| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 10.782.264.219 $ | +390.529.813 $ | +22,2 % | 158.721.921.958 $ | +13.428.747.828 $ | +115,6 % | 145.054.414.929 $ | +5.836.120.182 $ | +38,2 % | 135.188.876.052 $ | +4.953.993.663 $ | +74,2 % |
| BANK OF AMERICA CORP /DE/ | 19.785.533.501 $ | +1.392.018.866 $ | +7,6 % | 18.393.514.635 $ | -1.988.116.214 $ | -9,8 % | 20.381.630.849 $ | +743.146.608 $ | +3,8 % | |||
| JONES FINANCIAL COMPANIES LLLP | 10.842.032.403 $ | +1.346.760.492 $ | +14,2 % | 9.495.271.911 $ | +492.386.364 $ | +5,5 % | 9.002.885.547 $ | +647.156.980 $ | +7,7 % | |||
| MORGAN STANLEY | 10.320.231.490 $ | +779.909.017 $ | +8,2 % | 9.540.322.473 $ | +129.794.480 $ | +1,4 % | 9.410.527.993 $ | +647.997.355 $ | +7,4 % | |||
| WELLS FARGO & COMPANY/MN | 8.764.159.830 $ | +1.051.561.813 $ | +13,6 % | 7.712.598.017 $ | +633.529.539 $ | +8,9 % | 7.079.068.478 $ | +423.712.044 $ | +6,4 % | |||
| UBS Group AG | 6.723.441.326 $ | +446.528.574 $ | +7,1 % | 6.276.912.752 $ | +4.354.107.188 $ | +226,4 % | 1.922.805.564 $ | +65.158.258 $ | +3,5 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 4.747.284.285 $ | +141.123.689 $ | +3,1 % | 4.606.160.596 $ | +1.478.878.096 $ | +47,3 % | 3.127.282.500 $ | -292.568.640 $ | -8,6 % | |||
| LPL Financial LLC | 4.616.991.998 $ | +445.723.898 $ | +10,7 % | 4.171.268.100 $ | +517.959.994 $ | +14,2 % | 3.653.308.106 $ | +245.463.077 $ | +7,2 % | |||
| RAYMOND JAMES FINANCIAL INC | 4.448.493.298 $ | +404.935.644 $ | +10,0 % | 4.043.557.654 $ | +182.738.304 $ | +4,7 % | 3.860.819.350 $ | +584.824.419 $ | +17,9 % | |||
| TIAA TRUST, NATIONAL ASSOCIATION | 147.207.912 $ | +7.365.497 $ | +5,3 % | 139.842.415 $ | -4.042.583.884 $ | -96,7 % | 4.182.426.299 $ | +39.248.182 $ | +0,9 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.602.363.620 $ | +312.296.831 $ | +9,5 % | 3.290.066.789 $ | +159.062.758 $ | +5,1 % | 3.131.004.031 $ | +166.405.730 $ | +5,6 % | |||
| US BANCORP \DE\ | 3.476.105.762 $ | +249.150.903 $ | +7,7 % | 3.226.954.859 $ | +85.101.630 $ | +2,7 % | 3.141.853.229 $ | +46.539.978 $ | +1,5 % | |||
| BlackRock, Inc. | 3.306.658.629 $ | +216.145.148 $ | +7,0 % | 3.090.513.481 $ | +271.009.810 $ | +9,6 % | 2.819.503.671 $ | -27.608.946 $ | -1,0 % | |||
| FMR LLC | 2.885.398.020 $ | +315.793.852 $ | +12,3 % | 2.569.604.168 $ | +226.269.124 $ | +9,7 % | 2.343.335.044 $ | +180.892.463 $ | +8,4 % | |||
| TIAA Wealth Investment Management LLC | 2.608.672.568 $ | +387.156.045 $ | +17,4 % | 2.221.516.523 $ | ||||||||
| GOLDMAN SACHS GROUP INC | 1.996.182.598 $ | +79.767.558 $ | +4,2 % | 1.916.415.040 $ | -194.488.041 $ | -9,2 % | 2.110.903.081 $ | +65.852.312 $ | +3,2 % | |||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.913.322.814 $ | +163.697.213 $ | +9,4 % | 1.749.625.601 $ | ||||||||
| JPMORGAN CHASE & CO | 1.859.655.606 $ | +196.612.593 $ | +11,8 % | 1.663.043.013 $ | +36.430.965 $ | +2,2 % | 1.626.612.048 $ | -1.431.945.000 $ | -46,8 % | |||
| TRUIST FINANCIAL CORP | 1.554.674.368 $ | -176.744.212 $ | -10,2 % | 1.731.418.580 $ | +160.752.992 $ | +10,2 % | 1.570.665.588 $ | +145.407.425 $ | +10,2 % | |||
| PNC FINANCIAL SERVICES GROUP, INC. | 1.639.876.137 $ | +117.961.170 $ | +7,8 % | 1.521.914.967 $ | +24.126.436 $ | +1,6 % | 1.497.788.531 $ | +69.152.493 $ | +4,8 % | |||
| BANK OF MONTREAL /CAN/ | 1.172.393.415 $ | -322.649.433 $ | -21,6 % | 1.495.042.848 $ | +377.144.995 $ | +33,7 % | 1.117.897.853 $ | -71.878.129 $ | -6,0 % | |||
| AMERIPRISE FINANCIAL INC | 1.450.408.363 $ | +54.919.702 $ | +3,9 % | 1.395.488.661 $ | +191.943.512 $ | +15,9 % | 1.203.545.149 $ | +84.717.670 $ | +7,6 % | |||
| M&T BANK CORP | 1.357.758.395 $ | +111.080.740 $ | +8,9 % | 1.246.677.655 $ | +22.096.226 $ | +1,8 % | 1.224.581.429 $ | +22.754.664 $ | +1,9 % | |||
| Cerity Partners LLC | 1.120.685.155 $ | +92.364.835 $ | +9,0 % | 1.028.320.320 $ | +24.932.372 $ | +2,5 % | 1.003.387.948 $ | -9.471.392 $ | -0,9 % | |||
| Cetera Investment Advisers | 1.116.462.504 $ | +76.332.704 $ | +7,3 % | 1.040.129.800 $ | +74.362.964 $ | +7,7 % | 965.766.836 $ | +45.925.789 $ | +5,0 % | |||
| STIFEL FINANCIAL CORP | 1.024.826.101 $ | -70.062.695 $ | -6,4 % | 1.094.888.796 $ | +33.502.314 $ | +3,2 % | 1.061.386.482 $ | +115.021.233 $ | +12,2 % | |||
| BROWN BROTHERS HARRIMAN & CO | 1.045.265.155 $ | +658.737.452 $ | +170,4 % | 386.527.703 $ | +121.581.309 $ | +45,9 % | 264.946.394 $ | +41.871.766 $ | +18,8 % | |||
| KEYBANK NATIONAL ASSOCIATION/OH | 1.002.238.954 $ | +79.970.584 $ | +8,7 % | 922.268.370 $ | +84.492.397 $ | +10,1 % | 837.775.973 $ | +80.960.935 $ | +10,7 % | |||
| Mariner, LLC | 983.035.362 $ | +101.180.577 $ | +11,5 % | 881.854.785 $ | +11.213.855 $ | +1,3 % | 870.640.930 $ | +62.726.977 $ | +7,8 % | |||
| ASSETMARK, INC | 946.191.956 $ | +23.411.423 $ | +2,5 % | 922.780.533 $ | +128.079.120 $ | +16,1 % | 794.701.413 $ | +46.369.329 $ | +6,2 % | 748.332.084 $ | +46.303.866 $ | +6,6 % |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 853.329.017 $ | -74.150.833 $ | -8,0 % | 927.479.850 $ | +668.692.020 $ | +258,4 % | 258.787.830 $ | |||||
| ROYAL BANK OF CANADA | 895.712.000 $ | +93.136.000 $ | +11,6 % | 802.576.000 $ | +9.469.000 $ | +1,2 % | 793.107.000 $ | +14.517.000 $ | +1,9 % | |||
| Betterment LLC | 864.876.000 $ | +26.341.000 $ | +3,1 % | 838.535.000 $ | -21.077.000 $ | -2,5 % | 859.612.000 $ | -1.869.000 $ | -0,2 % | |||
| Envestnet Portfolio Solutions, Inc. | 303.169.794 $ | +42.126.711 $ | +16,1 % | 261.043.083 $ | -535.528.786 $ | -67,2 % | 796.571.869 $ | +28.344.182 $ | +3,7 % | |||
| FIFTH THIRD BANCORP | 725.832.469 $ | +238.182.665 $ | +48,8 % | 487.649.804 $ | +169.282.508 $ | +53,2 % | 318.367.296 $ | +11.318.893 $ | +3,7 % | |||
| Ballentine Partners, LLC | 654.121.594 $ | +50.915.191 $ | +8,4 % | 603.206.403 $ | +31.065.333 $ | +5,4 % | 572.141.070 $ | +4.238.215 $ | +0,7 % | |||
| Nicht ausgewiesen | 626.749.239 $ | +36.595.664 $ | +6,2 % | 590.153.575 $ | +13.268.081 $ | +2,3 % | 576.885.494 $ | +3.127.742 $ | +0,5 % | |||
| PRUDENTIAL FINANCIAL INC | 625.200.779 $ | +143.785.687 $ | +29,9 % | 481.415.092 $ | +264.767.820 $ | +122,2 % | 216.647.272 $ | -26.704.208 $ | -11,0 % | |||
| Baird Financial Group, Inc. | 622.208.832 $ | +63.281.048 $ | +11,3 % | 558.927.784 $ | +33.897.666 $ | +6,5 % | 525.030.118 $ | +33.085.470 $ | +6,7 % | |||
| Dynasty Wealth Management, LLC | 610.931.090 $ | +73.472.573 $ | +13,7 % | 537.458.517 $ | +73.827.522 $ | +15,9 % | 463.630.995 $ | +151.126.333 $ | +48,4 % | |||
| HighTower Advisors, LLC | 593.908.247 $ | +78.053.159 $ | +15,1 % | 515.855.088 $ | +26.625.303 $ | +5,4 % | 489.229.785 $ | +69.398.469 $ | +16,5 % | |||
| Corient Private Wealth LP | 326.166.677 $ | +24.182.168 $ | +8,0 % | 301.984.509 $ | -279.533.766 $ | -48,1 % | 581.518.275 $ | +456.714.011 $ | +365,9 % | |||
| Cresset Asset Management, LLC | 558.826.850 $ | +53.660.661 $ | +10,6 % | 505.166.189 $ | +20.253.059 $ | +4,2 % | 484.913.130 $ | +37.423.352 $ | +8,4 % | |||
| FRANKLIN TEMPLETON INC | 549.337.608 $ | +92.553.645 $ | +20,3 % | 456.783.963 $ | +70.884.189 $ | +18,4 % | 385.899.774 $ | -67.532.749 $ | -14,9 % | |||
| Pathstone Holdings, LLC | 519.212.504 $ | +469.699.560 $ | +948,6 % | 49.512.944 $ | +5.771.061 $ | +13,2 % | 43.741.883 $ | +2.337.800 $ | +5,6 % | |||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 485.866.889 $ | +29.064.738 $ | +6,4 % | 456.802.151 $ | +12.304.966 $ | +2,8 % | 444.497.185 $ | +13.101.394 $ | +3,0 % | |||
| FLPUTNAM INVESTMENT MANAGEMENT CO | 465.034.604 $ | +10.738.197 $ | +2,4 % | 454.296.407 $ | -15.098.631 $ | -3,2 % | 469.395.038 $ | +46.469.637 $ | +11,0 % | |||
| Pure Financial Advisors, LLC | 469.023.677 $ | +45.501.296 $ | +10,7 % | 423.522.381 $ | +12.323.447 $ | +3,0 % | 411.198.934 $ | +30.434.648 $ | +8,0 % | |||
| MML INVESTORS SERVICES, LLC | 448.042.598 $ | +83.783.672 $ | +23,0 % | 364.258.926 $ | -3.562.662 $ | -1,0 % | 367.821.588 $ | +58.204.613 $ | +18,8 % | |||
| FIDUCIARY TRUST CO | 441.133.405 $ | +26.982.555 $ | +6,5 % | 414.150.850 $ | +8.550.393 $ | +2,1 % | 405.600.457 $ | +8.858.142 $ | +2,2 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 429.828.335 $ | +9.937.741 $ | +2,4 % | 419.890.594 $ | +63.653.447 $ | +17,9 % | 356.237.147 $ | -12.221.963 $ | -3,3 % | |||
| Mill Creek Capital Advisors, LLC | 419.636.765 $ | +25.670.366 $ | +6,5 % | 393.966.399 $ | +10.219.274 $ | +2,7 % | ||||||
| Allspring Global Investments Holdings, LLC | 347.188.443 $ | +26.201.591 $ | +8,2 % | 320.986.852 $ | -86.513.151 $ | -21,2 % | 407.500.003 $ | +59.757.495 $ | +17,2 % | |||
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 402.719.284 $ | +19.554.771 $ | +5,1 % | 383.164.513 $ | -15.879.332 $ | -4,0 % | 399.043.845 $ | +33.728.502 $ | +9,2 % | |||
| JANE STREET GROUP, LLC | 401.491.365 $ | +113.765.008 $ | +39,5 % | 287.726.357 $ | +284.537.125 $ | +8.921,8 % | 3.189.232 $ | -4.195.232 $ | -56,8 % | |||
| Hirtle & Co., LLC | 387.138.129 $ | +30.223.242 $ | +8,5 % | 356.914.887 $ | +18.084.690 $ | +5,3 % | 338.830.197 $ | +14.744.819 $ | +4,5 % | |||
| Members Trust Co | 376.605.307 $ | +24.132.275 $ | +6,8 % | 352.473.032 $ | +79.980.020 $ | +29,4 % | 272.493.012 $ | +5.244.087 $ | +2,0 % | |||
| SIGNATUREFD, LLC | 371.974.513 $ | +42.690.004 $ | +13,0 % | 329.284.509 $ | +13.412.802 $ | +4,2 % | 315.871.707 $ | +16.608.040 $ | +5,5 % | |||
| RiverFront Investment Group, LLC | 363.422.271 $ | +66.967.271 $ | +22,6 % | 296.455.000 $ | +14.206.666 $ | +5,0 % | 282.248.334 $ | +48.346.639 $ | +20,7 % | |||
| TD PRIVATE CLIENT WEALTH LLC | 357.911.930 $ | +50.624.094 $ | +16,5 % | 307.287.836 $ | ||||||||
| GRIMES & Co WEALTH MANAGEMENT, LLC | 355.134.690 $ | +31.210.039 $ | +9,6 % | 323.924.651 $ | +4.063.846 $ | +1,3 % | 319.860.805 $ | +10.831.738 $ | +3,5 % | |||
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 208.950.000 $ | -49.300.000 $ | -19,1 % | 258.250.000 $ | -95.815.069 $ | -27,1 % | 354.065.069 $ | |||||
| Modera Wealth Management, LLC | 352.159.575 $ | +32.894.932 $ | +10,3 % | 319.264.643 $ | +5.808.577 $ | +1,9 % | 313.456.066 $ | +4.511.955 $ | +1,5 % | |||
| SEI INVESTMENTS CO | 348.853.564 $ | +28.230.605 $ | +8,8 % | 320.622.959 $ | -5.869.169 $ | -1,8 % | 326.492.128 $ | +2.953.929 $ | +0,9 % | |||
| Bell Bank | 343.821.113 $ | +3.507.769 $ | +1,0 % | 340.313.344 $ | +18.870.465 $ | +5,9 % | 321.442.879 $ | +12.185.563 $ | +3,9 % | 309.257.316 $ | +8.852.069 $ | +2,9 % |
| Heritage Wealth Advisors | 342.272.943 $ | +62.863.413 $ | +22,5 % | 279.409.530 $ | +23.665.325 $ | +9,3 % | 255.744.205 $ | +31.939.222 $ | +14,3 % | |||
| Nicht ausgewiesen | 331.324.639 $ | +31.649.117 $ | +10,6 % | 299.675.522 $ | +19.081.239 $ | +6,8 % | 280.594.283 $ | +21.137.550 $ | +8,1 % | |||
| Stairway Partners, LLC | 304.435.228 $ | +4.245.079 $ | +1,4 % | 300.190.149 $ | +20.629.948 $ | +7,4 % | 279.560.201 $ | +2.449.143 $ | +0,9 % | 277.111.058 $ | +1.876.556 $ | +0,7 % |
| Rockefeller Capital Management L.P. | 303.362.362 $ | +42.907.929 $ | +16,5 % | 260.454.433 $ | +26.000.444 $ | +11,1 % | 234.453.989 $ | +45.595.173 $ | +24,1 % | |||
| Haverford Trust Co | 299.115.579 $ | +30.788.813 $ | +11,5 % | 268.326.766 $ | +13.113.389 $ | +5,1 % | 255.213.377 $ | +8.916.442 $ | +3,6 % | |||
| HANTZ FINANCIAL SERVICES, INC. | 294.783.000 $ | +61.122.000 $ | +26,2 % | 233.661.000 $ | +22.151.000 $ | +10,5 % | 211.510.000 $ | +44.320.000 $ | +26,5 % | |||
| MISSION WEALTH MANAGEMENT, LP | 119.768.142 $ | -54.078.075 $ | -31,1 % | 173.846.217 $ | +34.472.480 $ | +24,7 % | 139.373.737 $ | -153.837.066 $ | -52,5 % | 293.210.803 $ | -103.736.227 $ | -26,1 % |
| NATIXIS ADVISORS, LLC | 290.783.000 $ | +63.613.000 $ | +28,0 % | 227.170.000 $ | +65.124.000 $ | +40,2 % | 162.046.000 $ | +19.807.000 $ | +13,9 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 275.534.599 $ | +16.457.831 $ | +6,4 % | 259.076.768 $ | -26.371.776 $ | -9,2 % | 285.448.544 $ | -22.385.456 $ | -7,3 % | |||
| MONETA GROUP INVESTMENT ADVISORS LLC | 281.109.759 $ | +38.099.908 $ | +15,7 % | 243.009.851 $ | +17.105.390 $ | +7,6 % | 225.904.461 $ | +20.737.615 $ | +10,1 % | |||
| Connecticut Wealth Management, LLC | 280.316.351 $ | +16.541.710 $ | +6,3 % | 263.774.641 $ | +30.995.922 $ | +13,3 % | 232.778.719 $ | +23.779.235 $ | +11,4 % | 208.999.484 $ | +19.969.028 $ | +10,6 % |
| Focus Partners Wealth | 277.216.020 $ | +15.512.473 $ | +5,9 % | 261.703.547 $ | +1.711.495 $ | +0,7 % | 259.992.052 $ | +73.460.046 $ | +39,4 % | |||
| Prime Capital Investment Advisors, LLC | 277.045.116 $ | +9.427.022 $ | +3,5 % | 267.618.094 $ | +209.884.545 $ | +363,5 % | 57.733.549 $ | -4.562.020 $ | -7,3 % | 62.295.569 $ | +1.823.675 $ | +3,0 % |
| Cambridge Investment Research Advisors, Inc. | 266.570.000 $ | +124.614.000 $ | +87,8 % | 141.956.000 $ | +32.733.000 $ | +30,0 % | 109.223.000 $ | +9.847.000 $ | +9,9 % | |||
| Creative Planning | 262.417.627 $ | +13.177.519 $ | +5,3 % | 249.240.108 $ | +9.161.758 $ | +3,8 % | 240.078.350 $ | +4.376.926 $ | +1,9 % | |||
| Steward Partners Investment Advisory, LLC | 144.530.925 $ | -117.707.987 $ | -44,9 % | 262.238.912 $ | +8.469.559 $ | +3,3 % | 253.769.353 $ | +5.713.650 $ | +2,3 % | |||
| Align Financial, LLC | 277.658 $ | +860 $ | +0,3 % | 276.798 $ | +17.339 $ | +6,7 % | 259.459 $ | -256.132.541 $ | -99,9 % | 256.392.000 $ | ||
| Quotient Wealth Partners, LLC | 255.952.442 $ | +22.858.081 $ | +9,8 % | 233.094.361 $ | +21.329.630 $ | +10,1 % | 211.764.731 $ | +24.797.824 $ | +13,3 % | |||
| Wealthquest Corp | 137.073.189 $ | -118.642.718 $ | -46,4 % | 255.715.907 $ | +129.889.287 $ | +103,2 % | 125.826.620 $ | +8.334.456 $ | +7,1 % | |||
| OpenArc Corporate Advisory, LLC | 252.561.240 $ | +5.181.990 $ | +2,1 % | 247.379.250 $ | +35.271.969 $ | +16,6 % | 212.107.281 $ | +21.347.859 $ | +11,2 % | 190.759.422 $ | ||
| Dixon Mitchell Investment Counsel Inc. | 107.449.693 $ | -116.734.544 $ | -52,1 % | 224.184.237 $ | -24.073.257 $ | -9,7 % | 248.257.494 $ | +200.267 $ | +0,1 % | |||
| MAI Capital Management | 243.574.205 $ | +25.623.017 $ | +11,8 % | 217.951.188 $ | +10.252.493 $ | +4,9 % | 207.698.695 $ | +12.714.159 $ | +6,5 % | |||
| Johnson Financial Group, Inc. | 241.508.672 $ | +66.389.671 $ | +37,9 % | 175.119.001 $ | +13.080.877 $ | +8,1 % | 162.038.124 $ | +21.351.478 $ | +15,2 % | |||
| First Command Advisory Services, Inc. | 232.984.949 $ | -3.040.230 $ | -1,3 % | 236.025.179 $ | +2.205.960 $ | +0,9 % | 233.819.219 $ | +8.533.203 $ | +3,8 % | |||
| Nationwide Fund Advisors | 18.494.809 $ | -199.951.365 $ | -91,5 % | 218.446.174 $ | -17.021.492 $ | -7,2 % | 235.467.666 $ | +13.175.969 $ | +5,9 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 194.791.043 $ | +1.352.926 $ | +0,7 % | 193.438.117 $ | +13.404.193 $ | +7,4 % | 180.033.924 $ | -50.973.423 $ | -22,1 % | 231.007.347 $ | +10.237.246 $ | +4,6 % |
| FIRST CITIZENS BANK & TRUST CO | 230.635.143 $ | +13.017 $ | +0,0 % | 230.622.126 $ | +47.928.151 $ | +26,2 % | 182.693.975 $ | +13.403.182 $ | +7,9 % | 169.290.793 $ | +7.732.283 $ | +4,8 % |
| Passaic Partners LLC | 229.696.600 $ | +45.323.202 $ | +24,6 % | 184.373.398 $ | -17.442.637 $ | -8,6 % | 201.816.035 $ | +19.661.182 $ | +10,8 % | |||
| NORTHERN TRUST CORP | 221.312.780 $ | +23.830.005 $ | +12,1 % | 197.482.775 $ | -30.163.940 $ | -13,3 % | 227.646.715 $ | -13.595.180 $ | -5,6 % | |||
| Janney Montgomery Scott LLC | 224.705.000 $ | +7.294.000 $ | +3,4 % | 217.411.000 $ | +77.407.000 $ | +55,3 % | 140.004.000 $ | +10.683.000 $ | +8,3 % | |||
| OSAIC HOLDINGS, INC. | 224.690.088 $ | +24.319.671 $ | +12,1 % | 200.370.417 $ | +17.538.988 $ | +9,6 % | 182.831.429 $ | -45.210.062 $ | -19,8 % | |||
| Investure, LLC | 188.992.573 $ | -34.092.449 $ | -15,3 % | 223.085.022 $ | +38.071.096 $ | +20,6 % | 185.013.926 $ | +10.337.611 $ | +5,9 % | |||
| CHOREO, LLC | 223.032.052 $ | +23.815.403 $ | +12,0 % | 199.216.649 $ | +16.146.991 $ | +8,8 % | 183.069.658 $ | +18.435.155 $ | +11,2 % | |||
| CITIZENS FINANCIAL GROUP INC/RI | 221.757.426 $ | +14.618.566 $ | +7,1 % | 207.138.860 $ | +7.856.768 $ | +3,9 % | 199.282.092 $ | +549.920 $ | +0,3 % | |||
| Matson Money. Inc. | 217.458.369 $ | +13.564.259 $ | +6,7 % | 203.894.110 $ | +2.852.083 $ | +1,4 % | 201.042.027 $ | +6.962.374 $ | +3,6 % | |||
| SCHRODER INVESTMENT MANAGEMENT GROUP | 216.781.645 $ | |||||||||||
| Neuberger Berman Group LLC | 212.257.983 $ | +19.134.299 $ | +9,9 % | 193.123.684 $ | +46.211.470 $ | +31,5 % | 146.912.214 $ | +3.399.113 $ | +2,4 % | |||
| Retirement Investment Advisors, Inc. | 211.351.277 $ | +5.078.182 $ | +2,5 % | 206.273.095 $ | +19.698.629 $ | +10,6 % | 186.574.466 $ | +197.707 $ | +0,1 % | 186.376.759 $ | +6.692.866 $ | +3,7 % |
| CKW FINANCIAL GROUP | 210.232.000 $ | +11.060.000 $ | +5,6 % | 199.172.000 $ | +6.073.000 $ | +3,1 % | 193.099.000 $ | +2.518.000 $ | +1,3 % | |||
| Balentine LLC | 205.127.045 $ | +10.080.759 $ | +5,2 % | 195.046.286 $ | -2.095.511 $ | -1,1 % | 197.141.797 $ | +22.143.990 $ | +12,7 % | |||
| Nuveen, LLC | 204.634.715 $ | +20.495.699 $ | +11,1 % | 184.139.016 $ | +27.688.684 $ | +17,7 % | 156.450.332 $ | +3.759.985 $ | +2,5 % | |||
| GREENLEAF TRUST | 198.639.563 $ | +5.173.151 $ | +2,7 % | 193.466.412 $ | -8.553.591 $ | -4,2 % | 202.020.003 $ | -36.058.914 $ | -15,1 % | |||
| WELLINGTON MANAGEMENT GROUP LLP | 200.629.594 $ | +113.211.110 $ | +129,5 % | 87.418.484 $ | -80.324.472 $ | -47,9 % | 167.742.956 $ | +31.672.154 $ | +23,3 % | |||
| HSBC HOLDINGS PLC | 104.976.795 $ | +3.721.902 $ | +3,7 % | 101.254.893 $ | -94.887.915 $ | -48,4 % | 196.142.808 $ | +110.642.759 $ | +129,4 % | |||
| MIDLAND WEALTH ADVISORS, LLC | 179.365.575 $ | +12.132.493 $ | +7,3 % | 167.233.082 $ | -20.166.921 $ | -10,8 % | 187.400.003 $ | +8.981.582 $ | +5,0 % | |||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 182.175.838 $ | +11.076.243 $ | +6,5 % | 171.099.595 $ | +30.747.434 $ | +21,9 % | 140.352.161 $ | +13.686.239 $ | +10,8 % | |||
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 180.057.093 $ | +518.895 $ | +0,3 % | 179.538.198 $ | +11.140.482 $ | +6,6 % | 168.397.716 $ | +2.641.427 $ | +1,6 % | 165.756.289 $ | +6.518.973 $ | +4,1 % |
| NEOS Investment Management LLC | 176.328.231 $ | +28.166.109 $ | +19,0 % | 148.162.122 $ | +103.117.223 $ | +228,9 % | 45.044.899 $ | +37.221.923 $ | +475,8 % | |||
| Avidian Wealth Enterprises, LLC | 175.841.435 $ | +1.745.734 $ | +1,0 % | 174.095.701 $ | +17.761.393 $ | +11,4 % | 156.334.308 $ | -4.808.044 $ | -3,0 % | 161.142.352 $ | -8.522.674 $ | -5,0 % |
| Lido Advisors, LLC | 135.600.074 $ | +14.868.560 $ | +12,3 % | 120.731.514 $ | -50.002.388 $ | -29,3 % | 170.733.902 $ | +14.484.137 $ | +9,3 % | |||
| National Philanthropic Trust | 168.059.244 $ | +8.218.299 $ | +5,1 % | 159.840.945 $ | +5.355.870 $ | +3,5 % | 154.485.075 $ | +25.430.418 $ | +19,7 % | |||
| Aaron Wealth Advisors LLC | 165.472.716 $ | +9.890.429 $ | +6,4 % | 155.582.287 $ | +16.463.148 $ | +11,8 % | 139.119.139 $ | +23.036.322 $ | +19,8 % | 116.082.817 $ | +12.691.413 $ | +12,3 % |
| SCS Capital Management LLC | 164.948.061 $ | +14.571.743 $ | +9,7 % | 150.376.318 $ | -1.502.042 $ | -1,0 % | 151.878.360 $ | +9.073.773 $ | +6,4 % | |||
| 49 WEALTH MANAGEMENT, LLC | 19.428.986 $ | -142.652.809 $ | -88,0 % | 162.081.795 $ | +16.009.176 $ | +11,0 % | 146.072.619 $ | +24.025.353 $ | +19,7 % | |||
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 118.306.927 $ | -42.199.866 $ | -26,3 % | 160.506.793 $ | +3.031.462 $ | +1,9 % | 157.475.331 $ | +362.296 $ | +0,2 % | |||
| Meeder Advisory Services, Inc. | 160.367.262 $ | +16.401.598 $ | +11,4 % | 143.965.664 $ | +13.968.528 $ | +10,7 % | 129.997.136 $ | +13.440.560 $ | +11,5 % | |||
| Parcion Private Wealth LLC | 128.804.518 $ | -30.834.924 $ | -19,3 % | 159.639.442 $ | +68.782.955 $ | +75,7 % | 90.856.487 $ | +3.130.417 $ | +3,6 % | |||
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 151.396.683 $ | +10.527.839 $ | +7,5 % | 140.868.844 $ | +5.454.137 $ | +4,0 % | 135.414.707 $ | +2.618.380 $ | +2,0 % | |||
| Equitable Holdings, Inc. | 149.107.718 $ | +30.677.596 $ | +25,9 % | 118.430.122 $ | -11.111.894 $ | -8,6 % | 129.542.016 $ | +7.098.996 $ | +5,8 % | |||
| Sanctuary Advisors, LLC | 146.825.061 $ | +21.405.599 $ | +17,1 % | 125.419.462 $ | +2.692.999 $ | +2,2 % | 122.726.463 $ | -209.927.288 $ | -63,1 % | |||
| AE Wealth Management LLC | 143.604.046 $ | +25.280.294 $ | +21,4 % | 118.323.752 $ | +28.431.535 $ | +31,6 % | 89.892.217 $ | +34.480.990 $ | +62,2 % | |||
| Alesco Advisors, LLC, An ESL Co | 140.274.439 $ | +5.872.310 $ | +4,4 % | 134.402.129 $ | -1.729.086 $ | -1,3 % | 136.131.215 $ | +557.031 $ | +0,4 % | |||
| First Financial Bank - Trust Division | 139.285.436 $ | +3.431.143 $ | +2,5 % | 135.854.293 $ | +11.760.124 $ | +9,5 % | 124.094.169 $ | +5.714.652 $ | +4,8 % | 118.379.517 $ | +4.049.657 $ | +3,5 % |
| Facet Wealth, Inc. | 137.778.556 $ | +5.481.578 $ | +4,1 % | 132.296.978 $ | +11.787.529 $ | +9,8 % | 120.509.449 $ | -130.779 $ | -0,1 % | |||
| NewEdge Advisors, LLC | 134.693.680 $ | +11.708.512 $ | +9,5 % | 122.985.168 $ | +8.722.066 $ | +7,6 % | 114.263.102 $ | +9.864.362 $ | +9,4 % | |||
| CAPTRUST FINANCIAL ADVISORS | 134.529.803 $ | +11.865.895 $ | +9,7 % | 122.663.908 $ | -546.348 $ | -0,4 % | 123.210.256 $ | -1.203.008 $ | -1,0 % | |||
| UMB Bank, n.a. | 133.650.398 $ | +10.536.478 $ | +8,6 % | 123.113.920 $ | +7.932.023 $ | +6,9 % | 115.181.897 $ | +562.464 $ | +0,5 % | |||
| Concurrent Investment Advisors, LLC | 132.866.293 $ | +42.817.022 $ | +47,5 % | 90.049.271 $ | +25.940.965 $ | +40,5 % | 64.108.306 $ | +19.093.772 $ | +42,4 % | 45.014.534 $ | +7.930.283 $ | +21,4 % |
| RITHOLTZ WEALTH MANAGEMENT | 132.512.183 $ | +10.975.977 $ | +9,0 % | 121.536.206 $ | +6.925.725 $ | +6,0 % | 114.610.481 $ | +4.643.188 $ | +4,2 % | |||
| SAGESPRING WEALTH PARTNERS, LLC | 131.195.196 $ | +1.708.919 $ | +1,3 % | 129.486.277 $ | +11.056.297 $ | +9,3 % | 118.429.980 $ | -6.337.142 $ | -5,1 % | 124.767.122 $ | -5.321.878 $ | -4,1 % |
| Alaska Permanent Capital Management, LLC | 118.485.615 $ | +7.305.310 $ | +6,6 % | 111.180.305 $ | -19.759.862 $ | -15,1 % | 130.940.167 $ | -1.100.221 $ | -0,8 % | |||
| Capital Analysts, LLC | 129.803.000 $ | +10.112.000 $ | +8,4 % | 119.691.000 $ | +6.372.000 $ | +5,6 % | 113.319.000 $ | +2.667.000 $ | +2,4 % | |||
| GROUP ONE TRADING LLC | 128.843.252 $ | +128.579.263 $ | +48.706,3 % | 263.989 $ | -1.488.181 $ | -84,9 % | 1.752.170 $ | -216.300 $ | -11,0 % | |||
| SigFig Wealth Management, LLC | 128.804.702 $ | +5.143.030 $ | +4,2 % | 123.661.672 $ | +8.592.102 $ | +7,5 % | 115.069.570 $ | +6.249.301 $ | +5,7 % | 108.820.269 $ | +3.831.490 $ | +3,6 % |
| FORM Wealth Advisors, LLC | 128.717.920 $ | +20.002.119 $ | +18,4 % | 108.715.801 $ | -12.368.220 $ | -10,2 % | 121.084.021 $ | -4.109.847 $ | -3,3 % | 125.193.868 $ | ||
| Fifth Third Wealth Advisors LLC | 126.968.496 $ | +7.588.286 $ | +6,4 % | 119.380.210 $ | +9.776.115 $ | +8,9 % | 109.604.095 $ | +5.414.806 $ | +5,2 % | 104.189.289 $ | -1.065.050 $ | -1,0 % |
| Curi Capital, LLC | 124.934.697 $ | +16.679.286 $ | +15,4 % | 108.255.411 $ | +43.966.964 $ | +68,4 % | 64.288.447 $ | +13.980.074 $ | +27,8 % | |||
| Gotham Asset Management, LLC | 124.424.787 $ | +5.375.664 $ | +4,5 % | 119.049.123 $ | +30.193.783 $ | +34,0 % | 88.855.340 $ | +11.848.444 $ | +15,4 % | |||
| DAVENPORT & Co LLC | 121.446.140 $ | +19.120.407 $ | +18,7 % | 102.325.733 $ | +19.457.958 $ | +23,5 % | 82.867.775 $ | +12.745.612 $ | +18,2 % | 70.122.163 $ | +8.386.735 $ | +13,6 % |
| RKL Wealth Management LLC | 120.502.610 $ | +3.631.411 $ | +3,1 % | 116.871.199 $ | +9.052.325 $ | +8,4 % | 107.818.874 $ | -4.971.081 $ | -4,4 % | 112.789.955 $ | +9.046.154 $ | +8,7 % |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 119.170.474 $ | +20.403.213 $ | +20,7 % | 98.767.261 $ | -2.282.004 $ | -2,3 % | 101.049.265 $ | |||||
| Wedmont Private Capital | 115.531.454 $ | -51.566 $ | -0,0 % | 115.583.020 $ | +5.062.619 $ | +4,6 % | 110.520.401 $ | +9.314.769 $ | +9,2 % | 101.205.632 $ | +1.766.023 $ | +1,8 % |
| FIRST FOUNDATION ADVISORS | 114.903.200 $ | +15.376.732 $ | +15,4 % | 99.526.468 $ | +5.894.926 $ | +6,3 % | 93.631.542 $ | +2.901.251 $ | +3,2 % | |||
| Arkos Global Advisors | 112.479.000 $ | +13.430.000 $ | +13,6 % | 99.049.000 $ | +5.938.000 $ | +6,4 % | 93.111.000 $ | +5.327.000 $ | +6,1 % | |||
| Composition Wealth, LLC | 111.414.585 $ | +14.313.123 $ | +14,7 % | 97.101.462 $ | +40.320.363 $ | +71,0 % | 56.781.099 $ | +473.684 $ | +0,8 % | |||
| Mirae Asset Global Investments Co., Ltd. | 110.733.316 $ | -93.963 $ | -0,1 % | 110.827.279 $ | -453.894 $ | -0,4 % | 111.281.173 $ | +5.189.046 $ | +4,9 % | |||
| COMERICA BANK | 111.071.149 $ | +3.617.154 $ | +3,4 % | |||||||||
| Venturi Wealth Management, LLC | 76.210.075 $ | -34.538.732 $ | -31,2 % | 110.748.807 $ | +61.959.542 $ | +127,0 % | 48.789.265 $ | -61.681.057 $ | -55,8 % | |||
| Global Strategic Investment Solutions, LLC | 109.464.839 $ | -312.037 $ | -0,3 % | 109.776.876 $ | +6.632.185 $ | +6,4 % | 103.144.691 $ | +1.382.361 $ | +1,4 % | 101.762.330 $ | +2.097.809 $ | +2,1 % |
| Bangor Savings Bank | 99.967.462 $ | -9.801.014 $ | -8,9 % | 109.768.476 $ | +8.207.159 $ | +8,1 % | 101.561.317 $ | +5.224.472 $ | +5,4 % | 96.336.845 $ | +7.421.095 $ | +8,3 % |
| AXIOM INVESTORS LLC /DE | 106.556.714 $ | -2.794.473 $ | -2,6 % | 109.351.187 $ | +28.166.237 $ | +34,7 % | 81.184.950 $ | -3.767.680 $ | -4,4 % | |||
| BROWN ADVISORY INC | 106.688.153 $ | +29.031.744 $ | +37,4 % | 77.656.409 $ | +13.237.561 $ | +20,5 % | 64.418.848 $ | +8.399.058 $ | +15,0 % | |||
| Truepoint, Inc. | 103.432.114 $ | +578.872 $ | +0,6 % | 102.853.242 $ | -3.827.378 $ | -3,6 % | 106.680.620 $ | -1.754.485 $ | -1,6 % | |||
| 1832 Asset Management L.P. | 46.428.227 $ | -60.148.668 $ | -56,4 % | 106.576.895 $ | +18.327.557 $ | +20,8 % | 88.249.338 $ | -44.835.374 $ | -33,7 % | |||
| ASPIRIANT, LLC | 106.284.211 $ | +8.672.326 $ | +8,9 % | 97.611.885 $ | +8.280.617 $ | +9,3 % | 89.331.268 $ | +7.423.632 $ | +9,1 % | 81.907.636 $ | +8.639.508 $ | +11,8 % |
| Clearstead Advisors, LLC | 105.879.180 $ | +12.531.227 $ | +13,4 % | 93.347.953 $ | +10.682.723 $ | +12,9 % | 82.665.230 $ | +8.911.309 $ | +12,1 % | |||
| REGIONS FINANCIAL CORP | 105.487.477 $ | +19.251.586 $ | +22,3 % | 86.235.891 $ | -7.775.565 $ | -8,3 % | 94.011.456 $ | +618.568 $ | +0,7 % | |||
| Callan Family Office, LLC | 104.916.354 $ | +13.748.952 $ | +15,1 % | 91.167.402 $ | +8.032.332 $ | +9,7 % | 83.135.070 $ | +12.355.926 $ | +17,5 % | |||
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 104.154.501 $ | +10.833.732 $ | +11,6 % | 93.320.769 $ | +9.811.329 $ | +11,7 % | 83.509.440 $ | +11.041.844 $ | +15,2 % | |||
| Graves Light Lenhart Wealth, Inc. | 101.278.274 $ | +3.406.245 $ | +3,5 % | 97.872.029 $ | +11.120.629 $ | +12,8 % | 86.751.400 $ | +3.472.876 $ | +4,2 % | 83.278.524 $ | +5.146.849 $ | +6,6 % |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 100.988.590 $ | +7.118.174 $ | +7,6 % | 93.870.416 $ | +3.238.361 $ | +3,6 % | 90.632.055 $ | +4.038.852 $ | +4,7 % | |||
| FIRST NATIONAL TRUST CO | 100.850.381 $ | +7.623.945 $ | +8,2 % | 93.226.436 $ | -2.841.168 $ | -3,0 % | 96.067.604 $ | +4.132.096 $ | +4,5 % | |||
| Wellspring Financial Advisors, LLC | 99.950.546 $ | +9.153.676 $ | +10,1 % | 90.796.870 $ | -8.409.651 $ | -8,5 % | 99.206.521 $ | +4.407.705 $ | +4,6 % | |||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 90.987.763 $ | -4.969.011 $ | -5,2 % | 95.956.774 $ | -2.561.869 $ | -2,6 % | 98.518.643 $ | -1.343.233 $ | -1,3 % | 99.861.876 $ | -3.371.485 $ | -3,3 % |
| Klingman & Associates, LLC | 99.813.454 $ | +3.022.885 $ | +3,1 % | 96.790.569 $ | +10.121.111 $ | +11,7 % | 86.669.458 $ | +5.330.038 $ | +6,6 % | 81.339.420 $ | +8.116.892 $ | +11,1 % |
| Diversified Trust Co | 99.652.326 $ | +7.717.147 $ | +8,4 % | 91.935.179 $ | +1.261.145 $ | +1,4 % | 90.674.034 $ | +12.387.171 $ | +15,8 % | |||
| Rehmann Capital Advisory Group | 99.247.072 $ | +8.655.699 $ | +9,6 % | 90.591.373 $ | +82.785 $ | +0,1 % | 90.508.588 $ | +5.037.727 $ | +5,9 % | |||
| Legacy Edge Advisors, LLC | 99.179.258 $ | +8.040.534 $ | +8,8 % | 91.138.724 $ | +4.640.566 $ | +5,4 % | 86.498.158 $ | +6.218.534 $ | +7,7 % | |||
| Center for Financial Planning, Inc. | 41.883.256 $ | +2.445.313 $ | +6,2 % | 39.437.943 $ | -59.040.536 $ | -60,0 % | 98.478.479 $ | +3.147.183 $ | +3,3 % | |||
| MAKENA CAPITAL MANAGEMENT LLC | 98.306.561 $ | +726.447 $ | +0,7 % | 97.580.114 $ | +14.003.759 $ | +16,8 % | 83.576.355 $ | -18.289.006 $ | -18,0 % | |||
| Beacon Pointe Advisors, LLC | 95.365.031 $ | +15.919.932 $ | +20,0 % | 79.445.099 $ | +24.499.836 $ | +44,6 % | 54.945.263 $ | +5.872.144 $ | +12,0 % | |||
| Brookstone Capital Management | 74.801.956 $ | -16.968.328 $ | -18,5 % | 91.770.284 $ | -1.951.481 $ | -2,1 % | 93.721.765 $ | +11.940.778 $ | +14,6 % | 81.780.987 $ | +7.254.269 $ | +9,7 % |
| Fragasso Financial Advisors Inc | 93.483.985 $ | +951.672 $ | +1,0 % | 92.532.313 $ | +7.549.453 $ | +8,9 % | 84.982.860 $ | +2.565.643 $ | +3,1 % | 82.417.217 $ | +2.444.006 $ | +3,1 % |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 93.324.133 $ | +10.048.895 $ | +12,1 % | 83.275.238 $ | +15.227.585 $ | +22,4 % | 68.047.653 $ | +7.048.828 $ | +11,6 % | |||
| Financiere des Professionnels - Fonds d'investissement inc. | 93.079.264 $ | +7.179.602 $ | +8,4 % | 85.899.662 $ | -2.160.558 $ | -2,5 % | 88.060.220 $ | +4.945.203 $ | +5,9 % | |||
| Strategic Investment Advisors / MI | 92.203.753 $ | +18.757.423 $ | +25,5 % | 73.446.330 $ | +8.771.893 $ | +13,6 % | 64.674.437 $ | +6.712.974 $ | +11,6 % | |||
| Planning Project LLC | 91.604.877 $ | +20.764.324 $ | +29,3 % | 70.840.553 $ | ||||||||
| CX Institutional | 87.795.000 $ | +4.556.000 $ | +5,5 % | 83.239.000 $ | -6.021.000 $ | -6,7 % | 89.260.000 $ | -2.236.000 $ | -2,4 % | 91.496.000 $ | -2.672.000 $ | -2,8 % |
| Texas Capital Bank Wealth Management Services Inc | 90.734.889 $ | +22.984.451 $ | +33,9 % | 67.750.438 $ | +3.005.414 $ | +4,6 % | 64.745.024 $ | +10.100.051 $ | +18,5 % | |||
| AMG National Trust Bank | 90.150.538 $ | +3.595.669 $ | +4,2 % | 86.554.869 $ | +8.879.672 $ | +11,4 % | 77.675.197 $ | +6.794.089 $ | +9,6 % | |||
| FIRST HAWAIIAN BANK | 90.150.134 $ | +1.238.103 $ | +1,4 % | 88.912.031 $ | +5.018.061 $ | +6,0 % | 83.893.970 $ | +376.977 $ | +0,5 % | 83.516.993 $ | -2.503.525 $ | -2,9 % |
| Valmark Advisers, Inc. | 88.899.455 $ | +12.603.969 $ | +16,5 % | 76.295.486 $ | +3.348.612 $ | +4,6 % | 72.946.874 $ | +68.755.121 $ | +1.640,2 % | |||
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 87.791.547 $ | +7.895.290 $ | +9,9 % | 79.896.257 $ | +10.356.849 $ | +14,9 % | 69.539.408 $ | +8.212.250 $ | +13,4 % | |||
| VICTORY CAPITAL MANAGEMENT INC | 18.113.235 $ | -69.171.348 $ | -79,2 % | 87.284.583 $ | +59.257.455 $ | +211,4 % | 28.027.128 $ | -3.459.711 $ | -11,0 % | |||
| QUADRANT CAPITAL GROUP LLC | 86.965.045 $ | +1.423.786 $ | +1,7 % | 85.541.259 $ | +7.943.896 $ | +10,2 % | 77.597.363 $ | +3.007.102 $ | +4,0 % | 74.590.261 $ | +6.821.427 $ | +10,1 % |
| True Link Financial Advisors, LLC | 85.973.641 $ | +7.304.829 $ | +9,3 % | 78.668.812 $ | +1.441.610 $ | +1,9 % | 77.227.202 $ | +3.929.795 $ | +5,4 % | |||
| FLOW TRADERS U.S. LLC | 85.615.000 $ | |||||||||||
| CWM, LLC | 66.664.555 $ | -18.370.445 $ | -21,6 % | 85.035.000 $ | +23.917.000 $ | +39,1 % | ||||||
| Valeo Financial Advisors, LLC | 84.974.367 $ | +5.558.247 $ | +7,0 % | 79.416.120 $ | +6.892.078 $ | +9,5 % | 72.524.042 $ | +3.395.125 $ | +4,9 % | 69.128.917 $ | +7.230.505 $ | +11,7 % |
| Kestra Advisory Services, LLC | 84.850.826 $ | +2.882.398 $ | +3,5 % | 81.968.428 $ | +9.414.125 $ | +13,0 % | 72.554.303 $ | +7.244.393 $ | +11,1 % | |||
| BLAIR WILLIAM & CO/IL | 77.922.657 $ | -5.634.362 $ | -6,7 % | 83.557.019 $ | +5.436.230 $ | +7,0 % | 78.120.789 $ | +10.816.190 $ | +16,1 % | |||
| CATALYST FINANCIAL PARTNERS LLC | 83.474.422 $ | +10.471.191 $ | +14,3 % | 73.003.231 $ | +7.068.597 $ | +10,7 % | 65.934.634 $ | +9.386.074 $ | +16,6 % | |||
| NOTTINGHAM ADVISORS, INC. | 82.490.635 $ | +3.376.269 $ | +4,3 % | 79.114.366 $ | +837.957 $ | +1,1 % | 78.276.409 $ | +662.059 $ | +0,9 % | |||
| Disciplina Capital Management LLC | 78.646.543 $ | -1.699.647 $ | -2,1 % | 80.346.190 $ | +12.819.724 $ | +19,0 % | 67.526.466 $ | +7.253.841 $ | +12,0 % | |||
| Wealthspire Advisors, LLC | 80.259.354 $ | +8.878.013 $ | +12,4 % | 71.381.341 $ | -1.136.871 $ | -1,6 % | 72.518.212 $ | +913.871 $ | +1,3 % | |||
| Ironwood Wealth Management, LLC. | 80.199.503 $ | +2.256.052 $ | +2,9 % | 77.943.451 $ | +1.291.254 $ | +1,7 % | 76.652.197 $ | +29.422.964 $ | +62,3 % | |||
| Midwest Trust Co | 80.096.315 $ | +2.637.417 $ | +3,4 % | 77.458.898 $ | +9.752.145 $ | +14,4 % | 67.706.753 $ | +5.592.349 $ | +9,0 % | 62.114.404 $ | +7.339.079 $ | +13,4 % |
| CI INVESTMENTS INC. | 44.026.476 $ | -35.951.347 $ | -45,0 % | 79.977.823 $ | +52.699.232 $ | +193,2 % | 27.278.591 $ | +5.443.591 $ | +24,9 % | |||
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 79.341.131 $ | +26.012.794 $ | +48,8 % | |||||||||
| IMC-Chicago, LLC | 79.147.985 $ | +67.950.413 $ | +606,8 % | 11.197.572 $ | +2.962.373 $ | +36,0 % | 8.235.199 $ | +413.474 $ | +5,3 % | |||
| BAILARD, INC. | 78.861.128 $ | +761.388 $ | +1,0 % | 78.099.740 $ | +4.682.685 $ | +6,4 % | 73.417.055 $ | +2.351.342 $ | +3,3 % | 71.065.713 $ | +1.686.363 $ | +2,4 % |
| ACADIAN ASSET MANAGEMENT LLC | 78.374.000 $ | +11.360.000 $ | +17,0 % | 67.014.000 $ | +5.243.000 $ | +8,5 % | 61.771.000 $ | +7.743.000 $ | +14,3 % | |||
| RMR Wealth Builders | 77.644.748 $ | +4.907.500 $ | +6,7 % | 72.737.248 $ | +9.866.407 $ | +15,7 % | 62.870.841 $ | +4.650.280 $ | +8,0 % | 58.220.561 $ | +5.443.263 $ | +10,3 % |
| MPS Loria Financial Planners, LLC | 77.134.307 $ | |||||||||||
| Turtle Creek Wealth Advisors, LLC | 76.460.070 $ | +2.903.223 $ | +3,9 % | 73.556.847 $ | +14.155.500 $ | +23,8 % | 59.401.347 $ | +9.781.938 $ | +19,7 % | 49.619.409 $ | +1.636.864 $ | +3,4 % |
| AlphaCore Capital LLC | 76.094.107 $ | +20.269.816 $ | +36,3 % | 55.824.291 $ | +14.616.747 $ | +35,5 % | 41.207.544 $ | +18.348.766 $ | +80,3 % | |||
| Bluespring Wealth Management, LLC | 75.744.492 $ | |||||||||||
| Robertson Stephens Wealth Management, LLC | 74.407.307 $ | -1.188.639 $ | -1,6 % | 75.595.946 $ | +3.037.610 $ | +4,2 % | 72.558.336 $ | +23.648.328 $ | +48,4 % | 48.910.008 $ | +7.845.308 $ | +19,1 % |
| Janney Capital Management LLC | 74.970.000 $ | +184.000 $ | +0,2 % | |||||||||
| Apella Capital, LLC | 73.996.224 $ | +24.170.326 $ | +48,5 % | 49.825.898 $ | +2.331.911 $ | +4,9 % | 47.493.987 $ | +7.434.974 $ | +18,6 % | 40.059.013 $ | +3.989.606 $ | +11,1 % |
| Roth Financial Partners LLC | 73.893.088 $ | +140.664 $ | +0,2 % | 73.752.424 $ | +6.702.027 $ | +10,0 % | 67.050.397 $ | +571.508 $ | +0,9 % | 66.478.889 $ | +1.658.024 $ | +2,6 % |
| Private Wealth Asset Management, LLC | 72.964.206 $ | +8.082.892 $ | +12,5 % | 64.881.314 $ | ||||||||
| OneDigital Investment Advisors LLC | 72.803.213 $ | +6.561.996 $ | +9,9 % | 66.241.217 $ | -5.005.080 $ | -7,0 % | 71.246.297 $ | +2.357.703 $ | +3,4 % | |||
| Constellation Investments, Inc. | 71.672.598 $ | +1.104.645 $ | +1,6 % | 70.567.953 $ | +834.062 $ | +1,2 % | 69.733.891 $ | +1.675.920 $ | +2,5 % | |||
| Opus Capital Group, LLC | 75.533 $ | -70.578.467 $ | -99,9 % | 70.654.000 $ | -955.000 $ | -1,3 % | 71.609.000 $ | +2.161.000 $ | +3,1 % | |||
| Bleakley Financial Group, LLC | 71.429.372 $ | +9.532.519 $ | +15,4 % | 61.896.853 $ | +12.306.896 $ | +24,8 % | 49.589.957 $ | +6.861.944 $ | +16,1 % | |||
| INTRUST BANK NA | 71.207.854 $ | +2.833.533 $ | +4,1 % | 68.374.321 $ | +1.613.455 $ | +2,4 % | 66.760.866 $ | -805.198 $ | -1,2 % | |||
| Rockbridge Investment Management, LCC | 70.437.040 $ | +6.991.079 $ | +11,0 % | 63.445.961 $ | +3.454.082 $ | +5,8 % | 59.991.879 $ | +4.593.462 $ | +8,3 % | |||
| SIMPLEX TRADING, LLC | 69.050.524 $ | +64.306.497 $ | +1.355,5 % | 4.744.027 $ | -2.253.378 $ | -32,2 % | 6.997.405 $ | -5.513.595 $ | -44,1 % | |||
| Independent Advisor Alliance | 3.396.618 $ | -65.389.951 $ | -95,1 % | 68.786.569 $ | +65.946.553 $ | +2.322,0 % | 2.840.016 $ | +358.672 $ | +14,5 % | |||
| Orgel Wealth Management, LLC | 68.731.516 $ | +460.852 $ | +0,7 % | 68.270.664 $ | +4.682.754 $ | +7,4 % | 63.587.910 $ | -1.143.199 $ | -1,8 % | 64.731.109 $ | +1.388.839 $ | +2,2 % |
| CONDOR CAPITAL MANAGEMENT | 68.312.380 $ | +9.874.347 $ | +16,9 % | 58.438.033 $ | +11.261.031 $ | +23,9 % | 47.177.002 $ | +640.364 $ | +1,4 % | |||
| AQR CAPITAL MANAGEMENT LLC | 66.886.965 $ | +26.090.137 $ | +64,0 % | 40.796.828 $ | +8.799.970 $ | +27,5 % | 31.996.858 $ | +5.386.223 $ | +20,2 % | |||
| Leverty Financial Group, LLC | 66.676.543 $ | +5.479.269 $ | +9,0 % | 61.197.274 $ | +5.653.580 $ | +10,2 % | 55.543.694 $ | +1.687.671 $ | +3,1 % | 53.856.023 $ | +4.143.440 $ | +8,3 % |
| Cabot-Wellington, LLC | 66.635.108 $ | +2.264.278 $ | +3,5 % | 64.370.830 $ | -1.582.677 $ | -2,4 % | 65.953.507 $ | +472.566 $ | +0,7 % | |||
| Jordan Park Group LLC | 66.276.008 $ | +6.985.815 $ | +11,8 % | 59.290.193 $ | +2.812.471 $ | +5,0 % | 56.477.722 $ | +2.935.203 $ | +5,5 % | |||
| MASON STREET ADVISORS, LLC | 61.304.445 $ | -3.062.113 $ | -4,8 % | 64.366.558 $ | +63.983.404 $ | +16.699,1 % | 383.154 $ | -54.775.375 $ | -99,3 % | |||
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 54.084.800 $ | +3.388.000 $ | +6,7 % | 50.696.800 $ | -13.267.100 $ | -20,7 % | 63.963.900 $ | -732.810 $ | -1,1 % | |||
| Crewe Advisors LLC | 63.760.976 $ | +8.190.747 $ | +14,7 % | 55.570.229 $ | +6.268.000 $ | +12,7 % | 49.302.229 $ | +3.225.234 $ | +7,0 % | |||
| Farther Finance Advisors, LLC | 52.933.993 $ | -6.162.510 $ | -10,4 % | 59.096.503 $ | +291.447 $ | +0,5 % | 58.805.056 $ | -4.832.709 $ | -7,6 % | 63.637.765 $ | +31.718.542 $ | +99,4 % |
| Integrated Wealth Concepts LLC | 52.250.142 $ | -11.272.378 $ | -17,7 % | 63.522.520 $ | +6.129.115 $ | +10,7 % | 57.393.405 $ | -169.488 $ | -0,3 % | |||
| 71 West Capital Partners | 63.442.785 $ | +20.902.954 $ | +49,1 % | 42.539.831 $ | +9.408.767 $ | +28,4 % | 33.131.064 $ | |||||
| Colony Family Offices, LLC | 63.273.350 $ | +258.999 $ | +0,4 % | 63.014.351 $ | +3.963.483 $ | +6,7 % | 59.050.868 $ | +818.978 $ | +1,4 % | 58.231.890 $ | +2.583.591 $ | +4,6 % |
| WADDELL & ASSOCIATES, LLC | 63.212.914 $ | +4.602.335 $ | +7,9 % | 58.610.579 $ | +2.893.004 $ | +5,2 % | 55.717.575 $ | +2.937.977 $ | +5,6 % | |||
| Brickley Wealth Management | 63.153.968 $ | +7.603.658 $ | +13,7 % | 55.550.310 $ | +1.135.841 $ | +2,1 % | 54.414.469 $ | +1.208.586 $ | +2,3 % | |||
| GREAT LAKES ADVISORS, LLC | 62.782.908 $ | +4.965.994 $ | +8,6 % | 57.816.914 $ | +23.780.138 $ | +69,9 % | 34.036.776 $ | +2.977.478 $ | +9,6 % | |||
| Northwest Quadrant Wealth Management, LLC | 62.686.264 $ | +5.428.882 $ | +9,5 % | 57.257.382 $ | +1.306.464 $ | +2,3 % | 55.950.918 $ | +3.428.203 $ | +6,5 % | |||
| Parallel Advisors, LLC | 61.770.719 $ | +1.514.089 $ | +2,5 % | 60.256.630 $ | +1.811.958 $ | +3,1 % | 58.444.672 $ | +1.462.079 $ | +2,6 % | |||
| CAPE COD FIVE CENTS SAVINGS BANK | 61.623.544 $ | +14.739.456 $ | +31,4 % | 46.884.088 $ | +0 $ | +0,0 % | ||||||
| Orion Porfolio Solutions, LLC | 60.173.673 $ | -462.496 $ | -0,8 % | 60.636.169 $ | +516.659 $ | +0,9 % | 60.119.510 $ | +11.031.001 $ | +22,5 % | |||
| LBMC INVESTMENT ADVISORS, LLC | 60.133.028 $ | +6.253.173 $ | +11,6 % | 53.879.855 $ | +411.569 $ | +0,8 % | 53.468.286 $ | +3.400.759 $ | +6,8 % | |||
| Parkside Investments, LLC | 57.535.593 $ | +162.616 $ | +0,3 % | 57.372.977 $ | +3.411.911 $ | +6,3 % | 53.961.066 $ | -5.905.413 $ | -9,9 % | 59.866.479 $ | +647.610 $ | +1,1 % |
| NEW ENGLAND ASSET MANAGEMENT INC | 58.823.980 $ | +4.033.413 $ | +7,4 % | 54.790.567 $ | +3.147.993 $ | +6,1 % | 51.642.574 $ | +2.921.848 $ | +6,0 % | |||
| Crestwood Advisors Group, LLC | 58.305.874 $ | +4.218.640 $ | +7,8 % | 54.087.234 $ | +15.379.874 $ | +39,7 % | 38.707.360 $ | +2.814.666 $ | +7,8 % | |||
| McKinley Carter Wealth Services, Inc. | 35.333.468 $ | -251.699 $ | -0,7 % | 35.585.167 $ | +1.485.301 $ | +4,4 % | 34.099.866 $ | -23.801.588 $ | -41,1 % | 57.901.454 $ | -16.466.982 $ | -22,1 % |
| ENCOMPASS WEALTH ADVISORS, LLC | 57.899.054 $ | +29.946.706 $ | +107,1 % | 27.952.348 $ | +2.771.616 $ | +11,0 % | 25.180.732 $ | +628.210 $ | +2,6 % | 24.552.522 $ | +1.524.664 $ | +6,6 % |
| WHITTIER TRUST CO OF NEVADA INC | 57.843.182 $ | +4.630.418 $ | +8,7 % | 53.212.764 $ | +5.021.074 $ | +10,4 % | 48.191.690 $ | +1.960.776 $ | +4,2 % | |||
| PRINCIPAL SECURITIES, INC. | 55.623.443 $ | -2.165.177 $ | -3,7 % | 57.788.620 $ | +11.372.579 $ | +24,5 % | 46.416.041 $ | -2.708.235 $ | -5,5 % | |||
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 56.780.734 $ | +2.561.050 $ | +4,7 % | 54.219.684 $ | +2.430.038 $ | +4,7 % | 51.789.646 $ | -119.096.353 $ | -69,7 % | |||
| Ledyard National Bank | 56.367.691 $ | +154.364 $ | +0,3 % | 56.213.327 $ | +2.638.216 $ | +4,9 % | 53.575.111 $ | +745.402 $ | +1,4 % | 52.829.709 $ | +792.425 $ | +1,5 % |
| WHITTIER TRUST CO | 56.140.909 $ | +7.218.214 $ | +14,8 % | 48.922.695 $ | +6.818.005 $ | +16,2 % | 42.104.690 $ | +3.249.895 $ | +8,4 % | |||
| Fusion Family Wealth, LLC | 55.717.004 $ | +2.786.555 $ | +5,3 % | 52.930.449 $ | +500.060 $ | +1,0 % | 52.430.389 $ | +3.355.011 $ | +6,8 % | |||
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 54.552.306 $ | +6.214.754 $ | +12,9 % | 48.337.552 $ | -930.033 $ | -1,9 % | 49.267.585 $ | +1.702.851 $ | +3,6 % | |||
| RMG Wealth Management LLC | 53.678.525 $ | |||||||||||
| COMMERCE BANK | 53.622.954 $ | +5.540.660 $ | +11,5 % | 48.082.294 $ | +8.611.112 $ | +21,8 % | 39.471.182 $ | +6.306.217 $ | +19,0 % | |||
| Perigon Wealth Management, LLC | 53.451.717 $ | +20.810.990 $ | +63,8 % | 32.640.727 $ | +9.381.568 $ | +40,3 % | 23.259.159 $ | |||||
| KINTRA WEALTH, LLC | 53.390.401 $ | +11.715.022 $ | +28,1 % | 41.675.379 $ | ||||||||
| Pathway Financial Advisors LLC | 53.323.692 $ | +15.522.030 $ | +41,1 % | 37.801.662 $ | +4.161.835 $ | +12,4 % | 33.639.827 $ | +7.521.571 $ | +28,8 % | 26.118.256 $ | +4.273.462 $ | +19,6 % |
| BENJAMIN EDWARDS INC | 2.145.689 $ | -36.004.354 $ | -94,4 % | 38.150.043 $ | -14.975.110 $ | -28,2 % | 53.125.153 $ | +17.165.067 $ | +47,7 % | |||
| Shepherd Financial Partners LLC | 51.623.261 $ | -1.498.573 $ | -2,8 % | 53.121.834 $ | +12.860.144 $ | +31,9 % | 40.261.690 $ | -2.783.188 $ | -6,5 % | |||
| Pacific Capital Wealth Advisors, Inc. | 53.038.575 $ | +2.970.661 $ | +5,9 % | 50.067.914 $ | +4.855.940 $ | +10,7 % | 45.211.974 $ | +1.690.733 $ | +3,9 % | 43.521.241 $ | +1.412.051 $ | +3,4 % |
| BANK OF HAWAII | 52.663.625 $ | +1.412.057 $ | +2,8 % | 51.251.568 $ | +1.149.585 $ | +2,3 % | 50.101.983 $ | +1.201.924 $ | +2,5 % | |||
| Merit Financial Group, LLC | 43.640.977 $ | -5.380.208 $ | -11,0 % | 49.021.185 $ | -3.557.081 $ | -6,8 % | 52.578.266 $ | -3.216.929 $ | -5,8 % | |||
| Stash Investments, LLC | 52.543.576 $ | +6.137.083 $ | +13,2 % | 46.406.493 $ | +1.519.043 $ | +3,4 % | 44.887.450 $ | +2.972.451 $ | +7,1 % | |||
| Summit Financial, LLC | 52.485.143 $ | +1.224.861 $ | +2,4 % | 51.260.282 $ | +7.585.718 $ | +17,4 % | 43.674.564 $ | -1.404.731 $ | -3,1 % | |||
| Wescott Financial Advisory Group, LLC | 52.290.622 $ | +6.150.426 $ | +13,3 % | 46.140.196 $ | -946.438 $ | -2,0 % | 47.086.634 $ | +918.031 $ | +2,0 % | |||
| Alaska Wealth Advisors, LLC | 52.182.040 $ | +4.406.872 $ | +9,2 % | 47.775.168 $ | -3.405.835 $ | -6,7 % | 51.181.003 $ | +7.241.049 $ | +16,5 % | |||
| Revolve Wealth Partners, LLC | 51.437.894 $ | +4.136.676 $ | +8,7 % | 47.301.218 $ | -4.879.380 $ | -9,4 % | 52.180.598 $ | +1.469.047 $ | +2,9 % | |||
| BOK Financial Private Wealth, Inc. | 52.100.564 $ | +2.656.182 $ | +5,4 % | 49.444.382 $ | +483.218 $ | +1,0 % | 48.961.164 $ | -514.769 $ | -1,0 % | |||
| Atria Investments, Inc | 51.929.759 $ | +4.490.262 $ | +9,5 % | 47.439.497 $ | -2.928.000 $ | -5,8 % | 50.367.497 $ | -1.300.430 $ | -2,5 % | 51.667.927 $ | -831.634 $ | -1,6 % |
| SVB WEALTH LLC | 51.736.219 $ | |||||||||||
| MCF Advisors LLC | 51.571.968 $ | +17.513.476 $ | +51,4 % | 34.058.492 $ | -837.344 $ | -2,4 % | 34.895.836 $ | -15.918 $ | -0,0 % | |||
| HANCOCK WHITNEY CORP | 45.757.673 $ | -5.540.723 $ | -10,8 % | 51.298.396 $ | +5.284.984 $ | +11,5 % | 46.013.412 $ | +2.288.830 $ | +5,2 % | |||
| EARNED WEALTH ADVISORS, LLC | 51.152.015 $ | +6.238.273 $ | +13,9 % | 44.913.742 $ | +2.016.900 $ | +4,7 % | 42.896.842 $ | +29.708.877 $ | +225,3 % | |||
| Smartleaf Asset Management LLC | 51.109.671 $ | +4.579.282 $ | +9,8 % | 46.530.389 $ | +12.786.088 $ | +37,9 % | 33.744.301 $ | +20.962.155 $ | +164,0 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 22.541.000 $ | -28.054.000 $ | -55,4 % | 50.595.000 $ | +1.952.000 $ | +4,0 % | 48.643.000 $ | +2.613.000 $ | +5,7 % | |||
| Global Wealth Strategies & Associates | 49.808.043 $ | +1.149.107 $ | +2,4 % | 48.658.936 $ | +4.590.227 $ | +10,4 % | 44.068.709 $ | +318.094 $ | +0,7 % | 43.750.615 $ | +2.628.877 $ | +6,4 % |
| ISTHMUS PARTNERS, LLC | 48.971.484 $ | +293.329 $ | +0,6 % | 48.678.155 $ | +2.432.896 $ | +5,3 % | 46.245.259 $ | |||||
| COLDSTREAM CAPITAL MANAGEMENT INC | 48.758.034 $ | +2.577.314 $ | +5,6 % | 46.180.720 $ | +3.121.552 $ | +7,2 % | 43.059.168 $ | +2.241.880 $ | +5,5 % | |||
| CUTLER INVESTMENT COUNSEL LLC | 48.051.633 $ | +3.617.483 $ | +8,1 % | 44.434.150 $ | -153.374 $ | -0,3 % | 44.587.524 $ | +1.826.747 $ | +4,3 % | |||
| Octavia Wealth Advisors, LLC | 47.861.466 $ | +6.232.139 $ | +15,0 % | 41.629.327 $ | +24.840.357 $ | +148,0 % | 16.788.970 $ | +1.445.120 $ | +9,4 % | |||
| CITIGROUP INC | 43.047.069 $ | +4.714.268 $ | +12,3 % | 38.332.801 $ | -9.512.956 $ | -19,9 % | 47.845.757 $ | -2.824.052 $ | -5,6 % | |||
| VICUS CAPITAL | 47.828.589 $ | +3.667.539 $ | +8,3 % | 44.161.050 $ | +2.112.037 $ | +5,0 % | 42.049.013 $ | -19.731.413 $ | -31,9 % | |||
| Galvin, Gaustad & Stein, LLC | 47.389.913 $ | -138.532 $ | -0,3 % | 47.528.445 $ | +3.977.637 $ | +9,1 % | 43.550.808 $ | +3.189.886 $ | +7,9 % | 40.360.922 $ | +919.163 $ | +2,3 % |
| Bishop & Co Investment Management, LLC | 47.499.146 $ | +3.273.205 $ | +7,4 % | 44.225.941 $ | +19.407.009 $ | +78,2 % | 24.818.932 $ | +782.739 $ | +3,3 % | |||
| BLB&B Advisors, LLC | 47.442.394 $ | +3.704.833 $ | +8,5 % | 43.737.561 $ | -375.685 $ | -0,9 % | 44.113.246 $ | +533.383 $ | +1,2 % | |||
| Conrad Siegel Investment Advisors, Inc. | 16.705.123 $ | -887.801 $ | -5,0 % | 17.592.924 $ | -29.473.850 $ | -62,6 % | 47.066.774 $ | +1.155.126 $ | +2,5 % | 45.911.648 $ | +2.093.252 $ | +4,8 % |
| Abundance Wealth Counselors | 46.460.193 $ | +22.997.443 $ | +98,0 % | 23.462.750 $ | +1.105.530 $ | +4,9 % | 22.357.220 $ | +265.331 $ | +1,2 % | |||
| Archford Capital Strategies, LLC | 45.368.866 $ | +687.181 $ | +1,5 % | 44.681.685 $ | +5.574.290 $ | +14,3 % | 39.107.395 $ | +1.536.636 $ | +4,1 % | 37.570.759 $ | +290.260 $ | +0,8 % |
| Probity Advisors, Inc. | 45.040.786 $ | +3.335.293 $ | +8,0 % | 41.705.493 $ | +1.147.061 $ | +2,8 % | 40.558.432 $ | +1.144.065 $ | +2,9 % | |||
| CBM Financial, LLC | 44.791.282 $ | +1.286.642 $ | +3,0 % | 43.504.640 $ | +3.161.079 $ | +7,8 % | 40.343.561 $ | |||||
| NATIONAL BANK OF CANADA /FI/ | 29.126.338 $ | -7.839.335 $ | -21,2 % | 36.965.673 $ | -7.456.544 $ | -16,8 % | 44.422.217 $ | +27.585.765 $ | +163,8 % | |||
| Global Retirement Partners, LLC | 40.638.905 $ | -3.758.908 $ | -8,5 % | 44.397.813 $ | +15.042.874 $ | +51,2 % | ||||||
| World Investment Advisors | 31.767.705 $ | -1.459.647 $ | -4,4 % | 33.227.352 $ | -11.144.705 $ | -25,1 % | 44.372.057 $ | +7.167.609 $ | +19,3 % | |||
| Mesirow Financial Investment Management, Inc. | 43.798.634 $ | +3.999.586 $ | +10,0 % | 39.799.048 $ | +13.142.505 $ | +49,3 % | 26.656.543 $ | -5.989.813 $ | -18,3 % | |||
| Fort Point Capital Partners LLC | 43.556.214 $ | +5.095.181 $ | +13,2 % | 38.461.033 $ | -1.681.721 $ | -4,2 % | 40.142.754 $ | +13.692.091 $ | +51,8 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 43.332.505 $ | +3.081.609 $ | +7,7 % | 40.250.896 $ | +4.782.914 $ | +13,5 % | 35.467.982 $ | +2.345.765 $ | +7,1 % | |||
| Waverly Advisors, LLC | 42.963.681 $ | +14.319.404 $ | +50,0 % | 28.644.277 $ | +2.481.969 $ | +9,5 % | 26.162.308 $ | +3.132.199 $ | +13,6 % | |||
| Private Advisor Group, LLC | 38.557.610 $ | -3.398.885 $ | -8,1 % | 41.956.495 $ | +86.682 $ | +0,2 % | 41.869.813 $ | +6.546.263 $ | +18,5 % | |||
| BUFFALO BUSINESS & ESTATE SERVICES LTD | 41.780.497 $ | +1.193.129 $ | +2,9 % | 40.587.368 $ | +7.120.171 $ | +21,3 % | 33.467.197 $ | |||||
| Savant Capital, LLC | 41.680.113 $ | +20.305.356 $ | +95,0 % | 21.374.757 $ | +626.337 $ | +3,0 % | 20.748.420 $ | +184.351 $ | +0,9 % | |||
| Chan Zuckerberg Initiative, LLC | 41.592.369 $ | +999.593 $ | +2,5 % | |||||||||
| Acropolis Investment Management, LLC | 40.442.903 $ | -1.009.193 $ | -2,4 % | 41.452.096 $ | +751.921 $ | +1,8 % | 40.700.175 $ | -784.275 $ | -1,9 % | 41.484.450 $ | +1.373.519 $ | +3,4 % |
| Heck Capital Advisors, LLC | 41.293.986 $ | +2.191.206 $ | +5,6 % | 39.102.780 $ | +1.449.304 $ | +3,8 % | 37.653.476 $ | -3.168.038 $ | -7,8 % | 40.821.514 $ | +386.666 $ | +1,0 % |
| Affiance Financial, LLC | 41.158.293 $ | +2.046.013 $ | +5,2 % | 39.112.280 $ | +4.623.560 $ | +13,4 % | 34.488.720 $ | +6.536.805 $ | +23,4 % | 27.951.915 $ | +2.983.145 $ | +11,9 % |
| Smith & Howard Wealth Management, LLC | 40.722.323 $ | +3.229.507 $ | +8,6 % | 37.492.816 $ | +771.079 $ | +2,1 % | 36.721.737 $ | +1.250.458 $ | +3,5 % | |||
| Empire Life Investments Inc. | 40.708.953 $ | +5.296.857 $ | +15,0 % | 35.412.096 $ | -3.179.248 $ | -8,2 % | 38.591.344 $ | +4.042.428 $ | +11,7 % | |||
| Resonant Capital Advisors, LLC | 38.647.874 $ | -179.431 $ | -0,5 % | 38.827.305 $ | +2.041.705 $ | +5,6 % | 36.785.600 $ | -3.719.339 $ | -9,2 % | 40.504.939 $ | +5.165.087 $ | +14,6 % |
| Vestmark Advisory Solutions, Inc. | 40.397.667 $ | +5.792.190 $ | +16,7 % | 34.605.477 $ | -3.212.478 $ | -8,5 % | 37.817.955 $ | +23.133.390 $ | +157,5 % | |||
| SCOTIA CAPITAL INC. | 39.952.370 $ | +5.527.968 $ | +16,1 % | 34.424.402 $ | +1.493.310 $ | +4,5 % | 32.931.092 $ | +9.199.171 $ | +38,8 % | |||
| Regent Peak Wealth Advisors LLC | 33.002.654 $ | +1.834.193 $ | +5,9 % | 31.168.461 $ | +2.398.119 $ | +8,3 % | 28.770.342 $ | -11.143.398 $ | -27,9 % | 39.913.740 $ | +735.827 $ | +1,9 % |
| MassMutual Private Wealth & Trust, FSB | 39.852.266 $ | +730.509 $ | +1,9 % | 39.121.757 $ | +4.834.425 $ | +14,1 % | 34.287.332 $ | +1.249.038 $ | +3,8 % | 33.038.294 $ | +703.297 $ | +2,2 % |
| PARK AVENUE SECURITIES LLC | 34.979.000 $ | -4.851.000 $ | -12,2 % | 39.830.000 $ | +8.327.000 $ | +26,4 % | 31.503.000 $ | +5.585.000 $ | +21,5 % | |||
| STERLING INVESTMENT ADVISORS LLC /ADV | 39.799.742 $ | +3.242.027 $ | +8,9 % | 36.557.715 $ | -522.102 $ | -1,4 % | 37.079.817 $ | +1.472.600 $ | +4,1 % | |||
| Bull Oak Capital, LLC | 38.924.289 $ | +4.350.248 $ | +12,6 % | 34.574.041 $ | +2.236.935 $ | +6,9 % | 32.337.106 $ | +1.208.035 $ | +3,9 % | |||
| ELEMENT POINTE ADVISORS, LLC | 38.399.454 $ | +6.649.262 $ | +20,9 % | 31.750.192 $ | +3.039.146 $ | +10,6 % | 28.711.046 $ | +4.507.643 $ | +18,6 % | 24.203.403 $ | +13.924.047 $ | +135,5 % |
| Stratos Wealth Partners, LTD. | 38.390.916 $ | +2.629.257 $ | +7,4 % | 35.761.659 $ | +3.514.727 $ | +10,9 % | 32.246.932 $ | -510.722 $ | -1,6 % | |||
| Dynamic Advisor Solutions LLC | 38.337.656 $ | +962.033 $ | +2,6 % | 37.375.623 $ | +5.174.115 $ | +16,1 % | 32.201.508 $ | +1.377.673 $ | +4,5 % | 30.823.835 $ | +3.372 $ | +0,0 % |
| Cranbrook Wealth Management, LLC | 38.250.684 $ | +2.460.956 $ | +6,9 % | 35.789.728 $ | -335.449 $ | -0,9 % | 36.125.177 $ | +923.973 $ | +2,6 % | |||
| Pinnacle Financial Partners, Inc. | 37.784.135 $ | +3.620.801 $ | +10,6 % | 34.163.334 $ | +5.249.523 $ | +18,2 % | 28.913.811 $ | |||||
| Ritter Daniher Financial Advisory LLC / DE | 37.558.851 $ | +2.688.599 $ | +7,7 % | 34.870.252 $ | +806.660 $ | +2,4 % | 34.063.592 $ | +726.727 $ | +2,2 % | |||
| Bare Financial Services, Inc | 37.414.774 $ | +2.994.984 $ | +8,7 % | 34.419.790 $ | +1.441.691 $ | +4,4 % | 32.978.099 $ | +1.492.960 $ | +4,7 % | |||
| BRANDYWINE OAK PRIVATE WEALTH LLC | 37.169.278 $ | +3.205.425 $ | +9,4 % | 33.963.853 $ | +2.490.021 $ | +7,9 % | 31.473.832 $ | +1.998.327 $ | +6,8 % | |||
| Grove Bank & Trust | 37.050.234 $ | +608.102 $ | +1,7 % | 36.442.132 $ | +6.141.542 $ | +20,3 % | 30.300.590 $ | +1.275.932 $ | +4,4 % | 29.024.658 $ | +1.335.708 $ | +4,8 % |
| Geneos Wealth Management Inc. | 37.016.734 $ | +2.426.716 $ | +7,0 % | 34.590.018 $ | +12.411.210 $ | +56,0 % | 22.178.808 $ | +1.688.388 $ | +8,2 % | |||
| Purpose Unlimited Inc. | 36.609.337 $ | +3.624.459 $ | +11,0 % | 32.984.878 $ | +1.677.697 $ | +5,4 % | 31.307.181 $ | |||||
| CFO4Life Group, LLC | 36.299.895 $ | +1.971.376 $ | +5,7 % | 34.328.519 $ | -157.053 $ | -0,5 % | 34.485.572 $ | +832.997 $ | +2,5 % | |||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 36.162.160 $ | +3.633.464 $ | +11,2 % | 32.528.696 $ | +16.859.341 $ | +107,6 % | 15.669.355 $ | +1.405.281 $ | +9,9 % | |||
| HILLMAN CO | 22.646.175 $ | -13.423.421 $ | -37,2 % | 36.069.596 $ | +15.092.926 $ | +72,0 % | 20.976.670 $ | +504.134 $ | +2,5 % | |||
| Venture Visionary Partners LLC | 35.823.274 $ | +2.205.654 $ | +6,6 % | 33.617.620 $ | +8.632.109 $ | +34,5 % | 24.985.511 $ | +591.472 $ | +2,4 % | 24.394.039 $ | +363.887 $ | +1,5 % |
| Strategies Wealth Advisors, LLC | 27.929.084 $ | -2.076.305 $ | -6,9 % | 30.005.389 $ | -5.677.174 $ | -15,9 % | 35.682.563 $ | -1.298.930 $ | -3,5 % | |||
| Symphony Financial, Ltd. Co. | 35.665.100 $ | +24.145.958 $ | +209,6 % | 11.519.142 $ | +1.626.332 $ | +16,4 % | 9.892.810 $ | +1.781.017 $ | +22,0 % | 8.111.793 $ | -10.341.591 $ | -56,0 % |
| ELEVATION POINT WEALTH PARTNERS, LLC | 35.505.398 $ | +2.105.079 $ | +6,3 % | 33.400.319 $ | +5.316.285 $ | +18,9 % | 28.084.034 $ | +2.896.958 $ | +11,5 % | |||
| Iowa State Bank | 35.408.962 $ | +1.323.562 $ | +3,9 % | 34.085.400 $ | +2.813.622 $ | +9,0 % | 31.271.778 $ | +2.298.994 $ | +7,9 % | 28.972.784 $ | +861.234 $ | +3,1 % |
| AMERICAN CENTURY COMPANIES INC | 32.721.304 $ | -2.413.389 $ | -6,9 % | 35.134.693 $ | +4.794.871 $ | +15,8 % | 30.339.822 $ | +1.422.750 $ | +4,9 % | |||
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 25.004.755 $ | -5.221.582 $ | -17,3 % | 30.226.337 $ | -4.884.298 $ | -13,9 % | 35.110.635 $ | +3.189.488 $ | +10,0 % | |||
| Urban Financial Advisory Corp | 35.032.759 $ | +22.762.407 $ | +185,5 % | 12.270.352 $ | +1.682.876 $ | +15,9 % | 10.587.476 $ | +1.134.802 $ | +12,0 % | |||
| NewEdge Wealth, LLC | 35.006.920 $ | +2.678.895 $ | +8,3 % | 32.328.025 $ | +2.523.524 $ | +8,5 % | 29.804.501 $ | +466.748 $ | +1,6 % | |||
| Beacon Bank & Trust | 34.849.154 $ | +1.699.966 $ | +5,1 % | 33.149.188 $ | -23.026 $ | -0,1 % | 33.172.214 $ | +1.697.047 $ | +5,4 % | |||
| Shoker Investment Counsel, Inc. | 34.773.345 $ | +3.749.473 $ | +12,1 % | 31.023.872 $ | +151.646 $ | +0,5 % | 30.872.226 $ | +942.166 $ | +3,1 % | |||
| Portland Global Advisors LLC | 34.624.162 $ | +2.735.105 $ | +8,6 % | 31.889.057 $ | +1.168.090 $ | +3,8 % | 30.720.967 $ | +1.678.038 $ | +5,8 % | |||
| Financial Engines Advisors L.L.C. | 34.482.467 $ | +1.928.508 $ | +5,9 % | 32.553.959 $ | -1.014.285 $ | -3,0 % | 33.568.244 $ | +77.787 $ | +0,2 % | |||
| Marion Wealth Management | 34.247.360 $ | +1.052.018 $ | +3,2 % | 33.195.342 $ | +2.507.567 $ | +8,2 % | 30.687.775 $ | -1.505.202 $ | -4,7 % | 32.192.977 $ | +2.218.023 $ | +7,4 % |
| Tennessee Valley Asset Management Partners | 34.190.256 $ | +2.944.389 $ | +9,4 % | 31.245.867 $ | -2.831.128 $ | -8,3 % | 34.076.995 $ | +1.853.605 $ | +5,8 % | |||
| New Perspectives, Inc | 34.019.218 $ | +938.926 $ | +2,8 % | 33.080.292 $ | +3.457.156 $ | +11,7 % | 29.623.136 $ | +1.396.806 $ | +4,9 % | 28.226.330 $ | +1.270.328 $ | +4,7 % |
| SIMON QUICK ADVISORS, LLC | 33.561.097 $ | +1.721.742 $ | +5,4 % | 31.839.355 $ | -1.711.330 $ | -5,1 % | 33.550.685 $ | +556.733 $ | +1,7 % | |||
| Ironsides Asset Advisors, LLC | 33.557.068 $ | +103.914 $ | +0,3 % | 33.453.154 $ | +2.427.945 $ | +7,8 % | 31.025.209 $ | +366.696 $ | +1,2 % | 30.658.513 $ | -2.066.003 $ | -6,3 % |
| Liquid Strategies, LLC | 33.546.484 $ | +7.086.828 $ | +26,8 % | 26.459.656 $ | +3.052.536 $ | +13,0 % | 23.407.120 $ | +1.933.487 $ | +9,0 % | |||
| EVERGREEN CAPITAL MANAGEMENT LLC | 33.377.346 $ | +3.898.473 $ | +13,2 % | 29.478.873 $ | +2.444.198 $ | +9,0 % | 27.034.675 $ | +5.754.694 $ | +27,0 % | |||
| Ancora Advisors LLC | 33.349.182 $ | |||||||||||
| Long Run Wealth Advisors, LLC | 33.255.681 $ | +2.406.061 $ | +7,8 % | |||||||||
| OLD NATIONAL BANCORP /IN/ | 33.182.464 $ | +170.841 $ | +0,5 % | 33.011.623 $ | +2.851.011 $ | +9,5 % | 30.160.612 $ | -2.111.993 $ | -6,5 % | 32.272.605 $ | -1.769.213 $ | -5,2 % |
| JFS WEALTH ADVISORS, LLC | 33.092.386 $ | +1.930.927 $ | +6,2 % | 31.161.459 $ | +1.539.035 $ | +5,2 % | 29.622.424 $ | +973.169 $ | +3,4 % | |||
| MTC Wealth Management LLC | 33.061.865 $ | +1.608.494 $ | +5,1 % | 31.453.371 $ | +9.557.241 $ | +43,6 % | 21.896.130 $ | +101.558 $ | +0,5 % | |||
| Coastline Trust Co | 33.048.578 $ | +1.029.797 $ | +3,2 % | 32.018.781 $ | +2.760.481 $ | +9,4 % | 29.258.300 $ | +3.821.781 $ | +15,0 % | 25.436.519 $ | +6.395.518 $ | +33,6 % |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 12.066.722 $ | -8.706.786 $ | -41,9 % | 20.773.508 $ | -12.201.180 $ | -37,0 % | 32.974.688 $ | +21.676.949 $ | +191,9 % | |||
| iA Global Asset Management Inc. | 30.321.000 $ | -139.000 $ | -0,5 % | 30.460.000 $ | -1.613.000 $ | -5,0 % | 32.073.000 $ | +4.726.000 $ | +17,3 % | |||
| Towercrest Capital Management | 32.030.984 $ | +5.380.499 $ | +20,2 % | 26.650.485 $ | +1.242.144 $ | +4,9 % | 25.408.341 $ | +1.361.415 $ | +5,7 % | |||
| Tull Financial Group, Inc. | 31.871.036 $ | +2.904.840 $ | +10,0 % | 28.966.196 $ | -816.584 $ | -2,7 % | 29.782.780 $ | +1.554.169 $ | +5,5 % | |||
| Empowered Funds, LLC | 31.789.501 $ | +1.716.974 $ | +5,7 % | 30.072.527 $ | +9.262.162 $ | +44,5 % | 20.810.365 $ | +4.197.892 $ | +25,3 % | |||
| Sovereign Investment Advisors, LLC | 31.527.486 $ | +2.446.747 $ | +8,4 % | 29.080.739 $ | +343.714 $ | +1,2 % | 28.737.025 $ | +4.071.911 $ | +16,5 % | |||
| WASHINGTON TRUST Co | 31.467.302 $ | +690.443 $ | +2,2 % | 30.776.859 $ | +2.115.152 $ | +7,4 % | 28.661.707 $ | +2.103.090 $ | +7,9 % | 26.558.617 $ | +655.398 $ | +2,5 % |
| Capital Investment Advisors, LLC | 31.340.877 $ | +1.285.910 $ | +4,3 % | 30.054.967 $ | +1.926.502 $ | +6,8 % | 28.128.465 $ | -445.773 $ | -1,6 % | 28.574.238 $ | +25.157.388 $ | +736,3 % |
| Neumann Capital Management, LLC | 31.274.167 $ | +4.342.990 $ | +16,1 % | 26.931.177 $ | +1.046.390 $ | +4,0 % | 25.884.787 $ | +670.025 $ | +2,7 % | |||
| GHP Investment Advisors, Inc. | 31.045.350 $ | +418.817 $ | +1,4 % | 30.626.533 $ | +2.606.209 $ | +9,3 % | 28.020.324 $ | +572.478 $ | +2,1 % | 27.447.846 $ | +964.512 $ | +3,6 % |
| Conrad N. Hilton Foundation | 31.000.828 $ | +1.941.965 $ | +6,7 % | 29.058.863 $ | ||||||||
| Community Bank, N.A. | 30.898.132 $ | +472.493 $ | +1,6 % | 30.425.639 $ | +460.681 $ | +1,5 % | 29.964.958 $ | +598.367 $ | +2,0 % | |||
| Allen Investment Management, LLC | 14.859.398 $ | -16.033.212 $ | -51,9 % | 30.892.610 $ | +393.827 $ | +1,3 % | 30.498.783 $ | +743.291 $ | +2,5 % | |||
| RH Tailwind Management, LLC | 30.854.700 $ | |||||||||||
| Dean, Jacobson Financial Services, LLC | 30.837.755 $ | +1.667.124 $ | +5,7 % | 29.170.631 $ | +564.917 $ | +2,0 % | 28.605.714 $ | +887.864 $ | +3,2 % | |||
| Spire Wealth Management | 30.820.179 $ | +2.171.656 $ | +7,6 % | 28.648.523 $ | +762.202 $ | +2,7 % | 27.886.321 $ | +1.917.976 $ | +7,4 % | |||
| PEAPACK GLADSTONE FINANCIAL CORP | 30.793.000 $ | +2.873.000 $ | +10,3 % | 27.920.000 $ | +3.344.000 $ | +13,6 % | 24.576.000 $ | +678.000 $ | +2,8 % | |||
| MV CAPITAL MANAGEMENT, INC. | 30.763.125 $ | +4.783.001 $ | +18,4 % | 25.980.124 $ | +13.711.568 $ | +111,8 % | 12.268.556 $ | +3.851.260 $ | +45,8 % | |||
| Salus Financial Advisors, LLC | 30.741.529 $ | +1.899.038 $ | +6,6 % | 28.842.491 $ | +4.789.959 $ | +19,9 % | 24.052.532 $ | +2.307.744 $ | +10,6 % | 21.744.788 $ | +1.334.821 $ | +6,5 % |
| MBL Wealth, LLC | 30.685.044 $ | +151.036 $ | +0,5 % | 30.534.008 $ | +2.210.838 $ | +7,8 % | 28.323.170 $ | +816.502 $ | +3,0 % | 27.506.668 $ | +991.800 $ | +3,7 % |
| RPTC Inc. | 30.508.753 $ | +2.308.930 $ | +8,2 % | 28.199.823 $ | -121.155 $ | -0,4 % | 28.320.978 $ | +1.126.358 $ | +4,1 % | |||
| Montis Financial, LLC | 27.694.992 $ | +1.268.071 $ | +4,8 % | 26.426.921 $ | -3.927.314 $ | -12,9 % | 30.354.235 $ | +121.166 $ | +0,4 % | |||
| Twele Capital Management, Inc. | 29.597.131 $ | +129.027 $ | +0,4 % | 29.468.104 $ | +2.334.090 $ | +8,6 % | 27.134.014 $ | +426.536 $ | +1,6 % | 26.707.478 $ | +814.300 $ | +3,1 % |
| Horizon Investments, LLC | 13.467.019 $ | -15.970.258 $ | -54,3 % | 29.437.277 $ | +18.732.494 $ | +175,0 % | 10.704.783 $ | -3.417.610 $ | -24,2 % | |||
| Vise Technologies, Inc. | 28.973.140 $ | +11.988.350 $ | +70,6 % | 16.984.790 $ | +0 $ | +0,0 % | 16.984.790 $ | +8.899.818 $ | +110,1 % | |||
| Atlantic Edge Private Wealth Management, LLC | 28.754.207 $ | +1.483.518 $ | +5,4 % | 27.270.689 $ | +935.874 $ | +3,6 % | 26.334.815 $ | +879.306 $ | +3,5 % | 25.455.509 $ | +2.138.884 $ | +9,2 % |
| West Financial Advisors, LLC | 28.418.198 $ | +403.720 $ | +1,4 % | 28.014.478 $ | +2.125.613 $ | +8,2 % | 25.888.865 $ | +40.382 $ | +0,2 % | 25.848.483 $ | ||
| Trek Financial, LLC | 16.747.206 $ | -11.642.041 $ | -41,0 % | 28.389.247 $ | +9.476.744 $ | +50,1 % | 18.912.503 $ | -7.304.461 $ | -27,9 % | |||
| DT Investment Partners, LLC | 28.384.392 $ | +2.001.549 $ | +7,6 % | 26.382.843 $ | +2.159.980 $ | +8,9 % | 24.222.863 $ | -1.463.587 $ | -5,7 % | |||
| Marble Wealth, LLC | 23.112.020 $ | +2.443.487 $ | +11,8 % | 20.668.533 $ | -7.565.328 $ | -26,8 % | 28.233.861 $ | |||||
| WEST PACES ADVISORS INC. | 27.980.808 $ | +1.850.003 $ | +7,1 % | 26.130.805 $ | +2.097.277 $ | +8,7 % | 24.033.528 $ | +687.613 $ | +2,9 % | 23.345.915 $ | +1.121.956 $ | +5,0 % |
| EP Wealth Advisors, LLC | 26.404.955 $ | +1.644.432 $ | +6,6 % | 24.760.523 $ | -3.188.419 $ | -11,4 % | 27.948.942 $ | |||||
| Great Diamond Partners, LLC | 27.773.655 $ | +333.732 $ | +1,2 % | 27.439.923 $ | +1.875.699 $ | +7,3 % | 25.564.224 $ | -242.928 $ | -0,9 % | 25.807.152 $ | -8.592.028 $ | -25,0 % |
| Quantinno Capital Management LP | 27.741.278 $ | +5.869.030 $ | +26,8 % | 21.872.248 $ | +4.937.007 $ | +29,2 % | 16.935.241 $ | +8.317.948 $ | +96,5 % | |||
| Tarbox Family Office, Inc. | 27.614.411 $ | +1.165.678 $ | +4,4 % | 26.448.733 $ | -276.086 $ | -1,0 % | 26.724.819 $ | -5.383.351 $ | -16,8 % | |||
| Northwest & Ethical Investments L.P. | 27.512.745 $ | +27.483.305 $ | +93.353,6 % | 29.440 $ | -39.980 $ | -57,6 % | ||||||
| ASSOCIATED BANC-CORP | 27.368.743 $ | +1.981.687 $ | +7,8 % | 25.387.056 $ | +1.809.337 $ | +7,7 % | 23.577.719 $ | +2.116.398 $ | +9,9 % | |||
| RWA WEALTH PARTNERS, LLC | 27.065.581 $ | +13.683.413 $ | +102,3 % | 13.382.168 $ | -3.166.030 $ | -19,1 % | 16.548.198 $ | +9.123.352 $ | +122,9 % | |||
| CIBC Bancorp USA Inc. | 26.935.572 $ | +7.123.115 $ | +36,0 % | 19.812.457 $ | ||||||||
| NICOLET BANKSHARES INC | 26.900.577 $ | +1.811.920 $ | +7,2 % | 25.088.657 $ | +24.763.559 $ | +7.617,3 % | 325.098 $ | +47.452 $ | +17,1 % | |||
| PRIVATE CLIENT SERVICES, LLC | 26.814.552 $ | +2.717.315 $ | +11,3 % | 24.097.237 $ | +3.115.156 $ | +14,8 % | 20.982.081 $ | +973.596 $ | +4,9 % | 20.008.485 $ | +3.908.117 $ | +24,3 % |
| Pine Ridge Advisers LLC | 26.646.615 $ | +1.669.207 $ | +6,7 % | 24.977.408 $ | +295.215 $ | +1,2 % | 24.682.193 $ | +593.189 $ | +2,5 % | |||
| Rialto Wealth Management, LLC | 26.358.903 $ | +3.296.473 $ | +14,3 % | 23.062.430 $ | +1.939.758 $ | +9,2 % | 21.122.672 $ | +1.995.247 $ | +10,4 % | |||
| HIGHLINE WEALTH PARTNERS LLC | 26.349.005 $ | +2.418.530 $ | +10,1 % | 23.930.475 $ | +4.238.447 $ | +21,5 % | 19.692.028 $ | +2.702.461 $ | +15,9 % | 16.989.567 $ | +1.296.557 $ | +8,3 % |
| IFG Advisory, LLC | 25.800.116 $ | +1.013.685 $ | +4,1 % | 24.786.431 $ | +3.350.320 $ | +15,6 % | ||||||
| NorthLanding Financial Partners, LLC | 25.566.277 $ | -199.671 $ | -0,8 % | 25.765.948 $ | +2.368.574 $ | +10,1 % | 23.397.374 $ | -16.944 $ | -0,1 % | 23.414.318 $ | +1.309.037 $ | +5,9 % |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 25.698.705 $ | +911.060 $ | +3,7 % | 24.787.645 $ | -106.377 $ | -0,4 % | 24.894.022 $ | +1.256.918 $ | +5,3 % | |||
| Enclave Advisors LLC | 25.683.802 $ | +5.755.138 $ | +28,9 % | 19.928.664 $ | +2.156.223 $ | +12,1 % | 17.772.441 $ | +4.207.873 $ | +31,0 % | 13.564.568 $ | +2.792.025 $ | +25,9 % |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 15.510.587 $ | +4.569 $ | +0,0 % | 15.506.018 $ | +303.225 $ | +2,0 % | 15.202.793 $ | -10.449.862 $ | -40,7 % | 25.652.655 $ | +5.290.217 $ | +26,0 % |
| 10Elms LLP | 25.639.149 $ | +8.427.906 $ | +49,0 % | 17.211.243 $ | +6.191.703 $ | +56,2 % | 11.019.540 $ | +404.089 $ | +3,8 % | |||
| S. R. Schill & Associates | 22.908.993 $ | -2.720.898 $ | -10,6 % | 25.629.891 $ | +3.396.110 $ | +15,3 % | 22.233.781 $ | -229.601 $ | -1,0 % | 22.463.382 $ | -142.681 $ | -0,6 % |
| INSTRUMENTAL WEALTH, LLC | 25.330.102 $ | +1.215.060 $ | +5,0 % | 24.115.042 $ | +2.739.754 $ | +12,8 % | 21.375.288 $ | -1.223.330 $ | -5,4 % | 22.598.618 $ | +12.767.098 $ | +129,9 % |
| IEQ CAPITAL, LLC | 25.242.611 $ | +964.449 $ | +4,0 % | 24.278.162 $ | +2.126.081 $ | +9,6 % | 22.152.081 $ | +304.038 $ | +1,4 % | |||
| Broadview Financial Management, LLC | 25.158.718 $ | +1.789.363 $ | +7,7 % | 23.369.355 $ | -201.756 $ | -0,9 % | 23.571.111 $ | +195.882 $ | +0,8 % | |||
| BECKER CAPITAL MANAGEMENT INC | 25.078.156 $ | +2.177.415 $ | +9,5 % | 22.900.741 $ | +2.663.457 $ | +13,2 % | 20.237.284 $ | +2.773.013 $ | +15,9 % | |||
| WLTH Capital Management, LLC | 1.772.516 $ | -23.277.437 $ | -92,9 % | 25.049.953 $ | +6.135.580 $ | +32,4 % | 18.914.373 $ | -778.984 $ | -4,0 % | 19.693.357 $ | ||
| MONEY CONCEPTS CAPITAL CORP | 25.035.954 $ | +2.725.380 $ | +12,2 % | 22.310.574 $ | +1.048.341 $ | +4,9 % | 21.262.233 $ | +2.830.928 $ | +15,4 % | |||
| INSPIRE TRUST CO, N.A. | 25.014.220 $ | +1.566.950 $ | +6,7 % | 23.447.270 $ | +2.673.674 $ | +12,9 % | 20.773.596 $ | +3.311.596 $ | +19,0 % | |||
| Gallagher Fiduciary Advisors, LLC | 24.843.463 $ | +4.994.431 $ | +25,2 % | 19.849.032 $ | +1.416.175 $ | +7,7 % | 18.432.857 $ | +1.254.033 $ | +7,3 % | |||
| Apollon Wealth Management, LLC | 24.773.724 $ | +2.383.501 $ | +10,6 % | 22.390.223 $ | -1.063.459 $ | -4,5 % | 23.453.682 $ | +1.296.747 $ | +5,9 % | |||
| Legacy Wealth Partners, LLC | 24.538.722 $ | +684.936 $ | +2,9 % | 23.853.786 $ | -905.525 $ | -3,7 % | 24.759.311 $ | +354.365 $ | +1,5 % | 24.404.946 $ | ||
| Hudson Capital Management LLC | 24.727.798 $ | +103.228 $ | +0,4 % | 24.624.570 $ | +1.396.263 $ | +6,0 % | 23.228.307 $ | +1.422.403 $ | +6,5 % | 21.805.904 $ | +395.538 $ | +1,8 % |
| LAZARD ASSET MANAGEMENT LLC | 24.679.763 $ | +951.941 $ | +4,0 % | 23.727.822 $ | +531.023 $ | +2,3 % | 23.196.799 $ | +1.547.673 $ | +7,1 % | |||
| LCNB CORP | 24.655.425 $ | +1.793.613 $ | +7,8 % | 22.861.812 $ | +2.053.147 $ | +9,9 % | 20.808.665 $ | +794.157 $ | +4,0 % | |||
| Martel Wealth Advisors LLC | 23.967.730 $ | -638.053 $ | -2,6 % | 24.605.783 $ | +1.134.975 $ | +4,8 % | 23.470.808 $ | -603.683 $ | -2,5 % | 24.074.491 $ | +146.400 $ | +0,6 % |
| NEPC LLC | 24.452.897 $ | +1.533.417 $ | +6,7 % | 22.919.480 $ | +698.958 $ | +3,1 % | 22.220.522 $ | +4.923.276 $ | +28,5 % | |||
| WCG Wealth Advisors LLC | 24.433.696 $ | +1.772.367 $ | +7,8 % | 22.661.329 $ | +1.011.617 $ | +4,7 % | 21.649.712 $ | +5.166.673 $ | +31,3 % | |||
| Guidance Point Advisors, LLC | 24.428.585 $ | +1.163.452 $ | +5,0 % | 23.265.133 $ | +1.992.159 $ | +9,4 % | 21.272.974 $ | +301.909 $ | +1,4 % | 20.971.065 $ | +1.503.640 $ | +7,7 % |
| FIRST MANHATTAN CO. LLC. | 24.315.174 $ | +7.695.948 $ | +46,3 % | 16.619.226 $ | +4.956.655 $ | +42,5 % | 11.662.571 $ | +10.327.923 $ | +773,8 % | |||
| Arax Advisory Partners | 24.258.440 $ | +19.462.830 $ | +405,8 % | 4.795.610 $ | -990.721 $ | -17,1 % | 5.786.331 $ | |||||
| Select Equity Group, L.P. | 24.191.058 $ | |||||||||||
| Compound Planning, Inc. | 24.108.151 $ | +1.735.761 $ | +7,8 % | 22.372.390 $ | +3.624.490 $ | +19,3 % | 18.747.900 $ | +758.346 $ | +4,2 % | |||
| WealthPlan Investment Management, LLC | 24.102.266 $ | +2.114.018 $ | +9,6 % | 21.988.248 $ | +4.662.400 $ | +26,9 % | 17.325.848 $ | +7.781.325 $ | +81,5 % | 9.544.523 $ | +4.219.923 $ | +79,3 % |
| MidWestOne Financial Group, Inc. | 23.998.718 $ | +1.234.818 $ | +5,4 % | |||||||||
| Astra Wealth Partners LLC | 23.987.045 $ | +2.545.149 $ | +11,9 % | 21.441.896 $ | +1.599.264 $ | +8,1 % | 19.842.632 $ | +1.586.590 $ | +8,7 % | |||
| Mann Financial Group, Inc. | 23.961.912 $ | +293.824 $ | +1,2 % | 23.668.088 $ | +1.587.368 $ | +7,2 % | 22.080.720 $ | +980.505 $ | +4,6 % | 21.100.215 $ | +662.341 $ | +3,2 % |
| Ashton Thomas Private Wealth, LLC | 23.918.293 $ | +1.589.369 $ | +7,1 % | 22.328.924 $ | +396.831 $ | +1,8 % | 21.932.093 $ | +1.272.154 $ | +6,2 % | |||
| MYCIO WEALTH PARTNERS, LLC | 23.895.945 $ | +1.756.849 $ | +7,9 % | 22.139.096 $ | +881.626 $ | +4,1 % | 21.257.470 $ | +826.403 $ | +4,0 % | |||
| Sowell Financial Services LLC | 23.104.808 $ | -675.442 $ | -2,8 % | 23.780.250 $ | +1.727.011 $ | +7,8 % | 22.053.239 $ | +692.037 $ | +3,2 % | 21.361.202 $ | +1.003.424 $ | +4,9 % |
| One Capital Management, LLC | 23.429.415 $ | +0 $ | +0,0 % | 23.429.415 $ | +9.062.249 $ | +63,1 % | 14.367.166 $ | +9.433.472 $ | +191,2 % | |||
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 21.253.264 $ | +1.318.344 $ | +6,6 % | 19.934.920 $ | -3.273.180 $ | -14,1 % | 23.208.100 $ | +791.766 $ | +3,5 % | |||
| Texas Yale Capital Corp. | 23.194.032 $ | +1.627.830 $ | +7,5 % | 21.566.202 $ | +429.165 $ | +2,0 % | 21.137.037 $ | +916.422 $ | +4,5 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.831.768 $ | +1.383.961 $ | +21,5 % | 6.447.807 $ | -16.744.340 $ | -72,2 % | 23.192.147 $ | +8.074.655 $ | +53,4 % | |||
| IFP Advisors, Inc | 23.182.475 $ | +465.059 $ | +2,0 % | 22.717.416 $ | +2.565.600 $ | +12,7 % | 20.151.816 $ | +2.303.383 $ | +12,9 % | 17.848.433 $ | +2.231.198 $ | +14,3 % |
| ROGCO, LP | 23.119.224 $ | +1.674.297 $ | +7,8 % | 21.444.927 $ | +280.659 $ | +1,3 % | 21.164.268 $ | +1.155.261 $ | +5,8 % | |||
| SIGMA INVESTMENT COUNSELORS INC | 22.855.142 $ | +294.303 $ | +1,3 % | 22.560.839 $ | +24.806 $ | +0,1 % | 22.536.033 $ | +504.703 $ | +2,3 % | |||
| Strategic Point Investment Advisors, LLC | 22.752.167 $ | +1.765.779 $ | +8,4 % | 20.986.388 $ | +668.863 $ | +3,3 % | 20.317.525 $ | +627.204 $ | +3,2 % | |||
| AXXCESS WEALTH MANAGEMENT, LLC | 13.104.360 $ | -9.632.128 $ | -42,4 % | 22.736.488 $ | +1.784.980 $ | +8,5 % | 20.951.508 $ | -89.043 $ | -0,4 % | 21.040.551 $ | +10.056.856 $ | +91,6 % |
| Crescent Grove Advisors, LLC | 22.599.036 $ | +1.867.616 $ | +9,0 % | 20.731.420 $ | +1.833.875 $ | +9,7 % | 18.897.545 $ | +301.541 $ | +1,6 % | 18.596.004 $ | +782.934 $ | +4,4 % |
| LPWM LLC | 22.545.464 $ | +656.152 $ | +3,0 % | 21.889.312 $ | +2.516.364 $ | +13,0 % | 19.372.948 $ | +1.821.630 $ | +10,4 % | 17.551.318 $ | +861.017 $ | +5,2 % |
| Wick Capital Partners, LLC | 22.393.694 $ | +5.439.617 $ | +32,1 % | 16.954.077 $ | +304.454 $ | +1,8 % | 16.649.623 $ | +1.552.031 $ | +10,3 % | |||
| Gladstone Institutional Advisory LLC | 22.299.224 $ | +1.975.954 $ | +9,7 % | 20.323.270 $ | +5.823.116 $ | +40,2 % | 14.500.154 $ | +531.515 $ | +3,8 % | |||
| TORONTO DOMINION BANK | 22.258.965 $ | +18.031.965 $ | +426,6 % | 4.227.000 $ | -405.000 $ | -8,7 % | 4.632.000 $ | +128.000 $ | +2,8 % | |||
| Nicht ausgewiesen | 22.194.180 $ | +1.277.042 $ | +6,1 % | 20.917.138 $ | +3.453.472 $ | +19,8 % | 17.463.666 $ | +658.063 $ | +3,9 % | |||
| SOUTHERN CAPITAL ADVISORS, LLC | 22.160.712 $ | +3.042.179 $ | +15,9 % | 19.118.533 $ | +2.986.974 $ | +18,5 % | 16.131.559 $ | +1.383.959 $ | +9,4 % | |||
| St. Clair Advisors, LLC | 22.150.319 $ | +379.579 $ | +1,7 % | 21.770.740 $ | +9.145.512 $ | +72,4 % | 12.625.228 $ | +5.929.768 $ | +88,6 % | 6.695.460 $ | +215.487 $ | +3,3 % |
| West Wealth Group, LLC | 22.143.661 $ | +21.723.541 $ | +5.170,8 % | 420.120 $ | +161.209 $ | +62,3 % | 258.911 $ | -21.486 $ | -7,7 % | 280.397 $ | -84.951 $ | -23,3 % |
| Petix & Botte Co | 21.962.479 $ | +2.666.455 $ | +13,8 % | 19.296.024 $ | +1.920.279 $ | +11,1 % | 17.375.745 $ | +2.578.963 $ | +17,4 % | |||
| Caprock Group, LLC | 21.930.765 $ | +5.218.049 $ | +31,2 % | 16.712.716 $ | +4.999 $ | +0,0 % | 16.707.717 $ | -1.428.631 $ | -7,9 % | |||
| Conservest Capital Advisors, Inc. | 21.928.592 $ | +1.761.153 $ | +8,7 % | 20.167.439 $ | +95.001 $ | +0,5 % | 20.072.438 $ | +570.970 $ | +2,9 % | |||
| Cassilly Financial Group LLC | 21.907.762 $ | +5.127.205 $ | +30,6 % | 16.780.557 $ | +1.864.177 $ | +12,5 % | 14.916.380 $ | +783.466 $ | +5,5 % | 14.132.914 $ | ||
| Integrated Advisors Network LLC | 21.040.521 $ | +808.858 $ | +4,0 % | 20.231.663 $ | +2.083.255 $ | +11,5 % | 18.148.408 $ | -3.653.307 $ | -16,8 % | 21.801.715 $ | +815.774 $ | +3,9 % |
| Columbia Bank | 21.796.078 $ | +5.973.154 $ | +37,8 % | 15.822.924 $ | +1.674.199 $ | +11,8 % | 14.148.725 $ | +774.620 $ | +5,8 % | |||
| Single Point Partners, LLC | 21.737.277 $ | +516.988 $ | +2,4 % | 21.220.289 $ | +1.717.285 $ | +8,8 % | 19.503.004 $ | +119.135 $ | +0,6 % | 19.383.869 $ | +978.177 $ | +5,3 % |
| Shelter Ins Retirement Plan | 21.659.224 $ | +1.356.785 $ | +6,7 % | 20.302.439 $ | +239.960 $ | +1,2 % | 20.062.479 $ | +482.164 $ | +2,5 % | |||
| Wealth Architects, LLC | 21.536.649 $ | +1.067.507 $ | +5,2 % | 20.469.142 $ | -271.659 $ | -1,3 % | 20.740.801 $ | +337.925 $ | +1,7 % | |||
| HARBOR CAPITAL ADVISORS, INC. | 14.480.000 $ | +371.000 $ | +2,6 % | 14.109.000 $ | +2.152.000 $ | +18,0 % | 11.957.000 $ | -9.493.000 $ | -44,3 % | 21.450.000 $ | ||
| HB Wealth Management, LLC | 21.435.620 $ | +1.816.230 $ | +9,3 % | 19.619.390 $ | +704.504 $ | +3,7 % | 18.914.886 $ | +3.026.221 $ | +19,0 % | |||
| RATIONAL ADVISORS, INC. | 8.864.499 $ | -12.519.592 $ | -58,5 % | 21.384.091 $ | +5.519.970 $ | +34,8 % | 15.864.121 $ | +3.625.005 $ | +29,6 % | |||
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 11.945.690 $ | -9.255.078 $ | -43,7 % | 21.200.768 $ | +6.618.788 $ | +45,4 % | 14.581.980 $ | +6.480.834 $ | +80,0 % | |||
| Global Wealth Management Investment Advisory, Inc. | 21.105.485 $ | +2.117.641 $ | +11,2 % | 18.987.844 $ | +1.021.845 $ | +5,7 % | 17.965.999 $ | +1.409.653 $ | +8,5 % | |||
| First Citizens Asset Management, Inc. | 20.490.461 $ | -523.589 $ | -2,5 % | 21.014.050 $ | +386.318 $ | +1,9 % | 20.627.732 $ | +338.852 $ | +1,7 % | |||
| LINCOLN CAPITAL CORP | 21.009.070 $ | +13.869 $ | +0,1 % | 20.995.201 $ | +1.592.650 $ | +8,2 % | 19.402.551 $ | +390.262 $ | +2,1 % | 19.012.289 $ | +821.160 $ | +4,5 % |
| ERn Financial, LLC | 20.882.930 $ | +1.921.487 $ | +10,1 % | 18.961.443 $ | +1.252.274 $ | +7,1 % | 17.709.169 $ | +2.422.018 $ | +15,8 % | |||
| Argent Advisors, Inc. | 20.869.764 $ | +1.719.157 $ | +9,0 % | 19.150.607 $ | +549.565 $ | +3,0 % | 18.601.042 $ | +487.133 $ | +2,7 % | |||
| Coastal Bridge Advisors, LLC | 20.808.460 $ | +5.037.999 $ | +31,9 % | 15.770.461 $ | +2.306.685 $ | +17,1 % | 13.463.776 $ | +5.862.029 $ | +77,1 % | |||
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 3.828.433 $ | -12.462.779 $ | -76,5 % | 16.291.212 $ | -4.422.977 $ | -21,4 % | 20.714.189 $ | +7.901.269 $ | +61,7 % | |||
| Bahl & Gaynor LLC | 20.699.605 $ | |||||||||||
| Core Wealth Advisors, Inc. | 20.698.457 $ | +1.640.048 $ | +8,6 % | 19.058.409 $ | +561.090 $ | +3,0 % | 18.497.319 $ | +556.972 $ | +3,1 % | |||
| James J. Burns & Company, LLC | 20.684.160 $ | +1.129.242 $ | +5,8 % | 19.554.918 $ | +2.157.711 $ | +12,4 % | 17.397.207 $ | +635.889 $ | +3,8 % | 16.761.318 $ | +1.563.035 $ | +10,3 % |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 13.751.930 $ | +970.090 $ | +7,6 % | 12.781.840 $ | -7.868.905 $ | -38,1 % | 20.650.745 $ | +373.671 $ | +1,8 % | |||
| McAdam, LLC | 19.694.555 $ | -446.963 $ | -2,2 % | 20.141.518 $ | -429.856 $ | -2,1 % | 20.571.374 $ | +345.851 $ | +1,7 % | 20.225.523 $ | +857.579 $ | +4,4 % |
| Fairway Wealth LLC | 20.435.828 $ | +1.651.861 $ | +8,8 % | 18.783.967 $ | -593.479 $ | -3,1 % | 19.377.446 $ | +745.719 $ | +4,0 % | |||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 20.285.921 $ | +1.811.741 $ | +9,8 % | 18.474.180 $ | -155.104 $ | -0,8 % | 18.629.284 $ | +1.942.969 $ | +11,6 % | |||
| Waterway Wealth Management, LLC | 19.883.398 $ | -352.082 $ | -1,7 % | 20.235.480 $ | +171.852 $ | +0,9 % | 20.063.628 $ | +1.961.165 $ | +10,8 % | |||
| CIBC Asset Management Inc | 20.142.049 $ | |||||||||||
| FIRST MERCHANTS CORP | 20.081.190 $ | +1.323.133 $ | +7,1 % | 18.758.057 $ | +1.778.794 $ | +10,5 % | 16.979.263 $ | +2.151.268 $ | +14,5 % | 14.827.995 $ | +553.945 $ | +3,9 % |
| PRAIRIE ADVISORY, LLC | 20.052.592 $ | +10.729.926 $ | +115,1 % | 9.322.666 $ | ||||||||
| Ullmann Wealth Partners Group, LLC | 19.943.838 $ | +1.012.984 $ | +5,4 % | 18.930.854 $ | -441.807 $ | -2,3 % | 19.372.661 $ | +4.189 $ | +0,0 % | |||
| WBH ADVISORY INC | 19.250.554 $ | -658.462 $ | -3,3 % | 19.909.016 $ | +1.659.714 $ | +9,1 % | 18.249.302 $ | +1.228.371 $ | +7,2 % | |||
| Summit Trail Advisors, LLC | 16.266.485 $ | +1.326.321 $ | +8,9 % | 14.940.164 $ | -4.941.057 $ | -24,9 % | 19.881.221 $ | -375.347 $ | -1,9 % | |||
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1.172.288 $ | -877.130 $ | -42,8 % | 2.049.418 $ | -17.742.533 $ | -89,6 % | 19.791.951 $ | +475.661 $ | +2,5 % | |||
| MORRIS FINANCIAL CONCEPTS, INC. | 19.775.456 $ | +1.308.142 $ | +7,1 % | 18.467.314 $ | +1.006.742 $ | +5,8 % | 17.460.572 $ | +648.770 $ | +3,9 % | |||
| SkyOak Wealth, LLC | 19.706.421 $ | +2.347.344 $ | +13,5 % | 17.359.077 $ | +669.738 $ | +4,0 % | 16.689.339 $ | +1.280.762 $ | +8,3 % | |||
| FIDUCIENT ADVISORS LLC | 6.490.556 $ | -4.663.215 $ | -41,8 % | 11.153.771 $ | -8.375.185 $ | -42,9 % | 19.528.956 $ | +9.384.014 $ | +92,5 % | |||
| Integrated Investment Consultants, LLC | 19.497.540 $ | +1.227.068 $ | +6,7 % | 18.270.472 $ | +608.763 $ | +3,4 % | 17.661.709 $ | +664.434 $ | +3,9 % | |||
| Randall & Associates Wealth Management | 19.496.616 $ | +1.141.780 $ | +6,2 % | 18.354.836 $ | +3.399.551 $ | +22,7 % | 14.955.285 $ | +128.990 $ | +0,9 % | 14.826.295 $ | +264.297 $ | +1,8 % |
| ALONGSIDE, LLC | 19.428.986 $ | +17.989.474 $ | +1.249,7 % | 1.439.512 $ | ||||||||
| GLENMEDE TRUST CO NA | 19.292.820 $ | +3.370.042 $ | +21,2 % | 15.922.778 $ | +265.848 $ | +1,7 % | 15.656.930 $ | |||||
| Advisory Services Network, LLC | 19.276.625 $ | +3.816.221 $ | +24,7 % | 15.460.404 $ | +1.263.244 $ | +8,9 % | 14.197.160 $ | +957.318 $ | +7,2 % | |||
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 19.259.018 $ | +1.206.431 $ | +6,7 % | 18.052.587 $ | +213.368 $ | +1,2 % | 17.839.219 $ | +428.732 $ | +2,5 % | |||
| SHRIER WEALTH MANAGEMENT, LLC | 19.257.348 $ | +519.814 $ | +2,8 % | 18.737.534 $ | +1.925.985 $ | +11,5 % | 16.811.549 $ | +1.832.150 $ | +12,2 % | 14.979.399 $ | ||
| Consolidated Portfolio Review Corp | 19.243.275 $ | +1.205.444 $ | +6,7 % | 18.037.831 $ | +213.194 $ | +1,2 % | 17.824.637 $ | +16.208.520 $ | +1.002,9 % | |||
| Koesten, Hirschmann & Crabtree, INC. | 19.141.766 $ | +1.059.520 $ | +5,9 % | 18.082.246 $ | +1.714.464 $ | +10,5 % | 16.367.782 $ | +762.421 $ | +4,9 % | 15.605.361 $ | +658.855 $ | +4,4 % |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 12.154.443 $ | -160.545 $ | -1,3 % | 12.314.988 $ | +1.561.072 $ | +14,5 % | 10.753.916 $ | -8.377.649 $ | -43,8 % | 19.131.565 $ | +10.040.241 $ | +110,4 % |
| Aspect Partners, LLC | 19.119.311 $ | +612.995 $ | +3,3 % | 18.506.316 $ | +2.729.839 $ | +17,3 % | 15.776.477 $ | +1.702.903 $ | +12,1 % | 14.073.574 $ | +1.978.661 $ | +16,4 % |
| Manhattan West Asset Management, LLC | 18.764.088 $ | +1.797.570 $ | +10,6 % | 16.966.518 $ | +714.301 $ | +4,4 % | 16.252.217 $ | +13.287.044 $ | +448,1 % | |||
| Privatperson | 18.652.337 $ | +2.506.402 $ | +15,5 % | 16.145.935 $ | +2.181.699 $ | +15,6 % | 13.964.236 $ | +2.313.199 $ | +19,9 % | |||
| CIBC Private Wealth Group LLC | 18.480.963 $ | +12.339.272 $ | +200,9 % | |||||||||
| LOWE BROCKENBROUGH & CO INC | 18.471.891 $ | +632.864 $ | +3,5 % | 17.839.027 $ | +153.445 $ | +0,9 % | 17.685.582 $ | +368.517 $ | +2,1 % | |||
| PDS Planning, Inc | 18.185.971 $ | +1.234.973 $ | +7,3 % | 16.950.998 $ | +191.033 $ | +1,1 % | 16.759.965 $ | +386.069 $ | +2,4 % | |||
| Main Management LLC | 16.764 $ | +995 $ | +6,3 % | 15.769 $ | -18.048.231 $ | -99,9 % | 18.064.000 $ | +18.046.369 $ | +102.355,9 % | |||
| Atlantic Union Bankshares Corp | 17.898.474 $ | +3.706.039 $ | +26,1 % | 14.192.435 $ | +8.574.210 $ | +152,6 % | 5.618.225 $ | +2.662.716 $ | +90,1 % | |||
| Savvy Advisors, Inc. | 17.713.436 $ | +1.389.627 $ | +8,5 % | 16.323.809 $ | +3.548.587 $ | +27,8 % | 12.775.222 $ | +5.629.837 $ | +78,8 % | |||
| GoalVest Advisory LLC | 17.622.181 $ | +1.361.876 $ | +8,4 % | 16.260.305 $ | +2.586.835 $ | +18,9 % | 13.673.470 $ | +83.244 $ | +0,6 % | 13.590.226 $ | +2.966.782 $ | +27,9 % |
| TECTONIC ADVISORS LLC | 17.535.142 $ | +697.205 $ | +4,1 % | 16.837.937 $ | +1.965.071 $ | +13,2 % | 14.872.866 $ | +426.274 $ | +3,0 % | 14.446.592 $ | +1.154.839 $ | +8,7 % |
| Bank Julius Baer & Co. Ltd, Zurich | 17.460.210 $ | +105.881 $ | +0,6 % | 17.354.329 $ | -179.619 $ | -1,0 % | 17.533.948 $ | +622.910 $ | +3,7 % | |||
| SageView Advisory Group, LLC | 17.511.888 $ | +845.068 $ | +5,1 % | 16.666.820 $ | +145.914 $ | +0,9 % | 16.520.906 $ | +991.295 $ | +6,4 % | |||
| SAGE RHINO CAPITAL LLC | 17.322.674 $ | +79.708 $ | +0,5 % | 17.242.966 $ | +388.266 $ | +2,3 % | 16.854.700 $ | +370.162 $ | +2,2 % | |||
| MATRIX PRIVATE CAPITAL GROUP LLC | 17.280.038 $ | +1.607.848 $ | +10,3 % | 15.672.190 $ | +1.961.200 $ | +14,3 % | ||||||
| GUIDANCE CAPITAL, INC | 17.247.361 $ | +623.333 $ | +3,7 % | 16.624.028 $ | +446.454 $ | +2,8 % | 16.177.574 $ | +686.717 $ | +4,4 % | |||
| Royal Harbor Partners, LLC | 17.236.246 $ | +844.522 $ | +5,2 % | 16.391.724 $ | +309.947 $ | +1,9 % | 16.081.777 $ | +205.589 $ | +1,3 % | |||
| EXENCIAL WEALTH ADVISORS, LLC | 16.998.331 $ | -137.126 $ | -0,8 % | 17.135.457 $ | +291.589 $ | +1,7 % | ||||||
| Certified Advisory Corp | 17.036.172 $ | +1.448.480 $ | +9,3 % | 15.587.692 $ | +2.673.638 $ | +20,7 % | 12.914.054 $ | +2.522.619 $ | +24,3 % | |||
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 17.022.041 $ | +3.767.310 $ | +28,4 % | 13.254.731 $ | +814.818 $ | +6,6 % | 12.439.913 $ | +139.700 $ | +1,1 % | |||
| Next Capital Management LLC | 17.003.926 $ | +2.541.749 $ | +17,6 % | 14.462.177 $ | +1.396.053 $ | +10,7 % | 13.066.124 $ | +1.326.721 $ | +11,3 % | |||
| Northside Capital Management, LLC | 16.993.289 $ | +606.991 $ | +3,7 % | 16.386.298 $ | +1.154.486 $ | +7,6 % | 15.231.812 $ | +14.226.591 $ | +1.415,3 % | 1.005.221 $ | +24.158 $ | +2,5 % |
| Diversify Advisory Services, LLC | 16.958.130 $ | +3.100.956 $ | +22,4 % | 13.857.174 $ | +13.447.192 $ | +3.279,9 % | 409.982 $ | -7.381.771 $ | -94,7 % | 7.791.753 $ | +762.158 $ | +10,8 % |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 16.958.130 $ | +3.100.956 $ | +22,4 % | 13.857.174 $ | +544.231 $ | +4,1 % | 13.312.943 $ | +11.389.073 $ | +592,0 % | 1.923.870 $ | +1.605.722 $ | +504,7 % |
| Trajan Wealth LLC | 16.827.723 $ | +1.079.514 $ | +6,9 % | 15.748.209 $ | -214.981 $ | -1,3 % | 15.963.190 $ | +269.573 $ | +1,7 % | |||
| Field & Main Bank | 16.812.453 $ | +5.689.122 $ | +51,1 % | 11.123.331 $ | ||||||||
| Scarborough Advisors, LLC | 16.809.188 $ | +3.599.357 $ | +27,2 % | 13.209.831 $ | +1.331.331 $ | +11,2 % | 11.878.500 $ | +528.162 $ | +4,7 % | |||
| Per Stirling Capital Management, LLC. | 16.780.981 $ | +1.184.378 $ | +7,6 % | 15.596.603 $ | -221.916 $ | -1,4 % | 15.818.519 $ | +218.067 $ | +1,4 % | |||
| Meridian Wealth Management, LLC | 16.700.910 $ | +3.281.000 $ | +24,4 % | 13.419.910 $ | +1.263.559 $ | +10,4 % | 12.156.351 $ | +919.334 $ | +8,2 % | |||
| INTEGRITY ALLIANCE, LLC. | 16.694.344 $ | +14.056.273 $ | +532,8 % | 2.638.071 $ | +134.328 $ | +5,4 % | 2.503.743 $ | +195.627 $ | +8,5 % | |||
| Alliance Wealth Management Group | 16.633.410 $ | +3.627.789 $ | +27,9 % | 13.005.621 $ | +749.870 $ | +6,1 % | 12.255.751 $ | +779.103 $ | +6,8 % | |||
| Focus Advisor Solutions, LLC | 16.578.668 $ | +9.142.924 $ | +123,0 % | 7.435.744 $ | -67.162 $ | -0,9 % | 7.502.906 $ | +1.240.390 $ | +19,8 % | |||
| Forvis Mazars Wealth Advisors, LLC | 15.689.931 $ | -293.791 $ | -1,8 % | 15.983.722 $ | +210.932 $ | +1,3 % | 15.772.790 $ | -800.858 $ | -4,8 % | 16.573.648 $ | +73.785 $ | +0,4 % |
| Piedmont Capital Management, LLC | 14.417.404 $ | -2.146.841 $ | -13,0 % | 16.564.245 $ | +503.683 $ | +3,1 % | 16.060.562 $ | +277.567 $ | +1,8 % | |||
| Topel & Distasi Wealth Management, LLC | 16.449.506 $ | +822.489 $ | +5,3 % | 15.627.017 $ | +328.999 $ | +2,2 % | 15.298.018 $ | +393.415 $ | +2,6 % | |||
| MARQUETTE ASSOCIATES, INC. | 16.142.634 $ | -297.357 $ | -1,8 % | 16.439.991 $ | +1.123.620 $ | +7,3 % | 15.316.371 $ | -94.929 $ | -0,6 % | |||
| Sequoia Financial Advisors, LLC | 15.669.690 $ | -681.920 $ | -4,2 % | 16.351.610 $ | +1.134.637 $ | +7,5 % | 15.216.973 $ | +3.759.158 $ | +32,8 % | |||
| PROATHLETE WEALTH MANAGEMENT LLC | 16.331.947 $ | +264.915 $ | +1,6 % | 16.067.032 $ | +815.106 $ | +5,3 % | 15.251.926 $ | -195.410 $ | -1,3 % | 15.447.336 $ | +575.356 $ | +3,9 % |
| FLYWHEEL PRIVATE WEALTH LLC | 16.316.558 $ | +2.137.994 $ | +15,1 % | 14.178.564 $ | +606.114 $ | +4,5 % | 13.572.450 $ | +3.093.132 $ | +29,5 % | |||
| P/E Global LLC | 16.306.374 $ | +1.332.078 $ | +8,9 % | 14.974.296 $ | ||||||||
| RIVERSEDGE ADVISORS, LLC | 16.208.423 $ | +12.040 $ | +0,1 % | 16.196.383 $ | +739.862 $ | +4,8 % | 15.456.521 $ | -173.562 $ | -1,1 % | 15.630.083 $ | -3.299.608 $ | -17,4 % |
| Aspen Wealth Strategies, LLC | 16.116.669 $ | +1.521.554 $ | +10,4 % | 14.595.115 $ | +612.061 $ | +4,4 % | 13.983.054 $ | +3.945.216 $ | +39,3 % | |||
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 15.742.322 $ | -269.191 $ | -1,7 % | 16.011.513 $ | +1.012.323 $ | +6,7 % | 14.999.190 $ | +67.602 $ | +0,5 % | 14.931.588 $ | +476.895 $ | +3,3 % |
| Summit Rock Advisors, LP | 16.009.390 $ | +36.276 $ | +0,2 % | 15.973.114 $ | ||||||||
| Beirne Wealth Consulting Services, LLC | 15.939.579 $ | +344.892 $ | +2,2 % | 15.594.687 $ | +1.317.117 $ | +9,2 % | 14.277.570 $ | +4.367.076 $ | +44,1 % | 9.910.494 $ | +436.286 $ | +4,6 % |
| Accurate Wealth Management, LLC | 15.839.462 $ | +2.319.299 $ | +17,2 % | 13.520.163 $ | +2.689.274 $ | +24,8 % | 10.830.889 $ | +890.440 $ | +9,0 % | 9.940.449 $ | +1.103.114 $ | +12,5 % |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 15.836.593 $ | +1.733.553 $ | +12,3 % | 14.103.040 $ | +409.723 $ | +3,0 % | ||||||
| Regal Investment Advisors LLC | 15.783.473 $ | +765.939 $ | +5,1 % | 15.017.534 $ | +1.014.753 $ | +7,2 % | 14.002.781 $ | +1.734.676 $ | +14,1 % | |||
| FIRST NATIONAL BANK OF OMAHA | 15.677.033 $ | +4.019.798 $ | +34,5 % | 11.657.235 $ | +1.308.256 $ | +12,6 % | 10.348.979 $ | |||||
| FIDELIS CAPITAL PARTNERS, LLC | 15.662.572 $ | +2.005.126 $ | +14,7 % | 13.657.446 $ | +245.961 $ | +1,8 % | 13.411.485 $ | +3.332.855 $ | +33,1 % | |||
| Strive Financial Group ,LLC | 15.592.268 $ | +7.928.268 $ | +103,4 % | 7.664.000 $ | +1.389.726 $ | +22,1 % | 6.274.274 $ | |||||
| FOUNDERS FINANCIAL SECURITIES LLC | 14.374.195 $ | -1.171.726 $ | -7,5 % | 15.545.921 $ | +3.867.510 $ | +33,1 % | 11.678.411 $ | -2.722.155 $ | -18,9 % | |||
| Shelter Mutual Insurance Co | 15.508.334 $ | +971.479 $ | +6,7 % | 14.536.855 $ | +171.815 $ | +1,2 % | 14.365.040 $ | +345.237 $ | +2,5 % | |||
| COURIER CAPITAL LLC | 14.641.279 $ | -215.718 $ | -1,5 % | 14.856.997 $ | +815.991 $ | +5,8 % | 14.041.006 $ | -1.413.679 $ | -9,1 % | 15.454.685 $ | -5.996.047 $ | -28,0 % |
| SOUTH PLAINS FINANCIAL, INC. | 15.358.970 $ | +930.170 $ | +6,4 % | 14.428.800 $ | +1.602.254 $ | +12,5 % | 12.826.546 $ | +352.797 $ | +2,8 % | |||
| Adaptive Financial Consulting, LLC | 15.256.216 $ | +1.220.343 $ | +8,7 % | 14.035.873 $ | +750.963 $ | +5,7 % | 13.284.910 $ | +710.815 $ | +5,7 % | |||
| Carbahal Olsen Financial Services Group, LLC | 15.254.966 $ | +1.107.474 $ | +7,8 % | 14.147.492 $ | +246.117 $ | +1,8 % | 13.901.375 $ | +446.166 $ | +3,3 % | |||
| Brooklyn FI, LLC | 15.233.263 $ | +578.505 $ | +3,9 % | 14.654.758 $ | +1.062.978 $ | +7,8 % | 13.591.780 $ | +2.313.391 $ | +20,5 % | |||
| PRICE T ROWE ASSOCIATES INC /MD/ | 15.121.000 $ | +228.000 $ | +1,5 % | 14.893.000 $ | +509.000 $ | +3,5 % | 14.384.000 $ | -76.000 $ | -0,5 % | |||
| VISTA FINANCE, LLC | 15.029.633 $ | +11.129.238 $ | +285,3 % | 3.900.395 $ | ||||||||
| Berman McAleer LLC | 14.728.848 $ | -10.890 $ | -0,1 % | 14.739.738 $ | +39.850 $ | +0,3 % | 14.699.888 $ | -303.080 $ | -2,0 % | 15.002.968 $ | -183.985 $ | -1,2 % |
| MATHER GROUP, LLC. | 14.991.087 $ | +1.957.537 $ | +15,0 % | 13.033.550 $ | +2.581.847 $ | +24,7 % | 10.451.703 $ | +212.083 $ | +2,1 % | 10.239.620 $ | +268.840 $ | +2,7 % |
| YHB Investment Advisors, Inc. | 14.963.310 $ | +166.192 $ | +1,1 % | 14.797.118 $ | +845.811 $ | +6,1 % | 13.951.307 $ | +1.023.174 $ | +7,9 % | 12.928.133 $ | +1.859.233 $ | +16,8 % |
| ANDERSON HOAGLAND & CO | 14.958.117 $ | +908.495 $ | +6,5 % | 14.049.622 $ | +363.942 $ | +2,7 % | 13.685.680 $ | +275.126 $ | +2,1 % | |||
| SlateStone Wealth, LLC | 14.954.000 $ | |||||||||||
| Harbour Capital Advisors, LLC | 14.888.422 $ | +66.358 $ | +0,4 % | 14.822.064 $ | +236.153 $ | +1,6 % | 14.585.911 $ | +892.104 $ | +6,5 % | 13.693.807 $ | +365.740 $ | +2,7 % |
| Rossmore Private Capital | 14.856.093 $ | +2.283.162 $ | +18,2 % | 12.572.931 $ | -122.103 $ | -1,0 % | 12.695.034 $ | +1.445.750 $ | +12,9 % | |||
| Tortoise Investment Management, LLC | 14.724.102 $ | +643.964 $ | +4,6 % | 14.080.138 $ | -95.835 $ | -0,7 % | 14.175.973 $ | +212.710 $ | +1,5 % | |||
| VAUGHAN & Co SECURITIES, INC. | 14.618.851 $ | +973.148 $ | +7,1 % | 13.645.703 $ | +153.678 $ | +1,1 % | 13.492.025 $ | +989.386 $ | +7,9 % | |||
| EASTERN BANK | 14.604.563 $ | +313.717 $ | +2,2 % | 14.290.846 $ | +3.073.002 $ | +27,4 % | 11.217.844 $ | +213.459 $ | +1,9 % | 11.004.385 $ | +10.191.180 $ | +1.253,2 % |
| IFS Advisors, LLC | 14.482.195 $ | -80.805 $ | -0,6 % | 14.563.000 $ | +659.551 $ | +4,7 % | 13.903.449 $ | -109.419 $ | -0,8 % | 14.012.868 $ | -3.339.838 $ | -19,2 % |
| Wealthcare Advisory Partners LLC | 14.561.085 $ | +10.938.892 $ | +302,0 % | 3.622.193 $ | -7.946.370 $ | -68,7 % | 11.568.563 $ | +719.922 $ | +6,6 % | 10.848.641 $ | +3.458.360 $ | +46,8 % |
| Beacon Harbor Wealth Advisors, Inc. | 14.481.946 $ | +4.892.715 $ | +51,0 % | 9.589.231 $ | +225.252 $ | +2,4 % | 9.363.979 $ | -11.425.158 $ | -55,0 % | |||
| Riverview Trust Co | 14.106.861 $ | -126.266 $ | -0,9 % | 14.233.127 $ | +184.508 $ | +1,3 % | 14.048.619 $ | +494.528 $ | +3,6 % | |||
| Armbruster Capital Management, Inc. | 13.978.416 $ | +121.612 $ | +0,9 % | 13.856.804 $ | -358.352 $ | -2,5 % | 14.215.156 $ | +326.715 $ | +2,4 % | 13.888.441 $ | +227.966 $ | +1,7 % |
| Arvest Bank Trust Division | 14.169.155 $ | +746.816 $ | +5,6 % | 13.422.339 $ | -12.584 $ | -0,1 % | 13.434.923 $ | -90.880 $ | -0,7 % | |||
| MOTIVE WEALTH ADVISORS | 14.140.804 $ | +559.946 $ | +4,1 % | 13.580.858 $ | -35.759 $ | -0,3 % | 13.616.617 $ | +705.214 $ | +5,5 % | |||
| MGO ONE SEVEN LLC | 13.331.712 $ | +2.248.135 $ | +20,3 % | 11.083.577 $ | -3.051.634 $ | -21,6 % | 14.135.211 $ | +1.106.947 $ | +8,5 % | |||
| MidFirst Bank | 14.106.958 $ | +1.628.031 $ | +13,0 % | 12.478.927 $ | +726.477 $ | +6,2 % | 11.752.450 $ | |||||
| Arkadios Wealth Advisors | 13.268.621 $ | +1.352.206 $ | +11,3 % | 11.916.415 $ | -2.152.770 $ | -15,3 % | 14.069.185 $ | +5.656.921 $ | +67,2 % | |||
| ZACKS INVESTMENT MANAGEMENT | 13.979.870 $ | +6.330.317 $ | +82,8 % | 7.649.553 $ | +312.932 $ | +4,3 % | 7.336.621 $ | -610.173 $ | -7,7 % | |||
| Veery Capital, LLC | 13.971.321 $ | +87.981 $ | +0,6 % | 13.883.340 $ | +541.700 $ | +4,1 % | 13.341.640 $ | +348.418 $ | +2,7 % | 12.993.222 $ | +318.298 $ | +2,5 % |
| Montecito Bank & Trust | 13.951.398 $ | +107.427 $ | +0,8 % | 13.843.971 $ | +1.146.142 $ | +9,0 % | 12.697.829 $ | +886.156 $ | +7,5 % | 11.811.673 $ | +119.031 $ | +1,0 % |
| Omnia Family Wealth, LLC | 13.916.405 $ | +750.537 $ | +5,7 % | 13.165.868 $ | -109.370 $ | -0,8 % | 13.275.238 $ | +275.827 $ | +2,1 % | |||
| BESSEMER GROUP INC | 13.889.000 $ | +5.905.000 $ | +74,0 % | 7.984.000 $ | +71.000 $ | +0,9 % | 7.913.000 $ | +88.000 $ | +1,1 % | |||
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 13.825.427 $ | |||||||||||
| Montz Harcus Wealth Management LLC | 13.799.028 $ | -1.740 $ | -0,0 % | 13.800.768 $ | +1.778.127 $ | +14,8 % | 12.022.641 $ | +889.716 $ | +8,0 % | 11.132.925 $ | +429.876 $ | +4,0 % |
| Winthrop Capital Management, LLC | 12.409.000 $ | +789.000 $ | +6,8 % | 11.620.000 $ | -2.037.000 $ | -14,9 % | 13.657.000 $ | -52.000 $ | -0,4 % | |||
| Provenance Wealth Advisors, LLC | 13.600.213 $ | +2.761.871 $ | +25,5 % | 10.838.342 $ | +10.723.028 $ | +9.299,0 % | 115.314 $ | +21.805 $ | +23,3 % | |||
| Larson Financial Group LLC | 3.568.726 $ | -5.822.647 $ | -62,0 % | 9.391.373 $ | -4.003.761 $ | -29,9 % | 13.395.134 $ | -1.871.515 $ | -12,3 % | |||
| Summit Wealth Partners, LLC | 13.379.686 $ | +553.551 $ | +4,3 % | 12.826.135 $ | +153.839 $ | +1,2 % | 12.672.296 $ | +248.487 $ | +2,0 % | |||
| Planned Solutions, Inc. | 10.490.457 $ | -2.866.771 $ | -21,5 % | 13.357.228 $ | +1.250.115 $ | +10,3 % | 12.107.113 $ | +610.436 $ | +5,3 % | 11.496.677 $ | +2.505.184 $ | +27,9 % |
| Nova R Wealth, Inc. | 13.354.779 $ | +752.324 $ | +6,0 % | 12.602.455 $ | -316.884 $ | -2,5 % | 12.919.339 $ | -628.332 $ | -4,6 % | |||
| Aureum Wealth Management, LLC | 13.298.696 $ | +85.511 $ | +0,6 % | 13.213.185 $ | +1.296.857 $ | +10,9 % | 11.916.328 $ | +2.913.476 $ | +32,4 % | 9.002.852 $ | ||
| ASHTON THOMAS SECURITIES, LLC | 13.290.553 $ | +2.688.674 $ | +25,4 % | |||||||||
| Fund Evaluation Group, LLC | 13.265.842 $ | +13.038.612 $ | +5.738,1 % | 227.230 $ | +2.685 $ | +1,2 % | 224.545 $ | +5.397 $ | +2,5 % | |||
| Mechanics Financial Corp | 13.178.534 $ | +2.020.983 $ | +18,1 % | 11.157.551 $ | +854.532 $ | +8,3 % | 10.303.019 $ | +416.471 $ | +4,2 % | |||
| HUNTINGTON NATIONAL BANK | 8.379.744 $ | -4.774.844 $ | -36,3 % | 13.154.588 $ | +9.053.513 $ | +220,8 % | 4.101.075 $ | +1.569.959 $ | +62,0 % | |||
| Pinion Investment Advisors, LLC | 12.376.341 $ | +2.121.103 $ | +20,7 % | 10.255.238 $ | -2.868.007 $ | -21,9 % | 13.123.245 $ | +1.561.200 $ | +13,5 % | |||
| Foundry Financial Group, Inc. | 13.112.667 $ | +982.462 $ | +8,1 % | 12.130.205 $ | -573.115 $ | -4,5 % | 12.703.320 $ | +863.735 $ | +7,3 % | |||
| CYPRESS FINANCIAL PLANNING LLC | 13.024.912 $ | +1.153.936 $ | +9,7 % | 11.870.976 $ | +1.660.822 $ | +16,3 % | 10.210.154 $ | +193.687 $ | +1,9 % | 10.016.467 $ | +701.800 $ | +7,5 % |
| Silverleafe Capital Partners, LLC | 12.972.315 $ | +62.765 $ | +0,5 % | 12.909.550 $ | +974.345 $ | +8,2 % | 11.935.205 $ | +89.805 $ | +0,8 % | 11.845.400 $ | +219.131 $ | +1,9 % |
| PENNEY FINANCIAL, LLC | 12.921.787 $ | +118.243 $ | +0,9 % | 12.803.544 $ | +123.550 $ | +1,0 % | 12.679.994 $ | +907.505 $ | +7,7 % | 11.772.489 $ | +1.431.842 $ | +13,8 % |
| Apollon Financial, LLC | 12.902.704 $ | +1.575.473 $ | +13,9 % | 11.327.231 $ | +1.311.053 $ | +13,1 % | 10.016.178 $ | +3.011.703 $ | +43,0 % | |||
| HERITAGE INVESTORS MANAGEMENT CORP | 12.670.000 $ | +641.000 $ | +5,3 % | 12.029.000 $ | -25.000 $ | -0,2 % | 12.054.000 $ | +247.000 $ | +2,1 % | |||
| TIEMANN INVESTMENT ADVISORS, LLC | 12.649.759 $ | +744.340 $ | +6,3 % | 11.905.419 $ | -59.319 $ | -0,5 % | 11.964.738 $ | +319.068 $ | +2,7 % | |||
| ACORN CREEK CAPITAL LLC | 12.631.311 $ | +804.292 $ | +6,8 % | 11.827.019 $ | -60.281 $ | -0,5 % | 11.887.300 $ | +769.999 $ | +6,9 % | |||
| Sigma Planning Corp | 8.871.546 $ | -3.695.848 $ | -29,4 % | 12.567.394 $ | +1.218.262 $ | +10,7 % | 11.349.132 $ | +1.612.994 $ | +16,6 % | |||
| Providence Capital Advisors, LLC | 12.559.731 $ | +1.349.107 $ | +12,0 % | 11.210.624 $ | +993.107 $ | +9,7 % | 10.217.517 $ | +133.376 $ | +1,3 % | |||
| Cornerstone Advisory, LLC | 12.523.183 $ | +920.365 $ | +7,9 % | 11.602.818 $ | +615.426 $ | +5,6 % | 10.987.392 $ | -204.174 $ | -1,8 % | |||
| Strategic Equity Management | 1.775.326 $ | -2.515.735 $ | -58,6 % | 4.291.061 $ | -8.228.985 $ | -65,7 % | 12.520.046 $ | -2.661.589 $ | -17,5 % | |||
| Omega Financial Group, LLC | 12.507.259 $ | +937.901 $ | +8,1 % | 11.569.358 $ | +298.270 $ | +2,6 % | 11.271.088 $ | +383.520 $ | +3,5 % | |||
| JSF Financial, LLC | 3.352.156 $ | +28.581 $ | +0,9 % | 3.323.575 $ | -9.137.754 $ | -73,3 % | 12.461.329 $ | +8.162.316 $ | +189,9 % | 4.299.013 $ | +36.542 $ | +0,9 % |
| Emergent Wealth Advisors, LLC | 12.453.265 $ | +674.885 $ | +5,7 % | 11.778.380 $ | +1.624.702 $ | +16,0 % | 10.153.678 $ | +2.492.935 $ | +32,5 % | 7.660.743 $ | +1.269.044 $ | +19,9 % |
| CABOT WEALTH MANAGEMENT INC | 12.387.158 $ | +2.659.981 $ | +27,3 % | 9.727.177 $ | +8.119.939 $ | +505,2 % | 1.607.238 $ | +121.309 $ | +8,2 % | |||
| Atlas Legacy Advisors, LLC | 12.381.363 $ | +1.104.033 $ | +9,8 % | 11.277.330 $ | +108.249 $ | +1,0 % | 11.169.081 $ | +1.498.102 $ | +15,5 % | |||
| Blue Trust, Inc. | 12.299.761 $ | +8.971.247 $ | +269,5 % | 3.328.514 $ | -1.726.417 $ | -34,2 % | 5.054.931 $ | -610.310 $ | -10,8 % | 5.665.241 $ | +3.165.658 $ | +126,6 % |
| Hardy Reed LLC | 12.151.793 $ | +768.641 $ | +6,8 % | 11.383.152 $ | +126.668 $ | +1,1 % | 11.256.484 $ | +270.528 $ | +2,5 % | |||
| Physician Wealth Advisors, Inc. | 12.122.591 $ | +64.918 $ | +0,5 % | 12.057.673 $ | +628.033 $ | +5,5 % | 11.429.640 $ | -305.229 $ | -2,6 % | 11.734.869 $ | +27.118 $ | +0,2 % |
| NewCorp Financial Services, Inc. | 11.926.335 $ | +86.483 $ | +0,7 % | 11.839.852 $ | +1.189.812 $ | +11,2 % | 10.650.040 $ | +400.697 $ | +3,9 % | 10.249.343 $ | ||
| Plancorp, LLC | 11.896.821 $ | +154.933 $ | +1,3 % | 11.741.888 $ | +697.896 $ | +6,3 % | 11.043.992 $ | +142.060 $ | +1,3 % | |||
| Hudson Oak Wealth Advisory LLC | 11.823.429 $ | +114.263 $ | +1,0 % | 11.709.166 $ | +929.397 $ | +8,6 % | 10.779.769 $ | +303.645 $ | +2,9 % | 10.476.124 $ | ||
| Deane Retirement Strategies, Inc. | 10.230 $ | -11.781.403 $ | -99,9 % | 11.791.633 $ | +303.647 $ | +2,6 % | ||||||
| CULLEN/FROST BANKERS, INC. | 10.397.465 $ | +793.333 $ | +8,3 % | 9.604.132 $ | -2.122.756 $ | -18,1 % | 11.726.888 $ | +6.690.944 $ | +132,9 % | |||
| Prosperity Consulting Group, LLC | 11.628.832 $ | +1.237.960 $ | +11,9 % | 10.390.872 $ | +972.772 $ | +10,3 % | 9.418.100 $ | +947.712 $ | +11,2 % | |||
| Smith Salley Wealth Management | 11.585.485 $ | +1.013.253 $ | +9,6 % | 10.572.232 $ | +515.807 $ | +5,1 % | 10.056.425 $ | +299.598 $ | +3,1 % | |||
| Canopy Partners, LLC | 11.495.048 $ | +833.873 $ | +7,8 % | 10.661.175 $ | -52.644 $ | -0,5 % | 10.713.819 $ | +228.674 $ | +2,2 % | |||
| Smith Partners Wealth Management, LLC | 11.492.420 $ | +3.029.134 $ | +35,8 % | 8.463.286 $ | +1.170.170 $ | +16,0 % | 7.293.116 $ | |||||
| CONNING INC. | 11.478.050 $ | +719.012 $ | +6,7 % | 10.759.038 $ | +127.164 $ | +1,2 % | 10.631.874 $ | +255.517 $ | +2,5 % | |||
| J.W. COLE ADVISORS, INC. | 11.467.695 $ | +999.396 $ | +9,5 % | 10.468.299 $ | +1.191.847 $ | +12,8 % | 9.276.452 $ | -645.270 $ | -6,5 % | |||
| Widmann Financial Services, Inc. | 11.467.120 $ | +1.102.084 $ | +10,6 % | 10.365.036 $ | +110.184 $ | +1,1 % | 10.254.852 $ | +457.659 $ | +4,7 % | |||
| GAMCO INVESTORS, INC. ET AL | 1.289.343 $ | -10.127.667 $ | -88,7 % | 11.417.010 $ | +4.197.320 $ | +58,1 % | 7.219.690 $ | +1.427.283 $ | +24,6 % | |||
| ArchPoint Investors | 11.372.488 $ | +712.399 $ | +6,7 % | 10.660.089 $ | +125.995 $ | +1,2 % | 10.534.094 $ | +253.167 $ | +2,5 % | |||
| Westside Investment Management, Inc. | 11.347.663 $ | +831.688 $ | +7,9 % | 10.515.975 $ | +10.294.967 $ | +4.658,2 % | 221.008 $ | -9.969.743 $ | -97,8 % | |||
| Richard W. Paul & Associates, LLC | 11.340.842 $ | +857.713 $ | +8,2 % | 10.483.129 $ | -154.496 $ | -1,5 % | 10.637.625 $ | +786.097 $ | +8,0 % | |||
| BIP Wealth, LLC | 11.147.525 $ | -136.725 $ | -1,2 % | 11.284.250 $ | +9.458.506 $ | +518,1 % | 1.825.744 $ | -108.978 $ | -5,6 % | 1.934.722 $ | +57.124 $ | +3,0 % |
| SWMG, LLC | 11.274.741 $ | +2.103.328 $ | +22,9 % | 9.171.413 $ | -1.245.961 $ | -12,0 % | 10.417.374 $ | +1.413.103 $ | +15,7 % | |||
| Versant Capital Management, Inc | 11.247.768 $ | +34.830 $ | +0,3 % | 11.212.938 $ | +702.405 $ | +6,7 % | 10.510.533 $ | +9.960.801 $ | +1.811,9 % | 549.732 $ | +13.212 $ | +2,5 % |
| BSW Wealth Partners | 11.050.312 $ | +199.526 $ | +1,8 % | 10.850.786 $ | -387.363 $ | -3,4 % | 11.238.149 $ | -847.034 $ | -7,0 % | |||
| Ascent Group, LLC | 11.165.210 $ | +646.441 $ | +6,1 % | 10.518.769 $ | -120.707 $ | -1,1 % | 10.639.476 $ | +690.983 $ | +6,9 % | |||
| Waycross Investment Management Co | 2.741.898 $ | +668.615 $ | +32,2 % | 2.073.283 $ | -9.080.232 $ | -81,4 % | 11.153.515 $ | +512.085 $ | +4,8 % | |||
| ONE Advisory Partners, LLC | 11.070.574 $ | |||||||||||
| Central Pacific Bank - Trust Division | 11.044.514 $ | +601.994 $ | +5,8 % | 10.442.520 $ | +4.870.127 $ | +87,4 % | 5.572.393 $ | -3.467.540 $ | -38,4 % | 9.039.933 $ | -80.557 $ | -0,9 % |
| Tanager Wealth Management LLP | 10.757.652 $ | -254.303 $ | -2,3 % | 11.011.955 $ | +457.334 $ | +4,3 % | 10.554.621 $ | -33.417 $ | -0,3 % | 10.588.038 $ | +443.227 $ | +4,4 % |
| Continuum Advisory, LLC | 10.983.697 $ | +1.085.397 $ | +11,0 % | 9.898.300 $ | +384.274 $ | +4,0 % | 9.514.026 $ | +62.619 $ | +0,7 % | |||
| Greenspring Advisors, LLC | 10.958.470 $ | +630.814 $ | +6,1 % | 10.327.656 $ | +91.776 $ | +0,9 % | 10.235.880 $ | +9.692.724 $ | +1.784,5 % | |||
| Evernest Financial Advisors, LLC | 10.831.032 $ | +206.331 $ | +1,9 % | 10.624.701 $ | -327.260 $ | -3,0 % | 10.951.961 $ | +1.004.786 $ | +10,1 % | |||
| Macco Financial Group, Inc. | 7.164.361 $ | -3.716.275 $ | -34,2 % | 10.880.636 $ | +1.534.108 $ | +16,4 % | 9.346.528 $ | |||||
| Kingsview Wealth Management, LLC | 10.826.872 $ | +4.067.561 $ | +60,2 % | 6.759.311 $ | +751.959 $ | +12,5 % | 6.007.352 $ | +706.797 $ | +13,3 % | |||
| Abound Wealth Management | 10.826.790 $ | +689.984 $ | +6,8 % | 10.136.806 $ | +77.101 $ | +0,8 % | 10.059.705 $ | +311.623 $ | +3,2 % | |||
| SC&H Financial Advisors, Inc. | 10.806.536 $ | +7.483 $ | +0,1 % | 10.799.053 $ | +272.473 $ | +2,6 % | 10.526.580 $ | -125.239 $ | -1,2 % | 10.651.819 $ | +187.727 $ | +1,8 % |
| Snowden Capital Advisors LLC | 10.793.243 $ | +888.757 $ | +9,0 % | 9.904.486 $ | -167.818 $ | -1,7 % | 10.072.304 $ | +208.529 $ | +2,1 % | |||
| Stokes Family Office, LLC | 9.264.552 $ | -1.524.398 $ | -14,1 % | 10.788.950 $ | +46.788 $ | +0,4 % | 10.742.162 $ | +263.523 $ | +2,5 % | |||
| Park Place Capital Corp | 10.787.967 $ | +903.067 $ | +9,1 % | 9.884.900 $ | +2.994.671 $ | +43,5 % | 6.890.229 $ | +876.806 $ | +14,6 % | |||
| ICONIQ Capital, LLC | 10.781.612 $ | +544.901 $ | +5,3 % | 10.236.711 $ | +121.021 $ | +1,2 % | 10.115.690 $ | +4.672.435 $ | +85,8 % | |||
| Life Planning Partners, Inc | 10.605.232 $ | -166.493 $ | -1,5 % | 10.771.725 $ | +121.059 $ | +1,1 % | 10.650.666 $ | -321.352 $ | -2,9 % | |||
| Caldwell Trust Co | 10.764.324 $ | +1.895.643 $ | +21,4 % | 8.868.681 $ | +1.330.066 $ | +17,6 % | 7.538.615 $ | +1.231.341 $ | +19,5 % | |||
| Independent Solutions Wealth Management, LLC | 10.740.584 $ | +488.094 $ | +4,8 % | 10.252.490 $ | -280.861 $ | -2,7 % | 10.533.351 $ | -337.288 $ | -3,1 % | |||
| Permanens Capital L.P. | 10.738.151 $ | +9.779.076 $ | +1.019,6 % | 959.075 $ | ||||||||
| Invesco Ltd. | 9.187.173 $ | -6.420 $ | -0,1 % | 9.193.593 $ | -1.544.291 $ | -14,4 % | 10.737.884 $ | -1.526.639 $ | -12,4 % | |||
| Cordgrass Capital Advisors, LLC | 4.100.883 $ | -6.602.841 $ | -61,7 % | 10.703.724 $ | +204.788 $ | +2,0 % | 10.498.936 $ | -31.785 $ | -0,3 % | |||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10.660.986 $ | +949.405 $ | +9,8 % | 9.711.581 $ | +341.699 $ | +3,6 % | 9.369.882 $ | +629.395 $ | +7,2 % | |||
| FULTON BANK, N.A. | 10.508.864 $ | -146.710 $ | -1,4 % | 10.655.574 $ | +717.101 $ | +7,2 % | 9.938.473 $ | +1.658.414 $ | +20,0 % | 8.280.059 $ | +2.855.664 $ | +52,6 % |
| Family Capital Trust Co | 10.522.292 $ | -47.767 $ | -0,5 % | 10.570.059 $ | +647.655 $ | +6,5 % | 9.922.404 $ | +49.466 $ | +0,5 % | 9.872.938 $ | -3.936.659 $ | -28,5 % |
| Waterloo Capital, L.P. | 9.374.268 $ | -86.042 $ | -0,9 % | 9.460.310 $ | -1.049.891 $ | -10,0 % | 10.510.201 $ | -12.926.427 $ | -55,2 % | |||
| SYM FINANCIAL Corp | 10.502.743 $ | +703.725 $ | +7,2 % | 9.799.018 $ | +115.817 $ | +1,2 % | 9.683.201 $ | +1.220 $ | +0,0 % | |||
| Modern Wealth Management, LLC | 10.474.329 $ | +510.870 $ | +5,1 % | 9.963.459 $ | -418.957 $ | -4,0 % | 10.382.416 $ | +900.391 $ | +9,5 % | |||
| DEFINED WEALTH MANAGEMENT, LLC | 1.722.624 $ | +6.396 $ | +0,4 % | 1.716.228 $ | -8.747.530 $ | -83,6 % | 10.463.758 $ | +202.041 $ | +2,0 % | 10.261.717 $ | +195.066 $ | +1,9 % |
| Freestone Capital Holdings, LLC | 10.453.658 $ | +680.214 $ | +7,0 % | 9.773.444 $ | +82.862 $ | +0,9 % | 9.690.582 $ | +293.615 $ | +3,1 % | |||
| CAMELOT TECHNOLOGY ADVISORS, INC. | 10.410.144 $ | +205.045 $ | +2,0 % | 10.205.099 $ | +355.848 $ | +3,6 % | 9.849.251 $ | +678.321 $ | +7,4 % | 9.170.930 $ | +1.298.494 $ | +16,5 % |
| Asset Allocation Strategies LLC | 10.409.349 $ | +5.433.615 $ | +109,2 % | 4.975.734 $ | -3.805.855 $ | -43,3 % | 8.781.589 $ | +360.601 $ | +4,3 % | 8.420.988 $ | +1.616.922 $ | +23,8 % |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 10.408.813 $ | +675.208 $ | +6,9 % | 9.733.605 $ | +1.529.407 $ | +18,6 % | 8.204.198 $ | +584.392 $ | +7,7 % | |||
| FIRST UNITED BANK & TRUST | 10.402.781 $ | +220.545 $ | +2,2 % | 10.182.236 $ | +947.542 $ | +10,3 % | 9.234.694 $ | +2.131.838 $ | +30,0 % | 7.102.856 $ | +1.389.638 $ | +24,3 % |
| Aspen Investment Management Inc | 10.363.000 $ | +952.000 $ | +10,1 % | 9.411.000 $ | +244.000 $ | +2,7 % | 9.167.000 $ | +705.000 $ | +8,3 % | |||
| SAWGRASS ASSET MANAGEMENT LLC | 232.119 $ | -10.117.419 $ | -97,8 % | 10.349.538 $ | +310.547 $ | +3,1 % | ||||||
| Sunbelt Securities, Inc. | 10.252.018 $ | -75.448 $ | -0,7 % | 10.327.466 $ | +829.754 $ | +8,7 % | ||||||
| TCV Trust & Wealth Management, Inc. | 10.315.588 $ | +103.606 $ | +1,0 % | 10.211.982 $ | +716.925 $ | +7,6 % | 9.495.057 $ | +229.596 $ | +2,5 % | 9.265.461 $ | +239.791 $ | +2,7 % |
| MONEYWISE, INC. | 8.074.833 $ | -399.790 $ | -4,7 % | 8.474.623 $ | -1.839.516 $ | -17,8 % | 10.314.139 $ | +2.302.353 $ | +28,7 % | |||
| GREAT VALLEY ADVISOR GROUP, INC. | 10.241.808 $ | +1.948.813 $ | +23,5 % | 8.292.995 $ | +271.412 $ | +3,4 % | 8.021.583 $ | +930.981 $ | +13,1 % | |||
| Sage Advisory Services, Ltd.Co. | 5.206.000 $ | -496.000 $ | -8,7 % | 5.702.000 $ | -4.465.000 $ | -43,9 % | 10.167.000 $ | -1.821.000 $ | -15,2 % | |||
| Argent Trust Co | 10.152.685 $ | +2.703.150 $ | +36,3 % | 7.449.535 $ | +1.137.148 $ | +18,0 % | 6.312.387 $ | +268.175 $ | +4,4 % | |||
| ACIMA PRIVATE WEALTH, LLC | 10.129.095 $ | +535.417 $ | +5,6 % | 9.593.678 $ | +626.048 $ | +7,0 % | 8.967.630 $ | +168.881 $ | +1,9 % | 8.798.749 $ | +2.006.031 $ | +29,5 % |
| Chicago Partners Investment Group LLC | 9.969.229 $ | +216.350 $ | +2,2 % | 9.752.879 $ | +357.156 $ | +3,8 % | 9.395.723 $ | +129.368 $ | +1,4 % | |||
| QRG CAPITAL MANAGEMENT, INC. | 9.955.812 $ | +6.950.307 $ | +231,3 % | 3.005.505 $ | +725.349 $ | +31,8 % | 2.280.156 $ | +246.721 $ | +12,1 % | |||
| Calamos Advisors LLC | 229.184 $ | -9.721.623 $ | -97,7 % | 9.950.807 $ | +9.738.518 $ | +4.587,4 % | 212.289 $ | +5.102 $ | +2,5 % | |||
| May Hill Capital, LLC | 9.873.226 $ | -35.137 $ | -0,4 % | 9.908.363 $ | +4.521.762 $ | +83,9 % | 5.386.601 $ | -908.945 $ | -14,4 % | |||
| Arbor Investment Advisors, LLC | 9.731.850 $ | -165.331 $ | -1,7 % | 9.897.181 $ | +70.884 $ | +0,7 % | 9.826.297 $ | -804.025 $ | -7,6 % | |||
| Pembroke Management, LTD | 4.962.678 $ | -4.931.944 $ | -49,8 % | 9.894.622 $ | +5.054.707 $ | +104,4 % | 4.839.915 $ | -33.061 $ | -0,7 % | 4.872.976 $ | +290.860 $ | +6,3 % |
| Waldron Private Wealth LLC | 9.871.056 $ | +582.495 $ | +6,3 % | 9.288.561 $ | +83.845 $ | +0,9 % | 9.204.716 $ | +218.683 $ | +2,4 % | |||
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 9.825.529 $ | +1.259 $ | +0,0 % | 9.824.270 $ | +618.453 $ | +6,7 % | 9.205.817 $ | -525.465 $ | -5,4 % | 9.731.282 $ | +116.417 $ | +1,2 % |
| Relyea Zuckerberg Hanson LLC | 9.786.762 $ | +194.588 $ | +2,0 % | 9.592.174 $ | +1.177.309 $ | +14,0 % | 8.414.865 $ | +421.871 $ | +5,3 % | 7.992.994 $ | +728.762 $ | +10,0 % |
| NOVARE CAPITAL MANAGEMENT LLC | 9.783.072 $ | +1.437.926 $ | +17,2 % | 8.345.146 $ | ||||||||
| Calamos Wealth Management LLC | 8.881.304 $ | -854.675 $ | -8,8 % | 9.735.979 $ | +232.265 $ | +2,4 % | 9.503.714 $ | -56.100 $ | -0,6 % | |||
| BEACON ADVISORS HOLDINGS, LLC | 9.726.318 $ | +569.099 $ | +6,2 % | 9.157.219 $ | +16.356 $ | +0,2 % | 9.140.863 $ | |||||
| MSH Capital Advisors LLC | 9.713.917 $ | +857.520 $ | +9,7 % | 8.856.397 $ | +1.415.355 $ | +19,0 % | 7.441.042 $ | +240.960 $ | +3,3 % | |||
| LOUISBOURG INVESTMENTS INC. | 9.628.780 $ | +114.614 $ | +1,2 % | 9.514.166 $ | +896.730 $ | +10,4 % | 8.617.436 $ | +471.501 $ | +5,8 % | 8.145.935 $ | +411.078 $ | +5,3 % |
| HARBOR INVESTMENT ADVISORY, LLC | 9.600.439 $ | +574.344 $ | +6,4 % | 9.026.095 $ | +598.628 $ | +7,1 % | 8.427.467 $ | -133.615 $ | -1,6 % | 8.561.082 $ | +2.750.017 $ | +47,3 % |
| Jackson Hole Capital Partners, LLC | 9.599.859 $ | +180.022 $ | +1,9 % | 9.419.837 $ | +241.880 $ | +2,6 % | ||||||
| DRW Securities, LLC | 9.592.132 $ | +8.898.311 $ | +1.282,5 % | 693.821 $ | -855.032 $ | -55,2 % | ||||||
| Commonwealth Financial Services, LLC | 233.719 $ | -8.296 $ | -3,4 % | 242.015 $ | +23.757 $ | +10,9 % | 218.258 $ | -9.248.719 $ | -97,7 % | 9.466.977 $ | +931.580 $ | +10,9 % |
| Laurel Wealth Advisors LLC | 9.388.349 $ | -46.140 $ | -0,5 % | 9.434.489 $ | +1.226.277 $ | +14,9 % | 8.208.212 $ | +353.274 $ | +4,5 % | |||
| Advocacy Wealth Management, LLC | 9.413.459 $ | +984.573 $ | +11,7 % | 8.428.886 $ | +171.907 $ | +2,1 % | 8.256.979 $ | +152.428 $ | +1,9 % | |||
| BITTERROOT CAPITAL ADVISORS LLC | 9.406.363 $ | +598.558 $ | +6,8 % | 8.807.805 $ | +116.268 $ | +1,3 % | 8.691.537 $ | |||||
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 9.331.418 $ | +1.058.694 $ | +12,8 % | 8.272.724 $ | +767.743 $ | +10,2 % | 7.504.981 $ | +184.212 $ | +2,5 % | |||
| Florida Trust Wealth Management Co | 9.283.752 $ | +535.476 $ | +6,1 % | 8.748.276 $ | +127.732 $ | +1,5 % | 8.620.544 $ | +161.689 $ | +1,9 % | |||
| Custos Family Office, LLC | 9.214.855 $ | +798.260 $ | +9,5 % | 8.416.595 $ | +433.172 $ | +5,4 % | 7.983.423 $ | -667.328 $ | -7,7 % | |||
| State of Tennessee, Department of Treasury | 9.203.495 $ | +576.529 $ | +6,7 % | 8.626.966 $ | -335.435 $ | -3,7 % | 8.962.401 $ | +185.388 $ | +2,1 % | |||
| Outlook Wealth Advisors, LLC | 9.182.850 $ | +724.540 $ | +8,6 % | 8.458.310 $ | +3.501.240 $ | +70,6 % | 4.957.070 $ | +199.787 $ | +4,2 % | |||
| Cypress Wealth Services, LLC | 9.084.832 $ | +8.253.732 $ | +993,1 % | 831.100 $ | +68.905 $ | +9,0 % | 762.195 $ | -18.187 $ | -2,3 % | 780.382 $ | -15.952 $ | -2,0 % |
| CENTRAL TRUST Co | 9.060.460 $ | +247.998 $ | +2,8 % | 8.812.462 $ | +1.096.894 $ | +14,2 % | 7.715.568 $ | +771.715 $ | +11,1 % | |||
| Rodgers & Associates, LTD | 9.026.049 $ | +38.381 $ | +0,4 % | 8.987.668 $ | +275.327 $ | +3,2 % | 8.712.341 $ | -123.897 $ | -1,4 % | 8.836.238 $ | +382.815 $ | +4,5 % |
| NBT BANK, N.A. | 8.921.194 $ | -7.820 $ | -0,1 % | 8.929.014 $ | +412.223 $ | +4,8 % | 8.516.791 $ | +805.787 $ | +10,4 % | 7.711.004 $ | +189.247 $ | +2,5 % |
| Qube Research & Technologies Ltd | 8.912.005 $ | +8.053.748 $ | +938,4 % | |||||||||
| Madrid Financial Services | 8.840.739 $ | +932.775 $ | +11,8 % | 7.907.964 $ | ||||||||
| HORIZON BANCORP INC /IN/ | 8.754.000 $ | +288.000 $ | +3,4 % | 8.466.000 $ | -61.000 $ | -0,7 % | 8.527.000 $ | -40.000 $ | -0,5 % | |||
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 8.749.648 $ | +267.698 $ | +3,2 % | 8.481.950 $ | +704.479 $ | +9,1 % | 7.777.471 $ | -31.331 $ | -0,4 % | 7.808.802 $ | ||
| WESBANCO BANK INC | 8.730.458 $ | +1.015.390 $ | +13,2 % | 7.715.068 $ | +2.947.112 $ | +61,8 % | 4.767.956 $ | +153.714 $ | +3,3 % | |||
| Hickory Point Bank & Trust | 8.638.305 $ | +26.749 $ | +0,3 % | 8.611.556 $ | +539.449 $ | +6,7 % | 8.072.107 $ | +95.406 $ | +1,2 % | 7.976.701 $ | +191.705 $ | +2,5 % |
| SAX WEALTH ADVISORS, LLC | 8.616.398 $ | +4.460.426 $ | +107,3 % | 4.155.972 $ | +1.759.596 $ | +73,4 % | 2.396.376 $ | -10.735 $ | -0,4 % | 2.407.111 $ | -310.570 $ | -11,4 % |
| D.A. DAVIDSON & CO. | 8.586.795 $ | +666.049 $ | +8,4 % | 7.920.746 $ | -350.283 $ | -4,2 % | 8.271.029 $ | -670.741 $ | -7,5 % | |||
| Red Tortoise LLC | 8.356.358 $ | -177.228 $ | -2,1 % | 8.533.586 $ | -13.205 $ | -0,2 % | ||||||
| Hubbell Strickland Wealth Management, LLC | 8.511.641 $ | +1.019.324 $ | +13,6 % | 7.492.317 $ | +1.005.376 $ | +15,5 % | 6.486.941 $ | +544.846 $ | +9,2 % | |||
| Squarepoint Ops LLC | 8.495.273 $ | +7.427.291 $ | +695,5 % | 1.067.982 $ | +408.304 $ | +61,9 % | 659.678 $ | +349.466 $ | +112,7 % | |||
| King Wealth Management Group | 8.495.000 $ | +830.000 $ | +10,8 % | 7.665.000 $ | +274.000 $ | +3,7 % | 7.391.000 $ | +303.000 $ | +4,3 % | |||
| Wealth Analytics Partners, LLC | 8.494.530 $ | +791.627 $ | +10,3 % | 7.702.903 $ | +1.189.804 $ | +18,3 % | 6.513.099 $ | +684.024 $ | +11,7 % | 5.829.075 $ | ||
| Sunbeam Capital Management, LLC | 8.486.907 $ | +2.867.438 $ | +51,0 % | 5.619.469 $ | +66.418 $ | +1,2 % | 5.553.051 $ | +1.876.951 $ | +51,1 % | |||
| Roundview Capital LLC | 8.485.718 $ | +1.019.363 $ | +13,7 % | 7.466.355 $ | +563.458 $ | +8,2 % | 6.902.897 $ | +1.244.024 $ | +22,0 % | |||
| Sandy Cove Advisors, LLC | 8.470.389 $ | +1.143.177 $ | +15,6 % | 7.327.212 $ | +620.858 $ | +9,3 % | 6.706.354 $ | +1.011.337 $ | +17,8 % | |||
| Mayflower Financial Advisors, LLC | 8.468.556 $ | +612.319 $ | +7,8 % | 7.856.237 $ | +84.625 $ | +1,1 % | 7.771.612 $ | +653.896 $ | +9,2 % | |||
| CONSILIO WEALTH ADVISORS, LLC | 8.455.435 $ | +330.873 $ | +4,1 % | 8.124.562 $ | +26.785 $ | +0,3 % | 8.097.777 $ | +202.643 $ | +2,6 % | |||
| VestGen Advisors, LLC | 4.221.216 $ | -4.167.753 $ | -49,7 % | 8.388.969 $ | +2.227.837 $ | +36,2 % | 6.161.132 $ | -4.874.953 $ | -44,2 % | |||
| CIM INVESTMENT MANAGEMENT INC | 8.362.283 $ | +74.080 $ | +0,9 % | 8.288.203 $ | +97.961 $ | +1,2 % | 8.190.242 $ | +196.837 $ | +2,5 % | |||
| Interchange Capital Partners, LLC | 6.918.422 $ | +236.730 $ | +3,5 % | 6.681.692 $ | -1.679.297 $ | -20,1 % | 8.360.989 $ | -124.558 $ | -1,5 % | |||
| POM Investment Strategies, LLC | 203.660 $ | -87.740 $ | -30,1 % | 291.400 $ | +30.160 $ | +11,5 % | 261.240 $ | -8.096.135 $ | -96,9 % | 8.357.375 $ | +927.550 $ | +12,5 % |
| Daner Wealth Management, LLC | 8.353.331 $ | +366.183 $ | +4,6 % | 7.987.148 $ | -107.099 $ | -1,3 % | 8.094.247 $ | +637.052 $ | +8,5 % | |||
| HARBOUR INVESTMENTS, INC. | 8.338.144 $ | +1.006.169 $ | +13,7 % | 7.331.975 $ | +2.595.760 $ | +54,8 % | 4.736.215 $ | +255.794 $ | +5,7 % | |||
| IHT Wealth Management, LLC | 8.337.206 $ | +231.055 $ | +2,9 % | 8.106.151 $ | +827.994 $ | +11,4 % | 7.278.157 $ | +497.509 $ | +7,3 % | |||
| Bryant Woods Investment Advisors, LLC | 8.335.660 $ | +5.428.990 $ | +186,8 % | 2.906.670 $ | +485.802 $ | +20,1 % | 2.420.868 $ | -266.399 $ | -9,9 % | |||
| Western Wealth Management, LLC | 8.310.450 $ | +1.813.196 $ | +27,9 % | 6.497.254 $ | +652.653 $ | +11,2 % | 5.844.601 $ | -297.400 $ | -4,8 % | |||
| NWAM LLC | 8.303.409 $ | +957.388 $ | +13,0 % | 7.346.021 $ | -7.099 $ | -0,1 % | 7.353.120 $ | +154.255 $ | +2,1 % | |||
| Vericrest Private Wealth | 8.281.277 $ | +410.460 $ | +5,2 % | 7.870.817 $ | +427.038 $ | +5,7 % | 7.443.779 $ | +626.940 $ | +9,2 % | 6.816.839 $ | ||
| Lynch Investment Planning, LLC | 8.255.417 $ | +1.199.760 $ | +17,0 % | 7.055.657 $ | +2.570.948 $ | +57,3 % | 4.484.709 $ | |||||
| Jaffetilchin Investment Partners, LLC | 8.192.109 $ | +813.408 $ | +11,0 % | 7.378.701 $ | +5.836.447 $ | +378,4 % | 1.542.254 $ | +144.897 $ | +10,4 % | |||
| Sheridan Capital Management, LLC | 8.182.977 $ | +401.883 $ | +5,2 % | 7.781.094 $ | -38.962 $ | -0,5 % | 7.820.056 $ | -31.296 $ | -0,4 % | |||
| AGF MANAGEMENT LTD | 8.100.261 $ | +488.409 $ | +6,4 % | 7.611.852 $ | -15.149 $ | -0,2 % | 7.627.001 $ | -186.893 $ | -2,4 % | |||
| Oakwell Private Wealth Management, LLC | 8.061.919 $ | +483.381 $ | +6,4 % | 7.578.538 $ | +100.934 $ | +1,3 % | 7.477.604 $ | +153.081 $ | +2,1 % | |||
| EWA, LLC | 7.978.499 $ | +206.778 $ | +2,7 % | 7.771.721 $ | +3.057.171 $ | +64,8 % | 4.714.550 $ | +54.176 $ | +1,2 % | |||
| Auour Investments LLC | 7.938.325 $ | +439.855 $ | +5,9 % | 7.498.470 $ | +117.612 $ | +1,6 % | 7.380.858 $ | +703.595 $ | +10,5 % | |||
| PRIVATE TRUST CO NA | 7.918.278 $ | +532.624 $ | +7,2 % | 7.385.654 $ | +596.217 $ | +8,8 % | 6.789.437 $ | +256.393 $ | +3,9 % | 6.533.044 $ | +75.264 $ | +1,2 % |
| Churchill Financial Advisors, LLC | 7.894.848 $ | +200.513 $ | +2,6 % | 7.694.335 $ | +629.193 $ | +8,9 % | 7.065.142 $ | +405.382 $ | +6,1 % | 6.659.760 $ | ||
| Williams Jones Wealth Management, LLC. | 7.874.457 $ | +3.696.316 $ | +88,5 % | 4.178.141 $ | +612.713 $ | +17,2 % | 3.565.428 $ | +237.083 $ | +7,1 % | |||
| IFG Advisors, LLC | 7.826.149 $ | +3.674.239 $ | +88,5 % | 4.151.910 $ | +3.910.865 $ | +1.622,5 % | 241.045 $ | |||||
| Clear Creek Financial Management, LLC | 7.818.843 $ | +3.341.037 $ | +74,6 % | 4.477.806 $ | ||||||||
| INSIGHT 2811, INC. | 7.799.143 $ | +519.103 $ | +7,1 % | 7.280.040 $ | +213.078 $ | +3,0 % | 7.066.962 $ | -199.176 $ | -2,7 % | |||
| Saiph Capital, LLC | 7.781.451 $ | +541.224 $ | +7,5 % | 7.240.227 $ | ||||||||
| Precision Wealth Strategies, LLC | 7.001.871 $ | +399.177 $ | +6,0 % | 6.602.694 $ | -1.171.627 $ | -15,1 % | 7.774.321 $ | -1.228.590 $ | -13,6 % | |||
| Dorsey & Whitney Trust CO LLC | 7.701.096 $ | +861.645 $ | +12,6 % | 6.839.451 $ | +610.531 $ | +9,8 % | 6.228.920 $ | +253.249 $ | +4,2 % | |||
| KMG FIDUCIARY PARTNERS, LLC | 279.073 $ | -6.496.619 $ | -95,9 % | 6.775.692 $ | -878.103 $ | -11,5 % | 7.653.795 $ | -11.920.685 $ | -60,9 % | |||
| Asset Dedication, LLC | 7.650.609 $ | +518.825 $ | +7,3 % | 7.131.784 $ | -247 $ | -0,0 % | 7.132.031 $ | +34.269 $ | +0,5 % | |||
| CWA Asset Management Group, LLC | 7.545.801 $ | -72.151 $ | -0,9 % | 7.617.952 $ | +226.348 $ | +3,1 % | 7.391.604 $ | +1.478.764 $ | +25,0 % | 5.912.840 $ | +320.820 $ | +5,7 % |
| Affinity Capital Advisors, LLC | 7.325.916 $ | -284.781 $ | -3,7 % | 7.610.697 $ | +445.887 $ | +6,2 % | 7.164.810 $ | +87.315 $ | +1,2 % | 7.077.495 $ | -296.315 $ | -4,0 % |
| Sculati Wealth Management, LLC | 7.605.241 $ | +308.913 $ | +4,2 % | 7.296.328 $ | +589.322 $ | +8,8 % | 6.707.006 $ | +236.364 $ | +3,7 % | 6.470.642 $ | +779.689 $ | +13,7 % |
| Elmwood Wealth Management, Inc. | 7.597.039 $ | +164.821 $ | +2,2 % | 7.432.218 $ | +757.441 $ | +11,3 % | 6.674.777 $ | +370.709 $ | +5,9 % | 6.304.068 $ | +354.240 $ | +6,0 % |
| ROVIN CAPITAL /UT/ /ADV | 7.597.000 $ | -10.159.000 $ | -57,2 % | |||||||||
| New England Private Wealth Advisors LLC | 7.596.819 $ | +42.132 $ | +0,6 % | 7.554.687 $ | +614.561 $ | +8,9 % | 6.940.126 $ | +2.989.030 $ | +75,7 % | 3.951.096 $ | +167.103 $ | +4,4 % |
| Gateway Wealth Partners, LLC | 5.377.143 $ | -2.216.951 $ | -29,2 % | 7.594.094 $ | +6.720.710 $ | +769,5 % | 873.384 $ | +421.962 $ | +93,5 % | |||
| Sequent Planning LLC | 7.571.495 $ | +1.565.543 $ | +26,1 % | 6.005.952 $ | +1.142.896 $ | +23,5 % | 4.863.056 $ | +1.396.146 $ | +40,3 % | |||
| GENESIS PRIVATE WEALTH, LLC | 7.541.100 $ | +834.819 $ | +12,4 % | 6.706.281 $ | +256.662 $ | +4,0 % | 6.449.619 $ | |||||
| Visionary Wealth Advisors | 6.798.620 $ | -734.633 $ | -9,8 % | 7.533.253 $ | +617.068 $ | +8,9 % | 6.916.185 $ | +1.535.844 $ | +28,5 % | |||
| TFB Advisors LLC | 6.334.575 $ | +483.314 $ | +8,3 % | 5.851.261 $ | -1.651.622 $ | -22,0 % | 7.502.883 $ | +217.870 $ | +3,0 % | |||
| Coral Wealth Management, LLC | 7.490.938 $ | +842.938 $ | +12,7 % | 6.648.000 $ | ||||||||
| Wealth Dimensions Group, Ltd. | 7.209.699 $ | +20.952 $ | +0,3 % | 7.188.747 $ | -295.184 $ | -3,9 % | 7.483.931 $ | +139.847 $ | +1,9 % | |||
| North Berkeley Wealth Management, LLC | 7.425.988 $ | +3.865.805 $ | +108,6 % | 3.560.183 $ | +2.350.862 $ | +194,4 % | 1.209.321 $ | +746.316 $ | +161,2 % | |||
| DecisionMap Wealth Management, LLC | 7.425.290 $ | +770.493 $ | +11,6 % | 6.654.797 $ | +314.009 $ | +5,0 % | 6.340.788 $ | +771.651 $ | +13,9 % | |||
| SPINNAKER TRUST | 7.401.795 $ | +564.879 $ | +8,3 % | 6.836.916 $ | +1.458.849 $ | +27,1 % | 5.378.067 $ | +103.757 $ | +2,0 % | |||
| Portside Wealth Group, LLC | 7.397.429 $ | +635.574 $ | +9,4 % | 6.761.855 $ | +1.424.840 $ | +26,7 % | 5.337.015 $ | |||||
| Vista Cima Wealth Management LLC | 7.335.802 $ | +907.137 $ | +14,1 % | 6.428.665 $ | +3.551.234 $ | +123,4 % | 2.877.431 $ | +124.274 $ | +4,5 % | |||
| Curry Webb Wealth Management LLC | 7.334.912 $ | +0 $ | +0,0 % | 7.334.912 $ | +911.629 $ | +14,2 % | 6.423.283 $ | +1.652.383 $ | +34,6 % | 4.770.900 $ | ||
| CIBC WORLD MARKET INC. | 5.255.980 $ | -2.073.419 $ | -28,3 % | 7.329.399 $ | +2.690.093 $ | +58,0 % | 4.639.306 $ | +563.588 $ | +13,8 % | |||
| BG Investment Services, LLC | 7.312.973 $ | +161.289 $ | +2,3 % | 7.151.684 $ | -84.448 $ | -1,2 % | 7.236.132 $ | +201.712 $ | +2,9 % | |||
| SouthState Bank Corp | 7.311.094 $ | +1.208.266 $ | +19,8 % | 6.102.828 $ | -381.609 $ | -5,9 % | 6.484.437 $ | +891.391 $ | +15,9 % | |||
| Up Capital Management, Inc. | 7.299.903 $ | +1.926.223 $ | +35,8 % | 5.373.680 $ | ||||||||
| TSA Wealth Managment LLC | 7.274.235 $ | |||||||||||
| NISA INVESTMENT ADVISORS, LLC | 7.258.250 $ | +22.476 $ | +0,3 % | 7.235.774 $ | +583.177 $ | +8,8 % | 6.652.597 $ | +104.125 $ | +1,6 % | 6.548.472 $ | +314.538 $ | +5,0 % |
| Adelphi Trust Co | 7.242.652 $ | +473.167 $ | +7,0 % | 6.769.485 $ | +2.025.622 $ | +42,7 % | 4.743.863 $ | +73.962 $ | +1,6 % | 4.669.901 $ | ||
| Eagle Strategies LLC | 7.227.923 $ | +75.018 $ | +1,0 % | 7.152.905 $ | +724.636 $ | +11,3 % | 6.428.269 $ | +309.189 $ | +5,1 % | 6.119.080 $ | +107.166 $ | +1,8 % |
| Avion Wealth | 7.142.000 $ | +362.000 $ | +5,3 % | 6.780.000 $ | -396.000 $ | -5,5 % | 7.176.000 $ | -134.000 $ | -1,8 % | |||
| Snider Financial Group | 7.170.001 $ | +271.089 $ | +3,9 % | 6.898.912 $ | +1.027.343 $ | +17,5 % | 5.871.569 $ | +3.319.749 $ | +130,1 % | 2.551.820 $ | +265.770 $ | +11,6 % |
| Confluence Wealth Services, Inc. | 7.152.777 $ | +926.658 $ | +14,9 % | 6.226.119 $ | +102.662 $ | +1,7 % | 6.123.457 $ | +1.068.414 $ | +21,1 % | |||
| Rothschild Wealth LLC | 5.690.518 $ | -919.769 $ | -13,9 % | 6.610.287 $ | -514.275 $ | -7,2 % | 7.124.562 $ | +698.983 $ | +10,9 % | |||
| Cornerstone National Bank & Trust Co | 7.119.970 $ | +841.430 $ | +13,4 % | 6.278.540 $ | +3.239.720 $ | +106,6 % | 3.038.820 $ | |||||
| Parkside Financial Bank & Trust | 7.064.022 $ | +838.526 $ | +13,5 % | 6.225.496 $ | +60.708 $ | +1,0 % | 6.164.788 $ | +154.723 $ | +2,6 % | |||
| OnyxPoint Global Management LP | 7.055.706 $ | -41.926.244 $ | -85,6 % | |||||||||
| TWO SIGMA SECURITIES, LLC | 7.036.239 $ | +4.152.585 $ | +144,0 % | 2.883.654 $ | ||||||||
| Belpointe Asset Management LLC | 6.922.908 $ | -86.189 $ | -1,2 % | 7.009.097 $ | +197.172 $ | +2,9 % | 6.811.925 $ | -299.010 $ | -4,2 % | |||
| B. Riley Wealth Advisors, Inc. | 6.772.331 $ | +1.592.952 $ | +30,8 % | 5.179.379 $ | -252.328 $ | -4,6 % | 5.431.707 $ | -1.573.654 $ | -22,5 % | 7.005.361 $ | +69.347 $ | +1,0 % |
| AtlasMark Financial, Inc | 7.002.971 $ | +274.629 $ | +4,1 % | 6.728.342 $ | +1.765.906 $ | +35,6 % | 4.962.436 $ | +0 $ | +0,0 % | 4.962.436 $ | +263.194 $ | +5,6 % |
| Madison Asset Management, LLC | 6.978.098 $ | +3.849.019 $ | +123,0 % | 3.129.079 $ | +2.301.932 $ | +278,3 % | 827.147 $ | +72.090 $ | +9,5 % | |||
| LTG Capital LLC | 6.974.726 $ | +469.406 $ | +7,2 % | 6.505.320 $ | +159.644 $ | +2,5 % | 6.345.676 $ | +2.483.372 $ | +64,3 % | |||
| Bernard Wealth Management Corp. | 6.969.406 $ | +715.812 $ | +11,4 % | 6.253.594 $ | +1.719.351 $ | +37,9 % | 4.534.243 $ | +260.946 $ | +6,1 % | |||
| Elyxium Wealth, LLC | 6.949.083 $ | +567.046 $ | +8,9 % | 6.382.037 $ | +142.437 $ | +2,3 % | 6.239.600 $ | +386.219 $ | +6,6 % | |||
| Center For Asset Management LLC | 3.125.301 $ | -3.783.797 $ | -54,8 % | 6.909.098 $ | +739.657 $ | +12,0 % | 6.169.441 $ | +770.354 $ | +14,3 % | 5.399.087 $ | +574.742 $ | +11,9 % |
| Schuylkill Financial LLC | 6.907.660 $ | +100.489 $ | +1,5 % | 6.807.171 $ | ||||||||
| BRADLEY FOSTER & SARGENT INC/CT | 6.372.760 $ | +112.134 $ | +1,8 % | 6.260.626 $ | -639.984 $ | -9,3 % | 6.900.610 $ | -62.053 $ | -0,9 % | |||
| Capital Investment Advisory Services, LLC | 1.700.293 $ | +866.778 $ | +104,0 % | 833.515 $ | -6.013.442 $ | -87,8 % | 6.846.957 $ | +247.308 $ | +3,7 % | |||
| HEADINVEST, LLC | 6.816.906 $ | +727.134 $ | +11,9 % | 6.089.772 $ | +3.311.592 $ | +119,2 % | 2.778.180 $ | +523.574 $ | +23,2 % | |||
| Alliance Private Wealth, LLC | 5.372.517 $ | -568.638 $ | -9,6 % | 5.941.155 $ | -549.434 $ | -8,5 % | 6.490.589 $ | -317.400 $ | -4,7 % | 6.807.989 $ | ||
| Jump Financial, LLC | 6.804.834 $ | +3.025.388 $ | +80,0 % | 3.779.446 $ | -944.310 $ | -20,0 % | 4.723.756 $ | |||||
| Busey Bank | 6.802.804 $ | +413.833 $ | +6,5 % | 6.388.971 $ | +363.749 $ | +6,0 % | 6.025.222 $ | +528.358 $ | +9,6 % | |||
| GGM Financial LLC | 6.787.478 $ | +1.520.978 $ | +28,9 % | 5.266.500 $ | +1.562.759 $ | +42,2 % | 3.703.741 $ | +977.476 $ | +35,9 % | |||
| Carrera Capital Advisors | 6.770.457 $ | +861.857 $ | +14,6 % | 5.908.600 $ | +31.545 $ | +0,5 % | 5.877.055 $ | +349.120 $ | +6,3 % | |||
| STOCK YARDS BANK & TRUST CO | 6.768.709 $ | +1.599.807 $ | +31,0 % | 5.168.902 $ | +964.288 $ | +22,9 % | 4.204.614 $ | +422.090 $ | +11,2 % | |||
| TOUNJIAN ADVISORY PARTNERS, LLC | 35.526 $ | -6.499.430 $ | -99,5 % | 6.534.956 $ | -231.930 $ | -3,4 % | 6.766.886 $ | +87.858 $ | +1,3 % | |||
| TruNorth Capital Management, LLC | 6.303.594 $ | +23.962 $ | +0,4 % | 6.279.632 $ | +538.582 $ | +9,4 % | 5.741.050 $ | -1.018.548 $ | -15,1 % | 6.759.598 $ | +103.957 $ | +1,6 % |
| LEVEL FOUR ADVISORY SERVICES, LLC | 6.751.818 $ | +307.424 $ | +4,8 % | 6.444.394 $ | +256.550 $ | +4,1 % | 6.187.844 $ | +1.377.303 $ | +28,6 % | |||
| Telos Capital Management, Inc. | 6.748.679 $ | +334.205 $ | +5,2 % | 6.414.474 $ | -2.910 $ | -0,0 % | 6.417.384 $ | +54.142 $ | +0,9 % | |||
| Premier Private Wealth Management LLC | 6.688.136 $ | +1.305.306 $ | +24,2 % | 5.382.830 $ | -189.081 $ | -3,4 % | 5.571.911 $ | |||||
| TritonPoint Partners, LLC | 6.657.381 $ | +1.233.687 $ | +22,7 % | 5.423.694 $ | +449.006 $ | +9,0 % | 4.974.688 $ | |||||
| Prospera Financial Services Inc | 6.657.153 $ | +851.167 $ | +14,7 % | 5.805.986 $ | +75.836 $ | +1,3 % | 5.730.150 $ | -122.816 $ | -2,1 % | |||
| MOODY NATIONAL BANK TRUST DIVISION | 6.651.587 $ | -3.354 $ | -0,1 % | 6.654.941 $ | +416.880 $ | +6,7 % | 6.238.061 $ | +302.837 $ | +5,1 % | 5.935.224 $ | +142.643 $ | +2,5 % |
| Capital Investment Counsel, LLC | 6.508.416 $ | -144.998 $ | -2,2 % | 6.653.414 $ | +308.059 $ | +4,9 % | 6.345.355 $ | +110.871 $ | +1,8 % | 6.234.484 $ | +569.359 $ | +10,1 % |
| BRIGHTON JONES LLC | 6.649.841 $ | +1.094.169 $ | +19,7 % | 5.555.672 $ | +1.143.874 $ | +25,9 % | ||||||
| BOSTON RESEARCH & MANAGEMENT INC | 6.622.240 $ | +325.674 $ | +5,2 % | 6.296.566 $ | +53.897 $ | +0,9 % | 6.242.669 $ | +79.977 $ | +1,3 % | |||
| DEUTSCHE BANK AG\ | 6.619.786 $ | +334.378 $ | +5,3 % | 6.285.408 $ | -63.032 $ | -1,0 % | 6.348.440 $ | +233.945 $ | +3,8 % | |||
| Stratos Investment Management, LLC | 635.882 $ | -288.661 $ | -31,2 % | 924.543 $ | -5.689.810 $ | -86,0 % | 6.614.353 $ | -334.650 $ | -4,8 % | |||
| CITY NATIONAL BANK OF FLORIDA /MSD | 6.571.014 $ | +4.295.995 $ | +188,8 % | 2.275.019 $ | +82.623 $ | +3,8 % | 2.192.396 $ | +52.690 $ | +2,5 % | |||
| CFS Investment Advisory Services, LLC | 6.478.779 $ | -69.008 $ | -1,1 % | 6.547.787 $ | +15.799 $ | +0,2 % | 6.531.988 $ | +17.545 $ | +0,3 % | 6.514.443 $ | +165.832 $ | +2,6 % |
| BCS Private Wealth Management, Inc. | 6.526.420 $ | +409.670 $ | +6,7 % | 6.116.750 $ | +90.724 $ | +1,5 % | 6.026.026 $ | +35.163 $ | +0,6 % | |||
| Ameritas Advisory Services, LLC | 3.932.939 $ | -2.367.009 $ | -37,6 % | 6.299.948 $ | -211.834 $ | -3,3 % | 6.511.782 $ | +4.691.204 $ | +257,7 % | |||
| CARY STREET PARTNERS FINANCIAL LLC | 6.509.245 $ | +363.643 $ | +5,9 % | 6.145.602 $ | +567.711 $ | +10,2 % | 5.577.891 $ | +179.521 $ | +3,3 % | |||
| Financial Synergies Wealth Advisors, Inc. | 6.502.814 $ | +4.394 $ | +0,1 % | 6.498.420 $ | +475.127 $ | +7,9 % | 6.023.293 $ | +25.208 $ | +0,4 % | 5.998.085 $ | +155.981 $ | +2,7 % |
| Meramec Financial Planners, LLC | 6.372.194 $ | +205.524 $ | +3,3 % | 6.166.670 $ | -334.298 $ | -5,1 % | 6.500.968 $ | |||||
| Clayton Financial Group LLC | 6.493.276 $ | +135.805 $ | +2,1 % | 6.357.471 $ | +210.649 $ | +3,4 % | 6.146.822 $ | -130.249 $ | -2,1 % | 6.277.071 $ | +1.396.060 $ | +28,6 % |
| Brio Consultants, LLC | 6.461.538 $ | +155.052 $ | +2,5 % | 6.306.486 $ | -58.496 $ | -0,9 % | 6.364.982 $ | +77.536 $ | +1,2 % | |||
| Envision Financial Transparency, LLC | 6.451.183 $ | |||||||||||
| RiverGlades Family Offices LLC | 6.439.858 $ | |||||||||||
| LEUTHOLD GROUP, LLC | 6.420.445 $ | +401.648 $ | +6,7 % | 6.018.797 $ | +34.818 $ | +0,6 % | 5.983.979 $ | -552.921 $ | -8,5 % | |||
| Aprio Wealth Management, LLC | 6.410.681 $ | +225.576 $ | +3,6 % | 6.185.105 $ | -178.019 $ | -2,8 % | 6.363.124 $ | +277.740 $ | +4,6 % | |||
| PKS Advisory Services, LLC | 6.394.696 $ | -7.626 $ | -0,1 % | 6.402.322 $ | +155.882 $ | +2,5 % | 6.246.440 $ | -266.939 $ | -4,1 % | |||
| Westfuller Advisors, LLC | 6.384.320 $ | +504.563 $ | +8,6 % | 5.879.757 $ | +392.862 $ | +7,2 % | 5.486.895 $ | +987.251 $ | +21,9 % | |||
| TAGStone Capital, Inc. | 6.381.254 $ | +323.169 $ | +5,3 % | 6.058.085 $ | +111.949 $ | +1,9 % | 5.946.136 $ | +242.806 $ | +4,3 % | |||
| Stephens Consulting, LLC | 6.368.533 $ | +78.027 $ | +1,2 % | |||||||||
| Charles Schwab Trust Co | 4.866.573 $ | -952.179 $ | -16,4 % | 5.818.752 $ | +237.668 $ | +4,3 % | 5.581.084 $ | -757.604 $ | -12,0 % | 6.338.688 $ | -590.059 $ | -8,5 % |
| ADE, LLC | 6.325.997 $ | +407.471 $ | +6,9 % | 5.918.526 $ | +121.926 $ | +2,1 % | 5.796.600 $ | +393.670 $ | +7,3 % | |||
| Vigilare Wealth Management | 835.996 $ | -2.071.849 $ | -71,3 % | 2.907.845 $ | -3.394.007 $ | -53,9 % | 6.301.852 $ | -2.431.069 $ | -27,8 % | |||
| SAPIENT CAPITAL LLC | 6.299.365 $ | +493.521 $ | +8,5 % | 5.805.844 $ | +693.322 $ | +13,6 % | 5.112.522 $ | +364.849 $ | +7,7 % | 4.747.673 $ | +209.502 $ | +4,6 % |
| One Degree Advisors Inc | 6.286.000 $ | +574.000 $ | +10,0 % | 5.712.000 $ | +255.000 $ | +4,7 % | 5.457.000 $ | +464.000 $ | +9,3 % | |||
| FIDUCIARY FINANCIAL ADVISORS | 6.283.529 $ | +3.109.238 $ | +98,0 % | 3.174.291 $ | ||||||||
| Gold Investment Management Ltd. | 6.275.208 $ | +333.800 $ | +5,6 % | 5.941.408 $ | +913.824 $ | +18,2 % | 5.027.584 $ | +632.235 $ | +14,4 % | 4.395.349 $ | +795.383 $ | +22,1 % |
| PFG Investments, LLC | 6.261.082 $ | +721.932 $ | +13,0 % | 5.539.150 $ | +181.716 $ | +3,4 % | 5.357.434 $ | +1.037.926 $ | +24,0 % | |||
| CrossGen Wealth, LLC | 6.218.280 $ | +3.755.935 $ | +152,5 % | 2.462.345 $ | +912.431 $ | +58,9 % | 1.549.914 $ | |||||
| Mach-1 Financial Group, LLC | 6.213.281 $ | +959.372 $ | +18,3 % | 5.253.909 $ | +727.693 $ | +16,1 % | 4.526.216 $ | +4.195.985 $ | +1.270,6 % | |||
| Emerald Advisors, LLC | 2.819.105 $ | -174.722 $ | -5,8 % | 2.993.827 $ | -793.186 $ | -20,9 % | 3.787.013 $ | -2.393.756 $ | -38,7 % | 6.180.769 $ | -2.635.024 $ | -29,9 % |
| Fortis Capital Advisors, LLC | 5.953.144 $ | -167.113 $ | -2,7 % | 6.120.257 $ | +180.494 $ | +3,0 % | 5.939.763 $ | -210.572 $ | -3,4 % | |||
| HOWE & RUSLING INC | 6.103.481 $ | +883.714 $ | +16,9 % | 5.219.767 $ | +529.122 $ | +11,3 % | 4.690.645 $ | +392.198 $ | +9,1 % | |||
| SoundView Advisors Inc. | 6.053.000 $ | +388.000 $ | +6,8 % | 5.665.000 $ | -67.000 $ | -1,2 % | 5.732.000 $ | |||||
| VANGUARD GROUP INC | 6.045.316 $ | +602.428 $ | +11,1 % | |||||||||
| Ducere Wealth Management LLC | 2.505.784 $ | -3.534.438 $ | -58,5 % | 6.040.222 $ | +524.953 $ | +9,5 % | 5.515.269 $ | |||||
| Atlanta Consulting Group Advisors, LLC | 6.004.958 $ | +425.504 $ | +7,6 % | 5.579.454 $ | -457.396 $ | -7,6 % | 6.036.850 $ | +1.050.489 $ | +21,1 % | |||
| Marietta Wealth Management, LLC | 5.846.920 $ | -185.467 $ | -3,1 % | 6.032.387 $ | +375.167 $ | +6,6 % | 5.657.220 $ | -81.460 $ | -1,4 % | 5.738.680 $ | -45.782 $ | -0,8 % |
| CAHABA WEALTH MANAGEMENT, INC. | 6.030.189 $ | +421.198 $ | +7,5 % | 5.608.991 $ | -57.785 $ | -1,0 % | 5.666.776 $ | +167.952 $ | +3,1 % | |||
| SELDON CAPITAL LP | 6.029.007 $ | +377.672 $ | +6,7 % | 5.651.335 $ | +66.794 $ | +1,2 % | 5.584.541 $ | +134.214 $ | +2,5 % | |||
| Greykasell Wealth Strategies, Inc. | 5.998.520 $ | +577.959 $ | +10,7 % | 5.420.561 $ | +103.029 $ | +1,9 % | 5.317.532 $ | +412.361 $ | +8,4 % | |||
| Brooklyn Investment Group | 5.993.054 $ | +761.193 $ | +14,5 % | 5.231.861 $ | +4.047.038 $ | +341,6 % | ||||||
| Good Steward Wealth Advisors,LLC | 5.952.032 $ | +454.417 $ | +8,3 % | 5.497.615 $ | +555.845 $ | +11,2 % | 4.941.770 $ | +831.739 $ | +20,2 % | |||
| MATTERS CAPITAL LLC | 5.941.373 $ | +382.084 $ | +6,9 % | 5.559.289 $ | +91.829 $ | +1,7 % | 5.467.460 $ | |||||
| Bowman & Co S.C. | 5.916.224 $ | +21.117 $ | +0,4 % | |||||||||
| A4 Wealth Advisors LLC | 5.891.563 $ | |||||||||||
| GENTRY PRIVATE WEALTH, LLC | 5.880.853 $ | +1.127.123 $ | +23,7 % | 4.753.730 $ | +665.050 $ | +16,3 % | 4.088.680 $ | +1.510.852 $ | +58,6 % | |||
| INVESTMENT PARTNERS, LTD. | 5.861.022 $ | +347.482 $ | +6,3 % | 5.513.540 $ | -9.981 $ | -0,2 % | 5.523.521 $ | +110.998 $ | +2,1 % | |||
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 5.851.395 $ | +366.545 $ | +6,7 % | 5.484.850 $ | +71.536 $ | +1,3 % | 5.413.314 $ | +131.409 $ | +2,5 % | |||
| Traveka Wealth, LLC | 5.830.583 $ | +198.853 $ | +3,5 % | 5.631.730 $ | +469.448 $ | +9,1 % | 5.162.282 $ | +88.031 $ | +1,7 % | 5.074.251 $ | +215.971 $ | +4,4 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5.053.024 $ | -764.217 $ | -13,1 % | 5.817.241 $ | +331.768 $ | +6,0 % | 5.485.473 $ | +60.430 $ | +1,1 % | |||
| OPPENHEIMER & CO INC | 5.809.384 $ | +514.737 $ | +9,7 % | 5.294.647 $ | +330.243 $ | +6,7 % | 4.964.404 $ | +286.509 $ | +6,1 % | |||
| Segment Wealth Management, LLC | 5.796.056 $ | +319.625 $ | +5,8 % | 5.476.431 $ | +365.581 $ | +7,2 % | 5.110.850 $ | +122.830 $ | +2,5 % | |||
| Renasant Bank | 5.792.579 $ | +520.021 $ | +9,9 % | 5.272.558 $ | +2.480.333 $ | +88,8 % | 2.792.225 $ | +765.760 $ | +37,8 % | |||
| Aptus Capital Advisors, LLC | 5.780.409 $ | +1.434.335 $ | +33,0 % | 4.346.074 $ | -93.736 $ | -2,1 % | 4.439.810 $ | -179.672.008 $ | -97,6 % | |||
| Fiduciary Group, LLC | 5.773.927 $ | +228.667 $ | +4,1 % | 5.545.260 $ | +76.545 $ | +1,4 % | 5.468.715 $ | +162.487 $ | +3,1 % | |||
| STACKSTONE WEALTH, LLC | 5.767.170 $ | |||||||||||
| Ellevest, Inc. | 5.759.626 $ | +414.681 $ | +7,8 % | 5.344.945 $ | +1.357 $ | +0,0 % | 5.343.588 $ | +200.007 $ | +3,9 % | |||
| Kaydan Wealth Management, Inc. | 5.484.950 $ | -270.245 $ | -4,7 % | 5.755.195 $ | +465.883 $ | +8,8 % | 5.289.312 $ | +293.770 $ | +5,9 % | 4.995.542 $ | +231.199 $ | +4,9 % |
| ORRSTOWN FINANCIAL SERVICES INC | 5.753.606 $ | +36.649 $ | +0,6 % | 5.716.957 $ | +552.311 $ | +10,7 % | 5.164.646 $ | +632.423 $ | +14,0 % | 4.532.223 $ | +273.503 $ | +6,4 % |
| GeoWealth Management, LLC | 5.251.284 $ | -490.066 $ | -8,5 % | 5.741.350 $ | +430.626 $ | +8,1 % | 5.310.724 $ | -97.365 $ | -1,8 % | |||
| Parkwoods Wealth Partners, LLC | 5.726.618 $ | |||||||||||
| Financial & Tax Architects, LLC | 5.723.574 $ | +5.476.156 $ | +2.213,3 % | 247.418 $ | ||||||||
| TRUE Private Wealth Advisors | 5.454.302 $ | +43.932 $ | +0,8 % | 5.410.370 $ | -296.226 $ | -5,2 % | 5.706.596 $ | +2.064.643 $ | +56,7 % | 3.641.953 $ | +85.741 $ | +2,4 % |
| TD Waterhouse Canada Inc. | 5.705.783 $ | +53.554 $ | +0,9 % | 5.652.229 $ | +249.492 $ | +4,6 % | 5.402.737 $ | +374.548 $ | +7,4 % | 5.028.189 $ | +10.301 $ | +0,2 % |
| EverSource Wealth Advisors, LLC | 5.418.578 $ | -249.859 $ | -4,4 % | 5.668.437 $ | +678.101 $ | +13,6 % | 4.990.336 $ | +813.997 $ | +19,5 % | |||
| TRANSCEND CAPITAL ADVISORS, LLC | 5.656.028 $ | +331.588 $ | +6,2 % | 5.324.440 $ | +483.704 $ | +10,0 % | 4.840.736 $ | +58.791 $ | +1,2 % | |||
| Joel Adams & Associates, Inc. | 5.641.940 $ | +479.754 $ | +9,3 % | 5.162.186 $ | +16.483 $ | +0,3 % | 5.145.703 $ | +407.192 $ | +8,6 % | |||
| Roble, Belko & Company, Inc | 3.393.000 $ | +208.000 $ | +6,5 % | 3.185.000 $ | -2.455.000 $ | -43,5 % | 5.640.000 $ | +136.000 $ | +2,5 % | |||
| Wilmington Savings Fund Society, FSB | 5.636.119 $ | +547.246 $ | +10,8 % | 5.088.873 $ | +346.241 $ | +7,3 % | 4.742.632 $ | +2.418.877 $ | +104,1 % | |||
| West Family Investments, Inc. | 5.624.143 $ | |||||||||||
| Box Hill Private Wealth LLC | 5.610.014 $ | +632.292 $ | +12,7 % | 4.977.722 $ | +457.698 $ | +10,1 % | 4.520.024 $ | +1.002.893 $ | +28,5 % | 3.517.131 $ | ||
| MACKENZIE FINANCIAL CORP | 1.819.664 $ | -3.624.720 $ | -66,6 % | 5.444.384 $ | +2.229.062 $ | +69,3 % | 3.215.322 $ | -13.723.604 $ | -81,0 % | |||
| Merkkuri Wealth Advisors LLC | 5.440.626 $ | +882.646 $ | +19,4 % | 4.557.980 $ | +55.219 $ | +1,2 % | 4.502.761 $ | -12.093 $ | -0,3 % | |||
| Fisher Asset Management, LLC | 4.255.052 $ | -1.175.287 $ | -21,6 % | 5.430.339 $ | +3.999.970 $ | +279,6 % | 1.430.369 $ | +321.384 $ | +29,0 % | |||
| William Howard & Co Financial Advisors Inc | 5.409.780 $ | +364.250 $ | +7,2 % | 5.045.530 $ | +30.828 $ | +0,6 % | 5.014.702 $ | +204.617 $ | +4,3 % | |||
| Canvas Wealth Advisors, LLC | 4.672.100 $ | +207.588 $ | +4,6 % | 4.464.512 $ | -933.614 $ | -17,3 % | 5.398.126 $ | +173.559 $ | +3,3 % | |||
| Hamilton Wealth, LLC | 5.391.359 $ | +1.109.227 $ | +25,9 % | 4.282.132 $ | +1.126.279 $ | +35,7 % | 3.155.853 $ | +114.834 $ | +3,8 % | |||
| Crusonia Wealth Advisors LLC | 5.368.061 $ | +629.929 $ | +13,3 % | 4.738.132 $ | +77.382 $ | +1,7 % | 4.660.750 $ | |||||
| LIBERTY WEALTH MANAGEMENT LLC | 5.027.941 $ | +0 $ | +0,0 % | 5.027.941 $ | -314.147 $ | -5,9 % | 5.342.088 $ | -44.787 $ | -0,8 % | |||
| PCM Encore, LLC | 4.891.548 $ | -448.603 $ | -8,4 % | 5.340.151 $ | +55.931 $ | +1,1 % | 5.284.220 $ | |||||
| ABC ARBITRAGE SA | 5.329.758 $ | -3.308.781 $ | -38,3 % | |||||||||
| Wright Wealth LLC | 5.324.785 $ | +368.955 $ | +7,4 % | 4.955.830 $ | +109.477 $ | +2,3 % | 4.846.353 $ | |||||
| Eley Financial Management, Inc | 5.324.069 $ | +380.497 $ | +7,7 % | 4.943.572 $ | +190.383 $ | +4,0 % | 4.753.189 $ | +250.787 $ | +5,6 % | |||
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 5.310.149 $ | +860.002 $ | +19,3 % | 4.450.147 $ | +900.857 $ | +25,4 % | 3.549.290 $ | +938.775 $ | +36,0 % | |||
| SMITH SHELLNUT WILSON LLC /ADV | 5.242.467 $ | +16.233 $ | +0,3 % | 5.226.234 $ | -80.816 $ | -1,5 % | 5.307.050 $ | +29.984 $ | +0,6 % | 5.277.066 $ | +122.022 $ | +2,4 % |
| CAMBIENT FAMILY OFFICE, LLC | 5.296.351 $ | +491.290 $ | +10,2 % | 4.805.061 $ | +82.557 $ | +1,7 % | 4.722.504 $ | |||||
| PW Nova Financial Services LLC | 5.279.474 $ | +2.429.299 $ | +85,2 % | 2.850.175 $ | +749.411 $ | +35,7 % | 2.100.764 $ | +262.764 $ | +14,3 % | 1.838.000 $ | ||
| Allie Family Office LLC | 5.217.290 $ | -45.466 $ | -0,9 % | 5.262.756 $ | +760.073 $ | +16,9 % | 4.502.683 $ | +85.268 $ | +1,9 % | |||
| Financial Planning Navigators CORP | 5.256.702 $ | +679.975 $ | +14,9 % | 4.576.727 $ | +764.999 $ | +20,1 % | 3.811.728 $ | +973.020 $ | +34,3 % | 2.838.708 $ | ||
| Able Wealth Management LLC | 5.251.703 $ | |||||||||||
| Old Port Advisors | 5.245.923 $ | +469.015 $ | +9,8 % | 4.776.908 $ | +193.239 $ | +4,2 % | 4.583.669 $ | +214.323 $ | +4,9 % | |||
| Tanglewood Wealth Management, Inc. | 5.242.266 $ | +328.388 $ | +6,7 % | 4.913.878 $ | -74.769 $ | -1,5 % | 4.988.647 $ | +96.406 $ | +2,0 % | |||
| FFT WEALTH MANAGEMENT LLC | 5.231.727 $ | +1.919.567 $ | +58,0 % | 3.312.160 $ | +2.271.931 $ | +218,4 % | 1.040.229 $ | +33.918 $ | +3,4 % | |||
| Boyd Wealth Management, LLC | 5.222.995 $ | +113.044 $ | +2,2 % | 5.109.951 $ | +573.131 $ | +12,6 % | 4.536.820 $ | +51.296 $ | +1,1 % | 4.485.524 $ | +162.806 $ | +3,8 % |
| Palisade Asset Management, LLC | 5.219.183 $ | +510.355 $ | +10,8 % | 4.708.828 $ | +133.486 $ | +2,9 % | 4.575.342 $ | +259.608 $ | +6,0 % | |||
| WEALTH ALLIANCE, LLC | 5.139.468 $ | +380.648 $ | +8,0 % | 4.758.820 $ | -455.868 $ | -8,7 % | 5.214.688 $ | +444.846 $ | +9,3 % | |||
| Prism Advisors, Inc. | 5.115.431 $ | -74.585 $ | -1,4 % | 5.190.016 $ | +285.553 $ | +5,8 % | 4.904.463 $ | +58.057 $ | +1,2 % | 4.846.406 $ | +104.720 $ | +2,2 % |
| Fortitude Family Office, LLC | 5.187.924 $ | +16.065 $ | +0,3 % | 5.171.859 $ | +323.977 $ | +6,7 % | 4.847.882 $ | +57.299 $ | +1,2 % | 4.790.583 $ | +206.546 $ | +4,5 % |
| Hofer & Associates. Inc | 3.637.506 $ | -1.540.216 $ | -29,7 % | 5.177.722 $ | +517.512 $ | +11,1 % | 4.660.210 $ | +175.404 $ | +3,9 % | 4.484.806 $ | +212.989 $ | +5,0 % |
| Mutual Advisors, LLC | 5.165.525 $ | +446.355 $ | +9,5 % | 4.719.170 $ | +262.532 $ | +5,9 % | 4.456.638 $ | +66.754 $ | +1,5 % | |||
| CITADEL ADVISORS LLC | 4.687.703 $ | -463.080 $ | -9,0 % | 5.150.783 $ | +4.140.145 $ | +409,7 % | 1.010.638 $ | -53.277.455 $ | -98,1 % | |||
| High Net Worth Advisory Group LLC | 5.139.446 $ | +337.247 $ | +7,0 % | 4.802.199 $ | +16.591 $ | +0,3 % | 4.785.608 $ | +143.944 $ | +3,1 % | |||
| FIFTH THIRD SECURITIES, INC. | 5.138.055 $ | +2.462.982 $ | +92,1 % | 2.675.073 $ | -544.445 $ | -16,9 % | 3.219.518 $ | +3.011.336 $ | +1.446,5 % | |||
| OPTIMA CAPITAL LLC | 754.869 $ | +208.883 $ | +38,3 % | 545.986 $ | -4.576.762 $ | -89,3 % | 5.122.748 $ | +645.753 $ | +14,4 % | |||
| Trivium Point Advisory, LLC | 5.073.255 $ | +351.141 $ | +7,4 % | 4.722.114 $ | +36.471 $ | +0,8 % | 4.685.643 $ | +159.781 $ | +3,5 % | |||
| Koshinski Asset Management, Inc. | 5.061.922 $ | +51.194 $ | +1,0 % | 5.010.728 $ | +73.179 $ | +1,5 % | 4.937.549 $ | +69.037 $ | +1,4 % | |||
| FAS Wealth Partners, Inc. | 5.040.920 $ | +387.808 $ | +8,3 % | 4.653.112 $ | +44.172 $ | +1,0 % | 4.608.940 $ | +185.765 $ | +4,2 % | |||
| AAF Wealth Management, LLC | 4.983.867 $ | +241.877 $ | +5,1 % | 4.741.990 $ | -298.070 $ | -5,9 % | 5.040.060 $ | +123.661 $ | +2,5 % | |||
| Diversified Enterprises, LLC | 5.029.205 $ | +398.552 $ | +8,6 % | 4.630.653 $ | +299.124 $ | +6,9 % | 4.331.529 $ | +301.835 $ | +7,5 % | 4.029.694 $ | +804.371 $ | +24,9 % |
| Ewing Morris & Co. Investment Partners Ltd. | 5.021.387 $ | |||||||||||
| MACROVIEW INVESTMENT MANAGEMENT LLC | 5.010.261 $ | +430.758 $ | +9,4 % | 4.579.503 $ | +247.182 $ | +5,7 % | 4.332.321 $ | -16.592 $ | -0,4 % | |||
| SteelPeak Wealth, LLC | 4.594.244 $ | -385.228 $ | -7,7 % | 4.979.472 $ | +392.950 $ | +8,6 % | 4.586.522 $ | +3.584.301 $ | +357,6 % | 1.002.221 $ | +516.078 $ | +106,2 % |
| Legacy Financial Advisors, Inc. | 4.870.324 $ | +168.085 $ | +3,6 % | 4.702.239 $ | -254.688 $ | -5,1 % | 4.956.927 $ | -112.314 $ | -2,2 % | |||
| OKABENA INVESTMENT SERVICES INC | 4.950.884 $ | +337.023 $ | +7,3 % | 4.613.861 $ | +302.336 $ | +7,0 % | 4.311.525 $ | +105.104 $ | +2,5 % | |||
| Princeton Global Asset Management LLC | 4.934.261 $ | +94.796 $ | +2,0 % | 4.839.465 $ | +577.773 $ | +13,6 % | 4.261.692 $ | +905.161 $ | +27,0 % | 3.356.531 $ | +97.800 $ | +3,0 % |
| NorthRock Partners, LLC | 4.875.792 $ | +241.031 $ | +5,2 % | 4.634.761 $ | -298.252 $ | -6,0 % | 4.933.013 $ | +605.687 $ | +14,0 % | |||
| LM Advisors LLC | 4.926.000 $ | +4.881.572 $ | +10.987,6 % | 44.428 $ | +9.388 $ | +26,8 % | 35.040 $ | -2.964.960 $ | -98,8 % | |||
| Choate Investment Advisors | 4.913.797 $ | +360.953 $ | +7,9 % | 4.552.844 $ | +574.468 $ | +14,4 % | 3.978.376 $ | +99.456 $ | +2,6 % | |||
| Operose Advisors LLC | 4.913.632 $ | +2.052.419 $ | +71,7 % | 2.861.213 $ | +164.249 $ | +6,1 % | 2.696.964 $ | +104.197 $ | +4,0 % | |||
| Trust Point Inc. | 4.890.906 $ | +412.747 $ | +9,2 % | 4.478.159 $ | +312.099 $ | +7,5 % | 4.166.060 $ | -130.119 $ | -3,0 % | |||
| Ellis Investment Partners, LLC | 4.890.623 $ | +11.253 $ | +0,2 % | 4.879.370 $ | +562.765 $ | +13,0 % | 4.316.605 $ | +133.758 $ | +3,2 % | 4.182.847 $ | +262.333 $ | +6,7 % |
| Rinkey Investments | 4.866.376 $ | +305.203 $ | +6,7 % | 4.561.173 $ | +53.910 $ | +1,2 % | 4.507.263 $ | +108.323 $ | +2,5 % | |||
| Fi3 FINANCIAL ADVISORS, LLC | 281.908 $ | -3.747.272 $ | -93,0 % | 4.029.180 $ | -822.376 $ | -17,0 % | 4.851.556 $ | +866.558 $ | +21,7 % | |||
| Element Wealth, LLC | 4.847.963 $ | +353.055 $ | +7,9 % | 4.494.908 $ | +271.856 $ | +6,4 % | 4.223.052 $ | +11.475 $ | +0,3 % | |||
| JOHNSON INVESTMENT COUNSEL INC | 4.836.075 $ | +515.092 $ | +11,9 % | 4.320.983 $ | +1.231.675 $ | +39,9 % | 3.089.308 $ | +527.745 $ | +20,6 % | |||
| Avior Wealth Management, LLC | 4.531.266 $ | -87.184 $ | -1,9 % | 4.618.450 $ | +117.169 $ | +2,6 % | 4.501.281 $ | -316.844 $ | -6,6 % | 4.818.125 $ | +99.414 $ | +2,1 % |
| Sage Mountain Advisors LLC | 4.791.185 $ | +493.124 $ | +11,5 % | 4.298.061 $ | +534.958 $ | +14,2 % | 3.763.103 $ | +103.784 $ | +2,8 % | |||
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 3.546.746 $ | -424.224 $ | -10,7 % | 3.970.970 $ | -816.445 $ | -17,1 % | 4.787.415 $ | +227.753 $ | +5,0 % | |||
| Patten Group, Inc. | 4.779.263 $ | +124.846 $ | +2,7 % | 4.654.417 $ | +120.855 $ | +2,7 % | 4.533.562 $ | +240.373 $ | +5,6 % | |||
| FDx Advisors, Inc. | 3.865.000 $ | -913.000 $ | -19,1 % | 4.778.000 $ | -1.631.000 $ | -25,4 % | ||||||
| Russell Investments Group, Ltd. | 4.771.814 $ | +1.902.671 $ | +66,3 % | 2.869.143 $ | -234.446 $ | -7,6 % | 3.103.589 $ | +1.319.220 $ | +73,9 % | |||
| Wakefield Asset Management LLLP | 4.767.040 $ | +524.238 $ | +12,4 % | 4.242.802 $ | +10.963 $ | +0,3 % | 4.231.839 $ | +117.592 $ | +2,9 % | |||
| Linscomb Wealth, Inc. | 4.761.639 $ | +2.994.327 $ | +169,4 % | 1.767.312 $ | +1.565.979 $ | +777,8 % | 201.333 $ | -22.664 $ | -10,1 % | |||
| Essex Financial Services, Inc. | 4.756.567 $ | +1.028.262 $ | +27,6 % | 3.728.305 $ | +452.984 $ | +13,8 % | 3.275.321 $ | +309.170 $ | +10,4 % | |||
| Henderson Brothers Financial Partners, LLC | 2.815.230 $ | -1.928.595 $ | -40,7 % | 4.743.825 $ | ||||||||
| Soltis Investment Advisors LLC | 4.718.854 $ | +861.776 $ | +22,3 % | 3.857.078 $ | +215.474 $ | +5,9 % | 3.641.604 $ | +146.524 $ | +4,2 % | |||
| RFG Advisory, LLC | 4.708.636 $ | +381.886 $ | +8,8 % | 4.326.750 $ | +2.252.883 $ | +108,6 % | 2.073.867 $ | -250.621 $ | -10,8 % | |||
| Quadrature Capital Ltd | 4.684.126 $ | +4.061.383 $ | +652,2 % | |||||||||
| Inspire Advisors, LLC | 4.677.933 $ | +433.047 $ | +10,2 % | 4.244.886 $ | +5.082 $ | +0,1 % | 4.239.804 $ | +728.611 $ | +20,8 % | |||
| Invera Wealth Advisors, LLC | 4.674.279 $ | +297.244 $ | +6,8 % | 4.377.035 $ | -104.016 $ | -2,3 % | 4.481.051 $ | -152.665 $ | -3,3 % | |||
| Rock Creek Group LLC | 4.646.359 $ | +292.862 $ | +6,7 % | 4.353.497 $ | -305.043 $ | -6,5 % | 4.658.540 $ | -762.887 $ | -14,1 % | |||
| Sound View Wealth Advisors Group, LLC | 4.638.849 $ | +88.716 $ | +1,9 % | 4.550.133 $ | +180.544 $ | +4,1 % | 4.369.589 $ | +87.435 $ | +2,0 % | |||
| Purewater Capital LLC | 4.635.821 $ | +1.513.905 $ | +48,5 % | 3.121.916 $ | ||||||||
| Claro Advisors Inc. | 4.622.618 $ | -12.206 $ | -0,3 % | 4.634.824 $ | +2.166.863 $ | +87,8 % | 2.467.961 $ | +296.937 $ | +13,7 % | |||
| SIGNET FINANCIAL MANAGEMENT, LLC | 4.597.399 $ | -33.422 $ | -0,7 % | 4.630.821 $ | +43.890 $ | +1,0 % | ||||||
| New Hampshire Trust | 4.521.196 $ | -84.994 $ | -1,8 % | 4.606.190 $ | +320.590 $ | +7,5 % | 4.285.600 $ | +419.496 $ | +10,9 % | 3.866.104 $ | +710.633 $ | +22,5 % |
| TITLEIST ASSET MANAGEMENT, LLC | 4.602.080 $ | +829.320 $ | +22,0 % | 3.772.760 $ | +740.018 $ | +24,4 % | 3.032.742 $ | +2.414.225 $ | +390,3 % | 618.517 $ | +392.788 $ | +174,0 % |
| PMG Wealth Management, Inc. | 659.703 $ | +5.538 $ | +0,8 % | 654.165 $ | -3.944.969 $ | -85,8 % | 4.599.134 $ | +184.603 $ | +4,2 % | |||
| JT Stratford LLC | 4.592.958 $ | +693.559 $ | +17,8 % | 3.899.399 $ | +144.047 $ | +3,8 % | 3.755.352 $ | |||||
| REDW Wealth LLC | 4.428.386 $ | +105.578 $ | +2,4 % | 4.322.808 $ | -260.943 $ | -5,7 % | 4.583.751 $ | -245.802 $ | -5,1 % | |||
| CVA Family Office, LLC | 4.542.202 $ | -39.430 $ | -0,9 % | 4.581.632 $ | +381.613 $ | +9,1 % | 4.200.019 $ | +125.340 $ | +3,1 % | |||
| North Star Investment Management Corp. | 4.570.668 $ | +408.314 $ | +9,8 % | 4.162.354 $ | +276.460 $ | +7,1 % | 3.885.894 $ | +540.234 $ | +16,1 % | |||
| Helium Advisors LLC | 4.536.475 $ | +523.380 $ | +13,0 % | 4.013.095 $ | -269.261 $ | -6,3 % | 4.282.356 $ | -2.736.065 $ | -39,0 % | |||
| Schiavi & Co LLC | 4.531.244 $ | +232.970 $ | +5,4 % | 4.298.274 $ | +111.278 $ | +2,7 % | 4.186.996 $ | +55.574 $ | +1,3 % | |||
| PLIMOTH TRUST CO LLC | 4.520.813 $ | +741.819 $ | +19,6 % | 3.778.994 $ | +755.514 $ | +25,0 % | 3.023.480 $ | +685.318 $ | +29,3 % | |||
| Global Trust Wealth Management LLC | 4.508.505 $ | +441 $ | +0,0 % | 4.508.064 $ | +251.163 $ | +5,9 % | 4.256.901 $ | -98.549 $ | -2,3 % | 4.355.450 $ | ||
| Clarus Wealth Advisors | 4.488.020 $ | +166.590 $ | +3,9 % | 4.321.430 $ | +329.204 $ | +8,2 % | 3.992.226 $ | |||||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 4.481.548 $ | +301.206 $ | +7,2 % | 4.180.342 $ | +86.445 $ | +2,1 % | 4.093.897 $ | +84.716 $ | +2,1 % | |||
| SkyView Investment Advisors, LLC | 4.453.000 $ | +54.000 $ | +1,2 % | 4.399.000 $ | +106.000 $ | +2,5 % | ||||||
| BEAM WEALTH ADVISORS, INC. | 4.379.555 $ | +172.594 $ | +4,1 % | 4.206.961 $ | +308.163 $ | +7,9 % | 3.898.798 $ | +240.641 $ | +6,6 % | |||
| Vilga Financial Planning LLC | 4.366.382 $ | -6.857 $ | -0,2 % | 4.373.239 $ | +388.561 $ | +9,8 % | 3.984.678 $ | +44.681 $ | +1,1 % | 3.939.997 $ | ||
| Centerpoint Advisors, LLC | 4.372.000 $ | +244.000 $ | +5,9 % | 4.128.000 $ | +23.000 $ | +0,6 % | 4.105.000 $ | +96.000 $ | +2,4 % | |||
| Hamilton Capital Partners Inc. | 4.327.363 $ | |||||||||||
| Advisor OS, LLC | 887.664 $ | -3.368.797 $ | -79,1 % | 4.256.461 $ | +3.594.749 $ | +543,2 % | 661.712 $ | +118.605 $ | +21,8 % | |||
| PACK Private Wealth, LLC | 4.224.699 $ | +264.645 $ | +6,7 % | 3.960.054 $ | +46.805 $ | +1,2 % | 3.913.249 $ | +94.048 $ | +2,5 % | |||
| Pinnacle Bancorp, Inc. | 4.223.829 $ | +437.741 $ | +11,6 % | 3.786.088 $ | +603.689 $ | +19,0 % | 3.182.399 $ | +322.902 $ | +11,3 % | 2.859.497 $ | -1.104 $ | -0,0 % |
| Vanguard National Trust Co | 4.217.262 $ | +235.753 $ | +5,9 % | 3.981.509 $ | ||||||||
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 4.210.390 $ | +375.484 $ | +9,8 % | 3.834.906 $ | +314.935 $ | +8,9 % | 3.519.971 $ | +49.280 $ | +1,4 % | |||
| Wilshire Advisors LLC | 3.972.142 $ | +183.099 $ | +4,8 % | 3.789.043 $ | -403.321 $ | -9,6 % | 4.192.364 $ | -85.215 $ | -2,0 % | |||
| CERTUITY, LLC | 4.171.558 $ | +460.100 $ | +12,4 % | 3.711.458 $ | -224.066 $ | -5,7 % | 3.935.524 $ | +1.996.718 $ | +103,0 % | |||
| Focus Financial Network, Inc. | 4.167.878 $ | +2.632.349 $ | +171,4 % | 1.535.529 $ | +74.846 $ | +5,1 % | 1.460.683 $ | -150.205 $ | -9,3 % | 1.610.888 $ | +87.958 $ | +5,8 % |
| M Holdings Securities, Inc. | 4.143.000 $ | +353.000 $ | +9,3 % | 3.790.000 $ | +182.000 $ | +5,0 % | 3.608.000 $ | +1.397.000 $ | +63,2 % | |||
| JPL Wealth Management, LLC | 4.139.068 $ | +327.575 $ | +8,6 % | 3.811.493 $ | -74.111 $ | -1,9 % | 3.885.604 $ | -1.030.040 $ | -21,0 % | |||
| Birchcreek Wealth Management, LLC | 4.093.866 $ | +294.386 $ | +7,7 % | 3.799.480 $ | +118.149 $ | +3,2 % | 3.681.331 $ | -7.223.726 $ | -66,2 % | |||
| WealthPLAN Partners, LLC | 4.076.228 $ | +915.145 $ | +29,0 % | 3.161.083 $ | +1.623.160 $ | +105,5 % | 1.537.923 $ | +1.108.605 $ | +258,2 % | 429.318 $ | ||
| INDEPENDENT FINANCIAL GROUP, LLC | 4.070.852 $ | +254.732 $ | +6,7 % | 3.816.120 $ | +1.793.247 $ | +88,6 % | 2.022.873 $ | +108.693 $ | +5,7 % | 1.914.180 $ | +178.540 $ | +10,3 % |
| ISLAY CAPITAL MANAGEMENT, LLC | 325.420 $ | -2.798.170 $ | -89,6 % | 3.123.590 $ | -921.109 $ | -22,8 % | 4.044.699 $ | +1.181.800 $ | +41,3 % | 2.862.899 $ | +831.195 $ | +40,9 % |
| BEARING POINT CAPITAL, LLC | 4.023.330 $ | +818.568 $ | +25,5 % | 3.204.762 $ | -208.137 $ | -6,1 % | 3.412.899 $ | +374.511 $ | +12,3 % | |||
| BRIDGES INVESTMENT MANAGEMENT INC | 3.999.957 $ | +287.412 $ | +7,7 % | 3.712.545 $ | -116.433 $ | -3,0 % | 3.828.978 $ | +267.777 $ | +7,5 % | |||
| Madison Wealth Partners, Inc | 3.970.140 $ | +443.842 $ | +12,6 % | 3.526.298 $ | +58.017 $ | +1,7 % | 3.468.281 $ | +133.990 $ | +4,0 % | |||
| Jefferies Financial Group Inc. | 3.935.298 $ | +305.802 $ | +8,4 % | 3.629.496 $ | ||||||||
| STRATEGY ASSET MANAGERS LLC | 3.927.754 $ | +218.028 $ | +5,9 % | 3.709.726 $ | +514.152 $ | +16,1 % | 3.195.574 $ | +226.314 $ | +7,6 % | 2.969.260 $ | +190.357 $ | +6,9 % |
| Sierra Capital LLC | 3.898.645 $ | +244.645 $ | +6,7 % | 3.654.000 $ | -7.000 $ | -0,2 % | 3.661.000 $ | +88.000 $ | +2,5 % | |||
| Heritage Family Offices, LLP | 2.763.835 $ | -69.845 $ | -2,5 % | 2.833.680 $ | -1.064.282 $ | -27,3 % | 3.897.962 $ | +538.598 $ | +16,0 % | |||
| Advisory Solutions Group, LLC | 3.897.068 $ | +1.077.640 $ | +38,2 % | 2.819.428 $ | ||||||||
| BWM Planning, LLC | 3.894.138 $ | +257.880 $ | +7,1 % | 3.636.258 $ | +42.978 $ | +1,2 % | 3.593.280 $ | +128.931 $ | +3,7 % | |||
| Stolper Co | 440.000 $ | -2.000 $ | -0,5 % | 442.000 $ | -3.434.000 $ | -88,6 % | 3.876.000 $ | +3.466.000 $ | +845,4 % | 410.000 $ | +2.000 $ | +0,5 % |
| CSM Advisors, LLC | 3.827.000 $ | -38.000 $ | -1,0 % | 3.865.000 $ | +47.000 $ | +1,2 % | 3.818.000 $ | +91.000 $ | +2,4 % | |||
| Intrua Financial, LLC | 3.842.780 $ | +76.753 $ | +2,0 % | 3.766.027 $ | +21.650 $ | +0,6 % | 3.744.377 $ | +11.834 $ | +0,3 % | |||
| 2UniFi Bank | 3.826.250 $ | +25.810 $ | +0,7 % | 3.800.440 $ | +1.999.060 $ | +111,0 % | ||||||
| Arrowroot Family Office, LLC | 3.826.024 $ | +519.992 $ | +15,7 % | 3.306.032 $ | +250.589 $ | +8,2 % | 3.055.443 $ | +375.223 $ | +14,0 % | |||
| Colonial Trust Advisors | 3.825.341 $ | +181.418 $ | +5,0 % | 3.643.923 $ | +107.927 $ | +3,1 % | 3.535.996 $ | +350.229 $ | +11,0 % | |||
| Bigelow Investment Advisors, LLC | 3.822.304 $ | +58.485 $ | +1,6 % | 3.763.819 $ | +199.924 $ | +5,6 % | 3.563.895 $ | +223.459 $ | +6,7 % | 3.340.436 $ | +124.809 $ | +3,9 % |
| KPP Advisory Services LLC | 3.815.881 $ | +552.220 $ | +16,9 % | 3.263.661 $ | +230.898 $ | +7,6 % | ||||||
| MONTAG A & ASSOCIATES INC | 3.230.698 $ | -582.517 $ | -15,3 % | 3.813.215 $ | +3.414.670 $ | +856,8 % | 398.545 $ | +381.606 $ | +2.252,8 % | |||
| Inman Jager Wealth Management, LLC | 3.803.417 $ | +287.866 $ | +8,2 % | 3.515.551 $ | -73.495 $ | -2,0 % | 3.589.046 $ | +74.469 $ | +2,1 % | |||
| Evanson Financial, LLC | 3.800.216 $ | |||||||||||
| MEMBERS WEALTH LLC | 3.799.862 $ | +464.108 $ | +13,9 % | 3.335.754 $ | +159.517 $ | +5,0 % | 3.176.237 $ | +340.739 $ | +12,0 % | 2.835.498 $ | +393.668 $ | +16,1 % |
| Capital Advantage, Inc. | 3.773.618 $ | -19.354 $ | -0,5 % | 3.792.972 $ | +199.851 $ | +5,6 % | 3.593.121 $ | +13.570 $ | +0,4 % | 3.579.551 $ | +140.305 $ | +4,1 % |
| Windward Private Wealth Management Inc. | 3.792.310 $ | +219.453 $ | +6,1 % | 3.572.857 $ | -167.108 $ | -4,5 % | 3.739.965 $ | +89.883 $ | +2,5 % | |||
| FLAGSHIP HARBOR ADVISORS, LLC | 3.783.207 $ | +252.793 $ | +7,2 % | 3.530.414 $ | +154.341 $ | +4,6 % | ||||||
| Schneider Downs Wealth Management Advisors, LP | 3.780.686 $ | +618.580 $ | +19,6 % | 3.162.106 $ | +37.374 $ | +1,2 % | 3.124.732 $ | +463.785 $ | +17,4 % | |||
| COWA, LLC | 3.163.476 $ | +292.377 $ | +10,2 % | 2.871.099 $ | -907.454 $ | -24,0 % | 3.778.553 $ | +192.523 $ | +5,4 % | |||
| Blue Fin Capital, Inc. | 3.755.900 $ | +489.268 $ | +15,0 % | 3.266.632 $ | +721.636 $ | +28,4 % | 2.544.996 $ | +1.349.722 $ | +112,9 % | |||
| Aletheian Wealth Advisors LLC | 3.746.737 $ | +236.344 $ | +6,7 % | 3.510.393 $ | +160.964 $ | +4,8 % | 3.349.429 $ | +71.113 $ | +2,2 % | |||
| AdvisorNet Financial, Inc | 3.743.980 $ | +166.328 $ | +4,6 % | 3.577.652 $ | +355.770 $ | +11,0 % | 3.221.882 $ | +125.404 $ | +4,0 % | 3.096.478 $ | +953.496 $ | +44,5 % |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 3.714.766 $ | +539.498 $ | +17,0 % | 3.175.268 $ | +329.273 $ | +11,6 % | 2.845.995 $ | +90 $ | +0,0 % | 2.845.905 $ | +64.732 $ | +2,3 % |
| MONECO ADVISORS, LLC | 3.711.900 $ | +350.767 $ | +10,4 % | 3.361.133 $ | +17.947 $ | +0,5 % | 3.343.186 $ | +337.184 $ | +11,2 % | |||
| Kestra Investment Management, LLC | 3.711.356 $ | +172.638 $ | +4,9 % | 3.538.718 $ | +394.378 $ | +12,5 % | 3.144.340 $ | -59.542 $ | -1,9 % | |||
| SMITH, MOORE & CO. | 3.701.288 $ | +595.486 $ | +19,2 % | 3.105.802 $ | +874.323 $ | +39,2 % | 2.231.479 $ | +1.049.843 $ | +88,8 % | |||
| 4Thought Financial Group Inc. | 2.529.162 $ | -693.825 $ | -21,5 % | 3.222.987 $ | -477.188 $ | -12,9 % | 3.700.175 $ | -95.325 $ | -2,5 % | |||
| Forefront Wealth Partners, LLC | 3.695.552 $ | +221.169 $ | +6,4 % | 3.474.383 $ | +408.011 $ | +13,3 % | 3.066.372 $ | +496.989 $ | +19,3 % | |||
| Invst, LLC | 3.622.628 $ | -61.966 $ | -1,7 % | 3.684.594 $ | +1.317.102 $ | +55,6 % | 2.367.492 $ | +881.738 $ | +59,3 % | |||
| Penobscot Investment Management Company, Inc. | 3.682.209 $ | +494.738 $ | +15,5 % | 3.187.471 $ | +621.579 $ | +24,2 % | 2.565.892 $ | +566.231 $ | +28,3 % | |||
| TICINO WEALTH | 3.670.324 $ | +112.100 $ | +3,2 % | 3.558.224 $ | +1.992.690 $ | +127,3 % | 1.565.534 $ | +181.722 $ | +13,1 % | 1.383.812 $ | ||
| PANORAMIC INVESTMENT ADVISORS, LLC | 3.670.259 $ | +1.440.726 $ | +64,6 % | 2.229.533 $ | +56.947 $ | +2,6 % | 2.172.586 $ | -696.905 $ | -24,3 % | |||
| Corsicana & Co. | 3.665.694 $ | +879.883 $ | +31,6 % | 2.785.811 $ | -488.872 $ | -14,9 % | 3.274.683 $ | +34.172 $ | +1,1 % | |||
| PATTON ALBERTSON MILLER GROUP, LLC | 3.658.740 $ | +129.881 $ | +3,7 % | 3.528.859 $ | +39.293 $ | +1,1 % | 3.489.566 $ | -1.088 $ | -0,0 % | |||
| Storen Legacy Partners, LLC | 3.655.906 $ | +654.474 $ | +21,8 % | 3.001.432 $ | ||||||||
| RED CRANE WEALTH MANAGEMENT, LLC | 3.637.506 $ | +38.625 $ | +1,1 % | 3.598.881 $ | +237.277 $ | +7,1 % | 3.361.604 $ | -119.456 $ | -3,4 % | 3.481.060 $ | +114.089 $ | +3,4 % |
| AMG Asset Management Group, Inc. | 3.634.453 $ | +201.227 $ | +5,9 % | 3.433.226 $ | +336.104 $ | +10,9 % | 3.097.122 $ | |||||
| SHUFRO ROSE & CO LLC | 3.630.324 $ | +258.304 $ | +7,7 % | 3.372.020 $ | +36.544 $ | +1,1 % | 3.335.476 $ | +805.576 $ | +31,8 % | |||
| HOWARD FINANCIAL SERVICES, LTD. | 1.765.758 $ | -1.862.509 $ | -51,3 % | 3.628.267 $ | +1.909.692 $ | +111,1 % | 1.718.575 $ | -15.084 $ | -0,9 % | 1.733.659 $ | +29.198 $ | +1,7 % |
| PARSONS CAPITAL MANAGEMENT INC/RI | 3.626.392 $ | +265.353 $ | +7,9 % | 3.361.039 $ | +303.543 $ | +9,9 % | 3.057.496 $ | +322.269 $ | +11,8 % | |||
| MAIMON WEALTH MANAGEMENT LTD. | 3.623.682 $ | +423.435 $ | +13,2 % | 3.200.247 $ | +111.641 $ | +3,6 % | 3.088.606 $ | |||||
| LGL PARTNERS, LLC | 3.621.429 $ | +286.440 $ | +8,6 % | 3.334.989 $ | +295.206 $ | +9,7 % | 3.039.783 $ | +82.469 $ | +2,8 % | |||
| Bryn Mawr Trust Advisors, LLC | 3.610.453 $ | +252.787 $ | +7,5 % | 3.357.666 $ | +44.793 $ | +1,4 % | 3.312.873 $ | +194.684 $ | +6,2 % | |||
| FLAGSTAR SECURITIES, INC | 3.605.022 $ | +232.525 $ | +6,9 % | 3.372.497 $ | +213.536 $ | +6,8 % | 3.158.961 $ | +247.573 $ | +8,5 % | 2.911.388 $ | +123.112 $ | +4,4 % |
| Hobbs Group Advisors, LLC | 3.604.562 $ | +360.025 $ | +11,1 % | 3.244.537 $ | +147.274 $ | +4,8 % | 3.097.263 $ | +168.125 $ | +5,7 % | |||
| SWP FINANCIAL LLC | 3.424.769 $ | -174.025 $ | -4,8 % | 3.598.794 $ | +282.199 $ | +8,5 % | 3.316.595 $ | +266.168 $ | +8,7 % | |||
| HCR Wealth Advisors | 3.588.585 $ | +65.873 $ | +1,9 % | 3.522.712 $ | +244.535 $ | +7,5 % | 3.278.177 $ | +83.654 $ | +2,6 % | 3.194.523 $ | +1.608.254 $ | +101,4 % |
| TOBIAS FINANCIAL ADVISORS, INC. | 3.547.866 $ | +220.888 $ | +6,6 % | 3.326.978 $ | +653.824 $ | +24,5 % | 2.673.154 $ | +182.287 $ | +7,3 % | |||
| Evanson Asset Management, LLC | 3.533.730 $ | +41.766 $ | +1,2 % | 3.491.964 $ | +561.514 $ | +19,2 % | ||||||
| Chesley Taft & Associates LLC | 3.514.128 $ | +10.882 $ | +0,3 % | 3.503.246 $ | +219.451 $ | +6,7 % | 3.283.795 $ | +38.812 $ | +1,2 % | 3.244.983 $ | -961.002 $ | -22,8 % |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.219.968 $ | -246.960 $ | -7,1 % | 3.466.928 $ | -40.074 $ | -1,1 % | 3.507.002 $ | +67.695 $ | +2,0 % | |||
| KALEIDOSCOPE CAPITAL LP | 3.503.922 $ | +274.626 $ | +8,5 % | 3.229.296 $ | -196.664 $ | -5,7 % | 3.425.960 $ | -210.502 $ | -5,8 % | |||
| Thayer Partners, LLC / MA | 3.496.550 $ | +589.859 $ | +20,3 % | 2.906.691 $ | +212.112 $ | +7,9 % | 2.694.579 $ | |||||
| Empower Advisory Group, LLC | 3.468.075 $ | +376.943 $ | +12,2 % | 3.091.132 $ | +80.907 $ | +2,7 % | 3.010.225 $ | +360.078 $ | +13,6 % | |||
| UMB Private Wealth Management, LLC | 3.442.243 $ | |||||||||||
| Compton Financial Group, LLC | 2.639.829 $ | -395.157 $ | -13,0 % | 3.034.986 $ | -404.560 $ | -11,8 % | 3.439.546 $ | -152.904 $ | -4,3 % | |||
| Beacon Bridge Wealth Partners, LLC | 3.439.504 $ | +117.325 $ | +3,5 % | 3.322.179 $ | +17.258 $ | +0,5 % | 3.304.921 $ | +31.494 $ | +1,0 % | |||
| Perennial Investment Advisors, LLC | 3.438.545 $ | +1.304.745 $ | +61,1 % | 2.133.800 $ | +275.619 $ | +14,8 % | 1.858.181 $ | +164.613 $ | +9,7 % | |||
| Wealthfront Advisers LLC | 3.436.316 $ | +357.753 $ | +11,6 % | 3.078.563 $ | +384.296 $ | +14,3 % | 2.694.267 $ | +249.762 $ | +10,2 % | |||
| TOMPKINS FINANCIAL CORP | 3.431.199 $ | +25.016 $ | +0,7 % | 3.406.183 $ | -9.424 $ | -0,3 % | 3.415.607 $ | +279.050 $ | +8,9 % | 3.136.557 $ | +376.949 $ | +13,7 % |
| Cambridge Financial Group, LLC | 3.431.154 $ | +0 $ | +0,0 % | 3.431.154 $ | +124.831 $ | +3,8 % | 3.306.323 $ | +701.987 $ | +27,0 % | 2.604.336 $ | -569.025 $ | -17,9 % |
| JGP Wealth Management, LLC | 3.406.559 $ | -16.010 $ | -0,5 % | 3.422.569 $ | +260.738 $ | +8,2 % | 3.161.831 $ | +259.736 $ | +8,9 % | 2.902.095 $ | -2.480.054 $ | -46,1 % |
| Powerhouse Assets LLC | 3.294.603 $ | +67.184 $ | +2,1 % | 3.227.419 $ | -186.912 $ | -5,5 % | 3.414.331 $ | +31.409 $ | +0,9 % | 3.382.922 $ | ||
| Chris Bulman Inc | 2.555.884 $ | -568.573 $ | -18,2 % | 3.124.457 $ | -79.150 $ | -2,5 % | 3.203.607 $ | -203.499 $ | -6,0 % | 3.407.106 $ | +239.762 $ | +7,6 % |
| KANAWHA CAPITAL MANAGEMENT LLC | 3.032.732 $ | -9.248 $ | -0,3 % | 3.041.980 $ | +187.388 $ | +6,6 % | 2.854.592 $ | -551.776 $ | -16,2 % | 3.406.368 $ | +70.951 $ | +2,1 % |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 3.109.578 $ | -1.574 $ | -0,1 % | 3.111.152 $ | +194.890 $ | +6,7 % | 2.916.262 $ | -447.274 $ | -13,3 % | 3.363.536 $ | +39.451 $ | +1,2 % |
| Kovack Advisors, Inc. | 3.363.304 $ | +288 $ | +0,0 % | 3.363.016 $ | +288.949 $ | +9,4 % | 3.074.067 $ | +1.144.944 $ | +59,4 % | |||
| PFG Advisors | 2.858.375 $ | -12.589 $ | -0,4 % | 2.870.964 $ | +119.957 $ | +4,4 % | 2.751.007 $ | -603.009 $ | -18,0 % | 3.354.016 $ | -199.489 $ | -5,6 % |
| Cyndeo Wealth Partners, LLC | 3.337.091 $ | +41.355 $ | +1,3 % | 3.295.736 $ | +564.594 $ | +20,7 % | 2.731.142 $ | +162.050 $ | +6,3 % | 2.569.092 $ | +131.013 $ | +5,4 % |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3.326.628 $ | +433.940 $ | +15,0 % | 2.892.688 $ | +176.135 $ | +6,5 % | 2.716.553 $ | |||||
| YANKCOM Partnership | 3.317.828 $ | +12.027 $ | +0,4 % | 3.305.801 $ | +222.203 $ | +7,2 % | 3.083.598 $ | +36.446 $ | +1,2 % | 3.047.152 $ | +121.689 $ | +4,2 % |
| PRUDENTIAL PLC | 1.361.778 $ | -865.260 $ | -38,9 % | 2.227.038 $ | -1.065.090 $ | -32,4 % | 3.292.128 $ | +79.120 $ | +2,5 % | |||
| INTEGRITY WEALTH ADVISORS, INC. | 3.280.210 $ | +1.524.378 $ | +86,8 % | 1.755.832 $ | ||||||||
| CWS Financial Advisors, LLC | 2.557.542 $ | +7.920 $ | +0,3 % | 2.549.622 $ | +187.264 $ | +7,9 % | 2.362.358 $ | -909.330 $ | -27,8 % | 3.271.688 $ | +101.610 $ | +3,2 % |
| Independence Bank of Kentucky | 3.258.996 $ | +380.142 $ | +13,2 % | 2.878.854 $ | +428.008 $ | +17,5 % | 2.450.846 $ | +487.768 $ | +24,8 % | |||
| Capital Advisors, Ltd. LLC | 3.253.000 $ | +215.000 $ | +7,1 % | 3.038.000 $ | +115.000 $ | +3,9 % | 2.923.000 $ | +116.000 $ | +4,1 % | |||
| DRAVO BAY LLC | 3.252.940 $ | +116.378 $ | +3,7 % | 3.136.562 $ | +201.509 $ | +6,9 % | 2.935.053 $ | +95.790 $ | +3,4 % | |||
| ARKANSAS FINANCIAL GROUP, INC. | 3.250.797 $ | +202.700 $ | +6,7 % | 3.048.097 $ | +263.629 $ | +9,5 % | 2.784.468 $ | +421.287 $ | +17,8 % | |||
| Quadrant Private Wealth Management, LLC | 3.246.576 $ | +162.693 $ | +5,3 % | 3.083.883 $ | +492.889 $ | +19,0 % | 2.590.994 $ | +345.666 $ | +15,4 % | |||
| F/m Investments LLC | 3.238.184 $ | -49.212 $ | -1,5 % | |||||||||
| Stratos Wealth Advisors, LLC | 3.236.782 $ | +132.190 $ | +4,3 % | 3.104.592 $ | +26.049 $ | +0,8 % | 3.078.543 $ | -9.664 $ | -0,3 % | |||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 3.235.613 $ | +591.642 $ | +22,4 % | 2.643.971 $ | +357.183 $ | +15,6 % | 2.286.788 $ | +281.997 $ | +14,1 % | |||
| Retirement Planning Group, LLC | 2.636.770 $ | -49.687 $ | -1,8 % | 2.686.457 $ | -544.903 $ | -16,9 % | 3.231.360 $ | +2.773.235 $ | +605,3 % | 458.125 $ | +13.368 $ | +3,0 % |
| FIRST HORIZON CORP | 3.226.288 $ | +377.309 $ | +13,2 % | 2.848.979 $ | -194.629 $ | -6,4 % | 3.043.608 $ | +580.069 $ | +23,5 % | |||
| LEIGH BALDWIN & CO., LLC | 2.898.511 $ | -326.365 $ | -10,1 % | 3.224.876 $ | +148.876 $ | +4,8 % | 3.076.000 $ | +402.408 $ | +15,1 % | |||
| Sentinel Advisory Group, LLC | 3.193.649 $ | -7.881 $ | -0,2 % | 3.201.530 $ | +209.242 $ | +7,0 % | 2.992.288 $ | |||||
| Cooper Financial Group | 1.118.801 $ | +9.645 $ | +0,9 % | 1.109.156 $ | -2.089.544 $ | -65,3 % | 3.198.700 $ | +1.137.270 $ | +55,2 % | 2.061.430 $ | +244.690 $ | +13,5 % |
| Glenview Trust Co | 3.189.747 $ | +230.141 $ | +7,8 % | 2.959.606 $ | +110.216 $ | +3,9 % | 2.849.390 $ | +119.644 $ | +4,4 % | |||
| Infinity Wealth Counsel, LLC | 3.175.242 $ | +47.788 $ | +1,5 % | 3.127.454 $ | +362.215 $ | +13,1 % | 2.765.239 $ | +30.894 $ | +1,1 % | 2.734.345 $ | +87.455 $ | +3,3 % |
| Endowment Wealth Management, Inc. | 2.851.752 $ | +287.751 $ | +11,2 % | 2.564.001 $ | -608.551 $ | -19,2 % | 3.172.552 $ | -1.247.373 $ | -28,2 % | |||
| Fire Capital Management LLC | 3.169.852 $ | +185.349 $ | +6,2 % | 2.984.503 $ | +26.150 $ | +0,9 % | 2.958.353 $ | +267.284 $ | +9,9 % | |||
| Wealth Enhancement Trust Services, Inc. | 3.168.363 $ | +105.231 $ | +3,4 % | 3.063.132 $ | +162.913 $ | +5,6 % | 2.900.219 $ | +1.338.069 $ | +85,7 % | 1.562.150 $ | ||
| Laird Norton Wetherby Trust Company, LLC | 3.165.217 $ | +190.582 $ | +6,4 % | 2.974.635 $ | +29.433 $ | +1,0 % | 2.945.202 $ | |||||
| Owl Creek Wealth Partners LLC | 3.129.800 $ | -15.965 $ | -0,5 % | 3.145.765 $ | +277.876 $ | +9,7 % | 2.867.889 $ | |||||
| Peak Financial Management, Inc. | 3.142.090 $ | +5.384 $ | +0,2 % | 3.136.706 $ | +185.587 $ | +6,3 % | 2.951.119 $ | +34.880 $ | +1,2 % | 2.916.239 $ | +58.424 $ | +2,0 % |
| 15 Wealth Advisors LLC | 3.137.894 $ | |||||||||||
| FIRST FINANCIAL BANKSHARES INC | 3.131.027 $ | +18.334 $ | +0,6 % | 3.112.693 $ | +36.790 $ | +1,2 % | 3.075.903 $ | -929.007 $ | -23,2 % | |||
| Lineweaver Wealth Advisors, LLC | 3.130.757 $ | +6.037 $ | +0,2 % | 3.124.720 $ | +175.849 $ | +6,0 % | 2.948.871 $ | +95.686 $ | +3,4 % | 2.853.185 $ | +88.328 $ | +3,2 % |
| Quent Capital, LLC | 3.130.643 $ | +786.209 $ | +33,5 % | 2.344.434 $ | +17.077 $ | +0,7 % | 2.327.357 $ | +520.574 $ | +28,8 % | |||
| Jacobi Capital Management LLC | 3.129.527 $ | +467.196 $ | +17,5 % | 2.662.331 $ | +44.314 $ | +1,7 % | 2.618.017 $ | +250.757 $ | +10,6 % | |||
| Balefire, LLC | 2.517.846 $ | -597.070 $ | -19,2 % | 3.114.916 $ | +536.068 $ | +20,8 % | 2.578.848 $ | +46.315 $ | +1,8 % | 2.532.533 $ | +200.240 $ | +8,6 % |
| HOLLENCREST CAPITAL MANAGEMENT | 2.997.843 $ | -97.468 $ | -3,1 % | 3.095.311 $ | -3.226 $ | -0,1 % | 3.098.537 $ | +18.153 $ | +0,6 % | |||
| Ignite Planners, LLC | 3.075.261 $ | -18.223 $ | -0,6 % | 3.093.484 $ | +163.994 $ | +5,6 % | 2.929.490 $ | -139.770 $ | -4,6 % | 3.069.260 $ | +239.099 $ | +8,4 % |
| RAFFA WEALTH MANAGEMENT, LLC | 1.515.965 $ | +117.649 $ | +8,4 % | 1.398.316 $ | -1.679.992 $ | -54,6 % | 3.078.308 $ | +69.027 $ | +2,3 % | |||
| Asset Advisory Group, Inc. | 3.009.976 $ | -55.527 $ | -1,8 % | 3.065.503 $ | +224.395 $ | +7,9 % | 2.841.108 $ | +139.819 $ | +5,2 % | 2.701.289 $ | ||
| Fiduciary Alliance LLC | 2.588.970 $ | -343.977 $ | -11,7 % | 2.932.947 $ | -131.984 $ | -4,3 % | 3.064.931 $ | +358.945 $ | +13,3 % | 2.705.986 $ | +133.014 $ | +5,2 % |
| ADG Wealth Management Group, LLC | 3.062.412 $ | +164.561 $ | +5,7 % | 2.897.851 $ | +45.084 $ | +1,6 % | 2.852.767 $ | +30.329 $ | +1,1 % | |||
| STEPHENS INC /AR/ | 3.054.373 $ | +1.400.598 $ | +84,7 % | 1.653.775 $ | +137.276 $ | +9,1 % | 1.516.499 $ | +80.767 $ | +5,6 % | |||
| Proficio Capital Partners LLC | 3.049.996 $ | +579.523 $ | +23,5 % | 2.470.473 $ | +29.199 $ | +1,2 % | 2.441.274 $ | |||||
| PURSUIT WEALTH STRATEGIES, LLC | 3.040.166 $ | +214.653 $ | +7,6 % | 2.825.513 $ | -5.251 $ | -0,2 % | 2.830.764 $ | |||||
| STEEL GROVE CAPITAL ADVISORS, LLC | 3.037.091 $ | +145.486 $ | +5,0 % | 2.891.605 $ | +264.877 $ | +10,1 % | 2.626.728 $ | -61.634 $ | -2,3 % | 2.688.362 $ | +433.901 $ | +19,2 % |
| Brand Asset Management Group, Inc. | 3.013.166 $ | +444.891 $ | +17,3 % | 2.568.275 $ | +2.288.086 $ | +816,6 % | 280.189 $ | +6.734 $ | +2,5 % | |||
| Well Done, LLC | 3.007.834 $ | +455.128 $ | +17,8 % | 2.552.706 $ | +547.104 $ | +27,3 % | 2.005.602 $ | +530.496 $ | +36,0 % | 1.475.106 $ | +24.537 $ | +1,7 % |
| Kings Path Partners LLC | 2.993.980 $ | -13.038 $ | -0,4 % | 3.007.018 $ | +170.079 $ | +6,0 % | 2.836.939 $ | -49.667 $ | -1,7 % | 2.886.606 $ | +47.809 $ | +1,7 % |
| Grant Street Asset Management, Inc. | 3.001.534 $ | +240.914 $ | +8,7 % | 2.760.620 $ | -56.393 $ | -2,0 % | 2.817.013 $ | +230.100 $ | +8,9 % | |||
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 2.989.780 $ | +222.567 $ | +8,0 % | 2.767.213 $ | -67.132 $ | -2,4 % | 2.834.345 $ | -410.112 $ | -12,6 % | |||
| Nilsine Partners, LLC | 2.985.393 $ | +156.940 $ | +5,5 % | 2.828.453 $ | +150.993 $ | +5,6 % | 2.677.460 $ | +702.447 $ | +35,6 % | |||
| Vestcor Inc | 2.636.000 $ | -339.000 $ | -11,4 % | 2.975.000 $ | +53.000 $ | +1,8 % | 2.922.000 $ | +95.000 $ | +3,4 % | |||
| AA Financial Advisors, LLC | 2.837.116 $ | +222.165 $ | +8,5 % | 2.614.951 $ | +105.999 $ | +4,2 % | 2.508.952 $ | -463.181 $ | -15,6 % | 2.972.133 $ | +14.317 $ | +0,5 % |
| Keystone Global Partners, LLC | 2.605.569 $ | -59.044 $ | -2,2 % | 2.664.613 $ | +116.669 $ | +4,6 % | 2.547.944 $ | -413.338 $ | -14,0 % | 2.961.282 $ | -267.354 $ | -8,3 % |
| BROWN WEALTH MANAGEMENT, LLC | 2.940.240 $ | +140.454 $ | +5,0 % | 2.799.786 $ | +213.094 $ | +8,2 % | 2.586.692 $ | +6.598 $ | +0,3 % | 2.580.094 $ | +266.496 $ | +11,5 % |
| TSFG, LLC | 2.936.000 $ | +632.000 $ | +27,4 % | 2.304.000 $ | +40.000 $ | +1,8 % | 2.264.000 $ | +234.000 $ | +11,5 % | |||
| Biltmore Family Office, LLC | 2.885.907 $ | -44.368 $ | -1,5 % | 2.930.275 $ | +106.202 $ | +3,8 % | 2.824.073 $ | +337.397 $ | +13,6 % | |||
| August Group Capital Ltd | 2.922.846 $ | +2.447.694 $ | +515,1 % | 475.152 $ | +30.310 $ | +6,8 % | 444.842 $ | +62.693 $ | +16,4 % | 382.149 $ | ||
| 180 WEALTH ADVISORS, LLC | 2.822.109 $ | -100.349 $ | -3,4 % | 2.922.458 $ | +11.868 $ | +0,4 % | 2.910.590 $ | +87.246 $ | +3,1 % | |||
| Pathfinder Wealth Consulting, Inc. | 2.869.215 $ | -38.461 $ | -1,3 % | 2.907.676 $ | ||||||||
| Morton Capital Management LLC/CA | 2.901.770 $ | +67.610 $ | +2,4 % | 2.834.160 $ | +457.896 $ | +19,3 % | 2.376.264 $ | +339.350 $ | +16,7 % | |||
| Ascentis Independent Advisors | 2.891.723 $ | +1.653.686 $ | +133,6 % | 1.238.037 $ | +114.707 $ | +10,2 % | ||||||
| IFS Group,LLC | 254.958 $ | -2.636.119 $ | -91,2 % | 2.891.077 $ | +612.349 $ | +26,9 % | ||||||
| Vanguard Personalized Indexing Management, LLC | 2.886.680 $ | +367.411 $ | +14,6 % | 2.519.269 $ | +245.733 $ | +10,8 % | 2.273.536 $ | -56.694 $ | -2,4 % | |||
| Apeiron RIA LLC | 2.884.156 $ | +1.332.796 $ | +85,9 % | 1.551.360 $ | -1.223.944 $ | -44,1 % | 2.775.304 $ | -22.253 $ | -0,8 % | 2.797.557 $ | -160.752 $ | -5,4 % |
| Arete Wealth Advisors, LLC | 2.818.739 $ | +171.804 $ | +6,5 % | 2.646.935 $ | -234.160 $ | -8,1 % | 2.881.095 $ | -1.385.905 $ | -32,5 % | |||
| 3Chopt Investment Partners, LLC | 2.872.482 $ | +179.939 $ | +6,7 % | 2.692.543 $ | +18.405 $ | +0,7 % | 2.674.138 $ | +45.758 $ | +1,7 % | |||
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2.869.713 $ | +236.619 $ | +9,0 % | 2.633.094 $ | +22.980 $ | +0,9 % | 2.610.114 $ | +462.085 $ | +21,5 % | |||
| Ascentis Wealth Management, LLC | 2.867.316 $ | +475.261 $ | +19,9 % | 2.392.055 $ | +155.274 $ | +6,9 % | 2.236.781 $ | +181.883 $ | +8,9 % | |||
| Lee, Kelleher & Klein Wealth Management | 2.857.047 $ | +547.143 $ | +23,7 % | 2.309.904 $ | +409.317 $ | +21,5 % | 1.900.587 $ | +258.191 $ | +15,7 % | 1.642.396 $ | +124.337 $ | +8,2 % |
| Clearview Wealth Management LLC | 2.744.286 $ | -93.138 $ | -3,3 % | 2.837.424 $ | +163.620 $ | +6,1 % | 2.673.804 $ | |||||
| JDM Financial Group LLC | 2.835.493 $ | +692.935 $ | +32,3 % | 2.142.558 $ | +163.766 $ | +8,3 % | 1.978.792 $ | -8.110 $ | -0,4 % | |||
| TRED AVON FAMILY WEALTH, LLC | 2.835.160 $ | +776.590 $ | +37,7 % | 2.058.570 $ | +308.678 $ | +17,6 % | 1.749.892 $ | +195.666 $ | +12,6 % | 1.554.226 $ | -90.093 $ | -5,5 % |
| Allworth Financial LP | 2.819.916 $ | +210.269 $ | +8,1 % | 2.609.647 $ | -14.682 $ | -0,6 % | 2.624.329 $ | +15.321 $ | +0,6 % | |||
| Slagle Financial, LLC | 2.815.627 $ | +303.564 $ | +12,1 % | 2.512.063 $ | +42.856 $ | +1,7 % | 2.469.207 $ | +267.787 $ | +12,2 % | |||
| Wharton Business Group, LLC | 2.809.802 $ | +137.537 $ | +5,1 % | 2.672.265 $ | -69.505 $ | -2,5 % | 2.741.770 $ | +91.650 $ | +3,5 % | |||
| Richard P Slaughter Associates Inc | 2.567.938 $ | -238.870 $ | -8,5 % | 2.806.808 $ | +175.282 $ | +6,7 % | 2.631.526 $ | -92.620 $ | -3,4 % | 2.724.146 $ | +76.208 $ | +2,9 % |
| VANGUARD ADVISERS INC | 2.796.270 $ | +132.882 $ | +5,0 % | 2.663.388 $ | ||||||||
| MASECO LLP | 2.470.602 $ | -28.908 $ | -1,2 % | 2.499.510 $ | -278.737 $ | -10,0 % | 2.778.247 $ | -36.039 $ | -1,3 % | |||
| Manchester Capital Management LLC | 2.777.356 $ | +332.143 $ | +13,6 % | 2.445.213 $ | +387.375 $ | +18,8 % | 2.057.838 $ | +24.322 $ | +1,2 % | 2.033.516 $ | +32.894 $ | +1,6 % |
| Portfolio Resources Advisor Group, Inc. | 2.414.346 $ | -15.220 $ | -0,6 % | 2.429.566 $ | -346.808 $ | -12,5 % | 2.776.374 $ | +523.413 $ | +23,2 % | 2.252.961 $ | ||
| Strategic Blueprint, LLC | 2.770.277 $ | +459.279 $ | +19,9 % | 2.310.998 $ | -216.511 $ | -8,6 % | 2.527.509 $ | -108.998 $ | -4,1 % | 2.636.507 $ | -1.119.020 $ | -29,8 % |
| Krilogy Financial LLC | 2.708.102 $ | -57.888 $ | -2,1 % | 2.765.990 $ | +479.776 $ | +21,0 % | 2.286.214 $ | +383.246 $ | +20,1 % | 1.902.968 $ | -261.701 $ | -12,1 % |
| Pacific Excel Wealth Advisors, Inc. | 2.763.830 $ | |||||||||||
| One Charles Private Wealth Services, LLC | 2.760.484 $ | +1.158.538 $ | +72,3 % | 1.601.946 $ | ||||||||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.752.250 $ | +236.441 $ | +9,4 % | 2.515.809 $ | +65.533 $ | +2,7 % | 2.450.276 $ | +22.829 $ | +0,9 % | |||
| Bison Wealth, LLC | 2.750.282 $ | +100.305 $ | +3,8 % | 2.649.977 $ | +878.952 $ | +49,6 % | 1.771.025 $ | +326.176 $ | +22,6 % | 1.444.849 $ | -1.344.321 $ | -48,2 % |
| MAYPORT, LLC | 2.748.138 $ | +172.150 $ | +6,7 % | 2.575.988 $ | +467.774 $ | +22,2 % | 2.108.214 $ | +50.667 $ | +2,5 % | |||
| Richmond Investment Services, LLC | 2.735.452 $ | +788.539 $ | +40,5 % | 1.946.913 $ | +367.731 $ | +23,3 % | ||||||
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 299.456 $ | -1.370.992 $ | -82,1 % | 1.670.448 $ | -410.656 $ | -19,7 % | 2.081.104 $ | -614.203 $ | -22,8 % | 2.695.307 $ | +1.190.781 $ | +79,1 % |
| Godshalk Welsh Capital Management, Inc. | 2.689.230 $ | +155.313 $ | +6,1 % | 2.533.917 $ | +50.078 $ | +2,0 % | 2.483.839 $ | +64.109 $ | +2,6 % | |||
| Investment Advisory Group, LLC | 2.687.882 $ | +164.134 $ | +6,5 % | 2.523.748 $ | +50.302 $ | +2,0 % | 2.473.446 $ | +37.181 $ | +1,5 % | |||
| HBK Sorce Advisory LLC | 2.618.016 $ | -50.819 $ | -1,9 % | 2.668.835 $ | +231.329 $ | +9,5 % | 2.437.506 $ | +441.591 $ | +22,1 % | |||
| Verdence Capital Advisors LLC | 2.630.049 $ | +115.346 $ | +4,6 % | 2.514.703 $ | -153.588 $ | -5,8 % | 2.668.291 $ | +139.839 $ | +5,5 % | |||
| BURLING WEALTH PARTNERS, LLC | 2.664.449 $ | +202.305 $ | +8,2 % | 2.462.144 $ | +47.440 $ | +2,0 % | 2.414.704 $ | |||||
| EVOKE WEALTH, LLC | 2.657.384 $ | +45.006 $ | +1,7 % | 2.612.378 $ | +62.489 $ | +2,5 % | ||||||
| Arcus Capital Partners, LLC | 2.646.574 $ | +63.682 $ | +2,5 % | |||||||||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 2.297.000 $ | -346.000 $ | -13,1 % | 2.643.000 $ | +143.000 $ | +5,7 % | 2.500.000 $ | +51.000 $ | +2,1 % | |||
| Morton Brown Family Wealth, LLC | 2.631.032 $ | +149.786 $ | +6,0 % | 2.481.246 $ | +26.195 $ | +1,1 % | 2.455.051 $ | +53.153 $ | +2,2 % | |||
| Orcam Financial Group | 2.618.091 $ | |||||||||||
| Dynamic Financial Group | 2.614.154 $ | +237.453 $ | +10,0 % | 2.376.701 $ | +405.586 $ | +20,6 % | 1.971.115 $ | +49.945 $ | +2,6 % | |||
| OFS Enterprise LLC | 2.607.159 $ | +36.951 $ | +1,4 % | 2.570.208 $ | +258.432 $ | +11,2 % | 2.311.776 $ | |||||
| Avid Wealth Partners LLC | 318.088 $ | -32.038 $ | -9,2 % | 350.126 $ | -2.247.212 $ | -86,5 % | 2.597.338 $ | -12.267.434 $ | -82,5 % | |||
| Litman Gregory Wealth Management LLC | 2.594.877 $ | -21.630 $ | -0,8 % | |||||||||
| Firestone Capital Management | 2.594.512 $ | +145.130 $ | +5,9 % | 2.449.382 $ | -90.433 $ | -3,6 % | 2.539.815 $ | +130.297 $ | +5,4 % | |||
| VERUS CAPITAL PARTNERS, LLC | 2.460.509 $ | -131.242 $ | -5,1 % | 2.591.751 $ | +222.830 $ | +9,4 % | 2.368.921 $ | +381.862 $ | +19,2 % | |||
| WOLFF WIESE MAGANA LLC | 2.591.092 $ | +227.454 $ | +9,6 % | 2.363.638 $ | +383.966 $ | +19,4 % | 1.979.672 $ | +291.778 $ | +17,3 % | 1.687.894 $ | +342.117 $ | +25,4 % |
| Cypress Capital Group | 2.590.276 $ | +447.340 $ | +20,9 % | 2.142.936 $ | +277.516 $ | +14,9 % | 1.865.420 $ | +511.852 $ | +37,8 % | |||
| BRADY FAMILY WEALTH, LLC | 2.585.163 $ | +324.916 $ | +14,4 % | 2.260.247 $ | +708.739 $ | +45,7 % | 1.551.508 $ | +503.192 $ | +48,0 % | |||
| Rockwood Wealth Management, LLC | 2.579.845 $ | +627.656 $ | +32,2 % | 1.952.189 $ | +155.563 $ | +8,7 % | 1.796.626 $ | +67.102 $ | +3,9 % | |||
| Envision Financial LLC | 408.820 $ | -1.844.488 $ | -81,9 % | 2.253.308 $ | -160.674 $ | -6,7 % | 2.413.982 $ | -159.872 $ | -6,2 % | 2.573.854 $ | +184.179 $ | +7,7 % |
| Cascade Financial Partners, LLC | 2.566.324 $ | +393.785 $ | +18,1 % | 2.172.539 $ | +22.815 $ | +1,1 % | 2.149.724 $ | +21.630 $ | +1,0 % | |||
| Keystone Financial Group | 2.562.189 $ | +189.819 $ | +8,0 % | 2.372.370 $ | +78.055 $ | +3,4 % | 2.294.315 $ | -4.864 $ | -0,2 % | |||
| HighPoint Advisor Group LLC | 2.553.522 $ | +134.088 $ | +5,5 % | 2.419.434 $ | -77.503 $ | -3,1 % | 2.496.937 $ | |||||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2.546.139 $ | +175.701 $ | +7,4 % | 2.370.438 $ | +28.017 $ | +1,2 % | 2.342.421 $ | +1.727 $ | +0,1 % | |||
| KINGSWOOD WEALTH ADVISORS, LLC | 2.541.808 $ | +113.575 $ | +4,7 % | 2.428.233 $ | +440.395 $ | +22,2 % | 1.987.838 $ | +440.998 $ | +28,5 % | |||
| RAINIER FAMILY WEALTH INC | 2.541.020 $ | +159.175 $ | +6,7 % | 2.381.845 $ | +334.195 $ | +16,3 % | 2.047.650 $ | +49.211 $ | +2,5 % | |||
| CHILTON INVESTMENT CO INC. | 2.534.742 $ | +1.879.395 $ | +286,8 % | 655.347 $ | +47.377 $ | +7,8 % | 607.970 $ | |||||
| St. Louis Trust Co | 228.432 $ | -2.289.660 $ | -90,9 % | 2.518.092 $ | +29.762 $ | +1,2 % | 2.488.330 $ | +890.994 $ | +55,8 % | |||
| PACIFIC FINANCIAL GROUP INC | 2.516.911 $ | +1.150.550 $ | +84,2 % | 1.366.361 $ | -21.246 $ | -1,5 % | 1.387.607 $ | |||||
| United Advisor Group, LLC | 2.514.645 $ | +163.908 $ | +7,0 % | 2.350.737 $ | +370.173 $ | +18,7 % | 1.980.564 $ | +7.983 $ | +0,4 % | |||
| COLLECTIVE FAMILY OFFICE LLC | 2.343.430 $ | -116.752 $ | -4,7 % | 2.460.182 $ | +153.206 $ | +6,6 % | 2.306.976 $ | -205.598 $ | -8,2 % | 2.512.574 $ | -1.195.220 $ | -32,2 % |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2.510.759 $ | +423.544 $ | +20,3 % | 2.087.215 $ | -50.291 $ | -2,4 % | 2.137.506 $ | +271.010 $ | +14,5 % | 1.866.496 $ | +126.863 $ | +7,3 % |
| XCELSIOR ADVISOR PARTNERS LLC | 2.510.114 $ | +800.817 $ | +46,9 % | 1.709.297 $ | +325.172 $ | +23,5 % | 1.384.125 $ | |||||
| Steelhead Wealth Management LLC | 2.181.000 $ | -323.000 $ | -12,9 % | 2.504.000 $ | ||||||||
| New Republic Capital, LLC | 2.488.748 $ | +844.242 $ | +51,3 % | 1.644.506 $ | +90.846 $ | +5,8 % | 1.553.660 $ | -164.723 $ | -9,6 % | |||
| Aegis Wealth Management LLC | 2.485.486 $ | +155.696 $ | +6,7 % | 2.329.790 $ | +27.536 $ | +1,2 % | 2.302.254 $ | -24.121 $ | -1,0 % | |||
| SALEM INVESTMENT COUNSELORS INC | 2.483.242 $ | +73.847 $ | +3,1 % | 2.409.395 $ | +230.861 $ | +10,6 % | 2.178.534 $ | +927.953 $ | +74,2 % | 1.250.581 $ | +32.257 $ | +2,6 % |
| Fiera Capital Corp | 2.480.271 $ | +155.370 $ | +6,7 % | 2.324.901 $ | +27.479 $ | +1,2 % | 2.297.422 $ | +146.191 $ | +6,8 % | |||
| SHEETS SMITH WEALTH MANAGEMENT | 2.479.456 $ | +316.793 $ | +14,6 % | 2.162.663 $ | +60.188 $ | +2,9 % | 2.102.475 $ | +135.132 $ | +6,9 % | 1.967.343 $ | +449.959 $ | +29,7 % |
| GWN SECURITIES INC. | 2.367.314 $ | -49.066 $ | -2,0 % | 2.416.380 $ | -61.616 $ | -2,5 % | 2.477.996 $ | +172.682 $ | +7,5 % | |||
| Paladin Advisory Group, LLC | 2.460.955 $ | +146.012 $ | +6,3 % | 2.314.943 $ | -159.342 $ | -6,4 % | 2.474.285 $ | -5.847.146 $ | -70,3 % | |||
| NorthCoast Asset Management LLC | 2.473.486 $ | +211.400 $ | +9,3 % | 2.262.086 $ | +1.184.796 $ | +110,0 % | 1.077.290 $ | -66.617.889 $ | -98,4 % | |||
| Indivisible Partners | 2.468.868 $ | +519.468 $ | +26,6 % | 1.949.400 $ | +128.872 $ | +7,1 % | 1.820.528 $ | |||||
| Lee Financial Co | 2.456.858 $ | +61.094 $ | +2,6 % | 2.395.764 $ | +163.475 $ | +7,3 % | 2.232.289 $ | +26.384 $ | +1,2 % | 2.205.905 $ | -69.918 $ | -3,1 % |
| PGIM Custom Harvest LLC | 2.455.464 $ | +355.963 $ | +17,0 % | 2.099.501 $ | +528.743 $ | +33,7 % | 1.570.758 $ | +255.851 $ | +19,5 % | |||
| Colter Lewis Investment Partners LLC | 2.454.774 $ | +156.489 $ | +6,8 % | 2.298.285 $ | +91.575 $ | +4,1 % | 2.206.710 $ | |||||
| Veracity Capital LLC | 2.356.310 $ | +115.563 $ | +5,2 % | 2.240.747 $ | +201.681 $ | +9,9 % | 2.039.066 $ | -407.724 $ | -16,7 % | 2.446.790 $ | +63.101 $ | +2,6 % |
| Denver PWM, LLC | 1.451.638 $ | -136.325 $ | -8,6 % | 1.587.963 $ | +29.225 $ | +1,9 % | 1.558.738 $ | -877.955 $ | -36,0 % | 2.436.693 $ | +0 $ | +0,0 % |
| Strategic Wealth Partners, Ltd. | 2.431.520 $ | +257.841 $ | +11,9 % | 2.173.679 $ | +269.311 $ | +14,1 % | 1.904.368 $ | +89.310 $ | +4,9 % | |||
| XTX Topco Ltd | 1.221.254 $ | -1.194.613 $ | -49,4 % | 2.415.867 $ | +1.507.232 $ | +165,9 % | ||||||
| Sanchez Gaunt Capital Management, LLC | 2.413.445 $ | +214.379 $ | +9,7 % | 2.199.066 $ | ||||||||
| ENDEAVOR PRIVATE WEALTH, INC. | 2.111.964 $ | -112.398 $ | -5,1 % | 2.224.362 $ | -183.940 $ | -7,6 % | 2.408.302 $ | -55.585 $ | -2,3 % | |||
| CreativeOne Wealth, LLC | 2.404.806 $ | +86.388 $ | +3,7 % | 2.318.418 $ | +68.642 $ | +3,1 % | 2.249.776 $ | +105.813 $ | +4,9 % | |||
| SILVER OAK SECURITIES, INCORPORATED | 364.822 $ | -2.036.100 $ | -84,8 % | 2.400.922 $ | +1.360.239 $ | +130,7 % | 1.040.683 $ | +79.229 $ | +8,2 % | |||
| INKWELL CAPITAL LLC | 2.396.729 $ | +150.589 $ | +6,7 % | 2.246.140 $ | +17.691 $ | +0,8 % | 2.228.449 $ | +43.953 $ | +2,0 % | |||
| Heritage Trust Co | 2.386.781 $ | +142.994 $ | +6,4 % | 2.243.787 $ | +36.362 $ | +1,6 % | 2.207.425 $ | +64.838 $ | +3,0 % | |||
| SENTINEL TRUST CO LBA | 2.381.000 $ | |||||||||||
| SECURED RETIREMENT ADVISORS, LLC | 2.163.036 $ | -174.335 $ | -7,5 % | 2.337.371 $ | -36.070 $ | -1,5 % | 2.373.441 $ | -167.367 $ | -6,6 % | |||
| WARNER FINANCIAL, INC | 2.360.246 $ | +163.246 $ | +7,4 % | 2.197.000 $ | +60.000 $ | +2,8 % | 2.137.000 $ | +71.000 $ | +3,4 % | |||
| EVOLVE PRIVATE WEALTH, LLC | 317.032 $ | -2.040.188 $ | -86,6 % | 2.357.220 $ | +1.713.980 $ | +266,5 % | 643.240 $ | |||||
| STAR Financial Bank | 2.353.751 $ | +342.627 $ | +17,0 % | 2.011.124 $ | +451.747 $ | +29,0 % | 1.559.377 $ | +368.381 $ | +30,9 % | |||
| TRUST CO OF VERMONT | 2.317.079 $ | -26.242 $ | -1,1 % | 2.343.321 $ | +737.604 $ | +45,9 % | 1.605.717 $ | +133.495 $ | +9,1 % | |||
| Trevian Wealth Management LLC | 2.337.674 $ | +244.295 $ | +11,7 % | 2.093.379 $ | +143.885 $ | +7,4 % | 1.949.494 $ | +195.313 $ | +11,1 % | |||
| Synergy Investment Management, LLC | 2.312.017 $ | +78.699 $ | +3,5 % | 2.233.318 $ | +40.747 $ | +1,9 % | 2.192.571 $ | -41.084 $ | -1,8 % | |||
| Charter Oak Capital Management, LLC | 2.303.902 $ | +339.404 $ | +17,3 % | 1.964.498 $ | +313.387 $ | +19,0 % | ||||||
| Lexington Hill Partners, LLC | 2.303.746 $ | +7.134 $ | +0,3 % | 2.296.612 $ | +164.029 $ | +7,7 % | 2.132.583 $ | +25.205 $ | +1,2 % | 2.107.378 $ | ||
| Wiser Wealth Management, Inc | 2.292.704 $ | +95.820 $ | +4,4 % | 2.196.884 $ | -100.783 $ | -4,4 % | 2.297.667 $ | +254.639 $ | +12,5 % | 2.043.028 $ | +107.453 $ | +5,6 % |
| GATEWAY INVESTMENT ADVISERS LLC | 2.284.043 $ | +1.307.812 $ | +134,0 % | 976.231 $ | -6.201 $ | -0,6 % | 982.432 $ | |||||
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 2.032.236 $ | +43.835 $ | +2,2 % | 1.988.401 $ | -294.529 $ | -12,9 % | 2.282.930 $ | +115.197 $ | +5,3 % | |||
| Gilbert & Cook, Inc. | 2.282.379 $ | +142.974 $ | +6,7 % | 2.139.405 $ | -34.741 $ | -1,6 % | 2.174.146 $ | +183.303 $ | +9,2 % | |||
| LCW Services, LLC | 2.280.846 $ | +73.703 $ | +3,3 % | 2.207.143 $ | +117.530 $ | +5,6 % | 2.089.613 $ | +515.206 $ | +32,7 % | 1.574.407 $ | ||
| Goldstein Advisors, LLC | 2.267.089 $ | +856.924 $ | +60,8 % | 1.410.165 $ | +120.294 $ | +9,3 % | 1.289.871 $ | +30.632 $ | +2,4 % | 1.259.239 $ | +10.968 $ | +0,9 % |
| Colonial Trust Co / SC | 2.032.912 $ | -135.463 $ | -6,2 % | 2.168.375 $ | -97.468 $ | -4,3 % | 2.265.843 $ | +961.519 $ | +73,7 % | |||
| First County Bank /CT/ | 2.263.117 $ | +125.319 $ | +5,9 % | 2.137.798 $ | +287.636 $ | +15,5 % | 1.850.162 $ | +45.128 $ | +2,5 % | 1.805.034 $ | +71.407 $ | +4,1 % |
| Disciplined Investments, LLC | 2.263.043 $ | +193.307 $ | +9,3 % | 2.069.736 $ | +42.558 $ | +2,1 % | 2.027.178 $ | -32.346 $ | -1,6 % | |||
| WELCH & FORBES LLC | 2.259.875 $ | +78.827 $ | +3,6 % | 2.181.048 $ | +902.039 $ | +70,5 % | 1.279.009 $ | +63.215 $ | +5,2 % | |||
| Highland Investment Advisors LLC | 2.259.108 $ | |||||||||||
| WAYSTONE ADVISORS LLC | 2.228.003 $ | -22.020 $ | -1,0 % | 2.250.023 $ | +241.612 $ | +12,0 % | 2.008.411 $ | -81.372 $ | -3,9 % | 2.089.783 $ | ||
| Advisors Capital Management, LLC | 2.249.449 $ | +212.339 $ | +10,4 % | 2.037.110 $ | -7.913 $ | -0,4 % | 2.045.023 $ | +471.633 $ | +30,0 % | |||
| REBALANCE, LLC | 2.246.591 $ | +6.957 $ | +0,3 % | 2.239.634 $ | +326.581 $ | +17,1 % | 1.913.053 $ | +44.082 $ | +2,4 % | 1.868.971 $ | +77.612 $ | +4,3 % |
| MainStreet Investment Advisors LLC | 2.244.219 $ | +1.564.339 $ | +230,1 % | 679.880 $ | -911 $ | -0,1 % | 680.791 $ | -627.113 $ | -47,9 % | |||
| BBR PARTNERS, LLC | 2.243.457 $ | +1.860.300 $ | +485,5 % | 383.157 $ | +9.208 $ | +2,5 % | ||||||
| 1015 Capital Partners, LLC | 2.236.117 $ | +207.702 $ | +10,2 % | 2.028.415 $ | +100.015 $ | +5,2 % | 1.928.400 $ | |||||
| Williams & Novak Wealth Management, LLC | 2.178.541 $ | -53.616 $ | -2,4 % | 2.232.157 $ | +107.933 $ | +5,1 % | 2.124.224 $ | +34.170 $ | +1,6 % | 2.090.054 $ | +34.340 $ | +1,7 % |
| Level Wealth Management LLC | 2.228.680 $ | +133.092 $ | +6,4 % | 2.095.588 $ | +62.610 $ | +3,1 % | 2.032.978 $ | -1.464.137 $ | -41,9 % | |||
| Hassell Wealth Management, LLC | 2.228.286 $ | +13.110 $ | +0,6 % | 2.215.176 $ | +158.630 $ | +7,7 % | 2.056.546 $ | -46.413 $ | -2,2 % | 2.102.959 $ | +156.586 $ | +8,0 % |
| Trueblood Wealth Management, LLC | 2.220.074 $ | +322.540 $ | +17,0 % | 1.897.534 $ | +182.186 $ | +10,6 % | 1.715.348 $ | +211.557 $ | +14,1 % | |||
| WEDBUSH SECURITIES INC | 1.659.000 $ | +0 $ | +0,0 % | 1.659.000 $ | -498.000 $ | -23,1 % | 2.157.000 $ | -55.000 $ | -2,5 % | 2.212.000 $ | -48.000 $ | -2,1 % |
| Ausdal Financial Partners, Inc. | 2.203.241 $ | +228.510 $ | +11,6 % | 1.974.731 $ | +117.860 $ | +6,3 % | 1.856.871 $ | -53.962 $ | -2,8 % | |||
| NORTHWEST WEALTH MANAGEMENT, LLC | 2.200.372 $ | +161.770 $ | +7,9 % | 2.038.602 $ | +22.753 $ | +1,1 % | 2.015.849 $ | +80.951 $ | +4,2 % | |||
| MATAURO, LLC | 2.199.876 $ | +84.385 $ | +4,0 % | 2.115.491 $ | +65.072 $ | +3,2 % | 2.050.419 $ | +78.607 $ | +4,0 % | |||
| Winthrop Advisory Group LLC | 2.198.269 $ | +37.276 $ | +1,7 % | 2.160.993 $ | -35.834 $ | -1,6 % | 2.196.827 $ | +210.815 $ | +10,6 % | 1.986.012 $ | +573.521 $ | +40,6 % |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 2.127.455 $ | -55.321 $ | -2,5 % | 2.182.776 $ | +55.321 $ | +2,6 % | 2.127.455 $ | +77.291 $ | +3,8 % | |||
| FSM Wealth Advisors, LLC | 2.177.173 $ | +867.929 $ | +66,3 % | 1.309.244 $ | +136.324 $ | +11,6 % | 1.172.920 $ | -1.283 $ | -0,1 % | |||
| MMA ASSET MANAGEMENT LLC | 1.999.648 $ | +125.302 $ | +6,7 % | 1.874.346 $ | -301.705 $ | -13,9 % | 2.176.051 $ | +361.442 $ | +19,9 % | |||
| Intrepid Financial Planning Group LLC | 2.175.078 $ | +288.252 $ | +15,3 % | 1.886.826 $ | +338.094 $ | +21,8 % | 1.548.732 $ | +559.422 $ | +56,5 % | |||
| Black Diamond Financial, LLC | 2.167.346 $ | +135.769 $ | +6,7 % | 2.031.577 $ | +197.026 $ | +10,7 % | 1.834.551 $ | +51.425 $ | +2,9 % | |||
| Zuckerman Investment Group, LLC | 2.157.517 $ | |||||||||||
| Peterson Wealth Services | 2.151.023 $ | +522.847 $ | +32,1 % | 1.628.176 $ | +242.355 $ | +17,5 % | 1.385.821 $ | +352.950 $ | +34,2 % | |||
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 2.147.042 $ | +123.468 $ | +6,1 % | 2.023.574 $ | +16.550 $ | +0,8 % | 2.007.024 $ | +133.833 $ | +7,1 % | |||
| Csenge Advisory Group | 2.140.448 $ | +284.573 $ | +15,3 % | 1.855.875 $ | +146.955 $ | +8,6 % | 1.708.920 $ | +70.437 $ | +4,3 % | |||
| Stonebrook Private Inc. | 1.969.137 $ | -171.233 $ | -8,0 % | 2.140.370 $ | +79.747 $ | +3,9 % | 2.060.623 $ | -815.474 $ | -28,4 % | |||
| Everhart Financial Group, Inc. | 2.070.441 $ | -64.092 $ | -3,0 % | 2.134.533 $ | +115.973 $ | +5,7 % | 2.018.560 $ | +14.733 $ | +0,7 % | 2.003.827 $ | +53.053 $ | +2,7 % |
| Icon Wealth Advisors, LLC | 2.131.941 $ | +410.284 $ | +23,8 % | 1.721.657 $ | +14.817 $ | +0,9 % | ||||||
| Simplicity Wealth,LLC | 2.008.688 $ | -111.307 $ | -5,3 % | 2.119.995 $ | +274.292 $ | +14,9 % | 1.845.703 $ | -1.893.262 $ | -50,6 % | |||
| Metis Global Partners, LLC | 2.117.903 $ | |||||||||||
| Harpswell Capital Advisors, LLC | 2.109.465 $ | +6.532 $ | +0,3 % | 2.102.933 $ | +130.646 $ | +6,6 % | 1.972.287 $ | |||||
| Y-Intercept (Hong Kong) Ltd | 2.105.004 $ | +1.530.760 $ | +266,6 % | 574.244 $ | ||||||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 462.933 $ | -1.502.100 $ | -76,4 % | 1.965.033 $ | +191.716 $ | +10,8 % | 1.773.317 $ | -330.257 $ | -15,7 % | 2.103.574 $ | +2.080.175 $ | +8.890,0 % |
| Investment Research & Advisory Group, Inc. | 2.086.923 $ | +163.951 $ | +8,5 % | 1.922.972 $ | +230.975 $ | +13,7 % | 1.691.997 $ | +30.286 $ | +1,8 % | 1.661.711 $ | +120.710 $ | +7,8 % |
| Evercore Wealth Management, LLC | 2.079.850 $ | +151.923 $ | +7,9 % | 1.927.927 $ | +173.527 $ | +9,9 % | 1.754.400 $ | -25.239 $ | -1,4 % | |||
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 2.074.976 $ | +1.177.072 $ | +131,1 % | 897.904 $ | +33.976 $ | +3,9 % | 863.928 $ | +7.080 $ | +0,8 % | 856.848 $ | +20.593 $ | +2,5 % |
| DEBUSSY CAPITAL MANAGEMENT LP | 1.946.044 $ | -123.982 $ | -6,0 % | 2.070.026 $ | +36.617 $ | +1,8 % | ||||||
| Magnus Financial Group LLC | 868.388 $ | +26.219 $ | +3,1 % | 842.169 $ | +24.312 $ | +3,0 % | 817.857 $ | -1.246.255 $ | -60,4 % | 2.064.112 $ | +164.437 $ | +8,7 % |
| Wind River Trust Co | 2.047.786 $ | +128.278 $ | +6,7 % | 1.919.508 $ | +22.688 $ | +1,2 % | 1.896.820 $ | +45.586 $ | +2,5 % | |||
| Stonebridge Financial Group, LLC | 1.852.393 $ | -83.082 $ | -4,3 % | 1.935.475 $ | +179.406 $ | +10,2 % | 1.756.069 $ | -288.839 $ | -14,1 % | 2.044.908 $ | +587.793 $ | +40,3 % |
| Courage Miller Partners, LLC | 2.039.178 $ | +32.584 $ | +1,6 % | 2.006.594 $ | +135.566 $ | +7,2 % | 1.871.028 $ | +33.297 $ | +1,8 % | 1.837.731 $ | +46.087 $ | +2,6 % |
| First Bank & Trust | 2.028.183 $ | +6.281 $ | +0,3 % | 2.021.902 $ | +132.994 $ | +7,0 % | 1.888.908 $ | +8.280 $ | +0,4 % | 1.880.628 $ | +32.188 $ | +1,7 % |
| MAGNOLIA CAPITAL ADVISORS LLC | 2.022.085 $ | +154.989 $ | +8,3 % | 1.867.096 $ | +67.693 $ | +3,8 % | 1.799.403 $ | +104.014 $ | +6,1 % | |||
| Fortis Advisors, LLC | 2.014.094 $ | +166.544 $ | +9,0 % | 1.847.550 $ | +395.332 $ | +27,2 % | 1.452.218 $ | +74.918 $ | +5,4 % | |||
| GAMMA Investing LLC | 2.009.776 $ | +43.407 $ | +2,2 % | 1.966.369 $ | +361.996 $ | +22,6 % | 1.604.373 $ | +11.090 $ | +0,7 % | 1.593.283 $ | +45.451 $ | +2,9 % |
| FOSTER & MOTLEY INC | 2.003.000 $ | +664.000 $ | +49,6 % | 1.339.000 $ | -122.000 $ | -8,4 % | 1.461.000 $ | +77.000 $ | +5,6 % | |||
| ETF Portfolio Partners, Inc. | 1.769.126 $ | +5.479 $ | +0,3 % | 1.763.647 $ | +45.750 $ | +2,7 % | 1.717.897 $ | -284.486 $ | -14,2 % | 2.002.383 $ | -66.951 $ | -3,2 % |
| Redhawk Wealth Advisors, Inc. | 1.999.822 $ | |||||||||||
| Milestone Asset Management Group, LLC | 1.983.352 $ | +34.177 $ | +1,8 % | 1.949.175 $ | +142.231 $ | +7,9 % | 1.806.944 $ | -32.390 $ | -1,8 % | 1.839.334 $ | +99.135 $ | +5,7 % |
| AlTi Global, Inc. | 1.976.552 $ | +154.375 $ | +8,5 % | 1.822.177 $ | +138.101 $ | +8,2 % | 1.684.076 $ | +52.205 $ | +3,2 % | |||
| KELLEHER FINANCIAL ADVISORS | 1.974.288 $ | |||||||||||
| JMG Financial Group, Ltd. | 1.967.232 $ | |||||||||||
| Embree Financial Group | 1.964.533 $ | +6.083 $ | +0,3 % | 1.958.450 $ | +147.654 $ | +8,2 % | 1.810.796 $ | +20.508 $ | +1,1 % | 1.790.288 $ | +71.049 $ | +4,1 % |
| Triad Wealth Partners, LLC | 1.963.017 $ | +897.882 $ | +84,3 % | 1.065.135 $ | +101.386 $ | +10,5 % | 963.749 $ | +188.426 $ | +24,3 % | |||
| VALLEY WEALTH MANAGERS, INC. | 1.842.916 $ | -108.548 $ | -5,6 % | 1.951.464 $ | +84.643 $ | +4,5 % | 1.866.821 $ | -95.128 $ | -4,8 % | 1.961.949 $ | -47.070 $ | -2,3 % |
| Highland Financial Advisors, LLC | 1.930.829 $ | -28.886 $ | -1,5 % | 1.959.715 $ | +176.635 $ | +9,9 % | 1.783.080 $ | -15.335 $ | -0,9 % | 1.798.415 $ | +40.088 $ | +2,3 % |
| Stone Summit Wealth LLC | 1.956.104 $ | -703 $ | -0,0 % | 1.956.807 $ | +127.739 $ | +7,0 % | 1.829.068 $ | +639.787 $ | +53,8 % | 1.189.281 $ | -143 $ | -0,0 % |
| Pitcairn Wealth Advisors LLC | 1.943.836 $ | +129.214 $ | +7,1 % | 1.814.622 $ | +1 $ | +0,0 % | 1.814.621 $ | |||||
| Layline Advisors, LLC | 1.943.796 $ | +151.952 $ | +8,5 % | 1.791.844 $ | ||||||||
| Tenzing Financial LLC | 1.943.402 $ | +56.747 $ | +3,0 % | 1.886.655 $ | +118.807 $ | +6,7 % | 1.767.848 $ | |||||
| WealthCare Investment Partners, LLC | 1.942.993 $ | +267.778 $ | +16,0 % | 1.675.215 $ | +36.646 $ | +2,2 % | 1.638.569 $ | +94.948 $ | +6,2 % | |||
| Pictet North America Advisors SA | 1.939.696 $ | |||||||||||
| HM PAYSON & CO | 1.924.454 $ | +177.133 $ | +10,1 % | 1.747.321 $ | +369.457 $ | +26,8 % | 1.377.864 $ | +171.413 $ | +14,2 % | |||
| Main Street Financial Solutions, LLC | 1.923.122 $ | +123.373 $ | +6,9 % | 1.799.749 $ | -7.980 $ | -0,4 % | 1.807.729 $ | -57.632 $ | -3,1 % | |||
| FineMark National Bank & Trust | 1.906.929 $ | +167.278 $ | +9,6 % | |||||||||
| Capital Investment Management, Inc. | 1.903.594 $ | +122.688 $ | +6,9 % | 1.780.906 $ | +417.802 $ | +30,7 % | 1.363.104 $ | |||||
| Empirical Asset Management, LLC | 1.902.652 $ | +133.578 $ | +7,6 % | 1.769.074 $ | +14.915 $ | +0,9 % | 1.754.159 $ | -142.255 $ | -7,5 % | |||
| NTV ASSET MANAGEMENT LLC | 1.893.256 $ | +186.213 $ | +10,9 % | 1.707.043 $ | +216.988 $ | +14,6 % | 1.490.055 $ | +351.506 $ | +30,9 % | |||
| MA Private Wealth | 1.890.407 $ | +27.772 $ | +1,5 % | 1.862.635 $ | +158.621 $ | +9,3 % | 1.704.014 $ | +168.173 $ | +10,9 % | |||
| Fourth Dimension Wealth, LLC | 1.847.079 $ | +13.167 $ | +0,7 % | 1.833.912 $ | -50.881 $ | -2,7 % | 1.884.793 $ | +56.273 $ | +3,1 % | |||
| CAHILL FINANCIAL ADVISORS INC | 1.878.789 $ | +108.670 $ | +6,1 % | 1.770.119 $ | +27.184 $ | +1,6 % | 1.742.935 $ | -272.738 $ | -13,5 % | |||
| PUREfi Wealth, LLC | 1.869.676 $ | +92.905 $ | +5,2 % | 1.776.771 $ | +420.642 $ | +31,0 % | 1.356.129 $ | +546.973 $ | +67,6 % | 809.156 $ | -11.635 $ | -1,4 % |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.860.077 $ | +479.160 $ | +34,7 % | 1.380.917 $ | +77.035 $ | +5,9 % | 1.303.882 $ | +530.346 $ | +68,6 % | |||
| PHILADELPHIA TRUST CO | 1.859.000 $ | +116.000 $ | +6,7 % | 1.743.000 $ | +21.000 $ | +1,2 % | 1.722.000 $ | +41.000 $ | +2,4 % | |||
| LVZ, Inc. | 1.759.006 $ | -98.570 $ | -5,3 % | 1.857.576 $ | +67.496 $ | +3,8 % | 1.790.080 $ | +473.096 $ | +35,9 % | 1.316.984 $ | -5.249 $ | -0,4 % |
| Seven Post Investment Office LP | 1.791.366 $ | -65.133 $ | -3,5 % | 1.856.499 $ | +21.943 $ | +1,2 % | 1.834.556 $ | +44.090 $ | +2,5 % | |||
| LongView Wealth Management | 1.854.510 $ | +299.636 $ | +19,3 % | 1.554.874 $ | -157.745 $ | -9,2 % | 1.712.619 $ | +111.648 $ | +7,0 % | 1.600.971 $ | +40.008 $ | +2,6 % |
| Northwest Bancshares, Inc. | 1.631.719 $ | -187.934 $ | -10,3 % | 1.819.653 $ | -31.453 $ | -1,7 % | 1.851.106 $ | +261.366 $ | +16,4 % | |||
| Tufton Capital Management | 1.843.000 $ | +2.000 $ | +0,1 % | 1.841.000 $ | +77.000 $ | +4,4 % | 1.764.000 $ | +78.000 $ | +4,6 % | 1.686.000 $ | +55.000 $ | +3,4 % |
| Commerce Advisors, LLC | 1.836.205 $ | +23.360 $ | +1,3 % | 1.812.845 $ | +182.514 $ | +11,2 % | 1.630.331 $ | |||||
| Joel Isaacson & Co., LLC | 1.833.385 $ | +461.700 $ | +33,7 % | 1.371.685 $ | +130.721 $ | +10,5 % | 1.240.964 $ | +95.776 $ | +8,4 % | |||
| Sovereign Financial Group, Inc. | 1.830.352 $ | +115.384 $ | +6,7 % | 1.714.968 $ | +157.412 $ | +10,1 % | 1.557.556 $ | -100.015 $ | -6,0 % | |||
| Blueprint Investment Partners LLC | 1.772.424 $ | -55.808 $ | -3,1 % | 1.828.232 $ | -3.921 $ | -0,2 % | ||||||
| WELLINGTON-ALTUS USA INC. | 1.644.568 $ | -182.339 $ | -10,0 % | 1.826.907 $ | +480.892 $ | +35,7 % | 1.346.015 $ | |||||
| Innovative Wealth Building LLC | 1.485.768 $ | -338.413 $ | -18,6 % | 1.824.181 $ | +175.600 $ | +10,7 % | 1.648.581 $ | +52.853 $ | +3,3 % | 1.595.728 $ | +37.773 $ | +2,4 % |
| U.S. Capital Wealth Advisors, LLC | 1.683.829 $ | -128.187 $ | -7,1 % | 1.812.016 $ | -61.093 $ | -3,3 % | ||||||
| VISTA CAPITAL PARTNERS, INC. | 1.803.245 $ | +99.833 $ | +5,9 % | 1.703.412 $ | -81.047 $ | -4,5 % | 1.784.459 $ | +300.102 $ | +20,2 % | |||
| NDVR, Inc. | 1.788.574 $ | +44.644 $ | +2,6 % | |||||||||
| Fjell Capital, LLC | 1.787.551 $ | |||||||||||
| BAR HARBOR WEALTH MANAGEMENT | 1.753.334 $ | -31.271 $ | -1,8 % | 1.784.605 $ | +205.128 $ | +13,0 % | 1.579.477 $ | +217.627 $ | +16,0 % | 1.361.850 $ | +179.673 $ | +15,2 % |
| Oak Barrel Wealth Advisory LLC | 1.780.440 $ | +128.460 $ | +7,8 % | 1.651.980 $ | ||||||||
| Curated Wealth Partners LLC | 1.780.363 $ | +343.253 $ | +23,9 % | 1.437.110 $ | +90.024 $ | +6,7 % | 1.347.086 $ | +15.921 $ | +1,2 % | 1.331.165 $ | -55.405 $ | -4,0 % |
| BOKF, NA | 1.778.810 $ | +942.403 $ | +112,7 % | 836.407 $ | +400.289 $ | +91,8 % | 436.118 $ | +123.112 $ | +39,3 % | |||
| SIMA Wealth Partners, LLC | 1.774.803 $ | +5.496 $ | +0,3 % | 1.769.307 $ | +98.340 $ | +5,9 % | 1.670.967 $ | +19.750 $ | +1,2 % | 1.651.217 $ | +39.684 $ | +2,5 % |
| PINNACLE ASSOCIATES LTD | 1.772.371 $ | +3.074 $ | +0,2 % | 1.769.297 $ | +113.223 $ | +6,8 % | 1.656.074 $ | -60.851 $ | -3,5 % | 1.716.925 $ | +118.589 $ | +7,4 % |
| StoneX Group Inc. | 1.512.973 $ | +261.019 $ | +20,8 % | 1.251.954 $ | -519.008 $ | -29,3 % | 1.770.962 $ | +188.860 $ | +11,9 % | |||
| Cornerstone Wealth Management, LLC | 1.766.226 $ | +121.361 $ | +7,4 % | 1.644.865 $ | +17.473 $ | +1,1 % | 1.627.392 $ | +91.511 $ | +6,0 % | |||
| Coquina Private Wealth LLC | 1.756.818 $ | +93.463 $ | +5,6 % | 1.663.355 $ | -100.306 $ | -5,7 % | 1.763.661 $ | |||||
| Capital Advisors Wealth Management, LLC | 1.759.295 $ | +215.690 $ | +14,0 % | 1.543.605 $ | +203.296 $ | +15,2 % | 1.340.309 $ | +209.344 $ | +18,5 % | 1.130.965 $ | +241.506 $ | +27,2 % |
| Roger Wittlin Investment Advisory, LLC | 1.290.228 $ | -466.902 $ | -26,6 % | 1.757.130 $ | +2.599 $ | +0,1 % | 1.754.531 $ | +203.558 $ | +13,1 % | 1.550.973 $ | -237.247 $ | -13,3 % |
| TFC Financial Management, Inc. | 1.747.326 $ | +92.347 $ | +5,6 % | 1.654.979 $ | +172.358 $ | +11,6 % | 1.482.621 $ | +35.632 $ | +2,5 % | |||
| Columbia Asset Management | 1.746.897 $ | +5.989 $ | +0,3 % | 1.740.908 $ | +111.914 $ | +6,9 % | 1.628.994 $ | +185.828 $ | +12,9 % | 1.443.166 $ | +68.888 $ | +5,0 % |
| Amplius Wealth Advisors, LLC | 1.320.721 $ | -5.665 $ | -0,4 % | 1.326.386 $ | +73.297 $ | +5,8 % | 1.253.089 $ | -493.053 $ | -28,2 % | 1.746.142 $ | -25.567 $ | -1,4 % |
| Astoria Portfolio Advisors LLC. | 1.740.932 $ | +1.323.822 $ | +317,4 % | 417.110 $ | +134.662 $ | +47,7 % | ||||||
| Cherry Tree Wealth Management, LLC | 1.736.962 $ | +6.827 $ | +0,4 % | 1.730.135 $ | +70.991 $ | +4,3 % | 1.659.144 $ | +18.268 $ | +1,1 % | 1.640.876 $ | +39.435 $ | +2,5 % |
| Hoxton Planning & Management, LLC | 1.552.508 $ | -179.370 $ | -10,4 % | 1.731.878 $ | +82.284 $ | +5,0 % | 1.649.594 $ | -2.689 $ | -0,2 % | 1.652.283 $ | -29.260 $ | -1,7 % |
| TOWER TRUST & INVESTMENT Co | 1.727.814 $ | +64.780 $ | +3,9 % | 1.663.034 $ | +94.445 $ | +6,0 % | 1.568.589 $ | +169.187 $ | +12,1 % | |||
| OneAscent Family Office, LLC | 1.727.529 $ | +190.702 $ | +12,4 % | 1.536.827 $ | +67.623 $ | +4,6 % | 1.469.204 $ | +42.035 $ | +2,9 % | |||
| WEALTHGARDEN F.S. LLC | 1.032.177 $ | -691.908 $ | -40,1 % | 1.724.085 $ | +88.247 $ | +5,4 % | 1.635.838 $ | +358.514 $ | +28,1 % | |||
| HUB Investment Partners, LLC | 1.709.475 $ | +48.486 $ | +2,9 % | 1.660.989 $ | +343.851 $ | +26,1 % | 1.317.138 $ | -98.930 $ | -7,0 % | |||
| HICKS CAPITAL MANAGEMENT LLC | 1.700.575 $ | +0 $ | +0,0 % | 1.700.575 $ | +130.468 $ | +8,3 % | 1.570.107 $ | +50.495 $ | +3,3 % | 1.519.612 $ | +36.773 $ | +2,5 % |
| Aureus Asset Management, LLC | 1.700.098 $ | +5.289 $ | +0,3 % | 1.694.809 $ | +1.399.147 $ | +473,2 % | 295.662 $ | +10.598 $ | +3,7 % | |||
| Coign Capital Advisors LLC | 1.699.915 $ | +176.574 $ | +11,6 % | 1.523.341 $ | +70.671 $ | +4,9 % | 1.452.670 $ | +53.071 $ | +3,8 % | |||
| Patriot Financial Group Insurance Agency, LLC | 1.393.488 $ | +488.567 $ | +54,0 % | 904.921 $ | -794.973 $ | -46,8 % | 1.699.894 $ | +909.822 $ | +115,2 % | 790.072 $ | -4.036 $ | -0,5 % |
| Nicht ausgewiesen | 1.698.263 $ | +106.383 $ | +6,7 % | 1.591.880 $ | +32.771 $ | +2,1 % | 1.559.109 $ | |||||
| BOYUM WEALTH ARCHITECTS LLC | 1.681.183 $ | -16.922 $ | -1,0 % | 1.698.105 $ | +13.422 $ | +0,8 % | 1.684.683 $ | -11.030 $ | -0,7 % | 1.695.713 $ | +288.712 $ | +20,5 % |
| Bestgate Wealth Advisors, LLC | 917.523 $ | -527.769 $ | -36,5 % | 1.445.292 $ | -64.904 $ | -4,3 % | 1.510.196 $ | -182.183 $ | -10,8 % | 1.692.379 $ | +84.328 $ | +5,2 % |
| FOCUSED ALPHA, LLC | 1.690.581 $ | +185.259 $ | +12,3 % | 1.505.322 $ | +81.663 $ | +5,7 % | 1.423.659 $ | -232.051 $ | -14,0 % | 1.655.710 $ | ||
| Lincoln Capital LLC | 1.688.872 $ | +9.029 $ | +0,5 % | 1.679.843 $ | +95.882 $ | +6,1 % | 1.583.961 $ | -47.525 $ | -2,9 % | 1.631.486 $ | +11.435 $ | +0,7 % |
| Dana Investment Advisors, Inc. | 1.632.299 $ | -53.279 $ | -3,2 % | 1.685.578 $ | +158.854 $ | +10,4 % | 1.526.724 $ | +141.376 $ | +10,2 % | |||
| Transamerica Financial Advisors, LLC | 1.677.687 $ | +492.770 $ | +41,6 % | 1.184.917 $ | +471.331 $ | +66,1 % | 713.586 $ | +292.462 $ | +69,4 % | |||
| Kooman & Associates | 1.649.673 $ | -27.535 $ | -1,6 % | 1.677.208 $ | +89.764 $ | +5,7 % | 1.587.444 $ | +11.159 $ | +0,7 % | 1.576.285 $ | -64.619 $ | -3,9 % |
| DAYMARK WEALTH PARTNERS, LLC | 1.673.984 $ | +262.511 $ | +18,6 % | 1.411.473 $ | -44.979 $ | -3,1 % | 1.456.452 $ | +87.162 $ | +6,4 % | |||
| Ballast Rock Private Wealth LLC | 1.673.397 $ | +118.318 $ | +7,6 % | 1.555.079 $ | +15.875 $ | +1,0 % | 1.539.204 $ | |||||
| BAM Wealth Management, LLC | 1.665.948 $ | +43.887 $ | +2,7 % | 1.622.061 $ | +506.279 $ | +45,4 % | 1.115.782 $ | +135.390 $ | +13,8 % | 980.392 $ | +409.210 $ | +71,6 % |
| ALTFEST L J & CO INC | 1.663.414 $ | +225.860 $ | +15,7 % | 1.437.554 $ | -12.531 $ | -0,9 % | 1.450.085 $ | +28.898 $ | +2,0 % | |||
| NCM Capital Management, LLC | 1.662.409 $ | +105.995 $ | +6,8 % | 1.556.414 $ | +18.396 $ | +1,2 % | 1.538.018 $ | +22.264 $ | +1,5 % | |||
| MEYER HANDELMAN CO | 1.651.461 $ | +269.883 $ | +19,5 % | 1.381.578 $ | ||||||||
| Johnson Financial Group, LLC | 1.650.939 $ | +82.326 $ | +5,2 % | 1.568.613 $ | -69.668 $ | -4,3 % | 1.638.281 $ | +885.289 $ | +117,6 % | |||
| Paragon Capital Management Ltd | 1.636.891 $ | -6.424 $ | -0,4 % | 1.643.315 $ | +98.198 $ | +6,4 % | 1.545.117 $ | +18.262 $ | +1,2 % | 1.526.855 $ | +41.532 $ | +2,8 % |
| SILVERLAKE WEALTH MANAGEMENT LLC | 1.637.590 $ | +575.956 $ | +54,3 % | 1.061.634 $ | -163.078 $ | -13,3 % | 1.224.712 $ | +287.507 $ | +30,7 % | 937.205 $ | +176.696 $ | +23,2 % |
| Navigation Group, LLC | 1.631.492 $ | +220.310 $ | +15,6 % | 1.411.182 $ | ||||||||
| Keystone Financial Group, Inc. | 1.627.313 $ | -669 $ | -0,0 % | 1.627.982 $ | +127.388 $ | +8,5 % | 1.500.594 $ | +17.736 $ | +1,2 % | 1.482.858 $ | +58.038 $ | +4,1 % |
| Retirement Wealth Solutions LLC | 1.624.256 $ | -1.747 $ | -0,1 % | 1.626.003 $ | +151.748 $ | +10,3 % | 1.474.255 $ | +8.479 $ | +0,6 % | 1.465.776 $ | +113.293 $ | +8,4 % |
| Beckerman Institutional, LLC | 1.622.172 $ | +58.708 $ | +3,8 % | 1.563.464 $ | +76.533 $ | +5,1 % | 1.486.931 $ | -104.835 $ | -6,6 % | |||
| FORTE ASSET MANAGEMENT LLC | 1.615.668 $ | +5.003 $ | +0,3 % | 1.610.665 $ | +100.896 $ | +6,7 % | 1.509.769 $ | +17.845 $ | +1,2 % | 1.491.924 $ | +28.259 $ | +1,9 % |
| JOURNEY STRATEGIC WEALTH LLC | 1.614.238 $ | +11.922 $ | +0,7 % | 1.602.316 $ | -264.457 $ | -14,2 % | ||||||
| RENAISSANCE TECHNOLOGIES LLC | 1.612.886 $ | |||||||||||
| Aurdan Capital Management, LLC | 638.762 $ | -963.599 $ | -60,1 % | 1.602.361 $ | +42.788 $ | +2,7 % | 1.559.573 $ | +31.578 $ | +2,1 % | |||
| Keebeck Wealth Management | 1.327.685 $ | -36.059 $ | -2,6 % | 1.363.744 $ | -238.485 $ | -14,9 % | 1.602.229 $ | +1.401.765 $ | +699,3 % | |||
| UNIVEST FINANCIAL Corp | 1.463.670 $ | +87.523 $ | +6,4 % | 1.376.147 $ | -214.094 $ | -13,5 % | 1.590.241 $ | +19.185 $ | +1,2 % | |||
| OXFORD FINANCIAL GROUP, LTD. LLC | 1.587.003 $ | +184.512 $ | +13,2 % | 1.402.491 $ | +5.573 $ | +0,4 % | 1.396.918 $ | +1.363.042 $ | +4.023,6 % | |||
| Black Cypress Capital Management, LLC | 1.584.694 $ | +67.294 $ | +4,4 % | 1.517.400 $ | +147.383 $ | +10,8 % | 1.370.017 $ | -5.403 $ | -0,4 % | |||
| SHELTON WEALTH MANAGEMENT, LLC | 1.571.193 $ | -10.297 $ | -0,7 % | 1.581.490 $ | +132.960 $ | +9,2 % | 1.448.530 $ | -102.130 $ | -6,6 % | 1.550.660 $ | +16.676 $ | +1,1 % |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 1.579.822 $ | +24.498 $ | +1,6 % | 1.555.324 $ | +92.027 $ | +6,3 % | 1.463.297 $ | +55.511 $ | +3,9 % | |||
| Cynosure Group, LLC | 212.050 $ | -1.108.009 $ | -83,9 % | 1.320.059 $ | -258.028 $ | -16,4 % | 1.578.087 $ | -5.473.127 $ | -77,6 % | |||
| Pallas Capital Advisors LLC | 1.575.816 $ | +170.424 $ | +12,1 % | 1.405.392 $ | -124.378 $ | -8,1 % | 1.529.770 $ | -52.602 $ | -3,3 % | |||
| Wingate Wealth Advisors, Inc. | 967.073 $ | -603.471 $ | -38,4 % | 1.570.544 $ | +23.930 $ | +1,5 % | 1.546.614 $ | +4.570 $ | +0,3 % | |||
| Peak Planning Group, LLC | 1.557.953 $ | +81.958 $ | +5,6 % | 1.475.995 $ | +163.372 $ | +12,4 % | 1.312.623 $ | +745.632 $ | +131,5 % | |||
| Old Mission Investment Co LLC | 1.549.111 $ | -1.964 $ | -0,1 % | 1.551.075 $ | +168.410 $ | +12,2 % | 1.382.665 $ | +90.773 $ | +7,0 % | 1.291.892 $ | +332.180 $ | +34,6 % |
| Total Clarity Wealth Management, Inc. | 1.550.206 $ | +133.230 $ | +9,4 % | 1.416.976 $ | +742.000 $ | +109,9 % | 674.976 $ | +417.586 $ | +162,2 % | |||
| Beacon Capital Management, LLC | 1.545.303 $ | +472.265 $ | +44,0 % | 1.073.038 $ | +105.626 $ | +10,9 % | 967.412 $ | +375.483 $ | +63,4 % | |||
| VAQUERO PRIVATE WEALTH, LTD | 1.545.280 $ | |||||||||||
| RoundAngle Advisors LLC | 1.544.442 $ | +27.648 $ | +1,8 % | 1.516.794 $ | +91.720 $ | +6,4 % | ||||||
| Clark Capital Management Group, Inc. | 1.542.160 $ | +499.490 $ | +47,9 % | 1.042.670 $ | +434.998 $ | +71,6 % | 607.672 $ | +175.868 $ | +40,7 % | |||
| SeaBridge Investment Advisors LLC | 1.537.844 $ | +109.099 $ | +7,6 % | 1.428.745 $ | +16.887 $ | +1,2 % | 1.411.858 $ | +58.465 $ | +4,3 % | |||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1.537.407 $ | +157.364 $ | +11,4 % | 1.380.043 $ | +17.428 $ | +1,3 % | 1.362.615 $ | +46.205 $ | +3,5 % | |||
| WEST BANCORPORATION INC | 1.440.974 $ | -13.390 $ | -0,9 % | 1.454.364 $ | -78.980 $ | -5,2 % | 1.533.344 $ | +36.851 $ | +2,5 % | |||
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 1.443.098 $ | +62.244 $ | +4,5 % | 1.380.854 $ | -147.660 $ | -9,7 % | 1.528.514 $ | +125.792 $ | +9,0 % | |||
| SOL Capital Management CO | 1.527.000 $ | +35.000 $ | +2,3 % | |||||||||
| MW ADVISORY, LLC | 1.356.384 $ | -168.872 $ | -11,1 % | 1.525.256 $ | ||||||||
| Fortune Financial Group, Inc. | 1.377.959 $ | -146.720 $ | -9,6 % | 1.524.679 $ | +998.061 $ | +189,5 % | 526.618 $ | -911.382 $ | -63,4 % | 1.438.000 $ | ||
| Wealth Management Partners, LLC | 1.506.775 $ | -11.366 $ | -0,7 % | 1.518.141 $ | +106.416 $ | +7,5 % | 1.411.725 $ | +436.646 $ | +44,8 % | 975.079 $ | +13.569 $ | +1,4 % |
| Reflection Asset Management | 1.517.649 $ | +44.290 $ | +3,0 % | 1.473.359 $ | +32.466 $ | +2,3 % | 1.440.893 $ | |||||
| Aspen Wealth Management LLC | 1.516.729 $ | +25.268 $ | +1,7 % | 1.491.461 $ | +108.810 $ | +7,9 % | 1.382.651 $ | +509.803 $ | +58,4 % | 872.848 $ | +24.243 $ | +2,9 % |
| ARWA LLC | 1.515.612 $ | +73.005 $ | +5,1 % | 1.442.607 $ | +66.230 $ | +4,8 % | 1.376.377 $ | |||||
| SAXON INTERESTS, INC. | 1.512.795 $ | +93.710 $ | +6,6 % | 1.419.085 $ | -13.465 $ | -0,9 % | 1.432.550 $ | +7.428 $ | +0,5 % | |||
| GARRISON POINT ADVISORS, LLC | 1.511.256 $ | +751.438 $ | +98,9 % | 759.818 $ | +531.695 $ | +233,1 % | 228.123 $ | +5.482 $ | +2,5 % | |||
| Aries Wealth Management | 1.510.415 $ | +94.616 $ | +6,7 % | 1.415.799 $ | +16.734 $ | +1,2 % | 1.399.065 $ | +33.624 $ | +2,5 % | |||
| IMA Advisory Services, Inc. | 1.506.288 $ | +1.499.861 $ | +23.336,9 % | 6.427 $ | +76 $ | +1,2 % | 6.351 $ | +152 $ | +2,5 % | |||
| Parisi Gray Wealth Management | 1.504.902 $ | +18.098 $ | +1,2 % | 1.486.804 $ | +104.334 $ | +7,5 % | 1.382.470 $ | -4.677 $ | -0,3 % | 1.387.147 $ | +44.933 $ | +3,3 % |
| Elm Partners Management LLC | 1.496.728 $ | +370.078 $ | +32,8 % | 1.126.650 $ | -22.741 $ | -2,0 % | 1.149.391 $ | +32.349 $ | +2,9 % | |||
| Garde Capital, Inc. | 1.496.411 $ | +93.739 $ | +6,7 % | 1.402.672 $ | +547.523 $ | +64,0 % | 855.149 $ | -48.073 $ | -5,3 % | |||
| TRITONPOINT WEALTH, LLC | 1.496.312 $ | +90.590 $ | +6,4 % | 1.405.722 $ | +50.035 $ | +3,7 % | 1.355.687 $ | +410.453 $ | +43,4 % | 945.234 $ | -4.552.911 $ | -82,8 % |
| JRM Investment Counsel, LLC | 1.205.448 $ | +77.352 $ | +6,9 % | 1.128.096 $ | -360.834 $ | -24,2 % | 1.488.930 $ | +51.646 $ | +3,6 % | |||
| Activest Wealth Management | 717.784 $ | +648.053 $ | +929,4 % | 69.731 $ | -1.415.414 $ | -95,3 % | 1.485.145 $ | +19.343 $ | +1,3 % | 1.465.802 $ | +1.229.105 $ | +519,3 % |
| Coordinated Financial Services, Inc. | 1.451.729 $ | -32.850 $ | -2,2 % | 1.484.579 $ | +203.398 $ | +15,9 % | ||||||
| Buck Wealth Strategies, LLC | 1.482.833 $ | +1.264.730 $ | +579,9 % | 218.103 $ | ||||||||
| Sepio Capital, LP | 1.462.115 $ | +4.528 $ | +0,3 % | 1.457.587 $ | +91.307 $ | +6,7 % | 1.366.280 $ | -112.137 $ | -7,6 % | 1.478.417 $ | +35.531 $ | +2,5 % |
| Rossby Financial, LCC | 1.473.617 $ | +70.887 $ | +5,1 % | 1.402.730 $ | +870.085 $ | +163,4 % | 532.645 $ | +20.627 $ | +4,0 % | |||
| Kendall Capital Management | 1.448.121 $ | -20.004 $ | -1,4 % | 1.468.125 $ | +17.352 $ | +1,2 % | 1.450.773 $ | +66.909 $ | +4,8 % | |||
| O'Keefe Stevens Advisory, Inc. | 1.467.829 $ | +4.545 $ | +0,3 % | 1.463.284 $ | +91.664 $ | +6,7 % | 1.371.620 $ | |||||
| CoreCap Advisors, LLC | 1.464.394 $ | +121.853 $ | +9,1 % | 1.342.541 $ | +166.224 $ | +14,1 % | 1.176.317 $ | -83.966 $ | -6,7 % | 1.260.283 $ | +81.555 $ | +6,9 % |
| Legacy Wealth Managment, LLC/ID | 1.464.112 $ | +1.365.162 $ | +1.379,6 % | 98.950 $ | +1.170 $ | +1,2 % | 97.780 $ | +5.493 $ | +6,0 % | |||
| Keel Point, LLC | 1.464.043 $ | +167.766 $ | +12,9 % | 1.296.277 $ | +39.296 $ | +3,1 % | 1.256.981 $ | +114.506 $ | +10,0 % | |||
| Sandhill Capital Partners LLC | 1.463.909 $ | |||||||||||
| Gryphon Financial Partners LLC | 1.463.687 $ | +154.572 $ | +11,8 % | 1.309.115 $ | +164.175 $ | +14,3 % | 1.144.940 $ | +140.710 $ | +14,0 % | |||
| Forza Wealth Management, LLC | 1.457.172 $ | +4.512 $ | +0,3 % | 1.452.660 $ | +85.929 $ | +6,3 % | 1.366.731 $ | +21.163 $ | +1,6 % | 1.345.568 $ | +32.338 $ | +2,5 % |
| ROMANO BROTHERS AND COMPANY | 1.325.222 $ | -130.335 $ | -9,0 % | 1.455.557 $ | +134.815 $ | +10,2 % | 1.320.742 $ | +52.289 $ | +4,1 % | 1.268.453 $ | +28.302 $ | +2,3 % |
| PENOBSCOT WEALTH MANAGEMENT | 1.455.480 $ | +135.249 $ | +10,2 % | 1.320.231 $ | +186.377 $ | +16,4 % | 1.133.854 $ | -28.556 $ | -2,5 % | 1.162.410 $ | +39.836 $ | +3,5 % |
| Westmount Partners, LLC | 1.454.785 $ | +93.503 $ | +6,9 % | 1.361.282 $ | +51.157 $ | +3,9 % | 1.310.125 $ | +381.179 $ | +41,0 % | |||
| Trilogy Capital Inc. | 1.452.134 $ | +4.110 $ | +0,3 % | 1.448.024 $ | +194.185 $ | +15,5 % | 1.253.839 $ | +93.990 $ | +8,1 % | 1.159.849 $ | -48.085 $ | -4,0 % |
| Capital Group Private Client Services, Inc. | 1.450.361 $ | +324.036 $ | +28,8 % | 1.126.325 $ | +244.973 $ | +27,8 % | 881.352 $ | +57.388 $ | +7,0 % | |||
| W ADVISORS, LLC | 1.443.678 $ | +90.435 $ | +6,7 % | 1.353.243 $ | +13.579 $ | +1,0 % | 1.339.664 $ | +75.677 $ | +6,0 % | |||
| MLG Wealth Management DBA Pine Grove Financial Group | 1.425.673 $ | -9.396 $ | -0,7 % | 1.435.069 $ | +276.104 $ | +23,8 % | 1.158.965 $ | +741.366 $ | +177,5 % | 417.599 $ | ||
| Klaas Financial Asset Advisors, LLC | 1.429.271 $ | -5.715 $ | -0,4 % | 1.434.986 $ | +77.941 $ | +5,7 % | 1.357.045 $ | -6.325 $ | -0,5 % | 1.363.370 $ | -31.058 $ | -2,2 % |
| Global View Capital Management LLC | 1.094.444 $ | -171.709 $ | -13,6 % | 1.266.153 $ | -166.907 $ | -11,6 % | 1.433.060 $ | -137.472 $ | -8,8 % | |||
| XY Planning Network, Inc. | 1.430.307 $ | +245.725 $ | +20,7 % | 1.184.582 $ | +245.853 $ | +26,2 % | 938.729 $ | +325.698 $ | +53,1 % | 613.031 $ | +274.112 $ | +80,9 % |
| INSPIRION WEALTH ADVISORS, LLC | 1.426.100 $ | +11.776 $ | +0,8 % | 1.414.324 $ | +84.598 $ | +6,4 % | 1.329.726 $ | +15.717 $ | +1,2 % | 1.314.009 $ | +175.572 $ | +15,4 % |
| American State Bank (Iowa) | 1.420.209 $ | +97.566 $ | +7,4 % | 1.322.643 $ | +14.738 $ | +1,1 % | 1.307.905 $ | +46.014 $ | +3,6 % | |||
| PCG ASSET MANAGEMENT, LLC | 1.406.398 $ | +115.893 $ | +9,0 % | 1.290.505 $ | +110.454 $ | +9,4 % | 1.180.051 $ | +69.031 $ | +6,2 % | |||
| JNBA Financial Advisors | 1.405.872 $ | +88.067 $ | +6,7 % | 1.317.805 $ | +141.983 $ | +12,1 % | 1.175.822 $ | +32.187 $ | +2,8 % | |||
| REAP Financial Group, LLC | 1.401.995 $ | +25.505 $ | +1,9 % | 1.376.490 $ | +253.069 $ | +22,5 % | 1.123.421 $ | +121.611 $ | +12,1 % | |||
| Dentgroup LLC | 1.398.682 $ | -40.710 $ | -2,8 % | |||||||||
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1.394.975 $ | +33.680 $ | +2,5 % | 1.361.295 $ | +60.288 $ | +4,6 % | 1.301.007 $ | -41.072 $ | -3,1 % | 1.342.079 $ | +32.254 $ | +2,5 % |
| Vann Equity Management LLC | 1.394.178 $ | +210.412 $ | +17,8 % | 1.183.766 $ | +160.464 $ | +15,7 % | 1.023.302 $ | |||||
| C M BIDWELL & ASSOCIATES LTD | 1.385.280 $ | +89.945 $ | +6,9 % | 1.295.335 $ | +14.773 $ | +1,2 % | 1.280.562 $ | +33.713 $ | +2,7 % | |||
| Bear Mountain Capital, Inc. | 1.375.935 $ | -692 $ | -0,1 % | 1.376.627 $ | +62.740 $ | +4,8 % | 1.313.887 $ | +59.573 $ | +4,7 % | |||
| Petros Family Wealth, LLC | 1.173.737 $ | -37.826 $ | -3,1 % | 1.211.563 $ | -163.795 $ | -11,9 % | 1.375.358 $ | +1.056.414 $ | +331,2 % | |||
| Range Advisory, LLC | 1.373.826 $ | +542.873 $ | +65,3 % | 830.953 $ | -58.518 $ | -6,6 % | 889.471 $ | |||||
| Victrix Investment Advisors | 1.366.822 $ | +93.091 $ | +7,3 % | 1.273.731 $ | ||||||||
| Sankala Group LLC | 1.364.599 $ | +171.589 $ | +14,4 % | 1.193.010 $ | -141.106 $ | -10,6 % | 1.334.116 $ | |||||
| Clarendon Private LLC | 1.363.227 $ | +178.188 $ | +15,0 % | 1.185.039 $ | +92.016 $ | +8,4 % | 1.093.023 $ | +46.405 $ | +4,4 % | |||
| Fortitude Advisory Group L.L.C. | 1.361.598 $ | +399.132 $ | +41,5 % | 962.466 $ | +334.459 $ | +53,3 % | 628.007 $ | +186.969 $ | +42,4 % | 441.038 $ | ||
| Cambria Investment Management, L.P. | 1.341.593 $ | +89.654 $ | +7,2 % | 1.251.939 $ | -108.390 $ | -8,0 % | 1.360.329 $ | -25.193 $ | -1,8 % | |||
| PLANNING ALTERNATIVES LTD /ADV | 1.355.887 $ | +68.821 $ | +5,3 % | 1.287.066 $ | -17.888 $ | -1,4 % | 1.304.954 $ | +692.212 $ | +113,0 % | |||
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1.321.056 $ | -32.513 $ | -2,4 % | 1.353.569 $ | +119.102 $ | +9,6 % | 1.234.467 $ | +14.590 $ | +1,2 % | 1.219.877 $ | +685.976 $ | +128,5 % |
| NOESIS CAPITAL MANGEMENT CORP | 1.352.313 $ | +34.558 $ | +2,6 % | 1.317.755 $ | +248.708 $ | +23,3 % | 1.069.047 $ | +15.303 $ | +1,5 % | |||
| TL Private Wealth | 1.336.823 $ | -14.154 $ | -1,0 % | 1.350.977 $ | +35.297 $ | +2,7 % | 1.315.680 $ | +29.427 $ | +2,3 % | 1.286.253 $ | +56.993 $ | +4,6 % |
| BlueSky Wealth Advisors, LLC | 1.348.257 $ | +50.962 $ | +3,9 % | 1.297.295 $ | -44.247 $ | -3,3 % | 1.341.542 $ | -25.121 $ | -1,8 % | |||
| Great Point Wealth Advisors, LLC | 1.335.636 $ | -10.351 $ | -0,8 % | 1.345.987 $ | +44.143 $ | +3,4 % | 1.301.844 $ | -29.075 $ | -2,2 % | 1.330.919 $ | -11.669 $ | -0,9 % |
| Archer Investment Corp | 1.344.008 $ | +714.100 $ | +113,4 % | 629.908 $ | +25.874 $ | +4,3 % | 604.034 $ | +14.517 $ | +2,5 % | |||
| Compass Ion Advisors, LLC | 1.343.937 $ | +71.387 $ | +5,6 % | 1.272.550 $ | +36.332 $ | +2,9 % | 1.236.218 $ | -193.270 $ | -13,5 % | |||
| WETZEL INVESTMENT ADVISORS, INC. | 1.123.033 $ | -2.993 $ | -0,3 % | 1.126.026 $ | -95.586 $ | -7,8 % | 1.221.612 $ | -122.077 $ | -9,1 % | 1.343.689 $ | +24.522 $ | +1,9 % |
| WATERSHED PRIVATE WEALTH LLC | 1.332.222 $ | +113.232 $ | +9,3 % | 1.218.990 $ | -34.348 $ | -2,7 % | 1.253.338 $ | +24.945 $ | +2,0 % | |||
| McNamara Financial Services, Inc. | 1.330.003 $ | +86.483 $ | +7,0 % | 1.243.520 $ | +43.772 $ | +3,6 % | 1.199.748 $ | +8.665 $ | +0,7 % | |||
| Root Financial Partners, LLC | 1.329.195 $ | +12.035 $ | +0,9 % | 1.317.160 $ | +229.077 $ | +21,1 % | 1.088.083 $ | +400.401 $ | +58,2 % | 687.682 $ | -90.327 $ | -11,6 % |
| WFA of San Diego, LLC | 1.328.743 $ | +112.381 $ | +9,2 % | 1.216.362 $ | +69.878 $ | +6,1 % | 1.146.484 $ | +104.860 $ | +10,1 % | |||
| Noble Family Wealth, LLC | 1.328.362 $ | +83.212 $ | +6,7 % | 1.245.150 $ | +14.717 $ | +1,2 % | 1.230.433 $ | +29.571 $ | +2,5 % | |||
| LWM ADVISORS INC | 1.326.601 $ | +36.075 $ | +2,8 % | 1.290.526 $ | +416.460 $ | +47,6 % | 874.066 $ | +586.900 $ | +204,4 % | 287.166 $ | ||
| Elevation Capital Advisory, LLC | 1.324.188 $ | -3.401.288 $ | -72,0 % | |||||||||
| HILL ISLAND FINANCIAL LLC | 1.323.842 $ | +4.099 $ | +0,3 % | 1.319.743 $ | +82.400 $ | +6,7 % | 1.237.343 $ | +4.963 $ | +0,4 % | 1.232.380 $ | +9.799 $ | +0,8 % |
| Vertex Planning Partners, LLC | 1.315.252 $ | +265.975 $ | +25,3 % | 1.049.277 $ | +403.342 $ | +62,4 % | 645.935 $ | +7.543 $ | +1,2 % | |||
| Maia Wealth LLC | 514.971 $ | -691.733 $ | -57,3 % | 1.206.704 $ | -38.981 $ | -3,1 % | 1.245.685 $ | -67.728 $ | -5,2 % | 1.313.413 $ | +81.588 $ | +6,6 % |
| MEMBERS CAPITAL ADVISORS INC | 1.311.846 $ | |||||||||||
| GILPIN WEALTH MANAGEMENT, LLC | 1.290.442 $ | -15.320 $ | -1,2 % | 1.305.762 $ | +71.838 $ | +5,8 % | 1.233.924 $ | +9.663 $ | +0,8 % | 1.224.261 $ | ||
| ANGELES WEALTH MANAGEMENT, LLC | 1.303.540 $ | +213.378 $ | +19,6 % | 1.090.162 $ | -52.868 $ | -4,6 % | 1.143.030 $ | +349.469 $ | +44,0 % | |||
| Moors & Cabot, Inc. | 1.299.788 $ | +135.459 $ | +11,6 % | 1.164.329 $ | +61.802 $ | +5,6 % | 1.102.527 $ | +328.971 $ | +42,5 % | |||
| STEVENS CAPITAL PARTNERS | 1.299.778 $ | +45.664 $ | +3,6 % | 1.254.114 $ | -10.278 $ | -0,8 % | 1.264.392 $ | +31.657 $ | +2,6 % | |||
| DAVIDSON TRUST CO | 1.299.537 $ | +64.290 $ | +5,2 % | 1.235.247 $ | +128.056 $ | +11,6 % | 1.107.191 $ | -10.782 $ | -1,0 % | 1.117.973 $ | +15.549 $ | +1,4 % |
| Burkett Asset Management Ltd | 1.295.479 $ | +85.138 $ | +7,0 % | 1.210.341 $ | +174.406 $ | +16,8 % | 1.035.935 $ | +76.655 $ | +8,0 % | 959.280 $ | ||
| IBEX WEALTH ADVISORS | 1.292.366 $ | +89.560 $ | +7,4 % | 1.202.806 $ | +16.900 $ | +1,4 % | 1.185.906 $ | +194.564 $ | +19,6 % | |||
| MFA Wealth Services | 1.289.547 $ | +4.705 $ | +0,4 % | 1.284.842 $ | +88.343 $ | +7,4 % | 1.196.499 $ | -9.781 $ | -0,8 % | 1.206.280 $ | +49.453 $ | +4,3 % |
| Legacy Capital Wealth Partners, LLC | 1.287.082 $ | +4.613 $ | +0,4 % | 1.282.469 $ | +100.597 $ | +8,5 % | 1.181.872 $ | +713.582 $ | +152,4 % | 468.290 $ | +15.891 $ | +3,5 % |
| RDA Financial Network | 1.282.982 $ | +757.683 $ | +144,2 % | 525.299 $ | -244.387 $ | -31,8 % | 769.686 $ | +266.563 $ | +53,0 % | 503.123 $ | +85.956 $ | +20,6 % |
| DAVIS R M INC | 1.282.969 $ | +190.724 $ | +17,5 % | 1.092.245 $ | -14.822 $ | -1,3 % | 1.107.067 $ | +70.697 $ | +6,8 % | |||
| M1 Capital Management LLC | 1.277.931 $ | -408.811 $ | -24,2 % | |||||||||
| UNITED BANK | 1.272.249 $ | +487.082 $ | +62,0 % | 785.167 $ | +112.339 $ | +16,7 % | 672.828 $ | +16.170 $ | +2,5 % | |||
| GC Wealth Management RIA, LLC | 1.270.978 $ | +198.690 $ | +18,5 % | 1.072.288 $ | +547.426 $ | +104,3 % | 524.862 $ | -352.953 $ | -40,2 % | |||
| Hixon Zuercher, LLC | 1.269.128 $ | +3.930 $ | +0,3 % | 1.265.198 $ | +79.255 $ | +6,7 % | 1.185.943 $ | +14.017 $ | +1,2 % | 1.171.926 $ | -626 $ | -0,1 % |
| Essex Bank | 1.268.344 $ | +69.695 $ | +5,8 % | 1.198.649 $ | +114.287 $ | +10,5 % | 1.084.362 $ | +70.519 $ | +7,0 % | 1.013.843 $ | +14.064 $ | +1,4 % |
| Tulsa Wealth Advisors, INC | 1.266.603 $ | +99.085 $ | +8,5 % | 1.167.518 $ | ||||||||
| NorthStar Asset Management LLC /NJ/ | 1.262.203 $ | +95.300 $ | +8,2 % | 1.166.903 $ | -8.394 $ | -0,7 % | 1.175.297 $ | +69.091 $ | +6,2 % | |||
| FIRST AMERICAN TRUST, FSB | 1.256.603 $ | +276.887 $ | +28,3 % | 979.716 $ | -18.120 $ | -1,8 % | 997.836 $ | -4.745 $ | -0,5 % | |||
| Founders Financial Alliance, LLC | 1.256.080 $ | +89.907 $ | +7,7 % | 1.166.173 $ | +392.753 $ | +50,8 % | 773.420 $ | +28.723 $ | +3,9 % | |||
| GW&K Investment Management, LLC | 1.255.000 $ | +79.000 $ | +6,7 % | 1.176.000 $ | +14.000 $ | +1,2 % | 1.162.000 $ | +37.000 $ | +3,3 % | |||
| Ellenbecker Investment Group | 1.251.679 $ | +139.190 $ | +12,5 % | 1.112.489 $ | +13.148 $ | +1,2 % | 1.099.341 $ | +116.235 $ | +11,8 % | |||
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 1.251.290 $ | +78.383 $ | +6,7 % | 1.172.907 $ | +13.863 $ | +1,2 % | 1.159.044 $ | +342.695 $ | +42,0 % | |||
| Breakwater Capital Group | 1.239.059 $ | -11.169 $ | -0,9 % | 1.250.228 $ | +76.688 $ | +6,5 % | 1.173.540 $ | +23.263 $ | +2,0 % | 1.150.277 $ | +16.644 $ | +1,5 % |
| Barnes Dennig Private Wealth Management LLC | 1.245.742 $ | +157.928 $ | +14,5 % | 1.087.814 $ | +13.126 $ | +1,2 % | 1.074.688 $ | +283.834 $ | +35,9 % | |||
| Rubicon Advisors, GP | 1.244.133 $ | +1.014.092 $ | +440,8 % | 230.041 $ | ||||||||
| Two West Capital Advisors LLC | 1.243.677 $ | +336.441 $ | +37,1 % | 907.236 $ | -106.607 $ | -10,5 % | 1.013.843 $ | +186.463 $ | +22,5 % | 827.380 $ | -155.716 $ | -15,8 % |
| Bedminster, LLC | 1.242.115 $ | +63.777 $ | +5,4 % | 1.178.338 $ | -45.475 $ | -3,7 % | 1.223.813 $ | |||||
| Andina Capital Management, LLC | 941.562 $ | -300.078 $ | -24,2 % | 1.241.640 $ | +80.605 $ | +6,9 % | ||||||
| WealthShield Partners, LLC | 1.239.508 $ | +237.703 $ | +23,7 % | 1.001.805 $ | +194.250 $ | +24,1 % | 807.555 $ | +21.328 $ | +2,7 % | |||
| PINNEY & SCOFIELD, INC. | 1.238.818 $ | +52.616 $ | +4,4 % | 1.186.202 $ | +14.021 $ | +1,2 % | 1.172.181 $ | +4.160 $ | +0,4 % | |||
| Finley Financial, LLC | 1.238.639 $ | +77.592 $ | +6,7 % | 1.161.047 $ | +13.722 $ | +1,2 % | 1.147.325 $ | +18.843 $ | +1,7 % | |||
| Tranquility Partners, LLC | 1.204.288 $ | -34.227 $ | -2,8 % | 1.238.515 $ | +90.719 $ | +7,9 % | 1.147.796 $ | +113.224 $ | +10,9 % | 1.034.572 $ | +24.096 $ | +2,4 % |
| HRC WEALTH MANAGEMENT, LLC | 1.233.705 $ | +242.612 $ | +24,5 % | 991.093 $ | +61.801 $ | +6,7 % | 929.292 $ | +457.493 $ | +97,0 % | 471.799 $ | +26.062 $ | +5,8 % |
| Marin Bay Wealth Advisors, LLC | 1.226.995 $ | +85.338 $ | +7,5 % | 1.141.657 $ | +13.494 $ | +1,2 % | 1.128.163 $ | |||||
| KWB Wealth | 1.211.135 $ | -9.964 $ | -0,8 % | 1.221.099 $ | +177.020 $ | +17,0 % | 1.044.079 $ | +0 $ | +0,0 % | 1.044.079 $ | +336.472 $ | +47,6 % |
| Clark Asset Management, LLC | 1.134.949 $ | -47.190 $ | -4,0 % | 1.182.139 $ | +147.381 $ | +14,2 % | 1.034.758 $ | -180.735 $ | -14,9 % | 1.215.493 $ | +225.485 $ | +22,8 % |
| GDS Wealth Management | 1.213.914 $ | +141.043 $ | +13,1 % | 1.072.871 $ | -73.559 $ | -6,4 % | 1.146.430 $ | +52.086 $ | +4,8 % | |||
| Sharp Wealth Advisory, LLC | 1.201.855 $ | +172.257 $ | +16,7 % | 1.029.598 $ | -44.190 $ | -4,1 % | 1.073.788 $ | +25.806 $ | +2,5 % | |||
| Newman Dignan & Sheerar, Inc. | 1.201.118 $ | +13.281 $ | +1,1 % | 1.187.837 $ | +74.409 $ | +6,7 % | 1.113.428 $ | |||||
| Realta Investment Advisors | 1.142.457 $ | -25.436 $ | -2,2 % | 1.167.893 $ | -30.181 $ | -2,5 % | 1.198.074 $ | +44.397 $ | +3,8 % | 1.153.677 $ | +14.958 $ | +1,3 % |
| Beacon Financial Advisory LLC | 1.102.021 $ | -93.457 $ | -7,8 % | 1.195.478 $ | +145.513 $ | +13,9 % | 1.049.965 $ | +25.113 $ | +2,5 % | 1.024.852 $ | +85.635 $ | +9,1 % |
| CATALYST PRIVATE WEALTH, LLC | 1.183.002 $ | +3.664 $ | +0,3 % | 1.179.338 $ | +73.876 $ | +6,7 % | 1.105.462 $ | +215.782 $ | +24,3 % | 889.680 $ | +21.382 $ | +2,5 % |
| GFI Investment Counsel Ltd. | 1.176.441 $ | |||||||||||
| GRAYBILL WEALTH MANAGEMENT, LTD. | 1.175.958 $ | +65.879 $ | +5,9 % | 1.110.079 $ | -8.618 $ | -0,8 % | 1.118.697 $ | +32.473 $ | +3,0 % | |||
| K2 Financial Inc. | 1.167.136 $ | +9.875 $ | +0,9 % | 1.157.261 $ | +26.928 $ | +2,4 % | 1.130.333 $ | +50.305 $ | +4,7 % | |||
| Darden Wealth Group Inc | 509.321 $ | -655.985 $ | -56,3 % | 1.165.306 $ | -94.228 $ | -7,5 % | ||||||
| TRUEFG, LLC | 1.162.015 $ | +22.564 $ | +2,0 % | 1.139.451 $ | +82.061 $ | +7,8 % | 1.057.390 $ | +20.459 $ | +2,0 % | 1.036.931 $ | +64.734 $ | +6,7 % |
| INSIGNEO ADVISORY SERVICES, LLC | 1.161.360 $ | +95.714 $ | +9,0 % | 1.065.646 $ | +232.756 $ | +27,9 % | 832.890 $ | -644.117 $ | -43,6 % | |||
| Foundry Financial LLC | 1.160.258 $ | +336.092 $ | +40,8 % | 824.166 $ | +63.091 $ | +8,3 % | 761.075 $ | +125.282 $ | +19,7 % | 635.793 $ | ||
| Ally Invest Advisors Inc. | 1.004.141 $ | +44.670 $ | +4,7 % | 959.471 $ | -200.100 $ | -17,3 % | 1.159.571 $ | -9.222 $ | -0,8 % | |||
| Koss-Olinger Consulting, LLC | 987.008 $ | -170.609 $ | -14,7 % | 1.157.617 $ | +15.617 $ | +1,4 % | 1.142.000 $ | +16.000 $ | +1,4 % | |||
| KCM INVESTMENT ADVISORS LLC | 1.154.228 $ | |||||||||||
| CM WEALTH ADVISORS LLC | 1.151.330 $ | +87.693 $ | +8,2 % | 1.063.637 $ | -15.608 $ | -1,4 % | 1.079.245 $ | +88.102 $ | +8,9 % | |||
| CENTAURUS FINANCIAL, INC. | 1.151.000 $ | +119.000 $ | +11,5 % | 1.032.000 $ | -3.000 $ | -0,3 % | 1.035.000 $ | +3.000 $ | +0,3 % | |||
| Carnegie Investment Counsel | 1.148.609 $ | +155.767 $ | +15,7 % | 992.842 $ | +49.338 $ | +5,2 % | 943.504 $ | +84.509 $ | +9,8 % | 858.995 $ | +83.732 $ | +10,8 % |
| LAFFER TENGLER INVESTMENTS, INC. | 1.142.431 $ | -10.987 $ | -1,0 % | |||||||||
| DEARBORN PARTNERS LLC | 1.141.210 $ | +599.569 $ | +110,7 % | 541.641 $ | +12.753 $ | +2,4 % | 528.888 $ | -22.213 $ | -4,0 % | |||
| DBK Financial Counsel, LLC | 1.126.826 $ | +3.489 $ | +0,3 % | 1.123.337 $ | +11.705 $ | +1,1 % | 1.111.632 $ | -27.834 $ | -2,4 % | 1.139.466 $ | +27.385 $ | +2,5 % |
| Walsh & Associates, LLC | 1.139.296 $ | +103.231 $ | +10,0 % | 1.036.065 $ | +62.882 $ | +6,5 % | 973.183 $ | |||||
| CALTON & ASSOCIATES, INC. | 697.424 $ | -306.558 $ | -30,5 % | 1.003.982 $ | -134.848 $ | -11,8 % | 1.138.830 $ | +70.875 $ | +6,6 % | |||
| Edgestream Partners, L.P. | 1.137.133 $ | +586.982 $ | +106,7 % | 550.151 $ | -254.721 $ | -31,6 % | 804.872 $ | -224.076 $ | -21,8 % | |||
| PRESILIUM PRIVATE WEALTH, LLC | 1.136.875 $ | +96.746 $ | +9,3 % | 1.040.129 $ | +25.881 $ | +2,6 % | 1.014.248 $ | +80.079 $ | +8,6 % | |||
| Investmark Advisory Group LLC | 1.132.757 $ | +101.151 $ | +9,8 % | 1.031.606 $ | +51.466 $ | +5,3 % | 980.140 $ | +39.405 $ | +4,2 % | |||
| Privatperson | 1.129.136 $ | +292.753 $ | +35,0 % | 836.383 $ | +487.842 $ | +140,0 % | 348.541 $ | +142.783 $ | +69,4 % | 205.758 $ | ||
| Strategic Wealth Advisors LLC | 1.092.000 $ | -36.000 $ | -3,2 % | 1.128.000 $ | +36.000 $ | +3,3 % | 1.092.000 $ | |||||
| Alvarez & Marsal Private Wealth Partners, LLC | 1.127.668 $ | +693.033 $ | +159,5 % | 434.635 $ | +5.138 $ | +1,2 % | 429.497 $ | |||||
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 981.810 $ | +66.495 $ | +7,3 % | 915.315 $ | -209.287 $ | -18,6 % | 1.124.602 $ | +246.001 $ | +28,0 % | |||
| Frank, Rimerman Advisors LLC | 853.222 $ | -270.100 $ | -24,0 % | 1.123.322 $ | +319.053 $ | +39,7 % | 804.269 $ | +9.506 $ | +1,2 % | 794.763 $ | +19.101 $ | +2,5 % |
| Freedom Investment Management, Inc. | 1.119.193 $ | +32.166 $ | +3,0 % | 1.087.027 $ | +14.182 $ | +1,3 % | 1.072.845 $ | +49.367 $ | +4,8 % | |||
| Value Investment Professionals, LLC | 1.117.915 $ | -402 $ | -0,0 % | 1.118.317 $ | +148.213 $ | +15,3 % | 970.104 $ | |||||
| Goelzer Investment Management, Inc. | 748.011 $ | -347.400 $ | -31,7 % | 1.095.411 $ | -20.100 $ | -1,8 % | 1.115.511 $ | +571.862 $ | +105,2 % | 543.649 $ | +9.486 $ | +1,8 % |
| American Trust | 1.110.398 $ | +199.890 $ | +22,0 % | 910.508 $ | -25.304 $ | -2,7 % | 935.812 $ | -146.710 $ | -13,6 % | |||
| NOVUS ADVISORS, LLC | 1.110.187 $ | +69.273 $ | +6,7 % | 1.040.914 $ | -31.085 $ | -2,9 % | 1.071.999 $ | +24.192 $ | +2,3 % | |||
| MTM FINANCIAL GROUP, LLC | 1.109.682 $ | +239.131 $ | +27,5 % | 870.551 $ | +195.919 $ | +29,0 % | 674.632 $ | +96.323 $ | +16,7 % | |||
| PEOPLES BANK /OH | 860.913 $ | +19.798 $ | +2,4 % | 841.115 $ | -264.343 $ | -23,9 % | 1.105.458 $ | +60.009 $ | +5,7 % | |||
| Advyzon Investment Management, LLC | 973.127 $ | -131.716 $ | -11,9 % | 1.104.843 $ | +658.065 $ | +147,3 % | 446.778 $ | -250.497 $ | -35,9 % | |||
| Rathbones Group PLC | 602.176 $ | -502.290 $ | -45,5 % | 1.104.466 $ | +13.054 $ | +1,2 % | 1.091.412 $ | +558.821 $ | +104,9 % | |||
| Procyon Advisors, LLC | 1.102.434 $ | +408.056 $ | +58,8 % | 694.378 $ | +41.840 $ | +6,4 % | 652.538 $ | -189.817 $ | -22,5 % | 842.355 $ | +71.495 $ | +9,3 % |
| CITY HOLDING CO | 863.490 $ | -238.775 $ | -21,7 % | 1.102.265 $ | +431.168 $ | +64,2 % | 671.097 $ | +13.299 $ | +2,0 % | 657.798 $ | +15.810 $ | +2,5 % |
| ACCESS FINANCIAL SERVICES, INC. | 1.101.302 $ | +68.988 $ | +6,7 % | 1.032.314 $ | +73.392 $ | +7,7 % | 958.922 $ | +32.912 $ | +3,6 % | |||
| Clear Trail Advisors, LLC | 910.105 $ | -182.830 $ | -16,7 % | 1.092.935 $ | ||||||||
| Beverly Hills Private Wealth, LLC | 1.089.816 $ | +118.332 $ | +12,2 % | 971.484 $ | +21.323 $ | +2,2 % | 950.161 $ | +44.225 $ | +4,9 % | |||
| SHP Wealth Management | 1.089.352 $ | +102.704 $ | +10,4 % | 986.648 $ | -23.051 $ | -2,3 % | 1.009.699 $ | |||||
| Headlands Technologies LLC | 1.084.278 $ | |||||||||||
| Van Diest Capital, LLC | 1.083.298 $ | +431.277 $ | +66,1 % | 652.021 $ | ||||||||
| SHAYNE & JACOBS, LLC | 1.070.427 $ | -8.275 $ | -0,8 % | 1.078.702 $ | +88.938 $ | +9,0 % | 989.764 $ | +3.557 $ | +0,4 % | 986.207 $ | +37.235 $ | +3,9 % |
| VICTORY FINANCIAL GROUP, LLC | 967.799 $ | -110.384 $ | -10,2 % | 1.078.183 $ | +73.931 $ | +7,4 % | 1.004.252 $ | -87.881 $ | -8,0 % | |||
| Bulwark Capital Corp | 317.282 $ | +982 $ | +0,3 % | 316.300 $ | -755.575 $ | -70,5 % | 1.071.875 $ | +7.301 $ | +0,7 % | 1.064.574 $ | +238.010 $ | +28,8 % |
| SeaCrest Wealth Management, LLC | 689.386 $ | +31.592 $ | +4,8 % | 657.794 $ | -120.261 $ | -15,5 % | 778.055 $ | -291.930 $ | -27,3 % | 1.069.985 $ | +240.033 $ | +28,9 % |
| Occidental Asset Management, LLC | 1.069.262 $ | +303.288 $ | +39,6 % | 765.974 $ | +6.101 $ | +0,8 % | 759.873 $ | -971.484 $ | -56,1 % | |||
| Keenan, LLC | 478.732 $ | -154.506 $ | -24,4 % | 633.238 $ | -432.228 $ | -40,6 % | 1.065.466 $ | |||||
| CLEAR INVESTMENT RESEARCH, LLC | 685.776 $ | +51.795 $ | +8,2 % | 633.981 $ | -431.357 $ | -40,5 % | 1.065.338 $ | -620.074 $ | -36,8 % | |||
| Schrum Private Wealth Management LLC | 573.238 $ | -491.696 $ | -46,2 % | 1.064.934 $ | +121.012 $ | +12,8 % | 943.922 $ | +94.152 $ | +11,1 % | |||
| Tempus Wealth Planning, LLC | 1.064.770 $ | +636.370 $ | +148,5 % | 428.400 $ | ||||||||
| Clearwave Capital, LLC | 912.804 $ | -151.342 $ | -14,2 % | 1.064.146 $ | +12.578 $ | +1,2 % | 1.051.568 $ | |||||
| Holland Advisory Services, Inc. | 1.063.959 $ | +75.105 $ | +7,6 % | 988.854 $ | -1.731 $ | -0,2 % | 990.585 $ | +33.573 $ | +3,5 % | |||
| VERITY Wealth Advisors | 438.377 $ | -623.449 $ | -58,7 % | 1.061.826 $ | +699.513 $ | +193,1 % | 362.313 $ | +8.707 $ | +2,5 % | |||
| OLD SECOND NATIONAL BANK OF AURORA | 804.492 $ | -256.343 $ | -24,2 % | 1.060.835 $ | +60.841 $ | +6,1 % | 999.994 $ | +11.819 $ | +1,2 % | 988.175 $ | +28.114 $ | +2,9 % |
| Washington Trust Advisors, Inc. | 1.055.023 $ | -4.556 $ | -0,4 % | 1.059.579 $ | +66.375 $ | +6,7 % | 993.204 $ | -7.675 $ | -0,8 % | 1.000.879 $ | -317.327 $ | -24,1 % |
| TrueWealth Financial Partners | 1.052.955 $ | |||||||||||
| COMMUNITY TRUST & INVESTMENT CO | 955.430 $ | -95.360 $ | -9,1 % | 1.050.790 $ | +164.682 $ | +18,6 % | 886.108 $ | +10.474 $ | +1,2 % | 875.634 $ | +18.075 $ | +2,1 % |
| ELEVATUS WELATH MANAGEMENT | 1.050.616 $ | +42.754 $ | +4,2 % | 1.007.862 $ | +74.765 $ | +8,0 % | 933.097 $ | -57.722 $ | -5,8 % | 990.819 $ | +78.779 $ | +8,6 % |
| Columbus Macro, LLC | 1.050.456 $ | +1.438 $ | +0,1 % | 1.049.018 $ | +94.575 $ | +9,9 % | 954.443 $ | -79.677 $ | -7,7 % | 1.034.120 $ | -65.827 $ | -6,0 % |
| Henrickson Nauta Wealth Advisors, Inc. | 553.017 $ | +34.642 $ | +6,7 % | 518.375 $ | -530.170 $ | -50,6 % | 1.048.545 $ | +548.608 $ | +109,7 % | |||
| Unique Wealth Strategies, LLC | 1.047.652 $ | +463.798 $ | +79,4 % | 583.854 $ | +119.714 $ | +25,8 % | ||||||
| Capital Asset Managemnet, LLC | 256.794 $ | -778.628 $ | -75,2 % | 1.035.422 $ | +126.836 $ | +14,0 % | 908.586 $ | |||||
| MIRAMONTES CAPITAL, LLC | 1.009.568 $ | -23.590 $ | -2,3 % | 1.033.158 $ | +40.044 $ | +4,0 % | 993.114 $ | +131.256 $ | +15,2 % | 861.858 $ | ||
| McGlone Suttner Wealth Management, Inc. | 976.427 $ | +5.631 $ | +0,6 % | 970.796 $ | -61.682 $ | -6,0 % | 1.032.478 $ | +12.203 $ | +1,2 % | 1.020.275 $ | +29.154 $ | +2,9 % |
| Advisory Advocates, LLC | 1.031.994 $ | +421.550 $ | +69,1 % | 610.444 $ | +221.472 $ | +56,9 % | 388.972 $ | |||||
| EJMK Ventures LLC | 369.634 $ | -660.408 $ | -64,1 % | 1.030.042 $ | ||||||||
| DONALDSON CAPITAL MANAGEMENT, LLC | 1.026.752 $ | +122.258 $ | +13,5 % | 904.494 $ | +10.690 $ | +1,2 % | 893.804 $ | +20.346 $ | +2,3 % | |||
| Willis Johnson & Associates, Inc. | 1.025.980 $ | +13.859 $ | +1,4 % | 1.012.121 $ | +22.047 $ | +2,2 % | ||||||
| Harbor Group, Inc. | 950.998 $ | -74.802 $ | -7,3 % | 1.025.800 $ | +147.858 $ | +16,8 % | 877.942 $ | +8.319 $ | +1,0 % | 869.623 $ | +33.756 $ | +4,0 % |
| NORTH DALLAS BANK & TRUST CO | 1.021.334 $ | +620.739 $ | +155,0 % | 400.595 $ | +183.654 $ | +84,7 % | 216.941 $ | |||||
| Migdal Insurance & Financial Holdings Ltd. | 1.020.851 $ | +524.747 $ | +105,8 % | 496.104 $ | ||||||||
| KWMG, LLC | 1.004.258 $ | -15.530 $ | -1,5 % | 1.019.788 $ | +19.160 $ | +1,9 % | 1.000.628 $ | +7.443 $ | +0,7 % | 993.185 $ | +4.748 $ | +0,5 % |
| Alpine Bank Wealth Management | 1.009.974 $ | +3.127 $ | +0,3 % | 1.006.847 $ | +63.072 $ | +6,7 % | 943.775 $ | +11.154 $ | +1,2 % | 932.621 $ | +22.414 $ | +2,5 % |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 999.987 $ | +77.388 $ | +8,4 % | 922.599 $ | +145.102 $ | +18,7 % | 777.497 $ | +17.000 $ | +2,2 % | |||
| Simmons Bank | 897.519 $ | +71.250 $ | +8,6 % | 826.269 $ | -173.180 $ | -17,3 % | 999.449 $ | +166.424 $ | +20,0 % | |||
| Elgethun Capital Management | 993.379 $ | +64.178 $ | +6,9 % | 929.201 $ | +10.982 $ | +1,2 % | 918.219 $ | +62.776 $ | +7,3 % | |||
| RICHARDS, MERRILL & PETERSON, INC. | 990.210 $ | +24.893 $ | +2,6 % | 965.317 $ | +60.470 $ | +6,7 % | 904.847 $ | +10.694 $ | +1,2 % | 894.153 $ | +21.490 $ | +2,5 % |
| Financial Security Advisor, Inc. | 989.015 $ | +88.781 $ | +9,9 % | 900.234 $ | +3.219 $ | +0,4 % | 897.015 $ | |||||
| Talon Private Wealth, LLC | 987.540 $ | +134.529 $ | +15,8 % | 853.011 $ | ||||||||
| BlackDiamond Wealth Management, LLC | 986.393 $ | +81.757 $ | +9,0 % | 904.636 $ | -57.382 $ | -6,0 % | 962.018 $ | +334.467 $ | +53,3 % | |||
| Latko Wealth Management, Ltd. | 983.790 $ | +454.014 $ | +85,7 % | 529.776 $ | ||||||||
| 17 CAPITAL PARTNERS, LLC | 982.508 $ | +210.830 $ | +27,3 % | 771.678 $ | +119.783 $ | +18,4 % | 651.895 $ | |||||
| Net Worth Advisory Group | 982.441 $ | +10.156 $ | +1,0 % | 972.285 $ | ||||||||
| Strategic Financial Services, Inc. | 978.419 $ | +87.151 $ | +9,8 % | 891.268 $ | ||||||||
| Blue Zone Wealth Advisors, LLC | 977.422 $ | +15.968 $ | +1,7 % | 961.454 $ | +60.228 $ | +6,7 % | 901.226 $ | +10.652 $ | +1,2 % | 890.574 $ | ||
| Archer Investment Management, LLC | 255.385 $ | -721.787 $ | -73,9 % | 977.172 $ | ||||||||
| GAINLINE FINANCIAL PARTNERS, LLC | 974.446 $ | +70.244 $ | +7,8 % | 904.202 $ | ||||||||
| ROCKLAND TRUST CO | 966.184 $ | -4.735 $ | -0,5 % | 970.919 $ | +60.097 $ | +6,6 % | 910.822 $ | +457.618 $ | +101,0 % | 453.204 $ | -516.723 $ | -53,3 % |
| Painted Porch Advisors LLC | 970.730 $ | +24.115 $ | +2,5 % | |||||||||
| Walkner Condon Financial Advisors LLC | 768.294 $ | -136.320 $ | -15,1 % | 904.614 $ | -62.665 $ | -6,5 % | 967.279 $ | -296.134 $ | -23,4 % | |||
| Keating Financial Advisory Services, Inc. | 650.949 $ | -315.187 $ | -32,6 % | 966.136 $ | +225.854 $ | +30,5 % | 740.282 $ | |||||
| Impact Partnership Wealth, LLC | 965.931 $ | +329.524 $ | +51,8 % | 636.407 $ | +112.178 $ | +21,4 % | 524.229 $ | |||||
| SUTTON PLACE INVESTORS LLC | 960.740 $ | +59.957 $ | +6,7 % | 900.783 $ | +67.341 $ | +8,1 % | 833.442 $ | +2.872 $ | +0,3 % | 830.570 $ | +32.207 $ | +4,0 % |
| NICOLET ADVISORY SERVICES, LLC | 955.277 $ | -1.093.412 $ | -53,4 % | |||||||||
| Human Investing LLC | 953.470 $ | +12.417 $ | +1,3 % | 941.053 $ | +90.771 $ | +10,7 % | 850.282 $ | +7.331 $ | +0,9 % | 842.951 $ | -12.325 $ | -1,4 % |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 952.375 $ | +254.193 $ | +36,4 % | 698.182 $ | ||||||||
| Moss Adams Wealth Advisors LLC | 949.961 $ | +59.779 $ | +6,7 % | 890.182 $ | +10.521 $ | +1,2 % | 879.661 $ | +15.990 $ | +1,9 % | |||
| RMR Capital Management, LLC | 883.499 $ | +11.079 $ | +1,3 % | 872.420 $ | -73.245 $ | -7,7 % | 945.665 $ | -337.855 $ | -26,3 % | |||
| Schear Investment Advisers, LLC | 942.669 $ | |||||||||||
| Tempo Wealth, LLC | 942.669 $ | +72.167 $ | +8,3 % | 870.502 $ | -19.488 $ | -2,2 % | 889.990 $ | +38.788 $ | +4,6 % | 851.202 $ | ||
| CONTINUUM WEALTH ADVISORS, LLC | 904.859 $ | -36.796 $ | -3,9 % | 941.655 $ | +150.604 $ | +19,0 % | 791.051 $ | +11.765 $ | +1,5 % | 779.286 $ | ||
| Legacy Trust | 940.689 $ | +47.429 $ | +5,3 % | 893.260 $ | +250.400 $ | +39,0 % | 642.860 $ | -14.235 $ | -2,2 % | |||
| Alteri Wealth LLC | 646.989 $ | -170.557 $ | -20,9 % | 817.546 $ | -122.291 $ | -13,0 % | 939.837 $ | -542.292 $ | -36,6 % | |||
| UPTICK PARTNERS, LLC | 936.818 $ | +41.896 $ | +4,7 % | 894.922 $ | -27.985 $ | -3,0 % | 922.907 $ | +388.356 $ | +72,7 % | |||
| AVAII WEALTH MANAGEMENT, LLC | 935.267 $ | +259.166 $ | +38,3 % | 676.101 $ | +243.624 $ | +56,3 % | 432.477 $ | |||||
| tru Independence LLC | 737.610 $ | +20 $ | +0,0 % | 737.590 $ | -5.623 $ | -0,8 % | 743.213 $ | -191.577 $ | -20,5 % | 934.790 $ | +11.830 $ | +1,3 % |
| Genesis Financial Group, LLC | 932.457 $ | +44.405 $ | +5,0 % | 888.052 $ | +14.521 $ | +1,7 % | 873.531 $ | |||||
| Bridgewater Advisors Inc. | 930.557 $ | +78.833 $ | +9,3 % | 851.724 $ | +71.800 $ | +9,2 % | 779.924 $ | +41.430 $ | +5,6 % | |||
| Vident Advisory, LLC | 924.052 $ | +137.370 $ | +17,5 % | 786.682 $ | -1.169 $ | -0,1 % | 787.851 $ | +67.893 $ | +9,4 % | |||
| WEST MICHIGAN ADVISORS, LLC | 918.213 $ | +25.476 $ | +2,9 % | 892.737 $ | -31.048 $ | -3,4 % | 923.785 $ | +51.012 $ | +5,8 % | |||
| RCS Financial Planning, LLC | 923.080 $ | +3.052 $ | +0,3 % | 920.028 $ | +54.761 $ | +6,3 % | 865.267 $ | +10.764 $ | +1,3 % | 854.503 $ | +20.248 $ | +2,4 % |
| SEGALL BRYANT & HAMILL, LLC | 922.254 $ | +22.343 $ | +2,5 % | |||||||||
| Investment Research Partners LLC | 919.731 $ | -2.464 $ | -0,3 % | 922.195 $ | +57.768 $ | +6,7 % | 864.427 $ | +10.217 $ | +1,2 % | 854.210 $ | +1.972 $ | +0,2 % |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 859.035 $ | -59.345 $ | -6,5 % | 918.380 $ | +120.448 $ | +15,1 % | 797.932 $ | +9.431 $ | +1,2 % | 788.501 $ | +18.950 $ | +2,5 % |
| Legacy Advisors, LLC | 914.447 $ | +277.988 $ | +43,7 % | 636.459 $ | +215.612 $ | +51,2 % | 420.847 $ | +4.974 $ | +1,2 % | 415.873 $ | ||
| RHS Financial, LLC | 911.962 $ | +210.375 $ | +30,0 % | 701.587 $ | +338.261 $ | +93,1 % | 363.326 $ | -42.583 $ | -10,5 % | 405.909 $ | -27.583 $ | -6,4 % |
| Hills Bank & Trust Co | 911.812 $ | +734.011 $ | +412,8 % | 177.801 $ | +44.058 $ | +32,9 % | 133.743 $ | +3.215 $ | +2,5 % | |||
| QUANTIFY CHAOS ADVISORS, LLC | 911.432 $ | +73.253 $ | +8,7 % | 838.179 $ | +28.425 $ | +3,5 % | 809.754 $ | |||||
| WIN ADVISORS, INC | 911.092 $ | |||||||||||
| BankPlus Trust Department | 906.210 $ | +588.721 $ | +185,4 % | 317.489 $ | +3.752 $ | +1,2 % | 313.737 $ | +176.486 $ | +128,6 % | |||
| LAZARI CAPITAL MANAGEMENT, INC. | 906.042 $ | +2.806 $ | +0,3 % | 903.236 $ | +26.977 $ | +3,1 % | 876.259 $ | +10.357 $ | +1,2 % | 865.902 $ | -72.524 $ | -7,7 % |
| BARRETT & COMPANY, INC. | 673.374 $ | -229.707 $ | -25,4 % | 903.081 $ | +67.120 $ | +8,0 % | 835.961 $ | -18.836 $ | -2,2 % | 854.797 $ | +10.685 $ | +1,3 % |
| FIRST NATIONAL BANK SIOUX FALLS | 864.557 $ | -34.822 $ | -3,9 % | 899.379 $ | +0 $ | +0,0 % | 899.379 $ | +79.299 $ | +9,7 % | 820.080 $ | +19.709 $ | +2,5 % |
| Lavaca Capital LLC | 898.155 $ | +382.496 $ | +74,2 % | 515.659 $ | +56.550 $ | +12,3 % | 459.109 $ | -77.411 $ | -14,4 % | |||
| Partners in Financial Planning | 894.991 $ | +75.160 $ | +9,2 % | 819.831 $ | +9.690 $ | +1,2 % | 810.141 $ | +33.716 $ | +4,3 % | |||
| Fermata Advisors, LLC | 871.249 $ | -21.362 $ | -2,4 % | 892.611 $ | +91.582 $ | +11,4 % | 801.029 $ | -10.213 $ | -1,3 % | 811.242 $ | +41.295 $ | +5,4 % |
| CPC Advisors, LLC | 764.964 $ | +52.301 $ | +7,3 % | 712.663 $ | +250.145 $ | +54,1 % | 462.518 $ | -427.878 $ | -48,1 % | 890.396 $ | +52.831 $ | +6,3 % |
| Intentional Wealth Strategies, LLC | 825.373 $ | -64.990 $ | -7,3 % | 890.363 $ | ||||||||
| BAKER TILLY WEALTH MANAGEMENT, LLC | 888.085 $ | +470.595 $ | +112,7 % | 417.490 $ | +26.421 $ | +6,8 % | 391.069 $ | +6.858 $ | +1,8 % | 384.211 $ | +9.494 $ | +2,5 % |
| PARK NATIONAL CORP /OH/ | 701.896 $ | -185.565 $ | -20,9 % | 887.461 $ | +1.534 $ | +0,2 % | 885.927 $ | |||||
| Private Wealth Advisors, LLC | 733.248 $ | +51.476 $ | +7,6 % | 681.772 $ | -204.678 $ | -23,1 % | 886.450 $ | +32.180 $ | +3,8 % | |||
| Generations Wealth, LLC | 872.118 $ | +11.630 $ | +1,4 % | 860.488 $ | -21.588 $ | -2,4 % | 882.076 $ | |||||
| Quad-Cities Investment Group, LLC | 873.213 $ | -7.823 $ | -0,9 % | 881.036 $ | +66.816 $ | +8,2 % | 814.220 $ | +27.515 $ | +3,5 % | 786.705 $ | +25.998 $ | +3,4 % |
| Landing Point Financial Group, LLC | 293.062 $ | -583.088 $ | -66,6 % | 876.150 $ | +127.816 $ | +17,1 % | 748.334 $ | +87.986 $ | +13,3 % | |||
| River Street Advisors LLC | 875.214 $ | +18.935 $ | +2,2 % | 856.279 $ | +23.855 $ | +2,9 % | 832.424 $ | +146.623 $ | +21,4 % | 685.801 $ | +15.434 $ | +2,3 % |
| TCI Wealth Advisors, Inc. | 872.408 $ | +54.650 $ | +6,7 % | 817.758 $ | -28.713 $ | -3,4 % | 846.471 $ | -70.110 $ | -7,6 % | |||
| Mayfair Advisory Group, LLC | 871.823 $ | +20.755 $ | +2,4 % | 851.068 $ | +51.326 $ | +6,4 % | 799.742 $ | +1.590 $ | +0,2 % | 798.152 $ | +26.855 $ | +3,5 % |
| Live Oak Private Wealth LLC | 863.715 $ | +154.684 $ | +21,8 % | 709.031 $ | +2.565 $ | +0,4 % | 706.466 $ | +11.915 $ | +1,7 % | |||
| DF DENT & CO INC | 861.783 $ | |||||||||||
| Raleigh Capital Management Inc. | 861.102 $ | +148.551 $ | +20,8 % | 712.551 $ | +56.245 $ | +8,6 % | 656.306 $ | +26.813 $ | +4,3 % | |||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 860.701 $ | +545.174 $ | +172,8 % | 315.527 $ | -60.173 $ | -16,0 % | 375.700 $ | +2.562 $ | +0,7 % | 373.138 $ | +1.547 $ | +0,4 % |
| Haverford Financial Services, Inc. | 859.562 $ | +53.845 $ | +6,7 % | 805.717 $ | +9.523 $ | +1,2 % | 796.194 $ | +19.135 $ | +2,5 % | |||
| Financial Perspectives, Inc | 856.885 $ | +93.130 $ | +12,2 % | 763.755 $ | +37.028 $ | +5,1 % | 726.727 $ | +87.568 $ | +13,7 % | |||
| CRA Financial Services, LLC | 743.961 $ | -26.284 $ | -3,4 % | 770.245 $ | +44.430 $ | +6,1 % | 725.815 $ | -131.068 $ | -15,3 % | 856.883 $ | +112.346 $ | +15,1 % |
| Impact Capital Partners LLC | 732.839 $ | +18.205 $ | +2,5 % | 714.634 $ | +43.362 $ | +6,5 % | 671.272 $ | -183.779 $ | -21,5 % | 855.051 $ | ||
| Stonebridge Capital Advisors LLC | 724.447 $ | -40.713 $ | -5,3 % | 765.160 $ | -89.451 $ | -10,5 % | 854.611 $ | +167.394 $ | +24,4 % | |||
| TD Capital Management LLC | 843.685 $ | -7.008 $ | -0,8 % | 850.693 $ | +10.054 $ | +1,2 % | 840.639 $ | +25.087 $ | +3,1 % | |||
| Kelman-Lazarov, Inc. | 810.886 $ | +20.469 $ | +2,6 % | 790.417 $ | -59.274 $ | -7,0 % | 849.691 $ | +96.293 $ | +12,8 % | |||
| Horizon Wealth Management, LLC | 844.271 $ | +199.619 $ | +31,0 % | 644.652 $ | +21.755 $ | +3,5 % | 622.897 $ | +15.190 $ | +2,5 % | |||
| Nicht ausgewiesen | 694.797 $ | +37.911 $ | +5,8 % | 656.886 $ | -186.185 $ | -22,1 % | 843.071 $ | +20.262 $ | +2,5 % | |||
| Hilltop Holdings Inc. | 708.028 $ | +15.564 $ | +2,2 % | 692.464 $ | -148.191 $ | -17,6 % | 840.655 $ | -88.425 $ | -9,5 % | |||
| Drucker Wealth 3.0, LLC | 838.747 $ | +158.147 $ | +23,2 % | 680.600 $ | -144.972 $ | -17,6 % | 825.572 $ | +16.609 $ | +2,1 % | |||
| Obermeyer Wealth Partners | 451.086 $ | +1.107 $ | +0,2 % | 449.979 $ | -387.979 $ | -46,3 % | 837.958 $ | +56.424 $ | +7,2 % | 781.534 $ | +389.425 $ | +99,3 % |
| NAPLES GLOBAL ADVISORS, LLC | 837.639 $ | +88.412 $ | +11,8 % | 749.227 $ | +10.197 $ | +1,4 % | 739.030 $ | +95.118 $ | +14,8 % | |||
| Pine Valley Investments Ltd Liability Co | 836.703 $ | +52.791 $ | +6,7 % | 783.912 $ | -2.275 $ | -0,3 % | 786.187 $ | +16.003 $ | +2,1 % | |||
| PATRON PARTNERS, LLC | 622.555 $ | -15.500 $ | -2,4 % | 638.055 $ | -198.038 $ | -23,7 % | 836.093 $ | -80.662 $ | -8,8 % | |||
| NORTHBRIDGE FINANCIAL GROUP, LLC | 706.642 $ | -129.439 $ | -15,5 % | 836.081 $ | +103.819 $ | +14,2 % | 732.262 $ | |||||
| G&S Capital LLC | 833.247 $ | +58.663 $ | +7,6 % | 774.584 $ | +9.155 $ | +1,2 % | 765.429 $ | -14.913 $ | -1,9 % | |||
| S Harris Financial Group, LLC | 831.596 $ | +53.881 $ | +6,9 % | 777.715 $ | -38.275 $ | -4,7 % | 815.990 $ | |||||
| Allegheny Financial Group | 829.944 $ | +163.531 $ | +24,5 % | 666.413 $ | +8.950 $ | +1,4 % | 657.463 $ | +34.418 $ | +5,5 % | |||
| Cedarwood Wealth LLC | 811.704 $ | +52.121 $ | +6,9 % | 759.583 $ | -68.400 $ | -8,3 % | 827.983 $ | |||||
| Fulcrum Capital LLC | 825.418 $ | +2.556 $ | +0,3 % | 822.862 $ | +48.740 $ | +6,3 % | 774.122 $ | +9.150 $ | +1,2 % | 764.972 $ | +18.384 $ | +2,5 % |
| Clear Harbor Asset Management, LLC | 825.276 $ | +41.739 $ | +5,3 % | 783.537 $ | +29.747 $ | +3,9 % | 753.790 $ | +18.116 $ | +2,5 % | |||
| SNOWWATER INVESTMENT PARTNERS, LLC | 308.573 $ | -515.250 $ | -62,5 % | 823.823 $ | +9.737 $ | +1,2 % | 814.086 $ | |||||
| Blue Edge Capital, LLC | 822.186 $ | +207.849 $ | +33,8 % | 614.337 $ | +107.725 $ | +21,3 % | 506.612 $ | +175.009 $ | +52,8 % | |||
| DUDLEY CAPITAL MANAGEMENT, LLC | 821.123 $ | +51.437 $ | +6,7 % | 769.686 $ | +9.097 $ | +1,2 % | 760.589 $ | +18.279 $ | +2,5 % | |||
| AVISO WEALTH MANAGEMENT | 819.866 $ | +75.300 $ | +10,1 % | 744.566 $ | +12.336 $ | +1,7 % | 732.230 $ | |||||
| Gerber Kawasaki Wealth & Investment Management | 819.615 $ | +120.671 $ | +17,3 % | 698.944 $ | +236.777 $ | +51,2 % | 462.167 $ | -21.285 $ | -4,4 % | |||
| FIDUCIARY FINANCIAL GROUP, LLC | 801.478 $ | -17.996 $ | -2,2 % | 819.474 $ | +335.978 $ | +69,5 % | 483.496 $ | -113.641 $ | -19,0 % | 597.137 $ | -2.281 $ | -0,4 % |
| Capital Planning LLC | 473.937 $ | -197.294 $ | -29,4 % | 671.231 $ | +42.047 $ | +6,7 % | 629.184 $ | -190.200 $ | -23,2 % | 819.384 $ | +368.952 $ | +81,9 % |
| Balboa Wealth Partners | 815.849 $ | +7.839 $ | +1,0 % | 808.010 $ | +98.035 $ | +13,8 % | 709.975 $ | +5.350 $ | +0,8 % | 704.625 $ | +20.115 $ | +2,9 % |
| ANCHOR CAPITAL ADVISORS LLC | 814.748 $ | +391.520 $ | +92,5 % | 423.228 $ | +5.002 $ | +1,2 % | 418.226 $ | +10.052 $ | +2,5 % | |||
| First Citizens Financial Corp | 777.849 $ | -6.960 $ | -0,9 % | 784.809 $ | +2.720 $ | +0,3 % | 782.089 $ | -30.119 $ | -3,7 % | 812.208 $ | -99.658 $ | -10,9 % |
| SUMMIT WEALTH GROUP LLC / CO | 812.099 $ | +118.070 $ | +17,0 % | 694.029 $ | +79.055 $ | +12,9 % | 614.974 $ | |||||
| Beaumont Asset Management, L.L.C. | 809.336 $ | +4.438 $ | +0,6 % | 804.898 $ | +46.347 $ | +6,1 % | 758.551 $ | +17.107 $ | +2,3 % | 741.444 $ | +163.976 $ | +28,4 % |
| Concorde Asset Management, LLC | 589.383 $ | -219.815 $ | -27,2 % | 809.198 $ | +7.156 $ | +0,9 % | ||||||
| Signal Advisors Wealth, LLC | 808.983 $ | +17.143 $ | +2,2 % | 791.840 $ | +445.300 $ | +128,5 % | 346.540 $ | -14.575 $ | -4,0 % | 361.115 $ | -136.425 $ | -27,4 % |
| Rare Wolf Capital LLC | 805.526 $ | +8.451 $ | +1,1 % | 797.075 $ | +49.931 $ | +6,7 % | 747.144 $ | +9.188 $ | +1,2 % | 737.956 $ | ||
| NICHOLS & PRATT ADVISERS LLP /MA | 768.655 $ | +92.595 $ | +13,7 % | 676.060 $ | +42.350 $ | +6,7 % | 633.710 $ | -171.430 $ | -21,3 % | 805.140 $ | ||
| Glassman Wealth Services | 803.746 $ | +43.498 $ | +5,7 % | 760.248 $ | -27.067 $ | -3,4 % | 787.315 $ | +22.987 $ | +3,0 % | |||
| KENNEDY INVESTMENT GROUP, INC. | 802.491 $ | +7.535 $ | +0,9 % | 794.956 $ | ||||||||
| Godfrey Financial Associates, Inc. | 800.172 $ | +51.830 $ | +6,9 % | 748.342 $ | -53.777 $ | -6,7 % | 802.119 $ | |||||
| D'Orazio & Associates, Inc. | 801.170 $ | +102.401 $ | +14,7 % | 698.769 $ | +11.633 $ | +1,7 % | 687.136 $ | +98.080 $ | +16,7 % | |||
| Seven Springs Wealth Group, LLC | 801.093 $ | +93.093 $ | +13,1 % | 708.000 $ | +49 $ | +0,0 % | 707.951 $ | +17.014 $ | +2,5 % | |||
| Sageworth Trust Co | 801.035 $ | +50.179 $ | +6,7 % | 750.856 $ | +8.875 $ | +1,2 % | 741.981 $ | -14.822 $ | -2,0 % | |||
| KDK Private Wealth Management, LLC | 800.693 $ | +11.723 $ | +1,5 % | 788.970 $ | +8.165 $ | +1,0 % | 780.805 $ | +8.211 $ | +1,1 % | |||
| WHITE PINE CAPITAL LLC | 410.465 $ | -381.673 $ | -48,2 % | 792.138 $ | +400.393 $ | +102,2 % | 391.745 $ | +33.861 $ | +9,5 % | |||
| Gibbs Wealth Management | 791.506 $ | +32.681 $ | +4,3 % | 758.825 $ | +183.593 $ | +31,9 % | 575.232 $ | |||||
| Kohmann Bosshard Financial Services, LLC | 790.797 $ | +47.908 $ | +6,4 % | 742.889 $ | +8.777 $ | +1,2 % | 734.112 $ | +19.741 $ | +2,8 % | |||
| Sand Hill Global Advisors, LLC | 789.357 $ | +49.719 $ | +6,7 % | 739.638 $ | +140.158 $ | +23,4 % | 599.480 $ | -522 $ | -0,1 % | |||
| Selective Wealth Management, Inc. | 776.049 $ | -12.383 $ | -1,6 % | 788.432 $ | +53.112 $ | +7,2 % | 735.320 $ | +13.760 $ | +1,9 % | 721.560 $ | +36.862 $ | +5,4 % |
| One Wealth Advisors, LLC | 786.161 $ | +48.794 $ | +6,6 % | 737.367 $ | +2.364 $ | +0,3 % | 735.003 $ | +9.020 $ | +1,2 % | |||
| Community Financial Services Group, LLC | 784.967 $ | +304.759 $ | +63,5 % | 480.208 $ | +20.842 $ | +4,5 % | 459.366 $ | -56.908 $ | -11,0 % | 516.274 $ | +79.899 $ | +18,3 % |
| First Heartland Consultants, Inc. | 772.306 $ | -11.832 $ | -1,5 % | 784.138 $ | -29 $ | -0,0 % | 784.167 $ | +112.786 $ | +16,8 % | 671.381 $ | +17.611 $ | +2,7 % |
| CLEAR WAVE WEALTH MANAGEMENT LLC | 781.378 $ | +71.391 $ | +10,1 % | 709.987 $ | ||||||||
| FARMERS & MERCHANTS INVESTMENTS INC | 780.175 $ | +13.813 $ | +1,8 % | 766.362 $ | +112.554 $ | +17,2 % | 653.808 $ | +7.728 $ | +1,2 % | 646.080 $ | -11.102 $ | -1,7 % |
| Zhang Financial LLC | 580.161 $ | +56.647 $ | +10,8 % | 523.514 $ | -253.193 $ | -32,6 % | 776.707 $ | +4.428 $ | +0,6 % | |||
| CGN Advisors LLC | 776.493 $ | +124.385 $ | +19,1 % | 652.108 $ | +31.887 $ | +5,1 % | 620.221 $ | +242.700 $ | +64,3 % | 377.521 $ | -7.691 $ | -2,0 % |
| EQUITABLE TRUST CO | 768.355 $ | +11.264 $ | +1,5 % | 757.091 $ | +244.057 $ | +47,6 % | 513.034 $ | +6.064 $ | +1,2 % | 506.970 $ | -190.899 $ | -27,4 % |
| Key FInancial Inc | 768.124 $ | +50.560 $ | +7,0 % | 717.564 $ | +38.004 $ | +5,6 % | 679.560 $ | +11.850 $ | +1,8 % | |||
| CENTRAL VALLEY ADVISORS, LLC | 761.347 $ | +246.038 $ | +47,7 % | 515.309 $ | ||||||||
| 1ST SOURCE BANK | 756.511 $ | +96.185 $ | +14,6 % | 660.326 $ | +26.502 $ | +4,2 % | 633.824 $ | |||||
| Kingsman Wealth Management, Inc. | 750.578 $ | +2.324 $ | +0,3 % | 748.254 $ | +58.070 $ | +8,4 % | 690.184 $ | +8.157 $ | +1,2 % | 682.027 $ | +28.956 $ | +4,4 % |
| Compass Financial Services Inc | 747.222 $ | +138.081 $ | +22,7 % | 609.141 $ | +60.249 $ | +11,0 % | 548.892 $ | +70.658 $ | +14,8 % | |||
| Inscription Capital, LLC | 745.428 $ | +70.079 $ | +10,4 % | 675.349 $ | +7.983 $ | +1,2 % | 667.366 $ | -127.609 $ | -16,1 % | |||
| Maltin Wealth Management, Inc. | 529.801 $ | -214.022 $ | -28,8 % | 743.823 $ | +68.194 $ | +10,1 % | 675.629 $ | -16.513 $ | -2,4 % | 692.142 $ | +44.364 $ | +6,8 % |
| Traynor Capital Management, Inc. | 742.976 $ | +25.579 $ | +3,6 % | 717.397 $ | +59.098 $ | +9,0 % | 658.299 $ | -357.806 $ | -35,2 % | |||
| Providence First Trust Co | 741.831 $ | |||||||||||
| Talisman Wealth Advisors LLC | 512.766 $ | -227.916 $ | -30,8 % | 740.682 $ | +1.851 $ | +0,3 % | ||||||
| Genesis Wealth Advisors, LLC | 740.672 $ | +13.354 $ | +1,8 % | 727.318 $ | +8.596 $ | +1,2 % | 718.722 $ | +17.273 $ | +2,5 % | |||
| Armstrong, Fleming & Moore, Inc | 740.334 $ | +35.584 $ | +5,0 % | 704.750 $ | +17.276 $ | +2,5 % | 687.474 $ | +20.563 $ | +3,1 % | |||
| EVERMAY WEALTH MANAGEMENT LLC | 736.616 $ | +527.491 $ | +252,2 % | 209.125 $ | -11.484 $ | -5,2 % | 220.609 $ | +5.302 $ | +2,5 % | |||
| Bravera Wealth | 162.061 $ | -574.491 $ | -78,0 % | 736.552 $ | +586.438 $ | +390,7 % | 150.114 $ | |||||
| CHILDRESS CAPITAL ADVISORS, LLC | 735.264 $ | +46.059 $ | +6,7 % | 689.205 $ | +8.146 $ | +1,2 % | 681.059 $ | +16.368 $ | +2,5 % | |||
| J.E. Simmons & Co., P.C. | 733.764 $ | +63.562 $ | +9,5 % | 670.202 $ | -40.477 $ | -5,7 % | 710.679 $ | |||||
| Millington Financial Advisors, LLC | 732.895 $ | +14.189 $ | +2,0 % | 718.706 $ | -7.593 $ | -1,0 % | 726.299 $ | +85.976 $ | +13,4 % | |||
| Argentarii, LLC | 669.089 $ | +67.155 $ | +11,2 % | 601.934 $ | -127.076 $ | -17,4 % | 729.010 $ | |||||
| Destination Wealth Management | 658.183 $ | +8.156 $ | +1,3 % | 650.027 $ | -78.825 $ | -10,8 % | 728.852 $ | +8.208 $ | +1,1 % | |||
| Tidemark, LLC | 727.481 $ | +32.987 $ | +4,7 % | 694.494 $ | +491.148 $ | +241,5 % | ||||||
| REGATTA CAPITAL GROUP, LLC | 727.248 $ | +45.828 $ | +6,7 % | 681.420 $ | +67.634 $ | +11,0 % | 613.786 $ | -12.606 $ | -2,0 % | |||
| Oath Planning, LLC | 726.681 $ | +2.443 $ | +0,3 % | 724.238 $ | +130.459 $ | +22,0 % | 593.779 $ | +1.090 $ | +0,2 % | 592.689 $ | ||
| WHALEROCK POINT PARTNERS, LLC | 701.530 $ | -23.888 $ | -3,3 % | 725.418 $ | +418.032 $ | +136,0 % | 307.386 $ | |||||
| Cassaday & Co Wealth Management LLC | 627.705 $ | -97.063 $ | -13,4 % | 724.768 $ | +21.806 $ | +3,1 % | 702.962 $ | +412.743 $ | +142,2 % | |||
| Warther Private Wealth, LLC | 724.350 $ | |||||||||||
| Heartland Bank & Trust Co | 722.901 $ | +42.115 $ | +6,2 % | 680.786 $ | ||||||||
| Wise Wealth Partners | 722.551 $ | +8.540 $ | +1,2 % | 714.011 $ | +18.870 $ | +2,7 % | ||||||
| VOISARD ASSET MANAGEMENT GROUP, INC. | 721.660 $ | +2.235 $ | +0,3 % | 719.425 $ | +45.067 $ | +6,7 % | 674.358 $ | -28.798 $ | -4,1 % | 703.156 $ | -11.040 $ | -1,5 % |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 721.115 $ | +61.524 $ | +9,3 % | 659.591 $ | +9.138 $ | +1,4 % | 650.453 $ | -3.645 $ | -0,6 % | |||
| Maridea Wealth Management LLC | 720.269 $ | +407.488 $ | +130,3 % | 312.781 $ | ||||||||
| SONATA CAPITAL GROUP INC | 717.009 $ | +135.500 $ | +23,3 % | 581.509 $ | ||||||||
| RVW Wealth, LLC | 716.810 $ | +13.326 $ | +1,9 % | 703.484 $ | +48.177 $ | +7,4 % | 655.307 $ | +16.692 $ | +2,6 % | 638.615 $ | +22.730 $ | +3,7 % |
| My Personal CFO, LLC | 715.411 $ | +2.216 $ | +0,3 % | 713.195 $ | +55.964 $ | +8,5 % | 657.231 $ | |||||
| AM INVESTMENT STRATEGIES LLC | 711.000 $ | +44.000 $ | +6,6 % | 667.000 $ | +8.000 $ | +1,2 % | 659.000 $ | |||||
| Bogart Wealth, LLC | 710.408 $ | +113.343 $ | +19,0 % | 597.065 $ | +267.296 $ | +81,1 % | 329.769 $ | +66.656 $ | +25,3 % | |||
| Ethos Financial Group, LLC | 706.170 $ | +347.256 $ | +96,8 % | 358.914 $ | +11.682 $ | +3,4 % | ||||||
| Legacy Private Trust Co. | 701.023 $ | -2.658 $ | -0,4 % | 703.681 $ | +48.606 $ | +7,4 % | 655.075 $ | +9.085 $ | +1,4 % | 645.990 $ | -10.668 $ | -1,6 % |
| COMPASS CAPITAL CORP /MA/ /ADV | 702.192 $ | +32.960 $ | +4,9 % | 669.232 $ | -31.299 $ | -4,5 % | 700.531 $ | +2.350 $ | +0,3 % | |||
| Oak Grove Capital LLC | 701.024 $ | +2.171 $ | +0,3 % | 698.853 $ | +43.778 $ | +6,7 % | 655.075 $ | |||||
| Keener Financial Planning LLC | 700.000 $ | +76.000 $ | +12,2 % | 624.000 $ | +60.000 $ | +10,6 % | 564.000 $ | +238.000 $ | +73,0 % | |||
| Eaton Financial Holdings Company, LLC | 352.846 $ | +60.489 $ | +20,7 % | 292.357 $ | -403.453 $ | -58,0 % | 695.810 $ | +36.742 $ | +5,6 % | |||
| Blue Chip Partners, LLC | 678.388 $ | -16.224 $ | -2,3 % | 694.612 $ | +15.127 $ | +2,2 % | 679.485 $ | +31.045 $ | +4,8 % | |||
| Madrona Financial Services, LLC | 690.654 $ | |||||||||||
| Spartan Wealth Advisory Services LLC | 688.229 $ | +43.112 $ | +6,7 % | 645.117 $ | ||||||||
| Smith Thornton Advisors LLC | 675.178 $ | -9.431 $ | -1,4 % | 684.609 $ | +30.600 $ | +4,7 % | 654.009 $ | +7.730 $ | +1,2 % | 646.279 $ | +15.008 $ | +2,4 % |
| Mission Creek Capital Partners, Inc. | 602.690 $ | -42.621 $ | -6,6 % | 645.311 $ | -38.988 $ | -5,7 % | 684.299 $ | +61.183 $ | +9,8 % | |||
| GERMAN AMERICAN BANCORP, INC. | 683.110 $ | +464.399 $ | +212,3 % | |||||||||
| Institute for Wealth Management, LLC. | 666.762 $ | -15.473 $ | -2,3 % | 682.235 $ | +28.192 $ | +4,3 % | 654.043 $ | +36.848 $ | +6,0 % | |||
| Kondo Wealth Advisors, Inc. | 681.551 $ | +2.111 $ | +0,3 % | 679.440 $ | +42.561 $ | +6,7 % | 636.879 $ | +7.528 $ | +1,2 % | 629.351 $ | +15.125 $ | +2,5 % |
| RESOLUTE WEALTH ADVISOR, INC. | 681.510 $ | +0 $ | +0,0 % | 681.510 $ | ||||||||
| Quadcap Wealth Management, LLC | 679.381 $ | +87.070 $ | +14,7 % | 592.311 $ | -28.424 $ | -4,6 % | 620.735 $ | +43.115 $ | +7,5 % | |||
| FPC INVESTMENT ADVISORY, INC. | 675.964 $ | +9.340 $ | +1,4 % | 666.624 $ | +38.346 $ | +6,1 % | 628.278 $ | +15.099 $ | +2,5 % | |||
| LYELL WEALTH MANAGEMENT, LP | 653.267 $ | -22.449 $ | -3,3 % | 675.716 $ | +27.578 $ | +4,3 % | 648.138 $ | -27.205 $ | -4,0 % | |||
| Centennial Wealth Advisory LLC | 675.492 $ | +184.532 $ | +37,6 % | 490.960 $ | -22.892 $ | -4,5 % | 513.852 $ | -10.209 $ | -1,9 % | 524.061 $ | +39.580 $ | +8,2 % |
| SACHEM HILL LLC | 619.980 $ | -55.449 $ | -8,2 % | 675.429 $ | +34.525 $ | +5,4 % | 640.904 $ | +239 $ | +0,0 % | 640.665 $ | +15.398 $ | +2,5 % |
| SFMG, LLC | 674.266 $ | +78.624 $ | +13,2 % | 595.642 $ | +17.686 $ | +3,1 % | 577.956 $ | +73.566 $ | +14,6 % | |||
| Pinnacle Wealth Management Advisory Group, LLC | 669.927 $ | +44.356 $ | +7,1 % | 625.571 $ | -46.282 $ | -6,9 % | 671.853 $ | +23.711 $ | +3,7 % | |||
| Fortis Capital Management LLC | 671.629 $ | +42.348 $ | +6,7 % | 629.281 $ | +144.759 $ | +29,9 % | 484.522 $ | +17.429 $ | +3,7 % | |||
| TFO Wealth Partners, LLC | 668.044 $ | +61.674 $ | +10,2 % | 606.370 $ | ||||||||
| Sound Income Strategies, LLC | 254.406 $ | -412.781 $ | -61,9 % | 667.187 $ | +32.894 $ | +5,2 % | 634.293 $ | +67.939 $ | +12,0 % | 566.354 $ | +97.365 $ | +20,8 % |
| Hennion & Walsh Asset Management, Inc. | 667.019 $ | +90.340 $ | +15,7 % | 576.679 $ | +160.150 $ | +38,4 % | 416.529 $ | +79.712 $ | +23,7 % | 336.817 $ | +96.976 $ | +40,4 % |
| CHAPIN DAVIS, INC. | 659.948 $ | -5.200 $ | -0,8 % | 665.148 $ | +19.578 $ | +3,0 % | 645.570 $ | +82.778 $ | +14,7 % | 562.792 $ | +13.524 $ | +2,5 % |
| BURKE & HERBERT BANK & TRUST CO | 664.567 $ | +123.379 $ | +22,8 % | 541.188 $ | +6.396 $ | +1,2 % | 534.792 $ | +44.721 $ | +9,1 % | |||
| ALLSTREET CAPITAL ADVISORS LLC | 664.488 $ | +149.718 $ | +29,1 % | 514.770 $ | +10.557 $ | +2,1 % | 504.213 $ | |||||
| KEB ASSET MANAGEMENT, LLC | 664.043 $ | +36.284 $ | +5,8 % | 627.759 $ | +7.419 $ | +1,2 % | 620.340 $ | +15.042 $ | +2,5 % | |||
| DIVERSIFIED MANAGEMENT INC | 663.919 $ | +11.425 $ | +1,8 % | 652.494 $ | +73.283 $ | +12,7 % | 579.211 $ | +62.222 $ | +12,0 % | 516.989 $ | ||
| ROTHSCHILD INVESTMENT LLC | 663.677 $ | +251.008 $ | +60,8 % | 412.669 $ | +132.000 $ | +47,0 % | 280.669 $ | +33.582 $ | +13,6 % | |||
| Lynx Investment Advisory | 661.419 $ | +97.584 $ | +17,3 % | 563.835 $ | +280.109 $ | +98,7 % | 283.726 $ | +9.790 $ | +3,6 % | |||
| HILLTOP WEALTH ADVISORS, LLC | 659.564 $ | +40.321 $ | +6,5 % | 619.243 $ | +7.319 $ | +1,2 % | 611.924 $ | -1.271 $ | -0,2 % | |||
| LAUREL OAK WEALTH MANAGEMENT, LLC | 562.171 $ | -97.350 $ | -14,8 % | 659.521 $ | +24.544 $ | +3,9 % | 634.977 $ | +38.368 $ | +6,4 % | 596.609 $ | ||
| Prairie Wealth Advisors, Inc. | 659.402 $ | |||||||||||
| First National Bank of Hutchinson | 255.840 $ | -40.555 $ | -13,7 % | 296.395 $ | -360.868 $ | -54,9 % | 657.263 $ | +15.796 $ | +2,5 % | |||
| KFA Private Wealth Group, LLC | 656.986 $ | +7.636 $ | +1,2 % | 649.350 $ | +149.659 $ | +30,0 % | 499.691 $ | +94.560 $ | +23,3 % | 405.131 $ | +24.554 $ | +6,5 % |
| River Wealth Advisors LLC | 654.534 $ | +96.859 $ | +17,4 % | 557.675 $ | +13.064 $ | +2,4 % | 544.611 $ | +139.514 $ | +34,4 % | |||
| Investor's Fiduciary Advisor Network, LLC | 543.000 $ | -111.000 $ | -17,0 % | 654.000 $ | -57.000 $ | -8,0 % | ||||||
| Kennebec Savings Bank | 650.065 $ | +1.047 $ | +0,2 % | 649.018 $ | +82.662 $ | +14,6 % | 566.356 $ | -10.840 $ | -1,9 % | 577.196 $ | +15.793 $ | +2,8 % |
| Optivise Advisory Services LLC | 647.740 $ | +208.011 $ | +47,3 % | 439.729 $ | +62.762 $ | +16,6 % | 376.967 $ | +83.180 $ | +28,3 % | 293.787 $ | ||
| Trust Co of the South | 643.768 $ | +85.246 $ | +15,3 % | 558.522 $ | +49.743 $ | +9,8 % | 508.779 $ | -133.097 $ | -20,7 % | 641.876 $ | +326.076 $ | +103,3 % |
| Noble Wealth Management PBC | 641.346 $ | +55 $ | +0,0 % | 641.291 $ | +35.645 $ | +5,9 % | 605.646 $ | +7.159 $ | +1,2 % | 598.487 $ | -20.541 $ | -3,3 % |
| AMARILLO NATIONAL BANK | 640.519 $ | +113.725 $ | +21,6 % | 526.794 $ | +6.226 $ | +1,2 % | 520.568 $ | +12.511 $ | +2,5 % | |||
| Boston Trust Walden Corp | 638.587 $ | +15.560 $ | +2,5 % | 623.027 $ | +36.617 $ | +6,2 % | 586.410 $ | -7.735 $ | -1,3 % | |||
| Centurion Wealth Management LLC | 638.505 $ | +9.607 $ | +1,5 % | 628.898 $ | +22.204 $ | +3,7 % | 606.694 $ | +31.504 $ | +5,5 % | 575.190 $ | +3.175 $ | +0,6 % |
| GOLDEN ROAD ADVISORS LLC | 636.462 $ | +37.878 $ | +6,3 % | 598.584 $ | +29.976 $ | +5,3 % | 568.608 $ | +21.611 $ | +4,0 % | |||
| Foster Victor Wealth Advisors, LLC | 636.407 $ | +358.139 $ | +128,7 % | 278.268 $ | -9.214 $ | -3,2 % | 287.482 $ | +12.664 $ | +4,6 % | 274.818 $ | +11.585 $ | +4,4 % |
| MITCHELL CAPITAL MANAGEMENT CO | 634.820 $ | |||||||||||
| OARSMAN CAPITAL, INC. | 532.620 $ | -17.284 $ | -3,1 % | 549.904 $ | -84.302 $ | -13,3 % | 634.206 $ | +196.958 $ | +45,0 % | |||
| Vantage Financial Partners, LLC | 630.935 $ | -6.808 $ | -1,1 % | |||||||||
| Phillips Wealth Planners LLC | 619.894 $ | -9.638 $ | -1,5 % | 629.532 $ | +10.159 $ | +1,6 % | 619.373 $ | +144.700 $ | +30,5 % | |||
| Echo45 Advisors LLC | 629.061 $ | |||||||||||
| United Community Bank | 628.543 $ | +293.582 $ | +87,6 % | 334.961 $ | -178.003 $ | -34,7 % | 512.964 $ | +189.917 $ | +58,8 % | |||
| OneAscent Financial Services LLC | 444.268 $ | -181.928 $ | -29,1 % | 626.196 $ | +26.339 $ | +4,4 % | 599.857 $ | +364.557 $ | +154,9 % | |||
| Gray Private Wealth, LLC | 625.579 $ | +108.431 $ | +21,0 % | 517.148 $ | +45.385 $ | +9,6 % | 471.763 $ | +32.465 $ | +7,4 % | |||
| ELLERSON GROUP INC /ADV | 625.066 $ | +40.242 $ | +6,9 % | 584.824 $ | +13.175 $ | +2,3 % | 571.649 $ | +13.738 $ | +2,5 % | |||
| RPg Family Wealth Advisory, LLC | 623.907 $ | +310.945 $ | +99,4 % | 312.962 $ | ||||||||
| Accredited Investors Inc. | 623.425 $ | +34.165 $ | +5,8 % | 589.260 $ | +6.965 $ | +1,2 % | 582.295 $ | +22.638 $ | +4,0 % | |||
| Northeast Financial Group, Inc. | 622.745 $ | +2.218 $ | +0,4 % | |||||||||
| Marble Harbor Investment Counsel, LLC | 620.623 $ | +38.877 $ | +6,7 % | 581.746 $ | +186.064 $ | +47,0 % | 395.682 $ | +9.510 $ | +2,5 % | |||
| Oldfather Financial Services, LLC | 620.407 $ | |||||||||||
| Advisory Alpha, LLC | 619.333 $ | +120.274 $ | +24,1 % | 499.059 $ | +124.611 $ | +33,3 % | 374.448 $ | -15.054 $ | -3,9 % | |||
| ELEVATION WEALTH PARTNERS, LLC | 619.151 $ | +1.434 $ | +0,2 % | 617.717 $ | +5.353 $ | +0,9 % | 612.364 $ | -1.083 $ | -0,2 % | 613.447 $ | +15.738 $ | +2,6 % |
| Huntleigh Advisors, Inc. | 618.982 $ | +118.081 $ | +23,6 % | 500.901 $ | +88.490 $ | +21,5 % | 412.411 $ | |||||
| Madden Advisory Services, Inc. | 617.170 $ | +23.746 $ | +4,0 % | 593.424 $ | +81.265 $ | +15,9 % | 512.159 $ | -74.302 $ | -12,7 % | |||
| WEALTH EFFECTS LLC | 616.856 $ | |||||||||||
| INVESTMENT COUNSEL CO OF NEVADA | 615.891 $ | +38.581 $ | +6,7 % | 577.310 $ | ||||||||
| Citizens National Bank Trust Department | 615.891 $ | +38.581 $ | +6,7 % | 577.310 $ | -3.912 $ | -0,7 % | 581.222 $ | -7.859 $ | -1,3 % | |||
| Keudell/Morrison Wealth Management | 615.382 $ | +1.906 $ | +0,3 % | 613.476 $ | +35.714 $ | +6,2 % | 577.762 $ | +7.902 $ | +1,4 % | 569.860 $ | ||
| Black Swift Group, LLC | 613.283 $ | |||||||||||
| SOA Wealth Advisors, LLC. | 551.497 $ | -36.166 $ | -6,2 % | 587.663 $ | -23.470 $ | -3,8 % | 611.133 $ | +19.702 $ | +3,3 % | |||
| Ironwood Financial, llc | 602.731 $ | -554 $ | -0,1 % | 603.285 $ | +12.901 $ | +2,2 % | 590.384 $ | -18.867 $ | -3,1 % | 609.251 $ | +31.484 $ | +5,4 % |
| True North Advisors, LLC | 608.600 $ | +293.459 $ | +93,1 % | 315.141 $ | +23.363 $ | +8,0 % | 291.778 $ | -86.459 $ | -22,9 % | 378.237 $ | +9.090 $ | +2,5 % |
| Gradient Capital Advisors, LLC | 607.622 $ | +1.882 $ | +0,3 % | 605.740 $ | +28.892 $ | +5,0 % | 576.848 $ | -8.659 $ | -1,5 % | 585.507 $ | +31.796 $ | +5,7 % |
| Golden State Wealth Management, LLC | 606.175 $ | +185.529 $ | +44,1 % | 420.646 $ | -52.362 $ | -11,1 % | 473.008 $ | +24.072 $ | +5,4 % | |||
| Wellington Grp LLC | 459.721 $ | +27.712 $ | +6,4 % | 432.009 $ | -173.456 $ | -28,6 % | 605.465 $ | |||||
| Meridian Financial Advisors, LLC | 604.222 $ | +37.509 $ | +6,6 % | 566.713 $ | +130.358 $ | +29,9 % | 436.355 $ | |||||
| Forum Financial Management, LP | 603.757 $ | +10.852 $ | +1,8 % | 592.905 $ | +3.192 $ | +0,5 % | 589.713 $ | +81.848 $ | +16,1 % | 507.865 $ | -15.908 $ | -3,0 % |
| J.Safra Asset Management Corp | 602.563 $ | +37.746 $ | +6,7 % | 564.817 $ | +6.676 $ | +1,2 % | 558.141 $ | +13.414 $ | +2,5 % | |||
| Riverwater Partners LLC | 602.483 $ | +37.830 $ | +6,7 % | 564.653 $ | +2.469 $ | +0,4 % | 562.184 $ | -18.157 $ | -3,1 % | |||
| Chicago Wealth Management, Inc. | 598.024 $ | +36.376 $ | +6,5 % | 561.648 $ | +6.638 $ | +1,2 % | 555.010 $ | +18.839 $ | +3,5 % | |||
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 597.637 $ | +45.925 $ | +8,3 % | 551.712 $ | -58 $ | -0,0 % | 551.770 $ | +39.184 $ | +7,6 % | |||
| Thayer Financial, L.L.C. | 499.900 $ | -94.453 $ | -15,9 % | 594.353 $ | +107.483 $ | +22,1 % | 486.870 $ | -1.492 $ | -0,3 % | 488.362 $ | ||
| EPG Wealth Management LLC | 592.752 $ | +36.977 $ | +6,7 % | 555.775 $ | +5.749 $ | +1,0 % | 550.026 $ | +13.778 $ | +2,6 % | |||
| Sprinkle Financial Consultants LLC | 535.730 $ | -56.967 $ | -9,6 % | 592.697 $ | +52.693 $ | +9,8 % | 540.004 $ | +6.382 $ | +1,2 % | 533.622 $ | +130 $ | +0,0 % |
| Fairvoy Private Wealth, LLC | 592.421 $ | +292.057 $ | +97,2 % | 300.364 $ | +74.030 $ | +32,7 % | 226.334 $ | +15.131 $ | +7,2 % | |||
| BETO FINANCIAL GROUP, LLC | 592.009 $ | |||||||||||
| Farmers & Merchants Trust Co of Long Beach | 589.321 $ | +248.587 $ | +73,0 % | 340.734 $ | +21.345 $ | +6,7 % | 319.389 $ | +3.775 $ | +1,2 % | 315.614 $ | +7.585 $ | +2,5 % |
| Next Level Wealth Planning, LLC | 576.969 $ | +13.963 $ | +2,5 % | 563.006 $ | -23.136 $ | -3,9 % | 586.142 $ | +36.176 $ | +6,6 % | |||
| South Shore Capital Advisors | 470.397 $ | -115.626 $ | -19,7 % | 586.023 $ | +64.249 $ | +12,3 % | 521.774 $ | -55.203 $ | -9,6 % | 576.977 $ | ||
| COMMONS CAPITAL, LLC | 585.350 $ | |||||||||||
| Strategic Financial Concepts, LLC | 264.755 $ | -320.463 $ | -54,8 % | 585.218 $ | +244.004 $ | +71,5 % | 341.214 $ | -3.483.956 $ | -91,1 % | |||
| SUMMITPOINT CAPITAL MANAGEMENT | 568.081 $ | -15.950 $ | -2,7 % | 584.031 $ | ||||||||
| LVW Advisors, LLC | 582.789 $ | +1.460 $ | +0,3 % | 581.329 $ | +27.327 $ | +4,9 % | 554.002 $ | +7.049 $ | +1,3 % | 546.953 $ | +34.147 $ | +6,7 % |
| International Private Wealth Advisors LLC | 579.577 $ | +26.439 $ | +4,8 % | 553.138 $ | +6.716 $ | +1,2 % | 546.422 $ | +15.752 $ | +3,0 % | |||
| Sunpointe, LLC | 578.858 $ | +1.792 $ | +0,3 % | 577.066 $ | ||||||||
| Elevation Wealth Management LLC | 578.708 $ | +9.908 $ | +1,7 % | 568.800 $ | +75.070 $ | +15,2 % | 493.730 $ | |||||
| StrongBox Wealth, LLC | 520.180 $ | +31.771 $ | +6,5 % | 488.409 $ | -89.503 $ | -15,5 % | 577.912 $ | -1.547.648 $ | -72,8 % | |||
| Bellars Harris Wealth Management, LLC | 577.838 $ | |||||||||||
| LJI Wealth Management, LLC | 577.548 $ | +24.229 $ | +4,4 % | 553.319 $ | -170 $ | -0,0 % | 553.489 $ | +16.271 $ | +3,0 % | |||
| Berger Financial Group, Inc | 577.163 $ | +44.575 $ | +8,4 % | 532.588 $ | +52.456 $ | +10,9 % | 480.132 $ | +11.539 $ | +2,5 % | |||
| Verum Partners LLC | 540.091 $ | -12.428 $ | -2,2 % | 552.519 $ | -24.310 $ | -4,2 % | 576.829 $ | +16.745 $ | +3,0 % | 560.084 $ | -44.635 $ | -7,4 % |
| EAGLE WEALTH STRATEGIES LLC | 546.941 $ | -28.673 $ | -5,0 % | 575.614 $ | +174.167 $ | +43,4 % | 401.447 $ | |||||
| BURNEY CO/ | 549.830 $ | -24.567 $ | -4,3 % | 574.397 $ | +131.279 $ | +29,6 % | 443.118 $ | +26.797 $ | +6,4 % | 416.321 $ | +98.660 $ | +31,1 % |
| INVESTED ADVISORS | 571.647 $ | +35.809 $ | +6,7 % | 535.838 $ | +6.333 $ | +1,2 % | 529.505 $ | -8.307 $ | -1,5 % | |||
| Red Door Wealth Management, LLC | 570.221 $ | +43.867 $ | +8,3 % | 526.354 $ | +181.295 $ | +52,5 % | 345.059 $ | +8.915 $ | +2,7 % | |||
| Leo Wealth, LLC | 568.974 $ | +27.831 $ | +5,1 % | 541.143 $ | +209.274 $ | +63,1 % | ||||||
| Synergy Financial Group, LTD | 568.760 $ | +51.924 $ | +10,0 % | 516.836 $ | ||||||||
| Glass Jacobson Investment Advisors llc | 568.597 $ | +36.152 $ | +6,8 % | 532.445 $ | +568 $ | +0,1 % | 531.877 $ | -18.697 $ | -3,4 % | |||
| Stonekeep Investments, LLC | 568.322 $ | +1.322 $ | +0,2 % | 567.000 $ | +35.033 $ | +6,6 % | 531.967 $ | -7.033 $ | -1,3 % | 539.000 $ | +13.690 $ | +2,6 % |
| Cardinal Point Capital Management ULC | 567.675 $ | +15.328 $ | +2,8 % | 552.347 $ | +65.055 $ | +13,4 % | 487.292 $ | +90.031 $ | +22,7 % | 397.261 $ | +11.427 $ | +3,0 % |
| NORTH STAR ASSET MANAGEMENT INC | 546.160 $ | -21.463 $ | -3,8 % | 567.623 $ | +6.709 $ | +1,2 % | 560.914 $ | |||||
| CBIZ Investment Advisory Services, LLC | 254.300 $ | +0 $ | +0,0 % | 254.300 $ | -312.761 $ | -55,2 % | 567.061 $ | +18.003 $ | +3,3 % | |||
| MJP ASSOCIATES INC /ADV | 566.439 $ | +124.858 $ | +28,3 % | 441.581 $ | -100.612 $ | -18,6 % | 542.193 $ | +123.066 $ | +29,4 % | |||
| J. R. Prunier Capital Management LLC | 565.756 $ | +8.476 $ | +1,5 % | 557.280 $ | ||||||||
| OSTERWEIS CAPITAL MANAGEMENT INC | 213.442 $ | -351.465 $ | -62,2 % | 564.907 $ | +6.677 $ | +1,2 % | 558.230 $ | +13.416 $ | +2,5 % | |||
| Avise Financial Cooperative, Inc. | 564.896 $ | +49.418 $ | +9,6 % | 515.478 $ | +6.987 $ | +1,4 % | 508.491 $ | |||||
| Peak Retirement Planning, Inc. | 564.848 $ | +53.842 $ | +10,5 % | 511.006 $ | +109.926 $ | +27,4 % | 401.080 $ | +16.945 $ | +4,4 % | |||
| MBA Advisors LLC | 561.209 $ | +34.884 $ | +6,6 % | 526.325 $ | +6.221 $ | +1,2 % | 520.104 $ | +17.302 $ | +3,4 % | |||
| Dunhill Financial, LLC | 560.646 $ | +269.955 $ | +92,9 % | 290.691 $ | +67.309 $ | +30,1 % | 223.382 $ | +114.768 $ | +105,7 % | |||
| APPLETON PARTNERS INC/MA | 560.000 $ | +50.000 $ | +9,8 % | 510.000 $ | +16.000 $ | +3,2 % | 494.000 $ | +8.000 $ | +1,6 % | |||
| Pearl Planning LLC | 558.901 $ | +21.047 $ | +3,9 % | 537.854 $ | +32.063 $ | +6,3 % | 505.791 $ | +5.978 $ | +1,2 % | 499.813 $ | ||
| ENTREWEALTH, LLC | 204.074 $ | -354.198 $ | -63,4 % | 558.272 $ | ||||||||
| Alta Wealth Advisors LLC | 485.464 $ | -35.825 $ | -6,9 % | 521.289 $ | -36.981 $ | -6,6 % | 558.270 $ | +17.112 $ | +3,2 % | |||
| CPWA, LLC | 498.621 $ | -59.599 $ | -10,7 % | 558.220 $ | ||||||||
| Hegarty Advisors, LLC | 555.234 $ | +45.005 $ | +8,8 % | 510.229 $ | +53.258 $ | +11,7 % | 456.971 $ | +113.993 $ | +33,2 % | 342.978 $ | ||
| Trust Co | 554.116 $ | +7.183 $ | +1,3 % | 546.933 $ | +34.262 $ | +6,7 % | 512.671 $ | +36.475 $ | +7,7 % | 476.196 $ | -7.414 $ | -1,5 % |
| Nicht ausgewiesen | 553.669 $ | +1.714 $ | +0,3 % | 551.955 $ | +25.523 $ | +4,8 % | 526.432 $ | +6.222 $ | +1,2 % | 520.210 $ | ||
| MidAtlantic Capital Management, Inc. | 552.341 $ | +34.600 $ | +6,7 % | 517.741 $ | +6.119 $ | +1,2 % | 511.622 $ | +12.296 $ | +2,5 % | |||
| Cardinal Strategic Wealth Guidance | 427.560 $ | -95.523 $ | -18,3 % | 523.083 $ | -29.244 $ | -5,3 % | 552.327 $ | -114.111 $ | -17,1 % | |||
| Berkeley, Inc | 551.537 $ | +1.708 $ | +0,3 % | 549.829 $ | +35.668 $ | +6,9 % | 514.161 $ | +6.077 $ | +1,2 % | 508.084 $ | +13.585 $ | +2,7 % |
| Northern Lights Advisors, Inc. | 548.244 $ | +1.698 $ | +0,3 % | 546.546 $ | ||||||||
| ENZI WEALTH | 492.864 $ | -10.383 $ | -2,1 % | 503.247 $ | +28.327 $ | +6,0 % | 474.920 $ | -72.151 $ | -13,2 % | 547.071 $ | +3.724 $ | +0,7 % |
| Fortune Financial Advisors, LLC | 547.045 $ | +45.961 $ | +9,2 % | 501.084 $ | +292.284 $ | +140,0 % | 208.800 $ | +5.018 $ | +2,5 % | |||
| Frisch Financial Group, Inc. | 546.427 $ | +266.863 $ | +95,5 % | 279.564 $ | ||||||||
| Inlet Private Wealth, LLC | 545.822 $ | +1.690 $ | +0,3 % | 544.132 $ | +29.559 $ | +5,7 % | 514.573 $ | -7.337 $ | -1,4 % | 521.910 $ | +12.543 $ | +2,5 % |
| New World Advisors LLC | 477.896 $ | +5.081 $ | +1,1 % | 472.815 $ | -70.998 $ | -13,1 % | 543.813 $ | -24.891 $ | -4,4 % | |||
| ACCREDITED INVESTOR SERVICES, LLC | 543.400 $ | +1.683 $ | +0,3 % | 541.717 $ | +33.934 $ | +6,7 % | 507.783 $ | +366 $ | +0,1 % | 507.417 $ | +12.195 $ | +2,5 % |
| Sensible Money, LLC | 543.215 $ | +8.925 $ | +1,7 % | 534.290 $ | +32.274 $ | +6,4 % | 502.016 $ | -6.949 $ | -1,4 % | 508.965 $ | -2.910 $ | -0,6 % |
| Integrity Advisory Solutions, LLC | 542.881 $ | +220.504 $ | +68,4 % | 322.377 $ | +41.704 $ | +14,9 % | 280.673 $ | -49.558 $ | -15,0 % | |||
| Sunesis Advisors, LLC | 540.945 $ | +33.886 $ | +6,7 % | 507.059 $ | ||||||||
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 540.223 $ | +34.061 $ | +6,7 % | 506.162 $ | +9.561 $ | +1,9 % | 496.601 $ | +9.062 $ | +1,9 % | |||
| Sage Capital Management, LLC | 539.003 $ | +1.668 $ | +0,3 % | 537.335 $ | +274.125 $ | +104,1 % | 263.210 $ | |||||
| LaSalle St. Investment Advisors, LLC | 537.879 $ | +31.195 $ | +6,2 % | 506.684 $ | -24.316 $ | -4,6 % | 531.000 $ | +85.000 $ | +19,1 % | |||
| Bellwether Advisors, LLC | 537.394 $ | +30.124 $ | +5,9 % | 507.270 $ | +209.338 $ | +70,3 % | 297.932 $ | +4.036 $ | +1,4 % | |||
| Lantern Wealth Advisors, LLC | 527.369 $ | -3.486 $ | -0,7 % | 530.855 $ | +99.425 $ | +23,0 % | 431.430 $ | +100.052 $ | +30,2 % | 331.378 $ | +77.543 $ | +30,5 % |
| Clarkston Capital Partners, LLC | 530.319 $ | +12.745 $ | +2,5 % | |||||||||
| Uptown Financial Advisors LLC | 530.126 $ | +73.980 $ | +16,2 % | 456.146 $ | +34.214 $ | +8,1 % | 421.932 $ | +4.986 $ | +1,2 % | 416.946 $ | +16.349 $ | +4,1 % |
| NorthCrest Asset Manangement, LLC | 530.001 $ | +207.471 $ | +64,3 % | 322.530 $ | -84.366 $ | -20,7 % | 406.896 $ | +197.331 $ | +94,2 % | 209.565 $ | ||
| DB&C Advisors, LLC | 529.923 $ | +38.103 $ | +7,7 % | 491.820 $ | -22.814 $ | -4,4 % | 514.634 $ | |||||
| Shade Tree Advisors LLC | 529.837 $ | +1.641 $ | +0,3 % | 528.196 $ | +33.087 $ | +6,7 % | 495.109 $ | +5.852 $ | +1,2 % | 489.257 $ | ||
| Atlatl Advisers LLC | 529.546 $ | +1.640 $ | +0,3 % | 527.906 $ | +32.073 $ | +6,5 % | 495.833 $ | +2.484 $ | +0,5 % | 493.349 $ | +16.113 $ | +3,4 % |
| RICHARDSON FINANCIAL SERVICES INC. | 524.337 $ | +2.522 $ | +0,5 % | 521.815 $ | -4.658 $ | -0,9 % | 526.473 $ | +25.660 $ | +5,1 % | |||
| ALLIUM FINANCIAL ADVISORS, LLC | 526.168 $ | |||||||||||
| CPA Asset Management Group, LLC | 524.140 $ | +32.833 $ | +6,7 % | 491.307 $ | -97 $ | -0,0 % | 491.404 $ | +11.810 $ | +2,5 % | |||
| Kraft, Davis & Associates, LLC | 346.074 $ | +6.574 $ | +1,9 % | 339.500 $ | -18.014 $ | -5,0 % | 357.514 $ | -164.720 $ | -31,5 % | 522.234 $ | -54.317 $ | -9,4 % |
| Dakota Wealth Management | 344.619 $ | +6.878 $ | +2,0 % | 337.741 $ | -184.321 $ | -35,3 % | 522.062 $ | +63.932 $ | +14,0 % | |||
| LAKE STREET PRIVATE WEALTH, LLC | 521.261 $ | +20.157 $ | +4,0 % | 501.104 $ | +39.882 $ | +8,6 % | 461.222 $ | +16.991 $ | +3,8 % | 444.231 $ | +19.044 $ | +4,5 % |
| MontVue Capital Management, Inc. | 506.295 $ | +1.567 $ | +0,3 % | 504.728 $ | +25.190 $ | +5,3 % | 479.538 $ | -40.315 $ | -7,8 % | 519.853 $ | +12.494 $ | +2,5 % |
| Navalign, LLC | 513.226 $ | -5.873 $ | -1,1 % | 519.099 $ | +589 $ | +0,1 % | 518.510 $ | +4.341 $ | +0,8 % | |||
| AlphaStar Capital Management, LLC | 518.997 $ | +15.998 $ | +3,2 % | 502.999 $ | +100.762 $ | +25,1 % | 402.237 $ | -89.098 $ | -18,1 % | 491.335 $ | +189.417 $ | +62,7 % |
| COFG Advisors, LLC | 516.515 $ | |||||||||||
| GFS Advisors, LLC | 312.928 $ | -203.276 $ | -39,4 % | 516.204 $ | ||||||||
| BCGM Wealth Management, LLC | 411.203 $ | -104.814 $ | -20,3 % | 516.017 $ | +6.099 $ | +1,2 % | 509.918 $ | +14.345 $ | +2,9 % | |||
| DDFG, Inc | 477.535 $ | +899 $ | +0,2 % | 476.636 $ | -38.929 $ | -7,6 % | 515.565 $ | +11.014 $ | +2,2 % | 504.551 $ | +19.087 $ | +3,9 % |
| Financial Management Professionals, Inc. | 513.318 $ | +75.696 $ | +17,3 % | 437.622 $ | -374 $ | -0,1 % | 437.996 $ | -18.723 $ | -4,1 % | |||
| Austin Wealth Management, LLC | 508.581 $ | |||||||||||
| Privatperson | 508.523 $ | +14.420 $ | +2,9 % | 494.103 $ | +92.965 $ | +23,2 % | 401.138 $ | -27.018 $ | -6,3 % | 428.156 $ | -14.855 $ | -3,4 % |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 506.394 $ | +115.043 $ | +29,4 % | 391.351 $ | +33.666 $ | +9,4 % | 357.685 $ | -1.229 $ | -0,3 % | 358.914 $ | +6.356 $ | +1,8 % |
| Legacy Financial Group LLC | 378.172 $ | -92.411 $ | -19,6 % | 470.583 $ | -35.595 $ | -7,0 % | 506.178 $ | +67.881 $ | +15,5 % | |||
| Sovran Advisors, LLC | 505.857 $ | +35.640 $ | +7,6 % | 470.217 $ | +60.379 $ | +14,7 % | 409.838 $ | +68.216 $ | +20,0 % | |||
| TPG Financial Advisors, LLC | 505.693 $ | +29.143 $ | +6,1 % | 476.550 $ | -1.524 $ | -0,3 % | 478.074 $ | +23.800 $ | +5,2 % | |||
| Thrive Wealth Management, LLC | 495.094 $ | -108 $ | -0,0 % | 495.202 $ | -9.493 $ | -1,9 % | 504.695 $ | +118.148 $ | +30,6 % | 386.547 $ | +65 $ | +0,0 % |
| Birch Hill Investment Advisors LLC | 423.172 $ | +1.311 $ | +0,3 % | 421.861 $ | -82.482 $ | -16,4 % | 504.343 $ | +5.961 $ | +1,2 % | 498.382 $ | +9.795 $ | +2,0 % |
| Kera Capital Partners, Inc. | 501.826 $ | +34.624 $ | +7,4 % | 467.202 $ | -8.667 $ | -1,8 % | 475.869 $ | +76.572 $ | +19,2 % | |||
| XML Financial, LLC | 448.441 $ | +32.606 $ | +7,8 % | 415.835 $ | -85.474 $ | -17,1 % | 501.309 $ | +60.335 $ | +13,7 % | |||
| S.E.E.D. Planning Group LLC | 501.257 $ | |||||||||||
| VISTA INVESTMENT PARTNERS II, LLC | 476.843 $ | -23.152 $ | -4,6 % | 499.995 $ | +10.499 $ | +2,1 % | 489.496 $ | -8.259 $ | -1,7 % | 497.755 $ | +22.352 $ | +4,7 % |
| Heritage Financial Services, LLC | 499.903 $ | +34.540 $ | +7,4 % | |||||||||
| Covenant Asset Management, LLC | 499.126 $ | |||||||||||
| SPIREPOINT PRIVATE CLIENT, LLC | 498.546 $ | +31.230 $ | +6,7 % | 467.316 $ | +5.523 $ | +1,2 % | 461.793 $ | +222.302 $ | +92,8 % | |||
| SATOVSKY ASSET MANAGEMENT LLC | 498.287 $ | +58.603 $ | +13,3 % | 439.684 $ | +5.197 $ | +1,2 % | 434.487 $ | +18.487 $ | +4,4 % | |||
| Foguth Wealth Management, LLC. | 498.269 $ | +65.812 $ | +15,2 % | 432.457 $ | +146.380 $ | +51,2 % | 286.077 $ | +75.511 $ | +35,9 % | 210.566 $ | ||
| MGB Wealth Management, LLC | 497.307 $ | +12.833 $ | +2,6 % | |||||||||
| Capasso Planning Partners LLC | 497.291 $ | |||||||||||
| Kathmere Capital Management, LLC | 494.965 $ | -1.654 $ | -0,3 % | 496.619 $ | +17.925 $ | +3,7 % | 478.694 $ | +46.183 $ | +10,7 % | 432.511 $ | +22.619 $ | +5,5 % |
| Collaborative Capital Advisors LLC | 495.649 $ | |||||||||||
| GRAND WEALTH MANAGEMENT, LLC | 494.848 $ | +28.102 $ | +6,0 % | 466.746 $ | +5.516 $ | +1,2 % | 461.230 $ | +11.085 $ | +2,5 % | |||
| Fairman Group, LLC | 494.368 $ | +5.142 $ | +1,1 % | 489.226 $ | +5.782 $ | +1,2 % | 483.444 $ | +20.525 $ | +4,4 % | |||
| MARINO, STRAM & ASSOCIATES LLC | 491.350 $ | +169.835 $ | +52,8 % | 321.515 $ | +88.038 $ | +37,7 % | 233.477 $ | |||||
| Hill Investment Group Partners, LLC | 491.109 $ | +30.764 $ | +6,7 % | 460.345 $ | -15.045 $ | -3,2 % | 475.390 $ | +11.425 $ | +2,5 % | |||
| Goldstone Financial Group, LLC | 490.702 $ | +35.676 $ | +7,8 % | 455.026 $ | +66.300 $ | +17,1 % | 388.726 $ | -16.212 $ | -4,0 % | |||
| FIRST TRUST ADVISORS LP | 450.979 $ | -39.479 $ | -8,0 % | 490.458 $ | +204.678 $ | +71,6 % | 285.780 $ | -56.537 $ | -16,5 % | |||
| Heirloom Wealth Management | 489.255 $ | |||||||||||
| Badgley Phelps Wealth Managers, LLC | 427.925 $ | -58.651 $ | -12,1 % | 486.576 $ | +162.473 $ | +50,1 % | 324.103 $ | -10.215 $ | -3,1 % | 334.318 $ | +30.124 $ | +9,9 % |
| USA FINANCIAL FORMULAS | 485.875 $ | +290.673 $ | +148,9 % | 195.202 $ | ||||||||
| FC Advisory LLC | 473.641 $ | -12.055 $ | -2,5 % | 485.696 $ | +85.160 $ | +21,3 % | 400.536 $ | +32.825 $ | +8,9 % | 367.711 $ | +10.823 $ | +3,0 % |
| HAZLETT, BURT & WATSON, INC. | 485.000 $ | +8.000 $ | +1,7 % | 477.000 $ | +4.000 $ | +0,8 % | 473.000 $ | +14.000 $ | +3,1 % | |||
| Baldwin Investment Management, LLC | 484.252 $ | |||||||||||
| Downshift Financial, LLC | 483.343 $ | +1.497 $ | +0,3 % | 481.846 $ | +11.525 $ | +2,5 % | 470.321 $ | +3.068 $ | +0,7 % | 467.253 $ | ||
| Thrive Capital Management, LLC | 482.945 $ | +68.860 $ | +16,6 % | 414.085 $ | +7.310 $ | +1,8 % | 406.775 $ | -144.725 $ | -26,2 % | |||
| AUCTUS ADVISORS LLC | 466.771 $ | +29.240 $ | +6,7 % | 437.531 $ | -45.106 $ | -9,3 % | 482.637 $ | |||||
| BYRNE FINANCIAL FREEDOM, LLC | 426.055 $ | -56.108 $ | -11,6 % | 482.163 $ | +106.431 $ | +28,3 % | 375.732 $ | |||||
| Mascoma Wealth Management LLC | 254.197 $ | -227.613 $ | -47,2 % | 481.810 $ | +246.074 $ | +104,4 % | 235.736 $ | +6.578 $ | +2,9 % | |||
| GOULD ASSET MANAGEMENT LLC /CA/ | 481.644 $ | +20.213 $ | +4,4 % | 461.431 $ | +5.453 $ | +1,2 % | 455.978 $ | -37.673 $ | -7,6 % | |||
| GatePass Capital, LLC | 481.553 $ | +79.504 $ | +19,8 % | 402.049 $ | +4.752 $ | +1,2 % | 397.297 $ | +59.058 $ | +17,5 % | |||
| Shared Vision Wealth Group LLC | 480.527 $ | +33.994 $ | +7,6 % | 446.533 $ | -16.282 $ | -3,5 % | 462.815 $ | +27.250 $ | +6,3 % | |||
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 480.196 $ | +231.601 $ | +93,2 % | 248.595 $ | +13.136 $ | +5,6 % | 235.459 $ | -715 $ | -0,3 % | |||
| Register Financial Advisors LLC | 479.334 $ | +94.144 $ | +24,4 % | 385.190 $ | +17.703 $ | +4,8 % | 367.487 $ | +16.247 $ | +4,6 % | |||
| Avantax Planning Partners, Inc. | 477.355 $ | +21.518 $ | +4,7 % | 455.837 $ | -8.389 $ | -1,8 % | 464.226 $ | -4.059 $ | -0,9 % | |||
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 477.088 $ | +8.270 $ | +1,8 % | 468.818 $ | ||||||||
| THEORY FINANCIAL LLC | 476.622 $ | +59.822 $ | +14,4 % | 416.800 $ | -15.285 $ | -3,5 % | 432.085 $ | +23.112 $ | +5,7 % | |||
| BROWN, LISLE/CUMMINGS, INC. | 475.003 $ | +19.725 $ | +4,3 % | 455.278 $ | +28.520 $ | +6,7 % | 426.758 $ | +18.015 $ | +4,4 % | 408.743 $ | -4.670 $ | -1,1 % |
| Capital Management Associates, Inc | 474.943 $ | |||||||||||
| Tidal Investments LLC | 461.170 $ | -12.030 $ | -2,5 % | 473.200 $ | +163.608 $ | +52,8 % | 309.592 $ | -72.460 $ | -19,0 % | |||
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 473.000 $ | +82.000 $ | +21,0 % | 391.000 $ | +5.000 $ | +1,3 % | 386.000 $ | +9.000 $ | +2,4 % | |||
| Regency Capital Management Inc.\DE | 409.692 $ | +25.664 $ | +6,7 % | 384.028 $ | -88.947 $ | -18,8 % | 472.975 $ | |||||
| Samalin Investment Counsel, LLC | 470.866 $ | +36.259 $ | +8,3 % | 434.607 $ | -14.186 $ | -3,2 % | 448.793 $ | +37.318 $ | +9,1 % | |||
| TRAN CAPITAL MANAGEMENT, L.P. | 470.352 $ | +1.456 $ | +0,3 % | 468.896 $ | +29.373 $ | +6,7 % | 439.523 $ | +5.195 $ | +1,2 % | 434.328 $ | +20.479 $ | +4,9 % |
| BOURGEON CAPITAL MANAGEMENT LLC | 469.755 $ | +11.290 $ | +2,5 % | |||||||||
| Synergy Asset Management, LLC | 467.930 $ | +29.312 $ | +6,7 % | 438.618 $ | +235.454 $ | +115,9 % | 203.164 $ | |||||
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 467.636 $ | +41.783 $ | +9,8 % | 425.853 $ | +84.442 $ | +24,7 % | 341.411 $ | +16.224 $ | +5,0 % | |||
| Flatrock Wealth Partners LLC | 467.314 $ | +55.842 $ | +13,6 % | 411.472 $ | +27.944 $ | +7,3 % | 383.528 $ | |||||
| Aerodigm Wealth, LLC | 466.141 $ | |||||||||||
| Nicholas Hoffman & Company, LLC. | 466.095 $ | +29.197 $ | +6,7 % | 436.898 $ | +5.164 $ | +1,2 % | 431.734 $ | +149.723 $ | +53,1 % | |||
| Plan A Wealth LLC | 404.086 $ | +1.251 $ | +0,3 % | 402.835 $ | -62.489 $ | -13,4 % | 465.324 $ | +5.500 $ | +1,2 % | 459.824 $ | +11.051 $ | +2,5 % |
| Frontier Asset Management, LLC | 465.254 $ | +23.319 $ | +5,3 % | 441.935 $ | +2.515 $ | +0,6 % | 439.420 $ | |||||
| LIFELONG WEALTH ADVISORS, INC. | 463.861 $ | +11.963 $ | +2,6 % | 451.898 $ | +32.925 $ | +7,9 % | 418.973 $ | +4.952 $ | +1,2 % | 414.021 $ | +9.950 $ | +2,5 % |
| Sharkey, Howes & Javer | 328.037 $ | +55.970 $ | +20,6 % | 272.067 $ | +17.678 $ | +6,9 % | 254.389 $ | -209.372 $ | -45,1 % | 463.761 $ | -55.908 $ | -10,8 % |
| Key Capital Management, INC | 463.487 $ | +450.994 $ | +3.610,0 % | 12.493 $ | -17.744 $ | -58,7 % | 30.237 $ | |||||
| Seneca Financial Advisors LLC | 462.329 $ | +29.169 $ | +6,7 % | 433.160 $ | +5.120 $ | +1,2 % | 428.040 $ | +183.572 $ | +75,1 % | |||
| Headland Capital, LLC | 341.672 $ | +16.633 $ | +5,1 % | 325.039 $ | -135.472 $ | -29,4 % | 460.511 $ | -15.029 $ | -3,2 % | |||
| ADAMSBROWN WEALTH CONSULTANTS LLC | 459.017 $ | +136.343 $ | +42,3 % | 322.674 $ | +10.527 $ | +3,4 % | 312.147 $ | +76.867 $ | +32,7 % | 235.280 $ | +4.694 $ | +2,0 % |
| SEEDS INVESTOR LLC | 458.780 $ | +1.609 $ | +0,4 % | 457.171 $ | +38.565 $ | +9,2 % | 418.606 $ | +33.372 $ | +8,7 % | |||
| HBW ADVISORY SERVICES LLC | 458.553 $ | +95.779 $ | +26,4 % | 362.774 $ | +45.426 $ | +14,3 % | 317.348 $ | +8.224 $ | +2,7 % | 309.124 $ | +4.575 $ | +1,5 % |
| Tolleson Wealth Management, Inc. | 455.858 $ | +28.556 $ | +6,7 % | 427.302 $ | +5.051 $ | +1,2 % | 422.251 $ | |||||
| EnRich Financial Partners LLC | 354.096 $ | +8.050 $ | +2,3 % | 346.046 $ | -53.916 $ | -13,5 % | 399.962 $ | -55.658 $ | -12,2 % | 455.620 $ | -33.840 $ | -6,9 % |
| Performance Wealth Partners, LLC | 453.574 $ | +71.990 $ | +18,9 % | 381.584 $ | ||||||||
| Port Capital LLC | 452.477 $ | |||||||||||
| Round Rock Advisors LLC | 451.318 $ | +28.271 $ | +6,7 % | 423.047 $ | +5.000 $ | +1,2 % | 418.047 $ | +10.047 $ | +2,5 % | |||
| Destiny Wealth Partners, LLC | 433.096 $ | -15.882 $ | -3,5 % | 448.978 $ | +30.588 $ | +7,3 % | ||||||
| Range Financial Group LLC | 448.064 $ | +1.388 $ | +0,3 % | 446.676 $ | +5.291 $ | +1,2 % | 441.385 $ | +1.996 $ | +0,5 % | 439.389 $ | +10.597 $ | +2,5 % |
| Concentrum Wealth Management | 447.745 $ | +28.048 $ | +6,7 % | 419.697 $ | ||||||||
| Mullaney, Keating & Wright, Inc. | 447.135 $ | +1.384 $ | +0,3 % | 445.751 $ | +26.344 $ | +6,3 % | 419.407 $ | +4.958 $ | +1,2 % | 414.449 $ | -45.625 $ | -9,9 % |
| MorganRosel Wealth Management, LLC | 446.942 $ | +9.868 $ | +2,3 % | |||||||||
| Copia Wealth Management | 419.544 $ | +31.351 $ | +8,1 % | 388.193 $ | -58.570 $ | -13,1 % | 446.763 $ | +13.531 $ | +3,1 % | |||
| Heritage Wealth Management, Inc. | 446.489 $ | +15.114 $ | +3,5 % | 431.375 $ | +8.140 $ | +1,9 % | 423.235 $ | +62.470 $ | +17,3 % | |||
| Xena Financial Planning, LLC | 446.139 $ | +1.382 $ | +0,3 % | 444.757 $ | ||||||||
| Pines Wealth Management, LLC | 446.050 $ | +35.957 $ | +8,8 % | 410.093 $ | +53.956 $ | +15,2 % | 356.137 $ | +71.931 $ | +25,3 % | 284.206 $ | +23.445 $ | +9,0 % |
| Plum Street Advisors, LLC | 445.041 $ | +167.567 $ | +60,4 % | 277.474 $ | -1.462 $ | -0,5 % | 278.936 $ | +1.290 $ | +0,5 % | |||
| TCTC Holdings, LLC | 444.014 $ | +266.022 $ | +149,5 % | 177.992 $ | +4.558 $ | +2,6 % | ||||||
| GLOBALT Investments LLC / GA | 443.495 $ | +27.781 $ | +6,7 % | 415.714 $ | ||||||||
| Delta Wealth Advisors LLC | 307.982 $ | -42.410 $ | -12,1 % | 350.392 $ | -92.843 $ | -20,9 % | 443.235 $ | +31.630 $ | +7,7 % | 411.605 $ | +9.892 $ | +2,5 % |
| WULFF, HANSEN & CO. | 442.819 $ | +27.738 $ | +6,7 % | 415.081 $ | +4.907 $ | +1,2 % | 410.174 $ | +9.858 $ | +2,5 % | |||
| PATTEN & PATTEN INC/TN | 423.461 $ | -18.739 $ | -4,2 % | 442.200 $ | +7.374 $ | +1,7 % | 434.826 $ | +10.450 $ | +2,5 % | |||
| Cypress Point Wealth Management, LLC | 356.870 $ | -85.242 $ | -19,3 % | 442.112 $ | -26 $ | -0,0 % | ||||||
| PAX Financial Group, LLC | 442.047 $ | +30.317 $ | +7,4 % | 411.730 $ | -30.292 $ | -6,9 % | 442.022 $ | -352.237 $ | -44,3 % | |||
| Vantus Wealth LLC | 415.197 $ | -26.735 $ | -6,0 % | 441.932 $ | ||||||||
| Everstar Asset Management, LLC | 441.467 $ | +17.904 $ | +4,2 % | 423.563 $ | -10.408 $ | -2,4 % | 433.971 $ | -1.269 $ | -0,3 % | |||
| VISTA INVESTMENT MANAGEMENT | 441.238 $ | +32.257 $ | +7,9 % | 408.981 $ | +9.218 $ | +2,3 % | 399.763 $ | +19.910 $ | +5,2 % | |||
| CAPE ANN SAVINGS BANK | 414.232 $ | -26.559 $ | -6,0 % | 440.791 $ | +156.577 $ | +55,1 % | 284.214 $ | |||||
| Shepherd Street Advisors LLC | 438.780 $ | +5.117 $ | +1,2 % | 433.663 $ | +31.167 $ | +7,7 % | 402.496 $ | +45.461 $ | +12,7 % | 357.035 $ | ||
| Capital Square, LLC | 437.261 $ | +42.408 $ | +10,7 % | 394.853 $ | +38.178 $ | +10,7 % | 356.675 $ | +86.896 $ | +32,2 % | 269.779 $ | +57.502 $ | +27,1 % |
| Curat Global, LLC | 436.326 $ | +15.697 $ | +3,7 % | 420.629 $ | +390.302 $ | +1.287,0 % | 30.327 $ | +729 $ | +2,5 % | |||
| Towne Trust Company, N.A | 435.672 $ | +113.838 $ | +35,4 % | 321.834 $ | +3.804 $ | +1,2 % | 318.030 $ | +7.643 $ | +2,5 % | |||
| Old Peak Finance LLC | 434.453 $ | +5.134 $ | +1,2 % | 429.319 $ | ||||||||
| Hibernia Wealth Partners, LLC | 434.108 $ | +45.831 $ | +11,8 % | 388.277 $ | ||||||||
| IAMS WEALTH MANAGEMENT, LLC | 433.732 $ | +15.926 $ | +3,8 % | 417.806 $ | +29.070 $ | +7,5 % | 388.736 $ | -31.994 $ | -7,6 % | 420.730 $ | +26.524 $ | +6,7 % |
| LITTLE HOUSE CAPITAL LLC | 433.574 $ | +45.183 $ | +11,6 % | 388.391 $ | +49.410 $ | +14,6 % | 338.981 $ | -7.386 $ | -2,1 % | |||
| EVERPAR ADVISORS LLC | 235.076 $ | -76.800 $ | -24,6 % | 311.876 $ | -120.931 $ | -27,9 % | 432.807 $ | |||||
| GSG Advisors LLC | 432.512 $ | +16.329 $ | +3,9 % | 416.183 $ | +4.919 $ | +1,2 % | 411.264 $ | +11.654 $ | +2,9 % | |||
| Beaumont Financial Advisors, LLC | 430.740 $ | +1.334 $ | +0,3 % | 429.406 $ | +47.951 $ | +12,6 % | 381.455 $ | -48.541 $ | -11,3 % | 429.996 $ | +181.597 $ | +73,1 % |
| Manuka Financial, LLC | 430.050 $ | +1.331 $ | +0,3 % | 428.719 $ | +26.856 $ | +6,7 % | 401.863 $ | +4.750 $ | +1,2 % | 397.113 $ | +9.544 $ | +2,5 % |
| Abacus Planning Group, Inc. | 429.298 $ | +26.892 $ | +6,7 % | 402.406 $ | ||||||||
| FIRST FINANCIAL CORP /IN/ | 428.888 $ | +1.328 $ | +0,3 % | 427.560 $ | +26.784 $ | +6,7 % | 400.776 $ | +12.072 $ | +3,1 % | 388.704 $ | +9.342 $ | +2,5 % |
| Uniting Wealth Partners, LLC | 428.198 $ | +35.479 $ | +9,0 % | 392.719 $ | +23.786 $ | +6,4 % | 368.933 $ | +112.067 $ | +43,6 % | |||
| Insight Inv LLC | 181.860 $ | -51.979 $ | -22,2 % | 233.839 $ | -193.869 $ | -45,3 % | 427.708 $ | +19.883 $ | +4,9 % | |||
| RTD Financial Advisors, Inc. | 424.405 $ | -2.839 $ | -0,7 % | 427.244 $ | +25.633 $ | +6,4 % | 401.611 $ | +66.384 $ | +19,8 % | 335.227 $ | +8.108 $ | +2,5 % |
| LANARK FINANCIAL, INC. | 341.974 $ | +7.091 $ | +2,1 % | 334.883 $ | -92.039 $ | -21,6 % | 426.922 $ | |||||
| Gemmer Asset Management LLC | 426.251 $ | +7.308 $ | +1,7 % | 418.943 $ | +33.325 $ | +8,6 % | 385.618 $ | +4.558 $ | +1,2 % | 381.060 $ | +9.993 $ | +2,7 % |
| Northstar Financial Companies, Inc. | 424.040 $ | |||||||||||
| ROWLANDMILLER & PARTNERS.ADV | 420.895 $ | +26.366 $ | +6,7 % | 394.529 $ | +4.663 $ | +1,2 % | 389.866 $ | +9.370 $ | +2,5 % | |||
| Olistico Wealth, LLC | 420.686 $ | +43.605 $ | +11,6 % | 377.081 $ | +57.311 $ | +17,9 % | 319.770 $ | +3.779 $ | +1,2 % | 315.991 $ | -61.153 $ | -16,2 % |
| AMARA FINANCIAL, LLC. | 418.897 $ | +23.504 $ | +5,9 % | 395.393 $ | +4.673 $ | +1,2 % | 390.720 $ | +13.906 $ | +3,7 % | |||
| Golden Reserve Retirement LLC | 418.409 $ | |||||||||||
| FSA Advisors, Inc. | 417.884 $ | +57.918 $ | +16,1 % | 359.966 $ | +47.553 $ | +15,2 % | 312.413 $ | |||||
| Privatperson | 417.516 $ | +26.154 $ | +6,7 % | 391.362 $ | +4.626 $ | +1,2 % | 386.736 $ | +9.294 $ | +2,5 % | |||
| PENNINGTON PARTNERS & CO., LLC | 392.501 $ | -23.721 $ | -5,7 % | 416.222 $ | +4.919 $ | +1,2 % | 411.303 $ | +10.765 $ | +2,7 % | |||
| Farmers & Merchants Trust Co of Chambersburg PA | 414.000 $ | +374.000 $ | +935,0 % | 40.000 $ | +2.000 $ | +5,3 % | 38.000 $ | +1.000 $ | +2,7 % | 37.000 $ | +0 $ | +0,0 % |
| SENTINEL PENSION ADVISORS, LLC | 413.707 $ | +24.971 $ | +6,4 % | 388.736 $ | -4.620 $ | -1,2 % | 393.356 $ | +45.338 $ | +13,0 % | |||
| DGS Capital Management, LLC | 413.451 $ | +27.968 $ | +7,3 % | 385.483 $ | +9.264 $ | +2,5 % | ||||||
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 410.965 $ | +1.273 $ | +0,3 % | 409.692 $ | +25.770 $ | +6,7 % | 383.922 $ | +4.348 $ | +1,1 % | 379.574 $ | ||
| Frazier Financial Advisors, LLC | 410.002 $ | +25.684 $ | +6,7 % | 384.318 $ | +43.189 $ | +12,7 % | 341.129 $ | +12.797 $ | +3,9 % | |||
| Hurley Capital, LLC | 409.836 $ | +30.904 $ | +8,2 % | 378.932 $ | +4.479 $ | +1,2 % | 374.453 $ | +10.805 $ | +3,0 % | |||
| CDKV HOLDINGS LLC | 409.421 $ | +25.647 $ | +6,7 % | 383.774 $ | +8.114 $ | +2,2 % | 375.660 $ | |||||
| Adventist Health System/ West | 409.209 $ | +25.633 $ | +6,7 % | 383.576 $ | ||||||||
| Westview Management dba Westview Investment Advisors | 408.774 $ | |||||||||||
| Midwest Financial Partners Investments, Inc. | 408.640 $ | +1.265 $ | +0,3 % | 407.375 $ | +28.144 $ | +7,4 % | 379.231 $ | +4.483 $ | +1,2 % | 374.748 $ | ||
| Farrow Financial, Inc. | 408.051 $ | +35.429 $ | +9,5 % | 372.622 $ | -1.948 $ | -0,5 % | 374.570 $ | +24.107 $ | +6,9 % | |||
| Avondale Wealth Management | 407.385 $ | +4.815 $ | +1,2 % | 402.570 $ | +118.812 $ | +41,9 % | ||||||
| Cairn Investment Group, Inc. | 407.000 $ | +26.000 $ | +6,8 % | 381.000 $ | +4.000 $ | +1,1 % | 377.000 $ | +9.000 $ | +2,4 % | |||
| ST GERMAIN D J CO INC | 323.543 $ | -33.326 $ | -9,3 % | 356.869 $ | -48.922 $ | -12,1 % | 405.791 $ | +61.440 $ | +17,8 % | |||
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 402.222 $ | +2.408 $ | +0,6 % | 399.814 $ | -5.504 $ | -1,4 % | 405.318 $ | -1.548 $ | -0,4 % | |||
| Kapstone Financial Advisors LLC | 404.767 $ | +11.776 $ | +3,0 % | 392.991 $ | +21.016 $ | +5,6 % | 371.975 $ | +134.404 $ | +56,6 % | |||
| NIXON PEABODY TRUST CO | 404.035 $ | +10.858 $ | +2,8 % | 393.177 $ | -28.094 $ | -6,7 % | ||||||
| BALLAST ADVISORS LLC | 403.966 $ | +25.215 $ | +6,7 % | 378.751 $ | +4.477 $ | +1,2 % | 374.274 $ | -13.881 $ | -3,6 % | |||
| Cornerstone Financial Management LLC | 402.545 $ | +25.216 $ | +6,7 % | 377.329 $ | +4.460 $ | +1,2 % | 372.869 $ | |||||
| CVFG LLC | 401.514 $ | +17.405 $ | +4,5 % | 384.109 $ | +46.588 $ | +13,8 % | 337.521 $ | -8.957 $ | -2,6 % | |||
| PETRA FINANCIAL ADVISORS INC | 401.290 $ | +25.826 $ | +6,9 % | 375.464 $ | +8.587 $ | +2,3 % | ||||||
| GRANDFIELD & DODD, LLC | 401.290 $ | +25.138 $ | +6,7 % | 376.152 $ | +4.446 $ | +1,2 % | 371.706 $ | +8.933 $ | +2,5 % | |||
| Roberts Wealth Advisors, LLC | 361.474 $ | +1.114 $ | +0,3 % | 360.360 $ | -40.862 $ | -10,2 % | 401.222 $ | |||||
| CURTIS WEALTH MANAGEMENT LLC | 401.046 $ | +25.122 $ | +6,7 % | 375.924 $ | -13.786 $ | -3,5 % | 389.710 $ | |||||
| Sachetta, LLC | 27.941 $ | +1.854 $ | +7,1 % | 26.087 $ | -374.650 $ | -93,5 % | 400.737 $ | -751.943 $ | -65,2 % | |||
| NORRIS PERNE & FRENCH LLP/MI | 256.903 $ | +53.482 $ | +26,3 % | 203.421 $ | -197.270 $ | -49,2 % | 400.691 $ | +10.066 $ | +2,6 % | |||
| QTR Family Wealth, LLC | 383.605 $ | +1.377 $ | +0,4 % | 382.228 $ | -18.210 $ | -4,5 % | 400.438 $ | +23.608 $ | +6,3 % | |||
| NWF Advisory Services Inc. | 399.427 $ | +1.718 $ | +0,4 % | 397.709 $ | +25.166 $ | +6,8 % | 372.543 $ | -13.848 $ | -3,6 % | 386.391 $ | +169.265 $ | +78,0 % |
| Monument Group Wealth Advisors, LLC | 399.349 $ | |||||||||||
| Canandaigua National Trust Co of Florida | 399.146 $ | +16.204 $ | +4,2 % | 382.942 $ | +4.526 $ | +1,2 % | 378.416 $ | +9.095 $ | +2,5 % | |||
| Weaver Consulting Group | 398.954 $ | +130.630 $ | +48,7 % | 268.324 $ | +35.390 $ | +15,2 % | 232.934 $ | +9.105 $ | +4,1 % | 223.829 $ | +5.379 $ | +2,5 % |
| Cerro Pacific Wealth Advisors LLC | 386.527 $ | -12.227 $ | -3,1 % | 398.754 $ | +25.665 $ | +6,9 % | 373.089 $ | +4.409 $ | +1,2 % | 368.680 $ | +8.155 $ | +2,3 % |
| Turim 21 Investimentos Ltda. | 398.199 $ | +351.757 $ | +757,4 % | 46.442 $ | -49.459 $ | -51,6 % | 95.901 $ | +2.305 $ | +2,5 % | |||
| Efficient Advisors, LLC | 382.735 $ | -15.426 $ | -3,9 % | 398.161 $ | +20.213 $ | +5,3 % | ||||||
| Cordoba Advisory Partners LLC | 397.198 $ | +79.740 $ | +25,1 % | 317.458 $ | -5.281 $ | -1,6 % | 322.739 $ | +3.814 $ | +1,2 % | 318.925 $ | ||
| Financial Gravity Companies, Inc. | 396.457 $ | |||||||||||
| Summit Global Investments | 377.000 $ | +13.000 $ | +3,6 % | 364.000 $ | -32.000 $ | -8,1 % | 396.000 $ | -40.000 $ | -9,2 % | |||
| Radnor Capital Management, LLC | 395.978 $ | +24.805 $ | +6,7 % | 371.173 $ | -1.249 $ | -0,3 % | 372.422 $ | -226.787 $ | -37,8 % | |||
| Medallion Wealth Advisors, LLC | 395.852 $ | +371.727 $ | +1.540,8 % | 24.125 $ | -1.572 $ | -6,1 % | 25.697 $ | -3.771 $ | -12,8 % | |||
| Secure Asset Management, LLC | 395.799 $ | +7.774 $ | +2,0 % | 388.025 $ | +13.745 $ | +3,7 % | 374.280 $ | -8.369 $ | -2,2 % | 382.649 $ | -19.262 $ | -4,8 % |
| Modus Advisors, LLC | 393.950 $ | +24.678 $ | +6,7 % | 369.272 $ | +4.365 $ | +1,2 % | 364.907 $ | +38.630 $ | +11,8 % | |||
| FORTEM FINANCIAL GROUP, LLC | 393.623 $ | |||||||||||
| PRINCETON CAPITAL MANAGEMENT LLC | 393.397 $ | |||||||||||
| GRANVILLE CAPITAL, INC. | 393.364 $ | +25.450 $ | +6,9 % | 367.914 $ | +4.349 $ | +1,2 % | 363.565 $ | |||||
| IF Advisors, LLC | 392.598 $ | +24.594 $ | +6,7 % | 368.004 $ | ||||||||
| GreatBanc Trust CO | 392.405 $ | |||||||||||
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 391.287 $ | +132.975 $ | +51,5 % | 258.312 $ | ||||||||
| Holcombe Financial, Inc. | 390.717 $ | +1.210 $ | +0,3 % | 389.507 $ | -1.764 $ | -0,5 % | 391.271 $ | +30.479 $ | +8,4 % | 360.792 $ | +8.671 $ | +2,5 % |
| ESL Trust Services, LLC | 390.957 $ | +24.491 $ | +6,7 % | 366.466 $ | +8.357 $ | +2,3 % | 358.109 $ | +8.606 $ | +2,5 % | |||
| CLIENT 1ST ADVISORY GROUP, LLC | 338.596 $ | -51.974 $ | -13,3 % | 390.570 $ | +74.168 $ | +23,4 % | 316.402 $ | |||||
| Financial Gravity Asset Management, Inc. | 389.997 $ | +4.610 $ | +1,2 % | 385.387 $ | -231.602 $ | -37,5 % | ||||||
| Running Point Capital Advisors, LLC | 387.512 $ | +9.313 $ | +2,5 % | |||||||||
| Mission Financial Group, LLC | 385.801 $ | +15.355 $ | +4,1 % | 370.446 $ | ||||||||
| One Day In July LLC | 384.002 $ | +23.149 $ | +6,4 % | 360.853 $ | +92.741 $ | +34,6 % | 268.112 $ | |||||
| Plante Moran Financial Advisors, LLC | 382.284 $ | +3.940 $ | +1,0 % | 378.344 $ | -985 $ | -0,3 % | 379.329 $ | -8.171 $ | -2,1 % | |||
| Cove Private Wealth, LLC | 381.684 $ | +76.236 $ | +25,0 % | 305.448 $ | ||||||||
| WPG Advisers, LLC | 381.640 $ | +21.865 $ | +6,1 % | 359.775 $ | +2.463 $ | +0,7 % | 357.312 $ | +5.679 $ | +1,6 % | |||
| Twelve Points Wealth Management LLC | 380.980 $ | +22.871 $ | +6,4 % | 358.109 $ | -12.634 $ | -3,4 % | 370.743 $ | +17.515 $ | +5,0 % | |||
| Geometric Wealth Advisors | 380.235 $ | +29.250 $ | +8,3 % | 350.985 $ | +72.317 $ | +26,0 % | 278.668 $ | -41.760 $ | -13,0 % | |||
| MELFA WEALTH MANAGEMENT, INC. | 380.095 $ | +31.288 $ | +9,0 % | 348.807 $ | +28.456 $ | +8,9 % | 320.351 $ | +10.703 $ | +3,5 % | |||
| Barnes Wealth Management Group, Inc | 379.632 $ | +17.344 $ | +4,8 % | 362.288 $ | +64.952 $ | +21,8 % | 297.336 $ | +25.550 $ | +9,4 % | |||
| Landmark Wealth Management, LLC | 379.462 $ | +26.691 $ | +7,6 % | 352.771 $ | +59.589 $ | +20,3 % | 293.182 $ | +5.066 $ | +1,8 % | |||
| Commonwealth Retirement Investments LLC | 378.207 $ | +47.217 $ | +14,3 % | 330.990 $ | +16.717 $ | +5,3 % | 314.273 $ | +87.180 $ | +38,4 % | |||
| BANK OF NOVA SCOTIA TRUST CO | 376.662 $ | +23.595 $ | +6,7 % | 353.067 $ | +4.173 $ | +1,2 % | 348.894 $ | |||||
| Foster Group, Inc. | 376.185 $ | +116.675 $ | +45,0 % | 259.510 $ | +30.650 $ | +13,4 % | 228.860 $ | +2.705 $ | +1,2 % | 226.155 $ | ||
| Northwest Wealth Advisors, LLC | 375.473 $ | +36.856 $ | +10,9 % | 338.617 $ | +4.003 $ | +1,2 % | 334.614 $ | |||||
| Alamar Capital Management, LLC | 374.975 $ | +4.432 $ | +1,2 % | 370.543 $ | +8.905 $ | +2,5 % | ||||||
| UNION SAVINGS BANK | 374.343 $ | +309.828 $ | +480,2 % | 64.515 $ | -576 $ | -0,9 % | 65.091 $ | +770 $ | +1,2 % | 64.321 $ | ||
| Financial Plan, Inc. | 373.946 $ | +84.261 $ | +29,1 % | 289.685 $ | ||||||||
| W1M Asset Management Ltd | 269.377 $ | -104.345 $ | -27,9 % | 373.722 $ | ||||||||
| PLANWISER FINANCIAL, LLC | 268.686 $ | -104.112 $ | -27,9 % | 372.798 $ | +14.817 $ | +4,1 % | 357.981 $ | +99.848 $ | +38,7 % | |||
| J HAGAN CAPITAL, INC. | 371.231 $ | +27.579 $ | +8,0 % | 343.652 $ | ||||||||
| HORAN Wealth, LLC | 331.316 $ | -38.835 $ | -10,5 % | 370.151 $ | +1.097 $ | +0,3 % | 369.054 $ | +11.687 $ | +3,3 % | |||
| FSB PREMIER WEALTH MANAGEMENT, INC. | 369.708 $ | +35.652 $ | +10,7 % | 334.056 $ | +3.949 $ | +1,2 % | 330.107 $ | +7.933 $ | +2,5 % | |||
| MERIDIAN INVESTMENT COUNSEL INC. | 369.694 $ | +1.145 $ | +0,3 % | 368.549 $ | +86.458 $ | +30,6 % | 282.091 $ | +650 $ | +0,2 % | 281.441 $ | +50.506 $ | +21,9 % |
| WORLD EQUITY GROUP, INC. | 231.600 $ | -1.697 $ | -0,7 % | 233.297 $ | -136.262 $ | -36,9 % | 369.559 $ | +114.611 $ | +45,0 % | |||
| Warner Group LLC | 369.328 $ | |||||||||||
| Glen Eagle Advisors, LLC | 368.356 $ | +32.128 $ | +9,6 % | 336.228 $ | +3.974 $ | +1,2 % | 332.254 $ | -3.366 $ | -1,0 % | |||
| Serenus Wealth Advisors, LLC | 367.101 $ | +22.996 $ | +6,7 % | 344.105 $ | +4.068 $ | +1,2 % | 340.037 $ | +8.172 $ | +2,5 % | |||
| Seascape Capital Management | 367.000 $ | +21.000 $ | +6,1 % | 346.000 $ | +11.000 $ | +3,3 % | 335.000 $ | +8.000 $ | +2,4 % | |||
| Tepp RIA, LLC | 366.303 $ | +1.134 $ | +0,3 % | 365.169 $ | ||||||||
| Privatperson | 366.072 $ | +7.427 $ | +2,1 % | 358.645 $ | -295 $ | -0,1 % | 358.940 $ | |||||
| Thomasville National Bank | 365.555 $ | +41.262 $ | +12,7 % | 324.293 $ | +20.367 $ | +6,7 % | ||||||
| Steigerwald, Gordon & Koch Inc. | 364.396 $ | +22.826 $ | +6,7 % | 341.570 $ | +4.037 $ | +1,2 % | 337.533 $ | +8.112 $ | +2,5 % | |||
| MOSAIC FINANCIAL GROUP, LLC | 364.000 $ | +26.000 $ | +7,7 % | 338.000 $ | +4.000 $ | +1,2 % | 334.000 $ | +12.000 $ | +3,7 % | |||
| Millstone Evans Group, LLC | 363.624 $ | +22.145 $ | +6,5 % | 341.479 $ | +24.880 $ | +7,9 % | 316.599 $ | +216.367 $ | +215,9 % | |||
| CENTRAL BANK & TRUST CO | 363.203 $ | +1.125 $ | +0,3 % | 362.078 $ | +61.156 $ | +20,3 % | 300.922 $ | +3.557 $ | +1,2 % | 297.365 $ | +7.147 $ | +2,5 % |
| Brookwood Investment Group LLC | 362.948 $ | +30.250 $ | +9,1 % | 332.698 $ | -15.570 $ | -4,5 % | 348.268 $ | +2.695 $ | +0,8 % | |||
| Lakeshore Financial Planning, Inc. | 362.777 $ | |||||||||||
| MARYLAND CAPITAL ADVISORS INC. | 309.145 $ | -44.435 $ | -12,6 % | 353.580 $ | -8.376 $ | -2,3 % | 361.956 $ | +8.699 $ | +2,5 % | |||
| REICON WEALTH ADVISORS, LLC | 361.719 $ | +96.819 $ | +36,5 % | 264.900 $ | -53.746 $ | -16,9 % | 318.646 $ | |||||
| FORTRESS FINANCIAL GROUP, LLC | 358.342 $ | -3.140 $ | -0,9 % | 361.482 $ | +23.870 $ | +7,1 % | 337.612 $ | +3.901 $ | +1,2 % | 333.711 $ | -14 $ | -0,0 % |
| Urban Wealth Management, LLC | 361.362 $ | +1.119 $ | +0,3 % | 360.243 $ | +22.566 $ | +6,7 % | 337.677 $ | +3.991 $ | +1,2 % | 333.686 $ | ||
| Uncommon Cents Investing Inc | 360.587 $ | +1.116 $ | +0,3 % | 359.471 $ | ||||||||
| WealthBridge Capital Management, LLC | 359.134 $ | +115.076 $ | +47,2 % | 244.058 $ | +15.289 $ | +6,7 % | 228.769 $ | -22.971 $ | -9,1 % | 251.740 $ | +9.979 $ | +4,1 % |
| LAWOOD & CO | 359.042 $ | +43.964 $ | +14,0 % | 315.078 $ | ||||||||
| Payne Capital Management, LLC | 358.472 $ | +910 $ | +0,3 % | 357.562 $ | +4.226 $ | +1,2 % | 353.336 $ | +983 $ | +0,3 % | |||
| Drake & Associates, LLC | 357.925 $ | +74.295 $ | +26,2 % | 283.630 $ | ||||||||
| Longview Financial Advisors LLC | 357.443 $ | +22.391 $ | +6,7 % | 335.052 $ | +3.960 $ | +1,2 % | 331.092 $ | +7.957 $ | +2,5 % | |||
| Calydon Capital | 356.573 $ | +22.336 $ | +6,7 % | 334.237 $ | +3.951 $ | +1,2 % | 330.286 $ | +7.937 $ | +2,5 % | |||
| Hemenway Trust Co LLC | 355.801 $ | +22.288 $ | +6,7 % | 333.513 $ | +8.863 $ | +2,7 % | 324.650 $ | |||||
| Financial Council, LLC | 355.704 $ | +22.282 $ | +6,7 % | 333.422 $ | ||||||||
| Sage Investment Advisers LLC | 355.259 $ | +1.100 $ | +0,3 % | 354.159 $ | +7.934 $ | +2,3 % | 346.225 $ | |||||
| Opal Wealth Advisors, LLC | 287.812 $ | +892 $ | +0,3 % | 286.920 $ | +36.332 $ | +14,5 % | 250.588 $ | -104.300 $ | -29,4 % | 354.888 $ | ||
| PETTYJOHN, WOOD & WHITE, INC | 354.159 $ | +65.277 $ | +22,6 % | 288.882 $ | +3.415 $ | +1,2 % | 285.467 $ | |||||
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 347.497 $ | -5.008 $ | -1,4 % | 352.505 $ | +19.702 $ | +5,9 % | 332.803 $ | +34.618 $ | +11,6 % | 298.185 $ | +31.685 $ | +11,9 % |
| M.E. ALLISON & CO., INC. | 352.227 $ | +3.794 $ | +1,1 % | 348.433 $ | +12.060 $ | +3,6 % | 336.373 $ | +3.974 $ | +1,2 % | 332.399 $ | +8.410 $ | +2,6 % |
| Bienville Capital Management, LLC | 351.648 $ | +148.861 $ | +73,4 % | 202.787 $ | ||||||||
| CHAPMAN FINANCIAL GROUP, LLC | 351.359 $ | +22.010 $ | +6,7 % | 329.349 $ | +3.892 $ | +1,2 % | 325.457 $ | -14.005 $ | -4,1 % | |||
| VISIONARY HORIZONS, LLC | 349.554 $ | +17.501 $ | +5,3 % | 332.053 $ | +49.192 $ | +17,4 % | 282.861 $ | -15.443 $ | -5,2 % | 298.304 $ | -307.812 $ | -50,8 % |
| Prospect Financial Services LLC | 348.848 $ | +45.029 $ | +14,8 % | 303.819 $ | -10.814 $ | -3,4 % | 314.633 $ | +5.555 $ | +1,8 % | |||
| PRUDENT INVESTORS NETWORK, INC. | 348.746 $ | +123.688 $ | +55,0 % | 225.058 $ | +2.660 $ | +1,2 % | 222.398 $ | |||||
| Marshall Financial Group, LLC | 348.461 $ | |||||||||||
| Key Client Fiduciary Advisors, LLC | 347.957 $ | +1.078 $ | +0,3 % | 346.879 $ | +21.974 $ | +6,8 % | 324.905 $ | +12.786 $ | +4,1 % | 312.119 $ | +7.612 $ | +2,5 % |
| S&T BANK/PA | 345.853 $ | +21.665 $ | +6,7 % | 324.188 $ | +3.832 $ | +1,2 % | 320.356 $ | +7.699 $ | +2,5 % | |||
| Financial Planning Hawaii, Inc. | 344.366 $ | +1.067 $ | +0,3 % | 343.299 $ | +21.505 $ | +6,7 % | 321.794 $ | +3.803 $ | +1,2 % | 317.991 $ | ||
| GERBER, LLC | 342.568 $ | +11.685 $ | +3,5 % | 330.883 $ | +20.727 $ | +6,7 % | 310.156 $ | +9.839 $ | +3,3 % | 300.317 $ | +7.217 $ | +2,5 % |
| Avail Investment Partners, LLC | 338.267 $ | -4.265 $ | -1,2 % | 342.532 $ | +21.532 $ | +6,7 % | 321.000 $ | |||||
| ADVISORTRUST PARTNERS, LLC | 342.473 $ | +53.863 $ | +18,7 % | 288.610 $ | ||||||||
| Kastel Capital Advisors, LLC | 342.439 $ | +15.677 $ | +4,8 % | 326.762 $ | +0 $ | +0,0 % | 326.762 $ | |||||
| Clarius Group, LLC | 341.827 $ | +8.215 $ | +2,5 % | |||||||||
| Arlington Trust Co LLC | 341.502 $ | +58.426 $ | +20,6 % | 283.076 $ | +147.100 $ | +108,2 % | 135.976 $ | +1.607 $ | +1,2 % | 134.369 $ | +47.932 $ | +55,5 % |
| Fonville Wealth Management LLC | 340.160 $ | +74.732 $ | +28,2 % | 265.428 $ | +44.461 $ | +20,1 % | 220.967 $ | |||||
| BridgePort Financial Solutions, LLC | 280.468 $ | +17.569 $ | +6,7 % | 262.899 $ | -76.870 $ | -22,6 % | 339.769 $ | -21.171 $ | -5,9 % | |||
| Arlington Financial Advisors, LLC | 339.080 $ | +4.623 $ | +1,4 % | 334.457 $ | +20.952 $ | +6,7 % | 313.505 $ | +3.705 $ | +1,2 % | 309.800 $ | -128.761 $ | -29,4 % |
| CAMDEN NATIONAL BANK | 337.644 $ | +55.009 $ | +19,5 % | 282.635 $ | -16.161 $ | -5,4 % | 298.796 $ | +34.072 $ | +12,9 % | |||
| Nicholas Wealth, LLC. | 326.446 $ | -11.180 $ | -3,3 % | 337.626 $ | +6.048 $ | +1,8 % | 331.578 $ | |||||
| Carmel Capital Partners, LLC | 336.581 $ | +21.084 $ | +6,7 % | 315.497 $ | ||||||||
| Bravias Capital Group, LLC | 335.753 $ | +24.045 $ | +7,7 % | 311.708 $ | -10.361 $ | -3,2 % | 322.069 $ | +67.320 $ | +26,4 % | |||
| Coppell Advisory Solutions LLC | 259.671 $ | -75.657 $ | -22,6 % | 335.328 $ | -2.118 $ | -0,6 % | ||||||
| SFG Wealth Management, LLC. | 335.067 $ | +86.144 $ | +34,6 % | 248.923 $ | +1.058 $ | +0,4 % | 247.865 $ | +3.963 $ | +1,6 % | |||
| Cannon Advisors, Inc. | 334.689 $ | |||||||||||
| DHJJ Financial Advisors, Ltd. | 155.591 $ | -177.379 $ | -53,3 % | 332.970 $ | +246.372 $ | +284,5 % | 86.598 $ | +510 $ | +0,6 % | |||
| Warren Street Wealth Advisors, LLC | 332.622 $ | +20.837 $ | +6,7 % | 311.785 $ | +70.773 $ | +29,4 % | 241.012 $ | -101.162 $ | -29,6 % | |||
| Cornell Pochily Investment Advisors, Inc. | 327.479 $ | -5.070 $ | -1,5 % | 332.549 $ | +14.365 $ | +4,5 % | 318.184 $ | -5.275 $ | -1,6 % | 323.459 $ | +4.443 $ | +1,4 % |
| MILESTONE ASSET MANAGEMENT, LLC | 286.028 $ | -45.138 $ | -13,6 % | 331.166 $ | +111.145 $ | +50,5 % | ||||||
| Heritage Wealth Management, Inc./Texas | 330.865 $ | +20.765 $ | +6,7 % | 310.100 $ | +3.603 $ | +1,2 % | 306.497 $ | +7.411 $ | +2,5 % | |||
| CULBERTSON A N & CO INC | 330.458 $ | +1.024 $ | +0,3 % | 329.434 $ | +23.805 $ | +7,8 % | 305.629 $ | |||||
| GREENWOOD GEARHART LLC | 330.014 $ | |||||||||||
| SmartHarvest Portfolios, LLC | 328.469 $ | +66.566 $ | +25,4 % | 261.903 $ | ||||||||
| SageGuard Financial Group, LLC | 214.698 $ | -113.292 $ | -34,5 % | 327.990 $ | ||||||||
| Gradient Investments LLC | 327.551 $ | |||||||||||
| Centennial Bank/AR/ | 250.335 $ | -75.754 $ | -23,2 % | 326.089 $ | +3.854 $ | +1,2 % | 322.235 $ | +7.744 $ | +2,5 % | |||
| Collier Financial | 326.030 $ | +41.880 $ | +14,7 % | 284.150 $ | +27.886 $ | +10,9 % | 256.264 $ | +12.276 $ | +5,0 % | |||
| Capital Investment Counsel, Inc | 325.711 $ | +25.637 $ | +8,5 % | 300.074 $ | +18.797 $ | +6,7 % | 281.277 $ | +3.325 $ | +1,2 % | 277.952 $ | +6.680 $ | +2,5 % |
| GUERRA PAN ADVISORS, LLC | 325.281 $ | +24.540 $ | +8,2 % | 300.741 $ | +25.115 $ | +9,1 % | 275.626 $ | +6.624 $ | +2,5 % | |||
| MKT Advisors LLC | 256.452 $ | -68.046 $ | -21,0 % | 324.498 $ | +17.869 $ | +5,8 % | 306.629 $ | +20.484 $ | +7,2 % | 286.145 $ | +25.521 $ | +9,8 % |
| Pinnacle Financial Group, LLC / IL | 323.543 $ | +20.267 $ | +6,7 % | 303.276 $ | +3.585 $ | +1,2 % | 299.691 $ | +7.202 $ | +2,5 % | |||
| Sargent Investment Group, LLC | 323.446 $ | |||||||||||
| Acorn Wealth Advisors, LLC | 323.122 $ | |||||||||||
| GenTrust, LLC | 322.770 $ | +109.210 $ | +51,1 % | 213.560 $ | +2.524 $ | +1,2 % | 211.036 $ | -65.649 $ | -23,7 % | |||
| Rothschild Capital Partners, LLC | 322.525 $ | +24.669 $ | +8,3 % | 297.856 $ | +3.521 $ | +1,2 % | 294.335 $ | +12.084 $ | +4,3 % | |||
| DKM Wealth Management, Inc. | 322.223 $ | +997 $ | +0,3 % | 321.226 $ | +20.123 $ | +6,7 % | 301.103 $ | +3.559 $ | +1,2 % | 297.544 $ | +7.150 $ | +2,5 % |
| City State Bank | 51.346 $ | -270.265 $ | -84,0 % | 321.611 $ | +29.971 $ | +10,3 % | 291.640 $ | +9.192 $ | +3,3 % | |||
| Peregrine Asset Advisers, Inc. | 320.583 $ | +18.122 $ | +6,0 % | 302.461 $ | +47.411 $ | +18,6 % | 255.050 $ | +6.129 $ | +2,5 % | |||
| USA FINANCIAL FORMULAS | 319.197 $ | |||||||||||
| Francis Financial, Inc. | 274.384 $ | -44.463 $ | -13,9 % | 318.847 $ | +3.768 $ | +1,2 % | 315.079 $ | |||||
| Stillwater Private Wealth, LLC | 318.000 $ | +33.000 $ | +11,6 % | 285.000 $ | ||||||||
| Rock Point Advisors, LLC | 317.748 $ | +86.172 $ | +37,2 % | 231.576 $ | +54 $ | +0,0 % | 231.522 $ | |||||
| National Wealth Management Group, LLC | 317.448 $ | +18.420 $ | +6,2 % | 299.028 $ | -926 $ | -0,3 % | 299.954 $ | -11.250 $ | -3,6 % | |||
| Quantum Financial Advisors, LLC | 317.362 $ | +19.880 $ | +6,7 % | 297.482 $ | +3.516 $ | +1,2 % | 293.966 $ | +7.065 $ | +2,5 % | |||
| ECLECTIC ASSOCIATES INC /ADV | 304.300 $ | -12.772 $ | -4,0 % | 317.072 $ | +29.639 $ | +10,3 % | 287.433 $ | |||||
| Intergy Private Wealth, LLC | 316.991 $ | +981 $ | +0,3 % | 316.010 $ | ||||||||
| GTS SECURITIES LLC | 314.863 $ | -214.236 $ | -40,5 % | |||||||||
| Bragg Financial Advisors, Inc | 314.791 $ | +50.771 $ | +19,2 % | 264.020 $ | +59.212 $ | +28,9 % | 204.808 $ | |||||
| Balanced Rock Investment Advisors LLC | 298.502 $ | +18.156 $ | +6,5 % | 280.346 $ | -33.902 $ | -10,8 % | 314.248 $ | +7.552 $ | +2,5 % | |||
| Anchor Investment Management, LLC | 308.090 $ | +22.739 $ | +8,0 % | 285.351 $ | -28.117 $ | -9,0 % | 313.468 $ | -57.734 $ | -15,6 % | |||
| GILL CAPITAL PARTNERS, LLC | 313.401 $ | +148.931 $ | +90,6 % | 164.470 $ | +10.626 $ | +6,9 % | 153.844 $ | |||||
| Faithward Advisors, LLC | 313.306 $ | +19.627 $ | +6,7 % | 293.679 $ | +14.206 $ | +5,1 % | 279.473 $ | |||||
| Maple Capital Management, Inc. | 313.306 $ | +34.383 $ | +12,3 % | 278.923 $ | +8.306 $ | +3,1 % | 270.617 $ | |||||
| Heartwood Wealth Advisors LLC | 313.213 $ | +970 $ | +0,3 % | 312.243 $ | +19.560 $ | +6,7 % | 292.683 $ | +13.299 $ | +4,8 % | 279.384 $ | +6.715 $ | +2,5 % |
| Aspire Capital Advisors LLC | 272.547 $ | -40.144 $ | -12,8 % | 312.691 $ | +9.779 $ | +3,2 % | 302.912 $ | +87.606 $ | +40,7 % | |||
| Formidable Asset Management, LLC | 306.188 $ | -6.312 $ | -2,0 % | 312.500 $ | +7.717 $ | +2,5 % | 304.783 $ | +13.370 $ | +4,6 % | |||
| Baron Financial Group, LLC | 309.145 $ | -2.905 $ | -0,9 % | 312.050 $ | +18.189 $ | +6,2 % | 293.861 $ | -1.447 $ | -0,5 % | 295.308 $ | +5.788 $ | +2,0 % |
| Integris Wealth Management, LLC | 311.760 $ | +35.830 $ | +13,0 % | 275.930 $ | +17.285 $ | +6,7 % | 258.645 $ | +3.057 $ | +1,2 % | 255.588 $ | +6.143 $ | +2,5 % |
| Livet Wealth, LLC | 310.795 $ | +31.962 $ | +11,5 % | 278.833 $ | -6.276 $ | -2,2 % | 285.109 $ | |||||
| Grey Ledge Advisors, LLC | 310.355 $ | +22.183 $ | +7,7 % | 288.172 $ | +17.181 $ | +6,3 % | 270.991 $ | +4.586 $ | +1,7 % | |||
| Avalon Trust Co | 310.215 $ | +19.432 $ | +6,7 % | 290.783 $ | +123.134 $ | +73,4 % | 167.649 $ | -60.580 $ | -26,5 % | |||
| Hardin Capital Partners, LLC | 308.369 $ | -1.652 $ | -0,5 % | 310.021 $ | +19.691 $ | +6,8 % | 290.330 $ | -1.041 $ | -0,4 % | 291.371 $ | +35.465 $ | +13,9 % |
| Olde Wealth Management, LLC | 217.000 $ | +14.000 $ | +6,9 % | 203.000 $ | -107.000 $ | -34,5 % | 310.000 $ | +2.000 $ | +0,6 % | |||
| Accretive Wealth Partners, LLC | 309.346 $ | +19.378 $ | +6,7 % | 289.968 $ | +3.428 $ | +1,2 % | 286.540 $ | +6.886 $ | +2,5 % | |||
| Hidden Cove Wealth Management, LLC | 308.757 $ | +10.228 $ | +3,4 % | 298.529 $ | +1.047 $ | +0,4 % | 297.482 $ | +5.485 $ | +1,9 % | 291.997 $ | +7.017 $ | +2,5 % |
| Vision Retirement, LLC | 308.417 $ | +28.760 $ | +10,3 % | 279.657 $ | -10.818 $ | -3,7 % | 290.475 $ | |||||
| Pasadena Private Wealth, LLC | 308.103 $ | +20.993 $ | +7,3 % | 287.110 $ | ||||||||
| B.O.S.S. Retirement Advisors, LLC | 274.134 $ | -14.473 $ | -5,0 % | 288.607 $ | -18.596 $ | -6,1 % | 307.203 $ | -24.398 $ | -7,4 % | |||
| CORRECT CAPITAL WEALTH MANAGEMENT | 307.124 $ | +19.239 $ | +6,7 % | 287.885 $ | -12.100 $ | -4,0 % | 299.985 $ | +22.339 $ | +8,0 % | |||
| CURIO WEALTH, LLC | 306.925 $ | +133.832 $ | +77,3 % | 173.093 $ | -27.969 $ | -13,9 % | 201.062 $ | +69.922 $ | +53,3 % | |||
| Signature Resources Capital Management, LLC | 305.947 $ | +947 $ | +0,3 % | 305.000 $ | +19.106 $ | +6,7 % | 285.894 $ | +63.318 $ | +28,4 % | 222.576 $ | +5.349 $ | +2,5 % |
| Chevy Chase Trust Holdings, LLC | 305.483 $ | |||||||||||
| HOGE FINANCIAL SERVICES, LLC | 304.628 $ | +13.220 $ | +4,5 % | 291.408 $ | ||||||||
| Farnam Financial LLC | 303.939 $ | +21.938 $ | +7,8 % | 282.001 $ | +3.333 $ | +1,2 % | 278.668 $ | +25.207 $ | +9,9 % | |||
| Avant Financial Advisors LLC | 302.972 $ | +18.979 $ | +6,7 % | 283.993 $ | +3.356 $ | +1,2 % | 280.637 $ | +6.745 $ | +2,5 % | |||
| Somerset Trust Co | 302.944 $ | +938 $ | +0,3 % | 302.006 $ | +18.919 $ | +6,7 % | 283.087 $ | +36.535 $ | +14,8 % | 246.552 $ | +5.926 $ | +2,5 % |
| Vision Capital Management, Inc. | 292.094 $ | -10.492 $ | -3,5 % | 302.586 $ | +29.638 $ | +10,9 % | 272.948 $ | +3.226 $ | +1,2 % | 269.722 $ | +16.435 $ | +6,5 % |
| Clearstead Trust, LLC | 228.026 $ | +24.152 $ | +11,8 % | 203.874 $ | -98.591 $ | -32,6 % | 302.465 $ | -8.970 $ | -2,9 % | |||
| Private Capital Management, LLC | 295.188 $ | -6.862 $ | -2,3 % | 302.050 $ | +26.472 $ | +9,6 % | 275.578 $ | +11.725 $ | +4,4 % | |||
| Vermillion & White Wealth Management Group, LLC | 301.793 $ | +19.417 $ | +6,9 % | 282.376 $ | +3.337 $ | +1,2 % | 279.039 $ | +7.280 $ | +2,7 % | |||
| PEDDOCK CAPITAL ADVISORS, LLC | 301.684 $ | |||||||||||
| EVOLUTION WEALTH MANAGEMENT INC. | 301.426 $ | +45.136 $ | +17,6 % | 256.290 $ | +95.799 $ | +59,7 % | 160.491 $ | +41.051 $ | +34,4 % | |||
| Nemes Rush Group LLC | 301.170 $ | +20.976 $ | +7,5 % | 280.194 $ | +3.312 $ | +1,2 % | 276.882 $ | +132.189 $ | +91,4 % | |||
| Total Wealth Planning, LLC | 301.122 $ | -2.542.482 $ | -89,4 % | |||||||||
| Austin Asset Management Co Inc | 301.062 $ | +18.859 $ | +6,7 % | 282.203 $ | +3.336 $ | +1,2 % | 278.867 $ | -33.024 $ | -10,6 % | |||
| Platform Technology Partners | 300.004 $ | +55.367 $ | +22,6 % | 244.637 $ | ||||||||
| S.A. Mason LLC | 299.844 $ | +929 $ | +0,3 % | 298.915 $ | +142.751 $ | +91,4 % | 156.164 $ | +1.845 $ | +1,2 % | 154.319 $ | +23.965 $ | +18,4 % |
| JB Capital LLC | 299.836 $ | +41.299 $ | +16,0 % | 258.537 $ | +47.864 $ | +22,7 % | 210.673 $ | +2.490 $ | +1,2 % | 208.183 $ | -76.045 $ | -26,8 % |
| NerdWallet Wealth Partners, LLC | 299.256 $ | +26.399 $ | +9,7 % | 272.857 $ | +2.956 $ | +1,1 % | 269.901 $ | +6.749 $ | +2,6 % | |||
| Edgemoor Investment Advisors, Inc. | 298.239 $ | +13.160 $ | +4,6 % | 285.079 $ | +3.369 $ | +1,2 % | 281.710 $ | -10.080 $ | -3,5 % | |||
| CacheTech Inc. | 217.788 $ | -80.418 $ | -27,0 % | 298.206 $ | +8.892 $ | +3,1 % | 289.314 $ | +15.073 $ | +5,5 % | |||
| Adams Wealth Management | 217.788 $ | -80.418 $ | -27,0 % | 298.206 $ | +8.892 $ | +3,1 % | 289.314 $ | +15.073 $ | +5,5 % | |||
| Diversified Portfolios, Inc. | 298.046 $ | +18.670 $ | +6,7 % | 279.376 $ | +3.302 $ | +1,2 % | 276.074 $ | +60.069 $ | +27,8 % | |||
| Covington Investment Advisors Inc. | 298.000 $ | +21.000 $ | +7,6 % | 277.000 $ | +3.000 $ | +1,1 % | 274.000 $ | |||||
| J. L. Bainbridge & Co., Inc. | 211.973 $ | -38.266 $ | -15,3 % | 250.239 $ | -47.695 $ | -16,0 % | 297.934 $ | |||||
| Zullo Investment Group, Inc. | 294.769 $ | -2.951 $ | -1,0 % | 297.720 $ | +18.904 $ | +6,8 % | 278.816 $ | +3.653 $ | +1,3 % | 275.163 $ | +5.152 $ | +1,9 % |
| Wilson & Boucher Capital Management, LLC | 297.466 $ | +18.634 $ | +6,7 % | 278.832 $ | +3.295 $ | +1,2 % | 275.537 $ | +6.622 $ | +2,5 % | |||
| Resurgent Financial Advisors LLC | 296.404 $ | +4.535 $ | +1,6 % | 291.869 $ | +57.354 $ | +24,5 % | ||||||
| Beaird Harris Wealth Management, LLC | 296.115 $ | +18.550 $ | +6,7 % | 277.565 $ | +11.063 $ | +4,2 % | 266.502 $ | +6.405 $ | +2,5 % | |||
| Covestor Ltd | 295.000 $ | +28.000 $ | +10,5 % | 267.000 $ | +10.000 $ | +3,9 % | 257.000 $ | -18.000 $ | -6,5 % | |||
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 293.882 $ | +27.782 $ | +10,4 % | 266.100 $ | +3.145 $ | +1,2 % | 262.955 $ | -1.594 $ | -0,6 % | |||
| High Falls Advisors, Inc | 293.450 $ | -200.345 $ | -40,6 % | |||||||||
| ROBERTS GLORE & CO INC /IL/ | 224.259 $ | -68.787 $ | -23,5 % | 293.046 $ | +3.464 $ | +1,2 % | 289.582 $ | -30.584 $ | -9,6 % | |||
| Upper Left Wealth Management, LLC | 268.358 $ | +831 $ | +0,3 % | 267.527 $ | -10.672 $ | -3,8 % | 278.199 $ | -14.694 $ | -5,0 % | 292.893 $ | +7.040 $ | +2,5 % |
| Insight Wealth Strategies, LLC | 292.128 $ | +2.412 $ | +0,8 % | 289.716 $ | +17.344 $ | +6,4 % | 272.372 $ | +3.219 $ | +1,2 % | 269.153 $ | +7.159 $ | +2,7 % |
| Rayburn West Financial Services LLC | 292.058 $ | +18.295 $ | +6,7 % | 273.763 $ | +3.236 $ | +1,2 % | 270.527 $ | |||||
| FWG Investments, LLC. | 291.892 $ | +30.592 $ | +11,7 % | 261.300 $ | +25.161 $ | +10,7 % | 236.139 $ | -888 $ | -0,4 % | |||
| AMERICAN NATIONAL BANK & TRUST | 291.221 $ | +13.458 $ | +4,8 % | 277.763 $ | +17.401 $ | +6,7 % | 260.362 $ | +1.017 $ | +0,4 % | 259.345 $ | +558 $ | +0,2 % |
| CORA CAPITAL ADVISORS LLC | 291.103 $ | |||||||||||
| Measured Wealth Private Client Group, LLC | 290.513 $ | +12.405 $ | +4,5 % | 278.108 $ | +3.287 $ | +1,2 % | 274.821 $ | +12.193 $ | +4,6 % | |||
| Strathmore Capital Advisors, Inc. | 265.852 $ | -24.413 $ | -8,4 % | 290.265 $ | +78.245 $ | +36,9 % | 212.020 $ | +5.095 $ | +2,5 % | |||
| KOM Wealth Management Group, LLC | 288.656 $ | -880 $ | -0,3 % | 289.536 $ | +15.966 $ | +5,8 % | 273.570 $ | +35.241 $ | +14,8 % | 238.329 $ | +5.310 $ | +2,3 % |
| 626 Financial, LLC | 289.521 $ | +22.457 $ | +8,4 % | 267.064 $ | ||||||||
| Alpha Cubed Investments, LLC | 288.866 $ | +49.632 $ | +20,7 % | |||||||||
| HighMark Wealth Management LLC | 288.848 $ | +3.219 $ | +1,1 % | 285.629 $ | +4.181 $ | +1,5 % | 281.448 $ | +42.067 $ | +17,6 % | |||
| Luken Investment Analytics, LLC | 288.002 $ | +18.042 $ | +6,7 % | 269.960 $ | +3.190 $ | +1,2 % | 266.770 $ | +6.412 $ | +2,5 % | |||
| Stillwater Capital Advisors, LLC | 287.326 $ | |||||||||||
| IFC Advisors LLC | 252.267 $ | +15.803 $ | +6,7 % | 236.464 $ | -50.166 $ | -17,5 % | 286.630 $ | -49.601 $ | -14,8 % | |||
| LIBERTY SQUARE WEALTH PARTNERS LLC | 286.360 $ | +5.989 $ | +2,1 % | 280.371 $ | +15.122 $ | +5,7 % | 265.249 $ | +6.375 $ | +2,5 % | |||
| Insight Advisors, LLC/ PA | 286.179 $ | +21.554 $ | +8,1 % | 264.625 $ | -20.761 $ | -7,3 % | 285.386 $ | +3.373 $ | +1,2 % | 282.013 $ | -20.670 $ | -6,8 % |
| Brady Martz Wealth Solutions, LLC | 286.070 $ | +71.637 $ | +33,4 % | |||||||||
| IMG Wealth Management, Inc. | 159.550 $ | -46.225 $ | -22,5 % | 205.775 $ | -80.050 $ | -28,0 % | 285.825 $ | +110.245 $ | +62,8 % | |||
| LexAurum Advisors, LLC | 283.866 $ | +17.780 $ | +6,7 % | 266.086 $ | -18.729 $ | -6,6 % | 284.815 $ | -10.824 $ | -3,7 % | |||
| American National Bank of Texas | 283.993 $ | |||||||||||
| ARGENT CAPITAL MANAGEMENT LLC | 283.269 $ | +17.745 $ | +6,7 % | 265.524 $ | +3.138 $ | +1,2 % | 262.386 $ | +6.306 $ | +2,5 % | |||
| Provident Wealth Management, LLC | 282.786 $ | +72.394 $ | +34,4 % | 210.392 $ | +2.487 $ | +1,2 % | 207.905 $ | +4.997 $ | +2,5 % | |||
| Teamwork Financial Advisors, LLC | 281.340 $ | |||||||||||
| LEE DANNER & BASS INC | 280.565 $ | +17.575 $ | +6,7 % | 262.990 $ | +3.109 $ | +1,2 % | 259.881 $ | +6.245 $ | +2,5 % | |||
| Christensen, King & Associates Investment Services, Inc. | 277.472 $ | -2.567 $ | -0,9 % | 280.039 $ | +17.542 $ | +6,7 % | 262.497 $ | +1.850 $ | +0,7 % | 260.647 $ | +4.796 $ | +1,9 % |
| Baring Financial LLC | 279.959 $ | +867 $ | +0,3 % | 279.092 $ | +19.656 $ | +7,6 % | 259.436 $ | +3.066 $ | +1,2 % | 256.370 $ | +35.580 $ | +16,1 % |
| Swan Global Investments, LLC | 279.503 $ | +35.706 $ | +14,6 % | 243.797 $ | -12.059 $ | -4,7 % | 255.856 $ | +6.149 $ | +2,5 % | |||
| Lifeworks Advisors, LLC | 214.973 $ | -59.471 $ | -21,7 % | 274.444 $ | -4.569 $ | -1,6 % | 279.013 $ | +46.726 $ | +20,1 % | |||
| Pacifica Partners Inc. | 274.801 $ | -3.866 $ | -1,4 % | 278.667 $ | +19.389 $ | +7,5 % | 259.278 $ | -17.012 $ | -6,2 % | 276.290 $ | +206.673 $ | +296,9 % |
| Vickerman Investment Advisors, Inc. | 277.764 $ | +17.400 $ | +6,7 % | 260.364 $ | +6.566 $ | +2,6 % | 253.798 $ | +6.100 $ | +2,5 % | |||
| Latitude Advisors, LLC | 277.419 $ | +30.789 $ | +12,5 % | 246.630 $ | +6.563 $ | +2,7 % | 240.067 $ | -62.691 $ | -20,7 % | |||
| Michels Family Financial, LLC | 276.677 $ | +18.404 $ | +7,1 % | 258.273 $ | -8.935 $ | -3,3 % | 267.208 $ | +6.689 $ | +2,6 % | |||
| Bedel Financial Consulting, Inc. | 275.935 $ | |||||||||||
| Indie Asset Partners, LLC | 275.156 $ | +17.236 $ | +6,7 % | 257.920 $ | +11.458 $ | +4,6 % | 246.462 $ | -59.560 $ | -19,5 % | |||
| Polaris Financial Partners | 275.000 $ | |||||||||||
| Wealth Forward, LLC | 273.783 $ | +848 $ | +0,3 % | 272.935 $ | +17.097 $ | +6,7 % | 255.838 $ | +3.024 $ | +1,2 % | 252.814 $ | +6.076 $ | +2,5 % |
| MBM WEALTH CONSULTANTS, LLC | 273.321 $ | +271.329 $ | +13.620,9 % | 1.992 $ | ||||||||
| Altus Wealth Group LLC | 273.105 $ | +12.436 $ | +4,8 % | 260.669 $ | +16.329 $ | +6,7 % | 244.340 $ | |||||
| RIK SAYLOR FINANCIAL, INC. | 272.968 $ | |||||||||||
| RETIREMITTEN FINANCIAL LLC | 272.645 $ | +138.751 $ | +103,6 % | 133.894 $ | ||||||||
| Atlas Brown,Inc. | 272.028 $ | +3.740 $ | +1,4 % | 268.288 $ | +16.623 $ | +6,6 % | 251.665 $ | +2.975 $ | +1,2 % | 248.690 $ | +6.036 $ | +2,5 % |
| Cassady Wealth & Retirement Planning, LLC | 270.675 $ | -769 $ | -0,3 % | 271.444 $ | +19.793 $ | +7,9 % | 251.651 $ | |||||
| FINANCIAL LIFE ADVISORS | 270.885 $ | +6.510 $ | +2,5 % | |||||||||
| CAPITAL ADVISORS INC/OK | 270.843 $ | +44.170 $ | +19,5 % | 226.673 $ | +10.995 $ | +5,1 % | 215.678 $ | -10.748 $ | -4,7 % | |||
| VERUS WEALTH MANAGEMENT, LLC | 270.484 $ | +838 $ | +0,3 % | 269.646 $ | ||||||||
| Breachway Investments LLC | 270.392 $ | +837 $ | +0,3 % | 269.555 $ | +1.545 $ | +0,6 % | 268.010 $ | +12.334 $ | +4,8 % | 255.676 $ | ||
| WASHINGTON TRUST BANK | 260.187 $ | -10.136 $ | -3,7 % | 270.323 $ | ||||||||
| Knuff & Co LLC | 270.134 $ | +16.922 $ | +6,7 % | 253.212 $ | +2.992 $ | +1,2 % | 250.220 $ | +6.014 $ | +2,5 % | |||
| CRUX WEALTH ADVISORS | 269.819 $ | +20.915 $ | +8,4 % | 248.904 $ | +2.942 $ | +1,2 % | 245.962 $ | -5.620 $ | -2,2 % | |||
| City Center Advisors, LLC | 267.679 $ | |||||||||||
| Berkshire Money Management, Inc. | 264.095 $ | |||||||||||
| Contango Wealth Management LLC | 264.076 $ | |||||||||||
| Foundation Wealth Management, LLC | 263.685 $ | +20.440 $ | +8,4 % | 243.245 $ | +2.875 $ | +1,2 % | 240.370 $ | +10.227 $ | +4,4 % | |||
| Pflug Koory, LLC | 263.663 $ | +16.516 $ | +6,7 % | 247.147 $ | +2.921 $ | +1,2 % | 244.226 $ | +5.870 $ | +2,5 % | |||
| CHERRYDALE WEALTH MANAGEMENT, LLC | 263.124 $ | +815 $ | +0,3 % | 262.309 $ | +10.375 $ | +4,1 % | 251.934 $ | +12.818 $ | +5,4 % | 239.116 $ | +10.174 $ | +4,4 % |
| Sterling Investment Counsel, LLC | 255.666 $ | -7.226 $ | -2,7 % | 262.892 $ | +4.789 $ | +1,9 % | 258.103 $ | |||||
| AMERIFLEX GROUP, INC. | 262.467 $ | +157.958 $ | +151,1 % | 104.509 $ | -96.479 $ | -48,0 % | ||||||
| Bank OZK | 261.828 $ | +106 $ | +0,0 % | 261.722 $ | +7.656 $ | +3,0 % | 254.066 $ | +6.106 $ | +2,5 % | |||
| KRM WEALTH MANAGEMENT L.L.C. | 261.768 $ | +20.263 $ | +8,4 % | 241.505 $ | +6.075 $ | +2,6 % | 235.430 $ | |||||
| Nova Wealth Management, Inc. | 234.013 $ | -27.076 $ | -10,4 % | 261.089 $ | +173.418 $ | +197,8 % | 87.671 $ | +2.107 $ | +2,5 % | |||
| Oder Investment Management, LLC | 260.837 $ | +17.099 $ | +7,0 % | 243.738 $ | +2.881 $ | +1,2 % | 240.857 $ | |||||
| Vigil Wealth Management, LLC | 260.669 $ | +15.423 $ | +6,3 % | 245.246 $ | +1.467 $ | +0,6 % | 243.779 $ | |||||
| Journey Advisory Group, LLC | 260.573 $ | |||||||||||
| Scientech Research LLC | 259.613 $ | |||||||||||
| POINCIANA ADVISORS GROUP, LLC | 258.641 $ | +16.202 $ | +6,7 % | 242.439 $ | +2.865 $ | +1,2 % | 239.574 $ | +5.758 $ | +2,5 % | |||
| Laurel Wealth Planning LLC | 200.983 $ | -56.847 $ | -22,0 % | 257.830 $ | +50.819 $ | +24,5 % | 207.011 $ | +4.975 $ | +2,5 % | |||
| FourThought Financial Partners, LLC | 257.376 $ | |||||||||||
| Tiller Private Wealth, Inc. | 240.002 $ | -16.651 $ | -6,5 % | 256.653 $ | +16.005 $ | +6,7 % | 240.648 $ | -13.861 $ | -5,4 % | |||
| Chesapeake Wealth Management | 256.226 $ | +28.272 $ | +12,4 % | 227.954 $ | ||||||||
| Smithfield Trust Co | 256.000 $ | +16.000 $ | +6,7 % | 240.000 $ | +2.000 $ | +0,8 % | 238.000 $ | +7.000 $ | +3,0 % | |||
| Willis Investment Counsel | 255.182 $ | +790 $ | +0,3 % | 254.392 $ | +15.936 $ | +6,7 % | 238.456 $ | +2.818 $ | +1,2 % | 235.638 $ | +5.663 $ | +2,5 % |
| Keeler Thomas Management LLC | 254.663 $ | |||||||||||
| Annex Advisory Services, LLC | 254.504 $ | +53.328 $ | +26,5 % | 201.176 $ | -30.552 $ | -13,2 % | 231.728 $ | |||||
| NATURAL INVESTMENTS, LLC | 253.000 $ | +15.000 $ | +6,3 % | 238.000 $ | +4.000 $ | +1,7 % | 234.000 $ | |||||
| American Capital Advisory, LLC | 252.764 $ | +17.056 $ | +7,2 % | 235.708 $ | +8.512 $ | +3,7 % | 227.196 $ | -25.927 $ | -10,2 % | |||
| L.K. Benson & Company, P.C. | 252.653 $ | +15.827 $ | +6,7 % | 236.826 $ | ||||||||
| Colonial River Investments, LLC | 252.319 $ | |||||||||||
| DENVER WEALTH MANAGEMENT, INC. | 250.488 $ | |||||||||||
| ETF Store, Inc. | 250.287 $ | |||||||||||
| First National Advisers, LLC | 250.142 $ | +15.669 $ | +6,7 % | 234.473 $ | +2.772 $ | +1,2 % | 231.701 $ | +5.568 $ | +2,5 % | |||
| PRECEDENT WEALTH PARTNERS, LLC | 250.041 $ | |||||||||||
| Tanglewood Legacy Advisors, LLC | 249.949 $ | +15.657 $ | +6,7 % | 234.292 $ | +2.769 $ | +1,2 % | 231.523 $ | +16.566 $ | +7,7 % | |||
| Riverstone Advisors, LLC | 249.747 $ | +17.504 $ | +7,5 % | 232.243 $ | ||||||||
| Worth Financial Advisory Group, LLC | 241.001 $ | -5.249 $ | -2,1 % | 246.250 $ | -3.379 $ | -1,4 % | 249.629 $ | |||||
| Napier Financial, LLC | 247.729 $ | +16.605 $ | +7,2 % | 231.124 $ | ||||||||
| OLIO Financial Planning | 247.591 $ | |||||||||||
| Financial Sense Advisors, Inc. | 247.419 $ | +5.071 $ | +2,1 % | 242.348 $ | +19.445 $ | +8,7 % | ||||||
| Stockman Wealth Management, Inc. | 247.342 $ | |||||||||||
| FAYEZ SAROFIM & CO | 247.245 $ | +15.488 $ | +6,7 % | 231.757 $ | +2.739 $ | +1,2 % | 229.018 $ | +5.504 $ | +2,5 % | |||
| CogentBlue Wealth Advisors, LLC | 215.388 $ | -31.180 $ | -12,6 % | 246.568 $ | ||||||||
| MILLENNIUM MANAGEMENT LLC | 246.462 $ | +16.400 $ | +7,1 % | |||||||||
| SeedSafe Financial LLC | 246.182 $ | +15.421 $ | +6,7 % | 230.761 $ | +2.727 $ | +1,2 % | 228.034 $ | |||||
| MY Wealth Management Inc. | 246.172 $ | +762 $ | +0,3 % | 245.410 $ | +18.092 $ | +8,0 % | 227.318 $ | +5.463 $ | +2,5 % | |||
| ShoreHaven Wealth Partners, LLC | 245.132 $ | +759 $ | +0,3 % | 244.373 $ | +15.309 $ | +6,7 % | 229.064 $ | +2.707 $ | +1,2 % | 226.357 $ | +5.440 $ | +2,5 % |
| Sincerus Advisory, LLC | 244.822 $ | +15.631 $ | +6,8 % | 229.191 $ | +15.198 $ | +7,1 % | 213.993 $ | +2.530 $ | +1,2 % | 211.463 $ | +6.026 $ | +2,9 % |
| Presidio Capital Management, LLC | 224.935 $ | +1.054 $ | +0,5 % | 223.881 $ | -20.434 $ | -8,4 % | 244.315 $ | |||||
| SFE Investment Counsel | 243.331 $ | |||||||||||
| Eldridge Investment Advisors, Inc. | 243.188 $ | +15.233 $ | +6,7 % | 227.955 $ | ||||||||
| FINANCIAL MANAGEMENT NETWORK INC | 242.528 $ | +2.093 $ | +0,9 % | 240.435 $ | +14.147 $ | +6,3 % | 226.288 $ | |||||
| Tevis Investment Management | 242.460 $ | +0 $ | +0,0 % | |||||||||
| Elevated Financial Group LLC | 241.081 $ | |||||||||||
| KERR FINANCIAL PLANNING Corp | 236.555 $ | -3.878 $ | -1,6 % | 240.433 $ | +27.204 $ | +12,8 % | 213.229 $ | +4.726 $ | +2,3 % | |||
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 231.599 $ | +14.508 $ | +6,7 % | 217.091 $ | -21.767 $ | -9,1 % | 238.858 $ | |||||
| Bouvel Investment Partners, LLC | 238.712 $ | +739 $ | +0,3 % | 237.973 $ | +17.351 $ | +7,9 % | 220.622 $ | +2.608 $ | +1,2 % | 218.014 $ | ||
| Elite Life Management LLC | 238.495 $ | +6.532 $ | +2,8 % | 231.963 $ | +3.910 $ | +1,7 % | 228.053 $ | +19.191 $ | +9,2 % | |||
| AVALON CAPITAL MANAGEMENT | 238.070 $ | |||||||||||
| ProVise Management Group, LLC | 237.973 $ | +21.335 $ | +9,8 % | 216.638 $ | -34 $ | -0,0 % | 216.672 $ | +5.207 $ | +2,5 % | |||
| Almanack Investment Partners, LLC. | 237.874 $ | |||||||||||
| Piscataqua Savings Bank | 237.545 $ | +24.881 $ | +11,7 % | 212.664 $ | +13.232 $ | +6,6 % | 199.432 $ | +2.357 $ | +1,2 % | 197.075 $ | +36.778 $ | +22,9 % |
| KLCM Advisors, Inc. | 236.718 $ | +14.829 $ | +6,7 % | 221.889 $ | ||||||||
| Oxinas Partners, LLC | 234.505 $ | -1.826 $ | -0,8 % | 236.331 $ | +23.280 $ | +10,9 % | 213.051 $ | -28.065 $ | -11,6 % | |||
| Arbor Wealth Advisors LLC | 235.128 $ | +728 $ | +0,3 % | 234.400 $ | +14.684 $ | +6,7 % | 219.716 $ | +2.597 $ | +1,2 % | 217.119 $ | -34.508 $ | -13,7 % |
| GREENUP STREET WEALTH MANAGEMENT LLC | 235.039 $ | +31.468 $ | +15,5 % | 203.571 $ | ||||||||
| Flagship Private Wealth, LLC | 234.902 $ | +8.109 $ | +3,6 % | 226.793 $ | +5.810 $ | +2,6 % | ||||||
| Onyx Financial Advisors, LLC | 234.353 $ | |||||||||||
| KFG WEALTH MANAGEMENT, LLC | 220.618 $ | -13.415 $ | -5,7 % | 234.033 $ | +25.033 $ | +12,0 % | 209.000 $ | -4.597 $ | -2,2 % | 213.597 $ | -147.384 $ | -40,8 % |
| Flagstone Financial Management | 233.531 $ | +14.630 $ | +6,7 % | 218.901 $ | +2.587 $ | +1,2 % | 216.314 $ | +5.198 $ | +2,5 % | |||
| Transcendent Capital Group LLC | 232.996 $ | +1.088 $ | +0,5 % | 231.908 $ | +4.351 $ | +1,9 % | 227.557 $ | +7.466 $ | +3,4 % | |||
| BANK OF NOVA SCOTIA | 232.328 $ | +5.584 $ | +2,5 % | |||||||||
| Arsenal Capital Advisors LLC | 232.082 $ | +18.069 $ | +8,4 % | 214.013 $ | +5.482 $ | +2,6 % | 208.531 $ | |||||
| Shotwell Rutter Baer Inc | 219.239 $ | -12.456 $ | -5,4 % | 231.695 $ | +14.514 $ | +6,7 % | 217.181 $ | -1.944 $ | -0,9 % | 219.125 $ | +6.885 $ | +3,2 % |
| Baker Avenue Asset Management, LP | 231.475 $ | |||||||||||
| Brindle & Bay Financial Advisors, LLC | 231.044 $ | +13.850 $ | +6,4 % | 217.194 $ | +16.364 $ | +8,1 % | 200.830 $ | |||||
| Inlight Wealth Management, LLC | 230.865 $ | +715 $ | +0,3 % | 230.150 $ | +14.417 $ | +6,7 % | 215.733 $ | |||||
| apricus wealth, LLC | 229.281 $ | |||||||||||
| OBSIDIAN CIO, LLC | 165.536 $ | -63.716 $ | -27,8 % | 229.252 $ | +18.078 $ | +8,6 % | 211.174 $ | -3.184.196 $ | -93,8 % | |||
| WealthTrust Axiom LLC | 229.041 $ | +28.127 $ | +14,0 % | 200.914 $ | -5.133 $ | -2,5 % | 206.047 $ | |||||
| Carson Advisory Inc. | 227.775 $ | |||||||||||
| Triumph Capital Management | 194.133 $ | +2.870 $ | +1,5 % | 191.263 $ | -36.092 $ | -15,9 % | 227.355 $ | +4.624 $ | +2,1 % | 222.731 $ | ||
| HARBOR ADVISORY CORP /MA/ | 227.156 $ | +14.229 $ | +6,7 % | 212.927 $ | +2.517 $ | +1,2 % | 210.410 $ | +5.057 $ | +2,5 % | |||
| Canal Capital Management, LLC | 226.713 $ | +8.222 $ | +3,8 % | |||||||||
| Causey Wealth LLC | 201.661 $ | -24.963 $ | -11,0 % | 226.624 $ | +8.341 $ | +3,8 % | ||||||
| Gilman Hill Asset Management, LLC | 225.963 $ | +7.949 $ | +3,6 % | 218.014 $ | ||||||||
| PROFFITT & GOODSON INC | 225.901 $ | +74.082 $ | +48,8 % | 151.819 $ | -67.985 $ | -30,9 % | 219.804 $ | +5.283 $ | +2,5 % | |||
| Richardson Capital Management LLC | 225.780 $ | +15.760 $ | +7,5 % | 210.020 $ | +2.482 $ | +1,2 % | 207.538 $ | +294 $ | +0,1 % | |||
| Pillar Financial Advisors, LLC | 225.634 $ | +120.748 $ | +115,1 % | 104.886 $ | +6.570 $ | +6,7 % | 98.316 $ | +1.162 $ | +1,2 % | 97.154 $ | +2.335 $ | +2,5 % |
| Blue Capital, Inc. | 224.957 $ | |||||||||||
| Aegis Wealth Management, Inc. | 224.859 $ | |||||||||||
| LEGACY SOLUTIONS, LLC | 224.097 $ | +694 $ | +0,3 % | 223.403 $ | ||||||||
| ABNER HERRMAN & BROCK LLC | 217.000 $ | -7.000 $ | -3,1 % | 224.000 $ | ||||||||
| Hamilton Point Investment Advisors, LLC | 223.925 $ | +14.027 $ | +6,7 % | 209.898 $ | -5.123 $ | -2,4 % | 215.021 $ | |||||
| Guardian Partners Inc. | 223.793 $ | +693 $ | +0,3 % | 223.100 $ | +13.856 $ | +6,6 % | 209.244 $ | -6.423 $ | -3,0 % | 215.667 $ | ||
| Ashford Advisors, LLC | 223.583 $ | +14.006 $ | +6,7 % | 209.577 $ | +2.477 $ | +1,2 % | 207.100 $ | +4.977 $ | +2,5 % | |||
| New Harbor Financial Group, LLC | 223.293 $ | |||||||||||
| Valtinson Bruner Financial Planning LLC | 205.981 $ | -1.829 $ | -0,9 % | 207.810 $ | -14.720 $ | -6,6 % | 222.530 $ | +5.477 $ | +2,5 % | |||
| Grandview Asset Management LLC | 222.317 $ | |||||||||||
| Onyx Bridge Wealth Group LLC | 211.900 $ | +1.722 $ | +0,8 % | 210.178 $ | -11.829 $ | -5,3 % | 222.007 $ | |||||
| Alpha Zero LLC | 221.193 $ | |||||||||||
| Sterling Wealth Management, Inc. | 221.072 $ | |||||||||||
| WoodTrust Financial Corp | 220.000 $ | |||||||||||
| LifeGoal Investments, LLC | 219.889 $ | +681 $ | +0,3 % | 219.208 $ | +12.204 $ | +5,9 % | 207.004 $ | +5.518 $ | +2,7 % | 201.486 $ | ||
| TRUSTMARK BANK TRUST DEPARTMENT | 219.623 $ | +13.758 $ | +6,7 % | 205.865 $ | +2.433 $ | +1,2 % | 203.432 $ | |||||
| Factor Wealth Management LTD | 205.038 $ | +635 $ | +0,3 % | 204.403 $ | -3.795 $ | -1,8 % | 208.198 $ | -11.190 $ | -5,1 % | 219.388 $ | ||
| Wayfinding Financial, LLC | 219.000 $ | |||||||||||
| Poehling Capital Management, INC. | 218.640 $ | +5.254 $ | +2,5 % | |||||||||
| Tenon Financial LLC | 203.089 $ | +629 $ | +0,3 % | 202.460 $ | -15.925 $ | -7,3 % | 218.385 $ | |||||
| JHP Wealth Management, LLC | 218.279 $ | |||||||||||
| Mirador Capital Partners LP | 217.968 $ | -51.113 $ | -19,0 % | |||||||||
| 1900 WEALTH MANAGEMENT LLC | 200.542 $ | -16.377 $ | -7,5 % | 216.919 $ | ||||||||
| Bensler, LLC | 216.819 $ | +15.689 $ | +7,8 % | |||||||||
| HFG Advisors, Inc. | 216.340 $ | +13.553 $ | +6,7 % | 202.787 $ | +2.397 $ | +1,2 % | 200.390 $ | |||||
| TRAPHAGEN INVESTMENT ADVISORS LLC | 215.404 $ | +5.883 $ | +2,8 % | 209.521 $ | ||||||||
| TILIA FIDUCIARY PARTNERS, INC. | 215.277 $ | |||||||||||
| E&G Advisors, LLC | 214.880 $ | +666 $ | +0,3 % | 214.214 $ | +13.418 $ | +6,7 % | 200.796 $ | |||||
| Point72 Asset Management, L.P. | 214.704 $ | |||||||||||
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 214.630 $ | +4.450 $ | +2,1 % | 210.180 $ | -21.925 $ | -9,4 % | ||||||
| FLC Capital Advisors | 214.103 $ | -24.079 $ | -10,1 % | |||||||||
| Capstone Financial Advisors, Inc. | 214.022 $ | |||||||||||
| Meridian Wealth Partners, LLC | 203.977 $ | -9.855 $ | -4,6 % | 213.832 $ | ||||||||
| LAVELLE CAPITAL LP | 213.538 $ | +13.376 $ | +6,7 % | 200.162 $ | ||||||||
| Cauble & Harre Wealth Management, Inc. | 213.452 $ | |||||||||||
| Mawer Investment Management Ltd. | 213.442 $ | |||||||||||
| ARMSTRONG ADVISORY GROUP, INC | 213.233 $ | +660 $ | +0,3 % | 212.573 $ | +13.316 $ | +6,7 % | 199.257 $ | +2.355 $ | +1,2 % | 196.902 $ | +4.732 $ | +2,5 % |
| Summit Financial Strategies, Inc. | 202.425 $ | -9.953 $ | -4,7 % | 212.378 $ | ||||||||
| HHM Wealth Advisors, LLC | 212.283 $ | +147.735 $ | +228,9 % | 64.548 $ | -5.142 $ | -7,4 % | 69.690 $ | -6.096 $ | -8,0 % | |||
| BOS Asset Management, LLC | 212.264 $ | +657 $ | +0,3 % | 211.607 $ | ||||||||
| Financial Partners Group, Inc | 211.981 $ | |||||||||||
| Freedom Day Solutions, LLC | 211.841 $ | +656 $ | +0,3 % | 211.185 $ | ||||||||
| Clearwater Capital Advisors, LLC | 211.704 $ | +9.369 $ | +4,6 % | 202.335 $ | +1.958 $ | +1,0 % | ||||||
| Emprise Bank | 200.445 $ | -79 $ | -0,0 % | 200.524 $ | -10.870 $ | -5,1 % | 211.394 $ | -12.382 $ | -5,5 % | |||
| CAPITAL INSIGHT PARTNERS, LLC | 211.037 $ | +5.072 $ | +2,5 % | |||||||||
| Lakeridge Wealth Management LLC | 209.965 $ | |||||||||||
| Pekin Hardy Strauss, Inc. | 209.096 $ | |||||||||||
| Bellecapital International Ltd. | 208.621 $ | +5.014 $ | +2,5 % | |||||||||
| Safeguard Investment Advisory Group, LLC | 208.562 $ | -40.424 $ | -16,2 % | |||||||||
| TOTAL INVESTMENT MANAGEMENT INC | 208.195 $ | |||||||||||
| Catalina Capital Group, LLC | 206.948 $ | |||||||||||
| J.P. Marvel Investment Advisors, LLC | 205.716 $ | |||||||||||
| Evelyn Partners Asset Management Ltd | 205.594 $ | +133.937 $ | +186,9 % | 71.657 $ | +1.722 $ | +2,5 % | ||||||
| Signature Equity Partners, LLC | 167.513 $ | -23.627 $ | -12,4 % | 191.140 $ | -14.406 $ | -7,0 % | 205.546 $ | |||||
| Murphy, Middleton, Hinkle & Parker, Inc. | 205.289 $ | +636 $ | +0,3 % | 204.653 $ | ||||||||
| Your Advocates Ltd., LLP | 205.136 $ | +23.623 $ | +13,0 % | 181.513 $ | +2.146 $ | +1,2 % | 179.367 $ | +4.310 $ | +2,5 % | |||
| PURSUE WEALTH PARTNERS LLC | 205.000 $ | +2.000 $ | +1,0 % | 203.000 $ | ||||||||
| Cornerstone Wealth Group, LLC | 204.720 $ | |||||||||||
| Rollins Financial Advisors, LLC | 203.687 $ | |||||||||||
| Checchi Capital Advisers, LLC | 203.494 $ | |||||||||||
| Axis Wealth Partners, LLC | 202.317 $ | -67.367 $ | -25,0 % | |||||||||
| Prosperity Planning, Inc. | 200.004 $ | -346 $ | -0,2 % | 200.350 $ | -1.663 $ | -0,8 % | 202.013 $ | +777 $ | +0,4 % | 201.236 $ | -1.537 $ | -0,8 % |
| Approach Retirement Advisors, LLC | 200.445 $ | |||||||||||
| Annis Gardner Whiting Capital Advisors, LLC | 136.791 $ | -61.184 $ | -30,9 % | 197.975 $ | +60.636 $ | +44,2 % | ||||||
| UNC Management Company, Inc. | 196.780 $ | +63.611 $ | +47,8 % | 133.169 $ | ||||||||
| Nalls Sherbakoff Group, LLC | 196.294 $ | +15.234 $ | +8,4 % | 181.060 $ | +2.140 $ | +1,2 % | 178.920 $ | +4.300 $ | +2,5 % | |||
| Gen-Wealth Partners Inc | 195.188 $ | +12.227 $ | +6,7 % | 182.961 $ | +2.162 $ | +1,2 % | 180.799 $ | +4.345 $ | +2,5 % | |||
| Private Wealth Management Group, LLC | 188.335 $ | +583 $ | +0,3 % | 187.752 $ | +11.761 $ | +6,7 % | 175.991 $ | +1.722 $ | +1,0 % | 174.269 $ | +4.538 $ | +2,7 % |
| Allied Private Wealth LLC | 187.144 $ | |||||||||||
| Planning Strategies Inc. | 181.262 $ | +25.092 $ | +16,1 % | 156.170 $ | ||||||||
| Smallwood Wealth Investment Management, LLC | 46.068 $ | +2.886 $ | +6,7 % | 43.182 $ | -135.201 $ | -75,8 % | 178.383 $ | +4.287 $ | +2,5 % | |||
| SFAM, LLC | 178.163 $ | +142.675 $ | +402,0 % | 35.488 $ | ||||||||
| STRATEGIC ADVISORY PARTNERS, LLC | 177.439 $ | |||||||||||
| ORG Partners LLC | 176.239 $ | +32.676 $ | +22,8 % | |||||||||
| McIlrath & Eck, LLC | 175.273 $ | +158.294 $ | +932,3 % | |||||||||
| BFSG, LLC | 175.197 $ | +15.683 $ | +9,8 % | 159.514 $ | +1.885 $ | +1,2 % | 157.629 $ | -1.885.164 $ | -92,3 % | |||
| First Pacific Advisors, LP | 174.312 $ | +167.710 $ | +2.540,3 % | 6.602 $ | -6.877 $ | -51,0 % | 13.479 $ | |||||
| Marquette Asset Management, LLC | 173.416 $ | +91.709 $ | +112,2 % | 81.707 $ | +5.118 $ | +6,7 % | 76.589 $ | |||||
| DecisionPoint Financial, LLC | 166.891 $ | +35.984 $ | +27,5 % | 130.907 $ | -11.156 $ | -7,9 % | 142.063 $ | +130.811 $ | +1.162,6 % | |||
| SJS Investment Consulting Inc. | 154.818 $ | +9.698 $ | +6,7 % | 145.120 $ | -20.739 $ | -12,5 % | 165.859 $ | +26.337 $ | +18,9 % | |||
| First Bancorp, Inc /ME/ | 165.538 $ | |||||||||||
| Bank of New Hampshire | 163.727 $ | +507 $ | +0,3 % | 163.220 $ | +83.191 $ | +104,0 % | 80.029 $ | |||||
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 162.419 $ | +25.357 $ | +18,5 % | 137.062 $ | +1.620 $ | +1,2 % | 135.442 $ | +3.255 $ | +2,5 % | |||
| Pinnacle Wealth Planning Services, Inc. | 97.063 $ | +6.080 $ | +6,7 % | 90.983 $ | -70.492 $ | -43,7 % | 161.475 $ | |||||
| Concord Wealth Partners | 145.361 $ | -15.889 $ | -9,9 % | 161.250 $ | -97.239 $ | -37,6 % | ||||||
| McCarley & Cook Financial Planners | 161.208 $ | +8.612 $ | +5,6 % | 152.596 $ | +9.559 $ | +6,7 % | 143.037 $ | +4.195 $ | +3,0 % | 138.842 $ | ||
| TWIN PEAKS WEALTH ADVISORS, LLC | 160.547 $ | |||||||||||
| TRUST CO OF TOLEDO NA /OH/ | 158.399 $ | +75.823 $ | +91,8 % | 82.576 $ | -893 $ | -1,1 % | 83.469 $ | -34.797 $ | -29,4 % | 118.266 $ | +2.842 $ | +2,5 % |
| LFA - Lugano Financial Advisors SA | 157.232 $ | +9.849 $ | +6,7 % | 147.383 $ | +1.742 $ | +1,2 % | 145.641 $ | +3.500 $ | +2,5 % | |||
| Bradley & Co. Private Wealth Management, LLC | 156.169 $ | +9.782 $ | +6,7 % | 146.387 $ | +1.731 $ | +1,2 % | 144.656 $ | +3.476 $ | +2,5 % | |||
| Prestige Wealth Management Group LLC | 155.591 $ | +24.956 $ | +19,1 % | 130.635 $ | +1.544 $ | +1,2 % | 129.091 $ | |||||
| Oakworth Capital, Inc. | 155.073 $ | +9.411 $ | +6,5 % | 145.662 $ | +1.720 $ | +1,2 % | 143.942 $ | +3.460 $ | +2,5 % | |||
| North Ridge Wealth Advisors, Inc. | 147.293 $ | -4.968 $ | -3,3 % | 152.261 $ | -15.811 $ | -9,4 % | ||||||
| United Financial Planning Group LLC | 150.182 $ | +9.408 $ | +6,7 % | 140.774 $ | -8.535 $ | -5,7 % | 149.309 $ | |||||
| Windsor Advisory Group, LLC | 148.741 $ | |||||||||||
| CGC Financial Services, LLC | 145.126 $ | +449 $ | +0,3 % | 144.677 $ | +9.063 $ | +6,7 % | 135.614 $ | -7 $ | -0,0 % | 135.621 $ | +4.831 $ | +3,7 % |
| Canton Hathaway, LLC | 144.677 $ | |||||||||||
| Compass Wealth Management LLC | 143.092 $ | |||||||||||
| Tradewinds Capital Management, LLC | 130.094 $ | +8.150 $ | +6,7 % | 121.944 $ | -18.598 $ | -13,2 % | 140.542 $ | +3.377 $ | +2,5 % | |||
| MCDONALD PARTNERS LLC | 138.496 $ | |||||||||||
| MPWM ADVISORY SOLUTIONS, LLC | 108.821 $ | +3.554 $ | +3,4 % | 105.267 $ | -32.958 $ | -23,8 % | 138.225 $ | +5.165 $ | +3,9 % | |||
| First Pacific Financial | 134.421 $ | +417 $ | +0,3 % | 134.004 $ | -1.052 $ | -0,8 % | 135.056 $ | +92.577 $ | +217,9 % | 42.479 $ | -20.297 $ | -32,3 % |
| Hilton Head Capital Partners, LLC | 133.561 $ | +9.597 $ | +7,7 % | 123.964 $ | +1.465 $ | +1,2 % | 122.499 $ | |||||
| Bell Investment Advisors, Inc | 16.226 $ | +1.016 $ | +6,7 % | 15.210 $ | -116.655 $ | -88,5 % | 131.865 $ | +3.170 $ | +2,5 % | |||
| FIRST COMMUNITY TRUST NA | 123.425 $ | -7.344 $ | -5,6 % | 130.769 $ | +42.050 $ | +47,4 % | 88.719 $ | +28.960 $ | +48,5 % | 59.759 $ | +9.643 $ | +19,2 % |
| MRP Capital Investments, LLC | 130.094 $ | +8.150 $ | +6,7 % | 121.944 $ | +51.270 $ | +72,5 % | 70.674 $ | +4.724 $ | +7,2 % | |||
| Robinswood Financial LLC | 28.626 $ | +2.144 $ | +8,1 % | 26.482 $ | -101.637 $ | -79,3 % | 128.119 $ | +5.351 $ | +4,4 % | |||
| Privatperson | 126.235 $ | +5.896 $ | +4,9 % | 120.339 $ | +7.539 $ | +6,7 % | 112.800 $ | +1.333 $ | +1,2 % | 111.467 $ | +2.679 $ | +2,5 % |
| Holos Integrated Wealth LLC | 125.531 $ | +6.806 $ | +5,7 % | 118.725 $ | +1.812 $ | +1,5 % | 116.913 $ | +23.764 $ | +25,5 % | |||
| Indiana Trust & Investment Management Co | 125.169 $ | +388 $ | +0,3 % | 124.781 $ | +16.779 $ | +15,5 % | 108.002 $ | +1.276 $ | +1,2 % | 106.726 $ | +2.565 $ | +2,5 % |
| Salomon & Ludwin, LLC | 124.616 $ | +9.714 $ | +8,5 % | 114.902 $ | -2.664 $ | -2,3 % | 117.566 $ | -58 $ | -0,0 % | |||
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 122.703 $ | +380 $ | +0,3 % | 122.323 $ | +7.662 $ | +6,7 % | 114.661 $ | |||||
| Hanson & Doremus Investment Management | 112.000 $ | -9.000 $ | -7,4 % | 121.000 $ | +7.000 $ | +6,1 % | 114.000 $ | +59.000 $ | +107,3 % | 55.000 $ | +10.000 $ | +22,2 % |
| Newton One Investments LLC | 93.122 $ | +288 $ | +0,3 % | 92.834 $ | +8.550 $ | +10,1 % | 84.284 $ | -34.941 $ | -29,3 % | 119.225 $ | -2.024 $ | -1,7 % |
| TUCKER ASSET MANAGEMENT LLC | 118.987 $ | +11.166 $ | +10,4 % | 107.821 $ | +20.508 $ | +23,5 % | 87.313 $ | +4.980 $ | +6,0 % | |||
| Harbor Asset Planning, Inc. | 68.090 $ | -47.511 $ | -41,1 % | 115.601 $ | +1.367 $ | +1,2 % | 114.234 $ | +4.859 $ | +4,4 % | |||
| Pandora Wealth, Inc. | 114.509 $ | +2.752 $ | +2,5 % | |||||||||
| Investors Research Corp | 106.471 $ | +426 $ | +0,4 % | 106.045 $ | -7.842 $ | -6,9 % | 113.887 $ | +1.346 $ | +1,2 % | 112.541 $ | +2.705 $ | +2,5 % |
| Silver Grove Financial Group, Inc. | 110.990 $ | +65.050 $ | +141,6 % | 45.940 $ | ||||||||
| Stone House Investment Management, LLC | 108.544 $ | +6.513 $ | +6,4 % | 102.031 $ | +3.890 $ | +4,0 % | 98.141 $ | +262 $ | +0,3 % | |||
| N.E.W. Advisory Services LLC | 107.069 $ | +3.871 $ | +3,8 % | 103.198 $ | +1.375 $ | +1,4 % | 101.823 $ | +5.109 $ | +5,3 % | |||
| Global Assets Advisory, LLC | 106.994 $ | |||||||||||
| SRH ADVISORS, LLC | 106.762 $ | +331 $ | +0,3 % | 106.431 $ | +6.667 $ | +6,7 % | 99.764 $ | +7.978 $ | +8,7 % | 91.786 $ | +2.206 $ | +2,5 % |
| Morse Asset Management, Inc | 101.409 $ | +6.352 $ | +6,7 % | 95.057 $ | +5.597 $ | +6,3 % | 89.460 $ | |||||
| Cliffwater LLC | 100.057 $ | +6.268 $ | +6,7 % | 93.789 $ | +1.108 $ | +1,2 % | 92.681 $ | +2.228 $ | +2,5 % | |||
| Minot DeBlois Advisors LLC | 90.302 $ | +4.298 $ | +5,0 % | 86.004 $ | -12.402 $ | -12,6 % | 98.406 $ | -5.493 $ | -5,3 % | |||
| Cape Investment Advisory, Inc. | 98.199 $ | +61.345 $ | +166,5 % | 36.854 $ | +2.815 $ | +8,3 % | 34.039 $ | +20.213 $ | +146,2 % | |||
| Sunrise Financial Services, LLC | 64.522 $ | +200 $ | +0,3 % | 64.322 $ | -33.450 $ | -34,2 % | 97.772 $ | |||||
| IFC & Insurance Marketing, Inc. | 97.000 $ | |||||||||||
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 93.489 $ | +89.144 $ | +2.051,6 % | 4.345 $ | +767 $ | +21,4 % | 3.578 $ | -3.319 $ | -48,1 % | |||
| Moisand Fitzgerald Tamayo, LLC | 83.802 $ | -9.591 $ | -10,3 % | 93.393 $ | +63.155 $ | +208,9 % | 30.238 $ | +358 $ | +1,2 % | 29.880 $ | +718 $ | +2,5 % |
| CALDWELL SUTTER CAPITAL, INC. | 79.682 $ | -12.166 $ | -13,2 % | 91.848 $ | -1.330 $ | -1,4 % | 93.178 $ | +2.899 $ | +3,2 % | |||
| Wealth Preservation Advisors, LLC | 92.949 $ | +2.234 $ | +2,5 % | |||||||||
| Markowski Investments | 90.399 $ | |||||||||||
| THOMPSON INVESTMENT MANAGEMENT, INC. | 90.098 $ | +279 $ | +0,3 % | 89.819 $ | +5.626 $ | +6,7 % | 84.193 $ | +70.595 $ | +519,2 % | 13.598 $ | +327 $ | +2,5 % |
| PlanVest Financial, Inc | 89.337 $ | +5.597 $ | +6,7 % | 83.740 $ | ||||||||
| Roxbury Financial LLC | 88.898 $ | +3.656 $ | +4,3 % | 85.242 $ | +5.340 $ | +6,7 % | 79.902 $ | +944 $ | +1,2 % | 78.958 $ | +2.371 $ | +3,1 % |
| Pioneer Family Office, LLC | 87.501 $ | +5.481 $ | +6,7 % | 82.020 $ | +969 $ | +1,2 % | 81.051 $ | |||||
| DELTA ASSET MANAGEMENT LLC/TN | 86.922 $ | +5.445 $ | +6,7 % | 81.477 $ | +963 $ | +1,2 % | 80.514 $ | +1.935 $ | +2,5 % | |||
| COMPASS FINANCIAL MANAGEMENT LLC | 86.048 $ | |||||||||||
| First PREMIER Bank | 84.000 $ | +1.000 $ | +1,2 % | 83.000 $ | +5.000 $ | +6,4 % | 78.000 $ | +1.000 $ | +1,3 % | 77.000 $ | +2.000 $ | +2,7 % |
| Kingdom Financial Group LLC. | 83.887 $ | +45.998 $ | +121,4 % | 37.889 $ | -34.400 $ | -47,6 % | 72.289 $ | |||||
| Essential Partners LLC | 81.670 $ | +253 $ | +0,3 % | 81.417 $ | +4.195 $ | +5,4 % | 77.222 $ | +913 $ | +1,2 % | 76.309 $ | +1.834 $ | +2,5 % |
| PFS Partners, LLC | 81.574 $ | +252 $ | +0,3 % | 81.322 $ | +5.181 $ | +6,8 % | 76.141 $ | +899 $ | +1,2 % | 75.242 $ | +1.907 $ | +2,6 % |
| American Wealth Advisors, LLC | 80.531 $ | +7.792 $ | +10,7 % | |||||||||
| Front Row Advisors LLC | 79.498 $ | +9.337 $ | +13,3 % | 70.161 $ | +829 $ | +1,2 % | 69.332 $ | +1.667 $ | +2,5 % | |||
| ATWOOD & PALMER INC | 78.667 $ | +244 $ | +0,3 % | 78.423 $ | +4.912 $ | +6,7 % | 73.511 $ | +869 $ | +1,2 % | 72.642 $ | +14.755 $ | +25,5 % |
| FIDUCIARY ADVISORS, INC. | 78.183 $ | +242 $ | +0,3 % | 77.941 $ | +9.862 $ | +14,5 % | 68.079 $ | +805 $ | +1,2 % | 67.274 $ | +1.616 $ | +2,5 % |
| Rice Partnership, LLC | 77.584 $ | +917 $ | +1,2 % | 76.667 $ | -1.912 $ | -2,4 % | ||||||
| High Note Wealth, LLC | 76.395 $ | +4.786 $ | +6,7 % | 71.609 $ | ||||||||
| TOTH FINANCIAL ADVISORY CORP | 76.342 $ | +16.945 $ | +28,5 % | 59.397 $ | +3.721 $ | +6,7 % | 55.676 $ | +658 $ | +1,2 % | 55.018 $ | +1.322 $ | +2,5 % |
| Addison Advisors LLC | 65.965 $ | -10.352 $ | -13,6 % | 76.317 $ | +15.215 $ | +24,9 % | 61.102 $ | -85.230 $ | -58,2 % | |||
| Darwin Wealth Management, LLC | 73.756 $ | +5.307 $ | +7,8 % | 68.449 $ | +22.834 $ | +50,1 % | 45.615 $ | -104.232 $ | -69,6 % | |||
| Twin Lakes Capital Management, LLC | 72.825 $ | +5.652 $ | +8,4 % | 67.173 $ | +794 $ | +1,2 % | 66.379 $ | +1.595 $ | +2,5 % | |||
| MTM Investment Management, LLC | 72.628 $ | +11.068 $ | +18,0 % | 61.560 $ | +727 $ | +1,2 % | 60.833 $ | +1.462 $ | +2,5 % | |||
| SECURITY NATIONAL BANK OF SO DAK | 71.662 $ | |||||||||||
| Banque Transatlantique SA | 60.845 $ | -10.221 $ | -14,4 % | 71.066 $ | ||||||||
| Rydar Equities, Inc. | 70.671 $ | |||||||||||
| Virginia Estate & Retirement Planning Advisors Inc. | 70.335 $ | |||||||||||
| Orion Capital Management LLC | 45.489 $ | -24.762 $ | -35,2 % | 70.251 $ | +58.532 $ | +499,5 % | 11.719 $ | +281 $ | +2,5 % | |||
| ABOUND FINANCIAL, LLC | 68.571 $ | +4.295 $ | +6,7 % | 64.276 $ | +760 $ | +1,2 % | 63.516 $ | |||||
| Redwood Park Advisors LLC | 68.119 $ | +13.684 $ | +25,1 % | 54.435 $ | -3.808 $ | -6,5 % | 58.243 $ | -35.030 $ | -37,6 % | |||
| SITTNER & NELSON, LLC | 67.896 $ | +8.327 $ | +14,0 % | 59.569 $ | -3.376 $ | -5,4 % | 62.945 $ | +5.495 $ | +9,6 % | |||
| Chung Wu Investment Group, LLC | 67.606 $ | |||||||||||
| Southern Farm Bureau Life Insurance | 66.361 $ | +169 $ | +0,3 % | 66.192 $ | +4.361 $ | +7,1 % | 61.831 $ | +638 $ | +1,0 % | 61.193 $ | +1.286 $ | +2,1 % |
| Tower Research Capital LLC (TRC) | 66.254 $ | +37.895 $ | +133,6 % | 28.359 $ | -6.216 $ | -18,0 % | ||||||
| Tacita Capital Inc | 65.095 $ | +4.893 $ | +8,1 % | 60.202 $ | +711 $ | +1,2 % | 59.491 $ | +1.430 $ | +2,5 % | |||
| FLAGSHIP WEALTH ADVISORS, LLC | 64.129 $ | +55.113 $ | +611,3 % | 9.016 $ | -413 $ | -4,4 % | ||||||
| Global Trust Asset Management, LLC | 38.752 $ | +120 $ | +0,3 % | 38.632 $ | -25.101 $ | -39,4 % | 63.733 $ | +753 $ | +1,2 % | 62.980 $ | -265.568 $ | -80,8 % |
| Birchwood Financial Partners, Inc. | 63.314 $ | +4.914 $ | +8,4 % | 58.400 $ | +690 $ | +1,2 % | 57.710 $ | |||||
| Trifecta Capital Advisors, LLC | 60.363 $ | |||||||||||
| Missouri Trust & Investment Co | 59.750 $ | +706 $ | +1,2 % | 59.044 $ | +1.419 $ | +2,5 % | ||||||
| PIN OAK INVESTMENT ADVISORS INC | 59.000 $ | +3.000 $ | +5,4 % | 56.000 $ | -3.000 $ | -5,1 % | 59.000 $ | +5.304 $ | +9,9 % | |||
| Wilkerson Advisory Group LLC | 30.227 $ | -28.590 $ | -48,6 % | 58.817 $ | +30.600 $ | +108,4 % | 28.217 $ | -919 $ | -3,2 % | 29.136 $ | ||
| Aventura Private Wealth, LLC | 56.789 $ | +3.557 $ | +6,7 % | 53.232 $ | +630 $ | +1,2 % | 52.602 $ | +1.264 $ | +2,5 % | |||
| Networth Advisors, LLC | 21.786 $ | -34.524 $ | -61,3 % | 56.310 $ | +22.763 $ | +67,9 % | 33.547 $ | |||||
| Reyes Financial Architecture, Inc. | 55.028 $ | +171 $ | +0,3 % | 54.857 $ | +3.436 $ | +6,7 % | 51.421 $ | +4.633 $ | +9,9 % | 46.788 $ | +24.437 $ | +109,3 % |
| Strategic Investment Solutions, Inc. /IL | 53.865 $ | +3.624 $ | +7,2 % | 50.241 $ | +29.221 $ | +139,0 % | 21.020 $ | +892 $ | +4,4 % | |||
| Kimelman & Baird, LLC | 52.347 $ | +3.279 $ | +6,7 % | 49.068 $ | +580 $ | +1,2 % | 48.488 $ | +1.165 $ | +2,5 % | |||
| CONQUIS FINANCIAL LLC | 47.517 $ | +1.033 $ | +2,2 % | 46.484 $ | -4.150 $ | -8,2 % | 50.634 $ | +1.217 $ | +2,5 % | |||
| Breakwater Investment Management | 50.281 $ | +155 $ | +0,3 % | 50.126 $ | +3.140 $ | +6,7 % | 46.986 $ | +556 $ | +1,2 % | 46.430 $ | +1.116 $ | +2,5 % |
| VIMA LLC | 49.063 $ | |||||||||||
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 48.440 $ | |||||||||||
| HOEY INVESTMENTS, INC | 47.800 $ | +565 $ | +1,2 % | 47.235 $ | +1.135 $ | +2,5 % | ||||||
| Hoese & Co LLP | 47.761 $ | +148 $ | +0,3 % | 47.613 $ | ||||||||
| Marshall & Sterling Wealth Advisors Inc. | 15.549 $ | +974 $ | +6,7 % | 14.575 $ | -31.333 $ | -68,3 % | 45.908 $ | -84.637 $ | -64,8 % | |||
| Comprehensive Financial Planning, Inc./PA | 28.588 $ | +1.792 $ | +6,7 % | 26.796 $ | -18.470 $ | -40,8 % | 45.266 $ | +19.422 $ | +75,2 % | |||
| Cetera Trust Company, N.A | 45.199 $ | +2.831 $ | +6,7 % | 42.368 $ | +501 $ | +1,2 % | 41.867 $ | |||||
| Turning Point Benefit Group, Inc. | 45.177 $ | +788 $ | +1,8 % | |||||||||
| Crews Bank & Trust | 44.427 $ | +5.680 $ | +14,7 % | 38.747 $ | +1.979 $ | +5,4 % | 36.768 $ | -77.695 $ | -67,9 % | |||
| Westend Capital Management, LLC | 42.882 $ | -1.387 $ | -3,1 % | 44.269 $ | +523 $ | +1,2 % | 43.746 $ | +1.051 $ | +2,5 % | |||
| Integrity Financial Corp /WA | 41.143 $ | +2.577 $ | +6,7 % | 38.566 $ | +456 $ | +1,2 % | 38.110 $ | +4.583 $ | +13,7 % | |||
| SOFI WEALTH, LLC | 41.008 $ | +38.600 $ | +1.603,0 % | 2.408 $ | -1.135 $ | -32,0 % | 3.543 $ | |||||
| Creative Capital Management Investments LLC | 40.075 $ | +39.889 $ | +21.445,7 % | 186 $ | -3 $ | -1,6 % | 189 $ | +0 $ | +0,0 % | |||
| Spectrum Wealth Advisory Group, LLC | 39.799 $ | |||||||||||
| Quest 10 Wealth Builders, Inc. | 20.861 $ | +39 $ | +0,2 % | 20.822 $ | -18.093 $ | -46,5 % | 38.915 $ | +15.603 $ | +66,9 % | |||
| GODSEY & GIBB, INC | 29.549 $ | +25.202 $ | +579,8 % | 4.347 $ | -15.751 $ | -78,4 % | 20.098 $ | -18.191 $ | -47,5 % | 38.289 $ | +26.764 $ | +232,2 % |
| Lloyd Advisory Services, LLC. | 28.877 $ | -9.012 $ | -23,8 % | 37.889 $ | +12.035 $ | +46,5 % | 25.854 $ | |||||
| Main Street Group, LTD | 36.411 $ | +2.281 $ | +6,7 % | 34.130 $ | -116.393 $ | -77,3 % | ||||||
| Cornerstone Planning Group LLC | 34.826 $ | +2.268 $ | +7,0 % | 32.558 $ | +366 $ | +1,1 % | 32.192 $ | -3.520 $ | -9,9 % | |||
| MB, LEVIS & ASSOCIATES, LLC | 34.064 $ | +106 $ | +0,3 % | 33.958 $ | +2.635 $ | +8,4 % | 31.323 $ | +370 $ | +1,2 % | 30.953 $ | +1.314 $ | +4,4 % |
| Blume Capital Management, Inc. | 33.803 $ | +2.117 $ | +6,7 % | 31.686 $ | +375 $ | +1,2 % | 31.311 $ | +752 $ | +2,5 % | |||
| Graney & King, LLC | 33.033 $ | +19.130 $ | +137,6 % | 13.903 $ | +165 $ | +1,2 % | 13.738 $ | +582 $ | +4,4 % | |||
| Meriwether Wealth & Planning, LLC | 32.164 $ | |||||||||||
| Horizons Wealth Management | 32.067 $ | +3.007 $ | +10,3 % | 29.060 $ | +343 $ | +1,2 % | 28.717 $ | +690 $ | +2,5 % | |||
| DUNCKER STREETT & CO INC | 21.054 $ | -10.994 $ | -34,3 % | 32.048 $ | +15.230 $ | +90,6 % | 16.818 $ | +404 $ | +2,5 % | |||
| Battery Global Advisors, LLC | 25.497 $ | +1.597 $ | +6,7 % | 23.900 $ | -7.883 $ | -24,8 % | 31.783 $ | +8.733 $ | +37,9 % | |||
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 31.002 $ | |||||||||||
| Pacific Center for Financial Services | 30.421 $ | +94 $ | +0,3 % | 30.327 $ | +1.900 $ | +6,7 % | 28.427 $ | +1.011 $ | +3,7 % | 27.416 $ | +0 $ | +0,0 % |
| Anfield Capital Management, LLC | 29.965 $ | +354 $ | +1,2 % | 29.611 $ | +711 $ | +2,5 % | ||||||
| Burk Holdings LLC | 20.715 $ | -7.846 $ | -27,5 % | 28.561 $ | ||||||||
| 1620 INVESTMENT ADVISORS, INC. | 21.047 $ | +126 $ | +0,6 % | 20.921 $ | -7.357 $ | -26,0 % | 28.278 $ | -6.258 $ | -18,1 % | |||
| LifeSteps Financial, Inc. | 28.008 $ | |||||||||||
| Beacon Capital Management, Inc. | 27.464 $ | -57.052 $ | -67,5 % | |||||||||
| Security National Bank | 26.927 $ | |||||||||||
| Kopp Family Office, LLC | 26.158 $ | +81 $ | +0,3 % | 26.077 $ | -96.157 $ | -78,7 % | ||||||
| PROTECTIVE LIFE CORP | 25.710 $ | |||||||||||
| Ransom Advisory, Ltd | 25.586 $ | |||||||||||
| Hughes Financial Services, LLC | 18.833 $ | +1.180 $ | +6,7 % | 17.653 $ | -7.664 $ | -30,3 % | 25.317 $ | +192 $ | +0,8 % | |||
| AFFINITY WEALTH LLC | 25.138 $ | |||||||||||
| Quaker Wealth Management, LLC | 23.058 $ | +71 $ | +0,3 % | 22.987 $ | +1.440 $ | +6,7 % | 21.547 $ | -3.323 $ | -13,4 % | 24.870 $ | +8.630 $ | +53,1 % |
| Morling Financial Advisors, LLC | 24.048 $ | |||||||||||
| Evolution Advisers, Inc. | 24.000 $ | +9.000 $ | +60,0 % | 15.000 $ | ||||||||
| Kozak & Associates, Inc. | 23.784 $ | +421 $ | +1,8 % | 23.363 $ | +919 $ | +4,1 % | 22.444 $ | -2.548 $ | -10,2 % | |||
| Midwest Capital Advisors, LLC | 22.696 $ | +1.421 $ | +6,7 % | 21.275 $ | +252 $ | +1,2 % | 21.023 $ | +505 $ | +2,5 % | |||
| Strengthening Families & Communities, LLC | 22.643 $ | -1 $ | -0,0 % | 22.644 $ | +963 $ | +4,4 % | ||||||
| BankChampaign, National Association | 22.544 $ | |||||||||||
| Ameritas Investment Partners, Inc. | 22.248 $ | +1.724 $ | +8,4 % | 20.524 $ | +243 $ | +1,2 % | 20.281 $ | -1.271 $ | -5,9 % | |||
| Ares Financial Consulting, LLC | 22.200 $ | +69 $ | +0,3 % | 22.131 $ | +1.245 $ | +6,0 % | 20.886 $ | +557 $ | +2,7 % | 20.329 $ | ||
| Atlantic Private Wealth, LLC | 21.827 $ | +1.367 $ | +6,7 % | 20.460 $ | +242 $ | +1,2 % | 20.218 $ | +486 $ | +2,5 % | |||
| Delos Wealth Advisors, LLC | 20.572 $ | |||||||||||
| CHILTON CAPITAL MANAGEMENT LLC | 6.665 $ | -4.109 $ | -38,1 % | 10.774 $ | -9.534 $ | -46,9 % | 20.308 $ | -32.078 $ | -61,2 % | |||
| VALLEY NATIONAL ADVISERS INC | 19.993 $ | +1.993 $ | +11,1 % | 18.000 $ | +0 $ | +0,0 % | 18.000 $ | +0 $ | +0,0 % | |||
| Bullock Wealth Management Group | 19.958 $ | -27 $ | -0,1 % | 19.985 $ | +868 $ | +4,5 % | 19.117 $ | +509 $ | +2,7 % | 18.608 $ | +325 $ | +1,8 % |
| LOGAN CAPITAL MANAGEMENT INC | 19.606 $ | +1.882 $ | +10,6 % | |||||||||
| Innovative Asset Advisors Group, LLC | 19.464 $ | |||||||||||
| ARCADIA INVESTMENT ADVISORS LLC | 11.723 $ | -7.304 $ | -38,4 % | 19.027 $ | +1.192 $ | +6,7 % | 17.835 $ | +211 $ | +1,2 % | 17.624 $ | +423 $ | +2,5 % |
| Wealth Science Advisors LLC | 18.429 $ | |||||||||||
| Bank & Trust Co | 18.213 $ | +56 $ | +0,3 % | 18.157 $ | +1.137 $ | +6,7 % | 17.020 $ | +202 $ | +1,2 % | 16.818 $ | +404 $ | +2,5 % |
| Tower View Wealth Management LLC | 18.010 $ | +1.398 $ | +8,4 % | 16.612 $ | +196 $ | +1,2 % | 16.416 $ | +697 $ | +4,4 % | |||
| TopTier Wealth Management, LLC | 17.973 $ | |||||||||||
| Benson Wealth Management INC | 17.674 $ | +1.107 $ | +6,7 % | 16.567 $ | +196 $ | +1,2 % | 16.371 $ | |||||
| Garton & Associates Financial Advisors LLC | 17.534 $ | |||||||||||
| Beacon Financial Strategies CORP | 17.439 $ | |||||||||||
| Ashurst Perkins Coie Trust Co | 17.200 $ | +203 $ | +1,2 % | 16.997 $ | +409 $ | +2,5 % | ||||||
| True Wealth Design, LLC | 6.761 $ | +423 $ | +6,7 % | 6.338 $ | -10.392 $ | -62,1 % | 16.730 $ | +15.944 $ | +2.028,5 % | |||
| CNB Bank | 16.708 $ | +1.046 $ | +6,7 % | 15.662 $ | +185 $ | +1,2 % | 15.477 $ | +372 $ | +2,5 % | |||
| LRI Investments, LLC | 16.419 $ | +1.029 $ | +6,7 % | 15.390 $ | +182 $ | +1,2 % | 15.208 $ | +365 $ | +2,5 % | |||
| Oakmont Advisory Group, LLC | 16.332 $ | |||||||||||
| BURKETT FINANCIAL SERVICES, LLC | 13.563 $ | -2.279 $ | -14,4 % | 15.842 $ | ||||||||
| MANNING & NAPIER ADVISORS LLC | 14.930 $ | +1.338 $ | +9,8 % | 13.592 $ | -338 $ | -2,4 % | 13.930 $ | +460 $ | +3,4 % | |||
| Davis Capital Management | 14.920 $ | +47 $ | +0,3 % | 14.873 $ | +931 $ | +6,7 % | 13.942 $ | +165 $ | +1,2 % | 13.777 $ | +331 $ | +2,5 % |
| NorthAvenue LLC | 14.777 $ | +925 $ | +6,7 % | 13.852 $ | +164 $ | +1,2 % | 13.688 $ | |||||
| DiNuzzo Private Wealth, Inc. | 14.629 $ | |||||||||||
| Paladin Partners, LLC | 14.532 $ | +45 $ | +0,3 % | 14.487 $ | +907 $ | +6,7 % | 13.580 $ | +161 $ | +1,2 % | 13.419 $ | ||
| EQ WEALTH ADVISORS, LLC | 14.045 $ | |||||||||||
| CAPITAL & PLANNING, LLC | 14.032 $ | |||||||||||
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 14.004 $ | +877 $ | +6,7 % | 13.127 $ | +155 $ | +1,2 % | 12.972 $ | +312 $ | +2,5 % | |||
| NFSG Corp | 13.660 $ | +10.956 $ | +405,2 % | 2.704 $ | ||||||||
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 8.148 $ | -5.271 $ | -39,3 % | 13.419 $ | ||||||||
| SOUTHERN MICHIGAN BANK & TRUST | 13.079 $ | +41 $ | +0,3 % | 13.038 $ | +816 $ | +6,7 % | 12.222 $ | |||||
| Valued Wealth Advisors LLC | 12.459 $ | +8.928 $ | +252,8 % | 3.531 $ | +42 $ | +1,2 % | 3.489 $ | +83 $ | +2,4 % | |||
| Sellwood Investment Partners LLC | 12.459 $ | +781 $ | +6,7 % | 11.678 $ | +138 $ | +1,2 % | 11.540 $ | +277 $ | +2,5 % | |||
| Mowery & Schoenfeld Wealth Management, LLC | 12.167 $ | |||||||||||
| XP Advisory US, Inc. | 11.686 $ | |||||||||||
| Anchor Bay Capital, Inc. | 11.561 $ | |||||||||||
| Seneschal Advisors, LLC | 11.407 $ | +135 $ | +1,2 % | 11.272 $ | +270 $ | +2,5 % | ||||||
| Wealth Watch Advisors, INC | 11.021 $ | -48.262 $ | -81,4 % | |||||||||
| Philadelphia Investment Partners, LLC | 11.010 $ | +690 $ | +6,7 % | 10.320 $ | ||||||||
| RED REEF ADVISORS LLC | 10.920 $ | +847 $ | +8,4 % | 10.073 $ | +119 $ | +1,2 % | 9.954 $ | |||||
| Palouse Capital Management, Inc. | 10.914 $ | |||||||||||
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 10.720 $ | +1.305 $ | +13,9 % | 9.415 $ | +3.332 $ | +54,8 % | 6.083 $ | +146 $ | +2,5 % | |||
| Bruce G. Allen Investments, LLC | 10.624 $ | +666 $ | +6,7 % | 9.958 $ | ||||||||
| Hilltop National Bank | 10.463 $ | +32 $ | +0,3 % | 10.431 $ | +654 $ | +6,7 % | 9.777 $ | +115 $ | +1,2 % | 9.662 $ | +233 $ | +2,5 % |
| ADIRONDACK TRUST CO | 10.172 $ | +32 $ | +0,3 % | 10.140 $ | +635 $ | +6,7 % | 9.505 $ | |||||
| BIRCHBROOK, INC. | 9.979 $ | -162 $ | -1,6 % | 10.141 $ | +1.088 $ | +12,0 % | 9.053 $ | |||||
| Miller Global Investments, LLC | 9.930 $ | |||||||||||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 9.658 $ | +115 $ | +1,2 % | 9.543 $ | +597 $ | +6,7 % | 8.946 $ | +215 $ | +2,5 % | |||
| Truvestments Capital LLC | 8.946 $ | |||||||||||
| Murphy & Mullick Capital Management Corp | 8.946 $ | +116 $ | +1,3 % | |||||||||
| Prudent Man Investment Management, Inc. | 8.857 $ | +0 $ | +0,0 % | 8.857 $ | +0 $ | +0,0 % | 8.857 $ | +1.899 $ | +27,3 % | |||
| Jackson, Grant Investment Advisers, Inc. | 8.589 $ | +666 $ | +8,4 % | 7.923 $ | +94 $ | +1,2 % | 7.829 $ | -366 $ | -4,5 % | |||
| MJT & Associates Financial Advisory Group, Inc. | 8.526 $ | +26 $ | +0,3 % | 8.500 $ | +533 $ | +6,7 % | 7.967 $ | +94 $ | +1,2 % | 7.873 $ | +189 $ | +2,5 % |
| Cypress Capital Management LLC (WY) | 8.113 $ | +508 $ | +6,7 % | 7.605 $ | +90 $ | +1,2 % | 7.515 $ | +181 $ | +2,5 % | |||
| ALERUS FINANCIAL NA | 6.181 $ | +387 $ | +6,7 % | 5.794 $ | -1.810 $ | -23,8 % | 7.604 $ | -61.895 $ | -89,1 % | |||
| Elevated Capital Advisors, LLC | 6.954 $ | +436 $ | +6,7 % | 6.518 $ | +77 $ | +1,2 % | 6.441 $ | |||||
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 6.699 $ | +79 $ | +1,2 % | 6.620 $ | ||||||||
| ROSS\JOHNSON & Associates LLC | 6.602 $ | +78 $ | +1,2 % | 6.524 $ | +277 $ | +4,4 % | ||||||
| Wagner Wealth Management, LLC | 6.471 $ | |||||||||||
| Cheviot Value Management, LLC | 6.374 $ | +399 $ | +6,7 % | 5.975 $ | -253 $ | -4,1 % | 6.228 $ | +341 $ | +5,8 % | |||
| Lummis Asset Management, LP | 6.374 $ | +399 $ | +6,7 % | 5.975 $ | +71 $ | +1,2 % | 5.904 $ | |||||
| PEOPLES FINANCIAL SERVICES CORP. | 6.246 $ | |||||||||||
| Ravenstone Capital Management Inc. | 6.181 $ | |||||||||||
| Estate Planners Group, LLC | 6.054 $ | |||||||||||
| PITTENGER & ANDERSON INC | 5.613 $ | +3.913 $ | +230,2 % | 1.700 $ | +41 $ | +2,5 % | ||||||
| Kilter Group LLC | 5.432 $ | +64 $ | +1,2 % | 5.368 $ | +129 $ | +2,5 % | ||||||
| EXCHANGE TRADED CONCEPTS, LLC | 5.234 $ | -4.161 $ | -44,3 % | |||||||||
| Team Financial Group, LLC | 5.160 $ | +61 $ | +1,2 % | 5.099 $ | ||||||||
| VSM Wealth Advisory, LLC | 4.926 $ | +309 $ | +6,7 % | 4.617 $ | ||||||||
| GPS Wealth Strategies Group, LLC | 4.831 $ | -146.771 $ | -96,8 % | |||||||||
| Milestone Investment Advisors LLC | 4.829 $ | |||||||||||
| Fairscale Capital, LLC | 4.636 $ | +291 $ | +6,7 % | 4.345 $ | +51 $ | +1,2 % | 4.294 $ | |||||
| Gleason Group, Inc. | 4.456 $ | |||||||||||
| Go Invest LLC | 4.437 $ | +155 $ | +3,6 % | 4.282 $ | +679 $ | +18,8 % | 3.603 $ | +353 $ | +10,9 % | 3.250 $ | ||
| 1 NORTH WEALTH SERVICES LLC | 3.863 $ | +242 $ | +6,7 % | 3.621 $ | +43 $ | +1,2 % | 3.578 $ | |||||
| Sawyer & Company, Inc | 3.862 $ | +241 $ | +6,7 % | 3.621 $ | +43 $ | +1,2 % | 3.578 $ | +578 $ | +19,3 % | |||
| Mountain Hill Investment Partners Corp. | 3.713 $ | +288 $ | +8,4 % | 3.425 $ | +41 $ | +1,2 % | 3.384 $ | +144 $ | +4,4 % | |||
| Dogwood Wealth Management LLC | 3.091 $ | |||||||||||
| Spurstone Advisory Services, LLC | 2.882 $ | +800 $ | +38,4 % | 2.082 $ | -960 $ | -31,6 % | 3.042 $ | +74 $ | +2,5 % | |||
| BLUELINE ADVISORS LLC | 2.765 $ | +9 $ | +0,3 % | 2.756 $ | +173 $ | +6,7 % | 2.583 $ | +30 $ | +1,2 % | 2.553 $ | ||
| Ankerstar Wealth, LLC | 2.684 $ | |||||||||||
| ARVEST INVESTMENTS, INC. | 2.607 $ | |||||||||||
| Peachtree Investment Partners, LLC | 2.415 $ | |||||||||||
| Portus Wealth Advisors, LLC | 2.263 $ | |||||||||||
| Navigoe, LLC | 2.000 $ | +0 $ | +0,0 % | 2.000 $ | +0 $ | +0,0 % | 2.000 $ | +0 $ | +0,0 % | |||
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 2.000 $ | +0 $ | +0,0 % | 2.000 $ | +0 $ | +0,0 % | ||||||
| IAG Wealth Partners, LLC | 1.932 $ | |||||||||||
| Hillsdale Investment Management Inc. | 1.901 $ | |||||||||||
| Advocate Investing Services LLC | 1.789 $ | |||||||||||
| Game Plan Financial Advisors, LLC | 1.738 $ | +108 $ | +6,6 % | 1.630 $ | ||||||||
| Parvin Asset Management, LLC | 1.545 $ | +97 $ | +6,7 % | 1.448 $ | +17 $ | +1,2 % | 1.431 $ | |||||
| RAELIPSKIE PARTNERSHIP | 1.449 $ | +91 $ | +6,7 % | 1.358 $ | +16 $ | +1,2 % | 1.342 $ | +32 $ | +2,4 % | |||
| Costello Asset Management, INC | 1.256 $ | +79 $ | +6,7 % | 1.177 $ | ||||||||
| Evensky & Katz LLC | 1.174 $ | +85 $ | +7,8 % | 1.089 $ | -50 $ | -4,4 % | 1.139 $ | +201 $ | +21,4 % | |||
| Mosley Wealth Management | 1.159 $ | +0 $ | +0,0 % | 1.159 $ | ||||||||
| Clark Wealth Partners | 776 $ | +3 $ | +0,4 % | 773 $ | +48 $ | +6,6 % | 725 $ | |||||
| Atomic Invest LLC | 49 $ | -585 $ | -92,3 % | 634 $ | +237 $ | +59,7 % | 397 $ | |||||
| PROSPERITY BANCSHARES INC | 386 $ | |||||||||||
| Safe Harbor Fiduciary, LLC | 358 $ | |||||||||||
| Lodestone Wealth Management LLC | 219 $ | +0 $ | +0,0 % | 219 $ | +17 $ | +8,4 % | 202 $ | +3 $ | +1,5 % | 199 $ | ||
| FIRST CITIZENS INVESTOR SERVICES, INC. | 0 $ | -20.200.958 $ | -100,0 % | |||||||||
| Goodman Advisory Group, LLC | 0 $ | -4.540 $ | -100,0 % | |||||||||
| Total | 10.782.264.219 $ | +390.529.813 $ | +22,2 % | 158.721.921.958 $ | +13.428.747.828 $ | +115,6 % | 145.054.414.929 $ | +5.836.120.182 $ | +38,2 % | 135.188.876.052 $ | +4.953.993.663 $ | +74,2 % |
Not investment advice, no individual recommendation.
The figures shown here are an aggregated evaluation of publicly available
regulatory filings and public registers and do not constitute an assessment or
recommendation regarding individual securities, funds, or issuers.
Conflicts of interest: The operator may receive affiliate compensation via linked providers (e.g. brokers) and may hold positions in the securities discussed. Methodology: Calculation basis.
Conflicts of interest: The operator may receive affiliate compensation via linked providers (e.g. brokers) and may hold positions in the securities discussed. Methodology: Calculation basis.
Not investment advice, no individual recommendation.
Aggregated evaluation of public regulatory filings, no assessment of individual
securities. The operator may receive affiliate compensation via linked providers
and may hold positions.
Legal notices.