| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 1.341.910.667 $ | -25.835.729 $ | +12,5 % | 8.965.839.922 $ | +782.132.731 $ | +77,1 % | 8.203.992.156 $ | -223.100.127 $ | +48,8 % | 8.403.513.436 $ | -1.257.774.604 $ | +77,1 % |
| BANK OF AMERICA CORP /DE/ | 798.202.455 $ | +74.419.948 $ | +10,3 % | 723.782.507 $ | +7.264.876 $ | +1,0 % | 716.517.631 $ | -159.235.617 $ | -18,2 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 391.065.438 $ | +13.992.085 $ | +3,7 % | 377.073.353 $ | -157.550.576 $ | -29,5 % | 534.623.929 $ | +269.797.230 $ | +101,9 % | |||
| MORGAN STANLEY | 439.632.988 $ | +78.745.677 $ | +21,8 % | 360.887.311 $ | -42.274.090 $ | -10,5 % | 403.161.401 $ | -59.141.714 $ | -12,8 % | |||
| LPL Financial LLC | 336.318.462 $ | +56.111.227 $ | +20,0 % | 280.207.235 $ | +11.699.495 $ | +4,4 % | 268.507.740 $ | -39.791.778 $ | -12,9 % | |||
| Lido Advisors, LLC | 255.135.034 $ | -14.632.945 $ | -5,4 % | 269.767.979 $ | +96.319.901 $ | +55,5 % | 173.448.078 $ | -97.001.453 $ | -35,9 % | |||
| Align Financial, LLC | 207.890 $ | -1.353 $ | -0,6 % | 209.243 $ | -419 $ | -0,2 % | 209.662 $ | -209.569.338 $ | -99,9 % | 209.779.000 $ | ||
| RAYMOND JAMES FINANCIAL INC | 198.413.164 $ | +21.087.833 $ | +11,9 % | 177.325.331 $ | -9.382.118 $ | -5,0 % | 186.707.449 $ | -39.095.170 $ | -17,3 % | |||
| WELLS FARGO & COMPANY/MN | 191.003.380 $ | +49.805.323 $ | +35,3 % | 141.198.057 $ | +1.652.842 $ | +1,2 % | 139.545.215 $ | -28.084.768 $ | -16,8 % | |||
| HM PAYSON & CO | 181.695.397 $ | +5.437.284 $ | +3,1 % | 176.258.113 $ | +14.177.703 $ | +8,7 % | 162.080.410 $ | -13.902.221 $ | -7,9 % | |||
| UBS Group AG | 177.881.262 $ | +22.969.899 $ | +14,8 % | 154.911.363 $ | +19.219.581 $ | +14,2 % | 135.691.782 $ | -41.286.117 $ | -23,3 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 148.389.523 $ | +27.017.615 $ | +22,3 % | 121.371.908 $ | -39.354.880 $ | -24,5 % | 160.726.788 $ | +28.724.003 $ | +21,8 % | |||
| AMERIPRISE FINANCIAL INC | 149.213.405 $ | +15.972.069 $ | +12,0 % | 133.241.336 $ | -5.332.295 $ | -3,8 % | 138.573.631 $ | -13.669.959 $ | -9,0 % | |||
| HighTower Advisors, LLC | 133.428.984 $ | -6.563.879 $ | -4,7 % | 139.992.863 $ | -3.442.631 $ | -2,4 % | 143.435.494 $ | -11.305.982 $ | -7,3 % | |||
| ROYAL BANK OF CANADA | 125.761.000 $ | +32.858.000 $ | +35,4 % | 92.903.000 $ | +5.247.000 $ | +6,0 % | 87.656.000 $ | -45.431.000 $ | -34,1 % | |||
| Capital Investment Advisors, LLC | 113.051.350 $ | -5.411.195 $ | -4,6 % | 118.462.545 $ | +4.108.245 $ | +3,6 % | 114.354.300 $ | +3.928.407 $ | +3,6 % | 110.425.893 $ | -11.862.905 $ | -9,7 % |
| Kathmere Capital Management, LLC | 107.523.983 $ | -1.132.598 $ | -1,0 % | 108.656.581 $ | +11.867.085 $ | +12,3 % | 96.789.496 $ | +4.802.751 $ | +5,2 % | 91.986.745 $ | -45.081.880 $ | -32,9 % |
| CAPTRUST FINANCIAL ADVISORS | 81.204.376 $ | +4.913.554 $ | +6,4 % | 76.290.822 $ | -28.178.165 $ | -27,0 % | 104.468.987 $ | +12.277.359 $ | +13,3 % | |||
| Sound View Wealth Advisors Group, LLC | 92.524.095 $ | -10.061.081 $ | -9,8 % | 102.585.176 $ | +3.087.902 $ | +3,1 % | 99.497.274 $ | -30.940.569 $ | -23,7 % | |||
| NewEdge Advisors, LLC | 97.458.617 $ | +7.258.413 $ | +8,0 % | 90.200.204 $ | +2.354.241 $ | +2,7 % | 87.845.963 $ | -7.145.936 $ | -7,5 % | |||
| HOWLAND CAPITAL MANAGEMENT LLC | 93.313.204 $ | +3.628.868 $ | +4,0 % | 89.684.336 $ | +4.868.374 $ | +5,7 % | 84.815.962 $ | +479.698 $ | +0,6 % | 84.336.264 $ | -22.567.523 $ | -21,1 % |
| Cetera Investment Advisers | 91.500.792 $ | +47.774.381 $ | +109,3 % | 43.726.411 $ | +3.955.243 $ | +9,9 % | 39.771.168 $ | -4.616.909 $ | -10,4 % | |||
| US BANCORP \DE\ | 91.463.558 $ | +3.472.716 $ | +3,9 % | 87.990.842 $ | -2.972.238 $ | -3,3 % | 90.963.080 $ | -27.130.390 $ | -23,0 % | |||
| CAPITAL ADVISORS INC/OK | 90.199.353 $ | +710.146 $ | +0,8 % | 89.489.207 $ | +5.397.713 $ | +6,4 % | 84.091.494 $ | +2.121.002 $ | +2,6 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 89.017.370 $ | +3.508.511 $ | +4,1 % | 85.508.859 $ | +3.125.615 $ | +3,8 % | 82.383.244 $ | -36.881.756 $ | -30,9 % | |||
| Hancock Prospecting Pty Ltd | 80.363.270 $ | +31.265.279 $ | +63,7 % | 49.097.991 $ | -1.741.063 $ | -3,4 % | 50.839.054 $ | +2.532.456 $ | +5,2 % | |||
| BlackRock, Inc. | 76.848.624 $ | +41.023.357 $ | +114,5 % | 35.825.267 $ | +17.747.669 $ | +98,2 % | 18.077.598 $ | +14.189.475 $ | +364,9 % | |||
| Gratus Wealth Advisors, LLC | 72.636.721 $ | +1.604.419 $ | +2,3 % | 71.032.302 $ | +3.097.483 $ | +4,6 % | 67.934.819 $ | -30.031.510 $ | -30,7 % | |||
| Wharton Business Group, LLC | 70.450.000 $ | +26.017.712 $ | +58,6 % | 44.432.288 $ | -1.564.712 $ | -3,4 % | 45.997.000 $ | +719.657 $ | +1,6 % | |||
| JONES FINANCIAL COMPANIES LLLP | 68.766.554 $ | +30.312.230 $ | +78,8 % | 38.454.324 $ | +9.215.245 $ | +31,5 % | 29.239.079 $ | +7.512.798 $ | +34,6 % | |||
| SIGMA INVESTMENT COUNSELORS INC | 61.540.785 $ | +1.114.336 $ | +1,8 % | 60.426.449 $ | -562.456 $ | -0,9 % | 60.988.905 $ | -19.322.970 $ | -24,1 % | |||
| RVW Wealth, LLC | 56.754.176 $ | -2.181.896 $ | -3,7 % | 58.936.072 $ | +1.691.293 $ | +3,0 % | 57.244.779 $ | -2.640.376 $ | -4,4 % | 59.885.155 $ | -17.872.495 $ | -23,0 % |
| Kestra Advisory Services, LLC | 59.860.193 $ | +8.059.328 $ | +15,6 % | 51.800.865 $ | +10.036.426 $ | +24,0 % | 41.764.439 $ | -10.072.031 $ | -19,4 % | |||
| Stratos Wealth Partners, LTD. | 57.758.211 $ | +4.802.867 $ | +9,1 % | 52.955.344 $ | +2.483.801 $ | +4,9 % | 50.471.543 $ | -29.676.356 $ | -37,0 % | |||
| STIFEL FINANCIAL CORP | 55.487.340 $ | +6.101.123 $ | +12,4 % | 49.386.217 $ | +2.809.254 $ | +6,0 % | 46.576.963 $ | -11.438.141 $ | -19,7 % | |||
| LBMC INVESTMENT ADVISORS, LLC | 55.454.070 $ | +2.272.851 $ | +4,3 % | 53.181.219 $ | +2.635.437 $ | +5,2 % | 50.545.782 $ | -1.142.839 $ | -2,2 % | |||
| Focus Partners Wealth | 55.395.765 $ | +221.012 $ | +0,4 % | 55.174.753 $ | +1.921.295 $ | +3,6 % | 53.253.458 $ | -5.087.373 $ | -8,7 % | |||
| Clearstead Advisors, LLC | 54.115.670 $ | +1.289.648 $ | +2,4 % | 52.826.022 $ | +1.161.611 $ | +2,2 % | 51.664.411 $ | -9.205.067 $ | -15,1 % | |||
| HENGEHOLD CAPITAL MANAGEMENT LLC | 12.426.984 $ | -38.111.440 $ | -75,4 % | 50.538.424 $ | +3.513.260 $ | +7,5 % | 47.025.164 $ | +440.841 $ | +0,9 % | 46.584.323 $ | -8.503.481 $ | -15,4 % |
| Klingman & Associates, LLC | 33.734.855 $ | +68.293 $ | +0,2 % | 33.666.562 $ | -433.813 $ | -1,3 % | 34.100.375 $ | -16.366.050 $ | -32,4 % | 50.466.425 $ | +166.660 $ | +0,3 % |
| ENVESTNET ASSET MANAGEMENT INC | 48.566.940 $ | +11.979.410 $ | +32,7 % | 36.587.530 $ | +25.537.863 $ | +231,1 % | 11.049.667 $ | -31.197.166 $ | -73,8 % | |||
| TRUIST FINANCIAL CORP | 46.361.731 $ | +2.556.034 $ | +5,8 % | 43.805.697 $ | +1.309.440 $ | +3,1 % | 42.496.257 $ | -19.300.977 $ | -31,2 % | |||
| Rossmore Private Capital | 44.591.849 $ | +331.184 $ | +0,7 % | 44.260.665 $ | +263.737 $ | +0,6 % | 43.996.928 $ | +38.347.038 $ | +678,7 % | |||
| WOODMONT INVESTMENT COUNSEL LLC | 38.690.095 $ | -5.161.715 $ | -11,8 % | 43.851.810 $ | -571.662 $ | -1,3 % | 44.423.472 $ | -2.160.337 $ | -4,6 % | |||
| Sarver Vrooman Wealth Advisors | 341.475 $ | -25.308 $ | -6,9 % | 366.783 $ | -2.003 $ | -0,5 % | 368.786 $ | -42.862.291 $ | -99,1 % | 43.231.077 $ | +30.825 $ | +0,1 % |
| BENJAMIN EDWARDS INC | 42.864.937 $ | +783.757 $ | +1,9 % | 42.081.180 $ | +3.120.022 $ | +8,0 % | 38.961.158 $ | -9.607.167 $ | -19,8 % | |||
| OSAIC HOLDINGS, INC. | 42.442.810 $ | +11.194.137 $ | +35,8 % | 31.248.673 $ | -10.463.085 $ | -25,1 % | 41.711.758 $ | -19.570.994 $ | -31,9 % | |||
| Sanctuary Advisors, LLC | 42.256.932 $ | +2.382.254 $ | +6,0 % | 39.874.678 $ | +452.361 $ | +1,1 % | 39.422.317 $ | -28.951.437 $ | -42,3 % | |||
| CENTRAL TRUST Co | 40.935.427 $ | +474.135 $ | +1,2 % | 40.461.292 $ | -1.135.060 $ | -2,7 % | 41.596.352 $ | -9.089.620 $ | -17,9 % | |||
| MV CAPITAL MANAGEMENT, INC. | 39.713.534 $ | +273.583 $ | +0,7 % | 39.439.951 $ | +2.254.469 $ | +6,1 % | 37.185.482 $ | -10.418.062 $ | -21,9 % | |||
| Summit Financial, LLC | 39.223.243 $ | +17.503.900 $ | +80,6 % | 21.719.343 $ | +1.803.039 $ | +9,1 % | 19.916.304 $ | -14.312.547 $ | -41,8 % | |||
| Baltimore-Washington Financial Advisors, Inc. | 39.175.786 $ | +764.053 $ | +2,0 % | 38.411.733 $ | +1.265.956 $ | +3,4 % | 37.145.777 $ | -8.044.028 $ | -17,8 % | |||
| SUMMITRY LLC | 38.318.525 $ | +1.142.036 $ | +3,1 % | 37.176.489 $ | +1.470.861 $ | +4,1 % | 35.705.628 $ | +887.966 $ | +2,6 % | |||
| Hills Bank & Trust Co | 38.149.816 $ | +4.715.988 $ | +14,1 % | 33.433.828 $ | +596.568 $ | +1,8 % | 32.837.260 $ | -7.502.986 $ | -18,6 % | |||
| SPINNAKER TRUST | 38.005.613 $ | +5.056.686 $ | +15,3 % | 32.948.927 $ | +2.675.074 $ | +8,8 % | 30.273.853 $ | -5.094.485 $ | -14,4 % | |||
| Mesirow Financial Investment Management, Inc. | 37.869.766 $ | +313.907 $ | +0,8 % | 37.555.859 $ | +18.660.527 $ | +98,8 % | 18.895.332 $ | -18.852.492 $ | -49,9 % | |||
| REBALANCE, LLC | 34.601.431 $ | +107.295 $ | +0,3 % | 34.494.136 $ | -2.258.321 $ | -6,1 % | 36.752.457 $ | -656.671 $ | -1,8 % | 37.409.128 $ | -6.833.755 $ | -15,4 % |
| Mariner, LLC | 33.731.095 $ | -3.655.306 $ | -9,8 % | 37.386.401 $ | +1.401.310 $ | +3,9 % | 35.985.091 $ | -908.232 $ | -2,5 % | |||
| Glenview Trust Co | 37.092.134 $ | +965.391 $ | +2,7 % | 36.126.743 $ | +1.996.742 $ | +5,9 % | 34.130.001 $ | -21.562.603 $ | -38,7 % | |||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 25.153.405 $ | -11.158.560 $ | -30,7 % | 36.311.965 $ | +4.591.118 $ | +14,5 % | 31.720.847 $ | +5.525.997 $ | +21,1 % | 26.194.850 $ | +1.206.867 $ | +4,8 % |
| ASSETMARK, INC | 7.315.450 $ | -247.863 $ | -3,3 % | 7.563.313 $ | -236.040 $ | -3,0 % | 7.799.353 $ | -28.511.715 $ | -78,5 % | 36.311.068 $ | +30.197.989 $ | +494,0 % |
| Integrated Wealth Concepts LLC | 27.200.577 $ | -8.552.044 $ | -23,9 % | 35.752.621 $ | +4.731.534 $ | +15,3 % | 31.021.087 $ | -15.827.978 $ | -33,8 % | |||
| Beacon Pointe Advisors, LLC | 35.423.218 $ | +678.254 $ | +2,0 % | 34.744.964 $ | +3.091.795 $ | +9,8 % | 31.653.169 $ | -9.246.705 $ | -22,6 % | |||
| Covington Investment Advisors Inc. | 34.868.000 $ | +2.156.000 $ | +6,6 % | 32.712.000 $ | +507.000 $ | +1,6 % | 32.205.000 $ | -4.975.000 $ | -13,4 % | |||
| Cambridge Investment Research Advisors, Inc. | 34.404.000 $ | +18.297.000 $ | +113,6 % | 16.107.000 $ | -386.000 $ | -2,3 % | 16.493.000 $ | -4.946.000 $ | -23,1 % | |||
| Heartwood Wealth Advisors LLC | 33.427.617 $ | -116.369 $ | -0,3 % | 33.543.986 $ | +3.285.195 $ | +10,9 % | 30.258.791 $ | +4.117.255 $ | +15,7 % | 26.141.536 $ | -173.752 $ | -0,7 % |
| BROWN ADVISORY INC | 33.187.025 $ | +15.120.869 $ | +83,7 % | 18.066.156 $ | +3.405.030 $ | +23,2 % | 14.661.126 $ | |||||
| Praetorian Wealth Management, Inc. | 31.430.398 $ | -957.394 $ | -3,0 % | 32.387.792 $ | -424.306 $ | -1,3 % | 32.812.098 $ | +656.143 $ | +2,0 % | 32.155.955 $ | -5.805.530 $ | -15,3 % |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 31.942.759 $ | +5.050.567 $ | +18,8 % | 26.892.192 $ | +6.345.614 $ | +30,9 % | 20.546.578 $ | -7.168.546 $ | -25,9 % | |||
| CWM, LLC | 31.863.986 $ | +1.898.986 $ | +6,3 % | 29.965.000 $ | -12.861.000 $ | -30,0 % | ||||||
| SHUFRO ROSE & CO LLC | 848.225 $ | -29.649.566 $ | -97,2 % | 30.497.791 $ | +1.368.771 $ | +4,7 % | 29.129.020 $ | +2.571.256 $ | +9,7 % | |||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 30.432.796 $ | +1.254.092 $ | +4,3 % | 29.178.704 $ | -441.753 $ | -1,5 % | 29.620.457 $ | -10.357.137 $ | -25,9 % | |||
| Global Retirement Partners, LLC | 21.064.029 $ | -8.748.645 $ | -29,3 % | 29.812.674 $ | -10.382.206 $ | -25,8 % | ||||||
| ARROW FINANCIAL CORP | 20.526.119 $ | -5.145.429 $ | -20,0 % | 25.671.548 $ | -3.391.652 $ | -11,7 % | 29.063.200 $ | +612.526 $ | +2,2 % | |||
| COWA, LLC | 28.782.337 $ | +2.146.609 $ | +8,1 % | 26.635.728 $ | +5.424.992 $ | +25,6 % | 21.210.736 $ | +1.224.396 $ | +6,1 % | |||
| Strid Group, LLC | 28.637.102 $ | +2.099.350 $ | +7,9 % | 26.537.752 $ | +3.127.176 $ | +13,4 % | 23.410.576 $ | -11.769.536 $ | -33,5 % | |||
| IFP Advisors, Inc | 24.610.553 $ | -61.473 $ | -0,2 % | 24.672.026 $ | +991.821 $ | +4,2 % | 23.680.205 $ | -4.292.567 $ | -15,3 % | 27.972.772 $ | -392.694 $ | -1,4 % |
| CITADEL ADVISORS LLC | 16.300.772 $ | -9.449.850 $ | -36,7 % | 25.750.622 $ | +25.159.593 $ | +4.256,9 % | 591.029 $ | -14.118.381 $ | -96,0 % | |||
| TABR Capital Management, LLC | 24.397.301 $ | +494.734 $ | +2,1 % | 23.902.567 $ | -1.325.884 $ | -5,3 % | 25.228.451 $ | +564.901 $ | +2,3 % | 24.663.550 $ | -2.775.052 $ | -10,1 % |
| FIRST NATIONAL TRUST CO | 24.012.441 $ | -1.146.356 $ | -4,6 % | 25.158.797 $ | +1.905.720 $ | +8,2 % | 23.253.077 $ | -2.401.054 $ | -9,4 % | |||
| EP Wealth Advisors, LLC | 24.591.694 $ | +7.381.352 $ | +42,9 % | 17.210.342 $ | -489.633 $ | -2,8 % | 17.699.975 $ | |||||
| IFS Advisors, LLC | 24.582.880 $ | +983.714 $ | +4,2 % | 23.599.166 $ | +139.631 $ | +0,6 % | 23.459.535 $ | +777.077 $ | +3,4 % | 22.682.458 $ | +11.328.818 $ | +99,8 % |
| LYELL WEALTH MANAGEMENT, LP | 21.862.061 $ | -1.856.751 $ | -7,8 % | 23.718.812 $ | -554.724 $ | -2,3 % | 24.273.536 $ | -3.050.653 $ | -11,2 % | |||
| MML INVESTORS SERVICES, LLC | 24.100.107 $ | +17.134.253 $ | +246,0 % | 6.965.854 $ | +1.261.764 $ | +22,1 % | 5.704.090 $ | -3.622.100 $ | -38,8 % | |||
| Paradiem, LLC | 23.974.035 $ | +17.774 $ | +0,1 % | 23.956.261 $ | +16.402.664 $ | +217,2 % | 7.553.597 $ | -3.097.233 $ | -29,1 % | |||
| Venture Visionary Partners LLC | 21.050.830 $ | +2.104.684 $ | +11,1 % | 18.946.146 $ | -4.902.242 $ | -20,6 % | 23.848.388 $ | +671.845 $ | +2,9 % | 23.176.543 $ | +1.409.695 $ | +6,5 % |
| JANE STREET GROUP, LLC | 16.939.276 $ | -6.812.386 $ | -28,7 % | 23.751.662 $ | +17.403.871 $ | +274,2 % | 6.347.791 $ | -11.316.256 $ | -64,1 % | |||
| Northstar Group, Inc. | 23.239.255 $ | +1.269.536 $ | +5,8 % | 21.969.719 $ | +765.553 $ | +3,6 % | 21.204.166 $ | -4.299.851 $ | -16,9 % | |||
| Wick Capital Partners, LLC | 17.590.589 $ | -5.626.917 $ | -24,2 % | 23.217.506 $ | +2.360.314 $ | +11,3 % | 20.857.192 $ | +8.902.924 $ | +74,5 % | |||
| Quantum Financial Advisors, LLC | 20.315.518 $ | -2.330.086 $ | -10,3 % | 22.645.604 $ | -570.470 $ | -2,5 % | 23.216.074 $ | +605.508 $ | +2,7 % | |||
| Cornerstone Planning, LLC | 19.939.064 $ | +288.939 $ | +1,5 % | 19.650.125 $ | -3.431.668 $ | -14,9 % | 23.081.793 $ | |||||
| Windsor Capital Management, LLC | 14.965.124 $ | +800.974 $ | +5,7 % | 14.164.150 $ | -8.079.789 $ | -36,3 % | 22.243.939 $ | -139.461 $ | -0,6 % | 22.383.400 $ | -289.370 $ | -1,3 % |
| THREADGILL FINANCIAL, LLC | 21.984.386 $ | +20.910.389 $ | +1.947,0 % | 1.073.997 $ | ||||||||
| Snowden Capital Advisors LLC | 21.177.962 $ | +72.274 $ | +0,3 % | 21.105.688 $ | -361.948 $ | -1,7 % | 21.467.636 $ | -4.624.123 $ | -17,7 % | |||
| Allworth Financial LP | 21.432.786 $ | +1.292.156 $ | +6,4 % | 20.140.630 $ | +473.517 $ | +2,4 % | 19.667.113 $ | -824.329 $ | -4,0 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13.568.484 $ | +2.244.168 $ | +19,8 % | 11.324.316 $ | +2.099.474 $ | +22,8 % | 9.224.842 $ | -11.675.398 $ | -55,9 % | 20.900.240 $ | -9.735.074 $ | -31,8 % |
| Creative Planning | 20.200.455 $ | +3.881.161 $ | +23,8 % | 16.319.294 $ | +955.661 $ | +6,2 % | 15.363.633 $ | -3.111.724 $ | -16,8 % | |||
| Atria Investments, Inc | 20.112.384 $ | +742.917 $ | +3,8 % | 19.369.467 $ | +1.976.234 $ | +11,4 % | 17.393.233 $ | +636.425 $ | +3,8 % | 16.756.808 $ | +1.443.381 $ | +9,4 % |
| Janney Montgomery Scott LLC | 19.580.000 $ | +8.579.000 $ | +78,0 % | 11.001.000 $ | -723.000 $ | -6,2 % | 11.724.000 $ | -4.783.000 $ | -29,0 % | |||
| Summit Asset Management, LLC | 19.496.365 $ | +260.883 $ | +1,4 % | 19.235.482 $ | +187.607 $ | +1,0 % | 19.047.875 $ | -15.465.840 $ | -44,8 % | |||
| ARCADIA INVESTMENT ADVISORS LLC | 18.951.697 $ | -317.303 $ | -1,6 % | 19.269.000 $ | +985.510 $ | +5,4 % | 18.283.490 $ | +951.285 $ | +5,5 % | 17.332.205 $ | -5.302.337 $ | -23,4 % |
| Journey Advisory Group, LLC | 500.304 $ | -1.006 $ | -0,2 % | 501.310 $ | -18.580.043 $ | -97,4 % | 19.081.353 $ | -12.411.222 $ | -39,4 % | |||
| Nicht ausgewiesen | 18.998.656 $ | +2.914.779 $ | +18,1 % | 16.083.877 $ | +261.931 $ | +1,7 % | 15.821.946 $ | -38.777 $ | -0,2 % | 15.860.723 $ | -7.444.074 $ | -31,9 % |
| OneDigital Investment Advisors LLC | 17.877.222 $ | -532.913 $ | -2,9 % | 18.410.135 $ | -530.526 $ | -2,8 % | 18.940.661 $ | +14.875.245 $ | +365,9 % | |||
| SONATA CAPITAL GROUP INC | 18.764.810 $ | +508.430 $ | +2,8 % | 18.256.380 $ | +405.773 $ | +2,3 % | 17.850.607 $ | +342.189 $ | +2,0 % | 17.508.418 $ | -2.629.582 $ | -13,1 % |
| Parallel Advisors, LLC | 18.732.976 $ | +2.189.073 $ | +13,2 % | 16.543.903 $ | +877.673 $ | +5,6 % | 15.666.230 $ | -4.300.101 $ | -21,5 % | |||
| Peloton Wealth Strategists | 18.349.000 $ | +119.000 $ | +0,7 % | 18.230.000 $ | +107.000 $ | +0,6 % | 18.123.000 $ | -7.043.000 $ | -28,0 % | |||
| Stonebrook Private Inc. | 18.262.957 $ | +2.299.550 $ | +14,4 % | 15.963.407 $ | +8.049.322 $ | +101,7 % | 7.914.085 $ | -1.266.920 $ | -13,8 % | |||
| Composition Wealth, LLC | 18.194.526 $ | +1.526.920 $ | +9,2 % | 16.667.606 $ | +7.616.380 $ | +84,1 % | 9.051.226 $ | +306.466 $ | +3,5 % | |||
| Corient Private Wealth LP | 8.439.267 $ | +7.487.225 $ | +786,4 % | 952.042 $ | -16.635.998 $ | -94,6 % | 17.588.040 $ | +3.998.164 $ | +29,4 % | |||
| Valmark Advisers, Inc. | 17.554.001 $ | +2.961.235 $ | +20,3 % | 14.592.766 $ | +1.186.614 $ | +8,9 % | 13.406.152 $ | -4.460.907 $ | -25,0 % | |||
| Private Advisor Group, LLC | 17.380.637 $ | +5.660.186 $ | +48,3 % | 11.720.451 $ | +187.483 $ | +1,6 % | 11.532.968 $ | -7.998.605 $ | -41,0 % | |||
| MCF Advisors LLC | 17.138.147 $ | +5.175.459 $ | +43,3 % | 11.962.688 $ | +226.316 $ | +1,9 % | 11.736.372 $ | -18.743.639 $ | -61,5 % | |||
| Apollon Wealth Management, LLC | 533.131 $ | +2.467 $ | +0,5 % | 530.664 $ | -16.228.161 $ | -96,8 % | 16.758.825 $ | +959.400 $ | +6,1 % | |||
| Merit Financial Group, LLC | 16.656.596 $ | +288.692 $ | +1,8 % | 16.367.904 $ | +1.834.439 $ | +12,6 % | 14.533.465 $ | -4.772.389 $ | -24,7 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.872.123 $ | -6.780.481 $ | -40,7 % | 16.652.604 $ | +7.456.722 $ | +81,1 % | 9.195.882 $ | +1.194.517 $ | +14,9 % | |||
| OLD MISSION CAPITAL LLC | 16.148.259 $ | +11.381.558 $ | +238,8 % | 4.766.701 $ | -1.110.827 $ | -18,9 % | ||||||
| NovaPoint Capital, LLC | 13.029.097 $ | +340.839 $ | +2,7 % | 12.688.258 $ | -2.701.136 $ | -17,6 % | 15.389.394 $ | -400.013 $ | -2,5 % | 15.789.407 $ | +1.201.522 $ | +8,2 % |
| Atlantic Union Bankshares Corp | 12.236.942 $ | -3.049.774 $ | -20,0 % | 15.286.716 $ | -268.294 $ | -1,7 % | 15.555.010 $ | -5.461.628 $ | -26,0 % | |||
| Probity Advisors, Inc. | 5.093.141 $ | -4.274.529 $ | -45,6 % | 9.367.670 $ | -6.157.998 $ | -39,7 % | 15.525.668 $ | -2.350.754 $ | -13,2 % | |||
| Cyndeo Wealth Partners, LLC | 15.306.385 $ | +368.579 $ | +2,5 % | 14.937.806 $ | +975.326 $ | +7,0 % | 13.962.480 $ | +3.616.901 $ | +35,0 % | 10.345.579 $ | -2.129.773 $ | -17,1 % |
| Signature Wealth Management Group | 14.728.415 $ | -513.123 $ | -3,4 % | 15.241.538 $ | -10.812.457 $ | -41,5 % | ||||||
| JPMORGAN CHASE & CO | 13.733.240 $ | -1.434.144 $ | -9,5 % | 15.167.384 $ | +3.105.585 $ | +25,7 % | 12.061.799 $ | -40.635.113 $ | -77,1 % | |||
| Modern Wealth Management, LLC | 8.249.877 $ | -6.841.377 $ | -45,3 % | 15.091.254 $ | +2.725.658 $ | +22,0 % | 12.365.596 $ | +19.999 $ | +0,2 % | |||
| SAX WEALTH ADVISORS, LLC | 14.694.125 $ | +712.153 $ | +5,1 % | 13.981.972 $ | +257.860 $ | +1,9 % | 13.724.112 $ | +0 $ | +0,0 % | 13.724.112 $ | -3.510.255 $ | -20,4 % |
| NOVEM GROUP | 12.560.455 $ | -1.898.740 $ | -13,1 % | 14.459.195 $ | +1.590.864 $ | +12,4 % | 12.868.331 $ | +1.150.162 $ | +9,8 % | 11.718.169 $ | +1.583.015 $ | +15,6 % |
| Ironwood Financial, llc | 11.878.177 $ | -2.489.820 $ | -17,3 % | 14.367.997 $ | +296.252 $ | +2,1 % | 14.071.745 $ | +183.563 $ | +1,3 % | 13.888.182 $ | +2.073.477 $ | +17,5 % |
| Commonwealth Financial Services, LLC | 3.554.682 $ | -2.731.824 $ | -43,5 % | 6.286.506 $ | -7.765.643 $ | -55,3 % | 14.052.149 $ | +726.499 $ | +5,5 % | 13.325.650 $ | -61.285 $ | -0,5 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 13.979.000 $ | +1.582.000 $ | +12,8 % | 12.397.000 $ | +1.305.000 $ | +11,8 % | 11.092.000 $ | +2.980.000 $ | +36,7 % | |||
| COLDSTREAM CAPITAL MANAGEMENT INC | 13.606.052 $ | -224.588 $ | -1,6 % | 13.830.640 $ | +746.940 $ | +5,7 % | 13.083.700 $ | -2.687.151 $ | -17,0 % | |||
| Prime Capital Investment Advisors, LLC | 225.871 $ | -82.791 $ | -26,8 % | 308.662 $ | -1.826.445 $ | -85,5 % | 2.135.107 $ | -11.662.580 $ | -84,5 % | 13.797.687 $ | -1.345.593 $ | -8,9 % |
| Keeler Thomas Management LLC | 4.705.872 $ | -295.767 $ | -5,9 % | 5.001.639 $ | -8.327.255 $ | -62,5 % | 13.328.894 $ | -12.514.040 $ | -48,4 % | |||
| REGIONS FINANCIAL CORP | 13.276.996 $ | +82.711 $ | +0,6 % | 13.194.285 $ | +551.768 $ | +4,4 % | 12.642.517 $ | +929.784 $ | +7,9 % | |||
| Crews Bank & Trust | 12.825.800 $ | -448.535 $ | -3,4 % | 13.274.335 $ | +311.493 $ | +2,4 % | 12.962.842 $ | -4.130.802 $ | -24,2 % | |||
| Cerity Partners LLC | 12.430.004 $ | -812.199 $ | -6,1 % | 13.242.203 $ | +3.772.527 $ | +39,8 % | 9.469.676 $ | -203.612 $ | -2,1 % | |||
| MOSELEY INVESTMENT MANAGEMENT INC | 13.169.482 $ | +777.884 $ | +6,3 % | 12.391.598 $ | +210.241 $ | +1,7 % | ||||||
| American Money Management, LLC | 13.078.399 $ | +517.369 $ | +4,1 % | 12.561.030 $ | +503.556 $ | +4,2 % | 12.057.474 $ | +528.210 $ | +4,6 % | |||
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 12.952.101 $ | +206.743 $ | +1,6 % | 12.745.358 $ | +2.617.792 $ | +25,8 % | 10.127.566 $ | -79.400 $ | -0,8 % | 10.206.966 $ | -4.594.463 $ | -31,0 % |
| SAM Advisors, LLC | 12.637.530 $ | +386.504 $ | +3,2 % | 12.251.026 $ | +434.316 $ | +3,7 % | 11.816.710 $ | +408.104 $ | +3,6 % | |||
| Quadrature Capital Ltd | 12.619.407 $ | +10.366.378 $ | +460,1 % | 2.253.029 $ | +1.412.914 $ | +168,2 % | 840.115 $ | |||||
| HAMEL ASSOCIATES, INC. | 11.837.442 $ | -710.427 $ | -5,7 % | 12.547.869 $ | +593.214 $ | +5,0 % | 11.954.655 $ | -5.335.124 $ | -30,9 % | |||
| Guidance Point Advisors, LLC | 12.478.506 $ | +567.717 $ | +4,8 % | 11.910.789 $ | +516.075 $ | +4,5 % | 11.394.714 $ | +154.741 $ | +1,4 % | 11.239.973 $ | -2.750.191 $ | -19,7 % |
| GOLDMAN SACHS GROUP INC | 12.438.145 $ | +3.595.403 $ | +40,7 % | 8.842.742 $ | +7.554.733 $ | +586,5 % | 1.288.009 $ | -3.566.995 $ | -73,5 % | |||
| Beaumont Asset Management, L.L.C. | 6.763.529 $ | +3.806.644 $ | +128,7 % | 2.956.885 $ | -9.005.102 $ | -75,3 % | 11.961.987 $ | +5.128.734 $ | +75,1 % | 6.833.253 $ | -8.341.625 $ | -55,0 % |
| 10Elms LLP | 11.940.935 $ | +4.749.073 $ | +66,0 % | 7.191.862 $ | +3.161.393 $ | +78,4 % | 4.030.469 $ | -1.202.342 $ | -23,0 % | |||
| Atomic Invest LLC | 9.821.386 $ | -2.043.150 $ | -17,2 % | 11.864.536 $ | -54.132 $ | -0,5 % | 11.918.668 $ | |||||
| Madden Advisory Services, Inc. | 11.763.202 $ | -130.831 $ | -1,1 % | 11.894.033 $ | +1.426.036 $ | +13,6 % | 10.467.997 $ | -6.964.881 $ | -40,0 % | |||
| Kesler, Norman & Wride, LLC | 11.160.340 $ | -521.471 $ | -4,5 % | 11.681.811 $ | +113.410 $ | +1,0 % | 11.568.401 $ | -4.372.076 $ | -27,4 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11.665.125 $ | +1.245.714 $ | +12,0 % | 10.419.411 $ | +2.658.069 $ | +34,2 % | 7.761.342 $ | -1.674.909 $ | -17,7 % | |||
| Evergreen Private Wealth LLC | 11.541.190 $ | +353.759 $ | +3,2 % | 11.187.431 $ | +298.072 $ | +2,7 % | 10.889.359 $ | +770.187 $ | +7,6 % | |||
| Heartland Bank & Trust Co | 11.373.790 $ | +1.115.997 $ | +10,9 % | 10.257.793 $ | +1.270.650 $ | +14,1 % | 8.987.143 $ | -2.152.962 $ | -19,3 % | |||
| Houlihan Financial Resource Group, Ltd. | 11.197.876 $ | +81.713 $ | +0,7 % | 11.116.163 $ | -49.288 $ | -0,4 % | 11.165.451 $ | +3.909.922 $ | +53,9 % | |||
| TD Waterhouse Canada Inc. | 1.226.544 $ | -35.672 $ | -2,8 % | 1.262.216 $ | -578.970 $ | -31,4 % | 1.841.186 $ | -9.177.022 $ | -83,3 % | 11.018.208 $ | -7.545.535 $ | -40,6 % |
| MONECO ADVISORS, LLC | 10.977.218 $ | +116.120 $ | +1,1 % | 10.861.098 $ | +435.232 $ | +4,2 % | 10.425.866 $ | -5.143.001 $ | -33,0 % | |||
| Krilogy Financial LLC | 5.240.978 $ | -282.519 $ | -5,1 % | 5.523.497 $ | -5.310.406 $ | -49,0 % | 10.833.903 $ | -131.874 $ | -1,2 % | 10.965.777 $ | -4.632.617 $ | -29,7 % |
| Matthew Goff Investment Advisor, LLC | 6.401.590 $ | +3.030.374 $ | +89,9 % | 3.371.216 $ | -7.573.650 $ | -69,2 % | 10.944.866 $ | -13.480.258 $ | -55,2 % | |||
| 4Thought Financial Group Inc. | 10.938.566 $ | +2.048.100 $ | +23,0 % | 8.890.466 $ | -36.847 $ | -0,4 % | 8.927.313 $ | -4.014.714 $ | -31,0 % | |||
| Balentine LLC | 10.520.535 $ | -401.778 $ | -3,7 % | 10.922.313 $ | +2.993.529 $ | +37,8 % | 7.928.784 $ | -6.917.685 $ | -46,6 % | |||
| Bulltick Wealth Management, LLC | 282.401 $ | -2.030.822 $ | -87,8 % | 2.313.223 $ | -8.602.755 $ | -78,8 % | 10.915.978 $ | -31.537 $ | -0,3 % | |||
| PSI Advisors, LLC | 4.687.982 $ | -4.158.152 $ | -47,0 % | 8.846.134 $ | -1.767.683 $ | -16,7 % | 10.613.817 $ | -2.630.420 $ | -19,9 % | |||
| PRECEDENT WEALTH PARTNERS, LLC | 10.494.399 $ | +2.548.731 $ | +32,1 % | 7.945.668 $ | +650.463 $ | +8,9 % | 7.295.205 $ | +187.093 $ | +2,6 % | 7.108.112 $ | -1.767.973 $ | -19,9 % |
| First International Bank of Israel Ltd. | 10.150.500 $ | -32.160 $ | -0,3 % | 10.182.660 $ | -294.208 $ | -2,8 % | 10.476.868 $ | +20.890 $ | +0,2 % | |||
| Winthrop Partners - WNY, LLC | 10.318.154 $ | -66.783 $ | -0,6 % | 10.384.937 $ | +20.003 $ | +0,2 % | 10.364.934 $ | |||||
| FULTON BREAKEFIELD BROENNIMAN LLC | 10.381.072 $ | +291.196 $ | +2,9 % | 10.089.876 $ | +47.704 $ | +0,5 % | 10.042.172 $ | -5.937.646 $ | -37,2 % | |||
| Laurel Wealth Advisors LLC | 10.292.921 $ | +106.544 $ | +1,0 % | 10.186.377 $ | -94.404 $ | -0,9 % | 10.280.781 $ | -3.985.210 $ | -27,9 % | |||
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 10.290.092 $ | +1.687.135 $ | +19,6 % | 8.602.957 $ | +1.250.662 $ | +17,0 % | 7.352.295 $ | -3.073.520 $ | -29,5 % | |||
| Independent Advisor Alliance | 10.091.191 $ | |||||||||||
| Penobscot Investment Management Company, Inc. | 9.995.873 $ | +809.661 $ | +8,8 % | 9.186.212 $ | +224.413 $ | +2,5 % | 8.961.799 $ | +2.257.063 $ | +33,7 % | |||
| Resonant Capital Advisors, LLC | 9.386.438 $ | -331.945 $ | -3,4 % | 9.718.383 $ | -276.874 $ | -2,8 % | 9.995.257 $ | +114.528 $ | +1,2 % | 9.880.729 $ | -4.505.679 $ | -31,3 % |
| Great Diamond Partners, LLC | 8.333.350 $ | +2.998.491 $ | +56,2 % | 5.334.859 $ | -4.546.095 $ | -46,0 % | 9.880.954 $ | +1.647.804 $ | +20,0 % | 8.233.150 $ | +2.108.924 $ | +34,4 % |
| KWB Wealth | 9.089.537 $ | -733.213 $ | -7,5 % | 9.822.750 $ | +155.091 $ | +1,6 % | 9.667.659 $ | +0 $ | +0,0 % | 9.667.659 $ | +784.063 $ | +8,8 % |
| Kingsview Wealth Management, LLC | 7.416.192 $ | +2.411.587 $ | +48,2 % | 5.004.605 $ | -4.794.312 $ | -48,9 % | 9.798.917 $ | +6.855.164 $ | +232,9 % | |||
| Sowell Financial Services LLC | 8.837.211 $ | -834.733 $ | -8,6 % | 9.671.944 $ | -58.798 $ | -0,6 % | 9.730.742 $ | +313.133 $ | +3,3 % | 9.417.609 $ | -3.325.000 $ | -26,1 % |
| HANCOCK WHITNEY CORP | 9.527.555 $ | -136.981 $ | -1,4 % | 9.664.536 $ | +337.554 $ | +3,6 % | 9.326.982 $ | -4.121.526 $ | -30,6 % | |||
| Avantax Planning Partners, Inc. | 9.648.170 $ | +289.274 $ | +3,1 % | 9.358.896 $ | +220.802 $ | +2,4 % | 9.138.094 $ | -941.055 $ | -9,3 % | |||
| PFG Private Wealth Management, LLC | 9.011.809 $ | +124.199 $ | +1,4 % | 8.887.610 $ | -736.539 $ | -7,7 % | 9.624.149 $ | +451.709 $ | +4,9 % | 9.172.440 $ | ||
| NorthRock Partners, LLC | 9.531.773 $ | +3.550.341 $ | +59,4 % | 5.981.432 $ | -287.316 $ | -4,6 % | 6.268.748 $ | +1.510.375 $ | +31,7 % | |||
| CX Institutional | 9.512.000 $ | +932.000 $ | +10,9 % | 8.580.000 $ | +3.165.000 $ | +58,4 % | 5.415.000 $ | +4.359.000 $ | +412,8 % | 1.056.000 $ | +249.000 $ | +30,9 % |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1.823.861 $ | -970.122 $ | -34,7 % | 2.793.983 $ | -892.421 $ | -24,2 % | 3.686.404 $ | -5.728.581 $ | -60,8 % | 9.414.985 $ | -6.096.094 $ | -39,3 % |
| MARSHALL WACE, LLP | 9.305.502 $ | +3.854.215 $ | +70,7 % | 5.451.287 $ | +122.838 $ | +2,3 % | 5.328.449 $ | +151.789 $ | +2,9 % | |||
| Godshalk Welsh Capital Management, Inc. | 9.289.726 $ | +348.214 $ | +3,9 % | 8.941.512 $ | +1.108.483 $ | +14,2 % | 7.833.029 $ | -47.940 $ | -0,6 % | |||
| McGuire Investment Group, LLC | 281.740 $ | -8.478.402 $ | -96,8 % | 8.760.142 $ | -194.418 $ | -2,2 % | 8.954.560 $ | +892.233 $ | +11,1 % | |||
| Cornell Pochily Investment Advisors, Inc. | 4.477.223 $ | -267.281 $ | -5,6 % | 4.744.504 $ | -4.204.482 $ | -47,0 % | 8.948.986 $ | +539.428 $ | +6,4 % | 8.409.558 $ | -781.941 $ | -8,5 % |
| Amplius Wealth Advisors, LLC | 1.320.437 $ | -147.981 $ | -10,1 % | 1.468.418 $ | +51.148 $ | +3,6 % | 1.417.270 $ | -7.483.323 $ | -84,1 % | 8.900.593 $ | +413.906 $ | +4,9 % |
| Atwater Malick LLC | 8.881.403 $ | +30.303 $ | +0,3 % | 8.851.100 $ | +177.698 $ | +2,0 % | 8.673.402 $ | +21.113 $ | +0,2 % | 8.652.289 $ | -883.749 $ | -9,3 % |
| Leo Wealth, LLC | 8.859.136 $ | +68.691 $ | +0,8 % | 8.790.445 $ | -2.677.055 $ | -23,3 % | ||||||
| Jacobi Capital Management LLC | 8.800.184 $ | +3.875.340 $ | +78,7 % | 4.924.844 $ | +694.952 $ | +16,4 % | 4.229.892 $ | +275.178 $ | +7,0 % | |||
| MEMBERS WEALTH LLC | 5.973.505 $ | -635.655 $ | -9,6 % | 6.609.160 $ | +1.310.013 $ | +24,7 % | 5.299.147 $ | -3.357.018 $ | -38,8 % | 8.656.165 $ | +446.774 $ | +5,4 % |
| Linscomb Wealth, Inc. | 6.827.286 $ | -380.312 $ | -5,3 % | 7.207.598 $ | -1.086.431 $ | -13,1 % | 8.294.029 $ | +146.934 $ | +1,8 % | |||
| EIGHT 31 FINANCIAL, LLC | 8.102.725 $ | +157.210 $ | +2,0 % | 7.945.515 $ | -232.184 $ | -2,8 % | 8.177.699 $ | +541.553 $ | +7,1 % | |||
| Trek Financial, LLC | 8.157.452 $ | +1.075.286 $ | +15,2 % | |||||||||
| BLUE SQUARE ASSET MANAGEMENT, LLC | 7.779.990 $ | -273.777 $ | -3,4 % | 8.053.767 $ | +2.520.396 $ | +45,5 % | 5.533.371 $ | +168.672 $ | +3,1 % | |||
| Wealthcare Advisory Partners LLC | 7.995.508 $ | +91.907 $ | +1,2 % | 7.903.601 $ | +2.711.767 $ | +52,2 % | 5.191.834 $ | -286.767 $ | -5,2 % | 5.478.601 $ | +247.692 $ | +4,7 % |
| Tactive Advisors, LLC | 3.360.022 $ | +1.604.089 $ | +91,4 % | 1.755.933 $ | -3.005.139 $ | -63,1 % | 4.761.072 $ | -3.220.308 $ | -40,3 % | 7.981.380 $ | +2.191.945 $ | +37,9 % |
| Brookstone Capital Management | 6.842.475 $ | -717.063 $ | -9,5 % | 7.559.538 $ | +2.046.839 $ | +37,1 % | 5.512.699 $ | -2.443.621 $ | -30,7 % | 7.956.320 $ | +1.014.052 $ | +14,6 % |
| McNaughton Wealth Management, LLC | 7.946.585 $ | +136.484 $ | +1,7 % | 7.810.101 $ | +1.706.854 $ | +28,0 % | 6.103.247 $ | -62.155 $ | -1,0 % | 6.165.402 $ | +986.402 $ | +19,0 % |
| Avestar Capital, LLC | 7.945.532 $ | +1.645.626 $ | +26,1 % | 6.299.906 $ | +85.608 $ | +1,4 % | 6.214.298 $ | +255.367 $ | +4,3 % | |||
| ALEXANDER LABRUNERIE & CO., INC. | 7.884.551 $ | +2.732.238 $ | +53,0 % | 5.152.313 $ | +205.913 $ | +4,2 % | 4.946.400 $ | +321.292 $ | +6,9 % | |||
| HARBOR ADVISORY CORP /MA/ | 7.770.068 $ | +671.424 $ | +9,5 % | 7.098.644 $ | +139.939 $ | +2,0 % | 6.958.705 $ | -3.305.603 $ | -32,2 % | |||
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 7.533.034 $ | -47.827 $ | -0,6 % | 7.580.861 $ | -156.230 $ | -2,0 % | 7.737.091 $ | +485.230 $ | +6,7 % | 7.251.861 $ | -3.914.971 $ | -35,1 % |
| Parkway Wealth Management Group, LLC | 7.131.263 $ | -529.648 $ | -6,9 % | 7.660.911 $ | +203.288 $ | +2,7 % | 7.457.623 $ | +464.088 $ | +6,6 % | 6.993.535 $ | ||
| Cresset Asset Management, LLC | 7.657.764 $ | +6.967.788 $ | +1.009,9 % | 689.976 $ | -79.778 $ | -10,4 % | 769.754 $ | +182.047 $ | +31,0 % | |||
| SEGALL BRYANT & HAMILL, LLC | 7.365.769 $ | +3.725 $ | +0,1 % | 7.362.044 $ | -254.476 $ | -3,3 % | 7.616.520 $ | -157.538 $ | -2,0 % | |||
| BostonPremier Wealth LLC | 7.604.477 $ | +253.886 $ | +3,5 % | 7.350.591 $ | +2.878.108 $ | +64,4 % | 4.472.483 $ | +39.999 $ | +0,9 % | 4.432.484 $ | +17.826 $ | +0,4 % |
| Sightline Wealth Advisors, LLC | 6.293.107 $ | +811.137 $ | +14,8 % | 5.481.970 $ | +363.277 $ | +7,1 % | 5.118.693 $ | -2.406.130 $ | -32,0 % | 7.524.823 $ | -827.148 $ | -9,9 % |
| CORA CAPITAL ADVISORS LLC | 7.405.289 $ | +2.726.213 $ | +58,3 % | 4.679.076 $ | +266.766 $ | +6,0 % | 4.412.310 $ | +102.986 $ | +2,4 % | |||
| FLOW TRADERS U.S. LLC | 3.496.000 $ | -3.893.000 $ | -52,7 % | 7.389.000 $ | +6.105.000 $ | +475,5 % | 1.284.000 $ | -3.294.000 $ | -72,0 % | |||
| ADAMSBROWN WEALTH CONSULTANTS LLC | 7.308.666 $ | |||||||||||
| Concurrent Investment Advisors, LLC | 7.280.386 $ | +4.163.098 $ | +133,5 % | 3.117.288 $ | +2.401.018 $ | +335,2 % | 716.270 $ | +19.167 $ | +2,7 % | 697.103 $ | +293.702 $ | +72,8 % |
| Stratos Wealth Advisors, LLC | 7.276.525 $ | +632.137 $ | +9,5 % | 6.644.388 $ | +1.513.624 $ | +29,5 % | 5.130.764 $ | +848.768 $ | +19,8 % | |||
| Granite Harbor Advisors, Inc. | 7.271.836 $ | +103.783 $ | +1,4 % | 7.168.053 $ | +886.533 $ | +14,1 % | 6.281.520 $ | -2.452.239 $ | -28,1 % | |||
| KINTRA WEALTH, LLC | 7.256.389 $ | +88.560 $ | +1,2 % | 7.167.829 $ | +3.022.862 $ | +72,9 % | 4.144.967 $ | -1.041.820 $ | -20,1 % | |||
| TITLEIST ASSET MANAGEMENT, LLC | 6.947.692 $ | +29.969 $ | +0,4 % | 6.917.723 $ | ||||||||
| Cherry Tree Wealth Management, LLC | 6.234.452 $ | -444.141 $ | -6,7 % | 6.678.593 $ | +54.984 $ | +0,8 % | 6.623.609 $ | -280.397 $ | -4,1 % | 6.904.006 $ | -754.803 $ | -9,9 % |
| Equitable Holdings, Inc. | 6.889.767 $ | +373.800 $ | +5,7 % | 6.515.967 $ | +1.536.355 $ | +30,9 % | 4.979.612 $ | +1.720.102 $ | +52,8 % | |||
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 6.877.347 $ | +624.812 $ | +10,0 % | 6.252.535 $ | -71.974 $ | -1,1 % | 6.324.509 $ | -4.716.807 $ | -42,7 % | |||
| McGlone Suttner Wealth Management, Inc. | 6.863.262 $ | +436.233 $ | +6,8 % | 6.427.029 $ | +113.082 $ | +1,8 % | 6.313.947 $ | +360.035 $ | +6,0 % | 5.953.912 $ | -2.087.054 $ | -26,0 % |
| Scissortail Wealth Management, LLC | 6.736.668 $ | +428.987 $ | +6,8 % | 6.307.681 $ | +800.085 $ | +14,5 % | 5.507.596 $ | -9.103.548 $ | -62,3 % | |||
| MinichMacGregor Wealth Management, LLC | 6.730.553 $ | +139.829 $ | +2,1 % | 6.590.724 $ | +141.362 $ | +2,2 % | 6.449.362 $ | +197.727 $ | +3,2 % | 6.251.635 $ | +148.824 $ | +2,4 % |
| CITIGROUP INC | 6.608.946 $ | +438.397 $ | +7,1 % | 6.170.549 $ | +238.304 $ | +4,0 % | 5.932.245 $ | -16.214 $ | -0,3 % | |||
| Rockefeller Capital Management L.P. | 6.565.510 $ | +720.858 $ | +12,3 % | 5.844.652 $ | +160.774 $ | +2,8 % | 5.683.878 $ | -942.337 $ | -14,2 % | |||
| Breachway Investments LLC | 4.913.297 $ | -237.343 $ | -4,6 % | 5.150.640 $ | -1.300.692 $ | -20,2 % | 6.451.332 $ | +225.001 $ | +3,6 % | 6.226.331 $ | ||
| Integras Partners LLC | 6.444.448 $ | +144.726 $ | +2,3 % | |||||||||
| Cheviot Value Management, LLC | 6.182.483 $ | -184.011 $ | -2,9 % | 6.366.494 $ | +319.506 $ | +5,3 % | 6.046.988 $ | +473.096 $ | +8,5 % | |||
| New England Private Wealth Advisors LLC | 5.541.050 $ | -554.694 $ | -9,1 % | 6.095.744 $ | -48.014 $ | -0,8 % | 6.143.758 $ | -154.594 $ | -2,5 % | 6.298.352 $ | -6.344.953 $ | -50,2 % |
| SMITH, MOORE & CO. | 5.881.142 $ | -79.377 $ | -1,3 % | 5.960.519 $ | -259.599 $ | -4,2 % | 6.220.118 $ | -2.876.098 $ | -31,6 % | |||
| Invera Wealth Advisors, LLC | 6.160.735 $ | +2.870.971 $ | +87,3 % | 3.289.764 $ | ||||||||
| Kastel Capital Advisors, LLC | 6.138.804 $ | +361.219 $ | +6,3 % | 5.777.585 $ | +0 $ | +0,0 % | 5.777.585 $ | |||||
| Integrated Advisors Network LLC | 5.547.889 $ | -406.832 $ | -6,8 % | 5.954.721 $ | +148.764 $ | +2,6 % | 5.805.957 $ | +589.759 $ | +11,3 % | 5.216.198 $ | -2.028.525 $ | -28,0 % |
| HARBOR INVESTMENT ADVISORY, LLC | 5.949.304 $ | +200.299 $ | +3,5 % | 5.749.005 $ | +255.602 $ | +4,7 % | 5.493.403 $ | +358.041 $ | +7,0 % | 5.135.362 $ | -1.005.818 $ | -16,4 % |
| Cypress Point Wealth Management, LLC | 3.646.143 $ | +235.100 $ | +6,9 % | 3.411.043 $ | -2.465.890 $ | -42,0 % | 5.876.933 $ | -2.758.138 $ | -31,9 % | |||
| Baird Financial Group, Inc. | 5.856.311 $ | +666.560 $ | +12,8 % | 5.189.751 $ | +476.297 $ | +10,1 % | 4.713.454 $ | -1.134.380 $ | -19,4 % | |||
| Twin Cities Retirement Group LLC | 5.627.824 $ | +873.746 $ | +18,4 % | 4.754.078 $ | -968.302 $ | -16,9 % | 5.722.380 $ | -132.160 $ | -2,3 % | 5.854.540 $ | ||
| FIRST MANHATTAN CO. LLC. | 5.841.966 $ | +835.653 $ | +16,7 % | 5.006.313 $ | +2.048.466 $ | +69,3 % | 2.957.847 $ | -894.746 $ | -23,2 % | |||
| Steward Partners Investment Advisory, LLC | 5.821.498 $ | +1.658.414 $ | +39,8 % | 4.163.084 $ | +392.855 $ | +10,4 % | 3.770.229 $ | -2.987.436 $ | -44,2 % | |||
| Delta Wealth Advisors LLC | 5.789.023 $ | +236.629 $ | +4,3 % | 5.552.394 $ | +234.734 $ | +4,4 % | 5.317.660 $ | +1.264.296 $ | +31,2 % | 4.053.364 $ | ||
| Aspen Wealth Management LLC | 5.780.136 $ | +1.607.137 $ | +38,5 % | 4.172.999 $ | +115.848 $ | +2,9 % | 4.057.151 $ | +763.314 $ | +23,2 % | 3.293.837 $ | +15.616 $ | +0,5 % |
| High Note Wealth, LLC | 5.731.542 $ | +2.823.639 $ | +97,1 % | 2.907.903 $ | +2.074.095 $ | +248,7 % | 833.808 $ | +720.732 $ | +637,4 % | |||
| ASSOCIATED BANC-CORP | 5.693.417 $ | +238.616 $ | +4,4 % | 5.454.801 $ | +221.248 $ | +4,2 % | 5.233.553 $ | -3.179.155 $ | -37,8 % | |||
| Foundation Wealth Management, LLC | 5.578.228 $ | -68.326 $ | -1,2 % | 5.646.554 $ | +14.286 $ | +0,3 % | 5.632.268 $ | +55.619 $ | +1,0 % | 5.576.649 $ | -2.674.023 $ | -32,4 % |
| Apex Wealth Management, LLC | 5.621.816 $ | |||||||||||
| RIA Advisory Group LLC | 4.581.508 $ | -1.001.145 $ | -17,9 % | 5.582.653 $ | +1.173.823 $ | +26,6 % | 4.408.830 $ | +71.070 $ | +1,6 % | 4.337.760 $ | -1.563.285 $ | -26,5 % |
| Aviance Capital Partners, LLC | 5.550.445 $ | +481.512 $ | +9,5 % | 5.068.933 $ | +248.011 $ | +5,1 % | 4.820.922 $ | -490.365 $ | -9,2 % | |||
| TWO SIGMA INVESTMENTS, LP | 5.505.354 $ | +558.204 $ | +11,3 % | 4.947.150 $ | +1.916.070 $ | +63,2 % | 3.031.080 $ | -1.800.022 $ | -37,3 % | |||
| Prospera Financial Services Inc | 5.471.560 $ | +857.840 $ | +18,6 % | 4.613.720 $ | -518.235 $ | -10,1 % | 5.131.955 $ | -687.181 $ | -11,8 % | |||
| NorthCoast Asset Management LLC | 5.448.634 $ | +152.112 $ | +2,9 % | 5.296.522 $ | -59.909 $ | -1,1 % | 5.356.431 $ | -5.661.063 $ | -51,4 % | |||
| LRI Investments, LLC | 5.397.612 $ | +1.003.458 $ | +22,8 % | 4.394.154 $ | +77.515 $ | +1,8 % | 4.316.639 $ | +264.605 $ | +6,5 % | |||
| Chicago Partners Investment Group LLC | 5.382.815 $ | +76.697 $ | +1,4 % | 5.306.118 $ | +4.184.798 $ | +373,2 % | 1.121.320 $ | -12.883 $ | -1,1 % | |||
| Forvis Mazars Wealth Advisors, LLC | 5.340.569 $ | +150.596 $ | +2,9 % | 5.189.973 $ | +416.574 $ | +8,7 % | 4.773.399 $ | -56.660 $ | -1,2 % | 4.830.059 $ | -686.113 $ | -12,4 % |
| J.W. COLE ADVISORS, INC. | 5.329.072 $ | +679.159 $ | +14,6 % | 4.649.913 $ | +164.812 $ | +3,7 % | 4.485.101 $ | -453.551 $ | -9,2 % | |||
| PRUDENTIAL PLC | 5.302.335 $ | |||||||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 3.699.973 $ | -1.600.303 $ | -30,2 % | 5.300.276 $ | +2.408.868 $ | +83,3 % | 2.891.408 $ | -927.567 $ | -24,3 % | 3.818.975 $ | -584.225 $ | -13,3 % |
| NATIXIS ADVISORS, LLC | 5.286.000 $ | +2.637.000 $ | +99,5 % | 2.649.000 $ | ||||||||
| Foundry Financial Group, Inc. | 4.688.115 $ | -118.180 $ | -2,5 % | 4.806.295 $ | -397.074 $ | -7,6 % | 5.203.369 $ | -3.849.274 $ | -42,5 % | |||
| Cove Private Wealth, LLC | 5.191.842 $ | +2.901.870 $ | +126,7 % | 2.289.972 $ | +1.477.298 $ | +181,8 % | 812.674 $ | -564.151 $ | -41,0 % | |||
| Wealth Management Partners, LLC | 5.145.624 $ | +152.955 $ | +3,1 % | 4.992.669 $ | +2.123.722 $ | +74,0 % | 2.868.947 $ | +369.080 $ | +14,8 % | 2.499.867 $ | +314.788 $ | +14,4 % |
| TUCKER ASSET MANAGEMENT LLC | 5.119.900 $ | +2.251.263 $ | +78,5 % | 2.868.637 $ | +2.856.151 $ | +22.874,8 % | 12.486 $ | -354 $ | -2,8 % | |||
| RIVERCHASE WEALTH MANAGEMENT, LLC | 5.064.132 $ | +234.025 $ | +4,8 % | 4.830.107 $ | +58.456 $ | +1,2 % | 4.771.651 $ | -1.168.696 $ | -19,7 % | |||
| DRIVE WEALTH MANAGEMENT, LLC | 1.242.631 $ | -3.070.833 $ | -71,2 % | 4.313.464 $ | -724.685 $ | -14,4 % | 5.038.149 $ | -4.435.825 $ | -46,8 % | |||
| Chesley Taft & Associates LLC | 4.128.747 $ | -391.757 $ | -8,7 % | 4.520.504 $ | -497.258 $ | -9,9 % | 5.017.762 $ | -3.053 $ | -0,1 % | 5.020.815 $ | -383.515 $ | -7,1 % |
| FF Advisors,LLC | 1.083.025 $ | -390.555 $ | -26,5 % | 1.473.580 $ | -1.824.320 $ | -55,3 % | 3.297.900 $ | -1.597.235 $ | -32,6 % | 4.895.135 $ | +1.493.774 $ | +43,9 % |
| TFR Capital, LLC. | 4.875.493 $ | +255.665 $ | +5,5 % | 4.619.828 $ | +1.209.609 $ | +35,5 % | 3.410.219 $ | -976.317 $ | -22,3 % | |||
| Western Wealth Management, LLC | 4.834.427 $ | +4.501.970 $ | +1.354,2 % | 332.457 $ | +110.394 $ | +49,7 % | 222.063 $ | |||||
| Paradigm, Strategies in Wealth Management, LLC | 1.038.678 $ | -1.834.277 $ | -63,8 % | 2.872.955 $ | -950.224 $ | -24,9 % | 3.823.179 $ | -979.675 $ | -20,4 % | 4.802.854 $ | -503.662 $ | -9,5 % |
| Financial Engines Advisors L.L.C. | 4.749.277 $ | +543.904 $ | +12,9 % | 4.205.373 $ | -216.766 $ | -4,9 % | 4.422.139 $ | -550.196 $ | -11,1 % | |||
| LifePlan Financial, LLC | 2.924.128 $ | -627.817 $ | -17,7 % | 3.551.945 $ | -630.903 $ | -15,1 % | 4.182.848 $ | -512.428 $ | -10,9 % | 4.695.276 $ | -605.726 $ | -11,4 % |
| DEUTSCHE BANK AG\ | 4.475.574 $ | -135.754 $ | -2,9 % | 4.611.328 $ | -50.453 $ | -1,1 % | 4.661.781 $ | -11.504.329 $ | -71,2 % | |||
| IHT Wealth Management, LLC | 4.632.757 $ | +780.921 $ | +20,3 % | 3.851.836 $ | +813.325 $ | +26,8 % | 3.038.511 $ | -220.671 $ | -6,8 % | |||
| Wolfstich Capital, LLC | 4.621.053 $ | |||||||||||
| Centric Wealth Management | 4.608.578 $ | +0 $ | +0,0 % | 4.608.578 $ | +204.801 $ | +4,7 % | 4.403.777 $ | -1.642.727 $ | -27,2 % | |||
| SENTINEL PENSION ADVISORS, LLC | 3.431.494 $ | +33.379 $ | +1,0 % | 3.398.115 $ | -1.198.597 $ | -26,1 % | 4.596.712 $ | -1.011.234 $ | -18,0 % | |||
| Fortis Capital Management LLC | 4.551.665 $ | +858.763 $ | +23,3 % | 3.692.902 $ | -26.704 $ | -0,7 % | 3.719.606 $ | -1.061.626 $ | -22,2 % | |||
| GOULD ASSET MANAGEMENT LLC /CA/ | 4.527.253 $ | +126.880 $ | +2,9 % | 4.400.373 $ | +8.143 $ | +0,2 % | 4.392.230 $ | +83.711 $ | +1,9 % | |||
| Intrua Financial, LLC | 4.478.908 $ | +1.854.488 $ | +70,7 % | 2.624.420 $ | +452.092 $ | +20,8 % | 2.172.328 $ | +154.826 $ | +7,7 % | |||
| SPHERA FUNDS MANAGEMENT LTD. | 4.454.766 $ | |||||||||||
| Sequoia Financial Advisors, LLC | 4.387.607 $ | +110.320 $ | +2,6 % | 4.277.287 $ | +1.915.315 $ | +81,1 % | 2.361.972 $ | -1.514.330 $ | -39,1 % | |||
| PNC FINANCIAL SERVICES GROUP, INC. | 3.947.620 $ | -410.409 $ | -9,4 % | 4.358.029 $ | +1.789.067 $ | +69,6 % | 2.568.962 $ | -169.601 $ | -6,2 % | |||
| Berger Financial Group, Inc | 4.283.060 $ | -50.390 $ | -1,2 % | 4.333.450 $ | +91.786 $ | +2,2 % | 4.241.664 $ | +159.868 $ | +3,9 % | |||
| CABOT WEALTH MANAGEMENT INC | 4.304.469 $ | +1.886.189 $ | +78,0 % | 2.418.280 $ | +354.234 $ | +17,2 % | 2.064.046 $ | +112.174 $ | +5,7 % | |||
| Curbstone Financial Management Corp | 4.259.365 $ | +680.470 $ | +19,0 % | 3.578.895 $ | -7.352 $ | -0,2 % | 3.586.247 $ | +426.610 $ | +13,5 % | 3.159.637 $ | +1.726.290 $ | +120,4 % |
| Farther Finance Advisors, LLC | 4.217.349 $ | +266.559 $ | +6,7 % | 3.950.790 $ | +1.491.871 $ | +60,7 % | 2.458.919 $ | -93.002 $ | -3,6 % | 2.551.921 $ | +1.028.913 $ | +67,6 % |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 3.859.266 $ | -188.489 $ | -4,7 % | 4.047.755 $ | -138.507 $ | -3,3 % | 4.186.262 $ | +218.712 $ | +5,5 % | |||
| FIFTH THIRD BANCORP | 4.115.145 $ | +648.718 $ | +18,7 % | 3.466.427 $ | +2.541.946 $ | +275,0 % | 924.481 $ | -58.943 $ | -6,0 % | |||
| Shira Ridge Wealth Management | 249.914 $ | +2.089 $ | +0,8 % | 247.825 $ | -182.857 $ | -42,5 % | 430.682 $ | -3.652.236 $ | -89,5 % | 4.082.918 $ | +3.327.640 $ | +440,6 % |
| JAMES INVESTMENT RESEARCH, INC. | 3.302.768 $ | -114.675 $ | -3,4 % | 3.417.443 $ | -76.798 $ | -2,2 % | 3.494.241 $ | -588.003 $ | -14,4 % | 4.082.244 $ | +1.172.687 $ | +40,3 % |
| ADIRONDACK TRUST CO | 4.052.521 $ | +173.607 $ | +4,5 % | 3.878.914 $ | +10.061 $ | +0,3 % | 3.868.853 $ | +451.839 $ | +13,2 % | 3.417.014 $ | +19.288 $ | +0,6 % |
| IFG Advisory, LLC | 4.038.680 $ | +891.743 $ | +28,3 % | 3.146.937 $ | +109.846 $ | +3,6 % | ||||||
| Arcataur Capital Management LLC | 3.990.215 $ | +18.056 $ | +0,5 % | 3.972.159 $ | +10.817 $ | +0,3 % | 3.961.342 $ | +317.575 $ | +8,7 % | 3.643.767 $ | -42.454 $ | -1,2 % |
| POSTROCK PARTNERS LLC | 3.986.314 $ | +148.749 $ | +3,9 % | 3.837.565 $ | +23.176 $ | +0,6 % | 3.814.389 $ | -868.847 $ | -18,6 % | |||
| Archford Capital Strategies, LLC | 3.477.714 $ | -16.864 $ | -0,5 % | 3.494.578 $ | -330.362 $ | -8,6 % | 3.824.940 $ | -125.702 $ | -3,2 % | 3.950.642 $ | -2.760.157 $ | -41,1 % |
| CARY STREET PARTNERS FINANCIAL LLC | 3.682.029 $ | -100.073 $ | -2,6 % | 3.782.102 $ | -145.686 $ | -3,7 % | 3.927.788 $ | -1.023.388 $ | -20,7 % | |||
| WRAPMANAGER INC | 3.523.964 $ | -375.450 $ | -9,6 % | 3.899.414 $ | +84.693 $ | +2,2 % | 3.814.721 $ | -836.682 $ | -18,0 % | |||
| Lantz Financial LLC | 3.897.451 $ | +208.255 $ | +5,6 % | 3.689.196 $ | +106.187 $ | +3,0 % | 3.583.009 $ | +476.502 $ | +15,3 % | 3.106.507 $ | -3.929 $ | -0,1 % |
| Fortis Advisors, LLC | 3.874.990 $ | +1.485.589 $ | +62,2 % | 2.389.401 $ | ||||||||
| Roble, Belko & Company, Inc | 3.866.000 $ | +948.000 $ | +32,5 % | 2.918.000 $ | +1.658.000 $ | +131,6 % | 1.260.000 $ | -885.000 $ | -41,3 % | |||
| TRUE Private Wealth Advisors | 3.860.178 $ | +875.645 $ | +29,3 % | 2.984.533 $ | +1.157.833 $ | +63,4 % | 1.826.700 $ | +199.420 $ | +12,3 % | 1.627.280 $ | ||
| 5th Street Advisors, LLC | 3.653.280 $ | -183.270 $ | -4,8 % | 3.836.550 $ | +97.628 $ | +2,6 % | ||||||
| First Fiduciary Investment Counsel, Inc. | 3.750.000 $ | +23.000 $ | +0,6 % | 3.727.000 $ | -81.000 $ | -2,1 % | 3.808.000 $ | -1.713.000 $ | -31,0 % | |||
| BEACON FINANCIAL GROUP | 2.943.811 $ | +18.006 $ | +0,6 % | 2.925.805 $ | -767.155 $ | -20,8 % | 3.692.960 $ | -88.223 $ | -2,3 % | 3.781.183 $ | +307.626 $ | +8,9 % |
| IRON Financial LLC | 3.617.780 $ | -110.659 $ | -3,0 % | 3.728.439 $ | -34.598 $ | -0,9 % | 3.763.037 $ | -2.133.205 $ | -36,2 % | |||
| Scott Capital Advisors, LLC | 3.752.461 $ | +3.522.257 $ | +1.530,1 % | 230.204 $ | ||||||||
| AssuredPartners Investment Advisors, LLC | 3.748.505 $ | +80.492 $ | +2,2 % | 3.668.013 $ | ||||||||
| Spire Wealth Management | 3.742.847 $ | +2.885.488 $ | +336,6 % | 857.359 $ | +233.209 $ | +37,4 % | 624.150 $ | -2.254.732 $ | -78,3 % | |||
| Ellis Investment Partners, LLC | 3.671.808 $ | -26.645 $ | -0,7 % | 3.698.453 $ | +339.706 $ | +10,1 % | 3.358.747 $ | +572.612 $ | +20,6 % | 2.786.135 $ | ||
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 3.693.192 $ | +793.319 $ | +27,4 % | 2.899.873 $ | +1.385.783 $ | +91,5 % | 1.514.090 $ | -1.721.956 $ | -53,2 % | |||
| SYON CAPITAL LLC | 3.653.012 $ | +2.169.669 $ | +146,3 % | 1.483.343 $ | ||||||||
| Weaver Consulting Group | 2.690.938 $ | +137.537 $ | +5,4 % | 2.553.401 $ | -425.743 $ | -14,3 % | 2.979.144 $ | -653.878 $ | -18,0 % | 3.633.022 $ | -1.301.763 $ | -26,4 % |
| RHS Financial, LLC | 2.206.394 $ | -392.516 $ | -15,1 % | 2.598.910 $ | -589.495 $ | -18,5 % | 3.188.405 $ | -440.095 $ | -12,1 % | 3.628.500 $ | +273.345 $ | +8,1 % |
| Belpointe Asset Management LLC | 1.839.706 $ | -378.612 $ | -17,1 % | 2.218.318 $ | -1.372.840 $ | -38,2 % | 3.591.158 $ | +53.309 $ | +1,5 % | |||
| Odyssey Group, LLC | 3.589.284 $ | |||||||||||
| GC Wealth Management RIA, LLC | 3.568.703 $ | +69.853 $ | +2,0 % | 3.498.850 $ | +220.559 $ | +6,7 % | 3.278.291 $ | -372.154 $ | -10,2 % | |||
| Moran Wealth Management, LLC | 3.559.722 $ | +331.909 $ | +10,3 % | 3.227.813 $ | +1.098.274 $ | +51,6 % | 2.129.539 $ | +331.172 $ | +18,4 % | 1.798.367 $ | +559.926 $ | +45,2 % |
| SUMMITPOINT CAPITAL MANAGEMENT | 3.554.819 $ | +25.838 $ | +0,7 % | 3.528.981 $ | ||||||||
| Gemmer Asset Management LLC | 3.507.074 $ | +730.151 $ | +26,3 % | 2.776.923 $ | +1.258.323 $ | +82,9 % | 1.518.600 $ | +238.940 $ | +18,7 % | 1.279.660 $ | +253.410 $ | +24,7 % |
| Segment Wealth Management, LLC | 2.502.380 $ | +275.619 $ | +12,4 % | 2.226.761 $ | -1.266.848 $ | -36,3 % | 3.493.609 $ | -36.918 $ | -1,0 % | |||
| Investment Research Partners LLC | 728.233 $ | -284.680 $ | -28,1 % | 1.012.913 $ | -2.447.691 $ | -70,7 % | 3.460.604 $ | |||||
| Avail Investment Partners, LLC | 728.233 $ | -284.680 $ | -28,1 % | 1.012.913 $ | -2.447.087 $ | -70,7 % | 3.460.000 $ | |||||
| MTM Investment Management, LLC | 3.457.594 $ | +2.093.243 $ | +153,4 % | 1.364.351 $ | +540.414 $ | +65,6 % | 823.937 $ | +20.753 $ | +2,6 % | |||
| DAVENPORT & Co LLC | 3.320.865 $ | -52.375 $ | -1,6 % | 3.373.240 $ | +590.379 $ | +21,2 % | 2.782.861 $ | -7.390 $ | -0,3 % | 2.790.251 $ | -7.068 $ | -0,3 % |
| Montecito Bank & Trust | 3.353.531 $ | +15.052 $ | +0,5 % | 3.338.479 $ | +58.586 $ | +1,8 % | 3.279.893 $ | +297.726 $ | +10,0 % | 2.982.167 $ | -1.067.050 $ | -26,4 % |
| FourThought Financial Partners, LLC | 3.327.312 $ | +312.520 $ | +10,4 % | 3.014.792 $ | +603.580 $ | +25,0 % | 2.411.212 $ | +663.596 $ | +38,0 % | |||
| Princeton Global Asset Management LLC | 3.213.924 $ | -71.493 $ | -2,2 % | 3.285.417 $ | +209.869 $ | +6,8 % | 3.075.548 $ | -13.440 $ | -0,4 % | 3.088.988 $ | -1.063.130 $ | -25,6 % |
| Strategic Financial Concepts, LLC | 727.940 $ | -2.556.813 $ | -77,8 % | 3.284.753 $ | +1.429.370 $ | +77,0 % | 1.855.383 $ | +1.577.866 $ | +568,6 % | |||
| Newman Dignan & Sheerar, Inc. | 1.505.654 $ | -836.952 $ | -35,7 % | 2.342.606 $ | -302.550 $ | -11,4 % | 2.645.156 $ | -615.616 $ | -18,9 % | 3.260.772 $ | -2.808.549 $ | -46,3 % |
| Financial Advisory Corp | 3.259.060 $ | +383.521 $ | +13,3 % | 2.875.539 $ | +223.821 $ | +8,4 % | 2.651.718 $ | +101.741 $ | +4,0 % | 2.549.977 $ | -1.342.604 $ | -34,5 % |
| Freestone Capital Holdings, LLC | 1.184.177 $ | -692.763 $ | -36,9 % | 1.876.940 $ | -1.365.396 $ | -42,1 % | 3.242.336 $ | -115.900 $ | -3,5 % | |||
| Rubicon Advisors, GP | 3.212.176 $ | +200.720 $ | +6,7 % | 3.011.456 $ | +636.064 $ | +26,8 % | 2.375.392 $ | |||||
| Mirae Asset Global Investments Co., Ltd. | 3.139.500 $ | +1.307.280 $ | +71,3 % | 1.832.220 $ | -2.009.273 $ | -52,3 % | ||||||
| Round Rock Advisors LLC | 3.108.343 $ | -21.516 $ | -0,7 % | 3.129.859 $ | +883 $ | +0,0 % | 3.128.976 $ | -2.176.991 $ | -41,0 % | |||
| Reliant Wealth Planning | 3.084.056 $ | +18.178 $ | +0,6 % | 3.065.878 $ | -35.184 $ | -1,1 % | 3.101.062 $ | -1.053.538 $ | -25,4 % | |||
| Investor's Fiduciary Advisor Network, LLC | 3.094.000 $ | |||||||||||
| Ardent Capital Management, Inc. | 3.089.583 $ | +1.185.343 $ | +62,2 % | 1.904.240 $ | -122.307 $ | -6,0 % | 2.026.547 $ | +276.744 $ | +15,8 % | |||
| GREAT VALLEY ADVISOR GROUP, INC. | 3.081.562 $ | +815.045 $ | +36,0 % | 2.266.517 $ | -387.344 $ | -14,6 % | 2.653.861 $ | -431.304 $ | -14,0 % | |||
| Schiavi & Co LLC | 3.078.239 $ | +393.878 $ | +14,7 % | 2.684.361 $ | -124.511 $ | -4,4 % | 2.808.872 $ | -379.668 $ | -11,9 % | |||
| VALLEY WEALTH MANAGERS, INC. | 2.735.952 $ | -182.031 $ | -6,2 % | 2.917.983 $ | -154.060 $ | -5,0 % | 3.072.043 $ | +35.020 $ | +1,2 % | 3.037.023 $ | -1.982.792 $ | -39,5 % |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3.070.826 $ | +469.685 $ | +18,1 % | 2.601.141 $ | +350.398 $ | +15,6 % | 2.250.743 $ | +200.933 $ | +9,8 % | |||
| CASCADE INVESTMENT GROUP, INC. | 3.046.750 $ | +422.353 $ | +16,1 % | 2.624.397 $ | +1.016.925 $ | +63,3 % | 1.607.472 $ | +41.285 $ | +2,6 % | 1.566.187 $ | +207.345 $ | +15,3 % |
| Greenline Partners, LLC | 3.001.540 $ | -3.762.397 $ | -55,6 % | |||||||||
| HARBOUR INVESTMENTS, INC. | 2.975.832 $ | +2.080.829 $ | +232,5 % | 895.003 $ | +218.383 $ | +32,3 % | 676.620 $ | -586.527 $ | -46,4 % | |||
| Austin Private Wealth, LLC | 2.930.229 $ | -1.285.092 $ | -30,5 % | |||||||||
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 2.840.692 $ | +17.982 $ | +0,6 % | 2.822.710 $ | -100.097 $ | -3,4 % | 2.922.807 $ | -1.693.409 $ | -36,7 % | |||
| O'Domhnaill Enterprises, Inc. | 2.419.094 $ | -501.593 $ | -17,2 % | 2.920.687 $ | ||||||||
| Accretive Wealth Partners, LLC | 2.731.959 $ | -159.542 $ | -5,5 % | 2.891.501 $ | +950.266 $ | +49,0 % | 1.941.235 $ | +194.426 $ | +11,1 % | |||
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1.073.102 $ | -628.985 $ | -37,0 % | 1.702.087 $ | -118.723 $ | -6,5 % | 1.820.810 $ | -1.045.686 $ | -36,5 % | 2.866.496 $ | +18.699 $ | +0,7 % |
| Conrad Siegel Investment Advisors, Inc. | 2.842.002 $ | +76.480 $ | +2,8 % | 2.765.522 $ | +18.641 $ | +0,7 % | 2.746.881 $ | +1.004.078 $ | +57,6 % | 1.742.803 $ | -438.613 $ | -20,1 % |
| MidFirst Bank | 2.757.974 $ | -65.411 $ | -2,3 % | 2.823.385 $ | +97.558 $ | +3,6 % | 2.725.827 $ | |||||
| CGN Advisors LLC | 2.090.457 $ | -97.618 $ | -4,5 % | 2.188.075 $ | -634.267 $ | -22,5 % | 2.822.342 $ | -1.502.445 $ | -34,7 % | |||
| 4J Wealth Management LLC | 844.871 $ | -1.970.833 $ | -70,0 % | 2.815.704 $ | -6.154 $ | -0,2 % | 2.821.858 $ | -3.844.965 $ | -57,7 % | |||
| AlTi Global, Inc. | 2.794.263 $ | -4.620 $ | -0,2 % | 2.798.883 $ | -5.594 $ | -0,2 % | 2.804.477 $ | -1.332.829 $ | -32,2 % | |||
| Altura Wealth Advisors Inc. | 2.782.461 $ | +441.849 $ | +18,9 % | 2.340.612 $ | ||||||||
| COMERICA BANK | 2.757.875 $ | -945.808 $ | -25,5 % | |||||||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2.736.556 $ | +1.729.003 $ | +171,6 % | 1.007.553 $ | -116.629 $ | -10,4 % | 1.124.182 $ | |||||
| Diversify Advisory Services, LLC | 2.736.556 $ | +1.729.003 $ | +171,6 % | 1.007.553 $ | -246.060 $ | -19,6 % | 1.253.613 $ | -2.215.062 $ | -63,9 % | |||
| DEARBORN PARTNERS LLC | 2.732.181 $ | +1.428.028 $ | +109,5 % | 1.304.153 $ | +83.507 $ | +6,8 % | 1.220.646 $ | -643.312 $ | -34,5 % | |||
| SIGNATUREFD, LLC | 2.722.318 $ | +603.259 $ | +28,5 % | 2.119.059 $ | +1.161.418 $ | +121,3 % | 957.641 $ | -254.689 $ | -21,0 % | |||
| Belvedere Trading LLC | 2.700.177 $ | +2.406.279 $ | +818,7 % | 293.898 $ | ||||||||
| Marathon Mission, Inc. | 2.696.029 $ | +32.053 $ | +1,2 % | 2.663.976 $ | -14.165 $ | -0,5 % | 2.678.141 $ | +109.553 $ | +4,3 % | 2.568.588 $ | +15.516 $ | +0,6 % |
| Steelhead Wealth Management LLC | 2.684.000 $ | |||||||||||
| Meridian Wealth Management, LLC | 2.681.096 $ | +2.027.636 $ | +310,3 % | 653.460 $ | +76.500 $ | +13,3 % | 576.960 $ | -2.274.589 $ | -79,8 % | |||
| Clearwater Capital Advisors, LLC | 2.567.596 $ | +474.665 $ | +22,7 % | 2.092.931 $ | -566.626 $ | -21,3 % | 2.659.557 $ | -1.808.273 $ | -40,5 % | |||
| BRIGHTON SECURITIES CORP. | 2.572.019 $ | -54.823 $ | -2,1 % | 2.626.842 $ | +98.271 $ | +3,9 % | 2.528.571 $ | -125.147 $ | -4,7 % | 2.653.718 $ | -476.593 $ | -15,2 % |
| WESBANCO BANK INC | 2.336.398 $ | -144.285 $ | -5,8 % | 2.480.683 $ | -151.276 $ | -5,7 % | 2.631.959 $ | |||||
| Beaumont Financial Advisors, LLC | 1.376.973 $ | -1.174.726 $ | -46,0 % | 2.551.699 $ | -73.888 $ | -2,8 % | 2.625.587 $ | +1.287.326 $ | +96,2 % | 1.338.261 $ | -84.003 $ | -5,9 % |
| Eldridge Investment Advisors, Inc. | 1.224.970 $ | -1.392.252 $ | -53,2 % | 2.617.222 $ | +47.711 $ | +1,9 % | 2.569.511 $ | +398.689 $ | +18,4 % | |||
| LOOMIS SAYLES & CO L P | 2.611.907 $ | |||||||||||
| Farmers National Bank | 2.609.592 $ | -619 $ | -0,0 % | 2.610.211 $ | +31.540 $ | +1,2 % | 2.578.671 $ | -881.225 $ | -25,5 % | |||
| STEPHEN J. GARRY & ASSOCIATES, LLC | 2.598.122 $ | +977.529 $ | +60,3 % | 1.620.593 $ | -9.288 $ | -0,6 % | 1.629.881 $ | +148.486 $ | +10,0 % | |||
| PARK AVENUE SECURITIES LLC | 2.267.000 $ | -64.000 $ | -2,7 % | 2.331.000 $ | -267.000 $ | -10,3 % | 2.598.000 $ | -4.055.000 $ | -60,9 % | |||
| Bullock Wealth Management Group | 2.558.668 $ | +54.012 $ | +2,2 % | 2.504.656 $ | +249.510 $ | +11,1 % | 2.255.146 $ | +126.647 $ | +6,0 % | 2.128.499 $ | -303.150 $ | -12,5 % |
| Centennial Advisors, LLC | 2.520.980 $ | -21.041 $ | -0,8 % | 2.542.021 $ | +249.320 $ | +10,9 % | 2.292.701 $ | -236.397 $ | -9,3 % | 2.529.098 $ | ||
| HEFFERNAN ADVISORY, INC | 2.506.088 $ | -20.545 $ | -0,8 % | 2.526.633 $ | +1.327 $ | +0,1 % | 2.525.306 $ | -67 $ | -0,0 % | 2.525.373 $ | ||
| Mutual Advisors, LLC | 2.508.700 $ | +1.623.920 $ | +183,5 % | 884.780 $ | -137.737 $ | -13,5 % | 1.022.517 $ | -304.655 $ | -23,0 % | |||
| Arkadios Wealth Advisors | 2.498.822 $ | +741.958 $ | +42,2 % | 1.756.864 $ | +220.157 $ | +14,3 % | 1.536.707 $ | -492.134 $ | -24,3 % | |||
| TFO Wealth Partners, LLC | 2.437.646 $ | +23.179 $ | +1,0 % | 2.414.467 $ | +17.278 $ | +0,7 % | 2.397.189 $ | +13.303 $ | +0,6 % | |||
| Crestmont Private Wealth LLC | 2.431.602 $ | +281.344 $ | +13,1 % | 2.150.258 $ | +302.748 $ | +16,4 % | ||||||
| Roof Eidam Maycock Peralta, LLC | 2.391.525 $ | -16.067 $ | -0,7 % | 2.407.592 $ | +5.009 $ | +0,2 % | 2.402.583 $ | +2.496 $ | +0,1 % | 2.400.087 $ | -587.203 $ | -19,7 % |
| LFA - Lugano Financial Advisors SA | 2.381.353 $ | +10.073 $ | +0,4 % | 2.371.280 $ | -2.857 $ | -0,1 % | 2.374.137 $ | +2.845 $ | +0,1 % | |||
| WADDELL & ASSOCIATES, LLC | 2.380.762 $ | +950.662 $ | +66,5 % | 1.430.100 $ | -50.712 $ | -3,4 % | 1.480.812 $ | +73.764 $ | +5,2 % | |||
| Gilbert Capital Group, Inc. | 1.326.818 $ | -805.915 $ | -37,8 % | 2.132.733 $ | -245.147 $ | -10,3 % | 2.377.880 $ | -3.811 $ | -0,2 % | |||
| TIEMANN INVESTMENT ADVISORS, LLC | 2.320.349 $ | +11.414 $ | +0,5 % | 2.308.935 $ | +34.171 $ | +1,5 % | 2.274.764 $ | +86.492 $ | +4,0 % | |||
| LAUREL OAK WEALTH MANAGEMENT, LLC | 2.319.713 $ | +221.931 $ | +10,6 % | 2.097.782 $ | +894.284 $ | +74,3 % | 1.203.498 $ | +119.882 $ | +11,1 % | 1.083.616 $ | ||
| HRT FINANCIAL LP | 2.315.000 $ | +1.965.000 $ | +561,4 % | 350.000 $ | -125.000 $ | -26,3 % | 475.000 $ | -1.239.000 $ | -72,3 % | |||
| HORAN Wealth, LLC | 2.212.338 $ | -97.394 $ | -4,2 % | 2.309.732 $ | +0 $ | +0,0 % | 2.309.732 $ | -1.461.154 $ | -38,7 % | |||
| BARRETT & COMPANY, INC. | 2.158.825 $ | -138.305 $ | -6,0 % | 2.297.130 $ | +295.503 $ | +14,8 % | 2.001.627 $ | +290.253 $ | +17,0 % | 1.711.374 $ | -865.077 $ | -33,6 % |
| SMI Advisory Services, LLC | 2.290.648 $ | +1.331.751 $ | +138,9 % | 958.897 $ | +164.719 $ | +20,7 % | 794.178 $ | +32.363 $ | +4,2 % | 761.815 $ | +27.758 $ | +3,8 % |
| Arax Advisory Partners | 2.282.346 $ | +2.233.629 $ | +4.584,9 % | 48.717 $ | -17.146 $ | -26,0 % | 65.863 $ | |||||
| Avidian Wealth Enterprises, LLC | 1.968.463 $ | -292.248 $ | -12,9 % | 2.260.711 $ | +92.120 $ | +4,2 % | 2.168.591 $ | +853.206 $ | +64,9 % | 1.315.385 $ | -349.849 $ | -21,0 % |
| Hudock, Inc. | 2.247.975 $ | +99.468 $ | +4,6 % | 2.148.507 $ | +739.579 $ | +52,5 % | 1.408.928 $ | +84.171 $ | +6,4 % | 1.324.757 $ | +93.366 $ | +7,6 % |
| STAR Financial Bank | 262.823 $ | -414.741 $ | -61,2 % | 677.564 $ | -1.569.601 $ | -69,8 % | 2.247.165 $ | -805.709 $ | -26,4 % | |||
| CFS Investment Advisory Services, LLC | 1.710.951 $ | -73.398 $ | -4,1 % | 1.784.349 $ | -341.241 $ | -16,1 % | 2.125.590 $ | -120.736 $ | -5,4 % | 2.246.326 $ | -263.802 $ | -10,5 % |
| BridgePort Financial Solutions, LLC | 1.684.678 $ | -169.692 $ | -9,2 % | 1.854.370 $ | -378.713 $ | -17,0 % | 2.233.083 $ | -709.471 $ | -24,1 % | |||
| Focus Financial Network, Inc. | 2.214.119 $ | +464.117 $ | +26,5 % | 1.750.002 $ | -320.010 $ | -15,5 % | 2.070.012 $ | +143.285 $ | +7,4 % | 1.926.727 $ | +38.156 $ | +2,0 % |
| Nicht ausgewiesen | 2.206.142 $ | +117.647 $ | +5,6 % | 2.088.495 $ | -108.223 $ | -4,9 % | 2.196.718 $ | +11.091 $ | +0,5 % | |||
| FIDUCIARY FINANCIAL ADVISORS | 2.189.417 $ | |||||||||||
| WJ Wealth Management, LLC | 2.038.880 $ | -145.348 $ | -6,7 % | 2.184.228 $ | +383.348 $ | +21,3 % | 1.800.880 $ | -23.640 $ | -1,3 % | |||
| GWN SECURITIES INC. | 2.158.071 $ | +859.660 $ | +66,2 % | 1.298.411 $ | -48.165 $ | -3,6 % | 1.346.576 $ | +134.442 $ | +11,1 % | |||
| Goldstone Financial Group, LLC | 2.107.356 $ | +664.562 $ | +46,1 % | 1.442.794 $ | -124.970 $ | -8,0 % | 1.567.764 $ | +391.413 $ | +33,3 % | |||
| Accel Wealth Management | 1.380.562 $ | -21.719 $ | -1,5 % | 1.402.281 $ | -702.784 $ | -33,4 % | 2.105.065 $ | +68.351 $ | +3,4 % | 2.036.714 $ | -23.842 $ | -1,2 % |
| BKM Wealth Management, LLC | 2.097.043 $ | +751.166 $ | +55,8 % | 1.345.877 $ | -631.363 $ | -31,9 % | 1.977.240 $ | +136.757 $ | +7,4 % | 1.840.483 $ | +644.816 $ | +53,9 % |
| Element Wealth, LLC | 2.086.995 $ | -8.567 $ | -0,4 % | 2.095.562 $ | +72.481 $ | +3,6 % | 2.023.081 $ | -1.141.971 $ | -36,1 % | |||
| Klaas Financial Asset Advisors, LLC | 2.075.389 $ | -1.058 $ | -0,1 % | 2.076.447 $ | +25.904 $ | +1,3 % | 2.050.543 $ | +53.910 $ | +2,7 % | 1.996.633 $ | -1.772.437 $ | -47,0 % |
| Redwood Financial Network Corp | 607.787 $ | -1.468.439 $ | -70,7 % | 2.076.226 $ | +39.270 $ | +1,9 % | 2.036.956 $ | -1.517.392 $ | -42,7 % | |||
| Advisory Services Network, LLC | 2.075.848 $ | +276.255 $ | +15,4 % | 1.799.593 $ | -101.322 $ | -5,3 % | 1.900.915 $ | -676.595 $ | -26,2 % | |||
| LTS Liquid Investments LLC | 2.053.959 $ | |||||||||||
| Prism Advisors, Inc. | 2.039.932 $ | -11.177 $ | -0,5 % | 2.051.109 $ | -535 $ | -0,0 % | 2.051.644 $ | +1.986 $ | +0,1 % | 2.049.658 $ | -4.621 $ | -0,2 % |
| Strategic Advocates LLC | 46.762 $ | +16.331 $ | +53,7 % | 30.431 $ | -2.007.431 $ | -98,5 % | 2.037.862 $ | +174.524 $ | +9,4 % | |||
| Wilkins Miller Wealth Management, LLC | 1.870.602 $ | -93.648 $ | -4,8 % | 1.964.250 $ | +62.487 $ | +3,3 % | 1.901.763 $ | -132.942 $ | -6,5 % | 2.034.705 $ | +195.144 $ | +10,6 % |
| Opus Capital Group, LLC | 3.279 $ | -1.998.721 $ | -99,8 % | 2.002.000 $ | +170.000 $ | +9,3 % | 1.832.000 $ | |||||
| SILVERLAKE WEALTH MANAGEMENT LLC | 770.517 $ | -1.207.405 $ | -61,0 % | 1.977.922 $ | +297.654 $ | +17,7 % | 1.680.268 $ | +1.469.607 $ | +697,6 % | 210.661 $ | ||
| Cedar Point Capital Partners, LLC | 561.693 $ | -90.078 $ | -13,8 % | 651.771 $ | -1.320.740 $ | -67,0 % | 1.972.511 $ | +241.220 $ | +13,9 % | |||
| OPPENHEIMER & CO INC | 901.554 $ | -124.593 $ | -12,1 % | 1.026.147 $ | -943.568 $ | -47,9 % | 1.969.715 $ | +16.312 $ | +0,8 % | |||
| Wealth Management Associates, Inc. | 1.959.994 $ | +788.136 $ | +67,3 % | 1.171.858 $ | +58.466 $ | +5,3 % | 1.113.392 $ | +195.091 $ | +21,2 % | |||
| VVR Holdings LLC | 1.958.958 $ | +203.016 $ | +11,6 % | 1.755.942 $ | +496.328 $ | +39,4 % | 1.259.614 $ | +219.456 $ | +21,1 % | 1.040.158 $ | ||
| Livet Wealth, LLC | 1.889.601 $ | -39.491 $ | -2,0 % | 1.929.092 $ | +438.293 $ | +29,4 % | 1.490.799 $ | |||||
| HSBC HOLDINGS PLC | 1.904.000 $ | +201.002 $ | +11,8 % | 1.702.998 $ | -60.390 $ | -3,4 % | 1.763.388 $ | +422.034 $ | +31,5 % | |||
| Endowment Wealth Management, Inc. | 1.902.287 $ | +36.859 $ | +2,0 % | 1.865.428 $ | +358.681 $ | +23,8 % | 1.506.747 $ | -181.064 $ | -10,7 % | |||
| Prosperity Planning, Inc. | 1.638.968 $ | -21.588 $ | -1,3 % | 1.660.556 $ | -135.049 $ | -7,5 % | 1.795.605 $ | -100.440 $ | -5,3 % | 1.896.045 $ | +75.307 $ | +4,1 % |
| Continuum Advisory, LLC | 1.894.970 $ | +473.339 $ | +33,3 % | 1.421.631 $ | -67.516 $ | -4,5 % | 1.489.147 $ | +166.334 $ | +12,6 % | |||
| Sigma Planning Corp | 1.866.720 $ | +82.789 $ | +4,6 % | 1.783.931 $ | +18.084 $ | +1,0 % | 1.765.847 $ | +46.200 $ | +2,7 % | |||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 1.670.000 $ | +11.000 $ | +0,7 % | 1.659.000 $ | -201.000 $ | -10,8 % | 1.860.000 $ | -272.000 $ | -12,8 % | |||
| Birchwood Financial Partners, Inc. | 1.856.841 $ | +65.107 $ | +3,6 % | 1.791.734 $ | +46.760 $ | +2,7 % | 1.744.974 $ | |||||
| ALTERNA WEALTH MANAGEMENT, INC | 871.619 $ | -900.949 $ | -50,8 % | 1.772.568 $ | -82.081 $ | -4,4 % | 1.854.649 $ | -850.465 $ | -31,4 % | |||
| DecisionMap Wealth Management, LLC | 1.843.892 $ | +452.432 $ | +32,5 % | 1.391.460 $ | -5.877 $ | -0,4 % | 1.397.337 $ | -347.641 $ | -19,9 % | |||
| XY Planning Network, Inc. | 1.829.070 $ | +847.332 $ | +86,3 % | 981.738 $ | ||||||||
| World Investment Advisors | 1.802.849 $ | +348.230 $ | +23,9 % | 1.454.619 $ | -4.216 $ | -0,3 % | 1.458.835 $ | +57.017 $ | +4,1 % | |||
| Envision Financial Planning, LLC | 1.797.564 $ | +62.554 $ | +3,6 % | 1.735.010 $ | +16.137 $ | +0,9 % | 1.718.873 $ | +2.305 $ | +0,1 % | |||
| Meiji Yasuda Life Insurance Co | 1.767.500 $ | |||||||||||
| Johnson Bixby & Associates, LLC | 1.761.961 $ | +1.068 $ | +0,1 % | 1.760.893 $ | +3.976 $ | +0,2 % | 1.756.917 $ | +4.081 $ | +0,2 % | 1.752.836 $ | -733.115 $ | -29,5 % |
| MEITAV INVESTMENT HOUSE LTD | 1.466.637 $ | -192.630 $ | -11,6 % | 1.659.267 $ | -87.175 $ | -5,0 % | 1.746.442 $ | +86.645 $ | +5,2 % | |||
| Phoenix Wealth Advisors | 1.738.657 $ | +678.797 $ | +64,0 % | 1.059.860 $ | -68.034 $ | -6,0 % | 1.127.894 $ | +54.857 $ | +5,1 % | |||
| AE Wealth Management LLC | 1.172.650 $ | +420.955 $ | +56,0 % | 751.695 $ | -983.564 $ | -56,7 % | 1.735.259 $ | -234.713 $ | -11,9 % | |||
| Neuberger Berman Group LLC | 1.718.793 $ | +66.759 $ | +4,0 % | 1.652.034 $ | -5.275 $ | -0,3 % | 1.657.309 $ | +218.623 $ | +15,2 % | |||
| Jefferson Bridge Capital, LLC | 1.451.764 $ | -255.390 $ | -15,0 % | 1.707.154 $ | +20.263 $ | +1,2 % | 1.686.891 $ | |||||
| FOCUSED ALPHA, LLC | 1.141.433 $ | -371.419 $ | -24,6 % | 1.512.852 $ | -114.582 $ | -7,0 % | 1.627.434 $ | -79.563 $ | -4,7 % | 1.706.997 $ | ||
| MGO ONE SEVEN LLC | 1.501.290 $ | -154.723 $ | -9,3 % | 1.656.013 $ | -39.152 $ | -2,3 % | 1.695.165 $ | +402.435 $ | +31,1 % | |||
| Alliance Wealth Advisors, LLC /UT | 893.920 $ | -230.911 $ | -20,5 % | 1.124.831 $ | -553.111 $ | -33,0 % | 1.677.942 $ | -1.434.907 $ | -46,1 % | |||
| Hurley Capital, LLC | 1.648.573 $ | +11.358 $ | +0,7 % | 1.637.215 $ | -27.189 $ | -1,6 % | 1.664.404 $ | -1.893.704 $ | -53,2 % | |||
| One Wealth Map LLC | 1.470.945 $ | -187.530 $ | -11,3 % | 1.658.475 $ | +208.971 $ | +14,4 % | 1.449.504 $ | +157.478 $ | +12,2 % | |||
| Summit Wealth Partners, LLC | 1.636.030 $ | -11.495 $ | -0,7 % | 1.647.525 $ | -2.592 $ | -0,2 % | 1.650.117 $ | -674.217 $ | -29,0 % | |||
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 1.594.038 $ | -15.550 $ | -1,0 % | 1.609.588 $ | -37.578 $ | -2,3 % | 1.647.166 $ | +13.394 $ | +0,8 % | 1.633.772 $ | ||
| Aprio Wealth Management, LLC | 679.791 $ | -966.835 $ | -58,7 % | 1.646.626 $ | +1.434.071 $ | +674,7 % | 212.555 $ | |||||
| Straight Path Wealth Management | 1.644.590 $ | +276.020 $ | +20,2 % | 1.368.570 $ | +29.995 $ | +2,2 % | 1.338.575 $ | -283.942 $ | -17,5 % | |||
| Walser Wealth Management Company, A Ltd Liability Co | 1.643.249 $ | +202.815 $ | +14,1 % | 1.440.434 $ | +328.955 $ | +29,6 % | 1.111.479 $ | |||||
| Community Financial Services Group, LLC | 1.634.938 $ | +1.275.900 $ | +355,4 % | 359.038 $ | ||||||||
| DUNCKER STREETT & CO INC | 1.631.676 $ | +14.202 $ | +0,9 % | 1.617.474 $ | +466.803 $ | +40,6 % | 1.150.671 $ | -568.471 $ | -33,1 % | |||
| OneAscent Financial Services LLC | 1.626.239 $ | +1.397.195 $ | +610,0 % | 229.044 $ | ||||||||
| Black Swift Group, LLC | 1.304.171 $ | -203.557 $ | -13,5 % | 1.507.728 $ | -107.565 $ | -6,7 % | 1.615.293 $ | -239.162 $ | -12,9 % | |||
| ADG Wealth Management Group, LLC | 1.593.528 $ | -4.035 $ | -0,3 % | 1.597.563 $ | +280.962 $ | +21,3 % | 1.316.601 $ | -11.703 $ | -0,9 % | |||
| MTCO Ltd. | 1.591.384 $ | |||||||||||
| Schuylkill Financial LLC | 1.588.428 $ | +24.194 $ | +1,5 % | 1.564.234 $ | ||||||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 1.572.046 $ | +327.746 $ | +26,3 % | 1.244.300 $ | +1.039.812 $ | +508,5 % | 204.488 $ | |||||
| DUDLEY CAPITAL MANAGEMENT, LLC | 1.540.866 $ | -28.974 $ | -1,8 % | 1.569.840 $ | +161.765 $ | +11,5 % | 1.408.075 $ | +612.375 $ | +77,0 % | |||
| Stokes Family Office, LLC | 1.285.923 $ | +66.211 $ | +5,4 % | 1.219.712 $ | -341.761 $ | -21,9 % | 1.561.473 $ | -746.467 $ | -32,3 % | |||
| PRINCIPAL SECURITIES, INC. | 1.544.677 $ | +282.244 $ | +22,4 % | 1.262.433 $ | +34.011 $ | +2,8 % | 1.228.422 $ | -2.342.668 $ | -65,6 % | |||
| Virtu Financial LLC | 1.544.000 $ | +867.000 $ | +128,1 % | 677.000 $ | ||||||||
| EFG International AG | 1.224.210 $ | -317.230 $ | -20,6 % | 1.541.440 $ | ||||||||
| Strategic Blueprint, LLC | 1.524.735 $ | +560.741 $ | +58,2 % | 963.994 $ | +99.870 $ | +11,6 % | 864.124 $ | -4.795 $ | -0,6 % | 868.919 $ | -758.390 $ | -46,6 % |
| Cyr Financial Inc. | 1.510.495 $ | -9.731 $ | -0,6 % | 1.520.226 $ | +149.210 $ | +10,9 % | 1.371.016 $ | -37.948 $ | -2,7 % | 1.408.964 $ | -258.575 $ | -15,5 % |
| Collaborative Fund Advisors, LLC | 1.516.241 $ | |||||||||||
| Advance Capital Management, Inc. | 1.513.352 $ | +11.935 $ | +0,8 % | 1.501.417 $ | +61.712 $ | +4,3 % | 1.439.705 $ | -2.510.366 $ | -63,6 % | |||
| Mayflower Financial Advisors, LLC | 1.511.713 $ | +777 $ | +0,1 % | 1.510.936 $ | +789 $ | +0,1 % | 1.510.147 $ | -1.338.769 $ | -47,0 % | |||
| PRIVATE CLIENT SERVICES, LLC | 980.435 $ | +16.129 $ | +1,7 % | 964.306 $ | -544.246 $ | -36,1 % | 1.508.552 $ | |||||
| Sovereign Financial Group, Inc. | 1.500.745 $ | +782 $ | +0,1 % | 1.499.963 $ | ||||||||
| Northwest Bancshares, Inc. | 1.277.987 $ | -157.579 $ | -11,0 % | 1.435.566 $ | -41.664 $ | -2,8 % | 1.477.230 $ | -1.483.709 $ | -50,1 % | |||
| COLTON GROOME FINANCIAL ADVISORS, LLC | 1.465.769 $ | +605 $ | +0,0 % | 1.465.164 $ | ||||||||
| BEACON FINANCIAL PLANNING, INC | 1.453.784 $ | +269.869 $ | +22,8 % | 1.183.915 $ | +340.565 $ | +40,4 % | 843.350 $ | -474.565 $ | -36,0 % | |||
| Legacy Private Trust Co. | 1.230.737 $ | -19.081 $ | -1,5 % | 1.249.818 $ | +1.788 $ | +0,1 % | 1.248.030 $ | -203.072 $ | -14,0 % | 1.451.102 $ | -1.409.733 $ | -49,3 % |
| Briggs Wealth Management, Inc | 1.378.524 $ | -71.036 $ | -4,9 % | 1.449.560 $ | +74.532 $ | +5,4 % | 1.375.028 $ | |||||
| HB Wealth Management, LLC | 782.951 $ | -649.264 $ | -45,3 % | 1.432.215 $ | +50.298 $ | +3,6 % | 1.381.917 $ | +26.833 $ | +2,0 % | |||
| Mendota Financial Group, LLC | 1.429.536 $ | -748 $ | -0,1 % | 1.430.284 $ | +509.221 $ | +55,3 % | 921.063 $ | +2.204 $ | +0,2 % | 918.859 $ | +11.628 $ | +1,3 % |
| TABLEAUX LLC | 1.274.454 $ | -155.767 $ | -10,9 % | 1.430.221 $ | +454.531 $ | +46,6 % | 975.690 $ | -460.327 $ | -32,1 % | |||
| Autumn Glory Partners, LLC | 1.426.609 $ | +59.953 $ | +4,4 % | 1.366.656 $ | -1.659 $ | -0,1 % | 1.368.315 $ | -344.785 $ | -20,1 % | |||
| Antonelli Financial Advisors, LLC | 910.000 $ | -514.000 $ | -36,1 % | 1.424.000 $ | +434.000 $ | +43,8 % | 990.000 $ | |||||
| First Affirmative Financial Network | 1.214.084 $ | -202.367 $ | -14,3 % | 1.416.451 $ | +143.659 $ | +11,3 % | ||||||
| Trust Co | 1.263.812 $ | -2.132 $ | -0,2 % | 1.265.944 $ | +136 $ | +0,0 % | 1.265.808 $ | -148.208 $ | -10,5 % | 1.414.016 $ | +675 $ | +0,0 % |
| Cladis Investment Advisory, LLC | 1.411.626 $ | +490.565 $ | +53,3 % | 921.061 $ | -32.662 $ | -3,4 % | 953.723 $ | -14.295 $ | -1,5 % | |||
| Soltis Investment Advisors LLC | 1.395.736 $ | +1.173.746 $ | +528,7 % | 221.990 $ | +10.726 $ | +5,1 % | 211.264 $ | |||||
| FMR LLC | 1.375.623 $ | +609.783 $ | +79,6 % | 765.840 $ | -80.842 $ | -9,5 % | 846.682 $ | +443.774 $ | +110,1 % | |||
| WCG Wealth Advisors LLC | 1.359.403 $ | +366.401 $ | +36,9 % | 993.002 $ | +404.622 $ | +68,8 % | 588.380 $ | +31.873 $ | +5,7 % | |||
| Gladstone Institutional Advisory LLC | 1.353.907 $ | +984.180 $ | +266,2 % | 369.727 $ | +16.182 $ | +4,6 % | 353.545 $ | |||||
| BETO FINANCIAL GROUP, LLC | 1.344.239 $ | |||||||||||
| Quantinno Capital Management LP | 1.103.368 $ | -234.341 $ | -17,5 % | 1.337.709 $ | +280.132 $ | +26,5 % | 1.057.577 $ | +30.746 $ | +3,0 % | |||
| SIGNET FINANCIAL MANAGEMENT, LLC | 1.333.672 $ | +187.029 $ | +16,3 % | 1.146.643 $ | +137.225 $ | +13,6 % | ||||||
| FIRST INTERSTATE BANK | 1.329.129 $ | -2.145 $ | -0,2 % | 1.331.274 $ | +74.742 $ | +5,9 % | 1.256.532 $ | -765.657 $ | -37,9 % | |||
| One Day In July LLC | 1.307.596 $ | |||||||||||
| Farnam Financial LLC | 1.303.874 $ | +987.434 $ | +312,0 % | 316.440 $ | +1.563 $ | +0,5 % | 314.877 $ | |||||
| Flagship Private Wealth, LLC | 1.301.392 $ | +605.165 $ | +86,9 % | 696.227 $ | +47.006 $ | +7,2 % | 649.221 $ | +319.975 $ | +97,2 % | |||
| PEAPACK GLADSTONE FINANCIAL CORP | 1.295.000 $ | +504.000 $ | +63,7 % | 791.000 $ | -234.000 $ | -22,8 % | 1.025.000 $ | +41.000 $ | +4,2 % | |||
| RENAISSANCE TECHNOLOGIES LLC | 1.279.488 $ | -2.248.348 $ | -63,7 % | |||||||||
| Platform Technology Partners | 1.274.655 $ | +496.368 $ | +63,8 % | 778.287 $ | +172.365 $ | +28,4 % | 605.922 $ | +70.775 $ | +13,2 % | |||
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 971.070 $ | -255.675 $ | -20,8 % | 1.226.745 $ | -36.583 $ | -2,9 % | 1.263.328 $ | -3.475 $ | -0,3 % | |||
| KMT WEALTH MANAGEMENT, LLC | 1.257.076 $ | |||||||||||
| Kingsbury Capital Investment Advisors LLC | 1.029.772 $ | -227.304 $ | -18,1 % | 1.257.076 $ | +312.610 $ | +33,1 % | 944.466 $ | |||||
| WealthBridge Capital Management, LLC | 1.234.744 $ | -18.753 $ | -1,5 % | 1.253.497 $ | +27.309 $ | +2,2 % | 1.226.188 $ | +74.268 $ | +6,4 % | 1.151.920 $ | -406.064 $ | -26,1 % |
| BANK OF MONTREAL /CAN/ | 562.957 $ | +93.512 $ | +19,9 % | 469.445 $ | -777.818 $ | -62,4 % | 1.247.263 $ | +933.029 $ | +296,9 % | |||
| Seneca House Advisors | 1.236.276 $ | +407.573 $ | +49,2 % | 828.703 $ | +474.582 $ | +134,0 % | 354.121 $ | -330.455 $ | -48,3 % | |||
| Gilbert & Cook, Inc. | 1.080.469 $ | -1.800 $ | -0,2 % | 1.082.269 $ | -152.199 $ | -12,3 % | 1.234.468 $ | +935.463 $ | +312,9 % | |||
| Walleye Partners, LLC | 1.210.845 $ | -5.365 $ | -0,4 % | 1.216.210 $ | +10.183 $ | +0,8 % | 1.206.027 $ | -28.327 $ | -2,3 % | 1.234.354 $ | ||
| Avior Wealth Management, LLC | 1.211.999 $ | +183.104 $ | +17,8 % | 1.028.895 $ | +662.241 $ | +180,6 % | 366.654 $ | |||||
| Lee Financial Co | 1.189.904 $ | -8.187 $ | -0,7 % | 1.198.091 $ | -2.506 $ | -0,2 % | 1.200.597 $ | +732.231 $ | +156,3 % | 468.366 $ | -738.881 $ | -61,2 % |
| Archer Investment Management, LLC | 1.198.160 $ | |||||||||||
| Dorsey & Whitney Trust CO LLC | 995.720 $ | -99.180 $ | -9,1 % | 1.094.900 $ | -99.990 $ | -8,4 % | 1.194.890 $ | -654.610 $ | -35,4 % | |||
| Guardian Asset Advisors, LLC | 1.193.764 $ | +458.916 $ | +62,5 % | 734.848 $ | ||||||||
| ROBINSON SMITH WEALTH ADVISORS LLC | 921.526 $ | -3.920 $ | -0,4 % | 925.446 $ | -133.970 $ | -12,6 % | 1.059.416 $ | -133.586 $ | -11,2 % | 1.193.002 $ | -302.146 $ | -20,2 % |
| Crescent Grove Advisors, LLC | 216.555 $ | +5.973 $ | +2,8 % | 210.582 $ | -977.415 $ | -82,3 % | 1.187.997 $ | -227.357 $ | -16,1 % | |||
| PRIVATE TRUST CO NA | 1.142.795 $ | +65.511 $ | +6,1 % | 1.077.284 $ | -100.312 $ | -8,5 % | 1.177.596 $ | -1.453 $ | -0,1 % | 1.179.049 $ | -214.672 $ | -15,4 % |
| INSIGNEO ADVISORY SERVICES, LLC | 1.178.652 $ | +577.112 $ | +95,9 % | 601.540 $ | -1.963 $ | -0,3 % | 603.503 $ | +63.070 $ | +11,7 % | |||
| GTS SECURITIES LLC | 1.165.366 $ | |||||||||||
| NWAM LLC | 1.165.039 $ | +856.611 $ | +277,7 % | 308.428 $ | -24.419 $ | -7,3 % | 332.847 $ | +1.795 $ | +0,5 % | |||
| Pathstone Holdings, LLC | 1.154.183 $ | +890.497 $ | +337,7 % | 263.686 $ | ||||||||
| CIBC Bancorp USA Inc. | 1.146.164 $ | +616.257 $ | +116,3 % | 529.907 $ | ||||||||
| Allianz Asset Management GmbH | 1.142.400 $ | |||||||||||
| Edge Financial Advisors LLC | 1.136.678 $ | -201.815 $ | -15,1 % | |||||||||
| Waverly Advisors, LLC | 1.135.946 $ | +370.642 $ | +48,4 % | 765.304 $ | ||||||||
| Wealthspire Advisors, LLC | 1.134.616 $ | +309.378 $ | +37,5 % | 825.238 $ | +258.721 $ | +45,7 % | 566.517 $ | -1.358.074 $ | -70,6 % | |||
| Carnegie Investment Counsel | 1.112.604 $ | +328.994 $ | +42,0 % | 783.610 $ | +559.738 $ | +250,0 % | 223.872 $ | |||||
| Provenance Wealth Advisors, LLC | 1.088.995 $ | +7.984 $ | +0,7 % | 1.081.011 $ | -29.790 $ | -2,7 % | 1.110.801 $ | -983.536 $ | -47,0 % | |||
| Wealth Advisory Solutions, LLC | 1.100.298 $ | -294 $ | -0,0 % | 1.100.592 $ | +267.075 $ | +32,0 % | 833.517 $ | +556.665 $ | +201,1 % | 276.852 $ | +13.537 $ | +5,1 % |
| American Trust | 1.091.443 $ | -1.950 $ | -0,2 % | 1.093.393 $ | -2.467 $ | -0,2 % | 1.095.860 $ | -406.395 $ | -27,1 % | |||
| KOM Wealth Management Group, LLC | 886.506 $ | -1.605 $ | -0,2 % | 888.111 $ | -65.715 $ | -6,9 % | 953.826 $ | -141.749 $ | -12,9 % | 1.095.575 $ | -111.686 $ | -9,3 % |
| Tidal Investments LLC | 1.091.830 $ | |||||||||||
| Berbice Capital Management LLC | 1.088.491 $ | +37.635 $ | +3,6 % | 1.050.856 $ | +666.797 $ | +173,6 % | 384.059 $ | +39.379 $ | +11,4 % | 344.680 $ | +17.170 $ | +5,2 % |
| ROMANO BROTHERS AND COMPANY | 1.079.997 $ | +110.679 $ | +11,4 % | 969.318 $ | +17.729 $ | +1,9 % | 951.589 $ | +131.607 $ | +16,0 % | 819.982 $ | +479.545 $ | +140,9 % |
| Keystone Wealth Services, LLC | 1.075.820 $ | +417.235 $ | +63,4 % | 658.585 $ | -15.203 $ | -2,3 % | 673.788 $ | -18.237 $ | -2,6 % | |||
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1.063.470 $ | +16.286 $ | +1,6 % | 1.047.184 $ | -26.292 $ | -2,4 % | 1.073.476 $ | -1.464 $ | -0,1 % | 1.074.940 $ | -734.449 $ | -40,6 % |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 1.069.483 $ | -1.064 $ | -0,1 % | 1.070.547 $ | +156.745 $ | +17,2 % | 913.802 $ | -418.207 $ | -31,4 % | |||
| Stockman Wealth Management, Inc. | 1.064.700 $ | +41.914 $ | +4,1 % | 1.022.786 $ | -31.017 $ | -2,9 % | 1.053.803 $ | -2.839 $ | -0,3 % | |||
| CVA Family Office, LLC | 1.064.460 $ | +18.047 $ | +1,7 % | 1.046.413 $ | +274.730 $ | +35,6 % | 771.683 $ | +34.896 $ | +4,7 % | |||
| Van Hulzen Asset Management, LLC | 1.061.882 $ | +73.176 $ | +7,4 % | 988.706 $ | +493.703 $ | +99,7 % | 495.003 $ | +284.029 $ | +134,6 % | |||
| Columbus Macro, LLC | 1.047.532 $ | +213.350 $ | +25,6 % | 834.182 $ | +392.147 $ | +88,7 % | 442.035 $ | +40.262 $ | +10,0 % | 401.773 $ | +107.591 $ | +36,6 % |
| Timber Creek Capital Management LLC | 1.033.572 $ | +67.218 $ | +7,0 % | 966.354 $ | +5.627 $ | +0,6 % | 960.727 $ | +22.900 $ | +2,4 % | |||
| NESTEGG ADVISORS, INC. | 208.285 $ | -3.107 $ | -1,5 % | 211.392 $ | -224.258 $ | -51,5 % | 435.650 $ | -585.078 $ | -57,3 % | 1.020.728 $ | -184.522 $ | -15,3 % |
| Global View Capital Management LLC | 1.011.253 $ | +385.983 $ | +61,7 % | 625.270 $ | +245.515 $ | +64,7 % | 379.755 $ | +113.453 $ | +42,6 % | |||
| FLAGSHIP HARBOR ADVISORS, LLC | 1.008.562 $ | +636.804 $ | +171,3 % | 371.758 $ | ||||||||
| TPG Advisors LLC | 791.662 $ | -211.681 $ | -21,1 % | 1.003.343 $ | +204.194 $ | +25,6 % | 799.149 $ | +215 $ | +0,0 % | 798.934 $ | -250.478 $ | -23,9 % |
| AQR CAPITAL MANAGEMENT LLC | 997.375 $ | |||||||||||
| Community Bank, N.A. | 989.950 $ | +385.190 $ | +63,7 % | 604.760 $ | -21.580 $ | -3,4 % | 626.340 $ | +31.330 $ | +5,3 % | |||
| Cannon Financial Strategists, Inc. | 988.466 $ | +408 $ | +0,0 % | 988.058 $ | +5.456 $ | +0,6 % | 982.602 $ | +6.328 $ | +0,6 % | 976.274 $ | -978.323 $ | -50,1 % |
| FFT WEALTH MANAGEMENT LLC | 984.200 $ | +739.220 $ | +301,7 % | 244.980 $ | ||||||||
| Balefire, LLC | 647.939 $ | -7.969 $ | -1,2 % | 655.908 $ | -326.347 $ | -33,2 % | 982.255 $ | |||||
| StoneX Group Inc. | 981.896 $ | +501.629 $ | +104,4 % | 480.267 $ | -499.400 $ | -51,0 % | 979.667 $ | -382.911 $ | -28,1 % | |||
| Koshinski Asset Management, Inc. | 981.876 $ | +304.574 $ | +45,0 % | 677.302 $ | +103.813 $ | +18,1 % | 573.489 $ | -721.375 $ | -55,7 % | |||
| Summit Wealth Group, LLC | 971.206 $ | +272.949 $ | +39,1 % | 698.257 $ | +288 $ | +0,0 % | 697.969 $ | |||||
| SCS Capital Management LLC | 956.345 $ | +347.128 $ | +57,0 % | 609.217 $ | -21.604 $ | -3,4 % | 630.821 $ | +31.423 $ | +5,2 % | |||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 647.322 $ | -154.116 $ | -19,2 % | 801.438 $ | -152.085 $ | -15,9 % | 953.523 $ | -531.752 $ | -35,8 % | |||
| RETIREMENT CAPITAL STRATEGIES | 942.444 $ | |||||||||||
| Glass Jacobson Investment Advisors llc | 929.777 $ | +345.840 $ | +59,2 % | 583.937 $ | -16.922 $ | -2,8 % | 600.859 $ | -87.327 $ | -12,7 % | |||
| Matisse Capital | 918.430 $ | +509.992 $ | +124,9 % | 408.438 $ | -26.103 $ | -6,0 % | 434.541 $ | -158.819 $ | -26,8 % | |||
| Argent Trust Co | 912.132 $ | +11.981 $ | +1,3 % | 900.151 $ | +20.234 $ | +2,3 % | 879.917 $ | +1.115 $ | +0,1 % | |||
| Center for Financial Planning, Inc. | 911.756 $ | +584.383 $ | +178,5 % | 327.373 $ | -5.551 $ | -1,7 % | 332.924 $ | +110.478 $ | +49,7 % | |||
| S.E.E.D. Planning Group LLC | 851.189 $ | -54.683 $ | -6,0 % | 905.872 $ | ||||||||
| Ameritas Investment Partners, Inc. | 903.358 $ | +2.556 $ | +0,3 % | 900.802 $ | -3.616 $ | -0,4 % | 904.418 $ | -212.345 $ | -19,0 % | |||
| DARA CAPITAL US, INC. | 898.480 $ | -4.790 $ | -0,5 % | 903.270 $ | ||||||||
| WEDBUSH SECURITIES INC | 901.000 $ | +551.000 $ | +157,4 % | 350.000 $ | +127.000 $ | +57,0 % | 223.000 $ | |||||
| Cypress Wealth Services, LLC | 890.117 $ | +16.108 $ | +1,8 % | 874.009 $ | +312.556 $ | +55,7 % | 561.453 $ | -1.553 $ | -0,3 % | 563.006 $ | -1.514 $ | -0,3 % |
| Bond & Devick Financial Network, Inc. | 888.400 $ | +9.246 $ | +1,1 % | 879.154 $ | +17.638 $ | +2,0 % | 861.516 $ | +24.602 $ | +2,9 % | |||
| Lewis Asset Management, LLC | 886.080 $ | |||||||||||
| Gryphon Financial Partners LLC | 882.127 $ | +1.724 $ | +0,2 % | 880.403 $ | +242.562 $ | +38,0 % | 637.841 $ | -1.621 $ | -0,3 % | |||
| Clearstead Trust, LLC | 868.817 $ | -1.541 $ | -0,2 % | 870.358 $ | +6.151 $ | +0,7 % | 864.207 $ | |||||
| Nicht ausgewiesen | 836.771 $ | -5.594 $ | -0,7 % | 842.365 $ | -23.736 $ | -2,7 % | 866.101 $ | +354 $ | +0,0 % | 865.747 $ | -6.226.400 $ | -87,8 % |
| HERBST GROUP, LLC | 865.044 $ | +57.748 $ | +7,2 % | 807.296 $ | +312.915 $ | +63,3 % | 494.381 $ | -207.313 $ | -29,5 % | 701.694 $ | +427.014 $ | +155,5 % |
| FIDUCIARY FINANCIAL GROUP, LLC | 861.520 $ | +26.349 $ | +3,2 % | 835.171 $ | +302.956 $ | +56,9 % | 532.215 $ | -22.293 $ | -4,0 % | 554.508 $ | +20.526 $ | +3,8 % |
| JIM SAULNIER & ASSOCIATES, LLC | 859.911 $ | +91.396 $ | +11,9 % | 768.515 $ | +3.385 $ | +0,4 % | 765.130 $ | +4.016 $ | +0,5 % | |||
| Ancora Advisors LLC | 854.598 $ | +21.591 $ | +2,6 % | 833.007 $ | -1.547 $ | -0,2 % | 834.554 $ | -34.812 $ | -4,0 % | |||
| Trust Point Inc. | 854.555 $ | +390.640 $ | +84,2 % | 463.915 $ | ||||||||
| LITTLE HOUSE CAPITAL LLC | 748.376 $ | +16.290 $ | +2,2 % | 732.086 $ | -120.823 $ | -14,2 % | 852.909 $ | -102.138 $ | -10,7 % | |||
| Pacific Excel Wealth Advisors, Inc. | 845.288 $ | |||||||||||
| Heritage Family Offices, LLP | 845.288 $ | |||||||||||
| Rothschild Wealth LLC | 746.926 $ | -79.032 $ | -9,6 % | 825.958 $ | +383.688 $ | +86,8 % | 442.270 $ | -158.234 $ | -26,4 % | |||
| 5T Wealth, LLC | 605.260 $ | -218.166 $ | -26,5 % | 823.426 $ | +32.660 $ | +4,1 % | 790.766 $ | +67.772 $ | +9,4 % | |||
| CFO CAPITAL MANAGEMENT LLC | 811.701 $ | +131.478 $ | +19,3 % | 680.223 $ | ||||||||
| WIREGRASS INVESTMENT MANAGEMENT LLC | 809.661 $ | -1.517 $ | -0,2 % | 811.178 $ | +99.852 $ | +14,0 % | 711.326 $ | |||||
| Ranch Capital Advisors Inc. | 808.770 $ | +11.586 $ | +1,5 % | 797.184 $ | +49.208 $ | +6,6 % | 747.976 $ | +10.906 $ | +1,5 % | |||
| SCOTIA CAPITAL INC. | 786.276 $ | +216.645 $ | +38,0 % | 569.631 $ | +141.346 $ | +33,0 % | 428.285 $ | +221.573 $ | +107,2 % | |||
| Pure Financial Advisors, LLC | 780.812 $ | +15.434 $ | +2,0 % | 765.378 $ | +35.304 $ | +4,8 % | 730.074 $ | -858.377 $ | -54,0 % | |||
| Family Office Research LLC | 777.360 $ | +800 $ | +0,1 % | 776.560 $ | +302.242 $ | +63,7 % | 474.318 $ | -21.305 $ | -4,3 % | 495.623 $ | +21.488 $ | +4,5 % |
| COOPER/HAIMS ADVISORS, LLC | 772.075 $ | -684 $ | -0,1 % | 772.759 $ | -972 $ | -0,1 % | 773.731 $ | -1.655 $ | -0,2 % | |||
| Bank of New Hampshire | 483.118 $ | -47.563 $ | -9,0 % | 530.681 $ | -231.325 $ | -30,4 % | 762.006 $ | -8.224 $ | -1,1 % | 770.230 $ | -141.568 $ | -15,5 % |
| Physician Wealth Advisors, Inc. | 766.344 $ | +128.746 $ | +20,2 % | 637.598 $ | +275.685 $ | +76,2 % | 361.913 $ | -88.976 $ | -19,7 % | 450.889 $ | -362.889 $ | -44,6 % |
| CLIENT 1ST ADVISORY GROUP, LLC | 761.940 $ | -398 $ | -0,1 % | 762.338 $ | -2.142 $ | -0,3 % | ||||||
| Stonehage Fleming Financial Services Holdings Ltd | 761.599 $ | +296.299 $ | +63,7 % | 465.300 $ | -16.499 $ | -3,4 % | 481.799 $ | +23.999 $ | +5,2 % | |||
| Jefferies Financial Group Inc. | 759.163 $ | +306.659 $ | +67,8 % | 452.504 $ | +90.239 $ | +24,9 % | 362.265 $ | -72.645 $ | -16,7 % | |||
| Robertson Stephens Wealth Management, LLC | 489.915 $ | -265.556 $ | -35,2 % | 755.471 $ | +514.461 $ | +213,5 % | 241.010 $ | -290.269 $ | -54,6 % | 531.279 $ | -215.209 $ | -28,8 % |
| OFS Enterprise LLC | 753.723 $ | -311 $ | -0,0 % | 754.034 $ | ||||||||
| Oldfather Financial Services, LLC | 753.723 $ | -1.157.844 $ | -60,6 % | |||||||||
| Vident Advisory, LLC | 752.875 $ | -310 $ | -0,0 % | 753.185 $ | +310 $ | +0,0 % | 752.875 $ | -2.762.753 $ | -78,6 % | |||
| Next Level Wealth Planning, LLC | 748.321 $ | +246.782 $ | +49,2 % | 501.539 $ | +275.719 $ | +122,1 % | 225.820 $ | |||||
| Gen-Wealth Partners Inc | 745.115 $ | +679.182 $ | +1.030,1 % | 65.933 $ | +12.116 $ | +22,5 % | 53.817 $ | +18.154 $ | +50,9 % | |||
| KELLY FINANCIAL GROUP LLC | 693.951 $ | -12.073 $ | -1,7 % | 706.024 $ | -22.286 $ | -3,1 % | 728.310 $ | +50.988 $ | +7,5 % | 677.322 $ | +13.796 $ | +2,1 % |
| CENTRAL VALLEY ADVISORS, LLC | 725.729 $ | +287.044 $ | +65,4 % | 438.685 $ | ||||||||
| Old Peak Finance LLC | 722.608 $ | +281.130 $ | +63,7 % | 441.478 $ | -15.655 $ | -3,4 % | 457.133 $ | |||||
| Contango Wealth Management LLC | 645.557 $ | -63.196 $ | -8,9 % | 708.753 $ | ||||||||
| Redhawk Wealth Advisors, Inc. | 673.680 $ | -34.738 $ | -4,9 % | 708.418 $ | ||||||||
| Old Mission Investment Co LLC | 679.092 $ | -3.615 $ | -0,5 % | 682.707 $ | -1.185 $ | -0,2 % | 683.892 $ | -1.475 $ | -0,2 % | 685.367 $ | -557.000 $ | -44,8 % |
| JDM Financial Group LLC | 75.585 $ | -589.749 $ | -88,6 % | 665.334 $ | -19.285 $ | -2,8 % | 684.619 $ | -160.044 $ | -18,9 % | |||
| Yoder Wealth Management, Inc. | 684.540 $ | +137.485 $ | +25,1 % | 547.055 $ | +233.147 $ | +74,3 % | 313.908 $ | +129 $ | +0,0 % | 313.779 $ | +46.479 $ | +17,4 % |
| BAKER BOYER NATIONAL BANK | 674.327 $ | -10.166 $ | -1,5 % | 684.493 $ | +64.918 $ | +10,5 % | 619.575 $ | +4.186 $ | +0,7 % | |||
| Aptus Capital Advisors, LLC | 683.912 $ | +189.825 $ | +38,4 % | 494.087 $ | +19.063 $ | +4,0 % | 475.024 $ | -320.938 $ | -40,3 % | |||
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 557.675 $ | -93.370 $ | -14,3 % | 651.045 $ | -31.791 $ | -4,7 % | 682.836 $ | -18.238 $ | -2,6 % | |||
| Geneos Wealth Management Inc. | 681.991 $ | +387.468 $ | +131,6 % | 294.523 $ | -38.148 $ | -11,5 % | 332.671 $ | -81.632 $ | -19,7 % | |||
| U.S. Capital Wealth Advisors, LLC | 680.269 $ | +138.774 $ | +25,6 % | 541.495 $ | ||||||||
| Cornerstone Wealth Management, LLC | 679.771 $ | +357.229 $ | +110,8 % | 322.542 $ | -6.821 $ | -2,1 % | 329.363 $ | |||||
| Kovack Advisors, Inc. | 674.883 $ | |||||||||||
| BRIGHTON JONES LLC | 671.071 $ | +198.680 $ | +42,1 % | 472.391 $ | +26.888 $ | +6,0 % | ||||||
| Willis Johnson & Associates, Inc. | 670.566 $ | -415.946 $ | -38,3 % | |||||||||
| Moors & Cabot, Inc. | 670.311 $ | +41.155 $ | +6,5 % | 629.156 $ | +47.126 $ | +8,1 % | 582.030 $ | -147.691 $ | -20,2 % | |||
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 665.754 $ | -1.196 $ | -0,2 % | 666.950 $ | -1.520 $ | -0,2 % | 668.470 $ | -320.686 $ | -32,4 % | |||
| MIDLAND WEALTH ADVISORS, LLC | 667.143 $ | +423.139 $ | +173,4 % | 244.004 $ | +8.698 $ | +3,7 % | 235.306 $ | -601 $ | -0,3 % | |||
| CIBC WORLD MARKET INC. | 666.715 $ | +15.723 $ | +2,4 % | |||||||||
| JOHNSON INVESTMENT COUNSEL INC | 665.771 $ | +1.302 $ | +0,2 % | 664.469 $ | ||||||||
| VISIONARY HORIZONS, LLC | 664.462 $ | |||||||||||
| LexAurum Advisors, LLC | 653.982 $ | +38.357 $ | +6,2 % | 615.625 $ | +351.474 $ | +133,1 % | 264.151 $ | |||||
| Sovran Advisors, LLC | 362.061 $ | -20.659 $ | -5,4 % | 382.720 $ | -266.572 $ | -41,1 % | 649.292 $ | -3.103.206 $ | -82,7 % | |||
| Fortune Financial Group, Inc. | 599.197 $ | -45.849 $ | -7,1 % | 645.046 $ | +7.776 $ | +1,2 % | 637.270 $ | +110.270 $ | +20,9 % | 527.000 $ | ||
| Ledyard National Bank | 611.592 $ | -19.871 $ | -3,1 % | 631.463 $ | -1.299 $ | -0,2 % | 632.762 $ | -8.913 $ | -1,4 % | 641.675 $ | -98.171 $ | -13,3 % |
| KPP Advisory Services LLC | 638.665 $ | +9.797 $ | +1,6 % | 628.868 $ | +262.631 $ | +71,7 % | 366.237 $ | -281.989 $ | -43,5 % | |||
| CIBC Private Wealth Group LLC | 637.481 $ | -152.677 $ | -19,3 % | |||||||||
| Summit Trail Advisors, LLC | 412.838 $ | -221.658 $ | -34,9 % | 634.496 $ | ||||||||
| Crusonia Wealth Advisors LLC | 626.902 $ | +62.111 $ | +11,0 % | 564.791 $ | +15.367 $ | +2,8 % | 549.424 $ | |||||
| Plan A Wealth LLC | 626.012 $ | +17.265 $ | +2,8 % | 608.747 $ | +236.833 $ | +63,7 % | 371.914 $ | -33.232 $ | -8,2 % | 405.146 $ | -146.310 $ | -26,5 % |
| Pine Haven Investment Counsel, Inc | 622.059 $ | +16.775 $ | +2,8 % | 605.284 $ | +39.099 $ | +6,9 % | 566.185 $ | -49.107 $ | -8,0 % | |||
| MARYLAND CAPITAL ADVISORS INC. | 430.690 $ | -119.560 $ | -21,7 % | 550.250 $ | -70.915 $ | -11,4 % | 621.165 $ | -135.095 $ | -17,9 % | |||
| L & S Advisors Inc | 619.614 $ | +31.719 $ | +5,4 % | 587.895 $ | +23.100 $ | +4,1 % | 564.795 $ | +11.749 $ | +2,1 % | |||
| Shared Vision Wealth Group LLC | 617.201 $ | +240.122 $ | +63,7 % | 377.079 $ | -46.841 $ | -11,0 % | 423.920 $ | +36.063 $ | +9,3 % | |||
| Ferguson Johnson Wealth Management Inc | 613.000 $ | -1.000 $ | -0,2 % | 614.000 $ | -1.000 $ | -0,2 % | 615.000 $ | |||||
| Total Clarity Wealth Management, Inc. | 611.032 $ | +233.627 $ | +61,9 % | 377.405 $ | ||||||||
| ArborFi Advisors, LLC | 423.348 $ | +248 $ | +0,1 % | 423.100 $ | -186.798 $ | -30,6 % | 609.898 $ | |||||
| D.A. DAVIDSON & CO. | 608.513 $ | |||||||||||
| Sharkey, Howes & Javer | 218.149 $ | -95.877 $ | -30,5 % | 314.026 $ | -137.681 $ | -30,5 % | 451.707 $ | -154.606 $ | -25,5 % | 606.313 $ | -105.751 $ | -14,9 % |
| Compton Wealth Advisory Group, LLC | 595.532 $ | |||||||||||
| ROTHSCHILD INVESTMENT LLC | 591.839 $ | +230.254 $ | +63,7 % | 361.585 $ | -12.822 $ | -3,4 % | 374.407 $ | +18.651 $ | +5,2 % | |||
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 585.675 $ | -1.021 $ | -0,2 % | 586.696 $ | -1.275 $ | -0,2 % | 587.971 $ | -253.503 $ | -30,1 % | |||
| IAG Wealth Partners, LLC | 587.118 $ | +284.301 $ | +93,9 % | 302.817 $ | -10.738 $ | -3,4 % | 313.555 $ | +15.619 $ | +5,2 % | |||
| PFG Advisors | 558.774 $ | -4.467 $ | -0,8 % | 563.241 $ | +41.343 $ | +7,9 % | 521.898 $ | -62.591 $ | -10,7 % | 584.489 $ | -2.519 $ | -0,4 % |
| CNB Bank | 582.166 $ | +7.528 $ | +1,3 % | 574.638 $ | -2.524 $ | -0,4 % | 577.162 $ | +130.213 $ | +29,1 % | |||
| Evergreen Wealth Partners LLC | 568.306 $ | -3.770 $ | -0,7 % | 572.076 $ | ||||||||
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 570.362 $ | +230.972 $ | +68,1 % | 339.390 $ | -30.270 $ | -8,2 % | 369.660 $ | +1.824 $ | +0,5 % | |||
| Privatperson | 567.371 $ | +323.963 $ | +133,1 % | 243.408 $ | -27.147 $ | -10,0 % | 270.555 $ | +24.371 $ | +9,9 % | |||
| SageView Advisory Group, LLC | 563.136 $ | -1.078 $ | -0,2 % | 564.214 $ | +3.990 $ | +0,7 % | 560.224 $ | +352.210 $ | +169,3 % | |||
| HUB Investment Partners, LLC | 563.703 $ | |||||||||||
| Cornerstone Wealth Advisors, Inc. | 555.360 $ | -6.453 $ | -1,1 % | 561.813 $ | ||||||||
| Riverstone Advisors, LLC | 335.150 $ | -224.956 $ | -40,2 % | 560.106 $ | +87.121 $ | +18,4 % | 472.985 $ | -349.227 $ | -42,5 % | |||
| HUNTINGTON NATIONAL BANK | 554.184 $ | +271.781 $ | +96,2 % | 282.403 $ | +253.293 $ | +870,1 % | 29.110 $ | -95.231 $ | -76,6 % | |||
| MATTERN CAPITAL MANAGEMENT, LLC | 254.294 $ | -105 $ | -0,0 % | 254.399 $ | -299.741 $ | -54,1 % | 554.140 $ | -445.575 $ | -44,6 % | |||
| INVESTMENT PARTNERS, LTD. | 550.847 $ | +275.203 $ | +99,8 % | 275.644 $ | -12.713 $ | -4,4 % | 288.357 $ | +56.161 $ | +24,2 % | |||
| Sunbelt Securities, Inc. | 528.795 $ | -21.142 $ | -3,8 % | 549.937 $ | -364.535 $ | -39,9 % | ||||||
| 1900 WEALTH MANAGEMENT LLC | 378.853 $ | +29.913 $ | +8,6 % | 348.940 $ | -1.106 $ | -0,3 % | 350.046 $ | -195.796 $ | -35,9 % | 545.842 $ | -522.804 $ | -48,9 % |
| Gradient Capital Advisors, LLC | 536.362 $ | -2.641 $ | -0,5 % | 539.003 $ | -886 $ | -0,2 % | 539.889 $ | -1.068 $ | -0,2 % | 540.957 $ | -14.677 $ | -2,6 % |
| CreativeOne Wealth, LLC | 540.660 $ | +283.116 $ | +109,9 % | 257.544 $ | ||||||||
| Spartan Wealth Advisory Services LLC | 272.448 $ | -267.436 $ | -49,5 % | 539.884 $ | ||||||||
| Mills Wealth Advisors LLC | 538.973 $ | |||||||||||
| Compound Planning, Inc. | 534.132 $ | +265.855 $ | +99,1 % | |||||||||
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 534.071 $ | +22.483 $ | +4,4 % | 511.588 $ | +11.160 $ | +2,2 % | 500.428 $ | +18.969 $ | +3,9 % | |||
| PARTNERS WEALTH MANAGEMENT, LLC | 533.862 $ | +198.394 $ | +59,1 % | 335.468 $ | -15.510 $ | -4,4 % | 350.978 $ | +23.206 $ | +7,1 % | |||
| ADVOCATE GROUP LLC | 514.343 $ | -18.239 $ | -3,4 % | 532.582 $ | +224.986 $ | +73,1 % | ||||||
| Savant Capital, LLC | 486.862 $ | -9 $ | -0,0 % | 486.871 $ | -45.256 $ | -8,5 % | 532.127 $ | -998.183 $ | -65,2 % | |||
| Kingdom Financial Group LLC. | 77.651 $ | +30.237 $ | +63,8 % | 47.414 $ | -483.722 $ | -91,1 % | 531.136 $ | |||||
| Baring Financial LLC | 529.458 $ | |||||||||||
| SEEDS INVESTOR LLC | 528.708 $ | +41.553 $ | +8,5 % | 487.155 $ | ||||||||
| Juno Financial Group LLC | 523.067 $ | +3.059 $ | +0,6 % | 520.008 $ | +2.568 $ | +0,5 % | 517.440 $ | |||||
| J.E. Simmons & Co., P.C. | 522.418 $ | |||||||||||
| KINGSWOOD WEALTH ADVISORS, LLC | 228.710 $ | -293.368 $ | -56,2 % | 522.078 $ | ||||||||
| Hughes Financial Services, LLC | 469.679 $ | +30.215 $ | +6,9 % | 439.464 $ | -78.241 $ | -15,1 % | 517.705 $ | -46.602 $ | -8,3 % | |||
| Csenge Advisory Group | 510.483 $ | -5.378 $ | -1,0 % | 515.861 $ | +238.273 $ | +85,8 % | 277.588 $ | |||||
| Highland Financial Advisors, LLC | 509.982 $ | -2.840 $ | -0,6 % | 512.822 $ | -919 $ | -0,2 % | 513.741 $ | -1.165 $ | -0,2 % | 514.906 $ | -1.400 $ | -0,3 % |
| EHRLICH FINANCIAL GROUP | 271.927 $ | +7.499 $ | +2,8 % | 264.428 $ | -249.604 $ | -48,6 % | 514.032 $ | +78.939 $ | +18,1 % | |||
| Waldron Private Wealth LLC | 510.120 $ | +179.758 $ | +54,4 % | 330.362 $ | -13.641 $ | -4,0 % | 344.003 $ | +38.653 $ | +12,7 % | |||
| Networth Advisors, LLC | 508.695 $ | |||||||||||
| Silicon Valley Capital Partners | 505.285 $ | +10.653 $ | +2,2 % | 494.632 $ | +12.870 $ | +2,7 % | 481.762 $ | -469.715 $ | -49,4 % | |||
| Asset Dedication, LLC | 374.825 $ | +2.738 $ | +0,7 % | 372.087 $ | -133.179 $ | -26,4 % | 505.266 $ | -1.021.434 $ | -66,9 % | |||
| Ashton Thomas Private Wealth, LLC | 500.909 $ | +80.426 $ | +19,1 % | 420.483 $ | +194.494 $ | +86,1 % | 225.989 $ | |||||
| Insight Advisors, LLC/ PA | 498.071 $ | +123 $ | +0,0 % | |||||||||
| SWMG, LLC | 496.019 $ | |||||||||||
| BCS Wealth Management | 395.803 $ | +156.313 $ | +65,3 % | 239.490 $ | -256.474 $ | -51,7 % | 495.964 $ | +119.917 $ | +31,9 % | |||
| Privatperson | 494.770 $ | +10.124 $ | +2,1 % | 484.646 $ | +386 $ | +0,1 % | 484.260 $ | +37.906 $ | +8,5 % | 446.354 $ | +205.992 $ | +85,7 % |
| SHEPHERD KAPLAN KROCHUK, LLC | 381.577 $ | -32.373 $ | -7,8 % | 413.950 $ | -80.696 $ | -16,3 % | 494.646 $ | -363.448 $ | -42,4 % | |||
| VestGen Advisors, LLC | 494.581 $ | +240.800 $ | +94,9 % | 253.781 $ | +1.589 $ | +0,6 % | 252.192 $ | -691.025 $ | -73,3 % | |||
| Ascentis Independent Advisors | 492.578 $ | +147.001 $ | +42,5 % | 345.577 $ | ||||||||
| Atlas Private Wealth Advisors | 433.817 $ | +168.782 $ | +63,7 % | 265.035 $ | -226.786 $ | -46,1 % | 491.821 $ | +24.499 $ | +5,2 % | |||
| Oder Investment Management, LLC | 443.339 $ | +29.958 $ | +7,2 % | 413.381 $ | -75.054 $ | -15,4 % | 488.435 $ | -13.821 $ | -2,8 % | |||
| Lodestone Wealth Management LLC | 485.240 $ | +5.855 $ | +1,2 % | 479.385 $ | +33.455 $ | +7,5 % | 445.930 $ | +4.676 $ | +1,1 % | 441.254 $ | +105.256 $ | +31,3 % |
| ACCREDITED INVESTOR SERVICES, LLC | 479.632 $ | +13.228 $ | +2,8 % | 466.404 $ | +195.134 $ | +71,9 % | 271.270 $ | -9.619 $ | -3,4 % | 280.889 $ | +13.992 $ | +5,2 % |
| Betterment LLC | 476.000 $ | +238.000 $ | +100,0 % | 238.000 $ | +20.000 $ | +9,2 % | ||||||
| DAYMARK WEALTH PARTNERS, LLC | 418.389 $ | -54.661 $ | -11,6 % | 473.050 $ | +74.014 $ | +18,5 % | 399.036 $ | +15.963 $ | +4,2 % | |||
| BESSEMER GROUP INC | 468.000 $ | |||||||||||
| Ameritas Advisory Services, LLC | 466.024 $ | +236.864 $ | +103,4 % | 229.160 $ | -221.371 $ | -49,1 % | 450.531 $ | +209.461 $ | +86,9 % | |||
| Maridea Wealth Management LLC | 446.265 $ | -13.299 $ | -2,9 % | 459.564 $ | ||||||||
| Vise Technologies, Inc. | 457.245 $ | |||||||||||
| Daiwa Securities Group Inc. | 454.800 $ | +64.800 $ | +16,6 % | 390.000 $ | -62.000 $ | -13,7 % | 452.000 $ | -13.000 $ | -2,8 % | |||
| Advyzon Investment Management, LLC | 454.675 $ | +153.114 $ | +50,8 % | 301.561 $ | -6.984 $ | -2,3 % | 308.545 $ | |||||
| BIP Wealth, LLC | 454.354 $ | +2.694 $ | +0,6 % | 451.660 $ | ||||||||
| Asset One Wealth Management LLC | 220.663 $ | -233.286 $ | -51,4 % | 453.949 $ | +2.751 $ | +0,6 % | 451.198 $ | |||||
| Gotham Asset Management, LLC | 453.837 $ | |||||||||||
| Advisor OS, LLC | 218.490 $ | -235.109 $ | -51,8 % | 453.599 $ | ||||||||
| GATEWAY INVESTMENT ADVISERS LLC | 449.583 $ | |||||||||||
| Red Tortoise LLC | 448.818 $ | +1.663 $ | +0,4 % | 447.155 $ | +3.216 $ | +0,7 % | ||||||
| KERR FINANCIAL PLANNING Corp | 447.219 $ | +88.087 $ | +24,5 % | 359.132 $ | +66.478 $ | +22,7 % | 292.654 $ | -41.486 $ | -12,4 % | |||
| Indivisible Partners | 447.042 $ | |||||||||||
| Cloud Capital Management, LLC | 314.000 $ | -133.000 $ | -29,8 % | 447.000 $ | +141.000 $ | +46,1 % | 306.000 $ | -21.000 $ | -6,4 % | |||
| Privatperson | 84.000 $ | +33.000 $ | +64,7 % | 51.000 $ | -390.000 $ | -88,4 % | 441.000 $ | -20.000 $ | -4,3 % | |||
| Connecticut Capital Management Group, LLC | 439.931 $ | +237.785 $ | +117,6 % | 202.146 $ | ||||||||
| Adalta Capital Management LLC | 437.317 $ | |||||||||||
| ANCHOR CAPITAL ADVISORS LLC | 434.502 $ | +216.563 $ | +99,4 % | 217.939 $ | ||||||||
| Onyx Bridge Wealth Group LLC | 309.842 $ | -121.460 $ | -28,2 % | 431.302 $ | ||||||||
| Addison Advisors LLC | 428.163 $ | +138.162 $ | +47,6 % | 290.001 $ | -305 $ | -0,1 % | 290.306 $ | -206.531 $ | -41,6 % | |||
| Bradley & Co. Private Wealth Management, LLC | 407.509 $ | -1.292 $ | -0,3 % | 408.801 $ | -17.160 $ | -4,0 % | 425.961 $ | -50.089 $ | -10,5 % | |||
| CHOREO, LLC | 405.216 $ | -18.978 $ | -4,5 % | 424.194 $ | ||||||||
| Fort Point Capital Partners LLC | 420.251 $ | +163.498 $ | +63,7 % | 256.753 $ | -24.555 $ | -8,7 % | 281.308 $ | +28.694 $ | +11,4 % | |||
| SUTTON PLACE INVESTORS LLC | 419.012 $ | +11.556 $ | +2,8 % | 407.456 $ | +158.520 $ | +63,7 % | 248.936 $ | |||||
| SIMON QUICK ADVISORS, LLC | 412.661 $ | -1.307 $ | -0,3 % | 413.968 $ | -2.043 $ | -0,5 % | 416.011 $ | +51.101 $ | +14,0 % | |||
| Coastline Trust Co | 370.136 $ | -22.327 $ | -5,7 % | 392.463 $ | +3.926 $ | +1,0 % | 388.537 $ | -24.265 $ | -5,9 % | 412.802 $ | -265.171 $ | -39,1 % |
| Lotus Asset Management LLC | 412.467 $ | +15.360 $ | +3,9 % | 397.107 $ | ||||||||
| Bogart Wealth, LLC | 407.835 $ | +4.004 $ | +1,0 % | 403.831 $ | +119.150 $ | +41,9 % | 284.681 $ | -111.340 $ | -28,1 % | |||
| Migdal Insurance & Financial Holdings Ltd. | 393.011 $ | -162 $ | -0,0 % | 393.173 $ | -12.827 $ | -3,2 % | 406.000 $ | +393.000 $ | +3.023,1 % | |||
| Alesco Advisors, LLC, An ESL Co | 403.968 $ | -723 $ | -0,2 % | 404.691 $ | -919 $ | -0,2 % | 405.610 $ | -202.623 $ | -33,3 % | |||
| Kropog Financial Group, LLC | 401.913 $ | +57.265 $ | +16,6 % | 344.648 $ | -59.988 $ | -14,8 % | 404.636 $ | -11.450 $ | -2,8 % | |||
| AtlasMark Financial, Inc | 404.366 $ | +11.152 $ | +2,8 % | 393.214 $ | +147.592 $ | +60,1 % | 245.622 $ | +0 $ | +0,0 % | 245.622 $ | +16.722 $ | +7,3 % |
| Taylor & Morgan Wealth Management, LLC | 399.432 $ | +11.016 $ | +2,8 % | 388.416 $ | ||||||||
| San Luis Wealth Advisors LLC | 397.366 $ | +77.162 $ | +24,1 % | 320.204 $ | ||||||||
| True Link Financial Advisors, LLC | 396.538 $ | |||||||||||
| PGIM Custom Harvest LLC | 395.465 $ | +915 $ | +0,2 % | 394.550 $ | -254.072 $ | -39,2 % | ||||||
| TWO SIGMA SECURITIES, LLC | 226.575 $ | -153.108 $ | -40,3 % | 379.683 $ | -13.352 $ | -3,4 % | 393.035 $ | -469.955 $ | -54,5 % | |||
| NORTHERN TRUST CORP | 392.833 $ | |||||||||||
| Dynamic Advisor Solutions LLC | 392.778 $ | +4.131 $ | +1,1 % | 388.647 $ | ||||||||
| Echo45 Advisors LLC | 391.600 $ | |||||||||||
| Clark Capital Management Group, Inc. | 382.019 $ | +148.625 $ | +63,7 % | 233.394 $ | -8.277 $ | -3,4 % | 241.671 $ | |||||
| Envestnet Portfolio Solutions, Inc. | 381.971 $ | |||||||||||
| MLG Wealth Management DBA Pine Grove Financial Group | 378.816 $ | +13.750 $ | +3,8 % | 365.066 $ | -12.602 $ | -3,3 % | 377.668 $ | +7.640 $ | +2,1 % | 370.028 $ | ||
| Westmount Partners, LLC | 378.477 $ | |||||||||||
| BNP PARIBAS FINANCIAL MARKETS | 377.663 $ | +375.603 $ | +18.233,2 % | 2.060 $ | +1.333 $ | +183,4 % | 727 $ | -8.710 $ | -92,3 % | |||
| MONETA GROUP INVESTMENT ADVISORS LLC | 375.316 $ | |||||||||||
| Eagle Strategies LLC | 261.415 $ | -12.082 $ | -4,4 % | 273.497 $ | -101.455 $ | -27,1 % | 374.952 $ | -269.934 $ | -41,9 % | |||
| AXXCESS WEALTH MANAGEMENT, LLC | 374.067 $ | +156.797 $ | +72,2 % | 217.270 $ | ||||||||
| Riverbend Wealth Management, LLC | 368.933 $ | +15.050 $ | +4,3 % | 353.883 $ | +148.407 $ | +72,2 % | 205.476 $ | +1.337 $ | +0,7 % | 204.139 $ | ||
| SteelPeak Wealth, LLC | 367.988 $ | +76.233 $ | +26,1 % | 291.755 $ | +94.883 $ | +48,2 % | 196.872 $ | -31.500 $ | -13,8 % | 228.372 $ | ||
| Empirical Asset Management, LLC | 366.600 $ | -151 $ | -0,0 % | 366.751 $ | +151 $ | +0,0 % | 366.600 $ | -702.293 $ | -65,7 % | |||
| Key FInancial Inc | 366.355 $ | +360.492 $ | +6.148,6 % | 5.863 $ | -208 $ | -3,4 % | 6.071 $ | +199 $ | +3,4 % | |||
| CENTAURUS FINANCIAL, INC. | 365.000 $ | +159.000 $ | +77,2 % | 206.000 $ | -23.000 $ | -10,0 % | 229.000 $ | |||||
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | 227.400 $ | -133.350 $ | -37,0 % | 360.750 $ | ||||||||
| Everest Financial Group LLC | 360.237 $ | |||||||||||
| Cordgrass Capital Advisors, LLC | 357.781 $ | +119.732 $ | +50,3 % | 238.049 $ | -80.383 $ | -25,2 % | ||||||
| Financial Partners Group, Inc | 357.492 $ | +20.174 $ | +6,0 % | 337.318 $ | +131.291 $ | +63,7 % | 206.027 $ | -22.050 $ | -9,7 % | 228.077 $ | ||
| Wilmington Savings Fund Society, FSB | 352.965 $ | -918 $ | -0,3 % | 353.883 $ | -1.358 $ | -0,4 % | 355.241 $ | +278.681 $ | +364,0 % | |||
| Passive Capital Management, LLC. | 353.012 $ | +621 $ | +0,2 % | 352.391 $ | -621 $ | -0,2 % | 353.012 $ | -897 $ | -0,3 % | |||
| Legacy Advisory Services, LLC | 352.872 $ | +9.732 $ | +2,8 % | 343.140 $ | +133.498 $ | +63,7 % | 209.642 $ | -7.434 $ | -3,4 % | 217.076 $ | +10.813 $ | +5,2 % |
| Wellington Shields & Co., LLC | 333.865 $ | -15.676 $ | -4,5 % | 349.541 $ | +144 $ | +0,0 % | 349.397 $ | |||||
| B. Riley Wealth Advisors, Inc. | 348.831 $ | +48.250 $ | +16,1 % | 300.581 $ | ||||||||
| XML Financial, LLC | 332.492 $ | -16.175 $ | -4,6 % | 348.667 $ | +28.519 $ | +8,9 % | 320.148 $ | +114.533 $ | +55,7 % | |||
| MassMutual Private Wealth & Trust, FSB | 3.394 $ | -59 $ | -1,7 % | 3.453 $ | +6 $ | +0,2 % | 3.447 $ | -344.757 $ | -99,0 % | 348.204 $ | -89.650 $ | -20,5 % |
| NAPLES GLOBAL ADVISORS, LLC | 330.649 $ | -11.180 $ | -3,3 % | 341.829 $ | -5.378 $ | -1,5 % | 347.207 $ | +99.918 $ | +40,4 % | |||
| TSFG, LLC | 346.000 $ | +125.000 $ | +56,6 % | 221.000 $ | -9.000 $ | -3,9 % | 230.000 $ | -3.000 $ | -1,3 % | |||
| AlphaCore Capital LLC | 345.813 $ | +92.793 $ | +36,7 % | 253.020 $ | +3.309 $ | +1,3 % | 249.711 $ | -42.787 $ | -14,6 % | |||
| Valeo Financial Advisors, LLC | 344.960 $ | +8.828 $ | +2,6 % | 336.132 $ | +120.698 $ | +56,0 % | 215.434 $ | |||||
| HBK Sorce Advisory LLC | 343.623 $ | +18.271 $ | +5,6 % | 325.352 $ | ||||||||
| VALLEY NATIONAL ADVISERS INC | 62.587 $ | +587 $ | +0,9 % | 62.000 $ | -280.000 $ | -81,9 % | 342.000 $ | -10.000 $ | -2,8 % | |||
| Trust Co of Kansas | 329.000 $ | -10.000 $ | -2,9 % | 339.000 $ | -359.000 $ | -51,4 % | ||||||
| Elequin Capital, LP | 184.892 $ | -147.896 $ | -44,4 % | 332.788 $ | ||||||||
| Koesten, Hirschmann & Crabtree, INC. | 327.950 $ | -3.810 $ | -1,1 % | 331.760 $ | -51.552 $ | -13,4 % | ||||||
| SHP Wealth Management | 249.326 $ | +39.539 $ | +18,8 % | 209.787 $ | -121.381 $ | -36,7 % | 331.168 $ | |||||
| NATIONAL BANK OF CANADA /FI/ | 329.017 $ | +70.961 $ | +27,5 % | 258.056 $ | -6.995 $ | -2,6 % | 265.051 $ | +38.829 $ | +17,2 % | |||
| Perennial Investment Advisors, LLC | 320.405 $ | +117.712 $ | +58,1 % | 202.693 $ | ||||||||
| GAMMA Investing LLC | 318.115 $ | +26.578 $ | +9,1 % | 291.537 $ | +174.259 $ | +148,6 % | 117.278 $ | -120.711 $ | -50,7 % | 237.989 $ | +8.241 $ | +3,6 % |
| PFG Investments, LLC | 315.927 $ | |||||||||||
| Visionary Wealth Advisors | 315.062 $ | |||||||||||
| Coppell Advisory Solutions LLC | 313.807 $ | +53.339 $ | +20,5 % | |||||||||
| Lifeworks Advisors, LLC | 309.877 $ | |||||||||||
| Orion Porfolio Solutions, LLC | 308.748 $ | -5.481.048 $ | -94,7 % | |||||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 191.417 $ | -115.135 $ | -37,6 % | 306.552 $ | +35.933 $ | +13,3 % | 270.619 $ | -154.870 $ | -36,4 % | |||
| GEM Asset Management, LLC | 305.951 $ | +103.876 $ | +51,4 % | 202.075 $ | ||||||||
| Apella Capital, LLC | 305.271 $ | +40.412 $ | +15,3 % | 264.859 $ | +41.083 $ | +18,4 % | 223.776 $ | |||||
| Cascade Financial Partners, LLC | 304.640 $ | +102.284 $ | +50,5 % | 202.356 $ | ||||||||
| Garden State Investment Advisory Services LLC | 300.451 $ | |||||||||||
| Joel Isaacson & Co., LLC | 298.495 $ | |||||||||||
| ProVise Management Group, LLC | 298.455 $ | |||||||||||
| Murphy, Middleton, Hinkle & Parker, Inc. | 297.255 $ | +123 $ | +0,0 % | 297.132 $ | -123 $ | -0,0 % | 297.255 $ | -665.497 $ | -69,1 % | |||
| GenWealth Group, Inc. | 296.833 $ | +8.187 $ | +2,8 % | 288.646 $ | ||||||||
| Berkshire Money Management, Inc. | 291.708 $ | -3.389 $ | -1,1 % | 295.097 $ | ||||||||
| LEVEL FOUR ADVISORY SERVICES, LLC | 293.671 $ | +31 $ | +0,0 % | 293.640 $ | +224 $ | +0,1 % | 293.416 $ | |||||
| RITHOLTZ WEALTH MANAGEMENT | 291.488 $ | -259.654 $ | -47,1 % | |||||||||
| Empowered Funds, LLC | 290.350 $ | +13.011 $ | +4,7 % | |||||||||
| MEYER HANDELMAN CO | 287.465 $ | |||||||||||
| Horizons Wealth Management | 249.551 $ | -9.405 $ | -3,6 % | 258.956 $ | -28.460 $ | -9,9 % | 287.416 $ | -245.425 $ | -46,1 % | |||
| Koss-Olinger Consulting, LLC | 285.292 $ | |||||||||||
| Ausdal Financial Partners, Inc. | 284.784 $ | +1.538 $ | +0,5 % | 283.246 $ | +1.750 $ | +0,6 % | 281.496 $ | |||||
| Southeast Asset Advisors, LLC | 283.239 $ | |||||||||||
| Downshift Financial, LLC | 783 $ | -282.232 $ | -99,7 % | 283.015 $ | ||||||||
| Buttonwood Financial Advisors Inc. | 282.590 $ | +117 $ | +0,0 % | 282.473 $ | -117 $ | -0,0 % | 282.590 $ | +117 $ | +0,0 % | 282.473 $ | -3.319 $ | -1,2 % |
| AMG National Trust Bank | 281.019 $ | -117 $ | -0,0 % | 281.136 $ | +117 $ | +0,0 % | 281.019 $ | -2.684.466 $ | -90,5 % | |||
| Clear Creek Financial Management, LLC | 279.050 $ | |||||||||||
| JB Capital LLC | 275.639 $ | +18.645 $ | +7,3 % | 256.994 $ | ||||||||
| WHITENER CAPITAL MANAGEMENT, INC. | 214.656 $ | -2.494 $ | -1,1 % | 217.150 $ | -56.414 $ | -20,6 % | 273.564 $ | +49.560 $ | +22,1 % | 224.004 $ | ||
| Evanson Asset Management, LLC | 273.098 $ | +17.260 $ | +6,7 % | |||||||||
| MN Wealth Advisors, LLC | 244.365 $ | -28.230 $ | -10,4 % | 272.595 $ | +31.752 $ | +13,2 % | 240.843 $ | +7.649 $ | +3,3 % | |||
| Richard P Slaughter Associates Inc | 272.528 $ | +2.836 $ | +1,1 % | 269.692 $ | +6.063 $ | +2,3 % | 263.629 $ | +7.528 $ | +2,9 % | |||
| Allie Family Office LLC | 271.891 $ | |||||||||||
| Evanson Financial, LLC | 271.587 $ | |||||||||||
| Trilogy Capital Inc. | 264.173 $ | -6.195 $ | -2,3 % | 270.368 $ | ||||||||
| LOM Asset Management Ltd | 267.129 $ | +2.780 $ | +1,1 % | 264.349 $ | +78.819 $ | +42,5 % | 185.530 $ | +28.530 $ | +18,2 % | |||
| Astoria Portfolio Advisors LLC. | 265.048 $ | +35.711 $ | +15,6 % | 229.337 $ | ||||||||
| Berman McAleer LLC | 262.752 $ | |||||||||||
| EAGLE WEALTH STRATEGIES LLC | 262.079 $ | +4.562 $ | +1,8 % | 257.517 $ | ||||||||
| Carson Advisory Inc. | 259.191 $ | -821 $ | -0,3 % | 260.012 $ | -1.284 $ | -0,5 % | 261.296 $ | |||||
| Greenspring Advisors, LLC | 260.667 $ | -107 $ | -0,0 % | 260.774 $ | +108 $ | +0,0 % | 260.666 $ | |||||
| 3Chopt Investment Partners, LLC | 260.349 $ | +2.710 $ | +1,1 % | 257.639 $ | +5.792 $ | +2,3 % | 251.847 $ | +2.000 $ | +0,8 % | |||
| Intentional Wealth Strategies, LLC | 258.907 $ | |||||||||||
| Truvestments Capital LLC | 161.417 $ | -96.176 $ | -37,3 % | 257.593 $ | ||||||||
| Blake Schutter Theil Wealth Advisors, LLC | 257.420 $ | |||||||||||
| Legacy Financial Advisors, Inc. | 257.370 $ | +36.609 $ | +16,6 % | |||||||||
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 250.460 $ | -220 $ | -0,1 % | 250.680 $ | -1.960 $ | -0,8 % | 252.640 $ | -151.300 $ | -37,5 % | |||
| Cornerstone Financial Group, LLC /NE/ | 252.000 $ | +2.180 $ | +0,9 % | 249.820 $ | +2.002 $ | +0,8 % | 247.818 $ | -650.696 $ | -72,4 % | |||
| MWA Asset Management | 251.763 $ | -13.753 $ | -5,2 % | |||||||||
| CALTON & ASSOCIATES, INC. | 251.732 $ | +103 $ | +0,0 % | 251.629 $ | -357.689 $ | -58,7 % | ||||||
| 49 WEALTH MANAGEMENT, LLC | 228.050 $ | -22.704 $ | -9,1 % | 250.754 $ | -19.713 $ | -7,3 % | ||||||
| Maia Wealth LLC | 248.167 $ | -1.611 $ | -0,6 % | 249.778 $ | -9.114 $ | -3,5 % | ||||||
| Savvy Advisors, Inc. | 248.741 $ | |||||||||||
| Cadence Bank | 248.566 $ | +7.098 $ | +2,9 % | |||||||||
| GPS Wealth Strategies Group, LLC | 246.186 $ | +2.263 $ | +0,9 % | |||||||||
| MACROVIEW INVESTMENT MANAGEMENT LLC | 244.002 $ | -15.138 $ | -5,8 % | |||||||||
| McIlrath & Eck, LLC | 240.987 $ | +46.211 $ | +23,7 % | |||||||||
| MLP3, LLC | 240.891 $ | +350 $ | +0,1 % | 240.541 $ | +153 $ | +0,1 % | 240.388 $ | |||||
| Fiscal Wisdom Wealth Management, LLC | 240.834 $ | +6.642 $ | +2,8 % | 234.192 $ | ||||||||
| BAKER TILLY WEALTH MANAGEMENT, LLC | 236.582 $ | +97 $ | +0,0 % | 236.485 $ | -97 $ | -0,0 % | 236.582 $ | +97 $ | +0,0 % | 236.485 $ | -683 $ | -0,3 % |
| COLUMBIA ADVISORY PARTNERS LLC | 236.058 $ | +6.510 $ | +2,8 % | 229.548 $ | ||||||||
| Crewe Advisors LLC | 235.563 $ | +91.645 $ | +63,7 % | 143.918 $ | -5.103 $ | -3,4 % | 149.021 $ | +7.423 $ | +5,2 % | |||
| Trinity Wealth Management, LLC | 235.322 $ | +97 $ | +0,0 % | 235.225 $ | -97 $ | -0,0 % | 235.322 $ | +97 $ | +0,0 % | 235.225 $ | +20.556 $ | +9,6 % |
| Madison Wealth Partners, Inc | 231.603 $ | |||||||||||
| LGL PARTNERS, LLC | 229.285 $ | |||||||||||
| Dakota Wealth Management | 229.095 $ | -278.563 $ | -54,9 % | |||||||||
| Latitude Advisors, LLC | 228.480 $ | |||||||||||
| Arnold Financial Planning LLC | 222.394 $ | -2.584 $ | -1,1 % | 224.978 $ | -712 $ | -0,3 % | 225.690 $ | |||||
| CERTIOR FINANCIAL GROUP, LLC | 225.674 $ | +93 $ | +0,0 % | 225.581 $ | -93 $ | -0,0 % | 225.674 $ | +93 $ | +0,0 % | 225.581 $ | ||
| Glen Eagle Advisors, LLC | 225.076 $ | +601 $ | +0,3 % | 224.475 $ | -477 $ | -0,2 % | 224.952 $ | -82.289 $ | -26,8 % | |||
| LIBERTY WEALTH MANAGEMENT LLC | 224.374 $ | |||||||||||
| J. L. Bainbridge & Co., Inc. | 221.748 $ | +92 $ | +0,0 % | 221.656 $ | -352.469 $ | -61,4 % | ||||||
| DIXON FNANCIAL SERVICES, INC. | 221.626 $ | |||||||||||
| Symphony Financial, Ltd. Co. | 221.617 $ | |||||||||||
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 220.135 $ | +7.539 $ | +3,5 % | 212.596 $ | -7.539 $ | -3,4 % | 220.135 $ | +10.965 $ | +5,2 % | |||
| Falcon Wealth Planning | 219.722 $ | |||||||||||
| Calamos Advisors LLC | 219.614 $ | |||||||||||
| Calamos Wealth Management LLC | 219.524 $ | -90 $ | -0,0 % | 219.614 $ | +90 $ | +0,0 % | 219.524 $ | -209.182 $ | -48,8 % | |||
| Walkner Condon Financial Advisors LLC | 219.479 $ | +7.441 $ | +3,5 % | 212.038 $ | +4.767 $ | +2,3 % | 207.271 $ | |||||
| Summit Place Financial Advisors, LLC | 218.070 $ | |||||||||||
| Carr Financial Group Corp | 217.780 $ | |||||||||||
| Outlook Wealth Advisors, LLC | 215.152 $ | |||||||||||
| MISSION WEALTH MANAGEMENT, LP | 214.473 $ | |||||||||||
| DAVIS R M INC | 214.024 $ | |||||||||||
| Financial Solutions Advisory Group, Inc. | 211.615 $ | |||||||||||
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 207.511 $ | |||||||||||
| Comprehensive Financial Consultants Institutional, Inc. | 201.774 $ | -5.489 $ | -2,6 % | 207.263 $ | -86 $ | -0,0 % | 207.349 $ | +86 $ | +0,0 % | 207.263 $ | -235.444 $ | -53,2 % |
| Compagnie Lombard Odier SCmA | 205.632 $ | +80.001 $ | +63,7 % | 125.631 $ | -4.455 $ | -3,4 % | 130.086 $ | +6.480 $ | +5,2 % | |||
| Beaird Harris Wealth Management, LLC | 205.328 $ | +79.883 $ | +63,7 % | 125.445 $ | -4.449 $ | -3,4 % | 129.894 $ | |||||
| BALLAST ADVISORS LLC | 75.043 $ | -130.096 $ | -63,4 % | 205.139 $ | +174.669 $ | +573,2 % | 30.470 $ | +7.425 $ | +32,2 % | |||
| Traynor Capital Management, Inc. | 205.125 $ | |||||||||||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 205.095 $ | +323 $ | +0,2 % | 204.772 $ | +359 $ | +0,2 % | 204.413 $ | -29 $ | -0,0 % | |||
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 203.784 $ | |||||||||||
| SAGESPRING WEALTH PARTNERS, LLC | 203.026 $ | |||||||||||
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 202.404 $ | -12.704 $ | -5,9 % | |||||||||
| JTC Employer Solutions Trustee Ltd | 201.000 $ | +46.000 $ | +29,7 % | 155.000 $ | -5.000 $ | -3,1 % | 160.000 $ | |||||
| Empower Advisory Group, LLC | 200.865 $ | -513 $ | -0,3 % | |||||||||
| RWA WEALTH PARTNERS, LLC | 200.552 $ | -82 $ | -0,0 % | 200.634 $ | +82 $ | +0,0 % | 200.552 $ | -579 $ | -0,3 % | |||
| RETIREMENT INCOME SOLUTIONS, INC | 200.025 $ | |||||||||||
| SBI Securities Co., Ltd. | 194.268 $ | +59.738 $ | +44,4 % | 134.530 $ | +18.349 $ | +15,8 % | 116.181 $ | -11.102 $ | -8,7 % | 127.283 $ | -23.000 $ | -15,3 % |
| Tower Research Capital LLC (TRC) | 93.845 $ | -95.930 $ | -50,5 % | 189.775 $ | +101.241 $ | +114,4 % | 88.534 $ | -439.744 $ | -83,2 % | |||
| SIMPLEX TRADING, LLC | 187.201 $ | +176.201 $ | +1.601,8 % | |||||||||
| Concord Wealth Partners | 184.231 $ | +67.684 $ | +58,1 % | 116.547 $ | +5.805 $ | +5,2 % | ||||||
| HHM Wealth Advisors, LLC | 182.369 $ | -325 $ | -0,2 % | 182.694 $ | -413 $ | -0,2 % | 183.107 $ | -498 $ | -0,3 % | |||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 173.530 $ | +52.844 $ | +43,8 % | 120.686 $ | -19.297 $ | -13,8 % | 139.983 $ | -49 $ | -0,0 % | |||
| 2UniFi Bank | 170.667 $ | -386 $ | -0,2 % | 171.053 $ | -91.855 $ | -34,9 % | ||||||
| Russell Investments Group, Ltd. | 170.601 $ | +60.604 $ | +55,1 % | 109.997 $ | -13.199 $ | -10,7 % | 123.196 $ | +14.423 $ | +13,3 % | |||
| American Capital Advisory, LLC | 170.371 $ | +88 $ | +0,1 % | 170.283 $ | -3 $ | -0,0 % | 170.286 $ | -384 $ | -0,2 % | |||
| Glassman Wealth Services | 169.380 $ | +65.897 $ | +63,7 % | 103.483 $ | -3.669 $ | -3,4 % | 107.152 $ | +5.337 $ | +5,2 % | |||
| Pinnacle Bancorp, Inc. | 150.906 $ | +17.418 $ | +13,0 % | 133.488 $ | -34.542 $ | -20,6 % | 168.030 $ | -202 $ | -0,1 % | 168.232 $ | -40.723 $ | -19,5 % |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 159.773 $ | +4.406 $ | +2,8 % | 155.367 $ | +60.445 $ | +63,7 % | 94.922 $ | -3.366 $ | -3,4 % | 98.288 $ | +4.896 $ | +5,2 % |
| BOKF, NA | 157.985 $ | +62.263 $ | +65,0 % | |||||||||
| Harbor Asset Planning, Inc. | 154.646 $ | +3.290 $ | +2,2 % | 151.356 $ | -382 $ | -0,3 % | 151.738 $ | +10.672 $ | +7,6 % | |||
| Blue Trust, Inc. | 154.158 $ | +28.562 $ | +22,7 % | 125.596 $ | +53.794 $ | +74,9 % | 71.802 $ | +9.537 $ | +15,3 % | 62.265 $ | -3.081.423 $ | -98,0 % |
| United Community Bank | 133.933 $ | -12.673 $ | -8,6 % | 146.606 $ | -494.340 $ | -77,1 % | ||||||
| Tidemark, LLC | 142.511 $ | +55.453 $ | +63,7 % | 87.058 $ | +21.002 $ | +31,8 % | 66.056 $ | +55.938 $ | +552,9 % | |||
| Founders Financial Alliance, LLC | 28.234 $ | -110.813 $ | -79,7 % | 139.047 $ | +20.139 $ | +16,9 % | 118.908 $ | -28.443 $ | -19,3 % | |||
| Napier Financial, LLC | 68.889 $ | -68.507 $ | -49,9 % | 137.396 $ | ||||||||
| Sound Income Strategies, LLC | 112.485 $ | -23.630 $ | -17,4 % | 136.115 $ | +132.410 $ | +3.573,8 % | ||||||
| Anchor Bay Capital, Inc. | 134.780 $ | |||||||||||
| Eukles Asset Management | 134.423 $ | +52.297 $ | +63,7 % | 82.126 $ | -2.911 $ | -3,4 % | 85.037 $ | +51.068 $ | +150,3 % | |||
| Litman Gregory Wealth Management LLC | 133.174 $ | |||||||||||
| Fortitude Family Office, LLC | 133.144 $ | +3.672 $ | +2,8 % | 129.472 $ | +50.371 $ | +63,7 % | 79.101 $ | -2.805 $ | -3,4 % | 81.906 $ | +4.080 $ | +5,2 % |
| Capital Investment Advisory Services, LLC | 131.604 $ | +81.605 $ | +163,2 % | 49.999 $ | +10.229 $ | +25,7 % | 39.770 $ | +2.368 $ | +6,3 % | |||
| Breakwater Investment Management | 124.608 $ | +3.437 $ | +2,8 % | 121.171 $ | +47.141 $ | +63,7 % | 74.030 $ | -2.625 $ | -3,4 % | 76.655 $ | +3.819 $ | +5,2 % |
| AdvisorNet Financial, Inc | 117.877 $ | +38.126 $ | +47,8 % | 79.751 $ | +9.498 $ | +13,5 % | 70.253 $ | +7.560 $ | +12,1 % | |||
| Hyposwiss Advisors SA | 94.263 $ | -19.353 $ | -17,0 % | 113.616 $ | -427 $ | -0,4 % | 114.043 $ | |||||
| Atlantic Edge Private Wealth Management, LLC | 113.878 $ | +3.141 $ | +2,8 % | 110.737 $ | +43.082 $ | +63,7 % | 67.655 $ | |||||
| BURKETT FINANCIAL SERVICES, LLC | 109.759 $ | +569 $ | +0,5 % | 109.190 $ | +954 $ | +0,9 % | 108.236 $ | +531 $ | +0,5 % | 107.705 $ | ||
| Annis Gardner Whiting Capital Advisors, LLC | 109.272 $ | +73.635 $ | +206,6 % | 35.637 $ | -91 $ | -0,3 % | ||||||
| Triumph Capital Management | 104.590 $ | +21.020 $ | +25,2 % | 83.570 $ | +11.908 $ | +16,6 % | 71.662 $ | -156 $ | -0,2 % | 71.818 $ | ||
| PITTENGER & ANDERSON INC | 104.535 $ | +49.948 $ | +91,5 % | 54.587 $ | ||||||||
| SYM FINANCIAL Corp | 99.067 $ | -3.690 $ | -3,6 % | 102.757 $ | +2.310 $ | +2,3 % | 100.447 $ | +2.868 $ | +2,9 % | |||
| TOMPKINS FINANCIAL CORP | 100.014 $ | +41 $ | +0,0 % | 99.973 $ | ||||||||
| Stephens Consulting, LLC | 95.567 $ | -44.584 $ | -31,8 % | |||||||||
| Parkside Financial Bank & Trust | 94.013 $ | +26.277 $ | +38,8 % | 67.736 $ | -2.402 $ | -3,4 % | 70.138 $ | +3.494 $ | +5,2 % | |||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 92.607 $ | +5.168 $ | +5,9 % | 87.439 $ | +55.771 $ | +176,1 % | 31.668 $ | |||||
| Allied Private Wealth LLC | 91.148 $ | |||||||||||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 88.785 $ | +12.673 $ | +16,7 % | 76.112 $ | +15.204 $ | +25,0 % | 60.908 $ | -29.573 $ | -32,7 % | |||
| Team Financial Group, LLC | 84.582 $ | -2.999 $ | -3,4 % | 87.581 $ | +4.363 $ | +5,2 % | ||||||
| Black Cypress Capital Management, LLC | 84.805 $ | -35 $ | -0,0 % | 84.840 $ | +35 $ | +0,0 % | 84.805 $ | -107.162 $ | -55,8 % | |||
| FIRST HORIZON CORP | 82.714 $ | |||||||||||
| Legacy Bridge, LLC | 81.704 $ | -166 $ | -0,2 % | 81.870 $ | -224 $ | -0,3 % | 82.094 $ | -77.676 $ | -48,6 % | |||
| Union Bancaire Privee, UBP SA | 80.645 $ | +32.728 $ | +68,3 % | 47.917 $ | -3.534 $ | -6,9 % | 51.451 $ | +3.715 $ | +7,8 % | |||
| Cassaday & Co Wealth Management LLC | 80.618 $ | |||||||||||
| Orion Capital Management LLC | 79.959 $ | -33 $ | -0,0 % | 79.992 $ | ||||||||
| NorthAvenue LLC | 79.072 $ | +35 $ | +0,0 % | 79.037 $ | -15 $ | -0,0 % | 79.052 $ | |||||
| Aventura Private Wealth, LLC | 77.988 $ | +68.682 $ | +738,0 % | 9.306 $ | ||||||||
| LANARK FINANCIAL, INC. | 77.899 $ | +27.039 $ | +53,2 % | 50.860 $ | -5.059 $ | -9,0 % | 55.919 $ | |||||
| GROUP ONE TRADING LLC | 54.934 $ | +8.103 $ | +17,3 % | 46.831 $ | -28.378 $ | -37,7 % | 75.209 $ | |||||
| Knights of Columbus Asset Advisors LLC | 72.950 $ | -360 $ | -0,5 % | 73.310 $ | -188 $ | -0,3 % | ||||||
| Strive Financial Group ,LLC | 72.580 $ | +28.580 $ | +65,0 % | 44.000 $ | -1.916 $ | -4,2 % | 45.916 $ | |||||
| Caldwell Trust Co | 71.429 $ | +31.322 $ | +78,1 % | 40.107 $ | -1.320 $ | -3,2 % | 41.427 $ | +1.912 $ | +4,8 % | |||
| Miller Global Investments, LLC | 49.795 $ | -579 $ | -1,1 % | 50.374 $ | -20.423 $ | -28,8 % | 70.797 $ | |||||
| Rialto Wealth Management, LLC | 70.379 $ | +33 $ | +0,0 % | 70.346 $ | +3 $ | +0,0 % | 70.343 $ | -24.910 $ | -26,2 % | |||
| EASTERN BANK | 35.422 $ | -319 $ | -0,9 % | 35.741 $ | -33.363 $ | -48,3 % | 69.104 $ | +2.349 $ | +3,5 % | 66.755 $ | -36.380 $ | -35,3 % |
| Kilter Group LLC | 64.889 $ | +25.245 $ | +63,7 % | 39.644 $ | -1.406 $ | -3,4 % | 41.050 $ | +2.045 $ | +5,2 % | |||
| Innovative Asset Advisors Group, LLC | 64.736 $ | +25.186 $ | +63,7 % | 39.550 $ | ||||||||
| Boreal Capital Management LLC | 62.998 $ | -26 $ | -0,0 % | 63.024 $ | +26 $ | +0,0 % | 62.998 $ | -63.157 $ | -50,1 % | |||
| Prestige Wealth Management Group LLC | 60.216 $ | +8.580 $ | +16,6 % | 51.636 $ | -8.624 $ | -14,3 % | 60.260 $ | -2.263 $ | -3,6 % | |||
| Front Row Advisors LLC | 59.126 $ | +18.598 $ | +45,9 % | 40.528 $ | -200 $ | -0,5 % | 40.728 $ | -68.369 $ | -62,7 % | |||
| Washington Trust Advisors, Inc. | 56.782 $ | +1.566 $ | +2,8 % | 55.216 $ | +21.482 $ | +63,7 % | 33.734 $ | +13.257 $ | +64,7 % | 20.477 $ | +1.020 $ | +5,2 % |
| GHP Investment Advisors, Inc. | 55.809 $ | -34 $ | -0,1 % | 55.843 $ | +5.806 $ | +11,6 % | 50.037 $ | -531 $ | -1,1 % | 50.568 $ | +375 $ | +0,7 % |
| Fairway Wealth LLC | 55.761 $ | |||||||||||
| PFS Partners, LLC | 54.719 $ | +1.509 $ | +2,8 % | 53.210 $ | +20.717 $ | +63,8 % | 32.493 $ | -1.152 $ | -3,4 % | 33.645 $ | +1.676 $ | +5,2 % |
| RICHARDS, MERRILL & PETERSON, INC. | 53.556 $ | +444 $ | +0,8 % | 53.112 $ | +553 $ | +1,1 % | 52.559 $ | |||||
| ARMSTRONG ADVISORY GROUP, INC | 40.481 $ | +16 $ | +0,0 % | 40.465 $ | -16 $ | -0,0 % | 40.481 $ | -12.946 $ | -24,2 % | 53.427 $ | -42.248 $ | -44,2 % |
| RAFFA WEALTH MANAGEMENT, LLC | 45.646 $ | -6.437 $ | -12,4 % | 52.083 $ | +13.674 $ | +35,6 % | ||||||
| Plante Moran Financial Advisors, LLC | 49.459 $ | |||||||||||
| Peck Wealth Management, LLC | 48.460 $ | -20 $ | -0,0 % | 48.480 $ | +20 $ | +0,0 % | 48.460 $ | -140 $ | -0,3 % | |||
| PROSPERITY BANCSHARES INC | 48.460 $ | -20 $ | -0,0 % | 48.480 $ | +20 $ | +0,0 % | 48.460 $ | |||||
| WELLINGTON-ALTUS USA INC. | 29.547 $ | -18.815 $ | -38,9 % | 48.362 $ | +17.768 $ | +58,1 % | 30.594 $ | |||||
| CoreCap Advisors, LLC | 47.854 $ | +1.320 $ | +2,8 % | 46.534 $ | +19.965 $ | +75,1 % | 26.569 $ | -942 $ | -3,4 % | 27.511 $ | +11.351 $ | +70,2 % |
| SOA Wealth Advisors, LLC. | 47.811 $ | +18.088 $ | +60,9 % | 29.723 $ | -3.688 $ | -11,0 % | 33.411 $ | +6.888 $ | +26,0 % | |||
| HOWE & RUSLING INC | 47.600 $ | +18.518 $ | +63,7 % | 29.082 $ | -1.031 $ | -3,4 % | 30.113 $ | +1.500 $ | +5,2 % | |||
| Lloyd Advisory Services, LLC. | 47.414 $ | +42.451 $ | +855,3 % | 4.963 $ | ||||||||
| Institute for Wealth Management, LLC. | 47.209 $ | |||||||||||
| Coston, McIsaac & Partners | 46.000 $ | +19.000 $ | +70,4 % | 27.000 $ | +0 $ | +0,0 % | 27.000 $ | +0 $ | +0,0 % | |||
| Salomon & Ludwin, LLC | 45.054 $ | +16.941 $ | +60,3 % | 28.113 $ | +374 $ | +1,3 % | 27.739 $ | +3.236 $ | +13,2 % | |||
| Three Bearings Fiduciary Advisors, Inc. | 44.439 $ | -86 $ | -0,2 % | 44.525 $ | -237 $ | -0,5 % | 44.762 $ | |||||
| Strengthening Families & Communities, LLC | 15.593 $ | -27.537 $ | -63,8 % | 43.130 $ | +29.264 $ | +211,0 % | 13.866 $ | -1.648 $ | -10,6 % | 15.514 $ | +8.647 $ | +125,9 % |
| NFSG Corp | 42.690 $ | +8.580 $ | +25,2 % | 34.110 $ | +4.860 $ | +16,6 % | 29.250 $ | -4.680 $ | -13,8 % | 33.930 $ | -83.565 $ | -71,1 % |
| MAI Capital Management | 24.703 $ | -17.953 $ | -42,1 % | 42.656 $ | -36.409 $ | -46,0 % | ||||||
| Go Invest LLC | 41.361 $ | |||||||||||
| Nemes Rush Group LLC | 40.616 $ | +15.816 $ | +63,8 % | 24.800 $ | -880 $ | -3,4 % | 25.680 $ | +20.049 $ | +356,0 % | |||
| Colonial Trust Co / SC | 39.584 $ | -72 $ | -0,2 % | 39.656 $ | -92 $ | -0,2 % | 39.748 $ | -20.260 $ | -33,8 % | |||
| Elyxium Wealth, LLC | 39.107 $ | |||||||||||
| VANGUARD ADVISERS INC | 35.200 $ | -3.731 $ | -9,6 % | 38.931 $ | ||||||||
| Y.D. More Investments Ltd | 38.203 $ | +25.538 $ | +201,6 % | 12.665 $ | -63 $ | -0,5 % | 12.728 $ | -32 $ | -0,3 % | |||
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 36.360 $ | +15 $ | +0,0 % | 36.345 $ | -343.798 $ | -90,4 % | ||||||
| WFA of San Diego, LLC | 34.898 $ | -1.237 $ | -3,4 % | 36.135 $ | +1.800 $ | +5,2 % | ||||||
| Realta Investment Advisors | 35.290 $ | +7.092 $ | +25,2 % | 28.198 $ | +4.018 $ | +16,6 % | 24.180 $ | -3.869 $ | -13,8 % | 28.049 $ | -793 $ | -2,7 % |
| Cranbrook Wealth Management, LLC | 34.806 $ | +13.541 $ | +63,7 % | 21.265 $ | -754 $ | -3,4 % | 22.019 $ | +1.097 $ | +5,2 % | |||
| Murphy & Mullick Capital Management Corp | 32.738 $ | +12.176 $ | +59,2 % | 20.562 $ | -6.627 $ | -24,4 % | 27.189 $ | +6.953 $ | +34,4 % | |||
| First Pacific Financial | 21.017 $ | -5.341 $ | -20,3 % | 26.358 $ | -6.310 $ | -19,3 % | 32.668 $ | +506 $ | +1,6 % | 32.162 $ | +143 $ | +0,4 % |
| Keating Financial Advisory Services, Inc. | 11.881 $ | +4.622 $ | +63,7 % | 7.259 $ | -24.166 $ | -76,9 % | 31.425 $ | |||||
| MASECO LLP | 30.928 $ | |||||||||||
| NBT BANK, N.A. | 30.305 $ | +836 $ | +2,8 % | 29.469 $ | +11.475 $ | +63,8 % | 17.994 $ | -638 $ | -3,4 % | 18.632 $ | -35.671 $ | -65,7 % |
| JFS WEALTH ADVISORS, LLC | 29.417 $ | +24.971 $ | +561,7 % | |||||||||
| Larson Financial Group LLC | 29.336 $ | +11.033 $ | +60,3 % | 18.303 $ | -4.205 $ | -18,7 % | 22.508 $ | +20.356 $ | +945,9 % | |||
| True Wealth Design, LLC | 28.822 $ | +795 $ | +2,8 % | 28.027 $ | +10.903 $ | +63,7 % | 17.124 $ | -607 $ | -3,4 % | 17.731 $ | +883 $ | +5,2 % |
| Hilton Head Capital Partners, LLC | 27.113 $ | +17.528 $ | +182,9 % | 9.585 $ | +7.754 $ | +423,5 % | 1.831 $ | |||||
| WPG Advisers, LLC | 26.732 $ | +21.660 $ | +427,1 % | 5.072 $ | -180 $ | -3,4 % | 5.252 $ | +262 $ | +5,3 % | |||
| MCGUIRE CAPITAL ADVISORS INC | 26.535 $ | +20.458 $ | +336,6 % | 6.077 $ | -1.316 $ | -17,8 % | 7.393 $ | |||||
| QUADRANT CAPITAL GROUP LLC | 25.406 $ | -901 $ | -3,4 % | 26.307 $ | +1.311 $ | +5,2 % | ||||||
| 3 FACTOR INDEXING, LLC | 26.025 $ | +0 $ | +0,0 % | 26.025 $ | +10 $ | +0,0 % | 26.015 $ | |||||
| MORRIS FINANCIAL CONCEPTS, INC. | 25.829 $ | -11 $ | -0,0 % | 25.840 $ | -159 $ | -0,6 % | 25.999 $ | -75 $ | -0,3 % | |||
| First Command Advisory Services, Inc. | 25.128 $ | +1.252 $ | +5,2 % | |||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 24.980 $ | |||||||||||
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 24.930 $ | -88.922 $ | -78,1 % | |||||||||
| GODSEY & GIBB, INC | 23.501 $ | +8.264 $ | +54,2 % | 15.237 $ | ||||||||
| CITY HOLDING CO | 23.493 $ | +648 $ | +2,8 % | 22.845 $ | +8.889 $ | +63,7 % | 13.956 $ | -498 $ | -3,4 % | 14.454 $ | +723 $ | +5,3 % |
| AMERIFLEX GROUP, INC. | 23.305 $ | +21.199 $ | +1.006,6 % | |||||||||
| Aberdeen Wealth Management LLC | 22.848 $ | |||||||||||
| New England Capital Financial Advisors LLC | 22.599 $ | +8.800 $ | +63,8 % | 13.799 $ | -489 $ | -3,4 % | 14.288 $ | +711 $ | +5,2 % | |||
| ST GERMAIN D J CO INC | 22.086 $ | +8.592 $ | +63,7 % | 13.494 $ | -478 $ | -3,4 % | 13.972 $ | +696 $ | +5,2 % | |||
| HAZLETT, BURT & WATSON, INC. | 22.000 $ | +0 $ | +0,0 % | 22.000 $ | +0 $ | +0,0 % | ||||||
| Pacific Center for Financial Services | 20.390 $ | +562 $ | +2,8 % | 19.828 $ | +7.721 $ | +63,8 % | 12.107 $ | +195 $ | +1,6 % | 11.912 $ | +0 $ | +0,0 % |
| EverSource Wealth Advisors, LLC | 18.966 $ | +16.686 $ | +731,8 % | 2.280 $ | -81 $ | -3,4 % | 2.361 $ | |||||
| MATHER GROUP, LLC. | 18.373 $ | +507 $ | +2,8 % | 17.866 $ | +6.957 $ | +63,8 % | 10.909 $ | |||||
| Wagner Wealth Management, LLC | 14.064 $ | -3.937 $ | -21,9 % | 18.001 $ | +408 $ | +2,3 % | 17.593 $ | +469 $ | +2,7 % | 17.124 $ | +767 $ | +4,7 % |
| Pinnacle Wealth Planning Services, Inc. | 17.664 $ | |||||||||||
| Synergy Investment Management, LLC | 17.146 $ | +6.677 $ | +63,8 % | 10.469 $ | ||||||||
| Financial Gravity Asset Management, Inc. | 124 $ | -16.759 $ | -99,3 % | 16.883 $ | +482 $ | +2,9 % | ||||||
| Venturi Wealth Management, LLC | 16.615 $ | -53 $ | -0,3 % | 16.668 $ | -82 $ | -0,5 % | 16.750 $ | -42 $ | -0,3 % | |||
| Biltmore Family Office, LLC | 16.413 $ | -52 $ | -0,3 % | 16.465 $ | -81 $ | -0,5 % | 16.546 $ | -42 $ | -0,3 % | |||
| TOTH FINANCIAL ADVISORY CORP | 16.448 $ | +454 $ | +2,8 % | 15.994 $ | +6.222 $ | +63,7 % | 9.772 $ | -346 $ | -3,4 % | 10.118 $ | +504 $ | +5,2 % |
| Kennebec Savings Bank | 16.120 $ | +7 $ | +0,0 % | 16.113 $ | -7 $ | -0,0 % | 16.120 $ | +7 $ | +0,0 % | 16.113 $ | -16.169 $ | -50,1 % |
| First PREMIER Bank | 8.000 $ | +0 $ | +0,0 % | 8.000 $ | -8.000 $ | -50,0 % | 16.000 $ | +0 $ | +0,0 % | 16.000 $ | +0 $ | +0,0 % |
| Scarborough Advisors, LLC | 14.970 $ | -531 $ | -3,4 % | 15.501 $ | +772 $ | +5,2 % | ||||||
| North Star Investment Management Corp. | 15.232 $ | +5.926 $ | +63,7 % | 9.306 $ | ||||||||
| EVERMAY WEALTH MANAGEMENT LLC | 15.232 $ | +5.926 $ | +63,7 % | 9.306 $ | -330 $ | -3,4 % | 9.636 $ | +480 $ | +5,2 % | |||
| First Bancorp, Inc /ME/ | 15.232 $ | |||||||||||
| Privatperson | 15.084 $ | +3.032 $ | +25,2 % | 12.052 $ | +1.717 $ | +16,6 % | 10.335 $ | -1.654 $ | -13,8 % | 11.989 $ | -339 $ | -2,7 % |
| Running Point Capital Advisors, LLC | 15.047 $ | -43 $ | -0,3 % | |||||||||
| Dunhill Financial, LLC | 14.170 $ | +4.396 $ | +45,0 % | 9.774 $ | -832 $ | -7,8 % | 10.606 $ | -9.976 $ | -48,5 % | |||
| LOGAN CAPITAL MANAGEMENT INC | 13.652 $ | -87 $ | -0,6 % | |||||||||
| IMG Wealth Management, Inc. | 13.633 $ | +5.304 $ | +63,7 % | 8.329 $ | -295 $ | -3,4 % | 8.624 $ | +429 $ | +5,2 % | |||
| Mosley Wealth Management | 13.254 $ | +3.044 $ | +29,8 % | 10.210 $ | ||||||||
| Mountain Hill Investment Partners Corp. | 13.023 $ | +5.066 $ | +63,7 % | 7.957 $ | -282 $ | -3,4 % | 8.239 $ | |||||
| TRUST CO OF VERMONT | 12.531 $ | +345 $ | +2,8 % | 12.186 $ | +4.477 $ | +58,1 % | 7.709 $ | +384 $ | +5,2 % | |||
| BROWN BROTHERS HARRIMAN & CO | 12.414 $ | +4.830 $ | +63,7 % | 7.584 $ | -269 $ | -3,4 % | 7.853 $ | -1.325.378 $ | -99,4 % | |||
| Sankala Group LLC | 12.139 $ | +2.903 $ | +31,4 % | 9.236 $ | -966 $ | -9,5 % | 10.202 $ | |||||
| HighMark Wealth Management LLC | 12.116 $ | +12.116 $ | 0 $ | +0 $ | 0 $ | -592 $ | -100,0 % | |||||
| Capital Analysts, LLC | 12.000 $ | +0 $ | +0,0 % | 12.000 $ | +0 $ | +0,0 % | 12.000 $ | -2.000 $ | -14,3 % | |||
| WEST PACES ADVISORS INC. | 11.748 $ | +324 $ | +2,8 % | 11.424 $ | ||||||||
| Root Financial Partners, LLC | 11.555 $ | +1.520 $ | +15,1 % | 10.035 $ | +5.651 $ | +128,9 % | 4.384 $ | +218 $ | +5,2 % | |||
| Golden State Wealth Management, LLC | 11.370 $ | +1.620 $ | +16,6 % | 9.750 $ | -1.560 $ | -13,8 % | 11.310 $ | -320 $ | -2,8 % | |||
| Nicht ausgewiesen | 11.370 $ | +1.620 $ | +16,6 % | 9.750 $ | -1.560 $ | -13,8 % | 11.310 $ | -24.754 $ | -68,6 % | |||
| Ritter Daniher Financial Advisory LLC / DE | 11.366 $ | +5.821 $ | +105,0 % | 5.545 $ | -196 $ | -3,4 % | 5.741 $ | |||||
| Versant Capital Management, Inc | 11.200 $ | +309 $ | +2,8 % | 10.891 $ | +4.237 $ | +63,7 % | 6.654 $ | -236 $ | -3,4 % | 6.890 $ | +343 $ | +5,2 % |
| Privatperson | 11.000 $ | +1.000 $ | +10,0 % | 10.000 $ | +0 $ | +0,0 % | 10.000 $ | -18.000 $ | -64,3 % | |||
| HANTZ FINANCIAL SERVICES, INC. | 11.000 $ | +4.000 $ | +57,1 % | 7.000 $ | +0 $ | +0,0 % | 7.000 $ | +0 $ | +0,0 % | |||
| GK Wealth Management LLC | 10.814 $ | |||||||||||
| Buck Wealth Strategies, LLC | 10.644 $ | |||||||||||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 9.745 $ | |||||||||||
| Cape Investment Advisory, Inc. | 9.712 $ | |||||||||||
| Heritage Wealth Advisors | 9.678 $ | +7.258 $ | +299,9 % | 2.420 $ | -85 $ | -3,4 % | 2.505 $ | +170 $ | +7,3 % | |||
| Minot DeBlois Advisors LLC | 9.520 $ | +3.704 $ | +63,7 % | 5.816 $ | -207 $ | -3,4 % | 6.023 $ | -1.531 $ | -20,3 % | |||
| EVOLUTION WEALTH MANAGEMENT INC. | 9.004 $ | +6.580 $ | +271,5 % | 2.424 $ | +0 $ | +0,0 % | 2.424 $ | -6 $ | -0,2 % | |||
| WHITTIER TRUST CO OF NEVADA INC | 1.513 $ | -7.465 $ | -83,1 % | 8.978 $ | +1.542 $ | +20,7 % | 7.436 $ | |||||
| Prudent Man Investment Management, Inc. | 8.336 $ | +0 $ | +0,0 % | 8.336 $ | +0 $ | +0,0 % | 8.336 $ | -4.009 $ | -32,5 % | |||
| Mascoma Wealth Management LLC | 5.103 $ | -2.435 $ | -32,3 % | 7.538 $ | -267 $ | -3,4 % | 7.805 $ | -13.289 $ | -63,0 % | |||
| BELLEVUE ASSET MANAGEMENT, LLC | 7.620 $ | +2.967 $ | +63,8 % | 4.653 $ | -162 $ | -3,4 % | 4.815 $ | +237 $ | +5,2 % | |||
| Global Wealth Strategies & Associates | 7.259 $ | -257 $ | -3,4 % | 7.516 $ | +374 $ | +5,2 % | ||||||
| HOEY INVESTMENTS, INC | 6.317 $ | -971 $ | -13,3 % | 7.288 $ | ||||||||
| FWL INVESTMENT MANAGEMENT, LLC | 3.184 $ | -2.276 $ | -41,7 % | 5.460 $ | -874 $ | -13,8 % | 6.334 $ | -179 $ | -2,7 % | |||
| IFC & Insurance Marketing, Inc. | 6.000 $ | |||||||||||
| Beutel, Goodman & Co Ltd. | 6.000 $ | +0 $ | +0,0 % | |||||||||
| Anchor Investment Management, LLC | 5.712 $ | +2.222 $ | +63,7 % | 3.490 $ | -124 $ | -3,4 % | 3.614 $ | +180 $ | +5,2 % | |||
| Richard W. Paul & Associates, LLC | 5.636 $ | +2.193 $ | +63,7 % | 3.443 $ | -122 $ | -3,4 % | 3.565 $ | -4.172 $ | -53,9 % | |||
| Mowery & Schoenfeld Wealth Management, LLC | 5.572 $ | +794 $ | +16,6 % | 4.778 $ | -764 $ | -13,8 % | 5.542 $ | -157 $ | -2,8 % | |||
| Main Management LLC | 5 $ | +1 $ | +25,0 % | 4 $ | -4.996 $ | -99,9 % | 5.000 $ | +4.990 $ | +49.900,0 % | |||
| Rossby Financial, LCC | 4.798 $ | +4.703 $ | +4.950,5 % | 95 $ | ||||||||
| Reyes Financial Architecture, Inc. | 4.778 $ | +132 $ | +2,8 % | 4.646 $ | +1.808 $ | +63,7 % | 2.838 $ | |||||
| Bruce G. Allen Investments, LLC | 4.770 $ | |||||||||||
| Vermillion Wealth Management, Inc. | 4.570 $ | +1.778 $ | +63,7 % | 2.792 $ | -99 $ | -3,4 % | 2.891 $ | +144 $ | +5,2 % | |||
| Signature Resources Capital Management, LLC | 4.255 $ | |||||||||||
| CKW FINANCIAL GROUP | 4.000 $ | |||||||||||
| Aviso Financial Inc. | 3.900 $ | |||||||||||
| Strategic Wealth Partners, Ltd. | 3.810 $ | |||||||||||
| Elevated Capital Advisors, LLC | 3.658 $ | +1.425 $ | +63,8 % | 2.233 $ | ||||||||
| Cornerstone Planning Group LLC | 3.652 $ | |||||||||||
| Smartleaf Asset Management LLC | 3.597 $ | +581 $ | +19,3 % | 3.016 $ | -631 $ | -17,3 % | 3.647 $ | |||||
| TWIN PEAKS WEALTH ADVISORS, LLC | 3.541 $ | |||||||||||
| Key Capital Management, INC | 3.168 $ | |||||||||||
| ENTRUST FINANCIAL LLC | 2.895 $ | +1.312 $ | +82,9 % | 1.583 $ | -1.308 $ | -45,2 % | 2.891 $ | |||||
| Signature Equity Partners, LLC | 2.456 $ | |||||||||||
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2.297 $ | +327 $ | +16,6 % | 1.970 $ | -315 $ | -13,8 % | 2.285 $ | -64 $ | -2,7 % | |||
| LifeSteps Financial, Inc. | 2.285 $ | |||||||||||
| PROATHLETE WEALTH MANAGEMENT LLC | 2.037 $ | +56 $ | +2,8 % | 1.981 $ | +772 $ | +63,9 % | 1.209 $ | -43 $ | -3,4 % | 1.252 $ | +428 $ | +51,9 % |
| Harborfront Financial Group LLC | 1.989 $ | |||||||||||
| GILPIN WEALTH MANAGEMENT, LLC | 1.724 $ | +48 $ | +2,9 % | 1.676 $ | +652 $ | +63,7 % | 1.024 $ | -36 $ | -3,4 % | 1.060 $ | ||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1.470 $ | |||||||||||
| City State Bank | 1.281 $ | +258 $ | +25,2 % | 1.023 $ | +5 $ | +0,5 % | 1.018 $ | |||||
| BankChampaign, National Association | 1.205 $ | |||||||||||
| Cordant, Inc. | 1.144 $ | |||||||||||
| Meriwether Wealth & Planning, LLC | 1.096 $ | |||||||||||
| Qube Research & Technologies Ltd | 860 $ | -6.513 $ | -88,3 % | |||||||||
| Ankerstar Wealth, LLC | 771 $ | |||||||||||
| Roxbury Financial LLC | 561 $ | +16 $ | +2,9 % | 545 $ | +212 $ | +63,7 % | 333 $ | -12 $ | -3,5 % | 345 $ | +18 $ | +5,5 % |
| CURIO WEALTH, LLC | 465 $ | -20 $ | -4,1 % | 485 $ | ||||||||
| Medallion Wealth Advisors, LLC | 306 $ | +119 $ | +63,6 % | 187 $ | -7 $ | -3,6 % | 194 $ | -18.631 $ | -99,0 % | |||
| Basepoint Wealth LLC | 249 $ | |||||||||||
| POM Investment Strategies, LLC | 157 $ | +81 $ | +106,6 % | 76 $ | +29 $ | +61,7 % | 47 $ | -1 $ | -2,1 % | 48 $ | ||
| Financial Gravity Companies, Inc. | 126 $ | |||||||||||
| ATWOOD & PALMER INC | 79 $ | +2 $ | +2,6 % | 77 $ | ||||||||
| Turning Point Benefit Group, Inc. | 2 $ | +0 $ | +0,0 % | |||||||||
| Luminist Capital LLC | 0 $ | |||||||||||
| Activest Wealth Management | 0 $ | |||||||||||
| Total | 1.341.910.667 $ | -25.835.729 $ | +12,5 % | 8.965.839.922 $ | +782.132.731 $ | +77,1 % | 8.203.992.156 $ | -223.100.127 $ | +48,8 % | 8.403.513.436 $ | -1.257.774.604 $ | +77,1 % |