| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 4.270.907.156 $ | -107.424.817 $ | +39,2 % | 44.761.773.883 $ | +2.830.659.294 $ | +2.721,3 % | 42.029.459.285 $ | +4.706.875.666 $ | +84,6 % | 37.703.161.822 $ | -1.827.652.892 $ | +316,0 % |
| BANK OF AMERICA CORP /DE/ | 5.664.569.920 $ | +263.427.109 $ | +4,9 % | 5.401.142.811 $ | +1.679.740.093 $ | +45,1 % | 3.721.402.718 $ | +256.671.678 $ | +7,4 % | |||
| JPMORGAN CHASE & CO | 4.721.713.787 $ | -434.194.575 $ | -8,4 % | 5.155.908.362 $ | +469.092.285 $ | +10,0 % | 4.686.816.077 $ | -4.052.885.549 $ | -46,4 % | |||
| MORGAN STANLEY | 2.562.162.311 $ | +142.229.858 $ | +5,9 % | 2.419.932.453 $ | +85.728.732 $ | +3,7 % | 2.334.203.721 $ | +261.003.412 $ | +12,6 % | |||
| Empower Advisory Group, LLC | 2.441.341.930 $ | +175.623.421 $ | +7,8 % | 2.265.718.509 $ | +149.558.513 $ | +7,1 % | 2.116.159.996 $ | +128.322.530 $ | +6,5 % | |||
| Employees Retirement System of Texas | 1.379.306.000 $ | -13.330.000 $ | -1,0 % | 1.392.636.000 $ | +61.531.000 $ | +4,6 % | 1.331.105.000 $ | -102.111.000 $ | -7,1 % | |||
| Creative Planning | 1.251.646.389 $ | +98.209.962 $ | +8,5 % | 1.153.436.427 $ | +73.995.364 $ | +6,9 % | 1.079.441.063 $ | +83.053.260 $ | +8,3 % | |||
| SCS Capital Management LLC | 1.240.477.898 $ | +37.539.549 $ | +3,1 % | 1.202.938.349 $ | +150.693.878 $ | +14,3 % | 1.052.244.471 $ | +109.687.368 $ | +11,6 % | |||
| UBS Group AG | 1.134.917.174 $ | +256.630.471 $ | +29,2 % | 878.286.703 $ | +369.989.011 $ | +72,8 % | 508.297.692 $ | +49.028.005 $ | +10,7 % | |||
| AMERIPRISE FINANCIAL INC | 1.058.821.684 $ | +78.453.808 $ | +8,0 % | 980.367.876 $ | -121.821.425 $ | -11,1 % | 1.102.189.301 $ | -108.322.953 $ | -8,9 % | |||
| NEPC LLC | 988.846.605 $ | +39.086.749 $ | +4,1 % | 949.759.856 $ | +28.883.494 $ | +3,1 % | 920.876.362 $ | +140.891.106 $ | +18,1 % | |||
| Focus Partners Wealth | 946.464.128 $ | +72.617.616 $ | +8,3 % | 873.846.512 $ | +65.293.200 $ | +8,1 % | 808.553.312 $ | +194.991.612 $ | +31,8 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 674.399.482 $ | +105.308.954 $ | +18,5 % | 569.090.528 $ | +110.639.653 $ | +24,1 % | 458.450.875 $ | +37.116.024 $ | +8,8 % | |||
| Nicht ausgewiesen | 589.747.452 $ | +589.185.570 $ | +104.859,3 % | 561.882 $ | ||||||||
| Corient Private Wealth LP | 212.455.034 $ | -123.577.941 $ | -36,8 % | 336.032.975 $ | -237.201.046 $ | -41,4 % | 573.234.021 $ | +321.309.842 $ | +127,5 % | |||
| Focus Advisor Solutions, LLC | 566.839.304 $ | +93.963.907 $ | +19,9 % | 472.875.397 $ | +363.230.121 $ | +331,3 % | 109.645.276 $ | -276.702.682 $ | -71,6 % | |||
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 528.964.145 $ | +11.290.715 $ | +2,2 % | 517.673.430 $ | +39.052.583 $ | +8,2 % | 478.620.847 $ | +16.757.221 $ | +3,6 % | |||
| FMR LLC | 470.402.071 $ | +4.792.092 $ | +1,0 % | 465.609.979 $ | -55.458.004 $ | -10,6 % | 521.067.983 $ | -32.401.725 $ | -5,9 % | |||
| VOYA INVESTMENT MANAGEMENT LLC | 519.663.555 $ | +48.294.418 $ | +10,2 % | 471.369.137 $ | -2.159.930 $ | -0,5 % | 473.529.067 $ | +7.191.948 $ | +1,5 % | |||
| Blue Trust, Inc. | 381.102.327 $ | -11.082.126 $ | -2,8 % | 392.184.453 $ | -45.058.156 $ | -10,3 % | 437.242.609 $ | +55.059.388 $ | +14,4 % | 382.183.221 $ | -47.139.681 $ | -11,0 % |
| WELLS FARGO & COMPANY/MN | 415.548.836 $ | +32.294.425 $ | +8,4 % | 383.254.411 $ | +60.855.190 $ | +18,9 % | 322.399.221 $ | +48.621.444 $ | +17,8 % | |||
| Cerity Partners LLC | 406.788.874 $ | +31.085.823 $ | +8,3 % | 375.703.051 $ | +67.996.012 $ | +22,1 % | 307.707.039 $ | +28.294.059 $ | +10,1 % | |||
| Savant Capital, LLC | 406.104.526 $ | +46.060.155 $ | +12,8 % | 360.044.371 $ | +314.446.356 $ | +689,6 % | 45.598.015 $ | -9.638.680 $ | -17,4 % | |||
| MASECO LLP | 393.381.525 $ | +6.870.415 $ | +1,8 % | 386.511.110 $ | +18.924.654 $ | +5,1 % | 367.586.456 $ | +15.521.399 $ | +4,4 % | |||
| MANNING & NAPIER ADVISORS LLC | 370.136.769 $ | +292.865.034 $ | +379,0 % | 77.271.735 $ | +27.844.836 $ | +56,3 % | 49.426.899 $ | +27.428.696 $ | +124,7 % | |||
| RAYMOND JAMES FINANCIAL INC | 357.395.290 $ | +27.489.054 $ | +8,3 % | 329.906.236 $ | +14.745.867 $ | +4,7 % | 315.160.369 $ | +14.130.328 $ | +4,7 % | |||
| LPL Financial LLC | 347.730.728 $ | +26.709.529 $ | +8,3 % | 321.021.199 $ | +19.302.074 $ | +6,4 % | 301.719.125 $ | +49.993.975 $ | +19,9 % | |||
| Heritage Financial Services, LLC | 311.801.401 $ | +47.102.200 $ | +17,8 % | |||||||||
| STATE STREET CORP | 294.772.500 $ | -1.881.000 $ | -0,6 % | 296.653.500 $ | -495.000 $ | -0,2 % | ||||||
| WIT, LLC | 289.140.957 $ | +284.226.057 $ | +5.782,9 % | 4.914.900 $ | -31.363 $ | -0,6 % | 4.946.263 $ | -8.253 $ | -0,2 % | |||
| CITIGROUP INC | 255.857.240 $ | -15.720.725 $ | -5,8 % | 271.577.965 $ | -16.613.424 $ | -5,8 % | 288.191.389 $ | +154.071.233 $ | +114,9 % | |||
| Cassaday & Co Wealth Management LLC | 220.820.236 $ | -48.659.073 $ | -18,1 % | 269.479.309 $ | +6.083.176 $ | +2,3 % | 263.396.133 $ | +4.426.564 $ | +1,7 % | |||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 254.104.202 $ | +6.565.176 $ | +2,7 % | 247.539.026 $ | +13.200.063 $ | +5,6 % | 234.338.963 $ | +82.027.047 $ | +53,9 % | 152.311.916 $ | +11.308.215 $ | +8,0 % |
| HighTower Advisors, LLC | 249.434.769 $ | -1.036.774 $ | -0,4 % | 250.471.543 $ | +15.086.736 $ | +6,4 % | 235.384.807 $ | +27.324.020 $ | +13,1 % | |||
| Strategic Financial Services, Inc. | 239.228.379 $ | +5.387.661 $ | +2,3 % | 233.840.718 $ | +3.264.873 $ | +1,4 % | 230.575.845 $ | +22.647.933 $ | +10,9 % | |||
| Fisher Asset Management, LLC | 207.793.084 $ | -3.991.084 $ | -1,9 % | 211.784.168 $ | -10.959.253 $ | -4,9 % | 222.743.421 $ | -17.398.328 $ | -7,2 % | |||
| Valmark Advisers, Inc. | 211.163.315 $ | +23.719.389 $ | +12,7 % | 187.443.926 $ | +676.717 $ | +0,4 % | 186.767.209 $ | +5.227.135 $ | +2,9 % | |||
| Cambridge Investment Research Advisors, Inc. | 199.834.000 $ | +128.955.000 $ | +181,9 % | 70.879.000 $ | +2.913.000 $ | +4,3 % | 67.966.000 $ | +21.849.000 $ | +47,4 % | |||
| STIFEL FINANCIAL CORP | 185.939.463 $ | +32.431.064 $ | +21,1 % | 153.508.399 $ | +1.655.788 $ | +1,1 % | 151.852.611 $ | +10.360.443 $ | +7,3 % | |||
| Apella Capital, LLC | 184.240.032 $ | +57.946.874 $ | +45,9 % | 126.293.158 $ | +14.244.129 $ | +12,7 % | 112.049.029 $ | +18.187.453 $ | +19,4 % | 93.861.576 $ | +11.519.674 $ | +14,0 % |
| Kestra Investment Management, LLC | 112.634.347 $ | -65.813.445 $ | -36,9 % | 178.447.792 $ | +141.065.196 $ | +377,4 % | 37.382.596 $ | +15.566.215 $ | +71,4 % | |||
| Jordan Park Group LLC | 172.467.881 $ | +7.556.263 $ | +4,6 % | 164.911.618 $ | -125.732 $ | -0,1 % | 165.037.350 $ | +6.206.854 $ | +3,9 % | |||
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 171.867.571 $ | +19.285.881 $ | +12,6 % | 152.581.690 $ | -11.812.304 $ | -7,2 % | 164.393.994 $ | +633.780 $ | +0,4 % | |||
| Mirae Asset Global Investments Co., Ltd. | 136.620.623 $ | -25.033.743 $ | -15,5 % | 161.654.366 $ | -9.973.602 $ | -5,8 % | 171.627.968 $ | -16.171.249 $ | -8,6 % | |||
| Nan Shan Life Insurance Co., Ltd. | 170.943.300 $ | -3.247.310 $ | -1,9 % | |||||||||
| Foster Group, Inc. | 166.873.542 $ | +1.492.071 $ | +0,9 % | 165.381.471 $ | +7.240.591 $ | +4,6 % | 158.140.880 $ | +10.076.155 $ | +6,8 % | 148.064.725 $ | +7.679.460 $ | +5,5 % |
| Acropolis Investment Management, LLC | 150.373.935 $ | -12.207.354 $ | -7,5 % | 162.581.289 $ | +33.844.482 $ | +26,3 % | 128.736.807 $ | +38.386.069 $ | +42,5 % | 90.350.738 $ | +85.972.187 $ | +1.963,5 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 143.616.185 $ | -10.306.803 $ | -6,7 % | 153.922.988 $ | +2.827.645 $ | +1,9 % | 151.095.343 $ | +77.793.974 $ | +106,1 % | 73.301.369 $ | +5.511.132 $ | +8,1 % |
| Cetera Investment Advisers | 152.927.623 $ | +16.781.118 $ | +12,3 % | 136.146.505 $ | +5.197.172 $ | +4,0 % | 130.949.333 $ | +6.204.895 $ | +5,0 % | |||
| ROYAL BANK OF CANADA | 142.849.000 $ | -2.953.000 $ | -2,0 % | 145.802.000 $ | +24.210.000 $ | +19,9 % | 121.592.000 $ | +44.638.000 $ | +58,0 % | |||
| Bangor Savings Bank | 131.598.782 $ | -3.841.936 $ | -2,8 % | 135.440.718 $ | +8.853.947 $ | +7,0 % | 126.586.771 $ | +3.681.706 $ | +3,0 % | 122.905.065 $ | +9.773.334 $ | +8,6 % |
| TRUIST FINANCIAL CORP | 119.014.219 $ | +261.189 $ | +0,2 % | 118.753.030 $ | -8.483.153 $ | -6,7 % | 127.236.183 $ | +2.230.900 $ | +1,8 % | |||
| MAI Capital Management | 121.168.176 $ | +55.388.464 $ | +84,2 % | 65.779.712 $ | +1.906.740 $ | +3,0 % | 63.872.972 $ | +5.657.606 $ | +9,7 % | |||
| OLD NATIONAL BANCORP /IN/ | 68.170.436 $ | +2.851.819 $ | +4,4 % | 65.318.617 $ | +9.314.202 $ | +16,6 % | 56.004.415 $ | -65.011.920 $ | -53,7 % | 121.016.335 $ | +835.365 $ | +0,7 % |
| Summit Trail Advisors, LLC | 118.479.005 $ | +70.574.545 $ | +147,3 % | 47.904.460 $ | -2.669.981 $ | -5,3 % | 50.574.441 $ | -15.833.630 $ | -23,8 % | |||
| FIRST INTERSTATE BANK | 113.692.915 $ | +6.513.574 $ | +6,1 % | 107.179.341 $ | +3.502.598 $ | +3,4 % | 103.676.743 $ | +2.950.785 $ | +2,9 % | |||
| Valeo Financial Advisors, LLC | 76.874.381 $ | -16.405.158 $ | -17,6 % | 93.279.539 $ | -16.056.687 $ | -14,7 % | 109.336.226 $ | +5.847.880 $ | +5,7 % | 103.488.346 $ | +5.464.853 $ | +5,6 % |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 81.215.490 $ | -27.029.847 $ | -25,0 % | 108.245.337 $ | +40.399.909 $ | +59,5 % | 67.845.428 $ | |||||
| Waverly Advisors, LLC | 104.212.168 $ | +13.878.551 $ | +15,4 % | 90.333.617 $ | -4.765.665 $ | -5,0 % | 95.099.282 $ | +2.016.841 $ | +2,2 % | |||
| GOLDMAN SACHS GROUP INC | 98.631.047 $ | -4.018.284 $ | -3,9 % | 102.649.331 $ | +3.386.472 $ | +3,4 % | 99.262.859 $ | +21.115.545 $ | +27,0 % | |||
| Modern Wealth Management, LLC | 102.018.245 $ | +62.299.292 $ | +156,9 % | 39.718.953 $ | -9.140.368 $ | -18,7 % | 48.859.321 $ | +4.073.017 $ | +9,1 % | |||
| Perigon Wealth Management, LLC | 96.790.448 $ | -4.479.731 $ | -4,4 % | 101.270.179 $ | ||||||||
| Treasurer of the State of North Carolina | 100.601.000 $ | |||||||||||
| FIFTH THIRD BANCORP | 23.906.356 $ | -74.001.484 $ | -75,6 % | 97.907.840 $ | +97.251.744 $ | +14.822,8 % | 656.096 $ | -30.444 $ | -4,4 % | |||
| COLDSTREAM CAPITAL MANAGEMENT INC | 56.363.202 $ | -38.415.591 $ | -40,5 % | 94.778.793 $ | -773.431 $ | -0,8 % | 95.552.224 $ | +1.121.556 $ | +1,2 % | |||
| Atria Investments, Inc | 93.467.539 $ | -1.937.721 $ | -2,0 % | 95.405.260 $ | +4.879.234 $ | +5,4 % | 90.526.026 $ | +71.963.322 $ | +387,7 % | 18.562.704 $ | +4.341.067 $ | +30,5 % |
| Beacon Pointe Advisors, LLC | 95.399.105 $ | +9.364.759 $ | +10,9 % | 86.034.346 $ | +24.324.800 $ | +39,4 % | 61.709.546 $ | +3.467.689 $ | +6,0 % | |||
| BURNEY CO/ | 92.755.152 $ | +2.930.088 $ | +3,3 % | 89.825.064 $ | +8.097.112 $ | +9,9 % | 81.727.952 $ | +2.710.942 $ | +3,4 % | 79.017.010 $ | +3.061.760 $ | +4,0 % |
| VANGUARD ADVISERS INC | 92.583.170 $ | +10.279.412 $ | +12,5 % | 82.303.758 $ | ||||||||
| Annex Advisory Services, LLC | 3.144.101 $ | -86.543.707 $ | -96,5 % | 89.687.808 $ | +89.049.256 $ | +13.945,5 % | 638.552 $ | -77.587 $ | -10,8 % | 716.139 $ | -302.760 $ | -29,7 % |
| BANK OF MONTREAL /CAN/ | 21.190.728 $ | -10.023.392 $ | -32,1 % | 31.214.120 $ | -58.162.290 $ | -65,1 % | 89.376.410 $ | +3.051.608 $ | +3,5 % | |||
| Penserra Capital Management LLC | 87.906.000 $ | +11.844.000 $ | +15,6 % | 76.062.000 $ | ||||||||
| Badgley Phelps Wealth Managers, LLC | 87.862.329 $ | +716.476 $ | +0,8 % | 87.145.853 $ | -180.703 $ | -0,2 % | 87.326.556 $ | -3.241.474 $ | -3,6 % | |||
| Flower City Capital | 86.508.711 $ | +3.839.780 $ | +4,6 % | 82.668.931 $ | +11.618.161 $ | +16,4 % | 71.050.770 $ | -2.503.805 $ | -3,4 % | 73.554.575 $ | +4.236.768 $ | +6,1 % |
| JONES FINANCIAL COMPANIES LLLP | 85.584.035 $ | +19.601.235 $ | +29,7 % | 65.982.800 $ | +11.443.562 $ | +21,0 % | 54.539.238 $ | +10.057.849 $ | +22,6 % | |||
| ASSETMARK, INC | 70.795.759 $ | -6.179.607 $ | -8,0 % | 76.975.366 $ | -8.601.479 $ | -10,1 % | 85.576.845 $ | +1.215.705 $ | +1,4 % | 84.361.140 $ | -1.297.937 $ | -1,5 % |
| Tanglewood Wealth Management, Inc. | 60.526.751 $ | -15.741.316 $ | -20,6 % | 76.268.067 $ | -7.942.153 $ | -9,4 % | 84.210.220 $ | +1.984.067 $ | +2,4 % | |||
| COMERICA BANK | 80.995.111 $ | +5.982.487 $ | +8,0 % | |||||||||
| Sand Hill Global Advisors, LLC | 80.264.727 $ | +4.565.819 $ | +6,0 % | 75.698.908 $ | +3.406.006 $ | +4,7 % | 72.292.902 $ | +4.528.514 $ | +6,7 % | |||
| Klaas Financial Asset Advisors, LLC | 77.400.852 $ | -1.885.882 $ | -2,4 % | 79.286.734 $ | +6.103.042 $ | +8,3 % | 73.183.692 $ | +72.944.571 $ | +30.505,3 % | 239.121 $ | ||
| Miller Investment Management, LP | 76.703.844 $ | -2.268.746 $ | -2,9 % | 78.972.590 $ | +7.598.956 $ | +10,6 % | 71.373.634 $ | +70.033.884 $ | +5.227,4 % | |||
| Hilltop Partners LLC | 46.786.412 $ | -27.259.801 $ | -36,8 % | 74.046.213 $ | -2.751.327 $ | -3,6 % | 76.797.540 $ | +10.598.343 $ | +16,0 % | |||
| Retirement Systems of Alabama | 75.233.119 $ | -727.075 $ | -1,0 % | 75.960.194 $ | -100.565 $ | -0,1 % | 76.060.759 $ | +25.232.458 $ | +49,6 % | |||
| Hanson & Doremus Investment Management | 75.158.000 $ | -850.000 $ | -1,1 % | 76.008.000 $ | +5.514.000 $ | +7,8 % | 70.494.000 $ | +3.521.000 $ | +5,3 % | 66.973.000 $ | +5.222.000 $ | +8,5 % |
| Cliffwater LLC | 70.807.082 $ | +24.832.695 $ | +54,0 % | 45.974.387 $ | -293.371 $ | -0,6 % | 46.267.758 $ | -77.203 $ | -0,2 % | |||
| Vident Advisory, LLC | 70.737.319 $ | +13.539.448 $ | +23,7 % | 57.197.871 $ | +12.896.569 $ | +29,1 % | 44.301.302 $ | +12.154.790 $ | +37,8 % | |||
| Cardinal Point Capital Management ULC | 70.225.443 $ | +246.185 $ | +0,4 % | 69.979.258 $ | +2.065.961 $ | +3,0 % | 67.913.297 $ | +2.706.985 $ | +4,2 % | 65.206.312 $ | +5.496.528 $ | +9,2 % |
| VANGUARD GROUP INC | 69.939.515 $ | +4.050.299 $ | +6,1 % | |||||||||
| NORTHWEST WEALTH MANAGEMENT, LLC | 69.596.734 $ | +7.707.588 $ | +12,5 % | 61.889.146 $ | +5.851.022 $ | +10,4 % | 56.038.124 $ | +7.045.754 $ | +14,4 % | |||
| Opus Capital Group, LLC | 74.673 $ | -69.196.327 $ | -99,9 % | 69.271.000 $ | +1.693.000 $ | +2,5 % | 67.578.000 $ | +2.243.000 $ | +3,4 % | |||
| PROFFITT & GOODSON INC | 31.237.224 $ | +5.679.316 $ | +22,2 % | 25.557.908 $ | -39.796.417 $ | -60,9 % | 65.354.325 $ | +4.304.175 $ | +7,1 % | |||
| LIBRA WEALTH LLC | 64.417.307 $ | -261.318 $ | -0,4 % | 64.678.625 $ | +1.470.034 $ | +2,3 % | 63.208.591 $ | +4.405.784 $ | +7,5 % | |||
| Hirtle & Co., LLC | 64.086.727 $ | +12.460.443 $ | +24,1 % | 51.626.284 $ | +21.257.662 $ | +70,0 % | 30.368.622 $ | -2.976.271 $ | -8,9 % | |||
| Hamilton Capital Partners Inc. | 61.029.853 $ | +2.122.114 $ | +3,6 % | 58.907.739 $ | -4.432.013 $ | -7,0 % | 63.339.752 $ | +725.293 $ | +1,2 % | |||
| Rainwater Charitable Foundation | 63.311.878 $ | +4.208.359 $ | +7,1 % | 59.103.519 $ | +10.033.969 $ | +20,4 % | 49.069.550 $ | -394.472 $ | -0,8 % | 49.464.022 $ | +1.038.976 $ | +2,1 % |
| RiverFront Investment Group, LLC | 63.153.727 $ | -9.597 $ | -0,0 % | 63.163.324 $ | +541.100 $ | +0,9 % | 62.622.224 $ | +371.620 $ | +0,6 % | |||
| Colter Lewis Investment Partners LLC | 62.858.425 $ | |||||||||||
| Prime Capital Investment Advisors, LLC | 2.777.980 $ | -32.648 $ | -1,2 % | 2.810.628 $ | -56.609.925 $ | -95,3 % | 59.420.553 $ | -954.361 $ | -1,6 % | 60.374.914 $ | -1.311.936 $ | -2,1 % |
| OSAIC HOLDINGS, INC. | 59.404.182 $ | +12.116.232 $ | +25,6 % | 47.287.950 $ | +405.905 $ | +0,9 % | 46.882.045 $ | -1.437.366 $ | -3,0 % | |||
| Apollon Wealth Management, LLC | 58.839.267 $ | +4.188.536 $ | +7,7 % | 54.650.731 $ | +45.000.413 $ | +466,3 % | 9.650.318 $ | +733.925 $ | +8,2 % | |||
| JOHNSON INVESTMENT COUNSEL INC | 58.698.898 $ | +899.727 $ | +1,6 % | 57.799.171 $ | +57.514.817 $ | +20.226,5 % | 284.354 $ | -291.860 $ | -50,7 % | |||
| CAPE COD FIVE CENTS SAVINGS BANK | 58.551.509 $ | +31.643.161 $ | +117,6 % | 26.908.348 $ | +0 $ | +0,0 % | ||||||
| BRANDYWINE OAK PRIVATE WEALTH LLC | 57.467.212 $ | +3.297.338 $ | +6,1 % | 54.169.874 $ | -215.157 $ | -0,4 % | 54.385.031 $ | +692.515 $ | +1,3 % | |||
| ELEMENT POINTE ADVISORS, LLC | 55.870.556 $ | |||||||||||
| Nova R Wealth, Inc. | 54.887.629 $ | +6.447.819 $ | +13,3 % | 48.439.810 $ | +3.241.192 $ | +7,2 % | 45.198.618 $ | +8.102.003 $ | +21,8 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 30.525.230 $ | -23.417.166 $ | -43,4 % | 53.942.396 $ | +1.470.207 $ | +2,8 % | 52.472.189 $ | +2.991.547 $ | +6,0 % | |||
| CAPTRUST FINANCIAL ADVISORS | 53.271.254 $ | +1.197.171 $ | +2,3 % | 52.074.083 $ | +4.026.728 $ | +8,4 % | 48.047.355 $ | +13.531.445 $ | +39,2 % | |||
| Sherrill & Hutchins Financial Advisory, Inc | 52.614.411 $ | -157.520 $ | -0,3 % | 52.771.931 $ | +6.288.935 $ | +13,5 % | 46.482.996 $ | -2.996.081 $ | -6,1 % | 49.479.077 $ | +356.429 $ | +0,7 % |
| KEYBANK NATIONAL ASSOCIATION/OH | 44.600.834 $ | -3.055.634 $ | -6,4 % | 47.656.468 $ | -4.349.481 $ | -8,4 % | 52.005.949 $ | +17.615.685 $ | +51,2 % | |||
| Heartwood Wealth Advisors LLC | 51.506.432 $ | +562.944 $ | +1,1 % | 50.943.488 $ | +7.831.178 $ | +18,2 % | 43.112.310 $ | -185.430 $ | -0,4 % | 43.297.740 $ | +821.329 $ | +1,9 % |
| Oakworth Capital, Inc. | 50.574.040 $ | +2.515.690 $ | +5,2 % | 48.058.350 $ | +3.288.305 $ | +7,3 % | 44.770.045 $ | +4.397.371 $ | +10,9 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 37.161.381 $ | -5.935.137 $ | -13,8 % | 43.096.518 $ | -7.395.165 $ | -14,6 % | 50.491.683 $ | -1.672.245 $ | -3,2 % | |||
| Kestra Advisory Services, LLC | 49.682.606 $ | +547.651 $ | +1,1 % | 49.134.955 $ | +2.792.597 $ | +6,0 % | 46.342.358 $ | +6.011.494 $ | +14,9 % | |||
| BlueSky Wealth Advisors, LLC | 49.680.387 $ | +3.148.910 $ | +6,8 % | 46.531.477 $ | ||||||||
| Forum Financial Management, LP | 42.101.606 $ | +3.557.429 $ | +9,2 % | 38.544.177 $ | -11.065.556 $ | -22,3 % | 49.609.733 $ | +8.149.780 $ | +19,7 % | 41.459.953 $ | -5.930.262 $ | -12,5 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 47.061.000 $ | -2.164.000 $ | -4,4 % | 49.225.000 $ | +8.260.000 $ | +20,2 % | 40.965.000 $ | +3.645.000 $ | +9,8 % | |||
| AlphaQuest LLC | 48.174.011 $ | +41.684.408 $ | +642,3 % | |||||||||
| Pathway Financial Advisors LLC | 48.112.885 $ | +12.954.328 $ | +36,8 % | 35.158.557 $ | +2.705.142 $ | +8,3 % | 32.453.415 $ | +1.876.796 $ | +6,1 % | 30.576.619 $ | +798.759 $ | +2,7 % |
| LAZARD ASSET MANAGEMENT LLC | 48.043.397 $ | +5.588.952 $ | +13,2 % | 42.454.445 $ | +8.123.875 $ | +23,7 % | 34.330.570 $ | +33.757.177 $ | +5.887,3 % | |||
| AQR CAPITAL MANAGEMENT LLC | 48.038.661 $ | +5.625.777 $ | +13,3 % | 42.412.884 $ | +14.115.063 $ | +49,9 % | 28.297.821 $ | +2.815.658 $ | +11,0 % | |||
| Baird Financial Group, Inc. | 41.660.740 $ | +653.853 $ | +1,6 % | 41.006.887 $ | -6.549.591 $ | -13,8 % | 47.556.478 $ | +674.460 $ | +1,4 % | |||
| Kathmere Capital Management, LLC | 43.929.121 $ | -3.211.387 $ | -6,8 % | 47.140.508 $ | +4.461.142 $ | +10,5 % | 42.679.366 $ | +3.855.214 $ | +9,9 % | 38.824.152 $ | -2.300.480 $ | -5,6 % |
| AE Wealth Management LLC | 44.438.996 $ | -2.551.136 $ | -5,4 % | 46.990.132 $ | +21.809.515 $ | +86,6 % | 25.180.617 $ | +2.291.725 $ | +10,0 % | |||
| Rockefeller Capital Management L.P. | 46.520.723 $ | +3.013.898 $ | +6,9 % | 43.506.825 $ | +2.944.725 $ | +7,3 % | 40.562.100 $ | +29.664.948 $ | +272,2 % | |||
| Tortoise Investment Management, LLC | 46.188.367 $ | +5.026.056 $ | +12,2 % | 41.162.311 $ | +16.254.544 $ | +65,3 % | 24.907.767 $ | +198.466 $ | +0,8 % | |||
| Sage Mountain Advisors LLC | 45.824.799 $ | +3.315.849 $ | +7,8 % | 42.508.950 $ | +4.168.594 $ | +10,9 % | 38.340.356 $ | +4.039.023 $ | +11,8 % | |||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 45.706.651 $ | +3.267.752 $ | +7,7 % | 42.438.899 $ | +2.036.680 $ | +5,0 % | 40.402.219 $ | +2.836.609 $ | +7,6 % | |||
| MML INVESTORS SERVICES, LLC | 45.353.390 $ | +18.027.940 $ | +66,0 % | 27.325.450 $ | -13.809.802 $ | -33,6 % | 41.135.252 $ | -1.519.745 $ | -3,6 % | |||
| Ironwood Wealth Management, LLC. | 11.193.188 $ | -33.618.828 $ | -75,0 % | 44.812.016 $ | +691.483 $ | +1,6 % | 44.120.533 $ | +1.124.379 $ | +2,6 % | |||
| TIFF ADVISORY SERVICES, LLC | 44.297.264 $ | -194.124 $ | -0,4 % | 44.491.388 $ | +11.548.739 $ | +35,1 % | 32.942.649 $ | -2.377.916 $ | -6,7 % | |||
| FLPUTNAM INVESTMENT MANAGEMENT CO | 32.847.320 $ | +448.549 $ | +1,4 % | 32.398.771 $ | -11.900.005 $ | -26,9 % | 44.298.776 $ | +2.846.394 $ | +6,9 % | |||
| Gleason Group, Inc. | 38.140.764 $ | -3.314.612 $ | -8,0 % | 41.455.376 $ | -2.780.992 $ | -6,3 % | 44.236.368 $ | -23.227 $ | -0,1 % | 44.259.595 $ | -133.978 $ | -0,3 % |
| 3EDGE Asset Management, LP | 28.876.903 $ | -1.364.290 $ | -4,5 % | 30.241.193 $ | -13.759.241 $ | -31,3 % | 44.000.434 $ | +24.134.466 $ | +121,5 % | |||
| Towneley Capital Management, Inc / DE | 42.096.294 $ | -1.583.366 $ | -3,6 % | 43.679.660 $ | +308.828 $ | +0,7 % | 43.370.832 $ | +1.409.237 $ | +3,4 % | 41.961.595 $ | +506.386 $ | +1,2 % |
| EVOKE WEALTH, LLC | 42.203.577 $ | -1.378.961 $ | -3,2 % | 43.582.538 $ | +1.876.531 $ | +4,5 % | ||||||
| Privatperson | 10.063.108 $ | +310.720 $ | +3,2 % | 9.752.388 $ | -33.769.552 $ | -77,6 % | 43.521.940 $ | -682.941 $ | -1,5 % | |||
| Private Advisor Group, LLC | 34.444.643 $ | -8.930.961 $ | -20,6 % | 43.375.604 $ | +3.542.898 $ | +8,9 % | 39.832.706 $ | +3.965.798 $ | +11,1 % | |||
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 42.697.663 $ | +2.478.367 $ | +6,2 % | 40.219.296 $ | +1.976.079 $ | +5,2 % | 38.243.217 $ | +1.653.998 $ | +4,5 % | |||
| Barry Investment Advisors, LLC | 39.238.405 $ | -2.257.682 $ | -5,4 % | 41.496.087 $ | +1.222.912 $ | +3,0 % | 40.273.175 $ | +236.704 $ | +0,6 % | 40.036.471 $ | -1.146.882 $ | -2,8 % |
| EP Wealth Advisors, LLC | 41.095.645 $ | +34.401.911 $ | +513,9 % | 6.693.734 $ | +3.125.231 $ | +87,6 % | 3.568.503 $ | |||||
| Portland Global Advisors LLC | 40.997.411 $ | +1.235.638 $ | +3,1 % | 39.761.773 $ | +425.519 $ | +1,1 % | 39.336.254 $ | +1.128.240 $ | +3,0 % | |||
| Pathstone Holdings, LLC | 40.713.150 $ | +17.583.070 $ | +76,0 % | 23.130.080 $ | -1.006.805 $ | -4,2 % | 24.136.885 $ | +122.682 $ | +0,5 % | |||
| MilWealth Group LLC | 40.497.539 $ | +2.661.799 $ | +7,0 % | 37.835.740 $ | +897.530 $ | +2,4 % | 36.938.210 $ | +1.472.131 $ | +4,2 % | |||
| Austin Private Wealth, LLC | 40.380.484 $ | -518.805 $ | -1,3 % | |||||||||
| Mariner, LLC | 39.985.126 $ | +32.186 $ | +0,1 % | 39.952.940 $ | +3.265.145 $ | +8,9 % | 36.687.795 $ | +958.134 $ | +2,7 % | |||
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 39.703.055 $ | +848.871 $ | +2,2 % | 38.854.184 $ | +6.075.726 $ | +18,5 % | 32.778.458 $ | +13.204.815 $ | +67,5 % | |||
| MATHER GROUP, LLC. | 39.687.018 $ | +2.109.463 $ | +5,6 % | 37.577.555 $ | -1.411.018 $ | -3,6 % | 38.988.573 $ | +1.633.809 $ | +4,4 % | 37.354.764 $ | +1.044.108 $ | +2,9 % |
| ALBION FINANCIAL GROUP /UT | 39.567.290 $ | +45.961 $ | +0,1 % | 39.521.329 $ | +1.638.810 $ | +4,3 % | 37.882.519 $ | +1.084.001 $ | +2,9 % | 36.798.518 $ | +1.495.183 $ | +4,2 % |
| Harvest Portfolios Group Inc. | 25.397.756 $ | -9.534.526 $ | -27,3 % | 34.932.282 $ | -4.537.714 $ | -11,5 % | 39.469.996 $ | -8.201.573 $ | -17,2 % | |||
| Secure Asset Management, LLC | 31.158.998 $ | -8.020.462 $ | -20,5 % | 39.179.460 $ | +2.166.791 $ | +5,9 % | 37.012.669 $ | +3.681.868 $ | +11,0 % | 33.330.801 $ | +1.511.184 $ | +4,7 % |
| Diversify Advisory Services, LLC | 38.501.994 $ | -475.177 $ | -1,2 % | 38.977.171 $ | +31.034.273 $ | +390,7 % | 7.942.898 $ | -316.088 $ | -3,8 % | |||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 38.501.994 $ | -475.177 $ | -1,2 % | 38.977.171 $ | +4.529.384 $ | +13,1 % | 34.447.787 $ | +26.137.852 $ | +314,5 % | 8.309.935 $ | +1.626.337 $ | +24,3 % |
| Facet Wealth, Inc. | 38.712.131 $ | +4.535.462 $ | +13,3 % | 34.176.669 $ | +2.944.479 $ | +9,4 % | 31.232.190 $ | +4.148.546 $ | +15,3 % | |||
| CYPRESS FINANCIAL PLANNING LLC | 25.009.404 $ | -13.669.390 $ | -35,3 % | 38.678.794 $ | +2.257.688 $ | +6,2 % | 36.421.106 $ | +1.713.141 $ | +4,9 % | 34.707.965 $ | +7.080.319 $ | +25,6 % |
| MASTER'S WEALTH MANAGEMENT INC. | 38.335.860 $ | +1.736.901 $ | +4,7 % | 36.598.959 $ | +1.634.503 $ | +4,7 % | 34.964.456 $ | |||||
| BSW Wealth Partners | 36.902.983 $ | +3.800.087 $ | +11,5 % | 33.102.896 $ | -701.198 $ | -2,1 % | 33.804.094 $ | +1.341.506 $ | +4,1 % | |||
| Quadratic Capital Management LLC | 9.517.274 $ | -27.218.590 $ | -74,1 % | 36.735.864 $ | +30.877.976 $ | +527,1 % | 5.857.888 $ | -1.218.835 $ | -17,2 % | 7.076.723 $ | +1.059.457 $ | +17,6 % |
| Dakota Wealth Management | 36.377.297 $ | +6.115.033 $ | +20,2 % | 30.262.264 $ | +3.908.543 $ | +14,8 % | 26.353.721 $ | +9.667.136 $ | +57,9 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 36.067.696 $ | +2.588.051 $ | +7,7 % | 33.479.645 $ | +2.386.066 $ | +7,7 % | 31.093.579 $ | -2.082.421 $ | -6,3 % | |||
| BIRCHBROOK, INC. | 32.814.536 $ | -863.366 $ | -2,6 % | 33.677.902 $ | -1.247.675 $ | -3,6 % | 34.925.577 $ | -1.108.774 $ | -3,1 % | 36.034.351 $ | +777.560 $ | +2,2 % |
| Alaethes Wealth, LLC | 35.842.371 $ | +447.054 $ | +1,3 % | 35.395.317 $ | +45.811 $ | +0,1 % | ||||||
| Evergreen Advisors, LLC | 35.465.161 $ | +894.621 $ | +2,6 % | 34.570.540 $ | +1.038.641 $ | +3,1 % | 33.531.899 $ | |||||
| Permanent Capital Management, LP | 35.440.116 $ | +112.882 $ | +0,3 % | 35.327.234 $ | -60.231 $ | -0,2 % | 35.387.465 $ | -6.683.669 $ | -15,9 % | |||
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 35.315.200 $ | -112.000 $ | -0,3 % | 35.427.200 $ | +3.621.200 $ | +11,4 % | 31.806.000 $ | +533.000 $ | +1,7 % | |||
| BlackRock, Inc. | 32.082.832 $ | -3.268.620 $ | -9,2 % | 35.351.452 $ | +3.743.719 $ | +11,8 % | 31.607.733 $ | +27.199.180 $ | +617,0 % | |||
| Emprise Bank | 30.499.398 $ | -3.480.808 $ | -10,2 % | 33.980.206 $ | -1.062.230 $ | -3,0 % | 35.042.436 $ | +1.758.033 $ | +5,3 % | 33.284.403 $ | +1.929.533 $ | +6,2 % |
| Stratos Wealth Advisors, LLC | 34.208.794 $ | +1.969.040 $ | +6,1 % | |||||||||
| GLOBALT Investments LLC / GA | 32.741.128 $ | -1.123.917 $ | -3,3 % | 33.865.045 $ | ||||||||
| Vise Technologies, Inc. | 33.500.970 $ | +4.309.374 $ | +14,8 % | 29.191.596 $ | +0 $ | +0,0 % | 29.191.596 $ | +3.463.756 $ | +13,5 % | |||
| Allworth Financial LP | 30.536.406 $ | -2.330.957 $ | -7,1 % | 32.867.363 $ | -472.711 $ | -1,4 % | 33.340.074 $ | -1.224.684 $ | -3,5 % | |||
| MONTAG A & ASSOCIATES INC | 17.109.839 $ | -15.450.045 $ | -47,5 % | 32.559.884 $ | +4.742.715 $ | +17,0 % | 27.817.169 $ | +5.954.963 $ | +27,2 % | |||
| Wealthfront Advisers LLC | 24.226.377 $ | -6.185.068 $ | -20,3 % | 30.411.445 $ | -1.563.823 $ | -4,9 % | 31.975.268 $ | -880.873 $ | -2,7 % | |||
| Checchi Capital Advisers, LLC | 31.811.146 $ | +2.428.082 $ | +8,3 % | 29.383.064 $ | +1.571.157 $ | +5,6 % | 27.811.907 $ | +1.970.205 $ | +7,6 % | |||
| Dunhill Financial, LLC | 143.175 $ | -26.049 $ | -15,4 % | 169.224 $ | -31.163.160 $ | -99,5 % | 31.332.384 $ | +5.280.494 $ | +20,3 % | |||
| Roundview Capital LLC | 31.301.106 $ | +1.489.769 $ | +5,0 % | 29.811.337 $ | +350.824 $ | +1,2 % | 29.460.513 $ | +98.196 $ | +0,3 % | |||
| Smartleaf Asset Management LLC | 31.027.186 $ | +129.462 $ | +0,4 % | 30.897.724 $ | +5.669.185 $ | +22,5 % | 25.228.539 $ | +24.116.670 $ | +2.169,0 % | |||
| Mitsubishi UFJ Asset Management Co., Ltd. | 17.994.485 $ | -6.112.065 $ | -25,4 % | 24.106.550 $ | -6.905.784 $ | -22,3 % | 31.012.334 $ | -7.712.570 $ | -19,9 % | |||
| Kensington Asset Management, LLC | 30.330.021 $ | +10.372.295 $ | +52,0 % | 19.957.726 $ | ||||||||
| RWA WEALTH PARTNERS, LLC | 23.258.531 $ | -4.379.835 $ | -15,8 % | 27.638.366 $ | -2.380.523 $ | -7,9 % | 30.018.889 $ | -3.767.434 $ | -11,2 % | |||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 29.828.731 $ | +3.149.052 $ | +11,8 % | 26.679.679 $ | +4.280.940 $ | +19,1 % | 22.398.739 $ | +1.624.923 $ | +7,8 % | |||
| EARNED WEALTH ADVISORS, LLC | 29.613.599 $ | +1.984.030 $ | +7,2 % | 27.629.569 $ | +3.525.321 $ | +14,6 % | 24.104.248 $ | +20.553.941 $ | +578,9 % | |||
| Kondo Wealth Advisors, Inc. | 29.326.136 $ | +43.733 $ | +0,1 % | 29.282.403 $ | +1.567.567 $ | +5,7 % | 27.714.836 $ | +1.483.194 $ | +5,7 % | 26.231.642 $ | +1.804.481 $ | +7,4 % |
| Hilton Capital Management, LLC | 21.554.016 $ | -7.605.565 $ | -26,1 % | 29.159.581 $ | ||||||||
| Rialto Wealth Management, LLC | 29.127.172 $ | +100.720 $ | +0,3 % | 29.026.452 $ | +1.117.015 $ | +4,0 % | 27.909.437 $ | +1.843.350 $ | +7,1 % | |||
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 28.929.100 $ | +5.747.595 $ | +24,8 % | 23.181.505 $ | +4.940.311 $ | +27,1 % | 18.241.194 $ | -10.079.880 $ | -35,6 % | |||
| Gotham Asset Management, LLC | 11.199.033 $ | +707.931 $ | +6,7 % | 10.491.102 $ | -18.413.517 $ | -63,7 % | 28.904.619 $ | +3.254.715 $ | +12,7 % | |||
| PRINCIPAL SECURITIES, INC. | 28.858.088 $ | +1.491.650 $ | +5,5 % | 27.366.438 $ | +935.582 $ | +3,5 % | 26.430.856 $ | +693.779 $ | +2,7 % | |||
| Procyon Advisors, LLC | 28.685.196 $ | -150.836 $ | -0,5 % | 28.836.032 $ | +2.703.874 $ | +10,3 % | 26.132.158 $ | +3.793.283 $ | +17,0 % | 22.338.875 $ | -456.797 $ | -2,0 % |
| RKL Wealth Management LLC | 27.364.699 $ | -559.060 $ | -2,0 % | 27.923.759 $ | +419.708 $ | +1,5 % | 27.504.051 $ | -1.273.621 $ | -4,4 % | 28.777.672 $ | +1.131.624 $ | +4,1 % |
| AMI INVESTMENT MANAGEMENT INC | 28.554.557 $ | +2.667.829 $ | +10,3 % | 25.886.728 $ | +1.090.270 $ | +4,4 % | 24.796.458 $ | +6.353.321 $ | +34,4 % | |||
| Farther Finance Advisors, LLC | 28.109.055 $ | +6.527.386 $ | +30,2 % | 21.581.669 $ | -281.475 $ | -1,3 % | 21.863.144 $ | +5.652.457 $ | +34,9 % | 16.210.687 $ | +231.906 $ | +1,5 % |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 28.097.607 $ | +2.028.798 $ | +7,8 % | 26.068.809 $ | +234.454 $ | +0,9 % | 25.834.355 $ | -719.577 $ | -2,7 % | 26.553.932 $ | +296.089 $ | +1,1 % |
| 25 LLC | 27.985.105 $ | +1.101.375 $ | +4,1 % | 26.883.730 $ | +1.286.170 $ | +5,0 % | 25.597.560 $ | +2.737.318 $ | +12,0 % | 22.860.242 $ | +3.233.970 $ | +16,5 % |
| Arista Wealth Management, LLC | 27.594.249 $ | +948.371 $ | +3,6 % | 26.645.878 $ | +520.803 $ | +2,0 % | 26.125.075 $ | +1.090.975 $ | +4,4 % | |||
| JANE STREET GROUP, LLC | 6.206.095 $ | -21.293.588 $ | -77,4 % | 27.499.683 $ | +25.312.323 $ | +1.157,2 % | 2.187.360 $ | -3.623.785 $ | -62,4 % | |||
| Roble, Belko & Company, Inc | 27.355.000 $ | +713.000 $ | +2,7 % | 26.642.000 $ | +7.503.000 $ | +39,2 % | 19.139.000 $ | +3.499.000 $ | +22,4 % | |||
| Meredith Wealth Planning | 27.207.365 $ | |||||||||||
| CHOREO, LLC | 26.808.999 $ | +4.308.294 $ | +19,1 % | 22.500.705 $ | +749.703 $ | +3,4 % | 21.751.002 $ | +2.122.492 $ | +10,8 % | |||
| 1834 INVESTMENT ADVISORS CO | 26.556.600 $ | +1.725.134 $ | +6,9 % | 24.831.466 $ | +2.025.244 $ | +8,9 % | 22.806.222 $ | +1.824.068 $ | +8,7 % | 20.982.154 $ | -1.528.437 $ | -6,8 % |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 26.475.387 $ | +899.888 $ | +3,5 % | 25.575.499 $ | +4.004.226 $ | +18,6 % | 21.571.273 $ | +853.581 $ | +4,1 % | 20.717.692 $ | +2.115.257 $ | +11,4 % |
| Empowered Funds, LLC | 2.704.422 $ | -21.869.496 $ | -89,0 % | 24.573.918 $ | -1.731.617 $ | -6,6 % | 26.305.535 $ | -7.281.851 $ | -21,7 % | |||
| WBH ADVISORY INC | 22.119.765 $ | -4.065.538 $ | -15,5 % | 26.185.303 $ | +1.960.075 $ | +8,1 % | 24.225.228 $ | +567.447 $ | +2,4 % | |||
| NICOLET BANKSHARES INC | 26.041.565 $ | +3.640.153 $ | +16,2 % | 22.401.412 $ | +12.545.817 $ | +127,3 % | 9.855.595 $ | |||||
| NewEdge Advisors, LLC | 26.000.720 $ | +13.834.719 $ | +113,7 % | 12.166.001 $ | -722.680 $ | -5,6 % | 12.888.681 $ | +23.542 $ | +0,2 % | |||
| Beacon Bank & Trust | 25.959.869 $ | +129.224 $ | +0,5 % | 25.830.645 $ | +4.311.341 $ | +20,0 % | 21.519.304 $ | |||||
| 1900 WEALTH MANAGEMENT LLC | 25.623.404 $ | +454.644 $ | +1,8 % | 25.168.760 $ | +3.789.882 $ | +17,7 % | 21.378.878 $ | -837.183 $ | -3,8 % | 22.216.061 $ | +1.401.445 $ | +6,7 % |
| Private Wealth Management Group, LLC | 25.126.522 $ | +768.232 $ | +3,2 % | 24.358.290 $ | +540.292 $ | +2,3 % | 23.817.998 $ | +1.000.167 $ | +4,4 % | 22.817.831 $ | +1.311.160 $ | +6,1 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.661.071 $ | -12.923.748 $ | -52,6 % | 24.584.819 $ | +17.476.122 $ | +245,8 % | 7.108.697 $ | -3.972.252 $ | -35,8 % | |||
| OneAscent Financial Services LLC | 15.012.976 $ | -9.490.764 $ | -38,7 % | 24.503.740 $ | +4.562.789 $ | +22,9 % | 19.940.951 $ | +3.249.397 $ | +19,5 % | |||
| Zhang Financial LLC | 24.312.098 $ | +17.428.260 $ | +253,2 % | 6.883.838 $ | +661.163 $ | +10,6 % | 6.222.675 $ | +278.878 $ | +4,7 % | |||
| SCHRODER INVESTMENT MANAGEMENT GROUP | 898.556 $ | -3.948 $ | -0,4 % | 902.504 $ | -23.275.604 $ | -96,3 % | 24.178.108 $ | -14.343.443 $ | -37,2 % | |||
| Betterment LLC | 23.530.000 $ | -413.000 $ | -1,7 % | 23.943.000 $ | +771.000 $ | +3,3 % | 23.172.000 $ | +423.000 $ | +1,9 % | |||
| FIRST FINANCIAL BANKSHARES INC | 23.900.555 $ | +625.765 $ | +2,7 % | 23.274.790 $ | -341.390 $ | -1,4 % | 23.616.180 $ | +281.518 $ | +1,2 % | |||
| Mascoma Wealth Management LLC | 23.883.086 $ | +2.374.327 $ | +11,0 % | 21.508.759 $ | ||||||||
| QUATTRO FINANCIAL ADVISORS LLC | 23.626.373 $ | -212.491 $ | -0,9 % | 23.838.864 $ | +15.816.499 $ | +197,2 % | 8.022.365 $ | +2.464.637 $ | +44,3 % | 5.557.728 $ | +1.407.194 $ | +33,9 % |
| Parkside Financial Bank & Trust | 23.549.012 $ | +3.267.085 $ | +16,1 % | 20.281.927 $ | +181.996 $ | +0,9 % | 20.099.931 $ | +2.506.615 $ | +14,2 % | |||
| Professional Financial Management, Inc. | 23.243.427 $ | +9.747.324 $ | +72,2 % | 13.496.103 $ | +3.752.474 $ | +38,5 % | 9.743.629 $ | |||||
| Stegner Investment Associates Inc. | 23.160.642 $ | +356.926 $ | +1,6 % | 22.803.716 $ | +2.936.197 $ | +14,8 % | 19.867.519 $ | -151.358 $ | -0,8 % | 20.018.877 $ | +434.357 $ | +2,2 % |
| GenWealth Group, Inc. | 22.696.508 $ | -374.620 $ | -1,6 % | 23.071.128 $ | +1.059.863 $ | +4,8 % | 22.011.265 $ | +2.087.173 $ | +10,5 % | 19.924.092 $ | +1.444.680 $ | +7,8 % |
| Russell Investments Group, Ltd. | 22.760.297 $ | -44.905 $ | -0,2 % | 22.805.202 $ | -145.785 $ | -0,6 % | 22.950.987 $ | +22.943.112 $ | +291.341,1 % | |||
| NATIONAL BANK OF CANADA /FI/ | 21.944.790 $ | -872.021 $ | -3,8 % | 22.816.811 $ | +10.123.444 $ | +79,8 % | 12.693.367 $ | -15.798.225 $ | -55,4 % | |||
| DORVAL Corp | 22.428.993 $ | +446.856 $ | +2,0 % | 21.982.137 $ | +3.865.753 $ | +21,3 % | 18.116.384 $ | +6.245.724 $ | +52,6 % | |||
| NOTTINGHAM ADVISORS, INC. | 22.217.702 $ | -81.687 $ | -0,4 % | 22.299.389 $ | +2.534.082 $ | +12,8 % | 19.765.307 $ | -2.317.942 $ | -10,5 % | |||
| Wealthcare Advisory Partners LLC | 22.188.653 $ | +19.192.707 $ | +640,6 % | 2.995.946 $ | +186.517 $ | +6,6 % | 2.809.429 $ | -15.284.357 $ | -84,5 % | 18.093.786 $ | +362.937 $ | +2,0 % |
| Whelan Financial | 22.033.812 $ | +828.451 $ | +3,9 % | 21.205.361 $ | ||||||||
| PARK AVENUE SECURITIES LLC | 18.797.000 $ | +4.932.000 $ | +35,6 % | 13.865.000 $ | -8.023.000 $ | -36,7 % | 21.888.000 $ | +1.940.000 $ | +9,7 % | |||
| United Wealth Management, LLC | 21.629.525 $ | -143.357 $ | -0,7 % | 21.772.882 $ | -24.240 $ | -0,1 % | 21.797.122 $ | +1.490.563 $ | +7,3 % | |||
| MAYPORT, LLC | 21.316.768 $ | +1.528.182 $ | +7,7 % | 19.788.586 $ | +2.359.580 $ | +13,5 % | 17.429.006 $ | +104.635 $ | +0,6 % | |||
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 20.594.595 $ | -501.664 $ | -2,4 % | 21.096.259 $ | +2.736.827 $ | +14,9 % | 18.359.432 $ | -8.454 $ | -0,0 % | 18.367.886 $ | -5.874.768 $ | -24,2 % |
| GTS SECURITIES LLC | 20.943.643 $ | +20.420.690 $ | +3.904,9 % | 522.953 $ | -275.375 $ | -34,5 % | 798.328 $ | |||||
| Roth Financial Partners LLC | 20.853.972 $ | +1.145.498 $ | +5,8 % | 19.708.474 $ | +2.845.018 $ | +16,9 % | 16.863.456 $ | -559.394 $ | -3,2 % | 17.422.850 $ | +249.588 $ | +1,5 % |
| MIDLAND WEALTH ADVISORS, LLC | 15.842.205 $ | -4.838.915 $ | -23,4 % | 20.681.120 $ | +218.741 $ | +1,1 % | 20.462.379 $ | -11.118.143 $ | -35,2 % | |||
| Litman Gregory Wealth Management LLC | 20.406.221 $ | +148.166 $ | +0,7 % | |||||||||
| Brady Martz Wealth Solutions, LLC | 20.404.367 $ | +662.589 $ | +3,4 % | 19.741.778 $ | +1.050.510 $ | +5,6 % | 18.691.268 $ | +828.201 $ | +4,6 % | |||
| Addison Advisors LLC | 8.547.550 $ | -11.688.430 $ | -57,8 % | 20.235.980 $ | +913.945 $ | +4,7 % | 19.322.035 $ | +978.078 $ | +5,3 % | |||
| Friday Financial | 20.140.791 $ | +3.562.119 $ | +21,5 % | 16.578.672 $ | +3.239.288 $ | +24,3 % | 13.339.384 $ | +56.453 $ | +0,4 % | 13.282.931 $ | +2.250.798 $ | +20,4 % |
| FAMILY WEALTH PARTNERS, LLC | 20.131.283 $ | +898.476 $ | +4,7 % | 19.232.807 $ | +704.771 $ | +3,8 % | 18.528.036 $ | +2.275.855 $ | +14,0 % | 16.252.181 $ | +842.854 $ | +5,5 % |
| 49 WEALTH MANAGEMENT, LLC | 20.116.612 $ | +298.174 $ | +1,5 % | |||||||||
| NORTHERN TRUST CORP | 20.023.676 $ | +2.504.428 $ | +14,3 % | 17.519.248 $ | +579.878 $ | +3,4 % | 16.939.370 $ | +2.861.102 $ | +20,3 % | |||
| Kings Path Partners LLC | 19.668.559 $ | +597.241 $ | +3,1 % | 19.071.318 $ | +3.159.524 $ | +19,9 % | 15.911.794 $ | +19.571 $ | +0,1 % | 15.892.223 $ | +1.076.806 $ | +7,3 % |
| Obermeyer Wealth Partners | 18.668.664 $ | -977.098 $ | -5,0 % | 19.645.762 $ | +1.788.032 $ | +10,0 % | 17.857.730 $ | +3.712.626 $ | +26,2 % | 14.145.104 $ | +1.586.311 $ | +12,6 % |
| Net Worth Advisory Group | 19.150.502 $ | -361.573 $ | -1,9 % | 19.512.075 $ | +4.245.982 $ | +27,8 % | 15.266.093 $ | +282.362 $ | +1,9 % | 14.983.731 $ | +8.663.120 $ | +137,1 % |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 19.471.992 $ | +1.744.713 $ | +9,8 % | 17.727.279 $ | +256.321 $ | +1,5 % | 17.470.958 $ | +548.821 $ | +3,2 % | |||
| CWM, LLC | 19.436.573 $ | +1.033.573 $ | +5,6 % | 18.403.000 $ | +961.000 $ | +5,5 % | ||||||
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 19.419.820 $ | +8.243.434 $ | +73,8 % | 11.176.386 $ | +212.197 $ | +1,9 % | 10.964.189 $ | -1.430.786 $ | -11,5 % | 12.394.975 $ | +2.405.226 $ | +24,1 % |
| NewEdge Wealth, LLC | 19.268.082 $ | +3.655.414 $ | +23,4 % | 15.612.668 $ | +139.696 $ | +0,9 % | 15.472.972 $ | +1.770.502 $ | +12,9 % | |||
| Enclave Advisors LLC | 3.113.544 $ | -1.447.060 $ | -31,7 % | 4.560.604 $ | -14.457.664 $ | -76,0 % | 19.018.268 $ | +14.349.384 $ | +307,3 % | 4.668.884 $ | +1.652.640 $ | +54,8 % |
| Morling Financial Advisors, LLC | 18.876.152 $ | +199.439 $ | +1,1 % | 18.676.713 $ | ||||||||
| Arbor Wealth Management LLC\AZ | 18.664.664 $ | +40.629 $ | +0,2 % | 18.624.035 $ | +244.664 $ | +1,3 % | 18.379.371 $ | +714.443 $ | +4,0 % | 17.664.928 $ | ||
| Souders Financial Advisors | 18.531.771 $ | +7.316.497 $ | +65,2 % | 11.215.274 $ | +198.771 $ | +1,8 % | 11.016.503 $ | +414.129 $ | +3,9 % | |||
| Hassell Wealth Management, LLC | 18.148.765 $ | -177.129 $ | -1,0 % | 18.325.894 $ | +109.563 $ | +0,6 % | 18.216.331 $ | +677.235 $ | +3,9 % | 17.539.096 $ | +475.480 $ | +2,8 % |
| LOWE BROCKENBROUGH & CO INC | 18.187.369 $ | +231.138 $ | +1,3 % | 17.956.231 $ | +895.525 $ | +5,2 % | 17.060.706 $ | +3.548.373 $ | +26,3 % | |||
| CFS Investment Advisory Services, LLC | 18.123.829 $ | +3.001.057 $ | +19,8 % | 15.122.772 $ | +3.704.608 $ | +32,4 % | 11.418.164 $ | +6.066.835 $ | +113,4 % | 5.351.329 $ | +993.428 $ | +22,8 % |
| Arbor Investment Advisors, LLC | 18.070.496 $ | +2.345.592 $ | +14,9 % | 15.724.904 $ | -633.228 $ | -3,9 % | 16.358.132 $ | -616.234 $ | -3,6 % | |||
| R. W. Roge & Company, Inc. | 17.647.000 $ | +630.000 $ | +3,7 % | 17.017.000 $ | +7.910.000 $ | +86,9 % | 9.107.000 $ | +725.000 $ | +8,6 % | |||
| Capital Investment Services of America, Inc. | 17.492.159 $ | -117.837 $ | -0,7 % | 17.609.996 $ | +346.092 $ | +2,0 % | 17.263.904 $ | +458.145 $ | +2,7 % | |||
| Aurdan Capital Management, LLC | 17.578.878 $ | +877.674 $ | +5,3 % | 16.701.204 $ | +1.010.379 $ | +6,4 % | 15.690.825 $ | +1.933.750 $ | +14,1 % | |||
| Janney Montgomery Scott LLC | 17.202.000 $ | +7.109.000 $ | +70,4 % | 10.093.000 $ | -5.139.000 $ | -33,7 % | 15.232.000 $ | +32.000 $ | +0,2 % | |||
| FINANCIAL LIFE ADVISORS | 14.674.524 $ | -2.420.957 $ | -14,2 % | 17.095.481 $ | +883.164 $ | +5,4 % | 16.212.317 $ | +634.687 $ | +4,1 % | 15.577.630 $ | +2.036.194 $ | +15,0 % |
| WLTH Capital Management, LLC | 1.577.354 $ | -15.514.061 $ | -90,8 % | 17.091.415 $ | +829.928 $ | +5,1 % | 16.261.487 $ | +394.136 $ | +2,5 % | 15.867.351 $ | ||
| Longview Financial Advisors LLC | 16.934.869 $ | +529.439 $ | +3,2 % | 16.405.430 $ | +499.348 $ | +3,1 % | 15.906.082 $ | +645.855 $ | +4,2 % | |||
| EXCHANGE TRADED CONCEPTS, LLC | 15.507.552 $ | -1.191.221 $ | -7,1 % | 16.698.773 $ | -149.588 $ | -0,9 % | 16.848.361 $ | +452.127 $ | +2,8 % | |||
| Silverleafe Capital Partners, LLC | 486.966 $ | -16.275.981 $ | -97,1 % | 16.762.947 $ | +10.805.652 $ | +181,4 % | 5.957.295 $ | -331.103 $ | -5,3 % | |||
| Strata Wealth Advisors, LLC | 16.587.666 $ | |||||||||||
| EverSource Wealth Advisors, LLC | 15.265.458 $ | -1.023.814 $ | -6,3 % | 16.289.272 $ | +1.848.419 $ | +12,8 % | 14.440.853 $ | +1.246.660 $ | +9,4 % | |||
| OneAscent Investment Solutions LLC | 16.129.948 $ | +148.041 $ | +0,9 % | 15.981.907 $ | -38.180 $ | -0,2 % | 16.020.087 $ | +205.894 $ | +1,3 % | |||
| Aerodigm Wealth, LLC | 13.505.317 $ | -2.620.010 $ | -16,2 % | 16.125.327 $ | +542.933 $ | +3,5 % | 15.582.394 $ | +1.376.375 $ | +9,7 % | 14.206.019 $ | +1.680.978 $ | +13,4 % |
| Vernal Point Advisors, LLC | 16.076.192 $ | +2.327.215 $ | +16,9 % | 13.748.977 $ | +1.623.913 $ | +13,4 % | 12.125.064 $ | -195.520 $ | -1,6 % | |||
| BROWN ADVISORY INC | 15.864.456 $ | +1.025.367 $ | +6,9 % | 14.839.089 $ | -488.605 $ | -3,2 % | 15.327.694 $ | +7.679.973 $ | +100,4 % | |||
| Peirce Capital Management, LLC | 15.428.997 $ | -46.360 $ | -0,3 % | 15.475.357 $ | -376.861 $ | -2,4 % | 15.852.218 $ | +655.679 $ | +4,3 % | 15.196.539 $ | +857.460 $ | +6,0 % |
| Salomon & Ludwin, LLC | 15.842.953 $ | +274.995 $ | +1,8 % | 15.567.958 $ | +1.499.491 $ | +10,7 % | 14.068.467 $ | +1.112.533 $ | +8,6 % | |||
| REGIONS FINANCIAL CORP | 15.721.799 $ | +538.693 $ | +3,5 % | 15.183.106 $ | +433.247 $ | +2,9 % | 14.749.859 $ | +2.833.756 $ | +23,8 % | |||
| U.S. Capital Wealth Advisors, LLC | 1.560.722 $ | -14.120.923 $ | -90,0 % | 15.681.645 $ | -266.746 $ | -1,7 % | ||||||
| Sanctuary Advisors, LLC | 14.657.536 $ | +633.686 $ | +4,5 % | 14.023.850 $ | -1.581.027 $ | -10,1 % | 15.604.877 $ | -28.074.234 $ | -64,3 % | |||
| ALM First Financial Advisors, LLC | 15.601.274 $ | |||||||||||
| HARBOUR INVESTMENTS, INC. | 11.626.465 $ | +574.164 $ | +5,2 % | 11.052.301 $ | -4.509.414 $ | -29,0 % | 15.561.715 $ | +508.410 $ | +3,4 % | |||
| Wealth Analytics Partners, LLC | 15.360.413 $ | +833.807 $ | +5,7 % | 14.526.606 $ | +268.797 $ | +1,9 % | 14.257.809 $ | +455.537 $ | +3,3 % | 13.802.272 $ | ||
| SAWGRASS ASSET MANAGEMENT LLC | 15.210.331 $ | +329.269 $ | +2,2 % | |||||||||
| M&T BANK CORP | 15.209.923 $ | +3.285.379 $ | +27,6 % | 11.924.544 $ | -305.560 $ | -2,5 % | 12.230.104 $ | -2.477.248 $ | -16,8 % | |||
| BALDWIN WEALTH PARTNERS LLC/MA | 14.729.390 $ | -442.625 $ | -2,9 % | 15.172.015 $ | +125.159 $ | +0,8 % | 15.046.856 $ | +110.122 $ | +0,7 % | 14.936.734 $ | +1.002.844 $ | +7,2 % |
| HOWE & RUSLING INC | 15.148.545 $ | +1.472.911 $ | +10,8 % | 13.675.634 $ | +1.507.387 $ | +12,4 % | 12.168.247 $ | +1.200.795 $ | +10,9 % | |||
| Squire Investment Management Company, LLC | 15.117.229 $ | +836.915 $ | +5,9 % | 14.280.314 $ | +1.733.907 $ | +13,8 % | 12.546.407 $ | +1.689.164 $ | +15,6 % | |||
| MainStreet Investment Advisors LLC | 14.920.642 $ | +626.439 $ | +4,4 % | 14.294.203 $ | +79.886 $ | +0,6 % | 14.214.317 $ | -525.329 $ | -3,6 % | |||
| NorthRock Partners, LLC | 14.494.351 $ | -363.356 $ | -2,4 % | 14.857.707 $ | +301.363 $ | +2,1 % | 14.556.344 $ | +1.844.554 $ | +14,5 % | |||
| Cambria Investment Management, L.P. | 11.634.368 $ | +218.900 $ | +1,9 % | 11.415.468 $ | -3.411.918 $ | -23,0 % | 14.827.386 $ | +162.928 $ | +1,1 % | |||
| SEVEN MILE ADVISORY | 460.381 $ | -14.344.571 $ | -96,9 % | 14.804.952 $ | +1.100.106 $ | +8,0 % | ||||||
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 14.584.074 $ | -46.253 $ | -0,3 % | 14.630.327 $ | -117.613 $ | -0,8 % | 14.747.940 $ | -524.656 $ | -3,4 % | |||
| North Ridge Wealth Advisors, Inc. | 14.687.768 $ | +356.943 $ | +2,5 % | 14.330.825 $ | +359.536 $ | +2,6 % | ||||||
| Morningstar Investment Management LLC | 14.671.207 $ | +0 $ | +0,0 % | 14.671.207 $ | +481.207 $ | +3,4 % | 14.190.000 $ | -783.000 $ | -5,2 % | |||
| Pitcairn Wealth Advisors LLC | 14.528.378 $ | +1.013.132 $ | +7,5 % | 13.515.246 $ | +0 $ | +0,0 % | 13.515.246 $ | |||||
| Newport Capital Group, LLC | 14.445.919 $ | +1.510.566 $ | +11,7 % | 12.935.353 $ | +597.668 $ | +4,8 % | 12.337.685 $ | +661.817 $ | +5,7 % | |||
| Security Financial Services, INC. | 14.344.644 $ | +5.876.932 $ | +69,4 % | 8.467.712 $ | +6.798.182 $ | +407,2 % | 1.669.530 $ | +72.732 $ | +4,6 % | |||
| FINANCIAL ADVISORY PARTNERS, LLC | 14.320.874 $ | +830.477 $ | +6,2 % | 13.490.397 $ | +91.427 $ | +0,7 % | 13.398.970 $ | +1.227.107 $ | +10,1 % | |||
| Steward Partners Investment Advisory, LLC | 9.807.550 $ | +524.289 $ | +5,6 % | 9.283.261 $ | -4.927.720 $ | -34,7 % | 14.210.981 $ | +328.918 $ | +2,4 % | |||
| MassMutual Private Wealth & Trust, FSB | 13.468.422 $ | -463.598 $ | -3,3 % | 13.932.020 $ | -257.018 $ | -1,8 % | 14.189.038 $ | +85.651 $ | +0,6 % | 14.103.387 $ | +24.491 $ | +0,2 % |
| Vestmark Advisory Solutions, Inc. | 14.126.876 $ | +129.736 $ | +0,9 % | 13.997.140 $ | +2.795.373 $ | +25,0 % | 11.201.767 $ | -650.021 $ | -5,5 % | |||
| Seaside Wealth Management, Inc. | 14.095.762 $ | +1.137.697 $ | +8,8 % | 12.958.065 $ | +186.251 $ | +1,5 % | 12.771.814 $ | +838.533 $ | +7,0 % | |||
| ELEVATION POINT WEALTH PARTNERS, LLC | 13.997.451 $ | -26.548 $ | -0,2 % | 14.023.999 $ | +2.822.168 $ | +25,2 % | 11.201.831 $ | -757.592 $ | -6,3 % | |||
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 13.980.848 $ | +4.962.089 $ | +55,0 % | 9.018.759 $ | +1.493.789 $ | +19,9 % | 7.524.970 $ | |||||
| Beverly Hills Private Wealth, LLC | 13.930.877 $ | +2.130.626 $ | +18,1 % | 11.800.251 $ | +271.648 $ | +2,4 % | 11.528.603 $ | +552.970 $ | +5,0 % | |||
| Clearstead Advisors, LLC | 6.755.874 $ | +4.288.134 $ | +173,8 % | 2.467.740 $ | -11.395.261 $ | -82,2 % | 13.863.001 $ | +243.733 $ | +1,8 % | |||
| Tidal Investments LLC | 13.826.753 $ | +312.355 $ | +2,3 % | 13.514.398 $ | +942.027 $ | +7,5 % | ||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 13.820.220 $ | +656.592 $ | +5,0 % | 13.163.628 $ | -346.552 $ | -2,6 % | 13.510.180 $ | +787.344 $ | +6,2 % | |||
| STALEY CAPITAL ADVISERS INC | 13.764.811 $ | |||||||||||
| Hennion & Walsh Asset Management, Inc. | 12.992.926 $ | -745.718 $ | -5,4 % | 13.738.644 $ | +674.200 $ | +5,2 % | 13.064.444 $ | -88.274 $ | -0,7 % | 13.152.718 $ | +512.587 $ | +4,1 % |
| Marion Wealth Management | 13.662.747 $ | +1.609.501 $ | +13,4 % | 12.053.246 $ | +4.220.572 $ | +53,9 % | 7.832.674 $ | +308.847 $ | +4,1 % | |||
| Nicht ausgewiesen | 13.661.938 $ | +73.548 $ | +0,5 % | 13.588.390 $ | +6.198.413 $ | +83,9 % | 7.389.977 $ | +3.547.365 $ | +92,3 % | |||
| Robertson Stephens Wealth Management, LLC | 2.728.772 $ | -2.703.388 $ | -49,8 % | 5.432.160 $ | -645.950 $ | -10,6 % | 6.078.110 $ | -7.510.963 $ | -55,3 % | 13.589.073 $ | -927.820 $ | -6,4 % |
| Integrated Wealth Concepts LLC | 13.279.941 $ | -288.816 $ | -2,1 % | 13.568.757 $ | +12.303.567 $ | +972,5 % | 1.265.190 $ | -3.117 $ | -0,2 % | |||
| Ackerman Capital Advisors, LLC | 13.246.834 $ | -319.992 $ | -2,4 % | 13.566.826 $ | +751.638 $ | +5,9 % | 12.815.188 $ | +1.070.839 $ | +9,1 % | |||
| Global Retirement Partners, LLC | 13.342.746 $ | +640.860 $ | +5,0 % | 12.701.886 $ | +3.853.742 $ | +43,6 % | ||||||
| Five Pine Wealth Management | 13.312.815 $ | +2.383.913 $ | +21,8 % | 10.928.902 $ | +766.308 $ | +7,5 % | 10.162.594 $ | +681.698 $ | +7,2 % | 9.480.896 $ | +1.356.816 $ | +16,7 % |
| BIP Wealth, LLC | 13.229.337 $ | +12.278.338 $ | +1.291,1 % | 950.999 $ | -3.624.243 $ | -79,2 % | 4.575.242 $ | +738.057 $ | +19,2 % | |||
| RHUMBLINE ADVISERS | 13.184.676 $ | +1.165.914 $ | +9,7 % | 12.018.762 $ | +8.012.677 $ | +200,0 % | 4.006.085 $ | -1.183.148 $ | -22,8 % | |||
| COMMERCE BANK | 13.042.695 $ | +1.594.874 $ | +13,9 % | 11.447.821 $ | +1.175.572 $ | +11,4 % | 10.272.249 $ | +732.264 $ | +7,7 % | |||
| Warwick Investment Management, Inc. | 13.038.700 $ | +696.374 $ | +5,6 % | 12.342.326 $ | +4.898.461 $ | +65,8 % | 7.443.865 $ | +2.730.551 $ | +57,9 % | 4.713.314 $ | +2.237.630 $ | +90,4 % |
| Aurelius Family Office LLC | 12.961.758 $ | +866.737 $ | +7,2 % | 12.095.021 $ | +259.191 $ | +2,2 % | 11.835.830 $ | +128.183 $ | +1,1 % | |||
| ELEVATE WEALTH ADVISORY, INC | 12.886.624 $ | +863.409 $ | +7,2 % | 12.023.215 $ | +540.790 $ | +4,7 % | 11.482.425 $ | +811.425 $ | +7,6 % | |||
| Sharp Wealth Advisory, LLC | 12.814.885 $ | +473.346 $ | +3,8 % | 12.341.539 $ | +8.185 $ | +0,1 % | 12.333.354 $ | +697.619 $ | +6,0 % | |||
| Aspirean Wealth, LLC | 12.744.754 $ | +1.242.372 $ | +10,8 % | 11.502.382 $ | +211.087 $ | +1,9 % | 11.291.295 $ | |||||
| HMV Wealth Advisors, LLC | 12.711.275 $ | +1.097.858 $ | +9,5 % | 11.613.417 $ | +505.032 $ | +4,5 % | 11.108.385 $ | +1.310.272 $ | +13,4 % | |||
| BNP PARIBAS FINANCIAL MARKETS | 1.931 $ | -12.607.125 $ | -100,0 % | 12.609.056 $ | -1.111.282 $ | -8,1 % | ||||||
| HBE Wealth Management, LLC | 12.590.006 $ | +648.622 $ | +5,4 % | 11.941.384 $ | +856.693 $ | +7,7 % | 11.084.691 $ | |||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 12.498.453 $ | +670.571 $ | +5,7 % | 11.827.882 $ | +2.581.880 $ | +27,9 % | 9.246.002 $ | +6.886.267 $ | +291,8 % | |||
| Jump Financial, LLC | 12.473.715 $ | +8.175.122 $ | +190,2 % | 4.298.593 $ | ||||||||
| Noble Wealth Partners LLC | 12.422.942 $ | |||||||||||
| Deane Retirement Strategies, Inc. | 30.234 $ | +19.329 $ | +177,2 % | 10.905 $ | -12.404.651 $ | -99,9 % | 12.415.556 $ | |||||
| RENAISSANCE TECHNOLOGIES LLC | 12.387.265 $ | +6.670.465 $ | +116,7 % | 5.716.800 $ | +3.392.819 $ | +146,0 % | 2.323.981 $ | -487.874 $ | -17,4 % | |||
| ROGCO, LP | 12.329.061 $ | +494.987 $ | +4,2 % | 11.834.074 $ | +1.206.987 $ | +11,4 % | 10.627.087 $ | +705.629 $ | +7,1 % | |||
| DAVENPORT & Co LLC | 12.318.831 $ | +5.031.131 $ | +69,0 % | 7.287.700 $ | +3.155.194 $ | +76,4 % | 4.132.506 $ | +3.548.576 $ | +607,7 % | 583.930 $ | +275.196 $ | +89,1 % |
| BENJAMIN EDWARDS INC | 1.657.701 $ | -10.654.777 $ | -86,5 % | 12.312.478 $ | +2.151.617 $ | +21,2 % | 10.160.861 $ | -339.458 $ | -3,2 % | |||
| Garde Capital, Inc. | 12.120.037 $ | +305.793 $ | +2,6 % | 11.814.244 $ | +396.177 $ | +3,5 % | ||||||
| Quadrature Capital Ltd | 12.041.987 $ | +7.557.285 $ | +168,5 % | 4.484.702 $ | +3.355.504 $ | +297,2 % | ||||||
| Financial Architects, LLC | 11.786.858 $ | +335.988 $ | +2,9 % | 11.450.870 $ | +643.393 $ | +6,0 % | 10.807.477 $ | |||||
| Cornerstone Planning, LLC | 11.651.267 $ | |||||||||||
| POWER WEALTH MANAGEMENT LLC | 10.471.637 $ | +73.790 $ | +0,7 % | 10.397.847 $ | -1.212.692 $ | -10,4 % | 11.610.539 $ | +599.296 $ | +5,4 % | |||
| Summitas Investment Management LLC | 8.010.864 $ | -1.031.384 $ | -11,4 % | 9.042.248 $ | -1.490.909 $ | -14,2 % | 10.533.157 $ | -1.075.237 $ | -9,3 % | 11.608.394 $ | ||
| Peak Asset Management, LLC | 11.499.432 $ | -219.130 $ | -1,9 % | |||||||||
| AdvisorNet Financial, Inc | 11.326.865 $ | +402.344 $ | +3,7 % | 10.924.521 $ | +714.904 $ | +7,0 % | 10.209.617 $ | -177.393 $ | -1,7 % | 10.387.010 $ | +118.769 $ | +1,2 % |
| Providence First Trust Co | 10.684.882 $ | -129.738 $ | -1,2 % | 10.814.620 $ | +575.385 $ | +5,6 % | 10.239.235 $ | +472.250 $ | +4,8 % | |||
| COZAD ASSET MANAGEMENT INC | 10.798.705 $ | +722.071 $ | +7,2 % | 10.076.634 $ | -506.113 $ | -4,8 % | 10.582.747 $ | -48.541 $ | -0,5 % | |||
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 10.494.836 $ | -237.459 $ | -2,2 % | 10.732.295 $ | +633.719 $ | +6,3 % | 10.098.576 $ | +371.775 $ | +3,8 % | 9.726.801 $ | -12.830 $ | -0,1 % |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10.702.241 $ | +291.391 $ | +2,8 % | 10.410.850 $ | +761.430 $ | +7,9 % | 9.649.420 $ | +722.698 $ | +8,1 % | |||
| O'Brien Wealth Partners LLC | 10.679.408 $ | +1.349.593 $ | +14,5 % | |||||||||
| SimpliFi, Inc. | 10.571.147 $ | +68.053 $ | +0,6 % | 10.503.094 $ | +87.815 $ | +0,8 % | 10.415.279 $ | |||||
| Hughes Financial Services, LLC | 10.561.902 $ | |||||||||||
| Hurley Capital, LLC | 10.525.395 $ | +10.600 $ | +0,1 % | 10.514.795 $ | +475.280 $ | +4,7 % | 10.039.515 $ | +1.460.556 $ | +17,0 % | |||
| VICUS CAPITAL | 10.488.221 $ | +66.016 $ | +0,6 % | 10.422.205 $ | +125.356 $ | +1,2 % | 10.296.849 $ | -196.161 $ | -1,9 % | |||
| MIDDLETON & CO INC/MA | 10.484.521 $ | +270.505 $ | +2,6 % | 10.214.016 $ | +1.487.009 $ | +17,0 % | 8.727.007 $ | +1.288.089 $ | +17,3 % | |||
| TRB Wealth Management, LLC | 10.470.202 $ | +378.902 $ | +3,8 % | 10.091.300 $ | ||||||||
| Thrive Wealth Management, LLC | 10.469.012 $ | +95.595 $ | +0,9 % | 10.373.417 $ | +1.165.118 $ | +12,7 % | 9.208.299 $ | -674.141 $ | -6,8 % | 9.882.440 $ | +211.517 $ | +2,2 % |
| Compass Advisory Group LLC | 10.356.986 $ | +602.138 $ | +6,2 % | 9.754.848 $ | +178.670 $ | +1,9 % | 9.576.178 $ | -289.461 $ | -2,9 % | |||
| CogentBlue Wealth Advisors, LLC | 10.327.065 $ | +95.510 $ | +0,9 % | 10.231.555 $ | +356.240 $ | +3,6 % | 9.875.315 $ | +268.361 $ | +2,8 % | 9.606.954 $ | -16.101 $ | -0,2 % |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 10.266.833 $ | +53.215 $ | +0,5 % | 10.213.618 $ | +1.092.553 $ | +12,0 % | 9.121.065 $ | -1.105.641 $ | -10,8 % | 10.226.706 $ | -577.287 $ | -5,3 % |
| FOUNDERS CAPITAL MANAGEMENT, LLC | 10.230.699 $ | +1.316.895 $ | +14,8 % | 8.913.804 $ | -420.440 $ | -4,5 % | 9.334.244 $ | +202.065 $ | +2,2 % | |||
| CreativeOne Wealth, LLC | 10.209.409 $ | +3.767.694 $ | +58,5 % | 6.441.715 $ | -37.673 $ | -0,6 % | 6.479.388 $ | +764.837 $ | +13,4 % | |||
| Owl Creek Wealth Partners LLC | 10.158.646 $ | +141.819 $ | +1,4 % | 10.016.827 $ | +1.403.690 $ | +16,3 % | 8.613.137 $ | |||||
| SAX WEALTH ADVISORS, LLC | 9.985.532 $ | -130.524 $ | -1,3 % | 10.116.056 $ | ||||||||
| NorthCoast Asset Management LLC | 10.115.333 $ | -55.251.594 $ | -84,5 % | |||||||||
| Brickley Wealth Management | 10.087.408 $ | +648.912 $ | +6,9 % | 9.438.496 $ | +183.866 $ | +2,0 % | 9.254.630 $ | +410.890 $ | +4,6 % | |||
| Westshore Wealth, LLC | 9.991.850 $ | +409.268 $ | +4,3 % | 9.582.582 $ | +203.488 $ | +2,2 % | ||||||
| Prism Planning Partners LLC | 9.967.693 $ | +380.612 $ | +4,0 % | 9.587.081 $ | +930.611 $ | +10,8 % | 8.656.470 $ | |||||
| SHUFRO ROSE & CO LLC | 9.956.118 $ | +859.931 $ | +9,5 % | 9.096.187 $ | +119.898 $ | +1,3 % | 8.976.289 $ | +4.529.311 $ | +101,9 % | |||
| Cravens & Co Advisors, LLC | 8.380.637 $ | -165.270 $ | -1,9 % | 8.545.907 $ | -1.392.035 $ | -14,0 % | 9.937.942 $ | +412.517 $ | +4,3 % | 9.525.425 $ | -206.579 $ | -2,1 % |
| Shotwell Rutter Baer Inc | 9.722.809 $ | -104.730 $ | -1,1 % | 9.827.539 $ | +168.714 $ | +1,7 % | 9.658.825 $ | +384.103 $ | +4,1 % | 9.274.722 $ | +590.583 $ | +6,8 % |
| FourThought Financial Partners, LLC | 9.744.552 $ | +1.077.852 $ | +12,4 % | 8.666.700 $ | -205.363 $ | -2,3 % | 8.872.063 $ | -208.250 $ | -2,3 % | |||
| COURIER CAPITAL LLC | 7.382.062 $ | -2.353.566 $ | -24,2 % | 9.735.628 $ | +1.178.132 $ | +13,8 % | 8.557.496 $ | +1.229.170 $ | +16,8 % | 7.328.326 $ | +524.117 $ | +7,7 % |
| RHS Financial, LLC | 5.613.316 $ | +2.795.809 $ | +99,2 % | 2.817.507 $ | -6.902.490 $ | -71,0 % | 9.719.997 $ | +2.236.636 $ | +29,9 % | 7.483.361 $ | +5.397.562 $ | +258,8 % |
| Belleair Asset Management, LLC | 9.601.354 $ | -24.784 $ | -0,3 % | 9.626.138 $ | +1.235.339 $ | +14,7 % | 8.390.799 $ | |||||
| Sellwood Investment Partners LLC | 9.183.061 $ | -349.503 $ | -3,7 % | 9.532.564 $ | -85.702 $ | -0,9 % | 9.618.266 $ | +230.437 $ | +2,5 % | |||
| NICOLET ADVISORY SERVICES, LLC | 9.563.984 $ | +5.090.967 $ | +113,8 % | |||||||||
| Capital Investment Advisors, LLC | 9.496.521 $ | |||||||||||
| OneDigital Investment Advisors LLC | 7.129.924 $ | -1.961.607 $ | -21,6 % | 9.091.531 $ | -266.812 $ | -2,9 % | 9.358.343 $ | -3.006.946 $ | -24,3 % | |||
| Pinnacle Financial Partners, Inc. | 9.355.204 $ | +193.731 $ | +2,1 % | 9.161.473 $ | +774.446 $ | +9,2 % | 8.387.027 $ | |||||
| Navigate Wealth Management, LLC | 9.345.377 $ | +413.856 $ | +4,6 % | 8.931.521 $ | +447.211 $ | +5,3 % | 8.484.310 $ | |||||
| Crusonia Wealth Advisors LLC | 9.322.929 $ | +1.062.815 $ | +12,9 % | 8.260.114 $ | -592.337 $ | -6,7 % | 8.852.451 $ | |||||
| Summit Financial, LLC | 9.292.691 $ | +75.799 $ | +0,8 % | 9.216.892 $ | +2.036.777 $ | +28,4 % | 7.180.115 $ | +285.886 $ | +4,1 % | |||
| CacheTech Inc. | 4.632.997 $ | -4.534.845 $ | -49,5 % | 9.167.842 $ | -75.942 $ | -0,8 % | 9.243.784 $ | +549.879 $ | +6,3 % | |||
| POINCIANA ADVISORS GROUP, LLC | 9.206.551 $ | +350.323 $ | +4,0 % | 8.856.228 $ | +340.178 $ | +4,0 % | 8.516.050 $ | -206.055 $ | -2,4 % | |||
| Tillman Hartley LLC | 9.183.746 $ | +865.594 $ | +10,4 % | 8.318.152 $ | -269.128 $ | -3,1 % | 8.587.280 $ | +414.285 $ | +5,1 % | |||
| Archford Capital Strategies, LLC | 8.416.697 $ | -646.541 $ | -7,1 % | 9.063.238 $ | +68.960 $ | +0,8 % | 8.994.278 $ | +2.307.334 $ | +34,5 % | 6.686.944 $ | -2.113.640 $ | -24,0 % |
| Dynamic Wealth Strategies, LLC | 5.861.874 $ | -3.187.663 $ | -35,2 % | 9.049.537 $ | +93.515 $ | +1,0 % | 8.956.022 $ | +183.169 $ | +2,1 % | 8.772.853 $ | +466.082 $ | +5,6 % |
| SMART Wealth LLC | 8.985.642 $ | +1.756.940 $ | +24,3 % | 7.228.702 $ | -206.880 $ | -2,8 % | 7.435.582 $ | +71.921 $ | +1,0 % | |||
| Rinkey Investments | 8.972.237 $ | +906.403 $ | +11,2 % | 8.065.834 $ | +2.960.971 $ | +58,0 % | 5.104.863 $ | -2.245.202 $ | -30,5 % | |||
| Nicht ausgewiesen | 8.825.823 $ | +381.618 $ | +4,5 % | 8.444.205 $ | +3.011.888 $ | +55,4 % | 5.432.317 $ | +787.598 $ | +17,0 % | |||
| Marietta Wealth Management, LLC | 8.814.443 $ | +655.676 $ | +8,0 % | 8.158.767 $ | +237.100 $ | +3,0 % | 7.921.667 $ | +391.084 $ | +5,2 % | |||
| Alesco Advisors, LLC, An ESL Co | 8.745.396 $ | +901.095 $ | +11,5 % | 7.844.301 $ | +914.508 $ | +13,2 % | 6.929.793 $ | +720.069 $ | +11,6 % | |||
| Constellation Investments, Inc. | 6.812.721 $ | -1.464.729 $ | -17,7 % | 8.277.450 $ | -352.470 $ | -4,1 % | 8.629.920 $ | -14.400 $ | -0,2 % | |||
| Red Tortoise LLC | 8.106.394 $ | -466.286 $ | -5,4 % | 8.572.680 $ | +688.715 $ | +8,7 % | ||||||
| Altiora Financial Group, LLC | 8.567.204 $ | +1.895.944 $ | +28,4 % | 6.671.260 $ | +3.822.550 $ | +134,2 % | 2.848.710 $ | +190.576 $ | +7,2 % | |||
| Tandem Financial, LLC | 6.947.368 $ | -64.241 $ | -0,9 % | 7.011.609 $ | -1.479.948 $ | -17,4 % | 8.491.557 $ | +975.107 $ | +13,0 % | |||
| Focus Financial Network, Inc. | 7.837.735 $ | -645.681 $ | -7,6 % | 8.483.416 $ | +3.143.225 $ | +58,9 % | 5.340.191 $ | +323.765 $ | +6,5 % | 5.016.426 $ | +43.350 $ | +0,9 % |
| Adams Wealth Management | 4.152.074 $ | -4.259.185 $ | -50,6 % | 8.411.259 $ | -2.314 $ | -0,0 % | 8.413.573 $ | +229.203 $ | +2,8 % | |||
| ALPS ADVISORS INC | 2.161.617 $ | -20.891 $ | -1,0 % | 2.182.508 $ | -6.225.791 $ | -74,0 % | 8.408.299 $ | +258.205 $ | +3,2 % | |||
| RFG Advisory, LLC | 5.129.778 $ | -1.446.922 $ | -22,0 % | 6.576.700 $ | -1.711.937 $ | -20,7 % | 8.288.637 $ | +2.321.307 $ | +38,9 % | |||
| SouthState Bank Corp | 7.678.355 $ | +418.270 $ | +5,8 % | 7.260.085 $ | -1.008.528 $ | -12,2 % | 8.268.613 $ | -2.532.914 $ | -23,4 % | |||
| Advisory Solutions Group, LLC | 8.240.972 $ | +261.874 $ | +3,3 % | 7.979.098 $ | ||||||||
| EXENCIAL WEALTH ADVISORS, LLC | 8.148.644 $ | -87.037 $ | -1,1 % | 8.235.681 $ | -729.026 $ | -8,1 % | ||||||
| iA Global Asset Management Inc. | 8.219.000 $ | |||||||||||
| Braun-Bostich & Associates Inc. | 8.169.862 $ | +3.035.653 $ | +59,1 % | 5.134.209 $ | +463.762 $ | +9,9 % | 4.670.447 $ | +3.351.508 $ | +254,1 % | 1.318.939 $ | +16.228 $ | +1,2 % |
| ATX Financial Planning, LLC | 3.048.981 $ | -3.640.015 $ | -54,4 % | 6.688.996 $ | -1.418.252 $ | -17,5 % | 8.107.248 $ | +6.079.505 $ | +299,8 % | 2.027.743 $ | ||
| Ranch Capital Advisors Inc. | 8.059.901 $ | +513.071 $ | +6,8 % | 7.546.830 $ | +144.991 $ | +2,0 % | 7.401.839 $ | +481.289 $ | +7,0 % | |||
| Private Advisory Group LLC | 8.016.562 $ | |||||||||||
| Envestnet Portfolio Solutions, Inc. | 7.911.261 $ | +1.513.062 $ | +23,6 % | 6.398.199 $ | +448.902 $ | +7,5 % | 5.949.297 $ | +579.779 $ | +10,8 % | |||
| Aaron Wealth Advisors LLC | 5.513.392 $ | -536.507 $ | -8,9 % | 6.049.899 $ | +712.322 $ | +13,3 % | 5.337.577 $ | -2.548.208 $ | -32,3 % | 7.885.785 $ | -559.253 $ | -6,6 % |
| Arax Advisory Partners | 7.872.694 $ | +2.335.131 $ | +42,2 % | 5.537.563 $ | -141.140 $ | -2,5 % | 5.678.703 $ | +1.559.308 $ | +37,9 % | |||
| First Affirmative Financial Network | 7.871.498 $ | +1.362.244 $ | +20,9 % | 6.509.254 $ | -167.064 $ | -2,5 % | ||||||
| CITADEL ADVISORS LLC | 5.523.351 $ | +1.832.305 $ | +49,6 % | 3.691.046 $ | -4.080.088 $ | -52,5 % | 7.771.134 $ | +1.119.507 $ | +16,8 % | |||
| Bell Investment Advisors, Inc | 4.273.040 $ | -3.477.704 $ | -44,9 % | 7.750.744 $ | +1.226.039 $ | +18,8 % | 6.524.705 $ | +333.732 $ | +5,4 % | |||
| PRECEDENT WEALTH PARTNERS, LLC | 7.715.008 $ | +333.191 $ | +4,5 % | 7.381.817 $ | +2.034.328 $ | +38,0 % | 5.347.489 $ | +618.255 $ | +13,1 % | 4.729.234 $ | +1.600.625 $ | +51,2 % |
| Capstone Financial Advisors, Inc. | 7.666.546 $ | +976.147 $ | +14,6 % | 6.690.399 $ | -275.762 $ | -4,0 % | 6.966.161 $ | +1.327 $ | +0,0 % | |||
| BluePrint Investing LLC | 7.634.256 $ | +467.773 $ | +6,5 % | 7.166.483 $ | -207.951 $ | -2,8 % | 7.374.434 $ | +537.140 $ | +7,9 % | 6.837.294 $ | ||
| SoundView Advisors Inc. | 7.618.000 $ | +994.000 $ | +15,0 % | 6.624.000 $ | -469.000 $ | -6,6 % | 7.093.000 $ | |||||
| Bryn Mawr Trust Advisors, LLC | 7.604.798 $ | +797.776 $ | +11,7 % | 6.807.022 $ | +1.725.944 $ | +34,0 % | 5.081.078 $ | +1.551.841 $ | +44,0 % | |||
| INSIGHT 2811, INC. | 7.560.748 $ | +74.063 $ | +1,0 % | 7.486.685 $ | +308.141 $ | +4,3 % | 7.178.544 $ | +81.343 $ | +1,1 % | |||
| ATLAS CAPITAL ADVISORS INC. | 206.135 $ | -6.587.031 $ | -97,0 % | 6.793.166 $ | -741.533 $ | -9,8 % | 7.534.699 $ | |||||
| Downshift Financial, LLC | 6.658.509 $ | +371.127 $ | +5,9 % | 6.287.382 $ | -1.143.393 $ | -15,4 % | 7.430.775 $ | +188.582 $ | +2,6 % | 7.242.193 $ | ||
| CWC Advisors, LLC. | 5.612.456 $ | -1.762.875 $ | -23,9 % | 7.375.331 $ | -20.660 $ | -0,3 % | 7.395.991 $ | +136.790 $ | +1,9 % | 7.259.201 $ | +45.036 $ | +0,6 % |
| Signal Advisors Wealth, LLC | 7.390.202 $ | +731.660 $ | +11,0 % | 6.658.542 $ | +1.635.788 $ | +32,6 % | 5.022.754 $ | +648.620 $ | +14,8 % | 4.374.134 $ | +291.138 $ | +7,1 % |
| MGO ONE SEVEN LLC | 6.276.626 $ | +371.974 $ | +6,3 % | 5.904.652 $ | -1.482.143 $ | -20,1 % | 7.386.795 $ | +2.440.238 $ | +49,3 % | |||
| Kaydan Wealth Management, Inc. | 7.376.282 $ | |||||||||||
| Buska Wealth Management, LLC | 4.699.860 $ | -1.834.374 $ | -28,1 % | 6.534.234 $ | -401.441 $ | -5,8 % | 6.935.675 $ | -407.308 $ | -5,5 % | 7.342.983 $ | -1.778.073 $ | -19,5 % |
| FIRST NATIONAL TRUST CO | 7.330.442 $ | +331.744 $ | +4,7 % | 6.998.698 $ | -84.163 $ | -1,2 % | 7.082.861 $ | +135.195 $ | +1,9 % | |||
| Integrated Advisors Network LLC | 7.275.881 $ | -39.291 $ | -0,5 % | 7.315.172 $ | +460.073 $ | +6,7 % | 6.855.099 $ | +188.186 $ | +2,8 % | 6.666.913 $ | +223.292 $ | +3,5 % |
| Brucke Financial, Inc. | 6.920.748 $ | +273.074 $ | +4,1 % | 6.647.674 $ | -657.153 $ | -9,0 % | 7.304.827 $ | +426.885 $ | +6,2 % | |||
| Hapanowicz & Associates Financial Services, Inc | 7.277.399 $ | +764.525 $ | +11,7 % | 6.512.874 $ | -435.399 $ | -6,3 % | 6.948.273 $ | +539.061 $ | +8,4 % | |||
| Wealthspire Advisors, LLC | 7.246.486 $ | +4.850.497 $ | +202,4 % | 2.395.989 $ | +601.308 $ | +33,5 % | 1.794.681 $ | -16.801 $ | -0,9 % | |||
| Note Advisors, LLC | 7.239.510 $ | +726.466 $ | +11,2 % | 6.513.044 $ | -468.323 $ | -6,7 % | 6.981.367 $ | -72.501 $ | -1,0 % | |||
| STABLEFORD CAPITAL II LLC | 1.573.278 $ | -3.519.645 $ | -69,1 % | 5.092.923 $ | -2.113.937 $ | -29,3 % | 7.206.860 $ | +2.352.650 $ | +48,5 % | 4.854.210 $ | -371.281 $ | -7,1 % |
| DWM Financial Group, Inc. | 7.205.983 $ | |||||||||||
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 7.192.209 $ | +6.817.151 $ | +1.817,6 % | 375.058 $ | -1.190 $ | -0,3 % | 376.248 $ | -3.025 $ | -0,8 % | 379.273 $ | -7.204 $ | -1,9 % |
| Brown Financial Advisory | 7.171.380 $ | +917.787 $ | +14,7 % | 6.253.593 $ | +2.603.830 $ | +71,3 % | 3.649.763 $ | +79.009 $ | +2,2 % | |||
| PRUDENTIAL FINANCIAL INC | 7.030.652 $ | -10.540 $ | -0,1 % | 7.041.192 $ | -122.036 $ | -1,7 % | 7.163.228 $ | |||||
| SageView Advisory Group, LLC | 7.127.859 $ | +5.826.528 $ | +447,7 % | 1.301.331 $ | +430.647 $ | +49,5 % | 870.684 $ | +369.387 $ | +73,7 % | |||
| BANK OF HAWAII | 7.060.562 $ | +636.669 $ | +9,9 % | 6.423.893 $ | +113.193 $ | +1,8 % | 6.310.700 $ | +781.278 $ | +14,1 % | |||
| Fermata Advisors, LLC | 6.681.695 $ | +269.677 $ | +4,2 % | 6.412.018 $ | -163.418 $ | -2,5 % | 6.575.436 $ | -418.957 $ | -6,0 % | 6.994.393 $ | -124.226 $ | -1,7 % |
| Axos Invest Inc. | 5.756.653 $ | -460.298 $ | -7,4 % | 6.216.951 $ | -595.394 $ | -8,7 % | 6.812.345 $ | -181.311 $ | -2,6 % | 6.993.656 $ | -176.089 $ | -2,5 % |
| CLARIS ADVISORS, LLC / MO / | 6.960.854 $ | +1.573.870 $ | +29,2 % | 5.386.984 $ | +360.427 $ | +7,2 % | 5.026.557 $ | +1.647.436 $ | +48,8 % | |||
| PYA Waltman Capital, LLC | 6.949.271 $ | +651.967 $ | +10,4 % | 6.297.304 $ | +2.521.077 $ | +66,8 % | 3.776.227 $ | -7.700 $ | -0,2 % | |||
| Tower Research Capital LLC (TRC) | 1.350.848 $ | +646.954 $ | +91,9 % | 703.894 $ | -6.097.075 $ | -89,7 % | 6.800.969 $ | +4.751.056 $ | +231,8 % | |||
| Kaufman Rossin Wealth, LLC | 6.381.212 $ | -405.144 $ | -6,0 % | 6.786.356 $ | +1.017.203 $ | +17,6 % | 5.769.153 $ | +1.200.755 $ | +26,3 % | 4.568.398 $ | +320.556 $ | +7,5 % |
| Gallagher Fiduciary Advisors, LLC | 6.708.753 $ | +6.581.199 $ | +5.159,5 % | 127.554 $ | -6.376.778 $ | -98,0 % | 6.504.332 $ | +968.183 $ | +17,5 % | |||
| OMNI 360 Wealth, Inc. | 5.369.698 $ | -1.205.919 $ | -18,3 % | 6.575.617 $ | -115.771 $ | -1,7 % | 6.691.388 $ | +3.410 $ | +0,1 % | 6.687.978 $ | +256.464 $ | +4,0 % |
| Simplicity Wealth,LLC | 6.136.089 $ | -494.701 $ | -7,5 % | 6.630.790 $ | +1.460.749 $ | +28,3 % | 5.170.041 $ | -295.858 $ | -5,4 % | |||
| Curi Capital, LLC | 6.579.673 $ | +497.629 $ | +8,2 % | 6.082.044 $ | -521.279 $ | -7,9 % | 6.603.323 $ | -97.354 $ | -1,5 % | |||
| Capstone Wealth Management, LLC | 6.594.324 $ | +1.000.703 $ | +17,9 % | 5.593.621 $ | +749.598 $ | +15,5 % | 4.844.023 $ | +1.247.323 $ | +34,7 % | |||
| Brooklyn FI, LLC | 6.565.650 $ | +801.957 $ | +13,9 % | 5.763.693 $ | +3.025.599 $ | +110,5 % | 2.738.094 $ | +247.335 $ | +9,9 % | |||
| S. R. Schill & Associates | 6.404.783 $ | -132.116 $ | -2,0 % | 6.536.899 $ | +733.646 $ | +12,6 % | 5.803.253 $ | +278.662 $ | +5,0 % | 5.524.591 $ | -148.161 $ | -2,6 % |
| TD PRIVATE CLIENT WEALTH LLC | 6.526.982 $ | +707.849 $ | +12,2 % | 5.819.133 $ | ||||||||
| Napier Financial, LLC | 6.474.319 $ | +999.014 $ | +18,2 % | 5.475.305 $ | -129.786 $ | -2,3 % | 5.605.091 $ | |||||
| FIRST MANHATTAN CO. LLC. | 6.442.426 $ | +715.878 $ | +12,5 % | 5.726.548 $ | -401.767 $ | -6,6 % | 6.128.315 $ | -297.064 $ | -4,6 % | |||
| JAMES INVESTMENT RESEARCH, INC. | 5.470.831 $ | -269.378 $ | -4,7 % | 5.740.209 $ | -680.116 $ | -10,6 % | 6.420.325 $ | +131.221 $ | +2,1 % | |||
| FRANKLIN TEMPLETON INC | 6.399.946 $ | +1.135.061 $ | +21,6 % | 5.264.885 $ | +552.795 $ | +11,7 % | 4.712.090 $ | +308.975 $ | +7,0 % | |||
| FOSTER & MOTLEY INC | 6.189.000 $ | +87.000 $ | +1,4 % | 6.102.000 $ | -259.000 $ | -4,1 % | 6.361.000 $ | -158.000 $ | -2,4 % | |||
| Buck Wealth Strategies, LLC | 6.335.747 $ | |||||||||||
| JDH Wealth Management, LLC | 6.315.377 $ | +141.250 $ | +2,3 % | 6.174.127 $ | +399.998 $ | +6,9 % | 5.774.129 $ | +679.041 $ | +13,3 % | 5.095.088 $ | +496.522 $ | +10,8 % |
| Lauer Wealth, LLC | 582.176 $ | -1.787.563 $ | -75,4 % | 2.369.739 $ | -3.936.508 $ | -62,4 % | 6.306.247 $ | +230.076 $ | +3,8 % | 6.076.171 $ | -193.396 $ | -3,1 % |
| Verum Partners LLC | 6.280.138 $ | |||||||||||
| AMERICAN CENTURY COMPANIES INC | 6.270.615 $ | |||||||||||
| DOPKINS WEALTH MANAGEMENT, LLC | 6.251.537 $ | +508.599 $ | +8,9 % | 5.742.938 $ | +264.469 $ | +4,8 % | 5.478.469 $ | +586.639 $ | +12,0 % | |||
| Walkner Condon Financial Advisors LLC | 5.842.309 $ | -35.430 $ | -0,6 % | 5.877.739 $ | -348.505 $ | -5,6 % | 6.226.244 $ | +228.997 $ | +3,8 % | |||
| IPG Investment Advisors LLC | 6.023.725 $ | -19.104 $ | -0,3 % | 6.042.829 $ | ||||||||
| Montecito Bank & Trust | 5.130.506 $ | -366.371 $ | -6,7 % | 5.496.877 $ | -535.419 $ | -8,9 % | 6.032.296 $ | +757.078 $ | +14,4 % | 5.275.218 $ | +584.225 $ | +12,5 % |
| Plan A Wealth LLC | 6.028.033 $ | +544.603 $ | +9,9 % | 5.483.430 $ | +594.256 $ | +12,2 % | 4.889.174 $ | +670.761 $ | +15,9 % | 4.218.413 $ | +122.926 $ | +3,0 % |
| Act Two Investors LLC | 4.112.565 $ | -1.302.815 $ | -24,1 % | 5.415.380 $ | -593.666 $ | -9,9 % | 6.009.046 $ | +176.745 $ | +3,0 % | |||
| Capital Group Private Client Services, Inc. | 6.001.255 $ | +2.981.012 $ | +98,7 % | 3.020.243 $ | -1.428 $ | -0,0 % | 3.021.671 $ | -5.042 $ | -0,2 % | |||
| BURKETT FINANCIAL SERVICES, LLC | 3.981.664 $ | -1.984.350 $ | -33,3 % | 5.966.014 $ | +168.863 $ | +2,9 % | 5.797.151 $ | +524.577 $ | +9,9 % | 5.272.574 $ | +1.129.899 $ | +27,3 % |
| CVS HEALTH Corp | 5.013.300 $ | -937.728 $ | -15,8 % | 5.951.028 $ | ||||||||
| FIDUCIARY FINANCIAL GROUP, LLC | 5.910.224 $ | +331.731 $ | +5,9 % | 5.578.493 $ | +1.657.942 $ | +42,3 % | 3.920.551 $ | +1.925.526 $ | +96,5 % | 1.995.025 $ | +920.317 $ | +85,6 % |
| Main Street Financial Solutions, LLC | 5.893.414 $ | +4.075.988 $ | +224,3 % | |||||||||
| Minot DeBlois Advisors LLC | 4.917.751 $ | -178.968 $ | -3,5 % | 5.096.719 $ | -795.546 $ | -13,5 % | 5.892.265 $ | +540.442 $ | +10,1 % | |||
| LPWM LLC | 5.891.344 $ | +207.622 $ | +3,7 % | 5.683.722 $ | +910.451 $ | +19,1 % | 4.773.271 $ | -187.477 $ | -3,8 % | 4.960.748 $ | +222.621 $ | +4,7 % |
| Total Clarity Wealth Management, Inc. | 5.874.716 $ | +5.039.948 $ | +603,8 % | 834.768 $ | -1.505.988 $ | -64,3 % | ||||||
| CBIZ Investment Advisory Services, LLC | 5.215.951 $ | +0 $ | +0,0 % | 5.215.951 $ | -646.847 $ | -11,0 % | 5.862.798 $ | +555.044 $ | +10,5 % | |||
| Brookstone Capital Management | 5.597.438 $ | -255.584 $ | -4,4 % | 5.853.022 $ | +2.246.588 $ | +62,3 % | 3.606.434 $ | +477.143 $ | +15,2 % | |||
| PEOPLES BANK /OH | 5.608.643 $ | -202.311 $ | -3,5 % | 5.810.954 $ | -39.414 $ | -0,7 % | 5.850.368 $ | -231.748 $ | -3,8 % | |||
| Hickory Point Bank & Trust | 5.828.104 $ | +1.264.762 $ | +27,7 % | 4.563.342 $ | +357.861 $ | +8,5 % | 4.205.481 $ | +386.382 $ | +10,1 % | 3.819.099 $ | +33.607 $ | +0,9 % |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 4.735.799 $ | -1.078.425 $ | -18,5 % | 5.814.224 $ | +762.245 $ | +15,1 % | 5.051.979 $ | -176.814 $ | -3,4 % | |||
| Vistica Wealth Advisors, LLC | 5.780.559 $ | +726.011 $ | +14,4 % | 5.054.548 $ | +188.076 $ | +3,9 % | 4.866.472 $ | |||||
| Merit Financial Group, LLC | 5.780.484 $ | +1.531.102 $ | +36,0 % | 4.249.382 $ | +1.149.423 $ | +37,1 % | 3.099.959 $ | -467.969 $ | -13,1 % | |||
| Pure Financial Advisors, LLC | 5.705.639 $ | +902.141 $ | +18,8 % | 4.803.498 $ | +1.229.436 $ | +34,4 % | 3.574.062 $ | +798.921 $ | +28,8 % | |||
| Cresset Asset Management, LLC | 5.538.952 $ | -148.909 $ | -2,6 % | 5.687.861 $ | +407.000 $ | +7,7 % | 5.280.861 $ | +539.293 $ | +11,4 % | |||
| Equitable Holdings, Inc. | 5.675.799 $ | +1.434.165 $ | +33,8 % | 4.241.634 $ | +182.865 $ | +4,5 % | 4.058.769 $ | +691.329 $ | +20,5 % | |||
| KEB ASSET MANAGEMENT, LLC | 5.659.721 $ | +1.524.309 $ | +36,9 % | 4.135.412 $ | +932.415 $ | +29,1 % | 3.202.997 $ | +1.504.268 $ | +88,6 % | |||
| Hara Capital LLC | 4.666.498 $ | -320.219 $ | -6,4 % | 4.986.717 $ | -654.434 $ | -11,6 % | 5.641.151 $ | -378.297 $ | -6,3 % | |||
| Mittelman Wealth Management | 5.595.831 $ | +1.591.695 $ | +39,8 % | 4.004.136 $ | +2.364.174 $ | +144,2 % | 1.639.962 $ | +260.392 $ | +18,9 % | |||
| PROSPERITY BANCSHARES INC | 5.557.798 $ | +540.587 $ | +10,8 % | 5.017.211 $ | +4.187.800 $ | +504,9 % | 829.411 $ | |||||
| GREENWOOD CAPITAL ASSOCIATES LLC | 5.544.263 $ | +281.085 $ | +5,3 % | 5.263.178 $ | +1.189.108 $ | +29,2 % | 4.074.070 $ | +394.432 $ | +10,7 % | |||
| American National Bank of Texas | 5.297.792 $ | -238.693 $ | -4,3 % | 5.536.485 $ | +125.976 $ | +2,3 % | 5.410.509 $ | -84.954 $ | -1,5 % | 5.495.463 $ | +6.142 $ | +0,1 % |
| EVERMAY WEALTH MANAGEMENT LLC | 5.523.536 $ | +4.498.323 $ | +438,8 % | 1.025.213 $ | +654.306 $ | +176,4 % | 370.907 $ | +364.843 $ | +6.016,5 % | |||
| Francis Financial, Inc. | 5.510.297 $ | +1.375.665 $ | +33,3 % | 4.134.632 $ | -766.743 $ | -15,6 % | 4.901.375 $ | +97.335 $ | +2,0 % | |||
| Americana Partners, LLC | 5.502.244 $ | +4.453.390 $ | +424,6 % | 1.048.854 $ | -436.511 $ | -29,4 % | 1.485.365 $ | -10.703 $ | -0,7 % | |||
| Hexagon Capital Partners LLC | 5.488.089 $ | +144.727 $ | +2,7 % | 5.343.362 $ | +265.134 $ | +5,2 % | 5.078.228 $ | +330.876 $ | +7,0 % | |||
| Smithfield Trust Co | 5.465.000 $ | +185.000 $ | +3,5 % | 5.280.000 $ | +1.488.000 $ | +39,2 % | 3.792.000 $ | +1.312.000 $ | +52,9 % | |||
| Cornerstone Financial Management LLC | 5.171.046 $ | -160.392 $ | -3,0 % | 5.331.438 $ | +321.886 $ | +6,4 % | 5.009.552 $ | |||||
| Transcendent Capital Group LLC | 5.308.353 $ | +215.233 $ | +4,2 % | 5.093.120 $ | -11.213 $ | -0,2 % | 5.104.333 $ | +35.721 $ | +0,7 % | |||
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 5.301.000 $ | -100.700 $ | -1,9 % | |||||||||
| VICTORY FINANCIAL GROUP, LLC | 277.826 $ | -5.019.227 $ | -94,8 % | 5.297.053 $ | +295.394 $ | +5,9 % | 5.001.659 $ | +286.891 $ | +6,1 % | |||
| Global Endowment Management, LP | 5.289.000 $ | -53.683 $ | -1,0 % | |||||||||
| Alhambra Investment Management LLC | 5.141.901 $ | -142.122 $ | -2,7 % | 5.284.023 $ | +946.083 $ | +21,8 % | 4.337.940 $ | +238.188 $ | +5,8 % | 4.099.752 $ | +221.738 $ | +5,7 % |
| SAPIENT CAPITAL LLC | 4.640.572 $ | -638.118 $ | -12,1 % | 5.278.690 $ | +1.393.140 $ | +35,9 % | 3.885.550 $ | -214.079 $ | -5,2 % | 4.099.629 $ | +129.027 $ | +3,2 % |
| Advisory Services Network, LLC | 5.240.547 $ | +505.056 $ | +10,7 % | 4.735.491 $ | +367.605 $ | +8,4 % | 4.367.886 $ | +28.105 $ | +0,6 % | |||
| CMH Wealth Management LLC | 5.168.190 $ | +633.966 $ | +14,0 % | 4.534.224 $ | -117.756 $ | -2,5 % | 4.651.980 $ | +199.876 $ | +4,5 % | |||
| Vertex Investment Solutions Co., Ltd. | 5.006.610 $ | -129.346 $ | -2,5 % | 5.135.956 $ | +280.525 $ | +5,8 % | 4.855.431 $ | +3.894.151 $ | +405,1 % | 961.280 $ | ||
| LeConte Wealth Management, LLC | 3.522.891 $ | -1.595.617 $ | -31,2 % | 5.118.508 $ | +11.796 $ | +0,2 % | 5.106.712 $ | +204.415 $ | +4,2 % | 4.902.297 $ | -513.263 $ | -9,5 % |
| Gladwyn Financial Advisors, Inc. | 4.868.772 $ | -240.715 $ | -4,7 % | 5.109.487 $ | +417.926 $ | +8,9 % | 4.691.561 $ | +82.550 $ | +1,8 % | 4.609.011 $ | +37.427 $ | +0,8 % |
| Strategic Investment Solutions, Inc. /IL | 3.500.784 $ | -974.027 $ | -21,8 % | 4.474.811 $ | -604.309 $ | -11,9 % | 5.079.120 $ | +1.417.822 $ | +38,7 % | |||
| CORE WEALTH ADVISORS, LLC | 5.075.347 $ | +377.924 $ | +8,0 % | 4.697.423 $ | +4.174.234 $ | +797,8 % | 523.189 $ | |||||
| Prime Buchholz LLC | 5.071.789 $ | +924.978 $ | +22,3 % | 4.146.811 $ | +874.899 $ | +26,7 % | 3.271.912 $ | +293.177 $ | +9,8 % | |||
| Graetz Wealth LLC | 4.196.818 $ | -86.759 $ | -2,0 % | 4.283.577 $ | -787.325 $ | -15,5 % | 5.070.902 $ | |||||
| Hershey Financial Advisers, LLC | 5.068.202 $ | |||||||||||
| StrongBox Wealth, LLC | 3.963.810 $ | -228.629 $ | -5,5 % | 4.192.439 $ | -861.134 $ | -17,0 % | 5.053.573 $ | -5.426.829 $ | -51,8 % | |||
| Impact Investors, Inc | 4.405.275 $ | -618.309 $ | -12,3 % | 5.023.584 $ | +903.003 $ | +21,9 % | 4.120.581 $ | +997.667 $ | +31,9 % | |||
| Resonant Capital Advisors, LLC | 4.983.814 $ | +1.039.703 $ | +26,4 % | 3.944.111 $ | +520.939 $ | +15,2 % | 3.423.172 $ | -611.537 $ | -15,2 % | 4.034.709 $ | -269.956 $ | -6,3 % |
| FLOW TRADERS U.S. LLC | 1.768.000 $ | -3.204.000 $ | -64,4 % | 4.972.000 $ | +1.944.000 $ | +64,2 % | 3.028.000 $ | |||||
| Bragg Financial Advisors, Inc | 4.961.988 $ | +325.583 $ | +7,0 % | 4.636.405 $ | -192.813 $ | -4,0 % | 4.829.218 $ | +112.695 $ | +2,4 % | |||
| Blume Capital Management, Inc. | 4.954.556 $ | +157.565 $ | +3,3 % | 4.796.991 $ | +1.102.306 $ | +29,8 % | 3.694.685 $ | -4.664 $ | -0,1 % | |||
| Versant Capital Management, Inc | 4.888.893 $ | +538.901 $ | +12,4 % | 4.349.992 $ | +386.712 $ | +9,8 % | 3.963.280 $ | +98.068 $ | +2,5 % | 3.865.212 $ | +256.256 $ | +7,1 % |
| GenTrust, LLC | 4.016.245 $ | -56.134 $ | -1,4 % | 4.072.379 $ | -808.280 $ | -16,6 % | 4.880.659 $ | -115.947 $ | -2,3 % | |||
| SBI Securities Co., Ltd. | 3.314.029 $ | -260.026 $ | -7,3 % | 3.574.055 $ | -1.250.001 $ | -25,9 % | 4.824.056 $ | -505.514 $ | -9,5 % | |||
| Keystone Financial Group | 4.758.384 $ | +1.258.021 $ | +35,9 % | 3.500.363 $ | -133.152 $ | -3,7 % | 3.633.515 $ | +818.601 $ | +29,1 % | |||
| Arete Wealth Advisors, LLC | 3.429.964 $ | -459.473 $ | -11,8 % | 3.889.437 $ | -837.972 $ | -17,7 % | 4.727.409 $ | -201.591 $ | -4,1 % | |||
| Thrive Capital Management, LLC | 4.448.883 $ | +250.780 $ | +6,0 % | 4.198.103 $ | -525.841 $ | -11,1 % | 4.723.944 $ | +942.476 $ | +24,9 % | |||
| Balanced Rock Investment Advisors LLC | 4.723.798 $ | +2.810.523 $ | +146,9 % | 1.913.275 $ | +55.565 $ | +3,0 % | 1.857.710 $ | +36.915 $ | +2,0 % | |||
| True North Advisors, LLC | 4.378.906 $ | -302.057 $ | -6,5 % | 4.680.963 $ | +4.228.491 $ | +934,5 % | 452.472 $ | |||||
| Snowden Capital Advisors LLC | 4.668.474 $ | +463.218 $ | +11,0 % | 4.205.256 $ | +198.223 $ | +4,9 % | 4.007.033 $ | +495.864 $ | +14,1 % | |||
| LIBERTY WEALTH MANAGEMENT LLC | 4.625.084 $ | +0 $ | +0,0 % | 4.625.084 $ | +46.668 $ | +1,0 % | 4.578.416 $ | +138.154 $ | +3,1 % | |||
| Independent Advisor Alliance | 4.620.981 $ | +166.255 $ | +3,7 % | 4.454.726 $ | +459.599 $ | +11,5 % | 3.995.127 $ | -556.108 $ | -12,2 % | |||
| SCOTIA CAPITAL INC. | 4.619.339 $ | |||||||||||
| LifePlan Financial, LLC | 4.536.136 $ | -78.695 $ | -1,7 % | 4.614.831 $ | +52.170 $ | +1,1 % | 4.562.661 $ | +257.110 $ | +6,0 % | 4.305.551 $ | +29.914 $ | +0,7 % |
| BLAIR WILLIAM & CO/IL | 4.614.528 $ | +45.655 $ | +1,0 % | 4.568.873 $ | +476.837 $ | +11,7 % | 4.092.036 $ | +1.400.801 $ | +52,1 % | |||
| Skyline Advisors, Inc. | 4.614.001 $ | +1.053.271 $ | +29,6 % | 3.560.730 $ | +1.084.948 $ | +43,8 % | 2.475.782 $ | +174.329 $ | +7,6 % | |||
| PARSONS CAPITAL MANAGEMENT INC/RI | 4.607.562 $ | +1.800.304 $ | +64,1 % | 2.807.258 $ | +581.278 $ | +26,1 % | 2.225.980 $ | +387.679 $ | +21,1 % | |||
| Onyx Bridge Wealth Group LLC | 749.219 $ | -1.707.727 $ | -69,5 % | 2.456.946 $ | -2.010.811 $ | -45,0 % | 4.467.757 $ | -133.721 $ | -2,9 % | 4.601.478 $ | +201.186 $ | +4,6 % |
| CGN Advisors LLC | 561.490 $ | -510.708 $ | -47,6 % | 1.072.198 $ | -3.519.099 $ | -76,6 % | 4.591.297 $ | +664.855 $ | +16,9 % | |||
| KITCHING PARTNERS, LLC | 4.556.084 $ | +95.907 $ | +2,2 % | 4.460.177 $ | +8.426 $ | +0,2 % | 4.451.751 $ | -20.206 $ | -0,5 % | |||
| Foster Victor Wealth Advisors, LLC | 4.224.497 $ | -311.986 $ | -6,9 % | 4.536.483 $ | +517.158 $ | +12,9 % | 4.019.325 $ | +173.737 $ | +4,5 % | 3.845.588 $ | -49.781 $ | -1,3 % |
| Dynamic Advisor Solutions LLC | 357.585 $ | -1.443.393 $ | -80,1 % | 1.800.978 $ | -2.725.700 $ | -60,2 % | 4.526.678 $ | +300.958 $ | +7,1 % | 4.225.720 $ | +249.068 $ | +6,3 % |
| Auour Investments LLC | 4.474.326 $ | +46.894 $ | +1,1 % | 4.427.432 $ | +39.165 $ | +0,9 % | 4.388.267 $ | -256.331 $ | -5,5 % | |||
| Orcam Financial Group | 3.687.021 $ | +382.700 $ | +11,6 % | 3.304.321 $ | -1.163.149 $ | -26,0 % | 4.467.470 $ | +206.161 $ | +4,8 % | |||
| Global Wealth Management Investment Advisory, Inc. | 4.449.754 $ | +5.567 $ | +0,1 % | 4.444.187 $ | +92.197 $ | +2,1 % | 4.351.990 $ | +291.394 $ | +7,2 % | |||
| WESCAP Management Group, Inc. | 3.826.033 $ | +70.750 $ | +1,9 % | 3.755.283 $ | -659.940 $ | -14,9 % | 4.415.223 $ | -710.138 $ | -13,9 % | |||
| Wedmont Private Capital | 3.999.215 $ | -196.113 $ | -4,7 % | 4.195.328 $ | -209.844 $ | -4,8 % | 4.405.172 $ | +157.892 $ | +3,7 % | 4.247.280 $ | +239.565 $ | +6,0 % |
| Lauterbach Financial Advisors, LLC | 4.371.491 $ | +957.235 $ | +28,0 % | 3.414.256 $ | +507.280 $ | +17,5 % | 2.906.976 $ | +1.333.739 $ | +84,8 % | 1.573.237 $ | +143.986 $ | +10,1 % |
| Greenspring Advisors, LLC | 4.356.129 $ | +165.208 $ | +3,9 % | 4.190.921 $ | +297.017 $ | +7,6 % | 3.893.904 $ | +3.297.806 $ | +553,2 % | |||
| RoundAngle Advisors LLC | 4.353.305 $ | +95.557 $ | +2,2 % | 4.257.748 $ | +195.376 $ | +4,8 % | ||||||
| Aureum Wealth Management, LLC | 4.349.958 $ | +93.312 $ | +2,2 % | 4.256.646 $ | +2.479.081 $ | +139,5 % | 1.777.565 $ | |||||
| Nadler Financial Group, Inc. | 3.971.492 $ | +106.896 $ | +2,8 % | 3.864.596 $ | -452.075 $ | -10,5 % | 4.316.671 $ | +123.076 $ | +2,9 % | |||
| True Link Financial Advisors, LLC | 4.281.579 $ | -7.144 $ | -0,2 % | |||||||||
| Forthright Family Wealth Advisory LLC | 4.059.943 $ | +218.229 $ | +5,7 % | 3.841.714 $ | -411.139 $ | -9,7 % | 4.252.853 $ | +1.829 $ | +0,0 % | |||
| Brindle & Bay Financial Advisors, LLC | 4.247.006 $ | +308.466 $ | +7,8 % | 3.938.540 $ | +69.852 $ | +1,8 % | 3.868.688 $ | -239.041 $ | -5,8 % | 4.107.729 $ | ||
| AlTi Global, Inc. | 4.168.648 $ | -40.286 $ | -1,0 % | 4.208.934 $ | -26.859 $ | -0,6 % | 4.235.793 $ | -106.417 $ | -2,5 % | |||
| RB Capital Management, LLC | 4.027.450 $ | +125.458 $ | +3,2 % | 3.901.992 $ | -317.223 $ | -7,5 % | 4.219.215 $ | +462.420 $ | +12,3 % | |||
| Balance Wealth Partners LLC | 4.202.941 $ | -12.840 $ | -0,3 % | 4.215.781 $ | +55.519 $ | +1,3 % | 4.160.262 $ | -3.073.640 $ | -42,5 % | |||
| SigFig Wealth Management, LLC | 4.185.392 $ | +1.225.244 $ | +41,4 % | 2.960.148 $ | +1.222.513 $ | +70,4 % | 1.737.635 $ | +150.263 $ | +9,5 % | 1.587.372 $ | +155.140 $ | +10,8 % |
| SACHEM HILL LLC | 4.183.069 $ | +498.584 $ | +13,5 % | 3.684.485 $ | +375.221 $ | +11,3 % | 3.309.264 $ | +21.524 $ | +0,7 % | 3.287.740 $ | +46.305 $ | +1,4 % |
| ST GERMAIN D J CO INC | 4.175.248 $ | +1.416.617 $ | +51,4 % | 2.758.631 $ | +1.059.275 $ | +62,3 % | 1.699.356 $ | +860.289 $ | +102,5 % | |||
| FLAGSHIP WEALTH ADVISORS, LLC | 1.795.658 $ | -2.373.343 $ | -56,9 % | 4.169.001 $ | +40.917 $ | +1,0 % | 4.128.084 $ | -460.518 $ | -10,0 % | |||
| Miller Financial Services LLC | 4.154.851 $ | +849.569 $ | +25,7 % | 3.305.282 $ | +410.769 $ | +14,2 % | 2.894.513 $ | +2.131.448 $ | +279,3 % | 763.065 $ | +179.681 $ | +30,8 % |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 3.805.079 $ | -198.248 $ | -5,0 % | 4.003.327 $ | -117.612 $ | -2,9 % | 4.120.939 $ | +431.036 $ | +11,7 % | 3.689.903 $ | -3.187.431 $ | -46,3 % |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 1.758.014 $ | -349.617 $ | -16,6 % | 2.107.631 $ | -590.672 $ | -21,9 % | 2.698.303 $ | -1.402.666 $ | -34,2 % | 4.100.969 $ | ||
| Concurrent Investment Advisors, LLC | 3.103.812 $ | -583.051 $ | -15,8 % | 3.686.863 $ | -404.595 $ | -9,9 % | 4.091.458 $ | +703.687 $ | +20,8 % | 3.387.771 $ | +2.233.260 $ | +193,4 % |
| Parallel Advisors, LLC | 4.076.268 $ | +63.657 $ | +1,6 % | 4.012.611 $ | +40.777 $ | +1,0 % | 3.971.834 $ | +416.239 $ | +11,7 % | |||
| Nolet Wealth Management, LLC | 2.689.880 $ | -308.955 $ | -10,3 % | 2.998.835 $ | -1.073.570 $ | -26,4 % | 4.072.405 $ | +2.536.092 $ | +165,1 % | 1.536.313 $ | ||
| Evergreen Wealth Partners LLC | 3.108.273 $ | -920.784 $ | -22,9 % | 4.029.057 $ | ||||||||
| GENESIS PRIVATE WEALTH, LLC | 4.003.993 $ | +117.625 $ | +3,0 % | 3.886.368 $ | -141.108 $ | -3,5 % | 4.027.476 $ | +306.972 $ | +8,3 % | |||
| First Pacific Financial | 3.983.522 $ | +104.506 $ | +2,7 % | 3.879.016 $ | -123.680 $ | -3,1 % | 4.002.696 $ | +3.938.263 $ | +6.112,2 % | 64.433 $ | +697 $ | +1,1 % |
| Estate Counselors, LLC | 3.995.653 $ | +2.392.424 $ | +149,2 % | 1.603.229 $ | ||||||||
| Sigma Planning Corp | 3.985.671 $ | +478.672 $ | +13,6 % | 3.506.999 $ | -76.780 $ | -2,1 % | 3.583.779 $ | +199.188 $ | +5,9 % | |||
| IFP Advisors, Inc | 3.985.065 $ | +2.801.523 $ | +236,7 % | 1.183.542 $ | -266.033 $ | -18,4 % | 1.449.575 $ | -303.693 $ | -17,3 % | 1.753.268 $ | +206.817 $ | +13,4 % |
| Towne Trust Company, N.A | 3.978.201 $ | +754.462 $ | +23,4 % | 3.223.739 $ | +607.974 $ | +23,2 % | 2.615.765 $ | +309.035 $ | +13,4 % | |||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 3.930.722 $ | -34.474 $ | -0,9 % | 3.965.196 $ | +164.675 $ | +4,3 % | 3.800.521 $ | +145.654 $ | +4,0 % | |||
| Walker Financial Services, Inc. | 2.373.149 $ | -508.637 $ | -17,7 % | 2.881.786 $ | -1.029.329 $ | -26,3 % | 3.911.115 $ | -1.087.672 $ | -21,8 % | |||
| ALEXANDER LABRUNERIE & CO., INC. | 284.852 $ | -3.601.091 $ | -92,7 % | 3.885.943 $ | +201.874 $ | +5,5 % | 3.684.069 $ | -31.084 $ | -0,8 % | |||
| NORTHWESTERN UNIVERSITY | 3.881.323 $ | +549.484 $ | +16,5 % | 3.331.839 $ | ||||||||
| Orion Porfolio Solutions, LLC | 1.968.630 $ | -870.691 $ | -30,7 % | 2.839.321 $ | -1.039.744 $ | -26,8 % | 3.879.065 $ | +613.752 $ | +18,8 % | |||
| FIRST AMERICAN TRUST, FSB | 3.846.090 $ | +664.329 $ | +20,9 % | 3.181.761 $ | +291.675 $ | +10,1 % | 2.890.086 $ | +606.003 $ | +26,5 % | |||
| Rehmann Capital Advisory Group | 3.829.856 $ | +916.900 $ | +31,5 % | 2.912.956 $ | -181.028 $ | -5,9 % | 3.093.984 $ | +705.780 $ | +29,6 % | |||
| Advyzon Investment Management, LLC | 3.828.046 $ | +387.962 $ | +11,3 % | 3.440.084 $ | -368.333 $ | -9,7 % | 3.808.417 $ | +992.367 $ | +35,2 % | |||
| OneAscent Wealth Management LLC | 3.024.471 $ | -802.869 $ | -21,0 % | 3.827.340 $ | +247.980 $ | +6,9 % | 3.579.360 $ | -4.281.446 $ | -54,5 % | |||
| BAKER BOYER NATIONAL BANK | 3.674.395 $ | -35.510 $ | -1,0 % | 3.709.905 $ | -99.426 $ | -2,6 % | 3.809.331 $ | +353.524 $ | +10,2 % | |||
| IHT Wealth Management, LLC | 3.792.834 $ | +1.684.709 $ | +79,9 % | 2.108.125 $ | -895.693 $ | -29,8 % | 3.003.818 $ | -82.807 $ | -2,7 % | |||
| Oasis Advisors, LLC | 3.744.498 $ | +814.001 $ | +27,8 % | 2.930.497 $ | -225.799 $ | -7,2 % | 3.156.296 $ | |||||
| Glass Jacobson Investment Advisors llc | 3.708.319 $ | +196.109 $ | +5,6 % | 3.512.210 $ | +446.957 $ | +14,6 % | 3.065.253 $ | +273.454 $ | +9,8 % | |||
| AmeriServ Wealth Advisors | 974.320 $ | -1.039.914 $ | -51,6 % | 2.014.234 $ | -1.295.164 $ | -39,1 % | 3.309.398 $ | -378.423 $ | -10,3 % | 3.687.821 $ | -6.083.398 $ | -62,3 % |
| VestGen Advisors, LLC | 3.687.172 $ | +66.802 $ | +1,8 % | 3.620.370 $ | ||||||||
| D.B. Root & Company, LLC | 3.679.559 $ | +508.487 $ | +16,0 % | 3.171.072 $ | +623.709 $ | +24,5 % | 2.547.363 $ | +208.194 $ | +8,9 % | |||
| World Investment Advisors | 3.265.848 $ | -406.249 $ | -11,1 % | 3.672.097 $ | +97.791 $ | +2,7 % | 3.574.306 $ | +1.736.627 $ | +94,5 % | |||
| Cornerstone Wealth Advisors, Inc. | 3.669.698 $ | +603.210 $ | +19,7 % | 3.066.488 $ | +125.313 $ | +4,3 % | 2.941.175 $ | +134.653 $ | +4,8 % | 2.806.522 $ | +366.002 $ | +15,0 % |
| Capital Squared Financial LLC | 2.102.332 $ | -1.528.609 $ | -42,1 % | 3.630.941 $ | +1.579.198 $ | +77,0 % | 2.051.743 $ | +1.804.335 $ | +729,3 % | |||
| JT Stratford LLC | 3.586.161 $ | +76.165 $ | +2,2 % | 3.509.996 $ | -22.937 $ | -0,6 % | 3.532.933 $ | -93.960 $ | -2,6 % | |||
| Sowell Financial Services LLC | 3.298.660 $ | -266.505 $ | -7,5 % | 3.565.165 $ | +648.223 $ | +22,2 % | 2.916.942 $ | +407.664 $ | +16,2 % | 2.509.278 $ | -34.940 $ | -1,4 % |
| Ifrah Financial Services, Inc. | 3.501.435 $ | -45.192 $ | -1,3 % | 3.546.627 $ | +2.170.340 $ | +157,7 % | 1.376.287 $ | |||||
| Synergy Asset Management, LLC | 3.542.702 $ | |||||||||||
| Human Investing LLC | 3.505.881 $ | +184.960 $ | +5,6 % | 3.320.921 $ | +53.765 $ | +1,6 % | 3.267.156 $ | +3.106 $ | +0,1 % | 3.264.050 $ | +108.283 $ | +3,4 % |
| Nilsine Partners, LLC | 3.451.097 $ | +70.989 $ | +2,1 % | 3.380.108 $ | +112.545 $ | +3,4 % | 3.267.563 $ | +175.598 $ | +5,7 % | |||
| Tandem Investment Partners LLC | 3.418.638 $ | -22.491 $ | -0,7 % | 3.441.129 $ | +214.472 $ | +6,6 % | 3.226.657 $ | +264.017 $ | +8,9 % | 2.962.640 $ | +239.379 $ | +8,8 % |
| REDW Wealth LLC | 2.982.046 $ | -184.394 $ | -5,8 % | 3.166.440 $ | -247.713 $ | -7,3 % | 3.414.153 $ | -19.879 $ | -0,6 % | |||
| Collaborative Fund Advisors, LLC | 3.406.439 $ | |||||||||||
| Mechanics Financial Corp | 3.379.731 $ | +396.455 $ | +13,3 % | 2.983.276 $ | +496.660 $ | +20,0 % | 2.486.616 $ | +211.119 $ | +9,3 % | |||
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.195.587 $ | -73.276 $ | -5,8 % | 1.268.863 $ | -166.717 $ | -11,6 % | 1.435.580 $ | -1.925.021 $ | -57,3 % | 3.360.601 $ | +1.330.605 $ | +65,5 % |
| Brio Consultants, LLC | 3.358.409 $ | +101.673 $ | +3,1 % | 3.256.736 $ | +797.705 $ | +32,4 % | 2.459.031 $ | +90.723 $ | +3,8 % | |||
| Fort Point Capital Partners LLC | 3.327.537 $ | -10.895.432 $ | -76,6 % | |||||||||
| Belpointe Asset Management LLC | 2.110.248 $ | -1.189.450 $ | -36,0 % | 3.299.698 $ | +312.817 $ | +10,5 % | 2.986.881 $ | +1.513.046 $ | +102,7 % | |||
| Hikari Tsushin, Inc. | 3.241.187 $ | -31.324 $ | -1,0 % | 3.272.511 $ | -20.882 $ | -0,6 % | 3.293.393 $ | -5.496 $ | -0,2 % | |||
| Pinnacle Bancorp, Inc. | 3.290.076 $ | +536.595 $ | +19,5 % | 2.753.481 $ | +13.526 $ | +0,5 % | 2.739.955 $ | +473.942 $ | +20,9 % | 2.266.013 $ | +90.826 $ | +4,2 % |
| Topel & Distasi Wealth Management, LLC | 820.353 $ | -12.930 $ | -1,6 % | 833.283 $ | -2.443.220 $ | -74,6 % | 3.276.503 $ | +89.316 $ | +2,8 % | |||
| LFA - Lugano Financial Advisors SA | 3.238.828 $ | -36.759 $ | -1,1 % | 3.275.587 $ | +36.850 $ | +1,1 % | 3.238.737 $ | -144.249 $ | -4,3 % | |||
| JFS WEALTH ADVISORS, LLC | 3.262.164 $ | +371.659 $ | +12,9 % | 2.890.505 $ | -121.979 $ | -4,0 % | 3.012.484 $ | +56.077 $ | +1,9 % | |||
| Macco Financial Group, Inc. | 3.243.129 $ | |||||||||||
| AMG National Trust Bank | 3.226.987 $ | +951.613 $ | +41,8 % | 2.275.374 $ | +266.923 $ | +13,3 % | 2.008.451 $ | +390.575 $ | +24,1 % | |||
| Virtue Capital Management, LLC | 3.224.970 $ | |||||||||||
| Grantham, Mayo, Van Otterloo & Co. LLC | 3.221.134 $ | +464.445 $ | +16,8 % | 2.756.689 $ | +1.256.222 $ | +83,7 % | 1.500.467 $ | |||||
| Mutual Advisors, LLC | 3.219.398 $ | +835.190 $ | +35,0 % | 2.384.208 $ | -56.459 $ | -2,3 % | 2.440.667 $ | +3.941 $ | +0,2 % | |||
| Bull Street Advisors, LLC | 3.070.000 $ | -140.000 $ | -4,4 % | 3.210.000 $ | +46.000 $ | +1,5 % | 3.164.000 $ | -28.000 $ | -0,9 % | 3.192.000 $ | +75.000 $ | +2,4 % |
| Ballast Rock Private Wealth LLC | 3.195.097 $ | +538.876 $ | +20,3 % | 2.656.221 $ | +826.173 $ | +45,1 % | 1.830.048 $ | |||||
| Compass Wealth Management, LLC/GA | 3.189.082 $ | -1.786.110 $ | -35,9 % | |||||||||
| MEITAV INVESTMENT HOUSE LTD | 3.180.130 $ | +2.192.732 $ | +222,1 % | 987.398 $ | -19.815 $ | -2,0 % | 1.007.213 $ | +168.076 $ | +20,0 % | |||
| LJI Wealth Management, LLC | 2.403.848 $ | -305.548 $ | -11,3 % | 2.709.396 $ | -455.692 $ | -14,4 % | 3.165.088 $ | +566.270 $ | +21,8 % | |||
| NOMURA ASSET MANAGEMENT CO LTD | 3.156.296 $ | |||||||||||
| High Probability Advisors, LLC | 3.155.753 $ | |||||||||||
| COGENT STRATEGIC WEALTH LLC | 3.147.820 $ | +6.975 $ | +0,2 % | 3.140.845 $ | +233.355 $ | +8,0 % | 2.907.490 $ | |||||
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 3.118.000 $ | +149.000 $ | +5,0 % | 2.969.000 $ | +580.000 $ | +24,3 % | 2.389.000 $ | +874.000 $ | +57,7 % | |||
| AXS Investments LLC | 1.711.423 $ | -1.379.638 $ | -44,6 % | 3.091.061 $ | -65.834 $ | -2,1 % | ||||||
| Blom & Howell Financial Planning, Inc. | 2.070.828 $ | -242.168 $ | -10,5 % | 2.312.996 $ | -772.730 $ | -25,0 % | 3.085.726 $ | |||||
| PINNACLE ASSOCIATES LTD | 2.817.035 $ | -206.235 $ | -6,8 % | 3.023.270 $ | +13.897 $ | +0,5 % | 3.009.373 $ | -74.999 $ | -2,4 % | 3.084.372 $ | -43.806 $ | -1,4 % |
| Northstar Advisory Group, LLC | 3.065.753 $ | |||||||||||
| Pinnacle Wealth Management Advisory Group, LLC | 2.931.851 $ | -286 $ | -0,0 % | 2.932.137 $ | -74.505 $ | -2,5 % | 3.006.642 $ | -43.677 $ | -1,4 % | |||
| Fifth Third Wealth Advisors LLC | 2.989.204 $ | +409.855 $ | +15,9 % | 2.579.349 $ | -66.961 $ | -2,5 % | 2.646.310 $ | +333.333 $ | +14,4 % | |||
| Strategies Wealth Advisors, LLC | 2.988.100 $ | +2.683.337 $ | +880,5 % | 304.763 $ | ||||||||
| Edgestream Partners, L.P. | 2.984.144 $ | +1.535.665 $ | +106,0 % | 1.448.479 $ | -2.449.167 $ | -62,8 % | ||||||
| Aptus Capital Advisors, LLC | 1.573.247 $ | -1.398.379 $ | -47,1 % | 2.971.626 $ | +1.881.624 $ | +172,6 % | 1.090.002 $ | +63.145 $ | +6,1 % | |||
| Vigilare Wealth Management | 2.970.923 $ | +890.913 $ | +42,8 % | 2.080.010 $ | -171.655 $ | -7,6 % | 2.251.665 $ | -89.129 $ | -3,8 % | |||
| Legacy Wealth Asset Management, LLC | 2.953.145 $ | +1.346.855 $ | +83,8 % | 1.606.290 $ | +71.406 $ | +4,7 % | 1.534.884 $ | +81.182 $ | +5,6 % | 1.453.702 $ | +20.091 $ | +1,4 % |
| One Wealth Map LLC | 546.336 $ | -1.140.388 $ | -67,6 % | 1.686.724 $ | -1.250.687 $ | -42,6 % | 2.937.411 $ | |||||
| Quantum Capital Management, LLC / NJ | 2.905.540 $ | +336.816 $ | +13,1 % | 2.568.724 $ | -201.511 $ | -7,3 % | 2.770.235 $ | -31.038 $ | -1,1 % | |||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2.890.292 $ | +105.407 $ | +3,8 % | 2.784.885 $ | +872.834 $ | +45,6 % | 1.912.051 $ | +259.213 $ | +15,7 % | |||
| Ameritas Advisory Services, LLC | 2.845.050 $ | +1.210.754 $ | +74,1 % | 1.634.296 $ | -27.846 $ | -1,7 % | 1.662.142 $ | +1.451.811 $ | +690,3 % | |||
| Centurion Wealth Management LLC | 2.838.975 $ | |||||||||||
| Financial Engines Advisors L.L.C. | 2.591.731 $ | +36.609 $ | +1,4 % | 2.555.122 $ | -282.991 $ | -10,0 % | 2.838.113 $ | -426.090 $ | -13,1 % | |||
| SHAYNE & JACOBS, LLC | 2.803.537 $ | +93.406 $ | +3,4 % | 2.710.131 $ | +418.647 $ | +18,3 % | 2.291.484 $ | -14.622 $ | -0,6 % | 2.306.106 $ | -3.848 $ | -0,2 % |
| Carroll Advisory Group, LLC | 2.791.680 $ | +30.808 $ | +1,1 % | 2.760.872 $ | +349.243 $ | +14,5 % | 2.411.629 $ | -96.987 $ | -3,9 % | 2.508.616 $ | ||
| FIDUCIARY TRUST CO | 2.781.555 $ | +123.898 $ | +4,7 % | 2.657.657 $ | +309.959 $ | +13,2 % | 2.347.698 $ | +337.053 $ | +16,8 % | |||
| Arsenal Capital Advisors LLC | 2.771.774 $ | +492.562 $ | +21,6 % | 2.279.212 $ | +390.360 $ | +20,7 % | 1.888.852 $ | |||||
| Essex Bank | 2.241.810 $ | -296.580 $ | -11,7 % | 2.538.390 $ | -102.257 $ | -3,9 % | 2.640.647 $ | -46.651 $ | -1,7 % | 2.687.298 $ | +176.626 $ | +7,0 % |
| Trivium Point Advisory, LLC | 2.319.506 $ | +1.898.368 $ | +450,8 % | 421.138 $ | -2.263.726 $ | -84,3 % | 2.684.864 $ | +648.947 $ | +31,9 % | |||
| INDEPENDENT FINANCIAL GROUP, LLC | 1.839.384 $ | -95.761 $ | -4,9 % | 1.935.145 $ | -725.846 $ | -27,3 % | 2.660.991 $ | +1.730.638 $ | +186,0 % | 930.353 $ | +544.720 $ | +141,3 % |
| IRON Financial LLC | 2.356.495 $ | -244.114 $ | -9,4 % | 2.600.609 $ | -50.923 $ | -1,9 % | 2.651.532 $ | -206.425 $ | -7,2 % | |||
| Verity Asset Management, Inc. | 2.630.792 $ | +412.656 $ | +18,6 % | 2.218.136 $ | ||||||||
| Evansbrook LLC | 2.480.461 $ | -101.565 $ | -3,9 % | 2.582.026 $ | -24.954 $ | -1,0 % | 2.606.980 $ | -16.636 $ | -0,6 % | 2.623.616 $ | ||
| Kovack Advisors, Inc. | 2.473.055 $ | -107.110 $ | -4,2 % | 2.580.165 $ | +104.838 $ | +4,2 % | 2.475.327 $ | +689.306 $ | +38,6 % | |||
| WFA of San Diego, LLC | 2.579.068 $ | +144.858 $ | +6,0 % | 2.434.210 $ | +216.249 $ | +9,7 % | 2.217.961 $ | +263.189 $ | +13,5 % | |||
| Whitcomb & Hess, Inc. | 2.569.758 $ | +39.103 $ | +1,5 % | 2.530.655 $ | -2.959 $ | -0,1 % | 2.533.614 $ | +36.040 $ | +1,4 % | 2.497.574 $ | +50.211 $ | +2,1 % |
| Prospera Financial Services Inc | 2.555.282 $ | +152.817 $ | +6,4 % | 2.402.465 $ | +470.174 $ | +24,3 % | 1.932.291 $ | -144.532 $ | -7,0 % | |||
| Axiom Financial Strategies, LLC | 2.553.163 $ | +57.275 $ | +2,3 % | 2.495.888 $ | -52.590 $ | -2,1 % | 2.548.478 $ | -1.399.211 $ | -35,4 % | |||
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 2.545.577 $ | +702.403 $ | +38,1 % | 1.843.174 $ | -115.138 $ | -5,9 % | 1.958.312 $ | -335 $ | -0,0 % | |||
| Vanguard National Trust Co | 2.543.758 $ | +400.172 $ | +18,7 % | 2.143.586 $ | ||||||||
| Ashton Thomas Private Wealth, LLC | 2.539.029 $ | +583.197 $ | +29,8 % | 1.955.832 $ | +295.437 $ | +17,8 % | 1.660.395 $ | -34.565 $ | -2,0 % | |||
| GLENMEDE TRUST CO NA | 2.533.286 $ | +326.084 $ | +14,8 % | 2.207.202 $ | -104.107 $ | -4,5 % | 2.311.309 $ | |||||
| RETIREMENT PLANNING GROUP, LLC / NY | 2.530.124 $ | +273.187 $ | +12,1 % | 2.256.937 $ | -179.263 $ | -7,4 % | 2.436.200 $ | +28.060 $ | +1,2 % | |||
| TRUSTMARK BANK TRUST DEPARTMENT | 1.669.968 $ | -836.340 $ | -33,4 % | 2.506.308 $ | -20.539 $ | -0,8 % | 2.526.847 $ | -192.483 $ | -7,1 % | |||
| Cascades Capital Asset Management, LLC | 2.514.017 $ | +220.985 $ | +9,6 % | 2.293.032 $ | ||||||||
| Mayflower Financial Advisors, LLC | 1.632.136 $ | -873.179 $ | -34,9 % | 2.505.315 $ | +529.422 $ | +26,8 % | 1.975.893 $ | -9.497 $ | -0,5 % | |||
| Oath Planning, LLC | 2.274.388 $ | -229.879 $ | -9,2 % | 2.504.267 $ | +146.971 $ | +6,2 % | 2.357.296 $ | +35.402 $ | +1,5 % | 2.321.894 $ | ||
| Wilmington Savings Fund Society, FSB | 2.503.905 $ | +40.867 $ | +1,7 % | 2.463.038 $ | +484.612 $ | +24,5 % | 1.978.426 $ | +42.275 $ | +2,2 % | |||
| PGIM Custom Harvest LLC | 2.493.318 $ | +320.054 $ | +14,7 % | 2.173.264 $ | -101.579 $ | -4,5 % | 2.274.843 $ | +49.245 $ | +2,2 % | |||
| NWAM LLC | 2.478.316 $ | +440.774 $ | +21,6 % | 2.037.542 $ | +17.333 $ | +0,9 % | 2.020.209 $ | -51.487 $ | -2,5 % | |||
| Lotus Asset Management LLC | 2.476.495 $ | +38.008 $ | +1,6 % | 2.438.487 $ | ||||||||
| Western Wealth Management, LLC | 2.121.988 $ | -350.459 $ | -14,2 % | 2.472.447 $ | ||||||||
| Stirlingshire Investments, Inc. | 2.393.778 $ | -77.536 $ | -3,1 % | 2.471.314 $ | +90.920 $ | +3,8 % | 2.380.394 $ | |||||
| McCartney Wealth Management LLC | 2.469.679 $ | +32.835 $ | +1,3 % | 2.436.844 $ | +132.245 $ | +5,7 % | 2.304.599 $ | |||||
| FORMULATE FINANCIAL LLC | 2.459.784 $ | +316.623 $ | +14,8 % | 2.143.161 $ | -101.087 $ | -4,5 % | 2.244.248 $ | +48.582 $ | +2,2 % | |||
| Talon Private Wealth, LLC | 2.280.892 $ | -143.896 $ | -5,9 % | 2.424.788 $ | ||||||||
| Kassira Wealth Management LLC | 2.423.075 $ | +144.096 $ | +6,3 % | 2.278.979 $ | +211.094 $ | +10,2 % | 2.067.885 $ | +234.569 $ | +12,8 % | |||
| Landmark Wealth Management, LLC | 2.422.527 $ | +321.906 $ | +15,3 % | 2.100.621 $ | +434.620 $ | +26,1 % | 1.666.001 $ | +44.632 $ | +2,8 % | |||
| FLAGSHIP HARBOR ADVISORS, LLC | 2.414.058 $ | +407.537 $ | +20,3 % | 2.006.521 $ | +1.863.907 $ | +1.307,0 % | 142.614 $ | -2.212.996 $ | -93,9 % | |||
| Asset One Wealth Management LLC | 2.357.396 $ | |||||||||||
| ROTHSCHILD INVESTMENT LLC | 2.352.560 $ | +50.381 $ | +2,2 % | 2.302.179 $ | +22.105 $ | +1,0 % | 2.280.074 $ | -61.101 $ | -2,6 % | |||
| Manhattan West Asset Management, LLC | 2.155.601 $ | -189.189 $ | -8,1 % | 2.344.790 $ | +563.542 $ | +31,6 % | 1.781.248 $ | -530.509 $ | -22,9 % | |||
| Flatrock Wealth Partners LLC | 2.334.444 $ | +492.104 $ | +26,7 % | 1.842.340 $ | +11.209 $ | +0,6 % | 1.831.131 $ | |||||
| Janus Henderson Group Ltd. | 2.132.664 $ | -182.132 $ | -7,9 % | 2.314.796 $ | +61.750 $ | +2,7 % | ||||||
| Oakmont Advisory Group, LLC | 2.292.241 $ | -17.706 $ | -0,8 % | 2.309.947 $ | +10.522 $ | +0,5 % | 2.299.425 $ | |||||
| Archer Investment Management, LLC | 1.001.421 $ | -76.017 $ | -7,1 % | 1.077.438 $ | -1.224.363 $ | -53,2 % | 2.301.801 $ | -263.915 $ | -10,3 % | |||
| Compass Ion Advisors, LLC | 2.284.979 $ | +207.835 $ | +10,0 % | 2.077.144 $ | -105.827 $ | -4,8 % | 2.182.971 $ | -64.272 $ | -2,9 % | |||
| United Community Bank | 2.206.424 $ | -76.679 $ | -3,4 % | 2.283.103 $ | +1.338.143 $ | +141,6 % | ||||||
| AXXCESS WEALTH MANAGEMENT, LLC | 2.266.344 $ | +966.358 $ | +74,3 % | 1.299.986 $ | +47.667 $ | +3,8 % | 1.252.319 $ | -361.305 $ | -22,4 % | |||
| Key Capital Management, INC | 2.251.819 $ | +220.533 $ | +10,9 % | 2.031.286 $ | +1.432.329 $ | +239,1 % | 598.957 $ | |||||
| CATALYST PRIVATE WEALTH, LLC | 1.763.975 $ | -480.858 $ | -21,4 % | 2.244.833 $ | +419.612 $ | +23,0 % | 1.825.221 $ | +45.592 $ | +2,6 % | 1.779.629 $ | +162.133 $ | +10,0 % |
| Rothschild Wealth LLC | 2.238.564 $ | +1.417.727 $ | +172,7 % | 820.837 $ | -26.693 $ | -3,1 % | 847.530 $ | +10.772 $ | +1,3 % | |||
| Savvy Advisors, Inc. | 1.994.338 $ | +177.019 $ | +9,7 % | 1.817.319 $ | -408.548 $ | -18,4 % | 2.225.867 $ | -629.088 $ | -22,0 % | |||
| Stonehearth Capital Management, LLC | 1.924.780 $ | -15.898 $ | -0,8 % | 1.940.678 $ | -35.787 $ | -1,8 % | 1.976.465 $ | -234.449 $ | -10,6 % | 2.210.914 $ | +67.507 $ | +3,1 % |
| GOULD ASSET MANAGEMENT LLC /CA/ | 1.576.879 $ | -450.332 $ | -22,2 % | 2.027.211 $ | -171.700 $ | -7,8 % | 2.198.911 $ | +1.019.066 $ | +86,4 % | |||
| Clarity Capital Advisors, LLC | 2.180.316 $ | +139.727 $ | +6,8 % | 2.040.589 $ | +272.757 $ | +15,4 % | 1.767.832 $ | +182.909 $ | +11,5 % | |||
| Investment Advisory Group, LLC | 2.169.769 $ | +664.756 $ | +44,2 % | 1.505.013 $ | +251.324 $ | +20,0 % | 1.253.689 $ | +206.745 $ | +19,7 % | |||
| Jupiter Topco LLC | 2.168.518 $ | |||||||||||
| BENNINGFIELD FINANCIAL ADVISORS, LLC | 2.114.021 $ | -20.430 $ | -1,0 % | 2.134.451 $ | -13.620 $ | -0,6 % | 2.148.071 $ | -3.585 $ | -0,2 % | |||
| Kingsview Wealth Management, LLC | 2.135.207 $ | +1.122.039 $ | +110,7 % | 1.013.168 $ | -1.033.657 $ | -50,5 % | 2.046.825 $ | +477.606 $ | +30,4 % | |||
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 2.123.457 $ | +152.292 $ | +7,7 % | 1.971.165 $ | +24.639 $ | +1,3 % | 1.946.526 $ | -50.972 $ | -2,6 % | |||
| Itau Unibanco Holding S.A. | 2.123.280 $ | |||||||||||
| HANCOCK WHITNEY CORP | 1.754.360 $ | -361.997 $ | -17,1 % | 2.116.357 $ | +2.146 $ | +0,1 % | 2.114.211 $ | +188.268 $ | +9,8 % | |||
| Financial & Tax Architects, LLC | 2.086.561 $ | |||||||||||
| Avior Wealth Management, LLC | 1.728.961 $ | -42.603 $ | -2,4 % | 1.771.564 $ | -255.022 $ | -12,6 % | 2.026.586 $ | -19.020 $ | -0,9 % | 2.045.606 $ | +70.886 $ | +3,6 % |
| Sequoia Financial Advisors, LLC | 2.042.977 $ | +207.580 $ | +11,3 % | 1.835.397 $ | -94.426 $ | -4,9 % | 1.929.823 $ | -325.656 $ | -14,4 % | |||
| SOUTH PLAINS FINANCIAL, INC. | 1.807.517 $ | -6.158 $ | -0,3 % | 1.813.675 $ | -228.827 $ | -11,2 % | 2.042.502 $ | -95.683 $ | -4,5 % | |||
| Rathbones Group PLC | 998.826 $ | -1.018.132 $ | -50,5 % | 2.016.958 $ | -12.870 $ | -0,6 % | 2.029.828 $ | |||||
| Neuberger Berman Group LLC | 2.025.207 $ | +308.494 $ | +18,0 % | 1.716.713 $ | -80.973 $ | -4,5 % | 1.797.686 $ | +38.916 $ | +2,2 % | |||
| ANDERSON HOAGLAND & CO | 1.381.405 $ | -604.725 $ | -30,4 % | 1.986.130 $ | -33.993 $ | -1,7 % | 2.020.123 $ | -8.411 $ | -0,4 % | |||
| D.A. DAVIDSON & CO. | 2.018.767 $ | +11.753 $ | +0,6 % | 2.007.014 $ | +277.914 $ | +16,1 % | 1.729.100 $ | +136.624 $ | +8,6 % | |||
| UPTICK PARTNERS, LLC | 2.017.776 $ | +474.792 $ | +30,8 % | 1.542.984 $ | -337.305 $ | -17,9 % | 1.880.289 $ | +452.128 $ | +31,7 % | |||
| NATIXIS ADVISORS, LLC | 1.847.000 $ | -160.000 $ | -8,0 % | 2.007.000 $ | +288.000 $ | +16,8 % | 1.719.000 $ | +394.000 $ | +29,7 % | |||
| Clarion Wealth Managment Partners, LLC | 946.697 $ | -229.397 $ | -19,5 % | 1.176.094 $ | -830.453 $ | -41,4 % | 2.006.547 $ | -148.581 $ | -6,9 % | |||
| FLOYD FINANCIAL GROUP LLC | 2.001.825 $ | +121.820 $ | +6,5 % | 1.880.005 $ | +18.831 $ | +1,0 % | 1.861.174 $ | |||||
| KINGSWOOD WEALTH ADVISORS, LLC | 253.540 $ | -10.740 $ | -4,1 % | 264.280 $ | -1.722.980 $ | -86,7 % | 1.987.260 $ | +161.459 $ | +8,8 % | |||
| Chandler Asset Management, Inc. | 1.958.431 $ | -4.039 $ | -0,2 % | 1.962.470 $ | -12.523 $ | -0,6 % | 1.974.993 $ | -3.296 $ | -0,2 % | |||
| Addison Capital Co | 1.959.787 $ | +1.264.481 $ | +181,9 % | 695.306 $ | ||||||||
| PACIFIC FINANCIAL GROUP INC | 1.956.683 $ | +730.625 $ | +59,6 % | 1.226.058 $ | -38.426 $ | -3,0 % | 1.264.484 $ | |||||
| VERUS WEALTH MANAGEMENT, LLC | 1.920.896 $ | -19.631 $ | -1,0 % | 1.940.527 $ | +237.685 $ | +14,0 % | 1.702.842 $ | +131.374 $ | +8,4 % | 1.571.468 $ | -24.940 $ | -1,6 % |
| Headlands Technologies LLC | 426.155 $ | -1.507.969 $ | -78,0 % | 1.934.124 $ | +714.069 $ | +58,5 % | 1.220.055 $ | +806.088 $ | +194,7 % | |||
| Parkwoods Wealth Partners, LLC | 1.931.713 $ | +95.846 $ | +5,2 % | 1.835.867 $ | +65.655 $ | +3,7 % | 1.770.212 $ | +210.093 $ | +13,5 % | |||
| LEVEL FOUR ADVISORY SERVICES, LLC | 1.931.698 $ | +732.837 $ | +61,1 % | 1.198.861 $ | +857.380 $ | +251,1 % | 341.481 $ | |||||
| Ares Financial Consulting, LLC | 1.777.716 $ | +278.958 $ | +18,6 % | 1.498.758 $ | -165.599 $ | -9,9 % | 1.664.357 $ | -266.492 $ | -13,8 % | 1.930.849 $ | ||
| Titan Investment Management LLC | 1.930.020 $ | +65.251 $ | +3,5 % | 1.864.769 $ | +722.411 $ | +63,2 % | 1.142.358 $ | |||||
| FIDUCIARY FINANCIAL ADVISORS | 1.921.613 $ | |||||||||||
| FAGAN ASSOCIATES, INC. | 1.736.006 $ | -118.266 $ | -6,4 % | 1.854.272 $ | -20.600 $ | -1,1 % | 1.874.872 $ | -43.727 $ | -2,3 % | 1.918.599 $ | +332.144 $ | +20,9 % |
| McAdam, LLC | 1.915.522 $ | +450.543 $ | +30,8 % | 1.464.979 $ | +719.353 $ | +96,5 % | 745.626 $ | -58.035 $ | -7,2 % | 803.661 $ | +166.322 $ | +26,1 % |
| Royal Fund Management, LLC | 1.885.571 $ | +109.080 $ | +6,1 % | 1.776.491 $ | +301.307 $ | +20,4 % | ||||||
| TWIN FOCUS CAPITAL PARTNERS, LLC | 1.884.977 $ | +242.634 $ | +14,8 % | 1.642.343 $ | ||||||||
| Calamos Wealth Management LLC | 471.015 $ | -106.902 $ | -18,5 % | 577.917 $ | -1.306.557 $ | -69,3 % | 1.884.474 $ | -2.333.982 $ | -55,3 % | |||
| THEORY FINANCIAL LLC | 625.990 $ | -1.245.460 $ | -66,6 % | 1.871.450 $ | -967.314 $ | -34,1 % | ||||||
| CWS Financial Advisors, LLC | 1.845.226 $ | +167.788 $ | +10,0 % | 1.677.438 $ | +45.801 $ | +2,8 % | 1.631.637 $ | -122.225 $ | -7,0 % | 1.753.862 $ | +194.981 $ | +12,5 % |
| Lido Advisors, LLC | 1.839.005 $ | +45.472 $ | +2,5 % | 1.793.533 $ | +743.635 $ | +70,8 % | 1.049.898 $ | +211.884 $ | +25,3 % | |||
| SIGNET FINANCIAL MANAGEMENT, LLC | 1.791.537 $ | -41.762 $ | -2,3 % | 1.833.299 $ | -196.356 $ | -9,7 % | ||||||
| CIBC Bancorp USA Inc. | 1.818.348 $ | +539.098 $ | +42,1 % | 1.279.250 $ | ||||||||
| MAIRS & POWER INC | 1.815.703 $ | +139.130 $ | +8,3 % | 1.676.573 $ | +1.366.459 $ | +440,6 % | ||||||
| Indivisible Partners | 1.808.087 $ | +145.971 $ | +8,8 % | 1.662.116 $ | -22.461 $ | -1,3 % | 1.684.577 $ | |||||
| Blackston Financial Advisory Group, LLC | 1.529.491 $ | -58.423 $ | -3,7 % | 1.587.914 $ | -214.730 $ | -11,9 % | 1.802.644 $ | -289.503 $ | -13,8 % | |||
| Artesa Financial Group, LLC | 1.794.143 $ | +855.918 $ | +91,2 % | 938.225 $ | +77.331 $ | +9,0 % | 860.894 $ | |||||
| ETF Portfolio Partners, Inc. | 1.769.812 $ | +149.308 $ | +9,2 % | 1.620.504 $ | -76.435 $ | -4,5 % | 1.696.939 $ | -280.430 $ | -14,2 % | |||
| Cherry Tree Wealth Management, LLC | 1.724.448 $ | -27.789 $ | -1,6 % | 1.752.237 $ | -16.934 $ | -1,0 % | 1.769.171 $ | +56.851 $ | +3,3 % | 1.712.320 $ | -14.804 $ | -0,9 % |
| Powers Advisory Group, LLC | 1.768.234 $ | +325.662 $ | +22,6 % | 1.442.572 $ | +207.000 $ | +16,8 % | 1.235.572 $ | +308.207 $ | +33,2 % | 927.365 $ | +106.706 $ | +13,0 % |
| CoreCap Advisors, LLC | 805.874 $ | -917.622 $ | -53,2 % | 1.723.496 $ | -25.049 $ | -1,4 % | 1.748.545 $ | -9.588 $ | -0,5 % | 1.758.133 $ | -173.981 $ | -9,0 % |
| One Day In July LLC | 1.549.923 $ | -174.807 $ | -10,1 % | 1.724.730 $ | -20.371 $ | -1,2 % | 1.745.101 $ | +101.392 $ | +6,2 % | |||
| Wick Capital Partners, LLC | 1.744.818 $ | +170.815 $ | +10,9 % | 1.574.003 $ | +628.959 $ | +66,6 % | 945.044 $ | +20.458 $ | +2,2 % | |||
| Atlantic Union Bankshares Corp | 1.739.379 $ | +114.021 $ | +7,0 % | 1.625.358 $ | -10.371 $ | -0,6 % | 1.635.729 $ | -82.510 $ | -4,8 % | |||
| WEDBUSH SECURITIES INC | 1.670.000 $ | -54.000 $ | -3,1 % | 1.724.000 $ | +485.000 $ | +39,1 % | 1.239.000 $ | +226.000 $ | +22,3 % | |||
| PlanVest Financial, Inc | 1.722.913 $ | +78.618 $ | +4,8 % | 1.644.295 $ | ||||||||
| CERTUITY, LLC | 1.053.657 $ | -669.127 $ | -38,8 % | 1.722.784 $ | +766.780 $ | +80,2 % | 956.004 $ | +23.306 $ | +2,5 % | |||
| Werba Rubin Papier Wealth Management | 1.713.613 $ | +790.287 $ | +85,6 % | 923.326 $ | -18.270 $ | -1,9 % | 941.596 $ | -9.331 $ | -1,0 % | |||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.704.351 $ | +114.330 $ | +7,2 % | 1.590.021 $ | +1.312.263 $ | +472,4 % | 277.758 $ | -81.293 $ | -22,6 % | |||
| SHELTON CAPITAL MANAGEMENT | 1.696.571 $ | +222.202 $ | +15,1 % | 1.474.369 $ | ||||||||
| OpenArc Corporate Advisory, LLC | 887.175 $ | -297.909 $ | -25,1 % | 1.185.084 $ | -198.382 $ | -14,3 % | 1.383.466 $ | -310.036 $ | -18,3 % | 1.693.502 $ | ||
| J.W. COLE ADVISORS, INC. | 1.684.749 $ | +129.093 $ | +8,3 % | 1.555.656 $ | +25.984 $ | +1,7 % | 1.529.672 $ | -179.223 $ | -10,5 % | |||
| Chicago Partners Investment Group LLC | 1.666.853 $ | +197.552 $ | +13,4 % | 1.469.301 $ | +23.918 $ | +1,7 % | 1.445.383 $ | -173 $ | -0,0 % | |||
| SUN LIFE FINANCIAL INC | 1.657.000 $ | -3.000 $ | -0,2 % | |||||||||
| SVRN Asset Management, LLC | 1.632.000 $ | -16.247 $ | -1,0 % | 1.648.247 $ | -8.199 $ | -0,5 % | 1.656.446 $ | |||||
| Midwest Trust Co | 1.483.189 $ | -108.256 $ | -6,8 % | 1.591.445 $ | -58.973 $ | -3,6 % | 1.650.418 $ | +117.884 $ | +7,7 % | |||
| Quantinno Capital Management LP | 1.647.230 $ | +554.531 $ | +50,7 % | 1.092.699 $ | +325.915 $ | +42,5 % | 766.784 $ | +275.189 $ | +56,0 % | |||
| Avise Financial Cooperative, Inc. | 1.646.840 $ | +181.672 $ | +12,4 % | 1.465.168 $ | -4.256 $ | -0,3 % | 1.469.424 $ | |||||
| Berkshire Money Management, Inc. | 1.643.288 $ | +6.921 $ | +0,4 % | 1.636.367 $ | ||||||||
| TRITONPOINT WEALTH, LLC | 1.641.105 $ | |||||||||||
| Atomic Invest LLC | 1.625.795 $ | +883.522 $ | +119,0 % | 742.273 $ | +343.551 $ | +86,2 % | 398.722 $ | |||||
| Discipline Wealth Solutions, LLC | 1.469.817 $ | -67.084 $ | -4,4 % | 1.536.901 $ | -27.894 $ | -1,8 % | 1.564.795 $ | -50.618 $ | -3,1 % | 1.615.413 $ | -76.112 $ | -4,5 % |
| PFG Advisors | 1.070.957 $ | -289.878 $ | -21,3 % | 1.360.835 $ | -253.613 $ | -15,7 % | 1.614.448 $ | +65.410 $ | +4,2 % | 1.549.038 $ | +549.497 $ | +55,0 % |
| Ramiah Investment Group | 1.018.022 $ | -590.696 $ | -36,7 % | 1.608.718 $ | +67.991 $ | +4,4 % | 1.540.727 $ | -40.976 $ | -2,6 % | 1.581.703 $ | +223.450 $ | +16,5 % |
| Dorsey & Whitney Trust CO LLC | 1.394.287 $ | +55.901 $ | +4,2 % | 1.338.386 $ | -267.559 $ | -16,7 % | 1.605.945 $ | +114.079 $ | +7,6 % | |||
| Pines Wealth Management, LLC | 1.598.926 $ | +49.877 $ | +3,2 % | 1.549.049 $ | +53.012 $ | +3,5 % | 1.496.037 $ | +428.902 $ | +40,2 % | 1.067.135 $ | +96.587 $ | +10,0 % |
| Wakefield Asset Management LLLP | 1.597.914 $ | -1.646.627 $ | -50,8 % | |||||||||
| SURIENCE PRIVATE WEALTH LLC | 1.595.092 $ | +454.301 $ | +39,8 % | 1.140.791 $ | -94.455 $ | -7,6 % | 1.235.246 $ | -793.948 $ | -39,1 % | |||
| Range Advisory, LLC | 1.478.942 $ | -109.602 $ | -6,9 % | 1.588.544 $ | +1.346.120 $ | +555,3 % | 242.424 $ | |||||
| ARMSTRONG ADVISORY GROUP, INC | 407.329 $ | -1.167.702 $ | -74,1 % | 1.575.031 $ | +465.581 $ | +42,0 % | 1.109.450 $ | +39.680 $ | +3,7 % | 1.069.770 $ | +9.880 $ | +0,9 % |
| Anson Capital, Inc. | 1.568.980 $ | +199.970 $ | +14,6 % | 1.369.010 $ | -56.547 $ | -4,0 % | 1.425.557 $ | +34.296 $ | +2,5 % | |||
| PFG Investments, LLC | 1.567.734 $ | +12.805 $ | +0,8 % | 1.554.929 $ | +488.220 $ | +45,8 % | 1.066.709 $ | -12.146 $ | -1,1 % | |||
| US BANCORP \DE\ | 1.541.029 $ | +625.018 $ | +68,2 % | 916.011 $ | +17.401 $ | +1,9 % | 898.610 $ | -142.018 $ | -13,6 % | |||
| Balefire, LLC | 1.236.265 $ | -150.001 $ | -10,8 % | 1.386.266 $ | -148.040 $ | -9,6 % | 1.534.306 $ | |||||
| WealthShield Partners, LLC | 782.319 $ | -740.920 $ | -48,6 % | 1.523.239 $ | -2.887 $ | -0,2 % | 1.526.126 $ | +141.020 $ | +10,2 % | |||
| Ignite Planners, LLC | 468.054 $ | -1.056.698 $ | -69,3 % | 1.524.752 $ | +20.876 $ | +1,4 % | 1.503.876 $ | +60.406 $ | +4,2 % | 1.443.470 $ | +26.100 $ | +1,8 % |
| Stratos Wealth Partners, LTD. | 895.637 $ | -204.069 $ | -18,6 % | 1.099.706 $ | -422.853 $ | -27,8 % | 1.522.559 $ | +1.183.271 $ | +348,8 % | |||
| Compound Planning, Inc. | 1.119.232 $ | -293.314 $ | -20,8 % | 1.412.546 $ | -108.814 $ | -7,2 % | 1.521.360 $ | +442.680 $ | +41,0 % | |||
| Compagnie Lombard Odier SCmA | 1.262.684 $ | -252.382 $ | -16,7 % | 1.515.066 $ | +158.066 $ | +11,6 % | 1.357.000 $ | -112.092 $ | -7,6 % | |||
| Rakuten Investment Management, Inc. | 660.714 $ | -847.204 $ | -56,2 % | 1.507.918 $ | +753.959 $ | +100,0 % | 753.959 $ | +0 $ | +0,0 % | |||
| Running Point Capital Advisors, LLC | 1.503.189 $ | +64.578 $ | +4,5 % | |||||||||
| JIM SAULNIER & ASSOCIATES, LLC | 1.436.803 $ | -64.394 $ | -4,3 % | 1.501.197 $ | +264.165 $ | +21,4 % | ||||||
| Privatperson | 1.476.151 $ | -14.266 $ | -1,0 % | 1.490.417 $ | -9.511 $ | -0,6 % | 1.499.928 $ | -2.503 $ | -0,2 % | |||
| LCNB CORP | 1.493.433 $ | +176.127 $ | +13,4 % | 1.317.306 $ | -36.872 $ | -2,7 % | 1.354.178 $ | +70.376 $ | +5,5 % | |||
| Silver Oak Advisory Group, Inc. | 1.289.000 $ | -181.000 $ | -12,3 % | 1.470.000 $ | -23.000 $ | -1,5 % | 1.493.000 $ | +235.000 $ | +18,7 % | |||
| ENTREWEALTH, LLC | 1.099.487 $ | -386.660 $ | -26,0 % | 1.486.147 $ | +747.846 $ | +101,3 % | 738.301 $ | |||||
| SEI INVESTMENTS CO | 1.484.309 $ | +247.279 $ | +20,0 % | 1.237.030 $ | ||||||||
| SkyOak Wealth, LLC | 1.238.344 $ | -99.210 $ | -7,4 % | 1.337.554 $ | -110.839 $ | -7,7 % | 1.448.393 $ | +299.062 $ | +26,0 % | |||
| Pioneer Wealth Management Group | 1.349.534 $ | -97.433 $ | -6,7 % | 1.446.967 $ | +150.167 $ | +11,6 % | 1.296.800 $ | +331.961 $ | +34,4 % | 964.839 $ | +40.606 $ | +4,4 % |
| American Investment Services, Inc. | 1.436.173 $ | +172.764 $ | +13,7 % | 1.263.409 $ | -104.093 $ | -7,6 % | 1.367.502 $ | -221.548 $ | -13,9 % | |||
| PFW Advisors LLC | 1.425.536 $ | -6.233 $ | -0,4 % | 1.431.769 $ | +147.702 $ | +11,5 % | 1.284.067 $ | -61.493 $ | -4,6 % | 1.345.560 $ | -1.712 $ | -0,1 % |
| Welch Group, LLC | 1.430.076 $ | +184.079 $ | +14,8 % | 1.245.997 $ | -63.406 $ | -4,8 % | 1.309.403 $ | +28.346 $ | +2,2 % | |||
| Cornerstone Wealth Management, LLC | 1.424.061 $ | +73.223 $ | +5,4 % | 1.350.838 $ | +363.884 $ | +36,9 % | 986.954 $ | +115.993 $ | +13,3 % | |||
| Gibraltar Capital Management, Inc. | 1.422.367 $ | +107.620 $ | +8,2 % | 1.314.747 $ | +258.979 $ | +24,5 % | 1.055.768 $ | +191.744 $ | +22,2 % | |||
| Rockwood Wealth Management, LLC | 1.422.281 $ | +416.216 $ | +41,4 % | 1.006.065 $ | +49.073 $ | +5,1 % | 956.992 $ | +320.320 $ | +50,3 % | |||
| Continuum Advisory, LLC | 1.414.828 $ | +288.060 $ | +25,6 % | 1.126.768 $ | -48.820 $ | -4,2 % | 1.175.588 $ | +29.077 $ | +2,5 % | |||
| ENDEAVOR PRIVATE WEALTH, INC. | 1.409.075 $ | +181.376 $ | +14,8 % | 1.227.699 $ | -57.907 $ | -4,5 % | 1.285.606 $ | +27.830 $ | +2,2 % | |||
| Compass Financial Group, INC/SD | 1.399.736 $ | +21.484 $ | +1,6 % | 1.378.252 $ | +177.409 $ | +14,8 % | 1.200.843 $ | -56.641 $ | -4,5 % | 1.257.484 $ | +27.222 $ | +2,2 % |
| PW Nova Financial Services LLC | 1.398.298 $ | +1.058.923 $ | +312,0 % | 339.375 $ | ||||||||
| LifeWealth Investments, LLC | 1.368.134 $ | -24.274 $ | -1,7 % | 1.392.408 $ | +138.440 $ | +11,0 % | 1.253.968 $ | +862.885 $ | +220,6 % | 391.083 $ | -423.446 $ | -52,0 % |
| HARBOR CAPITAL ADVISORS, INC. | 448.000 $ | -943.000 $ | -67,8 % | 1.391.000 $ | +1.106.000 $ | +388,1 % | 285.000 $ | |||||
| VOISARD ASSET MANAGEMENT GROUP, INC. | 1.390.494 $ | +919.361 $ | +195,1 % | 471.133 $ | -165.040 $ | -25,9 % | 636.173 $ | +56.769 $ | +9,8 % | 579.404 $ | +39.434 $ | +7,3 % |
| TWO SIGMA SECURITIES, LLC | 1.386.308 $ | +804.914 $ | +138,4 % | 581.394 $ | -1.927.260 $ | -76,8 % | ||||||
| Indiana Trust & Investment Management Co | 1.380.284 $ | +177.670 $ | +14,8 % | 1.202.614 $ | -56.724 $ | -4,5 % | 1.259.338 $ | -87.934 $ | -6,5 % | |||
| Arkadios Wealth Advisors | 1.259.620 $ | -119.473 $ | -8,7 % | 1.379.093 $ | +554.048 $ | +67,2 % | 825.045 $ | +70.772 $ | +9,4 % | |||
| Leo Wealth, LLC | 1.375.656 $ | +142.112 $ | +11,5 % | 1.233.544 $ | ||||||||
| Tenon Financial LLC | 1.371.455 $ | +35.263 $ | +2,6 % | 1.336.192 $ | -12.913 $ | -1,0 % | 1.349.105 $ | -8.609 $ | -0,6 % | 1.357.714 $ | -2.266 $ | -0,2 % |
| Roehl & Yi Investment Advisors, LLC | 1.367.109 $ | |||||||||||
| WHITTIER TRUST CO | 1.025.999 $ | -8.200 $ | -0,8 % | 1.034.199 $ | -332.709 $ | -24,3 % | 1.366.908 $ | -16.729 $ | -1,2 % | |||
| E&G Advisors, LLC | 1.286.125 $ | -52.662 $ | -3,9 % | 1.338.787 $ | -12.938 $ | -1,0 % | 1.351.725 $ | -8.626 $ | -0,6 % | 1.360.351 $ | -2.270 $ | -0,2 % |
| Argent Trust Co | 1.358.941 $ | +25.340 $ | +1,9 % | 1.333.601 $ | +45.837 $ | +3,6 % | 1.287.764 $ | +302.975 $ | +30,8 % | |||
| Schulz Wealth, LTD. | 1.349.285 $ | +127.432 $ | +10,4 % | 1.221.853 $ | +62 $ | +0,0 % | ||||||
| TMB Capital Partners, LLC | 1.344.315 $ | +3.582 $ | +0,3 % | 1.340.733 $ | +189.096 $ | +16,4 % | 1.151.637 $ | +236.865 $ | +25,9 % | 914.772 $ | ||
| KICKSTAND VENTURES, LLC. | 581.873 $ | -751.242 $ | -56,4 % | 1.333.115 $ | +35.095 $ | +2,7 % | 1.298.020 $ | -30.969 $ | -2,3 % | |||
| Accurate Wealth Management, LLC | 1.331.180 $ | +276.798 $ | +26,3 % | 1.054.382 $ | ||||||||
| Clarity Wealth Advisors, LLC | 1.212.116 $ | -113.826 $ | -8,6 % | 1.325.942 $ | ||||||||
| Lynx Investment Advisory | 1.322.332 $ | |||||||||||
| Gladstone Institutional Advisory LLC | 1.260.340 $ | +394.212 $ | +45,5 % | 866.128 $ | +98.675 $ | +12,9 % | 767.453 $ | -150.174 $ | -16,4 % | |||
| Lord & Richards Wealth Management, LLC | 1.060.047 $ | -197.332 $ | -15,7 % | 1.257.379 $ | +72.612 $ | +6,1 % | 1.184.767 $ | -7.637 $ | -0,6 % | 1.192.404 $ | +36.038 $ | +3,1 % |
| TritonPoint Partners, LLC | 578.872 $ | -53.605 $ | -8,5 % | 632.477 $ | -617.008 $ | -49,4 % | 1.249.485 $ | |||||
| Aspire Private Capital, LLC | 823.267 $ | +129.277 $ | +18,6 % | 693.990 $ | -553.476 $ | -44,4 % | 1.247.466 $ | -1.284.468 $ | -50,7 % | |||
| BAILARD, INC. | 295.244 $ | -229.136 $ | -43,7 % | 524.380 $ | -716.095 $ | -57,7 % | 1.240.475 $ | +896.743 $ | +260,9 % | |||
| HSBC HOLDINGS PLC | 1.235.749 $ | +10.031 $ | +0,8 % | 1.225.718 $ | +236.872 $ | +24,0 % | 988.846 $ | |||||
| HUNTINGTON NATIONAL BANK | 1.232.607 $ | +51.875 $ | +4,4 % | 1.180.732 $ | +387.699 $ | +48,9 % | 793.033 $ | -592.713 $ | -42,8 % | |||
| Choate Investment Advisors | 1.230.972 $ | +1.227.856 $ | +39.404,9 % | 3.116 $ | ||||||||
| Bluespring Wealth Management, LLC | 1.225.387 $ | |||||||||||
| Breakwater Investment Management | 441.609 $ | -701.365 $ | -61,4 % | 1.142.974 $ | -67.916 $ | -5,6 % | 1.210.890 $ | -7.727 $ | -0,6 % | 1.218.617 $ | -162.948 $ | -11,8 % |
| TrueWealth Advisors, LLC | 1.191.417 $ | -24.633 $ | -2,0 % | 1.216.050 $ | +104.847 $ | +9,4 % | 1.111.203 $ | |||||
| Crane Advisory, LLC | 1.214.112 $ | +35.790 $ | +3,0 % | 1.178.322 $ | +76.400 $ | +6,9 % | 1.101.922 $ | +7.030 $ | +0,6 % | 1.094.892 $ | +37.910 $ | +3,6 % |
| Disciplined Investments, LLC | 1.179.969 $ | -31.196 $ | -2,6 % | 1.211.165 $ | +180.631 $ | +17,5 % | 1.030.534 $ | +340.622 $ | +49,4 % | |||
| Patriot Financial Group Insurance Agency, LLC | 228.850 $ | -13.488 $ | -5,6 % | 242.338 $ | -952.166 $ | -79,7 % | 1.194.504 $ | +570.343 $ | +91,4 % | 624.161 $ | -50.551 $ | -7,5 % |
| STUDIO INVESTMENT MANAGEMENT LLC | 1.120.147 $ | +24.957 $ | +2,3 % | 1.095.190 $ | -97.704 $ | -8,2 % | 1.192.894 $ | -213.638 $ | -15,2 % | |||
| GOLDEN ROAD ADVISORS LLC | 1.192.294 $ | +153.472 $ | +14,8 % | 1.038.822 $ | -48.999 $ | -4,5 % | 1.087.821 $ | +23.549 $ | +2,2 % | |||
| BETO FINANCIAL GROUP, LLC | 1.190.291 $ | +373.370 $ | +45,7 % | 816.921 $ | ||||||||
| Modera Wealth Management, LLC | 1.186.724 $ | +79.132 $ | +7,1 % | 1.107.592 $ | +33.051 $ | +3,1 % | 1.074.541 $ | +33.647 $ | +3,2 % | |||
| BECKER CAPITAL MANAGEMENT INC | 1.178.746 $ | +151.728 $ | +14,8 % | 1.027.018 $ | -48.442 $ | -4,5 % | 1.075.460 $ | +23.282 $ | +2,2 % | |||
| IEQ CAPITAL, LLC | 1.068.136 $ | -108.574 $ | -9,2 % | 1.176.710 $ | +125.343 $ | +11,9 % | 1.051.367 $ | +356.563 $ | +51,3 % | |||
| TSA Wealth Managment LLC | 363.360 $ | -709.475 $ | -66,1 % | 1.072.835 $ | -103.708 $ | -8,8 % | 1.176.543 $ | -78.300 $ | -6,2 % | |||
| Wells Financial Advisors INC | 424.066 $ | -345.916 $ | -44,9 % | 769.982 $ | -402.848 $ | -34,3 % | 1.172.830 $ | -386.389 $ | -24,8 % | |||
| Forza Wealth Management, LLC | 816.584 $ | -290.176 $ | -26,2 % | 1.106.760 $ | -10.696 $ | -1,0 % | 1.117.456 $ | -46.025 $ | -4,0 % | 1.163.481 $ | -1.941 $ | -0,2 % |
| Pacific Capital Wealth Advisors, Inc. | 1.161.080 $ | +460.236 $ | +65,7 % | 700.844 $ | +80.568 $ | +13,0 % | 620.276 $ | -46.597 $ | -7,0 % | |||
| Segment Wealth Management, LLC | 1.159.777 $ | +149.286 $ | +14,8 % | 1.010.491 $ | -47.662 $ | -4,5 % | 1.058.153 $ | |||||
| Clarius Group, LLC | 1.156.119 $ | +25.028 $ | +2,2 % | |||||||||
| STEPHENS INC /AR/ | 1.149.225 $ | +393.178 $ | +52,0 % | 756.047 $ | ||||||||
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1.147.944 $ | +701.132 $ | +156,9 % | 446.812 $ | ||||||||
| Composition Wealth, LLC | 1.146.282 $ | +112.780 $ | +10,9 % | 1.033.502 $ | -47.903 $ | -4,4 % | 1.081.405 $ | +24.556 $ | +2,3 % | |||
| DAYMARK WEALTH PARTNERS, LLC | 1.137.589 $ | +146.431 $ | +14,8 % | 991.158 $ | -46.751 $ | -4,5 % | 1.037.909 $ | +22.469 $ | +2,2 % | |||
| BOKF, NA | 1.052.026 $ | +43.130 $ | +4,3 % | 1.008.896 $ | -121.204 $ | -10,7 % | 1.130.100 $ | +1.101.586 $ | +3.863,3 % | |||
| Western Reserve Capital Management, LLC | 1.128.441 $ | +102.189 $ | +10,0 % | 1.026.252 $ | +484.109 $ | +89,3 % | 542.143 $ | -13.768 $ | -2,5 % | 555.911 $ | ||
| KING LUTHER CAPITAL MANAGEMENT CORP | 1.057.924 $ | -60.306 $ | -5,4 % | 1.118.230 $ | +207.354 $ | +22,8 % | 910.876 $ | +58.150 $ | +6,8 % | |||
| Winch Advisory Services, LLC | 1.117.733 $ | +4.360 $ | +0,4 % | 1.113.373 $ | +1.009 $ | +0,1 % | 1.112.364 $ | +142.433 $ | +14,7 % | |||
| Horizon Family Wealth, Inc. | 1.111.913 $ | +552.480 $ | +98,8 % | 559.433 $ | +78.081 $ | +16,2 % | 481.352 $ | |||||
| MONETA GROUP INVESTMENT ADVISORS LLC | 1.111.408 $ | +93.735 $ | +9,2 % | 1.017.673 $ | +95.876 $ | +10,4 % | 921.797 $ | +167.962 $ | +22,3 % | |||
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 1.103.738 $ | +15.966 $ | +1,5 % | 1.087.772 $ | +57.690 $ | +5,6 % | 1.030.082 $ | +152.984 $ | +17,4 % | 877.098 $ | ||
| Nicht ausgewiesen | 1.100.840 $ | +141.700 $ | +14,8 % | 959.140 $ | -45.240 $ | -4,5 % | 1.004.380 $ | +21.742 $ | +2,2 % | |||
| Whalen Wealth Management Inc. | 1.100.544 $ | +871.398 $ | +380,3 % | |||||||||
| GREAT VALLEY ADVISOR GROUP, INC. | 1.083.912 $ | -12.477 $ | -1,1 % | 1.096.389 $ | +334.620 $ | +43,9 % | 761.769 $ | +2.453 $ | +0,3 % | |||
| Blossom Wealth Management | 1.034.620 $ | -44.700 $ | -4,1 % | 1.079.320 $ | +35.333 $ | +3,4 % | 1.043.987 $ | -53.686 $ | -4,9 % | |||
| CARDIFF PARK ADVISORS, LLC | 1.076.605 $ | +3.521 $ | +0,3 % | 1.073.084 $ | -2.727 $ | -0,3 % | 1.075.811 $ | +5.535 $ | +0,5 % | |||
| LANARK FINANCIAL, INC. | 1.067.202 $ | +35.149 $ | +3,4 % | 1.032.053 $ | +136.905 $ | +15,3 % | 895.148 $ | |||||
| McKinley Carter Wealth Services, Inc. | 1.062.069 $ | +436 $ | +0,0 % | 1.061.633 $ | +698.318 $ | +192,2 % | 363.315 $ | -219.425 $ | -37,7 % | 582.740 $ | +364.198 $ | +166,6 % |
| HICKS CAPITAL MANAGEMENT LLC | 1.061.184 $ | +0 $ | +0,0 % | 1.061.184 $ | +20.213 $ | +1,9 % | 1.040.971 $ | -1.214 $ | -0,1 % | 1.042.185 $ | +68.362 $ | +7,0 % |
| Compass Wealth Management LLC | 1.058.500 $ | +113.656 $ | +12,0 % | |||||||||
| WNY Asset Management, LLC | 1.054.250 $ | -4.544.278 $ | -81,2 % | |||||||||
| Legacy PCG, LLC | 238.400 $ | -5.279 $ | -2,2 % | 243.679 $ | -809.711 $ | -76,9 % | 1.053.390 $ | -1.757 $ | -0,2 % | |||
| Team Hewins, LLC | 1.043.357 $ | -2.699 $ | -0,3 % | 1.046.056 $ | -2.719 $ | -0,3 % | 1.048.775 $ | +2.632 $ | +0,3 % | |||
| ROMAN BUTLER FULLERTON & CO | 1.047.712 $ | -46.541 $ | -4,3 % | |||||||||
| BEACON HILL WEALTH MANAGEMENT LTD. | 805.989 $ | -200.151 $ | -19,9 % | 1.006.140 $ | ||||||||
| Independence Bank of Kentucky | 882.645 $ | -36.445 $ | -4,0 % | 919.090 $ | -77.027 $ | -7,7 % | 996.117 $ | -122.149 $ | -10,9 % | |||
| Coppell Advisory Solutions LLC | 985.247 $ | +434.794 $ | +79,0 % | 550.453 $ | -21.797 $ | -3,8 % | ||||||
| Ameritas Investment Partners, Inc. | 974.011 $ | +98.485 $ | +11,2 % | 875.526 $ | -53.219 $ | -5,7 % | 928.745 $ | +39.255 $ | +4,4 % | |||
| B.O.S.S. Retirement Advisors, LLC | 901.899 $ | -70.258 $ | -7,2 % | 972.157 $ | +609.539 $ | +168,1 % | 362.618 $ | -822.870 $ | -69,4 % | |||
| Koshinski Asset Management, Inc. | 957.894 $ | -9.019 $ | -0,9 % | 966.913 $ | -1.376 $ | -0,1 % | 968.289 $ | -1.796 $ | -0,2 % | |||
| HANOVER ADVISORS INC | 951.524 $ | -9.196 $ | -1,0 % | 960.720 $ | -6.131 $ | -0,6 % | 966.851 $ | -30.607 $ | -3,1 % | |||
| NIXON PEABODY TRUST CO | 697.615 $ | -57.658 $ | -7,6 % | 755.273 $ | -204.506 $ | -21,3 % | 959.779 $ | -382.432 $ | -28,5 % | |||
| BAM Wealth Management, LLC | 803.464 $ | -116.008 $ | -12,6 % | 919.472 $ | +36.629 $ | +4,1 % | 882.843 $ | -67.605 $ | -7,1 % | 950.448 $ | +12.510 $ | +1,3 % |
| Wingate Wealth Advisors, Inc. | 948.361 $ | +112.573 $ | +13,5 % | 835.788 $ | +43.618 $ | +5,5 % | 792.170 $ | +75.995 $ | +10,6 % | |||
| CITIZENS FINANCIAL GROUP INC/RI | 947.067 $ | +122.390 $ | +14,8 % | 824.677 $ | -38.321 $ | -4,4 % | 862.998 $ | +135.324 $ | +18,6 % | |||
| ALTFEST L J & CO INC | 589.986 $ | -126.975 $ | -17,7 % | 716.961 $ | -228.577 $ | -24,2 % | 945.538 $ | -138.360 $ | -12,8 % | |||
| YARGER WEALTH STRATEGIES, LLC | 944.384 $ | |||||||||||
| SWS Partners | 942.275 $ | +1.136 $ | +0,1 % | 941.139 $ | +51.767 $ | +5,8 % | 889.372 $ | +1.818 $ | +0,2 % | |||
| Tailwinds Wealth, LLC | 941.391 $ | +697.098 $ | +285,4 % | 244.293 $ | ||||||||
| FIFTH THIRD SECURITIES, INC. | 938.806 $ | |||||||||||
| Patten Group, Inc. | 934.361 $ | +8.061 $ | +0,9 % | 926.300 $ | +36.879 $ | +4,1 % | 889.421 $ | +85.619 $ | +10,7 % | |||
| Stash Investments, LLC | 933.123 $ | |||||||||||
| Koss-Olinger Consulting, LLC | 924.806 $ | +1.066 $ | +0,1 % | 923.740 $ | +466.740 $ | +102,1 % | ||||||
| Brookwood Investment Group LLC | 918.967 $ | +652.578 $ | +245,0 % | 266.389 $ | ||||||||
| Narwhal Capital Management | 531.113 $ | -387.461 $ | -42,2 % | 918.574 $ | +433.999 $ | +89,6 % | 484.575 $ | +10.490 $ | +2,2 % | |||
| BXM Wealth LLC | 916.915 $ | +111.828 $ | +13,9 % | 805.087 $ | -99.782 $ | -11,0 % | 904.869 $ | +118.759 $ | +15,1 % | |||
| TWIN PEAKS WEALTH ADVISORS, LLC | 911.834 $ | +99.879 $ | +12,3 % | 811.955 $ | -40.361 $ | -4,7 % | 852.316 $ | +33.552 $ | +4,1 % | |||
| Heartland Bank & Trust Co | 909.124 $ | +152.436 $ | +20,1 % | 756.688 $ | ||||||||
| MLG Wealth Management DBA Pine Grove Financial Group | 803.608 $ | -87.183 $ | -9,8 % | 890.791 $ | -16.104 $ | -1,8 % | 906.895 $ | -414 $ | -0,0 % | 907.309 $ | ||
| ENTRUST FINANCIAL LLC | 760.869 $ | -144.623 $ | -16,0 % | 905.492 $ | +64.953 $ | +7,7 % | 840.539 $ | |||||
| HRT FINANCIAL LP | 905.000 $ | -2.923.000 $ | -76,4 % | |||||||||
| Sovereign Financial Group, Inc. | 891.610 $ | +120.552 $ | +15,6 % | 771.058 $ | +239.818 $ | +45,1 % | 531.240 $ | +11.500 $ | +2,2 % | |||
| RETIREMENT INCOME SOLUTIONS, INC | 846.994 $ | +0 $ | +0,0 % | 846.994 $ | -39.951 $ | -4,5 % | 886.945 $ | +19.200 $ | +2,2 % | |||
| MMBG INVESTMENT ADVISORS CO. | 872.491 $ | -8.432 $ | -1,0 % | 880.923 $ | -5.621 $ | -0,6 % | 886.544 $ | -1.480 $ | -0,2 % | |||
| PeakShares LLC | 884.374 $ | |||||||||||
| Ethos Financial Group, LLC | 879.962 $ | +74.875 $ | +9,3 % | 805.087 $ | -46.627 $ | -5,5 % | 851.714 $ | +18.437 $ | +2,2 % | |||
| Venture Visionary Partners LLC | 681.563 $ | -197.901 $ | -22,5 % | 879.464 $ | ||||||||
| National Philanthropic Trust | 878.416 $ | +625.567 $ | +247,4 % | 252.849 $ | -142.329 $ | -36,0 % | 395.178 $ | +140.291 $ | +55,0 % | |||
| VISTA CAPITAL PARTNERS, INC. | 877.722 $ | +50.122 $ | +6,1 % | 827.600 $ | +233.407 $ | +39,3 % | 594.193 $ | +33.030 $ | +5,9 % | |||
| Fund Evaluation Group, LLC | 873.775 $ | -2.771 $ | -0,3 % | 876.546 $ | ||||||||
| MARIPAU WEALTH MANAGEMENT LLC | 864.130 $ | +123.575 $ | +16,7 % | 740.555 $ | +51.991 $ | +7,6 % | 688.564 $ | +94.747 $ | +16,0 % | |||
| ZWJ INVESTMENT COUNSEL INC | 859.589 $ | +85.771 $ | +11,1 % | 773.818 $ | -7.478 $ | -1,0 % | 781.296 $ | -4.986 $ | -0,6 % | 786.282 $ | +98.638 $ | +14,3 % |
| Stonehage Fleming Financial Services Holdings Ltd | 843.767 $ | -8.154 $ | -1,0 % | 851.921 $ | -5.437 $ | -0,6 % | 857.358 $ | -151.265 $ | -15,0 % | |||
| REAP Financial Group, LLC | 809.448 $ | -27.414 $ | -3,3 % | 836.862 $ | -19.121 $ | -2,2 % | 855.983 $ | -29.244 $ | -3,3 % | |||
| GRANITE ISLANDS PRIVATE WEALTH, LLC | 794.185 $ | -61.655 $ | -7,2 % | 855.840 $ | +193.237 $ | +29,2 % | 662.603 $ | +189.396 $ | +40,0 % | 473.207 $ | ||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 855.304 $ | +233.443 $ | +37,5 % | 621.861 $ | -127.326 $ | -17,0 % | 749.187 $ | +44.162 $ | +6,3 % | |||
| Austin Wealth Management, LLC | 853.853 $ | +310.137 $ | +57,0 % | 543.716 $ | +26.853 $ | +5,2 % | 516.863 $ | +93.688 $ | +22,1 % | |||
| Michels Family Financial, LLC | 843.191 $ | +101.369 $ | +13,7 % | 741.822 $ | -39.314 $ | -5,0 % | 781.136 $ | +15.937 $ | +2,1 % | |||
| ASPIRIANT, LLC | 808.739 $ | -24.930 $ | -3,0 % | 833.669 $ | +69.702 $ | +9,1 % | 763.967 $ | +95.627 $ | +14,3 % | 668.340 $ | -135.521 $ | -16,9 % |
| Pictet North America Advisors SA | 795.506 $ | -37.292 $ | -4,5 % | 832.798 $ | +359.018 $ | +75,8 % | 473.780 $ | +63.259 $ | +15,4 % | 410.521 $ | +124.178 $ | +43,4 % |
| FIDUCIENT ADVISORS LLC | 832.574 $ | |||||||||||
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 780.039 $ | -31.939 $ | -3,9 % | 811.978 $ | -7.847 $ | -1,0 % | 819.825 $ | -5.232 $ | -0,6 % | 825.057 $ | ||
| ARKANSAS FINANCIAL GROUP, INC. | 817.859 $ | +20.217 $ | +2,5 % | 797.642 $ | +2.958 $ | +0,4 % | 794.684 $ | +37.295 $ | +4,9 % | |||
| FCG Investment Co | 761.114 $ | -43.196 $ | -5,4 % | 804.310 $ | ||||||||
| Madden Advisory Services, Inc. | 794.827 $ | +80.176 $ | +11,2 % | 714.651 $ | -74.810 $ | -9,5 % | 789.461 $ | +14.368 $ | +1,9 % | |||
| Crumly & Associates Inc. | 793.240 $ | +184.261 $ | +30,3 % | 608.979 $ | +118.991 $ | +24,3 % | 489.988 $ | -3.127 $ | -0,6 % | 493.115 $ | +2.010 $ | +0,4 % |
| Peak Retirement Planning, Inc. | 792.134 $ | +296.643 $ | +59,9 % | 495.491 $ | +120.837 $ | +32,3 % | 374.654 $ | +170.450 $ | +83,5 % | |||
| ZEVIN ASSET MANAGEMENT LLC | 489.737 $ | +26.133 $ | +5,6 % | 463.604 $ | -322.681 $ | -41,0 % | 786.285 $ | |||||
| Aspect Partners, LLC | 483.833 $ | -116.986 $ | -19,5 % | 600.819 $ | +69.854 $ | +13,2 % | 530.965 $ | -255.090 $ | -32,5 % | 786.055 $ | +376.777 $ | +92,1 % |
| OneAscent Family Office, LLC | 475.108 $ | -45.765 $ | -8,8 % | 520.873 $ | -262.858 $ | -33,5 % | 783.731 $ | -602.722 $ | -43,5 % | |||
| Atlanta Consulting Group Advisors, LLC | 735.108 $ | -34.050 $ | -4,4 % | 769.158 $ | -6.183 $ | -0,8 % | 775.341 $ | +29.850 $ | +4,0 % | |||
| Crestwood Advisors Group, LLC | 770.610 $ | +72.035 $ | +10,3 % | 698.575 $ | +13.531 $ | +2,0 % | 685.044 $ | +59.927 $ | +9,6 % | |||
| Outlook Wealth Advisors, LLC | 528.877 $ | -230.446 $ | -30,3 % | 759.323 $ | +54.475 $ | +7,7 % | 704.848 $ | +191.656 $ | +37,3 % | |||
| HB Wealth Management, LLC | 748.857 $ | +416.303 $ | +125,2 % | 332.554 $ | -15.686 $ | -4,5 % | 348.240 $ | +7.539 $ | +2,2 % | |||
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 744.972 $ | +6.557 $ | +0,9 % | 738.415 $ | +98.688 $ | +15,4 % | 639.727 $ | +421.787 $ | +193,5 % | 217.940 $ | ||
| Prospera Capital Management, LLC | 741.998 $ | +372.896 $ | +101,0 % | 369.102 $ | ||||||||
| Core Wealth Partners LLC | 386.997 $ | -2.147 $ | -0,6 % | 389.144 $ | -347.045 $ | -47,1 % | 736.189 $ | -308.156 $ | -29,5 % | |||
| Axis Wealth Partners, LLC | 736.041 $ | +28.183 $ | +4,0 % | 707.858 $ | +15.957 $ | +2,3 % | 691.901 $ | +7.099 $ | +1,0 % | |||
| Hegarty Advisors, LLC | 694.260 $ | -28.815 $ | -4,0 % | 723.075 $ | -1.885 $ | -0,3 % | 724.960 $ | -10.642 $ | -1,4 % | 735.602 $ | ||
| Carter Financial Group, INC. | 637.029 $ | -95.375 $ | -13,0 % | 732.404 $ | +62.907 $ | +9,4 % | 669.497 $ | -13.035 $ | -1,9 % | 682.532 $ | +16.788 $ | +2,5 % |
| Alteri Wealth LLC | 727.881 $ | +12.633 $ | +1,8 % | |||||||||
| Sightline Wealth Advisors, LLC | 503.039 $ | -222.579 $ | -30,7 % | 725.618 $ | +427 $ | +0,1 % | 725.191 $ | -626 $ | -0,1 % | 725.817 $ | -2.947 $ | -0,4 % |
| Laraway Financial Advisors Inc | 690.707 $ | -16.253 $ | -2,3 % | 706.960 $ | -17.750 $ | -2,4 % | 724.710 $ | -34.213 $ | -4,5 % | |||
| W.H. Cornerstone Investments Inc. | 721.495 $ | -203 $ | -0,0 % | 721.698 $ | -378 $ | -0,1 % | 722.076 $ | +7.427 $ | +1,0 % | |||
| Snider Financial Group | 311.320 $ | -176.437 $ | -36,2 % | 487.757 $ | -173.312 $ | -26,2 % | 661.069 $ | -60.848 $ | -8,4 % | 721.917 $ | -550.669 $ | -43,3 % |
| Willis Johnson & Associates, Inc. | 402.558 $ | -161.273 $ | -28,6 % | 563.831 $ | -158.081 $ | -21,9 % | 721.912 $ | -60.126 $ | -7,7 % | |||
| PRIVATE TRUST CO NA | 408.488 $ | +147.696 $ | +56,6 % | 260.792 $ | -100.670 $ | -27,9 % | 361.462 $ | -359.300 $ | -49,9 % | 720.762 $ | -7.880 $ | -1,1 % |
| Freestone Capital Holdings, LLC | 713.835 $ | |||||||||||
| Next Level Wealth Planning, LLC | 711.312 $ | +269.813 $ | +61,1 % | 441.499 $ | -236.226 $ | -34,9 % | 677.725 $ | +57.303 $ | +9,2 % | |||
| Highland Financial Advisors, LLC | 705.200 $ | +10.824 $ | +1,6 % | 694.376 $ | +489.173 $ | +238,4 % | 205.203 $ | +4.443 $ | +2,2 % | |||
| IFG Advisory, LLC | 704.702 $ | +301.110 $ | +74,6 % | 403.592 $ | +50.193 $ | +14,2 % | ||||||
| Private Wealth Advisors, LLC | 633.815 $ | -70.269 $ | -10,0 % | 704.084 $ | ||||||||
| W1M Asset Management Ltd | 621.786 $ | +15.541 $ | +2,6 % | 606.245 $ | -97.754 $ | -13,9 % | 703.999 $ | |||||
| OPPENHEIMER & CO INC | 702.316 $ | +366.469 $ | +109,1 % | 335.847 $ | -9.351 $ | -2,7 % | 345.198 $ | +12.311 $ | +3,7 % | |||
| Spectrum Asset Management, Inc. (NB/CA) | 691.096 $ | +10.607 $ | +1,6 % | 680.489 $ | +77.263 $ | +12,8 % | 603.226 $ | -62.447 $ | -9,4 % | 665.673 $ | +32.552 $ | +5,1 % |
| Operose Advisors LLC | 691.052 $ | +643.016 $ | +1.338,6 % | 48.036 $ | -29.930 $ | -38,4 % | 77.966 $ | +1.881 $ | +2,5 % | |||
| Ausdal Financial Partners, Inc. | 631.117 $ | -59.528 $ | -8,6 % | 690.645 $ | +128.733 $ | +22,9 % | 561.912 $ | |||||
| Williams & Novak Wealth Management, LLC | 391.202 $ | -22.766 $ | -5,5 % | 413.968 $ | +108.018 $ | +35,3 % | 305.950 $ | -381.924 $ | -55,5 % | 687.874 $ | +57.785 $ | +9,2 % |
| Icon Wealth Advisors, LLC | 681.809 $ | +17.425 $ | +2,6 % | 664.384 $ | +22.363 $ | +3,5 % | ||||||
| Third View Private Wealth, LLC | 680.983 $ | |||||||||||
| Independent Wealth Network Inc. | 211.756 $ | -461.688 $ | -68,6 % | 673.444 $ | +94.028 $ | +16,2 % | 579.416 $ | |||||
| River Street Advisors LLC | 239.400 $ | -420.355 $ | -63,7 % | 659.755 $ | -13.080 $ | -1,9 % | 672.835 $ | -14.029 $ | -2,0 % | |||
| Houlihan Financial Resource Group, Ltd. | 662.229 $ | -6.406 $ | -1,0 % | 668.635 $ | -4.159 $ | -0,6 % | 672.794 $ | +447.501 $ | +198,6 % | |||
| Quest 10 Wealth Builders, Inc. | 651.826 $ | -20.132 $ | -3,0 % | 671.958 $ | +435.799 $ | +184,5 % | 236.159 $ | -64.374 $ | -21,4 % | |||
| Cynosure Group, LLC | 664.102 $ | -4.237 $ | -0,6 % | 668.339 $ | -670.571 $ | -50,1 % | ||||||
| EJMK Ventures LLC | 246.599 $ | -144.097 $ | -36,9 % | 390.696 $ | -273.380 $ | -41,2 % | 664.076 $ | |||||
| Sankala Group LLC | 589.315 $ | -19.882 $ | -3,3 % | 609.197 $ | -52.233 $ | -7,9 % | 661.430 $ | |||||
| Retirement Planning Group, LLC | 657.040 $ | +10.085 $ | +1,6 % | 646.955 $ | +83.276 $ | +14,8 % | 563.679 $ | -26.587 $ | -4,5 % | 590.266 $ | +12.777 $ | +2,2 % |
| Base Wealth Management LLC | 656.352 $ | +11.562 $ | +1,8 % | 644.790 $ | +81.332 $ | +14,4 % | 563.458 $ | -27.506 $ | -4,7 % | 590.964 $ | +11.218 $ | +1,9 % |
| HBK Sorce Advisory LLC | 656.338 $ | +28.991 $ | +4,6 % | 627.347 $ | +36.295 $ | +6,1 % | 591.052 $ | +21.760 $ | +3,8 % | |||
| Ullmann Wealth Partners Group, LLC | 653.730 $ | +84.148 $ | +14,8 % | 569.582 $ | ||||||||
| Capital Advantage, Inc. | 619.162 $ | -29.204 $ | -4,5 % | 648.366 $ | ||||||||
| Vantus Wealth LLC | 646.512 $ | |||||||||||
| LIBERTY SQUARE WEALTH PARTNERS LLC | 276.010 $ | -155.040 $ | -36,0 % | 431.050 $ | -212.826 $ | -33,1 % | 643.876 $ | -636.896 $ | -49,7 % | |||
| Davidson Capital Management Inc. | 641.072 $ | +69.946 $ | +12,2 % | |||||||||
| Everest Private Wealth | 632.030 $ | -6.108 $ | -1,0 % | 638.138 $ | +135.205 $ | +26,9 % | 502.933 $ | |||||
| Morton Capital Management LLC/CA | 631.912 $ | -6.107 $ | -1,0 % | 638.019 $ | +86.243 $ | +15,6 % | 551.776 $ | -921 $ | -0,2 % | |||
| Investor's Fiduciary Advisor Network, LLC | 637.000 $ | +366.000 $ | +135,1 % | 271.000 $ | +8.000 $ | +3,0 % | 263.000 $ | |||||
| Clear Point Advisors Inc. | 635.439 $ | +102.922 $ | +19,3 % | 532.517 $ | +52.458 $ | +10,9 % | ||||||
| NerdWallet Wealth Partners, LLC | 337.071 $ | -15.048 $ | -4,3 % | 352.119 $ | -282.269 $ | -44,5 % | 634.388 $ | -20.856 $ | -3,2 % | |||
| Flagstone Financial Management | 625.896 $ | -6.048 $ | -1,0 % | 631.944 $ | +30.906 $ | +5,1 % | 601.038 $ | -1.003 $ | -0,2 % | |||
| MONOGRAPH WEALTH ADVISORS, LLC | 628.326 $ | +80.878 $ | +14,8 % | 547.448 $ | -25.821 $ | -4,5 % | 573.269 $ | +12.410 $ | +2,2 % | |||
| Nicholas Wealth, LLC. | 622.967 $ | +198.410 $ | +46,7 % | 424.557 $ | ||||||||
| First Heartland Consultants, Inc. | 620.880 $ | +39.042 $ | +6,7 % | 581.838 $ | +211.675 $ | +57,2 % | 370.163 $ | -68.585 $ | -15,6 % | 438.748 $ | -150.747 $ | -25,6 % |
| Thomasville National Bank | 610.915 $ | -9.840 $ | -1,6 % | 620.755 $ | -1.036 $ | -0,2 % | ||||||
| SUMMITRY LLC | 614.808 $ | |||||||||||
| SANDERS MORRIS HARRIS LLC | 613.469 $ | +231.519 $ | +60,6 % | 381.950 $ | -4.795 $ | -1,2 % | 386.745 $ | -5.589 $ | -1,4 % | |||
| ADVISORTRUST PARTNERS, LLC | 607.882 $ | |||||||||||
| IAMS WEALTH MANAGEMENT, LLC | 541.795 $ | -25.588 $ | -4,5 % | 567.383 $ | -40.035 $ | -6,6 % | 607.418 $ | -283.830 $ | -31,8 % | |||
| EVERGREEN CAPITAL MANAGEMENT LLC | 595.404 $ | -5.754 $ | -1,0 % | 601.158 $ | -3.836 $ | -0,6 % | 604.994 $ | -1.009 $ | -0,2 % | |||
| MISSION WEALTH MANAGEMENT, LP | 525.625 $ | -78.514 $ | -13,0 % | 604.139 $ | +50.658 $ | +9,2 % | 553.481 $ | |||||
| Scarborough Advisors, LLC | 310.105 $ | -234.300 $ | -43,0 % | 544.405 $ | -58.055 $ | -9,6 % | 602.460 $ | +168.416 $ | +38,8 % | |||
| FC Advisory LLC | 598.699 $ | +136.113 $ | +29,4 % | 462.586 $ | -65.144 $ | -12,3 % | 527.730 $ | +2.287 $ | +0,4 % | 525.443 $ | +51.710 $ | +10,9 % |
| Arena Capital Advisors, LLC- CA | 589.800 $ | -5.700 $ | -1,0 % | 595.500 $ | ||||||||
| Bluesphere Advisors LLC | 221.271 $ | -323.507 $ | -59,4 % | 544.778 $ | -49.531 $ | -8,3 % | 594.309 $ | |||||
| Keel Point, LLC | 570.838 $ | -10.841 $ | -1,9 % | 581.679 $ | -10.877 $ | -1,8 % | 592.556 $ | -128.150 $ | -17,8 % | |||
| COLUMBIA ADVISORY PARTNERS LLC | 591.269 $ | -29.408 $ | -4,7 % | |||||||||
| Gerber Kawasaki Wealth & Investment Management | 459.721 $ | -129.146 $ | -21,9 % | 588.867 $ | +126.687 $ | +27,4 % | 462.180 $ | +1.992 $ | +0,4 % | |||
| NATURAL INVESTMENTS, LLC | 588.000 $ | +41.000 $ | +7,5 % | 547.000 $ | +158.000 $ | +40,6 % | 389.000 $ | |||||
| ACUTE INVESTMENT ADVISORY, LLC | 455.973 $ | -93.454 $ | -17,0 % | 549.427 $ | -35.011 $ | -6,0 % | 584.438 $ | +291.655 $ | +99,6 % | 292.783 $ | -48.718 $ | -14,3 % |
| RFG HOLDINGS, INC. | 581.788 $ | +79 $ | +0,0 % | 581.709 $ | ||||||||
| Astoria Portfolio Advisors LLC. | 580.566 $ | +25.898 $ | +4,7 % | 554.668 $ | +24.871 $ | +4,7 % | 529.797 $ | +6.263 $ | +1,2 % | |||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 578.085 $ | |||||||||||
| Calamos Advisors LLC | 577.917 $ | |||||||||||
| CULLEN/FROST BANKERS, INC. | 575.251 $ | +112.428 $ | +24,3 % | 462.823 $ | +252.708 $ | +120,3 % | 210.115 $ | -7.074 $ | -3,3 % | |||
| TORONTO DOMINION BANK | 574.740 $ | |||||||||||
| Madison Wealth Partners, Inc | 568.941 $ | +346.660 $ | +156,0 % | 222.281 $ | ||||||||
| Madrid Wealth Management, LLC | 558.128 $ | -5.394 $ | -1,0 % | 563.522 $ | -3.596 $ | -0,6 % | 567.118 $ | |||||
| Concord Wealth Partners | 565.100 $ | +98.641 $ | +21,1 % | 466.459 $ | -43.954 $ | -8,6 % | 510.413 $ | -9.936 $ | -1,9 % | |||
| Keeler Thomas Management LLC | 520.098 $ | -44.396 $ | -7,9 % | 564.494 $ | ||||||||
| RCS Financial Planning, LLC | 562.649 $ | |||||||||||
| Goelzer Investment Management, Inc. | 447.627 $ | -14.808 $ | -3,2 % | 462.435 $ | -62.065 $ | -11,8 % | 524.500 $ | -36.791 $ | -6,6 % | 561.291 $ | +8.824 $ | +1,6 % |
| SeaCrest Wealth Management, LLC | 560.750 $ | |||||||||||
| Topsail Wealth Management, LLC | 557.349 $ | +171.234 $ | +44,3 % | 386.115 $ | -20.378 $ | -5,0 % | 406.493 $ | +16.187 $ | +4,1 % | |||
| FULTON BANK, N.A. | 555.560 $ | +8.189 $ | +1,5 % | 547.371 $ | +61.604 $ | +12,7 % | 485.767 $ | -22.912 $ | -4,5 % | 508.679 $ | +11.011 $ | +2,2 % |
| ALLSTREET CAPITAL ADVISORS LLC | 554.483 $ | +58.930 $ | +11,9 % | 495.553 $ | +67.417 $ | +15,7 % | 428.136 $ | |||||
| Shade Tree Advisors LLC | 545.454 $ | -1.730 $ | -0,3 % | 547.184 $ | -4.399 $ | -0,8 % | 551.583 $ | +205.021 $ | +59,2 % | |||
| Smith & Howard Wealth Management, LLC | 550.900 $ | |||||||||||
| HBW ADVISORY SERVICES LLC | 550.636 $ | +218.563 $ | +65,8 % | 332.073 $ | -25.244 $ | -7,1 % | 357.317 $ | +99.633 $ | +38,7 % | 257.684 $ | -130.158 $ | -33,6 % |
| Midwest Financial Partners Investments, Inc. | 550.282 $ | +131.582 $ | +31,4 % | 418.700 $ | -235 $ | -0,1 % | 418.935 $ | -6.628 $ | -1,6 % | 425.563 $ | ||
| Trust Co | 484.250 $ | -31.771 $ | -6,2 % | 516.021 $ | -30.443 $ | -5,6 % | 546.464 $ | -1.896 $ | -0,3 % | 548.360 $ | -915 $ | -0,2 % |
| TUDOR INVESTMENT CORP ET AL | 478.411 $ | +74.067 $ | +18,3 % | 404.344 $ | -143.356 $ | -26,2 % | 547.700 $ | |||||
| Victrix Investment Advisors | 546.133 $ | +325.171 $ | +147,2 % | 220.962 $ | ||||||||
| Ameraudi Asset Management, Inc. | 245.239 $ | -76.510 $ | -23,8 % | 321.749 $ | -223.794 $ | -41,0 % | 545.543 $ | -910 $ | -0,2 % | |||
| Three Bearings Fiduciary Advisors, Inc. | 535.303 $ | -5.173 $ | -1,0 % | 540.476 $ | -3.177 $ | -0,6 % | 543.653 $ | |||||
| Glassman Wealth Services | 537.809 $ | +69.389 $ | +14,8 % | 468.420 $ | -21.900 $ | -4,5 % | 490.320 $ | -354.072 $ | -41,9 % | |||
| MATAURO, LLC | 537.776 $ | +309.086 $ | +135,2 % | 228.690 $ | -7.305 $ | -3,1 % | 235.995 $ | +9.078 $ | +4,0 % | |||
| IVC Wealth Advisors LLC | 537.721 $ | +22.971 $ | +4,5 % | 514.750 $ | +910 $ | +0,2 % | 513.840 $ | +32.099 $ | +6,7 % | |||
| Physician Wealth Advisors, Inc. | 343.125 $ | -194.594 $ | -36,2 % | 537.719 $ | +536.999 $ | +74.583,2 % | 720 $ | |||||
| B. Riley Wealth Advisors, Inc. | 534.797 $ | +37.367 $ | +7,5 % | 497.430 $ | +68.093 $ | +15,9 % | 429.337 $ | -53.701 $ | -11,1 % | 483.038 $ | +22.696 $ | +4,9 % |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 470.561 $ | -19.268 $ | -3,9 % | 489.829 $ | -35.998 $ | -6,8 % | 525.827 $ | -3.355 $ | -0,6 % | 529.182 $ | -883 $ | -0,2 % |
| American Trust | 370.026 $ | -157.575 $ | -29,9 % | 527.601 $ | +5.417 $ | +1,0 % | ||||||
| Vermillion & White Wealth Management Group, LLC | 522.984 $ | +67.319 $ | +14,8 % | 455.665 $ | -69.136 $ | -13,2 % | 524.801 $ | +10.249 $ | +2,0 % | |||
| Cadence Bank | 522.450 $ | -7.113 $ | -1,3 % | |||||||||
| Eagle Strategies LLC | 465.140 $ | -40.856 $ | -8,1 % | 505.996 $ | -14.381 $ | -2,8 % | 520.377 $ | +131.640 $ | +33,9 % | 388.737 $ | +21.854 $ | +6,0 % |
| XTX Topco Ltd | 515.643 $ | +223.084 $ | +76,3 % | 292.559 $ | -101.898 $ | -25,8 % | ||||||
| Tennessee Valley Asset Management Partners | 509.037 $ | -4.902 $ | -1,0 % | 513.939 $ | +100.422 $ | +24,3 % | 413.517 $ | -690 $ | -0,2 % | |||
| Hippocratic Financial Advisors, LLC | 481.886 $ | -31.649 $ | -6,2 % | 513.535 $ | +251.932 $ | +96,3 % | 261.603 $ | |||||
| Olde Wealth Management, LLC | 498.000 $ | -7.000 $ | -1,4 % | 505.000 $ | -6.000 $ | -1,2 % | 511.000 $ | -1.000 $ | -0,2 % | |||
| Oak Grove Capital LLC | 226.640 $ | -9.280 $ | -3,9 % | 235.920 $ | -151.155 $ | -39,1 % | 387.075 $ | -122.330 $ | -24,0 % | 509.405 $ | ||
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 507.350 $ | +300.766 $ | +145,6 % | 206.584 $ | -9.744 $ | -4,5 % | 216.328 $ | +5.222 $ | +2,5 % | |||
| Fortitude Family Office, LLC | 502.322 $ | |||||||||||
| Lloyd Advisory Services, LLC. | 307.431 $ | -193.932 $ | -38,7 % | 501.363 $ | +401.875 $ | +403,9 % | 99.488 $ | |||||
| Kingdom Financial Group LLC. | 465.656 $ | -35.707 $ | -7,1 % | 501.363 $ | +209.340 $ | +71,7 % | 292.023 $ | |||||
| E-Wealth Partners, LLC | 409.088 $ | -35.382 $ | -8,0 % | 444.470 $ | -50.643 $ | -10,2 % | 495.113 $ | |||||
| JOURNEY STRATEGIC WEALTH LLC | 410.845 $ | -79.804 $ | -16,3 % | 490.649 $ | -67.318 $ | -12,1 % | ||||||
| Global Assets Advisory, LLC | 310.682 $ | -179.592 $ | -36,6 % | 490.274 $ | +173.244 $ | +54,6 % | 317.030 $ | -529 $ | -0,2 % | |||
| Princeton Global Asset Management LLC | 413.675 $ | -66.363 $ | -13,8 % | 480.038 $ | -4.639 $ | -1,0 % | 484.677 $ | -3.093 $ | -0,6 % | 487.770 $ | -814 $ | -0,2 % |
| Moss Adams Wealth Advisors LLC | 477.770 $ | -3.049 $ | -0,6 % | 480.819 $ | -802 $ | -0,2 % | ||||||
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 480.392 $ | +67.532 $ | +16,4 % | 412.860 $ | ||||||||
| Certified Advisory Corp | 478.738 $ | +4.891 $ | +1,0 % | 473.847 $ | +126.622 $ | +36,5 % | 347.225 $ | +3.738 $ | +1,1 % | |||
| AA Financial Advisors, LLC | 477.449 $ | +7.382 $ | +1,6 % | 470.067 $ | +60.553 $ | +14,8 % | 409.514 $ | -19.260 $ | -4,5 % | 428.774 $ | +9.333 $ | +2,2 % |
| BDFS Capital LLC | 477.068 $ | |||||||||||
| Capital Investment Advisory Services, LLC | 475.821 $ | +37.330 $ | +8,5 % | 438.491 $ | -8.510 $ | -1,9 % | 447.001 $ | -1.631 $ | -0,4 % | |||
| STEVENS CAPITAL PARTNERS | 307.193 $ | -167.452 $ | -35,3 % | 474.645 $ | +42.221 $ | +9,8 % | ||||||
| Mill Creek Capital Advisors, LLC | 452.419 $ | -21.339 $ | -4,5 % | 473.758 $ | +10.255 $ | +2,2 % | ||||||
| CX Institutional | 248.000 $ | +3.000 $ | +1,2 % | 245.000 $ | -203.000 $ | -45,3 % | 448.000 $ | -25.000 $ | -5,3 % | 473.000 $ | +30.000 $ | +6,8 % |
| XY Planning Network, Inc. | 471.031 $ | +60.292 $ | +14,7 % | 410.739 $ | +515 $ | +0,1 % | 410.224 $ | +39.091 $ | +10,5 % | 371.133 $ | +83.273 $ | +28,9 % |
| COUNTRY TRUST BANK | 468.837 $ | |||||||||||
| CABOT WEALTH MANAGEMENT INC | 468.111 $ | |||||||||||
| W ADVISORS, LLC | 466.417 $ | +60.037 $ | +14,8 % | 406.380 $ | -19.168 $ | -4,5 % | 425.548 $ | +9.212 $ | +2,2 % | |||
| BBR PARTNERS, LLC | 465.063 $ | +59.863 $ | +14,8 % | 405.200 $ | -19.112 $ | -4,5 % | 424.312 $ | |||||
| Alliance Private Wealth, LLC | 464.744 $ | +7.133 $ | +1,6 % | 457.611 $ | +58.904 $ | +14,8 % | 398.707 $ | -23.156 $ | -5,5 % | 421.863 $ | ||
| KLCM Advisors, Inc. | 464.608 $ | +41.253 $ | +9,7 % | 423.355 $ | +193.180 $ | +83,9 % | 230.175 $ | |||||
| Destiny Wealth Partners, LLC | 463.037 $ | +463.022 $ | +3.086.813,3 % | 15 $ | ||||||||
| Marble Wealth, LLC | 463.024 $ | +60.632 $ | +15,1 % | 402.392 $ | -17.748 $ | -4,2 % | 420.140 $ | |||||
| Westfuller Advisors, LLC | 363.770 $ | -97.369 $ | -21,1 % | 461.139 $ | +3.675 $ | +0,8 % | 457.464 $ | -49.086 $ | -9,7 % | |||
| FSC Wealth Advisors, LLC | 460.672 $ | -2.423.899 $ | -84,0 % | |||||||||
| Nikulski Financial, Inc. | 460.629 $ | |||||||||||
| LYNX CAPITAL GROUP LTD /ADV | 428.519 $ | -31.078 $ | -6,8 % | 459.597 $ | +73.957 $ | +19,2 % | 385.640 $ | -7.260 $ | -1,8 % | |||
| One Wealth Advisors, LLC | 312.705 $ | -134.619 $ | -30,1 % | 447.324 $ | -10.627 $ | -2,3 % | 457.951 $ | -12.850 $ | -2,7 % | |||
| Nemes Rush Group LLC | 455.892 $ | +49.612 $ | +12,2 % | 406.280 $ | -25.384 $ | -5,9 % | 431.664 $ | +63.092 $ | +17,1 % | |||
| Access Investment Management LLC | 217.459 $ | -237.912 $ | -52,2 % | 455.371 $ | +380.388 $ | +507,3 % | 74.983 $ | +0 $ | +0,0 % | |||
| BROWN BROTHERS HARRIMAN & CO | 455.031 $ | +79.628 $ | +21,2 % | 375.403 $ | -2.396 $ | -0,6 % | 377.799 $ | -12.231 $ | -3,1 % | |||
| WILKINS INVESTMENT COUNSEL INC | 453.885 $ | +58.424 $ | +14,8 % | 395.461 $ | -18.653 $ | -4,5 % | 414.114 $ | +8.965 $ | +2,2 % | |||
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 451.256 $ | |||||||||||
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 414.983 $ | -33.190 $ | -7,4 % | 448.173 $ | -2.860 $ | -0,6 % | 451.033 $ | -752 $ | -0,2 % | |||
| Stonebridge Financial Planning Group, LLC | 352.391 $ | -44.887 $ | -11,3 % | 397.278 $ | -50.761 $ | -11,3 % | 448.039 $ | -12.207 $ | -2,7 % | |||
| Winter & Associates, Inc. | 276.380 $ | -141.722 $ | -33,9 % | 418.102 $ | -29.516 $ | -6,6 % | 447.618 $ | |||||
| ANGELES WEALTH MANAGEMENT, LLC | 446.624 $ | +286.284 $ | +178,5 % | |||||||||
| Nicht ausgewiesen | 425.528 $ | -17.856 $ | -4,0 % | 443.384 $ | +57.072 $ | +14,8 % | 386.312 $ | -18.221 $ | -4,5 % | 404.533 $ | +8.757 $ | +2,2 % |
| PINNEY & SCOFIELD, INC. | 442.947 $ | +99.597 $ | +29,0 % | 343.350 $ | +227.005 $ | +195,1 % | 116.345 $ | +70.640 $ | +154,6 % | |||
| Kroeger Financial Partners | 1.454 $ | -439.610 $ | -99,7 % | 441.064 $ | ||||||||
| CALTON & ASSOCIATES, INC. | 376.790 $ | -60.199 $ | -13,8 % | 436.989 $ | ||||||||
| COOPER/HAIMS ADVISORS, LLC | 435.255 $ | +56.026 $ | +14,8 % | 379.229 $ | -17.887 $ | -4,5 % | 397.116 $ | |||||
| Cedarwood Wealth LLC | 434.762 $ | +43.328 $ | +11,1 % | 391.434 $ | ||||||||
| Centennial Advisors, LLC | 301.206 $ | -18.283 $ | -5,7 % | 319.489 $ | -26.737 $ | -7,7 % | 346.226 $ | -88.484 $ | -20,4 % | 434.710 $ | ||
| CVA Family Office, LLC | 434.468 $ | +79.315 $ | +22,3 % | 355.153 $ | -15.943 $ | -4,3 % | 371.096 $ | +7.526 $ | +2,1 % | |||
| Caitlin John, LLC | 430.141 $ | -1.180 $ | -0,3 % | 431.321 $ | -2.752 $ | -0,6 % | 434.073 $ | +18.485 $ | +4,4 % | |||
| Ancora Advisors LLC | 433.206 $ | +66.772 $ | +18,2 % | 366.434 $ | +17.843 $ | +5,1 % | 348.591 $ | +69.213 $ | +24,8 % | |||
| STEINBERGANNA WEALTH MANAGEMENT | 317.489 $ | -114.487 $ | -26,5 % | 431.976 $ | ||||||||
| BROGAN FINANCIAL, INC. | 431.453 $ | +56.508 $ | +15,1 % | 374.945 $ | -16.520 $ | -4,2 % | 391.465 $ | +9.366 $ | +2,5 % | |||
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 430.000 $ | +216.000 $ | +100,9 % | 214.000 $ | -10.000 $ | -4,5 % | 224.000 $ | |||||
| Inlight Wealth Management, LLC | 429.369 $ | +50.305 $ | +13,3 % | 379.064 $ | +28.195 $ | +8,0 % | 350.869 $ | +35.997 $ | +11,4 % | 314.872 $ | +96.843 $ | +44,4 % |
| Atala Financial Inc | 421.589 $ | -4.074 $ | -1,0 % | 425.663 $ | -2.717 $ | -0,6 % | 428.380 $ | +8.170 $ | +1,9 % | |||
| SlateStone Wealth, LLC | 358.000 $ | -68.000 $ | -16,0 % | 426.000 $ | +209.000 $ | +96,3 % | ||||||
| Summit Global Investments | 419.000 $ | -4.000 $ | -0,9 % | 423.000 $ | -2.000 $ | -0,5 % | 425.000 $ | -1.000 $ | -0,2 % | |||
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 422.723 $ | +49.396 $ | +13,2 % | 373.327 $ | -21.626 $ | -5,5 % | 394.953 $ | +6.736 $ | +1,7 % | |||
| Joel Adams & Associates, Inc. | 414.032 $ | -2.992 $ | -0,7 % | 417.024 $ | -2.135 $ | -0,5 % | 419.159 $ | +10.828 $ | +2,7 % | |||
| Aries Wealth Management | 410.265 $ | -3.965 $ | -1,0 % | 414.230 $ | -2.643 $ | -0,6 % | 416.873 $ | -9.640 $ | -2,3 % | |||
| Conrad Siegel Investment Advisors, Inc. | 416.111 $ | |||||||||||
| GeoWealth Management, LLC | 398.463 $ | -16.196 $ | -3,9 % | 414.659 $ | +10.479 $ | +2,6 % | 404.180 $ | +144.525 $ | +55,7 % | |||
| Tranquility Partners, LLC | 414.176 $ | +7.373 $ | +1,8 % | 406.803 $ | +53.544 $ | +15,2 % | 353.259 $ | -18.207 $ | -4,9 % | 371.466 $ | +8.041 $ | +2,2 % |
| WARNER FINANCIAL, INC | 409.852 $ | -4.148 $ | -1,0 % | 414.000 $ | +63.000 $ | +17,9 % | 351.000 $ | -1.000 $ | -0,3 % | |||
| Steigerwald, Gordon & Koch Inc. | 412.618 $ | |||||||||||
| Hardy Reed LLC | 408.158 $ | +42.799 $ | +11,7 % | 365.359 $ | -41.338 $ | -10,2 % | 406.697 $ | +3.966 $ | +1,0 % | |||
| Stokes Family Office, LLC | 407.619 $ | -90.020 $ | -18,1 % | |||||||||
| West Branch Capital LLC | 404.888 $ | +6.214 $ | +1,6 % | 398.674 $ | +345.847 $ | +654,7 % | 52.827 $ | -2.492 $ | -4,5 % | 55.319 $ | +1.198 $ | +2,2 % |
| Verdence Capital Advisors LLC | 391.447 $ | -12.913 $ | -3,2 % | 404.360 $ | +9.308 $ | +2,4 % | 395.052 $ | -18.291 $ | -4,4 % | |||
| Pacific Wealth Management | 398.834 $ | -486 $ | -0,1 % | |||||||||
| Cordgrass Capital Advisors, LLC | 397.958 $ | +84.208 $ | +26,8 % | 313.750 $ | +185.749 $ | +145,1 % | 128.001 $ | |||||
| KTF INVESTMENTS, LLC | 396.980 $ | +51.099 $ | +14,8 % | 345.881 $ | -16.314 $ | -4,5 % | 362.195 $ | |||||
| Sovran Advisors, LLC | 381.798 $ | -7.500 $ | -1,9 % | 389.298 $ | -6.719 $ | -1,7 % | 396.017 $ | -3.246 $ | -0,8 % | |||
| Hilltop Holdings Inc. | 327.162 $ | -64.696 $ | -16,5 % | 391.858 $ | -3.708 $ | -0,9 % | 395.566 $ | |||||
| Southeast Asset Advisors, LLC | 391.627 $ | -3.785 $ | -1,0 % | 395.412 $ | ||||||||
| Caldwell Trust Co | 395.048 $ | +13.332 $ | +3,5 % | 381.716 $ | -2.435 $ | -0,6 % | 384.151 $ | -641 $ | -0,2 % | |||
| Weaver Consulting Group | 354.991 $ | -35.187 $ | -9,0 % | 390.178 $ | +52.402 $ | +15,5 % | 337.776 $ | +87.122 $ | +34,8 % | 250.654 $ | -4.761 $ | -1,9 % |
| FSM Wealth Advisors, LLC | 383.016 $ | -3.702 $ | -1,0 % | 386.718 $ | -2.467 $ | -0,6 % | 389.185 $ | +25.726 $ | +7,1 % | |||
| Fortress Financial Solutions, LLC | 373.366 $ | -15.003 $ | -3,9 % | 388.369 $ | +18.207 $ | +4,9 % | 370.162 $ | -11.861 $ | -3,1 % | |||
| SEEDS INVESTOR LLC | 387.324 $ | |||||||||||
| Callan Family Office, LLC | 237.104 $ | +30.520 $ | +14,8 % | 206.584 $ | -179.716 $ | -46,5 % | 386.300 $ | |||||
| InTrack Investment Management Inc | 290.877 $ | -67.330 $ | -18,8 % | 358.207 $ | -2.871 $ | -0,8 % | 361.078 $ | -22.910 $ | -6,0 % | 383.988 $ | +59.826 $ | +18,5 % |
| Community Bank, N.A. | 361.973 $ | -20.602 $ | -5,4 % | 382.575 $ | +139.672 $ | +57,5 % | 242.903 $ | -194.339 $ | -44,4 % | |||
| EXCALIBUR MANAGEMENT CORP | 380.421 $ | |||||||||||
| TD Waterhouse Canada Inc. | 377.142 $ | +93.505 $ | +33,0 % | 283.637 $ | +97.158 $ | +52,1 % | 186.479 $ | -18.387 $ | -9,0 % | 204.866 $ | -41.853 $ | -17,0 % |
| NOVEM GROUP | 375.023 $ | +85.764 $ | +29,6 % | 289.259 $ | +35.981 $ | +14,2 % | 253.278 $ | |||||
| ZENITH SOLUTIONS, INC. | 374.909 $ | +5.754 $ | +1,6 % | 369.155 $ | ||||||||
| Cyndeo Wealth Partners, LLC | 373.767 $ | +5.737 $ | +1,6 % | 368.030 $ | +47.365 $ | +14,8 % | 320.665 $ | -15.125 $ | -4,5 % | 335.790 $ | +7.269 $ | +2,2 % |
| Tradewinds, LLC. | 371.600 $ | |||||||||||
| PEAPACK GLADSTONE FINANCIAL CORP | 371.000 $ | |||||||||||
| Ledyard National Bank | 370.500 $ | |||||||||||
| Portside Wealth Group, LLC | 335.937 $ | -34.163 $ | -9,2 % | 370.100 $ | +27.687 $ | +8,1 % | 342.413 $ | -26.097 $ | -7,1 % | 368.510 $ | +67.520 $ | +22,4 % |
| EASTERN BANK | 109.354 $ | -195.868 $ | -64,2 % | 305.222 $ | -23.732 $ | -7,2 % | 328.954 $ | -40.574 $ | -11,0 % | 369.528 $ | +253.670 $ | +218,9 % |
| Prepared Retirement Institute LLC | 368.851 $ | |||||||||||
| FSA Advisors, Inc. | 363.283 $ | +30.179 $ | +9,1 % | 333.104 $ | +221.210 $ | +197,7 % | 111.894 $ | |||||
| Affiance Financial, LLC | 329.046 $ | -28.796 $ | -8,0 % | 357.842 $ | -1.135 $ | -0,3 % | 358.977 $ | -2.886 $ | -0,8 % | 361.863 $ | -6.874 $ | -1,9 % |
| National Wealth Management Group, LLC | 361.058 $ | +143.636 $ | +66,1 % | 217.422 $ | -55.077 $ | -20,2 % | ||||||
| Moors & Cabot, Inc. | 357.142 $ | +21.836 $ | +6,5 % | 335.306 $ | -15.739 $ | -4,5 % | 351.045 $ | |||||
| Portland Financial Advisors Inc | 355.178 $ | +116.382 $ | +48,7 % | 238.796 $ | -1.523 $ | -0,6 % | 240.319 $ | -401 $ | -0,2 % | |||
| Global Strategic Investment Solutions, LLC | 353.620 $ | +5.938 $ | +1,7 % | 347.682 $ | +45.200 $ | +14,9 % | 302.482 $ | -13.731 $ | -4,3 % | 316.213 $ | +7.335 $ | +2,4 % |
| Successful Portfolios LLC | 341.964 $ | -11.291 $ | -3,2 % | 353.255 $ | +6.507 $ | +1,9 % | 346.748 $ | +44.650 $ | +14,8 % | 302.098 $ | +12.513 $ | +4,3 % |
| Visionary Wealth Advisors | 348.572 $ | -3.250 $ | -0,9 % | 351.822 $ | +53.070 $ | +17,8 % | 298.752 $ | -498 $ | -0,2 % | |||
| Fortitude Advisory Group L.L.C. | 350.282 $ | +92.110 $ | +35,7 % | 258.172 $ | ||||||||
| StoneX Group Inc. | 273.599 $ | -76.605 $ | -21,9 % | 350.204 $ | ||||||||
| Galvin, Gaustad & Stein, LLC | 259.898 $ | -2.208 $ | -0,8 % | 262.106 $ | -87.202 $ | -25,0 % | 349.308 $ | -18.008 $ | -4,9 % | |||
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 348.738 $ | |||||||||||
| BFSG, LLC | 347.688 $ | +208.936 $ | +150,6 % | 138.752 $ | +3.310 $ | +2,4 % | 135.442 $ | |||||
| Essential Partners LLC | 241.084 $ | -76.550 $ | -24,1 % | 317.634 $ | -29.930 $ | -8,6 % | 347.564 $ | +10.399 $ | +3,1 % | 337.165 $ | -3.349 $ | -1,0 % |
| TITLEIST ASSET MANAGEMENT, LLC | 346.184 $ | +4.017 $ | +1,2 % | |||||||||
| Squarepoint Ops LLC | 344.735 $ | |||||||||||
| BOSTON FAMILY OFFICE LLC | 341.000 $ | -2.000 $ | -0,6 % | 343.000 $ | -2.000 $ | -0,6 % | ||||||
| Pacific Excel Wealth Advisors, Inc. | 339.397 $ | |||||||||||
| Heritage Family Offices, LLP | 339.397 $ | +43.687 $ | +14,8 % | 295.710 $ | -13.948 $ | -4,5 % | 309.658 $ | +6.703 $ | +2,2 % | |||
| Belvedere Trading LLC | 338.720 $ | +29.680 $ | +9,6 % | 309.040 $ | -84.015 $ | -21,4 % | ||||||
| Ellis Investment Partners, LLC | 337.462 $ | +36.976 $ | +12,3 % | 300.486 $ | +89.407 $ | +42,4 % | 211.079 $ | +4.277 $ | +2,1 % | 206.802 $ | ||
| Elevation Capital Advisory, LLC | 333.473 $ | -3.223 $ | -1,0 % | 336.696 $ | ||||||||
| Cassilly Financial Group LLC | 335.767 $ | +69.413 $ | +26,1 % | 266.354 $ | ||||||||
| LWM Advisory Services, LLC | 334.991 $ | |||||||||||
| Gateway Wealth Partners, LLC | 332.678 $ | +125.681 $ | +60,7 % | 206.997 $ | ||||||||
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 327.749 $ | |||||||||||
| Rockbridge Investment Management, LCC | 324.304 $ | +1.473 $ | +0,5 % | 322.831 $ | -4.272 $ | -1,3 % | 327.103 $ | -27.303 $ | -7,7 % | |||
| Arlington Financial Advisors, LLC | 299.051 $ | -12.245 $ | -3,9 % | 311.296 $ | -3.009 $ | -1,0 % | 314.305 $ | -12.553 $ | -3,8 % | 326.858 $ | -546 $ | -0,2 % |
| Privatperson | 275.121 $ | -51.438 $ | -15,8 % | 326.559 $ | ||||||||
| HAZLETT, BURT & WATSON, INC. | 326.000 $ | +20.000 $ | +6,5 % | 306.000 $ | +8.000 $ | +2,7 % | 298.000 $ | +26.000 $ | +9,6 % | |||
| Clear Creek Financial Management, LLC | 322.090 $ | -3.113 $ | -1,0 % | 325.203 $ | +922 $ | +0,3 % | 324.281 $ | -1.533.829 $ | -82,5 % | |||
| Trexquant Investment LP | 324.832 $ | |||||||||||
| PRAIRIEVIEW WEALTH PARTNERS, LLC | 250.724 $ | -7.902 $ | -3,1 % | 258.626 $ | -63.018 $ | -19,6 % | 321.644 $ | -537 $ | -0,2 % | |||
| Oxbow Advisors, LLC | 222.200 $ | -99.202 $ | -30,9 % | 321.402 $ | -19.951 $ | -5,8 % | ||||||
| Geneos Wealth Management Inc. | 321.125 $ | +112.471 $ | +53,9 % | 208.654 $ | -6.324 $ | -2,9 % | 214.978 $ | +49.256 $ | +29,7 % | |||
| FLP Wealth Management, LLC | 319.995 $ | +20.119 $ | +6,7 % | 299.876 $ | ||||||||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 318.730 $ | |||||||||||
| Integrity Investment Advisors, LLC | 256.858 $ | -2.482 $ | -1,0 % | 259.340 $ | -57.690 $ | -18,2 % | 317.030 $ | |||||
| Root Financial Partners, LLC | 121.736 $ | -195.090 $ | -61,6 % | 316.826 $ | +103.057 $ | +48,2 % | 213.769 $ | -75.141 $ | -26,0 % | |||
| Iowa State Bank | 298.655 $ | -12.229 $ | -3,9 % | 310.884 $ | -3.004 $ | -1,0 % | 313.888 $ | -2.003 $ | -0,6 % | 315.891 $ | -527 $ | -0,2 % |
| WOODMONT INVESTMENT COUNSEL LLC | 304.219 $ | -9.490 $ | -3,0 % | 313.709 $ | -2.002 $ | -0,6 % | 315.711 $ | -527 $ | -0,2 % | |||
| Atlas Legacy Advisors, LLC | 295.930 $ | -15.387 $ | -4,9 % | 311.317 $ | -2.502 $ | -0,8 % | 313.819 $ | |||||
| Connecticut Wealth Management, LLC | 269.248 $ | -11.025 $ | -3,9 % | 280.273 $ | -31.174 $ | -10,0 % | 311.447 $ | -1.987 $ | -0,6 % | 313.434 $ | -278.882 $ | -47,1 % |
| Redhawk Wealth Advisors, Inc. | 313.184 $ | +4.807 $ | +1,6 % | 308.377 $ | +39.694 $ | +14,8 % | 268.683 $ | -12.673 $ | -4,5 % | 281.356 $ | +6.857 $ | +2,5 % |
| Regal Investment Advisors LLC | 278.624 $ | +7.145 $ | +2,6 % | 271.479 $ | -41.278 $ | -13,2 % | 312.757 $ | -11.671 $ | -3,6 % | |||
| TRUEFG, LLC | 310.994 $ | -765 $ | -0,2 % | 311.759 $ | ||||||||
| Forvis Mazars Wealth Advisors, LLC | 272.721 $ | -38.522 $ | -12,4 % | 311.243 $ | -254 $ | -0,1 % | 311.497 $ | +30.417 $ | +10,8 % | 281.080 $ | ||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 310.268 $ | +39.938 $ | +14,8 % | 270.330 $ | ||||||||
| MMA ASSET MANAGEMENT LLC | 304.848 $ | +39.240 $ | +14,8 % | 265.608 $ | -12.528 $ | -4,5 % | 278.136 $ | +6.021 $ | +2,2 % | |||
| 55 North Private Wealth, LLC | 304.717 $ | |||||||||||
| WBI INVESTMENTS, LLC | 302.294 $ | +52.416 $ | +21,0 % | 249.878 $ | +8.209 $ | +3,4 % | 241.669 $ | +3.720 $ | +1,6 % | |||
| Petersen Hastings Wealth Advisors Inc. | 302.096 $ | +10.777 $ | +3,7 % | 291.319 $ | -1.199 $ | -0,4 % | 292.518 $ | |||||
| TME FINANCIAL, INC. | 247.082 $ | -23.368 $ | -8,6 % | 270.450 $ | -30.473 $ | -10,1 % | 300.923 $ | -480 $ | -0,2 % | 301.403 $ | -29.509 $ | -8,9 % |
| Kohmann Bosshard Financial Services, LLC | 254.204 $ | -2.457 $ | -1,0 % | 256.661 $ | -43.977 $ | -14,6 % | 300.638 $ | +41.909 $ | +16,2 % | |||
| BAR HARBOR WEALTH MANAGEMENT | 297.748 $ | +82.884 $ | +38,6 % | 214.864 $ | ||||||||
| Northwest Wealth Advisors, LLC | 297.621 $ | +38.984 $ | +15,1 % | 258.637 $ | -11.400 $ | -4,2 % | 270.037 $ | |||||
| Emergent Wealth Advisors, LLC | 297.560 $ | +4.567 $ | +1,6 % | 292.993 $ | +37.714 $ | +14,8 % | 255.279 $ | -12.041 $ | -4,5 % | 267.320 $ | +5.787 $ | +2,2 % |
| REICON WEALTH ADVISORS, LLC | 294.900 $ | +175.800 $ | +147,6 % | 119.100 $ | -760 $ | -0,6 % | 119.860 $ | |||||
| United Asset Strategies, Inc. | 294.796 $ | |||||||||||
| Keewaydin Investments LLC | 293.897 $ | |||||||||||
| WASHINGTON TRUST BANK | 256.244 $ | -36.514 $ | -12,5 % | 292.758 $ | ||||||||
| Circle Wealth Management, LLC | 292.043 $ | |||||||||||
| WALLER FINANCIAL PLANNING GROUP, INC | 231.569 $ | -12.903 $ | -5,3 % | 244.472 $ | -36.961 $ | -13,1 % | 281.433 $ | -10.606 $ | -3,6 % | 292.039 $ | +8.757 $ | +3,1 % |
| Noble Family Wealth, LLC | 292.010 $ | |||||||||||
| Ballentine Partners, LLC | 288.058 $ | -2.784 $ | -1,0 % | 290.842 $ | +14.924 $ | +5,4 % | 275.918 $ | |||||
| ETF Store, Inc. | 253.391 $ | -37.213 $ | -12,8 % | 290.604 $ | +1.916 $ | +0,7 % | 288.688 $ | +564 $ | +0,2 % | 288.124 $ | -21.757 $ | -7,0 % |
| Stanich Group LLC | 289.304 $ | +4.440 $ | +1,6 % | 284.864 $ | ||||||||
| Ballast, Inc. | 289.193 $ | |||||||||||
| RITHOLTZ WEALTH MANAGEMENT | 201.079 $ | -87.159 $ | -30,2 % | 288.238 $ | ||||||||
| Sunflower Bank, N.A. | 245.888 $ | -19.586 $ | -7,4 % | 265.474 $ | -22.550 $ | -7,8 % | 288.024 $ | +11.646 $ | +4,2 % | |||
| Johnson Bixby & Associates, LLC | 220.172 $ | -41.074 $ | -15,7 % | 261.246 $ | -25.939 $ | -9,0 % | 287.185 $ | +19.451 $ | +7,3 % | |||
| Crews Bank & Trust | 285.166 $ | +713 $ | +0,3 % | 284.453 $ | -1.895 $ | -0,7 % | 286.348 $ | -13.325 $ | -4,4 % | |||
| PRIVATE MANAGEMENT GROUP INC | 285.880 $ | +36.799 $ | +14,8 % | 249.081 $ | -11.749 $ | -4,5 % | 260.830 $ | +5.647 $ | +2,2 % | |||
| Slagle Financial, LLC | 282.243 $ | -3.385 $ | -1,2 % | 285.628 $ | ||||||||
| Solidarity Wealth, LLC | 283.456 $ | +4.351 $ | +1,6 % | 279.105 $ | +35.926 $ | +14,8 % | 243.179 $ | -11.470 $ | -4,5 % | 254.649 $ | +5.513 $ | +2,2 % |
| TIAA TRUST, NATIONAL ASSOCIATION | 283.081 $ | -2.640 $ | -0,9 % | |||||||||
| Capital Planning Advisors, LLC | 280.481 $ | -1.789 $ | -0,6 % | 282.270 $ | -471 $ | -0,2 % | ||||||
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 282.154 $ | +7.318 $ | +2,7 % | |||||||||
| C M BIDWELL & ASSOCIATES LTD | 277.206 $ | -2.679 $ | -1,0 % | 279.885 $ | -1.786 $ | -0,6 % | 281.671 $ | -470 $ | -0,2 % | |||
| Capital Analysts, LLC | 281.000 $ | +123.000 $ | +77,8 % | 158.000 $ | -3.000 $ | -1,9 % | 161.000 $ | -2.000 $ | -1,2 % | |||
| Evolution Advisers, Inc. | 280.000 $ | |||||||||||
| HEADINVEST, LLC | 279.444 $ | +35.970 $ | +14,8 % | 243.474 $ | -11.484 $ | -4,5 % | 254.958 $ | +5.519 $ | +2,2 % | |||
| Golden State Wealth Management, LLC | 277.974 $ | +262.938 $ | +1.748,7 % | 15.036 $ | +9.982 $ | +197,5 % | 5.054 $ | +36 $ | +0,7 % | |||
| Nicholson Meyer Capital Management, Inc. | 277.750 $ | +35.752 $ | +14,8 % | 241.998 $ | -11.415 $ | -4,5 % | 253.413 $ | +5.486 $ | +2,2 % | |||
| Berkeley, Inc | 277.297 $ | +4.317 $ | +1,6 % | 272.980 $ | +32.239 $ | +13,4 % | 240.741 $ | -20.563 $ | -7,9 % | 261.304 $ | +5.714 $ | +2,2 % |
| WJ Financial Advisors LLC | 265.250 $ | -841 $ | -0,3 % | 266.091 $ | -10.510 $ | -3,8 % | 276.601 $ | -31.012 $ | -10,1 % | |||
| Raleigh Capital Management Inc. | 276.309 $ | +30.092 $ | +12,2 % | 246.217 $ | +200.319 $ | +436,4 % | 45.898 $ | |||||
| BRASADA CAPITAL MANAGEMENT, LP | 276.026 $ | |||||||||||
| HOWARD WEALTH MANAGEMENT, LLC | 275.587 $ | +2.119 $ | +0,8 % | 273.468 $ | +10.655 $ | +4,1 % | 262.813 $ | +18.248 $ | +7,5 % | |||
| Financial Council, LLC | 274.883 $ | +6.398 $ | +2,4 % | 268.485 $ | -1.265 $ | -0,5 % | 269.750 $ | -3.814 $ | -1,4 % | |||
| Abacus Planning Group, Inc. | 273.347 $ | +35.185 $ | +14,8 % | 238.162 $ | -11.233 $ | -4,5 % | 249.395 $ | +5.399 $ | +2,2 % | |||
| OKABENA INVESTMENT SERVICES INC | 272.670 $ | +35.098 $ | +14,8 % | 237.572 $ | ||||||||
| INSPIRION WEALTH ADVISORS, LLC | 270.728 $ | +4.714 $ | +1,8 % | 266.014 $ | +33.755 $ | +14,5 % | 232.259 $ | -10.955 $ | -4,5 % | 243.214 $ | +12.532 $ | +5,4 % |
| WESTBOURNE INVESTMENTS, INC. | 269.278 $ | -854 $ | -0,3 % | 270.132 $ | +10.774 $ | +4,2 % | 259.358 $ | -26.329 $ | -9,2 % | |||
| Fragasso Financial Advisors Inc | 270.041 $ | |||||||||||
| Intrua Financial, LLC | 269.621 $ | +34.705 $ | +14,8 % | 234.916 $ | -20.969 $ | -8,2 % | 255.885 $ | +5.539 $ | +2,2 % | |||
| GWN SECURITIES INC. | 204.550 $ | -64.369 $ | -23,9 % | 268.919 $ | ||||||||
| Frontier Asset Management, LLC | 207.874 $ | -59.809 $ | -22,3 % | 267.683 $ | -10.723 $ | -3,9 % | ||||||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 263.000 $ | -2.000 $ | -0,8 % | 265.000 $ | -1.000 $ | -0,4 % | 266.000 $ | +20.000 $ | +8,1 % | |||
| S.E.E.D. Planning Group LLC | 265.568 $ | |||||||||||
| Valtrion Capital Management, LLC | 265.556 $ | +34.182 $ | +14,8 % | 231.374 $ | -10.913 $ | -4,5 % | 242.287 $ | +5.245 $ | +2,2 % | |||
| Traub Capital Management LLC | 264.525 $ | +16.201 $ | +6,5 % | 248.324 $ | +5.607 $ | +2,3 % | 242.717 $ | -405 $ | -0,2 % | |||
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 264.489 $ | |||||||||||
| Birchcreek Wealth Management, LLC | 263.936 $ | +6.442 $ | +2,5 % | 257.494 $ | ||||||||
| IMA Advisory Services, Inc. | 263.585 $ | |||||||||||
| 1ST SOURCE BANK | 263.524 $ | +38.643 $ | +17,2 % | 224.881 $ | ||||||||
| Professional Financial Advisors, LLC | 257.633 $ | -4.002 $ | -1,5 % | 261.635 $ | +25.400 $ | +10,8 % | 236.235 $ | +21.985 $ | +10,3 % | 214.250 $ | ||
| MEYER HANDELMAN CO | 253.378 $ | -2.449 $ | -1,0 % | 255.827 $ | -5.708 $ | -2,2 % | 261.535 $ | +3.646 $ | +1,4 % | |||
| KAVAR CAPITAL PARTNERS GROUP, LLC | 260.293 $ | |||||||||||
| Kilter Group LLC | 73.843 $ | -186.272 $ | -71,6 % | 260.115 $ | +225.055 $ | +641,9 % | 35.060 $ | +9.127 $ | +35,2 % | |||
| Tempus Wealth Planning, LLC | 258.548 $ | +1.408 $ | +0,5 % | 257.140 $ | +42.002 $ | +19,5 % | 215.138 $ | |||||
| Fairscale Capital, LLC | 254.204 $ | -2.457 $ | -1,0 % | 256.661 $ | -1.637 $ | -0,6 % | 258.298 $ | -431 $ | -0,2 % | |||
| Principle Wealth Partners LLC | 255.017 $ | -2.465 $ | -1,0 % | 257.482 $ | ||||||||
| SwitchPoint Financial Planning, LLC | 257.284 $ | +35 $ | +0,0 % | 257.249 $ | -67 $ | -0,0 % | 257.316 $ | +2.486 $ | +1,0 % | |||
| Beaumont Asset Management, L.L.C. | 257.312 $ | +3.949 $ | +1,6 % | 253.363 $ | +32.613 $ | +14,8 % | 220.750 $ | -10.412 $ | -4,5 % | 231.162 $ | +5.004 $ | +2,2 % |
| Baker Avenue Asset Management, LP | 248.955 $ | +19.571 $ | +8,5 % | 229.384 $ | -26.327 $ | -10,3 % | 255.711 $ | +403 $ | +0,2 % | |||
| Connecticut Capital Management Group, LLC | 255.332 $ | +449 $ | +0,2 % | 254.883 $ | ||||||||
| Texas Bank & Trust Co | 249.721 $ | -3.843 $ | -1,5 % | 253.564 $ | -1.618 $ | -0,6 % | 255.182 $ | -426 $ | -0,2 % | |||
| Evanson Financial, LLC | 254.634 $ | |||||||||||
| BridgePort Financial Solutions, LLC | 249.603 $ | -2.413 $ | -1,0 % | 252.016 $ | -1.608 $ | -0,6 % | 253.624 $ | +4.499 $ | +1,8 % | |||
| Tenzing Financial LLC | 252.651 $ | +38.358 $ | +17,9 % | 214.293 $ | +5.382 $ | +2,6 % | 208.911 $ | |||||
| INTEGRITY ALLIANCE, LLC. | 252.559 $ | +16.857 $ | +7,2 % | 235.702 $ | +30.860 $ | +15,1 % | 204.842 $ | |||||
| ADIRONDACK TRUST CO | 252.496 $ | +3.883 $ | +1,6 % | 248.613 $ | +32.003 $ | +14,8 % | 216.610 $ | +289 $ | +0,1 % | 216.321 $ | +4.683 $ | +2,2 % |
| BLB&B Advisors, LLC | 248.365 $ | -2.401 $ | -1,0 % | 250.766 $ | -1.600 $ | -0,6 % | 252.366 $ | -471 $ | -0,2 % | |||
| Jacobs Equity LLC | 251.963 $ | |||||||||||
| CWA Asset Management Group, LLC | 251.000 $ | |||||||||||
| LINCOLN CAPITAL CORP | 241.768 $ | -8.307 $ | -3,3 % | 250.075 $ | +3.598 $ | +1,5 % | 246.477 $ | -75 $ | -0,0 % | 246.552 $ | +32.065 $ | +14,9 % |
| MILLINGTON SECURITIES, LLC | 249.878 $ | |||||||||||
| Hill Investment Group Partners, LLC | 248.829 $ | |||||||||||
| Aviance Capital Partners, LLC | 248.439 $ | -85 $ | -0,0 % | 248.524 $ | ||||||||
| Avidian Wealth Enterprises, LLC | 246.074 $ | |||||||||||
| Csenge Advisory Group | 244.838 $ | +6.359 $ | +2,7 % | 238.479 $ | -10.351 $ | -4,2 % | ||||||
| NORTH DALLAS BANK & TRUST CO | 244.708 $ | +21.455 $ | +9,6 % | 223.253 $ | -1.425 $ | -0,6 % | 224.678 $ | |||||
| Krilogy Financial LLC | 244.556 $ | +15.148 $ | +6,6 % | 229.408 $ | +2.527 $ | +1,1 % | 226.881 $ | -72.269 $ | -24,2 % | |||
| Canandaigua National Trust Co of Florida | 243.915 $ | |||||||||||
| DT Investment Partners, LLC | 243.788 $ | +28.241 $ | +13,1 % | 215.547 $ | -8.850 $ | -3,9 % | 224.397 $ | +36.637 $ | +19,5 % | |||
| Advus Financial Partners, LLC | 214.958 $ | -25.641 $ | -10,7 % | 240.599 $ | ||||||||
| BEACON FINANCIAL GROUP | 217.959 $ | -21.908 $ | -9,1 % | 239.867 $ | ||||||||
| Chevy Chase Trust Holdings, LLC | 238.798 $ | +30.738 $ | +14,8 % | 208.060 $ | -9.813 $ | -4,5 % | 217.873 $ | -7.075 $ | -3,1 % | |||
| Schiavi & Co LLC | 238.791 $ | |||||||||||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 238.556 $ | -176 $ | -0,1 % | 238.732 $ | +23.541 $ | +10,9 % | 215.191 $ | |||||
| Nicht ausgewiesen | 237.470 $ | +61.557 $ | +35,0 % | 175.913 $ | -1.278 $ | -0,7 % | 177.191 $ | +7.482 $ | +4,4 % | |||
| Astra Wealth Partners LLC | 237.443 $ | +30.564 $ | +14,8 % | 206.879 $ | -9.758 $ | -4,5 % | 216.637 $ | -245.935 $ | -53,2 % | |||
| Caprock Group, LLC | 237.104 $ | |||||||||||
| Fort Sheridan Advisors LLC | 235.749 $ | +30.345 $ | +14,8 % | 205.404 $ | -9.688 $ | -4,5 % | 215.092 $ | +4.656 $ | +2,2 % | |||
| TRANSCEND CAPITAL ADVISORS, LLC | 219.593 $ | -15.102 $ | -6,4 % | 234.695 $ | -251.596 $ | -51,7 % | ||||||
| CIBC Private Wealth Group LLC | 233.178 $ | +80.562 $ | +52,8 % | |||||||||
| PCM Encore, LLC | 232.023 $ | +29.866 $ | +14,8 % | 202.157 $ | ||||||||
| TD Capital Management LLC | 231.485 $ | |||||||||||
| Ethic Inc. | 230.848 $ | |||||||||||
| Greenline Wealth Management LLC | 230.698 $ | +94.063 $ | +68,8 % | 136.635 $ | ||||||||
| DeLarme Wealth Management, Inc. | 229.991 $ | +29.605 $ | +14,8 % | 200.386 $ | -9.452 $ | -4,5 % | 209.838 $ | |||||
| SIMPLEX TRADING, LLC | 25.951 $ | -1.620 $ | -5,9 % | 27.571 $ | -202.101 $ | -88,0 % | 229.672 $ | -612.328 $ | -72,7 % | |||
| Financial Management Professionals, Inc. | 192.732 $ | +7.102 $ | +3,8 % | 185.630 $ | -43.987 $ | -19,2 % | 229.617 $ | +4.971 $ | +2,2 % | |||
| Berger Financial Group, Inc | 203.187 $ | -1.963 $ | -1,0 % | 205.150 $ | -24.203 $ | -10,6 % | 229.353 $ | |||||
| Diversified Trust Co | 205.090 $ | -21.445 $ | -9,5 % | 226.535 $ | ||||||||
| Archvest Wealth Advisors, Inc. | 224.065 $ | -2.165 $ | -1,0 % | 226.230 $ | ||||||||
| BRIGHTON JONES LLC | 226.139 $ | +1.950 $ | +0,9 % | 224.189 $ | -2.814 $ | -1,2 % | ||||||
| CHAPMAN FINANCIAL GROUP, LLC | 145.740 $ | -1.409 $ | -1,0 % | 147.149 $ | -78.848 $ | -34,9 % | 225.997 $ | -377 $ | -0,2 % | |||
| Carl P. Sherr & Co., LLC | 221.706 $ | -2.142 $ | -1,0 % | 223.848 $ | -1.316 $ | -0,6 % | 225.164 $ | |||||
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 224.478 $ | -204 $ | -0,1 % | 224.682 $ | ||||||||
| RDA Financial Network | 204.955 $ | -18.712 $ | -8,4 % | 223.667 $ | -187.831 $ | -45,6 % | ||||||
| Bison Wealth, LLC | 223.097 $ | |||||||||||
| Legacy Advisors, LLC | 207.866 $ | -15.020 $ | -6,7 % | 222.886 $ | +10.926 $ | +5,2 % | 211.960 $ | +10.521 $ | +5,2 % | 201.439 $ | -4.058 $ | -2,0 % |
| FOUNDERS FINANCIAL SECURITIES LLC | 222.560 $ | +17.824 $ | +8,7 % | 204.736 $ | -4.558 $ | -2,2 % | 209.294 $ | |||||
| Members Trust Co | 221.705 $ | |||||||||||
| American Capital Advisory, LLC | 221.672 $ | +28.564 $ | +14,8 % | 193.108 $ | -9.072 $ | -4,5 % | 202.180 $ | +4.409 $ | +2,2 % | |||
| PURE PORTFOLIOS HOLDINGS LLC | 221.611 $ | +1.636 $ | +0,7 % | |||||||||
| Freedom Investment Management, Inc. | 216.776 $ | -4.323 $ | -2,0 % | 221.099 $ | -663 $ | -0,3 % | ||||||
| Elm Partners Management LLC | 220.604 $ | |||||||||||
| Severin Investments, LLC | 218.965 $ | +13.696 $ | +6,7 % | 205.269 $ | ||||||||
| IFG Advisors, LLC | 209.196 $ | -7.302 $ | -3,4 % | 216.498 $ | -1.917 $ | -0,9 % | 218.415 $ | -7.215 $ | -3,2 % | |||
| Simmons Bank | 204.484 $ | -1.976 $ | -1,0 % | 206.460 $ | -11.386 $ | -5,2 % | 217.846 $ | |||||
| HARMONY ASSET MANAGEMENT LLC | 204.023 $ | -13.262 $ | -6,1 % | 217.285 $ | ||||||||
| ProCore Advisors, LLC | 217.223 $ | +11.597 $ | +5,6 % | 205.626 $ | +2.943 $ | +1,5 % | 202.683 $ | |||||
| Integrity Advisory Solutions, LLC | 214.559 $ | |||||||||||
| Nuveen, LLC | 213.055 $ | |||||||||||
| FINANCIAL MANAGEMENT NETWORK INC | 210.333 $ | -1.449 $ | -0,7 % | 211.782 $ | +177 $ | +0,1 % | ||||||
| EVERETT HARRIS & CO /CA/ | 211.700 $ | |||||||||||
| Qube Research & Technologies Ltd | 211.630 $ | +178.278 $ | +534,5 % | 33.352 $ | -81.470 $ | -71,0 % | 114.822 $ | -119.479 $ | -51,0 % | |||
| Partners in Financial Planning | 210.976 $ | -283 $ | -0,1 % | 211.259 $ | ||||||||
| SEMITAM BONAM LLC | 207.315 $ | -2.003 $ | -1,0 % | 209.318 $ | -1.336 $ | -0,6 % | 210.654 $ | -592 $ | -0,3 % | |||
| Markowski Investments | 209.353 $ | |||||||||||
| J. R. Prunier Capital Management LLC | 208.565 $ | -750 $ | -0,4 % | 209.315 $ | ||||||||
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 208.787 $ | +29 $ | +0,0 % | 208.758 $ | -55 $ | -0,0 % | 208.813 $ | +2.261 $ | +1,1 % | |||
| Empirical Asset Management, LLC | 208.687 $ | -319.999 $ | -60,5 % | |||||||||
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 208.397 $ | -694 $ | -0,3 % | |||||||||
| HMS Capital Management, LLC | 207.772 $ | +6.650 $ | +3,3 % | 201.122 $ | ||||||||
| WealthCare Investment Partners, LLC | 206.879 $ | |||||||||||
| Fonville Wealth Management LLC | 206.843 $ | |||||||||||
| Baltimore-Washington Financial Advisors, Inc. | 204.926 $ | |||||||||||
| Latitude Advisors, LLC | 204.463 $ | -18.324 $ | -8,2 % | |||||||||
| STANSBERRY ASSET MANAGEMENT, LLC | 203.822 $ | -139.129 $ | -40,6 % | |||||||||
| Alpha Zero LLC | 202.843 $ | |||||||||||
| Whitegate Investment Counselors, Inc. | 200.303 $ | -636 $ | -0,3 % | 200.939 $ | -1.615 $ | -0,8 % | 202.554 $ | |||||
| Cape Investment Advisory, Inc. | 132.201 $ | -14.450 $ | -9,9 % | 146.651 $ | -53.159 $ | -26,6 % | 199.810 $ | +98.806 $ | +97,8 % | |||
| Rakuten Securities, Inc. | 30.187 $ | -22.239 $ | -42,4 % | 52.426 $ | -144.943 $ | -73,4 % | 197.369 $ | +153.754 $ | +352,5 % | |||
| Grove Bank & Trust | 195.800 $ | -1.250 $ | -0,6 % | 197.050 $ | -329 $ | -0,2 % | ||||||
| Avion Wealth | 188.000 $ | -2.000 $ | -1,1 % | 190.000 $ | +63.000 $ | +49,6 % | 127.000 $ | +12.000 $ | +10,4 % | |||
| Coston, McIsaac & Partners | 182.000 $ | -2.000 $ | -1,1 % | 184.000 $ | -1.000 $ | -0,5 % | 185.000 $ | +0 $ | +0,0 % | |||
| UMB Bank, n.a. | 91.950 $ | -89.916 $ | -49,4 % | 181.866 $ | +123.494 $ | +211,6 % | 58.372 $ | |||||
| Bogart Wealth, LLC | 170.461 $ | -1.509 $ | -0,9 % | 171.970 $ | -8.045 $ | -4,5 % | 180.015 $ | +28.332 $ | +18,7 % | |||
| Anfield Capital Management, LLC | 176.030 $ | |||||||||||
| TSFG, LLC | 172.000 $ | -2.000 $ | -1,1 % | 174.000 $ | -1.000 $ | -0,6 % | 175.000 $ | -26.000 $ | -12,9 % | |||
| S.A. Mason LLC | 165.164 $ | -6.763 $ | -3,9 % | 171.927 $ | ||||||||
| Private Wealth Asset Management, LLC | 169.836 $ | +6.572 $ | +4,0 % | 163.264 $ | ||||||||
| Frankly Finances, LLC | 167.336 $ | -1.067 $ | -0,6 % | 168.403 $ | ||||||||
| Decker Retirement Planning Inc. | 166.337 $ | +18.230 $ | +12,3 % | 148.107 $ | +5.529 $ | +3,9 % | 142.578 $ | -9.615 $ | -6,3 % | 152.193 $ | -4.116 $ | -2,6 % |
| 2UniFi Bank | 163.167 $ | +79.505 $ | +95,0 % | 83.662 $ | -10.165 $ | -10,8 % | ||||||
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 157.830 $ | -1.205 $ | -0,8 % | 159.035 $ | -1.097 $ | -0,7 % | 160.132 $ | -1.498 $ | -0,9 % | |||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 129.494 $ | -2.058 $ | -1,6 % | 131.552 $ | -26.922 $ | -17,0 % | 158.474 $ | -1.435.953 $ | -90,1 % | |||
| Morton Brown Family Wealth, LLC | 151.284 $ | -1.462 $ | -1,0 % | 152.746 $ | -974 $ | -0,6 % | 153.720 $ | -257 $ | -0,2 % | |||
| WHITTIER TRUST CO OF NEVADA INC | 151.390 $ | -1.730 $ | -1,1 % | 153.120 $ | +34.060 $ | +28,6 % | 119.060 $ | +99 $ | +0,1 % | |||
| BESSEMER GROUP INC | 151.000 $ | +110.000 $ | +268,3 % | 41.000 $ | +0 $ | +0,0 % | ||||||
| Sound Income Strategies, LLC | 149.546 $ | +32.957 $ | +28,3 % | 116.589 $ | +7.431 $ | +6,8 % | ||||||
| TRUST CO OF VERMONT | 148.453 $ | +1.179 $ | +0,8 % | 147.274 $ | +22.320 $ | +17,9 % | 124.954 $ | +14.199 $ | +12,8 % | |||
| TCTC Holdings, LLC | 145.904 $ | +426 $ | +0,3 % | |||||||||
| TRUST CO OF TOLEDO NA /OH/ | 24.987 $ | -67.730 $ | -73,1 % | 92.717 $ | -51.156 $ | -35,6 % | 143.873 $ | +118.583 $ | +468,9 % | 25.290 $ | -43 $ | -0,2 % |
| SIGNATUREFD, LLC | 50.850 $ | -10.825 $ | -17,6 % | 61.675 $ | -79.412 $ | -56,3 % | 141.087 $ | -3.151 $ | -2,2 % | |||
| GILPIN WEALTH MANAGEMENT, LLC | 134.577 $ | +72.310 $ | +116,1 % | 62.267 $ | +32.492 $ | +109,1 % | 29.775 $ | -190 $ | -0,6 % | 29.965 $ | ||
| Migdal Insurance & Financial Holdings Ltd. | 58.980 $ | -570 $ | -1,0 % | 59.550 $ | -74.450 $ | -55,6 % | 134.000 $ | +59.000 $ | +78,7 % | |||
| Ransom Advisory, Ltd | 127.052 $ | |||||||||||
| ASHTON THOMAS SECURITIES, LLC | 125.010 $ | +65.651 $ | +110,6 % | 59.359 $ | -361 $ | -0,6 % | 59.720 $ | +4.825 $ | +8,8 % | |||
| Annis Gardner Whiting Capital Advisors, LLC | 119.014 $ | -956 $ | -0,8 % | 119.970 $ | +101.035 $ | +533,6 % | ||||||
| OXFORD FINANCIAL GROUP, LTD. LLC | 117.075 $ | |||||||||||
| Security National Bank | 110.542 $ | -925 $ | -0,8 % | 111.467 $ | ||||||||
| RAELIPSKIE PARTNERSHIP | 109.113 $ | -1.055 $ | -1,0 % | 110.168 $ | -703 $ | -0,6 % | 110.871 $ | -185 $ | -0,2 % | |||
| Wealth Enhancement Trust Services, Inc. | 98.826 $ | -9.934 $ | -9,1 % | 108.760 $ | -344 $ | -0,3 % | 109.104 $ | -878 $ | -0,8 % | 109.982 $ | ||
| CARY STREET PARTNERS FINANCIAL LLC | 108.346 $ | +44.144 $ | +68,8 % | 64.202 $ | ||||||||
| NBT BANK, N.A. | 106.497 $ | -338 $ | -0,3 % | 106.835 $ | -859 $ | -0,8 % | 107.694 $ | -2.046 $ | -1,9 % | |||
| SYM FINANCIAL Corp | 102.319 $ | -4.633 $ | -4,3 % | 106.952 $ | ||||||||
| Synergy Investment Management, LLC | 105.868 $ | -1.025 $ | -1,0 % | 106.893 $ | ||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 105.970 $ | |||||||||||
| Lavaca Capital LLC | 103.715 $ | |||||||||||
| TOMPKINS FINANCIAL CORP | 102.153 $ | +80.509 $ | +372,0 % | 21.644 $ | ||||||||
| Larson Financial Group LLC | 74.853 $ | -25.408 $ | -25,3 % | 100.261 $ | +71.165 $ | +244,6 % | 29.096 $ | +513 $ | +1,8 % | |||
| Realta Investment Advisors | 99.780 $ | +98.842 $ | +10.537,5 % | 938 $ | ||||||||
| Woodside Wealth Management LLC | 99.664 $ | -166 $ | -0,2 % | |||||||||
| HM PAYSON & CO | 97.259 $ | -939 $ | -1,0 % | 98.198 $ | ||||||||
| Evelyn Partners Investment Management LLP | 95.888 $ | -160 $ | -0,2 % | |||||||||
| HANTZ FINANCIAL SERVICES, INC. | 6.000 $ | -6.000 $ | -50,0 % | 12.000 $ | -78.000 $ | -86,7 % | 90.000 $ | +69.000 $ | +328,6 % | |||
| Register Financial Advisors LLC | 88.470 $ | -855 $ | -1,0 % | 89.325 $ | -570 $ | -0,6 % | 89.895 $ | -150 $ | -0,2 % | |||
| Paladin Partners, LLC | 83.290 $ | -3.411 $ | -3,9 % | 86.701 $ | -838 $ | -1,0 % | 87.539 $ | -558 $ | -0,6 % | 88.097 $ | ||
| Capital Investment Counsel, Inc | 85.238 $ | |||||||||||
| Glen Eagle Advisors, LLC | 82.926 $ | -801 $ | -1,0 % | 83.727 $ | -535 $ | -0,6 % | 84.262 $ | -140 $ | -0,2 % | |||
| Institute for Wealth Management, LLC. | 82.572 $ | |||||||||||
| Rice Partnership, LLC | 82.309 $ | |||||||||||
| CENTRAL TRUST Co | 82.160 $ | +26.580 $ | +47,8 % | 55.580 $ | -1.445 $ | -2,5 % | 57.025 $ | -31.660 $ | -35,7 % | |||
| THOMPSON INVESTMENT MANAGEMENT, INC. | 47.821 $ | -1.958 $ | -3,9 % | 49.779 $ | -481 $ | -1,0 % | 50.260 $ | -29.783 $ | -37,2 % | 80.043 $ | -644 $ | -0,8 % |
| Estate Planners Group, LLC | 80.024 $ | |||||||||||
| Evelyn Partners Asset Management Ltd | 78.308 $ | -500 $ | -0,6 % | 78.808 $ | -7.295 $ | -8,5 % | ||||||
| Nicht ausgewiesen | 74.616 $ | -476 $ | -0,6 % | 75.092 $ | -126 $ | -0,2 % | ||||||
| Pacifica Partners Inc. | 74.021 $ | -447 $ | -0,6 % | 74.468 $ | -5.359 $ | -6,7 % | ||||||
| Asset Dedication, LLC | 73.004 $ | +42.669 $ | +140,7 % | 30.335 $ | -244 $ | -0,8 % | 30.579 $ | -581 $ | -1,9 % | |||
| Fort Vancouver Investment Management, LLC | 72.487 $ | +6.970 $ | +10,6 % | 65.517 $ | -3.090 $ | -4,5 % | 68.607 $ | -2.143 $ | -3,0 % | |||
| ORG Partners LLC | 68.296 $ | +6.031 $ | +9,7 % | |||||||||
| Wagner Wealth Management, LLC | 64.346 $ | |||||||||||
| Opal Wealth Advisors, LLC | 63.451 $ | |||||||||||
| FEDERATED HERMES, INC. | 63.346 $ | +54.578 $ | +622,5 % | |||||||||
| FWL INVESTMENT MANAGEMENT, LLC | 60.663 $ | -192 $ | -0,3 % | 60.855 $ | -490 $ | -0,8 % | 61.345 $ | -9.978 $ | -14,0 % | |||
| Rossby Financial, LCC | 55.028 $ | -6.253 $ | -10,2 % | 61.281 $ | +44.081 $ | +256,3 % | 17.200 $ | -27.875 $ | -61,8 % | |||
| Godfrey Financial Associates, Inc. | 51.431 $ | -1.866 $ | -3,5 % | 53.297 $ | -7.532 $ | -12,4 % | 60.829 $ | |||||
| Hamilton Point Investment Advisors, LLC | 60.170 $ | |||||||||||
| Ascentis Wealth Management, LLC | 57.221 $ | -182 $ | -0,3 % | 57.403 $ | -461 $ | -0,8 % | 57.864 $ | -1.099 $ | -1,9 % | |||
| GAMMA Investing LLC | 24.307 $ | -8.073 $ | -24,9 % | 32.380 $ | -313 $ | -1,0 % | 32.693 $ | -22.982 $ | -41,3 % | 55.675 $ | +6.210 $ | +12,6 % |
| IAG Wealth Partners, LLC | 53.518 $ | +6.889 $ | +14,8 % | 46.629 $ | -2.199 $ | -4,5 % | 48.828 $ | +1.057 $ | +2,2 % | |||
| NFSG Corp | 12.546 $ | -1.659 $ | -11,7 % | 14.205 $ | -39.168 $ | -73,4 % | 53.373 $ | +47.192 $ | +763,5 % | 6.181 $ | +134 $ | +2,2 % |
| Biltmore Family Office, LLC | 45.050 $ | +8.750 $ | +24,1 % | 36.300 $ | -16.546 $ | -31,3 % | 52.846 $ | |||||
| Colonial Trust Co / SC | 47.538 $ | -459 $ | -1,0 % | 47.997 $ | -3.363 $ | -6,5 % | 51.360 $ | -86 $ | -0,2 % | |||
| Murphy & Mullick Capital Management Corp | 49.938 $ | -158 $ | -0,3 % | 50.096 $ | -403 $ | -0,8 % | 50.499 $ | -959 $ | -1,9 % | |||
| Beaird Harris Wealth Management, LLC | 13.802 $ | -133 $ | -1,0 % | 13.935 $ | -36.454 $ | -72,3 % | 50.389 $ | -11.310 $ | -18,3 % | |||
| Strive Financial Group ,LLC | 49.720 $ | |||||||||||
| HighMark Wealth Management LLC | 49.589 $ | |||||||||||
| Spire Wealth Management | 12.170 $ | -1.990 $ | -14,1 % | 14.160 $ | -35.065 $ | -71,2 % | 49.225 $ | +34.737 $ | +239,8 % | |||
| Integrity Financial Corp /WA | 49.143 $ | -82 $ | -0,2 % | |||||||||
| Mosley Wealth Management | 6.907 $ | -396 $ | -5,4 % | 7.303 $ | -41.794 $ | -85,1 % | 49.097 $ | |||||
| Ashurst Perkins Coie Trust Co | 46.056 $ | -1.886 $ | -3,9 % | 47.942 $ | -464 $ | -1,0 % | 48.406 $ | -317 $ | -0,7 % | 48.723 $ | -73 $ | -0,1 % |
| Keating Financial Advisory Services, Inc. | 21.839 $ | -26.141 $ | -54,5 % | 47.980 $ | ||||||||
| Harbor Asset Planning, Inc. | 47.919 $ | |||||||||||
| Winthrop Capital Management, LLC | 45.000 $ | -1.000 $ | -2,2 % | 46.000 $ | +0 $ | +0,0 % | 46.000 $ | +0 $ | +0,0 % | |||
| YANKCOM Partnership | 13.032 $ | -533 $ | -3,9 % | 13.565 $ | -131 $ | -1,0 % | 13.696 $ | -31.731 $ | -69,9 % | 45.427 $ | +14.692 $ | +47,8 % |
| Bellecapital International Ltd. | 45.415 $ | |||||||||||
| Archer Investment Corp | 45.260 $ | +39.835 $ | +734,3 % | 5.425 $ | -43 $ | -0,8 % | 5.468 $ | -104 $ | -1,9 % | |||
| TUCKER ASSET MANAGEMENT LLC | 44.589 $ | |||||||||||
| Capital Advisors, Ltd. LLC | 43.000 $ | +0 $ | +0,0 % | 43.000 $ | -1.000 $ | -2,3 % | 44.000 $ | +24.000 $ | +120,0 % | |||
| WELLINGTON-ALTUS USA INC. | 43.293 $ | +415 $ | +1,0 % | 42.878 $ | -691 $ | -1,6 % | 43.569 $ | |||||
| High Note Wealth, LLC | 12.686 $ | -30.844 $ | -70,9 % | 43.530 $ | +10.699 $ | +32,6 % | 32.831 $ | -13.214 $ | -28,7 % | |||
| Montgomery Financial Services LLC | 41.742 $ | |||||||||||
| AlphaCore Capital LLC | 41.701 $ | +10.595 $ | +34,1 % | 31.106 $ | -4.243 $ | -12,0 % | 35.349 $ | -65.025 $ | -64,8 % | |||
| Cornerstone Planning Group LLC | 16.998 $ | -24.458 $ | -59,0 % | 41.456 $ | +38.379 $ | +1.247,3 % | 3.077 $ | -52.092 $ | -94,4 % | |||
| Westend Capital Management, LLC | 41.067 $ | |||||||||||
| Privatperson | 40.512 $ | |||||||||||
| True Wealth Design, LLC | 39.946 $ | +5.442 $ | +15,8 % | 34.504 $ | -333 $ | -1,0 % | 34.837 $ | -223 $ | -0,6 % | 35.060 $ | -58 $ | -0,2 % |
| GK Wealth Management LLC | 35.288 $ | |||||||||||
| Founders Financial Alliance, LLC | 34.497 $ | +12.650 $ | +57,9 % | 21.847 $ | -4.039 $ | -15,6 % | ||||||
| Networth Advisors, LLC | 33.157 $ | -871 $ | -2,6 % | 34.028 $ | +20.149 $ | +145,2 % | 13.879 $ | |||||
| FARMERS & MERCHANTS INVESTMENTS INC | 33.872 $ | +4.360 $ | +14,8 % | 29.512 $ | -1.392 $ | -4,5 % | 30.904 $ | -1.372 $ | -4,3 % | |||
| Sunbelt Securities, Inc. | 33.177 $ | -177 $ | -0,5 % | 33.354 $ | +5.620 $ | +20,3 % | ||||||
| Ascentis Independent Advisors | 33.077 $ | |||||||||||
| FIRST COMMUNITY TRUST NA | 9.777 $ | +1.169 $ | +13,6 % | 8.608 $ | -24.104 $ | -73,7 % | 32.712 $ | +30.480 $ | +1.365,6 % | 2.232 $ | ||
| Crewe Advisors LLC | 32.195 $ | -304 $ | -0,9 % | 32.499 $ | -209 $ | -0,6 % | 32.708 $ | +31.684 $ | +3.094,1 % | |||
| FIRST HORIZON CORP | 32.170 $ | -102 $ | -0,3 % | 32.272 $ | -259 $ | -0,8 % | 32.531 $ | -618 $ | -1,9 % | |||
| Hilton Head Capital Partners, LLC | 22.451 $ | -8.358 $ | -27,1 % | 30.809 $ | -223 $ | -0,7 % | 31.032 $ | |||||
| Innovative Asset Advisors Group, LLC | 30.847 $ | |||||||||||
| TOUNJIAN ADVISORY PARTNERS, LLC | 27.522 $ | |||||||||||
| JPL Wealth Management, LLC | 27.513 $ | -221 $ | -0,8 % | |||||||||
| Fairway Wealth LLC | 26.836 $ | -259 $ | -1,0 % | 27.095 $ | +25.114 $ | +1.267,7 % | ||||||
| Delos Wealth Advisors, LLC | 13.382 $ | +6.407 $ | +91,9 % | 6.975 $ | -19.833 $ | -74,0 % | 26.808 $ | -167 $ | -0,6 % | |||
| SITTNER & NELSON, LLC | 26.488 $ | |||||||||||
| Medallion Wealth Advisors, LLC | 2.888 $ | -23.214 $ | -88,9 % | 26.102 $ | -33 $ | -0,1 % | 26.135 $ | +205 $ | +0,8 % | |||
| Commonwealth Retirement Investments LLC | 25.769 $ | -290 $ | -1,1 % | 26.059 $ | ||||||||
| Atlatl Advisers LLC | 25.420 $ | |||||||||||
| Abound Wealth Management | 16.106 $ | -8.767 $ | -35,2 % | 24.873 $ | +11.308 $ | +83,4 % | 13.565 $ | +947 $ | +7,5 % | |||
| McIlrath & Eck, LLC | 24.656 $ | -176 $ | -0,7 % | |||||||||
| RICHARDS, MERRILL & PETERSON, INC. | 24.477 $ | |||||||||||
| Camelot Portfolios, LLC | 24.118 $ | |||||||||||
| Washington Trust Advisors, Inc. | 22.845 $ | -72 $ | -0,3 % | 22.917 $ | -184 $ | -0,8 % | 23.101 $ | -439 $ | -1,9 % | |||
| First Bancorp, Inc /ME/ | 22.707 $ | |||||||||||
| Lodestone Wealth Management LLC | 22.294 $ | +13.670 $ | +158,5 % | 8.624 $ | -57 $ | -0,7 % | 8.681 $ | -63 $ | -0,7 % | 8.744 $ | ||
| Wellington Grp LLC | 22.174 $ | |||||||||||
| MRP Capital Investments, LLC | 21.158 $ | -187 $ | -0,9 % | 21.345 $ | -140 $ | -0,7 % | 21.485 $ | +21 $ | +0,1 % | |||
| Avalon Trust Co | 21.096 $ | -35 $ | -0,2 % | |||||||||
| Tradewinds Capital Management, LLC | 20.962 $ | -134 $ | -0,6 % | 21.096 $ | -35 $ | -0,2 % | ||||||
| ELEVATION WEALTH PARTNERS, LLC | 20.961 $ | +375 $ | +1,8 % | 20.586 $ | +2.696 $ | +15,1 % | 17.890 $ | -788 $ | -4,2 % | 18.678 $ | -90.191 $ | -82,8 % |
| Anchor Investment Management, LLC | 20.332 $ | +3 $ | +0,0 % | 20.329 $ | -6 $ | -0,0 % | 20.335 $ | +220 $ | +1,1 % | |||
| Nicht ausgewiesen | 19.699 $ | -1.141.098 $ | -98,3 % | |||||||||
| Horizon Investments, LLC | 18.934 $ | +15.832 $ | +510,4 % | |||||||||
| Nicht ausgewiesen | 2.713 $ | -26 $ | -0,9 % | 2.739 $ | -16.139 $ | -85,5 % | 18.878 $ | |||||
| MCGUIRE CAPITAL ADVISORS INC | 18.002 $ | -849 $ | -4,5 % | 18.851 $ | ||||||||
| SHP Wealth Management | 18.461 $ | +5.292 $ | +40,2 % | 13.169 $ | +4.729 $ | +56,0 % | 8.440 $ | |||||
| Daiwa Securities Group Inc. | 14.568 $ | +5.100 $ | +53,9 % | 9.468 $ | -8.532 $ | -47,4 % | 18.000 $ | -12.000 $ | -40,0 % | |||
| Comprehensive Financial Planning, Inc./PA | 17.275 $ | +2.224 $ | +14,8 % | 15.051 $ | -710 $ | -4,5 % | 15.761 $ | +341 $ | +2,2 % | |||
| Wall Street Financial Group, Inc. | 16.232 $ | |||||||||||
| Reyes Financial Architecture, Inc. | 7.490 $ | -8.291 $ | -52,5 % | 15.781 $ | ||||||||
| City State Bank | 15.326 $ | +11.905 $ | +348,0 % | 3.421 $ | -55 $ | -1,6 % | 3.476 $ | -6 $ | -0,2 % | |||
| Manchester Capital Management LLC | 15.067 $ | -96 $ | -0,6 % | 15.163 $ | ||||||||
| Millstone Evans Group, LLC | 14.954 $ | -47 $ | -0,3 % | 15.001 $ | -121 $ | -0,8 % | 15.122 $ | -287 $ | -1,9 % | |||
| FAS Wealth Partners, Inc. | 14.745 $ | -9 $ | -0,1 % | 14.754 $ | -29 $ | -0,2 % | 14.783 $ | +11.371 $ | +333,3 % | |||
| Trifecta Capital Advisors, LLC | 14.687 $ | |||||||||||
| POM Investment Strategies, LLC | 14.562 $ | |||||||||||
| Ankerstar Wealth, LLC | 14.352 $ | -91 $ | -0,6 % | 14.443 $ | ||||||||
| TOTH FINANCIAL ADVISORY CORP | 13.486 $ | -552 $ | -3,9 % | 14.038 $ | -135 $ | -1,0 % | 14.173 $ | -91 $ | -0,6 % | 14.264 $ | -24 $ | -0,2 % |
| Bullock Wealth Management Group | 14.234 $ | +491 $ | +3,6 % | |||||||||
| Financial Gravity Asset Management, Inc. | 13.617 $ | -110 $ | -0,8 % | 13.727 $ | -37.981 $ | -73,5 % | ||||||
| Strengthening Families & Communities, LLC | 13.136 $ | -538 $ | -3,9 % | 13.674 $ | -43 $ | -0,3 % | 13.717 $ | -4 $ | -0,0 % | 13.721 $ | +149 $ | +1,1 % |
| HHM Wealth Advisors, LLC | 6.311 $ | -5.064 $ | -44,5 % | 11.375 $ | -2.230 $ | -16,4 % | 13.605 $ | +7.181 $ | +111,8 % | |||
| HARBOR INVESTMENT ADVISORY, LLC | 13.364 $ | -23 $ | -0,2 % | |||||||||
| Wilkerson Advisory Group LLC | 7.070 $ | -710 $ | -9,1 % | 7.780 $ | -173 $ | -2,2 % | 7.953 $ | -4.648 $ | -36,9 % | 12.601 $ | ||
| Investors Research Corp | 12.545 $ | +6.721 $ | +115,4 % | 5.824 $ | -32 $ | -0,5 % | 5.856 $ | -44 $ | -0,7 % | 5.900 $ | -74 $ | -1,2 % |
| FIDUCIARY ADVISORS, INC. | 12.526 $ | |||||||||||
| Hoese & Co LLP | 453 $ | -12.047 $ | -96,4 % | 12.500 $ | +354 $ | +2,9 % | 12.146 $ | -79 $ | -0,6 % | 12.225 $ | -19 $ | -0,2 % |
| EVOLUTION WEALTH MANAGEMENT INC. | 12.175 $ | +1.873 $ | +18,2 % | 10.302 $ | ||||||||
| Financial Gravity Companies, Inc. | 12.084 $ | |||||||||||
| Transce3nd, LLC | 11.771 $ | -199 $ | -1,7 % | 11.970 $ | -58 $ | -0,5 % | 12.028 $ | +12.028 $ | ||||
| Costello Asset Management, INC | 11.910 $ | -76 $ | -0,6 % | 11.986 $ | ||||||||
| Elevated Capital Advisors, LLC | 7.597 $ | -73 $ | -1,0 % | 7.670 $ | -4.304 $ | -35,9 % | 11.974 $ | |||||
| DHJJ Financial Advisors, Ltd. | 11.759 $ | |||||||||||
| MBM WEALTH CONSULTANTS, LLC | 11.751 $ | |||||||||||
| Cresta Advisors, Ltd. | 11.747 $ | |||||||||||
| DUNCKER STREETT & CO INC | 11.312 $ | -36 $ | -0,3 % | 11.348 $ | -91 $ | -0,8 % | 11.439 $ | -217 $ | -1,9 % | |||
| Olistico Wealth, LLC | 5.264 $ | -5.840 $ | -52,6 % | 11.104 $ | -98 $ | -0,9 % | 11.202 $ | -74 $ | -0,7 % | 11.276 $ | ||
| BankPlus Trust Department | 10.616 $ | -103 $ | -1,0 % | 10.719 $ | -68 $ | -0,6 % | 10.787 $ | -18 $ | -0,2 % | |||
| Central Pacific Bank - Trust Division | 10.664 $ | +164 $ | +1,6 % | 10.500 $ | +1.351 $ | +14,8 % | 9.149 $ | -431 $ | -4,5 % | 9.580 $ | +207 $ | +2,2 % |
| Kozak & Associates, Inc. | 55 $ | -1 $ | -1,8 % | 56 $ | -9.115 $ | -99,4 % | 9.171 $ | |||||
| BARRETT & COMPANY, INC. | 8.670 $ | -84 $ | -1,0 % | 8.754 $ | -56 $ | -0,6 % | 8.810 $ | -14 $ | -0,2 % | |||
| Sachetta, LLC | 8.494 $ | -82 $ | -1,0 % | 8.576 $ | -54 $ | -0,6 % | 8.630 $ | -15 $ | -0,2 % | |||
| Center for Financial Planning, Inc. | 8.468 $ | |||||||||||
| Financial Freedom, LLC | 8.397 $ | |||||||||||
| Fairman Group, LLC | 8.330 $ | -17.483 $ | -67,7 % | |||||||||
| MB, LEVIS & ASSOCIATES, LLC | 7.954 $ | -243 $ | -3,0 % | 8.197 $ | +1 $ | +0,0 % | 8.196 $ | -2 $ | -0,0 % | 8.198 $ | +89 $ | +1,1 % |
| GW&K Investment Management, LLC | 8.000 $ | +0 $ | +0,0 % | 8.000 $ | ||||||||
| Aventura Private Wealth, LLC | 1.821 $ | -6.095 $ | -77,0 % | 7.916 $ | +6.075 $ | +330,0 % | 1.841 $ | -35 $ | -1,9 % | |||
| Robinswood Financial LLC | 7.601 $ | +166 $ | +2,2 % | 7.435 $ | +1.442 $ | +24,1 % | 5.993 $ | -10 $ | -0,2 % | |||
| CALDWELL SUTTER CAPITAL, INC. | 7.340 $ | -41 $ | -0,6 % | 7.381 $ | -55 $ | -0,7 % | 7.436 $ | -95 $ | -1,3 % | |||
| KERR FINANCIAL PLANNING Corp | 7.196 $ | |||||||||||
| DecisionPoint Financial, LLC | 7.192 $ | |||||||||||
| Financial Network Wealth Advisors LLC | 6.953 $ | -22 $ | -0,3 % | 6.975 $ | -56 $ | -0,8 % | 7.031 $ | -133 $ | -1,9 % | |||
| Measured Wealth Private Client Group, LLC | 6.677 $ | +6.621 $ | +11.823,2 % | 56 $ | ||||||||
| MORRIS FINANCIAL CONCEPTS, INC. | 6.547 $ | |||||||||||
| Quaker Wealth Management, LLC | 6.483 $ | +3.570 $ | +122,6 % | 2.913 $ | -19 $ | -0,6 % | 2.932 $ | -1.385 $ | -32,1 % | |||
| Merrithew & Thorsten Inc | 6.000 $ | +1.000 $ | +20,0 % | 5.000 $ | +0 $ | +0,0 % | 5.000 $ | |||||
| WOLFF WIESE MAGANA LLC | 5.610 $ | -230 $ | -3,9 % | 5.840 $ | -56 $ | -0,9 % | 5.896 $ | -38 $ | -0,6 % | 5.934 $ | -9 $ | -0,2 % |
| MATRIX PRIVATE CAPITAL GROUP LLC | 5.758 $ | +741 $ | +14,8 % | 5.017 $ | -123 $ | -2,4 % | ||||||
| BALLAST ADVISORS LLC | 5.419 $ | |||||||||||
| Colonial Trust Advisors | 5.121 $ | -38 $ | -0,7 % | 5.159 $ | -311 $ | -5,7 % | ||||||
| Seneschal Advisors, LLC | 5.122 $ | -32 $ | -0,6 % | 5.154 $ | -9 $ | -0,2 % | ||||||
| Boreal Capital Management LLC | 5.154 $ | -9 $ | -0,2 % | |||||||||
| Polaris Financial Partners | 5.000 $ | |||||||||||
| Copia Wealth Management | 4.836 $ | -47 $ | -1,0 % | 4.883 $ | -31 $ | -0,6 % | 4.914 $ | |||||
| Strategic Wealth Partners, Ltd. | 3.532 $ | -11 $ | -0,3 % | 3.543 $ | -1.346 $ | -27,5 % | 4.889 $ | -15.082 $ | -75,5 % | |||
| Triumph Capital Management | 3.116 $ | -1.582 $ | -33,7 % | 4.698 $ | -37 $ | -0,8 % | 4.735 $ | -153 $ | -3,1 % | 4.888 $ | ||
| Tidemark, LLC | 4.718 $ | -46 $ | -1,0 % | 4.764 $ | ||||||||
| Clean Yield Group | 4.359 $ | |||||||||||
| 1 NORTH WEALTH SERVICES LLC | 4.247 $ | -41 $ | -1,0 % | 4.288 $ | -27 $ | -0,6 % | 4.315 $ | -7 $ | -0,2 % | |||
| Pflug Koory, LLC | 4.165 $ | +536 $ | +14,8 % | 3.629 $ | -171 $ | -4,5 % | 3.800 $ | +93 $ | +2,5 % | |||
| FINANCIAL CONSULATE, INC | 3.622 $ | |||||||||||
| VSM Wealth Advisory, LLC | 3.467 $ | +454 $ | +15,1 % | 3.013 $ | -133 $ | -4,2 % | 3.146 $ | +77 $ | +2,5 % | |||
| Rachor Investment Advisory Services, LLC | 3.316 $ | -30 $ | -0,9 % | 3.346 $ | +99 $ | +3,0 % | 3.247 $ | |||||
| Go Invest LLC | 3.028 $ | +25 $ | +0,8 % | 3.003 $ | +10 $ | +0,3 % | 2.993 $ | |||||
| CURIO WEALTH, LLC | 2.277 $ | -724 $ | -24,1 % | 3.001 $ | ||||||||
| Key FInancial Inc | 1.548 $ | -1.235 $ | -44,4 % | 2.783 $ | -12 $ | -0,4 % | ||||||
| SJS Investment Consulting Inc. | 2.338 $ | |||||||||||
| Activest Wealth Management | 2.203 $ | -14 $ | -0,6 % | 2.217 $ | -44.666 $ | -95,3 % | ||||||
| Darwin Wealth Management, LLC | 1.996 $ | +16 $ | +0,8 % | 1.980 $ | -3 $ | -0,2 % | 1.983 $ | -8 $ | -0,4 % | |||
| United Financial Planning Group LLC | 1.978 $ | |||||||||||
| Bernard Wealth Management Corp. | 1.608 $ | |||||||||||
| New Millennium Group LLC | 1.595 $ | -88 $ | -5,2 % | |||||||||
| AFFINITY WEALTH LLC | 1.498 $ | |||||||||||
| Transamerica Financial Advisors, LLC | 1.341 $ | -13 $ | -1,0 % | 1.354 $ | -10 $ | -0,7 % | 1.364 $ | -2 $ | -0,1 % | |||
| Silver Grove Financial Group, Inc. | 1.258 $ | +765 $ | +155,2 % | 493 $ | ||||||||
| WealthCollab, LLC | 1.172 $ | |||||||||||
| LOGAN CAPITAL MANAGEMENT INC | 1.061 $ | -20 $ | -1,9 % | |||||||||
| Nova Wealth Management, Inc. | 826 $ | -8 $ | -1,0 % | 834 $ | -5 $ | -0,6 % | 839 $ | -1 $ | -0,1 % | |||
| SOA Wealth Advisors, LLC. | 830 $ | |||||||||||
| IMG Wealth Management, Inc. | 826 $ | |||||||||||
| Wealth Watch Advisors, INC | 719 $ | |||||||||||
| Friedenthal Financial | 689 $ | +91 $ | +15,2 % | 598 $ | -27 $ | -4,3 % | 625 $ | +15 $ | +2,5 % | |||
| GILL CAPITAL PARTNERS, LLC | 662 $ | -2 $ | -0,3 % | 664 $ | ||||||||
| SALEM INVESTMENT COUNSELORS INC | 552 $ | -2 $ | -0,4 % | 554 $ | -15 $ | -2,6 % | ||||||
| Garner Asset Management Corp | 539 $ | |||||||||||
| OPTIMA CAPITAL LLC | 335 $ | |||||||||||
| SWAN Capital LLC | 312 $ | -14 $ | -4,3 % | 326 $ | +8 $ | +2,5 % | ||||||
| Virtus Fixed Income Advisers, LLC | 236 $ | -4 $ | -1,7 % | |||||||||
| Industrial Alliance Investment Management Inc. | 216 $ | +109 $ | +101,9 % | 107 $ | +58 $ | +118,4 % | 49 $ | |||||
| Cheviot Value Management, LLC | 118 $ | -1 $ | -0,8 % | 119 $ | -1 $ | -0,8 % | 120 $ | -1 $ | -0,8 % | |||
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 34 $ | -1 $ | -2,9 % | 35 $ | +0 $ | +0,0 % | 35 $ | -4.142 $ | -99,2 % | |||
| HFM Investment Advisors, LLC | 19 $ | +1 $ | +5,6 % | 18 $ | +5 $ | +38,5 % | 13 $ | |||||
| BLUELINE ADVISORS LLC | 1 $ | +0 $ | +0,0 % | 1 $ | ||||||||
| HORIZON FINANCIAL SERVICES, LLC | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | ||||||
| Motiv8 Investments LLC | 0 $ | |||||||||||
| Total | 4.270.907.156 $ | -107.424.817 $ | +39,2 % | 44.761.773.883 $ | +2.830.659.294 $ | +2.721,3 % | 42.029.459.285 $ | +4.706.875.666 $ | +84,6 % | 37.703.161.822 $ | -1.827.652.892 $ | +316,0 % |
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.