| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 2.479.224.878 $ | +241.249.363 $ | +257,6 % | 32.059.335.811 $ | -5.788.866.559 $ | +10,9 % | 37.771.835.951 $ | -392.551.874 $ | +48,8 % | 38.405.558.143 $ | +3.432.789.658 $ | +105,4 % |
| BANK OF AMERICA CORP /DE/ | 2.239.611.393 $ | -414.700.156 $ | -15,6 % | 2.654.311.549 $ | +71.543.372 $ | +2,8 % | 2.582.768.177 $ | +237.421.489 $ | +10,1 % | |||
| MORGAN STANLEY | 1.736.204.539 $ | -314.316.088 $ | -15,3 % | 2.050.520.627 $ | +29.726.285 $ | +1,5 % | 2.020.794.342 $ | +213.442.133 $ | +11,8 % | |||
| FMR LLC | 1.044.105.701 $ | -252.773.637 $ | -19,5 % | 1.296.879.338 $ | -522.562.052 $ | -28,7 % | 1.819.441.390 $ | +219.198.621 $ | +13,7 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 676.403.173 $ | -127.626.913 $ | -15,9 % | 804.030.086 $ | -772.426.860 $ | -49,0 % | 1.576.456.946 $ | +75.311.106 $ | +5,0 % | |||
| Sumitomo Mitsui Trust Group, Inc. | 1.364.827.083 $ | -206.984.827 $ | -13,2 % | 1.571.811.910 $ | +92.383.767 $ | +6,2 % | 1.479.428.143 $ | +125.969.148 $ | +9,3 % | |||
| UBS Group AG | 937.458.161 $ | -411.395.218 $ | -30,5 % | 1.348.853.379 $ | +621.744.938 $ | +85,5 % | 727.108.441 $ | +61.050.433 $ | +9,2 % | |||
| WELLS FARGO & COMPANY/MN | 970.908.250 $ | -194.844.995 $ | -16,7 % | 1.165.753.245 $ | +99.426.584 $ | +9,3 % | 1.066.326.661 $ | +129.310.031 $ | +13,8 % | |||
| LPL Financial LLC | 835.065.933 $ | -69.052.654 $ | -7,6 % | 904.118.587 $ | -216.579.715 $ | -19,3 % | 1.120.698.302 $ | +132.089.120 $ | +13,4 % | |||
| JPMORGAN CHASE & CO | 433.205.028 $ | -338.359.951 $ | -43,9 % | 771.564.979 $ | -227.943.264 $ | -22,8 % | 999.508.243 $ | -982.524.613 $ | -49,6 % | |||
| BlackRock, Inc. | 756.967.832 $ | -42.664.300 $ | -5,3 % | 799.632.132 $ | +216.036.552 $ | +37,0 % | 583.595.580 $ | +169.267.687 $ | +40,9 % | |||
| CITIGROUP INC | 548.517.704 $ | -79.150.787 $ | -12,6 % | 627.668.491 $ | +43.137.956 $ | +7,4 % | 584.530.535 $ | +198.287.824 $ | +51,3 % | |||
| AMERIPRISE FINANCIAL INC | 510.027.218 $ | -108.903.952 $ | -17,6 % | 618.931.170 $ | +28.696.803 $ | +4,9 % | 590.234.367 $ | +108.492.516 $ | +22,5 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 477.648.052 $ | -91.434.438 $ | -16,1 % | 569.082.490 $ | +33.262.040 $ | +6,2 % | 535.820.450 $ | +129.992.704 $ | +32,0 % | |||
| RAYMOND JAMES FINANCIAL INC | 441.875.636 $ | -78.487.728 $ | -15,1 % | 520.363.364 $ | +31.643.222 $ | +6,5 % | 488.720.142 $ | +59.852.298 $ | +14,0 % | |||
| Nicht ausgewiesen | 513.024.816 $ | +38.928.135 $ | +8,2 % | 474.096.681 $ | -41.472.837 $ | -8,0 % | 515.569.518 $ | +19.617.153 $ | +4,0 % | |||
| TRUIST FINANCIAL CORP | 233.524.198 $ | -237.607.965 $ | -50,4 % | 471.132.163 $ | -17.927.513 $ | -3,7 % | 489.059.676 $ | +57.449.395 $ | +13,3 % | |||
| Empower Advisory Group, LLC | 395.502.814 $ | -80.927.913 $ | -17,0 % | 476.430.727 $ | +28.349.781 $ | +6,3 % | 448.080.946 $ | +20.843.173 $ | +4,9 % | |||
| NORTHERN TRUST CORP | 397.208.047 $ | -68.664.745 $ | -14,7 % | 465.872.792 $ | +97.387.615 $ | +26,4 % | 368.485.177 $ | +54.738.851 $ | +17,4 % | |||
| HRTG GPE, LLC | 423.108.128 $ | +25.639.385 $ | +6,5 % | 397.468.743 $ | +140.674.461 $ | +54,8 % | 256.794.282 $ | +26.574.282 $ | +11,5 % | |||
| CITADEL ADVISORS LLC | 245.905.639 $ | -48.446.227 $ | -16,5 % | 294.351.866 $ | -66.519.714 $ | -18,4 % | 360.871.580 $ | +188.434.817 $ | +109,3 % | |||
| ROYAL BANK OF CANADA | 282.941.000 $ | -54.302.000 $ | -16,1 % | 337.243.000 $ | +20.535.000 $ | +6,5 % | 316.708.000 $ | -12.926.000 $ | -3,9 % | |||
| KEYBANK NATIONAL ASSOCIATION/OH | 276.803.692 $ | -42.107.503 $ | -13,2 % | 318.911.195 $ | +17.920.595 $ | +6,0 % | 300.990.600 $ | +34.637.862 $ | +13,0 % | |||
| HighTower Advisors, LLC | 246.920.611 $ | -45.061.712 $ | -15,4 % | 291.982.323 $ | +15.329.293 $ | +5,5 % | 276.653.030 $ | +20.053.242 $ | +7,8 % | |||
| Employees Retirement System of Texas | 50.101.000 $ | -240.254.000 $ | -82,7 % | 290.355.000 $ | +270.509.000 $ | +1.363,0 % | 19.846.000 $ | |||||
| COMMONWEALTH EQUITY SERVICES, LLC | 239.511.951 $ | -49.153.232 $ | -17,0 % | 288.665.183 $ | +576.072 $ | +0,2 % | 288.089.111 $ | +31.459.111 $ | +12,3 % | |||
| Cerity Partners LLC | 227.063.817 $ | -57.431.701 $ | -20,2 % | 284.495.518 $ | +15.879.714 $ | +5,9 % | 268.615.804 $ | +39.849.005 $ | +17,4 % | |||
| JANE STREET GROUP, LLC | 266.954.430 $ | +158.871.240 $ | +147,0 % | 108.083.190 $ | +13.785.810 $ | +14,6 % | 94.297.380 $ | +60.671.600 $ | +180,4 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 219.029.724 $ | +56.628.103 $ | +34,9 % | 162.401.621 $ | -98.519.344 $ | -37,8 % | 260.920.965 $ | +134.810.555 $ | +106,9 % | |||
| Diameter Capital Partners LP | 253.985.436 $ | |||||||||||
| CIBC Bancorp USA Inc. | 208.180.786 $ | -29.651.994 $ | -12,5 % | 237.832.780 $ | ||||||||
| Erste Asset Management GmbH | 198.111.812 $ | -27.432.543 $ | -12,2 % | 225.544.355 $ | +15.667.144 $ | +7,5 % | 209.877.211 $ | +72.365.507 $ | +52,6 % | |||
| CIBC Private Wealth Group LLC | 222.079.192 $ | +29.134.485 $ | +15,1 % | |||||||||
| Twin Tree Management, LP | 53.706.188 $ | -4.529.489 $ | -7,8 % | 58.235.677 $ | -159.746.353 $ | -73,3 % | 217.982.030 $ | -441.270.478 $ | -66,9 % | |||
| CAPTRUST FINANCIAL ADVISORS | 173.218.289 $ | -41.894.502 $ | -19,5 % | 215.112.791 $ | +19.423.685 $ | +9,9 % | 195.689.106 $ | +21.058.743 $ | +12,1 % | |||
| Concurrent Investment Advisors, LLC | 36.881.352 $ | +8.625.203 $ | +30,5 % | 28.256.149 $ | -3.085.240 $ | -9,8 % | 31.341.389 $ | -174.402.501 $ | -84,8 % | 205.743.890 $ | +167.434.752 $ | +437,1 % |
| AlTi Global, Inc. | 181.476.850 $ | -20.178.573 $ | -10,0 % | 201.655.423 $ | +14.278.203 $ | +7,6 % | 187.377.220 $ | +22.512.597 $ | +13,7 % | |||
| CRCM LP | 198.413.248 $ | +87.288.714 $ | +78,6 % | 111.124.534 $ | +52.704.699 $ | +90,2 % | 58.419.835 $ | +29.844.511 $ | +104,4 % | |||
| STIFEL FINANCIAL CORP | 168.549.839 $ | -28.114.124 $ | -14,3 % | 196.663.963 $ | -1.114.439 $ | -0,6 % | 197.778.402 $ | +21.876.155 $ | +12,4 % | |||
| GOLDMAN SACHS GROUP INC | 144.585.087 $ | -48.729.839 $ | -25,2 % | 193.314.926 $ | +30.256.880 $ | +18,6 % | 163.058.046 $ | +47.089.517 $ | +40,6 % | |||
| Cetera Investment Advisers | 112.233.099 $ | -12.995.710 $ | -10,4 % | 125.228.809 $ | -66.530.375 $ | -34,7 % | 191.759.184 $ | +24.285.513 $ | +14,5 % | |||
| Proficio Capital Partners LLC | 165.455.145 $ | -17.286.500 $ | -9,5 % | 182.741.645 $ | +10.091.379 $ | +5,8 % | 172.650.266 $ | +7.707.013 $ | +4,7 % | |||
| MML INVESTORS SERVICES, LLC | 97.494.316 $ | -10.455.555 $ | -9,7 % | 107.949.871 $ | -71.839.849 $ | -40,0 % | 179.789.720 $ | +27.081.268 $ | +17,7 % | |||
| Permanens Capital L.P. | 75.422.922 $ | -103.204.061 $ | -57,8 % | 178.626.983 $ | +80.965.918 $ | +82,9 % | 97.661.065 $ | +32.878.120 $ | +50,8 % | |||
| Alaska Permanent Fund Corp | 175.508.966 $ | +175.360.569 $ | +118.169,9 % | 148.397 $ | -170.391.423 $ | -99,9 % | 170.539.820 $ | +27.135.980 $ | +18,9 % | 143.403.840 $ | +27.084.600 $ | +23,3 % |
| Rockefeller Capital Management L.P. | 146.009.423 $ | -28.961.099 $ | -16,6 % | 174.970.522 $ | +12.462.482 $ | +7,7 % | 162.508.040 $ | +40.004.793 $ | +32,7 % | |||
| OSAIC HOLDINGS, INC. | 147.221.226 $ | -15.608.899 $ | -9,6 % | 162.830.125 $ | -11.157.575 $ | -6,4 % | 173.987.700 $ | +32.218.105 $ | +22,7 % | |||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 124.290.744 $ | -34.406.689 $ | -21,7 % | 158.697.433 $ | +118.663.009 $ | +296,4 % | 40.034.424 $ | |||||
| CWM, LLC | 67.630.997 $ | -91.046.003 $ | -57,4 % | 158.677.000 $ | +20.524.000 $ | +14,9 % | ||||||
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | 158.667.297 $ | +24.369.819 $ | +18,1 % | 134.297.478 $ | +23.670.279 $ | +21,4 % | 110.627.199 $ | +11.554.225 $ | +11,7 % | |||
| Silver Point Capital, L.P. | 157.875.650 $ | +60.727.700 $ | +62,5 % | |||||||||
| Cresset Asset Management, LLC | 134.038.936 $ | -22.446.311 $ | -14,3 % | 156.485.247 $ | +16.456.856 $ | +11,8 % | 140.028.391 $ | +16.829.659 $ | +13,7 % | |||
| Arnhold LLC | 132.690.250 $ | -22.229.263 $ | -14,3 % | 154.919.513 $ | +12.283.206 $ | +8,6 % | 142.636.307 $ | +14.760.933 $ | +11,5 % | |||
| CIBC WORLD MARKET INC. | 151.663.899 $ | +119.710.061 $ | +374,6 % | 31.953.838 $ | +7.505.284 $ | +30,7 % | 24.448.554 $ | +2.725.035 $ | +12,5 % | |||
| EQUITABLE TRUST CO | 125.433.677 $ | +270.944 $ | +0,2 % | 125.162.733 $ | -24.913.093 $ | -16,6 % | 150.075.826 $ | +7.926.620 $ | +5,6 % | 142.149.206 $ | +5.392.618 $ | +3,9 % |
| HARVARD MANAGEMENT CO INC | 149.516.218 $ | |||||||||||
| Packer & Co Ltd | 148.549.000 $ | -7.914.000 $ | -5,1 % | |||||||||
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 122.035.713 $ | -22.724.329 $ | -15,7 % | 144.760.042 $ | +25.493.065 $ | +21,4 % | 119.266.977 $ | +5.568.509 $ | +4,9 % | |||
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 117.178.683 $ | -27.036.883 $ | -18,7 % | 144.215.566 $ | +1.822.850 $ | +1,3 % | 142.392.716 $ | +10.090.161 $ | +7,6 % | |||
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 11.654.266 $ | -57.292.867 $ | -83,1 % | 68.947.133 $ | -74.187.387 $ | -51,8 % | 143.134.520 $ | -113.301.814 $ | -44,2 % | |||
| Cambridge Investment Research Advisors, Inc. | 140.951.000 $ | +54.129.000 $ | +62,3 % | 86.822.000 $ | +2.980.000 $ | +3,6 % | 83.842.000 $ | +9.767.000 $ | +13,2 % | |||
| Pennsylvania State University | 122.937.132 $ | +4.076.917 $ | +3,4 % | 118.860.215 $ | -19.912.353 $ | -14,3 % | 138.772.568 $ | -1.759.650 $ | -1,3 % | 140.532.218 $ | ||
| Envestnet Portfolio Solutions, Inc. | 43.485.725 $ | -4.823.186 $ | -10,0 % | 48.308.911 $ | -91.423.310 $ | -65,4 % | 139.732.221 $ | +15.502.768 $ | +12,5 % | |||
| Chevy Chase Trust Holdings, LLC | 112.800.689 $ | -26.065.241 $ | -18,8 % | 138.865.930 $ | +8.034.337 $ | +6,1 % | 130.831.593 $ | +7.807.430 $ | +6,3 % | |||
| MOON CAPITAL MANAGEMENT LP | 117.765.698 $ | -19.728.991 $ | -14,3 % | 137.494.689 $ | +10.901.632 $ | +8,6 % | 126.593.057 $ | +13.100.674 $ | +11,5 % | |||
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 60.986.558 $ | -70.609.229 $ | -53,7 % | 131.595.787 $ | +13.618.034 $ | +11,5 % | 117.977.753 $ | +63.271.596 $ | +115,7 % | |||
| Mariner, LLC | 88.778.221 $ | -37.442.050 $ | -29,7 % | 126.220.271 $ | +5.264.385 $ | +4,4 % | 120.955.886 $ | +14.945.175 $ | +14,1 % | |||
| PARK AVENUE SECURITIES LLC | 45.768.000 $ | -5.756.000 $ | -11,2 % | 51.524.000 $ | -74.526.000 $ | -59,1 % | 126.050.000 $ | +10.274.000 $ | +8,9 % | |||
| Wealthspire Advisors, LLC | 125.292.726 $ | +122.575.542 $ | +4.511,1 % | 2.717.184 $ | +25.014 $ | +0,9 % | 2.692.170 $ | +166.469 $ | +6,6 % | |||
| Heck Capital Advisors, LLC | 30.269.662 $ | +3.378.853 $ | +12,6 % | 26.890.809 $ | -92.591.685 $ | -77,5 % | 119.482.494 $ | +63.592.235 $ | +113,8 % | 55.890.259 $ | +20.521.732 $ | +58,0 % |
| Baird Financial Group, Inc. | 96.623.958 $ | -22.232.120 $ | -18,7 % | 118.856.078 $ | +7.226.548 $ | +6,5 % | 111.629.530 $ | +10.597.378 $ | +10,5 % | |||
| ALLIANZ SE | 104.319.557 $ | -14.366.372 $ | -12,1 % | 118.685.929 $ | +18.557.377 $ | +18,5 % | 100.128.552 $ | +13.777.341 $ | +16,0 % | |||
| Blue Trust, Inc. | 51.218.250 $ | -46.895.461 $ | -47,8 % | 98.113.711 $ | -18.375.892 $ | -15,8 % | 116.489.603 $ | -1.049.746 $ | -0,9 % | 117.539.349 $ | +9.381.338 $ | +8,7 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 101.061.095 $ | -13.203.180 $ | -11,6 % | 114.264.275 $ | +11.833.612 $ | +11,6 % | 102.430.663 $ | +14.153.292 $ | +16,0 % | |||
| Sanctuary Advisors, LLC | 74.295.594 $ | -9.513.066 $ | -11,4 % | 83.808.660 $ | -28.290.285 $ | -25,2 % | 112.098.945 $ | -52.513.836 $ | -31,9 % | |||
| Janney Montgomery Scott LLC | 68.279.000 $ | -8.817.000 $ | -11,4 % | 77.096.000 $ | -33.977.000 $ | -30,6 % | 111.073.000 $ | +11.320.000 $ | +11,3 % | |||
| Corient Private Wealth LP | 38.056.288 $ | +6.187.889 $ | +19,4 % | 31.868.399 $ | -79.097.173 $ | -71,3 % | 110.965.572 $ | +59.150.662 $ | +114,2 % | |||
| OneDigital Investment Advisors LLC | 66.468.873 $ | -8.169.740 $ | -10,9 % | 74.638.613 $ | -35.840.529 $ | -32,4 % | 110.479.142 $ | +11.335.965 $ | +11,4 % | |||
| HSBC HOLDINGS PLC | 49.081.343 $ | -5.949.441 $ | -10,8 % | 55.030.784 $ | -49.904.114 $ | -47,6 % | 104.934.898 $ | +73.784.719 $ | +236,9 % | |||
| GROUP ONE TRADING LLC | 95.082.192 $ | +14.542.742 $ | +18,1 % | 80.539.450 $ | -24.324.073 $ | -23,2 % | 104.863.523 $ | +24.758.089 $ | +30,9 % | |||
| SIMPLEX TRADING, LLC | 59.985.144 $ | -14.033.992 $ | -19,0 % | 74.019.136 $ | -30.552.175 $ | -29,2 % | 104.571.311 $ | +24.816.311 $ | +31,1 % | |||
| EMORY UNIVERSITY | 89.448.089 $ | -14.974.169 $ | -14,3 % | 104.422.258 $ | +8.278.909 $ | +8,6 % | 96.143.349 $ | +17.482.690 $ | +22,2 % | |||
| TWIN FOCUS CAPITAL PARTNERS, LLC | 90.260.123 $ | -12.144.417 $ | -11,9 % | 102.404.540 $ | +12.595.211 $ | +14,0 % | 89.809.329 $ | +13.523.592 $ | +17,7 % | |||
| Neuberger Berman Group LLC | 85.371.832 $ | -14.681.727 $ | -14,7 % | 100.053.559 $ | +5.375.200 $ | +5,7 % | 94.678.359 $ | +6.690.921 $ | +7,6 % | |||
| Focus Partners Wealth | 82.428.751 $ | -16.684.392 $ | -16,8 % | 99.113.143 $ | +7.746.259 $ | +8,5 % | 91.366.884 $ | +54.480.821 $ | +147,7 % | |||
| Asset Management One Co., Ltd. | 99.082.476 $ | +30.359.540 $ | +44,2 % | 68.722.936 $ | +14.869.334 $ | +27,6 % | 53.853.602 $ | +39.626.194 $ | +278,5 % | |||
| FRANKLIN TEMPLETON INC | 81.143.201 $ | -16.478.307 $ | -16,9 % | 97.621.508 $ | +2.285.720 $ | +2,4 % | 95.335.788 $ | +5.390.394 $ | +6,0 % | |||
| NewEdge Advisors, LLC | 57.553.235 $ | -6.962.435 $ | -10,8 % | 64.515.670 $ | -32.579.556 $ | -33,6 % | 97.095.226 $ | +10.656.551 $ | +12,3 % | |||
| Dynasty Wealth Management, LLC | 76.540.552 $ | -12.656.732 $ | -14,2 % | 89.197.284 $ | -7.197.321 $ | -7,5 % | 96.394.605 $ | +8.892.414 $ | +10,2 % | |||
| FORBES J M & CO LLP | 71.173.623 $ | +2.333.270 $ | +3,4 % | 68.840.353 $ | -12.161.143 $ | -15,0 % | 81.001.496 $ | -15.035.682 $ | -15,7 % | 96.037.178 $ | +10.356.470 $ | +12,1 % |
| MAI Capital Management | 91.115.290 $ | +10.119.772 $ | +12,5 % | 80.995.518 $ | +7.541.937 $ | +10,3 % | 73.453.581 $ | +29.447.790 $ | +66,9 % | |||
| First Command Advisory Services, Inc. | 64.094.443 $ | -26.672.184 $ | -29,4 % | 90.766.627 $ | +1.418.929 $ | +1,6 % | 89.347.698 $ | +2.883.351 $ | +3,3 % | |||
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 76.854.078 $ | -12.875.170 $ | -14,3 % | 89.729.248 $ | +50.223.809 $ | +127,1 % | 39.505.439 $ | +4.088.280 $ | +11,5 % | |||
| DEUTSCHE BANK AG\ | 74.017.394 $ | -13.957.911 $ | -15,9 % | 87.975.305 $ | +3.442.431 $ | +4,1 % | 84.532.874 $ | +11.272.623 $ | +15,4 % | |||
| Mirae Asset Global Investments Co., Ltd. | 42.227.463 $ | -44.324.837 $ | -51,2 % | 86.552.300 $ | +5.819.782 $ | +7,2 % | 80.732.518 $ | +27.500.244 $ | +51,7 % | |||
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 82.062.267 $ | +5.105.408 $ | +6,6 % | 76.956.859 $ | -8.713.426 $ | -10,2 % | 85.670.285 $ | +10.470.257 $ | +13,9 % | 75.200.028 $ | +8.000.717 $ | +11,9 % |
| ASSETMARK, INC | 85.636.784 $ | +11.206.990 $ | +15,1 % | 74.429.794 $ | +103.982 $ | +0,1 % | 74.325.812 $ | -10.441.074 $ | -12,3 % | 84.766.886 $ | +31.997.429 $ | +60,6 % |
| Tanglewood Wealth Management, Inc. | 58.906.106 $ | -21.962.004 $ | -27,2 % | 80.868.110 $ | -3.711.111 $ | -4,4 % | 84.579.221 $ | +532.855 $ | +0,6 % | |||
| CENTRAL TRUST Co | 66.999.420 $ | -14.512.700 $ | -17,8 % | 81.512.120 $ | -1.054.816 $ | -1,3 % | 82.566.936 $ | +4.071.027 $ | +5,2 % | |||
| Vident Advisory, LLC | 28.272.066 $ | -51.680.636 $ | -64,6 % | 79.952.702 $ | +4.486.987 $ | +5,9 % | 75.465.715 $ | +43.287.481 $ | +134,5 % | |||
| BARCLAYS PLC | 66.514.268 $ | -11.192.336 $ | -14,4 % | 77.706.604 $ | +77.495.724 $ | +36.748,7 % | 210.880 $ | -1.369.540 $ | -86,7 % | |||
| National Philanthropic Trust | 56.103.250 $ | -10.896.499 $ | -16,3 % | 66.999.749 $ | -8.162.129 $ | -10,9 % | 75.161.878 $ | +15.871.793 $ | +26,8 % | |||
| Quadrature Capital Ltd | 2.471.065 $ | -72.455.003 $ | -96,7 % | 74.926.068 $ | +57.680.181 $ | +334,5 % | ||||||
| Creative Planning | 61.866.506 $ | -12.608.506 $ | -16,9 % | 74.475.012 $ | +8.874.613 $ | +13,5 % | 65.600.399 $ | +7.343.297 $ | +12,6 % | |||
| VCU Investment Management Co | 73.239.263 $ | +6.079.151 $ | +9,1 % | 67.160.112 $ | +5.324.968 $ | +8,6 % | 61.835.144 $ | |||||
| FIFTH THIRD BANCORP | 71.155.542 $ | -1.387.703 $ | -1,9 % | 72.543.245 $ | +36.501.331 $ | +101,3 % | 36.041.914 $ | +5.973.414 $ | +19,9 % | |||
| Circle Wealth Management, LLC | 61.849.712 $ | -10.361.527 $ | -14,3 % | 72.211.239 $ | +5.725.460 $ | +8,6 % | 66.485.779 $ | +6.880.381 $ | +11,5 % | |||
| ANDERSON HOAGLAND & CO | 58.117.027 $ | -13.079.226 $ | -18,4 % | 71.196.253 $ | +4.849.356 $ | +7,3 % | 66.346.897 $ | +7.286.838 $ | +12,3 % | |||
| IMC-Chicago, LLC | 66.597.555 $ | -2.569.255 $ | -3,7 % | 69.166.810 $ | +11.657.865 $ | +20,3 % | 57.508.945 $ | +26.610.803 $ | +86,1 % | |||
| Pictet Asset Management Holding SA | 67.912.075 $ | +23.075.829 $ | +51,5 % | 44.836.246 $ | +7.196.082 $ | +19,1 % | 37.640.164 $ | +4.358.529 $ | +13,1 % | |||
| LIFE LINE WEALTH MANAGEMENT LLC | 38.131.580 $ | -29.597.155 $ | -43,7 % | 67.728.735 $ | +21.306.496 $ | +45,9 % | ||||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 52.178.038 $ | -3.225.887 $ | -5,8 % | 55.403.925 $ | -11.250.672 $ | -16,9 % | 66.654.597 $ | +7.289.814 $ | +12,3 % | |||
| IEQ CAPITAL, LLC | 47.968.337 $ | -15.030.464 $ | -23,9 % | 62.998.801 $ | -2.960.751 $ | -4,5 % | 65.959.552 $ | +15.720.381 $ | +31,3 % | |||
| Gotham Asset Management, LLC | 55.967.561 $ | -9.367.815 $ | -14,3 % | 65.335.376 $ | +692.562 $ | +1,1 % | 64.642.814 $ | +44.237.160 $ | +216,8 % | |||
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 53.445.978 $ | -11.844.524 $ | -18,1 % | 65.290.502 $ | +4.347.661 $ | +7,1 % | 60.942.841 $ | -2.602.834 $ | -4,1 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 50.371.870 $ | -9.794.663 $ | -16,3 % | 60.166.533 $ | -4.979.726 $ | -7,6 % | 65.146.259 $ | +10.488.716 $ | +19,2 % | |||
| Oxbow Advisors, LLC | 58.472.867 $ | -1.516.266 $ | -2,5 % | 59.989.133 $ | -5.143.583 $ | -7,9 % | 65.132.716 $ | -1.246.513 $ | -1,9 % | |||
| Capital Asset Advisory Services LLC | 49.854.494 $ | -8.204.207 $ | -14,1 % | 58.058.701 $ | -5.809.653 $ | -9,1 % | 63.868.354 $ | +3.305.106 $ | +5,5 % | |||
| AXXCESS WEALTH MANAGEMENT, LLC | 4.777.597 $ | -48.005.778 $ | -90,9 % | 52.783.375 $ | -6.416.663 $ | -10,8 % | 59.200.038 $ | -3.832.416 $ | -6,1 % | 63.032.454 $ | +1.113.865 $ | +1,8 % |
| Equitable Holdings, Inc. | 28.078.037 $ | -17.108.869 $ | -37,9 % | 45.186.906 $ | -14.764.120 $ | -24,6 % | 59.951.026 $ | +9.751.879 $ | +19,4 % | |||
| Steward Partners Investment Advisory, LLC | 40.042.820 $ | -16.372.901 $ | -29,0 % | 56.415.721 $ | -3.102.997 $ | -5,2 % | 59.518.718 $ | +8.112.843 $ | +15,8 % | |||
| Narwhal Capital Management | 50.749.289 $ | -8.470.692 $ | -14,3 % | 59.219.981 $ | +4.623.172 $ | +8,5 % | 54.596.809 $ | +5.692.385 $ | +11,6 % | |||
| EverSource Wealth Advisors, LLC | 50.003.421 $ | -9.169.177 $ | -15,5 % | 59.172.598 $ | +191.408 $ | +0,3 % | 58.981.190 $ | +5.835.196 $ | +11,0 % | |||
| Biltmore Family Office, LLC | 48.750.218 $ | -9.613.883 $ | -16,5 % | 58.364.101 $ | +4.530.492 $ | +8,4 % | 53.833.609 $ | +1.908.967 $ | +3,7 % | |||
| GenWealth Group, Inc. | 56.743.711 $ | +8.679.935 $ | +18,1 % | 48.063.776 $ | -7.053.856 $ | -12,8 % | 55.117.632 $ | -3.122.337 $ | -5,4 % | 58.239.969 $ | +5.794.994 $ | +11,0 % |
| BOK Financial Private Wealth, Inc. | 34.547.352 $ | -23.649.325 $ | -40,6 % | 58.196.677 $ | +22.777.370 $ | +64,3 % | 35.419.307 $ | +30.980.409 $ | +697,9 % | |||
| Williams Jones Wealth Management, LLC. | 45.737.464 $ | -12.126.793 $ | -21,0 % | 57.864.257 $ | +6.414.490 $ | +12,5 % | 51.449.767 $ | +7.445.384 $ | +16,9 % | |||
| TIAA TRUST, NATIONAL ASSOCIATION | 4.668.481 $ | -1.017.662 $ | -17,9 % | 5.686.143 $ | -51.751.941 $ | -90,1 % | 57.438.084 $ | +8.860.034 $ | +18,2 % | |||
| Kestra Advisory Services, LLC | 48.389.671 $ | -8.312.708 $ | -14,7 % | 56.702.379 $ | +9.719.615 $ | +20,7 % | 46.982.764 $ | +7.043.994 $ | +17,6 % | |||
| JONES FINANCIAL COMPANIES LLLP | 56.151.461 $ | +1.089.958 $ | +2,0 % | 55.061.503 $ | +21.751.932 $ | +65,3 % | 33.309.571 $ | +11.400.720 $ | +52,0 % | |||
| TEACHER RETIREMENT SYSTEM OF TEXAS | 55.887.000 $ | +5.837.000 $ | +11,7 % | |||||||||
| Evercore Wealth Management, LLC | 47.417.562 $ | -7.297.355 $ | -13,3 % | 54.714.917 $ | +3.925.306 $ | +7,7 % | 50.789.611 $ | +5.708.960 $ | +12,7 % | |||
| Merit Financial Group, LLC | 34.243.603 $ | -18.759.330 $ | -35,4 % | 53.002.933 $ | -522.742 $ | -1,0 % | 53.525.675 $ | +11.058.729 $ | +26,0 % | |||
| NATIONAL BANK OF CANADA /FI/ | 45.677.891 $ | -7.640.955 $ | -14,3 % | 53.318.846 $ | +1.655.036 $ | +3,2 % | 51.663.810 $ | +5.784.935 $ | +12,6 % | |||
| Parker Investment Management, LLC | 3.489.762 $ | -20.764.102 $ | -85,6 % | 24.253.864 $ | -28.616.288 $ | -54,1 % | 52.870.152 $ | +2.121.300 $ | +4,2 % | |||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 40.654.659 $ | -12.189.150 $ | -23,1 % | 52.843.809 $ | ||||||||
| Meridian Wealth Advisors, LLC | 48.431.585 $ | -3.146.108 $ | -6,1 % | 51.577.693 $ | +5.250.358 $ | +11,3 % | 46.327.335 $ | +4.057.386 $ | +9,6 % | |||
| IFP Advisors, Inc | 31.551.878 $ | -10.968.551 $ | -25,8 % | 42.520.429 $ | -8.666.737 $ | -16,9 % | 51.187.166 $ | +3.632.358 $ | +7,6 % | 47.554.808 $ | +5.358.556 $ | +12,7 % |
| Intellus Advisors LLC | 44.525.529 $ | -6.291.835 $ | -12,4 % | 50.817.364 $ | +3.203.367 $ | +6,7 % | 47.613.997 $ | -1.357.593 $ | -2,8 % | |||
| China Universal Asset Management Co., Ltd. | 36.620.979 $ | -13.659.871 $ | -27,2 % | 50.280.850 $ | +27.286.155 $ | +118,7 % | 22.994.695 $ | +4.921.025 $ | +27,2 % | |||
| Stratos Wealth Partners, LTD. | 24.909.227 $ | -24.952.148 $ | -50,0 % | 49.861.375 $ | +18.855.474 $ | +60,8 % | 31.005.901 $ | +1.902.145 $ | +6,5 % | |||
| VICUS CAPITAL | 7.802.323 $ | -810.129 $ | -9,4 % | 8.612.452 $ | -40.528.437 $ | -82,5 % | 49.140.889 $ | +4.816.703 $ | +10,9 % | |||
| FOURPATH CAPITAL MANAGEMENT, LLC | 21.311.381 $ | +1.280.466 $ | +6,4 % | 20.030.915 $ | -14.048.744 $ | -41,2 % | 34.079.659 $ | -14.722.586 $ | -30,2 % | 48.802.245 $ | +6.080.506 $ | +14,2 % |
| STUART INVESTMENT ADVISORS, INC. | 41.452.135 $ | -6.708.576 $ | -13,9 % | 48.160.711 $ | +1.617.964 $ | +3,5 % | 46.542.747 $ | +3.496.988 $ | +8,1 % | |||
| SAGESPRING WEALTH PARTNERS, LLC | 31.503.934 $ | -3.658.910 $ | -10,4 % | 35.162.844 $ | -12.095.164 $ | -25,6 % | 47.258.008 $ | +2.251.204 $ | +5,0 % | |||
| Strategic Point Investment Advisors, LLC | 41.921.499 $ | -5.204.220 $ | -11,0 % | 47.125.719 $ | +3.844.385 $ | +8,9 % | 43.281.334 $ | +4.902.482 $ | +12,8 % | |||
| BLAIR WILLIAM & CO/IL | 39.627.346 $ | -7.111.648 $ | -15,2 % | 46.738.994 $ | +13.666.034 $ | +41,3 % | 33.072.960 $ | +6.486.367 $ | +24,4 % | |||
| CADINHA & CO LLC | 39.009.825 $ | -6.975.489 $ | -15,2 % | 45.985.314 $ | +3.232.994 $ | +7,6 % | 42.752.320 $ | +4.278.384 $ | +11,1 % | |||
| AlphaCore Capital LLC | 44.652.551 $ | -938.999 $ | -2,1 % | 45.591.550 $ | +11.161.734 $ | +32,4 % | 34.429.816 $ | +7.031.797 $ | +25,7 % | |||
| TD Waterhouse Canada Inc. | 42.902.381 $ | +3.604.848 $ | +9,2 % | 39.297.533 $ | -1.573.393 $ | -3,8 % | 40.870.926 $ | +5.238.368 $ | +14,7 % | 35.632.558 $ | +6.061.834 $ | +20,5 % |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 37.785.884 $ | -4.862.221 $ | -11,4 % | 42.648.105 $ | +4.545.771 $ | +11,9 % | 38.102.334 $ | +5.323.597 $ | +16,2 % | |||
| Eurizon Asset Management Hungary Ltd. | 40.252.415 $ | -2.242.033 $ | -5,3 % | 42.494.448 $ | ||||||||
| COMERICA BANK | 42.049.465 $ | +17.972.350 $ | +74,6 % | |||||||||
| Beacon Pointe Advisors, LLC | 34.141.341 $ | -7.235.962 $ | -17,5 % | 41.377.303 $ | +15.698.952 $ | +61,1 % | 25.678.351 $ | +3.944.355 $ | +18,1 % | |||
| SkyView Investment Advisors, LLC | 40.922.000 $ | +3.494.000 $ | +9,3 % | 37.428.000 $ | +2.417.000 $ | +6,9 % | ||||||
| Zhang Financial LLC | 35.334.197 $ | -5.549.274 $ | -13,6 % | 40.883.471 $ | +2.455.954 $ | +6,4 % | 38.427.517 $ | +3.818.433 $ | +11,0 % | |||
| Capital Group Private Client Services, Inc. | 34.658.939 $ | -5.743.996 $ | -14,2 % | 40.402.935 $ | +6.508.291 $ | +19,2 % | 33.894.644 $ | +5.060.259 $ | +17,5 % | |||
| Cercano Management LLC | 22.419.088 $ | -17.964.773 $ | -44,5 % | 40.383.861 $ | +36.027.194 $ | +826,9 % | ||||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 34.224.923 $ | +4.064.599 $ | +13,5 % | 30.160.324 $ | -4.561.991 $ | -13,1 % | 34.722.315 $ | -4.804.148 $ | -12,2 % | 39.526.463 $ | +5.480.669 $ | +16,1 % |
| MACKAY SHIELDS LLC | 18.392.550 $ | -6.376.240 $ | -25,7 % | 24.768.790 $ | -9.626.834 $ | -28,0 % | 34.395.624 $ | -4.160.126 $ | -10,8 % | 38.555.750 $ | +351.500 $ | +0,9 % |
| Myriad Asset Management Advisors LLC | 36.303.000 $ | -2.097.646 $ | -5,5 % | 38.400.646 $ | ||||||||
| Argos Wealth Advisors, LLC | 33.297.720 $ | -4.630.123 $ | -12,2 % | 37.927.843 $ | +2.828.474 $ | +8,1 % | 35.099.369 $ | |||||
| Fielder Capital Group LLC | 32.293.007 $ | -5.592.069 $ | -14,8 % | 37.885.076 $ | +2.035.064 $ | +5,7 % | 35.850.012 $ | +4.417.110 $ | +14,1 % | |||
| BANK OF MONTREAL /CAN/ | 32.206.148 $ | -5.644.290 $ | -14,9 % | 37.850.438 $ | +5.249.016 $ | +16,1 % | 32.601.422 $ | -45.017.393 $ | -58,0 % | |||
| MGO ONE SEVEN LLC | 27.139.168 $ | -2.173.802 $ | -7,4 % | 29.312.970 $ | -8.528.061 $ | -22,5 % | 37.841.031 $ | +9.109.755 $ | +31,7 % | |||
| WESCAP Management Group, Inc. | 31.835.469 $ | -5.950.171 $ | -15,7 % | 37.785.640 $ | +1.647.133 $ | +4,6 % | 36.138.507 $ | +3.412.164 $ | +10,4 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 30.519.000 $ | +5.168.000 $ | +20,4 % | 25.351.000 $ | -12.166.000 $ | -32,4 % | 37.517.000 $ | +9.820.000 $ | +35,5 % | |||
| SPINNAKER TRUST | 31.871.714 $ | -4.910.313 $ | -13,3 % | 36.782.027 $ | +3.013.034 $ | +8,9 % | 33.768.993 $ | +1.130.338 $ | +3,5 % | |||
| Kingsview Wealth Management, LLC | 25.329.905 $ | -4.937.010 $ | -16,3 % | 30.266.915 $ | -6.018.348 $ | -16,6 % | 36.285.263 $ | +653.068 $ | +1,8 % | |||
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 30.039.766 $ | -5.790.750 $ | -16,2 % | 35.830.516 $ | +5.278.696 $ | +17,3 % | 30.551.820 $ | +5.087.196 $ | +20,0 % | |||
| VCI Wealth Management LLC | 26.240.254 $ | -1.804.147 $ | -6,4 % | 28.044.401 $ | -7.232.812 $ | -20,5 % | 35.277.213 $ | +2.941.791 $ | +9,1 % | |||
| Kaydan Wealth Management, Inc. | 303.653 $ | -72.085 $ | -19,2 % | 375.738 $ | -15.314.538 $ | -97,6 % | 15.690.276 $ | -19.342.452 $ | -55,2 % | 35.032.728 $ | +2.572.723 $ | +7,9 % |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12.284.734 $ | -2.038.508 $ | -14,2 % | 14.323.242 $ | -20.667.409 $ | -59,1 % | 34.990.651 $ | +2.990.497 $ | +9,3 % | |||
| VPR Management LLC | 29.858.919 $ | -5.002.190 $ | -14,3 % | 34.861.109 $ | +2.764.056 $ | +8,6 % | 32.097.053 $ | +1.320.437 $ | +4,3 % | |||
| West Family Investments, Inc. | 34.066.523 $ | -369.687 $ | -1,1 % | 34.436.210 $ | +1.108.278 $ | +3,3 % | ||||||
| US BANCORP \DE\ | 18.234.948 $ | -3.400.372 $ | -15,7 % | 21.635.320 $ | -12.706.812 $ | -37,0 % | 34.342.132 $ | +3.064.837 $ | +9,8 % | |||
| BFSG, LLC | 30.050.602 $ | -4.055.020 $ | -11,9 % | 34.105.622 $ | +2.953.834 $ | +9,5 % | 31.151.788 $ | +3.425.290 $ | +12,4 % | |||
| Quent Capital, LLC | 26.839.513 $ | -4.287.006 $ | -13,8 % | 31.126.519 $ | -2.589.389 $ | -7,7 % | 33.715.908 $ | +2.241.064 $ | +7,1 % | |||
| Checchi Capital Advisers, LLC | 33.556.342 $ | +5.617.468 $ | +20,1 % | 27.938.874 $ | -1.154.970 $ | -4,0 % | 29.093.844 $ | -1.088.969 $ | -3,6 % | |||
| Independent Family Office, LLC | 28.385.417 $ | -4.555.126 $ | -13,8 % | 32.940.543 $ | +1.537.250 $ | +4,9 % | 31.403.293 $ | +2.869.157 $ | +10,1 % | |||
| Ancora Advisors LLC | 17.410.019 $ | -15.396.386 $ | -46,9 % | 32.806.405 $ | +4.041.217 $ | +14,0 % | 28.765.188 $ | +3.978.902 $ | +16,1 % | |||
| Bank Julius Baer & Co. Ltd, Zurich | 23.537.718 $ | -9.231.963 $ | -28,2 % | 32.769.681 $ | +807.729 $ | +2,5 % | 31.961.952 $ | +18.401.545 $ | +135,7 % | |||
| Chemistry Wealth Management LLC | 29.462.950 $ | +1.437.000 $ | +5,1 % | 28.025.950 $ | -4.206.924 $ | -13,1 % | 32.232.874 $ | +2.879.178 $ | +9,8 % | 29.353.696 $ | +3.427.423 $ | +13,2 % |
| Sowa Financial Group, Inc. | 21.536.000 $ | -4.642.000 $ | -17,7 % | 26.178.000 $ | -6.007.000 $ | -18,7 % | 32.185.000 $ | +2.596.000 $ | +8,8 % | |||
| JB Capital LLC | 14.363.082 $ | +1.084.664 $ | +8,2 % | 13.278.418 $ | +1.296.566 $ | +10,8 % | 11.981.852 $ | -19.878.785 $ | -62,4 % | 31.860.637 $ | +1.284.066 $ | +4,2 % |
| Vision Capital Management, Inc. | 24.828.850 $ | +1.582.492 $ | +6,8 % | 23.246.358 $ | -3.342.258 $ | -12,6 % | 26.588.616 $ | -4.434.397 $ | -14,3 % | 31.023.013 $ | +3.122.194 $ | +11,2 % |
| TRUE Private Wealth Advisors | 30.821.517 $ | +1.428.842 $ | +4,9 % | 29.392.675 $ | +11.262.019 $ | +62,1 % | 18.130.656 $ | +15.135.073 $ | +505,2 % | 2.995.583 $ | +310.730 $ | +11,6 % |
| AE Wealth Management LLC | 13.251.370 $ | -4.365.083 $ | -24,8 % | 17.616.453 $ | -13.154.613 $ | -42,7 % | 30.771.066 $ | +5.294.439 $ | +20,8 % | |||
| AllGen Financial Advisors, Inc. | 23.119.689 $ | -6.167.768 $ | -21,1 % | 29.287.457 $ | -1.452.271 $ | -4,7 % | 30.739.728 $ | +4.099.795 $ | +15,4 % | |||
| Advocacy Wealth Management, LLC | 14.926.515 $ | -1.415.352 $ | -8,7 % | 16.341.867 $ | -14.384.062 $ | -46,8 % | 30.725.929 $ | +2.772.352 $ | +9,9 % | |||
| FIRST FOUNDATION ADVISORS | 27.135.424 $ | -3.524.244 $ | -11,5 % | 30.659.668 $ | +2.907.807 $ | +10,5 % | 27.751.861 $ | +3.636.246 $ | +15,1 % | |||
| Orion Porfolio Solutions, LLC | 24.049.859 $ | -6.382.630 $ | -21,0 % | 30.432.489 $ | -1.655 $ | -0,0 % | 30.434.144 $ | +11.092.388 $ | +57,3 % | |||
| Summit Trail Advisors, LLC | 25.424.761 $ | -4.793.741 $ | -15,9 % | 30.218.502 $ | +6.252.915 $ | +26,1 % | 23.965.587 $ | -4.408.738 $ | -15,5 % | |||
| Perigon Wealth Management, LLC | 26.029.597 $ | -4.162.842 $ | -13,8 % | 30.192.439 $ | ||||||||
| New Harbor Financial Group, LLC | 10.240.742 $ | -19.826.667 $ | -65,9 % | 30.067.409 $ | ||||||||
| Mader & Shannon Wealth Management, Inc. | 25.230.458 $ | -4.120.739 $ | -14,0 % | 29.351.197 $ | -147.214 $ | -0,5 % | 29.498.411 $ | +0 $ | +0,0 % | |||
| CHATHAM CAPITAL GROUP, INC. | 23.984.120 $ | +391.398 $ | +1,7 % | 23.592.722 $ | -4.970.677 $ | -17,4 % | 28.563.399 $ | -799.849 $ | -2,7 % | 29.363.248 $ | +2.761.083 $ | +10,4 % |
| BOKF, NA | 25.116.719 $ | -4.061.340 $ | -13,9 % | 29.178.059 $ | +3.954.369 $ | +15,7 % | 25.223.690 $ | +1.941.991 $ | +8,3 % | |||
| Dakota Wealth Management | 24.925.549 $ | -4.072.744 $ | -14,0 % | 28.998.293 $ | +1.195.782 $ | +4,3 % | 27.802.511 $ | +2.832.795 $ | +11,3 % | |||
| Parcion Private Wealth LLC | 24.056.168 $ | -4.930.359 $ | -17,0 % | 28.986.527 $ | +1.859.469 $ | +6,9 % | 27.127.058 $ | +2.615.171 $ | +10,7 % | |||
| Avestar Capital, LLC | 25.386.849 $ | -3.537.445 $ | -12,2 % | 28.924.294 $ | +4.158.232 $ | +16,8 % | 24.766.062 $ | +5.671.919 $ | +29,7 % | |||
| Integrated Wealth Concepts LLC | 19.512.432 $ | -8.265.196 $ | -29,8 % | 27.777.628 $ | -999.012 $ | -3,5 % | 28.776.640 $ | +4.415.502 $ | +18,1 % | |||
| Pathstone Holdings, LLC | 28.754.434 $ | +16.437.688 $ | +133,5 % | 12.316.746 $ | +798.315 $ | +6,9 % | 11.518.431 $ | +1.318.186 $ | +12,9 % | |||
| Arkos Global Advisors | 25.859.000 $ | -2.720.000 $ | -9,5 % | 28.579.000 $ | +2.994.000 $ | +11,7 % | 25.585.000 $ | +2.683.000 $ | +11,7 % | |||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 26.703.409 $ | -1.827.972 $ | -6,4 % | 28.531.381 $ | +3.764.466 $ | +15,2 % | 24.766.915 $ | +3.869.481 $ | +18,5 % | |||
| Sumitomo Mitsui DS Asset Management Company, Ltd | 28.296.723 $ | +5.104.204 $ | +22,0 % | 23.192.519 $ | +12.078.452 $ | +108,7 % | 11.114.067 $ | -2.752.610 $ | -19,9 % | 13.866.677 $ | -16.902.225 $ | -54,9 % |
| World Investment Advisors | 27.494.210 $ | -580.996 $ | -2,1 % | 28.075.206 $ | +2.971.591 $ | +11,8 % | 25.103.615 $ | +6.533.879 $ | +35,2 % | |||
| M&T BANK CORP | 25.593.146 $ | -2.298.158 $ | -8,2 % | 27.891.304 $ | +1.838.480 $ | +7,1 % | 26.052.824 $ | +3.342.009 $ | +14,7 % | |||
| Prime Capital Investment Advisors, LLC | 24.355.747 $ | +777.323 $ | +3,3 % | 23.578.424 $ | -4.244.722 $ | -15,3 % | 27.823.146 $ | +2.497.359 $ | +9,9 % | 25.325.787 $ | +2.824.480 $ | +12,6 % |
| Farther Finance Advisors, LLC | 27.579.798 $ | +3.611.886 $ | +15,1 % | 23.967.912 $ | -3.003.117 $ | -11,1 % | 26.971.029 $ | +12.991.408 $ | +92,9 % | 13.979.621 $ | +4.760.724 $ | +51,6 % |
| JAMES INVESTMENT RESEARCH, INC. | 21.290.196 $ | -3.834.875 $ | -15,3 % | 25.125.071 $ | -2.419.644 $ | -8,8 % | 27.544.715 $ | +2.830.495 $ | +11,5 % | |||
| FIRST AMERICAN TRUST, FSB | 16.174.194 $ | -7.531.631 $ | -31,8 % | 23.705.825 $ | -3.757.139 $ | -13,7 % | 27.462.964 $ | +2.906.904 $ | +11,8 % | |||
| OpenArc Corporate Advisory, LLC | 27.391.701 $ | +7.653.009 $ | +38,8 % | 19.738.692 $ | -2.679.250 $ | -12,0 % | 22.417.942 $ | +7.797.277 $ | +53,3 % | 14.620.665 $ | ||
| Summit Financial, LLC | 22.637.246 $ | -4.510.955 $ | -16,6 % | 27.148.201 $ | +5.221.227 $ | +23,8 % | 21.926.974 $ | +1.921.960 $ | +9,6 % | |||
| Yeomans Consulting Group, Inc. | 26.902.822 $ | +362.695 $ | +1,4 % | |||||||||
| Shah Wealth Advisors, LLC | 26.830.817 $ | |||||||||||
| Cardinal Point Capital Management ULC | 23.188.554 $ | +888.223 $ | +4,0 % | 22.300.331 $ | -4.449.661 $ | -16,6 % | 26.749.992 $ | +2.525.658 $ | +10,4 % | 24.224.334 $ | +991.037 $ | +4,3 % |
| Waverly Advisors, LLC | 26.685.238 $ | +17.052.849 $ | +177,0 % | 9.632.389 $ | +2.108.356 $ | +28,0 % | 7.524.033 $ | +6.407.832 $ | +574,1 % | |||
| AMG National Trust Bank | 20.609.849 $ | -6.067.817 $ | -22,7 % | 26.677.666 $ | +2.590.301 $ | +10,8 % | 24.087.365 $ | +1.414.126 $ | +6,2 % | |||
| LVM CAPITAL MANAGEMENT LTD/MI | 23.562.536 $ | +940.536 $ | +4,2 % | 22.622.000 $ | -3.924.000 $ | -14,8 % | 26.546.000 $ | +2.084.000 $ | +8,5 % | 24.462.000 $ | +2.960.000 $ | +13,8 % |
| Ascent Group, LLC | 11.304.867 $ | -636.051 $ | -5,3 % | 11.940.918 $ | -14.431.297 $ | -54,7 % | 26.372.215 $ | +1.709.152 $ | +6,9 % | |||
| FIFTH THIRD SECURITIES, INC. | 21.526.612 $ | -316.884 $ | -1,5 % | 21.843.496 $ | -3.774.625 $ | -14,7 % | 25.618.121 $ | -672.340 $ | -2,6 % | 26.290.461 $ | +2.633.299 $ | +11,1 % |
| Modern Wealth Management, LLC | 26.090.781 $ | +913.337 $ | +3,6 % | 25.177.444 $ | +1.592.450 $ | +6,8 % | 23.584.994 $ | +7.990.164 $ | +51,2 % | |||
| Savvy Advisors, Inc. | 25.310.050 $ | +2.044.789 $ | +8,8 % | 23.265.261 $ | -2.766.676 $ | -10,6 % | 26.031.937 $ | +11.799.799 $ | +82,9 % | |||
| BALDWIN WEALTH PARTNERS LLC/MA | 23.193.982 $ | +414.578 $ | +1,8 % | 22.779.404 $ | -3.211.310 $ | -12,4 % | 25.990.714 $ | +2.142.806 $ | +9,0 % | 23.847.908 $ | +2.366.131 $ | +11,0 % |
| OPPENHEIMER ASSET MANAGEMENT INC. | 23.649.281 $ | -2.243.487 $ | -8,7 % | 25.892.768 $ | +1.229.506 $ | +5,0 % | 24.663.262 $ | +1.509.811 $ | +6,5 % | |||
| Coastal Bridge Advisors, LLC | 21.453.220 $ | -3.521.008 $ | -14,1 % | 24.974.228 $ | +2.398.581 $ | +10,6 % | 22.575.647 $ | +2.228.080 $ | +11,0 % | |||
| COMMERCE BANK | 20.558.730 $ | -4.092.744 $ | -16,6 % | 24.651.474 $ | +10.779.603 $ | +77,7 % | 13.871.871 $ | +1.351.794 $ | +10,8 % | |||
| NKCFO LLC | 21.097.000 $ | -3.535.000 $ | -14,4 % | 24.632.000 $ | +1.953.000 $ | +8,6 % | 22.679.000 $ | +2.347.000 $ | +11,5 % | |||
| CreativeOne Wealth, LLC | 11.810.189 $ | -1.528.586 $ | -11,5 % | 13.338.775 $ | -11.275.038 $ | -45,8 % | 24.613.813 $ | +704.574 $ | +2,9 % | |||
| Wallington Asset Management, LLC | 21.183.198 $ | -3.352.435 $ | -13,7 % | 24.535.633 $ | +1.460.382 $ | +6,3 % | 23.075.251 $ | +2.327.505 $ | +11,2 % | |||
| Ashton Thomas Private Wealth, LLC | 21.332.028 $ | -3.095.668 $ | -12,7 % | 24.427.696 $ | +378.405 $ | +1,6 % | 24.049.291 $ | +3.202.443 $ | +15,4 % | |||
| SAGE RHINO CAPITAL LLC | 11.580.931 $ | -5.583.048 $ | -32,5 % | 17.163.979 $ | -7.243.047 $ | -29,7 % | 24.407.026 $ | +777.353 $ | +3,3 % | |||
| BCWM, LLC | 18.189.528 $ | -2.674.682 $ | -12,8 % | 20.864.210 $ | -3.338.736 $ | -13,8 % | 24.202.946 $ | +2.415.099 $ | +11,1 % | |||
| SYON CAPITAL LLC | 19.596.280 $ | -3.318.355 $ | -14,5 % | 22.914.635 $ | -1.240.339 $ | -5,1 % | 24.154.974 $ | +2.351.408 $ | +10,8 % | |||
| STEPHENS INC /AR/ | 21.257.462 $ | -2.883.788 $ | -11,9 % | 24.141.250 $ | +879.754 $ | +3,8 % | 23.261.496 $ | +1.132.794 $ | +5,1 % | |||
| Modus Advisors, LLC | 20.903.358 $ | -3.188.302 $ | -13,2 % | 24.091.660 $ | -28.980 $ | -0,1 % | 24.120.640 $ | +2.060.269 $ | +9,3 % | |||
| Cypress Capital Group | 20.344.359 $ | -3.640.804 $ | -15,2 % | 23.985.163 $ | +1.703.998 $ | +7,6 % | 22.281.165 $ | +2.596.443 $ | +13,2 % | |||
| PRUDENTIAL PLC | 22.312.072 $ | +3.657.504 $ | +19,6 % | 18.654.568 $ | -5.325.152 $ | -22,2 % | 23.979.720 $ | +11.039.654 $ | +85,3 % | |||
| Brookstone Capital Management | 20.049.055 $ | -2.417.754 $ | -10,8 % | 22.466.809 $ | -1.053.991 $ | -4,5 % | 23.520.800 $ | +1.132.099 $ | +5,1 % | |||
| Arax Advisory Partners | 23.493.229 $ | +14.925.226 $ | +174,2 % | 8.568.003 $ | -5.537.624 $ | -39,3 % | 14.105.627 $ | -17.107.159 $ | -54,8 % | |||
| Allworth Financial LP | 19.905.376 $ | -3.013.519 $ | -13,1 % | 22.918.895 $ | +2.174.766 $ | +10,5 % | 20.744.129 $ | +1.915.554 $ | +10,2 % | |||
| SOFI WEALTH, LLC | 19.886.954 $ | -1.369.305 $ | -6,4 % | 21.256.259 $ | -1.274.170 $ | -5,7 % | 22.530.429 $ | +3.238.678 $ | +16,8 % | |||
| TUDOR INVESTMENT CORP ET AL | 11.131.940 $ | -2.049.188 $ | -15,5 % | 13.181.128 $ | -9.241.654 $ | -41,2 % | 22.422.782 $ | +2.741.844 $ | +13,9 % | |||
| Sunbelt Securities, Inc. | 22.369.297 $ | +1.083.746 $ | +5,1 % | 21.285.551 $ | -9.431.476 $ | -30,7 % | ||||||
| Hamilton Wealth, LLC | 18.547.597 $ | -3.262.570 $ | -15,0 % | 21.810.167 $ | -435.608 $ | -2,0 % | 22.245.775 $ | +2.546.572 $ | +12,9 % | |||
| NorthCrest Asset Manangement, LLC | 16.050.134 $ | +91.792 $ | +0,6 % | 15.958.342 $ | -2.707.013 $ | -14,5 % | 18.665.355 $ | -3.456.187 $ | -15,6 % | 22.121.542 $ | +244.948 $ | +1,1 % |
| Wealth Quarterback LLC | 21.993.935 $ | +3.073.886 $ | +16,2 % | 18.920.049 $ | +2.929.368 $ | +18,3 % | 15.990.681 $ | -344.508 $ | -2,1 % | 16.335.189 $ | +1.730.845 $ | +11,9 % |
| Verger Capital Management LLC | 16.901.403 $ | -1.882.231 $ | -10,0 % | 18.783.634 $ | -3.197.040 $ | -14,5 % | 21.980.674 $ | +3.228.354 $ | +17,2 % | |||
| Atria Investments, Inc | 11.518.129 $ | -1.317.638 $ | -10,3 % | 12.835.767 $ | -2.604.109 $ | -16,9 % | 15.439.876 $ | -6.538.455 $ | -29,7 % | 21.978.331 $ | +3.253.677 $ | +17,4 % |
| Pictet North America Advisors SA | 19.355.054 $ | +625.252 $ | +3,3 % | 18.729.802 $ | -3.147.895 $ | -14,4 % | 21.877.697 $ | +1.734.631 $ | +8,6 % | 20.143.066 $ | +94.931 $ | +0,5 % |
| Cyndeo Wealth Partners, LLC | 19.391.527 $ | +734.063 $ | +3,9 % | 18.657.464 $ | -3.190.347 $ | -14,6 % | 21.847.811 $ | +284.595 $ | +1,3 % | 21.563.216 $ | +1.983.065 $ | +10,1 % |
| SIGMA INVESTMENT COUNSELORS INC | 18.208.136 $ | -3.617.258 $ | -16,6 % | 21.825.394 $ | +773.820 $ | +3,7 % | 21.051.574 $ | +3.120.154 $ | +17,4 % | |||
| QUEST INVESTMENT MANAGEMENT LLC | 16.067.169 $ | -2.691.692 $ | -14,3 % | 18.758.861 $ | -3.009.472 $ | -13,8 % | 21.768.333 $ | -1.417.790 $ | -6,1 % | |||
| UMB Bank, n.a. | 17.082.552 $ | -4.623.234 $ | -21,3 % | 21.705.786 $ | +1.603.873 $ | +8,0 % | 20.101.913 $ | +1.369.750 $ | +7,3 % | |||
| Mill Creek Capital Advisors, LLC | 21.239.243 $ | +4.738.437 $ | +28,7 % | 16.500.806 $ | +1.707.611 $ | +11,5 % | ||||||
| TruWealth Advisors, LLC | 21.236.007 $ | +2.046.191 $ | +10,7 % | 19.189.816 $ | +9.234.231 $ | +92,8 % | ||||||
| Forza Wealth Management, LLC | 21.227.268 $ | +4.852.849 $ | +29,6 % | 16.374.419 $ | -1.028.629 $ | -5,9 % | 17.403.048 $ | +457.755 $ | +2,7 % | 16.945.293 $ | +429.341 $ | +2,6 % |
| EVOLVE PRIVATE WEALTH, LLC | 20.059.949 $ | -1.147.909 $ | -5,4 % | 21.207.858 $ | +76.507 $ | +0,4 % | 21.131.351 $ | |||||
| Timber Creek Capital Management LLC | 18.270.324 $ | -2.934.007 $ | -13,8 % | 21.204.331 $ | +2.772.491 $ | +15,0 % | 18.431.840 $ | +1.320.120 $ | +7,7 % | |||
| United Community Bank | 17.169.198 $ | -4.006.586 $ | -18,9 % | 21.175.784 $ | +309.838 $ | +1,5 % | 20.865.946 $ | +2.609.958 $ | +14,3 % | |||
| Versant Capital Management, Inc | 18.311.213 $ | -618.514 $ | -3,3 % | 18.929.727 $ | -2.081.044 $ | -9,9 % | 21.010.771 $ | +2.180.867 $ | +11,6 % | 18.829.904 $ | +3.992.266 $ | +26,9 % |
| Sterling Financial Planning, Inc. | 17.645.010 $ | -3.098.080 $ | -14,9 % | 20.743.090 $ | -193.018 $ | -0,9 % | 20.936.108 $ | +1.043.745 $ | +5,2 % | |||
| CPA Asset Management Group, LLC | 18.192.625 $ | -2.687.631 $ | -12,9 % | 20.880.256 $ | +661.620 $ | +3,3 % | 20.218.636 $ | +2.351.054 $ | +13,2 % | |||
| Norris Financial Group, LLC | 20.855.923 $ | +1.531.051 $ | +7,9 % | 19.324.872 $ | +1.778.424 $ | +10,1 % | ||||||
| Private Advisor Group, LLC | 17.287.569 $ | -3.087.835 $ | -15,2 % | 20.375.404 $ | -477.429 $ | -2,3 % | 20.852.833 $ | -1.860.022 $ | -8,2 % | |||
| Faithward Advisors, LLC | 17.230.778 $ | -3.374.732 $ | -16,4 % | 20.605.510 $ | +444.018 $ | +2,2 % | 20.161.492 $ | +1.031.132 $ | +5,4 % | |||
| Resonant Capital Advisors, LLC | 16.480.740 $ | +2.568.551 $ | +18,5 % | 13.912.189 $ | -2.340.970 $ | -14,4 % | 16.253.159 $ | -4.277.818 $ | -20,8 % | 20.530.977 $ | +2.105.104 $ | +11,4 % |
| Leonard Rickey Investment Advisors P.L.L.C. | 16.879.996 $ | -1.857.530 $ | -9,9 % | 18.737.526 $ | -1.750.431 $ | -8,5 % | 20.487.957 $ | +2.057.535 $ | +11,2 % | |||
| Sigma Planning Corp | 16.877.492 $ | -3.033.203 $ | -15,2 % | 19.910.695 $ | +1.963.566 $ | +10,9 % | 17.947.129 $ | +2.236.631 $ | +14,2 % | |||
| Nicht ausgewiesen | 17.297.029 $ | -2.275.876 $ | -11,6 % | 19.572.905 $ | +1.682.229 $ | +9,4 % | 17.890.676 $ | +3.079.940 $ | +20,8 % | |||
| Advisory Services Network, LLC | 16.969.191 $ | -2.178.852 $ | -11,4 % | 19.148.043 $ | -148.540 $ | -0,8 % | 19.296.583 $ | +4.193.295 $ | +27,8 % | |||
| JSF Financial, LLC | 18.470.350 $ | -498.861 $ | -2,6 % | 18.969.211 $ | +308.147 $ | +1,7 % | 18.661.064 $ | +1.425.781 $ | +8,3 % | |||
| EVOKE WEALTH, LLC | 18.849.805 $ | +1.708.276 $ | +10,0 % | 17.141.529 $ | +2.099.897 $ | +14,0 % | ||||||
| BROWN ADVISORY INC | 16.491.952 $ | -2.215.878 $ | -11,8 % | 18.707.830 $ | +2.190.571 $ | +13,3 % | 16.517.259 $ | +1.998.989 $ | +13,8 % | |||
| Lifeworks Advisors, LLC | 17.530.425 $ | -851.553 $ | -4,6 % | 18.381.978 $ | -149.591 $ | -0,8 % | 18.531.569 $ | +2.475.498 $ | +15,4 % | |||
| COHEN & STEERS, INC. | 17.221.000 $ | -1.002.000 $ | -5,5 % | 18.223.000 $ | +4.222.000 $ | +30,2 % | 14.001.000 $ | -10.545.000 $ | -43,0 % | |||
| HB Wealth Management, LLC | 15.746.780 $ | -2.450.943 $ | -13,5 % | 18.197.723 $ | +1.408.845 $ | +8,4 % | 16.788.878 $ | +1.697.544 $ | +11,2 % | |||
| Hamilton Point Investment Advisors, LLC | 15.543.929 $ | -2.555.194 $ | -14,1 % | 18.099.123 $ | +1.573.107 $ | +9,5 % | 16.526.016 $ | +1.971.288 $ | +13,5 % | |||
| AQR CAPITAL MANAGEMENT LLC | 18.096.575 $ | +1.715.308 $ | +10,5 % | 16.381.267 $ | +7.285.925 $ | +80,1 % | 9.095.342 $ | +1.926.406 $ | +26,9 % | |||
| RENAISSANCE TECHNOLOGIES LLC | 18.027.112 $ | +7.098.093 $ | +64,9 % | 10.929.019 $ | +4.568.662 $ | +71,8 % | 6.360.357 $ | -7.879.271 $ | -55,3 % | |||
| EP Wealth Advisors, LLC | 17.916.284 $ | +13.068.031 $ | +269,5 % | 4.848.253 $ | +1.387.651 $ | +40,1 % | 3.460.602 $ | |||||
| Bulltick Wealth Management, LLC | 11.530.301 $ | -947.160 $ | -7,6 % | 12.477.461 $ | -5.436.027 $ | -30,3 % | 17.913.488 $ | +4.415.593 $ | +32,7 % | |||
| DT Investment Partners, LLC | 199.120 $ | -17.709.086 $ | -98,9 % | 17.908.206 $ | +1.446.036 $ | +8,8 % | 16.462.170 $ | +1.568.333 $ | +10,5 % | |||
| HUNTINGTON NATIONAL BANK | 15.400.430 $ | -2.496.403 $ | -13,9 % | 17.896.833 $ | +1.373.279 $ | +8,3 % | 16.523.554 $ | +987.948 $ | +6,4 % | |||
| NewEdge Wealth, LLC | 9.659.425 $ | -8.160.494 $ | -45,8 % | 17.819.919 $ | +5.216.951 $ | +41,4 % | 12.602.968 $ | +969.371 $ | +8,3 % | |||
| CSS LLC/IL | 15.105.021 $ | -2.530.506 $ | -14,3 % | 17.635.527 $ | +1.623.933 $ | +10,1 % | 16.011.594 $ | +2.531.679 $ | +18,8 % | |||
| HOWLAND CAPITAL MANAGEMENT LLC | 15.217.181 $ | -2.299.373 $ | -13,1 % | 17.516.554 $ | +2.451.564 $ | +16,3 % | 15.064.990 $ | +2.457.574 $ | +19,5 % | |||
| Clear Harbor Asset Management, LLC | 13.165.093 $ | -2.233.726 $ | -14,5 % | 15.398.819 $ | -2.035.117 $ | -11,7 % | 17.433.936 $ | +1.512.806 $ | +9,5 % | |||
| ROGCO, LP | 11.931.335 $ | -1.116.345 $ | -8,6 % | 13.047.680 $ | -4.163.931 $ | -24,2 % | 17.211.611 $ | +2.139.270 $ | +14,2 % | |||
| White Lighthouse Investment Management Inc. | 16.148.659 $ | +1.343.791 $ | +9,1 % | 14.804.868 $ | -2.260.087 $ | -13,2 % | 17.064.955 $ | +289.470 $ | +1,7 % | 16.775.485 $ | +1.082.926 $ | +6,9 % |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 13.533.476 $ | -3.528.446 $ | -20,7 % | 17.061.922 $ | +49.210 $ | +0,3 % | 17.012.712 $ | +1.697.422 $ | +11,1 % | |||
| Fore Capital, LLC | 16.883.360 $ | +1.747.200 $ | +11,5 % | |||||||||
| Greenline Partners, LLC | 14.355.643 $ | -2.405.784 $ | -14,4 % | 16.761.427 $ | +3.665.644 $ | +28,0 % | 13.095.783 $ | -857.920 $ | -6,1 % | |||
| Sowell Financial Services LLC | 12.964.964 $ | +6.180.317 $ | +91,1 % | 6.784.647 $ | -6.805.362 $ | -50,1 % | 13.590.009 $ | -3.015.965 $ | -18,2 % | 16.605.974 $ | +1.540.548 $ | +10,2 % |
| GAMCO INVESTORS, INC. ET AL | 14.137.058 $ | -2.368.345 $ | -14,3 % | 16.505.403 $ | +1.312.733 $ | +8,6 % | 15.192.670 $ | +2.627.765 $ | +20,9 % | |||
| Purkiss Capital Advisors LLC | 13.757.503 $ | -2.728.024 $ | -16,5 % | 16.485.527 $ | +2.062.186 $ | +14,3 % | 14.423.341 $ | +2.372.047 $ | +19,7 % | |||
| SAGE PRIVATE WEALTH GROUP, LLC | 16.467.177 $ | +997.590 $ | +6,4 % | 15.469.587 $ | -1.015.153 $ | -6,2 % | 16.484.740 $ | +1.358.882 $ | +9,0 % | 15.125.858 $ | +1.861.225 $ | +14,0 % |
| Van Hulzen Asset Management, LLC | 13.845.665 $ | -2.145.413 $ | -13,4 % | 15.991.078 $ | -440.490 $ | -2,7 % | 16.431.568 $ | +1.532.201 $ | +10,3 % | |||
| Reliant Wealth Planning | 14.635.310 $ | -1.648.212 $ | -10,1 % | 16.283.522 $ | +15.512.817 $ | +2.012,8 % | 770.705 $ | +319.677 $ | +70,9 % | |||
| Three Bridge Wealth Advisors, LLC | 13.824.899 $ | -2.425.105 $ | -14,9 % | 16.250.004 $ | +186.867 $ | +1,2 % | 16.063.137 $ | +1.605.630 $ | +11,1 % | |||
| Wealth Management Partners, LLC | 13.364.160 $ | -61.745 $ | -0,5 % | 13.425.905 $ | -2.695.033 $ | -16,7 % | 16.120.938 $ | -90.253 $ | -0,6 % | 16.211.191 $ | +1.390.634 $ | +9,4 % |
| Arlington Capital Management, Inc. | 276.284 $ | -10.203.199 $ | -97,4 % | 10.479.483 $ | -5.580.238 $ | -34,7 % | 16.059.721 $ | +1.690.563 $ | +11,8 % | |||
| Private Harbour Investment Management & Counsel, LLC | 13.599.729 $ | -2.409.069 $ | -15,0 % | 16.008.798 $ | +935.610 $ | +6,2 % | 15.073.188 $ | +1.484.409 $ | +10,9 % | |||
| Prospera Financial Services Inc | 5.466.822 $ | -10.375.206 $ | -65,5 % | 15.842.028 $ | +687.006 $ | +4,5 % | 15.155.022 $ | -1.301.478 $ | -7,9 % | |||
| Legend Financial Advisors, Inc. | 13.364.499 $ | -2.121.579 $ | -13,7 % | 15.486.078 $ | -306.015 $ | -1,9 % | 15.792.093 $ | -74.808 $ | -0,5 % | |||
| Regency Capital Management Inc.\DE | 13.420.996 $ | -2.112.796 $ | -13,6 % | 15.533.792 $ | +1.276.931 $ | +9,0 % | 14.256.861 $ | +1.681.914 $ | +13,4 % | |||
| NTV ASSET MANAGEMENT LLC | 13.067.157 $ | -2.388.084 $ | -15,5 % | 15.455.241 $ | +680.191 $ | +4,6 % | 14.775.050 $ | +886.168 $ | +6,4 % | |||
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7.871.855 $ | -3.503.424 $ | -30,8 % | 11.375.279 $ | +3.025.910 $ | +36,2 % | 8.349.369 $ | -6.962.783 $ | -45,5 % | 15.312.152 $ | +4.043.499 $ | +35,9 % |
| BRAVE ASSET MANAGEMENT INC | 15.167.840 $ | +467.466 $ | +3,2 % | 14.700.374 $ | +1.161.224 $ | +8,6 % | ||||||
| EFG International AG | 13.231.232 $ | -1.909.317 $ | -12,6 % | 15.140.549 $ | +919.000 $ | +6,5 % | 14.221.549 $ | |||||
| OKABENA INVESTMENT SERVICES INC | 7.544.431 $ | -1.272.627 $ | -14,4 % | 8.817.058 $ | -6.317.900 $ | -41,7 % | 15.134.958 $ | +1.526.822 $ | +11,2 % | |||
| Shepherd Financial Partners LLC | 11.255.088 $ | -457.967 $ | -3,9 % | 11.713.055 $ | -3.418.131 $ | -22,6 % | 15.131.186 $ | +1.244.811 $ | +9,0 % | |||
| Fifth Third Wealth Advisors LLC | 13.194.171 $ | -1.929.223 $ | -12,8 % | 15.123.394 $ | +756.585 $ | +5,3 % | 14.366.809 $ | +3.682.312 $ | +34,5 % | |||
| Upper Left Wealth Management, LLC | 9.278.202 $ | -4.099.613 $ | -30,6 % | 13.377.815 $ | -646.678 $ | -4,6 % | 14.024.493 $ | -1.069.556 $ | -7,1 % | 15.094.049 $ | +345.898 $ | +2,3 % |
| Apollon Wealth Management, LLC | 11.904.591 $ | -2.939.245 $ | -19,8 % | 14.843.836 $ | +465.072 $ | +3,2 % | 14.378.764 $ | +1.925.416 $ | +15,5 % | |||
| RFG Advisory, LLC | 10.879.960 $ | -3.955.865 $ | -26,7 % | 14.835.825 $ | +5.648.286 $ | +61,5 % | 9.187.539 $ | +940.590 $ | +11,4 % | |||
| Well Done, LLC | 4.803.697 $ | +182.938 $ | +4,0 % | 4.620.759 $ | -10.171.608 $ | -68,8 % | 14.792.367 $ | +1.341.036 $ | +10,0 % | 13.451.331 $ | +1.954.325 $ | +17,0 % |
| Stonebridge Financial Group, LLC | 12.985.977 $ | +508.101 $ | +4,1 % | 12.477.876 $ | -2.170.525 $ | -14,8 % | 14.648.401 $ | +982.620 $ | +7,2 % | 13.665.781 $ | +1.314.092 $ | +10,6 % |
| DWM Financial Group, Inc. | 14.591.627 $ | |||||||||||
| Beacon Harbor Wealth Advisors, Inc. | 14.560.814 $ | +820.843 $ | +6,0 % | 13.739.971 $ | +815.437 $ | +6,3 % | ||||||
| Sharkey, Howes & Javer | 7.843.299 $ | -65.006 $ | -0,8 % | 7.908.305 $ | -6.462.438 $ | -45,0 % | 14.370.743 $ | +1.451.521 $ | +11,2 % | |||
| Icon Wealth Advisors, LLC | 6.299.205 $ | -8.000.985 $ | -56,0 % | 14.300.190 $ | +893.196 $ | +6,7 % | ||||||
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 9.060.294 $ | -1.575.064 $ | -14,8 % | 10.635.358 $ | -3.659.247 $ | -25,6 % | 14.294.605 $ | +1.025.650 $ | +7,7 % | |||
| Grove Bank & Trust | 14.246.377 $ | +2.420.151 $ | +20,5 % | 11.826.226 $ | -1.086.393 $ | -8,4 % | 12.912.619 $ | +1.126.491 $ | +9,6 % | 11.786.128 $ | +1.447.839 $ | +14,0 % |
| Spectrum Asset Management, Inc. (NB/CA) | 12.722.178 $ | +670.630 $ | +5,6 % | 12.051.548 $ | -2.082.793 $ | -14,7 % | 14.134.341 $ | +455.247 $ | +3,3 % | 13.679.094 $ | +2.012.971 $ | +17,3 % |
| Capital Analysts, LLC | 5.289.000 $ | -7.376.000 $ | -58,2 % | 12.665.000 $ | -1.455.000 $ | -10,3 % | 14.120.000 $ | +1.490.000 $ | +11,8 % | |||
| STEPHEN J. GARRY & ASSOCIATES, LLC | 12.121.545 $ | -1.993.576 $ | -14,1 % | 14.115.121 $ | +1.199.675 $ | +9,3 % | 12.915.446 $ | +1.267.079 $ | +10,9 % | |||
| Mesirow Financial Investment Management, Inc. | 12.153.863 $ | -1.889.398 $ | -13,5 % | 14.043.261 $ | +2.901.137 $ | +26,0 % | 11.142.124 $ | -2.446.875 $ | -18,0 % | |||
| Townsend & Associates, Inc | 9.727.760 $ | -1.716.253 $ | -15,0 % | 11.444.013 $ | -2.594.206 $ | -18,5 % | 14.038.219 $ | +1.082.952 $ | +8,4 % | |||
| NOMURA ASSET MANAGEMENT CO LTD | 9.106.369 $ | -4.756.576 $ | -34,3 % | 13.862.945 $ | +1.788.744 $ | +14,8 % | 12.074.201 $ | -521.115 $ | -4,1 % | |||
| Broussard Financial Group LLC | 10.806.991 $ | -3.043.121 $ | -22,0 % | 13.850.112 $ | +256.816 $ | +1,9 % | 13.593.296 $ | |||||
| Trek Financial, LLC | 6.505.949 $ | +2.590.411 $ | +66,2 % | 3.915.538 $ | -9.934.337 $ | -71,7 % | 13.849.875 $ | +1.373.750 $ | +11,0 % | |||
| Midwest Trust Co | 11.543.667 $ | -2.189.986 $ | -15,9 % | 13.733.653 $ | +1.844.277 $ | +15,5 % | 11.889.376 $ | +1.247.637 $ | +11,7 % | |||
| Braeburn Wealth Management LLC | 8.655.510 $ | +597.363 $ | +7,4 % | 8.058.147 $ | -1.314.746 $ | -14,0 % | 9.372.893 $ | -4.244.579 $ | -31,2 % | 13.617.472 $ | ||
| Patriot Financial Group Insurance Agency, LLC | 5.711.071 $ | +226.931 $ | +4,1 % | 5.484.140 $ | -8.115.774 $ | -59,7 % | 13.599.914 $ | +7.071.167 $ | +108,3 % | 6.528.747 $ | +473.410 $ | +7,8 % |
| BSW Wealth Partners | 10.837.498 $ | -2.699.823 $ | -19,9 % | 13.537.321 $ | +1.017.092 $ | +8,1 % | 12.520.229 $ | +1.289.489 $ | +11,5 % | |||
| TSFG, LLC | 5.504.000 $ | -7.195.000 $ | -56,7 % | 12.699.000 $ | -796.000 $ | -5,9 % | 13.495.000 $ | +2.594.000 $ | +23,8 % | |||
| KM Capital Management Ltd. | 3.076.957 $ | -10.405.065 $ | -77,2 % | 13.482.022 $ | +9.048.510 $ | +204,1 % | ||||||
| Morton Capital Management LLC/CA | 11.334.731 $ | -2.034.293 $ | -15,2 % | 13.369.024 $ | +195.376 $ | +1,5 % | 13.173.648 $ | +921.654 $ | +7,5 % | |||
| INDEPENDENT FINANCIAL GROUP, LLC | 10.186.357 $ | +680.884 $ | +7,2 % | 9.505.473 $ | -1.557.076 $ | -14,1 % | 11.062.549 $ | -2.265.129 $ | -17,0 % | 13.327.678 $ | +3.850.287 $ | +40,6 % |
| SteelPeak Wealth, LLC | 7.326.550 $ | +530.157 $ | +7,8 % | 6.796.393 $ | -387.679 $ | -5,4 % | 7.184.072 $ | -6.071.400 $ | -45,8 % | 13.255.472 $ | +1.930.779 $ | +17,0 % |
| Signet Investment Advisory Group, Inc. | 11.144.823 $ | -2.109.240 $ | -15,9 % | 13.254.063 $ | +683.346 $ | +5,4 % | 12.570.717 $ | -435.757 $ | -3,4 % | |||
| E Fund Management Co., Ltd. | 11.323.782 $ | -1.897.044 $ | -14,3 % | 13.220.826 $ | ||||||||
| Harbour Wealth Management Group, Inc. | 11.273.416 $ | -1.932.952 $ | -14,6 % | 13.206.368 $ | +67.461 $ | +0,5 % | 13.138.907 $ | |||||
| MinichMacGregor Wealth Management, LLC | 1.827.099 $ | +1.494.149 $ | +448,8 % | 332.950 $ | -12.838.187 $ | -97,5 % | 13.171.137 $ | +1.087.045 $ | +9,0 % | 12.084.092 $ | +1.032.512 $ | +9,3 % |
| Mutual Advisors, LLC | 5.178.701 $ | -769.046 $ | -12,9 % | 5.947.747 $ | -7.208.479 $ | -54,8 % | 13.156.226 $ | +2.295.814 $ | +21,1 % | |||
| Harvest Fund Management Co., Ltd | 8.927.000 $ | -4.227.000 $ | -32,1 % | 13.154.000 $ | +3.121.000 $ | +31,1 % | 10.033.000 $ | +1.281.000 $ | +14,6 % | |||
| SAPIENT CAPITAL LLC | 12.870.255 $ | +876.322 $ | +7,3 % | 11.993.933 $ | -1.027.563 $ | -7,9 % | 13.021.496 $ | -26.447 $ | -0,2 % | 13.047.943 $ | +1.529.980 $ | +13,3 % |
| U.S. Capital Wealth Advisors, LLC | 9.099.632 $ | -3.901.211 $ | -30,0 % | 13.000.843 $ | -1.645.561 $ | -11,2 % | ||||||
| Parkside Investments, LLC | 12.250.376 $ | +781.540 $ | +6,8 % | 11.468.836 $ | -1.464.677 $ | -11,3 % | 12.933.513 $ | +1.813.385 $ | +16,3 % | 11.120.128 $ | +2.891.515 $ | +35,1 % |
| Wills Financial Group LLC | 10.958.842 $ | -1.940.797 $ | -15,0 % | 12.899.639 $ | +956.772 $ | +8,0 % | 11.942.867 $ | +2.188.703 $ | +22,4 % | |||
| FLPUTNAM INVESTMENT MANAGEMENT CO | 11.440.598 $ | -1.452.893 $ | -11,3 % | 12.893.491 $ | +2.271.744 $ | +21,4 % | 10.621.747 $ | +2.538.383 $ | +31,4 % | |||
| Myriad Asset Management US LP | 12.854.000 $ | +1.021.346 $ | +8,6 % | 11.832.654 $ | -14.762.838 $ | -55,5 % | ||||||
| MA Private Wealth | 6.267.481 $ | -1.426.947 $ | -18,5 % | 7.694.428 $ | -5.029.132 $ | -39,5 % | 12.723.560 $ | +1.243.510 $ | +10,8 % | |||
| Marino Management, LLC | 11.290.149 $ | -1.405.102 $ | -11,1 % | 12.695.251 $ | +481.322 $ | +3,9 % | 12.213.929 $ | |||||
| Old Port Advisors | 11.038.807 $ | -1.491.903 $ | -11,9 % | 12.530.710 $ | +768.609 $ | +6,5 % | 11.762.101 $ | +523.721 $ | +4,7 % | |||
| DSG Capital Advisors, LLC | 10.799.069 $ | -1.673.543 $ | -13,4 % | 12.472.612 $ | +215.547 $ | +1,8 % | 12.257.065 $ | +1.601.136 $ | +15,0 % | |||
| Spire Wealth Management | 10.193.287 $ | -2.197.516 $ | -17,7 % | 12.390.803 $ | +532.285 $ | +4,5 % | 11.858.518 $ | +3.776.172 $ | +46,7 % | |||
| SEEDS INVESTOR LLC | 12.297.294 $ | -90.694 $ | -0,7 % | 12.387.988 $ | +2.040.112 $ | +19,7 % | 10.347.876 $ | +1.617.877 $ | +18,5 % | |||
| Triad Wealth Partners, LLC | 7.233.238 $ | +228.499 $ | +3,3 % | 7.004.739 $ | -5.347.699 $ | -43,3 % | 12.352.438 $ | +2.831.950 $ | +29,7 % | |||
| WEALTH ALLIANCE, LLC | 7.605.352 $ | -1.300.642 $ | -14,6 % | 8.905.994 $ | -3.065.266 $ | -25,6 % | 11.971.260 $ | +1.006.654 $ | +9,2 % | |||
| LifePlan Financial, LLC | 10.209.805 $ | +308.254 $ | +3,1 % | 9.901.551 $ | -2.040.206 $ | -17,1 % | 11.941.757 $ | +447.314 $ | +3,9 % | 11.494.443 $ | +394.944 $ | +3,6 % |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 9.515.090 $ | -2.258.149 $ | -19,2 % | 11.773.239 $ | -145.439 $ | -1,2 % | 11.918.678 $ | +778.756 $ | +7,0 % | |||
| Security Financial Services, INC. | 4.053.754 $ | -99.993 $ | -2,4 % | 4.153.747 $ | -7.697.073 $ | -64,9 % | 11.850.820 $ | +440.630 $ | +3,9 % | |||
| Walleye Trading LLC | 6.073.722 $ | -5.766.166 $ | -48,7 % | 11.839.888 $ | +1.583.734 $ | +15,4 % | 10.256.154 $ | +2.884.553 $ | +39,1 % | |||
| LifeWealth Investments, LLC | 11.824.853 $ | +1.416.512 $ | +13,6 % | 10.408.341 $ | -445.968 $ | -4,1 % | 10.854.309 $ | +1.723.125 $ | +18,9 % | 9.131.184 $ | -7.967.519 $ | -46,6 % |
| Tennessee Valley Asset Management Partners | 3.894.216 $ | -474.684 $ | -10,9 % | 4.368.900 $ | -7.403.031 $ | -62,9 % | 11.771.931 $ | +1.325.712 $ | +12,7 % | |||
| Highland Financial Advisors, LLC | 9.946.582 $ | +618.228 $ | +6,6 % | 9.328.354 $ | -2.438.538 $ | -20,7 % | 11.766.892 $ | +1.719.264 $ | +17,1 % | 10.047.628 $ | +1.024.148 $ | +11,3 % |
| SBI Securities Co., Ltd. | 9.740.035 $ | -1.984.804 $ | -16,9 % | 11.724.839 $ | +2.216.504 $ | +23,3 % | 9.508.335 $ | +326.216 $ | +3,6 % | |||
| Silverleafe Capital Partners, LLC | 9.248.543 $ | +441.192 $ | +5,0 % | 8.807.351 $ | -2.898.729 $ | -24,8 % | 11.706.080 $ | +1.643.337 $ | +16,3 % | 10.062.743 $ | +1.384.978 $ | +16,0 % |
| LaSalle St. Investment Advisors, LLC | 11.672.420 $ | +1.562.582 $ | +15,5 % | 10.109.838 $ | +1.508.838 $ | +17,5 % | 8.601.000 $ | +4.172.000 $ | +94,2 % | |||
| Global Retirement Partners, LLC | 8.640.806 $ | -3.023.874 $ | -25,9 % | 11.664.680 $ | +4.954.468 $ | +73,8 % | ||||||
| CAPE ANN SAVINGS BANK | 9.280.557 $ | -2.339.372 $ | -20,1 % | 11.619.929 $ | -21.148 $ | -0,2 % | 11.641.077 $ | +853.070 $ | +7,9 % | |||
| Bigelow Investment Advisors, LLC | 9.991.489 $ | +408.968 $ | +4,3 % | 9.582.521 $ | -1.969.789 $ | -17,1 % | 11.552.310 $ | -85.033 $ | -0,7 % | 11.637.343 $ | +1.269.510 $ | +12,2 % |
| Stablepoint Partners, LLC | 9.064.069 $ | -1.322.501 $ | -12,7 % | 10.386.570 $ | -1.235.594 $ | -10,6 % | 11.622.164 $ | +860.500 $ | +8,0 % | |||
| Brookwood Investment Group LLC | 11.604.754 $ | +5.880.878 $ | +102,7 % | 5.723.876 $ | +1.405.179 $ | +32,5 % | 4.318.697 $ | +1.090.162 $ | +33,8 % | |||
| Ballentine Partners, LLC | 5.843.115 $ | -3.032.040 $ | -34,2 % | 8.875.155 $ | -2.722.739 $ | -23,5 % | 11.597.894 $ | +60.793 $ | +0,5 % | |||
| JNBA Financial Advisors | 9.727.403 $ | -1.799.404 $ | -15,6 % | 11.526.807 $ | -57.265 $ | -0,5 % | 11.584.072 $ | +902.839 $ | +8,5 % | |||
| Jump Financial, LLC | 11.563.979 $ | +5.234.635 $ | +82,7 % | 6.329.344 $ | +4.338.374 $ | +217,9 % | 1.990.970 $ | |||||
| Vernal Point Advisors, LLC | 9.801.727 $ | -1.642.058 $ | -14,3 % | 11.443.785 $ | +4.574.449 $ | +66,6 % | 6.869.336 $ | +710.884 $ | +11,5 % | |||
| MFA WEALTH ADVISORS, LLC | 1.272.171 $ | -474.224 $ | -27,2 % | 1.746.395 $ | -9.633.033 $ | -84,7 % | 11.379.428 $ | +25.044 $ | +0,2 % | 11.354.384 $ | +1.418.805 $ | +14,3 % |
| IHT Wealth Management, LLC | 6.365.010 $ | -5.011.479 $ | -44,1 % | 11.376.489 $ | +4.159.171 $ | +57,6 % | 7.217.318 $ | +1.104.536 $ | +18,1 % | |||
| Impact Investors, Inc | 8.543.881 $ | -2.587.817 $ | -23,2 % | 11.131.698 $ | -229.504 $ | -2,0 % | 11.361.202 $ | +446.430 $ | +4,1 % | |||
| Roehl & Yi Investment Advisors, LLC | 9.756.527 $ | -1.576.297 $ | -13,9 % | 11.332.824 $ | +821.367 $ | +7,8 % | 10.511.457 $ | +1.015.338 $ | +10,7 % | |||
| WHITTIER TRUST CO OF NEVADA INC | 9.923.012 $ | -1.313.321 $ | -11,7 % | 11.236.333 $ | +861.498 $ | +8,3 % | 10.374.835 $ | +2.799.128 $ | +36,9 % | |||
| Omnia Family Wealth, LLC | 9.500.366 $ | -1.661.307 $ | -14,9 % | 11.161.673 $ | +867.369 $ | +8,4 % | 10.294.304 $ | +972.758 $ | +10,4 % | |||
| Gerber Kawasaki Wealth & Investment Management | 8.267.528 $ | -2.886.473 $ | -25,9 % | 11.154.001 $ | +9.276.728 $ | +494,2 % | 1.877.273 $ | -7.722.632 $ | -80,4 % | |||
| Ariston Services Group | 9.792.803 $ | +323.925 $ | +3,4 % | 9.468.878 $ | -1.586.298 $ | -14,3 % | 11.055.176 $ | +751.456 $ | +7,3 % | 10.303.720 $ | +1.028.674 $ | +11,1 % |
| Resona Asset Management Co.,Ltd. | 5.734.833 $ | -960.743 $ | -14,3 % | 6.695.576 $ | -4.311.725 $ | -39,2 % | 11.007.301 $ | +1.139.107 $ | +11,5 % | |||
| AVAII WEALTH MANAGEMENT, LLC | 10.980.903 $ | +1.042.193 $ | +10,5 % | 9.938.710 $ | -621.105 $ | -5,9 % | 10.559.815 $ | +335.065 $ | +3,3 % | 10.224.750 $ | +328.459 $ | +3,3 % |
| Encompass More Asset Management | 10.963.128 $ | +6.963.390 $ | +174,1 % | 3.999.738 $ | ||||||||
| Strategic Blueprint, LLC | 6.252.117 $ | -967.881 $ | -13,4 % | 7.219.998 $ | -3.721.842 $ | -34,0 % | 10.941.840 $ | +977.371 $ | +9,8 % | |||
| CLEAR WAVE WEALTH MANAGEMENT LLC | 10.893.526 $ | -141 $ | -0,0 % | 10.893.667 $ | ||||||||
| Diversify Advisory Services, LLC | 10.833.190 $ | +1.275.646 $ | +13,3 % | 9.557.544 $ | +415.853 $ | +4,5 % | 9.141.691 $ | +840.847 $ | +10,1 % | |||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 10.833.190 $ | +1.275.646 $ | +13,3 % | 9.557.544 $ | -560.795 $ | -5,5 % | 10.118.339 $ | +5.454.816 $ | +117,0 % | 4.663.523 $ | +4.461.309 $ | +2.206,2 % |
| Kelly Financial Services LLC | 4.551.302 $ | +512.671 $ | +12,7 % | 4.038.631 $ | -234.567 $ | -5,5 % | 4.273.198 $ | -6.492.946 $ | -60,3 % | 10.766.144 $ | +892.379 $ | +9,0 % |
| MERIDIAN INVESTMENT COUNSEL INC. | 8.622.631 $ | -282.490 $ | -3,2 % | 8.905.121 $ | -1.847.754 $ | -17,2 % | 10.752.875 $ | +765.150 $ | +7,7 % | 9.987.725 $ | +892.712 $ | +9,8 % |
| MBA Advisors LLC | 9.935.304 $ | -796.413 $ | -7,4 % | 10.731.717 $ | +751.378 $ | +7,5 % | 9.980.339 $ | +1.220.432 $ | +13,9 % | |||
| Oasis Advisors, LLC | 1.180.901 $ | -9.539.536 $ | -89,0 % | 10.720.437 $ | ||||||||
| FIDUCIARY FINANCIAL GROUP, LLC | 10.658.463 $ | +1.163.534 $ | +12,3 % | 9.494.929 $ | +312.624 $ | +3,4 % | 9.182.305 $ | +912.137 $ | +11,0 % | 8.270.168 $ | +955.983 $ | +13,1 % |
| Exit Wealth Advisors, LLC. | 8.485.210 $ | -2.115.325 $ | -20,0 % | 10.600.535 $ | +1.286.277 $ | +13,8 % | 9.314.258 $ | +1.430.211 $ | +18,1 % | |||
| Compound Planning, Inc. | 8.812.006 $ | -1.775.499 $ | -16,8 % | 10.587.505 $ | +168.783 $ | +1,6 % | 10.418.722 $ | +1.292.678 $ | +14,2 % | |||
| Global Wealth Strategies & Associates | 10.259.216 $ | +720.944 $ | +7,6 % | 9.538.272 $ | -1.037.081 $ | -9,8 % | 10.575.353 $ | +1.203.517 $ | +12,8 % | 9.371.836 $ | +929.570 $ | +11,0 % |
| VestGen Advisors, LLC | 9.796.894 $ | -765.451 $ | -7,2 % | 10.562.345 $ | +5.052.201 $ | +91,7 % | 5.510.144 $ | -1.360.799 $ | -19,8 % | |||
| Waterloo Capital, L.P. | 10.523.753 $ | +906.026 $ | +9,4 % | 9.617.727 $ | +2.624.444 $ | +37,5 % | 6.993.283 $ | +632.603 $ | +9,9 % | |||
| SFM, LLC d/b/a Sweeney Financial Advisors | 9.259.081 $ | +132.916 $ | +1,5 % | 9.126.165 $ | -1.379.616 $ | -13,1 % | 10.505.781 $ | +488.471 $ | +4,9 % | 10.017.310 $ | +975.835 $ | +10,8 % |
| Rakuten Investment Management, Inc. | 10.473.878 $ | +5.236.939 $ | +100,0 % | 5.236.939 $ | +0 $ | +0,0 % | ||||||
| WEALTHSPAN PARTNERS, LLC | 8.925.817 $ | -1.511.541 $ | -14,5 % | 10.437.358 $ | +831.037 $ | +8,7 % | 9.606.321 $ | +907.601 $ | +10,4 % | |||
| Stone House Investment Management, LLC | 4.115.761 $ | +65.008 $ | +1,6 % | 4.050.753 $ | -6.359.764 $ | -61,1 % | 10.410.517 $ | +813.117 $ | +8,5 % | |||
| MorganRosel Wealth Management, LLC | 5.373.225 $ | -5.014.800 $ | -48,3 % | 10.388.025 $ | +830.438 $ | +8,7 % | ||||||
| XCELSIOR ADVISOR PARTNERS LLC | 10.357.480 $ | +4.047.604 $ | +64,1 % | 6.309.876 $ | -252.394 $ | -3,8 % | 6.562.270 $ | |||||
| Baker Avenue Asset Management, LP | 8.102.743 $ | -2.223.626 $ | -21,5 % | 10.326.369 $ | +240.697 $ | +2,4 % | 10.085.672 $ | +1.232.787 $ | +13,9 % | |||
| Lido Advisors, LLC | 8.920.081 $ | -1.329.436 $ | -13,0 % | 10.249.517 $ | +2.716.619 $ | +36,1 % | 7.532.898 $ | +92.117 $ | +1,2 % | |||
| Stonehage Fleming Financial Services Holdings Ltd | 9.001.823 $ | -1.243.193 $ | -12,1 % | 10.245.016 $ | +3.030.628 $ | +42,0 % | 7.214.388 $ | -987.167 $ | -12,0 % | |||
| FLOW TRADERS U.S. LLC | 10.222.000 $ | +9.221.000 $ | +921,2 % | 1.001.000 $ | -6.315.000 $ | -86,3 % | 7.316.000 $ | |||||
| Southeast Asset Advisors, LLC | 8.739.527 $ | -1.464.111 $ | -14,3 % | 10.203.638 $ | +818.763 $ | +8,7 % | 9.384.875 $ | +973.391 $ | +11,6 % | |||
| DEBUSSY CAPITAL MANAGEMENT LP | 10.155.591 $ | +397.983 $ | +4,1 % | 9.757.608 $ | +935.046 $ | +10,6 % | ||||||
| Arkadios Wealth Advisors | 2.851.503 $ | -7.301.901 $ | -71,9 % | 10.153.404 $ | +840.572 $ | +9,0 % | 9.312.832 $ | +2.611.770 $ | +39,0 % | |||
| NorthRock Partners, LLC | 3.917.534 $ | -206.414 $ | -5,0 % | 4.123.948 $ | -6.022.058 $ | -59,4 % | 10.146.006 $ | +3.160.450 $ | +45,2 % | |||
| PRINCIPAL SECURITIES, INC. | 6.637.488 $ | -2.723.931 $ | -29,1 % | 9.361.419 $ | -781.848 $ | -7,7 % | 10.143.267 $ | +1.821.088 $ | +21,9 % | |||
| Pettinga Financial Advisors LLC | 6.083.053 $ | +2.238.687 $ | +58,2 % | 3.844.366 $ | -574.478 $ | -13,0 % | 4.418.844 $ | -5.709.387 $ | -56,4 % | 10.128.231 $ | +632.109 $ | +6,7 % |
| Nicht ausgewiesen | 6.558.703 $ | -3.516.777 $ | -34,9 % | 10.075.480 $ | +2.042.716 $ | +25,4 % | 8.032.764 $ | -3.157.881 $ | -28,2 % | |||
| FineMark National Bank & Trust | 10.030.258 $ | +727.706 $ | +7,8 % | |||||||||
| High Falls Advisors, Inc | 9.976.136 $ | +881.544 $ | +9,7 % | |||||||||
| AssuredPartners Investment Advisors, LLC | 1.231.229 $ | -535.581 $ | -30,3 % | 1.766.810 $ | -8.186.354 $ | -82,2 % | 9.953.164 $ | +1.103.677 $ | +12,5 % | |||
| B. Riley Wealth Advisors, Inc. | 9.916.954 $ | +8.013.133 $ | +420,9 % | 1.903.821 $ | -178.422 $ | -8,6 % | 2.082.243 $ | -5.491.165 $ | -72,5 % | 7.573.408 $ | +813.622 $ | +12,0 % |
| Plum Street Advisors, LLC | 8.274.304 $ | -1.614.620 $ | -16,3 % | 9.888.924 $ | +275.151 $ | +2,9 % | 9.613.773 $ | +548.783 $ | +6,1 % | |||
| Vise Technologies, Inc. | 9.811.405 $ | +3.986.392 $ | +68,4 % | 5.825.013 $ | +0 $ | +0,0 % | 5.825.013 $ | +2.467.730 $ | +73,5 % | |||
| Cauble & Harre Wealth Management, Inc. | 7.545.790 $ | -2.218.786 $ | -22,7 % | 9.764.576 $ | +500.075 $ | +5,4 % | 9.264.501 $ | |||||
| ABLE Financial Group, LLC | 9.401.366 $ | +1.137.703 $ | +13,8 % | 8.263.663 $ | -490.096 $ | -5,6 % | 8.753.759 $ | -903.117 $ | -9,4 % | 9.656.876 $ | +983.565 $ | +11,3 % |
| CPR Investments Inc. | 7.510.505 $ | -2.126.406 $ | -22,1 % | 9.636.911 $ | +3.957.997 $ | +69,7 % | 5.678.914 $ | +741.770 $ | +15,0 % | |||
| Chandler Asset Management, Inc. | 9.255.638 $ | -371.434 $ | -3,9 % | 9.627.072 $ | ||||||||
| Towneley Capital Management, Inc / DE | 8.671.885 $ | +259.289 $ | +3,1 % | 8.412.596 $ | -1.196.523 $ | -12,5 % | 9.609.119 $ | +951.741 $ | +11,0 % | 8.657.378 $ | +726.295 $ | +9,2 % |
| CAMDEN NATIONAL BANK | 9.583.201 $ | +1.748.246 $ | +22,3 % | 7.834.955 $ | +507.252 $ | +6,9 % | 7.327.703 $ | +576.757 $ | +8,5 % | |||
| Prairie Wealth Advisors, Inc. | 8.498.849 $ | -1.047.276 $ | -11,0 % | 9.546.125 $ | +644.785 $ | +7,2 % | ||||||
| Deane Retirement Strategies, Inc. | 9.525.034 $ | +189.643 $ | +2,0 % | 9.335.391 $ | +1.363.405 $ | +17,1 % | 7.971.986 $ | +1.417.065 $ | +21,6 % | 6.554.921 $ | +879.064 $ | +15,5 % |
| Callan Family Office, LLC | 8.348.838 $ | -1.155.514 $ | -12,2 % | 9.504.352 $ | +869.163 $ | +10,1 % | 8.635.189 $ | -140.800 $ | -1,6 % | |||
| Raub Brock Capital Management LP | 8.070.066 $ | +228.506 $ | +2,9 % | 7.841.560 $ | -1.634.804 $ | -17,3 % | 9.476.364 $ | +618.704 $ | +7,0 % | 8.857.660 $ | +861.210 $ | +10,8 % |
| Stokes Family Office, LLC | 2.071.054 $ | -1.914.682 $ | -48,0 % | 3.985.736 $ | -5.485.668 $ | -57,9 % | 9.471.404 $ | +873.928 $ | +10,2 % | |||
| Rehmann Capital Advisory Group | 6.575.089 $ | -2.788.098 $ | -29,8 % | 9.363.187 $ | -97.967 $ | -1,0 % | 9.461.154 $ | +330.648 $ | +3,6 % | |||
| GFS Advisors, LLC | 9.457.308 $ | +992.647 $ | +11,7 % | 8.464.661 $ | -29.130 $ | -0,3 % | 8.493.791 $ | -934.217 $ | -9,9 % | |||
| SMITH, MOORE & CO. | 8.070.227 $ | -1.362.837 $ | -14,4 % | 9.433.064 $ | +8.603.357 $ | +1.036,9 % | 829.707 $ | +116.764 $ | +16,4 % | |||
| Clear Creek Financial Management, LLC | 8.570.838 $ | -855.758 $ | -9,1 % | 9.426.596 $ | -4.709 $ | -0,0 % | 9.431.305 $ | +1.261.563 $ | +15,4 % | |||
| Rathbones Group PLC | 3.831.377 $ | -5.536.503 $ | -59,1 % | 9.367.880 $ | +532.040 $ | +6,0 % | 8.835.840 $ | +4.522.763 $ | +104,9 % | |||
| Accretive Wealth Partners, LLC | 7.882.262 $ | -1.412.447 $ | -15,2 % | 9.294.709 $ | +768.775 $ | +9,0 % | 8.525.934 $ | +833.781 $ | +10,8 % | |||
| Ackerman Capital Advisors, LLC | 7.949.315 $ | -1.333.845 $ | -14,4 % | 9.283.160 $ | +696.429 $ | +8,1 % | 8.586.731 $ | +1.081.670 $ | +14,4 % | |||
| Wealth Care LLC | 7.821.555 $ | -1.448.464 $ | -15,6 % | 9.270.019 $ | ||||||||
| Pekin Hardy Strauss, Inc. | 7.915.713 $ | -1.324.866 $ | -14,3 % | 9.240.579 $ | +590.617 $ | +6,8 % | 8.649.962 $ | +1.681.798 $ | +24,1 % | |||
| INSIGNEO ADVISORY SERVICES, LLC | 9.190.299 $ | +2.578.537 $ | +39,0 % | 6.611.762 $ | +1.315.876 $ | +24,8 % | 5.295.886 $ | +779.834 $ | +17,3 % | |||
| RWA WEALTH PARTNERS, LLC | 3.533.699 $ | +1.424.227 $ | +67,5 % | 2.109.472 $ | -7.042.183 $ | -76,9 % | 9.151.655 $ | +693.307 $ | +8,2 % | |||
| WealthCare Investment Partners, LLC | 7.139.621 $ | -1.788.830 $ | -20,0 % | 8.928.451 $ | -144.854 $ | -1,6 % | 9.073.305 $ | +685.400 $ | +8,2 % | |||
| PATTON FUND MANAGEMENT, INC. | 8.750.558 $ | +825.784 $ | +10,4 % | 7.924.774 $ | -420.275 $ | -5,0 % | 8.345.049 $ | -680.162 $ | -7,5 % | 9.025.211 $ | +414.482 $ | +4,8 % |
| Midwest Capital Advisors, LLC | 3.345.622 $ | -821.084 $ | -19,7 % | 4.166.706 $ | -4.827.336 $ | -53,7 % | 8.994.042 $ | +1.430.983 $ | +18,9 % | |||
| LIFELONG WEALTH ADVISORS, INC. | 8.162.309 $ | +544.181 $ | +7,1 % | 7.618.128 $ | -378.777 $ | -4,7 % | 7.996.905 $ | -936.584 $ | -10,5 % | 8.933.489 $ | +749.338 $ | +9,2 % |
| Bauman Advisory Group, LLC | 5.577.914 $ | -3.338.377 $ | -37,4 % | 8.916.291 $ | +4.137.351 $ | +86,6 % | 4.778.940 $ | |||||
| Maltin Wealth Management, Inc. | 8.914.352 $ | +1.139.593 $ | +14,7 % | 7.774.759 $ | -1.123.168 $ | -12,6 % | 8.897.927 $ | +329.597 $ | +3,8 % | 8.568.330 $ | -896.085 $ | -9,5 % |
| Buttonwood Financial Group, LLC | 5.129.563 $ | +2.233.433 $ | +77,1 % | 2.896.130 $ | -281.307 $ | -8,9 % | 3.177.437 $ | -5.715.668 $ | -64,3 % | 8.893.105 $ | -1.574.911 $ | -15,0 % |
| Battery Global Advisors, LLC | 7.742.917 $ | -1.143.975 $ | -12,9 % | 8.886.892 $ | +8.527.965 $ | +2.376,0 % | 358.927 $ | -7.741.545 $ | -95,6 % | |||
| Ameritas Advisory Services, LLC | 8.828.344 $ | +4.149.538 $ | +88,7 % | 4.678.806 $ | +160.497 $ | +3,6 % | 4.518.309 $ | -1.123.938 $ | -19,9 % | |||
| AdvisorNet Financial, Inc | 7.582.855 $ | +15.122 $ | +0,2 % | 7.567.733 $ | -1.255.433 $ | -14,2 % | 8.823.166 $ | +658.744 $ | +8,1 % | 8.164.422 $ | +920.532 $ | +12,7 % |
| DCF Advisers, LLC | 7.551.000 $ | -1.265.000 $ | -14,3 % | 8.816.000 $ | +699.000 $ | +8,6 % | 8.117.000 $ | +840.000 $ | +11,5 % | |||
| Bull Oak Capital, LLC | 7.375.062 $ | -1.431.769 $ | -16,3 % | 8.806.831 $ | +1.125.146 $ | +14,6 % | 7.681.685 $ | +703.842 $ | +10,1 % | |||
| BESSEMER GROUP INC | 7.235.000 $ | -1.542.000 $ | -17,6 % | 8.777.000 $ | +1.298.000 $ | +17,4 % | 7.479.000 $ | +751.000 $ | +11,2 % | |||
| Crescent Grove Advisors, LLC | 7.549.458 $ | +265.310 $ | +3,6 % | 7.284.148 $ | -1.480.543 $ | -16,9 % | 8.764.691 $ | +1.018.394 $ | +13,1 % | 7.746.297 $ | +873.898 $ | +12,7 % |
| Quantinno Capital Management LP | 8.701.871 $ | +57.908 $ | +0,7 % | 8.643.963 $ | +3.286.437 $ | +61,3 % | 5.357.526 $ | +1.148.293 $ | +27,3 % | |||
| Summit Place Financial Advisors, LLC | 7.594.494 $ | -1.067.579 $ | -12,3 % | 8.662.073 $ | +220.149 $ | +2,6 % | 8.441.924 $ | +490.710 $ | +6,2 % | |||
| Wellspring Financial Advisors, LLC | 7.403.227 $ | -1.235.219 $ | -14,3 % | 8.638.446 $ | +434.942 $ | +5,3 % | 8.203.504 $ | +727.551 $ | +9,7 % | |||
| CAPITAL ADVISORS INC/OK | 7.895.854 $ | -718.877 $ | -8,3 % | 8.614.731 $ | +610.314 $ | +7,6 % | 8.004.417 $ | +1.440.854 $ | +22,0 % | |||
| Bleakley Financial Group, LLC | 8.597.720 $ | +6.235.649 $ | +264,0 % | 2.362.071 $ | +204.816 $ | +9,5 % | 2.157.255 $ | +252.209 $ | +13,2 % | |||
| Apeiron RIA LLC | 6.776.971 $ | +785.844 $ | +13,1 % | 5.991.127 $ | -2.432.205 $ | -28,9 % | 8.423.332 $ | -58.809 $ | -0,7 % | 8.482.141 $ | +2.483.027 $ | +41,4 % |
| Sage Investment Advisers LLC | 8.455.731 $ | +1.302.367 $ | +18,2 % | 7.153.364 $ | -84.260 $ | -1,2 % | 7.237.624 $ | +920.163 $ | +14,6 % | 6.317.461 $ | ||
| Cranbrook Wealth Management, LLC | 6.886.794 $ | -1.302.595 $ | -15,9 % | 8.189.389 $ | -205.271 $ | -2,4 % | 8.394.660 $ | +79.572 $ | +1,0 % | |||
| KITCHING PARTNERS, LLC | 7.189.309 $ | -1.184.041 $ | -14,1 % | 8.373.350 $ | +343.770 $ | +4,3 % | 8.029.580 $ | +265.167 $ | +3,4 % | |||
| Blueprint Investment Partners LLC | 7.305.593 $ | -997.228 $ | -12,0 % | 8.302.821 $ | +693.539 $ | +9,1 % | 7.609.282 $ | +916.480 $ | +13,7 % | |||
| American Investment Services, Inc. | 6.751.723 $ | -1.286.393 $ | -16,0 % | 8.038.116 $ | -261.517 $ | -3,2 % | 8.299.633 $ | -1.030.136 $ | -11,0 % | |||
| ONE Advisory Partners, LLC | 3.194.904 $ | -175.717 $ | -5,2 % | 3.370.621 $ | -4.921.706 $ | -59,4 % | 8.292.327 $ | +67.558 $ | +0,8 % | |||
| Clearstead Advisors, LLC | 8.289.288 $ | +5.265.016 $ | +174,1 % | 3.024.272 $ | +208.212 $ | +7,4 % | 2.816.060 $ | +432.042 $ | +18,1 % | |||
| Independent Advisor Alliance | 5.061.751 $ | -1.582.984 $ | -23,8 % | 6.644.735 $ | -1.622.890 $ | -19,6 % | 8.267.625 $ | +2.685.537 $ | +48,1 % | |||
| True North Advisors, LLC | 6.615.884 $ | -1.648.602 $ | -19,9 % | 8.264.486 $ | +705.429 $ | +9,3 % | ||||||
| BOSTON RESEARCH & MANAGEMENT INC | 3.535.718 $ | -4.720.330 $ | -57,2 % | 8.256.048 $ | +633.751 $ | +8,3 % | 7.622.297 $ | +361.474 $ | +5,0 % | |||
| Keystone Financial Group | 3.692.252 $ | -945.698 $ | -20,4 % | 4.637.950 $ | -3.612.481 $ | -43,8 % | 8.250.431 $ | +2.052.462 $ | +33,1 % | |||
| Rochester Wealth Strategies, LLC | 7.313.446 $ | -77.800 $ | -1,1 % | 7.391.246 $ | -850.431 $ | -10,3 % | 8.241.677 $ | +188.730 $ | +2,3 % | |||
| BEACON FINANCIAL GROUP | 3.763.404 $ | +430.242 $ | +12,9 % | 3.333.162 $ | -612.438 $ | -15,5 % | 3.945.600 $ | -4.276.677 $ | -52,0 % | 8.222.277 $ | +992.286 $ | +13,7 % |
| CHOREO, LLC | 6.568.019 $ | -1.653.694 $ | -20,1 % | 8.221.713 $ | +447.987 $ | +5,8 % | 7.773.726 $ | +303.813 $ | +4,1 % | |||
| LARCH CAPITAL PARTNERS LLC | 7.163.936 $ | -1.018.370 $ | -12,4 % | 8.182.306 $ | ||||||||
| GREAT VALLEY ADVISOR GROUP, INC. | 6.346.083 $ | -1.731.450 $ | -21,4 % | 8.077.533 $ | -102.186 $ | -1,2 % | 8.179.719 $ | +1.717.619 $ | +26,6 % | |||
| Lineweaver Wealth Advisors, LLC | 4.422.955 $ | +228.682 $ | +5,5 % | 4.194.273 $ | -3.893.461 $ | -48,1 % | 8.087.734 $ | +381.514 $ | +5,0 % | 7.706.220 $ | +783.346 $ | +11,3 % |
| Palisades Hudson Asset Management, L.P. | 5.531.000 $ | -927.000 $ | -14,4 % | 6.458.000 $ | -1.589.000 $ | -19,7 % | 8.047.000 $ | -39.000 $ | -0,5 % | |||
| JMAC ENTERPRISES LLC | 7.506.826 $ | -512.824 $ | -6,4 % | 8.019.650 $ | +698.441 $ | +9,5 % | 7.321.209 $ | +1.010.668 $ | +16,0 % | |||
| Bensler, LLC | 2.052.662 $ | -5.957.728 $ | -74,4 % | 8.010.390 $ | +1.863.712 $ | +30,3 % | 6.146.678 $ | +861.026 $ | +16,3 % | |||
| D L CARLSON INVESTMENT GROUP INC | 4.560.736 $ | -3.445.347 $ | -43,0 % | 8.006.083 $ | +141.645 $ | +1,8 % | 7.864.438 $ | +821.394 $ | +11,7 % | |||
| MLG Wealth Management DBA Pine Grove Financial Group | 3.967.792 $ | +418.067 $ | +11,8 % | 3.549.725 $ | -102.920 $ | -2,8 % | 3.652.645 $ | -4.242.355 $ | -53,7 % | 7.895.000 $ | ||
| TABLEAUX LLC | 7.336.514 $ | -538.320 $ | -6,8 % | 7.874.834 $ | +3.012.821 $ | +62,0 % | 4.862.013 $ | -2.812.962 $ | -36,7 % | |||
| Kovack Advisors, Inc. | 3.845.014 $ | -192.525 $ | -4,8 % | 4.037.539 $ | -3.814.636 $ | -48,6 % | 7.852.175 $ | +7.317.315 $ | +1.368,1 % | |||
| Pacific Capital Wealth Advisors, Inc. | 6.376.668 $ | -1.456.436 $ | -18,6 % | 7.833.104 $ | +879.108 $ | +12,6 % | 6.953.996 $ | +40.046 $ | +0,6 % | |||
| Kure Advisory, LLC | 7.503.841 $ | +877.687 $ | +13,2 % | 6.626.154 $ | -1.148.500 $ | -14,8 % | 7.774.654 $ | +205.308 $ | +2,7 % | 7.569.346 $ | +843.433 $ | +12,5 % |
| BECK CAPITAL MANAGEMENT, LLC | 6.483.924 $ | -1.279.463 $ | -16,5 % | 7.763.387 $ | +1.554.054 $ | +25,0 % | ||||||
| RiverGlades Family Offices LLC | 7.490.836 $ | -270.683 $ | -3,5 % | 7.761.519 $ | +1.321.374 $ | +20,5 % | ||||||
| TriaGen Wealth Management LLC | 7.090.806 $ | +358.712 $ | +5,3 % | 6.732.094 $ | -1.029.160 $ | -13,3 % | 7.761.254 $ | +538.585 $ | +7,5 % | 7.222.669 $ | +805.883 $ | +12,6 % |
| Madden Advisory Services, Inc. | 6.686.788 $ | -1.056.393 $ | -13,6 % | 7.743.181 $ | +456.469 $ | +6,3 % | 7.286.712 $ | +434.107 $ | +6,3 % | |||
| WELCH & FORBES LLC | 6.560.542 $ | -1.099.065 $ | -14,3 % | 7.659.607 $ | +607.311 $ | +8,6 % | 7.052.296 $ | +729.814 $ | +11,5 % | |||
| STABLEFORD CAPITAL II LLC | 5.658.736 $ | +2.167.682 $ | +62,1 % | 3.491.054 $ | -616.056 $ | -15,0 % | 4.107.110 $ | -3.548.588 $ | -46,4 % | 7.655.698 $ | +569.646 $ | +8,0 % |
| Inscription Capital, LLC | 6.511.907 $ | -1.074.349 $ | -14,2 % | 7.586.256 $ | +225.923 $ | +3,1 % | 7.360.333 $ | +841.014 $ | +12,9 % | |||
| Blueprint Financial Advisors LLC | 6.532.672 $ | -1.016.028 $ | -13,5 % | 7.548.700 $ | +402.818 $ | +5,6 % | 7.145.882 $ | +721.164 $ | +11,2 % | |||
| Leslie Global Wealth, LLC | 6.585.227 $ | -226.808 $ | -3,3 % | 6.812.035 $ | -728.983 $ | -9,7 % | 7.541.018 $ | +596.286 $ | +8,6 % | |||
| Systelligence, LLC | 3.304.318 $ | +178.429 $ | +5,7 % | 3.125.889 $ | -4.373.164 $ | -58,3 % | 7.499.053 $ | +2.814.994 $ | +60,1 % | |||
| Argent Trust Co | 5.833.380 $ | -1.658.812 $ | -22,1 % | 7.492.192 $ | +636.005 $ | +9,3 % | 6.856.187 $ | +898.439 $ | +15,1 % | |||
| CITIZENS FINANCIAL GROUP INC/RI | 6.225.795 $ | -683.345 $ | -9,9 % | 6.909.140 $ | -575.903 $ | -7,7 % | 7.485.043 $ | +1.087.101 $ | +17,0 % | |||
| Insight Wealth Partners, LLC | 4.028.610 $ | -621.566 $ | -13,4 % | 4.650.176 $ | -2.800.337 $ | -37,6 % | 7.450.513 $ | +956.300 $ | +14,7 % | |||
| Hilltop National Bank | 7.426.998 $ | +1.850.132 $ | +33,2 % | 5.576.866 $ | -1.050.298 $ | -15,8 % | 6.627.164 $ | +584.869 $ | +9,7 % | 6.042.295 $ | +679.874 $ | +12,7 % |
| NavPoint Financial, Inc. | 6.247.907 $ | +207.752 $ | +3,4 % | 6.040.155 $ | -1.360.988 $ | -18,4 % | 7.401.143 $ | +563.796 $ | +8,2 % | 6.837.347 $ | +1.199.397 $ | +21,3 % |
| NOTTINGHAM ADVISORS, INC. | 5.932.268 $ | -1.148.479 $ | -16,2 % | 7.080.747 $ | -201.420 $ | -2,8 % | 7.282.167 $ | -1.263.287 $ | -14,8 % | |||
| Nicht ausgewiesen | 7.255.605 $ | +322.350 $ | +4,6 % | 6.933.255 $ | +539.169 $ | +8,4 % | 6.394.086 $ | +669.198 $ | +11,7 % | |||
| Tikvah Management LLC | 6.209.187 $ | -1.040.210 $ | -14,3 % | 7.249.397 $ | +574.788 $ | +8,6 % | 6.674.609 $ | +690.732 $ | +11,5 % | |||
| Aspect Partners, LLC | 7.239.854 $ | +651.202 $ | +9,9 % | 6.588.652 $ | -124.938 $ | -1,9 % | 6.713.590 $ | +770.380 $ | +13,0 % | 5.943.210 $ | +669.685 $ | +12,7 % |
| Choate Investment Advisors | 6.181.371 $ | -1.034.863 $ | -14,3 % | 7.216.234 $ | +2.191.469 $ | +43,6 % | 5.024.765 $ | +972.275 $ | +24,0 % | |||
| Argentarii, LLC | 7.209.487 $ | +709.098 $ | +10,9 % | 6.500.389 $ | +694.705 $ | +12,0 % | 5.805.684 $ | |||||
| Fearless Solutions, LLC dba Best Invest | 6.114.059 $ | +200.795 $ | +3,4 % | 5.913.264 $ | -1.269.484 $ | -17,7 % | 7.182.748 $ | +676.810 $ | +10,4 % | 6.505.938 $ | +1.418.878 $ | +27,9 % |
| DELTA FINANCIAL ADVISORS LLC | 6.129.222 $ | -1.026.813 $ | -14,3 % | 7.156.035 $ | +571.200 $ | +8,7 % | 6.584.835 $ | +739.803 $ | +12,7 % | |||
| Discipline Wealth Solutions, LLC | 4.023.344 $ | -1.944.010 $ | -32,6 % | 5.967.354 $ | -1.178.296 $ | -16,5 % | 7.145.650 $ | +864.987 $ | +13,8 % | 6.280.663 $ | +922.369 $ | +17,2 % |
| SCOTIA CAPITAL INC. | 3.833.703 $ | -3.298.623 $ | -46,2 % | 7.132.326 $ | +672.538 $ | +10,4 % | 6.459.788 $ | +990.584 $ | +18,1 % | |||
| Briaud Financial Planning Inc | 5.959.264 $ | -143.756 $ | -2,4 % | 6.103.020 $ | -1.022.424 $ | -14,3 % | 7.125.444 $ | +532.411 $ | +8,1 % | 6.593.033 $ | +259.278 $ | +4,1 % |
| Financial Sense Advisors, Inc. | 4.959.346 $ | -2.151.905 $ | -30,3 % | 7.111.251 $ | +1.743.641 $ | +32,5 % | 5.367.610 $ | +202.904 $ | +3,9 % | |||
| Sequoia Financial Advisors, LLC | 6.088.436 $ | -991.593 $ | -14,0 % | 7.080.029 $ | +481.731 $ | +7,3 % | 6.598.298 $ | +1.003.677 $ | +17,9 % | |||
| TBH Global Asset Management, LLC | 2.336.086 $ | -436.264 $ | -15,7 % | 2.772.350 $ | -4.303.883 $ | -60,8 % | 7.076.233 $ | +4.855.382 $ | +218,6 % | |||
| FIDUCIARY TRUST CO | 5.752.503 $ | -1.322.337 $ | -18,7 % | 7.074.840 $ | +685.950 $ | +10,7 % | 6.388.890 $ | +312.232 $ | +5,1 % | |||
| SageGuard Financial Group, LLC | 7.046.139 $ | +63.869 $ | +0,9 % | 6.982.270 $ | +3.184.977 $ | +83,9 % | 3.797.293 $ | |||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6.533.956 $ | -502.805 $ | -7,1 % | 7.036.761 $ | +870.520 $ | +14,1 % | 6.166.241 $ | +595.916 $ | +10,7 % | |||
| Bellwether Advisors, LLC | 3.530.470 $ | -3.501.701 $ | -49,8 % | 7.032.171 $ | ||||||||
| Independent Solutions Wealth Management, LLC | 3.203.059 $ | -377.383 $ | -10,5 % | 3.580.442 $ | -3.431.266 $ | -48,9 % | 7.011.708 $ | +1.044.277 $ | +17,5 % | |||
| Compagnie Lombard Odier SCmA | 6.992.227 $ | +2.463.447 $ | +54,4 % | 4.528.780 $ | +1.055.597 $ | +30,4 % | 3.473.183 $ | +124.234 $ | +3,7 % | |||
| Vontobel Holding Ltd. | 6.962.537 $ | +1.161.255 $ | +20,0 % | 5.801.282 $ | -651.237 $ | -10,1 % | 6.452.519 $ | -16.243 $ | -0,3 % | 6.468.762 $ | +670.085 $ | +11,6 % |
| Vestmark Advisory Solutions, Inc. | 6.907.480 $ | +175.545 $ | +2,6 % | 6.731.935 $ | +893.970 $ | +15,3 % | 5.837.965 $ | +3.591.322 $ | +159,9 % | |||
| Spectrum Strategic Capital Management, LLC | 5.005.831 $ | -1.881.882 $ | -27,3 % | 6.887.713 $ | +421.566 $ | +6,5 % | 6.466.147 $ | +1.429.808 $ | +28,4 % | |||
| CCG WEALTH MANAGEMENT, LLC | 5.671.934 $ | -1.198.639 $ | -17,4 % | 6.870.573 $ | +5.552.453 $ | +421,2 % | 1.318.120 $ | +1.021.946 $ | +345,0 % | |||
| Sepio Capital, LP | 5.882.833 $ | -947.010 $ | -13,9 % | 6.829.843 $ | +749.561 $ | +12,3 % | 6.080.282 $ | +629.227 $ | +11,5 % | |||
| HARBOUR INVESTMENTS, INC. | 5.806.827 $ | -984.705 $ | -14,5 % | 6.791.532 $ | +1.912.247 $ | +39,2 % | 4.879.285 $ | +629.749 $ | +14,8 % | |||
| SENTINEL TRUST CO LBA | 6.408.000 $ | -361.000 $ | -5,3 % | 6.769.000 $ | +286.000 $ | +4,4 % | 6.483.000 $ | -2.358.000 $ | -26,7 % | |||
| MILLENNIUM MANAGEMENT LLC | 1.003.528 $ | -3.300.443 $ | -76,7 % | 4.303.971 $ | -2.426.645 $ | -36,1 % | 6.730.616 $ | |||||
| INTREPID CAPITAL MANAGEMENT INC | 5.757.335 $ | -964.512 $ | -14,3 % | 6.721.847 $ | +662.669 $ | +10,9 % | 6.059.178 $ | +627.043 $ | +11,5 % | |||
| Evelyn Partners Asset Management Ltd | 6.698.749 $ | +92.161 $ | +1,4 % | 6.606.588 $ | +748.822 $ | +12,8 % | ||||||
| Fermata Advisors, LLC | 5.993.560 $ | +370.104 $ | +6,6 % | 5.623.456 $ | -707.049 $ | -11,2 % | 6.330.505 $ | -354.900 $ | -5,3 % | 6.685.405 $ | +459.931 $ | +7,4 % |
| Firestone Capital Management | 6.643.003 $ | -14.526 $ | -0,2 % | 6.657.529 $ | +1.628.073 $ | +32,4 % | 5.029.456 $ | +676.136 $ | +15,5 % | |||
| Gradient Investments LLC | 5.693.672 $ | +353.605 $ | +6,6 % | 5.340.067 $ | -1.308.079 $ | -19,7 % | 6.648.146 $ | +662.346 $ | +11,1 % | 5.985.800 $ | +634.949 $ | +11,9 % |
| Knollwood Investment Advisory, LLC | 5.675.332 $ | -950.774 $ | -14,3 % | 6.626.106 $ | +527.073 $ | +8,6 % | 6.099.033 $ | +1.221.478 $ | +25,0 % | |||
| waypoint wealth counsel | 5.334.102 $ | -1.259.914 $ | -19,1 % | 6.594.016 $ | +74.360 $ | +1,1 % | 6.519.656 $ | +633.727 $ | +10,8 % | |||
| Pacific Park Financial, Inc. | 5.622.849 $ | +49.343 $ | +0,9 % | 5.573.506 $ | -967.834 $ | -14,8 % | 6.541.340 $ | +420.513 $ | +6,9 % | 6.120.827 $ | ||
| WCG Wealth Advisors LLC | 3.927.848 $ | -2.590.127 $ | -39,7 % | 6.517.975 $ | +886.601 $ | +15,7 % | 5.631.374 $ | +980.426 $ | +21,1 % | |||
| Apollon Financial, LLC | 5.779.349 $ | -727.787 $ | -11,2 % | 6.507.136 $ | +389.229 $ | +6,4 % | 6.117.907 $ | +444.137 $ | +7,8 % | |||
| EQ LLC | 4.944.936 $ | -1.552.294 $ | -23,9 % | 6.497.230 $ | +554.598 $ | +9,3 % | 5.942.632 $ | +800.109 $ | +15,6 % | |||
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 6.493.860 $ | |||||||||||
| Focus Advisor Solutions, LLC | 5.580.869 $ | -897.922 $ | -13,9 % | 6.478.791 $ | +2.303.406 $ | +55,2 % | 4.175.385 $ | -4.719.803 $ | -53,1 % | |||
| Pinnacle Financial Partners, Inc. | 5.109.254 $ | -1.204.051 $ | -19,1 % | 6.313.305 $ | -110.816 $ | -1,7 % | 6.424.121 $ | |||||
| Marex Group Ltd | 5.486.934 $ | -914.364 $ | -14,3 % | 6.401.298 $ | +460.141 $ | +7,7 % | 5.941.157 $ | +385.604 $ | +6,9 % | |||
| Nadler Financial Group, Inc. | 5.289.022 $ | -1.104.694 $ | -17,3 % | 6.393.716 $ | +907.517 $ | +16,5 % | 5.486.199 $ | +1.062.074 $ | +24,0 % | |||
| LANARK FINANCIAL, INC. | 5.356.853 $ | -1.032.210 $ | -16,2 % | 6.389.063 $ | +1.228.247 $ | +23,8 % | 5.160.816 $ | |||||
| D.A. DAVIDSON & CO. | 5.465.640 $ | -900.658 $ | -14,1 % | 6.366.298 $ | +1.168.252 $ | +22,5 % | 5.198.046 $ | +910.438 $ | +21,2 % | |||
| Guardian Wealth Management, LLC | 5.966.791 $ | +675.400 $ | +12,8 % | 5.291.391 $ | -741.949 $ | -12,3 % | 6.033.340 $ | -272.787 $ | -4,3 % | 6.306.127 $ | ||
| Everest Financial Group LLC | 5.321.114 $ | -914.090 $ | -14,7 % | 6.235.204 $ | +504.440 $ | +8,8 % | 5.730.764 $ | |||||
| Sovran Advisors, LLC | 4.517.460 $ | -491.787 $ | -9,8 % | 5.009.247 $ | -1.202.744 $ | -19,4 % | 6.211.991 $ | +807.633 $ | +14,9 % | |||
| Gibson Capital, LLC | 5.180.239 $ | -1.014.530 $ | -16,4 % | 6.194.769 $ | +490.844 $ | +8,6 % | 5.703.925 $ | +279.624 $ | +5,2 % | |||
| Advyzon Investment Management, LLC | 3.850.557 $ | +100.407 $ | +2,7 % | 3.750.150 $ | -2.414.306 $ | -39,2 % | 6.164.456 $ | -153.144 $ | -2,4 % | |||
| TSA Wealth Managment LLC | 2.698.652 $ | -643.758 $ | -19,3 % | 3.342.410 $ | -2.796.477 $ | -45,6 % | 6.138.887 $ | +467.266 $ | +8,2 % | |||
| West Wealth Group, LLC | 2.938.981 $ | +490.871 $ | +20,1 % | 2.448.110 $ | -86.402 $ | -3,4 % | 2.534.512 $ | -3.603.076 $ | -58,7 % | 6.137.588 $ | +619.375 $ | +11,2 % |
| Chicago Partners Investment Group LLC | 5.061.310 $ | -770.646 $ | -13,2 % | 5.831.956 $ | -271.522 $ | -4,4 % | 6.103.478 $ | +1.197.246 $ | +24,4 % | |||
| Plan Group Financial, LLC | 4.807.269 $ | -1.287.761 $ | -21,1 % | 6.095.030 $ | +1.466.067 $ | +31,7 % | 4.628.963 $ | +320.033 $ | +7,4 % | |||
| Pacific Point Advisors, LLC | 5.249.002 $ | -821.872 $ | -13,5 % | 6.070.874 $ | +481.345 $ | +8,6 % | 5.589.529 $ | +578.441 $ | +11,5 % | |||
| Family Manage LLC | 4.583.381 $ | -1.412.998 $ | -23,6 % | 5.996.379 $ | +693.624 $ | +13,1 % | 5.302.755 $ | +1.095.194 $ | +26,0 % | |||
| Financial Alternatives, Inc | 5.177.117 $ | -816.000 $ | -13,6 % | 5.993.117 $ | +479.320 $ | +8,7 % | 5.513.797 $ | +630.347 $ | +12,9 % | |||
| Ausdal Financial Partners, Inc. | 4.678.601 $ | -1.291.922 $ | -21,6 % | 5.970.523 $ | +1.232.480 $ | +26,0 % | 4.738.043 $ | +488.262 $ | +11,5 % | |||
| Mengis Capital Management, Inc. | 5.942.551 $ | +942.732 $ | +18,9 % | 4.999.819 $ | -819.975 $ | -14,1 % | 5.819.794 $ | +278.237 $ | +5,0 % | 5.541.557 $ | +543.422 $ | +10,9 % |
| Parallel Advisors, LLC | 4.973.214 $ | -968.389 $ | -16,3 % | 5.941.603 $ | +899.616 $ | +17,8 % | 5.041.987 $ | +933.942 $ | +22,7 % | |||
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 5.941.067 $ | +3.434.135 $ | +137,0 % | 2.506.932 $ | ||||||||
| CASTLE WEALTH MANAGEMENT LLC | 5.146.246 $ | -783.160 $ | -13,2 % | 5.929.406 $ | +125.541 $ | +2,2 % | 5.803.865 $ | +211.201 $ | +3,8 % | |||
| Beacon Bridge Wealth Partners, LLC | 3.647.284 $ | -2.231.666 $ | -38,0 % | 5.878.950 $ | +456.469 $ | +8,4 % | 5.422.481 $ | +2.232.463 $ | +70,0 % | |||
| Wealthfront Advisers LLC | 4.692.418 $ | -1.133.283 $ | -19,5 % | 5.825.701 $ | +2.121.183 $ | +57,3 % | 3.704.518 $ | +975.206 $ | +35,7 % | |||
| FINANCIAL MANAGEMENT NETWORK INC | 4.867.724 $ | +153.976 $ | +3,3 % | 4.713.748 $ | -1.098.291 $ | -18,9 % | 5.812.039 $ | +348.437 $ | +6,4 % | 5.463.602 $ | +257.010 $ | +4,9 % |
| Fortis Group Advisors, LLC | 820.831 $ | -1.015.829 $ | -55,3 % | 1.836.660 $ | -3.965.986 $ | -68,3 % | 5.802.646 $ | +1.510.505 $ | +35,2 % | |||
| WESPAC Advisors SoCal, LLC | 5.565.250 $ | -182.496 $ | -3,2 % | 5.747.746 $ | +535.374 $ | +10,3 % | 5.212.372 $ | +4.725.596 $ | +970,8 % | 486.776 $ | +36.839 $ | +8,2 % |
| Alvarez & Marsal Private Wealth Partners, LLC | 4.916.456 $ | -823.642 $ | -14,3 % | 5.740.098 $ | ||||||||
| Evelyn Partners Group Ltd | 5.737.553 $ | |||||||||||
| LEVEL FOUR ADVISORY SERVICES, LLC | 4.478.196 $ | -1.241.639 $ | -21,7 % | 5.719.835 $ | +684.211 $ | +13,6 % | 5.035.624 $ | +2.112.453 $ | +72,3 % | |||
| Howard Capital Management, LLC | 732.188 $ | -4.979.014 $ | -87,2 % | 5.711.202 $ | +1.049.847 $ | +22,5 % | ||||||
| BCGM Wealth Management, LLC | 2.277.818 $ | -110.084 $ | -4,6 % | 2.387.902 $ | -3.321.433 $ | -58,2 % | 5.709.335 $ | +495.292 $ | +9,5 % | |||
| BRADLEY FOSTER & SARGENT INC/CT | 4.783.936 $ | -912.963 $ | -16,0 % | 5.696.899 $ | +223.525 $ | +4,1 % | 5.473.374 $ | +608.336 $ | +12,5 % | |||
| CI INVESTMENTS INC. | 4.879.230 $ | -817.405 $ | -14,3 % | 5.696.635 $ | +451.673 $ | +8,6 % | 5.244.962 $ | +1.051.962 $ | +25,1 % | |||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.270.280 $ | -2.418.520 $ | -42,5 % | 5.688.800 $ | +360.537 $ | +6,8 % | 5.328.263 $ | +514.378 $ | +10,7 % | |||
| Amplius Wealth Advisors, LLC | 4.904.725 $ | -2.638 $ | -0,1 % | 4.907.363 $ | -780.903 $ | -13,7 % | 5.688.266 $ | +437.373 $ | +8,3 % | 5.250.893 $ | +285.754 $ | +5,8 % |
| Altiora Financial Group, LLC | 4.862.391 $ | -814.585 $ | -14,3 % | 5.676.976 $ | +450.115 $ | +8,6 % | 5.226.861 $ | -232.782 $ | -4,3 % | |||
| REGIONS FINANCIAL CORP | 3.296.486 $ | -2.336.432 $ | -41,5 % | 5.632.918 $ | +54.996 $ | +1,0 % | 5.577.922 $ | -3.570.056 $ | -39,0 % | |||
| LifePlan Investment Advisors, Inc. | 3.850.859 $ | -518.968 $ | -11,9 % | 4.369.827 $ | -1.254.118 $ | -22,3 % | 5.623.945 $ | +496.862 $ | +9,7 % | |||
| Modera Wealth Management, LLC | 4.607.092 $ | -1.014.255 $ | -18,0 % | 5.621.347 $ | +423.869 $ | +8,2 % | 5.197.478 $ | +679.115 $ | +15,0 % | |||
| Garde Capital, Inc. | 4.815.198 $ | -799.360 $ | -14,2 % | 5.614.558 $ | +830.804 $ | +17,4 % | 4.783.754 $ | +920.831 $ | +23,8 % | |||
| BURNS J W & CO INC/NY | 4.115.480 $ | -294.380 $ | -6,7 % | 4.409.860 $ | -1.176.046 $ | -21,1 % | 5.585.906 $ | +2.276.199 $ | +68,8 % | 3.309.707 $ | +657.750 $ | +24,8 % |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 4.780.463 $ | -800.858 $ | -14,3 % | 5.581.321 $ | +426.296 $ | +8,3 % | 5.155.025 $ | |||||
| Archer Investment Management, LLC | 5.558.439 $ | +2.946.286 $ | +112,8 % | 2.612.153 $ | +588.803 $ | +29,1 % | 2.023.350 $ | +996.955 $ | +97,1 % | 1.026.395 $ | ||
| Advisory Alpha, LLC | 4.539.737 $ | -955.404 $ | -17,4 % | 5.495.141 $ | +1.016.099 $ | +22,7 % | 4.479.042 $ | +436.651 $ | +10,8 % | |||
| Westover Capital Advisors, LLC | 4.749.201 $ | -717.159 $ | -13,1 % | 5.466.360 $ | +342.585 $ | +6,7 % | 5.123.775 $ | +595.807 $ | +13,2 % | |||
| Park Edge Advisors, LLC | 4.149.954 $ | -750.596 $ | -15,3 % | 4.900.550 $ | -565.357 $ | -10,3 % | 5.465.907 $ | -554.573 $ | -9,2 % | |||
| SGL Investment Advisors, Inc. | 5.464.720 $ | +43.994 $ | +0,8 % | 5.420.726 $ | +76.559 $ | +1,4 % | 5.344.167 $ | +1.325.590 $ | +33,0 % | |||
| WHITTIER TRUST CO | 4.519.476 $ | -469.475 $ | -9,4 % | 4.988.951 $ | -473.608 $ | -8,7 % | 5.462.559 $ | +755.538 $ | +16,1 % | |||
| Regal Investment Advisors LLC | 2.992.960 $ | -2.409 $ | -0,1 % | 2.995.369 $ | -2.412.844 $ | -44,6 % | 5.408.213 $ | +1.254.075 $ | +30,2 % | |||
| Per Stirling Capital Management, LLC. | 370.576 $ | -4.971.932 $ | -93,1 % | 5.342.508 $ | -63.417 $ | -1,2 % | 5.405.925 $ | +541.793 $ | +11,1 % | |||
| Altman Advisors, Inc. | 3.674.303 $ | -623.218 $ | -14,5 % | 4.297.521 $ | -1.108.305 $ | -20,5 % | 5.405.826 $ | +26.318 $ | +0,5 % | |||
| ShoreHaven Wealth Partners, LLC | 2.854.258 $ | +197.816 $ | +7,4 % | 2.656.442 $ | -427.395 $ | -13,9 % | 3.083.837 $ | -2.312.994 $ | -42,9 % | 5.396.831 $ | +491.260 $ | +10,0 % |
| Snowden Capital Advisors LLC | 4.380.184 $ | -590.277 $ | -11,9 % | 4.970.461 $ | -422.717 $ | -7,8 % | 5.393.178 $ | +859.025 $ | +18,9 % | |||
| One Capital Management, LLC | 5.365.682 $ | +0 $ | +0,0 % | 5.365.682 $ | +144.503 $ | +2,8 % | 5.221.179 $ | +336.712 $ | +6,9 % | |||
| PAX Financial Group, LLC | 2.730.970 $ | -187.302 $ | -6,4 % | 2.918.272 $ | -2.427.341 $ | -45,4 % | 5.345.613 $ | +1.371.425 $ | +34,5 % | |||
| FDx Advisors, Inc. | 3.866.000 $ | -937.000 $ | -19,5 % | 4.803.000 $ | -541.000 $ | -10,1 % | 5.344.000 $ | -93.000 $ | -1,7 % | |||
| Smith Thornton Advisors LLC | 5.009.327 $ | +306.051 $ | +6,5 % | 4.703.276 $ | -618.591 $ | -11,6 % | 5.321.867 $ | +393.712 $ | +8,0 % | 4.928.155 $ | +554.678 $ | +12,7 % |
| Variant Private Wealth, LLC | 5.310.331 $ | +3.507.001 $ | +194,5 % | 1.803.330 $ | ||||||||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 587.921 $ | -4.722.132 $ | -88,9 % | 5.310.053 $ | +910.152 $ | +20,7 % | 4.399.901 $ | +1.909.639 $ | +76,7 % | |||
| Ridge Creek Global, Inc | 4.444.141 $ | -862.298 $ | -16,3 % | 5.306.439 $ | +419.518 $ | +8,6 % | 4.886.921 $ | |||||
| Allie Family Office LLC | 5.300.664 $ | +114.824 $ | +2,2 % | 5.185.840 $ | +164.843 $ | +3,3 % | 5.020.997 $ | +254.534 $ | +5,3 % | |||
| Keystone Financial Services | 2.182.551 $ | -80.704 $ | -3,6 % | 2.263.255 $ | -3.029.557 $ | -57,2 % | 5.292.812 $ | +2.004.809 $ | +61,0 % | |||
| J2 Capital Management Inc | 2.777.203 $ | +1.204.103 $ | +76,5 % | 1.573.100 $ | -1.115.516 $ | -41,5 % | 2.688.616 $ | -2.571.768 $ | -48,9 % | 5.260.384 $ | +499.334 $ | +10,5 % |
| NATIXIS ADVISORS, LLC | 5.244.000 $ | +664.000 $ | +14,5 % | 4.580.000 $ | +2.370.000 $ | +107,2 % | 2.210.000 $ | +696.000 $ | +46,0 % | |||
| LYNX CAPITAL GROUP LTD /ADV | 4.450.182 $ | -787.668 $ | -15,0 % | 5.237.850 $ | +393.868 $ | +8,1 % | 4.843.982 $ | -3.864.040 $ | -44,4 % | |||
| Red Door Wealth Management, LLC | 4.813.083 $ | -423.180 $ | -8,1 % | 5.236.263 $ | +692.285 $ | +15,2 % | 4.543.978 $ | +720.715 $ | +18,9 % | |||
| Perennial Investment Advisors, LLC | 3.014.439 $ | -288.555 $ | -8,7 % | 3.302.994 $ | -1.903.268 $ | -36,6 % | 5.206.262 $ | +335.260 $ | +6,9 % | |||
| Emerald Investment Advisers, LLC | 4.441.498 $ | -744.073 $ | -14,3 % | 5.185.571 $ | ||||||||
| SIGNET FINANCIAL MANAGEMENT, LLC | 4.467.882 $ | -715.637 $ | -13,8 % | 5.183.519 $ | +935.583 $ | +22,0 % | ||||||
| ELEVATION POINT WEALTH PARTNERS, LLC | 4.369.009 $ | -805.631 $ | -15,6 % | 5.174.640 $ | +757.287 $ | +17,1 % | 4.417.353 $ | +3.026.718 $ | +217,7 % | |||
| Synergy Investment Management, LLC | 3.929.641 $ | +621.970 $ | +18,8 % | 3.307.671 $ | -1.779.656 $ | -35,0 % | 5.087.327 $ | +726.149 $ | +16,7 % | |||
| Interchange Capital Partners, LLC | 2.579.603 $ | +21.899 $ | +0,9 % | 2.557.704 $ | -2.529.247 $ | -49,7 % | 5.086.951 $ | +418.801 $ | +9,0 % | |||
| HUB Investment Partners, LLC | 4.162.715 $ | -917.643 $ | -18,1 % | 5.080.358 $ | +4.475.236 $ | +739,6 % | 605.122 $ | -603.761 $ | -49,9 % | |||
| Geneos Wealth Management Inc. | 3.066.537 $ | -514.699 $ | -14,4 % | 3.581.236 $ | -1.454.794 $ | -28,9 % | 5.036.030 $ | +678.199 $ | +15,6 % | |||
| Connective Portfolio Management, LLC | 3.551.160 $ | -594.917 $ | -14,3 % | 4.146.077 $ | -888.817 $ | -17,7 % | 5.034.894 $ | +535.820 $ | +11,9 % | |||
| Cypress Wealth Services, LLC | 2.775.393 $ | +144.096 $ | +5,5 % | 2.631.297 $ | -373.460 $ | -12,4 % | 3.004.757 $ | -2.020.721 $ | -40,2 % | 5.025.478 $ | +937.114 $ | +22,9 % |
| LIBERTY WEALTH MANAGEMENT LLC | 4.328.632 $ | +0 $ | +0,0 % | 4.328.632 $ | -662.489 $ | -13,3 % | 4.991.121 $ | +409.703 $ | +8,9 % | |||
| FIDELIS CAPITAL PARTNERS, LLC | 4.135.909 $ | -830.320 $ | -16,7 % | 4.966.229 $ | +499.850 $ | +11,2 % | 4.466.379 $ | +622.959 $ | +16,2 % | |||
| Trademark Financial Management, LLC | 3.855.465 $ | -1.106.180 $ | -22,3 % | 4.961.645 $ | +457.522 $ | +10,2 % | 4.504.123 $ | +504.320 $ | +12,6 % | |||
| Centerline Wealth Advisors, LLC | 3.132.897 $ | +257.172 $ | +8,9 % | 2.875.725 $ | -461.660 $ | -13,8 % | 3.337.385 $ | -1.616.582 $ | -32,6 % | 4.953.967 $ | +2.212.430 $ | +80,7 % |
| EQ WEALTH ADVISORS, LLC | 3.646.680 $ | -908.106 $ | -19,9 % | 4.554.786 $ | -357.298 $ | -7,3 % | 4.912.084 $ | +461.689 $ | +10,4 % | |||
| OVERSEA-CHINESE BANKING Corp Ltd | 768.592 $ | -4.139.625 $ | -84,3 % | 4.908.217 $ | +2.161.543 $ | +78,7 % | 2.746.674 $ | +286.870 $ | +11,7 % | |||
| Robinson Value Management, Ltd. | 4.170.384 $ | +382.576 $ | +10,1 % | 3.787.808 $ | -701.123 $ | -15,6 % | 4.488.931 $ | -368.444 $ | -7,6 % | 4.857.375 $ | +445.475 $ | +10,1 % |
| Gunderson Capital Management LLC | 4.855.914 $ | +430.115 $ | +9,7 % | |||||||||
| Legacy Financial Group LLC | 1.855.205 $ | +10.193 $ | +0,6 % | 1.845.012 $ | -3.006.713 $ | -62,0 % | 4.851.725 $ | +791.959 $ | +19,5 % | |||
| F/m Investments LLC | 4.832.537 $ | +493.116 $ | +11,4 % | |||||||||
| THOMPSON SIEGEL & WALMSLEY LLC | 4.107.000 $ | -688.000 $ | -14,3 % | 4.795.000 $ | +373.000 $ | +8,4 % | 4.422.000 $ | +457.000 $ | +11,5 % | |||
| Privatperson | 4.114.000 $ | -671.000 $ | -14,0 % | 4.785.000 $ | +322.000 $ | +7,2 % | 4.463.000 $ | +2.502.000 $ | +127,6 % | |||
| BridgePort Financial Solutions, LLC | 3.488.339 $ | -468.675 $ | -11,8 % | 3.957.014 $ | -818.223 $ | -17,1 % | 4.775.237 $ | +470.632 $ | +10,9 % | |||
| Global Wealth Management, LLC | 4.070.260 $ | -28.649 $ | -0,7 % | 4.098.909 $ | -658.734 $ | -13,8 % | 4.757.643 $ | +692.406 $ | +17,0 % | 4.065.237 $ | +2.719.865 $ | +202,2 % |
| Avior Wealth Management, LLC | 3.640.082 $ | +636.027 $ | +21,2 % | 3.004.055 $ | -1.738.678 $ | -36,7 % | 4.742.733 $ | +954.112 $ | +25,2 % | 3.788.621 $ | +241.107 $ | +6,8 % |
| MATHER GROUP, LLC. | 3.803.830 $ | +43.881 $ | +1,2 % | 3.759.949 $ | -767.418 $ | -17,0 % | 4.527.367 $ | -198.026 $ | -4,2 % | 4.725.393 $ | +2.204.713 $ | +87,5 % |
| Cushing Capital Partners, LLC | 4.473.703 $ | +230.431 $ | +5,4 % | 4.243.272 $ | -479.124 $ | -10,1 % | 4.722.396 $ | +245.295 $ | +5,5 % | 4.477.101 $ | +472.422 $ | +11,8 % |
| Elevated Financial Group LLC | 382.768 $ | -4.225.456 $ | -91,7 % | 4.608.224 $ | -113.361 $ | -2,4 % | 4.721.585 $ | +1.025.184 $ | +27,7 % | 3.696.401 $ | ||
| Strathmore Capital Advisors, Inc. | 3.091.083 $ | -1.404.903 $ | -31,2 % | 4.495.986 $ | -215.040 $ | -4,6 % | 4.711.026 $ | +443.357 $ | +10,4 % | |||
| Procyon Advisors, LLC | 2.677.893 $ | +2.249.676 $ | +525,4 % | 428.217 $ | -17.344 $ | -3,9 % | 445.561 $ | -4.262.137 $ | -90,5 % | 4.707.698 $ | +582.876 $ | +14,1 % |
| Invst, LLC | 2.007.811 $ | +147.547 $ | +7,9 % | 1.860.264 $ | -2.801.816 $ | -60,1 % | 4.662.080 $ | -103.555 $ | -2,2 % | |||
| Bellecapital International Ltd. | 4.661.399 $ | +549.502 $ | +13,4 % | 4.111.897 $ | -292.488 $ | -6,6 % | 4.404.385 $ | +508.469 $ | +13,1 % | 3.895.916 $ | +371.665 $ | +10,5 % |
| Keebeck Wealth Management | 3.695.761 $ | -924.087 $ | -20,0 % | 4.619.848 $ | +1.085.706 $ | +30,7 % | 3.534.142 $ | +559.232 $ | +18,8 % | |||
| Wealth Watch Advisors, INC | 3.295.256 $ | -1.282.099 $ | -28,0 % | 4.577.355 $ | +1.193.784 $ | +35,3 % | 3.383.571 $ | +1.663.288 $ | +96,7 % | |||
| Laird Norton Wetherby Trust Company, LLC | 3.503.815 $ | -1.052.206 $ | -23,1 % | 4.556.021 $ | +627.637 $ | +16,0 % | 3.928.384 $ | |||||
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 4.315.412 $ | +261.763 $ | +6,5 % | 4.053.649 $ | -470.422 $ | -10,4 % | 4.524.071 $ | +241.366 $ | +5,6 % | 4.282.705 $ | ||
| MMBG INVESTMENT ADVISORS CO. | 4.517.008 $ | +1.034.815 $ | +29,7 % | 3.482.193 $ | +360.360 $ | +11,5 % | ||||||
| Horst & Graben Wealth Management LLC | 3.031.295 $ | -567.509 $ | -15,8 % | 3.598.804 $ | -906.456 $ | -20,1 % | 4.505.260 $ | +373.307 $ | +9,0 % | |||
| EHRLICH FINANCIAL GROUP | 2.229.364 $ | +282.112 $ | +14,5 % | 1.947.252 $ | -782.005 $ | -28,7 % | 2.729.257 $ | -1.772.431 $ | -39,4 % | 4.501.688 $ | +1.235.479 $ | +37,8 % |
| Hilltop Holdings Inc. | 2.902.831 $ | -1.593.153 $ | -35,4 % | 4.495.984 $ | +854.455 $ | +23,5 % | 3.641.529 $ | +656.431 $ | +22,0 % | |||
| Valeo Financial Advisors, LLC | 1.645.097 $ | -1.905.986 $ | -53,7 % | 3.551.083 $ | -933.545 $ | -20,8 % | 4.484.628 $ | +1.326.137 $ | +42,0 % | 3.158.491 $ | +1.727.339 $ | +120,7 % |
| Bay Harbor Wealth Management, LLC | 1.309.419 $ | -225.887 $ | -14,7 % | 1.535.306 $ | -2.936.186 $ | -65,7 % | 4.471.492 $ | +430.574 $ | +10,7 % | |||
| SHRIER WEALTH MANAGEMENT, LLC | 4.344.547 $ | +256.738 $ | +6,3 % | 4.087.809 $ | -214.399 $ | -5,0 % | 4.302.208 $ | -164.171 $ | -3,7 % | 4.466.379 $ | ||
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 3.171.420 $ | -531.300 $ | -14,3 % | 3.702.720 $ | -761.630 $ | -17,1 % | 4.464.350 $ | |||||
| BLUEDOOR PRIVATE WEALTH, LLC | 3.698.631 $ | -549.888 $ | -12,9 % | 4.248.519 $ | -214.289 $ | -4,8 % | 4.462.808 $ | |||||
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 4.450.064 $ | +1.987.746 $ | +80,7 % | |||||||||
| J.W. COLE ADVISORS, INC. | 3.543.901 $ | -904.053 $ | -20,3 % | 4.447.954 $ | +458.223 $ | +11,5 % | ||||||
| Alpha Zero LLC | 4.344.683 $ | -78.921 $ | -1,8 % | 4.423.604 $ | +42.372 $ | +1,0 % | 4.381.232 $ | +340.969 $ | +8,4 % | |||
| Western Wealth Management, LLC | 4.397.315 $ | +2.686.673 $ | +157,1 % | 1.710.642 $ | -1.938.463 $ | -53,1 % | 3.649.105 $ | +791.408 $ | +27,7 % | |||
| Farrell Financial LLC | 3.722.250 $ | +120.499 $ | +3,3 % | 3.601.751 $ | -786.149 $ | -17,9 % | 4.387.900 $ | +304.156 $ | +7,4 % | 4.083.744 $ | +485.049 $ | +13,5 % |
| WEDBUSH SECURITIES INC | 4.143.000 $ | +52.000 $ | +1,3 % | 4.091.000 $ | -289.000 $ | -6,6 % | 4.380.000 $ | +104.000 $ | +2,4 % | |||
| UNIQUE WEALTH, LLC | 3.262.268 $ | +321.350 $ | +10,9 % | 2.940.918 $ | -374.426 $ | -11,3 % | 3.315.344 $ | -1.060.125 $ | -24,2 % | 4.375.469 $ | +141.856 $ | +3,4 % |
| M Holdings Securities, Inc. | 4.345.000 $ | +89.000 $ | +2,1 % | 4.256.000 $ | +2.484.000 $ | +140,2 % | ||||||
| Bryn Mawr Trust Advisors, LLC | 3.696.139 $ | -647.063 $ | -14,9 % | 4.343.202 $ | +305.238 $ | +7,6 % | 4.037.964 $ | +246.429 $ | +6,5 % | |||
| Empowered Funds, LLC | 2.917.609 $ | -1.386.856 $ | -32,2 % | 4.304.465 $ | +3.405.028 $ | +378,6 % | ||||||
| AVALON CAPITAL MANAGEMENT | 1.937.511 $ | -2.090.519 $ | -51,9 % | 4.028.030 $ | -255.230 $ | -6,0 % | 4.283.260 $ | +693.079 $ | +19,3 % | |||
| Sanchez Gaunt Capital Management, LLC | 3.915.371 $ | -340.455 $ | -8,0 % | 4.255.826 $ | ||||||||
| ALLSTATE CORP | 4.253.896 $ | +2.688.938 $ | +171,8 % | 1.564.958 $ | -756.769 $ | -32,6 % | ||||||
| Northside Capital Management, LLC | 3.593.772 $ | +192.273 $ | +5,7 % | 3.401.499 $ | -834.325 $ | -19,7 % | 4.235.824 $ | +335.849 $ | +8,6 % | 3.899.975 $ | +403.595 $ | +11,5 % |
| Eagle Strategies LLC | 4.218.337 $ | +358.870 $ | +9,3 % | 3.859.467 $ | -48.445 $ | -1,2 % | 3.907.912 $ | -276.523 $ | -6,6 % | 4.184.435 $ | +555.541 $ | +15,3 % |
| Lynx Investment Advisory | 3.880.912 $ | -334.811 $ | -7,9 % | 4.215.723 $ | +25.971 $ | +0,6 % | 4.189.752 $ | +459.052 $ | +12,3 % | |||
| Financial & Tax Architects, LLC | 4.204.548 $ | +14.303 $ | +0,3 % | 4.190.245 $ | +132.313 $ | +3,3 % | 4.057.932 $ | +352.556 $ | +9,5 % | |||
| 2UniFi Bank | 4.180.283 $ | +2.138 $ | +0,1 % | 4.178.145 $ | +371.328 $ | +9,8 % | ||||||
| TME FINANCIAL, INC. | 4.176.632 $ | +343.744 $ | +9,0 % | 3.832.888 $ | +41.832 $ | +1,1 % | 3.791.056 $ | -104.292 $ | -2,7 % | 3.895.348 $ | +58.841 $ | +1,5 % |
| Savant Capital, LLC | 4.113.710 $ | -43.630 $ | -1,0 % | 4.157.340 $ | +805.202 $ | +24,0 % | 3.352.138 $ | +676.039 $ | +25,3 % | |||
| Towerpoint Wealth, LLC | 3.922.807 $ | +482.496 $ | +14,0 % | 3.440.311 $ | -614.256 $ | -15,1 % | 4.054.567 $ | -92.165 $ | -2,2 % | 4.146.732 $ | +300.183 $ | +7,8 % |
| BAILARD, INC. | 2.768.723 $ | +91.818 $ | +3,4 % | 2.676.905 $ | -1.463.353 $ | -35,3 % | 4.140.258 $ | +347.671 $ | +9,2 % | 3.792.587 $ | +429.012 $ | +12,8 % |
| Belvedere Trading LLC | 604.954 $ | -3.526.274 $ | -85,4 % | 4.131.228 $ | +859.780 $ | +26,3 % | ||||||
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 4.082.131 $ | +1.123.045 $ | +38,0 % | 2.959.086 $ | -1.164.070 $ | -28,2 % | 4.123.156 $ | +326.916 $ | +8,6 % | 3.796.240 $ | +23.915 $ | +0,6 % |
| Foguth Wealth Management, LLC. | 4.117.942 $ | +22.669 $ | +0,6 % | 4.095.273 $ | +2.766.416 $ | +208,2 % | 1.328.857 $ | +81.723 $ | +6,6 % | 1.247.134 $ | ||
| DAHRING | CUSMANO LLC | 3.442.954 $ | -669.357 $ | -16,3 % | 4.112.311 $ | +83.222 $ | +2,1 % | 4.029.089 $ | -44.187 $ | -1,1 % | |||
| EWA, LLC | 1.774.834 $ | -67.325 $ | -3,7 % | 1.842.159 $ | -2.265.539 $ | -55,2 % | 4.107.698 $ | +346.063 $ | +9,2 % | |||
| Parkside Financial Bank & Trust | 3.514.387 $ | -569.625 $ | -13,9 % | 4.084.012 $ | +1.507.757 $ | +58,5 % | 2.576.255 $ | -461.093 $ | -15,2 % | |||
| Bedminster, LLC | 3.224.588 $ | -270.606 $ | -7,7 % | 3.495.194 $ | -584.570 $ | -14,3 % | 4.079.764 $ | |||||
| Integrated Advisors Network LLC | 1.709.001 $ | +137.320 $ | +8,7 % | 1.571.681 $ | +59.894 $ | +4,0 % | 1.511.787 $ | -2.532.752 $ | -62,6 % | 4.044.539 $ | +56.670 $ | +1,4 % |
| Cadent Capital Advisors, LLC | 4.030.585 $ | +2.402.287 $ | +147,5 % | 1.628.298 $ | -237.873 $ | -12,7 % | 1.866.171 $ | -2.115.137 $ | -53,1 % | 3.981.308 $ | +224.629 $ | +6,0 % |
| Apella Capital, LLC | 3.211.699 $ | -136.082 $ | -4,1 % | 3.347.781 $ | -605.261 $ | -15,3 % | 3.953.042 $ | +1.274.676 $ | +47,6 % | 2.678.366 $ | +426.697 $ | +19,0 % |
| PATTON ALBERTSON MILLER GROUP, LLC | 3.627.651 $ | -317.421 $ | -8,0 % | 3.945.072 $ | +1.253.962 $ | +46,6 % | 2.691.110 $ | |||||
| EVERMAY WEALTH MANAGEMENT LLC | 3.388.102 $ | -417.645 $ | -11,0 % | 3.805.747 $ | -136.621 $ | -3,5 % | 3.942.368 $ | +94.057 $ | +2,4 % | |||
| New Capital Management LP | 3.563.512 $ | -341.006 $ | -8,7 % | 3.904.518 $ | +3.640.715 $ | +1.380,1 % | 263.803 $ | +27.300 $ | +11,5 % | |||
| ARKANSAS FINANCIAL GROUP, INC. | 3.866.339 $ | -30.586 $ | -0,8 % | 3.896.925 $ | +582.916 $ | +17,6 % | 3.314.009 $ | +901.029 $ | +37,3 % | |||
| Gateway Wealth Partners, LLC | 1.901.254 $ | -1.987.004 $ | -51,1 % | 3.888.258 $ | +1.981.336 $ | +103,9 % | 1.906.922 $ | +317.994 $ | +20,0 % | |||
| TITLEIST ASSET MANAGEMENT, LLC | 3.883.054 $ | +478.912 $ | +14,1 % | 3.404.142 $ | -435.755 $ | -11,3 % | 3.839.897 $ | +103.967 $ | +2,8 % | 3.735.930 $ | +2.655.514 $ | +245,8 % |
| COURIER CAPITAL LLC | 3.375.716 $ | +168.504 $ | +5,3 % | 3.207.212 $ | -553.605 $ | -14,7 % | 3.760.817 $ | -106.365 $ | -2,8 % | 3.867.182 $ | +63.494 $ | +1,7 % |
| Weil Company, Inc. | 3.853.493 $ | +1.246.284 $ | +47,8 % | 2.607.209 $ | -487.383 $ | -15,7 % | 3.094.592 $ | +111.107 $ | +3,7 % | 2.983.485 $ | +242.166 $ | +8,8 % |
| Freestone Capital Holdings, LLC | 2.994.198 $ | -501.170 $ | -14,3 % | 3.495.368 $ | -357.691 $ | -9,3 % | 3.853.059 $ | +362.500 $ | +10,4 % | |||
| Perennial Advisors, LLC | 3.385.870 $ | +112.284 $ | +3,4 % | 3.273.586 $ | -579.271 $ | -15,0 % | 3.852.857 $ | |||||
| Scarborough Advisors, LLC | 3.399.695 $ | -200.091 $ | -5,6 % | 3.599.786 $ | -244.337 $ | -6,4 % | 3.844.123 $ | +385.321 $ | +11,1 % | |||
| Cobblestone Asset Management LLC | 1.618.544 $ | +144.589 $ | +9,8 % | 1.473.955 $ | +93.369 $ | +6,8 % | 1.380.586 $ | -2.463.301 $ | -64,1 % | 3.843.887 $ | +129.852 $ | +3,5 % |
| Elyxium Wealth, LLC | 3.376.345 $ | -452.961 $ | -11,8 % | 3.829.306 $ | +190.790 $ | +5,2 % | 3.638.516 $ | +257.631 $ | +7,6 % | |||
| Nearwater Capital Markets, Ltd | 3.826.144 $ | +246.547 $ | +6,9 % | 3.579.597 $ | ||||||||
| Wedmont Private Capital | 2.286.314 $ | -261.708 $ | -10,3 % | 2.548.022 $ | -133.428 $ | -5,0 % | 2.681.450 $ | -1.142.497 $ | -29,9 % | 3.823.947 $ | +179.594 $ | +4,9 % |
| Red Mountain Financial, LLC | 2.977.510 $ | -842.639 $ | -22,1 % | 3.820.149 $ | +218.068 $ | +6,1 % | 3.602.081 $ | +335.581 $ | +10,3 % | |||
| Forthright Family Wealth Advisory LLC | 3.407.498 $ | -408.060 $ | -10,7 % | 3.815.558 $ | +517.913 $ | +15,7 % | ||||||
| LM Advisors LLC | 3.810.000 $ | +3.758.587 $ | +7.310,6 % | 51.413 $ | -2.039 $ | -3,8 % | 53.452 $ | -3.908.548 $ | -98,7 % | |||
| Crown Wealth Group, LLC | 3.317.532 $ | -488.512 $ | -12,8 % | 3.806.044 $ | +1.275.082 $ | +50,4 % | 2.530.962 $ | |||||
| Uniting Wealth Partners, LLC | 3.220.653 $ | -536.285 $ | -14,3 % | 3.756.938 $ | +336.921 $ | +9,9 % | 3.420.017 $ | +370.736 $ | +12,2 % | |||
| One Wealth Advisors, LLC | 2.634.814 $ | -539.702 $ | -17,0 % | 3.174.516 $ | -582.322 $ | -15,5 % | 3.756.838 $ | +528.442 $ | +16,4 % | |||
| New England Private Wealth Advisors LLC | 3.325.182 $ | +80.258 $ | +2,5 % | 3.244.924 $ | -507.645 $ | -13,5 % | 3.752.569 $ | +297.654 $ | +8,6 % | 3.454.915 $ | +358.227 $ | +11,6 % |
| Independent Wealth Advisors LLC | 3.273.057 $ | -475.153 $ | -12,7 % | 3.748.210 $ | +115.936 $ | +3,2 % | 3.632.274 $ | |||||
| Compass Financial Group, Inc. | 3.215.216 $ | -517.390 $ | -13,9 % | 3.732.606 $ | +244.569 $ | +7,0 % | 3.488.037 $ | +252.901 $ | +7,8 % | |||
| Generation Capital Management LLC | 1.076.017 $ | -2.617.094 $ | -70,9 % | 3.693.111 $ | -29.345 $ | -0,8 % | 3.722.456 $ | +615.177 $ | +19,8 % | |||
| Ascentis Independent Advisors | 932.900 $ | -2.787.446 $ | -74,9 % | 3.720.346 $ | +1.857.819 $ | +99,7 % | 1.862.527 $ | +113.646 $ | +6,5 % | |||
| Mosley Wealth Management | 3.700.410 $ | +173.262 $ | +4,9 % | 3.527.148 $ | +841.789 $ | +31,3 % | 2.685.359 $ | -136.762 $ | -4,8 % | 2.822.121 $ | ||
| Roundview Capital LLC | 3.140.310 $ | -532.965 $ | -14,5 % | 3.673.275 $ | +353.990 $ | +10,7 % | 3.319.285 $ | +588.445 $ | +21,5 % | |||
| GUIDANCE CAPITAL, INC | 2.888.178 $ | +763.323 $ | +35,9 % | 2.124.855 $ | -1.547.000 $ | -42,1 % | 3.671.855 $ | -483.248 $ | -11,6 % | |||
| NVWM, LLC | 2.666.646 $ | +169.002 $ | +6,8 % | 2.497.644 $ | -135.783 $ | -5,2 % | 2.633.427 $ | -1.034.078 $ | -28,2 % | 3.667.505 $ | +400.715 $ | +12,3 % |
| ANCHOR CAPITAL ADVISORS LLC | 3.665.256 $ | |||||||||||
| HIGHLINE WEALTH PARTNERS LLC | 3.257.002 $ | +148.861 $ | +4,8 % | 3.108.141 $ | -546.884 $ | -15,0 % | 3.655.025 $ | +204.651 $ | +5,9 % | 3.450.374 $ | +411.572 $ | +13,5 % |
| Confluence Wealth Services, Inc. | 2.528.151 $ | -395.411 $ | -13,5 % | 2.923.562 $ | -723.894 $ | -19,8 % | 3.647.456 $ | +467.625 $ | +14,7 % | |||
| Alhambra Investment Management LLC | 3.641.334 $ | +685.948 $ | +23,2 % | 2.955.386 $ | -414.089 $ | -12,3 % | 3.369.475 $ | -35.038 $ | -1,0 % | 3.404.513 $ | -41.183 $ | -1,2 % |
| Columbus Macro, LLC | 3.628.965 $ | +853.686 $ | +30,8 % | 2.775.279 $ | +546.849 $ | +24,5 % | 2.228.430 $ | +64.309 $ | +3,0 % | 2.164.121 $ | +101.247 $ | +4,9 % |
| Bison Wealth, LLC | 3.617.060 $ | +1.488.233 $ | +69,9 % | 2.128.827 $ | +190.668 $ | +9,8 % | 1.938.159 $ | +251.436 $ | +14,9 % | 1.686.723 $ | +493.713 $ | +41,4 % |
| Veridan Wealth LLC | 3.242.450 $ | -362.324 $ | -10,1 % | 3.604.774 $ | +304.321 $ | +9,2 % | 3.300.453 $ | +269.437 $ | +8,9 % | |||
| Walkner Condon Financial Advisors LLC | 3.098.979 $ | -504.866 $ | -14,0 % | 3.603.845 $ | +502.096 $ | +16,2 % | 3.101.749 $ | +279.365 $ | +9,9 % | |||
| Running Point Capital Advisors, LLC | 3.601.401 $ | +593.473 $ | +19,7 % | |||||||||
| Focus Financial Network, Inc. | 1.761.311 $ | -1.433.819 $ | -44,9 % | 3.195.130 $ | -397.566 $ | -11,1 % | 3.592.696 $ | +765.301 $ | +27,1 % | 2.827.395 $ | +563.011 $ | +24,9 % |
| FIRST NATIONAL TRUST CO | 3.591.406 $ | +1.967.499 $ | +121,2 % | 1.623.907 $ | +423.647 $ | +35,3 % | 1.200.260 $ | +69.342 $ | +6,1 % | |||
| Pilgrim Partners Asia Pte Ltd | 1.736.730 $ | -1.850.500 $ | -51,6 % | 3.587.230 $ | +1.404.569 $ | +64,4 % | 2.182.661 $ | +739.632 $ | +51,3 % | |||
| EASTERN BANK | 2.788.560 $ | -265.819 $ | -8,7 % | 3.054.379 $ | -528.355 $ | -14,7 % | 3.582.734 $ | +680.744 $ | +23,5 % | 2.901.990 $ | +503.127 $ | +21,0 % |
| M Wealth Management, LLC | 3.205.950 $ | +124.659 $ | +4,0 % | 3.081.291 $ | -492.567 $ | -13,8 % | 3.573.858 $ | +283.919 $ | +8,6 % | 3.289.939 $ | +343.611 $ | +11,7 % |
| SigFig Wealth Management, LLC | 1.481.201 $ | +51.883 $ | +3,6 % | 1.429.318 $ | -30.597 $ | -2,1 % | 1.459.915 $ | -2.106.519 $ | -59,1 % | 3.566.434 $ | +261.518 $ | +7,9 % |
| Strategic Investment Solutions, Inc. /IL | 2.890.298 $ | -654.439 $ | -18,5 % | 3.544.737 $ | +309.219 $ | +9,6 % | 3.235.518 $ | -295.718 $ | -8,4 % | |||
| TABR Capital Management, LLC | 3.543.709 $ | |||||||||||
| Shared Vision Wealth Group LLC | 1.375.553 $ | -219.158 $ | -13,7 % | 1.594.711 $ | -1.938.259 $ | -54,9 % | 3.532.970 $ | +652.371 $ | +22,6 % | |||
| Alaethes Wealth, LLC | 3.029.008 $ | -496.422 $ | -14,1 % | 3.525.430 $ | +312.234 $ | +9,7 % | 3.213.196 $ | +381.715 $ | +13,5 % | |||
| GOULD ASSET MANAGEMENT LLC /CA/ | 2.861.829 $ | -502.268 $ | -14,9 % | 3.364.097 $ | -149.590 $ | -4,3 % | 3.513.687 $ | +196.103 $ | +5,9 % | |||
| Claro Advisors Inc. | 1.986.845 $ | -43.392 $ | -2,1 % | 2.030.237 $ | -1.473.710 $ | -42,1 % | 3.503.947 $ | +653.255 $ | +22,9 % | |||
| Arlington Trust Co LLC | 3.482.010 $ | +944.874 $ | +37,2 % | 2.537.136 $ | -703.273 $ | -21,7 % | 3.240.409 $ | +256.924 $ | +8,6 % | 2.983.485 $ | +325.415 $ | +12,2 % |
| NORTH DALLAS BANK & TRUST CO | 3.036.333 $ | -440.785 $ | -12,7 % | 3.477.118 $ | +205.561 $ | +6,3 % | 3.271.557 $ | |||||
| Twelve Points Wealth Management LLC | 3.468.476 $ | -7.849 $ | -0,2 % | 3.476.325 $ | +275.717 $ | +8,6 % | 3.200.608 $ | +574.630 $ | +21,9 % | |||
| WealthShield Partners, LLC | 1.510.729 $ | -738.585 $ | -32,8 % | 2.249.314 $ | -1.217.051 $ | -35,1 % | 3.466.365 $ | +468.750 $ | +15,6 % | |||
| Verity Asset Management, Inc. | 1.746.849 $ | -1.689.889 $ | -49,2 % | 3.436.738 $ | ||||||||
| 5T Wealth, LLC | 1.888.447 $ | -692.613 $ | -26,8 % | 2.581.060 $ | -843.573 $ | -24,6 % | 3.424.633 $ | +606.252 $ | +21,5 % | |||
| HighPoint Advisor Group LLC | 3.056.850 $ | -366.889 $ | -10,7 % | 3.423.739 $ | +207.159 $ | +6,4 % | 3.216.580 $ | |||||
| COWA, LLC | 2.195.756 $ | -472.318 $ | -17,7 % | 2.668.074 $ | -741.634 $ | -21,8 % | 3.409.708 $ | -146.489 $ | -4,1 % | |||
| New Republic Capital, LLC | 3.391.101 $ | +113.639 $ | +3,5 % | 3.277.462 $ | +889.457 $ | +37,2 % | 2.388.005 $ | +720.504 $ | +43,2 % | |||
| Trust Point Inc. | 2.894.297 $ | -484.876 $ | -14,3 % | 3.379.173 $ | +259.891 $ | +8,3 % | 3.119.282 $ | +295.151 $ | +10,5 % | |||
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 2.905.021 $ | -451.230 $ | -13,4 % | 3.356.251 $ | +350.120 $ | +11,6 % | 3.006.131 $ | |||||
| NewSquare Capital LLC | 2.915.894 $ | -436.919 $ | -13,0 % | 3.352.813 $ | +193.027 $ | +6,1 % | 3.159.786 $ | -168.787 $ | -5,1 % | |||
| Novak & Powell Financial Services, Inc. | 2.829.284 $ | -522.824 $ | -15,6 % | 3.352.108 $ | +265.700 $ | +8,6 % | 3.086.408 $ | +292.768 $ | +10,5 % | |||
| Wealthcare Advisory Partners LLC | 3.090.651 $ | +288.324 $ | +10,3 % | 2.802.327 $ | -549.693 $ | -16,4 % | 3.352.020 $ | +761.236 $ | +29,4 % | 2.590.784 $ | +362.203 $ | +16,3 % |
| Headlands Technologies LLC | 955.879 $ | +138.816 $ | +17,0 % | 817.063 $ | -2.530.576 $ | -75,6 % | 3.347.639 $ | +1.626.920 $ | +94,5 % | |||
| Roger Wittlin Investment Advisory, LLC | 3.338.541 $ | +6.209 $ | +0,2 % | 3.332.332 $ | +811.485 $ | +32,2 % | 2.520.847 $ | -419.130 $ | -14,3 % | 2.939.977 $ | +441.492 $ | +17,7 % |
| WHITENER CAPITAL MANAGEMENT, INC. | 2.910.240 $ | +110.103 $ | +3,9 % | 2.800.137 $ | -516.795 $ | -15,6 % | 3.316.932 $ | +262.261 $ | +8,6 % | 3.054.671 $ | +321.357 $ | +11,8 % |
| Kurv Investment Management LLC | 1.647.082 $ | -1.664.976 $ | -50,3 % | 3.312.058 $ | ||||||||
| AAFMAA Wealth Management & Trust LLC | 305.210 $ | -2.991.348 $ | -90,7 % | 3.296.558 $ | ||||||||
| Csenge Advisory Group | 2.069.276 $ | -227.997 $ | -9,9 % | 2.297.273 $ | -969.820 $ | -29,7 % | 3.267.093 $ | +578.969 $ | +21,5 % | |||
| Betterment LLC | 3.250.000 $ | +89.000 $ | +2,8 % | 3.161.000 $ | +1.117.000 $ | +54,6 % | 2.044.000 $ | +710.000 $ | +53,2 % | |||
| ENDEAVOR PRIVATE WEALTH, INC. | 1.871.893 $ | -210.005 $ | -10,1 % | 2.081.898 $ | -1.151.833 $ | -35,6 % | 3.233.731 $ | +1.076.464 $ | +49,9 % | |||
| Ipsen Advisor Group LLC | 1.872.255 $ | -392.680 $ | -17,3 % | 2.264.935 $ | -964.357 $ | -29,9 % | 3.229.292 $ | +183.105 $ | +6,0 % | |||
| ASL Financial, LLC | 2.588.468 $ | -146.051 $ | -5,3 % | 2.734.519 $ | -494.165 $ | -15,3 % | 3.228.684 $ | +539.441 $ | +20,1 % | 2.689.243 $ | ||
| MONETA GROUP INVESTMENT ADVISORS LLC | 2.069.972 $ | -1.016.235 $ | -32,9 % | 3.086.207 $ | -121.440 $ | -3,8 % | 3.207.647 $ | +786.344 $ | +32,5 % | |||
| Squarepoint Ops LLC | 3.206.296 $ | +336.029 $ | +11,7 % | |||||||||
| JOHNSON INVESTMENT COUNSEL INC | 3.191.959 $ | +365.461 $ | +12,9 % | 2.826.498 $ | ||||||||
| MONECO ADVISORS, LLC | 2.695.203 $ | -496.217 $ | -15,5 % | 3.191.420 $ | +292.651 $ | +10,1 % | 2.898.769 $ | +231.580 $ | +8,7 % | |||
| Sterling Capital Management LLC | 2.733.160 $ | -457.879 $ | -14,3 % | 3.191.039 $ | +253.010 $ | +8,6 % | 2.938.029 $ | +282.433 $ | +10,6 % | |||
| Composition Wealth, LLC | 2.831.994 $ | -354.092 $ | -11,1 % | 3.186.086 $ | +790.593 $ | +33,0 % | 2.395.493 $ | +541.604 $ | +29,2 % | |||
| Inlet Private Wealth, LLC | 2.681.485 $ | +92.700 $ | +3,6 % | 2.588.785 $ | -429.990 $ | -14,2 % | 3.018.775 $ | -141.092 $ | -4,5 % | 3.159.867 $ | +319.727 $ | +11,3 % |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2.513.049 $ | -421.004 $ | -14,3 % | 2.934.053 $ | -225.165 $ | -7,1 % | 3.159.218 $ | +447.080 $ | +16,5 % | |||
| WORMSER FRERES GESTION | 3.121.188 $ | +362.221 $ | +13,1 % | 2.758.967 $ | -345.542 $ | -11,1 % | 3.104.509 $ | +556.116 $ | +21,8 % | 2.548.393 $ | +44.326 $ | +1,8 % |
| American Trust | 821.662 $ | -1.238.862 $ | -60,1 % | 2.060.524 $ | -1.060.178 $ | -34,0 % | 3.120.702 $ | -1.525.787 $ | -32,8 % | |||
| Catalyst Investment Management LLC | 446.642 $ | -2.130.516 $ | -82,7 % | 2.577.158 $ | -526.945 $ | -17,0 % | 3.104.103 $ | |||||
| Valued Retirements, Inc. | 1.789.663 $ | -1.313.657 $ | -42,3 % | 3.103.320 $ | +246.055 $ | +8,6 % | 2.857.265 $ | +624.715 $ | +28,0 % | |||
| Sharp Wealth Advisory, LLC | 2.844.537 $ | -257.813 $ | -8,3 % | 3.102.350 $ | +281.692 $ | +10,0 % | 2.820.658 $ | +399.091 $ | +16,5 % | |||
| Ashurst Perkins Coie Trust Co | 954.224 $ | +198.068 $ | +26,2 % | 756.156 $ | -2.338.790 $ | -75,6 % | 3.094.946 $ | +245.069 $ | +8,6 % | 2.849.877 $ | +294.924 $ | +11,5 % |
| PFG Advisors | 1.916.836 $ | -473.358 $ | -19,8 % | 2.390.194 $ | -662.875 $ | -21,7 % | 3.053.069 $ | +276.568 $ | +10,0 % | 2.776.501 $ | +398.523 $ | +16,8 % |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.665.428 $ | -370.009 $ | -12,2 % | 3.035.437 $ | +371.924 $ | +14,0 % | 2.663.513 $ | +438.279 $ | +19,7 % | |||
| Waldron Private Wealth LLC | 2.593.089 $ | -434.413 $ | -14,3 % | 3.027.502 $ | +179.166 $ | +6,3 % | 2.848.336 $ | +364.623 $ | +14,7 % | |||
| Grant Street Asset Management, Inc. | 258.320 $ | -2.760.808 $ | -91,4 % | 3.019.128 $ | +2.741.445 $ | +987,3 % | 277.683 $ | -2.214.399 $ | -88,9 % | |||
| Almanack Investment Partners, LLC. | 3.003.615 $ | -263.758 $ | -8,1 % | |||||||||
| Guardian Capital, LLC | 2.995.254 $ | |||||||||||
| Sagace Wealth Management LLC | 2.751.660 $ | -242.342 $ | -8,1 % | 2.994.002 $ | +122.776 $ | +4,3 % | 2.871.226 $ | +185.067 $ | +6,9 % | |||
| True Vision MN LLC | 1.238.119 $ | -1.752.752 $ | -58,6 % | 2.990.871 $ | +117.984 $ | +4,1 % | ||||||
| Main Street Financial Solutions, LLC | 2.744.154 $ | -239.588 $ | -8,0 % | 2.983.742 $ | +98.794 $ | +3,4 % | 2.884.948 $ | +242.524 $ | +9,2 % | |||
| Centurion Wealth Management LLC | 1.695.161 $ | -414.966 $ | -19,7 % | 2.110.127 $ | -760.275 $ | -26,5 % | 2.870.402 $ | -106.833 $ | -3,6 % | 2.977.235 $ | +316.108 $ | +11,9 % |
| OFC FINANCIAL PLANNING, LLC | 2.395.706 $ | -577.754 $ | -19,4 % | 2.973.460 $ | +202.966 $ | +7,3 % | 2.770.494 $ | +263.786 $ | +10,5 % | |||
| Tyche Wealth Partners LLC | 246.760 $ | -2.706.610 $ | -91,6 % | 2.953.370 $ | +643.359 $ | +27,9 % | ||||||
| TWIN PEAKS WEALTH ADVISORS, LLC | 1.315.151 $ | +16.647 $ | +1,3 % | 1.298.504 $ | -1.638.222 $ | -55,8 % | 2.936.726 $ | +926.018 $ | +46,1 % | |||
| Citizens National Bank Trust Department | 2.550.124 $ | -381.372 $ | -13,0 % | 2.931.496 $ | +198.096 $ | +7,2 % | 2.733.400 $ | +555.612 $ | +25,5 % | |||
| ATX Financial Planning, LLC | 2.404.777 $ | -404.422 $ | -14,4 % | 2.809.199 $ | -119.741 $ | -4,1 % | 2.928.940 $ | +201.790 $ | +7,4 % | 2.727.150 $ | ||
| Simplicity Wealth,LLC | 1.426.912 $ | -298.203 $ | -17,3 % | 1.725.115 $ | -1.197.898 $ | -41,0 % | 2.923.013 $ | -2.093.241 $ | -41,7 % | |||
| Arete Wealth Advisors, LLC | 871.083 $ | -2.051.797 $ | -70,2 % | 2.922.880 $ | +1.742.101 $ | +147,5 % | 1.180.779 $ | -31.221 $ | -2,6 % | |||
| Five Pine Wealth Management | 2.635.041 $ | +107.002 $ | +4,2 % | 2.528.039 $ | -383.017 $ | -13,2 % | 2.911.056 $ | +113.919 $ | +4,1 % | 2.797.137 $ | +266.848 $ | +10,5 % |
| Simmons Bank | 2.904.642 $ | +427.785 $ | +17,3 % | 2.476.857 $ | +798.587 $ | +47,6 % | 1.678.270 $ | +171.639 $ | +11,4 % | |||
| MISSION WEALTH MANAGEMENT, LP | 1.665.834 $ | -1.229.933 $ | -42,5 % | 2.895.767 $ | +1.486.882 $ | +105,5 % | 1.408.885 $ | +93.606 $ | +7,1 % | 1.315.279 $ | +177.811 $ | +15,6 % |
| 15 Wealth Advisors LLC | 2.893.776 $ | |||||||||||
| OAK FAMILY ADVISORS, LLC | 2.573.005 $ | +63.204 $ | +2,5 % | 2.509.801 $ | -380.436 $ | -13,2 % | 2.890.237 $ | +242.147 $ | +9,1 % | 2.648.090 $ | -12.818 $ | -0,5 % |
| Sage Mountain Advisors LLC | 2.514.698 $ | -372.793 $ | -12,9 % | 2.887.491 $ | +228.942 $ | +8,6 % | 2.658.549 $ | +255.913 $ | +10,7 % | |||
| Strategic Financial Concepts, LLC | 421.270 $ | -2.461.383 $ | -85,4 % | 2.882.653 $ | +483.024 $ | +20,1 % | 2.399.629 $ | |||||
| BROWN BROTHERS HARRIMAN & CO | 2.600.942 $ | -137.748 $ | -5,0 % | 2.738.690 $ | -140.572 $ | -4,9 % | 2.879.262 $ | +931.573 $ | +47,8 % | |||
| Davis Wealth Advisors, LLC | 1.677.873 $ | -689.089 $ | -29,1 % | 2.366.962 $ | -504.183 $ | -17,6 % | 2.871.145 $ | +843.777 $ | +41,6 % | |||
| Verus Financial Partners, Inc. | 2.277.457 $ | -441.859 $ | -16,2 % | 2.719.316 $ | -151.408 $ | -5,3 % | 2.870.724 $ | +667.831 $ | +30,3 % | |||
| Bridgewealth Advisory Group, LLC | 1.945.062 $ | -430.850 $ | -18,1 % | 2.375.912 $ | -489.145 $ | -17,1 % | 2.865.057 $ | +589.102 $ | +25,9 % | |||
| CARDIFF PARK ADVISORS, LLC | 2.406.881 $ | -446.858 $ | -15,7 % | 2.853.739 $ | +307.436 $ | +12,1 % | 2.546.303 $ | +369.170 $ | +17,0 % | |||
| Mayflower Financial Advisors, LLC | 2.834.236 $ | +182.086 $ | +6,9 % | 2.652.150 $ | +16.115 $ | +0,6 % | 2.636.035 $ | +350.656 $ | +15,3 % | |||
| Stratos Wealth Advisors, LLC | 2.571.451 $ | -260.513 $ | -9,2 % | 2.831.964 $ | +6.436 $ | +0,2 % | 2.825.528 $ | -707.892 $ | -20,0 % | |||
| FLYWHEEL PRIVATE WEALTH LLC | 2.417.327 $ | -412.638 $ | -14,6 % | 2.829.965 $ | +210.663 $ | +8,0 % | 2.619.302 $ | +266.114 $ | +11,3 % | |||
| ACCREDITED INVESTOR SERVICES, LLC | 2.423.116 $ | -405.938 $ | -14,3 % | 2.829.054 $ | +337.541 $ | +13,5 % | 2.491.513 $ | +257.838 $ | +11,5 % | |||
| Turning Point Benefit Group, Inc. | 2.690.159 $ | +402.010 $ | +17,6 % | 2.288.149 $ | -540.593 $ | -19,1 % | 2.828.742 $ | +162.509 $ | +6,1 % | |||
| Northstar Financial Companies, Inc. | 2.684.909 $ | -135.682 $ | -4,8 % | 2.820.591 $ | +248.070 $ | +9,6 % | 2.572.521 $ | +1.202.407 $ | +87,8 % | |||
| Nicht ausgewiesen | 2.818.160 $ | +2.506.077 $ | +803,0 % | 312.083 $ | -52.282 $ | -14,3 % | 364.365 $ | +28.889 $ | +8,6 % | 335.476 $ | ||
| Tactive Advisors, LLC | 2.815.568 $ | +799.387 $ | +39,6 % | 2.016.181 $ | -213.974 $ | -9,6 % | 2.230.155 $ | +259.633 $ | +13,2 % | 1.970.522 $ | +112.133 $ | +6,0 % |
| Boyce & Associates Wealth Consulting, Inc. | 2.761.460 $ | +250.904 $ | +10,0 % | 2.510.556 $ | -303.952 $ | -10,8 % | 2.814.508 $ | +589.882 $ | +26,5 % | 2.224.626 $ | +212.099 $ | +10,5 % |
| TENET WEALTH PARTNERS, LLC | 2.808.867 $ | +102.218 $ | +3,8 % | 2.706.649 $ | ||||||||
| Relyea Zuckerberg Hanson LLC | 2.653.213 $ | +137.522 $ | +5,5 % | 2.515.691 $ | -289.560 $ | -10,3 % | 2.805.251 $ | +247.990 $ | +9,7 % | 2.557.261 $ | +264.642 $ | +11,5 % |
| Owl Creek Wealth Partners LLC | 2.805.186 $ | +136.559 $ | +5,1 % | 2.668.627 $ | -38.152 $ | -1,4 % | 2.706.779 $ | |||||
| Bank OZK | 2.399.481 $ | -401.978 $ | -14,3 % | 2.801.459 $ | +115.464 $ | +4,3 % | 2.685.995 $ | +241.215 $ | +9,9 % | |||
| Guardian Partners Inc. | 2.196.562 $ | +1.054.473 $ | +92,3 % | 1.142.089 $ | -180.311 $ | -13,6 % | 1.322.400 $ | -1.465.200 $ | -52,6 % | 2.787.600 $ | ||
| REGATTA CAPITAL GROUP, LLC | 2.477.206 $ | -307.916 $ | -11,1 % | 2.785.122 $ | +589.964 $ | +26,9 % | 2.195.158 $ | +218.657 $ | +11,1 % | |||
| LOM Asset Management Ltd | 2.777.040 $ | +220.185 $ | +8,6 % | 2.556.855 $ | +264.855 $ | +11,6 % | ||||||
| FIRST TRUST ADVISORS LP | 1.981.660 $ | -782.016 $ | -28,3 % | 2.763.676 $ | +605.318 $ | +28,0 % | ||||||
| CATHY PARETO & ASSOCIATES, INC | 2.455.049 $ | +188.078 $ | +8,3 % | 2.266.971 $ | -492.762 $ | -17,9 % | 2.759.733 $ | +185.264 $ | +7,2 % | 2.574.469 $ | +374.850 $ | +17,0 % |
| FLORIDA FINANCIAL ADVISORS, LLC | 2.222.774 $ | -530.449 $ | -19,3 % | 2.753.223 $ | +1.457.040 $ | +112,4 % | 1.296.183 $ | +435.618 $ | +50,6 % | |||
| Nicht ausgewiesen | 2.374.034 $ | -378.321 $ | -13,7 % | 2.752.355 $ | ||||||||
| OPPENHEIMER & CO INC | 2.278.212 $ | -457.128 $ | -16,7 % | 2.735.340 $ | +35.382 $ | +1,3 % | 2.699.958 $ | +383.980 $ | +16,6 % | |||
| WESPAC Advisors, LLC | 1.216.240 $ | -884.260 $ | -42,1 % | 2.100.500 $ | -631.358 $ | -23,1 % | 2.731.858 $ | +776.237 $ | +39,7 % | |||
| ASHTON THOMAS SECURITIES, LLC | 1.320.443 $ | -1.085.355 $ | -45,1 % | 2.405.798 $ | -322.163 $ | -11,8 % | 2.727.961 $ | +236.316 $ | +9,5 % | |||
| Sankala Group LLC | 2.727.479 $ | +629.184 $ | +30,0 % | 2.098.295 $ | -289.031 $ | -12,1 % | 2.387.326 $ | |||||
| SILVER OAK SECURITIES, INCORPORATED | 2.716.746 $ | +60.789 $ | +2,3 % | 2.655.957 $ | +47.173 $ | +1,8 % | 2.608.784 $ | +323.187 $ | +14,1 % | |||
| GLENMEDE TRUST CO NA | 1.817.373 $ | -392.621 $ | -17,8 % | 2.209.994 $ | -504.573 $ | -18,6 % | 2.714.567 $ | |||||
| Green Ridge Wealth Planning LLC | 904.398 $ | +33.768 $ | +3,9 % | 870.630 $ | -1.838.791 $ | -67,9 % | 2.709.421 $ | +1.253.962 $ | +86,2 % | 1.455.459 $ | ||
| SATOVSKY ASSET MANAGEMENT LLC | 2.302.753 $ | -391.328 $ | -14,5 % | 2.694.081 $ | +206.383 $ | +8,3 % | 2.487.698 $ | +213.417 $ | +9,4 % | |||
| HORAN Wealth, LLC | 2.300.866 $ | -385.458 $ | -14,3 % | 2.686.324 $ | +1.413.172 $ | +111,0 % | 1.273.152 $ | +131.754 $ | +11,5 % | |||
| Skyline Advisors, Inc. | 2.686.193 $ | +1.062.815 $ | +65,5 % | 1.623.378 $ | ||||||||
| KANAWHA CAPITAL MANAGEMENT LLC | 2.676.409 $ | +143.502 $ | +5,7 % | 2.532.907 $ | -2.839 $ | -0,1 % | 2.535.746 $ | +528.250 $ | +26,3 % | 2.007.496 $ | +531.211 $ | +36,0 % |
| Holistic Financial Partners | 2.289.615 $ | -383.573 $ | -14,3 % | 2.673.188 $ | +211.951 $ | +8,6 % | 2.461.237 $ | +60.773 $ | +2,5 % | |||
| PFG Investments, LLC | 1.680.853 $ | -354.470 $ | -17,4 % | 2.035.323 $ | -617.740 $ | -23,3 % | 2.653.063 $ | +732.425 $ | +38,1 % | |||
| Americana Partners, LLC | 2.398.047 $ | -251.954 $ | -9,5 % | 2.650.001 $ | +408.978 $ | +18,2 % | 2.241.023 $ | +260.296 $ | +13,1 % | |||
| 4J Wealth Management LLC | 1.975.115 $ | -60.323 $ | -3,0 % | 2.035.438 $ | -585.622 $ | -22,3 % | 2.621.060 $ | +278.012 $ | +11,9 % | |||
| OLD NATIONAL BANCORP /IN/ | 2.614.866 $ | +70.708 $ | +2,8 % | 2.544.158 $ | +484.829 $ | +23,5 % | 2.059.329 $ | +202.972 $ | +10,9 % | 1.856.357 $ | +413.620 $ | +28,7 % |
| KINGSWOOD WEALTH ADVISORS, LLC | 1.975.191 $ | -636.108 $ | -24,4 % | 2.611.299 $ | +660.946 $ | +33,9 % | 1.950.353 $ | +179.786 $ | +10,2 % | |||
| Advus Financial Partners, LLC | 2.086.598 $ | -396.322 $ | -16,0 % | 2.482.920 $ | -124.676 $ | -4,8 % | 2.607.596 $ | +332.401 $ | +14,6 % | 2.275.195 $ | +518.527 $ | +29,5 % |
| Naviter Wealth, LLC | 2.581.385 $ | +157.778 $ | +6,5 % | 2.423.607 $ | +118.866 $ | +5,2 % | 2.304.741 $ | +33.589 $ | +1,5 % | |||
| RFG - Bristol Wealth Advisors, LLC | 1.718.455 $ | -110.473 $ | -6,0 % | 1.828.928 $ | -676.227 $ | -27,0 % | 2.505.155 $ | -73.941 $ | -2,9 % | 2.579.096 $ | +147.341 $ | +6,1 % |
| Grand Central Investment Group | 2.184.429 $ | -389.931 $ | -15,1 % | 2.574.360 $ | +204.115 $ | +8,6 % | 2.370.245 $ | |||||
| Clear Retirement Advice LLC | 2.109.825 $ | -355.217 $ | -14,4 % | 2.465.042 $ | -101.212 $ | -3,9 % | 2.566.254 $ | |||||
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 1.211.407 $ | +244.265 $ | +25,3 % | 967.142 $ | -1.594.096 $ | -62,2 % | 2.561.238 $ | +184.351 $ | +7,8 % | |||
| Robertson Stephens Wealth Management, LLC | 2.555.588 $ | +1.103.908 $ | +76,0 % | 1.451.680 $ | -212.693 $ | -12,8 % | 1.664.373 $ | +5.421 $ | +0,3 % | 1.658.952 $ | +252.453 $ | +17,9 % |
| Pachira Investments Inc. | 2.553.792 $ | +1.130.202 $ | +79,4 % | 1.423.590 $ | +226.377 $ | +18,9 % | 1.197.213 $ | +723.343 $ | +152,6 % | 473.870 $ | ||
| Spectrum Planning & Advisory Services Inc. | 1.100.407 $ | -4.855 $ | -0,4 % | 1.105.262 $ | -1.446.642 $ | -56,7 % | 2.551.904 $ | +93.370 $ | +3,8 % | |||
| Moors & Cabot, Inc. | 1.662.881 $ | -552.051 $ | -24,9 % | 2.214.932 $ | -336.403 $ | -13,2 % | 2.551.335 $ | +477.317 $ | +23,0 % | |||
| Azimuth Capital Investment Management LLC | 2.127.268 $ | -398.428 $ | -15,8 % | 2.525.696 $ | +291.573 $ | +13,1 % | 2.234.123 $ | +267.587 $ | +13,6 % | |||
| WEALTHGARDEN F.S. LLC | 1.960.212 $ | -115.515 $ | -5,6 % | 2.075.727 $ | -448.732 $ | -17,8 % | 2.524.459 $ | +531.506 $ | +26,7 % | |||
| May Hill Capital, LLC | 1.117.602 $ | -125.518 $ | -10,1 % | 1.243.120 $ | -1.269.556 $ | -50,5 % | 2.512.676 $ | +561.878 $ | +28,8 % | |||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2.508.857 $ | |||||||||||
| Bayshore Capital Advisors, LLC | 2.501.099 $ | |||||||||||
| Sound View Wealth Advisors Group, LLC | 2.141.313 $ | -358.728 $ | -14,3 % | 2.500.041 $ | +198.222 $ | +8,6 % | 2.301.819 $ | +238.207 $ | +11,5 % | |||
| Sachetta, LLC | 2.125.977 $ | -372.293 $ | -14,9 % | 2.498.270 $ | +195.647 $ | +8,5 % | 2.302.623 $ | -854.060 $ | -27,1 % | |||
| Aureum Wealth Management, LLC | 2.487.485 $ | +253.220 $ | +11,3 % | 2.234.265 $ | -151.874 $ | -6,4 % | 2.386.139 $ | +496.988 $ | +26,3 % | 1.889.151 $ | ||
| TPG Advisors LLC | 1.906.971 $ | -128.437 $ | -6,3 % | 2.035.408 $ | -220.825 $ | -9,8 % | 2.256.233 $ | -217.380 $ | -8,8 % | 2.473.613 $ | +263.408 $ | +11,9 % |
| Nest Investments, LLC | 1.165.011 $ | -1.197.327 $ | -50,7 % | 2.362.338 $ | -108.773 $ | -4,4 % | 2.471.111 $ | |||||
| DAVENPORT & Co LLC | 1.541.772 $ | +219.969 $ | +16,6 % | 1.321.803 $ | -1.147.030 $ | -46,5 % | 2.468.833 $ | +192.014 $ | +8,4 % | 2.276.819 $ | +196.761 $ | +9,5 % |
| COURAGE CAPITAL MANAGEMENT LLC | 2.114.000 $ | -354.000 $ | -14,3 % | 2.468.000 $ | +195.000 $ | +8,6 % | 2.273.000 $ | +235.000 $ | +11,5 % | |||
| CAPITAL & PLANNING, LLC | 2.403.668 $ | -57.670 $ | -2,3 % | 2.461.338 $ | +1.443.424 $ | +141,8 % | ||||||
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 2.456.305 $ | +163.393 $ | +7,1 % | 2.292.912 $ | +447.650 $ | +24,3 % | 1.845.262 $ | +316.283 $ | +20,7 % | |||
| Cornerstone Planning Group LLC | 1.142.590 $ | +54.308 $ | +5,0 % | 1.088.282 $ | +72.941 $ | +7,2 % | 1.015.341 $ | -1.433.593 $ | -58,5 % | 2.448.934 $ | +716.071 $ | +41,3 % |
| Virtus Family Office LLC | 1.961.049 $ | -427.382 $ | -17,9 % | 2.388.431 $ | -51.913 $ | -2,1 % | 2.440.344 $ | +313.914 $ | +14,8 % | |||
| Polaris Investment Advisors, LLC | 1.046.384 $ | -6.452 $ | -0,6 % | 1.052.836 $ | -580.592 $ | -35,5 % | 1.633.428 $ | -802.808 $ | -33,0 % | 2.436.236 $ | ||
| Dynamic Advisor Solutions LLC | 2.023.805 $ | -29.236 $ | -1,4 % | 2.053.041 $ | -361.926 $ | -15,0 % | 2.414.967 $ | +1.013.648 $ | +72,3 % | 1.401.319 $ | +166.558 $ | +13,5 % |
| Braun-Bostich & Associates Inc. | 2.411.338 $ | +995.828 $ | +70,4 % | 1.415.510 $ | -154.884 $ | -9,9 % | 1.570.394 $ | -840.842 $ | -34,9 % | 2.411.236 $ | +68.260 $ | +2,9 % |
| SILVERLAKE WEALTH MANAGEMENT LLC | 1.714.998 $ | +120.604 $ | +7,6 % | 1.594.394 $ | -798.445 $ | -33,4 % | 2.392.839 $ | +1.490 $ | +0,1 % | 2.391.349 $ | +305.688 $ | +14,7 % |
| A4 Wealth Advisors LLC | 2.387.908 $ | +1.279.044 $ | +115,3 % | 1.108.864 $ | -20.818 $ | -1,8 % | 1.129.682 $ | -522.371 $ | -31,6 % | 1.652.053 $ | +650.447 $ | +64,9 % |
| Clearstead Trust, LLC | 2.050.097 $ | -337.805 $ | -14,1 % | 2.387.902 $ | +77.885 $ | +3,4 % | 2.310.017 $ | +134.630 $ | +6,2 % | |||
| Kilter Group LLC | 24.390 $ | -1.897.851 $ | -98,7 % | 1.922.241 $ | -459.368 $ | -19,3 % | 2.381.609 $ | +188.321 $ | +8,6 % | |||
| SCS Capital Management LLC | 2.030.388 $ | -348.345 $ | -14,6 % | 2.378.733 $ | +174.237 $ | +7,9 % | 2.204.496 $ | +1.581.730 $ | +254,0 % | |||
| STOCK YARDS BANK & TRUST CO | 2.080.907 $ | -296.766 $ | -12,5 % | 2.377.673 $ | +193.549 $ | +8,9 % | 2.184.124 $ | +306.295 $ | +16,3 % | |||
| Cedar Point Capital Partners, LLC | 2.150.418 $ | -226.893 $ | -9,5 % | 2.377.311 $ | +326.645 $ | +15,9 % | 2.050.666 $ | +562.641 $ | +37,8 % | |||
| UPTICK PARTNERS, LLC | 1.083.396 $ | -1.287.113 $ | -54,3 % | 2.370.509 $ | +890.729 $ | +60,2 % | 1.479.780 $ | |||||
| Redhawk Wealth Advisors, Inc. | 2.357.049 $ | +244.399 $ | +11,6 % | 2.112.650 $ | +512.458 $ | +32,0 % | 1.600.192 $ | +74.602 $ | +4,9 % | 1.525.590 $ | +199.284 $ | +15,0 % |
| Venturi Wealth Management, LLC | 2.235.680 $ | -117.021 $ | -5,0 % | 2.352.701 $ | +226.638 $ | +10,7 % | 2.126.063 $ | +215.653 $ | +11,3 % | |||
| Riggs Asset Managment Co. Inc. | 748.682 $ | -1.474.801 $ | -66,3 % | 2.223.483 $ | -128.905 $ | -5,5 % | 2.352.388 $ | +273.640 $ | +13,2 % | |||
| MassMutual Private Wealth & Trust, FSB | 1.507.721 $ | -23.320 $ | -1,5 % | 1.531.041 $ | -256.491 $ | -14,3 % | 1.787.532 $ | -544.482 $ | -23,3 % | 2.332.014 $ | +230.271 $ | +11,0 % |
| Capital Advisors Wealth Management, LLC | 692.981 $ | -1.030.610 $ | -59,8 % | 1.723.591 $ | -259.745 $ | -13,1 % | 1.983.336 $ | -342.347 $ | -14,7 % | 2.325.683 $ | +430.461 $ | +22,7 % |
| Marks Group Wealth Management, Inc | 1.990.293 $ | -333.428 $ | -14,3 % | 2.323.721 $ | +124.339 $ | +5,7 % | 2.199.382 $ | +227.606 $ | +11,5 % | |||
| Tidal Investments LLC | 1.327.572 $ | -990.660 $ | -42,7 % | 2.318.232 $ | ||||||||
| Bradley & Co. Private Wealth Management, LLC | 1.813.825 $ | -500.639 $ | -21,6 % | 2.314.464 $ | +364.680 $ | +18,7 % | 1.949.784 $ | +139.921 $ | +7,7 % | |||
| MAIMON WEALTH MANAGEMENT LTD. | 1.924.750 $ | -175.144 $ | -8,3 % | 2.099.894 $ | -210.204 $ | -9,1 % | 2.310.098 $ | |||||
| Golden State Wealth Management, LLC | 2.304.520 $ | +1.475.993 $ | +178,1 % | 828.527 $ | +274.297 $ | +49,5 % | 554.230 $ | +14.641 $ | +2,7 % | |||
| Storen Legacy Partners, LLC | 2.297.920 $ | +107.585 $ | +4,9 % | 2.190.335 $ | ||||||||
| Cogent Private Wealth, Inc. | 2.293.541 $ | |||||||||||
| Sunesis Advisors, LLC | 1.495.098 $ | -341.098 $ | -18,6 % | 1.836.196 $ | -453.042 $ | -19,8 % | 2.289.238 $ | +236.906 $ | +11,5 % | |||
| SWP FINANCIAL LLC | 717.345 $ | +6.864 $ | +1,0 % | 710.481 $ | -1.576.971 $ | -68,9 % | 2.287.452 $ | -15.282 $ | -0,7 % | |||
| Marble Wealth, LLC | 507.864 $ | -105.424 $ | -17,2 % | 613.288 $ | -1.673.415 $ | -73,2 % | 2.286.703 $ | |||||
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2.281.301 $ | +567.224 $ | +33,1 % | 1.714.077 $ | +133.280 $ | +8,4 % | 1.580.797 $ | +449.287 $ | +39,7 % | 1.131.510 $ | ||
| Y.D. More Investments Ltd | 2.272.760 $ | +235.200 $ | +11,5 % | |||||||||
| MILESTONE ASSET MANAGEMENT, LLC | 1.280.303 $ | -108.703 $ | -7,8 % | 1.389.006 $ | -873.091 $ | -38,6 % | 2.262.097 $ | +1.534.327 $ | +210,8 % | 727.770 $ | +123.997 $ | +20,5 % |
| Greenhouse Wealth Management, LLC | 2.252.135 $ | +206.976 $ | +10,1 % | 2.045.159 $ | +211.646 $ | +11,5 % | ||||||
| BEAM WEALTH ADVISORS, INC. | 1.785.812 $ | -407.785 $ | -18,6 % | 2.193.597 $ | +770.606 $ | +54,2 % | 1.422.991 $ | +127.758 $ | +9,9 % | |||
| Glenview Trust Co | 1.819.564 $ | -368.919 $ | -16,9 % | 2.188.483 $ | +977.995 $ | +80,8 % | 1.210.488 $ | +125.269 $ | +11,5 % | |||
| Alesco Advisors, LLC, An ESL Co | 1.844.030 $ | -308.925 $ | -14,3 % | 2.152.955 $ | -33.034 $ | -1,5 % | 2.185.989 $ | +218.507 $ | +11,1 % | |||
| PETRA FINANCIAL ADVISORS INC | 707.680 $ | -1.475.036 $ | -67,6 % | 2.182.716 $ | +165.758 $ | +8,2 % | 2.016.958 $ | +180.420 $ | +9,8 % | |||
| Decker Retirement Planning Inc. | 2.177.065 $ | +2.082.659 $ | +2.206,1 % | 94.406 $ | -15.719 $ | -14,3 % | 110.125 $ | -73.082 $ | -39,9 % | 183.207 $ | +50.547 $ | +38,1 % |
| SWMG, LLC | 983.578 $ | +29.422 $ | +3,1 % | 954.156 $ | -1.218.429 $ | -56,1 % | 2.172.585 $ | +200.876 $ | +10,2 % | |||
| January Capital Advisors LLC | 1.777.203 $ | -394.619 $ | -18,2 % | 2.171.822 $ | ||||||||
| TD PRIVATE CLIENT WEALTH LLC | 1.854.073 $ | -303.202 $ | -14,1 % | 2.157.275 $ | ||||||||
| MainStreet Investment Advisors LLC | 2.155.811 $ | +937.263 $ | +76,9 % | 1.218.548 $ | +47.995 $ | +4,1 % | 1.170.553 $ | -947.491 $ | -44,7 % | |||
| Tudor Financial Inc. | 2.145.903 $ | +159.592 $ | +8,0 % | 1.986.311 $ | +282.256 $ | +16,6 % | ||||||
| Montis Financial, LLC | 1.837.838 $ | -307.888 $ | -14,3 % | 2.145.726 $ | +166.964 $ | +8,4 % | 1.978.762 $ | +204.775 $ | +11,5 % | |||
| Plante Moran Financial Advisors, LLC | 642.968 $ | +171.224 $ | +36,3 % | 471.744 $ | -1.673.579 $ | -78,0 % | 2.145.323 $ | +1.843.546 $ | +610,9 % | |||
| SAX WEALTH ADVISORS, LLC | 2.129.979 $ | +256.973 $ | +13,7 % | 1.873.006 $ | +47.663 $ | +2,6 % | 1.825.343 $ | +0 $ | +0,0 % | 1.825.343 $ | +263.593 $ | +16,9 % |
| Outlook Wealth Advisors, LLC | 1.839.270 $ | -289.353 $ | -13,6 % | 2.128.623 $ | +176.809 $ | +9,1 % | 1.951.814 $ | +775.123 $ | +65,9 % | |||
| Values First Advisors, Inc. | 1.855.407 $ | -250.852 $ | -11,9 % | 2.106.259 $ | +346.897 $ | +19,7 % | 1.759.362 $ | |||||
| FIRST HORIZON CORP | 1.783.169 $ | -245.481 $ | -12,1 % | 2.028.650 $ | -68.783 $ | -3,3 % | 2.097.433 $ | +234.157 $ | +12,6 % | |||
| NOVEM GROUP | 2.097.015 $ | +758.827 $ | +56,7 % | 1.338.188 $ | -218.277 $ | -14,0 % | 1.556.465 $ | +159.529 $ | +11,4 % | 1.396.936 $ | +80.236 $ | +6,1 % |
| Davies Financial Advisors, Inc. | 687.384 $ | -1.400.227 $ | -67,1 % | 2.087.611 $ | -3.299.589 $ | -61,2 % | ||||||
| Signal Advisors Wealth, LLC | 2.083.051 $ | +258.710 $ | +14,2 % | 1.824.341 $ | +502.465 $ | +38,0 % | 1.321.876 $ | +30.062 $ | +2,3 % | 1.291.814 $ | -13.561 $ | -1,0 % |
| Archford Capital Strategies, LLC | 683.290 $ | +398.533 $ | +140,0 % | 284.757 $ | -1.793.682 $ | -86,3 % | 2.078.439 $ | +247.109 $ | +13,5 % | |||
| Heirloom Wealth Management | 2.067.829 $ | |||||||||||
| Arta Finance Wealth Management LLC | 1.801.065 $ | -265.405 $ | -12,8 % | 2.066.470 $ | +670.833 $ | +48,1 % | 1.395.637 $ | |||||
| First PREMIER Bank | 1.830.000 $ | +63.000 $ | +3,6 % | 1.767.000 $ | -296.000 $ | -14,3 % | 2.063.000 $ | +162.000 $ | +8,5 % | 1.901.000 $ | +198.000 $ | +11,6 % |
| WealthBridge Capital Management, LLC | 1.743.192 $ | +50.107 $ | +3,0 % | 1.693.085 $ | -368.977 $ | -17,9 % | 2.062.062 $ | +23.640 $ | +1,2 % | 2.038.422 $ | +227.686 $ | +12,6 % |
| FIRST MANHATTAN CO. LLC. | 1.806.199 $ | -254.277 $ | -12,3 % | 2.060.476 $ | +358.666 $ | +21,1 % | 1.701.810 $ | +675.753 $ | +65,9 % | |||
| HUTCHINSON CAPITAL MANAGEMENT/CA | 1.746.697 $ | -292.620 $ | -14,3 % | 2.039.317 $ | +161.693 $ | +8,6 % | 1.877.624 $ | +194.308 $ | +11,5 % | |||
| FWL INVESTMENT MANAGEMENT, LLC | 1.347.098 $ | -335.876 $ | -20,0 % | 1.682.974 $ | -343.516 $ | -17,0 % | 2.026.490 $ | +191.522 $ | +10,4 % | |||
| Intentional Wealth Strategies, LLC | 1.744.357 $ | -278.298 $ | -13,8 % | 2.022.655 $ | ||||||||
| OARSMAN CAPITAL, INC. | 1.678.860 $ | -324.897 $ | -16,2 % | 2.003.757 $ | +70.239 $ | +3,6 % | 1.933.518 $ | +95.335 $ | +5,2 % | |||
| Nuveen, LLC | 1.994.975 $ | |||||||||||
| J.Safra Asset Management Corp | 1.704.336 $ | -285.523 $ | -14,3 % | 1.989.859 $ | +157.771 $ | +8,6 % | 1.832.088 $ | +1.768.633 $ | +2.787,2 % | |||
| Sageworth Trust Co | 1.698.673 $ | -284.574 $ | -14,3 % | 1.983.247 $ | +157.247 $ | +8,6 % | 1.826.000 $ | +188.966 $ | +11,5 % | |||
| Intrua Financial, LLC | 856.210 $ | -1.124.987 $ | -56,8 % | 1.981.197 $ | +177.447 $ | +9,8 % | ||||||
| Philadelphia Investment Partners, LLC | 1.971.460 $ | -3.698 $ | -0,2 % | 1.975.158 $ | ||||||||
| S.A. Mason LLC | 1.839.810 $ | +87.540 $ | +5,0 % | 1.752.270 $ | -215.284 $ | -10,9 % | 1.967.554 $ | +154.716 $ | +8,5 % | 1.812.838 $ | +545.767 $ | +43,1 % |
| Fullerton Fund Management Co Ltd. | 1.965.223 $ | |||||||||||
| SIGNATUREFD, LLC | 1.388.655 $ | -484.807 $ | -25,9 % | 1.873.462 $ | -89.771 $ | -4,6 % | 1.963.233 $ | +700.866 $ | +55,5 % | |||
| Collaborative Capital Advisors LLC | 1.954.652 $ | |||||||||||
| TWO SIGMA SECURITIES, LLC | 1.953.536 $ | +752.977 $ | +62,7 % | |||||||||
| Basecamp Wealth Advisors LLC | 1.668.091 $ | -279.452 $ | -14,3 % | 1.947.543 $ | +67.483 $ | +3,6 % | 1.880.060 $ | |||||
| Regatta Research & Money Management | 1.945.539 $ | |||||||||||
| Ifrah Financial Services, Inc. | 1.570.692 $ | +5.348 $ | +0,3 % | 1.565.344 $ | -379.315 $ | -19,5 % | 1.944.659 $ | +85.155 $ | +4,6 % | 1.859.504 $ | +96.669 $ | +5,5 % |
| BRIGHTON JONES LLC | 1.865.579 $ | -77.589 $ | -4,0 % | 1.943.168 $ | +804.619 $ | +70,7 % | ||||||
| MONEY CONCEPTS CAPITAL CORP | 1.614.918 $ | -326.806 $ | -16,8 % | 1.941.724 $ | +290.158 $ | +17,6 % | 1.651.566 $ | +1.299.432 $ | +369,0 % | |||
| MACROVIEW INVESTMENT MANAGEMENT LLC | 1.700.032 $ | -240.105 $ | -12,4 % | 1.940.137 $ | +227.693 $ | +13,3 % | 1.712.444 $ | -240.267 $ | -12,3 % | |||
| Hudson Oak Wealth Advisory LLC | 1.718.747 $ | +56.998 $ | +3,4 % | 1.661.749 $ | -278.388 $ | -14,3 % | 1.940.137 $ | +215.031 $ | +12,5 % | 1.725.106 $ | ||
| Larson Financial Group LLC | 1.830.438 $ | -104.762 $ | -5,4 % | 1.935.200 $ | +346.947 $ | +21,8 % | 1.588.253 $ | +872.196 $ | +121,8 % | |||
| Ridgeline Wealth Planning, LLC | 1.933.613 $ | +93.408 $ | +5,1 % | 1.840.205 $ | ||||||||
| Gladstone Institutional Advisory LLC | 1.651.857 $ | -277.348 $ | -14,4 % | 1.929.205 $ | +329.263 $ | +20,6 % | 1.599.942 $ | +503.516 $ | +45,9 % | |||
| Wealthspire Retirement, LLC | 1.795.713 $ | -130.372 $ | -6,8 % | 1.926.085 $ | +265.877 $ | +16,0 % | 1.660.208 $ | +1.088.890 $ | +190,6 % | |||
| Embree Financial Group | 1.185.054 $ | -740.537 $ | -38,5 % | 1.925.591 $ | +246.021 $ | +14,6 % | 1.679.570 $ | +664.865 $ | +65,5 % | |||
| Glen Eagle Advisors, LLC | 246.465 $ | -1.675.423 $ | -87,2 % | 1.921.888 $ | +1.857.358 $ | +2.878,3 % | 64.530 $ | +8.788 $ | +15,8 % | |||
| Terra Nova Asset Management LLC | 1.699.925 $ | +56.374 $ | +3,4 % | 1.643.551 $ | -275.340 $ | -14,3 % | 1.918.891 $ | +152.144 $ | +8,6 % | 1.766.747 $ | +182.835 $ | +11,5 % |
| Noble Wealth Management PBC | 1.679.384 $ | +60.676 $ | +3,7 % | 1.618.708 $ | -289.956 $ | -15,2 % | 1.908.664 $ | +107.664 $ | +6,0 % | 1.801.000 $ | -244.201 $ | -11,9 % |
| TRANSCEND CAPITAL ADVISORS, LLC | 1.406.449 $ | -495.130 $ | -26,0 % | 1.901.579 $ | +444.253 $ | +30,5 % | 1.457.326 $ | -548 $ | -0,0 % | |||
| ALTERNA WEALTH MANAGEMENT, INC | 1.473.216 $ | -424.989 $ | -22,4 % | 1.898.205 $ | +206.653 $ | +12,2 % | 1.691.552 $ | -33.965 $ | -2,0 % | |||
| BANK OF NOVA SCOTIA | 1.622.030 $ | -271.735 $ | -14,3 % | 1.893.765 $ | +150.152 $ | +8,6 % | 1.743.613 $ | +1.001.230 $ | +134,9 % | |||
| SlateStone Wealth, LLC | 1.437.000 $ | -453.000 $ | -24,0 % | 1.890.000 $ | +63.000 $ | +3,4 % | 1.827.000 $ | -15.000 $ | -0,8 % | |||
| Rothschild Wealth LLC | 1.152.013 $ | -732.710 $ | -38,9 % | 1.884.723 $ | +464.691 $ | +32,7 % | 1.420.032 $ | +441.276 $ | +45,1 % | |||
| NWAM LLC | 1.880.479 $ | +557.311 $ | +42,1 % | 1.323.168 $ | -178.945 $ | -11,9 % | 1.502.113 $ | -15.833 $ | -1,0 % | |||
| FIRST NATIONAL BANK OF OMAHA | 1.517.623 $ | -188.874 $ | -11,1 % | 1.706.497 $ | -171.443 $ | -9,1 % | 1.877.940 $ | |||||
| Keystone Wealth Services, LLC | 1.407.410 $ | -452.634 $ | -24,3 % | 1.860.044 $ | +44.438 $ | +2,4 % | 1.815.606 $ | +303.809 $ | +20,1 % | |||
| CM WEALTH ADVISORS LLC | 1.588.202 $ | -266.067 $ | -14,3 % | 1.854.269 $ | +147.020 $ | +8,6 % | 1.707.249 $ | +176.678 $ | +11,5 % | |||
| IFG Advisory, LLC | 1.441.990 $ | +1.429.207 $ | +11.180,5 % | 12.783 $ | -1.836.513 $ | -99,3 % | 1.849.296 $ | +161.978 $ | +9,6 % | |||
| Sheridan Capital Management, LLC | 801.161 $ | -219.115 $ | -21,5 % | 1.020.276 $ | -816.845 $ | -44,5 % | 1.837.121 $ | +181.531 $ | +11,0 % | |||
| CERTUITY, LLC | 1.156.178 $ | -665.788 $ | -36,5 % | 1.821.966 $ | +125.952 $ | +7,4 % | 1.696.014 $ | +273.724 $ | +19,2 % | |||
| Strategic Wealth Partners, Ltd. | 1.445.654 $ | -373.291 $ | -20,5 % | 1.818.945 $ | +23.926 $ | +1,3 % | 1.795.019 $ | -162.633 $ | -8,3 % | |||
| Latitude Advisors, LLC | 1.817.234 $ | +114.998 $ | +6,8 % | |||||||||
| Berger Financial Group, Inc | 1.815.940 $ | +74.603 $ | +4,3 % | 1.741.337 $ | +358.281 $ | +25,9 % | 1.383.056 $ | +413.104 $ | +42,6 % | |||
| Westside Investment Management, Inc. | 1.542.897 $ | -261.518 $ | -14,5 % | 1.804.415 $ | +1.788.103 $ | +10.961,9 % | 16.312 $ | -1.480.443 $ | -98,9 % | |||
| Westfuller Advisors, LLC | 1.793.500 $ | +151.292 $ | +9,2 % | 1.642.208 $ | +706.277 $ | +75,5 % | 935.931 $ | -323.329 $ | -25,7 % | |||
| Meridian Wealth Management, LLC | 1.702.590 $ | -90.264 $ | -5,0 % | 1.792.854 $ | +180.252 $ | +11,2 % | 1.612.602 $ | +924.416 $ | +134,3 % | |||
| Retirement Planning Group, LLC | 1.791.472 $ | +116.498 $ | +7,0 % | 1.674.974 $ | +1.022.652 $ | +156,8 % | 652.322 $ | +396.574 $ | +155,1 % | 255.748 $ | +26.711 $ | +11,7 % |
| Hoxton Planning & Management, LLC | 892.521 $ | +93.253 $ | +11,7 % | 799.268 $ | +24.694 $ | +3,2 % | 774.574 $ | -1.015.549 $ | -56,7 % | 1.790.123 $ | +85.704 $ | +5,0 % |
| Rede Wealth, LLC | 795.279 $ | -123.637 $ | -13,5 % | 918.916 $ | -869.124 $ | -48,6 % | 1.788.040 $ | |||||
| Narus Financial Partners, LLC | 1.539.351 $ | +86.614 $ | +6,0 % | 1.452.737 $ | -330.211 $ | -18,5 % | 1.782.948 $ | +148.590 $ | +9,1 % | 1.634.358 $ | +181.359 $ | +12,5 % |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 1.593.084 $ | +63.025 $ | +4,1 % | 1.530.059 $ | -242.662 $ | -13,7 % | 1.772.721 $ | +57.924 $ | +3,4 % | 1.714.797 $ | ||
| Alpha Cubed Investments, LLC | 1.771.001 $ | +947.878 $ | +115,2 % | |||||||||
| Comprehensive Money Management Services LLC | 1.364.466 $ | -405.787 $ | -22,9 % | 1.770.253 $ | +50.098 $ | +2,9 % | 1.720.155 $ | -9.806 $ | -0,6 % | |||
| Forum Financial Management, LP | 1.444.382 $ | +47.900 $ | +3,4 % | 1.396.482 $ | -237.564 $ | -14,5 % | 1.634.046 $ | -132.457 $ | -7,5 % | 1.766.503 $ | +173.058 $ | +10,9 % |
| Avory & Company, LLC | 1.562.000 $ | +51.800 $ | +3,4 % | 1.510.200 $ | -253.000 $ | -14,3 % | 1.763.200 $ | |||||
| MCF Advisors LLC | 1.210.350 $ | -549.853 $ | -31,2 % | 1.760.203 $ | +133.149 $ | +8,2 % | 1.627.054 $ | +1.563.671 $ | +2.467,0 % | |||
| Private Wealth Asset Management, LLC | 1.487.471 $ | -266.825 $ | -15,2 % | 1.754.296 $ | ||||||||
| Florida Trust Wealth Management Co | 1.509.369 $ | -235.317 $ | -13,5 % | 1.744.686 $ | +161.303 $ | +10,2 % | 1.583.383 $ | +148.504 $ | +10,3 % | |||
| ETF Store, Inc. | 1.479.995 $ | +49.836 $ | +3,5 % | 1.430.159 $ | -314.439 $ | -18,0 % | 1.744.598 $ | +192.222 $ | +12,4 % | 1.552.376 $ | +122.082 $ | +8,5 % |
| Landing Point Financial Group, LLC | 1.742.481 $ | +460.268 $ | +35,9 % | 1.282.213 $ | +153.207 $ | +13,6 % | 1.129.006 $ | +193.257 $ | +20,7 % | |||
| J. R. Prunier Capital Management LLC | 1.719.561 $ | +148.516 $ | +9,5 % | 1.571.045 $ | ||||||||
| Independent Wealth Network Inc. | 1.711.910 $ | +533.535 $ | +45,3 % | 1.178.375 $ | -230.559 $ | -16,4 % | 1.408.934 $ | +12.278 $ | +0,9 % | 1.396.656 $ | +68.781 $ | +5,2 % |
| Port Capital LLC | 1.464.970 $ | -232.110 $ | -13,7 % | 1.697.080 $ | +134.558 $ | +8,6 % | 1.562.522 $ | +125.522 $ | +8,7 % | |||
| PRIVATE TRUST CO NA | 1.441.710 $ | +221.985 $ | +18,2 % | 1.219.725 $ | -341.443 $ | -21,9 % | 1.561.168 $ | -134.717 $ | -7,9 % | 1.695.885 $ | -101.534 $ | -5,6 % |
| Jacobi Capital Management LLC | 1.446.950 $ | -248.486 $ | -14,7 % | 1.695.436 $ | +126.309 $ | +8,0 % | 1.569.127 $ | -2.925 $ | -0,2 % | |||
| Addison Capital Co | 1.527.541 $ | -166.220 $ | -9,8 % | 1.693.761 $ | ||||||||
| MYECFO, LLC | 1.565.386 $ | +125.788 $ | +8,7 % | 1.439.598 $ | -241.172 $ | -14,3 % | 1.680.770 $ | +117.030 $ | +7,5 % | 1.563.740 $ | -220.726 $ | -12,4 % |
| Maia Wealth LLC | 1.227.810 $ | -14.405 $ | -1,2 % | 1.242.215 $ | -256.769 $ | -17,1 % | 1.498.984 $ | -173.147 $ | -10,4 % | 1.672.131 $ | +353.204 $ | +26,8 % |
| COLDSTREAM CAPITAL MANAGEMENT INC | 661.763 $ | -444.915 $ | -40,2 % | 1.106.678 $ | -561.897 $ | -33,7 % | 1.668.575 $ | +2.294 $ | +0,1 % | |||
| MONOGRAPH WEALTH ADVISORS, LLC | 1.248.935 $ | -211.083 $ | -14,5 % | 1.460.018 $ | -200.558 $ | -12,1 % | 1.660.576 $ | +159.549 $ | +10,6 % | |||
| Alaska Wealth Advisors, LLC | 1.327.315 $ | -329.476 $ | -19,9 % | 1.656.791 $ | +53.440 $ | +3,3 % | 1.603.351 $ | +174.294 $ | +12,2 % | |||
| Contango Wealth Management LLC | 1.656.262 $ | +1.010.068 $ | +156,3 % | 646.194 $ | ||||||||
| CARY STREET PARTNERS FINANCIAL LLC | 1.401.938 $ | -252.208 $ | -15,2 % | 1.654.146 $ | +157.128 $ | +10,5 % | 1.497.018 $ | +133.890 $ | +9,8 % | |||
| ACORN CREEK CAPITAL LLC | 1.651.026 $ | |||||||||||
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 1.458.986 $ | +48.384 $ | +3,4 % | 1.410.602 $ | -236.315 $ | -14,3 % | 1.646.917 $ | +262.481 $ | +19,0 % | 1.384.436 $ | +144.290 $ | +11,6 % |
| Douglass Winthrop Advisors, LLC | 919.712 $ | -727.117 $ | -44,2 % | 1.646.829 $ | +130.573 $ | +8,6 % | 1.516.256 $ | +156.912 $ | +11,5 % | |||
| Jordan Park Trust Co LLC | 1.456.643 $ | +48.306 $ | +3,4 % | 1.408.337 $ | -235.935 $ | -14,3 % | 1.644.272 $ | +130.370 $ | +8,6 % | 1.513.902 $ | +156.668 $ | +11,5 % |
| Principle Wealth Partners LLC | 1.407.808 $ | -235.847 $ | -14,3 % | 1.643.655 $ | +136.572 $ | +9,1 % | 1.507.083 $ | -4.277 $ | -0,3 % | |||
| Barnes Wealth Management Group, Inc | 723.461 $ | -75.533 $ | -9,5 % | 798.994 $ | -831.390 $ | -51,0 % | 1.630.384 $ | +111.382 $ | +7,3 % | |||
| Blossom Wealth Management | 1.423.061 $ | -202.874 $ | -12,5 % | 1.625.935 $ | +188.008 $ | +13,1 % | 1.437.927 $ | -182.443 $ | -11,3 % | |||
| PINEBRIDGE INVESTMENTS LLC | 1.621.262 $ | +128.546 $ | +8,6 % | 1.492.716 $ | ||||||||
| Asempa Wealth Advisors | 1.317.631 $ | +94.028 $ | +7,7 % | 1.223.603 $ | -395.168 $ | -24,4 % | 1.618.771 $ | +208.725 $ | +14,8 % | 1.410.046 $ | ||
| Ballew Advisors, Inc | 1.405.828 $ | +7.935 $ | +0,6 % | 1.397.893 $ | -220.207 $ | -13,6 % | 1.618.100 $ | +60.597 $ | +3,9 % | 1.557.503 $ | +195.099 $ | +14,3 % |
| Strategies Wealth Advisors, LLC | 1.615.084 $ | +964.463 $ | +148,2 % | 650.621 $ | +367.662 $ | +129,9 % | 282.959 $ | +29.282 $ | +11,5 % | |||
| Aptus Capital Advisors, LLC | 1.541.147 $ | -66.796 $ | -4,2 % | 1.607.943 $ | +274.061 $ | +20,5 % | 1.333.882 $ | +373.935 $ | +39,0 % | |||
| Mirador Capital Partners LP | 1.601.206 $ | +38.376 $ | +2,5 % | 1.562.830 $ | +37.221 $ | +2,4 % | 1.525.609 $ | +243.935 $ | +19,0 % | 1.281.674 $ | +185.539 $ | +16,9 % |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.417.120 $ | -176.179 $ | -11,1 % | 1.593.299 $ | +184.233 $ | +13,1 % | 1.409.066 $ | +80.107 $ | +6,0 % | |||
| DMC Group, LLC | 1.168.744 $ | -424.307 $ | -26,6 % | 1.593.051 $ | +40.188 $ | +2,6 % | 1.552.863 $ | +346.191 $ | +28,7 % | |||
| CoreCap Advisors, LLC | 1.078.605 $ | -17.161 $ | -1,6 % | 1.095.766 $ | -4.513 $ | -0,4 % | 1.100.279 $ | -490.322 $ | -30,8 % | 1.590.601 $ | +304.830 $ | +23,7 % |
| Worth Financial Advisory Group, LLC | 640.186 $ | +17.077 $ | +2,7 % | 623.109 $ | -965.144 $ | -60,8 % | 1.588.253 $ | |||||
| BRIGHT FINANCIAL ADVISORS, INC. | 1.359.104 $ | -224.426 $ | -14,2 % | 1.583.530 $ | +159.889 $ | +11,2 % | 1.423.641 $ | +121.276 $ | +9,3 % | |||
| Edge Financial Advisors LLC | 1.583.221 $ | +156.711 $ | +11,0 % | |||||||||
| INTERACTIVE FINANCIAL ADVISORS, INC. | 1.344.034 $ | -238.526 $ | -15,1 % | 1.582.560 $ | +181.241 $ | +12,9 % | 1.401.319 $ | |||||
| DIVERSIFIED MANAGEMENT INC | 1.581.590 $ | |||||||||||
| Portfolio Resources Advisor Group, Inc. | 539.749 $ | +25.073 $ | +4,9 % | 514.676 $ | -65.329 $ | -11,3 % | 580.005 $ | -995.667 $ | -63,2 % | 1.575.672 $ | ||
| Fort Point Capital Partners LLC | 1.345.135 $ | -225.347 $ | -14,3 % | 1.570.482 $ | +294.631 $ | +23,1 % | 1.275.851 $ | -101.394 $ | -7,4 % | |||
| 5th Street Advisors, LLC | 1.368.982 $ | -199.015 $ | -12,7 % | 1.567.997 $ | +266.126 $ | +20,4 % | 1.301.871 $ | +19.532 $ | +1,5 % | |||
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 1.342.000 $ | -224.000 $ | -14,3 % | 1.566.000 $ | +124.000 $ | +8,6 % | 1.442.000 $ | +151.000 $ | +11,7 % | |||
| IPG Investment Advisors LLC | 1.481.582 $ | -82.994 $ | -5,3 % | 1.564.576 $ | +231.602 $ | +17,4 % | 1.332.974 $ | +823.075 $ | +161,4 % | |||
| Wealth Management Associates, Inc. | 1.347.174 $ | -211.318 $ | -13,6 % | 1.558.492 $ | +116.263 $ | +8,1 % | 1.442.229 $ | +141.975 $ | +10,9 % | |||
| Coppell Advisory Solutions LLC | 1.558.046 $ | +37.635 $ | +2,5 % | |||||||||
| Plancorp, LLC | 1.543.904 $ | |||||||||||
| Capital Investment Advisors, LLC | 1.301.742 $ | -236.591 $ | -15,4 % | 1.538.333 $ | +141.046 $ | +10,1 % | 1.397.287 $ | +143.945 $ | +11,5 % | |||
| Diversified Trust Co | 1.212.086 $ | -318.459 $ | -20,8 % | 1.530.545 $ | +129.470 $ | +9,2 % | 1.401.075 $ | +196.295 $ | +16,3 % | |||
| Hamilton Capital, LLC | 757.882 $ | +25.133 $ | +3,4 % | 732.749 $ | -790.568 $ | -51,9 % | 1.523.317 $ | +66.884 $ | +4,6 % | 1.456.433 $ | ||
| S&CO INC | 1.296.000 $ | -218.000 $ | -14,4 % | 1.514.000 $ | +120.000 $ | +8,6 % | 1.394.000 $ | +145.000 $ | +11,6 % | |||
| AA Financial Advisors, LLC | 1.057.681 $ | +49.547 $ | +4,9 % | 1.008.134 $ | -141.737 $ | -12,3 % | 1.149.871 $ | -364.031 $ | -24,0 % | 1.513.902 $ | +503.418 $ | +49,8 % |
| Mraz, Amerine & Associates, Inc. | 1.217.901 $ | -294.396 $ | -19,5 % | 1.512.297 $ | +72.017 $ | +5,0 % | 1.440.280 $ | +100.657 $ | +7,5 % | |||
| Banco Santander, S.A. | 1.510.200 $ | +161.352 $ | +12,0 % | 1.348.848 $ | +106.947 $ | +8,6 % | 1.241.901 $ | |||||
| Town Capital LLC | 770.429 $ | -83.753 $ | -9,8 % | 854.182 $ | -652.009 $ | -43,3 % | 1.506.191 $ | |||||
| Advisory Solutions Group, LLC | 1.503.795 $ | |||||||||||
| Brooklyn Investment Group | 1.500.572 $ | +319.348 $ | +27,0 % | 1.181.224 $ | +735.741 $ | +165,2 % | ||||||
| Provenance Wealth Advisors, LLC | 1.500.535 $ | +147.808 $ | +10,9 % | 1.352.727 $ | +129.982 $ | +10,6 % | 1.222.745 $ | +123.554 $ | +11,2 % | |||
| Optivise Advisory Services LLC | 1.499.407 $ | +1.136.408 $ | +313,1 % | 362.999 $ | -1.063.712 $ | -74,6 % | 1.426.711 $ | +51.102 $ | +3,7 % | 1.375.609 $ | +810.695 $ | +143,5 % |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1.313.194 $ | -178.209 $ | -11,9 % | 1.491.403 $ | +162.082 $ | +12,2 % | 1.329.321 $ | |||||
| Sovereign Financial Group, Inc. | 810.751 $ | -108.229 $ | -11,8 % | 918.980 $ | -572.113 $ | -38,4 % | 1.491.093 $ | +351.151 $ | +30,8 % | |||
| IBEX WEALTH ADVISORS | 1.133.632 $ | -333.616 $ | -22,7 % | 1.467.248 $ | -22.952 $ | -1,5 % | 1.490.200 $ | +201.952 $ | +15,7 % | |||
| VERUS CAPITAL PARTNERS, LLC | 912.924 $ | -443.418 $ | -32,7 % | 1.356.342 $ | -131.583 $ | -8,8 % | 1.487.925 $ | +211.465 $ | +16,6 % | |||
| CURTIS WEALTH MANAGEMENT LLC | 820.718 $ | +24.986 $ | +3,1 % | 795.732 $ | -689.266 $ | -46,4 % | 1.484.998 $ | |||||
| Essex Financial Services, Inc. | 1.254.511 $ | -220.158 $ | -14,9 % | 1.474.669 $ | +243.239 $ | +19,8 % | 1.231.430 $ | +36.547 $ | +3,1 % | |||
| CJM Wealth Advisers, Ltd. | 1.468.480 $ | +338.788 $ | +30,0 % | 1.129.692 $ | +325.212 $ | +40,4 % | 804.480 $ | +577.219 $ | +254,0 % | |||
| Curated Wealth Partners LLC | 1.290.368 $ | +42.791 $ | +3,4 % | 1.247.577 $ | -209.003 $ | -14,3 % | 1.456.580 $ | +115.489 $ | +8,6 % | 1.341.091 $ | +150.719 $ | +12,7 % |
| Atala Financial Inc | 1.227.944 $ | -225.647 $ | -15,5 % | 1.453.591 $ | +133.604 $ | +10,1 % | 1.319.987 $ | +575.914 $ | +77,4 % | |||
| Red Tortoise LLC | 1.451.062 $ | +115.277 $ | +8,6 % | 1.335.785 $ | +139.513 $ | +11,7 % | ||||||
| Financial Engines Advisors L.L.C. | 1.282.688 $ | -162.519 $ | -11,2 % | 1.445.207 $ | +2.004 $ | +0,1 % | 1.443.203 $ | +263.529 $ | +22,3 % | |||
| Ellis Investment Partners, LLC | 1.251.777 $ | +17.270 $ | +1,4 % | 1.234.507 $ | -208.005 $ | -14,4 % | 1.442.512 $ | +115.210 $ | +8,7 % | 1.327.302 $ | +114.582 $ | +9,4 % |
| First Affirmative Financial Network | 1.441.726 $ | |||||||||||
| Avidian Wealth Enterprises, LLC | 1.328.637 $ | +82.953 $ | +6,7 % | 1.245.684 $ | -191.236 $ | -13,3 % | 1.436.920 $ | +44.205 $ | +3,2 % | 1.392.715 $ | +186.188 $ | +15,4 % |
| Clarion Wealth Managment Partners, LLC | 1.213.823 $ | -213.311 $ | -14,9 % | 1.427.134 $ | -7.789 $ | -0,5 % | 1.434.923 $ | +114.657 $ | +8,7 % | |||
| ERn Financial, LLC | 1.288.125 $ | -76.415 $ | -5,6 % | 1.364.540 $ | -69.977 $ | -4,9 % | 1.434.517 $ | +190.004 $ | +15,3 % | |||
| ALEXANDER LABRUNERIE & CO., INC. | 1.217.599 $ | -214.208 $ | -15,0 % | 1.431.807 $ | +1.159.806 $ | +426,4 % | 272.001 $ | +20.944 $ | +8,3 % | |||
| First Heartland Consultants, Inc. | 737.030 $ | -36.041 $ | -4,7 % | 773.071 $ | -31.742 $ | -3,9 % | 804.813 $ | -620.045 $ | -43,5 % | 1.424.858 $ | +81.742 $ | +6,1 % |
| FFG Partners, LLC | 866.598 $ | -86.187 $ | -9,0 % | 952.785 $ | -471.704 $ | -33,1 % | 1.424.489 $ | +19.517 $ | +1,4 % | 1.404.972 $ | +150.490 $ | +12,0 % |
| SHEETS SMITH WEALTH MANAGEMENT | 649.167 $ | -86.904 $ | -11,8 % | 736.071 $ | -655.006 $ | -47,1 % | 1.391.077 $ | -30.534 $ | -2,1 % | 1.421.611 $ | +93.995 $ | +7,1 % |
| Maridea Wealth Management LLC | 1.418.542 $ | +260.018 $ | +22,4 % | 1.158.524 $ | +138.529 $ | +13,6 % | 1.019.995 $ | -17.125 $ | -1,7 % | |||
| Cooke Wealth Management, LLC | 1.357.378 $ | +180.706 $ | +15,4 % | 1.176.672 $ | -82.958 $ | -6,6 % | 1.259.630 $ | -151.402 $ | -10,7 % | 1.411.032 $ | ||
| Center For Asset Management LLC | 313.052 $ | -760.295 $ | -70,8 % | 1.073.347 $ | -334.540 $ | -23,8 % | 1.407.887 $ | +1.071.980 $ | +319,1 % | |||
| Hilton Capital Management, LLC | 1.202.301 $ | -201.034 $ | -14,3 % | 1.403.335 $ | ||||||||
| Lantern Wealth Advisors, LLC | 1.401.617 $ | +788.817 $ | +128,7 % | 612.800 $ | +40.876 $ | +7,1 % | 571.924 $ | +43.687 $ | +8,3 % | |||
| Swisher Financial Concepts, Inc. | 760.461 $ | -639.783 $ | -45,7 % | 1.400.244 $ | +258.347 $ | +22,6 % | 1.141.897 $ | +191.594 $ | +20,2 % | |||
| Frankly Finances, LLC | 1.198.193 $ | -200.730 $ | -14,3 % | 1.398.923 $ | +110.917 $ | +8,6 % | 1.288.006 $ | |||||
| TRB Wealth Management, LLC | 257.867 $ | -1.124.041 $ | -81,3 % | 1.381.908 $ | ||||||||
| Klingman & Associates, LLC | 1.055.522 $ | -78.261 $ | -6,9 % | 1.133.783 $ | -242.219 $ | -17,6 % | 1.376.002 $ | +863.575 $ | +168,5 % | 512.427 $ | +39.203 $ | +8,3 % |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 918.768 $ | +30.468 $ | +3,4 % | 888.300 $ | -202.768 $ | -18,6 % | 1.091.068 $ | -284.520 $ | -20,7 % | 1.375.588 $ | +119.432 $ | +9,5 % |
| CENTRAL BANK & TRUST CO | 797.791 $ | -2.992 $ | -0,4 % | 800.783 $ | -571.868 $ | -41,7 % | 1.372.651 $ | +101.529 $ | +8,0 % | 1.271.122 $ | +190.997 $ | +17,7 % |
| Smartleaf Asset Management LLC | 1.219.512 $ | -151.804 $ | -11,1 % | 1.371.316 $ | +564.395 $ | +69,9 % | 806.921 $ | +400.345 $ | +98,5 % | |||
| BENJAMIN EDWARDS INC | 738.038 $ | -123.637 $ | -14,3 % | 861.675 $ | -509.277 $ | -37,1 % | 1.370.952 $ | -421.586 $ | -23,5 % | |||
| Cascade Financial Partners, LLC | 1.170.707 $ | -195.068 $ | -14,3 % | 1.365.775 $ | +108.289 $ | +8,6 % | 1.257.486 $ | +93.748 $ | +8,1 % | |||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1.365.775 $ | +111.779 $ | +8,9 % | 1.253.996 $ | +136.539 $ | +12,2 % | ||||||
| RHL GROUP, LLC | 2.052 $ | -1.739 $ | -45,9 % | 3.791 $ | -1.361.245 $ | -99,7 % | 1.365.036 $ | |||||
| RCS Financial Planning, LLC | 1.363.412 $ | +169.911 $ | +14,2 % | |||||||||
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 1.362.812 $ | |||||||||||
| Rooted Wealth Advisors, Inc. | 1.332.533 $ | -29.091 $ | -2,1 % | 1.361.624 $ | +167.705 $ | +14,0 % | 1.193.919 $ | +262.648 $ | +28,2 % | |||
| CROSSPOINT FINANCIAL, LLC | 233.271 $ | -1.123.975 $ | -82,8 % | 1.357.246 $ | +179.824 $ | +15,3 % | ||||||
| SIMON QUICK ADVISORS, LLC | 1.160.589 $ | -194.430 $ | -14,3 % | 1.355.019 $ | +342.667 $ | +33,8 % | 1.012.352 $ | +466.577 $ | +85,5 % | |||
| Andrews Advisory Associates, LLC | 1.058.333 $ | -69.635 $ | -6,2 % | 1.127.968 $ | -219.998 $ | -16,3 % | 1.347.966 $ | -6.599 $ | -0,5 % | 1.354.565 $ | ||
| Auxano Advisors, LLC | 1.068.240 $ | -206.554 $ | -16,2 % | 1.274.794 $ | -77.499 $ | -5,7 % | 1.352.293 $ | +125.026 $ | +10,2 % | |||
| Lantz Financial LLC | 894.557 $ | +28.382 $ | +3,3 % | 866.175 $ | -138.496 $ | -13,8 % | 1.004.671 $ | -336.744 $ | -25,1 % | 1.341.415 $ | +80.893 $ | +6,4 % |
| Ardent Capital Management, Inc. | 1.180.470 $ | +40.185 $ | +3,5 % | 1.140.285 $ | -190.665 $ | -14,3 % | 1.330.950 $ | +105.735 $ | +8,6 % | 1.225.215 $ | +127.965 $ | +11,7 % |
| Tarbox Family Office, Inc. | 1.138.464 $ | -190.724 $ | -14,3 % | 1.329.188 $ | +105.388 $ | +8,6 % | 1.223.800 $ | +126.647 $ | +11,5 % | |||
| NWF Advisory Services Inc. | 827.080 $ | +13.838 $ | +1,7 % | 813.242 $ | -440.040 $ | -35,1 % | 1.253.282 $ | -75.796 $ | -5,7 % | 1.329.078 $ | +401.625 $ | +43,3 % |
| Nova Wealth Management, Inc. | 792.560 $ | -527.027 $ | -39,9 % | 1.319.587 $ | +99.764 $ | +8,2 % | 1.219.823 $ | +268.664 $ | +28,2 % | |||
| Wealthstar Advisors, LLC | 1.235.949 $ | -81.579 $ | -6,2 % | 1.317.528 $ | +9.728 $ | +0,7 % | 1.307.800 $ | +136.079 $ | +11,6 % | 1.171.721 $ | -445.010 $ | -27,5 % |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1.097.387 $ | -122.659 $ | -10,1 % | 1.220.046 $ | -94.864 $ | -7,2 % | 1.314.910 $ | -105.851 $ | -7,5 % | |||
| Greenspring Advisors, LLC | 1.029.504 $ | -282.669 $ | -21,5 % | 1.312.173 $ | +104.039 $ | +8,6 % | 1.208.134 $ | |||||
| Atlatl Advisers LLC | 710.851 $ | -106.921 $ | -13,1 % | 817.772 $ | -485.250 $ | -37,2 % | 1.303.022 $ | +231.629 $ | +21,6 % | |||
| Total Clarity Wealth Management, Inc. | 1.055.781 $ | -247.224 $ | -19,0 % | 1.303.005 $ | +41.623 $ | +3,3 % | 1.261.382 $ | +177.036 $ | +16,3 % | |||
| TRUSTMARK BANK TRUST DEPARTMENT | 1.114.528 $ | -186.714 $ | -14,3 % | 1.301.242 $ | +112.020 $ | +9,4 % | 1.189.222 $ | +137.623 $ | +13,1 % | |||
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 1.260.618 $ | -9.780 $ | -0,8 % | 1.270.398 $ | -25.527 $ | -2,0 % | 1.295.925 $ | -4.952 $ | -0,4 % | 1.300.877 $ | -1.089.242 $ | -45,6 % |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.273.186 $ | +162.132 $ | +14,6 % | 1.111.054 $ | -186.838 $ | -14,4 % | 1.297.892 $ | +74.174 $ | +6,1 % | 1.223.718 $ | +198.752 $ | +19,4 % |
| CWA Asset Management Group, LLC | 1.237.651 $ | -59.460 $ | -4,6 % | 1.297.111 $ | +501.731 $ | +63,1 % | 795.380 $ | -88.561 $ | -10,0 % | 883.941 $ | +294.067 $ | +49,9 % |
| Aberdeen Wealth Management LLC | 1.027.844 $ | -269.166 $ | -20,8 % | 1.297.010 $ | +102.837 $ | +8,6 % | 1.194.173 $ | +109.027 $ | +10,0 % | |||
| REBALANCE, LLC | 1.142.975 $ | -153.748 $ | -11,9 % | 1.296.723 $ | +102.814 $ | +8,6 % | 1.193.909 $ | +353.112 $ | +42,0 % | |||
| DRIVE WEALTH MANAGEMENT, LLC | 1.147.676 $ | -146.601 $ | -11,3 % | 1.294.277 $ | +218.288 $ | +20,3 % | 1.075.989 $ | +316.852 $ | +41,7 % | |||
| Strengthening Families & Communities, LLC | 1.135.418 $ | +40.296 $ | +3,7 % | 1.095.122 $ | -179.407 $ | -14,1 % | 1.274.529 $ | -1.150.683 $ | -47,4 % | |||
| Meadow Creek Wealth Advisors LLC | 1.272.041 $ | |||||||||||
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1.270.154 $ | +954.629 $ | +302,6 % | 315.525 $ | +25.018 $ | +8,6 % | 290.507 $ | +30.063 $ | +11,5 % | |||
| LiftPoint Family Wealth Advisors LLC | 478.960 $ | -89.408 $ | -15,7 % | 568.368 $ | -701.050 $ | -55,2 % | 1.269.418 $ | |||||
| Atomic Invest LLC | 1.059.975 $ | -90.885 $ | -7,9 % | 1.150.860 $ | -116.734 $ | -9,2 % | 1.267.594 $ | |||||
| Marmo Financial Group, LLC | 1.264.567 $ | +100.265 $ | +8,6 % | 1.164.302 $ | +120.489 $ | +11,5 % | ||||||
| FOCUSED ALPHA, LLC | 1.262.356 $ | |||||||||||
| MBL Wealth, LLC | 1.110.375 $ | -150.313 $ | -11,9 % | 1.260.688 $ | +343.467 $ | +37,4 % | 917.221 $ | +93.391 $ | +11,3 % | |||
| Keel Point, LLC | 1.074.734 $ | -180.047 $ | -14,3 % | 1.254.781 $ | +366.700 $ | +41,3 % | 888.081 $ | +139.642 $ | +18,7 % | |||
| FARMERS & MERCHANTS INVESTMENTS INC | 1.074.507 $ | -180.098 $ | -14,4 % | 1.254.605 $ | +90.952 $ | +7,8 % | 1.163.653 $ | +104.704 $ | +9,9 % | |||
| Blue Fin Capital, Inc. | 1.023.463 $ | -171.458 $ | -14,3 % | 1.194.921 $ | -54.772 $ | -4,4 % | 1.249.693 $ | +129.326 $ | +11,5 % | |||
| VIMA LLC | 1.248.256 $ | |||||||||||
| KCM INVESTMENT ADVISORS LLC | 1.066.881 $ | -178.732 $ | -14,3 % | 1.245.613 $ | +58.258 $ | +4,9 % | 1.187.355 $ | -76.296 $ | -6,0 % | |||
| BIP Wealth, LLC | 1.243.191 $ | |||||||||||
| TriCert Investment Counsel Inc. | 1.239.874 $ | |||||||||||
| NORTHCAPE WEALTH MANAGEMENT, LLC | 1.129.630 $ | -107.888 $ | -8,7 % | 1.237.518 $ | +128.067 $ | +11,5 % | ||||||
| Wescott Financial Advisory Group, LLC | 1.041.132 $ | -193.637 $ | -15,7 % | 1.234.769 $ | +97.902 $ | +8,6 % | 1.136.867 $ | +117.650 $ | +11,5 % | |||
| JT Stratford LLC | 917.673 $ | -162.023 $ | -15,0 % | 1.079.696 $ | -154.250 $ | -12,5 % | 1.233.946 $ | +114.452 $ | +10,2 % | |||
| First Bank & Trust | 953.367 $ | -144.020 $ | -13,1 % | 1.097.387 $ | -135.531 $ | -11,0 % | 1.232.918 $ | +132.496 $ | +12,0 % | 1.100.422 $ | +150.701 $ | +15,9 % |
| Beckerman Institutional, LLC | 1.050.445 $ | -180.226 $ | -14,6 % | 1.230.671 $ | +116.693 $ | +10,5 % | 1.113.978 $ | +62.256 $ | +5,9 % | |||
| RESOLUTE WEALTH ADVISOR, INC. | 1.225.777 $ | +0 $ | +0,0 % | 1.225.777 $ | ||||||||
| BDFS Capital LLC | 1.223.172 $ | +470.639 $ | +62,5 % | 752.533 $ | +373.357 $ | +98,5 % | 379.176 $ | +104.821 $ | +38,2 % | 274.355 $ | ||
| Rose Capital Advisors LLC | 1.220.544 $ | |||||||||||
| Compass Wealth Management, LLC/GA | 1.044.907 $ | -175.051 $ | -14,3 % | 1.219.958 $ | +23.675 $ | +2,0 % | 1.196.283 $ | +123.799 $ | +11,5 % | |||
| Community Bank, N.A. | 984.945 $ | -164.875 $ | -14,3 % | 1.149.820 $ | -69.915 $ | -5,7 % | 1.219.735 $ | +250.590 $ | +25,9 % | |||
| Atwater Malick LLC | 1.216.251 $ | +40.334 $ | +3,4 % | 1.175.917 $ | +791.804 $ | +206,1 % | 384.113 $ | -40.568 $ | -9,6 % | 424.681 $ | +111.261 $ | +35,5 % |
| RITHOLTZ WEALTH MANAGEMENT | 1.215.269 $ | +820.652 $ | +208,0 % | 394.617 $ | +108.739 $ | +38,0 % | 285.878 $ | +1.784 $ | +0,6 % | |||
| Birch Hill Investment Advisors LLC | 1.204.849 $ | +400.516 $ | +49,8 % | 804.333 $ | -134.747 $ | -14,3 % | 939.080 $ | +155.627 $ | +19,9 % | 783.453 $ | +81.077 $ | +11,5 % |
| Badgley Phelps Wealth Managers, LLC | 1.094.291 $ | -110.151 $ | -9,1 % | 1.204.442 $ | +381.702 $ | +46,4 % | 822.740 $ | +130.551 $ | +18,9 % | |||
| Range Advisory, LLC | 1.201.349 $ | +163.622 $ | +15,8 % | 1.037.727 $ | +201.606 $ | +24,1 % | 836.121 $ | |||||
| Venture Visionary Partners LLC | 1.090.354 $ | -110.859 $ | -9,2 % | 1.201.213 $ | +954.663 $ | +387,2 % | 246.550 $ | +22.795 $ | +10,2 % | 223.755 $ | +16.315 $ | +7,9 % |
| Kachkovsky & Fisher, Inc. | 1.199.855 $ | |||||||||||
| Riverbend Wealth Management, LLC | 1.198.523 $ | +199.979 $ | +20,0 % | 998.544 $ | -69.603 $ | -6,5 % | 1.068.147 $ | +88.750 $ | +9,1 % | 979.397 $ | +441.772 $ | +82,2 % |
| Alpha Financial Partners LLC | 963.497 $ | -235.025 $ | -19,6 % | 1.198.522 $ | +146.538 $ | +13,9 % | 1.051.984 $ | +109.928 $ | +11,7 % | |||
| FIRETHORN WEALTH PARTNERS, LLC | 700.029 $ | -18.713 $ | -2,6 % | 718.742 $ | -311.892 $ | -30,3 % | 1.030.634 $ | -163.133 $ | -13,7 % | 1.193.767 $ | +252.996 $ | +26,9 % |
| Sharper & Granite LLC | 807.126 $ | -321.763 $ | -28,5 % | 1.128.889 $ | -60.252 $ | -5,1 % | 1.189.141 $ | +51.018 $ | +4,5 % | |||
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | 517.772 $ | -84.449 $ | -14,0 % | 602.221 $ | -583.997 $ | -49,2 % | 1.186.218 $ | +95.760 $ | +8,8 % | |||
| AMERICAN NATIONAL BANK & TRUST | 594.965 $ | -344.453 $ | -36,7 % | 939.418 $ | -245.540 $ | -20,7 % | 1.184.958 $ | +93.140 $ | +8,5 % | 1.091.818 $ | +112.989 $ | +11,5 % |
| Cedar Wealth Management, LLC | 1.009.191 $ | -169.067 $ | -14,3 % | 1.178.258 $ | +93.421 $ | +8,6 % | 1.084.837 $ | +112.266 $ | +11,5 % | |||
| OneAscent Financial Services LLC | 920.241 $ | -257.708 $ | -21,9 % | 1.177.949 $ | +341.005 $ | +40,7 % | 836.944 $ | +88.941 $ | +11,9 % | |||
| MAGNOLIA CAPITAL ADVISORS LLC | 1.177.805 $ | +135.930 $ | +13,0 % | 1.041.875 $ | +84.475 $ | +8,8 % | 957.400 $ | +726.646 $ | +314,9 % | |||
| ANGELES WEALTH MANAGEMENT, LLC | 1.006.850 $ | -168.675 $ | -14,3 % | 1.175.525 $ | +120.315 $ | +11,4 % | 1.055.210 $ | +109.200 $ | +11,5 % | |||
| J.M. Arbour, LLC | 629.829 $ | +127.229 $ | +25,3 % | 502.600 $ | -672.255 $ | -57,2 % | 1.174.855 $ | |||||
| PDS Planning, Inc | 1.008.205 $ | -164.433 $ | -14,0 % | 1.172.638 $ | +95.055 $ | +8,8 % | 1.077.583 $ | +164.505 $ | +18,0 % | |||
| BCU Wealth Advisors, LLC | 430.487 $ | +51.955 $ | +13,7 % | 378.532 $ | -43.754 $ | -10,4 % | 422.286 $ | -731.140 $ | -63,4 % | 1.153.426 $ | +140.322 $ | +13,9 % |
| Obermeyer Wealth Partners | 1.035.294 $ | +651.779 $ | +169,9 % | 383.515 $ | -765.122 $ | -66,6 % | 1.148.637 $ | +89.774 $ | +8,5 % | 1.058.863 $ | -31.086 $ | -2,9 % |
| JFS WEALTH ADVISORS, LLC | 691.521 $ | -101.743 $ | -12,8 % | 793.264 $ | -353.182 $ | -30,8 % | 1.146.446 $ | +95.792 $ | +9,1 % | |||
| Mill Capital Management, LLC | 981.177 $ | -164.375 $ | -14,3 % | 1.145.552 $ | +90.829 $ | +8,6 % | 1.054.723 $ | -127.790 $ | -10,8 % | |||
| TopTier Wealth Management, LLC | 1.014.363 $ | +33.639 $ | +3,4 % | 980.724 $ | -164.298 $ | -14,3 % | 1.145.022 $ | +90.786 $ | +8,6 % | 1.054.236 $ | ||
| Virtu Financial LLC | 1.142.000 $ | |||||||||||
| Hobbs Group Advisors, LLC | 874.110 $ | -146.437 $ | -14,3 % | 1.020.547 $ | -120.764 $ | -10,6 % | 1.141.311 $ | +109.543 $ | +10,6 % | |||
| Itau Unibanco Holding S.A. | 512.260 $ | -627.032 $ | -55,0 % | 1.139.292 $ | +776.949 $ | +214,4 % | 362.343 $ | -101.857 $ | -21,9 % | |||
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 974.564 $ | -162.955 $ | -14,3 % | 1.137.519 $ | +508.317 $ | +80,8 % | 629.202 $ | +88.816 $ | +16,4 % | |||
| DAVIS R M INC | 1.091.196 $ | -40.162 $ | -3,5 % | 1.131.358 $ | +45.060 $ | +4,1 % | 1.086.298 $ | +744.643 $ | +218,0 % | |||
| Grey Ledge Advisors, LLC | 968.779 $ | -161.697 $ | -14,3 % | 1.130.476 $ | +90.181 $ | +8,7 % | 1.040.295 $ | +107.827 $ | +11,6 % | |||
| ICONIQ Capital, LLC | 924.771 $ | -205.352 $ | -18,2 % | 1.130.123 $ | +89.605 $ | +8,6 % | 1.040.518 $ | -326.030 $ | -23,9 % | |||
| Continuum Advisory, LLC | 927.942 $ | -178.730 $ | -16,2 % | 1.106.672 $ | -22.078 $ | -2,0 % | 1.128.750 $ | +769.485 $ | +214,2 % | |||
| McAdam, LLC | 937.162 $ | -22.721 $ | -2,4 % | 959.883 $ | -167.154 $ | -14,8 % | 1.127.037 $ | +235.141 $ | +26,4 % | 891.896 $ | +341.755 $ | +62,1 % |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1.126.245 $ | +37.749 $ | +3,5 % | 1.088.496 $ | +316.655 $ | +41,0 % | 771.841 $ | +548.623 $ | +245,8 % | 223.218 $ | +23.100 $ | +11,5 % |
| Mission Creek Capital Partners, Inc. | 958.750 $ | -165.907 $ | -14,8 % | 1.124.657 $ | +89.171 $ | +8,6 % | 1.035.486 $ | +107.159 $ | +11,5 % | |||
| Forvis Mazars Wealth Advisors, LLC | 982.967 $ | +28.973 $ | +3,0 % | 953.994 $ | -167.049 $ | -14,9 % | 1.121.043 $ | +93.268 $ | +9,1 % | 1.027.775 $ | +77.180 $ | +8,1 % |
| Hanson & Doremus Investment Management | 1.004.000 $ | +30.000 $ | +3,1 % | 974.000 $ | -142.000 $ | -12,7 % | 1.116.000 $ | +74.000 $ | +7,1 % | 1.042.000 $ | +63.000 $ | +6,4 % |
| JTC Employer Solutions Trustee Ltd | 954.000 $ | -160.000 $ | -14,4 % | 1.114.000 $ | +88.000 $ | +8,6 % | 1.026.000 $ | +106.000 $ | +11,5 % | |||
| FSM Wealth Advisors, LLC | 1.113.319 $ | +385.470 $ | +53,0 % | 727.849 $ | +57.709 $ | +8,6 % | 670.140 $ | +74.226 $ | +12,5 % | |||
| Forum Finance Group S.A. | 874.000 $ | -238.000 $ | -21,4 % | 1.112.000 $ | ||||||||
| MUIRFIELD WEALTH ADVISORS LLC | 1.106.849 $ | +129.156 $ | +13,2 % | 977.693 $ | +285.141 $ | +41,2 % | ||||||
| Ameliora Wealth Management Ltd. | 943.875 $ | -158.125 $ | -14,3 % | 1.102.000 $ | +87.375 $ | +8,6 % | 1.014.625 $ | +105.000 $ | +11,5 % | |||
| INTEGRITY ALLIANCE, LLC. | 672.039 $ | -94.245 $ | -12,3 % | 766.284 $ | -331.217 $ | -30,2 % | 1.097.501 $ | -980.521 $ | -47,2 % | |||
| PKS Advisory Services, LLC | 1.095.502 $ | |||||||||||
| Compass Financial Group, Inc. (Ohio) | 1.095.196 $ | +289.882 $ | +36,0 % | 805.314 $ | -46.400 $ | -5,4 % | 851.714 $ | +234.010 $ | +37,9 % | 617.704 $ | ||
| BOSTON FAMILY OFFICE LLC | 968.000 $ | -127.000 $ | -11,6 % | 1.095.000 $ | +411.000 $ | +60,1 % | 684.000 $ | -217.000 $ | -24,1 % | |||
| KING LUTHER CAPITAL MANAGEMENT CORP | 832.724 $ | -256.140 $ | -23,5 % | 1.088.864 $ | +209.631 $ | +23,8 % | 879.233 $ | +243.951 $ | +38,4 % | |||
| PINNACLE ASSOCIATES LTD | 960.630 $ | +37.294 $ | +4,0 % | 923.336 $ | -164.382 $ | -15,1 % | 1.087.718 $ | +69.927 $ | +6,9 % | 1.017.791 $ | +111.950 $ | +12,4 % |
| Curi Capital, LLC | 1.061.671 $ | -17.673 $ | -1,6 % | 1.079.344 $ | +93.046 $ | +9,4 % | 986.298 $ | +313.903 $ | +46,7 % | |||
| First Growth Capital LLC | 707.274 $ | +50.488 $ | +7,7 % | 656.786 $ | -249.879 $ | -27,6 % | 906.665 $ | -156.367 $ | -14,7 % | 1.063.032 $ | ||
| Kingsbury Capital Investment Advisors LLC | 226.360 $ | +7.705 $ | +3,5 % | 218.655 $ | -842.520 $ | -79,4 % | 1.061.175 $ | |||||
| GLR Partners, LLC | 903.855 $ | -151.420 $ | -14,3 % | 1.055.275 $ | ||||||||
| Farringdon Capital, Ltd. | 1.048.716 $ | |||||||||||
| Beacon Financial Advisory LLC | 837.701 $ | +24.307 $ | +3,0 % | 813.394 $ | -198.859 $ | -19,6 % | 1.012.253 $ | -35.489 $ | -3,4 % | 1.047.742 $ | +211.833 $ | +25,3 % |
| Riverpoint Wealth Management Holdings, LLC | 813.885 $ | -136.347 $ | -14,3 % | 950.232 $ | -94.629 $ | -9,1 % | 1.044.861 $ | +108.129 $ | +11,5 % | |||
| Colony Family Offices, LLC | 892.528 $ | -149.523 $ | -14,3 % | 1.042.051 $ | +82.622 $ | +8,6 % | 959.429 $ | +99.288 $ | +11,5 % | |||
| ASPIRIANT, LLC | 1.036.699 $ | +19.730 $ | +1,9 % | 1.016.969 $ | +202.459 $ | +24,9 % | 814.510 $ | +64.580 $ | +8,6 % | 749.930 $ | +178.394 $ | +31,2 % |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 839.664 $ | -196.913 $ | -19,0 % | 1.036.577 $ | +59.947 $ | +6,1 % | 976.630 $ | +77.782 $ | +8,7 % | |||
| Retirement Wealth Solutions LLC | 498.747 $ | +33.378 $ | +7,2 % | 465.369 $ | -65.178 $ | -12,3 % | 530.547 $ | -503.965 $ | -48,7 % | 1.034.512 $ | +30.722 $ | +3,1 % |
| Exchange Bank | 879.329 $ | +27.349 $ | +3,2 % | 851.980 $ | -177.465 $ | -17,2 % | 1.029.445 $ | +218.638 $ | +27,0 % | 810.807 $ | +136.302 $ | +20,2 % |
| Legacy Wealth Partners, LLC | 281.759 $ | -746.422 $ | -72,6 % | 1.028.181 $ | ||||||||
| Founders Financial Alliance, LLC | 1.027.402 $ | +815.112 $ | +384,0 % | 212.290 $ | ||||||||
| Bogart Wealth, LLC | 869.845 $ | -156.687 $ | -15,3 % | 1.026.532 $ | +72.672 $ | +7,6 % | 953.860 $ | +150.989 $ | +18,8 % | |||
| HANCOCK WHITNEY CORP | 890.036 $ | -134.672 $ | -13,1 % | 1.024.708 $ | +67.957 $ | +7,1 % | 956.751 $ | +99.012 $ | +11,5 % | |||
| Cordgrass Capital Advisors, LLC | 566.781 $ | -457.666 $ | -44,7 % | 1.024.447 $ | +93.500 $ | +10,0 % | ||||||
| GREENLEAF TRUST | 927.263 $ | -91.426 $ | -9,0 % | 1.018.689 $ | +317.705 $ | +45,3 % | 700.984 $ | +52.894 $ | +8,2 % | |||
| Axecap Investments, LLC | 295.471 $ | -66.426 $ | -18,4 % | 361.897 $ | -650.131 $ | -64,2 % | 1.012.028 $ | -29.747 $ | -2,9 % | |||
| Hirtle & Co., LLC | 729.276 $ | -280.332 $ | -27,8 % | 1.009.608 $ | +80.049 $ | +8,6 % | 929.559 $ | +27.065 $ | +3,0 % | |||
| Werba Rubin Papier Wealth Management | 864.061 $ | -144.754 $ | -14,3 % | 1.008.815 $ | +79.987 $ | +8,6 % | 928.828 $ | +96.121 $ | +11,5 % | |||
| North Forty Two & Co. | 1.005.069 $ | +93.739 $ | +10,3 % | 911.330 $ | -63.191 $ | -6,5 % | 974.521 $ | +81.326 $ | +9,1 % | 893.195 $ | +112.446 $ | +14,4 % |
| MARIPAU WEALTH MANAGEMENT LLC | 586.074 $ | -133.338 $ | -18,5 % | 719.412 $ | -282.040 $ | -28,2 % | 1.001.452 $ | +62.514 $ | +6,7 % | |||
| Belpointe Asset Management LLC | 756.686 $ | -168.465 $ | -18,2 % | 925.151 $ | -74.701 $ | -7,5 % | 999.852 $ | +366.826 $ | +57,9 % | |||
| XML Financial, LLC | 883.891 $ | -113.721 $ | -11,4 % | 997.612 $ | +60.561 $ | +6,5 % | 937.051 $ | +392.586 $ | +72,1 % | |||
| XTX Topco Ltd | 992.526 $ | |||||||||||
| Global Financial Private Client, LLC | 958.287 $ | +38.122 $ | +4,1 % | 920.165 $ | -70.930 $ | -7,2 % | 991.095 $ | +26.633 $ | +2,8 % | 964.462 $ | +103.811 $ | +12,1 % |
| W.G. Shaheen & Associates DBA Whitney & Co | 831.120 $ | -155.986 $ | -15,8 % | 987.106 $ | +57.811 $ | +6,2 % | 929.295 $ | +74.655 $ | +8,7 % | |||
| Sound Portfolio Advisors, LLC | 800.040 $ | -182.995 $ | -18,6 % | 983.035 $ | +64.124 $ | +7,0 % | 918.911 $ | |||||
| WISCONSIN CAPITAL MANAGEMENT LLC | 841.181 $ | -140.921 $ | -14,3 % | 982.102 $ | +102.219 $ | +11,6 % | 879.883 $ | +149.272 $ | +20,4 % | |||
| SouthState Bank Corp | 543.473 $ | -187.104 $ | -25,6 % | 730.577 $ | -250.234 $ | -25,5 % | 980.811 $ | +558.798 $ | +132,4 % | |||
| Diesslin Group, Inc. | 851.602 $ | +28.241 $ | +3,4 % | 823.361 $ | +59.543 $ | +7,8 % | 763.818 $ | -214.281 $ | -21,9 % | 978.099 $ | ||
| RCW Management, LLC | 832.120 $ | -139.403 $ | -14,3 % | 971.523 $ | +10.795 $ | +1,1 % | 960.728 $ | |||||
| Advisor Resource Council | 967.733 $ | +6.744 $ | +0,7 % | 960.989 $ | ||||||||
| RAINIER FAMILY WEALTH INC | 827.364 $ | -138.606 $ | -14,3 % | 965.970 $ | ||||||||
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 894.558 $ | +24.229 $ | +2,8 % | 870.329 $ | -95.376 $ | -9,9 % | 965.705 $ | +76.568 $ | +8,6 % | 889.137 $ | +96.890 $ | +12,2 % |
| Wagner Wealth Management, Corp | 964.137 $ | |||||||||||
| Summit Wealth Partners, LLC | 899.777 $ | -61.167 $ | -6,4 % | 960.944 $ | +440.238 $ | +84,5 % | 520.706 $ | +132.915 $ | +34,3 % | |||
| J. M. Brown & Associates Inc. | 956.159 $ | |||||||||||
| KORNITZER CAPITAL MANAGEMENT INC /KS | 783.718 $ | -131.295 $ | -14,3 % | 915.013 $ | -35.325 $ | -3,7 % | 950.338 $ | +107 $ | +0,0 % | |||
| Colonial Trust Co / SC | 705.987 $ | -243.283 $ | -25,6 % | 949.270 $ | +58.706 $ | +6,6 % | 890.564 $ | +70.664 $ | +8,6 % | |||
| Arrowroot Family Office, LLC | 804.937 $ | -142.078 $ | -15,0 % | 947.015 $ | +57.879 $ | +6,5 % | 889.136 $ | +123.959 $ | +16,2 % | |||
| PRIVATE CLIENT SERVICES, LLC | 903.825 $ | -30.611 $ | -3,3 % | 934.436 $ | -7.113 $ | -0,8 % | 941.549 $ | +100.709 $ | +12,0 % | 840.840 $ | +107.391 $ | +14,6 % |
| Trivium Point Advisory, LLC | 872.820 $ | +111.118 $ | +14,6 % | 761.702 $ | -176.786 $ | -18,8 % | 938.488 $ | +148.933 $ | +18,9 % | |||
| South Shore Capital Advisors | 715.474 $ | -46.120 $ | -6,1 % | 761.594 $ | -175.018 $ | -18,7 % | 936.612 $ | +78.970 $ | +9,2 % | 857.642 $ | ||
| Texas Yale Capital Corp. | 800.406 $ | -134.090 $ | -14,3 % | 934.496 $ | +74.094 $ | +8,6 % | 860.402 $ | +89.040 $ | +11,5 % | |||
| Quantum Portfolio Management LLC | 780.622 $ | -153.345 $ | -16,4 % | 933.967 $ | +113.257 $ | +13,8 % | 820.710 $ | -602.235 $ | -42,3 % | |||
| Fairvoy Private Wealth, LLC | 878.094 $ | +67.479 $ | +8,3 % | 810.615 $ | -75.040 $ | -8,5 % | 885.655 $ | -47.800 $ | -5,1 % | 933.455 $ | +81.100 $ | +9,5 % |
| Urban Wealth Management, LLC | 806.148 $ | +26.734 $ | +3,4 % | 779.414 $ | -151.291 $ | -16,3 % | 930.705 $ | +73.793 $ | +8,6 % | 856.912 $ | ||
| Evolution Wealth Advisors, LLC | 844.730 $ | -80.686 $ | -8,7 % | 925.416 $ | +204.870 $ | +28,4 % | 720.546 $ | +74.712 $ | +11,6 % | |||
| APPLETON PARTNERS INC/MA | 766.000 $ | -150.000 $ | -16,4 % | 916.000 $ | +62.000 $ | +7,3 % | 854.000 $ | +87.000 $ | +11,3 % | |||
| Phoenix Wealth Advisors | 771.335 $ | -139.975 $ | -15,4 % | 911.310 $ | +44.414 $ | +5,1 % | 866.896 $ | +81.562 $ | +10,4 % | |||
| HOWARD FINANCIAL SERVICES, LTD. | 484.923 $ | -424.671 $ | -46,7 % | 909.594 $ | +504.940 $ | +124,8 % | 404.654 $ | -110.938 $ | -21,5 % | 515.592 $ | +52.920 $ | +11,4 % |
| BXM Wealth LLC | 777.753 $ | -130.295 $ | -14,3 % | 908.048 $ | +71.997 $ | +8,6 % | 836.051 $ | +181.121 $ | +27,7 % | |||
| Pinnacle Bancorp, Inc. | 639.483 $ | -137.817 $ | -17,7 % | 777.300 $ | -130.219 $ | -14,3 % | 907.519 $ | +71.955 $ | +8,6 % | 835.564 $ | +157.275 $ | +23,2 % |
| Advisory Advocates, LLC | 685.404 $ | -172.922 $ | -20,1 % | 858.326 $ | -48.181 $ | -5,3 % | 906.507 $ | |||||
| W ADVISORS, LLC | 420.817 $ | -158.571 $ | -27,4 % | 579.388 $ | -324.115 $ | -35,9 % | 903.503 $ | +179.878 $ | +24,9 % | |||
| SENTINEL PENSION ADVISORS, LLC | 764.589 $ | -138.258 $ | -15,3 % | 902.847 $ | +70.124 $ | +8,4 % | 832.723 $ | +83.265 $ | +11,1 % | |||
| Greykasell Wealth Strategies, Inc. | 773.197 $ | -129.532 $ | -14,3 % | 902.729 $ | +71.575 $ | +8,6 % | 831.154 $ | +769.445 $ | +1.246,9 % | |||
| Disciplined Investors, L.L.C. | 900.985 $ | +39.221 $ | +4,6 % | 861.764 $ | +163.702 $ | +23,5 % | 698.062 $ | +102.803 $ | +17,3 % | |||
| Valmark Advisers, Inc. | 773.524 $ | -122.182 $ | -13,6 % | 895.706 $ | +95.938 $ | +12,0 % | 799.768 $ | +36.047 $ | +4,7 % | |||
| INSPIRION WEALTH ADVISORS, LLC | 792.949 $ | +21.727 $ | +2,8 % | 771.222 $ | -123.866 $ | -13,8 % | 895.088 $ | +70.969 $ | +8,6 % | 824.119 $ | +319.515 $ | +63,3 % |
| Essex Bank | 809.973 $ | +47.854 $ | +6,3 % | 762.119 $ | -130.484 $ | -14,6 % | 892.603 $ | +24.168 $ | +2,8 % | 868.435 $ | +164.243 $ | +23,3 % |
| LVW Advisors, LLC | 790.372 $ | +26.210 $ | +3,4 % | 764.162 $ | -128.018 $ | -14,3 % | 892.180 $ | |||||
| Blue Chip Partners, LLC | 743.245 $ | -148.582 $ | -16,7 % | 891.827 $ | +50.094 $ | +6,0 % | 841.733 $ | +78.885 $ | +10,3 % | |||
| Advisor OS, LLC | 631.796 $ | -259.644 $ | -29,1 % | 891.440 $ | +454.664 $ | +104,1 % | 436.776 $ | +26.062 $ | +6,3 % | |||
| DGS Capital Management, LLC | 888.036 $ | +299.472 $ | +50,9 % | 588.564 $ | +59.235 $ | +11,2 % | ||||||
| PENNINGTON PARTNERS & CO., LLC | 757.750 $ | -129.324 $ | -14,6 % | 887.074 $ | +70.334 $ | +8,6 % | 816.740 $ | +542.397 $ | +197,7 % | |||
| Crestwood Advisors Group, LLC | 754.873 $ | -131.576 $ | -14,8 % | 886.449 $ | +157.624 $ | +21,6 % | 728.825 $ | +93.616 $ | +14,7 % | |||
| HENGEHOLD CAPITAL MANAGEMENT LLC | 785.686 $ | +30.586 $ | +4,1 % | 755.100 $ | -126.500 $ | -14,3 % | 881.600 $ | +69.900 $ | +8,6 % | 811.700 $ | +84.000 $ | +11,5 % |
| Regent Peak Wealth Advisors LLC | 878.929 $ | +358.061 $ | +68,7 % | 520.868 $ | -13.999 $ | -2,6 % | 534.867 $ | +194.034 $ | +56,9 % | 340.833 $ | ||
| Capital Squared Financial LLC | 544.503 $ | -332.926 $ | -37,9 % | 877.429 $ | +213.377 $ | +32,1 % | 664.052 $ | +31.826 $ | +5,0 % | |||
| PURE PORTFOLIOS HOLDINGS LLC | 875.789 $ | +142.954 $ | +19,5 % | |||||||||
| Family Investment Center, Inc. | 441.040 $ | +8.772 $ | +2,0 % | 432.268 $ | -401.374 $ | -48,1 % | 833.642 $ | -41.033 $ | -4,7 % | 874.675 $ | +139.171 $ | +18,9 % |
| Euro Pacific Asset Management, LLC | 293.320 $ | +38.320 $ | +15,0 % | 255.000 $ | -428.000 $ | -62,7 % | 683.000 $ | -190.000 $ | -21,8 % | 873.000 $ | +214.000 $ | +32,5 % |
| GWN SECURITIES INC. | 863.195 $ | +14.188 $ | +1,7 % | 849.007 $ | +7.254 $ | +0,9 % | 841.753 $ | +256.136 $ | +43,7 % | |||
| SFMG, LLC | 735.240 $ | -123.033 $ | -14,3 % | 858.273 $ | +145.637 $ | +20,4 % | 712.636 $ | |||||
| Frank, Rimerman Advisors LLC | 759.835 $ | +25.198 $ | +3,4 % | 734.637 $ | -123.072 $ | -14,3 % | 857.709 $ | +68.006 $ | +8,6 % | 789.703 $ | +81.724 $ | +11,5 % |
| GC Wealth Management RIA, LLC | 724.972 $ | -131.679 $ | -15,4 % | 856.651 $ | +30.665 $ | +3,7 % | 825.986 $ | +45.455 $ | +5,8 % | |||
| EPG Wealth Management LLC | 730.182 $ | -122.325 $ | -14,3 % | 852.507 $ | +67.593 $ | +8,6 % | 784.914 $ | +81.228 $ | +11,5 % | |||
| New Millennium Group LLC | 852.447 $ | +134.935 $ | +18,8 % | |||||||||
| Astoria Portfolio Advisors LLC. | 786.583 $ | +25.854 $ | +3,4 % | 760.729 $ | -90.697 $ | -10,7 % | 851.426 $ | +132.824 $ | +18,5 % | |||
| Traveka Wealth, LLC | 851.134 $ | +208.846 $ | +32,5 % | 642.288 $ | +39.097 $ | +6,5 % | 603.191 $ | +398.805 $ | +195,1 % | 204.386 $ | ||
| Entelevest, LLC | 757.349 $ | -93.748 $ | -11,0 % | 851.097 $ | +209.264 $ | +32,6 % | 641.833 $ | |||||
| Tradition Wealth Management, LLC | 705.792 $ | -32.548 $ | -4,4 % | 738.340 $ | -112.646 $ | -13,2 % | 850.986 $ | -25.310 $ | -2,9 % | |||
| DV Trading LLC | 847.186 $ | |||||||||||
| Black Diamond Financial, LLC | 725.275 $ | -121.500 $ | -14,3 % | 846.775 $ | +75.497 $ | +9,8 % | 771.278 $ | +69.485 $ | +9,9 % | |||
| 17 CAPITAL PARTNERS, LLC | 836.651 $ | -7.834 $ | -0,9 % | 844.485 $ | +198.859 $ | +30,8 % | 645.626 $ | |||||
| Magnus Financial Group LLC | 844.027 $ | +199.776 $ | +31,0 % | 644.251 $ | -149.718 $ | -18,9 % | 793.969 $ | +267.582 $ | +50,8 % | 526.387 $ | +56.657 $ | +12,1 % |
| HBK Sorce Advisory LLC | 783.752 $ | -58.092 $ | -6,9 % | 841.844 $ | +122.614 $ | +17,0 % | 719.230 $ | +143.386 $ | +24,9 % | |||
| Benchmark Financial Wealth Advisors, LLC | 703.829 $ | -137.923 $ | -16,4 % | 841.752 $ | ||||||||
| Vantage Point Financial LLC | 318.426 $ | -23.811 $ | -7,0 % | 342.237 $ | -496.493 $ | -59,2 % | 838.730 $ | +199.227 $ | +31,2 % | |||
| Fisher Asset Management, LLC | 554.055 $ | -284.487 $ | -33,9 % | 838.542 $ | +4.572 $ | +0,5 % | 833.970 $ | +575.103 $ | +222,2 % | |||
| Councilor Wealth, LLC | 729.064 $ | +21.007 $ | +3,0 % | 708.057 $ | -125.231 $ | -15,0 % | 833.288 $ | +72.563 $ | +9,5 % | 760.725 $ | +78.725 $ | +11,5 % |
| United Asset Strategies, Inc. | 676.041 $ | -156.013 $ | -18,8 % | 832.054 $ | +142.353 $ | +20,6 % | 689.701 $ | -342.905 $ | -33,2 % | |||
| KKM Financial LLC | 714.400 $ | -117.024 $ | -14,1 % | 831.424 $ | +0 $ | +0,0 % | 831.424 $ | +199.562 $ | +31,6 % | |||
| COZAD ASSET MANAGEMENT INC | 711.227 $ | -119.150 $ | -14,3 % | 830.377 $ | +60.157 $ | +7,8 % | 770.220 $ | +101.539 $ | +15,2 % | |||
| WORLD EQUITY GROUP, INC. | 647.633 $ | -23.422 $ | -3,5 % | 671.055 $ | -158.340 $ | -19,1 % | 829.395 $ | +354.132 $ | +74,5 % | |||
| STALEY CAPITAL ADVISERS INC | 692.880 $ | -133.708 $ | -16,2 % | 826.588 $ | +57.421 $ | +7,5 % | 769.167 $ | +79.453 $ | +11,5 % | |||
| Advance Capital Management, Inc. | 800.406 $ | -24.772 $ | -3,0 % | 825.178 $ | +87.343 $ | +11,8 % | 737.835 $ | -20.137 $ | -2,7 % | |||
| Capital Investment Management, Inc. | 376.950 $ | +52.343 $ | +16,1 % | 324.607 $ | -497.970 $ | -60,5 % | 822.577 $ | |||||
| Aureus Asset Management, LLC | 644.191 $ | -177.654 $ | -21,6 % | 821.845 $ | +600.657 $ | +271,6 % | 221.188 $ | |||||
| BKM Wealth Management, LLC | 666.300 $ | -150.678 $ | -18,4 % | 816.978 $ | +61.529 $ | +8,1 % | 755.449 $ | +139.088 $ | +22,6 % | |||
| Towne Trust Company, N.A | 701.563 $ | -113.917 $ | -14,0 % | 815.480 $ | +28.131 $ | +3,6 % | 787.349 $ | +81.480 $ | +11,5 % | |||
| Henderson Brothers Financial Partners, LLC | 351.347 $ | -462.017 $ | -56,8 % | 813.364 $ | ||||||||
| DOLIVER ADVISORS, LP | 719.692 $ | +23.867 $ | +3,4 % | 695.825 $ | -116.569 $ | -14,3 % | 812.394 $ | +6.782 $ | +0,8 % | 805.612 $ | -114.929 $ | -12,5 % |
| PROATHLETE WEALTH MANAGEMENT LLC | 717.113 $ | +24.763 $ | +3,6 % | 692.350 $ | -115.988 $ | -14,3 % | 808.338 $ | +583.254 $ | +259,1 % | 225.084 $ | +63.753 $ | +39,5 % |
| SFE Investment Counsel | 688.953 $ | -115.419 $ | -14,3 % | 804.372 $ | +30.660 $ | +4,0 % | 773.712 $ | +66.606 $ | +9,4 % | |||
| BTC Capital Management, Inc. | 523.208 $ | -281.075 $ | -34,9 % | 804.283 $ | +487.719 $ | +154,1 % | 316.564 $ | +32.760 $ | +11,5 % | |||
| a16z Perennial Management, L.P. | 683.251 $ | -114.245 $ | -14,3 % | 797.496 $ | +63.356 $ | +8,6 % | 734.140 $ | |||||
| TCFG Investment Advisors, LLC | 634.172 $ | -51.912 $ | -7,6 % | 686.084 $ | -107.356 $ | -13,5 % | 793.440 $ | |||||
| BRANDYWINE OAK PRIVATE WEALTH LLC | 679.590 $ | -113.850 $ | -14,3 % | 793.440 $ | +56.579 $ | +7,7 % | 736.861 $ | +81.931 $ | +12,5 % | |||
| TCFG WEALTH MANAGEMENT, LLC | 793.440 $ | +54.712 $ | +7,4 % | 738.728 $ | +3.169 $ | +0,4 % | ||||||
| Financial Gravity Asset Management, Inc. | 793.440 $ | |||||||||||
| INGALLS & SNYDER LLC | 687.000 $ | -106.000 $ | -13,4 % | 793.000 $ | +160.000 $ | +25,3 % | 633.000 $ | +30.000 $ | +5,0 % | |||
| JPL Wealth Management, LLC | 791.798 $ | +482.444 $ | +156,0 % | 309.354 $ | ||||||||
| SeaCrest Wealth Management, LLC | 646.512 $ | -46.368 $ | -6,7 % | 692.880 $ | -97.651 $ | -12,4 % | 790.531 $ | +65.407 $ | +9,0 % | 725.124 $ | +95.242 $ | +15,1 % |
| Nilsine Partners, LLC | 677.551 $ | -112.701 $ | -14,3 % | 790.252 $ | +61.914 $ | +8,5 % | 728.338 $ | +285.751 $ | +64,6 % | |||
| Three Cord True Wealth Management, LLC | 676.270 $ | -113.291 $ | -14,3 % | 789.561 $ | +71.773 $ | +10,0 % | 717.788 $ | +74.282 $ | +11,5 % | |||
| Balefire, LLC | 786.077 $ | +402.260 $ | +104,8 % | 383.817 $ | ||||||||
| CX Institutional | 782.000 $ | +18.000 $ | +2,4 % | 764.000 $ | +287.000 $ | +60,2 % | 477.000 $ | -36.000 $ | -7,0 % | 513.000 $ | +20.000 $ | +4,1 % |
| High Point Wealth Management, LLC | 645.384 $ | -134.568 $ | -17,3 % | 779.952 $ | +427.268 $ | +121,1 % | 352.684 $ | |||||
| Financial Synergies Wealth Advisors, Inc. | 557.869 $ | +18.501 $ | +3,4 % | 539.368 $ | -122.890 $ | -18,6 % | 662.258 $ | -116.244 $ | -14,9 % | 778.502 $ | +83.475 $ | +12,0 % |
| Avid Wealth Partners LLC | 777.451 $ | |||||||||||
| Net Worth Advisory Group | 220.119 $ | -437.565 $ | -66,5 % | 657.684 $ | -113.199 $ | -14,7 % | 770.883 $ | +565.824 $ | +275,9 % | |||
| Cove Private Wealth, LLC | 769.824 $ | |||||||||||
| Curry Webb Wealth Management LLC | 314.348 $ | -112.523 $ | -26,4 % | 426.871 $ | -340.429 $ | -44,4 % | 767.300 $ | |||||
| Indivisible Partners | 565.117 $ | -200.319 $ | -26,2 % | 765.436 $ | +65.168 $ | +9,3 % | 700.268 $ | |||||
| Clarity Financial LLC | 513.166 $ | -57.053 $ | -10,0 % | 570.219 $ | -195.052 $ | -25,5 % | 765.271 $ | +36.188 $ | +5,0 % | |||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 551.926 $ | -132.713 $ | -19,4 % | 684.639 $ | -76.492 $ | -10,0 % | 761.131 $ | +294.076 $ | +63,0 % | |||
| Benchmark Investment Advisors LLC | 531.264 $ | -229.529 $ | -30,2 % | 760.793 $ | +228.092 $ | +42,8 % | ||||||
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 715.457 $ | -8.513 $ | -1,2 % | 723.970 $ | -35.944 $ | -4,7 % | 759.914 $ | +86.355 $ | +12,8 % | |||
| PATTEN & PATTEN INC/TN | 590.337 $ | -165.635 $ | -21,9 % | 755.972 $ | +7.179 $ | +1,0 % | 748.793 $ | +41.105 $ | +5,8 % | |||
| HORIZON KINETICS ASSET MANAGEMENT LLC | 646.819 $ | -108.360 $ | -14,3 % | 755.179 $ | +59.877 $ | +8,6 % | 695.302 $ | +62.931 $ | +10,0 % | |||
| Facet Wealth, Inc. | 751.766 $ | +61.713 $ | +8,9 % | 690.053 $ | +144.803 $ | +26,6 % | 545.250 $ | +314.060 $ | +135,8 % | |||
| Compass Ion Advisors, LLC | 643.346 $ | -107.778 $ | -14,3 % | 751.124 $ | +77.900 $ | +11,6 % | 673.224 $ | +70.979 $ | +11,8 % | |||
| Armbruster Capital Management, Inc. | 305.371 $ | +86.392 $ | +39,5 % | 218.979 $ | -444.425 $ | -67,0 % | 663.404 $ | -87.419 $ | -11,6 % | 750.823 $ | -122.417 $ | -14,0 % |
| First Nebraska Trust Co | 641.835 $ | -107.525 $ | -14,3 % | 749.360 $ | +59.415 $ | +8,6 % | 689.945 $ | +71.400 $ | +11,5 % | |||
| Brand Asset Management Group, Inc. | 620.676 $ | -127.832 $ | -17,1 % | 748.508 $ | +13.851 $ | +1,9 % | 734.657 $ | +106.337 $ | +16,9 % | |||
| Capital Planning Advisors, LLC | 746.186 $ | +59.163 $ | +8,6 % | 687.023 $ | +71.098 $ | +11,5 % | ||||||
| CHILTON INVESTMENT CO INC. | 269.722 $ | -45.186 $ | -14,3 % | 314.908 $ | -430.801 $ | -57,8 % | 745.709 $ | +306.906 $ | +69,9 % | |||
| BostonPremier Wealth LLC | 742.965 $ | +244.599 $ | +49,1 % | 498.366 $ | -83.490 $ | -14,3 % | 581.856 $ | +56.686 $ | +10,8 % | 525.170 $ | +230.524 $ | +78,2 % |
| COFG Advisors, LLC | 708.133 $ | -33.733 $ | -4,5 % | 741.866 $ | +80.412 $ | +12,2 % | 661.454 $ | |||||
| Fiduciary Alliance LLC | 557.868 $ | +3.323 $ | +0,6 % | 554.545 $ | -185.513 $ | -25,1 % | 740.058 $ | +368.786 $ | +99,3 % | 371.272 $ | +32.964 $ | +9,7 % |
| Avos Capital Management, LLC | 542.335 $ | +5.892 $ | +1,1 % | 536.443 $ | -202.426 $ | -27,4 % | 738.869 $ | |||||
| Sivia Capital Partners, LLC | 732.223 $ | -2.228 $ | -0,3 % | 734.451 $ | +196.173 $ | +36,4 % | 538.278 $ | |||||
| J. Safra Sarasin Holding AG | 734.024 $ | |||||||||||
| Winch Advisory Services, LLC | 624.845 $ | -104.679 $ | -14,3 % | 729.524 $ | +49.725 $ | +7,3 % | 679.799 $ | +10.679 $ | +1,6 % | |||
| Berkeley Capital Partners, LLC | 728.996 $ | +41.080 $ | +6,0 % | 687.916 $ | +41.500 $ | +6,4 % | ||||||
| Causey Wealth LLC | 624.116 $ | -104.357 $ | -14,3 % | 728.473 $ | +473.996 $ | +186,3 % | ||||||
| REGIMEN WEALTH, LLC | 600.909 $ | -97.495 $ | -14,0 % | 698.404 $ | -28.717 $ | -3,9 % | 727.121 $ | +69.207 $ | +10,5 % | |||
| Madson Wealth Advisors Inc | 417.132 $ | -92.863 $ | -18,2 % | 509.995 $ | -215.209 $ | -29,7 % | 725.204 $ | |||||
| Moment Partners, LLC | 725.116 $ | +164.423 $ | +29,3 % | |||||||||
| Vanguard Capital Wealth Advisors | 227.587 $ | -496.287 $ | -68,6 % | 723.874 $ | -1.146.461 $ | -61,3 % | ||||||
| TCW GROUP INC | 618.804 $ | -103.667 $ | -14,3 % | 722.471 $ | +105.985 $ | +17,2 % | 616.486 $ | |||||
| PlanVest Financial, Inc | 581.378 $ | -139.785 $ | -19,4 % | 721.163 $ | ||||||||
| Index Technologies Group LLC | 602.041 $ | -118.050 $ | -16,4 % | 720.091 $ | +83.312 $ | +13,1 % | 636.779 $ | |||||
| IFC & Insurance Marketing, Inc. | 719.770 $ | +112.972 $ | +18,6 % | 606.798 $ | -99.364 $ | -14,1 % | 706.162 $ | +123.162 $ | +21,1 % | 583.000 $ | ||
| PUREfi Wealth, LLC | 266.243 $ | +24.384 $ | +10,1 % | 241.859 $ | -19.006 $ | -7,3 % | 260.865 $ | -458.382 $ | -63,7 % | 719.247 $ | +84.693 $ | +13,3 % |
| Pallas Capital Advisors LLC | 615.935 $ | -103.186 $ | -14,3 % | 719.121 $ | +52.391 $ | +7,9 % | 666.730 $ | +313.723 $ | +88,9 % | |||
| GeoWealth Management, LLC | 283.759 $ | -119.129 $ | -29,6 % | 402.888 $ | -315.809 $ | -43,9 % | 718.697 $ | -1.023.677 $ | -58,8 % | |||
| SVB WEALTH LLC | 612.537 $ | -106.143 $ | -14,8 % | 718.680 $ | +56.982 $ | +8,6 % | 661.698 $ | +86.669 $ | +15,1 % | |||
| StoneX Group Inc. | 389.330 $ | -162.873 $ | -29,5 % | 552.203 $ | -163.737 $ | -22,9 % | 715.940 $ | +202.620 $ | +39,5 % | |||
| Allied Private Wealth LLC | 713.298 $ | |||||||||||
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 528.343 $ | -88.513 $ | -14,3 % | 616.856 $ | -95.167 $ | -13,4 % | 712.023 $ | +41.593 $ | +6,2 % | |||
| White Knight Strategic Wealth Advisors, LLC | 711.780 $ | +272.322 $ | +62,0 % | |||||||||
| STERLING INVESTMENT ADVISORS LLC /ADV | 608.712 $ | -101.976 $ | -14,3 % | 710.688 $ | +55.553 $ | +8,5 % | 655.135 $ | -71.785 $ | -9,9 % | |||
| Catawba River Capital | 445.357 $ | -83.575 $ | -15,8 % | 528.932 $ | -181.143 $ | -25,5 % | 710.075 $ | +43.284 $ | +6,5 % | |||
| Viewpoint Capital Management LLC | 253.638 $ | -455.962 $ | -64,3 % | 709.600 $ | +40.435 $ | +6,0 % | 669.165 $ | +80.165 $ | +13,6 % | |||
| KFG WEALTH MANAGEMENT, LLC | 708.448 $ | +375.045 $ | +112,5 % | 333.403 $ | +83.910 $ | +33,6 % | 249.493 $ | -23.806 $ | -8,7 % | 273.299 $ | +26.099 $ | +10,6 % |
| Atlas Wealth Partners, LLC | 517.017 $ | -190.996 $ | -27,0 % | 708.013 $ | +55.000 $ | +8,4 % | 653.013 $ | +184.229 $ | +39,3 % | |||
| SJS Investment Consulting Inc. | 480.338 $ | -225.720 $ | -32,0 % | 706.058 $ | +135.596 $ | +23,8 % | 570.462 $ | +158.751 $ | +38,6 % | |||
| Atlantic Union Bankshares Corp | 625.186 $ | -66.120 $ | -9,6 % | 691.306 $ | -14.508 $ | -2,1 % | 705.814 $ | +140.065 $ | +24,8 % | |||
| McKinley Carter Wealth Services, Inc. | 206.886 $ | -498.484 $ | -70,7 % | 705.370 $ | +106.544 $ | +17,8 % | 598.826 $ | +238.534 $ | +66,2 % | 360.292 $ | +148.426 $ | +70,1 % |
| Mission Financial Group, LLC | 704.810 $ | +4.571 $ | +0,7 % | 700.239 $ | ||||||||
| QUANTIFY CHAOS ADVISORS, LLC | 602.268 $ | -100.896 $ | -14,3 % | 703.164 $ | +55.752 $ | +8,6 % | 647.412 $ | |||||
| Integrated Investment Consultants, LLC | 601.966 $ | -100.846 $ | -14,3 % | 702.812 $ | +11.081 $ | +1,6 % | 691.731 $ | -109.066 $ | -13,6 % | |||
| Financial Partners Group, Inc | 608.797 $ | +40.814 $ | +7,2 % | 567.983 $ | -134.002 $ | -19,1 % | 701.985 $ | +89.754 $ | +14,7 % | 612.231 $ | +342.266 $ | +126,8 % |
| Colter Lewis Investment Partners LLC | 600.022 $ | -100.520 $ | -14,3 % | 700.542 $ | +404.677 $ | +136,8 % | 295.865 $ | |||||
| Visionary Wealth Advisors | 560.285 $ | -136.620 $ | -19,6 % | 696.905 $ | +74.980 $ | +12,1 % | 621.925 $ | +46.023 $ | +8,0 % | |||
| Sound Income Strategies, LLC | 476.172 $ | -103.027 $ | -17,8 % | 579.199 $ | -96.405 $ | -14,3 % | 675.604 $ | -20.207 $ | -2,9 % | 695.811 $ | +230.181 $ | +49,4 % |
| Accredited Investors Inc. | 695.750 $ | +83.126 $ | +13,6 % | 612.624 $ | +98.493 $ | +19,2 % | 514.131 $ | +108.002 $ | +26,6 % | |||
| FLAGSTAR SECURITIES, INC | 663.299 $ | +213.943 $ | +47,6 % | 449.356 $ | -178.515 $ | -28,4 % | 627.871 $ | -67.183 $ | -9,7 % | 695.054 $ | -415.412 $ | -37,4 % |
| Lakeridge Wealth Management LLC | 569.026 $ | -123.533 $ | -17,8 % | 692.559 $ | +43.688 $ | +6,7 % | 648.871 $ | +68.749 $ | +11,9 % | |||
| FARMERS TRUST CO | 691.086 $ | +19.161 $ | +2,9 % | 671.925 $ | +66.770 $ | +11,0 % | ||||||
| CAPE COD FIVE CENTS SAVINGS BANK | 690.992 $ | +279.725 $ | +68,0 % | 411.267 $ | +0 $ | +0,0 % | ||||||
| Stegent Equity Advisors, Inc. | 611.679 $ | +20.285 $ | +3,4 % | 591.394 $ | -99.075 $ | -14,3 % | 690.469 $ | +54.746 $ | +8,6 % | 635.723 $ | +65.788 $ | +11,5 % |
| Cynosure Group, LLC | 688.882 $ | +54.620 $ | +8,6 % | 634.262 $ | -511.430 $ | -44,6 % | ||||||
| WHALEROCK POINT PARTNERS, LLC | 589.809 $ | -98.809 $ | -14,3 % | 688.618 $ | +54.599 $ | +8,6 % | 634.019 $ | +65.613 $ | +11,5 % | |||
| Privatperson | 383.440 $ | -304.649 $ | -44,3 % | 688.089 $ | +23.794 $ | +3,6 % | 664.295 $ | |||||
| McAlvany Wealth Management LLC | 513.468 $ | -173.361 $ | -25,2 % | 686.829 $ | +30.001 $ | +4,6 % | 656.828 $ | |||||
| Tacita Capital Inc | 632.841 $ | -52.779 $ | -7,7 % | 685.620 $ | +54.439 $ | +8,6 % | 631.181 $ | +65.326 $ | +11,5 % | |||
| HAZLETT, BURT & WATSON, INC. | 642.000 $ | -40.000 $ | -5,9 % | 682.000 $ | +266.000 $ | +63,9 % | 416.000 $ | +157.000 $ | +60,6 % | |||
| Financial Gravity Companies, Inc. | 679.590 $ | |||||||||||
| Clearbridge Investments, LLC | 581.503 $ | -97.417 $ | -14,3 % | 678.920 $ | +53.830 $ | +8,6 % | 625.090 $ | +64.688 $ | +11,5 % | |||
| Petersen Hastings Wealth Advisors Inc. | 545.182 $ | -91.333 $ | -14,3 % | 636.515 $ | -42.391 $ | -6,2 % | 678.906 $ | |||||
| Endowment Wealth Management, Inc. | 587.182 $ | +8.271 $ | +1,4 % | 578.911 $ | -98.392 $ | -14,5 % | 677.303 $ | +30.068 $ | +4,6 % | |||
| FOSTER & MOTLEY INC | 673.000 $ | +347.000 $ | +106,4 % | 326.000 $ | +10.000 $ | +3,2 % | 316.000 $ | +57.000 $ | +22,0 % | |||
| MJP ASSOCIATES INC /ADV | 481.682 $ | -190.680 $ | -28,4 % | 672.362 $ | +403.933 $ | +150,5 % | 268.429 $ | +27.779 $ | +11,5 % | |||
| WealthCollab, LLC | 573.876 $ | -96.140 $ | -14,3 % | 670.016 $ | +78.936 $ | +13,4 % | 591.080 $ | +87.948 $ | +17,5 % | |||
| Aspire Private Capital, LLC | 257.489 $ | +2.266 $ | +0,9 % | 255.223 $ | -409.478 $ | -61,6 % | 664.701 $ | -358.931 $ | -35,1 % | |||
| Strategic Wealth Advisors LLC | 647.000 $ | -16.000 $ | -2,4 % | 663.000 $ | +16.000 $ | +2,5 % | 647.000 $ | |||||
| ARRIEN INVESTMENTS, INC. | 566.325 $ | -94.875 $ | -14,3 % | 661.200 $ | +52.425 $ | +8,6 % | 608.775 $ | +63.000 $ | +11,5 % | |||
| Schrum Private Wealth Management LLC | 342.370 $ | -314.422 $ | -47,9 % | 656.792 $ | +52.076 $ | +8,6 % | 604.716 $ | +79.534 $ | +15,1 % | |||
| BLB&B Advisors, LLC | 339.947 $ | -315.435 $ | -48,1 % | 655.382 $ | +129.481 $ | +24,6 % | 525.901 $ | +98.522 $ | +23,1 % | |||
| Austin Private Wealth, LLC | 654.636 $ | +17.098 $ | +2,7 % | |||||||||
| Galvin, Gaustad & Stein, LLC | 564.819 $ | +19.637 $ | +3,6 % | 545.182 $ | -107.907 $ | -16,5 % | 653.089 $ | +25.239 $ | +4,0 % | 627.850 $ | +70.796 $ | +12,7 % |
| DURANTE & WATERS, LLC | 557.264 $ | -93.357 $ | -14,3 % | 650.621 $ | +51.586 $ | +8,6 % | 599.035 $ | +75.091 $ | +14,3 % | |||
| CALTON & ASSOCIATES, INC. | 648.404 $ | -1.159 $ | -0,2 % | 649.563 $ | +105.237 $ | +19,3 % | 544.326 $ | +110.253 $ | +25,4 % | |||
| Birchwood Financial Partners, Inc. | 393.936 $ | -66.788 $ | -14,5 % | 460.724 $ | -187.175 $ | -28,9 % | 647.899 $ | |||||
| Soltis Investment Advisors LLC | 556.774 $ | -88.779 $ | -13,8 % | 645.553 $ | +58.652 $ | +10,0 % | 586.901 $ | +44.582 $ | +8,2 % | |||
| Indiana Trust & Investment Management Co | 551.752 $ | -92.433 $ | -14,3 % | 644.185 $ | +85.330 $ | +15,3 % | 558.855 $ | +57.834 $ | +11,5 % | |||
| Pacific Excel Wealth Advisors, Inc. | 639.331 $ | +135.686 $ | +26,9 % | 503.645 $ | ||||||||
| LEIGH BALDWIN & CO., LLC | 450.929 $ | -187.349 $ | -29,4 % | 638.278 $ | +102.278 $ | +19,1 % | 536.000 $ | |||||
| Journey Advisory Group, LLC | 523.058 $ | -114.780 $ | -18,0 % | 637.838 $ | +47.245 $ | +8,0 % | 590.593 $ | +46.564 $ | +8,6 % | |||
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 358.213 $ | +51.052 $ | +16,6 % | 307.161 $ | +9.109 $ | +3,1 % | 298.052 $ | -337.511 $ | -53,1 % | 635.563 $ | +116.646 $ | +22,5 % |
| RETIREMENT INCOME SOLUTIONS, INC | 632.901 $ | +0 $ | +0,0 % | 632.901 $ | +375.430 $ | +145,8 % | 257.471 $ | +26.645 $ | +11,5 % | |||
| Kestra Investment Management, LLC | 329.526 $ | -302.672 $ | -47,9 % | 632.198 $ | +218.475 $ | +52,8 % | 413.723 $ | +50.091 $ | +13,8 % | |||
| MERITAGE PORTFOLIO MANAGEMENT | 629.879 $ | +65.184 $ | +11,5 % | |||||||||
| First City Capital Management, Inc. | 539.066 $ | -89.779 $ | -14,3 % | 628.845 $ | +44.989 $ | +7,7 % | 583.856 $ | +56.783 $ | +10,8 % | |||
| CGN Advisors LLC | 612.813 $ | +57.059 $ | +10,3 % | 555.754 $ | -72.739 $ | -11,6 % | 628.493 $ | +57.300 $ | +10,0 % | 571.193 $ | +93.749 $ | +19,6 % |
| Solidarity Wealth, LLC | 553.495 $ | +18.356 $ | +3,4 % | 535.139 $ | -89.651 $ | -14,3 % | 624.790 $ | +49.538 $ | +8,6 % | 575.252 $ | +59.531 $ | +11,5 % |
| SageView Advisory Group, LLC | 501.009 $ | -83.933 $ | -14,3 % | 584.942 $ | -37.434 $ | -6,0 % | 622.376 $ | +64.229 $ | +11,5 % | |||
| ATTICUS WEALTH MANAGEMENT, LLC | 621.300 $ | |||||||||||
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 587.624 $ | +56.260 $ | +10,6 % | 531.364 $ | -88.930 $ | -14,3 % | 620.294 $ | |||||
| Pullen Investment Management, LLC | 489.833 $ | -129.932 $ | -21,0 % | 619.765 $ | +52.224 $ | +9,2 % | 567.541 $ | +103.196 $ | +22,2 % | |||
| Capital Asset Managemnet, LLC | 246.231 $ | -373.177 $ | -60,2 % | 619.408 $ | ||||||||
| LAKE STREET PRIVATE WEALTH, LLC | 518.147 $ | -100.124 $ | -16,2 % | 618.271 $ | +44.627 $ | +7,8 % | 573.644 $ | +32.106 $ | +5,9 % | |||
| Fortune Financial Group, Inc. | 559.076 $ | -58.924 $ | -9,5 % | 618.000 $ | ||||||||
| STRATEGY ASSET MANAGERS LLC | 351.327 $ | +8.663 $ | +2,5 % | 342.664 $ | -275.249 $ | -44,5 % | 617.913 $ | +75.210 $ | +13,9 % | 542.703 $ | +263.703 $ | +94,5 % |
| IKE Capital, LLC | 498.366 $ | -118.754 $ | -19,2 % | 617.120 $ | +48.930 $ | +8,6 % | 568.190 $ | |||||
| Dynamic Financial Group | 504.875 $ | -85.903 $ | -14,5 % | 590.778 $ | -26.293 $ | -4,3 % | 617.071 $ | +44.575 $ | +7,8 % | |||
| WBH ADVISORY INC | 512.109 $ | -104.800 $ | -17,0 % | 616.909 $ | +4.400 $ | +0,7 % | 612.509 $ | +35.880 $ | +6,2 % | |||
| PERSONAL CFO SOLUTIONS, LLC | 616.856 $ | |||||||||||
| Midwest Financial Group LLC | 614.178 $ | +83.796 $ | +15,8 % | 530.382 $ | -86.474 $ | -14,0 % | 616.856 $ | +155.080 $ | +33,6 % | 461.776 $ | +36.726 $ | +8,6 % |
| Nemes Rush Group LLC | 527.211 $ | -88.410 $ | -14,4 % | 615.621 $ | +48.892 $ | +8,6 % | 566.729 $ | +68.109 $ | +13,7 % | |||
| WEST PACES ADVISORS INC. | 615.038 $ | +91.074 $ | +17,4 % | 523.964 $ | +99.474 $ | +23,4 % | 424.490 $ | +33.656 $ | +8,6 % | 390.834 $ | +40.446 $ | +11,5 % |
| Acorn Wealth Advisors, LLC | 581.220 $ | -31.846 $ | -5,2 % | 613.066 $ | +48.666 $ | +8,6 % | 564.400 $ | +205.466 $ | +57,2 % | 358.934 $ | -1.003 $ | -0,3 % |
| GILL CAPITAL PARTNERS, LLC | 250.311 $ | +60.026 $ | +31,5 % | 190.285 $ | -422.057 $ | -68,9 % | 612.342 $ | +46.259 $ | +8,2 % | 566.083 $ | ||
| WealthNavi Inc. | 502.386 $ | -107.837 $ | -17,7 % | 610.223 $ | +34.789 $ | +6,0 % | 575.434 $ | +56.544 $ | +10,9 % | |||
| Root Financial Partners, LLC | 532.973 $ | +627 $ | +0,1 % | 532.346 $ | -77.721 $ | -12,7 % | 610.067 $ | +365.583 $ | +149,5 % | 244.484 $ | +92.686 $ | +61,1 % |
| WASHINGTON TRUST Co | 474.580 $ | -99.342 $ | -17,3 % | 573.922 $ | -35.665 $ | -5,9 % | 609.587 $ | +63.084 $ | +11,5 % | |||
| Whelan Financial | 562.550 $ | -46.988 $ | -7,7 % | 609.538 $ | +327.148 $ | +115,8 % | 282.390 $ | +26.385 $ | +10,3 % | |||
| MEYER HANDELMAN CO | 609.441 $ | |||||||||||
| Copia Wealth Management | 491.570 $ | -115.412 $ | -19,0 % | 606.982 $ | +83.435 $ | +15,9 % | 523.547 $ | +60.293 $ | +13,0 % | |||
| Cambridge Advisors Inc. | 534.829 $ | +16.604 $ | +3,2 % | 518.225 $ | -88.580 $ | -14,6 % | 606.805 $ | +48.112 $ | +8,6 % | 558.693 $ | +57.089 $ | +11,4 % |
| Pinnacle Wealth Planning Services, Inc. | 333.603 $ | -245.961 $ | -42,4 % | 579.564 $ | -25.558 $ | -4,2 % | 605.122 $ | +63.640 $ | +11,8 % | |||
| Aries Wealth Management | 547.221 $ | -57.557 $ | -9,5 % | 604.778 $ | +66.215 $ | +12,3 % | 538.563 $ | -4.811 $ | -0,9 % | |||
| Pinnacle Wealth Management Advisory Group, LLC | 516.866 $ | -86.589 $ | -14,3 % | 603.455 $ | +36.645 $ | +6,5 % | 566.810 $ | +62.296 $ | +12,3 % | |||
| Armstrong, Fleming & Moore, Inc | 516.413 $ | -86.513 $ | -14,3 % | 602.926 $ | +48.535 $ | +8,8 % | 554.391 $ | +58.100 $ | +11,7 % | |||
| PANORAMIC INVESTMENT ADVISORS, LLC | 514.601 $ | -86.209 $ | -14,3 % | 600.810 $ | +17.685 $ | +3,0 % | 583.125 $ | +71.552 $ | +14,0 % | |||
| Townsend Financial Planning, LLC | 599.150 $ | +8.862 $ | +1,5 % | 590.288 $ | +195.511 $ | +49,5 % | 394.777 $ | |||||
| CRA Financial Services, LLC | 529.596 $ | +18.318 $ | +3,6 % | 511.278 $ | -85.036 $ | -14,3 % | 596.314 $ | +44.845 $ | +8,1 % | 551.469 $ | +90.544 $ | +19,6 % |
| REAP Financial Group, LLC | 510.523 $ | -85.350 $ | -14,3 % | 595.873 $ | +71.434 $ | +13,6 % | 524.439 $ | +520.509 $ | +13.244,5 % | |||
| Sandy Cove Advisors, LLC | 469.672 $ | -126.025 $ | -21,2 % | 595.697 $ | +47.231 $ | +8,6 % | 548.466 $ | +56.759 $ | +11,5 % | |||
| Koa Wealth Management, LLC | 380.503 $ | -7.543 $ | -1,9 % | 388.046 $ | -165.775 $ | -29,9 % | 553.821 $ | -41.155 $ | -6,9 % | 594.976 $ | +80.856 $ | +15,7 % |
| Revisor Wealth Management LLC | 594.184 $ | |||||||||||
| Chesley Taft & Associates LLC | 500.933 $ | -42.891 $ | -7,9 % | 543.824 $ | -49.228 $ | -8,3 % | 593.052 $ | +73.076 $ | +14,1 % | 519.976 $ | ||
| GARRISON POINT ADVISORS, LLC | 476.091 $ | -79.758 $ | -14,3 % | 555.849 $ | -37.098 $ | -6,3 % | 592.947 $ | +373.909 $ | +170,7 % | |||
| Haverford Trust Co | 592.376 $ | +223.779 $ | +60,7 % | 368.597 $ | +75.005 $ | +25,5 % | 293.592 $ | +39.115 $ | +15,4 % | |||
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 591.061 $ | +19.601 $ | +3,4 % | 571.460 $ | ||||||||
| INTEGRAL INVESTMENT ADVISORS, INC. | 505.313 $ | -84.654 $ | -14,3 % | 589.967 $ | +6.192 $ | +1,1 % | 583.775 $ | +60.413 $ | +11,5 % | |||
| TRUST CO OF VERMONT | 405.339 $ | +13.442 $ | +3,4 % | 391.897 $ | -196.017 $ | -33,3 % | 587.914 $ | +289.921 $ | +97,3 % | |||
| Wynn Capital, LLC | 519.053 $ | +17.213 $ | +3,4 % | 501.840 $ | -84.072 $ | -14,3 % | 585.912 $ | +46.456 $ | +8,6 % | 539.456 $ | +55.826 $ | +11,5 % |
| West Branch Capital LLC | 517.803 $ | +17.171 $ | +3,4 % | 500.632 $ | -83.869 $ | -14,3 % | 584.501 $ | +46.343 $ | +8,6 % | 538.158 $ | +55.692 $ | +11,5 % |
| Busey Bank | 414.171 $ | -77.322 $ | -15,7 % | 491.493 $ | -90.984 $ | -15,6 % | 582.477 $ | +349.613 $ | +150,1 % | |||
| PROFESSIONAL ADVISORY SERVICES INC | 490.000 $ | +6.000 $ | +1,2 % | 484.000 $ | -81.000 $ | -14,3 % | 565.000 $ | -17.000 $ | -2,9 % | 582.000 $ | +36.000 $ | +6,6 % |
| Legacy Edge Advisors, LLC | 435.315 $ | -82.801 $ | -16,0 % | 518.116 $ | -63.792 $ | -11,0 % | 581.908 $ | +46.030 $ | +8,6 % | |||
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 378.095 $ | -203.320 $ | -35,0 % | 581.415 $ | +280.485 $ | +93,2 % | 300.930 $ | +72.100 $ | +31,5 % | |||
| Calamos Wealth Management LLC | 514.374 $ | -66.424 $ | -11,4 % | 580.798 $ | +216.669 $ | +59,5 % | 364.129 $ | +137.523 $ | +60,7 % | |||
| Calamos Advisors LLC | 580.798 $ | |||||||||||
| Kiker Wealth Management, LLC | 502.142 $ | -76.452 $ | -13,2 % | 578.594 $ | ||||||||
| Sand Hill Global Advisors, LLC | 507.578 $ | -70.752 $ | -12,2 % | 578.330 $ | +37.007 $ | +6,8 % | 541.323 $ | +56.020 $ | +11,5 % | |||
| COOPER/HAIMS ADVISORS, LLC | 494.439 $ | -82.833 $ | -14,3 % | 577.272 $ | +45.771 $ | +8,6 % | 531.501 $ | +55.003 $ | +11,5 % | |||
| Great Diamond Partners, LLC | 506.391 $ | -65.614 $ | -11,5 % | 572.005 $ | -7.754 $ | -1,3 % | ||||||
| ORG Partners LLC | 571.961 $ | +39.908 $ | +7,5 % | |||||||||
| SmartHarvest Portfolios, LLC | 489.682 $ | -82.036 $ | -14,3 % | 571.718 $ | +55.801 $ | +10,8 % | 515.917 $ | |||||
| Two West Capital Advisors LLC | 393.071 $ | +41.186 $ | +11,7 % | 351.885 $ | -17.178 $ | -4,7 % | 369.063 $ | -201.968 $ | -35,4 % | 571.031 $ | +37.360 $ | +7,0 % |
| Orcam Financial Group | 486.058 $ | -81.428 $ | -14,3 % | 567.486 $ | +44.995 $ | +8,6 % | 522.491 $ | -6.110 $ | -1,2 % | |||
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 566.325 $ | |||||||||||
| Envision Financial Planning, LLC | 565.494 $ | +65.891 $ | +13,2 % | 499.603 $ | +80.685 $ | +19,3 % | 418.918 $ | +81.847 $ | +24,3 % | |||
| GREENWOOD GEARHART LLC | 564.739 $ | |||||||||||
| Presidio Capital Management, LLC | 563.833 $ | +11.422 $ | +2,1 % | 552.411 $ | +93.719 $ | +20,4 % | 458.692 $ | +205.380 $ | +81,1 % | |||
| Spinnaker Investment Group, LLC | 474.181 $ | +14.597 $ | +3,2 % | 459.584 $ | +125.105 $ | +37,4 % | 334.479 $ | -228.922 $ | -40,6 % | 563.401 $ | +74.968 $ | +15,3 % |
| QUATTRO FINANCIAL ADVISORS LLC | 560.284 $ | +57.155 $ | +11,4 % | 503.129 $ | +39.892 $ | +8,6 % | 463.237 $ | +47.939 $ | +11,5 % | |||
| FIRST CITIZENS BANK & TRUST CO | 559.820 $ | +338.363 $ | +152,8 % | 221.457 $ | +16.260 $ | +7,9 % | 205.197 $ | |||||
| DAYMARK WEALTH PARTNERS, LLC | 481.376 $ | -78.087 $ | -14,0 % | 559.463 $ | +66.680 $ | +13,5 % | 492.783 $ | +107.975 $ | +28,1 % | |||
| Quadrant Private Wealth Management, LLC | 559.398 $ | +51.821 $ | +10,2 % | 507.577 $ | +4.572 $ | +0,9 % | ||||||
| MRP Capital Investments, LLC | 471.938 $ | -12.942 $ | -2,7 % | 484.880 $ | -73.164 $ | -13,1 % | 558.044 $ | +215.064 $ | +62,7 % | |||
| Genesis Wealth Advisors, LLC | 477.676 $ | -80.024 $ | -14,3 % | 557.700 $ | +44.219 $ | +8,6 % | 513.481 $ | +53.138 $ | +11,5 % | |||
| Fortitude Family Office, LLC | 556.025 $ | +125.580 $ | +29,2 % | 430.445 $ | -25.605 $ | -5,6 % | ||||||
| CHANNEL WEALTH LLC | 555.905 $ | |||||||||||
| LRI Investments, LLC | 474.958 $ | -79.568 $ | -14,3 % | 554.526 $ | +43.967 $ | +8,6 % | 510.559 $ | +34.061 $ | +7,1 % | |||
| Summit Global Investments | 554.000 $ | +58.000 $ | +11,7 % | |||||||||
| TCP Asset Management, LLC | 494.125 $ | +20.300 $ | +4,3 % | 473.825 $ | -79.379 $ | -14,3 % | 553.204 $ | +47.353 $ | +9,4 % | 505.851 $ | +52.421 $ | +11,6 % |
| EXCALIBUR MANAGEMENT CORP | 551.186 $ | +198.546 $ | +56,3 % | 352.640 $ | +27.960 $ | +8,6 % | 324.680 $ | |||||
| Joseph P. Lucia & Associates, LLC | 467.256 $ | -80.218 $ | -14,7 % | 547.474 $ | +193.654 $ | +54,7 % | 353.820 $ | +104.146 $ | +41,7 % | |||
| Signature Wealth Management Group | 518.293 $ | -29.036 $ | -5,3 % | 547.329 $ | +56.641 $ | +11,5 % | ||||||
| VAN ECK ASSOCIATES CORP | 467.709 $ | -78.291 $ | -14,3 % | 546.000 $ | +43.000 $ | +8,5 % | 503.000 $ | +52.000 $ | +11,5 % | |||
| SMART Wealth LLC | 542.917 $ | +234.533 $ | +76,1 % | 308.384 $ | +50.913 $ | +19,8 % | 257.471 $ | |||||
| City Center Advisors, LLC | 462.430 $ | +15.033 $ | +3,4 % | 447.397 $ | -95.316 $ | -17,6 % | 542.713 $ | +38.810 $ | +7,7 % | 503.903 $ | +115.020 $ | +29,6 % |
| DENVER WEALTH MANAGEMENT, INC. | 538.128 $ | |||||||||||
| Arbor Investment Advisors, LLC | 416.891 $ | -120.885 $ | -22,5 % | 537.776 $ | +281.928 $ | +110,2 % | 255.848 $ | +353 $ | +0,1 % | |||
| Walser Wealth Management Company, A Ltd Liability Co | 409.478 $ | +21.130 $ | +5,4 % | 388.348 $ | -149.164 $ | -27,8 % | 537.512 $ | +1.871 $ | +0,3 % | 535.641 $ | ||
| KW WEALTH MANAGEMENT LLC | 536.858 $ | +80.153 $ | +17,6 % | |||||||||
| Jaffetilchin Investment Partners, LLC | 442.828 $ | -93.846 $ | -17,5 % | 536.674 $ | +49.816 $ | +10,2 % | 486.858 $ | +175.330 $ | +56,3 % | |||
| Privatperson | 458.848 $ | -76.839 $ | -14,3 % | 535.687 $ | +28.329 $ | +5,6 % | 507.358 $ | +242.568 $ | +91,6 % | |||
| Clay Northam Wealth Management, LLC | 463.836 $ | +5.188 $ | +1,1 % | 458.648 $ | -76.836 $ | -14,3 % | 535.484 $ | +43.350 $ | +8,8 % | 492.134 $ | +50.784 $ | +11,5 % |
| Integrity Investment Advisors, LLC | 458.195 $ | -76.760 $ | -14,3 % | 534.955 $ | +42.415 $ | +8,6 % | 492.540 $ | |||||
| Ellevest, Inc. | 534.813 $ | +268.746 $ | +101,0 % | 266.067 $ | +21.096 $ | +8,6 % | 244.971 $ | +25.351 $ | +11,5 % | |||
| CLEAR INVESTMENT RESEARCH, LLC | 507.201 $ | -4.215 $ | -0,8 % | 511.416 $ | -22.033 $ | -4,1 % | 533.449 $ | +103.014 $ | +23,9 % | |||
| Farmers & Merchants Trust Co of Long Beach | 533.191 $ | +42.275 $ | +8,6 % | 490.916 $ | +56.116 $ | +12,9 % | ||||||
| Rare Wolf Capital LLC | 532.017 $ | +134.834 $ | +33,9 % | 397.183 $ | -66.539 $ | -14,3 % | 463.722 $ | +36.768 $ | +8,6 % | 426.954 $ | ||
| Williams & Novak Wealth Management, LLC | 455.635 $ | +8.314 $ | +1,9 % | 447.321 $ | -83.943 $ | -15,8 % | 531.264 $ | +50.413 $ | +10,5 % | 480.851 $ | -339.149 $ | -41,4 % |
| Tortoise Investment Management, LLC | 453.287 $ | -75.937 $ | -14,3 % | 529.224 $ | +75.240 $ | +16,6 % | 453.984 $ | +54.331 $ | +13,6 % | |||
| MOULTON WEALTH MANAGEMENT, INC | 459.418 $ | +3.676 $ | +0,8 % | 455.742 $ | -73.059 $ | -13,8 % | 528.801 $ | -836.319 $ | -61,3 % | |||
| Baker Ellis Asset Management LLC | 351.450 $ | -26.100 $ | -6,9 % | 377.550 $ | -107.330 $ | -22,1 % | 484.880 $ | -42.725 $ | -8,1 % | 527.605 $ | +54.600 $ | +11,5 % |
| One Day In July LLC | 451.776 $ | -75.685 $ | -14,3 % | 527.461 $ | +209.843 $ | +66,1 % | 317.618 $ | +43.784 $ | +16,0 % | |||
| Elm Partners Management LLC | 468.917 $ | -58.498 $ | -11,1 % | 527.415 $ | +47.376 $ | +9,9 % | 480.039 $ | +166.109 $ | +52,9 % | |||
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 228.511 $ | -298.445 $ | -56,6 % | 526.956 $ | ||||||||
| Twin Lakes Capital Management, LLC | 450.719 $ | -75.508 $ | -14,3 % | 526.227 $ | +15.749 $ | +3,1 % | 510.478 $ | +13.532 $ | +2,7 % | |||
| Cassaday & Co Wealth Management LLC | 524.795 $ | +3.240 $ | +0,6 % | 521.555 $ | +40.216 $ | +8,4 % | 481.339 $ | +104.535 $ | +27,7 % | |||
| Pitcairn Wealth Advisors LLC | 488.172 $ | -36.591 $ | -7,0 % | 524.763 $ | -1 $ | -0,0 % | 524.764 $ | |||||
| Financial Futures Ltd Liability Co. | 520.673 $ | +162.226 $ | +45,3 % | 358.447 $ | ||||||||
| BAKER BOYER NATIONAL BANK | 519.703 $ | +8.900 $ | +1,7 % | 510.803 $ | +81.824 $ | +19,1 % | ||||||
| FULTON BANK, N.A. | 333.643 $ | -181.637 $ | -35,3 % | 515.280 $ | +9.066 $ | +1,8 % | 506.214 $ | +52.068 $ | +11,5 % | 454.146 $ | +46.998 $ | +11,5 % |
| BOURGEON CAPITAL MANAGEMENT LLC | 515.105 $ | +53.306 $ | +11,5 % | |||||||||
| Rossby Financial, LCC | 456.768 $ | -58.029 $ | -11,3 % | 514.797 $ | +444.008 $ | +627,2 % | 70.789 $ | +16.944 $ | +31,5 % | |||
| Certified Advisory Corp | 423.236 $ | -91.092 $ | -17,7 % | 514.328 $ | +33.209 $ | +6,9 % | 481.119 $ | +49.789 $ | +11,5 % | |||
| Richmond Investment Services, LLC | 223.657 $ | -290.073 $ | -56,5 % | 513.730 $ | +98.432 $ | +23,7 % | ||||||
| PEAPACK GLADSTONE FINANCIAL CORP | 438.000 $ | -75.000 $ | -14,6 % | 513.000 $ | +38.000 $ | +8,0 % | 475.000 $ | -299.000 $ | -38,6 % | |||
| DDD Partners, LLC | 439.317 $ | -73.598 $ | -14,3 % | 512.915 $ | +44.970 $ | +9,6 % | 467.945 $ | +48.426 $ | +11,5 % | |||
| Retirement Management Systems Inc. | 390.840 $ | -80.199 $ | -17,0 % | 471.039 $ | -41.306 $ | -8,1 % | 512.345 $ | |||||
| Avantra Family Wealth, Inc. | 511.452 $ | +51.618 $ | +11,2 % | |||||||||
| Compton Wealth Advisory Group, LLC | 354.135 $ | -113.247 $ | -24,2 % | 467.382 $ | -36.799 $ | -7,3 % | 504.181 $ | +90.052 $ | +21,7 % | 414.129 $ | +63.814 $ | +18,2 % |
| HARBOR INVESTMENT ADVISORY, LLC | 425.840 $ | -4.529 $ | -1,1 % | 430.369 $ | -72.275 $ | -14,4 % | 502.644 $ | +161 $ | +0,0 % | 502.483 $ | +52.582 $ | +11,7 % |
| Broadway Wealth Solutions, Inc. | 338.485 $ | -43.143 $ | -11,3 % | 381.628 $ | -63.933 $ | -14,3 % | 445.561 $ | -56.557 $ | -11,3 % | 502.118 $ | +20.963 $ | +4,4 % |
| Pillar Financial Advisors, LLC | 442.827 $ | +14.685 $ | +3,4 % | 428.142 $ | -71.726 $ | -14,3 % | 499.868 $ | +39.634 $ | +8,6 % | 460.234 $ | +47.628 $ | +11,5 % |
| B.O.S.S. Retirement Advisors, LLC | 215.054 $ | -284.794 $ | -57,0 % | 499.848 $ | -971.599 $ | -66,0 % | ||||||
| Sound Stewardship, LLC | 387.767 $ | +12.859 $ | +3,4 % | 374.908 $ | -52.668 $ | -12,3 % | 427.576 $ | -71.620 $ | -14,3 % | 499.196 $ | +51.660 $ | +11,5 % |
| Heritage Financial Services, LLC | 498.871 $ | -306.330 $ | -38,0 % | |||||||||
| Independence Bank of Kentucky | 498.517 $ | +419.173 $ | +528,3 % | 79.344 $ | -10.268 $ | -11,5 % | 89.612 $ | -9.792 $ | -9,9 % | |||
| Teamwork Financial Advisors, LLC | 414.928 $ | -81.677 $ | -16,4 % | 496.605 $ | +44.731 $ | +9,9 % | 451.874 $ | +55.059 $ | +13,9 % | |||
| AlphaStar Capital Management, LLC | 359.650 $ | -65.656 $ | -15,4 % | 425.306 $ | -71.115 $ | -14,3 % | 496.421 $ | +33.978 $ | +7,3 % | 462.443 $ | ||
| Future Financial Wealth Managment LLC | 429.550 $ | +10.725 $ | +2,6 % | 418.825 $ | -77.495 $ | -15,6 % | 496.320 $ | +3.795 $ | +0,8 % | 492.525 $ | +92.290 $ | +23,1 % |
| Concentrum Wealth Management | 437.505 $ | -58.659 $ | -11,8 % | 496.164 $ | ||||||||
| CONTINUUM WEALTH ADVISORS, LLC | 407.135 $ | +12.142 $ | +3,1 % | 394.993 $ | -100.907 $ | -20,3 % | 495.900 $ | +25.033 $ | +5,3 % | 470.867 $ | +47.491 $ | +11,2 % |
| Magnolia Private Wealth, LLC | 494.137 $ | +33.854 $ | +7,4 % | 460.283 $ | +209.062 $ | +83,2 % | 251.221 $ | |||||
| BROOKS, MOORE & ASSOCIATES, INC. | 493.189 $ | +60.135 $ | +13,9 % | |||||||||
| ARS Wealth Advisors Group, LLC | 442.671 $ | +20.268 $ | +4,8 % | 422.403 $ | -70.764 $ | -14,3 % | 493.167 $ | +291.703 $ | +144,8 % | 201.464 $ | ||
| Shepherd Street Advisors LLC | 491.035 $ | +15.582 $ | +3,3 % | 475.453 $ | +28.834 $ | +6,5 % | 446.619 $ | +219.992 $ | +97,1 % | 226.627 $ | ||
| POTOMAC FUND MANAGEMENT INC /ADV | 422.176 $ | -68.523 $ | -14,0 % | 490.699 $ | +56.277 $ | +13,0 % | 434.422 $ | -44.114 $ | -9,2 % | |||
| GATEWAY INVESTMENT ADVISERS LLC | 490.546 $ | +16.268 $ | +3,4 % | 474.278 $ | ||||||||
| Investment Advisory Group, LLC | 420.138 $ | -70.384 $ | -14,3 % | 490.522 $ | +2.609 $ | +0,5 % | 487.913 $ | +110.018 $ | +29,1 % | |||
| Painted Porch Advisors LLC | 420.105 $ | -70.245 $ | -14,3 % | 490.350 $ | +38.955 $ | +8,6 % | 451.395 $ | +41.178 $ | +10,0 % | |||
| AMERICAN ASSET MANAGEMENT INC. | 205.689 $ | -79.509 $ | -27,9 % | 285.198 $ | -204.663 $ | -41,8 % | 489.861 $ | +164.361 $ | +50,5 % | |||
| Sound Financial Strategies Group, LLC | 239.820 $ | -249.909 $ | -51,0 % | 489.729 $ | ||||||||
| NIXON PEABODY TRUST CO | 489.229 $ | +187.193 $ | +62,0 % | 302.036 $ | ||||||||
| WOODWARD DIVERSIFIED CAPITAL, LLC | 405.339 $ | +3.173 $ | +0,8 % | 402.166 $ | -84.311 $ | -17,3 % | 486.477 $ | -2.653 $ | -0,5 % | 489.130 $ | -98.124 $ | -16,7 % |
| Rossmore Private Capital | 418.325 $ | -70.081 $ | -14,3 % | 488.406 $ | +38.724 $ | +8,6 % | 449.682 $ | |||||
| Pure Financial Advisors, LLC | 487.308 $ | +43.951 $ | +9,9 % | 443.357 $ | +58.449 $ | +15,2 % | 384.908 $ | +111.948 $ | +41,0 % | |||
| SANDERS MORRIS HARRIS LLC | 443.469 $ | -41.235 $ | -8,5 % | 484.704 $ | +15.505 $ | +3,3 % | 469.199 $ | +69.110 $ | +17,3 % | |||
| Barnes Dennig Private Wealth Management LLC | 409.189 $ | -75.162 $ | -15,5 % | 484.351 $ | +45.140 $ | +10,3 % | 439.211 $ | +124.335 $ | +39,5 % | |||
| Asset Dedication, LLC | 375.889 $ | -96.914 $ | -20,5 % | 472.803 $ | -9.801 $ | -2,0 % | 482.604 $ | +92.338 $ | +23,7 % | |||
| NorthCoast Asset Management LLC | 396.731 $ | +34.392 $ | +9,5 % | 362.339 $ | -120.056 $ | -24,9 % | 482.395 $ | -47.405.506 $ | -99,0 % | |||
| 4WEALTH ADVISORS, INC. | 322.649 $ | -159.744 $ | -33,1 % | 482.393 $ | -156.891 $ | -24,5 % | ||||||
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 433.654 $ | -47.788 $ | -9,9 % | 481.442 $ | +38.173 $ | +8,6 % | 443.269 $ | +46.236 $ | +11,6 % | |||
| VICTORY FINANCIAL GROUP, LLC | 481.383 $ | +126.098 $ | +35,5 % | 355.285 $ | ||||||||
| Empirical Asset Management, LLC | 423.838 $ | -57.427 $ | -11,9 % | 481.265 $ | +28.580 $ | +6,3 % | 452.685 $ | +25.671 $ | +6,0 % | |||
| Connecticut Wealth Management, LLC | 480.627 $ | +41.838 $ | +9,5 % | 438.789 $ | +23.467 $ | +5,7 % | 415.322 $ | |||||
| MAYPORT, LLC | 411.303 $ | -68.905 $ | -14,3 % | 480.208 $ | ||||||||
| Private Advisory Group LLC | 245.710 $ | -181.866 $ | -42,5 % | 427.576 $ | -51.327 $ | -10,7 % | 478.903 $ | +66.515 $ | +16,1 % | |||
| Slagle Financial, LLC | 430.247 $ | -48.189 $ | -10,1 % | 478.436 $ | -27.570 $ | -5,4 % | ||||||
| BTG Pactual Asset Management US LLC | 478.301 $ | |||||||||||
| Wealth Architects, LLC | 472.466 $ | -5.802 $ | -1,2 % | 478.268 $ | +156.591 $ | +48,7 % | 321.677 $ | |||||
| Quintet Private Bank (Europe) S.A. | 477.685 $ | +49.434 $ | +11,5 % | |||||||||
| Foundation Wealth Management, LLC | 286.034 $ | -190.968 $ | -40,0 % | 477.002 $ | +49.363 $ | +11,5 % | ||||||
| Aspen Investment Management Inc | 408.000 $ | -69.000 $ | -14,5 % | 477.000 $ | +38.000 $ | +8,7 % | 439.000 $ | |||||
| KMG FIDUCIARY PARTNERS, LLC | 225.865 $ | -181.285 $ | -44,5 % | 407.150 $ | -68.209 $ | -14,3 % | 475.359 $ | +44.427 $ | +10,3 % | 430.932 $ | +39.648 $ | +10,1 % |
| PRENTISS SMITH & CO INC | 407.074 $ | -68.197 $ | -14,3 % | 475.271 $ | +37.684 $ | +8,6 % | 437.587 $ | +45.284 $ | +11,5 % | |||
| Avantax Planning Partners, Inc. | 418.250 $ | -56.844 $ | -12,0 % | 475.094 $ | +58.611 $ | +14,1 % | 416.483 $ | +43.100 $ | +11,5 % | |||
| FOUNDERS FINANCIAL SECURITIES LLC | 347.724 $ | -125.011 $ | -26,4 % | 472.735 $ | +48.946 $ | +11,5 % | 423.789 $ | +21.225 $ | +5,3 % | |||
| PENOBSCOT WEALTH MANAGEMENT | 468.983 $ | +201.225 $ | +75,2 % | 267.758 $ | +51.766 $ | +24,0 % | 215.992 $ | |||||
| EARNED WEALTH ADVISORS, LLC | 458.043 $ | +61.323 $ | +15,5 % | 396.720 $ | -71.306 $ | -15,2 % | 468.026 $ | +168.723 $ | +56,4 % | |||
| Prospera Capital Management, LLC | 466.228 $ | +232.816 $ | +99,7 % | 233.412 $ | -29.393 $ | -11,2 % | 262.805 $ | +20.837 $ | +8,6 % | 241.968 $ | +25.041 $ | +11,5 % |
| QUANTUM FINANCIAL PARTNERS LLC | 464.695 $ | +140.002 $ | +43,1 % | 324.693 $ | ||||||||
| One Charles Private Wealth Services, LLC | 397.862 $ | -66.653 $ | -14,3 % | 464.515 $ | +36.830 $ | +8,6 % | 427.685 $ | +44.260 $ | +11,5 % | |||
| GAMMA Investing LLC | 249.998 $ | +42.421 $ | +20,4 % | 207.577 $ | -256.233 $ | -55,2 % | 463.810 $ | +299.765 $ | +182,7 % | 164.045 $ | +39.972 $ | +32,2 % |
| Privatperson | 463.758 $ | +67.330 $ | +17,0 % | 396.428 $ | -66.412 $ | -14,3 % | 462.840 $ | +36.697 $ | +8,6 % | 426.143 $ | +44.100 $ | +11,5 % |
| LAZARD ASSET MANAGEMENT LLC | 462.831 $ | |||||||||||
| FIDUCIARY FAMILY OFFICE, LLC | 396.352 $ | -66.400 $ | -14,3 % | 462.752 $ | +36.691 $ | +8,6 % | 426.061 $ | +44.091 $ | +11,5 % | |||
| Patten Group, Inc. | 329.903 $ | -131.615 $ | -28,5 % | 461.518 $ | +41.463 $ | +9,9 % | 420.055 $ | -141.366 $ | -25,2 % | |||
| Mach-1 Financial Group, LLC | 461.127 $ | |||||||||||
| NAPLES GLOBAL ADVISORS, LLC | 393.634 $ | -65.945 $ | -14,3 % | 459.579 $ | +16.147 $ | +3,6 % | 443.432 $ | +141.509 $ | +46,9 % | |||
| Christensen, King & Associates Investment Services, Inc. | 393.332 $ | -65.893 $ | -14,3 % | 459.225 $ | +26.021 $ | +6,0 % | 433.204 $ | +33.187 $ | +8,3 % | |||
| Crumly & Associates Inc. | 399.638 $ | +37.417 $ | +10,3 % | 362.221 $ | -60.683 $ | -14,3 % | 422.904 $ | -34.895 $ | -7,6 % | 457.799 $ | +47.376 $ | +11,5 % |
| WOODMONT INVESTMENT COUNSEL LLC | 391.670 $ | -65.616 $ | -14,3 % | 457.286 $ | +36.257 $ | +8,6 % | 421.029 $ | -47.391 $ | -10,1 % | |||
| WELLINGTON-ALTUS USA INC. | 427.312 $ | +61.315 $ | +16,8 % | 365.997 $ | -88.311 $ | -19,4 % | 454.308 $ | |||||
| Advisors Capital Management, LLC | 348.478 $ | -64.904 $ | -15,7 % | 413.382 $ | -40.521 $ | -8,9 % | 453.903 $ | |||||
| Lesa Sroufe & Co | 388.000 $ | -65.000 $ | -14,3 % | 453.000 $ | +36.000 $ | +8,6 % | 417.000 $ | +43.000 $ | +11,5 % | |||
| Sincerus Advisory, LLC | 400.887 $ | +13.294 $ | +3,4 % | 387.593 $ | -64.932 $ | -14,3 % | 452.525 $ | +31.740 $ | +7,5 % | 420.785 $ | +43.545 $ | +11,5 % |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 233.628 $ | -8.459 $ | -3,5 % | 242.087 $ | -210.192 $ | -46,5 % | 452.279 $ | +183.467 $ | +68,3 % | |||
| Nolet Wealth Management, LLC | 405.730 $ | +19.345 $ | +5,0 % | 386.385 $ | -64.730 $ | -14,3 % | 451.115 $ | +35.767 $ | +8,6 % | 415.348 $ | ||
| HHM Wealth Advisors, LLC | 381.024 $ | -69.210 $ | -15,4 % | 450.234 $ | +28.555 $ | +6,8 % | 421.679 $ | +45.894 $ | +12,2 % | |||
| Precision Wealth Strategies, LLC | 449.872 $ | |||||||||||
| Bragg Financial Advisors, Inc | 382.987 $ | -64.866 $ | -14,5 % | 447.853 $ | +90.542 $ | +25,3 % | 357.311 $ | +61.792 $ | +20,9 % | |||
| Quotient Wealth Partners, LLC | 379.817 $ | -46.879 $ | -11,0 % | 426.696 $ | -21.120 $ | -4,7 % | 447.816 $ | +68.901 $ | +18,2 % | |||
| DBK Financial Counsel, LLC | 376.520 $ | +12.486 $ | +3,4 % | 364.034 $ | -60.985 $ | -14,3 % | 425.019 $ | -22.796 $ | -5,1 % | 447.815 $ | +4.937 $ | +1,1 % |
| TruNorth Capital Management, LLC | 447.669 $ | +73.743 $ | +19,7 % | 373.926 $ | +10.795 $ | +3,0 % | 363.131 $ | |||||
| Tempus Wealth Planning, LLC | 447.516 $ | +124.635 $ | +38,6 % | 322.881 $ | -2.253 $ | -0,7 % | 325.134 $ | -27.712 $ | -7,9 % | 352.846 $ | -77.006 $ | -17,9 % |
| NORDEN GROUP LLC | 396.202 $ | +13.139 $ | +3,4 % | 383.063 $ | -64.173 $ | -14,3 % | 447.236 $ | +43.415 $ | +10,8 % | 403.821 $ | +20.614 $ | +5,4 % |
| Helium Advisors LLC | 425.121 $ | -19.470 $ | -4,4 % | 444.591 $ | +35.088 $ | +8,6 % | 409.503 $ | -313.831 $ | -43,4 % | |||
| Semus Wealth Partners LLC | 279.236 $ | -41.931 $ | -13,1 % | 321.167 $ | -121.697 $ | -27,5 % | 442.864 $ | +38.263 $ | +9,5 % | |||
| Foster Group, Inc. | 390.969 $ | +12.966 $ | +3,4 % | 378.003 $ | -63.326 $ | -14,3 % | 441.329 $ | +25.252 $ | +6,1 % | 416.077 $ | +51.790 $ | +14,2 % |
| HRT FINANCIAL LP | 441.000 $ | |||||||||||
| CULLEN/FROST BANKERS, INC. | 377.719 $ | -63.212 $ | -14,3 % | 440.931 $ | +20.782 $ | +4,9 % | 420.149 $ | +70.058 $ | +20,0 % | |||
| Alliance Private Wealth, LLC | 367.695 $ | +12.194 $ | +3,4 % | 355.501 $ | -59.556 $ | -14,3 % | 415.057 $ | -22.928 $ | -5,2 % | 437.985 $ | ||
| Stone Summit Wealth LLC | 387.376 $ | +12.846 $ | +3,4 % | 374.530 $ | -62.744 $ | -14,3 % | 437.274 $ | +32.966 $ | +8,2 % | 404.308 $ | +24.230 $ | +6,4 % |
| Mechanics Financial Corp | 374.077 $ | -62.668 $ | -14,3 % | 436.745 $ | +14.336 $ | +3,4 % | 422.409 $ | +63.216 $ | +17,6 % | |||
| BLALOCK WILLIAMS, LLC | 213.769 $ | -9.364 $ | -4,2 % | 223.133 $ | -213.562 $ | -48,9 % | 436.695 $ | +102.899 $ | +30,8 % | |||
| Parallax Volatility Advisers, L.P. | 224.808 $ | -209.452 $ | -48,2 % | 434.260 $ | +44.940 $ | +11,5 % | ||||||
| DAGCO, INC. | 384.643 $ | +12.756 $ | +3,4 % | 371.887 $ | -62.301 $ | -14,3 % | 434.188 $ | +34.426 $ | +8,6 % | 399.762 $ | +41.370 $ | +11,5 % |
| Tempo Wealth, LLC | 383.315 $ | +12.712 $ | +3,4 % | 370.603 $ | -62.086 $ | -14,3 % | 432.689 $ | +34.307 $ | +8,6 % | 398.382 $ | ||
| Manchester Capital Management LLC | 261.341 $ | -31.791 $ | -10,8 % | 293.132 $ | -139.099 $ | -32,2 % | 432.231 $ | -89.894 $ | -17,2 % | |||
| BlueChip Wealth Advisors LLC | 368.640 $ | -61.757 $ | -14,3 % | 430.397 $ | +30.635 $ | +7,7 % | 399.762 $ | +15.755 $ | +4,1 % | |||
| CFS Investment Advisory Services, LLC | 420.298 $ | +30.888 $ | +7,9 % | 389.410 $ | -34.134 $ | -8,1 % | 423.544 $ | -3.410 $ | -0,8 % | 426.954 $ | +45.352 $ | +11,9 % |
| CacheTech Inc. | 424.648 $ | +167.378 $ | +65,1 % | 257.270 $ | ||||||||
| PINKERTON WEALTH, LLC | 423.256 $ | +33.559 $ | +8,6 % | 389.697 $ | +0 $ | +0,0 % | 389.697 $ | +29.340 $ | +8,1 % | |||
| Vision Retirement, LLC | 340.477 $ | -40.283 $ | -10,6 % | 380.760 $ | -42.054 $ | -9,9 % | 422.814 $ | |||||
| COLTON GROOME FINANCIAL ADVISORS, LLC | 421.584 $ | +204.147 $ | +93,9 % | |||||||||
| LAVELLE CAPITAL LP | 358.748 $ | -60.100 $ | -14,3 % | 418.848 $ | +33.209 $ | +8,6 % | 385.639 $ | |||||
| SEI INVESTMENTS CO | 417.510 $ | +71.120 $ | +20,5 % | 346.390 $ | +33.720 $ | +10,8 % | 312.670 $ | |||||
| Chokshi & Queen Wealth Advisors, Inc | 357.087 $ | -59.821 $ | -14,3 % | 416.908 $ | +91.117 $ | +28,0 % | ||||||
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 364.260 $ | -52.384 $ | -12,6 % | 416.644 $ | ||||||||
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 346.591 $ | -68.642 $ | -16,5 % | 415.233 $ | ||||||||
| Warren Street Wealth Advisors, LLC | 354.519 $ | -59.392 $ | -14,3 % | 413.911 $ | +30.220 $ | +7,9 % | 383.691 $ | +39.707 $ | +11,5 % | |||
| Unique Wealth Strategies, LLC | 352.481 $ | +0 $ | +0,0 % | 352.481 $ | -61.254 $ | -14,8 % | 413.735 $ | +156.183 $ | +60,6 % | 257.552 $ | +24.834 $ | +10,7 % |
| WealthPlan Investment Management, LLC | 270.974 $ | -18.877 $ | -6,5 % | 289.851 $ | -122.877 $ | -29,8 % | 412.728 $ | +35.304 $ | +9,4 % | 377.424 $ | +18.309 $ | +5,1 % |
| MKD WEALTH COACHES, LLC | 213.916 $ | -137.508 $ | -39,1 % | 351.424 $ | -58.873 $ | -14,3 % | 410.297 $ | +32.532 $ | +8,6 % | 377.765 $ | +43.387 $ | +13,0 % |
| CAP Partners, LLC | 250.715 $ | -11.511 $ | -4,4 % | 262.226 $ | -29.696 $ | -10,2 % | 291.922 $ | -118.332 $ | -28,8 % | 410.254 $ | +59.365 $ | +16,9 % |
| Hillcrest Wealth Advisors - NY, LLC | 351.122 $ | -58.822 $ | -14,3 % | 409.944 $ | +32.503 $ | +8,6 % | 377.441 $ | +39.060 $ | +11,5 % | |||
| PLANNING ALTERNATIVES LTD /ADV | 350.291 $ | -58.684 $ | -14,3 % | 408.975 $ | +32.427 $ | +8,6 % | 376.548 $ | |||||
| BCS Private Wealth Management, Inc. | 350.064 $ | -58.646 $ | -14,3 % | 408.710 $ | +32.406 $ | +8,6 % | 376.304 $ | |||||
| Beacon Capital Management, LLC | 407.652 $ | +203.185 $ | +99,4 % | 204.467 $ | ||||||||
| Benin Management CORP | 347.950 $ | -58.291 $ | -14,3 % | 406.241 $ | ||||||||
| Heritage Wealth Advisors | 333.610 $ | -71.324 $ | -17,6 % | 404.934 $ | +122.057 $ | +43,1 % | 282.877 $ | |||||
| FLAGSHIP HARBOR ADVISORS, LLC | 404.781 $ | +37.025 $ | +10,1 % | 367.756 $ | +15.404 $ | +4,4 % | ||||||
| Union Bancaire Privee, UBP SA | 217.827 $ | -186.953 $ | -46,2 % | 404.780 $ | ||||||||
| Andina Capital Management, LLC | 403.578 $ | +38.345 $ | +10,5 % | |||||||||
| Bridgewater Advisors Inc. | 329.369 $ | -51.876 $ | -13,6 % | 381.245 $ | -21.763 $ | -5,4 % | 403.008 $ | +67.667 $ | +20,2 % | |||
| THEORY FINANCIAL LLC | 402.992 $ | +58.389 $ | +16,9 % | |||||||||
| First Eagle Investment Management, LLC | 402.922 $ | +150.079 $ | +59,4 % | 252.843 $ | -489 $ | -0,2 % | 253.332 $ | +26.217 $ | +11,5 % | |||
| Fulcrum Equity Management | 356.136 $ | +11.810 $ | +3,4 % | 344.326 $ | -57.684 $ | -14,3 % | 402.010 $ | +39.505 $ | +10,9 % | 362.505 $ | ||
| Transamerica Financial Advisors, LLC | 209.705 $ | +35.396 $ | +20,3 % | 174.309 $ | -225.956 $ | -56,5 % | 400.265 $ | +222.765 $ | +125,5 % | |||
| Cottage Street Advisors LLC | 400.211 $ | +83.900 $ | +26,5 % | 316.311 $ | -1.593 $ | -0,5 % | 317.904 $ | +71.878 $ | +29,2 % | 246.026 $ | -12.016 $ | -4,7 % |
| CHAPIN DAVIS, INC. | 353.403 $ | +11.720 $ | +3,4 % | 341.683 $ | -57.241 $ | -14,3 % | 398.924 $ | +31.630 $ | +8,6 % | 367.294 $ | +38.010 $ | +11,5 % |
| Joel Isaacson & Co., LLC | 350.140 $ | -47.902 $ | -12,0 % | 398.042 $ | +31.559 $ | +8,6 % | 366.483 $ | +37.272 $ | +11,3 % | |||
| SSA SWISS ADVISORS AG | 257.791 $ | -138.878 $ | -35,0 % | 396.669 $ | +6.178 $ | +1,6 % | ||||||
| GENESIS PRIVATE WEALTH, LLC | 367.583 $ | -23.230 $ | -5,9 % | 390.813 $ | -3.024 $ | -0,8 % | 393.837 $ | +34.499 $ | +9,6 % | |||
| 55 North Private Wealth, LLC | 393.312 $ | +101.088 $ | +34,6 % | 292.224 $ | ||||||||
| Gen-Wealth Partners Inc | 262.478 $ | -35.921 $ | -12,0 % | 298.399 $ | -94.749 $ | -24,1 % | 393.148 $ | +101.175 $ | +34,7 % | |||
| Rinkey Investments | 392.457 $ | -35.067 $ | -8,2 % | |||||||||
| Fortis Capital Management LLC | 323.787 $ | -54.244 $ | -14,3 % | 378.031 $ | -13.858 $ | -3,5 % | 391.889 $ | +26.947 $ | +7,4 % | |||
| Bay Rivers Group | 347.167 $ | -43.992 $ | -11,2 % | 391.159 $ | +143.064 $ | +57,7 % | 248.095 $ | |||||
| Ethos Financial Group, LLC | 372.189 $ | -18.969 $ | -4,8 % | 391.158 $ | +0 $ | +0,0 % | 391.158 $ | +40.479 $ | +11,5 % | |||
| Winthrop Advisory Group LLC | 202.442 $ | -127.365 $ | -38,6 % | 329.807 $ | -61.189 $ | -15,6 % | 390.996 $ | |||||
| Vantus Wealth LLC | 390.671 $ | |||||||||||
| International Private Wealth Advisors LLC | 389.783 $ | +22.156 $ | +6,0 % | 367.627 $ | +23.791 $ | +6,9 % | 343.836 $ | +78.589 $ | +29,6 % | |||
| FRANKLIN STREET ADVISORS INC /NC | 306.152 $ | +10.153 $ | +3,4 % | 295.999 $ | -93.668 $ | -24,0 % | 389.667 $ | +30.896 $ | +8,6 % | 358.771 $ | +146.283 $ | +68,8 % |
| ROCKLAND TRUST CO | 347.624 $ | +580 $ | +0,2 % | 347.044 $ | -41.389 $ | -10,7 % | 388.433 $ | +65.864 $ | +20,4 % | 322.569 $ | +91.597 $ | +39,7 % |
| Concorde Asset Management, LLC | 306.532 $ | -80.730 $ | -20,8 % | 387.262 $ | +104.355 $ | +36,9 % | ||||||
| Alteri Wealth LLC | 330.356 $ | -55.344 $ | -14,3 % | 385.700 $ | +30.581 $ | +8,6 % | 355.119 $ | +36.750 $ | +11,5 % | |||
| Janus Henderson Group Ltd. | 385.171 $ | +148.560 $ | +62,8 % | 236.611 $ | -313.749 $ | -57,0 % | ||||||
| Sterling Investment Advisors, Ltd. | 328.620 $ | -55.052 $ | -14,3 % | 383.672 $ | +30.420 $ | +8,6 % | 353.252 $ | |||||
| North Star Investment Management Corp. | 383.666 $ | +6.253 $ | +1,7 % | 377.413 $ | +94.860 $ | +33,6 % | 282.553 $ | +87.457 $ | +44,8 % | |||
| Gould Capital, LLC | 328.469 $ | -55.027 $ | -14,3 % | 383.496 $ | +12.630 $ | +3,4 % | 370.866 $ | +38.380 $ | +11,5 % | |||
| LBMC INVESTMENT ADVISORS, LLC | 383.440 $ | +41.555 $ | +12,2 % | 341.885 $ | +27.107 $ | +8,6 % | 314.778 $ | +32.576 $ | +11,5 % | |||
| Schear Investment Advisers, LLC | 383.315 $ | |||||||||||
| Secure Asset Management, LLC | 228.946 $ | -149.701 $ | -39,5 % | 378.647 $ | -4.638 $ | -1,2 % | 383.285 $ | +42.717 $ | +12,5 % | |||
| Code Waechter LLC | 327.638 $ | -54.888 $ | -14,3 % | 382.526 $ | +30.329 $ | +8,6 % | 352.197 $ | +6.992 $ | +2,0 % | |||
| Daiichi Life International Holdings LLC | 381.326 $ | +26.746 $ | +7,5 % | 354.580 $ | ||||||||
| LANDAAS & CO /WI /ADV | 325.750 $ | -54.572 $ | -14,3 % | 380.322 $ | ||||||||
| Atlas Brown,Inc. | 348.879 $ | +18.064 $ | +5,5 % | 330.815 $ | -49.250 $ | -13,0 % | 380.065 $ | +17.878 $ | +4,9 % | 362.187 $ | ||
| Financial Security Advisor, Inc. | 339.493 $ | -39.595 $ | -10,4 % | 379.088 $ | +30.057 $ | +8,6 % | 349.031 $ | |||||
| LIBERTY SQUARE WEALTH PARTNERS LLC | 323.938 $ | -54.268 $ | -14,3 % | 378.206 $ | +29.987 $ | +8,6 % | 348.219 $ | +25.411 $ | +7,9 % | |||
| True Freedom Investing, LLC | 377.237 $ | +0 $ | +0,0 % | 377.237 $ | +29.911 $ | +8,6 % | 347.326 $ | |||||
| Johnson Financial Group, LLC | 375.738 $ | |||||||||||
| Financial Perspectives, Inc | 318.426 $ | -57.047 $ | -15,2 % | 375.473 $ | +132.694 $ | +54,7 % | 242.779 $ | +42.443 $ | +21,2 % | |||
| TRED AVON FAMILY WEALTH, LLC | 373.798 $ | +29.637 $ | +8,6 % | 344.161 $ | +31.250 $ | +10,0 % | ||||||
| Hurlow Wealth Management Group, Inc. | 319.936 $ | -53.598 $ | -14,3 % | 373.534 $ | +29.617 $ | +8,6 % | 343.917 $ | |||||
| Talon Private Wealth, LLC | 330.211 $ | -39.980 $ | -10,8 % | 370.191 $ | ||||||||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 289.203 $ | -80.805 $ | -21,8 % | 370.008 $ | +57.422 $ | +18,4 % | 312.586 $ | +107.302 $ | +52,3 % | |||
| J. L. Bainbridge & Co., Inc. | 330.363 $ | +10.956 $ | +3,4 % | 319.407 $ | -50.424 $ | -13,6 % | 369.831 $ | +79.567 $ | +27,4 % | 290.264 $ | +44.592 $ | +18,2 % |
| Meridian Wealth Partners, LLC | 226.002 $ | -37.861 $ | -14,3 % | 263.863 $ | -105.786 $ | -28,6 % | 369.649 $ | +41.165 $ | +12,5 % | |||
| 44 WEALTH MANAGEMENT LLC | 316.553 $ | -53.031 $ | -14,3 % | 369.584 $ | ||||||||
| VALICENTI ADVISORY SERVICES INC | 316.000 $ | -53.000 $ | -14,4 % | 369.000 $ | +3.000 $ | +0,8 % | 366.000 $ | +38.000 $ | +11,6 % | |||
| Cornerstone Wealth Management, LLC | 353.881 $ | -15.026 $ | -4,1 % | 368.907 $ | +39.966 $ | +12,1 % | 328.941 $ | +27.563 $ | +9,1 % | |||
| 3EDGE Asset Management, LP | 299.397 $ | -57.298 $ | -16,1 % | 356.695 $ | -11.979 $ | -3,2 % | 368.674 $ | +35.387 $ | +10,6 % | |||
| Wealth Dimensions Group, Ltd. | 315.564 $ | -51.984 $ | -14,1 % | 367.548 $ | +30.684 $ | +9,1 % | 336.864 $ | +51.969 $ | +18,2 % | |||
| Security National Bank | 279.991 $ | -85.432 $ | -23,4 % | 365.423 $ | +354.384 $ | +3.210,3 % | 11.039 $ | |||||
| Westview Management dba Westview Investment Advisors | 365.265 $ | |||||||||||
| Hutchens & Kramer Investment Management Group, LLC | 211.182 $ | +6.852 $ | +3,4 % | 204.330 $ | -38.903 $ | -16,0 % | 243.233 $ | -121.545 $ | -33,3 % | 364.778 $ | +6.167 $ | +1,7 % |
| Ulrich Consultants & Investment Group, LLC | 364.337 $ | |||||||||||
| New Hampshire Trust | 321.382 $ | +10.658 $ | +3,4 % | 310.724 $ | -52.054 $ | -14,3 % | 362.778 $ | +28.763 $ | +8,6 % | 334.015 $ | +34.566 $ | +11,5 % |
| UNIVEST FINANCIAL Corp | 309.515 $ | -52.117 $ | -14,4 % | 361.632 $ | +28.916 $ | +8,7 % | 332.716 $ | +70.526 $ | +26,9 % | |||
| ATLAS CAPITAL ADVISORS INC. | 309.364 $ | -51.827 $ | -14,3 % | 361.191 $ | +9.725 $ | +2,8 % | 351.466 $ | |||||
| PARSONS CAPITAL MANAGEMENT INC/RI | 334.434 $ | -26.053 $ | -7,2 % | 360.487 $ | +30.530 $ | +9,3 % | 329.957 $ | +31.308 $ | +10,5 % | |||
| Cape Investment Advisory, Inc. | 240.314 $ | +32.737 $ | +15,8 % | 207.577 $ | -8.856 $ | -4,1 % | 216.433 $ | -144.043 $ | -40,0 % | 360.476 $ | +166.471 $ | +85,8 % |
| Atlanta Consulting Group Advisors, LLC | 308.383 $ | -51.662 $ | -14,3 % | 360.045 $ | +77.249 $ | +27,3 % | 282.796 $ | +29.265 $ | +11,5 % | |||
| NDVR, Inc. | 357.797 $ | +37.027 $ | +11,5 % | |||||||||
| SAXON INTERESTS, INC. | 306.269 $ | -51.308 $ | -14,3 % | 357.577 $ | +28.351 $ | +8,6 % | 329.226 $ | +65.180 $ | +24,7 % | |||
| Aprio Wealth Management, LLC | 262.322 $ | -56.288 $ | -17,7 % | 318.610 $ | -35.778 $ | -10,1 % | 354.388 $ | +134.332 $ | +61,0 % | |||
| Avalon Trust Co | 302.040 $ | -50.600 $ | -14,3 % | 352.640 $ | +48.252 $ | +15,9 % | 304.388 $ | +31.500 $ | +11,5 % | |||
| Smith & Howard Wealth Management, LLC | 291.695 $ | -48.867 $ | -14,3 % | 340.562 $ | -11.878 $ | -3,4 % | 352.440 $ | +6.928 $ | +2,0 % | |||
| WEALTH EFFECTS LLC | 352.405 $ | |||||||||||
| Smithfield Trust Co | 260.000 $ | -92.000 $ | -26,1 % | 352.000 $ | +72.000 $ | +25,7 % | 280.000 $ | +42.000 $ | +17,6 % | |||
| Krilogy Financial LLC | 351.355 $ | +73.478 $ | +26,4 % | 277.877 $ | -53.731 $ | -16,2 % | 331.608 $ | -18.179 $ | -5,2 % | 349.787 $ | +69.025 $ | +24,6 % |
| Fiduciary Group, LLC | 300.907 $ | -50.411 $ | -14,3 % | 351.318 $ | +31.914 $ | +10,0 % | 319.404 $ | +33.054 $ | +11,5 % | |||
| ZACKS INVESTMENT MANAGEMENT | 350.877 $ | +39.752 $ | +12,8 % | 311.125 $ | +67.637 $ | +27,8 % | ||||||
| Briggs Wealth Management, Inc | 349.554 $ | +5.069 $ | +1,5 % | 344.485 $ | ||||||||
| WEST BANCORPORATION INC | 299.095 $ | -50.107 $ | -14,3 % | 349.202 $ | +27.688 $ | +8,6 % | 321.514 $ | +33.272 $ | +11,5 % | |||
| Cornerstone Planning, LLC | 348.932 $ | +18.508 $ | +5,6 % | 330.424 $ | +26.199 $ | +8,6 % | 304.225 $ | |||||
| E&G Advisors, LLC | 308.651 $ | +10.235 $ | +3,4 % | 298.416 $ | -49.992 $ | -14,3 % | 348.408 $ | +27.381 $ | +8,5 % | 321.027 $ | -75.933 $ | -19,1 % |
| Kingdom Financial Group LLC. | 101.223 $ | -184.058 $ | -64,5 % | 285.281 $ | -61.895 $ | -17,8 % | 347.176 $ | |||||
| Golden Reserve Retirement LLC | 346.920 $ | |||||||||||
| Madison Wealth Partners, Inc | 315.103 $ | -30.484 $ | -8,8 % | 345.587 $ | +37.547 $ | +12,2 % | 308.040 $ | +23.437 $ | +8,2 % | |||
| Geneva Partners, LLC | 264.703 $ | -44.345 $ | -14,3 % | 309.048 $ | -34.890 $ | -10,1 % | 343.938 $ | |||||
| Elwood & Goetz Wealth Advisory Group, LLC | 297.660 $ | -46.076 $ | -13,4 % | 343.736 $ | ||||||||
| BCM ADVISORS, LLC | 238.829 $ | -27.382 $ | -10,3 % | 266.211 $ | -77.060 $ | -22,4 % | 343.271 $ | +70.272 $ | +25,7 % | |||
| LFA - Lugano Financial Advisors SA | 293.960 $ | -49.247 $ | -14,3 % | 343.207 $ | +27.212 $ | +8,6 % | 315.995 $ | +47.910 $ | +17,9 % | |||
| SALEM INVESTMENT COUNSELORS INC | 343.172 $ | +26.483 $ | +8,4 % | 316.689 $ | +76.981 $ | +32,1 % | 239.708 $ | +67.170 $ | +38,9 % | |||
| Prosperity Consulting Group, LLC | 263.681 $ | -52.196 $ | -16,5 % | 315.877 $ | -26.985 $ | -7,9 % | 342.862 $ | +82.127 $ | +31,5 % | |||
| Mid-American Wealth Advisory Group, Inc. | 327.239 $ | +20.517 $ | +6,7 % | 306.722 $ | -35.410 $ | -10,3 % | 342.132 $ | +0 $ | +0,0 % | 342.132 $ | +29.367 $ | +9,4 % |
| BAM Wealth Management, LLC | 227.427 $ | +9.958 $ | +4,6 % | 217.469 $ | -45.424 $ | -17,3 % | 262.893 $ | -78.751 $ | -23,1 % | 341.644 $ | +12.359 $ | +3,8 % |
| Main Street Group, LTD | 300.983 $ | -40.637 $ | -11,9 % | 341.620 $ | +31.226 $ | +10,1 % | 310.394 $ | +32.122 $ | +11,5 % | |||
| Cyr Financial Inc. | 291.393 $ | -48.816 $ | -14,3 % | 340.209 $ | ||||||||
| W1M Asset Management Ltd | 294.554 $ | -45.406 $ | -13,4 % | 339.960 $ | +26.943 $ | +8,6 % | 313.017 $ | |||||
| DOPKINS WEALTH MANAGEMENT, LLC | 216.412 $ | -36.255 $ | -14,3 % | 252.667 $ | -87.111 $ | -25,6 % | 339.778 $ | +13.332 $ | +4,1 % | |||
| Francis Financial, Inc. | 339.342 $ | |||||||||||
| PIN OAK INVESTMENT ADVISORS INC | 275.000 $ | -46.000 $ | -14,3 % | 321.000 $ | -18.000 $ | -5,3 % | 339.000 $ | +1.638 $ | +0,5 % | |||
| Focused Wealth Management, Inc | 292.450 $ | -46.525 $ | -13,7 % | 338.975 $ | +9.181 $ | +2,8 % | 329.794 $ | +43.735 $ | +15,3 % | |||
| Harrington Investments, INC | 297.249 $ | +9.858 $ | +3,4 % | 287.391 $ | -51.408 $ | -15,2 % | 338.799 $ | +26.863 $ | +8,6 % | 311.936 $ | +32.281 $ | +11,5 % |
| M. Kulyk & Associates, LLC | 289.656 $ | -48.526 $ | -14,3 % | 338.182 $ | +26.814 $ | +8,6 % | 311.368 $ | +32.222 $ | +11,5 % | |||
| BURKE & HERBERT BANK & TRUST CO | 272.063 $ | -65.942 $ | -19,5 % | 338.005 $ | +26.799 $ | +8,6 % | 311.206 $ | +32.206 $ | +11,5 % | |||
| FORTRESS FINANCIAL GROUP, LLC | 273.350 $ | +9.065 $ | +3,4 % | 264.285 $ | -73.368 $ | -21,7 % | 337.653 $ | |||||
| Allen Capital Group, LLC | 289.128 $ | -48.437 $ | -14,3 % | 337.565 $ | +26.765 $ | +8,6 % | 310.800 $ | +30.563 $ | +10,9 % | |||
| Compass Financial Group, INC/SD | 202.688 $ | -84.552 $ | -29,4 % | 287.240 $ | -48.738 $ | -14,5 % | 335.978 $ | +72.013 $ | +27,3 % | 263.965 $ | +30.664 $ | +13,1 % |
| Revolve Wealth Partners, LLC | 287.693 $ | -48.197 $ | -14,3 % | 335.890 $ | +26.632 $ | +8,6 % | 309.258 $ | +32.004 $ | +11,5 % | |||
| First Financial Group Corp | 287.165 $ | -48.107 $ | -14,3 % | 335.272 $ | ||||||||
| Jupiter Topco LLC | 335.113 $ | |||||||||||
| VestGen Investment Management | 334.745 $ | +6.334 $ | +1,9 % | |||||||||
| Bluespring Wealth Management, LLC | 334.736 $ | |||||||||||
| Bedel Financial Consulting, Inc. | 287.014 $ | -47.024 $ | -14,1 % | 334.038 $ | +26.485 $ | +8,6 % | 307.553 $ | +32.046 $ | +11,6 % | |||
| XY Planning Network, Inc. | 333.956 $ | +51.549 $ | +18,3 % | 282.407 $ | -10.488 $ | -3,6 % | 292.895 $ | +439 $ | +0,2 % | 292.456 $ | ||
| Graney & King, LLC | 285.655 $ | -47.855 $ | -14,3 % | 333.510 $ | +26.444 $ | +8,6 % | 307.066 $ | +31.775 $ | +11,5 % | |||
| Genus Capital Management Inc. | 285.428 $ | -47.817 $ | -14,3 % | 333.245 $ | +26.422 $ | +8,6 % | 306.823 $ | +31.752 $ | +11,5 % | |||
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 332.893 $ | +30.778 $ | +10,2 % | 302.115 $ | -211.460 $ | -41,2 % | ||||||
| Hyposwiss Advisors SA | 242.387 $ | -40.607 $ | -14,3 % | 282.994 $ | -48.991 $ | -14,8 % | 331.985 $ | |||||
| INSIGHT 2811, INC. | 283.540 $ | -47.501 $ | -14,3 % | 331.041 $ | +26.248 $ | +8,6 % | 304.793 $ | +24.992 $ | +8,9 % | |||
| Alta Wealth Advisors LLC | 294.716 $ | -35.356 $ | -10,7 % | 330.072 $ | +88.596 $ | +36,7 % | 241.476 $ | |||||
| Integrity Advisory Solutions, LLC | 328.997 $ | +51.469 $ | +18,5 % | 277.528 $ | +43.677 $ | +18,7 % | 233.851 $ | |||||
| HOWARD BAILEY SECURITIES, LLC | 213.466 $ | -114.763 $ | -35,0 % | 328.229 $ | -50.496 $ | -13,3 % | ||||||
| D.B. Root & Company, LLC | 237.630 $ | -89.179 $ | -27,3 % | 326.809 $ | +25.912 $ | +8,6 % | 300.897 $ | +31.139 $ | +11,5 % | |||
| Octavia Wealth Advisors, LLC | 313.144 $ | -13.646 $ | -4,2 % | 326.790 $ | +14.170 $ | +4,5 % | ||||||
| Clark Capital Management Group, Inc. | 326.430 $ | +43.436 $ | +15,3 % | 282.994 $ | +45.572 $ | +19,2 % | 237.422 $ | |||||
| Coastwise Capital Group, LLC | 279.387 $ | -46.805 $ | -14,3 % | 326.192 $ | +25.863 $ | +8,6 % | 300.329 $ | |||||
| Tradewinds, LLC. | 325.861 $ | |||||||||||
| CHAPMAN FINANCIAL GROUP, LLC | 324.609 $ | +191.785 $ | +144,4 % | 132.824 $ | +130.064 $ | +4.712,5 % | 2.760 $ | +285 $ | +11,5 % | |||
| Welch Group, LLC | 277.802 $ | -46.186 $ | -14,3 % | 323.988 $ | +26.824 $ | +9,0 % | 297.164 $ | |||||
| KG Capital Management | 241.720 $ | +7.488 $ | +3,2 % | 234.232 $ | -56.960 $ | -19,6 % | 291.192 $ | -31.215 $ | -9,7 % | 322.407 $ | +33.365 $ | +11,5 % |
| Balboa Wealth Partners | 310.994 $ | -10.614 $ | -3,3 % | 321.608 $ | +26.717 $ | +9,1 % | 294.891 $ | |||||
| Mystic Asset Management, Inc. | 285.143 $ | +9.456 $ | +3,4 % | 275.687 $ | -45.744 $ | -14,2 % | 321.431 $ | +25.485 $ | +8,6 % | 295.946 $ | +31.718 $ | +12,0 % |
| Montecito Bank & Trust | 283.503 $ | +9.401 $ | +3,4 % | 274.102 $ | -45.918 $ | -14,3 % | 320.020 $ | +25.372 $ | +8,6 % | 294.648 $ | +16.667 $ | +6,0 % |
| Stirlingshire Investments, Inc. | 216.962 $ | -103.010 $ | -32,2 % | 319.972 $ | ||||||||
| Argyle Capital Partners, LLC | 273.875 $ | -45.881 $ | -14,3 % | 319.756 $ | +25.352 $ | +8,6 % | 294.404 $ | +30.467 $ | +11,5 % | |||
| Columbia Bank | 319.407 $ | +48.051 $ | +17,7 % | 271.356 $ | ||||||||
| Graetz Wealth LLC | 253.049 $ | -66.178 $ | -20,7 % | 319.227 $ | +25.310 $ | +8,6 % | 293.917 $ | |||||
| Telos Capital Management, Inc. | 271.988 $ | -45.565 $ | -14,3 % | 317.553 $ | +17.224 $ | +5,7 % | 300.329 $ | +29.479 $ | +10,9 % | |||
| Hardman Johnston Global Advisors LLC | 271.836 $ | -45.540 $ | -14,3 % | 317.376 $ | +25.164 $ | +8,6 % | 292.212 $ | +30.240 $ | +11,5 % | |||
| HOLLENCREST CAPITAL MANAGEMENT | 200.102 $ | -116.928 $ | -36,9 % | 317.030 $ | +4.857 $ | +1,6 % | 312.173 $ | +37.109 $ | +13,5 % | |||
| A. D. Beadell Investment Counsel, Inc. | 281.000 $ | +10.000 $ | +3,7 % | 271.000 $ | -46.000 $ | -14,5 % | 317.000 $ | +25.000 $ | +8,6 % | 292.000 $ | +31.000 $ | +11,9 % |
| HCR Wealth Advisors | 245.702 $ | +8.148 $ | +3,4 % | 237.554 $ | -79.293 $ | -25,0 % | 316.847 $ | +25.123 $ | +8,6 % | 291.724 $ | +30.620 $ | +11,7 % |
| Alchemi Wealth, LLC | 273.800 $ | -42.783 $ | -13,5 % | 316.583 $ | +40.199 $ | +14,5 % | 276.384 $ | |||||
| TFB Advisors LLC | 316.563 $ | -7.730 $ | -2,4 % | |||||||||
| Inspire Advisors, LLC | 316.009 $ | +5.421 $ | +1,7 % | 310.588 $ | ||||||||
| Diversified Enterprises, LLC | 283.815 $ | +13.942 $ | +5,2 % | 269.873 $ | -45.211 $ | -14,3 % | 315.084 $ | +14.024 $ | +4,7 % | 301.060 $ | +31.156 $ | +11,5 % |
| CENTAURUS FINANCIAL, INC. | 276.000 $ | -39.000 $ | -12,4 % | 315.000 $ | +142.000 $ | +82,1 % | 173.000 $ | +28.000 $ | +19,3 % | |||
| Orion Capital Management LLC | 314.900 $ | +57.720 $ | +22,4 % | 257.180 $ | +66.759 $ | +35,1 % | 190.421 $ | +103.024 $ | +117,9 % | |||
| CALDWELL SUTTER CAPITAL, INC. | 258.320 $ | -55.970 $ | -17,8 % | 314.290 $ | +24.919 $ | +8,6 % | 289.371 $ | +29.946 $ | +11,5 % | |||
| Legacy Bridge, LLC | 314.047 $ | +123.709 $ | +65,0 % | 190.338 $ | +21.585 $ | +12,8 % | 168.753 $ | +17.464 $ | +11,5 % | |||
| Centric Wealth Management | 302.833 $ | +0 $ | +0,0 % | 302.833 $ | -10.405 $ | -3,3 % | 313.238 $ | +43.568 $ | +16,2 % | |||
| LifeGoal Investments, LLC | 294.749 $ | +9.774 $ | +3,4 % | 284.975 $ | -28.188 $ | -9,0 % | 313.163 $ | +80.854 $ | +34,8 % | 232.309 $ | ||
| LFG Wealth Partners, LLC | 267.467 $ | -44.723 $ | -14,3 % | 312.190 $ | +24.802 $ | +8,6 % | 287.388 $ | |||||
| Integrity Wealth Solutions LLC | 260.736 $ | -50.998 $ | -16,4 % | 311.734 $ | +27.152 $ | +9,5 % | 284.582 $ | +29.450 $ | +11,5 % | |||
| Gilliland Jeter Wealth Management LLC | 211.050 $ | -100.562 $ | -32,3 % | 311.612 $ | +92.793 $ | +42,4 % | ||||||
| MAIRS & POWER INC | 266.173 $ | -44.591 $ | -14,3 % | 310.764 $ | +24.640 $ | +8,6 % | 286.124 $ | +29.610 $ | +11,5 % | |||
| LYELL WEALTH MANAGEMENT, LP | 265.569 $ | -44.490 $ | -14,3 % | 310.059 $ | +24.584 $ | +8,6 % | 285.475 $ | +29.543 $ | +11,5 % | |||
| Blue Capital, Inc. | 309.442 $ | +10.899 $ | +3,7 % | 298.543 $ | ||||||||
| COMMONS CAPITAL, LLC | 309.014 $ | |||||||||||
| WealthPLAN Partners, LLC | 220.414 $ | -52.089 $ | -19,1 % | 272.503 $ | -35.618 $ | -11,6 % | 308.121 $ | +55.609 $ | +22,0 % | |||
| PGIM Custom Harvest LLC | 226.530 $ | -80.972 $ | -26,3 % | 307.502 $ | ||||||||
| Tidemark, LLC | 254.167 $ | -53.247 $ | -17,3 % | 307.414 $ | +113.191 $ | +58,3 % | ||||||
| Jackson Wealth Management, LLC | 307.000 $ | +86.000 $ | +38,9 % | 221.000 $ | -11.000 $ | -4,7 % | ||||||
| Live Oak Private Wealth LLC | 253.261 $ | -53.007 $ | -17,3 % | 306.268 $ | +12.757 $ | +4,3 % | 293.511 $ | +18.950 $ | +6,9 % | |||
| Clark Asset Management, LLC | 306.152 $ | |||||||||||
| KINTRA WEALTH, LLC | 306.021 $ | +5.219 $ | +1,7 % | 300.802 $ | +97.958 $ | +48,3 % | 202.844 $ | |||||
| Private Wealth Management Group, LLC | 305.780 $ | +297.473 $ | +3.581,0 % | 8.307 $ | -1.391 $ | -14,3 % | 9.698 $ | -57.268 $ | -85,5 % | 66.966 $ | +6.930 $ | +11,5 % |
| Legacy Trust | 261.642 $ | -43.832 $ | -14,3 % | 305.474 $ | ||||||||
| Alpine Bank Wealth Management | 270.304 $ | +8.964 $ | +3,4 % | 261.340 $ | -43.782 $ | -14,3 % | 305.122 $ | +24.193 $ | +8,6 % | 280.929 $ | +29.072 $ | +11,5 % |
| James J. Burns & Company, LLC | 259.603 $ | -43.227 $ | -14,3 % | 302.830 $ | +24.011 $ | +8,6 % | 278.819 $ | +29.145 $ | +11,7 % | |||
| JOHN G ULLMAN & ASSOCIATES INC | 302.342 $ | |||||||||||
| Advantage Trust Co | 277.411 $ | +9.199 $ | +3,4 % | 268.212 $ | -33.912 $ | -11,2 % | 302.124 $ | +23.954 $ | +8,6 % | 278.170 $ | +19.691 $ | +7,6 % |
| Winthrop Capital Management, LLC | 228.000 $ | -74.000 $ | -24,5 % | 302.000 $ | +24.000 $ | +8,6 % | 278.000 $ | +29.000 $ | +11,6 % | |||
| Allegheny Financial Group | 259.783 $ | -41.757 $ | -13,8 % | 301.540 $ | +23.908 $ | +8,6 % | 277.632 $ | -902 $ | -0,3 % | |||
| Reyes Financial Architecture, Inc. | 218.472 $ | -66.304 $ | -23,3 % | 284.776 $ | -16.378 $ | -5,4 % | 301.154 $ | +31.185 $ | +11,6 % | |||
| Heritage Trust Co | 257.489 $ | -43.137 $ | -14,3 % | 300.626 $ | ||||||||
| Verum Partners LLC | 300.451 $ | +9.964 $ | +3,4 % | 290.487 $ | ||||||||
| Impact Capital Partners LLC | 233.930 $ | -39.190 $ | -14,3 % | 273.120 $ | -26.154 $ | -8,7 % | 299.274 $ | |||||
| Oak Barrel Wealth Advisory LLC | 278.330 $ | -20.863 $ | -7,0 % | 299.193 $ | ||||||||
| FLAGSHIP WEALTH ADVISORS, LLC | 288.750 $ | +104.540 $ | +56,8 % | 184.210 $ | -113.522 $ | -38,1 % | 297.732 $ | +46.239 $ | +18,4 % | |||
| Onyx Bridge Wealth Group LLC | 297.639 $ | +39.848 $ | +15,5 % | 257.791 $ | -32.167 $ | -11,1 % | 289.958 $ | |||||
| Unify Financial Advisors | 297.407 $ | |||||||||||
| GOLDEN ROAD ADVISORS LLC | 279.991 $ | -17.373 $ | -5,8 % | 297.364 $ | -66.486 $ | -18,3 % | ||||||
| Dorsey & Whitney Trust CO LLC | 254.469 $ | -42.630 $ | -14,3 % | 297.099 $ | +23.556 $ | +8,6 % | 273.543 $ | +28.308 $ | +11,5 % | |||
| JEPPSON WEALTH MANAGEMENT, LLC | 271.554 $ | +14.518 $ | +5,6 % | 257.036 $ | -40.063 $ | -13,5 % | 297.099 $ | +23.556 $ | +8,6 % | 273.543 $ | +28.308 $ | +11,5 % |
| Hilltop Partners LLC | 249.183 $ | -46.506 $ | -15,7 % | 295.689 $ | +32.942 $ | +12,5 % | 262.747 $ | +26.536 $ | +11,2 % | |||
| Traynor Capital Management, Inc. | 283.260 $ | -11.415 $ | -3,9 % | 294.675 $ | +39.042 $ | +15,3 % | 255.633 $ | |||||
| SARD WEALTH MANAGEMENT GROUP, LLC | 260.385 $ | +8.635 $ | +3,4 % | 251.750 $ | -42.175 $ | -14,3 % | 293.925 $ | +23.304 $ | +8,6 % | 270.621 $ | +28.006 $ | +11,5 % |
| High Net Worth Advisory Group LLC | 251.373 $ | -42.112 $ | -14,3 % | 293.485 $ | +23.270 $ | +8,6 % | 270.215 $ | +27.964 $ | +11,5 % | |||
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 285.690 $ | +9.474 $ | +3,4 % | 276.216 $ | -17.180 $ | -5,9 % | 293.396 $ | |||||
| DLK Investment Management, LLC | 291.739 $ | |||||||||||
| FRG Family Wealth Advisors LLC | 291.408 $ | +23.150 $ | +8,6 % | 268.258 $ | +28.018 $ | +11,7 % | ||||||
| Turtle Creek Wealth Advisors, LLC | 291.192 $ | +88.835 $ | +43,9 % | 202.357 $ | ||||||||
| Physician Wealth Advisors, Inc. | 290.845 $ | +20.368 $ | +7,5 % | 270.477 $ | +106.763 $ | +65,2 % | 163.714 $ | +12.494 $ | +8,3 % | 151.220 $ | +46.212 $ | +44,0 % |
| WFA of San Diego, LLC | 288.602 $ | +12.044 $ | +4,4 % | 276.558 $ | -14.112 $ | -4,9 % | 290.670 $ | +44.416 $ | +18,0 % | |||
| BOS Asset Management, LLC | 265.273 $ | -23.855 $ | -8,3 % | 289.128 $ | +16.604 $ | +6,1 % | ||||||
| Beaird Harris Wealth Management, LLC | 252.732 $ | -35.023 $ | -12,2 % | 287.755 $ | +22.816 $ | +8,6 % | 264.939 $ | +27.417 $ | +11,5 % | |||
| PENINSULA ASSET MANAGEMENT INC | 260.132 $ | -25.947 $ | -9,1 % | 286.079 $ | +75.443 $ | +35,8 % | 210.636 $ | |||||
| Virtue Capital Management, LLC | 285.654 $ | +56.307 $ | +24,6 % | 229.347 $ | ||||||||
| Lloyd Advisory Services, LLC. | 46.834 $ | -238.447 $ | -83,6 % | 285.281 $ | +276.515 $ | +3.154,4 % | 8.766 $ | |||||
| Kings Path Partners LLC | 252.497 $ | +8.373 $ | +3,4 % | 244.124 $ | -40.897 $ | -14,3 % | 285.021 $ | +22.598 $ | +8,6 % | 262.423 $ | +27.158 $ | +11,5 % |
| Dentgroup LLC | 284.826 $ | +659 $ | +0,2 % | |||||||||
| Asset Management Group, Inc. | 243.520 $ | -40.796 $ | -14,3 % | 284.316 $ | +22.543 $ | +8,6 % | 261.773 $ | +27.090 $ | +11,5 % | |||
| HOWE & RUSLING INC | 243.421 $ | -40.702 $ | -14,3 % | 284.123 $ | +22.571 $ | +8,6 % | 261.552 $ | +27.318 $ | +11,7 % | |||
| Cannell & Spears LLC | 225.926 $ | -57.068 $ | -20,2 % | 282.994 $ | +38.672 $ | +15,8 % | 244.322 $ | |||||
| WNY Asset Management, LLC | 242.614 $ | -39.851 $ | -14,1 % | 282.465 $ | +37.885 $ | +15,5 % | ||||||
| HOWARD WEALTH MANAGEMENT, LLC | 239.216 $ | -43.160 $ | -15,3 % | 282.376 $ | +49.256 $ | +21,1 % | 233.120 $ | +28.491 $ | +13,9 % | |||
| Carroll Advisory Group, LLC | 281.629 $ | +32.295 $ | +13,0 % | 249.334 $ | ||||||||
| Carrera Capital Advisors | 241.103 $ | -40.392 $ | -14,3 % | 281.495 $ | +23.861 $ | +9,3 % | 257.634 $ | +26.662 $ | +11,5 % | |||
| OneAscent Family Office, LLC | 240.952 $ | -40.367 $ | -14,3 % | 281.319 $ | ||||||||
| Zuckerman Investment Group, LLC | 280.605 $ | +29.039 $ | +11,5 % | |||||||||
| LongView Wealth Management | 280.141 $ | |||||||||||
| TOBIAS FINANCIAL ADVISORS, INC. | 239.518 $ | -40.126 $ | -14,3 % | 279.644 $ | ||||||||
| Ledyard National Bank | 240.001 $ | +559 $ | +0,2 % | 239.442 $ | -40.113 $ | -14,3 % | 279.555 $ | +22.165 $ | +8,6 % | 257.390 $ | +22.197 $ | +9,4 % |
| D'Orazio & Associates, Inc. | 239.380 $ | -40.027 $ | -14,3 % | 279.407 $ | +22.197 $ | +8,6 % | 257.210 $ | +26.864 $ | +11,7 % | |||
| PARTHENON LLC | 279.387 $ | |||||||||||
| WMG Financial Advisors, LLC | 239.895 $ | -39.308 $ | -14,1 % | 279.203 $ | ||||||||
| EXENCIAL WEALTH ADVISORS, LLC | 277.793 $ | |||||||||||
| Quest 10 Wealth Builders, Inc. | 176.500 $ | -101.281 $ | -36,5 % | 277.781 $ | +6.151 $ | +2,3 % | 271.630 $ | +4.686 $ | +1,8 % | |||
| XP Advisory US, Inc. | 277.575 $ | |||||||||||
| Willis Johnson & Associates, Inc. | 276.822 $ | +21.948 $ | +8,6 % | 254.874 $ | +31.106 $ | +13,9 % | ||||||
| Womack Financial LLC | 275.567 $ | +8.443 $ | +3,2 % | 267.124 $ | ||||||||
| CERTIOR FINANCIAL GROUP, LLC | 235.440 $ | -39.443 $ | -14,3 % | 274.883 $ | +49.880 $ | +22,2 % | 225.003 $ | +23.212 $ | +11,5 % | |||
| Asset Advisory Group, Inc. | 271.632 $ | +9.008 $ | +3,4 % | 262.624 $ | -1.856 $ | -0,7 % | 264.480 $ | +20.970 $ | +8,6 % | 243.510 $ | ||
| KWMG, LLC | 240.548 $ | +9.185 $ | +4,0 % | 231.363 $ | -38.759 $ | -14,3 % | 270.122 $ | +21.417 $ | +8,6 % | 248.705 $ | +29.303 $ | +13,4 % |
| Weaver Consulting Group | 239.298 $ | +7.935 $ | +3,4 % | 231.363 $ | -38.759 $ | -14,3 % | 270.122 $ | +23.122 $ | +9,4 % | 247.000 $ | +31.965 $ | +14,9 % |
| WESTBOURNE INVESTMENTS, INC. | 231.178 $ | -38.655 $ | -14,3 % | 269.833 $ | +7.336 $ | +2,8 % | 262.497 $ | -11.228 $ | -4,1 % | |||
| North Capital, Inc. | 205.719 $ | -30.462 $ | -12,9 % | 236.181 $ | -33.628 $ | -12,5 % | 269.809 $ | +119.183 $ | +79,1 % | |||
| Safeguard Investment Advisory Group, LLC | 245.105 $ | -23.254 $ | -8,7 % | 268.359 $ | +39.861 $ | +17,4 % | ||||||
| Destination Wealth Management | 244.124 $ | -23.530 $ | -8,8 % | 267.654 $ | +63.349 $ | +31,0 % | 204.305 $ | |||||
| Pinnacle Family Advisors, LLC | 267.654 $ | +22.034 $ | +9,0 % | 245.620 $ | +25.418 $ | +11,5 % | ||||||
| Sulzberger Capital Advisors, Inc. | 244.297 $ | +17.314 $ | +7,6 % | 226.983 $ | -40.230 $ | -15,1 % | 267.213 $ | +21.187 $ | +8,6 % | 246.026 $ | ||
| New England Professional Planning Group Inc. | 228.418 $ | -38.266 $ | -14,3 % | 266.684 $ | +21.145 $ | +8,6 % | 245.539 $ | |||||
| Peak Financial Management, Inc. | 235.315 $ | +7.803 $ | +3,4 % | 227.512 $ | -38.114 $ | -14,3 % | 265.626 $ | +2.960 $ | +1,1 % | 262.666 $ | +27.182 $ | +11,5 % |
| BURLING WEALTH PARTNERS, LLC | 226.983 $ | -38.026 $ | -14,3 % | 265.009 $ | +21.012 $ | +8,6 % | 243.997 $ | +25.250 $ | +11,5 % | |||
| Arcus Capital Partners, LLC | 226.682 $ | -37.975 $ | -14,3 % | 264.657 $ | +20.984 $ | +8,6 % | 243.673 $ | +25.217 $ | +11,5 % | |||
| Capital Advantage, Inc. | 200.171 $ | -63.692 $ | -24,1 % | 263.863 $ | +20.921 $ | +8,6 % | 242.942 $ | |||||
| Herold Advisors, Inc. | 263.588 $ | +63.588 $ | +31,8 % | 200.000 $ | -36.710 $ | -15,5 % | 236.710 $ | |||||
| PATRON PARTNERS, LLC | 213.995 $ | -49.074 $ | -18,7 % | 263.069 $ | +12.741 $ | +5,1 % | 250.328 $ | +25.905 $ | +11,5 % | |||
| Colonial Trust Advisors | 212.938 $ | -35.673 $ | -14,3 % | 248.611 $ | -13.487 $ | -5,1 % | 262.098 $ | +55.868 $ | +27,1 % | |||
| Accelerate Investment Advisors LLC | 223.369 $ | -37.685 $ | -14,4 % | 261.054 $ | +7.109 $ | +2,8 % | 253.945 $ | +29.517 $ | +13,2 % | |||
| Ergawealth Advisors, Inc. | 222.340 $ | -38.378 $ | -14,7 % | 260.718 $ | +26.981 $ | +11,5 % | ||||||
| MCDONALD PARTNERS LLC | 260.510 $ | |||||||||||
| LAFFER TENGLER INVESTMENTS, INC. | 222.830 $ | -37.330 $ | -14,3 % | 260.160 $ | +20.627 $ | +8,6 % | 239.533 $ | +24.789 $ | +11,5 % | |||
| SEARLE & CO. | 259.603 $ | |||||||||||
| SG Americas Securities, LLC | 259.000 $ | |||||||||||
| VANCE WEALTH, LLC | 218.882 $ | -36.669 $ | -14,3 % | 255.551 $ | -3.439 $ | -1,3 % | 258.990 $ | -68.466 $ | -20,9 % | |||
| Medallion Wealth Advisors, LLC | 237.431 $ | -20.878 $ | -8,1 % | 258.309 $ | +189.071 $ | +273,1 % | 69.238 $ | +42.968 $ | +163,6 % | |||
| Ruggiero Investments, Inc. | 258.132 $ | +20.466 $ | +8,6 % | 237.666 $ | ||||||||
| LS Investment Advisors, LLC | 204.632 $ | -53.236 $ | -20,6 % | 257.868 $ | +1.777 $ | +0,7 % | 256.091 $ | |||||
| RASP WEALTH SOLUTIONS, LLC | 257.003 $ | |||||||||||
| Attessa Capital LLC | 217.587 $ | +7.216 $ | +3,4 % | 210.371 $ | -45.734 $ | -17,9 % | 256.105 $ | +20.306 $ | +8,6 % | 235.799 $ | +15.306 $ | +6,9 % |
| Fragasso Financial Advisors Inc | 255.460 $ | +45.618 $ | +21,7 % | 209.842 $ | -33.977 $ | -13,9 % | 243.819 $ | +18.166 $ | +8,1 % | 225.653 $ | +22.101 $ | +10,9 % |
| EPIQ PARTNERS, LLC | 255.189 $ | +37.855 $ | +17,4 % | 217.334 $ | ||||||||
| Echo45 Advisors LLC | 254.997 $ | |||||||||||
| Oak Harvest Investment Services | 225.866 $ | -28.521 $ | -11,2 % | 254.387 $ | ||||||||
| Aegis Wealth Management, Inc. | 253.494 $ | |||||||||||
| United Advisor Group, LLC | 253.457 $ | -40.634 $ | -13,8 % | |||||||||
| Vickerman Investment Advisors, Inc. | 216.789 $ | -36.318 $ | -14,3 % | 253.107 $ | +19.906 $ | +8,5 % | 233.201 $ | |||||
| ASSOCIATED BANC-CORP | 207.728 $ | -44.938 $ | -17,8 % | 252.666 $ | +12.079 $ | +5,0 % | 240.587 $ | +40.397 $ | +20,2 % | |||
| Evernest Financial Advisors, LLC | 223.169 $ | -29.199 $ | -11,6 % | 252.368 $ | +26.563 $ | +11,8 % | ||||||
| CENTRAL VALLEY ADVISORS, LLC | 251.256 $ | |||||||||||
| Community Financial Services Group, LLC | 219.402 $ | +7.017 $ | +3,3 % | 212.385 $ | -38.360 $ | -15,3 % | 250.745 $ | |||||
| SVRN Asset Management, LLC | 250.546 $ | +19.905 $ | +8,6 % | 230.641 $ | ||||||||
| Integrity Financial Corp /WA | 206.067 $ | -44.219 $ | -17,7 % | 250.286 $ | +14.568 $ | +6,2 % | 235.718 $ | +32.035 $ | +15,7 % | |||
| Commonwealth Financial Services, LLC | 213.995 $ | -35.850 $ | -14,3 % | 249.845 $ | +19.809 $ | +8,6 % | 230.036 $ | +23.806 $ | +11,5 % | |||
| Gallagher Fiduciary Advisors, LLC | 227.807 $ | -21.911 $ | -8,8 % | 249.718 $ | +24.751 $ | +11,0 % | 224.967 $ | |||||
| Element Wealth, LLC | 213.844 $ | -35.825 $ | -14,3 % | 249.669 $ | +19.309 $ | +8,4 % | 230.360 $ | +23.038 $ | +11,1 % | |||
| G&S Capital LLC | 213.693 $ | -35.800 $ | -14,3 % | 249.493 $ | +19.782 $ | +8,6 % | 229.711 $ | +23.772 $ | +11,5 % | |||
| Daiwa Securities Group Inc. | 248.462 $ | |||||||||||
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 248.435 $ | +19.698 $ | +8,6 % | 228.737 $ | ||||||||
| Global Trust Asset Management, LLC | 188.377 $ | +6.247 $ | +3,4 % | 182.130 $ | -65.776 $ | -26,5 % | 247.906 $ | +24.688 $ | +11,1 % | 223.218 $ | -55.273 $ | -19,8 % |
| Foundation Wealth Management, LLC\PA | 247.906 $ | +19.656 $ | +8,6 % | 228.250 $ | +23.621 $ | +11,5 % | ||||||
| CAPITAL CITY TRUST CO/FL | 221.169 $ | -26.208 $ | -10,6 % | 247.377 $ | +19.614 $ | +8,6 % | 227.763 $ | +23.570 $ | +11,5 % | |||
| Chicago Capital, LLC | 232.269 $ | +7.702 $ | +3,4 % | 224.567 $ | -22.810 $ | -9,2 % | 247.377 $ | +19.614 $ | +8,6 % | 227.763 $ | +23.570 $ | +11,5 % |
| Yukon Wealth Management, Inc. | 247.295 $ | +23.280 $ | +10,4 % | 224.015 $ | -19.993 $ | -8,2 % | 244.008 $ | |||||
| Acropolis Investment Management, LLC | 224.147 $ | +12.265 $ | +5,8 % | 211.882 $ | -35.407 $ | -14,3 % | 247.289 $ | +126 $ | +0,1 % | 247.163 $ | ||
| 1900 WEALTH MANAGEMENT LLC | 245.468 $ | +8.140 $ | +3,4 % | 237.328 $ | -9.785 $ | -4,0 % | 247.113 $ | +19.593 $ | +8,6 % | 227.520 $ | +1.569 $ | +0,7 % |
| WestHill Financial Advisors, Inc. | 247.081 $ | |||||||||||
| Sylvest Advisors, LLC | 211.428 $ | -35.420 $ | -14,3 % | 246.848 $ | +19.572 $ | +8,6 % | 227.276 $ | +23.520 $ | +11,5 % | |||
| Legacy Capital Wealth Partners, LLC | 216.962 $ | +7.195 $ | +3,4 % | 209.767 $ | -36.552 $ | -14,8 % | 246.319 $ | +16.040 $ | +7,0 % | 230.279 $ | -329 $ | -0,1 % |
| Factor Wealth Management LTD | 246.314 $ | +29.529 $ | +13,6 % | 216.785 $ | ||||||||
| Occidental Asset Management, LLC | 209.540 $ | -36.162 $ | -14,7 % | 245.702 $ | ||||||||
| Wealth Analytics Partners, LLC | 230.322 $ | +18.215 $ | +8,6 % | 212.107 $ | -33.233 $ | -13,5 % | 245.340 $ | +19.452 $ | +8,6 % | 225.888 $ | ||
| ROTHSCHILD INVESTMENT LLC | 157.665 $ | -36.111 $ | -18,6 % | 193.776 $ | -50.383 $ | -20,6 % | 244.159 $ | +32.544 $ | +15,4 % | |||
| WJ Wealth Management, LLC | 244.115 $ | +33.885 $ | +16,1 % | 210.230 $ | ||||||||
| Trevian Wealth Management LLC | 207.653 $ | -34.787 $ | -14,3 % | 242.440 $ | ||||||||
| Willis Investment Counsel | 214.775 $ | +7.122 $ | +3,4 % | 207.653 $ | -34.787 $ | -14,3 % | 242.440 $ | +19.222 $ | +8,6 % | 223.218 $ | +23.100 $ | +11,5 % |
| Atlantic Edge Private Wealth Management, LLC | 214.385 $ | +7.110 $ | +3,4 % | 207.275 $ | -34.725 $ | -14,3 % | 242.000 $ | +79.660 $ | +49,1 % | 162.340 $ | +16.800 $ | +11,5 % |
| OXFORD FINANCIAL GROUP, LTD. LLC | 218.020 $ | -23.298 $ | -9,7 % | 241.318 $ | ||||||||
| LGT Financial Advisors LLC | 140.298 $ | -47.042 $ | -25,1 % | 187.340 $ | -53.329 $ | -22,2 % | 240.669 $ | +47.974 $ | +24,9 % | |||
| GRIMES & Co WEALTH MANAGEMENT, LLC | 240.500 $ | |||||||||||
| Members Trust Co | 211.201 $ | -29.299 $ | -12,2 % | 240.500 $ | +16.309 $ | +7,3 % | 224.191 $ | +21.745 $ | +10,7 % | |||
| ALTFEST L J & CO INC | 215.506 $ | -24.201 $ | -10,1 % | 239.707 $ | +19.817 $ | +9,0 % | 219.890 $ | |||||
| Trilogy Capital Inc. | 228.423 $ | -11.191 $ | -4,7 % | 239.614 $ | +12.644 $ | +5,6 % | ||||||
| Acumen Wealth Advisors, LLC | 204.784 $ | -34.306 $ | -14,3 % | 239.090 $ | +22.690 $ | +10,5 % | 216.400 $ | |||||
| Destiny Wealth Partners, LLC | 221.370 $ | -17.627 $ | -7,4 % | 238.997 $ | ||||||||
| High Probability Advisors, LLC | 238.473 $ | |||||||||||
| Clarkston Capital Partners, LLC | 237.422 $ | +24.570 $ | +11,5 % | |||||||||
| Northwest Capital Management Inc | 237.341 $ | -428.723 $ | -64,4 % | |||||||||
| Fiscal Wisdom Wealth Management, LLC | 236.854 $ | |||||||||||
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 236.611 $ | +17.549 $ | +8,0 % | |||||||||
| Financial Insights, Inc. | 235.818 $ | |||||||||||
| Sensible Money, LLC | 211.495 $ | +10.109 $ | +5,0 % | 201.386 $ | -33.737 $ | -14,3 % | 235.123 $ | +18.642 $ | +8,6 % | 216.481 $ | ||
| FCA CORP /TX | 235.035 $ | +18.636 $ | +8,6 % | 216.399 $ | ||||||||
| Greenline Wealth Management LLC | 235.006 $ | +59.484 $ | +33,9 % | 175.522 $ | ||||||||
| FIRST FINANCIAL BANKSHARES INC | 201.330 $ | -33.664 $ | -14,3 % | 234.994 $ | +18.668 $ | +8,6 % | 216.326 $ | -100.078 $ | -31,6 % | |||
| Sargent Investment Group, LLC | 200.781 $ | -33.636 $ | -14,3 % | 234.417 $ | +1.134 $ | +0,5 % | 233.283 $ | |||||
| Hibernia Wealth Partners, LLC | 232.834 $ | |||||||||||
| NICOLET BANKSHARES INC | 212.585 $ | -20.224 $ | -8,7 % | 232.809 $ | ||||||||
| AWM CAPITAL, LLC | 219.461 $ | +7.278 $ | +3,4 % | 212.183 $ | -20.613 $ | -8,9 % | 232.796 $ | +24.092 $ | +11,5 % | |||
| FIRST INTERSTATE BANK | 232.552 $ | +12.277 $ | +5,6 % | |||||||||
| ASHFORD CAPITAL MANAGEMENT INC | 231.335 $ | +23.940 $ | +11,5 % | |||||||||
| Signet Private Wealth LLC | 230.484 $ | |||||||||||
| Everstar Asset Management, LLC | 215.128 $ | -14.441 $ | -6,3 % | 229.569 $ | +18.202 $ | +8,6 % | 211.367 $ | |||||
| Fortis Capital Advisors, LLC | 202.518 $ | -26.874 $ | -11,7 % | 229.392 $ | +26.305 $ | +13,0 % | 203.087 $ | |||||
| Laraway Financial Advisors Inc | 196.326 $ | -32.890 $ | -14,3 % | 229.216 $ | +18.174 $ | +8,6 % | 211.042 $ | |||||
| JOURNEY STRATEGIC WEALTH LLC | 228.981 $ | +11.763 $ | +5,4 % | |||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 228.885 $ | |||||||||||
| Lee, Kelleher & Klein Wealth Management | 200.795 $ | -25.864 $ | -11,4 % | 226.659 $ | +17.971 $ | +8,6 % | 208.688 $ | |||||
| Prime Buchholz LLC | 226.530 $ | |||||||||||
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 226.483 $ | +15.928 $ | +7,6 % | 210.555 $ | -118.656 $ | -36,0 % | ||||||
| Granite FO LLC | 200.327 $ | +6.644 $ | +3,4 % | 193.683 $ | -32.447 $ | -14,3 % | 226.130 $ | +99.099 $ | +78,0 % | 127.031 $ | +13.146 $ | +11,5 % |
| Stratos Investment Management, LLC | 225.870 $ | |||||||||||
| Linscomb Wealth, Inc. | 225.775 $ | |||||||||||
| River Wealth Advisors LLC | 225.249 $ | |||||||||||
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 225.072 $ | +17.926 $ | +8,7 % | 207.146 $ | ||||||||
| Oregon Pacific Wealth Management, LLC | 225.006 $ | +10.311 $ | +4,8 % | 214.695 $ | ||||||||
| Lansing Street Advisors | 224.793 $ | +10.829 $ | +5,1 % | 213.964 $ | ||||||||
| Kooman & Associates | 224.544 $ | +17.479 $ | +8,4 % | 207.065 $ | ||||||||
| ZENITH SOLUTIONS, INC. | 224.539 $ | |||||||||||
| NICOLET ADVISORY SERVICES, LLC | 224.528 $ | |||||||||||
| Elevation Wealth Management LLC | 207.152 $ | -17.317 $ | -7,7 % | 224.469 $ | ||||||||
| Richard Young Associates, Ltd. | 223.750 $ | +17.741 $ | +8,6 % | 206.009 $ | ||||||||
| Charles Schwab Trust Co | 223.542 $ | +23.133 $ | +11,5 % | |||||||||
| First Pacific Financial | 197.797 $ | +6.681 $ | +3,5 % | 191.116 $ | -32.017 $ | -14,3 % | 223.133 $ | +17.691 $ | +8,6 % | 205.442 $ | +21.261 $ | +11,5 % |
| FIRST NATIONAL BANK SIOUX FALLS | 223.056 $ | +0 $ | +0,0 % | 223.056 $ | +22.241 $ | +11,1 % | 200.815 $ | -119.373 $ | -37,3 % | |||
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 218.914 $ | +7.259 $ | +3,4 % | 211.655 $ | -2.838 $ | -1,3 % | 214.493 $ | -8.156 $ | -3,7 % | 222.649 $ | -7.668 $ | -3,3 % |
| Journey Beyond Wealth, LLC | 222.604 $ | +17.649 $ | +8,6 % | 204.955 $ | ||||||||
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 222.603 $ | +12.454 $ | +5,9 % | 210.149 $ | ||||||||
| FIDUCIARY FINANCIAL ADVISORS | 222.492 $ | |||||||||||
| SHP Wealth Management | 196.930 $ | -25.409 $ | -11,4 % | 222.339 $ | +74.609 $ | +50,5 % | 147.730 $ | |||||
| Miller Financial Services LLC | 221.351 $ | +19.996 $ | +9,9 % | |||||||||
| Vann Equity Management LLC | 221.118 $ | |||||||||||
| Freedom Investment Management, Inc. | 220.735 $ | -78 $ | -0,0 % | |||||||||
| Kelsey Financial, LLC | 220.400 $ | +17.475 $ | +8,6 % | 202.925 $ | ||||||||
| Centennial Bank/AR/ | 188.775 $ | -31.625 $ | -14,3 % | 220.400 $ | +17.475 $ | +8,6 % | 202.925 $ | +21.000 $ | +11,5 % | |||
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 220.000 $ | +17.000 $ | +8,4 % | 203.000 $ | ||||||||
| Hippocratic Financial Advisors, LLC | 219.695 $ | |||||||||||
| Raleigh Capital Management Inc. | 103.600 $ | +5.390 $ | +5,5 % | 98.210 $ | -120.949 $ | -55,2 % | 219.159 $ | +36.434 $ | +19,9 % | |||
| Liberty Atlantic Advisors LLC | 218.836 $ | +4.010 $ | +1,9 % | 214.826 $ | +5.799 $ | +2,8 % | 209.027 $ | |||||
| KMT WEALTH MANAGEMENT, LLC | 218.655 $ | |||||||||||
| Advocate Investing Services LLC | 198.825 $ | -19.106 $ | -8,8 % | 217.931 $ | +23.123 $ | +11,9 % | 194.808 $ | |||||
| NOESIS CAPITAL MANGEMENT CORP | 217.667 $ | |||||||||||
| Cassia Capital Partners, LLC | 217.403 $ | |||||||||||
| Keating Financial Advisory Services, Inc. | 185.528 $ | -31.081 $ | -14,3 % | 216.609 $ | +42.499 $ | +24,4 % | 174.110 $ | |||||
| Sanchez Wealth Management Group | 216.389 $ | |||||||||||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 216.000 $ | +4.000 $ | +1,9 % | 212.000 $ | ||||||||
| Chesapeake Wealth Management | 215.374 $ | |||||||||||
| IAMS WEALTH MANAGEMENT, LLC | 215.246 $ | |||||||||||
| Crewe Advisors LLC | 213.845 $ | +17.512 $ | +8,9 % | 196.333 $ | +113.945 $ | +138,3 % | 82.388 $ | +27.301 $ | +49,6 % | |||
| Laidlaw Wealth Management LLC | 212.466 $ | |||||||||||
| Steelhead Wealth Management LLC | 212.000 $ | |||||||||||
| BEACON FINANCIAL PLANNING, INC | 211.760 $ | |||||||||||
| ZWJ INVESTMENT COUNSEL INC | 211.656 $ | |||||||||||
| ENTREWEALTH, LLC | 211.417 $ | |||||||||||
| Reliant Investment Partners, LLC | 210.438 $ | |||||||||||
| Centennial Wealth Advisory LLC | 203.598 $ | -6.831 $ | -3,2 % | 210.429 $ | ||||||||
| Charter Oak Capital Management, LLC | 209.675 $ | |||||||||||
| PATRICK M SWEENEY & ASSOCIATES, INC | 208.939 $ | |||||||||||
| RiverFront Investment Group, LLC | 208.851 $ | |||||||||||
| OMNI 360 Wealth, Inc. | 207.956 $ | |||||||||||
| LifeSteps Financial, Inc. | 207.568 $ | +184.764 $ | +810,2 % | 22.804 $ | ||||||||
| FAS Wealth Partners, Inc. | 206.736 $ | |||||||||||
| 1ST SOURCE BANK | 206.647 $ | |||||||||||
| Glass Jacobson Investment Advisors llc | 110.774 $ | -94.551 $ | -46,0 % | 205.325 $ | +18.309 $ | +9,8 % | 187.016 $ | +12.222 $ | +7,0 % | |||
| SFI Advisors, LLC | 204.386 $ | -343.499 $ | -62,7 % | |||||||||
| TritonPoint Partners, LLC | 204.255 $ | |||||||||||
| Cornerstone Wealth Group, LLC | 203.725 $ | |||||||||||
| Leo Wealth, LLC | 203.060 $ | |||||||||||
| One Degree Advisors Inc | 203.000 $ | |||||||||||
| Rakuten Securities, Inc. | 159.855 $ | -42.208 $ | -20,9 % | 202.063 $ | +80.552 $ | +66,3 % | 121.511 $ | +47.358 $ | +63,9 % | |||
| FNY Investment Advisers, LLC | 1.000 $ | -201.000 $ | -99,5 % | 202.000 $ | ||||||||
| Penobscot Investment Management Company, Inc. | 201.710 $ | |||||||||||
| KLCM Advisors, Inc. | 201.622 $ | |||||||||||
| DONALDSON CAPITAL MANAGEMENT, LLC | 201.622 $ | |||||||||||
| RAFFA WEALTH MANAGEMENT, LLC | 124.289 $ | -20.822 $ | -14,3 % | 145.111 $ | -55.866 $ | -27,8 % | 200.977 $ | +20.798 $ | +11,5 % | |||
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 200.828 $ | -3.783.912 $ | -95,0 % | |||||||||
| Fonville Wealth Management LLC | 200.124 $ | |||||||||||
| Radnor Capital Management, LLC | 200.123 $ | -56.027 $ | -21,9 % | |||||||||
| SPIREPOINT PRIVATE CLIENT, LLC | 200.003 $ | |||||||||||
| Highland Investment Advisors LLC | 189.002 $ | |||||||||||
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 188.964 $ | +22.830 $ | +13,7 % | |||||||||
| Archer Investment Corp | 188.632 $ | +106.370 $ | +129,3 % | 82.262 $ | +6.527 $ | +8,6 % | 75.735 $ | -555.605 $ | -88,0 % | |||
| Caldwell Trust Co | 160.761 $ | -26.932 $ | -14,3 % | 187.693 $ | +10.824 $ | +6,1 % | 176.869 $ | -7.166 $ | -3,9 % | |||
| Networth Advisors, LLC | 116.079 $ | -71.528 $ | -38,1 % | 187.607 $ | +5.746 $ | +3,2 % | 181.861 $ | |||||
| UNION SAVINGS BANK | 164.478 $ | +5.454 $ | +3,4 % | 159.024 $ | -26.619 $ | -14,3 % | 185.643 $ | +14.699 $ | +8,6 % | 170.944 $ | ||
| Global Assets Advisory, LLC | 184.607 $ | |||||||||||
| Wealth Enhancement Trust Services, Inc. | 162.214 $ | +4.776 $ | +3,0 % | 157.438 $ | -25.670 $ | -14,0 % | 183.108 $ | +12.976 $ | +7,6 % | 170.132 $ | ||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 153.284 $ | -25.680 $ | -14,3 % | 178.964 $ | +155.426 $ | +660,3 % | 23.538 $ | |||||
| Boreal Capital Management LLC | 97.332 $ | -7.490 $ | -7,1 % | 104.822 $ | -73.671 $ | -41,3 % | 178.493 $ | -47.458 $ | -21,0 % | |||
| KERR FINANCIAL PLANNING Corp | 151.247 $ | -21.842 $ | -12,6 % | 173.089 $ | +45.262 $ | +35,4 % | 127.827 $ | +20.196 $ | +18,8 % | |||
| FIRST UNITED BANK & TRUST | 143.620 $ | -24.060 $ | -14,3 % | 167.680 $ | +13.295 $ | +8,6 % | 154.385 $ | -1.488 $ | -1,0 % | |||
| Capital Advisors, Ltd. LLC | 137.000 $ | -23.000 $ | -14,4 % | 160.000 $ | +13.000 $ | +8,8 % | 147.000 $ | +15.000 $ | +11,4 % | |||
| N.E.W. Advisory Services LLC | 139.694 $ | -18.024 $ | -11,4 % | 157.718 $ | +34.421 $ | +27,9 % | 123.297 $ | +26.367 $ | +27,2 % | |||
| Oakworth Capital, Inc. | 132.751 $ | -24.351 $ | -15,5 % | 157.102 $ | +12.457 $ | +8,6 % | 144.645 $ | +14.969 $ | +11,5 % | |||
| Bruce G. Allen Investments, LLC | 118.928 $ | -30.503 $ | -20,4 % | 149.431 $ | -7.227 $ | -4,6 % | 156.658 $ | +5.587 $ | +3,7 % | |||
| BURKETT FINANCIAL SERVICES, LLC | 135.113 $ | +4.481 $ | +3,4 % | 130.632 $ | -21.884 $ | -14,3 % | 152.516 $ | -3.330 $ | -2,1 % | 155.846 $ | +16.128 $ | +11,5 % |
| Horizons Wealth Management | 81.146 $ | -74.016 $ | -47,7 % | 155.162 $ | -603 $ | -0,4 % | 155.765 $ | +4.476 $ | +3,0 % | |||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 134.408 $ | -16.875 $ | -11,2 % | 151.283 $ | +59.804 $ | +65,4 % | 91.479 $ | +4.446 $ | +5,1 % | |||
| Nalls Sherbakoff Group, LLC | 128.594 $ | -21.542 $ | -14,3 % | 150.136 $ | +11.903 $ | +8,6 % | 138.233 $ | +14.306 $ | +11,5 % | |||
| CVA Family Office, LLC | 146.942 $ | +8.972 $ | +6,5 % | 137.970 $ | +10.939 $ | +8,6 % | 127.031 $ | +13.146 $ | +11,5 % | |||
| Essential Partners LLC | 17.651 $ | +7.306 $ | +70,6 % | 10.345 $ | -135.648 $ | -92,9 % | 145.993 $ | +134.873 $ | +1.212,9 % | 11.120 $ | ||
| CoreFirst Bank & Trust | 122.431 $ | -20.471 $ | -14,3 % | 142.902 $ | +13.932 $ | +10,8 % | 128.970 $ | +13.470 $ | +11,7 % | |||
| Opal Wealth Advisors, LLC | 142.379 $ | |||||||||||
| CNB Bank | 115.153 $ | -19.291 $ | -14,3 % | 134.444 $ | +10.660 $ | +8,6 % | 123.784 $ | +12.810 $ | +11,5 % | |||
| Bravera Wealth | 71.735 $ | -62.268 $ | -46,5 % | 134.003 $ | +10.625 $ | +8,6 % | 123.378 $ | |||||
| Roble, Belko & Company, Inc | 113.000 $ | -19.000 $ | -14,4 % | 132.000 $ | +11.000 $ | +9,1 % | 121.000 $ | +12.000 $ | +11,0 % | |||
| Breakwater Investment Management | 96.610 $ | -4.498 $ | -4,4 % | 101.108 $ | -29.369 $ | -22,5 % | 130.477 $ | +10.345 $ | +8,6 % | 120.132 $ | +12.432 $ | +11,5 % |
| Inlight Wealth Management, LLC | 130.359 $ | +13.490 $ | +11,5 % | |||||||||
| Innovative Asset Advisors Group, LLC | 108.810 $ | -18.229 $ | -14,3 % | 127.039 $ | ||||||||
| StrongBox Wealth, LLC | 124.592 $ | |||||||||||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 110.698 $ | -13.868 $ | -11,1 % | 124.566 $ | +5.571 $ | +4,7 % | 118.995 $ | +11.150 $ | +10,3 % | |||
| SOUTH PLAINS FINANCIAL, INC. | 103.673 $ | -17.356 $ | -14,3 % | 121.029 $ | +9.585 $ | +8,6 % | 111.444 $ | -7.534 $ | -6,3 % | |||
| THOMPSON INVESTMENT MANAGEMENT, INC. | 106.372 $ | +3.527 $ | +3,4 % | 102.845 $ | -17.229 $ | -14,3 % | 120.074 $ | +9.520 $ | +8,6 % | 110.554 $ | +11.441 $ | +11,5 % |
| Crews Bank & Trust | 101.939 $ | -17.077 $ | -14,3 % | 119.016 $ | +9.436 $ | +8,6 % | 109.580 $ | +11.122 $ | +11,3 % | |||
| Avion Wealth | 118.000 $ | +40.000 $ | +51,3 % | 78.000 $ | +8.000 $ | +11,4 % | 70.000 $ | +7.000 $ | +11,1 % | |||
| Signature Resources Capital Management, LLC | 98.796 $ | -2.236 $ | -2,2 % | 101.032 $ | -15.868 $ | -13,6 % | 116.900 $ | +30.779 $ | +35,7 % | 86.121 $ | +11.313 $ | +15,1 % |
| NBT BANK, N.A. | 99.522 $ | -16.673 $ | -14,3 % | 116.195 $ | +9.213 $ | +8,6 % | 106.982 $ | +11.071 $ | +11,5 % | |||
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 116.000 $ | +9.000 $ | +8,4 % | 107.000 $ | +11.000 $ | +11,5 % | ||||||
| Steigerwald, Gordon & Koch Inc. | 95.671 $ | -16.028 $ | -14,3 % | 111.699 $ | +8.857 $ | +8,6 % | 102.842 $ | +25.196 $ | +32,4 % | |||
| Purpose Unlimited Inc. | 96.557 $ | -14.915 $ | -13,4 % | 111.472 $ | ||||||||
| EVOLUTION WEALTH MANAGEMENT INC. | 110.547 $ | +72.462 $ | +190,3 % | 38.085 $ | +13.085 $ | +52,3 % | 25.000 $ | +2.587 $ | +11,5 % | |||
| CBIZ Investment Advisory Services, LLC | 110.200 $ | +0 $ | +0,0 % | 110.200 $ | +8.737 $ | +8,6 % | 101.463 $ | |||||
| Mascoma Wealth Management LLC | 94.388 $ | -15.812 $ | -14,3 % | 110.200 $ | +8.737 $ | +8,6 % | 101.463 $ | +10.500 $ | +11,5 % | |||
| Wealth Preservation Advisors, LLC | 46.513 $ | -63.514 $ | -57,7 % | 110.027 $ | +11.427 $ | +11,6 % | ||||||
| BankPlus Trust Department | 93.783 $ | -15.712 $ | -14,3 % | 109.495 $ | +72.481 $ | +195,8 % | 37.014 $ | +3.831 $ | +11,5 % | |||
| Matrix Trust Co | 109.000 $ | -398.000 $ | -78,5 % | |||||||||
| IAG Wealth Partners, LLC | 85.326 $ | -14.295 $ | -14,3 % | 99.621 $ | -8.335 $ | -7,7 % | 107.956 $ | -21.575 $ | -16,7 % | |||
| Operose Advisors LLC | 86.535 $ | -19.521 $ | -18,4 % | 106.056 $ | +12.223 $ | +13,0 % | 93.833 $ | +32.779 $ | +53,7 % | |||
| Planning Project LLC | 104.060 $ | |||||||||||
| Downshift Financial, LLC | 99.578 $ | +3.303 $ | +3,4 % | 96.275 $ | ||||||||
| Coston, McIsaac & Partners | 0 $ | -99.000 $ | -100,0 % | 99.000 $ | -84.000 $ | -45,9 % | ||||||
| ARMSTRONG ADVISORY GROUP, INC | 86.301 $ | +2.862 $ | +3,4 % | 83.439 $ | -13.978 $ | -14,3 % | 97.417 $ | +7.724 $ | +8,6 % | 89.693 $ | +9.282 $ | +11,5 % |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 82.985 $ | -13.903 $ | -14,3 % | 96.888 $ | +7.682 $ | +8,6 % | 89.206 $ | +9.232 $ | +11,5 % | |||
| Vanguard National Trust Co | 82.985 $ | -13.903 $ | -14,3 % | 96.888 $ | ||||||||
| AMERIFLEX GROUP, INC. | 43.947 $ | -52.589 $ | -54,5 % | 96.536 $ | +74.559 $ | +339,3 % | ||||||
| Princeton Global Asset Management LLC | 65.682 $ | -30.291 $ | -31,6 % | 95.973 $ | +28.442 $ | +42,1 % | 67.531 $ | +5.355 $ | +8,6 % | 62.176 $ | +6.434 $ | +11,5 % |
| RMG Wealth Management LLC | 95.178 $ | +92.866 $ | +4.016,7 % | 2.312 $ | ||||||||
| Accordant Advisory Group Inc | 81.325 $ | -13.624 $ | -14,3 % | 94.949 $ | +54.364 $ | +134,0 % | 40.585 $ | -32.185 $ | -44,2 % | |||
| MBM WEALTH CONSULTANTS, LLC | 94.772 $ | |||||||||||
| Alexis Investment Partners, LLC | 93.346 $ | +9.660 $ | +11,5 % | |||||||||
| McIlrath & Eck, LLC | 93.346 $ | +9.660 $ | +11,5 % | |||||||||
| Imprint Wealth LLC | 46.319 $ | +2.577 $ | +5,9 % | 43.742 $ | -46.523 $ | -51,5 % | 90.265 $ | +45.630 $ | +102,2 % | |||
| Marshall & Sterling Wealth Advisors Inc. | 66.731 $ | -22.800 $ | -25,5 % | 89.531 $ | +7.105 $ | +8,6 % | 82.426 $ | +8.565 $ | +11,6 % | |||
| OPTIMA CAPITAL LLC | 89.125 $ | |||||||||||
| Centerpoint Advisors, LLC | 77.000 $ | -12.000 $ | -13,5 % | 89.000 $ | +7.000 $ | +8,5 % | 82.000 $ | +8.000 $ | +10,8 % | |||
| Caitlin John, LLC | 76.190 $ | -12.763 $ | -14,3 % | 88.953 $ | +7.052 $ | +8,6 % | 81.901 $ | -1.421 $ | -1,7 % | |||
| TOMPKINS FINANCIAL CORP | 17.963 $ | +596 $ | +3,4 % | 17.367 $ | -71.514 $ | -80,5 % | 88.881 $ | +12.618 $ | +16,5 % | |||
| BARRETT & COMPANY, INC. | 75.510 $ | -12.650 $ | -14,3 % | 88.160 $ | +6.341 $ | +7,8 % | 81.819 $ | +9.049 $ | +12,4 % | |||
| MONTAG A & ASSOCIATES INC | 75.510 $ | -12.650 $ | -14,3 % | 88.160 $ | +6.990 $ | +8,6 % | 81.170 $ | +8.400 $ | +11,5 % | |||
| Financial Management Professionals, Inc. | 75.510 $ | -12.650 $ | -14,3 % | 88.160 $ | +6.990 $ | +8,6 % | 81.170 $ | +8.400 $ | +11,5 % | |||
| Key FInancial Inc | 72.943 $ | -12.220 $ | -14,3 % | 85.163 $ | +48.555 $ | +132,6 % | 36.608 $ | -13.971 $ | -27,6 % | |||
| Rialto Wealth Management, LLC | 72.943 $ | -12.220 $ | -14,3 % | 85.163 $ | +6.752 $ | +8,6 % | 78.411 $ | +5.568 $ | +7,6 % | |||
| Cornerstone National Bank & Trust Co | 84.041 $ | +2.688 $ | +3,3 % | 81.353 $ | ||||||||
| Financial Freedom, LLC | 83.840 $ | +12.816 $ | +18,0 % | 71.024 $ | +7.350 $ | +11,5 % | ||||||
| FIRST COMMUNITY TRUST NA | 15.620 $ | -67.985 $ | -81,3 % | 83.605 $ | +8.652 $ | +11,5 % | ||||||
| NFSG Corp | 44.205 $ | -21.187 $ | -32,4 % | 65.392 $ | -17.478 $ | -21,1 % | 82.870 $ | +6.570 $ | +8,6 % | 76.300 $ | +7.896 $ | +11,5 % |
| Basepoint Wealth LLC | 62.069 $ | -20.335 $ | -24,7 % | 82.404 $ | +2.858 $ | +3,6 % | 79.546 $ | |||||
| BELLEVUE ASSET MANAGEMENT, LLC | 70.299 $ | -11.777 $ | -14,3 % | 82.076 $ | +6.517 $ | +8,6 % | 75.559 $ | +7.811 $ | +11,5 % | |||
| Blume Capital Management, Inc. | 69.470 $ | -11.638 $ | -14,3 % | 81.108 $ | +6.431 $ | +8,6 % | 74.677 $ | +451 $ | +0,6 % | |||
| Tradewinds Capital Management, LLC | 65.865 $ | -14.523 $ | -18,1 % | 80.388 $ | +7.692 $ | +10,6 % | 72.696 $ | +23.777 $ | +48,6 % | |||
| Estate Planners Group, LLC | 80.278 $ | |||||||||||
| Buck Wealth Strategies, LLC | 80.003 $ | |||||||||||
| Washington Trust Advisors, Inc. | 53.839 $ | -9.019 $ | -14,3 % | 62.858 $ | -15.146 $ | -19,4 % | 78.004 $ | +8.072 $ | +11,5 % | |||
| Founders Capital Management | 76.945 $ | +14.351 $ | +22,9 % | 62.594 $ | +4.963 $ | +8,6 % | 57.631 $ | +5.964 $ | +11,5 % | |||
| SITTNER & NELSON, LLC | 71.939 $ | -4.145 $ | -5,4 % | 76.084 $ | ||||||||
| PROSPERITY BANCSHARES INC | 64.788 $ | -10.853 $ | -14,3 % | 75.641 $ | +5.997 $ | +8,6 % | 69.644 $ | |||||
| TIAA Wealth Investment Management LLC | 75.454 $ | |||||||||||
| Center for Financial Planning, Inc. | 64.184 $ | -10.752 $ | -14,3 % | 74.936 $ | +3.668 $ | +5,1 % | 71.268 $ | +9.413 $ | +15,2 % | |||
| Quattro Advisors LLC | 73.540 $ | |||||||||||
| Valued Wealth Advisors LLC | 62.749 $ | -10.512 $ | -14,3 % | 73.261 $ | +5.484 $ | +8,1 % | 67.777 $ | +6.650 $ | +10,9 % | |||
| Mizuho Securities Co. Ltd. | 73.173 $ | |||||||||||
| Missouri Trust & Investment Co | 70.528 $ | -2.525 $ | -3,5 % | 73.053 $ | +283 $ | +0,4 % | ||||||
| SOUTHERN MICHIGAN BANK & TRUST | 72.555 $ | +13.582 $ | +23,0 % | 58.973 $ | -9.880 $ | -14,3 % | 68.853 $ | |||||
| Your Advocates Ltd., LLP | 39.718 $ | -32.309 $ | -44,9 % | 72.027 $ | +4.656 $ | +6,9 % | 67.371 $ | +6.972 $ | +11,5 % | |||
| Costello Asset Management, INC | 60.782 $ | -10.179 $ | -14,3 % | 70.961 $ | +5.628 $ | +8,6 % | 65.333 $ | +39.229 $ | +150,3 % | |||
| MANNING & NAPIER ADVISORS LLC | 59.728 $ | -10.007 $ | -14,4 % | 69.735 $ | +5.530 $ | +8,6 % | 64.205 $ | |||||
| SOA Wealth Advisors, LLC. | 60.986 $ | -8.682 $ | -12,5 % | 69.668 $ | +5.054 $ | +7,8 % | 64.614 $ | +17.788 $ | +38,0 % | |||
| Pingora Partners LLC | 59.200 $ | -9.917 $ | -14,3 % | 69.117 $ | +5.480 $ | +8,6 % | 63.637 $ | +6.585 $ | +11,5 % | |||
| True Wealth Design, LLC | 60.557 $ | +2.062 $ | +3,5 % | 58.495 $ | -9.781 $ | -14,3 % | 68.276 $ | +5.424 $ | +8,6 % | 62.852 $ | +6.565 $ | +11,7 % |
| Knuff & Co LLC | 67.959 $ | |||||||||||
| HM PAYSON & CO | 57.464 $ | -9.626 $ | -14,3 % | 67.090 $ | +5.319 $ | +8,6 % | 61.771 $ | +6.392 $ | +11,5 % | |||
| Triumph Capital Management | 67.020 $ | +10.770 $ | +19,1 % | 56.250 $ | -9.417 $ | -14,3 % | 65.667 $ | +5.210 $ | +8,6 % | 60.457 $ | ||
| Truvestments Capital LLC | 56.935 $ | -9.978 $ | -14,9 % | 66.913 $ | +5.305 $ | +8,6 % | 61.608 $ | +8.049 $ | +15,0 % | |||
| Wellington Grp LLC | 66.032 $ | |||||||||||
| Abound Wealth Management | 65.940 $ | +373 $ | +0,6 % | 65.567 $ | +5.998 $ | +10,1 % | 59.569 $ | +58.622 $ | +6.190,3 % | |||
| eCIO, Inc. | 65.017 $ | |||||||||||
| IMA Advisory Services, Inc. | 65.015 $ | |||||||||||
| Addison Advisors LLC | 55.651 $ | -9.323 $ | -14,3 % | 64.974 $ | +5.151 $ | +8,6 % | 59.823 $ | |||||
| DUNCKER STREETT & CO INC | 55.651 $ | -8.706 $ | -13,5 % | 64.357 $ | +5.509 $ | +9,4 % | 58.848 $ | +6.090 $ | +11,5 % | |||
| Pacifica Partners Inc. | 47.474 $ | -9.011 $ | -16,0 % | 56.485 $ | -7.784 $ | -12,1 % | 64.269 $ | +4.814 $ | +8,1 % | 59.455 $ | +6.328 $ | +11,9 % |
| Magnolia Wealth Management, LLC | 63.299 $ | |||||||||||
| FIRST FINANCIAL CORP /IN/ | 55.842 $ | +1.852 $ | +3,4 % | 53.990 $ | -9.044 $ | -14,3 % | 63.034 $ | +4.997 $ | +8,6 % | 58.037 $ | +6.006 $ | +11,5 % |
| 1620 INVESTMENT ADVISORS, INC. | 53.461 $ | -8.956 $ | -14,3 % | 62.417 $ | +4.949 $ | +8,6 % | 57.468 $ | +5.947 $ | +11,5 % | |||
| Ritter Daniher Financial Advisory LLC / DE | 53.386 $ | -8.944 $ | -14,3 % | 62.330 $ | +4.942 $ | +8,6 % | 57.388 $ | |||||
| CHESAPEAKE ASSET MANAGEMENT LLC | 52.932 $ | -8.868 $ | -14,3 % | 61.800 $ | +4.900 $ | +8,6 % | 56.900 $ | +5.889 $ | +11,5 % | |||
| Stephens Consulting, LLC | 61.690 $ | +6.384 $ | +11,5 % | |||||||||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 52.479 $ | -8.792 $ | -14,3 % | 61.271 $ | +4.858 $ | +8,6 % | 56.413 $ | +5.838 $ | +11,5 % | |||
| DecisionPoint Financial, LLC | 760 $ | -60.362 $ | -98,8 % | 61.122 $ | ||||||||
| Frisco Financial Planning LLC | 60.959 $ | +6.309 $ | +11,5 % | |||||||||
| Privatperson | 50.000 $ | -10.000 $ | -16,7 % | 60.000 $ | ||||||||
| Financial Life Planners | 50.970 $ | -8.538 $ | -14,3 % | 59.508 $ | +10.388 $ | +21,1 % | ||||||
| Wilkerson Advisory Group LLC | 38.816 $ | +1.288 $ | +3,4 % | 37.528 $ | -6.288 $ | -14,4 % | 43.816 $ | -15.032 $ | -25,5 % | 58.848 $ | ||
| BASSO CAPITAL MANAGEMENT, L.P. | 57.040 $ | |||||||||||
| Nicht ausgewiesen | 56.819 $ | -775.306 $ | -93,2 % | |||||||||
| Annis Gardner Whiting Capital Advisors, LLC | 55.806 $ | |||||||||||
| Wilmington Savings Fund Society, FSB | 46.438 $ | -7.780 $ | -14,3 % | 54.218 $ | +13.633 $ | +33,6 % | 40.585 $ | +4.200 $ | +11,5 % | |||
| Dogwood Wealth Management LLC | 45.230 $ | -7.578 $ | -14,4 % | 52.808 $ | +4.187 $ | +8,6 % | 48.621 $ | +5.032 $ | +11,5 % | |||
| Cordant, Inc. | 52.706 $ | |||||||||||
| BROWN, LISLE/CUMMINGS, INC. | 49.594 $ | +5.421 $ | +12,3 % | 44.173 $ | ||||||||
| Cromwell Holdings LLC | 47.571 $ | -16.103 $ | -25,3 % | |||||||||
| GODSEY & GIBB, INC | 41.393 $ | +1.372 $ | +3,4 % | 40.021 $ | -6.704 $ | -14,3 % | 46.725 $ | +3.704 $ | +8,6 % | 43.021 $ | +4.452 $ | +11,5 % |
| Cresta Advisors, Ltd. | 45.780 $ | |||||||||||
| Fairman Group, LLC | 45.468 $ | +9.348 $ | +25,9 % | 36.120 $ | +24.277 $ | +205,0 % | 11.843 $ | |||||
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | 38.888 $ | -6.515 $ | -14,3 % | 45.403 $ | +3.600 $ | +8,6 % | 41.803 $ | |||||
| MidFirst Bank | 38.888 $ | -6.514 $ | -14,3 % | 45.402 $ | +3.599 $ | +8,6 % | 41.803 $ | |||||
| Investors Portfolio Services LLC | 38.511 $ | -6.451 $ | -14,3 % | 44.962 $ | ||||||||
| VESTOR CAPITAL, LLC | 44.000 $ | -1.000 $ | -2,2 % | |||||||||
| Kohmann Bosshard Financial Services, LLC | 42.454 $ | |||||||||||
| ISLAY CAPITAL MANAGEMENT, LLC | 42.135 $ | |||||||||||
| Providence Capital Advisors, LLC | 41.733 $ | |||||||||||
| Strive Financial Group ,LLC | 41.531 $ | +27.531 $ | +196,7 % | 14.000 $ | +9.373 $ | +202,6 % | 4.627 $ | |||||
| Aventura Private Wealth, LLC | 40.624 $ | +21.317 $ | +110,4 % | 19.307 $ | +1.531 $ | +8,6 % | 17.776 $ | +1.839 $ | +11,5 % | |||
| Hamrick Investment Counsel, llc | 27.939 $ | -12.341 $ | -30,6 % | 40.280 $ | +3.753 $ | +10,3 % | 36.527 $ | |||||
| Smallwood Wealth Investment Management, LLC | 34.281 $ | -5.743 $ | -14,3 % | 40.024 $ | +3.173 $ | +8,6 % | 36.851 $ | +3.814 $ | +11,5 % | |||
| Fourth Dimension Wealth, LLC | 36.245 $ | -3.339 $ | -8,4 % | 39.584 $ | +3.138 $ | +8,6 % | 36.446 $ | +5.227 $ | +16,7 % | |||
| Capital Advisor Network LLC | 37.453 $ | -1.690 $ | -4,3 % | 39.143 $ | ||||||||
| Lodestone Wealth Management LLC | 39.050 $ | |||||||||||
| Byrne Asset Management LLC | 31.388 $ | -1.836 $ | -5,5 % | 33.224 $ | -5.566 $ | -14,3 % | 38.790 $ | |||||
| Advisors Preferred, LLC | 38.714 $ | +33.057 $ | +584,4 % | 5.657 $ | ||||||||
| Salomon & Ludwin, LLC | 33.270 $ | -5.248 $ | -13,6 % | 38.518 $ | +1.853 $ | +5,1 % | 36.665 $ | +4.595 $ | +14,3 % | |||
| Dunhill Financial, LLC | 28.467 $ | +9.249 $ | +48,1 % | 19.218 $ | -18.649 $ | -49,2 % | 37.867 $ | +3.520 $ | +10,2 % | |||
| Miller Global Investments, LLC | 37.488 $ | +1.243 $ | +3,4 % | 36.245 $ | ||||||||
| DHJJ Financial Advisors, Ltd. | 6.721 $ | -30.307 $ | -81,8 % | 37.028 $ | ||||||||
| Dynamic Wealth Strategies, LLC | 29.678 $ | +984 $ | +3,4 % | 28.694 $ | -4.807 $ | -14,3 % | 33.501 $ | -2.701 $ | -7,5 % | 36.202 $ | +3.747 $ | +11,5 % |
| Clarity Asset Management, Inc. | 35.440 $ | +12.156 $ | +52,2 % | |||||||||
| SRH ADVISORS, LLC | 30.204 $ | -5.060 $ | -14,3 % | 35.264 $ | +2.796 $ | +8,6 % | 32.468 $ | +3.360 $ | +11,5 % | |||
| MTM Investment Management, LLC | 30.204 $ | -5.060 $ | -14,3 % | 35.264 $ | +2.796 $ | +8,6 % | 32.468 $ | +3.360 $ | +11,5 % | |||
| GHP Investment Advisors, Inc. | 20.697 $ | +686 $ | +3,4 % | 20.011 $ | -15.253 $ | -43,3 % | 35.264 $ | |||||
| Bangor Savings Bank | 34.911 $ | +16.260 $ | +87,2 % | 18.651 $ | -3.125 $ | -14,4 % | 21.776 $ | +1.727 $ | +8,6 % | 20.049 $ | +2.075 $ | +11,5 % |
| TRUST CO OF TOLEDO NA /OH/ | 29.990 $ | +994 $ | +3,4 % | 28.996 $ | -4.857 $ | -14,3 % | 33.853 $ | +2.684 $ | +8,6 % | 31.169 $ | +3.225 $ | +11,5 % |
| Trust Co | 33.271 $ | +1.104 $ | +3,4 % | 32.167 $ | +3.427 $ | +11,9 % | 28.740 $ | +2.279 $ | +8,6 % | 26.461 $ | +2.738 $ | +11,5 % |
| Dakota Community Bank & Trust NA | 29.288 $ | +972 $ | +3,4 % | 28.316 $ | -4.744 $ | -14,3 % | 33.060 $ | +2.621 $ | +8,6 % | 30.439 $ | ||
| OLD SECOND NATIONAL BANK OF AURORA | 28.316 $ | -4.744 $ | -14,3 % | 33.060 $ | +2.621 $ | +8,6 % | 30.439 $ | +3.150 $ | +11,5 % | |||
| Hickory Point Bank & Trust | 32.880 $ | +21.176 $ | +180,9 % | 11.704 $ | -1.961 $ | -14,4 % | 13.665 $ | |||||
| Gold Investment Management Ltd. | 32.732 $ | +1.095 $ | +3,5 % | 31.637 $ | ||||||||
| Mountain Hill Investment Partners Corp. | 32.468 $ | +3.360 $ | +11,5 % | |||||||||
| Murphy & Mullick Capital Management Corp | 27.788 $ | -4.655 $ | -14,3 % | 32.443 $ | +2.572 $ | +8,6 % | 29.871 $ | +3.092 $ | +11,5 % | |||
| Key Capital Management, INC | 15.782 $ | +2.029 $ | +14,8 % | 13.753 $ | -18.147 $ | -56,9 % | 31.900 $ | |||||
| GABLES CAPITAL MANAGEMENT INC. | 26.806 $ | -4.491 $ | -14,3 % | 31.297 $ | +2.482 $ | +8,6 % | 28.815 $ | +19.355 $ | +204,6 % | |||
| Front Row Advisors LLC | 28.763 $ | -2.093 $ | -6,8 % | 30.856 $ | +2.446 $ | +8,6 % | 28.410 $ | +2.940 $ | +11,5 % | |||
| Silver Grove Financial Group, Inc. | 30.808 $ | +20.405 $ | +196,1 % | 10.403 $ | ||||||||
| Team Financial Group, LLC | 30.239 $ | +2.398 $ | +8,6 % | 27.841 $ | -8.180 $ | -22,7 % | ||||||
| Longview Financial Advisors, Inc. | 29.357 $ | |||||||||||
| Compass Financial Services Inc | 29.140 $ | +3.016 $ | +11,5 % | |||||||||
| Motiv8 Investments LLC | 29.000 $ | |||||||||||
| VALLEY NATIONAL ADVISERS INC | 28.770 $ | +6.770 $ | +30,8 % | 22.000 $ | +2.000 $ | +10,0 % | 20.000 $ | +0 $ | +0,0 % | |||
| Monetary Solutions, Ltd | 24.616 $ | -4.124 $ | -14,3 % | 28.740 $ | +2.279 $ | +8,6 % | 26.461 $ | |||||
| Harborfront Financial Group LLC | 27.713 $ | |||||||||||
| Godfrey Financial Associates, Inc. | 23.559 $ | -3.947 $ | -14,3 % | 27.506 $ | +2.181 $ | +8,6 % | 25.325 $ | |||||
| CHELSEA COUNSEL CO | 23.333 $ | -3.909 $ | -14,3 % | 27.242 $ | +2.160 $ | +8,6 % | 25.082 $ | +2.596 $ | +11,5 % | |||
| Signature Equity Partners, LLC | 19.406 $ | -342 $ | -1,7 % | 19.748 $ | -7.444 $ | -27,4 % | 27.192 $ | |||||
| Fairway Wealth LLC | 26.894 $ | +446 $ | +1,7 % | 26.448 $ | +22.552 $ | +578,9 % | 3.896 $ | |||||
| Institute for Wealth Management, LLC. | 26.807 $ | |||||||||||
| ARVEST INVESTMENTS, INC. | 26.467 $ | |||||||||||
| Intesa Sanpaolo Wealth Management | 22.650 $ | -3.798 $ | -14,4 % | 26.448 $ | +2.100 $ | +8,6 % | 24.348 $ | |||||
| Merkkuri Wealth Advisors LLC | 26.095 $ | |||||||||||
| Sunrise Financial Services, LLC | 14.761 $ | -7.212 $ | -32,8 % | 21.973 $ | -3.682 $ | -14,4 % | 25.655 $ | +2.035 $ | +8,6 % | 23.620 $ | ||
| Innovative Advisory Group, LLC | 25.487 $ | +2.637 $ | +11,5 % | |||||||||
| Ankerstar Wealth, LLC | 21.445 $ | -3.592 $ | -14,3 % | 25.037 $ | +1.985 $ | +8,6 % | 23.052 $ | |||||
| Darwin Wealth Management, LLC | 24.487 $ | |||||||||||
| Meramec Financial Planners, LLC | 19.656 $ | -3.530 $ | -15,2 % | 23.186 $ | -684 $ | -2,9 % | 23.870 $ | |||||
| ELEVATION WEALTH PARTNERS, LLC | 23.691 $ | +11.835 $ | +99,8 % | 11.856 $ | -7.187 $ | -37,7 % | 19.043 $ | |||||
| Wall Street Financial Group, Inc. | 23.539 $ | |||||||||||
| Brooklyn FI, LLC | 23.307 $ | |||||||||||
| Litman Gregory Wealth Management LLC | 23.296 $ | |||||||||||
| Measured Wealth Private Client Group, LLC | 18.726 $ | -3.138 $ | -14,4 % | 21.864 $ | -1.026 $ | -4,5 % | 22.890 $ | -7.746 $ | -25,3 % | |||
| FIDUCIARY ADVISORS, INC. | 19.994 $ | +663 $ | +3,4 % | 19.331 $ | -3.238 $ | -14,3 % | 22.569 $ | +1.789 $ | +8,6 % | 20.780 $ | ||
| Woodside Wealth Management LLC | 22.403 $ | +2.318 $ | +11,5 % | |||||||||
| GoalVest Advisory LLC | 22.040 $ | +1.747 $ | +8,6 % | 20.293 $ | +2.100 $ | +11,5 % | ||||||
| Moisand Fitzgerald Tamayo, LLC | 21.868 $ | +4.091 $ | +23,0 % | 17.777 $ | ||||||||
| Millstone Evans Group, LLC | 18.349 $ | -3.074 $ | -14,3 % | 21.423 $ | +1.699 $ | +8,6 % | 19.724 $ | +2.041 $ | +11,5 % | |||
| YANKCOM Partnership | 20.852 $ | +14.509 $ | +228,7 % | 6.343 $ | -1.062 $ | -14,3 % | 7.405 $ | +587 $ | +8,6 % | 6.818 $ | ||
| GK Wealth Management LLC | 20.783 $ | |||||||||||
| KELLEHER FINANCIAL ADVISORS | 20.766 $ | |||||||||||
| Main Management LLC | 19 $ | -3 $ | -13,6 % | 22 $ | -19.978 $ | -99,9 % | 20.000 $ | +19.982 $ | +111.011,1 % | |||
| Napier Financial, LLC | 16.688 $ | -2.795 $ | -14,3 % | 19.483 $ | ||||||||
| ATWOOD & PALMER INC | 15.620 $ | -464 $ | -2,9 % | 16.084 $ | -1.548 $ | -8,8 % | 17.632 $ | +1.398 $ | +8,6 % | 16.234 $ | +1.680 $ | +11,5 % |
| POM Investment Strategies, LLC | 10.895 $ | -6.394 $ | -37,0 % | 17.289 $ | ||||||||
| DELTA ASSET MANAGEMENT LLC/TN | 14.347 $ | -2.403 $ | -14,3 % | 16.750 $ | +1.328 $ | +8,6 % | 15.422 $ | +1.232 $ | +8,7 % | |||
| Parvin Asset Management, LLC | 16.612 $ | |||||||||||
| UMB Private Wealth Management, LLC | 16.557 $ | |||||||||||
| Fort Vancouver Investment Management, LLC | 13.668 $ | -2.289 $ | -14,3 % | 15.957 $ | ||||||||
| Anfield Capital Management, LLC | 15.957 $ | |||||||||||
| VSM Wealth Advisory, LLC | 13.441 $ | -2.251 $ | -14,3 % | 15.692 $ | +1.244 $ | +8,6 % | 14.448 $ | +1.495 $ | +11,5 % | |||
| HOEY INVESTMENTS, INC | 13.215 $ | -2.213 $ | -14,3 % | 15.428 $ | +1.223 $ | +8,6 % | 14.205 $ | +1.470 $ | +11,5 % | |||
| GILPIN WEALTH MANAGEMENT, LLC | 15.308 $ | +508 $ | +3,4 % | 14.800 $ | +9.774 $ | +194,5 % | 5.026 $ | +3.240 $ | +181,4 % | 1.786 $ | ||
| Concord Wealth Partners | 15.125 $ | +27 $ | +0,2 % | 15.098 $ | +1.563 $ | +11,5 % | ||||||
| Hurley Capital, LLC | 8.382 $ | -5.954 $ | -41,5 % | 14.336 $ | +618 $ | +4,5 % | 13.718 $ | |||||
| Oakmont Advisory Group, LLC | 14.163 $ | |||||||||||
| Osbon Capital Management LLC | 11.855 $ | -1.986 $ | -14,3 % | 13.841 $ | +1.097 $ | +8,6 % | 12.744 $ | |||||
| Tower Research Capital LLC (TRC) | 13.818 $ | +12.508 $ | +954,8 % | |||||||||
| Ascentis Wealth Management, LLC | 4.002 $ | -9.486 $ | -70,3 % | 13.488 $ | +9.186 $ | +213,5 % | 4.302 $ | +446 $ | +11,6 % | |||
| United Financial Planning Group LLC | 11.478 $ | -1.922 $ | -14,3 % | 13.400 $ | +1.062 $ | +8,6 % | 12.338 $ | -3.380 $ | -21,5 % | |||
| TUCKER ASSET MANAGEMENT LLC | 12.581 $ | |||||||||||
| LOUISBOURG INVESTMENTS INC. | 10.936 $ | +366 $ | +3,5 % | 10.570 $ | -1.772 $ | -14,4 % | 12.342 $ | +980 $ | +8,6 % | 11.362 $ | +448 $ | +4,1 % |
| Garton & Associates Financial Advisors LLC | 12.176 $ | |||||||||||
| Go Invest LLC | 11.957 $ | +458 $ | +4,0 % | 11.499 $ | +4.133 $ | +56,1 % | 7.366 $ | |||||
| Sawyer & Company, Inc | 10.544 $ | +350 $ | +3,4 % | 10.194 $ | -1.708 $ | -14,4 % | 11.902 $ | +944 $ | +8,6 % | 10.958 $ | ||
| Kozak & Associates, Inc. | 9.799 $ | -1.709 $ | -14,9 % | 11.508 $ | +3.783 $ | +49,0 % | 7.725 $ | |||||
| TD Capital Management LLC | 9.816 $ | -1.645 $ | -14,4 % | 11.461 $ | +909 $ | +8,6 % | 10.552 $ | +1.092 $ | +11,5 % | |||
| Ravenstone Capital Management Inc. | 11.325 $ | |||||||||||
| Miller Capital Partners, Inc. | 9.439 $ | -1.581 $ | -14,3 % | 11.020 $ | +873 $ | +8,6 % | 10.147 $ | |||||
| TOTH FINANCIAL ADVISORY CORP | 2.031 $ | -8.901 $ | -81,4 % | 10.932 $ | +2.165 $ | +24,7 % | 8.767 $ | |||||
| Bare Financial Services, Inc | 9.363 $ | -1.569 $ | -14,4 % | 10.932 $ | +867 $ | +8,6 % | 10.065 $ | +1.042 $ | +11,5 % | |||
| Inspire Investing, LLC | 9.137 $ | -1.530 $ | -14,3 % | 10.667 $ | +845 $ | +8,6 % | 9.822 $ | |||||
| Anchor Investment Management, LLC | 10.194 $ | +9.312 $ | +1.055,8 % | 882 $ | +70 $ | +8,6 % | 812 $ | +84 $ | +11,5 % | |||
| Laurel Wealth Advisors LLC | 10.147 $ | |||||||||||
| Bank of New Hampshire | 10.075 $ | |||||||||||
| Markowski Investments | 9.816 $ | |||||||||||
| Privatperson | 8.552 $ | |||||||||||
| Hilton Head Capital Partners, LLC | 8.463 $ | +4.973 $ | +142,5 % | 3.490 $ | ||||||||
| Commonwealth Retirement Investments LLC | 8.457 $ | |||||||||||
| Holos Integrated Wealth LLC | 7.350 $ | -1.054 $ | -12,5 % | 8.404 $ | -197.400 $ | -95,9 % | ||||||
| Ransom Advisory, Ltd | 8.036 $ | |||||||||||
| Russell Investments Group, Ltd. | 7.778 $ | +7.690 $ | +8.738,6 % | 88 $ | ||||||||
| VALLEY WEALTH MANAGERS, INC. | 6.656 $ | |||||||||||
| WOLFF WIESE MAGANA LLC | 5.858 $ | +194 $ | +3,4 % | 5.664 $ | -948 $ | -14,3 % | 6.612 $ | +524 $ | +8,6 % | 6.088 $ | +630 $ | +11,5 % |
| Ares Financial Consulting, LLC | 5.545 $ | +184 $ | +3,4 % | 5.361 $ | -1.006 $ | -15,8 % | 6.367 $ | +604 $ | +10,5 % | 5.763 $ | ||
| Tower View Wealth Management LLC | 6.117 $ | |||||||||||
| Farmers & Merchants Trust Co of Chambersburg PA | 6.000 $ | +0 $ | +0,0 % | 6.000 $ | ||||||||
| CHILTON CAPITAL MANAGEMENT LLC | 5.060 $ | -847 $ | -14,3 % | 5.907 $ | +468 $ | +8,6 % | 5.439 $ | +563 $ | +11,5 % | |||
| MCGUIRE CAPITAL ADVISORS INC | 4.984 $ | -835 $ | -14,3 % | 5.819 $ | +462 $ | +8,6 % | 5.357 $ | |||||
| Bear Mountain Capital, Inc. | 4.805 $ | -901 $ | -15,8 % | 5.706 $ | +243 $ | +4,4 % | 5.463 $ | +588 $ | +12,1 % | |||
| Frazier Financial Advisors, LLC | 5.682 $ | +588 $ | +11,5 % | |||||||||
| COUNTRY TRUST BANK | 5.663 $ | |||||||||||
| Park Place Capital Corp | 1.284 $ | -215 $ | -14,3 % | 1.499 $ | -3.615 $ | -70,7 % | 5.114 $ | -40.586 $ | -88,8 % | |||
| Olistico Wealth, LLC | 4.304 $ | -721 $ | -14,3 % | 5.025 $ | +398 $ | +8,6 % | 4.627 $ | |||||
| Rydar Equities, Inc. | 5.009 $ | |||||||||||
| CKW FINANCIAL GROUP | 5.000 $ | +4.000 $ | +400,0 % | 1.000 $ | +0 $ | +0,0 % | 1.000 $ | +0 $ | +0,0 % | |||
| SWAN Capital LLC | 4.937 $ | |||||||||||
| Bullock Wealth Management Group | 4.316 $ | +138 $ | +3,3 % | 4.178 $ | -754 $ | -15,3 % | 4.932 $ | +468 $ | +10,5 % | 4.464 $ | +456 $ | +11,4 % |
| JDM Financial Group LLC | 4.153 $ | -696 $ | -14,4 % | 4.849 $ | +385 $ | +8,6 % | 4.464 $ | +462 $ | +11,5 % | |||
| Robinswood Financial LLC | 3.171 $ | -1.677 $ | -34,6 % | 4.848 $ | +1.439 $ | +42,2 % | 3.409 $ | +353 $ | +11,6 % | |||
| ST GERMAIN D J CO INC | 3.851 $ | -645 $ | -14,3 % | 4.496 $ | +3.469 $ | +337,8 % | 1.027 $ | +954 $ | +1.306,8 % | |||
| Wealth Science Advisors LLC | 4.464 $ | |||||||||||
| CFG Wealth Management Services, Inc. | 3.924 $ | -484 $ | -11,0 % | 4.408 $ | +349 $ | +8,6 % | 4.059 $ | |||||
| Richard W. Paul & Associates, LLC | 4.322 $ | +2.034 $ | +88,9 % | 2.288 $ | -76 $ | -3,2 % | 2.364 $ | -177 $ | -7,0 % | |||
| Solstein Capital, LLC | 3.700 $ | -620 $ | -14,4 % | 4.320 $ | +3.265 $ | +309,5 % | 1.055 $ | +109 $ | +11,5 % | |||
| Axiom Investment Management LLC | 3.549 $ | -595 $ | -14,4 % | 4.144 $ | ||||||||
| Legacy Wealth Managment, LLC/ID | 3.615 $ | +1.991 $ | +122,6 % | 1.624 $ | +168 $ | +11,5 % | ||||||
| ESL Trust Services, LLC | 3.096 $ | -519 $ | -14,4 % | 3.615 $ | +287 $ | +8,6 % | 3.328 $ | |||||
| Creative Capital Management Investments LLC | 3.020 $ | -506 $ | -14,4 % | 3.526 $ | +279 $ | +8,6 % | 3.247 $ | +336 $ | +11,5 % | |||
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 1.963 $ | -1.387 $ | -41,4 % | 3.350 $ | +266 $ | +8,6 % | 3.084 $ | +319 $ | +11,5 % | |||
| PITTENGER & ANDERSON INC | 3.323 $ | |||||||||||
| Investment Research & Advisory Group, Inc. | 3.171 $ | |||||||||||
| Polaris Financial Partners | 3.000 $ | |||||||||||
| Wiser Advisor Group LLC | 2.039 $ | -341 $ | -14,3 % | 2.380 $ | +188 $ | +8,6 % | 2.192 $ | +227 $ | +11,6 % | |||
| 3 FACTOR INDEXING, LLC | 1.953 $ | +65 $ | +3,4 % | 1.888 $ | -316 $ | -14,3 % | 2.204 $ | |||||
| EXCHANGE TRADED CONCEPTS, LLC | 2.192 $ | -2.393 $ | -52,2 % | |||||||||
| Clark Wealth Partners | 1.867 $ | +0 $ | +0,0 % | |||||||||
| FINANCIAL CONSULATE, INC | 1.737 $ | |||||||||||
| ALERUS FINANCIAL NA | 906 $ | -240 $ | -20,9 % | 1.146 $ | +90 $ | +8,5 % | 1.056 $ | +182 $ | +20,8 % | |||
| Merrithew & Thorsten Inc | 1.000 $ | +0 $ | +0,0 % | 1.000 $ | +0 $ | +0,0 % | 1.000 $ | |||||
| Pacific Center for Financial Services | 860 $ | +29 $ | +3,5 % | 831 $ | -139 $ | -14,3 % | 970 $ | |||||
| Roxbury Financial LLC | 781 $ | +26 $ | +3,4 % | 755 $ | -127 $ | -14,4 % | 882 $ | +70 $ | +8,6 % | 812 $ | +84 $ | +11,5 % |
| Trifecta Capital Advisors, LLC | 781 $ | +25 $ | +3,3 % | 756 $ | -126 $ | -14,3 % | 882 $ | -16.219 $ | -94,8 % | |||
| CURIO WEALTH, LLC | 617 $ | |||||||||||
| Johnson Financial Group, Inc. | 529 $ | |||||||||||
| GPS Wealth Strategies Group, LLC | 487 $ | -116.382 $ | -99,6 % | |||||||||
| Newton One Investments LLC | 469 $ | |||||||||||
| Alken Asset Management Ltd | 410 $ | +0 $ | +0,0 % | 410 $ | +0 $ | +0,0 % | 410 $ | +0 $ | +0,0 % | 410 $ | +0 $ | +0,0 % |
| Quaker Wealth Management, LLC | 406 $ | |||||||||||
| Total | 2.479.224.878 $ | +241.249.363 $ | +257,6 % | 32.059.335.811 $ | -5.788.866.559 $ | +10,9 % | 37.771.835.951 $ | -392.551.874 $ | +48,8 % | 38.405.558.143 $ | +3.432.789.658 $ | +105,4 % |
Not investment advice, no individual recommendation.
The figures shown here are an aggregated evaluation of publicly available
regulatory filings and public registers and do not constitute an assessment or
recommendation regarding individual securities, funds, or issuers.
Conflicts of interest: The operator may receive affiliate compensation via linked providers (e.g. brokers) and may hold positions in the securities discussed. Methodology: Calculation basis.
Conflicts of interest: The operator may receive affiliate compensation via linked providers (e.g. brokers) and may hold positions in the securities discussed. Methodology: Calculation basis.
Not investment advice, no individual recommendation.
Aggregated evaluation of public regulatory filings, no assessment of individual
securities. The operator may receive affiliate compensation via linked providers
and may hold positions.
Legal notices.