| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 2.345.868.910 $ | -41.682.954 $ | +2.472,1 % | 17.004.523.756 $ | +1.275.581.221 $ | +204,6 % | 15.825.167.232 $ | +332.841.956 $ | +296,3 % | 15.322.946.693 $ | -4.226.094.628 $ | +350,9 % |
| JPMORGAN CHASE & CO | 5.778.298.287 $ | +363.926.760 $ | +6,7 % | 5.414.371.527 $ | -298.259.661 $ | -5,2 % | 5.712.631.188 $ | -5.439.155.316 $ | -48,8 % | |||
| LPL Financial LLC | 902.812.410 $ | +61.164.315 $ | +7,3 % | 841.648.095 $ | +64.110.434 $ | +8,2 % | 777.537.661 $ | +160.935.786 $ | +26,1 % | |||
| Cetera Investment Advisers | 427.722.873 $ | +45.114.266 $ | +11,8 % | 382.608.607 $ | +88.170.221 $ | +29,9 % | 294.438.386 $ | +51.229.591 $ | +21,1 % | |||
| JANE STREET GROUP, LLC | 12.786.426 $ | -50.750.395 $ | -79,9 % | 63.536.821 $ | -314.580.464 $ | -83,2 % | 378.117.285 $ | +355.196.011 $ | +1.549,6 % | |||
| BANK OF AMERICA CORP /DE/ | 377.340.033 $ | +21.528.374 $ | +6,1 % | 355.811.659 $ | +69.013.760 $ | +24,1 % | 286.797.899 $ | +69.495.375 $ | +32,0 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 299.025.078 $ | -51.514.597 $ | -14,7 % | 350.539.675 $ | +70.174.984 $ | +25,0 % | 280.364.691 $ | -31.880.176 $ | -10,2 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 317.300.984 $ | +36.737.553 $ | +13,1 % | 280.563.431 $ | +32.954.043 $ | +13,3 % | 247.609.388 $ | +61.925.711 $ | +33,4 % | |||
| Forvis Mazars Wealth Advisors, LLC | 313.846.109 $ | +25.407.516 $ | +8,8 % | 288.438.593 $ | +40.062.592 $ | +16,1 % | 248.376.001 $ | +11.067.802 $ | +4,7 % | 237.308.199 $ | +21.901.221 $ | +10,2 % |
| RAYMOND JAMES FINANCIAL INC | 296.743.104 $ | +35.457.247 $ | +13,6 % | 261.285.857 $ | -5.283.930 $ | -2,0 % | 266.569.787 $ | +53.496.560 $ | +25,1 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 241.057.097 $ | -22.587.072 $ | -8,6 % | 263.644.169 $ | +37.949.631 $ | +16,8 % | 225.694.538 $ | -49.291.538 $ | -17,9 % | 274.986.076 $ | +20.234.256 $ | +7,9 % |
| AMERIPRISE FINANCIAL INC | 250.788.066 $ | +41.939.055 $ | +20,1 % | 208.849.011 $ | +17.519.629 $ | +9,2 % | 191.329.382 $ | +53.249.795 $ | +38,6 % | |||
| FMR LLC | 241.379.990 $ | +80.256.425 $ | +49,8 % | 161.123.565 $ | +161.024.072 $ | +161.844,6 % | 99.493 $ | +57.870 $ | +139,0 % | |||
| Meeder Advisory Services, Inc. | 222.368.140 $ | +9.291.811 $ | +4,4 % | 213.076.329 $ | +50.593.362 $ | +31,1 % | 162.482.967 $ | +14.090.337 $ | +9,5 % | |||
| OSAIC HOLDINGS, INC. | 175.420.421 $ | -29.490.118 $ | -14,4 % | 204.910.539 $ | -5.604.034 $ | -2,7 % | 210.514.573 $ | -56.742.156 $ | -21,2 % | |||
| JONES FINANCIAL COMPANIES LLLP | 206.782.432 $ | +105.390.946 $ | +103,9 % | 101.391.486 $ | +36.925.943 $ | +57,3 % | 64.465.543 $ | +26.273.310 $ | +68,8 % | |||
| Avantax Planning Partners, Inc. | 189.427.552 $ | +11.010.066 $ | +6,2 % | 178.417.486 $ | +1.764.153 $ | +1,0 % | 176.653.333 $ | +7.727.129 $ | +4,6 % | |||
| MORGAN STANLEY | 158.517.316 $ | +25.880.666 $ | +19,5 % | 132.636.650 $ | +24.086.228 $ | +22,2 % | 108.550.422 $ | +53.301.310 $ | +96,5 % | |||
| HighTower Advisors, LLC | 151.015.795 $ | -2.065.606 $ | -1,3 % | 153.081.401 $ | +5.518.650 $ | +3,7 % | 147.562.751 $ | +30.167.695 $ | +25,7 % | |||
| Cambridge Investment Research Advisors, Inc. | 115.395.000 $ | +45.293.000 $ | +64,6 % | 70.102.000 $ | -13.153.000 $ | -15,8 % | 83.255.000 $ | +9.705.000 $ | +13,2 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 107.400.081 $ | +6.879.521 $ | +6,8 % | 100.520.560 $ | +2.874.812 $ | +2,9 % | 97.645.748 $ | +6.617.748 $ | +7,3 % | |||
| CWM, LLC | 104.652.312 $ | +14.488.312 $ | +16,1 % | 90.164.000 $ | +34.286.000 $ | +61,4 % | ||||||
| CGC Financial Services, LLC | 70.191.496 $ | -42.839 $ | -0,1 % | 70.234.335 $ | -22.101.920 $ | -23,9 % | 92.336.255 $ | -1.991.114 $ | -2,1 % | 94.327.369 $ | +2.438.976 $ | +2,7 % |
| Mitsubishi UFJ Asset Management Co., Ltd. | 91.939.607 $ | +23.729.911 $ | +34,8 % | 68.209.696 $ | +28.447.877 $ | +71,5 % | 39.761.819 $ | +3.155.447 $ | +8,6 % | |||
| MML INVESTORS SERVICES, LLC | 87.542.025 $ | +18.300.166 $ | +26,4 % | 69.241.859 $ | -2.382.806 $ | -3,3 % | 71.624.665 $ | +12.669.093 $ | +21,5 % | |||
| CAPTRUST FINANCIAL ADVISORS | 86.671.538 $ | +10.069.108 $ | +13,1 % | 76.602.430 $ | +5.346.230 $ | +7,5 % | 71.256.200 $ | +6.152.455 $ | +9,5 % | |||
| Rice Partnership, LLC | 85.176.325 $ | +12.280.205 $ | +16,8 % | 72.896.120 $ | +3.339.566 $ | +4,8 % | 69.556.554 $ | +5.180.360 $ | +8,0 % | |||
| Crestwood Advisors Group, LLC | 79.872.196 $ | +12.878.530 $ | +19,2 % | 66.993.666 $ | +2.969.947 $ | +4,6 % | 64.023.719 $ | +4.661.675 $ | +7,9 % | |||
| Corient Private Wealth LP | 31.318.841 $ | -3.317.079 $ | -9,6 % | 34.635.920 $ | -41.927.164 $ | -54,8 % | 76.563.084 $ | +76.526.044 $ | +206.603,8 % | |||
| Integrated Wealth Concepts LLC | 72.642.017 $ | -1.486.033 $ | -2,0 % | 74.128.050 $ | +29.037.374 $ | +64,4 % | 45.090.676 $ | -15.537.034 $ | -25,6 % | |||
| Syntegra Private Wealth Group, LLC | 51.406.343 $ | -22.559.652 $ | -30,5 % | 73.965.995 $ | +21.888.238 $ | +42,0 % | 52.077.757 $ | +1.556.691 $ | +3,1 % | 50.521.066 $ | -11.756.026 $ | -18,9 % |
| ROYAL BANK OF CANADA | 71.660.000 $ | +601.000 $ | +0,8 % | 71.059.000 $ | +11.990.000 $ | +20,3 % | 59.069.000 $ | +6.729.000 $ | +12,9 % | |||
| 1900 WEALTH MANAGEMENT LLC | 55.858.668 $ | -12.559.658 $ | -18,4 % | 68.418.326 $ | -1.859.042 $ | -2,6 % | 70.277.368 $ | +7.263.723 $ | +11,5 % | 63.013.645 $ | +3.753.625 $ | +6,3 % |
| FSM Wealth Advisors, LLC | 66.681.078 $ | +10.976.116 $ | +19,7 % | 55.704.962 $ | +11.050.568 $ | +24,7 % | 44.654.394 $ | +7.681.262 $ | +20,8 % | |||
| UBS Group AG | 66.375.876 $ | +1.177.063 $ | +1,8 % | 65.198.813 $ | +1.382.856 $ | +2,2 % | 63.815.957 $ | +16.124.829 $ | +33,8 % | |||
| Legacy Financial Group LLC | 7.577.815 $ | -54.224.705 $ | -87,7 % | 61.802.520 $ | -2.309.441 $ | -3,6 % | 64.111.961 $ | +1.641.515 $ | +2,6 % | |||
| Peterson Wealth Advisors, LLC | 63.679.713 $ | +3.851.190 $ | +6,4 % | 59.828.523 $ | +4.840.443 $ | +8,8 % | 54.988.080 $ | -108.343 $ | -0,2 % | 55.096.423 $ | +4.728.417 $ | +9,4 % |
| Janney Montgomery Scott LLC | 40.231.000 $ | -22.521.000 $ | -35,9 % | 62.752.000 $ | +1.635.000 $ | +2,7 % | 61.117.000 $ | -2.184.000 $ | -3,5 % | |||
| ASSETMARK, INC | 61.611.706 $ | +11.834.255 $ | +23,8 % | 49.777.451 $ | -10.064.795 $ | -16,8 % | 59.842.246 $ | -1.926.587 $ | -3,1 % | 61.768.833 $ | +19.642.993 $ | +46,6 % |
| Hills Bank & Trust Co | 61.185.619 $ | +41.205.466 $ | +206,2 % | 19.980.153 $ | +1.083.481 $ | +5,7 % | 18.896.672 $ | +618.288 $ | +3,4 % | |||
| GREAT VALLEY ADVISOR GROUP, INC. | 59.723.181 $ | -1.179.828 $ | -1,9 % | 60.903.009 $ | +4.380.149 $ | +7,7 % | 56.522.860 $ | -24.001.729 $ | -29,8 % | |||
| Focus Partners Wealth | 59.790.312 $ | +6.034.594 $ | +11,2 % | 53.755.718 $ | -3.670.965 $ | -6,4 % | 57.426.683 $ | +3.317.321 $ | +6,1 % | |||
| Dynasty Wealth Management, LLC | 58.073.396 $ | +18.218.310 $ | +45,7 % | 39.855.086 $ | +18.953.461 $ | +90,7 % | 20.901.625 $ | +15.910.134 $ | +318,7 % | |||
| MAI Capital Management | 55.695.222 $ | +3.583.580 $ | +6,9 % | 52.111.642 $ | +2.730.790 $ | +5,5 % | 49.380.852 $ | +35.131.556 $ | +246,5 % | |||
| CENTRAL TRUST Co | 55.286.468 $ | +3.537.457 $ | +6,8 % | 51.749.011 $ | +1.226.836 $ | +2,4 % | 50.522.175 $ | +2.928.758 $ | +6,2 % | |||
| Prime Capital Investment Advisors, LLC | 52.774.688 $ | +1.343.578 $ | +2,6 % | 51.431.110 $ | +1.190.043 $ | +2,4 % | 50.241.067 $ | +40.596.172 $ | +420,9 % | 9.644.895 $ | -1.409.949 $ | -12,8 % |
| RWA WEALTH PARTNERS, LLC | 51.585.247 $ | +6.300.464 $ | +13,9 % | 45.284.783 $ | -6.356.037 $ | -12,3 % | 51.640.820 $ | -3.481.919 $ | -6,3 % | |||
| STIFEL FINANCIAL CORP | 50.714.536 $ | +5.509.101 $ | +12,2 % | 45.205.435 $ | +211.687 $ | +0,5 % | 44.993.748 $ | +5.163.542 $ | +13,0 % | |||
| Vestmark Advisory Solutions, Inc. | 50.451.561 $ | +4.145.743 $ | +9,0 % | 46.305.818 $ | +638.746 $ | +1,4 % | 45.667.072 $ | +4.924.155 $ | +12,1 % | |||
| Rockefeller Capital Management L.P. | 50.339.166 $ | +3.358.635 $ | +7,1 % | 46.980.531 $ | +3.804.766 $ | +8,8 % | 43.175.765 $ | +6.595.207 $ | +18,0 % | |||
| Taylor Securities Services, Inc. | 33.696.117 $ | -7.192.726 $ | -17,6 % | 40.888.843 $ | -3.532.278 $ | -8,0 % | 44.421.121 $ | -5.308.944 $ | -10,7 % | 49.730.065 $ | ||
| Private Advisor Group, LLC | 49.438.154 $ | +11.164.135 $ | +29,2 % | 38.274.019 $ | -4.547.466 $ | -10,6 % | 42.821.485 $ | +4.536.357 $ | +11,8 % | |||
| WealthPlan Investment Management, LLC | 38.419.635 $ | -10.688.883 $ | -21,8 % | 49.108.518 $ | -76.959 $ | -0,2 % | 49.185.477 $ | +16.115.980 $ | +48,7 % | 33.069.497 $ | +4.158.874 $ | +14,4 % |
| Asio Capital, LLC | 30.023.220 $ | -18.872.737 $ | -38,6 % | 48.895.957 $ | +2.998.186 $ | +6,5 % | 45.897.771 $ | +13.383.068 $ | +41,2 % | 32.514.703 $ | +970.900 $ | +3,1 % |
| Parallel Advisors, LLC | 48.476.393 $ | +5.585.922 $ | +13,0 % | 42.890.471 $ | +42.616.485 $ | +15.554,3 % | 273.986 $ | +28.260 $ | +11,5 % | |||
| Orion Porfolio Solutions, LLC | 47.247.259 $ | -447.938 $ | -0,9 % | 47.695.197 $ | +5.466.442 $ | +12,9 % | 42.228.755 $ | +1.266.363 $ | +3,1 % | |||
| Equitable Holdings, Inc. | 43.136.874 $ | +392.863 $ | +0,9 % | 42.744.011 $ | -2.052.365 $ | -4,6 % | 44.796.376 $ | -1.493.883 $ | -3,2 % | |||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 43.895.244 $ | +7.332.785 $ | +20,1 % | 36.562.459 $ | +2.112.255 $ | +6,1 % | 34.450.204 $ | +20.699.261 $ | +150,5 % | |||
| Apella Capital, LLC | 42.835.391 $ | +19.413.147 $ | +82,9 % | 23.422.244 $ | +1.168.909 $ | +5,3 % | 22.253.335 $ | +15.418.875 $ | +225,6 % | 6.834.460 $ | +1.060.366 $ | +18,4 % |
| G2 CAPITAL MANAGEMENT, LLC / OH | 41.048.423 $ | +1.160.237 $ | +2,9 % | 39.888.186 $ | +419.912 $ | +1,1 % | 39.468.274 $ | +1.278.496 $ | +3,3 % | |||
| BAILARD, INC. | 34.571.247 $ | +1.469.521 $ | +4,4 % | 33.101.726 $ | -896.173 $ | -2,6 % | 33.997.899 $ | -6.126.624 $ | -15,3 % | 40.124.523 $ | +1.633.123 $ | +4,2 % |
| Summit Financial, LLC | 39.719.934 $ | +1.154.503 $ | +3,0 % | 38.565.431 $ | +10.120.503 $ | +35,6 % | 28.444.928 $ | +7.816.249 $ | +37,9 % | |||
| Avidian Wealth Enterprises, LLC | 33.091.087 $ | -4.192.731 $ | -11,2 % | 37.283.818 $ | +2.596.301 $ | +7,5 % | 34.687.517 $ | +13.125.564 $ | +60,9 % | 21.561.953 $ | +402.313 $ | +1,9 % |
| COLLECTIVE FAMILY OFFICE LLC | 18.296.968 $ | -18.582.709 $ | -50,4 % | 36.879.677 $ | +765.651 $ | +2,1 % | 36.114.026 $ | +192.467 $ | +0,5 % | 35.921.559 $ | +4.319.011 $ | +13,7 % |
| Hughes Financial Services, LLC | 35.745.114 $ | +3.259.188 $ | +10,0 % | 32.485.926 $ | +437.663 $ | +1,4 % | 32.048.263 $ | +430.866 $ | +1,4 % | |||
| TIAA Wealth Investment Management LLC | 34.856.771 $ | +3.611.672 $ | +11,6 % | 31.245.099 $ | ||||||||
| Wagner Wealth Management, LLC | 32.650.264 $ | -1.688.607 $ | -4,9 % | 34.338.871 $ | +5.532.425 $ | +19,2 % | 28.806.446 $ | +2.226.090 $ | +8,4 % | 26.580.356 $ | +1.676.394 $ | +6,7 % |
| AllGen Financial Advisors, Inc. | 33.669.879 $ | +14.573.179 $ | +76,3 % | 19.096.700 $ | -825.553 $ | -4,1 % | 19.922.253 $ | +1.343.229 $ | +7,2 % | |||
| Tortoise Investment Management, LLC | 33.645.762 $ | +4.094.719 $ | +13,9 % | 29.551.043 $ | +2.778.619 $ | +10,4 % | 26.772.424 $ | +2.730.081 $ | +11,4 % | |||
| Modern Wealth Management, LLC | 33.469.604 $ | +23.012.987 $ | +220,1 % | 10.456.617 $ | +8.112.987 $ | +346,2 % | 2.343.630 $ | +1.509.725 $ | +181,0 % | |||
| OpenArc Corporate Advisory, LLC | 28.906.944 $ | -4.073.414 $ | -12,4 % | 32.980.358 $ | +8.906.224 $ | +37,0 % | 24.074.134 $ | +12.176.384 $ | +102,3 % | 11.897.750 $ | ||
| VERUS CAPITAL PARTNERS, LLC | 32.336.206 $ | +3.456.446 $ | +12,0 % | 28.879.760 $ | -3.439.393 $ | -10,6 % | 32.319.153 $ | +3.091.692 $ | +10,6 % | |||
| Kestra Advisory Services, LLC | 32.100.974 $ | +7.822.345 $ | +32,2 % | 24.278.629 $ | +3.708.316 $ | +18,0 % | 20.570.313 $ | +4.280.240 $ | +26,3 % | |||
| Kestra Investment Management, LLC | 26.051.599 $ | -5.682.997 $ | -17,9 % | 31.734.596 $ | ||||||||
| ARQ WEALTH ADVISORS, LLC | 31.622.096 $ | +28.253.913 $ | +838,8 % | 3.368.183 $ | +201.337 $ | +6,4 % | 3.166.846 $ | +90.063 $ | +2,9 % | |||
| Ameritas Advisory Services, LLC | 30.743.820 $ | +19.316.092 $ | +169,0 % | 11.427.728 $ | -1.627.366 $ | -12,5 % | 13.055.094 $ | -8.698.615 $ | -40,0 % | |||
| HTG Investment Advisors, Inc. | 30.471.376 $ | +1.914.555 $ | +6,7 % | 28.556.821 $ | -636 $ | -0,0 % | 28.557.457 $ | +7.391.759 $ | +34,9 % | |||
| ABLE Financial Group, LLC | 24.472.630 $ | -5.036.441 $ | -17,1 % | 29.509.071 $ | +4.941.585 $ | +20,1 % | 24.567.486 $ | +1.450.564 $ | +6,3 % | 23.116.922 $ | +2.044.688 $ | +9,7 % |
| TIAA TRUST, NATIONAL ASSOCIATION | 565.487 $ | -28.614.271 $ | -98,1 % | 29.179.758 $ | -20.148.863 $ | -40,8 % | ||||||
| PINNACLE ASSOCIATES LTD | 29.137.323 $ | +3.450.152 $ | +13,4 % | 25.687.171 $ | +10.504.734 $ | +69,2 % | 15.182.437 $ | +7.489.616 $ | +97,4 % | 7.692.821 $ | +2.777.382 $ | +56,5 % |
| Bridgewater Advisors Inc. | 22.071.239 $ | -7.064.619 $ | -24,2 % | 29.135.858 $ | +6.049.238 $ | +26,2 % | 23.086.620 $ | +5.708.372 $ | +32,8 % | |||
| Beacon Pointe Advisors, LLC | 29.064.674 $ | +20.278.839 $ | +230,8 % | 8.785.835 $ | -951.648 $ | -9,8 % | 9.737.483 $ | +4.354.370 $ | +80,9 % | |||
| Advisory Services Network, LLC | 28.816.475 $ | +6.195.992 $ | +27,4 % | 22.620.483 $ | +5.234.794 $ | +30,1 % | 17.385.689 $ | +1.931.429 $ | +12,5 % | |||
| CGN Advisors LLC | 24.783.270 $ | -3.934.555 $ | -13,7 % | 28.717.825 $ | +623.037 $ | +2,2 % | 28.094.788 $ | -194.649 $ | -0,7 % | 28.289.437 $ | +987.395 $ | +3,6 % |
| Arkadios Wealth Advisors | 756.207 $ | -27.531.575 $ | -97,3 % | 28.287.782 $ | +27.204.727 $ | +2.511,9 % | 1.083.055 $ | -73.190 $ | -6,3 % | |||
| Goldstone Financial Group, LLC | 27.383.758 $ | +1.628.159 $ | +6,3 % | 25.755.599 $ | -574.797 $ | -2,2 % | 26.330.396 $ | +1.777.475 $ | +7,2 % | |||
| Larson Financial Group LLC | 27.322.762 $ | +3.285.199 $ | +13,7 % | 24.037.563 $ | +1.968.164 $ | +8,9 % | 22.069.399 $ | +1.435.474 $ | +7,0 % | |||
| Mariner, LLC | 5.831.869 $ | -21.260.313 $ | -78,5 % | 27.092.182 $ | +320.420 $ | +1,2 % | 26.771.762 $ | -2.003.597 $ | -7,0 % | |||
| Meridian Financial Partners LLC | 26.600.188 $ | +3.657.238 $ | +15,9 % | 22.942.950 $ | +427.877 $ | +1,9 % | 22.515.073 $ | +3.060.080 $ | +15,7 % | |||
| NewEdge Advisors, LLC | 26.434.279 $ | -74.705 $ | -0,3 % | 26.508.984 $ | +195.752 $ | +0,7 % | 26.313.232 $ | +8.216.233 $ | +45,4 % | |||
| MATHER GROUP, LLC. | 25.212.229 $ | -1.179.639 $ | -4,5 % | 26.391.868 $ | +2.606.541 $ | +11,0 % | 23.785.327 $ | +825.573 $ | +3,6 % | 22.959.754 $ | +1.511.459 $ | +7,0 % |
| Lebenthal Global Advisors, LLC | 26.378.205 $ | +7.437.919 $ | +39,3 % | 18.940.286 $ | -4.540.401 $ | -19,3 % | 23.480.687 $ | -358.480 $ | -1,5 % | |||
| Independent Advisor Alliance | 1.201.143 $ | -25.025.642 $ | -95,4 % | 26.226.785 $ | ||||||||
| SAGESPRING WEALTH PARTNERS, LLC | 26.163.217 $ | +7.962.227 $ | +43,7 % | 18.200.990 $ | +5.817.181 $ | +47,0 % | 12.383.809 $ | +1.206.245 $ | +10,8 % | 11.177.564 $ | +9.876.397 $ | +759,0 % |
| Amplius Wealth Advisors, LLC | 26.062.762 $ | +2.226.233 $ | +9,3 % | 23.836.529 $ | +4.610.271 $ | +24,0 % | 19.226.258 $ | +2.366.439 $ | +14,0 % | 16.859.819 $ | +1.844.227 $ | +12,3 % |
| Brookstone Capital Management | 25.699.875 $ | +1.480.777 $ | +6,1 % | 24.219.098 $ | +5.161.815 $ | +27,1 % | 19.057.283 $ | +3.074.365 $ | +19,2 % | 15.982.918 $ | +3.250.322 $ | +25,5 % |
| TRUIST FINANCIAL CORP | 25.623.581 $ | +2.055.198 $ | +8,7 % | 23.568.383 $ | -489.860 $ | -2,0 % | 24.058.243 $ | +930.865 $ | +4,0 % | |||
| Clearwater Capital Advisors, LLC | 25.346.092 $ | +1.329.446 $ | +5,5 % | 24.016.646 $ | +5.367.501 $ | +28,8 % | 18.649.145 $ | +12.776.607 $ | +217,6 % | |||
| Arlington Financial Advisors, LLC | 25.342.505 $ | +581.684 $ | +2,3 % | 24.760.821 $ | +2.512.167 $ | +11,3 % | 22.248.654 $ | +429.702 $ | +2,0 % | 21.818.952 $ | +688.531 $ | +3,3 % |
| WELLS FARGO & COMPANY/MN | 24.962.862 $ | +2.624.890 $ | +11,8 % | 22.337.972 $ | +12.201.160 $ | +120,4 % | 10.136.812 $ | +9.843.636 $ | +3.357,6 % | |||
| Nolet Wealth Management, LLC | 14.352.459 $ | -3.198.283 $ | -18,2 % | 17.550.742 $ | -5.892.717 $ | -25,1 % | 23.443.459 $ | -1.324.570 $ | -5,3 % | 24.768.029 $ | ||
| CITADEL ADVISORS LLC | 9.773.898 $ | -3.133.181 $ | -24,3 % | 12.907.079 $ | -11.382.101 $ | -46,9 % | 24.289.180 $ | +5.172.276 $ | +27,1 % | |||
| Midwest Financial Partners Investments, Inc. | 24.169.959 $ | +834.121 $ | +3,6 % | 23.335.838 $ | +1.532.452 $ | +7,0 % | 21.803.386 $ | +1.005.312 $ | +4,8 % | 20.798.074 $ | ||
| TBH Global Asset Management, LLC | 1.468.540 $ | -215.020 $ | -12,8 % | 1.683.560 $ | -21.984.821 $ | -92,9 % | 23.668.381 $ | +18.656.701 $ | +372,3 % | |||
| SHP Wealth Management | 2.608.333 $ | -20.884.661 $ | -88,9 % | 23.492.994 $ | +838.639 $ | +3,7 % | 22.654.355 $ | |||||
| IAG Wealth Partners, LLC | 22.246.813 $ | -533.026 $ | -2,3 % | 22.779.839 $ | +235.480 $ | +1,0 % | 22.544.359 $ | +795.446 $ | +3,7 % | |||
| Smith & Howard Wealth Management, LLC | 21.933.210 $ | -508.651 $ | -2,3 % | 22.441.861 $ | +1.085.411 $ | +5,1 % | 21.356.450 $ | +1.012.397 $ | +5,0 % | |||
| Waverly Advisors, LLC | 22.436.377 $ | +5.976.331 $ | +36,3 % | 16.460.046 $ | +127.290 $ | +0,8 % | 16.332.756 $ | +1.609.177 $ | +10,9 % | |||
| CPC Advisors, LLC | 725.290 $ | -563.140 $ | -43,7 % | 1.288.430 $ | -684.795 $ | -34,7 % | 1.973.225 $ | -20.443.045 $ | -91,2 % | 22.416.270 $ | +1.347.517 $ | +6,4 % |
| HUNTINGTON NATIONAL BANK | 16.322.190 $ | -628.330 $ | -3,7 % | 16.950.520 $ | -5.322.743 $ | -23,9 % | 22.273.263 $ | +3.932.956 $ | +21,4 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 20.811.000 $ | -1.379.000 $ | -6,2 % | 22.190.000 $ | +2.379.000 $ | +12,0 % | 19.811.000 $ | +1.261.000 $ | +6,8 % | |||
| Visionary Wealth Advisors | 19.272.801 $ | -424.357 $ | -2,2 % | 19.697.158 $ | -2.348.809 $ | -10,7 % | 22.045.967 $ | +2.379.977 $ | +12,1 % | |||
| ForthRight Wealth Management, LLC | 22.035.004 $ | +1.869.423 $ | +9,3 % | 20.165.581 $ | +1.403.510 $ | +7,5 % | 18.762.071 $ | +1.723.494 $ | +10,1 % | |||
| Garrett Wealth Advisory Group, LLC | 21.858.244 $ | +1.022.818 $ | +4,9 % | 20.835.426 $ | +2.172.572 $ | +11,6 % | 18.662.854 $ | |||||
| CARY STREET PARTNERS FINANCIAL LLC | 20.962.222 $ | +1.485.501 $ | +7,6 % | 19.476.721 $ | -1.331.081 $ | -6,4 % | 20.807.802 $ | -767.431 $ | -3,6 % | |||
| Joseph Group Capital Management | 20.787.676 $ | |||||||||||
| Triad Wealth Partners, LLC | 3.181.806 $ | -17.591.860 $ | -84,7 % | 20.773.666 $ | +5.986.279 $ | +40,5 % | 14.787.387 $ | +12.212.369 $ | +474,3 % | |||
| Advisory Resource Group | 20.204.698 $ | +2.951.397 $ | +17,1 % | 17.253.301 $ | +1.492.240 $ | +9,5 % | 15.761.061 $ | +321.311 $ | +2,1 % | |||
| INVENIO WEALTH PARTNERS LLC | 18.473.268 $ | -1.650.900 $ | -8,2 % | 20.124.168 $ | +1.100.673 $ | +5,8 % | 19.023.495 $ | -682.464 $ | -3,5 % | 19.705.959 $ | -1.023.635 $ | -4,9 % |
| OneDigital Investment Advisors LLC | 20.001.179 $ | +4.546.147 $ | +29,4 % | 15.455.032 $ | +939.466 $ | +6,5 % | 14.515.566 $ | +7.737.819 $ | +114,2 % | |||
| Cardinal Strategic Wealth Guidance | 19.883.081 $ | |||||||||||
| Pinnacle Wealth Management Advisory Group, LLC | 19.805.317 $ | +7.954.486 $ | +67,1 % | 11.850.831 $ | +5.877.636 $ | +98,4 % | 5.973.195 $ | +2.152.950 $ | +56,4 % | |||
| Longview Financial Advisors LLC | 19.638.545 $ | +2.475.831 $ | +14,4 % | 17.162.714 $ | +389.573 $ | +2,3 % | 16.773.141 $ | +1.716.875 $ | +11,4 % | |||
| MLG Wealth Management DBA Pine Grove Financial Group | 10.560.963 $ | -5.865.112 $ | -35,7 % | 16.426.075 $ | -3.102.171 $ | -15,9 % | 19.528.246 $ | +1.199.783 $ | +6,5 % | 18.328.463 $ | ||
| Savant Capital, LLC | 19.504.383 $ | +5.406.039 $ | +38,3 % | 14.098.344 $ | +2.068.081 $ | +17,2 % | 12.030.263 $ | +2.746.616 $ | +29,6 % | |||
| Destiny Wealth Partners, LLC | 13.853.141 $ | -5.476.239 $ | -28,3 % | 19.329.380 $ | +14.710.322 $ | +318,5 % | 4.619.058 $ | +447.140 $ | +10,7 % | |||
| Skyline Advisors, Inc. | 9.872.192 $ | -3.889.455 $ | -28,3 % | 13.761.647 $ | -5.535.348 $ | -28,7 % | 19.296.995 $ | +387.198 $ | +2,0 % | |||
| Diversified Portfolios, Inc. | 19.265.262 $ | +5.707.674 $ | +42,1 % | 13.557.588 $ | -814.611 $ | -5,7 % | 14.372.199 $ | +2.688.798 $ | +23,0 % | |||
| Apollon Wealth Management, LLC | 19.153.142 $ | +2.893.914 $ | +17,8 % | 16.259.228 $ | +317.914 $ | +2,0 % | 15.941.314 $ | -2.177.242 $ | -12,0 % | |||
| Sound Income Strategies, LLC | 19.124.823 $ | +19.121.678 $ | +608.002,5 % | 3.145 $ | -177 $ | -5,3 % | 3.322 $ | +56 $ | +1,7 % | |||
| Stephens Consulting, LLC | 18.842.683 $ | +141.461 $ | +0,8 % | |||||||||
| Avior Wealth Management, LLC | 17.856.549 $ | -979.836 $ | -5,2 % | 18.836.385 $ | +3.559.670 $ | +23,3 % | 15.276.715 $ | +3.945.484 $ | +34,8 % | 11.331.231 $ | +214.346 $ | +1,9 % |
| Clear Trail Advisors, LLC | 17.533.484 $ | -1.195.407 $ | -6,4 % | 18.728.891 $ | +4.471.317 $ | +31,4 % | 14.257.574 $ | |||||
| Campbell Deegan Wealth Management, LLC | 18.719.771 $ | +1.787.633 $ | +10,6 % | 16.932.138 $ | +71.324 $ | +0,4 % | 16.860.814 $ | +1.840.338 $ | +12,3 % | |||
| KINTRA WEALTH, LLC | 5.293.935 $ | -13.292.383 $ | -71,5 % | 18.586.318 $ | +100.988 $ | +0,5 % | 18.485.330 $ | +17.999.419 $ | +3.704,3 % | |||
| DAYMARK WEALTH PARTNERS, LLC | 18.176.690 $ | +4.457.460 $ | +32,5 % | 13.719.230 $ | +619.674 $ | +4,7 % | 13.099.556 $ | -19.488.635 $ | -59,8 % | |||
| Lido Advisors, LLC | 11.453.501 $ | -360.905 $ | -3,1 % | 11.814.406 $ | -6.231.768 $ | -34,5 % | 18.046.174 $ | -26.561 $ | -0,1 % | |||
| Aspen Wealth Management LLC | 11.706.818 $ | -3.699.730 $ | -24,0 % | 15.406.548 $ | +3.799.315 $ | +32,7 % | 11.607.233 $ | -6.366.635 $ | -35,4 % | 17.973.868 $ | +1.773.659 $ | +10,9 % |
| Certified Advisory Corp | 17.907.939 $ | +830.084 $ | +4,9 % | 17.077.855 $ | +1.194.461 $ | +7,5 % | 15.883.394 $ | +852.995 $ | +5,7 % | |||
| Leo Wealth, LLC | 16.616.051 $ | -1.278.208 $ | -7,1 % | 17.894.259 $ | ||||||||
| SIGNATUREFD, LLC | 13.329.858 $ | +46.381 $ | +0,3 % | 13.283.477 $ | -4.545.774 $ | -25,5 % | 17.829.251 $ | +52.782 $ | +0,3 % | |||
| Carr Financial Group Corp | 17.825.468 $ | +1.864.937 $ | +11,7 % | 15.960.531 $ | +1.589.614 $ | +11,1 % | 14.370.917 $ | +783.099 $ | +5,8 % | |||
| Retirement Management Systems Inc. | 17.821.628 $ | +3.450.372 $ | +24,0 % | 14.371.256 $ | +4.958.368 $ | +52,7 % | 9.412.888 $ | |||||
| KMG FIDUCIARY PARTNERS, LLC | 15.467.542 $ | -2.237.512 $ | -12,6 % | 17.705.054 $ | +672.284 $ | +3,9 % | 17.032.770 $ | +136.490 $ | +0,8 % | 16.896.280 $ | +1.310.327 $ | +8,4 % |
| Peak Financial Management, Inc. | 17.311.066 $ | +21.229 $ | +0,1 % | 17.289.837 $ | +835.770 $ | +5,1 % | 16.454.067 $ | +1.254.041 $ | +8,3 % | 15.200.026 $ | +435.134 $ | +2,9 % |
| CreativeOne Wealth, LLC | 10.187.330 $ | -5.207.441 $ | -33,8 % | 15.394.771 $ | -1.798.715 $ | -10,5 % | 17.193.486 $ | +825.230 $ | +5,0 % | |||
| Allegheny Financial Group | 17.094.385 $ | +6.412.080 $ | +60,0 % | 10.682.305 $ | +4.623.049 $ | +76,3 % | 6.059.256 $ | +3.468.834 $ | +133,9 % | |||
| CFO4Life Group, LLC | 16.814.211 $ | +534.421 $ | +3,3 % | 16.279.790 $ | -41.693 $ | -0,3 % | 16.321.483 $ | -341.929 $ | -2,1 % | |||
| PW ADVISORS, LLC \ FL | 16.709.098 $ | +1.844.587 $ | +12,4 % | 14.864.511 $ | +1.223.167 $ | +9,0 % | 13.641.344 $ | |||||
| HUB Investment Partners, LLC | 16.663.318 $ | +1.320.536 $ | +8,6 % | 15.342.782 $ | +8.265.118 $ | +116,8 % | 7.077.664 $ | -8.564.305 $ | -54,8 % | |||
| Capital Advisors Wealth Management, LLC | 4.265.213 $ | -1.364.107 $ | -24,2 % | 5.629.320 $ | +449.130 $ | +8,7 % | 5.180.190 $ | -11.339.121 $ | -68,6 % | 16.519.311 $ | +1.916.342 $ | +13,1 % |
| Wealth Alliance Advisory Group, LLC | 15.012.452 $ | -1.395.086 $ | -8,5 % | 16.407.538 $ | +565.238 $ | +3,6 % | 15.842.300 $ | +5.324.266 $ | +50,6 % | 10.518.034 $ | +576.234 $ | +5,8 % |
| B & T Capital Management DBA Alpha Capital Management | 16.347.754 $ | +2.346.151 $ | +16,8 % | 14.001.603 $ | +634.447 $ | +4,7 % | 13.367.156 $ | +549.475 $ | +4,3 % | |||
| PATTEN & PATTEN INC/TN | 13.594.258 $ | +47.575 $ | +0,4 % | 13.546.683 $ | -2.666.954 $ | -16,4 % | 16.213.637 $ | -181.833 $ | -1,1 % | |||
| BlueStem Wealth Partners, LLC | 13.036.291 $ | -3.149.597 $ | -19,5 % | 16.185.888 $ | +2.693.057 $ | +20,0 % | 13.492.831 $ | +259.053 $ | +2,0 % | |||
| Fiduciary Alliance LLC | 16.165.969 $ | +51.757 $ | +0,3 % | 16.114.212 $ | +718.568 $ | +4,7 % | 15.395.644 $ | +1.715.378 $ | +12,5 % | 13.680.266 $ | +1.556.877 $ | +12,8 % |
| Harbor Group, Inc. | 14.983.576 $ | -883.028 $ | -5,6 % | 15.866.604 $ | +415.873 $ | +2,7 % | 15.450.731 $ | +7.972.549 $ | +106,6 % | 7.478.182 $ | +5.813.864 $ | +349,3 % |
| Chesley Taft & Associates LLC | 15.763.159 $ | -51.434 $ | -0,3 % | 15.814.593 $ | +1.782.300 $ | +12,7 % | 14.032.293 $ | +1.246.602 $ | +9,7 % | 12.785.691 $ | +3.987.004 $ | +45,3 % |
| Gradient Investments LLC | 261.842 $ | -15.272.378 $ | -98,3 % | 15.534.220 $ | -36.571.020 $ | -70,2 % | ||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 15.282.778 $ | +1.951.132 $ | +14,6 % | 13.331.646 $ | +231.224 $ | +1,8 % | 13.100.422 $ | +995.813 $ | +8,2 % | |||
| Magnus Financial Group LLC | 15.249.166 $ | +575.518 $ | +3,9 % | 14.673.648 $ | +826.227 $ | +6,0 % | 13.847.421 $ | +274.911 $ | +2,0 % | 13.572.510 $ | +551.168 $ | +4,2 % |
| Retirement Planning Group, LLC | 14.227.312 $ | -1.011.457 $ | -6,6 % | 15.238.769 $ | +9.291.805 $ | +156,2 % | 5.946.964 $ | +1.772.615 $ | +42,5 % | 4.174.349 $ | +779.118 $ | +22,9 % |
| Nicht ausgewiesen | 14.338.411 $ | -829.541 $ | -5,5 % | 15.167.952 $ | -21.815 $ | -0,1 % | 15.189.767 $ | +1.704.997 $ | +12,6 % | |||
| Bond & Devick Financial Network, Inc. | 14.907.354 $ | +2.851.677 $ | +23,7 % | 12.055.677 $ | +226.762 $ | +1,9 % | 11.828.915 $ | +845.449 $ | +7,7 % | |||
| ADE, LLC | 14.809.454 $ | +536.362 $ | +3,8 % | 14.273.092 $ | ||||||||
| Philip James Wealth Mangement, LLC | 9.962.549 $ | -28.071 $ | -0,3 % | 9.990.620 $ | -4.807.004 $ | -32,5 % | 14.797.624 $ | +587.076 $ | +4,1 % | |||
| Per Stirling Capital Management, LLC. | 14.593.067 $ | +186.175 $ | +1,3 % | 14.406.892 $ | +1.780.039 $ | +14,1 % | 12.626.853 $ | +4.824.494 $ | +61,8 % | |||
| Capital Analysts, LLC | 14.504.000 $ | +2.987.000 $ | +25,9 % | 11.517.000 $ | +1.140.000 $ | +11,0 % | 10.377.000 $ | +4.486.000 $ | +76,2 % | |||
| NATIXIS ADVISORS, LLC | 14.306.000 $ | +7.369.000 $ | +106,2 % | 6.937.000 $ | +1.820.000 $ | +35,6 % | 5.117.000 $ | +2.667.000 $ | +108,9 % | |||
| Hartford Financial Management Inc. | 13.027.403 $ | -1.193.803 $ | -8,4 % | 14.221.206 $ | +622.616 $ | +4,6 % | 13.598.590 $ | +3.408.192 $ | +33,4 % | |||
| RiverFront Investment Group, LLC | 14.154.589 $ | +1.303.420 $ | +10,1 % | 12.851.169 $ | +1.093.348 $ | +9,3 % | 11.757.821 $ | +1.696.887 $ | +16,9 % | |||
| Financial Connections Group, Inc. | 14.151.000 $ | +3.176.000 $ | +28,9 % | 10.975.000 $ | +8.096.000 $ | +281,2 % | ||||||
| Vise Technologies, Inc. | 13.998.449 $ | +10.313.370 $ | +279,9 % | 3.685.079 $ | +0 $ | +0,0 % | 3.685.079 $ | +2.603.942 $ | +240,9 % | |||
| Tradition Wealth Management, LLC | 13.997.309 $ | +2.250.508 $ | +19,2 % | 11.746.801 $ | +3.204.461 $ | +37,5 % | 8.542.340 $ | +712.876 $ | +9,1 % | |||
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 13.883.172 $ | +2.144.032 $ | +18,3 % | 11.739.140 $ | +700.565 $ | +6,3 % | 11.038.575 $ | +1.182.289 $ | +12,0 % | |||
| Aspire Capital Advisors LLC | 13.876.952 $ | +977.894 $ | +7,6 % | 12.899.058 $ | -36.029 $ | -0,3 % | 12.935.087 $ | +833.884 $ | +6,9 % | |||
| Baird Financial Group, Inc. | 13.875.159 $ | +955.162 $ | +7,4 % | 12.919.997 $ | +145.669 $ | +1,1 % | 12.774.328 $ | +525.433 $ | +4,3 % | |||
| Resonant Capital Advisors, LLC | 13.702.372 $ | +9.739.986 $ | +245,8 % | 3.962.386 $ | +52.018 $ | +1,3 % | 3.910.368 $ | -159.130 $ | -3,9 % | 4.069.498 $ | +83.428 $ | +2,1 % |
| PARK AVENUE SECURITIES LLC | 11.728.000 $ | -1.767.000 $ | -13,1 % | 13.495.000 $ | +9.597.000 $ | +246,2 % | 3.898.000 $ | -6.663.000 $ | -63,1 % | |||
| CONDOR CAPITAL MANAGEMENT | 13.449.226 $ | +339.032 $ | +2,6 % | 13.110.194 $ | +97.920 $ | +0,8 % | 13.012.274 $ | -199.501 $ | -1,5 % | |||
| Bleakley Financial Group, LLC | 13.168.992 $ | +3.916.644 $ | +42,3 % | 9.252.348 $ | -219.565 $ | -2,3 % | 9.471.913 $ | +2.404.579 $ | +34,0 % | |||
| KEYVANTAGE WEALTH, LLC | 13.017.981 $ | +5.993.886 $ | +85,3 % | 7.024.095 $ | -50.955 $ | -0,7 % | 7.075.050 $ | +703.263 $ | +11,0 % | |||
| Allworth Financial LP | 509.118 $ | -12.474.971 $ | -96,1 % | 12.984.089 $ | +2.057.733 $ | +18,8 % | 10.926.356 $ | +10.683.883 $ | +4.406,2 % | |||
| IFP Advisors, Inc | 12.811.046 $ | +5.811.011 $ | +83,0 % | 7.000.035 $ | +2.900.397 $ | +70,7 % | 4.099.638 $ | +139.301 $ | +3,5 % | 3.960.337 $ | +294.292 $ | +8,0 % |
| AXXCESS WEALTH MANAGEMENT, LLC | 10.538.020 $ | -2.258.889 $ | -17,7 % | 12.796.909 $ | +11.743.895 $ | +1.115,3 % | 1.053.014 $ | -8.885.811 $ | -89,4 % | 9.938.825 $ | +3.131.198 $ | +46,0 % |
| PEAPACK GLADSTONE FINANCIAL CORP | 12.723.000 $ | +2.174.000 $ | +20,6 % | 10.549.000 $ | +3.317.000 $ | +45,9 % | 7.232.000 $ | +1.739.000 $ | +31,7 % | |||
| Financial Management Professionals, Inc. | 12.645.624 $ | +1.377.018 $ | +12,2 % | 11.268.606 $ | +542.415 $ | +5,1 % | 10.726.191 $ | +720.073 $ | +7,2 % | |||
| Bluespring Wealth Management, LLC | 12.561.703 $ | |||||||||||
| Ignite Planners, LLC | 12.458.294 $ | +4.050.976 $ | +48,2 % | 8.407.318 $ | +285.416 $ | +3,5 % | 8.121.902 $ | +86.860 $ | +1,1 % | 8.035.042 $ | +251.825 $ | +3,2 % |
| Capital Planning Advisors, LLC | 12.325.427 $ | -127.939 $ | -1,0 % | 12.453.366 $ | +124.101 $ | +1,0 % | ||||||
| Crewe Advisors LLC | 12.418.523 $ | +935.753 $ | +8,1 % | 11.482.770 $ | +1.435.663 $ | +14,3 % | 10.047.107 $ | +1.041.298 $ | +11,6 % | |||
| Perigon Wealth Management, LLC | 12.357.964 $ | -11.635 $ | -0,1 % | 12.369.599 $ | +370.355 $ | +3,1 % | 11.999.244 $ | |||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.355.426 $ | +8.158.877 $ | +194,4 % | 4.196.549 $ | -2.212.576 $ | -34,5 % | 6.409.125 $ | -21.750.307 $ | -77,2 % | |||
| Leverty Financial Group, LLC | 5.596.512 $ | -5.764.790 $ | -50,7 % | 11.361.302 $ | -841.501 $ | -6,9 % | 12.202.803 $ | +690.779 $ | +6,0 % | 11.512.024 $ | -620.692 $ | -5,1 % |
| GOLDMAN SACHS GROUP INC | 3.478.166 $ | -8.647.278 $ | -71,3 % | 12.125.444 $ | +11.134.856 $ | +1.124,1 % | 990.588 $ | -30.316.500 $ | -96,8 % | |||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 10.398.604 $ | -1.511.825 $ | -12,7 % | 11.910.429 $ | +1.027.192 $ | +9,4 % | 10.883.237 $ | -1.209.480 $ | -10,0 % | 12.092.717 $ | +190.643 $ | +1,6 % |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 12.009.270 $ | +29.124 $ | +0,2 % | 11.980.146 $ | +11.915.354 $ | +18.390,2 % | 64.792 $ | |||||
| Archford Capital Strategies, LLC | 11.916.265 $ | +1.248.185 $ | +11,7 % | 10.668.080 $ | +1.410.748 $ | +15,2 % | 9.257.332 $ | +8.283.634 $ | +850,7 % | 973.698 $ | -153.337 $ | -13,6 % |
| Wick Capital Partners, LLC | 11.867.048 $ | +643.110 $ | +5,7 % | 11.223.938 $ | -326.778 $ | -2,8 % | 11.550.716 $ | +11.071.471 $ | +2.310,2 % | |||
| AIRE ADVISORS, LLC | 11.864.050 $ | +1.003.607 $ | +9,2 % | 10.860.443 $ | +1.505.167 $ | +16,1 % | 9.355.276 $ | -91.649 $ | -1,0 % | 9.446.925 $ | +353.956 $ | +3,9 % |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 11.774.100 $ | +8.400.780 $ | +249,0 % | 3.373.320 $ | +33.438 $ | +1,0 % | 3.339.882 $ | +1.098.793 $ | +49,0 % | 2.241.089 $ | +64.216 $ | +2,9 % |
| Owl Creek Wealth Partners LLC | 7.712.857 $ | -4.044.038 $ | -34,4 % | 11.756.895 $ | +1.094.523 $ | +10,3 % | 10.662.372 $ | |||||
| Legacy Financial Advisors, Inc. | 11.689.692 $ | +405.948 $ | +3,6 % | 11.283.744 $ | -126.700 $ | -1,1 % | 11.410.444 $ | -5.041 $ | -0,0 % | |||
| Focus Advisor Solutions, LLC | 11.528.088 $ | +2.727.415 $ | +31,0 % | 8.800.673 $ | +6.356.768 $ | +260,1 % | 2.443.905 $ | -4.558.341 $ | -65,1 % | |||
| SouthState Bank Corp | 11.513.234 $ | +682.983 $ | +6,3 % | 10.830.251 $ | +243.208 $ | +2,3 % | 10.587.043 $ | -440.891 $ | -4,0 % | |||
| Stadion Money Management, LLC | 11.438.665 $ | +11.427.270 $ | +100.283,2 % | 11.395 $ | -11.369.649 $ | -99,9 % | 11.381.044 $ | |||||
| RENAISSANCE TECHNOLOGIES LLC | 11.391.651 $ | +9.666.609 $ | +560,4 % | 1.725.042 $ | -3.398.375 $ | -66,3 % | 5.123.417 $ | -3.012.527 $ | -37,0 % | |||
| Sequoia Financial Advisors, LLC | 7.768.913 $ | -3.588.957 $ | -31,6 % | 11.357.870 $ | +495.287 $ | +4,6 % | 10.862.583 $ | -476.951 $ | -4,2 % | |||
| Cornerstone Wealth Management, LLC | 11.231.679 $ | +567.270 $ | +5,3 % | 10.664.409 $ | +113.704 $ | +1,1 % | 10.550.705 $ | +377.181 $ | +3,7 % | |||
| Dodds Wealth, LLC | 11.165.489 $ | +1.057.201 $ | +10,5 % | 10.108.288 $ | +3.464.558 $ | +52,1 % | 6.643.730 $ | |||||
| Concurrent Investment Advisors, LLC | 9.752.097 $ | -1.399.878 $ | -12,6 % | 11.151.975 $ | +1.563.501 $ | +16,3 % | 9.588.474 $ | +4.014.188 $ | +72,0 % | 5.574.286 $ | +1.039.666 $ | +22,9 % |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 9.575.100 $ | -654.009 $ | -6,4 % | 10.229.109 $ | -820.227 $ | -7,4 % | 11.049.336 $ | -325.199 $ | -2,9 % | |||
| WealthPLAN Partners, LLC | 8.321.293 $ | -2.645.139 $ | -24,1 % | 10.966.432 $ | +1.890.344 $ | +20,8 % | 9.076.088 $ | +873.234 $ | +10,6 % | 8.202.854 $ | +670.673 $ | +8,9 % |
| ACIMA PRIVATE WEALTH, LLC | 10.424.118 $ | -513.356 $ | -4,7 % | 10.937.474 $ | +415.276 $ | +3,9 % | 10.522.198 $ | -203.206 $ | -1,9 % | 10.725.404 $ | -1.621.720 $ | -13,1 % |
| Macco Financial Group, Inc. | 10.843.335 $ | +3.708.048 $ | +52,0 % | 7.135.287 $ | -1.251.539 $ | -14,9 % | 8.386.826 $ | |||||
| ORRSTOWN FINANCIAL SERVICES INC | 10.809.680 $ | +250.440 $ | +2,4 % | 10.559.240 $ | +1.147.214 $ | +12,2 % | 9.412.026 $ | +1.483.340 $ | +18,7 % | 7.928.686 $ | +408.251 $ | +5,4 % |
| Privatperson | 6.902.966 $ | -3.778.907 $ | -35,4 % | 10.681.873 $ | +1.405.529 $ | +15,2 % | 9.276.344 $ | +1.080.547 $ | +13,2 % | 8.195.797 $ | +2.503.235 $ | +44,0 % |
| Choice Wealth Advisors LLC | 2.746.783 $ | -189.070 $ | -6,4 % | 2.935.853 $ | +63.451 $ | +2,2 % | 2.872.402 $ | -7.734.324 $ | -72,9 % | 10.606.726 $ | +12.532 $ | +0,1 % |
| LIFELONG WEALTH ADVISORS, INC. | 10.456.655 $ | +334.881 $ | +3,3 % | 10.121.774 $ | +679.263 $ | +7,2 % | 9.442.511 $ | -39.176 $ | -0,4 % | 9.481.687 $ | -293.078 $ | -3,0 % |
| Keudell/Morrison Wealth Management | 887.029 $ | -9.476.750 $ | -91,4 % | 10.363.779 $ | +419.694 $ | +4,2 % | 9.944.085 $ | +1.228.940 $ | +14,1 % | 8.715.145 $ | ||
| Farther Finance Advisors, LLC | 10.327.000 $ | +6.444.866 $ | +166,0 % | 3.882.134 $ | -3.874.479 $ | -50,0 % | 7.756.613 $ | +4.474.238 $ | +136,3 % | 3.282.375 $ | +591.632 $ | +22,0 % |
| FOUNDERS FINANCIAL SECURITIES LLC | 10.228.867 $ | +617.163 $ | +6,4 % | 9.611.704 $ | +1.532.764 $ | +19,0 % | 8.078.940 $ | +1.022.124 $ | +14,5 % | |||
| Curtis Advisory Group, LLC | 10.222.962 $ | +654.293 $ | +6,8 % | 9.568.669 $ | -256.328 $ | -2,6 % | 9.824.997 $ | +385.892 $ | +4,1 % | |||
| WESBANCO BANK INC | 9.974.854 $ | -241.019 $ | -2,4 % | 10.215.873 $ | +771.578 $ | +8,2 % | 9.444.295 $ | -783.282 $ | -7,7 % | |||
| KWB Wealth | 10.203.943 $ | +9.798.187 $ | +2.414,8 % | 405.756 $ | +8.950 $ | +2,3 % | 396.806 $ | -10.932 $ | -2,7 % | 407.738 $ | -6.568.860 $ | -94,2 % |
| SIMON QUICK ADVISORS, LLC | 10.195.383 $ | +225.077 $ | +2,3 % | 9.970.306 $ | +2.924.293 $ | +41,5 % | 7.046.013 $ | |||||
| Onyx Bridge Wealth Group LLC | 10.167.727 $ | +8.428.262 $ | +484,5 % | 1.739.465 $ | -3.751.880 $ | -68,3 % | ||||||
| Sprinkle Financial Consultants LLC | 10.030.890 $ | +1.898.873 $ | +23,4 % | 8.132.017 $ | +1.639.755 $ | +25,3 % | 6.492.262 $ | +1.684.170 $ | +35,0 % | 4.808.092 $ | +1.175.234 $ | +32,4 % |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 10.019.690 $ | +6.229.529 $ | +164,4 % | 3.790.161 $ | +2.566.591 $ | +209,8 % | 1.223.570 $ | +341.132 $ | +38,7 % | |||
| Cerity Partners LLC | 6.038.449 $ | -3.514.325 $ | -36,8 % | 9.552.774 $ | +6.598.127 $ | +223,3 % | 2.954.647 $ | +296.730 $ | +11,2 % | |||
| Oakwell Private Wealth Management, LLC | 9.514.023 $ | +793.068 $ | +9,1 % | 8.720.955 $ | +210.543 $ | +2,5 % | 8.510.412 $ | +383.934 $ | +4,7 % | |||
| Cadent Capital Advisors, LLC | 9.428.984 $ | +1.007.961 $ | +12,0 % | 8.421.023 $ | +759.178 $ | +9,9 % | 7.661.845 $ | +6.508.193 $ | +564,1 % | 1.153.652 $ | ||
| Scarborough Advisors, LLC | 9.307.622 $ | +2.629.359 $ | +39,4 % | 6.678.263 $ | +268.266 $ | +4,2 % | 6.409.997 $ | +222.217 $ | +3,6 % | |||
| AVAII WEALTH MANAGEMENT, LLC | 1.255.441 $ | +2.898 $ | +0,2 % | 1.252.543 $ | -7.602.751 $ | -85,9 % | 8.855.294 $ | -232.989 $ | -2,6 % | 9.088.283 $ | -414.044 $ | -4,4 % |
| Crusonia Wealth Advisors LLC | 8.933.673 $ | +910.866 $ | +11,4 % | 8.022.807 $ | +59.306 $ | +0,7 % | 7.963.501 $ | |||||
| OLD MISSION CAPITAL LLC | 1.894.002 $ | -6.970.183 $ | -78,6 % | 8.864.185 $ | +5.902.073 $ | +199,3 % | 2.962.112 $ | -3.060.552 $ | -50,8 % | |||
| Lakeridge Wealth Management LLC | 8.849.031 $ | +1.242.517 $ | +16,3 % | 7.606.514 $ | +408.754 $ | +5,7 % | 7.197.760 $ | +1.058.087 $ | +17,2 % | |||
| Merit Financial Group, LLC | 8.738.624 $ | +86.139 $ | +1,0 % | 8.652.485 $ | -153.217 $ | -1,7 % | 8.805.702 $ | +3.799.837 $ | +75,9 % | |||
| Alaska Permanent Capital Management, LLC | 8.684.647 $ | +862.290 $ | +11,0 % | 7.822.357 $ | +418.793 $ | +5,7 % | 7.403.564 $ | -176.536 $ | -2,3 % | |||
| Tidemark, LLC | 2.097.094 $ | -6.571.173 $ | -75,8 % | 8.668.267 $ | +779.407 $ | +9,9 % | 7.888.860 $ | +607.491 $ | +8,3 % | |||
| BAKER TILLY WEALTH MANAGEMENT, LLC | 8.216.998 $ | -405.412 $ | -4,7 % | 8.622.410 $ | +1.091.289 $ | +14,5 % | 7.531.121 $ | -179.220 $ | -2,3 % | 7.710.341 $ | +1.045.135 $ | +15,7 % |
| Econ Financial Services Corp | 8.499.431 $ | +2.405.494 $ | +39,5 % | 6.093.937 $ | +398.145 $ | +7,0 % | 5.695.792 $ | +186.373 $ | +3,4 % | 5.509.419 $ | ||
| BLUEDOOR PRIVATE WEALTH, LLC | 7.005.708 $ | -1.462.983 $ | -17,3 % | 8.468.691 $ | +463.894 $ | +5,8 % | 8.004.797 $ | |||||
| Plan Group Financial, LLC | 8.462.498 $ | +740.486 $ | +9,6 % | 7.722.012 $ | +2.636.763 $ | +51,9 % | 5.085.249 $ | +1.999.028 $ | +64,8 % | 3.086.221 $ | +705.053 $ | +29,6 % |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 4.424.054 $ | -1.334.787 $ | -23,2 % | 5.758.841 $ | -2.674.285 $ | -31,7 % | 8.433.126 $ | +399.313 $ | +5,0 % | |||
| Broadway Wealth Solutions, Inc. | 8.426.890 $ | +418.818 $ | +5,2 % | 8.008.072 $ | +704.471 $ | +9,6 % | 7.303.601 $ | +420.113 $ | +6,1 % | 6.883.488 $ | +338.644 $ | +5,2 % |
| Summit Financial Strategies, Inc. | 8.367.181 $ | +218.108 $ | +2,7 % | 8.149.073 $ | +276.198 $ | +3,5 % | 7.872.875 $ | +1.204.703 $ | +18,1 % | 6.668.172 $ | +619.292 $ | +10,2 % |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | 8.301.324 $ | +662.609 $ | +8,7 % | 7.638.715 $ | -60.588 $ | -0,8 % | 7.699.303 $ | +563.473 $ | +7,9 % | |||
| Marmo Financial Group, LLC | 8.029.592 $ | -262.571 $ | -3,2 % | 8.292.163 $ | -66.592 $ | -0,8 % | ||||||
| FLAGSHIP HARBOR ADVISORS, LLC | 788.714 $ | -106.507 $ | -11,9 % | 895.221 $ | -7.272.031 $ | -89,0 % | 8.167.252 $ | -473.313 $ | -5,5 % | |||
| 21 West Wealth Management LLC | 211.731 $ | -7.874.377 $ | -97,4 % | 8.086.108 $ | +418.842 $ | +5,5 % | 7.667.266 $ | +102.214 $ | +1,4 % | 7.565.052 $ | +534.026 $ | +7,6 % |
| USAdvisors Wealth Management, LLC | 4.088.000 $ | -3.000 $ | -0,1 % | 4.091.000 $ | -3.942.000 $ | -49,1 % | 8.033.000 $ | +187.000 $ | +2,4 % | 7.846.000 $ | -2.849.000 $ | -26,6 % |
| AdvisorNet Financial, Inc | 3.383.796 $ | -4.647.792 $ | -57,9 % | 8.031.588 $ | +303.120 $ | +3,9 % | 7.728.468 $ | +1.255.029 $ | +19,4 % | 6.473.439 $ | +3.000.746 $ | +86,4 % |
| LWM Advisory Services, LLC | 583.342 $ | -3.683.482 $ | -86,3 % | 4.266.824 $ | -3.750.568 $ | -46,8 % | 8.017.392 $ | +1.412.030 $ | +21,4 % | |||
| POWER WEALTH MANAGEMENT LLC | 6.938.013 $ | +140.639 $ | +2,1 % | 6.797.374 $ | -1.203.939 $ | -15,0 % | 8.001.313 $ | +411.175 $ | +5,4 % | |||
| FOSTER & MOTLEY INC | 8.001.000 $ | +4.371.000 $ | +120,4 % | 3.630.000 $ | ||||||||
| BENJAMIN EDWARDS INC | 8.000.339 $ | +1.226.923 $ | +18,1 % | 6.773.416 $ | +3.000.590 $ | +79,5 % | 3.772.826 $ | +235.753 $ | +6,7 % | |||
| Tower Research Capital LLC (TRC) | 304.846 $ | -2.008.641 $ | -86,8 % | 2.313.487 $ | -5.676.471 $ | -71,0 % | 7.989.958 $ | +7.478.078 $ | +1.460,9 % | |||
| Mutual Advisors, LLC | 6.967.169 $ | +137.708 $ | +2,0 % | 6.829.461 $ | -1.143.930 $ | -14,3 % | 7.973.391 $ | +233.699 $ | +3,0 % | |||
| CAHILL FINANCIAL ADVISORS INC | 7.892.426 $ | -78.352 $ | -1,0 % | 7.970.778 $ | +913.405 $ | +12,9 % | 7.057.373 $ | +1.735.524 $ | +32,6 % | |||
| Commonwealth Financial Services, LLC | 6.848.801 $ | -1.077.874 $ | -13,6 % | 7.926.675 $ | +7.203.273 $ | +995,7 % | 723.402 $ | +12.182 $ | +1,7 % | 711.220 $ | +17.762 $ | +2,6 % |
| PRINCIPAL SECURITIES, INC. | 7.901.986 $ | +1.967.465 $ | +33,2 % | 5.934.521 $ | -776.181 $ | -11,6 % | 6.710.702 $ | -299.978 $ | -4,3 % | |||
| Summit Wealth Partners, LLC | 7.797.639 $ | +239.974 $ | +3,2 % | 7.557.665 $ | -240.085 $ | -3,1 % | 7.797.750 $ | +287.352 $ | +3,8 % | |||
| Capital Developers, LLC | 7.776.754 $ | +283.190 $ | +3,8 % | 7.493.564 $ | ||||||||
| Cedar Mountain Advisors, LLC | 7.769.074 $ | +2.342.094 $ | +43,2 % | 5.426.980 $ | +195.151 $ | +3,7 % | 5.231.829 $ | -3.350 $ | -0,1 % | 5.235.179 $ | +64.085 $ | +1,2 % |
| Boulder Wealth Advisors, LLC | 6.617.215 $ | +111.066 $ | +1,7 % | 6.506.149 $ | -1.238.784 $ | -16,0 % | 7.744.933 $ | -1.620.078 $ | -17,3 % | |||
| Fragasso Financial Advisors Inc | 7.735.833 $ | |||||||||||
| Sanctuary Advisors, LLC | 7.729.169 $ | +3.684.851 $ | +91,1 % | 4.044.318 $ | -19.820 $ | -0,5 % | 4.064.138 $ | +172.459 $ | +4,4 % | |||
| CVA Family Office, LLC | 7.714.362 $ | +485.047 $ | +6,7 % | 7.229.315 $ | +991.996 $ | +15,9 % | 6.237.319 $ | +394.507 $ | +6,8 % | |||
| Valmark Advisers, Inc. | 7.707.605 $ | +1.119.912 $ | +17,0 % | 6.587.693 $ | +4.640.648 $ | +238,3 % | 1.947.045 $ | +104.666 $ | +5,7 % | |||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 979.181 $ | -61.577 $ | -5,9 % | 1.040.758 $ | +535.422 $ | +106,0 % | 505.336 $ | -7.197.355 $ | -93,4 % | 7.702.691 $ | +453.501 $ | +6,3 % |
| Jacobi Capital Management LLC | 7.695.080 $ | +699.762 $ | +10,0 % | 6.995.318 $ | +1.744.169 $ | +33,2 % | 5.251.149 $ | +657.040 $ | +14,3 % | |||
| Smallwood Wealth Investment Management, LLC | 7.685.093 $ | +1.588.934 $ | +26,1 % | 6.096.159 $ | +200.334 $ | +3,4 % | 5.895.825 $ | +690.275 $ | +13,3 % | |||
| Oak Wealth Advisors LLC | 7.659.246 $ | +414.079 $ | +5,7 % | 7.245.167 $ | +190.126 $ | +2,7 % | 7.055.041 $ | +104.885 $ | +1,5 % | |||
| Mach-1 Financial Group, LLC | 7.616.513 $ | +212.353 $ | +2,9 % | 7.404.160 $ | +77.534 $ | +1,1 % | 7.326.626 $ | |||||
| MONECO ADVISORS, LLC | 6.378.484 $ | -274.190 $ | -4,1 % | 6.652.674 $ | -919.952 $ | -12,1 % | 7.572.626 $ | +567.668 $ | +8,1 % | |||
| FLOW TRADERS U.S. LLC | 688.000 $ | -6.878.000 $ | -90,9 % | 7.566.000 $ | -4.315.000 $ | -36,3 % | ||||||
| Envestnet Portfolio Solutions, Inc. | 4.545.125 $ | -2.921.846 $ | -39,1 % | 7.466.971 $ | +832.025 $ | +12,5 % | 6.634.946 $ | -1.649.660 $ | -19,9 % | |||
| Windsor Capital Management, LLC | 7.344.421 $ | -98.562 $ | -1,3 % | 7.442.983 $ | +193.435 $ | +2,7 % | 7.249.548 $ | +37.098 $ | +0,5 % | 7.212.450 $ | -81.701 $ | -1,1 % |
| Compass Financial Services Inc | 7.417.642 $ | +1.178.346 $ | +18,9 % | 6.239.296 $ | +4.107.092 $ | +192,6 % | 2.132.204 $ | +147.578 $ | +7,4 % | |||
| AssuredPartners Investment Advisors, LLC | 7.407.837 $ | +518.740 $ | +7,5 % | 6.889.097 $ | +2.437 $ | +0,0 % | 6.886.660 $ | +5.872.800 $ | +579,3 % | |||
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7.373.438 $ | +2.568.340 $ | +53,5 % | 4.805.098 $ | +895.866 $ | +22,9 % | 3.909.232 $ | +3.327.332 $ | +571,8 % | |||
| Planned Solutions, Inc. | 393.341 $ | -6.809.808 $ | -94,5 % | 7.203.149 $ | +180.463 $ | +2,6 % | 7.022.686 $ | -274.849 $ | -3,8 % | 7.297.535 $ | +179.320 $ | +2,5 % |
| PATTON ALBERTSON MILLER GROUP, LLC | 7.267.392 $ | +6.631.529 $ | +1.042,9 % | 635.863 $ | ||||||||
| Sonoma Allocations LLC | 7.253.275 $ | +465.718 $ | +6,9 % | 6.787.557 $ | -183.279 $ | -2,6 % | 6.970.836 $ | +793.772 $ | +12,9 % | |||
| RETIREMENT INCOME SOLUTIONS, INC | 6.975.155 $ | -97.730 $ | -1,4 % | 7.072.885 $ | -116.649 $ | -1,6 % | 7.189.534 $ | +552.931 $ | +8,3 % | |||
| Total Clarity Wealth Management, Inc. | 7.168.161 $ | +2.647.792 $ | +58,6 % | 4.520.369 $ | +1.460.915 $ | +47,8 % | 3.059.454 $ | +696.953 $ | +29,5 % | |||
| Family Investment Center, Inc. | 7.052.282 $ | +5.550.463 $ | +369,6 % | 1.501.819 $ | +856.798 $ | +132,8 % | 645.021 $ | +52.952 $ | +8,9 % | 592.069 $ | +1.419 $ | +0,2 % |
| Legacy Private Trust Co. | 6.654.869 $ | -393.268 $ | -5,6 % | 7.048.137 $ | +820.032 $ | +13,2 % | 6.228.105 $ | +331.863 $ | +5,6 % | 5.896.242 $ | +244.376 $ | +4,3 % |
| Stewardship Advisors, LLC | 6.610.869 $ | -396.381 $ | -5,7 % | 7.007.250 $ | +1.040.482 $ | +17,4 % | 5.966.768 $ | -864.208 $ | -12,7 % | 6.830.976 $ | +2.101.699 $ | +44,4 % |
| Manske Wealth Management | 7.002.148 $ | +1.306.705 $ | +22,9 % | 5.695.443 $ | +271.077 $ | +5,0 % | 5.424.366 $ | +64.789 $ | +1,2 % | |||
| Brio Consultants, LLC | 6.962.783 $ | +280.291 $ | +4,2 % | 6.682.492 $ | +8.260 $ | +0,1 % | 6.674.232 $ | +263.634 $ | +4,1 % | |||
| Kingsview Wealth Management, LLC | 6.959.331 $ | +2.996.277 $ | +75,6 % | 3.963.054 $ | +2.861.894 $ | +259,9 % | 1.101.160 $ | +59.812 $ | +5,7 % | |||
| Newman Dignan & Sheerar, Inc. | 5.496.427 $ | -1.443.364 $ | -20,8 % | 6.939.791 $ | +399.423 $ | +6,1 % | 6.540.368 $ | +326.850 $ | +5,3 % | 6.213.518 $ | +313.331 $ | +5,3 % |
| ALM First Financial Advisors, LLC | 6.869.944 $ | |||||||||||
| Private Wealth Management Group, LLC | 6.796.661 $ | +1.708.568 $ | +33,6 % | 5.088.093 $ | +181.574 $ | +3,7 % | 4.906.519 $ | +189.011 $ | +4,0 % | 4.717.508 $ | +312.536 $ | +7,1 % |
| McLaughlin Asset Management, Inc. | 6.714.622 $ | +2.729.097 $ | +68,5 % | 3.985.525 $ | +650.364 $ | +19,5 % | 3.335.161 $ | |||||
| Legacy Wealth Management, LLC | 6.712.634 $ | |||||||||||
| JFS WEALTH ADVISORS, LLC | 6.707.644 $ | +429.349 $ | +6,8 % | 6.278.295 $ | +179.553 $ | +2,9 % | 6.098.742 $ | +3.082.878 $ | +102,2 % | |||
| INTEGRITY ALLIANCE, LLC. | 6.644.804 $ | +312.537 $ | +4,9 % | 6.332.267 $ | -90.252 $ | -1,4 % | 6.422.519 $ | +195.779 $ | +3,1 % | |||
| TD Capital Management LLC | 6.599.787 $ | +959.082 $ | +17,0 % | 5.640.705 $ | +1.109.679 $ | +24,5 % | 4.531.026 $ | +82.430 $ | +1,9 % | |||
| Treasure Coast Financial Planning | 6.472.873 $ | +45.605 $ | +0,7 % | 6.427.268 $ | +148.713 $ | +2,4 % | 6.278.555 $ | +197.159 $ | +3,2 % | |||
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6.235.079 $ | -52.848 $ | -0,8 % | 6.287.927 $ | +186.034 $ | +3,0 % | 6.101.893 $ | -358.927 $ | -5,6 % | 6.460.820 $ | +165.126 $ | +2,6 % |
| American Trust | 4.189.788 $ | -2.091.816 $ | -33,3 % | 6.281.604 $ | -59.155 $ | -0,9 % | 6.340.759 $ | -22.365.136 $ | -77,9 % | |||
| Steward Partners Investment Advisory, LLC | 6.288.272 $ | +310.766 $ | +5,2 % | 5.977.506 $ | +399.405 $ | +7,2 % | 5.578.101 $ | +495.137 $ | +9,7 % | |||
| New Insight Wealth Advisors | 6.244.191 $ | +1.852.869 $ | +42,2 % | 4.391.322 $ | +1.958.484 $ | +80,5 % | 2.432.838 $ | +1.263.549 $ | +108,1 % | |||
| Cordgrass Capital Advisors, LLC | 5.139.942 $ | -1.081.621 $ | -17,4 % | 6.221.563 $ | -16.142 $ | -0,3 % | 6.237.705 $ | +466.601 $ | +8,1 % | |||
| Palumbo Wealth Management LLC | 6.235.848 $ | +462.814 $ | +8,0 % | 5.773.034 $ | +211.736 $ | +3,8 % | 5.561.298 $ | |||||
| FIRST AMERICAN TRUST, FSB | 6.178.521 $ | +557.208 $ | +9,9 % | 5.621.313 $ | +368.647 $ | +7,0 % | 5.252.666 $ | +715.424 $ | +15,8 % | |||
| SkyView Investment Advisors, LLC | 6.175.000 $ | +509.000 $ | +9,0 % | 5.666.000 $ | +5.236.000 $ | +1.217,7 % | ||||||
| Stratos Wealth Partners, LTD. | 6.098.996 $ | -52.930 $ | -0,9 % | 6.151.926 $ | +2.156.574 $ | +54,0 % | 3.995.352 $ | +213.538 $ | +5,6 % | |||
| ASHTON THOMAS SECURITIES, LLC | 6.150.637 $ | +2.553.003 $ | +71,0 % | 3.597.634 $ | +251.419 $ | +7,5 % | 3.346.215 $ | +63.205 $ | +1,9 % | |||
| Platform Technology Partners | 6.101.098 $ | +2.448.312 $ | +67,0 % | 3.652.786 $ | ||||||||
| Cambria Investment Management, L.P. | 6.054.005 $ | +329.021 $ | +5,7 % | 5.724.984 $ | +525.701 $ | +10,1 % | 5.199.283 $ | +95.780 $ | +1,9 % | |||
| Winter & Associates, Inc. | 6.044.819 $ | +2.689.672 $ | +80,2 % | 3.355.147 $ | +1.173.382 $ | +53,8 % | 2.181.765 $ | |||||
| Refined Wealth Management | 5.947.964 $ | +177.295 $ | +3,1 % | 5.770.669 $ | +195.144 $ | +3,5 % | 5.575.525 $ | |||||
| DeDora Capital, Inc. | 5.947.394 $ | +1.134.208 $ | +23,6 % | 4.813.186 $ | +210.193 $ | +4,6 % | 4.602.993 $ | +1.043.527 $ | +29,3 % | |||
| HighPoint Advisor Group LLC | 5.901.068 $ | +398.892 $ | +7,2 % | 5.502.176 $ | +1.643.872 $ | +42,6 % | 3.858.304 $ | |||||
| Running Point Capital Advisors, LLC | 5.876.336 $ | +939.923 $ | +19,0 % | |||||||||
| Cooper Financial Group | 4.768.231 $ | +489.242 $ | +11,4 % | 4.278.989 $ | -1.575.683 $ | -26,9 % | 5.854.672 $ | +208.274 $ | +3,7 % | 5.646.398 $ | -1.011.097 $ | -15,2 % |
| Capital Investment Advisory Services, LLC | 5.809.286 $ | +1.007.704 $ | +21,0 % | 4.801.582 $ | +1.456.360 $ | +43,5 % | 3.345.222 $ | +1.644.212 $ | +96,7 % | |||
| LexAurum Advisors, LLC | 5.755.569 $ | -39.429 $ | -0,7 % | 5.794.998 $ | +834.597 $ | +16,8 % | 4.960.401 $ | +662.383 $ | +15,4 % | |||
| NBT BANK, N.A. | 5.725.063 $ | +2.159.204 $ | +60,6 % | 3.565.859 $ | +2.028.166 $ | +131,9 % | 1.537.693 $ | -15.688 $ | -1,0 % | 1.553.381 $ | -48.537 $ | -3,0 % |
| WealthCare Investment Partners, LLC | 3.907.263 $ | -1.813.433 $ | -31,7 % | 5.720.696 $ | +2.882.046 $ | +101,5 % | 2.838.650 $ | -62.903 $ | -2,2 % | |||
| WASHINGTON TRUST BANK | 5.670.676 $ | +1.525.255 $ | +36,8 % | 4.145.421 $ | -1.555.827 $ | -27,3 % | 5.701.248 $ | -1.286.930 $ | -18,4 % | |||
| WBH ADVISORY INC | 4.932.709 $ | -568.223 $ | -10,3 % | 5.500.932 $ | -126.313 $ | -2,2 % | 5.627.245 $ | +670.090 $ | +13,5 % | |||
| UNIQUE WEALTH, LLC | 5.625.963 $ | +1.599.175 $ | +39,7 % | 4.026.788 $ | +2.536.751 $ | +170,2 % | 1.490.037 $ | +465.183 $ | +45,4 % | 1.024.854 $ | ||
| Alaska Wealth Advisors, LLC | 5.590.219 $ | +391.829 $ | +7,5 % | 5.198.390 $ | +69.962 $ | +1,4 % | 5.128.428 $ | +636.176 $ | +14,2 % | |||
| 5T Wealth, LLC | 4.022.657 $ | -1.555.570 $ | -27,9 % | 5.578.227 $ | +256.201 $ | +4,8 % | 5.322.026 $ | +2.337.672 $ | +78,3 % | |||
| Boston Standard Wealth Management, LLC | 5.543.619 $ | +257.650 $ | +4,9 % | 5.285.969 $ | +166.081 $ | +3,2 % | 5.119.888 $ | +284.888 $ | +5,9 % | |||
| Crumly & Associates Inc. | 5.491.644 $ | +145.579 $ | +2,7 % | 5.346.065 $ | +2.180.882 $ | +68,9 % | 3.165.183 $ | +738.860 $ | +30,5 % | 2.426.323 $ | +136.499 $ | +6,0 % |
| Principle Wealth Partners LLC | 5.464.199 $ | +3.078.709 $ | +129,1 % | 2.385.490 $ | -31.683 $ | -1,3 % | 2.417.173 $ | +1.966.735 $ | +436,6 % | |||
| Odyssey Group, LLC | 5.464.192 $ | |||||||||||
| NewEdge Wealth, LLC | 5.370.589 $ | +978.769 $ | +22,3 % | 4.391.820 $ | -647.794 $ | -12,9 % | 5.039.614 $ | +709.560 $ | +16,4 % | |||
| Elmwood Wealth Management, Inc. | 5.321.487 $ | -46.423 $ | -0,9 % | 5.367.910 $ | +252.116 $ | +4,9 % | 5.115.794 $ | +1.228.949 $ | +31,6 % | 3.886.845 $ | +112.319 $ | +3,0 % |
| Uniting Wealth Partners, LLC | 5.282.972 $ | -74.076 $ | -1,4 % | 5.357.048 $ | -619.924 $ | -10,4 % | ||||||
| Kroeger Financial Partners | 5.332.019 $ | +45.575 $ | +0,9 % | 5.286.444 $ | ||||||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 5.325.742 $ | +865.465 $ | +19,4 % | 4.460.277 $ | +855.147 $ | +23,7 % | 3.605.130 $ | +347.877 $ | +10,7 % | |||
| BRADLEY FOSTER & SARGENT INC/CT | 5.271.294 $ | +921.209 $ | +21,2 % | 4.350.085 $ | -650.021 $ | -13,0 % | 5.000.106 $ | +208.968 $ | +4,4 % | |||
| TruWealth Advisors, LLC | 5.227.178 $ | -7.912 $ | -0,2 % | 5.235.090 $ | -273.824 $ | -5,0 % | ||||||
| Selby Wealth Management, LLC | 5.159.753 $ | +2.336.283 $ | +82,7 % | 2.823.470 $ | +246.196 $ | +9,6 % | 2.577.274 $ | -166.639 $ | -6,1 % | 2.743.913 $ | ||
| Shotwell Rutter Baer Inc | 4.958.788 $ | -165.016 $ | -3,2 % | 5.123.804 $ | +524.724 $ | +11,4 % | 4.599.080 $ | +1.785.740 $ | +63,5 % | 2.813.340 $ | ||
| Gateway Wealth Partners, LLC | 3.030.758 $ | -2.083.048 $ | -40,7 % | 5.113.806 $ | +3.219.034 $ | +169,9 % | 1.894.772 $ | +1.567.182 $ | +478,4 % | |||
| Firestone Capital Management | 5.109.940 $ | +627.010 $ | +14,0 % | 4.482.930 $ | +231.016 $ | +5,4 % | 4.251.914 $ | +179.026 $ | +4,4 % | |||
| Nicht ausgewiesen | 5.106.558 $ | +3.812.690 $ | +294,7 % | 1.293.868 $ | +458.303 $ | +54,8 % | 835.565 $ | |||||
| MONETA GROUP INVESTMENT ADVISORS LLC | 4.812.124 $ | -275.558 $ | -5,4 % | 5.087.682 $ | +161.912 $ | +3,3 % | 4.925.770 $ | +495.715 $ | +11,2 % | |||
| Strategic Financial Concepts, LLC | 4.517.536 $ | -534.678 $ | -10,6 % | 5.052.214 $ | +401.622 $ | +8,6 % | ||||||
| ARKANSAS FINANCIAL GROUP, INC. | 5.004.553 $ | +490.874 $ | +10,9 % | 4.513.679 $ | +662.886 $ | +17,2 % | 3.850.793 $ | +3.348.922 $ | +667,3 % | |||
| Echo Wealth Management, LLC | 4.194.555 $ | +253.636 $ | +6,4 % | 3.940.919 $ | +403.977 $ | +11,4 % | 3.536.942 $ | -1.404.005 $ | -28,4 % | 4.940.947 $ | -1.187.926 $ | -19,4 % |
| OPPENHEIMER & CO INC | 4.914.298 $ | +422.819 $ | +9,4 % | 4.491.479 $ | -210.527 $ | -4,5 % | 4.702.006 $ | -5.109.482 $ | -52,1 % | |||
| J.W. COLE ADVISORS, INC. | 4.869.256 $ | +3.452.780 $ | +243,8 % | 1.416.476 $ | -2.653.980 $ | -65,2 % | 4.070.456 $ | +365.884 $ | +9,9 % | |||
| BETO FINANCIAL GROUP, LLC | 1.652.286 $ | -651.080 $ | -28,3 % | 2.303.366 $ | -2.455.635 $ | -51,6 % | 4.759.001 $ | |||||
| HARBOUR INVESTMENTS, INC. | 4.729.789 $ | +400.285 $ | +9,2 % | 4.329.504 $ | +1.332.553 $ | +44,5 % | 2.996.951 $ | +255.591 $ | +9,3 % | |||
| Roof Eidam Maycock Peralta, LLC | 4.560.722 $ | -161.139 $ | -3,4 % | 4.721.861 $ | +268.145 $ | +6,0 % | 4.453.716 $ | -81.959 $ | -1,8 % | 4.535.675 $ | +557.626 $ | +14,0 % |
| Moss Adams Wealth Advisors LLC | 4.692.579 $ | +1.859.595 $ | +65,6 % | 2.832.984 $ | +1.368.858 $ | +93,5 % | 1.464.126 $ | |||||
| Opal Wealth Advisors, LLC | 2.880.827 $ | -297.724 $ | -9,4 % | 3.178.551 $ | +158.455 $ | +5,2 % | 3.020.096 $ | -1.656.103 $ | -35,4 % | 4.676.199 $ | -40.627 $ | -0,9 % |
| Ellenbecker Investment Group | 4.671.665 $ | |||||||||||
| Red Mountain Financial, LLC | 4.666.181 $ | +1.131.349 $ | +32,0 % | 3.534.832 $ | +36.351 $ | +1,0 % | 3.498.481 $ | -68.069 $ | -1,9 % | |||
| Obermeyer Wealth Partners | 4.625.490 $ | +866.129 $ | +23,0 % | 3.759.361 $ | +949.923 $ | +33,8 % | 2.809.438 $ | +1.761.563 $ | +168,1 % | 1.047.875 $ | ||
| Stratos Wealth Advisors, LLC | 4.612.655 $ | +180.751 $ | +4,1 % | 4.431.904 $ | -72.808 $ | -1,6 % | 4.504.712 $ | -38.295 $ | -0,8 % | |||
| Koshinski Asset Management, Inc. | 4.590.206 $ | +82.705 $ | +1,8 % | 4.507.501 $ | +16.782 $ | +0,4 % | 4.490.719 $ | -78.180 $ | -1,7 % | |||
| Landmark Wealth Management, LLC | 4.539.165 $ | +54.692 $ | +1,2 % | 4.484.473 $ | +695.011 $ | +18,3 % | 3.789.462 $ | -7.055 $ | -0,2 % | |||
| Philadelphia Investment Partners, LLC | 4.522.565 $ | +495.652 $ | +12,3 % | 4.026.913 $ | ||||||||
| Seven Hills Financial, LLC | 4.510.681 $ | |||||||||||
| Gotham Asset Management, LLC | 4.481.838 $ | +243.391 $ | +5,7 % | 4.238.447 $ | -167.124 $ | -3,8 % | 4.405.571 $ | +94.836 $ | +2,2 % | |||
| Benchmark Financial Wealth Advisors, LLC | 4.450.952 $ | |||||||||||
| Spectrum Wealth Advisory Group, LLC | 725.013 $ | -3.669.228 $ | -83,5 % | 4.394.241 $ | +3.755.373 $ | +587,8 % | 638.868 $ | -4.813.651 $ | -88,3 % | |||
| Wealth Advisors of Tampa Bay, LLC | 4.350.409 $ | +340.248 $ | +8,5 % | 4.010.161 $ | +35.350 $ | +0,9 % | 3.974.811 $ | -274.060 $ | -6,5 % | |||
| PENNEY FINANCIAL, LLC | 3.289.034 $ | -285.069 $ | -8,0 % | 3.574.103 $ | -773.247 $ | -17,8 % | 4.347.350 $ | +109.182 $ | +2,6 % | 4.238.168 $ | +262.703 $ | +6,6 % |
| Beta Wealth Group, Inc. | 3.115.405 $ | -176.653 $ | -5,4 % | 3.292.058 $ | -1.038.941 $ | -24,0 % | 4.330.999 $ | -181.649 $ | -4,0 % | |||
| Atlas Legacy Advisors, LLC | 4.267.539 $ | +736.274 $ | +20,9 % | 3.531.265 $ | +208.034 $ | +6,3 % | 3.323.231 $ | +316.142 $ | +10,5 % | |||
| Pine Valley Investments Ltd Liability Co | 3.983.294 $ | +10.078 $ | +0,3 % | 3.973.216 $ | -280.245 $ | -6,6 % | 4.253.461 $ | -5.862.475 $ | -58,0 % | |||
| Pinnacle Financial Partners, Inc. | 4.237.801 $ | +577.169 $ | +15,8 % | 3.660.632 $ | +406.615 $ | +12,5 % | 3.254.017 $ | |||||
| SIGNET FINANCIAL MANAGEMENT, LLC | 4.226.516 $ | +1.782.726 $ | +72,9 % | 2.443.790 $ | +632.772 $ | +34,9 % | ||||||
| Alpine Bank Wealth Management | 4.223.221 $ | |||||||||||
| Coppell Advisory Solutions LLC | 4.647 $ | -4.215.416 $ | -99,9 % | 4.220.063 $ | +681.490 $ | +19,3 % | ||||||
| MAGNOLIA CAPITAL ADVISORS LLC | 4.175.891 $ | +412.070 $ | +10,9 % | 3.763.821 $ | ||||||||
| Renasant Bank | 4.139.951 $ | +321.200 $ | +8,4 % | 3.818.751 $ | -159.144 $ | -4,0 % | 3.977.895 $ | +62.230 $ | +1,6 % | |||
| Compass Ion Advisors, LLC | 4.117.852 $ | +2.171.364 $ | +111,6 % | 1.946.488 $ | ||||||||
| Breakwater Capital Group | 3.552.012 $ | -68.717 $ | -1,9 % | 3.620.729 $ | -496.272 $ | -12,1 % | 4.117.001 $ | +159.148 $ | +4,0 % | 3.957.853 $ | +706.995 $ | +21,7 % |
| VICUS CAPITAL | 4.084.783 $ | -24.604 $ | -0,6 % | 4.109.387 $ | +35.297 $ | +0,9 % | ||||||
| New Capital Management LP | 4.101.026 $ | +79.100 $ | +2,0 % | 4.021.926 $ | ||||||||
| Marshall & Sterling Wealth Advisors Inc. | 2.246.209 $ | -1.372.402 $ | -37,9 % | 3.618.611 $ | -462.666 $ | -11,3 % | 4.081.277 $ | +3.173.900 $ | +349,8 % | |||
| White & Co Financial Planning Inc | 4.056.742 $ | +290.208 $ | +7,7 % | 3.766.534 $ | +366.687 $ | +10,8 % | 3.399.847 $ | +256.944 $ | +8,2 % | 3.142.903 $ | -25.906 $ | -0,8 % |
| StoneX Group Inc. | 279.758 $ | -58.901 $ | -17,4 % | 338.659 $ | -3.682.044 $ | -91,6 % | 4.020.703 $ | +584.069 $ | +17,0 % | |||
| Patriot Financial Group Insurance Agency, LLC | 1.643.946 $ | -394.046 $ | -19,3 % | 2.037.992 $ | -1.971.456 $ | -49,2 % | 4.009.448 $ | +1.917.577 $ | +91,7 % | 2.091.871 $ | +48.940 $ | +2,4 % |
| Sincerus Advisory, LLC | 4.006.076 $ | +674.391 $ | +20,2 % | 3.331.685 $ | +496.106 $ | +17,5 % | 2.835.579 $ | +158.549 $ | +5,9 % | 2.677.030 $ | +586.156 $ | +28,0 % |
| Schwallier Wealth Management LLC | 619.980 $ | -3.120.462 $ | -83,4 % | 3.740.442 $ | -251.181 $ | -6,3 % | 3.991.623 $ | -3.423.027 $ | -46,2 % | |||
| Intrua Financial, LLC | 3.945.858 $ | +123.366 $ | +3,2 % | 3.822.492 $ | -123.884 $ | -3,1 % | 3.946.376 $ | +334.077 $ | +9,2 % | |||
| Clear Creek Financial Management, LLC | 3.275.941 $ | -337.824 $ | -9,3 % | 3.613.765 $ | -270.722 $ | -7,0 % | 3.884.487 $ | -1.135.470 $ | -22,6 % | |||
| Copper Harbor Investment Advisors, LLC | 986.316 $ | -2.895.045 $ | -74,6 % | 3.881.361 $ | ||||||||
| IHT Wealth Management, LLC | 2.805.668 $ | -1.061.924 $ | -27,5 % | 3.867.592 $ | +372.321 $ | +10,7 % | 3.495.271 $ | +1.537.344 $ | +78,5 % | |||
| Atria Investments, Inc | 3.856.070 $ | +109.682 $ | +2,9 % | 3.746.388 $ | +2.416.464 $ | +181,7 % | 1.329.924 $ | +1.516 $ | +0,1 % | 1.328.408 $ | -4.538.759 $ | -77,4 % |
| Systelligence, LLC | 2.387.668 $ | -322.578 $ | -11,9 % | 2.710.246 $ | -1.132.963 $ | -29,5 % | 3.843.209 $ | |||||
| Advyzon Investment Management, LLC | 3.810.121 $ | -27.011 $ | -0,7 % | 3.837.132 $ | +3.044.201 $ | +383,9 % | 792.931 $ | +62.657 $ | +8,6 % | |||
| Elevated Financial Group LLC | 3.765.814 $ | |||||||||||
| Unique Wealth Strategies, LLC | 3.744.722 $ | +0 $ | +0,0 % | 3.744.722 $ | +100.451 $ | +2,8 % | 3.644.271 $ | +408.483 $ | +12,6 % | 3.235.788 $ | +424.760 $ | +15,1 % |
| Signal Advisors Wealth, LLC | 3.740.925 $ | +1.604.431 $ | +75,1 % | 2.136.494 $ | +1.264.851 $ | +145,1 % | 871.643 $ | |||||
| Storgate, LLC | 3.714.379 $ | +2.059.960 $ | +124,5 % | 1.654.419 $ | +975.497 $ | +143,7 % | 678.922 $ | |||||
| Clarity Retirement & Wealth, LLC | 2.996.214 $ | -703.904 $ | -19,0 % | 3.700.118 $ | +1.150.001 $ | +45,1 % | 2.550.117 $ | |||||
| Prentice Wealth Management LLC | 870.952 $ | -1.337.657 $ | -60,6 % | 2.208.609 $ | -379.623 $ | -14,7 % | 2.588.232 $ | -1.098.975 $ | -29,8 % | 3.687.207 $ | -279.937 $ | -7,1 % |
| FMA Wealth Management, LLC | 3.248.750 $ | -191.700 $ | -5,6 % | 3.440.450 $ | -146.500 $ | -4,1 % | 3.586.950 $ | -90.789 $ | -2,5 % | 3.677.739 $ | +64.105 $ | +1,8 % |
| Convergence Financial, LLC | 3.675.805 $ | +609.921 $ | +19,9 % | 3.065.884 $ | +409.291 $ | +15,4 % | 2.656.593 $ | +263.617 $ | +11,0 % | |||
| Paladin Advisory Group, LLC | 3.573.428 $ | +156.160 $ | +4,6 % | 3.417.268 $ | -221.701 $ | -6,1 % | 3.638.969 $ | +28.739 $ | +0,8 % | |||
| FIFTH THIRD SECURITIES, INC. | 3.200.221 $ | -415.101 $ | -11,5 % | 3.615.322 $ | +451.350 $ | +14,3 % | 3.163.972 $ | +5.553 $ | +0,2 % | 3.158.419 $ | -12.202 $ | -0,4 % |
| Fortitude Financial, LLC | 3.610.652 $ | +1.742.109 $ | +93,2 % | 1.868.543 $ | -444.948 $ | -19,2 % | 2.313.491 $ | -938.248 $ | -28,9 % | 3.251.739 $ | ||
| Etesian Wealth Advisors, Inc. | 3.603.490 $ | +689.865 $ | +23,7 % | 2.913.625 $ | +242.966 $ | +9,1 % | 2.670.659 $ | +889.938 $ | +50,0 % | |||
| SK Wealth Management, LLC | 1.930.842 $ | -1.112.664 $ | -36,6 % | 3.043.506 $ | -523.783 $ | -14,7 % | 3.567.289 $ | -8.042.692 $ | -69,3 % | |||
| Clarity Asset Management, Inc. | 3.547.757 $ | +3.538.675 $ | +38.963,6 % | 9.082 $ | -46 $ | -0,5 % | 9.128 $ | |||||
| Walkner Condon Financial Advisors LLC | 3.536.001 $ | -10.970 $ | -0,3 % | 3.546.971 $ | +1.348.806 $ | +61,4 % | 2.198.165 $ | +226.069 $ | +11,5 % | |||
| Zhang Financial LLC | 3.526.109 $ | +2.664.531 $ | +309,3 % | 861.578 $ | -8.790 $ | -1,0 % | 870.368 $ | +54.319 $ | +6,7 % | |||
| Cyndeo Wealth Partners, LLC | 3.276.136 $ | +1.211.219 $ | +58,7 % | 2.064.917 $ | +261.655 $ | +14,5 % | 1.803.262 $ | -1.713.800 $ | -48,7 % | 3.517.062 $ | +704.317 $ | +25,0 % |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 2.997.080 $ | -156.836 $ | -5,0 % | 3.153.916 $ | -77.435 $ | -2,4 % | 3.231.351 $ | -235.540 $ | -6,8 % | 3.466.891 $ | -60.172 $ | -1,7 % |
| Park Place Capital Corp | 3.457.394 $ | +188.507 $ | +5,8 % | 3.268.887 $ | +349.933 $ | +12,0 % | 2.918.954 $ | -2.030.635 $ | -41,0 % | |||
| GREENWOOD CAPITAL ASSOCIATES LLC | 3.446.195 $ | +1.007.755 $ | +41,3 % | 2.438.440 $ | +334.180 $ | +15,9 % | 2.104.260 $ | +692.372 $ | +49,0 % | |||
| RIVERSEDGE ADVISORS, LLC | 3.443.755 $ | +254.819 $ | +8,0 % | 3.188.936 $ | +312.611 $ | +10,9 % | 2.876.325 $ | |||||
| DAVENPORT & Co LLC | 3.437.339 $ | +302.926 $ | +9,7 % | 3.134.413 $ | -138.940 $ | -4,2 % | 3.273.353 $ | +303.031 $ | +10,2 % | 2.970.322 $ | +209.088 $ | +7,6 % |
| Strategic Blueprint, LLC | 3.394.864 $ | +1.406.052 $ | +70,7 % | 1.988.812 $ | +121.554 $ | +6,5 % | 1.867.258 $ | +569.017 $ | +43,8 % | 1.298.241 $ | +256 $ | +0,0 % |
| HARBOR INVESTMENT ADVISORY, LLC | 3.278.500 $ | -103.063 $ | -3,0 % | 3.381.563 $ | +162.535 $ | +5,0 % | 3.219.028 $ | +360.213 $ | +12,6 % | 2.858.815 $ | -356.670 $ | -11,1 % |
| RETIREMENT GUYS FORMULA LLC | 3.380.027 $ | -26.041 $ | -0,8 % | |||||||||
| Cresset Asset Management, LLC | 3.378.249 $ | +711.847 $ | +26,7 % | 2.666.402 $ | +559.575 $ | +26,6 % | 2.106.827 $ | +1.767.592 $ | +521,1 % | |||
| Quadcap Wealth Management, LLC | 2.989.101 $ | -379.374 $ | -11,3 % | 3.368.475 $ | +244.585 $ | +7,8 % | 3.123.890 $ | +110.531 $ | +3,7 % | |||
| MCDONALD PARTNERS LLC | 3.345.008 $ | +1.351.623 $ | +67,8 % | 1.993.385 $ | +897.302 $ | +81,9 % | 1.096.083 $ | +491.142 $ | +81,2 % | |||
| MMA ASSET MANAGEMENT LLC | 3.318.551 $ | +56.797 $ | +1,7 % | 3.261.754 $ | ||||||||
| Bright Futures Wealth Management, LLC. | 3.294.927 $ | -574.355 $ | -14,8 % | |||||||||
| NATIONAL BANK OF CANADA /FI/ | 3.125.494 $ | +131.583 $ | +4,4 % | 2.993.911 $ | -276.143 $ | -8,4 % | 3.270.054 $ | +425.310 $ | +15,0 % | |||
| FIFTH THIRD BANCORP | 3.251.547 $ | +662.497 $ | +25,6 % | 2.589.050 $ | +2.501.539 $ | +2.858,5 % | 87.511 $ | +26.947 $ | +44,5 % | |||
| Investment Planning Advisors, Inc. | 338.092 $ | -2.913.418 $ | -89,6 % | 3.251.510 $ | +72.294 $ | +2,3 % | 3.179.216 $ | -15.014 $ | -0,5 % | 3.194.230 $ | +317.554 $ | +11,0 % |
| Shore Point Advisors, LLC | 3.087.977 $ | +60.367 $ | +2,0 % | 3.027.610 $ | -87.400 $ | -2,8 % | 3.115.010 $ | -117.271 $ | -3,6 % | 3.232.281 $ | +37.439 $ | +1,2 % |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 3.190.314 $ | +16.599 $ | +0,5 % | 3.173.715 $ | -7.634 $ | -0,2 % | 3.181.349 $ | +144.872 $ | +4,8 % | |||
| Leslie Global Wealth, LLC | 3.173.131 $ | +2.616.388 $ | +469,9 % | 556.743 $ | +320.088 $ | +135,3 % | ||||||
| Contango Wealth Management LLC | 2.011.479 $ | -1.159.310 $ | -36,6 % | 3.170.789 $ | ||||||||
| Simplicity Wealth,LLC | 3.165.627 $ | +2.212.323 $ | +232,1 % | 953.304 $ | +194.752 $ | +25,7 % | 758.552 $ | +223.464 $ | +41,8 % | |||
| Family Capital Management, Inc. | 1.691.595 $ | -1.468.371 $ | -46,5 % | 3.159.966 $ | +693.686 $ | +28,1 % | 2.466.280 $ | +1.417.570 $ | +135,2 % | |||
| Coordinated Financial Services, Inc. | 2.932.996 $ | -217.763 $ | -6,9 % | 3.150.759 $ | +469.009 $ | +17,5 % | ||||||
| OneAscent Financial Services LLC | 3.117.318 $ | +122.064 $ | +4,1 % | 2.995.254 $ | -49.665 $ | -1,6 % | 3.044.919 $ | +208.828 $ | +7,4 % | |||
| Curry Webb Wealth Management LLC | 3.111.371 $ | +0 $ | +0,0 % | 3.111.371 $ | +692.025 $ | +28,6 % | 2.419.346 $ | -47.504 $ | -1,9 % | 2.466.850 $ | ||
| Western Wealth Management, LLC | 2.817.344 $ | +453.736 $ | +19,2 % | 2.363.608 $ | -734.719 $ | -23,7 % | 3.098.327 $ | +2.034.632 $ | +191,3 % | |||
| Clark Capital Management Group, Inc. | 3.084.940 $ | +50.947 $ | +1,7 % | 3.033.993 $ | +1.624.891 $ | +115,3 % | 1.409.102 $ | +39.851 $ | +2,9 % | |||
| United Advisor Group, LLC | 3.078.911 $ | +120.925 $ | +4,1 % | 2.957.986 $ | +511.350 $ | +20,9 % | 2.446.636 $ | +531.446 $ | +27,7 % | |||
| Planning Strategies Inc. | 2.978.943 $ | -99.168 $ | -3,2 % | 3.078.111 $ | ||||||||
| KENNEDY INVESTMENT GROUP, INC. | 2.729.195 $ | +20.528 $ | +0,8 % | 2.708.667 $ | +111.836 $ | +4,3 % | 2.596.831 $ | -473.796 $ | -15,4 % | 3.070.627 $ | +19.023 $ | +0,6 % |
| Eaton Financial Holdings Company, LLC | 3.069.264 $ | +1.802.312 $ | +142,3 % | 1.266.952 $ | +159.082 $ | +14,4 % | 1.107.870 $ | +170.465 $ | +18,2 % | |||
| Avestar Capital, LLC | 3.057.701 $ | +370.518 $ | +13,8 % | 2.687.183 $ | +656.297 $ | +32,3 % | 2.030.886 $ | +49.450 $ | +2,5 % | |||
| Presidio Capital Management, LLC | 3.051.836 $ | +646.378 $ | +26,9 % | 2.405.458 $ | +176.915 $ | +7,9 % | 2.228.543 $ | +138.277 $ | +6,6 % | |||
| Colter Lewis Investment Partners LLC | 3.039.300 $ | |||||||||||
| Geneos Wealth Management Inc. | 3.025.206 $ | +87.727 $ | +3,0 % | 2.937.479 $ | +365.615 $ | +14,2 % | 2.571.864 $ | +211.764 $ | +9,0 % | |||
| MCCARTER PRIVATE WEALTH SERVICES LLC | 2.838.242 $ | -163.219 $ | -5,4 % | 3.001.461 $ | ||||||||
| SilverOak Wealth Management LLC | 2.982.697 $ | +962.237 $ | +47,6 % | 2.020.460 $ | +737.366 $ | +57,5 % | 1.283.094 $ | |||||
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 2.533.207 $ | +214.424 $ | +9,2 % | 2.318.783 $ | +230.401 $ | +11,0 % | 2.088.382 $ | -887.078 $ | -29,8 % | 2.975.460 $ | +1.534.037 $ | +106,4 % |
| Berger Financial Group, Inc | 1.650.030 $ | -9.165 $ | -0,6 % | 1.659.195 $ | -1.280.726 $ | -43,6 % | 2.939.921 $ | +48.054 $ | +1,7 % | |||
| First Financial Bank - Trust Division | 2.785.857 $ | -135.620 $ | -4,6 % | 2.921.477 $ | +489.813 $ | +20,1 % | 2.431.664 $ | +1.078.209 $ | +79,7 % | 1.353.455 $ | +274.003 $ | +25,4 % |
| Mills Wealth Advisors LLC | 2.147.370 $ | -767.743 $ | -26,3 % | 2.915.113 $ | -174.257 $ | -5,6 % | ||||||
| RFG Advisory, LLC | 2.727.194 $ | -182.214 $ | -6,3 % | 2.909.408 $ | +70.781 $ | +2,5 % | 2.838.627 $ | -18.626 $ | -0,7 % | |||
| Whitegate Investment Counselors, Inc. | 2.765.966 $ | -60.719 $ | -2,1 % | 2.826.685 $ | -78.580 $ | -2,7 % | 2.905.265 $ | -38.398 $ | -1,3 % | |||
| BTG Pactual Asset Management US LLC | 2.894.224 $ | +376.028 $ | +14,9 % | 2.518.196 $ | +509.861 $ | +25,4 % | 2.008.335 $ | +466.864 $ | +30,3 % | |||
| Purkiss Capital Advisors LLC | 2.881.234 $ | +364.202 $ | +14,5 % | 2.517.032 $ | +163.168 $ | +6,9 % | 2.353.864 $ | +214.827 $ | +10,0 % | |||
| Galvin, Gaustad & Stein, LLC | 2.241.500 $ | -274.964 $ | -10,9 % | 2.516.464 $ | +45.857 $ | +1,9 % | 2.470.607 $ | -366.511 $ | -12,9 % | 2.837.118 $ | +9.474 $ | +0,3 % |
| Hennion & Walsh Asset Management, Inc. | 2.717.484 $ | -98.327 $ | -3,5 % | 2.815.811 $ | +283.568 $ | +11,2 % | 2.532.243 $ | +137.482 $ | +5,7 % | 2.394.761 $ | -72.667 $ | -2,9 % |
| Ascentis Independent Advisors | 2.814.313 $ | +2.137.646 $ | +315,9 % | 676.667 $ | -289.581 $ | -30,0 % | ||||||
| Cedar Point Capital Partners, LLC | 247.197 $ | -287.347 $ | -53,8 % | 534.544 $ | -2.268.964 $ | -80,9 % | 2.803.508 $ | -296.511 $ | -9,6 % | |||
| IMA Advisory Services, Inc. | 2.793.576 $ | |||||||||||
| Interchange Capital Partners, LLC | 2.774.225 $ | +2.190.734 $ | +375,5 % | 583.491 $ | ||||||||
| LARCH CAPITAL PARTNERS LLC | 2.061.258 $ | -150.429 $ | -6,8 % | 2.211.687 $ | -544.662 $ | -19,8 % | 2.756.349 $ | |||||
| Lineweaver Wealth Advisors, LLC | 2.514.504 $ | +181.089 $ | +7,8 % | 2.333.415 $ | -398.300 $ | -14,6 % | 2.731.715 $ | +98.538 $ | +3,7 % | 2.633.177 $ | +440.604 $ | +20,1 % |
| Essential Investment Partners LLC | 2.705.784 $ | +1.375.777 $ | +103,4 % | 1.330.007 $ | -55.207 $ | -4,0 % | 1.385.214 $ | |||||
| MILESTONE ASSET MANAGEMENT, LLC | 2.695.847 $ | +20.848 $ | +0,8 % | 2.674.999 $ | +348.224 $ | +15,0 % | 2.326.775 $ | +96.412 $ | +4,3 % | 2.230.363 $ | +497.540 $ | +28,7 % |
| Brady Martz Wealth Solutions, LLC | 2.627.435 $ | -6.154 $ | -0,2 % | 2.633.589 $ | -58.748 $ | -2,2 % | 2.692.337 $ | -69.143 $ | -2,5 % | |||
| Bouvel Investment Partners, LLC | 2.620.991 $ | -51.507 $ | -1,9 % | 2.672.498 $ | +287.523 $ | +12,1 % | 2.384.975 $ | -57.963 $ | -2,4 % | 2.442.938 $ | +202.414 $ | +9,0 % |
| Wealthcare Advisory Partners LLC | 2.562.685 $ | -99.372 $ | -3,7 % | 2.662.057 $ | +24.218 $ | +0,9 % | 2.637.839 $ | +43.903 $ | +1,7 % | 2.593.936 $ | +18.164 $ | +0,7 % |
| FIDUCIARY FINANCIAL ADVISORS | 2.648.476 $ | +2.296.796 $ | +653,1 % | 351.680 $ | ||||||||
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 2.640.960 $ | +511.330 $ | +24,0 % | 2.129.630 $ | +349.979 $ | +19,7 % | 1.779.651 $ | +402.147 $ | +29,2 % | |||
| ARWA LLC | 2.636.508 $ | +591.422 $ | +28,9 % | 2.045.086 $ | +1.368.349 $ | +202,2 % | 676.737 $ | |||||
| Global Retirement Partners, LLC | 2.636.495 $ | +216.995 $ | +9,0 % | 2.419.500 $ | +303.458 $ | +14,3 % | ||||||
| Grant Private Wealth Management Inc | 2.631.231 $ | +641.161 $ | +32,2 % | 1.990.070 $ | -157.984 $ | -7,4 % | 2.148.054 $ | -399.112 $ | -15,7 % | 2.547.166 $ | +153.436 $ | +6,4 % |
| PRIVATE TRUST CO NA | 2.618.596 $ | +21.170 $ | +0,8 % | 2.597.426 $ | +238.007 $ | +10,1 % | 2.359.419 $ | +476.868 $ | +25,3 % | 1.882.551 $ | +409.456 $ | +27,8 % |
| Higgins & Schmidt Wealth Strategies LLC | 2.377.746 $ | +52.311 $ | +2,2 % | 2.325.435 $ | -269.962 $ | -10,4 % | 2.595.397 $ | +290.987 $ | +12,6 % | |||
| Advisor OS, LLC | 1.993.941 $ | +64.544 $ | +3,3 % | 1.929.397 $ | -647.670 $ | -25,1 % | 2.577.067 $ | +2.029.745 $ | +370,9 % | |||
| Sterling Investment Advisors, Ltd. | 2.573.274 $ | +1.033.582 $ | +67,1 % | 1.539.692 $ | +731.692 $ | +90,6 % | 808.000 $ | |||||
| 1015 Capital Partners, LLC | 2.562.991 $ | +388.526 $ | +17,9 % | 2.174.465 $ | +426.508 $ | +24,4 % | 1.747.957 $ | |||||
| Privatperson | 2.072.975 $ | -379.131 $ | -15,5 % | 2.452.106 $ | -80.420 $ | -3,2 % | 2.532.526 $ | |||||
| Balance Wealth Partners LLC | 2.525.544 $ | +186.633 $ | +8,0 % | 2.338.911 $ | +380.836 $ | +19,4 % | 1.958.075 $ | +298.410 $ | +18,0 % | |||
| Brendel Financial Advisors LLC | 2.509.269 $ | +83.408 $ | +3,4 % | 2.425.861 $ | ||||||||
| Robertson Stephens Wealth Management, LLC | 2.450.593 $ | -57.133 $ | -2,3 % | 2.507.726 $ | +388.901 $ | +18,4 % | 2.118.825 $ | +285.659 $ | +15,6 % | 1.833.166 $ | +11.949 $ | +0,7 % |
| IFG Advisory, LLC | 2.495.348 $ | +2.488.448 $ | +36.064,5 % | 6.900 $ | -1.163.972 $ | -99,4 % | 1.170.872 $ | +53.851 $ | +4,8 % | |||
| Golden State Wealth Management, LLC | 2.473.189 $ | +164.490 $ | +7,1 % | 2.308.699 $ | +76.294 $ | +3,4 % | 2.232.405 $ | +69.100 $ | +3,2 % | |||
| InTrack Investment Management Inc | 2.446.126 $ | +345.969 $ | +16,5 % | 2.100.157 $ | +608.757 $ | +40,8 % | 1.491.400 $ | +67.520 $ | +4,7 % | 1.423.880 $ | +253.741 $ | +21,7 % |
| Sunrise Financial Services, LLC | 2.445.720 $ | +60.969 $ | +2,6 % | 2.384.751 $ | +221.304 $ | +10,2 % | 2.163.447 $ | +169.190 $ | +8,5 % | 1.994.257 $ | ||
| Indivisible Partners | 2.443.760 $ | +202.117 $ | +9,0 % | 2.241.643 $ | +629.121 $ | +39,0 % | 1.612.522 $ | |||||
| SYM FINANCIAL Corp | 2.443.126 $ | +79.192 $ | +3,4 % | 2.363.934 $ | +231.709 $ | +10,9 % | 2.132.225 $ | +76.815 $ | +3,7 % | |||
| BlackDiamond Wealth Management, LLC | 2.424.016 $ | +464.783 $ | +23,7 % | 1.959.233 $ | +215.028 $ | +12,3 % | 1.744.205 $ | -142.960 $ | -7,6 % | |||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 2.418.000 $ | +142.000 $ | +6,2 % | 2.276.000 $ | -33.000 $ | -1,4 % | 2.309.000 $ | +39.000 $ | +1,7 % | |||
| Sun Financial Inc | 1.973.319 $ | -276.984 $ | -12,3 % | 2.250.303 $ | -158.223 $ | -6,6 % | 2.408.526 $ | |||||
| Equity Wealth Partners, LLC | 2.407.098 $ | +151.796 $ | +6,7 % | 2.255.302 $ | +71.073 $ | +3,3 % | 2.184.229 $ | +816.405 $ | +59,7 % | |||
| Daybright Advisory Services, Inc. | 1.460.820 $ | -916.464 $ | -38,6 % | 2.377.284 $ | +235.021 $ | +11,0 % | 2.142.263 $ | |||||
| Friday Financial | 2.376.176 $ | +560.872 $ | +30,9 % | 1.815.304 $ | +641.663 $ | +54,7 % | 1.173.641 $ | +191.315 $ | +19,5 % | 982.326 $ | +88.566 $ | +9,9 % |
| WEST MICHIGAN ADVISORS, LLC | 1.926.485 $ | +368.939 $ | +23,7 % | 1.557.546 $ | -808.228 $ | -34,2 % | 2.365.774 $ | +40.900 $ | +1,8 % | |||
| US BANCORP \DE\ | 2.313.332 $ | +188.680 $ | +8,9 % | 2.124.652 $ | -234.462 $ | -9,9 % | 2.359.114 $ | +260.599 $ | +12,4 % | |||
| YARGER WEALTH STRATEGIES, LLC | 2.250.409 $ | -102.350 $ | -4,4 % | 2.352.759 $ | +824.421 $ | +53,9 % | 1.528.338 $ | -140.203 $ | -8,4 % | |||
| Financial Partners Group, Inc | 1.447.124 $ | -503.762 $ | -25,8 % | 1.950.886 $ | -377.229 $ | -16,2 % | 2.328.115 $ | -23.399 $ | -1,0 % | 2.351.514 $ | +1.280.857 $ | +119,6 % |
| Denver PWM, LLC | 618.272 $ | -32.105 $ | -4,9 % | 650.377 $ | -367.574 $ | -36,1 % | 1.017.951 $ | -1.283.285 $ | -55,8 % | 2.301.236 $ | +0 $ | +0,0 % |
| INTEGRITY WEALTH ADVISORS, INC. | 2.274.863 $ | +479.322 $ | +26,7 % | 1.795.541 $ | ||||||||
| Asset Allocation Strategies LLC | 2.199.820 $ | -75.029 $ | -3,3 % | 2.274.849 $ | +400.551 $ | +21,4 % | 1.874.298 $ | +525.245 $ | +38,9 % | 1.349.053 $ | +123.945 $ | +10,1 % |
| COMERICA BANK | 2.274.601 $ | +1.459.652 $ | +179,1 % | |||||||||
| Centerline Wealth Advisors, LLC | 2.266.188 $ | +1.219.757 $ | +116,6 % | 1.046.431 $ | +419.956 $ | +67,0 % | 626.475 $ | -142.034 $ | -18,5 % | 768.509 $ | ||
| MidWestOne Financial Group, Inc. | 2.248.816 $ | +2.044.816 $ | +1.002,4 % | |||||||||
| HSBC HOLDINGS PLC | 2.247.419 $ | +785.048 $ | +53,7 % | 1.462.371 $ | -767.773 $ | -34,4 % | 2.230.144 $ | +1.316.044 $ | +144,0 % | |||
| Dynamic Advisor Solutions LLC | 1.627.046 $ | -611.645 $ | -27,3 % | 2.238.691 $ | +270.842 $ | +13,8 % | 1.967.849 $ | -133.558 $ | -6,4 % | 2.101.407 $ | +364.525 $ | +21,0 % |
| Fermata Advisors, LLC | 1.353.725 $ | -884.809 $ | -39,5 % | 2.238.534 $ | +296.187 $ | +15,2 % | 1.942.347 $ | +457.543 $ | +30,8 % | 1.484.804 $ | +98.795 $ | +7,1 % |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 2.231.152 $ | +511.063 $ | +29,7 % | 1.720.089 $ | ||||||||
| Security National Bank | 2.221.152 $ | +415.375 $ | +23,0 % | 1.805.777 $ | +261.279 $ | +16,9 % | 1.544.498 $ | +251.583 $ | +19,5 % | |||
| Juno Financial Group LLC | 2.204.265 $ | +19.162 $ | +0,9 % | 2.185.103 $ | +200.168 $ | +10,1 % | 1.984.935 $ | |||||
| Sigma Planning Corp | 1.202.742 $ | +112.690 $ | +10,3 % | 1.090.052 $ | -1.112.544 $ | -50,5 % | 2.202.596 $ | +77.580 $ | +3,7 % | |||
| YHB Investment Advisors, Inc. | 1.999.981 $ | -12.822 $ | -0,6 % | 2.012.803 $ | -157.389 $ | -7,3 % | 2.170.192 $ | +303.376 $ | +16,3 % | 1.866.816 $ | +548.486 $ | +41,6 % |
| AE Wealth Management LLC | 2.073.887 $ | -95.471 $ | -4,4 % | 2.169.358 $ | +1.294.200 $ | +147,9 % | 875.158 $ | +435.569 $ | +99,1 % | |||
| Wealthspire Retirement, LLC | 2.168.985 $ | +28.735 $ | +1,3 % | 2.140.250 $ | +29.659 $ | +1,4 % | 2.110.591 $ | +349.138 $ | +19,8 % | |||
| Wiser Wealth Management, Inc | 2.160.084 $ | |||||||||||
| Bernardo Wealth Planning LLC | 2.102.294 $ | +20.598 $ | +1,0 % | 2.081.696 $ | +276.987 $ | +15,3 % | 1.804.709 $ | +438.537 $ | +32,1 % | |||
| Legacy Edge Advisors, LLC | 2.089.620 $ | +411.056 $ | +24,5 % | 1.678.564 $ | -26.266 $ | -1,5 % | 1.704.830 $ | +172.510 $ | +11,3 % | |||
| NCM Capital Management, LLC | 2.085.997 $ | +327.097 $ | +18,6 % | 1.758.900 $ | +322.195 $ | +22,4 % | 1.436.705 $ | +86.182 $ | +6,4 % | |||
| Valor Advisors LLC | 2.081.161 $ | +6.369 $ | +0,3 % | 2.074.792 $ | +0 $ | +0,0 % | 2.074.792 $ | |||||
| Ruggaard & Associates LLC | 2.065.953 $ | +245.777 $ | +13,5 % | 1.820.176 $ | -20.538 $ | -1,1 % | 1.840.714 $ | +46.876 $ | +2,6 % | |||
| GFS Advisors, LLC | 2.061.438 $ | +31.844 $ | +1,6 % | 2.029.594 $ | -20.706 $ | -1,0 % | 2.050.300 $ | |||||
| LOCKERMAN FINANCIAL GROUP, INC. | 964.781 $ | -1.057.619 $ | -52,3 % | 2.022.400 $ | -9.287 $ | -0,5 % | 2.031.687 $ | +940.681 $ | +86,2 % | |||
| LAVELLE CAPITAL LP | 2.016.547 $ | |||||||||||
| McAdam, LLC | 328.159 $ | -1.248.934 $ | -79,2 % | 1.577.093 $ | -287.734 $ | -15,4 % | 1.864.827 $ | -151.436 $ | -7,5 % | 2.016.263 $ | -3.244 $ | -0,2 % |
| Quantinno Capital Management LP | 2.014.296 $ | |||||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 2.002.692 $ | +1.240.950 $ | +162,9 % | 761.742 $ | +24.071 $ | +3,3 % | 737.671 $ | +151.940 $ | +25,9 % | |||
| FULTON BANK, N.A. | 1.996.038 $ | +198.005 $ | +11,0 % | 1.798.033 $ | +59.106 $ | +3,4 % | 1.738.927 $ | +458.556 $ | +35,8 % | 1.280.371 $ | +338.131 $ | +35,9 % |
| Evolution Wealth Advisors, LLC | 1.844.446 $ | +100.512 $ | +5,8 % | 1.743.934 $ | -234.853 $ | -11,9 % | 1.978.787 $ | -281.725 $ | -12,5 % | |||
| Impact Investors, Inc | 1.977.571 $ | +407.635 $ | +26,0 % | 1.569.936 $ | -70.961 $ | -4,3 % | 1.640.897 $ | +69.564 $ | +4,4 % | |||
| Mayfair Advisory Group, LLC | 1.698.390 $ | +52.988 $ | +3,2 % | 1.645.402 $ | -7.743 $ | -0,5 % | 1.653.145 $ | -316.158 $ | -16,1 % | 1.969.303 $ | +179.645 $ | +10,0 % |
| SteelPeak Wealth, LLC | 1.518.180 $ | -217.097 $ | -12,5 % | 1.735.277 $ | -233.060 $ | -11,8 % | 1.968.337 $ | |||||
| MBM WEALTH CONSULTANTS, LLC | 1.826.834 $ | -116.140 $ | -6,0 % | 1.942.974 $ | +144.234 $ | +8,0 % | 1.798.740 $ | -96.778 $ | -5,1 % | 1.895.518 $ | +40.089 $ | +2,2 % |
| Savvy Advisors, Inc. | 1.881.516 $ | +587.150 $ | +45,4 % | 1.294.366 $ | -37.583 $ | -2,8 % | 1.331.949 $ | +911.461 $ | +216,8 % | |||
| Elequin Capital, LP | 1.870.686 $ | +996.632 $ | +114,0 % | 874.054 $ | -5.267.640 $ | -85,8 % | ||||||
| Ascent Group, LLC | 1.493.554 $ | -372.907 $ | -20,0 % | 1.866.461 $ | +62.243 $ | +3,4 % | 1.804.218 $ | -124.380 $ | -6,4 % | |||
| Arete Wealth Advisors, LLC | 1.865.853 $ | +328.505 $ | +21,4 % | 1.537.348 $ | +974.348 $ | +173,1 % | ||||||
| 49 WEALTH MANAGEMENT, LLC | 1.844.036 $ | +44.850 $ | +2,5 % | 1.799.186 $ | +474.657 $ | +35,8 % | ||||||
| LEVEL FOUR ADVISORY SERVICES, LLC | 1.816.640 $ | +42.445 $ | +2,4 % | 1.774.195 $ | +42.853 $ | +2,5 % | 1.731.342 $ | +1.029 $ | +0,1 % | |||
| OPAL CAPITAL LLC | 1.814.308 $ | |||||||||||
| MGO ONE SEVEN LLC | 1.813.050 $ | +546.629 $ | +43,2 % | 1.266.421 $ | +419.707 $ | +49,6 % | 846.714 $ | +339.718 $ | +67,0 % | |||
| Beaumont Financial Advisors, LLC | 1.670.305 $ | -99.493 $ | -5,6 % | 1.769.798 $ | +10.090 $ | +0,6 % | 1.759.708 $ | -46.990 $ | -2,6 % | 1.806.698 $ | -205.750 $ | -10,2 % |
| Pine Harbor Wealth Management, LLC | 1.783.196 $ | +19.547 $ | +1,1 % | 1.763.649 $ | -32.456 $ | -1,8 % | 1.796.105 $ | -12.170 $ | -0,7 % | |||
| Marion Wealth Management | 1.777.922 $ | +231.881 $ | +15,0 % | 1.546.041 $ | +20.296 $ | +1,3 % | 1.525.745 $ | +112.686 $ | +8,0 % | 1.413.059 $ | +204.555 $ | +16,9 % |
| Arax Advisory Partners | 1.775.652 $ | +1.557.800 $ | +715,1 % | 217.852 $ | -1.163.723 $ | -84,2 % | 1.381.575 $ | +1.366.978 $ | +9.364,8 % | |||
| Lunt Capital Management, Inc. | 1.767.745 $ | +75.573 $ | +4,5 % | 1.692.172 $ | +1.477.138 $ | +686,9 % | 215.034 $ | |||||
| MN Wealth Advisors, LLC | 1.719.076 $ | +96.963 $ | +6,0 % | 1.622.113 $ | -137.452 $ | -7,8 % | 1.759.565 $ | -42.876 $ | -2,4 % | |||
| KINGSWOOD WEALTH ADVISORS, LLC | 1.759.276 $ | +70.129 $ | +4,2 % | 1.689.147 $ | +375.892 $ | +28,6 % | 1.313.255 $ | +197.725 $ | +17,7 % | |||
| Creative Planning | 1.750.340 $ | +119.830 $ | +7,3 % | 1.630.510 $ | +446.762 $ | +37,7 % | 1.183.748 $ | +354.913 $ | +42,8 % | |||
| Legacy Wealth Managment, LLC/ID | 1.324.838 $ | -420.609 $ | -24,1 % | 1.745.447 $ | +27.811 $ | +1,6 % | 1.717.636 $ | +189.746 $ | +12,4 % | |||
| Spire Wealth Management | 1.745.064 $ | +65.162 $ | +3,9 % | 1.679.902 $ | +135.814 $ | +8,8 % | 1.544.088 $ | +1.468.220 $ | +1.935,2 % | |||
| TriaGen Wealth Management LLC | 1.742.564 $ | +77.583 $ | +4,7 % | 1.664.981 $ | +5.723 $ | +0,3 % | 1.659.258 $ | -8.814 $ | -0,5 % | 1.668.072 $ | -2.674 $ | -0,2 % |
| Diversify Advisory Services, LLC | 1.730.257 $ | +337.910 $ | +24,3 % | 1.392.347 $ | -53.095 $ | -3,7 % | 1.445.442 $ | -2.184.386 $ | -60,2 % | |||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1.730.257 $ | +337.910 $ | +24,3 % | 1.392.347 $ | +152.851 $ | +12,3 % | 1.239.496 $ | |||||
| Linscomb Wealth, Inc. | 1.724.398 $ | +479.197 $ | +38,5 % | 1.245.201 $ | ||||||||
| Mattson Financial Services, LLC | 1.720.803 $ | -1.039.617 $ | -37,7 % | |||||||||
| Clear Point Advisors Inc. | 1.715.689 $ | +33.693 $ | +2,0 % | 1.681.996 $ | +186.916 $ | +12,5 % | ||||||
| Everest Financial Group LLC | 1.713.835 $ | +182.078 $ | +11,9 % | 1.531.757 $ | +82.776 $ | +5,7 % | 1.448.981 $ | |||||
| SIERRA OCEAN, LLC | 1.704.026 $ | +172.926 $ | +11,3 % | 1.531.100 $ | +49.451 $ | +3,3 % | 1.481.649 $ | +116.708 $ | +8,6 % | |||
| Saxony Capital Management, LLC | 954.962 $ | +1.414 $ | +0,1 % | 953.548 $ | -546.216 $ | -36,4 % | 1.499.764 $ | -186.759 $ | -11,1 % | 1.686.523 $ | -1.680.358 $ | -49,9 % |
| Krilogy Financial LLC | 1.619.461 $ | +11.679 $ | +0,7 % | 1.607.782 $ | -43.493 $ | -2,6 % | 1.651.275 $ | -7.869 $ | -0,5 % | 1.659.144 $ | -3.774 $ | -0,2 % |
| MassMutual Private Wealth & Trust, FSB | 5.365 $ | -767.942 $ | -99,3 % | 773.307 $ | -796.045 $ | -50,7 % | 1.569.352 $ | -81.187 $ | -4,9 % | 1.650.539 $ | -34.630 $ | -2,1 % |
| Carter Financial, LLC | 1.647.195 $ | +364.506 $ | +28,4 % | 1.282.689 $ | +529.467 $ | +70,3 % | 753.222 $ | |||||
| Prospera Financial Services Inc | 899.421 $ | -744.411 $ | -45,3 % | 1.643.832 $ | +480.039 $ | +41,2 % | 1.163.793 $ | +138.110 $ | +13,5 % | |||
| Key FInancial Inc | 1.636.382 $ | +658.495 $ | +67,3 % | 977.887 $ | +711.569 $ | +267,2 % | 266.318 $ | +77.651 $ | +41,2 % | |||
| Timmons Wealth Management, LLC | 400.769 $ | -1.234.309 $ | -75,5 % | 1.635.078 $ | +2.419 $ | +0,1 % | 1.632.659 $ | |||||
| Total Wealth Planning, LLC | 1.628.508 $ | -28.505.661 $ | -94,6 % | |||||||||
| RTD Financial Advisors, Inc. | 1.628.331 $ | |||||||||||
| Brown Financial Advisors | 1.615.046 $ | -2.010.069 $ | -55,4 % | |||||||||
| HICKS CAPITAL MANAGEMENT LLC | 1.603.915 $ | +0 $ | +0,0 % | 1.603.915 $ | +67.996 $ | +4,4 % | 1.535.919 $ | +480.014 $ | +45,5 % | 1.055.905 $ | +66.020 $ | +6,7 % |
| Kooman & Associates | 1.359.599 $ | -177.932 $ | -11,6 % | 1.537.531 $ | +42.080 $ | +2,8 % | 1.495.451 $ | -108.379 $ | -6,8 % | 1.603.830 $ | -51.132 $ | -3,1 % |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.597.959 $ | +185.237 $ | +13,1 % | 1.412.722 $ | -30.799 $ | -2,1 % | ||||||
| Rothschild Wealth LLC | 1.562.239 $ | +197.060 $ | +14,4 % | 1.365.179 $ | +30.839 $ | +2,3 % | 1.334.340 $ | |||||
| Freedom Investment Management, Inc. | 1.556.843 $ | +20.713 $ | +1,3 % | 1.536.130 $ | +42.892 $ | +2,9 % | 1.493.238 $ | -353.861 $ | -19,2 % | |||
| Valeo Financial Advisors, LLC | 1.553.270 $ | |||||||||||
| Keating Financial Advisory Services, Inc. | 1.551.270 $ | +670.517 $ | +76,1 % | 880.753 $ | +298.294 $ | +51,2 % | 582.459 $ | |||||
| Boyce & Associates Wealth Consulting, Inc. | 1.428.175 $ | -118.015 $ | -7,6 % | 1.546.190 $ | +36.622 $ | +2,4 % | 1.509.568 $ | +63.882 $ | +4,4 % | 1.445.686 $ | -2.450 $ | -0,2 % |
| Seascape Capital Management | 1.545.000 $ | +20.000 $ | +1,3 % | 1.525.000 $ | +717.000 $ | +88,7 % | 808.000 $ | +202.000 $ | +33,3 % | |||
| Marshall Financial Group, LLC | 1.524.462 $ | +20.013 $ | +1,3 % | 1.504.449 $ | -15.349 $ | -1,0 % | 1.519.798 $ | +254.241 $ | +20,1 % | |||
| Weil Company, Inc. | 1.523.734 $ | |||||||||||
| Lionsbridge Wealth Management LLC | 468.532 $ | -532.618 $ | -53,2 % | 1.001.150 $ | -515.248 $ | -34,0 % | 1.516.398 $ | -256.997 $ | -14,5 % | |||
| Inscription Capital, LLC | 1.509.963 $ | +24.395 $ | +1,6 % | 1.485.568 $ | -10.697 $ | -0,7 % | 1.496.265 $ | |||||
| STEPHENS INC /AR/ | 823.249 $ | +34.554 $ | +4,4 % | 788.695 $ | -694.929 $ | -46,8 % | 1.483.624 $ | +255.449 $ | +20,8 % | |||
| Talisman Wealth Advisors LLC | 1.476.321 $ | |||||||||||
| Cauble & Harre Wealth Management, Inc. | 1.057.638 $ | +18.599 $ | +1,8 % | 1.039.039 $ | -436.213 $ | -29,6 % | 1.475.252 $ | |||||
| Balanced Rock Investment Advisors LLC | 1.464.231 $ | +109.777 $ | +8,1 % | 1.354.454 $ | +16.470 $ | +1,2 % | 1.337.984 $ | +47.024 $ | +3,6 % | |||
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.011.884 $ | -429.096 $ | -29,8 % | 1.440.980 $ | +1.240.184 $ | +617,6 % | 200.796 $ | -30.967 $ | -13,4 % | 231.763 $ | ||
| Freedom Financial Partners LLC | 663.965 $ | -26.956 $ | -3,9 % | 690.921 $ | -160.097 $ | -18,8 % | 851.018 $ | -582.429 $ | -40,6 % | 1.433.447 $ | -971.646 $ | -40,4 % |
| Rooted Wealth Advisors, Inc. | 1.433.205 $ | +119.570 $ | +9,1 % | 1.313.635 $ | +187.499 $ | +16,6 % | ||||||
| Marks Group Wealth Management, Inc | 1.420.373 $ | +20.785 $ | +1,5 % | 1.399.588 $ | +1.000.609 $ | +250,8 % | 398.979 $ | +19.444 $ | +5,1 % | |||
| Sequent Planning LLC | 1.404.187 $ | +217.316 $ | +18,3 % | 1.186.871 $ | +425.155 $ | +55,8 % | 761.716 $ | +206.715 $ | +37,2 % | |||
| BCGM Wealth Management, LLC | 968.159 $ | -408.181 $ | -29,7 % | 1.376.340 $ | -21.348 $ | -1,5 % | 1.397.688 $ | +15.169 $ | +1,1 % | |||
| Bedel Financial Consulting, Inc. | 1.390.053 $ | +41.623 $ | +3,1 % | 1.348.430 $ | +101.488 $ | +8,1 % | 1.246.942 $ | +5.406 $ | +0,4 % | |||
| COZAD ASSET MANAGEMENT INC | 1.388.640 $ | +420.791 $ | +43,5 % | 967.849 $ | -38.100 $ | -3,8 % | 1.005.949 $ | +21.654 $ | +2,2 % | |||
| Helium Advisors LLC | 1.375.592 $ | +519.109 $ | +60,6 % | 856.483 $ | -94.807 $ | -10,0 % | 951.290 $ | +687.312 $ | +260,4 % | |||
| Conrad Siegel Investment Advisors, Inc. | 1.368.849 $ | +261.388 $ | +23,6 % | 1.107.461 $ | +613.834 $ | +124,4 % | 493.627 $ | +83.941 $ | +20,5 % | 409.686 $ | +1.483 $ | +0,4 % |
| WEALTH ALLIANCE, LLC | 1.349.881 $ | -11.123 $ | -0,8 % | 1.361.004 $ | +730.069 $ | +115,7 % | 630.935 $ | |||||
| Tandem Financial, LLC | 1.360.288 $ | +100.831 $ | +8,0 % | 1.259.457 $ | +753.949 $ | +149,1 % | ||||||
| FAS Wealth Partners, Inc. | 1.357.382 $ | +96.938 $ | +7,7 % | 1.260.444 $ | +13.509 $ | +1,1 % | 1.246.935 $ | +215.070 $ | +20,8 % | |||
| XY Planning Network, Inc. | 1.342.260 $ | +457.816 $ | +51,8 % | 884.444 $ | ||||||||
| Synergy Investment Management, LLC | 1.341.556 $ | +28.564 $ | +2,2 % | 1.312.992 $ | +220.575 $ | +20,2 % | 1.092.417 $ | +169.674 $ | +18,4 % | |||
| Semus Wealth Partners LLC | 1.335.028 $ | +43.530 $ | +3,4 % | 1.291.498 $ | +71.827 $ | +5,9 % | 1.219.671 $ | -46.894 $ | -3,7 % | 1.266.565 $ | +29.325 $ | +2,4 % |
| Tradewinds, LLC. | 1.323.256 $ | +442.793 $ | +50,3 % | 880.463 $ | +18.953 $ | +2,2 % | ||||||
| Medallion Wealth Advisors, LLC | 526.570 $ | -788.951 $ | -60,0 % | 1.315.521 $ | +12.464 $ | +1,0 % | 1.303.057 $ | +112.265 $ | +9,4 % | |||
| Bernicke Wealth Management, Ltd. | 1.181.528 $ | -132.109 $ | -10,1 % | 1.313.637 $ | +18.514 $ | +1,4 % | 1.295.123 $ | |||||
| Pure Financial Advisors, LLC | 1.311.511 $ | -65 $ | -0,0 % | 1.311.576 $ | +15.535 $ | +1,2 % | 1.296.041 $ | -16.530 $ | -1,3 % | |||
| Cyr Financial Inc. | 1.295.080 $ | +3.073 $ | +0,2 % | 1.292.007 $ | +29.660 $ | +2,3 % | 1.262.347 $ | +157.811 $ | +14,3 % | 1.104.536 $ | +124.358 $ | +12,7 % |
| Sand Hill Global Advisors, LLC | 1.003.374 $ | -131.399 $ | -11,6 % | 1.134.773 $ | -146.210 $ | -11,4 % | 1.280.983 $ | +115.328 $ | +9,9 % | |||
| High Net Worth Advisory Group LLC | 1.277.000 $ | +27.631 $ | +2,2 % | 1.249.369 $ | +236.995 $ | +23,4 % | 1.012.374 $ | +303.422 $ | +42,8 % | |||
| Ausdal Financial Partners, Inc. | 1.276.662 $ | +60.515 $ | +5,0 % | 1.216.147 $ | +440.244 $ | +56,7 % | 775.903 $ | -53.293 $ | -6,4 % | |||
| NWF Advisory Services Inc. | 708.038 $ | -564.669 $ | -44,4 % | 1.272.707 $ | +155.531 $ | +13,9 % | 1.117.176 $ | -110.835 $ | -9,0 % | 1.228.011 $ | +207.205 $ | +20,3 % |
| TRUSTMARK BANK TRUST DEPARTMENT | 1.270.385 $ | +15.881 $ | +1,3 % | 1.254.504 $ | -18.102 $ | -1,4 % | 1.272.606 $ | +332.451 $ | +35,4 % | |||
| Wayfinding Financial, LLC | 688.000 $ | -561.000 $ | -44,9 % | 1.249.000 $ | -16.000 $ | -1,3 % | 1.265.000 $ | +14.000 $ | +1,1 % | |||
| Dorsey & Whitney Trust CO LLC | 1.233.703 $ | -30.544 $ | -2,4 % | 1.264.247 $ | +171.427 $ | +15,7 % | 1.092.820 $ | +55.662 $ | +5,4 % | |||
| Argent Trust Co | 1.098.995 $ | +12.047 $ | +1,1 % | 1.086.948 $ | -174.333 $ | -13,8 % | 1.261.281 $ | +124.569 $ | +11,0 % | |||
| First Bank & Trust | 1.258.191 $ | +215.040 $ | +20,6 % | 1.043.151 $ | +506.037 $ | +94,2 % | 537.114 $ | +249.589 $ | +86,8 % | 287.525 $ | ||
| HBW ADVISORY SERVICES LLC | 1.100.670 $ | -29.708 $ | -2,6 % | 1.130.378 $ | +12.712 $ | +1,1 % | 1.117.666 $ | -140.053 $ | -11,1 % | 1.257.719 $ | +204.459 $ | +19,4 % |
| BOSTON FAMILY OFFICE LLC | 933.000 $ | -320.000 $ | -25,5 % | 1.253.000 $ | +206.000 $ | +19,7 % | 1.047.000 $ | +148.000 $ | +16,5 % | |||
| INNEALTA CAPITAL, LLC | 1.243.852 $ | +6.988 $ | +0,6 % | 1.236.864 $ | +578.294 $ | +87,8 % | 658.570 $ | -714.613 $ | -52,0 % | |||
| Rossby Financial, LCC | 1.233.478 $ | +36.773 $ | +3,1 % | 1.196.705 $ | +1.187.164 $ | +12.442,8 % | 9.541 $ | -43 $ | -0,4 % | |||
| INSIGNEO ADVISORY SERVICES, LLC | 1.230.350 $ | +733.070 $ | +147,4 % | 497.280 $ | -13.896 $ | -2,7 % | 511.176 $ | |||||
| Forum Private Client Group LLC | 1.217.955 $ | +38.798 $ | +3,3 % | 1.179.157 $ | +204.131 $ | +20,9 % | 975.026 $ | +18.569 $ | +1,9 % | |||
| ORG Partners LLC | 1.205.327 $ | +363.755 $ | +43,2 % | |||||||||
| Mechanics Bank Trust Department | 1.146.146 $ | -34.476 $ | -2,9 % | 1.180.622 $ | +42.385 $ | +3,7 % | 1.138.237 $ | -64.810 $ | -5,4 % | 1.203.047 $ | +33.047 $ | +2,8 % |
| NVWM, LLC | 1.044.675 $ | -94.656 $ | -8,3 % | 1.139.331 $ | -59.812 $ | -5,0 % | 1.199.143 $ | +245.142 $ | +25,7 % | 954.001 $ | +55.961 $ | +6,2 % |
| Madison Wealth Partners, Inc | 1.198.561 $ | +135.898 $ | +12,8 % | 1.062.663 $ | +8.128 $ | +0,8 % | 1.054.535 $ | +37.823 $ | +3,7 % | |||
| Clearstead Advisors, LLC | 1.196.052 $ | |||||||||||
| Qube Research & Technologies Ltd | 863.654 $ | +837.008 $ | +3.141,2 % | 26.646 $ | -1.167.667 $ | -97,8 % | 1.194.313 $ | -668.325 $ | -35,9 % | |||
| Axis Wealth Partners, LLC | 1.191.557 $ | +72.348 $ | +6,5 % | 1.119.209 $ | +149.010 $ | +15,4 % | 970.199 $ | +58.443 $ | +6,4 % | |||
| Simmons Bank | 1.181.838 $ | +451.223 $ | +61,8 % | 730.615 $ | +525.679 $ | +256,5 % | 204.936 $ | |||||
| Allied Private Wealth LLC | 1.178.806 $ | |||||||||||
| Allen Capital Group, LLC | 1.167.647 $ | +79.707 $ | +7,3 % | 1.087.940 $ | -45.090 $ | -4,0 % | 1.133.030 $ | +108.045 $ | +10,5 % | |||
| Forthright Family Wealth Advisory LLC | 1.139.674 $ | -27.105 $ | -2,3 % | 1.166.779 $ | +79.828 $ | +7,3 % | ||||||
| GeoWealth Management, LLC | 1.003.440 $ | -155.347 $ | -13,4 % | 1.158.787 $ | +753.970 $ | +186,2 % | 404.817 $ | -217.977 $ | -35,0 % | |||
| Immaculate Wealth Management LLC | 954.634 $ | -195.286 $ | -17,0 % | 1.149.920 $ | ||||||||
| Milestone Investment Advisors LLC | 1.140.459 $ | +58.056 $ | +5,4 % | 1.082.403 $ | +12.853 $ | +1,2 % | 1.069.550 $ | +193.526 $ | +22,1 % | |||
| VISTA INVESTMENT MANAGEMENT | 1.115.626 $ | -1.101 $ | -0,1 % | 1.116.727 $ | -11.392 $ | -1,0 % | 1.128.119 $ | +8.240 $ | +0,7 % | |||
| FF Advisors,LLC | 622.299 $ | -500.925 $ | -44,6 % | 1.123.224 $ | +6.732 $ | +0,6 % | 1.116.492 $ | |||||
| M Holdings Securities, Inc. | 1.119.000 $ | +40.000 $ | +3,7 % | 1.079.000 $ | +285.000 $ | +35,9 % | 794.000 $ | |||||
| SageView Advisory Group, LLC | 872.822 $ | -91.269 $ | -9,5 % | 964.091 $ | -151.257 $ | -13,6 % | 1.115.348 $ | +95.842 $ | +9,4 % | |||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.113.443 $ | +51.055 $ | +4,8 % | 1.062.388 $ | +619.565 $ | +139,9 % | 442.823 $ | -905.495 $ | -67,2 % | |||
| PAX Financial Group, LLC | 1.112.942 $ | +212.482 $ | +23,6 % | 900.460 $ | +292.842 $ | +48,2 % | 607.618 $ | +38.905 $ | +6,8 % | |||
| Integrity Investment Advisors, LLC | 931.317 $ | -61.826 $ | -6,2 % | 993.143 $ | -116.239 $ | -10,5 % | 1.109.382 $ | -3.104.898 $ | -73,7 % | |||
| VestGen Advisors, LLC | 1.045.671 $ | +1.620 $ | +0,2 % | 1.044.051 $ | -53.769 $ | -4,9 % | 1.097.820 $ | -2.570.087 $ | -70,1 % | |||
| LAKE STREET PRIVATE WEALTH, LLC | 309.270 $ | -515.804 $ | -62,5 % | 825.074 $ | -268.295 $ | -24,5 % | 1.093.369 $ | +235.584 $ | +27,5 % | 857.785 $ | +9.779 $ | +1,2 % |
| Boyd Wealth Management, LLC | 1.031.582 $ | -58.412 $ | -5,4 % | 1.089.994 $ | +627.137 $ | +135,5 % | 462.857 $ | |||||
| JSF Financial, LLC | 1.082.611 $ | +53.105 $ | +5,2 % | 1.029.506 $ | +57.455 $ | +5,9 % | 972.051 $ | -38.704 $ | -3,8 % | 1.010.755 $ | +25.085 $ | +2,5 % |
| ROCKLAND TRUST CO | 1.073.680 $ | +229.318 $ | +27,2 % | 844.362 $ | +232.815 $ | +38,1 % | 611.547 $ | +61.355 $ | +11,2 % | 550.192 $ | -36.916 $ | -6,3 % |
| Apollon Financial, LLC | 1.000.727 $ | +14.652 $ | +1,5 % | 986.075 $ | -85.117 $ | -7,9 % | 1.071.192 $ | +84.379 $ | +8,6 % | |||
| Aptus Capital Advisors, LLC | 1.066.032 $ | +303.527 $ | +39,8 % | 762.505 $ | -247.839 $ | -24,5 % | 1.010.344 $ | -154.496 $ | -13,3 % | |||
| First PREMIER Bank | 1.056.000 $ | +169.000 $ | +19,1 % | 887.000 $ | +135.000 $ | +18,0 % | 752.000 $ | +260.000 $ | +52,8 % | 492.000 $ | +73.000 $ | +17,4 % |
| SAXON INTERESTS, INC. | 1.054.866 $ | +26.097 $ | +2,5 % | 1.028.769 $ | -15.287 $ | -1,5 % | 1.044.056 $ | +1.266 $ | +0,1 % | |||
| UMB Bank, n.a. | 1.042.861 $ | +11.431 $ | +1,1 % | 1.031.430 $ | -18.980 $ | -1,8 % | 1.050.410 $ | |||||
| Arbor Investment Advisors, LLC | 1.042.761 $ | +256.918 $ | +32,7 % | 785.843 $ | -8.017 $ | -1,0 % | 793.860 $ | +393.686 $ | +98,4 % | |||
| King Wealth Management Group | 1.040.000 $ | |||||||||||
| Balentine LLC | 997.346 $ | +54.162 $ | +5,7 % | 943.184 $ | -94.585 $ | -9,1 % | 1.037.769 $ | +22.339 $ | +2,2 % | |||
| MEMBERS WEALTH LLC | 1.008.245 $ | -29.069 $ | -2,8 % | 1.037.314 $ | +162.468 $ | +18,6 % | 874.846 $ | +25.206 $ | +3,0 % | 849.640 $ | -34.719 $ | -3,9 % |
| PLANNING DIRECTIONS INC | 1.025.785 $ | +22.663 $ | +2,3 % | 1.003.122 $ | -1.267 $ | -0,1 % | 1.004.389 $ | +9.646 $ | +1,0 % | |||
| Wealth Enhancement Trust Services, Inc. | 969.205 $ | -56.457 $ | -5,5 % | 1.025.662 $ | +185.080 $ | +22,0 % | 840.582 $ | +687.466 $ | +449,0 % | 153.116 $ | ||
| Mascagni Wealth Management, Inc. | 1.022.435 $ | +72.717 $ | +7,7 % | 949.718 $ | +79.837 $ | +9,2 % | 869.881 $ | -4.095 $ | -0,5 % | |||
| CAMBIENT FAMILY OFFICE, LLC | 1.021.965 $ | +21.156 $ | +2,1 % | 1.000.809 $ | ||||||||
| Centurion Wealth Management LLC | 1.013.497 $ | +196.715 $ | +24,1 % | 816.782 $ | +40.232 $ | +5,2 % | 776.550 $ | +521.440 $ | +204,4 % | 255.110 $ | +152 $ | +0,1 % |
| PKS Advisory Services, LLC | 1.011.077 $ | +249.926 $ | +32,8 % | 761.151 $ | +10.343 $ | +1,4 % | 750.808 $ | +30.655 $ | +4,3 % | |||
| Perennial Advisors, LLC | 1.011.075 $ | +14.437 $ | +1,4 % | 996.638 $ | +54.326 $ | +5,8 % | 942.312 $ | +45.432 $ | +5,1 % | 896.880 $ | +262.219 $ | +41,3 % |
| CHOREO, LLC | 1.007.072 $ | +13.221 $ | +1,3 % | 993.851 $ | +308.253 $ | +45,0 % | 685.598 $ | +2.234 $ | +0,3 % | |||
| Focus Financial Network, Inc. | 610.635 $ | -35.637 $ | -5,5 % | 646.272 $ | -5.789 $ | -0,9 % | 652.061 $ | -354.820 $ | -35,2 % | 1.006.881 $ | +245.130 $ | +32,2 % |
| Collaborative Wealth Managment Inc. | 1.005.389 $ | +50.599 $ | +5,3 % | 954.790 $ | -17.096 $ | -1,8 % | 971.886 $ | +10.110 $ | +1,1 % | |||
| Johnson Bixby & Associates, LLC | 376.453 $ | -24.329 $ | -6,1 % | 400.782 $ | +5.261 $ | +1,3 % | 395.521 $ | -603.470 $ | -60,4 % | 998.991 $ | ||
| Garden State Investment Advisory Services LLC | 981.071 $ | +710.052 $ | +262,0 % | 271.019 $ | +55.497 $ | +25,8 % | 215.522 $ | +8.666 $ | +4,2 % | |||
| First Citizens Financial Corp | 221.498 $ | -424.120 $ | -65,7 % | 645.618 $ | -121.893 $ | -15,9 % | 767.511 $ | -202.203 $ | -20,9 % | 969.714 $ | -612.092 $ | -38,7 % |
| Crane Advisory, LLC | 954.039 $ | +136.733 $ | +16,7 % | 817.306 $ | +396.801 $ | +94,4 % | 420.505 $ | +5.715 $ | +1,4 % | 414.790 $ | +189.972 $ | +84,5 % |
| Strategic Wealth Advisors LLC | 927.000 $ | -13.000 $ | -1,4 % | 940.000 $ | +13.000 $ | +1,4 % | 927.000 $ | |||||
| Crossmark Global Holdings, Inc. | 938.775 $ | +21.579 $ | +2,4 % | 917.196 $ | +49.810 $ | +5,7 % | 867.386 $ | -34.201 $ | -3,8 % | 901.587 $ | -283.363 $ | -23,9 % |
| Brookwood Investment Group LLC | 811.544 $ | -105.223 $ | -11,5 % | 916.767 $ | -20.867 $ | -2,2 % | 937.634 $ | +227.622 $ | +32,1 % | |||
| Investment Advisory Group, LLC | 934.245 $ | +520.661 $ | +125,9 % | 413.584 $ | +13.455 $ | +3,4 % | 400.129 $ | +24.643 $ | +6,6 % | |||
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 931.590 $ | +50.591 $ | +5,7 % | 880.999 $ | -34.739 $ | -3,8 % | 915.738 $ | |||||
| Compass Wealth Management, LLC/GA | 923.899 $ | +17.248 $ | +1,9 % | 906.651 $ | -11.140 $ | -1,2 % | 917.791 $ | +106.549 $ | +13,1 % | |||
| WCG Wealth Advisors LLC | 892.369 $ | -31.046 $ | -3,4 % | 923.415 $ | ||||||||
| StrongBox Wealth, LLC | 262.596 $ | +3.448 $ | +1,3 % | 259.148 $ | -657.276 $ | -71,7 % | 916.424 $ | +101.990 $ | +12,5 % | |||
| Jefferies Financial Group Inc. | 908.417 $ | |||||||||||
| Harbor Asset Planning, Inc. | 896.402 $ | +134.609 $ | +17,7 % | 761.793 $ | +49.573 $ | +7,0 % | 712.220 $ | +61.564 $ | +9,5 % | |||
| Advisory Alpha, LLC | 221.156 $ | -664.381 $ | -75,0 % | 885.537 $ | +74.433 $ | +9,2 % | 811.104 $ | +25.095 $ | +3,2 % | |||
| Advisors Asset Management, Inc. | 880.454 $ | +31.936 $ | +3,8 % | 848.518 $ | +16.040 $ | +1,9 % | 832.478 $ | -28.734 $ | -3,3 % | |||
| J. R. Prunier Capital Management LLC | 871.305 $ | +355.304 $ | +68,9 % | 516.001 $ | ||||||||
| Tenzing Financial LLC | 869.105 $ | |||||||||||
| EHRLICH FINANCIAL GROUP | 860.764 $ | +91.150 $ | +11,8 % | 769.614 $ | -19.495 $ | -2,5 % | 789.109 $ | +203.516 $ | +34,8 % | 585.593 $ | +123.301 $ | +26,7 % |
| VISTA INVESTMENT PARTNERS II, LLC | 846.893 $ | +160.767 $ | +23,4 % | |||||||||
| Elevation Wealth Management LLC | 594.228 $ | -219.007 $ | -26,9 % | 813.235 $ | -31.243 $ | -3,7 % | 844.478 $ | |||||
| Narus Financial Partners, LLC | 354.967 $ | -338.179 $ | -48,8 % | 693.146 $ | -149.060 $ | -17,7 % | 842.206 $ | +106.154 $ | +14,4 % | 736.052 $ | -12.832 $ | -1,7 % |
| Mission Hills Financial Advisory, LLC | 604.475 $ | -227.343 $ | -27,3 % | 831.818 $ | +466.259 $ | +127,5 % | 365.559 $ | |||||
| Forum Finance Group S.A. | 831.000 $ | +438.000 $ | +111,5 % | 393.000 $ | ||||||||
| Prosperity Wealth Management, Inc. | 825.000 $ | +44.840 $ | +5,7 % | |||||||||
| Entelevest, LLC | 824.504 $ | +206.841 $ | +33,5 % | 617.663 $ | +250.982 $ | +68,4 % | 366.681 $ | |||||
| PCG Wealth Advisors, LLC | 312.721 $ | +45.128 $ | +16,9 % | 267.593 $ | -555.865 $ | -67,5 % | 823.458 $ | -1.723.567 $ | -67,7 % | |||
| Birchwood Financial Partners, Inc. | 812.030 $ | +177.232 $ | +27,9 % | 634.798 $ | +22.296 $ | +3,6 % | 612.502 $ | |||||
| WASHINGTON TRUST Co | 811.018 $ | +18.642 $ | +2,4 % | 792.376 $ | +309.919 $ | +64,2 % | 482.457 $ | |||||
| SECURED RETIREMENT ADVISORS, LLC | 808.524 $ | +15.159 $ | +1,9 % | 793.365 $ | +73.752 $ | +10,2 % | 719.613 $ | +2.245 $ | +0,3 % | |||
| Fortitude Advisory Group L.L.C. | 807.214 $ | +161.555 $ | +25,0 % | 645.659 $ | +365.605 $ | +130,5 % | 280.054 $ | |||||
| Mountain Capital Investment Advisors Inc. | 756.496 $ | +3.492 $ | +0,5 % | 753.004 $ | -51.670 $ | -6,4 % | 804.674 $ | +104.549 $ | +14,9 % | |||
| WNY Asset Management, LLC | 804.096 $ | +22.106 $ | +2,8 % | 781.990 $ | -551.151 $ | -41,3 % | ||||||
| Ameritas Investment Partners, Inc. | 795.922 $ | +43.877 $ | +5,8 % | 752.045 $ | ||||||||
| Financial Strategies Group, Inc. | 778.198 $ | +37.686 $ | +5,1 % | 740.512 $ | -2.438 $ | -0,3 % | 742.950 $ | +13.298 $ | +1,8 % | |||
| Redhawk Wealth Advisors, Inc. | 539.836 $ | -218.376 $ | -28,8 % | 758.212 $ | +89.666 $ | +13,4 % | 668.546 $ | +35.033 $ | +5,5 % | 633.513 $ | -576.717 $ | -47,7 % |
| D'Orazio & Associates, Inc. | 757.850 $ | +28.195 $ | +3,9 % | 729.655 $ | +6.949 $ | +1,0 % | 722.706 $ | -40.956 $ | -5,4 % | |||
| MTM FINANCIAL GROUP, LLC | 756.857 $ | +212.177 $ | +39,0 % | 544.680 $ | +125.208 $ | +29,8 % | 419.472 $ | +93.315 $ | +28,6 % | |||
| CIBC WORLD MARKET INC. | 742.801 $ | +10.151 $ | +1,4 % | 732.650 $ | ||||||||
| GAINLINE FINANCIAL PARTNERS, LLC | 741.596 $ | |||||||||||
| BNP PARIBAS FINANCIAL MARKETS | 740.880 $ | +733.431 $ | +9.846,0 % | 7.449 $ | +7.400 $ | +15.102,0 % | ||||||
| Heritage Wealth Management, Inc. | 738.632 $ | +136.968 $ | +22,8 % | 601.664 $ | +34.927 $ | +6,2 % | 566.737 $ | +126.850 $ | +28,8 % | |||
| Prosperity Consulting Group, LLC | 738.550 $ | +9.696 $ | +1,3 % | 728.854 $ | -7.436 $ | -1,0 % | 736.290 $ | +437 $ | +0,1 % | |||
| Betterment LLC | 731.000 $ | +97.000 $ | +15,3 % | 634.000 $ | +118.000 $ | +22,9 % | 516.000 $ | +259.000 $ | +100,8 % | |||
| Essex Financial Services, Inc. | 729.784 $ | +195.405 $ | +36,6 % | 534.379 $ | -17.237 $ | -3,1 % | 551.616 $ | +244.506 $ | +79,6 % | |||
| NORTHERN TRUST CORP | 533.650 $ | +20.653 $ | +4,0 % | 512.997 $ | -214.821 $ | -29,5 % | 727.818 $ | +258.734 $ | +55,2 % | |||
| JGP Wealth Management, LLC | 727.773 $ | |||||||||||
| TFB Advisors LLC | 724.407 $ | +148.870 $ | +25,9 % | |||||||||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 550.265 $ | -134.592 $ | -19,7 % | 684.857 $ | -38.814 $ | -5,4 % | 723.671 $ | -44.230 $ | -5,8 % | |||
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 716.740 $ | +53.715 $ | +8,1 % | 663.025 $ | +89.047 $ | +15,5 % | 573.978 $ | -23.093.048 $ | -97,6 % | |||
| LAUREL OAK WEALTH MANAGEMENT, LLC | 715.654 $ | +331.483 $ | +86,3 % | 384.171 $ | +5.044 $ | +1,3 % | 379.127 $ | -54.368 $ | -12,5 % | 433.495 $ | ||
| Balefire, LLC | 714.742 $ | +417.397 $ | +140,4 % | 297.345 $ | +16.001 $ | +5,7 % | 281.344 $ | -1.860 $ | -0,7 % | 283.204 $ | ||
| Soundwatch Capital LLC | 711.077 $ | +133.267 $ | +23,1 % | 577.810 $ | ||||||||
| Nuveen, LLC | 699.318 $ | |||||||||||
| PFW Advisors LLC | 690.862 $ | |||||||||||
| Sunflower Bank, N.A. | 461.791 $ | -141.793 $ | -23,5 % | 603.584 $ | -74.612 $ | -11,0 % | 678.196 $ | -544.269 $ | -44,5 % | |||
| Gallagher Fiduciary Advisors, LLC | 359.675 $ | -316.609 $ | -46,8 % | 676.284 $ | +18.693 $ | +2,8 % | 657.591 $ | +125.199 $ | +23,5 % | |||
| Lifestyle Asset Management, Inc. | 674.978 $ | +21.709 $ | +3,3 % | 653.269 $ | +55.399 $ | +9,3 % | 597.870 $ | +5.403 $ | +0,9 % | |||
| CoreCap Advisors, LLC | 673.600 $ | +106.664 $ | +18,8 % | 566.936 $ | +36.539 $ | +6,9 % | 530.397 $ | +30.021 $ | +6,0 % | 500.376 $ | +68.821 $ | +15,9 % |
| Barnes Wealth Management Group, Inc | 664.625 $ | +16.566 $ | +2,6 % | 648.059 $ | -1.733 $ | -0,3 % | 649.792 $ | -31.526 $ | -4,6 % | |||
| TWO SIGMA INVESTMENTS, LP | 663.255 $ | |||||||||||
| MERCER GLOBAL ADVISORS INC /ADV | 659.146 $ | +282.921 $ | +75,2 % | 376.225 $ | ||||||||
| Crews Bank & Trust | 657.263 $ | +18.172 $ | +2,8 % | 639.091 $ | -9.845 $ | -1,5 % | 648.936 $ | -3.439 $ | -0,5 % | |||
| Facet Wealth, Inc. | 651.764 $ | +8.675 $ | +1,3 % | |||||||||
| GENESIS PRIVATE WEALTH, LLC | 648.050 $ | +32.739 $ | +5,3 % | 615.311 $ | +2.755 $ | +0,4 % | 612.556 $ | +7.834 $ | +1,3 % | |||
| ELEVATION POINT WEALTH PARTNERS, LLC | 609.814 $ | -17.493 $ | -2,8 % | 627.307 $ | -19.861 $ | -3,1 % | 647.168 $ | +9.745 $ | +1,5 % | |||
| Nicht ausgewiesen | 634.062 $ | -8.017 $ | -1,2 % | 642.079 $ | +5.619 $ | +0,9 % | 636.460 $ | +86.589 $ | +15,7 % | |||
| RED REEF ADVISORS LLC | 509.032 $ | -112.094 $ | -18,0 % | 621.126 $ | -6.337 $ | -1,0 % | 627.463 $ | |||||
| Dakota Wealth Management | 617.829 $ | +140.942 $ | +29,6 % | 476.887 $ | -51.993 $ | -9,8 % | 528.880 $ | |||||
| Essex Bank | 362.033 $ | +8.323 $ | +2,4 % | 353.710 $ | +19.261 $ | +5,8 % | 334.449 $ | -282.482 $ | -45,8 % | 616.931 $ | +45.126 $ | +7,9 % |
| Capstone Wealth Management Group, Inc. | 602.668 $ | +37.586 $ | +6,7 % | 565.082 $ | ||||||||
| DRIVE WEALTH MANAGEMENT, LLC | 577.200 $ | -22.130 $ | -3,7 % | 599.330 $ | +102.871 $ | +20,7 % | 496.459 $ | +149.920 $ | +43,3 % | |||
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 548.847 $ | -36.486 $ | -6,2 % | 585.333 $ | -5.972 $ | -1,0 % | 591.305 $ | -59.102 $ | -9,1 % | |||
| ORBA Wealth Advisors, L.L.C. | 585.982 $ | +212.246 $ | +56,8 % | 373.736 $ | ||||||||
| CAP Partners, LLC | 580.215 $ | +13.323 $ | +2,4 % | 566.892 $ | +12.532 $ | +2,3 % | 554.360 $ | -9.213 $ | -1,6 % | 563.573 $ | +30.013 $ | +5,6 % |
| Ancora Advisors LLC | 187.534 $ | -224.805 $ | -54,5 % | 412.339 $ | -167.303 $ | -28,9 % | 579.642 $ | +58.797 $ | +11,3 % | |||
| HAZLETT, BURT & WATSON, INC. | 573.000 $ | +51.000 $ | +9,8 % | 522.000 $ | +203.000 $ | +63,6 % | 319.000 $ | +41.000 $ | +14,7 % | |||
| Ankerstar Wealth, LLC | 564.428 $ | +204.998 $ | +57,0 % | 359.430 $ | -150.487 $ | -29,5 % | 509.917 $ | |||||
| BOYUM WEALTH ARCHITECTS LLC | 551.361 $ | -11.682 $ | -2,1 % | 563.043 $ | ||||||||
| Aurdan Capital Management, LLC | 562.881 $ | |||||||||||
| OPTIMA CAPITAL LLC | 525.713 $ | +31.124 $ | +6,3 % | 494.589 $ | -67.723 $ | -12,0 % | 562.312 $ | +141.374 $ | +33,6 % | |||
| AlphaCore Capital LLC | 337.213 $ | -151.987 $ | -31,1 % | 489.200 $ | -72.652 $ | -12,9 % | 561.852 $ | +378.006 $ | +205,6 % | |||
| Global Wealth Management Investment Advisory, Inc. | 560.548 $ | +160.778 $ | +40,2 % | 399.770 $ | ||||||||
| Capstone Wealth Management Group LLC | 557.697 $ | +172.372 $ | +44,7 % | 385.325 $ | ||||||||
| SWMG, LLC | 536.129 $ | +10.920 $ | +2,1 % | 525.209 $ | -28.893 $ | -5,2 % | 554.102 $ | +5.076 $ | +0,9 % | |||
| Private Wealth Partners, LLC | 553.360 $ | +12.720 $ | +2,4 % | 540.640 $ | +29.360 $ | +5,7 % | 511.280 $ | -20.160 $ | -3,8 % | 531.440 $ | +11.440 $ | +2,2 % |
| 3Chopt Investment Partners, LLC | 338.153 $ | -199.868 $ | -37,1 % | 538.021 $ | -9.700 $ | -1,8 % | 547.721 $ | +13.083 $ | +2,4 % | |||
| Mallini Complete Financial Planning LLC | 504.348 $ | -32.595 $ | -6,1 % | 536.943 $ | +7.049 $ | +1,3 % | 529.894 $ | -5.406 $ | -1,0 % | 535.300 $ | +318 $ | +0,1 % |
| EARNED WEALTH ADVISORS, LLC | 536.762 $ | +77.456 $ | +16,9 % | 459.306 $ | +18.307 $ | +4,2 % | 440.999 $ | |||||
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 532.880 $ | -1.844.387 $ | -77,6 % | |||||||||
| Peck Wealth Management, LLC | 342.428 $ | -184.007 $ | -35,0 % | 526.435 $ | -3.910 $ | -0,7 % | 530.345 $ | +249.647 $ | +88,9 % | |||
| FIRETHORN WEALTH PARTNERS, LLC | 324.498 $ | -186.127 $ | -36,5 % | 510.625 $ | -19.249 $ | -3,6 % | 529.874 $ | -58.367 $ | -9,9 % | |||
| Vawter Financial, Ltd. | 332.854 $ | -170.595 $ | -33,9 % | 503.449 $ | -25.236 $ | -4,8 % | 528.685 $ | +315 $ | +0,1 % | |||
| Clearstead Trust, LLC | 527.530 $ | +87.893 $ | +20,0 % | 439.637 $ | -17.335 $ | -3,8 % | 456.972 $ | +24.267 $ | +5,6 % | |||
| BLAIR WILLIAM & CO/IL | 367.681 $ | +55.025 $ | +17,6 % | 312.656 $ | -209.553 $ | -40,1 % | 522.209 $ | +65.455 $ | +14,3 % | |||
| American Trust Investment Advisors, LLC | 518.119 $ | |||||||||||
| Blue Water Asset Management | 515.466 $ | +50.521 $ | +10,9 % | 464.945 $ | -590 $ | -0,1 % | 465.535 $ | |||||
| GGM Financial LLC | 473.288 $ | -42.113 $ | -8,2 % | 515.401 $ | +23.678 $ | +4,8 % | 491.723 $ | +68.946 $ | +16,3 % | |||
| Core Wealth Partners LLC | 515.088 $ | +28.747 $ | +5,9 % | 486.341 $ | -18.628 $ | -3,7 % | 504.969 $ | |||||
| Bank of Marin | 229.772 $ | -257.030 $ | -52,8 % | 486.802 $ | -20.191 $ | -4,0 % | 506.993 $ | +10.913 $ | +2,2 % | |||
| BlueChip Wealth Advisors LLC | 506.550 $ | |||||||||||
| BANK OF MONTREAL /CAN/ | 495.247 $ | +50.337 $ | +11,3 % | 444.910 $ | -8.675 $ | -1,9 % | 453.585 $ | +324.938 $ | +252,6 % | |||
| ROMAN BUTLER FULLERTON & CO | 491.356 $ | +142.138 $ | +40,7 % | 349.218 $ | +13.081 $ | +3,9 % | 336.137 $ | +54.524 $ | +19,4 % | |||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 392.880 $ | -96.272 $ | -19,7 % | 489.152 $ | ||||||||
| Athena Wealth Management, LLC | 287.285 $ | +2.754 $ | +1,0 % | 284.531 $ | -18.633 $ | -6,1 % | 303.164 $ | -184.669 $ | -37,9 % | 487.833 $ | ||
| SMITH, MOORE & CO. | 312.838 $ | +45.144 $ | +16,9 % | 267.694 $ | -220.069 $ | -45,1 % | 487.763 $ | -62.686 $ | -11,4 % | |||
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 284.377 $ | +38.476 $ | +15,6 % | 245.901 $ | -239.409 $ | -49,3 % | 485.310 $ | +4.741 $ | +1,0 % | |||
| AQR CAPITAL MANAGEMENT LLC | 236.479 $ | -244.493 $ | -50,8 % | 480.972 $ | +213.458 $ | +79,8 % | 267.514 $ | |||||
| QUADRANT CAPITAL GROUP LLC | 412.343 $ | -23.898 $ | -5,5 % | 436.241 $ | -40.608 $ | -8,5 % | 476.849 $ | +7.363 $ | +1,6 % | 469.486 $ | +34.838 $ | +8,0 % |
| BEACON FINANCIAL GROUP | 475.052 $ | |||||||||||
| BLVD Private Wealth, LLC | 465.445 $ | +10.699 $ | +2,4 % | 454.746 $ | +24.696 $ | +5,7 % | 430.050 $ | -44.393 $ | -9,4 % | 474.443 $ | -18.842 $ | -3,8 % |
| FINANCIAL LIFE ADVISORS | 470.509 $ | |||||||||||
| Privatperson | 427.677 $ | -35.622 $ | -7,7 % | 463.299 $ | -7.043 $ | -1,5 % | 470.342 $ | |||||
| Mason & Associates Inc | 361.677 $ | -106.055 $ | -22,7 % | 467.732 $ | +5.707 $ | +1,2 % | 462.025 $ | -230.322 $ | -33,3 % | |||
| GTS SECURITIES LLC | 467.118 $ | +225.097 $ | +93,0 % | 242.021 $ | -4.232.798 $ | -94,6 % | ||||||
| LeClair Wealth Partners LLC | 464.945 $ | |||||||||||
| Emergent Wealth Advisors, LLC | 238.888 $ | -220.908 $ | -48,0 % | 459.796 $ | +44.614 $ | +10,7 % | 415.182 $ | |||||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 457.100 $ | |||||||||||
| NICOLET BANKSHARES INC | 455.692 $ | +5.982 $ | +1,3 % | 449.710 $ | ||||||||
| KFA Private Wealth Group, LLC | 452.348 $ | +174.683 $ | +62,9 % | 277.665 $ | +3.727 $ | +1,4 % | 273.938 $ | -20.338 $ | -6,9 % | 294.276 $ | +12.401 $ | +4,4 % |
| Modus Advisors, LLC | 452.096 $ | +28.544 $ | +6,7 % | 423.552 $ | ||||||||
| EWA, LLC | 420.813 $ | -8.677 $ | -2,0 % | 429.490 $ | -16.455 $ | -3,7 % | 445.945 $ | +10.438 $ | +2,4 % | |||
| Lewis Asset Management, LLC | 445.803 $ | +46.913 $ | +11,8 % | 398.890 $ | +27.267 $ | +7,3 % | 371.623 $ | +4.602 $ | +1,3 % | 367.021 $ | +14.278 $ | +4,0 % |
| CV Advisors LLC | 445.354 $ | |||||||||||
| Chris Bulman Inc | 444.694 $ | +10.222 $ | +2,4 % | 434.472 $ | ||||||||
| Global Financial Private Client, LLC | 360.894 $ | -79.298 $ | -18,0 % | 440.192 $ | +5.779 $ | +1,3 % | 434.413 $ | -9.482 $ | -2,1 % | 443.895 $ | -3.067 $ | -0,7 % |
| PDS Planning, Inc | 390.315 $ | -6.679 $ | -1,7 % | 396.994 $ | -39.379 $ | -9,0 % | 436.373 $ | +4.190 $ | +1,0 % | |||
| D.A. DAVIDSON & CO. | 436.140 $ | +55.716 $ | +14,6 % | 380.424 $ | +43.791 $ | +13,0 % | 336.633 $ | +98.465 $ | +41,3 % | |||
| CALTON & ASSOCIATES, INC. | 427.777 $ | +742 $ | +0,2 % | 427.035 $ | -4.235 $ | -1,0 % | 431.270 $ | +13.883 $ | +3,3 % | |||
| Putney Financial Group LLC | 428.085 $ | |||||||||||
| Gilman Hill Asset Management, LLC | 408.625 $ | -14.438 $ | -3,4 % | 423.063 $ | +4.638 $ | +1,1 % | 418.425 $ | -7.700 $ | -1,8 % | 426.125 $ | +33.885 $ | +8,6 % |
| RICHARDSON FINANCIAL SERVICES INC. | 222.350 $ | -161.771 $ | -42,1 % | 384.121 $ | -40.884 $ | -9,6 % | 425.005 $ | -36.509 $ | -7,9 % | |||
| Thayer Partners, LLC / MA | 421.429 $ | +22.886 $ | +5,7 % | 398.543 $ | ||||||||
| Concorde Asset Management, LLC | 420.867 $ | +10.496 $ | +2,6 % | |||||||||
| First Heartland Consultants, Inc. | 418.406 $ | +28.426 $ | +7,3 % | 389.980 $ | +107.708 $ | +38,2 % | 282.272 $ | +32.868 $ | +13,2 % | 249.404 $ | +32.949 $ | +15,2 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 210.623 $ | -207.454 $ | -49,6 % | 418.077 $ | +211.068 $ | +102,0 % | 207.009 $ | -2.112 $ | -1,0 % | 209.121 $ | ||
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 412.070 $ | +93.651 $ | +29,4 % | 318.419 $ | -26.098 $ | -7,6 % | 344.517 $ | +25.501 $ | +8,0 % | |||
| BURKE & HERBERT BANK & TRUST CO | 409.863 $ | +2.102 $ | +0,5 % | 407.761 $ | ||||||||
| SFAM, LLC | 407.317 $ | +58.778 $ | +16,9 % | 348.539 $ | +12.475 $ | +3,7 % | 336.064 $ | |||||
| Trademark Financial Management, LLC | 406.188 $ | |||||||||||
| CPWA, LLC | 400.994 $ | +511 $ | +0,1 % | 400.483 $ | ||||||||
| LUTS & GREENLEIGH GROUP, INC. | 399.123 $ | +57.594 $ | +16,9 % | 341.529 $ | +27.097 $ | +8,6 % | 314.432 $ | +30.519 $ | +10,7 % | |||
| Investor's Fiduciary Advisor Network, LLC | 398.000 $ | +5.000 $ | +1,3 % | 393.000 $ | ||||||||
| BROWN BROTHERS HARRIMAN & CO | 396.626 $ | +23.841 $ | +6,4 % | 372.785 $ | +11.807 $ | +3,3 % | 360.978 $ | +38.563 $ | +12,0 % | |||
| Kintra Investments, LLC | 394.998 $ | -18.012.962 $ | -97,9 % | |||||||||
| LM Advisors LLC | 393.000 $ | +385.232 $ | +4.959,2 % | 7.768 $ | -224.232 $ | -96,7 % | ||||||
| XP Advisory US, Inc. | 388.932 $ | |||||||||||
| WealthBridge Capital Management, LLC | 387.883 $ | |||||||||||
| W.H. Cornerstone Investments Inc. | 387.783 $ | +6.501 $ | +1,7 % | 381.282 $ | -3.508 $ | -0,9 % | 384.790 $ | +613 $ | +0,2 % | |||
| Meridian Financial Advisors, LLC | 382.210 $ | +7.768 $ | +2,1 % | 374.442 $ | +29.911 $ | +8,7 % | 344.531 $ | -3.515 $ | -1,0 % | 348.046 $ | +48.355 $ | +16,1 % |
| WHITTIER TRUST CO OF NEVADA INC | 381.825 $ | +41.717 $ | +12,3 % | 340.108 $ | +250.859 $ | +281,1 % | 89.249 $ | +14.723 $ | +19,8 % | |||
| Vision Retirement, LLC | 188.724 $ | +3.537 $ | +1,9 % | 185.187 $ | -196.243 $ | -51,4 % | 381.430 $ | |||||
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 380.475 $ | +20.662 $ | +5,7 % | 359.813 $ | -14.188 $ | -3,8 % | 374.001 $ | +60.051 $ | +19,1 % | |||
| Trust Co | 379.158 $ | +150.662 $ | +65,9 % | 228.496 $ | +7.037 $ | +3,2 % | 221.459 $ | +79.442 $ | +55,9 % | 142.017 $ | ||
| E6 Portfolios, LLC | 377.029 $ | |||||||||||
| Lionshead Wealth Management, LLC | 350.121 $ | -22.130 $ | -5,9 % | 372.251 $ | +5.377 $ | +1,5 % | 366.874 $ | +16.818 $ | +4,8 % | 350.056 $ | +42.276 $ | +13,7 % |
| ADAPT WEALTH ADVISORS, LLC | 371.622 $ | +20.181 $ | +5,7 % | 351.441 $ | -13.858 $ | -3,8 % | 365.299 $ | +7.864 $ | +2,2 % | |||
| Vantage Point Financial LLC | 371.381 $ | +122.734 $ | +49,4 % | 248.647 $ | ||||||||
| Wealthspire Advisors, LLC | 362.082 $ | +4.753 $ | +1,3 % | 357.329 $ | -11.220 $ | -3,0 % | 368.549 $ | +306.329 $ | +492,3 % | |||
| U.S. Capital Wealth Advisors, LLC | 235.003 $ | -130.062 $ | -35,6 % | 365.065 $ | -70.592 $ | -16,2 % | ||||||
| SeaCrest Wealth Management, LLC | 362.957 $ | +30.907 $ | +9,3 % | 332.050 $ | +120.082 $ | +56,7 % | 211.968 $ | |||||
| HRT FINANCIAL LP | 362.000 $ | -629.000 $ | -63,5 % | |||||||||
| Dynamic Financial Group | 360.029 $ | |||||||||||
| BlackRock, Inc. | 358.262 $ | +32.641 $ | +10,0 % | 325.621 $ | ||||||||
| Resurgent Financial Advisors LLC | 357.769 $ | +47.102 $ | +15,2 % | 310.667 $ | -4.012 $ | -1,3 % | 314.679 $ | -688.937 $ | -68,6 % | |||
| Westwood Wealth Management | 350.056 $ | |||||||||||
| Westmount Partners, LLC | 349.180 $ | |||||||||||
| Ascension Capital Advisors, Inc. | 326.757 $ | -22.372 $ | -6,4 % | 349.129 $ | ||||||||
| Ellis Investment Partners, LLC | 347.856 $ | +82.098 $ | +30,9 % | 265.758 $ | +35.499 $ | +15,4 % | 230.259 $ | +14.662 $ | +6,8 % | 215.597 $ | ||
| Hobart Private Capital, LLC | 229.010 $ | -115.883 $ | -33,6 % | 344.893 $ | -85.198 $ | -19,8 % | ||||||
| Evercore Wealth Management, LLC | 343.694 $ | +4.512 $ | +1,3 % | 339.182 $ | -3.460 $ | -1,0 % | 342.642 $ | |||||
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 341.254 $ | +17.513 $ | +5,4 % | 323.741 $ | +36.995 $ | +12,9 % | 286.746 $ | +10.903 $ | +4,0 % | |||
| World Investment Advisors | 287.846 $ | +0 $ | +0,0 % | 287.846 $ | -52.645 $ | -15,5 % | 340.491 $ | -13.691 $ | -3,9 % | |||
| Whipplewood Advisors, LLC | 23.241 $ | -56.166 $ | -70,7 % | 79.407 $ | -253.053 $ | -76,1 % | 332.460 $ | -6.134 $ | -1,8 % | 338.594 $ | +75.994 $ | +28,9 % |
| Alliance Wealth Advisors, LLC | 335.475 $ | +75.292 $ | +28,9 % | 260.183 $ | ||||||||
| Keystone Financial Group | 294.823 $ | -40.247 $ | -12,0 % | 335.070 $ | ||||||||
| Legacy CG, LLC | 331.818 $ | +18.020 $ | +5,7 % | 313.798 $ | -12.373 $ | -3,8 % | 326.171 $ | -15.982.524 $ | -98,0 % | |||
| Bowman & Co S.C. | 330.892 $ | +63.692 $ | +23,8 % | |||||||||
| True North Advisors, LLC | 329.416 $ | +77.359 $ | +30,7 % | |||||||||
| Lantern Wealth Advisors, LLC | 323.631 $ | -4.859 $ | -1,5 % | 328.490 $ | +24.737 $ | +8,1 % | 303.753 $ | -3.611 $ | -1,2 % | 307.364 $ | -86.590 $ | -22,0 % |
| BRASADA CAPITAL MANAGEMENT, LP | 207.857 $ | -54.335 $ | -20,7 % | 262.192 $ | -65.439 $ | -20,0 % | 327.631 $ | -18.652 $ | -5,4 % | |||
| Embree Financial Group | 307.730 $ | -19.674 $ | -6,0 % | 327.404 $ | ||||||||
| TCFG Investment Advisors, LLC | 322.217 $ | +103.591 $ | +47,4 % | 218.626 $ | +15.142 $ | +7,4 % | 203.484 $ | |||||
| Virtu Financial LLC | 321.000 $ | -1.939.000 $ | -85,8 % | |||||||||
| Paladin Wealth, LLC | 320.060 $ | -1.144.585 $ | -78,1 % | |||||||||
| Vienna Asset Management LLC | 257.632 $ | -62.394 $ | -19,5 % | 320.026 $ | -161.620 $ | -33,6 % | ||||||
| Comprehensive Financial Planning, Inc./PA | 19.453 $ | +142 $ | +0,7 % | 19.311 $ | -300.253 $ | -94,0 % | 319.564 $ | -141.669 $ | -30,7 % | |||
| Teamwork Financial Advisors, LLC | 300.446 $ | -18.385 $ | -5,8 % | 318.831 $ | +5.200 $ | +1,7 % | 313.631 $ | -2.211 $ | -0,7 % | 315.842 $ | +1.186 $ | +0,4 % |
| FIRST HORIZON CORP | 318.655 $ | +270.555 $ | +562,5 % | |||||||||
| GWN SECURITIES INC. | 221.215 $ | -19.949 $ | -8,3 % | 241.164 $ | -77.390 $ | -24,3 % | 318.554 $ | +21.876 $ | +7,4 % | |||
| Sowell Financial Services LLC | 298.073 $ | -19.665 $ | -6,2 % | 317.738 $ | +44.715 $ | +16,4 % | 273.023 $ | |||||
| WETZEL INVESTMENT ADVISORS, INC. | 265.863 $ | -9.394 $ | -3,4 % | 275.257 $ | -31.460 $ | -10,3 % | 306.717 $ | -10.671 $ | -3,4 % | 317.388 $ | -9.740 $ | -3,0 % |
| Stirlingshire Investments, Inc. | 315.479 $ | +4.141 $ | +1,3 % | 311.338 $ | -4.147 $ | -1,3 % | 315.485 $ | |||||
| EverSource Wealth Advisors, LLC | 314.362 $ | +80.304 $ | +34,3 % | 234.058 $ | +25.154 $ | +12,0 % | 208.904 $ | -7.896 $ | -3,6 % | |||
| Accurate Wealth Management, LLC | 219.777 $ | -93.345 $ | -29,8 % | 313.122 $ | ||||||||
| Roberts Wealth Advisors, LLC | 311.269 $ | +38.289 $ | +14,0 % | 272.980 $ | +53.573 $ | +24,4 % | 219.407 $ | |||||
| Perennial Investment Advisors, LLC | 311.207 $ | +85.604 $ | +37,9 % | 225.603 $ | -8.896 $ | -3,8 % | 234.499 $ | +5.049 $ | +2,2 % | |||
| Americana Partners, LLC | 308.583 $ | |||||||||||
| Confluence Wealth Services, Inc. | 305.800 $ | +54.761 $ | +21,8 % | 251.039 $ | -5.846 $ | -2,3 % | 256.885 $ | +5.530 $ | +2,2 % | |||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 32.032 $ | -273.675 $ | -89,5 % | 305.707 $ | +22.259 $ | +7,9 % | 283.448 $ | +21.015 $ | +8,0 % | 262.433 $ | +244.982 $ | +1.403,8 % |
| SUMMITPOINT CAPITAL MANAGEMENT | 259.178 $ | -45.941 $ | -15,1 % | 305.119 $ | ||||||||
| BOURGEON CAPITAL MANAGEMENT LLC | 303.550 $ | +8.615 $ | +2,9 % | 294.935 $ | ||||||||
| HOWARD WEALTH MANAGEMENT, LLC | 302.973 $ | +21.720 $ | +7,7 % | 281.253 $ | +16.075 $ | +6,1 % | 265.178 $ | |||||
| GEN Financial Management, INC. | 302.133 $ | |||||||||||
| NESTEGG ADVISORS, INC. | 284.755 $ | -17.221 $ | -5,7 % | 301.976 $ | +43.576 $ | +16,9 % | 258.400 $ | +9.249 $ | +3,7 % | 249.151 $ | +3.677 $ | +1,5 % |
| Leading Edge Financial Planning LLC | 299.929 $ | +6.776 $ | +2,3 % | 293.153 $ | ||||||||
| B. Riley Wealth Advisors, Inc. | 279.437 $ | -18.148 $ | -6,1 % | 297.585 $ | ||||||||
| Goodwin Investment Advisory | 295.541 $ | +2.792 $ | +1,0 % | 292.749 $ | +174 $ | +0,1 % | ||||||
| CENTAURUS FINANCIAL, INC. | 291.000 $ | +15.000 $ | +5,4 % | 276.000 $ | +152.000 $ | +122,6 % | 124.000 $ | -101.000 $ | -44,9 % | |||
| Stone House Investment Management, LLC | 290.974 $ | +50.936 $ | +21,2 % | 240.038 $ | +10.974 $ | +4,8 % | 229.064 $ | +3.951 $ | +1,8 % | |||
| Gryphon Financial Partners LLC | 271.765 $ | -12.429 $ | -4,4 % | 284.194 $ | -6.686 $ | -2,3 % | 290.880 $ | -4.875 $ | -1,6 % | |||
| Root Financial Partners, LLC | 51.678 $ | -142.578 $ | -73,4 % | 194.256 $ | -96.620 $ | -33,2 % | 290.876 $ | +212.876 $ | +272,9 % | |||
| Signature Wealth Management Group | 289.536 $ | |||||||||||
| OMNI 360 Wealth, Inc. | 258.427 $ | -30.415 $ | -10,5 % | 288.842 $ | +22.699 $ | +8,5 % | 266.143 $ | +2.891 $ | +1,1 % | |||
| SEAVIEW INVESTMENT MANAGERS LLC | 284.706 $ | -2.125 $ | -0,7 % | 286.831 $ | +68.947 $ | +31,6 % | 217.884 $ | -51.474 $ | -19,1 % | |||
| One Capital Management, LLC | 250.949 $ | +0 $ | +0,0 % | 250.949 $ | -33.921 $ | -11,9 % | 284.870 $ | |||||
| Alpha Financial Partners LLC | 280.453 $ | -791 $ | -0,3 % | 281.244 $ | +15.213 $ | +5,7 % | ||||||
| Enclave Advisors LLC | 280.200 $ | |||||||||||
| Fortis Advisors, LLC | 278.957 $ | +15.236 $ | +5,8 % | 263.721 $ | -10.217 $ | -3,7 % | 273.938 $ | +6.409 $ | +2,4 % | |||
| SAGE FINANCIAL GROUP INC | 278.787 $ | +15.011 $ | +5,7 % | 263.776 $ | -4.854 $ | -1,8 % | 268.630 $ | -1.820 $ | -0,7 % | |||
| Cambridge Advisors Inc. | 278.142 $ | +16.887 $ | +6,5 % | 261.255 $ | +43.340 $ | +19,9 % | 217.915 $ | -7.483 $ | -3,3 % | 225.398 $ | ||
| SPINNAKER TRUST | 277.319 $ | +40.018 $ | +16,9 % | 237.301 $ | +8.494 $ | +3,7 % | 228.807 $ | +3.377 $ | +1,5 % | |||
| Allred Capital Management, LLC | 273.929 $ | +21.102 $ | +8,3 % | 252.827 $ | +28.270 $ | +12,6 % | 224.557 $ | +11.850 $ | +5,6 % | |||
| TWIN PEAKS WEALTH ADVISORS, LLC | 271.847 $ | +22.124 $ | +8,9 % | 249.723 $ | -8.208 $ | -3,2 % | 257.931 $ | +16.670 $ | +6,9 % | |||
| Stone Summit Wealth LLC | 266.243 $ | +3.496 $ | +1,3 % | 262.747 $ | -8.741 $ | -3,2 % | 271.488 $ | -1.858 $ | -0,7 % | |||
| Alteri Wealth LLC | 268.813 $ | +43.064 $ | +19,1 % | 225.749 $ | ||||||||
| Ashton Thomas Private Wealth, LLC | 256.113 $ | -6.705 $ | -2,6 % | 262.818 $ | -1.552 $ | -0,6 % | 264.370 $ | +2.886 $ | +1,1 % | |||
| Noble Wealth Partners LLC | 263.666 $ | |||||||||||
| Midwest Trust Co | 258.004 $ | +18.365 $ | +7,7 % | 239.639 $ | +15.954 $ | +7,1 % | 223.685 $ | -8.820 $ | -3,8 % | 232.505 $ | ||
| Signature Equity Partners, LLC | 255.773 $ | +29.214 $ | +12,9 % | 226.559 $ | +53.727 $ | +31,1 % | 172.832 $ | |||||
| XTX Topco Ltd | 255.099 $ | +15.247 $ | +6,4 % | 239.852 $ | ||||||||
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | 253.724 $ | +3.962 $ | +1,6 % | 249.762 $ | -1.933 $ | -0,8 % | 251.695 $ | |||||
| Wescott Financial Advisory Group, LLC | 248.640 $ | +3.701 $ | +1,5 % | 244.939 $ | -1.225 $ | -0,5 % | 246.164 $ | +1.203 $ | +0,5 % | |||
| Financial Futures Ltd Liability Co. | 246.386 $ | |||||||||||
| MARINO, STRAM & ASSOCIATES LLC | 245.692 $ | |||||||||||
| BOKF, NA | 156.619 $ | -88.508 $ | -36,1 % | 245.127 $ | +87.004 $ | +55,0 % | ||||||
| Kovack Advisors, Inc. | 243.492 $ | +13.394 $ | +5,8 % | 230.098 $ | -8.953 $ | -3,7 % | 239.051 $ | |||||
| Belpointe Asset Management LLC | 243.245 $ | |||||||||||
| Maia Wealth LLC | 231.923 $ | -10.401 $ | -4,3 % | 242.324 $ | +3.309 $ | +1,4 % | ||||||
| Castle Rock Wealth Management, LLC | 241.048 $ | +9.349 $ | +4,0 % | 231.699 $ | +8.398 $ | +3,8 % | 223.301 $ | -8.750 $ | -3,8 % | 232.051 $ | +13.254 $ | +6,1 % |
| Pasadena Private Wealth, LLC | 240.652 $ | +20.738 $ | +9,4 % | 219.914 $ | -8.672 $ | -3,8 % | 228.586 $ | -112.079 $ | -32,9 % | |||
| Millington Financial Advisors, LLC | 235.987 $ | -1.551 $ | -0,7 % | 237.538 $ | -1.363 $ | -0,6 % | 238.901 $ | |||||
| Buck Wealth Strategies, LLC | 237.896 $ | +9.042 $ | +4,0 % | 228.854 $ | -2.335 $ | -1,0 % | 231.189 $ | +137 $ | +0,1 % | |||
| Stonehearth Capital Management, LLC | 226.066 $ | -11.345 $ | -4,8 % | 237.411 $ | +16.375 $ | +7,4 % | 221.036 $ | +5.234 $ | +2,4 % | 215.802 $ | ||
| ENTREWEALTH, LLC | 226.766 $ | -10.485 $ | -4,4 % | 237.251 $ | ||||||||
| Chicago Partners Investment Group LLC | 236.329 $ | -888 $ | -0,4 % | 237.217 $ | +0 $ | +0,0 % | ||||||
| Oakworth Capital, Inc. | 133.625 $ | +7.275 $ | +5,8 % | 126.350 $ | -110.141 $ | -46,6 % | 236.491 $ | -88.899 $ | -27,3 % | |||
| Independence Asset Advisors, LLC | 235.546 $ | |||||||||||
| Claro Advisors Inc. | 233.151 $ | +12.661 $ | +5,7 % | 220.490 $ | -8.694 $ | -3,8 % | 229.184 $ | +4.934 $ | +2,2 % | |||
| CORA CAPITAL ADVISORS LLC | 233.151 $ | |||||||||||
| Signature Wealth Management Partners, LLC | 217.821 $ | -14.078 $ | -6,1 % | 231.899 $ | +3.045 $ | +1,3 % | 228.854 $ | -2.335 $ | -1,0 % | 231.189 $ | +137 $ | +0,1 % |
| SUMMIT WEALTH GROUP LLC / CO | 231.341 $ | +3.037 $ | +1,3 % | 228.304 $ | -2.330 $ | -1,0 % | 230.634 $ | |||||
| Bluesphere Advisors LLC | 230.644 $ | +26.627 $ | +13,1 % | 204.017 $ | ||||||||
| FRANKLIN TEMPLETON INC | 227.773 $ | +2.018 $ | +0,9 % | 225.755 $ | +177.426 $ | +367,1 % | 48.329 $ | +7.246 $ | +17,6 % | |||
| Aegis Wealth Management, Inc. | 227.585 $ | +19.173 $ | +9,2 % | 208.412 $ | ||||||||
| Liberty Atlantic Advisors LLC | 226.855 $ | |||||||||||
| Atlas Brown,Inc. | 220.685 $ | |||||||||||
| Integrated Advisors Network LLC | 220.123 $ | |||||||||||
| FIRST TRUST ADVISORS LP | 219.972 $ | +11.945 $ | +5,7 % | 208.027 $ | -10.527 $ | -4,8 % | 218.554 $ | +6.979 $ | +3,3 % | |||
| C M BIDWELL & ASSOCIATES LTD | 219.843 $ | +2.886 $ | +1,3 % | 216.957 $ | -2.213 $ | -1,0 % | 219.170 $ | +17.038 $ | +8,4 % | |||
| Northwest Financial Advisors | 206.672 $ | -12.534 $ | -5,7 % | 219.206 $ | ||||||||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 218.463 $ | +3.138 $ | +1,5 % | 215.325 $ | -1.934 $ | -0,9 % | 217.259 $ | +87 $ | +0,0 % | |||
| TITLEIST ASSET MANAGEMENT, LLC | 217.016 $ | |||||||||||
| PUREfi Wealth, LLC | 216.948 $ | |||||||||||
| PROSPERITY BANCSHARES INC | 214.229 $ | +12.273 $ | +6,1 % | 201.956 $ | ||||||||
| Key Client Fiduciary Advisors, LLC | 214.110 $ | |||||||||||
| Navigate Wealth Management, LLC | 212.638 $ | +3.061 $ | +1,5 % | 209.577 $ | -1.169 $ | -0,6 % | 210.746 $ | |||||
| GENTRY PRIVATE WEALTH, LLC | 212.194 $ | -62.565 $ | -22,8 % | |||||||||
| TCFG WEALTH MANAGEMENT, LLC | 203.484 $ | -7.443 $ | -3,5 % | 210.927 $ | +6.381 $ | +3,1 % | ||||||
| Sivia Capital Partners, LLC | 210.232 $ | +125 $ | +0,1 % | |||||||||
| BLUELINE ADVISORS LLC | 195.887 $ | -14.180 $ | -6,8 % | 210.067 $ | +69.045 $ | +49,0 % | 141.022 $ | +26.640 $ | +23,3 % | 114.382 $ | ||
| Badgley Phelps Wealth Managers, LLC | 204.024 $ | |||||||||||
| Eagle Bluffs Wealth Management LLC | 203.642 $ | |||||||||||
| FIRST INTERSTATE BANK | 203.380 $ | |||||||||||
| Capstone Wealth Management, Inc. | 202.890 $ | |||||||||||
| Kathmere Capital Management, LLC | 202.671 $ | |||||||||||
| CWA Asset Management Group, LLC | 200.442 $ | |||||||||||
| Vanguard National Trust Co | 196.896 $ | +2.585 $ | +1,3 % | 194.311 $ | ||||||||
| Triumph Capital Management | 82.778 $ | -5.006 $ | -5,7 % | 87.784 $ | -62.849 $ | -41,7 % | 150.633 $ | -29.996 $ | -16,6 % | 180.629 $ | -20.444 $ | -10,2 % |
| ADG Wealth Management Group, LLC | 178.117 $ | |||||||||||
| N.E.W. Advisory Services LLC | 153.832 $ | -657 $ | -0,4 % | 154.489 $ | -19.595 $ | -11,3 % | 174.084 $ | +60.332 $ | +53,0 % | |||
| Privatperson | 156.000 $ | -9.000 $ | -5,5 % | 165.000 $ | +56.000 $ | +51,4 % | 109.000 $ | -1.000 $ | -0,9 % | |||
| Glass Jacobson Investment Advisors llc | 163.863 $ | +23.646 $ | +16,9 % | 140.217 $ | +5.019 $ | +3,7 % | 135.198 $ | +1.995 $ | +1,5 % | |||
| TRUST CO OF TOLEDO NA /OH/ | 104.486 $ | -6.752 $ | -6,1 % | 111.238 $ | -52.379 $ | -32,0 % | 163.617 $ | +52.719 $ | +47,5 % | 110.898 $ | ||
| Ulland Investment Advisors, LLC | 160.000 $ | +0 $ | +0,0 % | 160.000 $ | +5.000 $ | +3,2 % | 155.000 $ | -6.000 $ | -3,7 % | 161.000 $ | +7.000 $ | +4,5 % |
| Acumen Wealth Advisors, LLC | 158.113 $ | |||||||||||
| Millstone Evans Group, LLC | 156.464 $ | +22.155 $ | +16,5 % | 134.309 $ | -4.863 $ | -3,5 % | 139.172 $ | +17.622 $ | +14,5 % | |||
| Cranbrook Wealth Management, LLC | 149.935 $ | +89 $ | +0,1 % | |||||||||
| Greenline Wealth Management LLC | 144.501 $ | |||||||||||
| Financial Network Wealth Advisors LLC | 112.882 $ | -7.842 $ | -6,5 % | 120.724 $ | -18.892 $ | -13,5 % | 139.616 $ | -5.675 $ | -3,9 % | |||
| Tripletail Wealth Management, LLC | 139.236 $ | +11.006 $ | +8,6 % | 128.230 $ | +18.215 $ | +16,6 % | ||||||
| HANTZ FINANCIAL SERVICES, INC. | 136.000 $ | |||||||||||
| LRI Investments, LLC | 128.334 $ | +6.969 $ | +5,7 % | 121.365 $ | -4.786 $ | -3,8 % | 126.151 $ | |||||
| Aviso Financial Inc. | 121.068 $ | -820 $ | -0,7 % | |||||||||
| GILPIN WEALTH MANAGEMENT, LLC | 116.967 $ | +10.663 $ | +10,0 % | 106.304 $ | +9.416 $ | +9,7 % | 96.888 $ | +62.610 $ | +182,7 % | 34.278 $ | ||
| Cassaday & Co Wealth Management LLC | 90.785 $ | -18.096 $ | -16,6 % | 108.881 $ | ||||||||
| Smartleaf Asset Management LLC | 104.817 $ | +4.443 $ | +4,4 % | 100.374 $ | +64.030 $ | +176,2 % | 36.344 $ | +25.137 $ | +224,3 % | |||
| MB, LEVIS & ASSOCIATES, LLC | 98.309 $ | -5.493 $ | -5,3 % | 103.802 $ | +2.209 $ | +2,2 % | 101.593 $ | -212 $ | -0,2 % | 101.805 $ | +10.281 $ | +11,2 % |
| Capital Advisors, Ltd. LLC | 102.000 $ | +6.000 $ | +6,3 % | 96.000 $ | -4.000 $ | -4,0 % | 100.000 $ | +2.000 $ | +2,0 % | |||
| Center for Financial Planning, Inc. | 95.431 $ | +13.771 $ | +16,9 % | 81.660 $ | +2.923 $ | +3,7 % | 78.737 $ | +1.162 $ | +1,5 % | |||
| Reyes Financial Architecture, Inc. | 93.058 $ | +2.258 $ | +2,5 % | 90.800 $ | +5.068 $ | +5,9 % | 85.732 $ | -3.284 $ | -3,7 % | 89.016 $ | +1.916 $ | +2,2 % |
| Sunbelt Securities, Inc. | 84.207 $ | -5.522 $ | -6,2 % | 89.729 $ | -3.310 $ | -3,6 % | ||||||
| Garton & Associates Financial Advisors LLC | 89.037 $ | |||||||||||
| 1620 INVESTMENT ADVISORS, INC. | 88.539 $ | +20.303 $ | +29,8 % | 68.236 $ | -1.707 $ | -2,4 % | 69.943 $ | +446 $ | +0,6 % | |||
| GODSEY & GIBB, INC | 51.139 $ | -30.497 $ | -37,4 % | 81.636 $ | +8.185 $ | +11,1 % | 73.451 $ | +1.385 $ | +1,9 % | 72.066 $ | ||
| Dunhill Financial, LLC | 37.094 $ | -6.339 $ | -14,6 % | 43.433 $ | -36.616 $ | -45,7 % | 80.049 $ | -90.416 $ | -53,0 % | |||
| BROWN, LISLE/CUMMINGS, INC. | 59.618 $ | -15.706 $ | -20,9 % | 75.324 $ | ||||||||
| WFA of San Diego, LLC | 73.117 $ | -1.345 $ | -1,8 % | 74.462 $ | -505 $ | -0,7 % | ||||||
| Pinnacle Bancorp, Inc. | 41.726 $ | -32.704 $ | -43,9 % | 74.430 $ | +8.009 $ | +12,1 % | 66.421 $ | |||||
| Quent Capital, LLC | 72.174 $ | +69.974 $ | +3.180,6 % | 2.200 $ | -22 $ | -1,0 % | 2.222 $ | |||||
| Transamerica Financial Advisors, LLC | 31.936 $ | +1.297 $ | +4,2 % | 30.639 $ | -39.626 $ | -56,4 % | 70.265 $ | -1.980 $ | -2,7 % | |||
| Blue Trust, Inc. | 26.037 $ | +15.968 $ | +158,6 % | 10.069 $ | +2.464 $ | +32,4 % | 7.605 $ | -60.698 $ | -88,9 % | 68.303 $ | -875.497 $ | -92,8 % |
| Salomon & Ludwin, LLC | 67.793 $ | |||||||||||
| Godfrey Financial Associates, Inc. | 60.687 $ | +3.296 $ | +5,7 % | 57.391 $ | -2.263 $ | -3,8 % | 59.654 $ | |||||
| CIBC Private Wealth Group LLC | 59.237 $ | +55.300 $ | +1.404,6 % | |||||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18.695 $ | -39.327 $ | -67,8 % | 58.022 $ | -359 $ | -0,6 % | 58.381 $ | +10.100 $ | +20,9 % | |||
| Lavaca Capital LLC | 56.039 $ | +6.602 $ | +13,4 % | 49.437 $ | +1.411 $ | +2,9 % | 48.026 $ | |||||
| VIMA LLC | 50.888 $ | |||||||||||
| Founders Financial Alliance, LLC | 50.655 $ | |||||||||||
| Burk Holdings LLC | 50.047 $ | +657 $ | +1,3 % | 49.390 $ | ||||||||
| NFSG Corp | 48.708 $ | |||||||||||
| Elyxium Wealth, LLC | 48.700 $ | |||||||||||
| HHM Wealth Advisors, LLC | 45.977 $ | +28 $ | +0,1 % | 45.949 $ | +31.046 $ | +208,3 % | 14.903 $ | -101 $ | -0,7 % | |||
| Pinnacle Wealth Planning Services, Inc. | 21.579 $ | +283 $ | +1,3 % | 21.296 $ | -23.144 $ | -52,1 % | 44.440 $ | |||||
| GAMMA Investing LLC | 44.188 $ | +4.559 $ | +11,5 % | 39.629 $ | +23.418 $ | +144,5 % | 16.211 $ | -22.862 $ | -58,5 % | 39.073 $ | +5.536 $ | +16,5 % |
| Archer Investment Corp | 43.765 $ | -13.917 $ | -24,1 % | |||||||||
| Markowski Investments | 43.520 $ | |||||||||||
| High Note Wealth, LLC | 39.752 $ | -1.567 $ | -3,8 % | 41.319 $ | ||||||||
| Privatperson | 40.000 $ | +6.000 $ | +17,6 % | 34.000 $ | +1.000 $ | +3,0 % | 33.000 $ | +0 $ | +0,0 % | |||
| Goodman Advisory Group, LLC | 36.393 $ | -371 $ | -1,0 % | 36.764 $ | +22 $ | +0,1 % | ||||||
| Wellington Grp LLC | 31.244 $ | |||||||||||
| ST GERMAIN D J CO INC | 30.598 $ | +773 $ | +2,6 % | 29.825 $ | -433 $ | -1,4 % | 30.258 $ | +8 $ | +0,0 % | |||
| Your Advocates Ltd., LLP | 28.568 $ | |||||||||||
| Financial Gravity Asset Management, Inc. | 28.533 $ | +17 $ | +0,1 % | |||||||||
| Cornerstone Planning Group LLC | 28.211 $ | +6.879 $ | +32,2 % | 21.332 $ | ||||||||
| VISION FINANCIAL MARKETS LLC | 15.121 $ | -11.494 $ | -43,2 % | 26.615 $ | +1.489 $ | +5,9 % | 25.126 $ | -2.100 $ | -7,7 % | 27.226 $ | +637 $ | +2,4 % |
| Orion Capital Management LLC | 25.212 $ | |||||||||||
| Princeton Global Asset Management LLC | 23.933 $ | |||||||||||
| SJS Investment Consulting Inc. | 23.409 $ | |||||||||||
| AMERIFLEX GROUP, INC. | 22.902 $ | +9.242 $ | +67,7 % | 13.660 $ | ||||||||
| TD Waterhouse Canada Inc. | 21.283 $ | |||||||||||
| DecisionPoint Financial, LLC | 21.219 $ | +223 $ | +1,1 % | 20.996 $ | ||||||||
| Anfield Capital Management, LLC | 20.371 $ | -803 $ | -3,8 % | 21.174 $ | +456 $ | +2,2 % | ||||||
| Kingdom Financial Group LLC. | 20.396 $ | +450 $ | +2,3 % | 19.946 $ | -25 $ | -0,1 % | 19.971 $ | |||||
| Lloyd Advisory Services, LLC. | 19.946 $ | |||||||||||
| ISLAY CAPITAL MANAGEMENT, LLC | 19.929 $ | |||||||||||
| Private Wealth Asset Management, LLC | 18.571 $ | +2.680 $ | +16,9 % | 15.891 $ | ||||||||
| Cape Investment Advisory, Inc. | 18.408 $ | +6.410 $ | +53,4 % | 11.998 $ | +4.221 $ | +54,3 % | 7.777 $ | -6.052 $ | -43,8 % | |||
| Strategic Investment Solutions, Inc. /IL | 16.854 $ | +2.432 $ | +16,9 % | 14.422 $ | +516 $ | +3,7 % | 13.906 $ | +205 $ | +1,5 % | |||
| LGT Financial Advisors LLC | 16.558 $ | +860 $ | +5,5 % | 15.698 $ | +3.320 $ | +26,8 % | 12.378 $ | -5.378 $ | -30,3 % | |||
| LFA - Lugano Financial Advisors SA | 15.956 $ | |||||||||||
| MidAtlantic Capital Management, Inc. | 15.876 $ | |||||||||||
| Fourth Dimension Wealth, LLC | 15.689 $ | +250 $ | +1,6 % | 15.439 $ | -116 $ | -0,7 % | 15.555 $ | -1.361 $ | -8,0 % | |||
| Basepoint Wealth LLC | 15.331 $ | -111 $ | -0,7 % | 15.442 $ | ||||||||
| Abound Wealth Management | 3.434 $ | -11.857 $ | -77,5 % | 15.291 $ | ||||||||
| Westside Investment Management, Inc. | 14.650 $ | |||||||||||
| CX Institutional | 14.000 $ | |||||||||||
| VANGUARD ADVISERS INC | 11.894 $ | +994 $ | +9,1 % | 10.900 $ | ||||||||
| MCF Advisors LLC | 11.827 $ | +642 $ | +5,7 % | 11.185 $ | -441 $ | -3,8 % | 11.626 $ | |||||
| Costello Asset Management, INC | 2.418 $ | -8.422 $ | -77,7 % | 10.840 $ | -54 $ | -0,5 % | 10.894 $ | +3.539 $ | +48,1 % | |||
| STEPH & CO | 10.865 $ | |||||||||||
| Colonial Trust Co / SC | 10.688 $ | +140 $ | +1,3 % | 10.548 $ | -108 $ | -1,0 % | 10.656 $ | |||||
| TUCKER ASSET MANAGEMENT LLC | 10.638 $ | +8.739 $ | +460,2 % | 1.899 $ | -13 $ | -0,7 % | ||||||
| EVOLUTION WEALTH MANAGEMENT INC. | 10.226 $ | +8.931 $ | +689,7 % | 1.295 $ | -1.127 $ | -46,5 % | 2.422 $ | +1 $ | +0,0 % | |||
| LANARK FINANCIAL, INC. | 9.861 $ | +130 $ | +1,3 % | 9.731 $ | -100 $ | -1,0 % | 9.831 $ | |||||
| Investors Portfolio Services LLC | 8.617 $ | +481 $ | +5,9 % | 8.136 $ | -312 $ | -3,7 % | 8.448 $ | |||||
| Concord Wealth Partners | 5.852 $ | -2.260 $ | -27,9 % | 8.112 $ | +120 $ | +1,5 % | ||||||
| DV Trading LLC | 6.970 $ | |||||||||||
| Allspring Global Investments Holdings, LLC | 6.825 $ | +360 $ | +5,6 % | 6.465 $ | ||||||||
| Axiom Investment Management LLC | 6.686 $ | +86 $ | +1,3 % | 6.600 $ | ||||||||
| Wealth Preservation Advisors, LLC | 6.349 $ | -65 $ | -1,0 % | 6.414 $ | +4 $ | +0,1 % | ||||||
| SBI Securities Co., Ltd. | 5.148 $ | +804 $ | +18,5 % | 4.344 $ | +624 $ | +16,8 % | 3.720 $ | +472 $ | +14,5 % | 3.248 $ | -3.665 $ | -53,0 % |
| TopTier Wealth Management, LLC | 4.807 $ | |||||||||||
| Lummis Asset Management, LP | 4.318 $ | -122 $ | -2,7 % | 4.440 $ | ||||||||
| Imprint Wealth LLC | 4.306 $ | +57 $ | +1,3 % | 4.249 $ | -44 $ | -1,0 % | 4.293 $ | -58.795 $ | -93,2 % | |||
| Continuum Advisory, LLC | 4.154 $ | |||||||||||
| TOWER TRUST & INVESTMENT Co | 4.122 $ | |||||||||||
| True Wealth Design, LLC | 3.853 $ | +210 $ | +5,8 % | 3.643 $ | ||||||||
| Hilton Head Capital Partners, LLC | 3.799 $ | -39 $ | -1,0 % | 3.838 $ | ||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 3.757 $ | |||||||||||
| Strategic Wealth Partners, Ltd. | 3.490 $ | +292 $ | +9,1 % | 3.198 $ | -118 $ | -3,6 % | 3.316 $ | -112.885 $ | -97,1 % | |||
| TRUST CO OF VERMONT | 3.447 $ | |||||||||||
| Nicht ausgewiesen | 3.056 $ | |||||||||||
| HIGHLINE WEALTH PARTNERS LLC | 3.047 $ | +73 $ | +2,5 % | 2.974 $ | -250.981 $ | -98,8 % | ||||||
| Russell Investments Group, Ltd. | 25 $ | -2.741 $ | -99,1 % | 2.766 $ | ||||||||
| Wilkerson Advisory Group LLC | 2.571 $ | |||||||||||
| Institute for Wealth Management, LLC. | 2.331 $ | |||||||||||
| Elevated Capital Advisors, LLC | 1.693 $ | +44 $ | +2,7 % | 1.649 $ | -411 $ | -20,0 % | 2.060 $ | |||||
| Strive Financial Group ,LLC | 2.000 $ | |||||||||||
| Morse Asset Management, Inc | 1.715 $ | +96 $ | +5,9 % | 1.619 $ | -62 $ | -3,7 % | 1.681 $ | +39 $ | +2,4 % | |||
| Investment Research & Advisory Group, Inc. | 1.314 $ | +30 $ | +2,3 % | 1.284 $ | +70 $ | +5,8 % | 1.214 $ | -48 $ | -3,8 % | 1.262 $ | ||
| CULLEN/FROST BANKERS, INC. | 1.160 $ | +12 $ | +1,0 % | 1.148 $ | -21 $ | -1,8 % | 1.169 $ | -8.049 $ | -87,3 % | |||
| FARMERS & MERCHANTS INVESTMENTS INC | 1.014 $ | +958 $ | +1.710,7 % | |||||||||
| DHJJ Financial Advisors, Ltd. | 1.014 $ | +55 $ | +5,7 % | 959 $ | -38 $ | -3,8 % | 997 $ | +22 $ | +2,3 % | |||
| Motiv8 Investments LLC | 1.000 $ | |||||||||||
| Roble, Belko & Company, Inc | 1.000 $ | +0 $ | +0,0 % | |||||||||
| McIlrath & Eck, LLC | 998 $ | +26 $ | +2,7 % | |||||||||
| Silver Grove Financial Group, Inc. | 967 $ | |||||||||||
| Virtus Fixed Income Advisers, LLC | 524 $ | -222 $ | -29,8 % | 746 $ | -21 $ | -2,7 % | 767 $ | +0 $ | +0,0 % | |||
| Downshift Financial, LLC | 514 $ | |||||||||||
| BIRCHBROOK, INC. | 351 $ | +8 $ | +2,3 % | 343 $ | +19 $ | +5,9 % | 324 $ | -12 $ | -3,6 % | 336 $ | +8 $ | +2,4 % |
| NOMURA ASSET MANAGEMENT CO LTD | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | ||||||
| Total | 2.345.868.910 $ | -41.682.954 $ | +2.472,1 % | 17.004.523.756 $ | +1.275.581.221 $ | +204,6 % | 15.825.167.232 $ | +332.841.956 $ | +296,3 % | 15.322.946.693 $ | -4.226.094.628 $ | +350,9 % |
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.