| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 954.734.266 $ | +11.681.598 $ | +5,4 % | 12.886.264.924 $ | +1.167.064.669 $ | +34,1 % | 11.382.616.506 $ | +143.929.631 $ | +130,6 % | 11.190.271.077 $ | +170.768.312 $ | +48,3 % |
| GOLDMAN SACHS GROUP INC | 2.283.587.160 $ | +237.454.772 $ | +11,6 % | 2.046.132.388 $ | -38.916.003 $ | -1,9 % | 2.085.048.391 $ | +129.531.432 $ | +6,6 % | |||
| BANK OF AMERICA CORP /DE/ | 710.503.220 $ | +82.436.163 $ | +13,1 % | 628.067.057 $ | +8.524.219 $ | +1,4 % | 619.542.838 $ | -2.322.128 $ | -0,4 % | |||
| AMERIPRISE FINANCIAL INC | 631.293.553 $ | +76.921.669 $ | +13,9 % | 554.371.884 $ | -21.627.721 $ | -3,8 % | 575.999.605 $ | +10.265.307 $ | +1,8 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 468.506.937 $ | +40.905.001 $ | +9,6 % | 427.601.936 $ | +140.584.705 $ | +49,0 % | 287.017.231 $ | -136.518.736 $ | -32,2 % | |||
| LPL Financial LLC | 372.251.656 $ | +43.646.145 $ | +13,3 % | 328.605.511 $ | +12.252.858 $ | +3,9 % | 316.352.653 $ | +22.988.117 $ | +7,8 % | |||
| MORGAN STANLEY | 346.214.802 $ | +26.244.717 $ | +8,2 % | 319.970.085 $ | +14.899.499 $ | +4,9 % | 305.070.586 $ | +25.925.945 $ | +9,3 % | |||
| PNC FINANCIAL SERVICES GROUP, INC. | 313.086.397 $ | +26.939.147 $ | +9,4 % | 286.147.250 $ | +3.415.859 $ | +1,2 % | 282.731.391 $ | +18.192.661 $ | +6,9 % | |||
| Waverly Advisors, LLC | 272.818.345 $ | +16.971.644 $ | +6,6 % | 255.846.701 $ | -20.931.810 $ | -7,6 % | 276.778.511 $ | +11.978.308 $ | +4,5 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 256.992.331 $ | +11.956.185 $ | +4,9 % | 245.036.146 $ | +4.669.857 $ | +1,9 % | 240.366.289 $ | +16.343.693 $ | +7,3 % | |||
| SUMITOMO LIFE INSURANCE CO | 255.200.000 $ | |||||||||||
| COLDSTREAM CAPITAL MANAGEMENT INC | 214.027.385 $ | -37.926.726 $ | -15,1 % | 251.954.111 $ | +17.991.285 $ | +7,7 % | 233.962.826 $ | +15.739.232 $ | +7,2 % | |||
| WELLS FARGO & COMPANY/MN | 244.187.165 $ | +37.330.566 $ | +18,0 % | 206.856.599 $ | +13.974.230 $ | +7,2 % | 192.882.369 $ | +2.981.230 $ | +1,6 % | |||
| JPMORGAN CHASE & CO | 238.396.696 $ | +30.518.368 $ | +14,7 % | 207.878.328 $ | -2.724.932 $ | -1,3 % | 210.603.260 $ | -252.114.124 $ | -54,5 % | |||
| Mariner, LLC | 173.459.311 $ | -6.132.256 $ | -3,4 % | 179.591.567 $ | -8.973.017 $ | -4,8 % | 188.564.584 $ | +11.347.174 $ | +6,4 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 173.245.598 $ | +27.613.646 $ | +19,0 % | 145.631.952 $ | -22.923.770 $ | -13,6 % | 168.555.722 $ | +9.490.722 $ | +6,0 % | |||
| Dynasty Wealth Management, LLC | 167.182.338 $ | +19.587.553 $ | +13,3 % | 147.594.785 $ | +607.046 $ | +0,4 % | 146.987.739 $ | -19.167.053 $ | -11,5 % | |||
| Quotient Wealth Partners, LLC | 161.618.024 $ | +18.505.090 $ | +12,9 % | 143.112.934 $ | -417.168 $ | -0,3 % | 143.530.102 $ | -16.709.684 $ | -10,4 % | |||
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 160.458.490 $ | +8.359.657 $ | +5,5 % | 152.098.833 $ | +9.726.500 $ | +6,8 % | 142.372.333 $ | +10.283.810 $ | +7,8 % | |||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 148.001.354 $ | +4.787.092 $ | +3,3 % | 143.214.262 $ | -3.503.461 $ | -2,4 % | 146.717.723 $ | -4.965.658 $ | -3,3 % | |||
| RAYMOND JAMES FINANCIAL INC | 147.183.678 $ | +13.912.324 $ | +10,4 % | 133.271.354 $ | +18.350.263 $ | +16,0 % | 114.921.091 $ | -9.524.885 $ | -7,7 % | |||
| Invesco Ltd. | 80.046.526 $ | -66.199.339 $ | -45,3 % | 146.245.865 $ | +2.111.144 $ | +1,5 % | 144.134.721 $ | +2.232.376 $ | +1,6 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 59.141.482 $ | +690.959 $ | +1,2 % | 58.450.523 $ | +9.719.583 $ | +19,9 % | 48.730.940 $ | -86.691.453 $ | -64,0 % | 135.422.393 $ | +1.301.668 $ | +1,0 % |
| NorthRock Partners, LLC | 133.558.314 $ | +2.682.355 $ | +2,0 % | 130.875.959 $ | +18.457.491 $ | +16,4 % | 112.418.468 $ | +41.355.910 $ | +58,2 % | |||
| SCHARF INVESTMENTS, LLC | 131.050.008 $ | +15.565.753 $ | +13,5 % | 115.484.255 $ | +6.603.174 $ | +6,1 % | 108.881.081 $ | +9.629.288 $ | +9,7 % | |||
| Cetera Investment Advisers | 128.712.212 $ | +18.836.502 $ | +17,1 % | 109.875.710 $ | +6.170.879 $ | +6,0 % | 103.704.831 $ | +2.602.150 $ | +2,6 % | |||
| Cambridge Investment Research Advisors, Inc. | 123.726.000 $ | +70.085.000 $ | +130,7 % | 53.641.000 $ | +15.136.000 $ | +39,3 % | 38.505.000 $ | +272.000 $ | +0,7 % | |||
| D.A. DAVIDSON & CO. | 117.560.739 $ | +17.306.885 $ | +17,3 % | 100.253.854 $ | +3.793.710 $ | +3,9 % | 96.460.144 $ | +7.313.671 $ | +8,2 % | |||
| OSAIC HOLDINGS, INC. | 113.247.663 $ | +18.900.587 $ | +20,0 % | 94.347.076 $ | +1.328.989 $ | +1,4 % | 93.018.087 $ | +5.551.913 $ | +6,3 % | |||
| Arbor Investment Advisors, LLC | 110.980.148 $ | +14.590.398 $ | +15,1 % | 96.389.750 $ | +1.241.602 $ | +1,3 % | 95.148.148 $ | +2.062.453 $ | +2,2 % | |||
| Linscomb Wealth, Inc. | 104.288.233 $ | +10.370.435 $ | +11,0 % | 93.917.798 $ | -5.992.847 $ | -6,0 % | 99.910.645 $ | +3.878.596 $ | +4,0 % | |||
| NORTHERN TRUST CORP | 99.165.963 $ | +10.845.197 $ | +12,3 % | 88.320.766 $ | +1.753.004 $ | +2,0 % | 86.567.762 $ | +4.083.918 $ | +5,0 % | |||
| Focus Partners Wealth | 86.783.538 $ | +4.805.058 $ | +5,9 % | 81.978.480 $ | +364.462 $ | +0,4 % | 81.614.018 $ | +64.210.212 $ | +368,9 % | |||
| CI INVESTMENTS INC. | 86.158.129 $ | |||||||||||
| ROYAL BANK OF CANADA | 85.393.000 $ | +9.927.000 $ | +13,2 % | 75.466.000 $ | +2.339.000 $ | +3,2 % | 73.127.000 $ | +1.262.000 $ | +1,8 % | |||
| UBS Group AG | 73.868.829 $ | +9.229.531 $ | +14,3 % | 64.639.298 $ | -19.750.089 $ | -23,4 % | 84.389.387 $ | -71.351 $ | -0,1 % | |||
| Berman McAleer LLC | 84.062.566 $ | -168.856 $ | -0,2 % | 84.231.422 $ | +9.536.187 $ | +12,8 % | 74.695.235 $ | +1.251.231 $ | +1,7 % | 73.444.004 $ | +3.092.374 $ | +4,4 % |
| Corient Private Wealth LP | 32.193.484 $ | -4.923.314 $ | -13,3 % | 37.116.798 $ | -35.477.349 $ | -48,9 % | 72.594.147 $ | +37.942.875 $ | +109,5 % | |||
| Pinnacle Financial Partners, Inc. | 69.808.853 $ | +9.215.017 $ | +15,2 % | 60.593.836 $ | +1.150.405 $ | +1,9 % | 59.443.431 $ | |||||
| RFG Advisory, LLC | 68.910.854 $ | +6.989.397 $ | +11,3 % | 61.921.457 $ | -4.964.647 $ | -7,4 % | 66.886.104 $ | -2.243.772 $ | -3,2 % | |||
| Allworth Financial LP | 61.811.243 $ | +1.717.448 $ | +2,9 % | 60.093.795 $ | +39.395.375 $ | +190,3 % | 20.698.420 $ | +486.403 $ | +2,4 % | |||
| Larson Financial Group LLC | 60.733.686 $ | +12.131.173 $ | +25,0 % | 48.602.513 $ | +7.740.689 $ | +18,9 % | 40.861.824 $ | +4.698.469 $ | +13,0 % | |||
| MML INVESTORS SERVICES, LLC | 35.981.103 $ | -21.121.543 $ | -37,0 % | 57.102.646 $ | -3.322.958 $ | -5,5 % | 60.425.604 $ | +6.253.639 $ | +11,5 % | |||
| FIRST INTERSTATE BANK | 6.106.069 $ | +261.306 $ | +4,5 % | 5.844.763 $ | -53.134.638 $ | -90,1 % | 58.979.401 $ | +2.158.539 $ | +3,8 % | |||
| Private Advisor Group, LLC | 54.025.919 $ | +43.669.364 $ | +421,7 % | 10.356.555 $ | +132.265 $ | +1,3 % | 10.224.290 $ | +106.923 $ | +1,1 % | |||
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 49.200.264 $ | +4.896.743 $ | +11,1 % | 44.303.521 $ | +206.791 $ | +0,5 % | 44.096.730 $ | +12.158.758 $ | +38,1 % | |||
| Jordan Park Group LLC | 46.028.873 $ | +3.738.448 $ | +8,8 % | 42.290.425 $ | +656.084 $ | +1,6 % | 41.634.341 $ | +265.815 $ | +0,6 % | |||
| Heartwood Wealth Advisors LLC | 43.589.677 $ | -715.827 $ | -1,6 % | 44.305.504 $ | +3.127.679 $ | +7,6 % | 41.177.825 $ | +2.818.517 $ | +7,3 % | 38.359.308 $ | +645.484 $ | +1,7 % |
| Garrett Wealth Advisory Group, LLC | 43.506.325 $ | +5.670.619 $ | +15,0 % | 37.835.706 $ | -171.552 $ | -0,5 % | 38.007.258 $ | +2.325.854 $ | +6,5 % | |||
| JONES FINANCIAL COMPANIES LLLP | 42.323.614 $ | +12.027.858 $ | +39,7 % | 30.295.756 $ | +5.498.854 $ | +22,2 % | 24.796.902 $ | +4.530.904 $ | +22,4 % | |||
| TRUIST FINANCIAL CORP | 41.924.898 $ | +6.705.385 $ | +19,0 % | 35.219.513 $ | +3.733.533 $ | +11,9 % | 31.485.980 $ | +2.149.919 $ | +7,3 % | |||
| FLOW TRADERS U.S. LLC | 4.428.000 $ | -37.408.000 $ | -89,4 % | 41.836.000 $ | +26.232.000 $ | +168,1 % | ||||||
| AlphaCore Capital LLC | 41.475.646 $ | +3.025.388 $ | +7,9 % | 38.450.258 $ | -3.365.833 $ | -8,0 % | 41.816.091 $ | -508.444 $ | -1,2 % | |||
| Verde Capital Management | 41.362.258 $ | +6.025.941 $ | +17,1 % | 35.336.317 $ | +3.301.644 $ | +10,3 % | 32.034.673 $ | +3.554.540 $ | +12,5 % | |||
| GRIMES & Co WEALTH MANAGEMENT, LLC | 40.304.008 $ | +4.103.685 $ | +11,3 % | 36.200.323 $ | -109.057 $ | -0,3 % | 36.309.380 $ | +806.924 $ | +2,3 % | |||
| US BANCORP \DE\ | 39.858.670 $ | +3.952.909 $ | +11,0 % | 35.905.761 $ | -323.611 $ | -0,9 % | 36.229.372 $ | -712.450 $ | -1,9 % | |||
| Equitable Holdings, Inc. | 39.667.223 $ | +5.887.268 $ | +17,4 % | 33.779.955 $ | +166.383 $ | +0,5 % | 33.613.572 $ | -823.876 $ | -2,4 % | |||
| HighTower Advisors, LLC | 39.185.974 $ | +5.107.079 $ | +15,0 % | 34.078.895 $ | -2.251.805 $ | -6,2 % | 36.330.700 $ | +1.228.601 $ | +3,5 % | |||
| Rockefeller Capital Management L.P. | 28.870.256 $ | +7.863.070 $ | +37,4 % | 21.007.186 $ | -18.120.835 $ | -46,3 % | 39.128.021 $ | +2.148.090 $ | +5,8 % | |||
| Penserra Capital Management LLC | 38.583.000 $ | +12.851.000 $ | +49,9 % | 25.732.000 $ | ||||||||
| Pathstone Holdings, LLC | 37.098.651 $ | +196.586 $ | +0,5 % | 36.902.065 $ | +609.278 $ | +1,7 % | 36.292.787 $ | +1.374.972 $ | +3,9 % | |||
| Blankinship & Foster, LLC | 35.638.451 $ | -424.865 $ | -1,2 % | 36.063.316 $ | +2.530.339 $ | +7,5 % | 33.532.977 $ | +17.901 $ | +0,1 % | 33.515.076 $ | +861.683 $ | +2,6 % |
| Pinnacle Financial Group, LLC / IL | 35.933.951 $ | +4.170.819 $ | +13,1 % | 31.763.132 $ | +308.722 $ | +1,0 % | 31.454.410 $ | +337.003 $ | +1,1 % | |||
| WCG Wealth Advisors LLC | 35.573.917 $ | +29.757.020 $ | +511,6 % | 5.816.897 $ | -83.987 $ | -1,4 % | 5.900.884 $ | +129.907 $ | +2,3 % | |||
| ROTHSCHILD INVESTMENT LLC | 35.469.358 $ | +4.907.162 $ | +16,1 % | 30.562.196 $ | +1.485.878 $ | +5,1 % | 29.076.318 $ | +1.131.925 $ | +4,1 % | |||
| Vestmark Advisory Solutions, Inc. | 17.925.341 $ | -16.744.435 $ | -48,3 % | 34.669.776 $ | +24.484.902 $ | +240,4 % | 10.184.874 $ | +631.055 $ | +6,6 % | |||
| Klingman & Associates, LLC | 33.243.587 $ | +60.877 $ | +0,2 % | 33.182.710 $ | +3.802.544 $ | +12,9 % | 29.380.166 $ | -2.598.872 $ | -8,1 % | 31.979.038 $ | +1.168.472 $ | +3,8 % |
| SACHEM HILL LLC | 33.052.816 $ | +259.410 $ | +0,8 % | 32.793.406 $ | +3.341.302 $ | +11,3 % | 29.452.104 $ | +680.004 $ | +2,4 % | 28.772.100 $ | +2.104.797 $ | +7,9 % |
| Charter Capital Management, LLC\DE | 32.660.636 $ | +4.372.501 $ | +15,5 % | 28.288.135 $ | +785.856 $ | +2,9 % | 27.502.279 $ | +1.533.132 $ | +5,9 % | |||
| Crumly & Associates Inc. | 31.464.203 $ | +2.418.376 $ | +8,3 % | 29.045.827 $ | +2.840.616 $ | +10,8 % | 26.205.211 $ | +7.397.922 $ | +39,3 % | 18.807.289 $ | +1.438.225 $ | +8,3 % |
| Charles Schwab Trust Co | 31.407.144 $ | +206.710 $ | +0,7 % | 31.200.434 $ | +902.055 $ | +3,0 % | 30.298.379 $ | -170.531 $ | -0,6 % | 30.468.910 $ | +829.279 $ | +2,8 % |
| SAXON INTERESTS, INC. | 31.086.868 $ | +7.149.331 $ | +29,9 % | 23.937.537 $ | -259.788 $ | -1,1 % | 24.197.325 $ | +232.207 $ | +1,0 % | |||
| Boulder Wealth Advisors, LLC | 30.540.295 $ | +4.382.492 $ | +16,8 % | 26.157.803 $ | +3.252.304 $ | +14,2 % | 22.905.499 $ | +2.103.971 $ | +10,1 % | |||
| NATIONAL BANK OF CANADA /FI/ | 30.086.893 $ | +3.334.288 $ | +12,5 % | 26.752.605 $ | -140.984 $ | -0,5 % | 26.893.589 $ | +25.143.268 $ | +1.436,5 % | |||
| BOYUM WEALTH ARCHITECTS LLC | 28.927.197 $ | -244.205 $ | -0,8 % | 29.171.402 $ | +2.322.736 $ | +8,7 % | 26.848.666 $ | +5.095.366 $ | +23,4 % | 21.753.300 $ | +4.542.375 $ | +26,4 % |
| AQR CAPITAL MANAGEMENT LLC | 29.017.404 $ | +9.128.059 $ | +45,9 % | 19.889.345 $ | +5.549.030 $ | +38,7 % | 14.340.315 $ | +2.823.422 $ | +24,5 % | |||
| Wharton Business Group, LLC | 26.746.471 $ | +3.217.695 $ | +13,7 % | 23.528.776 $ | +390.882 $ | +1,7 % | 23.137.894 $ | +843.261 $ | +3,8 % | |||
| Forvis Mazars Wealth Advisors, LLC | 25.162.202 $ | -462.076 $ | -1,8 % | 25.624.278 $ | +1.522.538 $ | +6,3 % | 24.101.740 $ | +19.102 $ | +0,1 % | 24.082.638 $ | +250.949 $ | +1,1 % |
| MERCER GLOBAL ADVISORS INC /ADV | 24.638.389 $ | +5.602.645 $ | +29,4 % | 19.035.744 $ | -4.412.619 $ | -18,8 % | 23.448.363 $ | +1.874.521 $ | +8,7 % | |||
| ACT WEALTH MANAGEMENT, LLC | 24.525.968 $ | +168.980 $ | +0,7 % | 24.356.988 $ | +2.357.586 $ | +10,7 % | 21.999.402 $ | +495.888 $ | +2,3 % | 21.503.514 $ | +829.160 $ | +4,0 % |
| Align Financial, LLC | 28.358 $ | +208 $ | +0,7 % | 28.150 $ | +3.387 $ | +13,7 % | 24.763 $ | -24.420.237 $ | -99,9 % | 24.445.000 $ | ||
| Breakwater Capital Group | 23.964.233 $ | -136.508 $ | -0,6 % | 24.100.741 $ | +2.718.572 $ | +12,7 % | 21.382.169 $ | +305.195 $ | +1,4 % | 21.076.974 $ | -1.992.488 $ | -8,6 % |
| Steward Partners Investment Advisory, LLC | 23.971.992 $ | +2.738.523 $ | +12,9 % | 21.233.469 $ | +387.298 $ | +1,9 % | 20.846.171 $ | +474.299 $ | +2,3 % | |||
| Cornerstone Wealth Management, LLC | 23.686.672 $ | +5.364.994 $ | +29,3 % | 18.321.678 $ | +2.087.718 $ | +12,9 % | 16.233.960 $ | +1.903.572 $ | +13,3 % | |||
| Pettinga Financial Advisors LLC | 22.115.384 $ | -1.073.994 $ | -4,6 % | 23.189.378 $ | +2.830.042 $ | +13,9 % | 20.359.336 $ | +2.801.435 $ | +16,0 % | 17.557.901 $ | +1.445.078 $ | +9,0 % |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 23.108.324 $ | +2.922.428 $ | +14,5 % | 20.185.896 $ | -197.578 $ | -1,0 % | 20.383.474 $ | +1.110.005 $ | +5,8 % | |||
| ELEVATION POINT WEALTH PARTNERS, LLC | 5.885.304 $ | -16.973.752 $ | -74,3 % | 22.859.056 $ | +22.221.554 $ | +3.485,7 % | 637.502 $ | |||||
| BOKF, NA | 22.404.482 $ | +1.955.760 $ | +9,6 % | 20.448.722 $ | +2.246.682 $ | +12,3 % | 18.202.040 $ | +1.225.867 $ | +7,2 % | |||
| Cerity Partners LLC | 21.063.973 $ | +3.439.227 $ | +19,5 % | 17.624.746 $ | +1.102.059 $ | +6,7 % | 16.522.687 $ | +607.759 $ | +3,8 % | |||
| CAPTRUST FINANCIAL ADVISORS | 20.825.968 $ | +1.465.555 $ | +7,6 % | 19.360.413 $ | +366.526 $ | +1,9 % | 18.993.887 $ | +2.060.277 $ | +12,2 % | |||
| Lido Advisors, LLC | 18.412.121 $ | +1.054.478 $ | +6,1 % | 17.357.643 $ | -2.506.510 $ | -12,6 % | 19.864.153 $ | +393.146 $ | +2,0 % | |||
| World Investment Advisors | 19.812.253 $ | -297 $ | -0,0 % | 19.812.550 $ | +4.213.179 $ | +27,0 % | 15.599.371 $ | +112.643 $ | +0,7 % | |||
| Goodman Advisory Group, LLC | 18.361.593 $ | -1.282.081 $ | -6,5 % | 19.643.674 $ | ||||||||
| McIlrath & Eck, LLC | 19.643.152 $ | -873.512 $ | -4,3 % | |||||||||
| Tulsa Wealth Advisors, INC | 19.488.465 $ | +1.339.479 $ | +7,4 % | 18.148.986 $ | ||||||||
| Montz Harcus Wealth Management LLC | 19.275.666 $ | +648.848 $ | +3,5 % | 18.626.818 $ | +2.849.716 $ | +18,1 % | 15.777.102 $ | +1.098.440 $ | +7,5 % | 14.678.662 $ | +699.018 $ | +5,0 % |
| Prasad Wealth Partners, LLC | 2.822.275 $ | -15.934.460 $ | -85,0 % | 18.756.735 $ | +727.097 $ | +4,0 % | 18.029.638 $ | +96.726 $ | +0,5 % | |||
| CX Institutional | 18.747.000 $ | +5.868.000 $ | +45,6 % | 12.879.000 $ | +1.239.000 $ | +10,6 % | 11.640.000 $ | +2.202.000 $ | +23,3 % | 9.438.000 $ | +190.000 $ | +2,1 % |
| BLAIR WILLIAM & CO/IL | 18.329.393 $ | +2.026.009 $ | +12,4 % | 16.303.384 $ | +1.512.578 $ | +10,2 % | 14.790.806 $ | +1.313.585 $ | +9,7 % | |||
| Odyssey Group, LLC | 18.309.772 $ | |||||||||||
| Valeo Financial Advisors, LLC | 2.181.605 $ | +52.872 $ | +2,5 % | 2.128.733 $ | +235.039 $ | +12,4 % | 1.893.694 $ | -16.370.037 $ | -89,6 % | 18.263.731 $ | +770.867 $ | +4,4 % |
| STIFEL FINANCIAL CORP | 18.062.504 $ | +2.455.547 $ | +15,7 % | 15.606.957 $ | +749.620 $ | +5,0 % | 14.857.337 $ | +5.067.363 $ | +51,8 % | |||
| Paradigm, Strategies in Wealth Management, LLC | 14.473.720 $ | -3.403.046 $ | -19,0 % | 17.876.766 $ | +1.019.397 $ | +6,0 % | 16.857.369 $ | -1.116.348 $ | -6,2 % | 17.973.717 $ | +876.646 $ | +5,1 % |
| Modern Wealth Management, LLC | 16.993.746 $ | -557.195 $ | -3,2 % | 17.550.941 $ | +707.059 $ | +4,2 % | 16.843.882 $ | +768.233 $ | +4,8 % | |||
| Avidian Wealth Enterprises, LLC | 17.249.006 $ | -189.480 $ | -1,1 % | 17.438.486 $ | +1.910.116 $ | +12,3 % | 15.528.370 $ | +6.138.053 $ | +65,4 % | 9.390.317 $ | +99.260 $ | +1,1 % |
| Ted Buchan & Co | 17.385.181 $ | +1.936.064 $ | +12,5 % | 15.449.117 $ | +186.096 $ | +1,2 % | 15.263.021 $ | +1.651.715 $ | +12,1 % | |||
| Baker Ellis Asset Management LLC | 17.208.001 $ | +145.525 $ | +0,9 % | 17.062.476 $ | +1.913.778 $ | +12,6 % | 15.148.698 $ | +35.039 $ | +0,2 % | 15.113.659 $ | +446.963 $ | +3,0 % |
| Creative Planning | 17.134.767 $ | +2.960.575 $ | +20,9 % | 14.174.192 $ | +612.750 $ | +4,5 % | 13.561.442 $ | +3.032.353 $ | +28,8 % | |||
| Csenge Advisory Group | 17.062.015 $ | +1.801.350 $ | +11,8 % | 15.260.665 $ | -506.344 $ | -3,2 % | 15.767.009 $ | +3.468.498 $ | +28,2 % | |||
| Clear Harbor Asset Management, LLC | 17.039.747 $ | +2.053.846 $ | +13,7 % | 14.985.901 $ | +361.439 $ | +2,5 % | 14.624.462 $ | +955.624 $ | +7,0 % | |||
| Wealthspire Retirement, LLC | 16.623.903 $ | +1.513.572 $ | +10,0 % | 15.110.331 $ | +233.239 $ | +1,6 % | 14.877.092 $ | +729.356 $ | +5,2 % | |||
| Denver PWM, LLC | 16.509.823 $ | +1.637.690 $ | +11,0 % | 14.872.133 $ | -475.819 $ | -3,1 % | 15.347.952 $ | +0 $ | +0,0 % | |||
| Farther Finance Advisors, LLC | 16.333.599 $ | +4.849.077 $ | +42,2 % | 11.484.522 $ | +919.157 $ | +8,7 % | 10.565.365 $ | -355.882 $ | -3,3 % | 10.921.247 $ | +2.168.032 $ | +24,8 % |
| Wealthspire Advisors, LLC | 16.296.385 $ | +3.646.171 $ | +28,8 % | 12.650.214 $ | +230.743 $ | +1,9 % | 12.419.471 $ | +388.285 $ | +3,2 % | |||
| WESCAP Management Group, Inc. | 16.162.566 $ | +1.275.675 $ | +8,6 % | 14.886.891 $ | +684.446 $ | +4,8 % | 14.202.445 $ | +956.148 $ | +7,2 % | |||
| FMR LLC | 16.107.395 $ | +1.926.172 $ | +13,6 % | 14.181.223 $ | +1.973.693 $ | +16,2 % | 12.207.530 $ | +1.004.542 $ | +9,0 % | |||
| Lighthouse Wealth Management Inc. | 15.896.850 $ | -104.088 $ | -0,7 % | 16.000.938 $ | +1.359.089 $ | +9,3 % | 14.641.849 $ | +885.879 $ | +6,4 % | 13.755.970 $ | +902.713 $ | +7,0 % |
| PCA Investment Advisory Services Inc. | 15.772.497 $ | +626.710 $ | +4,1 % | 15.145.787 $ | +2.569.780 $ | +20,4 % | 12.576.007 $ | +1.820.982 $ | +16,9 % | 10.755.025 $ | +1.643.495 $ | +18,0 % |
| GLENMEDE TRUST CO NA | 15.472.327 $ | +1.209.335 $ | +8,5 % | 14.262.992 $ | -240.940 $ | -1,7 % | 14.503.932 $ | |||||
| Janney Montgomery Scott LLC | 15.274.000 $ | +1.853.000 $ | +13,8 % | 13.421.000 $ | +2.773.000 $ | +26,0 % | 10.648.000 $ | +402.000 $ | +3,9 % | |||
| Essex Financial Services, Inc. | 15.251.786 $ | +1.934.040 $ | +14,5 % | 13.317.746 $ | +1.314.209 $ | +10,9 % | 12.003.537 $ | +1.346.658 $ | +12,6 % | |||
| Stonebridge Financial Group, LLC | 14.331.076 $ | -38.851 $ | -0,3 % | 14.369.927 $ | -119.689 $ | -0,8 % | 14.489.616 $ | -460.973 $ | -3,1 % | 14.950.589 $ | +499.077 $ | +3,5 % |
| Independent Advisor Alliance | 1.935.247 $ | -12.845.639 $ | -86,9 % | 14.780.886 $ | +12.933.270 $ | +700,0 % | 1.847.616 $ | +67.337 $ | +3,8 % | |||
| Wood Tarver Financial Group, LLC | 14.700.000 $ | +2.447.000 $ | +20,0 % | 12.253.000 $ | +10.378.000 $ | +553,5 % | 1.875.000 $ | +734.000 $ | +64,3 % | |||
| Quantinno Capital Management LP | 14.485.178 $ | +3.998.872 $ | +38,1 % | 10.486.306 $ | +3.156.231 $ | +43,1 % | 7.330.075 $ | +3.244.684 $ | +79,4 % | |||
| Vertex Planning Partners, LLC | 14.164.333 $ | +3.244.263 $ | +29,7 % | 10.920.070 $ | +540.198 $ | +5,2 % | 10.379.872 $ | +555.543 $ | +5,7 % | |||
| Compass Financial Group, Inc. | 14.033.968 $ | +1.572.077 $ | +12,6 % | 12.461.891 $ | -148.563 $ | -1,2 % | 12.610.454 $ | +272.600 $ | +2,2 % | |||
| GREAT VALLEY ADVISOR GROUP, INC. | 13.939.230 $ | +1.984.152 $ | +16,6 % | 11.955.078 $ | +578.365 $ | +5,1 % | 11.376.713 $ | +760.957 $ | +7,2 % | |||
| Prime Capital Investment Advisors, LLC | 8.954.374 $ | -671.597 $ | -7,0 % | 9.625.971 $ | -3.624.949 $ | -27,4 % | 13.250.920 $ | -298.845 $ | -2,2 % | 13.549.765 $ | -411.802 $ | -2,9 % |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 9.924.233 $ | -3.353.232 $ | -25,3 % | 13.277.465 $ | ||||||||
| Cyr Financial Inc. | 13.186.914 $ | +877.171 $ | +7,1 % | 12.309.743 $ | +1.753.091 $ | +16,6 % | 10.556.652 $ | +1.008.406 $ | +10,6 % | 9.548.246 $ | +1.126.526 $ | +13,4 % |
| Perigon Wealth Management, LLC | 12.739.114 $ | +2.427.514 $ | +23,5 % | 10.311.600 $ | ||||||||
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 12.718.788 $ | +1.480.589 $ | +13,2 % | 11.238.199 $ | -29.139 $ | -0,3 % | 11.267.338 $ | -44.491 $ | -0,4 % | |||
| Rodgers & Associates, LTD | 11.925.389 $ | -470.978 $ | -3,8 % | 12.396.367 $ | +1.288.802 $ | +11,6 % | 11.107.565 $ | -399.606 $ | -3,5 % | 11.507.171 $ | +213.110 $ | +1,9 % |
| TIAA TRUST, NATIONAL ASSOCIATION | 77.802 $ | +7.346 $ | +10,4 % | 70.456 $ | -12.321.302 $ | -99,4 % | 12.391.758 $ | -4.136.123 $ | -25,0 % | |||
| IEQ CAPITAL, LLC | 12.349.711 $ | +1.486.777 $ | +13,7 % | 10.862.934 $ | +143.031 $ | +1,3 % | 10.719.903 $ | +395.606 $ | +3,8 % | |||
| Ameritas Investment Partners, Inc. | 279.280 $ | +26.607 $ | +10,5 % | 252.673 $ | -12.093.871 $ | -98,0 % | 12.346.544 $ | +967.686 $ | +8,5 % | |||
| Kestra Advisory Services, LLC | 12.225.854 $ | +1.653.978 $ | +15,6 % | 10.571.876 $ | +20.869 $ | +0,2 % | 10.551.007 $ | +975.447 $ | +10,2 % | |||
| Trinity Legacy Partners, LLC | 11.514.546 $ | +496.005 $ | +4,5 % | 11.018.541 $ | +725.142 $ | +7,0 % | 10.293.399 $ | +377.959 $ | +3,8 % | |||
| ARQ WEALTH ADVISORS, LLC | 11.493.715 $ | +5.125.796 $ | +80,5 % | 6.367.919 $ | +584.177 $ | +10,1 % | 5.783.742 $ | +1.220.194 $ | +26,7 % | |||
| JNBA Financial Advisors | 11.397.364 $ | +1.004.976 $ | +9,7 % | 10.392.388 $ | -518.572 $ | -4,8 % | 10.910.960 $ | +226.220 $ | +2,1 % | |||
| PERSPECTIVE WEALTH ADVISORS LLC | 11.126.083 $ | +1.473.321 $ | +15,3 % | 9.652.762 $ | ||||||||
| Bouvel Investment Partners, LLC | 9.602.296 $ | -1.423.417 $ | -12,9 % | 11.025.713 $ | +1.600.775 $ | +17,0 % | 9.424.938 $ | +5.690.646 $ | +152,4 % | 3.734.292 $ | +304.503 $ | +8,9 % |
| Privatperson | 10.865.278 $ | +2.674.450 $ | +32,7 % | 8.190.828 $ | +1.075.148 $ | +15,1 % | 7.115.680 $ | +62.552 $ | +0,9 % | |||
| Darrow Company, Inc. | 10.846.494 $ | +1.361.498 $ | +14,4 % | 9.484.996 $ | +290.344 $ | +3,2 % | 9.194.652 $ | +97.266 $ | +1,1 % | |||
| DEUTSCHE BANK AG\ | 10.559.250 $ | -65.750 $ | -0,6 % | 10.625.000 $ | +285.000 $ | +2,8 % | 10.340.000 $ | +7.369.250 $ | +248,1 % | |||
| FIFTH THIRD BANCORP | 10.531.510 $ | +2.437.192 $ | +30,1 % | 8.094.318 $ | +7.787.104 $ | +2.534,7 % | 307.214 $ | +5.192 $ | +1,7 % | |||
| MAI Capital Management | 10.458.312 $ | +1.886.496 $ | +22,0 % | 8.571.816 $ | +320.848 $ | +3,9 % | 8.250.968 $ | -790.275 $ | -8,7 % | |||
| Global Retirement Partners, LLC | 10.404.649 $ | +857.776 $ | +9,0 % | 9.546.873 $ | +2.191.110 $ | +29,8 % | ||||||
| Arlington Financial Advisors, LLC | 9.970.104 $ | -327.471 $ | -3,2 % | 10.297.575 $ | +1.176.618 $ | +12,9 % | 9.120.957 $ | -235.311 $ | -2,5 % | 9.356.268 $ | +286.195 $ | +3,2 % |
| WIMMER ASSOCIATES 1, LLC | 10.253.771 $ | +2.147.090 $ | +26,5 % | 8.106.681 $ | +103.333 $ | +1,3 % | 8.003.348 $ | +355.733 $ | +4,7 % | |||
| NEPC LLC | 9.581.006 $ | -666.663 $ | -6,5 % | 10.247.669 $ | +273.705 $ | +2,7 % | 9.973.964 $ | +553.637 $ | +5,9 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 2.829.000 $ | +187.000 $ | +7,1 % | 2.642.000 $ | -7.288.000 $ | -73,4 % | 9.930.000 $ | +1.358.000 $ | +15,8 % | |||
| Woodside Wealth Management LLC | 9.688.540 $ | +224.375 $ | +2,4 % | 9.464.165 $ | +1.174.458 $ | +14,2 % | 8.289.707 $ | +327.148 $ | +4,1 % | 7.962.559 $ | +276.859 $ | +3,6 % |
| OneDigital Investment Advisors LLC | 2.572.386 $ | +184.610 $ | +7,7 % | 2.387.776 $ | -7.216.361 $ | -75,1 % | 9.604.137 $ | +404.467 $ | +4,4 % | |||
| Crescent Grove Advisors, LLC | 9.535.563 $ | +204.319 $ | +2,2 % | 9.331.244 $ | +57.542 $ | +0,6 % | 9.273.702 $ | +879.631 $ | +10,5 % | 8.394.071 $ | +2.139.018 $ | +34,2 % |
| Marion Wealth Management | 9.290.221 $ | +1.164.447 $ | +14,3 % | 8.125.774 $ | -1.363.342 $ | -14,4 % | 9.489.116 $ | +746.203 $ | +8,5 % | |||
| Resonant Capital Advisors, LLC | 9.264.367 $ | +68.083 $ | +0,7 % | 9.196.284 $ | +1.106.345 $ | +13,7 % | 8.089.939 $ | +295.026 $ | +3,8 % | 7.794.913 $ | +269.528 $ | +3,6 % |
| Arkadios Wealth Advisors | 9.065.156 $ | +889.113 $ | +10,9 % | 8.176.043 $ | +6.140.974 $ | +301,8 % | 2.035.069 $ | +51.862 $ | +2,6 % | |||
| Weaver Capital Management LLC | 7.277.050 $ | -1.756.330 $ | -19,4 % | 9.033.380 $ | +0 $ | +0,0 % | 9.033.380 $ | -24.925 $ | -0,3 % | 9.058.305 $ | +210.745 $ | +2,4 % |
| Bigelow Investment Advisors, LLC | 9.000.020 $ | +977.921 $ | +12,2 % | 8.022.099 $ | +2.067.285 $ | +34,7 % | 5.954.814 $ | +1.103.917 $ | +22,8 % | 4.850.897 $ | +792.827 $ | +19,5 % |
| Trinity Wealth Management, LLC | 8.610.170 $ | +7.121.286 $ | +478,3 % | 1.488.884 $ | +146.297 $ | +10,9 % | 1.342.587 $ | +19.770 $ | +1,5 % | 1.322.817 $ | +167.473 $ | +14,5 % |
| WELLINGTON-ALTUS USA INC. | 6.933.654 $ | -1.284.743 $ | -15,6 % | 8.218.397 $ | +1.265.698 $ | +18,2 % | 6.952.699 $ | |||||
| Prosperity Consulting Group, LLC | 8.002.768 $ | +933.387 $ | +13,2 % | 7.069.381 $ | -901.629 $ | -11,3 % | 7.971.010 $ | +849.073 $ | +11,9 % | |||
| Hirtle & Co., LLC | 7.976.504 $ | +1.401.939 $ | +21,3 % | 6.574.565 $ | -609.283 $ | -8,5 % | 7.183.848 $ | +1.226.210 $ | +20,6 % | |||
| Burns Matteson Capital Management, LLC | 7.964.335 $ | +33.931 $ | +0,4 % | 7.930.404 $ | +1.426.954 $ | +21,9 % | 6.503.450 $ | +2.733.582 $ | +72,5 % | 3.769.868 $ | +268.685 $ | +7,7 % |
| Baird Financial Group, Inc. | 7.954.562 $ | +885.395 $ | +12,5 % | 7.069.167 $ | +174.645 $ | +2,5 % | 6.894.522 $ | +2.563.239 $ | +59,2 % | |||
| SEVEN MILE ADVISORY | 7.831.176 $ | +315.393 $ | +4,2 % | |||||||||
| Strategic Financial Concepts, LLC | 7.752.013 $ | +4.083.074 $ | +111,3 % | 3.668.939 $ | +3.467.741 $ | +1.723,5 % | ||||||
| Three Bridge Wealth Advisors, LLC | 7.748.362 $ | +1.020.617 $ | +15,2 % | 6.727.745 $ | -82.593 $ | -1,2 % | 6.810.338 $ | +196.576 $ | +3,0 % | |||
| Delta Wealth Advisors LLC | 7.683.859 $ | +111.469 $ | +1,5 % | 7.572.390 $ | +690.000 $ | +10,0 % | 6.882.390 $ | +951.055 $ | +16,0 % | 5.931.335 $ | +1.089.082 $ | +22,5 % |
| Ellevest, Inc. | 7.568.970 $ | +938.440 $ | +14,2 % | 6.630.530 $ | +103.676 $ | +1,6 % | 6.526.854 $ | +228.875 $ | +3,6 % | |||
| Johnson & White Wealth Management, LLC | 7.381.327 $ | +930.269 $ | +14,4 % | 6.451.058 $ | +377.080 $ | +6,2 % | 6.073.978 $ | +588.708 $ | +10,7 % | |||
| Intelligence Driven Advisers, LLC | 7.160.269 $ | -165.120 $ | -2,3 % | 7.325.389 $ | +749.327 $ | +11,4 % | 6.576.062 $ | -138.473 $ | -2,1 % | 6.714.535 $ | -158.834 $ | -2,3 % |
| Journey Advisory Group, LLC | 7.300.676 $ | +865.828 $ | +13,5 % | 6.434.848 $ | -441.371 $ | -6,4 % | 6.876.219 $ | +30.612 $ | +0,4 % | |||
| Sanctuary Advisors, LLC | 5.769.990 $ | -1.128.453 $ | -16,4 % | 6.898.443 $ | -357.600 $ | -4,9 % | 7.256.043 $ | -13.162.523 $ | -64,5 % | |||
| Creative Capital Management Investments LLC | 7.248.950 $ | +861.855 $ | +13,5 % | 6.387.095 $ | +21.117 $ | +0,3 % | 6.365.978 $ | +195.602 $ | +3,2 % | |||
| CITIGROUP INC | 7.161.764 $ | +1.049.829 $ | +17,2 % | 6.111.935 $ | +434.749 $ | +7,7 % | 5.677.186 $ | -584.911 $ | -9,3 % | |||
| Beacon Pointe Advisors, LLC | 7.073.134 $ | +775.929 $ | +12,3 % | 6.297.205 $ | +5.450.003 $ | +643,3 % | 847.202 $ | -44.744 $ | -5,0 % | |||
| Mowery & Schoenfeld Wealth Management, LLC | 6.975.664 $ | +1.959.956 $ | +39,1 % | 5.015.708 $ | +1.249.867 $ | +33,2 % | 3.765.841 $ | +1.065.583 $ | +39,5 % | |||
| Sigma Planning Corp | 6.968.684 $ | +900.972 $ | +14,8 % | 6.067.712 $ | -308.060 $ | -4,8 % | 6.375.772 $ | +440.719 $ | +7,4 % | |||
| CITADEL ADVISORS LLC | 6.830.393 $ | +752.266 $ | +12,4 % | 6.078.127 $ | +1.779.521 $ | +41,4 % | 4.298.606 $ | -5.725.119 $ | -57,1 % | |||
| Ifrah Financial Services, Inc. | 6.535.470 $ | -167.220 $ | -2,5 % | 6.702.690 $ | +520.154 $ | +8,4 % | 6.182.536 $ | +64.068 $ | +1,0 % | 6.118.468 $ | +175.437 $ | +3,0 % |
| Tactive Advisors, LLC | 6.684.330 $ | |||||||||||
| Cornerstone Advisory, LLC | 6.635.135 $ | +619.946 $ | +10,3 % | 6.015.189 $ | +76.513 $ | +1,3 % | 5.938.676 $ | +76.382 $ | +1,3 % | |||
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 3.034.506 $ | -90.159 $ | -2,9 % | 3.124.665 $ | +266.983 $ | +9,3 % | 2.857.682 $ | -3.735.073 $ | -56,7 % | 6.592.755 $ | ||
| ADAMSBROWN WEALTH CONSULTANTS LLC | 6.351.627 $ | -53.230 $ | -0,8 % | 6.404.857 $ | +431.349 $ | +7,2 % | 5.973.508 $ | -154.440 $ | -2,5 % | 6.127.948 $ | -114.946 $ | -1,8 % |
| CIDEL ASSET MANAGEMENT INC | 6.382.670 $ | +872.800 $ | +15,8 % | 5.509.870 $ | +18.400 $ | +0,3 % | 5.491.470 $ | +270.619 $ | +5,2 % | |||
| Summit Asset Management, LLC | 6.375.700 $ | +601.904 $ | +10,4 % | 5.773.796 $ | +154.213 $ | +2,7 % | 5.619.583 $ | +237.772 $ | +4,4 % | |||
| Keystone Financial Group | 5.504.523 $ | -857.104 $ | -13,5 % | 6.361.627 $ | +6.106.436 $ | +2.392,9 % | 255.191 $ | -111.042 $ | -30,3 % | |||
| Geneos Wealth Management Inc. | 6.360.879 $ | +46.103 $ | +0,7 % | 6.314.776 $ | +267.585 $ | +4,4 % | 6.047.191 $ | +1.256.880 $ | +26,2 % | |||
| Integrated Wealth Concepts LLC | 6.344.906 $ | +3.615.261 $ | +132,4 % | 2.729.645 $ | +1.251.398 $ | +84,7 % | 1.478.247 $ | -1.987.689 $ | -57,3 % | |||
| IVC Wealth Advisors LLC | 6.246.613 $ | +765.391 $ | +14,0 % | 5.481.222 $ | +1.071.876 $ | +24,3 % | 4.409.346 $ | +289.864 $ | +7,0 % | |||
| KEYBANK NATIONAL ASSOCIATION/OH | 6.055.306 $ | +1.166.554 $ | +23,9 % | 4.888.752 $ | +1.264.468 $ | +34,9 % | 3.624.284 $ | +3.228.153 $ | +814,9 % | |||
| Carolina Wealth Management Inc | 5.996.274 $ | |||||||||||
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 5.842.934 $ | -28.381 $ | -0,5 % | 5.871.315 $ | +684.999 $ | +13,2 % | 5.186.316 $ | -74.340 $ | -1,4 % | 5.260.656 $ | +163.785 $ | +3,2 % |
| Clarity Retirement & Wealth, LLC | 322.422 $ | -4.766.127 $ | -93,7 % | 5.088.549 $ | -683.679 $ | -11,8 % | 5.772.228 $ | |||||
| HUNTINGTON NATIONAL BANK | 5.474.234 $ | -292.331 $ | -5,1 % | 5.766.565 $ | +5.431.603 $ | +1.621,6 % | 334.962 $ | +12.208 $ | +3,8 % | |||
| Stegent Equity Advisors, Inc. | 5.502.793 $ | +811.200 $ | +17,3 % | 4.691.593 $ | -1.066.646 $ | -18,5 % | 5.758.239 $ | +434.026 $ | +8,2 % | 5.324.213 $ | -513.481 $ | -8,8 % |
| New England Private Wealth Advisors LLC | 5.657.169 $ | +2.175 $ | +0,0 % | 5.654.994 $ | +715.136 $ | +14,5 % | 4.939.858 $ | +72.770 $ | +1,5 % | 4.867.088 $ | +186.608 $ | +4,0 % |
| Friedenthal Financial | 5.637.570 $ | +692.384 $ | +14,0 % | 4.945.186 $ | +308.854 $ | +6,7 % | 4.636.332 $ | +181.395 $ | +4,1 % | |||
| Precision Wealth Strategies, LLC | 5.542.591 $ | +614.745 $ | +12,5 % | 4.927.846 $ | -508.909 $ | -9,4 % | 5.436.755 $ | -259.385 $ | -4,6 % | |||
| Laurel Wealth Advisors LLC | 5.434.237 $ | +112.962 $ | +2,1 % | 5.321.275 $ | +619.701 $ | +13,2 % | 4.701.574 $ | +422.066 $ | +9,9 % | |||
| Ascentis Independent Advisors | 5.419.266 $ | +587.330 $ | +12,2 % | 4.831.936 $ | +20.805 $ | +0,4 % | ||||||
| Crusonia Wealth Advisors LLC | 5.379.314 $ | +572.601 $ | +11,9 % | 4.806.713 $ | +32.867 $ | +0,7 % | 4.773.846 $ | |||||
| DecisionMap Wealth Management, LLC | 5.350.014 $ | +680.025 $ | +14,6 % | 4.669.989 $ | -15.024 $ | -0,3 % | 4.685.013 $ | +12.855 $ | +0,3 % | |||
| Cornerstone Planning Group LLC | 5.348.385 $ | +44.303 $ | +0,8 % | 5.304.082 $ | +430.139 $ | +8,8 % | 4.873.943 $ | +160.573 $ | +3,4 % | 4.713.370 $ | +383.664 $ | +8,9 % |
| FIDUCIARY TRUST CO | 5.288.354 $ | +499.252 $ | +10,4 % | 4.789.102 $ | +127.913 $ | +2,7 % | 4.661.189 $ | +197.221 $ | +4,4 % | |||
| Cadence Bank | 5.283.533 $ | -40.822 $ | -0,8 % | |||||||||
| AXXCESS WEALTH MANAGEMENT, LLC | 209.910 $ | -5.010.692 $ | -96,0 % | 5.220.602 $ | +513.789 $ | +10,9 % | 4.706.813 $ | +670.520 $ | +16,6 % | |||
| Summit Financial, LLC | 5.187.376 $ | +1.323.165 $ | +34,2 % | 3.864.211 $ | -532.485 $ | -12,1 % | 4.396.696 $ | +143.534 $ | +3,4 % | |||
| EverSource Wealth Advisors, LLC | 5.184.606 $ | +30.561 $ | +0,6 % | 5.154.045 $ | +1.726.387 $ | +50,4 % | 3.427.658 $ | +2.491.568 $ | +266,2 % | |||
| PRECEDENT WEALTH PARTNERS, LLC | 5.086.971 $ | -93.249 $ | -1,8 % | 5.180.220 $ | +420.704 $ | +8,8 % | 4.759.516 $ | +483.551 $ | +11,3 % | 4.275.965 $ | +20.434 $ | +0,5 % |
| Unique Wealth Strategies, LLC | 4.211.541 $ | -956.654 $ | -18,5 % | 5.168.195 $ | +1.608.365 $ | +45,2 % | 3.559.830 $ | -635.756 $ | -15,2 % | 4.195.586 $ | +709.399 $ | +20,3 % |
| Roof Eidam Maycock Peralta, LLC | 5.159.357 $ | +5.819 $ | +0,1 % | 5.153.538 $ | +267.675 $ | +5,5 % | 4.885.863 $ | +130.497 $ | +2,7 % | 4.755.366 $ | +86.337 $ | +1,8 % |
| Kingsview Wealth Management, LLC | 5.010.361 $ | +639.863 $ | +14,6 % | 4.370.498 $ | +168.333 $ | +4,0 % | 4.202.165 $ | +1.233.556 $ | +41,6 % | |||
| IHT Wealth Management, LLC | 4.970.667 $ | +1.601.802 $ | +47,5 % | 3.368.865 $ | -90.626 $ | -2,6 % | 3.459.491 $ | +192.987 $ | +5,9 % | |||
| Mutual Advisors, LLC | 4.929.870 $ | +607.676 $ | +14,1 % | 4.322.194 $ | -49.875 $ | -1,1 % | 4.372.069 $ | -857.830 $ | -16,4 % | |||
| Capital Investment Advisory Services, LLC | 4.889.667 $ | +172.719 $ | +3,7 % | 4.716.948 $ | -72.375 $ | -1,5 % | 4.789.323 $ | +4.135.002 $ | +632,0 % | |||
| Curry Webb Wealth Management LLC | 4.840.621 $ | +345.225 $ | +7,7 % | 4.495.396 $ | -292.673 $ | -6,1 % | 4.788.069 $ | |||||
| NewEdge Advisors, LLC | 4.834.759 $ | +410.274 $ | +9,3 % | 4.424.485 $ | +74.591 $ | +1,7 % | 4.349.894 $ | -302.545 $ | -6,5 % | |||
| CVFG LLC | 4.826.065 $ | +552.583 $ | +12,9 % | 4.273.482 $ | +245.773 $ | +6,1 % | 4.027.709 $ | +163.938 $ | +4,2 % | |||
| Capital Asset Advisory Services LLC | 4.810.136 $ | +179.006 $ | +3,9 % | 4.631.130 $ | +177.705 $ | +4,0 % | 4.453.425 $ | +423.232 $ | +10,5 % | |||
| Future Financial Wealth Managment LLC | 2.720.278 $ | -72.967 $ | -2,6 % | 2.793.245 $ | -1.982.854 $ | -41,5 % | 4.776.099 $ | +250.440 $ | +5,5 % | |||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 4.699.000 $ | +396.000 $ | +9,2 % | 4.303.000 $ | +283.000 $ | +7,0 % | 4.020.000 $ | +56.000 $ | +1,4 % | |||
| One Wealth Map LLC | 4.697.232 $ | +400.851 $ | +9,3 % | 4.296.381 $ | +19.742 $ | +0,5 % | 4.276.639 $ | +387.347 $ | +10,0 % | |||
| Savvy Advisors, Inc. | 4.658.870 $ | +821.625 $ | +21,4 % | 3.837.245 $ | +402.748 $ | +11,7 % | 3.434.497 $ | +1.160.859 $ | +51,1 % | |||
| Concurrent Investment Advisors, LLC | 3.950.080 $ | -695.735 $ | -15,0 % | 4.645.815 $ | +480.462 $ | +11,5 % | 4.165.353 $ | -220.899 $ | -5,0 % | 4.386.252 $ | +1.183.754 $ | +37,0 % |
| WIN ADVISORS, INC | 1.709.872 $ | -2.925.758 $ | -63,1 % | 4.635.630 $ | ||||||||
| Ashton Thomas Private Wealth, LLC | 4.630.603 $ | +1.058.480 $ | +29,6 % | 3.572.123 $ | +486.511 $ | +15,8 % | 3.085.612 $ | +321.976 $ | +11,7 % | |||
| INTEGRITY ALLIANCE, LLC. | 4.594.755 $ | +1.728.917 $ | +60,3 % | 2.865.838 $ | -73.738 $ | -2,5 % | 2.939.576 $ | +486.934 $ | +19,9 % | |||
| MATTERS CAPITAL LLC | 4.517.517 $ | +426.481 $ | +10,4 % | 4.091.036 $ | +109.267 $ | +2,7 % | 3.981.769 $ | |||||
| CWM, LLC | 4.497.716 $ | +610.716 $ | +15,7 % | 3.887.000 $ | -163.000 $ | -4,0 % | ||||||
| Rollins Financial Advisors, LLC | 4.496.233 $ | +575.157 $ | +14,7 % | 3.921.076 $ | -113.029 $ | -2,8 % | 4.034.105 $ | +147.324 $ | +3,8 % | |||
| Gateway Wealth Partners, LLC | 2.106.266 $ | -2.297.426 $ | -52,2 % | 4.403.692 $ | +2.204.240 $ | +100,2 % | 2.199.452 $ | +4.291 $ | +0,2 % | |||
| Cypress Capital, LLC | 4.351.879 $ | -36.057 $ | -0,8 % | 4.387.936 $ | +384.798 $ | +9,6 % | 4.003.138 $ | +66.678 $ | +1,7 % | 3.936.460 $ | +227.450 $ | +6,1 % |
| Advyzon Investment Management, LLC | 422.982 $ | -3.883.021 $ | -90,2 % | 4.306.003 $ | ||||||||
| TritonPoint Partners, LLC | 4.250.343 $ | +609.781 $ | +16,7 % | 3.640.562 $ | -108.799 $ | -2,9 % | 3.749.361 $ | |||||
| Legacy Private Trust Co. | 4.066.356 $ | -176.133 $ | -4,2 % | 4.242.489 $ | +493.798 $ | +13,2 % | 3.748.691 $ | -358.732 $ | -8,7 % | 4.107.423 $ | +105.841 $ | +2,6 % |
| Traveka Wealth, LLC | 3.599.929 $ | -420.114 $ | -10,5 % | 4.020.043 $ | +188.980 $ | +4,9 % | 3.831.063 $ | -400.301 $ | -9,5 % | 4.231.364 $ | +2.860 $ | +0,1 % |
| PEAPACK GLADSTONE FINANCIAL CORP | 4.220.000 $ | +498.000 $ | +13,4 % | 3.722.000 $ | +27.000 $ | +0,7 % | 3.695.000 $ | +132.000 $ | +3,7 % | |||
| Wealthfront Advisers LLC | 4.185.093 $ | +602.119 $ | +16,8 % | 3.582.974 $ | +827.610 $ | +30,0 % | 2.755.364 $ | +370.403 $ | +15,5 % | |||
| Nicht ausgewiesen | 3.987.688 $ | -151.083 $ | -3,7 % | 4.138.771 $ | ||||||||
| Yoder Wealth Management, Inc. | 4.095.585 $ | -17.719 $ | -0,4 % | 4.113.304 $ | +463.951 $ | +12,7 % | 3.649.353 $ | +24.173 $ | +0,7 % | 3.625.180 $ | +91.657 $ | +2,6 % |
| Jacobi Capital Management LLC | 4.047.872 $ | +698.048 $ | +20,8 % | 3.349.824 $ | +45.668 $ | +1,4 % | 3.304.156 $ | +434.006 $ | +15,1 % | |||
| CENTRAL TRUST Co | 4.020.957 $ | +453.515 $ | +12,7 % | 3.567.442 $ | -134.425 $ | -3,6 % | 3.701.867 $ | -39.965 $ | -1,1 % | |||
| FLAGSHIP HARBOR ADVISORS, LLC | 3.982.828 $ | +1.869.856 $ | +88,5 % | 2.112.972 $ | +1.086.152 $ | +105,8 % | 1.026.820 $ | +580.190 $ | +129,9 % | |||
| KWB Wealth | 3.814.321 $ | +52.307 $ | +1,4 % | 3.762.014 $ | +1.444 $ | +0,0 % | 3.760.570 $ | -147.952 $ | -3,8 % | 3.908.522 $ | +788.836 $ | +25,3 % |
| Merit Financial Group, LLC | 3.727.880 $ | +91.248 $ | +2,5 % | 3.636.632 $ | -224.024 $ | -5,8 % | 3.860.656 $ | +660.540 $ | +20,6 % | |||
| FORTERIS WEALTH MANAGEMENT INC. | 3.824.306 $ | +41.342 $ | +1,1 % | 3.782.964 $ | +342.933 $ | +10,0 % | 3.440.031 $ | +12.525 $ | +0,4 % | 3.427.506 $ | ||
| PRINCIPAL SECURITIES, INC. | 2.167.636 $ | +137.540 $ | +6,8 % | 2.030.096 $ | -1.696.928 $ | -45,5 % | 3.727.024 $ | +9.401 $ | +0,3 % | |||
| HARBOUR INVESTMENTS, INC. | 3.708.448 $ | +276.702 $ | +8,1 % | 3.431.746 $ | +3.085.063 $ | +889,9 % | 346.683 $ | -78.947 $ | -18,5 % | |||
| Nicht ausgewiesen | 3.446.000 $ | -145.616 $ | -4,1 % | 3.591.616 $ | +139.270 $ | +4,0 % | 3.452.346 $ | +86.325 $ | +2,6 % | |||
| MONETA GROUP INVESTMENT ADVISORS LLC | 3.586.273 $ | +440.245 $ | +14,0 % | 3.146.028 $ | -424.441 $ | -11,9 % | 3.570.469 $ | +477.030 $ | +15,4 % | |||
| Cresset Asset Management, LLC | 3.579.561 $ | +2.157.282 $ | +151,7 % | 1.422.279 $ | +434.596 $ | +44,0 % | 987.683 $ | +37.158 $ | +3,9 % | |||
| AdvisorNet Financial, Inc | 3.443.487 $ | +219.692 $ | +6,8 % | 3.223.795 $ | +200.478 $ | +6,6 % | 3.023.317 $ | -21.160 $ | -0,7 % | 3.044.477 $ | +28.657 $ | +1,0 % |
| FDx Advisors, Inc. | 3.416.000 $ | +349.000 $ | +11,4 % | 3.067.000 $ | +46.000 $ | +1,5 % | ||||||
| Quadrature Capital Ltd | 1.526.165 $ | -1.863.742 $ | -55,0 % | 3.389.907 $ | ||||||||
| SIGMA INVESTMENT COUNSELORS INC | 3.370.680 $ | +395.998 $ | +13,3 % | 2.974.682 $ | -55.663 $ | -1,8 % | 3.030.345 $ | +110.441 $ | +3,8 % | |||
| Security Financial Services, INC. | 3.335.056 $ | +385.915 $ | +13,1 % | 2.949.141 $ | -239.073 $ | -7,5 % | 3.188.214 $ | +113.346 $ | +3,7 % | |||
| WFA of San Diego, LLC | 3.310.278 $ | +176.222 $ | +5,6 % | 3.134.056 $ | +14.849 $ | +0,5 % | 3.119.207 $ | -22.398 $ | -0,7 % | |||
| J.W. COLE ADVISORS, INC. | 3.223.877 $ | +249.502 $ | +8,4 % | 2.974.375 $ | +425.897 $ | +16,7 % | 2.548.478 $ | +253.716 $ | +11,1 % | |||
| Signal Advisors Wealth, LLC | 3.222.336 $ | +896.061 $ | +38,5 % | 2.326.275 $ | +281.105 $ | +13,7 % | 2.045.170 $ | +983.723 $ | +92,7 % | 1.061.447 $ | +834.736 $ | +368,2 % |
| Institute for Wealth Management, LLC. | 3.211.868 $ | +386.429 $ | +13,7 % | 2.825.439 $ | +12.588 $ | +0,4 % | 2.812.851 $ | +63.293 $ | +2,3 % | |||
| Smith Salley Wealth Management | 3.203.979 $ | +385.450 $ | +13,7 % | 2.818.529 $ | +36.173 $ | +1,3 % | 2.782.356 $ | +101.403 $ | +3,8 % | |||
| COMERICA BANK | 3.180.431 $ | -591.114 $ | -15,7 % | |||||||||
| Onyx Bridge Wealth Group LLC | 3.171.347 $ | +54.789 $ | +1,8 % | 3.116.558 $ | +152.245 $ | +5,1 % | 2.964.313 $ | +238.296 $ | +8,7 % | 2.726.017 $ | -81.217 $ | -2,9 % |
| JANE STREET GROUP, LLC | 3.157.749 $ | +1.306.976 $ | +70,6 % | 1.850.773 $ | +1.243.750 $ | +204,9 % | 607.023 $ | -243.981 $ | -28,7 % | |||
| Northwest Bancshares, Inc. | 3.069.606 $ | +366.527 $ | +13,6 % | 2.703.079 $ | +12.405 $ | +0,5 % | 2.690.674 $ | +88.206 $ | +3,4 % | |||
| PARK AVENUE SECURITIES LLC | 3.052.000 $ | +445.000 $ | +17,1 % | 2.607.000 $ | +70.000 $ | +2,8 % | 2.537.000 $ | +80.000 $ | +3,3 % | |||
| Certified Advisory Corp | 3.026.576 $ | +496.727 $ | +19,6 % | 2.529.849 $ | +229.945 $ | +10,0 % | 2.299.904 $ | +484.752 $ | +26,7 % | |||
| VERITY Wealth Advisors | 1.877.016 $ | +177.202 $ | +10,4 % | 1.699.814 $ | -1.306.423 $ | -43,5 % | 3.006.237 $ | +150.201 $ | +5,3 % | |||
| JFS WEALTH ADVISORS, LLC | 2.980.760 $ | +560.250 $ | +23,1 % | 2.420.510 $ | -99.397 $ | -3,9 % | 2.519.907 $ | +32.675 $ | +1,3 % | |||
| SUMMITPOINT CAPITAL MANAGEMENT | 2.952.249 $ | +30.836 $ | +1,1 % | 2.921.413 $ | ||||||||
| Advisory Services Network, LLC | 2.943.933 $ | +326.560 $ | +12,5 % | 2.617.373 $ | +429.882 $ | +19,7 % | 2.187.491 $ | +40.549 $ | +1,9 % | |||
| Clark Wealth Partners | 13.732 $ | -10.857 $ | -44,2 % | 24.589 $ | -2.991 $ | -10,8 % | 27.580 $ | -2.914.501 $ | -99,1 % | 2.942.081 $ | +0 $ | +0,0 % |
| Wealthcare Advisory Partners LLC | 2.912.150 $ | -19.754 $ | -0,7 % | 2.931.904 $ | +192.879 $ | +7,0 % | 2.739.025 $ | +148.267 $ | +5,7 % | 2.590.758 $ | +128.788 $ | +5,2 % |
| Gladstone Institutional Advisory LLC | 2.909.798 $ | +700.560 $ | +31,7 % | 2.209.238 $ | -29.945 $ | -1,3 % | 2.239.183 $ | +361.740 $ | +19,3 % | |||
| Stratos Wealth Partners, LTD. | 2.908.828 $ | +283.686 $ | +10,8 % | 2.625.142 $ | -168.265 $ | -6,0 % | 2.793.407 $ | +627.039 $ | +28,9 % | |||
| Shepherd Street Advisors LLC | 2.898.274 $ | +159.696 $ | +5,8 % | 2.738.578 $ | +264.612 $ | +10,7 % | 2.473.966 $ | +447.582 $ | +22,1 % | 2.026.384 $ | ||
| SCOTIA CAPITAL INC. | 347.550 $ | +48.479 $ | +16,2 % | 299.071 $ | -2.578.605 $ | -89,6 % | 2.877.676 $ | +175.379 $ | +6,5 % | |||
| Regal Investment Advisors LLC | 2.840.714 $ | +320.583 $ | +12,7 % | 2.520.131 $ | +52.173 $ | +2,1 % | 2.467.958 $ | -1.646.498 $ | -40,0 % | |||
| RETIREMENT PLANNING GROUP, LLC / NY | 2.794.635 $ | +358.701 $ | +14,7 % | 2.435.934 $ | +133.272 $ | +5,8 % | 2.302.662 $ | +269.695 $ | +13,3 % | |||
| HB Wealth Management, LLC | 2.776.716 $ | +685.423 $ | +32,8 % | 2.091.293 $ | +42.972 $ | +2,1 % | 2.048.321 $ | +74.692 $ | +3,8 % | |||
| IFP Advisors, Inc | 2.749.813 $ | +35.797 $ | +1,3 % | 2.714.016 $ | +309.663 $ | +12,9 % | 2.404.353 $ | +693.857 $ | +40,6 % | 1.710.496 $ | +124.804 $ | +7,9 % |
| Savant Capital, LLC | 2.710.651 $ | +662.166 $ | +32,3 % | 2.048.485 $ | +193.705 $ | +10,4 % | 1.854.780 $ | +56.405 $ | +3,1 % | |||
| Wealth Preservation Advisors, LLC | 2.687.515 $ | +1.273.554 $ | +90,1 % | 1.413.961 $ | -215.151 $ | -13,2 % | 1.629.112 $ | +75.833 $ | +4,9 % | |||
| Bell Investment Advisors, Inc | 2.676.091 $ | +318.454 $ | +13,5 % | 2.357.637 $ | +93.879 $ | +4,1 % | 2.263.758 $ | +32.638 $ | +1,5 % | |||
| AE Wealth Management LLC | 2.572.634 $ | +665.071 $ | +34,9 % | 1.907.563 $ | -750.458 $ | -28,2 % | 2.658.021 $ | -133.371 $ | -4,8 % | |||
| SigFig Wealth Management, LLC | 2.530.021 $ | -99.274 $ | -3,8 % | 2.629.295 $ | +177.073 $ | +7,2 % | 2.452.222 $ | +506.430 $ | +26,0 % | 1.945.792 $ | +81.831 $ | +4,4 % |
| FLAGSTAR SECURITIES, INC | 2.618.476 $ | +749.903 $ | +40,1 % | 1.868.573 $ | +320.462 $ | +20,7 % | 1.548.111 $ | -269.625 $ | -14,8 % | 1.817.736 $ | +237.049 $ | +15,0 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 2.287.024 $ | -22.829 $ | -1,0 % | 2.309.853 $ | -302.154 $ | -11,6 % | 2.612.007 $ | -71.539 $ | -2,7 % | |||
| Dorsey & Whitney Trust CO LLC | 2.600.839 $ | +175.888 $ | +7,3 % | 2.424.951 $ | +47.523 $ | +2,0 % | 2.377.428 $ | +93.394 $ | +4,1 % | |||
| Apella Capital, LLC | 2.554.683 $ | -44.625 $ | -1,7 % | 2.599.308 $ | +30.797 $ | +1,2 % | 2.568.511 $ | +51.341 $ | +2,0 % | 2.517.170 $ | +51.704 $ | +2,1 % |
| Sequoia Financial Advisors, LLC | 2.381.474 $ | -209.221 $ | -8,1 % | 2.590.695 $ | +671.142 $ | +35,0 % | 1.919.553 $ | -958.377 $ | -33,3 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1.856.256 $ | +16.870 $ | +0,9 % | 1.839.386 $ | -748.073 $ | -28,9 % | 2.587.459 $ | -94.840 $ | -3,5 % | |||
| Focus Advisor Solutions, LLC | 2.580.498 $ | +413.269 $ | +19,1 % | 2.167.229 $ | +224.858 $ | +11,6 % | 1.942.371 $ | +1.523.679 $ | +363,9 % | |||
| Envision Financial Transparency, LLC | 1.688.314 $ | -824.686 $ | -32,8 % | 2.513.000 $ | ||||||||
| GREAT LAKES ADVISORS, LLC | 2.512.881 $ | +302.166 $ | +13,7 % | 2.210.715 $ | +25.885 $ | +1,2 % | 2.184.830 $ | +82.565 $ | +3,9 % | |||
| BlackRock, Inc. | 2.510.181 $ | +1.418.796 $ | +130,0 % | 1.091.385 $ | +459.127 $ | +72,6 % | 632.258 $ | +43.381 $ | +7,4 % | |||
| TWO SIGMA INVESTMENTS, LP | 2.504.700 $ | +922.684 $ | +58,3 % | 1.582.016 $ | ||||||||
| Ameritas Advisory Services, LLC | 2.499.046 $ | +1.643.674 $ | +192,2 % | 855.372 $ | -921.285 $ | -51,9 % | 1.776.657 $ | +1.649.519 $ | +1.297,4 % | |||
| TRUE Private Wealth Advisors | 2.183.228 $ | -19.263 $ | -0,9 % | 2.202.491 $ | -284.844 $ | -11,5 % | 2.487.335 $ | +733.612 $ | +41,8 % | 1.753.723 $ | +86.328 $ | +5,2 % |
| Vise Technologies, Inc. | 2.475.598 $ | +1.232.459 $ | +99,1 % | 1.243.139 $ | +0 $ | +0,0 % | 1.243.139 $ | +485.939 $ | +64,2 % | |||
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 2.446.240 $ | +75.917 $ | +3,2 % | 2.370.323 $ | +141.721 $ | +6,4 % | 2.228.602 $ | +129.955 $ | +6,2 % | 2.098.647 $ | +188.718 $ | +9,9 % |
| SHEETS SMITH WEALTH MANAGEMENT | 2.435.435 $ | +10.391 $ | +0,4 % | 2.425.044 $ | +290.543 $ | +13,6 % | 2.134.501 $ | +29.953 $ | +1,4 % | 2.104.548 $ | +98.880 $ | +4,9 % |
| Firestone Capital Management | 2.413.525 $ | +247.805 $ | +11,4 % | 2.165.720 $ | +48.440 $ | +2,3 % | 2.117.280 $ | +165.365 $ | +8,5 % | |||
| Financial Engines Advisors L.L.C. | 2.409.036 $ | +290.529 $ | +13,7 % | 2.118.507 $ | +12.597 $ | +0,6 % | 2.105.910 $ | -18.779 $ | -0,9 % | |||
| Capital Developers, LLC | 2.338.415 $ | -24.110 $ | -1,0 % | 2.362.525 $ | ||||||||
| Detalus Advisors, LLC | 2.350.270 $ | -8.484 $ | -0,4 % | 2.358.754 $ | +259.224 $ | +12,3 % | 2.099.530 $ | +28.835 $ | +1,4 % | 2.070.695 $ | -8.724 $ | -0,4 % |
| BOK Financial Private Wealth, Inc. | 2.186.404 $ | +170.117 $ | +8,4 % | 2.016.287 $ | -334.049 $ | -14,2 % | 2.350.336 $ | +98.620 $ | +4,4 % | |||
| Intrua Financial, LLC | 2.347.982 $ | +220.597 $ | +10,4 % | 2.127.385 $ | +245.744 $ | +13,1 % | 1.881.641 $ | +124.361 $ | +7,1 % | |||
| Arax Advisory Partners | 2.342.828 $ | +850.996 $ | +57,0 % | 1.491.832 $ | +564.678 $ | +60,9 % | 927.154 $ | |||||
| WBI INVESTMENTS, LLC | 2.263.545 $ | -30.688 $ | -1,3 % | 2.294.233 $ | ||||||||
| MILLINGTON SECURITIES, LLC | 2.294.233 $ | |||||||||||
| Prospera Financial Services Inc | 2.283.550 $ | +435.702 $ | +23,6 % | 1.847.848 $ | +154.407 $ | +9,1 % | 1.693.441 $ | +346.566 $ | +25,7 % | |||
| Stone Summit Wealth LLC | 460.885 $ | -5.315 $ | -1,1 % | 466.200 $ | +12.226 $ | +2,7 % | 453.974 $ | -1.818.593 $ | -80,0 % | 2.272.567 $ | -32.599 $ | -1,4 % |
| CIBC Bancorp USA Inc. | 2.259.790 $ | +169.469 $ | +8,1 % | 2.090.321 $ | ||||||||
| LIBERTY WEALTH MANAGEMENT LLC | 1.340.391 $ | +0 $ | +0,0 % | 1.340.391 $ | -918.034 $ | -40,6 % | 2.258.425 $ | +19.387 $ | +0,9 % | |||
| CIBC Private Wealth Group LLC | 2.245.619 $ | -3.960 $ | -0,2 % | |||||||||
| EP Wealth Advisors, LLC | 2.234.121 $ | +613.570 $ | +37,9 % | 1.620.551 $ | -206.060 $ | -11,3 % | 1.826.611 $ | |||||
| Grove Bank & Trust | 2.203.525 $ | -25.413 $ | -1,1 % | 2.228.938 $ | +210.425 $ | +10,4 % | 2.018.513 $ | +53.913 $ | +2,7 % | 1.964.600 $ | +83.125 $ | +4,4 % |
| Ballentine Partners, LLC | 1.755.100 $ | -297.902 $ | -14,5 % | 2.053.002 $ | -163.678 $ | -7,4 % | 2.216.680 $ | +80.787 $ | +3,8 % | |||
| GTS SECURITIES LLC | 312.446 $ | -1.891.166 $ | -85,8 % | 2.203.612 $ | +1.539.450 $ | +231,8 % | 664.162 $ | -1.616.235 $ | -70,9 % | |||
| Modera Wealth Management, LLC | 2.199.306 $ | +175.975 $ | +8,7 % | 2.023.331 $ | +75.266 $ | +3,9 % | 1.948.065 $ | -34.378 $ | -1,7 % | |||
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 2.196.911 $ | +314.398 $ | +16,7 % | 1.882.513 $ | +165.424 $ | +9,6 % | 1.717.089 $ | +229.679 $ | +15,4 % | |||
| Valmark Advisers, Inc. | 2.196.888 $ | +83.909 $ | +4,0 % | 2.112.979 $ | +126.375 $ | +6,4 % | 1.986.604 $ | +689.575 $ | +53,2 % | |||
| BENJAMIN EDWARDS INC | 1.739.102 $ | -437.996 $ | -20,1 % | 2.177.098 $ | +702.852 $ | +47,7 % | 1.474.246 $ | +59.786 $ | +4,2 % | |||
| McNamara Financial Services, Inc. | 2.148.202 $ | +195.032 $ | +10,0 % | 1.953.170 $ | +2.753 $ | +0,1 % | 1.950.417 $ | +4.513 $ | +0,2 % | |||
| Navigate Wealth Management, LLC | 2.140.771 $ | +44.832 $ | +2,1 % | 2.095.939 $ | +150.035 $ | +7,7 % | 1.945.904 $ | |||||
| Aaron Wealth Advisors LLC | 2.011.338 $ | -30.025 $ | -1,5 % | 2.041.363 $ | +192.717 $ | +10,4 % | 1.848.646 $ | -289.901 $ | -13,6 % | 2.138.547 $ | -537.547 $ | -20,1 % |
| MLG Wealth Management DBA Pine Grove Financial Group | 2.091.309 $ | -29.314 $ | -1,4 % | 2.120.623 $ | +198.890 $ | +10,3 % | 1.921.733 $ | -27.699 $ | -1,4 % | 1.949.432 $ | ||
| PFG Advisors | 2.048.821 $ | +1.094.320 $ | +114,6 % | 954.501 $ | +434.863 $ | +83,7 % | 519.638 $ | +38.515 $ | +8,0 % | 481.123 $ | -1.431.400 $ | -74,8 % |
| NOVARE CAPITAL MANAGEMENT LLC | 2.013.677 $ | +242.321 $ | +13,7 % | 1.771.356 $ | +43.480 $ | +2,5 % | 1.727.876 $ | -34.229 $ | -1,9 % | |||
| Dynamic Advisor Solutions LLC | 2.011.636 $ | +24.637 $ | +1,2 % | 1.986.999 $ | +193.823 $ | +10,8 % | 1.793.176 $ | +253.964 $ | +16,5 % | 1.539.212 $ | +65.126 $ | +4,4 % |
| Empire Financial Management Company, LLC | 1.667.794 $ | -316.395 $ | -15,9 % | 1.984.189 $ | -6.054 $ | -0,3 % | 1.990.243 $ | +70.861 $ | +3,7 % | |||
| CITIZENS FINANCIAL GROUP INC/RI | 1.969.208 $ | +124.967 $ | +6,8 % | 1.844.241 $ | -19.359 $ | -1,0 % | 1.863.600 $ | +138.144 $ | +8,0 % | |||
| Verum Partners LLC | 1.932.950 $ | +20.876 $ | +1,1 % | 1.912.074 $ | +232.436 $ | +13,8 % | 1.679.638 $ | -38.395 $ | -2,2 % | 1.718.033 $ | -39.836 $ | -2,3 % |
| Williams & Novak Wealth Management, LLC | 1.932.198 $ | +385.948 $ | +25,0 % | 1.546.250 $ | +1.264.227 $ | +448,3 % | 282.023 $ | |||||
| West Financial Advisors, LLC | 1.930.168 $ | +229.021 $ | +13,5 % | 1.701.147 $ | +20.284 $ | +1,2 % | 1.680.863 $ | |||||
| OMNI 360 Wealth, Inc. | 1.924.651 $ | +239.263 $ | +14,2 % | 1.685.388 $ | +251.452 $ | +17,5 % | 1.433.936 $ | +132.139 $ | +10,2 % | 1.301.797 $ | +143.868 $ | +12,4 % |
| Disciplined Investors, L.L.C. | 1.923.167 $ | +215.937 $ | +12,6 % | 1.707.230 $ | +36.081 $ | +2,2 % | 1.671.149 $ | +80.081 $ | +5,0 % | |||
| Shakespeare Wealth Management, LLC | 1.885.323 $ | +226.811 $ | +13,7 % | 1.658.512 $ | +18.142 $ | +1,1 % | 1.640.370 $ | -1.341 $ | -0,1 % | |||
| Rather & Kittrell, Inc. | 1.862.090 $ | +224.016 $ | +13,7 % | 1.638.074 $ | +6.572 $ | +0,4 % | 1.631.502 $ | +42.190 $ | +2,7 % | |||
| Western Wealth Management, LLC | 1.862.067 $ | +275.096 $ | +17,3 % | 1.586.971 $ | -7.032 $ | -0,4 % | 1.594.003 $ | +351.098 $ | +28,2 % | |||
| DAVENPORT & Co LLC | 1.843.957 $ | +830.493 $ | +81,9 % | 1.013.464 $ | +53.321 $ | +5,6 % | 960.143 $ | +249.223 $ | +35,1 % | 710.920 $ | +32.879 $ | +4,8 % |
| GATEWAY INVESTMENT ADVISERS LLC | 1.836.468 $ | +104.806 $ | +6,1 % | 1.731.662 $ | ||||||||
| NATIXIS ADVISORS, LLC | 1.805.000 $ | +432.000 $ | +31,5 % | 1.373.000 $ | +716.000 $ | +109,0 % | 657.000 $ | -91.000 $ | -12,2 % | |||
| Nova Wealth Management, Inc. | 1.802.815 $ | +338.434 $ | +23,1 % | 1.464.381 $ | +413.131 $ | +39,3 % | 1.051.250 $ | +390.354 $ | +59,1 % | |||
| Clearstead Advisors, LLC | 1.692.334 $ | -108.334 $ | -6,0 % | 1.800.668 $ | +1.238.060 $ | +220,1 % | 562.608 $ | +20.549 $ | +3,8 % | |||
| WEDBUSH SECURITIES INC | 1.788.000 $ | +584.000 $ | +48,5 % | 1.204.000 $ | +319.000 $ | +36,0 % | 885.000 $ | +101.000 $ | +12,9 % | |||
| Plante Moran Financial Advisors, LLC | 1.785.309 $ | +205.656 $ | +13,0 % | 1.579.653 $ | +17.327 $ | +1,1 % | 1.562.326 $ | +290.323 $ | +22,8 % | |||
| Bragg Financial Advisors, Inc | 1.767.322 $ | +183.052 $ | +11,6 % | 1.584.270 $ | +20.332 $ | +1,3 % | 1.563.938 $ | +56.998 $ | +3,8 % | |||
| Maltin Wealth Management, Inc. | 367.922 $ | -1.999 $ | -0,5 % | 369.921 $ | +23.698 $ | +6,8 % | 346.223 $ | -1.420.048 $ | -80,4 % | 1.766.271 $ | +172.272 $ | +10,8 % |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.355.853 $ | -372.404 $ | -21,5 % | 1.728.257 $ | +1.525.691 $ | +753,2 % | 202.566 $ | |||||
| SUMMITRY LLC | 1.711.793 $ | +21.969 $ | +1,3 % | 1.689.824 $ | ||||||||
| OVERSEA-CHINESE BANKING Corp Ltd | 1.693.336 $ | +89.660 $ | +5,6 % | 1.603.676 $ | +42.832 $ | +2,7 % | 1.560.844 $ | +66.042 $ | +4,4 % | |||
| Avantax Planning Partners, Inc. | 1.676.497 $ | +201.689 $ | +13,7 % | 1.474.808 $ | +14.329 $ | +1,0 % | 1.460.479 $ | +53.227 $ | +3,8 % | |||
| Diversified Portfolios, Inc. | 1.665.475 $ | +200.363 $ | +13,7 % | 1.465.112 $ | +18.803 $ | +1,3 % | 1.446.309 $ | +52.711 $ | +3,8 % | |||
| Glen Eagle Advisors, LLC | 1.660.022 $ | +152.177 $ | +10,1 % | 1.507.845 $ | -62.758 $ | -4,0 % | 1.570.603 $ | +24.689 $ | +1,6 % | |||
| Principle Wealth Partners LLC | 1.651.697 $ | +198.705 $ | +13,7 % | 1.452.992 $ | +18.648 $ | +1,3 % | 1.434.344 $ | +52.274 $ | +3,8 % | |||
| Fairman Group, LLC | 1.642.024 $ | +191.037 $ | +13,2 % | 1.450.987 $ | +14.375 $ | +1,0 % | 1.436.612 $ | +25.867 $ | +1,8 % | |||
| MRWM Advisors, LLC | 1.641.014 $ | +120.416 $ | +7,9 % | 1.520.598 $ | -8.316 $ | -0,5 % | 1.528.914 $ | +74.989 $ | +5,2 % | |||
| REGIONS FINANCIAL CORP | 1.603.069 $ | +324.363 $ | +25,4 % | 1.278.706 $ | +347.813 $ | +37,4 % | 930.893 $ | +33.927 $ | +3,8 % | |||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.598.569 $ | +63.219 $ | +4,1 % | 1.535.350 $ | +382.523 $ | +33,2 % | 1.152.827 $ | +7.622 $ | +0,7 % | 1.145.205 $ | +137.718 $ | +13,7 % |
| ASSETMARK, INC | 1.597.056 $ | +791.974 $ | +98,4 % | 805.082 $ | -41.510 $ | -4,9 % | 846.592 $ | -71.480 $ | -7,8 % | 918.072 $ | +18.220 $ | +2,0 % |
| Whipplewood Advisors, LLC | 1.593.874 $ | +109.184 $ | +7,4 % | 1.484.690 $ | -16.307 $ | -1,1 % | 1.500.997 $ | -31.832 $ | -2,1 % | 1.532.829 $ | +41.713 $ | +2,8 % |
| Brookstone Capital Management | 1.590.562 $ | +340.258 $ | +27,2 % | 1.250.304 $ | +9.306 $ | +0,7 % | 1.240.998 $ | +63.416 $ | +5,4 % | |||
| Sterling Financial Planning, Inc. | 1.583.929 $ | +135.282 $ | +9,3 % | 1.448.647 $ | +18.905 $ | +1,3 % | 1.429.742 $ | -45.751 $ | -3,1 % | |||
| Diversified Trust Co | 1.581.998 $ | +190.320 $ | +13,7 % | 1.391.678 $ | +17.861 $ | +1,3 % | 1.373.817 $ | +50.069 $ | +3,8 % | |||
| MISSION WEALTH MANAGEMENT, LP | 962.753 $ | -604.388 $ | -38,6 % | 1.567.141 $ | +673.083 $ | +75,3 % | 894.058 $ | +34.531 $ | +4,0 % | 859.527 $ | +33.886 $ | +4,1 % |
| CreativeOne Wealth, LLC | 930.098 $ | -628.918 $ | -40,3 % | 1.559.016 $ | +317.463 $ | +25,6 % | 1.241.553 $ | +408.257 $ | +49,0 % | |||
| GUIDANCE CAPITAL, INC | 301.740 $ | -1.243.876 $ | -80,5 % | 1.545.616 $ | -2.628.400 $ | -63,0 % | ||||||
| Addison Advisors LLC | 1.545.258 $ | +57.331 $ | +3,9 % | 1.487.927 $ | +19.096 $ | +1,3 % | 1.468.831 $ | +53.531 $ | +3,8 % | |||
| Choate Investment Advisors | 1.410.516 $ | -97.114 $ | -6,4 % | 1.507.630 $ | +32.354 $ | +2,2 % | 1.475.276 $ | +59.116 $ | +4,2 % | |||
| KINGSWOOD WEALTH ADVISORS, LLC | 1.503.202 $ | +264.489 $ | +21,4 % | 1.238.713 $ | +65.679 $ | +5,6 % | 1.173.034 $ | +7.057 $ | +0,6 % | |||
| WEALTHSPAN PARTNERS, LLC | 1.499.765 $ | +189.125 $ | +14,4 % | 1.310.640 $ | +134.121 $ | +11,4 % | 1.176.519 $ | +42.878 $ | +3,8 % | |||
| Empowered Funds, LLC | 1.487.500 $ | +278.527 $ | +23,0 % | 1.208.973 $ | -110.605 $ | -8,4 % | 1.319.578 $ | |||||
| Cambria Investment Management, L.P. | 1.487.500 $ | +278.527 $ | +23,0 % | 1.208.973 $ | -74.477 $ | -5,8 % | 1.283.450 $ | |||||
| Colorado Capital Management, Inc. | 1.472.000 $ | +11.000 $ | +0,8 % | 1.461.000 $ | +176.000 $ | +13,7 % | 1.285.000 $ | +16.000 $ | +1,3 % | 1.269.000 $ | +46.000 $ | +3,8 % |
| Ancora Advisors LLC | 1.466.051 $ | +152.756 $ | +11,6 % | 1.313.295 $ | +16.903 $ | +1,3 % | 1.296.392 $ | -2.631.639 $ | -67,0 % | |||
| Allen Capital Group, LLC | 1.453.785 $ | +215.628 $ | +17,4 % | 1.238.157 $ | -16.390 $ | -1,3 % | 1.254.547 $ | +26.779 $ | +2,2 % | |||
| BANK OF MONTREAL /CAN/ | 1.442.505 $ | +433.665 $ | +43,0 % | 1.008.840 $ | +29.043 $ | +3,0 % | 979.797 $ | +49.009 $ | +5,3 % | |||
| Osprey Private Wealth LLC | 1.438.251 $ | +133.654 $ | +10,2 % | 1.304.597 $ | -128.734 $ | -9,0 % | 1.433.331 $ | |||||
| Sylvest Advisors, LLC | 1.416.937 $ | +899.383 $ | +173,8 % | 517.554 $ | ||||||||
| RENAISSANCE TECHNOLOGIES LLC | 297.489 $ | -1.118.905 $ | -79,0 % | 1.416.394 $ | +313.774 $ | +28,5 % | 1.102.620 $ | -457.125 $ | -29,3 % | |||
| Sovereign Financial Group, Inc. | 1.405.969 $ | +340.489 $ | +32,0 % | 1.065.480 $ | +14.050 $ | +1,3 % | 1.051.430 $ | +92.164 $ | +9,6 % | |||
| CENTAURUS FINANCIAL, INC. | 418.000 $ | -651.000 $ | -60,9 % | 1.069.000 $ | -316.000 $ | -22,8 % | 1.385.000 $ | +109.000 $ | +8,5 % | |||
| Apollon Wealth Management, LLC | 1.384.360 $ | +104.943 $ | +8,2 % | 1.279.417 $ | -13.102 $ | -1,0 % | 1.292.519 $ | -547.616 $ | -29,8 % | |||
| Neuberger Berman Group LLC | 1.357.234 $ | +186.190 $ | +15,9 % | 1.171.044 $ | +15.029 $ | +1,3 % | 1.156.015 $ | +84.628 $ | +7,9 % | |||
| AIMZ Investment Advisors, LLC | 1.350.750 $ | +162.500 $ | +13,7 % | 1.188.250 $ | +15.250 $ | +1,3 % | 1.173.000 $ | +42.750 $ | +3,8 % | |||
| EnRich Financial Partners LLC | 1.341.398 $ | +9.858 $ | +0,7 % | 1.331.540 $ | +160.189 $ | +13,7 % | 1.171.351 $ | +12.265 $ | +1,1 % | 1.159.086 $ | +30.488 $ | +2,7 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 1.311.574 $ | -17.133 $ | -1,3 % | 1.328.707 $ | +140.922 $ | +11,9 % | 1.187.785 $ | +38.436 $ | +3,3 % | 1.149.349 $ | -342.411 $ | -23,0 % |
| Austin Wealth Management, LLC | 1.317.791 $ | +152.348 $ | +13,1 % | 1.165.443 $ | -10.451 $ | -0,9 % | 1.175.894 $ | +6.042 $ | +0,5 % | |||
| DIMENSION CAPITAL MANAGEMENT LLC | 1.315.073 $ | +124.151 $ | +10,4 % | 1.190.922 $ | +3.766 $ | +0,3 % | 1.187.156 $ | +50.230 $ | +4,4 % | |||
| Austin Asset Management Co Inc | 1.311.117 $ | +157.732 $ | +13,7 % | 1.153.385 $ | +14.803 $ | +1,3 % | 1.138.582 $ | +41.495 $ | +3,8 % | |||
| Immaculate Wealth Management LLC | 1.306.573 $ | +145.573 $ | +12,5 % | 1.161.000 $ | ||||||||
| Parallel Advisors, LLC | 1.299.729 $ | +290.557 $ | +28,8 % | 1.009.172 $ | +335.958 $ | +49,9 % | 673.214 $ | +154.814 $ | +29,9 % | |||
| EVERGREEN CAPITAL MANAGEMENT LLC | 787.975 $ | -82.538 $ | -9,5 % | 870.513 $ | -426.967 $ | -32,9 % | 1.297.480 $ | -411.911 $ | -24,1 % | |||
| FARMERS & MERCHANTS INVESTMENTS INC | 1.287.589 $ | +154.902 $ | +13,7 % | 1.132.687 $ | +14.536 $ | +1,3 % | 1.118.151 $ | +40.751 $ | +3,8 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 609.720 $ | -677.240 $ | -52,6 % | 1.286.960 $ | +620.274 $ | +93,0 % | 666.686 $ | -2.351.386 $ | -77,9 % | |||
| Virtus Family Office LLC | 1.286.292 $ | +67.290 $ | +5,5 % | 1.219.002 $ | -23.346 $ | -1,9 % | 1.242.348 $ | -10.692 $ | -0,9 % | |||
| LexAurum Advisors, LLC | 1.243.613 $ | -29.274 $ | -2,3 % | 1.272.887 $ | +126.227 $ | +11,0 % | 1.146.660 $ | -91.057 $ | -7,4 % | |||
| BRIGHTON JONES LLC | 1.266.666 $ | +150.218 $ | +13,5 % | 1.116.448 $ | +63.445 $ | +6,0 % | ||||||
| WealthPlan Investment Management, LLC | 1.185.976 $ | -76.813 $ | -6,1 % | 1.262.789 $ | +151.918 $ | +13,7 % | 1.110.871 $ | +28.427 $ | +2,6 % | 1.082.444 $ | +39.494 $ | +3,8 % |
| D. E. Shaw & Co., Inc. | 1.261.627 $ | +1.031.578 $ | +448,4 % | 230.049 $ | ||||||||
| Wedmont Private Capital | 1.221.315 $ | +548.520 $ | +81,5 % | 672.795 $ | ||||||||
| Nuveen, LLC | 1.219.876 $ | |||||||||||
| IFG Advisory, LLC | 1.218.514 $ | +351.530 $ | +40,5 % | 866.984 $ | +23.518 $ | +2,8 % | ||||||
| BURKETT FINANCIAL SERVICES, LLC | 1.188.199 $ | -22.880 $ | -1,9 % | 1.211.079 $ | +84.386 $ | +7,5 % | 1.126.693 $ | -7.173 $ | -0,6 % | 1.133.866 $ | +24.102 $ | +2,2 % |
| OPPENHEIMER & CO INC | 1.205.384 $ | +220.653 $ | +22,4 % | 984.731 $ | +71.265 $ | +7,8 % | 913.466 $ | +153.041 $ | +20,1 % | |||
| CHOREO, LLC | 1.204.376 $ | +123.502 $ | +11,4 % | 1.080.874 $ | +261.212 $ | +31,9 % | 819.662 $ | +35.721 $ | +4,6 % | |||
| Perennial Investment Advisors, LLC | 1.183.889 $ | +78.938 $ | +7,1 % | 1.104.951 $ | +33.009 $ | +3,1 % | 1.071.942 $ | +30.884 $ | +3,0 % | |||
| FIFTH THIRD SECURITIES, INC. | 1.176.725 $ | +71.031 $ | +6,4 % | 1.105.694 $ | +359.439 $ | +48,2 % | 746.255 $ | -155.724 $ | -17,3 % | 901.979 $ | +253.167 $ | +39,0 % |
| Cedar Wealth Management, LLC | 1.164.303 $ | +109.917 $ | +10,4 % | 1.054.386 $ | +28.162 $ | +2,7 % | 1.026.224 $ | +43.421 $ | +4,4 % | |||
| Chicago Partners Investment Group LLC | 1.163.818 $ | +215.714 $ | +22,8 % | 948.104 $ | +114.780 $ | +13,8 % | 833.324 $ | +37.306 $ | +4,7 % | |||
| Kaydan Wealth Management, Inc. | 1.088.872 $ | -73.043 $ | -6,3 % | 1.161.915 $ | +139.782 $ | +13,7 % | 1.022.133 $ | +13.118 $ | +1,3 % | 1.009.015 $ | +36.774 $ | +3,8 % |
| BCR Wealth Strategies, LLC | 1.136.000 $ | +212.000 $ | +22,9 % | 924.000 $ | ||||||||
| Hobbs Group Advisors, LLC | 1.124.090 $ | +106.121 $ | +10,4 % | 1.017.969 $ | +27.189 $ | +2,7 % | 990.780 $ | +46.361 $ | +4,9 % | |||
| Bernicke Wealth Management, Ltd. | 1.104.427 $ | +132.866 $ | +13,7 % | 971.561 $ | +11.062 $ | +1,2 % | 960.499 $ | |||||
| Summit Place Financial Advisors, LLC | 1.080.600 $ | +130.000 $ | +13,7 % | 950.600 $ | +12.200 $ | +1,3 % | 938.400 $ | +34.200 $ | +3,8 % | |||
| HBW ADVISORY SERVICES LLC | 320.460 $ | +38.383 $ | +13,6 % | 282.077 $ | -660.796 $ | -70,1 % | 942.873 $ | -128.831 $ | -12,0 % | 1.071.704 $ | +375.811 $ | +54,0 % |
| Sage Mountain Advisors LLC | 791.055 $ | -74.605 $ | -8,6 % | 865.660 $ | -205.502 $ | -19,2 % | 1.071.162 $ | +43.459 $ | +4,2 % | |||
| Envestnet Portfolio Solutions, Inc. | 1.020.550 $ | +768.702 $ | +305,2 % | 251.848 $ | -817.440 $ | -76,4 % | 1.069.288 $ | +43.237 $ | +4,2 % | |||
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 979.961 $ | -81.036 $ | -7,6 % | 1.060.997 $ | +11.629 $ | +1,1 % | 1.049.368 $ | +116.230 $ | +12,5 % | |||
| Center for Financial Planning, Inc. | 1.054.804 $ | +122.013 $ | +13,1 % | 932.791 $ | -23.326 $ | -2,4 % | 956.117 $ | +34.970 $ | +3,8 % | |||
| Kestra Investment Management, LLC | 1.048.752 $ | +177.913 $ | +20,4 % | 870.839 $ | +41.571 $ | +5,0 % | 829.268 $ | +52.086 $ | +6,7 % | |||
| ProVise Management Group, LLC | 1.040.139 $ | +98.010 $ | +10,4 % | 942.129 $ | +91.912 $ | +10,8 % | 850.217 $ | +64.014 $ | +8,1 % | |||
| TUDOR INVESTMENT CORP ET AL | 1.031.188 $ | +645.743 $ | +167,5 % | |||||||||
| Clark Capital Management Group, Inc. | 1.028.047 $ | +403.498 $ | +64,6 % | 624.549 $ | +16.640 $ | +2,7 % | 607.909 $ | |||||
| Blake Schutter Theil Wealth Advisors, LLC | 1.027.056 $ | +123.558 $ | +13,7 % | 903.498 $ | +11.596 $ | +1,3 % | 891.902 $ | +11.030 $ | +1,3 % | |||
| Capital Investment Advisors, LLC | 1.022.248 $ | +118.037 $ | +13,1 % | 904.211 $ | +337.136 $ | +59,5 % | 567.075 $ | +108.872 $ | +23,8 % | |||
| CIBC WORLD MARKET INC. | 1.021.491 $ | +156.493 $ | +18,1 % | 864.998 $ | -20.007 $ | -2,3 % | 885.005 $ | +17.425 $ | +2,0 % | |||
| Almanack Investment Partners, LLC. | 1.001.176 $ | +120.445 $ | +13,7 % | 880.731 $ | +11.303 $ | +1,3 % | 869.428 $ | +31.687 $ | +3,8 % | |||
| Cooper Financial Group | 970.541 $ | +6.214 $ | +0,6 % | 964.327 $ | +116.012 $ | +13,7 % | 848.315 $ | -4.456 $ | -0,5 % | 852.771 $ | -96.775 $ | -10,2 % |
| Fortis Group Advisors, LLC | 961.142 $ | +944.031 $ | +5.517,1 % | 17.111 $ | -612.990 $ | -97,3 % | 630.101 $ | +613.825 $ | +3.771,4 % | |||
| MA Private Wealth | 951.076 $ | +51.839 $ | +5,8 % | 899.237 $ | -45.260 $ | -4,8 % | 944.497 $ | -5.153.225 $ | -84,5 % | |||
| Harbor Asset Planning, Inc. | 920.603 $ | +111.350 $ | +13,8 % | 809.253 $ | +14.575 $ | +1,8 % | 794.678 $ | +80.980 $ | +11,3 % | |||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 917.412 $ | +110.501 $ | +13,7 % | 806.911 $ | +43.323 $ | +5,7 % | 763.588 $ | +6.607 $ | +0,9 % | |||
| OneAscent Wealth Management LLC | 912.738 $ | +138.139 $ | +17,8 % | 774.599 $ | +126.653 $ | +19,5 % | 647.946 $ | -80.918 $ | -11,1 % | |||
| Park Place Capital Corp | 907.215 $ | +696.586 $ | +330,7 % | 210.629 $ | -6.148 $ | -2,8 % | 216.777 $ | +8.730 $ | +4,2 % | |||
| DAVIDSON TRUST CO | 878.166 $ | -24.894 $ | -2,8 % | 903.060 $ | +99.252 $ | +12,3 % | 803.808 $ | +105.084 $ | +15,0 % | 698.724 $ | +103.653 $ | +17,4 % |
| SkyView Investment Advisors, LLC | 818.000 $ | -84.000 $ | -9,3 % | 902.000 $ | +33.000 $ | +3,8 % | ||||||
| Strategic Blueprint, LLC | 899.295 $ | +258.840 $ | +40,4 % | 640.455 $ | -29.920 $ | -4,5 % | 670.375 $ | -275.482 $ | -29,1 % | |||
| KINTRA WEALTH, LLC | 897.906 $ | |||||||||||
| CHAPMAN FINANCIAL GROUP, LLC | 896.700 $ | +107.876 $ | +13,7 % | 788.824 $ | +10.405 $ | +1,3 % | 778.419 $ | +18.878 $ | +2,5 % | |||
| Summit Investment Advisory Services, LLC | 890.618 $ | +39.251 $ | +4,6 % | 851.367 $ | +13.389 $ | +1,6 % | 837.978 $ | +27.592 $ | +3,4 % | |||
| ASHTON THOMAS SECURITIES, LLC | 882.741 $ | +37.129 $ | +4,4 % | 845.612 $ | +56.563 $ | +7,2 % | 789.049 $ | +356 $ | +0,0 % | |||
| Diversify Advisory Services, LLC | 387.333 $ | -479.989 $ | -55,3 % | 867.322 $ | +559.716 $ | +182,0 % | 307.606 $ | +18.897 $ | +6,5 % | |||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 387.333 $ | -479.989 $ | -55,3 % | 867.322 $ | +233.277 $ | +36,8 % | 634.045 $ | +377.742 $ | +147,4 % | 256.303 $ | -760 $ | -0,3 % |
| Meridian Wealth Advisors, LLC | 854.833 $ | +123.027 $ | +16,8 % | 731.806 $ | +106.236 $ | +17,0 % | 625.570 $ | |||||
| ROMAN BUTLER FULLERTON & CO | 849.116 $ | |||||||||||
| Empower Advisory Group, LLC | 400.254 $ | +28.807 $ | +7,8 % | 371.447 $ | -473.381 $ | -56,0 % | 844.828 $ | +216.409 $ | +34,4 % | |||
| Berkeley, Inc | 796.260 $ | -40.086 $ | -4,8 % | 836.346 $ | +78.956 $ | +10,4 % | 757.390 $ | -2.519 $ | -0,3 % | 759.909 $ | +36.037 $ | +5,0 % |
| Evercore Wealth Management, LLC | 836.006 $ | +100.574 $ | +13,7 % | 735.432 $ | +9.439 $ | +1,3 % | 725.993 $ | +26.459 $ | +3,8 % | |||
| CATALYST FINANCIAL PARTNERS LLC | 715.735 $ | -118.226 $ | -14,2 % | 833.961 $ | +204.858 $ | +32,6 % | 629.103 $ | +127.905 $ | +25,5 % | |||
| Discipline Wealth Solutions, LLC | 829.923 $ | +6.099 $ | +0,7 % | 823.824 $ | +99.109 $ | +13,7 % | 724.715 $ | +9.301 $ | +1,3 % | 715.414 $ | -13.350 $ | -1,8 % |
| MTM FINANCIAL GROUP, LLC | 818.080 $ | +74.044 $ | +10,0 % | 744.036 $ | +31.619 $ | +4,4 % | 712.417 $ | +181.640 $ | +34,2 % | |||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 814.061 $ | +2.534 $ | +0,3 % | 811.527 $ | +293.936 $ | +56,8 % | 517.591 $ | -29.324 $ | -5,4 % | |||
| Meridian Wealth Management, LLC | 812.254 $ | +8.690 $ | +1,1 % | 803.564 $ | +5.621 $ | +0,7 % | 797.943 $ | -593 $ | -0,1 % | |||
| Quadcap Wealth Management, LLC | 810.450 $ | +97.500 $ | +13,7 % | 712.950 $ | +9.150 $ | +1,3 % | 703.800 $ | +25.650 $ | +3,8 % | |||
| GSG Advisors LLC | 810.265 $ | +99.242 $ | +14,0 % | 711.023 $ | +11.217 $ | +1,6 % | 699.806 $ | +25.311 $ | +3,8 % | |||
| Redwood Financial Network Corp | 809.469 $ | +293.651 $ | +56,9 % | 515.818 $ | +3.478 $ | +0,7 % | 512.340 $ | +33.579 $ | +7,0 % | |||
| Simplicity Wealth,LLC | 805.304 $ | +247.487 $ | +44,4 % | 557.817 $ | +36.279 $ | +7,0 % | 521.538 $ | -802 $ | -0,2 % | |||
| Y-Intercept (Hong Kong) Ltd | 800.917 $ | +344.095 $ | +75,3 % | |||||||||
| 71 West Capital Partners | 798.757 $ | +75.407 $ | +10,4 % | 723.350 $ | ||||||||
| MCF Advisors LLC | 794.079 $ | +760.712 $ | +2.279,8 % | 33.367 $ | +429 $ | +1,3 % | 32.938 $ | -11.737 $ | -26,3 % | |||
| BROWN ADVISORY INC | 788.513 $ | +90.916 $ | +13,0 % | 697.597 $ | -41.721 $ | -5,6 % | 739.318 $ | +53.211 $ | +7,8 % | |||
| SC&H Financial Advisors, Inc. | 670.953 $ | -109.926 $ | -14,1 % | 780.879 $ | +94.780 $ | +13,8 % | 686.099 $ | +9.787 $ | +1,4 % | 676.312 $ | +25.549 $ | +3,9 % |
| STEPHENS INC /AR/ | 580.000 $ | -143.580 $ | -19,8 % | 723.580 $ | -57.020 $ | -7,3 % | 780.600 $ | -1.200 $ | -0,2 % | |||
| FIRST CITIZENS BANK & TRUST CO | 737.276 $ | -8.503 $ | -1,1 % | 745.779 $ | -34.259 $ | -4,4 % | 780.038 $ | -135 $ | -0,0 % | 780.173 $ | +14.354 $ | +1,9 % |
| ASPIRIANT, LLC | 767.525 $ | -11.415 $ | -1,5 % | 778.940 $ | +31.426 $ | +4,2 % | 747.514 $ | +48.617 $ | +7,0 % | 698.897 $ | -1.075 $ | -0,2 % |
| Fortitude Family Office, LLC | 772.416 $ | +5.676 $ | +0,7 % | 766.740 $ | +84.399 $ | +12,4 % | 682.341 $ | +8.757 $ | +1,3 % | 673.584 $ | -14.603 $ | -2,1 % |
| Integrated Advisors Network LLC | 748.644 $ | -23.082 $ | -3,0 % | 771.726 $ | +278.650 $ | +56,5 % | 493.076 $ | +59.044 $ | +13,6 % | 434.032 $ | -7.309 $ | -1,7 % |
| Roehl & Yi Investment Advisors, LLC | 769.479 $ | +36.335 $ | +5,0 % | 733.144 $ | -24.823 $ | -3,3 % | 757.967 $ | +10.536 $ | +1,4 % | |||
| Legacy Financial Group LLC | 769.063 $ | +92.521 $ | +13,7 % | 676.542 $ | -29.322 $ | -4,2 % | 705.864 $ | +62.345 $ | +9,7 % | |||
| CoreCap Advisors, LLC | 765.483 $ | +12.982 $ | +1,7 % | 752.501 $ | +62.428 $ | +9,0 % | 690.073 $ | +2.501 $ | +0,4 % | 687.572 $ | +598 $ | +0,1 % |
| READYSTATE ASSET MANAGEMENT LP | 764.282 $ | +199.037 $ | +35,2 % | 565.245 $ | ||||||||
| Keel Point, LLC | 517.712 $ | -244.365 $ | -32,1 % | 762.077 $ | +550.796 $ | +260,7 % | 211.281 $ | +7.700 $ | +3,8 % | |||
| WealthShield Partners, LLC | 9.244 $ | -737.498 $ | -98,8 % | 746.742 $ | -10.761 $ | -1,4 % | 757.503 $ | -17.071 $ | -2,2 % | |||
| SageView Advisory Group, LLC | 361.375 $ | +43.777 $ | +13,8 % | 317.598 $ | -429.103 $ | -57,5 % | 746.701 $ | +14.857 $ | +2,0 % | |||
| M Wealth Management, LLC | 744.189 $ | +2.583 $ | +0,3 % | 741.606 $ | +70.012 $ | +10,4 % | 671.594 $ | -6.879 $ | -1,0 % | 678.473 $ | +40.253 $ | +6,3 % |
| Virtu Financial LLC | 214.000 $ | -523.000 $ | -71,0 % | 737.000 $ | -696.000 $ | -48,6 % | ||||||
| B. Riley Wealth Advisors, Inc. | 727.752 $ | +274.029 $ | +60,4 % | 453.723 $ | +50.383 $ | +12,5 % | 403.340 $ | +1.457 $ | +0,4 % | 401.883 $ | +12.922 $ | +3,3 % |
| MATHER GROUP, LLC. | 727.338 $ | +20.282 $ | +2,9 % | 707.056 $ | +80.222 $ | +12,8 % | 626.834 $ | +175.088 $ | +38,8 % | 451.746 $ | -143.207 $ | -24,1 % |
| Spire Wealth Management | 695.745 $ | -23.391 $ | -3,3 % | 719.136 $ | +26.306 $ | +3,8 % | 692.830 $ | -3.019.741 $ | -81,3 % | |||
| Provident Living Financial Services, Inc. | 712.904 $ | +67.303 $ | +10,4 % | 645.601 $ | +3.512 $ | +0,5 % | 642.089 $ | |||||
| Sowell Financial Services LLC | 651.836 $ | -30.152 $ | -4,4 % | 681.988 $ | -28.983 $ | -4,1 % | 710.971 $ | +7.731 $ | +1,1 % | 703.240 $ | -2.021.507 $ | -74,2 % |
| Wellington Grp LLC | 709.131 $ | +66.947 $ | +10,4 % | 642.184 $ | +17.152 $ | +2,7 % | 625.032 $ | |||||
| Aspen Grove Capital, LLC | 705.048 $ | +66.561 $ | +10,4 % | 638.487 $ | +17.053 $ | +2,7 % | 621.434 $ | +26.294 $ | +4,4 % | |||
| Leo Wealth, LLC | 699.867 $ | +13.858 $ | +2,0 % | 686.009 $ | +358.395 $ | +109,4 % | ||||||
| WEST BANCORPORATION INC | 699.256 $ | +84.123 $ | +13,7 % | 615.133 $ | +7.894 $ | +1,3 % | 607.239 $ | -29.408 $ | -4,6 % | |||
| ELCO Management Co., LLC | 612.097 $ | -84.140 $ | -12,1 % | 696.237 $ | -30.186 $ | -4,2 % | ||||||
| HighPoint Advisor Group LLC | 696.029 $ | +368.144 $ | +112,3 % | 327.885 $ | -77.934 $ | -19,2 % | 405.819 $ | |||||
| Balefire, LLC | 617.405 $ | -66.809 $ | -9,8 % | 684.214 $ | -3.398 $ | -0,5 % | 687.612 $ | -7.980 $ | -1,1 % | 695.592 $ | +159.906 $ | +29,9 % |
| Herold Advisors, Inc. | 694.464 $ | +4.464 $ | +0,6 % | 690.000 $ | +39.422 $ | +6,1 % | 650.578 $ | +27.635 $ | +4,4 % | 622.943 $ | -20.875 $ | -3,2 % |
| HUB Investment Partners, LLC | 693.786 $ | |||||||||||
| Trust Co of the South | 688.540 $ | +5.060 $ | +0,7 % | 683.480 $ | +82.225 $ | +13,7 % | 601.255 $ | +7.717 $ | +1,3 % | 593.538 $ | +21.631 $ | +3,8 % |
| EVOKE WEALTH, LLC | 686.333 $ | +8.808 $ | +1,3 % | 677.525 $ | +93.638 $ | +16,0 % | ||||||
| HEADINVEST, LLC | 684.167 $ | +64.590 $ | +10,4 % | 619.577 $ | +16.548 $ | +2,7 % | 603.029 $ | +25.515 $ | +4,4 % | |||
| ROVIN CAPITAL /UT/ /ADV | 680.000 $ | -562.000 $ | -45,2 % | |||||||||
| Icon Wealth Advisors, LLC | 670.857 $ | +27.341 $ | +4,2 % | 643.516 $ | -1.092 $ | -0,2 % | ||||||
| 5T Wealth, LLC | 670.016 $ | +101.458 $ | +17,8 % | 568.558 $ | +7.739 $ | +1,4 % | 560.819 $ | -29.734 $ | -5,0 % | |||
| Essex Bank | 601.450 $ | -67.803 $ | -10,1 % | 669.253 $ | +80.529 $ | +13,7 % | 588.724 $ | +7.557 $ | +1,3 % | 581.167 $ | +164.197 $ | +39,4 % |
| Abacus Wealth Partners, LLC | 660.247 $ | +30.807 $ | +4,9 % | 629.440 $ | +8.078 $ | +1,3 % | 621.362 $ | +16.633 $ | +2,8 % | |||
| FSA WEALTH PARTNERS, INC. | 658.356 $ | |||||||||||
| VestGen Advisors, LLC | 656.356 $ | +17.979 $ | +2,8 % | 638.377 $ | +68.393 $ | +12,0 % | 569.984 $ | |||||
| Aptus Capital Advisors, LLC | 653.158 $ | +51.097 $ | +8,5 % | 602.061 $ | -5.082 $ | -0,8 % | 607.143 $ | +34.864 $ | +6,1 % | |||
| Belvedere Trading LLC | 652.092 $ | |||||||||||
| MOR Wealth Management, LLC | 650.381 $ | +61.400 $ | +10,4 % | 588.981 $ | +15.731 $ | +2,7 % | 573.250 $ | |||||
| Solitude Financial Services | 580.823 $ | +44.183 $ | +8,2 % | 536.640 $ | -111.091 $ | -17,2 % | 647.731 $ | +23.607 $ | +3,8 % | |||
| Aprio Wealth Management, LLC | 646.354 $ | +77.934 $ | +13,7 % | 568.420 $ | +7.504 $ | +1,3 % | 560.916 $ | +159.666 $ | +39,8 % | |||
| Tradition Wealth Management, LLC | 646.133 $ | +142.239 $ | +28,2 % | 503.894 $ | +20.446 $ | +4,2 % | 483.448 $ | +30.036 $ | +6,6 % | |||
| Prosperity Financial Group, Inc. | 637.919 $ | -4.513 $ | -0,7 % | 642.432 $ | +21.136 $ | +3,4 % | 621.296 $ | +124.389 $ | +25,0 % | |||
| M Holdings Securities, Inc. | 641.000 $ | +10.000 $ | +1,6 % | 631.000 $ | ||||||||
| Sovran Advisors, LLC | 640.821 $ | +1.358 $ | +0,2 % | 639.463 $ | +28.679 $ | +4,7 % | 610.784 $ | +39.073 $ | +6,8 % | |||
| STAGE HARBOR FINANCIAL, LLC | 640.027 $ | +76.998 $ | +13,7 % | 563.029 $ | +7.225 $ | +1,3 % | 555.804 $ | +20.257 $ | +3,8 % | |||
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 524.210 $ | -112.692 $ | -17,7 % | 636.902 $ | ||||||||
| Revolve Wealth Partners, LLC | 636.419 $ | +76.563 $ | +13,7 % | 559.856 $ | +14.505 $ | +2,7 % | 545.351 $ | +19.875 $ | +3,8 % | |||
| Edge Financial Advisors LLC | 634.833 $ | -64.852 $ | -9,3 % | |||||||||
| Root Financial Partners, LLC | 633.534 $ | +135.215 $ | +27,1 % | 498.319 $ | +69.327 $ | +16,2 % | 428.992 $ | +5.524 $ | +1,3 % | 423.468 $ | +83.255 $ | +24,5 % |
| MGO ONE SEVEN LLC | 632.862 $ | +44.312 $ | +7,5 % | 588.550 $ | +254.012 $ | +75,9 % | 334.538 $ | +18.521 $ | +5,9 % | |||
| Koshinski Asset Management, Inc. | 623.143 $ | +97.404 $ | +18,5 % | 525.739 $ | +42.419 $ | +8,8 % | 483.320 $ | +60.849 $ | +14,4 % | |||
| PRIVATE TRUST CO NA | 622.576 $ | +38.248 $ | +6,5 % | 584.328 $ | +81.440 $ | +16,2 % | 502.888 $ | +270.344 $ | +116,3 % | 232.544 $ | -315.440 $ | -57,6 % |
| Spectrum Planning & Advisory Services Inc. | 451.615 $ | -166.507 $ | -26,9 % | 618.122 $ | +12.798 $ | +2,1 % | 605.324 $ | +34.176 $ | +6,0 % | |||
| Mach-1 Financial Group, LLC | 616.925 $ | +107.833 $ | +21,2 % | 509.092 $ | +121.632 $ | +31,4 % | 387.460 $ | +85.394 $ | +28,3 % | |||
| Stratos Wealth Advisors, LLC | 611.884 $ | +17.327 $ | +2,9 % | |||||||||
| Confluence Wealth Services, Inc. | 610.889 $ | +73.763 $ | +13,7 % | 537.126 $ | +7.211 $ | +1,4 % | 529.915 $ | +19.313 $ | +3,8 % | |||
| Clearwater Capital Advisors, LLC | 606.807 $ | +63.194 $ | +11,6 % | 543.613 $ | +209.879 $ | +62,9 % | 333.734 $ | +6.634 $ | +2,0 % | |||
| COMMERCE BANK | 263.061 $ | -339.340 $ | -56,3 % | 602.401 $ | ||||||||
| Daviman Financial, LLC | 540.201 $ | +50.446 $ | +10,3 % | 489.755 $ | -109.800 $ | -18,3 % | 599.555 $ | |||||
| Trek Financial, LLC | 597.455 $ | +266.551 $ | +80,6 % | 330.904 $ | +4.247 $ | +1,3 % | 326.657 $ | +11.905 $ | +3,8 % | |||
| Diversified Enterprises, LLC | 595.300 $ | +4.058 $ | +0,7 % | 591.242 $ | +66.422 $ | +12,7 % | 524.820 $ | +5.744 $ | +1,1 % | 519.076 $ | -6.166 $ | -1,2 % |
| LJI Wealth Management, LLC | 594.330 $ | +78.210 $ | +15,2 % | 516.120 $ | ||||||||
| 1900 WEALTH MANAGEMENT LLC | 593.995 $ | +4.366 $ | +0,7 % | 589.629 $ | +70.934 $ | +13,7 % | 518.695 $ | +6.657 $ | +1,3 % | 512.038 $ | +18.661 $ | +3,8 % |
| Estate Counselors, LLC | 592.979 $ | +262.883 $ | +79,6 % | 330.096 $ | ||||||||
| Concorde Asset Management, LLC | 592.337 $ | +7.755 $ | +1,3 % | 584.582 $ | +19.080 $ | +3,4 % | ||||||
| Connecticut Wealth Management, LLC | 591.436 $ | +4.346 $ | +0,7 % | 587.090 $ | +70.629 $ | +13,7 % | 516.461 $ | +6.628 $ | +1,3 % | 509.833 $ | +18.581 $ | +3,8 % |
| Fund Evaluation Group, LLC | 577.959 $ | +1.800 $ | +0,3 % | 576.159 $ | -13.813 $ | -2,3 % | 589.972 $ | -38.311 $ | -6,1 % | |||
| Cranbrook Wealth Management, LLC | 589.942 $ | +55.694 $ | +10,4 % | 534.248 $ | +14.270 $ | +2,7 % | 519.978 $ | +22.001 $ | +4,4 % | |||
| FIRST AMERICAN TRUST, FSB | 587.172 $ | +44.894 $ | +8,3 % | 542.278 $ | -9.919 $ | -1,8 % | 552.197 $ | +23.364 $ | +4,4 % | |||
| Morling Financial Advisors, LLC | 584.605 $ | +70.330 $ | +13,7 % | 514.275 $ | +6.601 $ | +1,3 % | 507.674 $ | +18.502 $ | +3,8 % | |||
| Allie Family Office LLC | 582.783 $ | +121.980 $ | +26,5 % | |||||||||
| TRITONPOINT WEALTH, LLC | 576.860 $ | +36.519 $ | +6,8 % | 540.341 $ | +96.183 $ | +21,7 % | 444.158 $ | -15.517 $ | -3,4 % | 459.675 $ | -4.088.330 $ | -89,9 % |
| Echo Wealth Management, LLC | 548.927 $ | +3.926 $ | +0,7 % | 545.001 $ | +48.883 $ | +9,9 % | 496.118 $ | -79.637 $ | -13,8 % | 575.755 $ | +16.236 $ | +2,9 % |
| FINANCIAL LIFE ADVISORS | 230.073 $ | -137.891 $ | -37,5 % | 367.964 $ | -206.816 $ | -36,0 % | 574.780 $ | -1.800.790 $ | -75,8 % | |||
| M&T BANK CORP | 272.582 $ | +32.793 $ | +13,7 % | 239.789 $ | -328.685 $ | -57,8 % | 568.474 $ | -262.915 $ | -31,6 % | |||
| Canopy Partners, LLC | 561.692 $ | +53.027 $ | +10,4 % | 508.665 $ | +13.586 $ | +2,7 % | 495.079 $ | +20.947 $ | +4,4 % | |||
| One Wealth Advisors, LLC | 455.829 $ | -17.735 $ | -3,7 % | 473.564 $ | -79.833 $ | -14,4 % | 553.397 $ | -49.665 $ | -8,2 % | |||
| RIA Advisory Group LLC | 552.766 $ | +46.818 $ | +9,3 % | 505.948 $ | +5.372 $ | +1,1 % | 500.576 $ | +19.666 $ | +4,1 % | |||
| Sound View Wealth Advisors Group, LLC | 551.812 $ | +236.943 $ | +75,3 % | 314.869 $ | +50.037 $ | +18,9 % | 264.832 $ | |||||
| AssuredPartners Investment Advisors, LLC | 549.177 $ | +61.883 $ | +12,7 % | 487.294 $ | +13.620 $ | +2,9 % | 473.674 $ | +18.982 $ | +4,2 % | |||
| FOSTER & MOTLEY INC | 548.000 $ | +50.000 $ | +10,0 % | 498.000 $ | -23.000 $ | -4,4 % | 521.000 $ | +4.000 $ | +0,8 % | |||
| Qube Research & Technologies Ltd | 545.769 $ | +354.342 $ | +185,1 % | 191.427 $ | -253.910 $ | -57,0 % | 445.337 $ | +443.296 $ | +21.719,5 % | |||
| TRUEFG, LLC | 545.171 $ | +4.007 $ | +0,7 % | 541.164 $ | +65.104 $ | +13,7 % | 476.060 $ | +6.109 $ | +1,3 % | 469.951 $ | +17.128 $ | +3,8 % |
| CARDIFF PARK ADVISORS, LLC | 543.485 $ | +51.308 $ | +10,4 % | 492.177 $ | +13.145 $ | +2,7 % | 479.032 $ | +20.269 $ | +4,4 % | |||
| CRA Financial Services, LLC | 542.068 $ | +3.984 $ | +0,7 % | 538.084 $ | +52.851 $ | +10,9 % | 485.233 $ | +6.227 $ | +1,3 % | 479.006 $ | +17.457 $ | +3,8 % |
| Betterment LLC | 541.000 $ | +326.000 $ | +151,6 % | 215.000 $ | -34.000 $ | -13,7 % | 249.000 $ | -40.000 $ | -13,8 % | |||
| VALLEY NATIONAL ADVISERS INC | 105.629 $ | -431.371 $ | -80,3 % | 537.000 $ | +7.000 $ | +1,3 % | 530.000 $ | +74.000 $ | +16,2 % | |||
| SIMON QUICK ADVISORS, LLC | 534.876 $ | +65.761 $ | +14,0 % | 469.115 $ | +7.695 $ | +1,7 % | 461.420 $ | +18.448 $ | +4,2 % | |||
| Brooklyn Investment Group | 530.881 $ | |||||||||||
| Glassman Wealth Services | 525.820 $ | +102.898 $ | +24,3 % | 422.922 $ | +5.428 $ | +1,3 % | 417.494 $ | +15.215 $ | +3,8 % | |||
| Freestone Capital Holdings, LLC | 479.300 $ | +57.661 $ | +13,7 % | 421.639 $ | -103.884 $ | -19,8 % | 525.523 $ | +20.498 $ | +4,1 % | |||
| JOHNSON INVESTMENT COUNSEL INC | 508.732 $ | -15.537 $ | -3,0 % | 524.269 $ | +3.620 $ | +0,7 % | 520.649 $ | +86.915 $ | +20,0 % | |||
| INSIGNEO ADVISORY SERVICES, LLC | 523.553 $ | +243.791 $ | +87,1 % | 279.762 $ | -35.447 $ | -11,2 % | 315.209 $ | +11.488 $ | +3,8 % | |||
| PKS Advisory Services, LLC | 256.731 $ | -266.319 $ | -50,9 % | 523.050 $ | -1.157 $ | -0,2 % | ||||||
| Merkkuri Wealth Advisors LLC | 430.096 $ | -86.323 $ | -16,7 % | 516.419 $ | +13.793 $ | +2,7 % | 502.626 $ | +29.793 $ | +6,3 % | |||
| Van Hulzen Asset Management, LLC | 511.846 $ | +243.291 $ | +90,6 % | 268.555 $ | +3.446 $ | +1,3 % | 265.109 $ | +9.662 $ | +3,8 % | |||
| VANGUARD GROUP INC | 509.589 $ | +20.022 $ | +4,1 % | |||||||||
| Kovack Advisors, Inc. | 221.860 $ | -286.573 $ | -56,4 % | 508.433 $ | +26.627 $ | +5,5 % | 481.806 $ | +241.582 $ | +100,6 % | |||
| WEATHERLY ASSET MANAGEMENT L. P. | 506.651 $ | +3.723 $ | +0,7 % | 502.928 $ | +60.504 $ | +13,7 % | 442.424 $ | +5.678 $ | +1,3 % | 436.746 $ | +15.917 $ | +3,8 % |
| Maridea Wealth Management LLC | 502.205 $ | +10.810 $ | +2,2 % | 491.395 $ | +21.776 $ | +4,6 % | ||||||
| Sightline Wealth Advisors, LLC | 501.963 $ | +61.823 $ | +14,0 % | 440.140 $ | +7.350 $ | +1,7 % | 432.790 $ | +17.429 $ | +4,2 % | |||
| Venturi Wealth Management, LLC | 501.726 $ | +26.417 $ | +5,6 % | |||||||||
| Welch Group, LLC | 501.669 $ | +56.978 $ | +12,8 % | 444.691 $ | +8.616 $ | +2,0 % | 436.075 $ | +15.893 $ | +3,8 % | |||
| Plancorp, LLC | 499.292 $ | +48.407 $ | +10,7 % | 450.885 $ | +20.720 $ | +4,8 % | 430.165 $ | +15.677 $ | +3,8 % | |||
| PAX Financial Group, LLC | 495.481 $ | +98.153 $ | +24,7 % | 397.328 $ | -49.029 $ | -11,0 % | 446.357 $ | -343.704 $ | -43,5 % | |||
| Sandbox Financial Partners, LLC | 493.291 $ | +5.357 $ | +1,1 % | 487.934 $ | +18.806 $ | +4,0 % | ||||||
| Clear Creek Financial Management, LLC | 491.633 $ | +44.331 $ | +9,9 % | 447.302 $ | -4.721 $ | -1,0 % | 452.023 $ | -30.744 $ | -6,4 % | |||
| Trailhead Planners LLC | 490.917 $ | +59.059 $ | +13,7 % | 431.858 $ | -16.228 $ | -3,6 % | 448.086 $ | |||||
| AlphaStar Capital Management, LLC | 469.790 $ | +64.419 $ | +15,9 % | 405.371 $ | -78.153 $ | -16,2 % | 483.524 $ | +19.620 $ | +4,2 % | 463.904 $ | +25.451 $ | +5,8 % |
| Summit Financial Strategies, Inc. | 482.299 $ | +3.545 $ | +0,7 % | 478.754 $ | +57.595 $ | +13,7 % | 421.159 $ | -26.265 $ | -5,9 % | 447.424 $ | +16.306 $ | +3,8 % |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 480.625 $ | +6.496 $ | +1,4 % | 474.129 $ | +22.072 $ | +4,9 % | 452.057 $ | -5.593 $ | -1,2 % | |||
| Blue Fin Capital, Inc. | 479.948 $ | +57.739 $ | +13,7 % | 422.209 $ | +5.419 $ | +1,3 % | 416.790 $ | +9.222 $ | +2,3 % | |||
| Grange Capital, LLC | 478.984 $ | +225.043 $ | +88,6 % | 253.941 $ | ||||||||
| SALEM INVESTMENT COUNSELORS INC | 478.984 $ | +3.520 $ | +0,7 % | 475.464 $ | +57.200 $ | +13,7 % | 418.264 $ | +5.368 $ | +1,3 % | 412.896 $ | +15.048 $ | +3,8 % |
| Roundview Capital LLC | 478.976 $ | +45.740 $ | +10,6 % | 433.236 $ | +5.560 $ | +1,3 % | 427.676 $ | +11.065 $ | +2,7 % | |||
| Beckerman Institutional, LLC | 455.203 $ | -21.784 $ | -4,6 % | 476.987 $ | +6.120 $ | +1,3 % | 470.867 $ | +17.161 $ | +3,8 % | |||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 468.586 $ | -5.404 $ | -1,1 % | 473.990 $ | +44.748 $ | +10,4 % | 429.242 $ | +11.464 $ | +2,7 % | 417.778 $ | +17.677 $ | +4,4 % |
| KCM INVESTMENT ADVISORS LLC | 462.767 $ | +55.673 $ | +13,7 % | 407.094 $ | +5.224 $ | +1,3 % | 401.870 $ | +14.646 $ | +3,8 % | |||
| Interchange Capital Partners, LLC | 462.298 $ | |||||||||||
| FIDELIS CAPITAL PARTNERS, LLC | 449.272 $ | +231.965 $ | +106,7 % | 217.307 $ | -242.807 $ | -52,8 % | 460.114 $ | +18.210 $ | +4,1 % | |||
| Englebert Financial Advisers, LLC | 348.272 $ | -111.610 $ | -24,3 % | 459.882 $ | +18.554 $ | +4,2 % | 441.328 $ | -11.576 $ | -2,6 % | 452.904 $ | ||
| NWK Group, Inc. | 459.255 $ | +55.250 $ | +13,7 % | 404.005 $ | +5.185 $ | +1,3 % | 398.820 $ | +14.535 $ | +3,8 % | |||
| Elmwood Wealth Management, Inc. | 459.187 $ | +3.375 $ | +0,7 % | 455.812 $ | +54.836 $ | +13,7 % | 400.976 $ | +5.146 $ | +1,3 % | 395.830 $ | ||
| Intellus Advisors LLC | 453.852 $ | +54.600 $ | +13,7 % | 399.252 $ | +5.124 $ | +1,3 % | 394.128 $ | +14.364 $ | +3,8 % | |||
| Legacy Advisors, LLC | 452.920 $ | |||||||||||
| Cannon Wealth Management Services, LLC | 445.788 $ | +39.663 $ | +9,8 % | 406.125 $ | +9.938 $ | +2,5 % | 396.187 $ | -122.427 $ | -23,6 % | |||
| Claro Advisors Inc. | 443.587 $ | +53.365 $ | +13,7 % | 390.222 $ | +5.008 $ | +1,3 % | 385.214 $ | +14.039 $ | +3,8 % | |||
| Compound Planning, Inc. | 290.560 $ | -134.092 $ | -31,6 % | 424.652 $ | -14.261 $ | -3,2 % | 438.913 $ | -28.960 $ | -6,2 % | |||
| SCS Capital Management LLC | 438.322 $ | +53.984 $ | +14,0 % | 384.338 $ | +6.402 $ | +1,7 % | 377.936 $ | +15.221 $ | +4,2 % | |||
| LANARK FINANCIAL, INC. | 437.007 $ | +48.834 $ | +12,6 % | 388.173 $ | +98.443 $ | +34,0 % | 289.730 $ | |||||
| SOA Wealth Advisors, LLC. | 436.710 $ | +52.204 $ | +13,6 % | 384.506 $ | +7.586 $ | +2,0 % | 376.920 $ | +14.584 $ | +4,0 % | |||
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 432.000 $ | +52.000 $ | +13,7 % | 380.000 $ | +5.000 $ | +1,3 % | 375.000 $ | +13.000 $ | +3,6 % | |||
| Indiana Trust & Investment Management Co | 431.970 $ | +51.968 $ | +13,7 % | 380.002 $ | +4.877 $ | +1,3 % | 375.125 $ | +13.671 $ | +3,8 % | |||
| Milestone Asset Management Group, LLC | 431.223 $ | +1.054 $ | +0,2 % | 430.169 $ | +40.610 $ | +10,4 % | 389.559 $ | +10.405 $ | +2,7 % | 379.154 $ | +8.987 $ | +2,4 % |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 428.472 $ | +40.450 $ | +10,4 % | 388.022 $ | +10.364 $ | +2,7 % | 377.658 $ | +15.979 $ | +4,4 % | |||
| Syverson Strege & Co | 422.944 $ | +4.861 $ | +1,2 % | 418.083 $ | +5.627 $ | +1,4 % | 412.456 $ | +15.389 $ | +3,9 % | |||
| First Nebraska Trust Co | 422.244 $ | +50.797 $ | +13,7 % | 371.447 $ | +4.767 $ | +1,3 % | 366.680 $ | +10.425 $ | +2,9 % | |||
| XTX Topco Ltd | 421.380 $ | |||||||||||
| Obermeyer Wealth Partners | 421.288 $ | +3.096 $ | +0,7 % | 418.192 $ | +50.310 $ | +13,7 % | 367.882 $ | +4.721 $ | +1,3 % | 363.161 $ | +13.236 $ | +3,8 % |
| Hamilton Wealth, LLC | 229.463 $ | +21.662 $ | +10,4 % | 207.801 $ | -209.521 $ | -50,2 % | 417.322 $ | +17.657 $ | +4,4 % | |||
| CYPRESS FINANCIAL PLANNING LLC | 404.521 $ | -12.455 $ | -3,0 % | 416.976 $ | +37.538 $ | +9,9 % | 379.438 $ | +5.786 $ | +1,5 % | 373.652 $ | +16.013 $ | +4,5 % |
| Atlas Legacy Advisors, LLC | 410.466 $ | +12.219 $ | +3,1 % | 398.247 $ | +24.027 $ | +6,4 % | 374.220 $ | -1.461 $ | -0,4 % | |||
| GC Wealth Management RIA, LLC | 409.139 $ | +31.018 $ | +8,2 % | 378.121 $ | ||||||||
| SEAVIEW INVESTMENT MANAGERS LLC | 409.009 $ | -3.397.663 $ | -89,3 % | |||||||||
| ROBINSON SMITH WEALTH ADVISORS LLC | 407.805 $ | +35.039 $ | +9,4 % | 372.766 $ | +4.784 $ | +1,3 % | 367.982 $ | +13.411 $ | +3,8 % | |||
| Fourth Dimension Wealth, LLC | 540 $ | -406.934 $ | -99,9 % | 407.474 $ | +407.005 $ | +86.781,4 % | 469 $ | +17 $ | +3,8 % | |||
| Nicht ausgewiesen | 235.085 $ | -172.247 $ | -42,3 % | 407.332 $ | +194.972 $ | +91,8 % | 212.360 $ | +7.740 $ | +3,8 % | |||
| MONEY CONCEPTS CAPITAL CORP | 407.152 $ | +40.479 $ | +11,0 % | 366.673 $ | +16.783 $ | +4,8 % | 349.890 $ | -40.813 $ | -10,4 % | |||
| Capital Analysts, LLC | 406.000 $ | +84.000 $ | +26,1 % | 322.000 $ | +6.000 $ | +1,9 % | 316.000 $ | +9.000 $ | +2,9 % | |||
| QRG CAPITAL MANAGEMENT, INC. | 231.340 $ | -173.078 $ | -42,8 % | 404.418 $ | ||||||||
| Opus Financial Solutions LLC | 404.198 $ | +48.626 $ | +13,7 % | 355.572 $ | -24.480 $ | -6,4 % | 380.052 $ | |||||
| NOVEM GROUP | 403.762 $ | +2.967 $ | +0,7 % | 400.795 $ | +48.217 $ | +13,7 % | 352.578 $ | +4.525 $ | +1,3 % | 348.053 $ | -19.233 $ | -5,2 % |
| First Pacific Financial | 403.122 $ | +14.081 $ | +3,6 % | 389.041 $ | +378.584 $ | +3.620,4 % | 10.457 $ | |||||
| Capital Advisors, Ltd. LLC | 402.000 $ | +19.000 $ | +5,0 % | 383.000 $ | +10.000 $ | +2,7 % | 373.000 $ | +16.000 $ | +4,5 % | |||
| JMG Financial Group, Ltd. | 401.875 $ | |||||||||||
| Evanson Financial, LLC | 399.918 $ | |||||||||||
| Global Assets Advisory, LLC | 398.044 $ | +48.698 $ | +13,9 % | 349.346 $ | +4.484 $ | +1,3 % | 344.862 $ | +12.568 $ | +3,8 % | |||
| JPL Wealth Management, LLC | 395.062 $ | +37.296 $ | +10,4 % | 357.766 $ | +9.556 $ | +2,7 % | 348.210 $ | -80.960 $ | -18,9 % | |||
| Rubicon Advisors, GP | 395.019 $ | |||||||||||
| Haverford Trust Co | 363.622 $ | +33.954 $ | +10,3 % | 329.668 $ | -64.038 $ | -16,3 % | 393.706 $ | |||||
| Soundwatch Capital LLC | 388.206 $ | +62.388 $ | +19,1 % | 325.818 $ | +4.181 $ | +1,3 % | 321.637 $ | |||||
| Keebeck Wealth Management | 387.788 $ | +36.609 $ | +10,4 % | 351.179 $ | -14.650 $ | -4,0 % | 365.829 $ | -98.598 $ | -21,2 % | |||
| Pinnacle Wealth Planning Services, Inc. | 385.492 $ | +46.170 $ | +13,6 % | 339.322 $ | +4.455 $ | +1,3 % | 334.867 $ | +18.940 $ | +6,0 % | |||
| Chesley Taft & Associates LLC | 381.047 $ | -4.395 $ | -1,1 % | 385.442 $ | +36.388 $ | +10,4 % | 349.054 $ | +9.323 $ | +2,7 % | 339.731 $ | +14.374 $ | +4,4 % |
| McKinley Carter Wealth Services, Inc. | 379.749 $ | -4.380 $ | -1,1 % | 384.129 $ | +13.275 $ | +3,6 % | 370.854 $ | +9.036 $ | +2,5 % | 361.818 $ | -12.814 $ | -3,4 % |
| Integrity Advisory Solutions, LLC | 382.487 $ | +21.546 $ | +6,0 % | 360.941 $ | -3.523 $ | -1,0 % | 364.464 $ | +62.398 $ | +20,7 % | |||
| Glass Jacobson Investment Advisors llc | 374.661 $ | -5.765 $ | -1,5 % | 380.426 $ | +654 $ | +0,2 % | 379.772 $ | +15.113 $ | +4,1 % | |||
| Heritage Wealth Advisors | 380.233 $ | +35.896 $ | +10,4 % | 344.337 $ | +9.197 $ | +2,7 % | 335.140 $ | +14.180 $ | +4,4 % | |||
| SAGESPRING WEALTH PARTNERS, LLC | 376.836 $ | +98.212 $ | +35,2 % | 278.624 $ | -63.732 $ | -18,6 % | 342.356 $ | -232.117 $ | -40,4 % | |||
| Tanglewood Legacy Advisors, LLC | 375.267 $ | +15.512 $ | +4,3 % | 359.755 $ | +23.183 $ | +6,9 % | 336.572 $ | -363 $ | -0,1 % | |||
| Stokes Family Office, LLC | 374.473 $ | +25.667 $ | +7,4 % | |||||||||
| Carnegie Investment Counsel | 370.058 $ | +17.200 $ | +4,9 % | 352.858 $ | +42.450 $ | +13,7 % | 310.408 $ | +3.984 $ | +1,3 % | 306.424 $ | +85.764 $ | +38,9 % |
| Tandem Investment Partners LLC | 368.104 $ | -20.074 $ | -5,2 % | |||||||||
| Tower Research Capital LLC (TRC) | 367.683 $ | +321.959 $ | +704,1 % | 45.724 $ | -48.968 $ | -51,7 % | 94.692 $ | -525.037 $ | -84,7 % | |||
| Busey Bank | 366.972 $ | +44.148 $ | +13,7 % | 322.824 $ | +4.143 $ | +1,3 % | 318.681 $ | +11.615 $ | +3,8 % | |||
| Evanson Asset Management, LLC | 362.163 $ | +9.673 $ | +2,7 % | 352.490 $ | +20.912 $ | +6,3 % | ||||||
| Clarity Wealth Advisors, LLC | 346.522 $ | -14.202 $ | -3,9 % | 360.724 $ | +40.639 $ | +12,7 % | 320.085 $ | -7.622 $ | -2,3 % | 327.707 $ | ||
| Texas Capital Bank Wealth Management Services Inc | 357.408 $ | +42.997 $ | +13,7 % | 314.411 $ | -21.302 $ | -6,3 % | 335.713 $ | +36.649 $ | +12,3 % | |||
| Turning Point Benefit Group, Inc. | 355.592 $ | +160.208 $ | +82,0 % | 195.384 $ | -17.707 $ | -8,3 % | ||||||
| Ascent Group, LLC | 355.452 $ | +20.825 $ | +6,2 % | 334.627 $ | -3.678 $ | -1,1 % | 338.305 $ | -116.041 $ | -25,5 % | |||
| Financial Alternatives, Inc | 352.492 $ | +44.402 $ | +14,4 % | 308.090 $ | +3.954 $ | +1,3 % | 304.136 $ | -8.220 $ | -2,6 % | |||
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 352.005 $ | +42.347 $ | +13,7 % | 309.658 $ | -15.636 $ | -4,8 % | 325.294 $ | +25.148 $ | +8,4 % | |||
| Curated Wealth Partners LLC | 345.358 $ | +2.538 $ | +0,7 % | 342.820 $ | +41.242 $ | +13,7 % | 301.578 $ | -50.322 $ | -14,3 % | 351.900 $ | +12.825 $ | +3,8 % |
| SIMA Wealth Partners, LLC | 337.654 $ | -13.279 $ | -3,8 % | 350.933 $ | +33.130 $ | +10,4 % | 317.803 $ | +8.488 $ | +2,7 % | 309.315 $ | +13.088 $ | +4,4 % |
| Diesslin Group, Inc. | 201.609 $ | -148.938 $ | -42,5 % | 350.547 $ | ||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 350.124 $ | |||||||||||
| Symphony Financial, Ltd. Co. | 346.349 $ | +3.719 $ | +1,1 % | 342.630 $ | +13.351 $ | +4,1 % | ||||||
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 345.792 $ | +41.600 $ | +13,7 % | 304.192 $ | +3.904 $ | +1,3 % | 300.288 $ | +10.944 $ | +3,8 % | |||
| NWAM LLC | 201.057 $ | -141.920 $ | -41,4 % | 342.977 $ | -2.117 $ | -0,6 % | 345.094 $ | +1.886 $ | +0,5 % | |||
| Cedar Point Capital Partners, LLC | 343.830 $ | +34.412 $ | +11,1 % | |||||||||
| Affinity Capital Advisors, LLC | 225.855 $ | -72.288 $ | -24,2 % | 298.143 $ | -4.914 $ | -1,6 % | 303.057 $ | -40.462 $ | -11,8 % | 343.519 $ | -12.531 $ | -3,5 % |
| MBA Advisors LLC | 342.550 $ | +41.210 $ | +13,7 % | 301.340 $ | +2.929 $ | +1,0 % | 298.411 $ | +6.354 $ | +2,2 % | |||
| STEPH & CO | 341.439 $ | +2.509 $ | +0,7 % | 338.930 $ | +40.774 $ | +13,7 % | 298.156 $ | +3.827 $ | +1,3 % | 294.329 $ | -73.906 $ | -20,1 % |
| Weaver Consulting Group | 280.150 $ | +38.415 $ | +15,9 % | 241.735 $ | -46.605 $ | -16,2 % | 288.340 $ | -52.140 $ | -15,3 % | 340.480 $ | +18.680 $ | +5,8 % |
| ARWA LLC | 314.562 $ | -25.186 $ | -7,4 % | 339.748 $ | +22.225 $ | +7,0 % | 317.523 $ | |||||
| Paragon Capital Management Ltd | 339.643 $ | +2.496 $ | +0,7 % | 337.147 $ | +10.141 $ | +3,1 % | 327.006 $ | +4.196 $ | +1,3 % | 322.810 $ | +11.765 $ | +3,8 % |
| Permanent Capital Management, LP | 339.634 $ | |||||||||||
| WealthBridge Capital Management, LLC | 339.179 $ | +2.830 $ | +0,8 % | 336.349 $ | +40.740 $ | +13,8 % | 295.609 $ | +4.120 $ | +1,4 % | 291.489 $ | +10.942 $ | +3,9 % |
| Vanguard National Trust Co | 335.264 $ | +15.909 $ | +5,0 % | 319.355 $ | ||||||||
| BURKE & HERBERT BANK & TRUST CO | 335.185 $ | |||||||||||
| Mallini Complete Financial Planning LLC | 330.862 $ | +2.929 $ | +0,9 % | 327.933 $ | +9.677 $ | +3,0 % | 318.256 $ | +4.567 $ | +1,5 % | 313.689 $ | +11.901 $ | +3,9 % |
| Redhawk Wealth Advisors, Inc. | 269.789 $ | -3.097 $ | -1,1 % | 272.886 $ | -19.410 $ | -6,6 % | 292.296 $ | -38.351 $ | -11,6 % | 330.647 $ | +18.362 $ | +5,9 % |
| PUREfi Wealth, LLC | 298.241 $ | -20.661 $ | -6,5 % | 318.902 $ | +20.162 $ | +6,7 % | 298.740 $ | -29.369 $ | -9,0 % | 328.109 $ | +13.883 $ | +4,4 % |
| Southland Equity Partners LLC | 326.725 $ | +57.235 $ | +21,2 % | 269.490 $ | ||||||||
| TWO SIGMA SECURITIES, LLC | 326.645 $ | +77.286 $ | +31,0 % | 249.359 $ | ||||||||
| TRUST CO OF TOLEDO NA /OH/ | 326.580 $ | +2.400 $ | +0,7 % | 324.180 $ | +39.000 $ | +13,7 % | 285.180 $ | +3.660 $ | +1,3 % | 281.520 $ | +10.260 $ | +3,8 % |
| HCR Wealth Advisors | 326.580 $ | +2.400 $ | +0,7 % | 324.180 $ | +39.000 $ | +13,7 % | 285.180 $ | +3.660 $ | +1,3 % | 281.520 $ | +9.300 $ | +3,4 % |
| Richardson Capital Management LLC | 323.759 $ | +18.744 $ | +6,1 % | 305.015 $ | +8.353 $ | +2,8 % | 296.662 $ | +12.296 $ | +4,3 % | |||
| SMART Wealth LLC | 323.137 $ | -388 $ | -0,1 % | 323.525 $ | ||||||||
| HBK Sorce Advisory LLC | 323.524 $ | +18.618 $ | +6,1 % | 304.906 $ | +14.906 $ | +5,1 % | 290.000 $ | |||||
| Lifetime Wealth Management P.C. | 255.114 $ | -67.905 $ | -21,0 % | 323.019 $ | +36.388 $ | +12,7 % | 286.631 $ | |||||
| Tidemark, LLC | 322.803 $ | +38.730 $ | +13,6 % | 284.073 $ | +3.699 $ | +1,3 % | 280.374 $ | +51.088 $ | +22,3 % | |||
| Traction Financial Partners, LLC | 215.039 $ | -106.026 $ | -33,0 % | 321.065 $ | +4.120 $ | +1,3 % | 316.945 $ | +11.551 $ | +3,8 % | |||
| Genesis Wealth Advisors, LLC | 320.938 $ | +38.610 $ | +13,7 % | 282.328 $ | +3.623 $ | +1,3 % | 278.705 $ | +10.158 $ | +3,8 % | |||
| Pure Financial Advisors, LLC | 314.621 $ | +37.850 $ | +13,7 % | 276.771 $ | +3.552 $ | +1,3 % | 273.219 $ | +18.548 $ | +7,3 % | |||
| Laurel Wealth Planning LLC | 313.969 $ | +37.772 $ | +13,7 % | 276.197 $ | +3.544 $ | +1,3 % | 272.653 $ | +9.937 $ | +3,8 % | |||
| FineMark National Bank & Trust | 313.754 $ | -22.156 $ | -6,6 % | |||||||||
| StoneX Group Inc. | 312.962 $ | |||||||||||
| Elite Financial, Inc. | 309.000 $ | +15.000 $ | +5,1 % | 294.000 $ | +21.000 $ | +7,7 % | 273.000 $ | -1.000 $ | -0,4 % | |||
| City State Bank | 307.359 $ | +36.451 $ | +13,5 % | 270.908 $ | +11.462 $ | +4,4 % | ||||||
| CLIENT 1ST ADVISORY GROUP, LLC | 244.475 $ | -7.982 $ | -3,2 % | 252.457 $ | +21.667 $ | +9,4 % | 230.790 $ | -75.812 $ | -24,7 % | 306.602 $ | -26.122 $ | -7,9 % |
| Guardian Capital, LLC | 301.962 $ | -4.427 $ | -1,4 % | 306.389 $ | ||||||||
| PINNACLE ASSOCIATES LTD | 305.080 $ | +891 $ | +0,3 % | 304.189 $ | +36.595 $ | +13,7 % | 267.594 $ | +3.434 $ | +1,3 % | 264.160 $ | +39.910 $ | +17,8 % |
| HAZLETT, BURT & WATSON, INC. | 305.000 $ | +81.000 $ | +36,2 % | 224.000 $ | +54.000 $ | +31,8 % | 170.000 $ | +119.000 $ | +233,3 % | |||
| Breakwater Investment Management | 304.808 $ | +2.240 $ | +0,7 % | 302.568 $ | +36.400 $ | +13,7 % | 266.168 $ | +3.416 $ | +1,3 % | 262.752 $ | +9.576 $ | +3,8 % |
| RVW Wealth, LLC | 269.755 $ | -32.705 $ | -10,8 % | 302.460 $ | +36.387 $ | +13,7 % | 266.073 $ | +3.415 $ | +1,3 % | 262.658 $ | +9.572 $ | +3,8 % |
| Golden State Wealth Management, LLC | 224.043 $ | -12.404 $ | -5,2 % | 236.447 $ | -65.279 $ | -21,6 % | 301.726 $ | -72.006 $ | -19,3 % | |||
| OpenArc Corporate Advisory, LLC | 301.035 $ | |||||||||||
| Tilson Financial Group, Inc. | 299.035 $ | +35.975 $ | +13,7 % | 263.060 $ | +4.393 $ | +1,7 % | 258.667 $ | +10.417 $ | +4,2 % | |||
| Smartleaf Asset Management LLC | 225.859 $ | +26.326 $ | +13,2 % | 199.533 $ | -99.189 $ | -33,2 % | 298.722 $ | -40.817 $ | -12,0 % | |||
| First Long Island Investors, LLC | 297.165 $ | +35.750 $ | +13,7 % | 261.415 $ | +3.355 $ | +1,3 % | 258.060 $ | +9.405 $ | +3,8 % | |||
| Range Advisory, LLC | 297.024 $ | |||||||||||
| FIDUCIARY FINANCIAL ADVISORS | 296.583 $ | |||||||||||
| Carson Advisory Inc. | 295.800 $ | +11.934 $ | +4,2 % | 283.866 $ | +18.462 $ | +7,0 % | 265.404 $ | -408 $ | -0,2 % | |||
| Mission Creek Capital Partners, Inc. | 295.278 $ | +11.913 $ | +4,2 % | 283.365 $ | +18.429 $ | +7,0 % | 264.936 $ | -407 $ | -0,2 % | |||
| Cherry Tree Wealth Management, LLC | 294.554 $ | +1.628 $ | +0,6 % | 292.926 $ | +34.497 $ | +13,3 % | 258.429 $ | +3.677 $ | +1,4 % | 254.752 $ | +33.675 $ | +15,2 % |
| Leonard Rickey Investment Advisors P.L.L.C. | 294.482 $ | +40.181 $ | +15,8 % | 254.301 $ | -8.138 $ | -3,1 % | 262.439 $ | +12.051 $ | +4,8 % | |||
| FWG Holdings, LLC | 293.245 $ | |||||||||||
| TD Waterhouse Canada Inc. | 291.631 $ | +2.949 $ | +1,0 % | 288.682 $ | +280.326 $ | +3.354,8 % | 8.356 $ | +147 $ | +1,8 % | 8.209 $ | +269 $ | +3,4 % |
| HRT FINANCIAL LP | 291.000 $ | -517.000 $ | -64,0 % | |||||||||
| Bond & Devick Financial Network, Inc. | 288.250 $ | +34.677 $ | +13,7 % | 253.573 $ | +3.255 $ | +1,3 % | 250.318 $ | +9.123 $ | +3,8 % | |||
| Midwest Financial Group LLC | 288.038 $ | +3.112 $ | +1,1 % | 284.926 $ | +35.092 $ | +14,0 % | 249.834 $ | +3.206 $ | +1,3 % | 246.628 $ | +8.989 $ | +3,8 % |
| EQ WEALTH ADVISORS, LLC | 287.926 $ | +34.639 $ | +13,7 % | 253.287 $ | -6.134 $ | -2,4 % | 259.421 $ | +9.455 $ | +3,8 % | |||
| DECISION INVESTMENTS, INC | 287.390 $ | +2.112 $ | +0,7 % | 285.278 $ | +34.320 $ | +13,7 % | 250.958 $ | +3.220 $ | +1,3 % | 247.738 $ | ||
| FAS Wealth Partners, Inc. | 276.254 $ | +24.136 $ | +9,6 % | 252.118 $ | -34.856 $ | -12,1 % | 286.974 $ | +11.205 $ | +4,1 % | |||
| SHP Wealth Management | 286.161 $ | |||||||||||
| Fermata Advisors, LLC | 285.399 $ | +2.561 $ | +0,9 % | 282.838 $ | +34.406 $ | +13,8 % | 248.432 $ | +3.638 $ | +1,5 % | 244.794 $ | ||
| Yukon Wealth Management, Inc. | 213.593 $ | -31.552 $ | -12,9 % | 245.145 $ | -39.706 $ | -13,9 % | 284.851 $ | -69.513 $ | -19,6 % | |||
| Snowden Capital Advisors LLC | 281.675 $ | +11.962 $ | +4,4 % | 269.713 $ | +18.159 $ | +7,2 % | 251.554 $ | -255.171 $ | -50,4 % | |||
| Insight Inv LLC | 281.226 $ | +33.832 $ | +13,7 % | 247.394 $ | +3.175 $ | +1,3 % | 244.219 $ | +8.901 $ | +3,8 % | |||
| Geometric Wealth Advisors | 279.875 $ | +33.670 $ | +13,7 % | 246.205 $ | +3.159 $ | +1,3 % | 243.046 $ | +8.858 $ | +3,8 % | |||
| SYON CAPITAL LLC | 279.760 $ | +33.656 $ | +13,7 % | 246.104 $ | +3.158 $ | +1,3 % | 242.946 $ | +8.855 $ | +3,8 % | |||
| DAYMARK WEALTH PARTNERS, LLC | 276.717 $ | +26.124 $ | +10,4 % | 250.593 $ | ||||||||
| CapWealth Advisors, LLC | 272.150 $ | +2.000 $ | +0,7 % | 270.150 $ | +32.500 $ | +13,7 % | 237.650 $ | +3.050 $ | +1,3 % | 234.600 $ | +8.550 $ | +3,8 % |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 271.606 $ | +1.996 $ | +0,7 % | 269.610 $ | +32.435 $ | +13,7 % | 237.175 $ | +14.540 $ | +6,5 % | 222.635 $ | +8.114 $ | +3,8 % |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 251.202 $ | -2.897 $ | -1,1 % | 254.099 $ | +23.989 $ | +10,4 % | 230.110 $ | -41.212 $ | -15,2 % | 271.322 $ | ||
| Glenview Trust Co | 270.757 $ | +25.561 $ | +10,4 % | 245.196 $ | +6.549 $ | +2,7 % | 238.647 $ | -5.152 $ | -2,1 % | |||
| Hara Capital LLC | 270.150 $ | +32.500 $ | +13,7 % | 237.650 $ | -11.495 $ | -4,6 % | 249.145 $ | +9.080 $ | +3,8 % | |||
| Demars Financial Group, LLC | 269.068 $ | +25.402 $ | +10,4 % | 243.666 $ | +6.508 $ | +2,7 % | 237.158 $ | +10.034 $ | +4,4 % | |||
| Curtis Advisory Group, LLC | 268.880 $ | +23.556 $ | +9,6 % | 245.324 $ | +4.816 $ | +2,0 % | 240.508 $ | +6.651 $ | +2,8 % | |||
| LVW Advisors, LLC | 268.611 $ | +7.174 $ | +2,7 % | 261.437 $ | +11.062 $ | +4,4 % | ||||||
| Colonial Trust Advisors | 267.501 $ | +16.214 $ | +6,5 % | 251.287 $ | +8.525 $ | +3,5 % | 242.762 $ | +410 $ | +0,2 % | |||
| RWA WEALTH PARTNERS, LLC | 267.003 $ | +25.206 $ | +10,4 % | 241.797 $ | +6.459 $ | +2,7 % | 235.338 $ | +9.957 $ | +4,4 % | |||
| National Wealth Management Group, LLC | 266.911 $ | |||||||||||
| RAM Investment Partners, LLC | 266.444 $ | |||||||||||
| Forum Private Client Group LLC | 264.957 $ | -44.777 $ | -14,5 % | |||||||||
| WOODMONT INVESTMENT COUNSEL LLC | 263.828 $ | +31.739 $ | +13,7 % | 232.089 $ | +2.979 $ | +1,3 % | 229.110 $ | |||||
| Visionary Wealth Advisors | 262.586 $ | +31.590 $ | +13,7 % | 230.996 $ | +2.964 $ | +1,3 % | 228.032 $ | +8.311 $ | +3,8 % | |||
| WESBANCO BANK INC | 262.586 $ | +31.590 $ | +13,7 % | 230.996 $ | +2.965 $ | +1,3 % | 228.031 $ | +8.310 $ | +3,8 % | |||
| Center For Asset Management LLC | 261.645 $ | +1.923 $ | +0,7 % | 259.722 $ | +43.936 $ | +20,4 % | 215.786 $ | +2.769 $ | +1,3 % | 213.017 $ | +7.764 $ | +3,8 % |
| LongView Wealth Management | 261.384 $ | +18.428 $ | +7,6 % | 242.956 $ | +11.468 $ | +5,0 % | 231.488 $ | +8.853 $ | +4,0 % | 222.635 $ | +20.721 $ | +10,3 % |
| Iowa State Bank | 258.543 $ | +1.900 $ | +0,7 % | 256.643 $ | +30.875 $ | +13,7 % | 225.768 $ | +2.898 $ | +1,3 % | 222.870 $ | +8.122 $ | +3,8 % |
| BROWN BROTHERS HARRIMAN & CO | 144.904 $ | +16.387 $ | +12,8 % | 128.517 $ | -128.127 $ | -49,9 % | 256.644 $ | +10.327 $ | +4,2 % | |||
| Armor Investment Advisors, LLC | 256.643 $ | +30.875 $ | +13,7 % | 225.768 $ | +2.898 $ | +1,3 % | 222.870 $ | +8.122 $ | +3,8 % | |||
| Aurora Private Wealth, Inc. | 250.000 $ | -1.000 $ | -0,4 % | 251.000 $ | -5.000 $ | -2,0 % | 256.000 $ | +0 $ | +0,0 % | 256.000 $ | ||
| Archer Investment Corp | 255.994 $ | +143.395 $ | +127,4 % | 112.599 $ | -4.468 $ | -3,8 % | 117.067 $ | +4.301 $ | +3,8 % | |||
| Banque Transatlantique SA | 255.292 $ | +30.713 $ | +13,7 % | 224.579 $ | ||||||||
| Sandy Cove Advisors, LLC | 254.751 $ | +30.647 $ | +13,7 % | 224.104 $ | +2.876 $ | +1,3 % | 221.228 $ | +8.063 $ | +3,8 % | |||
| West Wealth Group, LLC | 201.701 $ | -13.038 $ | -6,1 % | 214.739 $ | -38.932 $ | -15,3 % | 253.671 $ | -11.257 $ | -4,2 % | |||
| Graves Light Lenhart Wealth, Inc. | 253.644 $ | +1.864 $ | +0,7 % | 251.780 $ | +30.290 $ | +13,7 % | 221.490 $ | +2.843 $ | +1,3 % | 218.647 $ | +7.968 $ | +3,8 % |
| Crewe Advisors LLC | 253.188 $ | +30.395 $ | +13,6 % | 222.793 $ | +2.891 $ | +1,3 % | 219.902 $ | +8.027 $ | +3,8 % | |||
| PATTON ALBERTSON MILLER GROUP, LLC | 252.457 $ | +23.834 $ | +10,4 % | 228.623 $ | +6.106 $ | +2,7 % | 222.517 $ | -6.627 $ | -2,9 % | |||
| New Republic Capital, LLC | 252.243 $ | +30.979 $ | +14,0 % | 221.264 $ | +3.590 $ | +1,6 % | 217.674 $ | +8.664 $ | +4,1 % | |||
| Allegheny Financial Group | 252.242 $ | +31.067 $ | +14,0 % | 221.175 $ | +3.684 $ | +1,7 % | 217.491 $ | +8.759 $ | +4,2 % | |||
| MOODY LYNN LIEBERSON & WALKER, LLC | 227.311 $ | -21.391 $ | -8,6 % | 248.702 $ | +23.479 $ | +10,4 % | 225.223 $ | +6.015 $ | +2,7 % | 219.208 $ | +9.275 $ | +4,4 % |
| FULCRUM WEALTH ADVISORS, LLC | 247.764 $ | |||||||||||
| VANGUARD ADVISERS INC | 246.327 $ | +46.447 $ | +23,2 % | 199.880 $ | ||||||||
| Patriot Financial Group Insurance Agency, LLC | 245.866 $ | |||||||||||
| Prairiewood Capital, LLC | 244.445 $ | +1.796 $ | +0,7 % | 242.649 $ | +29.192 $ | +13,7 % | 213.457 $ | +5.320 $ | +2,6 % | 208.137 $ | -462 $ | -0,2 % |
| COGENT STRATEGIC WEALTH LLC | 243.135 $ | +29.250 $ | +13,7 % | 213.885 $ | -4.275 $ | -2,0 % | 218.160 $ | |||||
| Paladin Advisory Group, LLC | 243.118 $ | +22.951 $ | +10,4 % | 220.167 $ | +5.881 $ | +2,7 % | 214.286 $ | +197.056 $ | +1.143,7 % | |||
| 180 WEALTH ADVISORS, LLC | 242.649 $ | +6.867 $ | +2,9 % | 235.782 $ | +12.935 $ | +5,8 % | ||||||
| Mission Hills Financial Advisory, LLC | 242.498 $ | +9.784 $ | +4,2 % | 232.714 $ | +15.135 $ | +7,0 % | 217.579 $ | -335 $ | -0,2 % | |||
| Heritage Investment Group, Inc. | 241.298 $ | +29.029 $ | +13,7 % | 212.269 $ | +2.724 $ | +1,3 % | 209.545 $ | +7.637 $ | +3,8 % | |||
| GenTrust, LLC | 239.083 $ | +28.763 $ | +13,7 % | 210.320 $ | +2.699 $ | +1,3 % | 207.621 $ | +7.567 $ | +3,8 % | |||
| Collaborative Wealth Managment Inc. | 238.354 $ | +8.687 $ | +3,8 % | |||||||||
| First Affirmative Financial Network | 236.935 $ | |||||||||||
| Third View Private Wealth, LLC | 236.597 $ | +28.463 $ | +13,7 % | 208.134 $ | +2.671 $ | +1,3 % | 205.463 $ | |||||
| OneAscent Family Office, LLC | 236.220 $ | +28.887 $ | +13,9 % | 207.333 $ | ||||||||
| EXENCIAL WEALTH ADVISORS, LLC | 216.642 $ | -18.428 $ | -7,8 % | 235.070 $ | +8.567 $ | +3,8 % | ||||||
| Mosley Wealth Management | 76.771 $ | -854 $ | -1,1 % | 77.625 $ | -150.449 $ | -66,0 % | 228.074 $ | -6.506 $ | -2,8 % | 234.580 $ | ||
| Focus Financial Network, Inc. | 233.309 $ | +28.068 $ | +13,7 % | 205.241 $ | +2.634 $ | +1,3 % | 202.607 $ | |||||
| Bridgewealth Advisory Group, LLC | 232.870 $ | +9.395 $ | +4,2 % | 223.475 $ | +14.534 $ | +7,0 % | 208.941 $ | -321 $ | -0,2 % | |||
| GS Investments, Inc. | 231.789 $ | +27.885 $ | +13,7 % | 203.904 $ | -3.717 $ | -1,8 % | 207.621 $ | +7.567 $ | +3,8 % | |||
| Moors & Cabot, Inc. | 230.812 $ | +28.287 $ | +14,0 % | 202.525 $ | ||||||||
| CAPITAL ADVISORS INC/OK | 230.438 $ | +12.751 $ | +5,9 % | 217.687 $ | +2.793 $ | +1,3 % | 214.894 $ | |||||
| SUMMIT WEALTH GROUP LLC / CO | 229.141 $ | +27.566 $ | +13,7 % | 201.575 $ | ||||||||
| Sharkey, Howes & Javer | 226.695 $ | +20.084 $ | +9,7 % | 206.611 $ | -17.560 $ | -7,8 % | 224.171 $ | -2.477 $ | -1,1 % | |||
| Hilltop Holdings Inc. | 225.333 $ | +9.035 $ | +4,2 % | |||||||||
| Pacific Center for Financial Services | 224.872 $ | +1.756 $ | +0,8 % | 223.116 $ | +26.926 $ | +13,7 % | 196.190 $ | -9.671 $ | -4,7 % | 205.861 $ | +0 $ | +0,0 % |
| Advisors Capital Management, LLC | 209.940 $ | -14.807 $ | -6,6 % | 224.747 $ | ||||||||
| OPTIMA CAPITAL LLC | 224.586 $ | +141.494 $ | +170,3 % | 83.092 $ | ||||||||
| NAPLES GLOBAL ADVISORS, LLC | 224.046 $ | |||||||||||
| Park Square Financial Group, LLC | 174.656 $ | -34.545 $ | -16,5 % | 209.201 $ | -14.704 $ | -6,6 % | 223.905 $ | -93.134 $ | -29,4 % | |||
| Tortoise Investment Management, LLC | 223.691 $ | +21.117 $ | +10,4 % | 202.574 $ | -102.785 $ | -33,7 % | ||||||
| Williams Jones Wealth Management, LLC. | 222.333 $ | |||||||||||
| Advisory Alpha, LLC | 222.117 $ | |||||||||||
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 221.697 $ | +8.080 $ | +3,8 % | |||||||||
| Legacy Edge Advisors, LLC | 220.641 $ | |||||||||||
| Mengis Capital Management, Inc. | 218.126 $ | -2.515 $ | -1,1 % | 220.641 $ | ||||||||
| AMG National Trust Bank | 219.515 $ | |||||||||||
| FLPUTNAM INVESTMENT MANAGEMENT CO | 218.503 $ | |||||||||||
| Carroll Advisory Group, LLC | 214.600 $ | -2.475 $ | -1,1 % | 217.075 $ | ||||||||
| Litman Gregory Wealth Management LLC | 217.031 $ | +5.627 $ | +2,7 % | |||||||||
| SIERRA OCEAN, LLC | 201.533 $ | -15.468 $ | -7,1 % | 217.001 $ | +9.181 $ | +4,4 % | ||||||
| Milestone Investment Advisors LLC | 216.120 $ | +26.000 $ | +13,7 % | 190.120 $ | +2.440 $ | +1,3 % | 187.680 $ | +6.840 $ | +3,8 % | |||
| Capital Square, LLC | 210.366 $ | -5.103 $ | -2,4 % | 215.469 $ | +13.400 $ | +6,6 % | 202.069 $ | |||||
| Mayfair Advisory Group, LLC | 215.451 $ | |||||||||||
| Vident Advisory, LLC | 214.769 $ | |||||||||||
| U.S. Capital Wealth Advisors, LLC | 214.260 $ | +5.723 $ | +2,7 % | 208.537 $ | +4.823 $ | +2,4 % | ||||||
| Old Port Advisors | 212.338 $ | +6.632 $ | +3,2 % | |||||||||
| Horst & Graben Wealth Management LLC | 209.481 $ | +390 $ | +0,2 % | |||||||||
| WHITE PINE CAPITAL LLC | 208.722 $ | |||||||||||
| Belpointe Asset Management LLC | 208.588 $ | |||||||||||
| Fortis Capital Advisors, LLC | 208.588 $ | |||||||||||
| TFB Advisors LLC | 207.627 $ | +4.718 $ | +2,3 % | |||||||||
| Spartan Wealth Advisory Services LLC | 205.314 $ | |||||||||||
| BCGM Wealth Management, LLC | 205.174 $ | |||||||||||
| Retirement Planning Group, LLC | 204.373 $ | -2.452 $ | -1,2 % | |||||||||
| Thrive Wealth Management, LLC | 204.113 $ | +1.500 $ | +0,7 % | 202.613 $ | ||||||||
| Mesirow Financial Investment Management, Inc. | 203.078 $ | |||||||||||
| SIMS INVESTMENT MANAGEMENT, LLC | 202.534 $ | |||||||||||
| Austin Private Wealth, LLC | 202.499 $ | |||||||||||
| WATERSHED PRIVATE WEALTH LLC | 202.197 $ | -25.395 $ | -11,2 % | |||||||||
| Beaumont Financial Advisors, LLC | 201.438 $ | |||||||||||
| MASECO LLP | 199.874 $ | |||||||||||
| Retirement Wealth Solutions LLC | 195.674 $ | -2.256 $ | -1,1 % | 197.930 $ | +18.686 $ | +10,4 % | 179.244 $ | +4.787 $ | +2,7 % | 174.457 $ | +7.382 $ | +4,4 % |
| CBIZ Investment Advisory Services, LLC | 192.841 $ | +7.028 $ | +3,8 % | |||||||||
| SJS Investment Consulting Inc. | 190.997 $ | +19.413 $ | +11,3 % | 171.584 $ | +45.603 $ | +36,2 % | 125.981 $ | +73.537 $ | +140,2 % | |||
| Lavaca Capital LLC | 190.872 $ | +23.508 $ | +14,0 % | 167.364 $ | +2.788 $ | +1,7 % | 164.576 $ | |||||
| Johnson Financial Group, Inc. | 187.755 $ | +22.588 $ | +13,7 % | 165.167 $ | +2.120 $ | +1,3 % | 163.047 $ | +5.942 $ | +3,8 % | |||
| ST GERMAIN D J CO INC | 187.754 $ | +22.587 $ | +13,7 % | 165.167 $ | +2.120 $ | +1,3 % | 163.047 $ | +5.942 $ | +3,8 % | |||
| SIMPLEX TRADING, LLC | 10.550 $ | -172.922 $ | -94,2 % | 183.472 $ | +101.757 $ | +124,5 % | 81.715 $ | +39.715 $ | +94,6 % | |||
| Sunbelt Securities, Inc. | 183.212 $ | +3.062 $ | +1,7 % | 180.150 $ | -22.357 $ | -11,0 % | ||||||
| Ankerstar Wealth, LLC | 165.872 $ | -4.285 $ | -2,5 % | 170.157 $ | -12.596 $ | -6,9 % | 182.753 $ | |||||
| Investment Research & Advisory Group, Inc. | 179.186 $ | +5.436 $ | +3,1 % | 173.750 $ | +72.350 $ | +71,4 % | 101.400 $ | +60.212 $ | +146,2 % | 41.188 $ | +35.249 $ | +593,5 % |
| Key Capital Management, INC | 177.720 $ | +21.381 $ | +13,7 % | 156.339 $ | +2.006 $ | +1,3 % | 154.333 $ | |||||
| Trellis Wealth Advisors LLC | 175.265 $ | |||||||||||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 175.219 $ | +8.237 $ | +4,9 % | 166.982 $ | +14.820 $ | +9,7 % | 152.162 $ | +5.546 $ | +3,8 % | |||
| Planning Project LLC | 173.088 $ | |||||||||||
| Balentine LLC | 172.140 $ | +20.709 $ | +13,7 % | 151.431 $ | +1.944 $ | +1,3 % | 149.487 $ | +5.448 $ | +3,8 % | |||
| Arlington Trust Co LLC | 168.611 $ | -352 $ | -0,2 % | 168.963 $ | +95.291 $ | +129,3 % | 73.672 $ | +946 $ | +1,3 % | 72.726 $ | +2.650 $ | +3,8 % |
| HANTZ FINANCIAL SERVICES, INC. | 157.000 $ | +32.000 $ | +25,6 % | 125.000 $ | +125.000 $ | 0 $ | +0 $ | |||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 156.969 $ | +17.937 $ | +12,9 % | 139.032 $ | -15.753 $ | -10,2 % | 154.785 $ | +96.068 $ | +163,6 % | |||
| GHP Investment Advisors, Inc. | 149.302 $ | -4.738 $ | -3,1 % | 154.040 $ | +18.531 $ | +13,7 % | 135.509 $ | +1.740 $ | +1,3 % | 133.769 $ | +23.547 $ | +21,4 % |
| Atlantic Edge Private Wealth Management, LLC | 153.548 $ | +1.129 $ | +0,7 % | 152.419 $ | +18.336 $ | +13,7 % | 134.083 $ | +1.721 $ | +1,3 % | 132.362 $ | +4.824 $ | +3,8 % |
| IAG Wealth Partners, LLC | 145.511 $ | +17.923 $ | +14,0 % | 127.588 $ | +2.130 $ | +1,7 % | 125.458 $ | +5.052 $ | +4,2 % | |||
| WHITTIER TRUST CO | 145.033 $ | +10.970 $ | +8,2 % | 134.063 $ | +2.650 $ | +2,0 % | 131.413 $ | +6.554 $ | +5,2 % | |||
| RMG Wealth Management LLC | 144.397 $ | +9.006 $ | +6,7 % | 135.391 $ | +18.397 $ | +15,7 % | ||||||
| Cape Investment Advisory, Inc. | 116.703 $ | -21.012 $ | -15,3 % | 137.715 $ | -4.962 $ | -3,5 % | 142.677 $ | +51.005 $ | +55,6 % | |||
| Atlantic Union Bankshares Corp | 141.935 $ | +89.241 $ | +169,4 % | 52.694 $ | +1.407 $ | +2,7 % | 51.287 $ | +2.170 $ | +4,4 % | |||
| Hoese & Co LLP | 139.885 $ | +1.054 $ | +0,8 % | 138.831 $ | +16.705 $ | +13,7 % | 122.126 $ | +1.568 $ | +1,3 % | 120.558 $ | +4.394 $ | +3,8 % |
| FRANKLIN TEMPLETON INC | 136.736 $ | +5.785 $ | +4,4 % | |||||||||
| BARRETT & COMPANY, INC. | 118.033 $ | -5.244 $ | -4,3 % | 123.277 $ | -12.494 $ | -9,2 % | 135.771 $ | +4.948 $ | +3,8 % | |||
| CULLEN/FROST BANKERS, INC. | 135.075 $ | +16.250 $ | +13,7 % | 118.825 $ | +1.525 $ | +1,3 % | 117.300 $ | +1.110 $ | +1,0 % | |||
| Triumph Capital Management | 91.732 $ | +361 $ | +0,4 % | 91.371 $ | -42.357 $ | -31,7 % | 133.728 $ | +2.716 $ | +2,1 % | 131.012 $ | ||
| Hanson & Doremus Investment Management | 95.000 $ | -37.000 $ | -28,0 % | 132.000 $ | +5.000 $ | +3,9 % | ||||||
| Dunhill Financial, LLC | 131.373 $ | +11.337 $ | +9,4 % | 120.036 $ | +1.540 $ | +1,3 % | 118.496 $ | +4.319 $ | +3,8 % | |||
| Provident Wealth Management, LLC | 557 $ | -128.543 $ | -99,6 % | 129.100 $ | +15.516 $ | +13,7 % | 113.584 $ | +1.465 $ | +1,3 % | 112.119 $ | +4.089 $ | +3,8 % |
| Crews Bank & Trust | 125.235 $ | +8.145 $ | +7,0 % | 117.090 $ | -180 $ | -0,2 % | ||||||
| NFSG Corp | 111.443 $ | -10.707 $ | -8,8 % | 122.150 $ | -561 $ | -0,5 % | 122.711 $ | +8.061 $ | +7,0 % | 114.650 $ | -97 $ | -0,1 % |
| Blue Trust, Inc. | 121.535 $ | +68.307 $ | +128,3 % | 53.228 $ | +5.333 $ | +11,1 % | 47.895 $ | +1.135 $ | +2,4 % | 46.760 $ | -2.399 $ | -4,9 % |
| ALERUS FINANCIAL NA | 121.061 $ | +7.874 $ | +7,0 % | 113.187 $ | -174 $ | -0,2 % | ||||||
| Oakworth Capital, Inc. | 120.142 $ | +14.483 $ | +13,7 % | 105.659 $ | +1.355 $ | +1,3 % | 104.304 $ | +3.802 $ | +3,8 % | |||
| Founders Financial Alliance, LLC | 79.866 $ | -38.865 $ | -32,7 % | 118.731 $ | +11.360 $ | +10,6 % | 107.371 $ | -16.254 $ | -13,1 % | |||
| Russell Investments Group, Ltd. | 118.462 $ | +65.221 $ | +122,5 % | 53.241 $ | +7.144 $ | +15,5 % | 46.097 $ | +8.333 $ | +22,1 % | |||
| Elequin Capital, LP | 37.305 $ | -78.048 $ | -67,7 % | 115.353 $ | -3.121 $ | -2,6 % | ||||||
| TSFG, LLC | 111.000 $ | -1.000 $ | -0,9 % | 112.000 $ | +5.000 $ | +4,7 % | 107.000 $ | -2.000 $ | -1,8 % | |||
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 108.060 $ | +13.000 $ | +13,7 % | 95.060 $ | +1.220 $ | +1,3 % | 93.840 $ | +3.420 $ | +3,8 % | |||
| Manchester Capital Management LLC | 106.943 $ | +10.096 $ | +10,4 % | 96.847 $ | +2.587 $ | +2,7 % | 94.260 $ | |||||
| Synergy Investment Management, LLC | 106.677 $ | +24.669 $ | +30,1 % | 82.008 $ | ||||||||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 104.186 $ | |||||||||||
| Washington Trust Advisors, Inc. | 65.214 $ | -38.259 $ | -37,0 % | 103.473 $ | +1.328 $ | +1,3 % | 102.145 $ | +3.723 $ | +3,8 % | |||
| GILL CAPITAL PARTNERS, LLC | 102.117 $ | +12.285 $ | +13,7 % | 89.832 $ | ||||||||
| Blume Capital Management, Inc. | 99.215 $ | +11.936 $ | +13,7 % | 87.279 $ | +1.120 $ | +1,3 % | 86.159 $ | +3.140 $ | +3,8 % | |||
| HARBOR INVESTMENT ADVISORY, LLC | 97.734 $ | +3.562 $ | +3,8 % | |||||||||
| ELEVATION WEALTH PARTNERS, LLC | 87.596 $ | -4.082 $ | -4,5 % | 91.678 $ | +11.137 $ | +13,8 % | 80.541 $ | +1.034 $ | +1,3 % | 79.507 $ | +2.897 $ | +3,8 % |
| Noble Wealth Management PBC | 51.122 $ | -26.215 $ | -33,9 % | 77.337 $ | -2.064 $ | -2,6 % | 79.401 $ | -10.269 $ | -11,5 % | 89.670 $ | -29.648 $ | -24,8 % |
| Founders Capital Management | 88.501 $ | |||||||||||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 87.281 $ | +8.240 $ | +10,4 % | 79.041 $ | +2.111 $ | +2,7 % | 76.930 $ | +3.255 $ | +4,4 % | |||
| Portfolio Resources Advisor Group, Inc. | 83.827 $ | -966 $ | -1,1 % | 84.793 $ | +8.005 $ | +10,4 % | 76.788 $ | +2.050 $ | +2,7 % | 74.738 $ | ||
| UMB Bank, n.a. | 84.719 $ | +10.192 $ | +13,7 % | 74.527 $ | +19.724 $ | +36,0 % | 54.803 $ | +1.998 $ | +3,8 % | |||
| Signature Equity Partners, LLC | 84.366 $ | +1.083 $ | +1,3 % | 83.283 $ | ||||||||
| Providence Capital Advisors, LLC | 81.045 $ | +9.750 $ | +13,7 % | 71.295 $ | +915 $ | +1,3 % | 70.380 $ | +2.565 $ | +3,8 % | |||
| Coston, McIsaac & Partners | 79.000 $ | +9.000 $ | +12,9 % | 70.000 $ | +1.000 $ | +1,4 % | 69.000 $ | +3.000 $ | +4,5 % | |||
| Legacy Bridge, LLC | 78.344 $ | +9.425 $ | +13,7 % | 68.919 $ | +885 $ | +1,3 % | 68.034 $ | +2.479 $ | +3,8 % | |||
| Signature Resources Capital Management, LLC | 77.399 $ | +568 $ | +0,7 % | 76.831 $ | +9.243 $ | +13,7 % | 67.588 $ | +868 $ | +1,3 % | 66.720 $ | +2.431 $ | +3,8 % |
| Cornerstone National Bank & Trust Co | 77.231 $ | +750 $ | +1,0 % | 76.481 $ | ||||||||
| Vision Retirement, LLC | 63.068 $ | -3.111 $ | -4,7 % | 66.179 $ | -10.907 $ | -14,1 % | 77.086 $ | |||||
| Steigerwald, Gordon & Koch Inc. | 73.643 $ | +8.860 $ | +13,7 % | 64.783 $ | +5.898 $ | +10,0 % | 58.885 $ | +2.146 $ | +3,8 % | |||
| Smithfield Trust Co | 73.000 $ | +9.000 $ | +14,1 % | 64.000 $ | +1.000 $ | +1,6 % | 63.000 $ | +2.000 $ | +3,3 % | |||
| North Star Investment Management Corp. | 66.190 $ | -6.000 $ | -8,3 % | 72.190 $ | +3.610 $ | +5,3 % | 68.580 $ | +2.295 $ | +3,5 % | |||
| Stone House Investment Management, LLC | 21.898 $ | -45.230 $ | -67,4 % | 67.128 $ | -4.204 $ | -5,9 % | 71.332 $ | -64.887 $ | -47,6 % | |||
| Downshift Financial, LLC | 71.038 $ | +750 $ | +1,1 % | 70.288 $ | ||||||||
| IMG Wealth Management, Inc. | 70.779 $ | +8.515 $ | +13,7 % | 62.264 $ | +799 $ | +1,3 % | 61.465 $ | +2.240 $ | +3,8 % | |||
| FINANCIAL CONSULATE, INC | 68.348 $ | +8.222 $ | +13,7 % | 60.126 $ | +772 $ | +1,3 % | 59.354 $ | +2.163 $ | +3,8 % | |||
| Guardian Partners Inc. | 68.310 $ | +502 $ | +0,7 % | 67.808 $ | ||||||||
| GW&K Investment Management, LLC | 68.000 $ | +8.000 $ | +13,3 % | 60.000 $ | +1.000 $ | +1,7 % | 59.000 $ | +2.000 $ | +3,5 % | |||
| Parkside Financial Bank & Trust | 66.775 $ | +525 $ | +0,8 % | 66.250 $ | +1.769 $ | +2,7 % | 64.481 $ | +2.729 $ | +4,4 % | |||
| Regatta Research & Money Management | 64.748 $ | |||||||||||
| FIRST COMMUNITY TRUST NA | 62.865 $ | -935 $ | -1,5 % | 63.800 $ | +2.574 $ | +4,2 % | 61.226 $ | +3.982 $ | +7,0 % | 57.244 $ | -88 $ | -0,2 % |
| Integrity Financial Corp /WA | 63.014 $ | -51.322 $ | -44,9 % | |||||||||
| Strategic Wealth Partners, Ltd. | 60.397 $ | +1.399 $ | +2,4 % | 58.998 $ | +893 $ | +1,5 % | 58.105 $ | -43.168 $ | -42,6 % | |||
| Colonial Trust Co / SC | 59.713 $ | +5.063 $ | +9,3 % | 54.650 $ | +1.957 $ | +3,7 % | 52.693 $ | +1.585 $ | +3,1 % | |||
| CALDWELL SUTTER CAPITAL, INC. | 58.082 $ | +6.987 $ | +13,7 % | 51.095 $ | -6.382 $ | -11,1 % | 57.477 $ | -4.687 $ | -7,5 % | |||
| High Point Wealth Management, LLC | 57.705 $ | +7.107 $ | +14,0 % | 50.598 $ | +843 $ | +1,7 % | 49.755 $ | |||||
| Activest Wealth Management | 57.163 $ | +617 $ | +1,1 % | 56.546 $ | +6.964 $ | +14,0 % | 49.582 $ | +826 $ | +1,7 % | 48.756 $ | ||
| CHILTON CAPITAL MANAGEMENT LLC | 56.732 $ | +6.825 $ | +13,7 % | 49.907 $ | +641 $ | +1,3 % | 49.266 $ | +1.795 $ | +3,8 % | |||
| Cetera Trust Company, N.A | 54.030 $ | +6.500 $ | +13,7 % | 47.530 $ | +610 $ | +1,3 % | 46.920 $ | +1.710 $ | +3,8 % | |||
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 52.932 $ | |||||||||||
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 51.869 $ | +6.240 $ | +13,7 % | 45.629 $ | +586 $ | +1,3 % | 45.043 $ | +1.641 $ | +3,8 % | |||
| Osbon Capital Management LLC | 51.058 $ | +6.142 $ | +13,7 % | 44.916 $ | +577 $ | +1,3 % | 44.339 $ | |||||
| GAMMA Investing LLC | 50.184 $ | +368 $ | +0,7 % | 49.816 $ | ||||||||
| BESSEMER GROUP INC | 40.000 $ | -10.000 $ | -20,0 % | 50.000 $ | +7.000 $ | +16,3 % | 43.000 $ | -58.000 $ | -57,4 % | |||
| Allied Private Wealth LLC | 49.094 $ | |||||||||||
| Sound Income Strategies, LLC | 27.322 $ | -21.686 $ | -44,2 % | 49.008 $ | -13.172 $ | -21,2 % | ||||||
| Camelot Portfolios, LLC | 46.920 $ | |||||||||||
| YANKCOM Partnership | 46.343 $ | +19.126 $ | +70,3 % | 27.217 $ | +2.570 $ | +10,4 % | 24.647 $ | |||||
| TopTier Wealth Management, LLC | 46.211 $ | |||||||||||
| Scarborough Advisors, LLC | 22.858 $ | -22.383 $ | -49,5 % | 45.241 $ | +2.684 $ | +6,3 % | ||||||
| HOWE & RUSLING INC | 21.674 $ | -21.305 $ | -49,6 % | 42.979 $ | +22.363 $ | +108,5 % | ||||||
| Wealth Science Advisors LLC | 42.932 $ | |||||||||||
| SIGNATUREFD, LLC | 41.603 $ | +5.005 $ | +13,7 % | 36.598 $ | ||||||||
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 41.367 $ | +304 $ | +0,7 % | 41.063 $ | +4.940 $ | +13,7 % | 36.123 $ | |||||
| TIAA Wealth Investment Management LLC | 40.778 $ | |||||||||||
| Buck Wealth Strategies, LLC | 39.774 $ | |||||||||||
| Lodestone Wealth Management LLC | 39.462 $ | +290 $ | +0,7 % | 39.172 $ | +4.713 $ | +13,7 % | 34.459 $ | +442 $ | +1,3 % | 34.017 $ | ||
| Beaird Harris Wealth Management, LLC | 39.277 $ | +3.708 $ | +10,4 % | 35.569 $ | +950 $ | +2,7 % | 34.619 $ | -1.902 $ | -5,2 % | |||
| Opal Wealth Advisors, LLC | 39.260 $ | |||||||||||
| Bogart Wealth, LLC | 36.225 $ | +2.559 $ | +7,6 % | 33.666 $ | +1.493 $ | +4,6 % | 32.173 $ | -5.716 $ | -15,1 % | |||
| Missouri Trust & Investment Co | 35.648 $ | +458 $ | +1,3 % | 35.190 $ | +1.282 $ | +3,8 % | ||||||
| Global Trust Asset Management, LLC | 35.639 $ | +21.561 $ | +153,2 % | 14.078 $ | +1.329 $ | +10,4 % | 12.749 $ | |||||
| Atomic Invest LLC | 34.572 $ | -822 $ | -2,3 % | 35.394 $ | ||||||||
| Asset Dedication, LLC | 35.270 $ | +31.133 $ | +752,6 % | 4.137 $ | ||||||||
| Luminist Capital LLC | 35.120 $ | +4.622 $ | +15,2 % | 30.498 $ | +1.014 $ | +3,4 % | ||||||
| Millstone Evans Group, LLC | 33.176 $ | +3.132 $ | +10,4 % | 30.044 $ | +802 $ | +2,7 % | 29.242 $ | |||||
| Anchor Investment Management, LLC | 33.060 $ | +1.334 $ | +4,2 % | 31.726 $ | +2.063 $ | +7,0 % | 29.663 $ | -45 $ | -0,2 % | |||
| Rossby Financial, LCC | 32.675 $ | +2.825 $ | +9,5 % | 29.850 $ | +1.072 $ | +3,7 % | 28.778 $ | -10.243 $ | -26,2 % | |||
| Aventura Private Wealth, LLC | 15.312 $ | -16.748 $ | -52,2 % | 32.060 $ | +2.085 $ | +7,0 % | 29.975 $ | -46 $ | -0,2 % | |||
| Versant Capital Management, Inc | 31.024 $ | +335 $ | +1,1 % | 30.689 $ | ||||||||
| Ameliora Wealth Management Ltd. | 30.263 $ | +2.854 $ | +10,4 % | 27.409 $ | +732 $ | +2,7 % | 26.677 $ | +1.148 $ | +4,5 % | |||
| Continuum Advisory, LLC | 29.578 $ | |||||||||||
| C M BIDWELL & ASSOCIATES LTD | 29.446 $ | +3.542 $ | +13,7 % | 25.904 $ | +333 $ | +1,3 % | 25.571 $ | +932 $ | +3,8 % | |||
| Mascoma Wealth Management LLC | 28.857 $ | +3.554 $ | +14,0 % | 25.303 $ | +422 $ | +1,7 % | 24.881 $ | +1.002 $ | +4,2 % | |||
| McCarley & Cook Financial Planners | 28.848 $ | +212 $ | +0,7 % | 28.636 $ | +3.445 $ | +13,7 % | 25.191 $ | |||||
| Vermillion & White Wealth Management Group, LLC | 28.538 $ | -3.308 $ | -10,4 % | |||||||||
| Wilmington Savings Fund Society, FSB | 26.797 $ | +3.149 $ | +13,3 % | 23.648 $ | +339 $ | +1,5 % | 23.309 $ | +20.893 $ | +864,8 % | |||
| Avion Wealth | 26.000 $ | +3.000 $ | +13,0 % | 23.000 $ | +0 $ | +0,0 % | 23.000 $ | +1.000 $ | +4,5 % | |||
| GODSEY & GIBB, INC | 25.310 $ | +186 $ | +0,7 % | 25.124 $ | +3.022 $ | +13,7 % | 22.102 $ | -213 $ | -1,0 % | 22.315 $ | +1.292 $ | +6,1 % |
| Moisand Fitzgerald Tamayo, LLC | 24.222 $ | +178 $ | +0,7 % | 24.044 $ | +2.893 $ | +13,7 % | 21.151 $ | +271 $ | +1,3 % | 20.880 $ | +761 $ | +3,8 % |
| Kroeger Financial Partners | 23.895 $ | +176 $ | +0,7 % | 23.719 $ | ||||||||
| Realta Investment Advisors | 21.247 $ | -245 $ | -1,1 % | 21.492 $ | +2.029 $ | +10,4 % | 19.463 $ | -4.204 $ | -17,8 % | 23.667 $ | +5.526 $ | +30,5 % |
| Abound Wealth Management | 23.400 $ | +10.225 $ | +77,6 % | 13.175 $ | +220 $ | +1,7 % | 12.955 $ | |||||
| INVESTMENT COUNSEL CO OF NEVADA | 22.900 $ | +2.162 $ | +10,4 % | 20.738 $ | +554 $ | +2,7 % | 20.184 $ | |||||
| PlanVest Financial, Inc | 22.742 $ | +2.736 $ | +13,7 % | 20.006 $ | ||||||||
| QUADRANT CAPITAL GROUP LLC | 21.864 $ | +280 $ | +1,3 % | 21.584 $ | +787 $ | +3,8 % | ||||||
| Salomon & Ludwin, LLC | 20.755 $ | +1.420 $ | +7,3 % | 19.335 $ | +40 $ | +0,2 % | 19.295 $ | +881 $ | +4,8 % | |||
| PROSPERITY BANCSHARES INC | 20.585 $ | +2.476 $ | +13,7 % | 18.109 $ | +232 $ | +1,3 % | 17.877 $ | |||||
| Migdal Insurance & Financial Holdings Ltd. | 20.010 $ | |||||||||||
| EVERMAY WEALTH MANAGEMENT LLC | 19.251 $ | |||||||||||
| Ashurst Perkins Coie Trust Co | 19.050 $ | +143 $ | +0,8 % | 18.907 $ | +2.275 $ | +13,7 % | 16.632 $ | +214 $ | +1,3 % | 16.418 $ | +598 $ | +3,8 % |
| Fairway Wealth LLC | 18.640 $ | +2.242 $ | +13,7 % | 16.398 $ | +211 $ | +1,3 % | 16.187 $ | +590 $ | +3,8 % | |||
| Private Wealth Management Group, LLC | 17.854 $ | +132 $ | +0,7 % | 17.722 $ | +2.132 $ | +13,7 % | 15.590 $ | +200 $ | +1,3 % | 15.390 $ | +561 $ | +3,8 % |
| Kohmann Bosshard Financial Services, LLC | 17.361 $ | |||||||||||
| REICON WEALTH ADVISORS, LLC | 16.209 $ | +1.950 $ | +13,7 % | 14.259 $ | +183 $ | +1,3 % | 14.076 $ | |||||
| Walsh & Associates, LLC | 9.946 $ | +1.196 $ | +13,7 % | 8.750 $ | -6.926 $ | -44,2 % | 15.676 $ | |||||
| RETIREMITTEN FINANCIAL LLC | 15.447 $ | |||||||||||
| TOUNJIAN ADVISORY PARTNERS, LLC | 13.979 $ | |||||||||||
| Collier Financial | 13.972 $ | +1.319 $ | +10,4 % | 12.653 $ | +338 $ | +2,7 % | 12.315 $ | -1.928 $ | -13,5 % | |||
| JDM Financial Group LLC | 13.890 $ | +1.311 $ | +10,4 % | 12.579 $ | ||||||||
| LRI Investments, LLC | 13.508 $ | +1.625 $ | +13,7 % | 11.883 $ | +153 $ | +1,3 % | 11.730 $ | +427 $ | +3,8 % | |||
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 13.421 $ | +1.267 $ | +10,4 % | 12.154 $ | +326 $ | +2,8 % | 11.828 $ | +500 $ | +4,4 % | |||
| Rydar Equities, Inc. | 13.049 $ | |||||||||||
| Game Plan Financial Advisors, LLC | 10.324 $ | -2.001 $ | -16,2 % | 12.325 $ | ||||||||
| Key FInancial Inc | 12.006 $ | +484 $ | +4,2 % | 11.522 $ | ||||||||
| Capital Advisor Network LLC | 11.966 $ | +110 $ | +0,9 % | 11.856 $ | ||||||||
| Godfrey Financial Associates, Inc. | 11.872 $ | +1.121 $ | +10,4 % | 10.751 $ | +287 $ | +2,7 % | 10.464 $ | |||||
| Keating Financial Advisory Services, Inc. | 11.616 $ | +1.397 $ | +13,7 % | 10.219 $ | -338 $ | -3,2 % | 10.557 $ | |||||
| Ritter Daniher Financial Advisory LLC / DE | 11.509 $ | +1.385 $ | +13,7 % | 10.124 $ | +130 $ | +1,3 % | 9.994 $ | +364 $ | +3,8 % | |||
| Sunrise Financial Services, LLC | 11.366 $ | -131 $ | -1,1 % | 11.497 $ | +1.086 $ | +10,4 % | 10.411 $ | +278 $ | +2,7 % | 10.133 $ | ||
| Robinswood Financial LLC | 11.123 $ | +1.338 $ | +13,7 % | 9.785 $ | +126 $ | +1,3 % | 9.659 $ | +352 $ | +3,8 % | |||
| Financial Life Planners | 10.697 $ | +3.807 $ | +55,3 % | 6.890 $ | +5.091 $ | +283,0 % | ||||||
| Hilton Head Capital Partners, LLC | 10.276 $ | +467 $ | +4,8 % | 9.809 $ | +693 $ | +7,6 % | 9.116 $ | |||||
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 10.266 $ | +1.235 $ | +13,7 % | 9.031 $ | +116 $ | +1,3 % | 8.915 $ | +325 $ | +3,8 % | |||
| SOFI WEALTH, LLC | 7.279 $ | -2.775 $ | -27,6 % | 10.054 $ | +344 $ | +3,5 % | 9.710 $ | -10.847 $ | -52,8 % | |||
| Team Financial Group, LLC | 9.460 $ | +252 $ | +2,7 % | 9.208 $ | -1.781 $ | -16,2 % | ||||||
| Raleigh Capital Management Inc. | 1.603 $ | +151 $ | +10,4 % | 1.452 $ | -7.877 $ | -84,4 % | 9.329 $ | +7.999 $ | +601,4 % | |||
| WOLFF WIESE MAGANA LLC | 8.907 $ | -103 $ | -1,1 % | 9.010 $ | +850 $ | +10,4 % | 8.160 $ | +218 $ | +2,7 % | 7.942 $ | -16.815 $ | -67,9 % |
| Estate Planners Group, LLC | 8.868 $ | |||||||||||
| Physician Wealth Advisors, Inc. | 1.902 $ | -22 $ | -1,1 % | 1.924 $ | -3.686 $ | -65,7 % | 5.610 $ | -3.200 $ | -36,3 % | 8.810 $ | +373 $ | +4,4 % |
| Jackson Hole Capital Partners, LLC | 7.649 $ | +204 $ | +2,7 % | 7.445 $ | +315 $ | +4,4 % | ||||||
| Running Point Capital Advisors, LLC | 7.641 $ | +65 $ | +0,9 % | |||||||||
| Clarity Asset Management, Inc. | 7.502 $ | +125 $ | +1,7 % | 7.377 $ | -24.361 $ | -76,8 % | ||||||
| SOUTHERN MICHIGAN BANK & TRUST | 7.469 $ | |||||||||||
| COUNTRY TRUST BANK | 6.710 $ | |||||||||||
| Commonwealth Retirement Investments LLC | 939 $ | -5.761 $ | -86,0 % | 6.700 $ | ||||||||
| Lloyd Advisory Services, LLC. | 6.429 $ | |||||||||||
| EXCHANGE TRADED CONCEPTS, LLC | 6.372 $ | -5.933 $ | -48,2 % | |||||||||
| Markowski Investments | 6.213 $ | |||||||||||
| Tradewinds Capital Management, LLC | 5.913 $ | |||||||||||
| TUCKER ASSET MANAGEMENT LLC | 5.678 $ | +536 $ | +10,4 % | 5.142 $ | ||||||||
| Central Pacific Bank - Trust Division | 5.389 $ | +3.336 $ | +162,5 % | 2.053 $ | +247 $ | +13,7 % | 1.806 $ | +23 $ | +1,3 % | 1.783 $ | -419.603 $ | -99,6 % |
| Networth Advisors, LLC | 4.552 $ | -292 $ | -6,0 % | 4.844 $ | +129 $ | +2,7 % | 4.715 $ | |||||
| SYM FINANCIAL Corp | 4.632 $ | |||||||||||
| NorthAvenue LLC | 4.568 $ | +431 $ | +10,4 % | 4.137 $ | +111 $ | +2,8 % | 4.026 $ | |||||
| Caitlin John, LLC | 4.115 $ | -1.068 $ | -20,6 % | |||||||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 3.782 $ | |||||||||||
| GROUP ONE TRADING LLC | 3.124 $ | -602 $ | -16,2 % | 3.726 $ | +151 $ | +4,2 % | 3.575 $ | -12.515 $ | -77,8 % | |||
| Spectrum Wealth Advisory Group, LLC | 3.613 $ | |||||||||||
| First Command Advisory Services, Inc. | 3.122 $ | |||||||||||
| Birchwood Financial Partners, Inc. | 3.017 $ | +80 $ | +2,7 % | 2.937 $ | ||||||||
| Financial Gravity Companies, Inc. | 2.675 $ | |||||||||||
| EPG Wealth Management LLC | 798 $ | -1.873 $ | -70,1 % | 2.671 $ | +44 $ | +1,7 % | 2.627 $ | +100 $ | +4,0 % | |||
| Financial Gravity Asset Management, Inc. | 2.422 $ | +64 $ | +2,7 % | 2.358 $ | +100 $ | +4,4 % | ||||||
| NORTHSTAR ASSET MANAGEMENT Co | 2.314 $ | |||||||||||
| Trust Co | 2.206 $ | -25 $ | -1,1 % | 2.231 $ | +210 $ | +10,4 % | 2.021 $ | |||||
| Financial Management Professionals, Inc. | 2.127 $ | |||||||||||
| AFFINITY WEALTH LLC | 1.595 $ | +58 $ | +3,8 % | |||||||||
| HHM Wealth Advisors, LLC | 1.221 $ | |||||||||||
| ORG Partners LLC | 1.173 $ | +43 $ | +3,8 % | |||||||||
| TWIN PEAKS WEALTH ADVISORS, LLC | 977 $ | |||||||||||
| BNP PARIBAS FINANCIAL MARKETS | 864 $ | +536 $ | +163,4 % | 328 $ | ||||||||
| Cassaday & Co Wealth Management LLC | 55 $ | |||||||||||
| Kilter Group LLC | 3 $ | -24.441 $ | -100,0 % | |||||||||
| Total | 954.734.266 $ | +11.681.598 $ | +5,4 % | 12.886.264.924 $ | +1.167.064.669 $ | +34,1 % | 11.382.616.506 $ | +143.929.631 $ | +130,6 % | 11.190.271.077 $ | +170.768.312 $ | +48,3 % |
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.