| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 2.758.252.127 $ | -138.485.351 $ | +56,9 % | 30.720.642.704 $ | +2.420.917.968 $ | +207,3 % | 28.111.056.277 $ | -4.863.088.556 $ | +421,3 % | 32.222.858.874 $ | -3.370.996.845 $ | +89,9 % |
| JPMORGAN CHASE & CO | 2.777.630.381 $ | +551.883.347 $ | +24,8 % | 2.225.747.034 $ | -3.032.151.613 $ | -57,7 % | 5.257.898.647 $ | -4.664.996.825 $ | -47,0 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.933.278.594 $ | +8.943.866 $ | +0,5 % | 1.924.334.728 $ | +81.130.503 $ | +4,4 % | 1.843.204.225 $ | +53.319.040 $ | +3,0 % | |||
| Align Financial, LLC | 1.835.011 $ | -97.145 $ | -5,0 % | 1.932.156 $ | +26.358 $ | +1,4 % | 1.905.798 $ | -1.919.172.202 $ | -99,9 % | 1.921.078.000 $ | ||
| MORGAN STANLEY | 1.414.682.436 $ | +21.477.115 $ | +1,5 % | 1.393.205.321 $ | +127.267.938 $ | +10,1 % | 1.265.937.383 $ | +114.351.890 $ | +9,9 % | |||
| Creative Planning | 1.381.857.658 $ | +8.281.804 $ | +0,6 % | 1.373.575.854 $ | +114.692.679 $ | +9,1 % | 1.258.883.175 $ | -48.006.285 $ | -3,7 % | |||
| RAYMOND JAMES FINANCIAL INC | 1.363.987.886 $ | +144.986.874 $ | +11,9 % | 1.219.001.012 $ | -18.834.213 $ | -1,5 % | 1.237.835.225 $ | +125.416.039 $ | +11,3 % | |||
| Wealthfront Advisers LLC | 1.319.299.332 $ | +76.351.891 $ | +6,1 % | 1.242.947.441 $ | +28.267.447 $ | +2,3 % | 1.214.679.994 $ | +99.916.006 $ | +9,0 % | |||
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.163.688.648 $ | -74.811.344 $ | -6,0 % | 1.238.499.992 $ | +81.946.715 $ | +7,1 % | 1.156.553.277 $ | -45.187.408 $ | -3,8 % | |||
| FMR LLC | 1.080.990.244 $ | +67.249.902 $ | +6,6 % | 1.013.740.342 $ | -16.884.344 $ | -1,6 % | 1.030.624.686 $ | +12.790.883 $ | +1,3 % | |||
| SEI INVESTMENTS CO | 801.340.880 $ | +94.663.570 $ | +13,4 % | 706.677.310 $ | +27.493.830 $ | +4,0 % | 679.183.480 $ | -14.738.200 $ | -2,1 % | |||
| NORTHERN TRUST CORP | 749.157.578 $ | +20.775.502 $ | +2,9 % | 728.382.076 $ | -43.543.173 $ | -5,6 % | 771.925.249 $ | -3.117.544 $ | -0,4 % | |||
| WELLS FARGO & COMPANY/MN | 750.542.688 $ | +33.436.953 $ | +4,7 % | 717.105.735 $ | +38.793.612 $ | +5,7 % | 678.312.123 $ | +27.644.671 $ | +4,2 % | |||
| BANK OF AMERICA CORP /DE/ | 706.314.399 $ | +75.187.166 $ | +11,9 % | 631.127.233 $ | +24.817.653 $ | +4,1 % | 606.309.580 $ | +69.738.141 $ | +13,0 % | |||
| TIAA TRUST, NATIONAL ASSOCIATION | 26.746.350 $ | +185.164 $ | +0,7 % | 26.561.186 $ | -676.104.956 $ | -96,2 % | 702.666.142 $ | -11.106.236 $ | -1,6 % | |||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 667.175.894 $ | +33.230.299 $ | +5,2 % | 633.945.595 $ | ||||||||
| MERCER GLOBAL ADVISORS INC /ADV | 580.651.659 $ | +40.224.426 $ | +7,4 % | 540.427.233 $ | +26.020.315 $ | +5,1 % | 514.406.918 $ | +34.166.110 $ | +7,1 % | |||
| JONES FINANCIAL COMPANIES LLLP | 539.785.192 $ | +98.529.240 $ | +22,3 % | 441.255.952 $ | +91.509.155 $ | +26,2 % | 349.746.797 $ | +64.558.737 $ | +22,6 % | |||
| LPL Financial LLC | 528.291.409 $ | +47.449.102 $ | +9,9 % | 480.842.307 $ | +21.441.016 $ | +4,7 % | 459.401.291 $ | +83.993.571 $ | +22,4 % | |||
| Corient Private Wealth LP | 229.507.881 $ | +9.434.846 $ | +4,3 % | 220.073.035 $ | -189.571.137 $ | -46,3 % | 409.644.172 $ | +320.717.255 $ | +360,7 % | |||
| FRANKLIN TEMPLETON INC | 362.863.353 $ | +2.496.807 $ | +0,7 % | 360.366.546 $ | +44.941.882 $ | +14,2 % | 315.424.664 $ | +10.808.548 $ | +3,5 % | |||
| Betterment LLC | 357.194.000 $ | +11.455.000 $ | +3,3 % | 345.739.000 $ | +8.398.000 $ | +2,5 % | 337.341.000 $ | +8.213.000 $ | +2,5 % | |||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 325.267.200 $ | +1.847.070 $ | +0,6 % | 323.420.130 $ | +8.279.291 $ | +2,6 % | 315.140.839 $ | +33.541.500 $ | +11,9 % | 281.599.339 $ | +12.880.174 $ | +4,8 % |
| ENVESTNET ASSET MANAGEMENT INC | 296.036.248 $ | +26.505.611 $ | +9,8 % | 269.530.637 $ | +35.344.621 $ | +15,1 % | 234.186.016 $ | +849.984 $ | +0,4 % | |||
| Mariner, LLC | 241.752.542 $ | +28.868.980 $ | +13,6 % | 212.883.562 $ | +13.846.601 $ | +7,0 % | 199.036.961 $ | +21.680.168 $ | +12,2 % | |||
| UBS Group AG | 228.729.134 $ | +11.924.506 $ | +5,5 % | 216.804.628 $ | +28.349.039 $ | +15,0 % | 188.455.589 $ | +4.913.089 $ | +2,7 % | |||
| RWA WEALTH PARTNERS, LLC | 226.418.388 $ | +14.342.490 $ | +6,8 % | 212.075.898 $ | +10.174.185 $ | +5,0 % | 201.901.713 $ | +9.598.995 $ | +5,0 % | |||
| Cerity Partners LLC | 223.328.178 $ | +3.709.054 $ | +1,7 % | 219.619.124 $ | +16.488.305 $ | +8,1 % | 203.130.819 $ | -7.913.505 $ | -3,7 % | |||
| VANGUARD ADVISERS INC | 220.653.123 $ | +28.466.427 $ | +14,8 % | 192.186.696 $ | ||||||||
| ASPIRIANT, LLC | 208.514.250 $ | -7.604.795 $ | -3,5 % | 216.119.045 $ | +4.887.123 $ | +2,3 % | 211.231.922 $ | -5.218.792 $ | -2,4 % | 216.450.714 $ | +9.950.259 $ | +4,8 % |
| VANGUARD GROUP INC | 208.272.482 $ | +20.801.756 $ | +11,1 % | |||||||||
| Orgel Wealth Management, LLC | 205.271.869 $ | +24.653.179 $ | +13,6 % | 180.618.690 $ | +7.747.108 $ | +4,5 % | 172.871.582 $ | -6.001.701 $ | -3,4 % | 178.873.283 $ | +18.674.468 $ | +11,7 % |
| ROYAL BANK OF CANADA | 190.012.000 $ | +24.818.000 $ | +15,0 % | 165.194.000 $ | -5.939.000 $ | -3,5 % | 171.133.000 $ | +55.979.000 $ | +48,6 % | |||
| US BANCORP \DE\ | 181.659.690 $ | +7.413.277 $ | +4,3 % | 174.246.413 $ | -2.215.113 $ | -1,3 % | 176.461.526 $ | -6.609.700 $ | -3,6 % | |||
| AMERIPRISE FINANCIAL INC | 173.456.149 $ | +13.909.135 $ | +8,7 % | 159.547.014 $ | +6.847.607 $ | +4,5 % | 152.699.407 $ | -559.009 $ | -0,4 % | |||
| Savant Capital, LLC | 165.250.564 $ | +84.644.233 $ | +105,0 % | 80.606.331 $ | +6.709.319 $ | +9,1 % | 73.897.012 $ | -4.263.475 $ | -5,5 % | |||
| JANE STREET GROUP, LLC | 139.326.809 $ | +137.529.921 $ | +7.653,8 % | 1.796.888 $ | -81.118.247 $ | -97,8 % | 82.915.135 $ | -11.275.147 $ | -12,0 % | |||
| HighTower Advisors, LLC | 137.015.363 $ | +6.190.692 $ | +4,7 % | 130.824.671 $ | +2.746.707 $ | +2,1 % | 128.077.964 $ | +5.123.577 $ | +4,2 % | |||
| Facet Wealth, Inc. | 131.042.871 $ | -616.257 $ | -0,5 % | 131.659.128 $ | +29.122.407 $ | +28,4 % | 102.536.721 $ | -568.119 $ | -0,6 % | |||
| PNC FINANCIAL SERVICES GROUP, INC. | 121.568.752 $ | -1.303.617 $ | -1,1 % | 122.872.369 $ | -5.887.705 $ | -4,6 % | 128.760.074 $ | +10.014.684 $ | +8,4 % | |||
| Pathstone Holdings, LLC | 125.182.299 $ | +7.069.045 $ | +6,0 % | 118.113.254 $ | +64.574 $ | +0,1 % | 118.048.680 $ | +647.485 $ | +0,6 % | |||
| Members Trust Co | 124.163.834 $ | +1.740.709 $ | +1,4 % | 122.423.125 $ | +3.553.105 $ | +3,0 % | 118.870.020 $ | +1.275.168 $ | +1,1 % | |||
| OneDigital Investment Advisors LLC | 115.806.071 $ | +8.365.233 $ | +7,8 % | 107.440.838 $ | +10.364.693 $ | +10,7 % | 97.076.145 $ | +4.279.270 $ | +4,6 % | |||
| OSAIC HOLDINGS, INC. | 113.320.537 $ | +33.068.942 $ | +41,2 % | 80.251.595 $ | -18.275.119 $ | -18,5 % | 98.526.714 $ | +2.325.103 $ | +2,4 % | |||
| Wedmont Private Capital | 43.103.962 $ | -66.031.036 $ | -60,5 % | 109.134.998 $ | +29.539.225 $ | +37,1 % | 79.595.773 $ | +12.753.493 $ | +19,1 % | 66.842.280 $ | +6.556.870 $ | +10,9 % |
| Sequoia Financial Advisors, LLC | 104.858.782 $ | +12.743.425 $ | +13,8 % | 92.115.357 $ | +6.343.996 $ | +7,4 % | 85.771.361 $ | +4.326.479 $ | +5,3 % | |||
| Prime Capital Investment Advisors, LLC | 88.028.972 $ | -10.682.911 $ | -10,8 % | 98.711.883 $ | +4.113.816 $ | +4,3 % | 94.598.067 $ | -1.524.874 $ | -1,6 % | 96.122.941 $ | -802.297 $ | -0,8 % |
| SCS Capital Management LLC | 92.541.016 $ | -3.764.907 $ | -3,9 % | 96.305.923 $ | -1.551.307 $ | -1,6 % | 97.857.230 $ | +7.739 $ | +0,0 % | |||
| GeoWealth Management, LLC | 95.684.952 $ | +18.501.155 $ | +24,0 % | 77.183.797 $ | +869.660 $ | +1,1 % | 76.314.137 $ | +122.503 $ | +0,2 % | |||
| EP Wealth Advisors, LLC | 92.388.810 $ | +27.539.615 $ | +42,5 % | 64.849.195 $ | +19.587.881 $ | +43,3 % | 45.261.314 $ | |||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 72.836.419 $ | -9.471.563 $ | -11,5 % | 82.307.982 $ | +19.049.209 $ | +30,1 % | 63.258.773 $ | -28.443.720 $ | -31,0 % | 91.702.493 $ | +3.706.447 $ | +4,2 % |
| RENAISSANCE TECHNOLOGIES LLC | 89.840.196 $ | +67.768.860 $ | +307,0 % | 22.071.336 $ | +11.447.372 $ | +107,8 % | 10.623.964 $ | -23.118.209 $ | -68,5 % | |||
| Baird Financial Group, Inc. | 87.609.618 $ | +2.407.675 $ | +2,8 % | 85.201.943 $ | -3.382.736 $ | -3,8 % | 88.584.679 $ | +9.219.122 $ | +11,6 % | |||
| Lutz Financial Services LLC | 84.160.890 $ | +5.850.368 $ | +7,5 % | 78.310.522 $ | +3.539.557 $ | +4,7 % | 74.770.965 $ | +7.891.233 $ | +11,8 % | |||
| STIFEL FINANCIAL CORP | 83.639.905 $ | +6.052.076 $ | +7,8 % | 77.587.829 $ | +2.856.707 $ | +3,8 % | 74.731.122 $ | +4.776.094 $ | +6,8 % | |||
| MBB PUBLIC MARKETS I LLC | 81.656.605 $ | +45.808.994 $ | +127,8 % | 35.847.611 $ | +7.769.044 $ | +27,7 % | 28.078.567 $ | |||||
| Composition Wealth, LLC | 80.657.042 $ | +12.526.781 $ | +18,4 % | 68.130.261 $ | +60.467.826 $ | +789,1 % | 7.662.435 $ | +1.530 $ | +0,0 % | |||
| Integrated Wealth Concepts LLC | 79.813.815 $ | +16.270.711 $ | +25,6 % | 63.543.104 $ | +15.371.572 $ | +31,9 % | 48.171.532 $ | -5.206.371 $ | -9,8 % | |||
| TIAA Wealth Investment Management LLC | 78.945.369 $ | +15.256.710 $ | +24,0 % | 63.688.659 $ | ||||||||
| BlackRock, Inc. | 1.096.336 $ | +2.383 $ | +0,2 % | 1.093.953 $ | -75.881.573 $ | -98,6 % | 76.975.526 $ | +76.523.568 $ | +16.931,6 % | |||
| Sanctuary Advisors, LLC | 71.538.135 $ | +3.614.568 $ | +5,3 % | 67.923.567 $ | -4.106.032 $ | -5,7 % | 72.029.599 $ | -134.668.886 $ | -65,2 % | |||
| Alvarez & Marsal Private Wealth Partners, LLC | 69.367.082 $ | -1.901.700 $ | -2,7 % | 71.268.782 $ | ||||||||
| Bleakley Financial Group, LLC | 69.414.204 $ | +3.820.955 $ | +5,8 % | 65.593.249 $ | +6.873.225 $ | +11,7 % | 58.720.024 $ | +3.519.604 $ | +6,4 % | |||
| Forum Financial Management, LP | 24.494.801 $ | -41.602.847 $ | -62,9 % | 66.097.648 $ | +249.962 $ | +0,4 % | 65.847.686 $ | +411.775 $ | +0,6 % | 65.435.911 $ | -768.202 $ | -1,2 % |
| Cetera Investment Advisers | 64.434.524 $ | +6.980.952 $ | +12,2 % | 57.453.572 $ | +5.274.049 $ | +10,1 % | 52.179.523 $ | +10.508.381 $ | +25,2 % | |||
| Logan Stone Capital, LLC | 64.093.762 $ | +46.514.122 $ | +264,6 % | 17.579.640 $ | ||||||||
| Winthrop Advisory Group LLC | 62.111.750 $ | +51.834.683 $ | +504,4 % | 10.277.067 $ | +66.869 $ | +0,7 % | 10.210.198 $ | +453.761 $ | +4,7 % | 9.756.437 $ | -759.572 $ | -7,2 % |
| BAKER BOYER NATIONAL BANK | 60.441.329 $ | +1.960.171 $ | +3,4 % | 58.481.158 $ | +5.405 $ | +0,0 % | 58.475.753 $ | +433.908 $ | +0,7 % | |||
| GenTrust, LLC | 58.339.311 $ | +6.173.274 $ | +11,8 % | 52.166.037 $ | +6.821.029 $ | +15,0 % | 45.345.008 $ | -4.095.083 $ | -8,3 % | |||
| Kestra Investment Management, LLC | 57.908.455 $ | +3.092.247 $ | +5,6 % | 54.816.208 $ | +14.933.522 $ | +37,4 % | 39.882.686 $ | -3.176.091 $ | -7,4 % | |||
| West Financial Advisors, LLC | 45.616.016 $ | -10.558.183 $ | -18,8 % | 56.174.199 $ | +1.552.381 $ | +2,8 % | 54.621.818 $ | +608.396 $ | +1,1 % | 54.013.422 $ | ||
| Topsail Wealth Management, LLC | 47.646.405 $ | -7.270.386 $ | -13,2 % | 54.916.791 $ | -702.926 $ | -1,3 % | 55.619.717 $ | +799.412 $ | +1,5 % | |||
| Focus Partners Wealth | 55.392.590 $ | +550.691 $ | +1,0 % | 54.841.899 $ | -171.998 $ | -0,3 % | 55.013.897 $ | +27.995.293 $ | +103,6 % | |||
| Beacon Pointe Advisors, LLC | 53.494.949 $ | +4.128.718 $ | +8,4 % | 49.366.231 $ | +6.749.018 $ | +15,8 % | 42.617.213 $ | +3.565.152 $ | +9,1 % | |||
| MATHER GROUP, LLC. | 50.556.917 $ | -2.151.022 $ | -4,1 % | 52.707.939 $ | +3.188.254 $ | +6,4 % | 49.519.685 $ | +2.097.256 $ | +4,4 % | 47.422.429 $ | +2.723.967 $ | +6,1 % |
| Fort Point Capital Partners LLC | 44.456.234 $ | +6.977.191 $ | +18,6 % | 37.479.043 $ | -14.935.077 $ | -28,5 % | 52.414.120 $ | +18.760.645 $ | +55,7 % | |||
| MML INVESTORS SERVICES, LLC | 50.970.981 $ | +9.853.777 $ | +24,0 % | 41.117.204 $ | -8.025.420 $ | -16,3 % | 49.142.624 $ | +5.150.454 $ | +11,7 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 37.059.376 $ | -1.746.132 $ | -4,5 % | 38.805.508 $ | -11.058.638 $ | -22,2 % | 49.864.146 $ | +2.371.146 $ | +5,0 % | |||
| Ackerman Capital Advisors, LLC | 48.074.924 $ | +329.645 $ | +0,7 % | 47.745.279 $ | -1.585.791 $ | -3,2 % | 49.331.070 $ | -155.615 $ | -0,3 % | |||
| NewEdge Advisors, LLC | 48.893.234 $ | +4.210.464 $ | +9,4 % | 44.682.770 $ | +693.262 $ | +1,6 % | 43.989.508 $ | +5.197.525 $ | +13,4 % | |||
| THOMPSON SIEGEL & WALMSLEY LLC | 48.659.000 $ | +103.000 $ | +0,2 % | 48.556.000 $ | -252.000 $ | -0,5 % | 48.808.000 $ | +143.000 $ | +0,3 % | |||
| Texas Capital Bank Wealth Management Services Inc | 47.127.967 $ | +1.566.422 $ | +3,4 % | 45.561.545 $ | -1.108.331 $ | -2,4 % | 46.669.876 $ | +34.408.234 $ | +280,6 % | |||
| M&T BANK CORP | 46.856.765 $ | +7.088.004 $ | +17,8 % | 39.768.761 $ | -140.607 $ | -0,4 % | 39.909.368 $ | +492.039 $ | +1,2 % | |||
| Garde Capital, Inc. | 45.816.742 $ | +3.107.031 $ | +7,3 % | |||||||||
| Beaird Harris Wealth Management, LLC | 44.288.711 $ | -322.854 $ | -0,7 % | 44.611.565 $ | -561.602 $ | -1,2 % | 45.173.167 $ | -1.205.848 $ | -2,6 % | |||
| OLD NATIONAL BANCORP /IN/ | 44.957.189 $ | +2.592.141 $ | +6,1 % | 42.365.048 $ | +5.748.583 $ | +15,7 % | 36.616.465 $ | +6.653.131 $ | +22,2 % | 29.963.334 $ | +11.050.895 $ | +58,4 % |
| Foster Group, Inc. | 38.730.585 $ | -5.470.437 $ | -12,4 % | 44.201.022 $ | +14.108 $ | +0,0 % | 44.186.914 $ | -698.466 $ | -1,6 % | 44.885.380 $ | -276.016 $ | -0,6 % |
| Sunflower Bank, N.A. | 42.511.074 $ | -2.202.339 $ | -4,9 % | 44.713.413 $ | +751.604 $ | +1,7 % | 43.961.809 $ | -969.056 $ | -2,2 % | |||
| Heritage Investment Group, Inc. | 43.871.419 $ | +553.745 $ | +1,3 % | 43.317.674 $ | +1.223.906 $ | +2,9 % | 42.093.768 $ | +1.154.551 $ | +2,8 % | |||
| Global Strategic Investment Solutions, LLC | 43.865.676 $ | +644.633 $ | +1,5 % | 43.221.043 $ | +4.759.975 $ | +12,4 % | 38.461.068 $ | +3.655.881 $ | +10,5 % | 34.805.187 $ | +4.830.675 $ | +16,1 % |
| Allworth Financial LP | 43.863.471 $ | +489.035 $ | +1,1 % | 43.374.436 $ | +2.806.711 $ | +6,9 % | 40.567.725 $ | +3.171.260 $ | +8,5 % | |||
| Financial Engines Advisors L.L.C. | 43.482.796 $ | +1.446.896 $ | +3,4 % | 42.035.900 $ | -428.931 $ | -1,0 % | 42.464.831 $ | +129.745 $ | +0,3 % | |||
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 43.446.096 $ | +18.059.370 $ | +71,1 % | 25.386.726 $ | +1.484.058 $ | +6,2 % | 23.902.668 $ | -18.962.059 $ | -44,2 % | |||
| TRUIST FINANCIAL CORP | 42.041.829 $ | -1.164.579 $ | -2,7 % | 43.206.408 $ | +4.925.971 $ | +12,9 % | 38.280.437 $ | -1.016.327 $ | -2,6 % | |||
| Crestwood Advisors Group, LLC | 35.113.459 $ | -563.427 $ | -1,6 % | 35.676.886 $ | -6.585.811 $ | -15,6 % | 42.262.697 $ | +910.153 $ | +2,2 % | |||
| One Capital Management, LLC | 42.199.339 $ | +0 $ | +0,0 % | 42.199.339 $ | +1.482.375 $ | +3,6 % | 40.716.964 $ | +1.982.278 $ | +5,1 % | |||
| Centiva Capital, LP | 41.811.106 $ | |||||||||||
| JFS WEALTH ADVISORS, LLC | 41.663.125 $ | +1.192.138 $ | +2,9 % | 40.470.987 $ | +783.962 $ | +2,0 % | 39.687.025 $ | +1.079.472 $ | +2,8 % | |||
| Avidian Wealth Enterprises, LLC | 19.691.827 $ | -20.790.083 $ | -51,4 % | 40.481.910 $ | +5.274.052 $ | +15,0 % | 35.207.858 $ | +16.890.186 $ | +92,2 % | 18.317.672 $ | +2.610.366 $ | +16,6 % |
| NICOLET BANKSHARES INC | 39.881.496 $ | -128.362 $ | -0,3 % | 40.009.858 $ | ||||||||
| GOLDMAN SACHS GROUP INC | 39.203.597 $ | +7.637.246 $ | +24,2 % | 31.566.351 $ | -8.162.476 $ | -20,5 % | 39.728.827 $ | +8.483.395 $ | +27,2 % | |||
| Lexington Hill Partners, LLC | 37.555.449 $ | -1.422.088 $ | -3,6 % | 38.977.537 $ | +3.003.900 $ | +8,4 % | 35.973.637 $ | +16.069.467 $ | +80,7 % | 19.904.170 $ | ||
| EVERGREEN CAPITAL MANAGEMENT LLC | 37.708.503 $ | +514.410 $ | +1,4 % | 37.194.093 $ | -303.037 $ | -0,8 % | 37.497.130 $ | +168.843 $ | +0,5 % | |||
| BSW Wealth Partners | 37.302.873 $ | +5.895.258 $ | +18,8 % | 31.407.615 $ | +450.472 $ | +1,5 % | 30.957.143 $ | -1.157.988 $ | -3,6 % | |||
| Cambridge Investment Research Advisors, Inc. | 36.828.000 $ | +20.492.000 $ | +125,4 % | 16.336.000 $ | +368.000 $ | +2,3 % | 15.968.000 $ | +1.698.000 $ | +11,9 % | |||
| CITADEL ADVISORS LLC | 17.220.770 $ | -19.375.092 $ | -52,9 % | 36.595.862 $ | +29.507.939 $ | +416,3 % | 7.087.923 $ | -9.537.470 $ | -57,4 % | |||
| Waldron Private Wealth LLC | 35.292.616 $ | -7.709 $ | -0,0 % | 35.300.325 $ | -1.116.643 $ | -3,1 % | 36.416.968 $ | -389.083 $ | -1,1 % | |||
| BIP Wealth, LLC | 26.671.615 $ | -8.970.133 $ | -25,2 % | 35.641.748 $ | +3.639.908 $ | +11,4 % | 32.001.840 $ | +3.634.882 $ | +12,8 % | |||
| Bragg Financial Advisors, Inc | 35.638.036 $ | +3.075.306 $ | +9,4 % | 32.562.730 $ | +1.581.600 $ | +5,1 % | 30.981.130 $ | +1.838.011 $ | +6,3 % | |||
| Bedel Financial Consulting, Inc. | 35.586.759 $ | +475.387 $ | +1,4 % | 35.111.372 $ | +315.941 $ | +0,9 % | 34.795.431 $ | +1.685.737 $ | +5,1 % | |||
| Resonant Capital Advisors, LLC | 18.859.744 $ | -11.285.856 $ | -37,4 % | 30.145.600 $ | -4.879.552 $ | -13,9 % | 35.025.152 $ | -177.456 $ | -0,5 % | 35.202.608 $ | +2.263.074 $ | +6,9 % |
| NICOLET ADVISORY SERVICES, LLC | 35.153.438 $ | +7.046.792 $ | +25,1 % | |||||||||
| Merit Financial Group, LLC | 35.121.209 $ | +7.440.076 $ | +26,9 % | 27.681.133 $ | +13.477.252 $ | +94,9 % | 14.203.881 $ | -1.229.278 $ | -8,0 % | |||
| Jordan Park Group LLC | 32.756.063 $ | -2.329.229 $ | -6,6 % | 35.085.292 $ | +5.769.742 $ | +19,7 % | 29.315.550 $ | +8.494.321 $ | +40,8 % | |||
| Gleason Group, Inc. | 30.982.796 $ | -3.505.737 $ | -10,2 % | 34.488.533 $ | -202.782 $ | -0,6 % | 34.691.315 $ | +3.039.835 $ | +9,6 % | 31.651.480 $ | +311.972 $ | +1,0 % |
| Wealthspire Advisors, LLC | 33.466.733 $ | -245.726 $ | -0,7 % | 33.712.459 $ | -859.831 $ | -2,5 % | 34.572.290 $ | -1.446.593 $ | -4,0 % | |||
| MANNING & NAPIER ADVISORS LLC | 34.523.364 $ | +2.513.441 $ | +7,9 % | 32.009.923 $ | +2.382.525 $ | +8,0 % | 29.627.398 $ | +4.089.495 $ | +16,0 % | |||
| Allen Investment Management, LLC | 34.067.198 $ | +474.964 $ | +1,4 % | 33.592.234 $ | -269.331 $ | -0,8 % | 33.861.565 $ | +2.672.461 $ | +8,6 % | |||
| HBK Sorce Advisory LLC | 8.244.464 $ | -1.245.223 $ | -13,1 % | 9.489.687 $ | -24.084.928 $ | -71,7 % | 33.574.615 $ | -981.418 $ | -2,8 % | |||
| Astoria Strategic Wealth, Inc. | 33.096.922 $ | +915.876 $ | +2,8 % | 32.181.046 $ | +799.583 $ | +2,5 % | 31.381.463 $ | -593.489 $ | -1,9 % | |||
| Concurrent Investment Advisors, LLC | 32.946.005 $ | +8.963.139 $ | +37,4 % | 23.982.866 $ | +9.951.064 $ | +70,9 % | 14.031.802 $ | +3.248.103 $ | +30,1 % | 10.783.699 $ | +4.876.983 $ | +82,6 % |
| Stamos Capital Partners, L.P. | 32.725.614 $ | +14.899.568 $ | +83,6 % | 17.826.046 $ | -670.214 $ | -3,6 % | 18.496.260 $ | -1.112.203 $ | -5,7 % | |||
| Waverly Advisors, LLC | 27.148.526 $ | -5.462.041 $ | -16,7 % | 32.610.567 $ | +2.333.154 $ | +7,7 % | 30.277.413 $ | +496.942 $ | +1,7 % | |||
| Modera Wealth Management, LLC | 30.853.225 $ | -364.277 $ | -1,2 % | 31.217.502 $ | -1.020.271 $ | -3,2 % | 32.237.773 $ | +164.454 $ | +0,5 % | |||
| AlphaCore Capital LLC | 23.518.214 $ | -3.275.856 $ | -12,2 % | 26.794.070 $ | -5.239.172 $ | -16,4 % | 32.033.242 $ | -1.733.910 $ | -5,1 % | |||
| Brookstone Capital Management | 30.407.096 $ | -1.617.292 $ | -5,1 % | 32.024.388 $ | +4.002.303 $ | +14,3 % | 28.022.085 $ | +2.537.945 $ | +10,0 % | 25.484.140 $ | +2.684.451 $ | +11,8 % |
| Envestnet Portfolio Solutions, Inc. | 3.517.196 $ | +1.807.994 $ | +105,8 % | 1.709.202 $ | -30.305.302 $ | -94,7 % | 32.014.504 $ | +1.076.819 $ | +3,5 % | |||
| FIRST CITIZENS BANK & TRUST CO | 25.040.889 $ | -1.567.074 $ | -5,9 % | 26.607.963 $ | -3.817.702 $ | -12,5 % | 30.425.665 $ | -315.052 $ | -1,0 % | 30.740.717 $ | +993.580 $ | +3,3 % |
| Boston Standard Wealth Management, LLC | 30.566.714 $ | |||||||||||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 28.548.161 $ | -1.462.270 $ | -4,9 % | 30.010.431 $ | +25.039.365 $ | +503,7 % | 4.971.066 $ | |||||
| CX Institutional | 23.340.000 $ | +1.664.000 $ | +7,7 % | 21.676.000 $ | -7.742.000 $ | -26,3 % | 29.418.000 $ | +1.034.000 $ | +3,6 % | 28.384.000 $ | +1.248.000 $ | +4,6 % |
| Salomon & Ludwin, LLC | 29.251.007 $ | +725.759 $ | +2,5 % | 28.525.248 $ | +2.555.519 $ | +9,8 % | 25.969.729 $ | +1.886.555 $ | +7,8 % | |||
| Petersen Hastings Wealth Advisors Inc. | 28.094.332 $ | +1.698.207 $ | +6,4 % | 26.396.125 $ | +6.103.632 $ | +30,1 % | 20.292.493 $ | |||||
| Luminvest Wealth Management LLC | 27.409.218 $ | -313.333 $ | -1,1 % | 27.722.551 $ | +630.830 $ | +2,3 % | 27.091.721 $ | +319.375 $ | +1,2 % | 26.772.346 $ | +2.783.403 $ | +11,6 % |
| Quotient Wealth Partners, LLC | 27.537.105 $ | +3.225.932 $ | +13,3 % | 24.311.173 $ | +559.758 $ | +2,4 % | 23.751.415 $ | +631.439 $ | +2,7 % | |||
| One Wealth Advisors, LLC | 27.489.876 $ | +2.931.424 $ | +11,9 % | 24.558.452 $ | +469.894 $ | +2,0 % | 24.088.558 $ | -417.152 $ | -1,7 % | |||
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 27.383.253 $ | |||||||||||
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 26.312.868 $ | +8.039.516 $ | +44,0 % | 18.273.352 $ | +5.666.128 $ | +44,9 % | 12.607.224 $ | +3.774.325 $ | +42,7 % | |||
| REGIMEN WEALTH, LLC | 26.298.478 $ | +1.091.213 $ | +4,3 % | 25.207.265 $ | +2.783.969 $ | +12,4 % | 22.423.296 $ | +591.015 $ | +2,7 % | |||
| Vise Technologies, Inc. | 26.064.710 $ | +7.638.763 $ | +41,5 % | 18.425.947 $ | +0 $ | +0,0 % | 18.425.947 $ | +7.698.054 $ | +71,8 % | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 25.972.830 $ | +8.461.440 $ | +48,3 % | 17.511.390 $ | ||||||||
| Heartwood Wealth Advisors LLC | 24.493.645 $ | -1.453.440 $ | -5,6 % | 25.947.085 $ | +2.704.032 $ | +11,6 % | 23.243.053 $ | +2.815.406 $ | +13,8 % | 20.427.647 $ | +172.630 $ | +0,9 % |
| NATIXIS ADVISORS, LLC | 25.650.000 $ | +3.497.000 $ | +15,8 % | 22.153.000 $ | +5.488.000 $ | +32,9 % | 16.665.000 $ | +2.468.000 $ | +17,4 % | |||
| Apella Capital, LLC | 24.704.080 $ | -717.401 $ | -2,8 % | 25.421.481 $ | +1.309.158 $ | +5,4 % | 24.112.323 $ | +2.273.205 $ | +10,4 % | 21.839.118 $ | +2.171.352 $ | +11,0 % |
| 1900 WEALTH MANAGEMENT LLC | 25.350.848 $ | +21.048.205 $ | +489,2 % | 4.302.643 $ | -967.122 $ | -18,4 % | 5.269.765 $ | +122.053 $ | +2,4 % | 5.147.712 $ | +153.982 $ | +3,1 % |
| L2 Asset Management, LLC | 12.933.977 $ | -12.273.615 $ | -48,7 % | 25.207.592 $ | +12.645.071 $ | +100,7 % | 12.562.521 $ | +338.231 $ | +2,8 % | |||
| Colony Family Offices, LLC | 1.176.247 $ | -23.955.453 $ | -95,3 % | 25.131.700 $ | +3.697.744 $ | +17,3 % | 21.433.956 $ | +1.953.858 $ | +10,0 % | 19.480.098 $ | -2.005.778 $ | -9,3 % |
| Kestra Advisory Services, LLC | 25.082.813 $ | +3.279.512 $ | +15,0 % | 21.803.301 $ | +630.284 $ | +3,0 % | 21.173.017 $ | +2.604.767 $ | +14,0 % | |||
| Seneca Financial Advisors LLC | 24.917.276 $ | +2.986.674 $ | +13,6 % | 21.930.602 $ | -27.938 $ | -0,1 % | 21.958.540 $ | +2.359.995 $ | +12,0 % | |||
| ASSETMARK, INC | 22.777.748 $ | -1.919.416 $ | -7,8 % | 24.697.164 $ | +7.896.691 $ | +47,0 % | 16.800.473 $ | -631.220 $ | -3,6 % | 17.431.693 $ | +385.795 $ | +2,3 % |
| AMERICAN CENTURY COMPANIES INC | 23.661.324 $ | +3.620.511 $ | +18,1 % | 20.040.813 $ | ||||||||
| MOLLER WEALTH PARTNERS | 23.585.142 $ | +2.085.666 $ | +9,7 % | 21.499.476 $ | +1.123.924 $ | +5,5 % | 20.375.552 $ | +1.707.509 $ | +9,1 % | 18.668.043 $ | +257.468 $ | +1,4 % |
| FIRST HORIZON CORP | 23.392.138 $ | +1.184.054 $ | +5,3 % | 22.208.084 $ | +5.574.315 $ | +33,5 % | 16.633.769 $ | +584.782 $ | +3,6 % | |||
| Hirtle & Co., LLC | 23.277.169 $ | +2.065.837 $ | +9,7 % | 21.211.332 $ | -175.044 $ | -0,8 % | 21.386.376 $ | -143.123 $ | -0,7 % | |||
| LAZARD ASSET MANAGEMENT LLC | 22.869.646 $ | +247.275 $ | +1,1 % | 22.622.371 $ | -212.508 $ | -0,9 % | 22.834.879 $ | -886.685 $ | -3,7 % | |||
| Elm Partners Management LLC | 13.532.200 $ | -5.150.118 $ | -27,6 % | 18.682.318 $ | -4.081.075 $ | -17,9 % | 22.763.393 $ | +16.012.795 $ | +237,2 % | |||
| ATMOS ADVISORY, LLC | 21.820.315 $ | -802.298 $ | -3,5 % | 22.622.613 $ | +769.496 $ | +3,5 % | 21.853.117 $ | +1.531.531 $ | +7,5 % | 20.321.586 $ | +1.136.314 $ | +5,9 % |
| CWM, LLC | 22.353.997 $ | -115.003 $ | -0,5 % | 22.469.000 $ | +473.000 $ | +2,2 % | ||||||
| CAHABA WEALTH MANAGEMENT, INC. | 22.047.661 $ | +801.843 $ | +3,8 % | 21.245.818 $ | -48.854 $ | -0,2 % | 21.294.672 $ | +3.197.280 $ | +17,7 % | |||
| BROWN ADVISORY INC | 21.526.248 $ | +947.230 $ | +4,6 % | 20.579.018 $ | +720.059 $ | +3,6 % | 19.858.959 $ | +787.852 $ | +4,1 % | |||
| SAGESPRING WEALTH PARTNERS, LLC | 13.083.825 $ | -8.299.969 $ | -38,8 % | 21.383.794 $ | +242.979 $ | +1,1 % | 21.140.815 $ | +8.877.109 $ | +72,4 % | 12.263.706 $ | -962.645 $ | -7,3 % |
| CAPTRUST FINANCIAL ADVISORS | 20.981.272 $ | +2.781.818 $ | +15,3 % | 18.199.454 $ | -82.697 $ | -0,5 % | 18.282.151 $ | -550.402 $ | -2,9 % | |||
| DAVIDSON INVESTMENT ADVISORS | 20.283.136 $ | -542.763 $ | -2,6 % | 20.825.899 $ | +1.299.599 $ | +6,7 % | 19.526.300 $ | +822.315 $ | +4,4 % | 18.703.985 $ | +582.962 $ | +3,2 % |
| Stairway Partners, LLC | 18.954.561 $ | -1.405.052 $ | -6,9 % | 20.359.613 $ | +2.176.205 $ | +12,0 % | 18.183.408 $ | -158.361 $ | -0,9 % | 18.341.769 $ | +2.605.719 $ | +16,6 % |
| DEUTSCHE BANK AG\ | 20.170.545 $ | +316.969 $ | +1,6 % | 19.853.576 $ | +1.891.044 $ | +10,5 % | 17.962.532 $ | -110.836 $ | -0,6 % | |||
| Vanguard National Trust Co | 19.729.184 $ | +7.660.643 $ | +63,5 % | 12.068.541 $ | ||||||||
| Nicht ausgewiesen | 19.335.610 $ | +5.895.566 $ | +43,9 % | 13.440.044 $ | +289.504 $ | +2,2 % | 13.150.540 $ | -2.451.187 $ | -15,7 % | |||
| FIFTH THIRD BANCORP | 19.225.647 $ | +325.171 $ | +1,7 % | 18.900.476 $ | +18.504.744 $ | +4.676,1 % | 395.732 $ | +41.787 $ | +11,8 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.472.876 $ | -2.870.544 $ | -18,7 % | 15.343.420 $ | -3.734.092 $ | -19,6 % | 19.077.512 $ | +7.204.313 $ | +60,7 % | |||
| Towneley Capital Management, Inc / DE | 17.416.602 $ | -1.407.452 $ | -7,5 % | 18.824.054 $ | +1.511.450 $ | +8,7 % | 17.312.604 $ | +720.752 $ | +4,3 % | 16.591.852 $ | +6.299 $ | +0,0 % |
| Steward Partners Investment Advisory, LLC | 18.747.605 $ | +1.437.096 $ | +8,3 % | 17.310.509 $ | +8.399.105 $ | +94,3 % | 8.911.404 $ | +658.585 $ | +8,0 % | |||
| CULLEN/FROST BANKERS, INC. | 11.098.168 $ | +75.870 $ | +0,7 % | 11.022.298 $ | -7.689.558 $ | -41,1 % | 18.711.856 $ | +6.524.487 $ | +53,5 % | |||
| Compound Planning, Inc. | 17.948.421 $ | +2.394.512 $ | +15,4 % | 15.553.909 $ | -2.908.674 $ | -15,8 % | 18.462.583 $ | +1.779.645 $ | +10,7 % | |||
| Carnegie Investment Counsel | 15.921.106 $ | -1.029.213 $ | -6,1 % | 16.950.319 $ | -494.119 $ | -2,8 % | 17.444.438 $ | -617.718 $ | -3,4 % | 18.062.156 $ | -48.463 $ | -0,3 % |
| RIVERSEDGE ADVISORS, LLC | 16.953.132 $ | -771.491 $ | -4,4 % | 17.724.623 $ | +1.254.388 $ | +7,6 % | 16.470.235 $ | +176.929 $ | +1,1 % | 16.293.306 $ | +184.079 $ | +1,1 % |
| Farther Finance Advisors, LLC | 16.835.945 $ | -275.298 $ | -1,6 % | 17.111.243 $ | +2.612.174 $ | +18,0 % | 14.499.069 $ | +4.212.603 $ | +41,0 % | 10.286.466 $ | +2.993.037 $ | +41,0 % |
| REGIONS FINANCIAL CORP | 13.884.463 $ | -854.041 $ | -5,8 % | 14.738.504 $ | -2.153.656 $ | -12,7 % | 16.892.160 $ | -25.125.584 $ | -59,8 % | |||
| COMERICA BANK | 16.717.790 $ | +293.564 $ | +1,8 % | |||||||||
| Unison Advisors LLC | 16.711.967 $ | +234.790 $ | +1,4 % | 16.477.177 $ | -127.487 $ | -0,8 % | 16.604.664 $ | +81.648 $ | +0,5 % | |||
| Evanson Financial, LLC | 16.642.526 $ | |||||||||||
| Single Point Partners, LLC | 14.592.292 $ | -2.048.561 $ | -12,3 % | 16.640.853 $ | +804.483 $ | +5,1 % | 15.836.370 $ | +50.427 $ | +0,3 % | 15.785.943 $ | +191.297 $ | +1,2 % |
| PRUDENTIAL FINANCIAL INC | 16.564.950 $ | +2.221.575 $ | +15,5 % | 14.343.375 $ | +2.401.875 $ | +20,1 % | 11.941.500 $ | -1.201.875 $ | -9,1 % | |||
| Smithfield Trust Co | 15.650.000 $ | -824.000 $ | -5,0 % | 16.474.000 $ | +1.975.000 $ | +13,6 % | 14.499.000 $ | +752.000 $ | +5,5 % | |||
| Evanson Asset Management, LLC | 16.409.608 $ | +1.345.924 $ | +8,9 % | 15.063.684 $ | +1.741.727 $ | +13,1 % | ||||||
| Foster Victor Wealth Advisors, LLC | 15.139.078 $ | -1.241.663 $ | -7,6 % | 16.380.741 $ | +595.864 $ | +3,8 % | 15.784.877 $ | +464.678 $ | +3,0 % | 15.320.199 $ | +82.595 $ | +0,5 % |
| Passive Capital Management, LLC. | 15.987.257 $ | -228.814 $ | -1,4 % | 16.216.071 $ | +228.814 $ | +1,4 % | 15.987.257 $ | +102.512 $ | +0,6 % | |||
| Brooklyn FI, LLC | 16.189.143 $ | +1.774.924 $ | +12,3 % | 14.414.219 $ | +921.060 $ | +6,8 % | 13.493.159 $ | +246.740 $ | +1,9 % | |||
| Altiora Financial Group, LLC | 16.116.726 $ | +2.644.968 $ | +19,6 % | 13.471.758 $ | +3.188.553 $ | +31,0 % | 10.283.205 $ | +878.547 $ | +9,3 % | |||
| Clark Asset Management, LLC | 14.371.926 $ | -1.629.080 $ | -10,2 % | 16.001.006 $ | +438.058 $ | +2,8 % | 15.562.948 $ | +90.392 $ | +0,6 % | 15.472.556 $ | +557.960 $ | +3,7 % |
| ANDERSON HOAGLAND & CO | 8.760.810 $ | -6.793.196 $ | -43,7 % | 15.554.006 $ | -432.079 $ | -2,7 % | 15.986.085 $ | -252.167 $ | -1,6 % | |||
| MidFirst Bank | 15.960.216 $ | +2.612.745 $ | +19,6 % | 13.347.471 $ | +3.261.912 $ | +32,3 % | 10.085.559 $ | |||||
| Equitable Holdings, Inc. | 15.952.107 $ | +499.572 $ | +3,2 % | 15.452.535 $ | +1.175.958 $ | +8,2 % | 14.276.577 $ | +767.441 $ | +5,7 % | |||
| Quantinno Capital Management LP | 15.778.247 $ | +12.674.867 $ | +408,4 % | 3.103.380 $ | +1.158.757 $ | +59,6 % | 1.944.623 $ | +399.935 $ | +25,9 % | |||
| FIDUCIARY TRUST CO | 15.731.695 $ | +1.021.229 $ | +6,9 % | 14.710.466 $ | -483.048 $ | -3,2 % | 15.193.514 $ | +298.139 $ | +2,0 % | |||
| FOSTER & MOTLEY INC | 15.419.000 $ | -114.000 $ | -0,7 % | 15.533.000 $ | -166.000 $ | -1,1 % | 15.699.000 $ | +424.000 $ | +2,8 % | |||
| Newton One Investments LLC | 15.032.239 $ | -649.891 $ | -4,1 % | 15.682.130 $ | +591.569 $ | +3,9 % | 15.090.561 $ | +582.651 $ | +4,0 % | 14.507.910 $ | +349.897 $ | +2,5 % |
| Yeomans Consulting Group, Inc. | 15.638.933 $ | +10.197.172 $ | +187,4 % | |||||||||
| STATE OF WISCONSIN INVESTMENT BOARD | 15.629.220 $ | +213.210 $ | +1,4 % | 15.416.010 $ | -123.600 $ | -0,8 % | 15.539.610 $ | +67.980 $ | +0,4 % | |||
| Level Wealth Management LLC | 15.519.761 $ | +2.113.973 $ | +15,8 % | 13.405.788 $ | +3.521.695 $ | +35,6 % | 9.884.093 $ | +1.623.348 $ | +19,7 % | |||
| Frisco Financial Planning LLC | 15.001.884 $ | -462.650 $ | -3,0 % | 15.464.534 $ | +1.661.634 $ | +12,0 % | 13.802.900 $ | +4.537.968 $ | +49,0 % | 9.264.932 $ | -39.907 $ | -0,4 % |
| Stonebridge Financial Group, LLC | 11.707.250 $ | -3.105.538 $ | -21,0 % | 14.812.788 $ | -152.232 $ | -1,0 % | 14.965.020 $ | -456.791 $ | -3,0 % | 15.421.811 $ | +3.153 $ | +0,0 % |
| EARNED WEALTH ADVISORS, LLC | 15.358.402 $ | +3.404.181 $ | +28,5 % | 11.954.221 $ | +280.628 $ | +2,4 % | 11.673.593 $ | -1.611.188 $ | -12,1 % | |||
| Aprio Wealth Management, LLC | 14.560.334 $ | -722.502 $ | -4,7 % | 15.282.836 $ | +694.175 $ | +4,8 % | 14.588.661 $ | +5.977.673 $ | +69,4 % | |||
| Florida Trust Wealth Management Co | 15.267.573 $ | +3.227.769 $ | +26,8 % | 12.039.804 $ | +2.292.244 $ | +23,5 % | 9.747.560 $ | +3.723.388 $ | +61,8 % | |||
| Lido Advisors, LLC | 14.914.578 $ | +1.737.214 $ | +13,2 % | 13.177.364 $ | -47.503 $ | -0,4 % | 13.224.867 $ | +234.203 $ | +1,8 % | |||
| Divergent Planning, LLC | 14.717.663 $ | +463.567 $ | +3,3 % | |||||||||
| Grove Bank & Trust | 13.515.123 $ | -1.177.255 $ | -8,0 % | 14.692.378 $ | +243.935 $ | +1,7 % | 14.448.443 $ | +127.058 $ | +0,9 % | 14.321.385 $ | +574.366 $ | +4,2 % |
| CoreCap Advisors, LLC | 14.609.838 $ | -60.646 $ | -0,4 % | 14.670.484 $ | +1.776.377 $ | +13,8 % | 12.894.107 $ | +651.160 $ | +5,3 % | 12.242.947 $ | +1.845.774 $ | +17,8 % |
| San Luis Wealth Advisors LLC | 9.959.208 $ | +0 $ | +0,0 % | 9.959.208 $ | -3.914.981 $ | -28,2 % | 13.874.189 $ | -590.530 $ | -4,1 % | 14.464.719 $ | +1.039.745 $ | +7,7 % |
| Clearstead Advisors, LLC | 14.077.984 $ | +1.175.755 $ | +9,1 % | 12.902.229 $ | +1.227.942 $ | +10,5 % | 11.674.287 $ | +3.946.566 $ | +51,1 % | |||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9.969.065 $ | -1.667.578 $ | -14,3 % | 11.636.643 $ | -2.424.843 $ | -17,2 % | 14.061.486 $ | -87.695 $ | -0,6 % | |||
| MLG Wealth Management DBA Pine Grove Financial Group | 14.030.530 $ | +5.352.374 $ | +61,7 % | 8.678.156 $ | +1.037.820 $ | +13,6 % | 7.640.336 $ | +332.105 $ | +4,5 % | 7.308.231 $ | ||
| PDS Planning, Inc | 13.932.578 $ | +346.043 $ | +2,5 % | 13.586.535 $ | +561.288 $ | +4,3 % | 13.025.247 $ | +482.491 $ | +3,8 % | |||
| Keystone Global Partners, LLC | 4.470.615 $ | -151.695 $ | -3,3 % | 4.622.310 $ | -4.750.172 $ | -50,7 % | 9.372.482 $ | -4.425.815 $ | -32,1 % | 13.798.297 $ | +5.644.064 $ | +69,2 % |
| BANK OF HAWAII | 13.757.405 $ | +1.979.922 $ | +16,8 % | 11.777.483 $ | -536.275 $ | -4,4 % | 12.313.758 $ | -425.551 $ | -3,3 % | |||
| Stratos Wealth Partners, LTD. | 13.744.366 $ | +528.208 $ | +4,0 % | 13.216.158 $ | +67.946 $ | +0,5 % | 13.148.212 $ | +3.480.648 $ | +36,0 % | |||
| 21 West Wealth Management LLC | 13.587.726 $ | |||||||||||
| Empower Advisory Group, LLC | 13.529.108 $ | +180.271 $ | +1,4 % | 13.348.837 $ | +1.574.420 $ | +13,4 % | 11.774.417 $ | -4.913.503 $ | -29,4 % | |||
| SageView Advisory Group, LLC | 3.069.763 $ | +6.735 $ | +0,2 % | 3.063.028 $ | -10.458.332 $ | -77,3 % | 13.521.360 $ | -477.418 $ | -3,4 % | |||
| Partners in Financial Planning | 13.270.107 $ | +1.466.019 $ | +12,4 % | 11.804.088 $ | +228.021 $ | +2,0 % | 11.576.067 $ | +307.158 $ | +2,7 % | |||
| Mayflower Financial Advisors, LLC | 13.183.554 $ | +699.225 $ | +5,6 % | 12.484.329 $ | +443.751 $ | +3,7 % | 12.040.578 $ | +403.027 $ | +3,5 % | |||
| Graves Light Lenhart Wealth, Inc. | 13.165.770 $ | +1.655.779 $ | +14,4 % | 11.509.991 $ | +3.057.530 $ | +36,2 % | 8.452.461 $ | +100.627 $ | +1,2 % | 8.351.834 $ | +1.777.109 $ | +27,0 % |
| Acumen Wealth Advisors, LLC | 13.076.751 $ | +4.730.802 $ | +56,7 % | 8.345.949 $ | +996.116 $ | +13,6 % | 7.349.833 $ | |||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 13.060.696 $ | +914.497 $ | +7,5 % | 12.146.199 $ | +1.102.159 $ | +10,0 % | 11.044.040 $ | +850.649 $ | +8,3 % | |||
| Mallini Complete Financial Planning LLC | 2.383.177 $ | -10.428.874 $ | -81,4 % | 12.812.051 $ | +474.305 $ | +3,8 % | 12.337.746 $ | +626.623 $ | +5,4 % | |||
| Perigon Wealth Management, LLC | 12.731.837 $ | +326.505 $ | +2,6 % | 12.405.332 $ | +1.403.209 $ | +12,8 % | 11.002.123 $ | |||||
| CARDIFF PARK ADVISORS, LLC | 9.211.741 $ | -1.357.337 $ | -12,8 % | 10.569.078 $ | -2.125.383 $ | -16,7 % | 12.694.461 $ | -178.404 $ | -1,4 % | |||
| Legacy Edge Advisors, LLC | 11.890.599 $ | -416.865 $ | -3,4 % | 12.307.464 $ | -199.860 $ | -1,6 % | 12.507.324 $ | +641.785 $ | +5,4 % | |||
| Hanson & Doremus Investment Management | 12.388.000 $ | +38.000 $ | +0,3 % | 12.350.000 $ | +813.000 $ | +7,0 % | 11.537.000 $ | +4.653.000 $ | +67,6 % | 6.884.000 $ | +561.000 $ | +8,9 % |
| Private Advisor Group, LLC | 12.340.353 $ | +1.520.760 $ | +14,1 % | 10.819.593 $ | +574.655 $ | +5,6 % | 10.244.938 $ | +509.022 $ | +5,2 % | |||
| Tenret Co LLC | 12.220.955 $ | +3.373.435 $ | +38,1 % | 8.847.520 $ | +674.694 $ | +8,3 % | ||||||
| Roth Financial Partners LLC | 10.133.669 $ | -1.960.948 $ | -16,2 % | 12.094.617 $ | +520.122 $ | +4,5 % | 11.574.495 $ | -357.187 $ | -3,0 % | 11.931.682 $ | -128.632 $ | -1,1 % |
| CITIGROUP INC | 11.438.756 $ | +399.259 $ | +3,6 % | 11.039.497 $ | -1.026.923 $ | -8,5 % | 12.066.420 $ | -171.977 $ | -1,4 % | |||
| Ashton Thomas Private Wealth, LLC | 11.878.986 $ | +1.362.289 $ | +13,0 % | 10.516.697 $ | +655.998 $ | +6,7 % | 9.860.699 $ | +258.260 $ | +2,7 % | |||
| Diversified Portfolios, Inc. | 11.870.721 $ | +4.711.855 $ | +65,8 % | 7.158.866 $ | +2.056.141 $ | +40,3 % | 5.102.725 $ | -42.969 $ | -0,8 % | |||
| Physician Wealth Solutions Inc. | 10.126.585 $ | -1.585.669 $ | -13,5 % | 11.712.254 $ | +287.843 $ | +2,5 % | 11.424.411 $ | +440.371 $ | +4,0 % | 10.984.040 $ | +307.263 $ | +2,9 % |
| 25 LLC | 11.524.178 $ | +2.240.825 $ | +24,1 % | 9.283.353 $ | +1.181.511 $ | +14,6 % | 8.101.842 $ | +831.753 $ | +11,4 % | 7.270.089 $ | -2.418.448 $ | -25,0 % |
| Valmark Advisers, Inc. | 11.366.908 $ | +2.053.302 $ | +22,0 % | 9.313.606 $ | +619.459 $ | +7,1 % | 8.694.147 $ | +460.674 $ | +5,6 % | |||
| ASHTON THOMAS SECURITIES, LLC | 11.298.459 $ | +1.609.621 $ | +16,6 % | 9.688.838 $ | +1.494.585 $ | +18,2 % | 8.194.253 $ | -1.253.105 $ | -13,3 % | |||
| Rockefeller Capital Management L.P. | 11.205.398 $ | +103.149 $ | +0,9 % | 11.102.249 $ | +1.204.376 $ | +12,2 % | 9.897.873 $ | +1.697.372 $ | +20,7 % | |||
| Tidal Investments LLC | 11.133.028 $ | |||||||||||
| PFG Advisors | 10.636.511 $ | -376.289 $ | -3,4 % | 11.012.800 $ | +687.679 $ | +6,7 % | 10.325.121 $ | +149.558 $ | +1,5 % | 10.175.563 $ | +180.111 $ | +1,8 % |
| Cardinal Point Capital Management ULC | 10.368.344 $ | -617.234 $ | -5,6 % | 10.985.578 $ | ||||||||
| SPIREPOINT PRIVATE CLIENT, LLC | 10.949.255 $ | +1.072.482 $ | +10,9 % | 9.876.773 $ | +237.437 $ | +2,5 % | 9.639.336 $ | -1.078.999 $ | -10,1 % | |||
| KEYBANK NATIONAL ASSOCIATION/OH | 10.339.213 $ | +1.295.004 $ | +14,3 % | 9.044.209 $ | -1.795.247 $ | -16,6 % | 10.839.456 $ | +1.425.845 $ | +15,1 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 10.788.000 $ | +1.679.000 $ | +18,4 % | 9.109.000 $ | +1.554.000 $ | +20,6 % | 7.555.000 $ | +3.502.000 $ | +86,4 % | |||
| Stewardship Advisors, LLC | 10.450.294 $ | -263.733 $ | -2,5 % | 10.714.027 $ | +2.544.148 $ | +31,1 % | 8.169.879 $ | -1.098.632 $ | -11,9 % | 9.268.511 $ | -3.419.217 $ | -26,9 % |
| Linscomb Wealth, Inc. | 10.701.819 $ | +4.240.714 $ | +65,6 % | 6.461.105 $ | +2.968.414 $ | +85,0 % | 3.492.691 $ | +148.365 $ | +4,4 % | |||
| Forvis Mazars Wealth Advisors, LLC | 9.252.247 $ | -1.446.349 $ | -13,5 % | 10.698.596 $ | +764.905 $ | +7,7 % | 9.933.691 $ | -225.871 $ | -2,2 % | 10.159.562 $ | -697.912 $ | -6,4 % |
| Joel Adams & Associates, Inc. | 10.682.548 $ | +1.246.262 $ | +13,2 % | 9.436.286 $ | +1.879.830 $ | +24,9 % | 7.556.456 $ | -1.030.974 $ | -12,0 % | |||
| SIMON QUICK ADVISORS, LLC | 6.118.007 $ | +59.631 $ | +1,0 % | 6.058.376 $ | -4.515.889 $ | -42,7 % | 10.574.265 $ | +5.074.179 $ | +92,3 % | |||
| Aptus Capital Advisors, LLC | 10.118.175 $ | +894.711 $ | +9,7 % | 9.223.464 $ | -1.346.438 $ | -12,7 % | 10.569.902 $ | +787.376 $ | +8,0 % | |||
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10.560.747 $ | +225.301 $ | +2,2 % | 10.335.446 $ | +491.576 $ | +5,0 % | 9.843.870 $ | +626.418 $ | +6,8 % | |||
| JACOBSON & SCHMITT ADVISORS, LLC | 10.102.799 $ | -202.081 $ | -2,0 % | 10.304.880 $ | +114.868 $ | +1,1 % | 10.190.012 $ | +442.635 $ | +4,5 % | |||
| Silver Oak Advisory Group, Inc. | 10.245.000 $ | +24.000 $ | +0,2 % | 10.221.000 $ | +223.000 $ | +2,2 % | 9.998.000 $ | +327.000 $ | +3,4 % | |||
| CAPSTONE CAPITAL LLC | 10.227.297 $ | +77.914 $ | +0,8 % | 10.149.383 $ | +962.988 $ | +10,5 % | 9.186.395 $ | +243.978 $ | +2,7 % | 8.942.417 $ | +82.831 $ | +0,9 % |
| Keebeck Wealth Management | 9.539.439 $ | +82.939 $ | +0,9 % | 9.456.500 $ | -726.219 $ | -7,1 % | 10.182.719 $ | +20.512 $ | +0,2 % | |||
| Royal Harbor Partners, LLC | 10.110.183 $ | |||||||||||
| AMI INVESTMENT MANAGEMENT INC | 9.619.095 $ | -210.256 $ | -2,1 % | 9.829.351 $ | -233.176 $ | -2,3 % | 10.062.527 $ | -60.776 $ | -0,6 % | |||
| Firestone Capital Management | 9.995.404 $ | +99.337 $ | +1,0 % | 9.896.067 $ | +142.577 $ | +1,5 % | 9.753.490 $ | +26.587 $ | +0,3 % | |||
| Summit Wealth Group, LLC | 9.594.217 $ | +1.161.759 $ | +13,8 % | 8.432.458 $ | +501.021 $ | +6,3 % | 7.931.437 $ | +427.146 $ | +5,7 % | |||
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 8.466.375 $ | -964.905 $ | -10,2 % | 9.431.280 $ | +672.435 $ | +7,7 % | 8.758.845 $ | +1.110.228 $ | +14,5 % | |||
| IEQ CAPITAL, LLC | 8.531.561 $ | -825.784 $ | -8,8 % | 9.357.345 $ | +1.440.616 $ | +18,2 % | 7.916.729 $ | -8.488.253 $ | -51,7 % | |||
| Verus Financial Partners, Inc. | 9.348.926 $ | +97.405 $ | +1,1 % | 9.251.521 $ | +20.831 $ | +0,2 % | 9.230.690 $ | +174.107 $ | +1,9 % | |||
| Smartleaf Asset Management LLC | 9.346.069 $ | +160.566 $ | +1,7 % | 9.185.503 $ | +924.321 $ | +11,2 % | 8.261.182 $ | +8.192.464 $ | +11.921,9 % | |||
| BRANDYWINE OAK PRIVATE WEALTH LLC | 9.174.498 $ | -86.771 $ | -0,9 % | 9.261.269 $ | -70.610 $ | -0,8 % | 9.331.879 $ | -75.276 $ | -0,8 % | |||
| Arax Advisory Partners | 9.258.817 $ | +1.662.896 $ | +21,9 % | 7.595.921 $ | -398.317 $ | -5,0 % | 7.994.238 $ | +5.289.113 $ | +195,5 % | |||
| Sage Mountain Advisors LLC | 6.745.266 $ | -1.755.594 $ | -20,7 % | 8.500.860 $ | -667.748 $ | -7,3 % | 9.168.608 $ | +3.664.088 $ | +66,6 % | |||
| Washington Trust Advisors, Inc. | 8.767.477 $ | -386.193 $ | -4,2 % | 9.153.670 $ | +465.932 $ | +5,4 % | 8.687.738 $ | -290.467 $ | -3,2 % | 8.978.205 $ | +271.193 $ | +3,1 % |
| Beacon Wealthcare LLC | 8.845.009 $ | -277.701 $ | -3,0 % | 9.122.710 $ | +981.610 $ | +12,1 % | 8.141.100 $ | +364.456 $ | +4,7 % | 7.776.644 $ | +287.824 $ | +3,8 % |
| ONE Advisory Partners, LLC | 9.122.578 $ | +1.929.192 $ | +26,8 % | 7.193.386 $ | -153.016 $ | -2,1 % | 7.346.402 $ | -36.069 $ | -0,5 % | 7.382.471 $ | -84.388 $ | -1,1 % |
| RTD Financial Advisors, Inc. | 7.381.397 $ | -1.483.803 $ | -16,7 % | 8.865.200 $ | +16.068 $ | +0,2 % | 8.849.132 $ | -244.450 $ | -2,7 % | 9.093.582 $ | -573.932 $ | -5,9 % |
| Pinnacle Financial Partners, Inc. | 9.090.926 $ | +4.361.970 $ | +92,2 % | 4.728.956 $ | -2.555.171 $ | -35,1 % | 7.284.127 $ | |||||
| TD PRIVATE CLIENT WEALTH LLC | 9.022.359 $ | +738.374 $ | +8,9 % | 8.283.985 $ | ||||||||
| TruNorth Capital Management, LLC | 9.016.028 $ | +8.940.923 $ | +11.904,6 % | |||||||||
| Independent Advisor Alliance | 2.566.176 $ | -6.440.613 $ | -71,5 % | 9.006.789 $ | +5.990.294 $ | +198,6 % | 3.016.495 $ | +815.768 $ | +37,1 % | |||
| MAI Capital Management | 8.962.974 $ | +1.519.697 $ | +20,4 % | 7.443.277 $ | +293.258 $ | +4,1 % | 7.150.019 $ | +1.371.625 $ | +23,7 % | |||
| BENJAMIN EDWARDS INC | 8.864.735 $ | +1.597.502 $ | +22,0 % | 7.267.233 $ | +1.329.449 $ | +22,4 % | 5.937.784 $ | +296.315 $ | +5,3 % | |||
| Schiavi & Co LLC | 8.836.596 $ | +1.981.862 $ | +28,9 % | 6.854.734 $ | +189.274 $ | +2,8 % | 6.665.460 $ | -890.782 $ | -11,8 % | |||
| Glenview Trust Co | 8.738.858 $ | +2.223.474 $ | +34,1 % | 6.515.384 $ | +2.413.933 $ | +58,9 % | 4.101.451 $ | +718.472 $ | +21,2 % | |||
| GENESIS PRIVATE WEALTH, LLC | 8.588.111 $ | +743.576 $ | +9,5 % | 7.844.535 $ | +423.661 $ | +5,7 % | 7.420.874 $ | +101.560 $ | +1,4 % | |||
| Vested Financial Planning, LLC | 8.522.733 $ | +1.806.339 $ | +26,9 % | 6.716.394 $ | +1.181.725 $ | +21,4 % | 5.534.669 $ | +414.257 $ | +8,1 % | |||
| Elequin Capital, LP | 8.486.717 $ | -583.213 $ | -6,4 % | |||||||||
| Summit Financial, LLC | 8.254.445 $ | +83.237 $ | +1,0 % | 8.171.208 $ | -281.821 $ | -3,3 % | 8.453.029 $ | -24.089 $ | -0,3 % | |||
| COLLECTIVE FAMILY OFFICE LLC | 8.447.603 $ | +5.751.841 $ | +213,4 % | 2.695.762 $ | +586.313 $ | +27,8 % | 2.109.449 $ | -16.913 $ | -0,8 % | 2.126.362 $ | +9.302 $ | +0,4 % |
| Mustard Seed Financial, LLC | 8.445.657 $ | +1.073.731 $ | +14,6 % | 7.371.926 $ | +839.992 $ | +12,9 % | 6.531.934 $ | +213.104 $ | +3,4 % | |||
| Northern Lights Advisors, Inc. | 7.963.347 $ | -480.428 $ | -5,7 % | 8.443.775 $ | +1.107.401 $ | +15,1 % | 7.336.374 $ | +110.304 $ | +1,5 % | 7.226.070 $ | ||
| COOPER/HAIMS ADVISORS, LLC | 7.446.321 $ | -629.540 $ | -7,8 % | 8.075.861 $ | -300.036 $ | -3,6 % | 8.375.897 $ | +66.125 $ | +0,8 % | |||
| Veratis Advisors, Inc. | 8.311.094 $ | +131.754 $ | +1,6 % | 8.179.340 $ | ||||||||
| Capstone Financial Advisors, Inc. | 6.548.615 $ | -1.729.850 $ | -20,9 % | 8.278.465 $ | +17.397 $ | +0,2 % | 8.261.068 $ | +878 $ | +0,0 % | |||
| One Degree Advisors Inc | 4.978.000 $ | -3.258.000 $ | -39,6 % | 8.236.000 $ | +356.000 $ | +4,5 % | 7.880.000 $ | +3.857.000 $ | +95,9 % | |||
| Soltis Investment Advisors LLC | 8.192.857 $ | +678.856 $ | +9,0 % | 7.514.001 $ | +280.639 $ | +3,9 % | 7.233.362 $ | +195.645 $ | +2,8 % | |||
| GREAT VALLEY ADVISOR GROUP, INC. | 7.830.323 $ | -274.640 $ | -3,4 % | 8.104.963 $ | +144.080 $ | +1,8 % | 7.960.883 $ | +1.904.028 $ | +31,4 % | |||
| Wealthcare Advisory Partners LLC | 8.086.410 $ | +4.123.171 $ | +104,0 % | 3.963.239 $ | +216.498 $ | +5,8 % | 3.746.741 $ | -446.024 $ | -10,6 % | 4.192.765 $ | +378.838 $ | +9,9 % |
| Strategic Blueprint, LLC | 7.260.574 $ | -19.203 $ | -0,3 % | 7.279.777 $ | -259.871 $ | -3,4 % | 7.539.648 $ | -499.561 $ | -6,2 % | 8.039.209 $ | -1.377.072 $ | -14,6 % |
| AXXCESS WEALTH MANAGEMENT, LLC | 2.189.695 $ | -5.821.941 $ | -72,7 % | 8.011.636 $ | +3.289.971 $ | +69,7 % | 4.721.665 $ | +814.353 $ | +20,8 % | |||
| Integrated Advisors Network LLC | 4.595.825 $ | -719.841 $ | -13,5 % | 5.315.666 $ | -1.744.878 $ | -24,7 % | 7.060.544 $ | -937.036 $ | -11,7 % | 7.997.580 $ | -1.088.984 $ | -12,0 % |
| UNIQUE WEALTH, LLC | 3.817.348 $ | -4.169.106 $ | -52,2 % | 7.986.454 $ | +1.184.224 $ | +17,4 % | 6.802.230 $ | +3.003.497 $ | +79,1 % | 3.798.733 $ | -63.467 $ | -1,6 % |
| OpenArc Corporate Advisory, LLC | 7.957.285 $ | +6.595.469 $ | +484,3 % | 1.361.816 $ | -261.255 $ | -16,1 % | 1.623.071 $ | +1.419.698 $ | +698,1 % | 203.373 $ | ||
| Gutierrez Wealth Advisory, LLC | 7.866.539 $ | +421.773 $ | +5,7 % | 7.444.766 $ | +602.448 $ | +8,8 % | 6.842.318 $ | -37.218 $ | -0,5 % | |||
| PARK AVENUE SECURITIES LLC | 7.815.000 $ | +394.000 $ | +5,3 % | 7.421.000 $ | -62.000 $ | -0,8 % | 7.483.000 $ | +716.000 $ | +10,6 % | |||
| Hurlow Wealth Management Group, Inc. | 7.808.611 $ | +143.844 $ | +1,9 % | 7.664.767 $ | +321.473 $ | +4,4 % | 7.343.294 $ | -237.572 $ | -3,1 % | |||
| LAUREL OAK WEALTH MANAGEMENT, LLC | 7.754.923 $ | +79.659 $ | +1,0 % | 7.675.264 $ | +572.250 $ | +8,1 % | 7.103.014 $ | +593.364 $ | +9,1 % | 6.509.650 $ | ||
| Capital Advisors Wealth Management, LLC | 7.753.846 $ | +58.426 $ | +0,8 % | 7.695.420 $ | +197.403 $ | +2,6 % | 7.498.017 $ | +614.634 $ | +8,9 % | 6.883.383 $ | +393.563 $ | +6,1 % |
| Cherry Tree Wealth Management, LLC | 4.093.035 $ | -3.655.567 $ | -47,2 % | 7.748.602 $ | +518.826 $ | +7,2 % | 7.229.776 $ | -76.925 $ | -1,1 % | 7.306.701 $ | +1.412.844 $ | +24,0 % |
| Gotham Asset Management, LLC | 7.738.740 $ | |||||||||||
| Edgestream Partners, L.P. | 7.738.538 $ | +2.404.249 $ | +45,1 % | 5.334.289 $ | +526.263 $ | +10,9 % | 4.808.026 $ | -2.252.495 $ | -31,9 % | |||
| PRINCIPAL SECURITIES, INC. | 7.717.701 $ | +736.274 $ | +10,5 % | 6.981.427 $ | +346.555 $ | +5,2 % | 6.634.872 $ | +135.875 $ | +2,1 % | |||
| Chesley Taft & Associates LLC | 6.781.431 $ | -934.548 $ | -12,1 % | 7.715.979 $ | +135.842 $ | +1,8 % | 7.580.137 $ | -4.198 $ | -0,1 % | 7.584.335 $ | +1.206.068 $ | +18,9 % |
| CIBC Bancorp USA Inc. | 7.671.052 $ | +3.098.619 $ | +67,8 % | 4.572.433 $ | ||||||||
| MOODY NATIONAL BANK TRUST DIVISION | 7.481.649 $ | -179.653 $ | -2,3 % | 7.661.302 $ | +405.650 $ | +5,6 % | 7.255.652 $ | +829.395 $ | +12,9 % | 6.426.257 $ | -4.146.724 $ | -39,2 % |
| Schneider Downs Wealth Management Advisors, LP | 7.136.282 $ | -211.867 $ | -2,9 % | 7.348.149 $ | -205.661 $ | -2,7 % | 7.553.810 $ | -56.214 $ | -0,7 % | |||
| Avantax Planning Partners, Inc. | 4.855.749 $ | +188.378 $ | +4,0 % | 4.667.371 $ | -2.797.830 $ | -37,5 % | 7.465.201 $ | -324.430 $ | -4,2 % | |||
| ForthRight Wealth Management, LLC | 7.397.772 $ | -44.954 $ | -0,6 % | 7.442.726 $ | +196.600 $ | +2,7 % | 7.246.126 $ | -463.133 $ | -6,0 % | |||
| Rochester Wealth Strategies, LLC | 6.826.732 $ | -516.976 $ | -7,0 % | 7.343.708 $ | +617.119 $ | +9,2 % | 6.726.589 $ | -259.878 $ | -3,7 % | |||
| MASTER'S WEALTH MANAGEMENT INC. | 7.331.952 $ | +742.552 $ | +11,3 % | 6.589.400 $ | +1.296.360 $ | +24,5 % | 5.293.040 $ | +1.188.952 $ | +29,0 % | 4.104.088 $ | ||
| Global Retirement Partners, LLC | 7.320.464 $ | +1.163.983 $ | +18,9 % | 6.156.481 $ | +4.670.832 $ | +314,4 % | ||||||
| Glassman Wealth Services | 4.580.208 $ | +6.200 $ | +0,1 % | 4.574.008 $ | -2.733.792 $ | -37,4 % | 7.307.800 $ | +2.614.527 $ | +55,7 % | |||
| EAGLE ROCK INVESTMENT COMPANY, LLC | 7.288.515 $ | +407.713 $ | +5,9 % | 6.880.802 $ | +335.932 $ | +5,1 % | 6.544.870 $ | +507.505 $ | +8,4 % | 6.037.365 $ | +136.015 $ | +2,3 % |
| HARBOUR INVESTMENTS, INC. | 7.264.000 $ | +628.753 $ | +9,5 % | 6.635.247 $ | +4.144.514 $ | +166,4 % | 2.490.733 $ | -142.891 $ | -5,4 % | |||
| ROBERTS GLORE & CO INC /IL/ | 6.792.186 $ | +51.448 $ | +0,8 % | 6.740.738 $ | -348.995 $ | -4,9 % | 7.089.733 $ | -363.887 $ | -4,9 % | |||
| MGO ONE SEVEN LLC | 7.077.204 $ | +802.180 $ | +12,8 % | 6.275.024 $ | +759.073 $ | +13,8 % | 5.515.951 $ | +1.827.484 $ | +49,5 % | |||
| Stembrook Asset Management, LLC | 6.924.402 $ | -99.412 $ | -1,4 % | 7.023.814 $ | -51.034 $ | -0,7 % | 7.074.848 $ | |||||
| ZEVIN ASSET MANAGEMENT LLC | 7.073.155 $ | +156.680 $ | +2,3 % | 6.916.475 $ | +500.452 $ | +7,8 % | 6.416.023 $ | |||||
| Janney Montgomery Scott LLC | 7.069.000 $ | +2.913.000 $ | +70,1 % | 4.156.000 $ | +1.435.000 $ | +52,7 % | 2.721.000 $ | +112.000 $ | +4,3 % | |||
| DRAVO BAY LLC | 7.063.446 $ | +580.989 $ | +9,0 % | 6.482.457 $ | +146.973 $ | +2,3 % | 6.335.484 $ | -834.898 $ | -11,6 % | |||
| Xena Financial Planning, LLC | 5.243.296 $ | -1.783.593 $ | -25,4 % | 7.026.889 $ | +219.381 $ | +3,2 % | 6.807.508 $ | -8.483 $ | -0,1 % | 6.815.991 $ | ||
| Visionary Wealth Advisors | 6.938.696 $ | +135.116 $ | +2,0 % | 6.803.580 $ | +896.064 $ | +15,2 % | 5.907.516 $ | +1.907.413 $ | +47,7 % | |||
| Trinity Financial Advisors LLC | 6.794.097 $ | -21.231 $ | -0,3 % | 6.815.328 $ | +191.259 $ | +2,9 % | 6.624.069 $ | -137.456 $ | -2,0 % | 6.761.525 $ | -1.725.600 $ | -20,3 % |
| Diversify Advisory Services, LLC | 6.811.697 $ | +1.612.432 $ | +31,0 % | 5.199.265 $ | +3.996.325 $ | +332,2 % | 1.202.940 $ | -5.930 $ | -0,5 % | |||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 6.811.697 $ | +1.612.432 $ | +31,0 % | 5.199.265 $ | +123.059 $ | +2,4 % | 5.076.206 $ | +1.671.277 $ | +49,1 % | 3.404.929 $ | +3.122.640 $ | +1.106,2 % |
| Dorsey & Whitney Trust CO LLC | 6.755.515 $ | +3.982.878 $ | +143,6 % | 2.772.637 $ | -859.961 $ | -23,7 % | 3.632.598 $ | +239.454 $ | +7,1 % | |||
| Goodman Advisory Group, LLC | 6.057.767 $ | -546.220 $ | -8,3 % | 6.603.987 $ | -121.797 $ | -1,8 % | 6.725.784 $ | -40.227 $ | -0,6 % | |||
| Orion Porfolio Solutions, LLC | 313.950 $ | -667.402 $ | -68,0 % | 981.352 $ | -5.731.840 $ | -85,4 % | 6.713.192 $ | +330.486 $ | +5,2 % | |||
| Financial Planning Navigators CORP | 3.629.493 $ | -2.974.315 $ | -45,0 % | 6.603.808 $ | +1.361.898 $ | +26,0 % | 5.241.910 $ | +970.601 $ | +22,7 % | 4.271.309 $ | ||
| McNamara Financial Services, Inc. | 6.512.023 $ | -80.042 $ | -1,2 % | 6.592.065 $ | +219.869 $ | +3,5 % | 6.372.196 $ | -524.095 $ | -7,6 % | |||
| STEPHENS INC /AR/ | 6.031.262 $ | -493.671 $ | -7,6 % | 6.524.933 $ | +283.183 $ | +4,5 % | 6.241.750 $ | +2.081.045 $ | +50,0 % | |||
| Odyssey Group, LLC | 6.478.750 $ | |||||||||||
| Ironwood Wealth Management, LLC. | 6.405.792 $ | |||||||||||
| Zhang Financial LLC | 6.405.088 $ | +4.490.648 $ | +234,6 % | 1.914.440 $ | +279.148 $ | +17,1 % | 1.635.292 $ | +1.042.557 $ | +175,9 % | |||
| Crusonia Wealth Advisors LLC | 6.364.758 $ | +613.873 $ | +10,7 % | 5.750.885 $ | +1.406.157 $ | +32,4 % | 4.344.728 $ | |||||
| Coastline Trust Co | 1.607.067 $ | -107.798 $ | -6,3 % | 1.714.865 $ | -487.629 $ | -22,1 % | 2.202.494 $ | -4.144.707 $ | -65,3 % | 6.347.201 $ | -352.816 $ | -5,3 % |
| Alaethes Wealth, LLC | 6.201.078 $ | -142.201 $ | -2,2 % | 6.343.279 $ | -629.970 $ | -9,0 % | ||||||
| BROWN WEALTH MANAGEMENT, LLC | 5.626.938 $ | -52.966 $ | -0,9 % | 5.679.904 $ | -649.498 $ | -10,3 % | 6.329.402 $ | +23.777 $ | +0,4 % | 6.305.625 $ | +270.392 $ | +4,5 % |
| IFP Advisors, Inc | 5.881.165 $ | -392.879 $ | -6,3 % | 6.274.044 $ | +250.226 $ | +4,2 % | 6.023.818 $ | +290.356 $ | +5,1 % | 5.733.462 $ | +884.433 $ | +18,2 % |
| CALIBER WEALTH MANAGEMENT, LLC / KS | 5.276.561 $ | -485.235 $ | -8,4 % | 5.761.796 $ | -496.939 $ | -7,9 % | 6.258.735 $ | -107.754 $ | -1,7 % | |||
| High Falls Advisors, Inc | 6.248.095 $ | -399.814 $ | -6,0 % | |||||||||
| Kings Path Partners LLC | 5.832.992 $ | -403.078 $ | -6,5 % | 6.236.070 $ | +4.479.811 $ | +255,1 % | 1.756.259 $ | +16.359 $ | +0,9 % | 1.739.900 $ | +142.038 $ | +8,9 % |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 6.166.427 $ | +200.001 $ | +3,4 % | 5.966.426 $ | +348.099 $ | +6,2 % | 5.618.327 $ | +534.678 $ | +10,5 % | 5.083.649 $ | +89.867 $ | +1,8 % |
| Dickmeyer Boyce Financial Management, Inc. | 4.936.811 $ | -1.211.922 $ | -19,7 % | 6.148.733 $ | +812.074 $ | +15,2 % | 5.336.659 $ | |||||
| Ascent Group, LLC | 5.805.926 $ | +260.752 $ | +4,7 % | 5.545.174 $ | -539.514 $ | -8,9 % | 6.084.688 $ | -163.147 $ | -2,6 % | |||
| Buttonwood Financial Group, LLC | 6.065.814 $ | |||||||||||
| Vannoy Advisory Group, Inc. | 6.042.514 $ | +674.874 $ | +12,6 % | 5.367.640 $ | +130.968 $ | +2,5 % | 5.236.672 $ | +410.000 $ | +8,5 % | |||
| Douglass Winthrop Advisors, LLC | 6.017.098 $ | |||||||||||
| Leonard Rickey Investment Advisors P.L.L.C. | 5.446.276 $ | -565.553 $ | -9,4 % | 6.011.829 $ | +77.672 $ | +1,3 % | 5.934.157 $ | +101.515 $ | +1,7 % | |||
| Stonebridge Capital Advisors LLC | 5.861.969 $ | +129.586 $ | +2,3 % | 5.732.383 $ | -260.004 $ | -4,3 % | 5.992.387 $ | +219.858 $ | +3,8 % | |||
| Detalus Advisors, LLC | 5.866.957 $ | +3.005.393 $ | +105,0 % | 2.861.564 $ | +435.513 $ | +18,0 % | 2.426.051 $ | -33.231 $ | -1,4 % | 2.459.282 $ | -96.691 $ | -3,8 % |
| Pure Financial Advisors, LLC | 5.866.334 $ | +310.020 $ | +5,6 % | 5.556.314 $ | +2.544.883 $ | +84,5 % | 3.011.431 $ | +598.042 $ | +24,8 % | |||
| STAGE HARBOR FINANCIAL, LLC | 5.714.073 $ | -16.392 $ | -0,3 % | 5.730.465 $ | -75.717 $ | -1,3 % | 5.806.182 $ | +25.400 $ | +0,4 % | |||
| Asset Management Group, Inc. | 5.780.326 $ | +473.821 $ | +8,9 % | 5.306.505 $ | +4.629.191 $ | +683,5 % | 677.314 $ | |||||
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 5.290.799 $ | -446.010 $ | -7,8 % | 5.736.809 $ | +67.334 $ | +1,2 % | 5.669.475 $ | -68.790 $ | -1,2 % | 5.738.265 $ | -8.144 $ | -0,1 % |
| K2 Financial Inc. | 5.690.905 $ | +360.353 $ | +6,8 % | 5.330.552 $ | +169.188 $ | +3,3 % | 5.161.364 $ | -41.696 $ | -0,8 % | |||
| Capital Analysts, LLC | 5.501.000 $ | -162.000 $ | -2,9 % | 5.663.000 $ | +1.840.000 $ | +48,1 % | 3.823.000 $ | +427.000 $ | +12,6 % | |||
| Retirement Investment Advisors, Inc. | 5.171.807 $ | -183.959 $ | -3,4 % | 5.355.766 $ | -254.184 $ | -4,5 % | 5.609.950 $ | +0 $ | +0,0 % | 5.609.950 $ | +733.432 $ | +15,0 % |
| CONSILIO WEALTH ADVISORS, LLC | 5.587.892 $ | +4.841.315 $ | +648,5 % | 746.577 $ | +222.313 $ | +42,4 % | 524.264 $ | |||||
| Privatperson | 5.581.967 $ | +473.034 $ | +9,3 % | 5.108.933 $ | ||||||||
| CENTAURUS FINANCIAL, INC. | 5.575.000 $ | +4.001.000 $ | +254,2 % | 1.574.000 $ | +1.457.000 $ | +1.245,3 % | ||||||
| Bowman & Co S.C. | 5.571.938 $ | -37.529 $ | -0,7 % | |||||||||
| Cascade Financial Partners, LLC | 5.473.161 $ | +64.686 $ | +1,2 % | 5.408.475 $ | -134.539 $ | -2,4 % | 5.543.014 $ | +18.340 $ | +0,3 % | |||
| Jefferies Financial Group Inc. | 5.513.220 $ | |||||||||||
| DAVENPORT & Co LLC | 4.074.948 $ | -1.426.745 $ | -25,9 % | 5.501.693 $ | +407.870 $ | +8,0 % | 5.093.823 $ | +580.817 $ | +12,9 % | 4.513.006 $ | -136.981 $ | -2,9 % |
| Stokes Family Office, LLC | 2.735.417 $ | -796.403 $ | -22,5 % | 3.531.820 $ | -1.943.043 $ | -35,5 % | 5.474.863 $ | -22.031 $ | -0,4 % | |||
| Sargent Investment Group, LLC | 4.170.979 $ | -618.361 $ | -12,9 % | 4.789.340 $ | -670.796 $ | -12,3 % | 5.460.136 $ | +430.204 $ | +8,6 % | |||
| Argent Trust Co | 5.444.229 $ | +3.554.845 $ | +188,1 % | 1.889.384 $ | +995.329 $ | +111,3 % | 894.055 $ | -20.774 $ | -2,3 % | |||
| IHT Wealth Management, LLC | 5.427.874 $ | +2.568.630 $ | +89,8 % | 2.859.244 $ | -16.596 $ | -0,6 % | 2.875.840 $ | +370.258 $ | +14,8 % | |||
| Capital Asset Advisory Services LLC | 5.412.202 $ | +852.169 $ | +18,7 % | 4.560.033 $ | +785.587 $ | +20,8 % | 3.774.446 $ | +429.520 $ | +12,8 % | |||
| Legacy Wealth Partners, LLC | 4.763.753 $ | -623.017 $ | -11,6 % | 5.386.770 $ | +197.961 $ | +3,8 % | 5.188.809 $ | -101.397 $ | -1,9 % | 5.290.206 $ | ||
| Elser Financial Planning, Inc | 4.197.928 $ | -1.176.450 $ | -21,9 % | 5.374.378 $ | +896.155 $ | +20,0 % | 4.478.223 $ | +912.209 $ | +25,6 % | 3.566.014 $ | +274.372 $ | +8,3 % |
| VERUS WEALTH MANAGEMENT, LLC | 4.548.218 $ | -660.510 $ | -12,7 % | 5.208.728 $ | +541.269 $ | +11,6 % | 4.667.459 $ | -699.490 $ | -13,0 % | 5.366.949 $ | +694.166 $ | +14,9 % |
| Envision Financial LLC | 4.903.156 $ | -388.415 $ | -7,3 % | 5.291.571 $ | -74.776 $ | -1,4 % | 5.366.347 $ | +36.313 $ | +0,7 % | 5.330.034 $ | +592.150 $ | +12,5 % |
| NWAM LLC | 4.656.199 $ | -574.824 $ | -11,0 % | 5.231.023 $ | -99.942 $ | -1,9 % | 5.330.965 $ | -427.642 $ | -7,4 % | |||
| KING LUTHER CAPITAL MANAGEMENT CORP | 4.997.557 $ | +65.681 $ | +1,3 % | 4.931.876 $ | -397.959 $ | -7,5 % | 5.329.835 $ | -142.415 $ | -2,6 % | |||
| NewCorp Financial Services, Inc. | 5.106.009 $ | -214.711 $ | -4,0 % | 5.320.720 $ | +51.033 $ | +1,0 % | 5.269.687 $ | +288.828 $ | +5,8 % | 4.980.859 $ | ||
| WealthCollab, LLC | 5.302.504 $ | +505.081 $ | +10,5 % | 4.797.423 $ | -17.242 $ | -0,4 % | 4.814.665 $ | +314.523 $ | +7,0 % | |||
| Tilson Financial Group, Inc. | 5.066.407 $ | -73.979 $ | -1,4 % | 5.140.386 $ | -141.248 $ | -2,7 % | 5.281.634 $ | -2.255.553 $ | -29,9 % | |||
| First Affirmative Financial Network | 5.272.804 $ | +736.737 $ | +16,2 % | 4.536.067 $ | +4.076.621 $ | +887,3 % | ||||||
| CERTIOR FINANCIAL GROUP, LLC | 4.851.225 $ | -409.015 $ | -7,8 % | 5.260.240 $ | +330.837 $ | +6,7 % | 4.929.403 $ | +2.592.097 $ | +110,9 % | 2.337.306 $ | +195.720 $ | +9,1 % |
| LifePlan Investment Advisors, Inc. | 4.669.255 $ | -583.634 $ | -11,1 % | 5.252.889 $ | +628.991 $ | +13,6 % | 4.623.898 $ | +75.425 $ | +1,7 % | |||
| ELEMENT POINTE ADVISORS, LLC | 5.213.673 $ | +205.494 $ | +4,1 % | 5.008.179 $ | +436.908 $ | +9,6 % | 4.571.271 $ | -97.250 $ | -2,1 % | 4.668.521 $ | +351.285 $ | +8,1 % |
| Bear Mountain Capital, Inc. | 4.655.735 $ | -243.577 $ | -5,0 % | 4.899.312 $ | -290.626 $ | -5,6 % | 5.189.938 $ | +4.189.659 $ | +418,8 % | |||
| EverSource Wealth Advisors, LLC | 5.048.163 $ | +208.016 $ | +4,3 % | 4.840.147 $ | -273.727 $ | -5,4 % | 5.113.874 $ | +553.719 $ | +12,1 % | |||
| Shade Tree Advisors LLC | 4.774.051 $ | -232.343 $ | -4,6 % | 5.006.394 $ | +80.518 $ | +1,6 % | 4.925.876 $ | -185.006 $ | -3,6 % | 5.110.882 $ | +288.494 $ | +6,0 % |
| PINNACLE ASSOCIATES LTD | 4.013.330 $ | -771.992 $ | -16,1 % | 4.785.322 $ | -301.973 $ | -5,9 % | 5.087.295 $ | +138.828 $ | +2,8 % | 4.948.467 $ | -523.343 $ | -9,6 % |
| BNP PARIBAS FINANCIAL MARKETS | 353.352 $ | -4.726.198 $ | -93,0 % | 5.079.550 $ | +5.078.494 $ | +480.918,0 % | 1.056 $ | -659.868 $ | -99,8 % | |||
| Invst, LLC | 4.015.040 $ | +233.129 $ | +6,2 % | 3.781.911 $ | -1.292.396 $ | -25,5 % | 5.074.307 $ | +273.099 $ | +5,7 % | |||
| Diversified Enterprises, LLC | 5.052.489 $ | +316.165 $ | +6,7 % | 4.736.324 $ | +301.902 $ | +6,8 % | 4.434.422 $ | -19.949 $ | -0,4 % | 4.454.371 $ | +551.387 $ | +14,1 % |
| BTG Pactual Asset Management US LLC | 5.040.904 $ | +538.082 $ | +11,9 % | 4.502.822 $ | -133.553 $ | -2,9 % | 4.636.375 $ | +777.420 $ | +20,1 % | |||
| Laird Norton Wetherby Trust Company, LLC | 5.026.691 $ | +1.681.217 $ | +50,3 % | 3.345.474 $ | -233.313 $ | -6,5 % | 3.578.787 $ | +1.978.850 $ | +123,7 % | |||
| McAdam, LLC | 4.292.482 $ | -713.446 $ | -14,3 % | 5.005.928 $ | +1.157.917 $ | +30,1 % | 3.848.011 $ | -150.467 $ | -3,8 % | 3.998.478 $ | +97.791 $ | +2,5 % |
| GRAND WEALTH MANAGEMENT, LLC | 5.004.436 $ | +838.970 $ | +20,1 % | 4.165.466 $ | -160.228 $ | -3,7 % | 4.325.694 $ | +205.334 $ | +5,0 % | |||
| Simplicity Wealth,LLC | 4.979.809 $ | +1.235.608 $ | +33,0 % | 3.744.201 $ | +767.128 $ | +25,8 % | 2.977.073 $ | +322.453 $ | +12,1 % | |||
| Pinnacle Wealth Management Advisory Group, LLC | 4.684.580 $ | -276.720 $ | -5,6 % | 4.961.300 $ | +53.358 $ | +1,1 % | 4.907.942 $ | -483.915 $ | -9,0 % | |||
| RCS Financial Planning, LLC | 2.589.888 $ | -2.214.127 $ | -46,1 % | 4.804.015 $ | +112.341 $ | +2,4 % | 4.691.674 $ | -251.751 $ | -5,1 % | 4.943.425 $ | +84.063 $ | +1,7 % |
| RiverGlades Family Offices LLC | 4.919.349 $ | +1.902.784 $ | +63,1 % | 3.016.565 $ | +272.308 $ | +9,9 % | ||||||
| Modern Wealth Management, LLC | 4.911.265 $ | +920.820 $ | +23,1 % | 3.990.445 $ | +393.231 $ | +10,9 % | 3.597.214 $ | +263.833 $ | +7,9 % | |||
| JNBA Financial Advisors | 4.667.169 $ | +127.478 $ | +2,8 % | 4.539.691 $ | -367.055 $ | -7,5 % | 4.906.746 $ | -976.229 $ | -16,6 % | |||
| BCGM Wealth Management, LLC | 4.866.613 $ | +302.219 $ | +6,6 % | 4.564.394 $ | +526.420 $ | +13,0 % | 4.037.974 $ | +31.918 $ | +0,8 % | |||
| Mason & Associates, LLC | 4.865.387 $ | +538.824 $ | +12,5 % | 4.326.563 $ | +552.484 $ | +14,6 % | 3.774.079 $ | +269.419 $ | +7,7 % | 3.504.660 $ | -206.176 $ | -5,6 % |
| TBH Global Asset Management, LLC | 4.858.928 $ | +70.374 $ | +1,5 % | 4.788.554 $ | +174.788 $ | +3,8 % | 4.613.766 $ | +144.657 $ | +3,2 % | |||
| High Probability Advisors, LLC | 4.582.141 $ | -267.359 $ | -5,5 % | 4.849.500 $ | +1.244.895 $ | +34,5 % | 3.604.605 $ | -302.568 $ | -7,7 % | 3.907.173 $ | -8.042 $ | -0,2 % |
| DAYMARK WEALTH PARTNERS, LLC | 4.808.344 $ | +2.029.227 $ | +73,0 % | 2.779.117 $ | +499.218 $ | +21,9 % | 2.279.899 $ | +740.565 $ | +48,1 % | |||
| Asio Capital, LLC | 2.882.554 $ | -1.691.361 $ | -37,0 % | 4.573.915 $ | -211.430 $ | -4,4 % | 4.785.345 $ | -418.430 $ | -8,0 % | |||
| Advisory Services Network, LLC | 4.758.404 $ | -14.466 $ | -0,3 % | 4.772.870 $ | +443.304 $ | +10,2 % | 4.329.566 $ | +684.651 $ | +18,8 % | |||
| Baker Avenue Asset Management, LP | 4.763.208 $ | +229.830 $ | +5,1 % | 4.533.378 $ | +194.333 $ | +4,5 % | 4.339.045 $ | +202.088 $ | +4,9 % | |||
| Equita Financial Network, Inc. | 3.177.403 $ | -1.570.093 $ | -33,1 % | 4.747.496 $ | +203.175 $ | +4,5 % | 4.544.321 $ | +799.145 $ | +21,3 % | 3.745.176 $ | +631.470 $ | +20,3 % |
| Spire Wealth Management | 4.742.798 $ | +231.104 $ | +5,1 % | 4.511.694 $ | +727.028 $ | +19,2 % | 3.784.666 $ | +1.451.296 $ | +62,2 % | |||
| TPG Financial Advisors, LLC | 4.670.608 $ | +63.716 $ | +1,4 % | 4.606.892 $ | +1.377.419 $ | +42,7 % | 3.229.473 $ | +14.128 $ | +0,4 % | |||
| Values Added Financial LLC | 4.617.347 $ | +91.576 $ | +2,0 % | 4.525.771 $ | +1.225.188 $ | +37,1 % | 3.300.583 $ | -40.488 $ | -1,2 % | |||
| MISSION WEALTH MANAGEMENT, LP | 4.592.358 $ | +3.244.748 $ | +240,8 % | 1.347.610 $ | +470.444 $ | +53,6 % | 877.166 $ | -36.554 $ | -4,0 % | 913.720 $ | -396.112 $ | -30,2 % |
| Focus Advisor Solutions, LLC | 4.591.509 $ | +312.857 $ | +7,3 % | 4.278.652 $ | +2.308.742 $ | +117,2 % | 1.969.910 $ | -4.276.626 $ | -68,5 % | |||
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 4.582.552 $ | +1.342.238 $ | +41,4 % | 3.240.314 $ | -21.414 $ | -0,7 % | 3.261.728 $ | +67.763 $ | +2,1 % | |||
| LPWM LLC | 4.576.018 $ | +764.815 $ | +20,1 % | 3.811.203 $ | +544.256 $ | +16,7 % | 3.266.947 $ | -98.309 $ | -2,9 % | 3.365.256 $ | +109.354 $ | +3,4 % |
| Elmwood Wealth Management, Inc. | 4.534.863 $ | +1.053.340 $ | +30,3 % | 3.481.523 $ | +134.303 $ | +4,0 % | 3.347.220 $ | +59.259 $ | +1,8 % | 3.287.961 $ | +99.002 $ | +3,1 % |
| TD Capital Management LLC | 3.931.907 $ | -491.057 $ | -11,1 % | 4.422.964 $ | -100.444 $ | -2,2 % | 4.523.408 $ | +1.767 $ | +0,0 % | |||
| Legacy PCG, LLC | 4.512.823 $ | -58.017 $ | -1,3 % | |||||||||
| WEALTH ALLIANCE, LLC | 4.494.463 $ | +756.741 $ | +20,2 % | 3.737.722 $ | +52.698 $ | +1,4 % | 3.685.024 $ | +31.854 $ | +0,9 % | |||
| EXENCIAL WEALTH ADVISORS, LLC | 4.493.842 $ | +101.111 $ | +2,3 % | 4.392.731 $ | -369.443 $ | -7,8 % | ||||||
| VICUS CAPITAL | 4.485.553 $ | +359.823 $ | +8,7 % | 4.125.730 $ | +17.473 $ | +0,4 % | 4.108.257 $ | +28.106 $ | +0,7 % | |||
| World Investment Advisors | 4.423.692 $ | -9.613 $ | -0,2 % | 4.433.305 $ | +339.662 $ | +8,3 % | 4.093.643 $ | +847.153 $ | +26,1 % | |||
| OLIO Financial Planning | 4.228.655 $ | -96.709 $ | -2,2 % | 4.325.364 $ | -101.084 $ | -2,3 % | 4.426.448 $ | +144.632 $ | +3,4 % | 4.281.816 $ | +145.805 $ | +3,5 % |
| UMB Bank, n.a. | 3.208.390 $ | -529.818 $ | -14,2 % | 3.738.208 $ | -687.865 $ | -15,5 % | 4.426.073 $ | -1.436.223 $ | -24,5 % | |||
| Plancorp, LLC | 4.402.285 $ | |||||||||||
| WATERSHED PRIVATE WEALTH LLC | 4.347.372 $ | +212.745 $ | +5,1 % | 4.134.627 $ | -251.623 $ | -5,7 % | 4.386.250 $ | +38.188 $ | +0,9 % | |||
| Meridian Wealth Management, LLC | 4.353.268 $ | +29.318 $ | +0,7 % | 4.323.950 $ | +65.000 $ | +1,5 % | 4.258.950 $ | +241.472 $ | +6,0 % | |||
| Amicus Financial Advisors, LLC | 4.351.094 $ | +3.157.975 $ | +264,7 % | 1.193.119 $ | +39.517 $ | +3,4 % | 1.153.602 $ | |||||
| FIRST AMERICAN TRUST, FSB | 4.175.076 $ | -165.356 $ | -3,8 % | 4.340.432 $ | +134.431 $ | +3,2 % | 4.206.001 $ | +267.143 $ | +6,8 % | |||
| Aspire Private Capital, LLC | 3.545.265 $ | -623.888 $ | -15,0 % | 4.169.153 $ | -157.431 $ | -3,6 % | 4.326.584 $ | -7.808.606 $ | -64,3 % | |||
| RFG Advisory, LLC | 3.862.272 $ | -439.817 $ | -10,2 % | 4.302.089 $ | +1.388.837 $ | +47,7 % | 2.913.252 $ | -844.473 $ | -22,5 % | |||
| Liberty Capital Management, Inc. | 4.298.946 $ | +2.018.496 $ | +88,5 % | 2.280.450 $ | +289.016 $ | +14,5 % | ||||||
| RAINEY & RANDALL WEALTH ADVISORS INC. | 4.295.937 $ | +1.959.760 $ | +83,9 % | 2.336.177 $ | +673.147 $ | +40,5 % | 1.663.030 $ | +764.111 $ | +85,0 % | |||
| Allodium Investment Consultants, LLC | 3.901.347 $ | -331.394 $ | -7,8 % | 4.232.741 $ | -60.941 $ | -1,4 % | 4.293.682 $ | +346.305 $ | +8,8 % | 3.947.377 $ | +211.881 $ | +5,7 % |
| SigFig Wealth Management, LLC | 4.279.268 $ | +225.270 $ | +5,6 % | 4.053.998 $ | +637.947 $ | +18,7 % | 3.416.051 $ | +629.718 $ | +22,6 % | 2.786.333 $ | +372.472 $ | +15,4 % |
| UNIVEST FINANCIAL Corp | 3.818.869 $ | +384.475 $ | +11,2 % | 3.434.394 $ | -844.128 $ | -19,7 % | 4.278.522 $ | +928.360 $ | +27,7 % | |||
| Main Street Financial Solutions, LLC | 4.264.766 $ | +777.929 $ | +22,3 % | 3.486.837 $ | +584.841 $ | +20,2 % | 2.901.996 $ | +311.400 $ | +12,0 % | |||
| Wrenne Financial Planning LLC | 4.124.101 $ | -125.605 $ | -3,0 % | 4.249.706 $ | -399.294 $ | -8,6 % | ||||||
| FLAGSHIP WEALTH ADVISORS, LLC | 4.246.614 $ | |||||||||||
| Insight Wealth Strategies, LLC | 4.116.212 $ | -130.208 $ | -3,1 % | 4.246.420 $ | +335.087 $ | +8,6 % | 3.911.333 $ | +301.944 $ | +8,4 % | 3.609.389 $ | -4.620 $ | -0,1 % |
| First Heartland Consultants, Inc. | 4.226.606 $ | +286.222 $ | +7,3 % | 3.940.384 $ | +2.026.204 $ | +105,9 % | 1.914.180 $ | +1.092.643 $ | +133,0 % | 821.537 $ | +14.659 $ | +1,8 % |
| FourThought Financial Partners, LLC | 4.214.900 $ | +556.459 $ | +15,2 % | 3.658.441 $ | +374.875 $ | +11,4 % | 3.283.566 $ | +75.895 $ | +2,4 % | |||
| American Investment Services, Inc. | 4.157.373 $ | +82.707 $ | +2,0 % | 4.074.666 $ | -86.379 $ | -2,1 % | 4.161.045 $ | +319.574 $ | +8,3 % | |||
| Kelman-Lazarov, Inc. | 4.042.960 $ | -114.796 $ | -2,8 % | 4.157.756 $ | +121.820 $ | +3,0 % | 4.035.936 $ | +91.718 $ | +2,3 % | |||
| Savvy Advisors, Inc. | 4.116.905 $ | +119.575 $ | +3,0 % | 3.997.330 $ | +651.941 $ | +19,5 % | 3.345.389 $ | -53.130 $ | -1,6 % | |||
| BLAIR WILLIAM & CO/IL | 3.695.725 $ | +1.751 $ | +0,0 % | 3.693.974 $ | -412.530 $ | -10,0 % | 4.106.504 $ | +244.600 $ | +6,3 % | |||
| L.K. Benson & Company, P.C. | 4.099.104 $ | +309.903 $ | +8,2 % | 3.789.201 $ | -143.525 $ | -3,6 % | 3.932.726 $ | +294.015 $ | +8,1 % | |||
| CHRISTINE MESSMER PC | 4.093.198 $ | +758.763 $ | +22,8 % | 3.334.435 $ | -98.836 $ | -2,9 % | 3.433.271 $ | |||||
| FINANCIAL LIFE ADVISORS | 3.574.354 $ | -420.910 $ | -10,5 % | 3.995.264 $ | -96.564 $ | -2,4 % | 4.091.828 $ | +81.050 $ | +2,0 % | 4.010.778 $ | +35.020 $ | +0,9 % |
| Hassell Wealth Management, LLC | 749.012 $ | -3.285.369 $ | -81,4 % | 4.034.381 $ | -53.154 $ | -1,3 % | 4.087.535 $ | +298.475 $ | +7,9 % | |||
| Engineers Gate Manager LP | 4.071.074 $ | |||||||||||
| Cresset Asset Management, LLC | 4.066.368 $ | +610.072 $ | +17,7 % | 3.456.296 $ | +675.236 $ | +24,3 % | 2.781.060 $ | +150.288 $ | +5,7 % | |||
| BESSEMER GROUP INC | 2.640.000 $ | -1.207.000 $ | -31,4 % | 3.847.000 $ | -214.000 $ | -5,3 % | 4.061.000 $ | +382.000 $ | +10,4 % | |||
| Compass Advisory Group LLC | 4.053.884 $ | +116.949 $ | +3,0 % | 3.936.935 $ | -123.101 $ | -3,0 % | 4.060.036 $ | +161.182 $ | +4,1 % | |||
| Eaton Financial Holdings Company, LLC | 3.354.406 $ | -273.116 $ | -7,5 % | 3.627.522 $ | -429.236 $ | -10,6 % | 4.056.758 $ | -73.092 $ | -1,8 % | |||
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 2.888.776 $ | -1.138.844 $ | -28,3 % | 4.027.620 $ | +44.652 $ | +1,1 % | 3.982.968 $ | +890.545 $ | +28,8 % | |||
| Financial Guidance Group, Inc. | 3.620.850 $ | -400.444 $ | -10,0 % | 4.021.294 $ | +257.307 $ | +6,8 % | 3.763.987 $ | -37.907 $ | -1,0 % | 3.801.894 $ | -73.022 $ | -1,9 % |
| Kingsview Wealth Management, LLC | 4.010.545 $ | +636.273 $ | +18,9 % | 3.374.272 $ | +321.174 $ | +10,5 % | 3.053.098 $ | -661.640 $ | -17,8 % | |||
| Vestmark Advisory Solutions, Inc. | 4.006.576 $ | +1.899.329 $ | +90,1 % | 2.107.247 $ | -280.558 $ | -11,7 % | 2.387.805 $ | +788.538 $ | +49,3 % | |||
| Sterling Financial Planning, Inc. | 3.994.651 $ | +131.214 $ | +3,4 % | 3.863.437 $ | +137.108 $ | +3,7 % | 3.726.329 $ | +490.623 $ | +15,2 % | |||
| TAGStone Capital, Inc. | 3.076.649 $ | -297.447 $ | -8,8 % | 3.374.096 $ | -620.139 $ | -15,5 % | 3.994.235 $ | -583.269 $ | -12,7 % | |||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 3.689.324 $ | -301.115 $ | -7,5 % | 3.990.439 $ | +530.029 $ | +15,3 % | 3.460.410 $ | +155.678 $ | +4,7 % | |||
| Traction Financial Partners, LLC | 3.349.913 $ | -215.825 $ | -6,1 % | 3.565.738 $ | -420.499 $ | -10,5 % | 3.986.237 $ | +61.800 $ | +1,6 % | |||
| Capital Investment Services of America, Inc. | 3.567.155 $ | -61.095 $ | -1,7 % | 3.628.250 $ | -330.830 $ | -8,4 % | 3.959.080 $ | -793.815 $ | -16,7 % | |||
| Fiduciary Wealth Partners, LLC | 1.186.202 $ | +145.995 $ | +14,0 % | 1.040.207 $ | -2.911.984 $ | -73,7 % | 3.952.191 $ | +1.299.082 $ | +49,0 % | |||
| PURE PORTFOLIOS HOLDINGS LLC | 3.936.391 $ | +514.181 $ | +15,0 % | |||||||||
| PENNEY FINANCIAL, LLC | 2.427.537 $ | -1.467.176 $ | -37,7 % | 3.894.713 $ | +216.905 $ | +5,9 % | 3.677.808 $ | +781.909 $ | +27,0 % | |||
| BURNEY CO/ | 2.152.356 $ | -1.741.495 $ | -44,7 % | 3.893.851 $ | +254.675 $ | +7,0 % | 3.639.176 $ | +596.028 $ | +19,6 % | 3.043.148 $ | +144.445 $ | +5,0 % |
| STEPH & CO | 3.870.543 $ | +836.097 $ | +27,6 % | 3.034.446 $ | +65.991 $ | +2,2 % | 2.968.455 $ | -454.282 $ | -13,3 % | 3.422.737 $ | -4.855 $ | -0,1 % |
| Atria Investments, Inc | 2.804.273 $ | -72.541 $ | -2,5 % | 2.876.814 $ | +374.755 $ | +15,0 % | 2.502.059 $ | -1.316.387 $ | -34,5 % | 3.818.446 $ | +54.794 $ | +1,5 % |
| Valeo Financial Advisors, LLC | 3.620.404 $ | -11.135 $ | -0,3 % | 3.631.539 $ | -182.269 $ | -4,8 % | 3.813.808 $ | +225.040 $ | +6,3 % | 3.588.768 $ | +1.521.211 $ | +73,6 % |
| ENCOMPASS WEALTH ADVISORS, LLC | 3.809.638 $ | +2.554.242 $ | +203,5 % | 1.255.396 $ | +17.126 $ | +1,4 % | 1.238.270 $ | +40.362 $ | +3,4 % | 1.197.908 $ | +95.367 $ | +8,6 % |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3.798.617 $ | +495.957 $ | +15,0 % | 3.302.660 $ | +169.751 $ | +5,4 % | 3.132.909 $ | +1.871.195 $ | +148,3 % | |||
| BAILARD, INC. | 2.636.815 $ | -1.122.847 $ | -29,9 % | 3.759.662 $ | +673.666 $ | +21,8 % | 3.085.996 $ | -299.778 $ | -8,9 % | 3.385.774 $ | +909.812 $ | +36,7 % |
| TRB Wealth Management, LLC | 3.725.678 $ | +535.790 $ | +16,8 % | 3.189.888 $ | ||||||||
| United Advisor Group, LLC | 3.710.296 $ | +1.079.896 $ | +41,1 % | 2.630.400 $ | +518.522 $ | +24,6 % | 2.111.878 $ | +79.236 $ | +3,9 % | |||
| MONEYWISE, INC. | 2.883.222 $ | -304.859 $ | -9,6 % | 3.188.081 $ | -504.770 $ | -13,7 % | 3.692.851 $ | -876.358 $ | -19,2 % | |||
| Chicago Partners Investment Group LLC | 2.440.325 $ | -1.238.094 $ | -33,7 % | 3.678.419 $ | +316.405 $ | +9,4 % | 3.362.014 $ | +195.725 $ | +6,2 % | |||
| Per Stirling Capital Management, LLC. | 1.354.129 $ | +47.170 $ | +3,6 % | 1.306.959 $ | -2.364.882 $ | -64,4 % | 3.671.841 $ | -391.608 $ | -9,6 % | |||
| Brewster Financial Planning LLC | 3.650.936 $ | +54.495 $ | +1,5 % | 3.596.441 $ | +492.784 $ | +15,9 % | 3.103.657 $ | +292.848 $ | +10,4 % | 2.810.809 $ | +342.858 $ | +13,9 % |
| Sellwood Investment Partners LLC | 3.627.598 $ | +299.087 $ | +9,0 % | 3.328.511 $ | -6.420 $ | -0,2 % | 3.334.931 $ | +426.565 $ | +14,7 % | |||
| Midwest Trust Co | 3.623.372 $ | +1.332.604 $ | +58,2 % | 2.290.768 $ | -54.212 $ | -2,3 % | 2.344.980 $ | +87.261 $ | +3,9 % | 2.257.719 $ | +749.761 $ | +49,7 % |
| FULTON BANK, N.A. | 3.160.332 $ | -443.138 $ | -12,3 % | 3.603.470 $ | +43.869 $ | +1,2 % | 3.559.601 $ | +420.902 $ | +13,4 % | 3.138.699 $ | +146.266 $ | +4,9 % |
| William Mack & Associates, Inc. | 3.552.841 $ | +170.499 $ | +5,0 % | 3.382.342 $ | -91.741 $ | -2,6 % | 3.474.083 $ | +114.837 $ | +3,4 % | |||
| CONQUIS FINANCIAL LLC | 3.527.904 $ | +535.765 $ | +17,9 % | 2.992.139 $ | +148.038 $ | +5,2 % | 2.844.101 $ | +826.881 $ | +41,0 % | |||
| Fisher Asset Management, LLC | 2.976.960 $ | -542.566 $ | -15,4 % | 3.519.526 $ | +736.080 $ | +26,4 % | 2.783.446 $ | -831.773 $ | -23,0 % | |||
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 3.500.169 $ | +230.895 $ | +7,1 % | 3.269.274 $ | -48.138 $ | -1,5 % | 3.317.412 $ | -97.895 $ | -2,9 % | |||
| Midwestern Financial, LLC /IA | 3.498.778 $ | +752.438 $ | +27,4 % | 2.746.340 $ | +497.374 $ | +22,1 % | 2.248.966 $ | +324.787 $ | +16,9 % | |||
| Dakota Wealth Management | 2.575.702 $ | -916.536 $ | -26,2 % | 3.492.238 $ | +20.792 $ | +0,6 % | 3.471.446 $ | +3.031.769 $ | +689,5 % | |||
| Csenge Advisory Group | 3.491.770 $ | +494.912 $ | +16,5 % | 2.996.858 $ | +250.005 $ | +9,1 % | 2.746.853 $ | -25.566 $ | -0,9 % | |||
| Rockbridge Investment Management, LCC | 3.474.290 $ | +51.237 $ | +1,5 % | 3.423.053 $ | -26.087 $ | -0,8 % | 3.449.140 $ | +27.957 $ | +0,8 % | |||
| Bluespring Wealth Management, LLC | 3.456.030 $ | |||||||||||
| McNaughton Wealth Management, LLC | 2.921.914 $ | -509.218 $ | -14,8 % | 3.431.132 $ | +453.816 $ | +15,2 % | 2.977.316 $ | -19.874 $ | -0,7 % | 2.997.190 $ | -202.628 $ | -6,3 % |
| Opes Wealth Management LLC | 3.415.320 $ | +345.266 $ | +11,2 % | 3.070.054 $ | +78.522 $ | +2,6 % | ||||||
| Manhattan West Asset Management, LLC | 3.394.120 $ | +2.668.320 $ | +367,6 % | 725.800 $ | ||||||||
| Shared Vision Wealth Group LLC | 3.385.924 $ | +222.783 $ | +7,0 % | 3.163.141 $ | -47.894 $ | -1,5 % | 3.211.035 $ | -98.205 $ | -3,0 % | |||
| Rede Wealth, LLC | 3.021.331 $ | -194.191 $ | -6,0 % | 3.215.522 $ | -123.516 $ | -3,7 % | 3.339.038 $ | -46.384 $ | -1,4 % | 3.385.422 $ | ||
| Tortoise Investment Management, LLC | 3.315.418 $ | -6.208 $ | -0,2 % | 3.321.626 $ | -46.748 $ | -1,4 % | 3.368.374 $ | +4.221 $ | +0,1 % | |||
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 3.359.804 $ | +125.799 $ | +3,9 % | 3.234.005 $ | +98.315 $ | +3,1 % | 3.135.690 $ | +125.179 $ | +4,2 % | |||
| Joel Isaacson & Co., LLC | 3.357.906 $ | +43.415 $ | +1,3 % | 3.314.491 $ | -28.593 $ | -0,9 % | 3.343.084 $ | +311.754 $ | +10,3 % | |||
| MOTIVE WEALTH ADVISORS | 3.349.812 $ | +15.164 $ | +0,5 % | 3.334.648 $ | +37.937 $ | +1,2 % | 3.296.711 $ | +30.344 $ | +0,9 % | |||
| Cornerstone Wealth Management, LLC | 3.337.108 $ | -8.820 $ | -0,3 % | 3.345.928 $ | +28.808 $ | +0,9 % | 3.317.120 $ | -85.065 $ | -2,5 % | |||
| Eaton-Cambridge Inc. | 3.345.564 $ | +236.868 $ | +7,6 % | 3.108.696 $ | +611.980 $ | +24,5 % | 2.496.716 $ | +1.168.541 $ | +88,0 % | |||
| CATALYST FINANCIAL PARTNERS LLC | 3.008.751 $ | -323.652 $ | -9,7 % | 3.332.403 $ | +5.367 $ | +0,2 % | 3.327.036 $ | -65.106 $ | -1,9 % | |||
| Mutual Advisors, LLC | 3.298.844 $ | +1.579.533 $ | +91,9 % | 1.719.311 $ | +84.529 $ | +5,2 % | 1.634.782 $ | +36.342 $ | +2,3 % | |||
| HANCOCK WHITNEY CORP | 3.271.717 $ | +106.564 $ | +3,4 % | 3.165.153 $ | -1.961 $ | -0,1 % | 3.167.114 $ | +71.637 $ | +2,3 % | |||
| Blume Capital Management, Inc. | 3.267.468 $ | +44.574 $ | +1,4 % | 3.222.894 $ | -25.840 $ | -0,8 % | 3.248.734 $ | +14.212 $ | +0,4 % | |||
| MB, LEVIS & ASSOCIATES, LLC | 3.056.162 $ | -196.842 $ | -6,1 % | 3.253.004 $ | +54.874 $ | +1,7 % | 3.198.130 $ | -18.518 $ | -0,6 % | 3.216.648 $ | +13.230 $ | +0,4 % |
| 1834 INVESTMENT ADVISORS CO | 3.240.040 $ | +77.424 $ | +2,4 % | 3.162.616 $ | -79.885 $ | -2,5 % | 3.242.501 $ | +1.580.768 $ | +95,1 % | 1.661.733 $ | +666.942 $ | +67,0 % |
| Sincerus Advisory, LLC | 2.390.467 $ | -806.704 $ | -25,2 % | 3.197.171 $ | +25.471 $ | +0,8 % | 3.171.700 $ | +215.752 $ | +7,3 % | 2.955.948 $ | -220.737 $ | -6,9 % |
| Strathmore Capital Advisors, Inc. | 3.165.196 $ | -30.893 $ | -1,0 % | 3.196.089 $ | +396.805 $ | +14,2 % | 2.799.284 $ | +12.245 $ | +0,4 % | |||
| Advyzon Investment Management, LLC | 3.121.619 $ | +370.612 $ | +13,5 % | 2.751.007 $ | -443.400 $ | -13,9 % | 3.194.407 $ | +111.584 $ | +3,6 % | |||
| Cannon Financial Strategists, Inc. | 1.633.462 $ | -1.538.680 $ | -48,5 % | 3.172.142 $ | +263.700 $ | +9,1 % | 2.908.442 $ | +253.299 $ | +9,5 % | 2.655.143 $ | +41.189 $ | +1,6 % |
| C M BIDWELL & ASSOCIATES LTD | 3.162.767 $ | +54.321 $ | +1,7 % | 3.108.446 $ | +363.115 $ | +13,2 % | 2.745.331 $ | +14.063 $ | +0,5 % | |||
| Galvin, Gaustad & Stein, LLC | 2.666.584 $ | -369.987 $ | -12,2 % | 3.036.571 $ | +219.644 $ | +7,8 % | 2.816.927 $ | -327.679 $ | -10,4 % | 3.144.606 $ | +54.431 $ | +1,8 % |
| VSM Wealth Advisory, LLC | 3.143.307 $ | +120.676 $ | +4,0 % | 3.022.631 $ | +200.953 $ | +7,1 % | 2.821.678 $ | -314.521 $ | -10,0 % | |||
| Wheelhouse Advisory Group LLC | 3.138.361 $ | +690.543 $ | +28,2 % | 2.447.818 $ | +66.563 $ | +2,8 % | 2.381.255 $ | +495.957 $ | +26,3 % | 1.885.298 $ | +28.322 $ | +1,5 % |
| PLANWISER FINANCIAL, LLC | 3.138.287 $ | +93.637 $ | +3,1 % | 3.044.650 $ | +1.321 $ | +0,0 % | 3.043.329 $ | +85.554 $ | +2,9 % | |||
| Timonier Family Office, LTD. | 3.009.752 $ | -116.991 $ | -3,7 % | 3.126.743 $ | -311.722 $ | -9,1 % | ||||||
| CARY STREET PARTNERS FINANCIAL LLC | 3.018.269 $ | -94.629 $ | -3,0 % | 3.112.898 $ | +41.344 $ | +1,3 % | 3.071.554 $ | +386.881 $ | +14,4 % | |||
| Heritage Wealth Management, Inc. /CA/ | 3.098.379 $ | +1.666.686 $ | +116,4 % | 1.431.693 $ | ||||||||
| Newman Dignan & Sheerar, Inc. | 3.084.843 $ | +94.822 $ | +3,2 % | 2.990.021 $ | +74.240 $ | +2,5 % | 2.915.781 $ | +3.692 $ | +0,1 % | 2.912.089 $ | -94.301 $ | -3,1 % |
| Apollon Wealth Management, LLC | 2.535.944 $ | +440.595 $ | +21,0 % | 2.095.349 $ | -978.472 $ | -31,8 % | 3.073.821 $ | -326.548 $ | -9,6 % | |||
| O'ROURKE & COMPANY, Inc | 3.051.512 $ | +544.374 $ | +21,7 % | 2.507.138 $ | -37.408 $ | -1,5 % | 2.544.546 $ | -115.212 $ | -4,3 % | |||
| SONATA CAPITAL GROUP INC | 2.833.549 $ | -210.356 $ | -6,9 % | 3.043.905 $ | +166.249 $ | +5,8 % | 2.877.656 $ | +145.651 $ | +5,3 % | 2.732.005 $ | +242.005 $ | +9,7 % |
| ECLECTIC ASSOCIATES INC /ADV | 3.026.053 $ | +490.037 $ | +19,3 % | 2.536.016 $ | -156.664 $ | -5,8 % | 2.692.680 $ | -22.463 $ | -0,8 % | 2.715.143 $ | +168.601 $ | +6,6 % |
| Paragon Capital Management Ltd | 3.018.849 $ | +400.699 $ | +15,3 % | 2.618.150 $ | -52.735 $ | -2,0 % | 2.670.885 $ | -13.050 $ | -0,5 % | 2.683.935 $ | +5.948 $ | +0,2 % |
| Robertson Stephens Wealth Management, LLC | 2.930.443 $ | -84.918 $ | -2,8 % | 3.015.361 $ | +126.662 $ | +4,4 % | 2.888.699 $ | +282.356 $ | +10,8 % | 2.606.343 $ | +395.821 $ | +17,9 % |
| MATTERN CAPITAL MANAGEMENT, LLC | 3.008.397 $ | +727.426 $ | +31,9 % | 2.280.971 $ | +77.464 $ | +3,5 % | 2.203.507 $ | +175.872 $ | +8,7 % | |||
| Trust Co | 325.132 $ | -2.680.386 $ | -89,2 % | 3.005.518 $ | +31.794 $ | +1,1 % | 2.973.724 $ | -15.061 $ | -0,5 % | 2.988.785 $ | +2.977.820 $ | +27.157,5 % |
| Financial Strategies Group, Inc. | 2.999.253 $ | +370.672 $ | +14,1 % | 2.628.581 $ | +231.716 $ | +9,7 % | 2.396.865 $ | +108.281 $ | +4,7 % | |||
| CHATHAM CAPITAL GROUP, INC. | 2.986.711 $ | +302.683 $ | +11,3 % | 2.684.028 $ | +36.615 $ | +1,4 % | 2.647.413 $ | -21.226 $ | -0,8 % | 2.668.639 $ | -241.179 $ | -8,3 % |
| TCI Wealth Advisors, Inc. | 2.971.677 $ | +1.551.907 $ | +109,3 % | 1.419.770 $ | -10.679 $ | -0,7 % | 1.430.449 $ | +6.257 $ | +0,4 % | |||
| FIDELIS CAPITAL PARTNERS, LLC | 2.958.020 $ | +40.353 $ | +1,4 % | 2.917.667 $ | -23.393 $ | -0,8 % | 2.941.060 $ | +763.315 $ | +35,1 % | |||
| WLTH Capital Management, LLC | 1.142.892 $ | -1.746.238 $ | -60,4 % | 2.889.130 $ | ||||||||
| ST GERMAIN D J CO INC | 2.830.558 $ | -55.179 $ | -1,9 % | 2.885.737 $ | +172.290 $ | +6,3 % | 2.713.447 $ | +255.911 $ | +10,4 % | |||
| MONETA GROUP INVESTMENT ADVISORS LLC | 2.874.312 $ | +117.700 $ | +4,3 % | 2.756.612 $ | +97.363 $ | +3,7 % | 2.659.249 $ | +6.488 $ | +0,2 % | |||
| Great Waters Wealth Management | 2.580.479 $ | -287.615 $ | -10,0 % | 2.868.094 $ | +19.428 $ | +0,7 % | 2.848.666 $ | +47.314 $ | +1,7 % | 2.801.352 $ | -112.629 $ | -3,9 % |
| Kuhn & Co Investment Counsel | 2.863.537 $ | +130.113 $ | +4,8 % | 2.733.424 $ | +383.020 $ | +16,3 % | 2.350.404 $ | +386.408 $ | +19,7 % | |||
| CWS Financial Advisors, LLC | 2.861.383 $ | +1.244.442 $ | +77,0 % | 1.616.941 $ | +1.140.691 $ | +239,5 % | 476.250 $ | |||||
| Steele Capital Management, Inc. | 2.845.918 $ | -3.584 $ | -0,1 % | 2.849.502 $ | +20.454 $ | +0,7 % | 2.829.048 $ | +390.404 $ | +16,0 % | |||
| ACIMA PRIVATE WEALTH, LLC | 2.844.816 $ | +88.257 $ | +3,2 % | 2.756.559 $ | +139.928 $ | +5,3 % | 2.616.631 $ | +29.009 $ | +1,1 % | 2.587.622 $ | +11.320 $ | +0,4 % |
| Relyea Zuckerberg Hanson LLC | 1.645.358 $ | -1.199.298 $ | -42,2 % | 2.844.656 $ | +1.128.144 $ | +65,7 % | 1.716.512 $ | +294.248 $ | +20,7 % | 1.422.264 $ | +121.468 $ | +9,3 % |
| VestGen Advisors, LLC | 2.836.271 $ | +123.401 $ | +4,5 % | 2.712.870 $ | -29.619 $ | -1,1 % | 2.742.489 $ | +439.569 $ | +19,1 % | |||
| CAHILL FINANCIAL ADVISORS INC | 2.822.917 $ | +488.301 $ | +20,9 % | 2.334.616 $ | +465.825 $ | +24,9 % | 1.868.791 $ | +343.597 $ | +22,5 % | |||
| High Net Worth Advisory Group LLC | 2.792.567 $ | +484.025 $ | +21,0 % | 2.308.542 $ | +180.420 $ | +8,5 % | 2.128.122 $ | +531.307 $ | +33,3 % | |||
| Advisory Solutions Group, LLC | 2.788.809 $ | |||||||||||
| SAX WEALTH ADVISORS, LLC | 2.274.785 $ | -509.478 $ | -18,3 % | 2.784.263 $ | +1.936.364 $ | +228,4 % | 847.899 $ | +0 $ | +0,0 % | 847.899 $ | +519.111 $ | +157,9 % |
| SP Asset Management LLC | 1.481.570 $ | -500.081 $ | -25,2 % | 1.981.651 $ | -796.095 $ | -28,7 % | 2.777.746 $ | +36.058 $ | +1,3 % | |||
| HOWE & RUSLING INC | 2.320.148 $ | -454.760 $ | -16,4 % | 2.774.908 $ | +1.708.977 $ | +160,3 % | 1.065.931 $ | -5.751 $ | -0,5 % | |||
| RAINIER FAMILY WEALTH INC | 2.766.120 $ | +551.912 $ | +24,9 % | 2.214.208 $ | +248.382 $ | +12,6 % | 1.965.826 $ | +659.584 $ | +50,5 % | |||
| Claro Advisors Inc. | 2.762.958 $ | +113.855 $ | +4,3 % | 2.649.103 $ | +30.249 $ | +1,2 % | 2.618.854 $ | +435.538 $ | +19,9 % | |||
| Asset Allocation Strategies LLC | 2.755.637 $ | +820.925 $ | +42,4 % | 1.934.712 $ | +608.930 $ | +45,9 % | 1.325.782 $ | |||||
| Rockwood Wealth Management, LLC | 2.609.973 $ | +33.624 $ | +1,3 % | 2.576.349 $ | -169.948 $ | -6,2 % | 2.746.297 $ | +141.646 $ | +5,4 % | |||
| J.W. COLE ADVISORS, INC. | 2.743.195 $ | +32.942 $ | +1,2 % | 2.710.253 $ | -522.818 $ | -16,2 % | ||||||
| Financial Plan, Inc. | 2.702.085 $ | -30.789 $ | -1,1 % | 2.732.874 $ | +56.038 $ | +2,1 % | 2.676.836 $ | |||||
| CGN Advisors LLC | 1.884.860 $ | -456.997 $ | -19,5 % | 2.341.857 $ | -259.942 $ | -10,0 % | 2.601.799 $ | -127.473 $ | -4,7 % | 2.729.272 $ | -327.736 $ | -10,7 % |
| Dynamic Advisor Solutions LLC | 2.714.724 $ | +83.296 $ | +3,2 % | 2.631.428 $ | +156.855 $ | +6,3 % | 2.474.573 $ | +13.706 $ | +0,6 % | 2.460.867 $ | -400.146 $ | -14,0 % |
| Oasis Advisors, LLC | 2.714.063 $ | |||||||||||
| Archer Investment Management, LLC | 2.370.510 $ | +170.988 $ | +7,8 % | 2.199.522 $ | -509.605 $ | -18,8 % | 2.709.127 $ | +2.283.221 $ | +536,1 % | 425.906 $ | ||
| FDx Advisors, Inc. | 2.520.000 $ | -28.000 $ | -1,1 % | 2.548.000 $ | -147.000 $ | -5,5 % | 2.695.000 $ | +132.000 $ | +5,2 % | |||
| HighPoint Advisor Group LLC | 1.497.716 $ | -1.196.720 $ | -44,4 % | 2.694.436 $ | +1.347 $ | +0,1 % | 2.693.089 $ | |||||
| Laurel Wealth Advisors LLC | 2.683.656 $ | +77.987 $ | +3,0 % | 2.605.669 $ | +275.256 $ | +11,8 % | 2.330.413 $ | +336.366 $ | +16,9 % | |||
| Atlantic Union Bankshares Corp | 2.657.959 $ | +220.518 $ | +9,0 % | 2.437.441 $ | -24.118 $ | -1,0 % | 2.461.559 $ | +67.416 $ | +2,8 % | |||
| WEDBUSH SECURITIES INC | 2.211.000 $ | -442.000 $ | -16,7 % | 2.653.000 $ | +521.000 $ | +24,4 % | 2.132.000 $ | +458.000 $ | +27,4 % | 1.674.000 $ | -3.000 $ | -0,2 % |
| TPG Advisors LLC | 2.511.104 $ | -141.847 $ | -5,3 % | 2.652.951 $ | +89.227 $ | +3,5 % | 2.563.724 $ | +117.333 $ | +4,8 % | 2.446.391 $ | +5.779 $ | +0,2 % |
| Prestige Wealth Management Group LLC | 1.845.209 $ | -360.728 $ | -16,4 % | 2.205.937 $ | -438.815 $ | -16,6 % | 2.644.752 $ | +1.217.106 $ | +85,3 % | |||
| GW&K Investment Management, LLC | 2.644.000 $ | +36.000 $ | +1,4 % | 2.608.000 $ | +331.000 $ | +14,5 % | 2.277.000 $ | +90.000 $ | +4,1 % | |||
| Cyndeo Wealth Partners, LLC | 1.363.546 $ | -1.278.028 $ | -48,4 % | 2.641.574 $ | +604.222 $ | +29,7 % | 2.037.352 $ | |||||
| THEORY FINANCIAL LLC | 2.617.818 $ | +101.466 $ | +4,0 % | 2.516.352 $ | -32.785 $ | -1,3 % | 2.549.137 $ | +144.747 $ | +6,0 % | |||
| NAPLES GLOBAL ADVISORS, LLC | 2.613.671 $ | +212.515 $ | +8,9 % | 2.401.156 $ | +71.572 $ | +3,1 % | 2.329.584 $ | +222.488 $ | +10,6 % | |||
| Premier Path Wealth Partners, LLC | 248.072 $ | -1.895.964 $ | -88,4 % | 2.144.036 $ | -114.285 $ | -5,1 % | 2.258.321 $ | -343.834 $ | -13,2 % | 2.602.155 $ | +173.660 $ | +7,2 % |
| Rialto Wealth Management, LLC | 2.600.774 $ | +989.077 $ | +61,4 % | 1.611.697 $ | +9.306 $ | +0,6 % | 1.602.391 $ | -500.900 $ | -23,8 % | |||
| Prospect Financial Group LLC | 2.594.147 $ | +1.114.060 $ | +75,3 % | 1.480.087 $ | +268.953 $ | +22,2 % | 1.211.134 $ | +516.513 $ | +74,4 % | |||
| Steelhead Wealth Management LLC | 2.196.000 $ | -375.000 $ | -14,6 % | 2.571.000 $ | ||||||||
| PRIVATE CLIENT SERVICES, LLC | 2.561.270 $ | +145.801 $ | +6,0 % | 2.415.469 $ | +202.557 $ | +9,2 % | 2.212.912 $ | +124.064 $ | +5,9 % | 2.088.848 $ | +501.184 $ | +31,6 % |
| CULBERTSON A N & CO INC | 2.540.864 $ | -16.967 $ | -0,7 % | 2.557.831 $ | +415.554 $ | +19,4 % | 2.142.277 $ | +221.199 $ | +11,5 % | 1.921.078 $ | +48.460 $ | +2,6 % |
| Pacific Point Advisors, LLC | 1.754.013 $ | +23.928 $ | +1,4 % | 1.730.085 $ | -820.121 $ | -32,2 % | 2.550.206 $ | +11.156 $ | +0,4 % | |||
| Sunesis Advisors, LLC | 2.405.989 $ | -18.615 $ | -0,8 % | 2.424.604 $ | -112.325 $ | -4,4 % | 2.536.929 $ | -35.567 $ | -1,4 % | |||
| ACT WEALTH MANAGEMENT, LLC | 2.452.585 $ | -80.967 $ | -3,2 % | 2.533.552 $ | +99.519 $ | +4,1 % | 2.434.033 $ | +216.847 $ | +9,8 % | 2.217.186 $ | +510.400 $ | +29,9 % |
| PROFFITT & GOODSON INC | 2.067.306 $ | -451.142 $ | -17,9 % | 2.518.448 $ | +757.845 $ | +43,0 % | 1.760.603 $ | +393.141 $ | +28,7 % | |||
| PRECEDENT WEALTH PARTNERS, LLC | 2.494.251 $ | -14.138 $ | -0,6 % | 2.508.389 $ | +189.452 $ | +8,2 % | 2.318.937 $ | +90.134 $ | +4,0 % | 2.228.803 $ | -115.274 $ | -4,9 % |
| Alesco Advisors, LLC, An ESL Co | 2.302.907 $ | +31.415 $ | +1,4 % | 2.271.492 $ | -234.002 $ | -9,3 % | 2.505.494 $ | -3.842 $ | -0,2 % | |||
| Blue Trust, Inc. | 2.502.510 $ | +2.433.418 $ | +3.522,0 % | 69.092 $ | +842 $ | +1,2 % | 68.250 $ | -1.342.944 $ | -95,2 % | 1.411.194 $ | +44.732 $ | +3,3 % |
| SlateStone Wealth, LLC | 2.499.000 $ | +30.000 $ | +1,2 % | 2.469.000 $ | -18.000 $ | -0,7 % | 2.487.000 $ | +68.000 $ | +2,8 % | |||
| May Hill Capital, LLC | 2.441.614 $ | -54.761 $ | -2,2 % | 2.496.375 $ | +84.076 $ | +3,5 % | 2.412.299 $ | -58.106 $ | -2,4 % | |||
| Willis Johnson & Associates, Inc. | 2.180.505 $ | -200.683 $ | -8,4 % | 2.381.188 $ | -89.542 $ | -3,6 % | 2.470.730 $ | +32.298 $ | +1,3 % | |||
| HB Wealth Management, LLC | 2.458.794 $ | +731.004 $ | +42,3 % | 1.727.790 $ | +215.606 $ | +14,3 % | 1.512.184 $ | -3.239 $ | -0,2 % | |||
| Q3 Asset Management | 2.451.000 $ | |||||||||||
| COMMERCE BANK | 2.005.598 $ | +18.430 $ | +0,9 % | 1.987.168 $ | -457.579 $ | -18,7 % | 2.444.747 $ | +484.006 $ | +24,7 % | |||
| Mann Financial Group, Inc. | 2.443.302 $ | |||||||||||
| Opal Wealth Advisors, LLC | 1.198.256 $ | -22.999 $ | -1,9 % | 1.221.255 $ | +204.796 $ | +20,1 % | 1.016.459 $ | -1.424.920 $ | -58,4 % | 2.441.379 $ | +1.151.976 $ | +89,3 % |
| Vermillion Wealth Management, Inc. | 2.440.845 $ | +19.526 $ | +0,8 % | 2.421.319 $ | +305.461 $ | +14,4 % | 2.115.858 $ | -205.015 $ | -8,8 % | |||
| PRAIRIEVIEW WEALTH PARTNERS, LLC | 2.431.229 $ | +159.089 $ | +7,0 % | 2.272.140 $ | +264.714 $ | +13,2 % | 2.007.426 $ | +770.797 $ | +62,3 % | |||
| STEVENS CAPITAL PARTNERS | 1.236.995 $ | -1.185.036 $ | -48,9 % | 2.422.031 $ | +705.784 $ | +41,1 % | 1.716.247 $ | +2.289 $ | +0,1 % | |||
| SteelPeak Wealth, LLC | 2.059.592 $ | -220.605 $ | -9,7 % | 2.280.197 $ | -76.906 $ | -3,3 % | 2.357.103 $ | -50.280 $ | -2,1 % | 2.407.383 $ | -36.484 $ | -1,5 % |
| IFG Advisory, LLC | 2.404.303 $ | +2.214.721 $ | +1.168,2 % | 189.582 $ | -1.740.225 $ | -90,2 % | 1.929.807 $ | +336.925 $ | +21,2 % | |||
| Mullooly Asset Management, Inc. | 2.390.334 $ | +135.402 $ | +6,0 % | 2.254.932 $ | -17.681 $ | -0,8 % | 2.272.613 $ | +73.696 $ | +3,4 % | |||
| Enclave Advisors LLC | 2.277.801 $ | -110.330 $ | -4,6 % | 2.388.131 $ | +97.906 $ | +4,3 % | 2.290.225 $ | +50.664 $ | +2,3 % | 2.239.561 $ | -888.204 $ | -28,4 % |
| SURIENCE PRIVATE WEALTH LLC | 2.369.042 $ | +462.682 $ | +24,3 % | 1.906.360 $ | -149.308 $ | -7,3 % | 2.055.668 $ | +1.771.731 $ | +624,0 % | 283.937 $ | ||
| Spartan Wealth Advisory Services LLC | 2.364.160 $ | +32.252 $ | +1,4 % | 2.331.908 $ | ||||||||
| STONE LOFT WEALTH MANAGEMENT LLC | 2.354.279 $ | |||||||||||
| PETRA FINANCIAL ADVISORS INC | 2.332.986 $ | +1.023.410 $ | +78,1 % | 1.309.576 $ | -559.028 $ | -29,9 % | 1.868.604 $ | +3.850 $ | +0,2 % | |||
| Black Diamond Financial, LLC | 1.893.563 $ | -371.643 $ | -16,4 % | 2.265.206 $ | -61.813 $ | -2,7 % | 2.327.019 $ | -468.690 $ | -16,8 % | |||
| Truepoint, Inc. | 2.305.892 $ | +20.745 $ | +0,9 % | 2.285.147 $ | -18.321 $ | -0,8 % | 2.303.468 $ | +10.076 $ | +0,4 % | |||
| Crabel Capital Management, LLC | 1.372.944 $ | -931.998 $ | -40,4 % | 2.304.942 $ | +1.157.888 $ | +100,9 % | ||||||
| Sepio Capital, LP | 1.756.777 $ | +113.553 $ | +6,9 % | 1.643.224 $ | -305.977 $ | -15,7 % | 1.949.201 $ | -348.640 $ | -15,2 % | 2.297.841 $ | -1.187.972 $ | -34,1 % |
| Golden Bell Financial Planning LLC | 2.295.624 $ | +216.209 $ | +10,4 % | 2.079.415 $ | -52.579 $ | -2,5 % | 2.131.994 $ | +210.007 $ | +10,9 % | |||
| Prospera Capital Management, LLC | 2.285.654 $ | +1.105.646 $ | +93,7 % | 1.180.008 $ | +15.295 $ | +1,3 % | 1.164.713 $ | -9.458 $ | -0,8 % | 1.174.171 $ | +5.256 $ | +0,4 % |
| FIDUCIARY FINANCIAL GROUP, LLC | 2.275.581 $ | +1.245.208 $ | +120,9 % | 1.030.373 $ | +386.043 $ | +59,9 % | 644.330 $ | |||||
| Ameritas Advisory Services, LLC | 2.168.053 $ | -99.847 $ | -4,4 % | 2.267.900 $ | +370.372 $ | +19,5 % | 1.897.528 $ | +788.785 $ | +71,1 % | |||
| Plum Street Advisors, LLC | 2.249.343 $ | +56.328 $ | +2,6 % | 2.193.015 $ | +21.241 $ | +1,0 % | 2.171.774 $ | +184.045 $ | +9,3 % | |||
| DeLarme Wealth Management, Inc. | 2.242.667 $ | +371.443 $ | +19,9 % | 1.871.224 $ | +225.987 $ | +13,7 % | 1.645.237 $ | |||||
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1.550.529 $ | -31.649 $ | -2,0 % | 1.582.178 $ | -512.438 $ | -24,5 % | 2.094.616 $ | -143.903 $ | -6,4 % | 2.238.519 $ | -148.933 $ | -6,2 % |
| Grey Fox Wealth Advisors, LLC | 2.235.446 $ | +1.702 $ | +0,1 % | 2.233.744 $ | +15.308 $ | +0,7 % | 2.218.436 $ | +57.189 $ | +2,6 % | |||
| LJI Wealth Management, LLC | 1.517.602 $ | +47.195 $ | +3,2 % | 1.470.407 $ | -762.619 $ | -34,2 % | 2.233.026 $ | +786.905 $ | +54,4 % | |||
| OLD MISSION CAPITAL LLC | 2.232.398 $ | -17.344.421 $ | -88,6 % | |||||||||
| Glassy Mountain Advisors, Inc. | 2.229.136 $ | +12.099 $ | +0,5 % | 2.217.037 $ | +96.031 $ | +4,5 % | 2.121.006 $ | -59.467 $ | -2,7 % | |||
| Snider Financial Group | 2.228.474 $ | +221.670 $ | +11,0 % | 2.006.804 $ | -186.445 $ | -8,5 % | ||||||
| Leeward Financial Partners, LLC | 2.204.948 $ | +25.624 $ | +1,2 % | 2.179.324 $ | +25.268 $ | +1,2 % | 2.154.056 $ | +20.766 $ | +1,0 % | |||
| Ritter Daniher Financial Advisory LLC / DE | 1.728.016 $ | -447.139 $ | -20,6 % | 2.175.155 $ | -17.439 $ | -0,8 % | 2.192.594 $ | +482.002 $ | +28,2 % | |||
| S.A. Mason LLC | 2.041.216 $ | -138.782 $ | -6,4 % | 2.179.998 $ | +217.824 $ | +11,1 % | 1.962.174 $ | +1.284.265 $ | +189,4 % | 677.909 $ | +2.965 $ | +0,4 % |
| Argos Wealth Advisors, LLC | 2.069.127 $ | +28.227 $ | +1,4 % | 2.040.900 $ | -119.156 $ | -5,5 % | 2.160.056 $ | |||||
| Centerline Wealth Advisors, LLC | 438.364 $ | -1.720.239 $ | -79,7 % | 2.158.603 $ | +188.996 $ | +9,6 % | 1.969.607 $ | |||||
| Manuka Financial, LLC | 2.003.281 $ | -136.202 $ | -6,4 % | 2.139.483 $ | +29.186 $ | +1,4 % | 2.110.297 $ | -16.920 $ | -0,8 % | 2.127.217 $ | +321.242 $ | +17,8 % |
| Compass Planning Associates Inc | 2.136.926 $ | +651.677 $ | +43,9 % | 1.485.249 $ | +627.566 $ | +73,2 % | 857.683 $ | +97.962 $ | +12,9 % | 759.721 $ | +11.787 $ | +1,6 % |
| NorthCrest Asset Manangement, LLC | 1.358.899 $ | -134.563 $ | -9,0 % | 1.493.462 $ | +154.412 $ | +11,5 % | 1.339.050 $ | -797.557 $ | -37,3 % | 2.136.607 $ | +108.071 $ | +5,3 % |
| Rare Wolf Capital LLC | 2.136.457 $ | +588.355 $ | +38,0 % | 1.548.102 $ | +85.627 $ | +5,9 % | 1.462.475 $ | -11.726 $ | -0,8 % | 1.474.201 $ | ||
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.126.761 $ | -154.450 $ | -12,1 % | 1.281.211 $ | -149.753 $ | -10,5 % | 1.430.964 $ | -704.695 $ | -33,0 % | 2.135.659 $ | -2.302 $ | -0,1 % |
| Knuff & Co LLC | 2.126.889 $ | |||||||||||
| BRIGHTON JONES LLC | 1.846.158 $ | -278.790 $ | -13,1 % | 2.124.948 $ | +1.525.113 $ | +254,3 % | ||||||
| HUB Investment Partners, LLC | 1.789.400 $ | -278.272 $ | -13,5 % | 2.067.672 $ | -56.792 $ | -2,7 % | 2.124.464 $ | -817.549 $ | -27,8 % | |||
| SAGE RHINO CAPITAL LLC | 323.388 $ | -1.784.802 $ | -84,7 % | 2.108.190 $ | +159.694 $ | +8,2 % | 1.948.496 $ | +6.173 $ | +0,3 % | |||
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2.103.116 $ | +193.227 $ | +10,1 % | 1.909.889 $ | +350.547 $ | +22,5 % | 1.559.342 $ | +1.514.479 $ | +3.375,8 % | |||
| Arkadios Wealth Advisors | 1.731.621 $ | -363.638 $ | -17,4 % | 2.095.259 $ | +978.625 $ | +87,6 % | 1.116.634 $ | -99.751 $ | -8,2 % | |||
| Meridian Wealth Partners, LLC | 2.081.823 $ | +28.101 $ | +1,4 % | 2.053.722 $ | -16.466 $ | -0,8 % | 2.070.188 $ | -2.586.633 $ | -55,5 % | |||
| CIBC Private Wealth Group LLC | 2.078.563 $ | +957.453 $ | +85,4 % | |||||||||
| Glen Eagle Advisors, LLC | 2.072.486 $ | +69.808 $ | +3,5 % | 2.002.678 $ | -21.132 $ | -1,0 % | 2.023.810 $ | -26.699 $ | -1,3 % | |||
| Forum Private Client Group LLC | 2.072.407 $ | +91.131 $ | +4,6 % | 1.981.276 $ | +224.100 $ | +12,8 % | 1.757.176 $ | +143.210 $ | +8,9 % | |||
| Prospect Financial Services LLC | 2.062.674 $ | +1.116.528 $ | +118,0 % | 946.146 $ | +152.157 $ | +19,2 % | 793.989 $ | +25.017 $ | +3,3 % | |||
| TWO SIGMA SECURITIES, LLC | 2.058.370 $ | -1.079.417 $ | -34,4 % | |||||||||
| WRAPMANAGER INC | 2.057.392 $ | +1.449.033 $ | +238,2 % | 608.359 $ | +325.679 $ | +115,2 % | 282.680 $ | |||||
| ARMSTRONG ADVISORY GROUP, INC | 2.054.288 $ | +125.773 $ | +6,5 % | 1.928.515 $ | +236.495 $ | +14,0 % | 1.692.020 $ | +4.438 $ | +0,3 % | 1.687.582 $ | +285.271 $ | +20,3 % |
| Freestone Capital Holdings, LLC | 2.054.181 $ | +682.362 $ | +49,7 % | 1.371.819 $ | -191.568 $ | -12,3 % | 1.563.387 $ | -10.144 $ | -0,6 % | |||
| GEN Financial Management, INC. | 1.726.983 $ | +120.309 $ | +7,5 % | 1.606.674 $ | -220.248 $ | -12,1 % | 1.826.922 $ | -227.023 $ | -11,1 % | 2.053.945 $ | +120.241 $ | +6,2 % |
| Hexagon Capital Partners LLC | 2.043.078 $ | +514.498 $ | +33,7 % | 1.528.580 $ | +172.108 $ | +12,7 % | 1.356.472 $ | +338.549 $ | +33,3 % | |||
| Apeiron RIA LLC | 1.522.066 $ | +475.078 $ | +45,4 % | 1.046.988 $ | -983.573 $ | -48,4 % | 2.030.561 $ | +9.989 $ | +0,5 % | 2.020.572 $ | +269.376 $ | +15,4 % |
| XCELSIOR ADVISOR PARTNERS LLC | 2.029.985 $ | +115.491 $ | +6,0 % | 1.914.494 $ | +142.672 $ | +8,1 % | 1.771.822 $ | |||||
| Bryn Mawr Trust Advisors, LLC | 1.348.048 $ | +35.631 $ | +2,7 % | 1.312.417 $ | -710.833 $ | -35,1 % | 2.023.250 $ | +8.851 $ | +0,4 % | |||
| ELEVATION POINT WEALTH PARTNERS, LLC | 2.018.243 $ | +529.476 $ | +35,6 % | 1.488.767 $ | -327.442 $ | -18,0 % | 1.816.209 $ | +935.747 $ | +106,3 % | |||
| Wealthspire Retirement, LLC | 2.013.392 $ | +312.635 $ | +18,4 % | 1.700.757 $ | +475.568 $ | +38,8 % | 1.225.189 $ | +86.108 $ | +7,6 % | |||
| Financial Architects, LLC | 1.708.749 $ | -300.036 $ | -14,9 % | 2.008.785 $ | +254.653 $ | +14,5 % | 1.754.132 $ | +160.945 $ | +10,1 % | 1.593.187 $ | +22.741 $ | +1,4 % |
| Compass Financial Group, INC/SD | 2.001.011 $ | +22.665 $ | +1,1 % | 1.978.346 $ | +104.356 $ | +5,6 % | 1.873.990 $ | +79.354 $ | +4,4 % | 1.794.636 $ | +621.800 $ | +53,0 % |
| Heck Capital Advisors, LLC | 1.993.856 $ | |||||||||||
| CPR Investments Inc. | 1.991.484 $ | +8.712 $ | +0,4 % | |||||||||
| Allen Capital Group, LLC | 1.988.603 $ | +164.824 $ | +9,0 % | 1.823.779 $ | +276.607 $ | +17,9 % | 1.547.172 $ | +277.297 $ | +21,8 % | |||
| WBH ADVISORY INC | 1.170.614 $ | +55.381 $ | +5,0 % | 1.115.233 $ | -871.484 $ | -43,9 % | 1.986.717 $ | +9.347 $ | +0,5 % | |||
| Advus Financial Partners, LLC | 1.977.848 $ | +516.642 $ | +35,4 % | 1.461.206 $ | +621.258 $ | +74,0 % | 839.948 $ | +53.526 $ | +6,8 % | 786.422 $ | +19.363 $ | +2,5 % |
| SFMG, LLC | 1.697.525 $ | +37.086 $ | +2,2 % | 1.660.439 $ | -304.944 $ | -15,5 % | 1.965.383 $ | +267.910 $ | +15,8 % | |||
| Red Tortoise LLC | 1.889.543 $ | -72.656 $ | -3,7 % | 1.962.199 $ | +27.654 $ | +1,4 % | ||||||
| SwitchPoint Financial Planning, LLC | 1.954.462 $ | +113.521 $ | +6,2 % | 1.840.941 $ | -3.545 $ | -0,2 % | 1.844.486 $ | +14.628 $ | +0,8 % | |||
| Mill Capital Management, LLC | 1.946.167 $ | +26.549 $ | +1,4 % | 1.919.618 $ | +634.306 $ | +49,4 % | 1.285.312 $ | |||||
| SILVERLAKE WEALTH MANAGEMENT LLC | 1.577.591 $ | -286.603 $ | -15,4 % | 1.864.194 $ | +40.193 $ | +2,2 % | 1.824.001 $ | -121.715 $ | -6,3 % | 1.945.716 $ | +260.105 $ | +15,4 % |
| Note Advisors, LLC | 1.945.560 $ | +174.764 $ | +9,9 % | 1.770.796 $ | -43.877 $ | -2,4 % | 1.814.673 $ | +488.869 $ | +36,9 % | |||
| Miller Capital Partners, Inc. | 1.938.479 $ | -3.989 $ | -0,2 % | 1.942.468 $ | -487 $ | -0,0 % | 1.942.955 $ | |||||
| INDEPENDENT FINANCIAL GROUP, LLC | 1.924.032 $ | +148.818 $ | +8,4 % | 1.775.214 $ | +1.018.568 $ | +134,6 % | 756.646 $ | +155.580 $ | +25,9 % | 601.066 $ | +155.243 $ | +34,8 % |
| Twele Capital Management, Inc. | 1.908.940 $ | +612.625 $ | +47,3 % | 1.296.315 $ | -512.996 $ | -28,4 % | 1.809.311 $ | +30.603 $ | +1,7 % | 1.778.708 $ | +602.964 $ | +51,3 % |
| INSIGNEO ADVISORY SERVICES, LLC | 1.885.763 $ | +167.959 $ | +9,8 % | 1.717.804 $ | -155.153 $ | -8,3 % | 1.872.957 $ | +538.793 $ | +40,4 % | |||
| TSG Advice Partners, LLC | 1.864.474 $ | -9.237 $ | -0,5 % | 1.873.711 $ | ||||||||
| Breakwater Investment Management | 1.869.174 $ | +391.529 $ | +26,5 % | 1.477.645 $ | +99.832 $ | +7,2 % | 1.377.813 $ | +237.034 $ | +20,8 % | 1.140.779 $ | +33.881 $ | +3,1 % |
| Cascade Wealth Advisors, Inc | 1.865.900 $ | +716.871 $ | +62,4 % | 1.149.029 $ | +423.734 $ | +58,4 % | 725.295 $ | |||||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1.810.359 $ | -50.246 $ | -2,7 % | 1.860.605 $ | +277 $ | +0,0 % | 1.860.328 $ | -454.058 $ | -19,6 % | |||
| Integrity Wealth Solutions LLC | 1.851.742 $ | -472 $ | -0,0 % | 1.852.214 $ | +21.618 $ | +1,2 % | 1.830.596 $ | +25.102 $ | +1,4 % | |||
| PERRYMAN FINANCIAL ADVISORY INC /AD | 1.745.701 $ | -102.999 $ | -5,6 % | 1.848.700 $ | +35.888 $ | +2,0 % | 1.812.812 $ | +134.428 $ | +8,0 % | 1.678.384 $ | ||
| PRIVATE TRUST CO NA | 1.648.184 $ | -168.352 $ | -9,3 % | 1.816.536 $ | -30.047 $ | -1,6 % | 1.846.583 $ | -2.046 $ | -0,1 % | 1.848.629 $ | +29.636 $ | +1,6 % |
| HIGHLINE WEALTH PARTNERS LLC | 1.631.600 $ | -129.204 $ | -7,3 % | 1.760.804 $ | +10.348 $ | +0,6 % | 1.750.456 $ | -84.526 $ | -4,6 % | 1.834.982 $ | -181.864 $ | -9,0 % |
| Disciplined Investments, LLC | 1.825.685 $ | +228.058 $ | +14,3 % | 1.597.627 $ | +249.604 $ | +18,5 % | 1.348.023 $ | +265.159 $ | +24,5 % | |||
| GSG Advisors LLC | 1.824.940 $ | +35.310 $ | +2,0 % | 1.789.630 $ | -7.282 $ | -0,4 % | 1.796.912 $ | +46.147 $ | +2,6 % | |||
| Navalign, LLC | 1.824.269 $ | +42.198 $ | +2,4 % | 1.782.071 $ | +47.619 $ | +2,7 % | 1.734.452 $ | +159.200 $ | +10,1 % | |||
| Beaumont Financial Advisors, LLC | 1.268.443 $ | -376.368 $ | -22,9 % | 1.644.811 $ | +22.438 $ | +1,4 % | 1.622.373 $ | -200.841 $ | -11,0 % | 1.823.214 $ | +5.573 $ | +0,3 % |
| Busey Bank | 1.647.339 $ | -173.451 $ | -9,5 % | 1.820.790 $ | +59.281 $ | +3,4 % | 1.761.509 $ | +57.073 $ | +3,3 % | |||
| SSA SWISS ADVISORS AG | 1.699.083 $ | -120.507 $ | -6,6 % | 1.819.590 $ | +114.772 $ | +6,7 % | 1.704.818 $ | -61.009 $ | -3,5 % | |||
| Regal Investment Advisors LLC | 1.655.282 $ | -2.863 $ | -0,2 % | 1.658.145 $ | -145.305 $ | -8,1 % | 1.803.450 $ | +37.831 $ | +2,1 % | |||
| Evansbrook LLC | 1.655.706 $ | -112.571 $ | -6,4 % | 1.768.277 $ | +24.123 $ | +1,4 % | 1.744.154 $ | -34.100 $ | -1,9 % | 1.778.254 $ | ||
| McIlrath & Eck, LLC | 1.772.780 $ | -41.390 $ | -2,3 % | |||||||||
| FIRST NATIONAL BANK OF OMAHA | 1.771.690 $ | +19.239 $ | +1,1 % | 1.752.451 $ | -17.957 $ | -1,0 % | 1.770.408 $ | |||||
| Brucke Financial, Inc. | 1.765.900 $ | +258.773 $ | +17,2 % | 1.507.127 $ | +120.079 $ | +8,7 % | 1.387.048 $ | +266.413 $ | +23,8 % | |||
| Stone Summit Wealth LLC | 617.576 $ | -1.134.718 $ | -64,8 % | 1.752.294 $ | +229.801 $ | +15,1 % | 1.522.493 $ | +42.358 $ | +2,9 % | 1.480.135 $ | +99.955 $ | +7,2 % |
| Family Manage LLC | 1.750.169 $ | +171.649 $ | +10,9 % | 1.578.520 $ | +831.211 $ | +111,2 % | 747.309 $ | |||||
| Meredith Wealth Planning | 1.743.580 $ | +43.903 $ | +2,6 % | 1.699.677 $ | -22.142 $ | -1,3 % | ||||||
| HUNTINGTON NATIONAL BANK | 581.671 $ | +391.290 $ | +205,5 % | 190.381 $ | -1.551.463 $ | -89,1 % | 1.741.844 $ | +83.124 $ | +5,0 % | |||
| TENET WEALTH PARTNERS, LLC | 1.657.718 $ | -68.736 $ | -4,0 % | 1.726.454 $ | ||||||||
| Continuum Advisory, LLC | 1.725.606 $ | +85.617 $ | +5,2 % | 1.639.989 $ | +458.296 $ | +38,8 % | 1.181.693 $ | -119.013 $ | -9,1 % | |||
| BLUESTEM FINANCIAL ADVISORS, LLC | 1.614.313 $ | -109.757 $ | -6,4 % | 1.724.070 $ | +221.782 $ | +14,8 % | 1.502.288 $ | |||||
| Agate Pass Investment Management, LLC | 1.586.181 $ | -132.989 $ | -7,7 % | 1.719.170 $ | +432.086 $ | +33,6 % | 1.287.084 $ | +629.383 $ | +95,7 % | 657.701 $ | +215.569 $ | +48,8 % |
| Carolina Wealth Management Inc | 1.713.448 $ | |||||||||||
| ACCESS FINANCIAL SERVICES, INC. | 1.710.110 $ | +376.051 $ | +28,2 % | 1.334.059 $ | +172.360 $ | +14,8 % | 1.161.699 $ | +54.651 $ | +4,9 % | |||
| Glass Jacobson Investment Advisors llc | 1.709.138 $ | +253.256 $ | +17,4 % | 1.455.882 $ | -24.684 $ | -1,7 % | 1.480.566 $ | -5.086 $ | -0,3 % | |||
| Karpus Management, Inc. | 1.366.770 $ | +18.645 $ | +1,4 % | 1.348.125 $ | -357.810 $ | -21,0 % | 1.705.935 $ | -217.852 $ | -11,3 % | |||
| SEEDS INVESTOR LLC | 848.922 $ | -288.932 $ | -25,4 % | 1.137.854 $ | -550.035 $ | -32,6 % | 1.687.889 $ | -144.532 $ | -7,9 % | |||
| Shakespeare Wealth Management, LLC | 1.079.276 $ | -343.537 $ | -24,1 % | 1.422.813 $ | -264.919 $ | -15,7 % | 1.687.732 $ | +29.914 $ | +1,8 % | |||
| JOURNEY STRATEGIC WEALTH LLC | 1.681.692 $ | +566.858 $ | +50,8 % | 1.114.834 $ | +24.755 $ | +2,3 % | ||||||
| Sound Portfolio Advisors, LLC | 1.676.424 $ | |||||||||||
| CURTIS WEALTH MANAGEMENT LLC | 1.676.418 $ | +129.179 $ | +8,3 % | 1.547.239 $ | -25.414 $ | -1,6 % | 1.572.653 $ | |||||
| McGlone Suttner Wealth Management, Inc. | 1.575.351 $ | -99.609 $ | -5,9 % | 1.674.960 $ | +125.354 $ | +8,1 % | 1.549.606 $ | +156.034 $ | +11,2 % | 1.393.572 $ | +104.544 $ | +8,1 % |
| TSA Wealth Managment LLC | 1.668.872 $ | +25.578 $ | +1,6 % | 1.643.294 $ | +24.114 $ | +1,5 % | 1.619.180 $ | -8.204 $ | -0,5 % | 1.627.384 $ | +25.344 $ | +1,6 % |
| W ADVISORS, LLC | 1.665.751 $ | +451.129 $ | +37,1 % | 1.214.622 $ | -10.493 $ | -0,9 % | 1.225.115 $ | -58.429 $ | -4,6 % | |||
| Rothschild Wealth LLC | 408.268 $ | -1.253.254 $ | -75,4 % | 1.661.522 $ | +1.410.172 $ | +561,0 % | 251.350 $ | -282.947 $ | -53,0 % | |||
| Evolution Wealth Advisors, LLC | 1.604.954 $ | +94.634 $ | +6,3 % | 1.510.320 $ | -140.047 $ | -8,5 % | 1.650.367 $ | +7.220 $ | +0,4 % | |||
| Qube Research & Technologies Ltd | 1.641.675 $ | +1.088.245 $ | +196,6 % | 553.430 $ | -394.587 $ | -41,6 % | 948.017 $ | +699.770 $ | +281,9 % | |||
| Legacy Advisors, LLC | 1.634.015 $ | +281.455 $ | +20,8 % | 1.352.560 $ | -30.291 $ | -2,2 % | 1.382.851 $ | +138.324 $ | +11,1 % | 1.244.527 $ | ||
| Polaris Investment Advisors, LLC | 1.630.652 $ | +937.453 $ | +135,2 % | 693.199 $ | +13.348 $ | +2,0 % | 679.851 $ | -350.591 $ | -34,0 % | 1.030.442 $ | ||
| Everhart Financial Group, Inc. | 1.541.179 $ | -83.866 $ | -5,2 % | 1.625.045 $ | +39.093 $ | +2,5 % | 1.585.952 $ | -27.573 $ | -1,7 % | 1.613.525 $ | +3.344 $ | +0,2 % |
| Berman McAleer LLC | 1.619.996 $ | +946.220 $ | +140,4 % | 673.776 $ | +152.575 $ | +29,3 % | 521.201 $ | -4.179 $ | -0,8 % | 525.380 $ | +2.299 $ | +0,4 % |
| Greenspring Advisors, LLC | 1.617.094 $ | +162.800 $ | +11,2 % | 1.454.294 $ | +423.701 $ | +41,1 % | 1.030.593 $ | |||||
| Scott Capital Advisors, LLC | 1.616.180 $ | +328.465 $ | +25,5 % | 1.287.715 $ | +166.805 $ | +14,9 % | 1.120.910 $ | +41.531 $ | +3,8 % | 1.079.379 $ | +120.819 $ | +12,6 % |
| FIRETHORN WEALTH PARTNERS, LLC | 1.612.897 $ | +553.303 $ | +52,2 % | 1.059.594 $ | +104.542 $ | +10,9 % | 955.052 $ | -49.595 $ | -4,9 % | 1.004.647 $ | -5.484 $ | -0,5 % |
| Bernicke Wealth Management, Ltd. | 1.611.580 $ | +71.575 $ | +4,6 % | 1.540.005 $ | -2.641 $ | -0,2 % | 1.542.646 $ | |||||
| LINCOLN CAPITAL CORP | 1.597.772 $ | +52.778 $ | +3,4 % | 1.544.994 $ | +24.023 $ | +1,6 % | 1.520.971 $ | +561.379 $ | +58,5 % | |||
| EPIQ PARTNERS, LLC | 1.219.094 $ | -369.725 $ | -23,3 % | 1.588.819 $ | +6.857 $ | +0,4 % | 1.581.962 $ | |||||
| FC Advisory LLC | 1.295.714 $ | -289.720 $ | -18,3 % | 1.585.434 $ | -1.551 $ | -0,1 % | 1.586.985 $ | +47.908 $ | +3,1 % | 1.539.077 $ | +476.869 $ | +44,9 % |
| Hudson Oak Wealth Advisory LLC | 1.453.005 $ | -102.128 $ | -6,6 % | 1.555.133 $ | +5.051 $ | +0,3 % | 1.550.082 $ | -14.591 $ | -0,9 % | 1.564.673 $ | ||
| Oak Wealth Advisors LLC | 1.489.530 $ | +10.365 $ | +0,7 % | 1.479.165 $ | -82.912 $ | -5,3 % | 1.562.077 $ | -135.496 $ | -8,0 % | |||
| Cyr Financial Inc. | 1.553.787 $ | +22.579 $ | +1,5 % | 1.531.208 $ | +140.125 $ | +10,1 % | 1.391.083 $ | +279.372 $ | +25,1 % | 1.111.711 $ | +112.614 $ | +11,3 % |
| CATALYST PRIVATE WEALTH, LLC | 1.551.229 $ | +1.151.900 $ | +288,5 % | 399.329 $ | +113.360 $ | +39,6 % | 285.969 $ | +22.349 $ | +8,5 % | 263.620 $ | ||
| Pacific Excel Wealth Advisors, Inc. | 1.538.998 $ | |||||||||||
| Heritage Family Offices, LLP | 1.538.998 $ | +483.775 $ | +45,8 % | 1.055.223 $ | ||||||||
| Cornerstone Financial Management LLC | 1.479.370 $ | +13.396 $ | +0,9 % | 1.465.974 $ | -72.102 $ | -4,7 % | 1.538.076 $ | |||||
| D. E. Shaw & Co., Inc. | 1.521.246 $ | -19.848.630 $ | -92,9 % | |||||||||
| INTEGRATED WEALTHCARE, LLC | 1.520.334 $ | +44.937 $ | +3,0 % | 1.475.397 $ | -10.823 $ | -0,7 % | 1.486.220 $ | |||||
| Hoxton Planning & Management, LLC | 1.513.982 $ | +94.728 $ | +6,7 % | 1.419.254 $ | +86.014 $ | +6,5 % | 1.333.240 $ | +100.703 $ | +8,2 % | 1.232.537 $ | +429.835 $ | +53,5 % |
| Strategic Financial Services, Inc. | 1.499.697 $ | +20.458 $ | +1,4 % | 1.479.239 $ | -22.534 $ | -1,5 % | 1.501.773 $ | +141.772 $ | +10,4 % | |||
| LCW Services, LLC | 334.077 $ | -876.707 $ | -72,4 % | 1.210.784 $ | -141.484 $ | -10,5 % | 1.352.268 $ | -144.614 $ | -9,7 % | 1.496.882 $ | ||
| Fiduciary Alliance LLC | 1.401.094 $ | -95.260 $ | -6,4 % | 1.496.354 $ | +9.467 $ | +0,6 % | 1.486.887 $ | |||||
| Centurion Wealth Management LLC | 1.367.547 $ | -57.418 $ | -4,0 % | 1.424.965 $ | +30.247 $ | +2,2 % | 1.394.718 $ | -96.884 $ | -6,5 % | 1.491.602 $ | +35.145 $ | +2,4 % |
| Intergy Private Wealth, LLC | 1.431.434 $ | -49.743 $ | -3,4 % | 1.481.177 $ | +48.228 $ | +3,4 % | 1.432.949 $ | +3.623 $ | +0,3 % | 1.429.326 $ | +14.474 $ | +1,0 % |
| Bernardo Wealth Planning LLC | 1.432.444 $ | +9.460 $ | +0,7 % | 1.422.984 $ | -57.235 $ | -3,9 % | 1.480.219 $ | +42.953 $ | +3,0 % | |||
| First Pacific Financial | 1.476.663 $ | +273.062 $ | +22,7 % | 1.203.601 $ | -103.444 $ | -7,9 % | 1.307.045 $ | -94.883 $ | -6,8 % | 1.401.928 $ | +307.750 $ | +28,1 % |
| Compass Ion Advisors, LLC | 1.470.877 $ | +177.008 $ | +13,7 % | 1.293.869 $ | +490.918 $ | +61,1 % | 802.951 $ | +12.025 $ | +1,5 % | |||
| BANK OF MONTREAL /CAN/ | 1.405.365 $ | -63.197 $ | -4,3 % | 1.468.562 $ | +1.332.427 $ | +978,8 % | 136.135 $ | |||||
| Columbus Macro, LLC | 1.365.294 $ | -76.995 $ | -5,3 % | 1.442.289 $ | +20.025 $ | +1,4 % | 1.422.264 $ | -40.471 $ | -2,8 % | 1.462.735 $ | -411 $ | -0,0 % |
| AdvisorNet Financial, Inc | 1.460.869 $ | +593.257 $ | +68,4 % | 867.612 $ | +32.506 $ | +3,9 % | 835.106 $ | +144.493 $ | +20,9 % | 690.613 $ | -376.527 $ | -35,3 % |
| SmartHarvest Portfolios, LLC | 1.457.301 $ | +41.134 $ | +2,9 % | 1.416.167 $ | +43.783 $ | +3,2 % | 1.372.384 $ | |||||
| PRESILIUM PRIVATE WEALTH, LLC | 1.455.015 $ | +81.014 $ | +5,9 % | 1.374.001 $ | +87.401 $ | +6,8 % | 1.286.600 $ | -47.145 $ | -3,5 % | |||
| HANOVER ADVISORS INC | 1.425.648 $ | +19.448 $ | +1,4 % | 1.406.200 $ | -36.419 $ | -2,5 % | 1.442.619 $ | +98.189 $ | +7,3 % | |||
| OPPENHEIMER & CO INC | 1.442.592 $ | +779.554 $ | +117,6 % | 663.038 $ | +430.547 $ | +185,2 % | 232.491 $ | -225.299 $ | -49,2 % | |||
| Schwallier Wealth Management LLC | 1.442.393 $ | +451.360 $ | +45,5 % | 991.033 $ | +118.289 $ | +13,6 % | 872.744 $ | +48.378 $ | +5,9 % | |||
| A4 Wealth Advisors LLC | 1.440.596 $ | +8.221 $ | +0,6 % | 1.432.375 $ | +523.329 $ | +57,6 % | 909.046 $ | +255.276 $ | +39,0 % | 653.770 $ | +171.546 $ | +35,6 % |
| Ascentis Independent Advisors | 1.435.280 $ | +381.636 $ | +36,2 % | 1.053.644 $ | +190.838 $ | +22,1 % | ||||||
| Avid Wealth Partners LLC | 1.434.487 $ | +18.522 $ | +1,3 % | 1.415.965 $ | -95.748 $ | -6,3 % | ||||||
| GAMMA Investing LLC | 1.432.735 $ | +239.098 $ | +20,0 % | 1.193.637 $ | +276.210 $ | +30,1 % | 917.427 $ | +299.313 $ | +48,4 % | 618.114 $ | +103.695 $ | +20,2 % |
| QUANTUM FINANCIAL PARTNERS LLC | 1.432.214 $ | +29.074 $ | +2,1 % | 1.403.140 $ | ||||||||
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 1.114.842 $ | -283.775 $ | -20,3 % | 1.398.617 $ | +72.249 $ | +5,4 % | 1.326.368 $ | -103.366 $ | -7,2 % | 1.429.734 $ | ||
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | 1.420.090 $ | |||||||||||
| BROWN BROTHERS HARRIMAN & CO | 563.613 $ | -408.144 $ | -42,0 % | 971.757 $ | -447.628 $ | -31,5 % | 1.419.385 $ | -212.647 $ | -13,0 % | |||
| BURLING WEALTH PARTNERS, LLC | 1.323.375 $ | -93.202 $ | -6,6 % | 1.416.577 $ | +532.781 $ | +60,3 % | 883.796 $ | +235.940 $ | +36,4 % | |||
| Alhambra Investment Management LLC | 1.340.004 $ | -66.980 $ | -4,8 % | 1.406.984 $ | +30.968 $ | +2,3 % | 1.376.016 $ | +25.629 $ | +1,9 % | 1.350.387 $ | +39.154 $ | +3,0 % |
| Capital Group Private Client Services, Inc. | 1.401.026 $ | +233.515 $ | +20,0 % | 1.167.511 $ | +341.799 $ | +41,4 % | 825.712 $ | +10.322 $ | +1,3 % | |||
| LVW Advisors, LLC | 584.802 $ | -744.239 $ | -56,0 % | 1.329.041 $ | -63.290 $ | -4,5 % | 1.392.331 $ | +39.127 $ | +2,9 % | 1.353.204 $ | +231.485 $ | +20,6 % |
| Tenzing Financial LLC | 1.302.065 $ | -87.155 $ | -6,3 % | 1.389.220 $ | +26.758 $ | +2,0 % | 1.362.462 $ | |||||
| Cypress Wealth Services, LLC | 1.387.623 $ | +182.137 $ | +15,1 % | 1.205.486 $ | +180.633 $ | +17,6 % | 1.024.853 $ | -9.424 $ | -0,9 % | 1.034.277 $ | -353.727 $ | -25,5 % |
| Chemistry Wealth Management LLC | 1.384.502 $ | |||||||||||
| Clearview Wealth Management LLC | 815.816 $ | -568.356 $ | -41,1 % | 1.384.172 $ | +19.331 $ | +1,4 % | 1.364.841 $ | |||||
| Prosperity Planning, Inc. | 1.344.715 $ | -10.803 $ | -0,8 % | 1.355.518 $ | +4.223 $ | +0,3 % | 1.351.295 $ | -31.604 $ | -2,3 % | 1.382.899 $ | +7.552 $ | +0,5 % |
| Lansing Street Advisors | 1.338.386 $ | -31.455 $ | -2,3 % | 1.369.841 $ | -10.862 $ | -0,8 % | 1.380.703 $ | -1.186 $ | -0,1 % | |||
| Coquina Private Wealth LLC | 1.377.469 $ | +24.242 $ | +1,8 % | 1.353.227 $ | -19.976 $ | -1,5 % | 1.373.203 $ | |||||
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1.219.331 $ | -82.902 $ | -6,4 % | 1.302.233 $ | -72.486 $ | -5,3 % | 1.374.719 $ | +79.953 $ | +6,2 % | 1.294.766 $ | +35.706 $ | +2,8 % |
| Revisor Wealth Management LLC | 864.641 $ | -108.054 $ | -11,1 % | 972.695 $ | -222.011 $ | -18,6 % | 1.194.706 $ | -179.571 $ | -13,1 % | 1.374.277 $ | +286.285 $ | +26,3 % |
| Cranbrook Wealth Management, LLC | 1.370.596 $ | +35.560 $ | +2,7 % | 1.335.036 $ | +303.297 $ | +29,4 % | 1.031.739 $ | +12.329 $ | +1,2 % | |||
| Human Investing LLC | 1.368.346 $ | +116.923 $ | +9,3 % | 1.251.423 $ | +214.703 $ | +20,7 % | 1.036.720 $ | +36.759 $ | +3,7 % | 999.961 $ | -15.705 $ | -1,5 % |
| Signal Advisors Wealth, LLC | 1.366.273 $ | +84.108 $ | +6,6 % | 1.282.165 $ | +720.816 $ | +128,4 % | 561.349 $ | |||||
| Koshinski Asset Management, Inc. | 1.179.671 $ | -186.408 $ | -13,6 % | 1.366.079 $ | +365.358 $ | +36,5 % | 1.000.721 $ | |||||
| Range Advisory, LLC | 934.594 $ | +408.148 $ | +77,5 % | 526.446 $ | -835.761 $ | -61,4 % | 1.362.207 $ | |||||
| Central Pacific Bank - Trust Division | 1.275.405 $ | -86.714 $ | -6,4 % | 1.362.119 $ | ||||||||
| ARS Wealth Advisors Group, LLC | 1.289.518 $ | -52.673 $ | -3,9 % | 1.342.191 $ | +358.809 $ | +36,5 % | 983.382 $ | -7.884 $ | -0,8 % | 991.266 $ | +377.908 $ | +61,6 % |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 869.925 $ | -221.469 $ | -20,3 % | 1.091.394 $ | -249.740 $ | -18,6 % | 1.341.134 $ | +142.658 $ | +11,9 % | |||
| TUDOR INVESTMENT CORP ET AL | 1.339.746 $ | +430.805 $ | +47,4 % | 908.941 $ | ||||||||
| Ausdal Financial Partners, Inc. | 1.332.909 $ | +428.281 $ | +47,3 % | 904.628 $ | +33.464 $ | +3,8 % | 871.164 $ | -578.846 $ | -39,9 % | |||
| Acorn Wealth Advisors, LLC | 1.332.251 $ | +586.450 $ | +78,6 % | 745.801 $ | +150.330 $ | +25,2 % | 595.471 $ | -7.508 $ | -1,2 % | 602.979 $ | -18.992 $ | -3,1 % |
| 5T Wealth, LLC | 1.213.363 $ | -112.564 $ | -8,5 % | 1.325.927 $ | +89.899 $ | +7,3 % | 1.236.028 $ | +432.354 $ | +53,8 % | |||
| Sigma Planning Corp | 757.323 $ | -568.181 $ | -42,9 % | 1.325.504 $ | +24.779 $ | +1,9 % | 1.300.725 $ | +195.631 $ | +17,7 % | |||
| Boyd Wealth Management, LLC | 1.006.826 $ | -68.454 $ | -6,4 % | 1.075.280 $ | -237.974 $ | -18,1 % | 1.313.254 $ | -10.530 $ | -0,8 % | 1.323.784 $ | -538.419 $ | -28,9 % |
| EAGLE GLOBAL ADVISORS LLC | 1.317.609 $ | +42.920 $ | +3,4 % | 1.274.689 $ | -10.220 $ | -0,8 % | 1.284.909 $ | -388 $ | -0,0 % | |||
| Tower Research Capital LLC (TRC) | 1.316.901 $ | +1.304.329 $ | +10.374,9 % | 12.572 $ | -5.532 $ | -30,6 % | 18.104 $ | +1.981 $ | +12,3 % | |||
| Horizon Investments, LLC | 639.639 $ | -670.958 $ | -51,2 % | 1.310.597 $ | +809.859 $ | +161,7 % | 500.738 $ | -10.854 $ | -2,1 % | |||
| HHM Wealth Advisors, LLC | 1.301.980 $ | +10.677 $ | +0,8 % | 1.291.303 $ | +79.515 $ | +6,6 % | 1.211.788 $ | -592.185 $ | -32,8 % | |||
| Revolve Wealth Partners, LLC | 960.008 $ | -42.033 $ | -4,2 % | 1.002.041 $ | -299.213 $ | -23,0 % | 1.301.254 $ | +174.529 $ | +15,5 % | |||
| NORDEN GROUP LLC | 1.282.509 $ | +185.125 $ | +16,9 % | 1.097.384 $ | +14.023 $ | +1,3 % | 1.083.361 $ | -31.569 $ | -2,8 % | 1.114.930 $ | +62.609 $ | +5,9 % |
| CreativeOne Wealth, LLC | 1.203.972 $ | +133.981 $ | +12,5 % | 1.069.991 $ | -203.585 $ | -16,0 % | 1.273.576 $ | +383.798 $ | +43,1 % | |||
| Lakewood Asset Management LLC | 1.179.588 $ | -92.995 $ | -7,3 % | 1.272.583 $ | +15.365 $ | +1,2 % | ||||||
| Investor's Fiduciary Advisor Network, LLC | 1.270.000 $ | |||||||||||
| Aviance Capital Partners, LLC | 1.060.339 $ | -205.444 $ | -16,2 % | 1.265.783 $ | +10.257 $ | +0,8 % | 1.255.526 $ | +8.311 $ | +0,7 % | |||
| Alliance Wealth Advisors, LLC | 1.184.000 $ | -80.500 $ | -6,4 % | 1.264.500 $ | +17.250 $ | +1,4 % | 1.247.250 $ | -10.000 $ | -0,8 % | 1.257.250 $ | +5.500 $ | +0,4 % |
| CHOREO, LLC | 1.186.884 $ | +260.911 $ | +28,2 % | 925.973 $ | -337.488 $ | -26,7 % | 1.263.461 $ | +26.150 $ | +2,1 % | |||
| HARBOUR INVESTMENT MANAGEMENT LLC | 1.261.718 $ | +17.212 $ | +1,4 % | 1.244.506 $ | -9.978 $ | -0,8 % | 1.254.484 $ | +5.488 $ | +0,4 % | |||
| GC Wealth Management RIA, LLC | 1.260.707 $ | +257.818 $ | +25,7 % | 1.002.889 $ | +464.937 $ | +86,4 % | 537.952 $ | +154.466 $ | +40,3 % | |||
| Center for Financial Planning, Inc. | 1.256.863 $ | +17.146 $ | +1,4 % | 1.239.717 $ | +17.720 $ | +1,5 % | 1.221.997 $ | +5.346 $ | +0,4 % | |||
| NewEdge Wealth, LLC | 1.224.810 $ | -30.545 $ | -2,4 % | 1.255.355 $ | +38.940 $ | +3,2 % | 1.216.415 $ | -323.318 $ | -21,0 % | |||
| JAMES INVESTMENT RESEARCH, INC. | 1.241.306 $ | -12.623 $ | -1,0 % | 1.253.929 $ | +17.106 $ | +1,4 % | 1.236.823 $ | +544 $ | +0,0 % | 1.236.279 $ | -217.403 $ | -15,0 % |
| Bouchey Financial Group, Ltd. | 1.249.782 $ | +66.058 $ | +5,6 % | 1.183.724 $ | +113.703 $ | +10,6 % | 1.070.021 $ | -361.180 $ | -25,2 % | |||
| White Lighthouse Investment Management Inc. | 1.168.703 $ | -79.460 $ | -6,4 % | 1.248.163 $ | +47.909 $ | +4,0 % | 1.200.254 $ | -19.681 $ | -1,6 % | 1.219.935 $ | +79.691 $ | +7,0 % |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 593.374 $ | -646.603 $ | -52,1 % | 1.239.977 $ | +21.784 $ | +1,8 % | 1.218.193 $ | +431.210 $ | +54,8 % | 786.983 $ | +7.221 $ | +0,9 % |
| WealthShield Partners, LLC | 1.119.032 $ | -120.381 $ | -9,7 % | 1.239.413 $ | +61.890 $ | +5,3 % | 1.177.523 $ | -233.716 $ | -16,6 % | |||
| Blankinship & Foster, LLC | 780.933 $ | -48.583 $ | -5,9 % | 829.516 $ | +15.644 $ | +1,9 % | 813.872 $ | -422.327 $ | -34,2 % | 1.236.199 $ | -7.641 $ | -0,6 % |
| Legacy Financial Advisors, Inc. | 1.027.365 $ | -17.466 $ | -1,7 % | 1.044.831 $ | -191.282 $ | -15,5 % | 1.236.113 $ | -107.594 $ | -8,0 % | |||
| Capital Investment Counsel, LLC | 1.234.154 $ | |||||||||||
| TITLEIST ASSET MANAGEMENT, LLC | 1.230.723 $ | +787.441 $ | +177,6 % | 443.282 $ | -183.266 $ | -29,3 % | 626.548 $ | +229.530 $ | +57,8 % | 397.018 $ | +89.656 $ | +29,2 % |
| Trilogy Capital Inc. | 1.163.895 $ | -65.812 $ | -5,4 % | 1.229.707 $ | +32.343 $ | +2,7 % | 1.197.364 $ | +23.495 $ | +2,0 % | 1.173.869 $ | +882.211 $ | +302,5 % |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 1.115.289 $ | +15.215 $ | +1,4 % | 1.100.074 $ | -129.516 $ | -10,5 % | 1.229.590 $ | -759.440 $ | -38,2 % | |||
| Pinnacle Bancorp, Inc. | 703.415 $ | -523.580 $ | -42,7 % | 1.226.995 $ | +39.288 $ | +3,3 % | 1.187.707 $ | -13.294 $ | -1,1 % | 1.201.001 $ | +26.038 $ | +2,2 % |
| Eldridge Investment Advisors, Inc. | 1.225.809 $ | +104.773 $ | +9,3 % | 1.121.036 $ | +182.084 $ | +19,4 % | 938.952 $ | +67.818 $ | +7,8 % | |||
| Souders Financial Advisors | 1.223.702 $ | +91.523 $ | +8,1 % | 1.132.179 $ | -35.503 $ | -3,0 % | ||||||
| BLB&B Advisors, LLC | 1.220.496 $ | +16.650 $ | +1,4 % | 1.203.846 $ | -9.652 $ | -0,8 % | 1.213.498 $ | +5.308 $ | +0,4 % | |||
| Bienville Capital Management, LLC | 1.216.449 $ | |||||||||||
| Veracity Capital LLC | 1.214.932 $ | +16.574 $ | +1,4 % | 1.198.358 $ | -9.608 $ | -0,8 % | 1.207.966 $ | +5.285 $ | +0,4 % | |||
| FLAGSHIP HARBOR ADVISORS, LLC | 1.212.757 $ | +216.104 $ | +21,7 % | 996.653 $ | +485.258 $ | +94,9 % | 511.395 $ | +174.073 $ | +51,6 % | |||
| Life Planning Partners, Inc | 1.127.498 $ | -68.266 $ | -5,7 % | 1.195.764 $ | -14.617 $ | -1,2 % | 1.210.381 $ | -370.780 $ | -23,4 % | |||
| Sierra Capital LLC | 1.205.321 $ | |||||||||||
| AQR CAPITAL MANAGEMENT LLC | 1.076.496 $ | -118.421 $ | -9,9 % | 1.194.917 $ | -9.579 $ | -0,8 % | 1.204.496 $ | -289 $ | -0,0 % | |||
| Privatperson | 1.202.000 $ | +24.000 $ | +2,0 % | 1.178.000 $ | -3.000 $ | -0,3 % | 1.181.000 $ | +16.000 $ | +1,4 % | |||
| Canopy Partners, LLC | 1.086.812 $ | -84.206 $ | -7,2 % | 1.171.018 $ | -30.561 $ | -2,5 % | 1.201.579 $ | -51.723 $ | -4,1 % | |||
| ShoreHaven Wealth Partners, LLC | 1.190.204 $ | +594.220 $ | +99,7 % | 595.984 $ | +25.741 $ | +4,5 % | 570.243 $ | -174.150 $ | -23,4 % | 744.393 $ | -16.170 $ | -2,1 % |
| Park Place Capital Corp | 1.151.824 $ | +25.220 $ | +2,2 % | 1.126.604 $ | -61.421 $ | -5,2 % | 1.188.025 $ | +18.429 $ | +1,6 % | |||
| Carter Financial Group, INC. | 1.180.306 $ | +27.133 $ | +2,4 % | 1.153.173 $ | +139.608 $ | +13,8 % | 1.013.565 $ | -22.007 $ | -2,1 % | 1.035.572 $ | +30.116 $ | +3,0 % |
| Wealth Alliance Advisory Group, LLC | 1.102.636 $ | -74.968 $ | -6,4 % | 1.177.604 $ | +16.065 $ | +1,4 % | 1.161.539 $ | -9.313 $ | -0,8 % | 1.170.852 $ | +5.122 $ | +0,4 % |
| Breakwater Capital Group | 770.642 $ | -382.885 $ | -33,2 % | 1.153.527 $ | -15.795 $ | -1,4 % | 1.169.322 $ | -6.358 $ | -0,5 % | 1.175.680 $ | +46.852 $ | +4,2 % |
| XTX Topco Ltd | 1.175.075 $ | +50.006 $ | +4,4 % | 1.125.069 $ | +522.444 $ | +86,7 % | 602.625 $ | |||||
| Prospera Financial Services Inc | 1.060.319 $ | -114.442 $ | -9,7 % | 1.174.761 $ | +82.237 $ | +7,5 % | 1.092.524 $ | +3.144 $ | +0,3 % | |||
| TriaGen Wealth Management LLC | 1.093.827 $ | -74.369 $ | -6,4 % | 1.168.196 $ | +15.937 $ | +1,4 % | 1.152.259 $ | -9.239 $ | -0,8 % | 1.161.498 $ | +5.081 $ | +0,4 % |
| Tenon Financial LLC | 1.093.298 $ | -74.333 $ | -6,4 % | 1.167.631 $ | +81.875 $ | +7,5 % | 1.085.756 $ | -8.705 $ | -0,8 % | 1.094.461 $ | +10.645 $ | +1,0 % |
| Rossby Financial, LCC | 1.164.321 $ | +67.815 $ | +6,2 % | 1.096.506 $ | +1.054.363 $ | +2.501,9 % | 42.143 $ | +251 $ | +0,6 % | |||
| Root Financial Partners, LLC | 958.779 $ | -199.302 $ | -17,2 % | 1.158.081 $ | +42.816 $ | +3,8 % | 1.115.265 $ | +28.382 $ | +2,6 % | 1.086.883 $ | -321.920 $ | -22,9 % |
| HSBC HOLDINGS PLC | 581.518 $ | +7.933 $ | +1,4 % | 573.585 $ | -582.783 $ | -50,4 % | 1.156.368 $ | |||||
| Integrity Investment Advisors, LLC | 882.690 $ | -254.655 $ | -22,4 % | 1.137.345 $ | -18.383 $ | -1,6 % | 1.155.728 $ | +360.124 $ | +45,3 % | |||
| CUTLER INVESTMENT COUNSEL LLC | 1.069.464 $ | +14.589 $ | +1,4 % | 1.054.875 $ | -98.979 $ | -8,6 % | 1.153.854 $ | +5.047 $ | +0,4 % | |||
| Perennial Advisors, LLC | 1.086.439 $ | -56.518 $ | -4,9 % | 1.142.957 $ | -4.414 $ | -0,4 % | 1.147.371 $ | +8.956 $ | +0,8 % | 1.138.415 $ | +223 $ | +0,0 % |
| Stonehearth Capital Management, LLC | 1.146.868 $ | |||||||||||
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 951.622 $ | -188.823 $ | -16,6 % | 1.140.445 $ | -5.970 $ | -0,5 % | 1.146.415 $ | -969.847 $ | -45,8 % | |||
| CFO4Life Group, LLC | 1.145.481 $ | +19.578 $ | +1,7 % | 1.125.903 $ | -8.691 $ | -0,8 % | 1.134.594 $ | +50.531 $ | +4,7 % | |||
| D.A. DAVIDSON & CO. | 1.145.244 $ | +326.519 $ | +39,9 % | 818.725 $ | +11.732 $ | +1,5 % | 806.993 $ | -11.224 $ | -1,4 % | |||
| U.S. Capital Wealth Advisors, LLC | 1.142.980 $ | +127.826 $ | +12,6 % | 1.015.154 $ | +133.572 $ | +15,2 % | ||||||
| Western Wealth Management, LLC | 1.141.361 $ | +188.041 $ | +19,7 % | 953.320 $ | +278.393 $ | +41,2 % | 674.927 $ | -15.238 $ | -2,2 % | |||
| Navigate Wealth Management, LLC | 592.636 $ | -545.566 $ | -47,9 % | 1.138.202 $ | +141.937 $ | +14,2 % | 996.265 $ | |||||
| XML Financial, LLC | 1.131.983 $ | +571.106 $ | +101,8 % | 560.877 $ | +162.303 $ | +40,7 % | 398.574 $ | |||||
| AE Wealth Management LLC | 1.106.672 $ | +238.211 $ | +27,4 % | 868.461 $ | -262.286 $ | -23,2 % | 1.130.747 $ | +482.447 $ | +74,4 % | |||
| Farrell Financial LLC | 1.025.529 $ | -61.322 $ | -5,6 % | 1.086.851 $ | +22.886 $ | +2,2 % | 1.063.965 $ | -61.851 $ | -5,5 % | 1.125.816 $ | +153.533 $ | +15,8 % |
| Hilltop Partners LLC | 734.039 $ | -238.338 $ | -24,5 % | 972.377 $ | -152.531 $ | -13,6 % | 1.124.908 $ | -285.533 $ | -20,2 % | |||
| FSM Wealth Advisors, LLC | 583.643 $ | -181.620 $ | -23,7 % | 765.263 $ | -355.953 $ | -31,7 % | 1.121.216 $ | +47.164 $ | +4,4 % | |||
| Leo Wealth, LLC | 1.025.891 $ | -93.534 $ | -8,4 % | 1.119.425 $ | +480.693 $ | +75,3 % | ||||||
| Triad Wealth Partners, LLC | 1.117.694 $ | +461.569 $ | +70,3 % | 656.125 $ | +164.716 $ | +33,5 % | 491.409 $ | +49.073 $ | +11,1 % | |||
| EXCHANGE TRADED CONCEPTS, LLC | 1.114.829 $ | +404.386 $ | +56,9 % | |||||||||
| Ocean Park Asset Management, LLC | 1.114.829 $ | +404.386 $ | +56,9 % | |||||||||
| Trellis Wealth Advisors LLC | 1.112.023 $ | +585.531 $ | +111,2 % | 526.492 $ | +28.244 $ | +5,7 % | 498.248 $ | +106.396 $ | +27,2 % | 391.852 $ | +3.220 $ | +0,8 % |
| Belpointe Asset Management LLC | 318.907 $ | -373.915 $ | -54,0 % | 692.822 $ | -417.329 $ | -37,6 % | 1.110.151 $ | -111.407 $ | -9,1 % | |||
| Aletheian Wealth Advisors LLC | 1.042.346 $ | -60.753 $ | -5,5 % | 1.103.099 $ | +15.048 $ | +1,4 % | 1.088.051 $ | -386.410 $ | -26,2 % | |||
| Johnson Bixby & Associates, LLC | 611.844 $ | -41.599 $ | -6,4 % | 653.443 $ | +46.282 $ | +7,6 % | 607.161 $ | -491.575 $ | -44,7 % | 1.098.736 $ | -255.658 $ | -18,9 % |
| LifeGoal Investments, LLC | 1.077.598 $ | +53.433 $ | +5,2 % | 1.024.165 $ | -59.003 $ | -5,4 % | 1.083.168 $ | -12.701 $ | -1,2 % | 1.095.869 $ | +654.483 $ | +148,3 % |
| ACCREDITED INVESTOR SERVICES, LLC | 761.833 $ | -323.007 $ | -29,8 % | 1.084.840 $ | +59.850 $ | +5,8 % | 1.024.990 $ | -13.348 $ | -1,3 % | 1.038.338 $ | +4.543 $ | +0,4 % |
| Daybright Advisory Services, Inc. | 1.082.539 $ | +5.811 $ | +0,5 % | 1.076.728 $ | -2.466 $ | -0,2 % | 1.079.194 $ | |||||
| KRM WEALTH MANAGEMENT L.L.C. | 1.073.688 $ | +38.251 $ | +3,7 % | 1.035.437 $ | +4.528 $ | +0,4 % | 1.030.909 $ | |||||
| PKS Advisory Services, LLC | 1.070.283 $ | +176.185 $ | +19,7 % | 894.098 $ | +185.390 $ | +26,2 % | 708.708 $ | -78.113 $ | -9,9 % | |||
| ABLE Financial Group, LLC | 749.235 $ | -248.506 $ | -24,9 % | 997.741 $ | -5.098 $ | -0,5 % | 1.002.839 $ | -65.974 $ | -6,2 % | 1.068.813 $ | +125.795 $ | +13,3 % |
| Donalies Financial Planning, LLC | 1.006.765 $ | -58.239 $ | -5,5 % | 1.065.004 $ | +323.125 $ | +43,6 % | 741.879 $ | +22.156 $ | +3,1 % | 719.723 $ | ||
| Bravias Capital Group, LLC | 1.061.119 $ | |||||||||||
| FIRST MANHATTAN CO. LLC. | 558.858 $ | -232.298 $ | -29,4 % | 791.156 $ | -266.292 $ | -25,2 % | 1.057.448 $ | -113.539 $ | -9,7 % | |||
| Carter Financial, LLC | 1.025.408 $ | +13.988 $ | +1,4 % | 1.011.420 $ | -44.117 $ | -4,2 % | 1.055.537 $ | |||||
| Saxony Capital Management, LLC | 1.035.865 $ | |||||||||||
| CAPE COD FIVE CENTS SAVINGS BANK | 394.625 $ | -636.618 $ | -61,7 % | 1.031.243 $ | +0 $ | +0,0 % | ||||||
| Columbia Bank | 1.028.291 $ | +14.027 $ | +1,4 % | 1.014.264 $ | -8.132 $ | -0,8 % | 1.022.396 $ | -1.220 $ | -0,1 % | |||
| Boxwood Ventures, Inc. | 515.410 $ | -501.348 $ | -49,3 % | 1.016.758 $ | -8.152 $ | -0,8 % | 1.024.910 $ | +4.483 $ | +0,4 % | |||
| CHILTON INVESTMENT CO INC. | 832.547 $ | +11.358 $ | +1,4 % | 821.189 $ | -201.358 $ | -19,7 % | 1.022.547 $ | |||||
| Bristlecone Value Partners, LLC | 1.021.109 $ | +67.811 $ | +7,1 % | 953.298 $ | -24.138 $ | -2,5 % | 977.436 $ | |||||
| Wolff Financial Management LLC | 1.019.013 $ | +18.740 $ | +1,9 % | 1.000.273 $ | -4.737 $ | -0,5 % | 1.005.010 $ | +10.797 $ | +1,1 % | |||
| Evergreen Advisors, LLC | 1.014.125 $ | +13.834 $ | +1,4 % | 1.000.291 $ | ||||||||
| KMT WEALTH MANAGEMENT, LLC | 1.012.767 $ | |||||||||||
| COMMUNITY TRUST & INVESTMENT CO | 953.593 $ | -57.101 $ | -5,6 % | 1.010.694 $ | ||||||||
| Checchi Capital Advisers, LLC | 1.004.519 $ | +13.704 $ | +1,4 % | 990.815 $ | -7.944 $ | -0,8 % | 998.759 $ | +4.369 $ | +0,4 % | |||
| DIMENSION CAPITAL MANAGEMENT LLC | 1.003.507 $ | +13.689 $ | +1,4 % | 989.818 $ | ||||||||
| Occidental Asset Management, LLC | 1.003.305 $ | +335.178 $ | +50,2 % | 668.127 $ | -35.782 $ | -5,1 % | 703.909 $ | +143.275 $ | +25,6 % | |||
| FF Advisors,LLC | 893.399 $ | +222.051 $ | +33,1 % | 671.348 $ | -239.476 $ | -26,3 % | 910.824 $ | -91.456 $ | -9,1 % | 1.002.280 $ | +162.105 $ | +19,3 % |
| SVRN Asset Management, LLC | 787.488 $ | -29.169 $ | -3,6 % | 816.657 $ | -176.779 $ | -17,8 % | 993.436 $ | |||||
| Evolution Advisers, Inc. | 993.000 $ | +17.000 $ | +1,7 % | 976.000 $ | +107.000 $ | +12,3 % | 869.000 $ | +79.000 $ | +10,0 % | |||
| Journey Beyond Wealth, LLC | 983.276 $ | +6.978 $ | +0,7 % | 976.298 $ | -15.622 $ | -1,6 % | 991.920 $ | -20.446 $ | -2,0 % | |||
| BDFS Capital LLC | 576.080 $ | -414.034 $ | -41,8 % | 990.114 $ | +465.204 $ | +88,6 % | 524.910 $ | -7.223 $ | -1,4 % | 532.133 $ | ||
| Taylor Hoffman Capital Management LLC | 987.827 $ | +13.475 $ | +1,4 % | 974.352 $ | +10.092 $ | +1,0 % | 964.260 $ | -49.808 $ | -4,9 % | |||
| Kohmann Bosshard Financial Services, LLC | 972.148 $ | +1.139 $ | +0,1 % | 971.009 $ | -12.967 $ | -1,3 % | 983.976 $ | +168.235 $ | +20,6 % | |||
| Brio Consultants, LLC | 979.633 $ | +333.589 $ | +51,6 % | 646.044 $ | -22.750 $ | -3,4 % | 668.794 $ | +103.394 $ | +18,3 % | |||
| Peak Retirement Planning, Inc. | 882.404 $ | -95.650 $ | -9,8 % | 978.054 $ | +393.165 $ | +67,2 % | 584.889 $ | -184.600 $ | -24,0 % | |||
| Icon Wealth Advisors, LLC | 683.589 $ | -289.372 $ | -29,7 % | 972.961 $ | +16.023 $ | +1,7 % | ||||||
| Kathmere Capital Management, LLC | 910.117 $ | -61.879 $ | -6,4 % | 971.996 $ | +13.260 $ | +1,4 % | 958.736 $ | |||||
| MidWestOne Financial Group, Inc. | 971.100 $ | +4.248 $ | +0,4 % | |||||||||
| Silver Coast Investments LLC | 970.884 $ | +87.381 $ | +9,9 % | 883.503 $ | +125.934 $ | +16,6 % | 757.569 $ | +45.473 $ | +6,4 % | |||
| Heritage Financial Services, LLC | 970.748 $ | +6.550 $ | +0,7 % | |||||||||
| DIVERSIFIED MANAGEMENT INC | 968.642 $ | |||||||||||
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 762.259 $ | -206.095 $ | -21,3 % | 968.354 $ | +13.210 $ | +1,4 % | 955.144 $ | |||||
| Verdence Capital Advisors LLC | 435.827 $ | +6.181 $ | +1,4 % | 429.646 $ | -538.511 $ | -55,6 % | 968.157 $ | -364.434 $ | -27,3 % | |||
| Cassady Wealth & Retirement Planning, LLC | 714.594 $ | -251.962 $ | -26,1 % | 966.556 $ | -1.325 $ | -0,1 % | 967.881 $ | |||||
| Ethos Financial Group, LLC | 855.055 $ | +13.693 $ | +1,6 % | 841.362 $ | -125.061 $ | -12,9 % | 966.423 $ | -191.145 $ | -16,5 % | |||
| WHITTIER TRUST CO OF NEVADA INC | 812.417 $ | -142.468 $ | -14,9 % | 954.885 $ | -9.557 $ | -1,0 % | 964.442 $ | +222.339 $ | +30,0 % | |||
| WPG Advisers, LLC | 956.670 $ | -1.717 $ | -0,2 % | 958.387 $ | -4.616 $ | -0,5 % | 963.003 $ | -3.098 $ | -0,3 % | |||
| Seaside Wealth Management, Inc. | 962.081 $ | +14.970 $ | +1,6 % | 947.111 $ | -7.596 $ | -0,8 % | 954.707 $ | -270.656 $ | -22,1 % | |||
| LOCKERMAN FINANCIAL GROUP, INC. | 931.098 $ | -18.808 $ | -2,0 % | 949.906 $ | -7.616 $ | -0,8 % | 957.522 $ | +9.446 $ | +1,0 % | |||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 848.570 $ | -107.258 $ | -11,2 % | 955.828 $ | +297.676 $ | +45,2 % | 658.152 $ | -1.575 $ | -0,2 % | |||
| EPG Wealth Management LLC | 952.839 $ | +24.006 $ | +2,6 % | 928.833 $ | +32.066 $ | +3,6 % | 896.767 $ | -67.265 $ | -7,0 % | |||
| Kastel Capital Advisors, LLC | 952.743 $ | |||||||||||
| StoneX Group Inc. | 951.216 $ | +247.281 $ | +35,1 % | 703.935 $ | +1.177 $ | +0,2 % | 702.758 $ | +198.669 $ | +39,4 % | |||
| Clearwater Capital Advisors, LLC | 947.465 $ | +27.393 $ | +3,0 % | 920.072 $ | +5.045 $ | +0,6 % | 915.027 $ | +16.420 $ | +1,8 % | |||
| Integrity Advisory Solutions, LLC | 945.492 $ | +109.984 $ | +13,2 % | 835.508 $ | +458.283 $ | +121,5 % | 377.225 $ | +26.084 $ | +7,4 % | |||
| MMA ASSET MANAGEMENT LLC | 943.266 $ | +49.287 $ | +5,5 % | 893.979 $ | +212.727 $ | +31,2 % | ||||||
| Frank, Rimerman Advisors LLC | 881.541 $ | -59.936 $ | -6,4 % | 941.477 $ | +12.843 $ | +1,4 % | 928.634 $ | -7.445 $ | -0,8 % | 936.079 $ | +4.095 $ | +0,4 % |
| Stirlingshire Investments, Inc. | 918.330 $ | +5.985 $ | +0,7 % | 912.345 $ | -28.582 $ | -3,0 % | 940.927 $ | |||||
| FIFTH THIRD SECURITIES, INC. | 939.101 $ | |||||||||||
| PLANNING DIRECTIONS INC | 644.703 $ | +14.117 $ | +2,2 % | 630.586 $ | -302.351 $ | -32,4 % | 932.937 $ | +14.474 $ | +1,6 % | |||
| HENGEHOLD CAPITAL MANAGEMENT LLC | 749.456 $ | +1.850 $ | +0,2 % | 747.606 $ | +45.154 $ | +6,4 % | 702.452 $ | -224.443 $ | -24,2 % | 926.895 $ | +3.804 $ | +0,4 % |
| ELEVATE WEALTH ADVISORY, INC | 922.579 $ | +23.262 $ | +2,6 % | 899.317 $ | +1.640 $ | +0,2 % | 897.677 $ | +3.927 $ | +0,4 % | |||
| Ballast Rock Private Wealth LLC | 917.019 $ | +4.181 $ | +0,5 % | 912.838 $ | +10.061 $ | +1,1 % | 902.777 $ | |||||
| Factor Wealth Management LTD | 607.436 $ | -307.827 $ | -33,6 % | 915.263 $ | +20.040 $ | +2,2 % | 895.223 $ | -2.051 $ | -0,2 % | 897.274 $ | -2.907 $ | -0,3 % |
| Summit Asset Management, LLC | 910.845 $ | |||||||||||
| Hudock, Inc. | 815.541 $ | -91.317 $ | -10,1 % | 906.858 $ | +17.599 $ | +2,0 % | 889.259 $ | -3.587 $ | -0,4 % | 892.846 $ | -98.027 $ | -9,9 % |
| Veridan Wealth LLC | 785.740 $ | -115.340 $ | -12,8 % | 901.080 $ | +109.590 $ | +13,8 % | 791.490 $ | +83.854 $ | +11,8 % | |||
| AMERICAN NATIONAL BANK & TRUST | 660.245 $ | +5.402 $ | +0,8 % | 654.843 $ | -11.974 $ | -1,8 % | 666.817 $ | -232.117 $ | -25,8 % | 898.934 $ | -498.520 $ | -35,7 % |
| Davis Wealth Advisors, LLC | 766.494 $ | -26.010 $ | -3,3 % | 792.504 $ | -102.558 $ | -11,5 % | 895.062 $ | -135.812 $ | -13,2 % | |||
| JOHNSON INVESTMENT COUNSEL INC | 469.231 $ | -421.156 $ | -47,3 % | 890.387 $ | ||||||||
| Andrews Advisory Associates, LLC | 218.472 $ | -670.977 $ | -75,4 % | 889.449 $ | +270.214 $ | +43,6 % | 619.235 $ | +387.247 $ | +166,9 % | 231.988 $ | ||
| RED REEF ADVISORS LLC | 690.265 $ | +9.416 $ | +1,4 % | 680.849 $ | -206.719 $ | -23,3 % | 887.568 $ | |||||
| Procyon Advisors, LLC | 886.392 $ | +393.892 $ | +80,0 % | 492.500 $ | -101.604 $ | -17,1 % | 594.104 $ | +101.008 $ | +20,5 % | 493.096 $ | -128.726 $ | -20,7 % |
| Copper Harbor Investment Advisors, LLC | 565.242 $ | -318.888 $ | -36,1 % | 884.130 $ | ||||||||
| Retirement Planning Group, LLC | 535.318 $ | -68.737 $ | -11,4 % | 604.055 $ | -279.657 $ | -31,6 % | 883.712 $ | +178.319 $ | +25,3 % | 705.393 $ | -161.543 $ | -18,6 % |
| MCF Advisors LLC | 881.256 $ | +208.439 $ | +31,0 % | 672.817 $ | -10.609 $ | -1,6 % | 683.426 $ | +490.039 $ | +253,4 % | |||
| Avior Wealth Management, LLC | 875.281 $ | |||||||||||
| HORAN Wealth, LLC | 874.416 $ | +8.533 $ | +1,0 % | 865.883 $ | -137.337 $ | -13,7 % | ||||||
| Charles Schwab Trust Co | 815.113 $ | -55.419 $ | -6,4 % | 870.532 $ | +11.875 $ | +1,4 % | 858.657 $ | -6.884 $ | -0,8 % | 865.541 $ | +3.786 $ | +0,4 % |
| PARSONS CAPITAL MANAGEMENT INC/RI | 869.370 $ | +36.705 $ | +4,4 % | 832.665 $ | -691 $ | -0,1 % | 833.356 $ | |||||
| WESBANCO BANK INC | 864.716 $ | +219.887 $ | +34,1 % | 644.829 $ | ||||||||
| Silver Grove Financial Group, Inc. | 862.730 $ | +492.823 $ | +133,2 % | 369.907 $ | +2.427 $ | +0,7 % | 367.480 $ | +21.299 $ | +6,2 % | |||
| FIRST MERCHANTS CORP | 556.480 $ | -37.835 $ | -6,4 % | 594.315 $ | -228.870 $ | -27,8 % | 823.185 $ | -36.523 $ | -4,2 % | 859.708 $ | +3.761 $ | +0,4 % |
| Apex Wealth Management, LLC | 849.699 $ | +549.842 $ | +183,4 % | 299.857 $ | -2.634 $ | -0,9 % | 302.491 $ | -83.603 $ | -21,7 % | |||
| BridgePort Financial Solutions, LLC | 692.623 $ | -156.423 $ | -18,4 % | 849.046 $ | -129.472 $ | -13,2 % | ||||||
| Serenity Investment Advisors | 624.452 $ | -224.007 $ | -26,4 % | 848.459 $ | ||||||||
| W.H. Cornerstone Investments Inc. | 844.563 $ | +5.935 $ | +0,7 % | 838.628 $ | -4.602 $ | -0,5 % | 843.230 $ | +7.827 $ | +0,9 % | |||
| PFG Investments, LLC | 815.708 $ | -20.581 $ | -2,5 % | 836.289 $ | +36.553 $ | +4,6 % | 799.736 $ | +13.427 $ | +1,7 % | |||
| LEVEL FOUR ADVISORY SERVICES, LLC | 835.108 $ | +252.293 $ | +43,3 % | 582.815 $ | +168.023 $ | +40,5 % | 414.792 $ | +214.612 $ | +107,2 % | |||
| SOUTHERN MICHIGAN BANK & TRUST | 479.615 $ | -32.609 $ | -6,4 % | 512.224 $ | -315.451 $ | -38,1 % | 827.675 $ | |||||
| COFG Advisors, LLC | 365.777 $ | -461.870 $ | -55,8 % | 827.647 $ | +114.751 $ | +16,1 % | 712.896 $ | |||||
| INSPIRION WEALTH ADVISORS, LLC | 775.946 $ | -50.954 $ | -6,2 % | 826.900 $ | +9.502 $ | +1,2 % | 817.398 $ | -6.553 $ | -0,8 % | 823.951 $ | ||
| Ponta Wealth Partners, LLC | 824.353 $ | +88.076 $ | +12,0 % | 736.277 $ | ||||||||
| Keener Financial Planning LLC | 824.000 $ | +64.000 $ | +8,4 % | 760.000 $ | +99.000 $ | +15,0 % | 661.000 $ | -224.000 $ | -25,3 % | |||
| Cypress Point Wealth Management, LLC | 823.038 $ | +11.227 $ | +1,4 % | 811.811 $ | -6.508 $ | -0,8 % | 818.319 $ | +3.579 $ | +0,4 % | |||
| Horizons Wealth Management | 809.998 $ | -6.452 $ | -0,8 % | 816.450 $ | -6.546 $ | -0,8 % | 822.996 $ | +145.649 $ | +21,5 % | |||
| BAKER TILLY WEALTH MANAGEMENT, LLC | 822.312 $ | +45.251 $ | +5,8 % | 777.061 $ | +10.601 $ | +1,4 % | 766.460 $ | +109.471 $ | +16,7 % | 656.989 $ | -420.867 $ | -39,0 % |
| Southland Equity Partners LLC | 767.658 $ | -52.193 $ | -6,4 % | 819.851 $ | +11.184 $ | +1,4 % | 808.667 $ | -6.484 $ | -0,8 % | 815.151 $ | -26.476 $ | -3,1 % |
| OMNI 360 Wealth, Inc. | 771.317 $ | -46.359 $ | -5,7 % | 817.676 $ | +60.868 $ | +8,0 % | 756.808 $ | +171.637 $ | +29,3 % | 585.171 $ | +178.953 $ | +44,1 % |
| ALBION FINANCIAL GROUP /UT | 814.592 $ | +748.939 $ | +1.140,8 % | 65.653 $ | +895 $ | +1,4 % | 64.758 $ | -125.087 $ | -65,9 % | 189.845 $ | -21.050 $ | -10,0 % |
| CONSCIOUS WEALTH INVESTMENTS, LLC | 813.336 $ | +143.018 $ | +21,3 % | 670.318 $ | -4.497 $ | -0,7 % | 674.815 $ | -4.679 $ | -0,7 % | |||
| Watchman Group, Inc. | 813.089 $ | -1.249.095 $ | -60,6 % | |||||||||
| Keating Financial Advisory Services, Inc. | 809.938 $ | +145.902 $ | +22,0 % | 664.036 $ | +340.722 $ | +105,4 % | 323.314 $ | |||||
| Archford Capital Strategies, LLC | 735.643 $ | -72.828 $ | -9,0 % | 808.471 $ | +10.580 $ | +1,3 % | 797.891 $ | -6.397 $ | -0,8 % | 804.288 $ | -50.557 $ | -5,9 % |
| Balance Wealth Partners LLC | 572.210 $ | -235.704 $ | -29,2 % | 807.914 $ | +224.943 $ | +38,6 % | 582.971 $ | +13.277 $ | +2,3 % | |||
| CVA Family Office, LLC | 738.873 $ | -67.449 $ | -8,4 % | 806.322 $ | +251.975 $ | +45,5 % | 554.347 $ | +103.467 $ | +22,9 % | |||
| IF Advisors, LLC | 556.380 $ | -241.860 $ | -30,3 % | 798.240 $ | -6.400 $ | -0,8 % | 804.640 $ | |||||
| Allegiance Financial Group Advisory Services LLC | 803.923 $ | +48.610 $ | +6,4 % | 755.313 $ | +2.788 $ | +0,4 % | 752.525 $ | +12.801 $ | +1,7 % | |||
| Westshore Wealth, LLC | 651.268 $ | -139.538 $ | -17,6 % | 790.806 $ | -6.341 $ | -0,8 % | 797.147 $ | +3.487 $ | +0,4 % | |||
| WETZEL INVESTMENT ADVISORS, INC. | 752.456 $ | -42.004 $ | -5,3 % | 794.460 $ | +20.217 $ | +2,6 % | 774.243 $ | +1.236 $ | +0,2 % | 773.007 $ | -124 $ | -0,0 % |
| J. Derek Lewis & Associates Inc. | 794.296 $ | +10.835 $ | +1,4 % | 783.461 $ | -6.281 $ | -0,8 % | 789.742 $ | |||||
| Fortis Capital Advisors, LLC | 378.266 $ | -414.807 $ | -52,3 % | 793.073 $ | -94.718 $ | -10,7 % | ||||||
| FLC Capital Advisors | 787.581 $ | +35.090 $ | +4,7 % | 752.491 $ | +56.880 $ | +8,2 % | 695.611 $ | -17.887 $ | -2,5 % | |||
| Evernest Financial Advisors, LLC | 757.932 $ | -20.082 $ | -2,6 % | 778.014 $ | -6.961 $ | -0,9 % | 784.975 $ | -222.602 $ | -22,1 % | |||
| Cedar Mountain Advisors, LLC | 784.799 $ | +10.706 $ | +1,4 % | 774.093 $ | -6.207 $ | -0,8 % | 780.300 $ | +3.414 $ | +0,4 % | |||
| Mason Investment Advisory Services, Inc. | 781.399 $ | +17.112 $ | +2,2 % | 764.287 $ | +85.259 $ | +12,6 % | 679.028 $ | +10.533 $ | +1,6 % | |||
| Veery Capital, LLC | 523.554 $ | -252.805 $ | -32,6 % | 776.359 $ | +16.075 $ | +2,1 % | 760.284 $ | +28.540 $ | +3,9 % | 731.744 $ | +11.888 $ | +1,7 % |
| Tribridge Partners Financial LLC | 774.866 $ | +77.166 $ | +11,1 % | 697.700 $ | +57.257 $ | +8,9 % | 640.443 $ | +24.116 $ | +3,9 % | |||
| Ariston Services Group | 694.569 $ | -78.229 $ | -10,1 % | 772.798 $ | +10.542 $ | +1,4 % | 762.256 $ | -6.111 $ | -0,8 % | 768.367 $ | +202.740 $ | +35,8 % |
| Peregrine Asset Advisers, Inc. | 752.934 $ | -1.203 $ | -0,2 % | 754.137 $ | -18.619 $ | -2,4 % | 772.756 $ | -129.606 $ | -14,4 % | |||
| Ascent Wealth Partners, LLC | 772.660 $ | +25.457 $ | +3,4 % | 747.203 $ | +16.288 $ | +2,2 % | 730.915 $ | +37.746 $ | +5,4 % | |||
| Peak Wealth Management LLC | 767.906 $ | +208.440 $ | +37,3 % | 559.466 $ | +2.404 $ | +0,4 % | 557.062 $ | |||||
| Affinity Capital Advisors, LLC | 763.414 $ | +557.009 $ | +269,9 % | 206.405 $ | ||||||||
| Callan Family Office, LLC | 710.952 $ | +9.698 $ | +1,4 % | 701.254 $ | -61.444 $ | -8,1 % | 762.698 $ | +58.914 $ | +8,4 % | |||
| Private Wealth Asset Management, LLC | 670.286 $ | -90.636 $ | -11,9 % | 760.922 $ | ||||||||
| Parkside Financial Bank & Trust | 760.471 $ | +14.964 $ | +2,0 % | 745.507 $ | -12.364 $ | -1,6 % | 757.871 $ | -157.810 $ | -17,2 % | |||
| Bond & Devick Financial Network, Inc. | 690.366 $ | -63.721 $ | -8,5 % | 754.087 $ | +49.071 $ | +7,0 % | 705.016 $ | +20.960 $ | +3,1 % | |||
| Benchmark Financial, LLC | 749.614 $ | +80.087 $ | +12,0 % | 669.527 $ | +13.074 $ | +2,0 % | 656.453 $ | -5.263 $ | -0,8 % | 661.716 $ | ||
| Faithward Advisors, LLC | 747.724 $ | +137.469 $ | +22,5 % | 610.255 $ | -4.892 $ | -0,8 % | 615.147 $ | +336.107 $ | +120,5 % | |||
| Net Worth Advisory Group | 296.847 $ | -14.894 $ | -4,8 % | 311.741 $ | -432.336 $ | -58,1 % | 744.077 $ | +2.206 $ | +0,3 % | 741.871 $ | +144.490 $ | +24,2 % |
| Englebert Financial Advisers, LLC | 531.142 $ | -197.918 $ | -27,1 % | 729.060 $ | -8.763 $ | -1,2 % | 737.823 $ | +9.171 $ | +1,3 % | 728.652 $ | ||
| ADE, LLC | 718.843 $ | +38.793 $ | +5,7 % | 680.050 $ | -55.592 $ | -7,6 % | 735.642 $ | +3.218 $ | +0,4 % | |||
| Sovereign Financial Group, Inc. | 735.614 $ | +177.451 $ | +31,8 % | 558.163 $ | +32.261 $ | +6,1 % | 525.902 $ | +206.482 $ | +64,6 % | |||
| TRUST CO OF VERMONT | 46.886 $ | -3.188 $ | -6,4 % | 50.074 $ | -685.116 $ | -93,2 % | 735.190 $ | +3.217 $ | +0,4 % | |||
| Ryan Investment Management, Inc. | 733.461 $ | |||||||||||
| Roundview Capital LLC | 733.158 $ | +10.002 $ | +1,4 % | 723.156 $ | +4.914 $ | +0,7 % | 718.242 $ | +3.142 $ | +0,4 % | |||
| Orcam Financial Group | 208.390 $ | -521.002 $ | -71,4 % | 729.392 $ | +61.340 $ | +9,2 % | 668.052 $ | -99.121 $ | -12,9 % | |||
| Haven Private, LLC | 639.837 $ | -86.811 $ | -11,9 % | 726.648 $ | +163.400 $ | +29,0 % | 563.248 $ | +2.464 $ | +0,4 % | |||
| ROMAN BUTLER FULLERTON & CO | 724.590 $ | +53.473 $ | +8,0 % | 671.117 $ | -2.901 $ | -0,4 % | 674.018 $ | +1.213 $ | +0,2 % | |||
| GREENUP STREET WEALTH MANAGEMENT LLC | 290.937 $ | +7.761 $ | +2,7 % | 283.176 $ | -439.190 $ | -60,8 % | 722.366 $ | +85.425 $ | +13,4 % | |||
| CWA Asset Management Group, LLC | 721.977 $ | +223.942 $ | +45,0 % | 498.035 $ | -12.873 $ | -2,5 % | 510.908 $ | -31.861 $ | -5,9 % | 542.769 $ | -166.983 $ | -23,5 % |
| Snowden Capital Advisors LLC | 559.162 $ | -118.255 $ | -17,5 % | 677.417 $ | -42.856 $ | -5,9 % | 720.273 $ | +17.246 $ | +2,5 % | |||
| YHB Investment Advisors, Inc. | 718.593 $ | +464.176 $ | +182,4 % | 254.417 $ | +52.334 $ | +25,9 % | ||||||
| KEYVANTAGE WEALTH, LLC | 296.399 $ | -414.983 $ | -58,3 % | 711.382 $ | -6.307 $ | -0,9 % | 717.689 $ | -4.821 $ | -0,7 % | |||
| Lebenthal Global Advisors, LLC | 666.713 $ | -29.302 $ | -4,2 % | 696.015 $ | -20.115 $ | -2,8 % | 716.130 $ | +2.933 $ | +0,4 % | |||
| FOUNDERS FINANCIAL SECURITIES LLC | 694.458 $ | -20.206 $ | -2,8 % | 714.664 $ | +97.619 $ | +15,8 % | 617.045 $ | +66.625 $ | +12,1 % | |||
| MARIPAU WEALTH MANAGEMENT LLC | 714.154 $ | |||||||||||
| WEALTHGARDEN F.S. LLC | 599.120 $ | -100.887 $ | -14,4 % | 700.007 $ | -12.354 $ | -1,7 % | 712.361 $ | -10.310 $ | -1,4 % | |||
| Connecticut Wealth Management, LLC | 710.184 $ | |||||||||||
| EVOKE WEALTH, LLC | 708.837 $ | |||||||||||
| CYPRESS FINANCIAL PLANNING LLC | 707.985 $ | +46.753 $ | +7,1 % | 661.232 $ | +92.586 $ | +16,3 % | 568.646 $ | -63.449 $ | -10,0 % | 632.095 $ | ||
| CAMDEN NATIONAL BANK | 707.564 $ | +9.653 $ | +1,4 % | 697.911 $ | -5.596 $ | -0,8 % | 703.507 $ | |||||
| Bravera Wealth | 704.782 $ | +241.603 $ | +52,2 % | 463.179 $ | +401.322 $ | +648,8 % | 61.857 $ | |||||
| Sightline Wealth Advisors, LLC | 704.439 $ | +192.713 $ | +37,7 % | 511.726 $ | ||||||||
| LOWE BROCKENBROUGH & CO INC | 510.858 $ | -192.591 $ | -27,4 % | 703.449 $ | +195.520 $ | +38,5 % | 507.929 $ | +307.649 $ | +153,6 % | |||
| Embree Financial Group | 701.916 $ | +3.807 $ | +0,5 % | 698.109 $ | +15.285 $ | +2,2 % | 682.824 $ | -1.564 $ | -0,2 % | 684.388 $ | +10.616 $ | +1,6 % |
| Slow Capital, Inc. | 688.698 $ | |||||||||||
| Caldwell Trust Co | 681.920 $ | +59.193 $ | +9,5 % | 622.727 $ | +4.914 $ | +0,8 % | 617.813 $ | +32.545 $ | +5,6 % | |||
| Paladin Advisory Group, LLC | 681.110 $ | +11.786 $ | +1,8 % | 669.324 $ | +2.881 $ | +0,4 % | 666.443 $ | +12.379 $ | +1,9 % | |||
| Nicht ausgewiesen | 500.483 $ | +6.927 $ | +1,4 % | 493.556 $ | -187.060 $ | -27,5 % | 680.616 $ | -246.535 $ | -26,6 % | |||
| RICHARDSON FINANCIAL SERVICES INC. | 680.250 $ | +9.279 $ | +1,4 % | 670.971 $ | +150.533 $ | +28,9 % | 520.438 $ | -520.667 $ | -50,0 % | |||
| Core Wealth Advisors, Inc. | 637.359 $ | +8.695 $ | +1,4 % | 628.664 $ | -51.197 $ | -7,5 % | 679.861 $ | +2.974 $ | +0,4 % | |||
| Midwest Financial Partners Investments, Inc. | 654.468 $ | -25.024 $ | -3,7 % | 679.492 $ | +123.218 $ | +22,2 % | 556.274 $ | +60.213 $ | +12,1 % | 496.061 $ | ||
| Total Clarity Wealth Management, Inc. | 678.632 $ | +28.116 $ | +4,3 % | 650.516 $ | +268.362 $ | +70,2 % | 382.154 $ | |||||
| Jordan Park Trust Co LLC | 667.492 $ | +80.562 $ | +13,7 % | 586.930 $ | +8.006 $ | +1,4 % | 578.924 $ | -4.641 $ | -0,8 % | 583.565 $ | +12.567 $ | +2,2 % |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 620.818 $ | +16.474 $ | +2,7 % | 604.344 $ | -63.127 $ | -9,5 % | 667.471 $ | +10.877 $ | +1,7 % | |||
| OneAscent Financial Services LLC | 666.753 $ | +47.579 $ | +7,7 % | 619.174 $ | +51.985 $ | +9,2 % | 567.189 $ | -113.689 $ | -16,7 % | |||
| Jackson, Grant Investment Advisers, Inc. | 664.559 $ | +2.355 $ | +0,4 % | 662.204 $ | +24.416 $ | +3,8 % | 637.788 $ | +3.022 $ | +0,5 % | |||
| Northstar Group, Inc. | 591.178 $ | -16.881 $ | -2,8 % | 608.059 $ | -54.963 $ | -8,3 % | 663.022 $ | -57.184 $ | -7,9 % | |||
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 659.723 $ | +20.525 $ | +3,2 % | 639.198 $ | +5.203 $ | +0,8 % | 633.995 $ | +42.145 $ | +7,1 % | |||
| WCG Wealth Advisors LLC | 659.192 $ | +79.370 $ | +13,7 % | 579.822 $ | ||||||||
| Keel Point, LLC | 657.388 $ | +355.055 $ | +117,4 % | 302.333 $ | -1.569 $ | -0,5 % | 303.902 $ | +1.329 $ | +0,4 % | |||
| Gladstone Institutional Advisory LLC | 657.247 $ | +59.294 $ | +9,9 % | 597.953 $ | +244.790 $ | +69,3 % | 353.163 $ | |||||
| WEST MICHIGAN ADVISORS, LLC | 654.798 $ | +126.287 $ | +23,9 % | 528.511 $ | -115.247 $ | -17,9 % | 643.758 $ | +121.123 $ | +23,2 % | |||
| Verum Partners LLC | 654.515 $ | |||||||||||
| Hyundai Investments Co., Ltd. | 654.421 $ | +207.486 $ | +46,4 % | 446.935 $ | -124.145 $ | -21,7 % | 571.080 $ | |||||
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 631.000 $ | +9.000 $ | +1,4 % | 622.000 $ | -31.000 $ | -4,7 % | 653.000 $ | -22.000 $ | -3,3 % | |||
| HT Partners LLC | 611.133 $ | -41.551 $ | -6,4 % | 652.684 $ | +8.903 $ | +1,4 % | 643.781 $ | -5.161 $ | -0,8 % | 648.942 $ | +2.839 $ | +0,4 % |
| Privatperson | 651.268 $ | +8.884 $ | +1,4 % | 642.384 $ | -5.150 $ | -0,8 % | 647.534 $ | +2.833 $ | +0,4 % | |||
| LANDAAS & CO /WI /ADV | 460.329 $ | -166.389 $ | -26,5 % | 626.718 $ | -23.884 $ | -3,7 % | 650.602 $ | +52.602 $ | +8,8 % | |||
| Stordahl Capital Management, Inc. | 632.114 $ | -17.485 $ | -2,7 % | 649.599 $ | +15.098 $ | +2,4 % | 634.501 $ | +71.907 $ | +12,8 % | 562.594 $ | +35.557 $ | +6,7 % |
| NewSquare Capital LLC | 649.043 $ | +20.678 $ | +3,3 % | 628.365 $ | +20.409 $ | +3,4 % | 607.956 $ | -81.107 $ | -11,8 % | |||
| Brand Asset Management Group, Inc. | 648.082 $ | +384.114 $ | +145,5 % | 263.968 $ | +7.991 $ | +3,1 % | 255.977 $ | -128.461 $ | -33,4 % | |||
| LexAurum Advisors, LLC | 244.236 $ | +21.026 $ | +9,4 % | 223.210 $ | -424.013 $ | -65,5 % | 647.223 $ | |||||
| Blueprint Financial Advisors LLC | 643.109 $ | +2.814 $ | +0,4 % | |||||||||
| Lifeworks Advisors, LLC | 325.424 $ | -243.353 $ | -42,8 % | 568.777 $ | -69.759 $ | -10,9 % | 638.536 $ | +120.865 $ | +23,3 % | |||
| Magnus Financial Group LLC | 216.875 $ | -127.661 $ | -37,1 % | 344.536 $ | -29.996 $ | -8,0 % | 374.532 $ | -263.068 $ | -41,3 % | 637.600 $ | +11.403 $ | +1,8 % |
| Lynx Investment Advisory | 637.561 $ | +20.621 $ | +3,3 % | 616.940 $ | +166.643 $ | +37,0 % | 450.297 $ | +1.970 $ | +0,4 % | |||
| Aspen Wealth Strategies, LLC | 637.396 $ | +8.695 $ | +1,4 % | 628.701 $ | -5.040 $ | -0,8 % | 633.741 $ | +10.183 $ | +1,6 % | |||
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | 469.338 $ | -31.910 $ | -6,4 % | 501.248 $ | -134.850 $ | -21,2 % | 636.098 $ | |||||
| Crews Bank & Trust | 635.538 $ | +27.529 $ | +4,5 % | 608.009 $ | -6.283 $ | -1,0 % | 614.292 $ | +20.362 $ | +3,4 % | |||
| KINGSWOOD WEALTH ADVISORS, LLC | 631.587 $ | +169.419 $ | +36,7 % | 462.168 $ | +178.551 $ | +63,0 % | 283.617 $ | +60.283 $ | +27,0 % | |||
| Chris Bulman Inc | 594.226 $ | -37.203 $ | -5,9 % | 631.429 $ | ||||||||
| WFA of San Diego, LLC | 536.333 $ | -93.129 $ | -14,8 % | 629.462 $ | +2.899 $ | +0,5 % | 626.563 $ | +2.741 $ | +0,4 % | |||
| Neumann Capital Management, LLC | 608.576 $ | -20.437 $ | -3,2 % | 629.013 $ | +13.321 $ | +2,2 % | 615.692 $ | +46.661 $ | +8,2 % | 569.031 $ | +2.689 $ | +0,5 % |
| Symmetry Partners, LLC | 628.457 $ | +91.890 $ | +17,1 % | 536.567 $ | +56.247 $ | +11,7 % | 480.320 $ | |||||
| Nuveen, LLC | 626.852 $ | |||||||||||
| Janney Capital Management LLC | 620.000 $ | +2.000 $ | +0,3 % | |||||||||
| SIGMA INVESTMENT COUNSELORS INC | 568.924 $ | +7.761 $ | +1,4 % | 561.163 $ | -55.946 $ | -9,1 % | 617.109 $ | +2.700 $ | +0,4 % | |||
| PFW Advisors LLC | 614.041 $ | +8.376 $ | +1,4 % | 605.665 $ | -4.856 $ | -0,8 % | 610.521 $ | -175.578 $ | -22,3 % | |||
| Global Wealth Management Investment Advisory, Inc. | 454.057 $ | +127.876 $ | +39,2 % | 326.181 $ | -287.558 $ | -46,9 % | 613.739 $ | +56.260 $ | +10,1 % | |||
| VICTORY FINANCIAL GROUP, LLC | 612.142 $ | +4.393 $ | +0,7 % | 607.749 $ | +32.405 $ | +5,6 % | 575.344 $ | +199.646 $ | +53,1 % | |||
| Strategic Wealth Advisors LLC | 611.000 $ | +42.000 $ | +7,4 % | 569.000 $ | -42.000 $ | -6,9 % | 611.000 $ | |||||
| Sheridan Capital Management, LLC | 609.489 $ | +8.314 $ | +1,4 % | 601.175 $ | +171.195 $ | +39,8 % | 429.980 $ | +1.881 $ | +0,4 % | |||
| Windward Private Wealth Management Inc. | 586.374 $ | -21.486 $ | -3,5 % | 607.860 $ | +54.519 $ | +9,9 % | 553.341 $ | +187.780 $ | +51,4 % | |||
| Pandowealth. LLC | 301.052 $ | -38.000 $ | -11,2 % | 339.052 $ | -266.741 $ | -44,0 % | 605.793 $ | |||||
| M. Kulyk & Associates, LLC | 605.240 $ | +65.430 $ | +12,1 % | 539.810 $ | +155.041 $ | +40,3 % | 384.769 $ | |||||
| Capital Investment Advisors, LLC | 294.488 $ | +22.518 $ | +8,3 % | 271.970 $ | -75.264 $ | -21,7 % | 347.234 $ | -257.481 $ | -42,6 % | 604.715 $ | +151.081 $ | +33,3 % |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 604.075 $ | +15.436 $ | +2,6 % | 588.639 $ | +439.831 $ | +295,6 % | 148.808 $ | |||||
| SUMMIT WEALTH GROUP LLC / CO | 601.653 $ | +212.151 $ | +54,5 % | 389.502 $ | +112.957 $ | +40,8 % | 276.545 $ | -1.661.691 $ | -85,7 % | |||
| Accurate Wealth Management, LLC | 323.787 $ | +59.675 $ | +22,6 % | 264.112 $ | -337.487 $ | -56,1 % | 601.599 $ | +3.688 $ | +0,6 % | |||
| Global Wealth Strategies & Associates | 601.499 $ | |||||||||||
| Astoria Portfolio Advisors LLC. | 592.335 $ | +96.374 $ | +19,4 % | 495.961 $ | -103.894 $ | -17,3 % | 599.855 $ | -224.644 $ | -27,2 % | |||
| 4WEALTH ADVISORS, INC. | 555.858 $ | -41.789 $ | -7,0 % | 597.647 $ | +9.770 $ | +1,7 % | 587.877 $ | -6.142 $ | -1,0 % | 594.019 $ | -75.361 $ | -11,3 % |
| Worth Asset Management, LLC | 303.009 $ | -225.754 $ | -42,7 % | 528.763 $ | -67.622 $ | -11,3 % | 596.385 $ | |||||
| Synergy Investment Management, LLC | 596.117 $ | +431.829 $ | +262,8 % | 164.288 $ | ||||||||
| Smith Partners Wealth Management, LLC | 590.797 $ | -4.737 $ | -0,8 % | 595.534 $ | ||||||||
| Nicholas Hoffman & Company, LLC. | 593.267 $ | +12.167 $ | +2,1 % | 581.100 $ | +47.892 $ | +9,0 % | 533.208 $ | -2.242 $ | -0,4 % | |||
| Geneos Wealth Management Inc. | 592.898 $ | +80.932 $ | +15,8 % | 511.966 $ | -23.292 $ | -4,4 % | 535.258 $ | +21.777 $ | +4,2 % | |||
| Carrera Capital Advisors | 592.821 $ | +31.303 $ | +5,6 % | 561.518 $ | -22.143 $ | -3,8 % | 583.661 $ | -19.431 $ | -3,2 % | |||
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 590.876 $ | +8.061 $ | +1,4 % | 582.815 $ | -4.673 $ | -0,8 % | 587.488 $ | +2.570 $ | +0,4 % | |||
| Pacific Park Financial, Inc. | 495.718 $ | -52.874 $ | -9,6 % | 548.592 $ | -40.710 $ | -6,9 % | 589.302 $ | -48 $ | -0,0 % | 589.350 $ | ||
| Keystone Wealth Services, LLC | 583.119 $ | +12.350 $ | +2,2 % | 570.769 $ | -1.593 $ | -0,3 % | 572.362 $ | -117.436 $ | -17,0 % | |||
| MW ADVISORY, LLC | 581.865 $ | |||||||||||
| FSA Advisors, Inc. | 579.194 $ | |||||||||||
| BFSG, LLC | 576.714 $ | +77.863 $ | +15,6 % | 498.851 $ | +32.310 $ | +6,9 % | 466.541 $ | +58.420 $ | +14,3 % | |||
| CORA CAPITAL ADVISORS LLC | 215.825 $ | -360.604 $ | -62,6 % | 576.429 $ | +366.217 $ | +174,2 % | 210.212 $ | |||||
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 461.745 $ | +6.299 $ | +1,4 % | 455.446 $ | -120.173 $ | -20,9 % | 575.619 $ | +2.518 $ | +0,4 % | |||
| Valley Financial Group, Inc. | 574.134 $ | +100.129 $ | +21,1 % | 474.005 $ | +123.785 $ | +35,3 % | 350.220 $ | +64.821 $ | +22,7 % | |||
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 573.388 $ | |||||||||||
| True North Advisors, LLC | 351.885 $ | -23.924 $ | -6,4 % | 375.809 $ | -194.434 $ | -34,1 % | 570.243 $ | +196.588 $ | +52,6 % | 373.655 $ | ||
| LM Advisors LLC | 565.000 $ | +553.845 $ | +4.965,0 % | 11.155 $ | +0 $ | +0,0 % | 11.155 $ | -547.845 $ | -98,0 % | |||
| First Citizens Financial Corp | 327.352 $ | -236.716 $ | -42,0 % | 564.068 $ | +146.289 $ | +35,0 % | 417.779 $ | +91.900 $ | +28,2 % | 325.879 $ | +2.777 $ | +0,9 % |
| Latitude Advisors, LLC | 558.330 $ | +156.393 $ | +38,9 % | 401.937 $ | +25.092 $ | +6,7 % | 376.845 $ | -11.138 $ | -2,9 % | |||
| Westside Investment Management, Inc. | 558.251 $ | +7.019 $ | +1,3 % | 551.232 $ | -4.252 $ | -0,8 % | 555.484 $ | +3.296 $ | +0,6 % | |||
| Barnes Wealth Management Group, Inc | 557.819 $ | +11.130 $ | +2,0 % | 546.689 $ | -2.719 $ | -0,5 % | 549.408 $ | -102.441 $ | -15,7 % | |||
| Quadrature Capital Ltd | 557.088 $ | |||||||||||
| SouthState Bank Corp | 553.047 $ | +1.955 $ | +0,4 % | 551.092 $ | -4.386 $ | -0,8 % | 555.478 $ | -157.446 $ | -22,1 % | |||
| CITY NATIONAL BANK OF FLORIDA /MSD | 555.166 $ | |||||||||||
| LaSalle St. Investment Advisors, LLC | 392.262 $ | -45.966 $ | -10,5 % | 438.228 $ | -116.772 $ | -21,0 % | 555.000 $ | +17.000 $ | +3,2 % | |||
| Patriot Financial Group Insurance Agency, LLC | 540.199 $ | -14.584 $ | -2,6 % | 554.783 $ | ||||||||
| Brookmont Capital Management | 553.570 $ | |||||||||||
| NORTHWEST WEALTH MANAGEMENT, LLC | 550.412 $ | |||||||||||
| ZACKS INVESTMENT MANAGEMENT | 548.724 $ | +163.021 $ | +42,3 % | 385.703 $ | +2.845 $ | +0,7 % | 382.858 $ | +150.633 $ | +64,9 % | |||
| Broussard Financial Group LLC | 546.315 $ | +4.510 $ | +0,8 % | 541.805 $ | -522 $ | -0,1 % | 542.327 $ | |||||
| Edge Financial Advisors LLC | 545.144 $ | +2.385 $ | +0,4 % | |||||||||
| Holos Integrated Wealth LLC | 544.536 $ | +4.428 $ | +0,8 % | 540.108 $ | -3.888 $ | -0,7 % | 543.996 $ | +1.620 $ | +0,3 % | |||
| Signature Equity Partners, LLC | 346.238 $ | -197.314 $ | -36,3 % | 543.552 $ | +208.983 $ | +62,5 % | 334.569 $ | |||||
| SIMPLEX TRADING, LLC | 543.433 $ | +476.433 $ | +711,1 % | |||||||||
| Hyposwiss Advisors SA | 543.027 $ | +7.408 $ | +1,4 % | 535.619 $ | -4.294 $ | -0,8 % | 539.913 $ | |||||
| SoundView Advisors Inc. | 542.000 $ | |||||||||||
| Magnolia Private Wealth, LLC | 538.677 $ | +7.348 $ | +1,4 % | 531.329 $ | -4.260 $ | -0,8 % | 535.589 $ | +2.343 $ | +0,4 % | |||
| Cedarwood Wealth LLC | 500.995 $ | -36.919 $ | -6,9 % | 537.914 $ | +32.918 $ | +6,5 % | 504.996 $ | |||||
| Innovative Asset Advisors Group, LLC | 536.611 $ | +8.341 $ | +1,6 % | 528.270 $ | ||||||||
| SpringVest Wealth Management LLC | 535.389 $ | +48.862 $ | +10,0 % | 486.527 $ | -3.901 $ | -0,8 % | 490.428 $ | +2.145 $ | +0,4 % | |||
| Parallel Advisors, LLC | 535.187 $ | +165.452 $ | +44,7 % | 369.735 $ | +22.231 $ | +6,4 % | 347.504 $ | -43.793 $ | -11,2 % | |||
| KINTRA WEALTH, LLC | 533.076 $ | |||||||||||
| Hobbs Group Advisors, LLC | 518.703 $ | +5.408 $ | +1,1 % | 513.295 $ | -17.717 $ | -3,3 % | 531.012 $ | +2.323 $ | +0,4 % | |||
| Financial Freedom, LLC | 136.534 $ | -392.055 $ | -74,2 % | 528.589 $ | -26.185 $ | -4,7 % | ||||||
| Neuberger Berman Group LLC | 526.919 $ | +20.436 $ | +4,0 % | 506.483 $ | ||||||||
| BEACON FINANCIAL GROUP | 523.443 $ | |||||||||||
| 3 FACTOR INDEXING, LLC | 488.519 $ | -33.214 $ | -6,4 % | 521.733 $ | +7.117 $ | +1,4 % | 514.616 $ | |||||
| PENOBSCOT WEALTH MANAGEMENT | 359.420 $ | +57.119 $ | +18,9 % | 302.301 $ | -215.869 $ | -41,7 % | 518.170 $ | +274.497 $ | +112,6 % | 243.673 $ | -183.430 $ | -42,9 % |
| TRANSCEND CAPITAL ADVISORS, LLC | 488.198 $ | +18.633 $ | +4,0 % | 469.565 $ | -40.677 $ | -8,0 % | 510.242 $ | -1.861.628 $ | -78,5 % | |||
| Atlas Legacy Advisors, LLC | 498.061 $ | +5.996 $ | +1,2 % | 492.065 $ | -17.624 $ | -3,5 % | 509.689 $ | +62.564 $ | +14,0 % | |||
| Curbstone Financial Management Corp | 475.968 $ | -32.361 $ | -6,4 % | 508.329 $ | +6.935 $ | +1,4 % | 501.394 $ | -4.020 $ | -0,8 % | 505.414 $ | +2.211 $ | +0,4 % |
| New Insight Wealth Advisors | 456.636 $ | -49.398 $ | -9,8 % | 506.034 $ | +3.134 $ | +0,6 % | 502.900 $ | -17.127 $ | -3,3 % | |||
| Kane Co Wealth Management, Inc. | 379.350 $ | -69.660 $ | -15,5 % | 449.010 $ | -53.890 $ | -10,7 % | 502.900 $ | |||||
| SUTTON PLACE INVESTORS LLC | 499.743 $ | +155.951 $ | +45,4 % | 343.792 $ | -51.287 $ | -13,0 % | 395.079 $ | -3.168 $ | -0,8 % | 398.247 $ | -7.070 $ | -1,7 % |
| Inspire Advisors, LLC | 498.465 $ | |||||||||||
| FIDUCIARY FINANCIAL ADVISORS | 497.327 $ | |||||||||||
| SHEPHERD KAPLAN KROCHUK, LLC | 497.050 $ | +6.781 $ | +1,4 % | 490.269 $ | -3.931 $ | -0,8 % | 494.200 $ | +2.162 $ | +0,4 % | |||
| Cannon Wealth Management Services, LLC | 494.521 $ | |||||||||||
| UPTICK PARTNERS, LLC | 493.298 $ | +270.441 $ | +121,4 % | 222.857 $ | -1.740 $ | -0,8 % | 224.597 $ | +1.073 $ | +0,5 % | |||
| Christensen, King & Associates Investment Services, Inc. | 493.272 $ | +128.712 $ | +35,3 % | 364.560 $ | +104.953 $ | +40,4 % | 259.607 $ | -1.784 $ | -0,7 % | 261.391 $ | ||
| WEALTH MANAGEMENT RESOURCES, INC. | 491.281 $ | +96.182 $ | +24,3 % | 395.099 $ | +2.837 $ | +0,7 % | 392.262 $ | -394.187 $ | -50,1 % | |||
| Advisory Alpha, LLC | 490.530 $ | +18.544 $ | +3,9 % | 471.986 $ | +2.188 $ | +0,5 % | 469.798 $ | +40.972 $ | +9,6 % | |||
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 489.913 $ | -347.574 $ | -41,5 % | |||||||||
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 271.704 $ | -41.386 $ | -13,2 % | 313.090 $ | +978 $ | +0,3 % | 312.112 $ | -176.807 $ | -36,2 % | 488.919 $ | -427.863 $ | -46,7 % |
| Oregon Pacific Wealth Management, LLC | 487.562 $ | -713.417 $ | -59,4 % | |||||||||
| Quantum Financial Planning Services, Inc. | 249.027 $ | -213.551 $ | -46,2 % | 462.578 $ | -24.156 $ | -5,0 % | 486.734 $ | +6.001 $ | +1,2 % | 480.733 $ | +12.064 $ | +2,6 % |
| MIDDLETON & CO INC/MA | 485.568 $ | +6.624 $ | +1,4 % | 478.944 $ | +21.305 $ | +4,7 % | 457.639 $ | -1.099.538 $ | -70,6 % | |||
| Hummer Financial Advisory Services Inc | 454.656 $ | -30.912 $ | -6,4 % | 485.568 $ | +6.624 $ | +1,4 % | 478.944 $ | -3.840 $ | -0,8 % | 482.784 $ | +2.112 $ | +0,4 % |
| Ameritas Investment Partners, Inc. | 469.129 $ | +2.063 $ | +0,4 % | 467.066 $ | -16.087 $ | -3,3 % | 483.153 $ | +46.399 $ | +10,6 % | |||
| BIRCH FINANCIAL GROUP, LLC | 479.740 $ | +72.273 $ | +17,7 % | 407.467 $ | -2.963 $ | -0,7 % | 410.430 $ | -6.156 $ | -1,5 % | |||
| Nicht ausgewiesen | 431.287 $ | -48.077 $ | -10,0 % | 479.364 $ | ||||||||
| EnRich Financial Partners LLC | 391.028 $ | -88.235 $ | -18,4 % | 479.263 $ | +54.910 $ | +12,9 % | 424.353 $ | +36.986 $ | +9,5 % | 387.367 $ | +29.144 $ | +8,1 % |
| ARWA LLC | 479.142 $ | +185.740 $ | +63,3 % | 293.402 $ | ||||||||
| Kelly Financial Services LLC | 478.060 $ | +256.716 $ | +116,0 % | 221.344 $ | ||||||||
| Krilogy Financial LLC | 477.405 $ | +3.406 $ | +0,7 % | 473.999 $ | +178.844 $ | +60,6 % | ||||||
| Walkner Condon Financial Advisors LLC | 475.952 $ | +6.593 $ | +1,4 % | 469.359 $ | -3.763 $ | -0,8 % | 473.122 $ | -7.944 $ | -1,7 % | |||
| ANCHYRA PARTNERS LLC | 445.421 $ | -30.284 $ | -6,4 % | 475.705 $ | +6.490 $ | +1,4 % | 469.215 $ | |||||
| MAYPORT, LLC | 472.318 $ | +6.443 $ | +1,4 % | 465.875 $ | -182.783 $ | -28,2 % | ||||||
| HCR Wealth Advisors | 442.058 $ | -30.055 $ | -6,4 % | 472.113 $ | +6.440 $ | +1,4 % | 465.673 $ | -3.733 $ | -0,8 % | 469.406 $ | +2.800 $ | +0,6 % |
| MOSELEY INVESTMENT MANAGEMENT INC | 457.092 $ | -14.477 $ | -3,1 % | 471.569 $ | -32.986 $ | -6,5 % | ||||||
| Alpha Cubed Investments, LLC | 470.839 $ | +4.204 $ | +0,9 % | |||||||||
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 468.201 $ | |||||||||||
| Avestar Capital, LLC | 466.696 $ | +6.411 $ | +1,4 % | 460.285 $ | -3.660 $ | -0,8 % | 463.945 $ | +19.503 $ | +4,4 % | |||
| Long Island Wealth Management, Inc. | 373.616 $ | -33.606 $ | -8,3 % | 407.222 $ | -28.657 $ | -6,6 % | 435.879 $ | -27.846 $ | -6,0 % | 463.725 $ | -334.664 $ | -41,9 % |
| Narus Financial Partners, LLC | 367.703 $ | -80.638 $ | -18,0 % | 448.341 $ | -13.840 $ | -3,0 % | 462.181 $ | +24.608 $ | +5,6 % | 437.573 $ | +4.417 $ | +1,0 % |
| Traveka Wealth, LLC | 425.198 $ | -36.142 $ | -7,8 % | 461.340 $ | +30.241 $ | +7,0 % | 431.099 $ | -3.457 $ | -0,8 % | 434.556 $ | ||
| First Financial Group Corp | 461.239 $ | |||||||||||
| WINEBRENNER CAPITAL MANAGEMENT LLC | 457.597 $ | |||||||||||
| Ellis Investment Partners, LLC | 433.735 $ | -23.619 $ | -5,2 % | 457.354 $ | +9.804 $ | +2,2 % | 447.550 $ | -1.169 $ | -0,3 % | 448.719 $ | +9.172 $ | +2,1 % |
| Operose Advisors LLC | 456.714 $ | |||||||||||
| Headlands Technologies LLC | 453.251 $ | |||||||||||
| Monument Group Wealth Advisors, LLC | 452.098 $ | |||||||||||
| MassMutual Private Wealth & Trust, FSB | 422.025 $ | -29.402 $ | -6,5 % | 451.427 $ | +7.256 $ | +1,6 % | 444.171 $ | +422.345 $ | +1.935,1 % | 21.826 $ | +96 $ | +0,4 % |
| Pine Valley Investments Ltd Liability Co | 451.073 $ | +85.129 $ | +23,3 % | 365.944 $ | -2.934 $ | -0,8 % | 368.878 $ | +1.614 $ | +0,4 % | |||
| FLOW TRADERS U.S. LLC | 449.000 $ | |||||||||||
| Mason & Associates Inc | 328.365 $ | -60.588 $ | -15,6 % | 388.953 $ | -57.320 $ | -12,8 % | 446.273 $ | -227.869 $ | -33,8 % | |||
| APPLETON PARTNERS INC/MA | 443.000 $ | |||||||||||
| ALLSTREET CAPITAL ADVISORS LLC | 432.895 $ | +5.906 $ | +1,4 % | 426.989 $ | -15.745 $ | -3,6 % | 442.734 $ | |||||
| PUREfi Wealth, LLC | 439.366 $ | |||||||||||
| L. Roy Papp & Associates, LLP | 388.352 $ | -50.076 $ | -11,4 % | 438.428 $ | +5.981 $ | +1,4 % | 432.447 $ | -3.467 $ | -0,8 % | 435.914 $ | ||
| BCS Wealth Management | 219.720 $ | +2.998 $ | +1,4 % | 216.722 $ | -220.198 $ | -50,4 % | 436.920 $ | +18.936 $ | +4,5 % | |||
| Morton Capital Management LLC/CA | 224.171 $ | +3.058 $ | +1,4 % | 221.113 $ | -214.701 $ | -49,3 % | 435.814 $ | +17.729 $ | +4,2 % | |||
| NWF Advisory Services Inc. | 401.950 $ | -33.761 $ | -7,7 % | 435.711 $ | +8.681 $ | +2,0 % | 427.030 $ | +109.341 $ | +34,4 % | 317.689 $ | +4.904 $ | +1,6 % |
| RMR Wealth Builders | 407.817 $ | -27.727 $ | -6,4 % | 435.544 $ | +5.941 $ | +1,4 % | 429.603 $ | -3.444 $ | -0,8 % | 433.047 $ | -18.234 $ | -4,0 % |
| Burk Holdings LLC | 424.973 $ | +200.967 $ | +89,7 % | 224.006 $ | -31.920 $ | -12,5 % | 255.926 $ | +25.954 $ | +11,3 % | |||
| Morton Brown Family Wealth, LLC | 424.720 $ | +124.731 $ | +41,6 % | 299.989 $ | +160.635 $ | +115,3 % | 139.354 $ | +2.212 $ | +1,6 % | |||
| FFT WEALTH MANAGEMENT LLC | 424.569 $ | +5.792 $ | +1,4 % | 418.777 $ | -3.357 $ | -0,8 % | 422.134 $ | -156.670 $ | -27,1 % | |||
| LongView Wealth Management | 352.500 $ | -71.816 $ | -16,9 % | 424.316 $ | +59.222 $ | +16,2 % | 365.094 $ | +111.690 $ | +44,1 % | |||
| Gerber Kawasaki Wealth & Investment Management | 423.158 $ | +3.273 $ | +0,8 % | 419.885 $ | +87.485 $ | +26,3 % | 332.400 $ | |||||
| CERTUITY, LLC | 422.169 $ | |||||||||||
| PlanVest Financial, Inc | 362.801 $ | -58.620 $ | -13,9 % | 421.421 $ | ||||||||
| Clear Creek Financial Management, LLC | 421.362 $ | +116.065 $ | +38,0 % | 305.297 $ | +21.291 $ | +7,5 % | 284.006 $ | -180.121 $ | -38,8 % | |||
| Essex Financial Services, Inc. | 384.410 $ | +372 $ | +0,1 % | 384.038 $ | -36.990 $ | -8,8 % | 421.028 $ | +24.474 $ | +6,2 % | |||
| HOLLENCREST CAPITAL MANAGEMENT | 364.176 $ | -53.353 $ | -12,8 % | 417.529 $ | -3.348 $ | -0,8 % | 420.877 $ | +140.335 $ | +50,0 % | |||
| Artesa Financial Group, LLC | 418.321 $ | +105.185 $ | +33,6 % | 313.136 $ | -58.270 $ | -15,7 % | 371.406 $ | |||||
| Heritage Wealth Management, Inc. | 418.044 $ | +145.221 $ | +53,2 % | 272.823 $ | +12.960 $ | +5,0 % | ||||||
| Keystone Financial Group | 416.022 $ | +5.852 $ | +1,4 % | 410.170 $ | -3.169 $ | -0,8 % | 413.339 $ | -37.663 $ | -8,4 % | |||
| Shearwater Capital LLC | 413.879 $ | |||||||||||
| Realta Investment Advisors | 387.405 $ | -26.339 $ | -6,4 % | 413.744 $ | +79.980 $ | +24,0 % | 333.764 $ | +72.759 $ | +27,9 % | 261.005 $ | ||
| BCR Wealth Strategies, LLC | 411.000 $ | +6.000 $ | +1,5 % | 405.000 $ | ||||||||
| B. Riley Wealth Advisors, Inc. | 369.037 $ | -40.480 $ | -9,9 % | 409.517 $ | +97.887 $ | +31,4 % | 311.630 $ | -2.249 $ | -0,7 % | 313.879 $ | -206.567 $ | -39,7 % |
| SAWGRASS ASSET MANAGEMENT LLC | 408.940 $ | +5.580 $ | +1,4 % | 403.360 $ | -3.234 $ | -0,8 % | 406.594 $ | +1.778 $ | +0,4 % | |||
| Shepherd Street Advisors LLC | 383.067 $ | -22.881 $ | -5,6 % | 405.948 $ | +2.587 $ | +0,6 % | 403.361 $ | -3.234 $ | -0,8 % | 406.595 $ | ||
| Tandem Financial, LLC | 403.073 $ | +5.499 $ | +1,4 % | 397.574 $ | -41.240 $ | -9,4 % | ||||||
| IFS Group,LLC | 402.712 $ | +40.135 $ | +11,1 % | |||||||||
| VIRTUE ASSET MANAGEMENT LLC | 400.429 $ | -1.935 $ | -0,5 % | 402.364 $ | +109.260 $ | +37,3 % | 293.104 $ | |||||
| Quadrant Private Wealth Management, LLC | 396.937 $ | -2.278 $ | -0,6 % | 399.215 $ | -5.564 $ | -1,4 % | ||||||
| Graetz Wealth LLC | 338.831 $ | -60.026 $ | -15,0 % | 398.857 $ | ||||||||
| Navigoe, LLC | 398.000 $ | +6.000 $ | +1,5 % | 392.000 $ | -3.000 $ | -0,8 % | 395.000 $ | +1.000 $ | +0,3 % | |||
| 55 North Private Wealth, LLC | 363.050 $ | -30.872 $ | -7,8 % | 393.922 $ | ||||||||
| PATRON PARTNERS, LLC | 378.541 $ | -11.798 $ | -3,0 % | 390.339 $ | -3.130 $ | -0,8 % | 393.469 $ | -113.540 $ | -22,4 % | |||
| JB Capital LLC | 392.278 $ | +10.924 $ | +2,9 % | 381.354 $ | ||||||||
| Moors & Cabot, Inc. | 309.398 $ | -82.039 $ | -21,0 % | 391.437 $ | +33.523 $ | +9,4 % | 357.914 $ | +6.573 $ | +1,9 % | |||
| Roan Capital Partners | 358.894 $ | -24.755 $ | -6,5 % | 383.649 $ | -7.488 $ | -1,9 % | 391.137 $ | |||||
| Ancora Advisors LLC | 316.681 $ | +4.320 $ | +1,4 % | 312.361 $ | -73.112 $ | -19,0 % | 385.473 $ | +55.912 $ | +17,0 % | |||
| Nabity-Jensen Investment Management Inc | 352.897 $ | +4.814 $ | +1,4 % | 348.083 $ | -36.837 $ | -9,6 % | 384.920 $ | +1.684 $ | +0,4 % | |||
| Delos Wealth Advisors, LLC | 227.712 $ | -156.641 $ | -40,8 % | 384.353 $ | +364.941 $ | +1.880,0 % | 19.412 $ | +84 $ | +0,4 % | |||
| Dominguez Wealth Management Solutions, Inc. | 383.569 $ | |||||||||||
| Axis Wealth Partners, LLC | 382.826 $ | +92.188 $ | +31,7 % | 290.638 $ | +44.850 $ | +18,2 % | 245.788 $ | +3.814 $ | +1,6 % | |||
| Northland Capital Management LLC | 356.005 $ | -24.711 $ | -6,5 % | 380.716 $ | +113.306 $ | +42,4 % | 267.410 $ | -2.144 $ | -0,8 % | 269.554 $ | +1.179 $ | +0,4 % |
| DecisionMap Wealth Management, LLC | 304.340 $ | -30.123 $ | -9,0 % | 334.463 $ | -45.478 $ | -12,0 % | 379.941 $ | +17.985 $ | +5,0 % | |||
| ENDEAVOR PRIVATE WEALTH, INC. | 362.116 $ | +5.491 $ | +1,5 % | 356.625 $ | -22.601 $ | -6,0 % | 379.226 $ | -17.640 $ | -4,4 % | |||
| Hershey Financial Advisers, LLC | 377.630 $ | +73.351 $ | +24,1 % | 304.279 $ | -1.987 $ | -0,6 % | 306.266 $ | |||||
| Confluence Wealth Services, Inc. | 377.530 $ | |||||||||||
| CONDOR CAPITAL MANAGEMENT | 255.017 $ | +33.669 $ | +15,2 % | 221.348 $ | -155.043 $ | -41,2 % | 376.391 $ | |||||
| Pitcairn Wealth Advisors LLC | 376.018 $ | +0 $ | +0,0 % | 376.018 $ | ||||||||
| XY Planning Network, Inc. | 375.944 $ | +172.154 $ | +84,5 % | |||||||||
| IRON Financial LLC | 375.120 $ | +8.213 $ | +2,2 % | 366.907 $ | -841 $ | -0,2 % | 367.748 $ | +19.995 $ | +5,7 % | |||
| Wealth Management Nebraska | 374.140 $ | +5.104 $ | +1,4 % | 369.036 $ | -2.959 $ | -0,8 % | 371.995 $ | +1.627 $ | +0,4 % | |||
| Madison Wealth Partners, Inc | 297.644 $ | -51.777 $ | -14,8 % | 349.421 $ | -22.607 $ | -6,1 % | 372.028 $ | +2.227 $ | +0,6 % | |||
| Nilsine Partners, LLC | 371.712 $ | +11.760 $ | +3,3 % | 359.952 $ | +1.284 $ | +0,4 % | 358.668 $ | +1.569 $ | +0,4 % | |||
| NORTHCAPE WEALTH MANAGEMENT, LLC | 344.349 $ | -23.170 $ | -6,3 % | 367.519 $ | +1.607 $ | +0,4 % | ||||||
| Erickson Financial Group, LLC | 367.261 $ | +5.010 $ | +1,4 % | 362.251 $ | -2.905 $ | -0,8 % | 365.156 $ | +1.598 $ | +0,4 % | |||
| Granite Bay Wealth Management, LLC | 365.000 $ | |||||||||||
| Wood Tarver Financial Group, LLC | 365.000 $ | +5.000 $ | +1,4 % | 360.000 $ | -3.000 $ | -0,8 % | 363.000 $ | -8.000 $ | -2,2 % | |||
| Olde Wealth Management, LLC | 342.000 $ | -20.000 $ | -5,5 % | 362.000 $ | -3.000 $ | -0,8 % | 365.000 $ | -12.000 $ | -3,2 % | |||
| Concorde Asset Management, LLC | 277.488 $ | -85.939 $ | -23,6 % | 363.427 $ | +12.058 $ | +3,4 % | ||||||
| Kirkwood Financial Services | 362.522 $ | +5.904 $ | +1,7 % | 356.618 $ | -2.208 $ | -0,6 % | 358.826 $ | |||||
| Progressive Investment Management Corp | 360.281 $ | +35.048 $ | +10,8 % | 325.233 $ | -2.608 $ | -0,8 % | 327.841 $ | +36.634 $ | +12,6 % | |||
| Strategic Wealth Partners, Ltd. | 359.158 $ | +7.853 $ | +2,2 % | 351.305 $ | -814 $ | -0,2 % | 352.119 $ | -121.728 $ | -25,7 % | |||
| BRIGHTON SECURITIES CORP. | 312.613 $ | -16.651 $ | -5,1 % | 329.264 $ | +10.079 $ | +3,2 % | 319.185 $ | -39.572 $ | -11,0 % | 358.757 $ | +9.630 $ | +2,8 % |
| MEMBERS WEALTH LLC | 357.116 $ | +1.060 $ | +0,3 % | 356.056 $ | -777 $ | -0,2 % | 356.833 $ | -62.658 $ | -14,9 % | |||
| Whalen Wealth Management Inc. | 356.555 $ | +28.048 $ | +8,5 % | 328.507 $ | +42.805 $ | +15,0 % | 285.702 $ | -10.946 $ | -3,7 % | 296.648 $ | +7.694 $ | +2,7 % |
| Wayfinding Financial, LLC | 354.000 $ | +4.000 $ | +1,1 % | 350.000 $ | -5.000 $ | -1,4 % | 355.000 $ | +1.000 $ | +0,3 % | |||
| Kondo Wealth Advisors, Inc. | 351.829 $ | +1.539 $ | +0,4 % | |||||||||
| Wick Capital Partners, LLC | 276.673 $ | -46.115 $ | -14,3 % | 322.788 $ | -27.733 $ | -7,9 % | 350.521 $ | +50.101 $ | +16,7 % | |||
| SHP Wealth Management | 350.346 $ | +349.944 $ | +87.050,7 % | 402 $ | ||||||||
| Next Level Wealth Planning, LLC | 350.317 $ | +4.779 $ | +1,4 % | 345.538 $ | -2.771 $ | -0,8 % | 348.309 $ | +21.102 $ | +6,4 % | |||
| Koesten, Hirschmann & Crabtree, INC. | 300.446 $ | -47.038 $ | -13,5 % | 347.484 $ | -2.786 $ | -0,8 % | 350.270 $ | +1.031 $ | +0,3 % | |||
| LIBERTY SQUARE WEALTH PARTNERS LLC | 344.957 $ | +4.757 $ | +1,4 % | 340.200 $ | +15.176 $ | +4,7 % | 325.024 $ | -210.925 $ | -39,4 % | |||
| VERUS CAPITAL PARTNERS, LLC | 342.900 $ | +10.136 $ | +3,0 % | 332.764 $ | -5.284 $ | -1,6 % | 338.048 $ | +7.892 $ | +2,4 % | |||
| Robinswood Financial LLC | 329.608 $ | -11.628 $ | -3,4 % | 341.236 $ | +85.149 $ | +33,3 % | 256.087 $ | +77.960 $ | +43,8 % | 178.127 $ | +780 $ | +0,4 % |
| Maridea Wealth Management LLC | 340.860 $ | |||||||||||
| Westfuller Advisors, LLC | 336.521 $ | -3.005 $ | -0,9 % | 339.526 $ | -778 $ | -0,2 % | 340.304 $ | +5.280 $ | +1,6 % | |||
| Legacy Capital Wealth Partners, LLC | 339.950 $ | +16.339 $ | +5,0 % | 323.611 $ | +32.453 $ | +11,1 % | 291.158 $ | -36.884 $ | -11,2 % | 328.042 $ | +39.238 $ | +13,6 % |
| Carl P. Sherr & Co., LLC | 337.622 $ | +4.606 $ | +1,4 % | 333.016 $ | -4.472 $ | -1,3 % | 337.488 $ | +3.271 $ | +1,0 % | |||
| Nolet Wealth Management, LLC | 333.076 $ | -2.670 $ | -0,8 % | 335.746 $ | ||||||||
| Brookwood Investment Group LLC | 332.513 $ | +4.237 $ | +1,3 % | 328.276 $ | -7.007 $ | -2,1 % | 335.283 $ | +1.466 $ | +0,4 % | |||
| JMG Financial Group, Ltd. | 335.244 $ | +114.672 $ | +52,0 % | 220.572 $ | +965 $ | +0,4 % | ||||||
| Powers Advisory Group, LLC | 333.915 $ | |||||||||||
| GDS Wealth Management | 313.495 $ | -18.972 $ | -5,7 % | 332.467 $ | ||||||||
| Balefire, LLC | 329.324 $ | -2.640 $ | -0,8 % | 331.964 $ | -6.860 $ | -2,0 % | ||||||
| Provenance Wealth Advisors, LLC | 324.774 $ | +128.656 $ | +65,6 % | 196.118 $ | ||||||||
| ROCKLAND TRUST CO | 265.974 $ | -18.083 $ | -6,4 % | 284.057 $ | +3.875 $ | +1,4 % | 280.182 $ | -44.189 $ | -13,6 % | 324.371 $ | +1.419 $ | +0,4 % |
| Hayek Kallen Investment Management | 324.000 $ | +24.000 $ | +8,0 % | 300.000 $ | -1.000 $ | -0,3 % | ||||||
| Round Rock Advisors LLC | 223.361 $ | -97.531 $ | -30,4 % | 320.892 $ | -2.573 $ | -0,8 % | 323.465 $ | +1.415 $ | +0,4 % | |||
| CULTIVAR CAPITAL, INC. | 301.920 $ | -20.528 $ | -6,4 % | 322.448 $ | +4.399 $ | +1,4 % | 318.049 $ | -2.550 $ | -0,8 % | 320.599 $ | +1.402 $ | +0,4 % |
| Sterling Wealth Management, Inc. | 322.144 $ | +6.690 $ | +2,1 % | 315.454 $ | -2.530 $ | -0,8 % | 317.984 $ | -45.624 $ | -12,5 % | |||
| Bill Few Associates, Inc. | 299.978 $ | -20.396 $ | -6,4 % | 320.374 $ | +4.371 $ | +1,4 % | 316.003 $ | -2.534 $ | -0,8 % | 318.537 $ | +1.394 $ | +0,4 % |
| Braun-Bostich & Associates Inc. | 301.162 $ | +95.352 $ | +46,3 % | 205.810 $ | -112.638 $ | -35,4 % | 318.448 $ | |||||
| FIRST TRUST ADVISORS LP | 316.239 $ | +698 $ | +0,2 % | 315.541 $ | -1.416 $ | -0,4 % | 316.957 $ | -49.779 $ | -13,6 % | |||
| BRIGHT FINANCIAL ADVISORS, INC. | 316.378 $ | +4.316 $ | +1,4 % | 312.062 $ | -2.502 $ | -0,8 % | 314.564 $ | +1.376 $ | +0,4 % | |||
| Mullaney, Keating & Wright, Inc. | 314.869 $ | +4.885 $ | +1,6 % | |||||||||
| BlueChip Wealth Advisors LLC | 313.596 $ | |||||||||||
| Summit Wealth Partners, LLC | 313.394 $ | +53.517 $ | +20,6 % | 259.877 $ | ||||||||
| Wealth Management Associates, Inc. | 304.567 $ | -7.071 $ | -2,3 % | 311.638 $ | ||||||||
| Shah Wealth Advisors, LLC | 311.110 $ | |||||||||||
| Falcon Wealth Planning | 310.039 $ | +34.869 $ | +12,7 % | 275.170 $ | -1.695 $ | -0,6 % | 276.865 $ | +2.210 $ | +0,8 % | |||
| Independent Wealth Network Inc. | 309.266 $ | +5.649 $ | +1,9 % | 303.617 $ | +5.361 $ | +1,8 % | 298.256 $ | -77.154 $ | -20,6 % | |||
| Portfolio Resources Advisor Group, Inc. | 305.756 $ | +4.171 $ | +1,4 % | 301.585 $ | ||||||||
| Activest Wealth Management | 255.744 $ | -47.736 $ | -15,7 % | 303.480 $ | -1.298 $ | -0,4 % | 304.778 $ | -432 $ | -0,1 % | 305.210 $ | +229.604 $ | +303,7 % |
| American Financial Advisors, LLC | 304.631 $ | +4.935 $ | +1,6 % | 299.696 $ | -1.874 $ | -0,6 % | 301.570 $ | -11.819 $ | -3,8 % | |||
| MB Generational Wealth, LLC | 303.885 $ | +6.640 $ | +2,2 % | 297.245 $ | -2.383 $ | -0,8 % | 299.628 $ | -2.244 $ | -0,7 % | |||
| Bell Investment Advisors, Inc | 301.852 $ | -1.658 $ | -0,5 % | 303.510 $ | +1.605 $ | +0,5 % | 301.905 $ | +4.683 $ | +1,6 % | |||
| Trinity Wealth Management, LLC | 282.929 $ | -19.236 $ | -6,4 % | 302.165 $ | +4.122 $ | +1,4 % | 298.043 $ | -2.389 $ | -0,8 % | 300.432 $ | +1.314 $ | +0,4 % |
| Leverty Financial Group, LLC | 203.932 $ | -98.233 $ | -32,5 % | 302.165 $ | +4.122 $ | +1,4 % | 298.043 $ | +36.485 $ | +13,9 % | 261.558 $ | +1.144 $ | +0,4 % |
| Global Financial Private Client, LLC | 282.644 $ | -19.217 $ | -6,4 % | 301.861 $ | +4.117 $ | +1,4 % | 297.744 $ | -2.387 $ | -0,8 % | 300.131 $ | +1.313 $ | +0,4 % |
| Paragon Advisors, LLC | 301.457 $ | |||||||||||
| Rise Advisors, LLC | 284.581 $ | -16.752 $ | -5,6 % | 301.333 $ | +6.480 $ | +2,2 % | 294.853 $ | -557 $ | -0,2 % | 295.410 $ | +4.583 $ | +1,6 % |
| Cambridge Financial Group, LLC | 253.142 $ | -47.684 $ | -15,9 % | 300.826 $ | -545.157 $ | -64,4 % | ||||||
| Verisail Partners, LLC | 278.241 $ | +9.384 $ | +3,5 % | 268.857 $ | -31.877 $ | -10,6 % | 300.734 $ | -6.896 $ | -2,2 % | |||
| Financial Futures Ltd Liability Co. | 300.177 $ | +37.831 $ | +14,4 % | 262.346 $ | +15.082 $ | +6,1 % | ||||||
| Concord Wealth Partners | 141.098 $ | -158.848 $ | -53,0 % | 299.946 $ | +96.229 $ | +47,2 % | 203.717 $ | |||||
| MELFA WEALTH MANAGEMENT, INC. | 297.841 $ | +4.063 $ | +1,4 % | 293.778 $ | -2.355 $ | -0,8 % | 296.133 $ | +1.295 $ | +0,4 % | |||
| Wells Financial Advisors INC | 297.410 $ | +4.057 $ | +1,4 % | 293.353 $ | -2.352 $ | -0,8 % | 295.705 $ | +1.293 $ | +0,4 % | |||
| PRUDENT INVESTORS NETWORK, INC. | 297.158 $ | |||||||||||
| Perennial Investment Advisors, LLC | 296.425 $ | |||||||||||
| SIERRA SUMMIT ADVISORS LLC | 295.388 $ | |||||||||||
| Dogwood Wealth Management LLC | 295.387 $ | +4.029 $ | +1,4 % | 291.358 $ | -2.336 $ | -0,8 % | 293.694 $ | +1.285 $ | +0,4 % | |||
| Rose Capital Advisors LLC | 294.730 $ | |||||||||||
| Weaver Consulting Group | 294.390 $ | |||||||||||
| Meridian Financial Advisors, LLC | 283.402 $ | -9.406 $ | -3,2 % | 292.808 $ | +57.726 $ | +24,6 % | 235.082 $ | |||||
| Hillsdale Investment Management Inc. | 290.329 $ | +3.960 $ | +1,4 % | 286.369 $ | -2.296 $ | -0,8 % | 288.665 $ | +1.263 $ | +0,4 % | |||
| Towerpoint Wealth, LLC | 271.468 $ | -18.457 $ | -6,4 % | 289.925 $ | +3.956 $ | +1,4 % | 285.969 $ | -2.293 $ | -0,8 % | 288.262 $ | ||
| HILL ISLAND FINANCIAL LLC | 266.286 $ | -23.094 $ | -8,0 % | 289.380 $ | +27.945 $ | +10,7 % | 261.435 $ | +30.693 $ | +13,3 % | 230.742 $ | -45.523 $ | -16,5 % |
| Level Financial Advisors | 288.959 $ | +47.642 $ | +19,7 % | 241.317 $ | +3.292 $ | +1,4 % | 238.025 $ | -1.909 $ | -0,8 % | 239.934 $ | +1.050 $ | +0,4 % |
| Golden State Wealth Management, LLC | 54.512 $ | +20.796 $ | +61,7 % | 33.716 $ | -254.454 $ | -88,3 % | 288.170 $ | +1.323 $ | +0,5 % | |||
| COMPASS CAPITAL CORP /MA/ /ADV | 287.942 $ | +27.529 $ | +10,6 % | 260.413 $ | +4.810 $ | +1,9 % | 255.603 $ | |||||
| PERSONAL CFO SOLUTIONS, LLC | 287.466 $ | |||||||||||
| Oakmont Advisory Group, LLC | 287.312 $ | +65.021 $ | +29,3 % | 222.291 $ | ||||||||
| Crewe Advisors LLC | 102.931 $ | +1.404 $ | +1,4 % | 101.527 $ | -185.680 $ | -64,7 % | 287.207 $ | +72.907 $ | +34,0 % | |||
| Successful Portfolios LLC | 240.995 $ | -45.782 $ | -16,0 % | 286.777 $ | +72.244 $ | +33,7 % | 214.533 $ | +6.700 $ | +3,2 % | 207.833 $ | ||
| IMA Advisory Services, Inc. | 285.845 $ | +91.823 $ | +47,3 % | 194.022 $ | -1.555 $ | -0,8 % | 195.577 $ | +45.768 $ | +30,6 % | |||
| SUMMITRY LLC | 284.766 $ | |||||||||||
| Cornerstone Planning Group LLC | 207.892 $ | -52.873 $ | -20,3 % | 260.765 $ | -23.365 $ | -8,2 % | 284.130 $ | +183.818 $ | +183,2 % | 100.312 $ | -686.847 $ | -87,3 % |
| Pioneer Wealth Management Group | 265.891 $ | -18.078 $ | -6,4 % | 283.969 $ | +3.874 $ | +1,4 % | 280.095 $ | -2.246 $ | -0,8 % | 282.341 $ | +26.712 $ | +10,4 % |
| Hills Bank & Trust Co | 283.956 $ | +3.874 $ | +1,4 % | 280.082 $ | -2.246 $ | -0,8 % | 282.328 $ | +1.235 $ | +0,4 % | |||
| CLARK FINANCIAL SERVICES GROUP INC /BD | 283.853 $ | +1.859 $ | +0,7 % | |||||||||
| Conservest Capital Advisors, Inc. | 282.478 $ | +82.474 $ | +41,2 % | 200.004 $ | ||||||||
| Accelerate Investment Advisors LLC | 281.759 $ | +30.312 $ | +12,1 % | 251.447 $ | +18.719 $ | +8,0 % | 232.728 $ | +16.047 $ | +7,4 % | |||
| 1832 Asset Management L.P. | 280.011 $ | +3.820 $ | +1,4 % | 276.191 $ | -2.214 $ | -0,8 % | 278.405 $ | +1.217 $ | +0,4 % | |||
| PAX Financial Group, LLC | 279.859 $ | +4.217 $ | +1,5 % | 275.642 $ | +3.774 $ | +1,4 % | 271.868 $ | -3.467 $ | -1,3 % | |||
| AMERIFLEX GROUP, INC. | 279.707 $ | |||||||||||
| Beacon Bridge Wealth Partners, LLC | 269.693 $ | -7.446 $ | -2,7 % | 277.139 $ | -2.222 $ | -0,8 % | 279.361 $ | -64.720 $ | -18,8 % | |||
| Sowell Financial Services LLC | 222.120 $ | -56.486 $ | -20,3 % | 278.606 $ | +52.878 $ | +23,4 % | 225.728 $ | +5.896 $ | +2,7 % | 219.832 $ | ||
| Unify Financial Advisors | 278.190 $ | |||||||||||
| Wilmington Savings Fund Society, FSB | 277.684 $ | +12.918 $ | +4,9 % | 264.766 $ | -2.123 $ | -0,8 % | 266.889 $ | +63.855 $ | +31,5 % | |||
| LCNB CORP | 276.571 $ | +3.772 $ | +1,4 % | 272.799 $ | -2.187 $ | -0,8 % | 274.986 $ | +1.203 $ | +0,4 % | |||
| BALDWIN WEALTH PARTNERS LLC/MA | 258.822 $ | -17.598 $ | -6,4 % | 276.420 $ | +3.771 $ | +1,4 % | 272.649 $ | -2.186 $ | -0,8 % | 274.835 $ | ||
| Intrua Financial, LLC | 276.167 $ | +3.768 $ | +1,4 % | 272.399 $ | +7.874 $ | +3,0 % | 264.525 $ | -11.861 $ | -4,3 % | |||
| JHP Wealth Management, LLC | 275.484 $ | |||||||||||
| Ruggaard & Associates LLC | 275.155 $ | +3.753 $ | +1,4 % | 271.402 $ | -2.176 $ | -0,8 % | 273.578 $ | +1.197 $ | +0,4 % | |||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 275.038 $ | +5.540 $ | +2,1 % | 269.498 $ | ||||||||
| Proactive Wealth Strategies LLC | 274.620 $ | |||||||||||
| WHITTIER TRUST CO | 91.326 $ | +1.048 $ | +1,2 % | 90.278 $ | -184.073 $ | -67,1 % | 274.351 $ | +124.411 $ | +83,0 % | |||
| Legacy Wealth Managment, LLC/ID | 274.295 $ | +225.402 $ | +461,0 % | 48.893 $ | +47.390 $ | +3.153,0 % | ||||||
| Bridgewater Advisors Inc. | 272.608 $ | -1.639 $ | -0,6 % | 274.247 $ | ||||||||
| Richmond Investment Services, LLC | 273.864 $ | |||||||||||
| Able Wealth Management LLC | 271.237 $ | |||||||||||
| Colonial Trust Co / SC | 266.810 $ | +298 $ | +0,1 % | 266.512 $ | -4.249 $ | -1,6 % | 270.761 $ | -1.570 $ | -0,6 % | |||
| Lodestone Wealth Management LLC | 269.857 $ | +19.486 $ | +7,8 % | 250.371 $ | +3.415 $ | +1,4 % | 246.956 $ | -1.980 $ | -0,8 % | 248.936 $ | +1.089 $ | +0,4 % |
| RITHOLTZ WEALTH MANAGEMENT | 227.973 $ | -41.192 $ | -15,3 % | 269.165 $ | +3.243 $ | +1,2 % | ||||||
| NATIONAL BANK OF CANADA /FI/ | 268.967 $ | +130.867 $ | +94,8 % | 138.100 $ | +82.278 $ | +147,4 % | 55.822 $ | +333 $ | +0,6 % | |||
| Hamrick Investment Counsel, llc | 171.264 $ | -97.444 $ | -36,3 % | 268.708 $ | +98.426 $ | +57,8 % | 170.282 $ | |||||
| Aspen Wealth Management LLC | 210.594 $ | -57.433 $ | -21,4 % | 268.027 $ | -614 $ | -0,2 % | 268.641 $ | +4.167 $ | +1,6 % | |||
| Accredited Investors Inc. | 268.479 $ | +3.663 $ | +1,4 % | 264.816 $ | -2.123 $ | -0,8 % | 266.939 $ | +2.369 $ | +0,9 % | |||
| Abacus Wealth Partners, LLC | 267.512 $ | |||||||||||
| Transcendent Capital Group LLC | 239.889 $ | +207 $ | +0,1 % | 239.682 $ | -27.773 $ | -10,4 % | 267.455 $ | +21.369 $ | +8,7 % | |||
| CLEAR INVESTMENT RESEARCH, LLC | 265.488 $ | +203.555 $ | +328,7 % | 61.933 $ | +821 $ | +1,3 % | ||||||
| UHLMANN PRICE SECURITIES, LLC | 265.069 $ | +12.543 $ | +5,0 % | 252.526 $ | +29.761 $ | +13,4 % | 222.765 $ | +3.455 $ | +1,6 % | |||
| Mascoma Wealth Management LLC | 146.733 $ | -104.413 $ | -41,6 % | 251.146 $ | -11.971 $ | -4,5 % | 263.117 $ | -12.518 $ | -4,5 % | |||
| Mokosak Advisory Group, LLC | 248.231 $ | -14.615 $ | -5,6 % | 262.846 $ | +5.755 $ | +2,2 % | 257.091 $ | -589 $ | -0,2 % | 257.680 $ | +3.997 $ | +1,6 % |
| Kera Capital Partners, Inc. | 262.106 $ | +3.576 $ | +1,4 % | 258.530 $ | -4.281 $ | -1,6 % | 262.811 $ | |||||
| Duncan Williams Asset Management, LLC | 241.520 $ | -16.661 $ | -6,5 % | 258.181 $ | -3.364 $ | -1,3 % | 261.545 $ | +2.433 $ | +0,9 % | |||
| Macco Financial Group, Inc. | 261.458 $ | |||||||||||
| Blom & Howell Financial Planning, Inc. | 249.255 $ | +4.143 $ | +1,7 % | 245.112 $ | -16.095 $ | -6,2 % | 261.207 $ | |||||
| Creative Capital Management Investments LLC | 259.627 $ | +3.542 $ | +1,4 % | 256.085 $ | -2.054 $ | -0,8 % | 258.139 $ | +18.454 $ | +7,7 % | |||
| SEVEN MILE ADVISORY | 258.829 $ | |||||||||||
| Kendall Capital Management | 225.941 $ | +3.082 $ | +1,4 % | 222.859 $ | -35.531 $ | -13,8 % | 258.390 $ | +34.727 $ | +15,5 % | |||
| Bridgewealth Advisory Group, LLC | 248.550 $ | +3.391 $ | +1,4 % | 245.159 $ | -12.024 $ | -4,7 % | 257.183 $ | +11.139 $ | +4,5 % | |||
| TME FINANCIAL, INC. | 242.851 $ | -14.320 $ | -5,6 % | 257.171 $ | +5.452 $ | +2,2 % | 251.719 $ | -577 $ | -0,2 % | 252.296 $ | -5.203 $ | -2,0 % |
| Sovran Advisors, LLC | 205.978 $ | -51.103 $ | -19,9 % | 257.081 $ | +30.933 $ | +13,7 % | 226.148 $ | -6.760 $ | -2,9 % | |||
| GLR Partners, LLC | 224.727 $ | -30.959 $ | -12,1 % | 255.686 $ | ||||||||
| Dynasty Wealth Management, LLC | 254.949 $ | -12.166 $ | -4,6 % | |||||||||
| Capital Asset Managemnet, LLC | 253.201 $ | +5.544 $ | +2,2 % | 247.657 $ | -567 $ | -0,2 % | 248.224 $ | |||||
| WASHINGTON TRUST BANK | 220.813 $ | -30.084 $ | -12,0 % | 250.897 $ | ||||||||
| Crew Capital Management, Ltd | 250.897 $ | |||||||||||
| SIGNATUREFD, LLC | 249.985 $ | +225.421 $ | +917,7 % | 24.564 $ | -197 $ | -0,8 % | 24.761 $ | +108 $ | +0,4 % | |||
| Briggs Wealth Management, Inc | 249.764 $ | +3.407 $ | +1,4 % | 246.357 $ | -1.975 $ | -0,8 % | 248.332 $ | |||||
| Perissos Private Wealth Management, LLC | 249.612 $ | |||||||||||
| Cooksen Wealth, LLC | 233.051 $ | -16.056 $ | -6,4 % | 249.107 $ | +3.399 $ | +1,4 % | 245.708 $ | -1.970 $ | -0,8 % | 247.678 $ | -22.450 $ | -8,3 % |
| Syntegra Private Wealth Group, LLC | 232.017 $ | -15.774 $ | -6,4 % | 247.791 $ | +3.380 $ | +1,4 % | 244.411 $ | -1.960 $ | -0,8 % | 246.371 $ | +24.361 $ | +11,0 % |
| NI ACQUISITIONS COMPANY, LLC | 246.679 $ | |||||||||||
| IMC-Chicago, LLC | 246.656 $ | |||||||||||
| Maia Wealth LLC | 246.321 $ | -171.291 $ | -41,0 % | |||||||||
| General Partner, Inc. | 227.707 $ | -15.482 $ | -6,4 % | 243.189 $ | +3.318 $ | +1,4 % | 239.871 $ | -1.923 $ | -0,8 % | 241.794 $ | +18.482 $ | +8,3 % |
| GUYASUTA INVESTMENT ADVISORS INC | 228.347 $ | -14.037 $ | -5,8 % | 242.384 $ | +29.330 $ | +13,8 % | 213.054 $ | |||||
| Legacy Financial Strategies, LLC | 241.536 $ | |||||||||||
| KPP Advisory Services LLC | 240.963 $ | +3.287 $ | +1,4 % | 237.676 $ | -1.906 $ | -0,8 % | 239.582 $ | +1.049 $ | +0,4 % | |||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 240.720 $ | +26.238 $ | +12,2 % | |||||||||
| Opulen Financial Group LLC | 238.704 $ | +10.704 $ | +4,7 % | 228.000 $ | ||||||||
| PURSUIT WEALTH STRATEGIES, LLC | 238.384 $ | +7.144 $ | +3,1 % | 231.240 $ | +1.566 $ | +0,7 % | 229.674 $ | |||||
| UMB Private Wealth Management, LLC | 235.663 $ | |||||||||||
| Annex Advisory Services, LLC | 203.028 $ | -27.713 $ | -12,0 % | 230.741 $ | -4.566 $ | -1,9 % | 235.307 $ | +429 $ | +0,2 % | |||
| Downshift Financial, LLC | 155.724 $ | -63.689 $ | -29,0 % | 219.413 $ | -15.727 $ | -6,7 % | 235.140 $ | +16.735 $ | +7,7 % | 218.405 $ | ||
| WEATHERLY ASSET MANAGEMENT L. P. | 231.989 $ | -1.860 $ | -0,8 % | 233.849 $ | +1.023 $ | +0,4 % | ||||||
| Summit Place Financial Advisors, LLC | 232.591 $ | +26.052 $ | +12,6 % | |||||||||
| Basecamp Wealth Advisors LLC | 232.516 $ | +3.172 $ | +1,4 % | 229.344 $ | -1.839 $ | -0,8 % | 231.183 $ | |||||
| Bison Wealth, LLC | 232.332 $ | +2.022 $ | +0,9 % | 230.310 $ | +1.379 $ | +0,6 % | 228.931 $ | -2.344 $ | -1,0 % | |||
| TSFG, LLC | 232.000 $ | +39.000 $ | +20,2 % | 193.000 $ | +75.000 $ | +63,6 % | 118.000 $ | +1.000 $ | +0,9 % | |||
| Litman Gregory Wealth Management LLC | 231.435 $ | +1.012 $ | +0,4 % | |||||||||
| LRI Investments, LLC | 175.159 $ | -3.896 $ | -2,2 % | 179.055 $ | -51.927 $ | -22,5 % | 230.982 $ | +20.187 $ | +9,6 % | |||
| KANAWHA CAPITAL MANAGEMENT LLC | 215.204 $ | -14.632 $ | -6,4 % | 229.836 $ | +3.136 $ | +1,4 % | 226.700 $ | -1.818 $ | -0,8 % | 228.518 $ | +1.000 $ | +0,4 % |
| Physician Wealth Advisors, Inc. | 229.258 $ | +5.283 $ | +2,4 % | 223.975 $ | +25.955 $ | +13,1 % | 198.020 $ | +130.172 $ | +191,9 % | 67.848 $ | +797 $ | +1,2 % |
| Innovative Wealth Building LLC | 228.157 $ | +5.555 $ | +2,5 % | 222.602 $ | -3.722 $ | -1,6 % | 226.324 $ | +3.411 $ | +1,5 % | |||
| CITIZENS & NORTHERN CORP | 227.762 $ | +3.107 $ | +1,4 % | 224.655 $ | -1.801 $ | -0,8 % | 226.456 $ | -1.162 $ | -0,5 % | |||
| Cadent Capital Advisors, LLC | 212.363 $ | -14.438 $ | -6,4 % | 226.801 $ | ||||||||
| TRUST CO OF TOLEDO NA /OH/ | 59.200 $ | -4.025 $ | -6,4 % | 63.225 $ | -163.575 $ | -72,1 % | 226.800 $ | +143.821 $ | +173,3 % | 82.979 $ | -124.812 $ | -60,1 % |
| Kachkovsky & Fisher, Inc. | 212.982 $ | -12.537 $ | -5,6 % | 225.519 $ | ||||||||
| SILVER OAK SECURITIES, INCORPORATED | 224.676 $ | +21.125 $ | +10,4 % | 203.551 $ | -40.140 $ | -16,5 % | ||||||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 224.607 $ | +24.023 $ | +12,0 % | 200.584 $ | -1.350 $ | -0,7 % | 201.934 $ | -22.796 $ | -10,1 % | |||
| Orca Wealth Management, LLC | 211.617 $ | -12.459 $ | -5,6 % | 224.076 $ | ||||||||
| SFM, LLC d/b/a Sweeney Financial Advisors | 223.867 $ | +3.054 $ | +1,4 % | 220.813 $ | -1.771 $ | -0,8 % | 222.584 $ | +974 $ | +0,4 % | |||
| CALTON & ASSOCIATES, INC. | 223.135 $ | -150.048 $ | -40,2 % | |||||||||
| Belleair Asset Management, LLC | 222.046 $ | |||||||||||
| 180 WEALTH ADVISORS, LLC | 219.516 $ | -1.760 $ | -0,8 % | 221.276 $ | -29.074 $ | -11,6 % | ||||||
| Thoma Capital Management LLC | 221.276 $ | +968 $ | +0,4 % | |||||||||
| Opus Financial Solutions LLC | 221.237 $ | +3.018 $ | +1,4 % | 218.219 $ | -1.749 $ | -0,8 % | 219.968 $ | |||||
| Tennessee Valley Asset Management Partners | 221.055 $ | |||||||||||
| DONALDSON CAPITAL MANAGEMENT, LLC | 220.074 $ | +3.003 $ | +1,4 % | 217.071 $ | -1.741 $ | -0,8 % | 218.812 $ | -795 $ | -0,4 % | |||
| Fortitude Advisory Group L.L.C. | 204.311 $ | -13.891 $ | -6,4 % | 218.202 $ | ||||||||
| Exchange Bank | 203.411 $ | -13.830 $ | -6,4 % | 217.241 $ | ||||||||
| Family Office Research LLC | 216.368 $ | |||||||||||
| FIRST FINANCIAL BANKSHARES INC | 216.223 $ | |||||||||||
| FINANCIAL MANAGEMENT NETWORK INC | 202.851 $ | -11.125 $ | -5,2 % | 213.976 $ | +1.236 $ | +0,6 % | 212.740 $ | +1.345 $ | +0,6 % | 211.395 $ | +3.227 $ | +1,6 % |
| Key Client Fiduciary Advisors, LLC | 213.120 $ | |||||||||||
| MAIRS & POWER INC | 211.771 $ | |||||||||||
| OPTIMA CAPITAL LLC | 211.070 $ | +210.919 $ | +139.681,5 % | 151 $ | ||||||||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 210.767 $ | |||||||||||
| Arsenal Capital Advisors LLC | 210.334 $ | +4.605 $ | +2,2 % | 205.729 $ | -471 $ | -0,2 % | 206.200 $ | |||||
| Comprehensive Money Management Services LLC | 210.037 $ | |||||||||||
| Hamilton Capital, LLC | 209.502 $ | |||||||||||
| Two West Capital Advisors LLC | 209.220 $ | |||||||||||
| Hutchens & Kramer Investment Management Group, LLC | 208.693 $ | +2.847 $ | +1,4 % | 205.846 $ | ||||||||
| Walser Wealth Management Company, A Ltd Liability Co | 207.427 $ | +6.423 $ | +3,2 % | 201.004 $ | ||||||||
| Spinnaker Investment Group, LLC | 206.721 $ | +3.369 $ | +1,7 % | 203.352 $ | -3.239 $ | -1,6 % | 206.591 $ | +904 $ | +0,4 % | |||
| Ascentis Wealth Management, LLC | 1.062 $ | -205.127 $ | -99,5 % | 206.189 $ | +5.909 $ | +3,0 % | ||||||
| IVC Wealth Advisors LLC | 205.911 $ | |||||||||||
| CAPITAL ADVISORS INC/OK | 203.002 $ | |||||||||||
| HOWARD WEALTH MANAGEMENT, LLC | 202.683 $ | |||||||||||
| FULTON BREAKEFIELD BROENNIMAN LLC | 202.468 $ | -249.464 $ | -55,2 % | |||||||||
| Clare Market Investments LLC | 202.320 $ | |||||||||||
| SWMG, LLC | 202.116 $ | -246 $ | -0,1 % | |||||||||
| Wescott Financial Advisory Group, LLC | 201.694 $ | |||||||||||
| Summa Corp. | 201.160 $ | |||||||||||
| Coppell Advisory Solutions LLC | 200.897 $ | |||||||||||
| Financial Perspectives, Inc | 198.343 $ | +2.706 $ | +1,4 % | 195.637 $ | -1.047 $ | -0,5 % | 196.684 $ | +860 $ | +0,4 % | |||
| EASTERN BANK | 3.552 $ | -112.125 $ | -96,9 % | 115.677 $ | +1.578 $ | +1,4 % | 114.099 $ | -80.674 $ | -41,4 % | 194.773 $ | +80.263 $ | +70,1 % |
| Strategic Investment Solutions, Inc. /IL | 133.948 $ | -48.923 $ | -26,8 % | 182.871 $ | +48.629 $ | +36,2 % | 134.242 $ | -92.786 $ | -40,9 % | |||
| Fairscale Capital, LLC | 179.508 $ | +2.448 $ | +1,4 % | 177.060 $ | -1.419 $ | -0,8 % | 178.479 $ | +781 $ | +0,4 % | |||
| Essential Investment Partners LLC | 177.030 $ | +77.250 $ | +77,4 % | 99.780 $ | ||||||||
| Vermillion & White Wealth Management Group, LLC | 176.367 $ | +15.692 $ | +9,8 % | |||||||||
| RAFFA WEALTH MANAGEMENT, LLC | 175.150 $ | +4.822 $ | +2,8 % | 170.328 $ | +112.041 $ | +192,2 % | 58.287 $ | +24.927 $ | +74,7 % | |||
| Versant Capital Management, Inc | 116.772 $ | -6.875 $ | -5,6 % | 123.647 $ | +2.707 $ | +2,2 % | 120.940 $ | -52.679 $ | -30,3 % | 173.619 $ | +5.047 $ | +3,0 % |
| Arlington Trust Co LLC | 35.520 $ | -2.415 $ | -6,4 % | 37.935 $ | -130.587 $ | -77,5 % | 168.522 $ | +737 $ | +0,4 % | |||
| BOK Financial Private Wealth, Inc. | 166.105 $ | |||||||||||
| ORG Partners LLC | 166.006 $ | +153.088 $ | +1.185,1 % | |||||||||
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 165.152 $ | +722 $ | +0,4 % | |||||||||
| Millstone Evans Group, LLC | 143.495 $ | +8.293 $ | +6,1 % | 135.202 $ | -1.084 $ | -0,8 % | 136.286 $ | +79.306 $ | +139,2 % | |||
| 10Elms LLP | 143.141 $ | +1.952 $ | +1,4 % | 141.189 $ | -1.132 $ | -0,8 % | 142.321 $ | +623 $ | +0,4 % | |||
| Financial Network Wealth Advisors LLC | 142.534 $ | +1.944 $ | +1,4 % | 140.590 $ | -1.127 $ | -0,8 % | 141.717 $ | +620 $ | +0,4 % | |||
| BOKF, NA | 141.969 $ | |||||||||||
| CENTRAL TRUST Co | 132.520 $ | +3.953 $ | +3,1 % | 128.567 $ | -12.849 $ | -9,1 % | 141.416 $ | +27.056 $ | +23,7 % | |||
| Abound Wealth Management | 138.719 $ | +2.184 $ | +1,6 % | 136.535 $ | +16.831 $ | +14,1 % | 119.704 $ | +5.458 $ | +4,8 % | |||
| EVOLUTION WEALTH MANAGEMENT INC. | 132.064 $ | |||||||||||
| Retirement Wealth Solutions LLC | 122.558 $ | -7.216 $ | -5,6 % | 129.774 $ | +26.653 $ | +25,8 % | 103.121 $ | -236 $ | -0,2 % | 103.357 $ | +1.603 $ | +1,6 % |
| MONTAG A & ASSOCIATES INC | 129.232 $ | +1.763 $ | +1,4 % | 127.469 $ | -1.022 $ | -0,8 % | 128.491 $ | -6.398 $ | -4,7 % | |||
| Woodside Wealth Management LLC | 127.334 $ | +557 $ | +0,4 % | |||||||||
| Centennial Bank/AR/ | 118.003 $ | +1.610 $ | +1,4 % | 116.393 $ | -934 $ | -0,8 % | 117.327 $ | +514 $ | +0,4 % | |||
| Addison Advisors LLC | 50.985 $ | -59.173 $ | -53,7 % | 110.158 $ | -883 $ | -0,8 % | 111.041 $ | +486 $ | +0,4 % | |||
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 102.724 $ | -6.985 $ | -6,4 % | 109.709 $ | +1.497 $ | +1,4 % | 108.212 $ | |||||
| Covestor Ltd | 109.000 $ | +10.000 $ | +10,1 % | 99.000 $ | +3.000 $ | +3,1 % | 96.000 $ | +13.000 $ | +15,7 % | |||
| Measured Wealth Private Client Group, LLC | 104.370 $ | -837 $ | -0,8 % | 105.207 $ | +68.355 $ | +185,5 % | ||||||
| BITTERROOT CAPITAL ADVISORS LLC | 102.930 $ | +1.404 $ | +1,4 % | 101.526 $ | -814 $ | -0,8 % | 102.340 $ | |||||
| DAGCO, INC. | 101.759 $ | -233 $ | -0,2 % | 101.992 $ | -1.463 $ | -1,4 % | ||||||
| RHL GROUP, LLC | 101.286 $ | |||||||||||
| Triumph Capital Management | 96.756 $ | -4.404 $ | -4,4 % | 101.160 $ | +31.464 $ | +45,1 % | 69.696 $ | +60.443 $ | +653,2 % | 9.253 $ | ||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 94.720 $ | -6.440 $ | -6,4 % | 101.160 $ | +1.380 $ | +1,4 % | 99.780 $ | |||||
| Pandora Wealth, Inc. | 100.580 $ | +440 $ | +0,4 % | |||||||||
| Clean Yield Group | 99.845 $ | +1.362 $ | +1,4 % | 98.483 $ | -789 $ | -0,8 % | 99.272 $ | +434 $ | +0,4 % | |||
| Sound Income Strategies, LLC | 99.061 $ | +3.906 $ | +4,1 % | 95.155 $ | +53.459 $ | +128,2 % | ||||||
| Princeton Global Asset Management LLC | 98.860 $ | +18.875 $ | +23,6 % | 79.985 $ | +1.142 $ | +1,4 % | 78.843 $ | -598 $ | -0,8 % | 79.441 $ | +73.467 $ | +1.229,8 % |
| Bollard Group LLC | 96.000 $ | +2.000 $ | +2,1 % | 94.000 $ | +0 $ | +0,0 % | 94.000 $ | +2.000 $ | +2,2 % | |||
| Bogart Wealth, LLC | 71.871 $ | +3.472 $ | +5,1 % | 68.399 $ | -25.744 $ | -27,3 % | 94.143 $ | +46.827 $ | +99,0 % | |||
| New Millennium Group LLC | 92.584 $ | +405 $ | +0,4 % | |||||||||
| Godfrey Financial Associates, Inc. | 92.309 $ | +1.260 $ | +1,4 % | 91.049 $ | +1.181 $ | +1,3 % | 89.868 $ | |||||
| CHESAPEAKE ASSET MANAGEMENT LLC | 45.269 $ | -16.195 $ | -26,3 % | 61.464 $ | -29.259 $ | -32,3 % | 90.723 $ | +47.663 $ | +110,7 % | |||
| IMG Wealth Management, Inc. | 84.570 $ | +30.789 $ | +57,2 % | 53.781 $ | +26.021 $ | +93,7 % | 27.760 $ | +121 $ | +0,4 % | |||
| Turning Point Benefit Group, Inc. | 84.185 $ | +502 $ | +0,6 % | |||||||||
| CITY HOLDING CO | 71.844 $ | -9.943 $ | -12,2 % | 81.787 $ | +1.132 $ | +1,4 % | 80.655 $ | -663 $ | -0,8 % | 81.318 $ | ||
| Security National Bank | 53.514 $ | +730 $ | +1,4 % | 52.784 $ | -25.920 $ | -32,9 % | 78.704 $ | +25.730 $ | +48,6 % | |||
| Rydar Equities, Inc. | 74.579 $ | |||||||||||
| Larson Financial Group LLC | 16.323 $ | -4.844 $ | -22,9 % | 21.167 $ | -52.221 $ | -71,2 % | 73.388 $ | +427 $ | +0,6 % | |||
| Transamerica Financial Advisors, LLC | 72.536 $ | |||||||||||
| Trifecta Capital Advisors, LLC | 71.167 $ | |||||||||||
| NFSG Corp | 71.070 $ | +69.623 $ | +4.811,5 % | 1.447 $ | ||||||||
| SOA Wealth Advisors, LLC. | 43.853 $ | +598 $ | +1,4 % | 43.255 $ | -27.654 $ | -39,0 % | 70.909 $ | -29.013 $ | -29,0 % | |||
| Johnson Financial Group, Inc. | 70.812 $ | +966 $ | +1,4 % | 69.846 $ | -560 $ | -0,8 % | 70.406 $ | -62.430 $ | -47,0 % | |||
| High Note Wealth, LLC | 70.104 $ | |||||||||||
| HANTZ FINANCIAL SERVICES, INC. | 56.000 $ | +16.000 $ | +40,0 % | 40.000 $ | -30.000 $ | -42,9 % | 70.000 $ | +65.000 $ | +1.300,0 % | |||
| Pinnacle Wealth Planning Services, Inc. | 69.750 $ | +30.936 $ | +79,7 % | 38.814 $ | +38.563 $ | +15.363,7 % | 251 $ | |||||
| Birchwood Financial Partners, Inc. | 68.384 $ | +17.496 $ | +34,4 % | 50.888 $ | -408 $ | -0,8 % | 51.296 $ | |||||
| Clarity Asset Management, Inc. | 66.354 $ | -1.124 $ | -1,7 % | 67.478 $ | ||||||||
| Heritage Wealth Advisors | 61.101 $ | -3.157 $ | -4,9 % | 64.258 $ | -2.980 $ | -4,4 % | 67.238 $ | +294 $ | +0,4 % | |||
| Oakworth Capital, Inc. | 62.184 $ | +59.939 $ | +2.669,9 % | 2.245 $ | -18 $ | -0,8 % | 2.263 $ | -3.094 $ | -57,8 % | |||
| JPL Wealth Management, LLC | 60.292 $ | +10.751 $ | +21,7 % | 49.541 $ | +24.506 $ | +97,9 % | ||||||
| FIRST FINANCIAL CORP /IN/ | 55.648 $ | -3.784 $ | -6,4 % | 59.432 $ | +811 $ | +1,4 % | 58.621 $ | +19.646 $ | +50,4 % | 38.975 $ | +171 $ | +0,4 % |
| Cromwell Holdings LLC | 58.673 $ | +4.597 $ | +8,5 % | |||||||||
| Coston, McIsaac & Partners | 57.000 $ | +1.000 $ | +1,8 % | 56.000 $ | +0 $ | +0,0 % | 56.000 $ | +31.000 $ | +124,0 % | |||
| Fourth Dimension Wealth, LLC | 55.638 $ | +759 $ | +1,4 % | 54.879 $ | -440 $ | -0,8 % | 55.319 $ | +242 $ | +0,4 % | |||
| LGT Financial Advisors LLC | 54.770 $ | +4.456 $ | +8,9 % | 50.314 $ | -474 $ | -0,9 % | 50.788 $ | -17.797 $ | -25,9 % | |||
| PITTENGER & ANDERSON INC | 54.677 $ | +745 $ | +1,4 % | 53.932 $ | -432 $ | -0,8 % | 54.364 $ | |||||
| City State Bank | 49.917 $ | -3.394 $ | -6,4 % | 53.311 $ | +3.474 $ | +7,0 % | 49.837 $ | +218 $ | +0,4 % | |||
| Longview Financial Advisors LLC | 52.351 $ | +714 $ | +1,4 % | 51.637 $ | -414 $ | -0,8 % | 52.051 $ | +228 $ | +0,4 % | |||
| BLUELINE ADVISORS LLC | 51.517 $ | +36.613 $ | +245,7 % | 14.904 $ | +253 $ | +1,7 % | 14.651 $ | -115 $ | -0,8 % | 14.766 $ | ||
| Dunhill Financial, LLC | 32.168 $ | +7.373 $ | +29,7 % | 24.795 $ | -25.914 $ | -51,1 % | 50.709 $ | -713 $ | -1,4 % | |||
| Asset Dedication, LLC | 50.589 $ | |||||||||||
| Rossmore Private Capital | 50.580 $ | +690 $ | +1,4 % | 49.890 $ | -400 $ | -0,8 % | 50.290 $ | |||||
| Ransom Advisory, Ltd | 50.290 $ | |||||||||||
| Transce3nd, LLC | 39.114 $ | -1.348 $ | -3,3 % | 40.462 $ | -9.542 $ | -19,1 % | 50.004 $ | -7.367 $ | -12,8 % | |||
| Avalon Trust Co | 25.139 $ | +343 $ | +1,4 % | 24.796 $ | -25.193 $ | -50,4 % | 49.989 $ | +219 $ | +0,4 % | |||
| Global Trust Asset Management, LLC | 43.808 $ | -2.979 $ | -6,4 % | 46.787 $ | +639 $ | +1,4 % | 46.148 $ | +24.775 $ | +115,9 % | 21.373 $ | +93 $ | +0,4 % |
| PIN OAK INVESTMENT ADVISORS INC | 46.000 $ | +1.000 $ | +2,2 % | 45.000 $ | -1.000 $ | -2,2 % | 46.000 $ | +937 $ | +2,1 % | |||
| Clear Street Group Inc. | 42.993 $ | |||||||||||
| FARMERS & MERCHANTS INVESTMENTS INC | 40.256 $ | -13.820 $ | -25,6 % | |||||||||
| Premier Financial Group | 39.652 $ | |||||||||||
| WOLFF WIESE MAGANA LLC | 27.042 $ | +4.187 $ | +18,3 % | 22.855 $ | -12.427 $ | -35,2 % | 35.282 $ | -25 $ | -0,1 % | 35.307 $ | +465 $ | +1,3 % |
| NEPC LLC | 34.142 $ | +466 $ | +1,4 % | 33.676 $ | -270 $ | -0,8 % | 33.946 $ | |||||
| Investors Research Corp | 15.155 $ | -1.031 $ | -6,4 % | 16.186 $ | +221 $ | +1,4 % | 15.965 $ | -16.221 $ | -50,4 % | 32.186 $ | +141 $ | +0,4 % |
| Cape Investment Advisory, Inc. | 31.782 $ | +289 $ | +0,9 % | 31.493 $ | +2.192 $ | +7,5 % | 29.301 $ | -16.045 $ | -35,4 % | |||
| Nemes Rush Group LLC | 16.691 $ | -14.690 $ | -46,8 % | 31.381 $ | -251 $ | -0,8 % | 31.632 $ | +138 $ | +0,4 % | |||
| AFFINITY WEALTH LLC | 28.917 $ | +127 $ | +0,4 % | |||||||||
| NBT BANK, N.A. | 28.325 $ | +387 $ | +1,4 % | 27.938 $ | -224 $ | -0,8 % | 28.162 $ | +123 $ | +0,4 % | |||
| True Wealth Design, LLC | 26.555 $ | |||||||||||
| Smallwood Wealth Investment Management, LLC | 26.251 $ | +359 $ | +1,4 % | 25.892 $ | ||||||||
| VALLEY NATIONAL ADVISERS INC | 25.847 $ | +847 $ | +3,4 % | 25.000 $ | +0 $ | +0,0 % | 25.000 $ | +0 $ | +0,0 % | |||
| WELLINGTON-ALTUS USA INC. | 24.945 $ | -345 $ | -1,4 % | 25.290 $ | +145 $ | +0,6 % | 25.145 $ | |||||
| Moisand Fitzgerald Tamayo, LLC | 16.908 $ | -1.150 $ | -6,4 % | 18.058 $ | +247 $ | +1,4 % | 17.811 $ | -6.982 $ | -28,2 % | 24.793 $ | +108 $ | +0,4 % |
| ROTHSCHILD INVESTMENT LLC | 3.358 $ | +74 $ | +2,3 % | 3.284 $ | -21.381 $ | -86,7 % | 24.665 $ | +21.424 $ | +661,0 % | |||
| MARYLAND CAPITAL ADVISORS INC. | 22.260 $ | -1.513 $ | -6,4 % | 23.773 $ | +136 $ | +0,6 % | 23.637 $ | +104 $ | +0,4 % | |||
| Farmers & Merchants Trust Co of Chambersburg PA | 23.000 $ | +0 $ | +0,0 % | 23.000 $ | +0 $ | +0,0 % | 23.000 $ | +0 $ | +0,0 % | |||
| United Financial Planning Group LLC | 22.850 $ | -6.541 $ | -22,3 % | |||||||||
| Merkkuri Wealth Advisors LLC | 21.870 $ | |||||||||||
| Pflug Koory, LLC | 21.271 $ | +465 $ | +2,2 % | 20.806 $ | -47 $ | -0,2 % | 20.853 $ | +323 $ | +1,6 % | |||
| Privatperson | 20.232 $ | +276 $ | +1,4 % | 19.956 $ | ||||||||
| EQ WEALTH ADVISORS, LLC | 19.764 $ | |||||||||||
| Centerpoint Advisors, LLC | 19.000 $ | |||||||||||
| Wealth Enhancement Trust Services, Inc. | 18.083 $ | +11.002 $ | +155,4 % | 7.081 $ | +96 $ | +1,4 % | 6.985 $ | |||||
| Anchor Investment Management, LLC | 16.186 $ | |||||||||||
| N.E.W. Advisory Services LLC | 16.084 $ | +219 $ | +1,4 % | 15.865 $ | -127 $ | -0,8 % | 15.992 $ | +70 $ | +0,4 % | |||
| Privatperson | 14.872 $ | -1.011 $ | -6,4 % | 15.883 $ | ||||||||
| Buck Wealth Strategies, LLC | 15.579 $ | |||||||||||
| Russell Investments Group, Ltd. | 15.395 $ | +2.783 $ | +22,1 % | 12.612 $ | +11.078 $ | +722,2 % | 1.534 $ | -790 $ | -34,0 % | |||
| Networth Advisors, LLC | 15.376 $ | +209 $ | +1,4 % | 15.167 $ | -121 $ | -0,8 % | 15.288 $ | |||||
| Noble Wealth Management PBC | 14.966 $ | |||||||||||
| Kilter Group LLC | 13.881 $ | +13.830 $ | +27.117,6 % | |||||||||
| Keystone Financial Group, Inc. | 13.500 $ | -31 $ | -0,2 % | 13.531 $ | +210 $ | +1,6 % | ||||||
| Cassaday & Co Wealth Management LLC | 9.459 $ | -3.513 $ | -27,1 % | 12.972 $ | ||||||||
| Minot DeBlois Advisors LLC | 12.645 $ | +173 $ | +1,4 % | 12.472 $ | -101 $ | -0,8 % | 12.573 $ | +55 $ | +0,4 % | |||
| Institute for Wealth Management, LLC. | 12.645 $ | |||||||||||
| PFS Partners, LLC | 12.070 $ | |||||||||||
| VALLEY WEALTH MANAGERS, INC. | 10.893 $ | -740 $ | -6,4 % | 11.633 $ | +158 $ | +1,4 % | 11.475 $ | -92 $ | -0,8 % | 11.567 $ | +51 $ | +0,4 % |
| VIMA LLC | 11.532 $ | |||||||||||
| Quent Capital, LLC | 9.379 $ | -2.037 $ | -17,8 % | 11.416 $ | +2.003 $ | +21,3 % | ||||||
| Strive Financial Group ,LLC | 1.163 $ | -9.837 $ | -89,4 % | 11.000 $ | -215 $ | -1,9 % | 11.215 $ | |||||
| Greykasell Wealth Strategies, Inc. | 7.020 $ | +154 $ | +2,2 % | 6.866 $ | -3.987 $ | -36,7 % | 10.853 $ | |||||
| Aspect Partners, LLC | 10.135 $ | -689 $ | -6,4 % | 10.824 $ | ||||||||
| Planning Strategies Inc. | 8.335 $ | +495 $ | +6,3 % | 7.840 $ | ||||||||
| Sunbelt Securities, Inc. | 8.082 $ | -65 $ | -0,8 % | 8.147 $ | +36 $ | +0,4 % | ||||||
| Western Pacific Wealth Management, LP | 7.539 $ | -513 $ | -6,4 % | 8.052 $ | +110 $ | +1,4 % | 7.942 $ | -63 $ | -0,8 % | 8.005 $ | +57 $ | +0,7 % |
| Wealth Preservation Advisors, LLC | 7.845 $ | |||||||||||
| Spurstone Advisory Services, LLC | 7.116 $ | +6.867 $ | +2.757,8 % | 249 $ | -1.360 $ | -84,5 % | 1.609 $ | +7 $ | +0,4 % | |||
| SALEM INVESTMENT COUNSELORS INC | 7.082 $ | |||||||||||
| Atlantic Edge Private Wealth Management, LLC | 5.920 $ | -403 $ | -6,4 % | 6.323 $ | +86 $ | +1,4 % | 6.237 $ | -50 $ | -0,8 % | 6.287 $ | +28 $ | +0,4 % |
| Nicht ausgewiesen | 6.323 $ | +87 $ | +1,4 % | 6.236 $ | -50 $ | -0,8 % | 6.286 $ | |||||
| Winthrop Capital Management, LLC | 6.000 $ | +0 $ | +0,0 % | 6.000 $ | +0 $ | +0,0 % | 6.000 $ | +0 $ | +0,0 % | |||
| Nicht ausgewiesen | 5.638 $ | -45 $ | -0,8 % | 5.683 $ | +25 $ | +0,4 % | ||||||
| GHP Investment Advisors, Inc. | 5.115 $ | -348 $ | -6,4 % | 5.463 $ | +74 $ | +1,4 % | 5.389 $ | -43 $ | -0,8 % | 5.432 $ | +24 $ | +0,4 % |
| Costello Asset Management, INC | 5.200 $ | +81 $ | +1,6 % | |||||||||
| Sachetta, LLC | 5.195 $ | |||||||||||
| LANARK FINANCIAL, INC. | 5.159 $ | +71 $ | +1,4 % | 5.088 $ | ||||||||
| SITTNER & NELSON, LLC | 4.491 $ | -68 $ | -1,5 % | 4.559 $ | ||||||||
| MCGUIRE CAPITAL ADVISORS INC | 4.552 $ | +810 $ | +21,6 % | 3.742 $ | -30 $ | -0,8 % | 3.772 $ | |||||
| Graney & King, LLC | 4.118 $ | +90 $ | +2,2 % | 4.028 $ | -9 $ | -0,2 % | 4.037 $ | +62 $ | +1,6 % | |||
| Frazier Financial Advisors, LLC | 3.296 $ | +72 $ | +2,2 % | 3.224 $ | -559 $ | -14,8 % | 3.783 $ | |||||
| COMPASS FINANCIAL MANAGEMENT LLC | 3.743 $ | |||||||||||
| TUCKER ASSET MANAGEMENT LLC | 3.671 $ | |||||||||||
| Financial Management Professionals, Inc. | 3.553 $ | |||||||||||
| Pacifica Partners Inc. | 2.991 $ | |||||||||||
| NVWM, LLC | 2.823 $ | +161 $ | +6,0 % | 2.662 $ | +145 $ | +5,8 % | 2.517 $ | +288 $ | +12,9 % | |||
| HFM Investment Advisors, LLC | 2.556 $ | |||||||||||
| Quaker Wealth Management, LLC | 2.274 $ | -154 $ | -6,3 % | 2.428 $ | +33 $ | +1,4 % | 2.395 $ | -19 $ | -0,8 % | 2.414 $ | ||
| QUADRANT CAPITAL GROUP LLC | 2.146 $ | -17 $ | -0,8 % | 2.163 $ | +9 $ | +0,4 % | ||||||
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 2.062 $ | +9 $ | +0,4 % | |||||||||
| Lloyd Advisory Services, LLC. | 1.951 $ | |||||||||||
| Kingdom Financial Group LLC. | 1.951 $ | |||||||||||
| Community Financial Services Group, LLC | 1.756 $ | -111 $ | -5,9 % | 1.867 $ | +20 $ | +1,1 % | 1.847 $ | |||||
| DHJJ Financial Advisors, Ltd. | 798 $ | +16 $ | +2,0 % | 782 $ | -4 $ | -0,5 % | 786 $ | -19.668 $ | -96,2 % | |||
| Harbor Asset Planning, Inc. | 627 $ | -2 $ | -0,3 % | 629 $ | +10 $ | +1,6 % | ||||||
| American Capital Advisory, LLC | 607 $ | +8 $ | +1,3 % | 599 $ | -5 $ | -0,8 % | 604 $ | +3 $ | +0,5 % | |||
| NorthAvenue LLC | 403 $ | |||||||||||
| POM Investment Strategies, LLC | 142 $ | |||||||||||
| Hughes Financial Services, LLC | 51 $ | +1 $ | +2,0 % | 50 $ | +0 $ | +0,0 % | 50 $ | +0 $ | +0,0 % | |||
| Your Advocates Ltd., LLP | 50 $ | |||||||||||
| Total | 2.758.252.127 $ | -138.485.351 $ | +56,9 % | 30.720.642.704 $ | +2.420.917.968 $ | +207,3 % | 28.111.056.277 $ | -4.863.088.556 $ | +421,3 % | 32.222.858.874 $ | -3.370.996.845 $ | +89,9 % |
Not investment advice, no individual recommendation.
The figures shown here are an aggregated evaluation of publicly available
regulatory filings and public registers and do not constitute an assessment or
recommendation regarding individual securities, funds, or issuers.
Conflicts of interest: The operator may receive affiliate compensation via linked providers (e.g. brokers) and may hold positions in the securities discussed. Methodology: Calculation basis.
Conflicts of interest: The operator may receive affiliate compensation via linked providers (e.g. brokers) and may hold positions in the securities discussed. Methodology: Calculation basis.
Not investment advice, no individual recommendation.
Aggregated evaluation of public regulatory filings, no assessment of individual
securities. The operator may receive affiliate compensation via linked providers
and may hold positions.
Legal notices.