | -5,4 % | 982.493 $ | -832.915 $ | -45,9 % | |||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.074.234 $ | +213.174 $ | +24,8 % | 861.060 $ | +147.910 $ | +20,7 % | 713.150 $ | +601.558 $ | +539,1 % | |||
| Archford Capital Strategies, LLC | 558.127 $ | -484.089 $ | -46,4 % | 1.042.216 $ | -27.924 $ | -2,6 % | 1.070.140 $ | +114.720 $ | +12,0 % | |||
| ACADIAN ASSET MANAGEMENT LLC | 849.000 $ | -211.000 $ | -19,9 % | 1.060.000 $ | +120.000 $ | +12,8 % | ||||||
| SYON CAPITAL LLC | 1.047.227 $ | +213.048 $ | +25,5 % | 834.179 $ | -23.085 $ | -2,7 % | 857.264 $ | +180.256 $ | +26,6 % | |||
| GABELLI FUNDS LLC | 1.035.000 $ | +189.000 $ | +22,3 % | 846.000 $ | -33.750 $ | -3,8 % | 879.750 $ | +93.750 $ | +11,9 % | |||
| Ashton Thomas Private Wealth, LLC | 1.031.687 $ | +162.664 $ | +18,7 % | 869.023 $ | +8.404 $ | +1,0 % | 860.619 $ | +137.417 $ | +19,0 % | |||
| Themes Management Co LLC | 1.014.521 $ | +19.456 $ | +2,0 % | 995.065 $ | +55.586 $ | +5,9 % | 939.479 $ | |||||
| Cambridge Investment Research Advisors, Inc. | 1.008.000 $ | +633.000 $ | +168,8 % | 375.000 $ | -22.000 $ | -5,5 % | 397.000 $ | -22.000 $ | -5,3 % | |||
| Bain Capital Public Equity, LP | 996.114 $ | |||||||||||
| Abel Hall, LLC | 992.813 $ | +196.400 $ | +24,7 % | 796.413 $ | -75.232 $ | -8,6 % | 871.645 $ | +582.942 $ | +201,9 % | |||
| Envestnet Portfolio Solutions, Inc. | 672.765 $ | +106.481 $ | +18,8 % | 566.284 $ | -421.361 $ | -42,7 % | 987.645 $ | +226.480 $ | +29,8 % | |||
| Checchi Capital Advisers, LLC | 955.664 $ | +162.285 $ | +20,5 % | 793.379 $ | -8.155 $ | -1,0 % | 801.534 $ | +104.939 $ | +15,1 % | |||
| Summit Global Investments | 948.000 $ | -273.000 $ | -22,4 % | |||||||||
| FRANKLIN TEMPLETON INC | 947.522 $ | +213.205 $ | +29,0 % | 734.317 $ | -73.939 $ | -9,1 % | 808.256 $ | +139.401 $ | +20,8 % | |||
| Gallacher Capital Management LLC | 641.006 $ | -259.866 $ | -28,8 % | 900.872 $ | -45.550 $ | -4,8 % | 946.422 $ | +99.741 $ | +11,8 % | |||
| Legacy Wealth Asset Management, LLC | 932.903 $ | +118.123 $ | +14,5 % | 814.780 $ | +50.368 $ | +6,6 % | 764.412 $ | -138.024 $ | -15,3 % | 902.436 $ | -183.449 $ | -16,9 % |
| LEUTHOLD GROUP, LLC | 927.539 $ | +171.790 $ | +22,7 % | 755.749 $ | -40.401 $ | -5,1 % | 796.150 $ | +74.078 $ | +10,3 % | |||
| JMN Financial LLC | 924.897 $ | +156.210 $ | +20,3 % | 768.687 $ | +31.281 $ | +4,2 % | 737.406 $ | |||||
| PDS Planning, Inc | 924.724 $ | +176.217 $ | +23,5 % | 748.507 $ | -14.729 $ | -1,9 % | 763.236 $ | +83.692 $ | +12,3 % | |||
| West Family Investments, Inc. | 923.179 $ | +579.128 $ | +168,3 % | 344.051 $ | -301.686 $ | -46,7 % | 645.737 $ | +130.268 $ | +25,3 % | |||
| HUB Investment Partners, LLC | 912.304 $ | +337.543 $ | +58,7 % | 574.761 $ | -78.788 $ | -12,1 % | 653.549 $ | +165.286 $ | +33,9 % | |||
| Orca Wealth Management, LLC | 908.327 $ | +166.558 $ | +22,5 % | 741.769 $ | -110.663 $ | -13,0 % | 852.432 $ | +174.607 $ | +25,8 % | |||
| Ascent Group, LLC | 904.278 $ | +104.471 $ | +13,1 % | 799.807 $ | +19.975 $ | +2,6 % | 779.832 $ | +166.876 $ | +27,2 % | |||
| XPONANCE LLC | 888.374 $ | +459.634 $ | +107,2 % | 428.740 $ | +92.383 $ | +27,5 % | 336.357 $ | +76.066 $ | +29,2 % | |||
| EP Wealth Advisors, LLC | 869.204 $ | +281.346 $ | +47,9 % | 587.858 $ | -67.355 $ | -10,3 % | 655.213 $ | |||||
| Clearstead Advisors, LLC | 678.754 $ | -190.302 $ | -21,9 % | 869.056 $ | ||||||||
| Five Oceans Advisors | 869.000 $ | +158.687 $ | +22,3 % | 710.313 $ | -28.337 $ | -3,8 % | 738.650 $ | +78.714 $ | +11,9 % | |||
| Pinnacle Wealth Planning Services, Inc. | 858.277 $ | +140.249 $ | +19,5 % | 718.028 $ | -81.536 $ | -10,2 % | 799.564 $ | +81.967 $ | +11,4 % | |||
| Privatperson | 856.000 $ | +185.000 $ | +27,6 % | 671.000 $ | ||||||||
| Independent Advisor Alliance | 848.187 $ | +226.074 $ | +36,3 % | 622.113 $ | +272.937 $ | +78,2 % | 349.176 $ | |||||
| Trust Point Inc. | 846.729 $ | +131.166 $ | +18,3 % | 715.563 $ | +107.032 $ | +17,6 % | 608.531 $ | +169.129 $ | +38,5 % | |||
| Private Advisor Group, LLC | 195.626 $ | -645.938 $ | -76,8 % | 841.564 $ | +48.129 $ | +6,1 % | 793.435 $ | +91.050 $ | +13,0 % | |||
| HORIZON KINETICS ASSET MANAGEMENT LLC | 832.278 $ | +129.421 $ | +18,4 % | 702.857 $ | -60.296 $ | -7,9 % | 763.153 $ | +80.978 $ | +11,9 % | |||
| Frec Markets, Inc. | 827.117 $ | +181.901 $ | +28,2 % | 645.216 $ | +136.076 $ | +26,7 % | 509.140 $ | |||||
| Focused Wealth Management, Inc | 814.007 $ | +148.645 $ | +22,3 % | 665.362 $ | ||||||||
| Ascentis Independent Advisors | 802.007 $ | +396.759 $ | +97,9 % | 405.248 $ | +60.959 $ | +17,7 % | ||||||
| Valeo Financial Advisors, LLC | 799.115 $ | +137.722 $ | +20,8 % | 661.393 $ | +177.804 $ | +36,8 % | 483.589 $ | -255.757 $ | -34,6 % | 739.346 $ | +111.957 $ | +17,8 % |
| LVW Advisors, LLC | 791.072 $ | +243.901 $ | +44,6 % | 547.171 $ | +146.180 $ | +36,5 % | 400.991 $ | +22.369 $ | +5,9 % | |||
| Focus Advisor Solutions, LLC | 790.616 $ | +147.196 $ | +22,9 % | 643.420 $ | +99.449 $ | +18,3 % | 543.971 $ | +75.412 $ | +16,1 % | |||
| Advisory Services Network, LLC | 788.309 $ | +154.563 $ | +24,4 % | 633.746 $ | +100.772 $ | +18,9 % | 532.974 $ | +258.022 $ | +93,8 % | |||
| TOMPKINS FINANCIAL CORP | 772.391 $ | +770.735 $ | +46.542,0 % | 1.656 $ | +302 $ | +22,3 % | 1.354 $ | -3.069 $ | -69,4 % | 4.423 $ | +3.165 $ | +251,6 % |
| Aprio Wealth Management, LLC | 770.788 $ | +218.224 $ | +39,5 % | 552.564 $ | -14.373 $ | -2,5 % | 566.937 $ | +107.523 $ | +23,4 % | |||
| SAGE RHINO CAPITAL LLC | 754.460 $ | +143.377 $ | +23,5 % | 611.083 $ | -15.792 $ | -2,5 % | 626.875 $ | +69.591 $ | +12,5 % | |||
| Aviso Financial Inc. | 751.037 $ | +171.967 $ | +29,7 % | 579.070 $ | -7.734 $ | -1,3 % | 586.804 $ | +116.043 $ | +24,7 % | |||
| Gateway Wealth Partners, LLC | 723.700 $ | +108.828 $ | +17,7 % | 614.872 $ | ||||||||
| SummitTX Capital, L.P. | 712.922 $ | |||||||||||
| Polar Asset Management Partners Inc. | 708.906 $ | |||||||||||
| May Hill Capital, LLC | 694.802 $ | +320.283 $ | +85,5 % | 374.519 $ | +50.443 $ | +15,6 % | 324.076 $ | +65.084 $ | +25,1 % | |||
| INTRUST BANK NA | 687.640 $ | +126.958 $ | +22,6 % | 560.682 $ | +44.657 $ | +8,7 % | 516.025 $ | +248.702 $ | +93,0 % | |||
| EverSource Wealth Advisors, LLC | 555.010 $ | -129.705 $ | -18,9 % | 684.715 $ | +222.848 $ | +48,2 % | 461.867 $ | +64.316 $ | +16,2 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 682.782 $ | +184.315 $ | +37,0 % | 498.467 $ | -32.220 $ | -6,1 % | 530.687 $ | +41.749 $ | +8,5 % | |||
| CWM, LLC | 679.261 $ | +55.261 $ | +8,9 % | 624.000 $ | +172.000 $ | +38,1 % | ||||||
| BENJAMIN EDWARDS INC | 676.169 $ | +147.827 $ | +28,0 % | 528.342 $ | +118.296 $ | +28,8 % | 410.046 $ | +104.381 $ | +34,1 % | |||
| Allworth Financial LP | 670.167 $ | +123.522 $ | +22,6 % | 546.645 $ | +28.068 $ | +5,4 % | 518.577 $ | +82.950 $ | +19,0 % | |||
| Basecamp Wealth Advisors LLC | 661.544 $ | +119.123 $ | +22,0 % | 542.421 $ | -21.640 $ | -3,8 % | 564.061 $ | |||||
| Portside Wealth Group, LLC | 658.633 $ | +169.870 $ | +34,8 % | 488.763 $ | -78.289 $ | -13,8 % | 567.052 $ | +143.168 $ | +33,8 % | |||
| GFS Advisors, LLC | 656.596 $ | +363.315 $ | +123,9 % | 293.281 $ | -27.629 $ | -8,6 % | 320.910 $ | +34.197 $ | +11,9 % | |||
| New Republic Capital, LLC | 509.060 $ | +104.824 $ | +25,9 % | 404.236 $ | -239.448 $ | -37,2 % | 643.684 $ | +409.533 $ | +174,9 % | |||
| Florida Trust Wealth Management Co | 632.468 $ | +113.927 $ | +22,0 % | 518.541 $ | -20.687 $ | -3,8 % | 539.228 $ | +78.485 $ | +17,0 % | |||
| CreativeOne Wealth, LLC | 630.428 $ | |||||||||||
| Wedmont Private Capital | 628.761 $ | +113.810 $ | +22,1 % | 514.951 $ | -6.013 $ | -1,2 % | 520.964 $ | +35.960 $ | +7,4 % | 485.004 $ | +94.320 $ | +24,1 % |
| Hilltop Holdings Inc. | 358.510 $ | +83.210 $ | +30,2 % | 275.300 $ | -345.955 $ | -55,7 % | 621.255 $ | +89.934 $ | +16,9 % | |||
| RIVERSEDGE ADVISORS, LLC | 620.690 $ | +25.882 $ | +4,4 % | 594.808 $ | +264.451 $ | +80,1 % | 330.357 $ | -14.810 $ | -4,3 % | 345.167 $ | +47.126 $ | +15,8 % |
| Steward Partners Investment Advisory, LLC | 617.720 $ | +500.273 $ | +426,0 % | 117.447 $ | +6.317 $ | +5,7 % | 111.130 $ | +23.059 $ | +26,2 % | |||
| MGO ONE SEVEN LLC | 606.916 $ | +323.835 $ | +114,4 % | 283.081 $ | -12.596 $ | -4,3 % | 295.677 $ | +63.118 $ | +27,1 % | |||
| Greenspring Advisors, LLC | 605.034 $ | +128.781 $ | +27,0 % | 476.253 $ | +15.757 $ | +3,4 % | 460.496 $ | |||||
| EVOLVE PRIVATE WEALTH, LLC | 604.770 $ | +91.000 $ | +17,7 % | 513.770 $ | +59.256 $ | +13,0 % | 454.514 $ | |||||
| 55 North Private Wealth, LLC | 602.164 $ | +223.375 $ | +59,0 % | 378.789 $ | +8.067 $ | +2,2 % | 370.722 $ | |||||
| MAI Capital Management | 589.644 $ | +466.203 $ | +377,7 % | 123.441 $ | +48.714 $ | +65,2 % | 74.727 $ | +7.179 $ | +10,6 % | |||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 572.935 $ | +104.623 $ | +22,3 % | 468.312 $ | +38.795 $ | +9,0 % | 429.517 $ | +223.931 $ | +108,9 % | |||
| Privatperson | 560.062 $ | +133.536 $ | +31,3 % | 426.526 $ | -60.762 $ | -12,5 % | 487.288 $ | +33.368 $ | +7,4 % | |||
| SIT INVESTMENT ASSOCIATES INC | 558.000 $ | +102.000 $ | +22,4 % | 456.000 $ | ||||||||
| Sovran Advisors, LLC | 556.783 $ | +127.334 $ | +29,7 % | 429.449 $ | +34.523 $ | +8,7 % | 394.926 $ | +156.509 $ | +65,6 % | |||
| SYM FINANCIAL Corp | 548.550 $ | +151.460 $ | +38,1 % | 397.090 $ | -14.785 $ | -3,6 % | 411.875 $ | +46.521 $ | +12,7 % | |||
| ANCHYRA PARTNERS LLC | 546.742 $ | +127.600 $ | +30,4 % | 419.142 $ | +6.445 $ | +1,6 % | 412.697 $ | |||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 545.993 $ | +58.874 $ | +12,1 % | 487.119 $ | +336.341 $ | +223,1 % | 150.778 $ | +44.550 $ | +41,9 % | |||
| Diversify Advisory Services, LLC | 545.993 $ | +390.165 $ | +250,4 % | 155.828 $ | +20.963 $ | +15,5 % | ||||||
| Wealthspire Advisors, LLC | 149.971 $ | -98.172 $ | -39,6 % | 248.143 $ | -290.684 $ | -53,9 % | 538.827 $ | +465.944 $ | +639,3 % | |||
| J.Safra Asset Management Corp | 535.509 $ | +121.849 $ | +29,5 % | 413.660 $ | +330.225 $ | +395,8 % | 83.435 $ | |||||
| FLPUTNAM INVESTMENT MANAGEMENT CO | 533.528 $ | +336.507 $ | +170,8 % | 197.021 $ | -7.989 $ | -3,9 % | 205.010 $ | +32.442 $ | +18,8 % | |||
| Cresset Asset Management, LLC | 300.321 $ | -231.295 $ | -43,5 % | 531.616 $ | +60.369 $ | +12,8 % | 471.247 $ | +251.353 $ | +114,3 % | |||
| WEALTH ALLIANCE, LLC | 526.175 $ | +98.266 $ | +23,0 % | 427.909 $ | -85.691 $ | -16,7 % | 513.600 $ | +63.002 $ | +14,0 % | |||
| Waterfront Wealth Inc. | 522.480 $ | +97.609 $ | +23,0 % | 424.871 $ | -52.167 $ | -10,9 % | 477.038 $ | -316.412 $ | -39,9 % | |||
| Beacon Pointe Advisors, LLC | 280.679 $ | -240.739 $ | -46,2 % | 521.418 $ | ||||||||
| Cromwell Holdings LLC | 507.191 $ | +92.617 $ | +22,3 % | 414.574 $ | -16.539 $ | -3,8 % | 431.113 $ | +45.941 $ | +11,9 % | |||
| Advisors Preferred, LLC | 227.472 $ | -278.696 $ | -55,1 % | 506.168 $ | ||||||||
| Prime Capital Investment Advisors, LLC | 505.163 $ | +101.260 $ | +25,1 % | 403.903 $ | -24.324 $ | -5,7 % | 428.227 $ | +48.851 $ | +12,9 % | |||
| Nykredit A/S | 502.292 $ | |||||||||||
| Waterford Advisors, LLC | 498.511 $ | |||||||||||
| Kestra Advisory Services, LLC | 260.513 $ | +132.124 $ | +102,9 % | 128.389 $ | -362.199 $ | -73,8 % | 490.588 $ | +29.897 $ | +6,5 % | |||
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 488.341 $ | +89.176 $ | +22,3 % | 399.165 $ | ||||||||
| SEVEN MILE ADVISORY | 487.099 $ | +90.945 $ | +23,0 % | 396.154 $ | -21.903 $ | -5,2 % | 418.057 $ | +14.619 $ | +3,6 % | |||
| Bridgewater Advisors Inc. | 485.881 $ | +92.028 $ | +23,4 % | 393.853 $ | +26.236 $ | +7,1 % | 367.617 $ | +64.278 $ | +21,2 % | |||
| Traveka Wealth, LLC | 485.815 $ | +89.955 $ | +22,7 % | 395.860 $ | -15.488 $ | -3,8 % | 411.348 $ | +51.433 $ | +14,3 % | |||
| BRIGHTON JONES LLC | 476.167 $ | +158.323 $ | +49,8 % | 317.844 $ | +107.422 $ | +51,1 % | ||||||
| Cadence Bank | 474.021 $ | +50.514 $ | +11,9 % | |||||||||
| Clarius Group, LLC | 469.118 $ | +49.991 $ | +11,9 % | |||||||||
| WEDBUSH SECURITIES INC | 412.000 $ | +46.000 $ | +12,6 % | 366.000 $ | -101.000 $ | -21,6 % | 467.000 $ | +35.000 $ | +8,1 % | |||
| Arkadios Wealth Advisors | 466.588 $ | +119.922 $ | +34,6 % | 346.666 $ | +45.672 $ | +15,2 % | 300.994 $ | +58.570 $ | +24,2 % | |||
| IHT Wealth Management, LLC | 465.557 $ | +164.686 $ | +54,7 % | 300.871 $ | -13.962 $ | -4,4 % | 314.833 $ | +23.080 $ | +7,9 % | |||
| Jefferies Financial Group Inc. | 390.164 $ | -72.608 $ | -15,7 % | 462.772 $ | +107.112 $ | +30,1 % | ||||||
| AlTi Global, Inc. | 458.596 $ | +204.739 $ | +80,7 % | |||||||||
| Composition Wealth, LLC | 455.273 $ | +294.950 $ | +184,0 % | 160.323 $ | +14.378 $ | +9,9 % | 145.945 $ | +25.530 $ | +21,2 % | |||
| Kovack Advisors, Inc. | 454.323 $ | +71.588 $ | +18,7 % | 382.735 $ | +203.524 $ | +113,6 % | 179.211 $ | +74.155 $ | +70,6 % | |||
| SEEDS INVESTOR LLC | 452.290 $ | +29.896 $ | +7,1 % | 422.394 $ | +69.097 $ | +19,6 % | 353.297 $ | +31.287 $ | +9,7 % | |||
| NATURAL INVESTMENTS, LLC | 451.000 $ | +86.000 $ | +23,6 % | 365.000 $ | -20.000 $ | -5,2 % | 385.000 $ | +41.000 $ | +11,9 % | |||
| Concurrent Investment Advisors, LLC | 448.646 $ | +107.927 $ | +31,7 % | 340.719 $ | +152.598 $ | +81,1 % | 188.121 $ | +56.093 $ | +42,5 % | |||
| PFW Advisors LLC | 378.168 $ | -68.869 $ | -15,4 % | 447.037 $ | +81.633 $ | +22,3 % | 365.404 $ | -14.578 $ | -3,8 % | 379.982 $ | +61.767 $ | +19,4 % |
| Governors Lane LP | 445.188 $ | +81.295 $ | +22,3 % | 363.893 $ | ||||||||
| AXQ CAPITAL, LP | 438.002 $ | |||||||||||
| VSM Wealth Advisory, LLC | 436.190 $ | +79.652 $ | +22,3 % | 356.538 $ | +25.286 $ | +7,6 % | ||||||
| Integrated Wealth Concepts LLC | 435.814 $ | +92.936 $ | +27,1 % | 342.878 $ | -28.928 $ | -7,8 % | 371.806 $ | +19.894 $ | +5,7 % | |||
| Gladstone Institutional Advisory LLC | 424.943 $ | +33.714 $ | +8,6 % | |||||||||
| Pure Financial Advisors, LLC | 421.072 $ | +210.874 $ | +100,3 % | 210.198 $ | +53.139 $ | +33,8 % | 157.059 $ | |||||
| Keebeck Wealth Management | 420.417 $ | +220.896 $ | +110,7 % | 199.521 $ | ||||||||
| SATURNA CAPITAL CORP | 362.340 $ | +72.120 $ | +24,9 % | 290.220 $ | -125.022 $ | -30,1 % | 415.242 $ | +166.080 $ | +66,7 % | |||
| Optas, LLC | 414.224 $ | +77.123 $ | +22,9 % | 337.101 $ | -5.507 $ | -1,6 % | 342.608 $ | +41.286 $ | +13,7 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 411.000 $ | +77.000 $ | +23,1 % | 334.000 $ | -4.000 $ | -1,2 % | 338.000 $ | +54.000 $ | +19,0 % | |||
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 410.619 $ | +154.492 $ | +60,3 % | 256.127 $ | +74.564 $ | +41,1 % | 181.563 $ | +34.028 $ | +23,1 % | |||
| Modern Wealth Management, LLC | 410.367 $ | +133.142 $ | +48,0 % | 277.225 $ | +18.325 $ | +7,1 % | 258.900 $ | |||||
| OLD NATIONAL BANCORP /IN/ | 410.343 $ | +71.357 $ | +21,1 % | 338.986 $ | -27.424 $ | -7,5 % | 366.410 $ | +18.820 $ | +5,4 % | |||
| D'Orazio & Associates, Inc. | 402.891 $ | +59.719 $ | +17,4 % | 343.172 $ | -14.265 $ | -4,0 % | 357.437 $ | +84.181 $ | +30,8 % | |||
| Savvy Advisors, Inc. | 402.670 $ | +161.639 $ | +67,1 % | 241.031 $ | +74.101 $ | +44,4 % | 166.930 $ | |||||
| Avestar Capital, LLC | 401.056 $ | +242.617 $ | +153,1 % | 158.439 $ | +9.679 $ | +6,5 % | 148.760 $ | +15.559 $ | +11,7 % | |||
| Gibbs Wealth Management | 398.556 $ | +219.156 $ | +122,2 % | 179.400 $ | +20.942 $ | +13,2 % | ||||||
| Roehl & Yi Investment Advisors, LLC | 276.925 $ | -83.843 $ | -23,2 % | 360.768 $ | -31.319 $ | -8,0 % | 392.087 $ | +38.156 $ | +10,8 % | |||
| Keel Point, LLC | 236.312 $ | +54.760 $ | +30,2 % | 181.552 $ | -207.110 $ | -53,3 % | 388.662 $ | +75.551 $ | +24,1 % | |||
| Athena Wealth Management, LLC | 387.624 $ | +14.464 $ | +3,9 % | 373.160 $ | +90.449 $ | +32,0 % | 282.711 $ | |||||
| Snowden Capital Advisors LLC | 386.138 $ | +78.769 $ | +25,6 % | 307.369 $ | +8 $ | +0,0 % | 307.361 $ | +40.603 $ | +15,2 % | |||
| Everhart Financial Group, Inc. | 381.030 $ | +177.094 $ | +86,8 % | 203.936 $ | +36.123 $ | +21,5 % | 167.813 $ | +28.461 $ | +20,4 % | 139.352 $ | +17.595 $ | +14,5 % |
| AXXCESS WEALTH MANAGEMENT, LLC | 375.249 $ | +14.231 $ | +3,9 % | 361.018 $ | +25.962 $ | +7,7 % | ||||||
| GRIMES & Co WEALTH MANAGEMENT, LLC | 373.535 $ | +71.324 $ | +23,6 % | 302.211 $ | -16.134 $ | -5,1 % | 318.345 $ | +40.484 $ | +14,6 % | |||
| HOLLENCREST CAPITAL MANAGEMENT | 369.674 $ | +67.505 $ | +22,3 % | 302.169 $ | -12.054 $ | -3,8 % | 314.223 $ | +33.485 $ | +11,9 % | |||
| Sonoma Allocations LLC | 269.291 $ | -99.927 $ | -27,1 % | 369.218 $ | ||||||||
| Carter Financial Group, INC. | 208.463 $ | -151.662 $ | -42,1 % | 360.125 $ | -6.883 $ | -1,9 % | 367.008 $ | |||||
| Transamerica Financial Advisors, LLC | 363.314 $ | +74.016 $ | +25,6 % | 289.298 $ | +9.690 $ | +3,5 % | 279.608 $ | +76.857 $ | +37,9 % | |||
| Waverly Advisors, LLC | 363.242 $ | +89.184 $ | +32,5 % | 274.058 $ | -51.518 $ | -15,8 % | 325.576 $ | +169.541 $ | +108,7 % | |||
| 1834 INVESTMENT ADVISORS CO | 360.180 $ | +65.772 $ | +22,3 % | 294.408 $ | -11.745 $ | -3,8 % | 306.153 $ | -52.295 $ | -14,6 % | |||
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 355.819 $ | +72.860 $ | +25,7 % | 282.959 $ | ||||||||
| Legacy Capital Group California, Inc. | 352.507 $ | +72.255 $ | +25,8 % | 280.252 $ | ||||||||
| a16z Perennial Management, L.P. | 269.130 $ | -83.016 $ | -23,6 % | 352.146 $ | +102.104 $ | +40,8 % | ||||||
| Baird Financial Group, Inc. | 351.197 $ | |||||||||||
| Foster Group, Inc. | 350.437 $ | +105.684 $ | +43,2 % | 244.753 $ | -2.680 $ | -1,1 % | 247.433 $ | +37.445 $ | +17,8 % | |||
| Syverson Strege & Co | 350.395 $ | +52.059 $ | +17,4 % | 298.336 $ | -31.397 $ | -9,5 % | 329.733 $ | +19.178 $ | +6,2 % | |||
| NORDEN GROUP LLC | 346.920 $ | +75.341 $ | +27,7 % | 271.579 $ | -56.701 $ | -17,3 % | 328.280 $ | +27.053 $ | +9,0 % | |||
| EARNED WEALTH ADVISORS, LLC | 269.578 $ | -75.469 $ | -21,9 % | 345.047 $ | +11.185 $ | +3,4 % | 333.862 $ | +41.608 $ | +14,2 % | |||
| Westend Capital Management, LLC | 341.384 $ | +62.339 $ | +22,3 % | 279.045 $ | -12.187 $ | -4,2 % | 291.232 $ | +31.035 $ | +11,9 % | |||
| Myriad Asset Management US LP | 341.000 $ | -490.305 $ | -59,0 % | |||||||||
| Crestwood Advisors Group, LLC | 340.854 $ | +123.781 $ | +57,0 % | 217.073 $ | +43.973 $ | +25,4 % | 173.100 $ | |||||
| Strategic Financial Concepts, LLC | 181.242 $ | -158.937 $ | -46,7 % | 340.179 $ | ||||||||
| Rehmann Capital Advisory Group | 340.035 $ | +80.247 $ | +30,9 % | 259.788 $ | +920 $ | +0,4 % | 258.868 $ | +51.876 $ | +25,1 % | |||
| Sowell Financial Services LLC | 319.489 $ | +25.955 $ | +8,8 % | 293.534 $ | -45.193 $ | -13,3 % | 338.727 $ | +1.917 $ | +0,6 % | |||
| Csenge Advisory Group | 335.736 $ | +70.231 $ | +26,5 % | 265.505 $ | -19.836 $ | -7,0 % | 285.341 $ | +31.302 $ | +12,3 % | |||
| Hoxton Planning & Management, LLC | 334.098 $ | +61.009 $ | +22,3 % | 273.089 $ | -30.284 $ | -10,0 % | 303.373 $ | +32.329 $ | +11,9 % | |||
| Ameritas Advisory Services, LLC | 155.044 $ | -157.655 $ | -50,4 % | 312.699 $ | -20.029 $ | -6,0 % | 332.728 $ | +294.902 $ | +779,6 % | |||
| Snider Financial Group | 332.293 $ | +61.623 $ | +22,8 % | 270.670 $ | -16.664 $ | -5,8 % | 287.334 $ | +31.544 $ | +12,3 % | |||
| SteelPeak Wealth, LLC | 331.988 $ | +61.278 $ | +22,6 % | 270.710 $ | ||||||||
| Global Trust Asset Management, LLC | 327.060 $ | +50.587 $ | +18,3 % | 276.473 $ | -22.759 $ | -7,6 % | 299.232 $ | +74.960 $ | +33,4 % | |||
| INSIGNEO ADVISORY SERVICES, LLC | 325.794 $ | +74.509 $ | +29,7 % | 251.285 $ | -3.174 $ | -1,2 % | 254.459 $ | -144.127 $ | -36,2 % | |||
| Anchor Investment Management, LLC | 325.556 $ | +66.116 $ | +25,5 % | 259.440 $ | -10.350 $ | -3,8 % | 269.790 $ | +28.750 $ | +11,9 % | |||
| World Investment Advisors | 322.763 $ | +4.872 $ | +1,5 % | 317.891 $ | +2.788 $ | +0,9 % | 315.103 $ | +96.603 $ | +44,2 % | |||
| Nilsine Partners, LLC | 321.968 $ | +53.228 $ | +19,8 % | 268.740 $ | +6.047 $ | +2,3 % | 262.693 $ | +41.355 $ | +18,7 % | |||
| MOODY NATIONAL BANK TRUST DIVISION | 242.343 $ | -75.360 $ | -23,7 % | 317.703 $ | +58.015 $ | +22,3 % | 259.688 $ | +113.978 $ | +78,2 % | 145.710 $ | ||
| Stratos Wealth Partners, LTD. | 317.136 $ | +79.263 $ | +33,3 % | 237.873 $ | +95.616 $ | +67,2 % | 142.257 $ | -12.396 $ | -8,0 % | |||
| Eagle Strategies LLC | 316.094 $ | +60.874 $ | +23,9 % | 255.220 $ | -10.182 $ | -3,8 % | 265.402 $ | +30.449 $ | +13,0 % | |||
| ANGELES WEALTH MANAGEMENT, LLC | 312.915 $ | +68.669 $ | +28,1 % | 244.246 $ | ||||||||
| Ellevest, Inc. | 312.208 $ | +87.104 $ | +38,7 % | 225.104 $ | -14.446 $ | -6,0 % | 239.550 $ | -68.352 $ | -22,2 % | |||
| CogentBlue Wealth Advisors, LLC | 309.355 $ | +39.537 $ | +14,7 % | 269.818 $ | +10.116 $ | +3,9 % | 259.702 $ | +31.102 $ | +13,6 % | |||
| Dynamic Advisor Solutions LLC | 304.111 $ | +102.109 $ | +50,5 % | 202.002 $ | +8.046 $ | +4,1 % | 193.956 $ | +38.181 $ | +24,5 % | |||
| Perigon Wealth Management, LLC | 303.124 $ | +65.980 $ | +27,8 % | 237.144 $ | ||||||||
| GeoWealth Management, LLC | 301.627 $ | +60.652 $ | +25,2 % | 240.975 $ | -21.894 $ | -8,3 % | 262.869 $ | +18.748 $ | +7,7 % | |||
| DRIVE WEALTH MANAGEMENT, LLC | 297.807 $ | +65.428 $ | +28,2 % | 232.379 $ | -10.807 $ | -4,4 % | 243.186 $ | |||||
| HANCOCK WHITNEY CORP | 236.145 $ | -61.426 $ | -20,6 % | 297.571 $ | +50.841 $ | +20,6 % | 246.730 $ | +37.991 $ | +18,2 % | |||
| Resonant Capital Advisors, LLC | 296.327 $ | +70.795 $ | +31,4 % | 225.532 $ | +80.338 $ | +55,3 % | 145.194 $ | +18.512 $ | +14,6 % | |||
| SG Americas Securities, LLC | 292.000 $ | +81.000 $ | +38,4 % | |||||||||
| HBK Sorce Advisory LLC | 290.560 $ | +54.993 $ | +23,3 % | 235.567 $ | +17.209 $ | +7,9 % | 218.358 $ | +26.248 $ | +13,7 % | |||
| MATTERS CAPITAL LLC | 290.366 $ | +56.577 $ | +24,2 % | 233.789 $ | -9.327 $ | -3,8 % | 243.116 $ | |||||
| Impact Capital Partners LLC | 288.710 $ | +54.548 $ | +23,3 % | 234.162 $ | -28.531 $ | -10,9 % | 262.693 $ | +29.282 $ | +12,5 % | |||
| Fulcrum Equity Management | 288.323 $ | +52.650 $ | +22,3 % | 235.673 $ | -9.402 $ | -3,8 % | 245.075 $ | +88.221 $ | +56,2 % | |||
| Brucke Financial, Inc. | 158.769 $ | +16.043 $ | +11,2 % | 142.726 $ | -143.439 $ | -50,1 % | 286.165 $ | +83.662 $ | +41,3 % | |||
| Aventura Private Wealth, LLC | 285.177 $ | +52.076 $ | +22,3 % | 233.101 $ | -9.299 $ | -3,8 % | 242.400 $ | +25.831 $ | +11,9 % | |||
| FIDUCIARY FINANCIAL GROUP, LLC | 285.080 $ | +60.946 $ | +27,2 % | 224.134 $ | +10.237 $ | +4,8 % | 213.897 $ | +40.411 $ | +23,3 % | |||
| Stonebrook Private Inc. | 284.625 $ | +145.486 $ | +104,6 % | 139.139 $ | ||||||||
| Range Advisory, LLC | 284.113 $ | |||||||||||
| Activest Wealth Management | 168.388 $ | -104.599 $ | -38,3 % | 272.987 $ | -10.187 $ | -3,6 % | 283.174 $ | +30.176 $ | +11,9 % | |||
| LAVELLE CAPITAL LP | 283.107 $ | +51.698 $ | +22,3 % | 231.409 $ | -9.232 $ | -3,8 % | 240.641 $ | |||||
| XXI WEALTH, LLC | 281.520 $ | +78.954 $ | +39,0 % | 202.566 $ | ||||||||
| Hardy Reed LLC | 272.371 $ | |||||||||||
| GTS SECURITIES LLC | 271.761 $ | |||||||||||
| Prosperity Consulting Group, LLC | 270.038 $ | |||||||||||
| Icon Wealth Advisors, LLC | 269.103 $ | +17.273 $ | +6,9 % | 251.830 $ | +26.866 $ | +11,9 % | ||||||
| CERTUITY, LLC | 199.562 $ | -59.878 $ | -23,1 % | 259.440 $ | -6.573 $ | -2,5 % | 266.013 $ | +34.839 $ | +15,1 % | |||
| MISSION WEALTH MANAGEMENT, LP | 263.890 $ | +146.448 $ | +124,7 % | 117.442 $ | -5.635 $ | -4,6 % | 123.077 $ | +15.519 $ | +14,4 % | |||
| SmartHarvest Portfolios, LLC | 261.958 $ | +74.809 $ | +40,0 % | 187.149 $ | -53.166 $ | -22,1 % | 240.315 $ | |||||
| Avidian Wealth Enterprises, LLC | 257.438 $ | +22.859 $ | +9,7 % | 234.579 $ | +65.967 $ | +39,1 % | 168.612 $ | +21.109 $ | +14,3 % | 147.503 $ | +28.345 $ | +23,8 % |
| Diversified Trust Co | 256.376 $ | +59.495 $ | +30,2 % | 196.881 $ | +5.143 $ | +2,7 % | 191.738 $ | +39.621 $ | +26,0 % | |||
| FIDUCIARY TRUST CO | 254.366 $ | +22.910 $ | +9,9 % | 231.456 $ | ||||||||
| Ariadne Wealth Management, LP | 251.298 $ | +42.731 $ | +20,5 % | 208.567 $ | -14.238 $ | -6,4 % | 222.805 $ | +22.480 $ | +11,2 % | |||
| B. Riley Wealth Advisors, Inc. | 172.335 $ | +4.754 $ | +2,8 % | 167.581 $ | -83.600 $ | -33,3 % | 251.181 $ | +44.135 $ | +21,3 % | |||
| Nicht ausgewiesen | 250.890 $ | +47.644 $ | +23,4 % | 203.246 $ | +27.308 $ | +15,5 % | 175.938 $ | +22.668 $ | +14,8 % | |||
| Sunpointe, LLC | 208.187 $ | +34.024 $ | +19,5 % | 174.163 $ | -74.138 $ | -29,9 % | 248.301 $ | +43.868 $ | +21,5 % | |||
| PERSONAL CFO SOLUTIONS, LLC | 247.817 $ | +19.973 $ | +8,8 % | 227.844 $ | +4.705 $ | +2,1 % | 223.139 $ | +12.156 $ | +5,8 % | |||
| Altar Rock LLC | 244.122 $ | +47.206 $ | +24,0 % | 196.916 $ | ||||||||
| Cornerstone Wealth Group, LLC | 240.993 $ | +63.071 $ | +35,4 % | 177.922 $ | +38.112 $ | +27,3 % | 139.810 $ | |||||
| Quadrant Private Wealth Management, LLC | 236.132 $ | +98.584 $ | +71,7 % | 137.548 $ | ||||||||
| Avior Wealth Management, LLC | 236.104 $ | |||||||||||
| Flatrock Wealth Partners LLC | 235.202 $ | +53.462 $ | +29,4 % | 181.740 $ | +5.852 $ | +3,3 % | 175.888 $ | |||||
| Choate Investment Advisors | 234.862 $ | +43.948 $ | +23,0 % | 190.914 $ | -10.091 $ | -5,0 % | 201.005 $ | +23.635 $ | +13,3 % | |||
| Elm Partners Management LLC | 231.584 $ | +52.252 $ | +29,1 % | 179.332 $ | -17.263 $ | -8,8 % | 196.595 $ | +20.950 $ | +11,9 % | |||
| Larson Financial Group LLC | 230.377 $ | +134.012 $ | +139,1 % | 96.365 $ | +11.886 $ | +14,1 % | 84.479 $ | +16.351 $ | +24,0 % | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 230.281 $ | +42.052 $ | +22,3 % | 188.229 $ | ||||||||
| Gotham Asset Management, LLC | 228.238 $ | +41.678 $ | +22,3 % | 186.560 $ | -7.442 $ | -3,8 % | 194.002 $ | |||||
| Phillips Wealth Planners LLC | 228.180 $ | +36.676 $ | +19,2 % | |||||||||
| ELEVATION POINT WEALTH PARTNERS, LLC | 228.031 $ | +51.797 $ | +29,4 % | 176.234 $ | -29.798 $ | -14,5 % | 206.032 $ | +18.870 $ | +10,1 % | |||
| Mitsubishi UFJ Asset Management Co., Ltd. | 207.123 $ | -18.550 $ | -8,2 % | 225.673 $ | -5.966 $ | -2,6 % | ||||||
| First Affirmative Financial Network | 224.429 $ | -15.358 $ | -6,4 % | |||||||||
| AE Wealth Management LLC | 224.166 $ | +42.523 $ | +23,4 % | 181.643 $ | +1.525 $ | +0,8 % | 180.118 $ | +35.953 $ | +24,9 % | |||
| Boxwood Ventures, Inc. | 223.974 $ | |||||||||||
| VestGen Advisors, LLC | 220.551 $ | +70.073 $ | +46,6 % | 150.478 $ | ||||||||
| HARBOUR INVESTMENTS, INC. | 220.214 $ | +29.604 $ | +15,5 % | 190.610 $ | +98.104 $ | +106,1 % | 92.506 $ | +25.054 $ | +37,1 % | |||
| Soltis Investment Advisors LLC | 219.955 $ | +35.229 $ | +19,1 % | 184.726 $ | +14.324 $ | +8,4 % | 170.402 $ | +59.181 $ | +53,2 % | |||
| Mayflower Financial Advisors, LLC | 218.951 $ | +37.817 $ | +20,9 % | 181.134 $ | +18.462 $ | +11,3 % | 162.672 $ | +44.175 $ | +37,3 % | |||
| Sage Mountain Advisors LLC | 217.017 $ | +13.181 $ | +6,5 % | |||||||||
| Pallas Capital Advisors LLC | 214.955 $ | |||||||||||
| Intergy Private Wealth, LLC | 214.355 $ | +46.204 $ | +27,5 % | 168.151 $ | -5.723 $ | -3,3 % | 173.874 $ | +31.294 $ | +21,9 % | |||
| ENTERPRISE FINANCIAL SERVICES CORP | 214.023 $ | +43.741 $ | +25,7 % | 170.282 $ | -18.370 $ | -9,7 % | 188.652 $ | +22.608 $ | +13,6 % | |||
| Diversified Enterprises, LLC | 213.748 $ | +38.096 $ | +21,7 % | 175.652 $ | +5.356 $ | +3,1 % | 170.296 $ | +43.939 $ | +34,8 % | |||
| BAKER TILLY WEALTH MANAGEMENT, LLC | 194.021 $ | -19.575 $ | -9,2 % | 213.596 $ | +30.082 $ | +16,4 % | 183.514 $ | -26.605 $ | -12,7 % | 210.119 $ | +23.145 $ | +12,4 % |
| BROWN ADVISORY INC | 162.233 $ | +32.907 $ | +25,4 % | 129.326 $ | -82.518 $ | -39,0 % | 211.844 $ | +75.237 $ | +55,1 % | |||
| New Vernon Capital Holdings II LLC | 209.650 $ | +38.284 $ | +22,3 % | 171.366 $ | -6.836 $ | -3,8 % | 178.202 $ | |||||
| Aspen Grove Capital, LLC | 208.104 $ | +38.002 $ | +22,3 % | 170.102 $ | ||||||||
| Procyon Advisors, LLC | 175.991 $ | -8.854 $ | -4,8 % | 184.845 $ | -22.307 $ | -10,8 % | 207.152 $ | +26.575 $ | +14,7 % | |||
| STEPHENS INC /AR/ | 141.326 $ | +25.661 $ | +22,2 % | 115.665 $ | -89.199 $ | -43,5 % | 204.864 $ | +68.215 $ | +49,9 % | |||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 183.951 $ | -18.627 $ | -9,2 % | 202.578 $ | +9.831 $ | +5,1 % | 192.747 $ | +5.459 $ | +2,9 % | |||
| Drucker Wealth 3.0, LLC | 202.459 $ | +51.991 $ | +34,6 % | 150.468 $ | -4.546 $ | -2,9 % | 155.014 $ | |||||
| Advisors Capital Management, LLC | 201.803 $ | +62.496 $ | +44,9 % | 139.307 $ | ||||||||
| Frank, Rimerman Advisors LLC | 201.563 $ | +62.402 $ | +44,8 % | 139.161 $ | ||||||||
| EVOKE WEALTH, LLC | 200.118 $ | +30.163 $ | +17,7 % | 169.955 $ | +37.392 $ | +28,2 % | ||||||
| Moors & Cabot, Inc. | 198.977 $ | +20.190 $ | +11,3 % | 178.787 $ | -6.558 $ | -3,5 % | 185.345 $ | +15.110 $ | +8,9 % | |||
| Stiles Financial Services Inc | 198.315 $ | +36.638 $ | +22,7 % | 161.677 $ | -6.449 $ | -3,8 % | 168.126 $ | +18.331 $ | +12,2 % | |||
| Stratos Investment Management, LLC | 181.429 $ | +1.279 $ | +0,7 % | 180.150 $ | -17.744 $ | -9,0 % | 197.894 $ | +31.629 $ | +19,0 % | |||
| Spectrum Planning & Advisory Services Inc. | 197.588 $ | |||||||||||
| VANGUARD GROUP INC | 195.739 $ | +20.859 $ | +11,9 % | |||||||||
| Samalin Investment Counsel, LLC | 194.632 $ | +36.911 $ | +23,4 % | 157.721 $ | -37.610 $ | -19,3 % | 195.331 $ | +22.355 $ | +12,9 % | |||
| KINGSWOOD WEALTH ADVISORS, LLC | 194.732 $ | +36.812 $ | +23,3 % | 157.920 $ | ||||||||
| Calydon Capital | 194.263 $ | +35.474 $ | +22,3 % | 158.789 $ | -6.334 $ | -3,8 % | 165.123 $ | +53.605 $ | +48,1 % | |||
| TWIN PEAKS WEALTH ADVISORS, LLC | 193.669 $ | +87.062 $ | +81,7 % | 106.607 $ | ||||||||
| PEAPACK GLADSTONE FINANCIAL CORP | 191.000 $ | +31.000 $ | +19,4 % | |||||||||
| SVB WEALTH LLC | 190.868 $ | +33.828 $ | +21,5 % | 157.040 $ | -9.139 $ | -5,5 % | 166.179 $ | +21.146 $ | +14,6 % | |||
| August Group Capital Ltd | 189.156 $ | +27.433 $ | +17,0 % | 161.723 $ | -8.633 $ | -5,1 % | 170.356 $ | |||||
| OneAscent Financial Services LLC | 189.045 $ | +34.815 $ | +22,6 % | 154.230 $ | ||||||||
| Klingman & Associates, LLC | 185.555 $ | +54.763 $ | +41,9 % | 130.792 $ | +6.970 $ | +5,6 % | 123.822 $ | |||||
| Nolet Wealth Management, LLC | 184.350 $ | +58.772 $ | +46,8 % | 125.578 $ | ||||||||
| BROWN BROTHERS HARRIMAN & CO | 183.913 $ | +29.682 $ | +19,2 % | 154.231 $ | +84.203 $ | +120,2 % | 70.028 $ | +61.937 $ | +765,5 % | |||
| Atlas Legacy Advisors, LLC | 181.273 $ | |||||||||||
| JOURNEY STRATEGIC WEALTH LLC | 181.134 $ | |||||||||||
| X-Square Capital, LLC | 181.000 $ | +33.000 $ | +22,3 % | 148.000 $ | -6.000 $ | -3,9 % | 154.000 $ | +16.000 $ | +11,6 % | |||
| Bulltick Wealth Management, LLC | 179.698 $ | +34.021 $ | +23,4 % | 145.677 $ | -2.832 $ | -1,9 % | 148.509 $ | +17.060 $ | +13,0 % | |||
| Planned Solutions, Inc. | 179.345 $ | +56.111 $ | +45,5 % | 123.234 $ | -4.916 $ | -3,8 % | 128.150 $ | +13.656 $ | +11,9 % | |||
| OneAscent Investment Solutions LLC | 179.110 $ | |||||||||||
| Curated Wealth Partners LLC | 178.544 $ | +32.603 $ | +22,3 % | 145.941 $ | -5.822 $ | -3,8 % | 151.763 $ | |||||
| Interchange Capital Partners, LLC | 178.118 $ | +25.079 $ | +16,4 % | 153.039 $ | +39.478 $ | +34,8 % | ||||||
| GC Wealth Management RIA, LLC | 174.391 $ | +53.583 $ | +44,4 % | 120.808 $ | -61.889 $ | -33,9 % | ||||||
| BIP Wealth, LLC | 174.004 $ | +33.913 $ | +24,2 % | 140.091 $ | +12.392 $ | +9,7 % | ||||||
| Summit Financial, LLC | 169.200 $ | -4.263 $ | -2,5 % | 173.463 $ | +19.061 $ | +12,3 % | ||||||
| Curi Capital, LLC | 171.310 $ | +54.413 $ | +46,5 % | 116.897 $ | ||||||||
| Livet Wealth, LLC | 169.367 $ | +30.386 $ | +21,9 % | 138.981 $ | -18.389 $ | -11,7 % | 157.370 $ | |||||
| Walkner Condon Financial Advisors LLC | 168.691 $ | +55.135 $ | +48,6 % | 113.556 $ | ||||||||
| VICTORY FINANCIAL GROUP, LLC | 167.532 $ | +36.966 $ | +28,3 % | 130.566 $ | ||||||||
| Reliant Investment Partners, LLC | 165.973 $ | +30.308 $ | +22,3 % | 135.665 $ | +9.790 $ | +7,8 % | 125.875 $ | |||||
| Western Financial Corp/CA | 164.993 $ | +30.129 $ | +22,3 % | 134.864 $ | ||||||||
| Owl Creek Wealth Partners LLC | 164.897 $ | +30.112 $ | +22,3 % | 134.785 $ | ||||||||
| Investment Research Partners LLC | 164.717 $ | |||||||||||
| ROTHSCHILD INVESTMENT LLC | 164.648 $ | +73.742 $ | +81,1 % | 90.906 $ | +15.072 $ | +19,9 % | 75.834 $ | +14.044 $ | +22,7 % | |||
| Freestone Capital Holdings, LLC | 145.523 $ | -19.072 $ | -11,6 % | 164.595 $ | +30.839 $ | +23,1 % | ||||||
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 164.013 $ | +37.000 $ | +29,1 % | 127.013 $ | -4.246 $ | -3,2 % | 131.259 $ | |||||
| National Philanthropic Trust | 149.123 $ | +17.970 $ | +13,7 % | 131.153 $ | -30.897 $ | -19,1 % | 162.050 $ | |||||
| VIABLE PLANNING, LLC | 161.687 $ | |||||||||||
| GENESIS PRIVATE WEALTH, LLC | 161.212 $ | +28.288 $ | +21,3 % | 132.924 $ | -1.560 $ | -1,2 % | 134.484 $ | +12.895 $ | +10,6 % | |||
| Addison Advisors LLC | 69.690 $ | -84.700 $ | -54,9 % | 154.390 $ | -5.737 $ | -3,6 % | 160.127 $ | +2.015 $ | +1,3 % | |||
| COMMERCE BANK | 159.900 $ | +11.930 $ | +8,1 % | 147.970 $ | ||||||||
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 159.735 $ | +47.927 $ | +42,9 % | 111.808 $ | -178 $ | -0,2 % | 111.986 $ | |||||
| GREAT VALLEY ADVISOR GROUP, INC. | 159.686 $ | +13.705 $ | +9,4 % | 145.981 $ | ||||||||
| Vawter Financial, Ltd. | 158.700 $ | +28.980 $ | +22,3 % | 129.720 $ | ||||||||
| Permanens Capital L.P. | 157.982 $ | |||||||||||
| Nicholas Hoffman & Company, LLC. | 157.941 $ | +30.184 $ | +23,6 % | 127.757 $ | -5.097 $ | -3,8 % | 132.854 $ | +13.110 $ | +10,9 % | |||
| Connecticut Capital Management Group, LLC | 156.892 $ | +28.762 $ | +22,4 % | 128.130 $ | -5.393 $ | -4,0 % | 133.523 $ | |||||
| Horizon Investments, LLC | 105.515 $ | -51.292 $ | -32,7 % | 156.807 $ | +70.462 $ | +81,6 % | 86.345 $ | +14.441 $ | +20,1 % | |||
| Symmetry Partners, LLC | 156.561 $ | |||||||||||
| S Harris Financial Group, LLC | 156.498 $ | +21.429 $ | +15,9 % | 135.069 $ | +17.556 $ | +14,9 % | 117.513 $ | |||||
| LifeGoal Investments, LLC | 155.961 $ | +13.145 $ | +9,2 % | 142.816 $ | +12.989 $ | +10,0 % | 129.827 $ | |||||
| Boltwood Capital Management | 155.103 $ | +3.303 $ | +2,2 % | 151.800 $ | +27.720 $ | +22,3 % | 124.080 $ | -4.950 $ | -3,8 % | 129.030 $ | +13.750 $ | +11,9 % |
| Indivisible Partners | 153.573 $ | |||||||||||
| Hidden Cove Wealth Management, LLC | 153.221 $ | |||||||||||
| Nova R Wealth, Inc. | 152.987 $ | +30.655 $ | +25,1 % | 122.332 $ | -3.801 $ | -3,0 % | 126.133 $ | |||||
| Canopy Partners, LLC | 152.614 $ | +28.489 $ | +23,0 % | 124.125 $ | -940 $ | -0,8 % | 125.065 $ | |||||
| Aptus Capital Advisors, LLC | 152.393 $ | +31.480 $ | +26,0 % | 120.913 $ | +15.463 $ | +14,7 % | ||||||
| RFG Advisory, LLC | 151.732 $ | |||||||||||
| Aletheian Wealth Advisors LLC | 151.051 $ | +6.662 $ | +4,6 % | 144.389 $ | +34.391 $ | +31,3 % | ||||||
| GSA CAPITAL PARTNERS LLP | 151.000 $ | |||||||||||
| Sepio Capital, LP | 150.724 $ | +36.221 $ | +31,6 % | 114.503 $ | ||||||||
| PharVision Advisers, LLC | 150.250 $ | |||||||||||
| Petros Family Wealth, LLC | 130.171 $ | -19.750 $ | -13,2 % | 149.921 $ | +15.976 $ | +11,9 % | ||||||
| Quotient Wealth Partners, LLC | 149.897 $ | |||||||||||
| Echo45 Advisors LLC | 148.285 $ | |||||||||||
| Argent Trust Co | 147.923 $ | |||||||||||
| TD PRIVATE CLIENT WEALTH LLC | 147.908 $ | +29.344 $ | +24,7 % | 118.564 $ | ||||||||
| PCM Encore, LLC | 147.053 $ | +27.688 $ | +23,2 % | 119.365 $ | ||||||||
| TRITONPOINT WEALTH, LLC | 146.073 $ | |||||||||||
| BESSEMER GROUP INC | 146.000 $ | +43.000 $ | +41,7 % | 103.000 $ | -7.000 $ | -6,4 % | 110.000 $ | +54.000 $ | +96,4 % | |||
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 145.616 $ | +7.616 $ | +5,5 % | 138.000 $ | +25.200 $ | +22,3 % | 112.800 $ | |||||
| Coordinated Financial Services, Inc. | 145.452 $ | +36.460 $ | +33,5 % | |||||||||
| Werba Rubin Papier Wealth Management | 145.330 $ | +22.862 $ | +18,7 % | 122.468 $ | -6.951 $ | -5,4 % | 129.419 $ | +15.795 $ | +13,9 % | |||
| Fortis Capital Management LLC | 143.838 $ | |||||||||||
| Allen Capital Group, LLC | 143.575 $ | +30.685 $ | +27,2 % | 112.890 $ | ||||||||
| Kingsman Wealth Management, Inc. | 143.256 $ | |||||||||||
| BSW Wealth Partners | 143.067 $ | +26.471 $ | +22,7 % | |||||||||
| Centiva Capital, LP | 142.761 $ | |||||||||||
| Meridian Wealth Management, LLC | 141.905 $ | |||||||||||
| Carrera Capital Advisors | 141.334 $ | +25.968 $ | +22,5 % | 115.366 $ | -22.913 $ | -16,6 % | 138.279 $ | -24.602 $ | -15,1 % | |||
| 71 West Capital Partners | 141.146 $ | |||||||||||
| Alvarez & Marsal Private Wealth Partners, LLC | 140.492 $ | |||||||||||
| Brand Asset Management Group, Inc. | 140.057 $ | |||||||||||
| Hamilton Capital, LLC | 139.766 $ | |||||||||||
| Scissortail Wealth Management, LLC | 135.360 $ | |||||||||||
| MLP3, LLC | 128.321 $ | -5.119 $ | -3,8 % | 133.440 $ | ||||||||
| FIDELIS CAPITAL PARTNERS, LLC | 114.864 $ | -17.134 $ | -13,0 % | 131.998 $ | +25.102 $ | +23,5 % | ||||||
| Inscription Capital, LLC | 130.874 $ | +14.661 $ | +12,6 % | |||||||||
| BBR PARTNERS, LLC | 130.261 $ | |||||||||||
| EXENCIAL WEALTH ADVISORS, LLC | 129.971 $ | +24.672 $ | +23,4 % | |||||||||
| DRW Securities, LLC | 128.842 $ | |||||||||||
| Tower Research Capital LLC (TRC) | 704 $ | -8.828 $ | -92,6 % | 9.532 $ | -118.302 $ | -92,5 % | 127.834 $ | |||||
| AdvisorNet Financial, Inc | 127.774 $ | +23.332 $ | +22,3 % | 104.442 $ | -4.166 $ | -3,8 % | 108.608 $ | +11.574 $ | +11,9 % | |||
| BINGHAM PRIVATE WEALTH, LLC | 119.139 $ | -8.601 $ | -6,7 % | 127.740 $ | ||||||||
| Independent Wealth Network Inc. | 127.317 $ | |||||||||||
| BOOTHBAY FUND MANAGEMENT, LLC | 126.302 $ | |||||||||||
| Pacific Excel Wealth Advisors, Inc. | 126.240 $ | |||||||||||
| Brookstone Capital Management | 123.566 $ | |||||||||||
| Privatperson | 117.696 $ | -4.695 $ | -3,8 % | 122.391 $ | ||||||||
| Elequin Capital, LP | 47.665 $ | -73.821 $ | -60,8 % | 121.486 $ | ||||||||
| Bruce G. Allen Investments, LLC | 111.325 $ | +17.306 $ | +18,4 % | 94.019 $ | -27.293 $ | -22,5 % | 121.312 $ | +10.507 $ | +9,5 % | |||
| SAPIENT CAPITAL LLC | 120.579 $ | |||||||||||
| U.S. Capital Wealth Advisors, LLC | 118.936 $ | |||||||||||
| Third View Private Wealth, LLC | 118.414 $ | |||||||||||
| Avid Wealth Partners LLC | 118.156 $ | +5.685 $ | +5,1 % | |||||||||
| Strategic Investment Advisors / MI | 113.675 $ | |||||||||||
| EWA, LLC | 112.963 $ | |||||||||||
| One68 Global Capital, LLC | 111.440 $ | |||||||||||
| Salomon & Ludwin, LLC | 107.041 $ | +35.820 $ | +50,3 % | 71.221 $ | -4.329 $ | -5,7 % | 75.550 $ | +15.148 $ | +25,1 % | |||
| JFS WEALTH ADVISORS, LLC | 105.501 $ | +16.140 $ | +18,1 % | 89.361 $ | -15.975 $ | -15,2 % | 105.336 $ | +11.225 $ | +11,9 % | |||
| RICHARDSON FINANCIAL SERVICES INC. | 103.667 $ | +27.404 $ | +35,9 % | 76.263 $ | -5.637 $ | -6,9 % | 81.900 $ | +16.716 $ | +25,6 % | |||
| Parkside Financial Bank & Trust | 102.452 $ | +32.865 $ | +47,2 % | 69.587 $ | -571 $ | -0,8 % | 70.158 $ | +28.049 $ | +66,6 % | |||
| Blue Trust, Inc. | 39.486 $ | -12.019 $ | -23,3 % | 51.505 $ | -49.185 $ | -48,8 % | 100.690 $ | -25.144 $ | -20,0 % | |||
| Westside Investment Management, Inc. | 100.574 $ | +17.418 $ | +20,9 % | 83.156 $ | -4.810 $ | -5,5 % | 87.966 $ | +12.026 $ | +15,8 % | |||
| WealthCollab, LLC | 92.764 $ | +16.939 $ | +22,3 % | 75.825 $ | -3.025 $ | -3,8 % | 78.850 $ | +8.403 $ | +11,9 % | |||
| State of Wyoming | 91.822 $ | +10.833 $ | +13,4 % | |||||||||
| PRIVATE TRUST CO NA | 91.487 $ | +50.490 $ | +123,2 % | 40.997 $ | -30.925 $ | -43,0 % | 71.922 $ | +14.864 $ | +26,1 % | |||
| True Wealth Design, LLC | 84.387 $ | +18.094 $ | +27,3 % | 66.293 $ | +36.053 $ | +119,2 % | 30.240 $ | +2.761 $ | +10,0 % | |||
| IFP Advisors, Inc | 83.780 $ | +14.160 $ | +20,3 % | 69.620 $ | +4.601 $ | +7,1 % | 65.019 $ | +33.065 $ | +103,5 % | |||
| First Command Advisory Services, Inc. | 81.075 $ | +74.092 $ | +1.061,0 % | 6.983 $ | +543 $ | +8,4 % | 6.440 $ | +3.223 $ | +100,2 % | |||
| Hilton Head Capital Partners, LLC | 80.564 $ | +14.711 $ | +22,3 % | 65.853 $ | -2.627 $ | -3,8 % | 68.480 $ | |||||
| Gould Capital, LLC | 62.390 $ | +11.393 $ | +22,3 % | 50.997 $ | -27.195 $ | -34,8 % | 78.192 $ | +8.332 $ | +11,9 % | |||
| Destiny Wealth Partners, LLC | 75.903 $ | |||||||||||
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 70.049 $ | +12.792 $ | +22,3 % | 57.257 $ | -2.284 $ | -3,8 % | 59.541 $ | +6.345 $ | +11,9 % | |||
| FARMERS & MERCHANTS INVESTMENTS INC | 69.000 $ | +12.600 $ | +22,3 % | 56.400 $ | +15.345 $ | +37,4 % | 41.055 $ | +4.375 $ | +11,9 % | |||
| Smithfield Trust Co | 68.000 $ | +12.000 $ | +21,4 % | 56.000 $ | -4.000 $ | -6,7 % | 60.000 $ | +8.000 $ | +15,4 % | |||
| Dogwood Wealth Management LLC | 63.508 $ | +14.102 $ | +28,5 % | 49.406 $ | +480 $ | +1,0 % | 48.926 $ | +5.214 $ | +11,9 % | |||
| Murphy & Mullick Capital Management Corp | 62.790 $ | +11.161 $ | +21,6 % | 51.629 $ | -2.059 $ | -3,8 % | 53.688 $ | +6.004 $ | +12,6 % | |||
| UMB Bank, n.a. | 62.404 $ | +11.396 $ | +22,3 % | 51.008 $ | -2.035 $ | -3,8 % | 53.043 $ | +3.483 $ | +7,0 % | |||
| Quantum Portfolio Management LLC | 59.506 $ | |||||||||||
| Investors Research Corp | 59.283 $ | +6.317 $ | +11,9 % | |||||||||
| Hughes Financial Services, LLC | 53.820 $ | +9.828 $ | +22,3 % | 43.992 $ | -6.447 $ | -12,8 % | 50.439 $ | +4.644 $ | +10,1 % | |||
| Grove Bank & Trust | 52.443 $ | +32.019 $ | +156,8 % | 20.424 $ | +4.688 $ | +29,8 % | 15.736 $ | +1.073 $ | +7,3 % | 14.663 $ | +1.563 $ | +11,9 % |
| Atlantic Union Bankshares Corp | 50.370 $ | +9.198 $ | +22,3 % | 41.172 $ | -1.643 $ | -3,8 % | 42.815 $ | +371 $ | +0,9 % | |||
| Robinswood Financial LLC | 46.588 $ | +8.507 $ | +22,3 % | 38.081 $ | -1.519 $ | -3,8 % | 39.600 $ | +4.220 $ | +11,9 % | |||
| VALLEY NATIONAL ADVISERS INC | 14.394 $ | -29.606 $ | -67,3 % | 44.000 $ | -2.000 $ | -4,3 % | 46.000 $ | +37.000 $ | +411,1 % | |||
| Cornerstone Planning Group LLC | 42.663 $ | +2.223 $ | +5,5 % | 40.440 $ | +4.885 $ | +13,7 % | 35.555 $ | +10.662 $ | +42,8 % | |||
| Root Financial Partners, LLC | 32.825 $ | -9.614 $ | -22,7 % | 42.439 $ | +17.811 $ | +72,3 % | ||||||
| FLAGSHIP HARBOR ADVISORS, LLC | 42.194 $ | |||||||||||
| Rossby Financial, LCC | 41.938 $ | +7.529 $ | +21,9 % | 34.409 $ | +7.019 $ | +25,6 % | 27.390 $ | +3.955 $ | +16,9 % | |||
| Princeton Global Asset Management LLC | 41.400 $ | +7.560 $ | +22,3 % | 33.840 $ | -1.350 $ | -3,8 % | 35.190 $ | +3.750 $ | +11,9 % | |||
| FEDERATED HERMES, INC. | 40.186 $ | +7.338 $ | +22,3 % | 32.848 $ | +2.690 $ | +8,9 % | 30.158 $ | +1.998 $ | +7,1 % | |||
| CULLEN/FROST BANKERS, INC. | 40.068 $ | +8.416 $ | +26,6 % | 31.652 $ | -2.799 $ | -8,1 % | 34.451 $ | |||||
| GW&K Investment Management, LLC | 40.000 $ | +8.000 $ | +25,0 % | 32.000 $ | +8.000 $ | +33,3 % | 24.000 $ | +2.000 $ | +9,1 % | |||
| FIDUCIARY FINANCIAL ADVISORS | 38.999 $ | |||||||||||
| Kilter Group LLC | 38.199 $ | +27.302 $ | +250,5 % | 10.897 $ | +8.644 $ | +383,7 % | 2.253 $ | |||||
| SHP Wealth Management | 37.940 $ | +11.946 $ | +46,0 % | 25.994 $ | +7.186 $ | +38,2 % | 18.808 $ | |||||
| Continuum Advisory, LLC | 37.922 $ | |||||||||||
| Sound Income Strategies, LLC | 25.996 $ | -10.240 $ | -28,3 % | 36.236 $ | +35.987 $ | +14.452,6 % | ||||||
| Spire Wealth Management | 35.267 $ | +6.675 $ | +23,3 % | 28.592 $ | -2.482 $ | -8,0 % | 31.074 $ | +3.167 $ | +11,3 % | |||
| CoreCap Advisors, LLC | 1.438 $ | +141 $ | +10,9 % | 1.297 $ | -33.893 $ | -96,3 % | 35.190 $ | +3.750 $ | +11,9 % | |||
| COMPASS FINANCIAL MANAGEMENT LLC | 34.279 $ | |||||||||||
| Financial Management Professionals, Inc. | 34.100 $ | +23.000 $ | +207,2 % | 11.100 $ | -1.346 $ | -10,8 % | 12.446 $ | +761 $ | +6,5 % | |||
| Silver Grove Financial Group, Inc. | 33.981 $ | |||||||||||
| FINANCIAL CONSULATE, INC | 33.769 $ | +11.524 $ | +51,8 % | 22.245 $ | +10.432 $ | +88,3 % | 11.813 $ | +4.026 $ | +51,7 % | |||
| Acumen Wealth Advisors, LLC | 32.403 $ | +6.368 $ | +24,5 % | 26.035 $ | +13.612 $ | +109,6 % | 12.423 $ | |||||
| IMA Advisory Services, Inc. | 32.209 $ | +23.817 $ | +283,8 % | 8.392 $ | -675 $ | -7,4 % | 9.067 $ | |||||
| Eagle Bay Advisors LLC | 31.085 $ | |||||||||||
| Wellington Grp LLC | 24.004 $ | -6.799 $ | -22,1 % | 30.803 $ | ||||||||
| Signature Equity Partners, LLC | 30.657 $ | +4.607 $ | +17,7 % | 26.050 $ | -1.367 $ | -5,0 % | 27.417 $ | |||||
| Anfield Capital Management, LLC | 30.418 $ | +29.632 $ | +3.770,0 % | 786 $ | +84 $ | +12,0 % | ||||||
| Physician Wealth Advisors, Inc. | 28.470 $ | +6.225 $ | +28,0 % | 22.245 $ | -336 $ | -1,5 % | 22.581 $ | +4.597 $ | +25,6 % | |||
| V-Square Quantitative Management LLC | 28.331 $ | |||||||||||
| Sachetta, LLC | 27.794 $ | +5.076 $ | +22,3 % | 22.718 $ | -907 $ | -3,8 % | 23.625 $ | +2.518 $ | +11,9 % | |||
| Whipplewood Advisors, LLC | 6.127 $ | -21.486 $ | -77,8 % | 27.613 $ | ||||||||
| Boreal Capital Management LLC | 27.600 $ | +5.040 $ | +22,3 % | 22.560 $ | -900 $ | -3,8 % | 23.460 $ | +2.500 $ | +11,9 % | |||
| FIRST HORIZON CORP | 26.524 $ | |||||||||||
| HIGHLINE WEALTH PARTNERS LLC | 25.599 $ | +4.675 $ | +22,3 % | 20.924 $ | -835 $ | -3,8 % | 21.759 $ | +2.319 $ | +11,9 % | |||
| Retirement Wealth Solutions LLC | 25.392 $ | +55 $ | +0,2 % | 25.337 $ | +949 $ | +3,9 % | 24.388 $ | -1.137 $ | -4,5 % | 25.525 $ | +2.448 $ | +10,6 % |
| Essential Partners LLC | 24.440 $ | +4.463 $ | +22,3 % | 19.977 $ | +5.303 $ | +36,1 % | 14.674 $ | -1.947 $ | -11,7 % | |||
| Annis Gardner Whiting Capital Advisors, LLC | 23.328 $ | -672 $ | -2,8 % | 24.000 $ | ||||||||
| ELEVATION WEALTH PARTNERS, LLC | 23.871 $ | +2.991 $ | +14,3 % | 20.880 $ | ||||||||
| EFG International AG | 23.750 $ | +4.495 $ | +23,3 % | 19.255 $ | ||||||||
| Medallion Wealth Advisors, LLC | 23.460 $ | +4.284 $ | +22,3 % | 19.176 $ | -765 $ | -3,8 % | 19.941 $ | |||||
| ALBION FINANCIAL GROUP /UT | 22.729 $ | +3.440 $ | +17,8 % | 19.289 $ | -31 $ | -0,2 % | 19.320 $ | +2.059 $ | +11,9 % | |||
| SageView Advisory Group, LLC | 22.358 $ | |||||||||||
| SJS Investment Consulting Inc. | 22.109 $ | +9.667 $ | +77,7 % | 12.442 $ | +1.955 $ | +18,6 % | 10.487 $ | |||||
| Turim 21 Investimentos Ltda. | 20.531 $ | +4.407 $ | +27,3 % | 16.124 $ | ||||||||
| Manchester Capital Management LLC | 20.355 $ | +3.717 $ | +22,3 % | 16.638 $ | -2.787 $ | -14,3 % | 19.425 $ | +1.755 $ | +9,9 % | |||
| JDM Financial Group LLC | 20.341 $ | +3.714 $ | +22,3 % | 16.627 $ | ||||||||
| BOK Financial Private Wealth, Inc. | 20.217 $ | |||||||||||
| LRI Investments, LLC | 20.167 $ | +6.604 $ | +48,7 % | 13.563 $ | -541 $ | -3,8 % | 14.104 $ | +1.503 $ | +11,9 % | |||
| Oakworth Capital, Inc. | 19.734 $ | +3.604 $ | +22,3 % | 16.130 $ | -644 $ | -3,8 % | 16.774 $ | |||||
| ARMSTRONG ADVISORY GROUP, INC | 19.362 $ | +11.502 $ | +146,3 % | 7.860 $ | +838 $ | +11,9 % | ||||||
| Cornerstone Financial Management LLC | 19.279 $ | +10.210 $ | +112,6 % | 9.069 $ | +1.093 $ | +13,7 % | 7.976 $ | |||||
| Basepoint Wealth LLC | 19.279 $ | +3.521 $ | +22,3 % | 15.758 $ | -628 $ | -3,8 % | 16.386 $ | |||||
| MANNING & NAPIER ADVISORS LLC | 15.643 $ | -11 $ | -0,1 % | 15.654 $ | -2.769 $ | -15,0 % | 18.423 $ | |||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 17.830 $ | +3.256 $ | +22,3 % | 14.574 $ | -581 $ | -3,8 % | 15.155 $ | +1.615 $ | +11,9 % | |||
| Innovative Asset Advisors Group, LLC | 17.642 $ | |||||||||||
| CX Institutional | 17.000 $ | +9.000 $ | +112,5 % | 8.000 $ | +1.000 $ | +14,3 % | 7.000 $ | -2.000 $ | -22,2 % | 9.000 $ | +5.000 $ | +125,0 % |
| GHP Investment Advisors, Inc. | 16.490 $ | +3.011 $ | +22,3 % | 13.479 $ | +5.656 $ | +72,3 % | 7.823 $ | +897 $ | +13,0 % | |||
| YANKCOM Partnership | 16.399 $ | |||||||||||
| Strategic Advocates LLC | 15.309 $ | +8.392 $ | +121,3 % | |||||||||
| CARY STREET PARTNERS FINANCIAL LLC | 15.290 $ | +4.010 $ | +35,5 % | 11.280 $ | -450 $ | -3,8 % | 11.730 $ | |||||
| Plante Moran Financial Advisors, LLC | 15.050 $ | +9.223 $ | +158,3 % | 5.827 $ | -233 $ | -3,8 % | 6.060 $ | +646 $ | +11,9 % | |||
| Geneos Wealth Management Inc. | 14.876 $ | +3.675 $ | +32,8 % | 11.201 $ | -447 $ | -3,8 % | 11.648 $ | +5.790 $ | +98,8 % | |||
| BROWN, LISLE/CUMMINGS, INC. | 13.132 $ | -1.719 $ | -11,6 % | 14.851 $ | +9.788 $ | +193,3 % | 5.063 $ | +540 $ | +11,9 % | |||
| Atlantic Private Wealth, LLC | 13.800 $ | +2.520 $ | +22,3 % | 11.280 $ | -3.559 $ | -24,0 % | 14.839 $ | +12.061 $ | +434,2 % | |||
| Cassaday & Co Wealth Management LLC | 14.725 $ | +5.419 $ | +58,2 % | 9.306 $ | ||||||||
| Strategic Wealth Partners, Ltd. | 14.600 $ | +2.666 $ | +22,3 % | 11.934 $ | -476 $ | -3,8 % | 12.410 $ | +1.320 $ | +11,9 % | |||
| Goodman Advisory Group, LLC | 14.563 $ | |||||||||||
| Bare Financial Services, Inc | 14.158 $ | -1.593 $ | -10,1 % | |||||||||
| REDMONT WEALTH ADVISORS LLC | 13.794 $ | +1.470 $ | +11,9 % | |||||||||
| MCGUIRE CAPITAL ADVISORS INC | 13.536 $ | |||||||||||
| FWL INVESTMENT MANAGEMENT, LLC | 13.400 $ | +3.034 $ | +29,3 % | 10.366 $ | -414 $ | -3,8 % | 10.780 $ | -9.771 $ | -47,5 % | |||
| JPL Wealth Management, LLC | 13.360 $ | +6.264 $ | +88,3 % | 7.096 $ | +1.048 $ | +17,3 % | ||||||
| Elyxium Wealth, LLC | 13.321 $ | |||||||||||
| SOA Wealth Advisors, LLC. | 13.248 $ | +2.419 $ | +22,3 % | 10.829 $ | +4.108 $ | +61,1 % | 6.721 $ | +716 $ | +11,9 % | |||
| Bell Investment Advisors, Inc | 11.330 $ | -1.812 $ | -13,8 % | 13.142 $ | +3.781 $ | +40,4 % | 9.361 $ | +8.595 $ | +1.122,1 % | |||
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 13.140 $ | +5.514 $ | +72,3 % | 7.626 $ | -304 $ | -3,8 % | 7.930 $ | +845 $ | +11,9 % | |||
| Colonial Trust Advisors | 12.889 $ | +2.353 $ | +22,3 % | 10.536 $ | ||||||||
| Valued Wealth Advisors LLC | 12.765 $ | +2.331 $ | +22,3 % | 10.434 $ | -417 $ | -3,8 % | 10.851 $ | +1.157 $ | +11,9 % | |||
| Triumph Capital Management | 12.130 $ | +6.467 $ | +114,2 % | 5.663 $ | -237 $ | -4,0 % | 5.900 $ | |||||
| Stone House Investment Management, LLC | 12.034 $ | +2.908 $ | +31,9 % | 9.126 $ | -364 $ | -3,8 % | 9.490 $ | +8.232 $ | +654,4 % | |||
| Ancora Advisors LLC | 7.039 $ | -4.480 $ | -38,9 % | 11.519 $ | ||||||||
| Bangor Savings Bank | 11.354 $ | -182.903 $ | -94,2 % | |||||||||
| TSFG, LLC | 11.000 $ | |||||||||||
| Cape Investment Advisory, Inc. | 10.543 $ | +5.440 $ | +106,6 % | 5.103 $ | ||||||||
| NISA INVESTMENT ADVISORS, LLC | 10.447 $ | +4.051 $ | +63,3 % | 6.396 $ | ||||||||
| LANARK FINANCIAL, INC. | 9.949 $ | +3.644 $ | +57,8 % | 6.305 $ | -252 $ | -3,8 % | 6.557 $ | |||||
| PROFFITT & GOODSON INC | 9.881 $ | +1.804 $ | +22,3 % | 8.077 $ | -322 $ | -3,8 % | 8.399 $ | -206 $ | -2,4 % | |||
| RAFFA WEALTH MANAGEMENT, LLC | 9.729 $ | +2.318 $ | +31,3 % | 7.411 $ | -296 $ | -3,8 % | 7.707 $ | +5.496 $ | +248,6 % | |||
| JNBA Financial Advisors | 9.702 $ | +1.772 $ | +22,3 % | 7.930 $ | -317 $ | -3,8 % | 8.247 $ | |||||
| Asset Dedication, LLC | 9.605 $ | +4.517 $ | +88,8 % | 5.088 $ | +1.827 $ | +56,0 % | 3.261 $ | +347 $ | +11,9 % | |||
| MV CAPITAL MANAGEMENT, INC. | 9.315 $ | +6.799 $ | +270,2 % | 2.516 $ | +697 $ | +38,3 % | 1.819 $ | |||||
| Independence Bank of Kentucky | 9.301 $ | +1.698 $ | +22,3 % | 7.603 $ | -303 $ | -3,8 % | 7.906 $ | |||||
| True Link Financial Advisors, LLC | 9.024 $ | |||||||||||
| Planning Strategies Inc. | 8.948 $ | |||||||||||
| Main Street Group, LTD | 8.735 $ | +1.595 $ | +22,3 % | 7.140 $ | +506 $ | +7,6 % | ||||||
| HM PAYSON & CO | 8.280 $ | +1.512 $ | +22,3 % | 6.768 $ | +3.999 $ | +144,4 % | 2.769 $ | |||||
| Merited Wealth, LLC | 7.965 $ | |||||||||||
| Nemes Rush Group LLC | 7.894 $ | +1.442 $ | +22,3 % | 6.452 $ | -258 $ | -3,8 % | 6.710 $ | |||||
| Park Square Financial Group, LLC | 6.707 $ | -817 $ | -10,9 % | 7.524 $ | -11.088 $ | -59,6 % | ||||||
| Winch Advisory Services, LLC | 7.461 $ | |||||||||||
| Ares Financial Consulting, LLC | 7.411 $ | +1.198 $ | +19,3 % | 6.213 $ | -86 $ | -1,4 % | 6.299 $ | |||||
| LOGAN CAPITAL MANAGEMENT INC | 7.342 $ | +1.767 $ | +31,7 % | |||||||||
| RMG Wealth Management LLC | 7.290 $ | |||||||||||
| Quent Capital, LLC | 7.217 $ | |||||||||||
| Nicht ausgewiesen | 7.148 $ | |||||||||||
| Paladin Partners, LLC | 7.053 $ | +15 $ | +0,2 % | 7.038 $ | +1.285 $ | +22,3 % | 5.753 $ | -229 $ | -3,8 % | 5.982 $ | ||
| CENTRAL TRUST Co | 5.948 $ | +3.613 $ | +154,7 % | 2.335 $ | -4.476 $ | -65,7 % | 6.811 $ | +5.783 $ | +562,5 % | |||
| North Star Investment Management Corp. | 6.679 $ | +1.219 $ | +22,3 % | 5.460 $ | -745 $ | -12,0 % | 6.205 $ | +5.325 $ | +605,1 % | |||
| Beaird Harris Wealth Management, LLC | 6.339 $ | +1.158 $ | +22,4 % | 5.181 $ | -207 $ | -3,8 % | 5.388 $ | +574 $ | +11,9 % | |||
| Intentional Wealth Strategies, LLC | 6.260 $ | |||||||||||
| Synergy Investment Management, LLC | 6.115 $ | |||||||||||
| HighMark Wealth Management LLC | 5.867 $ | +397 $ | +7,3 % | 5.470 $ | ||||||||
| Heritage Wealth Advisors | 5.520 $ | +1.008 $ | +22,3 % | 4.512 $ | -180 $ | -3,8 % | 4.692 $ | +500 $ | +11,9 % | |||
| Bravera Wealth | 5.410 $ | +988 $ | +22,3 % | 4.422 $ | -176 $ | -3,8 % | 4.598 $ | |||||
| Burk Holdings LLC | 5.327 $ | +973 $ | +22,3 % | 4.354 $ | ||||||||
| TOTH FINANCIAL ADVISORY CORP | 5.256 $ | +12 $ | +0,2 % | 5.244 $ | +258 $ | +5,2 % | 4.986 $ | -199 $ | -3,8 % | 5.185 $ | +1.202 $ | +30,2 % |
| Allied Private Wealth LLC | 5.075 $ | |||||||||||
| SALEM INVESTMENT COUNSELORS INC | 5.051 $ | +922 $ | +22,3 % | 4.129 $ | +293 $ | +7,6 % | ||||||
| Arlington Trust Co LLC | 5.009 $ | +914 $ | +22,3 % | 4.095 $ | ||||||||
| ORG Partners LLC | 4.985 $ | +531 $ | +11,9 % | |||||||||
| Richardson Capital Management LLC | 4.817 $ | |||||||||||
| Markowski Investments | 4.761 $ | |||||||||||
| Keating Financial Advisory Services, Inc. | 4.706 $ | |||||||||||
| Elevated Capital Advisors, LLC | 4.595 $ | +839 $ | +22,3 % | 3.756 $ | -150 $ | -3,8 % | 3.906 $ | |||||
| Fortitude Family Office, LLC | 4.388 $ | +801 $ | +22,3 % | 3.587 $ | -143 $ | -3,8 % | 3.730 $ | +397 $ | +11,9 % | |||
| Copeland Capital Management, LLC | 4.211 $ | +449 $ | +11,9 % | |||||||||
| Dunhill Financial, LLC | 4.126 $ | +754 $ | +22,4 % | 3.372 $ | -135 $ | -3,8 % | 3.507 $ | |||||
| NFSG Corp | 4.059 $ | |||||||||||
| American Capital Advisory, LLC | 3.920 $ | +1.596 $ | +68,7 % | 2.324 $ | -93 $ | -3,8 % | 2.417 $ | +247 $ | +11,4 % | |||
| Private Wealth Asset Management, LLC | 3.878 $ | +708 $ | +22,3 % | 3.170 $ | ||||||||
| GK Wealth Management LLC | 3.872 $ | |||||||||||
| Highland Investment Advisors LLC | 3.698 $ | |||||||||||
| Crewe Advisors LLC | 3.575 $ | +2.660 $ | +290,7 % | 915 $ | ||||||||
| MidFirst Bank | 3.533 $ | +645 $ | +22,3 % | 2.888 $ | ||||||||
| Signature Resources Capital Management, LLC | 3.519 $ | |||||||||||
| Nicht ausgewiesen | 1.311 $ | -2.073 $ | -61,3 % | 3.384 $ | -135 $ | -3,8 % | 3.519 $ | |||||
| Wealth Preservation Advisors, LLC | 3.425 $ | +365 $ | +11,9 % | |||||||||
| Steigerwald, Gordon & Koch Inc. | 3.353 $ | +612 $ | +22,3 % | 2.741 $ | ||||||||
| Financial Network Wealth Advisors LLC | 3.284 $ | +1.581 $ | +92,8 % | 1.703 $ | ||||||||
| Trifecta Capital Advisors, LLC | 3.243 $ | |||||||||||
| AMERIFLEX GROUP, INC. | 3.119 $ | +570 $ | +22,4 % | 2.549 $ | -2.188 $ | -46,2 % | ||||||
| DEUTSCHE BANK AG\ | 3.050 $ | |||||||||||
| Napier Financial, LLC | 2.831 $ | |||||||||||
| Hamrick Investment Counsel, llc | 2.760 $ | +504 $ | +22,3 % | 2.256 $ | ||||||||
| Reyes Financial Architecture, Inc. | 2.698 $ | |||||||||||
| Caldwell Trust Co | 2.581 $ | |||||||||||
| MARSHALL INVESTMENT MANAGEMENT, LLC | 2.539 $ | |||||||||||
| Lodestone Wealth Management LLC | 2.456 $ | +448 $ | +22,3 % | 2.008 $ | -80 $ | -3,8 % | 2.088 $ | |||||
| Wealth Watch Advisors, INC | 2.334 $ | +248 $ | +11,9 % | |||||||||
| Bogart Wealth, LLC | 2.305 $ | +1.955 $ | +558,6 % | 350 $ | -14 $ | -3,8 % | 364 $ | +39 $ | +12,0 % | |||
| EASTERN BANK | 2.296 $ | |||||||||||
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2.286 $ | +433 $ | +23,4 % | 1.853 $ | -73 $ | -3,8 % | 1.926 $ | +221 $ | +13,0 % | |||
| Frazier Financial Advisors, LLC | 1.083 $ | -1.134 $ | -51,2 % | 2.217 $ | +1.305 $ | +143,1 % | ||||||
| ST GERMAIN D J CO INC | 2.180 $ | +398 $ | +22,3 % | 1.782 $ | -71 $ | -3,8 % | 1.853 $ | +197 $ | +11,9 % | |||
| MCF Advisors LLC | 2.018 $ | |||||||||||
| PIN OAK INVESTMENT ADVISORS INC | 2.000 $ | |||||||||||
| SOUTHERN MICHIGAN BANK & TRUST | 1.794 $ | +328 $ | +22,4 % | 1.466 $ | ||||||||
| Monetary Solutions, Ltd | 1.766 $ | |||||||||||
| Game Plan Financial Advisors, LLC | 1.753 $ | |||||||||||
| CHESAPEAKE ASSET MANAGEMENT LLC | 1.752 $ | |||||||||||
| Godfrey Financial Associates, Inc. | 1.656 $ | +302 $ | +22,3 % | 1.354 $ | -54 $ | -3,8 % | 1.408 $ | |||||
| Noble Wealth Management PBC | 1.618 $ | +900 $ | +125,3 % | 718 $ | ||||||||
| TD Capital Management LLC | 1.476 $ | +269 $ | +22,3 % | 1.207 $ | -48 $ | -3,8 % | 1.255 $ | |||||
| Silicon Valley Capital Partners | 1.455 $ | |||||||||||
| WPG Advisers, LLC | 1.449 $ | +265 $ | +22,4 % | 1.184 $ | -48 $ | -3,9 % | 1.232 $ | |||||
| BELLEVUE ASSET MANAGEMENT, LLC | 1.449 $ | |||||||||||
| Mosley Wealth Management | 1.394 $ | |||||||||||
| Atlantic Edge Private Wealth Management, LLC | 1.380 $ | +252 $ | +22,3 % | 1.128 $ | -45 $ | -3,8 % | 1.173 $ | +125 $ | +11,9 % | |||
| Trust Co | 1.355 $ | +3 $ | +0,2 % | 1.352 $ | +247 $ | +22,4 % | 1.105 $ | -45 $ | -3,9 % | 1.150 $ | ||
| Decker Retirement Planning Inc. | 1.289 $ | |||||||||||
| TRUST CO OF TOLEDO NA /OH/ | 1.173 $ | -923 $ | -44,0 % | |||||||||
| Prestige Wealth Management Group LLC | 1.141 $ | +208 $ | +22,3 % | 933 $ | -37 $ | -3,8 % | 970 $ | +103 $ | +11,9 % | |||
| GILPIN WEALTH MANAGEMENT, LLC | 1.038 $ | |||||||||||
| Nicht ausgewiesen | 856 $ | +157 $ | +22,5 % | 699 $ | -28 $ | -3,9 % | 727 $ | |||||
| Marquette Asset Management, LLC | 816 $ | |||||||||||
| KELLEHER FINANCIAL ADVISORS | 662 $ | |||||||||||
| Nvest Wealth Strategies, Inc. | 580 $ | +106 $ | +22,4 % | 474 $ | ||||||||
| West Branch Capital LLC | 517 $ | +94 $ | +22,2 % | 423 $ | -16 $ | -3,6 % | 439 $ | +46 $ | +11,7 % | |||
| Walsh & Associates, LLC | 384 $ | |||||||||||
| Private Wealth Management Group, LLC | 194 $ | +36 $ | +22,8 % | 158 $ | -7 $ | -4,2 % | 165 $ | +18 $ | +12,2 % | |||
| Graney & King, LLC | 140 $ | +26 $ | +22,8 % | 114 $ | -5 $ | -4,2 % | 119 $ | +13 $ | +12,3 % | |||
| Security National Bank | 79 $ | |||||||||||
| High Note Wealth, LLC | 56 $ | +10 $ | +21,7 % | 46 $ | -2 $ | -4,2 % | 48 $ | +5 $ | +11,6 % | |||
| DHJJ Financial Advisors, Ltd. | 28 $ | +5 $ | +21,7 % | 23 $ | -1 $ | -4,2 % | 24 $ | +3 $ | +14,3 % | |||
| NOMURA ASSET MANAGEMENT CO LTD | 0 $ | +0 $ | 0 $ | +0 $ | ||||||||
| 12.844.324 $ | +1.624.817 $ | +1.573,2 % | 6.974.226.003 $ | +1.340.840.970 $ | +47,6 % | 5.554.428.857 $ | +231.586.839 $ | +123,2 % | 5.330.108.232 $ | +429.329.930 $ | +71,6 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
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berücksichtigen keine persönlichen Verhältnisse, Anlageziele oder Risikobereitschaften.
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet — Stand: 12.10.2026.
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 — Stand: 12.10.2026.
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 überwiegend regelbasierten Scoring-Modells aus öffentlich
verfügbaren Daten. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.