| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 907.777.039 $ | +19.537.724 $ | +15,3 % | 20.298.275.098 $ | +543.417.926 $ | +37,5 % | 19.967.194.328 $ | +1.353.993.444 $ | +32,4 % | 18.230.235.604 $ | +432.673.856 $ | +71,9 % |
| NORTHERN TRUST CORP | 14.087.514.957 $ | +151.065.917 $ | +1,1 % | 13.936.449.040 $ | +1.315.009.099 $ | +10,4 % | 12.621.439.941 $ | +220.139.217 $ | +1,8 % | |||
| TIAA TRUST, NATIONAL ASSOCIATION | 3.047.928 $ | +285.552 $ | +10,3 % | 2.762.376 $ | -329.195.372 $ | -99,2 % | 331.957.748 $ | +20.975.787 $ | +6,7 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 322.660.090 $ | +28.762.668 $ | +9,8 % | 293.897.422 $ | +24.998.536 $ | +9,3 % | 268.898.886 $ | +6.939.873 $ | +2,6 % | |||
| MORGAN STANLEY | 322.479.446 $ | +8.765.100 $ | +2,8 % | 313.714.346 $ | +33.164.767 $ | +11,8 % | 280.549.579 $ | +16.314.097 $ | +6,2 % | |||
| EVOKE WEALTH, LLC | 268.063.980 $ | +59.628.057 $ | +28,6 % | 208.435.923 $ | +24.331.115 $ | +13,2 % | ||||||
| MAI Capital Management | 263.396.325 $ | +252.020.835 $ | +2.215,5 % | 11.375.490 $ | +1.895.631 $ | +20,0 % | 9.479.859 $ | +1.366.470 $ | +16,8 % | |||
| Capstone Financial Advisors, Inc. | 239.241.293 $ | +9.349.616 $ | +4,1 % | 229.891.677 $ | +6.769.611 $ | +3,0 % | 223.122.066 $ | +2.084.469 $ | +0,9 % | |||
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 167.955.894 $ | -54.028.170 $ | -24,3 % | 221.984.064 $ | +39.546.067 $ | +21,7 % | 182.437.997 $ | -9.979.101 $ | -5,2 % | |||
| Valmark Advisers, Inc. | 197.444.415 $ | -4.010.165 $ | -2,0 % | 201.454.580 $ | +24.286.926 $ | +13,7 % | 177.167.654 $ | +8.947.991 $ | +5,3 % | |||
| TIAA Wealth Investment Management LLC | 195.788.650 $ | +18.113.353 $ | +10,2 % | 177.675.297 $ | ||||||||
| Align Financial, LLC | 214.283 $ | +14.058 $ | +7,0 % | 200.225 $ | -23.890 $ | -10,7 % | 224.115 $ | -186.064.885 $ | -99,9 % | 186.289.000 $ | ||
| KEYBANK NATIONAL ASSOCIATION/OH | 159.946.103 $ | +16.607.598 $ | +11,6 % | 143.338.505 $ | +10.852.128 $ | +8,2 % | 132.486.377 $ | +11.410.365 $ | +9,4 % | |||
| Cerity Partners LLC | 141.916.627 $ | +22.088.744 $ | +18,4 % | 119.827.883 $ | +5.221.321 $ | +4,6 % | 114.606.562 $ | +4.964.235 $ | +4,5 % | |||
| LPL Financial LLC | 141.449.474 $ | +14.780.927 $ | +11,7 % | 126.668.547 $ | -5.283.452 $ | -4,0 % | 131.951.999 $ | +15.602.966 $ | +13,4 % | |||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 132.653.012 $ | +5.115.263 $ | +4,0 % | 127.537.749 $ | ||||||||
| MML INVESTORS SERVICES, LLC | 129.746.075 $ | +39.417.177 $ | +43,6 % | 90.328.898 $ | +6.966.081 $ | +8,4 % | 83.362.817 $ | +7.592.916 $ | +10,0 % | |||
| BANK OF AMERICA CORP /DE/ | 121.067.112 $ | +12.686.100 $ | +11,7 % | 108.381.012 $ | +6.196.535 $ | +6,1 % | 102.184.477 $ | -6.369.330 $ | -5,9 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 89.859.940 $ | +6.332.747 $ | +7,6 % | 83.527.193 $ | +4.870.292 $ | +6,2 % | 78.656.901 $ | +372.901 $ | +0,5 % | |||
| Blue Trust, Inc. | 83.024.072 $ | -2.622.047 $ | -3,1 % | 85.646.119 $ | -2.811.489 $ | -3,2 % | 88.457.608 $ | -734.354 $ | -0,8 % | 89.191.962 $ | -1.409.720 $ | -1,6 % |
| Alaska Permanent Capital Management, LLC | 82.847.961 $ | -1.900.078 $ | -2,2 % | 84.748.039 $ | +18.799.810 $ | +28,5 % | 65.948.229 $ | -5.715.456 $ | -8,0 % | |||
| Wealth Architects, LLC | 81.854.557 $ | +2.117.390 $ | +2,7 % | 79.737.167 $ | +3.156.344 $ | +4,1 % | 76.580.823 $ | +3.705.649 $ | +5,1 % | |||
| ROYAL BANK OF CANADA | 80.002.000 $ | +13.026.000 $ | +19,4 % | 66.976.000 $ | -9.629.000 $ | -12,6 % | 76.605.000 $ | +5.202.000 $ | +7,3 % | |||
| UBS Group AG | 76.044.685 $ | +2.670.276 $ | +3,6 % | 73.374.409 $ | +7.580.338 $ | +11,5 % | 65.794.071 $ | +1.630.325 $ | +2,5 % | |||
| 1832 Asset Management L.P. | 43.839.291 $ | -19.114.817 $ | -30,4 % | 62.954.108 $ | -12.708.662 $ | -16,8 % | 75.662.770 $ | +34.247.328 $ | +82,7 % | |||
| Capital Analysts, LLC | 74.892.000 $ | +709.000 $ | +1,0 % | 74.183.000 $ | +8.211.000 $ | +12,4 % | 65.972.000 $ | -258.000 $ | -0,4 % | |||
| RAYMOND JAMES FINANCIAL INC | 72.635.201 $ | -1.088.759 $ | -1,5 % | 73.723.960 $ | +32.469.538 $ | +78,7 % | 41.254.422 $ | +9.688.813 $ | +30,7 % | |||
| AE Wealth Management LLC | 72.648.407 $ | +5.924.311 $ | +8,9 % | 66.724.096 $ | +4.659.101 $ | +7,5 % | 62.064.995 $ | +7.738.088 $ | +14,2 % | |||
| FIRST INTERSTATE BANK | 62.713.827 $ | -9.828.523 $ | -13,5 % | 72.542.350 $ | +4.371.516 $ | +6,4 % | 68.170.834 $ | +4.278.346 $ | +6,7 % | |||
| Cornerstone National Bank & Trust Co | 50.151.021 $ | -3.493.092 $ | -6,5 % | 53.644.113 $ | -12.915.232 $ | -19,4 % | 66.559.345 $ | -2.188.032 $ | -3,2 % | 68.747.377 $ | +612.018 $ | +0,9 % |
| CONNABLE OFFICE INC | 56.943.631 $ | -9.623.347 $ | -14,5 % | 66.566.978 $ | +9.339.163 $ | +16,3 % | 57.227.815 $ | +16.207.662 $ | +39,5 % | |||
| VeraBank, N.A. | 61.324.972 $ | +5.675.801 $ | +10,2 % | 55.649.171 $ | +4.926.488 $ | +9,7 % | 50.722.683 $ | +498.635 $ | +1,0 % | |||
| Aaron Wealth Advisors LLC | 60.288.665 $ | +4.836.016 $ | +8,7 % | 55.452.649 $ | -3.410.295 $ | -5,8 % | 58.862.944 $ | +15.672.319 $ | +36,3 % | 43.190.625 $ | +4.039.872 $ | +10,3 % |
| NBT BANK, N.A. | 55.511.358 $ | +686.149 $ | +1,3 % | 54.825.209 $ | -4.916.537 $ | -8,2 % | 59.741.746 $ | +9.128.868 $ | +18,0 % | 50.612.878 $ | -389.030 $ | -0,8 % |
| WELLS FARGO & COMPANY/MN | 54.564.506 $ | +6.517.287 $ | +13,6 % | 48.047.219 $ | +6.311.976 $ | +15,1 % | 41.735.243 $ | -7.349.685 $ | -15,0 % | |||
| MOLLER WEALTH PARTNERS | 53.818.297 $ | +2.153.691 $ | +4,2 % | 51.664.606 $ | -2.151.626 $ | -4,0 % | 53.816.232 $ | +4.468.522 $ | +9,1 % | 49.347.710 $ | +1.030.266 $ | +2,1 % |
| Cetera Investment Advisers | 52.775.374 $ | +480.705 $ | +0,9 % | 52.294.669 $ | +8.651.195 $ | +19,8 % | 43.643.474 $ | +2.314.529 $ | +5,6 % | |||
| AQR CAPITAL MANAGEMENT LLC | 52.462.573 $ | +7.116.416 $ | +15,7 % | 45.346.157 $ | +44.346.492 $ | +4.436,1 % | 999.665 $ | -776.339 $ | -43,7 % | |||
| Alaska Wealth Advisors, LLC | 52.266.020 $ | +376.801 $ | +0,7 % | 51.889.219 $ | +6.694.559 $ | +14,8 % | 45.194.660 $ | -682.397 $ | -1,5 % | |||
| Bell Investment Advisors, Inc | 49.440.613 $ | +111.048 $ | +0,2 % | 49.329.565 $ | +1.460.053 $ | +3,1 % | 47.869.512 $ | +1.088.932 $ | +2,3 % | |||
| Versant Capital Management, Inc | 48.289.958 $ | +4.568.620 $ | +10,4 % | 43.721.338 $ | -2.793.337 $ | -6,0 % | 46.514.675 $ | +11.295.447 $ | +32,1 % | 35.219.228 $ | +10.482.814 $ | +42,4 % |
| Cambridge Investment Research Advisors, Inc. | 46.842.000 $ | +25.199.000 $ | +116,4 % | 21.643.000 $ | +2.039.000 $ | +10,4 % | 19.604.000 $ | +2.361.000 $ | +13,7 % | |||
| Boltwood Capital Management | 42.729.435 $ | -2.536.331 $ | -5,6 % | 45.265.766 $ | +2.124.792 $ | +4,9 % | 43.140.974 $ | +5.185.210 $ | +13,7 % | 37.955.764 $ | +1.021.131 $ | +2,8 % |
| Farmers National Bank | 44.116.969 $ | +5.710.258 $ | +14,9 % | 38.406.711 $ | +5.335.828 $ | +16,1 % | 33.070.883 $ | +3.480.042 $ | +11,8 % | |||
| AMERIPRISE FINANCIAL INC | 35.475.368 $ | -4.766.845 $ | -11,8 % | 40.242.213 $ | -1.258.042 $ | -3,0 % | 41.500.255 $ | +6.122.719 $ | +17,3 % | |||
| Archvest Wealth Advisors, Inc. | 40.021.077 $ | +1.076.275 $ | +2,8 % | 38.944.802 $ | -348.157 $ | -0,9 % | 39.292.959 $ | |||||
| Creative Planning | 39.906.035 $ | +3.515.474 $ | +9,7 % | 36.390.561 $ | +21.640.906 $ | +146,7 % | 14.749.655 $ | +3.927.707 $ | +36,3 % | |||
| ESL Trust Services, LLC | 39.000.914 $ | +2.590.720 $ | +7,1 % | 36.410.194 $ | +541.205 $ | +1,5 % | 35.868.989 $ | -279.505 $ | -0,8 % | |||
| JANE STREET GROUP, LLC | 21.944.076 $ | -14.031.339 $ | -39,0 % | 35.975.415 $ | +24.938.694 $ | +226,0 % | 11.036.721 $ | -39.903.564 $ | -78,3 % | |||
| GOLDMAN SACHS GROUP INC | 18.599.710 $ | -1.921.947 $ | -9,4 % | 20.521.657 $ | -15.194.955 $ | -42,5 % | 35.716.612 $ | +20.195.743 $ | +130,1 % | |||
| Barry Investment Advisors, LLC | 35.679.771 $ | +4.830.480 $ | +15,7 % | 30.849.291 $ | -2.076.078 $ | -6,3 % | 32.925.369 $ | +6.525.308 $ | +24,7 % | 26.400.061 $ | +6.336.693 $ | +31,6 % |
| WEST PACES ADVISORS INC. | 32.096.950 $ | -1.614.395 $ | -4,8 % | 33.711.345 $ | +1.350.787 $ | +4,2 % | 32.360.558 $ | +2.417.827 $ | +8,1 % | 29.942.731 $ | +661.290 $ | +2,3 % |
| Cheviot Value Management, LLC | 32.791.296 $ | -199.720 $ | -0,6 % | 32.991.016 $ | +1.795.488 $ | +5,8 % | 31.195.528 $ | +1.406.084 $ | +4,7 % | |||
| Sageworth Trust Co | 28.692.195 $ | +1.903.423 $ | +7,1 % | 26.788.772 $ | -4.596.134 $ | -14,6 % | 31.384.906 $ | -1.561.805 $ | -4,7 % | |||
| Harbour Trust & Investment Management Co | 30.418.693 $ | +1.167.956 $ | +4,0 % | 29.250.737 $ | +1.188.616 $ | +4,2 % | 28.062.121 $ | +1.039.129 $ | +3,8 % | |||
| RVW Wealth, LLC | 30.162.261 $ | +259.153 $ | +0,9 % | 29.903.108 $ | +4.060.508 $ | +15,7 % | 25.842.600 $ | -1.740.219 $ | -6,3 % | 27.582.819 $ | +85.671 $ | +0,3 % |
| Chandler Asset Management, Inc. | 29.182.786 $ | +2.863.104 $ | +10,9 % | 26.319.682 $ | ||||||||
| Hills Bank & Trust Co | 24.792.768 $ | -3.816.423 $ | -13,3 % | 28.609.191 $ | +3.243.185 $ | +12,8 % | 25.366.006 $ | +999.657 $ | +4,1 % | |||
| Pure Financial Advisors, LLC | 25.024.423 $ | -3.224.375 $ | -11,4 % | 28.248.798 $ | +3.726.391 $ | +15,2 % | 24.522.407 $ | +658.078 $ | +2,8 % | |||
| Wealthspire Advisors, LLC | 28.033.751 $ | +3.112.014 $ | +12,5 % | 24.921.737 $ | +169.912 $ | +0,7 % | 24.751.825 $ | +855.554 $ | +3,6 % | |||
| VPR Management LLC | 24.521.728 $ | -2.925.888 $ | -10,7 % | 27.447.616 $ | +4.632.656 $ | +20,3 % | 22.814.960 $ | +1.030.032 $ | +4,7 % | |||
| United Bank | 26.626.436 $ | -338.983 $ | -1,3 % | 26.965.419 $ | +5.596.726 $ | +26,2 % | 21.368.693 $ | +417.204 $ | +2,0 % | |||
| CENTRAL TRUST Co | 24.495.118 $ | -2.012.292 $ | -7,6 % | 26.507.410 $ | +7.939.985 $ | +42,8 % | 18.567.425 $ | +2.147.517 $ | +13,1 % | |||
| CITADEL ADVISORS LLC | 14.343.771 $ | -10.955.219 $ | -43,3 % | 25.298.990 $ | +6.040.952 $ | +31,4 % | 19.258.038 $ | -11.570.491 $ | -37,5 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.059.907 $ | -7.502.767 $ | -31,8 % | 23.562.674 $ | -1.702.265 $ | -6,7 % | 25.264.939 $ | +8.383.139 $ | +49,7 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21.279.505 $ | -3.796.638 $ | -15,1 % | 25.076.143 $ | +3.132.945 $ | +14,3 % | 21.943.198 $ | +5.621.849 $ | +34,4 % | |||
| HORIZON BANCORP INC /IN/ | 23.906.000 $ | -564.000 $ | -2,3 % | 24.470.000 $ | +2.363.000 $ | +10,7 % | 22.107.000 $ | -290.000 $ | -1,3 % | |||
| Herold Advisors, Inc. | 24.301.813 $ | +6.099.813 $ | +33,5 % | 18.202.000 $ | +1.953.306 $ | +12,0 % | 16.248.694 $ | +1.472.084 $ | +10,0 % | 14.776.610 $ | +1.697.140 $ | +13,0 % |
| Ledyard National Bank | 24.289.379 $ | +982.542 $ | +4,2 % | 23.306.837 $ | +121.712 $ | +0,5 % | 23.185.125 $ | -273.500 $ | -1,2 % | 23.458.625 $ | +2.020.848 $ | +9,4 % |
| Baird Financial Group, Inc. | 23.592.018 $ | +3.909.067 $ | +19,9 % | 19.682.951 $ | +1.383.755 $ | +7,6 % | 18.299.196 $ | +642.282 $ | +3,6 % | |||
| SageView Advisory Group, LLC | 23.436.718 $ | +2.151.071 $ | +10,1 % | 21.285.647 $ | -1.296.622 $ | -5,7 % | 22.582.269 $ | +500.453 $ | +2,3 % | |||
| OSAIC HOLDINGS, INC. | 22.830.964 $ | +5.079.754 $ | +28,6 % | 17.751.210 $ | +6.058.635 $ | +51,8 % | 11.692.575 $ | -4.038.241 $ | -25,7 % | |||
| Colony Family Offices, LLC | 20.620.200 $ | +903.420 $ | +4,6 % | 19.716.780 $ | -2.780.976 $ | -12,4 % | 22.497.756 $ | +3.334.456 $ | +17,4 % | 19.163.300 $ | +1.120.292 $ | +6,2 % |
| MERCER GLOBAL ADVISORS INC /ADV | 10.732.054 $ | -11.360.831 $ | -51,4 % | 22.092.885 $ | +1.525.058 $ | +7,4 % | 20.567.827 $ | +1.257.615 $ | +6,5 % | |||
| Pathway Financial Advisors LLC | 18.967.175 $ | -336.565 $ | -1,7 % | 19.303.740 $ | -2.472.405 $ | -11,4 % | 21.776.145 $ | +3.949.186 $ | +22,2 % | 17.826.959 $ | +1.638.159 $ | +10,1 % |
| Occidental Asset Management, LLC | 19.953.662 $ | +357.612 $ | +1,8 % | 19.596.050 $ | +908.531 $ | +4,9 % | 18.687.519 $ | +553.374 $ | +3,1 % | |||
| Focus Partners Wealth | 11.365.973 $ | -1.424.267 $ | -11,1 % | 12.790.240 $ | -6.968.344 $ | -35,3 % | 19.758.584 $ | +8.589.540 $ | +76,9 % | |||
| Corient Private Wealth LP | 10.672.125 $ | +657.112 $ | +6,6 % | 10.015.013 $ | -9.593.263 $ | -48,9 % | 19.608.276 $ | +15.376.665 $ | +363,4 % | |||
| Navalign, LLC | 17.151.186 $ | -1.824.253 $ | -9,6 % | 18.975.439 $ | +1.909.216 $ | +11,2 % | 17.066.223 $ | +941.625 $ | +5,8 % | |||
| PARK NATIONAL CORP /OH/ | 18.577.959 $ | -291.393 $ | -1,5 % | 18.869.352 $ | +1.122.518 $ | +6,3 % | 17.746.834 $ | +1.573.723 $ | +9,7 % | 16.173.111 $ | -11.371 $ | -0,1 % |
| 5th Street Advisors, LLC | 17.971.008 $ | +4.913.352 $ | +37,6 % | 13.057.656 $ | +817.464 $ | +6,7 % | 12.240.192 $ | +338.568 $ | +2,8 % | |||
| FLOW TRADERS U.S. LLC | 17.817.000 $ | +735.000 $ | +4,3 % | 17.082.000 $ | +8.567.000 $ | +100,6 % | 8.515.000 $ | -17.337.000 $ | -67,1 % | |||
| CERTUITY, LLC | 17.704.490 $ | +42.064 $ | +0,2 % | 17.662.426 $ | +935.936 $ | +5,6 % | 16.726.490 $ | -657.512 $ | -3,8 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9.862.298 $ | -198.416 $ | -2,0 % | 10.060.714 $ | +144.118 $ | +1,5 % | 9.916.596 $ | -7.565.348 $ | -43,3 % | 17.481.944 $ | -1.341.216 $ | -7,1 % |
| BESSEMER GROUP INC | 16.129.000 $ | -839.000 $ | -4,9 % | 16.968.000 $ | +3.105.000 $ | +22,4 % | 13.863.000 $ | +3.781.000 $ | +37,5 % | |||
| Austin Wealth Management, LLC | 12.846.421 $ | -158.678 $ | -1,2 % | 13.005.099 $ | -3.264.067 $ | -20,1 % | 16.269.166 $ | +608.200 $ | +3,9 % | |||
| CoreCap Advisors, LLC | 16.237.381 $ | +1.275.936 $ | +8,5 % | 14.961.445 $ | -116.786 $ | -0,8 % | 15.078.231 $ | +2.369.743 $ | +18,6 % | 12.708.488 $ | +1.072.543 $ | +9,2 % |
| VestGen Advisors, LLC | 15.483.269 $ | -683.072 $ | -4,2 % | 16.166.341 $ | ||||||||
| BRIDGES INVESTMENT MANAGEMENT INC | 16.022.336 $ | +1.850.564 $ | +13,1 % | 14.171.772 $ | +172.542 $ | +1,2 % | 13.999.230 $ | +256.814 $ | +1,9 % | |||
| Kingsview Wealth Management, LLC | 9.209.756 $ | -5.835.521 $ | -38,8 % | 15.045.277 $ | ||||||||
| VestGen Investment Management | 14.439.862 $ | -126.784 $ | -0,9 % | 14.566.646 $ | +896.361 $ | +6,6 % | 13.670.285 $ | -542.320 $ | -3,8 % | |||
| STEPH & CO | 13.841.242 $ | +360.158 $ | +2,7 % | 13.481.084 $ | -1.025.168 $ | -7,1 % | 14.506.252 $ | +1.408.290 $ | +10,8 % | 13.097.962 $ | +9.704 $ | +0,1 % |
| JPMORGAN CHASE & CO | 14.425.344 $ | +90.778 $ | +0,6 % | 14.334.566 $ | +3.482.759 $ | +32,1 % | 10.851.807 $ | -16.137.929 $ | -59,8 % | |||
| VAQUERO PRIVATE WEALTH, LTD | 14.383.775 $ | |||||||||||
| THRIVENT FINANCIAL FOR LUTHERANS | 2.714.000 $ | +360.000 $ | +15,3 % | 2.354.000 $ | -11.544.000 $ | -83,1 % | 13.898.000 $ | +1.010.000 $ | +7,8 % | |||
| BANK OF MONTREAL /CAN/ | 13.852.793 $ | +4.998.280 $ | +56,4 % | 8.854.513 $ | +5.860.737 $ | +195,8 % | 2.993.776 $ | +305.384 $ | +11,4 % | |||
| SENTINEL TRUST CO LBA | 12.847.000 $ | +5.819.000 $ | +82,8 % | 7.028.000 $ | -418.000 $ | -5,6 % | 7.446.000 $ | -12.000 $ | -0,2 % | |||
| Pasadena Private Wealth, LLC | 11.672.110 $ | -1.173.563 $ | -9,1 % | 12.845.673 $ | +3.813.358 $ | +42,2 % | 9.032.315 $ | +1.622.851 $ | +21,9 % | |||
| Brio Consultants, LLC | 11.015.862 $ | -863.912 $ | -7,3 % | 11.879.774 $ | +950.171 $ | +8,7 % | 10.929.603 $ | +818.873 $ | +8,1 % | |||
| Anderson Financial Strategies, LLC | 11.786.478 $ | +879.773 $ | +8,1 % | 10.906.705 $ | +209.271 $ | +2,0 % | 10.697.434 $ | +128.587 $ | +1,2 % | |||
| Dynamic Advisor Solutions LLC | 11.107.960 $ | -429.026 $ | -3,7 % | 11.536.986 $ | +1.550.346 $ | +15,5 % | 9.986.640 $ | -262.251 $ | -2,6 % | 10.248.891 $ | -3.187.926 $ | -23,7 % |
| Trace Wealth Advisors, LLC | 11.361.526 $ | +996.172 $ | +9,6 % | 10.365.354 $ | +191.189 $ | +1,9 % | 10.174.165 $ | -136.312 $ | -1,3 % | |||
| CX Institutional | 5.139.000 $ | -71.000 $ | -1,4 % | 5.210.000 $ | -104.000 $ | -2,0 % | 5.314.000 $ | -5.936.000 $ | -52,8 % | 11.250.000 $ | +281.000 $ | +2,6 % |
| Cambria Investment Management, L.P. | 6.432.321 $ | -4.544.464 $ | -41,4 % | 10.976.785 $ | ||||||||
| STIFEL FINANCIAL CORP | 10.279.444 $ | +573.102 $ | +5,9 % | 9.706.342 $ | -1.047.010 $ | -9,7 % | 10.753.352 $ | +819.574 $ | +8,3 % | |||
| OLD MISSION CAPITAL LLC | 9.061.661 $ | -1.661.314 $ | -15,5 % | 10.722.975 $ | +1.527.041 $ | +16,6 % | 9.195.934 $ | -188.537 $ | -2,0 % | |||
| Missouri Trust & Investment Co | 10.675.482 $ | +630.809 $ | +6,3 % | 10.044.673 $ | +746.214 $ | +8,0 % | 9.298.459 $ | +527.859 $ | +6,0 % | |||
| M Holdings Securities, Inc. | 8.857.000 $ | -1.705.000 $ | -16,1 % | 10.562.000 $ | +580.000 $ | +5,8 % | 9.982.000 $ | |||||
| Advantage Trust Co | 10.025.531 $ | +2.179.431 $ | +27,8 % | 7.846.100 $ | +4.879.694 $ | +164,5 % | 2.966.406 $ | |||||
| Stratos Investment Management, LLC | 9.855.581 $ | +906.776 $ | +10,1 % | 8.948.805 $ | +1.150.071 $ | +14,7 % | 7.798.734 $ | +185.586 $ | +2,4 % | |||
| UMB Bank, n.a. | 9.666.073 $ | +5.329.585 $ | +122,9 % | 4.336.488 $ | +120.681 $ | +2,9 % | 4.215.807 $ | -555.708 $ | -11,6 % | |||
| Envestnet Portfolio Solutions, Inc. | 8.287.143 $ | -1.121.112 $ | -11,9 % | 9.408.255 $ | +9.570 $ | +0,1 % | 9.398.685 $ | +172.663 $ | +1,9 % | |||
| Allworth Financial LP | 9.145.266 $ | +711.152 $ | +8,4 % | 8.434.114 $ | +51.968 $ | +0,6 % | 8.382.146 $ | +180.236 $ | +2,2 % | |||
| CAMBIENT FAMILY OFFICE, LLC | 8.661.924 $ | -419.167 $ | -4,6 % | 9.081.091 $ | +2.288.299 $ | +33,7 % | 6.792.792 $ | |||||
| Wealthfront Advisers LLC | 9.076.809 $ | +172.187 $ | +1,9 % | 8.904.622 $ | +2.748.221 $ | +44,6 % | 6.156.401 $ | +724.228 $ | +13,3 % | |||
| IAG Wealth Partners, LLC | 8.257.646 $ | -725.990 $ | -8,1 % | 8.983.636 $ | +1.773.141 $ | +24,6 % | 7.210.495 $ | +665.984 $ | +10,2 % | |||
| Forefront Analytics, LLC | 5.051.990 $ | -3.791.187 $ | -42,9 % | 8.843.177 $ | +4.122.073 $ | +87,3 % | 4.721.104 $ | -89.748 $ | -1,9 % | |||
| COURIER CAPITAL LLC | 8.796.266 $ | +1.053.942 $ | +13,6 % | 7.742.324 $ | +591.692 $ | +8,3 % | 7.150.632 $ | +342.422 $ | +5,0 % | 6.808.210 $ | +278.954 $ | +4,3 % |
| ARKANSAS FINANCIAL GROUP, INC. | 7.490.382 $ | -1.295.534 $ | -14,7 % | 8.785.916 $ | +702.569 $ | +8,7 % | 8.083.347 $ | -77.486 $ | -0,9 % | |||
| SK Wealth Management, LLC | 8.556.532 $ | +641.904 $ | +8,1 % | 7.914.628 $ | -825.748 $ | -9,4 % | 8.740.376 $ | -4.355.226 $ | -33,3 % | |||
| Roehl & Yi Investment Advisors, LLC | 8.674.117 $ | +460.105 $ | +5,6 % | 8.214.012 $ | +1.861.841 $ | +29,3 % | 6.352.171 $ | +289.652 $ | +4,8 % | |||
| Orion Porfolio Solutions, LLC | 8.673.694 $ | +730.992 $ | +9,2 % | 7.942.702 $ | -419.798 $ | -5,0 % | 8.362.500 $ | -388.787 $ | -4,4 % | |||
| Greenspring Advisors, LLC | 8.548.836 $ | +1.196.429 $ | +16,3 % | 7.352.407 $ | -244.335 $ | -3,2 % | 7.596.742 $ | |||||
| Finward Bancorp | 8.470.710 $ | -23.557 $ | -0,3 % | 8.494.267 $ | +445.363 $ | +5,5 % | 8.048.904 $ | +897.920 $ | +12,6 % | 7.150.984 $ | +1.539.828 $ | +27,4 % |
| Schorn Wealth LLC | 1.758.541 $ | -9.561 $ | -0,5 % | 1.768.102 $ | -6.449.729 $ | -78,5 % | 8.217.831 $ | |||||
| Beacon Pointe Advisors, LLC | 7.715.423 $ | -389.472 $ | -4,8 % | 8.104.895 $ | +2.996.946 $ | +58,7 % | 5.107.949 $ | +114.322 $ | +2,3 % | |||
| SIMON QUICK ADVISORS, LLC | 7.549.000 $ | -473.515 $ | -5,9 % | 8.022.515 $ | +361.050 $ | +4,7 % | 7.661.465 $ | -208.565 $ | -2,7 % | |||
| Avos Capital Management, LLC | 7.307.463 $ | -251.104 $ | -3,3 % | 7.558.567 $ | +301.238 $ | +4,2 % | 7.257.329 $ | +331.040 $ | +4,8 % | |||
| IFG Advisory, LLC | 5.660.708 $ | +5.521.439 $ | +3.964,6 % | 139.269 $ | -7.413.760 $ | -98,2 % | 7.553.029 $ | +222.820 $ | +3,0 % | |||
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 7.483.792 $ | +1.784.604 $ | +31,3 % | 5.699.188 $ | -78.658 $ | -1,4 % | 5.777.846 $ | +42.904 $ | +0,7 % | 5.734.942 $ | -64.357 $ | -1,1 % |
| EJMK Ventures LLC | 7.475.011 $ | +672.436 $ | +9,9 % | 6.802.575 $ | +98.304 $ | +1,5 % | 6.704.271 $ | +2.299.313 $ | +52,2 % | 4.404.958 $ | ||
| Pinnacle Financial Partners, Inc. | 7.424.970 $ | +552.727 $ | +8,0 % | 6.872.243 $ | +1.645.539 $ | +31,5 % | 5.226.704 $ | |||||
| Atria Investments, Inc | 7.015.206 $ | -286.368 $ | -3,9 % | 7.301.574 $ | +2.187.247 $ | +42,8 % | 5.114.327 $ | +2.696.723 $ | +111,5 % | 2.417.604 $ | +1.327.109 $ | +121,7 % |
| Fermata Advisors, LLC | 7.179.715 $ | +512.095 $ | +7,7 % | 6.667.620 $ | -593.059 $ | -8,2 % | 7.260.679 $ | +912.638 $ | +14,4 % | 6.348.041 $ | +356.040 $ | +5,9 % |
| a16z Perennial Management, L.P. | 7.247.409 $ | |||||||||||
| Curry Webb Wealth Management LLC | 5.387.751 $ | +0 $ | +0,0 % | 5.387.751 $ | -221.557 $ | -3,9 % | 5.609.308 $ | -1.622.521 $ | -22,4 % | 7.231.829 $ | ||
| Holcombe Financial, Inc. | 1.455.376 $ | -5.630.857 $ | -79,5 % | 7.086.233 $ | +826.227 $ | +13,2 % | 6.260.006 $ | +724.170 $ | +13,1 % | 5.535.836 $ | +2.237.600 $ | +67,8 % |
| HighTower Advisors, LLC | 6.049.663 $ | -980.708 $ | -13,9 % | 7.030.371 $ | +1.666.119 $ | +31,1 % | 5.364.252 $ | -360.985 $ | -6,3 % | |||
| Efficient Advisors, LLC | 5.834.965 $ | -1.103.680 $ | -15,9 % | 6.938.645 $ | -139.828 $ | -2,0 % | ||||||
| BENJAMIN EDWARDS INC | 6.883.328 $ | +766.866 $ | +12,5 % | 6.116.462 $ | -91.559 $ | -1,5 % | 6.208.021 $ | +66.945 $ | +1,1 % | |||
| Kendall Capital Management | 6.831.507 $ | +885.150 $ | +14,9 % | 5.946.357 $ | +424.431 $ | +7,7 % | 5.521.926 $ | +649.906 $ | +13,3 % | |||
| HRT FINANCIAL LP | 255.000 $ | -6.372.000 $ | -96,2 % | 6.627.000 $ | +5.914.000 $ | +829,5 % | 713.000 $ | +269.000 $ | +60,6 % | |||
| First Heartland Consultants, Inc. | 6.623.339 $ | +111.769 $ | +1,7 % | 6.511.570 $ | +1.687.789 $ | +35,0 % | 4.823.781 $ | +2.627.382 $ | +119,6 % | 2.196.399 $ | +1.420.996 $ | +183,3 % |
| FIRST FINANCIAL CORP /IN/ | 5.597.181 $ | +34.787 $ | +0,6 % | 5.562.394 $ | +376.732 $ | +7,3 % | 5.185.662 $ | -1.344.247 $ | -20,6 % | 6.529.909 $ | +286.335 $ | +4,6 % |
| CFS Investment Advisory Services, LLC | 1.705.131 $ | -455.690 $ | -21,1 % | 2.160.821 $ | -4.098.915 $ | -65,5 % | 6.259.736 $ | -192.215 $ | -3,0 % | 6.451.951 $ | -2.645.141 $ | -29,1 % |
| Klingman & Associates, LLC | 6.014.161 $ | -307.309 $ | -4,9 % | 6.321.470 $ | -126.831 $ | -2,0 % | 6.448.301 $ | +122.758 $ | +1,9 % | 6.325.543 $ | -317.180 $ | -4,8 % |
| Sloy Dahl & Holst, LLC | 6.444.022 $ | +120.517 $ | +1,9 % | 6.323.505 $ | +562.256 $ | +9,8 % | 5.761.249 $ | +43.286 $ | +0,8 % | 5.717.963 $ | +229.113 $ | +4,2 % |
| Olde Wealth Management, LLC | 6.443.000 $ | +589.000 $ | +10,1 % | 5.854.000 $ | -248.000 $ | -4,1 % | 6.102.000 $ | -20.000 $ | -0,3 % | |||
| WealthPlan Investment Management, LLC | 6.018.004 $ | -401.685 $ | -6,3 % | 6.419.689 $ | +649.780 $ | +11,3 % | 5.769.909 $ | +4.872.807 $ | +543,2 % | 897.102 $ | ||
| ASSETMARK, INC | 6.141.757 $ | -217.451 $ | -3,4 % | 6.359.208 $ | +6.013.125 $ | +1.737,5 % | 346.083 $ | +12.599 $ | +3,8 % | 333.484 $ | +140.862 $ | +73,1 % |
| W1M Asset Management Ltd | 5.670.075 $ | -673.325 $ | -10,6 % | 6.343.400 $ | ||||||||
| Magnus Financial Group LLC | 6.295.777 $ | +60.954 $ | +1,0 % | 6.234.823 $ | +716.237 $ | +13,0 % | 5.518.586 $ | -57.131 $ | -1,0 % | 5.575.717 $ | +132.691 $ | +2,4 % |
| CVA Family Office, LLC | 6.261.274 $ | -28.156 $ | -0,4 % | 6.289.430 $ | +380.464 $ | +6,4 % | 5.908.966 $ | +160.933 $ | +2,8 % | |||
| IFP Advisors, Inc | 6.216.001 $ | +2.594.504 $ | +71,6 % | 3.621.497 $ | +2.086.596 $ | +135,9 % | 1.534.901 $ | +312.204 $ | +25,5 % | 1.222.697 $ | +902.545 $ | +281,9 % |
| Kestra Advisory Services, LLC | 5.882.185 $ | -212.070 $ | -3,5 % | 6.094.255 $ | +349.154 $ | +6,1 % | 5.745.101 $ | +767.166 $ | +15,4 % | |||
| Rockefeller Capital Management L.P. | 5.289.488 $ | -93.418 $ | -1,7 % | 5.382.906 $ | -544.688 $ | -9,2 % | 5.927.594 $ | -616.598 $ | -9,4 % | |||
| Delos Wealth Advisors, LLC | 5.881.119 $ | +1.031.131 $ | +21,3 % | 4.849.988 $ | +698.675 $ | +16,8 % | 4.151.313 $ | +40.929 $ | +1,0 % | |||
| JONES FINANCIAL COMPANIES LLLP | 5.849.071 $ | +1.290.207 $ | +28,3 % | 4.558.864 $ | +1.199.676 $ | +35,7 % | 3.359.188 $ | +602.668 $ | +21,9 % | |||
| MONECO ADVISORS, LLC | 5.774.879 $ | +1.729.148 $ | +42,7 % | 4.045.731 $ | +749.863 $ | +22,8 % | 3.295.868 $ | +12.494 $ | +0,4 % | |||
| Vident Advisory, LLC | 5.747.119 $ | +561.540 $ | +10,8 % | 5.185.579 $ | +2.563.671 $ | +97,8 % | 2.621.908 $ | -1.854.051 $ | -41,4 % | |||
| D. E. Shaw & Co., Inc. | 5.699.577 $ | |||||||||||
| ENTREWEALTH, LLC | 5.517.897 $ | +195.205 $ | +3,7 % | 5.322.692 $ | +594.279 $ | +12,6 % | 4.728.413 $ | +260.127 $ | +5,8 % | 4.468.286 $ | +512.459 $ | +13,0 % |
| Discipline Wealth Solutions, LLC | 5.474.469 $ | +21.582 $ | +0,4 % | 5.452.887 $ | +172.660 $ | +3,3 % | 5.280.227 $ | +343.158 $ | +7,0 % | 4.937.069 $ | -97.827 $ | -1,9 % |
| LAKE STREET PRIVATE WEALTH, LLC | 5.334.073 $ | +538.418 $ | +11,2 % | 4.795.655 $ | -261.342 $ | -5,2 % | 5.056.997 $ | +515.887 $ | +11,4 % | 4.541.110 $ | +353.536 $ | +8,4 % |
| BLAIR WILLIAM & CO/IL | 5.298.991 $ | +1.664.006 $ | +45,8 % | 3.634.985 $ | +68.414 $ | +1,9 % | 3.566.571 $ | +1.171.668 $ | +48,9 % | |||
| Clark Capital Management Group, Inc. | 636.601 $ | -4.632.848 $ | -87,9 % | 5.269.449 $ | +1.494.125 $ | +39,6 % | ||||||
| S. R. Schill & Associates | 5.192.679 $ | +166.028 $ | +3,3 % | |||||||||
| FMR LLC | 5.162.660 $ | +1.262.191 $ | +32,4 % | 3.900.469 $ | +585.270 $ | +17,7 % | 3.315.199 $ | +813.494 $ | +32,5 % | |||
| Equitable Holdings, Inc. | 2.493.224 $ | +170.343 $ | +7,3 % | 2.322.881 $ | -2.769.080 $ | -54,4 % | 5.091.961 $ | +2.088.731 $ | +69,5 % | |||
| Rossby Financial, LCC | 3.692.502 $ | -1.188.824 $ | -24,4 % | 4.881.326 $ | +1.097.699 $ | +29,0 % | 3.783.627 $ | +3.771.728 $ | +31.697,9 % | |||
| CULLEN/FROST BANKERS, INC. | 4.136.452 $ | -620.271 $ | -13,0 % | 4.756.723 $ | +600.329 $ | +14,4 % | 4.156.394 $ | -568.913 $ | -12,0 % | |||
| GTS SECURITIES LLC | 2.914.217 $ | -1.826.083 $ | -38,5 % | 4.740.300 $ | +2.544.038 $ | +115,8 % | 2.196.262 $ | +815.171 $ | +59,0 % | |||
| VICTORY FINANCIAL GROUP, LLC | 4.639.640 $ | +1.599.831 $ | +52,6 % | 3.039.809 $ | +283.694 $ | +10,3 % | 2.756.115 $ | +478.431 $ | +21,0 % | |||
| COMERICA BANK | 4.579.318 $ | -155.919 $ | -3,3 % | |||||||||
| FRANKLIN TEMPLETON INC | 3.995.544 $ | -492.165 $ | -11,0 % | 4.487.709 $ | +569.563 $ | +14,5 % | 3.918.146 $ | -59.792 $ | -1,5 % | |||
| CENTAURUS FINANCIAL, INC. | 4.243.000 $ | +1.185.000 $ | +38,8 % | 3.058.000 $ | +168.000 $ | +5,8 % | 2.890.000 $ | -570.000 $ | -16,5 % | |||
| Wealthcare Advisory Partners LLC | 4.068.668 $ | +112.957 $ | +2,9 % | 3.955.711 $ | -280.499 $ | -6,6 % | 4.236.210 $ | +297.804 $ | +7,6 % | 3.938.406 $ | -6.129.087 $ | -60,9 % |
| MATHER GROUP, LLC. | 3.846.244 $ | -388.243 $ | -9,2 % | 4.234.487 $ | +136.644 $ | +3,3 % | 4.097.843 $ | +4.708 $ | +0,1 % | 4.093.135 $ | +152.086 $ | +3,9 % |
| FIDUCIENT ADVISORS LLC | 4.210.911 $ | +1.906.188 $ | +82,7 % | 2.304.723 $ | +265.300 $ | +13,0 % | 2.039.423 $ | +5.584 $ | +0,3 % | |||
| FIRST UNITED BANK & TRUST | 2.794.962 $ | -246.029 $ | -8,1 % | 3.040.991 $ | +168.553 $ | +5,9 % | 2.872.438 $ | -1.265.753 $ | -30,6 % | 4.138.191 $ | -85.162 $ | -2,0 % |
| Tower Research Capital LLC (TRC) | 1.305.186 $ | -2.798.653 $ | -68,2 % | 4.103.839 $ | +2.332.542 $ | +131,7 % | 1.771.297 $ | +727.103 $ | +69,6 % | |||
| Dorsey & Whitney Trust CO LLC | 4.061.812 $ | +23.195 $ | +0,6 % | 4.038.617 $ | +478.044 $ | +13,4 % | 3.560.573 $ | +375.325 $ | +11,8 % | |||
| LRI Investments, LLC | 3.953.952 $ | -50.831 $ | -1,3 % | 4.004.783 $ | +238.052 $ | +6,3 % | 3.766.731 $ | +245.297 $ | +7,0 % | |||
| Bienville Capital Management, LLC | 3.908.144 $ | +3.557.457 $ | +1.014,4 % | 350.687 $ | +59.855 $ | +20,6 % | 290.832 $ | +14.317 $ | +5,2 % | |||
| Walkner Condon Financial Advisors LLC | 3.705.606 $ | -173.378 $ | -4,5 % | 3.878.984 $ | +732.714 $ | +23,3 % | 3.146.270 $ | +169.071 $ | +5,7 % | |||
| Valeo Financial Advisors, LLC | 2.137.891 $ | -1.731.836 $ | -44,8 % | 3.869.727 $ | +3.615.493 $ | +1.422,1 % | 254.234 $ | -7.149 $ | -2,7 % | 261.383 $ | ||
| Goldstein Advisors, LLC | 3.679.544 $ | -115.956 $ | -3,1 % | 3.795.500 $ | +455.610 $ | +13,6 % | 3.339.890 $ | -137.326 $ | -3,9 % | 3.477.216 $ | +87.726 $ | +2,6 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.931.498 $ | -860.401 $ | -22,7 % | 3.791.899 $ | +2.303.417 $ | +154,7 % | 1.488.482 $ | +802.761 $ | +117,1 % | 685.721 $ | -13.145 $ | -1,9 % |
| SeaCrest Wealth Management, LLC | 3.713.894 $ | +487.580 $ | +15,1 % | 3.226.314 $ | +557.767 $ | +20,9 % | 2.668.547 $ | |||||
| MARQUETTE ASSOCIATES, INC. | 3.695.095 $ | +3.492.972 $ | +1.728,1 % | 202.123 $ | -21.886 $ | -9,8 % | ||||||
| Vise Technologies, Inc. | 3.656.740 $ | +1.207.423 $ | +49,3 % | 2.449.317 $ | +0 $ | +0,0 % | 2.449.317 $ | |||||
| Anson Capital, Inc. | 3.652.897 $ | +245.964 $ | +7,2 % | 3.406.933 $ | +338.013 $ | +11,0 % | 3.068.920 $ | -125.070 $ | -3,9 % | |||
| STALEY CAPITAL ADVISERS INC | 3.541.849 $ | |||||||||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 3.265.736 $ | -268.200 $ | -7,6 % | 3.533.936 $ | +531.449 $ | +17,7 % | 3.002.487 $ | |||||
| Vantage Financial Partners, LLC | 3.507.462 $ | +406.121 $ | +13,1 % | |||||||||
| First PREMIER Bank | 3.463.000 $ | +54.000 $ | +1,6 % | 3.409.000 $ | +200.000 $ | +6,2 % | 3.209.000 $ | +77.000 $ | +2,5 % | 3.132.000 $ | +96.000 $ | +3,2 % |
| Texas Capital Bank Wealth Management Services Inc | 2.938.406 $ | +1.907 $ | +0,1 % | 2.936.499 $ | -524.205 $ | -15,1 % | 3.460.704 $ | -807.707 $ | -18,9 % | |||
| Comprehensive Wealth Management, LLC | 2.126.566 $ | -1.333.513 $ | -38,5 % | 3.460.079 $ | +337.658 $ | +10,8 % | 3.122.421 $ | +483.778 $ | +18,3 % | |||
| Integrated Wealth Concepts LLC | 3.452.922 $ | +768.942 $ | +28,6 % | 2.683.980 $ | +181.808 $ | +7,3 % | 2.502.172 $ | +161.773 $ | +6,9 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2.765.545 $ | -389.127 $ | -12,3 % | 3.154.672 $ | -286.694 $ | -8,3 % | 3.441.366 $ | -82.697 $ | -2,3 % | |||
| Qube Research & Technologies Ltd | 3.419.867 $ | +3.055.023 $ | +837,4 % | 364.844 $ | -2.078.491 $ | -85,1 % | ||||||
| Smartleaf Asset Management LLC | 1.003.874 $ | -29.030 $ | -2,8 % | 1.032.904 $ | -2.363.152 $ | -69,6 % | 3.396.056 $ | -1.876.056 $ | -35,6 % | |||
| Fiduciary Alliance LLC | 3.353.711 $ | +901.542 $ | +36,8 % | 2.452.169 $ | +343.714 $ | +16,3 % | 2.108.455 $ | |||||
| F/m Investments LLC | 3.306.781 $ | -28.868 $ | -0,9 % | |||||||||
| BBR PARTNERS, LLC | 3.284.857 $ | |||||||||||
| World Investment Advisors | 3.249.647 $ | -876 $ | -0,0 % | 3.250.523 $ | +2.136.983 $ | +191,9 % | 1.113.540 $ | +545.745 $ | +96,1 % | |||
| Emerald Investment Advisers, LLC | 3.243.839 $ | +141.517 $ | +4,6 % | 3.102.322 $ | ||||||||
| Tidal Investments LLC | 3.229.227 $ | |||||||||||
| Ballentine Capital Advisors, Inc | 3.210.983 $ | -2.873 $ | -0,1 % | 3.213.856 $ | +270.744 $ | +9,2 % | 2.943.112 $ | -108.136 $ | -3,5 % | 3.051.248 $ | +2.631 $ | +0,1 % |
| Wealthspire Retirement, LLC | 3.196.132 $ | +109.663 $ | +3,6 % | 3.086.469 $ | +512.225 $ | +19,9 % | 2.574.244 $ | -46.350 $ | -1,8 % | |||
| Valued Retirements, Inc. | 3.154.009 $ | +128.098 $ | +4,2 % | 3.025.911 $ | +152.385 $ | +5,3 % | 2.873.526 $ | +129.113 $ | +4,7 % | |||
| BOKF, NA | 2.516.816 $ | -416.298 $ | -14,2 % | 2.933.114 $ | -197.201 $ | -6,3 % | 3.130.315 $ | -244.570 $ | -7,2 % | |||
| RFG Advisory, LLC | 3.115.376 $ | +155.158 $ | +5,2 % | 2.960.218 $ | +528.480 $ | +21,7 % | 2.431.738 $ | +241.979 $ | +11,1 % | |||
| AlTi Global, Inc. | 2.795.513 $ | -311.414 $ | -10,0 % | 3.106.927 $ | +533.829 $ | +20,7 % | 2.573.098 $ | +133.145 $ | +5,5 % | |||
| Arlington Financial Advisors, LLC | 3.088.480 $ | |||||||||||
| Summit Financial, LLC | 3.077.167 $ | +555.630 $ | +22,0 % | 2.521.537 $ | -62.068 $ | -2,4 % | 2.583.605 $ | +736.628 $ | +39,9 % | |||
| PNC FINANCIAL SERVICES GROUP, INC. | 2.825.096 $ | -233.784 $ | -7,6 % | 3.058.880 $ | +1.047.796 $ | +52,1 % | 2.011.084 $ | +90.734 $ | +4,7 % | |||
| Independent Advisor Alliance | 3.049.928 $ | +709.828 $ | +30,3 % | 2.340.100 $ | +438.097 $ | +23,0 % | 1.902.003 $ | +127.682 $ | +7,2 % | |||
| RAINIER FAMILY WEALTH INC | 3.013.338 $ | +268.395 $ | +9,8 % | 2.744.943 $ | +1.780.668 $ | +184,7 % | 964.275 $ | +175.388 $ | +22,2 % | |||
| Indivisible Partners | 3.009.240 $ | |||||||||||
| Synergy Asset Management, LLC | 2.992.976 $ | |||||||||||
| TRB Wealth Management, LLC | 2.986.458 $ | +172.559 $ | +6,1 % | 2.813.899 $ | ||||||||
| Mutual Advisors, LLC | 2.813.288 $ | -109.857 $ | -3,8 % | 2.923.145 $ | +36.489 $ | +1,3 % | 2.886.656 $ | -40.210 $ | -1,4 % | |||
| Lynx Investment Advisory | 2.449.654 $ | -459.308 $ | -15,8 % | 2.908.962 $ | +2.081.741 $ | +251,7 % | 827.221 $ | -80.822 $ | -8,9 % | |||
| Redwood Park Advisors LLC | 2.812.680 $ | -79.957 $ | -2,8 % | 2.892.637 $ | +651.472 $ | +29,1 % | 2.241.165 $ | +561.096 $ | +33,4 % | |||
| AMG National Trust Bank | 2.853.997 $ | +271.612 $ | +10,5 % | 2.582.385 $ | -78.296 $ | -2,9 % | 2.660.681 $ | +68.420 $ | +2,6 % | |||
| BEAM WEALTH ADVISORS, INC. | 2.758.213 $ | -87.136 $ | -3,1 % | 2.845.349 $ | +109.447 $ | +4,0 % | 2.735.902 $ | -116.601 $ | -4,1 % | |||
| Smallwood Wealth Investment Management, LLC | 2.564.316 $ | -272.267 $ | -9,6 % | 2.836.583 $ | +345.432 $ | +13,9 % | 2.491.151 $ | -43.541 $ | -1,7 % | |||
| TRUST CO OF VERMONT | 2.786.733 $ | +7.716 $ | +0,3 % | 2.779.017 $ | +310.472 $ | +12,6 % | 2.468.545 $ | +43.745 $ | +1,8 % | |||
| Farther Finance Advisors, LLC | 2.775.855 $ | +46.751 $ | +1,7 % | 2.729.104 $ | +462.621 $ | +20,4 % | 2.266.483 $ | +426.332 $ | +23,2 % | 1.840.151 $ | +1.681.309 $ | +1.058,5 % |
| OneDigital Investment Advisors LLC | 2.764.683 $ | +251.365 $ | +10,0 % | 2.513.318 $ | +83.424 $ | +3,4 % | 2.429.894 $ | -37.961 $ | -1,5 % | |||
| COTTONWOOD CAPITAL ADVISORS, LLC | 2.761.542 $ | +202.618 $ | +7,9 % | 2.558.924 $ | +206.541 $ | +8,8 % | 2.352.383 $ | +277.029 $ | +13,3 % | 2.075.354 $ | +284.011 $ | +15,9 % |
| FIRST FOUNDATION ADVISORS | 2.753.171 $ | +331.593 $ | +13,7 % | 2.421.578 $ | -72.219 $ | -2,9 % | 2.493.797 $ | +43.513 $ | +1,8 % | |||
| NewEdge Advisors, LLC | 2.748.695 $ | +235.901 $ | +9,4 % | 2.512.794 $ | +280.241 $ | +12,6 % | 2.232.553 $ | +243.115 $ | +12,2 % | |||
| Concurrent Investment Advisors, LLC | 2.705.225 $ | +2.403.620 $ | +796,9 % | 301.605 $ | +26.059 $ | +9,5 % | 275.546 $ | -1.820.724 $ | -86,9 % | 2.096.270 $ | +157.759 $ | +8,1 % |
| Stratos Wealth Partners, LTD. | 2.573.763 $ | -113.540 $ | -4,2 % | 2.687.303 $ | +360.594 $ | +15,5 % | 2.326.709 $ | +207.213 $ | +9,8 % | |||
| Rossmore Private Capital | 2.682.661 $ | +287.604 $ | +12,0 % | 2.395.057 $ | -132.314 $ | -5,2 % | 2.527.371 $ | +782.675 $ | +44,9 % | |||
| EP Wealth Advisors, LLC | 2.658.373 $ | +202.838 $ | +8,3 % | 2.455.535 $ | +768.256 $ | +45,5 % | 1.687.279 $ | |||||
| Purkiss Capital Advisors LLC | 2.301.376 $ | -345.201 $ | -13,0 % | 2.646.577 $ | +423.769 $ | +19,1 % | 2.222.808 $ | -48.936 $ | -2,2 % | |||
| TRANSCEND CAPITAL ADVISORS, LLC | 2.522.432 $ | -118.741 $ | -4,5 % | 2.641.173 $ | +298.864 $ | +12,8 % | 2.342.309 $ | +83.099 $ | +3,7 % | |||
| PFG Advisors | 549.377 $ | -101.450 $ | -15,6 % | 650.827 $ | -245.267 $ | -27,4 % | 896.094 $ | -1.733.403 $ | -65,9 % | 2.629.497 $ | -354.381 $ | -11,9 % |
| WT Wealth Management | 2.624.501 $ | +223.578 $ | +9,3 % | 2.400.923 $ | +825.755 $ | +52,4 % | 1.575.168 $ | -63.139 $ | -3,9 % | 1.638.307 $ | +150.597 $ | +10,1 % |
| PEOPLES FINANCIAL SERVICES CORP. | 2.560.410 $ | +13.620 $ | +0,5 % | 2.546.790 $ | +105.548 $ | +4,3 % | 2.441.242 $ | -18.833 $ | -0,8 % | 2.460.075 $ | +3.416 $ | +0,1 % |
| STATE OF WISCONSIN INVESTMENT BOARD | 2.558.294 $ | +336.589 $ | +15,2 % | 2.221.705 $ | +110.728 $ | +5,2 % | 2.110.977 $ | +24.849 $ | +1,2 % | |||
| STUDIO INVESTMENT MANAGEMENT LLC | 2.236.640 $ | -143.088 $ | -6,0 % | 2.379.728 $ | -174.517 $ | -6,8 % | 2.554.245 $ | +125.628 $ | +5,2 % | 2.428.617 $ | +5.705 $ | +0,2 % |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1.856.865 $ | -154.120 $ | -7,7 % | 2.010.985 $ | -526.625 $ | -20,8 % | 2.537.610 $ | -1.055.893 $ | -29,4 % | |||
| FIFTH THIRD BANCORP | 2.072.838 $ | -449.636 $ | -17,8 % | 2.522.474 $ | +2.343.312 $ | +1.307,9 % | 179.162 $ | -281.339 $ | -61,1 % | |||
| Spire Wealth Management | 2.138.493 $ | -352.329 $ | -14,1 % | 2.490.822 $ | +888.017 $ | +55,4 % | 1.602.805 $ | +69.255 $ | +4,5 % | |||
| Granite Harbor Advisors, Inc. | 2.241.969 $ | -238.562 $ | -9,6 % | 2.480.531 $ | +474.440 $ | +23,6 % | 2.006.091 $ | -152.534 $ | -7,1 % | |||
| Mariner, LLC | 2.467.596 $ | +2.181.844 $ | +763,5 % | 285.752 $ | -6.215 $ | -2,1 % | 291.967 $ | +5.095 $ | +1,8 % | |||
| L & S Advisors Inc | 2.386.224 $ | +184.160 $ | +8,4 % | 2.202.064 $ | -42.625 $ | -1,9 % | 2.244.689 $ | +1.452 $ | +0,1 % | |||
| Mosley Wealth Management | 2.385.697 $ | +284.374 $ | +13,5 % | 2.101.323 $ | +2.015.769 $ | +2.356,1 % | 85.554 $ | |||||
| Triad Wealth Partners, LLC | 2.287.503 $ | +218.100 $ | +10,5 % | 2.069.403 $ | +679.482 $ | +48,9 % | 1.389.921 $ | +480.812 $ | +52,9 % | |||
| Gryphon Financial Partners LLC | 2.264.036 $ | |||||||||||
| Urban Wealth Management, LLC | 1.716.309 $ | -544.361 $ | -24,1 % | 2.260.670 $ | +350.580 $ | +18,4 % | 1.910.090 $ | -79.437 $ | -4,0 % | 1.989.527 $ | ||
| Bryn Mawr Trust Advisors, LLC | 2.250.704 $ | +154.634 $ | +7,4 % | 2.096.070 $ | -13.034 $ | -0,6 % | 2.109.104 $ | +34.602 $ | +1,7 % | |||
| Horizon Investments, LLC | 1.244.090 $ | -997.454 $ | -44,5 % | 2.241.544 $ | +979.495 $ | +77,6 % | 1.262.049 $ | +704.485 $ | +126,4 % | |||
| Well Done, LLC | 2.240.213 $ | +89.121 $ | +4,1 % | 2.151.092 $ | +193.425 $ | +9,9 % | 1.957.667 $ | -23.294 $ | -1,2 % | 1.980.961 $ | +68.344 $ | +3,6 % |
| COMMERCE BANK | 2.204.137 $ | +69.681 $ | +3,3 % | 2.134.456 $ | +263.549 $ | +14,1 % | 1.870.907 $ | +45.168 $ | +2,5 % | |||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2.196.576 $ | +1.660.563 $ | +309,8 % | 536.013 $ | -53.306 $ | -9,0 % | 589.319 $ | |||||
| Diversify Advisory Services, LLC | 2.196.576 $ | +1.660.563 $ | +309,8 % | 536.013 $ | -33.136 $ | -5,8 % | 569.149 $ | |||||
| SCS Capital Management LLC | 2.186.254 $ | +97.904 $ | +4,7 % | 2.088.350 $ | +127.696 $ | +6,5 % | 1.960.654 $ | -15.936 $ | -0,8 % | |||
| Etesian Wealth Advisors, Inc. | 1.952.769 $ | -230.133 $ | -10,5 % | 2.182.902 $ | +272.057 $ | +14,2 % | 1.910.845 $ | -103.166 $ | -5,1 % | |||
| Asset Allocation Strategies LLC | 2.001.099 $ | -162.546 $ | -7,5 % | 2.163.645 $ | +121.334 $ | +5,9 % | 2.042.311 $ | -89.155 $ | -4,2 % | 2.131.466 $ | -47.301 $ | -2,2 % |
| TIEMANN INVESTMENT ADVISORS, LLC | 2.129.191 $ | -29.882 $ | -1,4 % | 2.159.073 $ | +78.224 $ | +3,8 % | 2.080.849 $ | -2.917 $ | -0,1 % | |||
| Essex Bank | 2.149.831 $ | +38.149 $ | +1,8 % | 2.111.682 $ | +170.900 $ | +8,8 % | 1.940.782 $ | -7.723 $ | -0,4 % | 1.948.505 $ | +59.033 $ | +3,1 % |
| Veridan Wealth LLC | 2.140.506 $ | |||||||||||
| HM PAYSON & CO | 2.127.870 $ | +225.041 $ | +11,8 % | 1.902.829 $ | -13.594 $ | -0,7 % | 1.916.423 $ | +36.796 $ | +2,0 % | |||
| HARBOUR INVESTMENTS, INC. | 2.127.215 $ | +534.813 $ | +33,6 % | 1.592.402 $ | +902.992 $ | +131,0 % | 689.410 $ | -5.871 $ | -0,8 % | |||
| Chicago Partners Investment Group LLC | 2.124.443 $ | +196 $ | +0,0 % | 2.124.247 $ | +144.039 $ | +7,3 % | 1.980.208 $ | -682 $ | -0,0 % | |||
| BFSG, LLC | 2.104.549 $ | +74.487 $ | +3,7 % | 2.030.062 $ | +111.400 $ | +5,8 % | 1.918.662 $ | +196.778 $ | +11,4 % | |||
| TOUNJIAN ADVISORY PARTNERS, LLC | 4.174 $ | -2.030.866 $ | -99,8 % | 2.035.040 $ | -61.558 $ | -2,9 % | 2.096.598 $ | -12.950 $ | -0,6 % | |||
| Stelac Advisory Services LLC | 1.755.797 $ | -325.059 $ | -15,6 % | 2.080.856 $ | +688.944 $ | +49,5 % | 1.391.912 $ | +505.717 $ | +57,1 % | |||
| BIP Wealth, LLC | 2.065.578 $ | +20.830 $ | +1,0 % | 2.044.748 $ | ||||||||
| Yoder Wealth Management, Inc. | 1.574.990 $ | -365.117 $ | -18,8 % | 1.940.107 $ | -85.133 $ | -4,2 % | 2.025.240 $ | -16.578 $ | -0,8 % | 2.041.818 $ | -33.752 $ | -1,6 % |
| Advisory Services Network, LLC | 1.999.288 $ | -15.033 $ | -0,7 % | 2.014.321 $ | +731.256 $ | +57,0 % | 1.283.065 $ | -918.075 $ | -41,7 % | |||
| SMART Wealth LLC | 1.882.871 $ | -119.651 $ | -6,0 % | 2.002.522 $ | ||||||||
| FIFTH THIRD SECURITIES, INC. | 1.942.297 $ | -54.609 $ | -2,7 % | 1.996.906 $ | +101.407 $ | +5,3 % | 1.895.499 $ | -2.090 $ | -0,1 % | 1.897.589 $ | +313.667 $ | +19,8 % |
| Chesapeake Wealth Management | 1.979.969 $ | +357.680 $ | +22,0 % | 1.622.289 $ | +142.642 $ | +9,6 % | 1.479.647 $ | -101.955 $ | -6,4 % | |||
| NICOLET BANKSHARES INC | 1.439.834 $ | -516.957 $ | -26,4 % | 1.956.791 $ | +791.788 $ | +68,0 % | 1.165.003 $ | -59.743 $ | -4,9 % | |||
| Trilogy Capital Inc. | 1.643.472 $ | -211.511 $ | -11,4 % | 1.854.983 $ | +40.124 $ | +2,2 % | 1.814.859 $ | -103.359 $ | -5,4 % | 1.918.218 $ | -94.592 $ | -4,7 % |
| Clear Point Advisors Inc. | 1.294.986 $ | -622.902 $ | -32,5 % | 1.917.888 $ | +842.345 $ | +78,3 % | 1.075.543 $ | +179.340 $ | +20,0 % | |||
| Red Tortoise LLC | 1.912.804 $ | +96.253 $ | +5,3 % | 1.816.551 $ | +100.216 $ | +5,8 % | ||||||
| Clayton Financial Group LLC | 1.892.817 $ | +62.382 $ | +3,4 % | 1.830.435 $ | ||||||||
| Patriot Financial Group Insurance Agency, LLC | 1.554.688 $ | -17.353 $ | -1,1 % | 1.572.041 $ | -319.209 $ | -16,9 % | 1.891.250 $ | +1.618.279 $ | +592,8 % | 272.971 $ | +10.537 $ | +4,0 % |
| ANGELES WEALTH MANAGEMENT, LLC | 1.885.994 $ | +1.628.728 $ | +633,1 % | 257.266 $ | +43.422 $ | +20,3 % | 213.844 $ | |||||
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1.884.615 $ | -181.140 $ | -8,8 % | |||||||||
| REDW Wealth LLC | 1.856.818 $ | +117.885 $ | +6,8 % | 1.738.933 $ | +9.419 $ | +0,5 % | 1.729.514 $ | -95.739 $ | -5,2 % | |||
| STEPHENS INC /AR/ | 1.845.921 $ | |||||||||||
| CITIGROUP INC | 1.837.559 $ | +443.845 $ | +31,8 % | 1.393.714 $ | +473.491 $ | +51,5 % | 920.223 $ | -192.121 $ | -17,3 % | |||
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 778.343 $ | -1.044.258 $ | -57,3 % | 1.822.601 $ | +107.522 $ | +6,3 % | 1.715.079 $ | +62.404 $ | +3,8 % | 1.652.675 $ | +118.362 $ | +7,7 % |
| Asset Dedication, LLC | 1.811.909 $ | +169.222 $ | +10,3 % | 1.642.687 $ | -23.291 $ | -1,4 % | 1.665.978 $ | +19.171 $ | +1,2 % | |||
| TWO SIGMA INVESTMENTS, LP | 1.797.400 $ | +320.375 $ | +21,7 % | 1.477.025 $ | +1.199.426 $ | +432,1 % | ||||||
| Brookwood Investment Group LLC | 1.796.990 $ | +30.963 $ | +1,8 % | 1.766.027 $ | +178.905 $ | +11,3 % | 1.587.122 $ | |||||
| GREENLEAF TRUST | 1.666.817 $ | -30.782 $ | -1,8 % | 1.697.599 $ | -39.972 $ | -2,3 % | 1.737.571 $ | -848.789 $ | -32,8 % | |||
| Cedar Wealth Management, LLC | 1.729.552 $ | +176.903 $ | +11,4 % | 1.552.649 $ | -28.060 $ | -1,8 % | 1.580.709 $ | -217.632 $ | -12,1 % | |||
| US BANCORP \DE\ | 1.728.018 $ | +98.631 $ | +6,1 % | 1.629.387 $ | +722.862 $ | +79,7 % | 906.525 $ | -507 $ | -0,1 % | |||
| CHOREO, LLC | 1.567.618 $ | -104.943 $ | -6,3 % | 1.672.561 $ | +193.307 $ | +13,1 % | 1.479.254 $ | +284.886 $ | +23,9 % | |||
| PACIFIC SUN FINANCIAL CORP | 1.672.539 $ | +66.632 $ | +4,1 % | 1.605.907 $ | -33.037 $ | -2,0 % | 1.638.944 $ | -127.724 $ | -7,2 % | |||
| Bleakley Financial Group, LLC | 1.657.907 $ | |||||||||||
| Quantinno Capital Management LP | 1.657.797 $ | +617.987 $ | +59,4 % | 1.039.810 $ | -38.953 $ | -3,6 % | 1.078.763 $ | -48.842 $ | -4,3 % | |||
| RIK SAYLOR FINANCIAL, INC. | 1.655.638 $ | +123.185 $ | +8,0 % | 1.532.453 $ | -26.035 $ | -1,7 % | 1.558.488 $ | +10.663 $ | +0,7 % | |||
| Fort Point Capital Partners LLC | 1.628.936 $ | +210.540 $ | +14,8 % | 1.418.396 $ | -22.047 $ | -1,5 % | 1.440.443 $ | +97.716 $ | +7,3 % | |||
| Roof Eidam Maycock Peralta, LLC | 1.622.002 $ | +33.919 $ | +2,1 % | 1.588.083 $ | +217.273 $ | +15,8 % | 1.370.810 $ | -58.790 $ | -4,1 % | 1.429.600 $ | +36.385 $ | +2,6 % |
| Arlington Trust Co LLC | 1.521.093 $ | +44.461 $ | +3,0 % | 1.476.632 $ | -140.526 $ | -8,7 % | 1.617.158 $ | +21.646 $ | +1,4 % | 1.595.512 $ | ||
| Sageworth Trust Co of South Dakota | 1.581.510 $ | -13.627 $ | -0,9 % | 1.595.137 $ | +40.889 $ | +2,6 % | 1.554.248 $ | +37.492 $ | +2,5 % | |||
| ALTFEST L J & CO INC | 1.594.865 $ | +83.138 $ | +5,5 % | 1.511.727 $ | +92.391 $ | +6,5 % | 1.419.336 $ | -25.508 $ | -1,8 % | |||
| Rothschild Wealth LLC | 1.590.594 $ | +176.802 $ | +12,5 % | 1.413.792 $ | +930.158 $ | +192,3 % | 483.634 $ | |||||
| WHITTIER TRUST CO | 1.445.843 $ | -134.375 $ | -8,5 % | 1.580.218 $ | +145.317 $ | +10,1 % | 1.434.901 $ | +30.927 $ | +2,2 % | |||
| Grove Bank & Trust | 1.282.083 $ | -51.447 $ | -3,9 % | 1.333.530 $ | -103.811 $ | -7,2 % | 1.437.341 $ | -136.257 $ | -8,7 % | 1.573.598 $ | +244.334 $ | +18,4 % |
| Mach-1 Financial Group, LLC | 1.558.491 $ | |||||||||||
| TD PRIVATE CLIENT WEALTH LLC | 88.162 $ | -1.453.781 $ | -94,3 % | 1.541.943 $ | ||||||||
| Cherry Tree Wealth Management, LLC | 1.535.180 $ | +270.949 $ | +21,4 % | 1.264.231 $ | +3.719 $ | +0,3 % | 1.260.512 $ | -170.114 $ | -11,9 % | 1.430.626 $ | -118.499 $ | -7,6 % |
| UHLMANN PRICE SECURITIES, LLC | 1.523.954 $ | |||||||||||
| Gilbert Capital Group, Inc. | 1.519.967 $ | -949 $ | -0,1 % | 1.520.916 $ | +210.881 $ | +16,1 % | 1.310.035 $ | +210.617 $ | +19,2 % | |||
| Greenfield Savings Bank | 1.513.920 $ | +6.585 $ | +0,4 % | 1.507.335 $ | +179.816 $ | +13,5 % | 1.327.519 $ | -40.250 $ | -2,9 % | 1.367.769 $ | +35.174 $ | +2,6 % |
| Private Advisor Group, LLC | 1.150.153 $ | -355.992 $ | -23,6 % | 1.506.145 $ | +10.921 $ | +0,7 % | 1.495.224 $ | +438.829 $ | +41,5 % | |||
| Global Retirement Partners, LLC | 1.489.067 $ | +50.618 $ | +3,5 % | 1.438.449 $ | +928.309 $ | +182,0 % | ||||||
| Selby Wealth Management, LLC | 1.478.202 $ | +3.264 $ | +0,2 % | 1.474.938 $ | +168.151 $ | +12,9 % | 1.306.787 $ | -28.419 $ | -2,1 % | 1.335.206 $ | ||
| CAPTRUST FINANCIAL ADVISORS | 1.465.244 $ | +153.531 $ | +11,7 % | 1.311.713 $ | +362.107 $ | +38,1 % | 949.606 $ | +29.779 $ | +3,2 % | |||
| Y-Intercept (Hong Kong) Ltd | 291.388 $ | -1.132.512 $ | -79,5 % | 1.423.900 $ | +240.328 $ | +20,3 % | 1.183.572 $ | +53.435 $ | +4,7 % | |||
| BROWN ADVISORY INC | 1.422.911 $ | +924.540 $ | +185,5 % | 498.371 $ | ||||||||
| Clearstead Advisors, LLC | 304.779 $ | -1.115.061 $ | -78,5 % | 1.419.840 $ | +129.333 $ | +10,0 % | 1.290.507 $ | +4.628 $ | +0,4 % | |||
| Simplicity Wealth,LLC | 1.409.490 $ | |||||||||||
| Hilltop Holdings Inc. | 1.396.430 $ | |||||||||||
| FIDUCIARY FINANCIAL ADVISORS | 1.395.586 $ | |||||||||||
| Invst, LLC | 1.022.641 $ | +35.606 $ | +3,6 % | 987.035 $ | -403.547 $ | -29,0 % | 1.390.582 $ | +63.491 $ | +4,8 % | |||
| BOK Financial Private Wealth, Inc. | 1.389.023 $ | |||||||||||
| Comprehensive Money Management Services LLC | 1.364.257 $ | +80.443 $ | +6,3 % | 1.283.814 $ | +50.350 $ | +4,1 % | 1.233.464 $ | +45.391 $ | +3,8 % | |||
| Aptus Capital Advisors, LLC | 1.352.181 $ | |||||||||||
| Empirical Asset Management, LLC | 1.333.017 $ | +130.920 $ | +10,9 % | 1.202.097 $ | -42.184 $ | -3,4 % | 1.244.281 $ | -922.836 $ | -42,6 % | |||
| FFT WEALTH MANAGEMENT LLC | 1.065.175 $ | -240.617 $ | -18,4 % | 1.305.792 $ | +219.412 $ | +20,2 % | 1.086.380 $ | -54.729 $ | -4,8 % | |||
| Savvy Advisors, Inc. | 1.298.829 $ | +71.939 $ | +5,9 % | 1.226.890 $ | +89.364 $ | +7,9 % | 1.137.526 $ | +472.013 $ | +70,9 % | |||
| SVB WEALTH LLC | 1.138.213 $ | -141.668 $ | -11,1 % | 1.279.881 $ | +97.829 $ | +8,3 % | 1.182.052 $ | -26.531 $ | -2,2 % | |||
| Crestwood Advisors Group, LLC | 1.234.660 $ | -7.005 $ | -0,6 % | 1.241.665 $ | -33.254 $ | -2,6 % | 1.274.919 $ | -20.410 $ | -1,6 % | |||
| CALTON & ASSOCIATES, INC. | 1.253.191 $ | +84.468 $ | +7,2 % | 1.168.723 $ | +184.024 $ | +18,7 % | 984.699 $ | +425.850 $ | +76,2 % | |||
| SGL Investment Advisors, Inc. | 1.244.921 $ | +61.942 $ | +5,2 % | 1.182.979 $ | +200.413 $ | +20,4 % | 982.566 $ | +39.848 $ | +4,2 % | |||
| Redhawk Wealth Advisors, Inc. | 1.225.999 $ | +622.448 $ | +103,1 % | 603.551 $ | ||||||||
| Advisory Alpha, LLC | 530.650 $ | -683.639 $ | -56,3 % | 1.214.289 $ | +110.176 $ | +10,0 % | 1.104.113 $ | +84.542 $ | +8,3 % | |||
| Navis Wealth Advisors, LLC | 832.161 $ | -374.484 $ | -31,0 % | 1.206.645 $ | +40.540 $ | +3,5 % | 1.166.105 $ | |||||
| Capital Investment Advisory Services, LLC | 1.206.103 $ | |||||||||||
| HIGHLINE WEALTH PARTNERS LLC | 1.005.779 $ | -142.738 $ | -12,4 % | 1.148.517 $ | -46.288 $ | -3,9 % | 1.194.805 $ | +1.079.924 $ | +940,0 % | 114.881 $ | +4.874 $ | +4,4 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.192.166 $ | |||||||||||
| Prospera Financial Services Inc | 906.809 $ | +96.695 $ | +11,9 % | 810.114 $ | -374.321 $ | -31,6 % | 1.184.435 $ | +9.188 $ | +0,8 % | |||
| Capital Advisors, Ltd. LLC | 1.165.000 $ | +191.000 $ | +19,6 % | 974.000 $ | +240.000 $ | +32,7 % | 734.000 $ | +171.000 $ | +30,4 % | |||
| Gerald Baker Financial Group LLC | 1.153.563 $ | +253.520 $ | +28,2 % | 900.043 $ | -114.940 $ | -11,3 % | 1.014.983 $ | |||||
| Factor Wealth Management LTD | 1.090.818 $ | +73.714 $ | +7,2 % | 1.017.104 $ | -117.425 $ | -10,4 % | 1.134.529 $ | +130.994 $ | +13,1 % | 1.003.535 $ | +188.025 $ | +23,1 % |
| Elevated Capital Advisors, LLC | 341.930 $ | -764.589 $ | -69,1 % | 1.106.519 $ | +365.897 $ | +49,4 % | 740.622 $ | -6.182 $ | -0,8 % | |||
| J.W. COLE ADVISORS, INC. | 1.099.900 $ | +120.228 $ | +12,3 % | 979.672 $ | -40.143 $ | -3,9 % | 1.019.815 $ | -6.202 $ | -0,6 % | |||
| BlackRock, Inc. | 998.473 $ | -94.688 $ | -8,7 % | 1.093.161 $ | +205.395 $ | +23,1 % | 887.766 $ | +696.589 $ | +364,4 % | |||
| HUB Investment Partners, LLC | 1.090.195 $ | +215.470 $ | +24,6 % | 874.725 $ | -164.529 $ | -15,8 % | 1.039.254 $ | |||||
| GARRISON POINT ADVISORS, LLC | 974.364 $ | -115.432 $ | -10,6 % | 1.089.796 $ | +190.357 $ | +21,2 % | 899.439 $ | +61.884 $ | +7,4 % | |||
| FOUNDERS FINANCIAL SECURITIES LLC | 1.081.987 $ | +109.974 $ | +11,3 % | 972.013 $ | -18.779 $ | -1,9 % | 990.792 $ | +438.371 $ | +79,4 % | |||
| Empire Financial Management Company, LLC | 919.813 $ | +72.605 $ | +8,6 % | 847.208 $ | -231.653 $ | -21,5 % | 1.078.861 $ | -52.575 $ | -4,6 % | |||
| INSIGNEO ADVISORY SERVICES, LLC | 923.739 $ | -154.247 $ | -14,3 % | 1.077.986 $ | +203.372 $ | +23,3 % | 874.614 $ | -6.151 $ | -0,7 % | |||
| CIBC Private Wealth Group LLC | 1.062.435 $ | +61.710 $ | +6,2 % | |||||||||
| Lido Advisors, LLC | 1.059.827 $ | +133.219 $ | +14,4 % | 926.608 $ | -53.455 $ | -5,5 % | 980.063 $ | +0 $ | +0,0 % | |||
| VISTA CAPITAL PARTNERS, INC. | 1.057.639 $ | +127.382 $ | +13,7 % | 930.257 $ | -20.230 $ | -2,1 % | 950.487 $ | +16.584 $ | +1,8 % | |||
| AXXCESS WEALTH MANAGEMENT, LLC | 1.057.060 $ | -99.034 $ | -8,6 % | |||||||||
| Colonial River Investments, LLC | 611.672 $ | -49.960 $ | -7,6 % | 661.632 $ | -41.447 $ | -5,9 % | 703.079 $ | -353.981 $ | -33,5 % | 1.057.060 $ | -108.890 $ | -9,3 % |
| Regal Investment Advisors LLC | 396.912 $ | -75.283 $ | -15,9 % | 472.195 $ | -581.473 $ | -55,2 % | 1.053.668 $ | +561.267 $ | +114,0 % | |||
| TWO SIGMA SECURITIES, LLC | 1.053.480 $ | +788.246 $ | +297,2 % | 265.234 $ | -26.903 $ | -9,2 % | 292.137 $ | +81.901 $ | +39,0 % | |||
| Meridian Wealth Management, LLC | 1.037.803 $ | +130.734 $ | +14,4 % | 907.069 $ | -27.048 $ | -2,9 % | 934.117 $ | +26.738 $ | +2,9 % | |||
| Kaydan Wealth Management, Inc. | 903.681 $ | -125.522 $ | -12,2 % | 1.029.203 $ | +109.038 $ | +11,8 % | 920.165 $ | -9.256 $ | -1,0 % | 929.421 $ | +19.518 $ | +2,1 % |
| AWM CAPITAL, LLC | 838.943 $ | +25.087 $ | +3,1 % | 813.856 $ | -185.831 $ | -18,6 % | 999.687 $ | +23.946 $ | +2,5 % | 975.741 $ | +27.972 $ | +3,0 % |
| BEACON ADVISORS HOLDINGS, LLC | 880.634 $ | -105.075 $ | -10,7 % | 985.709 $ | +166.369 $ | +20,3 % | 819.340 $ | |||||
| Charter Capital Management, LLC\DE | 983.358 $ | +107.181 $ | +12,2 % | 876.177 $ | -79.553 $ | -8,3 % | 955.730 $ | +31.896 $ | +3,5 % | |||
| Plante Moran Financial Advisors, LLC | 976.731 $ | +122.775 $ | +14,4 % | 853.956 $ | -73.852 $ | -8,0 % | 927.808 $ | +63.815 $ | +7,4 % | |||
| Mason & Associates Inc | 756.552 $ | -211.385 $ | -21,8 % | 967.937 $ | +654.357 $ | +208,7 % | 313.580 $ | -2.849 $ | -0,9 % | |||
| Busey Bank | 862.893 $ | -102.958 $ | -10,7 % | 965.851 $ | +163.019 $ | +20,3 % | 802.832 $ | +36.245 $ | +4,7 % | |||
| NorthRock Partners, LLC | 951.943 $ | +28.040 $ | +3,0 % | 923.903 $ | +101.137 $ | +12,3 % | 822.766 $ | -21.098 $ | -2,5 % | |||
| Virtue Capital Management, LLC | 942.556 $ | +690.055 $ | +273,3 % | 252.501 $ | ||||||||
| INTERACTIVE FINANCIAL ADVISORS, INC. | 783.677 $ | -93.725 $ | -10,7 % | 877.402 $ | -61.064 $ | -6,5 % | 938.466 $ | -2.567.799 $ | -73,2 % | |||
| Sanctuary Advisors, LLC | 915.814 $ | +373.040 $ | +68,7 % | |||||||||
| Sigma Planning Corp | 915.762 $ | +216.685 $ | +31,0 % | 699.077 $ | +3.775 $ | +0,5 % | 695.302 $ | +72.126 $ | +11,6 % | |||
| GAMCO INVESTORS, INC. ET AL | 910.274 $ | +153.637 $ | +20,3 % | 756.637 $ | -14.436 $ | -1,9 % | ||||||
| WealthPoint Financial, LLC | 906.993 $ | +78.128 $ | +9,4 % | 828.865 $ | +26.159 $ | +3,3 % | 802.706 $ | |||||
| SEVEN MILE ADVISORY | 427.089 $ | -38.016 $ | -8,2 % | 465.105 $ | -324.725 $ | -41,1 % | 789.830 $ | -116.608 $ | -12,9 % | 906.438 $ | +1.579 $ | +0,2 % |
| NAPLES GLOBAL ADVISORS, LLC | 898.497 $ | +43.539 $ | +5,1 % | 854.958 $ | +13.910 $ | +1,7 % | 841.048 $ | -8.700 $ | -1,0 % | |||
| Endowment Wealth Management, Inc. | 895.066 $ | +52.897 $ | +6,3 % | 842.169 $ | +203.580 $ | +31,9 % | 638.589 $ | +31.323 $ | +5,2 % | |||
| Ameritas Advisory Services, LLC | 892.652 $ | +420.376 $ | +89,0 % | 472.276 $ | -6.336 $ | -1,3 % | 478.612 $ | -185.494 $ | -27,9 % | |||
| DEARBORN PARTNERS LLC | 889.868 $ | +354.816 $ | +66,3 % | 535.052 $ | ||||||||
| WealthCare Investment Partners, LLC | 471.870 $ | -319.568 $ | -40,4 % | 791.438 $ | -92.253 $ | -10,4 % | 883.691 $ | +81.798 $ | +10,2 % | |||
| PARSONS CAPITAL MANAGEMENT INC/RI | 882.745 $ | +106.318 $ | +13,7 % | 776.427 $ | -16.885 $ | -2,1 % | 793.312 $ | +1.138 $ | +0,1 % | |||
| WEDBUSH SECURITIES INC | 864.000 $ | -10.000 $ | -1,1 % | 874.000 $ | +223.000 $ | +34,3 % | 651.000 $ | +28.000 $ | +4,5 % | 623.000 $ | -49.000 $ | -7,3 % |
| KING LUTHER CAPITAL MANAGEMENT CORP | 680.064 $ | -191.464 $ | -22,0 % | 871.528 $ | +46.228 $ | +5,6 % | 825.300 $ | -50.300 $ | -5,7 % | |||
| BRADLEY FOSTER & SARGENT INC/CT | 778.624 $ | -92.904 $ | -10,7 % | 871.528 $ | +147.098 $ | +20,3 % | 724.430 $ | +32.706 $ | +4,7 % | |||
| Horizon Family Wealth, Inc. | 868.462 $ | +107.642 $ | +14,1 % | 760.820 $ | -14.618 $ | -1,9 % | 775.438 $ | +17.874 $ | +2,4 % | |||
| Stratos Wealth Advisors, LLC | 867.142 $ | +36.192 $ | +4,4 % | 830.950 $ | +37.912 $ | +4,8 % | 793.038 $ | -22.027 $ | -2,7 % | |||
| Coppell Advisory Solutions LLC | 865.193 $ | -78.627 $ | -8,3 % | |||||||||
| Parallel Advisors, LLC | 857.939 $ | +107.976 $ | +14,4 % | 749.963 $ | +8.103 $ | +1,1 % | 741.860 $ | -197.020 $ | -21,0 % | |||
| Snowden Capital Advisors LLC | 850.666 $ | +64.338 $ | +8,2 % | 786.328 $ | +9.251 $ | +1,2 % | 777.077 $ | +4.765 $ | +0,6 % | |||
| Cyndeo Wealth Partners, LLC | 839.953 $ | +23.174 $ | +2,8 % | 816.779 $ | +33.486 $ | +4,3 % | 783.293 $ | +8.905 $ | +1,1 % | 774.388 $ | +31.764 $ | +4,3 % |
| Lunt Capital Management, Inc. | 201.555 $ | -635.222 $ | -75,9 % | 836.777 $ | +118.995 $ | +16,6 % | 717.782 $ | +27.809 $ | +4,0 % | |||
| Greenline Wealth Management LLC | 830.660 $ | |||||||||||
| Pekin Hardy Strauss, Inc. | 742.551 $ | -85.842 $ | -10,4 % | 828.393 $ | +178.928 $ | +27,6 % | 649.465 $ | +31.291 $ | +5,1 % | |||
| Corsicana & Co. | 812.029 $ | |||||||||||
| Live Oak Private Wealth LLC | 808.031 $ | +86.050 $ | +11,9 % | 721.981 $ | +1.647 $ | +0,2 % | 720.334 $ | +24.388 $ | +3,5 % | |||
| Geneos Wealth Management Inc. | 806.210 $ | +138.346 $ | +20,7 % | 667.864 $ | -14.387 $ | -2,1 % | 682.251 $ | -204.825 $ | -23,1 % | |||
| ZACKS INVESTMENT MANAGEMENT | 800.599 $ | +100.635 $ | +14,4 % | 699.964 $ | -21.223 $ | -2,9 % | 721.187 $ | +18.546 $ | +2,6 % | |||
| Keating Financial Advisory Services, Inc. | 797.822 $ | +100.075 $ | +14,3 % | 697.747 $ | -20.854 $ | -2,9 % | 718.601 $ | |||||
| Investors Research Corp | 793.963 $ | +20.937 $ | +2,7 % | 773.026 $ | +80.234 $ | +11,6 % | 692.792 $ | +8.512 $ | +1,2 % | 684.280 $ | +8.173 $ | +1,2 % |
| Atala Financial Inc | 774.068 $ | |||||||||||
| Premier Private Wealth Management LLC | 769.456 $ | +261.328 $ | +51,4 % | 508.128 $ | ||||||||
| UPTICK PARTNERS, LLC | 761.261 $ | +183.392 $ | +31,7 % | 577.869 $ | ||||||||
| Douglass Winthrop Advisors, LLC | 520.692 $ | -62.129 $ | -10,7 % | 582.821 $ | -172.145 $ | -22,8 % | 754.966 $ | -243.819 $ | -24,4 % | |||
| Sequoia Financial Advisors, LLC | 685.038 $ | -68.557 $ | -9,1 % | 753.595 $ | +91.697 $ | +13,9 % | 661.898 $ | +34.225 $ | +5,5 % | |||
| Milestone Investment Advisors LLC | 747.043 $ | +92.728 $ | +14,2 % | 654.315 $ | -50.074 $ | -7,1 % | 704.389 $ | +23.464 $ | +3,4 % | |||
| PRIVATE TRUST CO NA | 744.461 $ | +2.822 $ | +0,4 % | 741.639 $ | +81.815 $ | +12,4 % | 659.824 $ | -8.508 $ | -1,3 % | 668.332 $ | +52.303 $ | +8,5 % |
| Firestone Capital Management | 733.747 $ | +88.373 $ | +13,7 % | 645.374 $ | -14.036 $ | -2,1 % | 659.410 $ | +11.506 $ | +1,8 % | |||
| RENAISSANCE TECHNOLOGIES LLC | 732.414 $ | +489.409 $ | +201,4 % | 243.005 $ | -470.609 $ | -65,9 % | ||||||
| Sowell Financial Services LLC | 727.428 $ | +497.852 $ | +216,9 % | 229.576 $ | -64.549 $ | -21,9 % | 294.125 $ | +49.926 $ | +20,4 % | 244.199 $ | +11.374 $ | +4,9 % |
| TRUIST FINANCIAL CORP | 589.624 $ | -130.493 $ | -18,1 % | 720.117 $ | ||||||||
| Addison Advisors LLC | 686.581 $ | -31.093 $ | -4,3 % | 717.674 $ | +5.932 $ | +0,8 % | ||||||
| VESTOR CAPITAL, LLC | 715.000 $ | +514.000 $ | +255,7 % | 201.000 $ | +27.000 $ | +15,5 % | 174.000 $ | +8.000 $ | +4,8 % | |||
| Laird Norton Wetherby Trust Company, LLC | 635.761 $ | -75.858 $ | -10,7 % | 711.619 $ | +120.108 $ | +20,3 % | 591.511 $ | |||||
| Caldwell Trust Co | 706.090 $ | +175.804 $ | +33,2 % | 530.286 $ | +9.021 $ | +1,7 % | 521.265 $ | +140.138 $ | +36,8 % | |||
| GREAT VALLEY ADVISOR GROUP, INC. | 703.000 $ | +96.000 $ | +15,8 % | 607.000 $ | ||||||||
| Betterment LLC | 698.000 $ | +50.000 $ | +7,7 % | 648.000 $ | +188.000 $ | +40,9 % | 460.000 $ | +23.000 $ | +5,3 % | |||
| M. Kraus & Co | 676.800 $ | +2.400 $ | +0,4 % | 674.400 $ | +81.225 $ | +13,7 % | 593.175 $ | -53.305 $ | -8,2 % | 646.480 $ | +11.280 $ | +1,8 % |
| SUCCESSION FINANCIAL, INC. | 662.630 $ | |||||||||||
| Lantern Wealth Advisors, LLC | 660.560 $ | |||||||||||
| QUADRANT CAPITAL GROUP LLC | 659.060 $ | +2.313 $ | +0,4 % | 656.747 $ | ||||||||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 657.184 $ | +39.579 $ | +6,4 % | 617.605 $ | +737 $ | +0,1 % | 616.868 $ | +18.011 $ | +3,0 % | |||
| CAP Partners, LLC | 644.430 $ | -12.527 $ | -1,9 % | 656.957 $ | -469.427 $ | -41,7 % | ||||||
| Perigon Wealth Management, LLC | 515.912 $ | -4.713 $ | -0,9 % | 520.625 $ | -134.659 $ | -20,5 % | 655.284 $ | |||||
| NICOLET ADVISORY SERVICES, LLC | 647.604 $ | -37.390 $ | -5,5 % | |||||||||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 537.608 $ | +3.300 $ | +0,6 % | 534.308 $ | -106.634 $ | -16,6 % | 640.942 $ | -236.839 $ | -27,0 % | |||
| HUNTINGTON NATIONAL BANK | 511.938 $ | -55.652 $ | -9,8 % | 567.590 $ | -72.878 $ | -11,4 % | 640.468 $ | +4.916 $ | +0,8 % | |||
| Fund Evaluation Group, LLC | 638.077 $ | |||||||||||
| Kings Path Partners LLC | 621.625 $ | -12.067 $ | -1,9 % | 633.692 $ | +70.790 $ | +12,6 % | 562.902 $ | -17.179 $ | -3,0 % | 580.081 $ | +14.263 $ | +2,5 % |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 632.993 $ | +16.107 $ | +2,6 % | |||||||||
| McGinn Penninger Investment Management, Inc. | 612.000 $ | +55.000 $ | +9,9 % | 557.000 $ | -70.000 $ | -11,2 % | 627.000 $ | +35.000 $ | +5,9 % | |||
| Forza Wealth Management, LLC | 592.692 $ | +38.883 $ | +7,0 % | 553.809 $ | -66.079 $ | -10,7 % | 619.888 $ | +104.626 $ | +20,3 % | 515.262 $ | +23.262 $ | +4,7 % |
| GeoWealth Management, LLC | 606.986 $ | +4.926 $ | +0,8 % | 602.060 $ | +37.004 $ | +6,5 % | 565.056 $ | -41.294 $ | -6,8 % | |||
| ROI Financial Advisors, LLC | 588.953 $ | -15.443 $ | -2,6 % | 604.396 $ | +1.723 $ | +0,3 % | 602.673 $ | +19.879 $ | +3,4 % | 582.794 $ | +24.451 $ | +4,4 % |
| Warren Street Wealth Advisors, LLC | 534.934 $ | -67.248 $ | -11,2 % | 602.182 $ | +76.879 $ | +14,6 % | 525.303 $ | +23.716 $ | +4,7 % | |||
| Provident Wealth Management, LLC | 402.223 $ | -114.787 $ | -22,2 % | 517.010 $ | -85.122 $ | -14,1 % | 602.132 $ | +68.346 $ | +12,8 % | 533.786 $ | -16.748 $ | -3,0 % |
| Elevated Financial Group LLC | 441.676 $ | -134.591 $ | -23,4 % | 576.267 $ | -15.147 $ | -2,6 % | 591.414 $ | -9.876 $ | -1,6 % | 601.290 $ | ||
| XML Financial, LLC | 600.942 $ | |||||||||||
| WEST MICHIGAN ADVISORS, LLC | 598.427 $ | +53.294 $ | +9,8 % | 545.133 $ | -29.810 $ | -5,2 % | 574.943 $ | -11.392 $ | -1,9 % | |||
| Cannell & Spears LLC | 514.599 $ | -76.320 $ | -12,9 % | 590.919 $ | +313.389 $ | +112,9 % | 277.530 $ | |||||
| Alamar Capital Management, LLC | 579.441 $ | -8.123 $ | -1,4 % | 587.564 $ | +4.004 $ | +0,7 % | 583.560 $ | |||||
| CWM, LLC | 585.099 $ | +85.099 $ | +17,0 % | 500.000 $ | +145.000 $ | +40,8 % | ||||||
| AlphaCore Capital LLC | 578.608 $ | +58.374 $ | +11,2 % | 520.234 $ | +18.947 $ | +3,8 % | 501.287 $ | |||||
| Avidian Wealth Enterprises, LLC | 575.457 $ | |||||||||||
| Quartz Partners, LLC | 568.650 $ | +85.239 $ | +17,6 % | 483.411 $ | +19.385 $ | +4,2 % | 464.026 $ | +28.468 $ | +6,5 % | |||
| Mirae Asset Global Investments Co., Ltd. | 507.584 $ | -60.564 $ | -10,7 % | 568.148 $ | +31.703 $ | +5,9 % | 536.445 $ | +24.219 $ | +4,7 % | |||
| Turtle Creek Wealth Advisors, LLC | 564.196 $ | +6.822 $ | +1,2 % | 557.374 $ | ||||||||
| Portland Global Advisors LLC | 557.935 $ | +70.132 $ | +14,4 % | 487.803 $ | -14.790 $ | -2,9 % | 502.593 $ | |||||
| Legacy Edge Advisors, LLC | 556.155 $ | +66.983 $ | +13,7 % | 489.172 $ | -18.961 $ | -3,7 % | 508.133 $ | +17.600 $ | +3,6 % | |||
| Permanens Capital L.P. | 551.936 $ | |||||||||||
| GLENMEDE TRUST CO NA | 541.950 $ | +10.793 $ | +2,0 % | 531.157 $ | +36.908 $ | +7,5 % | 494.249 $ | |||||
| FIDUCIARY FINANCIAL GROUP, LLC | 510.945 $ | +33.520 $ | +7,0 % | 477.425 $ | -56.965 $ | -10,7 % | 534.390 $ | +90.195 $ | +20,3 % | 444.195 $ | +39.887 $ | +9,9 % |
| INTEGRITY ALLIANCE, LLC. | 532.785 $ | |||||||||||
| One Capital Management, LLC | 532.275 $ | +0 $ | +0,0 % | 532.275 $ | +84.669 $ | +18,9 % | 447.606 $ | -1.700.781 $ | -79,2 % | |||
| MGO ONE SEVEN LLC | 507.337 $ | +4.480 $ | +0,9 % | 502.857 $ | -28.954 $ | -5,4 % | 531.811 $ | -30.023 $ | -5,3 % | |||
| Global Assets Advisory, LLC | 521.391 $ | |||||||||||
| MKT Advisors LLC | 510.065 $ | +9.045 $ | +1,8 % | 501.020 $ | +56.412 $ | +12,7 % | 444.608 $ | -11.100 $ | -2,4 % | 455.708 $ | +12.399 $ | +2,8 % |
| Janney Montgomery Scott LLC | 505.000 $ | +240.000 $ | +90,6 % | 265.000 $ | -5.000 $ | -1,9 % | 270.000 $ | -4.000 $ | -1,5 % | |||
| CIBC Bancorp USA Inc. | 496.923 $ | +62.462 $ | +14,4 % | 434.461 $ | ||||||||
| EQUITABLE TRUST CO | 496.320 $ | +1.760 $ | +0,4 % | 494.560 $ | +59.565 $ | +13,7 % | 434.995 $ | -9.460 $ | -2,1 % | 444.455 $ | +7.755 $ | +1,8 % |
| Freedom Investment Management, Inc. | 495.723 $ | +244.986 $ | +97,7 % | 250.737 $ | -21.308 $ | -7,8 % | 272.045 $ | |||||
| ASPIRIANT, LLC | 280.370 $ | -32.288 $ | -10,3 % | 312.658 $ | -181.307 $ | -36,7 % | 493.965 $ | +189.767 $ | +62,4 % | 304.198 $ | +11.361 $ | +3,9 % |
| Plancorp, LLC | 459.880 $ | -23.763 $ | -4,9 % | 483.643 $ | +62.020 $ | +14,7 % | 421.623 $ | +1.398 $ | +0,3 % | |||
| Quad-Cities Investment Group, LLC | 476.292 $ | +35.089 $ | +8,0 % | 441.203 $ | -40.834 $ | -8,5 % | 482.037 $ | +92.895 $ | +23,9 % | 389.142 $ | +49.168 $ | +14,5 % |
| Resonant Capital Advisors, LLC | 446.550 $ | +29.296 $ | +7,0 % | 417.254 $ | -49.786 $ | -10,7 % | 467.040 $ | +78.828 $ | +20,3 % | 388.212 $ | +17.527 $ | +4,7 % |
| M.E. ALLISON & CO., INC. | 450.272 $ | -11.506 $ | -2,5 % | 461.778 $ | -4.408 $ | -0,9 % | 466.186 $ | +3.461 $ | +0,7 % | 462.725 $ | +87.338 $ | +23,3 % |
| APS Management Group, Inc. | 464.177 $ | +10.372 $ | +2,3 % | 453.805 $ | +32.038 $ | +7,6 % | ||||||
| NATIXIS ADVISORS, LLC | 463.000 $ | +31.000 $ | +7,2 % | 432.000 $ | +15.000 $ | +3,6 % | 417.000 $ | +81.000 $ | +24,1 % | |||
| TFB Advisors LLC | 462.611 $ | +27.730 $ | +6,4 % | |||||||||
| MONOGRAPH WEALTH ADVISORS, LLC | 372.557 $ | -85.823 $ | -18,7 % | 458.380 $ | +77.366 $ | +20,3 % | 381.014 $ | +6.476 $ | +1,7 % | |||
| Envision Financial Transparency, LLC | 453.857 $ | +56.857 $ | +14,3 % | 397.000 $ | ||||||||
| LOWE BROCKENBROUGH & CO INC | 453.027 $ | |||||||||||
| Shore Point Advisors, LLC | 449.827 $ | +1.595 $ | +0,4 % | 448.232 $ | +53.986 $ | +13,7 % | 394.246 $ | -8.574 $ | -2,1 % | 402.820 $ | -37.039 $ | -8,4 % |
| CLG LLC | 320.650 $ | -120.236 $ | -27,3 % | 440.886 $ | -6.620 $ | -1,5 % | 447.506 $ | +6.478 $ | +1,5 % | 441.028 $ | -79.199 $ | -15,2 % |
| SILVER OAK SECURITIES, INCORPORATED | 444.350 $ | +23.231 $ | +5,5 % | 421.119 $ | ||||||||
| MENORA MIVTACHIM HOLDINGS LTD. | 441.019 $ | +208.842 $ | +89,9 % | 232.177 $ | ||||||||
| Vavra Capital Management, LLC | 210.855 $ | -214.518 $ | -50,4 % | 425.373 $ | -13.175 $ | -3,0 % | 438.548 $ | |||||
| WASHINGTON TRUST Co | 415.855 $ | +27.282 $ | +7,0 % | 388.573 $ | -46.364 $ | -10,7 % | 434.937 $ | +73.410 $ | +20,3 % | 361.527 $ | +16.322 $ | +4,7 % |
| Cresset Asset Management, LLC | 434.759 $ | +35.978 $ | +9,0 % | 398.781 $ | -5.695 $ | -1,4 % | 404.476 $ | +4.874 $ | +1,2 % | |||
| Monument Group Wealth Advisors, LLC | 426.955 $ | -7.358 $ | -1,7 % | 434.313 $ | +73.476 $ | +20,4 % | 360.837 $ | -15.477 $ | -4,1 % | 376.314 $ | +9.576 $ | +2,6 % |
| Squarepoint Ops LLC | 430.904 $ | +179.154 $ | +71,2 % | 251.750 $ | ||||||||
| Fortis Capital Management LLC | 246.517 $ | -183.754 $ | -42,7 % | 430.271 $ | +213.427 $ | +98,4 % | 216.844 $ | +13.303 $ | +6,5 % | |||
| Retirement Planning Group, LLC | 428.968 $ | +12.536 $ | +3,0 % | 416.432 $ | +17.360 $ | +4,4 % | 399.072 $ | +5.340 $ | +1,4 % | 393.732 $ | +16.963 $ | +4,5 % |
| Geometric Wealth Advisors | 426.365 $ | |||||||||||
| PARK AVENUE SECURITIES LLC | 425.000 $ | +89.000 $ | +26,5 % | |||||||||
| Cambridge Financial Group, LLC | 404.133 $ | +0 $ | +0,0 % | 404.133 $ | -15.382 $ | -3,7 % | 419.515 $ | +83.374 $ | +24,8 % | 336.141 $ | -75.822 $ | -18,4 % |
| Hudson Portfolio Management LLC | 418.491 $ | +36.243 $ | +9,5 % | 382.248 $ | ||||||||
| COZAD ASSET MANAGEMENT INC | 417.229 $ | +188.954 $ | +82,8 % | |||||||||
| Forum Financial Management, LP | 412.097 $ | +12.044 $ | +3,0 % | 400.053 $ | +16.677 $ | +4,4 % | 383.376 $ | +5.130 $ | +1,4 % | 378.246 $ | +16.295 $ | +4,5 % |
| Johnson Financial Group, Inc. | 404.640 $ | +48.735 $ | +13,7 % | 355.905 $ | -7.740 $ | -2,1 % | 363.645 $ | -23.033 $ | -6,0 % | |||
| WoodTrust Financial Corp | 399.000 $ | |||||||||||
| Basecamp Wealth Advisors LLC | 356.245 $ | -42.507 $ | -10,7 % | 398.752 $ | +67.302 $ | +20,3 % | 331.450 $ | |||||
| Southland Equity Partners LLC | 376.241 $ | -21.937 $ | -5,5 % | 398.178 $ | +34.509 $ | +9,5 % | 363.669 $ | +10.459 $ | +3,0 % | 353.210 $ | +502 $ | +0,1 % |
| Curi Capital, LLC | 393.838 $ | -297 $ | -0,1 % | 394.135 $ | -3.990 $ | -1,0 % | 398.125 $ | -3.617 $ | -0,9 % | |||
| PRINCIPAL SECURITIES, INC. | 395.644 $ | +29.322 $ | +8,0 % | |||||||||
| Argent Trust Co | 379.604 $ | -12.197 $ | -3,1 % | 391.801 $ | +66.128 $ | +20,3 % | 325.673 $ | +9.669 $ | +3,1 % | |||
| Americana Partners, LLC | 389.975 $ | +32.611 $ | +9,1 % | 357.364 $ | +35.375 $ | +11,0 % | ||||||
| PATTON ALBERTSON MILLER GROUP, LLC | 387.107 $ | +16.138 $ | +4,4 % | 370.969 $ | +4.964 $ | +1,4 % | 366.005 $ | +15.768 $ | +4,5 % | |||
| Crewe Advisors LLC | 275.751 $ | -110.998 $ | -28,7 % | 386.749 $ | +23.726 $ | +6,5 % | ||||||
| HANCOCK WHITNEY CORP | 345.601 $ | -40.630 $ | -10,5 % | 386.231 $ | +59.412 $ | +18,2 % | 326.819 $ | -13.877 $ | -4,1 % | |||
| HALL CAPITAL MANAGEMENT CO INC | 380.559 $ | +25.813 $ | +7,3 % | 354.746 $ | +19.673 $ | +5,9 % | 335.073 $ | +12.841 $ | +4,0 % | |||
| CNB Bank | 379.656 $ | +16.270 $ | +4,5 % | 363.386 $ | +16.240 $ | +4,7 % | 347.146 $ | +8.486 $ | +2,5 % | |||
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 356.587 $ | +41.870 $ | +13,3 % | 314.717 $ | -59.598 $ | -15,9 % | 374.315 $ | -250.655 $ | -40,1 % | |||
| Clark Asset Management, LLC | 368.355 $ | -1.713 $ | -0,5 % | 370.068 $ | +30.946 $ | +9,1 % | 339.122 $ | +13.599 $ | +4,2 % | 325.523 $ | ||
| White Knight Strategic Wealth Advisors, LLC | 368.797 $ | +30.520 $ | +9,0 % | 338.277 $ | -13.980 $ | -4,0 % | 352.257 $ | +4.245 $ | +1,2 % | |||
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 367.773 $ | +44.295 $ | +13,7 % | 323.478 $ | -7.035 $ | -2,1 % | 330.513 $ | +5.767 $ | +1,8 % | |||
| Verus Financial Partners, Inc. | 326.258 $ | -38.987 $ | -10,7 % | 365.245 $ | +29.701 $ | +8,9 % | 335.544 $ | +50.769 $ | +17,8 % | |||
| NovaPoint Capital, LLC | 358.190 $ | -6.223 $ | -1,7 % | 364.413 $ | +44.712 $ | +14,0 % | ||||||
| NATIONAL BANK OF CANADA /FI/ | 363.132 $ | |||||||||||
| SUMMIT WEALTH GROUP LLC / CO | 355.343 $ | +30.699 $ | +9,5 % | 324.644 $ | ||||||||
| SAGESPRING WEALTH PARTNERS, LLC | 354.106 $ | +9.564 $ | +2,8 % | 344.542 $ | +17.183 $ | +5,2 % | 327.359 $ | +15.879 $ | +5,1 % | 311.480 $ | -1.513.535 $ | -82,9 % |
| HOLLENCREST CAPITAL MANAGEMENT | 330.890 $ | -22.450 $ | -6,4 % | 353.340 $ | +47.733 $ | +15,6 % | 305.607 $ | +12.029 $ | +4,1 % | |||
| PINNACLE ASSOCIATES LTD | 334.066 $ | +21.931 $ | +7,0 % | 312.135 $ | -40.261 $ | -11,4 % | 352.396 $ | +58.110 $ | +19,7 % | 294.286 $ | -273 $ | -0,1 % |
| Lewis Asset Management, LLC | 350.143 $ | +45.617 $ | +15,0 % | 304.526 $ | -22.054 $ | -6,8 % | 326.580 $ | |||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 344.492 $ | -2.411 $ | -0,7 % | 346.903 $ | +207.243 $ | +148,4 % | 139.660 $ | -11.308 $ | -7,5 % | |||
| Stonebridge Capital Advisors LLC | 345.664 $ | |||||||||||
| GABLES CAPITAL MANAGEMENT INC. | 270.221 $ | -72.809 $ | -21,2 % | 343.030 $ | +41.592 $ | +13,8 % | 301.438 $ | -15.676 $ | -4,9 % | |||
| Madison Wealth Partners, Inc | 276.924 $ | -65.227 $ | -19,1 % | 342.151 $ | +58.718 $ | +20,7 % | 283.433 $ | -12.258 $ | -4,1 % | |||
| Aviso Financial Inc. | 336.232 $ | +6.125 $ | +1,9 % | 330.107 $ | +14.116 $ | +4,5 % | 315.991 $ | -21.080 $ | -6,3 % | |||
| CITIZENS FINANCIAL GROUP INC/RI | 336.139 $ | |||||||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 335.791 $ | +57.318 $ | +20,6 % | 278.473 $ | -16.748 $ | -5,7 % | 295.221 $ | |||||
| Orca Investment Management, LLC | 329.773 $ | +29.866 $ | +10,0 % | 299.907 $ | -33.713 $ | -10,1 % | 333.620 $ | +3.492 $ | +1,1 % | |||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 292.200 $ | -41.418 $ | -12,4 % | 333.618 $ | +147.004 $ | +78,8 % | 186.614 $ | |||||
| Clear Harbor Asset Management, LLC | 332.891 $ | |||||||||||
| Institute for Wealth Management, LLC. | 331.314 $ | |||||||||||
| Vestmark Advisory Solutions, Inc. | 329.626 $ | +41.434 $ | +14,4 % | 288.192 $ | ||||||||
| Key FInancial Inc | 329.370 $ | +8.522 $ | +2,7 % | 320.848 $ | +18.297 $ | +6,0 % | 302.551 $ | +182 $ | +0,1 % | |||
| Capital Wealth Alliance, LLC | 328.203 $ | +1.164 $ | +0,4 % | 327.039 $ | +39.389 $ | +13,7 % | 287.650 $ | -16.912 $ | -5,6 % | 304.562 $ | +15.784 $ | +5,5 % |
| BSW Wealth Partners | 328.033 $ | +46.781 $ | +16,6 % | 281.252 $ | -7.573 $ | -2,6 % | 288.825 $ | +11.069 $ | +4,0 % | |||
| KMT WEALTH MANAGEMENT, LLC | 316.674 $ | -4.030 $ | -1,3 % | |||||||||
| Calamos Wealth Management LLC | 313.741 $ | +834 $ | +0,3 % | 312.907 $ | ||||||||
| Calamos Advisors LLC | 312.907 $ | |||||||||||
| Fortitude Advisory Group L.L.C. | 312.728 $ | |||||||||||
| Nolet Wealth Management, LLC | 297.981 $ | +19.549 $ | +7,0 % | 278.432 $ | -33.222 $ | -10,7 % | 311.654 $ | +52.601 $ | +20,3 % | 259.053 $ | ||
| Daiwa Securities Group Inc. | 275.968 $ | -32.928 $ | -10,7 % | 308.896 $ | +51.896 $ | +20,2 % | 257.000 $ | +12.000 $ | +4,9 % | |||
| Avior Wealth Management, LLC | 305.589 $ | |||||||||||
| ROBERTS GLORE & CO INC /IL/ | 304.570 $ | +25.200 $ | +9,0 % | 279.370 $ | -3.990 $ | -1,4 % | 283.360 $ | +3.430 $ | +1,2 % | |||
| McKinley Carter Wealth Services, Inc. | 289.965 $ | +19.023 $ | +7,0 % | 270.942 $ | -32.328 $ | -10,7 % | 303.270 $ | +47.197 $ | +18,4 % | 256.073 $ | +11.561 $ | +4,7 % |
| ORBA Wealth Advisors, L.L.C. | 209.367 $ | -91.199 $ | -30,3 % | 300.566 $ | +10.722 $ | +3,7 % | 289.844 $ | -38.284 $ | -11,7 % | |||
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 299.164 $ | +36.032 $ | +13,7 % | 263.132 $ | ||||||||
| Bluespring Wealth Management, LLC | 298.984 $ | +36.009 $ | +13,7 % | 262.975 $ | ||||||||
| LifeSteps Financial, Inc. | 298.243 $ | +1.057 $ | +0,4 % | 297.186 $ | +35.794 $ | +13,7 % | 261.392 $ | -5.685 $ | -2,1 % | 267.077 $ | +4.660 $ | +1,8 % |
| SHEETS SMITH WEALTH MANAGEMENT | 297.792 $ | +1.056 $ | +0,4 % | 296.736 $ | +35.739 $ | +13,7 % | 260.997 $ | -5.676 $ | -2,1 % | 266.673 $ | -3.287 $ | -1,2 % |
| Waterloo Capital, L.P. | 297.633 $ | |||||||||||
| Vienna Asset Management LLC | 295.837 $ | +35.631 $ | +13,7 % | 260.206 $ | -5.659 $ | -2,1 % | 265.865 $ | +4.639 $ | +1,8 % | |||
| Savant Capital, LLC | 291.072 $ | +35.057 $ | +13,7 % | 256.015 $ | -5.567 $ | -2,1 % | 261.582 $ | +4.564 $ | +1,8 % | |||
| CITY NATIONAL BANK OF FLORIDA /MSD | 289.722 $ | +34.894 $ | +13,7 % | 254.828 $ | ||||||||
| Westmount Partners, LLC | 288.913 $ | +34.797 $ | +13,7 % | 254.116 $ | -5.527 $ | -2,1 % | 259.643 $ | +1.291 $ | +0,5 % | |||
| Tolleson Wealth Management, Inc. | 246.400 $ | -39.605 $ | -13,8 % | 286.005 $ | ||||||||
| Compound Planning, Inc. | 255.024 $ | -30.429 $ | -10,7 % | 285.453 $ | +48.179 $ | +20,3 % | 237.274 $ | +10.712 $ | +4,7 % | |||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 285.030 $ | +264.812 $ | +1.309,8 % | 20.218 $ | +1.898 $ | +10,4 % | 18.320 $ | +1.351 $ | +8,0 % | |||
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 285.000 $ | +36.000 $ | +14,5 % | 249.000 $ | -8.000 $ | -3,1 % | 257.000 $ | +7.000 $ | +2,8 % | |||
| Western Wealth Management, LLC | 284.395 $ | |||||||||||
| GILL CAPITAL PARTNERS, LLC | 280.868 $ | +7.890 $ | +2,9 % | 272.978 $ | ||||||||
| Carter Financial Group, INC. | 258.384 $ | +7.065 $ | +2,8 % | 251.319 $ | -28.132 $ | -10,1 % | 279.451 $ | +56.481 $ | +25,3 % | 222.970 $ | +565 $ | +0,3 % |
| Aberdeen Wealth Management LLC | 277.449 $ | +34.875 $ | +14,4 % | 242.574 $ | -7.355 $ | -2,9 % | 249.929 $ | |||||
| VERUS WEALTH MANAGEMENT, LLC | 264.491 $ | +17.352 $ | +7,0 % | 247.139 $ | -29.488 $ | -10,7 % | 276.627 $ | +46.689 $ | +20,3 % | 229.938 $ | +10.381 $ | +4,7 % |
| Ignite Planners, LLC | 273.157 $ | |||||||||||
| M&T BANK CORP | 270.823 $ | +25.111 $ | +10,2 % | 245.712 $ | -22.371 $ | -8,3 % | 268.083 $ | -22.180 $ | -7,6 % | |||
| Independence Bank of Kentucky | 245.788 $ | -22.433 $ | -8,4 % | 268.221 $ | +20.231 $ | +8,2 % | 247.990 $ | -112.305 $ | -31,2 % | |||
| INSTRUMENTAL WEALTH, LLC | 258.890 $ | -7.222 $ | -2,7 % | 266.112 $ | ||||||||
| Reliant Wealth Planning | 263.415 $ | +29.676 $ | +12,7 % | 233.739 $ | +7.853 $ | +3,5 % | 225.886 $ | +16.664 $ | +8,0 % | |||
| LaSalle St. Investment Advisors, LLC | 260.902 $ | |||||||||||
| DBK Financial Counsel, LLC | 257.833 $ | |||||||||||
| ALPHA CAPITAL ADVISORS INC /ADV | 256.520 $ | +12.238 $ | +5,0 % | 244.282 $ | -2.219 $ | -0,9 % | 246.501 $ | |||||
| Altus Wealth Group LLC | 254.038 $ | |||||||||||
| Vertex Planning Partners, LLC | 253.304 $ | |||||||||||
| Wealth Advisors of Tampa Bay, LLC | 252.879 $ | +31.787 $ | +14,4 % | 221.092 $ | -6.704 $ | -2,9 % | 227.796 $ | |||||
| White Wing Wealth Management | 252.532 $ | |||||||||||
| LANARK FINANCIAL, INC. | 184.216 $ | -25.306 $ | -12,1 % | 209.522 $ | -42.344 $ | -16,8 % | 251.866 $ | |||||
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 221.070 $ | -26.377 $ | -10,7 % | 247.447 $ | +41.764 $ | +20,3 % | 205.683 $ | |||||
| Steward Partners Investment Advisory, LLC | 244.053 $ | +51.276 $ | +26,6 % | 192.777 $ | -5.208 $ | -2,6 % | 197.985 $ | -18.659 $ | -8,6 % | |||
| WESBANCO BANK INC | 214.959 $ | -25.648 $ | -10,7 % | 240.607 $ | ||||||||
| Stark Wealth Management LLC | 240.451 $ | +2.897 $ | +1,2 % | |||||||||
| Mayflower Financial Advisors, LLC | 239.187 $ | +28.808 $ | +13,7 % | 210.379 $ | ||||||||
| Gladstone Institutional Advisory LLC | 238.031 $ | +14.716 $ | +6,6 % | 223.315 $ | +6.420 $ | +3,0 % | 216.895 $ | -3.345 $ | -1,5 % | |||
| LVW Advisors, LLC | 237.044 $ | |||||||||||
| Cross Staff Investments Inc | 236.522 $ | +2.860 $ | +1,2 % | 233.662 $ | +30.446 $ | +15,0 % | 203.216 $ | -7.358 $ | -3,5 % | 210.574 $ | +7.864 $ | +3,9 % |
| U.S. Capital Wealth Advisors, LLC | 236.500 $ | -90.834 $ | -27,7 % | |||||||||
| Shared Vision Wealth Group LLC | 230.830 $ | -3.302 $ | -1,4 % | 234.132 $ | +874 $ | +0,4 % | 233.258 $ | -3.593 $ | -1,5 % | |||
| CITIZENS & NORTHERN CORP | 232.997 $ | -4.663 $ | -2,0 % | |||||||||
| WEST BANCORPORATION INC | 231.825 $ | +19.185 $ | +9,0 % | 212.640 $ | -3.037 $ | -1,4 % | 215.677 $ | +2.599 $ | +1,2 % | |||
| Bison Wealth, LLC | 204.226 $ | -25.607 $ | -11,1 % | 229.833 $ | +27.956 $ | +13,8 % | 201.877 $ | -692.796 $ | -77,4 % | |||
| NORTHSTAR ASSET MANAGEMENT Co | 228.775 $ | +7.912 $ | +3,6 % | 220.863 $ | +18.463 $ | +9,1 % | 202.400 $ | |||||
| Chaney Capital Management, Inc. | 228.667 $ | +27.541 $ | +13,7 % | 201.126 $ | -4.374 $ | -2,1 % | 205.500 $ | |||||
| Bedel Financial Consulting, Inc. | 203.674 $ | -24.302 $ | -10,7 % | 227.976 $ | ||||||||
| Portfolio Strategies, Inc. | 227.503 $ | |||||||||||
| CABOT WEALTH MANAGEMENT INC | 221.599 $ | -4.620 $ | -2,0 % | 226.219 $ | +10.440 $ | +4,8 % | 215.779 $ | |||||
| Focus Advisor Solutions, LLC | 225.640 $ | +22.381 $ | +11,0 % | 203.259 $ | +2.453 $ | +1,2 % | ||||||
| OPPENHEIMER & CO INC | 224.620 $ | +22.757 $ | +11,3 % | 201.863 $ | ||||||||
| Values Added Financial LLC | 223.253 $ | +22.278 $ | +11,1 % | 200.975 $ | ||||||||
| Ashton Thomas Private Wealth, LLC | 214.615 $ | -6.553 $ | -3,0 % | 221.168 $ | ||||||||
| IMA Advisory Services, Inc. | 216.943 $ | |||||||||||
| Nicht ausgewiesen | 216.576 $ | |||||||||||
| BELLEVUE ASSET MANAGEMENT, LLC | 215.000 $ | +10.258 $ | +5,0 % | 204.742 $ | -399 $ | -0,2 % | 205.141 $ | -55.076 $ | -21,2 % | |||
| Regent Peak Wealth Advisors LLC | 214.384 $ | |||||||||||
| Caprock Group, LLC | 212.573 $ | |||||||||||
| BTG Pactual Asset Management US LLC | 211.411 $ | |||||||||||
| Raab & Moskowitz Asset Management LLC | 210.413 $ | |||||||||||
| Wealth Enhancement Trust Services, Inc. | 147.504 $ | -27.176 $ | -15,6 % | 174.680 $ | -10.142 $ | -5,5 % | 184.822 $ | -25.448 $ | -12,1 % | 210.270 $ | ||
| Essex Financial Services, Inc. | 208.009 $ | |||||||||||
| EVERMAY WEALTH MANAGEMENT LLC | 207.981 $ | +23.317 $ | +12,6 % | 184.664 $ | +6.882 $ | +3,9 % | 177.782 $ | +3.102 $ | +1,8 % | |||
| Maia Wealth LLC | 206.456 $ | |||||||||||
| PFG Investments, LLC | 205.799 $ | -6.619 $ | -3,1 % | |||||||||
| MERITAGE PORTFOLIO MANAGEMENT | 205.200 $ | |||||||||||
| Gerber Kawasaki Wealth & Investment Management | 202.608 $ | -2.440 $ | -1,2 % | 205.048 $ | +1.522 $ | +0,7 % | 203.526 $ | -4.811 $ | -2,3 % | |||
| Worth Financial Advisory Group, LLC | 204.748 $ | -4.868 $ | -2,3 % | |||||||||
| COFG Advisors, LLC | 201.264 $ | -1.507 $ | -0,7 % | 202.771 $ | ||||||||
| XCELSIOR ADVISOR PARTNERS LLC | 201.800 $ | |||||||||||
| Kroeger Financial Partners | 199.795 $ | -929 $ | -0,5 % | 200.724 $ | ||||||||
| Painted Porch Advisors LLC | 200.102 $ | |||||||||||
| Trifecta Capital Advisors, LLC | 197.697 $ | +860 $ | +0,4 % | 196.837 $ | +24.742 $ | +14,4 % | 172.095 $ | -5.218 $ | -2,9 % | 177.313 $ | +4.560 $ | +2,6 % |
| Golden State Wealth Management, LLC | 190.665 $ | +3.381 $ | +1,8 % | 187.284 $ | +7.235 $ | +4,0 % | 180.049 $ | +3.672 $ | +2,1 % | |||
| Advisors Preferred, LLC | 184.234 $ | |||||||||||
| Atlantic Private Wealth, LLC | 180.714 $ | +15.112 $ | +9,1 % | 165.602 $ | +6.640 $ | +4,2 % | 158.962 $ | +9.752 $ | +6,5 % | |||
| Cornerstone Planning Group LLC | 151.213 $ | +3.762 $ | +2,6 % | 147.451 $ | +13.265 $ | +9,9 % | 134.186 $ | +11.903 $ | +9,7 % | |||
| Rock Creek Group LLC | 49.350 $ | -99.773 $ | -66,9 % | 149.123 $ | +967 $ | +0,7 % | 148.156 $ | -41.735 $ | -22,0 % | |||
| Vanguard National Trust Co | 148.393 $ | |||||||||||
| SJS Investment Consulting Inc. | 142.453 $ | +82.818 $ | +138,9 % | 59.635 $ | +2.391 $ | +4,2 % | 57.244 $ | +3.512 $ | +6,5 % | |||
| Larson Financial Group LLC | 122.829 $ | +1.426 $ | +1,2 % | 121.403 $ | +11.344 $ | +10,3 % | 110.059 $ | +4.024 $ | +3,8 % | |||
| Birchwood Financial Partners, Inc. | 104.962 $ | -1.297 $ | -1,2 % | 106.259 $ | -16.259 $ | -13,3 % | 122.518 $ | |||||
| CURIO WEALTH, LLC | 117.137 $ | -3.256 $ | -2,7 % | 120.393 $ | +4.974 $ | +4,3 % | ||||||
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 117.786 $ | -1.625 $ | -1,4 % | 119.411 $ | +887 $ | +0,7 % | 118.524 $ | -1.331 $ | -1,1 % | |||
| UMB Private Wealth Management, LLC | 118.708 $ | |||||||||||
| Wilmington Savings Fund Society, FSB | 112.441 $ | +6.697 $ | +6,3 % | 105.744 $ | +262 $ | +0,2 % | 105.482 $ | -67.318 $ | -39,0 % | |||
| TOWER TRUST & INVESTMENT Co | 107.308 $ | -3.762 $ | -3,4 % | 111.070 $ | +18.751 $ | +20,3 % | 92.319 $ | +10.121 $ | +12,3 % | |||
| Go Invest LLC | 110.627 $ | +41.976 $ | +61,1 % | 68.651 $ | -5.719 $ | -7,7 % | 74.370 $ | +2.495 $ | +3,5 % | 71.875 $ | ||
| Security National Bank | 69.012 $ | -5.497 $ | -7,4 % | 74.509 $ | -30.478 $ | -29,0 % | 104.987 $ | |||||
| Highland Investment Advisors LLC | 104.695 $ | |||||||||||
| Wealth Watch Advisors, INC | 103.462 $ | |||||||||||
| True Wealth Design, LLC | 103.450 $ | |||||||||||
| Harbor Asset Planning, Inc. | 66.397 $ | -30.395 $ | -31,4 % | 96.792 $ | +2.124 $ | +2,2 % | 94.668 $ | +2.231 $ | +2,4 % | |||
| TD Waterhouse Canada Inc. | 96.652 $ | +132 $ | +0,1 % | 96.520 $ | +482 $ | +0,5 % | 96.038 $ | +82.777 $ | +624,2 % | |||
| Russell Investments Group, Ltd. | 96.030 $ | |||||||||||
| Community Bank, N.A. | 76.368 $ | -9.114 $ | -10,7 % | 85.482 $ | -8.948 $ | -9,5 % | 94.430 $ | -14.337 $ | -13,2 % | |||
| GGM Financial LLC | 82.460 $ | +6.895 $ | +9,1 % | 75.565 $ | +3.031 $ | +4,2 % | 72.534 $ | |||||
| Glassman Wealth Services | 80.259 $ | |||||||||||
| BROWN BROTHERS HARRIMAN & CO | 74.659 $ | |||||||||||
| GAMMA Investing LLC | 74.177 $ | +263 $ | +0,4 % | 73.914 $ | +8.902 $ | +13,7 % | 65.012 $ | -1.414 $ | -2,1 % | 66.426 $ | +1.159 $ | +1,8 % |
| Decker Retirement Planning Inc. | 74.057 $ | |||||||||||
| ST GERMAIN D J CO INC | 54.947 $ | -13.176 $ | -19,3 % | 68.123 $ | +45.198 $ | +197,2 % | 22.925 $ | -3.562 $ | -13,4 % | |||
| FLAGSHIP HARBOR ADVISORS, LLC | 67.303 $ | |||||||||||
| Ameritas Investment Partners, Inc. | 65.921 $ | +9.018 $ | +15,8 % | 56.903 $ | -4.023 $ | -6,6 % | 60.926 $ | +1.551 $ | +2,6 % | |||
| Legacy Bridge, LLC | 58.249 $ | -6.951 $ | -10,7 % | 65.200 $ | +11.005 $ | +20,3 % | 54.195 $ | +2.447 $ | +4,7 % | |||
| DecisionPoint Financial, LLC | 64.001 $ | |||||||||||
| CALDWELL SUTTER CAPITAL, INC. | 62.014 $ | +5.140 $ | +9,0 % | 56.874 $ | -345 $ | -0,6 % | 57.219 $ | -38.397 $ | -40,2 % | |||
| Arax Advisory Partners | 61.364 $ | +53.807 $ | +712,0 % | 7.557 $ | +1.275 $ | +20,3 % | 6.282 $ | -59.984 $ | -90,5 % | |||
| Seneschal Advisors, LLC | 61.236 $ | |||||||||||
| Essential Partners LLC | 60.676 $ | |||||||||||
| MONTAG A & ASSOCIATES INC | 60.480 $ | +5.057 $ | +9,1 % | 55.423 $ | +2.223 $ | +4,2 % | 53.200 $ | |||||
| Carolina Wealth Advisors, LLC | 57.586 $ | +8.212 $ | +16,6 % | 49.374 $ | -1.329 $ | -2,6 % | 50.703 $ | +1.943 $ | +4,0 % | |||
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 49.280 $ | -5.880 $ | -10,7 % | 55.160 $ | +9.310 $ | +20,3 % | 45.850 $ | +2.070 $ | +4,7 % | |||
| N.E.W. Advisory Services LLC | 54.570 $ | +21.088 $ | +63,0 % | 33.482 $ | +5.651 $ | +20,3 % | 27.831 $ | +1.257 $ | +4,7 % | |||
| BOCHK Asset Management Ltd | 54.208 $ | |||||||||||
| JFS WEALTH ADVISORS, LLC | 41.743 $ | -5.325 $ | -11,3 % | 47.068 $ | -2.732 $ | -5,5 % | 49.800 $ | -1.984 $ | -3,8 % | |||
| Buck Wealth Strategies, LLC | 43.941 $ | |||||||||||
| Root Financial Partners, LLC | 43.890 $ | +39.708 $ | +949,5 % | 4.182 $ | ||||||||
| ELEVATION WEALTH PARTNERS, LLC | 39.375 $ | -2.849 $ | -6,7 % | 42.224 $ | +2.997 $ | +7,6 % | 39.227 $ | +610 $ | +1,6 % | 38.617 $ | -817 $ | -2,1 % |
| ROTHSCHILD INVESTMENT LLC | 40.695 $ | -142 $ | -0,3 % | 40.837 $ | +25.049 $ | +158,7 % | 15.788 $ | +51 $ | +0,3 % | |||
| TOMPKINS FINANCIAL CORP | 38.961 $ | +815 $ | +2,1 % | 38.146 $ | +5.218 $ | +15,8 % | 32.928 $ | |||||
| Laurel Wealth Advisors LLC | 38.618 $ | |||||||||||
| Sunrise Financial Services, LLC | 16.339 $ | +342 $ | +2,1 % | 15.997 $ | +2.189 $ | +15,9 % | 13.808 $ | -24.646 $ | -64,1 % | 38.454 $ | ||
| AMERICAN NATIONAL BANK & TRUST | 30.220 $ | -1.713 $ | -5,4 % | 31.933 $ | -3.810 $ | -10,7 % | 35.743 $ | +6.032 $ | +20,3 % | 29.711 $ | -260.303 $ | -89,8 % |
| PFS Partners, LLC | 34.935 $ | -760 $ | -2,1 % | 35.695 $ | -10.810 $ | -23,2 % | ||||||
| Regatta Research & Money Management | 34.509 $ | |||||||||||
| Kentucky Trust Co | 26.001 $ | +1.706 $ | +7,0 % | 24.295 $ | -2.899 $ | -10,7 % | 27.194 $ | -4.996 $ | -15,5 % | 32.190 $ | +898 $ | +2,9 % |
| Ashurst Perkins Coie Trust Co | 32.188 $ | +86 $ | +0,3 % | 32.102 $ | +1.726 $ | +5,7 % | 30.376 $ | -1.209 $ | -3,8 % | |||
| ARMSTRONG ADVISORY GROUP, INC | 31.676 $ | +21 $ | +0,1 % | 31.655 $ | ||||||||
| VANGUARD ADVISERS INC | 30.147 $ | +1.056 $ | +3,6 % | 29.091 $ | ||||||||
| Leo H. Evart, Inc. | 29.414 $ | +3.673 $ | +14,3 % | 25.741 $ | ||||||||
| Quest 10 Wealth Builders, Inc. | 27.813 $ | +4.621 $ | +19,9 % | 23.192 $ | +22.209 $ | +2.259,3 % | 983 $ | -2 $ | -0,2 % | |||
| Walsh & Associates, LLC | 21.755 $ | -4.426 $ | -16,9 % | 26.181 $ | -374 $ | -1,4 % | 26.555 $ | |||||
| Parkside Financial Bank & Trust | 26.033 $ | +69 $ | +0,3 % | 25.964 $ | +1.396 $ | +5,7 % | 24.568 $ | -978 $ | -3,8 % | |||
| NFSG Corp | 3.610 $ | -20.668 $ | -85,1 % | 24.278 $ | +2.924 $ | +13,7 % | 21.354 $ | -465 $ | -2,1 % | 21.819 $ | +3.557 $ | +19,5 % |
| Triumph Capital Management | 15.703 $ | +316 $ | +2,1 % | 15.387 $ | +3.593 $ | +30,5 % | 11.794 $ | -11.574 $ | -49,5 % | 23.368 $ | ||
| HORIZON FINANCIAL SERVICES, LLC | 23.169 $ | |||||||||||
| Activest Wealth Management | 22.441 $ | +518 $ | +2,4 % | 21.923 $ | -930 $ | -4,1 % | 22.853 $ | +2.078 $ | +10,0 % | 20.775 $ | +476 $ | +2,3 % |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 22.560 $ | +80 $ | +0,4 % | 22.480 $ | +2.707 $ | +13,7 % | 19.773 $ | |||||
| Nova Wealth Management, Inc. | 2.340 $ | +111 $ | +5,0 % | 2.229 $ | -19.273 $ | -89,6 % | 21.502 $ | -44.236 $ | -67,3 % | |||
| KELLEHER FINANCIAL ADVISORS | 21.092 $ | |||||||||||
| Litman Gregory Wealth Management LLC | 20.495 $ | |||||||||||
| SIMPLEX TRADING, LLC | 12.221 $ | -8.188 $ | -40,1 % | 20.409 $ | +20.409 $ | |||||||
| Ancora Advisors LLC | 19.867 $ | -470 $ | -2,3 % | 20.337 $ | +1.460 $ | +7,7 % | 18.877 $ | |||||
| Olistico Wealth, LLC | 20.304 $ | +72 $ | +0,4 % | 20.232 $ | +2.437 $ | +13,7 % | 17.795 $ | -387 $ | -2,1 % | 18.182 $ | ||
| Destiny Wealth Partners, LLC | 18.957 $ | |||||||||||
| Sound Income Strategies, LLC | 18.641 $ | +2.079 $ | +12,6 % | 16.562 $ | +1.828 $ | +12,4 % | ||||||
| AdvisorNet Financial, Inc | 16.935 $ | +13.544 $ | +399,4 % | 3.391 $ | +577 $ | +20,5 % | 2.814 $ | +135 $ | +5,0 % | |||
| BNP PARIBAS FINANCIAL MARKETS | 3.627 $ | +340 $ | +10,3 % | 3.287 $ | -13.170 $ | -80,0 % | 16.457 $ | |||||
| Joseph Group Capital Management | 16.021 $ | +1.917 $ | +13,6 % | 14.104 $ | +8.712 $ | +161,6 % | 5.392 $ | |||||
| YANKCOM Partnership | 8.122 $ | -6.937 $ | -46,1 % | 15.059 $ | ||||||||
| UNION SAVINGS BANK | 1.880 $ | -55 $ | -2,8 % | 1.935 $ | -27 $ | -1,4 % | 1.962 $ | -11.675 $ | -85,6 % | 13.637 $ | ||
| Sunbelt Securities, Inc. | 13.056 $ | -250 $ | -1,9 % | 13.306 $ | +306 $ | +2,4 % | ||||||
| SHP Wealth Management | 11.751 $ | +879 $ | +8,1 % | 10.872 $ | +176 $ | +1,6 % | 10.696 $ | |||||
| MCGUIRE CAPITAL ADVISORS INC | 10.965 $ | +30 $ | +0,3 % | 10.935 $ | ||||||||
| Bank of New Hampshire | 10.103 $ | -298 $ | -2,9 % | 10.401 $ | -143 $ | -1,4 % | 10.544 $ | +78 $ | +0,7 % | 10.466 $ | -118 $ | -1,1 % |
| Fortis Group Advisors, LLC | 9.068 $ | -1.081 $ | -10,7 % | 10.149 $ | +1.713 $ | +20,3 % | 8.436 $ | +380 $ | +4,7 % | |||
| Torren Management, LLC | 4.065 $ | -58 $ | -1,4 % | 4.123 $ | -5.942 $ | -59,0 % | 10.065 $ | |||||
| Millstone Evans Group, LLC | 8.575 $ | -1.023 $ | -10,7 % | 9.598 $ | +1.620 $ | +20,3 % | 7.978 $ | +360 $ | +4,7 % | |||
| Colonial Trust Co / SC | 8.153 $ | -599 $ | -6,8 % | 8.752 $ | -810 $ | -8,5 % | 9.562 $ | -728 $ | -7,1 % | |||
| Pinnacle Bancorp, Inc. | 9.432 $ | +208 $ | +2,3 % | 9.224 $ | +524 $ | +6,0 % | 8.700 $ | +118 $ | +1,4 % | 8.582 $ | +184 $ | +2,2 % |
| DHJJ Financial Advisors, Ltd. | 9.264 $ | -76 $ | -0,8 % | 9.340 $ | +834 $ | +9,8 % | 8.506 $ | +308 $ | +3,8 % | |||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 8.992 $ | +378 $ | +4,4 % | 8.614 $ | +533 $ | +6,6 % | 8.081 $ | +141 $ | +1,8 % | |||
| BROWN, LISLE/CUMMINGS, INC. | 7.870 $ | -378 $ | -4,6 % | 8.248 $ | ||||||||
| Anchor Investment Management, LLC | 7.733 $ | +931 $ | +13,7 % | 6.802 $ | -148 $ | -2,1 % | 6.950 $ | +122 $ | +1,8 % | |||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 6.837 $ | -761 $ | -10,0 % | 7.598 $ | +1.305 $ | +20,7 % | 6.293 $ | |||||
| Atlantic Union Bankshares Corp | 6.555 $ | -782 $ | -10,7 % | 7.337 $ | ||||||||
| PROTECTIVE LIFE CORP | 7.336 $ | |||||||||||
| WHITTIER TRUST CO OF NEVADA INC | 7.283 $ | +52 $ | +0,7 % | |||||||||
| Ascentis Independent Advisors | 7.268 $ | |||||||||||
| Continuum Advisory, LLC | 7.158 $ | |||||||||||
| POM Investment Strategies, LLC | 7.127 $ | |||||||||||
| Avion Wealth | 7.000 $ | +0 $ | +0,0 % | 7.000 $ | +1.000 $ | +16,7 % | 6.000 $ | +0 $ | +0,0 % | |||
| Medallion Wealth Advisors, LLC | 6.974 $ | +770 $ | +12,4 % | 6.204 $ | +244 $ | +4,1 % | 5.960 $ | -2.534 $ | -29,8 % | |||
| Winch Advisory Services, LLC | 6.947 $ | +581 $ | +9,1 % | 6.366 $ | +256 $ | +4,2 % | 6.110 $ | +374 $ | +6,5 % | |||
| Signature Resources Capital Management, LLC | 6.801 $ | |||||||||||
| Privatperson | 6.656 $ | -95 $ | -1,4 % | 6.751 $ | +41 $ | +0,6 % | 6.710 $ | -86 $ | -1,3 % | |||
| Owl Creek Wealth Partners LLC | 6.171 $ | |||||||||||
| Dogwood Wealth Management LLC | 5.681 $ | +958 $ | +20,3 % | 4.723 $ | +214 $ | +4,7 % | ||||||
| Cape Investment Advisory, Inc. | 5.116 $ | |||||||||||
| Scarborough Advisors, LLC | 4.703 $ | -119 $ | -2,5 % | 4.822 $ | +205 $ | +4,4 % | ||||||
| Quent Capital, LLC | 4.168 $ | +11 $ | +0,3 % | 4.157 $ | +224 $ | +5,7 % | 3.933 $ | -157 $ | -3,8 % | |||
| Sachetta, LLC | 4.018 $ | +486 $ | +13,8 % | 3.532 $ | +33 $ | +0,9 % | 3.499 $ | -170 $ | -4,6 % | |||
| TSFG, LLC | 4.000 $ | +0 $ | +0,0 % | 4.000 $ | +0 $ | +0,0 % | 4.000 $ | +0 $ | +0,0 % | |||
| IFC & Insurance Marketing, Inc. | 4.000 $ | |||||||||||
| Colonial Trust Advisors | 3.037 $ | -339 $ | -10,0 % | 3.376 $ | +580 $ | +20,7 % | 2.796 $ | |||||
| Signature Equity Partners, LLC | 3.175 $ | |||||||||||
| Global Wealth Strategies & Associates | 2.896 $ | -88 $ | -2,9 % | 2.984 $ | +77 $ | +2,6 % | ||||||
| FINANCIAL CONSULATE, INC | 2.959 $ | +245 $ | +9,0 % | 2.714 $ | ||||||||
| SIGNATUREFD, LLC | 2.885 $ | +16 $ | +0,6 % | 2.869 $ | +97 $ | +3,5 % | 2.772 $ | +244 $ | +9,7 % | |||
| Dunhill Financial, LLC | 2.843 $ | +129 $ | +4,8 % | |||||||||
| Basepoint Wealth LLC | 2.842 $ | |||||||||||
| AFFINITY WEALTH LLC | 2.705 $ | |||||||||||
| TUCKER ASSET MANAGEMENT LLC | 2.397 $ | |||||||||||
| WOLVERINE ASSET MANAGEMENT LLC | 1.922 $ | |||||||||||
| Darwin Wealth Management, LLC | 1.626 $ | -194 $ | -10,7 % | 1.820 $ | +307 $ | +20,3 % | 1.513 $ | +69 $ | +4,8 % | |||
| Turning Point Benefit Group, Inc. | 1.649 $ | -125 $ | -7,0 % | |||||||||
| Kingdom Financial Group LLC. | 46 $ | -1.430 $ | -96,9 % | 1.476 $ | -1.626.299 $ | -99,9 % | ||||||
| Quarry LP | 1.376 $ | |||||||||||
| Silver Grove Financial Group, Inc. | 1.235 $ | -137 $ | -10,0 % | 1.372 $ | ||||||||
| Gleason Group, Inc. | 1.117 $ | |||||||||||
| Fourth Dimension Wealth, LLC | 641 $ | -76 $ | -10,6 % | 717 $ | +121 $ | +20,3 % | 596 $ | +27 $ | +4,7 % | |||
| Park Square Financial Group, LLC | 545 $ | +107 $ | +24,4 % | |||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 437 $ | |||||||||||
| Garner Asset Management Corp | 336 $ | |||||||||||
| Total | 907.777.039 $ | +19.537.724 $ | +15,3 % | 20.298.275.098 $ | +543.417.926 $ | +37,5 % | 19.967.194.328 $ | +1.353.993.444 $ | +32,4 % | 18.230.235.604 $ | +432.673.856 $ | +71,9 % |