| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 18.023.472.061 $ | -41.292.674 $ | +21,2 % | 213.238.408.988 $ | +18.348.233.227 $ | +275,8 % | 194.581.906.422 $ | +21.895.266.568 $ | +268,5 % | 169.900.412.078 $ | -1.469.941.069 $ | +470,0 % |
| BANK OF AMERICA CORP /DE/ | 37.355.279.382 $ | +3.205.350.102 $ | +9,4 % | 34.149.929.280 $ | +4.321.717.504 $ | +14,5 % | 29.828.211.776 $ | +2.805.708.699 $ | +10,4 % | |||
| MORGAN STANLEY | 12.154.039.249 $ | +1.383.362.727 $ | +12,8 % | 10.770.676.522 $ | +1.050.489.124 $ | +10,8 % | 9.720.187.398 $ | +498.439.734 $ | +5,4 % | |||
| UBS Group AG | 11.773.522.920 $ | +1.926.033.592 $ | +19,6 % | 9.847.489.328 $ | +7.177.825.603 $ | +268,9 % | 2.669.663.725 $ | +51.097.602 $ | +2,0 % | |||
| JPMORGAN CHASE & CO | 10.773.237.348 $ | +421.191.424 $ | +4,1 % | 10.352.045.924 $ | +509.148.124 $ | +5,2 % | 9.842.897.800 $ | -10.265.383.112 $ | -51,1 % | |||
| LPL Financial LLC | 8.028.799.776 $ | +945.916.398 $ | +13,4 % | 7.082.883.378 $ | +2.338.310.215 $ | +49,3 % | 4.744.573.163 $ | +335.478.076 $ | +7,6 % | |||
| Fisher Asset Management, LLC | 7.931.886.569 $ | +530.246.819 $ | +7,2 % | 7.401.639.750 $ | +345.503.183 $ | +4,9 % | 7.056.136.567 $ | +247.440.031 $ | +3,6 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 5.755.481.005 $ | +397.945.405 $ | +7,4 % | 5.357.535.600 $ | +384.752.863 $ | +7,7 % | 4.972.782.737 $ | +856.477.440 $ | +20,8 % | |||
| WELLS FARGO & COMPANY/MN | 4.269.411.559 $ | +441.971.788 $ | +11,5 % | 3.827.439.771 $ | +258.907.336 $ | +7,3 % | 3.568.532.435 $ | +178.398.379 $ | +5,3 % | |||
| Creative Planning | 3.106.090.985 $ | +107.566.368 $ | +3,6 % | 2.998.524.617 $ | +508.218.089 $ | +20,4 % | 2.490.306.528 $ | +3.441.840 $ | +0,1 % | |||
| AMERIPRISE FINANCIAL INC | 2.827.345.676 $ | -45.521.348 $ | -1,6 % | 2.872.867.024 $ | +358.822.292 $ | +14,3 % | 2.514.044.732 $ | +71.369.513 $ | +2,9 % | |||
| GOLDMAN SACHS GROUP INC | 2.328.934.614 $ | -261.386.988 $ | -10,1 % | 2.590.321.602 $ | +299.651.629 $ | +13,1 % | 2.290.669.973 $ | +287.289.984 $ | +14,3 % | |||
| RAYMOND JAMES FINANCIAL INC | 2.562.609.755 $ | +214.840.754 $ | +9,2 % | 2.347.769.001 $ | +70.290.704 $ | +3,1 % | 2.277.478.297 $ | +108.534.240 $ | +5,0 % | |||
| PRUDENTIAL PLC | 1.381.153.313 $ | -1.109.588.394 $ | -44,5 % | 2.490.741.707 $ | +1.399.297.939 $ | +128,2 % | 1.091.443.768 $ | -788.978.317 $ | -42,0 % | |||
| ROYAL BANK OF CANADA | 2.443.675.000 $ | +166.361.000 $ | +7,3 % | 2.277.314.000 $ | +43.907.000 $ | +2,0 % | 2.233.407.000 $ | +22.236.000 $ | +1,0 % | |||
| Cetera Investment Advisers | 1.988.095.774 $ | +248.756.494 $ | +14,3 % | 1.739.339.280 $ | -198.618.911 $ | -10,2 % | 1.937.958.191 $ | -8.685.125 $ | -0,4 % | |||
| NEPC LLC | 1.780.707.656 $ | +114.155.595 $ | +6,8 % | 1.666.552.061 $ | +305.315.882 $ | +22,4 % | 1.361.236.179 $ | +324.054.954 $ | +31,2 % | |||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.520.777.771 $ | -66.784.344 $ | -4,2 % | 1.587.562.115 $ | +1.266.480.469 $ | +394,4 % | 321.081.646 $ | |||||
| Corient Private Wealth LP | 809.628.274 $ | +54.717.974 $ | +7,2 % | 754.910.300 $ | -823.311.645 $ | -52,2 % | 1.578.221.945 $ | +1.090.945.425 $ | +223,9 % | |||
| Baird Financial Group, Inc. | 1.455.123.613 $ | +145.815.828 $ | +11,1 % | 1.309.307.785 $ | +136.872.839 $ | +11,7 % | 1.172.434.946 $ | +292.764.171 $ | +33,3 % | |||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.371.543.034 $ | +198.701.138 $ | +16,9 % | 1.172.841.896 $ | ||||||||
| STIFEL FINANCIAL CORP | 1.066.268.686 $ | +236.517.532 $ | +28,5 % | 829.751.154 $ | +39.216.881 $ | +5,0 % | 790.534.273 $ | +129.174.524 $ | +19,5 % | |||
| ALLSTATE CORP | 1.056.308.173 $ | +56.214.072 $ | +5,6 % | 1.000.094.101 $ | ||||||||
| OSAIC HOLDINGS, INC. | 1.043.356.909 $ | +187.014.928 $ | +21,8 % | 856.341.981 $ | +6.477.662 $ | +0,8 % | 849.864.319 $ | +127.894 $ | +0,0 % | |||
| NEOS Investment Management LLC | 1.033.715.605 $ | +372.125.410 $ | +56,2 % | 661.590.195 $ | +212.182.456 $ | +47,2 % | 449.407.739 $ | +106.172.032 $ | +30,9 % | |||
| TIAA TRUST, NATIONAL ASSOCIATION | 108.559.000 $ | +15.138.199 $ | +16,2 % | 93.420.801 $ | -927.497.546 $ | -90,8 % | 1.020.918.347 $ | +35.181.934 $ | +3,6 % | |||
| HighTower Advisors, LLC | 1.018.037.074 $ | +162.269.063 $ | +19,0 % | 855.768.011 $ | -72.703.575 $ | -7,8 % | 928.471.586 $ | +187.815.907 $ | +25,4 % | |||
| TRUIST FINANCIAL CORP | 993.018.449 $ | +136.233.493 $ | +15,9 % | 856.784.956 $ | -25.669.984 $ | -2,9 % | 882.454.940 $ | +37.432.394 $ | +4,4 % | |||
| JONES FINANCIAL COMPANIES LLLP | 933.267.706 $ | +35.541.150 $ | +4,0 % | 897.726.556 $ | +426.125.481 $ | +90,4 % | 471.601.075 $ | -37.360.269 $ | -7,3 % | |||
| HBK Sorce Advisory LLC | 924.968.923 $ | +10.633.948 $ | +1,2 % | 914.334.975 $ | +135.388.962 $ | +17,4 % | 778.946.013 $ | +47.809.398 $ | +6,5 % | |||
| Cerity Partners LLC | 864.721.855 $ | +97.599.481 $ | +12,7 % | 767.122.374 $ | +51.928.574 $ | +7,3 % | 715.193.800 $ | +120.297.395 $ | +20,2 % | |||
| Janney Montgomery Scott LLC | 863.662.000 $ | +255.404.000 $ | +42,0 % | 608.258.000 $ | -165.529.000 $ | -21,4 % | 773.787.000 $ | +1.951.000 $ | +0,3 % | |||
| CITIGROUP INC | 857.938.805 $ | +179.849.135 $ | +26,5 % | 678.089.670 $ | +54.991.804 $ | +8,8 % | 623.097.866 $ | +7.462.398 $ | +1,2 % | |||
| ASSETMARK, INC | 805.656.678 $ | +5.778.083 $ | +0,7 % | 799.878.595 $ | +93.844.039 $ | +13,3 % | 706.034.556 $ | -6.332.513 $ | -0,9 % | 712.367.069 $ | -11.342.316 $ | -1,6 % |
| Sequoia Financial Advisors, LLC | 804.976.130 $ | +55.686.408 $ | +7,4 % | 749.289.722 $ | -34.651.156 $ | -4,4 % | 783.940.878 $ | +58.316.952 $ | +8,0 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 799.188.689 $ | +82.530.313 $ | +11,5 % | 716.658.376 $ | -27.369.799 $ | -3,7 % | 744.028.175 $ | -127.334.825 $ | -14,6 % | |||
| Orgel Wealth Management, LLC | 767.061.950 $ | -14.456.168 $ | -1,8 % | 781.518.118 $ | +49.230.761 $ | +6,7 % | 732.287.357 $ | +142.938.205 $ | +24,3 % | 589.349.152 $ | +34.591.087 $ | +6,2 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 768.926.218 $ | +994.120 $ | +0,1 % | 767.932.098 $ | +59.925.245 $ | +8,5 % | 708.006.853 $ | +26.490.346 $ | +3,9 % | |||
| Cambridge Investment Research Advisors, Inc. | 762.575.000 $ | +362.875.000 $ | +90,8 % | 399.700.000 $ | +3.861.000 $ | +1,0 % | 395.839.000 $ | +23.239.000 $ | +6,2 % | |||
| Equitable Holdings, Inc. | 558.978.662 $ | -190.268.849 $ | -25,4 % | 749.247.511 $ | +142.167.420 $ | +23,4 % | 607.080.091 $ | +16.566.355 $ | +2,8 % | |||
| US BANCORP \DE\ | 746.440.022 $ | +141.602.765 $ | +23,4 % | 604.837.257 $ | +26.650.507 $ | +4,6 % | 578.186.750 $ | +47.858.214 $ | +9,0 % | |||
| MATHER GROUP, LLC. | 746.369.214 $ | +20.200.939 $ | +2,8 % | 726.168.275 $ | +66.168.285 $ | +10,0 % | 659.999.990 $ | +26.710.071 $ | +4,2 % | 633.289.919 $ | +27.610.276 $ | +4,6 % |
| Focus Partners Wealth | 722.760.237 $ | -15.141.684 $ | -2,1 % | 737.901.921 $ | +46.052.783 $ | +6,7 % | 691.849.138 $ | +293.232.186 $ | +73,6 % | |||
| Nicht ausgewiesen | 704.716.820 $ | +547.027.548 $ | +346,9 % | 157.689.272 $ | -45.560.754 $ | -22,4 % | 203.250.026 $ | +31.319.848 $ | +18,2 % | |||
| TD PRIVATE CLIENT WEALTH LLC | 684.381.227 $ | +74.773.997 $ | +12,3 % | 609.607.230 $ | ||||||||
| Mariner, LLC | 674.436.391 $ | +34.087.539 $ | +5,3 % | 640.348.852 $ | +24.349.046 $ | +4,0 % | 615.999.806 $ | +3.177.173 $ | +0,5 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 635.662.300 $ | +117.551.525 $ | +22,7 % | 518.110.775 $ | +50.030.534 $ | +10,7 % | 468.080.241 $ | +49.068.395 $ | +11,7 % | |||
| Pathstone Holdings, LLC | 629.186.612 $ | +174.522.308 $ | +38,4 % | 454.664.304 $ | +4.990.788 $ | +1,1 % | 449.673.516 $ | +11.874.163 $ | +2,7 % | |||
| NATIXIS ADVISORS, LLC | 298.995.000 $ | -62.593.000 $ | -17,3 % | 361.588.000 $ | -246.127.000 $ | -40,5 % | 607.715.000 $ | -44.065.000 $ | -6,8 % | |||
| Wealthfront Advisers LLC | 517.545.859 $ | -64.960.560 $ | -11,2 % | 582.506.419 $ | +96.710.140 $ | +19,9 % | 485.796.279 $ | +39.493.546 $ | +8,8 % | |||
| Envestnet Portfolio Solutions, Inc. | 150.024.560 $ | +15.727.058 $ | +11,7 % | 134.297.502 $ | -439.588.858 $ | -76,6 % | 573.886.360 $ | +33.924.711 $ | +6,3 % | |||
| SageView Advisory Group, LLC | 560.944.582 $ | +42.801.746 $ | +8,3 % | 518.142.836 $ | -12.320.552 $ | -2,3 % | 530.463.388 $ | +18.194.222 $ | +3,6 % | |||
| NORTHERN TRUST CORP | 508.202.810 $ | +11.009.333 $ | +2,2 % | 497.193.477 $ | -29.268.693 $ | -5,6 % | 526.462.170 $ | +26.210.397 $ | +5,2 % | |||
| State of Tennessee, Department of Treasury | 509.787.158 $ | +32.290.731 $ | +6,8 % | 477.496.427 $ | -4.378.030 $ | -0,9 % | 481.874.457 $ | +29.256.790 $ | +6,5 % | |||
| Align Financial, LLC | 522.912 $ | -3.034 $ | -0,6 % | 525.946 $ | +40.923 $ | +8,4 % | 485.023 $ | -495.012.977 $ | -99,9 % | 495.498.000 $ | ||
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 484.546.401 $ | +61.166.529 $ | +14,4 % | 423.379.872 $ | -40.411.358 $ | -8,7 % | 463.791.230 $ | +6.991.127 $ | +1,5 % | |||
| Rockefeller Capital Management L.P. | 478.147.834 $ | +59.823.051 $ | +14,3 % | 418.324.783 $ | +57.394.422 $ | +15,9 % | 360.930.361 $ | +27.698.569 $ | +8,3 % | |||
| SIGNATUREFD, LLC | 448.659.038 $ | +21.619.709 $ | +5,1 % | 427.039.329 $ | +26.770.189 $ | +6,7 % | 400.269.140 $ | +18.390.367 $ | +4,8 % | |||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 446.312.526 $ | +24.185.805 $ | +5,7 % | 422.126.721 $ | +26.102.998 $ | +6,6 % | 396.023.723 $ | +14.812.317 $ | +3,9 % | |||
| Beacon Pointe Advisors, LLC | 432.232.473 $ | +57.925.760 $ | +15,5 % | 374.306.713 $ | +39.575.045 $ | +11,8 % | 334.731.668 $ | +87.860.045 $ | +35,6 % | |||
| BARINGS LLC | 396.026.317 $ | -10.668.206 $ | -2,6 % | 406.694.523 $ | -6.824.470 $ | -1,7 % | 413.518.993 $ | -8.195.365 $ | -1,9 % | 421.714.358 $ | +6.405.954 $ | +1,5 % |
| American Family Investments, Inc. | 413.947.401 $ | +185.853.646 $ | +81,5 % | 228.093.755 $ | +125.500.005 $ | +122,3 % | 102.593.750 $ | |||||
| Financial Engines Advisors L.L.C. | 412.981.278 $ | +14.127.445 $ | +3,5 % | 398.853.833 $ | -9.415.388 $ | -2,3 % | 408.269.221 $ | -568.407 $ | -0,1 % | |||
| Allspring Global Investments Holdings, LLC | 392.333.995 $ | -1.921.296 $ | -0,5 % | 394.255.291 $ | +245.097.884 $ | +164,3 % | 149.157.407 $ | +82.008.819 $ | +122,1 % | |||
| Savant Capital, LLC | 391.150.387 $ | +244.225.793 $ | +166,2 % | 146.924.594 $ | -30.676.858 $ | -17,3 % | 177.601.452 $ | +85.438.507 $ | +92,7 % | |||
| RWA WEALTH PARTNERS, LLC | 348.762.038 $ | -34.087.868 $ | -8,9 % | 382.849.906 $ | +67.819.009 $ | +21,5 % | 315.030.897 $ | -33.747.147 $ | -9,7 % | |||
| MML INVESTORS SERVICES, LLC | 371.047.757 $ | +79.853.578 $ | +27,4 % | 291.194.179 $ | -38.889.683 $ | -11,8 % | 330.083.862 $ | +25.927.606 $ | +8,5 % | |||
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 311.152.322 $ | -35.678.675 $ | -10,3 % | 346.830.997 $ | -17.005.461 $ | -4,7 % | 363.836.458 $ | +127.930.112 $ | +54,2 % | |||
| NorthRock Partners, LLC | 341.055.555 $ | -11.143.019 $ | -3,2 % | 352.198.574 $ | +6.438.754 $ | +1,9 % | 345.759.820 $ | +69.960.962 $ | +25,4 % | |||
| EXCHANGE TRADED CONCEPTS, LLC | 349.904.806 $ | +82.326.638 $ | +30,8 % | 267.578.168 $ | +4.385.900 $ | +1,7 % | 263.192.268 $ | +137.923.923 $ | +110,1 % | |||
| Blue Trust, Inc. | 302.360.554 $ | -11.449.853 $ | -3,6 % | 313.810.407 $ | -34.783.561 $ | -10,0 % | 348.593.968 $ | +24.405.903 $ | +7,5 % | 324.188.065 $ | +8.067.384 $ | +2,6 % |
| MAI Capital Management | 348.296.307 $ | +98.723.406 $ | +39,6 % | 249.572.901 $ | +8.896.894 $ | +3,7 % | 240.676.007 $ | +36.307.949 $ | +17,8 % | |||
| Varma Mutual Pension Insurance Co | 342.977.000 $ | -4.508.000 $ | -1,3 % | 347.485.000 $ | -3.852.000 $ | -1,1 % | ||||||
| LINCOLN NATIONAL CORP | 333.506.338 $ | +22.460.111 $ | +7,2 % | 311.046.227 $ | -3.077.080 $ | -1,0 % | 314.123.307 $ | +7.279.311 $ | +2,4 % | |||
| HANTZ FINANCIAL SERVICES, INC. | 333.326.000 $ | +78.288.000 $ | +30,7 % | 255.038.000 $ | +71.651.000 $ | +39,1 % | 183.387.000 $ | +39.786.000 $ | +27,7 % | |||
| Phoenix Financial Ltd. | 330.047.510 $ | +102.552.429 $ | +45,1 % | 227.495.081 $ | +3.358.845 $ | +1,5 % | 224.136.236 $ | -310.635.242 $ | -58,1 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 288.964.672 $ | +7.641.994 $ | +2,7 % | 281.322.678 $ | +22.908.909 $ | +8,9 % | 258.413.769 $ | -56.698.313 $ | -18,0 % | 315.112.082 $ | +20.256.269 $ | +6,9 % |
| STATE STREET CORP | 43.033.293 $ | -270.721.537 $ | -86,3 % | 313.754.830 $ | +34.304.391 $ | +12,3 % | 279.450.439 $ | +20.510.439 $ | +7,9 % | |||
| KEYBANK NATIONAL ASSOCIATION/OH | 300.667.604 $ | +15.254.068 $ | +5,3 % | 285.413.536 $ | -14.778.724 $ | -4,9 % | 300.192.260 $ | +6.822.193 $ | +2,3 % | |||
| BARCLAYS PLC | 298.839.590 $ | +199.710.406 $ | +201,5 % | 99.129.184 $ | +30.778.721 $ | +45,0 % | 68.350.463 $ | +66.098.610 $ | +2.935,3 % | |||
| Advance Capital Management, Inc. | 297.939.665 $ | +9.753.117 $ | +3,4 % | 288.186.548 $ | +31.962.640 $ | +12,5 % | 256.223.908 $ | |||||
| FIFTH THIRD BANCORP | 297.938.200 $ | +47.472.223 $ | +19,0 % | 250.465.977 $ | +176.000.663 $ | +236,4 % | 74.465.314 $ | -1.681.276 $ | -2,2 % | |||
| Private Advisor Group, LLC | 215.232.402 $ | -77.521.677 $ | -26,5 % | 292.754.079 $ | +29.309.512 $ | +11,1 % | 263.444.567 $ | +31.780.977 $ | +13,7 % | |||
| BANK OF MONTREAL /CAN/ | 287.669.454 $ | +42.204.525 $ | +17,2 % | 245.464.929 $ | +57.825.663 $ | +30,8 % | 187.639.266 $ | -710.884 $ | -0,4 % | |||
| OpenArc Corporate Advisory, LLC | 287.288.923 $ | +1.984.964 $ | +0,7 % | 285.303.959 $ | +82.247.016 $ | +40,5 % | 203.056.943 $ | +32.222.992 $ | +18,9 % | 170.833.951 $ | ||
| CAPTRUST FINANCIAL ADVISORS | 279.359.180 $ | +37.828.946 $ | +15,7 % | 241.530.234 $ | +12.726.325 $ | +5,6 % | 228.803.909 $ | -67.358 $ | -0,0 % | |||
| M&T BANK CORP | 279.126.251 $ | +17.635.260 $ | +6,7 % | 261.490.991 $ | +14.090.048 $ | +5,7 % | 247.400.943 $ | +4.836.040 $ | +2,0 % | |||
| HUNTINGTON NATIONAL BANK | 277.214.418 $ | +31.417.585 $ | +12,8 % | 245.796.833 $ | +138.637.874 $ | +129,4 % | 107.158.959 $ | +18.010.426 $ | +20,2 % | |||
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 261.947.478 $ | +12.549.747 $ | +5,0 % | 249.397.731 $ | -14.891.329 $ | -5,6 % | 264.289.060 $ | -228.432.845 $ | -46,4 % | |||
| Apella Capital, LLC | 256.870.952 $ | +30.865.157 $ | +13,7 % | 226.005.795 $ | +9.261.785 $ | +4,3 % | 216.744.010 $ | +7.386.450 $ | +3,5 % | 209.357.560 $ | +2.880.616 $ | +1,4 % |
| RiverFront Investment Group, LLC | 124.496.548 $ | -16.975.677 $ | -12,0 % | 141.472.225 $ | -114.619.497 $ | -44,8 % | 256.091.722 $ | +4.829.895 $ | +1,9 % | |||
| Clearstead Advisors, LLC | 253.045.523 $ | +22.891.543 $ | +9,9 % | 230.153.980 $ | -6.714.142 $ | -2,8 % | 236.868.122 $ | +14.300.401 $ | +6,4 % | |||
| BNP PARIBAS FINANCIAL MARKETS | 199.982.473 $ | -50.574.872 $ | -20,2 % | 250.557.345 $ | +102.434.207 $ | +69,2 % | 148.123.138 $ | +64.592.129 $ | +77,3 % | |||
| Forvis Mazars Wealth Advisors, LLC | 248.563.821 $ | +18.833.654 $ | +8,2 % | 229.730.167 $ | +28.614.749 $ | +14,2 % | 201.115.418 $ | +19.942.906 $ | +11,0 % | 181.172.512 $ | +30.501.775 $ | +20,2 % |
| FIRST INTERSTATE BANK | 246.856.741 $ | +20.678.373 $ | +9,1 % | 226.178.368 $ | +10.445.356 $ | +4,8 % | 215.733.012 $ | +5.868.316 $ | +2,8 % | |||
| JANE STREET GROUP, LLC | 65.831.089 $ | -175.543.597 $ | -72,7 % | 241.374.686 $ | +134.641.073 $ | +126,1 % | 106.733.613 $ | +16.078.531 $ | +17,7 % | |||
| Kestra Advisory Services, LLC | 238.630.923 $ | +65.920.498 $ | +38,2 % | 172.710.425 $ | +2.042.126 $ | +1,2 % | 170.668.299 $ | +3.017.510 $ | +1,8 % | |||
| BlackRock, Inc. | 238.557.966 $ | +28.303.494 $ | +13,5 % | 210.254.472 $ | -5.807.754 $ | -2,7 % | 216.062.226 $ | -8.234.335 $ | -3,7 % | |||
| Facet Wealth, Inc. | 234.526.580 $ | +27.067.681 $ | +13,0 % | 207.458.899 $ | +14.764.897 $ | +7,7 % | 192.694.002 $ | +22.617.137 $ | +13,3 % | |||
| Farther Finance Advisors, LLC | 234.486.762 $ | +27.784.811 $ | +13,4 % | 206.701.951 $ | +30.038.250 $ | +17,0 % | 176.663.701 $ | +28.457.392 $ | +19,2 % | 148.206.309 $ | +22.166.156 $ | +17,6 % |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 230.493.659 $ | +9.590.814 $ | +4,3 % | 220.902.845 $ | -1.546.442 $ | -0,7 % | 222.449.287 $ | -57.303 $ | -0,0 % | |||
| Strategic Financial Services, Inc. | 229.926.969 $ | +6.742.118 $ | +3,0 % | 223.184.851 $ | +25.530.499 $ | +12,9 % | 197.654.352 $ | +42.950.148 $ | +27,8 % | |||
| FIRST FINANCIAL BANKSHARES INC | 220.240.092 $ | -8.337.065 $ | -3,6 % | 228.577.157 $ | +2.026.513 $ | +0,9 % | 226.550.644 $ | +5.234.758 $ | +2,4 % | |||
| PRUDENTIAL FINANCIAL INC | 165.882.567 $ | -24.225.188 $ | -12,7 % | 190.107.755 $ | -35.629.721 $ | -15,8 % | 225.737.476 $ | +3.927.946 $ | +1,8 % | |||
| NewEdge Advisors, LLC | 225.654.346 $ | +49.394.068 $ | +28,0 % | 176.260.278 $ | -10.777.974 $ | -5,8 % | 187.038.252 $ | +25.911.472 $ | +16,1 % | |||
| NewEdge Wealth, LLC | 218.572.583 $ | +12.189.832 $ | +5,9 % | 206.382.751 $ | +20.430.150 $ | +11,0 % | 185.952.601 $ | +103.434.334 $ | +125,3 % | |||
| Arlington Trust Co LLC | 217.709.583 $ | +19.562.002 $ | +9,9 % | 198.147.581 $ | +12.349.611 $ | +6,6 % | 185.797.970 $ | +180.614.046 $ | +3.484,1 % | 5.183.924 $ | -260.893 $ | -4,8 % |
| Meiji Yasuda Life Insurance Co | 213.183.250 $ | +1.501.490 $ | +0,7 % | 211.681.760 $ | -3.201.290 $ | -1,5 % | 214.883.050 $ | -5.099.400 $ | -2,3 % | |||
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 214.034.000 $ | |||||||||||
| Apollon Wealth Management, LLC | 211.361.123 $ | +54.246.514 $ | +34,5 % | 157.114.609 $ | +33.246.161 $ | +26,8 % | 123.868.448 $ | +325.500 $ | +0,3 % | |||
| Valmark Advisers, Inc. | 209.927.790 $ | +15.490.626 $ | +8,0 % | 194.437.164 $ | +7.998.432 $ | +4,3 % | 186.438.732 $ | +4.804.496 $ | +2,6 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 154.731.939 $ | +30.762.755 $ | +24,8 % | 123.969.184 $ | -84.560.041 $ | -40,6 % | 208.529.225 $ | +56.300.386 $ | +37,0 % | |||
| Steele Capital Management, Inc. | 206.562.206 $ | +5.796.393 $ | +2,9 % | 200.765.813 $ | +12.074.729 $ | +6,4 % | 188.691.084 $ | +5.057.199 $ | +2,8 % | |||
| Cresset Asset Management, LLC | 205.812.653 $ | +87.061.246 $ | +73,3 % | 118.751.407 $ | +9.159.000 $ | +8,4 % | 109.592.407 $ | +76.191.349 $ | +228,1 % | |||
| Mirae Asset Global Investments Co., Ltd. | 187.232.418 $ | -7.726.933 $ | -4,0 % | 194.959.351 $ | -10.851.609 $ | -5,3 % | 205.810.960 $ | +52.539 $ | +0,0 % | |||
| Aaron Wealth Advisors LLC | 200.821.172 $ | -4.950.307 $ | -2,4 % | 205.771.479 $ | +9.213.637 $ | +4,7 % | 196.557.842 $ | +27.830.435 $ | +16,5 % | 168.727.407 $ | +15.405.529 $ | +10,0 % |
| Smithfield Trust Co | 201.356.000 $ | -266.000 $ | -0,1 % | 201.622.000 $ | +5.013.000 $ | +2,5 % | 196.609.000 $ | -3.591.000 $ | -1,8 % | |||
| Nicht ausgewiesen | 200.661.439 $ | +39.530.726 $ | +24,5 % | 161.130.713 $ | +4.784.676 $ | +3,1 % | 156.346.037 $ | +9.103.441 $ | +6,2 % | |||
| Orion Porfolio Solutions, LLC | 165.806.508 $ | -3.121.035 $ | -1,8 % | 168.927.543 $ | -30.988.194 $ | -15,5 % | 199.915.737 $ | +7.675.617 $ | +4,0 % | |||
| Advisory Alpha, LLC | 198.795.654 $ | +2.094.379 $ | +1,1 % | 196.701.275 $ | +26.381.329 $ | +15,5 % | 170.319.946 $ | +4.815.795 $ | +2,9 % | |||
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 198.490.084 $ | +19.554.770 $ | +10,9 % | 178.935.314 $ | +24.640.005 $ | +16,0 % | 154.295.309 $ | -2.318.944 $ | -1,5 % | |||
| CITADEL ADVISORS LLC | 198.456.701 $ | +84.780.290 $ | +74,6 % | 113.676.411 $ | -9.530.085 $ | -7,7 % | 123.206.496 $ | +58.841.062 $ | +91,4 % | |||
| BENJAMIN EDWARDS INC | 195.255.827 $ | +7.718.317 $ | +4,1 % | 187.537.510 $ | +18.836.066 $ | +11,2 % | 168.701.444 $ | +7.005.581 $ | +4,3 % | |||
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 190.529.893 $ | +8.273.462 $ | +4,5 % | 182.256.431 $ | +551.890 $ | +0,3 % | 181.704.541 $ | +25.133.032 $ | +16,1 % | |||
| COMERICA BANK | 189.666.797 $ | -42.908 $ | -0,0 % | |||||||||
| MERCER GLOBAL ADVISORS INC /ADV | 141.327.255 $ | -11.224.201 $ | -7,4 % | 152.551.456 $ | -36.734.689 $ | -19,4 % | 189.286.145 $ | -13.540.276 $ | -6,7 % | |||
| Davidson Capital Management Inc. | 181.062.859 $ | -8.219.103 $ | -4,3 % | 189.281.962 $ | +3.951.084 $ | +2,1 % | 185.330.878 $ | +77.366.626 $ | +71,7 % | 107.964.252 $ | +7.806.909 $ | +7,8 % |
| Pure Financial Advisors, LLC | 188.731.570 $ | +12.039.281 $ | +6,8 % | 176.692.289 $ | +14.891.718 $ | +9,2 % | 161.800.571 $ | +14.501.816 $ | +9,8 % | |||
| Hilton Capital Management, LLC | 169.006.011 $ | -2.549.174 $ | -1,5 % | 171.555.185 $ | -16.964.470 $ | -9,0 % | 188.519.655 $ | +21.325.223 $ | +12,8 % | |||
| WestHill Financial Advisors, Inc. | 185.006.617 $ | -3.478.441 $ | -1,8 % | 188.485.058 $ | +25.578.053 $ | +15,7 % | 162.907.005 $ | -3.333.549 $ | -2,0 % | 166.240.554 $ | +3.448.970 $ | +2,1 % |
| ALLIANZ SE | 181.840.443 $ | -6.332.477 $ | -3,4 % | 188.172.920 $ | +4.882.397 $ | +2,7 % | 183.290.523 $ | +183.254.356 $ | +506.689,4 % | |||
| South Dakota Investment Council | 186.125.000 $ | +44.600.000 $ | +31,5 % | 141.525.000 $ | +10.900.000 $ | +8,3 % | 130.625.000 $ | |||||
| Zhang Financial LLC | 185.646.663 $ | +63.608.765 $ | +52,1 % | 122.037.898 $ | +26.954.373 $ | +28,3 % | 95.083.525 $ | +21.538.519 $ | +29,3 % | |||
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 180.916.227 $ | +17.031.081 $ | +10,4 % | 163.885.146 $ | -19.168.821 $ | -10,5 % | 183.053.967 $ | -18.090.251 $ | -9,0 % | |||
| Global Strategic Investment Solutions, LLC | 182.944.657 $ | +1.442.384 $ | +0,8 % | 181.502.273 $ | +17.918.820 $ | +11,0 % | 163.583.453 $ | +1.589.094 $ | +1,0 % | 161.994.359 $ | +2.105.180 $ | +1,3 % |
| Sanctuary Advisors, LLC | 182.803.111 $ | +41.984.178 $ | +29,8 % | 140.818.933 $ | -17.063.498 $ | -10,8 % | 157.882.431 $ | -248.261.050 $ | -61,1 % | |||
| EP Wealth Advisors, LLC | 182.291.142 $ | +52.638.717 $ | +40,6 % | 129.652.425 $ | +29.517.422 $ | +29,5 % | 100.135.003 $ | |||||
| CWM, LLC | 181.617.310 $ | +6.923.310 $ | +4,0 % | 174.694.000 $ | +52.661.000 $ | +43,2 % | ||||||
| VANGUARD GROUP INC | 177.205.342 $ | +127.236.527 $ | +254,6 % | |||||||||
| Modera Wealth Management, LLC | 174.358.762 $ | +9.471.193 $ | +5,7 % | 164.887.569 $ | -11.496.866 $ | -6,5 % | 176.384.435 $ | -727.835 $ | -0,4 % | |||
| WestEnd Advisors, LLC | 154.229.057 $ | -20.492.332 $ | -11,7 % | 174.721.389 $ | +3.534.439 $ | +2,1 % | 171.186.950 $ | +2.190.119 $ | +1,3 % | |||
| Arista Wealth Management, LLC | 174.508.567 $ | +16.625.678 $ | +10,5 % | 157.882.889 $ | -10.107.165 $ | -6,0 % | 167.990.054 $ | +7.439.801 $ | +4,6 % | |||
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 155.448.440 $ | -18.477.725 $ | -10,6 % | 173.926.165 $ | +14.894.506 $ | +9,4 % | 159.031.659 $ | +30.675.526 $ | +23,9 % | |||
| OLD NATIONAL BANCORP /IN/ | 164.786.749 $ | -5.940.704 $ | -3,5 % | 170.727.453 $ | +12.478.948 $ | +7,9 % | 158.248.505 $ | +9.443.680 $ | +6,3 % | 148.804.825 $ | +3.302.773 $ | +2,3 % |
| Warwick Investment Management, Inc. | 169.725.273 $ | +12.365.570 $ | +7,9 % | 157.359.703 $ | +54.664.345 $ | +53,2 % | 102.695.358 $ | +27.212.891 $ | +36,1 % | 75.482.467 $ | +30.584.300 $ | +68,1 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 162.553.000 $ | +30.832.000 $ | +23,4 % | 131.721.000 $ | -34.684.000 $ | -20,8 % | 166.405.000 $ | +77.148.000 $ | +86,4 % | |||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 166.020.449 $ | +21.592.922 $ | +15,0 % | 144.427.527 $ | -4.920.976 $ | -3,3 % | 149.348.503 $ | +6.181.101 $ | +4,3 % | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 123.975.000 $ | -41.525.000 $ | -25,1 % | 165.500.000 $ | ||||||||
| Procyon Advisors, LLC | 164.095.851 $ | +4.743.262 $ | +3,0 % | 159.352.589 $ | +24.150.127 $ | +17,9 % | 135.202.462 $ | -6.936.579 $ | -4,9 % | 142.139.041 $ | +2.166.932 $ | +1,5 % |
| Diversified Portfolios, Inc. | 163.786.692 $ | +21.021.195 $ | +14,7 % | 142.765.497 $ | +6.247.944 $ | +4,6 % | 136.517.553 $ | +7.449.377 $ | +5,8 % | |||
| Busey Bank | 162.794.868 $ | +3.117.100 $ | +2,0 % | 159.677.768 $ | +9.901.604 $ | +6,6 % | 149.776.164 $ | +6.513.868 $ | +4,5 % | |||
| TWO SIGMA INVESTMENTS, LP | 23.147.892 $ | -138.859.597 $ | -85,7 % | 162.007.489 $ | +88.117.422 $ | +119,3 % | 73.890.067 $ | +47.974.816 $ | +185,1 % | |||
| COMMERCE BANK | 160.674.948 $ | +28.921.403 $ | +22,0 % | 131.753.545 $ | +22.693.560 $ | +20,8 % | 109.059.985 $ | +2.981.564 $ | +2,8 % | |||
| Lido Advisors, LLC | 134.845.528 $ | -13.533.963 $ | -9,1 % | 148.379.491 $ | -10.473.727 $ | -6,6 % | 158.853.218 $ | +35.183.447 $ | +28,4 % | |||
| MONETA GROUP INVESTMENT ADVISORS LLC | 157.675.155 $ | +42.043.010 $ | +36,4 % | 115.632.145 $ | +19.455.817 $ | +20,2 % | 96.176.328 $ | +11.979.538 $ | +14,2 % | |||
| Concurrent Investment Advisors, LLC | 133.246.018 $ | -24.418.010 $ | -15,5 % | 157.664.028 $ | +49.923.145 $ | +46,3 % | 107.740.883 $ | -5.730.206 $ | -5,0 % | 113.471.089 $ | +47.280.570 $ | +71,4 % |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 152.481.181 $ | +972.178 $ | +0,6 % | 151.509.003 $ | +225.935 $ | +0,1 % | 151.283.068 $ | +2.924.331 $ | +2,0 % | |||
| STEPHENS INC /AR/ | 152.462.191 $ | +12.168.137 $ | +8,7 % | 140.294.054 $ | +5.263.630 $ | +3,9 % | 135.030.424 $ | +938.573 $ | +0,7 % | |||
| AMG National Trust Bank | 152.063.276 $ | +55.528.241 $ | +57,5 % | 96.535.035 $ | +18.224.776 $ | +23,3 % | 78.310.259 $ | +12.717.996 $ | +19,4 % | |||
| Merit Financial Group, LLC | 151.068.239 $ | +12.935.564 $ | +9,4 % | 138.132.675 $ | +2.365.400 $ | +1,7 % | 135.767.275 $ | +22.761.118 $ | +20,1 % | |||
| Bernicke Wealth Management, Ltd. | 149.690.442 $ | +7.136.355 $ | +5,0 % | 142.554.087 $ | +231.933 $ | +0,2 % | 142.322.154 $ | |||||
| Constellation Investments, Inc. | 108.475.378 $ | -21.161.026 $ | -16,3 % | 129.636.404 $ | -19.486.215 $ | -13,1 % | 149.122.619 $ | +51.754.006 $ | +53,2 % | |||
| COUNTRY TRUST BANK | 20.878.308 $ | -118.870.645 $ | -85,1 % | 139.748.953 $ | -9.362.688 $ | -6,3 % | 149.111.641 $ | -8.308.455 $ | -5,3 % | |||
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 149.039.398 $ | +49.244.113 $ | +49,3 % | 99.795.285 $ | +3.777.528 $ | +3,9 % | 96.017.757 $ | +1.728.138 $ | +1,8 % | |||
| GDS Wealth Management | 148.204.631 $ | +17.790.951 $ | +13,6 % | 130.413.680 $ | +11.738.696 $ | +9,9 % | 118.674.984 $ | +11.250.347 $ | +10,5 % | |||
| Angeles Investment Advisors, LLC | 123.941.723 $ | +18.016.700 $ | +17,0 % | 105.925.023 $ | -16.336.618 $ | -13,4 % | 122.261.641 $ | -25.783.538 $ | -17,4 % | 148.045.179 $ | -27.767.266 $ | -15,8 % |
| Waverly Advisors, LLC | 147.441.056 $ | +16.298.235 $ | +12,4 % | 131.142.821 $ | +9.695.472 $ | +8,0 % | 121.447.349 $ | +17.340.059 $ | +16,7 % | |||
| Shakespeare Wealth Management, LLC | 145.735.393 $ | +44.518.236 $ | +44,0 % | 101.217.157 $ | -126.085 $ | -0,1 % | 101.343.242 $ | +2.260.984 $ | +2,3 % | |||
| Quent Capital, LLC | 144.398.064 $ | +23.586.850 $ | +19,5 % | 120.811.214 $ | -8.109.615 $ | -6,3 % | 128.920.829 $ | -728.688 $ | -0,6 % | |||
| ALERUS FINANCIAL NA | 128.284.582 $ | -15.364.840 $ | -10,7 % | 143.649.422 $ | +779.181 $ | +0,5 % | 142.870.241 $ | +12.360.578 $ | +9,5 % | |||
| Penserra Capital Management LLC | 49.604.000 $ | -6.299.000 $ | -11,3 % | 55.903.000 $ | -85.556.000 $ | -60,5 % | 141.459.000 $ | +14.569.000 $ | +11,5 % | |||
| WIT, LLC | 141.145.418 $ | +71.502.370 $ | +102,7 % | 69.643.048 $ | ||||||||
| Wedmont Private Capital | 140.595.491 $ | +7.602.393 $ | +5,7 % | 132.993.098 $ | +12.255.302 $ | +10,2 % | 120.737.796 $ | +13.839.724 $ | +12,9 % | 106.898.072 $ | +6.307.530 $ | +6,3 % |
| BROWN ADVISORY INC | 86.139.414 $ | +14.469.957 $ | +20,2 % | 71.669.457 $ | -68.424.338 $ | -48,8 % | 140.093.795 $ | +7.487.188 $ | +5,6 % | |||
| CIBC Bancorp USA Inc. | 140.017.683 $ | +47.337.097 $ | +51,1 % | 92.680.586 $ | ||||||||
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 139.971.699 $ | |||||||||||
| Legacy Edge Advisors, LLC | 139.616.601 $ | +9.343.970 $ | +7,2 % | 130.272.631 $ | +15.543.529 $ | +13,5 % | 114.729.102 $ | +5.923.059 $ | +5,4 % | |||
| Betterment LLC | 139.559.000 $ | +39.064.000 $ | +38,9 % | 100.495.000 $ | +18.310.000 $ | +22,3 % | 82.185.000 $ | +3.475.000 $ | +4,4 % | |||
| Neuberger Berman Group LLC | 138.951.718 $ | +17.544.648 $ | +14,5 % | 121.407.070 $ | +5.634.150 $ | +4,9 % | 115.772.920 $ | +38.043.256 $ | +48,9 % | |||
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 137.554.427 $ | -1.374.082 $ | -1,0 % | 138.928.509 $ | +4.954.737 $ | +3,7 % | 133.973.772 $ | +3.852.865 $ | +3,0 % | 130.120.907 $ | +4.094.176 $ | +3,2 % |
| 1832 Asset Management L.P. | 136.309.210 $ | +5.659.150 $ | +4,3 % | 130.650.060 $ | +1.928.318 $ | +1,5 % | 128.721.742 $ | +1.579.631 $ | +1,2 % | |||
| Stordahl Capital Management, Inc. | 134.732.250 $ | -1.004.409 $ | -0,7 % | 135.736.659 $ | +15.097.014 $ | +12,5 % | 120.639.645 $ | +1.985.963 $ | +1,7 % | 118.653.682 $ | +2.224.139 $ | +1,9 % |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | 115.490.515 $ | -19.572.447 $ | -14,5 % | 135.062.962 $ | -263.631 $ | -0,2 % | 135.326.593 $ | |||||
| OLD MISSION CAPITAL LLC | 105.491.665 $ | -28.324.459 $ | -21,2 % | 133.816.124 $ | +114.918.295 $ | +608,1 % | 18.897.829 $ | +2.988.930 $ | +18,8 % | |||
| Wealthquest Corp | 68.615.725 $ | -65.074.234 $ | -48,7 % | 133.689.959 $ | +61.680.445 $ | +85,7 % | 72.009.514 $ | -3.151.349 $ | -4,2 % | |||
| Hapanowicz & Associates Financial Services, Inc | 133.244.492 $ | +17.610.769 $ | +15,2 % | 115.633.723 $ | -3.880.659 $ | -3,2 % | 119.514.382 $ | +1.978.045 $ | +1,7 % | |||
| AQR CAPITAL MANAGEMENT LLC | 132.906.661 $ | +39.768.504 $ | +42,7 % | 93.138.157 $ | +8.143.343 $ | +9,6 % | 84.994.814 $ | +20.135.333 $ | +31,0 % | |||
| Stonebridge Capital Advisors LLC | 130.677.538 $ | +6.294.775 $ | +5,1 % | 124.382.763 $ | +5.385.215 $ | +4,5 % | 118.997.548 $ | +4.643.921 $ | +4,1 % | |||
| Martel Wealth Advisors LLC | 130.104.156 $ | +923.665 $ | +0,7 % | 129.180.491 $ | +6.859.718 $ | +5,6 % | 122.320.773 $ | +5.080.372 $ | +4,3 % | 117.240.401 $ | +4.013.887 $ | +3,5 % |
| Mesirow Financial Investment Management, Inc. | 129.358.064 $ | +17.624.726 $ | +15,8 % | 111.733.338 $ | +38.021.535 $ | +51,6 % | 73.711.803 $ | -38.942.550 $ | -34,6 % | |||
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 127.446.300 $ | -154.200 $ | -0,1 % | 127.600.500 $ | -1.542.000 $ | -1,2 % | 129.142.500 $ | -555.120 $ | -0,4 % | |||
| NATIONAL BANK OF CANADA /FI/ | 93.287.517 $ | +62.344.499 $ | +201,5 % | 30.943.018 $ | -96.506.159 $ | -75,7 % | 127.449.177 $ | +99.674.596 $ | +358,9 % | |||
| VICTORY CAPITAL MANAGEMENT INC | 125.358.480 $ | +29.826.572 $ | +31,2 % | 95.531.908 $ | -18.032.779 $ | -15,9 % | 113.564.687 $ | -6.843.936 $ | -5,7 % | |||
| BRANDYWINE OAK PRIVATE WEALTH LLC | 124.127.460 $ | +11.645.689 $ | +10,4 % | 112.481.771 $ | +1.278.583 $ | +1,1 % | 111.203.188 $ | +1.059.512 $ | +1,0 % | |||
| Summit Financial, LLC | 124.109.370 $ | +13.276.671 $ | +12,0 % | 110.832.699 $ | +18.768.268 $ | +20,4 % | 92.064.431 $ | +3.116.396 $ | +3,5 % | |||
| Aptus Capital Advisors, LLC | 67.995.114 $ | -54.958.495 $ | -44,7 % | 122.953.609 $ | +59.503.809 $ | +93,8 % | 63.449.800 $ | +1.196.555 $ | +1,9 % | |||
| NISA INVESTMENT ADVISORS, LLC | 14.696.423 $ | -105.082.299 $ | -87,7 % | 119.778.722 $ | +105.108.824 $ | +716,5 % | 14.669.898 $ | +355.448 $ | +2,5 % | 14.314.450 $ | -14.777.176 $ | -50,8 % |
| Wealth Dimensions Group, Ltd. | 119.587.375 $ | +10.913.376 $ | +10,0 % | 108.673.999 $ | +611.187 $ | +0,6 % | 108.062.812 $ | +4.347.636 $ | +4,2 % | |||
| Cadence Bank | 119.284.072 $ | +5.212.461 $ | +4,6 % | |||||||||
| 1834 INVESTMENT ADVISORS CO | 113.108.512 $ | -5.557.452 $ | -4,7 % | 118.665.964 $ | +2.454.641 $ | +2,1 % | 116.211.323 $ | +4.111.666 $ | +3,7 % | 112.099.657 $ | -1.992.423 $ | -1,7 % |
| PRINCIPAL FINANCIAL GROUP INC | 118.255.163 $ | +43.835.706 $ | +58,9 % | 74.419.457 $ | -14.234.349 $ | -16,1 % | 88.653.806 $ | -8.076.254 $ | -8,3 % | |||
| Capital Investment Advisors, LLC | 63.845.985 $ | -52.752.232 $ | -45,2 % | 116.598.217 $ | +24.778.357 $ | +27,0 % | 91.819.860 $ | +59.450.203 $ | +183,7 % | 32.369.657 $ | +9.325.194 $ | +40,5 % |
| Robertson Stephens Wealth Management, LLC | 114.497.189 $ | -1.902.434 $ | -1,6 % | 116.399.623 $ | +8.589.896 $ | +8,0 % | 107.809.727 $ | -5.522.465 $ | -4,9 % | 113.332.192 $ | +10.996.741 $ | +10,7 % |
| TRUSTMARK BANK TRUST DEPARTMENT | 98.910.523 $ | -15.764.270 $ | -13,7 % | 114.674.793 $ | +27.663.661 $ | +31,8 % | 87.011.132 $ | +4.074.554 $ | +4,9 % | |||
| Rakuten Investment Management, Inc. | 47.898.171 $ | -65.897.983 $ | -57,9 % | 113.796.154 $ | +56.898.077 $ | +100,0 % | 56.898.077 $ | +0 $ | +0,0 % | |||
| AMI INVESTMENT MANAGEMENT INC | 104.715.183 $ | -8.735.773 $ | -7,7 % | 113.450.956 $ | +2.568.569 $ | +2,3 % | 110.882.387 $ | -9.758.499 $ | -8,1 % | |||
| iA Global Asset Management Inc. | 113.432.000 $ | +79.779.000 $ | +237,1 % | 33.653.000 $ | +941.000 $ | +2,9 % | 32.712.000 $ | +509.000 $ | +1,6 % | |||
| PATTEN & PATTEN INC/TN | 112.432.756 $ | +31.007.378 $ | +38,1 % | 81.425.378 $ | +822.223 $ | +1,0 % | 80.603.155 $ | +5.955.796 $ | +8,0 % | |||
| FIRST NATIONAL BANK OF OMAHA | 111.761.822 $ | +21.817.680 $ | +24,3 % | 89.944.142 $ | +774.910 $ | +0,9 % | 89.169.232 $ | +88.453.563 $ | +12.359,6 % | |||
| Beacon Capital Management, Inc. | 61.167.672 $ | +26.060.800 $ | +74,2 % | 35.106.872 $ | -76.071.369 $ | -68,4 % | 111.178.241 $ | +78.174.342 $ | +236,9 % | 33.003.899 $ | +32.979.394 $ | +134.582,3 % |
| Employees' Retirement Fund of the City of Fort Worth | 110.445.085 $ | +31.597.966 $ | +40,1 % | 78.847.119 $ | +767.002 $ | +1,0 % | 78.080.117 $ | -78.815.033 $ | -50,2 % | |||
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 110.349.364 $ | +50.636.479 $ | +84,8 % | 59.712.885 $ | -801.333 $ | -1,3 % | 60.514.218 $ | +6.469.057 $ | +12,0 % | 54.045.161 $ | +1.760.834 $ | +3,4 % |
| PARK AVENUE SECURITIES LLC | 109.407.000 $ | +23.784.000 $ | +27,8 % | 85.623.000 $ | -2.173.000 $ | -2,5 % | 87.796.000 $ | +5.765.000 $ | +7,0 % | |||
| Acropolis Investment Management, LLC | 64.551.400 $ | -6.917.583 $ | -9,7 % | 71.468.983 $ | -15.833.979 $ | -18,1 % | 87.302.962 $ | -22.076.682 $ | -20,2 % | 109.379.644 $ | -91.794.964 $ | -45,6 % |
| Pacific Sage Partners, LLC | 109.282.580 $ | +68.574.827 $ | +168,5 % | 40.707.753 $ | +3.403.836 $ | +9,1 % | 37.303.917 $ | +3.102.173 $ | +9,1 % | 34.201.744 $ | +3.045.339 $ | +9,8 % |
| Quantum Financial Planning Services, Inc. | 109.202.451 $ | +10.579.928 $ | +10,7 % | 98.622.523 $ | +2.284.575 $ | +2,4 % | 96.337.948 $ | +3.698.076 $ | +4,0 % | 92.639.872 $ | +3.236.990 $ | +3,6 % |
| AXXCESS WEALTH MANAGEMENT, LLC | 24.730.689 $ | -79.192.147 $ | -76,2 % | 103.922.836 $ | +74.423.739 $ | +252,3 % | 29.499.097 $ | -78.410.629 $ | -72,7 % | 107.909.726 $ | +13.805.128 $ | +14,7 % |
| Callan Family Office, LLC | 107.474.652 $ | +12.743.158 $ | +13,5 % | 94.731.494 $ | -10.093.565 $ | -9,6 % | 104.825.059 $ | |||||
| Vise Technologies, Inc. | 107.369.488 $ | +23.235.667 $ | +27,6 % | 84.133.821 $ | +0 $ | +0,0 % | 84.133.821 $ | +15.904.669 $ | +23,3 % | |||
| NOMURA ASSET MANAGEMENT CO LTD | 39.442.373 $ | -67.832.725 $ | -63,2 % | 107.275.098 $ | +41.581.082 $ | +63,3 % | 65.694.016 $ | +11.176.123 $ | +20,5 % | |||
| MIDLAND WEALTH ADVISORS, LLC | 105.739.706 $ | +12.015.232 $ | +12,8 % | 93.724.474 $ | +1.936.075 $ | +2,1 % | 91.788.399 $ | -740.129 $ | -0,8 % | |||
| Allworth Financial LP | 95.881.991 $ | -7.873.820 $ | -7,6 % | 103.755.811 $ | -914.575 $ | -0,9 % | 104.670.386 $ | -732.711 $ | -0,7 % | |||
| RW Investment Management LLC | 104.618.636 $ | +3.563.351 $ | +3,5 % | 101.055.285 $ | +6.897.852 $ | +7,3 % | ||||||
| TOMPKINS FINANCIAL CORP | 104.578.001 $ | +2.197.568 $ | +2,1 % | 102.380.433 $ | +13.196.083 $ | +14,8 % | 89.184.350 $ | +2.160.220 $ | +2,5 % | 87.024.130 $ | +2.631.470 $ | +3,1 % |
| FRANKLIN TEMPLETON INC | 104.434.328 $ | +3.924.298 $ | +3,9 % | 100.510.030 $ | +3.237.714 $ | +3,3 % | 97.272.316 $ | +2.897.315 $ | +3,1 % | |||
| Windward Private Wealth Management Inc. | 103.691.713 $ | +12.166.772 $ | +13,3 % | 91.524.941 $ | -2.324.474 $ | -2,5 % | 93.849.415 $ | -1.080.579 $ | -1,1 % | |||
| Oakworth Capital, Inc. | 103.527.094 $ | +3.329.874 $ | +3,3 % | 100.197.220 $ | +5.998.151 $ | +6,4 % | 94.199.069 $ | +30.082.770 $ | +46,9 % | |||
| CASTLEARK MANAGEMENT LLC | 103.380.751 $ | +29.323 $ | +0,0 % | 103.351.428 $ | +5.119.872 $ | +5,2 % | 98.231.556 $ | -220.945 $ | -0,2 % | |||
| Allianz Asset Management GmbH | 103.348.005 $ | +101.565.566 $ | +5.698,1 % | |||||||||
| Lutz Financial Services LLC | 102.383.012 $ | +5.399.658 $ | +5,6 % | 96.983.354 $ | +2.388.868 $ | +2,5 % | 94.594.486 $ | +5.902.025 $ | +6,7 % | |||
| SCS Capital Management LLC | 102.114.185 $ | +18.670.280 $ | +22,4 % | 83.443.905 $ | -15.346.358 $ | -15,5 % | 98.790.263 $ | -765.412 $ | -0,8 % | |||
| REBALANCE, LLC | 99.706.812 $ | -2.340.374 $ | -2,3 % | 102.047.186 $ | +9.960.383 $ | +10,8 % | 92.086.803 $ | +1.400.443 $ | +1,5 % | 90.686.360 $ | +2.953.501 $ | +3,4 % |
| Venturi Wealth Management, LLC | 54.124.533 $ | -47.550.045 $ | -46,8 % | 101.674.578 $ | +52.973.501 $ | +108,8 % | 48.701.077 $ | -1.339.271 $ | -2,7 % | |||
| Parkside Financial Bank & Trust | 101.321.167 $ | +17.188.885 $ | +20,4 % | 84.132.282 $ | -2.903.826 $ | -3,3 % | 87.036.108 $ | -389.878 $ | -0,4 % | |||
| Rockbridge Investment Management, LCC | 99.576.089 $ | +6.656.816 $ | +7,2 % | 92.919.273 $ | +5.675.447 $ | +6,5 % | 87.243.826 $ | +7.186.254 $ | +9,0 % | |||
| COLDSTREAM CAPITAL MANAGEMENT INC | 82.292.619 $ | -14.264.428 $ | -14,8 % | 96.557.047 $ | -3.016.647 $ | -3,0 % | 99.573.694 $ | +19.591.368 $ | +24,5 % | |||
| Capital Advantage, Inc. | 16.324.899 $ | -313.667 $ | -1,9 % | 16.638.566 $ | -77.839.357 $ | -82,4 % | 94.477.923 $ | -4.360.250 $ | -4,4 % | 98.838.173 $ | -787.667 $ | -0,8 % |
| Verum Partners LLC | 98.716.154 $ | +5.004.843 $ | +5,3 % | 93.711.311 $ | +52.188.584 $ | +125,7 % | 41.522.727 $ | +5.234.781 $ | +14,4 % | 36.287.946 $ | +3.228.666 $ | +9,8 % |
| Gotham Asset Management, LLC | 98.508.421 $ | +37.629.527 $ | +61,8 % | 60.878.894 $ | +17.192.712 $ | +39,4 % | 43.686.182 $ | +7.113.263 $ | +19,4 % | |||
| JOHNSON INVESTMENT COUNSEL INC | 98.079.669 $ | +12.689.621 $ | +14,9 % | 85.390.048 $ | +72.323.104 $ | +553,5 % | 13.066.944 $ | +816.253 $ | +6,7 % | |||
| Miller Investment Management, LP | 89.502.463 $ | -8.488.463 $ | -8,7 % | 97.990.926 $ | +10.871.431 $ | +12,5 % | 87.119.495 $ | +24.619.500 $ | +39,4 % | |||
| Vestmark Advisory Solutions, Inc. | 97.908.402 $ | +38.117.211 $ | +63,8 % | 59.791.191 $ | +16.426.143 $ | +37,9 % | 43.365.048 $ | +16.878.268 $ | +63,7 % | |||
| Global Retirement Partners, LLC | 96.203.363 $ | +14.826.102 $ | +18,2 % | 81.377.261 $ | +12.850.999 $ | +18,8 % | ||||||
| DAVENPORT & Co LLC | 91.953.078 $ | +1.268.688 $ | +1,4 % | 90.684.390 $ | +4.797.610 $ | +5,6 % | 85.886.780 $ | -10.020.092 $ | -10,4 % | 95.906.872 $ | +12.202.382 $ | +14,6 % |
| Joel Isaacson & Co., LLC | 95.058.640 $ | +17.152.428 $ | +22,0 % | 77.906.212 $ | -4.564.564 $ | -5,5 % | 82.470.776 $ | +4.633.654 $ | +6,0 % | |||
| AE Wealth Management LLC | 65.919.614 $ | +11.131.223 $ | +20,3 % | 54.788.391 $ | -40.157.797 $ | -42,3 % | 94.946.188 $ | +3.493.449 $ | +3,8 % | |||
| ROCKLAND TRUST CO | 87.674.184 $ | -6.929.989 $ | -7,3 % | 94.604.173 $ | +10.053.416 $ | +11,9 % | 84.550.757 $ | +1.261.264 $ | +1,5 % | 83.289.493 $ | +863.044 $ | +1,0 % |
| Allen Investment Management, LLC | 73.425.794 $ | -15.708.497 $ | -17,6 % | 89.134.291 $ | -4.716.445 $ | -5,0 % | 93.850.736 $ | +3.628.551 $ | +4,0 % | |||
| LPWM LLC | 92.450.278 $ | +1.750.856 $ | +1,9 % | 90.699.422 $ | +15.576.654 $ | +20,7 % | 75.122.768 $ | -7.769.093 $ | -9,4 % | 82.891.861 $ | +3.092.479 $ | +3,9 % |
| Kohmann Bosshard Financial Services, LLC | 92.381.845 $ | +12.379.017 $ | +15,5 % | 80.002.828 $ | +11.784.659 $ | +17,3 % | 68.218.169 $ | +1.032.625 $ | +1,5 % | |||
| One Capital Management, LLC | 92.262.572 $ | +0 $ | +0,0 % | 92.262.572 $ | +17.637.409 $ | +23,6 % | 74.625.163 $ | +8.910.273 $ | +13,6 % | |||
| SCOTIA CAPITAL INC. | 91.760.140 $ | +5.665.505 $ | +6,6 % | 86.094.635 $ | -4.437.178 $ | -4,9 % | 90.531.813 $ | +7.987.231 $ | +9,7 % | |||
| Elm Partners Management LLC | 91.708.940 $ | +23.256.712 $ | +34,0 % | 68.452.228 $ | -9.842.373 $ | -12,6 % | 78.294.601 $ | +28.598.428 $ | +57,5 % | |||
| IEQ CAPITAL, LLC | 73.447.355 $ | -12.090.961 $ | -14,1 % | 85.538.316 $ | -5.952.997 $ | -6,5 % | 91.491.313 $ | +840.717 $ | +0,9 % | |||
| Waldron Private Wealth LLC | 91.315.421 $ | +10.606.656 $ | +13,1 % | 80.708.765 $ | -4.330.525 $ | -5,1 % | 85.039.290 $ | +514.988 $ | +0,6 % | |||
| Alesco Advisors, LLC, An ESL Co | 90.676.805 $ | +4.946.801 $ | +5,8 % | 85.730.004 $ | +3.988.105 $ | +4,9 % | 81.741.899 $ | +71.022.975 $ | +662,6 % | |||
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 56.923.515 $ | -33.664.768 $ | -37,2 % | 90.588.283 $ | ||||||||
| Mill Creek Capital Advisors, LLC | 83.234.389 $ | -7.168.453 $ | -7,9 % | 90.402.842 $ | -3.262.607 $ | -3,5 % | ||||||
| FJ Investments, LLC | 90.210.820 $ | |||||||||||
| D.A. DAVIDSON & CO. | 89.847.827 $ | +9.481.849 $ | +11,8 % | 80.365.978 $ | -9.138.848 $ | -10,2 % | 89.504.826 $ | +10.951.466 $ | +13,9 % | |||
| FIFTH THIRD SECURITIES, INC. | 89.820.328 $ | +8.030.951 $ | +9,8 % | 81.789.377 $ | +10.132.633 $ | +14,1 % | 71.656.744 $ | +3.460.412 $ | +5,1 % | 68.196.332 $ | -1.618.851 $ | -2,3 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 82.351.569 $ | -1.734.452 $ | -2,1 % | 84.086.021 $ | -5.332.392 $ | -6,0 % | 89.418.413 $ | +7.236.226 $ | +8,8 % | |||
| Modern Wealth Management, LLC | 89.155.476 $ | +65.188.281 $ | +272,0 % | 23.967.195 $ | +8.386.938 $ | +53,8 % | 15.580.257 $ | +5.372.742 $ | +52,6 % | |||
| Essex LLC | 76.541.375 $ | -12.534.431 $ | -14,1 % | 89.075.806 $ | +6.426.344 $ | +7,8 % | 82.649.462 $ | +1.505.048 $ | +1,9 % | 81.144.414 $ | -935.612 $ | -1,1 % |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 88.540.375 $ | +7.824.175 $ | +9,7 % | 80.716.200 $ | +330.200 $ | +0,4 % | 80.386.000 $ | -2.246.800 $ | -2,7 % | |||
| FMR LLC | 88.237.313 $ | +15.982.816 $ | +22,1 % | 72.254.497 $ | +16.906.134 $ | +30,5 % | 55.348.363 $ | +9.693.003 $ | +21,2 % | |||
| Smith & Howard Wealth Management, LLC | 88.147.441 $ | +3.659.427 $ | +4,3 % | 84.488.014 $ | +4.840.663 $ | +6,1 % | 79.647.351 $ | +6.201.331 $ | +8,4 % | |||
| HOWE & RUSLING INC | 87.285.619 $ | +5.474.674 $ | +6,7 % | 81.810.945 $ | +8.789.352 $ | +12,0 % | 73.021.593 $ | +3.720.382 $ | +5,4 % | |||
| Atria Investments, Inc | 86.696.286 $ | +2.204.709 $ | +2,6 % | 84.491.577 $ | +19.144.295 $ | +29,3 % | 65.347.282 $ | -842.301 $ | -1,3 % | 66.189.583 $ | +2.763.125 $ | +4,4 % |
| Evergreen Advisors, LLC | 86.153.730 $ | +2.741.416 $ | +3,3 % | 83.412.314 $ | +3.179.519 $ | +4,0 % | 80.232.795 $ | |||||
| Alliance Wealth Advisors, LLC /UT | 86.089.444 $ | +9.739.042 $ | +12,8 % | 76.350.402 $ | +25.688.658 $ | +50,7 % | 50.661.744 $ | +46.946.937 $ | +1.263,8 % | |||
| Bridgewater Advisors Inc. | 85.862.850 $ | +3.243.191 $ | +3,9 % | 82.619.659 $ | +8.112.872 $ | +10,9 % | 74.506.787 $ | +4.346.202 $ | +6,2 % | |||
| Oak Harvest Investment Services | 85.045.704 $ | +2.949.455 $ | +3,6 % | 82.096.249 $ | +2.762.358 $ | +3,5 % | 79.333.891 $ | +17.798.940 $ | +28,9 % | 61.534.951 $ | +5.030.372 $ | +8,9 % |
| BLB&B Advisors, LLC | 84.938.475 $ | +8.794.894 $ | +11,6 % | 76.143.581 $ | +6.711.845 $ | +9,7 % | 69.431.736 $ | +14.961.676 $ | +27,5 % | |||
| NICOLET BANKSHARES INC | 84.926.547 $ | +5.830.816 $ | +7,4 % | 79.095.731 $ | +75.964.291 $ | +2.425,9 % | 3.131.440 $ | +929.909 $ | +42,2 % | |||
| SHP Wealth Management | 3.012.539 $ | -80.949.466 $ | -96,4 % | 83.962.005 $ | +11.556.031 $ | +16,0 % | 72.405.974 $ | |||||
| SG Americas Securities, LLC | 83.516.000 $ | +83.116.000 $ | +20.779,0 % | 400.000 $ | -659.000 $ | -62,2 % | 1.059.000 $ | -2.000 $ | -0,2 % | |||
| Steward Partners Investment Advisory, LLC | 82.628.402 $ | +27.146.634 $ | +48,9 % | 55.481.768 $ | +8.166.814 $ | +17,3 % | 47.314.954 $ | -1.141.178 $ | -2,4 % | |||
| Mutual Advisors, LLC | 82.189.208 $ | +11.119.576 $ | +15,6 % | 71.069.632 $ | +7.462.831 $ | +11,7 % | 63.606.801 $ | +338.285 $ | +0,5 % | |||
| OneDigital Investment Advisors LLC | 61.771.809 $ | -10.747.617 $ | -14,8 % | 72.519.426 $ | -9.141.358 $ | -11,2 % | 81.660.784 $ | +3.450.479 $ | +4,4 % | |||
| Gallagher Fiduciary Advisors, LLC | 60.049.207 $ | +44.113.893 $ | +276,8 % | 15.935.314 $ | -65.323.310 $ | -80,4 % | 81.258.624 $ | +39.682.083 $ | +95,4 % | |||
| HARBOUR INVESTMENTS, INC. | 81.214.092 $ | +9.038.661 $ | +12,5 % | 72.175.431 $ | -1.677.325 $ | -2,3 % | 73.852.756 $ | +3.939.171 $ | +5,6 % | |||
| American Money Management, LLC | 81.149.262 $ | +3.745.763 $ | +4,8 % | 77.403.499 $ | +1.760.424 $ | +2,3 % | 75.643.075 $ | +3.742.824 $ | +5,2 % | |||
| FLPUTNAM INVESTMENT MANAGEMENT CO | 80.447.844 $ | +3.820.625 $ | +5,0 % | 76.627.219 $ | +3.283.358 $ | +4,5 % | 73.343.861 $ | +7.368.479 $ | +11,2 % | |||
| Wolff Financial Management LLC | 79.496.998 $ | +5.104.154 $ | +6,9 % | 74.392.844 $ | +3.211.579 $ | +4,5 % | 71.181.265 $ | +3.541.651 $ | +5,2 % | |||
| Florida Trust Wealth Management Co | 79.451.789 $ | +13.285.427 $ | +20,1 % | 66.166.362 $ | +6.419.727 $ | +10,7 % | 59.746.635 $ | +23.606.729 $ | +65,3 % | |||
| Retirement Systems of Alabama | 78.656.285 $ | -137.538 $ | -0,2 % | 78.793.823 $ | +15.856.698 $ | +25,2 % | 62.937.125 $ | +1.354.138 $ | +2,2 % | |||
| RENAISSANCE TECHNOLOGIES LLC | 78.723.271 $ | +61.849.386 $ | +366,5 % | 16.873.885 $ | +3.877.969 $ | +29,8 % | 12.995.916 $ | -79.588.884 $ | -86,0 % | |||
| CONDOR CAPITAL MANAGEMENT | 78.375.557 $ | +7.834.669 $ | +11,1 % | 70.540.888 $ | -2.289.587 $ | -3,1 % | 72.830.475 $ | -86.265 $ | -0,1 % | |||
| Mitsubishi UFJ Asset Management Co., Ltd. | 44.902.974 $ | -15.540.575 $ | -25,7 % | 60.443.549 $ | -17.504.371 $ | -22,5 % | 77.947.920 $ | -18.911.442 $ | -19,5 % | |||
| 93 Financial Group, LLC | 77.480.135 $ | +614.560 $ | +0,8 % | 76.865.575 $ | +11.139.475 $ | +16,9 % | 65.726.100 $ | -6.318.710 $ | -8,8 % | 72.044.810 $ | ||
| Trust Point Inc. | 77.371.310 $ | +10.414.159 $ | +15,6 % | 66.957.151 $ | +65.567.055 $ | +4.716,7 % | 1.390.096 $ | +25.573 $ | +1,9 % | |||
| GSA CAPITAL PARTNERS LLP | 49.603.000 $ | -27.471.000 $ | -35,6 % | 77.074.000 $ | +71.963.000 $ | +1.408,0 % | 5.111.000 $ | |||||
| Capital Investment Services of America, Inc. | 76.877.134 $ | +248.740 $ | +0,3 % | 76.628.394 $ | +5.949.767 $ | +8,4 % | 70.678.627 $ | +3.565.582 $ | +5,3 % | |||
| CWA Asset Management Group, LLC | 75.254.330 $ | -1.531.918 $ | -2,0 % | 76.786.248 $ | +19.768.247 $ | +34,7 % | 57.018.001 $ | +6.469.369 $ | +12,8 % | 50.548.632 $ | -2.632.520 $ | -5,0 % |
| CYPRESS FINANCIAL PLANNING LLC | 50.677.541 $ | -25.905.267 $ | -33,8 % | 76.582.808 $ | +3.709.474 $ | +5,1 % | 72.873.334 $ | +1.744.578 $ | +2,5 % | 71.128.756 $ | +7.824.008 $ | +12,4 % |
| AMERICAN CENTURY COMPANIES INC | 72.417.930 $ | -4.150.645 $ | -5,4 % | 76.568.575 $ | +9.208.450 $ | +13,7 % | 67.360.125 $ | +3.613.156 $ | +5,7 % | |||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 76.501.981 $ | +2.961.698 $ | +4,0 % | 73.540.283 $ | +8.438.004 $ | +13,0 % | 65.102.279 $ | +2.886.700 $ | +4,6 % | |||
| Scott Capital Advisors, LLC | 76.176.903 $ | +13.672.793 $ | +21,9 % | 62.504.110 $ | +58.763.624 $ | +1.571,0 % | 3.740.486 $ | +2.222.519 $ | +146,4 % | 1.517.967 $ | +186.879 $ | +14,0 % |
| Retirement Planning Group, LLC | 55.725.629 $ | -6.497.971 $ | -10,4 % | 62.223.600 $ | -1.116.812 $ | -1,8 % | 63.340.412 $ | -12.643.454 $ | -16,6 % | 75.983.866 $ | +2.344.856 $ | +3,2 % |
| EXENCIAL WEALTH ADVISORS, LLC | 74.463.166 $ | -859.107 $ | -1,1 % | 75.322.273 $ | +883.902 $ | +1,2 % | ||||||
| Wealthspire Advisors, LLC | 75.290.653 $ | +23.002.348 $ | +44,0 % | 52.288.305 $ | +1.559.128 $ | +3,1 % | 50.729.177 $ | +4.008.595 $ | +8,6 % | |||
| Valeo Financial Advisors, LLC | 27.525.707 $ | -20.772.292 $ | -43,0 % | 48.297.999 $ | -26.872.126 $ | -35,7 % | 75.170.125 $ | +1.008.739 $ | +1,4 % | 74.161.386 $ | -1.353.865 $ | -1,8 % |
| PETREDIS INVESTMENT ADVISORS LLC | 75.069.991 $ | +2.037.614 $ | +2,8 % | 73.032.377 $ | +9.952.551 $ | +15,8 % | 63.079.826 $ | -3.226.110 $ | -4,9 % | 66.305.936 $ | +1.143.219 $ | +1,8 % |
| Goodman Financial Corp | 74.913.222 $ | +6.103.917 $ | +8,9 % | 68.809.305 $ | +11.356.033 $ | +19,8 % | 57.453.272 $ | +26.226.715 $ | +84,0 % | |||
| MAYPORT, LLC | 74.562.035 $ | +4.008.274 $ | +5,7 % | 70.553.761 $ | +6.360.020 $ | +9,9 % | 64.193.741 $ | +8.695.936 $ | +15,7 % | |||
| Tandem Investment Advisors, Inc. | 45.908.720 $ | -14.312.598 $ | -23,8 % | 60.221.318 $ | -13.907.219 $ | -18,8 % | 74.128.537 $ | -9.118.463 $ | -11,0 % | |||
| Adventist Health System/ West | 73.906.993 $ | +7.854.733 $ | +11,9 % | 66.052.260 $ | +2.106.820 $ | +3,3 % | 63.945.440 $ | +2.029.904 $ | +3,3 % | |||
| North Star Investment Management Corp. | 73.887.626 $ | +1.102.661 $ | +1,5 % | 72.784.965 $ | +7.203.901 $ | +11,0 % | 65.581.064 $ | +7.689.839 $ | +13,3 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 73.838.804 $ | +4.869.710 $ | +7,1 % | 68.969.094 $ | -642.404 $ | -0,9 % | 69.611.498 $ | +4.224.756 $ | +6,5 % | |||
| Marion Wealth Management | 73.314.116 $ | -142.405 $ | -0,2 % | 73.456.521 $ | +1.498.907 $ | +2,1 % | 71.957.614 $ | +63.778 $ | +0,1 % | 71.893.836 $ | +2.877.450 $ | +4,2 % |
| Garde Capital, Inc. | 72.863.567 $ | +62.948.805 $ | +634,9 % | 9.914.762 $ | -6.231.153 $ | -38,6 % | 16.145.915 $ | -46.202.153 $ | -74,1 % | |||
| Boston Standard Wealth Management, LLC | 72.036.668 $ | +39.657.931 $ | +122,5 % | 32.378.737 $ | +20.831.234 $ | +180,4 % | 11.547.503 $ | |||||
| WELLINGTON MANAGEMENT GROUP LLP | 45.354.804 $ | -26.348.069 $ | -36,7 % | 71.702.873 $ | +30.498.399 $ | +74,0 % | 41.204.474 $ | -469.152.548 $ | -91,9 % | |||
| Tidal Investments LLC | 71.679.317 $ | +15.812.340 $ | +28,3 % | 55.866.977 $ | +23.649.861 $ | +73,4 % | 32.217.116 $ | -26.342.506 $ | -45,0 % | |||
| American Financial Advisors, LLC | 71.648.750 $ | +3.075.867 $ | +4,5 % | 68.572.883 $ | +58.712 $ | +0,1 % | 68.514.171 $ | +1.405.124 $ | +2,1 % | |||
| PROFFITT & GOODSON INC | 71.588.713 $ | +4.818.566 $ | +7,2 % | 66.770.147 $ | -1.103.572 $ | -1,6 % | 67.873.719 $ | +3.684.367 $ | +5,7 % | |||
| ORRSTOWN FINANCIAL SERVICES INC | 68.339.885 $ | -3.243.654 $ | -4,5 % | 71.583.539 $ | +964.469 $ | +1,4 % | 70.619.070 $ | +4.032.876 $ | +6,1 % | 66.586.194 $ | +402.751 $ | +0,6 % |
| Baltimore-Washington Financial Advisors, Inc. | 71.268.640 $ | +11.880.306 $ | +20,0 % | 59.388.334 $ | -3.356.276 $ | -5,3 % | 62.744.610 $ | +3.607.012 $ | +6,1 % | |||
| Ally Invest Advisors Inc. | 71.179.921 $ | +2.997.647 $ | +4,4 % | 68.182.274 $ | +4.587.921 $ | +7,2 % | 63.594.353 $ | +2.670.489 $ | +4,4 % | |||
| Insight Wealth Strategies, LLC | 71.082.504 $ | +16.175.852 $ | +29,5 % | 54.906.652 $ | +1.262.872 $ | +2,4 % | 53.643.780 $ | +23.406.144 $ | +77,4 % | 30.237.636 $ | -117.772 $ | -0,4 % |
| CIBC Private Wealth Group LLC | 70.992.061 $ | +42.403.265 $ | +148,3 % | |||||||||
| Henshaw Capital LLC | 70.672.511 $ | +12.368.562 $ | +21,2 % | 58.303.949 $ | +378.333 $ | +0,7 % | 57.925.616 $ | +56.394.733 $ | +3.683,8 % | |||
| Avior Wealth Management, LLC | 70.665.539 $ | +1.865.272 $ | +2,7 % | 68.800.267 $ | +3.998.843 $ | +6,2 % | 64.801.424 $ | +4.091.238 $ | +6,7 % | 60.710.186 $ | -93.793 $ | -0,2 % |
| CreativeOne Wealth, LLC | 70.398.219 $ | +4.029.026 $ | +6,1 % | 66.369.193 $ | +1.595.261 $ | +2,5 % | 64.773.932 $ | +1.476.521 $ | +2,3 % | |||
| Haverford Trust Co | 70.337.278 $ | +9.323.043 $ | +15,3 % | 61.014.235 $ | +8.868.715 $ | +17,0 % | 52.145.520 $ | +6.337.656 $ | +13,8 % | |||
| Resonant Capital Advisors, LLC | 64.007.046 $ | +557.928 $ | +0,9 % | 63.449.118 $ | +971.220 $ | +1,6 % | 62.477.898 $ | -7.822.236 $ | -11,1 % | 70.300.134 $ | +3.070.275 $ | +4,6 % |
| Integrated Wealth Concepts LLC | 70.186.118 $ | +9.238.355 $ | +15,2 % | 60.947.763 $ | +25.995.621 $ | +74,4 % | 34.952.142 $ | -1.896.218 $ | -5,1 % | |||
| CAPITAL ADVISORS INC/OK | 37.663.337 $ | -32.416.539 $ | -46,3 % | 70.079.876 $ | +55.566.075 $ | +382,8 % | 14.513.801 $ | +14.301.467 $ | +6.735,4 % | |||
| Advisors Capital Management, LLC | 69.817.085 $ | +10.156.833 $ | +17,0 % | 59.660.252 $ | +3.232.123 $ | +5,7 % | 56.428.129 $ | +7.517.126 $ | +15,4 % | |||
| MidWestOne Financial Group, Inc. | 69.424.303 $ | +1.366.969 $ | +2,0 % | |||||||||
| Wealthspire Retirement, LLC | 69.133.320 $ | +8.946.166 $ | +14,9 % | 60.187.154 $ | -1.433.311 $ | -2,3 % | 61.620.465 $ | +4.102.759 $ | +7,1 % | |||
| MassMutual Private Wealth & Trust, FSB | 65.809.856 $ | -2.489.894 $ | -3,6 % | 68.299.750 $ | -717.246 $ | -1,0 % | 69.016.996 $ | +284.825 $ | +0,4 % | 68.732.171 $ | -2.580.277 $ | -3,6 % |
| Cliffwater LLC | 49.932.723 $ | -16.260.595 $ | -24,6 % | 66.193.318 $ | -2.717.602 $ | -3,9 % | 68.910.920 $ | -7.739.868 $ | -10,1 % | |||
| GLENMEDE TRUST CO NA | 68.883.305 $ | +18.547.407 $ | +36,8 % | 50.335.898 $ | -2.057.057 $ | -3,9 % | 52.392.955 $ | |||||
| McLean Asset Management Corp | 68.858.959 $ | +47.883.702 $ | +228,3 % | 20.975.257 $ | +1.395.304 $ | +7,1 % | 19.579.953 $ | +1.879.214 $ | +10,6 % | |||
| Nadler Financial Group, Inc. | 68.810.218 $ | +10.174.419 $ | +17,4 % | 58.635.799 $ | -7.941.446 $ | -11,9 % | 66.577.245 $ | +456.882 $ | +0,7 % | |||
| MGO ONE SEVEN LLC | 56.713.047 $ | +5.437.814 $ | +10,6 % | 51.275.233 $ | -17.496.023 $ | -25,4 % | 68.771.256 $ | +17.112.415 $ | +33,1 % | |||
| PRESILIUM PRIVATE WEALTH, LLC | 68.637.992 $ | +6.554.005 $ | +10,6 % | 62.083.987 $ | +2.623.783 $ | +4,4 % | 59.460.204 $ | +1.867.473 $ | +3,2 % | |||
| Chemistry Wealth Management LLC | 68.120.547 $ | +1.378.803 $ | +2,1 % | 66.741.744 $ | +2.376.358 $ | +3,7 % | 64.365.386 $ | +1.461.653 $ | +2,3 % | 62.903.733 $ | +1.617.264 $ | +2,6 % |
| Seven Bridges Advisors LLC | 68.044.414 $ | +1.584.767 $ | +2,4 % | 66.459.647 $ | ||||||||
| FIDUCIENT ADVISORS LLC | 67.977.882 $ | +7.529.371 $ | +12,5 % | 60.448.511 $ | -3.064.420 $ | -4,8 % | 63.512.931 $ | +4.137.952 $ | +7,0 % | |||
| CAPE COD FIVE CENTS SAVINGS BANK | 67.901.519 $ | +7.732.840 $ | +12,9 % | 60.168.679 $ | +0 $ | +0,0 % | ||||||
| Quantinno Capital Management LP | 67.858.515 $ | +11.713.908 $ | +20,9 % | 56.144.607 $ | +1.648.612 $ | +3,0 % | 54.495.995 $ | +7.827.407 $ | +16,8 % | |||
| Capital Asset Advisory Services LLC | 60.927.837 $ | +868.677 $ | +1,4 % | 60.059.160 $ | -7.571.878 $ | -11,2 % | 67.631.038 $ | +6.420.093 $ | +10,5 % | |||
| VALLEY WEALTH MANAGERS, INC. | 54.991.576 $ | -12.336.002 $ | -18,3 % | 67.327.578 $ | +6.412.834 $ | +10,5 % | 60.914.744 $ | +216.166 $ | +0,4 % | 60.698.578 $ | +3.903.931 $ | +6,9 % |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 64.657.576 $ | -2.143.464 $ | -3,2 % | 66.801.040 $ | -462.195 $ | -0,7 % | 67.263.235 $ | +1.781.905 $ | +2,7 % | 65.481.330 $ | +6.789.644 $ | +11,6 % |
| Foster Group, Inc. | 67.019.034 $ | +3.131.609 $ | +4,9 % | 63.887.425 $ | +3.931.928 $ | +6,6 % | 59.955.497 $ | +2.718.369 $ | +4,7 % | 57.237.128 $ | +3.126.923 $ | +5,8 % |
| 49 WEALTH MANAGEMENT, LLC | 4.593.557 $ | -41.654.254 $ | -90,1 % | 46.247.811 $ | -20.769.940 $ | -31,0 % | 67.017.751 $ | +17.200.785 $ | +34,5 % | |||
| BESSEMER GROUP INC | 47.142.000 $ | -17.923.000 $ | -27,5 % | 65.065.000 $ | -1.781.000 $ | -2,7 % | 66.846.000 $ | +21.606.000 $ | +47,8 % | |||
| First Command Advisory Services, Inc. | 40.123.710 $ | -24.098.082 $ | -37,5 % | 64.221.792 $ | -1.902.514 $ | -2,9 % | 66.124.306 $ | +1.420.994 $ | +2,2 % | |||
| SMI Advisory Services, LLC | 66.020.129 $ | +65.588.024 $ | +15.178,7 % | 432.105 $ | ||||||||
| BlueSky Wealth Advisors, LLC | 56.490.232 $ | +894.285 $ | +1,6 % | 55.595.947 $ | -9.954.296 $ | -15,2 % | 65.550.243 $ | +4.006.950 $ | +6,5 % | |||
| Nearwater Capital Markets, Ltd | 65.500.875 $ | |||||||||||
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 60.987.855 $ | -3.931.452 $ | -6,1 % | 64.919.307 $ | +1.022.910 $ | +1,6 % | 63.896.397 $ | +13.464.297 $ | +26,7 % | 50.432.100 $ | +1.675.240 $ | +3,4 % |
| Bernardo Wealth Planning LLC | 64.857.611 $ | +10.662.713 $ | +19,7 % | 54.194.898 $ | -1.668.532 $ | -3,0 % | 55.863.430 $ | +1.121.577 $ | +2,0 % | |||
| BLAIR WILLIAM & CO/IL | 64.816.782 $ | +13.260.519 $ | +25,7 % | 51.556.263 $ | +9.903.105 $ | +23,8 % | 41.653.158 $ | +7.681.592 $ | +22,6 % | |||
| EVOKE WEALTH, LLC | 64.813.936 $ | +3.476.678 $ | +5,7 % | 61.337.258 $ | +2.070.564 $ | +3,5 % | ||||||
| Heartland Bank & Trust Co | 64.749.656 $ | +1.015.696 $ | +1,6 % | 63.733.960 $ | ||||||||
| Level Financial Advisors | 64.668.592 $ | +4.503.662 $ | +7,5 % | 60.164.930 $ | +2.715.958 $ | +4,7 % | 57.448.972 $ | +2.313.423 $ | +4,2 % | 55.135.549 $ | +4.895.589 $ | +9,7 % |
| Brookstone Capital Management | 64.226.989 $ | -430.598 $ | -0,7 % | 64.657.587 $ | +7.122.638 $ | +12,4 % | 57.534.949 $ | -1.881.420 $ | -3,2 % | 59.416.369 $ | +1.927.280 $ | +3,4 % |
| DecisionPoint Financial, LLC | 64.591.385 $ | +6.531.879 $ | +11,3 % | 58.059.506 $ | +673.697 $ | +1,2 % | 57.385.809 $ | +1.903.204 $ | +3,4 % | |||
| Connecticut Wealth Management, LLC | 64.522.267 $ | +1.153.800 $ | +1,8 % | 63.368.467 $ | +7.791.970 $ | +14,0 % | 55.576.497 $ | -3.412.564 $ | -5,8 % | 58.989.061 $ | -199.039 $ | -0,3 % |
| NYL Investors LLC | 64.372.649 $ | +1.796.978 $ | +2,9 % | 62.575.671 $ | -402.456 $ | -0,6 % | 62.978.127 $ | +1.575.293 $ | +2,6 % | |||
| Investment Planning Advisors, Inc. | 38.491.413 $ | +5.891.565 $ | +18,1 % | 32.599.848 $ | -31.565.268 $ | -49,2 % | 64.165.116 $ | +7.300.801 $ | +12,8 % | 56.864.315 $ | +1.932.583 $ | +3,5 % |
| Pinnacle Financial Partners, Inc. | 63.970.452 $ | +9.106.325 $ | +16,6 % | 54.864.127 $ | +3.732.184 $ | +7,3 % | 51.131.943 $ | |||||
| Focused Wealth Management, Inc | 63.853.911 $ | +7.062.589 $ | +12,4 % | 56.791.322 $ | +1.949.985 $ | +3,6 % | 54.841.337 $ | +4.827.995 $ | +9,7 % | |||
| Mills Wealth Advisors LLC | 63.448.586 $ | +19.201.316 $ | +43,4 % | 44.247.270 $ | +6.022.193 $ | +15,8 % | 38.225.077 $ | +3.536.669 $ | +10,2 % | 34.688.408 $ | +2.606.632 $ | +8,1 % |
| Arax Advisory Partners | 63.271.045 $ | +50.631.959 $ | +400,6 % | 12.639.086 $ | -17.815.695 $ | -58,5 % | 30.454.781 $ | +2.353.324 $ | +8,4 % | |||
| Cornerstone Wealth Advisors, Inc. | 35.218.364 $ | -28.025.121 $ | -44,3 % | 63.243.485 $ | +1.666.509 $ | +2,7 % | 61.576.976 $ | +5.794.076 $ | +10,4 % | 55.782.900 $ | +2.865.863 $ | +5,4 % |
| GOULD ASSET MANAGEMENT LLC /CA/ | 63.196.665 $ | +2.731.359 $ | +4,5 % | 60.465.306 $ | +2.273.955 $ | +3,9 % | 58.191.351 $ | +3.179.680 $ | +5,8 % | |||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 53.672.865 $ | -9.465.213 $ | -15,0 % | 63.138.078 $ | +843.216 $ | +1,4 % | 62.294.862 $ | +43.149.208 $ | +225,4 % | 19.145.654 $ | +11.516.657 $ | +151,0 % |
| Diversify Advisory Services, LLC | 53.672.865 $ | -9.465.213 $ | -15,0 % | 63.138.078 $ | +62.815.826 $ | +19.492,8 % | 322.252 $ | -32.895.242 $ | -99,0 % | 33.217.494 $ | +5.567.028 $ | +20,1 % |
| Zurich Insurance Group Ltd/FI | 62.391.786 $ | -202.554 $ | -0,3 % | 62.594.340 $ | -297.096 $ | -0,5 % | 62.891.436 $ | -40.399 $ | -0,1 % | |||
| RAFFA WEALTH MANAGEMENT, LLC | 62.803.644 $ | +16.454.216 $ | +35,5 % | 46.349.428 $ | +4.958.917 $ | +12,0 % | 41.390.511 $ | +33.717.633 $ | +439,4 % | |||
| Snowden Capital Advisors LLC | 62.738.340 $ | +5.295.291 $ | +9,2 % | 57.443.049 $ | -3.318.088 $ | -5,5 % | 60.761.137 $ | +3.966.958 $ | +7,0 % | |||
| Graves Light Lenhart Wealth, Inc. | 62.661.399 $ | +103.837 $ | +0,2 % | 62.557.562 $ | +7.478.064 $ | +13,6 % | 55.079.498 $ | +1.317.933 $ | +2,5 % | 53.761.565 $ | +2.802.487 $ | +5,5 % |
| Ironwood Wealth Management, LLC. | 62.641.735 $ | +62.572.993 $ | +91.025,9 % | 68.742 $ | +24.285 $ | +54,6 % | 44.457 $ | |||||
| Cordant, Inc. | 61.994.166 $ | +4.723.495 $ | +8,2 % | 57.270.671 $ | +1.204.820 $ | +2,1 % | 56.065.851 $ | -1.395.581 $ | -2,4 % | |||
| Savvy Advisors, Inc. | 61.806.229 $ | +8.897.394 $ | +16,8 % | 52.908.835 $ | +12.964.861 $ | +32,5 % | 39.943.974 $ | +17.259.338 $ | +76,1 % | |||
| FINANCIAL ADVISORY PARTNERS, LLC | 61.799.815 $ | +3.793.340 $ | +6,5 % | 58.006.475 $ | -381.607 $ | -0,7 % | 58.388.082 $ | +4.492.769 $ | +8,3 % | |||
| Prospera Financial Services Inc | 61.065.704 $ | +3.682.529 $ | +6,4 % | 57.383.175 $ | +14.365.898 $ | +33,4 % | 43.017.277 $ | +1.111.971 $ | +2,7 % | |||
| OneAscent Financial Services LLC | 61.063.167 $ | +16.112.965 $ | +35,8 % | 44.950.202 $ | +14.940.395 $ | +49,8 % | 30.009.807 $ | -879.877 $ | -2,8 % | |||
| Perigon Wealth Management, LLC | 57.598.228 $ | -3.257.440 $ | -5,4 % | 60.855.668 $ | +4.935.940 $ | +8,8 % | 55.919.728 $ | |||||
| Liquid Strategies, LLC | 60.811.372 $ | +2.995.005 $ | +5,2 % | 57.816.367 $ | +7.454.753 $ | +14,8 % | 50.361.614 $ | -1.575.062 $ | -3,0 % | |||
| Falcon Wealth Planning | 60.553.914 $ | +3.118.402 $ | +5,4 % | 57.435.512 $ | +5.521.323 $ | +10,6 % | 51.914.189 $ | +3.184.424 $ | +6,5 % | |||
| Atlantic Union Bankshares Corp | 60.199.039 $ | +13.425.782 $ | +28,7 % | 46.773.257 $ | +2.000.088 $ | +4,5 % | 44.773.169 $ | +4.800.235 $ | +12,0 % | |||
| WESBANCO BANK INC | 59.922.557 $ | +16.144.048 $ | +36,9 % | 43.778.509 $ | +4.385.992 $ | +11,1 % | 39.392.517 $ | +6.617.251 $ | +20,2 % | |||
| Leonard Rickey Investment Advisors P.L.L.C. | 59.585.644 $ | +5.790.857 $ | +10,8 % | 53.794.787 $ | +20.699.410 $ | +62,5 % | 33.095.377 $ | -3.944.072 $ | -10,6 % | |||
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 59.438.823 $ | +8.501.090 $ | +16,7 % | 50.937.733 $ | -3.142.836 $ | -5,8 % | 54.080.569 $ | +1.331.872 $ | +2,5 % | |||
| HRT FINANCIAL LP | 11.814.000 $ | -12.366.000 $ | -51,1 % | 24.180.000 $ | -35.235.000 $ | -59,3 % | 59.415.000 $ | +43.630.000 $ | +276,4 % | |||
| Verus Financial Partners, Inc. | 59.102.147 $ | +3.370.554 $ | +6,0 % | 55.731.593 $ | +372.608 $ | +0,7 % | 55.358.985 $ | +863.134 $ | +1,6 % | |||
| CITIZENS & NORTHERN CORP | 59.070.587 $ | +16.879.316 $ | +40,0 % | 42.191.271 $ | -2.578.152 $ | -5,8 % | 44.769.423 $ | -3.041.121 $ | -6,4 % | |||
| Arkos Global Advisors | 57.206.000 $ | -1.295.000 $ | -2,2 % | 58.501.000 $ | -546.000 $ | -0,9 % | 59.047.000 $ | +3.127.000 $ | +5,6 % | |||
| Lebenthal Global Advisors, LLC | 45.710.639 $ | -6.878.585 $ | -13,1 % | 52.589.224 $ | -6.456.965 $ | -10,9 % | 59.046.189 $ | +1.709.160 $ | +3,0 % | |||
| Composition Wealth, LLC | 56.921.167 $ | +2.058.812 $ | +3,8 % | 54.862.355 $ | -4.138.379 $ | -7,0 % | 59.000.734 $ | -137.045 $ | -0,2 % | |||
| Dodds Wealth, LLC | 58.849.089 $ | +2.155.549 $ | +3,8 % | 56.693.540 $ | +2.124.270 $ | +3,9 % | 54.569.270 $ | +834.532 $ | +1,6 % | |||
| Rialto Wealth Management, LLC | 57.804.713 $ | -466.901 $ | -0,8 % | 58.271.614 $ | +3.532.372 $ | +6,5 % | 54.739.242 $ | +9.626.629 $ | +21,3 % | |||
| MANNING & NAPIER ADVISORS LLC | 58.236.381 $ | +4.539.204 $ | +8,5 % | 53.697.177 $ | +5.811.843 $ | +12,1 % | 47.885.334 $ | +8.504.678 $ | +21,6 % | |||
| VANGUARD ADVISERS INC | 58.202.173 $ | +7.194.590 $ | +14,1 % | 51.007.583 $ | ||||||||
| FIRST NATIONAL TRUST CO | 56.806.981 $ | +1.132.410 $ | +2,0 % | 55.674.571 $ | -2.477.479 $ | -4,3 % | 58.152.050 $ | +2.552.855 $ | +4,6 % | |||
| SONA ASSET MANAGEMENT (US) LLC | 899.645 $ | -57.169.671 $ | -98,5 % | 58.069.316 $ | ||||||||
| World Investment Advisors | 57.913.757 $ | +2.088.104 $ | +3,7 % | 55.825.653 $ | +7.152.580 $ | +14,7 % | 48.673.073 $ | +16.860.156 $ | +53,0 % | |||
| Greenspring Advisors, LLC | 57.803.172 $ | +5.060.445 $ | +9,6 % | 52.742.727 $ | +4.380.305 $ | +9,1 % | 48.362.422 $ | +43.793.147 $ | +958,4 % | |||
| PRINCIPAL SECURITIES, INC. | 49.150.817 $ | -8.335.614 $ | -14,5 % | 57.486.431 $ | +5.137.976 $ | +9,8 % | 52.348.455 $ | +2.715.232 $ | +5,5 % | |||
| Arrowroot Family Office, LLC | 57.420.347 $ | +9.444.407 $ | +19,7 % | 47.975.940 $ | +3.700.318 $ | +8,4 % | 44.275.622 $ | +6.707.929 $ | +17,9 % | |||
| Winch Advisory Services, LLC | 57.330.642 $ | +550.407 $ | +1,0 % | 56.780.235 $ | -145.667 $ | -0,3 % | 56.925.902 $ | +1.512.147 $ | +2,7 % | |||
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 42.909.470 $ | -4.108.894 $ | -8,7 % | 47.018.364 $ | -2.513.770 $ | -5,1 % | 49.532.134 $ | -7.005.116 $ | -12,4 % | 56.537.250 $ | -2.789.617 $ | -4,7 % |
| POWER WEALTH MANAGEMENT LLC | 55.049.881 $ | +1.698.917 $ | +3,2 % | 53.350.964 $ | -2.987.084 $ | -5,3 % | 56.338.048 $ | +2.478.637 $ | +4,6 % | |||
| FIRST AMERICAN TRUST, FSB | 55.961.885 $ | +7.001.717 $ | +14,3 % | 48.960.168 $ | +8.765.626 $ | +21,8 % | 40.194.542 $ | +2.380.668 $ | +6,3 % | |||
| Foundation Wealth Management, LLC\PA | 55.959.571 $ | +4.870.915 $ | +9,5 % | 51.088.656 $ | +3.567.537 $ | +7,5 % | 47.521.119 $ | +2.980.777 $ | +6,7 % | 44.540.342 $ | +10.339.245 $ | +30,2 % |
| LVW Advisors, LLC | 41.352.925 $ | -11.262.853 $ | -21,4 % | 52.615.778 $ | +10.176.234 $ | +24,0 % | 42.439.544 $ | -13.477.212 $ | -24,1 % | 55.916.756 $ | -4.028.333 $ | -6,7 % |
| INSIGHT 2811, INC. | 55.693.257 $ | +438.339 $ | +0,8 % | 55.254.918 $ | +1.645.903 $ | +3,1 % | 53.609.015 $ | +854.973 $ | +1,6 % | |||
| Hanson & Doremus Investment Management | 54.725.000 $ | -855.000 $ | -1,5 % | 55.580.000 $ | +3.480.000 $ | +6,7 % | 52.100.000 $ | +1.346.000 $ | +2,7 % | 50.754.000 $ | +3.064.000 $ | +6,4 % |
| EVERGREEN CAPITAL MANAGEMENT LLC | 55.482.952 $ | +6.789.723 $ | +13,9 % | 48.693.229 $ | +6.357.084 $ | +15,0 % | 42.336.145 $ | +1.500.000 $ | +3,7 % | |||
| Focus Advisor Solutions, LLC | 55.409.909 $ | +2.266.776 $ | +4,3 % | 53.143.133 $ | +42.485.055 $ | +398,6 % | 10.658.078 $ | -23.625.563 $ | -68,9 % | |||
| Magnolia Wealth Management, LLC | 54.773.658 $ | -584.447 $ | -1,1 % | 55.358.105 $ | +5.587.236 $ | +11,2 % | 49.770.869 $ | +114.170 $ | +0,2 % | 49.656.699 $ | +2.103.234 $ | +4,4 % |
| White Lighthouse Investment Management Inc. | 50.449.582 $ | -221.962 $ | -0,4 % | 50.671.544 $ | -2.265.766 $ | -4,3 % | 52.937.310 $ | -2.080.685 $ | -3,8 % | 55.017.995 $ | +268.342 $ | +0,5 % |
| HB Wealth Management, LLC | 54.953.548 $ | +9.868.602 $ | +21,9 % | 45.084.946 $ | -3.579.273 $ | -7,4 % | 48.664.219 $ | +1.169.180 $ | +2,5 % | |||
| Ascent Group, LLC | 839.322 $ | +192.878 $ | +29,8 % | 646.444 $ | -54.125.162 $ | -98,8 % | 54.771.606 $ | +2.982.327 $ | +5,8 % | |||
| BANK OF NOVA SCOTIA | 25.130.922 $ | -29.283.413 $ | -53,8 % | 54.414.335 $ | +18.276.689 $ | +50,6 % | 36.137.646 $ | -18.164.072 $ | -33,5 % | |||
| ELEVATION POINT WEALTH PARTNERS, LLC | 54.145.843 $ | +2.602.284 $ | +5,0 % | 51.543.559 $ | +15.763.712 $ | +44,1 % | 35.779.847 $ | +15.157.246 $ | +73,5 % | |||
| WESCAP Management Group, Inc. | 54.073.391 $ | +1.556.342 $ | +3,0 % | 52.517.049 $ | +777.845 $ | +1,5 % | 51.739.204 $ | +4.055.772 $ | +8,5 % | |||
| Efficient Advisors, LLC | 44.983.620 $ | -8.958.234 $ | -16,6 % | 53.941.854 $ | -4.508.699 $ | -7,7 % | ||||||
| BOK Financial Private Wealth, Inc. | 53.597.293 $ | +3.678.677 $ | +7,4 % | 49.918.616 $ | +46.280.136 $ | +1.272,0 % | 3.638.480 $ | +84.029 $ | +2,4 % | |||
| GLOBE LIFE INC. | 53.013.625 $ | +373.385 $ | +0,7 % | 52.640.240 $ | -796.085 $ | -1,5 % | 53.436.325 $ | -1.268.100 $ | -2,3 % | |||
| SEI INVESTMENTS CO | 37.352.851 $ | -15.919.030 $ | -29,9 % | 53.271.881 $ | +27.556.246 $ | +107,2 % | 25.715.635 $ | +13.958.379 $ | +118,7 % | |||
| Strata Wealth Advisors, LLC | 1.545.626 $ | -48.801.007 $ | -96,9 % | 50.346.633 $ | +1.032.883 $ | +2,1 % | 49.313.750 $ | -3.857.313 $ | -7,3 % | 53.171.063 $ | +857.532 $ | +1,6 % |
| Essex Financial Services, Inc. | 53.122.352 $ | +9.158.748 $ | +20,8 % | 43.963.604 $ | -3.092.049 $ | -6,6 % | 47.055.653 $ | +363.621 $ | +0,8 % | |||
| Financial Synergies Wealth Advisors, Inc. | 52.981.114 $ | +29.092.129 $ | +121,8 % | 23.888.985 $ | +2.704.541 $ | +12,8 % | 21.184.444 $ | +13.209 $ | +0,1 % | 21.171.235 $ | +516.020 $ | +2,5 % |
| Certified Advisory Corp | 52.487.507 $ | +23.340.355 $ | +80,1 % | 29.147.152 $ | +983.915 $ | +3,5 % | 28.163.237 $ | +1.390.476 $ | +5,2 % | |||
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 52.370.643 $ | +4.405.550 $ | +9,2 % | 47.965.093 $ | +665.022 $ | +1,4 % | 47.300.071 $ | +2.093.509 $ | +4,6 % | |||
| BIP Wealth, LLC | 52.367.846 $ | +19.276.343 $ | +58,3 % | 33.091.503 $ | -4.047.407 $ | -10,9 % | 37.138.910 $ | +10.232.956 $ | +38,0 % | |||
| Kinetic Wealth Investment Advisors LLC | 52.357.917 $ | |||||||||||
| Strategic Wealth Investment Group, LLC | 52.162.498 $ | +12.521.388 $ | +31,6 % | 39.641.110 $ | +18.871 $ | +0,0 % | 39.622.239 $ | -13.317.626 $ | -25,2 % | |||
| Turim 21 Investimentos Ltda. | 46.028.058 $ | -5.793.362 $ | -11,2 % | 51.821.420 $ | +49.954.386 $ | +2.675,6 % | 1.867.034 $ | -10.669.776 $ | -85,1 % | |||
| IFG Advisory, LLC | 51.415.948 $ | +51.405.478 $ | +490.978,8 % | 10.470 $ | -16.900.276 $ | -99,9 % | 16.910.746 $ | +1.939.240 $ | +13,0 % | |||
| SEVEN MILE ADVISORY | 7.153.279 $ | +895.248 $ | +14,3 % | 6.258.031 $ | -45.140.797 $ | -87,8 % | 51.398.828 $ | +5.520.788 $ | +12,0 % | |||
| Centric Wealth Management | 51.006.051 $ | +33.973.304 $ | +199,5 % | 17.032.747 $ | +1.025.566 $ | +6,4 % | 16.007.181 $ | +4.275.797 $ | +36,4 % | |||
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 50.996.400 $ | +711.060 $ | +1,4 % | 50.285.340 $ | +20.230.300 $ | +67,3 % | 30.055.040 $ | |||||
| Westerkirk Capital Inc. | 34.776.828 $ | -203.164 $ | -0,6 % | 34.979.992 $ | -16.006.458 $ | -31,4 % | 50.986.450 $ | |||||
| Portland Global Advisors LLC | 44.333.888 $ | -6.629.032 $ | -13,0 % | 50.962.920 $ | +2.916.453 $ | +6,1 % | 48.046.467 $ | +3.675.800 $ | +8,3 % | |||
| MONTAG A & ASSOCIATES INC | 49.334.287 $ | -1.548.648 $ | -3,0 % | 50.882.935 $ | +10.052.782 $ | +24,6 % | 40.830.153 $ | +1.930.694 $ | +5,0 % | |||
| RFG HOLDINGS, INC. | 50.694.816 $ | +6.710.814 $ | +15,3 % | 43.984.002 $ | +21.374.516 $ | +94,5 % | 22.609.486 $ | +310.283 $ | +1,4 % | |||
| Wellspring Financial Advisors, LLC | 50.524.503 $ | +4.953.928 $ | +10,9 % | 45.570.575 $ | +16.911.954 $ | +59,0 % | 28.658.621 $ | +8.555.538 $ | +42,6 % | |||
| Global Wealth Management Investment Advisory, Inc. | 50.486.867 $ | +3.147.707 $ | +6,6 % | 47.339.160 $ | -793.999 $ | -1,6 % | 48.133.159 $ | +3.439.891 $ | +7,7 % | |||
| EverSource Wealth Advisors, LLC | 32.840.024 $ | -17.610.673 $ | -34,9 % | 50.450.697 $ | +8.732.911 $ | +20,9 % | 41.717.786 $ | +2.778.476 $ | +7,1 % | |||
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 25.545.620 $ | -43.572 $ | -0,2 % | 25.589.192 $ | +136.147 $ | +0,5 % | 25.453.045 $ | -24.760.503 $ | -49,3 % | 50.213.548 $ | +25.242.243 $ | +101,1 % |
| Bell Investment Advisors, Inc | 50.129.731 $ | +651.593 $ | +1,3 % | 49.478.138 $ | +500.276 $ | +1,0 % | 48.977.862 $ | +1.891.888 $ | +4,0 % | |||
| Quadrature Capital Ltd | 50.034.953 $ | +49.429.489 $ | +8.163,9 % | 605.464 $ | -31.210.430 $ | -98,1 % | 31.815.894 $ | +26.024.180 $ | +449,3 % | |||
| Bell Bank | 46.238.375 $ | -3.786.283 $ | -7,6 % | 50.024.658 $ | +7.091.061 $ | +16,5 % | 42.933.597 $ | +1.394.998 $ | +3,4 % | 41.538.599 $ | +3.220.454 $ | +8,4 % |
| WINTON GROUP Ltd | 50.003.250 $ | |||||||||||
| Summit Financial Strategies, Inc. | 49.976.043 $ | +8.462.555 $ | +20,4 % | 41.513.488 $ | +12.453.589 $ | +42,9 % | 29.059.899 $ | +17.992.760 $ | +162,6 % | 11.067.139 $ | +9.513.501 $ | +612,3 % |
| Marks Wealth, LLC | 44.971.373 $ | +1.580.884 $ | +3,6 % | 43.390.489 $ | -6.561.148 $ | -13,1 % | 49.951.637 $ | |||||
| CAPITAL CITY TRUST CO/FL | 44.300.003 $ | -5.467.649 $ | -11,0 % | 49.767.652 $ | +6.663.195 $ | +15,5 % | 43.104.457 $ | -39.820 $ | -0,1 % | 43.144.277 $ | ||
| Eaton-Cambridge Inc. | 44.171.107 $ | +416.335 $ | +1,0 % | 43.754.772 $ | -5.873.940 $ | -11,8 % | 49.628.712 $ | +3.810.588 $ | +8,3 % | |||
| Quaker Wealth Management, LLC | 34.677.308 $ | -14.919.021 $ | -30,1 % | 49.596.329 $ | +806.757 $ | +1,7 % | 48.789.572 $ | +673.770 $ | +1,4 % | 48.115.802 $ | +292.209 $ | +0,6 % |
| Capula Management Ltd | 49.590.000 $ | |||||||||||
| Tolleson Wealth Management, Inc. | 49.303.750 $ | +6.869.636 $ | +16,2 % | 42.434.114 $ | +9.083.479 $ | +27,2 % | 33.350.635 $ | +198.636 $ | +0,6 % | |||
| Pacific Life Fund Advisors LLC | 49.164.918 $ | +11.297.517 $ | +29,8 % | 37.867.401 $ | -1.404.766 $ | -3,6 % | 39.272.167 $ | -1.093.767 $ | -2,7 % | |||
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 37.748.435 $ | -3.465.797 $ | -8,4 % | 41.214.232 $ | -7.739.808 $ | -15,8 % | 48.954.040 $ | -681.616 $ | -1,4 % | |||
| New England Capital Financial Advisors LLC | 48.946.365 $ | +3.122.700 $ | +6,8 % | 45.823.665 $ | +40.664.576 $ | +788,2 % | 5.159.089 $ | +5.049.346 $ | +4.601,1 % | |||
| Checchi Capital Advisers, LLC | 48.852.516 $ | +4.101.156 $ | +9,2 % | 44.751.360 $ | -455.164 $ | -1,0 % | 45.206.524 $ | +2.960.495 $ | +7,0 % | |||
| Parallel Advisors, LLC | 48.813.688 $ | +2.764.072 $ | +6,0 % | 46.049.616 $ | +804.430 $ | +1,8 % | 45.245.186 $ | +2.243.450 $ | +5,2 % | |||
| Black Diamond Financial, LLC | 48.704.175 $ | +15.399.486 $ | +46,2 % | 33.304.689 $ | -2.436.651 $ | -6,8 % | 35.741.340 $ | +1.108.770 $ | +3,2 % | |||
| William Mack & Associates, Inc. | 48.600.918 $ | +17.102.584 $ | +54,3 % | 31.498.334 $ | -11.927.580 $ | -27,5 % | 43.425.914 $ | +5.116.573 $ | +13,4 % | |||
| Grove Bank & Trust | 39.333.186 $ | -9.183.952 $ | -18,9 % | 48.517.138 $ | +16.738.604 $ | +52,7 % | 31.778.534 $ | +18.664.004 $ | +142,3 % | 13.114.530 $ | +311.870 $ | +2,4 % |
| HUB Investment Partners, LLC | 48.443.068 $ | +4.704.204 $ | +10,8 % | 43.738.864 $ | +6.478.319 $ | +17,4 % | 37.260.545 $ | +2.112.097 $ | +6,0 % | |||
| Trans-Canada Capital Inc. | 48.079.104 $ | -120.604 $ | -0,3 % | |||||||||
| BCK Partners, Inc. | 47.880.772 $ | +2.676.686 $ | +5,9 % | 45.204.086 $ | +1.032.362 $ | +2,3 % | 44.171.724 $ | +1.369.820 $ | +3,2 % | |||
| Klaas Financial Asset Advisors, LLC | 47.821.480 $ | +879.123 $ | +1,9 % | 46.942.357 $ | +3.593.077 $ | +8,3 % | 43.349.280 $ | |||||
| Vident Advisory, LLC | 47.817.887 $ | +9.413.896 $ | +24,5 % | 38.403.991 $ | +5.791.128 $ | +17,8 % | 32.612.863 $ | +9.965.562 $ | +44,0 % | |||
| WBH ADVISORY INC | 47.703.883 $ | +732.134 $ | +1,6 % | 46.971.749 $ | +1.506.065 $ | +3,3 % | 45.465.684 $ | +2.419.963 $ | +5,6 % | |||
| BANK OF HAWAII | 44.169.757 $ | +128.528 $ | +0,3 % | 44.041.229 $ | -3.555.978 $ | -7,5 % | 47.597.207 $ | -292.627 $ | -0,6 % | |||
| Starr Indemnity & Liability Co | 47.478.379 $ | +5.854.696 $ | +14,1 % | 41.623.683 $ | +917.527 $ | +2,3 % | 40.706.156 $ | +517.019 $ | +1,3 % | |||
| Johnson Bixby & Associates, LLC | 6.395.279 $ | -41.042.136 $ | -86,5 % | 47.437.415 $ | +108.981 $ | +0,2 % | 47.328.434 $ | +6.133.094 $ | +14,9 % | 41.195.340 $ | +5.688.500 $ | +16,0 % |
| EVOLVE PRIVATE WEALTH, LLC | 46.708.412 $ | +2.171.968 $ | +4,9 % | 44.536.444 $ | +43.154.590 $ | +3.122,9 % | 1.381.854 $ | |||||
| Bragg Financial Advisors, Inc | 46.633.884 $ | +4.489.602 $ | +10,7 % | 42.144.282 $ | +680.732 $ | +1,6 % | 41.463.550 $ | +1.287.024 $ | +3,2 % | |||
| SBI Securities Co., Ltd. | 35.328.980 $ | -3.386.192 $ | -8,7 % | 38.715.172 $ | -6.914.337 $ | -15,2 % | 45.629.509 $ | -843.588 $ | -1,8 % | 46.473.097 $ | -2.304.997 $ | -4,7 % |
| Bear Mountain Capital, Inc. | 46.246.634 $ | -149.433 $ | -0,3 % | 46.396.067 $ | +25.536.172 $ | +122,4 % | 20.859.895 $ | +43.129 $ | +0,2 % | |||
| PEAPACK GLADSTONE FINANCIAL CORP | 46.128.000 $ | +6.638.000 $ | +16,8 % | 39.490.000 $ | +1.477.000 $ | +3,9 % | 38.013.000 $ | +9.898.000 $ | +35,2 % | |||
| Privatperson | 44.920.573 $ | -1.051.100 $ | -2,3 % | 45.971.673 $ | +4.009.091 $ | +9,6 % | 41.962.582 $ | +1.734.661 $ | +4,3 % | 40.227.921 $ | +4.468.967 $ | +12,5 % |
| Berkeley Capital Partners, LLC | 45.959.949 $ | +554.439 $ | +1,2 % | 45.405.510 $ | +1.216.346 $ | +2,8 % | 44.189.164 $ | +346.270 $ | +0,8 % | |||
| Privatperson | 26.482.333 $ | -18.586.479 $ | -41,2 % | 45.068.812 $ | -860.055 $ | -1,9 % | 45.928.867 $ | -785.947 $ | -1,7 % | |||
| ASPIRIANT, LLC | 42.940.813 $ | -2.964.717 $ | -6,5 % | 45.905.530 $ | +5.673.730 $ | +14,1 % | 40.231.800 $ | +670.090 $ | +1,7 % | 39.561.710 $ | +2.236.076 $ | +6,0 % |
| Octavia Wealth Advisors, LLC | 11.702.727 $ | +1.952.750 $ | +20,0 % | 9.749.977 $ | -36.004.997 $ | -78,7 % | 45.754.974 $ | -2.508.543 $ | -5,2 % | |||
| Bleakley Financial Group, LLC | 45.669.058 $ | +3.111.445 $ | +7,3 % | 42.557.613 $ | +2.797.340 $ | +7,0 % | 39.760.273 $ | +6.120.849 $ | +18,2 % | |||
| Hassell Wealth Management, LLC | 44.612.861 $ | -521.967 $ | -1,2 % | 45.134.828 $ | -495.375 $ | -1,1 % | 45.630.203 $ | +1.504.465 $ | +3,4 % | 44.125.738 $ | +1.072.655 $ | +2,5 % |
| Smartleaf Asset Management LLC | 45.566.729 $ | +3.131.888 $ | +7,4 % | 42.434.841 $ | +12.359.607 $ | +41,1 % | 30.075.234 $ | +2.858.403 $ | +10,5 % | |||
| Roundview Capital LLC | 45.461.375 $ | +4.261.492 $ | +10,3 % | 41.199.883 $ | +1.544.104 $ | +3,9 % | 39.655.779 $ | +2.386.325 $ | +6,4 % | |||
| Tilson Financial Group, Inc. | 45.427.737 $ | +2.113.973 $ | +4,9 % | 43.313.764 $ | +2.998.154 $ | +7,4 % | 40.315.610 $ | +4.147.037 $ | +11,5 % | |||
| Belpointe Asset Management LLC | 36.357.047 $ | -2.825.438 $ | -7,2 % | 39.182.485 $ | -6.001.068 $ | -13,3 % | 45.183.553 $ | -11.021.275 $ | -19,6 % | |||
| CGN Advisors LLC | 43.027.808 $ | -2.024.617 $ | -4,5 % | 45.052.425 $ | +2.839.968 $ | +6,7 % | 42.212.457 $ | +9.070.450 $ | +27,4 % | 33.142.007 $ | +2.110.900 $ | +6,8 % |
| DMKC Advisory Services, LLC | 45.047.515 $ | |||||||||||
| Gross & Hartman Investments LLC | 45.036.480 $ | +9.177.760 $ | +25,6 % | 35.858.720 $ | +4.382.989 $ | +13,9 % | 31.475.731 $ | |||||
| First Citizens Asset Management, Inc. | 44.886.173 $ | +2.605.812 $ | +6,2 % | 42.280.361 $ | -47.317 $ | -0,1 % | 42.327.678 $ | +404.475 $ | +1,0 % | |||
| Brandywine Asset Management, Inc. | 43.715.587 $ | -840.415 $ | -1,9 % | 44.556.002 $ | ||||||||
| Unison Advisors LLC | 44.485.981 $ | +2.537.994 $ | +6,1 % | 41.947.987 $ | +3.664.377 $ | +9,6 % | 38.283.610 $ | +1.203.713 $ | +3,2 % | |||
| Cascade Wealth Advisors, Inc | 44.333.207 $ | +2.642.197 $ | +6,3 % | 41.691.010 $ | -264.716 $ | -0,6 % | 41.955.726 $ | -1.580.219 $ | -3,6 % | |||
| Jaffetilchin Investment Partners, LLC | 25.244.181 $ | -302.028 $ | -1,2 % | 25.546.209 $ | -18.779.193 $ | -42,4 % | 44.325.402 $ | +797.824 $ | +1,8 % | |||
| Spartan Wealth Advisory Services LLC | 44.272.324 $ | +8.808.936 $ | +24,8 % | 35.463.388 $ | ||||||||
| Tower Research Capital LLC (TRC) | 44.098.350 $ | +35.143.468 $ | +392,5 % | 8.954.882 $ | -23.192.719 $ | -72,1 % | 32.147.601 $ | -6.383.931 $ | -16,6 % | |||
| Bishop & Co Investment Management, LLC | 44.086.171 $ | +1.178.972 $ | +2,7 % | 42.907.199 $ | +2.399.418 $ | +5,9 % | 40.507.781 $ | +157.691 $ | +0,4 % | |||
| Verdence Capital Advisors LLC | 38.681.495 $ | +3.329.827 $ | +9,4 % | 35.351.668 $ | -8.635.586 $ | -19,6 % | 43.987.254 $ | +10.778.907 $ | +32,5 % | |||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 43.863.699 $ | +5.552.167 $ | +14,5 % | 38.311.532 $ | +1.612.862 $ | +4,4 % | 36.698.670 $ | +9.934.663 $ | +37,1 % | |||
| Dynamic Advisor Solutions LLC | 43.750.693 $ | +12.211 $ | +0,0 % | 43.738.482 $ | +2.431.608 $ | +5,9 % | 41.306.874 $ | +1.303.269 $ | +3,3 % | 40.003.605 $ | +344.011 $ | +0,9 % |
| Stratos Wealth Advisors, LLC | 14.329.930 $ | -310.543 $ | -2,1 % | 14.640.473 $ | -29.049.806 $ | -66,5 % | 43.690.279 $ | +1.471.723 $ | +3,5 % | |||
| NorthCoast Asset Management LLC | 43.673.784 $ | -167.395.653 $ | -79,3 % | |||||||||
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 40.474.657 $ | +629.934 $ | +1,6 % | 39.844.723 $ | -3.743.981 $ | -8,6 % | 43.588.704 $ | -889.782 $ | -2,0 % | |||
| Delta Accumulation, LLC | 12.500.280 $ | -1.950 $ | -0,0 % | 12.502.230 $ | -31.060.608 $ | -71,3 % | 43.562.838 $ | +17.261.411 $ | +65,6 % | |||
| Jefferies Financial Group Inc. | 625.225 $ | -2.394.116 $ | -79,3 % | 3.019.341 $ | -40.497.756 $ | -93,1 % | 43.517.097 $ | +41.068.415 $ | +1.677,2 % | |||
| Vernal Point Advisors, LLC | 43.447.698 $ | +15.640.538 $ | +56,2 % | 27.807.160 $ | -864.583 $ | -3,0 % | 28.671.743 $ | -3.375.768 $ | -10,5 % | |||
| Relyea Zuckerberg Hanson LLC | 43.401.409 $ | +302.574 $ | +0,7 % | 43.098.835 $ | +8.152.161 $ | +23,3 % | 34.946.674 $ | +1.064.924 $ | +3,1 % | 33.881.750 $ | +1.447.924 $ | +4,5 % |
| Brio Consultants, LLC | 43.310.303 $ | +2.794.916 $ | +6,9 % | 40.515.387 $ | +4.934.027 $ | +13,9 % | 35.581.360 $ | +4.328.344 $ | +13,8 % | |||
| John A. Wolfe & Associates, Inc. | 43.296.778 $ | |||||||||||
| Principle Wealth Partners LLC | 42.869.125 $ | +16.937.858 $ | +65,3 % | 25.931.267 $ | -98.810 $ | -0,4 % | 26.030.077 $ | +469.749 $ | +1,8 % | |||
| MilWealth Group LLC | 42.725.475 $ | +2.659.095 $ | +6,6 % | 40.066.380 $ | +590.255 $ | +1,5 % | 39.476.125 $ | +1.000.090 $ | +2,6 % | |||
| Invesco Ltd. | 42.445.133 $ | -107.128 $ | -0,3 % | 42.552.261 $ | +25.292.119 $ | +146,5 % | 17.260.142 $ | -324.139 $ | -1,8 % | |||
| SVB WEALTH LLC | 42.410.810 $ | +17.400.770 $ | +69,6 % | 25.010.040 $ | +3.567.589 $ | +16,6 % | 21.442.451 $ | +5.278.163 $ | +32,7 % | |||
| Systelligence, LLC | 28.639.483 $ | -5.532.324 $ | -16,2 % | 34.171.807 $ | -8.198.373 $ | -19,3 % | 42.370.180 $ | +24.201.986 $ | +133,2 % | |||
| RKL Wealth Management LLC | 40.811.956 $ | -572.532 $ | -1,4 % | 41.384.488 $ | +1.030.417 $ | +2,6 % | 40.354.071 $ | -1.931.863 $ | -4,6 % | 42.285.934 $ | +870.047 $ | +2,1 % |
| Rothschild Wealth LLC | 40.694.246 $ | -1.570.591 $ | -3,7 % | 42.264.837 $ | +817.795 $ | +2,0 % | 41.447.042 $ | +35.496.496 $ | +596,5 % | |||
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 41.905.518 $ | +13.183.867 $ | +45,9 % | 28.721.651 $ | +613.750 $ | +2,2 % | 28.107.901 $ | +135.716 $ | +0,5 % | 27.972.185 $ | +452.816 $ | +1,6 % |
| VSM Wealth Advisory, LLC | 41.828.578 $ | +3.414.265 $ | +8,9 % | 38.414.313 $ | -469.153 $ | -1,2 % | 38.883.466 $ | +2.507.610 $ | +6,9 % | |||
| XY Planning Network, Inc. | 41.828.302 $ | +2.053.271 $ | +5,2 % | 39.775.031 $ | +10.037.616 $ | +33,8 % | 29.737.415 $ | +2.020.038 $ | +7,3 % | 27.717.377 $ | +11.421.609 $ | +70,1 % |
| Coyle Financial Counsel LLC | 41.698.991 $ | +1.365.270 $ | +3,4 % | 40.333.721 $ | +1.021.043 $ | +2,6 % | 39.312.678 $ | +1.424.331 $ | +3,8 % | |||
| Rodgers & Associates, LTD | 41.688.928 $ | +135.410 $ | +0,3 % | 41.553.518 $ | +1.682.554 $ | +4,2 % | 39.870.964 $ | +1.168.502 $ | +3,0 % | 38.702.462 $ | +2.139.741 $ | +5,9 % |
| ARMSTRONG ADVISORY GROUP, INC | 4.174.197 $ | -91.725 $ | -2,2 % | 4.265.922 $ | -37.296.009 $ | -89,7 % | 41.561.931 $ | +7.229.334 $ | +21,1 % | 34.332.597 $ | +1.173.036 $ | +3,5 % |
| SWAN Capital LLC | 38.973.322 $ | +829.984 $ | +2,2 % | 38.143.338 $ | -3.349.191 $ | -8,1 % | 41.492.529 $ | +151.263 $ | +0,4 % | |||
| Institute for Wealth Management, LLC. | 41.394.507 $ | +13.433.401 $ | +48,0 % | 27.961.106 $ | +3.164.313 $ | +12,8 % | 24.796.793 $ | +1.792.182 $ | +7,8 % | |||
| Longview Financial Advisors LLC | 41.388.218 $ | +1.999.742 $ | +5,1 % | 39.388.476 $ | +742.010 $ | +1,9 % | 38.646.466 $ | +1.639.845 $ | +4,4 % | |||
| Hudock, Inc. | 32.274.732 $ | -8.788.951 $ | -21,4 % | 41.063.683 $ | +1.052.483 $ | +2,6 % | 40.011.200 $ | -458.408 $ | -1,1 % | 40.469.608 $ | -244.046 $ | -0,6 % |
| SAGE RHINO CAPITAL LLC | 40.965.382 $ | +16.556.934 $ | +67,8 % | 24.408.448 $ | +12.186.542 $ | +99,7 % | 12.221.906 $ | +198.787 $ | +1,7 % | |||
| TD Waterhouse Canada Inc. | 36.445.442 $ | -4.470.626 $ | -10,9 % | 40.916.068 $ | +1.933.508 $ | +5,0 % | 38.982.560 $ | +12.171.954 $ | +45,4 % | 26.810.606 $ | +7.053.822 $ | +35,7 % |
| SOFI WEALTH, LLC | 40.589.013 $ | +1.504.300 $ | +3,8 % | 39.084.713 $ | +6.464.410 $ | +19,8 % | 32.620.303 $ | +1.936.584 $ | +6,3 % | |||
| Highland Financial Advisors, LLC | 40.415.465 $ | +2.118.604 $ | +5,5 % | 38.296.861 $ | +11.221.610 $ | +41,4 % | 27.075.251 $ | -679.132 $ | -2,4 % | 27.754.383 $ | +170.027 $ | +0,6 % |
| Talon Private Wealth, LLC | 40.383.517 $ | +3.450.089 $ | +9,3 % | 36.933.428 $ | ||||||||
| MISSION WEALTH MANAGEMENT, LP | 32.882.823 $ | -7.500.511 $ | -18,6 % | 40.383.334 $ | +9.473.121 $ | +30,6 % | 30.910.213 $ | -127.899 $ | -0,4 % | 31.038.112 $ | +3.670.935 $ | +13,4 % |
| Meeder Advisory Services, Inc. | 7.864.949 $ | -32.506.647 $ | -80,5 % | 40.371.596 $ | +1.719.261 $ | +4,4 % | 38.652.335 $ | +4.241.838 $ | +12,3 % | |||
| COURIER CAPITAL LLC | 40.311.102 $ | +8.004.437 $ | +24,8 % | 32.306.665 $ | +3.054.975 $ | +10,4 % | 29.251.690 $ | +660.044 $ | +2,3 % | 28.591.646 $ | +1.617.135 $ | +6,0 % |
| Kestra Investment Management, LLC | 40.252.812 $ | +7.572.245 $ | +23,2 % | 32.680.567 $ | -2.840 $ | -0,0 % | 32.683.407 $ | -19.242.426 $ | -37,1 % | |||
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 40.199.999 $ | +5.830.496 $ | +17,0 % | 34.369.503 $ | +12.669.960 $ | +58,4 % | 21.699.543 $ | -1.378.771 $ | -6,0 % | 23.078.314 $ | -12.271.134 $ | -34,7 % |
| Grant Street Asset Management, Inc. | 40.190.805 $ | +4.125.678 $ | +11,4 % | 36.065.127 $ | +678.915 $ | +1,9 % | 35.386.212 $ | +977.869 $ | +2,8 % | |||
| Johnson Financial Group, Inc. | 40.074.276 $ | +39.424.807 $ | +6.070,3 % | 649.469 $ | -11.080 $ | -1,7 % | 660.549 $ | +4.839 $ | +0,7 % | |||
| Hirtle & Co., LLC | 15.125.924 $ | -24.263.573 $ | -61,6 % | 39.389.497 $ | -548.187 $ | -1,4 % | 39.937.684 $ | +1.120.033 $ | +2,9 % | |||
| FIRST MERCHANTS CORP | 39.366.199 $ | -320.305 $ | -0,8 % | 39.686.504 $ | +5.325.466 $ | +15,5 % | 34.361.038 $ | +2.129.473 $ | +6,6 % | 32.231.565 $ | -551.990 $ | -1,7 % |
| Banco Santander, S.A. | 12.779.121 $ | -26.806.475 $ | -67,7 % | 39.585.596 $ | +11.246.752 $ | +39,7 % | 28.338.844 $ | +16.069.438 $ | +131,0 % | |||
| One Day In July LLC | 39.547.520 $ | +4.735.429 $ | +13,6 % | 34.812.091 $ | -458.621 $ | -1,3 % | 35.270.712 $ | -3.263.366 $ | -8,5 % | |||
| Fund Evaluation Group, LLC | 39.536.720 $ | +2.135.798 $ | +5,7 % | 37.400.922 $ | -130.958 $ | -0,3 % | 37.531.880 $ | +8.761.087 $ | +30,5 % | |||
| QUATTRO FINANCIAL ADVISORS LLC | 39.236.566 $ | -199.057 $ | -0,5 % | 39.435.623 $ | +29.877.642 $ | +312,6 % | 9.557.981 $ | -1.225.970 $ | -11,4 % | 10.783.951 $ | -51.507 $ | -0,5 % |
| ProVise Management Group, LLC | 39.434.551 $ | +5.913.830 $ | +17,6 % | 33.520.721 $ | -1.666.058 $ | -4,7 % | 35.186.779 $ | +1.235.651 $ | +3,6 % | |||
| Chicago Partners Investment Group LLC | 31.502.139 $ | +1.933.529 $ | +6,5 % | 29.568.610 $ | -9.764.626 $ | -24,8 % | 39.333.236 $ | +3.149.595 $ | +8,7 % | |||
| Tull Financial Group, Inc. | 39.156.721 $ | +1.584.104 $ | +4,2 % | 37.572.617 $ | +244.628 $ | +0,7 % | 37.327.989 $ | +869.161 $ | +2,4 % | |||
| Ocean Park Asset Management, LLC | 39.084.850 $ | +32.987.850 $ | +541,1 % | 6.097.000 $ | -26.629.098 $ | -81,4 % | ||||||
| VANGUARD MARKETING CORPORATION | 39.028.500 $ | -31.500 $ | -0,1 % | 39.060.000 $ | ||||||||
| ShankerValleau Wealth Advisors, Inc. | 38.991.805 $ | +37.204 $ | +0,1 % | 38.954.601 $ | +2.026.726 $ | +5,5 % | 36.927.875 $ | +445.260 $ | +1,2 % | 36.482.615 $ | +2.037.043 $ | +5,9 % |
| Sunburst Financial Group, LLC | 38.969.883 $ | +1.931.109 $ | +5,2 % | 37.038.774 $ | +971.514 $ | +2,7 % | 36.067.260 $ | +398.246 $ | +1,1 % | 35.669.014 $ | +800.887 $ | +2,3 % |
| PFG Advisors | 32.868.508 $ | +997.172 $ | +3,1 % | 31.871.336 $ | +1.248.083 $ | +4,1 % | 30.623.253 $ | -8.317.118 $ | -21,4 % | 38.940.371 $ | +951.700 $ | +2,5 % |
| TAGStone Capital, Inc. | 38.602.293 $ | +2.802.967 $ | +7,8 % | 35.799.326 $ | +99.624 $ | +0,3 % | 35.699.702 $ | +3.465.584 $ | +10,8 % | |||
| COZAD ASSET MANAGEMENT INC | 38.598.431 $ | +12.688.369 $ | +49,0 % | 25.910.062 $ | -1.910.497 $ | -6,9 % | 27.820.559 $ | +696.865 $ | +2,6 % | |||
| Newton One Investments LLC | 36.329.278 $ | -771.747 $ | -2,1 % | 37.101.025 $ | -1.495.199 $ | -3,9 % | 38.596.224 $ | +621.752 $ | +1,6 % | 37.974.472 $ | +5.123 $ | +0,0 % |
| AA Financial Advisors, LLC | 36.262.523 $ | +4.294.664 $ | +13,4 % | 31.967.859 $ | +2.319.154 $ | +7,8 % | 29.648.705 $ | -8.925.032 $ | -23,1 % | 38.573.737 $ | +2.860.820 $ | +8,0 % |
| Pacific Capital Wealth Advisors, Inc. | 19.257.772 $ | -19.268.226 $ | -50,0 % | 38.525.998 $ | +4.004.053 $ | +11,6 % | 34.521.945 $ | +3.466.873 $ | +11,2 % | 31.055.072 $ | +191.130 $ | +0,6 % |
| Carnegie Investment Counsel | 33.103.621 $ | -783.167 $ | -2,3 % | 33.886.788 $ | -4.219.125 $ | -11,1 % | 38.105.913 $ | -419.504 $ | -1,1 % | 38.525.417 $ | +408.814 $ | +1,1 % |
| Integrated Investment Consultants, LLC | 38.436.833 $ | +5.018.477 $ | +15,0 % | 33.418.356 $ | -1.174.530 $ | -3,4 % | 34.592.886 $ | +769.652 $ | +2,3 % | |||
| FIDELIS iM, LLC | 28.239.378 $ | -3.340.439 $ | -10,6 % | 31.579.817 $ | -6.363.442 $ | -16,8 % | 37.943.259 $ | -464.031 $ | -1,2 % | 38.407.290 $ | +38.397.952 $ | +411.201,0 % |
| CSM Advisors, LLC | 26.225.000 $ | -12.163.000 $ | -31,7 % | 38.388.000 $ | +2.388.000 $ | +6,6 % | 36.000.000 $ | +5.785.000 $ | +19,1 % | |||
| QUEST INVESTMENT MANAGEMENT LLC | 38.347.578 $ | |||||||||||
| ST GERMAIN D J CO INC | 36.838.519 $ | -594.604 $ | -1,6 % | 37.433.123 $ | -684.522 $ | -1,8 % | 38.117.645 $ | +1.283.606 $ | +3,5 % | |||
| Planning Strategies Inc. | 37.929.212 $ | +2.624.405 $ | +7,4 % | 35.304.807 $ | ||||||||
| Elite Financial, Inc. | 37.833.000 $ | +3.166.000 $ | +9,1 % | 34.667.000 $ | -1.733.000 $ | -4,8 % | 36.400.000 $ | -115.000 $ | -0,3 % | |||
| J.W. COLE ADVISORS, INC. | 37.798.918 $ | +19.237.040 $ | +103,6 % | 18.561.878 $ | -10.651.754 $ | -36,5 % | 29.213.632 $ | -4.246.725 $ | -12,7 % | |||
| Stone Summit Wealth LLC | 37.585.586 $ | +2.144.548 $ | +6,1 % | 35.441.038 $ | -76.194 $ | -0,2 % | 35.517.232 $ | +2.598.357 $ | +7,9 % | 32.918.875 $ | +3.900.049 $ | +13,4 % |
| SJS Investment Consulting Inc. | 37.514.314 $ | +3.278.403 $ | +9,6 % | 34.235.911 $ | +4.111.484 $ | +13,6 % | 30.124.427 $ | +4.215.966 $ | +16,3 % | |||
| Capital Advisors Wealth Management, LLC | 16.451.048 $ | -21.009.043 $ | -56,1 % | 37.460.091 $ | +1.339.163 $ | +3,7 % | 36.120.928 $ | +2.410.044 $ | +7,1 % | 33.710.884 $ | +267.517 $ | +0,8 % |
| Causey Wealth LLC | 36.593.480 $ | -859.065 $ | -2,3 % | 37.452.545 $ | +7.331.610 $ | +24,3 % | 30.120.935 $ | +2.588.983 $ | +9,4 % | |||
| Northwest Bancshares, Inc. | 33.173.993 $ | +2.369.508 $ | +7,7 % | 30.804.485 $ | -6.423.020 $ | -17,3 % | 37.227.505 $ | -4.963.667 $ | -11,8 % | |||
| Beacon Bank & Trust | 37.194.060 $ | +513.092 $ | +1,4 % | 36.680.968 $ | +549.461 $ | +1,5 % | 36.131.507 $ | +35.684.220 $ | +7.977,9 % | |||
| CHOREO, LLC | 37.139.487 $ | +1.963.580 $ | +5,6 % | 35.175.907 $ | +15.453.322 $ | +78,4 % | 19.722.585 $ | -3.095.261 $ | -13,6 % | |||
| FourThought Financial Partners, LLC | 37.058.513 $ | +5.525.762 $ | +17,5 % | 31.532.751 $ | -2.440.256 $ | -7,2 % | 33.973.007 $ | +2.203.284 $ | +6,9 % | |||
| E&R Wealth Management, LLC | 37.033.321 $ | +224.008 $ | +0,6 % | 36.809.313 $ | +3.710.255 $ | +11,2 % | 33.099.058 $ | +1.251.846 $ | +3,9 % | 31.847.212 $ | ||
| Badgley Phelps Wealth Managers, LLC | 35.704.227 $ | +966.274 $ | +2,8 % | 34.737.953 $ | -2.259.388 $ | -6,1 % | 36.997.341 $ | +2.615.822 $ | +7,6 % | |||
| OPPENHEIMER & CO INC | 35.450.842 $ | -1.492.400 $ | -4,0 % | 36.943.242 $ | +6.007.564 $ | +19,4 % | 30.935.678 $ | -8.968.895 $ | -22,5 % | |||
| Diversified Trust Co | 36.816.896 $ | +4.903.314 $ | +15,4 % | 31.913.582 $ | -2.716.759 $ | -7,8 % | 34.630.341 $ | +987.308 $ | +2,9 % | |||
| AlphaCore Capital LLC | 36.670.492 $ | +7.731.458 $ | +26,7 % | 28.939.034 $ | +1.163.430 $ | +4,2 % | 27.775.604 $ | -1.828.716 $ | -6,2 % | |||
| SHUFRO ROSE & CO LLC | 36.660.911 $ | +2.308.938 $ | +6,7 % | 34.351.973 $ | +546.247 $ | +1,6 % | 33.805.726 $ | +7.650.672 $ | +29,3 % | |||
| Brand Asset Management Group, Inc. | 36.630.678 $ | +5.674.915 $ | +18,3 % | 30.955.763 $ | +1.325.433 $ | +4,5 % | 29.630.330 $ | +65.699 $ | +0,2 % | |||
| Summit Asset Management, LLC | 36.492.129 $ | +2.025.132 $ | +5,9 % | 34.466.997 $ | +800.747 $ | +2,4 % | 33.666.250 $ | +15.261.272 $ | +82,9 % | |||
| Centiva Capital, LP | 36.367.500 $ | |||||||||||
| Kingsview Wealth Management, LLC | 21.826.380 $ | -14.530.080 $ | -40,0 % | 36.356.460 $ | +24.535.299 $ | +207,6 % | 11.821.161 $ | +558.465 $ | +5,0 % | |||
| Union Bancaire Privee, UBP SA | 35.829.240 $ | +437.985 $ | +1,2 % | 35.391.255 $ | -952.919 $ | -2,6 % | 36.344.174 $ | +900.392 $ | +2,5 % | |||
| Twin Cities Retirement Group LLC | 36.318.974 $ | +440.271 $ | +1,2 % | 35.878.703 $ | +3.486.062 $ | +10,8 % | 32.392.641 $ | +2.115.036 $ | +7,0 % | 30.277.605 $ | ||
| Whitcomb & Hess, Inc. | 35.898.262 $ | -363.962 $ | -1,0 % | 36.262.224 $ | +1.067.182 $ | +3,0 % | 35.195.042 $ | +555.690 $ | +1,6 % | 34.639.352 $ | +2.842.578 $ | +8,9 % |
| Johns Hopkins University | 35.902.241 $ | -209.739 $ | -0,6 % | 36.111.980 $ | -117.206 $ | -0,3 % | 36.229.186 $ | -74.025 $ | -0,2 % | |||
| University of Illinois Foundation | 36.056.995 $ | |||||||||||
| IFP Advisors, Inc | 34.493.836 $ | +1.365.488 $ | +4,1 % | 33.128.348 $ | -2.785.022 $ | -7,8 % | 35.913.370 $ | +6.807.583 $ | +23,4 % | 29.105.787 $ | +2.381.078 $ | +8,9 % |
| Alaethes Wealth, LLC | 35.828.792 $ | +2.496.643 $ | +7,5 % | 33.332.149 $ | +262.621 $ | +0,8 % | 33.069.528 $ | +920.600 $ | +2,9 % | |||
| Sigma Planning Corp | 35.749.152 $ | +6.776.615 $ | +23,4 % | 28.972.537 $ | +1.670.573 $ | +6,1 % | 27.301.964 $ | +1.227.515 $ | +4,7 % | |||
| Aurelius Family Office LLC | 35.654.348 $ | +2.799.529 $ | +8,5 % | 32.854.819 $ | +19.471 $ | +0,1 % | 32.835.348 $ | +1.081.075 $ | +3,4 % | |||
| Rise Advisors, LLC | 35.007.486 $ | -503.857 $ | -1,4 % | 35.511.343 $ | +12.261.335 $ | +52,7 % | 23.250.008 $ | +597.112 $ | +2,6 % | 22.652.896 $ | +5.189.579 $ | +29,7 % |
| Fischer Financial Services, Inc. | 35.497.717 $ | +1.113.203 $ | +3,2 % | 34.384.514 $ | +182.029 $ | +0,5 % | 34.202.485 $ | +710.126 $ | +2,1 % | |||
| FIRST CITIZENS BANK & TRUST CO | 27.099.873 $ | -8.333.654 $ | -23,5 % | 35.433.527 $ | +15.627.008 $ | +78,9 % | 19.806.519 $ | -451.773 $ | -2,2 % | 20.258.292 $ | +3.507.052 $ | +20,9 % |
| STALEY CAPITAL ADVISERS INC | 35.351.980 $ | -60.397 $ | -0,2 % | 35.412.377 $ | +3.572.616 $ | +11,2 % | 31.839.761 $ | +1.368.008 $ | +4,5 % | |||
| MERIDIAN MANAGEMENT CO | 35.376.648 $ | +2.475.437 $ | +7,5 % | 32.901.211 $ | +1.214.065 $ | +3,8 % | 31.687.146 $ | +2.844.959 $ | +9,9 % | |||
| Net Worth Advisory Group | 35.240.260 $ | +249.887 $ | +0,7 % | 34.990.373 $ | +19.006.334 $ | +118,9 % | 15.984.039 $ | +242.776 $ | +1,5 % | 15.741.263 $ | +5.164.835 $ | +48,8 % |
| Ameritas Advisory Services, LLC | 35.236.902 $ | +5.628.195 $ | +19,0 % | 29.608.707 $ | +14.032.414 $ | +90,1 % | 15.576.293 $ | +7.921.511 $ | +103,5 % | |||
| Kropog Financial Group, LLC | 34.397.870 $ | +6.309.486 $ | +22,5 % | 28.088.384 $ | -7.048.639 $ | -20,1 % | 35.137.023 $ | +614.440 $ | +1,8 % | |||
| Opus Capital Group, LLC | 35.043 $ | -34.954.957 $ | -99,9 % | 34.990.000 $ | +567.000 $ | +1,6 % | 34.423.000 $ | +605.000 $ | +1,8 % | |||
| Diana Davis Spencer Foundation | 34.966.850 $ | -829.800 $ | -2,3 % | |||||||||
| Concord Wealth Partners | 34.874.810 $ | +1.720.256 $ | +5,2 % | 33.154.554 $ | +31.505.126 $ | +1.910,1 % | 1.649.428 $ | -76.701 $ | -4,4 % | |||
| SoundView Advisors Inc. | 34.841.000 $ | +1.046.000 $ | +3,1 % | 33.795.000 $ | +29.381.000 $ | +665,6 % | 4.414.000 $ | -7.490.000 $ | -62,9 % | |||
| BALANCED WEALTH GROUP LLC | 34.831.247 $ | +28.670.383 $ | +465,4 % | 6.160.864 $ | -9.751 $ | -0,2 % | 6.170.615 $ | +453.228 $ | +7,9 % | |||
| Wheelhouse Advisory Group LLC | 34.717.300 $ | +3.032.765 $ | +9,6 % | 31.684.535 $ | +6.147.119 $ | +24,1 % | 25.537.416 $ | -1.772.163 $ | -6,5 % | 27.309.579 $ | +2.082.499 $ | +8,3 % |
| TIAA Wealth Investment Management LLC | 34.696.915 $ | +13.893.280 $ | +66,8 % | 20.803.635 $ | ||||||||
| RFG Advisory, LLC | 31.933.452 $ | -2.673.553 $ | -7,7 % | 34.607.005 $ | +1.257.525 $ | +3,8 % | 33.349.480 $ | -4.348.266 $ | -11,5 % | |||
| Fluent Financial, LLC | 4.109.344 $ | -12.441.671 $ | -75,2 % | 16.551.015 $ | -17.686.176 $ | -51,7 % | 34.237.191 $ | -206.082 $ | -0,6 % | 34.443.273 $ | +3.986.820 $ | +13,1 % |
| Matrix Trust Co | 32.752.000 $ | -906.000 $ | -2,7 % | 33.658.000 $ | +143.000 $ | +0,4 % | 33.515.000 $ | -844.000 $ | -2,5 % | 34.359.000 $ | +235.000 $ | +0,7 % |
| CARY STREET PARTNERS FINANCIAL LLC | 34.351.892 $ | +3.459.326 $ | +11,2 % | 30.892.566 $ | -1.493.773 $ | -4,6 % | 32.386.339 $ | +1.523.029 $ | +4,9 % | |||
| CBIZ Investment Advisory Services, LLC | 34.262.464 $ | +0 $ | +0,0 % | 34.262.464 $ | +2.102.746 $ | +6,5 % | 32.159.718 $ | +1.400.246 $ | +4,6 % | |||
| Beacon Financial Strategies CORP | 34.226.300 $ | +2.109.792 $ | +6,6 % | 32.116.508 $ | +406.718 $ | +1,3 % | 31.709.790 $ | +691.604 $ | +2,2 % | 31.018.186 $ | +291.913 $ | +1,0 % |
| San Luis Wealth Advisors LLC | 34.134.673 $ | +0 $ | +0,0 % | 34.134.673 $ | +3.396.757 $ | +11,1 % | 30.737.916 $ | +3.929.482 $ | +14,7 % | 26.808.434 $ | +1.452.652 $ | +5,7 % |
| MOODY NATIONAL BANK TRUST DIVISION | 31.625.751 $ | -2.480.044 $ | -7,3 % | 34.105.795 $ | +11.262.381 $ | +49,3 % | 22.843.414 $ | +2.030.604 $ | +9,8 % | 20.812.810 $ | +2.117.455 $ | +11,3 % |
| Great Lakes Retirement, Inc. | 34.093.052 $ | +1.005.725 $ | +3,0 % | 33.087.327 $ | +955.923 $ | +3,0 % | 32.131.404 $ | +674.016 $ | +2,1 % | |||
| N.E.W. Advisory Services LLC | 34.057.454 $ | +1.216.394 $ | +3,7 % | 32.841.060 $ | +112.701 $ | +0,3 % | 32.728.359 $ | +1.148.298 $ | +3,6 % | |||
| GREAT VALLEY ADVISOR GROUP, INC. | 33.918.410 $ | +3.989.927 $ | +13,3 % | 29.928.483 $ | -623.346 $ | -2,0 % | 30.551.829 $ | +626.944 $ | +2,1 % | |||
| Amicus Financial Advisors, LLC | 33.755.148 $ | +1.170.844 $ | +3,6 % | 32.584.304 $ | +1.044.239 $ | +3,3 % | 31.540.065 $ | |||||
| Qube Research & Technologies Ltd | 24.747.507 $ | +24.442.829 $ | +8.022,5 % | 304.678 $ | -33.445.375 $ | -99,1 % | 33.750.053 $ | +7.414.346 $ | +28,2 % | |||
| 25 LLC | 33.621.377 $ | +779.087 $ | +2,4 % | 32.842.290 $ | +1.831.730 $ | +5,9 % | 31.010.560 $ | +1.218.705 $ | +4,1 % | 29.791.855 $ | +2.591.570 $ | +9,5 % |
| LJI Wealth Management, LLC | 33.469.752 $ | +2.240.795 $ | +7,2 % | 31.228.957 $ | +1.403.866 $ | +4,7 % | 29.825.091 $ | -235.317 $ | -0,8 % | |||
| Montis Financial, LLC | 8.626.477 $ | -24.688.258 $ | -74,1 % | 33.314.735 $ | +2.345.071 $ | +7,6 % | 30.969.664 $ | +1.223.541 $ | +4,1 % | |||
| REGIONS FINANCIAL CORP | 33.223.445 $ | +3.083.231 $ | +10,2 % | 30.140.214 $ | -437.306 $ | -1,4 % | 30.577.520 $ | -44.835.432 $ | -59,5 % | |||
| Alta Advisers Ltd | 33.145.656 $ | +8.815.224 $ | +36,2 % | 24.330.432 $ | +1.966.149 $ | +8,8 % | 22.364.283 $ | -15.539.896 $ | -41,0 % | |||
| Sowell Financial Services LLC | 33.144.469 $ | +9.279.877 $ | +38,9 % | 23.864.592 $ | +7.262.822 $ | +43,7 % | 16.601.770 $ | -1.431.855 $ | -7,9 % | 18.033.625 $ | +719.366 $ | +4,2 % |
| Topsail Wealth Management, LLC | 33.107.401 $ | +5.819.106 $ | +21,3 % | 27.288.295 $ | +1.162.931 $ | +4,5 % | 26.125.364 $ | +352.937 $ | +1,4 % | |||
| Luminvest Wealth Management LLC | 24.316.331 $ | -8.708.143 $ | -26,4 % | 33.024.474 $ | +2.638.299 $ | +8,7 % | 30.386.175 $ | +2.023.388 $ | +7,1 % | 28.362.787 $ | +8.763.042 $ | +44,7 % |
| SYON CAPITAL LLC | 33.003.369 $ | +10.125.507 $ | +44,3 % | 22.877.862 $ | ||||||||
| Sovereign Investment Advisors, LLC | 32.912.968 $ | +21.954.192 $ | +200,3 % | 10.958.776 $ | +696.908 $ | +6,8 % | 10.261.868 $ | +1.054.518 $ | +11,5 % | |||
| IMC-Chicago, LLC | 11.263.773 $ | +2.144.010 $ | +23,5 % | 9.119.763 $ | -23.763.367 $ | -72,3 % | 32.883.130 $ | +25.369.282 $ | +337,6 % | |||
| Cynosure Group, LLC | 30.562.446 $ | -2.312.003 $ | -7,0 % | 32.874.449 $ | +28.524.349 $ | +655,7 % | 4.350.100 $ | -59.688.670 $ | -93,2 % | |||
| Momentous Wealth Management, Inc. | 32.858.315 $ | +1.737.207 $ | +5,6 % | 31.121.108 $ | +1.710.902 $ | +5,8 % | 29.410.206 $ | +725.047 $ | +2,5 % | 28.685.159 $ | +2.485.621 $ | +9,5 % |
| CONNING INC. | 32.852.812 $ | +2.509.315 $ | +8,3 % | 30.343.497 $ | +207.130 $ | +0,7 % | 30.136.367 $ | +2.258.665 $ | +8,1 % | |||
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 21.729.461 $ | +473.109 $ | +2,2 % | 21.256.352 $ | -11.595.357 $ | -35,3 % | 32.851.709 $ | -621.478 $ | -1,9 % | |||
| Hardy Reed LLC | 32.850.063 $ | +2.933.745 $ | +9,8 % | 29.916.318 $ | +830.311 $ | +2,9 % | 29.086.007 $ | +3.821.799 $ | +15,1 % | |||
| ZACKS INVESTMENT MANAGEMENT | 32.679.823 $ | +6.487.430 $ | +24,8 % | 26.192.393 $ | -2.529.004 $ | -8,8 % | 28.721.397 $ | -1.198.188 $ | -4,0 % | |||
| Concord Asset Management, LLC/VA | 32.519.961 $ | +1.034.733 $ | +3,3 % | 31.485.228 $ | ||||||||
| Trustees of Dartmouth College | 32.497.314 $ | |||||||||||
| Five Oceans Advisors | 26.546.365 $ | -3.857.154 $ | -12,7 % | 30.403.519 $ | -535.215 $ | -1,7 % | 30.938.734 $ | -1.518.717 $ | -4,7 % | 32.457.451 $ | +319.283 $ | +1,0 % |
| MA Private Wealth | 25.023.994 $ | +1.723.535 $ | +7,4 % | 23.300.459 $ | -9.152.116 $ | -28,2 % | 32.452.575 $ | +294.850 $ | +0,9 % | |||
| Pioneer Wealth Management Group | 31.647.195 $ | -698.394 $ | -2,2 % | 32.345.589 $ | +2.684.120 $ | +9,0 % | 29.661.469 $ | +1.637.246 $ | +5,8 % | 28.024.223 $ | +1.344.547 $ | +5,0 % |
| Independent Advisor Alliance | 12.587.080 $ | -19.750.262 $ | -61,1 % | 32.337.342 $ | +21.952.148 $ | +211,4 % | 10.385.194 $ | -892.750 $ | -7,9 % | |||
| ALBION FINANCIAL GROUP /UT | 32.330.741 $ | +266.869 $ | +0,8 % | 32.063.872 $ | +1.130.457 $ | +3,7 % | 30.933.415 $ | +1.979.915 $ | +6,8 % | 28.953.500 $ | +200.273 $ | +0,7 % |
| SHAH CAPITAL MANAGEMENT | 32.321.724 $ | +10.070.467 $ | +45,3 % | 22.251.257 $ | +2.172.622 $ | +10,8 % | 20.078.635 $ | -839.699 $ | -4,0 % | 20.918.334 $ | -63.339 $ | -0,3 % |
| Mitsubishi UFJ Trust & Banking Corp | 31.839.260 $ | -38.523 $ | -0,1 % | 31.877.783 $ | -385.230 $ | -1,2 % | 32.263.013 $ | -138.682 $ | -0,4 % | |||
| SACHEM HILL LLC | 27.065.297 $ | -5.162.678 $ | -16,0 % | 32.227.975 $ | +858.286 $ | +2,7 % | 31.369.689 $ | +1.223.884 $ | +4,1 % | 30.145.805 $ | +725.040 $ | +2,5 % |
| SpringVest Wealth Management LLC | 32.029.795 $ | -89.341 $ | -0,3 % | 32.119.136 $ | -11.747 $ | -0,0 % | 32.130.883 $ | -2.237.038 $ | -6,5 % | |||
| CoreCap Advisors, LLC | 32.115.399 $ | +6.220.363 $ | +24,0 % | 25.895.036 $ | +2.839.427 $ | +12,3 % | 23.055.609 $ | -718.751 $ | -3,0 % | 23.774.360 $ | +782.699 $ | +3,4 % |
| BluePrint Investing LLC | 31.535.665 $ | +98.635 $ | +0,3 % | 31.437.030 $ | -627.245 $ | -2,0 % | 32.064.275 $ | +1.189.498 $ | +3,9 % | 30.874.777 $ | ||
| DAGCO, INC. | 31.904.711 $ | +7.053.960 $ | +28,4 % | 24.850.751 $ | +2.882.192 $ | +13,1 % | 21.968.559 $ | +11.871.780 $ | +117,6 % | 10.096.779 $ | +9.825.738 $ | +3.625,2 % |
| LOWE BROCKENBROUGH & CO INC | 31.801.962 $ | +733.569 $ | +2,4 % | 31.068.393 $ | +1.857.379 $ | +6,4 % | 29.211.014 $ | +3.791.407 $ | +14,9 % | |||
| Adaptive Financial Consulting, LLC | 31.467.446 $ | -148.193 $ | -0,5 % | 31.615.639 $ | +537.720 $ | +1,7 % | 31.077.919 $ | -259.159 $ | -0,8 % | |||
| Privatperson | 31.552.621 $ | +7.086.004 $ | +29,0 % | 24.466.617 $ | +2.666.341 $ | +12,2 % | 21.800.276 $ | +3.435.311 $ | +18,7 % | |||
| Conservest Capital Advisors, Inc. | 31.470.467 $ | +1.913.842 $ | +6,5 % | 29.556.625 $ | +7.322.532 $ | +32,9 % | 22.234.093 $ | +5.904.128 $ | +36,2 % | |||
| MASTER'S WEALTH MANAGEMENT INC. | 31.448.404 $ | +2.044.086 $ | +7,0 % | 29.404.318 $ | +1.588.713 $ | +5,7 % | 27.815.605 $ | +1.351.366 $ | +5,1 % | 26.464.239 $ | ||
| NBT BANK, N.A. | 31.219.201 $ | +14.757.916 $ | +89,7 % | 16.461.285 $ | -11.922.058 $ | -42,0 % | 28.383.343 $ | +16.641.400 $ | +141,7 % | 11.741.943 $ | +142.220 $ | +1,2 % |
| WIN ADVISORS, INC | 22.700.292 $ | -8.382.499 $ | -27,0 % | 31.082.791 $ | +18.484.694 $ | +146,7 % | ||||||
| Morling Financial Advisors, LLC | 31.004.196 $ | +924.962 $ | +3,1 % | 30.079.234 $ | +2.139.633 $ | +7,7 % | 27.939.601 $ | +2.210.836 $ | +8,6 % | |||
| BOKF, NA | 30.902.983 $ | +3.157.779 $ | +11,4 % | 27.745.204 $ | +3.555.367 $ | +14,7 % | 24.189.837 $ | +2.857.065 $ | +13,4 % | |||
| Keystone Financial Group | 30.902.447 $ | +6.472.943 $ | +26,5 % | 24.429.504 $ | -408.787 $ | -1,6 % | 24.838.291 $ | +3.573.724 $ | +16,8 % | |||
| Jump Financial, LLC | 30.728.554 $ | +7.320.440 $ | +31,3 % | 23.408.114 $ | +2.797.181 $ | +13,6 % | 20.610.933 $ | +15.595.506 $ | +311,0 % | |||
| ZEVIN ASSET MANAGEMENT LLC | 30.702.000 $ | +48.387 $ | +0,2 % | 30.653.613 $ | +4.454.082 $ | +17,0 % | 26.199.531 $ | |||||
| SCHRODER INVESTMENT MANAGEMENT GROUP | 30.622.340 $ | +4.364.171 $ | +16,6 % | 26.258.169 $ | +9.430.583 $ | +56,0 % | 16.827.586 $ | +638.809 $ | +3,9 % | |||
| Integrated Advisors Network LLC | 27.186.233 $ | -560.411 $ | -2,0 % | 27.746.644 $ | +845.278 $ | +3,1 % | 26.901.366 $ | -3.697.704 $ | -12,1 % | 30.599.070 $ | +1.346.893 $ | +4,6 % |
| Cornerstone Advisory, LLC | 30.596.657 $ | +5.094.465 $ | +20,0 % | 25.502.192 $ | -2.044.155 $ | -7,4 % | 27.546.347 $ | +241.923 $ | +0,9 % | |||
| FLC Capital Advisors | 30.501.899 $ | +2.512.152 $ | +9,0 % | 27.989.747 $ | +1.237.717 $ | +4,6 % | 26.752.030 $ | +1.610.267 $ | +6,4 % | |||
| Venture Visionary Partners LLC | 30.474.668 $ | +12.455.462 $ | +69,1 % | 18.019.206 $ | +16.223.802 $ | +903,6 % | 1.795.404 $ | -73.697 $ | -3,9 % | 1.869.101 $ | -5.090 $ | -0,3 % |
| Safe Harbor Family Capital, LLC | 30.431.553 $ | +5.002.031 $ | +19,7 % | 25.429.522 $ | +2.785.004 $ | +12,3 % | 22.644.518 $ | |||||
| Steffes Financial, Ltd. | 30.370.361 $ | +7.630.422 $ | +33,6 % | 22.739.939 $ | +1.687.770 $ | +8,0 % | 21.052.169 $ | |||||
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 30.337.702 $ | +2.136.811 $ | +7,6 % | 28.200.891 $ | -274.206 $ | -1,0 % | 28.475.097 $ | +11.026.037 $ | +63,2 % | |||
| Wescott Financial Advisory Group, LLC | 30.329.887 $ | +704.555 $ | +2,4 % | 29.625.332 $ | +238.420 $ | +0,8 % | 29.386.912 $ | -516.822 $ | -1,7 % | |||
| SouthState Bank Corp | 30.325.610 $ | +9.907.284 $ | +48,5 % | 20.418.326 $ | +8.178.238 $ | +66,8 % | 12.240.088 $ | +138.602 $ | +1,1 % | |||
| SCOPUS ASSET MANAGEMENT, L.P. | 29.839.955 $ | -174.323 $ | -0,6 % | 30.014.278 $ | -97.415 $ | -0,3 % | 30.111.693 $ | -61.526 $ | -0,2 % | |||
| MMA ASSET MANAGEMENT LLC | 30.056.564 $ | +1.767.551 $ | +6,2 % | 28.289.013 $ | +17.473.275 $ | +161,6 % | 10.815.738 $ | +1.093.469 $ | +11,2 % | |||
| WNY Asset Management, LLC | 18.425.177 $ | -11.628.459 $ | -38,7 % | 30.053.636 $ | -16.800.054 $ | -35,9 % | ||||||
| Providence First Trust Co | 30.015.458 $ | +7.472.481 $ | +33,1 % | 22.542.977 $ | -756.010 $ | -3,2 % | 23.298.987 $ | -803.767 $ | -3,3 % | |||
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 29.967.518 $ | +5.343.193 $ | +21,7 % | 24.624.325 $ | +5.024.598 $ | +25,6 % | 19.599.727 $ | +1.943.151 $ | +11,0 % | |||
| AdvisorNet Financial, Inc | 28.931.840 $ | -971.439 $ | -3,2 % | 29.903.279 $ | +6.479.282 $ | +27,7 % | 23.423.997 $ | +2.368.422 $ | +11,2 % | 21.055.575 $ | +1.224.853 $ | +6,2 % |
| CITIZENS FINANCIAL GROUP INC/RI | 29.866.519 $ | +6.079.380 $ | +25,6 % | 23.787.139 $ | -2.441.435 $ | -9,3 % | 26.228.574 $ | +1.486.357 $ | +6,0 % | |||
| Keystone Financial Group, Inc. | 29.826.331 $ | +2.493.222 $ | +9,1 % | 27.333.109 $ | +2.479.905 $ | +10,0 % | 24.853.204 $ | +8.097.689 $ | +48,3 % | 16.755.515 $ | +2.409.391 $ | +16,8 % |
| 71 West Capital Partners | 29.764.388 $ | +3.754.348 $ | +14,4 % | 26.010.040 $ | +50.843 $ | +0,2 % | 25.959.197 $ | |||||
| Kensington Asset Management, LLC | 29.741.014 $ | +9.901.457 $ | +49,9 % | 19.839.557 $ | +6.336.096 $ | +46,9 % | 13.503.461 $ | |||||
| Hobart Private Capital, LLC | 25.281.528 $ | -73.367 $ | -0,3 % | 25.354.895 $ | +587.388 $ | +2,4 % | 24.767.507 $ | -4.956.502 $ | -16,7 % | 29.724.009 $ | +1.131.973 $ | +4,0 % |
| Piedmont Capital Management, LLC | 29.675.047 $ | |||||||||||
| MASECO LLP | 27.510.348 $ | +631.813 $ | +2,4 % | 26.878.535 $ | -2.781.452 $ | -9,4 % | 29.659.987 $ | -2.850.609 $ | -8,8 % | |||
| C V STARR & CO INC | 29.656.481 $ | +3.657.026 $ | +14,1 % | 25.999.455 $ | +573.116 $ | +2,3 % | 25.426.339 $ | +322.947 $ | +1,3 % | |||
| MainStreet Investment Advisors LLC | 29.211.919 $ | -83.839 $ | -0,3 % | 29.295.758 $ | -355.727 $ | -1,2 % | 29.651.485 $ | -1.758.996 $ | -5,6 % | |||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 29.616.408 $ | +7.077.986 $ | +31,4 % | 22.538.422 $ | +2.114.534 $ | +10,4 % | 20.423.888 $ | +823.621 $ | +4,2 % | |||
| Wealth Management Nebraska | 27.619.070 $ | -568.964 $ | -2,0 % | 28.188.034 $ | -1.383.137 $ | -4,7 % | 29.571.171 $ | +56.745 $ | +0,2 % | |||
| KING LUTHER CAPITAL MANAGEMENT CORP | 29.562.014 $ | +5.868.459 $ | +24,8 % | 23.693.555 $ | +158.755 $ | +0,7 % | 23.534.800 $ | +1.059.848 $ | +4,7 % | |||
| Virtue Capital Management, LLC | 28.187.033 $ | +3.051.042 $ | +12,1 % | 25.135.991 $ | -4.418.141 $ | -14,9 % | 29.554.132 $ | +13.517.240 $ | +84,3 % | |||
| BCR Wealth Strategies, LLC | 29.493.000 $ | +2.946.000 $ | +11,1 % | 26.547.000 $ | +2.796.000 $ | +11,8 % | 23.751.000 $ | +1.198.000 $ | +5,3 % | |||
| Howard Capital Management Group, LLC | 27.975.410 $ | -190.514 $ | -0,7 % | 28.165.924 $ | -783.852 $ | -2,7 % | 28.949.776 $ | -539.866 $ | -1,8 % | 29.489.642 $ | -92.786 $ | -0,3 % |
| BCS Wealth Management | 16.842.945 $ | +1.457.031 $ | +9,5 % | 15.385.914 $ | -14.086.133 $ | -47,8 % | 29.472.047 $ | +16.241.126 $ | +122,8 % | |||
| Kovack Advisors, Inc. | 9.429.789 $ | -20.009.606 $ | -68,0 % | 29.439.395 $ | +21.830.868 $ | +286,9 % | 7.608.527 $ | +1.939.414 $ | +34,2 % | |||
| CIBC WORLD MARKET INC. | 29.406.929 $ | +5.327.612 $ | +22,1 % | 24.079.317 $ | +610.998 $ | +2,6 % | 23.468.319 $ | +680.303 $ | +3,0 % | |||
| FIRST MANHATTAN CO. LLC. | 29.354.459 $ | +2.547.696 $ | +9,5 % | 26.806.763 $ | +4.340.925 $ | +19,3 % | 22.465.838 $ | +806.674 $ | +3,7 % | |||
| Baker Avenue Asset Management, LP | 29.320.841 $ | +662.293 $ | +2,3 % | 28.658.548 $ | -188.726 $ | -0,7 % | 28.847.274 $ | +20.006.071 $ | +226,3 % | |||
| Powers Advisory Group, LLC | 29.291.300 $ | +767.420 $ | +2,7 % | 28.523.880 $ | +2.455.458 $ | +9,4 % | 26.068.422 $ | +2.367.789 $ | +10,0 % | 23.700.633 $ | +1.683.045 $ | +7,6 % |
| JBGlobal.com LLC | 24.448.224 $ | -4.315.682 $ | -15,0 % | 28.763.906 $ | -409.196 $ | -1,4 % | 29.173.102 $ | +5.563.185 $ | +23,6 % | 23.609.917 $ | -4.067.057 $ | -14,7 % |
| Ameritas Investment Partners, Inc. | 29.169.823 $ | +753.131 $ | +2,7 % | 28.416.692 $ | -560.844 $ | -1,9 % | 28.977.536 $ | +1.861.889 $ | +6,9 % | |||
| TFO Wealth Partners, LLC | 29.110.871 $ | +18.240.543 $ | +167,8 % | 10.870.328 $ | +6.294.467 $ | +137,6 % | 4.575.861 $ | +3.964.242 $ | +648,2 % | |||
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 28.977.755 $ | +9.658.146 $ | +50,0 % | 19.319.609 $ | +1.855.284 $ | +10,6 % | 17.464.325 $ | +2.346.541 $ | +15,5 % | |||
| Arlington Partners LLC | 28.966.322 $ | +15.838.090 $ | +120,6 % | 13.128.232 $ | -76.694 $ | -0,6 % | 13.204.926 $ | |||||
| Bath Savings Trust Co | 28.595.902 $ | -1.714 $ | -0,0 % | 28.597.616 $ | +120.653 $ | +0,4 % | 28.476.963 $ | -241.126 $ | -0,8 % | 28.718.089 $ | -293.598 $ | -1,0 % |
| TITLEIST ASSET MANAGEMENT, LLC | 21.625.249 $ | -7.063.503 $ | -24,6 % | 28.688.752 $ | +3.632.934 $ | +14,5 % | 25.055.818 $ | +4.578.425 $ | +22,4 % | 20.477.393 $ | +2.529.337 $ | +14,1 % |
| Mallini Complete Financial Planning LLC | 28.306.971 $ | -294.151 $ | -1,0 % | 28.601.122 $ | ||||||||
| Towneley Capital Management, Inc / DE | 26.747.601 $ | -314.027 $ | -1,2 % | 27.061.628 $ | -1.265.668 $ | -4,5 % | 28.327.296 $ | +946.476 $ | +3,5 % | 27.380.820 $ | +341.829 $ | +1,3 % |
| Rathbones Group PLC | 15.982.272 $ | -12.241.910 $ | -43,4 % | 28.224.182 $ | +225.550 $ | +0,8 % | 27.998.632 $ | +15.702.143 $ | +127,7 % | |||
| North Dakota State Investment Board | 7.529.395 $ | -20.350.061 $ | -73,0 % | 27.879.456 $ | -293.926 $ | -1,0 % | 28.173.382 $ | |||||
| Seaside Wealth Management, Inc. | 28.133.953 $ | +2.276.594 $ | +8,8 % | 25.857.359 $ | +251.314 $ | +1,0 % | 25.606.045 $ | +2.025.867 $ | +8,6 % | |||
| RATIONAL ADVISORS, INC. | 28.055.794 $ | +4.679.065 $ | +20,0 % | 23.376.729 $ | ||||||||
| Praetorian Wealth Management, Inc. | 28.028.688 $ | +1.380.414 $ | +5,2 % | 26.648.274 $ | +3.098.268 $ | +13,2 % | 23.550.006 $ | -42.352 $ | -0,2 % | 23.592.358 $ | +172.407 $ | +0,7 % |
| Stratos Wealth Partners, LTD. | 27.966.255 $ | +3.331.864 $ | +13,5 % | 24.634.391 $ | +2.967.670 $ | +13,7 % | 21.666.721 $ | -413.269 $ | -1,9 % | |||
| Kings Path Partners LLC | 27.919.741 $ | +3.050.126 $ | +12,3 % | 24.869.615 $ | +4.134.052 $ | +19,9 % | 20.735.563 $ | -4.070 $ | -0,0 % | 20.739.633 $ | +1.991.053 $ | +10,6 % |
| NewSquare Capital LLC | 17.505.060 $ | +1.091.660 $ | +6,7 % | 16.413.400 $ | -11.466.599 $ | -41,1 % | 27.879.999 $ | -1.023.453 $ | -3,5 % | |||
| Grey Fox Wealth Advisors, LLC | 27.773.402 $ | +3.547.864 $ | +14,6 % | 24.225.538 $ | +5.223.361 $ | +27,5 % | 19.002.177 $ | -1.432.469 $ | -7,0 % | |||
| Curbstone Financial Management Corp | 26.062.462 $ | -1.662.243 $ | -6,0 % | 27.724.705 $ | ||||||||
| Cornerstone Wealth Group, LLC | 27.680.542 $ | +628.787 $ | +2,3 % | 27.051.755 $ | +2.171.310 $ | +8,7 % | 24.880.445 $ | +1.038.748 $ | +4,4 % | |||
| Ashurst Perkins Coie Trust Co | 27.619.475 $ | +1.103.214 $ | +4,2 % | 26.516.261 $ | +4.153.917 $ | +18,6 % | 22.362.344 $ | -1.994.253 $ | -8,2 % | 24.356.597 $ | -549.691 $ | -2,2 % |
| Beaird Harris Wealth Management, LLC | 27.600.102 $ | +8.304.711 $ | +43,0 % | 19.295.391 $ | +14.278.130 $ | +284,6 % | 5.017.261 $ | +55.332 $ | +1,1 % | |||
| FSM Wealth Advisors, LLC | 27.507.389 $ | +3.328.245 $ | +13,8 % | 24.179.144 $ | +1.714.567 $ | +7,6 % | 22.464.577 $ | +1.092.613 $ | +5,1 % | |||
| FIL Ltd | 19.955.291 $ | -5.073.613 $ | -20,3 % | 25.028.904 $ | -2.401.042 $ | -8,8 % | 27.429.946 $ | |||||
| Simplicity Wealth,LLC | 27.355.818 $ | +11.121.827 $ | +68,5 % | 16.233.991 $ | -1.550.984 $ | -8,7 % | 17.784.975 $ | -348.421 $ | -1,9 % | |||
| Crews Bank & Trust | 27.306.214 $ | +2.081.137 $ | +8,3 % | 25.225.077 $ | +635.407 $ | +2,6 % | 24.589.670 $ | +2.455.261 $ | +11,1 % | |||
| Cerro Pacific Wealth Advisors LLC | 27.097.331 $ | +1.971.738 $ | +7,8 % | 25.125.593 $ | +5.501.449 $ | +28,0 % | 19.624.144 $ | +2.792.282 $ | +16,6 % | 16.831.862 $ | +1.425.342 $ | +9,3 % |
| McCarthy Asset Management, Inc. | 26.512.934 $ | -486.099 $ | -1,8 % | 26.999.033 $ | +251.354 $ | +0,9 % | 26.747.679 $ | |||||
| FIDUCIARY FINANCIAL ADVISORS | 26.991.338 $ | +20.061.993 $ | +289,5 % | 6.929.345 $ | ||||||||
| Salomon & Ludwin, LLC | 26.929.597 $ | +607.872 $ | +2,3 % | 26.321.725 $ | +1.498.090 $ | +6,0 % | 24.823.635 $ | +1.113.907 $ | +4,7 % | |||
| FLOW TRADERS U.S. LLC | 26.747.000 $ | +13.966.000 $ | +109,3 % | 12.781.000 $ | -3.409.000 $ | -21,1 % | 16.190.000 $ | -38.556.000 $ | -70,4 % | |||
| Equita Financial Network, Inc. | 26.734.030 $ | +1.244.692 $ | +4,9 % | 25.489.338 $ | +1.007.805 $ | +4,1 % | 24.481.533 $ | -1.017.820 $ | -4,0 % | 25.499.353 $ | +2.758.549 $ | +12,1 % |
| Ullmann Wealth Partners Group, LLC | 26.699.533 $ | +2.322.903 $ | +9,5 % | 24.376.630 $ | +2.450.456 $ | +11,2 % | 21.926.174 $ | +4.115.024 $ | +23,1 % | |||
| Francis Financial, Inc. | 26.659.291 $ | +3.887.244 $ | +17,1 % | 22.772.047 $ | +2.001.468 $ | +9,6 % | 20.770.579 $ | +678.774 $ | +3,4 % | |||
| FEDERATED HERMES, INC. | 15.847.385 $ | -10.694.389 $ | -40,3 % | 26.541.774 $ | +11.533.809 $ | +76,9 % | 15.007.965 $ | +3.049.740 $ | +25,5 % | |||
| Members Advisory Group LLC | 12.329.602 $ | -14.202.049 $ | -53,5 % | 26.531.651 $ | +7.776.334 $ | +41,5 % | 18.755.317 $ | +18.530.914 $ | +8.257,9 % | |||
| HSBC HOLDINGS PLC | 16.994.106 $ | -6.241.810 $ | -26,9 % | 23.235.916 $ | -3.240.664 $ | -12,2 % | 26.476.580 $ | +22.905.676 $ | +641,5 % | |||
| FIRST HAWAIIAN BANK | 26.321.877 $ | +21.871.249 $ | +491,4 % | 4.450.628 $ | +363.915 $ | +8,9 % | 4.086.713 $ | -3.768 $ | -0,1 % | 4.090.481 $ | +23.297 $ | +0,6 % |
| RESOLUTE CAPITAL, LLC | 25.831.490 $ | -414.111 $ | -1,6 % | 26.245.601 $ | +72.680 $ | +0,3 % | 26.172.921 $ | |||||
| Dynamic Wealth Strategies, LLC | 26.146.859 $ | +6.033.675 $ | +30,0 % | 20.113.184 $ | +9.250.226 $ | +85,2 % | 10.862.958 $ | +1.234.506 $ | +12,8 % | 9.628.452 $ | +837.781 $ | +9,5 % |
| Family CFO Inc | 26.138.580 $ | +1.745.709 $ | +7,2 % | 24.392.871 $ | -581.669 $ | -2,3 % | 24.974.540 $ | +1.173.434 $ | +4,9 % | |||
| BCGM Wealth Management, LLC | 26.079.397 $ | +25.518.077 $ | +4.546,1 % | 561.320 $ | -9.170.937 $ | -94,2 % | 9.732.257 $ | +227.115 $ | +2,4 % | |||
| West Wealth Group, LLC | 636.937 $ | -5.976 $ | -0,9 % | 642.913 $ | -10.616 $ | -1,6 % | 653.529 $ | -25.399.463 $ | -97,5 % | 26.052.992 $ | +2.437.146 $ | +10,3 % |
| Prime Buchholz LLC | 26.043.729 $ | |||||||||||
| Summit Trail Advisors, LLC | 12.767.004 $ | +2.972.389 $ | +30,3 % | 9.794.615 $ | -16.234.205 $ | -62,4 % | 26.028.820 $ | -124.513.670 $ | -82,7 % | |||
| Curtis Advisory Group, LLC | 26.021.937 $ | +3.108.652 $ | +13,6 % | 22.913.285 $ | -1.589.243 $ | -6,5 % | 24.502.528 $ | +1.446.455 $ | +6,3 % | |||
| STUDIO INVESTMENT MANAGEMENT LLC | 25.951.141 $ | +77.097 $ | +0,3 % | 25.874.044 $ | +1.829.897 $ | +7,6 % | 24.044.147 $ | +204.940 $ | +0,9 % | 23.839.207 $ | +848.009 $ | +3,7 % |
| 1900 WEALTH MANAGEMENT LLC | 25.924.051 $ | +1.343.683 $ | +5,5 % | 24.580.368 $ | +3.047.143 $ | +14,2 % | 21.533.225 $ | -434.960 $ | -2,0 % | 21.968.185 $ | +346.725 $ | +1,6 % |
| D'Orazio & Associates, Inc. | 25.861.352 $ | +5.180.067 $ | +25,0 % | 20.681.285 $ | +3.339.562 $ | +19,3 % | 17.341.723 $ | +5.861.380 $ | +51,1 % | |||
| STATE OF WISCONSIN INVESTMENT BOARD | 25.683.480 $ | -149.040 $ | -0,6 % | 25.832.520 $ | -64.800 $ | -0,3 % | ||||||
| Ninety One UK Ltd | 235.322 $ | -7.838.758 $ | -97,1 % | 8.074.080 $ | -17.723.152 $ | -68,7 % | 25.797.232 $ | +25.536.769 $ | +9.804,4 % | 260.463 $ | -178.593 $ | -40,7 % |
| ORSER CAPITAL MANAGEMENT, LLC | 381.255 $ | -16.400.430 $ | -97,7 % | 16.781.685 $ | -463.660 $ | -2,7 % | 17.245.345 $ | -8.545.566 $ | -33,1 % | 25.790.911 $ | +2.629.481 $ | +11,4 % |
| Geneos Wealth Management Inc. | 25.769.294 $ | +6.586.259 $ | +34,3 % | 19.183.035 $ | +1.182.591 $ | +6,6 % | 18.000.444 $ | +4.043.356 $ | +29,0 % | |||
| Compton Wealth Advisory Group, LLC | 21.822.440 $ | -3.919.808 $ | -15,2 % | 25.742.248 $ | +1.821.988 $ | +7,6 % | 23.920.260 $ | +1.000.244 $ | +4,4 % | 22.920.016 $ | +4.042.087 $ | +21,4 % |
| Insight Wealth Partners, LLC | 24.659.832 $ | -244.698 $ | -1,0 % | 24.904.530 $ | -792.392 $ | -3,1 % | 25.696.922 $ | -382.117 $ | -1,5 % | |||
| DOW CHEMICAL CO /DE/ | 19.882.630 $ | -5.216.715 $ | -20,8 % | 25.099.345 $ | -594.539 $ | -2,3 % | 25.693.884 $ | +1.172.635 $ | +4,8 % | |||
| Intelligence Driven Advisers, LLC | 22.824.949 $ | -2.811.545 $ | -11,0 % | 25.636.494 $ | +1.100.520 $ | +4,5 % | 24.535.974 $ | -825.111 $ | -3,3 % | 25.361.085 $ | -2.481.179 $ | -8,9 % |
| West Financial Advisors, LLC | 25.606.404 $ | +1.991.672 $ | +8,4 % | 23.614.732 $ | +1.383.860 $ | +6,2 % | 22.230.872 $ | -86.984 $ | -0,4 % | 22.317.856 $ | ||
| WHITTIER TRUST CO | 25.588.844 $ | +382.442 $ | +1,5 % | 25.206.402 $ | +100.041 $ | +0,4 % | 25.106.361 $ | -818.480 $ | -3,2 % | |||
| FLAGSHIP WEALTH ADVISORS, LLC | 25.529.951 $ | +12.193.806 $ | +91,4 % | 13.336.145 $ | -8.455.106 $ | -38,8 % | 21.791.251 $ | +2.802.794 $ | +14,8 % | |||
| TCV Trust & Wealth Management, Inc. | 23.683.800 $ | -1.827.382 $ | -7,2 % | 25.511.182 $ | +3.843.819 $ | +17,7 % | 21.667.363 $ | -350.289 $ | -1,6 % | 22.017.652 $ | +1.122.351 $ | +5,4 % |
| GeoWealth Management, LLC | 25.401.340 $ | +6.629.171 $ | +35,3 % | 18.772.169 $ | +5.641.004 $ | +43,0 % | 13.131.165 $ | +3.425.933 $ | +35,3 % | |||
| Baskin Financial Services Inc. | 24.108.000 $ | -653.000 $ | -2,6 % | 24.761.000 $ | -324.000 $ | -1,3 % | 25.085.000 $ | -204.000 $ | -0,8 % | 25.289.000 $ | +217.000 $ | +0,9 % |
| Strategic Point Investment Advisors, LLC | 25.065.983 $ | +404.398 $ | +1,6 % | 24.661.585 $ | -544.964 $ | -2,2 % | 25.206.549 $ | +847.431 $ | +3,5 % | |||
| Firestone Capital Management | 25.142.548 $ | +491.255 $ | +2,0 % | 24.651.293 $ | +1.809.411 $ | +7,9 % | 22.841.882 $ | +1.438.267 $ | +6,7 % | |||
| TFC Financial Management, Inc. | 25.092.485 $ | +6.201.300 $ | +32,8 % | 18.891.185 $ | +18.867.085 $ | +78.286,7 % | ||||||
| ExodusPoint Capital Management, LP | 25.036.338 $ | |||||||||||
| Larson Financial Group LLC | 22.201.339 $ | +823.131 $ | +3,9 % | 21.378.208 $ | -3.643.913 $ | -14,6 % | 25.022.121 $ | -607.722 $ | -2,4 % | |||
| Triad Wealth Partners, LLC | 24.466.258 $ | +22.518.741 $ | +1.156,3 % | 1.947.517 $ | -23.039.339 $ | -92,2 % | 24.986.856 $ | +6.784.473 $ | +37,3 % | |||
| PECAUT & CO. | 24.978.554 $ | +417.846 $ | +1,7 % | 24.560.708 $ | ||||||||
| Cadence Wealth Management LLC | 17.939.562 $ | -6.975.453 $ | -28,0 % | 24.915.015 $ | +11.110.141 $ | +80,5 % | 13.804.874 $ | +10.732.017 $ | +349,3 % | |||
| Harvest Portfolios Group Inc. | 14.431.034 $ | -6.771.829 $ | -31,9 % | 21.202.863 $ | -3.703.053 $ | -14,9 % | 24.905.916 $ | -8.226.964 $ | -24,8 % | |||
| MidFirst Bank | 24.863.856 $ | +3.876.516 $ | +18,5 % | 20.987.340 $ | +5.143.096 $ | +32,5 % | 15.844.244 $ | |||||
| AFFINITY WEALTH LLC | 235 $ | +32 $ | +15,8 % | 203 $ | -24.750.793 $ | -100,0 % | 24.750.996 $ | +2.848.672 $ | +13,0 % | |||
| KEYVANTAGE WEALTH, LLC | 24.101.801 $ | -622.565 $ | -2,5 % | 24.724.366 $ | +904.527 $ | +3,8 % | 23.819.839 $ | -3.001.635 $ | -11,2 % | |||
| CPA Asset Management Group, LLC | 24.629.556 $ | +9.052.086 $ | +58,1 % | 15.577.470 $ | +3.528.367 $ | +29,3 % | 12.049.103 $ | +7.918.367 $ | +191,7 % | |||
| GUGGENHEIM CAPITAL LLC | 24.593.331 $ | +2.822.663 $ | +13,0 % | 21.770.668 $ | +1.698.904 $ | +8,5 % | 20.071.764 $ | +1.061.726 $ | +5,6 % | |||
| GEN Financial Management, INC. | 24.575.351 $ | -1.984 $ | -0,0 % | 24.577.335 $ | +1.666.287 $ | +7,3 % | 22.911.048 $ | -759.175 $ | -3,2 % | 23.670.223 $ | +10.299.499 $ | +77,0 % |
| S. R. Schill & Associates | 24.547.572 $ | +2.478.413 $ | +11,2 % | 22.069.159 $ | +1.582.527 $ | +7,7 % | 20.486.632 $ | -3.534.439 $ | -14,7 % | 24.021.071 $ | +56.969 $ | +0,2 % |
| Bramshill Investments, LLC | 22.841.090 $ | -610.753 $ | -2,6 % | 23.451.843 $ | -1.077.440 $ | -4,4 % | 24.529.283 $ | -652.534 $ | -2,6 % | |||
| SeaBridge Investment Advisors LLC | 24.525.567 $ | +2.089.897 $ | +9,3 % | 22.435.670 $ | +399.928 $ | +1,8 % | 22.035.742 $ | -1.548.402 $ | -6,6 % | |||
| Northwest Quadrant Wealth Management, LLC | 24.501.536 $ | |||||||||||
| Magnus Financial Group LLC | 24.482.036 $ | +1.103.750 $ | +4,7 % | 23.378.286 $ | +2.472.229 $ | +11,8 % | 20.906.057 $ | -76.867 $ | -0,4 % | 20.982.924 $ | +689.367 $ | +3,4 % |
| Central Pacific Bank - Trust Division | 24.469.358 $ | +1.255.676 $ | +5,4 % | 23.213.682 $ | +7.263.834 $ | +45,5 % | 15.949.848 $ | +11.542.438 $ | +261,9 % | 4.407.410 $ | -237.432 $ | -5,1 % |
| Janus Henderson Group Ltd. | 21.069.422 $ | -3.363.810 $ | -13,8 % | 24.433.232 $ | +5.881.494 $ | +31,7 % | ||||||
| KWMG, LLC | 24.413.547 $ | +1.202.659 $ | +5,2 % | 23.210.888 $ | +1.428.593 $ | +6,6 % | 21.782.295 $ | +872.781 $ | +4,2 % | 20.909.514 $ | +671.718 $ | +3,3 % |
| Compass Wealth Management, LLC/GA | 12.578.664 $ | -229.176 $ | -1,8 % | 12.807.840 $ | -11.585.041 $ | -47,5 % | 24.392.881 $ | -942.900 $ | -3,7 % | |||
| SIMON QUICK ADVISORS, LLC | 24.371.312 $ | +1.519.826 $ | +6,7 % | 22.851.486 $ | -1.149.808 $ | -4,8 % | 24.001.294 $ | -273.721 $ | -1,1 % | |||
| Disciplined Investments, LLC | 24.328.662 $ | +1.471.142 $ | +6,4 % | 22.857.520 $ | +1.115.368 $ | +5,1 % | 21.742.152 $ | +1.614.135 $ | +8,0 % | |||
| Factor Wealth Management LTD | 21.606.086 $ | -2.544.796 $ | -10,5 % | 24.150.882 $ | +8.443.663 $ | +53,8 % | 15.707.219 $ | +2.210.526 $ | +16,4 % | 13.496.693 $ | +1.844.114 $ | +15,8 % |
| Lighthouse Financial LLC | 24.142.964 $ | +539.687 $ | +2,3 % | 23.603.277 $ | +1.303.171 $ | +5,8 % | 22.300.106 $ | -89.694 $ | -0,4 % | |||
| Koshinski Asset Management, Inc. | 24.130.811 $ | +1.439.530 $ | +6,3 % | 22.691.281 $ | +2.098.439 $ | +10,2 % | 20.592.842 $ | +1.929.617 $ | +10,3 % | |||
| Alpha Cubed Investments, LLC | 24.130.613 $ | +440.080 $ | +1,9 % | |||||||||
| Advisory Services Network, LLC | 24.053.789 $ | +1.060.967 $ | +4,6 % | 22.992.822 $ | +844.402 $ | +3,8 % | 22.148.420 $ | +555.402 $ | +2,6 % | |||
| Vertex Investment Solutions Co., Ltd. | 24.042.812 $ | +159.807 $ | +0,7 % | 23.883.005 $ | +259.447 $ | +1,1 % | 23.623.558 $ | +13.725.868 $ | +138,7 % | 9.897.690 $ | ||
| Coppell Advisory Solutions LLC | 23.963.477 $ | +19.115.731 $ | +394,3 % | 4.847.746 $ | +73.994 $ | +1,6 % | ||||||
| Strategic Financial Partners, Ltd. | 23.924.725 $ | +3.935.881 $ | +19,7 % | 19.988.844 $ | -97.344 $ | -0,5 % | 20.086.188 $ | +18.295 $ | +0,1 % | |||
| Diesslin Group, Inc. | 9.132.171 $ | -14.751.383 $ | -61,8 % | 23.883.554 $ | ||||||||
| Nuveen, LLC | 8.075.967 $ | -15.791.739 $ | -66,2 % | 23.867.706 $ | +2.403.232 $ | +11,2 % | 21.464.474 $ | -6.899.413 $ | -24,3 % | |||
| Hiley Hunt Wealth Management | 23.865.749 $ | +907.938 $ | +4,0 % | 22.957.811 $ | +1.700.077 $ | +8,0 % | 21.257.734 $ | +681.670 $ | +3,3 % | 20.576.064 $ | +2.268.469 $ | +12,4 % |
| ANDERSON HOAGLAND & CO | 23.617.735 $ | -237.900 $ | -1,0 % | 23.855.635 $ | +2.217.213 $ | +10,2 % | 21.638.422 $ | +3.913.567 $ | +22,1 % | |||
| Balance Wealth Partners LLC | 23.839.973 $ | +474.379 $ | +2,0 % | 23.365.594 $ | +895.145 $ | +4,0 % | 22.470.449 $ | -5.421.878 $ | -19,4 % | |||
| Covington Investment Advisors Inc. | 23.741.000 $ | +2.838.000 $ | +13,6 % | 20.903.000 $ | -2.047.000 $ | -8,9 % | 22.950.000 $ | -3.177.000 $ | -12,2 % | |||
| Gryphon Financial Partners LLC | 23.598.465 $ | +4.941.629 $ | +26,5 % | 18.656.836 $ | +17.776.234 $ | +2.018,6 % | 880.602 $ | +579.338 $ | +192,3 % | |||
| ANCHOR CAPITAL ADVISORS LLC | 23.565.014 $ | +10.815.163 $ | +84,8 % | 12.749.851 $ | -278.153 $ | -2,1 % | 13.028.004 $ | +233.440 $ | +1,8 % | |||
| McIlrath & Eck, LLC | 23.520.878 $ | +6.416.580 $ | +37,5 % | |||||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 23.506.858 $ | +2.610.340 $ | +12,5 % | 20.896.518 $ | +6.441.220 $ | +44,6 % | 14.455.298 $ | +2.266.986 $ | +18,6 % | 12.188.312 $ | +2.807.612 $ | +29,9 % |
| Hamilton Capital, LLC | 22.011.015 $ | -755.979 $ | -3,3 % | 22.766.994 $ | -682.970 $ | -2,9 % | 23.449.964 $ | +1.712.781 $ | +7,9 % | 21.737.183 $ | ||
| Curry Webb Wealth Management LLC | 23.430.899 $ | +0 $ | +0,0 % | 23.430.899 $ | +4.491.699 $ | +23,7 % | 18.939.200 $ | -414.243 $ | -2,1 % | 19.353.443 $ | ||
| Seven Hills Financial, LLC | 23.411.887 $ | |||||||||||
| DDD Partners, LLC | 23.250.949 $ | +3.670.745 $ | +18,7 % | 19.580.204 $ | +3.455.979 $ | +21,4 % | 16.124.225 $ | +1.241.029 $ | +8,3 % | |||
| First Long Island Investors, LLC | 20.625.462 $ | -19.567 $ | -0,1 % | 20.645.029 $ | -2.601.685 $ | -11,2 % | 23.246.714 $ | -1.981.547 $ | -7,9 % | |||
| Napier Financial, LLC | 23.245.086 $ | +465.444 $ | +2,0 % | 22.779.642 $ | -34.917 $ | -0,2 % | 22.814.559 $ | |||||
| PITTENGER & ANDERSON INC | 21.405.046 $ | +420.667 $ | +2,0 % | 20.984.379 $ | -2.213.007 $ | -9,5 % | 23.197.386 $ | +1.632.431 $ | +7,6 % | |||
| CFO4Life Group, LLC | 23.193.774 $ | +3.373.632 $ | +17,0 % | 19.820.142 $ | +848.136 $ | +4,5 % | 18.972.006 $ | +2.100.588 $ | +12,5 % | |||
| XML Financial, LLC | 21.064.662 $ | -2.075.967 $ | -9,0 % | 23.140.629 $ | +17.629.448 $ | +319,9 % | 5.511.181 $ | +212.840 $ | +4,0 % | |||
| ArchPoint Investors | 23.121.655 $ | +3.996.035 $ | +20,9 % | 19.125.620 $ | -1.679.356 $ | -8,1 % | 20.804.976 $ | +413.099 $ | +2,0 % | |||
| VANCE WEALTH, LLC | 23.098.358 $ | +3.280.785 $ | +16,6 % | 19.817.573 $ | -580.811 $ | -2,8 % | 20.398.384 $ | +291.094 $ | +1,4 % | |||
| Evergreen Wealth Partners LLC | 22.936.059 $ | +3.937.862 $ | +20,7 % | 18.998.197 $ | -1.990.152 $ | -9,5 % | 20.988.349 $ | |||||
| YARGER WEALTH STRATEGIES, LLC | 20.778.639 $ | +3.230.144 $ | +18,4 % | 17.548.495 $ | -5.265.182 $ | -23,1 % | 22.813.677 $ | +1.298.322 $ | +6,0 % | |||
| LAZARD ASSET MANAGEMENT LLC | 21.127.034 $ | -521.502 $ | -2,4 % | 21.648.536 $ | -1.164.118 $ | -5,1 % | 22.812.654 $ | -453.317 $ | -1,9 % | |||
| Battery Global Advisors, LLC | 574.044 $ | +101.939 $ | +21,6 % | 472.105 $ | -22.337.070 $ | -97,9 % | 22.809.175 $ | +22.304.912 $ | +4.423,3 % | |||
| Signal Advisors Wealth, LLC | 22.808.310 $ | +2.010.789 $ | +9,7 % | 20.797.521 $ | +3.988.682 $ | +23,7 % | 16.808.839 $ | +5.525.457 $ | +49,0 % | 11.283.382 $ | +676.088 $ | +6,4 % |
| TriaGen Wealth Management LLC | 22.805.685 $ | +492.032 $ | +2,2 % | 22.313.653 $ | +1.766.744 $ | +8,6 % | 20.546.909 $ | -208.485 $ | -1,0 % | 20.755.394 $ | +284.049 $ | +1,4 % |
| PENNEY FINANCIAL, LLC | 22.791.500 $ | +2.721.424 $ | +13,6 % | 20.070.076 $ | +12.957.848 $ | +182,2 % | 7.112.228 $ | +224.674 $ | +3,3 % | 6.887.554 $ | +823.952 $ | +13,6 % |
| FSA WEALTH PARTNERS, INC. | 11.521.663 $ | +1.843.408 $ | +19,0 % | 9.678.255 $ | -13.068.861 $ | -57,5 % | 22.747.116 $ | +266.969 $ | +1,2 % | |||
| Brucke Financial, Inc. | 22.739.181 $ | +2.343.910 $ | +11,5 % | 20.395.271 $ | +1.666.115 $ | +8,9 % | 18.729.156 $ | +1.293.463 $ | +7,4 % | |||
| Peak Asset Management, LLC | 22.229.578 $ | -323.045 $ | -1,4 % | 22.552.623 $ | -166.109 $ | -0,7 % | 22.718.732 $ | +1.251.576 $ | +5,8 % | |||
| Crusonia Wealth Advisors LLC | 22.627.140 $ | +3.113.955 $ | +16,0 % | 19.513.185 $ | +4.856.209 $ | +33,1 % | 14.656.976 $ | |||||
| Kure Advisory, LLC | 22.617.423 $ | +796.281 $ | +3,6 % | 21.821.142 $ | +1.224.343 $ | +5,9 % | 20.596.799 $ | +874.443 $ | +4,4 % | 19.722.356 $ | +1.334.455 $ | +7,3 % |
| MARYLAND CAPITAL ADVISORS INC. | 19.794.321 $ | -483.884 $ | -2,4 % | 20.278.205 $ | -2.263.150 $ | -10,0 % | 22.541.355 $ | -137.877 $ | -0,6 % | |||
| PENNINGTON PARTNERS & CO., LLC | 22.416.233 $ | +2.571.339 $ | +13,0 % | 19.844.894 $ | +4.555.915 $ | +29,8 % | 15.288.979 $ | +191.258 $ | +1,3 % | |||
| Revisor Wealth Management LLC | 18.046.156 $ | -448.383 $ | -2,4 % | 18.494.539 $ | -2.069.485 $ | -10,1 % | 20.564.024 $ | -1.821.868 $ | -8,1 % | 22.385.892 $ | +1.635.730 $ | +7,9 % |
| NorthLanding Financial Partners, LLC | 22.122.164 $ | -150.160 $ | -0,7 % | 22.272.324 $ | +414.240 $ | +1,9 % | 21.858.084 $ | +10.586.482 $ | +93,9 % | 11.271.602 $ | +744.656 $ | +7,1 % |
| Blume Capital Management, Inc. | 22.255.156 $ | +4.020.380 $ | +22,0 % | 18.234.776 $ | +15.721.542 $ | +625,6 % | 2.513.234 $ | +2.464.476 $ | +5.054,5 % | |||
| Ausdal Financial Partners, Inc. | 22.214.321 $ | +6.638.236 $ | +42,6 % | 15.576.085 $ | +4.496.406 $ | +40,6 % | 11.079.679 $ | +2.134.594 $ | +23,9 % | |||
| AAFMAA Wealth Management & Trust LLC | 22.207.830 $ | +711.196 $ | +3,3 % | 21.496.634 $ | +1.596.376 $ | +8,0 % | 19.900.258 $ | -695.277 $ | -3,4 % | 20.595.535 $ | -12.513.469 $ | -37,8 % |
| Charles Schwab Trust Co | 20.216.569 $ | -575.847 $ | -2,8 % | 20.792.416 $ | -263.895 $ | -1,3 % | 21.056.311 $ | -1.122.839 $ | -5,1 % | 22.179.150 $ | -277.127 $ | -1,2 % |
| ALPS ADVISORS INC | 22.122.153 $ | +12.394.911 $ | +127,4 % | 9.727.242 $ | -5.011.764 $ | -34,0 % | 14.739.006 $ | +3.549.471 $ | +31,7 % | |||
| Valtinson Bruner Financial Planning LLC | 22.065.833 $ | +585.412 $ | +2,7 % | 21.480.421 $ | +477.479 $ | +2,3 % | 21.002.942 $ | +48.030 $ | +0,2 % | |||
| FINANCIAL MANAGEMENT NETWORK INC | 22.017.825 $ | +56.532 $ | +0,3 % | 21.961.293 $ | +1.702.024 $ | +8,4 % | 20.259.269 $ | +1.698.461 $ | +9,2 % | 18.560.808 $ | -94.166 $ | -0,5 % |
| Tandem Wealth Advisors LLC | 21.990.218 $ | +896.479 $ | +4,2 % | 21.093.739 $ | +6.476.177 $ | +44,3 % | 14.617.562 $ | +644.507 $ | +4,6 % | |||
| HALL CAPITAL MANAGEMENT CO INC | 21.946.302 $ | +936.039 $ | +4,5 % | 21.010.263 $ | +973.997 $ | +4,9 % | 20.036.266 $ | +2.033.025 $ | +11,3 % | |||
| Clark Asset Management, LLC | 21.904.753 $ | +933.549 $ | +4,5 % | 20.971.204 $ | +2.039.046 $ | +10,8 % | 18.932.158 $ | +1.486.297 $ | +8,5 % | 17.445.861 $ | +2.344.504 $ | +15,5 % |
| Hurlow Wealth Management Group, Inc. | 21.828.082 $ | +784.429 $ | +3,7 % | 21.043.653 $ | +554.374 $ | +2,7 % | 20.489.279 $ | +1.204.479 $ | +6,2 % | |||
| ENTRUST FINANCIAL LLC | 21.769.027 $ | +2.694.081 $ | +14,1 % | 19.074.946 $ | -1.165.031 $ | -5,8 % | 20.239.977 $ | |||||
| Montecito Bank & Trust | 21.755.556 $ | +96.219 $ | +0,4 % | 21.659.337 $ | +579.394 $ | +2,7 % | 21.079.943 $ | +104.001 $ | +0,5 % | 20.975.942 $ | -262.924 $ | -1,2 % |
| Wiser Wealth Management, Inc | 19.610.177 $ | -2.135.196 $ | -9,8 % | 21.745.373 $ | +3.555.165 $ | +19,5 % | 18.190.208 $ | +1.390.869 $ | +8,3 % | 16.799.339 $ | +517.753 $ | +3,2 % |
| VAN STRUM & TOWNE INC. | 21.308.620 $ | -382.964 $ | -1,8 % | 21.691.584 $ | +2.189.272 $ | +11,2 % | 19.502.312 $ | +237.398 $ | +1,2 % | |||
| B.A. Schrock Wealth Management, Inc. | 21.683.345 $ | |||||||||||
| GoalFusion Wealth Management, LLC | 19.986.043 $ | -1.694.788 $ | -7,8 % | 21.680.831 $ | +1.154.776 $ | +5,6 % | 20.526.055 $ | +509.889 $ | +2,5 % | 20.016.166 $ | +1.742.680 $ | +9,5 % |
| FARMERS & MERCHANTS INVESTMENTS INC | 20.558.858 $ | +579.838 $ | +2,9 % | 19.979.020 $ | -1.661.522 $ | -7,7 % | 21.640.542 $ | +2.531.780 $ | +13,2 % | 19.108.762 $ | +2.333.854 $ | +13,9 % |
| GTS SECURITIES LLC | 13.077.176 $ | -8.538.644 $ | -39,5 % | 21.615.820 $ | +7.518.044 $ | +53,3 % | 14.097.776 $ | +9.251.471 $ | +190,9 % | |||
| Integrity Advisory Solutions, LLC | 21.439.015 $ | -168.634 $ | -0,8 % | 21.607.649 $ | +2.317.394 $ | +12,0 % | 19.290.255 $ | -72.628 $ | -0,4 % | |||
| ENCOMPASS WEALTH ADVISORS, LLC | 21.457.844 $ | +11.784.316 $ | +121,8 % | 9.673.528 $ | +1.425.990 $ | +17,3 % | 8.247.538 $ | -59.444 $ | -0,7 % | 8.306.982 $ | +791.877 $ | +10,5 % |
| Onyx Bridge Wealth Group LLC | 21.321.017 $ | +3.956.725 $ | +22,8 % | 17.364.292 $ | +2.514.693 $ | +16,9 % | 14.849.599 $ | +4.843.860 $ | +48,4 % | 10.005.739 $ | +5.483.703 $ | +121,3 % |
| One Wealth Map LLC | 21.288.016 $ | +2.163.533 $ | +11,3 % | 19.124.483 $ | +1.212.102 $ | +6,8 % | 17.912.381 $ | -2.487.579 $ | -12,2 % | |||
| Morton Brown Family Wealth, LLC | 21.271.126 $ | +2.012.874 $ | +10,5 % | 19.258.252 $ | +622.985 $ | +3,3 % | 18.635.267 $ | +2.553.177 $ | +15,9 % | |||
| Destiny Wealth Partners, LLC | 1.496.509 $ | -7.110.122 $ | -82,6 % | 8.606.631 $ | -12.611.322 $ | -59,4 % | 21.217.953 $ | +19.408.275 $ | +1.072,5 % | |||
| Estate Counselors, LLC | 1.881.527 $ | -1.240.613 $ | -39,7 % | 3.122.140 $ | -18.092.028 $ | -85,3 % | 21.214.168 $ | +1.286.132 $ | +6,5 % | |||
| Compass Planning Associates Inc | 21.213.437 $ | +2.046.669 $ | +10,7 % | 19.166.768 $ | +1.563.468 $ | +8,9 % | 17.603.300 $ | +3.706.445 $ | +26,7 % | 13.896.855 $ | +9.469.947 $ | +213,9 % |
| Strategic Blueprint, LLC | 15.411.832 $ | -5.714.760 $ | -27,1 % | 21.126.592 $ | +2.390.968 $ | +12,8 % | 18.735.624 $ | +2.584.495 $ | +16,0 % | 16.151.129 $ | -2.910.373 $ | -15,3 % |
| Galvin, Gaustad & Stein, LLC | 18.130.166 $ | -809.976 $ | -4,3 % | 18.940.142 $ | +1.221.185 $ | +6,9 % | 17.718.957 $ | -3.314.969 $ | -15,8 % | 21.033.926 $ | +204.121 $ | +1,0 % |
| HOWARD FINANCIAL SERVICES, LTD. | 17.535.917 $ | -3.450.015 $ | -16,4 % | 20.985.932 $ | +13.498.327 $ | +180,3 % | 7.487.605 $ | +4.580.911 $ | +157,6 % | 2.906.694 $ | +2.377.738 $ | +449,5 % |
| BTG Pactual Asset Management US LLC | 20.985.170 $ | +12.540.274 $ | +148,5 % | 8.444.896 $ | +8.240.211 $ | +4.025,8 % | 204.685 $ | |||||
| Barry Investment Advisors, LLC | 20.976.698 $ | +7.004.817 $ | +50,1 % | 13.971.881 $ | +3.082.202 $ | +28,3 % | 10.889.679 $ | +1.430.791 $ | +15,1 % | 9.458.888 $ | +1.748.413 $ | +22,7 % |
| Tennessee Valley Asset Management Partners | 20.944.848 $ | +2.428.947 $ | +13,1 % | 18.515.901 $ | +223.224 $ | +1,2 % | 18.292.677 $ | +421.190 $ | +2,4 % | |||
| Arkadios Wealth Advisors | 20.919.313 $ | +906.036 $ | +4,5 % | 20.013.277 $ | +435.247 $ | +2,2 % | 19.578.030 $ | +1.257.589 $ | +6,9 % | |||
| Human Investing LLC | 20.889.945 $ | +1.225.677 $ | +6,2 % | 19.664.268 $ | +611.813 $ | +3,2 % | 19.052.455 $ | +369.838 $ | +2,0 % | 18.682.617 $ | +740.956 $ | +4,1 % |
| Linscomb Wealth, Inc. | 20.878.113 $ | +6.335.433 $ | +43,6 % | 14.542.680 $ | -557.327 $ | -3,7 % | 15.100.007 $ | -1.084.152 $ | -6,7 % | |||
| Compass Advisory Group LLC | 20.874.022 $ | +4.874.864 $ | +30,5 % | 15.999.158 $ | +1.644.157 $ | +11,5 % | 14.355.001 $ | +1.596.212 $ | +12,5 % | |||
| Meridian Wealth Management, LLC | 19.817.731 $ | -6.063 $ | -0,0 % | 19.823.794 $ | -986.475 $ | -4,7 % | 20.810.269 $ | +999.904 $ | +5,0 % | |||
| West Virginia University Foundation, Inc | 20.717.745 $ | +73.965 $ | +0,4 % | 20.643.780 $ | ||||||||
| Balentine LLC | 20.699.117 $ | +2.495.895 $ | +13,7 % | 18.203.222 $ | -1.402.820 $ | -7,2 % | 19.606.042 $ | -1.619.029 $ | -7,6 % | |||
| Strategic Investment Advisors / MI | 20.664.636 $ | +177.823 $ | +0,9 % | 20.486.813 $ | +7.702.043 $ | +60,2 % | 12.784.770 $ | +578.577 $ | +4,7 % | |||
| EHRLICH FINANCIAL GROUP | 20.544.923 $ | +1.782.236 $ | +9,5 % | 18.762.687 $ | +3.918.378 $ | +26,4 % | 14.844.309 $ | |||||
| Edgestream Partners, L.P. | 20.539.363 $ | +16.873.377 $ | +460,3 % | 3.665.986 $ | -10.308.683 $ | -73,8 % | 13.974.669 $ | -13.636.332 $ | -49,4 % | |||
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 19.335.830 $ | -1.178.878 $ | -5,7 % | 20.514.708 $ | +2.195.954 $ | +12,0 % | 18.318.754 $ | +1.536.458 $ | +9,2 % | |||
| Sage Mountain Advisors LLC | 20.294.696 $ | +1.774.647 $ | +9,6 % | 18.520.049 $ | +1.788.335 $ | +10,7 % | 16.731.714 $ | -610.869 $ | -3,5 % | |||
| United Capital Management of KS, Inc. | 11.382.154 $ | +657.848 $ | +6,1 % | 10.724.306 $ | -9.521.644 $ | -47,0 % | 20.245.950 $ | +10.969.686 $ | +118,3 % | |||
| Fortress Financial Solutions, LLC | 20.220.921 $ | +1.245.889 $ | +6,6 % | 18.975.032 $ | +927.993 $ | +5,1 % | 18.047.039 $ | +1.307.329 $ | +7,8 % | |||
| Cornerstone Financial Management LLC | 20.182.452 $ | +662.706 $ | +3,4 % | 19.519.746 $ | +376.282 $ | +2,0 % | 19.143.464 $ | |||||
| Tempo Wealth, LLC | 20.181.201 $ | +6.399.847 $ | +46,4 % | 13.781.354 $ | +7.798.274 $ | +130,3 % | 5.983.080 $ | +170.502 $ | +2,9 % | 5.812.578 $ | ||
| Schear Investment Advisers, LLC | 20.181.201 $ | |||||||||||
| Paulson Wealth Management Inc. | 19.946.643 $ | +807.363 $ | +4,2 % | 19.139.280 $ | -1.036.891 $ | -5,1 % | 20.176.171 $ | +2.332.348 $ | +13,1 % | |||
| FAGAN ASSOCIATES, INC. | 18.381.220 $ | -1.240.725 $ | -6,3 % | 19.621.945 $ | -72.046 $ | -0,4 % | 19.693.991 $ | -284.282 $ | -1,4 % | 19.978.273 $ | -153.391 $ | -0,8 % |
| Arbor Wealth Management LLC\AZ | 19.673.460 $ | -281.268 $ | -1,4 % | 19.954.728 $ | +444.971 $ | +2,3 % | 19.509.757 $ | +483.568 $ | +2,5 % | 19.026.189 $ | ||
| Hilltop Partners LLC | 19.953.344 $ | +14.690.986 $ | +279,2 % | 5.262.358 $ | -34.640 $ | -0,7 % | 5.296.998 $ | +189.058 $ | +3,7 % | |||
| BOSTON FAMILY OFFICE LLC | 19.937.000 $ | +764.000 $ | +4,0 % | 19.173.000 $ | +2.210.000 $ | +13,0 % | 16.963.000 $ | +1.108.000 $ | +7,0 % | |||
| Lansing Street Advisors | 19.159.240 $ | -749.940 $ | -3,8 % | 19.909.180 $ | +3.246.303 $ | +19,5 % | 16.662.877 $ | +716.914 $ | +4,5 % | |||
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 17.432.036 $ | -2.365.121 $ | -11,9 % | 19.797.157 $ | -30.529 $ | -0,2 % | 19.827.686 $ | -174.584 $ | -0,9 % | |||
| KICKSTAND VENTURES, LLC. | 19.761.926 $ | |||||||||||
| Advisors Preferred, LLC | 19.751.756 $ | +2.860.593 $ | +16,9 % | 16.891.163 $ | +126.041 $ | +0,8 % | 16.765.122 $ | -3.610.107 $ | -17,7 % | |||
| LBMC INVESTMENT ADVISORS, LLC | 19.725.492 $ | +3.423.539 $ | +21,0 % | 16.301.953 $ | +1.022.688 $ | +6,7 % | 15.279.265 $ | +278.326 $ | +1,9 % | |||
| Discipline Wealth Solutions, LLC | 19.660.517 $ | -39.946 $ | -0,2 % | 19.700.463 $ | +904.249 $ | +4,8 % | 18.796.214 $ | +11.781.227 $ | +167,9 % | 7.014.987 $ | +6.187.242 $ | +747,5 % |
| United Asset Strategies, Inc. | 18.862.194 $ | -800.671 $ | -4,1 % | 19.662.865 $ | +111.747 $ | +0,6 % | 19.551.118 $ | +576.828 $ | +3,0 % | |||
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 19.647.087 $ | +1.890.269 $ | +10,6 % | 17.756.818 $ | +605.136 $ | +3,5 % | 17.151.682 $ | +2.452.883 $ | +16,7 % | |||
| Cravens & Co Advisors, LLC | 16.720.832 $ | -251.429 $ | -1,5 % | 16.972.261 $ | -2.659.021 $ | -13,5 % | 19.631.282 $ | +469.620 $ | +2,5 % | 19.161.662 $ | -160.936 $ | -0,8 % |
| Sagace Wealth Management LLC | 16.791.057 $ | +234.274 $ | +1,4 % | 16.556.783 $ | -3.014.244 $ | -15,4 % | 19.571.027 $ | +24.848 $ | +0,1 % | |||
| Caprock Group, LLC | 19.568.026 $ | +3.600.674 $ | +22,6 % | 15.967.352 $ | -1.192.844 $ | -7,0 % | 17.160.196 $ | +944.871 $ | +5,8 % | |||
| SCRATCH CAPITAL LLC | 19.445.436 $ | +5.376 $ | +0,0 % | 19.440.060 $ | +2.098.145 $ | +12,1 % | 17.341.915 $ | +453.450 $ | +2,7 % | |||
| NavPoint Financial, Inc. | 19.441.996 $ | +3.553.985 $ | +22,4 % | 15.888.011 $ | +2.194.216 $ | +16,0 % | 13.693.795 $ | +2.955.484 $ | +27,5 % | 10.738.311 $ | +4.964.862 $ | +86,0 % |
| Keystone Financial Services, LLC | 19.430.012 $ | +3.019.712 $ | +18,4 % | 16.410.300 $ | -1.178.845 $ | -6,7 % | 17.589.145 $ | +222.799 $ | +1,3 % | |||
| Brindle & Bay Financial Advisors, LLC | 19.426.126 $ | +4.952.564 $ | +34,2 % | 14.473.562 $ | +5.155.154 $ | +55,3 % | 9.318.408 $ | -1.207.423 $ | -11,5 % | 10.525.831 $ | ||
| Wealthcare Advisory Partners LLC | 19.425.462 $ | +5.086.550 $ | +35,5 % | 14.338.912 $ | +1.678.961 $ | +13,3 % | 12.659.951 $ | -1.014.351 $ | -7,4 % | 13.674.302 $ | -271.995 $ | -2,0 % |
| SAX WEALTH ADVISORS, LLC | 18.898.125 $ | -498.781 $ | -2,6 % | 19.396.906 $ | +13.332.775 $ | +219,9 % | 6.064.131 $ | +0 $ | +0,0 % | 6.064.131 $ | +1.577.563 $ | +35,2 % |
| Financial Plan, Inc. | 19.324.358 $ | +4.220.372 $ | +27,9 % | 15.103.986 $ | +937.619 $ | +6,6 % | 14.166.367 $ | |||||
| Apollon Financial, LLC | 19.300.412 $ | +3.171.846 $ | +19,7 % | 16.128.566 $ | -991.834 $ | -5,8 % | 17.120.400 $ | +1.489.791 $ | +9,5 % | |||
| Winthrop Advisory Group LLC | 19.289.463 $ | +2.425.706 $ | +14,4 % | 16.863.757 $ | +5.434.450 $ | +47,5 % | 11.429.307 $ | +2.893.520 $ | +33,9 % | 8.535.787 $ | +6.794.228 $ | +390,1 % |
| Choate Investment Advisors | 19.239.198 $ | +3.615.754 $ | +23,1 % | 15.623.444 $ | -468.882 $ | -2,9 % | 16.092.326 $ | +14.347.056 $ | +822,1 % | |||
| First Bank & Trust | 18.709.619 $ | -523.122 $ | -2,7 % | 19.232.741 $ | +1.928.249 $ | +11,1 % | 17.304.492 $ | +263.611 $ | +1,5 % | 17.040.881 $ | +445.392 $ | +2,7 % |
| Financial Freedom, LLC | 19.203.367 $ | +644.890 $ | +3,5 % | 18.558.477 $ | +475.695 $ | +2,6 % | 18.082.782 $ | +643.902 $ | +3,7 % | |||
| Asset Management Group, Inc. | 19.047.851 $ | +348.092 $ | +1,9 % | 18.699.759 $ | -496.677 $ | -2,6 % | 19.196.436 $ | -821.099 $ | -4,1 % | |||
| Prospera Capital Management, LLC | 19.182.855 $ | +14.707.861 $ | +328,7 % | 4.474.994 $ | +2.623.977 $ | +141,8 % | 1.851.017 $ | +1.027.600 $ | +124,8 % | 823.417 $ | +115.754 $ | +16,4 % |
| Mendota Financial Group, LLC | 19.163.626 $ | +1.225.932 $ | +6,8 % | 17.937.694 $ | +4.981.385 $ | +38,4 % | 12.956.309 $ | +1.437.228 $ | +12,5 % | 11.519.081 $ | +1.820.777 $ | +18,8 % |
| Beverly Hills Private Wealth, LLC | 19.081.012 $ | +1.066.524 $ | +5,9 % | 18.014.488 $ | +3.065.381 $ | +20,5 % | 14.949.107 $ | -2.767.305 $ | -15,6 % | |||
| Capital Analysts, LLC | 19.041.000 $ | +4.037.000 $ | +26,9 % | 15.004.000 $ | +1.455.000 $ | +10,7 % | 13.549.000 $ | +1.906.000 $ | +16,4 % | |||
| Prospect Financial Services LLC | 19.025.784 $ | +3.086.944 $ | +19,4 % | 15.938.840 $ | -688.563 $ | -4,1 % | 16.627.403 $ | +655.200 $ | +4,1 % | |||
| Shotwell Rutter Baer Inc | 18.784.343 $ | -211.641 $ | -1,1 % | 18.995.984 $ | +631.842 $ | +3,4 % | 18.364.142 $ | +562.584 $ | +3,2 % | 17.801.558 $ | +1.009.706 $ | +6,0 % |
| ELEMENT POINTE ADVISORS, LLC | 18.983.342 $ | +1.586.059 $ | +9,1 % | 17.397.283 $ | +3.770.146 $ | +27,7 % | 13.627.137 $ | +2.455.862 $ | +22,0 % | |||
| Diversified Enterprises, LLC | 10.304.769 $ | +92.791 $ | +0,9 % | 10.211.978 $ | +1.605.691 $ | +18,7 % | 8.606.287 $ | -10.255.304 $ | -54,4 % | 18.861.591 $ | +2.193.846 $ | +13,2 % |
| NOVEM GROUP | 7.535.948 $ | -396.377 $ | -5,0 % | 7.932.325 $ | -10.918.979 $ | -57,9 % | 18.851.304 $ | +11.140.492 $ | +144,5 % | 7.710.812 $ | +381.061 $ | +5,2 % |
| Quantum Financial Advisors, LLC | 18.798.615 $ | +615.772 $ | +3,4 % | 18.182.843 $ | +299.787 $ | +1,7 % | 17.883.056 $ | +362.468 $ | +2,1 % | |||
| PETERSON WEALTH MANAGEMENT | 18.787.899 $ | +3.516.302 $ | +23,0 % | 15.271.597 $ | ||||||||
| Horizon Investment Services, LLC | 16.559.411 $ | -963.474 $ | -5,5 % | 17.522.885 $ | -1.239.181 $ | -6,6 % | 18.762.066 $ | +1.750.202 $ | +10,3 % | |||
| Advisor OS, LLC | 18.684.629 $ | +3.965.202 $ | +26,9 % | 14.719.427 $ | +1.343.079 $ | +10,0 % | 13.376.348 $ | +10.970.491 $ | +456,0 % | |||
| Wright Wealth LLC | 18.670.187 $ | +794.074 $ | +4,4 % | 17.876.113 $ | +90.051 $ | +0,5 % | 17.786.062 $ | |||||
| Royal Fund Management, LLC | 18.655.689 $ | +903.933 $ | +5,1 % | 17.751.756 $ | +1.118.431 $ | +6,7 % | 16.633.325 $ | +611.509 $ | +3,8 % | 16.021.816 $ | +5.203.345 $ | +48,1 % |
| HTG Investment Advisors, Inc. | 18.625.705 $ | +10.171.163 $ | +120,3 % | 8.454.542 $ | +4.455.445 $ | +111,4 % | 3.999.097 $ | +2.684.808 $ | +204,3 % | |||
| Russell Investments Group, Ltd. | 18.453.556 $ | +591.071 $ | +3,3 % | 17.862.485 $ | -175.137 $ | -1,0 % | 18.037.622 $ | +11.492.314 $ | +175,6 % | |||
| FLAGSHIP HARBOR ADVISORS, LLC | 18.375.149 $ | +1.850.490 $ | +11,2 % | 16.524.659 $ | +2.649.265 $ | +19,1 % | 13.875.394 $ | +2.961.074 $ | +27,1 % | |||
| Financial Futures Ltd Liability Co. | 17.746.961 $ | -613.163 $ | -3,3 % | 18.360.124 $ | +1.009.844 $ | +5,8 % | 17.350.280 $ | +949.792 $ | +5,8 % | 16.400.488 $ | +757.985 $ | +4,8 % |
| Oakwell Private Wealth Management, LLC | 18.306.821 $ | +201.977 $ | +1,1 % | 18.104.844 $ | +564.202 $ | +3,2 % | 17.540.642 $ | +1.341.803 $ | +8,3 % | |||
| Mason & Associates Inc | 18.300.130 $ | +126.382 $ | +0,7 % | 18.173.748 $ | +360.007 $ | +2,0 % | 17.813.741 $ | +1.250.584 $ | +7,6 % | |||
| Applied Capital LLC | 18.260.178 $ | +1.692.967 $ | +10,2 % | 16.567.211 $ | +2.275.948 $ | +15,9 % | 14.291.263 $ | +643.059 $ | +4,7 % | |||
| Two West Capital Advisors LLC | 17.851.219 $ | -278.065 $ | -1,5 % | 18.129.284 $ | +766.664 $ | +4,4 % | 17.362.620 $ | +162.783 $ | +0,9 % | 17.199.837 $ | +649.663 $ | +3,9 % |
| Benchmark Financial, LLC | 18.067.604 $ | +3.238.059 $ | +21,8 % | 14.829.545 $ | +247.437 $ | +1,7 % | 14.582.108 $ | +1.539.316 $ | +11,8 % | 13.042.792 $ | ||
| MARSHALL WACE, LLP | 18.062.494 $ | +17.579.377 $ | +3.638,7 % | 483.117 $ | +160.621 $ | +49,8 % | 322.496 $ | |||||
| TL Private Wealth | 17.897.455 $ | -95.268 $ | -0,5 % | 17.992.723 $ | +1.004.080 $ | +5,9 % | 16.988.643 $ | +26.735 $ | +0,2 % | 16.961.908 $ | +347.727 $ | +2,1 % |
| WESTWOOD HOLDINGS GROUP INC | 11.512.742 $ | +823.508 $ | +7,7 % | 10.689.234 $ | -7.299.772 $ | -40,6 % | 17.989.006 $ | -5.335.994 $ | -22,9 % | |||
| Accurate Wealth Management, LLC | 17.965.849 $ | +1.904.130 $ | +11,9 % | 16.061.719 $ | +2.819.357 $ | +21,3 % | 13.242.362 $ | -155.506 $ | -1,2 % | 13.397.868 $ | +1.147.813 $ | +9,4 % |
| Bryant Woods Investment Advisors, LLC | 17.931.180 $ | +3.050.973 $ | +20,5 % | 14.880.207 $ | +587.793 $ | +4,1 % | 14.292.414 $ | -151.777 $ | -1,1 % | |||
| Gibbs Wealth Management | 17.920.587 $ | +1.989.786 $ | +12,5 % | 15.930.801 $ | +249.496 $ | +1,6 % | 15.681.305 $ | +6.158.808 $ | +64,7 % | 9.522.497 $ | -661.703 $ | -6,5 % |
| Strategies Wealth Advisors, LLC | 17.882.216 $ | +1.968.261 $ | +12,4 % | 15.913.955 $ | -1.371.080 $ | -7,9 % | 17.285.035 $ | +213.314 $ | +1,2 % | |||
| RIVERSEDGE ADVISORS, LLC | 16.235.549 $ | -1.638.155 $ | -9,2 % | 17.873.704 $ | +2.582.848 $ | +16,9 % | 15.290.856 $ | +20.049 $ | +0,1 % | 15.270.807 $ | -98.960 $ | -0,6 % |
| Cadent Capital Advisors, LLC | 15.240.005 $ | -2.536.350 $ | -14,3 % | 17.776.355 $ | +3.470.772 $ | +24,3 % | 14.305.583 $ | +155.657 $ | +1,1 % | 14.149.926 $ | +808.049 $ | +6,1 % |
| Whelan Financial | 17.766.553 $ | +94.018 $ | +0,5 % | 17.672.535 $ | +248.540 $ | +1,4 % | 17.423.995 $ | +349.609 $ | +2,0 % | |||
| VOISARD ASSET MANAGEMENT GROUP, INC. | 17.673.137 $ | +383.249 $ | +2,2 % | 17.289.888 $ | +170.541 $ | +1,0 % | 17.119.347 $ | -48.430 $ | -0,3 % | 17.167.777 $ | +804.803 $ | +4,9 % |
| Colorado Capital Management, Inc. | 17.604.000 $ | +614.000 $ | +3,6 % | 16.990.000 $ | +2.922.000 $ | +20,8 % | 14.068.000 $ | +659.000 $ | +4,9 % | 13.409.000 $ | +1.027.000 $ | +8,3 % |
| Hegarty Advisors, LLC | 17.596.747 $ | +571.618 $ | +3,4 % | 17.025.129 $ | +2.487.755 $ | +17,1 % | 14.537.374 $ | +1.058.681 $ | +7,9 % | 13.478.693 $ | ||
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 17.578.970 $ | +2.095.527 $ | +13,5 % | 15.483.443 $ | -865.736 $ | -5,3 % | 16.349.179 $ | -375.715 $ | -2,2 % | |||
| GREENWOOD CAPITAL ASSOCIATES LLC | 17.553.312 $ | +170.489 $ | +1,0 % | 17.382.823 $ | -26.101 $ | -0,1 % | 17.408.924 $ | +3.022.717 $ | +21,0 % | |||
| Sellwood Investment Partners LLC | 17.535.414 $ | +1.534.242 $ | +9,6 % | 16.001.172 $ | -761.151 $ | -4,5 % | 16.762.323 $ | -1.637.912 $ | -8,9 % | |||
| 1607 Capital Partners, LLC | 12.406.522 $ | -3.318.911 $ | -21,1 % | 15.725.433 $ | -1.701.464 $ | -9,8 % | 17.426.897 $ | -4.557.662 $ | -20,7 % | |||
| eCIO, Inc. | 17.426.495 $ | +1.486.330 $ | +9,3 % | 15.940.165 $ | +2.521.777 $ | +18,8 % | 13.418.388 $ | |||||
| Cannon Financial Strategists, Inc. | 16.153.688 $ | -1.179.817 $ | -6,8 % | 17.333.505 $ | +1.853.912 $ | +12,0 % | 15.479.593 $ | +509.633 $ | +3,4 % | 14.969.960 $ | +129.292 $ | +0,9 % |
| Prosperity Consulting Group, LLC | 17.314.251 $ | +2.153.089 $ | +14,2 % | 15.161.162 $ | -1.532.033 $ | -9,2 % | 16.693.195 $ | -2.045.473 $ | -10,9 % | |||
| VERUS WEALTH MANAGEMENT, LLC | 17.159.959 $ | -144.273 $ | -0,8 % | 17.304.232 $ | +739.925 $ | +4,5 % | 16.564.307 $ | +677.118 $ | +4,3 % | 15.887.189 $ | +554.939 $ | +3,6 % |
| Farrell Financial LLC | 17.291.458 $ | +36.882 $ | +0,2 % | 17.254.576 $ | +643.212 $ | +3,9 % | 16.611.364 $ | +1.195.657 $ | +7,8 % | 15.415.707 $ | +2.161.469 $ | +16,3 % |
| Fusion Capital, LLC | 17.272.385 $ | +3.226.252 $ | +23,0 % | 14.046.133 $ | +1.472.221 $ | +11,7 % | 12.573.912 $ | +689.598 $ | +5,8 % | |||
| ROGCO, LP | 17.245.721 $ | +753.187 $ | +4,6 % | 16.492.534 $ | +1.456.941 $ | +9,7 % | 15.035.593 $ | +623.303 $ | +4,3 % | |||
| FineMark National Bank & Trust | 17.241.226 $ | +5.323.310 $ | +44,7 % | |||||||||
| HORIZON FINANCIAL SERVICES, LLC | 16.939.483 $ | -267.804 $ | -1,6 % | 17.207.287 $ | +379.238 $ | +2,3 % | 16.828.049 $ | +388.569 $ | +2,4 % | |||
| Twele Capital Management, Inc. | 17.190.766 $ | +84.968 $ | +0,5 % | 17.105.798 $ | +1.301.231 $ | +8,2 % | 15.804.567 $ | +289.353 $ | +1,9 % | 15.515.214 $ | +640.338 $ | +4,3 % |
| Legacy Financial Group LLC | 17.159.214 $ | +1.950.922 $ | +12,8 % | 15.208.292 $ | +54.233 $ | +0,4 % | 15.154.059 $ | |||||
| HM PAYSON & CO | 16.874.038 $ | -254.043 $ | -1,5 % | 17.128.081 $ | +319.498 $ | +1,9 % | 16.808.583 $ | +303.282 $ | +1,8 % | |||
| Keel Point, LLC | 17.109.499 $ | +2.717.410 $ | +18,9 % | 14.392.089 $ | -625.914 $ | -4,2 % | 15.018.003 $ | +801.966 $ | +5,6 % | |||
| Curran Financial Partners, LLC | 10.911.642 $ | -6.137.413 $ | -36,0 % | 17.049.055 $ | +8.441.240 $ | +98,1 % | 8.607.815 $ | +1.061.623 $ | +14,1 % | |||
| CENTRAL VALLEY ADVISORS, LLC | 16.973.274 $ | +2.729.657 $ | +19,2 % | 14.243.617 $ | +483.866 $ | +3,5 % | 13.759.751 $ | +394.251 $ | +2,9 % | |||
| STEPH & CO | 16.967.396 $ | +1.241.488 $ | +7,9 % | 15.725.908 $ | +2.287.749 $ | +17,0 % | 13.438.159 $ | +509.290 $ | +3,9 % | 12.928.869 $ | +667.135 $ | +5,4 % |
| LEVEL FOUR ADVISORY SERVICES, LLC | 16.943.359 $ | +2.236.901 $ | +15,2 % | 14.706.458 $ | -166.233 $ | -1,1 % | 14.872.691 $ | +2.802.681 $ | +23,2 % | |||
| Americana Partners, LLC | 16.914.056 $ | +7.768.297 $ | +84,9 % | 9.145.759 $ | +956.100 $ | +11,7 % | 8.189.659 $ | +2.399.276 $ | +41,4 % | |||
| SIGMA INVESTMENT COUNSELORS INC | 13.821.340 $ | -1.117.280 $ | -7,5 % | 14.938.620 $ | -1.962.603 $ | -11,6 % | 16.901.223 $ | +140.358 $ | +0,8 % | |||
| Conrad Siegel Investment Advisors, Inc. | 10.470.905 $ | -476.490 $ | -4,4 % | 10.947.395 $ | -5.396.074 $ | -33,0 % | 16.343.469 $ | -550.620 $ | -3,3 % | 16.894.089 $ | +3.925.793 $ | +30,3 % |
| MONOGRAPH WEALTH ADVISORS, LLC | 16.880.183 $ | +6.332.660 $ | +60,0 % | 10.547.523 $ | +3.209.682 $ | +43,7 % | 7.337.841 $ | +4.043.065 $ | +122,7 % | |||
| National Philanthropic Trust | 16.820.566 $ | +8.904.642 $ | +112,5 % | 7.915.924 $ | -1.981.911 $ | -20,0 % | 9.897.835 $ | +3.121.388 $ | +46,1 % | |||
| Robinswood Financial LLC | 15.774.285 $ | -1.045.143 $ | -6,2 % | 16.819.428 $ | +800.276 $ | +5,0 % | 16.019.152 $ | +669.562 $ | +4,4 % | 15.349.590 $ | +673.773 $ | +4,6 % |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | 16.797.901 $ | +5.480.485 $ | +48,4 % | 11.317.416 $ | +1.041.144 $ | +10,1 % | 10.276.272 $ | +2.058.861 $ | +25,1 % | |||
| Sound Income Strategies, LLC | 1.612.613 $ | -15.165.420 $ | -90,4 % | 16.778.033 $ | +3.898.579 $ | +30,3 % | 12.879.454 $ | +1.192.065 $ | +10,2 % | 11.687.389 $ | +4.828.065 $ | +70,4 % |
| Cascades Capital Asset Management, LLC | 16.761.936 $ | +1.772.292 $ | +11,8 % | 14.989.644 $ | +575.587 $ | +4,0 % | 14.414.057 $ | +176.700 $ | +1,2 % | |||
| Bryn Mawr Trust Advisors, LLC | 16.699.813 $ | +917.716 $ | +5,8 % | 15.782.097 $ | +1.813.068 $ | +13,0 % | 13.969.029 $ | +1.825.200 $ | +15,0 % | |||
| Stonebridge Financial Planning Group, LLC | 16.616.068 $ | +1.880.561 $ | +12,8 % | 14.735.507 $ | +3.330.619 $ | +29,2 % | 11.404.888 $ | +1.341.627 $ | +13,3 % | |||
| Beacon Capital Management, LLC | 14.730.343 $ | +31.523 $ | +0,2 % | 14.698.820 $ | -1.900.594 $ | -11,4 % | 16.599.414 $ | +192.166 $ | +1,2 % | |||
| Glenview Trust Co | 16.595.174 $ | +1.660.296 $ | +11,1 % | 14.934.878 $ | +1.395.466 $ | +10,3 % | 13.539.412 $ | +550.232 $ | +4,2 % | |||
| VICUS CAPITAL | 16.576.280 $ | +1.879.636 $ | +12,8 % | 14.696.644 $ | +4.486.185 $ | +43,9 % | 10.210.459 $ | +1.065.484 $ | +11,7 % | |||
| Privatperson | 946.643 $ | -15.575.126 $ | -94,3 % | 16.521.769 $ | +15.784.104 $ | +2.139,7 % | 737.665 $ | -42.884.122 $ | -98,3 % | |||
| CONNABLE OFFICE INC | 16.490.941 $ | +2.337.860 $ | +16,5 % | 14.153.081 $ | -1.542.320 $ | -9,8 % | 15.695.401 $ | +51.970 $ | +0,3 % | |||
| Empowered Funds, LLC | 337.933 $ | -12.400.388 $ | -97,3 % | 12.738.321 $ | -3.745.575 $ | -22,7 % | 16.483.896 $ | +4.603.243 $ | +38,7 % | |||
| Physician Wealth Advisors, Inc. | 16.458.633 $ | +3.023.421 $ | +22,5 % | 13.435.212 $ | +1.788.771 $ | +15,4 % | 11.646.441 $ | -363.789 $ | -3,0 % | 12.010.230 $ | +1.064.052 $ | +9,7 % |
| CENTRAL TRUST Co | 16.444.454 $ | +1.119.325 $ | +7,3 % | 15.325.129 $ | +1.227.860 $ | +8,7 % | 14.097.269 $ | -242.396 $ | -1,7 % | |||
| CAPITAL INSIGHT PARTNERS, LLC | 16.380.074 $ | +7.304 $ | +0,0 % | |||||||||
| TrueWealth Financial Partners | 15.947.379 $ | -428.341 $ | -2,6 % | 16.375.720 $ | +2.322.514 $ | +16,5 % | ||||||
| Telos Capital Management, Inc. | 16.315.219 $ | +1.065.606 $ | +7,0 % | 15.249.613 $ | +236.247 $ | +1,6 % | 15.013.366 $ | +552.890 $ | +3,8 % | |||
| MJP ASSOCIATES INC /ADV | 16.312.479 $ | +2.638.834 $ | +19,3 % | 13.673.645 $ | +1.522.786 $ | +12,5 % | 12.150.859 $ | +10.777.657 $ | +784,9 % | |||
| Visionary Wealth Advisors | 16.304.133 $ | +2.861.241 $ | +21,3 % | 13.442.892 $ | +2.848.573 $ | +26,9 % | 10.594.319 $ | +4.807.517 $ | +83,1 % | |||
| 1 NORTH WEALTH SERVICES LLC | 16.270.993 $ | +808.051 $ | +5,2 % | 15.462.942 $ | -560.368 $ | -3,5 % | 16.023.310 $ | -198.636 $ | -1,2 % | |||
| LANARK FINANCIAL, INC. | 16.270.033 $ | +1.657.312 $ | +11,3 % | 14.612.721 $ | -891.083 $ | -5,7 % | 15.503.804 $ | |||||
| Lauer Wealth, LLC | 16.248.585 $ | +1.132.251 $ | +7,5 % | 15.116.334 $ | +6.350.771 $ | +72,5 % | 8.765.563 $ | +2.420.719 $ | +38,2 % | 6.344.844 $ | -137.298 $ | -2,1 % |
| Forbes Financial Planning, Inc. | 16.024.485 $ | -216.471 $ | -1,3 % | 16.240.956 $ | +720.355 $ | +4,6 % | 15.520.601 $ | +2.058.133 $ | +15,3 % | |||
| MEITAV INVESTMENT HOUSE LTD | 16.237.668 $ | +7.062.836 $ | +77,0 % | 9.174.832 $ | +1.661.003 $ | +22,1 % | 7.513.829 $ | +1.199.064 $ | +19,0 % | |||
| Drucker Wealth 3.0, LLC | 16.227.830 $ | +1.069.832 $ | +7,1 % | 15.157.998 $ | +209.991 $ | +1,4 % | 14.948.007 $ | -311.525 $ | -2,0 % | |||
| Security Financial Services, INC. | 8.890.833 $ | +377.854 $ | +4,4 % | 8.512.979 $ | -7.660.555 $ | -47,4 % | 16.173.534 $ | +854.366 $ | +5,6 % | |||
| TUDOR INVESTMENT CORP ET AL | 16.166.617 $ | +7.512.630 $ | +86,8 % | 8.653.987 $ | +3.648.223 $ | +72,9 % | 5.005.764 $ | -1.546.017 $ | -23,6 % | |||
| QUADRANT CAPITAL GROUP LLC | 16.159.603 $ | +1.739.666 $ | +12,1 % | 14.419.937 $ | -511.886 $ | -3,4 % | 14.931.823 $ | +2.707.570 $ | +22,1 % | 12.224.253 $ | +3.640.182 $ | +42,4 % |
| Bull Street Advisors, LLC | 14.583.000 $ | -98.000 $ | -0,7 % | 14.681.000 $ | -1.078.000 $ | -6,8 % | 15.759.000 $ | -368.000 $ | -2,3 % | 16.127.000 $ | +88.000 $ | +0,5 % |
| Mustard Seed Financial, LLC | 16.121.097 $ | +1.361.021 $ | +9,2 % | 14.760.076 $ | +466.023 $ | +3,3 % | 14.294.053 $ | +1.778.074 $ | +14,2 % | |||
| Mechanics Bank Trust Department | 16.055.184 $ | +890.567 $ | +5,9 % | 15.164.617 $ | +4.843.158 $ | +46,9 % | 10.321.459 $ | +4.169.118 $ | +67,8 % | 6.152.341 $ | +2.692.414 $ | +77,8 % |
| Integrity Investment Advisors, LLC | 15.935.221 $ | +1.807.869 $ | +12,8 % | 14.127.352 $ | +2.833.890 $ | +25,1 % | 11.293.462 $ | +3.023.554 $ | +36,6 % | |||
| WEDBUSH SECURITIES INC | 15.924.000 $ | +893.000 $ | +5,9 % | 15.031.000 $ | +1.447.000 $ | +10,7 % | 13.584.000 $ | -334.000 $ | -2,4 % | 13.918.000 $ | +217.000 $ | +1,6 % |
| BEACON FINANCIAL GROUP | 648.014 $ | -1.008 $ | -0,2 % | 649.022 $ | -17.259 $ | -2,6 % | 666.281 $ | -15.218.171 $ | -95,8 % | 15.884.452 $ | +1.753.345 $ | +12,4 % |
| Westview Management dba Westview Investment Advisors | 15.016.019 $ | +1.035.997 $ | +7,4 % | 13.980.022 $ | -1.889.335 $ | -11,9 % | 15.869.357 $ | |||||
| Cordatus Wealth Management LLC | 15.128.084 $ | -721.740 $ | -4,6 % | 15.849.824 $ | +806.941 $ | +5,4 % | 15.042.883 $ | +10.209.431 $ | +211,2 % | 4.833.452 $ | +749.605 $ | +18,4 % |
| NWM ADVISORS, LLC | 15.849.598 $ | +3.145.216 $ | +24,8 % | 12.704.382 $ | +80.038 $ | +0,6 % | 12.624.344 $ | |||||
| Harbor Group, Inc. | 15.826.257 $ | +7.784.797 $ | +96,8 % | 8.041.460 $ | +1.499.479 $ | +22,9 % | 6.541.981 $ | +2.333.851 $ | +55,5 % | 4.208.130 $ | +1.184.529 $ | +39,2 % |
| Zuckerman Investment Group, LLC | 15.822.225 $ | +4.666.020 $ | +41,8 % | 11.156.205 $ | +872.604 $ | +8,5 % | 10.283.601 $ | +468.831 $ | +4,8 % | |||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 15.785.121 $ | +2.277.885 $ | +16,9 % | 13.507.236 $ | +9.287.746 $ | +220,1 % | 4.219.490 $ | +3.589.669 $ | +570,0 % | 629.821 $ | -1.481.517 $ | -70,2 % |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 15.156.051 $ | -372.284 $ | -2,4 % | 15.528.335 $ | -195.616 $ | -1,2 % | 15.723.951 $ | -29.562 $ | -0,2 % | |||
| Chandler Asset Management, Inc. | 15.418.343 $ | +78.619 $ | +0,5 % | 15.339.724 $ | -376.462 $ | -2,4 % | 15.716.186 $ | +528.673 $ | +3,5 % | |||
| PARSONS CAPITAL MANAGEMENT INC/RI | 15.714.433 $ | +1.094.484 $ | +7,5 % | 14.619.949 $ | +872.855 $ | +6,3 % | 13.747.094 $ | +3.555.956 $ | +34,9 % | |||
| Towerpoint Wealth, LLC | 15.659.928 $ | -12.343 $ | -0,1 % | 15.672.271 $ | +691.395 $ | +4,6 % | 14.980.876 $ | +62.241 $ | +0,4 % | 14.918.635 $ | -50.099 $ | -0,3 % |
| NORTHWEST WEALTH MANAGEMENT, LLC | 15.672.127 $ | +196.320 $ | +1,3 % | 15.475.807 $ | +18.075 $ | +0,1 % | 15.457.732 $ | -211.480 $ | -1,3 % | |||
| U.S. Capital Wealth Advisors, LLC | 15.668.376 $ | +634.558 $ | +4,2 % | 15.033.818 $ | +3.323.487 $ | +28,4 % | ||||||
| Fortune 45 LLC | 15.397.063 $ | -213.874 $ | -1,4 % | 15.610.937 $ | +256.185 $ | +1,7 % | 15.354.752 $ | +6.419.506 $ | +71,8 % | 8.935.246 $ | +3.564.503 $ | +66,4 % |
| Asio Capital, LLC | 12.660.734 $ | -2.923.429 $ | -18,8 % | 15.584.163 $ | +3.248 $ | +0,0 % | 15.580.915 $ | +142.556 $ | +0,9 % | 15.438.359 $ | +644.915 $ | +4,4 % |
| FIRST HORIZON CORP | 15.568.261 $ | +2.342.849 $ | +17,7 % | 13.225.412 $ | +1.132.427 $ | +9,4 % | 12.092.985 $ | +4.139.623 $ | +52,0 % | |||
| Boyd Wealth Management, LLC | 15.129.562 $ | -415.920 $ | -2,7 % | 15.545.482 $ | +15.287.839 $ | +5.933,7 % | 257.643 $ | +2.690 $ | +1,1 % | 254.953 $ | ||
| Jupiter Topco LLC | 15.532.472 $ | |||||||||||
| MOKAN Wealth Management Inc. | 15.525.707 $ | +954.267 $ | +6,5 % | 14.571.440 $ | +345.134 $ | +2,4 % | 14.226.306 $ | +1.344.253 $ | +10,4 % | |||
| MIDDLETON & CO INC/MA | 15.135.875 $ | -311.685 $ | -2,0 % | 15.447.560 $ | -721 $ | -0,0 % | 15.448.281 $ | +346.510 $ | +2,3 % | |||
| STERLING INVESTMENT MANAGEMENT, LLC | 13.815.329 $ | -1.159.939 $ | -7,7 % | 14.975.268 $ | -455.789 $ | -3,0 % | 15.431.057 $ | +88.909 $ | +0,6 % | 15.342.148 $ | +131.804 $ | +0,9 % |
| Marble Harbor Investment Counsel, LLC | 15.424.055 $ | +2.588.069 $ | +20,2 % | 12.835.986 $ | +393.158 $ | +3,2 % | 12.442.828 $ | +234.922 $ | +1,9 % | |||
| GRAND WEALTH MANAGEMENT, LLC | 15.413.010 $ | +1.838.868 $ | +13,5 % | 13.574.142 $ | +1.060.384 $ | +8,5 % | 12.513.758 $ | +2.588.702 $ | +26,1 % | |||
| Kastel Capital Advisors, LLC | 15.405.875 $ | +774.484 $ | +5,3 % | 14.631.391 $ | +0 $ | +0,0 % | 14.631.391 $ | |||||
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 14.216.503 $ | -1.149.697 $ | -7,5 % | 15.366.200 $ | +4.004.008 $ | +35,2 % | 11.362.192 $ | +2.081.539 $ | +22,4 % | 9.280.653 $ | -3.701.076 $ | -28,5 % |
| Vectors Research Management, LLC | 14.981.059 $ | -224.117 $ | -1,5 % | 15.205.176 $ | -74.709 $ | -0,5 % | 15.279.885 $ | +29.511 $ | +0,2 % | |||
| Northeast Financial Group, Inc. | 14.035.943 $ | -1.156.899 $ | -7,6 % | 15.192.842 $ | +578.567 $ | +4,0 % | ||||||
| Urban Financial Advisory Corp | 15.177.883 $ | +1.432.564 $ | +10,4 % | 13.745.319 $ | +754.069 $ | +5,8 % | 12.991.250 $ | +20.934 $ | +0,2 % | |||
| TD Capital Management LLC | 15.159.930 $ | +12.365.558 $ | +442,5 % | 2.794.372 $ | +515.214 $ | +22,6 % | 2.279.158 $ | +164.506 $ | +7,8 % | |||
| ARK & TLK INVESTMENTS, LLC | 15.076.944 $ | +596.634 $ | +4,1 % | 14.480.310 $ | +481.272 $ | +3,4 % | 13.999.038 $ | +677.685 $ | +5,1 % | 13.321.353 $ | +1.972.899 $ | +17,4 % |
| Ethos Financial Group, LLC | 15.069.924 $ | +6.558.026 $ | +77,0 % | 8.511.898 $ | -4.757.303 $ | -35,9 % | 13.269.201 $ | -6.276.709 $ | -32,1 % | |||
| Olde Wealth Management, LLC | 15.035.000 $ | +728.000 $ | +5,1 % | 14.307.000 $ | +1.000 $ | +0,0 % | 14.306.000 $ | +341.000 $ | +2,4 % | |||
| CAPSTONE CAPITAL LLC | 15.008.167 $ | +1.926.692 $ | +14,7 % | 13.081.475 $ | +406.566 $ | +3,2 % | 12.674.909 $ | -61.101 $ | -0,5 % | 12.736.010 $ | +711.109 $ | +5,9 % |
| Hamilton Capital Partners Inc. | 14.822.295 $ | +1.487.540 $ | +11,2 % | 13.334.755 $ | -1.656.941 $ | -11,1 % | 14.991.696 $ | -468.558 $ | -3,0 % | |||
| Banque Transatlantique SA | 14.980.013 $ | +3.757.939 $ | +33,5 % | 11.222.074 $ | ||||||||
| Base Wealth Management LLC | 5.676.545 $ | -7.333.461 $ | -56,4 % | 13.010.006 $ | +307.678 $ | +2,4 % | 12.702.328 $ | -2.264.468 $ | -15,1 % | 14.966.796 $ | +674.224 $ | +4,7 % |
| Cornerstone Wealth Management, LLC | 14.946.507 $ | +1.487.867 $ | +11,1 % | 13.458.640 $ | -5.289 $ | -0,0 % | 13.463.929 $ | -816.217 $ | -5,7 % | |||
| Drum Hill Capital, LLC | 13.904.886 $ | +132.903 $ | +1,0 % | 13.771.983 $ | -1.163.152 $ | -7,8 % | 14.935.135 $ | +1.109.388 $ | +8,0 % | 13.825.747 $ | +214.977 $ | +1,6 % |
| R. W. Roge & Company, Inc. | 14.890.000 $ | +2.173.000 $ | +17,1 % | 12.717.000 $ | +7.192.000 $ | +130,2 % | 5.525.000 $ | +526.000 $ | +10,5 % | |||
| Silver Oak Advisory Group, Inc. | 14.836.000 $ | +1.819.000 $ | +14,0 % | 13.017.000 $ | +326.000 $ | +2,6 % | 12.691.000 $ | +342.000 $ | +2,8 % | |||
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | 14.636.405 $ | -145.654 $ | -1,0 % | 14.782.059 $ | +682.364 $ | +4,8 % | 14.099.695 $ | +773.756 $ | +5,8 % | 13.325.939 $ | ||
| McGlone Suttner Wealth Management, Inc. | 14.756.901 $ | -21.967 $ | -0,1 % | 14.778.868 $ | +2.040.148 $ | +16,0 % | 12.738.720 $ | |||||
| Valpey Financial Services, LLC | 14.778.779 $ | +1.309.791 $ | +9,7 % | 13.468.988 $ | -111.026 $ | -0,8 % | 13.580.014 $ | +389.396 $ | +3,0 % | |||
| TRB Wealth Management, LLC | 14.709.705 $ | +423.095 $ | +3,0 % | 14.286.610 $ | ||||||||
| GOLDEN ROAD ADVISORS LLC | 14.703.329 $ | +2.036.369 $ | +16,1 % | 12.666.960 $ | -573.669 $ | -4,3 % | 13.240.629 $ | +656.534 $ | +5,2 % | |||
| O'Domhnaill Enterprises, Inc. | 5.266.636 $ | -9.435.465 $ | -64,2 % | 14.702.101 $ | +9.944.093 $ | +209,0 % | 4.758.008 $ | |||||
| Bare Financial Services, Inc | 14.696.827 $ | +2.295.913 $ | +18,5 % | 12.400.914 $ | +427.749 $ | +3,6 % | 11.973.165 $ | +945.213 $ | +8,6 % | |||
| Spectrum Financial Alliance Ltd LLC | 14.626.434 $ | +8.287.357 $ | +130,7 % | 6.339.077 $ | +350.741 $ | +5,9 % | 5.988.336 $ | +378.828 $ | +6,8 % | |||
| IAMS WEALTH MANAGEMENT, LLC | 9.236.236 $ | -5.316.863 $ | -36,5 % | 14.553.099 $ | +4.008.636 $ | +38,0 % | 10.544.463 $ | +2.124.001 $ | +25,2 % | 8.420.462 $ | +4.934.178 $ | +141,5 % |
| Capital Investment Advisory Services, LLC | 14.496.427 $ | +334.186 $ | +2,4 % | 14.162.241 $ | -386.702 $ | -2,7 % | 14.548.943 $ | -364.525 $ | -2,4 % | |||
| METROPOLITAN LIFE INSURANCE CO/NY | 14.418.364 $ | -63.964 $ | -0,4 % | 14.482.328 $ | -65.537 $ | -0,5 % | 14.547.865 $ | -2.040.684 $ | -12,3 % | |||
| Trellis Wealth Advisors LLC | 14.527.973 $ | +2.776.981 $ | +23,6 % | 11.750.992 $ | +1.825.877 $ | +18,4 % | 9.925.115 $ | +1.070.723 $ | +12,1 % | 8.854.392 $ | +1.059.995 $ | +13,6 % |
| Moss Adams Wealth Advisors LLC | 13.676.962 $ | -524.674 $ | -3,7 % | 14.201.636 $ | -323.948 $ | -2,2 % | 14.525.584 $ | +18.801 $ | +0,1 % | |||
| Claro Advisors Inc. | 5.038.057 $ | +76.125 $ | +1,5 % | 4.961.932 $ | -9.553.003 $ | -65,8 % | 14.514.935 $ | +2.600.690 $ | +21,8 % | |||
| Blackston Financial Advisory Group, LLC | 14.500.347 $ | +1.958.636 $ | +15,6 % | 12.541.711 $ | -866.087 $ | -6,5 % | 13.407.798 $ | -27.515 $ | -0,2 % | |||
| Blackhawk Capital Partners, LLC | 14.489.645 $ | |||||||||||
| StoneX Group Inc. | 14.489.006 $ | +1.472.556 $ | +11,3 % | 13.016.450 $ | -394.292 $ | -2,9 % | 13.410.742 $ | +471.934 $ | +3,6 % | |||
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 14.486.083 $ | +2.888.342 $ | +24,9 % | 11.597.741 $ | +321.527 $ | +2,9 % | 11.276.214 $ | +263.082 $ | +2,4 % | |||
| International City Management Association Retirement Corp | 14.351.848 $ | -43.584 $ | -0,3 % | 14.395.432 $ | -83.536 $ | -0,6 % | 14.478.968 $ | -36.320 $ | -0,3 % | |||
| CVS HEALTH Corp | 14.442.600 $ | -34.800 $ | -0,2 % | 14.477.400 $ | ||||||||
| Capital Group Private Client Services, Inc. | 14.080.064 $ | -42.758 $ | -0,3 % | 14.122.822 $ | -326.924 $ | -2,3 % | 14.449.746 $ | -34.550 $ | -0,2 % | |||
| SILVER OAK SECURITIES, INCORPORATED | 14.437.839 $ | +3.844.584 $ | +36,3 % | 10.593.255 $ | -2.123.015 $ | -16,7 % | 12.716.270 $ | +68.706 $ | +0,5 % | |||
| Gradient Capital Advisors, LLC | 14.330.887 $ | -104.890 $ | -0,7 % | 14.435.777 $ | +264.936 $ | +1,9 % | 14.170.841 $ | +463.534 $ | +3,4 % | 13.707.307 $ | +911.817 $ | +7,1 % |
| Marshall & Sterling Wealth Advisors Inc. | 14.312.095 $ | +418.616 $ | +3,0 % | 13.893.479 $ | -494.778 $ | -3,4 % | 14.388.257 $ | +235.747 $ | +1,7 % | |||
| Peak Financial Management, Inc. | 13.810.563 $ | -521.967 $ | -3,6 % | 14.332.530 $ | +417.691 $ | +3,0 % | 13.914.839 $ | +814.531 $ | +6,2 % | 13.100.308 $ | +467.499 $ | +3,7 % |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 13.977.735 $ | -303.015 $ | -2,1 % | 14.280.750 $ | +1.402.000 $ | +10,9 % | 12.878.750 $ | -922.407 $ | -6,7 % | 13.801.157 $ | -585.247 $ | -4,1 % |
| Pallas Capital Advisors LLC | 14.250.757 $ | +964.450 $ | +7,3 % | 13.286.307 $ | +7.529.779 $ | +130,8 % | 5.756.528 $ | +87.570 $ | +1,5 % | |||
| Cypress Capital, LLC | 2.499.052 $ | -11.517.819 $ | -82,2 % | 14.016.871 $ | -232.557 $ | -1,6 % | 14.249.428 $ | +389.695 $ | +2,8 % | 13.859.733 $ | -626.538 $ | -4,3 % |
| Prime Capital Investment Advisors, LLC | 14.049.699 $ | -169.269 $ | -1,2 % | 14.218.968 $ | +1.517.354 $ | +11,9 % | 12.701.614 $ | +67.424 $ | +0,5 % | 12.634.190 $ | +684.046 $ | +5,7 % |
| DAHRING | CUSMANO LLC | 14.214.445 $ | +2.595.891 $ | +22,3 % | 11.618.554 $ | +10.553.427 $ | +990,8 % | 1.065.127 $ | +693.092 $ | +186,3 % | |||
| Addison Advisors LLC | 7.079.375 $ | -7.133.018 $ | -50,2 % | 14.212.393 $ | +734.652 $ | +5,5 % | 13.477.741 $ | +894.254 $ | +7,1 % | |||
| COFG Advisors, LLC | 14.171.625 $ | +5.285.559 $ | +59,5 % | 8.886.066 $ | +1.600.094 $ | +22,0 % | 7.285.972 $ | |||||
| Souders Financial Advisors | 14.154.051 $ | |||||||||||
| Continuum Advisory, LLC | 14.056.999 $ | +2.458.867 $ | +21,2 % | 11.598.132 $ | -676.691 $ | -5,5 % | 12.274.823 $ | -255.245 $ | -2,0 % | |||
| NorthCrest Asset Manangement, LLC | 12.600.629 $ | +1.170.439 $ | +10,2 % | 11.430.190 $ | +1.029.410 $ | +9,9 % | 10.400.780 $ | -3.597.176 $ | -25,7 % | 13.997.956 $ | -317.537 $ | -2,2 % |
| Gladstone Institutional Advisory LLC | 13.944.174 $ | +835.181 $ | +6,4 % | 13.108.993 $ | -527.130 $ | -3,9 % | 13.636.123 $ | -20.757 $ | -0,2 % | |||
| STACKSTONE WEALTH, LLC | 13.903.792 $ | |||||||||||
| Marietta Wealth Management, LLC | 13.892.081 $ | +798.326 $ | +6,1 % | 13.093.755 $ | +1.092.306 $ | +9,1 % | 12.001.449 $ | +308.224 $ | +2,6 % | 11.693.225 $ | +506.596 $ | +4,5 % |
| Sovran Advisors, LLC | 13.889.653 $ | +1.335.622 $ | +10,6 % | 12.554.031 $ | +1.632.961 $ | +15,0 % | 10.921.070 $ | +2.873.097 $ | +35,7 % | |||
| Cambridge Advisors Inc. | 13.341.561 $ | -528.461 $ | -3,8 % | 13.870.022 $ | +1.856.212 $ | +15,5 % | 12.013.810 $ | -158.851 $ | -1,3 % | 12.172.661 $ | +312.454 $ | +2,6 % |
| Livet Wealth, LLC | 13.862.854 $ | +1.455.312 $ | +11,7 % | 12.407.542 $ | -693.125 $ | -5,3 % | 13.100.667 $ | |||||
| Mosley Wealth Management | 1.305.472 $ | -12.555.261 $ | -90,6 % | 13.860.733 $ | +13.187.654 $ | +1.959,3 % | 673.079 $ | -103.387 $ | -13,3 % | 776.466 $ | ||
| ADVISORY RESEARCH INC | 13.805.659 $ | +1.827.944 $ | +15,3 % | 11.977.715 $ | +988.600 $ | +9,0 % | 10.989.115 $ | +67.905 $ | +0,6 % | |||
| Prudent Man Advisors, LLC | 13.776.776 $ | +6.479.490 $ | +88,8 % | 7.297.286 $ | +2.305.803 $ | +46,2 % | 4.991.483 $ | +131.528 $ | +2,7 % | |||
| Pasadena Private Wealth, LLC | 13.773.440 $ | +424.653 $ | +3,2 % | 13.348.787 $ | +11.802.214 $ | +763,1 % | 1.546.573 $ | +28.135 $ | +1,9 % | |||
| McMill Wealth Management | 13.652.739 $ | +1.561.503 $ | +12,9 % | 12.091.236 $ | +102.247 $ | +0,9 % | 11.988.989 $ | -128.332 $ | -1,1 % | |||
| Heritage Wealth Management, Inc. /CA/ | 13.641.004 $ | +12.337 $ | +0,1 % | 13.628.667 $ | +6.247.103 $ | +84,6 % | 7.381.564 $ | +366.480 $ | +5,2 % | |||
| HIGHLINE WEALTH PARTNERS LLC | 13.636.885 $ | +1.312.565 $ | +10,7 % | 12.324.320 $ | +1.684.036 $ | +15,8 % | 10.640.284 $ | +567.874 $ | +5,6 % | 10.072.410 $ | +1.050.732 $ | +11,6 % |
| Berman McAleer LLC | 12.297.889 $ | -1.289.859 $ | -9,5 % | 13.587.748 $ | +2.015.861 $ | +17,4 % | 11.571.887 $ | +210.518 $ | +1,9 % | 11.361.369 $ | +485.120 $ | +4,5 % |
| Investment Advisory Group, LLC | 13.569.105 $ | +1.814.607 $ | +15,4 % | 11.754.498 $ | +440.578 $ | +3,9 % | 11.313.920 $ | +411.588 $ | +3,8 % | |||
| Copper Harbor Investment Advisors, LLC | 11.469.829 $ | -2.095.945 $ | -15,5 % | 13.565.774 $ | ||||||||
| SYM FINANCIAL Corp | 13.563.008 $ | +1.582.248 $ | +13,2 % | 11.980.760 $ | +188.566 $ | +1,6 % | 11.792.194 $ | -144.526 $ | -1,2 % | |||
| Glass Jacobson Investment Advisors llc | 13.557.326 $ | +1.032.398 $ | +8,2 % | 12.524.928 $ | +282.044 $ | +2,3 % | 12.242.884 $ | -254.814 $ | -2,0 % | |||
| Kaizen Financial Strategies | 11.340.658 $ | -1.314.052 $ | -10,4 % | 12.654.710 $ | -888.123 $ | -6,6 % | 13.542.833 $ | +1.415.508 $ | +11,7 % | 12.127.325 $ | +23.812 $ | +0,2 % |
| HEADINVEST, LLC | 13.467.941 $ | +703.402 $ | +5,5 % | 12.764.539 $ | +122.487 $ | +1,0 % | 12.642.052 $ | +608.169 $ | +5,1 % | |||
| SIGNET FINANCIAL MANAGEMENT, LLC | 12.392.532 $ | -1.072.314 $ | -8,0 % | 13.464.846 $ | -38.004 $ | -0,3 % | ||||||
| Platt Investment Counsel, LLC | 13.442.273 $ | +2.004.498 $ | +17,5 % | 11.437.775 $ | +110.251 $ | +1,0 % | 11.327.524 $ | +331.402 $ | +3,0 % | 10.996.122 $ | +102.862 $ | +0,9 % |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13.428.531 $ | +774.654 $ | +6,1 % | 12.653.877 $ | +4.695.315 $ | +59,0 % | 7.958.562 $ | +768.116 $ | +10,7 % | |||
| W.H. Cornerstone Investments Inc. | 11.530.268 $ | -1.301.629 $ | -10,1 % | 12.831.897 $ | -592.367 $ | -4,4 % | 13.424.264 $ | -401.788 $ | -2,9 % | |||
| Bluespring Wealth Management, LLC | 13.423.794 $ | +10.462.801 $ | +353,4 % | 2.960.993 $ | -193.452 $ | -6,1 % | 3.154.445 $ | +76.739 $ | +2,5 % | |||
| LEUTHOLD GROUP, LLC | 11.687.381 $ | -1.669.730 $ | -12,5 % | 13.357.111 $ | -64.025 $ | -0,5 % | 13.421.136 $ | -612.919 $ | -4,4 % | |||
| Focus Financial Network, Inc. | 13.411.656 $ | +2.980.377 $ | +28,6 % | 10.431.279 $ | +2.246.615 $ | +27,4 % | 8.184.664 $ | +2.028.666 $ | +33,0 % | 6.155.998 $ | +1.170.816 $ | +23,5 % |
| SYKON CAPITAL LLC | 394.728 $ | +52.227 $ | +15,2 % | 342.501 $ | -13.066.605 $ | -97,4 % | 13.409.106 $ | -130.344 $ | -1,0 % | |||
| JUNCTURE WEALTH STRATEGIES, LLC | 13.406.946 $ | +215.906 $ | +1,6 % | 13.191.040 $ | +662.189 $ | +5,3 % | 12.528.851 $ | +338.247 $ | +2,8 % | 12.190.604 $ | +587.335 $ | +5,1 % |
| Aspire Growth Partners LLC | 13.401.442 $ | +1.799.403 $ | +15,5 % | 11.602.039 $ | +1.267.233 $ | +12,3 % | 10.334.806 $ | +1.403.728 $ | +15,7 % | |||
| TRUST CO OF VERMONT | 13.390.141 $ | +1.621.274 $ | +13,8 % | 11.768.867 $ | +7.686.059 $ | +188,3 % | 4.082.808 $ | +2.093.835 $ | +105,3 % | |||
| Breakwater Investment Management | 11.979.178 $ | -444.115 $ | -3,6 % | 12.423.293 $ | -609.642 $ | -4,7 % | 13.032.935 $ | -341.939 $ | -2,6 % | 13.374.874 $ | +445.322 $ | +3,4 % |
| Cornerstone National Bank & Trust Co | 13.364.950 $ | +2.119.395 $ | +18,8 % | 11.245.555 $ | +4.233.537 $ | +60,4 % | 7.012.018 $ | +3.321.233 $ | +90,0 % | 3.690.785 $ | +475.919 $ | +14,8 % |
| Clarity Wealth Development LLC | 13.351.468 $ | +9.762.408 $ | +272,0 % | 3.589.060 $ | +48.629 $ | +1,4 % | 3.540.431 $ | +275.017 $ | +8,4 % | |||
| Baker Ellis Asset Management LLC | 13.338.815 $ | +2.514.027 $ | +23,2 % | 10.824.788 $ | +1.354.683 $ | +14,3 % | 9.470.105 $ | -829.010 $ | -8,0 % | 10.299.115 $ | +25.592 $ | +0,2 % |
| FIDELIS CAPITAL PARTNERS, LLC | 13.326.817 $ | +1.608.933 $ | +13,7 % | 11.717.884 $ | -1.111.582 $ | -8,7 % | 12.829.466 $ | +1.315.554 $ | +11,4 % | |||
| ADIRONDACK TRUST CO | 13.323.678 $ | +1.175.253 $ | +9,7 % | 12.148.425 $ | +2.611.118 $ | +27,4 % | 9.537.307 $ | +681.552 $ | +7,7 % | 8.855.755 $ | +1.318.834 $ | +17,5 % |
| Annandale Capital, LLC | 9.577.000 $ | -3.736.000 $ | -28,1 % | 13.313.000 $ | ||||||||
| CALTON & ASSOCIATES, INC. | 12.076.609 $ | -1.220.675 $ | -9,2 % | 13.297.284 $ | +406.977 $ | +3,2 % | 12.890.307 $ | +1.257.107 $ | +10,8 % | |||
| Hexagon Capital Partners LLC | 13.272.495 $ | +221.764 $ | +1,7 % | 13.050.731 $ | +1.619.319 $ | +14,2 % | 11.431.412 $ | +884.942 $ | +8,4 % | |||
| PEDDOCK CAPITAL ADVISORS, LLC | 13.240.205 $ | +4.892.740 $ | +58,6 % | |||||||||
| Pointe Capital Management LLC | 13.138.133 $ | +1.573.978 $ | +13,6 % | 11.564.155 $ | +484.092 $ | +4,4 % | 11.080.063 $ | +1.346.745 $ | +13,8 % | |||
| EFG International AG | 13.125.355 $ | +438.723 $ | +3,5 % | 12.686.632 $ | -161.181 $ | -1,3 % | 12.847.813 $ | |||||
| CWS Financial Advisors, LLC | 13.106.778 $ | +1.016.969 $ | +8,4 % | 12.089.809 $ | +3.147.428 $ | +35,2 % | 8.942.381 $ | +2.691.714 $ | +43,1 % | 6.250.667 $ | +1.415.539 $ | +29,3 % |
| NOTTINGHAM ADVISORS, INC. | 13.103.035 $ | +3.565.389 $ | +37,4 % | 9.537.646 $ | +1.120.083 $ | +13,3 % | 8.417.563 $ | +3.400.964 $ | +67,8 % | |||
| Madrid Wealth Management, LLC | 13.097.377 $ | +2.103.269 $ | +19,1 % | 10.994.108 $ | +912.880 $ | +9,1 % | 10.081.228 $ | |||||
| Investure, LLC | 12.932.040 $ | -75.548 $ | -0,6 % | 13.007.588 $ | -42.218 $ | -0,3 % | 13.049.806 $ | -26.664 $ | -0,2 % | |||
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 13.032.000 $ | +6.609.000 $ | +102,9 % | 6.423.000 $ | -253.000 $ | -3,8 % | 6.676.000 $ | +156.000 $ | +2,4 % | |||
| Farmers & Merchants Trust Co of Chambersburg PA | 13.027.000 $ | +33.000 $ | +0,3 % | 12.994.000 $ | +217.000 $ | +1,7 % | 12.777.000 $ | +661.000 $ | +5,5 % | 12.116.000 $ | -157.000 $ | -1,3 % |
| Perennial Advisors, LLC | 12.987.217 $ | +2.505.338 $ | +23,9 % | 10.481.879 $ | -72.564 $ | -0,7 % | 10.554.443 $ | -141.567 $ | -1,3 % | 10.696.010 $ | +211.871 $ | +2,0 % |
| INVENIO WEALTH PARTNERS LLC | 12.971.402 $ | +43.884 $ | +0,3 % | 12.927.518 $ | +264.745 $ | +2,1 % | 12.662.773 $ | +90.131 $ | +0,7 % | 12.572.642 $ | +190.448 $ | +1,5 % |
| Stokes Family Office, LLC | 9.004.344 $ | -3.954.438 $ | -30,5 % | 12.958.782 $ | +52.953 $ | +0,4 % | 12.905.829 $ | -3.086.891 $ | -19,3 % | |||
| Fairfield University | 12.859.938 $ | +2.277.208 $ | +21,5 % | 10.582.730 $ | ||||||||
| B. Riley Wealth Advisors, Inc. | 12.854.382 $ | +3.866.062 $ | +43,0 % | 8.988.320 $ | -25.695 $ | -0,3 % | 9.014.015 $ | -946.617 $ | -9,5 % | 9.960.632 $ | +659.886 $ | +7,1 % |
| Argent Trust Co | 12.832.354 $ | +1.935.919 $ | +17,8 % | 10.896.435 $ | +643.330 $ | +6,3 % | 10.253.105 $ | +2.082.762 $ | +25,5 % | |||
| Forza Wealth Management, LLC | 12.825.340 $ | +3.365.179 $ | +35,6 % | 9.460.161 $ | +2.578.107 $ | +37,5 % | 6.882.054 $ | +813.942 $ | +13,4 % | 6.068.112 $ | -137.243 $ | -2,2 % |
| Westshore Wealth, LLC | 12.797.578 $ | +759.898 $ | +6,3 % | 12.037.680 $ | +1.146.970 $ | +10,5 % | 10.890.710 $ | +3.192.891 $ | +41,5 % | |||
| VOYA INVESTMENT MANAGEMENT LLC | 5.985.582 $ | -6.809.288 $ | -53,2 % | 12.794.870 $ | +6.736.660 $ | +111,2 % | 6.058.210 $ | -216.695 $ | -3,5 % | |||
| Envision Financial LLC | 11.994.314 $ | -739.280 $ | -5,8 % | 12.733.594 $ | +894.095 $ | +7,6 % | 11.839.499 $ | -381.156 $ | -3,1 % | 12.220.655 $ | +1.109.636 $ | +10,0 % |
| Trek Financial, LLC | 4.418.935 $ | -8.286.108 $ | -65,2 % | 12.705.043 $ | +7.542.341 $ | +146,1 % | 5.162.702 $ | +992.497 $ | +23,8 % | |||
| Silver Coast Investments LLC | 12.686.405 $ | +890.706 $ | +7,6 % | 11.795.699 $ | +1.021.153 $ | +9,5 % | 10.774.546 $ | -86.345 $ | -0,8 % | |||
| ETF Portfolio Partners, Inc. | 11.194.569 $ | -1.486.309 $ | -11,7 % | 12.680.878 $ | +950.474 $ | +8,1 % | 11.730.404 $ | -352.319 $ | -2,9 % | 12.082.723 $ | -42.196 $ | -0,3 % |
| FIDUCIARY TRUST CO | 12.679.394 $ | +1.823.260 $ | +16,8 % | 10.856.134 $ | -400.867 $ | -3,6 % | 11.257.001 $ | +74.778 $ | +0,7 % | |||
| Gutierrez Wealth Advisory, LLC | 12.662.340 $ | +974.435 $ | +8,3 % | 11.687.905 $ | +548.084 $ | +4,9 % | 11.139.821 $ | +407.582 $ | +3,8 % | |||
| NICOLET ADVISORY SERVICES, LLC | 12.651.992 $ | -173.799 $ | -1,4 % | |||||||||
| Heritage Investment Group, Inc. | 12.633.244 $ | +1.802.925 $ | +16,6 % | 10.830.319 $ | +436.455 $ | +4,2 % | 10.393.864 $ | +87.138 $ | +0,8 % | |||
| Tandem Investment Partners LLC | 11.691.156 $ | -915.493 $ | -7,3 % | 12.606.649 $ | +831.201 $ | +7,1 % | 11.775.448 $ | +924.304 $ | +8,5 % | 10.851.144 $ | +990.978 $ | +10,1 % |
| EVERETT HARRIS & CO /CA/ | 12.568.400 $ | +1.493.839 $ | +13,5 % | 11.074.561 $ | +1.004.491 $ | +10,0 % | 10.070.070 $ | -671.770 $ | -6,3 % | |||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 12.567.329 $ | +1.478.821 $ | +13,3 % | 11.088.508 $ | -14.689 $ | -0,1 % | 11.103.197 $ | +532.653 $ | +5,0 % | |||
| Point72 Asset Management, L.P. | 12.562.500 $ | |||||||||||
| Chesapeake Wealth Management | 12.558.268 $ | +1.205.140 $ | +10,6 % | 11.353.128 $ | +43.189 $ | +0,4 % | 11.309.939 $ | +371.359 $ | +3,4 % | |||
| WFA of San Diego, LLC | 12.552.140 $ | +1.354.676 $ | +12,1 % | 11.197.464 $ | -519.343 $ | -4,4 % | 11.716.807 $ | +269.725 $ | +2,4 % | |||
| ARS Wealth Advisors Group, LLC | 12.545.468 $ | +5.859.851 $ | +87,6 % | 6.685.617 $ | +3.874.161 $ | +137,8 % | 2.811.456 $ | +2.036.863 $ | +263,0 % | 774.593 $ | +13.365 $ | +1,8 % |
| Robinson Value Management, Ltd. | 8.559.532 $ | -433.213 $ | -4,8 % | 8.992.745 $ | -3.533.738 $ | -28,2 % | 12.526.483 $ | +8.320.725 $ | +197,8 % | 4.205.758 $ | -15.100.534 $ | -78,2 % |
| Erickson Financial Group, LLC | 12.459.653 $ | +4.305.633 $ | +52,8 % | 8.154.020 $ | +327.248 $ | +4,2 % | 7.826.772 $ | +519.968 $ | +7,1 % | |||
| Roehl & Yi Investment Advisors, LLC | 12.447.817 $ | +4.318.678 $ | +53,1 % | 8.129.139 $ | +1.331.902 $ | +19,6 % | 6.797.237 $ | +4.622.312 $ | +212,5 % | |||
| CARDIFF PARK ADVISORS, LLC | 12.438.407 $ | +110.434 $ | +0,9 % | 12.327.973 $ | +1.345.845 $ | +12,3 % | 10.982.128 $ | +312.784 $ | +2,9 % | |||
| Ascentis Independent Advisors | 1.832.000 $ | -10.593.635 $ | -85,3 % | 12.425.635 $ | +6.583.193 $ | +112,7 % | 5.842.442 $ | +3.152.358 $ | +117,2 % | |||
| PW Nova Financial Services LLC | 12.414.187 $ | +3.627.312 $ | +41,3 % | 8.786.875 $ | +2.027.528 $ | +30,0 % | 6.759.347 $ | +595.347 $ | +9,7 % | 6.164.000 $ | ||
| Pitcairn Wealth Advisors LLC | 12.413.538 $ | +773.993 $ | +6,6 % | 11.639.545 $ | +1 $ | +0,0 % | 11.639.544 $ | |||||
| VICTORY FINANCIAL GROUP, LLC | 6.999.118 $ | -4.252.002 $ | -37,8 % | 11.251.120 $ | -1.113.415 $ | -9,0 % | 12.364.535 $ | +1.891.774 $ | +18,1 % | |||
| MILLENNIUM MANAGEMENT LLC | 12.361.946 $ | +9.929.701 $ | +408,3 % | 2.432.245 $ | -9.924.398 $ | -80,3 % | 12.356.643 $ | -92.026.392 $ | -88,2 % | |||
| Timmons Wealth Management, LLC | 12.343.871 $ | |||||||||||
| Evolution Advisers, Inc. | 12.337.000 $ | +1.006.000 $ | +8,9 % | 11.331.000 $ | +674.000 $ | +6,3 % | 10.657.000 $ | +402.000 $ | +3,9 % | |||
| RHL GROUP, LLC | 6.917.951 $ | -5.401.344 $ | -43,8 % | 12.319.295 $ | +6.150.035 $ | +99,7 % | 6.169.260 $ | |||||
| Strategic Family Wealth Counselors, L.L.C. | 12.315.074 $ | +295.911 $ | +2,5 % | 12.019.163 $ | +1.328.854 $ | +12,4 % | 10.690.309 $ | +2.246.310 $ | +26,6 % | |||
| Addison Capital Co | 12.250.922 $ | -50.440 $ | -0,4 % | 12.301.362 $ | +5.463.631 $ | +79,9 % | 6.837.731 $ | +534.662 $ | +8,5 % | |||
| Hofer & Associates. Inc | 12.293.908 $ | +633.254 $ | +5,4 % | 11.660.654 $ | +363.717 $ | +3,2 % | 11.296.937 $ | +575.165 $ | +5,4 % | |||
| Buska Wealth Management, LLC | 9.871.272 $ | -2.371.477 $ | -19,4 % | 12.242.749 $ | +2.673.130 $ | +27,9 % | 9.569.619 $ | +1.672.553 $ | +21,2 % | 7.897.066 $ | +855.595 $ | +12,2 % |
| Hillcrest Wealth Advisors - NY, LLC | 12.223.408 $ | +645.713 $ | +5,6 % | 11.577.695 $ | +1.344.416 $ | +13,1 % | 10.233.279 $ | +2.907.666 $ | +39,7 % | 7.325.613 $ | +544.665 $ | +8,0 % |
| KINGSWOOD WEALTH ADVISORS, LLC | 12.186.238 $ | +1.705.436 $ | +16,3 % | 10.480.802 $ | +1.177.535 $ | +12,7 % | 9.303.267 $ | +2.009.005 $ | +27,5 % | |||
| Allied Investment Advisors, LLC | 549.402 $ | -11.574.985 $ | -95,5 % | 12.124.387 $ | ||||||||
| Western Wealth Management, LLC | 12.094.070 $ | +1.184.504 $ | +10,9 % | 10.909.566 $ | +3.158.490 $ | +40,7 % | 7.751.076 $ | -47.654 $ | -0,6 % | |||
| First Bancorp, Inc /ME/ | 12.041.205 $ | +1.408.034 $ | +13,2 % | 10.633.171 $ | -328.608 $ | -3,0 % | 10.961.779 $ | +797.286 $ | +7,8 % | |||
| Aberdeen Wealth Management LLC | 10.574.709 $ | -1.447.474 $ | -12,0 % | 12.022.183 $ | +42.060 $ | +0,4 % | 11.980.123 $ | +39.683 $ | +0,3 % | |||
| Seven Springs Wealth Group, LLC | 11.492.691 $ | -526.137 $ | -4,4 % | 12.018.828 $ | +11.646.810 $ | +3.130,7 % | 372.018 $ | -707.086 $ | -65,5 % | |||
| Financial & Tax Architects, LLC | 11.971.082 $ | +2.408.089 $ | +25,2 % | 9.562.993 $ | +2.248.843 $ | +30,7 % | 7.314.150 $ | +730.255 $ | +11,1 % | 6.583.895 $ | -7.084.388 $ | -51,8 % |
| Sage Financial Management Group, Inc. | 11.930.880 $ | +615.834 $ | +5,4 % | 11.315.046 $ | +78.416 $ | +0,7 % | 11.236.630 $ | +247.172 $ | +2,2 % | |||
| TSG Advice Partners, LLC | 11.885.126 $ | |||||||||||
| Embree Financial Group | 11.792.495 $ | -90.005 $ | -0,8 % | 11.882.500 $ | +556.489 $ | +4,9 % | 11.326.011 $ | +419.614 $ | +3,8 % | 10.906.397 $ | +23.859 $ | +0,2 % |
| Asset Advisory Group, Inc. | 11.832.728 $ | -42.202 $ | -0,4 % | 11.874.930 $ | +699.678 $ | +6,3 % | 11.175.252 $ | +1.399.648 $ | +14,3 % | 9.775.604 $ | ||
| ARVEST INVESTMENTS, INC. | 10.421.334 $ | -1.451.608 $ | -12,2 % | 11.872.942 $ | +1.515.065 $ | +14,6 % | 10.357.877 $ | +217.379 $ | +2,1 % | 10.140.498 $ | -233.089 $ | -2,2 % |
| Tide Cove Capital Partners LLC | 11.866.453 $ | +27.929 $ | +0,2 % | 11.838.524 $ | +2.724 $ | +0,0 % | 11.835.800 $ | +643.475 $ | +5,7 % | |||
| Encompass More Asset Management | 1.224.618 $ | -10.604.520 $ | -89,6 % | 11.829.138 $ | +10.746.768 $ | +992,9 % | 1.082.370 $ | |||||
| Indivisible Partners | 11.723.179 $ | -78.343 $ | -0,7 % | 11.801.522 $ | +2.026.557 $ | +20,7 % | 9.774.965 $ | |||||
| Brooklyn FI, LLC | 11.791.695 $ | +1.859.303 $ | +18,7 % | 9.932.392 $ | +865.389 $ | +9,5 % | 9.067.003 $ | +686.466 $ | +8,2 % | |||
| Pinnacle Wealth Management Group, Inc. | 11.775.804 $ | +4.349.040 $ | +58,6 % | 7.426.764 $ | +28.020 $ | +0,4 % | 7.398.744 $ | -1.093.263 $ | -12,9 % | 8.492.007 $ | +206.091 $ | +2,5 % |
| IVY LANE CAPITAL MANAGEMENT, LLC | 9.615.600 $ | -963.210 $ | -9,1 % | 10.578.810 $ | -1.194.930 $ | -10,1 % | 11.773.740 $ | -1.050.830 $ | -8,2 % | |||
| Coign Capital Advisors LLC | 11.772.262 $ | +1.355.872 $ | +13,0 % | 10.416.390 $ | +63.925 $ | +0,6 % | 10.352.465 $ | -105.276 $ | -1,0 % | |||
| Analyst IMS Investment Management Services Ltd. | 11.765.000 $ | |||||||||||
| Miller Capital Partners, Inc. | 11.749.507 $ | +802.955 $ | +7,3 % | 10.946.552 $ | +257.521 $ | +2,4 % | 10.689.031 $ | |||||
| HARBOR ADVISORY CORP /MA/ | 11.721.737 $ | +1.592.423 $ | +15,7 % | 10.129.314 $ | +275.476 $ | +2,8 % | 9.853.838 $ | -27.562 $ | -0,3 % | |||
| Cooper Financial Group | 11.707.150 $ | +30.244 $ | +0,3 % | 11.676.906 $ | +1.848.515 $ | +18,8 % | 9.828.391 $ | -707.821 $ | -6,7 % | 10.536.212 $ | +12.706 $ | +0,1 % |
| PRIVATE TRUST CO NA | 11.691.099 $ | +997.838 $ | +9,3 % | 10.693.261 $ | +432.820 $ | +4,2 % | 10.260.441 $ | +2.555.659 $ | +33,2 % | 7.704.782 $ | +87.202 $ | +1,1 % |
| Main Street Financial Solutions, LLC | 9.260.873 $ | +1.815.518 $ | +24,4 % | 7.445.355 $ | -4.222.870 $ | -36,2 % | 11.668.225 $ | -4.779.174 $ | -29,1 % | |||
| David Kennon Inc | 11.634.131 $ | +189.405 $ | +1,7 % | 11.444.726 $ | +617.022 $ | +5,7 % | 10.827.704 $ | +7.604.823 $ | +236,0 % | 3.222.881 $ | +121.372 $ | +3,9 % |
| Alhambra Investment Management LLC | 7.915.855 $ | -3.717.401 $ | -32,0 % | 11.633.256 $ | +2.433.794 $ | +26,5 % | 9.199.462 $ | +674.027 $ | +7,9 % | 8.525.435 $ | +926.974 $ | +12,2 % |
| Headlands Technologies LLC | 3.318.575 $ | -8.295.603 $ | -71,4 % | 11.614.178 $ | +5.458.598 $ | +88,7 % | 6.155.580 $ | +3.673.629 $ | +148,0 % | |||
| CMH Wealth Management LLC | 8.580.630 $ | -1.344.487 $ | -13,5 % | 9.925.117 $ | -1.671.466 $ | -14,4 % | 11.596.583 $ | +1.292.318 $ | +12,5 % | 10.304.265 $ | +476.768 $ | +4,9 % |
| STOLZ & ASSOCIATES, PS | 11.586.538 $ | +721.613 $ | +6,6 % | 10.864.925 $ | +1.021.452 $ | +10,4 % | 9.843.473 $ | |||||
| Legend Financial Advisors, Inc. | 11.583.645 $ | +1.430.489 $ | +14,1 % | 10.153.156 $ | +593.095 $ | +6,2 % | 9.560.061 $ | +360.239 $ | +3,9 % | |||
| Heritage Trust Co | 11.573.298 $ | +552.970 $ | +5,0 % | 11.020.328 $ | +682.700 $ | +6,6 % | 10.337.628 $ | +5.082.181 $ | +96,7 % | |||
| KOM Wealth Management Group, LLC | 11.569.335 $ | |||||||||||
| Stanich Group LLC | 11.562.647 $ | +2.396.556 $ | +26,1 % | |||||||||
| BLUELINE ADVISORS LLC | 9.490.722 $ | -454.949 $ | -4,6 % | 9.945.671 $ | -94.361 $ | -0,9 % | 10.040.032 $ | -1.521.202 $ | -13,2 % | 11.561.234 $ | ||
| Main Line Retirement Advisors, LLC | 11.548.057 $ | +497.681 $ | +4,5 % | 11.050.376 $ | +3.720.360 $ | +50,8 % | 7.330.016 $ | +21.747 $ | +0,3 % | 7.308.269 $ | ||
| PKS Advisory Services, LLC | 11.516.398 $ | +6.908.504 $ | +149,9 % | 4.607.894 $ | +317.526 $ | +7,4 % | 4.290.368 $ | +172.548 $ | +4,2 % | |||
| Monument Capital Management | 6.596.326 $ | +80.840 $ | +1,2 % | 6.515.486 $ | +1.646.367 $ | +33,8 % | 4.869.119 $ | -6.642.149 $ | -57,7 % | 11.511.268 $ | +6.286.580 $ | +120,3 % |
| Echo45 Advisors LLC | 11.497.996 $ | +264.180 $ | +2,4 % | 11.233.816 $ | +638.352 $ | +6,0 % | 10.595.464 $ | +295.738 $ | +2,9 % | 10.299.726 $ | +931.335 $ | +9,9 % |
| AJ Advisors, LLC | 11.475.017 $ | +429.293 $ | +3,9 % | 11.045.724 $ | +261.130 $ | +2,4 % | 10.784.594 $ | +677.046 $ | +6,7 % | |||
| First Western Trust Bank | 11.371.046 $ | +1.594.895 $ | +16,3 % | 9.776.151 $ | +540.918 $ | +5,9 % | 9.235.233 $ | +374.708 $ | +4,2 % | |||
| Calder Financial LLC | 8.133.686 $ | -31.816 $ | -0,4 % | 8.165.502 $ | -3.151.349 $ | -27,8 % | 11.316.851 $ | +246.925 $ | +2,2 % | 11.069.926 $ | ||
| Leading Edge Financial Planning LLC | 11.315.686 $ | +759.722 $ | +7,2 % | 10.555.964 $ | +600.801 $ | +6,0 % | 9.955.163 $ | +949.287 $ | +10,5 % | |||
| Prepared Retirement Institute LLC | 11.314.571 $ | +1.646.425 $ | +17,0 % | 9.668.146 $ | +384.944 $ | +4,1 % | 9.283.202 $ | +832.596 $ | +9,9 % | |||
| BROWN BROTHERS HARRIMAN & CO | 11.296.763 $ | +991.171 $ | +9,6 % | 10.305.592 $ | -194.609 $ | -1,9 % | 10.500.201 $ | +706.351 $ | +7,2 % | |||
| Lynx Investment Advisory | 11.269.105 $ | +7.176.056 $ | +175,3 % | 4.093.049 $ | +1.448.651 $ | +54,8 % | 2.644.398 $ | +272.921 $ | +11,5 % | |||
| Ashton Thomas Private Wealth, LLC | 11.244.735 $ | +843.649 $ | +8,1 % | 10.401.086 $ | -387.059 $ | -3,6 % | 10.788.145 $ | +739.643 $ | +7,4 % | |||
| Auour Investments LLC | 11.238.062 $ | +924.840 $ | +9,0 % | 10.313.222 $ | -385.549 $ | -3,6 % | 10.698.771 $ | +97.329 $ | +0,9 % | |||
| Deane Retirement Strategies, Inc. | 8.963 $ | -11.220.707 $ | -99,9 % | 11.229.670 $ | +285.782 $ | +2,6 % | ||||||
| Cordoba Advisory Partners LLC | 7.797.747 $ | -3.376.826 $ | -30,2 % | 11.174.573 $ | +582.154 $ | +5,5 % | 10.592.419 $ | +555.035 $ | +5,5 % | 10.037.384 $ | ||
| Meredith Wealth Planning | 11.148.419 $ | +10.327.071 $ | +1.257,3 % | 821.348 $ | -15.970 $ | -1,9 % | 837.318 $ | -102.337 $ | -10,9 % | 939.655 $ | +17.128 $ | +1,9 % |
| VISTA INVESTMENT MANAGEMENT | 11.123.359 $ | +369.240 $ | +3,4 % | 10.754.119 $ | -369 $ | -0,0 % | 10.754.488 $ | +1.346.147 $ | +14,3 % | |||
| Cherry Tree Wealth Management, LLC | 9.993.279 $ | -951.123 $ | -8,7 % | 10.944.402 $ | -159.093 $ | -1,4 % | 11.103.495 $ | +109.746 $ | +1,0 % | 10.993.749 $ | -2.210 $ | -0,0 % |
| Roble, Belko & Company, Inc | 11.103.000 $ | +2.800.000 $ | +33,7 % | 8.303.000 $ | +2.631.000 $ | +46,4 % | 5.672.000 $ | +1.058.000 $ | +22,9 % | |||
| MONEY CONCEPTS CAPITAL CORP | 11.092.845 $ | +2.588.660 $ | +30,4 % | 8.504.185 $ | +1.021.722 $ | +13,7 % | 7.482.463 $ | +2.190.204 $ | +41,4 % | |||
| Trivium Point Advisory, LLC | 11.087.151 $ | +8.178.130 $ | +281,1 % | 2.909.021 $ | -6.833.570 $ | -70,1 % | 9.742.591 $ | +1.074.948 $ | +12,4 % | |||
| Uniting Wealth Partners, LLC | 11.080.238 $ | +534.496 $ | +5,1 % | 10.545.742 $ | +2.505.820 $ | +31,2 % | ||||||
| Unconventional Investor, LLC | 9.504.902 $ | -1.497.725 $ | -13,6 % | 11.002.627 $ | +1.260.794 $ | +12,9 % | 9.741.833 $ | +3.766.926 $ | +63,0 % | |||
| LifeWealth Investments, LLC | 9.785.424 $ | -1.215.712 $ | -11,1 % | 11.001.136 $ | +1.852.404 $ | +20,2 % | 9.148.732 $ | -93.331 $ | -1,0 % | 9.242.063 $ | -7.257.604 $ | -44,0 % |
| North Ridge Wealth Advisors, Inc. | 10.992.487 $ | +765.749 $ | +7,5 % | 10.226.738 $ | -360.592 $ | -3,4 % | ||||||
| CRA Financial Services, LLC | 9.923.669 $ | -1.050.813 $ | -9,6 % | 10.974.482 $ | +913.792 $ | +9,1 % | 10.060.690 $ | +172.416 $ | +1,7 % | 9.888.274 $ | +1.340.385 $ | +15,7 % |
| Lakewood Asset Management LLC | 10.970.953 $ | +4.136.159 $ | +60,5 % | 6.834.794 $ | +1.316.475 $ | +23,9 % | 5.518.319 $ | +2.939.057 $ | +113,9 % | |||
| ONTARIO TEACHERS PENSION PLAN BOARD | 10.966.935 $ | |||||||||||
| KLINGENSTEIN FIELDS & CO LP | 10.943.476 $ | +1.163.187 $ | +11,9 % | 9.780.289 $ | +238.620 $ | +2,5 % | 9.541.669 $ | +7.685.366 $ | +414,0 % | |||
| Frisco Financial Planning LLC | 9.971.060 $ | -353.381 $ | -3,4 % | 10.324.441 $ | -606.973 $ | -5,6 % | 10.931.414 $ | +129.367 $ | +1,2 % | 10.802.047 $ | +110.850 $ | +1,0 % |
| Accretive Wealth Partners, LLC | 10.901.456 $ | +4.843.837 $ | +80,0 % | 6.057.619 $ | -512.096 $ | -7,8 % | 6.569.715 $ | +897.751 $ | +15,8 % | |||
| Operose Advisors LLC | 10.480.196 $ | +2.059.783 $ | +24,5 % | 8.420.413 $ | -2.479.404 $ | -22,7 % | 10.899.817 $ | +5.858.438 $ | +116,2 % | |||
| Braun-Bostich & Associates Inc. | 10.873.020 $ | +25.142 $ | +0,2 % | 10.847.878 $ | +469.056 $ | +4,5 % | 10.378.822 $ | -396.494 $ | -3,7 % | 10.775.316 $ | +230.531 $ | +2,2 % |
| Kentucky Retirement Systems | 10.869.000 $ | |||||||||||
| Investments & Financial Planning, LLC | 9.881.014 $ | -893.560 $ | -8,3 % | 10.774.574 $ | -91.361 $ | -0,8 % | 10.865.935 $ | +3.941.399 $ | +56,9 % | |||
| New Insight Wealth Advisors | 10.806.956 $ | +831.766 $ | +8,3 % | 9.975.190 $ | -869.636 $ | -8,0 % | 10.844.826 $ | -888.007 $ | -7,6 % | |||
| Crabel Capital Management, LLC | 10.844.122 $ | +1.347.504 $ | +14,2 % | 9.496.618 $ | +107.217 $ | +1,1 % | ||||||
| Winthrop Capital Management, LLC | 10.002.000 $ | -19.000 $ | -0,2 % | 10.021.000 $ | -790.000 $ | -7,3 % | 10.811.000 $ | -186.000 $ | -1,7 % | |||
| INSIGNEO ADVISORY SERVICES, LLC | 10.807.122 $ | +2.344.628 $ | +27,7 % | 8.462.494 $ | -117.153 $ | -1,4 % | 8.579.647 $ | +2.883.479 $ | +50,6 % | |||
| INTEGRITY ALLIANCE, LLC. | 8.150.914 $ | +1.914.421 $ | +30,7 % | 6.236.493 $ | -4.553.349 $ | -42,2 % | 10.789.842 $ | +5.516.540 $ | +104,6 % | |||
| CWC Advisors, LLC. | 8.428.179 $ | -2.344.516 $ | -21,8 % | 10.772.695 $ | +176.969 $ | +1,7 % | 10.595.726 $ | +737.338 $ | +7,5 % | 9.858.388 $ | -5.381.869 $ | -35,3 % |
| Mokosak Advisory Group, LLC | 10.124.488 $ | -632.964 $ | -5,9 % | 10.757.452 $ | +1.084.456 $ | +11,2 % | 9.672.996 $ | +401.797 $ | +4,3 % | 9.271.199 $ | +563.019 $ | +6,5 % |
| HORAN Wealth, LLC | 10.746.858 $ | +416.574 $ | +4,0 % | 10.330.284 $ | +1.544.465 $ | +17,6 % | 8.785.819 $ | +1.271.412 $ | +16,9 % | |||
| Darrow Company, Inc. | 10.736.756 $ | +1.000.984 $ | +10,3 % | 9.735.772 $ | -766.110 $ | -7,3 % | 10.501.882 $ | +59.070 $ | +0,6 % | |||
| Financial Gravity Companies, Inc. | 10.707.198 $ | |||||||||||
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 10.706.118 $ | +1.031.758 $ | +10,7 % | 9.674.360 $ | -561.813 $ | -5,5 % | 10.236.173 $ | -507.383 $ | -4,7 % | |||
| HIGHLAND CAPITAL MANAGEMENT, LLC | 1.667.153 $ | +568.801 $ | +51,8 % | 1.098.352 $ | -9.595.544 $ | -89,7 % | 10.693.896 $ | +344.475 $ | +3,3 % | |||
| RAELIPSKIE PARTNERSHIP | 10.692.966 $ | +1.291.789 $ | +13,7 % | 9.401.177 $ | +298.862 $ | +3,3 % | 9.102.315 $ | +743.366 $ | +8,9 % | |||
| FIDUCIARY ADVISORS, INC. | 10.684.084 $ | +67.541 $ | +0,6 % | 10.616.543 $ | +901.232 $ | +9,3 % | 9.715.311 $ | +86.486 $ | +0,9 % | 9.628.825 $ | +295.749 $ | +3,2 % |
| Destination Wealth Management | 10.664.552 $ | +1.344.534 $ | +14,4 % | 9.320.018 $ | -402.257 $ | -4,1 % | 9.722.275 $ | +130.519 $ | +1,4 % | |||
| Investors Research Corp | 10.659.873 $ | +55.250 $ | +0,5 % | 10.604.623 $ | +1.497.440 $ | +16,4 % | 9.107.183 $ | +5.611 $ | +0,1 % | 9.101.572 $ | +746.895 $ | +8,9 % |
| Redhawk Wealth Advisors, Inc. | 6.501.994 $ | -634.302 $ | -8,9 % | 7.136.296 $ | -1.648.325 $ | -18,8 % | 8.784.621 $ | -1.874.762 $ | -17,6 % | 10.659.383 $ | +2.849.437 $ | +36,5 % |
| Belvedere Trading LLC | 9.489.971 $ | +2.722.317 $ | +40,2 % | 6.767.654 $ | -3.888.184 $ | -36,5 % | 10.655.838 $ | -419.986 $ | -3,8 % | |||
| Daiwa Securities Group Inc. | 10.651.847 $ | +20.007 $ | +0,2 % | 10.631.840 $ | +842.840 $ | +8,6 % | 9.789.000 $ | +198.000 $ | +2,1 % | |||
| Myriad Asset Management Advisors LLC | 10.639.000 $ | +6.349.688 $ | +148,0 % | 4.289.312 $ | ||||||||
| Bulwark Capital Corp | 2.642.529 $ | -803.892 $ | -23,3 % | 3.446.421 $ | -98.989 $ | -2,8 % | 3.545.410 $ | -7.090.545 $ | -66,7 % | 10.635.955 $ | +90.911 $ | +0,9 % |
| LeConte Wealth Management, LLC | 6.720.202 $ | -3.527.439 $ | -34,4 % | 10.247.641 $ | -77.773 $ | -0,8 % | 10.325.414 $ | -309.191 $ | -2,9 % | 10.634.605 $ | -1.065.390 $ | -9,1 % |
| COMPASS CAPITAL CORP /MA/ /ADV | 10.624.376 $ | +297.770 $ | +2,9 % | 10.326.606 $ | -56 $ | -0,0 % | 10.326.662 $ | +1.052.815 $ | +11,4 % | |||
| Transamerica Financial Advisors, LLC | 9.463.483 $ | -852.534 $ | -8,3 % | 10.316.017 $ | -293.659 $ | -2,8 % | 10.609.676 $ | -832.752 $ | -7,3 % | |||
| Centennial Bank/AR/ | 10.602.064 $ | +2.320.086 $ | +28,0 % | 8.281.978 $ | +5.340.116 $ | +181,5 % | 2.941.862 $ | +246.314 $ | +9,1 % | |||
| KINTRA WEALTH, LLC | 10.586.868 $ | +1.243.934 $ | +13,3 % | 9.342.934 $ | +8.078.735 $ | +639,0 % | 1.264.199 $ | |||||
| Englebert Financial Advisers, LLC | 9.604.125 $ | -324.929 $ | -3,3 % | 9.929.054 $ | -655.346 $ | -6,2 % | 10.584.400 $ | +1.907.881 $ | +22,0 % | 8.676.519 $ | ||
| OneAscent Investment Solutions LLC | 10.523.496 $ | -47.295 $ | -0,4 % | 10.570.791 $ | +356.510 $ | +3,5 % | 10.214.281 $ | -36.449 $ | -0,4 % | |||
| Entruity Wealth, LLC | 10.495.580 $ | |||||||||||
| Ramiah Investment Group | 9.564.993 $ | -927.786 $ | -8,8 % | 10.492.779 $ | +1.120.920 $ | +12,0 % | 9.371.859 $ | +223.418 $ | +2,4 % | 9.148.441 $ | +903.636 $ | +11,0 % |
| Private Advisory Group LLC | 10.484.892 $ | +7.441.003 $ | +244,5 % | 3.043.889 $ | ||||||||
| Transcendent Capital Group LLC | 10.429.719 $ | +428.554 $ | +4,3 % | 10.001.165 $ | -92.211 $ | -0,9 % | 10.093.376 $ | +147.100 $ | +1,5 % | |||
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 10.423.873 $ | +1.168.837 $ | +12,6 % | 9.255.036 $ | +236.295 $ | +2,6 % | 9.018.741 $ | -162.625 $ | -1,8 % | |||
| SUCCESSION FINANCIAL, INC. | 8.158.605 $ | -2.262.693 $ | -21,7 % | 10.421.298 $ | ||||||||
| VCI Wealth Management LLC | 10.324.426 $ | -89.499 $ | -0,9 % | 10.413.925 $ | +953.264 $ | +10,1 % | 9.460.661 $ | +766.503 $ | +8,8 % | |||
| Minot DeBlois Advisors LLC | 9.888.085 $ | -509.256 $ | -4,9 % | 10.397.341 $ | -6.293 $ | -0,1 % | 10.403.634 $ | +306.277 $ | +3,0 % | |||
| JT Stratford LLC | 10.397.156 $ | +131.353 $ | +1,3 % | 10.265.803 $ | +318.607 $ | +3,2 % | 9.947.196 $ | -5.105.560 $ | -33,9 % | |||
| Five Pine Wealth Management | 9.578.874 $ | -810.294 $ | -7,8 % | 10.389.168 $ | +317.521 $ | +3,2 % | 10.071.647 $ | +2.294.938 $ | +29,5 % | 7.776.709 $ | +732.922 $ | +10,4 % |
| Climber Capital SA | 9.888.985 $ | -488.763 $ | -4,7 % | 10.377.748 $ | +1.006.261 $ | +10,7 % | 9.371.487 $ | -893.056 $ | -8,7 % | 10.264.543 $ | ||
| SAPIENT CAPITAL LLC | 10.113.144 $ | -261.654 $ | -2,5 % | 10.374.798 $ | +3.111.408 $ | +42,8 % | 7.263.390 $ | -14.565 $ | -0,2 % | 7.277.955 $ | +112.096 $ | +1,6 % |
| truNorth Financial Services, Inc. | 10.372.133 $ | +4.651.237 $ | +81,3 % | 5.720.896 $ | +751.070 $ | +15,1 % | 4.969.826 $ | |||||
| Litman Gregory Wealth Management LLC | 10.331.924 $ | -104.963 $ | -1,0 % | |||||||||
| Hurley Capital, LLC | 10.331.403 $ | +1.697.477 $ | +19,7 % | 8.633.926 $ | -1.627.347 $ | -15,9 % | 10.261.273 $ | -393.347 $ | -3,7 % | |||
| EPG Wealth Management LLC | 10.326.100 $ | +133.340 $ | +1,3 % | 10.192.760 $ | +64.028 $ | +0,6 % | 10.128.732 $ | +248.408 $ | +2,5 % | |||
| Guardian Wealth Management, Inc. | 10.317.310 $ | +1.499.643 $ | +17,0 % | 8.817.667 $ | +1.305.213 $ | +17,4 % | 7.512.454 $ | +1.416.586 $ | +23,2 % | |||
| Mitsubishi UFJ Asset Management (UK) Ltd. | 9.464.000 $ | -824.000 $ | -8,0 % | 10.288.000 $ | +1.699.000 $ | +19,8 % | 8.589.000 $ | +289.000 $ | +3,5 % | 8.300.000 $ | -1.399.000 $ | -14,4 % |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 9.498.103 $ | -789.882 $ | -7,7 % | 10.287.985 $ | +1.814.889 $ | +21,4 % | 8.473.096 $ | +352.470 $ | +4,3 % | 8.120.626 $ | ||
| Lotus Asset Management LLC | 10.270.606 $ | +112.768 $ | +1,1 % | 10.157.838 $ | ||||||||
| Gladwyn Financial Advisors, Inc. | 10.202.647 $ | -55.612 $ | -0,5 % | 10.258.259 $ | +881.206 $ | +9,4 % | 9.377.053 $ | +190.044 $ | +2,1 % | 9.187.009 $ | +273.428 $ | +3,1 % |
| CENTAURUS FINANCIAL, INC. | 10.257.000 $ | +1.638.000 $ | +19,0 % | 8.619.000 $ | +1.114.000 $ | +14,8 % | 7.505.000 $ | +535.000 $ | +7,7 % | |||
| Soltis Investment Advisors LLC | 10.218.527 $ | +198.724 $ | +2,0 % | 10.019.803 $ | -221.120 $ | -2,2 % | 10.240.923 $ | -127.316 $ | -1,2 % | |||
| Milestone Investment Advisors LLC | 10.230.464 $ | +388.240 $ | +3,9 % | 9.842.224 $ | +238.709 $ | +2,5 % | 9.603.515 $ | +494.734 $ | +5,4 % | |||
| Westfuller Advisors, LLC | 10.223.918 $ | +7.885.771 $ | +337,3 % | 2.338.147 $ | -97.024 $ | -4,0 % | 2.435.171 $ | -217.687 $ | -8,2 % | |||
| Councilor Wealth, LLC | 10.208.402 $ | +1.645.238 $ | +19,2 % | 8.563.164 $ | +3.212.074 $ | +60,0 % | 5.351.090 $ | |||||
| Finivi Inc. | 4.656.486 $ | -5.523.728 $ | -54,3 % | 10.180.214 $ | -14.257 $ | -0,1 % | 10.194.471 $ | +1.902.222 $ | +22,9 % | 8.292.249 $ | ||
| MFA WEALTH ADVISORS, LLC | 9.970.370 $ | -189.968 $ | -1,9 % | 10.160.338 $ | +1.843.715 $ | +22,2 % | 8.316.623 $ | +7.632.553 $ | +1.115,8 % | 684.070 $ | ||
| Cassaday & Co Wealth Management LLC | 10.155.684 $ | +1.283.588 $ | +14,5 % | 8.872.096 $ | +475.133 $ | +5,7 % | 8.396.963 $ | -240.656 $ | -2,8 % | |||
| Altiora Financial Group, LLC | 10.121.001 $ | +1.015.270 $ | +11,1 % | 9.105.731 $ | +3.628.814 $ | +66,3 % | 5.476.917 $ | +219.965 $ | +4,2 % | |||
| Values First Advisors, Inc. | 10.114.526 $ | +493.324 $ | +5,1 % | 9.621.202 $ | +137.932 $ | +1,5 % | 9.483.270 $ | +458.987 $ | +5,1 % | |||
| Strategent Financial, LLC | 10.113.470 $ | +1.858.054 $ | +22,5 % | 8.255.416 $ | +3.542.814 $ | +75,2 % | 4.712.602 $ | +1.678.619 $ | +55,3 % | |||
| PRIVATE MANAGEMENT GROUP INC | 9.853.922 $ | -241.569 $ | -2,4 % | 10.095.491 $ | +441.530 $ | +4,6 % | 9.653.961 $ | -1.386.929 $ | -12,6 % | |||
| Kathmere Capital Management, LLC | 10.088.923 $ | +399.205 $ | +4,1 % | 9.689.718 $ | +271.861 $ | +2,9 % | 9.417.857 $ | +3.735.201 $ | +65,7 % | 5.682.656 $ | +249.859 $ | +4,6 % |
| DEARBORN PARTNERS LLC | 10.088.313 $ | +6.248.242 $ | +162,7 % | 3.840.071 $ | -880.164 $ | -18,6 % | 4.720.235 $ | -372.922 $ | -7,3 % | |||
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 10.088.136 $ | +422.438 $ | +4,4 % | 9.665.698 $ | +2.185.665 $ | +29,2 % | 7.480.033 $ | +43.031 $ | +0,6 % | |||
| Segment Wealth Management, LLC | 10.082.718 $ | +1.785.415 $ | +21,5 % | 8.297.303 $ | -494.652 $ | -5,6 % | 8.791.955 $ | +223.420 $ | +2,6 % | |||
| IMZ Advisory Inc | 10.070.482 $ | +596.328 $ | +6,3 % | 9.474.154 $ | +304.927 $ | +3,3 % | 9.169.227 $ | +306.378 $ | +3,5 % | |||
| Global Endowment Management, LP | 10.028.000 $ | |||||||||||
| Sollinda Capital Management LLC | 9.664.532 $ | +154.826 $ | +1,6 % | 9.509.706 $ | -511.394 $ | -5,1 % | 10.021.100 $ | -719.025 $ | -6,7 % | |||
| Axis Wealth Partners, LLC | 10.007.144 $ | +1.314.611 $ | +15,1 % | 8.692.533 $ | -164.801 $ | -1,9 % | 8.857.334 $ | +1.465.684 $ | +19,8 % | |||
| F/m Investments LLC | 9.994.476 $ | +1.580.427 $ | +18,8 % | 8.414.049 $ | -570.385 $ | -6,3 % | 8.984.434 $ | +219.031 $ | +2,5 % | |||
| Sharper & Granite LLC | 9.979.908 $ | +1.132.187 $ | +12,8 % | 8.847.721 $ | +1.577.541 $ | +21,7 % | 7.270.180 $ | +112.608 $ | +1,6 % | |||
| Holos Integrated Wealth LLC | 9.972.122 $ | +2.030.743 $ | +25,6 % | 7.941.379 $ | +1.016.007 $ | +14,7 % | 6.925.372 $ | +6.885.507 $ | +17.272,1 % | |||
| Financial Gravity Asset Management, Inc. | 9.970.129 $ | +37.498 $ | +0,4 % | 9.932.631 $ | +171.751 $ | +1,8 % | ||||||
| Graetz Wealth LLC | 9.969.956 $ | +720.384 $ | +7,8 % | 9.249.572 $ | -625.799 $ | -6,3 % | 9.875.371 $ | |||||
| Coastline Trust Co | 8.988.798 $ | -975.594 $ | -9,8 % | 9.964.392 $ | +1.117.282 $ | +12,6 % | 8.847.110 $ | -233.056 $ | -2,6 % | 9.080.166 $ | -221.281 $ | -2,4 % |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9.919.941 $ | -42.880 $ | -0,4 % | 9.962.821 $ | +204.338 $ | +2,1 % | 9.758.483 $ | +685.768 $ | +7,6 % | 9.072.715 $ | +684.958 $ | +8,2 % |
| CULBERTSON A N & CO INC | 9.910.555 $ | +1.103.806 $ | +12,5 % | 8.806.749 $ | +152.394 $ | +1,8 % | 8.654.355 $ | -172.413 $ | -2,0 % | 8.826.768 $ | -26.709 $ | -0,3 % |
| Global Assets Advisory, LLC | 9.809.851 $ | +9.573.908 $ | +4.057,7 % | 235.943 $ | -8.747.477 $ | -97,4 % | 8.983.420 $ | +1.540.547 $ | +20,7 % | |||
| Financial Advisory Corp | 9.171.356 $ | -631.937 $ | -6,4 % | 9.803.293 $ | +1.395.126 $ | +16,6 % | 8.408.167 $ | +345.259 $ | +4,3 % | 8.062.908 $ | -108.955 $ | -1,3 % |
| LBJ Family Wealth Advisors, Ltd. | 9.792.000 $ | -4.000 $ | -0,0 % | 9.796.000 $ | +1.650.000 $ | +20,3 % | 8.146.000 $ | +105.000 $ | +1,3 % | 8.041.000 $ | +465.000 $ | +6,1 % |
| TWO SIGMA SECURITIES, LLC | 5.071.566 $ | -440.384 $ | -8,0 % | 5.511.950 $ | -4.282.822 $ | -43,7 % | 9.794.772 $ | +7.520.338 $ | +330,6 % | |||
| PFG Investments, LLC | 9.784.516 $ | -9.465 $ | -0,1 % | 9.793.981 $ | +804.605 $ | +9,0 % | 8.989.376 $ | -185.713 $ | -2,0 % | |||
| MorganRosel Wealth Management, LLC | 6.764.377 $ | +385.018 $ | +6,0 % | 6.379.359 $ | -3.403.218 $ | -34,8 % | 9.782.577 $ | +179.769 $ | +1,9 % | |||
| PRAIRIEVIEW WEALTH PARTNERS, LLC | 9.768.725 $ | +1.240.852 $ | +14,6 % | 8.527.873 $ | +219.545 $ | +2,6 % | 8.308.328 $ | +414.450 $ | +5,3 % | |||
| Kingdom Financial Group LLC. | 9.758.895 $ | +2.073.998 $ | +27,0 % | 7.684.897 $ | -1.493.324 $ | -16,3 % | 9.178.221 $ | +5.749.231 $ | +167,7 % | |||
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | 8.449.840 $ | -302.896 $ | -3,5 % | 8.752.736 $ | -1.005.020 $ | -10,3 % | 9.757.756 $ | -540.745 $ | -5,3 % | |||
| FLORIDA FINANCIAL ADVISORS, LLC | 9.155.371 $ | +963.336 $ | +11,8 % | 8.192.035 $ | -1.563.855 $ | -16,0 % | 9.755.890 $ | +413.031 $ | +4,4 % | |||
| Whitegate Investment Counselors, Inc. | 9.745.954 $ | +178.199 $ | +1,9 % | 9.567.755 $ | -5.599 $ | -0,1 % | 9.573.354 $ | +167.013 $ | +1,8 % | |||
| RETIREMENT CAPITAL STRATEGIES | 9.744.826 $ | +8.940.558 $ | +1.111,6 % | 804.268 $ | -20.556 $ | -2,5 % | 824.824 $ | +8.011 $ | +1,0 % | |||
| Elevation Capital Advisory, LLC | 9.723.049 $ | +8.025.024 $ | +472,6 % | 1.698.025 $ | -5.695.019 $ | -77,0 % | 7.393.044 $ | -8.233.297 $ | -52,7 % | |||
| OMNI 360 Wealth, Inc. | 9.456.119 $ | -258.415 $ | -2,7 % | 9.714.534 $ | +1.335.364 $ | +15,9 % | 8.379.170 $ | +242.563 $ | +3,0 % | 8.136.607 $ | +897.293 $ | +12,4 % |
| First Pacific Financial | 9.708.954 $ | +3.038.431 $ | +45,6 % | 6.670.523 $ | +24.181 $ | +0,4 % | 6.646.342 $ | -56.790 $ | -0,8 % | 6.703.132 $ | -47.659 $ | -0,7 % |
| Boulder Wealth Advisors, LLC | 9.706.316 $ | +5.714.117 $ | +143,1 % | 3.992.199 $ | ||||||||
| Sightline Wealth Advisors, LLC | 7.908.925 $ | -1.796.381 $ | -18,5 % | 9.705.306 $ | +401.712 $ | +4,3 % | 9.303.594 $ | +450.678 $ | +5,1 % | 8.852.916 $ | +875.975 $ | +11,0 % |
| CULLEN/FROST BANKERS, INC. | 9.678.179 $ | +6.576.223 $ | +212,0 % | 3.101.956 $ | +589.946 $ | +23,5 % | 2.512.010 $ | +84.838 $ | +3,5 % | |||
| REDW Wealth LLC | 9.666.370 $ | +1.024.894 $ | +11,9 % | 8.641.476 $ | +459.639 $ | +5,6 % | 8.181.837 $ | +70.042 $ | +0,9 % | |||
| 4WEALTH ADVISORS, INC. | 9.655.812 $ | +546.601 $ | +6,0 % | 9.109.211 $ | +307.705 $ | +3,5 % | 8.801.506 $ | +440.830 $ | +5,3 % | 8.360.676 $ | -5.519 $ | -0,1 % |
| SILVERLAKE WEALTH MANAGEMENT LLC | 8.955.851 $ | -695.445 $ | -7,2 % | 9.651.296 $ | +1.124.451 $ | +13,2 % | 8.526.845 $ | +2.461.878 $ | +40,6 % | 6.064.967 $ | +1.173.425 $ | +24,0 % |
| Divergent Planning, LLC | 9.647.937 $ | +97.460 $ | +1,0 % | |||||||||
| VERUS CAPITAL PARTNERS, LLC | 9.644.707 $ | +2.805.093 $ | +41,0 % | 6.839.614 $ | +988.197 $ | +16,9 % | 5.851.417 $ | +732.904 $ | +14,3 % | |||
| Cloud Capital Management, LLC | 9.638.000 $ | +1.758.000 $ | +22,3 % | 7.880.000 $ | +4.694.000 $ | +147,3 % | 3.186.000 $ | +63.000 $ | +2,0 % | |||
| EQ LLC | 9.615.980 $ | +1.770.398 $ | +22,6 % | 7.845.582 $ | +574.030 $ | +7,9 % | 7.271.552 $ | +243.356 $ | +3,5 % | |||
| Kera Capital Partners, Inc. | 9.584.430 $ | +2.455.259 $ | +34,4 % | 7.129.171 $ | -49.310 $ | -0,7 % | 7.178.481 $ | +1.049.360 $ | +17,1 % | |||
| Petix & Botte Co | 8.539.157 $ | -511.912 $ | -5,7 % | 9.051.069 $ | -471.844 $ | -5,0 % | 9.522.913 $ | -1.416.798 $ | -13,0 % | |||
| Junk Investment Group, LLC | 9.515.902 $ | +579.938 $ | +6,5 % | 8.935.964 $ | +1.635.900 $ | +22,4 % | 7.300.064 $ | |||||
| DEUTSCHE BANK AG\ | 9.478.543 $ | +2.072.683 $ | +28,0 % | 7.405.860 $ | -1.691.105 $ | -18,6 % | 9.096.965 $ | -3.660.445 $ | -28,7 % | |||
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 9.442.383 $ | +1.084.107 $ | +13,0 % | 8.358.276 $ | +672.154 $ | +8,7 % | 7.686.122 $ | +3.931.864 $ | +104,7 % | |||
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 9.433.493 $ | +743.162 $ | +8,6 % | |||||||||
| Landmark Wealth Management, LLC | 9.426.303 $ | +423.329 $ | +4,7 % | 9.002.974 $ | +1.813.286 $ | +25,2 % | 7.189.688 $ | +415.784 $ | +6,1 % | |||
| Parkway Wealth Management Group, LLC | 9.412.478 $ | +62.672 $ | +0,7 % | 9.349.806 $ | +902.489 $ | +10,7 % | 8.447.317 $ | -506.547 $ | -5,7 % | 8.953.864 $ | ||
| WOODMONT INVESTMENT COUNSEL LLC | 9.296.733 $ | -102.585 $ | -1,1 % | 9.399.318 $ | +109.787 $ | +1,2 % | 9.289.531 $ | -239.882 $ | -2,5 % | |||
| Curi Capital, LLC | 9.397.566 $ | +567.480 $ | +6,4 % | 8.830.086 $ | -218.206 $ | -2,4 % | 9.048.292 $ | +344.851 $ | +4,0 % | |||
| Sierra Capital LLC | 9.395.119 $ | +2.074.119 $ | +28,3 % | 7.321.000 $ | -628.000 $ | -7,9 % | 7.949.000 $ | +148.000 $ | +1,9 % | |||
| First American Bank | 9.389.709 $ | +1.380.907 $ | +17,2 % | 8.008.802 $ | +1.111.177 $ | +16,1 % | 6.897.625 $ | +5.181 $ | +0,1 % | |||
| Plancorp, LLC | 9.371.698 $ | +6.459.178 $ | +221,8 % | 2.912.520 $ | +624.757 $ | +27,3 % | 2.287.763 $ | +1.043.539 $ | +83,9 % | |||
| Greenwich Wealth Management LLC | 7.042.000 $ | -962.000 $ | -12,0 % | 8.004.000 $ | -1.357.000 $ | -14,5 % | 9.361.000 $ | +2.636.000 $ | +39,2 % | |||
| Madison Wealth Partners, Inc | 9.358.029 $ | +8.974.169 $ | +2.337,9 % | 383.860 $ | -71.768 $ | -15,8 % | 455.628 $ | |||||
| Sovereign Financial Group, Inc. | 9.355.193 $ | +564.686 $ | +6,4 % | 8.790.507 $ | +524.589 $ | +6,3 % | 8.265.918 $ | +240.616 $ | +3,0 % | |||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 9.332.748 $ | +1.246.562 $ | +15,4 % | 8.086.186 $ | +253.848 $ | +3,2 % | 7.832.338 $ | +155.498 $ | +2,0 % | |||
| VestGen Advisors, LLC | 9.084.452 $ | -227.590 $ | -2,4 % | 9.312.042 $ | +1.907.900 $ | +25,8 % | 7.404.142 $ | +5.010.262 $ | +209,3 % | |||
| D. E. Shaw & Co., Inc. | 9.304.487 $ | +5.568.201 $ | +149,0 % | 3.736.286 $ | -1.359.709.368 $ | -99,7 % | ||||||
| Columbus Macro, LLC | 9.282.203 $ | +4.524.598 $ | +95,1 % | 4.757.605 $ | -78.902 $ | -1,6 % | 4.836.507 $ | -58.775 $ | -1,2 % | 4.895.282 $ | -34.535 $ | -0,7 % |
| ASHTON THOMAS SECURITIES, LLC | 9.165.205 $ | +4.768 $ | +0,1 % | 9.160.437 $ | -114.260 $ | -1,2 % | 9.274.697 $ | +480.439 $ | +5,5 % | |||
| AGF MANAGEMENT LTD | 8.052.949 $ | -893.091 $ | -10,0 % | 8.946.040 $ | -307.334 $ | -3,3 % | 9.253.374 $ | +83.515 $ | +0,9 % | |||
| WASHINGTON TRUST Co | 8.374.112 $ | -208.127 $ | -2,4 % | 8.582.239 $ | -608.757 $ | -6,6 % | 9.190.996 $ | -8.175 $ | -0,1 % | 9.199.171 $ | -67.060 $ | -0,7 % |
| CAMBIENT FAMILY OFFICE, LLC | 9.177.230 $ | +119.966 $ | +1,3 % | 9.057.264 $ | +2.359.256 $ | +35,2 % | 6.698.008 $ | |||||
| Pinnacle Bancorp, Inc. | 9.169.688 $ | +779.450 $ | +9,3 % | 8.390.238 $ | +500.560 $ | +6,3 % | 7.889.678 $ | +255.612 $ | +3,3 % | 7.634.066 $ | +20.244 $ | +0,3 % |
| Stonehage Fleming Financial Services Holdings Ltd | 9.162.106 $ | +551.725 $ | +6,4 % | 8.610.381 $ | +2.805.097 $ | +48,3 % | 5.805.284 $ | -2.445.424 $ | -29,6 % | |||
| WEALTHSPAN PARTNERS, LLC | 8.812.396 $ | -325.788 $ | -3,6 % | 9.138.184 $ | -20.004 $ | -0,2 % | 9.158.188 $ | +1.738.305 $ | +23,4 % | |||
| ENDEAVOR PRIVATE WEALTH, INC. | 7.145.205 $ | -37.647 $ | -0,5 % | 7.182.852 $ | -1.951.850 $ | -21,4 % | 9.134.702 $ | +265.982 $ | +3,0 % | |||
| Fort Vancouver Investment Management, LLC | 8.453.128 $ | +102.905 $ | +1,2 % | 8.350.223 $ | -739.208 $ | -8,1 % | 9.089.431 $ | +172.360 $ | +1,9 % | |||
| Andina Capital Management, LLC | 3.517.899 $ | +544.585 $ | +18,3 % | 2.973.314 $ | -3.049.372 $ | -50,6 % | 6.022.686 $ | -3.060.779 $ | -33,7 % | 9.083.465 $ | +47.724 $ | +0,5 % |
| GUIDANCE CAPITAL, INC | 6.999.923 $ | +213.580 $ | +3,1 % | 6.786.343 $ | -2.277.978 $ | -25,1 % | 9.064.321 $ | +447.687 $ | +5,2 % | |||
| MY Wealth Management Inc. | 9.063.287 $ | +4.347.080 $ | +92,2 % | 4.716.207 $ | +4.474.995 $ | +1.855,2 % | 241.212 $ | |||||
| BankPlus Wealth Management LLC | 9.049.613 $ | +991.271 $ | +12,3 % | 8.058.342 $ | ||||||||
| Symphony Financial, Ltd. Co. | 9.030.391 $ | +883.801 $ | +10,8 % | 8.146.590 $ | +1.561.863 $ | +23,7 % | 6.584.727 $ | +217.900 $ | +3,4 % | 6.366.827 $ | +690.846 $ | +12,2 % |
| Baron Wealth Management LLC | 9.019.765 $ | +2.483.535 $ | +38,0 % | 6.536.230 $ | +2.788.905 $ | +74,4 % | 3.747.325 $ | +3.519.796 $ | +1.547,0 % | |||
| Allegheny Financial Group | 8.996.646 $ | +1.648.959 $ | +22,4 % | 7.347.687 $ | -10.197 $ | -0,1 % | 7.357.884 $ | +890.590 $ | +13,8 % | |||
| J.E. Simmons & Co., P.C. | 532.978 $ | -8.450.241 $ | -94,1 % | 8.983.219 $ | ||||||||
| Midwest Financial Network, LLC | 2.747.348 $ | -3.383.891 $ | -55,2 % | 6.131.239 $ | -452.776 $ | -6,9 % | 6.584.015 $ | -2.389.395 $ | -26,6 % | 8.973.410 $ | +127.976 $ | +1,4 % |
| D.B. Root & Company, LLC | 7.032.668 $ | -1.924.607 $ | -21,5 % | 8.957.275 $ | +3.367.204 $ | +60,2 % | 5.590.071 $ | +2.760.972 $ | +97,6 % | |||
| Goldstone Financial Group, LLC | 7.581.158 $ | -1.178.569 $ | -13,5 % | 8.759.727 $ | -192.296 $ | -2,1 % | 8.952.023 $ | +297.231 $ | +3,4 % | |||
| GEM Asset Management, LLC | 8.693.277 $ | -224.161 $ | -2,5 % | 8.917.438 $ | +765.743 $ | +9,4 % | 8.151.695 $ | +108.340 $ | +1,3 % | 8.043.355 $ | +1.318.321 $ | +19,6 % |
| ONE Advisory Partners, LLC | 405.647 $ | -8.503.599 $ | -95,4 % | 8.909.246 $ | +771.701 $ | +9,5 % | 8.137.545 $ | +396.719 $ | +5,1 % | 7.740.826 $ | -8.779 $ | -0,1 % |
| Spire Wealth Management | 8.909.142 $ | +780.786 $ | +9,6 % | 8.128.356 $ | +108.904 $ | +1,4 % | 8.019.452 $ | +279.138 $ | +3,6 % | |||
| Madison Asset Management, LLC | 1.271.553 $ | -5.914.457 $ | -82,3 % | 7.186.010 $ | -1.710.609 $ | -19,2 % | 8.896.619 $ | -1.577.778 $ | -15,1 % | |||
| Forum Private Client Group LLC | 8.895.199 $ | +1.792.322 $ | +25,2 % | 7.102.877 $ | +395.689 $ | +5,9 % | 6.707.188 $ | +1.382.372 $ | +26,0 % | |||
| Arete Wealth Advisors, LLC | 6.416.207 $ | -2.470.127 $ | -27,8 % | 8.886.334 $ | +587.483 $ | +7,1 % | 8.298.851 $ | +562.851 $ | +7,3 % | |||
| Guardian Wealth Management, LLC | 8.669.169 $ | -134.454 $ | -1,5 % | 8.803.623 $ | -75.958 $ | -0,9 % | 8.879.581 $ | +1.101.732 $ | +14,2 % | 7.777.849 $ | ||
| Gateway Wealth Partners, LLC | 5.778.385 $ | -3.086.027 $ | -34,8 % | 8.864.412 $ | +6.539.992 $ | +281,4 % | 2.324.420 $ | +1.236.084 $ | +113,6 % | |||
| Tradition Wealth Management, LLC | 8.828.740 $ | +839.081 $ | +10,5 % | 7.989.659 $ | -576.518 $ | -6,7 % | 8.566.177 $ | +171.582 $ | +2,0 % | |||
| Investment Research & Advisory Group, Inc. | 8.803.187 $ | +269.110 $ | +3,2 % | 8.534.077 $ | +716.907 $ | +9,2 % | 7.817.170 $ | -308.934 $ | -3,8 % | 8.126.104 $ | -376.038 $ | -4,4 % |
| Capasso Planning Partners LLC | 8.792.877 $ | +21.591 $ | +0,2 % | 8.771.286 $ | +221.624 $ | +2,6 % | 8.549.662 $ | +552.739 $ | +6,9 % | |||
| Odyssey Group, LLC | 8.784.062 $ | |||||||||||
| Atlantic Edge Private Wealth Management, LLC | 7.377.065 $ | -219.875 $ | -2,9 % | 7.596.940 $ | -1.017.470 $ | -11,8 % | 8.614.410 $ | -140.146 $ | -1,6 % | 8.754.556 $ | -335.983 $ | -3,7 % |
| Werba Rubin Papier Wealth Management | 8.753.078 $ | +2.687.609 $ | +44,3 % | 6.065.469 $ | +4.214.953 $ | +227,8 % | 1.850.516 $ | +1.083.296 $ | +141,2 % | |||
| Partners in Financial Planning | 8.721.196 $ | +286.035 $ | +3,4 % | 8.435.161 $ | +200.205 $ | +2,4 % | 8.234.956 $ | +753.670 $ | +10,1 % | |||
| Horizon Investments, LLC | 1.468.544 $ | -7.224.020 $ | -83,1 % | 8.692.564 $ | +7.580.391 $ | +681,6 % | 1.112.173 $ | +123.643 $ | +12,5 % | |||
| HANCOCK WHITNEY CORP | 7.064.890 $ | -193.008 $ | -2,7 % | 7.257.898 $ | -1.421.084 $ | -16,4 % | 8.678.982 $ | +770.014 $ | +9,7 % | |||
| CHESAPEAKE CAPITAL CORP /IL/ | 8.652.441 $ | +2.946.377 $ | +51,6 % | 5.706.064 $ | +2.527.437 $ | +79,5 % | 3.178.627 $ | -10.020 $ | -0,3 % | |||
| Biltmore Wealth Management, LLC | 8.620.579 $ | +521.980 $ | +6,4 % | 8.098.599 $ | -250.514 $ | -3,0 % | 8.349.113 $ | +301.952 $ | +3,8 % | 8.047.161 $ | +195.371 $ | +2,5 % |
| XTX Topco Ltd | 4.300.472 $ | -4.286.334 $ | -49,9 % | 8.586.806 $ | +4.723.069 $ | +122,2 % | 3.863.737 $ | +2.024.753 $ | +110,1 % | |||
| Coastal Bridge Advisors, LLC | 7.527.701 $ | -1.055.287 $ | -12,3 % | 8.582.988 $ | +484.817 $ | +6,0 % | 8.098.171 $ | +389.708 $ | +5,1 % | |||
| Dorsey & Whitney Trust CO LLC | 8.571.361 $ | +1.199.469 $ | +16,3 % | 7.371.892 $ | +362.939 $ | +5,2 % | 7.008.953 $ | +330.920 $ | +5,0 % | |||
| AXS Investments LLC | 8.551.447 $ | +1.317.188 $ | +18,2 % | 7.234.259 $ | -579.007 $ | -7,4 % | 7.813.266 $ | -84.099 $ | -1,1 % | |||
| Texas Capital Bank Wealth Management Services Inc | 8.508.019 $ | +2.946.808 $ | +53,0 % | 5.561.211 $ | -35.832 $ | -0,6 % | 5.597.043 $ | -738.303 $ | -11,7 % | |||
| Pacific Wealth Management | 8.507.475 $ | +385.477 $ | +4,7 % | 8.121.998 $ | +477.572 $ | +6,2 % | 7.644.426 $ | -20.571 $ | -0,3 % | 7.664.997 $ | +164.885 $ | +2,2 % |
| Inspire Advisors, LLC | 8.499.382 $ | +2.385.868 $ | +39,0 % | 6.113.514 $ | +722.883 $ | +13,4 % | 5.390.631 $ | +1.170.369 $ | +27,7 % | |||
| Aventus Investment Advisors, Inc. | 8.495.538 $ | +123.099 $ | +1,5 % | 8.372.439 $ | +1.195.135 $ | +16,7 % | 7.177.304 $ | +467.912 $ | +7,0 % | 6.709.392 $ | +389.294 $ | +6,2 % |
| SWS Partners | 8.472.832 $ | -20.308 $ | -0,2 % | 8.493.140 $ | +1.027.590 $ | +13,8 % | 7.465.550 $ | +235.822 $ | +3,3 % | |||
| Anson Capital, Inc. | 8.484.349 $ | +1.084.843 $ | +14,7 % | 7.399.506 $ | -94.452 $ | -1,3 % | 7.493.958 $ | -363.142 $ | -4,6 % | |||
| Harbour Trust & Investment Management Co | 8.421.199 $ | +568.633 $ | +7,2 % | 7.852.566 $ | +57.762 $ | +0,7 % | 7.794.804 $ | +149.579 $ | +2,0 % | |||
| SENTINEL WEALTH MANAGEMENT, INC. | 8.410.929 $ | +981.002 $ | +13,2 % | 7.429.927 $ | +383.098 $ | +5,4 % | 7.046.829 $ | +406.638 $ | +6,1 % | |||
| Good Steward Wealth Advisors,LLC | 8.399.871 $ | +866.866 $ | +11,5 % | 7.533.005 $ | +236.306 $ | +3,2 % | 7.296.699 $ | +843.359 $ | +13,1 % | |||
| Bogart Wealth, LLC | 8.377.388 $ | +1.681.160 $ | +25,1 % | 6.696.228 $ | +384.146 $ | +6,1 % | 6.312.082 $ | +147.253 $ | +2,4 % | |||
| CAPE ANN SAVINGS BANK | 8.259.860 $ | -95.086 $ | -1,1 % | 8.354.946 $ | +83.295 $ | +1,0 % | 8.271.651 $ | -144.429 $ | -1,7 % | |||
| Avant Financial Advisors LLC | 8.349.947 $ | +1.180.438 $ | +16,5 % | 7.169.509 $ | +156.051 $ | +2,2 % | 7.013.458 $ | +351.054 $ | +5,3 % | |||
| IMA Advisory Services, Inc. | 8.335.390 $ | +8.270.585 $ | +12.762,3 % | 64.805 $ | -337 $ | -0,5 % | 65.142 $ | -55.794 $ | -46,1 % | |||
| Summit Financial Consulting LLC | 5.760.969 $ | -2.553.751 $ | -30,7 % | 8.314.720 $ | +1.006.617 $ | +13,8 % | 7.308.103 $ | +6.998.739 $ | +2.262,3 % | |||
| WEIK CAPITAL MANAGEMENT | 8.300.546 $ | +3.287.356 $ | +65,6 % | 5.013.190 $ | +188.176 $ | +3,9 % | 4.825.014 $ | +691.161 $ | +16,7 % | |||
| Philip James Wealth Mangement, LLC | 5.944.528 $ | +615.748 $ | +11,6 % | 5.328.780 $ | -2.957.192 $ | -35,7 % | 8.285.972 $ | +120.622 $ | +1,5 % | |||
| Titan Investment Management LLC | 8.123.733 $ | -77.582 $ | -0,9 % | 8.201.315 $ | +508.536 $ | +6,6 % | 7.692.779 $ | +209.682 $ | +2,8 % | 7.483.097 $ | ||
| Compound Planning, Inc. | 8.181.365 $ | +1.721.292 $ | +26,6 % | 6.460.073 $ | +1.610.351 $ | +33,2 % | 4.849.722 $ | +338.753 $ | +7,5 % | |||
| Rossmore Private Capital | 8.161.564 $ | -14.297 $ | -0,2 % | 8.175.861 $ | +168.362 $ | +2,1 % | 8.007.499 $ | +1.161.131 $ | +17,0 % | |||
| Fifth Third Wealth Advisors LLC | 7.921.499 $ | -88.833 $ | -1,1 % | 8.010.332 $ | +906.435 $ | +12,8 % | 7.103.897 $ | -1.025.015 $ | -12,6 % | 8.128.912 $ | +304.851 $ | +3,9 % |
| Empire Life Investments Inc. | 8.124.882 $ | +700.904 $ | +9,4 % | 7.423.978 $ | +1.673.725 $ | +29,1 % | 5.750.253 $ | -352.470 $ | -5,8 % | |||
| MCF Advisors LLC | 8.124.545 $ | +616.437 $ | +8,2 % | 7.508.108 $ | -138.579 $ | -1,8 % | 7.646.687 $ | +7.371.331 $ | +2.677,0 % | |||
| Marotta Asset Management | 8.116.859 $ | +933.751 $ | +13,0 % | 7.183.108 $ | +802.112 $ | +12,6 % | 6.380.996 $ | +642.840 $ | +11,2 % | 5.738.156 $ | +719.475 $ | +14,3 % |
| Fairway Wealth LLC | 8.099.438 $ | +1.259.789 $ | +18,4 % | 6.839.649 $ | +59.155 $ | +0,9 % | 6.780.494 $ | +625.680 $ | +10,2 % | |||
| Kraft, Davis & Associates, LLC | 8.093.209 $ | +68.999 $ | +0,9 % | 8.024.210 $ | +77.712 $ | +1,0 % | 7.946.498 $ | +455.338 $ | +6,1 % | 7.491.160 $ | +5.330.620 $ | +246,7 % |
| Global Trust Asset Management, LLC | 8.072.789 $ | +388.701 $ | +5,1 % | 7.684.088 $ | +5.932.081 $ | +338,6 % | 1.752.007 $ | +1.733.744 $ | +9.493,2 % | 18.263 $ | -230.922 $ | -92,7 % |
| KANAWHA CAPITAL MANAGEMENT LLC | 8.058.847 $ | +397.911 $ | +5,2 % | 7.660.936 $ | +1.098.596 $ | +16,7 % | 6.562.340 $ | +911.859 $ | +16,1 % | 5.650.481 $ | +387.541 $ | +7,4 % |
| Marmo Financial Group, LLC | 7.697.096 $ | -355.896 $ | -4,4 % | 8.052.992 $ | -41.047 $ | -0,5 % | ||||||
| Fairscale Capital, LLC | 8.046.160 $ | +691.663 $ | +9,4 % | 7.354.497 $ | -149.304 $ | -2,0 % | 7.503.801 $ | +160.795 $ | +2,2 % | |||
| ASSET PLANNING SERVICES INC /LA/ /ADV | 7.399.000 $ | +676.000 $ | +10,1 % | 6.723.000 $ | -462.000 $ | -6,4 % | 7.185.000 $ | -860.000 $ | -10,7 % | 8.045.000 $ | -1.248.000 $ | -13,4 % |
| Sumitomo Mitsui Trust Group, Inc. | 8.030.719 $ | +1.206.137 $ | +17,7 % | 6.824.582 $ | +1.465.430 $ | +27,3 % | 5.359.152 $ | +1.610.201 $ | +43,0 % | |||
| SENTINEL TRUST CO LBA | 8.019.000 $ | +1.005.000 $ | +14,3 % | 7.014.000 $ | +55.000 $ | +0,8 % | 6.959.000 $ | -631.000 $ | -8,3 % | |||
| LexAurum Advisors, LLC | 4.230.441 $ | -1.994.569 $ | -32,0 % | 6.225.010 $ | -1.790.229 $ | -22,3 % | 8.015.239 $ | +2.334.029 $ | +41,1 % | |||
| Integrity Wealth Solutions LLC | 7.207.441 $ | -799.605 $ | -10,0 % | 8.007.046 $ | +1.291.563 $ | +19,2 % | 6.715.483 $ | +887.312 $ | +15,2 % | |||
| Blue Barn Wealth, LLC | 7.981.604 $ | -12.394.611 $ | -60,8 % | |||||||||
| Highland Investment Advisors LLC | 7.978.741 $ | |||||||||||
| SIMPLEX TRADING, LLC | 7.953.029 $ | +2.565.233 $ | +47,6 % | 5.387.796 $ | -2.484.300 $ | -31,6 % | 7.872.096 $ | +723.096 $ | +10,1 % | |||
| Nicholson Meyer Capital Management, Inc. | 7.936.751 $ | +909.459 $ | +12,9 % | 7.027.292 $ | -421.164 $ | -5,7 % | 7.448.456 $ | +78.724 $ | +1,1 % | |||
| Crewe Advisors LLC | 7.906.921 $ | +178.310 $ | +2,3 % | 7.728.611 $ | -89.730 $ | -1,1 % | 7.818.341 $ | +106.360 $ | +1,4 % | |||
| Professional Financial Management, Inc. | 6.865.098 $ | -1.018.303 $ | -12,9 % | 7.883.401 $ | +512.096 $ | +6,9 % | 7.371.305 $ | +526.857 $ | +7,7 % | 6.844.448 $ | ||
| Coston, McIsaac & Partners | 7.875.000 $ | +401.000 $ | +5,4 % | 7.474.000 $ | +509.000 $ | +7,3 % | 6.965.000 $ | +469.000 $ | +7,2 % | |||
| Mechanics Financial Corp | 7.870.976 $ | +336.117 $ | +4,5 % | 7.534.859 $ | +602.017 $ | +8,7 % | 6.932.842 $ | -257.863 $ | -3,6 % | |||
| Hilltop Holdings Inc. | 2.668.783 $ | +79.320 $ | +3,1 % | 2.589.463 $ | -5.258.604 $ | -67,0 % | 7.848.067 $ | +1.272.373 $ | +19,3 % | |||
| Truepoint, Inc. | 7.838.980 $ | +489.252 $ | +6,7 % | 7.349.728 $ | -167.206 $ | -2,2 % | 7.516.934 $ | +343.140 $ | +4,8 % | |||
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 7.827.838 $ | +3.027.278 $ | +63,1 % | 4.800.560 $ | +6.338 $ | +0,1 % | 4.794.222 $ | |||||
| Apex Wealth Management, LLC | 7.826.296 $ | |||||||||||
| J. M. Brown & Associates Inc. | 7.825.233 $ | |||||||||||
| OAK FAMILY ADVISORS, LLC | 7.106.131 $ | -283.819 $ | -3,8 % | 7.389.950 $ | -421.001 $ | -5,4 % | 7.810.951 $ | +4.866.828 $ | +165,3 % | 2.944.123 $ | +185.012 $ | +6,7 % |
| Pekin Hardy Strauss, Inc. | 7.810.901 $ | +1.429.798 $ | +22,4 % | 6.381.103 $ | +3.117.064 $ | +95,5 % | 3.264.039 $ | +1.805.633 $ | +123,8 % | |||
| Nvest Financial, LLC | 7.796.888 $ | +2.105.937 $ | +37,0 % | 5.690.951 $ | +4.997.867 $ | +721,1 % | 693.084 $ | |||||
| St. Louis Trust Co | 7.709.212 $ | +120.285 $ | +1,6 % | 7.588.927 $ | -198.686 $ | -2,6 % | 7.787.613 $ | +91.114 $ | +1,2 % | |||
| GREENWOOD GEARHART LLC | 7.511.322 $ | -30.031 $ | -0,4 % | 7.541.353 $ | -238.374 $ | -3,1 % | 7.779.727 $ | -183.990 $ | -2,3 % | |||
| Compass Ion Advisors, LLC | 7.656.827 $ | +263.354 $ | +3,6 % | 7.393.473 $ | -385.594 $ | -5,0 % | 7.779.067 $ | -125.476 $ | -1,6 % | |||
| Code Waechter LLC | 3.503.943 $ | -4.237.148 $ | -54,7 % | 7.741.091 $ | +539.601 $ | +7,5 % | 7.201.490 $ | +320.014 $ | +4,7 % | |||
| American Investment Services, Inc. | 7.549.236 $ | -94.114 $ | -1,2 % | 7.643.350 $ | -94.892 $ | -1,2 % | 7.738.242 $ | +1.328.777 $ | +20,7 % | |||
| GFS Advisors, LLC | 863.364 $ | -6.873.045 $ | -88,8 % | 7.736.409 $ | ||||||||
| E-Wealth Partners, LLC | 7.735.174 $ | +800.420 $ | +11,5 % | 6.934.754 $ | +266.028 $ | +4,0 % | 6.668.726 $ | |||||
| MetLife Investment Management, LLC | 7.727.341 $ | +929.215 $ | +13,7 % | 6.798.126 $ | +122.374 $ | +1,8 % | 6.675.752 $ | -1.881.875 $ | -22,0 % | |||
| Virtus Family Office LLC | 6.569.606 $ | -107.068 $ | -1,6 % | 6.676.674 $ | -1.036.885 $ | -13,4 % | 7.713.559 $ | +1.000.638 $ | +14,9 % | |||
| Premier Path Wealth Partners, LLC | 7.707.791 $ | +1.881.927 $ | +32,3 % | 5.825.864 $ | +583.224 $ | +11,1 % | 5.242.640 $ | -1.182.853 $ | -18,4 % | 6.425.493 $ | -510.151 $ | -7,4 % |
| THOMPSON SIEGEL & WALMSLEY LLC | 7.671.000 $ | +1.068.000 $ | +16,2 % | 6.603.000 $ | -1.100.000 $ | -14,3 % | 7.703.000 $ | +9.000 $ | +0,1 % | |||
| CERTUITY, LLC | 7.539.996 $ | -145.237 $ | -1,9 % | 7.685.233 $ | +1.135.527 $ | +17,3 % | 6.549.706 $ | -93.063 $ | -1,4 % | |||
| Lloyd Advisory Services, LLC. | 1.106.030 $ | -6.578.867 $ | -85,6 % | 7.684.897 $ | +7.019.704 $ | +1.055,3 % | 665.193 $ | -1.445.593 $ | -68,5 % | |||
| Seed Wealth Management, Inc. | 7.646.775 $ | +2.902.599 $ | +61,2 % | 4.744.176 $ | +2.082.580 $ | +78,2 % | 2.661.596 $ | -161.792 $ | -5,7 % | 2.823.388 $ | -84.140 $ | -2,9 % |
| Archford Capital Strategies, LLC | 5.172.601 $ | -2.459.383 $ | -32,2 % | 7.631.984 $ | +250.518 $ | +3,4 % | 7.381.466 $ | +5.557.284 $ | +304,6 % | 1.824.182 $ | +40.264 $ | +2,3 % |
| New Millennium Group LLC | 7.623.441 $ | +4.256.302 $ | +126,4 % | |||||||||
| Veridan Wealth LLC | 7.587.589 $ | +265.546 $ | +3,6 % | 7.322.043 $ | +152.890 $ | +2,1 % | 7.169.153 $ | +126.159 $ | +1,8 % | |||
| MUIRFIELD WEALTH ADVISORS LLC | 7.582.363 $ | +136.992 $ | +1,8 % | 7.445.371 $ | +130.925 $ | +1,8 % | 7.314.446 $ | -193.270 $ | -2,6 % | |||
| IVC Wealth Advisors LLC | 7.575.940 $ | +1.024.296 $ | +15,6 % | 6.551.644 $ | -96.831 $ | -1,5 % | 6.648.475 $ | +154.350 $ | +2,4 % | |||
| Manchester Capital Management LLC | 1.976.935 $ | -5.589.710 $ | -73,9 % | 7.566.645 $ | +1.594.319 $ | +26,7 % | 5.972.326 $ | -434.232 $ | -6,8 % | 6.406.558 $ | +2.200.033 $ | +52,3 % |
| Inman Jager Wealth Management, LLC | 7.561.118 $ | +805.331 $ | +11,9 % | 6.755.787 $ | +934.938 $ | +16,1 % | 5.820.849 $ | +625.065 $ | +12,0 % | |||
| Marshall Financial Group, LLC | 1.941.394 $ | +264.518 $ | +15,8 % | 1.676.876 $ | -5.872.252 $ | -77,8 % | 7.549.128 $ | -261.718 $ | -3,4 % | |||
| PROFESSIONAL ADVISORY SERVICES INC | 6.711.000 $ | +69.000 $ | +1,0 % | 6.642.000 $ | -565.000 $ | -7,8 % | 7.207.000 $ | -339.000 $ | -4,5 % | 7.546.000 $ | +98.000 $ | +1,3 % |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 7.545.396 $ | +1.165.175 $ | +18,3 % | 6.380.221 $ | +112.907 $ | +1,8 % | 6.267.314 $ | +765.456 $ | +13,9 % | |||
| Fortis Group Advisors, LLC | 7.517.044 $ | +3.556.430 $ | +89,8 % | 3.960.614 $ | +3.940.438 $ | +19.530,3 % | 20.176 $ | -479 $ | -2,3 % | |||
| Atlanta Consulting Group Advisors, LLC | 7.509.479 $ | +1.143.102 $ | +18,0 % | 6.366.377 $ | +299.832 $ | +4,9 % | 6.066.545 $ | +90.696 $ | +1,5 % | |||
| PANORAMIC INVESTMENT ADVISORS, LLC | 7.497.323 $ | +350.509 $ | +4,9 % | 7.146.814 $ | +152.530 $ | +2,2 % | 6.994.284 $ | +590.770 $ | +9,2 % | |||
| Archer Investment Corp | 7.495.718 $ | +4.505.111 $ | +150,6 % | 2.990.607 $ | -327.678 $ | -9,9 % | 3.318.285 $ | +428.960 $ | +14,8 % | |||
| Bedel Financial Consulting, Inc. | 7.490.684 $ | +1.097.270 $ | +17,2 % | 6.393.414 $ | -169.147 $ | -2,6 % | 6.562.561 $ | +1.841.709 $ | +39,0 % | |||
| Connecticut Capital Management Group, LLC | 7.333.492 $ | +9.168 $ | +0,1 % | 7.324.324 $ | -156.355 $ | -2,1 % | 7.480.679 $ | |||||
| STEPHEN J. GARRY & ASSOCIATES, LLC | 7.474.364 $ | +706.641 $ | +10,4 % | 6.767.723 $ | -113.949 $ | -1,7 % | 6.881.672 $ | -239.056 $ | -3,4 % | |||
| AmeriServ Wealth Advisors | 3.166.031 $ | -1.303.648 $ | -29,2 % | 4.469.679 $ | -2.045.088 $ | -31,4 % | 6.514.767 $ | -959.418 $ | -12,8 % | 7.474.185 $ | -2.974.344 $ | -28,5 % |
| Saba Capital Management, L.P. | 7.472.000 $ | +5.547.318 $ | +288,2 % | 1.924.682 $ | ||||||||
| Stelac Advisory Services LLC | 7.405.280 $ | -61.510 $ | -0,8 % | 7.466.790 $ | +368.227 $ | +5,2 % | 7.098.563 $ | -1.071.710 $ | -13,1 % | |||
| Northstar Advisory Group, LLC | 7.465.485 $ | +302.331 $ | +4,2 % | 7.163.154 $ | ||||||||
| Altus Wealth Group LLC | 7.463.627 $ | +373.494 $ | +5,3 % | 7.090.133 $ | +157.150 $ | +2,3 % | 6.932.983 $ | +227.421 $ | +3,4 % | 6.705.562 $ | +72.835 $ | +1,1 % |
| FULTON BANK, N.A. | 7.461.065 $ | +261.364 $ | +3,6 % | 7.199.701 $ | +1.126.872 $ | +18,6 % | 6.072.829 $ | +337.578 $ | +5,9 % | 5.735.251 $ | +910.107 $ | +18,9 % |
| Rehmann Capital Advisory Group | 6.936.596 $ | -235.655 $ | -3,3 % | 7.172.251 $ | -279.629 $ | -3,8 % | 7.451.880 $ | +33.176 $ | +0,4 % | |||
| Range Advisory, LLC | 7.434.923 $ | +4.238.208 $ | +132,6 % | 3.196.715 $ | +439.662 $ | +15,9 % | 2.757.053 $ | |||||
| ERn Financial, LLC | 7.429.656 $ | +971.284 $ | +15,0 % | 6.458.372 $ | -762.661 $ | -10,6 % | 7.221.033 $ | +40.646 $ | +0,6 % | |||
| Northstar Financial Companies, Inc. | 7.381.956 $ | +1.019.203 $ | +16,0 % | 6.362.753 $ | -199.829 $ | -3,0 % | 6.562.582 $ | +154.625 $ | +2,4 % | |||
| Keystone Global Partners, LLC | 2.920.116 $ | -1.419.211 $ | -32,7 % | 4.339.327 $ | -1.387.839 $ | -24,2 % | 5.727.166 $ | -1.651.452 $ | -22,4 % | 7.378.618 $ | -2.751.581 $ | -27,2 % |
| Aprio Wealth Management, LLC | 7.375.800 $ | +4.897.542 $ | +197,6 % | 2.478.258 $ | +1.159.216 $ | +87,9 % | 1.319.042 $ | |||||
| Nicholas Hoffman & Company, LLC. | 7.356.644 $ | +1.167.205 $ | +18,9 % | 6.189.439 $ | +423.503 $ | +7,3 % | 5.765.936 $ | -7.170.711 $ | -55,4 % | |||
| Antonelli Financial Advisors, LLC | 2.166.000 $ | -5.073.000 $ | -70,1 % | 7.239.000 $ | -94.000 $ | -1,3 % | 7.333.000 $ | +351.000 $ | +5,0 % | 6.982.000 $ | +496.127 $ | +7,6 % |
| Maridea Wealth Management LLC | 7.035.789 $ | +638.834 $ | +10,0 % | 6.396.955 $ | -902.151 $ | -12,4 % | 7.299.106 $ | +813.315 $ | +12,5 % | |||
| Saranac Partners Ltd | 7.261.769 $ | +1.183.298 $ | +19,5 % | 6.078.471 $ | +44.485 $ | +0,7 % | 6.033.986 $ | +9.503 $ | +0,2 % | |||
| Advisory Resource Group | 852.365 $ | -6.169.769 $ | -87,9 % | 7.022.134 $ | -217.730 $ | -3,0 % | 7.239.864 $ | +461.257 $ | +6,8 % | |||
| Anchor Investment Management, LLC | 6.926.651 $ | +157.190 $ | +2,3 % | 6.769.461 $ | -460.178 $ | -6,4 % | 7.229.639 $ | -539.248 $ | -6,9 % | |||
| Edge Financial Advisors LLC | 7.217.054 $ | +651.937 $ | +9,9 % | |||||||||
| Violich Capital Management, Inc. | 6.732.719 $ | -477.749 $ | -6,6 % | 7.210.468 $ | +386.614 $ | +5,7 % | 6.823.854 $ | +2.169.314 $ | +46,6 % | 4.654.540 $ | +2.991.600 $ | +179,9 % |
| Latigo Investments, LLC | 7.109.470 $ | -8.602 $ | -0,1 % | 7.118.072 $ | -86.019 $ | -1,2 % | 7.204.091 $ | -30.967 $ | -0,4 % | |||
| INVICTUS PRIVATE WEALTH, LLC | 7.198.350 $ | +1.278.284 $ | +21,6 % | 5.920.066 $ | -535.825 $ | -8,3 % | 6.455.891 $ | +132.576 $ | +2,1 % | |||
| KMG FIDUCIARY PARTNERS, LLC | 4.883.383 $ | -185.292 $ | -3,7 % | 5.068.675 $ | -2.125.902 $ | -29,5 % | 7.194.577 $ | +30.669 $ | +0,4 % | 7.163.908 $ | +1.877.525 $ | +35,5 % |
| MidAtlantic Capital Management, Inc. | 7.038.773 $ | +302.716 $ | +4,5 % | 6.736.057 $ | -455.438 $ | -6,3 % | 7.191.495 $ | +291.436 $ | +4,2 % | |||
| Ramsay, Stattman, Vela & Price, Inc. | 6.978.807 $ | -207.818 $ | -2,9 % | 7.186.625 $ | ||||||||
| Harfst & Associates, Inc. | 3.766.523 $ | -306.935 $ | -7,5 % | 4.073.458 $ | -1.032.737 $ | -20,2 % | 5.106.195 $ | -2.076.690 $ | -28,9 % | 7.182.885 $ | ||
| LITTLE HOUSE CAPITAL LLC | 7.069.853 $ | +42.536 $ | +0,6 % | 7.027.317 $ | -151.465 $ | -2,1 % | 7.178.782 $ | -303.865 $ | -4,1 % | |||
| Fort Point Capital Partners LLC | 6.624.654 $ | +578.365 $ | +9,6 % | 6.046.289 $ | -1.115.492 $ | -15,6 % | 7.161.781 $ | -589.229 $ | -7,6 % | |||
| Sand Hill Global Advisors, LLC | 7.035.533 $ | -117.629 $ | -1,6 % | 7.153.162 $ | +8.605 $ | +0,1 % | 7.144.557 $ | +12.884 $ | +0,2 % | |||
| Clarity Capital Advisors, LLC | 7.142.753 $ | +661.248 $ | +10,2 % | 6.481.505 $ | +1.411.218 $ | +27,8 % | 5.070.287 $ | +533.364 $ | +11,8 % | |||
| Advyzon Investment Management, LLC | 7.131.877 $ | +110.037 $ | +1,6 % | 7.021.840 $ | +3.899.221 $ | +124,9 % | 3.122.619 $ | +752.276 $ | +31,7 % | |||
| MBE Wealth Management, LLC | 6.801.270 $ | -36.542 $ | -0,5 % | 6.837.812 $ | -292.358 $ | -4,1 % | 7.130.170 $ | +16.743 $ | +0,2 % | |||
| SANDERS MORRIS HARRIS LLC | 7.126.171 $ | +4.803.461 $ | +206,8 % | 2.322.710 $ | ||||||||
| CONTINENTAL INVESTORS SERVICES, INC. | 7.096.200 $ | +341.623 $ | +5,1 % | 6.754.577 $ | +2.817.058 $ | +71,5 % | 3.937.519 $ | +1.483.683 $ | +60,5 % | |||
| NWAM LLC | 6.974.900 $ | -114.426 $ | -1,6 % | 7.089.326 $ | +655.887 $ | +10,2 % | 6.433.439 $ | -61.237 $ | -0,9 % | |||
| XCELSIOR ADVISOR PARTNERS LLC | 7.073.404 $ | +954.374 $ | +15,6 % | 6.119.030 $ | +255.567 $ | +4,4 % | 5.863.463 $ | |||||
| Midwest Trust Co | 7.067.715 $ | +1.815.369 $ | +34,6 % | 5.252.346 $ | +94.064 $ | +1,8 % | 5.158.282 $ | +600.743 $ | +13,2 % | 4.557.539 $ | +542.775 $ | +13,5 % |
| SHEETS SMITH WEALTH MANAGEMENT | 7.061.356 $ | +75.278 $ | +1,1 % | 6.986.078 $ | -33.112 $ | -0,5 % | 7.019.190 $ | +91.207 $ | +1,3 % | 6.927.983 $ | +7.893 $ | +0,1 % |
| DB Fitzpatrick & Co, Inc | 7.057.174 $ | +168.441 $ | +2,4 % | 6.888.733 $ | +4.977.931 $ | +260,5 % | 1.910.802 $ | +204.947 $ | +12,0 % | 1.705.855 $ | -157.499 $ | -8,5 % |
| Cornerstone Financial Group, LLC /NE/ | 7.050.684 $ | +172.951 $ | +2,5 % | 6.877.733 $ | +389.292 $ | +6,0 % | 6.488.441 $ | +668.639 $ | +11,5 % | |||
| LOOMIS SAYLES & CO L P | 7.047.441 $ | +224.764 $ | +3,3 % | 6.822.677 $ | -4.393.971 $ | -39,2 % | ||||||
| GatePass Capital, LLC | 7.036.747 $ | +1.452.587 $ | +26,0 % | 5.584.160 $ | +1.000.278 $ | +21,8 % | 4.583.882 $ | +2.612.407 $ | +132,5 % | |||
| Colter Lewis Investment Partners LLC | 7.034.593 $ | +4.348.048 $ | +161,8 % | 2.686.545 $ | +1.689.675 $ | +169,5 % | 996.870 $ | |||||
| Bay Harbor Wealth Management, LLC | 7.028.121 $ | +17.504 $ | +0,2 % | 7.010.617 $ | +168.040 $ | +2,5 % | 6.842.577 $ | -54.218 $ | -0,8 % | |||
| Ridgewood Investments LLC | 6.571.421 $ | -455.511 $ | -6,5 % | 7.026.932 $ | +47.005 $ | +0,7 % | 6.979.927 $ | +318.024 $ | +4,8 % | |||
| Gibraltar Capital Management, Inc. | 7.018.708 $ | +847.860 $ | +13,7 % | 6.170.848 $ | +1.260.181 $ | +25,7 % | 4.910.667 $ | +7.451 $ | +0,2 % | |||
| First Financial Bank - Trust Division | 6.396.735 $ | -618.028 $ | -8,8 % | 7.014.763 $ | +1.769.211 $ | +33,7 % | 5.245.552 $ | -263.525 $ | -4,8 % | 5.509.077 $ | +92.377 $ | +1,7 % |
| SigFig Wealth Management, LLC | 6.889.934 $ | -110.297 $ | -1,6 % | 7.000.231 $ | +43.959 $ | +0,6 % | 6.956.272 $ | +551.302 $ | +8,6 % | 6.404.970 $ | +153.138 $ | +2,4 % |
| Intrua Financial, LLC | 5.988.501 $ | -397.133 $ | -6,2 % | 6.385.634 $ | -604.500 $ | -8,6 % | 6.990.134 $ | +39.553 $ | +0,6 % | |||
| Donoghue Forlines LLC | 6.966.260 $ | |||||||||||
| Cambridge Financial Group, LLC | 3.424.525 $ | +0 $ | +0,0 % | 3.424.525 $ | -1.259.590 $ | -26,9 % | 4.684.115 $ | -2.281.903 $ | -32,8 % | 6.966.018 $ | -1.948.234 $ | -21,9 % |
| SEEDS INVESTOR LLC | 6.939.215 $ | +3.346.967 $ | +93,2 % | 3.592.248 $ | +1.696.968 $ | +89,5 % | 1.895.280 $ | -428.374 $ | -18,4 % | |||
| First Heartland Consultants, Inc. | 6.689.265 $ | -243.915 $ | -3,5 % | 6.933.180 $ | +1.752.717 $ | +33,8 % | 5.180.463 $ | +621.606 $ | +13,6 % | 4.558.857 $ | +135.466 $ | +3,1 % |
| Vanguard National Trust Co | 6.933.033 $ | +1.167.969 $ | +20,3 % | 5.765.064 $ | ||||||||
| BRIGHTON JONES LLC | 6.931.921 $ | +4.123.809 $ | +146,9 % | 2.808.112 $ | +513.571 $ | +22,4 % | ||||||
| Total Clarity Wealth Management, Inc. | 2.743.785 $ | -486.620 $ | -15,1 % | 3.230.405 $ | -3.690.064 $ | -53,3 % | 6.920.469 $ | +1.361.472 $ | +24,5 % | |||
| STONE LOFT WEALTH MANAGEMENT LLC | 6.917.323 $ | +3.428.327 $ | +98,3 % | 3.488.996 $ | +2.179.902 $ | +166,5 % | 1.309.094 $ | |||||
| Regal Investment Advisors LLC | 6.733.121 $ | -154.508 $ | -2,2 % | 6.887.629 $ | +180.146 $ | +2,7 % | 6.707.483 $ | -518.209 $ | -7,2 % | |||
| Breakwater Capital Group | 6.725.896 $ | -151.688 $ | -2,2 % | 6.877.584 $ | +698.700 $ | +11,3 % | 6.178.884 $ | +219.649 $ | +3,7 % | 5.959.235 $ | +37.005 $ | +0,6 % |
| Pacific Park Financial, Inc. | 6.862.877 $ | +599.910 $ | +9,6 % | 6.262.967 $ | +472.052 $ | +8,2 % | 5.790.915 $ | +127.878 $ | +2,3 % | 5.663.037 $ | ||
| PLANWISER FINANCIAL, LLC | 6.856.963 $ | +274.790 $ | +4,2 % | 6.582.173 $ | +1.819.946 $ | +38,2 % | 4.762.227 $ | +1.568.128 $ | +49,1 % | |||
| ROFFMAN MILLER ASSOCIATES INC /PA/ | 6.854.697 $ | +110.790 $ | +1,6 % | 6.743.907 $ | +968.047 $ | +16,8 % | 5.775.860 $ | -463.575 $ | -7,4 % | 6.239.435 $ | +104.781 $ | +1,7 % |
| Fort Sheridan Advisors LLC | 6.854.258 $ | +944.897 $ | +16,0 % | 5.909.361 $ | -427.028 $ | -6,7 % | 6.336.389 $ | -75.937 $ | -1,2 % | |||
| VIAWEALTH, LLC | 6.272.130 $ | -281.329 $ | -4,3 % | 6.553.459 $ | -298.743 $ | -4,4 % | 6.852.202 $ | -403.858 $ | -5,6 % | |||
| Altura Wealth Advisors Inc. | 6.848.588 $ | +343.157 $ | +5,3 % | 6.505.431 $ | +1.551.941 $ | +31,3 % | 4.953.490 $ | +665.762 $ | +15,5 % | 4.287.728 $ | +1.054.417 $ | +32,6 % |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 6.844.000 $ | +1.080.000 $ | +18,7 % | 5.764.000 $ | -12.000 $ | -0,2 % | 5.776.000 $ | +21.000 $ | +0,4 % | |||
| FDx Advisors, Inc. | 6.842.000 $ | +644.000 $ | +10,4 % | 6.198.000 $ | -56.000 $ | -0,9 % | 6.254.000 $ | -724.000 $ | -10,4 % | |||
| IFG Advisors, LLC | 6.833.184 $ | +953.767 $ | +16,2 % | 5.879.417 $ | +1.291.656 $ | +28,2 % | 4.587.761 $ | +912.396 $ | +24,8 % | 3.675.365 $ | +998.641 $ | +37,3 % |
| Moran Wealth Management, LLC | 359.580 $ | -5.631.520 $ | -94,0 % | 5.991.100 $ | -826.798 $ | -12,1 % | 6.817.898 $ | |||||
| Thrive Capital Management, LLC | 6.817.081 $ | +1.798.956 $ | +35,8 % | 5.018.125 $ | -333.763 $ | -6,2 % | 5.351.888 $ | -287.116 $ | -5,1 % | |||
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 6.812.123 $ | +1.026.500 $ | +17,7 % | 5.785.623 $ | +1.499.052 $ | +35,0 % | 4.286.571 $ | +1.143.312 $ | +36,4 % | |||
| Leeward Financial Partners, LLC | 6.811.246 $ | +331.866 $ | +5,1 % | 6.479.380 $ | -91.765 $ | -1,4 % | 6.571.145 $ | -208.650 $ | -3,1 % | |||
| Leo Wealth, LLC | 6.220.304 $ | -551.313 $ | -8,1 % | 6.771.617 $ | +4.823.191 $ | +247,5 % | ||||||
| Pictet North America Advisors SA | 1.999.360 $ | -2.211.432 $ | -52,5 % | 4.210.792 $ | -236.872 $ | -5,3 % | 4.447.664 $ | -2.317.992 $ | -34,3 % | 6.765.656 $ | +783.039 $ | +13,1 % |
| Strategic Investment Solutions, Inc. /IL | 6.144.051 $ | -601.188 $ | -8,9 % | 6.745.239 $ | +157.711 $ | +2,4 % | 6.587.528 $ | -658.146 $ | -9,1 % | |||
| Cogent Private Wealth, Inc. | 6.729.695 $ | +2.766.732 $ | +69,8 % | 3.962.963 $ | -572.793 $ | -12,6 % | 4.535.756 $ | |||||
| LFA - Lugano Financial Advisors SA | 6.722.157 $ | +1.493.623 $ | +28,6 % | 5.228.534 $ | +488.982 $ | +10,3 % | 4.739.552 $ | +81.844 $ | +1,8 % | |||
| Legacy Advisory Services, LLC | 2.391.150 $ | +66.409 $ | +2,9 % | 2.324.741 $ | +316.731 $ | +15,8 % | 2.008.010 $ | -4.710.781 $ | -70,1 % | 6.718.791 $ | +164.002 $ | +2,5 % |
| Blue Edge Capital, LLC | 6.701.882 $ | +292.836 $ | +4,6 % | 6.409.046 $ | +148.358 $ | +2,4 % | 6.260.688 $ | +430.656 $ | +7,4 % | |||
| Mezzasalma Advisors, LLC | 6.696.336 $ | +1.346.436 $ | +25,2 % | 5.349.900 $ | +540.206 $ | +11,2 % | 4.809.694 $ | -578.524 $ | -10,7 % | 5.388.218 $ | -80.378 $ | -1,5 % |
| Worth Asset Management, LLC | 1.904.468 $ | +1.176.108 $ | +161,5 % | 728.360 $ | -5.963.156 $ | -89,1 % | 6.691.516 $ | +4.716.644 $ | +238,8 % | 1.974.872 $ | +1.710.767 $ | +647,8 % |
| Fermata Advisors, LLC | 6.438.678 $ | +591.605 $ | +10,1 % | 5.847.073 $ | -842.953 $ | -12,6 % | 6.690.026 $ | +329.987 $ | +5,2 % | 6.360.039 $ | -517.247 $ | -7,5 % |
| Jordan Park Group LLC | 6.152.110 $ | -537.730 $ | -8,0 % | 6.689.840 $ | +140.645 $ | +2,1 % | 6.549.195 $ | +199.741 $ | +3,1 % | |||
| LARCH CAPITAL PARTNERS LLC | 6.686.610 $ | -2.017 $ | -0,0 % | 6.688.627 $ | ||||||||
| Fire Capital Management LLC | 4.664.471 $ | +1.228.440 $ | +35,8 % | 3.436.031 $ | -3.239.540 $ | -48,5 % | 6.675.571 $ | +3.702.626 $ | +124,5 % | |||
| Pinion Investment Advisors, LLC | 6.512.122 $ | -47.613 $ | -0,7 % | 6.559.735 $ | -104.961 $ | -1,6 % | 6.664.696 $ | -245.153 $ | -3,5 % | |||
| FIDELITY D & D BANCORP INC | 6.663.320 $ | +1.668.393 $ | +33,4 % | 4.994.927 $ | +757.102 $ | +17,9 % | 4.237.825 $ | +300.636 $ | +7,6 % | |||
| Wilmington Savings Fund Society, FSB | 6.617.643 $ | +325.754 $ | +5,2 % | 6.291.889 $ | -342.224 $ | -5,2 % | 6.634.113 $ | -80.417 $ | -1,2 % | |||
| Avant Capital LLC | 6.631.856 $ | +656.044 $ | +11,0 % | 5.975.812 $ | -328.775 $ | -5,2 % | 6.304.587 $ | +411.546 $ | +7,0 % | |||
| Enclave Advisors LLC | 5.703.222 $ | -925.045 $ | -14,0 % | 6.628.267 $ | +2.397.452 $ | +56,7 % | 4.230.815 $ | +204.340 $ | +5,1 % | 4.026.475 $ | +1.025.227 $ | +34,2 % |
| Mengis Capital Management, Inc. | 6.626.350 $ | +2.644.051 $ | +66,4 % | 3.982.299 $ | +3.556.262 $ | +834,7 % | 426.037 $ | -48.123 $ | -10,1 % | 474.160 $ | -42.320 $ | -8,2 % |
| Florin Court Capital LLP | 4.465.511 $ | +3.410.903 $ | +323,4 % | 1.054.608 $ | -5.571.274 $ | -84,1 % | 6.625.882 $ | -871.872 $ | -11,6 % | |||
| Allegiance Financial Group Advisory Services LLC | 5.955.061 $ | +419.025 $ | +7,6 % | 5.536.036 $ | -1.085.894 $ | -16,4 % | 6.621.930 $ | -566.962 $ | -7,9 % | |||
| Crumly & Associates Inc. | 5.635.952 $ | -95.663 $ | -1,7 % | 5.731.615 $ | +180.612 $ | +3,3 % | 5.551.003 $ | -1.070.451 $ | -16,2 % | 6.621.454 $ | -58.315 $ | -0,9 % |
| Aegis Wealth Management LLC | 6.615.153 $ | +154.014 $ | +2,4 % | 6.461.139 $ | +249.643 $ | +4,0 % | 6.211.496 $ | +803.816 $ | +14,9 % | |||
| TORONTO DOMINION BANK | 6.605.415 $ | |||||||||||
| Rockingstone Advisors LLC | 3.416.227 $ | -3.186.479 $ | -48,3 % | 6.602.706 $ | +591.819 $ | +9,8 % | 6.010.887 $ | +63.887 $ | +1,1 % | 5.947.000 $ | -447.347 $ | -7,0 % |
| Global Financial Private Client, LLC | 6.034.940 $ | -566.938 $ | -8,6 % | 6.601.878 $ | +727.548 $ | +12,4 % | 5.874.330 $ | +74.696 $ | +1,3 % | 5.799.634 $ | -45.241 $ | -0,8 % |
| JFS WEALTH ADVISORS, LLC | 6.598.521 $ | +1.528.104 $ | +30,1 % | 5.070.417 $ | -854.842 $ | -14,4 % | 5.925.259 $ | +170.817 $ | +3,0 % | |||
| Rockwood Wealth Management, LLC | 6.588.706 $ | +1.480.705 $ | +29,0 % | 5.108.001 $ | +742.398 $ | +17,0 % | 4.365.603 $ | +259.024 $ | +6,3 % | |||
| Journey Advisory Group, LLC | 3.373.854 $ | -1.498.664 $ | -30,8 % | 4.872.518 $ | -1.696.609 $ | -25,8 % | 6.569.127 $ | +354.449 $ | +5,7 % | |||
| RoundAngle Advisors LLC | 6.560.640 $ | +184.209 $ | +2,9 % | 6.376.431 $ | +190.790 $ | +3,1 % | ||||||
| Aries Wealth Management | 6.557.705 $ | +391.047 $ | +6,3 % | 6.166.658 $ | -116.345 $ | -1,9 % | 6.283.003 $ | +1.055.243 $ | +20,2 % | |||
| Center For Asset Management LLC | 5.053.781 $ | -1.481.038 $ | -22,7 % | 6.534.819 $ | +254.883 $ | +4,1 % | 6.279.936 $ | +173.131 $ | +2,8 % | 6.106.805 $ | -194.983 $ | -3,1 % |
| PINNACLE ASSOCIATES LTD | 6.389.147 $ | -143.571 $ | -2,2 % | 6.532.718 $ | +656.708 $ | +11,2 % | 5.876.010 $ | -146.546 $ | -2,4 % | 6.022.556 $ | +34.354 $ | +0,6 % |
| BROOKS, MOORE & ASSOCIATES, INC. | 5.603.925 $ | -926.252 $ | -14,2 % | 6.530.177 $ | +385.917 $ | +6,3 % | 6.144.260 $ | +4.626.437 $ | +304,8 % | |||
| SIGNAL TREE FINANCIAL PARTNERS LLC | 6.524.983 $ | +312.419 $ | +5,0 % | 6.212.564 $ | -232.693 $ | -3,6 % | 6.445.257 $ | +457.727 $ | +7,6 % | |||
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 6.482.040 $ | -2.504.294 $ | -27,9 % | |||||||||
| Catalyst Capital Advisors LLC | 6.419.054 $ | -19.493 $ | -0,3 % | 6.438.547 $ | -37.363 $ | -0,6 % | 6.475.910 $ | -16.244 $ | -0,3 % | |||
| HORIZON KINETICS ASSET MANAGEMENT LLC | 4.249.499 $ | -1.531.209 $ | -26,5 % | 5.780.708 $ | -684.642 $ | -10,6 % | 6.465.350 $ | -890.665 $ | -12,1 % | |||
| O'ROURKE & COMPANY, Inc | 5.976.885 $ | -480.727 $ | -7,4 % | 6.457.612 $ | +34.068 $ | +0,5 % | 6.423.544 $ | +180.599 $ | +2,9 % | |||
| Avidian Wealth Enterprises, LLC | 6.433.289 $ | +115.030 $ | +1,8 % | 6.318.259 $ | +501.087 $ | +8,6 % | 5.817.172 $ | +1.216.738 $ | +26,4 % | 4.600.434 $ | -546.573 $ | -10,6 % |
| VALLEY NATIONAL ADVISERS INC | 6.430.914 $ | +2.553.914 $ | +65,9 % | 3.877.000 $ | -289.000 $ | -6,9 % | 4.166.000 $ | +275.000 $ | +7,1 % | |||
| Walkner Condon Financial Advisors LLC | 6.429.956 $ | +293.541 $ | +4,8 % | 6.136.415 $ | +820.090 $ | +15,4 % | 5.316.325 $ | +144.373 $ | +2,8 % | |||
| Strategic Wealth Advisors LLC | 5.915.000 $ | -511.000 $ | -8,0 % | 6.426.000 $ | +511.000 $ | +8,6 % | 5.915.000 $ | |||||
| Y.D. More Investments Ltd | 4.565.937 $ | -159.598 $ | -3,4 % | 4.725.535 $ | -1.674.185 $ | -26,2 % | 6.399.720 $ | -1.941.677 $ | -23,3 % | |||
| Stegner Investment Associates Inc. | 6.392.949 $ | +558.786 $ | +9,6 % | 5.834.163 $ | +827.816 $ | +16,5 % | 5.006.347 $ | -549.653 $ | -9,9 % | 5.556.000 $ | -152.585 $ | -2,7 % |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6.384.554 $ | +173.145 $ | +2,8 % | 6.211.409 $ | -106.989 $ | -1,7 % | 6.318.398 $ | +172.949 $ | +2,8 % | 6.145.449 $ | -1.249.917 $ | -16,9 % |
| Stonebridge Financial Group, LLC/CA | 6.383.000 $ | |||||||||||
| JAMES INVESTMENT RESEARCH, INC. | 5.870.196 $ | -420.418 $ | -6,7 % | 6.290.614 $ | +22.570 $ | +0,4 % | 6.268.044 $ | -110.511 $ | -1,7 % | 6.378.555 $ | -118.717 $ | -1,8 % |
| TRUE Private Wealth Advisors | 5.385.789 $ | -978.936 $ | -15,4 % | 6.364.725 $ | +459.194 $ | +7,8 % | 5.905.531 $ | +833.448 $ | +16,4 % | 5.072.083 $ | +610.103 $ | +13,7 % |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6.357.283 $ | +778.346 $ | +14,0 % | 5.578.937 $ | +701.722 $ | +14,4 % | 4.877.215 $ | +3.401.662 $ | +230,5 % | |||
| DiPaolo Financial Group, Inc. | 6.354.776 $ | +239.485 $ | +3,9 % | 6.115.291 $ | +1.322.316 $ | +27,6 % | 4.792.975 $ | |||||
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 6.325.217 $ | +2.328 $ | +0,0 % | |||||||||
| CONSCIOUS WEALTH INVESTMENTS, LLC | 6.153.486 $ | -165.571 $ | -2,6 % | 6.319.057 $ | +415.515 $ | +7,0 % | 5.903.542 $ | +26.217 $ | +0,4 % | |||
| EQUITY INVESTMENT CORP | 6.168.472 $ | -149.770 $ | -2,4 % | 6.318.242 $ | +17.931 $ | +0,3 % | 6.300.311 $ | +115.764 $ | +1,9 % | |||
| PROSPERITY BANCSHARES INC | 6.312.442 $ | +988.500 $ | +18,6 % | 5.323.942 $ | +950.119 $ | +21,7 % | 4.373.823 $ | |||||
| Safir Wealth Advisors, LLC | 5.415.286 $ | -318.911 $ | -5,6 % | 5.734.197 $ | -548.943 $ | -8,7 % | 6.283.140 $ | -28.322 $ | -0,4 % | 6.311.462 $ | -196.802 $ | -3,0 % |
| TRANSCEND CAPITAL ADVISORS, LLC | 6.309.198 $ | +981.933 $ | +18,4 % | 5.327.265 $ | -560.746 $ | -9,5 % | 5.888.011 $ | -5.376.412 $ | -47,7 % | |||
| Frederick Financial Consultants, LLC | 6.290.977 $ | +1.066.783 $ | +20,4 % | 5.224.194 $ | -622.396 $ | -10,6 % | 5.846.590 $ | -202.391 $ | -3,3 % | |||
| Centurion Wealth Management LLC | 4.046.638 $ | -1.150.768 $ | -22,1 % | 5.197.406 $ | -957.571 $ | -15,6 % | 6.154.977 $ | -119.647 $ | -1,9 % | 6.274.624 $ | -202.674 $ | -3,1 % |
| M3 Advisory Group, LLC | 6.271.622 $ | +850.604 $ | +15,7 % | 5.421.018 $ | -257.432 $ | -4,5 % | 5.678.450 $ | +218.182 $ | +4,0 % | |||
| GAMMA Investing LLC | 6.262.454 $ | +4.443.327 $ | +244,3 % | 1.819.127 $ | +524.273 $ | +40,5 % | 1.294.854 $ | +419.470 $ | +47,9 % | 875.384 $ | +18.137 $ | +2,1 % |
| Arcataur Capital Management LLC | 6.254.392 $ | +1.170.945 $ | +23,0 % | 5.083.447 $ | +11.911 $ | +0,2 % | 5.071.536 $ | +62.658 $ | +1,3 % | 5.008.878 $ | -54.528 $ | -1,1 % |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 6.185.005 $ | -65.732 $ | -1,1 % | 6.250.737 $ | +493.058 $ | +8,6 % | 5.757.679 $ | +1.002.421 $ | +21,1 % | 4.755.258 $ | +451.364 $ | +10,5 % |
| BDFS Capital LLC | 6.183.137 $ | -65.477 $ | -1,0 % | 6.248.614 $ | +1.004.710 $ | +19,2 % | 5.243.904 $ | +239.482 $ | +4,8 % | 5.004.422 $ | ||
| ATLas Financial Planning LLC | 6.231.976 $ | +447.762 $ | +7,7 % | 5.784.214 $ | +585.605 $ | +11,3 % | 5.198.609 $ | |||||
| Resona Asset Management Co.,Ltd. | 3.037.063 $ | -6.457 $ | -0,2 % | 3.043.520 $ | -3.162.644 $ | -51,0 % | 6.206.164 $ | -2.018.198 $ | -24,5 % | |||
| HOWARD BAILEY SECURITIES, LLC | 6.205.005 $ | +1.328.632 $ | +27,2 % | 4.876.373 $ | -1.054.110 $ | -17,8 % | 5.930.483 $ | +343.982 $ | +6,2 % | |||
| Hara Capital LLC | 3.881.152 $ | -1.357.783 $ | -25,9 % | 5.238.935 $ | -961.506 $ | -15,5 % | 6.200.441 $ | -865.642 $ | -12,3 % | |||
| Verde Capital Management | 4.784.391 $ | -633.518 $ | -11,7 % | 5.417.909 $ | -777.233 $ | -12,5 % | 6.195.142 $ | -443.464 $ | -6,7 % | |||
| Modus Advisors, LLC | 6.193.098 $ | +234.547 $ | +3,9 % | 5.958.551 $ | +352.471 $ | +6,3 % | 5.606.080 $ | +805.972 $ | +16,8 % | |||
| Bellecapital International Ltd. | 4.467.333 $ | -1.723.909 $ | -27,8 % | 6.191.242 $ | +325.309 $ | +5,5 % | 5.865.933 $ | +3.953.653 $ | +206,8 % | 1.912.280 $ | +62.241 $ | +3,4 % |
| COOKE & BIELER LP | 6.185.274 $ | |||||||||||
| Capstone Financial Advisors, Inc. | 6.182.959 $ | +1.018.003 $ | +19,7 % | 5.164.956 $ | -20.571 $ | -0,4 % | 5.185.527 $ | +90.039 $ | +1,8 % | |||
| Balboa Wealth Partners | 5.898.829 $ | -282.557 $ | -4,6 % | 6.181.386 $ | +508.635 $ | +9,0 % | 5.672.751 $ | -498.604 $ | -8,1 % | 6.171.355 $ | +2.029.815 $ | +49,0 % |
| Forthright Family Wealth Advisory LLC | 5.012.117 $ | -1.164.487 $ | -18,9 % | 6.176.604 $ | +1.273.848 $ | +26,0 % | 4.902.756 $ | +182.290 $ | +3,9 % | |||
| Michels Family Financial, LLC | 6.172.787 $ | +1.081.571 $ | +21,2 % | 5.091.216 $ | -147.145 $ | -2,8 % | 5.238.361 $ | +334.972 $ | +6,8 % | |||
| Parker Financial LLC | 6.145.492 $ | -24.885 $ | -0,4 % | 6.170.377 $ | +293.590 $ | +5,0 % | 5.876.787 $ | +62.930 $ | +1,1 % | |||
| William B. Walkup & Associates, Inc. | 6.137.519 $ | |||||||||||
| Blue Capital, Inc. | 5.742.508 $ | -361.578 $ | -5,9 % | 6.104.086 $ | +891.819 $ | +17,1 % | 5.212.267 $ | -695.680 $ | -11,8 % | 5.907.947 $ | -190.277 $ | -3,1 % |
| NOVARE CAPITAL MANAGEMENT LLC | 6.102.057 $ | +215.437 $ | +3,7 % | 5.886.620 $ | +48.400 $ | +0,8 % | 5.838.220 $ | -832.891 $ | -12,5 % | |||
| Ulrich Consultants & Investment Group, LLC | 6.080.485 $ | |||||||||||
| GUYASUTA INVESTMENT ADVISORS INC | 6.002.384 $ | -76.904 $ | -1,3 % | 6.079.288 $ | +67.217 $ | +1,1 % | 6.012.071 $ | +166.980 $ | +2,9 % | 5.845.091 $ | -14.662 $ | -0,3 % |
| CHRISTINE MESSMER PC | 4.680.325 $ | +97.313 $ | +2,1 % | 4.583.012 $ | -1.490.006 $ | -24,5 % | 6.073.018 $ | |||||
| CKW FINANCIAL GROUP | 6.064.000 $ | +827.000 $ | +15,8 % | 5.237.000 $ | -193.000 $ | -3,6 % | 5.430.000 $ | +113.000 $ | +2,1 % | |||
| Patten Group, Inc. | 5.745.600 $ | +25.832 $ | +0,5 % | 5.719.768 $ | -314.783 $ | -5,2 % | 6.034.551 $ | -84.770 $ | -1,4 % | |||
| Fairman Group, LLC | 6.019.709 $ | +5.154.133 $ | +595,5 % | 865.576 $ | -168.180 $ | -16,3 % | 1.033.756 $ | +34.212 $ | +3,4 % | |||
| Ballentine Partners, LLC | 5.808.970 $ | -176.600 $ | -3,0 % | 5.985.570 $ | +1.891.833 $ | +46,2 % | 4.093.737 $ | +273.043 $ | +7,1 % | |||
| Professional Financial Advisors, LLC | 1.979.898 $ | -154.777 $ | -7,3 % | 2.134.675 $ | -13.570 $ | -0,6 % | 2.148.245 $ | -3.794.313 $ | -63,8 % | 5.942.558 $ | +501.986 $ | +9,2 % |
| PETRA FINANCIAL ADVISORS INC | 5.937.350 $ | +109.710 $ | +1,9 % | 5.827.640 $ | -94.683 $ | -1,6 % | 5.922.323 $ | +31.083 $ | +0,5 % | |||
| BANK HAPOALIM BM | 5.397.000 $ | -116.000 $ | -2,1 % | 5.513.000 $ | -422.000 $ | -7,1 % | 5.935.000 $ | -104.000 $ | -1,7 % | |||
| One William Street Capital Management, L.P. | 5.926.005 $ | -7.170 $ | -0,1 % | 5.933.175 $ | -97.512 $ | -1,6 % | ||||||
| WHITTIER TRUST CO OF NEVADA INC | 5.902.810 $ | +157.262 $ | +2,7 % | 5.745.548 $ | -181.444 $ | -3,1 % | 5.926.992 $ | +2.283 $ | +0,0 % | |||
| Oakmont Advisory Group, LLC | 5.915.590 $ | +803.902 $ | +15,7 % | 5.111.688 $ | -406.468 $ | -7,4 % | 5.518.156 $ | |||||
| Fortune Financial Advisors, LLC | 5.901.722 $ | +505.824 $ | +9,4 % | 5.395.898 $ | +247.878 $ | +4,8 % | 5.148.020 $ | +291.361 $ | +6,0 % | |||
| SWP FINANCIAL LLC | 5.891.055 $ | +419.852 $ | +7,7 % | 5.471.203 $ | +69.550 $ | +1,3 % | 5.401.653 $ | +160.870 $ | +3,1 % | |||
| Counterweight Ventures, LLC | 5.776.161 $ | -105.295 $ | -1,8 % | 5.881.456 $ | +759.725 $ | +14,8 % | 5.121.731 $ | +581.810 $ | +12,8 % | |||
| Hoxton Planning & Management, LLC | 5.551.118 $ | -322.098 $ | -5,5 % | 5.873.216 $ | +1.190.746 $ | +25,4 % | 4.682.470 $ | +131.218 $ | +2,9 % | 4.551.252 $ | +1.313.429 $ | +40,6 % |
| Thomasville National Bank | 5.811.065 $ | -44.095 $ | -0,8 % | 5.855.160 $ | -283.308 $ | -4,6 % | ||||||
| United Community Bank | 5.854.846 $ | +83.802 $ | +1,5 % | 5.771.044 $ | +5.155.178 $ | +837,1 % | 615.866 $ | -4.961.396 $ | -89,0 % | |||
| Golden Bell Financial Planning LLC | 5.836.667 $ | +182.849 $ | +3,2 % | 5.653.818 $ | +182.172 $ | +3,3 % | 5.471.646 $ | +130.654 $ | +2,4 % | |||
| ARROW FINANCIAL CORP | 4.397.308 $ | -392.185 $ | -8,2 % | 4.789.493 $ | -1.039.966 $ | -17,8 % | 5.829.459 $ | +479.824 $ | +9,0 % | |||
| THOMAS STORY & SON LLC | 5.821.087 $ | +1.228.945 $ | +26,8 % | 4.592.142 $ | +1.149.896 $ | +33,4 % | 3.442.246 $ | -613.390 $ | -15,1 % | 4.055.636 $ | -20.233 $ | -0,5 % |
| Overbrook Management Corp | 5.690.553 $ | -126.437 $ | -2,2 % | 5.816.990 $ | ||||||||
| Topel & Distasi Wealth Management, LLC | 5.730.827 $ | -83.082 $ | -1,4 % | 5.813.909 $ | +46.182 $ | +0,8 % | 5.767.727 $ | +127.387 $ | +2,3 % | |||
| Copia Wealth Management | 5.799.396 $ | +1.298.706 $ | +28,9 % | 4.500.690 $ | +619.058 $ | +15,9 % | 3.881.632 $ | +475.099 $ | +13,9 % | |||
| NAPLES GLOBAL ADVISORS, LLC | 5.783.803 $ | +395.243 $ | +7,3 % | 5.388.560 $ | -7.601 $ | -0,1 % | 5.396.161 $ | +14.514 $ | +0,3 % | |||
| Bridgelight Financial Advisors, Inc. | 5.379.677 $ | -382.020 $ | -6,6 % | 5.761.697 $ | +5.534.885 $ | +2.440,3 % | 226.812 $ | +174 $ | +0,1 % | 226.638 $ | ||
| One Degree Advisors Inc | 5.743.000 $ | +3.260.000 $ | +131,3 % | 2.483.000 $ | +166.000 $ | +7,2 % | ||||||
| FCA CORP /TX | 5.739.805 $ | +959 $ | +0,0 % | 5.738.846 $ | +95.304 $ | +1,7 % | 5.643.542 $ | +72.309 $ | +1,3 % | |||
| Yoder Wealth Management, Inc. | 5.197.147 $ | -409.421 $ | -7,3 % | 5.606.568 $ | -58.363 $ | -1,0 % | 5.664.931 $ | -59.939 $ | -1,0 % | 5.724.870 $ | -58.809 $ | -1,0 % |
| PROTECTIVE LIFE CORP | 983.592 $ | -4.738.653 $ | -82,8 % | 5.722.245 $ | ||||||||
| Oak Grove Capital LLC | 3.234.872 $ | -391.222 $ | -10,8 % | 3.626.094 $ | -1.929.352 $ | -34,7 % | 5.555.446 $ | -164.856 $ | -2,9 % | 5.720.302 $ | +3.654.667 $ | +176,9 % |
| SUMMIT WEALTH GROUP LLC / CO | 5.687.617 $ | +1.114.171 $ | +24,4 % | 4.573.446 $ | +1.923.292 $ | +72,6 % | 2.650.154 $ | +1.919.089 $ | +262,5 % | |||
| Ancora Advisors LLC | 5.657.060 $ | +2.024.679 $ | +55,7 % | 3.632.381 $ | -100.793 $ | -2,7 % | 3.733.174 $ | +148.110 $ | +4,1 % | |||
| Aspire Private Capital, LLC | 5.653.073 $ | +292.197 $ | +5,5 % | 5.360.876 $ | -225.467 $ | -4,0 % | 5.586.343 $ | -5.605.418 $ | -50,1 % | |||
| BEACON FINANCIAL PLANNING, INC | 5.639.417 $ | +800.628 $ | +16,5 % | 4.838.789 $ | +1.674.127 $ | +52,9 % | 3.164.662 $ | +725.067 $ | +29,7 % | |||
| PLANNING DIRECTIONS INC | 4.532.144 $ | -383.968 $ | -7,8 % | 4.916.112 $ | -723.064 $ | -12,8 % | 5.639.176 $ | -163.924 $ | -2,8 % | |||
| Clear Creek Financial Management, LLC | 3.822.259 $ | +1.745.649 $ | +84,1 % | 2.076.610 $ | -3.561.784 $ | -63,2 % | 5.638.394 $ | -2.049.370 $ | -26,7 % | |||
| Wealth Advisory Team LLC | 5.636.372 $ | +367.034 $ | +7,0 % | 5.269.338 $ | ||||||||
| BAR HARBOR WEALTH MANAGEMENT | 5.235.851 $ | -229.311 $ | -4,2 % | 5.465.162 $ | -47.036 $ | -0,9 % | 5.512.198 $ | -95.771 $ | -1,7 % | 5.607.969 $ | +83.527 $ | +1,5 % |
| Madden Advisory Services, Inc. | 5.598.645 $ | +83.455 $ | +1,5 % | 5.515.190 $ | +562.295 $ | +11,4 % | 4.952.895 $ | +178.636 $ | +3,7 % | |||
| Traub Capital Management LLC | 5.593.111 $ | +97.956 $ | +1,8 % | 5.495.155 $ | -73.348 $ | -1,3 % | 5.568.503 $ | -90.221 $ | -1,6 % | |||
| Valley Financial Group, Inc. | 5.328.578 $ | -223.812 $ | -4,0 % | 5.552.390 $ | -34.242 $ | -0,6 % | 5.586.632 $ | -1.332.448 $ | -19,3 % | |||
| Waterloo Capital, L.P. | 1.262.308 $ | +32.299 $ | +2,6 % | 1.230.009 $ | -4.343.297 $ | -77,9 % | 5.573.306 $ | +3.937.277 $ | +240,7 % | |||
| Macco Financial Group, Inc. | 5.568.147 $ | |||||||||||
| Migdal Insurance & Financial Holdings Ltd. | 5.563.678 $ | +1.516.753 $ | +37,5 % | 4.046.925 $ | +686.925 $ | +20,4 % | 3.360.000 $ | +223.000 $ | +7,1 % | |||
| Tortoise Investment Management, LLC | 4.384.825 $ | -1.176.088 $ | -21,1 % | 5.560.913 $ | +1.199.253 $ | +27,5 % | 4.361.660 $ | +754.378 $ | +20,9 % | |||
| Rezny Wealth Management, Inc. | 4.968.720 $ | -143.019 $ | -2,8 % | 5.111.739 $ | +1.836 $ | +0,0 % | 5.109.903 $ | -446.879 $ | -8,0 % | 5.556.782 $ | -676.799 $ | -10,9 % |
| Vermillion Wealth Management, Inc. | 5.556.631 $ | +1.125.079 $ | +25,4 % | 4.431.552 $ | +294.206 $ | +7,1 % | 4.137.346 $ | -118.281 $ | -2,8 % | |||
| Bay Rivers Group | 5.546.550 $ | +848.667 $ | +18,1 % | 4.697.883 $ | +95.014 $ | +2,1 % | 4.602.869 $ | -1.711 $ | -0,0 % | |||
| Colony Family Offices, LLC | 3.197.343 $ | -188.384 $ | -5,6 % | 3.385.727 $ | -2.045.029 $ | -37,7 % | 5.430.756 $ | -108.364 $ | -2,0 % | 5.539.120 $ | -231.946 $ | -4,0 % |
| IHT Wealth Management, LLC | 4.556.982 $ | -250.833 $ | -5,2 % | 4.807.815 $ | -709.028 $ | -12,9 % | 5.516.843 $ | -1.102.736 $ | -16,7 % | |||
| Austin Private Wealth, LLC | 5.514.419 $ | -74.283 $ | -1,3 % | |||||||||
| Eukles Asset Management | 5.503.402 $ | +600.702 $ | +12,3 % | 4.902.700 $ | +736.282 $ | +17,7 % | 4.166.418 $ | +353.838 $ | +9,3 % | |||
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 5.213.685 $ | -275.049 $ | -5,0 % | 5.488.734 $ | +551.803 $ | +11,2 % | 4.936.931 $ | +400.436 $ | +8,8 % | 4.536.495 $ | ||
| HighPoint Advisor Group LLC | 5.486.010 $ | +1.988.700 $ | +56,9 % | 3.497.310 $ | -38.218 $ | -1,1 % | 3.535.528 $ | |||||
| FC Advisory LLC | 5.122.523 $ | -181.516 $ | -3,4 % | 5.304.039 $ | -153.037 $ | -2,8 % | 5.457.076 $ | +37.852 $ | +0,7 % | 5.419.224 $ | +27.735 $ | +0,5 % |
| HFG Advisors, Inc. | 5.442.431 $ | +654.559 $ | +13,7 % | 4.787.872 $ | -123.062 $ | -2,5 % | 4.910.934 $ | +138.247 $ | +2,9 % | |||
| Tillman Hartley LLC | 5.344.518 $ | -35.677 $ | -0,7 % | 5.380.195 $ | -60.579 $ | -1,1 % | 5.440.774 $ | +12.150 $ | +0,2 % | |||
| CLEAR INVESTMENT RESEARCH, LLC | 5.225.328 $ | -10.640 $ | -0,2 % | 5.235.968 $ | -197.571 $ | -3,6 % | 5.433.539 $ | -452.717 $ | -7,7 % | |||
| Beaumont Financial Advisors, LLC | 5.135.754 $ | -10.510 $ | -0,2 % | 5.146.264 $ | +64.727 $ | +1,3 % | 5.081.537 $ | -347.999 $ | -6,4 % | 5.429.536 $ | -674.508 $ | -11,1 % |
| Quotient Wealth Partners, LLC | 5.424.064 $ | +504.207 $ | +10,2 % | 4.919.857 $ | +1.596.226 $ | +48,0 % | 3.323.631 $ | +9.339 $ | +0,3 % | |||
| Ankerstar Wealth, LLC | 3.902.102 $ | -1.516.611 $ | -28,0 % | 5.418.713 $ | +393.319 $ | +7,8 % | 5.025.394 $ | |||||
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 5.413.000 $ | |||||||||||
| Andrews Advisory Associates, LLC | 1.869.668 $ | -451.251 $ | -19,4 % | 2.320.919 $ | -369.767 $ | -13,7 % | 2.690.686 $ | -2.686.386 $ | -50,0 % | 5.377.072 $ | ||
| Tranquilli Financial Advisor LLC | 2.672.360 $ | -2.703.095 $ | -50,3 % | 5.375.455 $ | +4.130.579 $ | +331,8 % | 1.244.876 $ | |||||
| Elmwood Wealth Management, Inc. | 5.363.269 $ | +85.576 $ | +1,6 % | 5.277.693 $ | +106.269 $ | +2,1 % | 5.171.424 $ | -8.445 $ | -0,2 % | 5.179.869 $ | -29.828 $ | -0,6 % |
| Ironwood Investment Counsel, LLC | 5.148.244 $ | +44.046 $ | +0,9 % | 5.104.198 $ | -230.320 $ | -4,3 % | 5.334.518 $ | -232.081 $ | -4,2 % | |||
| TUCKER ASSET MANAGEMENT LLC | 5.324.285 $ | +796.828 $ | +17,6 % | 4.527.457 $ | +4.065.979 $ | +881,1 % | 461.478 $ | +80.628 $ | +21,2 % | |||
| SMART Wealth LLC | 4.945.734 $ | -376.433 $ | -7,1 % | 5.322.167 $ | +124.545 $ | +2,4 % | 5.197.622 $ | +662.028 $ | +14,6 % | |||
| AMERICAN NATIONAL BANK & TRUST | 5.316.053 $ | +403.993 $ | +8,2 % | 4.912.060 $ | +727.918 $ | +17,4 % | 4.184.142 $ | +198.050 $ | +5,0 % | 3.986.092 $ | +596.532 $ | +17,6 % |
| Legacy Wealth Asset Management, LLC | 5.315.412 $ | +1.945.354 $ | +57,7 % | 3.370.058 $ | +310.845 $ | +10,2 % | 3.059.213 $ | +165.687 $ | +5,7 % | 2.893.526 $ | +113.650 $ | +4,1 % |
| Mayflower Financial Advisors, LLC | 5.304.752 $ | +325.471 $ | +6,5 % | 4.979.281 $ | +934.622 $ | +23,1 % | 4.044.659 $ | -30.833 $ | -0,8 % | |||
| BFSG, LLC | 5.293.186 $ | +147.290 $ | +2,9 % | 5.145.896 $ | +1.249.183 $ | +32,1 % | 3.896.713 $ | +81.701 $ | +2,1 % | |||
| Thayer Financial, L.L.C. | 5.292.702 $ | |||||||||||
| Arbor Investment Advisors, LLC | 5.264.811 $ | +728.441 $ | +16,1 % | 4.536.370 $ | -130.271 $ | -2,8 % | 4.666.641 $ | -161.466 $ | -3,3 % | |||
| Agate Pass Investment Management, LLC | 4.669.027 $ | -591.261 $ | -11,2 % | 5.260.288 $ | +687.961 $ | +15,0 % | 4.572.327 $ | +1.771 $ | +0,0 % | 4.570.556 $ | +17.355 $ | +0,4 % |
| Cypress Wealth Services, LLC | 4.972.894 $ | -282.597 $ | -5,4 % | 5.255.491 $ | +68.405 $ | +1,3 % | 5.187.086 $ | +103.162 $ | +2,0 % | 5.083.924 $ | +636.521 $ | +14,3 % |
| Sankala Group LLC | 5.245.473 $ | +624.481 $ | +13,5 % | 4.620.992 $ | -207.970 $ | -4,3 % | 4.828.962 $ | |||||
| GAINLINE FINANCIAL PARTNERS, LLC | 5.232.067 $ | +410.356 $ | +8,5 % | 4.821.711 $ | ||||||||
| Arcadia Wealth Management, LLC | 4.375.890 $ | -847.520 $ | -16,2 % | 5.223.410 $ | +396.918 $ | +8,2 % | 4.826.492 $ | +79.302 $ | +1,7 % | 4.747.190 $ | +31.290 $ | +0,7 % |
| Stirlingshire Investments, Inc. | 5.199.328 $ | -15.044 $ | -0,3 % | 5.214.372 $ | +491.190 $ | +10,4 % | 4.723.182 $ | |||||
| SPROTT INC. | 5.168.562 $ | -15.696 $ | -0,3 % | 5.184.258 $ | -30.084 $ | -0,6 % | 5.214.342 $ | +922.101 $ | +21,5 % | |||
| New Capital Management LP | 4.389.149 $ | +74.942 $ | +1,7 % | 4.314.207 $ | -895.889 $ | -17,2 % | 5.210.096 $ | |||||
| USAdvisors Wealth Management, LLC | 5.200.000 $ | +259.000 $ | +5,2 % | 4.941.000 $ | +313.000 $ | +6,8 % | 4.628.000 $ | -500.000 $ | -9,8 % | 5.128.000 $ | +187.000 $ | +3,8 % |
| Heck Capital Advisors, LLC | 484.877 $ | -4.714.658 $ | -90,7 % | 5.199.535 $ | +1.496.522 $ | +40,4 % | 3.703.013 $ | -880.366 $ | -19,2 % | 4.583.379 $ | +4.033.484 $ | +733,5 % |
| Sterling Financial Planning, Inc. | 5.196.242 $ | +527.327 $ | +11,3 % | 4.668.915 $ | +702.927 $ | +17,7 % | 3.965.988 $ | +377.650 $ | +10,5 % | |||
| CLARK FINANCIAL SERVICES GROUP INC /BD | 4.877.061 $ | -303.422 $ | -5,9 % | 5.180.483 $ | +739.043 $ | +16,6 % | 4.441.440 $ | +8.036 $ | +0,2 % | 4.433.404 $ | -26.826 $ | -0,6 % |
| Janney Capital Management LLC | 5.173.000 $ | -147.000 $ | -2,8 % | |||||||||
| Triad Investment Management | 2.055.364 $ | -11.678 $ | -0,6 % | 2.067.042 $ | -1.829.509 $ | -47,0 % | 3.896.551 $ | -1.262.597 $ | -24,5 % | 5.159.148 $ | ||
| M Holdings Securities, Inc. | 1.833.000 $ | -3.000 $ | -0,2 % | 1.836.000 $ | -3.314.000 $ | -64,3 % | 5.150.000 $ | +3.580.000 $ | +228,0 % | |||
| BetterWealth, LLC | 4.973.905 $ | -165.853 $ | -3,2 % | 5.139.758 $ | +185.689 $ | +3,7 % | 4.954.069 $ | +381.411 $ | +8,3 % | 4.572.658 $ | +345.811 $ | +8,2 % |
| Massachusetts Wealth Management | 4.830.134 $ | -144.884 $ | -2,9 % | 4.975.018 $ | -23.035 $ | -0,5 % | 4.998.053 $ | -136.639 $ | -2,7 % | 5.134.692 $ | +330.739 $ | +6,9 % |
| SGL Investment Advisors, Inc. | 5.127.272 $ | +995.494 $ | +24,1 % | 4.131.778 $ | +1.340.661 $ | +48,0 % | 2.791.117 $ | +477.931 $ | +20,7 % | |||
| SSA SWISS ADVISORS AG | 5.003.145 $ | -110.092 $ | -2,2 % | 5.113.237 $ | +2.072.034 $ | +68,1 % | 3.041.203 $ | -951.198 $ | -23,8 % | |||
| Flower City Capital | 4.832.854 $ | -275.699 $ | -5,4 % | 5.108.553 $ | +847.455 $ | +19,9 % | 4.261.098 $ | +228.882 $ | +5,7 % | 4.032.216 $ | +172.980 $ | +4,5 % |
| Palogic Value Management, L.P. | 5.103.738 $ | +2.440.884 $ | +91,7 % | 2.662.854 $ | -113.976 $ | -4,1 % | 2.776.830 $ | -79.216 $ | -2,8 % | |||
| Delta Wealth Advisors LLC | 5.091.251 $ | +83.264 $ | +1,7 % | 5.007.987 $ | +426.454 $ | +9,3 % | 4.581.533 $ | +4.045.441 $ | +754,6 % | 536.092 $ | +13.082 $ | +2,5 % |
| Legacy Financial Advisors, Inc. | 4.844.208 $ | +557.672 $ | +13,0 % | 4.286.536 $ | -804.092 $ | -15,8 % | 5.090.628 $ | -161.124 $ | -3,1 % | |||
| TECTONIC ADVISORS LLC | 4.714.630 $ | -136.715 $ | -2,8 % | 4.851.345 $ | +174.595 $ | +3,7 % | 4.676.750 $ | -411.224 $ | -8,1 % | 5.087.974 $ | +259.092 $ | +5,4 % |
| COMPASS FINANCIAL MANAGEMENT LLC | 5.084.980 $ | |||||||||||
| Corundum Group, Inc. | 5.084.382 $ | |||||||||||
| Forum Finance Group S.A. | 5.082.000 $ | +1.666.000 $ | +48,8 % | 3.416.000 $ | ||||||||
| Rooted Wealth Advisors, Inc. | 864.923 $ | -4.215.431 $ | -83,0 % | 5.080.354 $ | +107.980 $ | +2,2 % | 4.972.374 $ | +464.211 $ | +10,3 % | |||
| ACR Alpine Capital Research, LLC | 5.080.145 $ | |||||||||||
| Kuhn & Co Investment Counsel | 5.074.390 $ | +61.593 $ | +1,2 % | 5.012.797 $ | +418.140 $ | +9,1 % | 4.594.657 $ | +464.844 $ | +11,3 % | |||
| Refined Wealth Management | 225.710 $ | -28.186 $ | -11,1 % | 253.896 $ | -1.873 $ | -0,7 % | 255.769 $ | -4.807.538 $ | -94,9 % | 5.063.307 $ | -193.548 $ | -3,7 % |
| Richmond Investment Services, LLC | 5.045.988 $ | +2.947.172 $ | +140,4 % | 2.098.816 $ | +121.395 $ | +6,1 % | ||||||
| Riverview Capital Advisers, LLC | 5.019.206 $ | +1.860.746 $ | +58,9 % | 3.158.460 $ | +2.248.182 $ | +247,0 % | 910.278 $ | +673.685 $ | +284,7 % | |||
| Compass Financial Group, INC/SD | 4.832.751 $ | -184.289 $ | -3,7 % | 5.017.040 $ | +419.189 $ | +9,1 % | 4.597.851 $ | -273.776 $ | -5,6 % | 4.871.627 $ | -66.709 $ | -1,4 % |
| Essential Partners LLC | 4.820.367 $ | -172.696 $ | -3,5 % | 4.993.063 $ | +1.693.995 $ | +51,3 % | 3.299.068 $ | +335.774 $ | +11,3 % | 2.963.294 $ | -36.240 $ | -1,2 % |
| REICON WEALTH ADVISORS, LLC | 4.991.515 $ | +2.211.170 $ | +79,5 % | 2.780.345 $ | -1.037.551 $ | -27,2 % | 3.817.896 $ | |||||
| ADAPT WEALTH ADVISORS, LLC | 4.987.777 $ | +618.117 $ | +14,1 % | 4.369.660 $ | -473.787 $ | -9,8 % | 4.843.447 $ | +48.046 $ | +1,0 % | |||
| 21 West Wealth Management LLC | 1.983.999 $ | -2.997.180 $ | -60,2 % | 4.981.179 $ | +106.642 $ | +2,2 % | 4.874.537 $ | +480.844 $ | +10,9 % | 4.393.693 $ | +824.149 $ | +23,1 % |
| Asset One Wealth Management LLC | 4.688.653 $ | -111.773 $ | -2,3 % | 4.800.426 $ | -175.807 $ | -3,5 % | 4.976.233 $ | |||||
| EPIQ PARTNERS, LLC | 4.973.369 $ | +422.577 $ | +9,3 % | 4.550.792 $ | +1.000.486 $ | +28,2 % | 3.550.306 $ | +488.992 $ | +16,0 % | 3.061.314 $ | +2.220.214 $ | +264,0 % |
| M1 Capital Management LLC | 4.957.169 $ | +3.474.809 $ | +234,4 % | 1.482.360 $ | +120.477 $ | +8,8 % | 1.361.883 $ | +406.671 $ | +42,6 % | |||
| Optas, LLC | 4.954.549 $ | +168.623 $ | +3,5 % | 4.785.926 $ | +25.297 $ | +0,5 % | 4.760.629 $ | -2.255.261 $ | -32,1 % | |||
| Insight Inv LLC | 4.928.475 $ | +44.712 $ | +0,9 % | 4.883.763 $ | +1.380.148 $ | +39,4 % | 3.503.615 $ | +273.580 $ | +8,5 % | |||
| One Wealth Management Investment & Advisory Services, LLC | 4.918.657 $ | |||||||||||
| Purpose Unlimited Inc. | 4.870.933 $ | +29.343 $ | +0,6 % | 4.841.590 $ | -73.206 $ | -1,5 % | 4.914.796 $ | |||||
| Novak & Powell Financial Services, Inc. | 4.228.142 $ | -653.416 $ | -13,4 % | 4.881.558 $ | -30.289 $ | -0,6 % | 4.911.847 $ | +24.210 $ | +0,5 % | |||
| 4Thought Financial Group Inc. | 4.898.773 $ | +378.983 $ | +8,4 % | 4.519.790 $ | +319.506 $ | +7,6 % | 4.200.284 $ | -11.892 $ | -0,3 % | |||
| CVA Family Office, LLC | 4.894.069 $ | +502.165 $ | +11,4 % | 4.391.904 $ | -304.855 $ | -6,5 % | 4.696.759 $ | +358.331 $ | +8,3 % | |||
| Portside Wealth Group, LLC | 4.889.360 $ | +230.354 $ | +4,9 % | 4.659.006 $ | +170.926 $ | +3,8 % | 4.488.080 $ | +130.903 $ | +3,0 % | 4.357.177 $ | +260.495 $ | +6,4 % |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 4.877.679 $ | +815.758 $ | +20,1 % | 4.061.921 $ | -21.541 $ | -0,5 % | 4.083.462 $ | +103.313 $ | +2,6 % | |||
| Nest Investments, LLC | 4.867.327 $ | +152.089 $ | +3,2 % | 4.715.238 $ | +271.994 $ | +6,1 % | 4.443.244 $ | |||||
| 55 North Private Wealth, LLC | 4.764.557 $ | -101.768 $ | -2,1 % | 4.866.325 $ | +276.067 $ | +6,0 % | 4.590.258 $ | +110.174 $ | +2,5 % | 4.480.084 $ | ||
| COMMONS CAPITAL, LLC | 277.063 $ | -4.586.283 $ | -94,3 % | 4.863.346 $ | +4.631.449 $ | +1.997,2 % | ||||||
| McClarren Financial Advisors, Inc. | 4.418.241 $ | -422.319 $ | -8,7 % | 4.840.560 $ | +717.368 $ | +17,4 % | 4.123.192 $ | -361.072 $ | -8,1 % | 4.484.264 $ | -98.894 $ | -2,2 % |
| W1M Asset Management Ltd | 3.830.433 $ | +1.919.925 $ | +100,5 % | 1.910.508 $ | -2.919.825 $ | -60,4 % | 4.830.333 $ | |||||
| Atlas Legacy Advisors, LLC | 4.826.495 $ | +761.873 $ | +18,7 % | 4.064.622 $ | +148.845 $ | +3,8 % | 3.915.777 $ | +297.410 $ | +8,2 % | |||
| PETTYJOHN, WOOD & WHITE, INC | 4.822.453 $ | +551.950 $ | +12,9 % | 4.270.503 $ | +207.643 $ | +5,1 % | 4.062.860 $ | +203.899 $ | +5,3 % | |||
| RHUMBLINE ADVISERS | 4.818.795 $ | +2.878.803 $ | +148,4 % | 1.939.992 $ | +1.041.128 $ | +115,8 % | 898.864 $ | -9.559.170 $ | -91,4 % | |||
| ARBOR TRUST WEALTH ADVISORS, LLC | 4.817.969 $ | +282.963 $ | +6,2 % | 4.535.006 $ | +62.781 $ | +1,4 % | 4.472.225 $ | +138.756 $ | +3,2 % | |||
| LEGACY SOLUTIONS, LLC | 4.642.175 $ | -174.655 $ | -3,6 % | 4.816.830 $ | +613.152 $ | +14,6 % | 4.203.678 $ | -207.880 $ | -4,7 % | 4.411.558 $ | +164.369 $ | +3,9 % |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 4.803.401 $ | +270.437 $ | +6,0 % | 4.532.964 $ | +2.591.774 $ | +133,5 % | 1.941.190 $ | +418.738 $ | +27,5 % | |||
| Summit Global Investments | 4.803.000 $ | +1.684.000 $ | +54,0 % | 3.119.000 $ | -846.000 $ | -21,3 % | 3.965.000 $ | +425.000 $ | +12,0 % | |||
| GWN SECURITIES INC. | 4.800.454 $ | +585.269 $ | +13,9 % | 4.215.185 $ | +1.144.275 $ | +37,3 % | 3.070.910 $ | +460.982 $ | +17,7 % | |||
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 4.262.431 $ | -418.944 $ | -8,9 % | 4.681.375 $ | -118.174 $ | -2,5 % | 4.799.549 $ | +133.681 $ | +2,9 % | |||
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4.160.460 $ | -634.866 $ | -13,2 % | 4.795.326 $ | +397.948 $ | +9,0 % | 4.397.378 $ | +4.364.213 $ | +13.159,1 % | |||
| Cypress Point Wealth Management, LLC | 4.777.914 $ | |||||||||||
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 4.776.768 $ | +413.622 $ | +9,5 % | 4.363.146 $ | +1.330.218 $ | +43,9 % | 3.032.928 $ | |||||
| Friedenthal Financial | 4.763.403 $ | +307.490 $ | +6,9 % | 4.455.913 $ | +129.609 $ | +3,0 % | 4.326.304 $ | -3.869.203 $ | -47,2 % | |||
| Prosperity Wealth Management, Inc. | 4.763.106 $ | +264.592 $ | +5,9 % | |||||||||
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 4.719.617 $ | +1.063.798 $ | +29,1 % | 3.655.819 $ | +444.902 $ | +13,9 % | 3.210.917 $ | +1.749.147 $ | +119,7 % | |||
| Veratis Advisors, Inc. | 4.718.622 $ | +507.028 $ | +12,0 % | 4.211.594 $ | ||||||||
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 4.681.000 $ | -14.000 $ | -0,3 % | 4.695.000 $ | -13.000 $ | -0,3 % | 4.708.000 $ | +12.000 $ | +0,3 % | |||
| UMB Bank, n.a. | 4.697.749 $ | +1.040.733 $ | +28,5 % | 3.657.016 $ | -303.652 $ | -7,7 % | 3.960.668 $ | +3.297.256 $ | +497,0 % | |||
| PVG ASSET MANAGEMENT CORP | 4.486.990 $ | -198.286 $ | -4,2 % | 4.685.276 $ | -5.188 $ | -0,1 % | 4.690.464 $ | +3.546.504 $ | +310,0 % | 1.143.960 $ | ||
| McDonough Capital Management, Inc | 4.497.580 $ | -55.310 $ | -1,2 % | 4.552.890 $ | -132.674 $ | -2,8 % | 4.685.564 $ | -77.630 $ | -1,6 % | |||
| Summit Wealth Partners, LLC | 3.872.458 $ | -473.915 $ | -10,9 % | 4.346.373 $ | -318.921 $ | -6,8 % | 4.665.294 $ | -161.419 $ | -3,3 % | |||
| Marble Wealth, LLC | 4.286.490 $ | -48.504 $ | -1,1 % | 4.334.994 $ | -328.601 $ | -7,0 % | 4.663.595 $ | |||||
| CBM Financial, LLC | 4.653.223 $ | +169.981 $ | +3,8 % | 4.483.242 $ | +137.068 $ | +3,2 % | 4.346.174 $ | |||||
| Quartz Partners, LLC | 4.640.859 $ | +483.400 $ | +11,6 % | 4.157.459 $ | +207.509 $ | +5,3 % | 3.949.950 $ | +304.467 $ | +8,4 % | |||
| Fortis Capital Management LLC | 4.519.234 $ | +31.375 $ | +0,7 % | 4.487.859 $ | -151.369 $ | -3,3 % | 4.639.228 $ | +35.825 $ | +0,8 % | |||
| Vilga Financial Planning LLC | 4.634.271 $ | +205.933 $ | +4,7 % | 4.428.338 $ | +527.895 $ | +13,5 % | 3.900.443 $ | -38.399 $ | -1,0 % | 3.938.842 $ | ||
| Advisory Solutions Group, LLC | 4.563.748 $ | -64.737 $ | -1,4 % | 4.628.485 $ | ||||||||
| Pinnacle Financial Group, LLC / IL | 4.483.183 $ | -137.794 $ | -3,0 % | 4.620.977 $ | +152.843 $ | +3,4 % | 4.468.134 $ | +388.049 $ | +9,5 % | |||
| Jackson Wealth Management, LLC | 4.446.000 $ | -165.000 $ | -3,6 % | 4.611.000 $ | +90.000 $ | +2,0 % | ||||||
| Portfolio Strategies, Inc. | 4.206.388 $ | +106.949 $ | +2,6 % | 4.099.439 $ | -510.248 $ | -11,1 % | 4.609.687 $ | +458.861 $ | +11,1 % | |||
| Essex Bank | 4.604.811 $ | +175.634 $ | +4,0 % | 4.429.177 $ | +283.453 $ | +6,8 % | 4.145.724 $ | -66.597 $ | -1,6 % | 4.212.321 $ | -180.579 $ | -4,1 % |
| Legacy Private Trust Co. | 3.725.145 $ | +2.149.810 $ | +136,5 % | 1.575.335 $ | -1.253.603 $ | -44,3 % | 2.828.938 $ | -1.768.247 $ | -38,5 % | 4.597.185 $ | -8.057.821 $ | -63,7 % |
| ALONGSIDE, LLC | 4.593.557 $ | |||||||||||
| SEAMOUNT FINANCIAL GROUP INC | 4.590.079 $ | +16.002 $ | +0,3 % | 4.574.077 $ | +243.733 $ | +5,6 % | 4.330.344 $ | +10.343 $ | +0,2 % | 4.320.001 $ | -7.503 $ | -0,2 % |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 4.583.022 $ | +660.144 $ | +16,8 % | 3.922.878 $ | -146.343 $ | -3,6 % | 4.069.221 $ | +85.351 $ | +2,1 % | |||
| SONATA CAPITAL GROUP INC | 4.581.456 $ | +62.181 $ | +1,4 % | 4.519.275 $ | +212.409 $ | +4,9 % | 4.306.866 $ | -157.656 $ | -3,5 % | 4.464.522 $ | ||
| Unify Financial Advisors | 4.567.323 $ | +137.825 $ | +3,1 % | 4.429.498 $ | +776.372 $ | +21,3 % | 3.653.126 $ | |||||
| Southland Equity Partners LLC | 3.070.424 $ | -1.465.618 $ | -32,3 % | 4.536.042 $ | -30.955 $ | -0,7 % | 4.566.997 $ | +1.960.316 $ | +75,2 % | 2.606.681 $ | +168.721 $ | +6,9 % |
| North Forty Two & Co. | 4.293.657 $ | -111.963 $ | -2,5 % | 4.405.620 $ | -37.831 $ | -0,9 % | 4.443.451 $ | -103.903 $ | -2,3 % | 4.547.354 $ | +188.920 $ | +4,3 % |
| STEEL GROVE CAPITAL ADVISORS, LLC | 1.142.600 $ | -633.409 $ | -35,7 % | 1.776.009 $ | +648.408 $ | +57,5 % | 1.127.601 $ | -3.416.184 $ | -75,2 % | 4.543.785 $ | +4.306.380 $ | +1.813,9 % |
| Philadelphia Investment Partners, LLC | 4.543.644 $ | +716.577 $ | +18,7 % | 3.827.067 $ | ||||||||
| BURNEY CO/ | 4.534.404 $ | +575.873 $ | +14,5 % | 3.958.531 $ | +280.404 $ | +7,6 % | 3.678.127 $ | +1.288.521 $ | +53,9 % | 2.389.606 $ | +1.255.625 $ | +110,7 % |
| Fortis Capital Advisors, LLC | 3.105.260 $ | -1.407.427 $ | -31,2 % | 4.512.687 $ | +321.776 $ | +7,7 % | 4.190.911 $ | +30.076 $ | +0,7 % | |||
| MSH Capital Advisors LLC | 4.494.485 $ | +3.549.475 $ | +375,6 % | 945.010 $ | -1.414.843 $ | -60,0 % | 2.359.853 $ | |||||
| Cedar Point Capital Partners, LLC | 4.361.783 $ | +120.400 $ | +2,8 % | 4.241.383 $ | -245.809 $ | -5,5 % | 4.487.192 $ | +810.056 $ | +22,0 % | |||
| Greenline Partners, LLC | 3.912.791 $ | +94.219 $ | +2,5 % | 3.818.572 $ | -659.967 $ | -14,7 % | 4.478.539 $ | +80.648 $ | +1,8 % | |||
| Impact Investors, Inc | 4.050.894 $ | -420.904 $ | -9,4 % | 4.471.798 $ | +869.842 $ | +24,1 % | 3.601.956 $ | +1.105.064 $ | +44,3 % | |||
| HAZLETT, BURT & WATSON, INC. | 4.471.000 $ | +603.000 $ | +15,6 % | 3.868.000 $ | +1.675.000 $ | +76,4 % | 2.193.000 $ | +834.000 $ | +61,4 % | |||
| BlueCrest Capital Management Ltd | 4.454.587 $ | |||||||||||
| PW ADVISORS, LLC \ FL | 4.453.774 $ | |||||||||||
| Emergent Wealth Advisors, LLC | 4.253.562 $ | -197.969 $ | -4,4 % | 4.451.531 $ | +260.097 $ | +6,2 % | 4.191.434 $ | +833.217 $ | +24,8 % | 3.358.217 $ | +309.518 $ | +10,2 % |
| Integrated Capital Management, LLC | 1.432.976 $ | +142.464 $ | +11,0 % | 1.290.512 $ | -3.151.719 $ | -70,9 % | 4.442.231 $ | +53.983 $ | +1,2 % | |||
| Dickmeyer Boyce Financial Management, Inc. | 4.430.057 $ | +118.221 $ | +2,7 % | 4.311.836 $ | +810.449 $ | +23,1 % | 3.501.387 $ | |||||
| Van Diest Capital, LLC | 4.418.966 $ | +981.331 $ | +28,5 % | 3.437.635 $ | +2.128.204 $ | +162,5 % | 1.309.431 $ | |||||
| Nicht ausgewiesen | 4.404.723 $ | +1.104.921 $ | +33,5 % | 3.299.802 $ | -705.007 $ | -17,6 % | 4.004.809 $ | +94.010 $ | +2,4 % | |||
| Prosperity Advisers, LLC | 4.398.285 $ | +191.863 $ | +4,6 % | 4.206.422 $ | +27.074 $ | +0,6 % | 4.179.348 $ | |||||
| Oxford Wealth Group, LLC | 442.447 $ | +16.773 $ | +3,9 % | 425.674 $ | -3.927.758 $ | -90,2 % | 4.353.432 $ | |||||
| Red Mountain Financial, LLC | 4.340.515 $ | +733.955 $ | +20,4 % | 3.606.560 $ | +1.936.208 $ | +115,9 % | 1.670.352 $ | +703.643 $ | +72,8 % | |||
| Elite Life Management LLC | 4.039.140 $ | +89.768 $ | +2,3 % | 3.949.372 $ | -384.439 $ | -8,9 % | 4.333.811 $ | -470.612 $ | -9,8 % | |||
| Alternative Investment Advisors, LLC. | 4.329.673 $ | +594.890 $ | +15,9 % | 3.734.783 $ | +429.862 $ | +13,0 % | 3.304.921 $ | +298.194 $ | +9,9 % | |||
| Schneider Downs Wealth Management Advisors, LP | 4.318.918 $ | +467.358 $ | +12,1 % | 3.851.560 $ | -305.428 $ | -7,3 % | 4.156.988 $ | +43.026 $ | +1,0 % | |||
| STEINBERGANNA WEALTH MANAGEMENT | 3.817.693 $ | -114.508 $ | -2,9 % | 3.932.201 $ | -359.635 $ | -8,4 % | 4.291.836 $ | +259.310 $ | +6,4 % | |||
| Alteri Wealth LLC | 4.289.331 $ | +144.089 $ | +3,5 % | 4.145.242 $ | +163.383 $ | +4,1 % | 3.981.859 $ | +167.893 $ | +4,4 % | |||
| Beacon Bridge Wealth Partners, LLC | 4.285.540 $ | +367.825 $ | +9,4 % | 3.917.715 $ | -145.475 $ | -3,6 % | 4.063.190 $ | -109.270 $ | -2,6 % | |||
| Capital Investment Management, Inc. | 4.282.622 $ | +15.280 $ | +0,4 % | 4.267.342 $ | +131.766 $ | +3,2 % | 4.135.576 $ | |||||
| EASTERLY INVESTMENT PARTNERS LLC | 4.238.736 $ | -13.624 $ | -0,3 % | 4.252.360 $ | -26.042 $ | -0,6 % | 4.278.402 $ | -60.629 $ | -1,4 % | |||
| Kassira Wealth Management LLC | 4.244.534 $ | +54.878 $ | +1,3 % | 4.189.656 $ | +144.745 $ | +3,6 % | 4.044.911 $ | +423.400 $ | +11,7 % | |||
| Prostatis Group LLC | 233.123 $ | -4.010.095 $ | -94,5 % | 4.243.218 $ | +1.410.719 $ | +49,8 % | 2.832.499 $ | +2.159.419 $ | +320,8 % | |||
| Sepio Capital, LP | 3.589.895 $ | -652.789 $ | -15,4 % | 4.242.684 $ | +1.612.710 $ | +61,3 % | 2.629.974 $ | +120.935 $ | +4,8 % | 2.509.039 $ | -117.965 $ | -4,5 % |
| Klingman & Associates, LLC | 4.238.698 $ | +264.187 $ | +6,6 % | 3.974.511 $ | +469.313 $ | +13,4 % | 3.505.198 $ | +78.283 $ | +2,3 % | 3.426.915 $ | +38.913 $ | +1,1 % |
| 17 CAPITAL PARTNERS, LLC | 4.238.263 $ | +922.322 $ | +27,8 % | 3.315.941 $ | +764.509 $ | +30,0 % | 2.551.432 $ | +1.118.809 $ | +78,1 % | |||
| Iron Gate Global Advisors LLC | 3.817.732 $ | -413.756 $ | -9,8 % | 4.231.488 $ | +1.417.056 $ | +50,3 % | 2.814.432 $ | +1.111.016 $ | +65,2 % | |||
| SALEM INVESTMENT COUNSELORS INC | 3.750.688 $ | -473.499 $ | -11,2 % | 4.224.187 $ | +527.915 $ | +14,3 % | 3.696.272 $ | +670.598 $ | +22,2 % | 3.025.674 $ | +671.508 $ | +28,5 % |
| Rossby Financial, LCC | 4.104.792 $ | -118.444 $ | -2,8 % | 4.223.236 $ | +651.858 $ | +18,3 % | 3.571.378 $ | +2.707.952 $ | +313,6 % | |||
| JNBA Financial Advisors | 4.058.071 $ | -35.165 $ | -0,9 % | 4.093.236 $ | -129.699 $ | -3,1 % | 4.222.935 $ | -273.743 $ | -6,1 % | |||
| Catalyst Investment Management LLC | 4.216.726 $ | |||||||||||
| MARINER INVESTMENT GROUP LLC | 4.213.643 $ | +66.157 $ | +1,6 % | 4.147.486 $ | ||||||||
| Trilogy Capital Inc. | 3.747.727 $ | -459.683 $ | -10,9 % | 4.207.410 $ | +580.947 $ | +16,0 % | 3.626.463 $ | +477.258 $ | +15,2 % | 3.149.205 $ | +217.537 $ | +7,4 % |
| Sound View Wealth Advisors Group, LLC | 4.200.430 $ | +552.044 $ | +15,1 % | 3.648.386 $ | -178.666 $ | -4,7 % | 3.827.052 $ | +300.262 $ | +8,5 % | |||
| Capital Investment Counsel, LLC | 4.157.444 $ | +10.578 $ | +0,3 % | 4.146.866 $ | -53.320 $ | -1,3 % | 4.200.186 $ | +31.061 $ | +0,7 % | 4.169.125 $ | -258.984 $ | -5,8 % |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 2.870.912 $ | -836.171 $ | -22,6 % | 3.707.083 $ | -467.517 $ | -11,2 % | 4.174.600 $ | -46.151 $ | -1,1 % | |||
| Evanson Financial, LLC | 4.172.395 $ | |||||||||||
| Wood Tarver Financial Group, LLC | 3.850.000 $ | -156.000 $ | -3,9 % | 4.006.000 $ | -152.000 $ | -3,7 % | 4.158.000 $ | -12.662.000 $ | -75,3 % | |||
| Avestar Capital, LLC | 4.147.730 $ | +867.342 $ | +26,4 % | 3.280.388 $ | +460.002 $ | +16,3 % | 2.820.386 $ | +54.659 $ | +2,0 % | |||
| Moors & Cabot, Inc. | 4.143.361 $ | +668.666 $ | +19,2 % | 3.474.695 $ | +25.838 $ | +0,7 % | 3.448.857 $ | +759.174 $ | +28,2 % | |||
| PHILADELPHIA TRUST CO | 4.143.000 $ | +727.000 $ | +21,3 % | 3.416.000 $ | -314.000 $ | -8,4 % | 3.730.000 $ | +74.000 $ | +2,0 % | |||
| J.Safra Asset Management Corp | 4.117.858 $ | +643.771 $ | +18,5 % | 3.474.087 $ | +243.826 $ | +7,5 % | 3.230.261 $ | +430.073 $ | +15,4 % | |||
| Clarion Wealth Managment Partners, LLC | 4.112.929 $ | +572.398 $ | +16,2 % | 3.540.531 $ | -235.595 $ | -6,2 % | 3.776.126 $ | +73.266 $ | +2,0 % | |||
| Spectrum Investment Advisors, Inc. | 4.107.484 $ | +761.110 $ | +22,7 % | 3.346.374 $ | -129.950 $ | -3,7 % | 3.476.324 $ | -860.842 $ | -19,8 % | |||
| GREENLEAF TRUST | 4.101.028 $ | +430.236 $ | +11,7 % | 3.670.792 $ | -222.435 $ | -5,7 % | 3.893.227 $ | -18.447.311 $ | -82,6 % | |||
| BridgePort Financial Solutions, LLC | 4.094.743 $ | +101.719 $ | +2,5 % | 3.993.024 $ | +376.201 $ | +10,4 % | 3.616.823 $ | +60.626 $ | +1,7 % | |||
| Pinnacle Wealth Management Advisory Group, LLC | 4.094.599 $ | +451.467 $ | +12,4 % | 3.643.132 $ | +780.067 $ | +27,2 % | 2.863.065 $ | -1.704 $ | -0,1 % | |||
| SHELTON CAPITAL MANAGEMENT | 3.822.213 $ | -268.184 $ | -6,6 % | 4.090.397 $ | ||||||||
| GC Wealth Management RIA, LLC | 4.076.930 $ | +2.622.816 $ | +180,4 % | 1.454.114 $ | +43.814 $ | +3,1 % | 1.410.300 $ | -61.773 $ | -4,2 % | |||
| Sherman Wealth Management LLC | 4.071.548 $ | +75.110 $ | +1,9 % | 3.996.438 $ | +658.291 $ | +19,7 % | 3.338.147 $ | -306.554 $ | -8,4 % | 3.644.701 $ | ||
| Ranch Capital Advisors Inc. | 4.069.518 $ | +772.758 $ | +23,4 % | 3.296.760 $ | +55.680 $ | +1,7 % | 3.241.080 $ | +392.247 $ | +13,8 % | |||
| Ignite Planners, LLC | 3.857.172 $ | -209.600 $ | -5,2 % | 4.066.772 $ | +489.845 $ | +13,7 % | 3.576.927 $ | -387.533 $ | -9,8 % | 3.964.460 $ | +237.511 $ | +6,4 % |
| AlTi Global, Inc. | 4.063.537 $ | +160.690 $ | +4,1 % | 3.902.847 $ | +197.268 $ | +5,3 % | 3.705.579 $ | +611.655 $ | +19,8 % | |||
| TPG Financial Advisors, LLC | 3.750.529 $ | -157.388 $ | -4,0 % | 3.907.917 $ | -152.732 $ | -3,8 % | 4.060.649 $ | -27.256 $ | -0,7 % | |||
| Severin Investments, LLC | 4.054.815 $ | +176.579 $ | +4,6 % | 3.878.236 $ | +2.938.680 $ | +312,8 % | 939.556 $ | +36.263 $ | +4,0 % | |||
| 3Chopt Investment Partners, LLC | 3.560.485 $ | +494.604 $ | +16,1 % | 3.065.881 $ | -982.209 $ | -24,3 % | 4.048.090 $ | +780.754 $ | +23,9 % | |||
| GSG Advisors LLC | 4.047.100 $ | +1.279.135 $ | +46,2 % | 2.767.965 $ | +1.821.739 $ | +192,5 % | 946.226 $ | +274.106 $ | +40,8 % | |||
| Heartwood Wealth Advisors LLC | 3.571.674 $ | -461.983 $ | -11,5 % | 4.033.657 $ | +634.828 $ | +18,7 % | 3.398.829 $ | -117.093 $ | -3,3 % | 3.515.922 $ | +158.651 $ | +4,7 % |
| Buttonwood Financial Group, LLC | 4.023.869 $ | -799.700 $ | -16,6 % | |||||||||
| Turtle Creek Wealth Advisors, LLC | 2.424.771 $ | -35.168 $ | -1,4 % | 2.459.939 $ | +273.329 $ | +12,5 % | 2.186.610 $ | -1.826.626 $ | -45,5 % | 4.013.236 $ | +875.199 $ | +27,9 % |
| Key Capital Management, INC | 4.003.621 $ | +1.296.113 $ | +47,9 % | 2.707.508 $ | -820.204 $ | -23,3 % | 3.527.712 $ | |||||
| TruWealth Advisors, LLC | 3.997.127 $ | +312.754 $ | +8,5 % | 3.684.373 $ | +425.986 $ | +13,1 % | ||||||
| Seneca Financial Advisors LLC | 3.989.872 $ | +95.044 $ | +2,4 % | 3.894.828 $ | +193.197 $ | +5,2 % | 3.701.631 $ | +460.644 $ | +14,2 % | |||
| ROVIN CAPITAL /UT/ /ADV | 3.987.000 $ | +2.074.000 $ | +108,4 % | |||||||||
| Fortitude Family Office, LLC | 3.929.687 $ | -40.275 $ | -1,0 % | 3.969.962 $ | +451.474 $ | +12,8 % | 3.518.488 $ | +45.886 $ | +1,3 % | 3.472.602 $ | +32.993 $ | +1,0 % |
| Guardian Asset Advisors, LLC | 3.969.393 $ | +272.538 $ | +7,4 % | 3.696.855 $ | +500.204 $ | +15,6 % | 3.196.651 $ | -226.778 $ | -6,6 % | 3.423.429 $ | +17.978 $ | +0,5 % |
| WJ Financial Advisors LLC | 3.968.305 $ | +329.215 $ | +9,0 % | 3.639.090 $ | -55.243 $ | -1,5 % | 3.694.333 $ | +20.153 $ | +0,5 % | |||
| Rinkey Investments | 3.959.434 $ | +1.261.683 $ | +46,8 % | 2.697.751 $ | +299.954 $ | +12,5 % | 2.397.797 $ | +279.913 $ | +13,2 % | |||
| James J. Burns & Company, LLC | 3.956.493 $ | +51.036 $ | +1,3 % | 3.905.457 $ | +538.467 $ | +16,0 % | 3.366.990 $ | -297.920 $ | -8,1 % | 3.664.910 $ | -56.809 $ | -1,5 % |
| IFS Group,LLC | 3.939.917 $ | +2.581.155 $ | +190,0 % | |||||||||
| HF Advisory Group, LLC | 3.933.596 $ | +213.216 $ | +5,7 % | 3.720.380 $ | +498.216 $ | +15,5 % | 3.222.164 $ | -247.921 $ | -7,1 % | 3.470.085 $ | +163.926 $ | +5,0 % |
| Dana Investment Advisors, Inc. | 3.927.091 $ | +395.718 $ | +11,2 % | 3.531.373 $ | +180.421 $ | +5,4 % | 3.350.952 $ | -541.112 $ | -13,9 % | |||
| Williams Financial, LLC | 3.801.740 $ | -124.167 $ | -3,2 % | 3.925.907 $ | +276.669 $ | +7,6 % | 3.649.238 $ | -58.238 $ | -1,6 % | 3.707.476 $ | ||
| Pachira Investments Inc. | 3.917.023 $ | +943.138 $ | +31,7 % | 2.973.885 $ | +851.701 $ | +40,1 % | 2.122.184 $ | +577.829 $ | +37,4 % | 1.544.355 $ | +561.673 $ | +57,2 % |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 3.909.809 $ | +431.425 $ | +12,4 % | 3.478.384 $ | +863.011 $ | +33,0 % | 2.615.373 $ | +572.842 $ | +28,0 % | |||
| First County Bank /CT/ | 3.643.915 $ | -265.135 $ | -6,8 % | 3.909.050 $ | +1.718.017 $ | +78,4 % | 2.191.033 $ | -42.134 $ | -1,9 % | 2.233.167 $ | +2.985 $ | +0,1 % |
| Pinnacle Wealth Planning Services, Inc. | 3.904.609 $ | +153.821 $ | +4,1 % | 3.750.788 $ | +1.117.183 $ | +42,4 % | 2.633.605 $ | -84.693 $ | -3,1 % | |||
| Eagle Strategies LLC | 3.895.613 $ | +135.259 $ | +3,6 % | 3.760.354 $ | +396.284 $ | +11,8 % | 3.364.070 $ | -155.053 $ | -4,4 % | 3.519.123 $ | -70.423 $ | -2,0 % |
| Dakota Wealth Management | 2.901.002 $ | +486.382 $ | +20,1 % | 2.414.620 $ | -1.477.434 $ | -38,0 % | 3.892.054 $ | +2.871.913 $ | +281,5 % | |||
| Jacobi Capital Management LLC | 3.434.299 $ | -341.415 $ | -9,0 % | 3.775.714 $ | -114.929 $ | -3,0 % | 3.890.643 $ | +27.231 $ | +0,7 % | |||
| LAUREL OAK WEALTH MANAGEMENT, LLC | 1.976.478 $ | -208.795 $ | -9,6 % | 2.185.273 $ | -667.112 $ | -23,4 % | 2.852.385 $ | -1.031.584 $ | -26,6 % | 3.883.969 $ | ||
| Welch Group, LLC | 3.798.989 $ | -84.235 $ | -2,2 % | 3.883.224 $ | +158.251 $ | +4,2 % | 3.724.973 $ | +526.630 $ | +16,5 % | |||
| SMITH, MOORE & CO. | 3.882.775 $ | +336.607 $ | +9,5 % | 3.546.168 $ | +280.744 $ | +8,6 % | 3.265.424 $ | -3.310 $ | -0,1 % | |||
| North Capital, Inc. | 3.881.669 $ | +1.108.149 $ | +40,0 % | 2.773.520 $ | -50.099 $ | -1,8 % | 2.823.619 $ | -24.620 $ | -0,9 % | 2.848.239 $ | -138.890 $ | -4,6 % |
| TrueWealth Advisors, LLC | 2.378.901 $ | -70.510 $ | -2,9 % | 2.449.411 $ | +134.343 $ | +5,8 % | 2.315.068 $ | -1.557.471 $ | -40,2 % | 3.872.539 $ | -187.531 $ | -4,6 % |
| BAKER BOYER NATIONAL BANK | 3.872.475 $ | +520.541 $ | +15,5 % | 3.351.934 $ | +11.155 $ | +0,3 % | 3.340.779 $ | +109.636 $ | +3,4 % | |||
| Princeton Global Asset Management LLC | 3.871.062 $ | +90.131 $ | +2,4 % | 3.780.931 $ | +518.272 $ | +15,9 % | 3.262.659 $ | +1.148.590 $ | +54,3 % | 2.114.069 $ | -52.280 $ | -2,4 % |
| Montgomery Financial Services LLC | 3.864.286 $ | |||||||||||
| Northern Lights Advisors, Inc. | 3.858.990 $ | +16.717 $ | +0,4 % | 3.842.273 $ | +170.749 $ | +4,7 % | 3.671.524 $ | -107.729 $ | -2,9 % | 3.779.253 $ | ||
| Hobbs Group Advisors, LLC | 3.433.786 $ | +26.300 $ | +0,8 % | 3.407.486 $ | -427.504 $ | -11,1 % | 3.834.990 $ | -169.786 $ | -4,2 % | |||
| BHK Investment Advisors, LLC | 3.020.236 $ | -674.622 $ | -18,3 % | 3.694.858 $ | -134.197 $ | -3,5 % | 3.829.055 $ | -39.096 $ | -1,0 % | |||
| LaSalle St. Investment Advisors, LLC | 3.825.315 $ | +1.190.897 $ | +45,2 % | 2.634.418 $ | +529.418 $ | +25,2 % | 2.105.000 $ | +59.000 $ | +2,9 % | |||
| Meridian Financial Advisors, LLC | 3.771.541 $ | -52.405 $ | -1,4 % | 3.823.946 $ | +84.398 $ | +2,3 % | 3.739.548 $ | +103.017 $ | +2,8 % | 3.636.531 $ | +360.961 $ | +11,0 % |
| SAXON INTERESTS, INC. | 3.818.505 $ | +513.786 $ | +15,5 % | 3.304.719 $ | +86.264 $ | +2,7 % | 3.218.455 $ | +135.040 $ | +4,4 % | |||
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2.018.995 $ | -922.132 $ | -31,4 % | 2.941.127 $ | +668.398 $ | +29,4 % | 2.272.729 $ | -1.540.731 $ | -40,4 % | 3.813.460 $ | -96.942 $ | -2,5 % |
| Sunpointe, LLC | 3.807.973 $ | +23.050 $ | +0,6 % | 3.784.923 $ | +602.415 $ | +18,9 % | 3.182.508 $ | -293.950 $ | -8,5 % | 3.476.458 $ | +348.136 $ | +11,1 % |
| V2 Financial group LLC | 3.397.105 $ | -410.471 $ | -10,8 % | 3.807.576 $ | +3.025.664 $ | +387,0 % | 781.912 $ | +6.031 $ | +0,8 % | |||
| RITHOLTZ WEALTH MANAGEMENT | 3.807.418 $ | +806.227 $ | +26,9 % | 3.001.191 $ | -179.512 $ | -5,6 % | 3.180.703 $ | +94.384 $ | +3,1 % | |||
| TWIN FOCUS CAPITAL PARTNERS, LLC | 3.760.283 $ | -7.864 $ | -0,2 % | 3.768.147 $ | -34.104 $ | -0,9 % | 3.802.251 $ | +1.782.123 $ | +88,2 % | |||
| Aspen Grove Capital, LLC | 3.790.975 $ | +513.212 $ | +15,7 % | 3.277.763 $ | +21.270 $ | +0,7 % | 3.256.493 $ | +55.627 $ | +1,7 % | |||
| TOBIAS FINANCIAL ADVISORS, INC. | 3.789.666 $ | +442.948 $ | +13,2 % | 3.346.718 $ | +34.466 $ | +1,0 % | 3.312.252 $ | +80.718 $ | +2,5 % | |||
| Fiduciary Group, LLC | 3.362.252 $ | -313.577 $ | -8,5 % | 3.675.829 $ | -95.719 $ | -2,5 % | 3.771.548 $ | -129.116 $ | -3,3 % | |||
| Christensen, King & Associates Investment Services, Inc. | 3.759.027 $ | +428.015 $ | +12,8 % | 3.331.012 $ | -114.677 $ | -3,3 % | 3.445.689 $ | +105.322 $ | +3,2 % | 3.340.367 $ | +86.978 $ | +2,7 % |
| Evanson Asset Management, LLC | 3.752.123 $ | +1.339.251 $ | +55,5 % | 2.412.872 $ | +953.526 $ | +65,3 % | ||||||
| UPTICK PARTNERS, LLC | 3.731.701 $ | +816.239 $ | +28,0 % | 2.915.462 $ | +1.442.118 $ | +97,9 % | 1.473.344 $ | +722.687 $ | +96,3 % | |||
| OxenFree Capital LLC | 3.729.928 $ | +116.233 $ | +3,2 % | 3.613.695 $ | -50.494 $ | -1,4 % | 3.664.189 $ | +198.507 $ | +5,7 % | 3.465.682 $ | +156.996 $ | +4,7 % |
| FSA Investment Group, LLC | 3.718.915 $ | +404.953 $ | +12,2 % | 3.313.962 $ | +348.778 $ | +11,8 % | 2.965.184 $ | -130.440 $ | -4,2 % | 3.095.624 $ | +399.735 $ | +14,8 % |
| Pine Valley Investments Ltd Liability Co | 3.697.850 $ | +175.030 $ | +5,0 % | 3.522.820 $ | +131.829 $ | +3,9 % | 3.390.991 $ | -2.781 $ | -0,1 % | |||
| GERMAN AMERICAN BANCORP, INC. | 3.078.795 $ | -27.888 $ | -0,9 % | 3.106.683 $ | -560.675 $ | -15,3 % | 3.667.358 $ | -6.747 $ | -0,2 % | |||
| Lionshead Wealth Management, LLC | 3.140.080 $ | -16.310 $ | -0,5 % | 3.156.390 $ | -509.809 $ | -13,9 % | 3.666.199 $ | +1.203.916 $ | +48,9 % | 2.462.283 $ | -306.037 $ | -11,1 % |
| Axos Invest Inc. | 2.810.713 $ | -240.787 $ | -7,9 % | 3.051.500 $ | -291.623 $ | -8,7 % | 3.343.123 $ | -319.468 $ | -8,7 % | 3.662.591 $ | -215.658 $ | -5,6 % |
| Lee, Kelleher & Klein Wealth Management | 3.601.410 $ | -57.051 $ | -1,6 % | 3.658.461 $ | +352.523 $ | +10,7 % | 3.305.938 $ | -67.377 $ | -2,0 % | 3.373.315 $ | -30.489 $ | -0,9 % |
| Independent Wealth Advisors LLC | 3.654.913 $ | +473.728 $ | +14,9 % | 3.181.185 $ | -105.464 $ | -3,2 % | 3.286.649 $ | |||||
| Index Fund Advisors, Inc. | 3.640.445 $ | +191.912 $ | +5,6 % | 3.448.533 $ | +1.557.426 $ | +82,4 % | 1.891.107 $ | +499.009 $ | +35,8 % | |||
| RIA Advisory Group LLC | 3.637.754 $ | +245.138 $ | +7,2 % | |||||||||
| Thayer Partners, LLC / MA | 3.610.480 $ | +1.020.804 $ | +39,4 % | 2.589.676 $ | +315.145 $ | +13,9 % | 2.274.531 $ | |||||
| LifeGuide Financial Advisors, LLC | 3.607.087 $ | +426.358 $ | +13,4 % | 3.180.729 $ | +292.529 $ | +10,1 % | 2.888.200 $ | -55.977 $ | -1,9 % | 2.944.177 $ | +2.332.403 $ | +381,3 % |
| FOUNDERS FINANCIAL SECURITIES LLC | 1.929.897 $ | -1.676.409 $ | -46,5 % | 3.606.306 $ | +1.088.146 $ | +43,2 % | 2.518.160 $ | +236.776 $ | +10,4 % | |||
| WealthShield Partners, LLC | 1.226.597 $ | -2.377.116 $ | -66,0 % | 3.603.713 $ | -730 $ | -0,0 % | 3.604.443 $ | +56.263 $ | +1,6 % | |||
| Valtrion Capital Management, LLC | 3.099.043 $ | +446.751 $ | +16,8 % | 2.652.292 $ | -949.427 $ | -26,4 % | 3.601.719 $ | +32.539 $ | +0,9 % | |||
| TME FINANCIAL, INC. | 3.600.390 $ | +120.427 $ | +3,5 % | 3.479.963 $ | +893.696 $ | +34,6 % | 2.586.267 $ | -517.881 $ | -16,7 % | 3.104.148 $ | -398.924 $ | -11,4 % |
| GREENBERG FINANCIAL GROUP | 3.597.474 $ | +14.792 $ | +0,4 % | |||||||||
| SOL Capital Management CO | 3.594.000 $ | +101.000 $ | +2,9 % | |||||||||
| B.O.S.S. Retirement Advisors, LLC | 2.498.148 $ | -107.812 $ | -4,1 % | 2.605.960 $ | -983.004 $ | -27,4 % | 3.588.964 $ | -4.877.185 $ | -57,6 % | |||
| Schulz Wealth, LTD. | 3.579.591 $ | +828.502 $ | +30,1 % | 2.751.089 $ | -51.583 $ | -1,8 % | ||||||
| THOMIST CAPITAL MANAGEMENT, LP | 3.574.792 $ | +3.169.364 $ | +781,7 % | |||||||||
| Compass Financial Group, Inc. (Ohio) | 3.440.269 $ | -121.593 $ | -3,4 % | 3.561.862 $ | +177.212 $ | +5,2 % | 3.384.650 $ | -52.821 $ | -1,5 % | 3.437.471 $ | ||
| Nicht ausgewiesen | 3.559.950 $ | +670.957 $ | +23,2 % | 2.888.993 $ | -58.235 $ | -2,0 % | 2.947.228 $ | +97.468 $ | +3,4 % | |||
| Prosperity Planning, Inc. | 3.552.005 $ | +749.724 $ | +26,8 % | 2.802.281 $ | -12.672 $ | -0,5 % | 2.814.953 $ | +3.413 $ | +0,1 % | 2.811.540 $ | -13.036 $ | -0,5 % |
| Wise Wealth Partners | 1.689.904 $ | -1.859.481 $ | -52,4 % | 3.549.385 $ | ||||||||
| Sterling Investment Advisors, Ltd. | 3.164.293 $ | -12.848 $ | -0,4 % | 3.177.141 $ | -371.545 $ | -10,5 % | 3.548.686 $ | -264.111 $ | -6,9 % | |||
| City State Bank | 3.492.552 $ | -50.201 $ | -1,4 % | 3.542.753 $ | +415.337 $ | +13,3 % | 3.127.416 $ | +14.932 $ | +0,5 % | |||
| Anchor Bay Capital, Inc. | 3.538.196 $ | |||||||||||
| Freedom Investment Management, Inc. | 3.496.807 $ | -7.778 $ | -0,2 % | 3.504.585 $ | -21.336 $ | -0,6 % | 3.525.921 $ | +41.966 $ | +1,2 % | |||
| Mendel Capital Management LLC | 3.524.161 $ | +518.073 $ | +17,2 % | 3.006.088 $ | +279.602 $ | +10,3 % | ||||||
| Bruce G. Allen Investments, LLC | 3.522.912 $ | +1.228.231 $ | +53,5 % | 2.294.681 $ | +144.469 $ | +6,7 % | 2.150.212 $ | +66.107 $ | +3,2 % | |||
| Red Spruce Capital, LLC | 3.186.145 $ | -319.219 $ | -9,1 % | 3.505.364 $ | -233.581 $ | -6,2 % | ||||||
| Uncommon Cents Investing Inc | 3.496.607 $ | +809.113 $ | +30,1 % | 2.687.494 $ | +518.054 $ | +23,9 % | 2.169.440 $ | +616.325 $ | +39,7 % | 1.553.115 $ | +213.097 $ | +15,9 % |
| Triumph Capital Management | 3.492.233 $ | +278.307 $ | +8,7 % | 3.213.926 $ | -153.138 $ | -4,5 % | 3.367.064 $ | +302.965 $ | +9,9 % | 3.064.099 $ | -185.695 $ | -5,7 % |
| Red Door Wealth Management, LLC | 3.490.412 $ | +643.540 $ | +22,6 % | 2.846.872 $ | +117.192 $ | +4,3 % | 2.729.680 $ | +82.065 $ | +3,1 % | |||
| Clear Retirement Advice LLC | 3.242.326 $ | -244.153 $ | -7,0 % | 3.486.479 $ | +85.588 $ | +2,5 % | 3.400.891 $ | +171.232 $ | +5,3 % | 3.229.659 $ | ||
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 3.470.164 $ | +1.411.817 $ | +68,6 % | 2.058.347 $ | +1.587.269 $ | +336,9 % | 471.078 $ | +64.224 $ | +15,8 % | |||
| Finer Wealth Management, Inc. | 3.464.864 $ | |||||||||||
| SHAYNE & JACOBS, LLC | 3.230.904 $ | -66.200 $ | -2,0 % | 3.297.104 $ | -105.791 $ | -3,1 % | 3.402.895 $ | -61.407 $ | -1,8 % | 3.464.302 $ | +396 $ | +0,0 % |
| ECLECTIC ASSOCIATES INC /ADV | 3.069.348 $ | -392.077 $ | -11,3 % | 3.461.425 $ | +3.383 $ | +0,1 % | 3.458.042 $ | +1.434.364 $ | +70,9 % | 2.023.678 $ | ||
| Grey Ledge Advisors, LLC | 3.423.499 $ | +236.247 $ | +7,4 % | 3.187.252 $ | +2.671.961 $ | +518,5 % | 515.291 $ | |||||
| Cambria Investment Management, L.P. | 3.385.175 $ | +443.975 $ | +15,1 % | 2.941.200 $ | -473.177 $ | -13,9 % | 3.414.377 $ | +300.848 $ | +9,7 % | |||
| Prudent Investor Advisors, LLC | 3.406.190 $ | |||||||||||
| Fullerton Advisors, LLC | 3.399.860 $ | +155.305 $ | +4,8 % | 3.244.555 $ | +16.304 $ | +0,5 % | 3.228.251 $ | -155.132 $ | -4,6 % | 3.383.383 $ | ||
| ISLAY CAPITAL MANAGEMENT, LLC | 3.398.290 $ | +3.364.204 $ | +9.869,8 % | 34.086 $ | -20.840 $ | -37,9 % | 54.926 $ | +20.556 $ | +59,8 % | |||
| Addis & Hill, Inc | 2.461.869 $ | +0 $ | +0,0 % | 2.461.869 $ | -934.452 $ | -27,5 % | 3.396.321 $ | -1.121 $ | -0,0 % | 3.397.442 $ | +67.165 $ | +2,0 % |
| HOHIMER WEALTH MANAGEMENT, LLC | 3.396.398 $ | +1.391.679 $ | +69,4 % | 2.004.719 $ | +1.058.814 $ | +111,9 % | 945.905 $ | +6.248 $ | +0,7 % | |||
| Nicholas Wealth, LLC. | 3.392.546 $ | +1.043.673 $ | +44,4 % | 2.348.873 $ | ||||||||
| Keeler Thomas Management LLC | 3.386.174 $ | |||||||||||
| Elevated Capital Advisors, LLC | 3.315.780 $ | +67.357 $ | +2,1 % | 3.248.423 $ | -135.057 $ | -4,0 % | 3.383.480 $ | +116.065 $ | +3,6 % | |||
| Miller Financial Services LLC | 3.376.278 $ | +80.163 $ | +2,4 % | 3.296.115 $ | +94.744 $ | +3,0 % | 3.201.371 $ | +218.436 $ | +7,3 % | 2.982.935 $ | +1.003.802 $ | +50,7 % |
| Riverbend Wealth Management, LLC | 3.360.691 $ | +924.568 $ | +38,0 % | 2.436.123 $ | +295.937 $ | +13,8 % | 2.140.186 $ | +65.902 $ | +3,2 % | 2.074.284 $ | +245.007 $ | +13,4 % |
| MRWM Advisors, LLC | 3.218.227 $ | -134.534 $ | -4,0 % | 3.352.761 $ | +571.719 $ | +20,6 % | 2.781.042 $ | -779.030 $ | -21,9 % | |||
| SIMS INVESTMENT MANAGEMENT, LLC | 3.352.584 $ | +209.012 $ | +6,6 % | 3.143.572 $ | +475.211 $ | +17,8 % | 2.668.361 $ | +718 $ | +0,0 % | 2.667.643 $ | +97.976 $ | +3,8 % |
| OBSIDIAN CIO, LLC | 3.137.520 $ | -212.022 $ | -6,3 % | 3.349.542 $ | +1.799.026 $ | +116,0 % | 1.550.516 $ | -36.104.492 $ | -95,9 % | |||
| REDMONT WEALTH ADVISORS LLC | 3.348.742 $ | -32.789 $ | -1,0 % | |||||||||
| Bluesphere Advisors LLC | 3.129.638 $ | -197.750 $ | -5,9 % | 3.327.388 $ | +987.236 $ | +42,2 % | 2.340.152 $ | -787.627 $ | -25,2 % | 3.127.779 $ | -105.733 $ | -3,3 % |
| Sandro Wealth Management LLC | 3.320.931 $ | +1.430.950 $ | +75,7 % | 1.889.981 $ | -127.257 $ | -6,3 % | 2.017.238 $ | |||||
| COLUMBIA ADVISORY PARTNERS LLC | 347.766 $ | -2.970.516 $ | -89,5 % | 3.318.282 $ | +213.430 $ | +6,9 % | 3.104.852 $ | +2.791.158 $ | +889,8 % | 313.694 $ | ||
| New England Private Wealth Advisors LLC | 3.201.956 $ | -107.147 $ | -3,2 % | 3.309.103 $ | +183.862 $ | +5,9 % | 3.125.241 $ | -69.986 $ | -2,2 % | 3.195.227 $ | +277.878 $ | +9,5 % |
| FF Advisors,LLC | 3.303.895 $ | +452.609 $ | +15,9 % | 2.851.286 $ | +223.537 $ | +8,5 % | 2.627.749 $ | +1.396.428 $ | +113,4 % | 1.231.321 $ | +151.181 $ | +14,0 % |
| Avise Financial Cooperative, Inc. | 3.290.472 $ | +988.994 $ | +43,0 % | 2.301.478 $ | +178.789 $ | +8,4 % | 2.122.689 $ | |||||
| Gilman Hill Asset Management, LLC | 3.290.286 $ | +2.896.552 $ | +735,7 % | 393.734 $ | ||||||||
| DAVIDSON TRUST CO | 3.289.616 $ | +23.698 $ | +0,7 % | 3.265.918 $ | +416.859 $ | +14,6 % | 2.849.059 $ | -422.383 $ | -12,9 % | 3.271.442 $ | -257.153 $ | -7,3 % |
| Narus Financial Partners, LLC | 2.729.974 $ | -476.385 $ | -14,9 % | 3.206.359 $ | -76.925 $ | -2,3 % | 3.283.284 $ | +545.816 $ | +19,9 % | 2.737.468 $ | +47.590 $ | +1,8 % |
| LifePlan Financial, LLC | 3.198.752 $ | -81.810 $ | -2,5 % | 3.280.562 $ | +33.218 $ | +1,0 % | 3.247.344 $ | +77.361 $ | +2,4 % | 3.169.983 $ | +17.664 $ | +0,6 % |
| BEARING POINT CAPITAL, LLC | 1.637.949 $ | -1.641.537 $ | -50,1 % | 3.279.486 $ | -818.651 $ | -20,0 % | ||||||
| Total Wealth Planning, LLC | 3.273.230 $ | -48.391.569 $ | -93,7 % | |||||||||
| Virtu Financial LLC | 2.617.000 $ | -653.000 $ | -20,0 % | 3.270.000 $ | +1.443.000 $ | +79,0 % | ||||||
| Successful Portfolios LLC | 3.133.676 $ | -90.803 $ | -2,8 % | 3.224.479 $ | +19.643 $ | +0,6 % | 3.204.836 $ | -62.871 $ | -1,9 % | 3.267.707 $ | +57.140 $ | +1,8 % |
| SAGESPRING WEALTH PARTNERS, LLC | 3.257.279 $ | +1.288.754 $ | +65,5 % | 1.968.525 $ | +532.817 $ | +37,1 % | 1.435.708 $ | +396.268 $ | +38,1 % | 1.039.440 $ | -508.527 $ | -32,9 % |
| SOUTH PLAINS FINANCIAL, INC. | 3.249.161 $ | +10.876 $ | +0,3 % | 3.238.285 $ | +72.078 $ | +2,3 % | 3.166.207 $ | -150.922 $ | -4,5 % | |||
| SIH Partners, LLLP | 3.247.500 $ | |||||||||||
| IFC & Insurance Marketing, Inc. | 3.246.448 $ | +430.872 $ | +15,3 % | 2.815.576 $ | +51.465 $ | +1,9 % | 2.764.111 $ | +1.323.111 $ | +91,8 % | 1.441.000 $ | ||
| Intelligent Financial Strategies | 3.242.933 $ | +159.417 $ | +5,2 % | 3.083.516 $ | -10.916 $ | -0,4 % | 3.094.432 $ | -147.975 $ | -4,6 % | 3.242.407 $ | -33.569 $ | -1,0 % |
| Sound Financial Strategies Group, LLC | 3.241.595 $ | +470.865 $ | +17,0 % | 2.770.730 $ | -58.618 $ | -2,1 % | 2.829.348 $ | -21.923 $ | -0,8 % | |||
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 3.238.346 $ | +81.576 $ | +2,6 % | 3.156.770 $ | +604.651 $ | +23,7 % | 2.552.119 $ | -40.817 $ | -1,6 % | 2.592.936 $ | -14.025 $ | -0,5 % |
| PRELUDE CAPITAL MANAGEMENT, LLC | 3.236.047 $ | +2.928.854 $ | +953,4 % | 307.193 $ | -352.007 $ | -53,4 % | ||||||
| HILLTOP WEALTH ADVISORS, LLC | 3.233.635 $ | +440.558 $ | +15,8 % | 2.793.077 $ | -231.147 $ | -7,6 % | 3.024.224 $ | +65.720 $ | +2,2 % | |||
| MATRIX ASSET ADVISORS INC/NY | 3.228.845 $ | +1.734.871 $ | +116,1 % | 1.493.974 $ | +824.865 $ | +123,3 % | 669.109 $ | |||||
| BALLAST ADVISORS LLC | 3.219.748 $ | +3.139.650 $ | +3.919,8 % | 80.098 $ | ||||||||
| SC&H Financial Advisors, Inc. | 2.970.555 $ | -135.526 $ | -4,4 % | 3.106.081 $ | -31.530 $ | -1,0 % | 3.137.611 $ | -78.278 $ | -2,4 % | 3.215.889 $ | -84.934 $ | -2,6 % |
| Keating Financial Advisory Services, Inc. | 3.215.423 $ | +689.031 $ | +27,3 % | 2.526.392 $ | -84.332 $ | -3,2 % | 2.610.724 $ | |||||
| EVERMAY WEALTH MANAGEMENT LLC | 3.208.667 $ | +2.481.770 $ | +341,4 % | 726.897 $ | +360.600 $ | +98,4 % | 366.297 $ | +8.259 $ | +2,3 % | |||
| QRG CAPITAL MANAGEMENT, INC. | 3.202.632 $ | +625.766 $ | +24,3 % | 2.576.866 $ | +2.115.955 $ | +459,1 % | 460.911 $ | |||||
| RFG - Bristol Wealth Advisors, LLC | 1.933.921 $ | -1.209 $ | -0,1 % | 1.935.130 $ | +183.144 $ | +10,5 % | 1.751.986 $ | -1.445.313 $ | -45,2 % | 3.197.299 $ | -93.772 $ | -2,8 % |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 3.178.153 $ | +318.676 $ | +11,1 % | 2.859.477 $ | -333.190 $ | -10,4 % | 3.192.667 $ | +54.818 $ | +1,7 % | |||
| Payne Capital LLC | 3.149.400 $ | -3.810 $ | -0,1 % | 3.153.210 $ | -38.357 $ | -1,2 % | 3.191.567 $ | +315.510 $ | +11,0 % | |||
| PACIFIC SUN FINANCIAL CORP | 3.189.877 $ | +479.395 $ | +17,7 % | 2.710.482 $ | +55.792 $ | +2,1 % | 2.654.690 $ | +18.603 $ | +0,7 % | |||
| Yeomans Consulting Group, Inc. | 3.189.777 $ | +663.894 $ | +26,3 % | |||||||||
| RAINIER FAMILY WEALTH INC | 3.187.805 $ | +595.307 $ | +23,0 % | 2.592.498 $ | +251.648 $ | +10,8 % | 2.340.850 $ | +207.124 $ | +9,7 % | |||
| Vision Capital Management, Inc. | 2.756.660 $ | -262.805 $ | -8,7 % | 3.019.465 $ | +380.139 $ | +14,4 % | 2.639.326 $ | -539.651 $ | -17,0 % | 3.178.977 $ | +1.287.726 $ | +68,1 % |
| ROBERTS GLORE & CO INC /IL/ | 3.175.429 $ | +136.137 $ | +4,5 % | 3.039.292 $ | +1.857 $ | +0,1 % | 3.037.435 $ | +512.365 $ | +20,3 % | |||
| Independence Bank of Kentucky | 2.925.923 $ | -249.074 $ | -7,8 % | 3.174.997 $ | +2.407 $ | +0,1 % | 3.172.590 $ | -27.719 $ | -0,9 % | |||
| Winter & Associates, Inc. | 1.593.099 $ | -1.439.576 $ | -47,5 % | 3.032.675 $ | -138.937 $ | -4,4 % | 3.171.612 $ | |||||
| Ellis Investment Partners, LLC | 3.167.866 $ | +290.674 $ | +10,1 % | 2.877.192 $ | +923.564 $ | +47,3 % | 1.953.628 $ | +257.644 $ | +15,2 % | 1.695.984 $ | -49.403 $ | -2,8 % |
| MMBG INVESTMENT ADVISORS CO. | 3.139.765 $ | -12.247 $ | -0,4 % | 3.152.012 $ | -15.804 $ | -0,5 % | 3.167.816 $ | +599.176 $ | +23,3 % | |||
| AUA CAPITAL MANAGEMENT, LLC | 2.774.653 $ | -89.986 $ | -3,1 % | 2.864.639 $ | -14.122 $ | -0,5 % | 2.878.761 $ | -285.472 $ | -9,0 % | 3.164.233 $ | -194.350 $ | -5,8 % |
| OPTIMA CAPITAL LLC | 3.163.758 $ | +1.430.825 $ | +82,6 % | 1.732.933 $ | -213.693 $ | -11,0 % | 1.946.626 $ | |||||
| Matthew Goff Investment Advisor, LLC | 3.156.508 $ | +513.879 $ | +19,4 % | 2.642.629 $ | ||||||||
| 180 WEALTH ADVISORS, LLC | 3.156.260 $ | +677.412 $ | +27,3 % | 2.478.848 $ | -242.718 $ | -8,9 % | 2.721.566 $ | +17.157 $ | +0,6 % | |||
| EASTERN BANK | 2.983.955 $ | -170.097 $ | -5,4 % | 3.154.052 $ | +346.960 $ | +12,4 % | 2.807.092 $ | +255.846 $ | +10,0 % | 2.551.246 $ | +406.338 $ | +18,9 % |
| Three Bearings Fiduciary Advisors, Inc. | 2.769.674 $ | -183.129 $ | -6,2 % | 2.952.803 $ | -194.237 $ | -6,2 % | 3.147.040 $ | |||||
| Planning Project LLC | 3.136.402 $ | +1.861.318 $ | +146,0 % | 1.275.084 $ | ||||||||
| Gilbert Capital Group, Inc. | 2.169.368 $ | -818.654 $ | -27,4 % | 2.988.022 $ | -146.303 $ | -4,7 % | 3.134.325 $ | +781.153 $ | +33,2 % | |||
| Carl P. Sherr & Co., LLC | 3.065.800 $ | -11.715 $ | -0,4 % | 3.077.515 $ | -43.181 $ | -1,4 % | 3.120.696 $ | -2.964 $ | -0,1 % | |||
| Wavvest Wealth LLC | 3.119.521 $ | |||||||||||
| Grove Street Fiduciary, LLC | 2.805.641 $ | -282.024 $ | -9,1 % | 3.087.665 $ | +21.129 $ | +0,7 % | 3.066.536 $ | -39.492 $ | -1,3 % | 3.106.028 $ | +6.849 $ | +0,2 % |
| Wernau Asset Management Inc. | 2.685.009 $ | -405.185 $ | -13,1 % | 3.090.194 $ | +742.106 $ | +31,6 % | 2.348.088 $ | +71.963 $ | +3,2 % | 2.276.125 $ | +86.424 $ | +3,9 % |
| BRADLEY FOSTER & SARGENT INC/CT | 3.071.190 $ | +448.064 $ | +17,1 % | 2.623.126 $ | +27.189 $ | +1,0 % | 2.595.937 $ | +126.644 $ | +5,1 % | |||
| SFM, LLC d/b/a Sweeney Financial Advisors | 3.068.710 $ | +94.352 $ | +3,2 % | 2.974.358 $ | ||||||||
| Round Rock Advisors LLC | 3.068.189 $ | +88.336 $ | +3,0 % | 2.979.853 $ | -30.548 $ | -1,0 % | 3.010.401 $ | -109.735 $ | -3,5 % | |||
| Hayek Kallen Investment Management | 2.887.000 $ | -178.000 $ | -5,8 % | 3.065.000 $ | -175.000 $ | -5,4 % | ||||||
| Rothschild Capital Partners, LLC | 3.045.464 $ | +490.712 $ | +19,2 % | 2.554.752 $ | +434.770 $ | +20,5 % | 2.119.982 $ | +558.628 $ | +35,8 % | |||
| Navigate Wealth Management, LLC | 3.025.956 $ | +666.120 $ | +28,2 % | 2.359.836 $ | +93.129 $ | +4,1 % | 2.266.707 $ | |||||
| IBEX WEALTH ADVISORS | 1.708.264 $ | -185.285 $ | -9,8 % | 1.893.549 $ | -1.128.744 $ | -37,3 % | 3.022.293 $ | -536.464 $ | -15,1 % | |||
| R2 Capital Strategies, LLC | 3.022.270 $ | +55.081 $ | +1,9 % | 2.967.189 $ | ||||||||
| Ritter Daniher Financial Advisory LLC / DE | 3.018.118 $ | +365.995 $ | +13,8 % | 2.652.123 $ | +36.022 $ | +1,4 % | 2.616.101 $ | -331.952 $ | -11,3 % | |||
| MAGNOLIA CAPITAL ADVISORS LLC | 3.013.914 $ | +392.156 $ | +15,0 % | 2.621.758 $ | +752.192 $ | +40,2 % | 1.869.566 $ | +148.813 $ | +8,6 % | |||
| Town Capital LLC | 3.012.264 $ | +858.168 $ | +39,8 % | 2.154.096 $ | +1.099.421 $ | +104,2 % | 1.054.675 $ | |||||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 3.004.181 $ | +1.524.481 $ | +103,0 % | 1.479.700 $ | -32.910 $ | -2,2 % | 1.512.610 $ | -618.139 $ | -29,0 % | |||
| SHIKIAR ASSET MANAGEMENT INC | 3.004.000 $ | +426.000 $ | +16,5 % | 2.578.000 $ | -283.000 $ | -9,9 % | 2.861.000 $ | +29.000 $ | +1,0 % | |||
| Raine Group LLC | 2.484.250 $ | -515.655 $ | -17,2 % | 2.999.905 $ | +23.886 $ | +0,8 % | 2.976.019 $ | -4.459 $ | -0,1 % | |||
| LAKE STREET PRIVATE WEALTH, LLC | 2.743.047 $ | -253.363 $ | -8,5 % | 2.996.410 $ | +346.307 $ | +13,1 % | 2.650.103 $ | +18.367 $ | +0,7 % | 2.631.736 $ | +1.742.945 $ | +196,1 % |
| Ayalon Insurance Comp Ltd. | 2.996.000 $ | +254.000 $ | +9,3 % | 2.742.000 $ | +487.000 $ | +21,6 % | 2.255.000 $ | -204.000 $ | -8,3 % | 2.459.000 $ | +50.000 $ | +2,1 % |
| Pines Wealth Management, LLC | 2.949.377 $ | -36.595 $ | -1,2 % | 2.985.972 $ | +247.836 $ | +9,1 % | 2.738.136 $ | +509.221 $ | +22,8 % | 2.228.915 $ | +100.198 $ | +4,7 % |
| Phoenix Wealth Advisors | 2.974.108 $ | +542.559 $ | +22,3 % | 2.431.549 $ | +51.311 $ | +2,2 % | 2.380.238 $ | +63.614 $ | +2,7 % | |||
| Appalachian Capital Management Ltd | 2.663.420 $ | -58.410 $ | -2,1 % | 2.721.830 $ | -101.683 $ | -3,6 % | 2.823.513 $ | -140.483 $ | -4,7 % | 2.963.996 $ | ||
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 2.962.729 $ | +1.606.511 $ | +118,5 % | 1.356.218 $ | +485.634 $ | +55,8 % | 870.584 $ | -151.099 $ | -14,8 % | 1.021.683 $ | -1.259.335 $ | -55,2 % |
| Orcam Financial Group | 2.367.630 $ | +148.980 $ | +6,7 % | 2.218.650 $ | -743.300 $ | -25,1 % | 2.961.950 $ | -1.106.891 $ | -27,2 % | |||
| Coordinated Financial Services, Inc. | 2.956.377 $ | +367.572 $ | +14,2 % | 2.588.805 $ | +128.454 $ | +5,2 % | ||||||
| Goelzer Investment Management, Inc. | 2.751.021 $ | -82.990 $ | -2,9 % | 2.834.011 $ | -8.484 $ | -0,3 % | 2.842.495 $ | -107.421 $ | -3,6 % | 2.949.916 $ | +1.322.806 $ | +81,3 % |
| EAGLE GLOBAL ADVISORS LLC | 2.945.730 $ | +127.712 $ | +4,5 % | 2.818.018 $ | +10.602 $ | +0,4 % | 2.807.416 $ | +23.747 $ | +0,9 % | |||
| Leo H. Evart, Inc. | 2.943.261 $ | |||||||||||
| KWB Wealth | 2.923.794 $ | -5.346 $ | -0,2 % | 2.929.140 $ | +216.592 $ | +8,0 % | 2.712.548 $ | +0 $ | +0,0 % | 2.712.548 $ | +243.060 $ | +9,8 % |
| Buck Wealth Strategies, LLC | 2.914.382 $ | +2.586.187 $ | +788,0 % | 328.195 $ | -22.796 $ | -6,5 % | 350.991 $ | -50.987 $ | -12,7 % | |||
| Strive Financial Group ,LLC | 2.914.115 $ | +719.115 $ | +32,8 % | 2.195.000 $ | +1.198.151 $ | +120,2 % | 996.849 $ | |||||
| Hardin Capital Partners, LLC | 2.847.140 $ | -64.266 $ | -2,2 % | 2.911.406 $ | +1.066.461 $ | +57,8 % | 1.844.945 $ | +40.740 $ | +2,3 % | 1.804.205 $ | +102.993 $ | +6,1 % |
| C M BIDWELL & ASSOCIATES LTD | 2.645.311 $ | -59.574 $ | -2,2 % | 2.704.885 $ | -205.737 $ | -7,1 % | 2.910.622 $ | +124.793 $ | +4,5 % | |||
| KPP Advisory Services LLC | 2.908.264 $ | +2.528.136 $ | +665,1 % | 380.128 $ | -14.384 $ | -3,6 % | 394.512 $ | +22.322 $ | +6,0 % | |||
| TFB Advisors LLC | 1.061.238 $ | +32.211 $ | +3,1 % | 1.029.027 $ | -1.873.081 $ | -64,5 % | 2.902.108 $ | +546.329 $ | +23,2 % | |||
| Hills Bank & Trust Co | 2.898.121 $ | +254.691 $ | +9,6 % | 2.643.430 $ | +309.603 $ | +13,3 % | 2.333.827 $ | -60.487 $ | -2,5 % | |||
| High Net Worth Advisory Group LLC | 2.467.929 $ | -370.279 $ | -13,0 % | 2.838.208 $ | -53.547 $ | -1,9 % | 2.891.755 $ | +54.857 $ | +1,9 % | |||
| TICINO WEALTH | 2.757.941 $ | -132.053 $ | -4,6 % | 2.889.994 $ | +572.353 $ | +24,7 % | 2.317.641 $ | +283.137 $ | +13,9 % | 2.034.504 $ | ||
| Hershey Financial Advisers, LLC | 2.880.033 $ | +1.602.495 $ | +125,4 % | 1.277.538 $ | -188.167 $ | -12,8 % | 1.465.705 $ | |||||
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 2.238.623 $ | -634.298 $ | -22,1 % | 2.872.921 $ | +891.243 $ | +45,0 % | 1.981.678 $ | +1.247.262 $ | +169,8 % | |||
| Trinity Financial Advisors LLC | 1.957.546 $ | +99.725 $ | +5,4 % | 1.857.821 $ | -10.645 $ | -0,6 % | 1.868.466 $ | -998.007 $ | -34,8 % | 2.866.473 $ | +490.738 $ | +20,7 % |
| True North Advisors, LLC | 2.071.151 $ | -276.445 $ | -11,8 % | 2.347.596 $ | -112.512 $ | -4,6 % | 2.460.108 $ | -405.588 $ | -14,2 % | 2.865.696 $ | ||
| Circle Wealth Management, LLC | 2.646.878 $ | +64.737 $ | +2,5 % | 2.582.141 $ | -280.170 $ | -9,8 % | 2.862.311 $ | +566.043 $ | +24,7 % | |||
| Seek First Inc. | 2.855.855 $ | +3.485 $ | +0,1 % | 2.852.370 $ | +25 $ | +0,0 % | 2.852.345 $ | +76.665 $ | +2,8 % | |||
| RPS ADVISORY SOLUTIONS LLC | 2.747.932 $ | +329.585 $ | +13,6 % | 2.418.347 $ | -431.780 $ | -15,1 % | 2.850.127 $ | -485.409 $ | -14,6 % | |||
| TritonPoint Partners, LLC | 2.839.850 $ | |||||||||||
| True Link Financial Advisors, LLC | 2.498.887 $ | +131.665 $ | +5,6 % | 2.367.222 $ | -471.233 $ | -16,6 % | 2.838.455 $ | +245.163 $ | +9,5 % | |||
| Eschler Asset Management LLP | 2.832.697 $ | |||||||||||
| Capital Planning LLC | 2.823.854 $ | +31.550 $ | +1,1 % | 2.792.304 $ | +325.931 $ | +13,2 % | 2.466.373 $ | -23.148 $ | -0,9 % | 2.489.521 $ | +386.670 $ | +18,4 % |
| Krilogy Financial LLC | 2.742.602 $ | +25.708 $ | +0,9 % | 2.716.894 $ | -98.692 $ | -3,5 % | 2.815.586 $ | +70.141 $ | +2,6 % | 2.745.445 $ | -159.869 $ | -5,5 % |
| McAdam, LLC | 2.525.268 $ | -288.288 $ | -10,2 % | 2.813.556 $ | +203.304 $ | +7,8 % | 2.610.252 $ | -97.001 $ | -3,6 % | 2.707.253 $ | +27.932 $ | +1,0 % |
| Caitlin John, LLC | 2.809.090 $ | +118.109 $ | +4,4 % | 2.690.981 $ | -44.235 $ | -1,6 % | 2.735.216 $ | -9.820 $ | -0,4 % | |||
| ORG Partners LLC | 2.802.602 $ | +765.068 $ | +37,5 % | |||||||||
| RHS Financial, LLC | 2.800.401 $ | +1.928.497 $ | +221,2 % | 871.904 $ | -565.578 $ | -39,3 % | 1.437.482 $ | +1.068.513 $ | +289,6 % | 368.969 $ | +40.912 $ | +12,5 % |
| IPG Investment Advisors LLC | 2.185.637 $ | -573.011 $ | -20,8 % | 2.758.648 $ | -17.593 $ | -0,6 % | 2.776.241 $ | +1.634 $ | +0,1 % | |||
| BAM Wealth Management, LLC | 2.454.747 $ | -279.185 $ | -10,2 % | 2.733.932 $ | +159.020 $ | +6,2 % | 2.574.912 $ | -201.323 $ | -7,3 % | 2.776.235 $ | -232.489 $ | -7,7 % |
| Hemenway Trust Co LLC | 2.774.920 $ | +318.655 $ | +13,0 % | 2.456.265 $ | -51.766 $ | -2,1 % | 2.508.031 $ | +409.219 $ | +19,5 % | |||
| Kelsey Financial, LLC | 2.774.308 $ | +247.841 $ | +9,8 % | 2.526.467 $ | -131.720 $ | -5,0 % | 2.658.187 $ | |||||
| Pinnacle West Asset Management, Inc. | 2.364.000 $ | +1.000 $ | +0,0 % | 2.363.000 $ | -398.000 $ | -14,4 % | 2.761.000 $ | -284.000 $ | -9,3 % | |||
| Calydon Capital | 2.753.974 $ | +360.824 $ | +15,1 % | 2.393.150 $ | -113.214 $ | -4,5 % | 2.506.364 $ | +50.358 $ | +2,1 % | |||
| Naviter Wealth, LLC | 2.752.161 $ | +365.740 $ | +15,3 % | 2.386.421 $ | +62.253 $ | +2,7 % | 2.324.168 $ | -63.374 $ | -2,7 % | |||
| HARBOR INVESTMENT ADVISORY, LLC | 2.665.090 $ | -84.370 $ | -3,1 % | 2.749.460 $ | +589.142 $ | +27,3 % | 2.160.318 $ | -21.009 $ | -1,0 % | 2.181.327 $ | +76.666 $ | +3,6 % |
| Red Tortoise LLC | 2.745.543 $ | +36.056 $ | +1,3 % | 2.709.487 $ | +652.613 $ | +31,7 % | ||||||
| Long Island Wealth Management, Inc. | 2.103.324 $ | -527.963 $ | -20,1 % | 2.631.287 $ | -107.251 $ | -3,9 % | 2.738.538 $ | +510.420 $ | +22,9 % | 2.228.118 $ | +36.514 $ | +1,7 % |
| Richmond Brothers, Inc. | 1.034.584 $ | -902.798 $ | -46,6 % | 1.937.382 $ | -796.768 $ | -29,1 % | 2.734.150 $ | |||||
| WCG Wealth Advisors LLC | 2.600.386 $ | -131.722 $ | -4,8 % | 2.732.108 $ | +111.980 $ | +4,3 % | 2.620.128 $ | |||||
| TRAN CAPITAL MANAGEMENT, L.P. | 2.411.552 $ | -133.134 $ | -5,2 % | 2.544.686 $ | -147.709 $ | -5,5 % | 2.692.395 $ | -26.286 $ | -1,0 % | 2.718.681 $ | +2.319.239 $ | +580,6 % |
| BCWM, LLC | 2.481.414 $ | -230.378 $ | -8,5 % | 2.711.792 $ | +207.694 $ | +8,3 % | 2.504.098 $ | +23.666 $ | +1,0 % | |||
| BURLING WEALTH PARTNERS, LLC | 2.709.025 $ | +528.907 $ | +24,3 % | 2.180.118 $ | +301.414 $ | +16,0 % | 1.878.704 $ | +1.038.274 $ | +123,5 % | |||
| STABLEFORD CAPITAL II LLC | 1.844.034 $ | +524.318 $ | +39,7 % | 1.319.716 $ | -1.386.732 $ | -51,2 % | 2.706.448 $ | +419.529 $ | +18,3 % | 2.286.919 $ | -1.396.664 $ | -37,9 % |
| Life Planning Partners, Inc | 2.525.707 $ | -94.220 $ | -3,6 % | 2.619.927 $ | -86.415 $ | -3,2 % | 2.706.342 $ | +84.768 $ | +3,2 % | |||
| Provident Co of the Employees of the Hebrew University LTD | 2.701.106 $ | |||||||||||
| CASTLEKEEP INVESTMENT ADVISORS LLC | 2.700.114 $ | +486.789 $ | +22,0 % | 2.213.325 $ | -6.178 $ | -0,3 % | 2.219.503 $ | +88.460 $ | +4,2 % | |||
| Fragasso Financial Advisors Inc | 2.699.422 $ | +10.282 $ | +0,4 % | 2.689.140 $ | +933.065 $ | +53,1 % | 1.756.075 $ | +1.270.998 $ | +262,0 % | 485.077 $ | +8.660 $ | +1,8 % |
| Meridian Wealth Advisors, LLC | 2.697.987 $ | +445.786 $ | +19,8 % | 2.252.201 $ | -26.073 $ | -1,1 % | 2.278.274 $ | +45.858 $ | +2,1 % | |||
| CacheTech Inc. | 2.195.529 $ | -501.148 $ | -18,6 % | 2.696.677 $ | +17.636 $ | +0,7 % | 2.679.041 $ | -5.428 $ | -0,2 % | |||
| Redwood Wealth Management Group, LLC | 2.434.529 $ | -243.225 $ | -9,1 % | 2.677.754 $ | -253.058 $ | -8,6 % | ||||||
| BRIGHTON SECURITIES CORP. | 2.599.806 $ | -75.161 $ | -2,8 % | 2.674.967 $ | +196.670 $ | +7,9 % | 2.478.297 $ | +674.274 $ | +37,4 % | 1.804.023 $ | +99.938 $ | +5,9 % |
| Bison Wealth, LLC | 2.663.145 $ | +1.144.550 $ | +75,4 % | 1.518.595 $ | +41.168 $ | +2,8 % | 1.477.427 $ | +215.083 $ | +17,0 % | 1.262.344 $ | +149.750 $ | +13,5 % |
| TCW GROUP INC | 1.391.377 $ | -1.270.458 $ | -47,7 % | 2.661.835 $ | ||||||||
| VERITY Wealth Advisors | 2.555.092 $ | -89.305 $ | -3,4 % | 2.644.397 $ | +52.358 $ | +2,0 % | 2.592.039 $ | -2.082 $ | -0,1 % | |||
| Meadowbrook Advisors Group, LLC | 1.357.811 $ | -1.182.594 $ | -46,6 % | 2.540.405 $ | -99.782 $ | -3,8 % | 2.640.187 $ | |||||
| Exchange Bank | 2.639.560 $ | +496.664 $ | +23,2 % | 2.142.896 $ | +612.827 $ | +40,1 % | 1.530.069 $ | +140.613 $ | +10,1 % | 1.389.456 $ | +42.396 $ | +3,1 % |
| Balefire, LLC | 2.049.145 $ | -378.590 $ | -15,6 % | 2.427.735 $ | +312.556 $ | +14,8 % | 2.115.179 $ | -523.074 $ | -19,8 % | 2.638.253 $ | +114.119 $ | +4,5 % |
| CONSILIO WEALTH ADVISORS, LLC | 2.607.279 $ | -7.900 $ | -0,3 % | 2.615.179 $ | -22.096 $ | -0,8 % | 2.637.275 $ | +114.526 $ | +4,5 % | |||
| McKinley Carter Wealth Services, Inc. | 2.383.472 $ | -250.785 $ | -9,5 % | 2.634.257 $ | +1.172.101 $ | +80,2 % | 1.462.156 $ | +25.988 $ | +1,8 % | 1.436.168 $ | -492.996 $ | -25,6 % |
| Grandview Asset Management LLC | 1.637.279 $ | -870.161 $ | -34,7 % | 2.507.440 $ | -52.879 $ | -2,1 % | 2.560.319 $ | -71.798 $ | -2,7 % | 2.632.117 $ | +84.122 $ | +3,3 % |
| Retirement Wealth Solutions LLC | 2.457.776 $ | -139.477 $ | -5,4 % | 2.597.253 $ | -23.856 $ | -0,9 % | 2.621.109 $ | -6.730 $ | -0,3 % | 2.627.839 $ | +34.301 $ | +1,3 % |
| Ascent Wealth Partners, LLC | 2.624.544 $ | +244.619 $ | +10,3 % | 2.379.925 $ | +181.152 $ | +8,2 % | 2.198.773 $ | +26.128 $ | +1,2 % | |||
| Root Financial Partners, LLC | 2.593.763 $ | +344.535 $ | +15,3 % | 2.249.228 $ | -369.522 $ | -14,1 % | 2.618.750 $ | +537.896 $ | +25,8 % | 2.080.854 $ | +292.694 $ | +16,4 % |
| Triton Wealth Management, PLLC | 2.615.435 $ | +1.327.255 $ | +103,0 % | 1.288.180 $ | -6.472 $ | -0,5 % | 1.294.652 $ | +181.192 $ | +16,3 % | |||
| Obermeyer Wealth Partners | 2.609.699 $ | +1.261.127 $ | +93,5 % | 1.348.572 $ | +267 $ | +0,0 % | 1.348.305 $ | -10.433 $ | -0,8 % | 1.358.738 $ | -5.192 $ | -0,4 % |
| Harpswell Capital Advisors, LLC | 2.102.403 $ | +368.952 $ | +21,3 % | 1.733.451 $ | -871.110 $ | -33,4 % | 2.604.561 $ | -1.529.066 $ | -37,0 % | |||
| Man Group plc | 1.426.870 $ | -1.177.085 $ | -45,2 % | 2.603.955 $ | +286.556 $ | +12,4 % | ||||||
| WASHINGTON CAPITAL MANAGEMENT, INC | 2.601.080 $ | +693.550 $ | +36,4 % | 1.907.530 $ | +3.985 $ | +0,2 % | ||||||
| Pacer Advisors, Inc. | 2.455.000 $ | -143.000 $ | -5,5 % | 2.598.000 $ | +280.262 $ | +12,1 % | 2.317.738 $ | -139.008 $ | -5,7 % | |||
| Legacy Advisors, LLC | 1.480.136 $ | -1.110.476 $ | -42,9 % | 2.590.612 $ | +1.482.031 $ | +133,7 % | 1.108.581 $ | -210.044 $ | -15,9 % | 1.318.625 $ | -296.282 $ | -18,3 % |
| SteelPeak Wealth, LLC | 2.573.105 $ | +540.353 $ | +26,6 % | 2.032.752 $ | -71.936 $ | -3,4 % | 2.104.688 $ | -64.374 $ | -3,0 % | 2.169.062 $ | +342.444 $ | +18,7 % |
| Significant Wealth Partners LLC | 2.568.657 $ | +715.535 $ | +38,6 % | 1.853.122 $ | -264.786 $ | -12,5 % | 2.117.908 $ | +354.220 $ | +20,1 % | |||
| Innova Wealth Partners | 2.568.513 $ | +44.987 $ | +1,8 % | 2.523.526 $ | +696.863 $ | +38,1 % | 1.826.663 $ | +267.677 $ | +17,2 % | 1.558.986 $ | +352.601 $ | +29,2 % |
| Privatperson | 2.568.474 $ | +122.556 $ | +5,0 % | 2.445.918 $ | +28.042 $ | +1,2 % | 2.417.876 $ | |||||
| Freestone Capital Holdings, LLC | 2.567.573 $ | +1.627.840 $ | +173,2 % | 939.733 $ | -591.056 $ | -38,6 % | 1.530.789 $ | +86.624 $ | +6,0 % | |||
| FIRST FOUNDATION ADVISORS | 2.218.606 $ | -340.665 $ | -13,3 % | 2.559.271 $ | +450.396 $ | +21,4 % | 2.108.875 $ | -44.302 $ | -2,1 % | |||
| Gemmer Asset Management LLC | 2.557.164 $ | +40.818 $ | +1,6 % | 2.516.346 $ | +269.726 $ | +12,0 % | 2.246.620 $ | -44.641 $ | -1,9 % | 2.291.261 $ | +72.383 $ | +3,3 % |
| PENOBSCOT WEALTH MANAGEMENT | 2.553.939 $ | +403.988 $ | +18,8 % | 2.149.951 $ | ||||||||
| SPIREPOINT PRIVATE CLIENT, LLC | 2.549.846 $ | +492.571 $ | +23,9 % | 2.057.275 $ | +114.299 $ | +5,9 % | 1.942.976 $ | +446.123 $ | +29,8 % | |||
| Cascade Financial Partners, LLC | 1.630.271 $ | -397.601 $ | -19,6 % | 2.027.872 $ | -511.512 $ | -20,1 % | 2.539.384 $ | -318.001 $ | -11,1 % | |||
| Duncan Williams Asset Management, LLC | 2.537.039 $ | +945.398 $ | +59,4 % | 1.591.641 $ | -455.829 $ | -22,3 % | 2.047.470 $ | +293.290 $ | +16,7 % | |||
| HANOVER ADVISORS INC | 2.536.762 $ | +311.438 $ | +14,0 % | 2.225.324 $ | +12.044 $ | +0,5 % | 2.213.280 $ | -2.652 $ | -0,1 % | |||
| Brightwater Advisory LLC | 2.526.563 $ | +278.959 $ | +12,4 % | 2.247.604 $ | +513.656 $ | +29,6 % | 1.733.948 $ | +202.504 $ | +13,2 % | |||
| SRH ADVISORS, LLC | 2.520.646 $ | +354.016 $ | +16,3 % | 2.166.630 $ | +507.948 $ | +30,6 % | 1.658.682 $ | +1.152.873 $ | +227,9 % | |||
| United Advisor Group, LLC | 2.519.368 $ | +1.055.960 $ | +72,2 % | 1.463.408 $ | -668.426 $ | -31,4 % | 2.131.834 $ | +114.090 $ | +5,7 % | |||
| Daiichi Life Insurance Co., Ltd. | 1.518.846 $ | -496.801 $ | -24,6 % | 2.015.647 $ | -501.739 $ | -19,9 % | 2.517.386 $ | +369.587 $ | +17,2 % | |||
| Wakefield Asset Management LLLP | 2.515.494 $ | +578.645 $ | +29,9 % | 1.936.849 $ | -115.199 $ | -5,6 % | 2.052.048 $ | +39.286 $ | +2,0 % | |||
| Outlook Wealth Advisors, LLC | 2.433.862 $ | -75.658 $ | -3,0 % | 2.509.520 $ | +1.137.987 $ | +83,0 % | 1.371.533 $ | +132.142 $ | +10,7 % | |||
| Compagnie Lombard Odier SCmA | 1.814.222 $ | -103.558 $ | -5,4 % | 1.917.780 $ | -578.193 $ | -23,2 % | 2.495.973 $ | +63.011 $ | +2,6 % | |||
| Plum Street Advisors, LLC | 1.917.002 $ | -343.168 $ | -15,2 % | 2.260.170 $ | -233.593 $ | -9,4 % | 2.493.763 $ | -208.047 $ | -7,7 % | |||
| Midwestern Financial, LLC /IA | 2.126.645 $ | -63.623 $ | -2,9 % | 2.190.268 $ | -292.427 $ | -11,8 % | 2.482.695 $ | -90.794 $ | -3,5 % | |||
| Austin Wealth Management, LLC | 2.482.559 $ | -62.861 $ | -2,5 % | |||||||||
| BCS Private Wealth Management, Inc. | 2.474.785 $ | +208.248 $ | +9,2 % | 2.266.537 $ | +375.422 $ | +19,9 % | 1.891.115 $ | -12.775 $ | -0,7 % | |||
| AlphaStar Capital Management, LLC | 2.472.853 $ | +469.747 $ | +23,5 % | 2.003.106 $ | +295.038 $ | +17,3 % | 1.708.068 $ | +15.289 $ | +0,9 % | 1.692.779 $ | +153.906 $ | +10,0 % |
| Elser Financial Planning, Inc | 1.384.773 $ | -946.361 $ | -40,6 % | 2.331.134 $ | -137.859 $ | -5,6 % | 2.468.993 $ | |||||
| Westwood Wealth Management | 2.462.283 $ | |||||||||||
| APS Management Group, Inc. | 1.186.274 $ | -582 $ | -0,0 % | 1.186.856 $ | +76.283 $ | +6,9 % | 1.110.573 $ | -1.342.722 $ | -54,7 % | 2.453.295 $ | -6.592.622 $ | -72,9 % |
| Confluence Wealth Services, Inc. | 2.452.410 $ | +414.201 $ | +20,3 % | 2.038.209 $ | +1.234.427 $ | +153,6 % | 803.782 $ | +331.333 $ | +70,1 % | |||
| Advisor Resource Council | 2.450.068 $ | +800.662 $ | +48,5 % | 1.649.406 $ | +171.276 $ | +11,6 % | 1.478.130 $ | |||||
| Decker Retirement Planning Inc. | 2.354.364 $ | -94.563 $ | -3,9 % | 2.448.927 $ | +416.933 $ | +20,5 % | 2.031.994 $ | +189.053 $ | +10,3 % | 1.842.941 $ | +67.970 $ | +3,8 % |
| ETF Store, Inc. | 2.442.216 $ | +18.219 $ | +0,8 % | 2.423.997 $ | +65.847 $ | +2,8 % | 2.358.150 $ | +62.400 $ | +2,7 % | 2.295.750 $ | +179.593 $ | +8,5 % |
| RMR Capital Management, LLC | 2.432.108 $ | +139.915 $ | +6,1 % | 2.292.193 $ | -31.879 $ | -1,4 % | 2.324.072 $ | +22.856 $ | +1,0 % | |||
| Sincerus Advisory, LLC | 2.305.138 $ | -125.935 $ | -5,2 % | 2.431.073 $ | +58.946 $ | +2,5 % | 2.372.127 $ | +1.606 $ | +0,1 % | 2.370.521 $ | -1.970 $ | -0,1 % |
| MFA Wealth Services | 2.429.518 $ | +132.611 $ | +5,8 % | 2.296.907 $ | +54.090 $ | +2,4 % | 2.242.817 $ | +816.395 $ | +57,2 % | 1.426.422 $ | +56.909 $ | +4,2 % |
| Noble Family Wealth, LLC | 670.814 $ | +203.137 $ | +43,4 % | 467.677 $ | -1.958.460 $ | -80,7 % | 2.426.137 $ | +272.580 $ | +12,7 % | |||
| Clark Capital Management Group, Inc. | 2.326.288 $ | +1.455.576 $ | +167,2 % | 870.712 $ | -1.550.547 $ | -64,0 % | 2.421.259 $ | +1.981.648 $ | +450,8 % | |||
| CHILTON INVESTMENT CO INC. | 2.167.515 $ | -253.166 $ | -10,5 % | 2.420.681 $ | +2.176.398 $ | +890,9 % | 244.283 $ | +3.103 $ | +1,3 % | |||
| Collaborative Fund Advisors, LLC | 2.417.783 $ | |||||||||||
| PYA Waltman Capital, LLC | 2.145.917 $ | -192.978 $ | -8,3 % | 2.338.895 $ | -78.630 $ | -3,3 % | 2.417.525 $ | -22.970 $ | -0,9 % | |||
| Vontobel Holding Ltd. | 2.215.673 $ | -126.078 $ | -5,4 % | 2.341.751 $ | -72.794 $ | -3,0 % | 2.414.545 $ | +104.250 $ | +4,5 % | 2.310.295 $ | +11.161 $ | +0,5 % |
| MBA Advisors LLC | 2.412.972 $ | +256.534 $ | +11,9 % | 2.156.438 $ | +515.404 $ | +31,4 % | 1.641.034 $ | +783.825 $ | +91,4 % | |||
| Towne Trust Company, N.A | 2.411.097 $ | +435.192 $ | +22,0 % | 1.975.905 $ | +370.836 $ | +23,1 % | 1.605.069 $ | +239.711 $ | +17,6 % | |||
| Greenline Wealth Management LLC | 2.411.062 $ | +1.677.947 $ | +228,9 % | 733.115 $ | +378.222 $ | +106,6 % | 354.893 $ | |||||
| Houlihan Financial Resource Group, Ltd. | 2.376.995 $ | -9.086 $ | -0,4 % | 2.386.081 $ | -23.790 $ | -1,0 % | 2.409.871 $ | +1.104.030 $ | +84,5 % | |||
| WESPAC Advisors, LLC | 2.401.118 $ | +215.664 $ | +9,9 % | 2.185.454 $ | ||||||||
| Solutions 4 Wealth, Ltd | 2.399.453 $ | +608.814 $ | +34,0 % | 1.790.639 $ | +795.455 $ | +79,9 % | 995.184 $ | +300.800 $ | +43,3 % | |||
| Factorial Partners, LLC | 1.481.380 $ | -917.527 $ | -38,2 % | 2.398.907 $ | -3.216.638 $ | -57,3 % | ||||||
| Privatperson | 2.370.900 $ | -7.200 $ | -0,3 % | 2.378.100 $ | -13.800 $ | -0,6 % | 2.391.900 $ | |||||
| CITY HOLDING CO | 2.386.077 $ | +60.505 $ | +2,6 % | 2.325.572 $ | +282.795 $ | +13,8 % | 2.042.777 $ | -115.101 $ | -5,3 % | 2.157.878 $ | +2.120.318 $ | +5.645,1 % |
| Autumn Glory Partners, LLC | 2.380.822 $ | |||||||||||
| ENTREWEALTH, LLC | 2.378.310 $ | +1.173.848 $ | +97,5 % | 1.204.462 $ | -748.680 $ | -38,3 % | 1.953.142 $ | -298.156 $ | -13,2 % | 2.251.298 $ | -297.074 $ | -11,7 % |
| TCI Wealth Advisors, Inc. | 2.376.821 $ | +1.886.328 $ | +384,6 % | 490.493 $ | +13.229 $ | +2,8 % | 477.264 $ | +30.157 $ | +6,7 % | |||
| Gordian Advisors LLC | 2.371.316 $ | +516.217 $ | +27,8 % | 1.855.099 $ | +8.792 $ | +0,5 % | 1.846.307 $ | +16.006 $ | +0,9 % | |||
| New Republic Capital, LLC | 1.864.814 $ | +299.830 $ | +19,2 % | 1.564.984 $ | -802.940 $ | -33,9 % | 2.367.924 $ | +795.668 $ | +50,6 % | |||
| LifeGoal Investments, LLC | 2.067.851 $ | -49.688 $ | -2,3 % | 2.117.539 $ | -199.056 $ | -8,6 % | 2.316.595 $ | -44.568 $ | -1,9 % | 2.361.163 $ | +583.446 $ | +32,8 % |
| ForthRight Wealth Management, LLC | 2.357.556 $ | +281.822 $ | +13,6 % | 2.075.734 $ | +146.843 $ | +7,6 % | 1.928.891 $ | +560.400 $ | +41,0 % | |||
| Keener Financial Planning LLC | 2.354.000 $ | +445.000 $ | +23,3 % | 1.909.000 $ | -97.000 $ | -4,8 % | 2.006.000 $ | -165.000 $ | -7,6 % | |||
| CVFG LLC | 2.352.847 $ | +405.257 $ | +20,8 % | 1.947.590 $ | ||||||||
| Murphy & Mullick Capital Management Corp | 1.703.187 $ | -523.996 $ | -23,5 % | 2.227.183 $ | -123.273 $ | -5,2 % | 2.350.456 $ | -527.212 $ | -18,3 % | |||
| Adams Wealth Management | 1.872.306 $ | -192.602 $ | -9,3 % | 2.064.908 $ | -281.748 $ | -12,0 % | 2.346.656 $ | +33.500 $ | +1,4 % | |||
| VIMA LLC | 2.345.723 $ | |||||||||||
| MORRIS FINANCIAL CONCEPTS, INC. | 2.280.918 $ | -62.337 $ | -2,7 % | 2.343.255 $ | +245.825 $ | +11,7 % | 2.097.430 $ | +70.485 $ | +3,5 % | |||
| ABLE Financial Group, LLC | 274.561 $ | -503.322 $ | -64,7 % | 777.883 $ | +498.647 $ | +178,6 % | 279.236 $ | -2.053.638 $ | -88,0 % | 2.332.874 $ | +1.459.088 $ | +167,0 % |
| Stonekeep Investments, LLC | 1.886.159 $ | -327.841 $ | -14,8 % | 2.214.000 $ | +23.560 $ | +1,1 % | 2.190.440 $ | -139.560 $ | -6,0 % | 2.330.000 $ | -160.259 $ | -6,4 % |
| PFW Advisors LLC | 2.072.175 $ | -257.025 $ | -11,0 % | 2.329.200 $ | +401.228 $ | +20,8 % | 1.927.972 $ | +12.511 $ | +0,7 % | 1.915.461 $ | +28.024 $ | +1,5 % |
| PDS Planning, Inc | 2.324.575 $ | +107.377 $ | +4,8 % | 2.217.198 $ | +430.260 $ | +24,1 % | 1.786.938 $ | -53.473 $ | -2,9 % | |||
| Aureus Asset Management, LLC | 2.323.724 $ | +274.755 $ | +13,4 % | 2.048.969 $ | +31.476 $ | +1,6 % | 2.017.493 $ | +64.044 $ | +3,3 % | |||
| Nemes Rush Group LLC | 2.319.524 $ | +546.559 $ | +30,8 % | 1.772.965 $ | -173.724 $ | -8,9 % | 1.946.689 $ | +1.935.407 $ | +17.154,8 % | |||
| Archvest Wealth Advisors, Inc. | 1.834.365 $ | -483.534 $ | -20,9 % | 2.317.899 $ | +529.902 $ | +29,6 % | 1.787.997 $ | +152.938 $ | +9,4 % | |||
| JACOBSON & SCHMITT ADVISORS, LLC | 2.314.552 $ | +61.619 $ | +2,7 % | 2.252.933 $ | +76.064 $ | +3,5 % | 2.176.869 $ | +44.576 $ | +2,1 % | |||
| Cairn Investment Group, Inc. | 2.312.000 $ | +259.000 $ | +12,6 % | 2.053.000 $ | -32.000 $ | -1,5 % | 2.085.000 $ | +34.000 $ | +1,7 % | |||
| MOSAIC FINANCIAL GROUP, LLC | 2.309.000 $ | +43.000 $ | +1,9 % | 2.266.000 $ | +8.000 $ | +0,4 % | 2.258.000 $ | +418.000 $ | +22,7 % | |||
| Genesee Capital Advisors, LLC | 2.157.094 $ | -150.626 $ | -6,5 % | 2.307.720 $ | +315.870 $ | +15,9 % | 1.991.850 $ | +631.665 $ | +46,4 % | 1.360.185 $ | +17.451 $ | +1,3 % |
| CHAPIN DAVIS, INC. | 2.013.889 $ | -7.552 $ | -0,4 % | 2.021.441 $ | -201.164 $ | -9,1 % | 2.222.605 $ | -85.021 $ | -3,7 % | 2.307.626 $ | +383.102 $ | +19,9 % |
| Great Diamond Partners, LLC | 1.807.210 $ | -449.899 $ | -19,9 % | 2.257.109 $ | -45.055 $ | -2,0 % | 2.302.164 $ | +3.142 $ | +0,1 % | 2.299.022 $ | -47.726 $ | -2,0 % |
| 626 Financial, LLC | 2.301.589 $ | +1.149.954 $ | +99,9 % | 1.151.635 $ | +455.267 $ | +65,4 % | 696.368 $ | +10.462 $ | +1,5 % | |||
| Valued Retirements, Inc. | 2.295.878 $ | +325.554 $ | +16,5 % | 1.970.324 $ | -46.427 $ | -2,3 % | 2.016.751 $ | +155.538 $ | +8,4 % | |||
| Cassady Wealth & Retirement Planning, LLC | 2.294.486 $ | +366.776 $ | +19,0 % | 1.927.710 $ | +780.588 $ | +68,0 % | 1.147.122 $ | |||||
| Gleason Group, Inc. | 2.293.295 $ | +803.707 $ | +54,0 % | 1.489.588 $ | +1.353.667 $ | +995,9 % | 135.921 $ | +6.297 $ | +4,9 % | 129.624 $ | +3.855 $ | +3,1 % |
| Yelin Lapidot Holdings Management Ltd. | 2.288.767 $ | +400.562 $ | +21,2 % | 1.888.205 $ | +12.253 $ | +0,7 % | 1.875.952 $ | +32.045 $ | +1,7 % | |||
| BIRCHBROOK, INC. | 2.279.562 $ | +68.391 $ | +3,1 % | 2.211.171 $ | +22.285 $ | +1,0 % | 2.188.886 $ | +79.121 $ | +3,8 % | 2.109.765 $ | +117.220 $ | +5,9 % |
| GAMCO INVESTORS, INC. ET AL | 2.007.437 $ | -270.262 $ | -11,9 % | 2.277.699 $ | -80.245 $ | -3,4 % | ||||||
| TBH Global Asset Management, LLC | 1.793.200 $ | +261.206 $ | +17,1 % | 1.531.994 $ | -744.473 $ | -32,7 % | 2.276.467 $ | +760.332 $ | +50,1 % | |||
| Buttonwood Financial Advisors Inc. | 2.272.876 $ | +10.044 $ | +0,4 % | 2.262.832 $ | +198.469 $ | +9,6 % | 2.064.363 $ | -159.230 $ | -7,2 % | 2.223.593 $ | +17.680 $ | +0,8 % |
| MYCIO WEALTH PARTNERS, LLC | 2.270.220 $ | +695.186 $ | +44,1 % | 1.575.034 $ | +479.298 $ | +43,7 % | 1.095.736 $ | +46.663 $ | +4,4 % | |||
| Maia Wealth LLC | 2.203.453 $ | -66.697 $ | -2,9 % | 2.270.150 $ | +212.098 $ | +10,3 % | 2.058.052 $ | -34.429 $ | -1,6 % | 2.092.481 $ | -1.009.697 $ | -32,5 % |
| Navigation Wealth Management, Inc. | 2.260.799 $ | +122.443 $ | +5,7 % | 2.138.356 $ | -89.261 $ | -4,0 % | 2.227.617 $ | +165.363 $ | +8,0 % | |||
| Cove Private Wealth, LLC | 2.247.264 $ | +178.237 $ | +8,6 % | 2.069.027 $ | -185.044 $ | -8,2 % | 2.254.071 $ | +146.445 $ | +6,9 % | |||
| Creekside Partners | 2.251.581 $ | +108.482 $ | +5,1 % | 2.143.099 $ | -27.734 $ | -1,3 % | 2.170.833 $ | +25.638 $ | +1,2 % | |||
| CONQUIS FINANCIAL LLC | 2.247.240 $ | +174.343 $ | +8,4 % | 2.072.897 $ | +137.440 $ | +7,1 % | 1.935.457 $ | +79.649 $ | +4,3 % | |||
| EVOLUTION WEALTH MANAGEMENT INC. | 2.246.794 $ | +282.818 $ | +14,4 % | 1.963.976 $ | -41.991 $ | -2,1 % | 2.005.967 $ | +44.844 $ | +2,3 % | |||
| L.K. Benson & Company, P.C. | 2.239.972 $ | +670.583 $ | +42,7 % | 1.569.389 $ | +57.328 $ | +3,8 % | 1.512.061 $ | +173.552 $ | +13,0 % | |||
| ALTFEST L J & CO INC | 1.987.141 $ | -235.547 $ | -10,6 % | 2.222.688 $ | +257.016 $ | +13,1 % | 1.965.672 $ | -56.968 $ | -2,8 % | |||
| Martin Capital Advisors, LLP | 2.147.550 $ | -49.484 $ | -2,3 % | 2.197.034 $ | -11.428 $ | -0,5 % | 2.208.462 $ | -12.816 $ | -0,6 % | 2.221.278 $ | -46.336 $ | -2,0 % |
| Bigelow Investment Advisors, LLC | 2.108.991 $ | -101.623 $ | -4,6 % | 2.210.614 $ | +16.399 $ | +0,7 % | 2.194.215 $ | +172.639 $ | +8,5 % | 2.021.576 $ | -637 $ | -0,0 % |
| Berkshire Money Management, Inc. | 1.750.565 $ | +362.798 $ | +26,1 % | 1.387.767 $ | -8.971 $ | -0,6 % | 1.396.738 $ | -813.218 $ | -36,8 % | 2.209.956 $ | +789.759 $ | +55,6 % |
| Accel Wealth Management | 2.206.005 $ | +113.055 $ | +5,4 % | 2.092.950 $ | +290.404 $ | +16,1 % | 1.802.546 $ | +114.854 $ | +6,8 % | 1.687.692 $ | -1.004.032 $ | -37,3 % |
| SeaCrest Wealth Management, LLC | 951.463 $ | +194.657 $ | +25,7 % | 756.806 $ | -1.184.278 $ | -61,0 % | 1.941.084 $ | -263.340 $ | -11,9 % | 2.204.424 $ | +1.167.402 $ | +112,6 % |
| Seelaus Asset Management LLC | 1.357.325 $ | -218.508 $ | -13,9 % | 1.575.833 $ | -355.560 $ | -18,4 % | 1.931.393 $ | -269.102 $ | -12,2 % | 2.200.495 $ | +388.936 $ | +21,5 % |
| Stonehearth Capital Management, LLC | 2.088.256 $ | -108.458 $ | -4,9 % | 2.196.714 $ | ||||||||
| Clientfirst Wealth Management, LLC | 2.193.196 $ | +154.277 $ | +7,6 % | 2.038.919 $ | -10.605 $ | -0,5 % | 2.049.524 $ | +53.827 $ | +2,7 % | |||
| INVESTMENT PARTNERS, LTD. | 2.190.508 $ | +884.092 $ | +67,7 % | 1.306.416 $ | +717.020 $ | +121,7 % | 589.396 $ | +21.198 $ | +3,7 % | |||
| A4 Wealth Advisors LLC | 527.338 $ | -1.662.871 $ | -75,9 % | 2.190.209 $ | +395.272 $ | +22,0 % | 1.794.937 $ | +79.305 $ | +4,6 % | 1.715.632 $ | +265.241 $ | +18,3 % |
| American Trust | 1.934.485 $ | -255.086 $ | -11,7 % | 2.189.571 $ | +24.205 $ | +1,1 % | 2.165.366 $ | -202.336 $ | -8,5 % | |||
| Csenge Advisory Group | 2.120.362 $ | +424.915 $ | +25,1 % | 1.695.447 $ | -493.314 $ | -22,5 % | 2.188.761 $ | +68.550 $ | +3,2 % | |||
| FORTRESS PRIVATE LEDGER, LLC | 2.181.509 $ | +891.297 $ | +69,1 % | 1.290.212 $ | +767.692 $ | +146,9 % | 522.520 $ | |||||
| Canal Capital Management, LLC | 1.659.862 $ | -228.258 $ | -12,1 % | 1.888.120 $ | -287.051 $ | -13,2 % | 2.175.171 $ | +178.634 $ | +8,9 % | |||
| Financial Alternatives, Inc | 2.100.527 $ | +213.984 $ | +11,3 % | 1.886.543 $ | -286.740 $ | -13,2 % | 2.173.283 $ | -83.873 $ | -3,7 % | |||
| Ballast Financial Advisors LLC | 2.172.388 $ | +176.325 $ | +8,8 % | 1.996.063 $ | +81.306 $ | +4,2 % | 1.914.757 $ | |||||
| Ascentis Wealth Management, LLC | 2.162.141 $ | +1.000.889 $ | +86,2 % | 1.161.252 $ | +793.439 $ | +215,7 % | 367.813 $ | +108.824 $ | +42,0 % | |||
| Crescent Sterling, Ltd. | 2.147.164 $ | +617.380 $ | +40,4 % | 1.529.784 $ | +411.839 $ | +36,8 % | 1.117.945 $ | +593.641 $ | +113,2 % | 524.304 $ | ||
| WOODWARD DIVERSIFIED CAPITAL, LLC | 1.465.691 $ | +394.072 $ | +36,8 % | 1.071.619 $ | -1.068.785 $ | -49,9 % | 2.140.404 $ | +1.892.716 $ | +764,2 % | 247.688 $ | ||
| Smith Partners Wealth Management, LLC | 2.138.750 $ | +742.755 $ | +53,2 % | 1.395.995 $ | +565.874 $ | +68,2 % | 830.121 $ | |||||
| Dynasty Wealth Management, LLC | 1.451.644 $ | +49.666 $ | +3,5 % | 1.401.978 $ | -735.569 $ | -34,4 % | 2.137.547 $ | -4.478.311 $ | -67,7 % | |||
| DEFINED WEALTH MANAGEMENT, LLC | 1.494.035 $ | -49.848 $ | -3,2 % | 1.543.883 $ | -588.219 $ | -27,6 % | 2.132.102 $ | +31.510 $ | +1,5 % | 2.100.592 $ | -21.010 $ | -1,0 % |
| Storen Legacy Partners, LLC | 2.129.014 $ | -1.881 $ | -0,1 % | 2.130.895 $ | +5.389 $ | +0,3 % | 2.125.506 $ | |||||
| Grantvest Financial Group LLC | 2.127.793 $ | +4.217 $ | +0,2 % | 2.123.576 $ | +445.035 $ | +26,5 % | 1.678.541 $ | -141.226 $ | -7,8 % | 1.819.767 $ | +123.335 $ | +7,3 % |
| Evolution Wealth Advisors, LLC | 2.120.967 $ | +63.254 $ | +3,1 % | 2.057.713 $ | +129.485 $ | +6,7 % | 1.928.228 $ | +20.511 $ | +1,1 % | |||
| Park Place Capital Corp | 2.118.997 $ | +2.080.702 $ | +5.433,4 % | 38.295 $ | +38.289 $ | +638.150,0 % | 6 $ | -22.379 $ | -100,0 % | |||
| Guidance Point Advisors, LLC | 2.066.870 $ | -51.579 $ | -2,4 % | 2.118.449 $ | +336.125 $ | +18,9 % | 1.782.324 $ | -37.958 $ | -2,1 % | 1.820.282 $ | +77.149 $ | +4,4 % |
| Hennion & Walsh Asset Management, Inc. | 1.975.116 $ | +25.273 $ | +1,3 % | 1.949.843 $ | -167.110 $ | -7,9 % | 2.116.953 $ | +620.847 $ | +41,5 % | 1.496.106 $ | +181.353 $ | +13,8 % |
| SURIENCE PRIVATE WEALTH LLC | 552.742 $ | -1.556.442 $ | -73,8 % | 2.109.184 $ | +1.475.694 $ | +232,9 % | ||||||
| Jackson Hole Capital Partners, LLC | 2.101.405 $ | -3.793 $ | -0,2 % | 2.105.198 $ | +7.111 $ | +0,3 % | ||||||
| PALLADIEM, LLC | 106.691 $ | -1.994.302 $ | -94,9 % | 2.100.993 $ | -4.062 $ | -0,2 % | 2.105.055 $ | |||||
| ARWA LLC | 1.504.209 $ | -598.750 $ | -28,5 % | 2.102.959 $ | +304.425 $ | +16,9 % | 1.798.534 $ | |||||
| Capital Asset Managemnet, LLC | 1.232.533 $ | -868.987 $ | -41,4 % | 2.101.520 $ | +60.618 $ | +3,0 % | 2.040.902 $ | |||||
| MACROVIEW INVESTMENT MANAGEMENT LLC | 2.099.489 $ | +239.706 $ | +12,9 % | 1.859.783 $ | +23.381 $ | +1,3 % | 1.836.402 $ | -3.451.345 $ | -65,3 % | |||
| Level Wealth Management LLC | 2.096.925 $ | +219.263 $ | +11,7 % | 1.877.662 $ | +6.504 $ | +0,3 % | 1.871.158 $ | +68.496 $ | +3,8 % | |||
| Quantum Portfolio Management LLC | 1.490.877 $ | -600.914 $ | -28,7 % | 2.091.791 $ | +260.089 $ | +14,2 % | 1.831.702 $ | +690.868 $ | +60,6 % | |||
| Financial Partners Group, Inc | 1.955.278 $ | -126.943 $ | -6,1 % | 2.082.221 $ | +192.717 $ | +10,2 % | 1.889.504 $ | +80.122 $ | +4,4 % | 1.809.382 $ | +52.575 $ | +3,0 % |
| GK Wealth Management LLC | 1.677.150 $ | -402.975 $ | -19,4 % | 2.080.125 $ | +1.267.686 $ | +156,0 % | 812.439 $ | -1.244.710 $ | -60,5 % | 2.057.149 $ | +99.329 $ | +5,1 % |
| Clear Point Advisors Inc. | 2.079.073 $ | +42.053 $ | +2,1 % | 2.037.020 $ | +106.205 $ | +5,5 % | ||||||
| HARBOR CAPITAL ADVISORS, INC. | 2.000 $ | +0 $ | +0,0 % | 2.000 $ | -2.076.000 $ | -99,9 % | 2.078.000 $ | |||||
| MACKENZIE FINANCIAL CORP | 2.077.620 $ | +511.800 $ | +32,7 % | 1.565.820 $ | ||||||||
| ROMANO BROTHERS AND COMPANY | 2.073.470 $ | +51.791 $ | +2,6 % | 2.021.679 $ | +510.516 $ | +33,8 % | 1.511.163 $ | +50.929 $ | +3,5 % | 1.460.234 $ | -49.339 $ | -3,3 % |
| Mason Investment Advisory Services, Inc. | 2.072.076 $ | +220.419 $ | +11,9 % | 1.851.657 $ | +1.802 $ | +0,1 % | 1.849.855 $ | +1.476.662 $ | +395,7 % | |||
| Marks Group Wealth Management, Inc | 2.069.289 $ | +341.672 $ | +19,8 % | 1.727.617 $ | +42.357 $ | +2,5 % | 1.685.260 $ | -233.383 $ | -12,2 % | |||
| MONECO ADVISORS, LLC | 2.067.606 $ | +835.086 $ | +67,8 % | 1.232.520 $ | +824.157 $ | +201,8 % | 408.363 $ | +186.853 $ | +84,4 % | |||
| Legacy Wealth Partners, LLC | 1.486.735 $ | -14.668 $ | -1,0 % | 1.501.403 $ | +37.232 $ | +2,5 % | 1.464.171 $ | -587.055 $ | -28,6 % | 2.051.226 $ | ||
| Israel Discount Bank of New York | 2.047.301 $ | |||||||||||
| HT Partners LLC | 1.981.871 $ | -63.455 $ | -3,1 % | 2.045.326 $ | +147.891 $ | +7,8 % | 1.897.435 $ | +11.487 $ | +0,6 % | 1.885.948 $ | -6.810 $ | -0,4 % |
| Rareview Capital LLC | 1.271.566 $ | -771.258 $ | -37,8 % | 2.042.824 $ | +312.003 $ | +18,0 % | 1.730.821 $ | +948.660 $ | +121,3 % | |||
| DeLarme Wealth Management, Inc. | 2.032.379 $ | +1.928 $ | +0,1 % | 2.030.451 $ | +367.159 $ | +22,1 % | 1.663.292 $ | |||||
| Kroeger Financial Partners | 2.032.146 $ | +24.625 $ | +1,2 % | 2.007.521 $ | ||||||||
| PACIFIC FINANCIAL GROUP INC | 1.568.455 $ | -461.641 $ | -22,7 % | 2.030.096 $ | +143.447 $ | +7,6 % | 1.886.649 $ | +1.160.195 $ | +159,7 % | |||
| Squarepoint Ops LLC | 200.278 $ | -461.809 $ | -69,8 % | 662.087 $ | -1.363.993 $ | -67,3 % | 2.026.080 $ | +107.385 $ | +5,6 % | |||
| Alta Wealth Advisors LLC | 2.021.667 $ | +224.754 $ | +12,5 % | 1.796.913 $ | -25.419 $ | -1,4 % | 1.822.332 $ | -4.411 $ | -0,2 % | |||
| BROWN, LISLE/CUMMINGS, INC. | 1.846.784 $ | -123.159 $ | -6,3 % | 1.969.943 $ | -49.327 $ | -2,4 % | 2.019.270 $ | +7.701 $ | +0,4 % | 2.011.569 $ | +101.724 $ | +5,3 % |
| ELEVATION WEALTH PARTNERS, LLC | 2.018.849 $ | +380.622 $ | +23,2 % | 1.638.227 $ | +198.647 $ | +13,8 % | 1.439.580 $ | -139.076 $ | -8,8 % | 1.578.656 $ | +4.963 $ | +0,3 % |
| FWG Investments, LLC. | 1.657.947 $ | +192.414 $ | +13,1 % | 1.465.533 $ | -548.745 $ | -27,2 % | 2.014.278 $ | +12.251 $ | +0,6 % | |||
| VESTOR CAPITAL, LLC | 2.014.000 $ | +1.701.000 $ | +543,5 % | 313.000 $ | -32.000 $ | -9,3 % | 345.000 $ | -13.677.000 $ | -97,5 % | |||
| Next Level Private LLC | 2.013.585 $ | +1.664 $ | +0,1 % | 2.011.921 $ | +213.929 $ | +11,9 % | 1.797.992 $ | -211.389 $ | -10,5 % | 2.009.381 $ | -32.704 $ | -1,6 % |
| CUTLER INVESTMENT COUNSEL LLC | 2.011.309 $ | +11.535 $ | +0,6 % | 1.999.774 $ | +143.551 $ | +7,7 % | 1.856.223 $ | +24.838 $ | +1,4 % | |||
| Investment Management Trust, LLC | 807.229 $ | -1.203.811 $ | -59,9 % | 2.011.040 $ | ||||||||
| Atomic Invest LLC | 2.007.904 $ | +451.465 $ | +29,0 % | 1.556.439 $ | +229.961 $ | +17,3 % | 1.326.478 $ | |||||
| PGIM Custom Harvest LLC | 2.007.005 $ | +1.259.906 $ | +168,6 % | 747.099 $ | +171.465 $ | +29,8 % | 575.634 $ | +4.223 $ | +0,7 % | |||
| Private Wealth Asset Management, LLC | 2.006.975 $ | +280.401 $ | +16,2 % | 1.726.574 $ | ||||||||
| Flaharty Asset Management, LLC | 975.534 $ | -264.998 $ | -21,4 % | 1.240.532 $ | -765.166 $ | -38,1 % | 2.005.698 $ | +653.908 $ | +48,4 % | |||
| N10 WEALTH, LLC | 2.005.190 $ | +437.554 $ | +27,9 % | 1.567.636 $ | ||||||||
| WORLD EQUITY GROUP, INC. | 207.264 $ | -1.797.917 $ | -89,7 % | 2.005.181 $ | +191.398 $ | +10,6 % | 1.813.783 $ | -9.508 $ | -0,5 % | 1.823.291 $ | +51.726 $ | +2,9 % |
| Noble Wealth Partners LLC | 2.001.002 $ | |||||||||||
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 1.999.971 $ | |||||||||||
| GenTrust, LLC | 1.531.145 $ | -314.702 $ | -17,0 % | 1.845.847 $ | -153.736 $ | -7,7 % | 1.999.583 $ | -26.107.536 $ | -92,9 % | |||
| Perennial Investment Advisors, LLC | 1.995.779 $ | +483.569 $ | +32,0 % | 1.512.210 $ | +848.927 $ | +128,0 % | 663.283 $ | -437.676 $ | -39,8 % | |||
| Santori & Peters, Inc. | 1.994.866 $ | +209.945 $ | +11,8 % | 1.784.921 $ | -89.681 $ | -4,8 % | 1.874.602 $ | +18.937 $ | +1,0 % | |||
| Frank, Rimerman Advisors LLC | 1.738.115 $ | -213.171 $ | -10,9 % | 1.951.286 $ | -42.596 $ | -2,1 % | 1.993.882 $ | +48.814 $ | +2,5 % | 1.945.068 $ | +684.611 $ | +54,3 % |
| Flagship Private Wealth, LLC | 1.991.110 $ | +250.259 $ | +14,4 % | 1.740.851 $ | +27.497 $ | +1,6 % | 1.713.354 $ | +16.541 $ | +1,0 % | |||
| ASSOCIATED BANC-CORP | 1.987.074 $ | +1.724.178 $ | +655,8 % | 262.896 $ | -131.901 $ | -33,4 % | 394.797 $ | +184.775 $ | +88,0 % | |||
| Indiana Trust & Investment Management Co | 1.949.047 $ | -32.668 $ | -1,6 % | 1.981.715 $ | +275.071 $ | +16,1 % | 1.706.644 $ | +12.443 $ | +0,7 % | 1.694.201 $ | +42.228 $ | +2,6 % |
| Ackerman Capital Advisors, LLC | 1.978.301 $ | +235.800 $ | +13,5 % | 1.742.501 $ | +190.268 $ | +12,3 % | 1.552.233 $ | -139.636 $ | -8,3 % | |||
| Avion Wealth | 1.912.000 $ | +7.000 $ | +0,4 % | 1.905.000 $ | -72.000 $ | -3,6 % | 1.977.000 $ | +26.000 $ | +1,3 % | |||
| Compass Financial Group, Inc. | 1.918.848 $ | -45.700 $ | -2,3 % | 1.964.548 $ | -11.401 $ | -0,6 % | 1.975.949 $ | -4.956 $ | -0,3 % | |||
| Brookwood Investment Group LLC | 1.333.757 $ | -640.375 $ | -32,4 % | 1.974.132 $ | +516.877 $ | +35,5 % | 1.457.255 $ | -256.003 $ | -14,9 % | |||
| Gainplan LLC | 1.972.227 $ | +97.420 $ | +5,2 % | 1.874.807 $ | +659.510 $ | +54,3 % | 1.215.297 $ | +88.039 $ | +7,8 % | 1.127.258 $ | +61.816 $ | +5,8 % |
| Tempus Wealth Planning, LLC | 1.926.557 $ | -40.352 $ | -2,1 % | 1.966.909 $ | +187.260 $ | +10,5 % | 1.779.649 $ | -46.323 $ | -2,5 % | 1.825.972 $ | +361.432 $ | +24,7 % |
| Resolute Wealth Strategies, LLC | 1.966.836 $ | +263.246 $ | +15,5 % | 1.703.590 $ | +68.716 $ | +4,2 % | 1.634.874 $ | +174.199 $ | +11,9 % | |||
| Sunesis Advisors, LLC | 1.964.818 $ | +343.867 $ | +21,2 % | 1.620.951 $ | -49.990 $ | -3,0 % | 1.670.941 $ | +28.543 $ | +1,7 % | |||
| Grand Central Investment Group | 1.617.572 $ | -314.521 $ | -16,3 % | 1.932.093 $ | -26.685 $ | -1,4 % | 1.958.778 $ | |||||
| Fortitude Advisory Group L.L.C. | 1.938.242 $ | +190.797 $ | +10,9 % | 1.747.445 $ | +1.011.729 $ | +137,5 % | 735.716 $ | -24.208 $ | -3,2 % | 759.924 $ | +213.095 $ | +39,0 % |
| Garden State Investment Advisory Services LLC | 1.936.765 $ | +53.962 $ | +2,9 % | 1.882.803 $ | -25.526 $ | -1,3 % | 1.908.329 $ | +78.238 $ | +4,3 % | |||
| A. D. Beadell Investment Counsel, Inc. | 1.926.000 $ | +1.000 $ | +0,1 % | 1.925.000 $ | +102.000 $ | +5,6 % | 1.823.000 $ | -12.000 $ | -0,7 % | 1.835.000 $ | -3.000 $ | -0,2 % |
| Essential Planning, LLC. | 1.643.395 $ | -186.752 $ | -10,2 % | 1.830.147 $ | -62.948 $ | -3,3 % | 1.893.095 $ | -29.547 $ | -1,5 % | 1.922.642 $ | -175.814 $ | -8,4 % |
| Carrera Capital Advisors | 1.922.387 $ | +1.511.118 $ | +367,4 % | 411.269 $ | -202.225 $ | -33,0 % | 613.494 $ | |||||
| High Note Wealth, LLC | 1.921.588 $ | +333.112 $ | +21,0 % | 1.588.476 $ | -94.297 $ | -5,6 % | 1.682.773 $ | +34.557 $ | +2,1 % | |||
| Tyche Wealth Partners LLC | 1.916.559 $ | +234.156 $ | +13,9 % | 1.682.403 $ | +25.474 $ | +1,5 % | 1.656.929 $ | +618.790 $ | +59,6 % | |||
| Evansbrook LLC | 1.903.714 $ | -12.066 $ | -0,6 % | 1.915.780 $ | +200.734 $ | +11,7 % | 1.715.046 $ | -5.567 $ | -0,3 % | 1.720.613 $ | ||
| Birchcreek Wealth Management, LLC | 1.914.441 $ | +260.381 $ | +15,7 % | 1.654.060 $ | -62.970 $ | -3,7 % | 1.717.030 $ | +62.682 $ | +3,8 % | |||
| Cumberland Partners Ltd | 1.390.928 $ | -511.552 $ | -26,9 % | 1.902.480 $ | -11.040 $ | -0,6 % | 1.913.520 $ | -4.800 $ | -0,3 % | |||
| EAGLE WEALTH STRATEGIES LLC | 1.662.693 $ | -250.656 $ | -13,1 % | 1.913.349 $ | +399.330 $ | +26,4 % | 1.514.019 $ | +812.677 $ | +115,9 % | 701.342 $ | +30.848 $ | +4,6 % |
| Carr Financial Group Corp | 1.613.061 $ | -282.162 $ | -14,9 % | 1.895.223 $ | -14.810 $ | -0,8 % | 1.910.033 $ | -119.606 $ | -5,9 % | |||
| SkyOak Wealth, LLC | 1.901.634 $ | +176.855 $ | +10,3 % | 1.724.779 $ | +68.469 $ | +4,1 % | 1.656.310 $ | -50.210 $ | -2,9 % | |||
| BARRETT & COMPANY, INC. | 1.798.285 $ | -102.589 $ | -5,4 % | 1.900.874 $ | +145.161 $ | +8,3 % | 1.755.713 $ | -36.862 $ | -2,1 % | 1.792.575 $ | -3.736 $ | -0,2 % |
| Empower Advisory Group, LLC | 1.432.180 $ | -124.029 $ | -8,0 % | 1.556.209 $ | -334.767 $ | -17,7 % | 1.890.976 $ | +661.147 $ | +53,8 % | |||
| Eldridge Investment Advisors, Inc. | 1.890.444 $ | +638.151 $ | +51,0 % | 1.252.293 $ | +855.132 $ | +215,3 % | 397.161 $ | +16.078 $ | +4,2 % | |||
| Presper Financial Architects, LLC | 1.888.433 $ | +311.810 $ | +19,8 % | 1.576.623 $ | +53.135 $ | +3,5 % | 1.523.488 $ | +6.800 $ | +0,4 % | |||
| Transmarket Holdings LP | 1.761.714 $ | -119.573 $ | -6,4 % | 1.881.287 $ | ||||||||
| Sheridan Capital Management, LLC | 1.876.281 $ | +208.595 $ | +12,5 % | 1.667.686 $ | -109.844 $ | -6,2 % | 1.777.530 $ | -43.870 $ | -2,4 % | |||
| Byrne Asset Management LLC | 1.555.030 $ | +82.882 $ | +5,6 % | 1.472.148 $ | -95.439 $ | -6,1 % | 1.567.587 $ | -307.649 $ | -16,4 % | 1.875.236 $ | -193.017 $ | -9,3 % |
| Capital Advisors, Ltd. LLC | 1.862.000 $ | +183.000 $ | +10,9 % | 1.679.000 $ | +360.000 $ | +27,3 % | 1.319.000 $ | +261.000 $ | +24,7 % | |||
| FWG Holdings, LLC | 864.020 $ | -457.507 $ | -34,6 % | 1.321.527 $ | -538.874 $ | -29,0 % | 1.860.401 $ | +1.336.822 $ | +255,3 % | |||
| Independent Wealth Network Inc. | 1.855.153 $ | +22.492 $ | +1,2 % | 1.832.661 $ | +161.942 $ | +9,7 % | 1.670.719 $ | +264.529 $ | +18,8 % | 1.406.190 $ | +270.708 $ | +23,8 % |
| Shelter Mutual Insurance Co | 1.831.841 $ | -3.915 $ | -0,2 % | 1.835.756 $ | -16.327 $ | -0,9 % | 1.852.083 $ | -6.283 $ | -0,3 % | |||
| Tranquility Partners, LLC | 1.351.892 $ | -494.946 $ | -26,8 % | 1.846.838 $ | +219.743 $ | +13,5 % | 1.627.095 $ | +185.641 $ | +12,9 % | 1.441.454 $ | +9.092 $ | +0,6 % |
| Whipplewood Advisors, LLC | 1.845.551 $ | +661.169 $ | +55,8 % | 1.184.382 $ | +48.747 $ | +4,3 % | 1.135.635 $ | -216.659 $ | -16,0 % | 1.352.294 $ | +1.620 $ | +0,1 % |
| MARQUETTE ASSOCIATES, INC. | 1.844.644 $ | +1.628.830 $ | +754,7 % | 215.814 $ | -1.122 $ | -0,5 % | 216.936 $ | -205.541 $ | -48,7 % | |||
| Investment Insight Wealth Management, LLC | 1.842.499 $ | +657.514 $ | +55,5 % | 1.184.985 $ | -106.934 $ | -8,3 % | 1.291.919 $ | |||||
| FLAGSTAR SECURITIES, INC | 1.842.258 $ | +583.983 $ | +46,4 % | 1.258.275 $ | +741.286 $ | +143,4 % | 516.989 $ | -30.803 $ | -5,6 % | 547.792 $ | +11.346 $ | +2,1 % |
| TILIA FIDUCIARY PARTNERS, INC. | 1.591.067 $ | -203.494 $ | -11,3 % | 1.794.561 $ | -25.112 $ | -1,4 % | 1.819.673 $ | -21.379 $ | -1,2 % | 1.841.052 $ | -186.064 $ | -9,2 % |
| Wellington Grp LLC | 1.507.221 $ | -162.280 $ | -9,7 % | 1.669.501 $ | -171.152 $ | -9,3 % | 1.840.653 $ | |||||
| Point Nemo Capital, LLC | 1.839.288 $ | |||||||||||
| CHAPMAN FINANCIAL GROUP, LLC | 1.837.924 $ | +105.323 $ | +6,1 % | 1.732.601 $ | +308.070 $ | +21,6 % | 1.424.531 $ | +187.556 $ | +15,2 % | |||
| Atlatl Advisers LLC | 411.096 $ | -56.010 $ | -12,0 % | 467.106 $ | -1.370.803 $ | -74,6 % | 1.837.909 $ | +96.303 $ | +5,5 % | |||
| Expressive Wealth LLC | 1.837.149 $ | +1.148 $ | +0,1 % | 1.836.001 $ | +215.228 $ | +13,3 % | 1.620.773 $ | |||||
| SWEENEY & MICHEL, LLC | 1.561.121 $ | -275.984 $ | -15,0 % | 1.837.105 $ | +378.197 $ | +25,9 % | 1.458.908 $ | +21.198 $ | +1,5 % | 1.437.710 $ | -14.184 $ | -1,0 % |
| Powell Investment Advisors, LLC | 1.810.972 $ | -26.101 $ | -1,4 % | 1.837.073 $ | +31.596 $ | +1,8 % | 1.805.477 $ | -14.909 $ | -0,8 % | 1.820.386 $ | -3.101 $ | -0,2 % |
| DAVIDSON INVESTMENT ADVISORS | 1.688.949 $ | +345.003 $ | +25,7 % | 1.343.946 $ | +125.914 $ | +10,3 % | 1.218.032 $ | -616.265 $ | -33,6 % | 1.834.297 $ | +507.559 $ | +38,3 % |
| SHEPHERD KAPLAN KROCHUK, LLC | 1.828.483 $ | +301.911 $ | +19,8 % | 1.526.572 $ | +51.448 $ | +3,5 % | 1.475.124 $ | +82.776 $ | +5,9 % | |||
| AMG Asset Management Group, Inc. | 1.822.719 $ | |||||||||||
| Randall & Associates Wealth Management | 1.804.955 $ | -8.605 $ | -0,5 % | 1.813.560 $ | +65.518 $ | +3,7 % | 1.748.042 $ | +129.243 $ | +8,0 % | 1.618.799 $ | +50.288 $ | +3,2 % |
| Good Harbor Advisors, Inc. | 1.811.301 $ | +89.807 $ | +5,2 % | 1.721.494 $ | -5.034 $ | -0,3 % | 1.726.528 $ | -59.253 $ | -3,3 % | 1.785.781 $ | ||
| Bank of New Hampshire | 1.364.278 $ | -230.577 $ | -14,5 % | 1.594.855 $ | +55.140 $ | +3,6 % | 1.539.715 $ | -265.558 $ | -14,7 % | 1.805.273 $ | -207.328 $ | -10,3 % |
| Bauman Advisory Group, LLC | 1.799.333 $ | +310.018 $ | +20,8 % | 1.489.315 $ | +342.780 $ | +29,9 % | 1.146.535 $ | |||||
| Apeiron RIA LLC | 1.797.701 $ | +21.469 $ | +1,2 % | 1.776.232 $ | +147.619 $ | +9,1 % | 1.628.613 $ | -29.630 $ | -1,8 % | 1.658.243 $ | +96.881 $ | +6,2 % |
| GENESIS PRIVATE WEALTH, LLC | 1.793.878 $ | +186.611 $ | +11,6 % | 1.607.267 $ | +36.083 $ | +2,3 % | 1.571.184 $ | +1.365.209 $ | +662,8 % | |||
| Carter Financial Group, INC. | 1.669.070 $ | -124.640 $ | -6,9 % | 1.793.710 $ | +162.911 $ | +10,0 % | 1.630.799 $ | -133.541 $ | -7,6 % | 1.764.340 $ | -3.661 $ | -0,2 % |
| NORDEN GROUP LLC | 1.790.848 $ | +1.216.055 $ | +211,6 % | 574.793 $ | +20.486 $ | +3,7 % | 554.307 $ | +110 $ | +0,0 % | 554.197 $ | -23.642 $ | -4,1 % |
| Envision Financial Planning, LLC | 1.785.352 $ | +210.728 $ | +13,4 % | 1.574.624 $ | +296.108 $ | +23,2 % | 1.278.516 $ | +110.712 $ | +9,5 % | |||
| Aquire Wealth Advisors, LLC | 1.784.867 $ | +253.046 $ | +16,5 % | 1.531.821 $ | -168.418 $ | -9,9 % | 1.700.239 $ | -2.751.152 $ | -61,8 % | |||
| GATEWAY INVESTMENT ADVISERS LLC | 298.222 $ | -24.391 $ | -7,6 % | 322.613 $ | +56.461 $ | +21,2 % | 266.152 $ | -1.514.867 $ | -85,1 % | 1.781.019 $ | -376.410 $ | -17,4 % |
| Arsenal Capital Advisors LLC | 1.780.122 $ | +277.828 $ | +18,5 % | 1.502.294 $ | -89.239 $ | -5,6 % | 1.591.533 $ | |||||
| Myriad Asset Management US LP | 1.774.000 $ | +1.123.935 $ | +172,9 % | 650.065 $ | ||||||||
| Everhart Financial Group, Inc. | 1.335.726 $ | +34.833 $ | +2,7 % | 1.300.893 $ | +150.583 $ | +13,1 % | 1.150.310 $ | -623.216 $ | -35,1 % | 1.773.526 $ | -636.762 $ | -26,4 % |
| Westmount Partners, LLC | 1.281.486 $ | -486.066 $ | -27,5 % | 1.767.552 $ | +719.615 $ | +68,7 % | 1.047.937 $ | -606 $ | -0,1 % | |||
| waypoint wealth counsel | 1.633.094 $ | -133.702 $ | -7,6 % | 1.766.796 $ | +371.018 $ | +26,6 % | 1.395.778 $ | -75.494 $ | -5,1 % | 1.471.272 $ | -72.914 $ | -4,7 % |
| ES4, LLC | 1.766.642 $ | +256.846 $ | +17,0 % | 1.509.796 $ | +58.317 $ | +4,0 % | 1.451.479 $ | |||||
| Engineers Gate Manager LP | 1.273.389 $ | -489.362 $ | -27,8 % | 1.762.751 $ | +1.100.213 $ | +166,1 % | ||||||
| RASP WEALTH SOLUTIONS, LLC | 1.756.485 $ | |||||||||||
| Arena Capital Advisors, LLC- CA | 1.746.000 $ | -10.200 $ | -0,6 % | 1.756.200 $ | ||||||||
| WEST PACES ADVISORS INC. | 1.716.474 $ | -35.723 $ | -2,0 % | 1.752.197 $ | +39.429 $ | +2,3 % | 1.712.768 $ | -13.386 $ | -0,8 % | 1.726.154 $ | ||
| Advisors Asset Management, Inc. | 1.751.674 $ | +36.738 $ | +2,1 % | 1.714.936 $ | +49.551 $ | +3,0 % | 1.665.385 $ | -47.467 $ | -2,8 % | |||
| Washington Trust Advisors, Inc. | 1.507.279 $ | -239.707 $ | -13,7 % | 1.746.986 $ | +124.046 $ | +7,6 % | 1.622.940 $ | -4.955 $ | -0,3 % | 1.627.895 $ | +79.364 $ | +5,1 % |
| Peregrine Asset Advisers, Inc. | 1.738.922 $ | +48.029 $ | +2,8 % | 1.690.893 $ | +410.997 $ | +32,1 % | 1.279.896 $ | -14.676 $ | -1,1 % | |||
| Sanchez Gaunt Capital Management, LLC | 1.738.530 $ | +208.604 $ | +13,6 % | 1.529.926 $ | ||||||||
| LongView Wealth Management | 1.232.402 $ | -78.354 $ | -6,0 % | 1.310.756 $ | -103.007 $ | -7,3 % | 1.413.763 $ | -321.858 $ | -18,5 % | 1.735.621 $ | -288.249 $ | -14,2 % |
| Wealth Architects, LLC | 1.733.934 $ | +139.315 $ | +8,7 % | 1.594.619 $ | +53.671 $ | +3,5 % | 1.540.948 $ | +42.117 $ | +2,8 % | |||
| Snider Financial Group | 874.107 $ | -611.973 $ | -41,2 % | 1.486.080 $ | +157.023 $ | +11,8 % | 1.329.057 $ | -404.286 $ | -23,3 % | 1.733.343 $ | -434.327 $ | -20,0 % |
| Mittelman Wealth Management | 1.732.031 $ | +1.061.132 $ | +158,2 % | 670.899 $ | +106.328 $ | +18,8 % | 564.571 $ | +57.968 $ | +11,4 % | |||
| WealthBridge Capital Management, LLC | 1.650.889 $ | -80.646 $ | -4,7 % | 1.731.535 $ | +329.236 $ | +23,5 % | 1.402.299 $ | -175.273 $ | -11,1 % | 1.577.572 $ | +26.807 $ | +1,7 % |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 139.770 $ | -1.583.629 $ | -91,9 % | 1.723.399 $ | +206.469 $ | +13,6 % | 1.516.930 $ | +733.312 $ | +93,6 % | 783.618 $ | +757.433 $ | +2.892,6 % |
| Inscription Capital, LLC | 1.722.153 $ | +42.324 $ | +2,5 % | 1.679.829 $ | +304.700 $ | +22,2 % | 1.375.129 $ | +1.048.265 $ | +320,7 % | |||
| Clare Market Investments LLC | 1.720.753 $ | +172.903 $ | +11,2 % | 1.547.850 $ | -29.116 $ | -1,8 % | ||||||
| OPPENHEIMER ASSET MANAGEMENT INC. | 1.720.615 $ | +344.094 $ | +25,0 % | 1.376.521 $ | -280.129 $ | -16,9 % | 1.656.650 $ | -67.469 $ | -3,9 % | |||
| Flavin Financial Services, Inc. | 1.715.197 $ | +269.451 $ | +18,6 % | 1.445.746 $ | +129.612 $ | +9,8 % | 1.316.134 $ | -44.600 $ | -3,3 % | 1.360.734 $ | +227.282 $ | +20,1 % |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1.003.950 $ | -708.169 $ | -41,4 % | 1.712.119 $ | +1.148.781 $ | +203,9 % | 563.338 $ | |||||
| DAYMARK WEALTH PARTNERS, LLC | 1.703.475 $ | +258.987 $ | +17,9 % | 1.444.488 $ | -91.233 $ | -5,9 % | 1.535.721 $ | -6.337 $ | -0,4 % | |||
| NI ACQUISITIONS COMPANY, LLC | 1.701.340 $ | |||||||||||
| KELLEHER FINANCIAL ADVISORS | 1.699.993 $ | |||||||||||
| Quest 10 Wealth Builders, Inc. | 1.069.284 $ | +169.344 $ | +18,8 % | 899.940 $ | -798.104 $ | -47,0 % | 1.698.044 $ | +11.531 $ | +0,7 % | |||
| SevenBridge Financial Group, LLC | 1.537.511 $ | -83.503 $ | -5,2 % | 1.621.014 $ | -73.255 $ | -4,3 % | 1.694.269 $ | -216.720 $ | -11,3 % | |||
| HARMONY ASSET MANAGEMENT LLC | 1.644.609 $ | +11.405 $ | +0,7 % | 1.633.204 $ | -47.602 $ | -2,8 % | 1.680.806 $ | -11.747 $ | -0,7 % | 1.692.553 $ | +206.629 $ | +13,9 % |
| FAMILY WEALTH PARTNERS, LLC | 1.605.951 $ | -86.552 $ | -5,1 % | 1.692.503 $ | +151.752 $ | +9,8 % | 1.540.751 $ | +38.508 $ | +2,6 % | 1.502.243 $ | +35.613 $ | +2,4 % |
| Bakala Capital LLC | 1.691.918 $ | +34.976 $ | +2,1 % | 1.656.942 $ | +2.187 $ | +0,1 % | 1.654.755 $ | +30.493 $ | +1,9 % | |||
| McCartney Wealth Management LLC | 1.690.787 $ | +227.392 $ | +15,5 % | 1.463.395 $ | -84.448 $ | -5,5 % | 1.547.843 $ | |||||
| DAVIS R M INC | 1.648.068 $ | -22.659 $ | -1,4 % | 1.670.727 $ | -19.225 $ | -1,1 % | 1.689.952 $ | -97.490 $ | -5,5 % | |||
| Fiera Capital Corp | 1.666.601 $ | -9.182 $ | -0,5 % | 1.675.783 $ | -11.138 $ | -0,7 % | 1.686.921 $ | -707 $ | -0,0 % | |||
| Golden State Wealth Management, LLC | 1.167.225 $ | -62.736 $ | -5,1 % | 1.229.961 $ | -453.423 $ | -26,9 % | 1.683.384 $ | -45.593 $ | -2,6 % | |||
| TOWNSQUARE CAPITAL LLC | 1.675.068 $ | +97.809 $ | +6,2 % | 1.577.259 $ | -47.122 $ | -2,9 % | 1.624.381 $ | -3.376.127 $ | -67,5 % | |||
| Wharton Business Group, LLC | 1.670.798 $ | +131.511 $ | +8,5 % | 1.539.287 $ | +174.233 $ | +12,8 % | 1.365.054 $ | +16.213 $ | +1,2 % | |||
| Anfield Capital Management, LLC | 1.670.260 $ | +1.476.679 $ | +762,8 % | 193.581 $ | -6.120 $ | -3,1 % | ||||||
| PRECEDENT WEALTH PARTNERS, LLC | 1.667.662 $ | +149.922 $ | +9,9 % | 1.517.740 $ | +321.251 $ | +26,8 % | 1.196.489 $ | +20.440 $ | +1,7 % | 1.176.049 $ | -277.581 $ | -19,1 % |
| Key FInancial Inc | 977.859 $ | -689.185 $ | -41,3 % | 1.667.044 $ | +367.089 $ | +28,2 % | 1.299.955 $ | -117.165 $ | -8,3 % | |||
| Cunning Capital Partners, LP | 1.643.000 $ | -3.000 $ | -0,2 % | 1.646.000 $ | -18.000 $ | -1,1 % | 1.664.000 $ | -7.000 $ | -0,4 % | |||
| BAILARD, INC. | 1.617.854 $ | -37.785 $ | -2,3 % | 1.655.639 $ | +222.338 $ | +15,5 % | 1.433.301 $ | -5.226 $ | -0,4 % | 1.438.527 $ | +38.787 $ | +2,8 % |
| Midwest Financial Group LLC | 1.608.351 $ | -42.038 $ | -2,5 % | 1.650.389 $ | +122.425 $ | +8,0 % | 1.527.964 $ | +44.718 $ | +3,0 % | 1.483.246 $ | +1.080.559 $ | +268,3 % |
| Synergy Investment Management, LLC | 1.649.179 $ | +802.710 $ | +94,8 % | 846.469 $ | +511.622 $ | +152,8 % | 334.847 $ | -74.326 $ | -18,2 % | |||
| EWA, LLC | 676.592 $ | -293.497 $ | -30,3 % | 970.089 $ | -678.536 $ | -41,2 % | 1.648.625 $ | +1.228.319 $ | +292,2 % | |||
| Jacobs Equity LLC | 1.643.868 $ | +772.510 $ | +88,7 % | 871.358 $ | +122.471 $ | +16,4 % | 748.887 $ | |||||
| EJMK Ventures LLC | 200.090 $ | -1.443.196 $ | -87,8 % | 1.643.286 $ | ||||||||
| CFS Investment Advisory Services, LLC | 1.642.815 $ | +949.085 $ | +136,8 % | 693.730 $ | +242.521 $ | +53,7 % | 451.209 $ | -403.507 $ | -47,2 % | 854.716 $ | ||
| Retirement Management Systems Inc. | 1.637.121 $ | |||||||||||
| Evercore Wealth Management, LLC | 1.635.731 $ | +133.195 $ | +8,9 % | 1.502.536 $ | -44.635 $ | -2,9 % | 1.547.171 $ | +36.542 $ | +2,4 % | |||
| Argentarii, LLC | 1.573.752 $ | -61.563 $ | -3,8 % | 1.635.315 $ | +323.226 $ | +24,6 % | 1.312.089 $ | +855.567 $ | +187,4 % | |||
| RS CRUM INC. | 1.608.457 $ | -17.884 $ | -1,1 % | 1.626.341 $ | -8.682 $ | -0,5 % | 1.635.023 $ | +412.558 $ | +33,7 % | 1.222.465 $ | +94.016 $ | +8,3 % |
| Summit Wealth Group, LLC | 1.613.054 $ | -8.995 $ | -0,6 % | 1.622.049 $ | -535 $ | -0,0 % | 1.622.584 $ | -23.751 $ | -1,4 % | |||
| Saxony Capital Management, LLC | 1.600.798 $ | +3.437 $ | +0,2 % | 1.597.361 $ | -21.440 $ | -1,3 % | 1.618.801 $ | +460.650 $ | +39,8 % | 1.158.151 $ | -2.375.241 $ | -67,2 % |
| Global View Capital Management LLC | 1.616.110 $ | +24.787 $ | +1,6 % | |||||||||
| FSB PREMIER WEALTH MANAGEMENT, INC. | 1.613.746 $ | +15.157 $ | +0,9 % | 1.598.589 $ | -7.348 $ | -0,5 % | 1.605.937 $ | -121.762 $ | -7,0 % | |||
| UNIVEST FINANCIAL Corp | 1.612.832 $ | +87.653 $ | +5,7 % | 1.525.179 $ | +457.117 $ | +42,8 % | 1.068.062 $ | -358.371 $ | -25,1 % | |||
| MPWM ADVISORY SOLUTIONS, LLC | 1.610.969 $ | +212.634 $ | +15,2 % | 1.398.335 $ | +30.867 $ | +2,3 % | 1.367.468 $ | -30.010 $ | -2,1 % | |||
| Hickory Point Bank & Trust | 1.610.081 $ | +625.375 $ | +63,5 % | 984.706 $ | +71.430 $ | +7,8 % | 913.276 $ | +121.420 $ | +15,3 % | 791.856 $ | +164.816 $ | +26,3 % |
| RAM Investment Partners, LLC | 1.607.572 $ | +1.231.954 $ | +328,0 % | 375.618 $ | +457 $ | +0,1 % | 375.161 $ | -1.165 $ | -0,3 % | 376.326 $ | +255 $ | +0,1 % |
| HOGE FINANCIAL SERVICES, LLC | 1.604.388 $ | +341.216 $ | +27,0 % | 1.263.172 $ | -37.505 $ | -2,9 % | 1.300.677 $ | +41.456 $ | +3,3 % | |||
| CURIO WEALTH, LLC | 1.340.731 $ | -262.752 $ | -16,4 % | 1.603.483 $ | +212.429 $ | +15,3 % | 1.391.054 $ | -27.010 $ | -1,9 % | |||
| Capital Square, LLC | 1.291.363 $ | -311.954 $ | -19,5 % | 1.603.317 $ | +188.757 $ | +13,3 % | 1.414.560 $ | -71.749 $ | -4,8 % | 1.486.309 $ | +464.210 $ | +45,4 % |
| Penobscot Investment Management Company, Inc. | 1.443.122 $ | -30.059 $ | -2,0 % | 1.473.181 $ | -126.538 $ | -7,9 % | 1.599.719 $ | -28.428 $ | -1,7 % | |||
| Clearview Wealth Management LLC | 836.602 $ | -752.138 $ | -47,3 % | 1.588.740 $ | -4.508 $ | -0,3 % | 1.593.248 $ | |||||
| PACK Private Wealth, LLC | 1.591.691 $ | +218.665 $ | +15,9 % | 1.373.026 $ | +35.480 $ | +2,7 % | 1.337.546 $ | +13.408 $ | +1,0 % | |||
| CULLINAN ASSOCIATES INC | 1.590.877 $ | +364.758 $ | +29,7 % | 1.226.119 $ | +390.469 $ | +46,7 % | 835.650 $ | +350.648 $ | +72,3 % | |||
| Legacy Bridge, LLC | 1.586.487 $ | +346.437 $ | +27,9 % | 1.240.050 $ | +100.555 $ | +8,8 % | 1.139.495 $ | +60.920 $ | +5,6 % | |||
| Trajan Wealth LLC | 1.585.552 $ | +298.612 $ | +23,2 % | 1.286.940 $ | +108.284 $ | +9,2 % | 1.178.656 $ | -63.382 $ | -5,1 % | |||
| CHILTON CAPITAL MANAGEMENT LLC | 1.557.732 $ | -25.229 $ | -1,6 % | 1.582.961 $ | +39.761 $ | +2,6 % | 1.543.200 $ | +220.588 $ | +16,7 % | |||
| Parkwoods Wealth Partners, LLC | 1.580.069 $ | |||||||||||
| Chesley Taft & Associates LLC | 1.579.297 $ | +217.027 $ | +15,9 % | 1.362.270 $ | +377.253 $ | +38,3 % | 985.017 $ | |||||
| Patriot Financial Group Insurance Agency, LLC | 864.027 $ | +66.651 $ | +8,4 % | 797.376 $ | -781.568 $ | -49,5 % | 1.578.944 $ | +664.083 $ | +72,6 % | 914.861 $ | -71.443 $ | -7,2 % |
| Motley Fool Wealth Management, LLC | 360.565 $ | -1.217.716 $ | -77,2 % | 1.578.281 $ | ||||||||
| Calamos Wealth Management LLC | 1.574.197 $ | +740.772 $ | +88,9 % | 833.425 $ | -277.300 $ | -25,0 % | 1.110.725 $ | +514.732 $ | +86,4 % | |||
| ALLSTREET CAPITAL ADVISORS LLC | 1.573.751 $ | +72.243 $ | +4,8 % | 1.501.508 $ | +21.661 $ | +1,5 % | 1.479.847 $ | |||||
| TMB Capital Partners, LLC | 1.547.029 $ | -23.793 $ | -1,5 % | 1.570.822 $ | +128.807 $ | +8,9 % | 1.442.015 $ | +152.504 $ | +11,8 % | 1.289.511 $ | ||
| DUNCKER STREETT & CO INC | 1.566.116 $ | +1.868 $ | +0,1 % | 1.564.248 $ | +200.141 $ | +14,7 % | 1.364.107 $ | -59.762 $ | -4,2 % | |||
| LOWERY THOMAS, LLC | 1.564.016 $ | +317.281 $ | +25,4 % | 1.246.735 $ | -772 $ | -0,1 % | 1.247.507 $ | +38.301 $ | +3,2 % | |||
| NESTEGG ADVISORS, INC. | 1.449.124 $ | -114.545 $ | -7,3 % | 1.563.669 $ | +142.074 $ | +10,0 % | 1.421.595 $ | -24.931 $ | -1,7 % | 1.446.526 $ | +23.058 $ | +1,6 % |
| Barton Investment Management | 1.509.359 $ | -8.818 $ | -0,6 % | 1.518.177 $ | -43.395 $ | -2,8 % | 1.561.572 $ | -3.191 $ | -0,2 % | |||
| Affiance Financial, LLC | 1.487.891 $ | -73.159 $ | -4,7 % | 1.561.050 $ | +213.278 $ | +15,8 % | 1.347.772 $ | +32.314 $ | +2,5 % | 1.315.458 $ | +14.835 $ | +1,1 % |
| BECKER CAPITAL MANAGEMENT INC | 1.462.495 $ | +175.811 $ | +13,7 % | 1.286.684 $ | -274.145 $ | -17,6 % | 1.560.829 $ | -324.155 $ | -17,2 % | |||
| Roger Wittlin Investment Advisory, LLC | 619.425 $ | -127.373 $ | -17,1 % | 746.798 $ | -342.095 $ | -31,4 % | 1.088.893 $ | -465.277 $ | -29,9 % | 1.554.170 $ | -1.001.961 $ | -39,2 % |
| SUN LIFE FINANCIAL INC | 1.553.000 $ | -1.007.000 $ | -39,3 % | |||||||||
| Stratos Investment Management, LLC | 1.546.887 $ | +181.377 $ | +13,3 % | 1.365.510 $ | +24.110 $ | +1,8 % | 1.341.400 $ | -7.937 $ | -0,6 % | |||
| Sage Investment Counsel LLC | 1.543.249 $ | +295.335 $ | +23,7 % | 1.247.914 $ | +87.644 $ | +7,6 % | 1.160.270 $ | -18.754 $ | -1,6 % | |||
| Lifetime Wealth Management P.C. | 1.538.325 $ | +51.614 $ | +3,5 % | 1.486.711 $ | +31.004 $ | +2,1 % | 1.455.707 $ | |||||
| Geometric Wealth Advisors | 1.537.802 $ | +16.931 $ | +1,1 % | 1.520.871 $ | +287.109 $ | +23,3 % | 1.233.762 $ | +128.343 $ | +11,6 % | |||
| Brooklyn Investment Group | 1.530.986 $ | +620.243 $ | +68,1 % | 910.743 $ | +668.086 $ | +275,3 % | ||||||
| Calamos Advisors LLC | 792.794 $ | -735.235 $ | -48,1 % | 1.528.029 $ | +505.636 $ | +49,5 % | 1.022.393 $ | +13.680 $ | +1,4 % | |||
| REAP Financial Group, LLC | 1.526.562 $ | +33.310 $ | +2,2 % | 1.493.252 $ | -18.933 $ | -1,3 % | 1.512.185 $ | -123.055 $ | -7,5 % | |||
| Objectivity Squared, LLC | 1.522.306 $ | +380.433 $ | +33,3 % | 1.141.873 $ | +77.480 $ | +7,3 % | 1.064.393 $ | +261.828 $ | +32,6 % | |||
| Odyssey Capital Advisors, Inc. | 1.409.398 $ | -44.193 $ | -3,0 % | 1.453.591 $ | -64.112 $ | -4,2 % | 1.517.703 $ | |||||
| Farringdon Capital, Ltd. | 1.427.892 $ | -85.718 $ | -5,7 % | 1.513.610 $ | +52.576 $ | +3,6 % | 1.461.034 $ | +816.884 $ | +126,8 % | |||
| Raab & Moskowitz Asset Management LLC | 1.311.967 $ | -201.275 $ | -13,3 % | 1.513.242 $ | +171.328 $ | +12,8 % | 1.341.914 $ | -34.517 $ | -2,5 % | |||
| PRIVATE CLIENT SERVICES, LLC | 352.995 $ | -1.156.146 $ | -76,6 % | 1.509.141 $ | +214.820 $ | +16,6 % | 1.294.321 $ | +465.687 $ | +56,2 % | 828.634 $ | +143.154 $ | +20,9 % |
| Financial Guidance Group, Inc. | 1.491.025 $ | -10.795 $ | -0,7 % | 1.501.820 $ | +414.675 $ | +38,1 % | 1.087.145 $ | -69.206 $ | -6,0 % | 1.156.351 $ | +20.365 $ | +1,8 % |
| Idaho Trust Co | 1.215.461 $ | -284.516 $ | -19,0 % | 1.499.977 $ | +107.250 $ | +7,7 % | 1.392.727 $ | -172.928 $ | -11,0 % | |||
| Stockman Wealth Management, Inc. | 1.488.295 $ | -8.636 $ | -0,6 % | 1.496.931 $ | -3.755 $ | -0,3 % | ||||||
| NCM Capital Management, LLC | 1.496.866 $ | +261.970 $ | +21,2 % | 1.234.896 $ | +8.013 $ | +0,7 % | 1.226.883 $ | +20.958 $ | +1,7 % | |||
| BancFirst Trust & Investment Management | 555.763 $ | -940.996 $ | -62,9 % | 1.496.759 $ | +71.183 $ | +5,0 % | 1.425.576 $ | +910.725 $ | +176,9 % | |||
| Jasper Ridge Partners, L.P. | 1.216.147 $ | -277.969 $ | -18,6 % | 1.494.116 $ | ||||||||
| Acorn Wealth Advisors, LLC | 1.401.010 $ | -88.786 $ | -6,0 % | 1.489.796 $ | +776.150 $ | +108,8 % | 713.646 $ | -2.004 $ | -0,3 % | 715.650 $ | +6.022 $ | +0,8 % |
| SITTNER & NELSON, LLC | 1.483.658 $ | +165.490 $ | +12,6 % | 1.318.168 $ | -82.269 $ | -5,9 % | 1.400.437 $ | +128.367 $ | +10,1 % | |||
| Financial Strategies Group, Inc. | 1.480.884 $ | +34.494 $ | +2,4 % | 1.446.390 $ | +70.762 $ | +5,1 % | 1.375.628 $ | +74.712 $ | +5,7 % | |||
| ATLAS CAPITAL ADVISORS INC. | 1.479.266 $ | +243.244 $ | +19,7 % | 1.236.022 $ | +1.007.962 $ | +442,0 % | 228.060 $ | |||||
| Berger Financial Group, Inc | 1.476.362 $ | +23.668 $ | +1,6 % | 1.452.694 $ | -23.788 $ | -1,6 % | 1.476.482 $ | +55.057 $ | +3,9 % | |||
| MLG Wealth Management DBA Pine Grove Financial Group | 1.470.641 $ | +397.361 $ | +37,0 % | 1.073.280 $ | +175.936 $ | +19,6 % | 897.344 $ | -51.837 $ | -5,5 % | 949.181 $ | ||
| HERITAGE OAK WEALTH ADVISORS LLC | 1.468.914 $ | |||||||||||
| Cyndeo Wealth Partners, LLC | 1.465.132 $ | +20.458 $ | +1,4 % | 1.444.674 $ | +838.924 $ | +138,5 % | 605.750 $ | +75.051 $ | +14,1 % | 530.699 $ | +16.166 $ | +3,1 % |
| MWA Asset Management | 1.461.605 $ | +229.379 $ | +18,6 % | 1.232.226 $ | -93.048 $ | -7,0 % | 1.325.274 $ | -23.437 $ | -1,7 % | |||
| Seven Post Investment Office LP | 1.421.496 $ | +71.710 $ | +5,3 % | 1.349.786 $ | -110.327 $ | -7,6 % | 1.460.113 $ | +760.793 $ | +108,8 % | |||
| Harbor Asset Planning, Inc. | 1.457.262 $ | +193.285 $ | +15,3 % | 1.263.977 $ | -64.896 $ | -4,9 % | 1.328.873 $ | +78.307 $ | +6,3 % | |||
| Frontier Asset Management, LLC | 1.452.088 $ | +123.597 $ | +9,3 % | 1.328.491 $ | +326.361 $ | +32,6 % | 1.002.130 $ | -15.938 $ | -1,6 % | |||
| Atlas Brown,Inc. | 1.382.127 $ | -67.989 $ | -4,7 % | 1.450.116 $ | +19.575 $ | +1,4 % | 1.430.541 $ | -21.407 $ | -1,5 % | 1.451.948 $ | -980 $ | -0,1 % |
| Clearwater Capital Advisors, LLC | 933.187 $ | -30.578 $ | -3,2 % | 963.765 $ | -487.082 $ | -33,6 % | 1.450.847 $ | -1.422.477 $ | -49,5 % | |||
| Mullaney, Keating & Wright, Inc. | 1.319.710 $ | -130.146 $ | -9,0 % | 1.449.856 $ | +277.436 $ | +23,7 % | 1.172.420 $ | -71.717 $ | -5,8 % | 1.244.137 $ | +457.364 $ | +58,1 % |
| Elevation Advisory Partners LLC | 1.447.465 $ | |||||||||||
| Wagner Wealth Management, Corp | 1.447.406 $ | |||||||||||
| Ariadne Wealth Management, LP | 1.438.504 $ | +59.546 $ | +4,3 % | 1.378.958 $ | -67.660 $ | -4,7 % | 1.446.618 $ | +250.735 $ | +21,0 % | |||
| FFT WEALTH MANAGEMENT LLC | 1.437.919 $ | +1.070.361 $ | +291,2 % | 367.558 $ | -242.078 $ | -39,7 % | ||||||
| Ellenbecker Investment Group | 1.437.727 $ | +549.475 $ | +61,9 % | 888.252 $ | +141.184 $ | +18,9 % | 747.068 $ | -473.265 $ | -38,8 % | |||
| WealthCare Investment Partners, LLC | 1.434.429 $ | +117.324 $ | +8,9 % | 1.317.105 $ | -50.141 $ | -3,7 % | 1.367.246 $ | +34.306 $ | +2,6 % | |||
| Lifeworks Advisors, LLC | 556.173 $ | -449.185 $ | -44,7 % | 1.005.358 $ | -428.033 $ | -29,9 % | 1.433.391 $ | -27.001 $ | -1,8 % | |||
| My Personal CFO, LLC | 811.438 $ | -22.142 $ | -2,7 % | 833.580 $ | -218.906 $ | -20,8 % | 1.052.486 $ | -378.203 $ | -26,4 % | 1.430.689 $ | -32.770.408 $ | -95,8 % |
| Prairiewood Capital, LLC | 1.262.001 $ | -168.543 $ | -11,8 % | 1.430.544 $ | +159.681 $ | +12,6 % | 1.270.863 $ | +784.344 $ | +161,2 % | 486.519 $ | -179.545 $ | -27,0 % |
| BALYASNY ASSET MANAGEMENT L.P. | 1.424.957 $ | +483.359 $ | +51,3 % | 941.598 $ | ||||||||
| Armor Investment Advisors, LLC | 1.412.802 $ | +250.885 $ | +21,6 % | 1.161.917 $ | -130.506 $ | -10,1 % | 1.292.423 $ | -4.166.939 $ | -76,3 % | |||
| MATTERS CAPITAL LLC | 1.408.265 $ | +246.781 $ | +21,2 % | 1.161.484 $ | +10.646 $ | +0,9 % | 1.150.838 $ | |||||
| Chicago Capital, LLC | 1.386.693 $ | -19.994 $ | -1,4 % | 1.406.687 $ | +120.904 $ | +9,4 % | 1.285.783 $ | +29.741 $ | +2,4 % | 1.256.042 $ | -196.659 $ | -13,5 % |
| W ADVISORS, LLC | 1.398.214 $ | +229.857 $ | +19,7 % | 1.168.357 $ | -8.636 $ | -0,7 % | 1.176.993 $ | +38.082 $ | +3,3 % | |||
| rebel Financial LLC | 1.396.895 $ | +120.125 $ | +9,4 % | 1.276.770 $ | +816.069 $ | +177,1 % | ||||||
| Ridgeline Wealth Planning, LLC | 1.394.787 $ | +465.227 $ | +50,0 % | 929.560 $ | -67.487 $ | -6,8 % | 997.047 $ | +73.536 $ | +8,0 % | |||
| Clarendon Private LLC | 1.258.468 $ | -136.225 $ | -9,8 % | 1.394.693 $ | +880.239 $ | +171,1 % | 514.454 $ | +12.949 $ | +2,6 % | |||
| WealthCollab, LLC | 1.394.542 $ | +55.307 $ | +4,1 % | 1.339.235 $ | -31.887 $ | -2,3 % | 1.371.122 $ | +22.161 $ | +1,6 % | |||
| Ares Financial Consulting, LLC | 1.394.429 $ | +147.914 $ | +11,9 % | 1.246.515 $ | +181.451 $ | +17,0 % | 1.065.064 $ | -43.362 $ | -3,9 % | 1.108.426 $ | ||
| Accredited Investors Inc. | 1.383.488 $ | +421.204 $ | +43,8 % | 962.284 $ | -244.340 $ | -20,2 % | 1.206.624 $ | +225.935 $ | +23,0 % | |||
| Occidental Asset Management, LLC | 719.885 $ | -660.749 $ | -47,9 % | 1.380.634 $ | +142.370 $ | +11,5 % | 1.238.264 $ | +4.093 $ | +0,3 % | |||
| Johnson Financial Group, LLC | 1.380.525 $ | +334.550 $ | +32,0 % | 1.045.975 $ | +189.151 $ | +22,1 % | 856.824 $ | |||||
| Cape Investment Advisory, Inc. | 1.258.183 $ | +16.204 $ | +1,3 % | 1.241.979 $ | +378.753 $ | +43,9 % | 863.226 $ | -513.255 $ | -37,3 % | 1.376.481 $ | +895.299 $ | +186,1 % |
| Great Waters Wealth Management | 1.372.877 $ | -447 $ | -0,0 % | 1.373.324 $ | +11.172 $ | +0,8 % | 1.362.152 $ | +19.227 $ | +1,4 % | 1.342.925 $ | -54.120 $ | -3,9 % |
| Hudson Value Partners, LLC | 1.365.693 $ | +50.356 $ | +3,8 % | |||||||||
| DENALI ADVISORS LLC | 1.363.756 $ | +137.675 $ | +11,2 % | 1.226.081 $ | +147.039 $ | +13,6 % | 1.079.042 $ | -201.251 $ | -15,7 % | |||
| Core Wealth Partners LLC | 1.359.670 $ | +821.512 $ | +152,7 % | 538.158 $ | ||||||||
| GILPIN WEALTH MANAGEMENT, LLC | 1.301.013 $ | -54.321 $ | -4,0 % | 1.355.334 $ | +46.518 $ | +3,6 % | 1.308.816 $ | -24.659 $ | -1,8 % | 1.333.475 $ | ||
| Nabity-Jensen Investment Management Inc | 1.353.134 $ | +13.127 $ | +1,0 % | 1.340.007 $ | +11.751 $ | +0,9 % | 1.328.256 $ | +45.172 $ | +3,5 % | |||
| CHATHAM CAPITAL GROUP, INC. | 1.261.338 $ | -6.145 $ | -0,5 % | 1.267.483 $ | -28.423 $ | -2,2 % | 1.295.906 $ | -48.900 $ | -3,6 % | 1.344.806 $ | -143.251 $ | -9,6 % |
| Pacific Point Advisors, LLC | 1.341.115 $ | +165.342 $ | +14,1 % | 1.175.773 $ | -70.824 $ | -5,7 % | 1.246.597 $ | +282.009 $ | +29,2 % | |||
| Vista Cima Wealth Management LLC | 1.193.717 $ | +68.758 $ | +6,1 % | 1.124.959 $ | -211.598 $ | -15,8 % | 1.336.557 $ | -1.909 $ | -0,1 % | |||
| BEAM WEALTH ADVISORS, INC. | 1.332.138 $ | |||||||||||
| ARKANSAS FINANCIAL GROUP, INC. | 1.329.754 $ | +8.769 $ | +0,7 % | 1.320.985 $ | +281.112 $ | +27,0 % | 1.039.873 $ | +298.775 $ | +40,3 % | |||
| Taylor Hoffman Capital Management LLC | 1.329.282 $ | +195.395 $ | +17,2 % | 1.133.887 $ | -56.149 $ | -4,7 % | 1.190.036 $ | -35.572 $ | -2,9 % | |||
| Kelman-Lazarov, Inc. | 1.130.622 $ | -45.085 $ | -3,8 % | 1.175.707 $ | -153.563 $ | -11,6 % | 1.329.270 $ | +15.206 $ | +1,2 % | |||
| FAS Wealth Partners, Inc. | 1.329.028 $ | +375.509 $ | +39,4 % | 953.519 $ | +90.050 $ | +10,4 % | 863.469 $ | +66.281 $ | +8,3 % | |||
| GHP Investment Advisors, Inc. | 1.257.000 $ | -67.449 $ | -5,1 % | 1.324.449 $ | +42.718 $ | +3,3 % | 1.281.731 $ | +996.747 $ | +349,8 % | 284.984 $ | +86.624 $ | +43,7 % |
| LifePlan Investment Advisors, Inc. | 1.032.234 $ | +6.958 $ | +0,7 % | 1.025.276 $ | -298.445 $ | -22,5 % | 1.323.721 $ | -105.216 $ | -7,4 % | |||
| CapWealth Advisors, LLC | 1.319.379 $ | +102.830 $ | +8,5 % | 1.216.549 $ | +173.981 $ | +16,7 % | 1.042.568 $ | -63.262 $ | -5,7 % | 1.105.830 $ | +24.808 $ | +2,3 % |
| Founders Financial Alliance, LLC | 1.318.794 $ | +317.052 $ | +31,7 % | 1.001.742 $ | +759.839 $ | +314,1 % | ||||||
| Vertrix Wealth Management, LLC | 1.317.143 $ | +45.298 $ | +3,6 % | 1.271.845 $ | +384.847 $ | +43,4 % | 886.998 $ | |||||
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 1.314.992 $ | +123.461 $ | +10,4 % | 1.191.531 $ | +356.660 $ | +42,7 % | 834.871 $ | -86.943 $ | -9,4 % | 921.814 $ | -642.258 $ | -41,1 % |
| Laird Norton Wetherby Trust Company, LLC | 1.202.877 $ | -110.222 $ | -8,4 % | 1.313.099 $ | +1.107.896 $ | +539,9 % | 205.203 $ | |||||
| Liberty Capital Management, Inc. | 1.312.740 $ | +184.506 $ | +16,4 % | 1.128.234 $ | +87.980 $ | +8,5 % | ||||||
| BRIA Capital Group, LLC | 1.312.632 $ | |||||||||||
| Traynor Capital Management, Inc. | 1.312.452 $ | +999.398 $ | +319,2 % | 313.054 $ | -418.265 $ | -57,2 % | 731.319 $ | -48.989 $ | -6,3 % | |||
| Eagle Bay Advisors LLC | 1.188.332 $ | -122.820 $ | -9,4 % | 1.311.152 $ | +27.105 $ | +2,1 % | 1.284.047 $ | +1.064 $ | +0,1 % | 1.282.983 $ | -240.243 $ | -15,8 % |
| Manhattan West Asset Management, LLC | 934.664 $ | -161.185 $ | -14,7 % | 1.095.849 $ | -214.173 $ | -16,3 % | 1.310.022 $ | -1.816.867 $ | -58,1 % | |||
| Asempa Wealth Advisors | 1.303.130 $ | +30.174 $ | +2,4 % | 1.272.956 $ | +195.464 $ | +18,1 % | 1.077.492 $ | +22.964 $ | +2,2 % | 1.054.528 $ | ||
| Creegan & Nassoura Financial Group, LLC | 1.301.233 $ | |||||||||||
| Emerald Advisors, LLC | 1.195.315 $ | -105.824 $ | -8,1 % | 1.301.139 $ | +189.732 $ | +17,1 % | 1.111.407 $ | -80.638 $ | -6,8 % | 1.192.045 $ | -38.137 $ | -3,1 % |
| WEALTH EFFECTS LLC | 1.297.597 $ | +21.979 $ | +1,7 % | 1.275.618 $ | -1.885 $ | -0,1 % | 1.277.503 $ | +10.071 $ | +0,8 % | |||
| KTF INVESTMENTS, LLC | 1.073.731 $ | -136.921 $ | -11,3 % | 1.210.652 $ | -85.240 $ | -6,6 % | 1.295.892 $ | |||||
| NOESIS CAPITAL MANGEMENT CORP | 1.292.233 $ | +128.354 $ | +11,0 % | 1.163.879 $ | +135.345 $ | +13,2 % | 1.028.534 $ | +78.007 $ | +8,2 % | |||
| Ponta Wealth Partners, LLC | 1.289.796 $ | +248.981 $ | +23,9 % | 1.040.815 $ | +133.047 $ | +14,7 % | 907.768 $ | |||||
| Broussard Financial Group LLC | 1.289.712 $ | +385.913 $ | +42,7 % | 903.799 $ | +74.296 $ | +9,0 % | 829.503 $ | |||||
| Quantbot Technologies LP | 1.287.983 $ | +528.019 $ | +69,5 % | |||||||||
| Kendall Capital Management | 1.279.775 $ | +939.950 $ | +276,6 % | 339.825 $ | -62.475 $ | -15,5 % | 402.300 $ | +16.244 $ | +4,2 % | |||
| 10Elms LLP | 1.279.660 $ | +1.107.449 $ | +643,1 % | 172.211 $ | +132.403 $ | +332,6 % | 39.808 $ | +680 $ | +1,7 % | |||
| Retirement Investment Advisors, Inc. | 1.235.691 $ | -19.195 $ | -1,5 % | 1.254.886 $ | -23.505 $ | -1,8 % | 1.278.391 $ | +0 $ | +0,0 % | 1.278.391 $ | -85.614 $ | -6,3 % |
| KITCHING PARTNERS, LLC | 1.277.971 $ | +104.661 $ | +8,9 % | 1.173.310 $ | +274.240 $ | +30,5 % | 899.070 $ | +178.332 $ | +24,7 % | |||
| Summa Corp. | 1.277.535 $ | +1.430 $ | +0,1 % | 1.276.105 $ | +10.314 $ | +0,8 % | 1.265.791 $ | +102.785 $ | +8,8 % | |||
| Carroll Advisory Group, LLC | 1.273.562 $ | +7.468 $ | +0,6 % | 1.266.094 $ | +230.882 $ | +22,3 % | 1.035.212 $ | +832.476 $ | +410,6 % | 202.736 $ | ||
| CDKV HOLDINGS LLC | 1.271.698 $ | +113.834 $ | +9,8 % | 1.157.864 $ | -77.401 $ | -6,3 % | 1.235.265 $ | |||||
| UNIQUE WEALTH, LLC | 540.826 $ | -729.527 $ | -57,4 % | 1.270.353 $ | +365.396 $ | +40,4 % | 904.957 $ | +668.762 $ | +283,1 % | 236.195 $ | +2.425 $ | +1,0 % |
| VISIONARY HORIZONS, LLC | 1.198.012 $ | -72.238 $ | -5,7 % | 1.270.250 $ | +229.253 $ | +22,0 % | 1.040.997 $ | |||||
| Loudon Investment Management, LLC | 1.269.143 $ | +121.789 $ | +10,6 % | 1.147.354 $ | +135.421 $ | +13,4 % | 1.011.933 $ | +27.435 $ | +2,8 % | |||
| Peterson Wealth Advisors, LLC | 1.268.966 $ | +276.462 $ | +27,9 % | 992.504 $ | +203.803 $ | +25,8 % | 788.701 $ | -39.824 $ | -4,8 % | 828.525 $ | -43.713 $ | -5,0 % |
| FIRST FINANCIAL CORP /IN/ | 1.245.425 $ | -22.437 $ | -1,8 % | 1.267.862 $ | +195.370 $ | +18,2 % | 1.072.492 $ | -159.510 $ | -12,9 % | 1.232.002 $ | +29.413 $ | +2,4 % |
| Financial Management Professionals, Inc. | 1.264.698 $ | +1.180.842 $ | +1.408,2 % | 83.856 $ | -2.027 $ | -2,4 % | 85.883 $ | -44.646 $ | -34,2 % | |||
| COLLECTIVE FAMILY OFFICE LLC | 994.757 $ | -265.271 $ | -21,1 % | 1.260.028 $ | +854.339 $ | +210,6 % | 405.689 $ | +2.633 $ | +0,7 % | 403.056 $ | +6.885 $ | +1,7 % |
| Boreal Capital Management LLC | 1.258.310 $ | +144.746 $ | +13,0 % | 1.113.564 $ | +133.278 $ | +13,6 % | 980.286 $ | -477.798 $ | -32,8 % | |||
| ELEVATUS WELATH MANAGEMENT | 1.256.663 $ | +27.820 $ | +2,3 % | 1.228.843 $ | +338.491 $ | +38,0 % | 890.352 $ | -189.037 $ | -17,5 % | 1.079.389 $ | +41.357 $ | +4,0 % |
| Independence Asset Advisors, LLC | 289.907 $ | -787.769 $ | -73,1 % | 1.077.676 $ | -174.722 $ | -14,0 % | 1.252.398 $ | -1.106.696 $ | -46,9 % | |||
| YHB Investment Advisors, Inc. | 1.251.739 $ | +35.998 $ | +3,0 % | 1.215.741 $ | -8.421 $ | -0,7 % | 1.224.162 $ | +2.095 $ | +0,2 % | 1.222.067 $ | -56.866 $ | -4,4 % |
| BASSO CAPITAL MANAGEMENT, L.P. | 1.250.749 $ | +789.454 $ | +171,1 % | 461.295 $ | +80.901 $ | +21,3 % | 380.394 $ | +177.656 $ | +87,6 % | |||
| KIECKHEFER GROUP LLC | 1.202.238 $ | -47.798 $ | -3,8 % | 1.250.036 $ | +220.670 $ | +21,4 % | 1.029.366 $ | +31.803 $ | +3,2 % | 997.563 $ | -159.704 $ | -13,8 % |
| Westwind Capital | 929.000 $ | -74.000 $ | -7,4 % | 1.003.000 $ | -238.000 $ | -19,2 % | 1.241.000 $ | +475.000 $ | +62,0 % | |||
| Advanced Asset Management Advisors Inc | 1.239.275 $ | +6.416 $ | +0,5 % | 1.232.859 $ | -587 $ | -0,0 % | 1.233.446 $ | +8.917 $ | +0,7 % | 1.224.529 $ | -74.216 $ | -5,7 % |
| Tandem Financial, LLC | 1.238.321 $ | +615.006 $ | +98,7 % | 623.315 $ | -24.442 $ | -3,8 % | ||||||
| Heritage Wealth Management, Inc. | 1.103.347 $ | -24.264 $ | -2,2 % | 1.127.611 $ | -109.505 $ | -8,9 % | 1.237.116 $ | +209.395 $ | +20,4 % | |||
| MITCHELL SINKLER & STARR/PA | 1.234.242 $ | +9.553 $ | +0,8 % | 1.224.689 $ | +148.293 $ | +13,8 % | 1.076.396 $ | +63.087 $ | +6,2 % | 1.013.309 $ | +7.612 $ | +0,8 % |
| NORTH DALLAS BANK & TRUST CO | 1.233.142 $ | +129.487 $ | +11,7 % | 1.103.655 $ | -27.074 $ | -2,4 % | 1.130.729 $ | |||||
| Brown Financial Advisory | 357.825 $ | -231.769 $ | -39,3 % | 589.594 $ | -643.250 $ | -52,2 % | 1.232.844 $ | +20.816 $ | +1,7 % | |||
| Faithward Advisors, LLC | 1.228.755 $ | +63.462 $ | +5,4 % | 1.165.293 $ | +121.135 $ | +11,6 % | 1.044.158 $ | +156.019 $ | +17,6 % | |||
| Schwallier Wealth Management LLC | 1.178.438 $ | -50.274 $ | -4,1 % | 1.228.712 $ | ||||||||
| ATX Financial Planning, LLC | 1.228.161 $ | |||||||||||
| ZWJ INVESTMENT COUNSEL INC | 1.224.330 $ | +70.123 $ | +6,1 % | 1.154.207 $ | +10.365 $ | +0,9 % | 1.143.842 $ | +374.564 $ | +48,7 % | 769.278 $ | +13.252 $ | +1,8 % |
| Robinhood Asset Management, LLC | 987.919 $ | +315.984 $ | +47,0 % | 671.935 $ | -551.569 $ | -45,1 % | 1.223.504 $ | |||||
| CENTRAL BANK & TRUST CO | 290.702 $ | -23.776 $ | -7,6 % | 314.478 $ | -238.360 $ | -43,1 % | 552.838 $ | -670.064 $ | -54,8 % | 1.222.902 $ | +969.548 $ | +382,7 % |
| Blake Schutter Theil Wealth Advisors, LLC | 1.222.405 $ | +156.714 $ | +14,7 % | 1.065.691 $ | -21.880 $ | -2,0 % | 1.087.571 $ | +114.170 $ | +11,7 % | |||
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 956.709 $ | -13.008 $ | -1,3 % | 969.717 $ | -215.048 $ | -18,2 % | 1.184.765 $ | -37.352 $ | -3,1 % | 1.222.117 $ | -157.031 $ | -11,4 % |
| Portfolio Resources Advisor Group, Inc. | 437.049 $ | +2.137 $ | +0,5 % | 434.912 $ | -782.686 $ | -64,3 % | 1.217.598 $ | -1.902 $ | -0,2 % | 1.219.500 $ | ||
| Layline Advisors, LLC | 1.215.978 $ | +210.726 $ | +21,0 % | 1.005.252 $ | ||||||||
| KANE INVESTMENT MANAGEMENT, INC. | 310.599 $ | -252.471 $ | -44,8 % | 563.070 $ | -651.926 $ | -53,7 % | 1.214.996 $ | +692.409 $ | +132,5 % | |||
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1.214.200 $ | +212.500 $ | +21,2 % | 1.001.700 $ | +6.500 $ | +0,7 % | 995.200 $ | +17.000 $ | +1,7 % | |||
| Dunhill Financial, LLC | 1.209.055 $ | +295.877 $ | +32,4 % | 913.178 $ | -97.052 $ | -9,6 % | 1.010.230 $ | -321.911 $ | -24,2 % | |||
| Note Advisors, LLC | 1.208.885 $ | +77.220 $ | +6,8 % | 1.131.665 $ | -26.262 $ | -2,3 % | 1.157.927 $ | +39.625 $ | +3,5 % | |||
| Cedar Wealth Management, LLC | 1.203.849 $ | +147.544 $ | +14,0 % | 1.056.305 $ | -149.618 $ | -12,4 % | 1.205.923 $ | +745.038 $ | +161,7 % | |||
| Pandowealth. LLC | 1.205.834 $ | +1.005.137 $ | +500,8 % | 200.697 $ | -1.132 $ | -0,6 % | 201.829 $ | |||||
| StoryOne LLC | 1.082.946 $ | -122.376 $ | -10,2 % | 1.205.322 $ | +164.829 $ | +15,8 % | 1.040.493 $ | -76.669 $ | -6,9 % | 1.117.162 $ | ||
| Congress Park Capital LLC | 698.400 $ | -399.225 $ | -36,4 % | 1.097.625 $ | -106.340 $ | -8,8 % | 1.203.965 $ | |||||
| DiNuzzo Private Wealth, Inc. | 967.884 $ | +21.281 $ | +2,2 % | 946.603 $ | -256.418 $ | -21,3 % | 1.203.021 $ | +65.113 $ | +5,7 % | 1.137.908 $ | +349.977 $ | +44,4 % |
| MTM Investment Management, LLC | 1.202.611 $ | +170.868 $ | +16,6 % | 1.031.743 $ | -113.023 $ | -9,9 % | 1.144.766 $ | +9.937 $ | +0,9 % | |||
| Proficio Capital Partners LLC | 1.200.042 $ | +330.565 $ | +38,0 % | 869.477 $ | -37.569 $ | -4,1 % | 907.046 $ | +143.877 $ | +18,9 % | |||
| Aureum Wealth Management, LLC | 208.901 $ | -990.212 $ | -82,6 % | 1.199.113 $ | ||||||||
| Nicht ausgewiesen | 1.191.955 $ | +930.076 $ | +355,2 % | 261.879 $ | ||||||||
| FIRST TRUST ADVISORS LP | 1.038.632 $ | +73.036 $ | +7,6 % | 965.596 $ | -221.663 $ | -18,7 % | 1.187.259 $ | +26.836 $ | +2,3 % | |||
| Belleair Asset Management, LLC | 1.119.826 $ | -6.542 $ | -0,6 % | 1.126.368 $ | -58.921 $ | -5,0 % | 1.185.289 $ | |||||
| Kagan Cocozza Asset Management | 1.116.857 $ | -66.030 $ | -5,6 % | 1.182.887 $ | +391.383 $ | +49,4 % | 791.504 $ | |||||
| Evernest Financial Advisors, LLC | 1.015.279 $ | +50.718 $ | +5,3 % | 964.561 $ | -217.800 $ | -18,4 % | 1.182.361 $ | +48.081 $ | +4,2 % | |||
| THRYVE WEALTH MANAGEMENT LLC | 563.409 $ | -95.536 $ | -14,5 % | 658.945 $ | -320.062 $ | -32,7 % | 979.007 $ | -200.724 $ | -17,0 % | 1.179.731 $ | ||
| Walser Wealth Management Company, A Ltd Liability Co | 1.178.437 $ | +189.269 $ | +19,1 % | 989.168 $ | +558.294 $ | +129,6 % | 430.874 $ | -357.404 $ | -45,3 % | 788.278 $ | ||
| Diligent Investors, LLC | 1.170.800 $ | -3.800 $ | -0,3 % | 1.174.600 $ | ||||||||
| Hummer Financial Advisory Services Inc | 1.151.200 $ | -12.800 $ | -1,1 % | 1.164.000 $ | -6.800 $ | -0,6 % | 1.170.800 $ | -3.800 $ | -0,3 % | 1.174.600 $ | -2.400 $ | -0,2 % |
| Alvarez & Marsal Private Wealth Partners, LLC | 1.162.944 $ | -2.656 $ | -0,2 % | 1.165.600 $ | -7.533 $ | -0,6 % | 1.173.133 $ | |||||
| Warner Group LLC | 1.165.808 $ | +574.295 $ | +97,1 % | 591.513 $ | +66.849 $ | +12,7 % | 524.664 $ | +261.047 $ | +99,0 % | |||
| Front Row Advisors LLC | 1.164.412 $ | +160.557 $ | +16,0 % | 1.003.855 $ | -44.171 $ | -4,2 % | 1.048.026 $ | -14.987 $ | -1,4 % | |||
| MKT Advisors LLC | 1.064.142 $ | -99.355 $ | -8,5 % | 1.163.497 $ | +27.061 $ | +2,4 % | ||||||
| Daner Wealth Management, LLC | 1.160.474 $ | +357.176 $ | +44,5 % | 803.298 $ | +1.812 $ | +0,2 % | 801.486 $ | -137.472 $ | -14,6 % | |||
| Morangie Management LLC | 1.095.264 $ | -63.500 $ | -5,5 % | 1.158.764 $ | +167.317 $ | +16,9 % | 991.447 $ | +43.222 $ | +4,6 % | 948.225 $ | +24.072 $ | +2,6 % |
| BCM ADVISORS, LLC | 1.156.708 $ | +435.311 $ | +60,3 % | 721.397 $ | +494.798 $ | +218,4 % | 226.599 $ | -733 $ | -0,3 % | |||
| Strategic Wealth Partners, Ltd. | 1.156.460 $ | +397.699 $ | +52,4 % | 758.761 $ | -125.899 $ | -14,2 % | 884.660 $ | +2.438 $ | +0,3 % | |||
| Algorithmic Investment Models, LLC | 1.139.685 $ | -12.074 $ | -1,0 % | 1.151.759 $ | +32.275 $ | +2,9 % | 1.119.484 $ | -2.768.705 $ | -71,2 % | |||
| JIM SAULNIER & ASSOCIATES, LLC | 1.150.494 $ | |||||||||||
| Inlight Wealth Management, LLC | 1.147.631 $ | +168.416 $ | +17,2 % | 979.215 $ | +74.362 $ | +8,2 % | 904.853 $ | +103.306 $ | +12,9 % | 801.547 $ | +229.466 $ | +40,1 % |
| AssuredPartners Investment Advisors, LLC | 1.145.416 $ | +332.677 $ | +40,9 % | 812.739 $ | ||||||||
| Cannell & Spears LLC | 1.139.232 $ | |||||||||||
| Newport Capital Group, LLC | 1.134.906 $ | +148.632 $ | +15,1 % | 986.274 $ | +212.763 $ | +27,5 % | 773.511 $ | +44.226 $ | +6,1 % | |||
| Integrity Wealth Partners, LLC | 1.086.475 $ | -48.019 $ | -4,2 % | 1.134.494 $ | ||||||||
| Vanguard Personalized Indexing Management, LLC | 1.130.678 $ | +307.673 $ | +37,4 % | 823.005 $ | +12.648 $ | +1,6 % | 810.357 $ | -648.094 $ | -44,4 % | |||
| Versant Capital Management, Inc | 474.504 $ | -202.487 $ | -29,9 % | 676.991 $ | -376.887 $ | -35,8 % | 1.053.878 $ | -75.817 $ | -6,7 % | 1.129.695 $ | -303.674 $ | -21,2 % |
| HHM Wealth Advisors, LLC | 1.129.026 $ | +33.372 $ | +3,0 % | 1.095.654 $ | +56.078 $ | +5,4 % | 1.039.576 $ | +86.968 $ | +9,1 % | |||
| MCGUIRE CAPITAL ADVISORS INC | 1.121.703 $ | +159.271 $ | +16,5 % | 962.432 $ | -96.518 $ | -9,1 % | 1.058.950 $ | |||||
| Privatperson | 1.118.640 $ | +460.320 $ | +69,9 % | 658.320 $ | +180.322 $ | +37,7 % | 477.998 $ | -2.774 $ | -0,6 % | 480.772 $ | ||
| Trinity Wealth Management, LLC | 1.118.471 $ | +298.433 $ | +36,4 % | 820.038 $ | +557.310 $ | +212,1 % | 262.728 $ | -3.260 $ | -1,2 % | 265.988 $ | -184.288 $ | -40,9 % |
| Johnson & White Wealth Management, LLC | 742.726 $ | -191.405 $ | -20,5 % | 934.131 $ | -183.346 $ | -16,4 % | 1.117.477 $ | -857.842 $ | -43,4 % | |||
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.113.121 $ | +94.747 $ | +9,3 % | 1.018.374 $ | +554.015 $ | +119,3 % | 464.359 $ | -26.024 $ | -5,3 % | 490.383 $ | ||
| Aegis Wealth Management, Inc. | 1.112.025 $ | +217.473 $ | +24,3 % | 894.552 $ | +33.336 $ | +3,9 % | 861.216 $ | |||||
| WULFF, HANSEN & CO. | 927.970 $ | -144.554 $ | -13,5 % | 1.072.524 $ | -39.311 $ | -3,5 % | 1.111.835 $ | -50.107 $ | -4,3 % | |||
| Steelhead Wealth Management LLC | 1.111.000 $ | +714.000 $ | +179,8 % | 397.000 $ | ||||||||
| Swisher Financial Concepts, Inc. | 896.846 $ | -212.961 $ | -19,2 % | 1.109.807 $ | +177.218 $ | +19,0 % | 932.589 $ | |||||
| Arvest Bank Trust Division | 1.107.758 $ | +172.130 $ | +18,4 % | 935.628 $ | ||||||||
| Insight Advisors, LLC/ PA | 1.096.861 $ | -75.000 $ | -6,4 % | |||||||||
| WoodTrust Financial Corp | 454.000 $ | -29.000 $ | -6,0 % | 483.000 $ | +83.000 $ | +20,8 % | 400.000 $ | -696.000 $ | -63,5 % | 1.096.000 $ | +297.000 $ | +37,2 % |
| FCG Investment Co | 1.095.095 $ | +110.575 $ | +11,2 % | 984.520 $ | -110.147 $ | -10,1 % | 1.094.667 $ | |||||
| Ehrenkranz Partners L.P. | 1.083.651 $ | +579 $ | +0,1 % | 1.083.072 $ | -11.920 $ | -1,1 % | 1.094.992 $ | -2.295 $ | -0,2 % | |||
| First Citizens Financial Corp | 938.140 $ | -149.528 $ | -13,7 % | 1.087.668 $ | +79.020 $ | +7,8 % | 1.008.648 $ | +57.706 $ | +6,1 % | 950.942 $ | ||
| ADVISORTRUST PARTNERS, LLC | 1.084.947 $ | +678.692 $ | +167,1 % | 406.255 $ | -199.573 $ | -32,9 % | 605.828 $ | |||||
| Activest Wealth Management | 694.516 $ | +450.207 $ | +184,3 % | 244.309 $ | -778.896 $ | -76,1 % | 1.023.205 $ | -61.311 $ | -5,7 % | 1.084.516 $ | +729.101 $ | +205,1 % |
| Stone House Investment Management, LLC | 1.074.745 $ | -9.707 $ | -0,9 % | 1.084.452 $ | +29.479 $ | +2,8 % | 1.054.973 $ | +101.881 $ | +10,7 % | |||
| Wrenne Financial Planning LLC | 1.083.519 $ | +122.660 $ | +12,8 % | 960.859 $ | +29.224 $ | +3,1 % | ||||||
| CPR Investments Inc. | 1.080.966 $ | +7.613 $ | +0,7 % | 1.073.353 $ | ||||||||
| Godfrey Financial Associates, Inc. | 1.069.099 $ | +34.906 $ | +3,4 % | 1.034.193 $ | -43.368 $ | -4,0 % | 1.077.561 $ | |||||
| Plante Moran Financial Advisors, LLC | 1.076.726 $ | +153.628 $ | +16,6 % | 923.098 $ | +361.756 $ | +64,4 % | 561.342 $ | -197.507 $ | -26,0 % | |||
| MONARCH CAPITAL MANAGEMENT INC | 1.019.027 $ | -57.605 $ | -5,4 % | 1.076.632 $ | +219.076 $ | +25,5 % | 857.556 $ | +105.085 $ | +14,0 % | 752.471 $ | +297.999 $ | +65,6 % |
| Optivise Advisory Services LLC | 1.075.638 $ | +11.859 $ | +1,1 % | 1.063.779 $ | +127.653 $ | +13,6 % | 936.126 $ | -37.367 $ | -3,8 % | 973.493 $ | +86.084 $ | +9,7 % |
| Veracity Capital LLC | 768.925 $ | -70.033 $ | -8,3 % | 838.958 $ | +20.146 $ | +2,5 % | 818.812 $ | -256.806 $ | -23,9 % | 1.075.618 $ | -6.884 $ | -0,6 % |
| Lee Financial Co | 1.075.239 $ | |||||||||||
| Key Client Fiduciary Advisors, LLC | 1.072.620 $ | +10.225 $ | +1,0 % | 1.062.395 $ | +151.510 $ | +16,6 % | 910.885 $ | -99.156 $ | -9,8 % | 1.010.041 $ | +370 $ | +0,0 % |
| Signature Equity Partners, LLC | 1.072.351 $ | +39.517 $ | +3,8 % | 1.032.834 $ | +6.136 $ | +0,6 % | 1.026.698 $ | |||||
| JMG Financial Group, Ltd. | 1.070.166 $ | +857.498 $ | +403,2 % | 212.668 $ | +1.961 $ | +0,9 % | 210.707 $ | +501 $ | +0,2 % | |||
| Asset Dedication, LLC | 844.069 $ | -221.921 $ | -20,8 % | 1.065.990 $ | +460.104 $ | +75,9 % | 605.886 $ | -19.529 $ | -3,1 % | |||
| Signet Private Wealth LLC | 341.670 $ | -441.887 $ | -56,4 % | 783.557 $ | -275.131 $ | -26,0 % | 1.058.688 $ | |||||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1.050.470 $ | -7.558 $ | -0,7 % | 1.058.028 $ | +1.025.113 $ | +3.114,4 % | 32.915 $ | -76 $ | -0,2 % | |||
| Monument Group Wealth Advisors, LLC | 1.017.514 $ | -39.382 $ | -3,7 % | 1.056.896 $ | +102.611 $ | +10,8 % | 954.285 $ | -30.567 $ | -3,1 % | 984.852 $ | +12.560 $ | +1,3 % |
| Northwest Wealth Advisors, LLC | 914.444 $ | +59.801 $ | +7,0 % | 854.643 $ | -199.178 $ | -18,9 % | 1.053.821 $ | |||||
| LRI Investments, LLC | 1.048.785 $ | +53.617 $ | +5,4 % | 995.168 $ | +512 $ | +0,1 % | 994.656 $ | -33.073 $ | -3,2 % | |||
| Aviance Capital Partners, LLC | 1.044.230 $ | |||||||||||
| AMERIFLEX GROUP, INC. | 1.044.116 $ | +240.664 $ | +30,0 % | 803.452 $ | -780.360 $ | -49,3 % | ||||||
| Tribridge Partners Financial LLC | 1.043.468 $ | +125.586 $ | +13,7 % | 917.882 $ | +36.284 $ | +4,1 % | 881.598 $ | -35.799 $ | -3,9 % | |||
| Investor's Fiduciary Advisor Network, LLC | 1.043.000 $ | +122.000 $ | +13,2 % | 921.000 $ | -16.000 $ | -1,7 % | 937.000 $ | -37.000 $ | -3,8 % | |||
| Churchill Financial Advisors, LLC | 1.042.863 $ | +1.503 $ | +0,1 % | 1.041.360 $ | +88.684 $ | +9,3 % | 952.676 $ | -37.939 $ | -3,8 % | 990.615 $ | ||
| Petersen Hastings Wealth Advisors Inc. | 1.042.299 $ | +68.249 $ | +7,0 % | 974.050 $ | +148.945 $ | +18,1 % | 825.105 $ | |||||
| INTERCAPITAL, LLC | 519.600 $ | -520.560 $ | -50,0 % | 1.040.160 $ | ||||||||
| Plotkin Financial Advisors, LLC | 1.037.351 $ | +86.452 $ | +9,1 % | 950.899 $ | -19.719 $ | -2,0 % | 970.618 $ | +49.778 $ | +5,4 % | |||
| Charter Oak Capital Management, LLC | 704.533 $ | -329.921 $ | -31,9 % | 1.034.454 $ | +12.687 $ | +1,2 % | ||||||
| OVERSEA-CHINESE BANKING Corp Ltd | 829.821 $ | -202.431 $ | -19,6 % | 1.032.252 $ | ||||||||
| Sage Capital Advisors,llc | 999.679 $ | -22.773 $ | -2,2 % | 1.022.452 $ | -2.849 $ | -0,3 % | 1.025.301 $ | -5.788 $ | -0,6 % | 1.031.089 $ | -2.252 $ | -0,2 % |
| Oxinas Partners, LLC | 1.029.488 $ | +373.558 $ | +57,0 % | 655.930 $ | +217.167 $ | +49,5 % | 438.763 $ | -8.432 $ | -1,9 % | |||
| Aurora Private Wealth, Inc. | 596.000 $ | -1.000 $ | -0,2 % | 597.000 $ | +14.000 $ | +2,4 % | 583.000 $ | -444.000 $ | -43,2 % | 1.027.000 $ | ||
| Summit Investment Advisory Services, LLC | 1.024.594 $ | +316.966 $ | +44,8 % | 707.628 $ | +168.367 $ | +31,2 % | 539.261 $ | +15.200 $ | +2,9 % | |||
| BlackDiamond Wealth Management, LLC | 1.024.326 $ | +22.897 $ | +2,3 % | 1.001.429 $ | +161.821 $ | +19,3 % | ||||||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1.022.856 $ | +141.468 $ | +16,1 % | |||||||||
| PCA Investment Advisory Services Inc. | 1.021.796 $ | +144.649 $ | +16,5 % | 877.147 $ | ||||||||
| Core Wealth Advisors, Inc. | 1.020.246 $ | +373.789 $ | +57,8 % | 646.457 $ | ||||||||
| Stonebridge Financial Group, LLC | 960.308 $ | -9.284 $ | -1,0 % | 969.592 $ | +23.166 $ | +2,4 % | 946.426 $ | -72.364 $ | -7,1 % | 1.018.790 $ | -90.946 $ | -8,2 % |
| Fourth Dimension Wealth, LLC | 926.311 $ | -4.901 $ | -0,5 % | 931.212 $ | -85.985 $ | -8,5 % | 1.017.197 $ | -10.717 $ | -1,0 % | |||
| Bowman & Co S.C. | 1.016.424 $ | +88.009 $ | +9,5 % | |||||||||
| J. Derek Lewis & Associates Inc. | 1.015.617 $ | +205.217 $ | +25,3 % | 810.400 $ | -68.199 $ | -7,8 % | 878.599 $ | |||||
| SAGE FINANCIAL GROUP INC | 1.014.813 $ | +138.634 $ | +15,8 % | 876.179 $ | +20.752 $ | +2,4 % | 855.427 $ | |||||
| Beaumont Asset Management, L.L.C. | 1.014.005 $ | +28.656 $ | +2,9 % | 985.349 $ | +50.360 $ | +5,4 % | 934.989 $ | -57.714 $ | -5,8 % | 992.703 $ | -23.397 $ | -2,3 % |
| Capstone Wealth Management, Inc. | 1.013.289 $ | +104.215 $ | +11,5 % | 909.074 $ | -93.574 $ | -9,3 % | 1.002.648 $ | |||||
| BANQUE PICTET & CIE SA | 990.345 $ | -22.820 $ | -2,3 % | 1.013.165 $ | +569.649 $ | +128,4 % | 443.516 $ | -2.573 $ | -0,6 % | 446.089 $ | -171.850 $ | -27,8 % |
| Roth Financial Partners LLC | 868.005 $ | +279.021 $ | +47,4 % | 588.984 $ | +157.251 $ | +36,4 % | 431.733 $ | -581.418 $ | -57,4 % | 1.013.151 $ | +211.261 $ | +26,3 % |
| Fiduciary Alliance LLC | 726.732 $ | -285.087 $ | -28,2 % | 1.011.819 $ | +103.958 $ | +11,5 % | 907.861 $ | -74.215 $ | -7,6 % | 982.076 $ | +88.556 $ | +9,9 % |
| FSA Advisors, Inc. | 809.561 $ | +319.392 $ | +65,2 % | 490.169 $ | -517.472 $ | -51,4 % | 1.007.641 $ | |||||
| Avantax Planning Partners, Inc. | 1.006.906 $ | +198.253 $ | +24,5 % | 808.653 $ | ||||||||
| Northstar Group, Inc. | 1.005.305 $ | +188.957 $ | +23,1 % | 816.348 $ | +27.514 $ | +3,5 % | 788.834 $ | +20.967 $ | +2,7 % | |||
| Chevy Chase Trust Holdings, LLC | 1.003.564 $ | +112.004 $ | +12,6 % | 891.560 $ | -64.421 $ | -6,7 % | 955.981 $ | +52.231 $ | +5,8 % | |||
| Oasis Advisors, LLC | 1.003.561 $ | |||||||||||
| GP Brinson Investments LLC | 904.885 $ | -89.168 $ | -9,0 % | 994.053 $ | +7.002 $ | +0,7 % | 987.051 $ | -14.928 $ | -1,5 % | 1.001.979 $ | -23.778 $ | -2,3 % |
| TOWER BRIDGE ADVISORS | 1.000.058 $ | +98.279 $ | +10,9 % | 901.779 $ | +604.986 $ | +203,8 % | 296.793 $ | -14.156 $ | -4,6 % | |||
| Thrive Wealth Management, LLC | 999.705 $ | +204.347 $ | +25,7 % | 795.358 $ | +579.347 $ | +268,2 % | 216.011 $ | -160.713 $ | -42,7 % | 376.724 $ | -945 $ | -0,3 % |
| Walker Asset Management, LLC | 998.157 $ | +20.331 $ | +2,1 % | 977.826 $ | +124.443 $ | +14,6 % | 853.383 $ | -40.854 $ | -4,6 % | 894.237 $ | +45.641 $ | +5,4 % |
| Mason & Associates, LLC | 995.990 $ | +510.570 $ | +105,2 % | 485.420 $ | +52.899 $ | +12,2 % | 432.521 $ | -44.702 $ | -9,4 % | 477.223 $ | +18.386 $ | +4,0 % |
| Neumann Capital Management, LLC | 916.227 $ | -62.292 $ | -6,4 % | 978.519 $ | -16.850 $ | -1,7 % | 995.369 $ | -19.250 $ | -1,9 % | |||
| WATERS PARKERSON & CO., LLC | 993.213 $ | +324.184 $ | +48,5 % | 669.029 $ | +161.950 $ | +31,9 % | 507.079 $ | |||||
| SIMA Wealth Partners, LLC | 960.458 $ | -18.787 $ | -1,9 % | 979.245 $ | +66.559 $ | +7,3 % | 912.686 $ | -78.706 $ | -7,9 % | 991.392 $ | +6.440 $ | +0,7 % |
| DWR WEALTH MANAGEMENT, LLC | 930.633 $ | -60.051 $ | -6,1 % | 990.684 $ | +178.245 $ | +21,9 % | 812.439 $ | -24.654 $ | -2,9 % | 837.093 $ | ||
| Arcus Capital Partners, LLC | 987.395 $ | -3.204 $ | -0,3 % | 990.599 $ | -248.959 $ | -20,1 % | ||||||
| Redwood Investment Management, LLC | 776.000 $ | -191.000 $ | -19,8 % | 967.000 $ | -23.000 $ | -2,3 % | 990.000 $ | +82.000 $ | +9,0 % | |||
| Hilton Head Capital Partners, LLC | 989.187 $ | +88.515 $ | +9,8 % | 900.672 $ | -24.779 $ | -2,7 % | 925.451 $ | |||||
| BRIDGES INVESTMENT MANAGEMENT INC | 870.112 $ | +99.932 $ | +13,0 % | 770.180 $ | -218.778 $ | -22,1 % | 988.958 $ | -467.976 $ | -32,1 % | |||
| IRON Financial LLC | 984.851 $ | +79.522 $ | +8,8 % | 905.329 $ | +4.537 $ | +0,5 % | 900.792 $ | +291.083 $ | +47,7 % | |||
| GRANITE ISLANDS PRIVATE WEALTH, LLC | 925.735 $ | -58.826 $ | -6,0 % | 984.561 $ | +238.782 $ | +32,0 % | 745.779 $ | +134.069 $ | +21,9 % | 611.710 $ | ||
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 980.586 $ | +139.020 $ | +16,5 % | 841.566 $ | -92.526 $ | -9,9 % | 934.092 $ | +9.590 $ | +1,0 % | |||
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 980.000 $ | +0 $ | +0,0 % | 980.000 $ | +490.000 $ | +100,0 % | 490.000 $ | -169.000 $ | -25,6 % | |||
| Meridian Wealth Partners, LLC | 938.979 $ | -35.600 $ | -3,7 % | 974.579 $ | -2.932 $ | -0,3 % | 977.511 $ | -380.574 $ | -28,0 % | |||
| RCW Management, LLC | 959.076 $ | -14.943 $ | -1,5 % | 974.019 $ | +32.631 $ | +3,5 % | 941.388 $ | |||||
| Mach-1 Financial Group, LLC | 771.784 $ | +87.672 $ | +12,8 % | 684.112 $ | -288.416 $ | -29,7 % | 972.528 $ | -18.390.355 $ | -95,0 % | |||
| Laurel Wealth Planning LLC | 970.951 $ | +161.686 $ | +20,0 % | 809.265 $ | -73.247 $ | -8,3 % | 882.512 $ | -31.954 $ | -3,5 % | |||
| HRC WEALTH MANAGEMENT, LLC | 969.993 $ | +31.958 $ | +3,4 % | 938.035 $ | +128.381 $ | +15,9 % | 809.654 $ | -44.969 $ | -5,3 % | 854.623 $ | +28.010 $ | +3,4 % |
| WMS Group LLC | 960.610 $ | -4.060 $ | -0,4 % | 964.670 $ | -4.550 $ | -0,5 % | 969.220 $ | |||||
| ALEXANDER LABRUNERIE & CO., INC. | 969.067 $ | +302.525 $ | +45,4 % | 666.542 $ | -3.752 $ | -0,6 % | 670.294 $ | -381 $ | -0,1 % | |||
| Glen Eagle Advisors, LLC | 963.824 $ | +351.497 $ | +57,4 % | 612.327 $ | +21.829 $ | +3,7 % | 590.498 $ | +51.542 $ | +9,6 % | |||
| Nilsine Partners, LLC | 730.644 $ | -231.340 $ | -24,0 % | 961.984 $ | +108.284 $ | +12,7 % | 853.700 $ | -201.604 $ | -19,1 % | |||
| Innovative Wealth Building LLC | 961.572 $ | +445.921 $ | +86,5 % | 515.651 $ | +193.382 $ | +60,0 % | 322.269 $ | +73.146 $ | +29,4 % | 249.123 $ | -80.844 $ | -24,5 % |
| RMR Wealth Builders | 748.937 $ | +114.240 $ | +18,0 % | 634.697 $ | +121.492 $ | +23,7 % | 513.205 $ | -448.179 $ | -46,6 % | 961.384 $ | -220.145 $ | -18,6 % |
| Merited Wealth, LLC | 237.730 $ | -71.248 $ | -23,1 % | 308.978 $ | -651.861 $ | -67,8 % | 960.839 $ | |||||
| Rather & Kittrell, Inc. | 958.611 $ | +167.769 $ | +21,2 % | 790.842 $ | +5.132 $ | +0,7 % | 785.710 $ | +13.421 $ | +1,7 % | |||
| Evelyn Partners Group Ltd | 955.018 $ | |||||||||||
| STAR Financial Bank | 952.858 $ | +379.658 $ | +66,2 % | 573.200 $ | +7.827 $ | +1,4 % | 565.373 $ | +7.181 $ | +1,3 % | |||
| Spectrum Planning & Advisory Services Inc. | 210.156 $ | -742.165 $ | -77,9 % | 952.321 $ | +36.339 $ | +4,0 % | ||||||
| L. Roy Papp & Associates, LLP | 846.660 $ | -20.695 $ | -2,4 % | 867.355 $ | -2.634 $ | -0,3 % | 869.989 $ | -78.798 $ | -8,3 % | 948.787 $ | -23.722 $ | -2,4 % |
| Jacksonville Wealth Management, LLC | 947.952 $ | +103.543 $ | +12,3 % | 844.409 $ | -54.258 $ | -6,0 % | 898.667 $ | +18.291 $ | +2,1 % | |||
| Disciplined Investors, L.L.C. | 947.026 $ | +74.705 $ | +8,6 % | 872.321 $ | -32.705 $ | -3,6 % | 905.026 $ | +30.255 $ | +3,5 % | |||
| Nalls Sherbakoff Group, LLC | 945.623 $ | +642.118 $ | +211,6 % | 303.505 $ | +8.579 $ | +2,9 % | 294.926 $ | +1.037 $ | +0,4 % | |||
| Schiavi & Co LLC | 704.265 $ | -205.206 $ | -22,6 % | 909.471 $ | -33.856 $ | -3,6 % | 943.327 $ | +651.277 $ | +223,0 % | |||
| Caldwell Trust Co | 878.053 $ | -59.283 $ | -6,3 % | 937.336 $ | -2.446 $ | -0,3 % | 939.782 $ | +691.608 $ | +278,7 % | |||
| CLIENT 1ST ADVISORY GROUP, LLC | 930.436 $ | +21.959 $ | +2,4 % | 908.477 $ | +100.369 $ | +12,4 % | 808.108 $ | -62.861 $ | -7,2 % | 870.969 $ | +19.750 $ | +2,3 % |
| HBW ADVISORY SERVICES LLC | 929.103 $ | +20.794 $ | +2,3 % | 908.309 $ | +174.534 $ | +23,8 % | 733.775 $ | -45.984 $ | -5,9 % | 779.759 $ | -124.320 $ | -13,8 % |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 918.724 $ | -2.790 $ | -0,3 % | 921.514 $ | -5.347 $ | -0,6 % | 926.861 $ | +111.575 $ | +13,7 % | |||
| SEIZERT CAPITAL PARTNERS, LLC | 921.637 $ | +1.139 $ | +0,1 % | 920.498 $ | -871 $ | -0,1 % | 921.369 $ | +4.708 $ | +0,5 % | |||
| Greystone Financial Group, LLC | 912.899 $ | +147.790 $ | +19,3 % | |||||||||
| Empirical Asset Management, LLC | 912.856 $ | +245.948 $ | +36,9 % | 666.908 $ | -138 $ | -0,0 % | 667.046 $ | -207.662 $ | -23,7 % | |||
| KRM WEALTH MANAGEMENT L.L.C. | 883.568 $ | -17.262 $ | -1,9 % | 900.830 $ | -10.945 $ | -1,2 % | 911.775 $ | |||||
| Shum Financial Group, Inc. | 888.723 $ | -22.065 $ | -2,4 % | 910.788 $ | +41.614 $ | +4,8 % | 869.174 $ | -25.399 $ | -2,8 % | 894.573 $ | +24.947 $ | +2,9 % |
| TSA Wealth Managment LLC | 853.297 $ | +408.126 $ | +91,7 % | 445.171 $ | -462.681 $ | -51,0 % | 907.852 $ | |||||
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 905.061 $ | +73.060 $ | +8,8 % | 832.001 $ | +22.533 $ | +2,8 % | 809.468 $ | -1.005 $ | -0,1 % | |||
| Medallion Wealth Advisors, LLC | 709.793 $ | -193.354 $ | -21,4 % | 903.147 $ | +85.640 $ | +10,5 % | 817.507 $ | +110.315 $ | +15,6 % | |||
| TOWER TRUST & INVESTMENT Co | 902.784 $ | +102.925 $ | +12,9 % | 799.859 $ | +43.516 $ | +5,8 % | 756.343 $ | +104.410 $ | +16,0 % | |||
| Claris Financial LLC | 901.261 $ | +193.528 $ | +27,3 % | 707.733 $ | -35.042 $ | -4,7 % | ||||||
| Paladin Partners, LLC | 900.401 $ | +547.773 $ | +155,3 % | 352.628 $ | +137.886 $ | +64,2 % | 214.742 $ | -1.247 $ | -0,6 % | 215.989 $ | ||
| Equity Wealth Partners, LLC | 843.324 $ | -36.438 $ | -4,1 % | 879.762 $ | -19.900 $ | -2,2 % | 899.662 $ | -78.258 $ | -8,0 % | |||
| Nicht ausgewiesen | 898.875 $ | |||||||||||
| NEVILLE RODIE & SHAW INC | 871.000 $ | -26.000 $ | -2,9 % | 897.000 $ | +135.000 $ | +17,7 % | 762.000 $ | -68.000 $ | -8,2 % | 830.000 $ | -64.000 $ | -7,2 % |
| Prospect Financial Group LLC | 896.360 $ | +82.416 $ | +10,1 % | 813.944 $ | -51.038 $ | -5,9 % | 864.982 $ | +1.194 $ | +0,1 % | |||
| Portland Financial Advisors Inc | 896.082 $ | +323.321 $ | +56,4 % | 572.761 $ | ||||||||
| GRIMES & Co WEALTH MANAGEMENT, LLC | 895.576 $ | +303.985 $ | +51,4 % | 591.591 $ | -30.611 $ | -4,9 % | 622.202 $ | +7.170 $ | +1,2 % | |||
| Centennial Advisors, LLC | 780.355 $ | -105.240 $ | -11,9 % | 885.595 $ | +581.652 $ | +191,4 % | 303.943 $ | -590.614 $ | -66,0 % | 894.557 $ | ||
| ANB BANK | 806.876 $ | -86.558 $ | -9,7 % | 893.434 $ | +64.270 $ | +7,8 % | 829.164 $ | +132.722 $ | +19,1 % | 696.442 $ | -1.747 $ | -0,3 % |
| SFMG, LLC | 560.691 $ | -302.278 $ | -35,0 % | 862.969 $ | -22.884 $ | -2,6 % | 885.853 $ | +216.186 $ | +32,3 % | |||
| INTEGRAL INVESTMENT ADVISORS, INC. | 874.024 $ | -1.057 $ | -0,1 % | 875.081 $ | -10.575 $ | -1,2 % | 885.656 $ | -3.807 $ | -0,4 % | |||
| Meriwether Wealth & Planning, LLC | 885.473 $ | +1.360 $ | +0,2 % | 884.113 $ | +30.276 $ | +3,5 % | 853.837 $ | +119.789 $ | +16,3 % | 734.048 $ | +12.908 $ | +1,8 % |
| Sandy Cove Advisors, LLC | 786.961 $ | -95.995 $ | -10,9 % | 882.956 $ | +144.053 $ | +19,5 % | 738.903 $ | +183.539 $ | +33,0 % | |||
| Archer Investment Management, LLC | 882.412 $ | +316.177 $ | +55,8 % | 566.235 $ | +112.930 $ | +24,9 % | 453.305 $ | |||||
| Timonier Family Office, LTD. | 882.023 $ | +239.740 $ | +37,3 % | 642.283 $ | -280.476 $ | -30,4 % | ||||||
| CNB Bank | 879.589 $ | +115.539 $ | +15,1 % | 764.050 $ | -34.170 $ | -4,3 % | 798.220 $ | +14.844 $ | +1,9 % | |||
| Roberts Wealth Advisors, LLC | 877.441 $ | +29.061 $ | +3,4 % | 848.380 $ | +70.794 $ | +9,1 % | 777.586 $ | -52.582 $ | -6,3 % | 830.168 $ | -243.972 $ | -22,7 % |
| MILESTONE ASSET MANAGEMENT, LLC | 838.358 $ | -38.847 $ | -4,4 % | 877.205 $ | -876.940 $ | -50,0 % | ||||||
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 876.962 $ | +148.598 $ | +20,4 % | 728.364 $ | +4.226 $ | +0,6 % | 724.138 $ | -35.337 $ | -4,7 % | |||
| RIVERCHASE WEALTH MANAGEMENT, LLC | 874.248 $ | +119.110 $ | +15,8 % | 755.138 $ | -47.350 $ | -5,9 % | 802.488 $ | +22.620 $ | +2,9 % | |||
| GREAT LAKES ADVISORS, LLC | 831.357 $ | +281.225 $ | +51,1 % | 550.132 $ | -323.751 $ | -37,0 % | 873.883 $ | -48.744 $ | -5,3 % | |||
| THOMPSON DAVIS & CO., INC. | 690.764 $ | +186.657 $ | +37,0 % | 504.107 $ | -366.925 $ | -42,1 % | 871.032 $ | +627.644 $ | +257,9 % | |||
| Performance Wealth Partners, LLC | 586.692 $ | +60.422 $ | +11,5 % | 526.270 $ | -344.135 $ | -39,5 % | 870.405 $ | -236.318 $ | -21,4 % | |||
| NORTHBRIDGE FINANCIAL GROUP, LLC | 752.284 $ | -116.352 $ | -13,4 % | 868.636 $ | +653.115 $ | +303,0 % | 215.521 $ | |||||
| Phillip James Consulting Co. | 866.339 $ | +865.339 $ | +86.533,9 % | 1.000 $ | ||||||||
| Gridiron Partners, LLC | 846.737 $ | -16.332 $ | -1,9 % | 863.069 $ | -2.554 $ | -0,3 % | 865.623 $ | +78.608 $ | +10,0 % | 787.015 $ | -1.974 $ | -0,3 % |
| CX Institutional | 560.000 $ | -305.000 $ | -35,3 % | 865.000 $ | +347.000 $ | +67,0 % | 518.000 $ | -13.000 $ | -2,4 % | 531.000 $ | +3.000 $ | +0,6 % |
| Future Financial Wealth Managment LLC | 665.995 $ | -8.707 $ | -1,3 % | 674.702 $ | -187.822 $ | -21,8 % | 862.524 $ | -2.467 $ | -0,3 % | 864.991 $ | -34.941 $ | -3,9 % |
| Kachkovsky & Fisher, Inc. | 860.416 $ | +4.089 $ | +0,5 % | 856.327 $ | ||||||||
| Privatperson | 823.956 $ | -27.796 $ | -3,3 % | 851.752 $ | -3.277 $ | -0,4 % | 855.029 $ | |||||
| Stablepoint Partners, LLC | 853.013 $ | +71.403 $ | +9,1 % | 781.610 $ | +152.815 $ | +24,3 % | 628.795 $ | +17.673 $ | +2,9 % | |||
| ATTICUS WEALTH MANAGEMENT, LLC | 382.998 $ | -469.021 $ | -55,0 % | 852.019 $ | +130.007 $ | +18,0 % | 722.012 $ | -26.318 $ | -3,5 % | 748.330 $ | -80.752 $ | -9,7 % |
| Financial Council, LLC | 851.098 $ | +140.530 $ | +19,8 % | 710.568 $ | +23.948 $ | +3,5 % | 686.620 $ | +3.032 $ | +0,4 % | |||
| Emerald Investment Advisers, LLC | 845.632 $ | +142.158 $ | +20,2 % | 703.474 $ | ||||||||
| Tidemark, LLC | 845.472 $ | +186.444 $ | +28,3 % | 659.028 $ | +582.807 $ | +764,6 % | 76.221 $ | -31.611 $ | -29,3 % | |||
| Impact Capital Partners LLC | 756.363 $ | +392.871 $ | +108,1 % | 363.492 $ | +51.534 $ | +16,5 % | 311.958 $ | -532.748 $ | -63,1 % | 844.706 $ | ||
| Secure Asset Management, LLC | 367.017 $ | -20.751 $ | -5,4 % | 387.768 $ | +20.919 $ | +5,7 % | 366.849 $ | -477.241 $ | -56,5 % | 844.090 $ | -1.650.873 $ | -66,2 % |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 759.322 $ | -57.653 $ | -7,1 % | 816.975 $ | +7.839 $ | +1,0 % | 809.136 $ | -33.219 $ | -3,9 % | 842.355 $ | -13.961 $ | -1,6 % |
| RIK SAYLOR FINANCIAL, INC. | 819.816 $ | -17.050 $ | -2,0 % | 836.866 $ | -5.379 $ | -0,6 % | 842.245 $ | -106.214 $ | -11,2 % | |||
| Ring Mountain Capital, LLC | 842.123 $ | +284.927 $ | +51,1 % | 557.196 $ | +99.196 $ | +21,7 % | 458.000 $ | -44.000 $ | -8,8 % | 502.000 $ | +13.000 $ | +2,7 % |
| Boston Trust Walden Corp | 771.323 $ | +146.881 $ | +23,5 % | 624.442 $ | -215.797 $ | -25,7 % | 840.239 $ | -97.148 $ | -10,4 % | |||
| 1015 Capital Partners, LLC | 838.438 $ | +306.373 $ | +57,6 % | 532.065 $ | +134.800 $ | +33,9 % | 397.265 $ | |||||
| Disciplina Capital Management LLC | 836.457 $ | +84.520 $ | +11,2 % | 751.937 $ | -9.780 $ | -1,3 % | 761.717 $ | +670.148 $ | +731,9 % | |||
| NovaPoint Capital, LLC | 835.834 $ | +455.010 $ | +119,5 % | |||||||||
| Capital Planning Advisors, LLC | 756.054 $ | -79.477 $ | -9,5 % | 835.531 $ | +14.114 $ | +1,7 % | ||||||
| Merkkuri Wealth Advisors LLC | 835.035 $ | +46.475 $ | +5,9 % | 788.560 $ | +19.073 $ | +2,5 % | 769.487 $ | +8.736 $ | +1,1 % | |||
| Opulen Financial Group LLC | 797.213 $ | -36.511 $ | -4,4 % | 833.724 $ | +308.120 $ | +58,6 % | 525.604 $ | -194.217 $ | -27,0 % | 719.821 $ | +20.521 $ | +2,9 % |
| Forum Financial Management, LP | 832.880 $ | +12.254 $ | +1,5 % | 820.626 $ | +110.402 $ | +15,5 % | 710.224 $ | -29.292 $ | -4,0 % | 739.516 $ | +16.920 $ | +2,3 % |
| Everstar Asset Management, LLC | 787.094 $ | -6.556 $ | -0,8 % | 793.650 $ | -39.089 $ | -4,7 % | 832.739 $ | -17.468 $ | -2,1 % | |||
| Orin Green Financial, LLC | 797.238 $ | -17.611 $ | -2,2 % | 814.849 $ | -10.133 $ | -1,2 % | 824.982 $ | -4.315 $ | -0,5 % | 829.297 $ | -280.769 $ | -25,3 % |
| Argyle Capital Partners, LLC | 828.851 $ | +151.248 $ | +22,3 % | 677.603 $ | +87.871 $ | +14,9 % | 589.732 $ | +117.809 $ | +25,0 % | |||
| INVESTMENT COUNSEL CO OF NEVADA | 827.670 $ | +772.738 $ | +1.406,7 % | 54.932 $ | -5.960 $ | -9,8 % | 60.892 $ | +693 $ | +1,2 % | |||
| Bangor Savings Bank | 732.916 $ | -68.562 $ | -8,6 % | 801.478 $ | -10.282 $ | -1,3 % | 811.760 $ | -15.563 $ | -1,9 % | 827.323 $ | -14.100 $ | -1,7 % |
| Pearl Planning LLC | 827.194 $ | |||||||||||
| KDT Advisors, LLC | 819.456 $ | -4.787 $ | -0,6 % | 824.243 $ | -2.675 $ | -0,3 % | 826.918 $ | -1.690 $ | -0,2 % | |||
| Delta Investment Management, LLC | 434.886 $ | -391.300 $ | -47,4 % | 826.186 $ | +33.474 $ | +4,2 % | 792.712 $ | -165.048 $ | -17,2 % | |||
| TrustWell Financial Advisors, LLC | 802.522 $ | -21.697 $ | -2,6 % | 824.219 $ | -1.679 $ | -0,2 % | 825.898 $ | +21.548 $ | +2,7 % | 804.350 $ | ||
| RBO & CO LLC | 824.887 $ | |||||||||||
| Running Point Capital Advisors, LLC | 823.947 $ | +5.781 $ | +0,7 % | |||||||||
| Affinity Capital Advisors, LLC | 789.038 $ | -27.406 $ | -3,4 % | 816.444 $ | +47.231 $ | +6,1 % | 769.213 $ | -52.220 $ | -6,4 % | 821.433 $ | -78.815 $ | -8,8 % |
| LIBERTY WEALTH MANAGEMENT LLC | 721.429 $ | +0 $ | +0,0 % | 721.429 $ | -98.306 $ | -12,0 % | 819.735 $ | -437.156 $ | -34,8 % | |||
| RMG Wealth Management LLC | 817.115 $ | +33.438 $ | +4,3 % | 783.677 $ | +761.235 $ | +3.392,0 % | 22.442 $ | |||||
| Canvas Wealth Advisors, LLC | 704.091 $ | +83.251 $ | +13,4 % | 620.840 $ | -191.463 $ | -23,6 % | 812.303 $ | +14.688 $ | +1,8 % | |||
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 593.863 $ | -217.689 $ | -26,8 % | 811.552 $ | +210.963 $ | +35,1 % | 600.589 $ | -310.182 $ | -34,1 % | |||
| Cornerstone Planning Group LLC | 391.351 $ | -367.873 $ | -48,5 % | 759.224 $ | -8.799 $ | -1,1 % | 768.023 $ | -43.047 $ | -5,3 % | 811.070 $ | -3.110.313 $ | -79,3 % |
| Genesis Financial Group, LLC | 484.930 $ | -325.974 $ | -40,2 % | 810.904 $ | +217.495 $ | +36,7 % | 593.409 $ | |||||
| Lombard Odier Asset Management (Switzerland) SA | 810.236 $ | |||||||||||
| HOLLENCREST CAPITAL MANAGEMENT | 809.880 $ | +77.715 $ | +10,6 % | 732.165 $ | -18.896 $ | -2,5 % | 751.061 $ | +7.588 $ | +1,0 % | |||
| Wells Financial Advisors INC | 437.489 $ | -197.688 $ | -31,1 % | 635.177 $ | -174.170 $ | -21,5 % | 809.347 $ | -1.035.262 $ | -56,1 % | |||
| Family Office Research LLC | 806.862 $ | +26.595 $ | +3,4 % | 780.267 $ | +106.272 $ | +15,8 % | 673.995 $ | -45.727 $ | -6,4 % | 719.722 $ | +29.014 $ | +4,2 % |
| Blue Water Asset Management | 806.020 $ | +58.313 $ | +7,8 % | 747.707 $ | -4.031 $ | -0,5 % | 751.738 $ | |||||
| Pacifica Partners Inc. | 210.043 $ | -499.311 $ | -70,4 % | 709.354 $ | -63.564 $ | -8,2 % | 772.918 $ | -32.871 $ | -4,1 % | 805.789 $ | -8.467 $ | -1,0 % |
| Vigil Wealth Management, LLC | 804.380 $ | +62.490 $ | +8,4 % | 741.890 $ | -23.309 $ | -3,0 % | 765.199 $ | |||||
| Arta Finance Wealth Management LLC | 803.671 $ | +85.419 $ | +11,9 % | 718.252 $ | -12.048 $ | -1,6 % | 730.300 $ | |||||
| Woodside Wealth Management LLC | 536.038 $ | -8.400 $ | -1,5 % | 544.438 $ | -1.653 $ | -0,3 % | 546.091 $ | -252.661 $ | -31,6 % | 798.752 $ | -2.979 $ | -0,4 % |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | 798.552 $ | |||||||||||
| Clearwave Capital, LLC | 708.598 $ | -89.907 $ | -11,3 % | 798.505 $ | +198.980 $ | +33,2 % | 599.525 $ | |||||
| Immaculate Wealth Management LLC | 798.365 $ | +25.541 $ | +3,3 % | 772.824 $ | ||||||||
| Lazard Freres Gestion S.A.S. | 798.000 $ | +111.000 $ | +16,2 % | 687.000 $ | +193.000 $ | +39,1 % | 494.000 $ | +65.000 $ | +15,2 % | |||
| BRAVE ASSET MANAGEMENT INC | 797.707 $ | +354.893 $ | +80,1 % | 442.814 $ | +9.251 $ | +2,1 % | 433.563 $ | -8.948 $ | -2,0 % | |||
| Astoria Portfolio Advisors LLC. | 758.815 $ | -38.753 $ | -4,9 % | 797.568 $ | ||||||||
| UNION SAVINGS BANK | 797.212 $ | +66.289 $ | +9,1 % | 730.923 $ | +103.477 $ | +16,5 % | 627.446 $ | -41.495 $ | -6,2 % | 668.941 $ | ||
| EXCALIBUR MANAGEMENT CORP | 797.196 $ | |||||||||||
| AVAII WEALTH MANAGEMENT, LLC | 742.944 $ | -24.393 $ | -3,2 % | 767.337 $ | +4.757 $ | +0,6 % | 762.580 $ | -34.531 $ | -4,3 % | 797.111 $ | -151.436 $ | -16,0 % |
| CHANNEL WEALTH LLC | 797.075 $ | +46.786 $ | +6,2 % | 750.289 $ | +497.762 $ | +197,1 % | 252.527 $ | +4.750 $ | +1,9 % | |||
| Lantern Wealth Advisors, LLC | 796.292 $ | +460.777 $ | +137,3 % | 335.515 $ | +131.844 $ | +64,7 % | 203.671 $ | |||||
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 444.120 $ | +14.392 $ | +3,3 % | 429.728 $ | -4.242 $ | -1,0 % | 433.970 $ | -361.187 $ | -45,4 % | 795.157 $ | -12.453 $ | -1,5 % |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 794.136 $ | |||||||||||
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 793.661 $ | |||||||||||
| AEGON USA Investment Management, LLC | 785.700 $ | -4.590 $ | -0,6 % | 790.290 $ | -2.565 $ | -0,3 % | 792.855 $ | -1.620 $ | -0,2 % | |||
| PALISADE CAPITAL MANAGEMENT, LP | 792.700 $ | -6.600 $ | -0,8 % | |||||||||
| RCS Financial Planning, LLC | 529.488 $ | -260.786 $ | -33,0 % | 790.274 $ | +19.168 $ | +2,5 % | 771.106 $ | +354.321 $ | +85,0 % | 416.785 $ | +69.488 $ | +20,0 % |
| FLP Wealth Management, LLC | 608.720 $ | +313.179 $ | +106,0 % | 295.541 $ | -492.601 $ | -62,5 % | 788.142 $ | +115.436 $ | +17,2 % | |||
| Sterling Investment Counsel, LLC | 787.930 $ | +26.363 $ | +3,5 % | 761.567 $ | +135.239 $ | +21,6 % | 626.328 $ | -56.689 $ | -8,3 % | 683.017 $ | +14.026 $ | +2,1 % |
| Legacy Capital Wealth Partners, LLC | 779.079 $ | -8.098 $ | -1,0 % | 787.177 $ | -3.007 $ | -0,4 % | ||||||
| SOA Wealth Advisors, LLC. | 733.874 $ | +50.569 $ | +7,4 % | 683.305 $ | -103.185 $ | -13,1 % | 786.490 $ | +10.282 $ | +1,3 % | |||
| CURA WEALTH ADVISORS, LLC | 782.343 $ | +118.161 $ | +17,8 % | 664.182 $ | -53.429 $ | -7,4 % | 717.611 $ | +74.864 $ | +11,6 % | |||
| Three Bridge Wealth Advisors, LLC | 780.381 $ | +32.900 $ | +4,4 % | 747.481 $ | -5.965 $ | -0,8 % | 753.446 $ | -73.059 $ | -8,8 % | |||
| FIRST UNITED BANK & TRUST | 777.540 $ | +70.552 $ | +10,0 % | 706.988 $ | +53.180 $ | +8,1 % | 653.808 $ | +91.342 $ | +16,2 % | 562.466 $ | +49.816 $ | +9,7 % |
| Williams Jones Wealth Management, LLC. | 777.466 $ | +276.225 $ | +55,1 % | 501.241 $ | +124.756 $ | +33,1 % | 376.485 $ | +72.911 $ | +24,0 % | |||
| Elm3 Financial Group, LLC | 681.628 $ | -95.694 $ | -12,3 % | 777.322 $ | +35.691 $ | +4,8 % | 741.631 $ | -12.125 $ | -1,6 % | 753.756 $ | +234.324 $ | +45,1 % |
| ACCREDITED INVESTOR SERVICES, LLC | 711.265 $ | -58.174 $ | -7,6 % | 769.439 $ | +134.662 $ | +21,2 % | 634.777 $ | +4.119 $ | +0,7 % | 630.658 $ | +10.773 $ | +1,7 % |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 766.383 $ | +136.094 $ | +21,6 % | 630.289 $ | ||||||||
| Paladin Advisory Group, LLC | 765.007 $ | +102.326 $ | +15,4 % | 662.681 $ | +2.270 $ | +0,3 % | 660.411 $ | +341.885 $ | +107,3 % | |||
| HOLDERNESS INVESTMENTS CO | 764.289 $ | +135.635 $ | +21,6 % | 628.654 $ | -53.092 $ | -7,8 % | 681.746 $ | +72.138 $ | +11,8 % | |||
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 762.319 $ | +120.676 $ | +18,8 % | 641.643 $ | +20.355 $ | +3,3 % | 621.288 $ | |||||
| Fairlight Advisors | 762.201 $ | |||||||||||
| Shade Tree Advisors LLC | 761.198 $ | |||||||||||
| Physician Wealth Solutions Inc. | 759.562 $ | +201.191 $ | +36,0 % | 558.371 $ | -10.287 $ | -1,8 % | 568.658 $ | +96.586 $ | +20,5 % | 472.072 $ | -964 $ | -0,2 % |
| CASTLE WEALTH MANAGEMENT LLC | 757.917 $ | +60.047 $ | +8,6 % | 697.870 $ | -1.290 $ | -0,2 % | 699.160 $ | -84.618 $ | -10,8 % | |||
| Green Ridge Wealth Planning LLC | 756.908 $ | +61.478 $ | +8,8 % | 695.430 $ | +93.727 $ | +15,6 % | 601.703 $ | -143.995 $ | -19,3 % | 745.698 $ | ||
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | 756.878 $ | |||||||||||
| Heritage Wealth Advisors | 561.314 $ | -195.357 $ | -25,8 % | 756.671 $ | +139.134 $ | +22,5 % | 617.537 $ | +604 $ | +0,1 % | |||
| WEST BANCORPORATION INC | 756.275 $ | +53.199 $ | +7,6 % | 703.076 $ | -3.657 $ | -0,5 % | 706.733 $ | +18.561 $ | +2,7 % | |||
| Financial Insights, Inc. | 755.976 $ | +263.131 $ | +53,4 % | 492.845 $ | +84.772 $ | +20,8 % | 408.073 $ | |||||
| STAGE HARBOR FINANCIAL, LLC | 755.937 $ | +64.382 $ | +9,3 % | 691.555 $ | -16.323 $ | -2,3 % | 707.878 $ | +15.121 $ | +2,2 % | |||
| Orion Capital Management LLC | 752.251 $ | +160.023 $ | +27,0 % | 592.228 $ | +166.502 $ | +39,1 % | 425.726 $ | +27.689 $ | +7,0 % | |||
| Caerus Investment Advisors, LLC | 751.413 $ | +131.568 $ | +21,2 % | 619.845 $ | +38.549 $ | +6,6 % | 581.296 $ | |||||
| INTERACTIVE FINANCIAL ADVISORS, INC. | 751.384 $ | +36.492 $ | +5,1 % | 714.892 $ | +15.353 $ | +2,2 % | 699.539 $ | -15.269 $ | -2,1 % | |||
| Wayfinding Financial, LLC | 750.000 $ | +44.000 $ | +6,2 % | 706.000 $ | +38.000 $ | +5,7 % | 668.000 $ | |||||
| Wallace Advisory Group, LLC | 748.148 $ | +436.346 $ | +139,9 % | 311.802 $ | -24.789 $ | -7,4 % | 336.591 $ | -67.976 $ | -16,8 % | |||
| LeClair Wealth Partners LLC | 747.707 $ | |||||||||||
| Burk Holdings LLC | 184.189 $ | -561.580 $ | -75,3 % | 745.769 $ | +258.121 $ | +52,9 % | 487.648 $ | +8.330 $ | +1,7 % | |||
| PINNEY & SCOFIELD, INC. | 745.674 $ | +166.922 $ | +28,8 % | 578.752 $ | +286.340 $ | +97,9 % | 292.412 $ | +83.466 $ | +39,9 % | |||
| Sunbeam Capital Management, LLC | 743.160 $ | |||||||||||
| Stash Investments, LLC | 741.288 $ | |||||||||||
| Clean Yield Group | 590.594 $ | +39.827 $ | +7,2 % | 550.767 $ | -189.993 $ | -25,6 % | 740.760 $ | +440.145 $ | +146,4 % | |||
| Paragon Advisors, LLC | 272.555 $ | -344.470 $ | -55,8 % | 617.025 $ | -121.684 $ | -16,5 % | 738.709 $ | -54.900 $ | -6,9 % | |||
| Sonoma Private Wealth LLC | 738.527 $ | +91.164 $ | +14,1 % | 647.363 $ | -60.183 $ | -8,5 % | 707.546 $ | +19.944 $ | +2,9 % | |||
| Icon Wealth Advisors, LLC | 733.871 $ | +300.012 $ | +69,1 % | 433.859 $ | -372.302 $ | -46,2 % | ||||||
| Vantage Point Financial LLC | 248.936 $ | -484.510 $ | -66,1 % | 733.446 $ | +330.634 $ | +82,1 % | ||||||
| Mission Creek Capital Partners, Inc. | 508.188 $ | -37.293 $ | -6,8 % | 545.481 $ | -187.753 $ | -25,6 % | 733.234 $ | -80.923 $ | -9,9 % | |||
| Bay Capital Advisors, LLC | 629.152 $ | -28.778 $ | -4,4 % | 657.930 $ | +70.846 $ | +12,1 % | 587.084 $ | -140.299 $ | -19,3 % | 727.383 $ | +21.242 $ | +3,0 % |
| Palouse Capital Management, Inc. | 667.833 $ | -59.189 $ | -8,1 % | 727.022 $ | +102.147 $ | +16,3 % | 624.875 $ | -90.403 $ | -12,6 % | |||
| National Wealth Management Group, LLC | 461.917 $ | -263.138 $ | -36,3 % | 725.055 $ | +352.085 $ | +94,4 % | ||||||
| Pillar Financial Advisors, LLC | 605.344 $ | -45.145 $ | -6,9 % | 650.489 $ | -14.534 $ | -2,2 % | 665.023 $ | -53.423 $ | -7,4 % | 718.446 $ | -207.607 $ | -22,4 % |
| Vantage Financial Partners, LLC | 715.528 $ | -18.308 $ | -2,5 % | |||||||||
| True Wealth Design, LLC | 14.803 $ | -12.843 $ | -46,5 % | 27.646 $ | -20.353 $ | -42,4 % | 47.999 $ | -665.364 $ | -93,3 % | 713.363 $ | ||
| Garner Asset Management Corp | 600.628 $ | -17.678 $ | -2,9 % | 618.306 $ | -93.943 $ | -13,2 % | 712.249 $ | |||||
| DUTCH ASSET Corp | 223.358 $ | -379.897 $ | -63,0 % | 603.255 $ | +227.617 $ | +60,6 % | 375.638 $ | -334.362 $ | -47,1 % | 710.000 $ | ||
| Lake Hills Wealth Management, LLC | 581.586 $ | -6.467 $ | -1,1 % | 588.053 $ | -18.129 $ | -3,0 % | 606.182 $ | -102.924 $ | -14,5 % | 709.106 $ | +275.264 $ | +63,4 % |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 665.766 $ | -43.328 $ | -6,1 % | 709.094 $ | +520 $ | +0,1 % | ||||||
| MB, LEVIS & ASSOCIATES, LLC | 678.265 $ | -30.804 $ | -4,3 % | 709.069 $ | +396.945 $ | +127,2 % | 312.124 $ | -2.319 $ | -0,7 % | 314.443 $ | +299.306 $ | +1.977,3 % |
| Graney & King, LLC | 707.042 $ | +1.614 $ | +0,2 % | 705.428 $ | +240.546 $ | +51,7 % | 464.882 $ | -9.297 $ | -2,0 % | |||
| Rare Wolf Capital LLC | 663.536 $ | -42.870 $ | -6,1 % | 706.406 $ | +65.029 $ | +10,1 % | 641.377 $ | +1.779 $ | +0,3 % | 639.598 $ | ||
| BCU Wealth Advisors, LLC | 640.532 $ | +20.573 $ | +3,3 % | 619.959 $ | -44.733 $ | -6,7 % | 664.692 $ | -40.227 $ | -5,7 % | 704.919 $ | +22.116 $ | +3,2 % |
| CPC Advisors, LLC | 704.763 $ | |||||||||||
| Crestwood Advisors Group, LLC | 704.140 $ | +104.211 $ | +17,4 % | 599.929 $ | +257.374 $ | +75,1 % | 342.555 $ | -65 $ | -0,0 % | |||
| ACUTE INVESTMENT ADVISORY, LLC | 616.647 $ | -86.618 $ | -12,3 % | 703.265 $ | +93.230 $ | +15,3 % | 610.035 $ | |||||
| CHASE INVESTMENT COUNSEL CORP | 701.000 $ | |||||||||||
| Sunbelt Securities, Inc. | 694.974 $ | -5.183 $ | -0,7 % | 700.157 $ | -70.971 $ | -9,2 % | ||||||
| Sargent Investment Group, LLC | 699.205 $ | +86.221 $ | +14,1 % | 612.984 $ | +13.512 $ | +2,3 % | 599.472 $ | |||||
| Pathway Financial Advisors LLC | 297.837 $ | -399.039 $ | -57,3 % | 696.876 $ | +87.738 $ | +14,4 % | 609.138 $ | -39.398 $ | -6,1 % | 648.536 $ | +24.886 $ | +4,0 % |
| Privatperson | 696.000 $ | +71.000 $ | +11,4 % | 625.000 $ | -24.000 $ | -3,7 % | 649.000 $ | -1.000 $ | -0,2 % | |||
| Lineweaver Wealth Advisors, LLC | 695.315 $ | +119.017 $ | +20,7 % | |||||||||
| Ceeto Capital Group, LLC | 695.000 $ | +63.000 $ | +10,0 % | 632.000 $ | -2.000 $ | -0,3 % | 634.000 $ | +5.000 $ | +0,8 % | |||
| Old Port Advisors | 694.067 $ | +441.707 $ | +175,0 % | 252.360 $ | ||||||||
| DMC Group, LLC | 692.743 $ | +18.342 $ | +2,7 % | 674.401 $ | +6.776 $ | +1,0 % | 667.625 $ | +89.760 $ | +15,5 % | |||
| Texas Yale Capital Corp. | 682.976 $ | -6.327 $ | -0,9 % | 689.303 $ | +202.782 $ | +41,7 % | 486.521 $ | -44 $ | -0,0 % | |||
| ATWOOD & PALMER INC | 669.447 $ | -14.701 $ | -2,1 % | 684.148 $ | +160 $ | +0,0 % | 683.988 $ | -4.832 $ | -0,7 % | 688.820 $ | -1.472 $ | -0,2 % |
| Kane Co Wealth Management, Inc. | 688.179 $ | +93.759 $ | +15,8 % | 594.420 $ | -37.273 $ | -5,9 % | 631.693 $ | |||||
| Hidden Cove Wealth Management, LLC | 687.990 $ | -254.465 $ | -27,0 % | |||||||||
| Permanent Capital Management, LP | 686.613 $ | +7.366 $ | +1,1 % | |||||||||
| Invariant Investment Management | 350.826 $ | -230.788 $ | -39,7 % | 581.614 $ | -52.678 $ | -8,3 % | 634.292 $ | -50.820 $ | -7,4 % | 685.112 $ | ||
| Capital Wealth Alliance, LLC | 223.736 $ | -431.712 $ | -65,9 % | 655.448 $ | -28.007 $ | -4,1 % | 683.455 $ | +86.175 $ | +14,4 % | 597.280 $ | +57.625 $ | +10,7 % |
| Aberdeen Group plc | 672.110 $ | -813 $ | -0,1 % | 672.923 $ | -8.132 $ | -1,2 % | 681.055 $ | +67.927 $ | +11,1 % | |||
| Trexquant Investment LP | 680.715 $ | +398.044 $ | +140,8 % | 282.671 $ | -85.988 $ | -23,3 % | 368.659 $ | +4.146 $ | +1,1 % | |||
| MELFA WEALTH MANAGEMENT, INC. | 647.524 $ | -33.053 $ | -4,9 % | 680.577 $ | +138.743 $ | +25,6 % | 541.834 $ | +138.379 $ | +34,3 % | |||
| Keystone Wealth Services, LLC | 678.423 $ | +205.310 $ | +43,4 % | |||||||||
| Hutchens & Kramer Investment Management Group, LLC | 676.930 $ | +14.060 $ | +2,1 % | |||||||||
| Evelyn Partners Asset Management Ltd | 622.239 $ | -53.688 $ | -7,9 % | 675.927 $ | +277.417 $ | +69,6 % | ||||||
| Ruedi Wealth Management, Inc. | 495.724 $ | -36.001 $ | -6,8 % | 531.725 $ | -143.412 $ | -21,2 % | 675.137 $ | -34.382 $ | -4,8 % | |||
| Abel Hall, LLC | 674.608 $ | +220.622 $ | +48,6 % | 453.986 $ | +31.823 $ | +7,5 % | 422.163 $ | +203.336 $ | +92,9 % | |||
| Laraway Financial Advisors Inc | 653.819 $ | -3.349 $ | -0,5 % | 657.168 $ | -14.310 $ | -2,1 % | 671.478 $ | -34.771 $ | -4,9 % | |||
| Monetary Solutions, Ltd | 653.929 $ | -11.382 $ | -1,7 % | 665.311 $ | -943 $ | -0,1 % | 666.254 $ | -3.406 $ | -0,5 % | 669.660 $ | ||
| Sterling Capital Management LLC | 100.006 $ | -534.364 $ | -84,2 % | 634.370 $ | +79.745 $ | +14,4 % | 554.625 $ | -114.101 $ | -17,1 % | 668.726 $ | +170.507 $ | +34,2 % |
| Strategic Equity Management | 352.690 $ | +11.294 $ | +3,3 % | 341.396 $ | -327.147 $ | -48,9 % | 668.543 $ | -310.599 $ | -31,7 % | |||
| Legacy PCG, LLC | 668.141 $ | -1.454.792 $ | -68,5 % | |||||||||
| SWMG, LLC | 667.008 $ | +16.291 $ | +2,5 % | 650.717 $ | -12.259 $ | -1,8 % | 662.976 $ | -270.623 $ | -29,0 % | |||
| Retireful, LLC | 666.274 $ | |||||||||||
| WEALTH ALLIANCE, LLC | 664.319 $ | +178.176 $ | +36,7 % | 486.143 $ | +30.998 $ | +6,8 % | 455.145 $ | +5.461 $ | +1,2 % | |||
| CABANA LLC | 663.684 $ | +92.086 $ | +16,1 % | 571.598 $ | +37.813 $ | +7,1 % | 533.785 $ | |||||
| Matisse Capital | 663.356 $ | +346.276 $ | +109,2 % | 317.080 $ | -1.840 $ | -0,6 % | 318.920 $ | -800 $ | -0,3 % | |||
| GW HENSSLER & ASSOCIATES LTD | 663.193 $ | +296.272 $ | +80,7 % | 366.921 $ | -33.210 $ | -8,3 % | 400.131 $ | +8.217 $ | +2,1 % | |||
| MBL Wealth, LLC | 661.200 $ | -800 $ | -0,1 % | 662.000 $ | +410.750 $ | +163,5 % | 251.250 $ | |||||
| Proactive Wealth Strategies LLC | 660.931 $ | -1.023 $ | -0,2 % | 661.954 $ | +400.485 $ | +153,2 % | 261.469 $ | +7.058 $ | +2,8 % | |||
| Owl Creek Wealth Partners LLC | 641.084 $ | -20.117 $ | -3,0 % | 661.201 $ | +8.329 $ | +1,3 % | 652.872 $ | |||||
| Plan Group Financial, LLC | 454.410 $ | -206.550 $ | -31,3 % | 660.960 $ | +395.920 $ | +149,4 % | 265.040 $ | -31.394 $ | -10,6 % | 296.434 $ | -60.508 $ | -17,0 % |
| CHILDRESS CAPITAL ADVISORS, LLC | 605.012 $ | -54.760 $ | -8,3 % | 659.772 $ | +13.549 $ | +2,1 % | ||||||
| BTS Asset Management, Inc. | 658.274 $ | |||||||||||
| MARSHALL INVESTMENT MANAGEMENT, LLC | 554.886 $ | -102.325 $ | -15,6 % | 657.211 $ | +240.751 $ | +57,8 % | 416.460 $ | -65.261 $ | -13,5 % | |||
| Gould Capital, LLC | 225.939 $ | -430.050 $ | -65,6 % | 655.989 $ | +43.071 $ | +7,0 % | 612.918 $ | +501.080 $ | +448,0 % | |||
| Park Capital Management, LLC / WI | 655.762 $ | +8.588 $ | +1,3 % | 647.174 $ | +274.228 $ | +73,5 % | 372.946 $ | -41.004 $ | -9,9 % | 413.950 $ | +4.250 $ | +1,0 % |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 655.311 $ | +61.647 $ | +10,4 % | 593.664 $ | -968 $ | -0,2 % | 594.632 $ | -34.836 $ | -5,5 % | |||
| Weaver Consulting Group | 563.693 $ | -21.129 $ | -3,6 % | 584.822 $ | -66.126 $ | -10,2 % | 650.948 $ | -3.482 $ | -0,5 % | 654.430 $ | +50.442 $ | +8,4 % |
| Second Line Capital, LLC | 653.726 $ | |||||||||||
| Allie Family Office LLC | 649.894 $ | +235.730 $ | +56,9 % | 414.164 $ | -21.755 $ | -5,0 % | 435.919 $ | -18.275 $ | -4,0 % | |||
| PRINCETON CAPITAL MANAGEMENT LLC | 649.762 $ | +329 $ | +0,1 % | 649.433 $ | +40.661 $ | +6,7 % | 608.772 $ | +74.684 $ | +14,0 % | |||
| Collaborative Wealth Managment Inc. | 413.700 $ | +48.916 $ | +13,4 % | 364.784 $ | -284.350 $ | -43,8 % | 649.134 $ | -142.678 $ | -18,0 % | |||
| Fearless Solutions, LLC dba Best Invest | 648.784 $ | +13.908 $ | +2,2 % | 634.876 $ | +51.424 $ | +8,8 % | 583.452 $ | -37.108 $ | -6,0 % | 620.560 $ | +17.071 $ | +2,8 % |
| STOCK YARDS BANK & TRUST CO | 413.425 $ | +58.612 $ | +16,5 % | 354.813 $ | -293.589 $ | -45,3 % | 648.402 $ | +393.186 $ | +154,1 % | |||
| Hyundai Investments Co., Ltd. | 644.754 $ | +304.013 $ | +89,2 % | 340.741 $ | -109.308 $ | -24,3 % | 450.049 $ | |||||
| Shelter Rock Management, LLC | 644.228 $ | +32.330 $ | +5,3 % | 611.898 $ | +349.950 $ | +133,6 % | 261.948 $ | +6.647 $ | +2,6 % | 255.301 $ | ||
| OFC FINANCIAL PLANNING, LLC | 564.190 $ | -79.115 $ | -12,3 % | 643.305 $ | +5.932 $ | +0,9 % | 637.373 $ | +37.187 $ | +6,2 % | |||
| Silver Grove Financial Group, Inc. | 639.638 $ | +346.965 $ | +118,6 % | 292.673 $ | +31.825 $ | +12,2 % | 260.848 $ | -6.454 $ | -2,4 % | |||
| Lewis Asset Management, LLC | 638.872 $ | +6.222 $ | +1,0 % | 632.650 $ | +85.423 $ | +15,6 % | 547.227 $ | -68.420 $ | -11,1 % | 615.647 $ | +2.297 $ | +0,4 % |
| Quadrant Private Wealth Management, LLC | 637.708 $ | +83.335 $ | +15,0 % | 554.373 $ | ||||||||
| GPS Wealth Strategies Group, LLC | 637.542 $ | -899.215 $ | -58,5 % | |||||||||
| International Private Wealth Advisors LLC | 607.808 $ | -736 $ | -0,1 % | 608.544 $ | -27.956 $ | -4,4 % | 636.500 $ | |||||
| Hudson Oak Wealth Advisory LLC | 628.661 $ | -4.448 $ | -0,7 % | 633.109 $ | -2.716 $ | -0,4 % | 635.825 $ | +19.193 $ | +3,1 % | 616.632 $ | ||
| Olistico Wealth, LLC | 635.414 $ | +104.853 $ | +19,8 % | 530.561 $ | +56.396 $ | +11,9 % | 474.165 $ | +6.236 $ | +1,3 % | 467.929 $ | +187.040 $ | +66,6 % |
| Vawter Financial, Ltd. | 633.986 $ | +289.346 $ | +84,0 % | 344.640 $ | -80.934 $ | -19,0 % | 425.574 $ | +10.804 $ | +2,6 % | |||
| Tradewinds, LLC. | 632.760 $ | +22.357 $ | +3,7 % | |||||||||
| Goldstein Advisors, LLC | 246.858 $ | +7.342 $ | +3,1 % | 239.516 $ | -331.079 $ | -58,0 % | 570.595 $ | -60.737 $ | -9,6 % | 631.332 $ | +141.853 $ | +29,0 % |
| CFG Wealth Management Services, Inc. | 617.734 $ | -11.337 $ | -1,8 % | 629.071 $ | +0 $ | +0,0 % | 629.071 $ | -2.042 $ | -0,3 % | 631.113 $ | ||
| TOTH FINANCIAL ADVISORY CORP | 263.160 $ | -242.272 $ | -47,9 % | 505.432 $ | -23.573 $ | -4,5 % | 529.005 $ | -101.443 $ | -16,1 % | 630.448 $ | +125.905 $ | +25,0 % |
| Wallington Asset Management, LLC | 591.935 $ | +16.038 $ | +2,8 % | 575.897 $ | -53.571 $ | -8,5 % | 629.468 $ | +49.576 $ | +8,5 % | |||
| Corundum Trust Company, INC | 627.058 $ | |||||||||||
| SENTINEL PENSION ADVISORS, LLC | 623.319 $ | +94.521 $ | +17,9 % | 528.798 $ | -5.895 $ | -1,1 % | 534.693 $ | +188.827 $ | +54,6 % | |||
| Fairvoy Private Wealth, LLC | 622.461 $ | +202.094 $ | +48,1 % | 420.367 $ | +137.147 $ | +48,4 % | 283.220 $ | -44.409 $ | -13,6 % | 327.629 $ | +3.363 $ | +1,0 % |
| Fortune Financial Group, Inc. | 508.623 $ | -81.994 $ | -13,9 % | 590.617 $ | -15.361 $ | -2,5 % | 605.978 $ | -16.022 $ | -2,6 % | 622.000 $ | ||
| McMillan Office, Inc. | 621.128 $ | +30.132 $ | +5,1 % | 590.996 $ | -553 $ | -0,1 % | 591.549 $ | |||||
| Magnolia Private Wealth, LLC | 306.750 $ | -314.320 $ | -50,6 % | 621.070 $ | -92.663 $ | -13,0 % | ||||||
| Redwood Financial Network Corp | 620.253 $ | +5.765 $ | +0,9 % | |||||||||
| Passive Capital Management, LLC. | 607.856 $ | -11.976 $ | -1,9 % | 619.832 $ | +11.976 $ | +2,0 % | 607.856 $ | +202.156 $ | +49,8 % | |||
| Financial Security Advisor, Inc. | 616.708 $ | +89.661 $ | +17,0 % | 527.047 $ | +20.357 $ | +4,0 % | 506.690 $ | +6.075 $ | +1,2 % | |||
| Barnes Wealth Management Group, Inc | 614.639 $ | +211.630 $ | +52,5 % | 403.009 $ | -2.577 $ | -0,6 % | 405.586 $ | +7.854 $ | +2,0 % | |||
| PlanVest Financial, Inc | 614.010 $ | +154.500 $ | +33,6 % | 459.510 $ | ||||||||
| Taylor & Morgan Wealth Management, LLC | 526.197 $ | -86.956 $ | -14,2 % | 613.153 $ | +84.016 $ | +15,9 % | 529.137 $ | +8.180 $ | +1,6 % | 520.957 $ | +2.300 $ | +0,4 % |
| TruNorth Capital Management, LLC | 375.540 $ | -236.011 $ | -38,6 % | 611.551 $ | +264.211 $ | +76,1 % | 347.340 $ | +13.587 $ | +4,1 % | 333.753 $ | -217.071 $ | -39,4 % |
| MOR Wealth Management, LLC | 459.477 $ | +41.229 $ | +9,9 % | 418.248 $ | -192.085 $ | -31,5 % | 610.333 $ | |||||
| WELLINGTON-ALTUS USA INC. | 600.936 $ | -9.177 $ | -1,5 % | 610.113 $ | +79.094 $ | +14,9 % | 531.019 $ | |||||
| Briggs Wealth Management, Inc | 609.942 $ | +405.744 $ | +198,7 % | 204.198 $ | -1.062 $ | -0,5 % | 205.260 $ | |||||
| DHJJ Financial Advisors, Ltd. | 243.678 $ | -363.861 $ | -59,9 % | 607.539 $ | +420.151 $ | +224,2 % | 187.388 $ | -782 $ | -0,4 % | |||
| FINANCIAL CONSULATE, INC | 408.779 $ | +50.150 $ | +14,0 % | 358.629 $ | -248.270 $ | -40,9 % | 606.899 $ | +166.336 $ | +37,8 % | |||
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 527.541 $ | -20.290 $ | -3,7 % | 547.831 $ | -52.359 $ | -8,7 % | 600.190 $ | -5.348 $ | -0,9 % | 605.538 $ | -2.057 $ | -0,3 % |
| Haven Private, LLC | 517.776 $ | -20.789 $ | -3,9 % | 538.565 $ | -66.938 $ | -11,1 % | 605.503 $ | +161.262 $ | +36,3 % | |||
| Wealthcare Capital Partners, LLC | 568.497 $ | -33.914 $ | -5,6 % | 602.411 $ | +2.063 $ | +0,3 % | 600.348 $ | -1.018 $ | -0,2 % | 601.366 $ | +64.876 $ | +12,1 % |
| Bridgewealth Advisory Group, LLC | 601.523 $ | +300.556 $ | +99,9 % | 300.967 $ | ||||||||
| Wealth Care LLC | 601.507 $ | +79.586 $ | +15,2 % | 521.921 $ | ||||||||
| WT Wealth Management | 601.304 $ | +50.584 $ | +9,2 % | 550.720 $ | +9.152 $ | +1,7 % | 541.568 $ | +14.413 $ | +2,7 % | 527.155 $ | +22.335 $ | +4,4 % |
| TopTier Wealth Management, LLC | 462.324 $ | -31.101 $ | -6,3 % | 493.425 $ | -107.609 $ | -17,9 % | 601.034 $ | +145.415 $ | +31,9 % | 455.619 $ | ||
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 591.877 $ | -3.457 $ | -0,6 % | 595.334 $ | -1.933 $ | -0,3 % | 597.267 $ | |||||
| FARMERS TRUST CO | 593.272 $ | -3.949 $ | -0,7 % | 597.221 $ | -3.948 $ | -0,7 % | ||||||
| Pacific Excel Wealth Advisors, Inc. | 596.170 $ | +224.739 $ | +60,5 % | 371.431 $ | ||||||||
| Approach Retirement Advisors, LLC | 595.193 $ | +4.847 $ | +0,8 % | 590.346 $ | +59.084 $ | +11,1 % | 531.262 $ | |||||
| PEOPLES BANK /OH | 593.612 $ | +358.104 $ | +152,1 % | |||||||||
| Compass Wealth Management LLC | 593.039 $ | +33.919 $ | +6,1 % | |||||||||
| SmartHarvest Portfolios, LLC | 590.009 $ | +285.903 $ | +94,0 % | 304.106 $ | +91.297 $ | +42,9 % | 212.809 $ | |||||
| BBR PARTNERS, LLC | 589.130 $ | +103.105 $ | +21,2 % | 486.025 $ | -65.216 $ | -11,8 % | 551.241 $ | |||||
| Uptown Financial Advisors LLC | 588.088 $ | |||||||||||
| Aspiring Ventures, LLC | 520.992 $ | -31.831 $ | -5,8 % | 552.823 $ | -34.664 $ | -5,9 % | 587.487 $ | |||||
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 583.059 $ | -99 $ | -0,0 % | 583.158 $ | -3.954 $ | -0,7 % | 587.112 $ | +245.865 $ | +72,0 % | |||
| River Wealth Advisors LLC | 586.390 $ | +75.164 $ | +14,7 % | 511.226 $ | -32.055 $ | -5,9 % | 543.281 $ | +3.109 $ | +0,6 % | |||
| BlueChip Wealth Advisors LLC | 586.387 $ | +41.249 $ | +7,6 % | 545.138 $ | -2.836 $ | -0,5 % | 547.974 $ | +14.392 $ | +2,7 % | |||
| Pacific Center for Financial Services | 586.135 $ | +13.293 $ | +2,3 % | 572.842 $ | +77.930 $ | +15,7 % | 494.912 $ | -15.289 $ | -3,0 % | 510.201 $ | +0 $ | +0,0 % |
| Wingate Wealth Advisors, Inc. | 586.044 $ | +1.172 $ | +0,2 % | 584.872 $ | +202.399 $ | +52,9 % | 382.473 $ | |||||
| Wealth Forward, LLC | 585.443 $ | |||||||||||
| Sage Capital Management, LLC | 523.880 $ | -24.110 $ | -4,4 % | 547.990 $ | -32.814 $ | -5,6 % | 580.804 $ | -4.058 $ | -0,7 % | 584.862 $ | +4.183 $ | +0,7 % |
| RiverGlades Family Offices LLC | 583.675 $ | -706 $ | -0,1 % | 584.381 $ | +5.367 $ | +0,9 % | ||||||
| Norris Financial Group, LLC | 578.895 $ | -1.758 $ | -0,3 % | 580.653 $ | -3.369 $ | -0,6 % | 584.022 $ | -165.322 $ | -22,1 % | |||
| Shulman DeMeo Asset Management LLC | 582.307 $ | +18.149 $ | +3,2 % | 564.158 $ | +65.296 $ | +13,1 % | 498.862 $ | +18.944 $ | +3,9 % | 479.918 $ | +14.733 $ | +3,2 % |
| Old North State Wealth Management, LLC | 478.502 $ | +4.325 $ | +0,9 % | 474.177 $ | -75.790 $ | -13,8 % | 549.967 $ | -31.202 $ | -5,4 % | 581.169 $ | -40.266 $ | -6,5 % |
| Wealth Management Associates, Inc. | 569.500 $ | +22.674 $ | +4,1 % | 546.826 $ | -34.229 $ | -5,9 % | 581.055 $ | +1.419 $ | +0,2 % | |||
| BAKER TILLY WEALTH MANAGEMENT, LLC | 548.013 $ | -8.056 $ | -1,4 % | 556.069 $ | -13.334 $ | -2,3 % | 569.403 $ | -8.618 $ | -1,5 % | 578.021 $ | -17.225 $ | -2,9 % |
| NTV ASSET MANAGEMENT LLC | 577.617 $ | +74.384 $ | +14,8 % | 503.233 $ | -20.089 $ | -3,8 % | 523.322 $ | -214.161 $ | -29,0 % | |||
| Legacy Capital Group California, Inc. | 575.539 $ | |||||||||||
| FOCUSED ALPHA, LLC | 573.925 $ | |||||||||||
| FULTON BREAKEFIELD BROENNIMAN LLC | 570.533 $ | +93.840 $ | +19,7 % | 476.693 $ | +3.093 $ | +0,7 % | 473.600 $ | -102.700 $ | -17,8 % | |||
| ARGUS INVESTORS' COUNSEL, INC. | 445.662 $ | -11.806 $ | -2,6 % | 457.468 $ | +10.122 $ | +2,3 % | 447.346 $ | -123.075 $ | -21,6 % | 570.421 $ | -2.536 $ | -0,4 % |
| FWL INVESTMENT MANAGEMENT, LLC | 568.939 $ | +92.979 $ | +19,5 % | 475.960 $ | -52.689 $ | -10,0 % | 528.649 $ | +39.785 $ | +8,1 % | |||
| Silicon Valley Capital Partners | 568.285 $ | +74.010 $ | +15,0 % | 494.275 $ | -30.305 $ | -5,8 % | 524.580 $ | +9.735 $ | +1,9 % | |||
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 568.098 $ | +53.121 $ | +10,3 % | 514.977 $ | -14.389 $ | -2,7 % | 529.366 $ | +16.083 $ | +3,1 % | |||
| Centerline Wealth Advisors, LLC | 566.870 $ | +38.509 $ | +7,3 % | 528.361 $ | +99.313 $ | +23,1 % | 429.048 $ | |||||
| Thoma Capital Management LLC | 565.651 $ | |||||||||||
| Adelphi Trust Co | 564.620 $ | +17.360 $ | +3,2 % | 547.260 $ | +74.560 $ | +15,8 % | 472.700 $ | -29.640 $ | -5,9 % | 502.340 $ | ||
| Reflection Asset Management | 564.587 $ | +16.920 $ | +3,1 % | 547.667 $ | +35.687 $ | +7,0 % | 511.980 $ | |||||
| POTOMAC FUND MANAGEMENT INC /ADV | 554.079 $ | -10.143 $ | -1,8 % | 564.222 $ | +61.386 $ | +12,2 % | 502.836 $ | -504 $ | -0,1 % | |||
| Western Reserve Capital Management, LLC | 561.728 $ | +202.518 $ | +56,4 % | 359.210 $ | -31.837 $ | -8,1 % | 391.047 $ | -34.511 $ | -8,1 % | 425.558 $ | ||
| CJM Wealth Advisers, Ltd. | 459.838 $ | -100.624 $ | -18,0 % | 560.462 $ | +58.262 $ | +11,6 % | 502.200 $ | -185.191 $ | -26,9 % | |||
| BTC Capital Management, Inc. | 286.217 $ | +38.995 $ | +15,8 % | 247.222 $ | -312.887 $ | -55,9 % | 560.109 $ | |||||
| Financial Advisors Network, Inc. | 559.748 $ | +107.288 $ | +23,7 % | 452.460 $ | +3.050 $ | +0,7 % | 449.410 $ | +7.844 $ | +1,8 % | |||
| WIREGRASS INVESTMENT MANAGEMENT LLC | 553.210 $ | -1.680 $ | -0,3 % | 554.890 $ | -3.220 $ | -0,6 % | 558.110 $ | |||||
| Members Trust Co | 327.670 $ | -230.196 $ | -41,3 % | 557.866 $ | +43.731 $ | +8,5 % | 514.135 $ | -11.651 $ | -2,2 % | |||
| Trail Ridge Investment Advisors, LLC | 545.836 $ | -11.510 $ | -2,1 % | 557.346 $ | +95.003 $ | +20,5 % | 462.343 $ | -1.091 $ | -0,2 % | 463.434 $ | -1.418 $ | -0,3 % |
| Fort Henry Capital, LLC | 556.562 $ | |||||||||||
| MW ADVISORY, LLC | 555.719 $ | +13.751 $ | +2,5 % | 541.968 $ | ||||||||
| BlueStem Wealth Partners, LLC | 554.746 $ | +74.478 $ | +15,5 % | 480.268 $ | -73.807 $ | -13,3 % | 554.075 $ | -28.095.580 $ | -98,1 % | |||
| Opus Financial Solutions LLC | 540.804 $ | -10.168 $ | -1,8 % | 550.972 $ | +300.460 $ | +119,9 % | 250.512 $ | |||||
| Carmel Capital Partners, LLC | 546.033 $ | +280.627 $ | +105,7 % | 265.406 $ | -24.022 $ | -8,3 % | 289.428 $ | |||||
| Mainsail Financial Group, LLC | 542.424 $ | |||||||||||
| Sidoxia Capital Management, LLC | 539.904 $ | +16.196 $ | +3,1 % | 523.708 $ | ||||||||
| Ironwood Financial, llc | 507.874 $ | -31.672 $ | -5,9 % | 539.546 $ | +78.598 $ | +17,1 % | 460.948 $ | -7.707 $ | -1,6 % | 468.655 $ | +25.209 $ | +5,7 % |
| NFSG Corp | 441.057 $ | -88.182 $ | -16,7 % | 529.239 $ | -9.156 $ | -1,7 % | 538.395 $ | +50.661 $ | +10,4 % | 487.734 $ | -19.306 $ | -3,8 % |
| LOM Asset Management Ltd | 537.887 $ | +285.672 $ | +113,3 % | 252.215 $ | +7.715 $ | +3,2 % | 244.500 $ | +218.500 $ | +840,4 % | |||
| AUGUSTINE ASSET MANAGEMENT INC | 477.559 $ | -11.716 $ | -2,4 % | 489.275 $ | -48.176 $ | -9,0 % | 537.451 $ | |||||
| SARD WEALTH MANAGEMENT GROUP, LLC | 535.828 $ | |||||||||||
| Beacon Financial Advisory LLC | 324.598 $ | -5.300 $ | -1,6 % | 329.898 $ | +15.665 $ | +5,0 % | 314.233 $ | -220.654 $ | -41,3 % | 534.887 $ | +1.292 $ | +0,2 % |
| COWA, LLC | 534.295 $ | +96.373 $ | +22,0 % | 437.922 $ | -33.149 $ | -7,0 % | 471.071 $ | +43.863 $ | +10,3 % | |||
| Platt Wealth Management LLC | 533.000 $ | +130.000 $ | +32,3 % | 403.000 $ | +139.000 $ | +52,7 % | 264.000 $ | |||||
| LaFleur & Godfrey LLC | 507.373 $ | -21.755 $ | -4,1 % | 529.128 $ | -3.070 $ | -0,6 % | 532.198 $ | -1.335 $ | -0,3 % | |||
| RESOLUTE WEALTH ADVISOR, INC. | 531.712 $ | +0 $ | +0,0 % | 531.712 $ | ||||||||
| Financial Network Wealth Advisors LLC | 530.754 $ | +75.633 $ | +16,6 % | 455.121 $ | +24.117 $ | +5,6 % | 431.004 $ | +16.263 $ | +3,9 % | |||
| SECURITY NATIONAL BANK OF SO DAK | 530.563 $ | |||||||||||
| FINANCIAL LIFE ADVISORS | 275.772 $ | -254.293 $ | -48,0 % | 530.065 $ | +292.247 $ | +122,9 % | 237.818 $ | +3.653 $ | +1,6 % | 234.165 $ | ||
| MARIPAU WEALTH MANAGEMENT LLC | 526.584 $ | +7.612 $ | +1,5 % | 518.972 $ | -10.824 $ | -2,0 % | 529.796 $ | -34.079 $ | -6,0 % | |||
| MOLLER WEALTH PARTNERS | 210.272 $ | -10.423 $ | -4,7 % | 220.695 $ | -304.753 $ | -58,0 % | 525.448 $ | -3.286 $ | -0,6 % | 528.734 $ | -53.311 $ | -9,2 % |
| JHP Wealth Management, LLC | 528.191 $ | +75.463 $ | +16,7 % | 452.728 $ | -49.124 $ | -9,8 % | 501.852 $ | |||||
| Realta Investment Advisors | 527.888 $ | +45.584 $ | +9,5 % | 482.304 $ | +248.353 $ | +106,2 % | 233.951 $ | -1.217 $ | -0,5 % | 235.168 $ | +6.176 $ | +2,7 % |
| Eddie Patel Inc | 343.861 $ | -182.820 $ | -34,7 % | 526.681 $ | +262.340 $ | +99,2 % | 264.341 $ | |||||
| NORTH STAR ASSET MANAGEMENT INC | 526.514 $ | +305.138 $ | +137,8 % | 221.376 $ | -230.615 $ | -51,0 % | 451.991 $ | -42.449 $ | -8,6 % | |||
| Shaker Financial Services, LLC | 526.210 $ | +144.968 $ | +38,0 % | 381.242 $ | +117.895 $ | +44,8 % | 263.347 $ | |||||
| Private Capital Management, LLC | 525.601 $ | +8.672 $ | +1,7 % | 516.929 $ | -3.564 $ | -0,7 % | 520.493 $ | -3.522 $ | -0,7 % | |||
| First International Bank of Israel Ltd. | 245.467 $ | -278.679 $ | -53,2 % | 524.146 $ | -3.232 $ | -0,6 % | ||||||
| John W. Brooker & Co., CPAs | 523.683 $ | +13.117 $ | +2,6 % | 510.566 $ | ||||||||
| OneAscent Family Office, LLC | 521.517 $ | -1.205 $ | -0,2 % | 522.722 $ | +205.875 $ | +65,0 % | 316.847 $ | -795 $ | -0,3 % | |||
| NORTHSTAR ASSET MANAGEMENT Co | 102.878 $ | -242.447 $ | -70,2 % | 345.325 $ | -102.474 $ | -22,9 % | 447.799 $ | -74.776 $ | -14,3 % | 522.575 $ | -50.235 $ | -8,8 % |
| GoalVest Advisory LLC | 375.055 $ | -147.085 $ | -28,2 % | 522.140 $ | +69.184 $ | +15,3 % | 452.956 $ | -68.380 $ | -13,1 % | 521.336 $ | ||
| Smith Salley Wealth Management | 520.506 $ | +92.431 $ | +21,6 % | 428.075 $ | -38.745 $ | -8,3 % | 466.820 $ | +9.587 $ | +2,1 % | |||
| Granite Bay Wealth Management, LLC | 520.000 $ | |||||||||||
| Vanguard Capital Wealth Advisors | 234.881 $ | -284.992 $ | -54,8 % | 519.873 $ | +249.883 $ | +92,6 % | 269.990 $ | |||||
| Capital Management Associates, Inc | 316.191 $ | -203.649 $ | -39,2 % | 519.840 $ | +224.588 $ | +76,1 % | 295.252 $ | -204.523 $ | -40,9 % | 499.775 $ | ||
| Unique Wealth Strategies, LLC | 495.341 $ | +0 $ | +0,0 % | 495.341 $ | -24.417 $ | -4,7 % | 519.758 $ | |||||
| Financial Life Planners | 519.255 $ | +56.056 $ | +12,1 % | 463.199 $ | +62.640 $ | +15,6 % | 400.559 $ | -44.110 $ | -9,9 % | |||
| ANCHYRA PARTNERS LLC | 519.019 $ | +6.303 $ | +1,2 % | 512.716 $ | +21.538 $ | +4,4 % | 491.178 $ | |||||
| Convergence Financial, LLC | 516.504 $ | +39.064 $ | +8,2 % | 477.440 $ | ||||||||
| Lodestone Wealth Management LLC | 516.442 $ | +321.467 $ | +164,9 % | 194.975 $ | +3.432 $ | +1,8 % | 191.543 $ | -5.388 $ | -2,7 % | 196.931 $ | ||
| Clarity Financial LLC | 397.058 $ | -119.299 $ | -23,1 % | 516.357 $ | +194.553 $ | +60,5 % | 321.804 $ | -32.270 $ | -9,1 % | |||
| JPL Wealth Management, LLC | 515.619 $ | +72.752 $ | +16,4 % | 442.867 $ | -27.471 $ | -5,8 % | 470.338 $ | -14.816 $ | -3,1 % | |||
| Squire Investment Management Company, LLC | 515.549 $ | +91.551 $ | +21,6 % | 423.998 $ | -38.376 $ | -8,3 % | 462.374 $ | -49.549 $ | -9,7 % | |||
| ELCO Management Co., LLC | 513.222 $ | +17.172 $ | +3,5 % | 496.050 $ | ||||||||
| OXFORD FINANCIAL GROUP, LTD. LLC | 512.403 $ | +427.317 $ | +502,2 % | 85.086 $ | -5.335 $ | -5,9 % | 90.421 $ | +2.549 $ | +2,9 % | |||
| Concorde Asset Management, LLC | 219.039 $ | -290.648 $ | -57,0 % | 509.687 $ | -53.636 $ | -9,5 % | ||||||
| Mraz, Amerine & Associates, Inc. | 509.650 $ | +47.793 $ | +10,3 % | 461.857 $ | -8.873 $ | -1,9 % | 470.730 $ | +14.943 $ | +3,3 % | |||
| J. Safra Sarasin Holding AG | 502.775 $ | +283.052 $ | +128,8 % | 219.723 $ | ||||||||
| Talisman Wealth Advisors LLC | 502.728 $ | +290.887 $ | +137,3 % | 211.841 $ | ||||||||
| Cordgrass Capital Advisors, LLC | 502.560 $ | +121.728 $ | +32,0 % | 380.832 $ | +189.526 $ | +99,1 % | 191.306 $ | |||||
| Verisail Partners, LLC | 501.974 $ | +244.106 $ | +94,7 % | 257.868 $ | -312 $ | -0,1 % | 258.180 $ | -234.591 $ | -47,6 % | 492.771 $ | +1.205 $ | +0,2 % |
| DOLIVER ADVISORS, LP | 499.605 $ | -986 $ | -0,2 % | 500.591 $ | ||||||||
| ROBINSON SMITH WEALTH ADVISORS LLC | 499.666 $ | +202.483 $ | +68,1 % | 297.183 $ | -17.272 $ | -5,5 % | 314.455 $ | -1.668 $ | -0,5 % | |||
| DELTA FINANCIAL ADVISORS LLC | 495.082 $ | -1.105 $ | -0,2 % | 496.187 $ | -3.340 $ | -0,7 % | 499.527 $ | +285.046 $ | +132,9 % | |||
| Chris Bulman Inc | 388.472 $ | -104.657 $ | -21,2 % | 493.129 $ | -2.880 $ | -0,6 % | 496.009 $ | -1.610 $ | -0,3 % | 497.619 $ | -1.017 $ | -0,2 % |
| HOWARD WEALTH MANAGEMENT, LLC | 495.967 $ | +34.810 $ | +7,5 % | 461.157 $ | +70.895 $ | +18,2 % | 390.262 $ | +65.390 $ | +20,1 % | |||
| JACOBS & CO/CA | 495.000 $ | +7.000 $ | +1,4 % | 488.000 $ | +258.000 $ | +112,2 % | 230.000 $ | -25.000 $ | -9,8 % | 255.000 $ | -228.000 $ | -47,2 % |
| Terra Nova Asset Management LLC | 490.656 $ | +99.037 $ | +25,3 % | 391.619 $ | +69.543 $ | +21,6 % | 322.076 $ | -29.151 $ | -8,3 % | 351.227 $ | +94.305 $ | +36,7 % |
| Nova Wealth Management, Inc. | 489.102 $ | +229.052 $ | +88,1 % | 260.050 $ | +56.735 $ | +27,9 % | 203.315 $ | -22.493 $ | -10,0 % | |||
| Freestate Advisors LLC | 452.360 $ | -35.661 $ | -7,3 % | 488.021 $ | +11.198 $ | +2,3 % | 476.823 $ | +232.496 $ | +95,2 % | 244.327 $ | -11.786 $ | -4,6 % |
| Whalen Wealth Management Inc. | 484.843 $ | -2.370 $ | -0,5 % | 487.213 $ | +99.737 $ | +25,7 % | 387.476 $ | -3.459.235 $ | -89,9 % | |||
| Regent Peak Wealth Advisors LLC | 486.454 $ | +4.226 $ | +0,9 % | 482.228 $ | +68.366 $ | +16,5 % | 413.862 $ | -45.502 $ | -9,9 % | 459.364 $ | +4.716 $ | +1,0 % |
| Ameliora Wealth Management Ltd. | 484.432 $ | +98.632 $ | +25,6 % | 385.800 $ | +13.112 $ | +3,5 % | 372.688 $ | -1.602 $ | -0,4 % | |||
| ROTHSCHILD INVESTMENT LLC | 443.391 $ | +8.849 $ | +2,0 % | 434.542 $ | -49.477 $ | -10,2 % | 484.019 $ | -6.807 $ | -1,4 % | |||
| Gen-Wealth Partners Inc | 481.742 $ | +61.830 $ | +14,7 % | 419.912 $ | -15.700 $ | -3,6 % | 435.612 $ | +9.680 $ | +2,3 % | |||
| LMG Wealth Partners, LLC | 481.451 $ | +42.454 $ | +9,7 % | 438.997 $ | ||||||||
| Ethic Inc. | 479.602 $ | |||||||||||
| CANANDAIGUA NATIONAL BANK & TRUST CO | 479.030 $ | +16.028 $ | +3,5 % | 463.002 $ | +51.756 $ | +12,6 % | 411.246 $ | +9.316 $ | +2,3 % | |||
| Symmetry Partners, LLC | 377.326 $ | -100.919 $ | -21,1 % | 478.245 $ | +31.777 $ | +7,1 % | 446.468 $ | -5.998 $ | -1,3 % | |||
| Downshift Financial, LLC | 422.619 $ | -54.331 $ | -11,4 % | 476.950 $ | +105.947 $ | +28,6 % | 371.003 $ | -2.563 $ | -0,7 % | 373.566 $ | ||
| TCFG WEALTH MANAGEMENT, LLC | 472.687 $ | -2.743 $ | -0,6 % | 475.430 $ | -1.193 $ | -0,3 % | ||||||
| Quadcap Wealth Management, LLC | 474.108 $ | +947 $ | +0,2 % | 473.161 $ | -437 $ | -0,1 % | 473.598 $ | |||||
| Coquina Private Wealth LLC | 470.715 $ | +236.468 $ | +100,9 % | 234.247 $ | -239.620 $ | -50,6 % | 473.867 $ | |||||
| DLK Investment Management, LLC | 472.954 $ | |||||||||||
| Bedminster, LLC | 472.788 $ | +147.032 $ | +45,1 % | 325.756 $ | +63.443 $ | +24,2 % | 262.313 $ | |||||
| Main Street Group, LTD | 472.756 $ | +68.116 $ | +16,8 % | 404.640 $ | +106.616 $ | +35,8 % | 298.024 $ | +38.109 $ | +14,7 % | |||
| TCFG Investment Advisors, LLC | 460.642 $ | -10.614 $ | -2,3 % | 471.256 $ | -1.431 $ | -0,3 % | 472.687 $ | |||||
| Per Stirling Capital Management, LLC. | 472.322 $ | +74.224 $ | +18,6 % | 398.098 $ | -41.680 $ | -9,5 % | 439.778 $ | +5.798 $ | +1,3 % | |||
| Selective Wealth Management, Inc. | 431.997 $ | -39.992 $ | -8,5 % | 471.989 $ | ||||||||
| Schaeffer Financial LLC | 469.693 $ | -2.143 $ | -0,5 % | 471.836 $ | +249.282 $ | +112,0 % | 222.554 $ | +2.463 $ | +1,1 % | |||
| Ifrah Financial Services, Inc. | 433.833 $ | -36.779 $ | -7,8 % | 470.612 $ | +48.521 $ | +11,5 % | 422.091 $ | -2.514 $ | -0,6 % | 424.605 $ | -7.426 $ | -1,7 % |
| Alpine Bank Wealth Management | 435.040 $ | -35.527 $ | -7,5 % | 470.567 $ | +106.352 $ | +29,2 % | 364.215 $ | -22.838 $ | -5,9 % | 387.053 $ | -30.200 $ | -7,2 % |
| Rice Partnership, LLC | 470.472 $ | |||||||||||
| Wealthstar Advisors, LLC | 470.111 $ | -6.486.483 $ | -93,2 % | |||||||||
| E6 Portfolios, LLC | 470.085 $ | |||||||||||
| TOUNJIAN ADVISORY PARTNERS, LLC | 469.781 $ | +131.829 $ | +39,0 % | 337.952 $ | ||||||||
| STEVENS CAPITAL PARTNERS | 469.701 $ | +115.576 $ | +32,6 % | 354.125 $ | +108.433 $ | +44,1 % | ||||||
| SFAM, LLC | 469.540 $ | +204.678 $ | +77,3 % | 264.862 $ | +172.332 $ | +186,2 % | 92.530 $ | |||||
| Foguth Wealth Management, LLC. | 232.862 $ | -236.467 $ | -50,4 % | 469.329 $ | +251.352 $ | +115,3 % | 217.977 $ | |||||
| Walleye Partners, LLC | 283.213 $ | -84.858 $ | -23,1 % | 368.071 $ | -99.176 $ | -21,2 % | 467.247 $ | -1.517 $ | -0,3 % | 468.764 $ | ||
| VestGen Investment Management | 361.186 $ | -11.409 $ | -3,1 % | 372.595 $ | -95.474 $ | -20,4 % | 468.069 $ | -29.003 $ | -5,8 % | |||
| Bond & Devick Financial Network, Inc. | 467.273 $ | +66.246 $ | +16,5 % | 401.027 $ | -44.091 $ | -9,9 % | 445.118 $ | +4.570 $ | +1,0 % | |||
| Northside Capital Management, LLC | 239.520 $ | -226.215 $ | -48,6 % | 465.735 $ | +45.097 $ | +10,7 % | 420.638 $ | -1.113 $ | -0,3 % | 421.751 $ | +2.728 $ | +0,7 % |
| A&I FINANCIAL SERVICES, LLC | 292.152 $ | -27.731 $ | -8,7 % | 319.883 $ | +52.929 $ | +19,8 % | 266.954 $ | -197.730 $ | -42,6 % | 464.684 $ | +467 $ | +0,1 % |
| Q3 Asset Management | 464.000 $ | -2.484.000 $ | -84,3 % | |||||||||
| WAYSTONE ADVISORS LLC | 449.659 $ | +0 $ | +0,0 % | 449.659 $ | +87.534 $ | +24,2 % | 362.125 $ | -101.139 $ | -21,8 % | 463.264 $ | ||
| Cardinal Point Capital Management ULC | 462.805 $ | +12.334 $ | +2,7 % | 450.471 $ | ||||||||
| LGL PARTNERS, LLC | 461.388 $ | |||||||||||
| Slagle Financial, LLC | 460.747 $ | -15.914 $ | -3,3 % | |||||||||
| BSW Wealth Partners | 255.385 $ | +33.790 $ | +15,2 % | 221.595 $ | -239.147 $ | -51,9 % | 460.742 $ | +8.643 $ | +1,9 % | |||
| Gilliland Jeter Wealth Management LLC | 460.639 $ | +65.669 $ | +16,6 % | 394.970 $ | -43.022 $ | -9,8 % | 437.992 $ | +4.849 $ | +1,1 % | |||
| Altrius Capital Management Inc | 460.374 $ | +238.378 $ | +107,4 % | 221.996 $ | ||||||||
| AR ASSET MANAGEMENT INC | 460.000 $ | +0 $ | +0,0 % | 460.000 $ | ||||||||
| Strategic Financial Concepts, LLC | 403.303 $ | -54.116 $ | -11,8 % | 457.419 $ | -122.978 $ | -21,2 % | ||||||
| Sharkey, Howes & Javer | 222.183 $ | -87.239 $ | -28,2 % | 309.422 $ | -147.663 $ | -32,3 % | 457.085 $ | -302.505 $ | -39,8 % | |||
| Harvest Investment Services, LLC | 249.340 $ | -757 $ | -0,3 % | 250.097 $ | -206.437 $ | -45,2 % | 456.534 $ | +2.532 $ | +0,6 % | |||
| CAHABA WEALTH MANAGEMENT, INC. | 282.663 $ | -173.295 $ | -38,0 % | 455.958 $ | +181.677 $ | +66,2 % | 274.281 $ | -268.815 $ | -49,5 % | |||
| PLIMOTH TRUST CO LLC | 455.811 $ | +83.980 $ | +22,6 % | 371.831 $ | -27.244 $ | -6,8 % | 399.075 $ | -6.780 $ | -1,7 % | |||
| Prosperity Financial Group, Inc. | 455.047 $ | +60.342 $ | +15,3 % | 394.705 $ | -24.749 $ | -5,9 % | 419.454 $ | +14.265 $ | +3,5 % | |||
| HCR Wealth Advisors | 209.435 $ | -7.121 $ | -3,3 % | 216.556 $ | -234.013 $ | -51,9 % | 450.569 $ | +235.120 $ | +109,1 % | |||
| WHALEROCK POINT PARTNERS, LLC | 449.950 $ | |||||||||||
| PRAIRIE ADVISORY, LLC | 449.016 $ | +219.778 $ | +95,9 % | 229.238 $ | ||||||||
| Fiduciary Wealth Partners, LLC | 446.956 $ | +9.050 $ | +2,1 % | |||||||||
| Community Financial Services Group, LLC | 422.553 $ | -21.284 $ | -4,8 % | 443.837 $ | -1.806 $ | -0,4 % | 445.643 $ | +35.100 $ | +8,5 % | 410.543 $ | -1.764 $ | -0,4 % |
| Oregon Pacific Wealth Management, LLC | 214.119 $ | -231.206 $ | -51,9 % | 445.325 $ | +15.135 $ | +3,5 % | 430.190 $ | +207.984 $ | +93,6 % | 222.206 $ | -25.161 $ | -10,2 % |
| Peak Planning Group, LLC | 445.079 $ | +73.489 $ | +19,8 % | 371.590 $ | +12.523 $ | +3,5 % | 359.067 $ | +1.586 $ | +0,4 % | |||
| 1ST SOURCE BANK | 443.882 $ | +54.737 $ | +14,1 % | 389.145 $ | +8.578 $ | +2,3 % | 380.567 $ | +4.833 $ | +1,3 % | |||
| LIFE LINE WEALTH MANAGEMENT LLC | 443.191 $ | +1.239 $ | +0,3 % | 441.952 $ | +4.742 $ | +1,1 % | ||||||
| Sonoma Allocations LLC | 359.429 $ | +646 $ | +0,2 % | 358.783 $ | -83.410 $ | -18,9 % | 442.193 $ | +7.048 $ | +1,6 % | |||
| Sterneck Capital Management, LLC | 442.094 $ | +3.114 $ | +0,7 % | 438.980 $ | +2.615 $ | +0,6 % | 436.365 $ | -6.939 $ | -1,6 % | |||
| CM WEALTH ADVISORS LLC | 441.051 $ | +31.026 $ | +7,6 % | 410.025 $ | -2.133 $ | -0,5 % | 412.158 $ | +10.824 $ | +2,7 % | |||
| Impact Partnership Wealth, LLC | 440.830 $ | |||||||||||
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 247.440 $ | -190.980 $ | -43,6 % | 438.420 $ | +196.016 $ | +80,9 % | 242.404 $ | +2.488 $ | +1,0 % | |||
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 437.280 $ | +252.434 $ | +136,6 % | 184.846 $ | +51.073 $ | +38,2 % | 133.773 $ | +2.258 $ | +1,7 % | |||
| CCG WEALTH MANAGEMENT, LLC | 436.660 $ | +61.906 $ | +16,5 % | 374.754 $ | ||||||||
| KERR FINANCIAL PLANNING Corp | 206.047 $ | -195 $ | -0,1 % | 206.242 $ | -229.129 $ | -52,6 % | 435.371 $ | -77.583 $ | -15,1 % | |||
| NCP Inc. | 434.324 $ | +27.197 $ | +6,7 % | |||||||||
| Privatperson | 384.624 $ | -60 $ | -0,0 % | 384.684 $ | -49.356 $ | -11,4 % | 434.040 $ | -32.308 $ | -6,9 % | |||
| Sawyer & Company, Inc | 416.951 $ | -16.969 $ | -3,9 % | 433.920 $ | +4.705 $ | +1,1 % | 429.215 $ | -2.447 $ | -0,6 % | 431.662 $ | +426.662 $ | +8.533,2 % |
| VESTIA PERSONAL WEALTH ADVISORS | 433.738 $ | +10.524 $ | +2,5 % | 423.214 $ | +51.324 $ | +13,8 % | 371.890 $ | -8.761 $ | -2,3 % | 380.651 $ | +26.695 $ | +7,5 % |
| Wiser Advisor Group LLC | 415.451 $ | -5.955 $ | -1,4 % | 421.406 $ | -12.218 $ | -2,8 % | 433.624 $ | -731 $ | -0,2 % | |||
| DGS Capital Management, LLC | 368.778 $ | -64.043 $ | -14,8 % | 432.821 $ | -633.159 $ | -59,4 % | ||||||
| Koss-Olinger Consulting, LLC | 432.659 $ | +2.331 $ | +0,5 % | 430.328 $ | -1.012.672 $ | -70,2 % | ||||||
| Vigilare Wealth Management | 432.598 $ | +147.623 $ | +51,8 % | 284.975 $ | -25.793 $ | -8,3 % | 310.768 $ | |||||
| Symetra Investment Management Co | 431.480 $ | +172.206 $ | +66,4 % | 259.274 $ | ||||||||
| Allen Mooney & Barnes Investment Advisors LLC | 431.407 $ | +11.101 $ | +2,6 % | 420.306 $ | +51.133 $ | +13,9 % | 369.173 $ | +7.260 $ | +2,0 % | 361.913 $ | +13.332 $ | +3,8 % |
| Oxler Private Wealth LLC | 431.249 $ | +4.025 $ | +0,9 % | 427.224 $ | +31.708 $ | +8,0 % | 395.516 $ | -252 $ | -0,1 % | 395.768 $ | +12.159 $ | +3,2 % |
| Longview Financial Advisors, Inc. | 429.998 $ | |||||||||||
| Henrickson Nauta Wealth Advisors, Inc. | 426.689 $ | +56.682 $ | +15,3 % | 370.007 $ | ||||||||
| Box Hill Private Wealth LLC | 426.574 $ | +14.054 $ | +3,4 % | 412.520 $ | +57.050 $ | +16,0 % | 355.470 $ | |||||
| Wealth Enhancement Trust Services, Inc. | 285.454 $ | -140.232 $ | -32,9 % | 425.686 $ | +5.235 $ | +1,2 % | 420.451 $ | -1.531 $ | -0,4 % | 421.982 $ | ||
| Asset Management One Co., Ltd. | 424.497 $ | +201.033 $ | +90,0 % | 223.464 $ | +94.279 $ | +73,0 % | 129.185 $ | +24.447 $ | +23,3 % | |||
| BURRUS FINANCIAL SERVICES, INC. | 423.655 $ | |||||||||||
| Orographic Financial Advisors, LLC | 383.000 $ | -38.000 $ | -9,0 % | 421.000 $ | ||||||||
| GROUP ONE TRADING LLC | 134.575 $ | +134.120 $ | +29.476,9 % | 455 $ | -420.455 $ | -99,9 % | 420.910 $ | +377.914 $ | +879,0 % | |||
| CV Advisors LLC | 392.623 $ | -22.113 $ | -5,3 % | 414.736 $ | -1.215 $ | -0,3 % | 415.951 $ | -3.987 $ | -0,9 % | 419.938 $ | +476 $ | +0,1 % |
| SHAKER INVESTMENTS LLC/OH | 416.172 $ | -1.942 $ | -0,5 % | 418.114 $ | +4.857 $ | +1,2 % | ||||||
| Peachtree Investment Partners, LLC | 418.060 $ | +88.294 $ | +26,8 % | 329.766 $ | -7.029 $ | -2,1 % | 336.795 $ | -1.887 $ | -0,6 % | |||
| FIDUCIARY FAMILY OFFICE, LLC | 415.976 $ | +51.295 $ | +14,1 % | 364.681 $ | +8.039 $ | +2,3 % | 356.642 $ | +4.530 $ | +1,3 % | |||
| Allen Capital Group, LLC | 414.242 $ | +89.945 $ | +27,7 % | 324.297 $ | +86.112 $ | +36,2 % | 238.185 $ | |||||
| Samalin Investment Counsel, LLC | 413.031 $ | +51.895 $ | +14,4 % | 361.136 $ | +9.032 $ | +2,6 % | 352.104 $ | +5.771 $ | +1,7 % | |||
| KM Capital Management Ltd. | 215.510 $ | -196.982 $ | -47,8 % | 412.492 $ | +199.013 $ | +93,2 % | 213.479 $ | -98.508 $ | -31,6 % | |||
| Vantus Wealth LLC | 236.695 $ | -175.766 $ | -42,6 % | 412.461 $ | ||||||||
| Cauble & Harre Wealth Management, Inc. | 410.968 $ | +8.356 $ | +2,1 % | 402.612 $ | +30.202 $ | +8,1 % | 372.410 $ | |||||
| CATALYST FINANCIAL PARTNERS LLC | 410.694 $ | +14.301 $ | +3,6 % | 396.393 $ | +22.347 $ | +6,0 % | 374.046 $ | +101.737 $ | +37,4 % | |||
| August Group Capital Ltd | 410.342 $ | |||||||||||
| F&V Capital Management, LLC | 410.000 $ | |||||||||||
| Mayfair Advisory Group, LLC | 409.621 $ | |||||||||||
| Arcadia Wealth Management, Inc. | 285.496 $ | -112.643 $ | -28,3 % | 398.139 $ | -9.147 $ | -2,2 % | 407.286 $ | -5.471 $ | -1,3 % | |||
| Paragon Capital Management Ltd | 405.511 $ | +20.336 $ | +5,3 % | 385.175 $ | ||||||||
| New Perspectives, Inc | 404.643 $ | +13.538 $ | +3,5 % | 391.105 $ | +129.866 $ | +49,7 % | 261.239 $ | -23.237 $ | -8,2 % | 284.476 $ | ||
| JCIC Asset Management Inc. | 402.552 $ | +0 $ | +0,0 % | 402.552 $ | -1.826 $ | -0,5 % | 404.378 $ | -922 $ | -0,2 % | |||
| Alpha Financial Advisors, LLC | 234.716 $ | -155.870 $ | -39,9 % | 390.586 $ | -13.483 $ | -3,3 % | 404.069 $ | +10.241 $ | +2,6 % | |||
| YANKCOM Partnership | 319.279 $ | -74.842 $ | -19,0 % | 394.121 $ | +18.995 $ | +5,1 % | 375.126 $ | -28.727 $ | -7,1 % | 403.853 $ | +80.324 $ | +24,8 % |
| RICHARDS, MERRILL & PETERSON, INC. | 403.058 $ | +233.036 $ | +137,1 % | 170.022 $ | +25.208 $ | +17,4 % | 144.814 $ | -7.454 $ | -4,9 % | 152.268 $ | ||
| ANGELES WEALTH MANAGEMENT, LLC | 402.919 $ | +316.646 $ | +367,0 % | |||||||||
| AVALON CAPITAL MANAGEMENT | 401.958 $ | +47.527 $ | +13,4 % | 354.431 $ | +5.445 $ | +1,6 % | 348.986 $ | +11.078 $ | +3,3 % | |||
| Park Edge Advisors, LLC | 400.429 $ | +56.770 $ | +16,5 % | 343.659 $ | -33.766 $ | -8,9 % | 377.425 $ | -49.868 $ | -11,7 % | |||
| Ridgepath Capital Management LLC | 256.439 $ | -143.640 $ | -35,9 % | 400.079 $ | +9.386 $ | +2,4 % | 390.693 $ | +0 $ | +0,0 % | |||
| Bedell Frazier Investment Counselling, LLC | 400.006 $ | +17.314 $ | +4,5 % | 382.692 $ | -2.511.803 $ | -86,8 % | ||||||
| RETIREMITTEN FINANCIAL LLC | 348.122 $ | -51.383 $ | -12,9 % | 399.505 $ | ||||||||
| MEMBERS WEALTH LLC | 398.990 $ | |||||||||||
| SageOak Financial, LLC | 398.010 $ | |||||||||||
| Foundation Wealth Management, LLC | 252.831 $ | -73.339 $ | -22,5 % | 326.170 $ | -30.328 $ | -8,5 % | 356.498 $ | -39.195 $ | -9,9 % | 395.693 $ | -95.303 $ | -19,4 % |
| ZEGA Investments, LLC | 282.127 $ | +49.315 $ | +21,2 % | 232.812 $ | -162.278 $ | -41,1 % | 395.090 $ | +81.678 $ | +26,1 % | |||
| Main Management LLC | 392 $ | -1 $ | -0,3 % | 393 $ | -394.607 $ | -99,9 % | 395.000 $ | +394.604 $ | +99.647,5 % | |||
| LCNB CORP | 390.999 $ | +2.754 $ | +0,7 % | 388.245 $ | -5.872 $ | -1,5 % | 394.117 $ | -8.887 $ | -2,2 % | |||
| White Knight Strategic Wealth Advisors, LLC | 310.231 $ | +69.231 $ | +28,7 % | 241.000 $ | -152.606 $ | -38,8 % | 393.606 $ | -35.853 $ | -8,3 % | |||
| INTEGRATED WEALTHCARE, LLC | 392.385 $ | +53.459 $ | +15,8 % | 338.926 $ | -21.252 $ | -5,9 % | 360.178 $ | |||||
| 1492 Capital Management LLC | 389.776 $ | +25.055 $ | +6,9 % | 364.721 $ | -3.073 $ | -0,8 % | 367.794 $ | -8.916 $ | -2,4 % | |||
| Yukon Wealth Management, Inc. | 386.948 $ | -65 $ | -0,0 % | 387.013 $ | -2.425 $ | -0,6 % | 389.438 $ | -2.760 $ | -0,7 % | |||
| EQ WEALTH ADVISORS, LLC | 374.998 $ | -826 $ | -0,2 % | 375.824 $ | -11.149 $ | -2,9 % | 386.973 $ | +8.627 $ | +2,3 % | |||
| Community Bank, N.A. | 306.490 $ | -37.586 $ | -10,9 % | 344.076 $ | -42.199 $ | -10,9 % | 386.275 $ | +18.925 $ | +5,2 % | |||
| Keebeck Wealth Management | 308.217 $ | -936 $ | -0,3 % | 309.153 $ | -76.740 $ | -19,9 % | 385.893 $ | -968 $ | -0,3 % | |||
| Allied Private Wealth LLC | 385.173 $ | |||||||||||
| WEATHERLY ASSET MANAGEMENT L. P. | 359.213 $ | -8.277 $ | -2,3 % | 367.490 $ | -14.988 $ | -3,9 % | 382.478 $ | -2.220 $ | -0,6 % | 384.698 $ | -53.639 $ | -12,2 % |
| Spectrum Advisors, Inc. | 383.349 $ | +61.701 $ | +19,2 % | 321.648 $ | ||||||||
| Capstone Wealth Management Group, Inc. | 370.071 $ | -11.773 $ | -3,1 % | 381.844 $ | ||||||||
| OneAscent Wealth Management LLC | 381.753 $ | +3.980 $ | +1,1 % | 377.773 $ | +16.204 $ | +4,5 % | 361.569 $ | -222.394 $ | -38,1 % | |||
| Tuttle Capital Management, LLC | 381.745 $ | |||||||||||
| BRAUN STACEY ASSOCIATES INC | 263.597 $ | -39.386 $ | -13,0 % | 302.983 $ | +203 $ | +0,1 % | 302.780 $ | -78.696 $ | -20,6 % | 381.476 $ | +34.452 $ | +9,9 % |
| Safeguard Investment Advisory Group, LLC | 380.380 $ | +55.302 $ | +17,0 % | 325.078 $ | +12.556 $ | +4,0 % | 312.522 $ | +1.879 $ | +0,6 % | |||
| CRUX WEALTH ADVISORS | 379.613 $ | +52.169 $ | +15,9 % | 327.444 $ | -19.948 $ | -5,7 % | 347.392 $ | +10.701 $ | +3,2 % | |||
| Integris Wealth Management, LLC | 323.119 $ | -55.789 $ | -14,7 % | 378.908 $ | +54.526 $ | +16,8 % | 324.382 $ | -5.098 $ | -1,5 % | 329.480 $ | -6.630 $ | -2,0 % |
| EQUITABLE TRUST CO | 378.152 $ | +3.285 $ | +0,9 % | 374.867 $ | +165.679 $ | +79,2 % | ||||||
| Windsor Capital Management, LLC | 237.801 $ | -5.875 $ | -2,4 % | 243.676 $ | -120.834 $ | -33,1 % | 364.510 $ | -13.437 $ | -3,6 % | 377.947 $ | -17.973 $ | -4,5 % |
| Westover Capital Advisors, LLC | 377.724 $ | |||||||||||
| Nelson Capital Management, LLC | 377.168 $ | +53.472 $ | +16,5 % | 323.696 $ | -35.589 $ | -9,9 % | 359.285 $ | +3.689 $ | +1,0 % | |||
| Resolute Advisors LLC | 376.281 $ | +66.656 $ | +21,5 % | 309.625 $ | +2.805 $ | +0,9 % | 306.820 $ | +6.415 $ | +2,1 % | |||
| Dentgroup LLC | 375.873 $ | +98.526 $ | +35,5 % | |||||||||
| Reynders McVeigh Capital Management, LLC | 375.000 $ | +67.000 $ | +21,8 % | 308.000 $ | -28.000 $ | -8,3 % | 336.000 $ | +7.000 $ | +2,1 % | |||
| Biltmore Family Office, LLC | 295.600 $ | -50.402 $ | -14,6 % | 346.002 $ | -28.044 $ | -7,5 % | 374.046 $ | +132.374 $ | +54,8 % | |||
| SUTTON PLACE INVESTORS LLC | 338.754 $ | -35.231 $ | -9,4 % | 373.985 $ | +76.235 $ | +25,6 % | 297.750 $ | -9.037 $ | -2,9 % | 306.787 $ | +2.875 $ | +0,9 % |
| Charis Legacy Partners, LLC | 254.492 $ | -62.814 $ | -19,8 % | 317.306 $ | -34.988 $ | -9,9 % | 352.294 $ | -20.994 $ | -5,6 % | 373.288 $ | -47.960 $ | -11,4 % |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 371.237 $ | |||||||||||
| COOPER/HAIMS ADVISORS, LLC | 370.607 $ | +65.784 $ | +21,6 % | 304.823 $ | -27.590 $ | -8,3 % | 332.413 $ | +730 $ | +0,2 % | |||
| MGB Wealth Management, LLC | 369.672 $ | |||||||||||
| CLARIS ADVISORS, LLC / MO / | 365.988 $ | -1.112 $ | -0,3 % | 367.100 $ | -2.130 $ | -0,6 % | 369.230 $ | +1.065 $ | +0,3 % | |||
| TI-TRUST, INC | 367.431 $ | +33.773 $ | +10,1 % | 333.658 $ | +46.929 $ | +16,4 % | 286.729 $ | -3.465 $ | -1,2 % | 290.194 $ | +18.855 $ | +6,9 % |
| MARINO, STRAM & ASSOCIATES LLC | 367.285 $ | +11.292 $ | +3,2 % | 355.993 $ | +48.502 $ | +15,8 % | 307.491 $ | -19.281 $ | -5,9 % | 326.772 $ | +9.211 $ | +2,9 % |
| CARRET ASSET MANAGEMENT, LLC | 366.688 $ | +64.175 $ | +21,2 % | 302.513 $ | +4.451 $ | +1,5 % | 298.062 $ | +15.949 $ | +5,7 % | |||
| Riggs Asset Managment Co. Inc. | 366.081 $ | +38.725 $ | +11,8 % | 327.356 $ | -33.006 $ | -9,2 % | 360.362 $ | +678 $ | +0,2 % | |||
| Kilter Group LLC | 365.466 $ | +121.871 $ | +50,0 % | 243.595 $ | +157.614 $ | +183,3 % | 85.981 $ | +21.385 $ | +33,1 % | |||
| Radnor Capital Management, LLC | 364.569 $ | +48.237 $ | +15,2 % | 316.332 $ | -14.031 $ | -4,2 % | 330.363 $ | +6.612 $ | +2,0 % | |||
| Cassilly Financial Group LLC | 314.245 $ | -16.983 $ | -5,1 % | 331.228 $ | -23.479 $ | -6,6 % | 354.707 $ | -9.080 $ | -2,5 % | 363.787 $ | ||
| Vestwell Advisors, LLC | 138 $ | -6 $ | -4,2 % | 144 $ | -362.205 $ | -100,0 % | 362.349 $ | -178.422 $ | -33,0 % | |||
| PINKERTON WEALTH, LLC | 352.929 $ | -8.704 $ | -2,4 % | 361.633 $ | +0 $ | +0,0 % | 361.633 $ | -5.339 $ | -1,5 % | |||
| Chancellor Financial Group WB LP | 359.417 $ | +63.827 $ | +21,6 % | 295.590 $ | -26.752 $ | -8,3 % | 322.342 $ | +6.621 $ | +2,1 % | |||
| Sequent Planning LLC | 358.366 $ | +66.983 $ | +23,0 % | 291.383 $ | ||||||||
| CULTIVAR CAPITAL, INC. | 275.565 $ | -40.637 $ | -12,9 % | 316.202 $ | -946 $ | -0,3 % | 317.148 $ | -40.896 $ | -11,4 % | 358.044 $ | -43.934 $ | -10,9 % |
| Lakeside Advisors, INC. | 355.629 $ | +1.824 $ | +0,5 % | 353.805 $ | +24.888 $ | +7,6 % | 328.917 $ | -1.711 $ | -0,5 % | 330.628 $ | ||
| Intergy Private Wealth, LLC | 355.221 $ | +44.403 $ | +14,3 % | 310.818 $ | +43.723 $ | +16,4 % | 267.095 $ | +13.432 $ | +5,3 % | 253.663 $ | +11.488 $ | +4,7 % |
| BLUEDOOR PRIVATE WEALTH, LLC | 354.567 $ | -429 $ | -0,1 % | 354.996 $ | +6.598 $ | +1,9 % | 348.398 $ | |||||
| Clear Harbor Asset Management, LLC | 353.531 $ | +68.148 $ | +23,9 % | 285.383 $ | -25.830 $ | -8,3 % | 311.213 $ | |||||
| BINGHAM PRIVATE WEALTH, LLC | 352.205 $ | +41.644 $ | +13,4 % | 310.561 $ | +4.771 $ | +1,6 % | 305.790 $ | |||||
| Fulcrum Equity Management | 352.021 $ | +5.555 $ | +1,6 % | |||||||||
| Oak Wealth Advisors LLC | 351.718 $ | |||||||||||
| CFC Planning Co LLC | 351.450 $ | -881 $ | -0,3 % | |||||||||
| GRIFFIN ASSET MANAGEMENT, INC. | 351.323 $ | +11.755 $ | +3,5 % | 339.568 $ | +60.300 $ | +21,6 % | 279.268 $ | -25.276 $ | -8,3 % | 304.544 $ | +6.254 $ | +2,1 % |
| Winning Points Advisors, LLC | 351.000 $ | |||||||||||
| Aspetuck Financial Management LLC | 347.732 $ | -1.056 $ | -0,3 % | 348.788 $ | -2.024 $ | -0,6 % | 350.812 $ | -16.866 $ | -4,6 % | |||
| First City Capital Management, Inc. | 350.711 $ | +49.722 $ | +16,5 % | 300.989 $ | -33.093 $ | -9,9 % | 334.082 $ | +3.430 $ | +1,0 % | |||
| Rollins Financial Advisors, LLC | 348.392 $ | -2.021 $ | -0,6 % | 350.413 $ | ||||||||
| Oxbow Advisors, LLC | 350.395 $ | |||||||||||
| TOEWS CORP /ADV | 349.750 $ | |||||||||||
| EARNED WEALTH ADVISORS, LLC | 242.360 $ | -637 $ | -0,3 % | 242.997 $ | -106.527 $ | -30,5 % | 349.524 $ | |||||
| RICHARDSON FINANCIAL SERVICES INC. | 349.462 $ | +55.886 $ | +19,0 % | 293.576 $ | -6.230 $ | -2,1 % | 299.806 $ | +12.317 $ | +4,3 % | |||
| Smart Portfolios, LLC | 313.823 $ | -34.504 $ | -9,9 % | 348.327 $ | +3.576 $ | +1,0 % | ||||||
| 2UniFi Bank | 348.088 $ | +20.134 $ | +6,1 % | 327.954 $ | -20.811 $ | -6,0 % | ||||||
| Macro Advisors, Inc. | 347.914 $ | +3.805 $ | +1,1 % | 344.109 $ | ||||||||
| ADE, LLC | 347.144 $ | -871 $ | -0,3 % | |||||||||
| Weil Company, Inc. | 345.820 $ | |||||||||||
| BOYUM WEALTH ARCHITECTS LLC | 344.117 $ | |||||||||||
| OSTERWEIS CAPITAL MANAGEMENT INC | 262.649 $ | -81.395 $ | -23,7 % | 344.044 $ | +5.426 $ | +1,6 % | 338.618 $ | +170.488 $ | +101,4 % | |||
| Pacific Asset Management, LLC | 343.153 $ | +11.807 $ | +3,6 % | 331.346 $ | +59.028 $ | +21,7 % | 272.318 $ | -24.306 $ | -8,2 % | 296.624 $ | +6.392 $ | +2,2 % |
| WEST MICHIGAN ADVISORS, LLC | 320.227 $ | +57.401 $ | +21,8 % | 262.826 $ | -79.116 $ | -23,1 % | 341.942 $ | -29.183 $ | -7,9 % | |||
| Capstone Wealth Management Group LLC | 331.988 $ | -9.935 $ | -2,9 % | 341.923 $ | +2.356 $ | +0,7 % | ||||||
| Enhancing Capital LLC | 337.295 $ | -573 $ | -0,2 % | 337.868 $ | -3.916 $ | -1,1 % | 341.784 $ | |||||
| COREPATH WEALTH PARTNERS LLC | 341.180 $ | +38.539 $ | +12,7 % | 302.641 $ | -1.266 $ | -0,4 % | 303.907 $ | +16.968 $ | +5,9 % | |||
| FLYWHEEL PRIVATE WEALTH LLC | 337.032 $ | -1.008 $ | -0,3 % | 338.040 $ | +36.728 $ | +12,2 % | 301.312 $ | +768 $ | +0,3 % | |||
| WILLNER & HELLER, LLC | 335.118 $ | +59.647 $ | +21,7 % | 275.471 $ | -35.173 $ | -11,3 % | 310.644 $ | +6.772 $ | +2,2 % | |||
| Econ Financial Services Corp | 334.785 $ | +3.834 $ | +1,2 % | 330.951 $ | -10.340.028 $ | -96,9 % | ||||||
| Richwood Investment Advisors, LLC | 334.115 $ | +29.971 $ | +9,9 % | 304.144 $ | -21.940 $ | -6,7 % | 326.084 $ | +1.231 $ | +0,4 % | |||
| Avail Investment Partners, LLC | 333.709 $ | +7.337 $ | +2,2 % | 326.372 $ | +38.372 $ | +13,3 % | 288.000 $ | |||||
| Investment Research Partners LLC | 333.709 $ | +7.337 $ | +2,2 % | 326.372 $ | +38.590 $ | +13,4 % | 287.782 $ | +4.421 $ | +1,6 % | 283.361 $ | -408.468 $ | -59,0 % |
| Ramirez Asset Management, Inc. | 328.643 $ | +48.887 $ | +17,5 % | 279.756 $ | +4.091 $ | +1,5 % | 275.665 $ | +4.083 $ | +1,5 % | |||
| Nicht ausgewiesen | 328.329 $ | +10.985 $ | +3,5 % | 317.344 $ | ||||||||
| Element Wealth, LLC | 318.412 $ | -6.833 $ | -2,1 % | 325.245 $ | -2.924 $ | -0,9 % | 328.169 $ | -2.501 $ | -0,8 % | |||
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 326.893 $ | -3.793.060 $ | -92,1 % | |||||||||
| Investment Partners Asset Management, Inc. | 283.658 $ | -24.707 $ | -8,0 % | 308.365 $ | +50.916 $ | +19,8 % | 257.449 $ | -68.551 $ | -21,0 % | 326.000 $ | +224 $ | +0,1 % |
| Garton & Associates Financial Advisors LLC | 325.752 $ | |||||||||||
| Total Wealth Planning & Management, Inc. | 325.621 $ | |||||||||||
| Security National Bank | 235.553 $ | -285 $ | -0,1 % | 235.838 $ | -89.603 $ | -27,5 % | 325.441 $ | -204.774 $ | -38,6 % | |||
| Cornerstone Management, Inc. | 294.456 $ | -30.623 $ | -9,4 % | 325.079 $ | +66.265 $ | +25,6 % | 258.814 $ | -7.855 $ | -2,9 % | 266.669 $ | +2.499 $ | +0,9 % |
| Clarity Wealth Advisors, LLC | 324.765 $ | +11.006 $ | +3,5 % | 313.759 $ | +55.804 $ | +21,6 % | 257.955 $ | -23.200 $ | -8,3 % | 281.155 $ | -8.902 $ | -3,1 % |
| Sound Portfolio Advisors, LLC | 323.359 $ | +54.309 $ | +20,2 % | 269.050 $ | ||||||||
| Objective Capital Management, LLC | 306.124 $ | -16.966 $ | -5,3 % | 323.090 $ | +65.985 $ | +25,7 % | 257.105 $ | -60.013 $ | -18,9 % | 317.118 $ | ||
| GARRISON POINT ADVISORS, LLC | 322.047 $ | -661 $ | -0,2 % | 322.708 $ | ||||||||
| SP Asset Management LLC | 321.702 $ | |||||||||||
| Compton Financial Group, LLC | 320.817 $ | +37.934 $ | +13,4 % | 282.883 $ | +4.345 $ | +1,6 % | 278.538 $ | +8.842 $ | +3,3 % | |||
| HC Advisors, LLC | 316.384 $ | -383 $ | -0,1 % | 316.767 $ | -3.828 $ | -1,2 % | 320.595 $ | -1.378 $ | -0,4 % | |||
| Raleigh Capital Management Inc. | 217.980 $ | -42.807 $ | -16,4 % | 260.787 $ | -59.303 $ | -18,5 % | 320.090 $ | +145.851 $ | +83,7 % | |||
| Pine Haven Investment Counsel, Inc | 317.226 $ | -964 $ | -0,3 % | 318.190 $ | -1.846 $ | -0,6 % | 320.036 $ | -803 $ | -0,3 % | |||
| TSFG, LLC | 319.000 $ | +10.000 $ | +3,2 % | 309.000 $ | -11.000 $ | -3,4 % | 320.000 $ | -427.000 $ | -57,2 % | |||
| DENVER WEALTH MANAGEMENT, INC. | 319.775 $ | |||||||||||
| Private Wealth Management Group, LLC | 305.995 $ | -11.625 $ | -3,7 % | 317.620 $ | +43.088 $ | +15,7 % | 274.532 $ | -45.034 $ | -14,1 % | 319.566 $ | +65.598 $ | +25,8 % |
| Sentry LLC | 258.867 $ | +45.305 $ | +21,2 % | 213.562 $ | -104.902 $ | -32,9 % | 318.464 $ | +5.440 $ | +1,7 % | |||
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 318.203 $ | |||||||||||
| Peak Retirement Planning, Inc. | 317.182 $ | +16.809 $ | +5,6 % | 300.373 $ | +89.325 $ | +42,3 % | 211.048 $ | -16.056 $ | -7,1 % | |||
| Traction Financial Partners, LLC | 313.518 $ | +45.436 $ | +16,9 % | 268.082 $ | -48.346 $ | -15,3 % | 316.428 $ | +477 $ | +0,2 % | |||
| Keudell/Morrison Wealth Management | 287.222 $ | -29.199 $ | -9,2 % | 316.421 $ | +49.568 $ | +18,6 % | 266.853 $ | +23.726 $ | +9,8 % | 243.127 $ | ||
| Integrity Financial Corp /WA | 316.175 $ | +33.010 $ | +11,7 % | |||||||||
| Wealth Watch Advisors, INC | 316.090 $ | +44.321 $ | +16,3 % | 271.769 $ | +10.612 $ | +4,1 % | 261.157 $ | +9.817 $ | +3,9 % | |||
| Financially in Tune, LLC | 314.272 $ | |||||||||||
| Directional Asset Management | 314.230 $ | +43.622 $ | +16,1 % | 270.608 $ | +41.266 $ | +18,0 % | 229.342 $ | +21.346 $ | +10,3 % | 207.996 $ | ||
| Marquette Asset Management, LLC | 314.212 $ | +9.661 $ | +3,2 % | 304.551 $ | +41.493 $ | +15,8 % | 263.058 $ | -16.495 $ | -5,9 % | 279.553 $ | +7.880 $ | +2,9 % |
| Jones Kertz & Associates, Inc. | 313.437 $ | +44.619 $ | +16,6 % | 268.818 $ | ||||||||
| WealthTrust Axiom LLC | 312.251 $ | +111.417 $ | +55,5 % | 200.834 $ | ||||||||
| Kellett Wealth Advisors, LLC | 310.976 $ | +35.190 $ | +12,8 % | 275.786 $ | ||||||||
| Sandhill Capital Partners LLC | 310.782 $ | |||||||||||
| Teamwork Financial Advisors, LLC | 310.541 $ | |||||||||||
| TWIN PEAKS WEALTH ADVISORS, LLC | 243.139 $ | -67.291 $ | -21,7 % | 310.430 $ | +88.061 $ | +39,6 % | ||||||
| Team Financial Group, LLC | 308.369 $ | +16.852 $ | +5,8 % | 291.517 $ | +12.781 $ | +4,6 % | ||||||
| CORA CAPITAL ADVISORS LLC | 308.333 $ | -630 $ | -0,2 % | |||||||||
| Mascagni Wealth Management, Inc. | 306.625 $ | +40.114 $ | +15,1 % | 266.511 $ | -2.220 $ | -0,8 % | 268.731 $ | +4.402 $ | +1,7 % | |||
| Register Financial Advisors LLC | 302.337 $ | -4.254 $ | -1,4 % | 306.591 $ | +56.858 $ | +22,8 % | 249.733 $ | +618 $ | +0,2 % | |||
| Fonville Wealth Management LLC | 306.400 $ | +7.869 $ | +2,6 % | 298.531 $ | -1.732 $ | -0,6 % | 300.263 $ | -8.826 $ | -2,9 % | |||
| Madrona Financial Services, LLC | 305.679 $ | |||||||||||
| Millstone Evans Group, LLC | 305.127 $ | +21.052 $ | +7,4 % | 284.075 $ | -330 $ | -0,1 % | 284.405 $ | +6.197 $ | +2,2 % | |||
| James Reed Financial Services, Inc. | 304.316 $ | +35.575 $ | +13,2 % | 268.741 $ | -29.547 $ | -9,9 % | 298.288 $ | -2.962 $ | -1,0 % | |||
| Painted Porch Advisors LLC | 303.963 $ | +37.902 $ | +14,2 % | 266.061 $ | +8.967 $ | +3,5 % | 257.094 $ | -154.998 $ | -37,6 % | |||
| Forefront Wealth Partners, LLC | 303.898 $ | +13.641 $ | +4,7 % | 290.257 $ | +80.656 $ | +38,5 % | 209.601 $ | -16.418.004 $ | -98,7 % | |||
| Truvestments Capital LLC | 303.710 $ | +284.755 $ | +1.502,3 % | 18.955 $ | +8.302 $ | +77,9 % | 10.653 $ | +5.351 $ | +100,9 % | |||
| MOTIVE WEALTH ADVISORS | 302.654 $ | +42.908 $ | +16,5 % | 259.746 $ | -28.558 $ | -9,9 % | 288.304 $ | |||||
| Farnam Financial LLC | 301.537 $ | -2.238 $ | -0,7 % | |||||||||
| Morton Capital Management LLC/CA | 301.398 $ | |||||||||||
| Well Done, LLC | 300.874 $ | +98.179 $ | +48,4 % | 202.695 $ | ||||||||
| Synergy Asset Management, LLC | 300.846 $ | +28.185 $ | +10,3 % | 272.661 $ | ||||||||
| Covenant Asset Management, LLC | 300.503 $ | +55.905 $ | +22,9 % | 244.598 $ | -902 $ | -0,4 % | 245.500 $ | -1.823 $ | -0,7 % | 247.323 $ | -1.739 $ | -0,7 % |
| FinDec Wealth Services, Inc. | 300.160 $ | |||||||||||
| Paragon Private Wealth Management, LLC | 247.035 $ | +33.811 $ | +15,9 % | 213.224 $ | -86.808 $ | -28,9 % | 300.032 $ | +46.809 $ | +18,5 % | |||
| Ballast Rock Private Wealth LLC | 299.978 $ | +5.607 $ | +1,9 % | 294.371 $ | -838 $ | -0,3 % | 295.209 $ | |||||
| Glaxis Capital Management, LLC | 299.700 $ | +49.485 $ | +19,8 % | 250.215 $ | +8.433 $ | +3,5 % | 241.782 $ | +1.068 $ | +0,4 % | |||
| BURKE & HERBERT BANK & TRUST CO | 299.425 $ | +72.636 $ | +32,0 % | 226.789 $ | +7.643 $ | +3,5 % | 219.146 $ | +968 $ | +0,4 % | |||
| LOCKERMAN FINANCIAL GROUP, INC. | 289.209 $ | +16.359 $ | +6,0 % | 272.850 $ | -26.303 $ | -8,8 % | 299.153 $ | -43.043 $ | -12,6 % | |||
| Stephens Consulting, LLC | 298.950 $ | -57.757 $ | -16,2 % | |||||||||
| ACCESS FINANCIAL SERVICES, INC. | 298.275 $ | |||||||||||
| DOPKINS WEALTH MANAGEMENT, LLC | 298.028 $ | +52.964 $ | +21,6 % | 245.064 $ | -22.074 $ | -8,3 % | 267.138 $ | -951 $ | -0,4 % | |||
| STRATEGIC ADVISORY PARTNERS, LLC | 297.924 $ | |||||||||||
| ARCADIA INVESTMENT ADVISORS LLC | 291.715 $ | -3.243 $ | -1,1 % | 294.958 $ | -1.723 $ | -0,6 % | 296.681 $ | -963 $ | -0,3 % | 297.644 $ | +4.335 $ | +1,5 % |
| Rye Brook Capital LLC | 297.000 $ | |||||||||||
| Clearstead Trust, LLC | 252.190 $ | -44.284 $ | -14,9 % | 296.474 $ | +251.209 $ | +555,0 % | 45.265 $ | +3.192 $ | +7,6 % | |||
| Golden Reserve Retirement LLC | 208.034 $ | -87.771 $ | -29,7 % | 295.805 $ | ||||||||
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 295.652 $ | +6.071 $ | +2,1 % | |||||||||
| Sicart Associates LLC | 295.625 $ | +41.912 $ | +16,5 % | 253.713 $ | -27.895 $ | -9,9 % | 281.608 $ | +2.891 $ | +1,0 % | |||
| Gradient Investments LLC | 294.805 $ | |||||||||||
| Swan Global Investments, LLC | 294.686 $ | +41.556 $ | +16,4 % | 253.130 $ | -13.285 $ | -5,0 % | 266.415 $ | -5.231 $ | -1,9 % | |||
| WARNER FINANCIAL, INC | 294.664 $ | +46.664 $ | +18,8 % | 248.000 $ | -14.000 $ | -5,3 % | 262.000 $ | +8.000 $ | +3,1 % | |||
| HAMILTON CAPITAL PARTNERS, LLC | 294.189 $ | |||||||||||
| GENTRY PRIVATE WEALTH, LLC | 293.068 $ | +41.549 $ | +16,5 % | 251.519 $ | -27.654 $ | -9,9 % | 279.173 $ | +2.866 $ | +1,0 % | |||
| Tannin Capital LLC | 292.286 $ | +71.325 $ | +32,3 % | 220.961 $ | -19.853 $ | -8,2 % | 240.814 $ | |||||
| S.A. Mason LLC | 279.264 $ | -12.874 $ | -4,4 % | 292.138 $ | +183.735 $ | +169,5 % | 108.403 $ | -103.763 $ | -48,9 % | 212.166 $ | -728 $ | -0,3 % |
| Steigerwald, Gordon & Koch Inc. | 237.789 $ | +36.544 $ | +18,2 % | 201.245 $ | -89.861 $ | -30,9 % | 291.106 $ | +79.937 $ | +37,9 % | |||
| Retirement Solution LLC | 290.952 $ | +51.710 $ | +21,6 % | 239.242 $ | -21.595 $ | -8,3 % | 260.837 $ | +5.410 $ | +2,1 % | |||
| STRATEGY ASSET MANAGERS LLC | 200.353 $ | -3.488 $ | -1,7 % | 203.841 $ | -86.296 $ | -29,7 % | 290.137 $ | -21.910 $ | -7,0 % | |||
| Sprinkle Financial Consultants LLC | 289.731 $ | +10.028 $ | +3,6 % | 279.703 $ | +49.852 $ | +21,7 % | 229.851 $ | |||||
| Third View Private Wealth, LLC | 289.691 $ | |||||||||||
| Summit Financial Wealth Advisors, LLC | 289.179 $ | +45.285 $ | +18,6 % | 243.894 $ | ||||||||
| REGATTA CAPITAL GROUP, LLC | 288.373 $ | +50.469 $ | +21,2 % | 237.904 $ | +1.544 $ | +0,7 % | 236.360 $ | +4.037 $ | +1,7 % | |||
| SEAVIEW INVESTMENT MANAGERS LLC | 282.534 $ | -5.745 $ | -2,0 % | 288.279 $ | +66.257 $ | +29,8 % | 222.022 $ | -48.259 $ | -17,9 % | |||
| VIRTUE ASSET MANAGEMENT LLC | 287.575 $ | |||||||||||
| Amplius Wealth Advisors, LLC | 286.299 $ | +1.976 $ | +0,7 % | 284.323 $ | +39.870 $ | +16,3 % | 244.453 $ | -27.607 $ | -10,1 % | 272.060 $ | +2.794 $ | +1,0 % |
| Ellevest, Inc. | 285.528 $ | +40.481 $ | +16,5 % | 245.047 $ | -26.943 $ | -9,9 % | 271.990 $ | -9.137 $ | -3,3 % | |||
| LYNCH & ASSOCIATES/IN | 282.035 $ | -2.938 $ | -1,0 % | 284.973 $ | +20.046 $ | +7,6 % | 264.927 $ | -1.378 $ | -0,5 % | 266.305 $ | +6.994 $ | +2,7 % |
| Sterling Group Wealth Management, LLC | 284.730 $ | +20.029 $ | +7,6 % | 264.701 $ | -1.377 $ | -0,5 % | 266.078 $ | +6.988 $ | +2,7 % | |||
| WALLER FINANCIAL PLANNING GROUP, INC | 284.577 $ | +43.280 $ | +17,9 % | 241.297 $ | +6.025 $ | +2,6 % | 235.272 $ | |||||
| American State Bank (Iowa) | 282.782 $ | +46.692 $ | +19,8 % | 236.090 $ | +7.956 $ | +3,5 % | 228.134 $ | +1.008 $ | +0,4 % | |||
| Latko Wealth Management, Ltd. | 282.525 $ | +24.456 $ | +9,5 % | 258.069 $ | -6.057 $ | -2,3 % | 264.126 $ | -22.210 $ | -7,8 % | |||
| Vertex Planning Partners, LLC | 282.077 $ | +39.991 $ | +16,5 % | 242.086 $ | -39.157 $ | -13,9 % | 281.243 $ | -278.172 $ | -49,7 % | |||
| Harvest Investment Advisors, LLC | 279.873 $ | +48.981 $ | +21,2 % | 230.892 $ | ||||||||
| Weinberger Asset Management, Inc | 278.580 $ | +28.502 $ | +11,4 % | 250.078 $ | +9.659 $ | +4,0 % | 240.419 $ | +2.940 $ | +1,2 % | |||
| Hubbell Strickland Wealth Management, LLC | 265.050 $ | +2.208 $ | +0,8 % | 262.842 $ | -15.648 $ | -5,6 % | 278.490 $ | +8.156 $ | +3,0 % | |||
| Triton Financial Group Inc | 255.741 $ | -22.517 $ | -8,1 % | 278.258 $ | -699 $ | -0,3 % | ||||||
| Camarda Financial Advisors, LLC | 278.242 $ | |||||||||||
| FIDUCIARY FINANCIAL GROUP, LLC | 277.791 $ | +35.435 $ | +14,6 % | |||||||||
| Asset Management Advisors, LLC | 274.670 $ | +14.226 $ | +5,5 % | 260.444 $ | -16.718 $ | -6,0 % | 277.162 $ | -31.618 $ | -10,2 % | |||
| William Howard & Co Financial Advisors Inc | 277.016 $ | +45.739 $ | +19,8 % | 231.277 $ | +7.795 $ | +3,5 % | 223.482 $ | +3.905 $ | +1,8 % | |||
| Poehling Capital Management, INC. | 248.934 $ | -28.075 $ | -10,1 % | 277.009 $ | -27.018 $ | -8,9 % | ||||||
| Comprehensive Financial Planning, Inc./PA | 275.303 $ | +33.824 $ | +14,0 % | 241.479 $ | +9.311 $ | +4,0 % | 232.168 $ | +6.146 $ | +2,7 % | |||
| Gold Investment Management Ltd. | 135.806 $ | -45.015 $ | -24,9 % | 180.821 $ | -94.404 $ | -34,3 % | 275.225 $ | +259.120 $ | +1.608,9 % | 16.105 $ | -41 $ | -0,3 % |
| BOS Asset Management, LLC | 274.576 $ | +6.037 $ | +2,2 % | 268.539 $ | +53.406 $ | +24,8 % | 215.133 $ | |||||
| Trust Co | 274.538 $ | +58.847 $ | +27,3 % | 215.691 $ | +71.457 $ | +49,5 % | 144.234 $ | -10.616 $ | -6,9 % | 154.850 $ | +58.450 $ | +60,6 % |
| Pioneer Family Office, LLC | 274.533 $ | +40.286 $ | +17,2 % | 234.247 $ | +63.679 $ | +37,3 % | 170.568 $ | |||||
| Quintet Private Bank (Europe) S.A. | 253.662 $ | -20.747 $ | -7,6 % | 274.409 $ | +48.025 $ | +21,2 % | 226.384 $ | +1.469 $ | +0,7 % | 224.915 $ | +3.842 $ | +1,7 % |
| Dougherty & Associates, LLC | 272.615 $ | +2.293 $ | +0,8 % | 270.322 $ | -3.853 $ | -1,4 % | 274.175 $ | |||||
| Strid Group, LLC | 257.756 $ | -15.851 $ | -5,8 % | 273.607 $ | ||||||||
| Y-Intercept (Hong Kong) Ltd | 273.558 $ | |||||||||||
| CIBC Asset Management Inc | 273.355 $ | +19.229 $ | +7,6 % | 254.126 $ | -1.322 $ | -0,5 % | 255.448 $ | |||||
| Stonebridge Financial Group, LLC / MO | 272.535 $ | +28.622 $ | +11,7 % | 243.913 $ | -15.294 $ | -5,9 % | 259.207 $ | |||||
| Global Wealth Strategies & Associates | 222.223 $ | -50.197 $ | -18,4 % | 272.420 $ | -138.644 $ | -33,7 % | ||||||
| Westchester Capital Management, Inc. | 269.105 $ | -1.192 $ | -0,4 % | 270.297 $ | -1.225 $ | -0,5 % | 271.522 $ | -619 $ | -0,2 % | |||
| Marex Group Ltd | 271.257 $ | -16.891.153 $ | -98,4 % | |||||||||
| Amtrust Financial Services, Inc. | 271.192 $ | |||||||||||
| C2C Wealth Management, LLC | 247.164 $ | -23.440 $ | -8,7 % | 270.604 $ | -678 $ | -0,2 % | ||||||
| Meritas Wealth Management, LLC | 270.532 $ | +10.145 $ | +3,9 % | 260.387 $ | +879 $ | +0,3 % | 259.508 $ | -842 $ | -0,3 % | 260.350 $ | +2.705 $ | +1,0 % |
| KW WEALTH MANAGEMENT LLC | 270.334 $ | -670 $ | -0,2 % | |||||||||
| LVM CAPITAL MANAGEMENT LTD/MI | 240.000 $ | +0 $ | +0,0 % | 240.000 $ | -28.000 $ | -10,4 % | 268.000 $ | -23.000 $ | -7,9 % | |||
| Guardian Partners Inc. | 255.632 $ | -11.478 $ | -4,3 % | 267.110 $ | ||||||||
| KEB ASSET MANAGEMENT, LLC | 265.973 $ | +37.708 $ | +16,5 % | 228.265 $ | -25.097 $ | -9,9 % | 253.362 $ | -19.932 $ | -7,3 % | |||
| WRAPMANAGER INC | 265.017 $ | |||||||||||
| LEGACY FINANCIAL GROUP, INC. | 264.408 $ | +1.356 $ | +0,5 % | 263.052 $ | +18.504 $ | +7,6 % | 244.548 $ | -1.272 $ | -0,5 % | 245.820 $ | +6.456 $ | +2,7 % |
| Hardworking Capital Advisors, LLC | 263.400 $ | -788 $ | -0,3 % | 264.188 $ | +11.086 $ | +4,4 % | 253.102 $ | |||||
| CAHILL FINANCIAL ADVISORS INC | 264.183 $ | +36.030 $ | +15,8 % | 228.153 $ | +9.284 $ | +4,2 % | 218.869 $ | -92.568 $ | -29,7 % | |||
| MONEYWISE, INC. | 245.745 $ | -3.411 $ | -1,4 % | 249.156 $ | -14.640 $ | -5,5 % | 263.796 $ | -1.226 $ | -0,5 % | |||
| Midway Capital Research & Management | 263.400 $ | +28.018 $ | +11,9 % | 235.382 $ | ||||||||
| United Financial Planning Group LLC | 210.833 $ | +1.557 $ | +0,7 % | 209.276 $ | -53.458 $ | -20,3 % | 262.734 $ | +12.391 $ | +4,9 % | |||
| Elevation Wealth Management LLC | 262.236 $ | +46.568 $ | +21,6 % | 215.668 $ | ||||||||
| Index Technologies Group LLC | 262.077 $ | +53.194 $ | +25,5 % | 208.883 $ | ||||||||
| TRITONPOINT WEALTH, LLC | 261.818 $ | +622 $ | +0,2 % | |||||||||
| Resurgent Financial Advisors LLC | 261.598 $ | +33.568 $ | +14,7 % | 228.030 $ | -21.758 $ | -8,7 % | 249.788 $ | +5.454 $ | +2,2 % | |||
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 261.091 $ | |||||||||||
| TEXAS PERMANENT SCHOOL FUND CORP | 260.842 $ | +2.499 $ | +1,0 % | |||||||||
| Abound Wealth Management | 244.842 $ | -15.800 $ | -6,1 % | 260.642 $ | +95.108 $ | +57,5 % | 165.534 $ | -141.590 $ | -46,1 % | |||
| E&G Advisors, LLC | 254.703 $ | -2.832 $ | -1,1 % | 257.535 $ | -1.505 $ | -0,6 % | 259.040 $ | -840 $ | -0,3 % | 259.880 $ | -531 $ | -0,2 % |
| Texas Bank & Trust Co | 259.356 $ | +44.785 $ | +20,9 % | 214.571 $ | -2.593 $ | -1,2 % | 217.164 $ | -3.877 $ | -1,8 % | |||
| Soundwatch Capital LLC | 258.017 $ | |||||||||||
| ATLANTIC FAMILY WEALTH, LLC | 257.481 $ | +6.193 $ | +2,5 % | 251.288 $ | +11.301 $ | +4,7 % | 239.987 $ | |||||
| Brady Martz Wealth Solutions, LLC | 212.548 $ | -44.894 $ | -17,4 % | 257.442 $ | ||||||||
| Apriem Advisors | 257.279 $ | |||||||||||
| Alliance Wealth Advisors, LLC | 239.624 $ | -17.003 $ | -6,6 % | 256.627 $ | +31.645 $ | +14,1 % | 224.982 $ | +4.960 $ | +2,3 % | 220.022 $ | +2.794 $ | +1,3 % |
| PUREfi Wealth, LLC | 256.055 $ | +2.224 $ | +0,9 % | 253.831 $ | +35.987 $ | +16,5 % | 217.844 $ | -23.952 $ | -9,9 % | 241.796 $ | +2.483 $ | +1,0 % |
| Sylvest Advisors, LLC | 255.876 $ | |||||||||||
| Horst & Graben Wealth Management LLC | 245.364 $ | +5.855 $ | +2,4 % | 239.509 $ | -16.291 $ | -6,4 % | 255.800 $ | +2.626 $ | +1,0 % | |||
| Financial Planning Hawaii, Inc. | 255.271 $ | +2.246 $ | +0,9 % | 253.025 $ | +35.957 $ | +16,6 % | 217.068 $ | -37.474 $ | -14,7 % | 254.542 $ | ||
| Smith Thornton Advisors LLC | 243.520 $ | -11.180 $ | -4,4 % | 254.700 $ | +26.060 $ | +11,4 % | 228.640 $ | +5.040 $ | +2,3 % | 223.600 $ | +2.840 $ | +1,3 % |
| Clarity Retirement & Wealth, LLC | 231.998 $ | +30.696 $ | +15,2 % | 201.302 $ | -52.777 $ | -20,8 % | 254.079 $ | |||||
| Maxele Advisors, LLC | 251.715 $ | -2.292 $ | -0,9 % | 254.007 $ | -519 $ | -0,2 % | ||||||
| Signature Resources Capital Management, LLC | 47.078 $ | -51.562 $ | -52,3 % | 98.640 $ | -114.874 $ | -53,8 % | 213.514 $ | -39.787 $ | -15,7 % | 253.301 $ | +35.424 $ | +16,3 % |
| INSPIRION WEALTH ADVISORS, LLC | 252.961 $ | +4.690 $ | +1,9 % | 248.271 $ | +33.059 $ | +15,4 % | 215.212 $ | -23.662 $ | -9,9 % | 238.874 $ | ||
| Elevated Financial Group LLC | 252.633 $ | |||||||||||
| Azimuth Capital Investment Management LLC | 252.496 $ | |||||||||||
| RED REEF ADVISORS LLC | 251.548 $ | +3.152 $ | +1,3 % | 248.396 $ | +9.392 $ | +3,9 % | 239.004 $ | |||||
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | 251.395 $ | +332 $ | +0,1 % | 251.063 $ | +3.061 $ | +1,2 % | ||||||
| Polaris Financial Partners | 251.000 $ | |||||||||||
| ASO GROUP Ltd | 251.000 $ | +44.000 $ | +21,3 % | 207.000 $ | +1.000 $ | +0,5 % | 206.000 $ | |||||
| Cornerstone Wealth, LLC/TN | 248.787 $ | -1.991 $ | -0,8 % | 250.778 $ | ||||||||
| BOOTHBAY FUND MANAGEMENT, LLC | 250.558 $ | |||||||||||
| McHugh Group, LLC | 244.420 $ | -5.631 $ | -2,3 % | 250.051 $ | ||||||||
| Prodigy Asset Management LLC | 249.907 $ | |||||||||||
| Endowment Wealth Management, Inc. | 249.668 $ | +17.817 $ | +7,7 % | 231.851 $ | +7.873 $ | +3,5 % | 223.978 $ | -46.671 $ | -17,2 % | |||
| AMERICAN CAPITAL MANAGEMENT INC | 249.102 $ | |||||||||||
| Dynamic Technology Lab Private Ltd | 249.000 $ | |||||||||||
| Great Point Wealth Advisors, LLC | 248.747 $ | +8.323 $ | +3,5 % | 240.424 $ | +24.798 $ | +11,5 % | 215.626 $ | +4.428 $ | +2,1 % | |||
| Legacy Wealth Managment, LLC/ID | 248.730 $ | +13.312 $ | +5,7 % | 235.418 $ | +77.828 $ | +49,4 % | ||||||
| American Institute for Advanced Investment Management, LLP | 248.710 $ | |||||||||||
| FSC Wealth Advisors, LLC | 248.639 $ | -1.820.067 $ | -88,0 % | |||||||||
| Ariston Services Group | 242.887 $ | -5.354 $ | -2,2 % | 248.241 $ | ||||||||
| Investmark Advisory Group LLC | 228.123 $ | +3.474 $ | +1,5 % | 224.649 $ | -23.372 $ | -9,4 % | 248.021 $ | +789 $ | +0,3 % | |||
| Roxbury Financial LLC | 233.421 $ | -13.519 $ | -5,5 % | 246.940 $ | +30.593 $ | +14,1 % | 216.347 $ | -21.609 $ | -9,1 % | 237.956 $ | -95.671 $ | -28,7 % |
| Greykasell Wealth Strategies, Inc. | 201.417 $ | -45.435 $ | -18,4 % | 246.852 $ | +15.375 $ | +6,6 % | 231.477 $ | +4.639 $ | +2,0 % | |||
| SageGuard Financial Group, LLC | 246.534 $ | +15.283 $ | +6,6 % | 231.251 $ | -1.454 $ | -0,6 % | 232.705 $ | |||||
| VAUGHAN DAVID INVESTMENTS LLC/IL | 246.000 $ | |||||||||||
| Greenhouse Wealth Management, LLC | 245.783 $ | |||||||||||
| GGM Financial LLC | 244.974 $ | +62.490 $ | +34,2 % | 182.484 $ | -25.858 $ | -12,4 % | 208.342 $ | +4.337 $ | +2,1 % | |||
| Wealth Advisory Solutions, LLC | 226.500 $ | -18.404 $ | -7,5 % | 244.904 $ | +42.661 $ | +21,1 % | 202.243 $ | |||||
| Networth Advisors, LLC | 176.187 $ | +22.654 $ | +14,8 % | 153.533 $ | -91.053 $ | -37,2 % | 244.586 $ | |||||
| Callahan Advisors, LLC | 233.375 $ | -108 $ | -0,0 % | 233.483 $ | -11.089 $ | -4,5 % | 244.572 $ | -17.650 $ | -6,7 % | |||
| Edgemoor Investment Advisors, Inc. | 244.340 $ | |||||||||||
| J HAGAN CAPITAL, INC. | 243.964 $ | |||||||||||
| Lauterbach Financial Advisors, LLC | 243.940 $ | +8.218 $ | +3,5 % | 235.722 $ | +24.383 $ | +11,5 % | 211.339 $ | -727.438 $ | -77,5 % | |||
| USA FINANCIAL FORMULAS | 45.576 $ | -198.051 $ | -81,3 % | 243.627 $ | ||||||||
| NORTHCAPE WEALTH MANAGEMENT, LLC | 243.500 $ | -16.298 $ | -6,3 % | |||||||||
| KFA Private Wealth Group, LLC | 243.215 $ | |||||||||||
| ELLERSON GROUP INC /ADV | 242.840 $ | +42.500 $ | +21,2 % | 200.340 $ | ||||||||
| Oceanside Advisors LLC | 242.840 $ | +42.500 $ | +21,2 % | 200.340 $ | ||||||||
| PATRON PARTNERS, LLC | 241.736 $ | +34.402 $ | +16,6 % | 207.334 $ | -22.649 $ | -9,8 % | 229.983 $ | +2.486 $ | +1,1 % | |||
| IMPACTfolio, LLC | 238.038 $ | -3.674 $ | -1,5 % | 241.712 $ | +6.557 $ | +2,8 % | 235.155 $ | +10.348 $ | +4,6 % | |||
| FOURPATH CAPITAL MANAGEMENT, LLC | 236.341 $ | -2.628 $ | -1,1 % | 238.969 $ | -1.396 $ | -0,6 % | 240.365 $ | -780 $ | -0,3 % | 241.145 $ | -493 $ | -0,2 % |
| Shared Vision Wealth Group LLC | 240.985 $ | +18.848 $ | +8,5 % | 222.137 $ | -1.709 $ | -0,8 % | 223.846 $ | |||||
| Lynch Investment Planning, LLC | 240.890 $ | +29.220 $ | +13,8 % | 211.670 $ | ||||||||
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 224.404 $ | +22.185 $ | +11,0 % | 202.219 $ | -38.665 $ | -16,1 % | 240.884 $ | |||||
| Advocacy Wealth Management, LLC | 240.367 $ | +16.610 $ | +7,4 % | 223.757 $ | -6.347 $ | -2,8 % | 230.104 $ | -9.676 $ | -4,0 % | |||
| Harrington Investments, INC | 231.750 $ | -5.340 $ | -2,3 % | 237.090 $ | -720 $ | -0,3 % | 237.810 $ | -1.380 $ | -0,6 % | 239.190 $ | -600 $ | -0,3 % |
| Artesa Financial Group, LLC | 239.004 $ | |||||||||||
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 238.922 $ | +49.266 $ | +26,0 % | 189.656 $ | -2.622 $ | -1,4 % | 192.278 $ | +30.378 $ | +18,8 % | |||
| Ninety One North America, Inc. | 238.320 $ | |||||||||||
| WPG Advisers, LLC | 214.835 $ | -20.358 $ | -8,7 % | 235.193 $ | -2.987 $ | -1,3 % | 238.180 $ | -65.077 $ | -21,5 % | |||
| CDM FINANCIAL COUNSELING SERVICES, INC. | 237.635 $ | +7.952 $ | +3,5 % | 229.683 $ | +29.617 $ | +14,8 % | 200.066 $ | |||||
| New Covenant Trust Company, N.A. | 237.401 $ | +5.220 $ | +2,2 % | 232.181 $ | +27.453 $ | +13,4 % | 204.728 $ | +1.354 $ | +0,7 % | 203.374 $ | ||
| Alpha Financial Partners LLC | 237.151 $ | +9.860 $ | +4,3 % | 227.291 $ | -3.716 $ | -1,6 % | ||||||
| Tarbox Family Office, Inc. | 237.010 $ | +2.768 $ | +1,2 % | |||||||||
| Simmons Bank | 236.874 $ | +20.569 $ | +9,5 % | 216.305 $ | ||||||||
| VISION FINANCIAL MARKETS LLC | 65.087 $ | -167.715 $ | -72,0 % | 232.802 $ | -484 $ | -0,2 % | 233.286 $ | -2.586 $ | -1,1 % | 235.872 $ | -954 $ | -0,4 % |
| Brickley Wealth Management | 233.266 $ | -1.362 $ | -0,6 % | 234.628 $ | -762 $ | -0,3 % | 235.390 $ | -481 $ | -0,2 % | |||
| HMS Capital Management, LLC | 234.395 $ | |||||||||||
| Colonial Trust Co / SC | 156.603 $ | -76.327 $ | -32,8 % | 232.930 $ | +64.694 $ | +38,5 % | 168.236 $ | -7.956 $ | -4,5 % | |||
| Wealth Group Ltd | 219.467 $ | -13.317 $ | -5,7 % | 232.784 $ | +7.245 $ | +3,2 % | ||||||
| POM Investment Strategies, LLC | 37.347 $ | +17.355 $ | +86,8 % | 19.992 $ | -212.256 $ | -91,4 % | 232.248 $ | +208.534 $ | +879,4 % | 23.714 $ | +15.555 $ | +190,6 % |
| WealthPLAN Partners, LLC | 232.098 $ | -4.068 $ | -1,7 % | |||||||||
| Mullooly Asset Management, Inc. | 231.461 $ | +24.381 $ | +11,8 % | 207.080 $ | +4.515 $ | +2,2 % | ||||||
| Sloy Dahl & Holst, LLC | 230.808 $ | +28.461 $ | +14,1 % | 202.347 $ | ||||||||
| Latitude Advisors, LLC | 230.396 $ | |||||||||||
| LifeSteps Financial, Inc. | 230.034 $ | |||||||||||
| Kingsman Wealth Management, Inc. | 229.662 $ | |||||||||||
| LFG Wealth Partners, LLC | 229.455 $ | |||||||||||
| QUANTUM FINANCIAL PARTNERS LLC | 213.871 $ | -15.154 $ | -6,6 % | 229.025 $ | ||||||||
| SECURED RETIREMENT ADVISORS, LLC | 228.969 $ | |||||||||||
| Mountain Capital Investment Advisors Inc. | 228.840 $ | -30.524 $ | -11,8 % | |||||||||
| Gambit Capital Management, LLC | 228.429 $ | |||||||||||
| Split Rock Private Trading & Wealth Management, LLC | 216.136 $ | -11.978 $ | -5,3 % | 228.114 $ | +7.585 $ | +3,4 % | 220.529 $ | +11.991 $ | +5,8 % | 208.538 $ | ||
| Krane Financial Solutions LLC | 227.809 $ | |||||||||||
| Capital Investment Counsel, Inc | 142.911 $ | -84.869 $ | -37,3 % | 227.780 $ | +455 $ | +0,2 % | 227.325 $ | -210 $ | -0,1 % | 227.535 $ | -12.040 $ | -5,0 % |
| Piscataqua Savings Bank | 214.894 $ | -12.143 $ | -5,3 % | 227.037 $ | +67.053 $ | +41,9 % | 159.984 $ | -4.911 $ | -3,0 % | 164.895 $ | +74.971 $ | +83,4 % |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 226.867 $ | |||||||||||
| DecisionMap Wealth Management, LLC | 226.334 $ | +15.232 $ | +7,2 % | 211.102 $ | -1.465 $ | -0,7 % | 212.567 $ | +6.927 $ | +3,4 % | |||
| Plus Group Wealth Advisors LLC | 211.437 $ | -11.718 $ | -5,3 % | 223.155 $ | -270 $ | -0,1 % | 223.425 $ | -2.700 $ | -1,2 % | 226.125 $ | ||
| SwitchPoint Financial Planning, LLC | 226.088 $ | +452 $ | +0,2 % | 225.636 $ | -306 $ | -0,1 % | 225.942 $ | -11.955 $ | -5,0 % | |||
| FAIRFIELD, BUSH & CO. | 225.592 $ | |||||||||||
| LAFFER TENGLER INVESTMENTS, INC. | 224.534 $ | -965 $ | -0,4 % | |||||||||
| Planning Center, Inc. | 203.933 $ | -1.191 $ | -0,6 % | 205.124 $ | -18.696 $ | -8,4 % | 223.820 $ | -457 $ | -0,2 % | |||
| GreatBanc Trust CO | 223.155 $ | |||||||||||
| Van Hulzen Asset Management, LLC | 223.110 $ | -54.033 $ | -19,5 % | |||||||||
| DONALDSON CAPITAL MANAGEMENT, LLC | 212.925 $ | -9.362 $ | -4,2 % | 222.287 $ | -605 $ | -0,3 % | ||||||
| Aspen Wealth Management LLC | 203.803 $ | -18.209 $ | -8,2 % | 222.012 $ | -48.242 $ | -17,9 % | ||||||
| TRUST CO OF TOLEDO NA /OH/ | 136.584 $ | -85.031 $ | -38,4 % | 221.615 $ | +44.768 $ | +25,3 % | 176.847 $ | +21.873 $ | +14,1 % | 154.974 $ | -10.113 $ | -6,1 % |
| Elequin Capital, LP | 1.966 $ | -6 $ | -0,3 % | 1.972 $ | -219.304 $ | -99,1 % | 221.276 $ | |||||
| Alpha Omega Wealth Management LLC | 221.183 $ | |||||||||||
| First Financial Group Corp | 206.261 $ | -14.637 $ | -6,6 % | 220.898 $ | ||||||||
| Bellars Harris Wealth Management, LLC | 220.600 $ | |||||||||||
| Interchange Capital Partners, LLC | 220.593 $ | |||||||||||
| ProCore Advisors, LLC | 220.439 $ | |||||||||||
| VeraBank, N.A. | 210.247 $ | -9.268 $ | -4,2 % | 219.515 $ | +1.169 $ | +0,5 % | ||||||
| Genesis Wealth Advisors, LLC | 217.570 $ | -660 $ | -0,3 % | 218.230 $ | -1.267 $ | -0,6 % | 219.497 $ | -550 $ | -0,2 % | |||
| Strengthening Families & Communities, LLC | 67.470 $ | -14.310 $ | -17,5 % | 81.780 $ | +18.600 $ | +29,4 % | 63.180 $ | -155.974 $ | -71,2 % | 219.154 $ | -101.841 $ | -31,7 % |
| MAINSAIL ASSET MANAGEMENT, LLC | 206.696 $ | -8.800 $ | -4,1 % | 215.496 $ | -1.753 $ | -0,8 % | 217.249 $ | -1.473 $ | -0,7 % | 218.722 $ | -1.438 $ | -0,7 % |
| Edge Wealth Management LLC | 202.779 $ | -15.777 $ | -7,2 % | 218.556 $ | -42.134 $ | -16,2 % | ||||||
| JABODON PT CO | 218.415 $ | +39.158 $ | +21,8 % | 179.257 $ | +1.565 $ | +0,9 % | 177.692 $ | |||||
| Hamilton Point Investment Advisors, LLC | 217.949 $ | +3.723 $ | +1,7 % | |||||||||
| Carnegie Lake Advisors LLC | 217.874 $ | |||||||||||
| Blue Line Capital, LLC / IL | 217.538 $ | |||||||||||
| Aspen Capital Management, LLC | 217.405 $ | +10.308 $ | +5,0 % | 207.097 $ | +2.126 $ | +1,0 % | ||||||
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 217.197 $ | +4.628 $ | +2,2 % | 212.569 $ | ||||||||
| Annex Advisory Services, LLC | 217.183 $ | +5.858 $ | +2,8 % | 211.325 $ | -59.150 $ | -21,9 % | ||||||
| MOSELEY INVESTMENT MANAGEMENT INC | 216.198 $ | -919 $ | -0,4 % | 217.117 $ | +148 $ | +0,1 % | ||||||
| Sunflower Bank, N.A. | 217.007 $ | -26.102 $ | -10,7 % | |||||||||
| Parcion Private Wealth LLC | 216.228 $ | +2.220 $ | +1,0 % | |||||||||
| Parkshore Wealth Management, Inc. | 216.020 $ | |||||||||||
| TigerOak Management, L.L.C. | 213.684 $ | +58 $ | +0,0 % | 213.626 $ | -2.385 $ | -1,1 % | 216.011 $ | -825 $ | -0,4 % | |||
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 215.939 $ | |||||||||||
| SCHWARTZ INVESTMENT COUNSEL INC | 215.938 $ | |||||||||||
| Navalign, LLC | 214.660 $ | +155 $ | +0,1 % | 214.505 $ | -1.244 $ | -0,6 % | 215.749 $ | -542 $ | -0,3 % | |||
| ENZI WEALTH | 215.279 $ | +8.716 $ | +4,2 % | 206.563 $ | ||||||||
| SLT Holdings LLC | 215.274 $ | |||||||||||
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 215.092 $ | +2.359 $ | +1,1 % | 212.733 $ | -954 $ | -0,4 % | 213.687 $ | +2.422 $ | +1,1 % | |||
| Glassman Wealth Services | 215.048 $ | +113.326 $ | +111,4 % | 101.722 $ | +85.658 $ | +533,2 % | 16.064 $ | +324 $ | +2,1 % | |||
| Ledgewood Wealth Advisors, LLC | 200.660 $ | -14.239 $ | -6,6 % | 214.899 $ | ||||||||
| JGP Wealth Management, LLC | 214.737 $ | +3.188 $ | +1,5 % | |||||||||
| MLP3, LLC | 214.680 $ | |||||||||||
| PCM Encore, LLC | 214.484 $ | |||||||||||
| Bravias Capital Group, LLC | 214.092 $ | -175 $ | -0,1 % | 214.267 $ | ||||||||
| Mann Financial Group, Inc. | 214.181 $ | |||||||||||
| MEYER HANDELMAN CO | 212.081 $ | -1.239 $ | -0,6 % | 213.320 $ | -692 $ | -0,3 % | 214.012 $ | -437 $ | -0,2 % | |||
| Hilltop National Bank | 208.180 $ | -5.737 $ | -2,7 % | 213.917 $ | +37.681 $ | +21,4 % | 176.236 $ | -6.410 $ | -3,5 % | 182.646 $ | +3.414 $ | +1,9 % |
| EVERPAR ADVISORS LLC | 213.674 $ | |||||||||||
| SPINNAKER TRUST | 213.484 $ | |||||||||||
| GREAT OAK CAPITAL PARTNERS, LLC | 212.205 $ | -15.454 $ | -6,8 % | |||||||||
| True Vision MN LLC | 211.388 $ | |||||||||||
| Meramec Financial Planners, LLC | 161.220 $ | +51.075 $ | +46,4 % | 110.145 $ | -100.528 $ | -47,7 % | 210.673 $ | |||||
| MATRIX PRIVATE CAPITAL GROUP LLC | 210.587 $ | +1.757 $ | +0,8 % | 208.830 $ | +11.645 $ | +5,9 % | ||||||
| Altar Rock LLC | 210.513 $ | |||||||||||
| Willis Johnson & Associates, Inc. | 210.243 $ | |||||||||||
| Financial Perspectives, Inc | 210.105 $ | +29.391 $ | +16,3 % | 180.714 $ | -10.291 $ | -5,4 % | 191.005 $ | +623 $ | +0,3 % | |||
| LEE DANNER & BASS INC | 208.797 $ | -1.212 $ | -0,6 % | 210.009 $ | ||||||||
| Bullseye Investment Management, LLC | 7.271 $ | -121.384 $ | -94,3 % | 128.655 $ | -80.477 $ | -38,5 % | 209.132 $ | |||||
| Integrated Wealth Management | 206.550 $ | -1.702 $ | -0,8 % | 208.252 $ | ||||||||
| Astra Wealth Partners LLC | 208.065 $ | +7.150 $ | +3,6 % | 200.915 $ | -1.588 $ | -0,8 % | ||||||
| VanderPol Investments L.L.C. | 207.772 $ | -342 $ | -0,2 % | |||||||||
| NVWM, LLC | 151.397 $ | -13.486 $ | -8,2 % | 164.883 $ | -21.464 $ | -11,5 % | 186.347 $ | -20.874 $ | -10,1 % | 207.221 $ | -941 $ | -0,5 % |
| Tacita Capital Inc | 207.141 $ | +27.407 $ | +15,2 % | 179.734 $ | -7.972 $ | -4,2 % | 187.706 $ | +3.757 $ | +2,0 % | |||
| Everest Financial Group LLC | 206.625 $ | |||||||||||
| Castleview Partners, LLC | 203.532 $ | -2.787 $ | -1,4 % | 206.319 $ | -32.082 $ | -13,5 % | ||||||
| ACIMA PRIVATE WEALTH, LLC | 196.779 $ | -9.423 $ | -4,6 % | 206.202 $ | +28.851 $ | +16,3 % | 177.351 $ | -2.283 $ | -1,3 % | 179.634 $ | +3.654 $ | +2,1 % |
| Koesten, Hirschmann & Crabtree, INC. | 205.665 $ | +3.026 $ | +1,5 % | 202.639 $ | +69.106 $ | +51,8 % | ||||||
| Joseph Group Capital Management | 205.654 $ | +41.378 $ | +25,2 % | 164.276 $ | +65.169 $ | +65,8 % | 99.107 $ | +39.664 $ | +66,7 % | |||
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 205.564 $ | |||||||||||
| RETIREMENT GUYS FORMULA LLC | 203.581 $ | -619 $ | -0,3 % | 204.200 $ | -1.184 $ | -0,6 % | 205.384 $ | -516 $ | -0,3 % | |||
| J. L. Bainbridge & Co., Inc. | 205.128 $ | -3.140 $ | -1,5 % | |||||||||
| Echo Wealth Management, LLC | 204.890 $ | |||||||||||
| RETIREMENT INCOME SOLUTIONS, INC | 204.511 $ | +4.199 $ | +2,1 % | |||||||||
| Jackson, Grant Investment Advisers, Inc. | 204.496 $ | +28.992 $ | +16,5 % | 175.504 $ | -19.296 $ | -9,9 % | 194.800 $ | +2.000 $ | +1,0 % | |||
| Fidelis Wealth Advisors LLC | 203.581 $ | |||||||||||
| Pine Harbor Wealth Management, LLC | 203.402 $ | +728 $ | +0,4 % | 202.674 $ | ||||||||
| Tanglewood Legacy Advisors, LLC | 203.094 $ | +62.732 $ | +44,7 % | 140.362 $ | +3.635 $ | +2,7 % | 136.727 $ | +1.364 $ | +1,0 % | |||
| PATTON ALBERTSON MILLER GROUP, LLC | 202.753 $ | |||||||||||
| Tanager Wealth Management LLP | 200.553 $ | -1.164 $ | -0,6 % | 201.717 $ | -506 $ | -0,3 % | ||||||
| YCG, LLC | 200.954 $ | |||||||||||
| Founders Capital Management | 200.924 $ | +38.277 $ | +23,5 % | 162.647 $ | +3.974 $ | +2,5 % | 158.673 $ | +671 $ | +0,4 % | |||
| BROGAN FINANCIAL, INC. | 200.711 $ | |||||||||||
| Granite Harbor Advisors, Inc. | 200.498 $ | -359.170 $ | -64,2 % | |||||||||
| Cedarwood Wealth LLC | 200.359 $ | |||||||||||
| MADDEN SECURITIES Corp | 200.343 $ | |||||||||||
| Bernard Wealth Management Corp. | 188.312 $ | -6.427 $ | -3,3 % | 194.739 $ | -5.266 $ | -2,6 % | 200.005 $ | -585 $ | -0,3 % | |||
| Northwest Capital Management Inc | 199.429 $ | -562.307 $ | -73,8 % | |||||||||
| Cheviot Value Management, LLC | 274 $ | -2 $ | -0,7 % | 276 $ | -197.122 $ | -99,9 % | 197.398 $ | -6.940 $ | -3,4 % | |||
| Privatperson | 196.305 $ | +34.860 $ | +21,6 % | 161.445 $ | -31.507 $ | -16,3 % | 192.952 $ | +148.312 $ | +332,2 % | |||
| Accent Capital Management, LLC | 191.715 $ | |||||||||||
| Motiv8 Investments LLC | 189.000 $ | -828.054 $ | -81,4 % | |||||||||
| HighMark Wealth Management LLC | 187.771 $ | +117.329 $ | +166,6 % | 70.442 $ | -89.490 $ | -56,0 % | 159.932 $ | +92.201 $ | +136,1 % | |||
| Aspect Partners, LLC | 176.000 $ | -11.728 $ | -6,2 % | 187.728 $ | +24.944 $ | +15,3 % | 162.784 $ | +6.368 $ | +4,1 % | 156.416 $ | -64.332 $ | -29,1 % |
| Cranbrook Wealth Management, LLC | 183.906 $ | +26.948 $ | +17,2 % | 156.958 $ | -2.038 $ | -1,3 % | 158.996 $ | +949 $ | +0,6 % | |||
| Tripletail Wealth Management, LLC | 182.975 $ | +27.939 $ | +18,0 % | 155.036 $ | +68.515 $ | +79,2 % | 86.521 $ | -42.934 $ | -33,2 % | |||
| PROATHLETE WEALTH MANAGEMENT LLC | 166.310 $ | -11.660 $ | -6,6 % | 177.970 $ | +25.345 $ | +16,6 % | 152.625 $ | -3.286 $ | -2,1 % | 155.911 $ | +3.289 $ | +2,2 % |
| BankPlus Trust Department | 169.288 $ | +9.928 $ | +6,2 % | 159.360 $ | -330 $ | -0,2 % | 159.690 $ | -14.079 $ | -8,1 % | |||
| Creative Capital Management Investments LLC | 168.397 $ | +23.768 $ | +16,4 % | 144.629 $ | +139.727 $ | +2.850,4 % | 4.902 $ | +88 $ | +1,8 % | |||
| Horizons Wealth Management | 168.077 $ | +13.924 $ | +9,0 % | 154.153 $ | -1.229 $ | -0,8 % | 155.382 $ | +4.153 $ | +2,7 % | |||
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 166.270 $ | |||||||||||
| Costello Asset Management, INC | 165.681 $ | +17.313 $ | +11,7 % | 148.368 $ | -5.282 $ | -3,4 % | 153.650 $ | +2.972 $ | +2,0 % | |||
| Evelyn Partners Investment Management (Europe) Ltd | 162.273 $ | +2.477 $ | +1,6 % | 159.796 $ | -95.749 $ | -37,5 % | ||||||
| General Partner, Inc. | 161.168 $ | +4.028 $ | +2,6 % | 157.140 $ | -918 $ | -0,6 % | 158.058 $ | -513 $ | -0,3 % | 158.571 $ | -324 $ | -0,2 % |
| Wellington Shields & Co., LLC | 158.060 $ | -480 $ | -0,3 % | 158.540 $ | -920 $ | -0,6 % | 159.460 $ | |||||
| Wagner Wealth Management, LLC | 158.924 $ | |||||||||||
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 158.203 $ | +1.170 $ | +0,7 % | 157.033 $ | -476 $ | -0,3 % | 157.509 $ | -915 $ | -0,6 % | 158.424 $ | -397 $ | -0,2 % |
| Birchwood Financial Partners, Inc. | 152.840 $ | +17.957 $ | +13,3 % | 134.883 $ | -22.957 $ | -14,5 % | 157.840 $ | |||||
| Smallwood Wealth Investment Management, LLC | 156.905 $ | +12.433 $ | +8,6 % | 144.472 $ | +75.160 $ | +108,4 % | 69.312 $ | -295 $ | -0,4 % | |||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 152.661 $ | |||||||||||
| Imprint Wealth LLC | 150.768 $ | +6.015 $ | +4,2 % | 144.753 $ | +9.098 $ | +6,7 % | 135.655 $ | +64.096 $ | +89,6 % | |||
| 1620 INVESTMENT ADVISORS, INC. | 149.291 $ | +703 $ | +0,5 % | 148.588 $ | -751 $ | -0,5 % | 149.339 $ | +621 $ | +0,4 % | |||
| Hoese & Co LLP | 132.856 $ | -13.134 $ | -9,0 % | 145.990 $ | +132.916 $ | +1.016,6 % | 13.074 $ | -158 $ | -1,2 % | 13.232 $ | -57 $ | -0,4 % |
| Chung Wu Investment Group, LLC | 144.059 $ | -174 $ | -0,1 % | 144.233 $ | -1.743 $ | -1,2 % | 145.976 $ | -628 $ | -0,4 % | |||
| Nicht ausgewiesen | 106.846 $ | -962 $ | -0,9 % | 107.808 $ | -36.421 $ | -25,3 % | 144.229 $ | -17.913 $ | -11,0 % | |||
| DT Investment Partners, LLC | 142.332 $ | |||||||||||
| Ransom Advisory, Ltd | 141.921 $ | |||||||||||
| First PREMIER Bank | 109.000 $ | -31.000 $ | -22,1 % | 140.000 $ | +19.000 $ | +15,7 % | 121.000 $ | +4.000 $ | +3,4 % | 117.000 $ | -20.000 $ | -14,6 % |
| WINNACLE WEALTH LLC | 139.349 $ | -4.222 $ | -2,9 % | |||||||||
| Rakuten Securities, Inc. | 38.921 $ | -12.769 $ | -24,7 % | 51.690 $ | -83.827 $ | -61,9 % | 135.517 $ | +99.590 $ | +277,2 % | |||
| McCarley & Cook Financial Planners | 115.829 $ | -6.069 $ | -5,0 % | 121.898 $ | -10.061 $ | -7,6 % | 131.959 $ | -1.437 $ | -1,1 % | 133.396 $ | ||
| Westside Investment Management, Inc. | 63.055 $ | -34.086 $ | -35,1 % | 97.141 $ | -31.300 $ | -24,4 % | 128.441 $ | +1.232 $ | +1,0 % | |||
| Privatperson | 118.000 $ | +1.000 $ | +0,9 % | 117.000 $ | -7.000 $ | -5,6 % | 124.000 $ | -1.000 $ | -0,8 % | |||
| Trifecta Capital Advisors, LLC | 117.550 $ | -6.022 $ | -4,9 % | 123.572 $ | +8.929 $ | +7,8 % | 114.643 $ | +387 $ | +0,3 % | 114.256 $ | +590 $ | +0,5 % |
| Aventura Private Wealth, LLC | 24.322 $ | -97.382 $ | -80,0 % | 121.704 $ | +97.399 $ | +400,7 % | 24.305 $ | -21 $ | -0,1 % | |||
| CALDWELL SUTTER CAPITAL, INC. | 112.035 $ | -2.851 $ | -2,5 % | 114.886 $ | -5.338 $ | -4,4 % | 120.224 $ | -2.425 $ | -2,0 % | |||
| Richard W. Paul & Associates, LLC | 105.463 $ | -13.414 $ | -11,3 % | 118.877 $ | +14.312 $ | +13,7 % | 104.565 $ | -3.302 $ | -3,1 % | |||
| Moisand Fitzgerald Tamayo, LLC | 118.080 $ | +3.380 $ | +2,9 % | 114.700 $ | +16.610 $ | +16,9 % | 98.090 $ | -8.124 $ | -7,6 % | 106.214 $ | +6.426 $ | +6,4 % |
| Tower View Wealth Management LLC | 96.928 $ | +787 $ | +0,8 % | 96.141 $ | -21.799 $ | -18,5 % | 117.940 $ | +1.438 $ | +1,2 % | |||
| NorthAvenue LLC | 27.270 $ | +4.245 $ | +18,4 % | 23.025 $ | -91.762 $ | -79,9 % | 114.787 $ | |||||
| JDM Financial Group LLC | 112.698 $ | +27.040 $ | +31,6 % | 85.658 $ | -5.562 $ | -6,1 % | 91.220 $ | -3.266 $ | -3,5 % | |||
| Jessup Wealth Management, Inc | 112.670 $ | |||||||||||
| Noble Wealth Management PBC | 96.836 $ | -12.911 $ | -11,8 % | 109.747 $ | +13.901 $ | +14,5 % | 95.846 $ | -370 $ | -0,4 % | 96.216 $ | +2.090 $ | +2,2 % |
| Mascoma Wealth Management LLC | 104.715 $ | -694 $ | -0,7 % | 105.409 $ | -233 $ | -0,2 % | 105.642 $ | -265 $ | -0,3 % | |||
| Colonial Trust Advisors | 36.899 $ | -64.878 $ | -63,7 % | 101.777 $ | -2.922 $ | -2,8 % | 104.699 $ | +71.457 $ | +215,0 % | |||
| Walsh & Associates, LLC | 103.850 $ | +13.830 $ | +15,4 % | 90.020 $ | +4.849 $ | +5,7 % | 85.171 $ | |||||
| Solstein Capital, LLC | 103.398 $ | -313 $ | -0,3 % | 103.711 $ | +1.831 $ | +1,8 % | 101.880 $ | +100.234 $ | +6.089,6 % | |||
| TCTC Holdings, LLC | 101.359 $ | -54 $ | -0,1 % | |||||||||
| BELLEVUE ASSET MANAGEMENT, LLC | 99.857 $ | +13.503 $ | +15,6 % | 86.354 $ | +935 $ | +1,1 % | 85.419 $ | -34.085 $ | -28,5 % | |||
| Center for Financial Planning, Inc. | 98.632 $ | +11.820 $ | +13,6 % | 86.812 $ | +6.342 $ | +7,9 % | 80.470 $ | -88.623 $ | -52,4 % | |||
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 98.000 $ | +1.000 $ | +1,0 % | 97.000 $ | +2.000 $ | +2,1 % | ||||||
| BARD ASSOCIATES INC | 44.273 $ | -10.812 $ | -19,6 % | 55.085 $ | -42.587 $ | -43,6 % | 97.672 $ | -600.719 $ | -86,0 % | |||
| FIRST COMMUNITY TRUST NA | 29.162 $ | -67.885 $ | -70,0 % | 97.047 $ | +67.627 $ | +229,9 % | 29.420 $ | -6.930 $ | -19,1 % | |||
| Clarity Asset Management, Inc. | 90.378 $ | -6.638 $ | -6,8 % | 97.016 $ | -118.510 $ | -55,0 % | ||||||
| Evensky & Katz LLC | 95.914 $ | +4.611 $ | +5,1 % | 91.303 $ | +2.496 $ | +2,8 % | 88.807 $ | +2.087 $ | +2,4 % | |||
| Asset Planning,Inc | 85.579 $ | -13 $ | -0,0 % | 85.592 $ | -9.668 $ | -10,1 % | 95.260 $ | -8.502 $ | -8,2 % | |||
| Frazier Financial Advisors, LLC | 80.316 $ | -14.804 $ | -15,6 % | 95.120 $ | +1.813 $ | +1,9 % | 93.307 $ | -20.917 $ | -18,3 % | |||
| Nicht ausgewiesen | 74.578 $ | -20.262 $ | -21,4 % | 94.840 $ | +23.080 $ | +32,2 % | 71.760 $ | |||||
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 94.792 $ | +10.072 $ | +11,9 % | 84.720 $ | +781 $ | +0,9 % | 83.939 $ | +4.230 $ | +5,3 % | |||
| Vermillion & White Wealth Management Group, LLC | 93.894 $ | -643 $ | -0,7 % | |||||||||
| Quarry LP | 93.715 $ | +73.000 $ | +352,4 % | 20.715 $ | ||||||||
| GILL CAPITAL PARTNERS, LLC | 93.239 $ | +16.571 $ | +21,6 % | 76.668 $ | ||||||||
| Vision Retirement, LLC | 58.714 $ | -33.967 $ | -36,6 % | 92.681 $ | +43.368 $ | +87,9 % | 49.313 $ | |||||
| Camelot Portfolios, LLC | 90.162 $ | |||||||||||
| Wellington Shields Capital Management, LLC | 71.786 $ | -12.108 $ | -14,4 % | 83.894 $ | -5.802 $ | -6,5 % | 89.696 $ | |||||
| Opal Wealth Advisors, LLC | 85.033 $ | |||||||||||
| Measured Wealth Private Client Group, LLC | 80.688 $ | +8.679 $ | +12,1 % | 72.009 $ | +27.432 $ | +61,5 % | 44.577 $ | +3.417 $ | +8,3 % | |||
| Innovative Asset Advisors Group, LLC | 80.058 $ | |||||||||||
| Twin Lakes Capital Management, LLC | 79.064 $ | -462 $ | -0,6 % | 79.526 $ | -258 $ | -0,3 % | 79.784 $ | -163 $ | -0,2 % | |||
| CHESAPEAKE ASSET MANAGEMENT LLC | 78.512 $ | +5.397 $ | +7,4 % | 73.115 $ | -2.032 $ | -2,7 % | 75.147 $ | +634 $ | +0,9 % | |||
| Dorato Capital Management | 76.174 $ | -610 $ | -0,8 % | 76.784 $ | -591 $ | -0,8 % | 77.375 $ | |||||
| PIN OAK INVESTMENT ADVISORS INC | 77.000 $ | +5.000 $ | +6,9 % | 72.000 $ | -3.000 $ | -4,0 % | 75.000 $ | -72.545 $ | -49,2 % | |||
| Strategic Advocates LLC | 52.375 $ | -279 $ | -0,5 % | 52.654 $ | -22.478 $ | -29,9 % | 75.132 $ | +1.236 $ | +1,7 % | |||
| Sunrise Financial Services, LLC | 1.821 $ | -72.296 $ | -97,5 % | 74.117 $ | +20.459 $ | +38,1 % | 53.658 $ | |||||
| Providence Capital Advisors, LLC | 72.913 $ | |||||||||||
| Laurel Wealth Advisors LLC | 71.099 $ | |||||||||||
| Harborfront Financial Group LLC | 68.618 $ | |||||||||||
| BURKETT FINANCIAL SERVICES, LLC | 64.693 $ | +61.699 $ | +2.060,8 % | 2.994 $ | -4.725 $ | -61,2 % | 7.719 $ | +4.444 $ | +135,7 % | 3.275 $ | -276 $ | -7,8 % |
| Richardson Capital Management LLC | 60.984 $ | +8.510 $ | +16,2 % | 52.474 $ | +1.928 $ | +3,8 % | 50.546 $ | -10.040 $ | -16,6 % | |||
| WOLFF WIESE MAGANA LLC | 48.759 $ | -11.639 $ | -19,3 % | 60.398 $ | +1.223 $ | +2,1 % | 59.175 $ | -322 $ | -0,5 % | 59.497 $ | -11 $ | -0,0 % |
| Hartford Financial Management Inc. | 52.547 $ | +9.331 $ | +21,6 % | 43.216 $ | -15.026 $ | -25,8 % | 58.242 $ | +1.196 $ | +2,1 % | |||
| Avalon Trust Co | 57.327 $ | -335 $ | -0,6 % | 57.662 $ | -188 $ | -0,3 % | 57.850 $ | -118 $ | -0,2 % | |||
| SOUTHERN MICHIGAN BANK & TRUST | 56.881 $ | +10.827 $ | +23,5 % | 46.054 $ | -1.593 $ | -3,3 % | 47.647 $ | |||||
| Financial Avengers, Inc. | 56.278 $ | +42.736 $ | +315,6 % | 13.542 $ | ||||||||
| Catherine Avery Investment Management LLC | 56.085 $ | +488 $ | +0,9 % | 55.597 $ | ||||||||
| Canton Hathaway, LLC | 55.321 $ | -168 $ | -0,3 % | 55.489 $ | -322 $ | -0,6 % | 55.811 $ | -189 $ | -0,3 % | |||
| Dogwood Wealth Management LLC | 55.389 $ | |||||||||||
| Markowski Investments | 54.504 $ | |||||||||||
| DELTA ASSET MANAGEMENT LLC/TN | 48.681 $ | -5.024 $ | -9,4 % | 53.705 $ | -649 $ | -1,2 % | 54.354 $ | -35.417 $ | -39,5 % | |||
| Provenance Wealth Advisors, LLC | 49.572 $ | +8.803 $ | +21,6 % | 40.769 $ | -4.862 $ | -10,7 % | 45.631 $ | +907 $ | +2,0 % | |||
| Delos Wealth Advisors, LLC | 48.382 $ | +33.487 $ | +224,8 % | 14.895 $ | -180 $ | -1,2 % | 15.075 $ | -34.902 $ | -69,8 % | |||
| Regatta Research & Money Management | 48.289 $ | |||||||||||
| Harvest Fund Management Co., Ltd | 30.000 $ | -13.000 $ | -30,2 % | 43.000 $ | -5.000 $ | -10,4 % | 48.000 $ | +3.000 $ | +6,7 % | |||
| Tradewinds Capital Management, LLC | 44.525 $ | +6.790 $ | +18,0 % | 37.735 $ | +30.187 $ | +399,9 % | 7.548 $ | -9.143 $ | -54,8 % | |||
| TEXAS TREASURY SAFEKEEPING TRUST CO | 43.283 $ | |||||||||||
| OLD SECOND NATIONAL BANK OF AURORA | 42.136 $ | +7.482 $ | +21,6 % | 34.654 $ | -3.136 $ | -8,3 % | 37.790 $ | +776 $ | +2,1 % | |||
| LGT Financial Advisors LLC | 41.555 $ | +1.937 $ | +4,9 % | 39.618 $ | +88 $ | +0,2 % | 39.530 $ | +407 $ | +1,0 % | |||
| Portus Wealth Advisors, LLC | 41.549 $ | |||||||||||
| Southern Farm Bureau Life Insurance | 37.653 $ | -2.058 $ | -5,2 % | 39.711 $ | -28 $ | -0,1 % | 39.739 $ | -519 $ | -1,3 % | 40.258 $ | -10 $ | -0,0 % |
| ESL Trust Services, LLC | 39.753 $ | |||||||||||
| Nicht ausgewiesen | 38.810 $ | -469 $ | -1,2 % | 39.279 $ | -169 $ | -0,4 % | ||||||
| Your Advocates Ltd., LLP | 11.787 $ | +3.312 $ | +39,1 % | 8.475 $ | -29.742 $ | -77,8 % | 38.217 $ | +11.925 $ | +45,4 % | |||
| Collier Financial | 8.922 $ | -26.892 $ | -75,1 % | 35.814 $ | -2.134 $ | -5,6 % | 37.948 $ | +1.244 $ | +3,4 % | |||
| Go Invest LLC | 37.684 $ | +17.476 $ | +86,5 % | 20.208 $ | -9.450 $ | -31,9 % | 29.658 $ | -956 $ | -3,1 % | 30.614 $ | ||
| Bullock Wealth Management Group | 3.085 $ | -7.573 $ | -71,1 % | 10.658 $ | -26.439 $ | -71,3 % | 37.097 $ | +13.033 $ | +54,2 % | 24.064 $ | +448 $ | +1,9 % |
| Game Plan Financial Advisors, LLC | 35.572 $ | +4.846 $ | +15,8 % | 30.726 $ | -1.926 $ | -5,9 % | 32.652 $ | +920 $ | +2,9 % | |||
| Nvest Wealth Strategies, Inc. | 35.354 $ | +29.899 $ | +548,1 % | 5.455 $ | +960 $ | +21,4 % | 4.495 $ | -407 $ | -8,3 % | 4.902 $ | ||
| Advantage Trust Co | 34.553 $ | +300 $ | +0,9 % | 34.253 $ | +1.959 $ | +6,1 % | ||||||
| Cresta Advisors, Ltd. | 34.467 $ | |||||||||||
| Sachetta, LLC | 2 $ | -28.985 $ | -100,0 % | 28.987 $ | -4.537 $ | -13,5 % | 33.524 $ | -82.054 $ | -71,0 % | |||
| LOGAN CAPITAL MANAGEMENT INC | 31.380 $ | |||||||||||
| Legal & General Group Plc | 2.084 $ | -29.115 $ | -93,3 % | 31.199 $ | ||||||||
| West Branch Capital LLC | 30.686 $ | +5.308 $ | +20,9 % | 25.378 $ | +4.649 $ | +22,4 % | 20.729 $ | -1.372 $ | -6,2 % | 22.101 $ | +454 $ | +2,1 % |
| Reyes Financial Architecture, Inc. | 14.367 $ | -1.175 $ | -7,6 % | 15.542 $ | -5.555 $ | -26,3 % | 21.097 $ | -9.230 $ | -30,4 % | 30.327 $ | -1.287 $ | -4,1 % |
| StrongBox Wealth, LLC | 29.506 $ | |||||||||||
| Darwin Wealth Management, LLC | 21.316 $ | -7.397 $ | -25,8 % | 28.713 $ | +11.999 $ | +71,8 % | 16.714 $ | -118.532 $ | -87,6 % | |||
| Covestor Ltd | 28.000 $ | +14.000 $ | +100,0 % | 14.000 $ | +3.000 $ | +27,3 % | 11.000 $ | +0 $ | +0,0 % | |||
| Basepoint Wealth LLC | 27.427 $ | |||||||||||
| Annis Gardner Whiting Capital Advisors, LLC | 25.729 $ | -1.365 $ | -5,0 % | 27.094 $ | -382 $ | -1,4 % | ||||||
| Harel Insurance Investments & Financial Services Ltd. | 27.000 $ | +0 $ | +0,0 % | 27.000 $ | +0 $ | +0,0 % | 27.000 $ | -164.000 $ | -85,9 % | |||
| GABLES CAPITAL MANAGEMENT INC. | 26.670 $ | +23.064 $ | +639,6 % | 3.606 $ | +23 $ | +0,6 % | 3.583 $ | +61 $ | +1,7 % | |||
| AOZORA BANK, LTD. | 25.963 $ | -65.717 $ | -71,7 % | |||||||||
| ELEVATE WEALTH ADVISORY, INC | 24.558 $ | -274 $ | -1,1 % | 24.832 $ | -182 $ | -0,7 % | ||||||
| UMB Private Wealth Management, LLC | 24.244 $ | |||||||||||
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 23.110 $ | -69 $ | -0,3 % | 23.179 $ | -88 $ | -0,4 % | 23.267 $ | |||||
| Corsicana & Co. | 22.924 $ | +8.694 $ | +61,1 % | 14.230 $ | -6.778 $ | -32,3 % | 21.008 $ | +352 $ | +1,7 % | |||
| Pflug Koory, LLC | 21.867 $ | +44 $ | +0,2 % | 21.823 $ | -20 $ | -0,1 % | 21.843 $ | -1.156 $ | -5,0 % | |||
| FinArc Investments, Inc. | 21.244 $ | |||||||||||
| Navigoe, LLC | 21.000 $ | +0 $ | +0,0 % | |||||||||
| REXFORD CAPITAL INC | 20.963 $ | +3.694 $ | +21,4 % | 17.269 $ | ||||||||
| Rachor Investment Advisory Services, LLC | 20.330 $ | -24 $ | -0,1 % | 20.354 $ | -246 $ | -1,2 % | 20.600 $ | |||||
| Kozak & Associates, Inc. | 55 $ | -20.349 $ | -99,7 % | 20.404 $ | +73 $ | +0,4 % | 20.331 $ | |||||
| HFM Investment Advisors, LLC | 14.900 $ | -2.896 $ | -16,3 % | 17.796 $ | -2.584 $ | -12,7 % | 20.380 $ | -3.395 $ | -14,3 % | |||
| Davis Capital Management | 7.490 $ | -9.752 $ | -56,6 % | 17.242 $ | +9.407 $ | +120,1 % | 7.835 $ | -10.941 $ | -58,3 % | 18.776 $ | -162 $ | -0,9 % |
| S&T BANK/PA | 17.782 $ | -54 $ | -0,3 % | 17.836 $ | -103 $ | -0,6 % | 17.939 $ | -45 $ | -0,3 % | |||
| Midwest Capital Advisors, LLC | 16.644 $ | +73 $ | +0,4 % | |||||||||
| CoreFirst Bank & Trust | 16.555 $ | +722 $ | +4,6 % | 15.833 $ | +402 $ | +2,6 % | ||||||
| BROADWATER CAPITAL MANAGEMENT LLC | 16.497 $ | +2.367 $ | +16,8 % | 14.130 $ | +0 $ | +0,0 % | 14.130 $ | +174 $ | +1,2 % | |||
| MBM WEALTH CONSULTANTS, LLC | 16.272 $ | |||||||||||
| Clark Wealth Partners | 14.880 $ | -472 $ | -3,1 % | 15.352 $ | +712 $ | +4,9 % | 14.640 $ | +4.471 $ | +44,0 % | 10.169 $ | +0 $ | +0,0 % |
| Estabrook Capital Management | 14.732 $ | +45 $ | +0,3 % | 14.687 $ | +53 $ | +0,4 % | 14.634 $ | +199 $ | +1,4 % | |||
| MCDONALD PARTNERS LLC | 14.550 $ | |||||||||||
| Redwood Park Advisors LLC | 14.402 $ | +2.551 $ | +21,5 % | 11.851 $ | ||||||||
| GODSEY & GIBB, INC | 13.320 $ | |||||||||||
| Wilkerson Advisory Group LLC | 8.952 $ | +1.610 $ | +21,9 % | 7.342 $ | -5.486 $ | -42,8 % | 12.828 $ | +5.534 $ | +75,9 % | 7.294 $ | ||
| Rydar Equities, Inc. | 12.750 $ | |||||||||||
| PFS Partners, LLC | 12.356 $ | +428 $ | +3,6 % | 11.928 $ | +2.129 $ | +21,7 % | 9.799 $ | |||||
| MJT & Associates Financial Advisory Group, Inc. | 449 $ | -24 $ | -5,1 % | 473 $ | -1 $ | -0,2 % | 474 $ | -10.216 $ | -95,6 % | 10.690 $ | +19 $ | +0,2 % |
| Benson Wealth Management INC | 10.321 $ | +1.807 $ | +21,2 % | 8.514 $ | +55 $ | +0,7 % | 8.459 $ | |||||
| Cypress Capital Management LLC (WY) | 7.439 $ | -2.491 $ | -25,1 % | 9.930 $ | -120 $ | -1,2 % | 10.050 $ | -43 $ | -0,4 % | |||
| IAG Wealth Partners, LLC | 9.914 $ | +1.760 $ | +21,6 % | 8.154 $ | ||||||||
| Essential Investment Partners LLC | 9.210 $ | +1.590 $ | +20,9 % | 7.620 $ | -1.601 $ | -17,4 % | 9.221 $ | |||||
| Scarborough Advisors, LLC | 7.861 $ | -1.352 $ | -14,7 % | 9.213 $ | -437 $ | -4,5 % | ||||||
| Luminist Capital LLC | 9.078 $ | +2.231 $ | +32,6 % | 6.847 $ | -369.715 $ | -98,2 % | ||||||
| Inspire Investing, LLC | 8.305 $ | -448 $ | -5,1 % | 8.753 $ | ||||||||
| Mountain Hill Investment Partners Corp. | 8.375 $ | -36 $ | -0,4 % | |||||||||
| Westend Capital Management, LLC | 8.251 $ | +1.548 $ | +23,1 % | 6.703 $ | -81 $ | -1,2 % | 6.784 $ | -29 $ | -0,4 % | |||
| Municipal Employees' Retirement System of Michigan | 7.815 $ | -553 $ | -6,6 % | |||||||||
| Wealth Preservation Advisors, LLC | 7.646 $ | +155 $ | +2,1 % | |||||||||
| High Point Wealth Management, LLC | 7.039 $ | |||||||||||
| CGC Financial Services, LLC | 7.030 $ | +997 $ | +16,5 % | 6.033 $ | -663 $ | -9,9 % | 6.696 $ | +68 $ | +1,0 % | |||
| Cedar Mountain Advisors, LLC | 6.431 $ | -74 $ | -1,1 % | 6.505 $ | +53 $ | +0,8 % | 6.452 $ | +8 $ | +0,1 % | 6.444 $ | +79 $ | +1,2 % |
| Sarver Vrooman Wealth Advisors | 6.211 $ | +157 $ | +2,6 % | 6.054 $ | +854 $ | +16,4 % | 5.200 $ | -326 $ | -5,9 % | 5.526 $ | +156 $ | +2,9 % |
| NEW ENGLAND ASSET MANAGEMENT INC | 5.927 $ | -53 $ | -0,9 % | 5.980 $ | -15 $ | -0,3 % | ||||||
| Mowery & Schoenfeld Wealth Management, LLC | 5.876 $ | +2.392 $ | +68,7 % | 3.484 $ | +2.103 $ | +152,3 % | ||||||
| Core Capital Management & Research, inc. | 5.762 $ | |||||||||||
| Ulland Investment Advisors, LLC | 4.000 $ | -1.000 $ | -20,0 % | 5.000 $ | +1.000 $ | +25,0 % | 4.000 $ | +0 $ | +0,0 % | 4.000 $ | +0 $ | +0,0 % |
| Financial Connections Group, Inc. | 5.000 $ | +0 $ | +0,0 % | 5.000 $ | -14.000 $ | -73,7 % | ||||||
| USA FINANCIAL FORMULAS | 4.628 $ | |||||||||||
| 3 FACTOR INDEXING, LLC | 4.215 $ | -171 $ | -3,9 % | 4.386 $ | +11 $ | +0,3 % | 4.375 $ | |||||
| Riverview Trust Co | 4.055 $ | |||||||||||
| GW&K Investment Management, LLC | 4.000 $ | +1.000 $ | +33,3 % | 3.000 $ | +0 $ | +0,0 % | 3.000 $ | +0 $ | +0,0 % | |||
| Morse Asset Management, Inc | 3.966 $ | +704 $ | +21,6 % | 3.262 $ | -295 $ | -8,3 % | 3.557 $ | +73 $ | +2,1 % | |||
| Estate Planners Group, LLC | 3.768 $ | |||||||||||
| Quattro Advisors LLC | 3.452 $ | |||||||||||
| Pandora Wealth, Inc. | 3.350 $ | -14 $ | -0,4 % | |||||||||
| MRP Capital Investments, LLC | 3.318 $ | -19 $ | -0,6 % | 3.337 $ | -11 $ | -0,3 % | 3.348 $ | -2.463 $ | -42,4 % | |||
| Beutel, Goodman & Co Ltd. | 3.000 $ | +2.000 $ | +200,0 % | 1.000 $ | -3.000 $ | -75,0 % | ||||||
| Transce3nd, LLC | 2.554 $ | -28 $ | -1,1 % | 2.582 $ | -18 $ | -0,7 % | 2.600 $ | +2.600 $ | ||||
| CAPITAL & PLANNING, LLC | 2.446 $ | |||||||||||
| Acumen Wealth Advisors, LLC | 2.212 $ | |||||||||||
| Prestige Wealth Management Group LLC | 2.107 $ | +55 $ | +2,7 % | |||||||||
| Commonwealth Retirement Investments LLC | 2.045 $ | +97 $ | +5,0 % | 1.948 $ | ||||||||
| Industrial Alliance Investment Management Inc. | 1.979 $ | +993 $ | +100,7 % | 986 $ | +534 $ | +118,1 % | 452 $ | |||||
| GS Investments, Inc. | 1.818 $ | -3 $ | -0,2 % | 1.821 $ | ||||||||
| Clayton Financial Group LLC | 1.807 $ | +87 $ | +5,1 % | 1.720 $ | +373 $ | +27,7 % | 1.347 $ | |||||
| Miller Global Investments, LLC | 1.334 $ | |||||||||||
| Hughes Financial Services, LLC | 1.315 $ | +92 $ | +7,5 % | 1.223 $ | -6 $ | -0,5 % | 1.229 $ | |||||
| Bradley & Co. Private Wealth Management, LLC | 1.304 $ | +161 $ | +14,1 % | 1.143 $ | +25 $ | +2,2 % | 1.118 $ | +14 $ | +1,3 % | |||
| PARK CIRCLE Co | 992 $ | +0 $ | +0,0 % | 992 $ | +0 $ | +0,0 % | ||||||
| American Wealth Advisors, LLC | 800 $ | +10 $ | +1,3 % | |||||||||
| Premier Financial Group | 716 $ | -247.083 $ | -99,7 % | |||||||||
| Lavaca Capital LLC | 586 $ | |||||||||||
| HOEY INVESTMENTS, INC | 158 $ | +1 $ | +0,6 % | 157 $ | +0 $ | +0,0 % | 157 $ | +1 $ | +0,6 % | |||
| Dauntless Investment Group, LLC | 0 $ | |||||||||||
| CENTRAL BANK OF BRAZIL | 0 $ | +0 $ | 0 $ | |||||||||
| FIRST CITIZENS INVESTOR SERVICES, INC. | 0 $ | -35.186.177 $ | -100,0 % | |||||||||
| Total | 18.023.472.061 $ | -41.292.674 $ | +21,2 % | 213.238.408.988 $ | +18.348.233.227 $ | +275,8 % | 194.581.906.422 $ | +21.895.266.568 $ | +268,5 % | 169.900.412.078 $ | -1.469.941.069 $ | +470,0 % |