| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 763.780.299 $ | +93.414.806 $ | +21,6 % | 690.064.943 $ | +39.167.538 $ | +96,0 % | 648.894.270 $ | +45.107.202 $ | +28,1 % | 504.505.605 $ | +18.987.752 $ | +839,0 % | |
| LPL Financial LLC | 94.158.039 $ | +13.127.942 $ | +16,2 % | 81.030.097 $ | +25.767.777 $ | +46,6 % | 55.262.320 $ | +2.750.625 $ | +5,2 % | 52.511.695 $ | +3.925.336 $ | +8,1 % |
| WESTWOOD HOLDINGS GROUP INC | 93.649.317 $ | +4.916.443 $ | +5,5 % | 88.732.874 $ | +3.616.669 $ | +4,2 % | 85.116.205 $ | |||||
| Christian Investment Advisors, Inc. | 61.739.273 $ | +3.704.886 $ | +6,4 % | 58.034.387 $ | +2.683.700 $ | +4,8 % | 55.350.687 $ | -1.600.876 $ | -2,8 % | 56.951.563 $ | -12.452.707 $ | -17,9 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 45.368.937 $ | -5.715.405 $ | -11,2 % | 51.084.342 $ | +11.536.710 $ | +29,2 % | 39.547.632 $ | +21.216.795 $ | +115,7 % | 18.330.837 $ | +3.980.171 $ | +27,7 % |
| Cambridge Investment Research Advisors, Inc. | 32.192.000 $ | +16.806.000 $ | +109,2 % | 15.386.000 $ | +894.000 $ | +6,2 % | 14.492.000 $ | -738.000 $ | -4,8 % | 15.230.000 $ | -872.000 $ | -5,4 % |
| AMERIPRISE FINANCIAL INC | 23.270.443 $ | +3.090.669 $ | +15,3 % | 20.179.774 $ | -9.757.588 $ | -32,6 % | 29.937.362 $ | +13.528.451 $ | +82,4 % | 16.408.911 $ | +6.384.745 $ | +63,7 % |
| Bare Financial Services, Inc | 25.545.924 $ | +2.981.494 $ | +13,2 % | 22.564.430 $ | +1.913.810 $ | +9,3 % | 20.650.620 $ | +991.766 $ | +5,0 % | 19.658.854 $ | -4.533.703 $ | -18,7 % |
| O'Connor Financial Group LLC | 22.217.210 $ | +1.263.612 $ | +6,0 % | 20.953.598 $ | -677.841 $ | -3,1 % | 21.631.439 $ | +1.311.681 $ | +6,5 % | 20.319.758 $ | +495.113 $ | +2,5 % |
| BENJAMIN EDWARDS INC | 21.083.433 $ | +6.423.178 $ | +43,8 % | 14.660.255 $ | +9.179.174 $ | +167,5 % | 5.481.081 $ | |||||
| Faithward Advisors, LLC | 18.720.718 $ | +1.846.426 $ | +10,9 % | 16.874.292 $ | +506.140 $ | +3,1 % | 16.368.152 $ | -512.006 $ | -3,0 % | 16.880.158 $ | +760.689 $ | +4,7 % |
| STIFEL FINANCIAL CORP | 17.946.310 $ | +10.193.199 $ | +131,5 % | 7.753.111 $ | -1.376.436 $ | -15,1 % | 9.129.547 $ | +1.388.540 $ | +17,9 % | 7.741.007 $ | +3.738.027 $ | +93,4 % |
| OneAscent Financial Services LLC | 12.406.648 $ | +1.253.503 $ | +11,2 % | 11.153.145 $ | +1.128.056 $ | +11,3 % | 10.025.089 $ | -6.201.920 $ | -38,2 % | 16.227.009 $ | -4.071.991 $ | -20,1 % |
| CWM, LLC | 13.654.204 $ | -2.245.796 $ | -14,1 % | 15.900.000 $ | +938.000 $ | +6,3 % | 14.962.000 $ | +1.713.000 $ | +12,9 % | |||
| Sound Financial Strategies Group, LLC | 15.702.639 $ | +1.196.610 $ | +8,2 % | 14.506.029 $ | +5.062.134 $ | +53,6 % | 9.443.895 $ | +345.660 $ | +3,8 % | 9.098.235 $ | -332.662 $ | -3,5 % |
| Turning Point Benefit Group, Inc. | 15.393.254 $ | +5.641.707 $ | +57,9 % | 9.751.547 $ | -1.015.348 $ | -9,4 % | 10.766.895 $ | +2.380.821 $ | +28,4 % | 8.386.074 $ | -386.074 $ | -4,4 % |
| JONES FINANCIAL COMPANIES LLLP | 15.306.410 $ | +7.536.308 $ | +97,0 % | 7.770.102 $ | +2.852.398 $ | +58,0 % | 4.917.704 $ | +1.795.156 $ | +57,5 % | 3.122.548 $ | +793.089 $ | +34,0 % |
| Geneos Wealth Management Inc. | 13.655.688 $ | +1.324.564 $ | +10,7 % | 12.331.124 $ | +505.026 $ | +4,3 % | 11.826.098 $ | +326.133 $ | +2,8 % | 11.499.965 $ | +226.662 $ | +2,0 % |
| Kestra Advisory Services, LLC | 13.348.216 $ | +1.141.919 $ | +9,4 % | 12.206.297 $ | +1.482.376 $ | +13,8 % | 10.723.921 $ | +758.446 $ | +7,6 % | 9.965.475 $ | -2.017.468 $ | -16,8 % |
| JANE STREET GROUP, LLC | 1.205.599 $ | -1.020.231 $ | -45,8 % | 2.225.830 $ | -8.700.496 $ | -79,6 % | 10.926.326 $ | +6.274.847 $ | +134,9 % | |||
| EverSource Wealth Advisors, LLC | 10.785.255 $ | +832.723 $ | +8,4 % | 9.952.532 $ | -94.787 $ | -0,9 % | 10.047.319 $ | -420.476 $ | -4,0 % | 10.467.795 $ | +39.336 $ | +0,4 % |
| Strategic Equity Management | 837.684 $ | +25.433 $ | +3,1 % | 812.251 $ | -9.048.543 $ | -91,8 % | 9.860.794 $ | +2.693.162 $ | +37,6 % | 7.167.632 $ | +376.061 $ | +5,5 % |
| Cetera Investment Advisers | 9.517.988 $ | +631.668 $ | +7,1 % | 8.886.320 $ | +654.414 $ | +7,9 % | 8.231.906 $ | +205.764 $ | +2,6 % | 8.026.142 $ | +2.888.143 $ | +56,2 % |
| LVZ, Inc. | 9.192.800 $ | +513.992 $ | +5,9 % | 8.678.808 $ | +1.855.316 $ | +27,2 % | 6.823.492 $ | +90.157 $ | +1,3 % | 6.733.335 $ | +876.031 $ | +15,0 % |
| J.W. COLE ADVISORS, INC. | 9.035.867 $ | +1.229.980 $ | +15,8 % | 7.805.887 $ | +599.869 $ | +8,3 % | 7.206.018 $ | +281.216 $ | +4,1 % | |||
| Plan A Wealth LLC | 8.767.202 $ | +1.275.162 $ | +17,0 % | 7.492.040 $ | +15.370 $ | +0,2 % | 7.476.670 $ | +47.679 $ | +0,6 % | 7.428.991 $ | +355.196 $ | +5,0 % |
| First Heartland Consultants, Inc. | 8.289.777 $ | +926.320 $ | +12,6 % | 7.363.457 $ | +227.305 $ | +3,2 % | 7.136.152 $ | +1.223.584 $ | +20,7 % | 5.912.568 $ | -378.536 $ | -6,0 % |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7.785.908 $ | +891.931 $ | +12,9 % | 6.893.977 $ | +1.760.519 $ | +34,3 % | 5.133.458 $ | +1.072.438 $ | +26,4 % | |||
| Focus Partners Advisor Solutions, LLC | 7.738.644 $ | +1.302.548 $ | +20,2 % | 6.436.096 $ | +2.355.385 $ | +57,7 % | 4.080.711 $ | -2.473.320 $ | -37,7 % | 6.554.031 $ | ||
| FAMILY WEALTH PARTNERS, LLC | 7.696.656 $ | +1.321.603 $ | +20,7 % | 6.375.053 $ | +2.352.536 $ | +58,5 % | 4.022.517 $ | +2.257.526 $ | +127,9 % | 1.764.991 $ | ||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5.694.296 $ | +1.348.063 $ | +31,0 % | 4.346.233 $ | -2.697.821 $ | -38,3 % | 7.044.054 $ | +6.451.501 $ | +1.088,8 % | 592.553 $ | +377.287 $ | +175,3 % |
| RAYMOND JAMES FINANCIAL INC | 6.961.031 $ | +1.051.535 $ | +17,8 % | 5.909.496 $ | +934.598 $ | +18,8 % | 4.974.898 $ | -252.327 $ | -4,8 % | 5.227.225 $ | +474.290 $ | +10,0 % |
| XY Planning Network, Inc. | 6.592.902 $ | +902.755 $ | +15,9 % | 5.690.147 $ | +673.621 $ | +13,4 % | 5.016.526 $ | +0 $ | +0,0 % | |||
| WorthPointe, LLC | 3.993.519 $ | -560.104 $ | -12,3 % | 4.553.623 $ | -1.895.256 $ | -29,4 % | 6.448.879 $ | |||||
| CreativeOne Wealth, LLC | 6.300.986 $ | -41.010 $ | -0,6 % | 6.341.996 $ | +401.426 $ | +6,8 % | ||||||
| ASSETMARK, INC | 6.130.486 $ | +713.990 $ | +13,2 % | 5.416.496 $ | +344.353 $ | +6,8 % | 5.072.143 $ | +399.595 $ | +8,6 % | 4.672.548 $ | +4.667.517 $ | +92.775,1 % |
| Sowell Financial Services LLC | 5.160.935 $ | +1.033.692 $ | +25,0 % | 4.127.243 $ | -159.354 $ | -3,7 % | 4.286.597 $ | -1.318.874 $ | -23,5 % | 5.605.471 $ | +3.718.312 $ | +197,0 % |
| MONEYWISE, INC. | 766.602 $ | +38.942 $ | +5,4 % | 727.660 $ | -4.855.150 $ | -87,0 % | 5.582.810 $ | +1.192.379 $ | +27,2 % | 4.390.431 $ | +403.111 $ | +10,1 % |
| Coppell Advisory Solutions LLC | 5.014.261 $ | |||||||||||
| ENVESTNET ASSET MANAGEMENT INC | 4.654.166 $ | -137.101 $ | -2,9 % | 4.791.267 $ | +304.004 $ | +6,8 % | 4.487.263 $ | -384.922 $ | -7,9 % | 4.872.185 $ | +302.066 $ | +6,6 % |
| GOLDMAN SACHS GROUP INC | 3.204.019 $ | -1.412.112 $ | -30,6 % | 4.616.131 $ | +2.046.621 $ | +79,7 % | 2.569.510 $ | -1.288.300 $ | -33,4 % | 3.857.810 $ | +1.622.048 $ | +72,6 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.928.135 $ | -1.283.045 $ | -40,0 % | 3.211.180 $ | +303.363 $ | +10,4 % | 2.907.817 $ | -1.538.415 $ | -34,6 % | 4.446.232 $ | -216.399 $ | -4,6 % |
| IFP Advisors, Inc | 4.405.412 $ | +454.807 $ | +11,5 % | 3.950.605 $ | +193.267 $ | +5,1 % | 3.757.338 $ | +34.278 $ | +0,9 % | 3.723.060 $ | -96.412 $ | -2,5 % |
| OneAscent Wealth Management LLC | 582.462 $ | -1.464.137 $ | -71,5 % | 2.046.599 $ | -92.547 $ | -4,3 % | 2.139.146 $ | -2.171.112 $ | -50,4 % | 4.310.258 $ | +541.258 $ | +14,4 % |
| Inspire Advisors, LLC | 2.220.157 $ | -547.995 $ | -19,8 % | 2.768.152 $ | -990.344 $ | -26,3 % | 3.758.496 $ | -524.708 $ | -12,3 % | 4.283.204 $ | +268.331 $ | +6,7 % |
| Sound Stewardship, LLC | 4.277.208 $ | +133.935 $ | +3,2 % | 4.143.273 $ | +250.627 $ | +6,4 % | 3.892.646 $ | +677.483 $ | +21,1 % | 3.215.163 $ | -109.055 $ | -3,3 % |
| SUMMIT WEALTH GROUP LLC / CO | 2.668.128 $ | +1.911.260 $ | +252,5 % | 756.868 $ | +265.610 $ | +54,1 % | 491.258 $ | -3.754.118 $ | -88,4 % | 4.245.376 $ | +3.817.934 $ | +893,2 % |
| SILVER OAK SECURITIES, INCORPORATED | 377.948 $ | +14.724 $ | +4,1 % | 363.224 $ | -3.573.564 $ | -90,8 % | 3.936.788 $ | +254.120 $ | +6,9 % | 3.682.668 $ | -3.130.554 $ | -45,9 % |
| Frontier Asset Management, LLC | 3.018.734 $ | -652.573 $ | -17,8 % | 3.671.307 $ | +91.702 $ | +2,6 % | 3.579.605 $ | -213.109 $ | -5,6 % | 3.792.714 $ | -2.763.009 $ | -42,1 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 3.741.324 $ | +1.102.665 $ | +41,8 % | 2.638.659 $ | +515.267 $ | +24,3 % | 2.123.392 $ | +456.010 $ | +27,3 % | 1.667.382 $ | +645.084 $ | +63,1 % |
| UBS Group AG | 3.417.296 $ | +57.318 $ | +1,7 % | 3.359.978 $ | +129.029 $ | +4,0 % | 3.230.949 $ | +34.878 $ | +1,1 % | 3.196.071 $ | +110.647 $ | +3,6 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.213.383 $ | +865.732 $ | +36,9 % | 2.347.651 $ | +221.288 $ | +10,4 % | 2.126.363 $ | +81.363 $ | +4,0 % | 2.045.000 $ | -163.000 $ | -7,4 % |
| CITADEL ADVISORS LLC | 2.730.090 $ | +425.914 $ | +18,5 % | 2.304.176 $ | +1.032.200 $ | +81,1 % | 1.271.976 $ | -1.815.164 $ | -58,8 % | 3.087.140 $ | +807.440 $ | +35,4 % |
| OSAIC HOLDINGS, INC. | 2.926.995 $ | +512.622 $ | +21,2 % | 2.414.373 $ | -293.464 $ | -10,8 % | 2.707.837 $ | -278.789 $ | -9,3 % | 2.986.626 $ | +203.044 $ | +7,3 % |
| Valmark Advisers, Inc. | 2.279.970 $ | +471.673 $ | +26,1 % | 1.808.297 $ | +89.863 $ | +5,2 % | 1.718.434 $ | -1.128.986 $ | -39,6 % | 2.847.420 $ | +395.495 $ | +16,1 % |
| TrueWealth Advisors, LLC | 918.715 $ | +195.659 $ | +27,1 % | 723.056 $ | -1.962.173 $ | -73,1 % | 2.685.229 $ | -99.020 $ | -3,6 % | 2.784.249 $ | +285.853 $ | +11,4 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.712.120 $ | +550.106 $ | +25,4 % | 2.162.014 $ | +575.676 $ | +36,3 % | 1.586.338 $ | +188.126 $ | +13,5 % | 1.398.212 $ | +104.894 $ | +8,1 % |
| FLOW TRADERS U.S. LLC | 2.631.000 $ | |||||||||||
| Farther Finance Advisors, LLC | 2.576.145 $ | +324.998 $ | +14,4 % | 2.251.147 $ | +1.712.692 $ | +318,1 % | 538.455 $ | +210.738 $ | +64,3 % | 327.717 $ | ||
| RFG Advisory, LLC | 2.492.538 $ | +532.469 $ | +27,2 % | 1.960.069 $ | +293.635 $ | +17,6 % | 1.666.434 $ | +307.361 $ | +22,6 % | 1.359.073 $ | +236.870 $ | +21,1 % |
| Investment Research Partners LLC | 2.466.996 $ | +330.360 $ | +15,5 % | 2.136.636 $ | +199.655 $ | +10,3 % | 1.936.981 $ | +5.988 $ | +0,3 % | 1.930.993 $ | ||
| Allworth Financial LP | 2.387.718 $ | +296.481 $ | +14,2 % | 2.091.237 $ | +188.269 $ | +9,9 % | 1.902.968 $ | +178.214 $ | +10,3 % | 1.724.754 $ | +293.933 $ | +20,5 % |
| WIN ADVISORS, INC | 1.839.987 $ | +56.812 $ | +3,2 % | 1.783.175 $ | +266.635 $ | +17,6 % | 1.516.540 $ | -746.997 $ | -33,0 % | 2.263.537 $ | +365.712 $ | +19,3 % |
| Atria Investments, Inc | 1.290.070 $ | -750.462 $ | -36,8 % | 2.040.532 $ | -91.111 $ | -4,3 % | 2.131.643 $ | -116.667 $ | -5,2 % | 2.248.310 $ | +161.281 $ | +7,7 % |
| VICUS CAPITAL | 2.221.735 $ | +382.863 $ | +20,8 % | 1.838.872 $ | +151.328 $ | +9,0 % | 1.687.544 $ | +18.279 $ | +1,1 % | 1.669.265 $ | +136.357 $ | +8,9 % |
| 49 WEALTH MANAGEMENT, LLC | 714.626 $ | -598.278 $ | -45,6 % | 1.312.904 $ | -853.174 $ | -39,4 % | 2.166.078 $ | -175.102 $ | -7,5 % | |||
| Cornerstone Financial Management LLC | 2.079.266 $ | -65.992 $ | -3,1 % | 2.145.258 $ | +95.604 $ | +4,7 % | 2.049.654 $ | |||||
| Strategic Blueprint, LLC | 1.582.426 $ | -120.885 $ | -7,1 % | 1.703.311 $ | +135.842 $ | +8,7 % | 1.567.469 $ | -450.246 $ | -22,3 % | 2.017.715 $ | -337.732 $ | -14,3 % |
| Independent Advisor Alliance | 1.720.274 $ | -63.547 $ | -3,6 % | 1.783.821 $ | +967.132 $ | +118,4 % | 816.689 $ | |||||
| KAVAR CAPITAL PARTNERS GROUP, LLC | 1.623.113 $ | +317.599 $ | +24,3 % | 1.305.514 $ | +128.744 $ | +10,9 % | 1.176.770 $ | +245.834 $ | +26,4 % | 930.936 $ | +319.905 $ | +52,4 % |
| LifeWealth Investments, LLC | 1.101.410 $ | +181.769 $ | +19,8 % | 919.641 $ | +209.169 $ | +29,4 % | 710.472 $ | -846.384 $ | -54,4 % | 1.556.856 $ | +863.513 $ | +124,5 % |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1.525.939 $ | +437.275 $ | +40,2 % | 1.088.664 $ | ||||||||
| JPMORGAN CHASE & CO | 865.915 $ | -33.887 $ | -3,8 % | 899.802 $ | +74.953 $ | +9,1 % | 824.849 $ | -680.957 $ | -45,2 % | 1.505.806 $ | +880.127 $ | +140,7 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 674.977 $ | -778.183 $ | -53,6 % | 1.453.160 $ | +103.629 $ | +7,7 % | 1.349.531 $ | +469.895 $ | +53,4 % | 879.636 $ | +813.559 $ | +1.231,2 % |
| HARBOUR INVESTMENTS, INC. | 1.028.302 $ | -289.104 $ | -21,9 % | 1.317.406 $ | +917.932 $ | +229,8 % | 399.474 $ | -1.024.852 $ | -72,0 % | 1.424.326 $ | -29.129 $ | -2,0 % |
| Betterment LLC | 1.259.000 $ | -79.000 $ | -5,9 % | 1.338.000 $ | +294.000 $ | +28,2 % | 1.044.000 $ | +48.000 $ | +4,8 % | 996.000 $ | ||
| Values First Advisors, Inc. | 1.315.553 $ | +396.170 $ | +43,1 % | 919.383 $ | -44.659 $ | -4,6 % | 964.042 $ | +322.403 $ | +50,2 % | 641.639 $ | +176.411 $ | +37,9 % |
| World Investment Advisors | 1.293.179 $ | |||||||||||
| 3EDGE Asset Management, LP | 1.084.456 $ | +771.218 $ | +246,2 % | 313.238 $ | -969.728 $ | -75,6 % | 1.282.966 $ | +112.256 $ | +9,6 % | 1.170.710 $ | +316.705 $ | +37,1 % |
| BOS Asset Management, LLC | 1.205.933 $ | +101.358 $ | +9,2 % | 1.104.575 $ | +66.588 $ | +6,4 % | 1.037.987 $ | |||||
| Demars Financial Group, LLC | 1.203.766 $ | |||||||||||
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 1.178.061 $ | +26.799 $ | +2,3 % | 1.151.262 $ | +131.688 $ | +12,9 % | ||||||
| Financial Advisory Corp | 1.169.648 $ | +23.776 $ | +2,1 % | 1.145.872 $ | +60.305 $ | +5,6 % | 1.085.567 $ | +47.343 $ | +4,6 % | 1.038.224 $ | +32.539 $ | +3,2 % |
| GTS SECURITIES LLC | 341.030 $ | +7.420 $ | +2,2 % | 333.610 $ | -831.267 $ | -71,4 % | 1.164.877 $ | +331.878 $ | +39,8 % | |||
| NATIXIS ADVISORS, LLC | 1.127.000 $ | |||||||||||
| Merit Financial Group, LLC | 1.109.194 $ | +267.334 $ | +31,8 % | 841.860 $ | +115.631 $ | +15,9 % | 726.229 $ | +363.322 $ | +100,1 % | 362.907 $ | ||
| Consolidated Portfolio Review Corp | 1.038.059 $ | +59.115 $ | +6,0 % | |||||||||
| Symphony Financial, Ltd. Co. | 467.211 $ | +240.270 $ | +105,9 % | 226.941 $ | -805.758 $ | -78,0 % | 1.032.699 $ | +30.008 $ | +3,0 % | |||
| CoreCap Advisors, LLC | 1.006.020 $ | +130.436 $ | +14,9 % | 875.584 $ | +314.822 $ | +56,1 % | 560.762 $ | -71.696 $ | -11,3 % | 632.458 $ | +12.061 $ | +1,9 % |
| HHM Wealth Advisors, LLC | 987.396 $ | +40.020 $ | +4,2 % | |||||||||
| SIGMA INVESTMENT COUNSELORS INC | 985.377 $ | +73.062 $ | +8,0 % | 912.315 $ | +39.279 $ | +4,5 % | 873.036 $ | +194.254 $ | +28,6 % | 678.782 $ | +23.889 $ | +3,6 % |
| Arete Wealth Advisors, LLC | 951.000 $ | -4.000 $ | -0,4 % | |||||||||
| SageOak Financial, LLC | 935.730 $ | +81.883 $ | +9,6 % | 853.847 $ | +11.210 $ | +1,3 % | 842.637 $ | +24.498 $ | +3,0 % | 818.139 $ | +81.633 $ | +11,1 % |
| Chevy Chase Trust Holdings, LLC | 930.716 $ | +74.499 $ | +8,7 % | 856.217 $ | ||||||||
| Cerity Partners LLC | 926.920 $ | +21.735 $ | +2,4 % | 905.185 $ | -2.621 $ | -0,3 % | 907.806 $ | -49.717 $ | -5,2 % | |||
| Optivise Advisory Services LLC | 925.240 $ | -58.492 $ | -5,9 % | |||||||||
| Tulsa Wealth Advisors, INC | 905.571 $ | +173.213 $ | +23,7 % | 732.358 $ | ||||||||
| Black Diamond Financial, LLC | 866.019 $ | +138.100 $ | +19,0 % | 727.919 $ | +373.409 $ | +105,3 % | 354.510 $ | |||||
| Whitaker-Myers Wealth Managers, LTD. | 238.614 $ | +15.907 $ | +7,1 % | 222.707 $ | +875 $ | +0,4 % | 221.832 $ | -602.155 $ | -73,1 % | 823.987 $ | +111.916 $ | +15,7 % |
| Sigma Planning Corp | 812.945 $ | +51.961 $ | +6,8 % | 760.984 $ | +46.604 $ | +6,5 % | 714.380 $ | +12.739 $ | +1,8 % | 701.641 $ | +19.008 $ | +2,8 % |
| Discipline Wealth Solutions, LLC | 811.187 $ | +115.042 $ | +16,5 % | 696.145 $ | ||||||||
| Kovack Advisors, Inc. | 794.047 $ | +106.264 $ | +15,5 % | 687.783 $ | +458.684 $ | +200,2 % | 229.099 $ | |||||
| Ridgeline Wealth, LLC | 788.566 $ | +60.540 $ | +8,3 % | 728.026 $ | -32.836 $ | -4,3 % | 760.862 $ | +7.959 $ | +1,1 % | 752.903 $ | +127.224 $ | +20,3 % |
| Allen Capital Group, LLC | 784.886 $ | +42.888 $ | +5,8 % | 741.998 $ | ||||||||
| LaSalle St. Investment Advisors, LLC | 780.668 $ | +84.541 $ | +12,1 % | 696.127 $ | +159.127 $ | +29,6 % | 537.000 $ | +61.000 $ | +12,8 % | 476.000 $ | +8.000 $ | +1,7 % |
| TWO SIGMA INVESTMENTS, LP | 770.355 $ | |||||||||||
| BCGM Wealth Management, LLC | 417.905 $ | +32.453 $ | +8,4 % | 385.452 $ | +8.217 $ | +2,2 % | 377.235 $ | -353.181 $ | -48,4 % | 730.416 $ | +25.115 $ | +3,6 % |
| Envestnet Portfolio Solutions, Inc. | 371.979 $ | +7.970 $ | +2,2 % | 364.009 $ | -361.089 $ | -49,8 % | 725.098 $ | +129.437 $ | +21,7 % | 595.661 $ | -142.468 $ | -19,3 % |
| McAdam, LLC | 664.228 $ | |||||||||||
| ROYAL BANK OF CANADA | 646.000 $ | +182.000 $ | +39,2 % | 464.000 $ | +80.000 $ | +20,8 % | 384.000 $ | -24.000 $ | -5,9 % | 408.000 $ | -394.000 $ | -49,1 % |
| Regal Investment Advisors LLC | 563.372 $ | -80.289 $ | -12,5 % | 643.661 $ | +37.168 $ | +6,1 % | 606.493 $ | |||||
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 560.949 $ | +40.264 $ | +7,7 % | 520.685 $ | +11.418 $ | +2,2 % | 509.267 $ | +63.010 $ | +14,1 % | 446.257 $ | -25.541 $ | -5,4 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 559.233 $ | +81.956 $ | +17,2 % | 477.277 $ | +256.227 $ | +115,9 % | 221.050 $ | |||||
| Aptus Capital Advisors, LLC | 547.010 $ | |||||||||||
| Sunbelt Securities, Inc. | 478.231 $ | -36.110 $ | -7,0 % | 514.341 $ | +12.647 $ | +2,5 % | 501.694 $ | -212.547 $ | -29,8 % | |||
| OPAL CAPITAL LLC | 495.818 $ | |||||||||||
| BFI Wealth Solutions, LLC | 495.373 $ | +46.657 $ | +10,4 % | 448.716 $ | +20.115 $ | +4,7 % | 428.601 $ | |||||
| Advisory Services Network, LLC | 349.486 $ | -138.011 $ | -28,3 % | 487.497 $ | +183.213 $ | +60,2 % | 304.284 $ | -18.941 $ | -5,9 % | 323.225 $ | +41.809 $ | +14,9 % |
| FMR LLC | 452.594 $ | +223.903 $ | +97,9 % | 228.691 $ | +29.710 $ | +14,9 % | 198.981 $ | +149.529 $ | +302,4 % | 49.452 $ | +1.801 $ | +3,8 % |
| Pioneer Wealth Management Group | 446.541 $ | +107.514 $ | +31,7 % | 339.027 $ | +47.742 $ | +16,4 % | 291.285 $ | -10.061 $ | -3,3 % | 301.346 $ | +31.585 $ | +11,7 % |
| Brookstone Capital Management | 421.832 $ | +69.445 $ | +19,7 % | 352.387 $ | +7.512 $ | +2,2 % | 344.875 $ | +21.213 $ | +6,6 % | 323.662 $ | +10.043 $ | +3,2 % |
| FIRETHORN WEALTH PARTNERS, LLC | 380.141 $ | +13.137 $ | +3,6 % | 367.004 $ | -37.950 $ | -9,4 % | 404.954 $ | +17.525 $ | +4,5 % | 387.429 $ | +13.736 $ | +3,7 % |
| MML INVESTORS SERVICES, LLC | 399.379 $ | +44.670 $ | +12,6 % | 354.709 $ | +903 $ | +0,3 % | 353.806 $ | +334 $ | +0,1 % | 353.472 $ | +5.472 $ | +1,6 % |
| Bedel Financial Consulting, Inc. | 377.204 $ | +56.628 $ | +17,7 % | 320.576 $ | +76.151 $ | +31,2 % | 244.425 $ | +6.225 $ | +2,6 % | 238.200 $ | -4.908 $ | -2,0 % |
| WINNACLE WEALTH LLC | 366.523 $ | +127.609 $ | +53,4 % | 238.914 $ | ||||||||
| Janney Montgomery Scott LLC | 363.000 $ | +25.000 $ | +7,4 % | 338.000 $ | +23.000 $ | +7,3 % | 315.000 $ | +9.000 $ | +2,9 % | 306.000 $ | +75.000 $ | +32,5 % |
| Ascentis Independent Advisors | 359.584 $ | +37.088 $ | +11,5 % | 322.496 $ | +82.629 $ | +34,4 % | 239.867 $ | +18.208 $ | +8,2 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 352.701 $ | +136.033 $ | +62,8 % | 216.668 $ | +15.191 $ | +7,5 % | 201.477 $ | -3.720 $ | -1,8 % | 205.197 $ | ||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 350.585 $ | +27.493 $ | +8,5 % | 323.092 $ | -11.823 $ | -3,5 % | 334.915 $ | -11.996 $ | -3,5 % | 346.911 $ | +6.218 $ | +1,8 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 350.000 $ | +28.000 $ | +8,7 % | 322.000 $ | ||||||||
| Blue Trust, Inc. | 336.070 $ | +20.232 $ | +6,4 % | 315.838 $ | -30.020 $ | -8,7 % | 345.858 $ | +59.508 $ | +20,8 % | 286.350 $ | +18.712 $ | +7,0 % |
| Private Advisor Group, LLC | 325.922 $ | |||||||||||
| Harvest Investment Services, LLC | 315.281 $ | +6.721 $ | +2,2 % | 308.560 $ | -16.399 $ | -5,0 % | 324.959 $ | +6.863 $ | +2,2 % | |||
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 319.786 $ | |||||||||||
| Waverly Advisors, LLC | 316.389 $ | +53.441 $ | +20,3 % | 262.948 $ | +9.923 $ | +3,9 % | 253.025 $ | |||||
| IHT Wealth Management, LLC | 304.689 $ | -6.726 $ | -2,2 % | 311.415 $ | ||||||||
| GWN SECURITIES INC. | 307.808 $ | +10.478 $ | +3,5 % | 297.330 $ | +89.250 $ | +42,9 % | 208.080 $ | |||||
| Koshinski Asset Management, Inc. | 306.530 $ | |||||||||||
| NewEdge Advisors, LLC | 301.458 $ | +12.640 $ | +4,4 % | 288.818 $ | +13.992 $ | +5,1 % | 274.826 $ | +199.619 $ | +265,4 % | 75.207 $ | +2.792 $ | +3,9 % |
| VanderPol Investments L.L.C. | 299.197 $ | -837 $ | -0,3 % | 300.034 $ | ||||||||
| Schwallier Wealth Management LLC | 280.336 $ | -12.908 $ | -4,4 % | 293.244 $ | +12.943 $ | +4,6 % | 280.301 $ | +23.798 $ | +9,3 % | |||
| Ameritas Investment Partners, Inc. | 286.316 $ | +18.862 $ | +7,1 % | 267.454 $ | +5.271 $ | +2,0 % | 262.183 $ | -223 $ | -0,1 % | 262.406 $ | +16.340 $ | +6,6 % |
| Nemes Rush Group LLC | 274.642 $ | +14.770 $ | +5,7 % | 259.872 $ | +12.910 $ | +5,2 % | 246.962 $ | -4.119 $ | -1,6 % | 251.081 $ | +10.904 $ | +4,5 % |
| Larson Financial Group LLC | 241.781 $ | +28.476 $ | +13,3 % | 213.305 $ | -53.977 $ | -20,2 % | 267.282 $ | +76.558 $ | +40,1 % | 190.724 $ | +6.924 $ | +3,8 % |
| VERUS CAPITAL PARTNERS, LLC | 260.445 $ | +5.667 $ | +2,2 % | 254.778 $ | +17.433 $ | +7,3 % | 237.345 $ | -4.961 $ | -2,0 % | 242.306 $ | ||
| Abundance Wealth Counselors | 249.220 $ | |||||||||||
| AdvisorNet Financial, Inc | 243.620 $ | +20.252 $ | +9,1 % | 223.368 $ | +15.092 $ | +7,2 % | 208.276 $ | +1.194 $ | +0,6 % | 207.082 $ | -5.442 $ | -2,6 % |
| Midwest Capital Advisors, LLC | 236.160 $ | +22.347 $ | +10,5 % | 213.813 $ | +8.100 $ | +3,9 % | 205.713 $ | -2.015 $ | -1,0 % | 207.728 $ | +9.686 $ | +4,9 % |
| Nicholas Wealth, LLC. | 235.225 $ | +9.181 $ | +4,1 % | |||||||||
| CX Institutional | 59.000 $ | +6.000 $ | +11,3 % | 53.000 $ | -179.000 $ | -77,2 % | 232.000 $ | +203.000 $ | +700,0 % | 29.000 $ | ||
| N.E.W. Advisory Services LLC | 218.941 $ | +12.259 $ | +5,9 % | 206.682 $ | -23.843 $ | -10,3 % | 230.525 $ | +196.500 $ | +577,5 % | 34.025 $ | +1.463 $ | +4,5 % |
| HFG Wealth Management, LLC | 227.130 $ | +27.013 $ | +13,5 % | 200.117 $ | -10.773 $ | -5,1 % | ||||||
| Advisory Alpha, LLC | 223.659 $ | -516.439 $ | -69,8 % | |||||||||
| Arkos Global Advisors | 220.000 $ | +9.000 $ | +4,3 % | 211.000 $ | ||||||||
| Forge Financial Services LLC | 219.616 $ | +12.576 $ | +6,1 % | 207.040 $ | +3.377 $ | +1,7 % | 203.663 $ | |||||
| Ameritas Advisory Services, LLC | 212.447 $ | +172.696 $ | +434,4 % | 39.751 $ | -126.451 $ | -76,1 % | ||||||
| NICOLET BANKSHARES INC | 206.525 $ | -3.849 $ | -1,8 % | 210.374 $ | ||||||||
| BIP Wealth, LLC | 207.945 $ | +5.711 $ | +2,8 % | 202.234 $ | ||||||||
| Kingsview Wealth Management, LLC | 206.097 $ | |||||||||||
| BankPlus Trust Department | 205.354 $ | +123.973 $ | +152,3 % | 81.381 $ | ||||||||
| Mascagni Wealth Management, Inc. | 201.986 $ | |||||||||||
| Rockefeller Capital Management L.P. | 197.299 $ | +59.506 $ | +43,2 % | 137.793 $ | +76.977 $ | +126,6 % | 60.816 $ | -4.808 $ | -7,3 % | 65.624 $ | ||
| Integrated Wealth Concepts LLC | 186.425 $ | |||||||||||
| Arax Advisory Partners | 183.623 $ | +80.651 $ | +78,3 % | 102.972 $ | +5.040 $ | +5,1 % | 97.932 $ | -15.749 $ | -13,9 % | 113.681 $ | +3.940 $ | +3,6 % |
| PRINCIPAL SECURITIES, INC. | 130.548 $ | -50.298 $ | -27,8 % | |||||||||
| Bank of New Hampshire | 118.405 $ | +6.123 $ | +5,5 % | 112.282 $ | +4.926 $ | +4,6 % | 107.356 $ | -19.241 $ | -15,2 % | 126.597 $ | +4.345 $ | +3,6 % |
| SHP Wealth Management | 76.191 $ | -32.656 $ | -30,0 % | 108.847 $ | +4.127 $ | +3,9 % | 104.720 $ | |||||
| MORGAN STANLEY | 104.259 $ | +2.313 $ | +2,3 % | 101.946 $ | +101.090 $ | +11.809,6 % | 856 $ | +564 $ | +193,2 % | 292 $ | +57 $ | +24,3 % |
| Rossby Financial, LCC | 98.076 $ | +9.989 $ | +11,3 % | 88.087 $ | +1.622 $ | +1,9 % | 86.465 $ | -811 $ | -0,9 % | 87.276 $ | +6.009 $ | +7,4 % |
| PARK NATIONAL CORP /OH/ | 72.178 $ | |||||||||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 57.692 $ | +2.944 $ | +5,4 % | 54.748 $ | +2.434 $ | +4,7 % | 52.314 $ | -1.031 $ | -1,9 % | 53.345 $ | +1.836 $ | +3,6 % |
| PEOPLES FINANCIAL SERVICES CORP. | 49.700 $ | +25.952 $ | +109,3 % | 23.748 $ | ||||||||
| Smartleaf Asset Management LLC | 44.622 $ | +2.765 $ | +6,6 % | 41.857 $ | +928 $ | +2,3 % | 40.929 $ | -153 $ | -0,4 % | 41.082 $ | +1.409 $ | +3,6 % |
| First PREMIER Bank | 43.000 $ | +4.000 $ | +10,3 % | 39.000 $ | +1.000 $ | +2,6 % | 38.000 $ | -1.000 $ | -2,6 % | 39.000 $ | ||
| MAI Capital Management | 40.823 $ | +9.999 $ | +32,4 % | 30.824 $ | -645 $ | -2,0 % | 31.469 $ | +1.229 $ | +4,1 % | |||
| Comprehensive Financial Planning, Inc./PA | 37.946 $ | +809 $ | +2,2 % | 37.137 $ | -693 $ | -1,8 % | 37.830 $ | +1.143 $ | +3,1 % | |||
| IFG Advisory, LLC | 34.588 $ | |||||||||||
| Coastline Trust Co | 31.668 $ | |||||||||||
| FIFTH THIRD BANCORP | 30.189 $ | +3.399 $ | +12,7 % | 26.790 $ | ||||||||
| Wealth Watch Advisors, INC | 26.998 $ | +5.577 $ | +26,0 % | 21.421 $ | ||||||||
| COMERICA BANK | 24.288 $ | -1.578 $ | -6,1 % | 25.866 $ | +3.099 $ | +13,6 % | ||||||
| Global Retirement Partners, LLC | 23.991 $ | |||||||||||
| MATHER GROUP, LLC. | 20.872 $ | +2.408 $ | +13,0 % | 18.464 $ | +5.162 $ | +38,8 % | 13.302 $ | |||||
| Camelot Portfolios, LLC | 19.035 $ | |||||||||||
| Go Invest LLC | 19.023 $ | +2.932 $ | +18,2 % | 16.091 $ | +625 $ | +4,0 % | 15.466 $ | |||||
| Winch Advisory Services, LLC | 16.527 $ | +1.320 $ | +8,7 % | 15.207 $ | +352 $ | +2,4 % | 14.855 $ | -240 $ | -1,6 % | 15.095 $ | +489 $ | +3,3 % |
| Buck Wealth Strategies, LLC | 16.341 $ | |||||||||||
| Creekmur Asset Management LLC | 16.313 $ | +759 $ | +4,9 % | |||||||||
| Steward Partners Investment Advisory, LLC | 16.004 $ | |||||||||||
| GeoWealth Management, LLC | 15.704 $ | +36 $ | +0,2 % | 15.668 $ | -254 $ | -1,6 % | 15.922 $ | +140 $ | +0,9 % | |||
| Keating Financial Advisory Services, Inc. | 13.538 $ | +8.560 $ | +172,0 % | 4.978 $ | +117 $ | +2,4 % | 4.861 $ | |||||
| StrongBox Wealth, LLC | 7.275 $ | |||||||||||
| Clarity Asset Management, Inc. | 5.629 $ | +218 $ | +4,0 % | 5.411 $ | +248 $ | +4,8 % | 5.163 $ | +190 $ | +3,8 % | |||
| VANGUARD ADVISERS INC | 3.791 $ | |||||||||||
| Harborfront Financial Group LLC | 3.103 $ | |||||||||||
| Main Street Group, LTD | 2.111 $ | |||||||||||
| True Wealth Design, LLC | 2.012 $ | +157 $ | +8,5 % | 1.855 $ | ||||||||
| BANK OF AMERICA CORP /DE/ | 1.803 $ | |||||||||||
| WELLS FARGO & COMPANY/MN | 28 $ | -30 $ | -51,7 % | 58 $ | +14 $ | +31,8 % | 44 $ | -1.279 $ | -96,7 % | 1.323 $ | +1.302 $ | +6.200,0 % |
| Sound Income Strategies, LLC | 10 $ | |||||||||||
| 763.780.299 $ | +93.414.806 $ | +21,6 % | 690.064.943 $ | +39.167.538 $ | +96,0 % | 648.894.270 $ | +45.107.202 $ | +28,1 % | 504.505.605 $ | +18.987.752 $ | +839,0 % | |