| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 11.891.396.667 $ | +306.155.888 $ | +93,1 % | 101.166.117.103 $ | +8.532.110.460 $ | +97,4 % | 93.181.950.262 $ | +820.278.319 $ | +302,6 % | 91.529.192.999 $ | -1.754.227.370 $ | +497,9 % |
| JPMORGAN CHASE & CO | 5.608.283.685 $ | +520.105.665 $ | +10,2 % | 5.088.178.020 $ | -1.674.199.970 $ | -24,8 % | 6.762.377.990 $ | -7.132.215.754 $ | -51,3 % | |||
| BANK OF AMERICA CORP /DE/ | 6.374.962.155 $ | +470.585.486 $ | +8,0 % | 5.904.376.669 $ | +567.565.333 $ | +10,6 % | 5.336.811.336 $ | +463.281.896 $ | +9,5 % | |||
| FMR LLC | 3.971.876.038 $ | +280.912.304 $ | +7,6 % | 3.690.963.734 $ | -26.979.825 $ | -0,7 % | 3.717.943.559 $ | -294.906.130 $ | -7,3 % | |||
| LPL Financial LLC | 3.571.051.621 $ | +311.192.105 $ | +9,5 % | 3.259.859.516 $ | +116.050.852 $ | +3,7 % | 3.143.808.664 $ | +192.197.705 $ | +6,5 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 2.956.274.545 $ | +170.201.144 $ | +6,1 % | 2.786.073.401 $ | +395.222.747 $ | +16,5 % | 2.390.850.654 $ | -10.368.965 $ | -0,4 % | |||
| American Family Investments, Inc. | 2.609.945.203 $ | +721.394.638 $ | +38,2 % | 1.888.550.565 $ | +328.412.760 $ | +21,1 % | 1.560.137.805 $ | +416.460.743 $ | +36,4 % | |||
| Betterment LLC | 2.362.194.000 $ | +169.554.000 $ | +7,7 % | 2.192.640.000 $ | +41.965.000 $ | +2,0 % | 2.150.675.000 $ | +183.903.000 $ | +9,4 % | |||
| MORGAN STANLEY | 1.840.282.966 $ | -90.809.424 $ | -4,7 % | 1.931.092.390 $ | +135.038.851 $ | +7,5 % | 1.796.053.539 $ | +105.757.871 $ | +6,3 % | |||
| UBS Group AG | 1.810.206.087 $ | +105.213.385 $ | +6,2 % | 1.704.992.702 $ | +629.953.470 $ | +58,6 % | 1.075.039.232 $ | +30.502.243 $ | +2,9 % | |||
| WELLS FARGO & COMPANY/MN | 1.737.612.403 $ | +92.125.435 $ | +5,6 % | 1.645.486.968 $ | +93.160.617 $ | +6,0 % | 1.552.326.351 $ | +52.538.919 $ | +3,5 % | |||
| Creative Planning | 1.706.536.027 $ | +74.205.908 $ | +4,5 % | 1.632.330.119 $ | +80.474.736 $ | +5,2 % | 1.551.855.383 $ | +51.277.179 $ | +3,4 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.471.621.650 $ | +129.876.045 $ | +9,7 % | 1.341.745.605 $ | +48.301.346 $ | +3,7 % | 1.293.444.259 $ | +83.150.095 $ | +6,9 % | |||
| NORTHERN TRUST CORP | 1.391.389.443 $ | +79.849.550 $ | +6,1 % | 1.311.539.893 $ | +3.807.690 $ | +0,3 % | 1.307.732.203 $ | +31.807.393 $ | +2,5 % | |||
| Fisher Asset Management, LLC | 1.362.319.002 $ | +130.834.157 $ | +10,6 % | 1.231.484.845 $ | +82.969.348 $ | +7,2 % | 1.148.515.497 $ | +112.493.858 $ | +10,9 % | |||
| GOLDMAN SACHS GROUP INC | 991.544.200 $ | -144.495.688 $ | -12,7 % | 1.136.039.888 $ | -186.591.511 $ | -14,1 % | 1.322.631.399 $ | +145.080.115 $ | +12,3 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 1.291.699.028 $ | +164.616.637 $ | +14,6 % | 1.127.082.391 $ | +102.332.805 $ | +10,0 % | 1.024.749.586 $ | +125.058.921 $ | +13,9 % | |||
| Wealthfront Advisers LLC | 1.226.917.699 $ | +150.651.468 $ | +14,0 % | 1.076.266.231 $ | +70.495.675 $ | +7,0 % | 1.005.770.556 $ | +200.099.613 $ | +24,8 % | |||
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 939.839.810 $ | +161.195.213 $ | +20,7 % | 778.644.597 $ | -354.864.994 $ | -31,3 % | 1.133.509.591 $ | +52.399.844 $ | +4,8 % | |||
| SEI INVESTMENTS CO | 868.261.460 $ | +3.230.660 $ | +0,4 % | 865.030.800 $ | -198.749.020 $ | -18,7 % | 1.063.779.820 $ | +111.776.710 $ | +11,7 % | |||
| AMERIPRISE FINANCIAL INC | 896.454.615 $ | +48.504.938 $ | +5,7 % | 847.949.677 $ | -187.730.850 $ | -18,1 % | 1.035.680.527 $ | +35.730.787 $ | +3,6 % | |||
| PNC FINANCIAL SERVICES GROUP, INC. | 998.730.247 $ | +28.552.170 $ | +2,9 % | 970.178.077 $ | -23.376.316 $ | -2,4 % | 993.554.393 $ | +10.054.791 $ | +1,0 % | |||
| EP Wealth Advisors, LLC | 987.114.913 $ | +154.540.013 $ | +18,6 % | 832.574.900 $ | +56.318.172 $ | +7,3 % | 776.256.728 $ | |||||
| BlackRock, Inc. | 899.457.574 $ | +35.262.283 $ | +4,1 % | 864.195.291 $ | +64.706.653 $ | +8,1 % | 799.488.638 $ | +107.105.967 $ | +15,5 % | |||
| RAYMOND JAMES FINANCIAL INC | 868.057.257 $ | +65.457.203 $ | +8,2 % | 802.600.054 $ | +108.773.653 $ | +15,7 % | 693.826.401 $ | -3.662.877 $ | -0,5 % | |||
| Focus Partners Wealth | 858.335.290 $ | +157.618.678 $ | +22,5 % | 700.716.612 $ | +23.378.392 $ | +3,5 % | 677.338.220 $ | +154.813.029 $ | +29,6 % | |||
| Matson Money. Inc. | 813.083.878 $ | +30.527.762 $ | +3,9 % | 782.556.116 $ | +35.812.571 $ | +4,8 % | 746.743.545 $ | +24.799.219 $ | +3,4 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 84.698.088 $ | -40.956.561 $ | -32,6 % | 125.654.649 $ | -683.902.637 $ | -84,5 % | 809.557.286 $ | +688.897.896 $ | +570,9 % | |||
| Cetera Investment Advisers | 788.668.852 $ | +71.944.618 $ | +10,0 % | 716.724.234 $ | +61.851.971 $ | +9,4 % | 654.872.263 $ | +64.337.878 $ | +10,9 % | |||
| ASSETMARK, INC | 787.779.932 $ | +61.341.131 $ | +8,4 % | 726.438.801 $ | +110.970.774 $ | +18,0 % | 615.468.027 $ | +13.629.620 $ | +2,3 % | 601.838.407 $ | +36.128.348 $ | +6,4 % |
| ALLSTATE CORP | 756.469.127 $ | +311.639.537 $ | +70,1 % | 444.829.590 $ | -156.681.595 $ | -26,0 % | 601.511.185 $ | +119.956.077 $ | +24,9 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 717.596.302 $ | +28.060.608 $ | +4,1 % | 689.535.694 $ | +17.750.832 $ | +2,6 % | 671.784.862 $ | +10.297.862 $ | +1,6 % | |||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 684.623.771 $ | +42.569.769 $ | +6,6 % | 642.054.002 $ | ||||||||
| US BANCORP \DE\ | 653.680.492 $ | +26.258.996 $ | +4,2 % | 627.421.496 $ | -8.589.285 $ | -1,4 % | 636.010.781 $ | +1.733.584 $ | +0,3 % | |||
| TIAA TRUST, NATIONAL ASSOCIATION | 33.834.095 $ | +3.329.803 $ | +10,9 % | 30.504.292 $ | -622.799.121 $ | -95,3 % | 653.303.413 $ | +24.591.604 $ | +3,9 % | |||
| Mariner, LLC | 620.378.854 $ | +19.367.555 $ | +3,2 % | 601.011.299 $ | -369.526 $ | -0,1 % | 601.380.825 $ | +44.357.039 $ | +8,0 % | |||
| MML INVESTORS SERVICES, LLC | 598.800.770 $ | +121.758.265 $ | +25,5 % | 477.042.505 $ | -20.934.796 $ | -4,2 % | 497.977.301 $ | +71.041.395 $ | +16,6 % | |||
| HighTower Advisors, LLC | 563.145.078 $ | +24.042.855 $ | +4,5 % | 539.102.223 $ | +18.196.029 $ | +3,5 % | 520.906.194 $ | +11.042.947 $ | +2,2 % | |||
| ROYAL BANK OF CANADA | 558.481.000 $ | +43.262.000 $ | +8,4 % | 515.219.000 $ | -3.534.000 $ | -0,7 % | 518.753.000 $ | +21.696.000 $ | +4,4 % | |||
| CAPTRUST FINANCIAL ADVISORS | 526.766.061 $ | +47.029.778 $ | +9,8 % | 479.736.283 $ | +36.094.878 $ | +8,1 % | 443.641.405 $ | +19.894.677 $ | +4,7 % | |||
| MATHER GROUP, LLC. | 520.602.911 $ | +8.592.813 $ | +1,7 % | 512.010.098 $ | +91.723.587 $ | +21,8 % | 420.286.511 $ | +13.205.454 $ | +3,2 % | 407.081.057 $ | +12.544.959 $ | +3,2 % |
| Corient Private Wealth LP | 195.775.312 $ | -48.399.036 $ | -19,8 % | 244.174.348 $ | -272.191.258 $ | -52,7 % | 516.365.606 $ | +374.587.914 $ | +264,2 % | |||
| Retirement Systems of Alabama | 509.411.201 $ | +80.446.683 $ | +18,8 % | 428.964.518 $ | +16.342.712 $ | +4,0 % | 412.621.806 $ | +13.175.519 $ | +3,3 % | |||
| JONES FINANCIAL COMPANIES LLLP | 463.767.984 $ | +59.512.007 $ | +14,7 % | 404.255.977 $ | +87.443.925 $ | +27,6 % | 316.812.052 $ | +44.179.611 $ | +16,2 % | |||
| Savant Capital, LLC | 429.027.228 $ | +220.581.151 $ | +105,8 % | 208.446.077 $ | +6.003.461 $ | +3,0 % | 202.442.616 $ | +6.316.674 $ | +3,2 % | |||
| Pure Financial Advisors, LLC | 292.765.265 $ | -133.727.521 $ | -31,4 % | 426.492.786 $ | +25.729.497 $ | +6,4 % | 400.763.289 $ | +28.658.797 $ | +7,7 % | |||
| Cerity Partners LLC | 424.128.448 $ | +77.889.678 $ | +22,5 % | 346.238.770 $ | +44.681.014 $ | +14,8 % | 301.557.756 $ | +57.783.752 $ | +23,7 % | |||
| OSAIC HOLDINGS, INC. | 422.831.824 $ | +113.234.474 $ | +36,6 % | 309.597.350 $ | -2.598.632 $ | -0,8 % | 312.195.982 $ | -34.449.642 $ | -9,9 % | |||
| Wealthspire Advisors, LLC | 413.296.879 $ | +52.511.289 $ | +14,6 % | 360.785.590 $ | +3.693.152 $ | +1,0 % | 357.092.438 $ | +28.919.457 $ | +8,8 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 290.787.384 $ | +9.188.725 $ | +3,3 % | 281.598.659 $ | +45.568.717 $ | +19,3 % | 236.029.942 $ | -156.823.440 $ | -39,9 % | 392.853.382 $ | +28.550.226 $ | +7,8 % |
| Valmark Advisers, Inc. | 388.756.130 $ | +17.742.610 $ | +4,8 % | 371.013.520 $ | +23.370.192 $ | +6,7 % | 347.643.328 $ | +6.071.389 $ | +1,8 % | |||
| CWM, LLC | 387.434.995 $ | +41.160.995 $ | +11,9 % | 346.274.000 $ | +35.829.000 $ | +11,5 % | ||||||
| BARINGS LLC | 354.376.023 $ | -8.085.380 $ | -2,2 % | 362.461.403 $ | -1.029.148 $ | -0,3 % | 363.490.551 $ | -2.185.665 $ | -0,6 % | 365.676.216 $ | +2.949.584 $ | +0,8 % |
| STIFEL FINANCIAL CORP | 341.940.461 $ | -16.635.214 $ | -4,6 % | 358.575.675 $ | +43.655.462 $ | +13,9 % | 314.920.213 $ | +14.438.948 $ | +4,8 % | |||
| Cambridge Investment Research Advisors, Inc. | 342.464.000 $ | +181.894.000 $ | +113,3 % | 160.570.000 $ | +10.331.000 $ | +6,9 % | 150.239.000 $ | +11.245.000 $ | +8,1 % | |||
| Dynasty Wealth Management, LLC | 329.288.804 $ | +46.774.113 $ | +16,6 % | 282.514.691 $ | -38.122.673 $ | -11,9 % | 320.637.364 $ | +13.447.361 $ | +4,4 % | |||
| MAI Capital Management | 327.530.832 $ | +214.035.548 $ | +188,6 % | 113.495.284 $ | +8.607.694 $ | +8,2 % | 104.887.590 $ | +7.635.543 $ | +7,9 % | |||
| Focus Advisor Solutions, LLC | 313.996.593 $ | +53.779.706 $ | +20,7 % | 260.216.887 $ | +169.392.334 $ | +186,5 % | 90.824.553 $ | -136.734.102 $ | -60,1 % | |||
| JANE STREET GROUP, LLC | 207.336.371 $ | -96.941.399 $ | -31,9 % | 304.277.770 $ | +161.471.307 $ | +113,1 % | 142.806.463 $ | -238.076.596 $ | -62,5 % | |||
| Facet Wealth, Inc. | 303.828.523 $ | +65.310.326 $ | +27,4 % | 238.518.197 $ | -18.160.244 $ | -7,1 % | 256.678.441 $ | +40.913.840 $ | +19,0 % | |||
| Orgel Wealth Management, LLC | 255.384.869 $ | -36.087.220 $ | -12,4 % | 291.472.089 $ | +7.298.667 $ | +2,6 % | 284.173.422 $ | +3.982.337 $ | +1,4 % | 280.191.085 $ | +6.592.930 $ | +2,4 % |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 285.463.672 $ | +13.352.001 $ | +4,9 % | 272.111.671 $ | -7.122.721 $ | -2,6 % | 279.234.392 $ | +28.446.141 $ | +11,3 % | |||
| RWA WEALTH PARTNERS, LLC | 269.464.415 $ | -3.942.990 $ | -1,4 % | 273.407.405 $ | +1.119.365 $ | +0,4 % | 272.288.040 $ | -1.476.471 $ | -0,5 % | |||
| Foster Group, Inc. | 272.389.797 $ | +8.182.596 $ | +3,1 % | 264.207.201 $ | +21.427.185 $ | +8,8 % | 242.780.016 $ | +9.024.377 $ | +3,9 % | 233.755.639 $ | +10.776.180 $ | +4,8 % |
| Sequoia Financial Advisors, LLC | 270.575.394 $ | +20.152.323 $ | +8,0 % | 250.423.071 $ | +23.612.681 $ | +10,4 % | 226.810.390 $ | +9.219.597 $ | +4,2 % | |||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 266.973.315 $ | +14.560.963 $ | +5,8 % | 252.412.352 $ | +14.214.600 $ | +6,0 % | 238.197.752 $ | +12.897.676 $ | +5,7 % | |||
| One Capital Management, LLC | 257.950.574 $ | +0 $ | +0,0 % | 257.950.574 $ | +15.632.164 $ | +6,5 % | 242.318.410 $ | +11.402.342 $ | +4,9 % | |||
| Envestnet Portfolio Solutions, Inc. | 175.315.138 $ | +9.222.775 $ | +5,6 % | 166.092.363 $ | -84.165.664 $ | -33,6 % | 250.258.027 $ | +17.428.892 $ | +7,5 % | |||
| SAGESPRING WEALTH PARTNERS, LLC | 248.808.504 $ | +17.173.243 $ | +7,4 % | 231.635.261 $ | +36.179.840 $ | +18,5 % | 195.455.421 $ | -7.551.738 $ | -3,7 % | 203.007.159 $ | +23.709.150 $ | +13,2 % |
| TRUIST FINANCIAL CORP | 242.252.035 $ | -400.643 $ | -0,2 % | 242.652.678 $ | +2.990.592 $ | +1,2 % | 239.662.086 $ | +8.292.649 $ | +3,6 % | |||
| BARCLAYS PLC | 5.477 $ | +5.424 $ | +10.234,0 % | 53 $ | -235.642.000 $ | -100,0 % | 235.642.053 $ | -6.814.312 $ | -2,8 % | |||
| FACTORY MUTUAL INSURANCE CO | 175.033.701 $ | -56.060.119 $ | -24,3 % | 231.093.820 $ | +5.419.273 $ | +2,4 % | 225.674.547 $ | +128.344.590 $ | +131,9 % | |||
| Janney Montgomery Scott LLC | 225.548.000 $ | +31.531.000 $ | +16,3 % | 194.017.000 $ | -16.941.000 $ | -8,0 % | 210.958.000 $ | +12.825.000 $ | +6,5 % | |||
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 214.088.650 $ | +31.910.269 $ | +17,5 % | 182.178.381 $ | +7.777.928 $ | +4,5 % | 174.400.453 $ | +3.828.670 $ | +2,2 % | |||
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 213.893.933 $ | +3.581.819 $ | +1,7 % | 210.312.114 $ | +6.684.570 $ | +3,3 % | 203.627.544 $ | +93.001.866 $ | +84,1 % | |||
| Strategic Financial Services, Inc. | 209.372.068 $ | +20.022.433 $ | +10,6 % | 189.349.635 $ | +25.169.978 $ | +15,3 % | 164.179.657 $ | +16.948.917 $ | +11,5 % | |||
| BOK Financial Private Wealth, Inc. | 208.115.353 $ | +120.046.154 $ | +136,3 % | 88.069.199 $ | +6.236.284 $ | +7,6 % | 81.832.915 $ | +3.307.403 $ | +4,2 % | |||
| COLDSTREAM CAPITAL MANAGEMENT INC | 137.320.458 $ | -64.038.624 $ | -31,8 % | 201.359.082 $ | +3.244.978 $ | +1,6 % | 198.114.104 $ | -777.276 $ | -0,4 % | |||
| LMR Partners LLP | 53.810.000 $ | -177.890 $ | -0,3 % | 53.987.890 $ | -142.901.712 $ | -72,6 % | 196.889.602 $ | +111.697.602 $ | +131,1 % | |||
| EASTERN BANK | 194.208.609 $ | +3.987.478 $ | +2,1 % | 190.221.131 $ | +35.055.532 $ | +22,6 % | 155.165.599 $ | +75.003.538 $ | +93,6 % | 80.162.061 $ | +3.862.507 $ | +5,1 % |
| EVOKE WEALTH, LLC | 188.024.260 $ | +29.504.809 $ | +18,6 % | 158.519.451 $ | +36.825.737 $ | +30,3 % | ||||||
| PARK AVENUE SECURITIES LLC | 183.008.000 $ | +15.891.000 $ | +9,5 % | 167.117.000 $ | +115.190.000 $ | +221,8 % | 51.927.000 $ | -103.768.000 $ | -66,6 % | |||
| Kingsview Wealth Management, LLC | 181.232.255 $ | +26.168.180 $ | +16,9 % | 155.064.075 $ | +18.551.622 $ | +13,6 % | 136.512.453 $ | -81.972 $ | -0,1 % | |||
| Beacon Pointe Advisors, LLC | 181.180.247 $ | +3.010.937 $ | +1,7 % | 178.169.310 $ | +24.423.794 $ | +15,9 % | 153.745.516 $ | +20.492.111 $ | +15,4 % | |||
| HB Wealth Management, LLC | 179.710.486 $ | +39.836.147 $ | +28,5 % | 139.874.339 $ | +21.695.177 $ | +18,4 % | 118.179.162 $ | +22.829.876 $ | +23,9 % | |||
| Rockefeller Capital Management L.P. | 174.801.063 $ | +11.793.068 $ | +7,2 % | 163.007.995 $ | +14.405.753 $ | +9,7 % | 148.602.242 $ | +5.791.307 $ | +4,1 % | |||
| Private Advisor Group, LLC | 144.236.901 $ | -30.563.665 $ | -17,5 % | 174.800.566 $ | +9.787.193 $ | +5,9 % | 165.013.373 $ | +11.716.351 $ | +7,6 % | |||
| Members Trust Co | 168.659.889 $ | -2.706.093 $ | -1,6 % | 171.365.982 $ | +8.662.224 $ | +5,3 % | 162.703.758 $ | +1.594.321 $ | +1,0 % | |||
| Vise Technologies, Inc. | 171.030.817 $ | +51.977.013 $ | +43,7 % | 119.053.804 $ | +0 $ | +0,0 % | 119.053.804 $ | +79.421.408 $ | +200,4 % | |||
| Lido Advisors, LLC | 170.385.817 $ | +126.717.050 $ | +290,2 % | 43.668.767 $ | +4.130.097 $ | +10,4 % | 39.538.670 $ | +14.257 $ | +0,0 % | |||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 169.404.633 $ | +15.303.323 $ | +9,9 % | 154.101.310 $ | +18.406.983 $ | +13,6 % | 135.694.327 $ | +14.390.999 $ | +11,9 % | |||
| OneDigital Investment Advisors LLC | 167.899.772 $ | +3.412.799 $ | +2,1 % | 164.486.973 $ | +7.877.844 $ | +5,0 % | 156.609.129 $ | +6.601.638 $ | +4,4 % | |||
| Integrated Wealth Concepts LLC | 167.637.587 $ | +39.996.060 $ | +31,3 % | 127.641.527 $ | +55.143.952 $ | +76,1 % | 72.497.575 $ | -49.410.980 $ | -40,5 % | |||
| FLPUTNAM INVESTMENT MANAGEMENT CO | 162.601.072 $ | -3.377.019 $ | -2,0 % | 165.978.091 $ | +4.400.249 $ | +2,7 % | 161.577.842 $ | +10.879.831 $ | +7,2 % | |||
| BANK OF MONTREAL /CAN/ | 161.323.937 $ | +5.924.769 $ | +3,8 % | 155.399.168 $ | +17.099.678 $ | +12,4 % | 138.299.490 $ | +12.931.272 $ | +10,3 % | |||
| PRUDENTIAL FINANCIAL INC | 154.387.910 $ | -6.612.056 $ | -4,1 % | 160.999.966 $ | +105.480.510 $ | +190,0 % | 55.519.456 $ | -10.617.490 $ | -16,1 % | |||
| CITIGROUP INC | 158.712.296 $ | +10.867.172 $ | +7,4 % | 147.845.124 $ | +5.758.178 $ | +4,1 % | 142.086.946 $ | -17.116.782 $ | -10,8 % | |||
| Alesco Advisors, LLC, An ESL Co | 154.540.639 $ | +8.901.565 $ | +6,1 % | 145.639.074 $ | +8.966.679 $ | +6,6 % | 136.672.395 $ | +3.067.059 $ | +2,3 % | |||
| Prime Capital Investment Advisors, LLC | 152.842.979 $ | -1.169.853 $ | -0,8 % | 154.012.832 $ | +4.470.911 $ | +3,0 % | 149.541.921 $ | +15.472.795 $ | +11,5 % | 134.069.126 $ | +6.817.574 $ | +5,4 % |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 153.202.933 $ | +10.912.593 $ | +7,7 % | 142.290.340 $ | -5.585.030 $ | -3,8 % | 147.875.370 $ | +5.366.526 $ | +3,8 % | 142.508.844 $ | +9.464.121 $ | +7,1 % |
| Annex Advisory Services, LLC | 152.962.965 $ | +14.409.576 $ | +10,4 % | 138.553.389 $ | +30.988.734 $ | +28,8 % | 107.564.655 $ | +106.628.035 $ | +11.384,3 % | 936.620 $ | +106.526 $ | +12,8 % |
| True Link Financial Advisors, LLC | 152.089.210 $ | +16.259.456 $ | +12,0 % | 135.829.754 $ | +3.295.578 $ | +2,5 % | 132.534.176 $ | +5.533.300 $ | +4,4 % | |||
| Farther Finance Advisors, LLC | 151.314.079 $ | +21.660.415 $ | +16,7 % | 129.653.664 $ | +16.718.808 $ | +14,8 % | 112.934.856 $ | +21.757.754 $ | +23,9 % | 91.177.102 $ | +20.156.108 $ | +28,4 % |
| Arax Advisory Partners | 151.045.257 $ | +103.947.465 $ | +220,7 % | 47.097.792 $ | -33.371.493 $ | -41,5 % | 80.469.285 $ | +80.453.701 $ | +516.258,3 % | |||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 110.419.537 $ | -37.580.265 $ | -25,4 % | 147.999.802 $ | +100.700.851 $ | +212,9 % | 47.298.951 $ | |||||
| SIGNATUREFD, LLC | 138.578.220 $ | -132.595 $ | -0,1 % | 138.710.815 $ | -7.240.412 $ | -5,0 % | 145.951.227 $ | +3.464.222 $ | +2,4 % | |||
| CITADEL ADVISORS LLC | 87.810.830 $ | -57.644.168 $ | -39,6 % | 145.454.998 $ | +107.230.634 $ | +280,5 % | 38.224.364 $ | -49.464.406 $ | -56,4 % | |||
| KEYBANK NATIONAL ASSOCIATION/OH | 143.671.859 $ | +11.007.050 $ | +8,3 % | 132.664.809 $ | +7.371.355 $ | +5,9 % | 125.293.454 $ | +10.178.940 $ | +8,8 % | |||
| Wedmont Private Capital | 141.005.460 $ | +80.999.540 $ | +135,0 % | 60.005.920 $ | +714.286 $ | +1,2 % | 59.291.634 $ | -589.818 $ | -1,0 % | 59.881.452 $ | -2.378.249 $ | -3,8 % |
| Klingman & Associates, LLC | 139.999.227 $ | +8.039.133 $ | +6,1 % | 131.960.094 $ | +4.602.541 $ | +3,6 % | 127.357.553 $ | +21.703.181 $ | +20,5 % | 105.654.372 $ | +13.793.354 $ | +15,0 % |
| Resonant Capital Advisors, LLC | 105.094.220 $ | -34.497.563 $ | -24,7 % | 139.591.783 $ | +12.465.214 $ | +9,8 % | 127.126.569 $ | +5.201.970 $ | +4,3 % | 121.924.599 $ | +14.961.661 $ | +14,0 % |
| Root Financial Partners, LLC | 136.526.995 $ | +8.661.623 $ | +6,8 % | 127.865.372 $ | +14.755.060 $ | +13,0 % | 113.110.312 $ | +11.434.745 $ | +11,2 % | 101.675.567 $ | +12.954.612 $ | +14,6 % |
| Composition Wealth, LLC | 136.170.529 $ | +18.070.248 $ | +15,3 % | 118.100.281 $ | -4.276.547 $ | -3,5 % | 122.376.828 $ | +2.869.017 $ | +2,4 % | |||
| BAILARD, INC. | 71.341.559 $ | -62.107.732 $ | -46,5 % | 133.449.291 $ | +38.855.898 $ | +41,1 % | 94.593.393 $ | -29.754.885 $ | -23,9 % | 124.348.278 $ | +25.038.391 $ | +25,2 % |
| Kestra Advisory Services, LLC | 131.543.209 $ | +16.250.079 $ | +14,1 % | 115.293.130 $ | +50.209.189 $ | +77,1 % | 65.083.941 $ | +121.458 $ | +0,2 % | |||
| RENAISSANCE TECHNOLOGIES LLC | 129.287.436 $ | +88.090.152 $ | +213,8 % | 41.197.284 $ | +16.011.765 $ | +63,6 % | 25.185.519 $ | -94.510.135 $ | -79,0 % | |||
| Choate Investment Advisors | 59.288.385 $ | -17.272.171 $ | -22,6 % | 76.560.556 $ | -48.648.494 $ | -38,9 % | 125.209.050 $ | -5.344.640 $ | -4,1 % | |||
| Vestmark Advisory Solutions, Inc. | 120.979.917 $ | +8.138.763 $ | +7,2 % | 112.841.154 $ | +299.957 $ | +0,3 % | 112.541.197 $ | +9.139.376 $ | +8,8 % | |||
| SONA ASSET MANAGEMENT (US) LLC | 1.683.095 $ | -64.251.008 $ | -97,4 % | 65.934.103 $ | -54.103.497 $ | -45,1 % | 120.037.600 $ | +59.848.549 $ | +99,4 % | |||
| Orion Porfolio Solutions, LLC | 98.758.876 $ | +11.015.048 $ | +12,6 % | 87.743.828 $ | -31.021.897 $ | -26,1 % | 118.765.725 $ | +22.418.448 $ | +23,3 % | |||
| Diversified Portfolios, Inc. | 112.277.637 $ | +1.145.052 $ | +1,0 % | 111.132.585 $ | -1.045.585 $ | -0,9 % | 112.178.170 $ | -1.509.324 $ | -1,3 % | |||
| DONALDSON CAPITAL MANAGEMENT, LLC | 88.913.196 $ | -11.030.514 $ | -11,0 % | 99.943.710 $ | -11.313.654 $ | -10,2 % | 111.257.364 $ | +2.829.472 $ | +2,6 % | |||
| Ascent Group, LLC | 100.189.593 $ | +1.996.897 $ | +2,0 % | 98.192.696 $ | -11.904.956 $ | -10,8 % | 110.097.652 $ | +10.328.594 $ | +10,4 % | |||
| Horizon Investments, LLC | 63.946.336 $ | -46.019.852 $ | -41,8 % | 109.966.188 $ | +59.365.632 $ | +117,3 % | 50.600.556 $ | +20.845.907 $ | +70,1 % | |||
| Summit Financial, LLC | 109.542.599 $ | +58.156.610 $ | +113,2 % | 51.385.989 $ | +9.207.633 $ | +21,8 % | 42.178.356 $ | +5.778.250 $ | +15,9 % | |||
| Equitable Holdings, Inc. | 108.056.394 $ | +18.832.001 $ | +21,1 % | 89.224.393 $ | -12.018.138 $ | -11,9 % | 101.242.531 $ | +9.878.447 $ | +10,8 % | |||
| Haverford Trust Co | 92.825.809 $ | -14.919.822 $ | -13,8 % | 107.745.631 $ | +3.422.642 $ | +3,3 % | 104.322.989 $ | +3.531.245 $ | +3,5 % | |||
| Point72 Asset Management, L.P. | 106.313.685 $ | -304.275 $ | -0,3 % | 106.617.960 $ | +5.792.230 $ | +5,7 % | 100.825.730 $ | -28.143.230 $ | -21,8 % | |||
| RiverFront Investment Group, LLC | 104.757.948 $ | +7.619.095 $ | +7,8 % | 97.138.853 $ | +14.171.176 $ | +17,1 % | 82.967.677 $ | +53.066.799 $ | +177,5 % | |||
| GREAT VALLEY ADVISOR GROUP, INC. | 104.693.447 $ | +9.424.214 $ | +9,9 % | 95.269.233 $ | +8.074.080 $ | +9,3 % | 87.195.153 $ | +7.251.177 $ | +9,1 % | |||
| Quotient Wealth Partners, LLC | 45.101.671 $ | +1.943.722 $ | +4,5 % | 43.157.949 $ | -61.236.348 $ | -58,7 % | 104.394.297 $ | -15.581.304 $ | -13,0 % | |||
| WASHINGTON TRUST BANK | 104.340.189 $ | +14.102.186 $ | +15,6 % | 90.238.003 $ | +6.481.623 $ | +7,7 % | 83.756.380 $ | +5.540.345 $ | +7,1 % | |||
| Bogart Wealth, LLC | 103.487.934 $ | +8.570.032 $ | +9,0 % | 94.917.902 $ | +2.358.709 $ | +2,5 % | 92.559.193 $ | -55.740.671 $ | -37,6 % | |||
| HSBC HOLDINGS PLC | 51.650.126 $ | +1.701.266 $ | +3,4 % | 49.948.860 $ | -53.522.028 $ | -51,7 % | 103.470.888 $ | +98.726.989 $ | +2.081,1 % | |||
| Russell Investments Group, Ltd. | 101.971.926 $ | +7.995.111 $ | +8,5 % | 93.976.815 $ | +7.638.559 $ | +8,8 % | 86.338.256 $ | +76.960.502 $ | +820,7 % | |||
| Garde Capital, Inc. | 101.432.435 $ | +38.646.900 $ | +61,6 % | 62.785.535 $ | +17.104.581 $ | +37,4 % | 45.680.954 $ | -35.731.592 $ | -43,9 % | |||
| FIFTH THIRD BANCORP | 100.985.877 $ | +22.954.335 $ | +29,4 % | 78.031.542 $ | +57.809.937 $ | +285,9 % | 20.221.605 $ | +895.382 $ | +4,6 % | |||
| Temasek Holdings (Private) Ltd | 99.842.037 $ | -78.958 $ | -0,1 % | 99.920.995 $ | +78.958 $ | +0,1 % | 99.842.037 $ | -335.570 $ | -0,3 % | |||
| Centiva Capital, LP | 98.812.275 $ | +93.456.775 $ | +1.745,1 % | 5.355.500 $ | -123.305.718 $ | -95,8 % | ||||||
| Parkside Investments, LLC | 96.700.349 $ | -1.636.675 $ | -1,7 % | 98.337.024 $ | +5.656.258 $ | +6,1 % | 92.680.766 $ | +7.805.403 $ | +9,2 % | 84.875.363 $ | +1.865.603 $ | +2,2 % |
| Williams Jones Wealth Management, LLC. | 98.051.714 $ | +5.766.187 $ | +6,2 % | 92.285.527 $ | -162.720 $ | -0,2 % | 92.448.247 $ | +8.794.382 $ | +10,5 % | |||
| TCI Wealth Advisors, Inc. | 97.974.593 $ | +28.353.344 $ | +40,7 % | 69.621.249 $ | +6.129.286 $ | +9,7 % | 63.491.963 $ | +9.303.691 $ | +17,2 % | |||
| Kestra Investment Management, LLC | 66.579.479 $ | -31.250.894 $ | -31,9 % | 97.830.373 $ | +27.400.122 $ | +38,9 % | 70.430.251 $ | -48.284.713 $ | -40,7 % | |||
| Perigon Wealth Management, LLC | 97.125.486 $ | +1.081.294 $ | +1,1 % | 96.044.192 $ | +11.916.870 $ | +14,2 % | 84.127.322 $ | |||||
| Baird Financial Group, Inc. | 96.768.485 $ | +8.478.565 $ | +9,6 % | 88.289.920 $ | +20.622.639 $ | +30,5 % | 67.667.281 $ | -482.141 $ | -0,7 % | |||
| Busey Bank | 96.381.264 $ | -128.932 $ | -0,1 % | 96.510.196 $ | +736.786 $ | +0,8 % | 95.773.410 $ | -1.059.567 $ | -1,1 % | |||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 88.837.530 $ | -4.588.268 $ | -4,9 % | 93.425.798 $ | -492.685 $ | -0,5 % | 93.918.483 $ | +3.807.487 $ | +4,2 % | |||
| STUDIO INVESTMENT MANAGEMENT LLC | 93.211.753 $ | -686.099 $ | -0,7 % | 93.897.852 $ | +1.369.269 $ | +1,5 % | 92.528.583 $ | +2.438.327 $ | +2,7 % | 90.090.256 $ | +2.862.407 $ | +3,3 % |
| McKinley Carter Wealth Services, Inc. | 92.781.960 $ | -1.013.992 $ | -1,1 % | 93.795.952 $ | +18.646.002 $ | +24,8 % | 75.149.950 $ | +56.480.629 $ | +302,5 % | 18.669.321 $ | +16.561.036 $ | +785,5 % |
| FRANKLIN TEMPLETON INC | 92.393.839 $ | +7.013.140 $ | +8,2 % | 85.380.699 $ | -7.500.570 $ | -8,1 % | 92.881.269 $ | -13.880.850 $ | -13,0 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 91.775.000 $ | +3.226.000 $ | +3,6 % | 88.549.000 $ | +2.610.000 $ | +3,0 % | 85.939.000 $ | +3.421.000 $ | +4,1 % | |||
| OXFORD FINANCIAL GROUP, LTD. LLC | 90.514.976 $ | +2.400.467 $ | +2,7 % | 88.114.509 $ | -1.636.846 $ | -1,8 % | 89.751.355 $ | -2.392.986 $ | -2,6 % | |||
| Dakota Wealth Management | 89.637.495 $ | +6.667.834 $ | +8,0 % | 82.969.661 $ | +3.204.011 $ | +4,0 % | 79.765.650 $ | +26.235.991 $ | +49,0 % | |||
| GRIMES & Co WEALTH MANAGEMENT, LLC | 57.124.479 $ | +12.483.237 $ | +28,0 % | 44.641.242 $ | -44.589.302 $ | -50,0 % | 89.230.544 $ | +5.402.897 $ | +6,4 % | |||
| Apella Capital, LLC | 88.730.711 $ | +4.087.457 $ | +4,8 % | 84.643.254 $ | -1.493.728 $ | -1,7 % | 86.136.982 $ | +33.742.115 $ | +64,4 % | 52.394.867 $ | +3.139.630 $ | +6,4 % |
| Salomon & Ludwin, LLC | 88.529.141 $ | +1.623.123 $ | +1,9 % | 86.906.018 $ | +4.059.106 $ | +4,9 % | 82.846.912 $ | +3.013.105 $ | +3,8 % | |||
| Nicht ausgewiesen | 86.479.919 $ | +15.670.040 $ | +22,1 % | 70.809.879 $ | -14.289.213 $ | -16,8 % | 85.099.092 $ | +19.113.252 $ | +29,0 % | |||
| SATOVSKY ASSET MANAGEMENT LLC | 86.342.231 $ | +946.357 $ | +1,1 % | 85.395.874 $ | +3.496.624 $ | +4,3 % | 81.899.250 $ | +1.074.567 $ | +1,3 % | |||
| CUTLER INVESTMENT COUNSEL LLC | 85.838.593 $ | +5.597.948 $ | +7,0 % | 80.240.645 $ | +962.237 $ | +1,2 % | 79.278.408 $ | +3.510.525 $ | +4,6 % | |||
| Destination Wealth Management | 85.121.047 $ | +1.144.210 $ | +1,4 % | 83.976.837 $ | +2.115.844 $ | +2,6 % | 81.860.993 $ | +3.612.041 $ | +4,6 % | |||
| Financial Engines Advisors L.L.C. | 84.926.021 $ | +3.688.978 $ | +4,5 % | 81.237.043 $ | -2.339.624 $ | -2,8 % | 83.576.667 $ | +1.022.162 $ | +1,2 % | |||
| Sanctuary Advisors, LLC | 84.702.989 $ | +18.706.784 $ | +28,3 % | 65.996.205 $ | -1.286.812 $ | -1,9 % | 67.283.017 $ | -44.363.328 $ | -39,7 % | |||
| ANGELES WEALTH MANAGEMENT, LLC | 84.353.296 $ | +2.409.767 $ | +2,9 % | 81.943.529 $ | +6.179.017 $ | +8,2 % | 75.764.512 $ | +3.614.398 $ | +5,0 % | |||
| Madison Asset Management, LLC | 83.896.302 $ | +3.218.694 $ | +4,0 % | 80.677.608 $ | +3.973.245 $ | +5,2 % | 76.704.363 $ | -818.606 $ | -1,1 % | |||
| Pathstone Holdings, LLC | 83.158.944 $ | +9.698.244 $ | +13,2 % | 73.460.700 $ | +1.223.994 $ | +1,7 % | 72.236.706 $ | +2.159.432 $ | +3,1 % | |||
| MARYLAND CAPITAL ADVISORS INC. | 82.389.822 $ | +4.628.533 $ | +6,0 % | 77.761.289 $ | +6.462.231 $ | +9,1 % | 71.299.058 $ | +7.517.319 $ | +11,8 % | |||
| DV Trading LLC | 274.646 $ | -81.896.069 $ | -99,7 % | 82.170.715 $ | ||||||||
| Conservest Capital Advisors, Inc. | 81.924.398 $ | +9.169.481 $ | +12,6 % | 72.754.917 $ | +5.104.571 $ | +7,5 % | 67.650.346 $ | +1.376.562 $ | +2,1 % | |||
| SYON CAPITAL LLC | 80.447.959 $ | +3.565.975 $ | +4,6 % | 76.881.984 $ | +10.931.507 $ | +16,6 % | 65.950.477 $ | +278.366 $ | +0,4 % | |||
| Allied Investment Advisors, LLC | 80.388.368 $ | +80.171.475 $ | +36.963,6 % | 216.893 $ | +16.394 $ | +8,2 % | 200.499 $ | -2.730 $ | -1,3 % | |||
| Steward Partners Investment Advisory, LLC | 70.383.296 $ | -9.802.823 $ | -12,2 % | 80.186.119 $ | +2.631.744 $ | +3,4 % | 77.554.375 $ | +769.673 $ | +1,0 % | |||
| AE Wealth Management LLC | 79.923.315 $ | +5.885.815 $ | +7,9 % | 74.037.500 $ | -42.492 $ | -0,1 % | 74.079.992 $ | +6.678.991 $ | +9,9 % | |||
| FIRST INTERSTATE BANK | 79.249.672 $ | +3.279.668 $ | +4,3 % | 75.970.004 $ | +7.912.351 $ | +11,6 % | 68.057.653 $ | |||||
| FIDUCIARY TRUST CO | 73.948.977 $ | -2.261.039 $ | -3,0 % | 76.210.016 $ | -1.507.475 $ | -1,9 % | 77.717.491 $ | -3.589.417 $ | -4,4 % | |||
| NorthRock Partners, LLC | 35.494.461 $ | -41.649.804 $ | -54,0 % | 77.144.265 $ | +15.444.244 $ | +25,0 % | 61.700.021 $ | +5.686.689 $ | +10,2 % | |||
| Gradient Investments LLC | 76.265.703 $ | +6.972.314 $ | +10,1 % | 69.293.389 $ | +3.020.850 $ | +4,6 % | 66.272.539 $ | +12.631.389 $ | +23,5 % | 53.641.150 $ | +12.687.169 $ | +31,0 % |
| Invesco Ltd. | 76.102.690 $ | +6.180.684 $ | +8,8 % | 69.922.006 $ | +771.464 $ | +1,1 % | 69.150.542 $ | +1.211.820 $ | +1,8 % | |||
| Balentine LLC | 35.458.151 $ | +392.216 $ | +1,1 % | 35.065.935 $ | -40.797.061 $ | -53,8 % | 75.862.996 $ | -8.982.445 $ | -10,6 % | |||
| Savvy Advisors, Inc. | 75.533.549 $ | +18.612.323 $ | +32,7 % | 56.921.226 $ | +16.510.710 $ | +40,9 % | 40.410.516 $ | +9.351.120 $ | +30,1 % | |||
| Avantax Planning Partners, Inc. | 75.414.525 $ | +6.831.128 $ | +10,0 % | 68.583.397 $ | -1.088.311 $ | -1,6 % | 69.671.708 $ | +4.701.979 $ | +7,2 % | |||
| Crestwood Advisors Group, LLC | 75.376.212 $ | +6.380.289 $ | +9,2 % | 68.995.923 $ | +2.591.863 $ | +3,9 % | 66.404.060 $ | +3.724.195 $ | +5,9 % | |||
| Hughes Financial Services, LLC | 74.848.869 $ | +10.141.309 $ | +15,7 % | 64.707.560 $ | +3.109.999 $ | +5,0 % | 61.597.561 $ | +1.215.355 $ | +2,0 % | |||
| Forvis Mazars Wealth Advisors, LLC | 74.291.715 $ | +5.756.999 $ | +8,4 % | 68.534.716 $ | +519.111 $ | +0,8 % | 68.015.605 $ | +182.525 $ | +0,3 % | 67.833.080 $ | -723.937 $ | -1,1 % |
| Fund Evaluation Group, LLC | 74.277.998 $ | +15.730.168 $ | +26,9 % | 58.547.830 $ | -1.910.668 $ | -3,2 % | ||||||
| BESSEMER GROUP INC | 71.427.000 $ | +1.348.000 $ | +1,9 % | 70.079.000 $ | -4.134.000 $ | -5,6 % | 74.213.000 $ | +14.192.000 $ | +23,6 % | |||
| ARMSTRONG ADVISORY GROUP, INC | 992.558 $ | -72.781.253 $ | -98,7 % | 73.773.811 $ | +72.895.877 $ | +8.303,1 % | 877.934 $ | +67.987 $ | +8,4 % | 809.947 $ | +8.359 $ | +1,0 % |
| Wealthcare Advisory Partners LLC | 66.091.996 $ | -6.957.907 $ | -9,5 % | 73.049.903 $ | +57.753 $ | +0,1 % | 72.992.150 $ | +1.986.115 $ | +2,8 % | 71.006.035 $ | +13.441.586 $ | +23,4 % |
| Trust Co | 72.803.773 $ | +1.487.109 $ | +2,1 % | 71.316.664 $ | +1.505.836 $ | +2,2 % | 69.810.828 $ | +1.915.117 $ | +2,8 % | 67.895.711 $ | +7.356.089 $ | +12,2 % |
| Klaas Financial Asset Advisors, LLC | 71.543.945 $ | -881.402 $ | -1,2 % | 72.425.347 $ | +7.689.541 $ | +11,9 % | 64.735.806 $ | +8.499.193 $ | +15,1 % | 56.236.613 $ | +4.017.218 $ | +7,7 % |
| SOFI WEALTH, LLC | 71.731.464 $ | +5.812.235 $ | +8,8 % | 65.919.229 $ | -3.640.615 $ | -5,2 % | 69.559.844 $ | +6.146.900 $ | +9,7 % | |||
| NewEdge Advisors, LLC | 70.341.021 $ | +7.416.180 $ | +11,8 % | 62.924.841 $ | +1.907.495 $ | +3,1 % | 61.017.346 $ | +3.423.574 $ | +5,9 % | |||
| Winthrop Advisory Group LLC | 69.150.977 $ | -1.014.429 $ | -1,4 % | 70.165.406 $ | +7.138.199 $ | +11,3 % | 63.027.207 $ | +2.433.420 $ | +4,0 % | 60.593.787 $ | -2.191.431 $ | -3,5 % |
| JFS WEALTH ADVISORS, LLC | 69.861.148 $ | +5.920.002 $ | +9,3 % | 63.941.146 $ | +930.186 $ | +1,5 % | 63.010.960 $ | +1.772.403 $ | +2,9 % | |||
| DEUTSCHE BANK AG\ | 62.237.063 $ | -5.308.549 $ | -7,9 % | 67.545.612 $ | -2.059.268 $ | -3,0 % | 69.604.880 $ | -8.061.928 $ | -10,4 % | |||
| Dynamic Advisor Solutions LLC | 69.270.147 $ | +1.915.982 $ | +2,8 % | 67.354.165 $ | +9.805.329 $ | +17,0 % | 57.548.836 $ | +2.968.849 $ | +5,4 % | 54.579.987 $ | -5.443.234 $ | -9,1 % |
| Merit Financial Group, LLC | 69.221.737 $ | +14.751.522 $ | +27,1 % | 54.470.215 $ | +11.036.659 $ | +25,4 % | 43.433.556 $ | +6.281.336 $ | +16,9 % | |||
| Iron Gate Global Advisors LLC | 69.200.835 $ | +9.565.778 $ | +16,0 % | 59.635.057 $ | +8.300.454 $ | +16,2 % | 51.334.603 $ | +8.547.538 $ | +20,0 % | |||
| Bluespring Wealth Management, LLC | 68.662.221 $ | +39.749.084 $ | +137,5 % | 28.913.137 $ | +78.268 $ | +0,3 % | 28.834.869 $ | -71.736 $ | -0,2 % | |||
| Allworth Financial LP | 59.907.863 $ | -8.472.235 $ | -12,4 % | 68.380.098 $ | +2.309.278 $ | +3,5 % | 66.070.820 $ | +3.622.440 $ | +5,8 % | |||
| Richard P Slaughter Associates Inc | 54.811.134 $ | -13.513.358 $ | -19,8 % | 68.324.492 $ | +4.983.853 $ | +7,9 % | 63.340.639 $ | +1.658.773 $ | +2,7 % | 61.681.866 $ | +4.049.223 $ | +7,0 % |
| CHOREO, LLC | 68.291.707 $ | +1.911.680 $ | +2,9 % | 66.380.027 $ | +19.304.990 $ | +41,0 % | 47.075.037 $ | +1.465.501 $ | +3,2 % | |||
| Lutz Financial Services LLC | 67.190.217 $ | +949.766 $ | +1,4 % | 66.240.451 $ | -1.357.028 $ | -2,0 % | 67.597.479 $ | +1.707.605 $ | +2,6 % | |||
| Catalyst Capital Advisors LLC | 67.392.490 $ | +5.254.365 $ | +8,5 % | 62.138.125 $ | +6.637.967 $ | +12,0 % | 55.500.158 $ | -2.997.727 $ | -5,1 % | |||
| TD PRIVATE CLIENT WEALTH LLC | 67.391.523 $ | +4.282.676 $ | +6,8 % | 63.108.847 $ | ||||||||
| Empowered Funds, LLC | 62.347.419 $ | -4.942.848 $ | -7,3 % | 67.290.267 $ | ||||||||
| Global Strategic Investment Solutions, LLC | 63.060.119 $ | -3.718.151 $ | -5,6 % | 66.778.270 $ | +1.559.343 $ | +2,4 % | 65.218.927 $ | -1.358.576 $ | -2,0 % | 66.577.503 $ | -5.174.618 $ | -7,2 % |
| Beacon Capital Management, Inc. | 47.172.787 $ | +11.385.234 $ | +31,8 % | 35.787.553 $ | -30.801.323 $ | -46,3 % | 66.588.876 $ | +31.798.618 $ | +91,4 % | 34.790.258 $ | -8.821.468 $ | -20,2 % |
| Bleakley Financial Group, LLC | 66.044.791 $ | +8.262.044 $ | +14,3 % | 57.782.747 $ | +8.580.210 $ | +17,4 % | 49.202.537 $ | +2.585.945 $ | +5,5 % | |||
| AXXCESS WEALTH MANAGEMENT, LLC | 21.594.332 $ | -44.299.498 $ | -67,2 % | 65.893.830 $ | +33.734.979 $ | +104,9 % | 32.158.851 $ | -28.674.675 $ | -47,1 % | 60.833.526 $ | +16.909.012 $ | +38,5 % |
| STATE OF WISCONSIN INVESTMENT BOARD | 65.411.436 $ | +893.466 $ | +1,4 % | 64.517.970 $ | -583.488 $ | -0,9 % | 65.101.458 $ | +376.836 $ | +0,6 % | |||
| West Financial Advisors, LLC | 65.159.848 $ | +25.462.524 $ | +64,1 % | 39.697.324 $ | +10.490.416 $ | +35,9 % | 29.206.908 $ | +209.752 $ | +0,7 % | 28.997.156 $ | ||
| FOUNDERS FINANCIAL SECURITIES LLC | 65.024.682 $ | +5.511.124 $ | +9,3 % | 59.513.558 $ | +3.111.959 $ | +5,5 % | 56.401.599 $ | +18.960.142 $ | +50,6 % | |||
| PDS Planning, Inc | 64.715.094 $ | +3.656.584 $ | +6,0 % | 61.058.510 $ | +3.330.726 $ | +5,8 % | 57.727.784 $ | +1.622.361 $ | +2,9 % | |||
| Millburn Ridgefield LLC /DE/ | 63.054.829 $ | +5.266.780 $ | +9,1 % | 57.788.049 $ | +6.664.451 $ | +13,0 % | 51.123.598 $ | -2.401.982 $ | -4,5 % | |||
| Atria Investments, Inc | 62.953.611 $ | +3.859.832 $ | +6,5 % | 59.093.779 $ | +33.207.326 $ | +128,3 % | 25.886.453 $ | -3.517.232 $ | -12,0 % | 29.403.685 $ | -824.553 $ | -2,7 % |
| New England Professional Planning Group Inc. | 62.849.878 $ | +3.945.182 $ | +6,7 % | 58.904.696 $ | +1.556.268 $ | +2,7 % | 57.348.428 $ | +2.958.901 $ | +5,4 % | |||
| MASECO LLP | 62.543.166 $ | +10.568.750 $ | +20,3 % | 51.974.416 $ | +5.397.214 $ | +11,6 % | 46.577.202 $ | +8.162.367 $ | +21,2 % | |||
| Parallel Advisors, LLC | 62.419.953 $ | +1.341.901 $ | +2,2 % | 61.078.052 $ | +18.930.524 $ | +44,9 % | 42.147.528 $ | +5.705.333 $ | +15,7 % | |||
| BUFFALO BUSINESS & ESTATE SERVICES LTD | 62.416.916 $ | +62.198.941 $ | +28.534,9 % | 217.975 $ | -2.219 $ | -1,0 % | 220.194 $ | |||||
| Cresset Asset Management, LLC | 62.105.499 $ | +7.928.918 $ | +14,6 % | 54.176.581 $ | +5.771.236 $ | +11,9 % | 48.405.345 $ | -792.040 $ | -1,6 % | |||
| Pallas Capital Advisors LLC | 61.711.813 $ | +10.236.533 $ | +19,9 % | 51.475.280 $ | -3.210.746 $ | -5,9 % | 54.686.026 $ | +5.939.141 $ | +12,2 % | |||
| MANNING & NAPIER ADVISORS LLC | 60.853.889 $ | +3.086.925 $ | +5,3 % | 57.766.964 $ | -1.210.046 $ | -2,1 % | 58.977.010 $ | +2.823.860 $ | +5,0 % | |||
| Ledyard National Bank | 41.884.012 $ | -480.379 $ | -1,1 % | 42.364.391 $ | -18.117.069 $ | -30,0 % | 60.481.460 $ | +2.265.103 $ | +3,9 % | 58.216.357 $ | +1.026.229 $ | +1,8 % |
| SAX WEALTH ADVISORS, LLC | 59.387.758 $ | +16.549.887 $ | +38,6 % | 42.837.871 $ | +4.141.615 $ | +10,7 % | 38.696.256 $ | -207.595 $ | -0,5 % | 38.903.851 $ | +3.953.102 $ | +11,3 % |
| Falcon Wealth Planning | 17.710.662 $ | +1.913.490 $ | +12,1 % | 15.797.172 $ | -43.526.266 $ | -73,4 % | 59.323.438 $ | +3.120.807 $ | +5,6 % | |||
| Advisory Services Network, LLC | 59.204.066 $ | +3.728.358 $ | +6,7 % | 55.475.708 $ | -2.474.400 $ | -4,3 % | 57.950.108 $ | +7.248.468 $ | +14,3 % | |||
| IFP Advisors, Inc | 59.070.618 $ | +4.512.258 $ | +8,3 % | 54.558.360 $ | +19.611.515 $ | +56,1 % | 34.946.845 $ | +2.804.306 $ | +8,7 % | 32.142.539 $ | +2.493.541 $ | +8,4 % |
| Parcion Private Wealth LLC | 57.169.763 $ | -1.670.589 $ | -2,8 % | 58.840.352 $ | +1.431.561 $ | +2,5 % | 57.408.791 $ | +2.526.204 $ | +4,6 % | |||
| BENJAMIN EDWARDS INC | 9.191.167 $ | -49.647.263 $ | -84,4 % | 58.838.430 $ | +24.772.793 $ | +72,7 % | 34.065.637 $ | +2.758.485 $ | +8,8 % | |||
| Prosperity Consulting Group, LLC | 50.714.183 $ | -7.532.482 $ | -12,9 % | 58.246.665 $ | +4.456.504 $ | +8,3 % | 53.790.161 $ | +9.262.183 $ | +20,8 % | |||
| CARY STREET PARTNERS FINANCIAL LLC | 51.310.541 $ | -6.916.096 $ | -11,9 % | 58.226.637 $ | +5.508.826 $ | +10,4 % | 52.717.811 $ | +3.192.591 $ | +6,4 % | |||
| Retirement Investment Advisors, Inc. | 55.022.462 $ | -3.026.590 $ | -5,2 % | 58.049.052 $ | +12.623.273 $ | +27,8 % | 45.425.779 $ | +134.101 $ | +0,3 % | 45.291.678 $ | +3.543.871 $ | +8,5 % |
| RAM Investment Partners, LLC | 56.156.141 $ | -1.775.618 $ | -3,1 % | 57.931.759 $ | +8.566.670 $ | +17,4 % | 49.365.089 $ | +3.045.768 $ | +6,6 % | 46.319.321 $ | +4.613.931 $ | +11,1 % |
| Sumitomo Mitsui Trust Group, Inc. | 42.714.150 $ | -9.162.570 $ | -17,7 % | 51.876.720 $ | -6.000.440 $ | -10,4 % | 57.877.160 $ | +16.831.940 $ | +41,0 % | |||
| Petersen Hastings Wealth Advisors Inc. | 57.656.868 $ | +5.723.455 $ | +11,0 % | 51.933.413 $ | +2.100.250 $ | +4,2 % | 49.833.163 $ | |||||
| Modern Wealth Management, LLC | 57.427.044 $ | +5.467.228 $ | +10,5 % | 51.959.816 $ | +4.750.133 $ | +10,1 % | 47.209.683 $ | +8.314.858 $ | +21,4 % | |||
| RAFFA WEALTH MANAGEMENT, LLC | 56.928.779 $ | +11.580.265 $ | +25,5 % | 45.348.514 $ | +6.038.076 $ | +15,4 % | 39.310.438 $ | +34.524.773 $ | +721,4 % | |||
| COMERICA BANK | 56.575.169 $ | +2.534.639 $ | +4,7 % | |||||||||
| Avior Wealth Management, LLC | 52.431.509 $ | -862.812 $ | -1,6 % | 53.294.321 $ | -394.025 $ | -0,7 % | 53.688.346 $ | -2.881.169 $ | -5,1 % | 56.569.515 $ | +5.669.033 $ | +11,1 % |
| First Financial Bank - Trust Division | 56.014.993 $ | -421.238 $ | -0,7 % | 56.436.231 $ | +3.582.008 $ | +6,8 % | 52.854.223 $ | +3.469.006 $ | +7,0 % | 49.385.217 $ | +2.421.398 $ | +5,2 % |
| Clearwater Capital Advisors, LLC | 54.948.280 $ | +482.390 $ | +0,9 % | 54.465.890 $ | -1.853.006 $ | -3,3 % | 56.318.896 $ | -22.047.782 $ | -28,1 % | |||
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 54.484.021 $ | -161.034 $ | -0,3 % | 54.645.055 $ | -1.104.108 $ | -2,0 % | 55.749.163 $ | +2.642.004 $ | +5,0 % | |||
| Aquire Wealth Advisors, LLC | 55.727.710 $ | +7.663.547 $ | +15,9 % | 48.064.163 $ | +1.540.232 $ | +3,3 % | 46.523.931 $ | -554.184 $ | -1,2 % | |||
| COMMERCE BANK | 55.393.836 $ | +16.880.744 $ | +43,8 % | 38.513.092 $ | +6.785.506 $ | +21,4 % | 31.727.586 $ | -236.427 $ | -0,7 % | |||
| OLD MISSION CAPITAL LLC | 55.391.049 $ | +19.735.040 $ | +55,3 % | 35.656.009 $ | +32.132.988 $ | +912,1 % | 3.523.021 $ | -19.550.746 $ | -84,7 % | |||
| AlphaCore Capital LLC | 55.288.544 $ | +3.931.050 $ | +7,7 % | 51.357.494 $ | +8.864.620 $ | +20,9 % | 42.492.874 $ | -1.707.714 $ | -3,9 % | |||
| GREENWOOD GEARHART LLC | 55.041.324 $ | +3.245.915 $ | +6,3 % | 51.795.409 $ | +2.670.742 $ | +5,4 % | 49.124.667 $ | +2.422.307 $ | +5,2 % | |||
| Acorns Advisers, LLC | 54.370.000 $ | +566.000 $ | +1,1 % | 53.804.000 $ | +2.415.000 $ | +4,7 % | 51.389.000 $ | +1.241.000 $ | +2,5 % | |||
| DAYMARK WEALTH PARTNERS, LLC | 54.337.535 $ | +15.326.095 $ | +39,3 % | 39.011.440 $ | +3.087.434 $ | +8,6 % | 35.924.006 $ | +32.609.451 $ | +983,8 % | |||
| Stratos Wealth Partners, LTD. | 46.940.529 $ | -6.741.306 $ | -12,6 % | 53.681.835 $ | +1.043.944 $ | +2,0 % | 52.637.891 $ | +6.068.844 $ | +13,0 % | |||
| Mutual Advisors, LLC | 26.071.062 $ | -4.813.691 $ | -15,6 % | 30.884.753 $ | -22.285.069 $ | -41,9 % | 53.169.822 $ | -4.376.881 $ | -7,6 % | |||
| PALISADE CAPITAL MANAGEMENT, LP | 52.963.765 $ | +16.678.521 $ | +46,0 % | 36.285.244 $ | +12.632.192 $ | +53,4 % | ||||||
| HRT FINANCIAL LP | 20.083.000 $ | +18.682.000 $ | +1.333,5 % | 1.401.000 $ | -51.073.000 $ | -97,3 % | 52.474.000 $ | +31.719.000 $ | +152,8 % | |||
| Great Point Wealth Advisors, LLC | 51.503.226 $ | -174.545 $ | -0,3 % | 51.677.771 $ | +7.015.569 $ | +15,7 % | 44.662.202 $ | +1.323.151 $ | +3,1 % | 43.339.051 $ | +1.636.903 $ | +3,9 % |
| Accredited Investors Inc. | 51.660.216 $ | +50.936.968 $ | +7.042,8 % | 723.248 $ | -40.339 $ | -5,3 % | 763.587 $ | +17.518 $ | +2,3 % | |||
| Global Retirement Partners, LLC | 51.178.960 $ | +11.190.258 $ | +28,0 % | 39.988.702 $ | +7.894.716 $ | +24,6 % | ||||||
| CAHABA WEALTH MANAGEMENT, INC. | 51.168.581 $ | +6.571.075 $ | +14,7 % | 44.597.506 $ | +5.719.399 $ | +14,7 % | 38.878.107 $ | +1.487.379 $ | +4,0 % | |||
| SEEDS INVESTOR LLC | 50.950.747 $ | +6.896.331 $ | +15,7 % | 44.054.416 $ | +26.497.298 $ | +150,9 % | 17.557.118 $ | +2.947.087 $ | +20,2 % | |||
| Leonard Rickey Investment Advisors P.L.L.C. | 50.916.618 $ | +3.161.039 $ | +6,6 % | 47.755.579 $ | +2.402.509 $ | +5,3 % | 45.353.070 $ | +3.507.285 $ | +8,4 % | |||
| ALTFEST L J & CO INC | 43.815.943 $ | -7.094.204 $ | -13,9 % | 50.910.147 $ | +19.394.334 $ | +61,5 % | 31.515.813 $ | -1.247.843 $ | -3,8 % | |||
| CWA Asset Management Group, LLC | 50.898.035 $ | +3.976.157 $ | +8,5 % | 46.921.878 $ | +3.687.268 $ | +8,5 % | 43.234.610 $ | +5.139.397 $ | +13,5 % | 38.095.213 $ | -4.901.874 $ | -11,4 % |
| RITHOLTZ WEALTH MANAGEMENT | 50.773.668 $ | +2.696.138 $ | +5,6 % | 48.077.530 $ | +3.108.084 $ | +6,9 % | 44.969.446 $ | +1.445.129 $ | +3,3 % | |||
| Arkos Global Advisors | 46.311.000 $ | -1.273.000 $ | -2,7 % | 47.584.000 $ | -3.038.000 $ | -6,0 % | 50.622.000 $ | -1.874.000 $ | -3,6 % | |||
| Clearstead Advisors, LLC | 50.399.166 $ | +10.500.709 $ | +26,3 % | 39.898.457 $ | +473.792 $ | +1,2 % | 39.424.665 $ | +2.485.544 $ | +6,7 % | |||
| Meeder Advisory Services, Inc. | 1.808.711 $ | +359.579 $ | +24,8 % | 1.449.132 $ | -48.945.669 $ | -97,1 % | 50.394.801 $ | +4.279.847 $ | +9,3 % | |||
| Modera Wealth Management, LLC | 49.567.917 $ | +4.436.013 $ | +9,8 % | 45.131.904 $ | -584.384 $ | -1,3 % | 45.716.288 $ | +857.781 $ | +1,9 % | |||
| Aptus Capital Advisors, LLC | 49.551.038 $ | +3.732.236 $ | +8,1 % | 45.818.802 $ | +2.474.245 $ | +5,7 % | 43.344.557 $ | +2.262.970 $ | +5,5 % | |||
| EXCHANGE TRADED CONCEPTS, LLC | 49.466.678 $ | +1.960.149 $ | +4,1 % | 47.506.529 $ | -6.264 $ | -0,0 % | 47.512.793 $ | -4.067.708 $ | -7,9 % | |||
| Bridgewater Advisors Inc. | 43.946.124 $ | -5.312.074 $ | -10,8 % | 49.258.198 $ | -200.233 $ | -0,4 % | 49.458.431 $ | +3.391.869 $ | +7,4 % | |||
| Macro Advisors, Inc. | 49.408.306 $ | +15.212.563 $ | +44,5 % | 34.195.743 $ | ||||||||
| Efficient Advisors, LLC | 45.651.482 $ | -3.320.868 $ | -6,8 % | 48.972.350 $ | -2.101.485 $ | -4,1 % | ||||||
| Bangor Savings Bank | 47.648.748 $ | -1.056.562 $ | -2,2 % | 48.705.310 $ | +1.854.553 $ | +4,0 % | 46.850.757 $ | +1.277.720 $ | +2,8 % | 45.573.037 $ | +2.751.149 $ | +6,4 % |
| MOLLER WEALTH PARTNERS | 45.821.078 $ | -2.222.009 $ | -4,6 % | 48.043.087 $ | +1.348.536 $ | +2,9 % | 46.694.551 $ | +3.947.801 $ | +9,2 % | 42.746.750 $ | -741.909 $ | -1,7 % |
| NATIXIS ADVISORS, LLC | 38.568.000 $ | -9.411.000 $ | -19,6 % | 47.979.000 $ | +15.435.000 $ | +47,4 % | 32.544.000 $ | -27.542.000 $ | -45,8 % | |||
| TRUST CO OF VERMONT | 47.832.988 $ | +1.761.847 $ | +3,8 % | 46.071.141 $ | +9.698.177 $ | +26,7 % | 36.372.964 $ | +13.453.180 $ | +58,7 % | |||
| Larson Financial Group LLC | 47.450.091 $ | +7.664.082 $ | +19,3 % | 39.786.009 $ | +407.654 $ | +1,0 % | 39.378.355 $ | +2.215.586 $ | +6,0 % | |||
| Zurich Insurance Group Ltd/FI | 46.859.853 $ | -143.083 $ | -0,3 % | 47.002.936 $ | -268.282 $ | -0,6 % | 47.271.218 $ | -143.083 $ | -0,3 % | |||
| Nuveen, LLC | 14.042.317 $ | -33.149.706 $ | -70,2 % | 47.192.023 $ | +42.089.768 $ | +824,9 % | ||||||
| LEVEL FOUR ADVISORY SERVICES, LLC | 46.999.341 $ | +7.389.886 $ | +18,7 % | 39.609.455 $ | -3.107.125 $ | -7,3 % | 42.716.580 $ | +1.508.183 $ | +3,7 % | |||
| CVS HEALTH Corp | 46.644.900 $ | +31.171.236 $ | +201,4 % | 15.473.664 $ | +10.481.792 $ | +210,0 % | 4.991.872 $ | |||||
| Hartford Funds Management Co LLC | 45.030.255 $ | +3.591.306 $ | +8,7 % | 41.438.949 $ | -5.118.128 $ | -11,0 % | 46.557.077 $ | +796.369 $ | +1,7 % | |||
| HighPoint Advisor Group LLC | 39.327.585 $ | -7.162.587 $ | -15,4 % | 46.490.172 $ | +6.258.041 $ | +15,6 % | 40.232.131 $ | |||||
| GUGGENHEIM CAPITAL LLC | 45.881.745 $ | +5.215.333 $ | +12,8 % | 40.666.412 $ | +5.325.605 $ | +15,1 % | 35.340.807 $ | +6.194.489 $ | +21,3 % | |||
| FIRST AMERICAN TRUST, FSB | 45.524.529 $ | +6.738.328 $ | +17,4 % | 38.786.201 $ | +11.790.887 $ | +43,7 % | 26.995.314 $ | +3.337.789 $ | +14,1 % | |||
| MISSION WEALTH MANAGEMENT, LP | 30.723.893 $ | -14.786.462 $ | -32,5 % | 45.510.355 $ | +12.744.076 $ | +38,9 % | 32.766.279 $ | -682.030 $ | -2,0 % | 33.448.309 $ | -1.862.700 $ | -5,3 % |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 44.894.974 $ | +20.119.458 $ | +81,2 % | 24.775.516 $ | +1.045.671 $ | +4,4 % | 23.729.845 $ | -38.889.485 $ | -62,1 % | |||
| UNIQUE WEALTH, LLC | 44.710.661 $ | +130.312 $ | +0,3 % | 44.580.349 $ | +4.577.803 $ | +11,4 % | 40.002.546 $ | +7.009.652 $ | +21,2 % | 32.992.894 $ | +2.853.234 $ | +9,5 % |
| Prosperity Planning, Inc. | 44.426.195 $ | +5.109.050 $ | +13,0 % | 39.317.145 $ | +2.754.278 $ | +7,5 % | 36.562.867 $ | +2.064.422 $ | +6,0 % | 34.498.445 $ | +1.873.962 $ | +5,7 % |
| FIDUCIARY FINANCIAL GROUP, LLC | 38.626.940 $ | -5.582.048 $ | -12,6 % | 44.208.988 $ | +6.977.197 $ | +18,7 % | 37.231.791 $ | +3.487.181 $ | +10,3 % | 33.744.610 $ | +2.153.400 $ | +6,8 % |
| Alaska Wealth Advisors, LLC | 44.163.461 $ | +1.796.545 $ | +4,2 % | 42.366.916 $ | +4.816.438 $ | +12,8 % | 37.550.478 $ | +1.467.620 $ | +4,1 % | |||
| Chicago Partners Investment Group LLC | 44.005.029 $ | +1.044.257 $ | +2,4 % | 42.960.772 $ | +2.313.992 $ | +5,7 % | 40.646.780 $ | +145.338 $ | +0,4 % | |||
| MGO ONE SEVEN LLC | 42.968.908 $ | +7.311.743 $ | +20,5 % | 35.657.165 $ | +5.545.007 $ | +18,4 % | 30.112.158 $ | +8.164.232 $ | +37,2 % | |||
| FIRST CITIZENS BANK & TRUST CO | 38.449.380 $ | -4.358.285 $ | -10,2 % | 42.807.665 $ | +548.154 $ | +1,3 % | 42.259.511 $ | -265.903 $ | -0,6 % | 42.525.414 $ | -4.470.870 $ | -9,5 % |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 30.146.115 $ | -12.618.205 $ | -29,5 % | 42.764.320 $ | +28.317.119 $ | +196,0 % | 14.447.201 $ | -20.750.303 $ | -59,0 % | |||
| Liquid Strategies, LLC | 42.645.609 $ | +7.003.031 $ | +19,6 % | 35.642.578 $ | +460.006 $ | +1,3 % | 35.182.572 $ | +7.222.132 $ | +25,8 % | |||
| Pacific Sage Partners, LLC | 42.286.516 $ | +1.612.344 $ | +4,0 % | 40.674.172 $ | +3.186.162 $ | +8,5 % | 37.488.010 $ | +3.829.653 $ | +11,4 % | 33.658.357 $ | +2.568.896 $ | +8,3 % |
| Schneider Downs Wealth Management Advisors, LP | 41.165.767 $ | +2.901.316 $ | +7,6 % | 38.264.451 $ | +1.768.101 $ | +4,8 % | 36.496.350 $ | +3.107.261 $ | +9,3 % | |||
| Valtinson Bruner Financial Planning LLC | 41.115.464 $ | +2.422.541 $ | +6,3 % | 38.692.923 $ | +1.715.468 $ | +4,6 % | 36.977.455 $ | +2.915.337 $ | +8,6 % | |||
| HUNTINGTON NATIONAL BANK | 40.960.294 $ | +1.410.483 $ | +3,6 % | 39.549.811 $ | -1.074.047 $ | -2,6 % | 40.623.858 $ | +1.851.266 $ | +4,8 % | |||
| Chesley Taft & Associates LLC | 39.097.585 $ | -1.729.501 $ | -4,2 % | 40.827.086 $ | +2.913.577 $ | +7,7 % | 37.913.509 $ | +2.467.991 $ | +7,0 % | 35.445.518 $ | +2.249.145 $ | +6,8 % |
| LAZARD ASSET MANAGEMENT LLC | 40.797.390 $ | +14.046.960 $ | +52,5 % | 26.750.430 $ | -33.992 $ | -0,1 % | 26.784.422 $ | -723.832 $ | -2,6 % | |||
| Nelson Capital Management, LLC | 40.694.174 $ | +2.592.871 $ | +6,8 % | 38.101.303 $ | +3.168.660 $ | +9,1 % | 34.932.643 $ | +4.474.335 $ | +14,7 % | |||
| Charles Schwab Trust Co | 40.397.942 $ | +21.512.354 $ | +113,9 % | 18.885.588 $ | +569.512 $ | +3,1 % | 18.316.076 $ | -1.016.958 $ | -5,3 % | 19.333.034 $ | -424.586 $ | -2,1 % |
| Slow Capital, Inc. | 38.119.872 $ | -498.120 $ | -1,3 % | 38.617.992 $ | -1.727.847 $ | -4,3 % | 40.345.839 $ | +3.221.931 $ | +8,7 % | |||
| Cardinal Point Capital Management ULC | 38.350.399 $ | -1.842.795 $ | -4,6 % | 40.193.194 $ | +1.511.529 $ | +3,9 % | 38.681.665 $ | +283.857 $ | +0,7 % | 38.397.808 $ | +779.398 $ | +2,1 % |
| Independent Advisor Alliance | 2.985.285 $ | -37.162.900 $ | -92,6 % | 40.148.185 $ | +37.493.557 $ | +1.412,4 % | 2.654.628 $ | +58.308 $ | +2,2 % | |||
| REGIONS FINANCIAL CORP | 40.144.740 $ | +1.171.808 $ | +3,0 % | 38.972.932 $ | +2.519.392 $ | +6,9 % | 36.453.540 $ | +2.782.112 $ | +8,3 % | |||
| MONOGRAPH WEALTH ADVISORS, LLC | 39.933.727 $ | +6.474.330 $ | +19,3 % | 33.459.397 $ | +3.579.885 $ | +12,0 % | 29.879.512 $ | +1.425.527 $ | +5,0 % | |||
| Wellington Grp LLC | 39.801.833 $ | +1.022.056 $ | +2,6 % | 38.779.777 $ | +2.841.001 $ | +7,9 % | 35.938.776 $ | |||||
| NICOLET BANKSHARES INC | 39.797.063 $ | +2.012.263 $ | +5,3 % | 37.784.800 $ | +37.192.803 $ | +6.282,6 % | 591.997 $ | +3.427 $ | +0,6 % | |||
| Navigation Group, LLC | 39.607.072 $ | +5.507.094 $ | +16,1 % | 34.099.978 $ | ||||||||
| Waverly Advisors, LLC | 39.522.097 $ | +2.672.452 $ | +7,3 % | 36.849.645 $ | +8.216.868 $ | +28,7 % | 28.632.777 $ | -969.496 $ | -3,3 % | |||
| Pinnacle Financial Partners, Inc. | 39.324.247 $ | +3.596.607 $ | +10,1 % | 35.727.640 $ | +3.879.770 $ | +12,2 % | 31.847.870 $ | |||||
| Stockman Wealth Management, Inc. | 39.283.122 $ | +376.468 $ | +1,0 % | 38.906.654 $ | +3.258.416 $ | +9,1 % | 35.648.238 $ | +1.870.566 $ | +5,5 % | |||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 35.442.045 $ | -45.118 $ | -0,1 % | 35.487.163 $ | -3.547.724 $ | -9,1 % | 39.034.887 $ | +763.326 $ | +2,0 % | |||
| Financial Plan, Inc. | 39.017.029 $ | +5.026.481 $ | +14,8 % | 33.990.548 $ | +4.691.213 $ | +16,0 % | 29.299.335 $ | |||||
| Black Diamond Financial, LLC | 38.992.787 $ | +2.754.032 $ | +7,6 % | 36.238.755 $ | +3.538.207 $ | +10,8 % | 32.700.548 $ | +1.391.717 $ | +4,4 % | |||
| WEATHERLY ASSET MANAGEMENT L. P. | 38.840.673 $ | +1.740.697 $ | +4,7 % | 37.099.976 $ | +58.646 $ | +0,2 % | 37.041.330 $ | +926.527 $ | +2,6 % | 36.114.803 $ | +1.314.506 $ | +3,8 % |
| Penserra Capital Management LLC | 18.033.000 $ | -20.642.000 $ | -53,4 % | 38.675.000 $ | ||||||||
| KELLY FINANCIAL GROUP LLC | 38.466.936 $ | +319.010 $ | +0,8 % | 38.147.926 $ | +315.077 $ | +0,8 % | 37.832.849 $ | +37.626.364 $ | +18.222,3 % | 206.485 $ | -4.106 $ | -1,9 % |
| Interchange Capital Partners, LLC | 18.355.474 $ | +7.215.048 $ | +64,8 % | 11.140.426 $ | -27.268.341 $ | -71,0 % | 38.408.767 $ | +8.499 $ | +0,0 % | |||
| THOMPSON SIEGEL & WALMSLEY LLC | 38.215.000 $ | +5.433.000 $ | +16,6 % | 32.782.000 $ | +11.319.000 $ | +52,7 % | 21.463.000 $ | +9.696.000 $ | +82,4 % | |||
| DEFINE FINANCIAL, LLC | 38.121.675 $ | +5.739.644 $ | +17,7 % | 32.382.031 $ | +4.098.314 $ | +14,5 % | 28.283.717 $ | +3.039.409 $ | +12,0 % | 25.244.308 $ | +2.812.029 $ | +12,5 % |
| Adventist Health System/ West | 28.780.484 $ | +160.433 $ | +0,6 % | 28.620.051 $ | -9.266.804 $ | -24,5 % | 37.886.855 $ | -896.231 $ | -2,3 % | |||
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 37.806.283 $ | +2.614.115 $ | +7,4 % | 35.192.168 $ | -940.294 $ | -2,6 % | 36.132.462 $ | +552.396 $ | +1,6 % | |||
| Capital Asset Advisory Services LLC | 36.650.477 $ | -979.858 $ | -2,6 % | 37.630.335 $ | +3.777.563 $ | +11,2 % | 33.852.772 $ | +2.394.526 $ | +7,6 % | |||
| Galvin, Gaustad & Stein, LLC | 37.609.305 $ | +44.971 $ | +0,1 % | 37.564.334 $ | +5.378.712 $ | +16,7 % | 32.185.622 $ | -602.609 $ | -1,8 % | 32.788.231 $ | +2.796.378 $ | +9,3 % |
| Manhattan West Asset Management, LLC | 31.964.206 $ | -5.608.883 $ | -14,9 % | 37.573.089 $ | +1.859.761 $ | +5,2 % | 35.713.328 $ | +1.996.606 $ | +5,9 % | |||
| Capital Advantage, Inc. | 37.104.382 $ | -465.428 $ | -1,2 % | 37.569.810 $ | +523.436 $ | +1,4 % | 37.046.374 $ | -61.793 $ | -0,2 % | 37.108.167 $ | +32.755.148 $ | +752,5 % |
| Opes Wealth Management LLC | 37.501.826 $ | +2.582.506 $ | +7,4 % | 34.919.320 $ | +11.061.598 $ | +46,4 % | ||||||
| DAVENPORT & Co LLC | 37.409.536 $ | +12.779.627 $ | +51,9 % | 24.629.909 $ | +11.711.601 $ | +90,7 % | 12.918.308 $ | +1.404.406 $ | +12,2 % | 11.513.902 $ | +1.789.349 $ | +18,4 % |
| JOHNSON INVESTMENT COUNSEL INC | 37.366.844 $ | +855.552 $ | +2,3 % | 36.511.292 $ | ||||||||
| WealthPlan Investment Management, LLC | 33.166.210 $ | -4.126.725 $ | -11,1 % | 37.292.935 $ | +8.386.583 $ | +29,0 % | 28.906.352 $ | +12.056.011 $ | +71,5 % | 16.850.341 $ | +4.008.921 $ | +31,2 % |
| FINANCIAL CONSULATE, INC | 37.243.211 $ | +1.842.286 $ | +5,2 % | 35.400.925 $ | +7.816.190 $ | +28,3 % | 27.584.735 $ | +2.594.350 $ | +10,4 % | |||
| ASPIRIANT, LLC | 32.860.184 $ | +2.339.007 $ | +7,7 % | 30.521.177 $ | -4.587.640 $ | -13,1 % | 35.108.817 $ | -1.723.563 $ | -4,7 % | 36.832.380 $ | -3.699.500 $ | -9,1 % |
| 1832 Asset Management L.P. | 7.416.958 $ | -1.260.383 $ | -14,5 % | 8.677.341 $ | -28.117.779 $ | -76,4 % | 36.795.120 $ | +9.285.171 $ | +33,8 % | |||
| ARKANSAS FINANCIAL GROUP, INC. | 35.311.434 $ | -441.181 $ | -1,2 % | 35.752.615 $ | -936.411 $ | -2,6 % | 36.689.026 $ | -2.702.152 $ | -6,9 % | |||
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 36.662.152 $ | +894.803 $ | +2,5 % | 35.767.349 $ | +26.040.583 $ | +267,7 % | 9.726.766 $ | |||||
| Colony Family Offices, LLC | 36.518.448 $ | +12.560.943 $ | +52,4 % | 23.957.505 $ | +3.355.435 $ | +16,3 % | 20.602.070 $ | +1.089.717 $ | +5,6 % | 19.512.353 $ | +1.215.506 $ | +6,6 % |
| Francis Financial, Inc. | 36.501.302 $ | +3.111.328 $ | +9,3 % | 33.389.974 $ | +2.573.152 $ | +8,3 % | 30.816.822 $ | +2.413.548 $ | +8,5 % | |||
| RVW Wealth, LLC | 32.739.647 $ | -3.729.938 $ | -10,2 % | 36.469.585 $ | +6.722.108 $ | +22,6 % | 29.747.477 $ | +916.303 $ | +3,2 % | 28.831.174 $ | +290.969 $ | +1,0 % |
| PEAPACK GLADSTONE FINANCIAL CORP | 36.130.000 $ | +1.625.000 $ | +4,7 % | 34.505.000 $ | +1.396.000 $ | +4,2 % | 33.109.000 $ | +2.904.000 $ | +9,6 % | |||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 35.963.325 $ | +3.028.854 $ | +9,2 % | 32.934.471 $ | +2.527.233 $ | +8,3 % | 30.407.238 $ | +1.846.885 $ | +6,5 % | |||
| Ethos Capital Management, Inc. | 35.954.870 $ | |||||||||||
| BlueSky Wealth Advisors, LLC | 35.682.038 $ | +6.113.069 $ | +20,7 % | 29.568.969 $ | +18.290.405 $ | +162,2 % | 11.278.564 $ | -132.378 $ | -1,2 % | |||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 35.678.129 $ | +7.998.867 $ | +28,9 % | 27.679.262 $ | -668.372 $ | -2,4 % | 28.347.634 $ | +7.962.991 $ | +39,1 % | 20.384.643 $ | +2.418.166 $ | +13,5 % |
| Diversify Advisory Services, LLC | 35.678.129 $ | +7.998.867 $ | +28,9 % | 27.679.262 $ | +21.165.849 $ | +325,0 % | 6.513.413 $ | +1.283.673 $ | +24,5 % | |||
| Confluence Wealth Services, Inc. | 35.400.595 $ | +8.530.280 $ | +31,7 % | 26.870.315 $ | +1.968.423 $ | +7,9 % | 24.901.892 $ | +1.865.594 $ | +8,1 % | |||
| Schaeffer Financial LLC | 35.337.609 $ | +1.206.636 $ | +3,5 % | 34.130.973 $ | +1.872.050 $ | +5,8 % | 32.258.923 $ | +10.584.136 $ | +48,8 % | |||
| CreativeOne Wealth, LLC | 35.152.461 $ | +6.271.653 $ | +21,7 % | 28.880.808 $ | +5.819.683 $ | +25,2 % | 23.061.125 $ | +2.947.701 $ | +14,7 % | |||
| Fort Point Capital Partners LLC | 33.836.883 $ | -1.194.092 $ | -3,4 % | 35.030.975 $ | +8.300.110 $ | +31,1 % | 26.730.865 $ | +376.358 $ | +1,4 % | |||
| Stratos Investment Management, LLC | 34.786.944 $ | +1.288.761 $ | +3,8 % | 33.498.183 $ | +1.741.834 $ | +5,5 % | 31.756.349 $ | +1.281.259 $ | +4,2 % | |||
| Wharton Business Group, LLC | 34.715.000 $ | +20.872.536 $ | +150,8 % | 13.842.464 $ | +2.125.464 $ | +18,1 % | 11.717.000 $ | +86.726 $ | +0,7 % | |||
| Graves Light Lenhart Wealth, Inc. | 34.667.789 $ | +17.517.854 $ | +102,1 % | 17.149.935 $ | +1.055.206 $ | +6,6 % | 16.094.729 $ | +1.118.168 $ | +7,5 % | 14.976.561 $ | +1.225.255 $ | +8,9 % |
| ANCHOR CAPITAL ADVISORS LLC | 34.656.824 $ | +17.384.350 $ | +100,6 % | 17.272.474 $ | +340.982 $ | +2,0 % | 16.931.492 $ | -298.171 $ | -1,7 % | |||
| Alley Investment Management Company, LLC | 34.547.161 $ | +631.620 $ | +1,9 % | 33.915.541 $ | +562.293 $ | +1,7 % | 33.353.248 $ | -203.937 $ | -0,6 % | |||
| Legacy Edge Advisors, LLC | 34.493.021 $ | +3.282.563 $ | +10,5 % | 31.210.458 $ | +2.861.298 $ | +10,1 % | 28.349.160 $ | +4.866.614 $ | +20,7 % | |||
| NORTHWEST WEALTH MANAGEMENT, LLC | 34.393.720 $ | +3.268.062 $ | +10,5 % | 31.125.658 $ | +2.461.889 $ | +8,6 % | 28.663.769 $ | +2.015.597 $ | +7,6 % | |||
| Legacy Private Trust Co. | 34.023.060 $ | +22.711.485 $ | +200,8 % | 11.311.575 $ | +1.175.635 $ | +11,6 % | 10.135.940 $ | -2.334.726 $ | -18,7 % | 12.470.666 $ | -3.881.428 $ | -23,7 % |
| NorthCoast Asset Management LLC | 33.632.211 $ | -323.574 $ | -1,0 % | 33.955.785 $ | +15.790.525 $ | +86,9 % | 18.165.260 $ | -116.387.080 $ | -86,5 % | |||
| SageView Advisory Group, LLC | 28.475.447 $ | -820.331 $ | -2,8 % | 29.295.778 $ | -4.623.295 $ | -13,6 % | 33.919.073 $ | -626.517 $ | -1,8 % | |||
| NewSquare Capital LLC | 33.885.738 $ | +1.491.615 $ | +4,6 % | 32.394.123 $ | +3.037.103 $ | +10,3 % | 29.357.020 $ | -12.480.810 $ | -29,8 % | |||
| Beaird Harris Wealth Management, LLC | 28.523.641 $ | -487.583 $ | -1,7 % | 29.011.224 $ | -4.704.016 $ | -14,0 % | 33.715.240 $ | -11.892.731 $ | -26,1 % | |||
| SouthState Bank Corp | 33.649.081 $ | +8.272.096 $ | +32,6 % | 25.376.985 $ | +2.514.753 $ | +11,0 % | 22.862.232 $ | +13.725.633 $ | +150,2 % | |||
| STEPHENS INC /AR/ | 32.228.612 $ | -731.440 $ | -2,2 % | 32.960.052 $ | -665.000 $ | -2,0 % | 33.625.052 $ | -6.624.676 $ | -16,5 % | |||
| Compound Planning, Inc. | 32.089.358 $ | -1.518.307 $ | -4,5 % | 33.607.665 $ | +8.103.868 $ | +31,8 % | 25.503.797 $ | +2.127.581 $ | +9,1 % | |||
| Cornerstone National Bank & Trust Co | 23.196.862 $ | -4.067.909 $ | -14,9 % | 27.264.771 $ | -3.664.653 $ | -11,8 % | 30.929.424 $ | -2.630.423 $ | -7,8 % | 33.559.847 $ | +782.491 $ | +2,4 % |
| Sand Hill Global Advisors, LLC | 33.217.183 $ | +7.989.177 $ | +31,7 % | 25.228.006 $ | -965.073 $ | -3,7 % | 26.193.079 $ | +775.604 $ | +3,1 % | |||
| FSM Wealth Advisors, LLC | 27.268.677 $ | +1.159.100 $ | +4,4 % | 26.109.577 $ | -7.103.838 $ | -21,4 % | 33.213.415 $ | +359.861 $ | +1,1 % | |||
| Sigma Planning Corp | 28.259.350 $ | -4.930.782 $ | -14,9 % | 33.190.132 $ | +625.453 $ | +1,9 % | 32.564.679 $ | +1.031.277 $ | +3,3 % | |||
| Global Wealth Management, LLC | 29.213.864 $ | -3.073.750 $ | -9,5 % | 32.287.614 $ | -897.497 $ | -2,7 % | 33.185.111 $ | +6.558.651 $ | +24,6 % | 26.626.460 $ | -505.490 $ | -1,9 % |
| North Star Investment Management Corp. | 33.162.958 $ | +483.388 $ | +1,5 % | 32.679.570 $ | +471.838 $ | +1,5 % | 32.207.732 $ | +2.888.698 $ | +9,9 % | |||
| WPWealth LLP | 33.161.871 $ | +3.588.335 $ | +12,1 % | 29.573.536 $ | +1.415.651 $ | +5,0 % | 28.157.885 $ | +770.298 $ | +2,8 % | |||
| Discipline Wealth Solutions, LLC | 33.143.665 $ | +692.105 $ | +2,1 % | 32.451.560 $ | +3.020.796 $ | +10,3 % | 29.430.764 $ | +7.411.009 $ | +33,7 % | 22.019.755 $ | +4.721.442 $ | +27,3 % |
| Marotta Asset Management | 32.447.574 $ | -590.513 $ | -1,8 % | 33.038.087 $ | +314.587 $ | +1,0 % | 32.723.500 $ | +229.415 $ | +0,7 % | 32.494.085 $ | +446.658 $ | +1,4 % |
| WESBANCO BANK INC | 32.881.211 $ | +3.914.757 $ | +13,5 % | 28.966.454 $ | +2.356.547 $ | +8,9 % | 26.609.907 $ | +1.314.507 $ | +5,2 % | |||
| Arlington Financial Advisors, LLC | 30.940.863 $ | -1.877.902 $ | -5,7 % | 32.818.765 $ | +3.302.271 $ | +11,2 % | 29.516.494 $ | +6.593.228 $ | +28,8 % | 22.923.266 $ | -4.417.379 $ | -16,2 % |
| Concurrent Investment Advisors, LLC | 32.651.077 $ | +10.835.163 $ | +49,7 % | 21.815.914 $ | +4.102.935 $ | +23,2 % | 17.712.979 $ | +2.750.754 $ | +18,4 % | 14.962.225 $ | +1.214.139 $ | +8,8 % |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 31.453.174 $ | -668.725 $ | -2,1 % | 32.121.899 $ | -380.058 $ | -1,2 % | 32.501.957 $ | -483.853 $ | -1,5 % | |||
| Ally Invest Advisors Inc. | 32.477.993 $ | +1.687.672 $ | +5,5 % | 30.790.321 $ | +1.626.420 $ | +5,6 % | 29.163.901 $ | +1.954.811 $ | +7,2 % | |||
| Bedel Financial Consulting, Inc. | 32.230.636 $ | +6.023.125 $ | +23,0 % | 26.207.511 $ | +2.132.947 $ | +8,9 % | 24.074.564 $ | +4.083.666 $ | +20,4 % | |||
| M&T BANK CORP | 29.363.014 $ | -1.920.246 $ | -6,1 % | 31.283.260 $ | -917.834 $ | -2,9 % | 32.201.094 $ | +1.476.726 $ | +4,8 % | |||
| Rockwood Wealth Management, LLC | 31.176.026 $ | -230.420 $ | -0,7 % | 31.406.446 $ | -773.286 $ | -2,4 % | 32.179.732 $ | +284.940 $ | +0,9 % | |||
| Ackerman Capital Advisors, LLC | 29.654.153 $ | -509.643 $ | -1,7 % | 30.163.796 $ | -1.998.124 $ | -6,2 % | 32.161.920 $ | +1.636.136 $ | +5,4 % | |||
| AMG National Trust Bank | 28.428.036 $ | -3.613.715 $ | -11,3 % | 32.041.751 $ | +3.753.544 $ | +13,3 % | 28.288.207 $ | -8.500.327 $ | -23,1 % | |||
| OpenArc Corporate Advisory, LLC | 30.339.059 $ | -1.494.074 $ | -4,7 % | 31.833.133 $ | +6.990.932 $ | +28,1 % | 24.842.201 $ | +5.829.785 $ | +30,7 % | 19.012.416 $ | ||
| National Philanthropic Trust | 29.657.233 $ | -2.066.161 $ | -6,5 % | 31.723.394 $ | +3.891.388 $ | +14,0 % | 27.832.006 $ | +4.433.872 $ | +18,9 % | |||
| EdgeRock Capital LLC | 31.239.711 $ | +3.764.949 $ | +13,7 % | 27.474.762 $ | +6.115.712 $ | +28,6 % | 21.359.050 $ | +1.685.923 $ | +8,6 % | |||
| MY Wealth Management Inc. | 31.192.001 $ | +5.209.029 $ | +20,0 % | 25.982.972 $ | +24.052.832 $ | +1.246,2 % | 1.930.140 $ | -15.290.191 $ | -88,8 % | 17.220.331 $ | -7.083.342 $ | -29,1 % |
| Austin Wealth Management, LLC | 25.005.153 $ | +2.117.418 $ | +9,3 % | 22.887.735 $ | -8.211.780 $ | -26,4 % | 31.099.515 $ | +2.555.472 $ | +9,0 % | |||
| EVOLVE PRIVATE WEALTH, LLC | 30.989.881 $ | +3.363.178 $ | +12,2 % | 27.626.703 $ | +2.492.692 $ | +9,9 % | 25.134.011 $ | |||||
| Laird Norton Wetherby Trust Company, LLC | 30.702.228 $ | +909.975 $ | +3,1 % | 29.792.253 $ | +1.553.553 $ | +5,5 % | 28.238.700 $ | +18.395.829 $ | +186,9 % | |||
| Freestone Capital Holdings, LLC | 30.693.649 $ | +3.701.375 $ | +13,7 % | 26.992.274 $ | +4.688.445 $ | +21,0 % | 22.303.829 $ | +3.730.394 $ | +20,1 % | |||
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 21.822.550 $ | -8.788.675 $ | -28,7 % | 30.611.225 $ | +2.011.949 $ | +7,0 % | 28.599.276 $ | +1.453.621 $ | +5,4 % | |||
| Sage Mountain Advisors LLC | 28.703.123 $ | -294.917 $ | -1,0 % | 28.998.040 $ | -1.556.764 $ | -5,1 % | 30.554.804 $ | +30.073.789 $ | +6.252,2 % | |||
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 18.089.735 $ | -12.461.809 $ | -40,8 % | 30.551.544 $ | +3.891.915 $ | +14,6 % | 26.659.629 $ | +173.609 $ | +0,7 % | 26.486.020 $ | +659.845 $ | +2,6 % |
| BRIGHTON JONES LLC | 30.351.409 $ | +5.436.842 $ | +21,8 % | 24.914.567 $ | +3.695.442 $ | +17,4 % | 21.219.125 $ | -669.338 $ | -3,1 % | |||
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 30.152.654 $ | +207.934 $ | +0,7 % | 29.944.720 $ | -378.939 $ | -1,2 % | 30.323.659 $ | -262.848 $ | -0,9 % | |||
| Everhart Financial Group, Inc. | 30.250.702 $ | +3.243.578 $ | +12,0 % | 27.007.124 $ | +5.773.426 $ | +27,2 % | 21.233.698 $ | +4.098.509 $ | +23,9 % | 17.135.189 $ | +4.516.369 $ | +35,8 % |
| Legal & General Group Plc | 16.022.489 $ | -14.116.689 $ | -46,8 % | 30.139.178 $ | +9.971.385 $ | +49,4 % | ||||||
| MCF Advisors LLC | 30.019.651 $ | +4.976.190 $ | +19,9 % | 25.043.461 $ | +22.031.154 $ | +731,4 % | 3.012.307 $ | +488.398 $ | +19,4 % | |||
| CIBC Bancorp USA Inc. | 29.905.522 $ | +1.426.226 $ | +5,0 % | 28.479.296 $ | ||||||||
| WCG Wealth Advisors LLC | 25.819.328 $ | -4.002.038 $ | -13,4 % | 29.821.366 $ | +1.990.748 $ | +7,2 % | 27.830.618 $ | +18.925.169 $ | +212,5 % | |||
| One Wealth Advisors, LLC | 29.680.283 $ | +1.164.782 $ | +4,1 % | 28.515.501 $ | +802.491 $ | +2,9 % | 27.713.010 $ | +3.060.508 $ | +12,4 % | |||
| Morling Financial Advisors, LLC | 29.626.846 $ | +3.579.284 $ | +13,7 % | 26.047.562 $ | +1.322.783 $ | +5,4 % | 24.724.779 $ | +1.522.941 $ | +6,6 % | |||
| Elk River Wealth Management LLC | 27.552.101 $ | -2.026.109 $ | -6,9 % | 29.578.210 $ | +657.162 $ | +2,3 % | 28.921.048 $ | +1.108.410 $ | +4,0 % | |||
| EVERGREEN CAPITAL MANAGEMENT LLC | 29.554.207 $ | +6.773.962 $ | +29,7 % | 22.780.245 $ | +2.321.037 $ | +11,3 % | 20.459.208 $ | +4.170.948 $ | +25,6 % | |||
| Financial Management Professionals, Inc. | 29.473.527 $ | |||||||||||
| Financial Solutions Advisory Group, Inc. | 29.379.846 $ | -3.844 $ | -0,0 % | 29.383.690 $ | ||||||||
| BNP PARIBAS FINANCIAL MARKETS | 29.330.037 $ | +20.767.307 $ | +242,5 % | 8.562.730 $ | -17.251.226 $ | -66,8 % | 25.813.956 $ | +789.393 $ | +3,2 % | |||
| Berger Financial Group, Inc | 29.287.982 $ | +6.584.532 $ | +29,0 % | 22.703.450 $ | -3.156.697 $ | -12,2 % | 25.860.147 $ | +2.067.266 $ | +8,7 % | |||
| Rinkey Investments | 29.260.233 $ | +1.231.278 $ | +4,4 % | 28.028.955 $ | +6.098.054 $ | +27,8 % | 21.930.901 $ | -4.667.745 $ | -17,5 % | |||
| Keebeck Wealth Management | 29.090.763 $ | +3.839.559 $ | +15,2 % | 25.251.204 $ | +11.481.929 $ | +83,4 % | 13.769.275 $ | +1.524.685 $ | +12,5 % | |||
| Kendall Capital Management | 28.852.280 $ | +3.498.997 $ | +13,8 % | 25.353.283 $ | +993.696 $ | +4,1 % | 24.359.587 $ | +2.055.787 $ | +9,2 % | |||
| Nicht ausgewiesen | 28.807.632 $ | +5.769.817 $ | +25,0 % | 23.037.815 $ | +449.964 $ | +2,0 % | 22.587.851 $ | +2.835.551 $ | +14,4 % | |||
| Wealth Management Nebraska | 28.802.404 $ | +5.372.843 $ | +22,9 % | 23.429.561 $ | +1.740.790 $ | +8,0 % | 21.688.771 $ | +1.541.649 $ | +7,7 % | |||
| Greystone Financial Group, LLC | 17.344.218 $ | -286.434 $ | -1,6 % | 17.630.652 $ | -11.149.677 $ | -38,7 % | 28.780.329 $ | -1.199.866 $ | -4,0 % | |||
| J.W. COLE ADVISORS, INC. | 28.771.869 $ | +8.936.259 $ | +45,1 % | 19.835.610 $ | +353.650 $ | +1,8 % | 19.481.960 $ | -5.022.267 $ | -20,5 % | |||
| MLG Wealth Management DBA Pine Grove Financial Group | 27.138.981 $ | -1.491.073 $ | -5,2 % | 28.630.054 $ | +2.859.431 $ | +11,1 % | 25.770.623 $ | +15.844.521 $ | +159,6 % | 9.926.102 $ | ||
| Physician Wealth Advisors, Inc. | 18.826.505 $ | -9.241.218 $ | -32,9 % | 28.067.723 $ | -514.637 $ | -1,8 % | 28.582.360 $ | +2.442.526 $ | +9,3 % | 26.139.834 $ | +5.737.825 $ | +28,1 % |
| BIP Wealth, LLC | 28.443.744 $ | +7.377.197 $ | +35,0 % | 21.066.547 $ | +7.377.900 $ | +53,9 % | 13.688.647 $ | -137.301 $ | -1,0 % | 13.825.948 $ | +3.378.561 $ | +32,3 % |
| Nicht ausgewiesen | 28.377.653 $ | +1.069.455 $ | +3,9 % | 27.308.198 $ | +984.515 $ | +3,7 % | 26.323.683 $ | +873.817 $ | +3,4 % | |||
| RPg Family Wealth Advisory, LLC | 28.312.551 $ | +14.358.917 $ | +102,9 % | 13.953.634 $ | +9.457.506 $ | +210,3 % | 4.496.128 $ | -123.859 $ | -2,7 % | |||
| CIBC Private Wealth Group LLC | 28.283.213 $ | +1.838.311 $ | +7,0 % | |||||||||
| Steele Capital Management, Inc. | 28.140.446 $ | +1.178.399 $ | +4,4 % | 26.962.047 $ | +2.741.965 $ | +11,3 % | 24.220.082 $ | +1.633.922 $ | +7,2 % | |||
| Atlatl Advisers LLC | 27.471.859 $ | -596.728 $ | -2,1 % | 28.068.587 $ | +385.410 $ | +1,4 % | 27.683.177 $ | +18.956.711 $ | +217,2 % | 8.726.466 $ | +840.881 $ | +10,7 % |
| Annandale Capital, LLC | 28.038.000 $ | +3.759.000 $ | +15,5 % | 24.279.000 $ | -203.000 $ | -0,8 % | 24.482.000 $ | +24.258.704 $ | +10.863,9 % | |||
| Marquette Asset Management, LLC | 27.320.490 $ | -647.576 $ | -2,3 % | 27.968.066 $ | +4.358.199 $ | +18,5 % | 23.609.867 $ | +945.999 $ | +4,2 % | 22.663.868 $ | +870.741 $ | +4,0 % |
| PRINCIPAL SECURITIES, INC. | 27.794.716 $ | +4.249.700 $ | +18,0 % | 23.545.016 $ | -1.310.755 $ | -5,3 % | 24.855.771 $ | +2.133.870 $ | +9,4 % | |||
| Aspen Wealth Management LLC | 27.713.947 $ | +8.586.773 $ | +44,9 % | 19.127.174 $ | +1.724.768 $ | +9,9 % | 17.402.406 $ | +10.300.640 $ | +145,0 % | 7.101.766 $ | +1.379.312 $ | +24,1 % |
| MONETA GROUP INVESTMENT ADVISORS LLC | 27.694.338 $ | +3.763.963 $ | +15,7 % | 23.930.375 $ | +659.253 $ | +2,8 % | 23.271.122 $ | +369.424 $ | +1,6 % | |||
| Crewe Advisors LLC | 27.645.327 $ | +2.623.718 $ | +10,5 % | 25.021.609 $ | +1.849.452 $ | +8,0 % | 23.172.157 $ | +820.206 $ | +3,7 % | |||
| Pioneer Wealth Management Group | 27.607.082 $ | +604.548 $ | +2,2 % | 27.002.534 $ | +4.563.978 $ | +20,3 % | 22.438.556 $ | +2.511.619 $ | +12,6 % | 19.926.937 $ | +916.171 $ | +4,8 % |
| Quantinno Capital Management LP | 27.599.162 $ | +10.998.295 $ | +66,3 % | 16.600.867 $ | +4.944.918 $ | +42,4 % | 11.655.949 $ | +3.259.264 $ | +38,8 % | |||
| CFS Investment Advisory Services, LLC | 27.598.712 $ | +1.556.451 $ | +6,0 % | 26.042.261 $ | +1.523.152 $ | +6,2 % | 24.519.109 $ | +3.867.760 $ | +18,7 % | 20.651.349 $ | +889.968 $ | +4,5 % |
| PRESILIUM PRIVATE WEALTH, LLC | 27.446.932 $ | +2.121.238 $ | +8,4 % | 25.325.694 $ | +1.179.085 $ | +4,9 % | 24.146.609 $ | +1.401.111 $ | +6,2 % | |||
| 3EDGE Asset Management, LP | 7.078.211 $ | +1.237.778 $ | +21,2 % | 5.840.433 $ | -21.584.102 $ | -78,7 % | 27.424.535 $ | +9.267.748 $ | +51,0 % | |||
| Boston Standard Wealth Management, LLC | 3.350.452 $ | -23.921.934 $ | -87,7 % | 27.272.386 $ | +1.775.350 $ | +7,0 % | 25.497.036 $ | +214.058 $ | +0,8 % | 25.282.978 $ | +960.978 $ | +4,0 % |
| Orin Green Financial, LLC | 23.881.994 $ | -1.634.563 $ | -6,4 % | 25.516.557 $ | +227.335 $ | +0,9 % | 25.289.222 $ | -1.884.804 $ | -6,9 % | 27.174.026 $ | -1.251.004 $ | -4,4 % |
| CPA Asset Management Group, LLC | 27.165.153 $ | +4.006.978 $ | +17,3 % | 23.158.175 $ | +1.306.408 $ | +6,0 % | 21.851.767 $ | +1.551.554 $ | +7,6 % | |||
| GAMMA Investing LLC | 22.495.049 $ | -4.626.070 $ | -17,1 % | 27.121.119 $ | +3.737.018 $ | +16,0 % | 23.384.101 $ | +3.890.530 $ | +20,0 % | 19.493.571 $ | +4.363.491 $ | +28,8 % |
| BOKF, NA | 26.970.504 $ | +750.561 $ | +2,9 % | 26.219.943 $ | +181.183 $ | +0,7 % | 26.038.760 $ | +1.374.190 $ | +5,6 % | |||
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 26.942.728 $ | +2.544.994 $ | +10,4 % | 24.397.734 $ | +1.095.955 $ | +4,7 % | 23.301.779 $ | +796.743 $ | +3,5 % | |||
| World Investment Advisors | 23.458.444 $ | +155.755 $ | +0,7 % | 23.302.689 $ | -3.565.545 $ | -13,3 % | 26.868.234 $ | +6.735.752 $ | +33,5 % | |||
| Robertson Stephens Wealth Management, LLC | 26.830.744 $ | +4.333.408 $ | +19,3 % | 22.497.336 $ | +1.318.356 $ | +6,2 % | 21.178.980 $ | +4.091.701 $ | +23,9 % | 17.087.279 $ | +800.206 $ | +4,9 % |
| Stadion Money Management, LLC | 26.595.618 $ | +26.570.138 $ | +104.278,4 % | 25.480 $ | -26.260.953 $ | -99,9 % | 26.286.433 $ | +17.928.334 $ | +214,5 % | |||
| Integrated Advisors Network LLC | 26.593.099 $ | +4.356.497 $ | +19,6 % | 22.236.602 $ | +212.595 $ | +1,0 % | 22.024.007 $ | -3.385.747 $ | -13,3 % | 25.409.754 $ | -852.076 $ | -3,2 % |
| LPWM LLC | 26.575.892 $ | +784.428 $ | +3,0 % | 25.791.464 $ | +3.951.528 $ | +18,1 % | 21.839.936 $ | +1.340.890 $ | +6,5 % | 20.499.046 $ | +358.374 $ | +1,8 % |
| Creative Capital Management Investments LLC | 26.540.730 $ | +5.012.805 $ | +23,3 % | 21.527.925 $ | +467.610 $ | +2,2 % | 21.060.315 $ | +1.174.632 $ | +5,9 % | |||
| CX Institutional | 25.626.000 $ | +51.000 $ | +0,2 % | 25.575.000 $ | -921.000 $ | -3,5 % | 26.496.000 $ | +666.000 $ | +2,6 % | 25.830.000 $ | +720.000 $ | +2,9 % |
| Alaska Permanent Capital Management, LLC | 26.390.956 $ | +941.865 $ | +3,7 % | 25.449.091 $ | +3.608.693 $ | +16,5 % | 21.840.398 $ | -632.189 $ | -2,8 % | |||
| Nicht ausgewiesen | 26.386.790 $ | +26.255.680 $ | +20.025,7 % | 131.110 $ | -81.276 $ | -38,3 % | 212.386 $ | +2.769 $ | +1,3 % | |||
| MEMBERS CAPITAL ADVISORS INC | 26.205.000 $ | +750.600 $ | +2,9 % | |||||||||
| Leo Wealth, LLC | 21.808.277 $ | -4.374.559 $ | -16,7 % | 26.182.836 $ | +10.447.035 $ | +66,4 % | ||||||
| CITIZENS FINANCIAL GROUP INC/RI | 26.138.686 $ | +2.456.883 $ | +10,4 % | 23.681.803 $ | -348.710 $ | -1,5 % | 24.030.513 $ | +3.128.770 $ | +15,0 % | |||
| DT Investment Partners, LLC | 26.090.014 $ | +914.984 $ | +3,6 % | 25.175.030 $ | -23.321 $ | -0,1 % | 25.198.351 $ | -2.546.226 $ | -9,2 % | |||
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2.170.557 $ | +18.132 $ | +0,8 % | 2.152.425 $ | -23.870.807 $ | -91,7 % | 26.023.232 $ | +4.754.042 $ | +22,4 % | |||
| CAPSTONE INVESTMENT ADVISORS, LLC | 20.125.048 $ | -5.859.945 $ | -22,6 % | 25.984.993 $ | +14.526.563 $ | +126,8 % | ||||||
| SOROS FUND MANAGEMENT LLC | 25.979.468 $ | +354.858 $ | +1,4 % | 25.624.610 $ | -231.744 $ | -0,9 % | 25.856.354 $ | +149.668 $ | +0,6 % | |||
| Ameritas Advisory Services, LLC | 25.897.199 $ | +3.072.030 $ | +13,5 % | 22.825.169 $ | +5.721.730 $ | +33,5 % | 17.103.439 $ | +15.921.745 $ | +1.347,4 % | |||
| Privatperson | 25.852.511 $ | +3.583.453 $ | +16,1 % | 22.269.058 $ | +1.447.432 $ | +7,0 % | 20.821.626 $ | +1.550.477 $ | +8,0 % | |||
| Lifeworks Advisors, LLC | 25.848.721 $ | +4.048.414 $ | +18,6 % | 21.800.307 $ | +317.939 $ | +1,5 % | 21.482.368 $ | +292.674 $ | +1,4 % | |||
| West Wealth Group, LLC | 25.790.353 $ | +3.303.793 $ | +14,7 % | 22.486.560 $ | +2.932.553 $ | +15,0 % | 19.554.007 $ | +2.933.382 $ | +17,6 % | 16.620.625 $ | +2.647.325 $ | +18,9 % |
| SIMON QUICK ADVISORS, LLC | 25.712.637 $ | +35.365 $ | +0,1 % | 25.677.272 $ | +410.597 $ | +1,6 % | 25.266.675 $ | +10.596.409 $ | +72,2 % | |||
| Strategic Investment Advisors / MI | 24.531.581 $ | -1.160.459 $ | -4,5 % | 25.692.040 $ | +5.150.939 $ | +25,1 % | 20.541.101 $ | +5.340.356 $ | +35,1 % | |||
| Arista Wealth Management, LLC | 25.661.183 $ | +4.800.627 $ | +23,0 % | 20.860.556 $ | +83.569 $ | +0,4 % | 20.776.987 $ | +1.157.040 $ | +5,9 % | |||
| VAN STRUM & TOWNE INC. | 25.645.278 $ | +818.829 $ | +3,3 % | 24.826.449 $ | +4.527.569 $ | +22,3 % | 20.298.880 $ | -2.155.374 $ | -9,6 % | |||
| SCOTIA CAPITAL INC. | 25.595.313 $ | +1.025.700 $ | +4,2 % | 24.569.613 $ | +1.528.981 $ | +6,6 % | 23.040.632 $ | +2.370.320 $ | +11,5 % | |||
| Choice Wealth Advisors LLC | 25.513.222 $ | -515 $ | -0,0 % | 25.513.737 $ | +2.281.595 $ | +9,8 % | 23.232.142 $ | +414.042 $ | +1,8 % | 22.818.100 $ | +412.907 $ | +1,8 % |
| CONNABLE OFFICE INC | 25.512.137 $ | +6.736.804 $ | +35,9 % | 18.775.333 $ | +1.702.982 $ | +10,0 % | 17.072.351 $ | -1.479.360 $ | -8,0 % | |||
| Plante Moran Financial Advisors, LLC | 25.476.085 $ | +1.483.848 $ | +6,2 % | 23.992.237 $ | -1.435.864 $ | -5,6 % | 25.428.101 $ | -496.448 $ | -1,9 % | |||
| Schorn Wealth LLC | 25.229.559 $ | -188.400 $ | -0,7 % | 25.417.959 $ | +139.040 $ | +0,6 % | 25.278.919 $ | +425.324 $ | +1,7 % | 24.853.595 $ | -268.946 $ | -1,1 % |
| FIRST FOUNDATION ADVISORS | 23.093.359 $ | -1.836.722 $ | -7,4 % | 24.930.081 $ | -335.220 $ | -1,3 % | 25.265.301 $ | +1.957.330 $ | +8,4 % | |||
| Fiduciary Group, LLC | 25.170.976 $ | +276.812 $ | +1,1 % | 24.894.164 $ | +967.680 $ | +4,0 % | 23.926.484 $ | +1.955.887 $ | +8,9 % | |||
| Symmetry Partners, LLC | 25.156.262 $ | +1.790.532 $ | +7,7 % | 23.365.730 $ | +844.171 $ | +3,7 % | 22.521.559 $ | +691.413 $ | +3,2 % | |||
| Bear Mountain Capital, Inc. | 1.029.877 $ | -265.823 $ | -20,5 % | 1.295.700 $ | -23.845.128 $ | -94,8 % | 25.140.828 $ | -2.588.742 $ | -9,3 % | |||
| TFO Wealth Partners, LLC | 25.103.936 $ | +1.758.094 $ | +7,5 % | 23.345.842 $ | +5.888.129 $ | +33,7 % | 17.457.713 $ | +14.211.886 $ | +437,9 % | |||
| Icon Wealth Advisors, LLC | 25.060.621 $ | +1.687.263 $ | +7,2 % | 23.373.358 $ | -386.648 $ | -1,6 % | ||||||
| Tradition Wealth Management, LLC | 25.004.993 $ | +2.797.956 $ | +12,6 % | 22.207.037 $ | +1.983.379 $ | +9,8 % | 20.223.658 $ | +1.791.152 $ | +9,7 % | |||
| University of Illinois Foundation | 24.983.392 $ | |||||||||||
| Deane Retirement Strategies, Inc. | 24.054.766 $ | -858.188 $ | -3,4 % | 24.912.954 $ | +5.778.516 $ | +30,2 % | 19.134.438 $ | +230.232 $ | +1,2 % | 18.904.206 $ | -449.665 $ | -2,3 % |
| Courage Miller Partners, LLC | 24.845.735 $ | +60.545 $ | +0,2 % | 24.785.190 $ | +902.876 $ | +3,8 % | 23.882.314 $ | +461.681 $ | +2,0 % | 23.420.633 $ | +97.914 $ | +0,4 % |
| VESTOR CAPITAL, LLC | 4.501.000 $ | -20.230.000 $ | -81,8 % | 24.731.000 $ | +4.775.000 $ | +23,9 % | 19.956.000 $ | -548.000 $ | -2,7 % | |||
| Brookstone Capital Management | 22.308.615 $ | -2.355.895 $ | -9,6 % | 24.664.510 $ | +3.707.701 $ | +17,7 % | 20.956.809 $ | +2.299.664 $ | +12,3 % | 18.657.145 $ | +1.506.152 $ | +8,8 % |
| Capital Planning Advisors, LLC | 24.641.630 $ | +804.106 $ | +3,4 % | 23.837.524 $ | +1.310.531 $ | +5,8 % | ||||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 24.639.705 $ | +2.368.101 $ | +10,6 % | 22.271.604 $ | +1.174.074 $ | +5,6 % | 21.097.530 $ | -171.843 $ | -0,8 % | |||
| Wingate Wealth Advisors, Inc. | 24.636.657 $ | +4.520.128 $ | +22,5 % | 20.116.529 $ | +1.654.657 $ | +9,0 % | 18.461.872 $ | +3.527.859 $ | +23,6 % | |||
| Avestar Capital, LLC | 24.602.972 $ | +718.532 $ | +3,0 % | 23.884.440 $ | +6.396.334 $ | +36,6 % | 17.488.106 $ | -295.658 $ | -1,7 % | |||
| Blue Fin Capital, Inc. | 24.600.668 $ | +1.456.935 $ | +6,3 % | 23.143.733 $ | +1.646.417 $ | +7,7 % | 21.497.316 $ | +2.189.642 $ | +11,3 % | |||
| BAR HARBOR WEALTH MANAGEMENT | 24.444.289 $ | -62.130 $ | -0,3 % | 24.506.419 $ | +837.126 $ | +3,5 % | 23.669.293 $ | +1.492.967 $ | +6,7 % | 22.176.326 $ | +1.105.691 $ | +5,2 % |
| Aberdeen Group plc | 24.321.786 $ | +23.214.694 $ | +2.096,9 % | 1.107.092 $ | +608.832 $ | +122,2 % | 498.260 $ | +115.054 $ | +30,0 % | |||
| MidWestOne Financial Group, Inc. | 24.319.540 $ | +19.428.561 $ | +397,2 % | |||||||||
| Chemistry Wealth Management LLC | 24.241.623 $ | +2.648.081 $ | +12,3 % | 21.593.542 $ | +2.896.318 $ | +15,5 % | 18.697.224 $ | +1.315.941 $ | +7,6 % | 17.381.283 $ | +1.059.912 $ | +6,5 % |
| Woodward Financial Advisors, Inc. | 24.240.660 $ | +226.773 $ | +0,9 % | 24.013.887 $ | +1.637.776 $ | +7,3 % | 22.376.111 $ | +684.774 $ | +3,2 % | 21.691.337 $ | +120.062 $ | +0,6 % |
| Coppell Advisory Solutions LLC | 2.917 $ | -24.011.615 $ | -100,0 % | 24.014.532 $ | +1.572.676 $ | +7,0 % | ||||||
| Capital Analysts, LLC | 14.578.000 $ | +2.226.000 $ | +18,0 % | 12.352.000 $ | -11.572.000 $ | -48,4 % | 23.924.000 $ | +2.055.000 $ | +9,4 % | |||
| Moisand Fitzgerald Tamayo, LLC | 23.879.880 $ | +468 $ | +0,0 % | 23.879.412 $ | +3.872.651 $ | +19,4 % | 20.006.761 $ | +445.671 $ | +2,3 % | 19.561.090 $ | +416.651 $ | +2,2 % |
| Waldron Private Wealth LLC | 22.893.433 $ | +150.459 $ | +0,7 % | 22.742.974 $ | -1.031.063 $ | -4,3 % | 23.774.037 $ | -616.855 $ | -2,5 % | |||
| Index Fund Advisors, Inc. | 23.620.641 $ | +4.146.788 $ | +21,3 % | 19.473.853 $ | +1.962.062 $ | +11,2 % | 17.511.791 $ | +1.315.113 $ | +8,1 % | |||
| Badgley Phelps Wealth Managers, LLC | 23.388.346 $ | +1.789.719 $ | +8,3 % | 21.598.627 $ | +1.659.928 $ | +8,3 % | 19.938.699 $ | +338.025 $ | +1,7 % | 19.600.674 $ | -1.142.771 $ | -5,5 % |
| JACOBSON & SCHMITT ADVISORS, LLC | 23.349.053 $ | +414.492 $ | +1,8 % | 22.934.561 $ | +581.674 $ | +2,6 % | 22.352.887 $ | +476.344 $ | +2,2 % | |||
| Wealth Dimensions Group, Ltd. | 23.344.957 $ | +4.018.733 $ | +20,8 % | 19.326.224 $ | +1.616.054 $ | +9,1 % | 17.710.170 $ | +1.367.041 $ | +8,4 % | |||
| Cynosure Group, LLC | 17.984.942 $ | -3.746.523 $ | -17,2 % | 21.731.465 $ | -1.534.143 $ | -6,6 % | 23.265.608 $ | -21.275.070 $ | -47,8 % | |||
| BROWN WEALTH MANAGEMENT, LLC | 23.139.176 $ | +609.686 $ | +2,7 % | 22.529.490 $ | +2.907.996 $ | +14,8 % | 19.621.494 $ | +1.128.598 $ | +6,1 % | 18.492.896 $ | -597.531 $ | -3,1 % |
| Ameliora Wealth Management Ltd. | 22.907.101 $ | -202.900 $ | -0,9 % | 23.110.001 $ | +11.995.471 $ | +107,9 % | 11.114.530 $ | +4.725.794 $ | +74,0 % | |||
| Advisory Alpha, LLC | 22.792.359 $ | +4.776.206 $ | +26,5 % | 18.016.153 $ | +5.914.846 $ | +48,9 % | 12.101.307 $ | +196.692 $ | +1,7 % | |||
| ProVise Management Group, LLC | 22.783.486 $ | +600.923 $ | +2,7 % | 22.182.563 $ | +383.871 $ | +1,8 % | 21.798.692 $ | -173.305 $ | -0,8 % | |||
| Plancorp, LLC | 22.734.880 $ | +16.879.705 $ | +288,3 % | 5.855.175 $ | +480.334 $ | +8,9 % | 5.374.841 $ | +144.821 $ | +2,8 % | |||
| Bernicke Wealth Management, Ltd. | 22.658.315 $ | +1.130.246 $ | +5,3 % | 21.528.069 $ | +140.987 $ | +0,7 % | 21.387.082 $ | |||||
| Newman Dignan & Sheerar, Inc. | 22.610.894 $ | +5.398.623 $ | +31,4 % | 17.212.271 $ | +2.660.544 $ | +18,3 % | 14.551.727 $ | +1.976.389 $ | +15,7 % | 12.575.338 $ | +1.512.536 $ | +13,7 % |
| Colorado Capital Management, Inc. | 22.608.000 $ | +515.000 $ | +2,3 % | 22.093.000 $ | +2.270.000 $ | +11,5 % | 19.823.000 $ | +1.480.000 $ | +8,1 % | 18.343.000 $ | +750.000 $ | +4,3 % |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 22.127.982 $ | -434.889 $ | -1,9 % | 22.562.871 $ | +2.779.048 $ | +14,0 % | 19.783.823 $ | +489.512 $ | +2,5 % | 19.294.311 $ | +1.169.624 $ | +6,5 % |
| Astoria Strategic Wealth, Inc. | 2.718.804 $ | -19.817.887 $ | -87,9 % | 22.536.691 $ | +214.819 $ | +1,0 % | 22.321.872 $ | -934.490 $ | -4,0 % | |||
| McNamara Financial Services, Inc. | 16.984.476 $ | -5.533.508 $ | -24,6 % | 22.517.984 $ | +1.111.840 $ | +5,2 % | 21.406.144 $ | -4.460.015 $ | -17,2 % | |||
| Zhang Financial LLC | 22.487.066 $ | +6.217.868 $ | +38,2 % | 16.269.198 $ | +4.061.997 $ | +33,3 % | 12.207.201 $ | +1.641.097 $ | +15,5 % | |||
| SIMA Wealth Partners, LLC | 22.360.180 $ | +47.004 $ | +0,2 % | 22.313.176 $ | +2.173.557 $ | +10,8 % | 20.139.619 $ | +613.457 $ | +3,1 % | 19.526.162 $ | +1.586.277 $ | +8,8 % |
| Smithfield Trust Co | 22.281.000 $ | +1.976.000 $ | +9,7 % | 20.305.000 $ | +1.901.000 $ | +10,3 % | 18.404.000 $ | +142.000 $ | +0,8 % | |||
| Elwood & Goetz Wealth Advisory Group, LLC | 21.896.381 $ | +1.271.559 $ | +6,2 % | 20.624.822 $ | -1.621.021 $ | -7,3 % | 22.245.843 $ | +21.744.890 $ | +4.340,7 % | |||
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 16.228.286 $ | -984.058 $ | -5,7 % | 17.212.344 $ | +1.323.402 $ | +8,3 % | 15.888.942 $ | -6.328.227 $ | -28,5 % | 22.217.169 $ | +11.965.151 $ | +116,7 % |
| Wescott Financial Advisory Group, LLC | 22.126.509 $ | +3.662.314 $ | +19,8 % | 18.464.195 $ | +910.095 $ | +5,2 % | 17.554.100 $ | +508.347 $ | +3,0 % | |||
| Emprise Bank | 21.350.410 $ | -636.918 $ | -2,9 % | 21.987.328 $ | +1.300.611 $ | +6,3 % | 20.686.717 $ | +93.235 $ | +0,5 % | 20.593.482 $ | +122.138 $ | +0,6 % |
| Procyon Advisors, LLC | 19.753.053 $ | -1.049.578 $ | -5,0 % | 20.802.631 $ | +593.598 $ | +2,9 % | 20.209.033 $ | -1.710.968 $ | -7,8 % | 21.920.001 $ | -1.621.797 $ | -6,9 % |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 21.918.642 $ | +1.285.811 $ | +6,2 % | 20.632.831 $ | +508.325 $ | +2,5 % | 20.124.506 $ | +19.229 $ | +0,1 % | 20.105.277 $ | +840.656 $ | +4,4 % |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | 21.912.597 $ | +760.623 $ | +3,6 % | 21.151.974 $ | +1.450.625 $ | +7,4 % | 19.701.349 $ | +182.186 $ | +0,9 % | |||
| Morton Brown Family Wealth, LLC | 21.827.151 $ | +3.213.167 $ | +17,3 % | 18.613.984 $ | +273.420 $ | +1,5 % | 18.340.564 $ | +1.952.862 $ | +11,9 % | |||
| INDEPENDENT FINANCIAL GROUP, LLC | 21.788.509 $ | +14.087.850 $ | +182,9 % | 7.700.659 $ | +1.363.968 $ | +21,5 % | 6.336.691 $ | -1.819.914 $ | -22,3 % | 8.156.605 $ | +1.148.524 $ | +16,4 % |
| SJS Investment Consulting Inc. | 21.755.633 $ | +5.258.651 $ | +31,9 % | 16.496.982 $ | +1.966.496 $ | +13,5 % | 14.530.486 $ | +1.775.295 $ | +13,9 % | |||
| Roble, Belko & Company, Inc | 21.661.000 $ | +921.000 $ | +4,4 % | 20.740.000 $ | -302.000 $ | -1,4 % | 21.042.000 $ | +360.000 $ | +1,7 % | |||
| Stokes Family Office, LLC | 8.284.206 $ | -7.791.975 $ | -48,5 % | 16.076.181 $ | -5.567.876 $ | -25,7 % | 21.644.057 $ | +3.388.958 $ | +18,6 % | |||
| Addison Advisors LLC | 10.617.787 $ | -11.016.729 $ | -50,9 % | 21.634.516 $ | +1.465.014 $ | +7,3 % | 20.169.502 $ | +1.739.221 $ | +9,4 % | |||
| Northstar Advisory Group, LLC | 21.556.139 $ | +1.657.228 $ | +8,3 % | 19.898.911 $ | +6.015.966 $ | +43,3 % | 13.882.945 $ | +3.275.831 $ | +30,9 % | |||
| Triad Wealth Partners, LLC | 21.497.948 $ | +10.024.006 $ | +87,4 % | 11.473.942 $ | +920.290 $ | +8,7 % | 10.553.652 $ | +3.447.850 $ | +48,5 % | |||
| Whelan Financial | 250.577 $ | -538.262 $ | -68,2 % | 788.839 $ | -20.665.422 $ | -96,3 % | 21.454.261 $ | +175.349 $ | +0,8 % | |||
| Family Investment Center, Inc. | 20.291.858 $ | -629.378 $ | -3,0 % | 20.921.236 $ | -156.558 $ | -0,7 % | 21.077.794 $ | -301.509 $ | -1,4 % | 21.379.303 $ | -234.978 $ | -1,1 % |
| MAYPORT, LLC | 21.369.352 $ | +1.357.321 $ | +6,8 % | 20.012.031 $ | +3.570.364 $ | +21,7 % | 16.441.667 $ | +3.067.240 $ | +22,9 % | |||
| ECLECTIC ASSOCIATES INC /ADV | 20.858.569 $ | -483.736 $ | -2,3 % | 21.342.305 $ | +3.082.936 $ | +16,9 % | 18.259.369 $ | +3.681.939 $ | +25,3 % | 14.577.430 $ | +4.026.450 $ | +38,2 % |
| Avidian Wealth Enterprises, LLC | 18.299.546 $ | -1.885.186 $ | -9,3 % | 20.184.732 $ | -556.612 $ | -2,7 % | 20.741.344 $ | -577.846 $ | -2,7 % | 21.319.190 $ | -794.232 $ | -3,6 % |
| Fairway Wealth LLC | 21.299.209 $ | +580.443 $ | +2,8 % | 20.718.766 $ | -80.986 $ | -0,4 % | 20.799.752 $ | +78.312 $ | +0,4 % | |||
| Secure Asset Management, LLC | 17.633.381 $ | -3.646.736 $ | -17,1 % | 21.280.117 $ | +904.567 $ | +4,4 % | 20.375.550 $ | +3.911.746 $ | +23,8 % | 16.463.804 $ | +748.671 $ | +4,8 % |
| JBGlobal.com LLC | 21.245.583 $ | +1.140.312 $ | +5,7 % | 20.105.271 $ | -43.205 $ | -0,2 % | 20.148.476 $ | +311.570 $ | +1,6 % | 19.836.906 $ | +188.071 $ | +1,0 % |
| AlTi Global, Inc. | 21.226.893 $ | +3.446.582 $ | +19,4 % | 17.780.311 $ | +324.885 $ | +1,9 % | 17.455.426 $ | -9.808.545 $ | -36,0 % | |||
| SWAN Capital LLC | 21.207.344 $ | +2.108.307 $ | +11,0 % | 19.099.037 $ | +6.217.760 $ | +48,3 % | 12.881.277 $ | +1.334.718 $ | +11,6 % | |||
| Goodman Financial Corp | 21.162.552 $ | +7.112.866 $ | +50,6 % | 14.049.686 $ | ||||||||
| Kingdom Financial Group LLC. | 2.831.646 $ | +671.778 $ | +31,1 % | 2.159.868 $ | -18.979.757 $ | -89,8 % | 21.139.625 $ | +14.350.664 $ | +211,4 % | |||
| Sellwood Investment Partners LLC | 19.813.660 $ | +53.387 $ | +0,3 % | 19.760.273 $ | -1.281.616 $ | -6,1 % | 21.041.889 $ | +2.753.801 $ | +15,1 % | |||
| Boulder Wealth Advisors, LLC | 1.557.081 $ | -19.462.939 $ | -92,6 % | 21.020.020 $ | +16.832.803 $ | +402,0 % | 4.187.217 $ | -6.011.581 $ | -58,9 % | |||
| Tortoise Investment Management, LLC | 18.056.482 $ | +1.665.699 $ | +10,2 % | 16.390.783 $ | -4.563.405 $ | -21,8 % | 20.954.188 $ | +284.296 $ | +1,4 % | |||
| Glenview Trust Co | 20.935.964 $ | +3.050.571 $ | +17,1 % | 17.885.393 $ | +4.226.494 $ | +30,9 % | 13.658.899 $ | +840.151 $ | +6,6 % | |||
| Bison Wealth, LLC | 13.626.671 $ | +316.128 $ | +2,4 % | 13.310.543 $ | -1.466.955 $ | -9,9 % | 14.777.498 $ | -6.122.760 $ | -29,3 % | 20.900.258 $ | +10.434.241 $ | +99,7 % |
| NKCFO LLC | 20.893.000 $ | +641.000 $ | +3,2 % | 20.252.000 $ | +2.362.000 $ | +13,2 % | 17.890.000 $ | -423.000 $ | -2,3 % | |||
| COLLECTIVE FAMILY OFFICE LLC | 20.882.151 $ | +274.829 $ | +1,3 % | 20.607.322 $ | +3.543.905 $ | +20,8 % | 17.063.417 $ | +943.661 $ | +5,9 % | 16.119.756 $ | -547.029 $ | -3,3 % |
| YHB Investment Advisors, Inc. | 20.834.998 $ | +2.847.821 $ | +15,8 % | 17.987.177 $ | +5.472.100 $ | +43,7 % | 12.515.077 $ | +2.383.469 $ | +23,5 % | 10.131.608 $ | +812.132 $ | +8,7 % |
| Brickley Wealth Management | 20.827.669 $ | +423.743 $ | +2,1 % | 20.403.926 $ | +374.456 $ | +1,9 % | 20.029.470 $ | -196.354 $ | -1,0 % | |||
| EQUITABLE TRUST CO | 20.720.765 $ | +5.594.505 $ | +37,0 % | 15.126.260 $ | +4.308.151 $ | +39,8 % | 10.818.109 $ | +252.685 $ | +2,4 % | 10.565.424 $ | +578.390 $ | +5,8 % |
| Elevate Capital Advisors, LLC | 20.716.638 $ | +2.529.354 $ | +13,9 % | 18.187.284 $ | +5.491.801 $ | +43,3 % | 12.695.483 $ | |||||
| MAINSAIL ASSET MANAGEMENT, LLC | 1.622.903 $ | -12.090.866 $ | -88,2 % | 13.713.769 $ | -6.955.508 $ | -33,7 % | 20.669.277 $ | +1.311.188 $ | +6,8 % | |||
| Waterway Wealth Management, LLC | 16.772.155 $ | -1.882.606 $ | -10,1 % | 18.654.761 $ | -1.935.801 $ | -9,4 % | 20.590.562 $ | -605.825 $ | -2,9 % | |||
| Morningstar Investment Management LLC | 19.168.531 $ | +0 $ | +0,0 % | 19.168.531 $ | -1.295.469 $ | -6,3 % | 20.464.000 $ | +127.000 $ | +0,6 % | |||
| Arkadios Wealth Advisors | 14.305.962 $ | -6.145.388 $ | -30,0 % | 20.451.350 $ | +11.319.901 $ | +124,0 % | 9.131.449 $ | -51.844 $ | -0,6 % | |||
| Carnegie Investment Counsel | 20.392.194 $ | +856.407 $ | +4,4 % | 19.535.787 $ | +715.665 $ | +3,8 % | 18.820.122 $ | +388.008 $ | +2,1 % | 18.432.114 $ | +3.320.832 $ | +22,0 % |
| EXENCIAL WEALTH ADVISORS, LLC | 20.386.708 $ | +459.593 $ | +2,3 % | 19.927.115 $ | +381.518 $ | +2,0 % | ||||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 20.337.320 $ | +2.982.111 $ | +17,2 % | 17.355.209 $ | -202.483 $ | -1,2 % | 17.557.692 $ | +2.308.811 $ | +15,1 % | |||
| Stairway Partners, LLC | 19.062.911 $ | -1.249.826 $ | -6,2 % | 20.312.737 $ | +1.913.545 $ | +10,4 % | 18.399.192 $ | -149.261 $ | -0,8 % | 18.548.453 $ | +2.552.271 $ | +16,0 % |
| AMERICAN CENTURY COMPANIES INC | 8.146.834 $ | -12.074.741 $ | -59,7 % | 20.221.575 $ | +10.731.629 $ | +113,1 % | 9.489.946 $ | +54.932 $ | +0,6 % | |||
| STRATEGIC PLANNING GROUP, LLC | 20.110.344 $ | |||||||||||
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 16.766.862 $ | +563.206 $ | +3,5 % | 16.203.656 $ | +692.513 $ | +4,5 % | 15.511.143 $ | -4.569.829 $ | -22,8 % | 20.080.972 $ | -103.787 $ | -0,5 % |
| VICUS CAPITAL | 20.028.173 $ | +530.503 $ | +2,7 % | 19.497.670 $ | +593.704 $ | +3,1 % | 18.903.966 $ | +495.136 $ | +2,7 % | |||
| Plum Street Advisors, LLC | 20.012.421 $ | +2.254.710 $ | +12,7 % | 17.757.711 $ | +1.022.956 $ | +6,1 % | 16.734.755 $ | +2.846.212 $ | +20,5 % | |||
| PFG Advisors | 10.054.566 $ | -851.337 $ | -7,8 % | 10.905.903 $ | -7.905.097 $ | -42,0 % | 18.811.000 $ | -966.058 $ | -4,9 % | 19.777.058 $ | -6.063.950 $ | -23,5 % |
| GSA CAPITAL PARTNERS LLP | 16.406.000 $ | -3.357.000 $ | -17,0 % | 19.763.000 $ | ||||||||
| Portland Global Advisors LLC | 19.612.128 $ | +256.578 $ | +1,3 % | 19.355.550 $ | +562.803 $ | +3,0 % | 18.792.747 $ | +270.394 $ | +1,5 % | |||
| Cardinal Strategic Wealth Guidance | 8.608.847 $ | -10.226.516 $ | -54,3 % | 18.835.363 $ | -694.968 $ | -3,6 % | 19.530.331 $ | -2.716.069 $ | -12,2 % | |||
| KWMG, LLC | 19.133.236 $ | -347.441 $ | -1,8 % | 19.480.677 $ | +1.119.434 $ | +6,1 % | 18.361.243 $ | +476.637 $ | +2,7 % | 17.884.606 $ | +395.201 $ | +2,3 % |
| Revolve Wealth Partners, LLC | 19.474.987 $ | +5.003.022 $ | +34,6 % | 14.471.965 $ | -2.154.080 $ | -13,0 % | 16.626.045 $ | +1.483.673 $ | +9,8 % | |||
| Summit Wealth Group, LLC | 19.467.621 $ | +1.010.958 $ | +5,5 % | 18.456.663 $ | -466.328 $ | -2,5 % | 18.922.991 $ | +689.450 $ | +3,8 % | |||
| Sterling Wealth Management, Inc. | 19.457.421 $ | +2.929.473 $ | +17,7 % | 16.527.948 $ | +834.615 $ | +5,3 % | 15.693.333 $ | +1.425.664 $ | +10,0 % | |||
| Freedom Investment Management, Inc. | 19.452.744 $ | +1.775.946 $ | +10,0 % | 17.676.798 $ | -207.636 $ | -1,2 % | 17.884.434 $ | -1.948.157 $ | -9,8 % | |||
| Amtrust Financial Services, Inc. | 18.842.394 $ | -434.004 $ | -2,3 % | 19.276.398 $ | -55.170 $ | -0,3 % | 19.331.568 $ | -117.696 $ | -0,6 % | 19.449.264 $ | -55.170 $ | -0,3 % |
| Ashton Thomas Private Wealth, LLC | 19.386.952 $ | +1.082.861 $ | +5,9 % | 18.304.091 $ | +6.642.629 $ | +57,0 % | 11.661.462 $ | +1.489.402 $ | +14,6 % | |||
| Callan Family Office, LLC | 19.379.569 $ | +3.477.260 $ | +21,9 % | 15.902.309 $ | +2.324.370 $ | +17,1 % | 13.577.939 $ | +6.399.974 $ | +89,2 % | |||
| Nova R Wealth, Inc. | 19.364.910 $ | +1.107.253 $ | +6,1 % | 18.257.657 $ | +1.472.521 $ | +8,8 % | 16.785.136 $ | +2.148.413 $ | +14,7 % | |||
| Stonehage Fleming Financial Services Holdings Ltd | 19.202.366 $ | +981.182 $ | +5,4 % | 18.221.184 $ | +3.213.061 $ | +21,4 % | 15.008.123 $ | -763.880 $ | -4,8 % | |||
| Altura Wealth Advisors Inc. | 15.234.335 $ | -3.954.334 $ | -20,6 % | 19.188.669 $ | +2.605.512 $ | +15,7 % | 16.583.157 $ | +269.170 $ | +1,6 % | 16.313.987 $ | +2.351.314 $ | +16,8 % |
| ATWOOD & PALMER INC | 18.780.009 $ | -407.195 $ | -2,1 % | 19.187.204 $ | +244.339 $ | +1,3 % | 18.942.865 $ | +324.688 $ | +1,7 % | 18.618.177 $ | +387.271 $ | +2,1 % |
| SEVEN MILE ADVISORY | 8.233.063 $ | -128.191 $ | -1,5 % | 8.361.254 $ | +1.605.817 $ | +23,8 % | 6.755.437 $ | -12.402.876 $ | -64,7 % | 19.158.313 $ | -622.252 $ | -3,1 % |
| Mascoma Wealth Management LLC | 19.156.203 $ | +2.496.862 $ | +15,0 % | 16.659.341 $ | +2.955.057 $ | +21,6 % | 13.704.284 $ | +530.174 $ | +4,0 % | |||
| Regal Investment Advisors LLC | 19.095.882 $ | +212.779 $ | +1,1 % | 18.883.103 $ | +287.701 $ | +1,5 % | 18.595.402 $ | -830.475 $ | -4,3 % | |||
| NewEdge Wealth, LLC | 19.085.775 $ | +375.359 $ | +2,0 % | 18.710.416 $ | +5.791.487 $ | +44,8 % | 12.918.929 $ | -3.678.854 $ | -22,2 % | |||
| Asset Management One Co., Ltd. | 19.036.559 $ | +1.949.813 $ | +11,4 % | 17.086.746 $ | +746.794 $ | +4,6 % | 16.339.952 $ | +564.302 $ | +3,6 % | |||
| SCS Capital Management LLC | 15.309.440 $ | -1.403.183 $ | -8,4 % | 16.712.623 $ | -2.119.685 $ | -11,3 % | 18.832.308 $ | -175.123 $ | -0,9 % | |||
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 18.819.745 $ | +3.909.725 $ | +26,2 % | 14.910.020 $ | -2.216.071 $ | -12,9 % | 17.126.091 $ | +551.433 $ | +3,3 % | |||
| TWIN FOCUS CAPITAL PARTNERS, LLC | 18.810.351 $ | +1.304.325 $ | +7,5 % | 17.506.026 $ | -692.413 $ | -3,8 % | 18.198.439 $ | +1.260.440 $ | +7,4 % | |||
| Chico Wealth RIA | 18.762.027 $ | +2.979.505 $ | +18,9 % | 15.782.522 $ | +1.412.798 $ | +9,8 % | 14.369.724 $ | +1.564.754 $ | +12,2 % | |||
| RTD Financial Advisors, Inc. | 15.726.971 $ | -2.120.990 $ | -11,9 % | 17.847.961 $ | -139.944 $ | -0,8 % | 17.987.905 $ | -761.103 $ | -4,1 % | 18.749.008 $ | -1.402.832 $ | -7,0 % |
| Whitegate Investment Counselors, Inc. | 17.949.804 $ | -385.878 $ | -2,1 % | 18.335.682 $ | -401.917 $ | -2,1 % | 18.737.599 $ | +2.180.937 $ | +13,2 % | |||
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 7.190.652 $ | -11.529.078 $ | -61,6 % | 18.719.730 $ | +9.693.114 $ | +107,4 % | 9.026.616 $ | |||||
| Summit Wealth Partners, LLC | 16.717.850 $ | -1.968.222 $ | -10,5 % | 18.686.072 $ | +476.868 $ | +2,6 % | 18.209.204 $ | +965.888 $ | +5,6 % | |||
| ALBION FINANCIAL GROUP /UT | 16.333.162 $ | -2.273.400 $ | -12,2 % | 18.606.562 $ | +576.941 $ | +3,2 % | 18.029.621 $ | +222.703 $ | +1,3 % | 17.806.918 $ | +19.558 $ | +0,1 % |
| Meridian Wealth Partners, LLC | 16.444.014 $ | -1.773.237 $ | -9,7 % | 18.217.251 $ | -302.604 $ | -1,6 % | 18.519.855 $ | -2.788.262 $ | -13,1 % | |||
| Caldwell Trust Co | 18.494.854 $ | +194.938 $ | +1,1 % | 18.299.916 $ | +784.371 $ | +4,5 % | 17.515.545 $ | +1.312.054 $ | +8,1 % | |||
| Heritage Wealth Management, Inc./Texas | 18.454.519 $ | +1.004.331 $ | +5,8 % | 17.450.188 $ | +837.566 $ | +5,0 % | 16.612.622 $ | -2.695.394 $ | -14,0 % | |||
| Gemmer Asset Management LLC | 18.013.604 $ | -285.365 $ | -1,6 % | 18.298.969 $ | +247.372 $ | +1,4 % | 18.051.597 $ | +13.887.093 $ | +333,5 % | 4.164.504 $ | +48.637 $ | +1,2 % |
| FIDELIS iM, LLC | 18.292.764 $ | +6.653.303 $ | +57,2 % | 11.639.461 $ | +639.086 $ | +5,8 % | 11.000.375 $ | +1.491.596 $ | +15,7 % | 9.508.779 $ | +9.506.949 $ | +519.505,4 % |
| IMA Advisory Services, Inc. | 18.281.834 $ | +18.167.617 $ | +15.906,2 % | 114.217 $ | -1.033 $ | -0,9 % | 115.250 $ | +15.575 $ | +15,6 % | |||
| Onyx Bridge Wealth Group LLC | 18.157.763 $ | +17.841.492 $ | +5.641,2 % | 316.271 $ | -44.821 $ | -12,4 % | 361.092 $ | -27.933 $ | -7,2 % | 389.025 $ | ||
| BOSTON FAMILY OFFICE LLC | 18.112.000 $ | +1.540.000 $ | +9,3 % | 16.572.000 $ | +1.026.000 $ | +6,6 % | 15.546.000 $ | +752.000 $ | +5,1 % | |||
| Envision Financial Planning, LLC | 18.091.248 $ | +2.357.482 $ | +15,0 % | 15.733.766 $ | +664.028 $ | +4,4 % | 15.069.738 $ | +53.582 $ | +0,4 % | |||
| First Bancorp, Inc /ME/ | 17.999.449 $ | +2.945.518 $ | +19,6 % | 15.053.931 $ | -225.094 $ | -1,5 % | 15.279.025 $ | +592.534 $ | +4,0 % | |||
| PRICE T ROWE ASSOCIATES INC /MD/ | 17.980.000 $ | +8.918.000 $ | +98,4 % | 9.062.000 $ | +2.917.000 $ | +47,5 % | 6.145.000 $ | +3.393.000 $ | +123,3 % | |||
| RMR Wealth Builders | 17.813.520 $ | -77.561 $ | -0,4 % | 17.891.081 $ | +1.336.166 $ | +8,1 % | 16.554.915 $ | +722.147 $ | +4,6 % | 15.832.768 $ | -3.958.353 $ | -20,0 % |
| Strategic Advocates LLC | 728.237 $ | -6.867 $ | -0,9 % | 735.104 $ | -17.115.724 $ | -95,9 % | 17.850.828 $ | -12.825 $ | -0,1 % | |||
| ALKEME WEALTH, LLC | 17.836.763 $ | +478.061 $ | +2,8 % | 17.358.702 $ | +3.132.981 $ | +22,0 % | 14.225.721 $ | +26.625 $ | +0,2 % | 14.199.096 $ | +2.383.212 $ | +20,2 % |
| Apollon Wealth Management, LLC | 17.830.897 $ | +6.419.985 $ | +56,3 % | 11.410.912 $ | +4.624.759 $ | +68,1 % | 6.786.153 $ | -611.941 $ | -8,3 % | |||
| Avondale Wealth Management | 17.066.801 $ | -761.907 $ | -4,3 % | 17.828.708 $ | +3.679.200 $ | +26,0 % | 14.149.508 $ | +1.594.822 $ | +12,7 % | 12.554.686 $ | +692.617 $ | +5,8 % |
| Hirtle & Co., LLC | 13.581.355 $ | +1.169.259 $ | +9,4 % | 12.412.096 $ | -5.363.960 $ | -30,2 % | 17.776.056 $ | +5.324.306 $ | +42,8 % | |||
| Goelzer Investment Management, Inc. | 14.105.233 $ | -1.148.098 $ | -7,5 % | 15.253.331 $ | -156.521 $ | -1,0 % | 15.409.852 $ | -2.362.811 $ | -13,3 % | 17.772.663 $ | -2.529.818 $ | -12,5 % |
| Jacobi Capital Management LLC | 17.768.142 $ | +3.368.045 $ | +23,4 % | 14.400.097 $ | +2.058.306 $ | +16,7 % | 12.341.791 $ | +3.029.963 $ | +32,5 % | |||
| Ensign Peak Advisors, Inc | 17.732.200 $ | +1.964.200 $ | +12,5 % | 15.768.000 $ | -96.000 $ | -0,6 % | 15.864.000 $ | -45.000 $ | -0,3 % | |||
| Affinity Capital Advisors, LLC | 16.593.978 $ | -1.097.475 $ | -6,2 % | 17.691.453 $ | +255.252 $ | +1,5 % | 17.436.201 $ | +1.138.966 $ | +7,0 % | 16.297.235 $ | +881.009 $ | +5,7 % |
| SC&H Financial Advisors, Inc. | 17.341.739 $ | -291.052 $ | -1,7 % | 17.632.791 $ | +3.368.814 $ | +23,6 % | 14.263.977 $ | +1.023.992 $ | +7,7 % | 13.239.985 $ | +689.270 $ | +5,5 % |
| Northeast Financial Group, Inc. | 13.754.633 $ | -3.874.288 $ | -22,0 % | 17.628.921 $ | +1.432.671 $ | +8,8 % | ||||||
| North Dakota State Investment Board | 15.580.340 $ | -2.044.973 $ | -11,6 % | 17.625.313 $ | ||||||||
| Tidal Investments LLC | 17.595.614 $ | +3.833.562 $ | +27,9 % | 13.762.052 $ | +123.434 $ | +0,9 % | 13.638.618 $ | +7.272.851 $ | +114,2 % | |||
| DAVIDSON INVESTMENT ADVISORS | 16.806.903 $ | -563.929 $ | -3,2 % | 17.370.832 $ | -218.878 $ | -1,2 % | 17.589.710 $ | +637.112 $ | +3,8 % | 16.952.598 $ | -3.144.479 $ | -15,6 % |
| FARMERS & MERCHANTS INVESTMENTS INC | 15.983.061 $ | -943.420 $ | -5,6 % | 16.926.481 $ | -650.689 $ | -3,7 % | 17.577.170 $ | +1.602.451 $ | +10,0 % | 15.974.719 $ | +495.360 $ | +3,2 % |
| Heck Capital Advisors, LLC | 17.541.014 $ | +4.995.092 $ | +39,8 % | 12.545.922 $ | +2.403.402 $ | +23,7 % | 10.142.520 $ | -3.557.020 $ | -26,0 % | 13.699.540 $ | +1.392.321 $ | +11,3 % |
| XY Planning Network, Inc. | 17.451.654 $ | +1.527.196 $ | +9,6 % | 15.924.458 $ | +4.748.162 $ | +42,5 % | 11.176.296 $ | +1.119.695 $ | +11,1 % | 10.056.601 $ | +3.472.870 $ | +52,7 % |
| ABLE Financial Group, LLC | 17.442.853 $ | +1.118.981 $ | +6,9 % | 16.323.872 $ | +897.408 $ | +5,8 % | 15.426.464 $ | +1.418.906 $ | +10,1 % | 14.007.558 $ | +634.782 $ | +4,7 % |
| FLAGSHIP HARBOR ADVISORS, LLC | 17.403.026 $ | +4.828.845 $ | +38,4 % | 12.574.181 $ | +1.168.868 $ | +10,2 % | 11.405.313 $ | -1.041.244 $ | -8,4 % | |||
| Cypress Capital, LLC | 17.382.634 $ | +15.450.236 $ | +799,5 % | 1.932.398 $ | -20.797 $ | -1,1 % | 1.953.195 $ | -12.741 $ | -0,6 % | 1.965.936 $ | -1.141 $ | -0,1 % |
| Crusonia Wealth Advisors LLC | 17.218.918 $ | +3.485.018 $ | +25,4 % | 13.733.900 $ | +2.071.876 $ | +17,8 % | 11.662.024 $ | |||||
| TCP Asset Management, LLC | 17.211.623 $ | +567.826 $ | +3,4 % | 16.643.797 $ | +2.002.080 $ | +13,7 % | 14.641.717 $ | +151.324 $ | +1,0 % | 14.490.393 $ | +714.052 $ | +5,2 % |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 9.922.913 $ | -616.981 $ | -5,9 % | 10.539.894 $ | -2.434.211 $ | -18,8 % | 12.974.105 $ | -4.194.665 $ | -24,4 % | 17.168.770 $ | +1.202.005 $ | +7,5 % |
| Compass Financial Group, Inc. | 17.166.110 $ | +6.186.129 $ | +56,3 % | 10.979.981 $ | +207.754 $ | +1,9 % | 10.772.227 $ | +267.052 $ | +2,5 % | |||
| SIGNET FINANCIAL MANAGEMENT, LLC | 17.156.562 $ | +357.800 $ | +2,1 % | 16.798.762 $ | -51.534 $ | -0,3 % | ||||||
| Rehmann Capital Advisory Group | 17.118.158 $ | +830.350 $ | +5,1 % | 16.287.808 $ | +873.887 $ | +5,7 % | 15.413.921 $ | +688.592 $ | +4,7 % | |||
| Brio Consultants, LLC | 17.102.360 $ | +1.402.457 $ | +8,9 % | 15.699.903 $ | -375.566 $ | -2,3 % | 16.075.469 $ | +748.255 $ | +4,9 % | |||
| ROTHSCHILD INVESTMENT LLC | 17.046.321 $ | +4.257.471 $ | +33,3 % | 12.788.850 $ | +1.313.621 $ | +11,4 % | 11.475.229 $ | +1.383.099 $ | +13,7 % | |||
| Johns Hopkins University | 16.871.041 $ | -48.286 $ | -0,3 % | 16.919.327 $ | -103.009 $ | -0,6 % | 17.022.336 $ | -48.286 $ | -0,3 % | |||
| Privatperson | 17.016.767 $ | +806.783 $ | +5,0 % | 16.209.984 $ | -212.090 $ | -1,3 % | 16.422.074 $ | +113.179 $ | +0,7 % | 16.308.895 $ | +654.972 $ | +4,2 % |
| AWM CAPITAL, LLC | 15.625.332 $ | -1.356.726 $ | -8,0 % | 16.982.058 $ | +2.695.380 $ | +18,9 % | 14.286.678 $ | +411.115 $ | +3,0 % | 13.875.563 $ | -169.469 $ | -1,2 % |
| DiNuzzo Private Wealth, Inc. | 16.552.740 $ | -412.987 $ | -2,4 % | 16.965.727 $ | +2.549.323 $ | +17,7 % | 14.416.404 $ | +256.591 $ | +1,8 % | 14.159.813 $ | +399.539 $ | +2,9 % |
| Cannon Financial Strategists, Inc. | 15.373.604 $ | +449.806 $ | +3,0 % | 14.923.798 $ | -2.031.715 $ | -12,0 % | 16.955.513 $ | +933.380 $ | +5,8 % | 16.022.133 $ | +2.145.991 $ | +15,5 % |
| 55 North Private Wealth, LLC | 16.918.790 $ | +656.825 $ | +4,0 % | 16.261.965 $ | +1.316.145 $ | +8,8 % | 14.945.820 $ | +1.106.540 $ | +8,0 % | 13.839.280 $ | ||
| Parkwoods Wealth Partners, LLC | 16.887.500 $ | +5.619.351 $ | +49,9 % | 11.268.149 $ | +3.061.272 $ | +37,3 % | 8.206.877 $ | +1.516.595 $ | +22,7 % | |||
| WEALTH ALLIANCE, LLC | 3.908.287 $ | +61.460 $ | +1,6 % | 3.846.827 $ | -12.991.885 $ | -77,2 % | 16.838.712 $ | +13.079.673 $ | +348,0 % | |||
| VALLEY WEALTH MANAGERS, INC. | 16.744.110 $ | +16.666.434 $ | +21.456,3 % | 77.676 $ | +7.411 $ | +10,5 % | 70.265 $ | +1.658 $ | +2,4 % | 68.607 $ | +7.369 $ | +12,0 % |
| Belpointe Asset Management LLC | 16.723.127 $ | +3.163.842 $ | +23,3 % | 13.559.285 $ | +4.261.577 $ | +45,8 % | 9.297.708 $ | -1.495.291 $ | -13,9 % | |||
| Bernardo Wealth Planning LLC | 16.696.017 $ | +680.597 $ | +4,2 % | 16.015.420 $ | +329.185 $ | +2,1 % | 15.686.235 $ | +703.709 $ | +4,7 % | |||
| Oak Harvest Investment Services | 16.641.659 $ | +339.755 $ | +2,1 % | 16.301.904 $ | +615.754 $ | +3,9 % | 15.686.150 $ | +849.468 $ | +5,7 % | 14.836.682 $ | +905.248 $ | +6,5 % |
| FORTE ASSET MANAGEMENT LLC | 5.605.536 $ | -2.395.972 $ | -29,9 % | 8.001.508 $ | -8.579.859 $ | -51,7 % | 16.581.367 $ | +9.701.398 $ | +141,0 % | 6.879.969 $ | -475.090 $ | -6,5 % |
| Guild Investment Management, Inc. | 8.303.270 $ | -8.274.636 $ | -49,9 % | 16.577.906 $ | +8.439.016 $ | +103,7 % | 8.138.890 $ | +5.435.501 $ | +201,1 % | |||
| Factor Wealth Management LTD | 12.774.543 $ | -3.212.809 $ | -20,1 % | 15.987.352 $ | -576.279 $ | -3,5 % | 16.563.631 $ | +4.050.033 $ | +32,4 % | 12.513.598 $ | +1.927.231 $ | +18,2 % |
| ARQ WEALTH ADVISORS, LLC | 16.485.721 $ | +6.289.965 $ | +61,7 % | 10.195.756 $ | +642.859 $ | +6,7 % | 9.552.897 $ | +1.171.337 $ | +14,0 % | |||
| Gradient Capital Advisors, LLC | 16.483.434 $ | +509.691 $ | +3,2 % | 15.973.743 $ | +885.573 $ | +5,9 % | 15.088.170 $ | +414.947 $ | +2,8 % | 14.673.223 $ | -161.973 $ | -1,1 % |
| FUKOKU MUTUAL LIFE INSURANCE CO | 16.465.860 $ | +224.910 $ | +1,4 % | 16.240.950 $ | -146.880 $ | -0,9 % | 16.387.830 $ | +94.860 $ | +0,6 % | |||
| STAGE HARBOR FINANCIAL, LLC | 16.368.169 $ | +154.908 $ | +1,0 % | 16.213.261 $ | +65.337 $ | +0,4 % | 16.147.924 $ | -41.816 $ | -0,3 % | |||
| Kroeger Financial Partners | 16.359.255 $ | +3.011.473 $ | +22,6 % | 13.347.782 $ | ||||||||
| UNIVEST FINANCIAL Corp | 16.285.804 $ | +770.407 $ | +5,0 % | 15.515.397 $ | +579.567 $ | +3,9 % | 14.935.830 $ | +60.787 $ | +0,4 % | |||
| TD Capital Management LLC | 14.514.436 $ | -1.167.981 $ | -7,4 % | 15.682.417 $ | -567.561 $ | -3,5 % | 16.249.978 $ | -784.490 $ | -4,6 % | |||
| FULTON BANK, N.A. | 16.178.585 $ | +2.542.262 $ | +18,6 % | 13.636.323 $ | +4.738.584 $ | +53,3 % | 8.897.739 $ | +6.924.375 $ | +350,9 % | 1.973.364 $ | -912.896 $ | -31,6 % |
| LifeWealth Investments, LLC | 3.420.418 $ | -7.858.685 $ | -69,7 % | 11.279.103 $ | -7.372 $ | -0,1 % | 11.286.475 $ | -4.807.864 $ | -29,9 % | 16.094.339 $ | +2.722.392 $ | +20,4 % |
| MYECFO, LLC | 14.302.675 $ | -798.472 $ | -5,3 % | 15.101.147 $ | -990.517 $ | -6,2 % | 16.091.664 $ | +370.518 $ | +2,4 % | 15.721.146 $ | +1.073.240 $ | +7,3 % |
| Valeo Financial Advisors, LLC | 11.304.206 $ | -4.672.875 $ | -29,2 % | 15.977.081 $ | +1.132.919 $ | +7,6 % | 14.844.162 $ | +2.019.991 $ | +15,8 % | 12.824.171 $ | +6.492.922 $ | +102,6 % |
| Boothe Investment Group, Inc. | 15.887.330 $ | +963.384 $ | +6,5 % | 14.923.946 $ | +784.864 $ | +5,6 % | 14.139.082 $ | +538.629 $ | +4,0 % | 13.600.453 $ | +465.224 $ | +3,5 % |
| Bryant Woods Investment Advisors, LLC | 15.846.156 $ | +4.423.054 $ | +38,7 % | 11.423.102 $ | +1.804.433 $ | +18,8 % | 9.618.669 $ | +1.164.973 $ | +13,8 % | |||
| CAPITAL INSIGHT PARTNERS, LLC | 15.826.503 $ | -2.305.424 $ | -12,7 % | |||||||||
| Red Door Wealth Management, LLC | 15.819.183 $ | +6.679.819 $ | +73,1 % | 9.139.364 $ | +8.181.766 $ | +854,4 % | 957.598 $ | +672.668 $ | +236,1 % | |||
| Edgemoor Investment Advisors, Inc. | 15.782.798 $ | +359.066 $ | +2,3 % | 15.423.732 $ | -27.090 $ | -0,2 % | 15.450.822 $ | -471.583 $ | -3,0 % | |||
| ATMOS ADVISORY, LLC | 15.578.130 $ | -187.761 $ | -1,2 % | 15.765.891 $ | +392.829 $ | +2,6 % | 15.373.062 $ | +1.417.923 $ | +10,2 % | 13.955.139 $ | +313.999 $ | +2,3 % |
| Keyes, Stange & Wooten Wealth Management, LLC | 15.711.696 $ | +2.128.689 $ | +15,7 % | 13.583.007 $ | +909.629 $ | +7,2 % | 12.673.378 $ | +139.825 $ | +1,1 % | |||
| Towercrest Capital Management | 15.598.120 $ | +742.109 $ | +5,0 % | 14.856.011 $ | +471.566 $ | +3,3 % | 14.384.445 $ | +572.479 $ | +4,1 % | |||
| Rothschild Wealth LLC | 15.535.420 $ | +2.957.816 $ | +23,5 % | 12.577.604 $ | +2.219.381 $ | +21,4 % | 10.358.223 $ | |||||
| Shore Point Advisors, LLC | 15.475.856 $ | +676.211 $ | +4,6 % | 14.799.645 $ | +1.533.385 $ | +11,6 % | 13.266.260 $ | +121.447 $ | +0,9 % | 13.144.813 $ | -280.992 $ | -2,1 % |
| Essential Planning, LLC. | 14.688.841 $ | -727.114 $ | -4,7 % | 15.415.955 $ | +1.401.170 $ | +10,0 % | 14.014.785 $ | +358.894 $ | +2,6 % | 13.655.891 $ | -332.906 $ | -2,4 % |
| FLOW TRADERS U.S. LLC | 4.125.000 $ | -11.242.000 $ | -73,2 % | 15.367.000 $ | +9.719.000 $ | +172,1 % | 5.648.000 $ | -11.072.000 $ | -66,2 % | |||
| Roof Eidam Maycock Peralta, LLC | 15.349.816 $ | +8.429.360 $ | +121,8 % | 6.920.456 $ | -184.972 $ | -2,6 % | 7.105.428 $ | +261.493 $ | +3,8 % | 6.843.935 $ | +442.684 $ | +6,9 % |
| Twelve Points Wealth Management LLC | 15.301.238 $ | +1.857.467 $ | +13,8 % | 13.443.771 $ | +1.281.246 $ | +10,5 % | 12.162.525 $ | +215.557 $ | +1,8 % | |||
| Mitsubishi UFJ Trust & Banking Corp | 15.209.382 $ | +557.231 $ | +3,8 % | 14.652.151 $ | -89.207 $ | -0,6 % | 14.741.358 $ | -41.815 $ | -0,3 % | |||
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 6.150.317 $ | +2.911.170 $ | +89,9 % | 3.239.147 $ | -11.954.397 $ | -78,7 % | 15.193.544 $ | +5.442.938 $ | +55,8 % | 9.750.606 $ | +939.970 $ | +10,7 % |
| Single Point Partners, LLC | 15.167.126 $ | +1.386.329 $ | +10,1 % | 13.780.797 $ | +2.897 $ | +0,0 % | 13.777.900 $ | -96.192 $ | -0,7 % | 13.874.092 $ | +791.992 $ | +6,1 % |
| Landing Point Financial Group, LLC | 2.786.197 $ | -12.355.745 $ | -81,6 % | 15.141.942 $ | -16.143 $ | -0,1 % | 15.158.085 $ | +253.874 $ | +1,7 % | |||
| KINTRA WEALTH, LLC | 15.120.354 $ | +11.121.474 $ | +278,1 % | 3.998.880 $ | +518.819 $ | +14,9 % | 3.480.061 $ | -186.400 $ | -5,1 % | |||
| NATIONAL BANK OF CANADA /FI/ | 7.961.306 $ | -7.125.618 $ | -47,2 % | 15.086.924 $ | +8.802.075 $ | +140,1 % | 6.284.849 $ | +1.415.646 $ | +29,1 % | |||
| Veery Capital, LLC | 13.803.584 $ | -1.218.243 $ | -8,1 % | 15.021.827 $ | +875.452 $ | +6,2 % | 14.146.375 $ | -407.799 $ | -2,8 % | 14.554.174 $ | +484.416 $ | +3,4 % |
| FIDUCIARY FINANCIAL ADVISORS | 15.009.810 $ | +12.419.442 $ | +479,4 % | 2.590.368 $ | ||||||||
| Edgestream Partners, L.P. | 14.979.543 $ | +9.822.782 $ | +190,5 % | 5.156.761 $ | -3.835.500 $ | -42,7 % | 8.992.261 $ | -2.935.450 $ | -24,6 % | |||
| Security Financial Services, INC. | 11.460.781 $ | +947.628 $ | +9,0 % | 10.513.153 $ | -4.448.921 $ | -29,7 % | 14.962.074 $ | +878.061 $ | +6,2 % | |||
| Brooklyn FI, LLC | 14.030.310 $ | -45.499 $ | -0,3 % | 14.075.809 $ | -872.891 $ | -5,8 % | 14.948.700 $ | +137.964 $ | +0,9 % | |||
| Auxano Advisors, LLC | 12.099.370 $ | -831.006 $ | -6,4 % | 12.930.376 $ | -2.008.222 $ | -13,4 % | 14.938.598 $ | -6.492 $ | -0,0 % | |||
| Vawter Financial, Ltd. | 14.933.190 $ | +1.590.307 $ | +11,9 % | 13.342.883 $ | +37.476 $ | +0,3 % | 13.305.407 $ | +155.928 $ | +1,2 % | |||
| SOL Capital Management CO | 14.927.000 $ | -1.108.000 $ | -6,9 % | |||||||||
| Wealthquest Corp | 9.133.179 $ | -5.744.508 $ | -38,6 % | 14.877.687 $ | +7.652.326 $ | +105,9 % | 7.225.361 $ | -4.706.123 $ | -39,4 % | |||
| Elm Partners Management LLC | 11.131.467 $ | -3.743.437 $ | -25,2 % | 14.874.904 $ | +939.077 $ | +6,7 % | 13.935.827 $ | +8.595.154 $ | +160,9 % | |||
| Principle Wealth Partners LLC | 14.866.485 $ | +3.460.934 $ | +30,3 % | 11.405.551 $ | +47.458 $ | +0,4 % | 11.358.093 $ | +127.960 $ | +1,1 % | |||
| GERMAN AMERICAN BANCORP, INC. | 14.438.083 $ | +300.602 $ | +2,1 % | 14.137.481 $ | -721.032 $ | -4,9 % | 14.858.513 $ | +72.058 $ | +0,5 % | |||
| Financial Connections Group, Inc. | 14.364.000 $ | -478.000 $ | -3,2 % | 14.842.000 $ | -27.000 $ | -0,2 % | ||||||
| Forum Private Client Group LLC | 14.828.320 $ | +2.996.497 $ | +25,3 % | 11.831.823 $ | +1.040.474 $ | +9,6 % | 10.791.349 $ | +749.415 $ | +7,5 % | |||
| Waterloo Capital, L.P. | 14.653.533 $ | +11.403 $ | +0,1 % | 14.642.130 $ | -180.268 $ | -1,2 % | 14.822.398 $ | +388.597 $ | +2,7 % | |||
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 14.809.896 $ | +1.646.213 $ | +12,5 % | 13.163.683 $ | +2.966.187 $ | +29,1 % | 10.197.496 $ | +3.716.283 $ | +57,3 % | |||
| Bay Capital Advisors, LLC | 14.802.320 $ | +2.375.497 $ | +19,1 % | 12.426.823 $ | +200.011 $ | +1,6 % | 12.226.812 $ | +1.727.993 $ | +16,5 % | 10.498.819 $ | +291.449 $ | +2,9 % |
| Ellevest, Inc. | 14.770.999 $ | +1.764.386 $ | +13,6 % | 13.006.613 $ | +1.149.357 $ | +9,7 % | 11.857.256 $ | +398.632 $ | +3,5 % | |||
| Skyline Advisors, Inc. | 12.097.486 $ | -1.895.978 $ | -13,5 % | 13.993.464 $ | -718.975 $ | -4,9 % | 14.712.439 $ | +90.404 $ | +0,6 % | |||
| Veridan Wealth LLC | 14.667.000 $ | +10.774.621 $ | +276,8 % | 3.892.379 $ | +244.973 $ | +6,7 % | 3.647.406 $ | +110.641 $ | +3,1 % | |||
| Congress Park Capital LLC | 12.590.673 $ | -896.247 $ | -6,6 % | 13.486.920 $ | -218.339 $ | -1,6 % | 13.705.259 $ | -894.166 $ | -6,1 % | 14.599.425 $ | +2.283.601 $ | +18,5 % |
| ALM First Financial Advisors, LLC | 14.585.743 $ | |||||||||||
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 14.569.202 $ | +7.111.315 $ | +95,4 % | 7.457.887 $ | -440.297 $ | -5,6 % | 7.898.184 $ | +329.940 $ | +4,4 % | |||
| AQR CAPITAL MANAGEMENT LLC | 14.563.239 $ | +2.694.982 $ | +22,7 % | 11.868.257 $ | +2.885.934 $ | +32,1 % | 8.982.323 $ | -112.418 $ | -1,2 % | |||
| HALL CAPITAL MANAGEMENT CO INC | 14.509.080 $ | +352.904 $ | +2,5 % | 14.156.176 $ | +1.094.287 $ | +8,4 % | 13.061.889 $ | +1.425.410 $ | +12,2 % | |||
| BWM Planning, LLC | 14.486.779 $ | +2.108.340 $ | +17,0 % | 12.378.439 $ | -658.630 $ | -5,1 % | 13.037.069 $ | +444.381 $ | +3,5 % | |||
| Tyche Wealth Partners LLC | 14.486.558 $ | +2.075.567 $ | +16,7 % | 12.410.991 $ | +1.175.302 $ | +10,5 % | 11.235.689 $ | +1.040.489 $ | +10,2 % | |||
| Fortis Capital Management LLC | 14.424.730 $ | +903.371 $ | +6,7 % | 13.521.359 $ | -288.099 $ | -2,1 % | 13.809.458 $ | +983.950 $ | +7,7 % | |||
| Verus Financial Partners, Inc. | 14.407.579 $ | +140.825 $ | +1,0 % | 14.266.754 $ | +523.422 $ | +3,8 % | 13.743.332 $ | |||||
| Ethos Financial Group, LLC | 13.735.246 $ | -618.140 $ | -4,3 % | 14.353.386 $ | +1.269.644 $ | +9,7 % | 13.083.742 $ | +2.043.074 $ | +18,5 % | |||
| Sovereign Financial Group, Inc. | 14.322.024 $ | +969.491 $ | +7,3 % | 13.352.533 $ | +2.673.667 $ | +25,0 % | 10.678.866 $ | -88.290 $ | -0,8 % | |||
| Roundview Capital LLC | 14.321.023 $ | +463.741 $ | +3,3 % | 13.857.282 $ | -93.086 $ | -0,7 % | 13.950.368 $ | +131.008 $ | +0,9 % | |||
| Koshinski Asset Management, Inc. | 14.318.622 $ | +3.432.936 $ | +31,5 % | 10.885.686 $ | +8.086.060 $ | +288,8 % | 2.799.626 $ | +122.067 $ | +4,6 % | |||
| Tilson Financial Group, Inc. | 14.241.736 $ | +306.359 $ | +2,2 % | 13.935.377 $ | +226.832 $ | +1,7 % | 13.708.545 $ | +39.513 $ | +0,3 % | |||
| NAPLES GLOBAL ADVISORS, LLC | 14.214.668 $ | +2.121.230 $ | +17,5 % | 12.093.438 $ | +1.021.083 $ | +9,2 % | 11.072.355 $ | +1.989.520 $ | +21,9 % | |||
| Allspring Global Investments Holdings, LLC | 35.655 $ | -6.137.609 $ | -99,4 % | 6.173.264 $ | -7.966.079 $ | -56,3 % | 14.139.343 $ | +11.594.149 $ | +455,5 % | |||
| Disciplined Investments, LLC | 14.089.790 $ | +2.134.880 $ | +17,9 % | 11.954.910 $ | +737.566 $ | +6,6 % | 11.217.344 $ | +467.949 $ | +4,4 % | |||
| Disciplina Capital Management LLC | 13.028.707 $ | -1.041.290 $ | -7,4 % | 14.069.997 $ | +1.764.874 $ | +14,3 % | 12.305.123 $ | +618.690 $ | +5,3 % | |||
| Gerber Kawasaki Wealth & Investment Management | 14.066.160 $ | +1.332.285 $ | +10,5 % | 12.733.875 $ | +2.449.852 $ | +23,8 % | 10.284.023 $ | -609.983 $ | -5,6 % | |||
| Private Wealth Asset Management, LLC | 13.302.543 $ | -761.055 $ | -5,4 % | 14.063.598 $ | ||||||||
| Baron Financial Group, LLC | 14.059.898 $ | +67.328 $ | +0,5 % | 13.992.570 $ | +544.391 $ | +4,0 % | 13.448.179 $ | +501.987 $ | +3,9 % | 12.946.192 $ | -694.859 $ | -5,1 % |
| WealthCollab, LLC | 14.048.848 $ | +773.024 $ | +5,8 % | 13.275.824 $ | +745.883 $ | +6,0 % | 12.529.941 $ | +1.309.044 $ | +11,7 % | |||
| Mainsail Financial Group, LLC | 14.026.073 $ | +3.525.066 $ | +33,6 % | 10.501.007 $ | +1.672.900 $ | +18,9 % | 8.828.107 $ | +4.067.891 $ | +85,5 % | |||
| White Lighthouse Investment Management Inc. | 14.017.236 $ | +785.847 $ | +5,9 % | 13.231.389 $ | +800.221 $ | +6,4 % | 12.431.168 $ | +2.041.244 $ | +19,6 % | 10.389.924 $ | +236.385 $ | +2,3 % |
| ADVOCATE GROUP LLC | 13.936.348 $ | +949.582 $ | +7,3 % | 12.986.766 $ | +1.076.238 $ | +9,0 % | 11.910.528 $ | +2.835.558 $ | +31,2 % | 9.074.970 $ | +804.965 $ | +9,7 % |
| Able Wealth Management LLC | 12.534.861 $ | -1.194.819 $ | -8,7 % | 13.729.680 $ | -201.091 $ | -1,4 % | 13.930.771 $ | +2.262.421 $ | +19,4 % | 11.668.350 $ | +653.514 $ | +5,9 % |
| Parkshore Wealth Management, Inc. | 13.928.540 $ | +3.797.350 $ | +37,5 % | 10.131.190 $ | +1.807.170 $ | +21,7 % | 8.324.020 $ | +1.850.037 $ | +28,6 % | 6.473.983 $ | +917.144 $ | +16,5 % |
| VERUS WEALTH MANAGEMENT, LLC | 13.768.952 $ | -138.309 $ | -1,0 % | 13.907.261 $ | +183.493 $ | +1,3 % | 13.723.768 $ | +783.780 $ | +6,1 % | 12.939.988 $ | +247.759 $ | +2,0 % |
| BLAIR WILLIAM & CO/IL | 13.756.449 $ | -127.055 $ | -0,9 % | 13.883.504 $ | +213.196 $ | +1,6 % | 13.670.308 $ | +792.805 $ | +6,2 % | |||
| Phoenix Wealth Advisors | 13.810.334 $ | +2.907.127 $ | +26,7 % | 10.903.207 $ | +933.739 $ | +9,4 % | 9.969.468 $ | +101.594 $ | +1,0 % | |||
| Focus Financial Network, Inc. | 11.578.681 $ | -660.917 $ | -5,4 % | 12.239.598 $ | -1.045 $ | -0,0 % | 12.240.643 $ | -1.550.757 $ | -11,2 % | 13.791.400 $ | -483.089 $ | -3,4 % |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 13.779.343 $ | +40.510 $ | +0,3 % | 13.738.833 $ | +1.566.649 $ | +12,9 % | 12.172.184 $ | +597.517 $ | +5,2 % | |||
| Beacon Bridge Wealth Partners, LLC | 13.777.785 $ | +1.303.671 $ | +10,5 % | 12.474.114 $ | +39.211 $ | +0,3 % | 12.434.903 $ | -162.978 $ | -1,3 % | |||
| Mullaney, Keating & Wright, Inc. | 13.501.642 $ | -236.762 $ | -1,7 % | 13.738.404 $ | +265.753 $ | +2,0 % | 13.472.651 $ | +315.456 $ | +2,4 % | 13.157.195 $ | +303.150 $ | +2,4 % |
| Smartleaf Asset Management LLC | 13.728.014 $ | +187.837 $ | +1,4 % | 13.540.177 $ | +1.311.114 $ | +10,7 % | 12.229.063 $ | +7.386.495 $ | +152,5 % | |||
| U.S. Capital Wealth Advisors, LLC | 13.717.430 $ | +1.384.385 $ | +11,2 % | 12.333.045 $ | +2.065.460 $ | +20,1 % | ||||||
| Guardian Wealth Management, LLC | 13.023.405 $ | -689.679 $ | -5,0 % | 13.713.084 $ | +1.454.703 $ | +11,9 % | 12.258.381 $ | -60.349 $ | -0,5 % | 12.318.730 $ | ||
| Charter Oak Capital Management, LLC | 12.977.131 $ | -723.401 $ | -5,3 % | 13.700.532 $ | -974.767 $ | -6,6 % | ||||||
| TCTC Holdings, LLC | 13.491.225 $ | -110.357 $ | -0,8 % | 13.601.582 $ | -96.136 $ | -0,7 % | 13.697.718 $ | -321.802 $ | -2,3 % | |||
| WEALTHCARE CAPITAL MANAGEMENT LLC | 13.407.908 $ | -278.502 $ | -2,0 % | 13.686.410 $ | +2.326.124 $ | +20,5 % | 11.360.286 $ | +782.220 $ | +7,4 % | 10.578.066 $ | +2.952.889 $ | +38,7 % |
| Paulson Wealth Management Inc. | 13.673.067 $ | +13.196.983 $ | +2.772,0 % | 476.084 $ | -4.305 $ | -0,9 % | 480.389 $ | -165.048 $ | -25,6 % | |||
| NBT BANK, N.A. | 13.266.016 $ | -360.862 $ | -2,6 % | 13.626.878 $ | +197.966 $ | +1,5 % | 13.428.912 $ | -229.633 $ | -1,7 % | 13.658.545 $ | -94.611 $ | -0,7 % |
| Elmwood Wealth Management, Inc. | 11.882.311 $ | -1.737.409 $ | -12,8 % | 13.619.720 $ | +467.079 $ | +3,6 % | 13.152.641 $ | +73.040 $ | +0,6 % | 13.079.601 $ | +604.483 $ | +4,8 % |
| Quadrature Capital Ltd | 13.523.545 $ | +13.297.021 $ | +5.870,0 % | 226.524 $ | -172.931 $ | -43,3 % | ||||||
| Galilei Investment Office LLP | 13.499.838 $ | +1.999.756 $ | +17,4 % | 11.500.082 $ | -68.542 $ | -0,6 % | 11.568.624 $ | +808.093 $ | +7,5 % | |||
| Sandy Cove Advisors, LLC | 12.227.891 $ | -1.246.924 $ | -9,3 % | 13.474.815 $ | +289.551 $ | +2,2 % | 13.185.264 $ | +2.809.298 $ | +27,1 % | |||
| TICINO WEALTH | 13.447.261 $ | +1.212.303 $ | +9,9 % | 12.234.958 $ | +1.632.715 $ | +15,4 % | 10.602.243 $ | +4.731.769 $ | +80,6 % | 5.870.474 $ | ||
| Amplius Wealth Advisors, LLC | 13.443.670 $ | +952.306 $ | +7,6 % | 12.491.364 $ | +3.161.958 $ | +33,9 % | 9.329.406 $ | +8.543.472 $ | +1.087,0 % | 785.934 $ | +27.622 $ | +3,6 % |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 13.433.777 $ | +1.175.491 $ | +9,6 % | 12.258.286 $ | +7.424.412 $ | +153,6 % | 4.833.874 $ | +184.947 $ | +4,0 % | |||
| MTC Wealth Management LLC | 13.326.890 $ | -97.967 $ | -0,7 % | 13.424.857 $ | +1.080.342 $ | +8,8 % | 12.344.515 $ | -127.410 $ | -1,0 % | |||
| Pines Wealth Management, LLC | 13.178.567 $ | -135.148 $ | -1,0 % | 13.313.715 $ | +776.589 $ | +6,2 % | 12.537.126 $ | -306.578 $ | -2,4 % | 12.843.704 $ | +489.010 $ | +4,0 % |
| HANCOCK WHITNEY CORP | 10.768.251 $ | -430.516 $ | -3,8 % | 11.198.767 $ | -2.114.873 $ | -15,9 % | 13.313.640 $ | +2.963.464 $ | +28,6 % | |||
| Apex Wealth Management, LLC | 13.310.366 $ | +1.941.648 $ | +17,1 % | 11.368.718 $ | +163.054 $ | +1,5 % | 11.205.664 $ | +8.904.293 $ | +386,9 % | 2.301.371 $ | -7.729.728 $ | -77,1 % |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 3.860.006 $ | -9.433.723 $ | -71,0 % | 13.293.729 $ | +695.489 $ | +5,5 % | 12.598.240 $ | +591.361 $ | +4,9 % | 12.006.879 $ | -209.284 $ | -1,7 % |
| GUIDANCE CAPITAL, INC | 13.283.601 $ | +632.037 $ | +5,0 % | 12.651.564 $ | +928.134 $ | +7,9 % | 11.723.430 $ | +151.779 $ | +1,3 % | |||
| BTC Capital Management, Inc. | 13.263.842 $ | +2.202.480 $ | +19,9 % | 11.061.362 $ | +920.509 $ | +9,1 % | 10.140.853 $ | +1.412.719 $ | +16,2 % | |||
| Bulwark Capital Corp | 12.379.947 $ | -883.883 $ | -6,7 % | 13.263.830 $ | +3.293.658 $ | +33,0 % | 9.970.172 $ | +357.843 $ | +3,7 % | 9.612.329 $ | +2.436.879 $ | +34,0 % |
| AFFINITY WEALTH LLC | 13.251.554 $ | +328.784 $ | +2,5 % | 12.922.770 $ | +12.921.039 $ | +746.449,4 % | 1.731 $ | |||||
| JAMES INVESTMENT RESEARCH, INC. | 12.015.613 $ | -747.369 $ | -5,9 % | 12.762.982 $ | -2.706 $ | -0,0 % | 12.765.688 $ | -414.431 $ | -3,1 % | 13.180.119 $ | +430.916 $ | +3,4 % |
| Vertrix Wealth Management, LLC | 12.989.504 $ | -180.101 $ | -1,4 % | 13.169.605 $ | +714.370 $ | +5,7 % | 12.455.235 $ | |||||
| SEMITAM BONAM LLC | 13.151.265 $ | +388.342 $ | +3,0 % | 12.762.923 $ | +797.078 $ | +6,7 % | 11.965.845 $ | +891.109 $ | +8,0 % | |||
| Smith Salley Wealth Management | 12.865.860 $ | -279.413 $ | -2,1 % | 13.145.273 $ | +748.244 $ | +6,0 % | 12.397.029 $ | +1.438.093 $ | +13,1 % | |||
| Kiker Wealth Management, LLC | 13.136.364 $ | +2.313.056 $ | +21,4 % | 10.823.308 $ | +10.335.860 $ | +2.120,4 % | 487.448 $ | -8.073.044 $ | -94,3 % | |||
| Financial Alternatives, Inc | 13.130.827 $ | +1.980.728 $ | +17,8 % | 11.150.099 $ | +2.743.037 $ | +32,6 % | 8.407.062 $ | +482.828 $ | +6,1 % | |||
| Cherry Tree Wealth Management, LLC | 11.578.961 $ | -1.543.308 $ | -11,8 % | 13.122.269 $ | +2.035.406 $ | +18,4 % | 11.086.863 $ | +684.575 $ | +6,6 % | 10.402.288 $ | +223.997 $ | +2,2 % |
| D L CARLSON INVESTMENT GROUP INC | 13.072.774 $ | +412.099 $ | +3,3 % | 12.660.675 $ | -338.350 $ | -2,6 % | 12.999.025 $ | -13.421.373 $ | -50,8 % | |||
| Brady Martz Wealth Solutions, LLC | 13.028.601 $ | +658.173 $ | +5,3 % | 12.370.428 $ | +766.039 $ | +6,6 % | 11.604.389 $ | +294.836 $ | +2,6 % | |||
| Atlas Legacy Advisors, LLC | 12.259.704 $ | +164.672 $ | +1,4 % | 12.095.032 $ | -933.344 $ | -7,2 % | 13.028.376 $ | +792.319 $ | +6,5 % | |||
| JT Stratford LLC | 11.644.181 $ | -1.383.903 $ | -10,6 % | 13.028.084 $ | +414.419 $ | +3,3 % | 12.613.665 $ | +11.091.302 $ | +728,6 % | |||
| Prospera Financial Services Inc | 11.740.652 $ | -1.247.416 $ | -9,6 % | 12.988.068 $ | +302.915 $ | +2,4 % | 12.685.153 $ | +1.916.334 $ | +17,8 % | |||
| Capital Investment Services of America, Inc. | 12.291.574 $ | -374.070 $ | -3,0 % | 12.665.644 $ | -293.466 $ | -2,3 % | 12.959.110 $ | -93.213 $ | -0,7 % | |||
| Forza Wealth Management, LLC | 12.936.250 $ | +1.712.101 $ | +15,3 % | 11.224.149 $ | -1.817 $ | -0,0 % | 11.225.966 $ | +232.841 $ | +2,1 % | 10.993.125 $ | -283.897 $ | -2,5 % |
| Align Financial, LLC | 220.355 $ | +214.100 $ | +3.422,9 % | 6.255 $ | -12.924.745 $ | -100,0 % | 12.931.000 $ | |||||
| Vertex Investment Solutions Co., Ltd. | 12.201.970 $ | -416.778 $ | -3,3 % | 12.618.748 $ | +547.096 $ | +4,5 % | 12.071.652 $ | -859.147 $ | -6,6 % | 12.930.799 $ | ||
| Ullmann Wealth Partners Group, LLC | 12.123.145 $ | +189.061 $ | +1,6 % | 11.934.084 $ | -938.051 $ | -7,3 % | 12.872.135 $ | -922.128 $ | -6,7 % | |||
| Breakwater Capital Group | 12.037.098 $ | -824.490 $ | -6,4 % | 12.861.588 $ | +1.525.310 $ | +13,5 % | 11.336.278 $ | +597.647 $ | +5,6 % | 10.738.631 $ | +357.055 $ | +3,4 % |
| NISA INVESTMENT ADVISORS, LLC | 11.479.400 $ | -1.342.985 $ | -10,5 % | 12.822.385 $ | +597.620 $ | +4,9 % | 12.224.765 $ | -611.297 $ | -4,8 % | 12.836.062 $ | +2.130.622 $ | +19,9 % |
| Global Wealth Strategies & Associates | 11.646.206 $ | -1.184.011 $ | -9,2 % | 12.830.217 $ | +452.492 $ | +3,7 % | 12.377.725 $ | +759.967 $ | +6,5 % | 11.617.758 $ | +570.579 $ | +5,2 % |
| Stratos Wealth Advisors, LLC | 6.739.563 $ | +1.906.032 $ | +39,4 % | 4.833.531 $ | -7.969.566 $ | -62,2 % | 12.803.097 $ | +651.934 $ | +5,4 % | |||
| Diversified Enterprises, LLC | 12.489.069 $ | -308.906 $ | -2,4 % | 12.797.975 $ | +885.673 $ | +7,4 % | 11.912.302 $ | -389.011 $ | -3,2 % | 12.301.313 $ | +1.980.751 $ | +19,2 % |
| CVA Family Office, LLC | 12.762.195 $ | +5.232.996 $ | +69,5 % | 7.529.199 $ | +1.896.906 $ | +33,7 % | 5.632.293 $ | +178.861 $ | +3,3 % | |||
| MBM WEALTH CONSULTANTS, LLC | 12.755.479 $ | +225.850 $ | +1,8 % | 12.529.629 $ | +444.154 $ | +3,7 % | 12.085.475 $ | -14.252 $ | -0,1 % | 12.099.727 $ | -1.009.795 $ | -7,7 % |
| McLean Asset Management Corp | 12.725.219 $ | |||||||||||
| IFG Advisory, LLC | 12.632.583 $ | +12.538.567 $ | +13.336,6 % | 94.016 $ | -9.066.898 $ | -99,0 % | 9.160.914 $ | +1.185.708 $ | +14,9 % | |||
| SCHRODER INVESTMENT MANAGEMENT GROUP | 12.632.408 $ | +5.019.713 $ | +65,9 % | 7.612.695 $ | -74.064 $ | -1,0 % | 7.686.759 $ | +593.862 $ | +8,4 % | |||
| First Command Advisory Services, Inc. | 12.607.825 $ | +12.202.917 $ | +3.013,8 % | 404.908 $ | +58.200 $ | +16,8 % | 346.708 $ | -3.085 $ | -0,9 % | |||
| Amicus Financial Advisors, LLC | 12.596.429 $ | +1.886.947 $ | +17,6 % | 10.709.482 $ | +308.031 $ | +3,0 % | 10.401.451 $ | |||||
| Elequin Capital, LP | 12.574.837 $ | +8.478.034 $ | +206,9 % | 4.096.803 $ | -3.079.166 $ | -42,9 % | 7.175.969 $ | -5.441.170 $ | -43,1 % | |||
| ForthRight Wealth Management, LLC | 12.528.177 $ | +2.326.112 $ | +22,8 % | 10.202.065 $ | +1.015.138 $ | +11,0 % | 9.186.927 $ | +1.310.610 $ | +16,6 % | |||
| ROCKLAND TRUST CO | 11.849.764 $ | -603.434 $ | -4,8 % | 12.453.198 $ | +1.664.894 $ | +15,4 % | 10.788.304 $ | -28.540 $ | -0,3 % | 10.816.844 $ | +209.956 $ | +2,0 % |
| Allodium Investment Consultants, LLC | 12.425.517 $ | +398.584 $ | +3,3 % | 12.026.933 $ | +1.253.808 $ | +11,6 % | 10.773.125 $ | -71.173 $ | -0,7 % | 10.844.298 $ | +1.266.053 $ | +13,2 % |
| HANSEATIC MANAGEMENT SERVICES INC | 10.191.819 $ | +0 $ | +0,0 % | 10.191.819 $ | -2.126.709 $ | -17,3 % | 12.318.528 $ | |||||
| Mirae Asset Global Investments Co., Ltd. | 12.310.029 $ | +1.830.744 $ | +17,5 % | 10.479.285 $ | +977.504 $ | +10,3 % | 9.501.781 $ | -9.028.588 $ | -48,7 % | |||
| Agate Pass Investment Management, LLC | 12.258.424 $ | +2.102.790 $ | +20,7 % | 10.155.634 $ | +1.837.580 $ | +22,1 % | 8.318.054 $ | +245.978 $ | +3,0 % | 8.072.076 $ | -562.774 $ | -6,5 % |
| Highland Investment Advisors LLC | 12.239.055 $ | |||||||||||
| Sherry Group, Inc. | 11.327.554 $ | -41.587 $ | -0,4 % | 11.369.141 $ | -653.817 $ | -5,4 % | 12.022.958 $ | -174.829 $ | -1,4 % | 12.197.787 $ | ||
| CGN Advisors LLC | 8.228.602 $ | -3.812.212 $ | -31,7 % | 12.040.814 $ | -143.545 $ | -1,2 % | 12.184.359 $ | +445.290 $ | +3,8 % | 11.739.069 $ | +357.827 $ | +3,1 % |
| Frontier Asset Management, LLC | 12.105.018 $ | +2.418.984 $ | +25,0 % | 9.686.034 $ | +515.409 $ | +5,6 % | 9.170.625 $ | -595.215 $ | -6,1 % | |||
| STOLZ & ASSOCIATES, PS | 12.092.474 $ | +1.889.447 $ | +18,5 % | 10.203.027 $ | +1.222.077 $ | +13,6 % | 8.980.950 $ | |||||
| Liberty Capital Management, Inc. | 12.063.773 $ | +287.382 $ | +2,4 % | 11.776.391 $ | +65.758 $ | +0,6 % | ||||||
| Financial & Tax Architects, LLC | 12.062.835 $ | +1.454.110 $ | +13,7 % | 10.608.725 $ | +1.235.962 $ | +13,2 % | 9.372.763 $ | +293.148 $ | +3,2 % | 9.079.615 $ | ||
| Graver Capital Management, LLC | 12.028.667 $ | +1.050.143 $ | +9,6 % | 10.978.524 $ | +702.204 $ | +6,8 % | 10.276.320 $ | +101.314 $ | +1,0 % | |||
| Horiko Capital Management LLC | 9.545.894 $ | -920.496 $ | -8,8 % | 10.466.390 $ | -1.519.219 $ | -12,7 % | 11.985.609 $ | -707.999 $ | -5,6 % | |||
| Magnus Financial Group LLC | 11.932.130 $ | +1.675.220 $ | +16,3 % | 10.256.910 $ | +991.769 $ | +10,7 % | 9.265.141 $ | +338.874 $ | +3,8 % | 8.926.267 $ | +485.921 $ | +5,8 % |
| NVWM, LLC | 11.231.121 $ | +32.090 $ | +0,3 % | 11.199.031 $ | +241.383 $ | +2,2 % | 10.957.648 $ | -955.978 $ | -8,0 % | 11.913.626 $ | -2.636.310 $ | -18,1 % |
| Hilton Capital Management, LLC | 11.907.613 $ | +670.530 $ | +6,0 % | 11.237.083 $ | +390.109 $ | +3,6 % | 10.846.974 $ | +2.890.846 $ | +36,3 % | |||
| Ballentine Capital Advisors, Inc | 11.681.164 $ | -222.056 $ | -1,9 % | 11.903.220 $ | +1.150.621 $ | +10,7 % | 10.752.599 $ | +241.566 $ | +2,3 % | 10.511.033 $ | +812.345 $ | +8,4 % |
| Opal Wealth Advisors, LLC | 11.902.280 $ | +186.112 $ | +1,6 % | 11.716.168 $ | +399.292 $ | +3,5 % | 11.316.876 $ | +406.445 $ | +3,7 % | 10.910.431 $ | +410.839 $ | +3,9 % |
| Cambria Investment Management, L.P. | 11.896.968 $ | +406.304 $ | +3,5 % | 11.490.664 $ | +2.467.294 $ | +27,3 % | 9.023.370 $ | +104.670 $ | +1,2 % | |||
| ROBERTS GLORE & CO INC /IL/ | 11.884.117 $ | +140.472 $ | +1,2 % | 11.743.645 $ | +369.032 $ | +3,2 % | 11.374.613 $ | -91.209 $ | -0,8 % | |||
| Johnson Bixby & Associates, LLC | 10.815.109 $ | -1.030.098 $ | -8,7 % | 11.845.207 $ | +930.170 $ | +8,5 % | 10.915.037 $ | +566.864 $ | +5,5 % | 10.348.173 $ | +2.734.844 $ | +35,9 % |
| Friday Financial | 11.838.247 $ | +2.262.159 $ | +23,6 % | 9.576.088 $ | +2.085.249 $ | +27,8 % | 7.490.839 $ | +323.301 $ | +4,5 % | 7.167.538 $ | +1.680.412 $ | +30,6 % |
| RHS Financial, LLC | 10.110.116 $ | -444.025 $ | -4,2 % | 10.554.141 $ | -776.025 $ | -6,8 % | 11.330.166 $ | -457.812 $ | -3,9 % | 11.787.978 $ | -1.204.075 $ | -9,3 % |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 11.780.572 $ | +425.672 $ | +3,7 % | 11.354.900 $ | +214.445 $ | +1,9 % | 11.140.455 $ | +370.940 $ | +3,4 % | |||
| ENTREWEALTH, LLC | 11.771.885 $ | +587.329 $ | +5,3 % | 11.184.556 $ | +1.652.986 $ | +17,3 % | 9.531.570 $ | +677.273 $ | +7,6 % | 8.854.297 $ | +2.159.501 $ | +32,3 % |
| Frisco Financial Planning LLC | 11.757.014 $ | -12.345 $ | -0,1 % | 11.769.359 $ | +409.891 $ | +3,6 % | 11.359.468 $ | +1.079.342 $ | +10,5 % | 10.280.126 $ | +414.083 $ | +4,2 % |
| Sowell Financial Services LLC | 11.698.061 $ | +1.015.445 $ | +9,5 % | 10.682.616 $ | +553.785 $ | +5,5 % | 10.128.831 $ | -103.767 $ | -1,0 % | 10.232.598 $ | +841.773 $ | +9,0 % |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 11.682.962 $ | +458.577 $ | +4,1 % | 11.224.385 $ | +241.026 $ | +2,2 % | 10.983.359 $ | +88.989 $ | +0,8 % | |||
| HAMEL ASSOCIATES, INC. | 11.660.141 $ | |||||||||||
| Navalign, LLC | 11.645.371 $ | +222.534 $ | +1,9 % | 11.422.837 $ | +671.406 $ | +6,2 % | 10.751.431 $ | +155.554 $ | +1,5 % | |||
| Clarity Capital Advisors, LLC | 11.636.815 $ | +167.660 $ | +1,5 % | 11.469.155 $ | +722.606 $ | +6,7 % | 10.746.549 $ | +407.669 $ | +3,9 % | |||
| Net Worth Advisory Group | 11.636.005 $ | +93.144 $ | +0,8 % | 11.542.861 $ | +10.802.260 $ | +1.458,6 % | 740.601 $ | -29.428 $ | -3,8 % | 770.029 $ | +443.147 $ | +135,6 % |
| CLARIS ADVISORS, LLC / MO / | 11.624.198 $ | +1.800.826 $ | +18,3 % | 9.823.372 $ | +543.977 $ | +5,9 % | 9.279.395 $ | +1.993.762 $ | +27,4 % | |||
| OPPENHEIMER & CO INC | 10.967.540 $ | -628.323 $ | -5,4 % | 11.595.863 $ | +952.678 $ | +9,0 % | 10.643.185 $ | +976.422 $ | +10,1 % | |||
| Connecticut Wealth Management, LLC | 6.724.307 $ | -1.720.037 $ | -20,4 % | 8.444.344 $ | -108.243 $ | -1,3 % | 8.552.587 $ | -3.028.308 $ | -26,1 % | 11.580.895 $ | +1.725.696 $ | +17,5 % |
| RFG Advisory, LLC | 11.573.869 $ | +483.603 $ | +4,4 % | 11.090.266 $ | +2.723.724 $ | +32,6 % | 8.366.542 $ | -431.511 $ | -4,9 % | |||
| May Hill Capital, LLC | 11.564.661 $ | +2.035.096 $ | +21,4 % | 9.529.565 $ | +1.713.538 $ | +21,9 % | 7.816.027 $ | +524.244 $ | +7,2 % | |||
| SimpliFi, Inc. | 11.551.210 $ | +50.847 $ | +0,4 % | 11.500.363 $ | +259.920 $ | +2,3 % | 11.240.443 $ | +7.880.524 $ | +234,5 % | |||
| OKABENA INVESTMENT SERVICES INC | 11.432.874 $ | -109.589 $ | -0,9 % | 11.542.463 $ | +1.654.788 $ | +16,7 % | 9.887.675 $ | +443.732 $ | +4,7 % | |||
| C M BIDWELL & ASSOCIATES LTD | 11.525.655 $ | +961.902 $ | +9,1 % | 10.563.753 $ | +732.054 $ | +7,4 % | 9.831.699 $ | +335.328 $ | +3,5 % | |||
| GREENWOOD CAPITAL ASSOCIATES LLC | 11.470.413 $ | +1.592.617 $ | +16,1 % | 9.877.796 $ | +280.938 $ | +2,9 % | 9.596.858 $ | +2.260.569 $ | +30,8 % | |||
| Bragg Financial Advisors, Inc | 11.459.937 $ | +612.434 $ | +5,6 % | 10.847.503 $ | +276.616 $ | +2,6 % | 10.570.887 $ | +615.094 $ | +6,2 % | |||
| DDFG, Inc | 8.862.286 $ | +85.629 $ | +1,0 % | 8.776.657 $ | -2.348.419 $ | -21,1 % | 11.125.076 $ | -330.398 $ | -2,9 % | 11.455.474 $ | +297.738 $ | +2,7 % |
| Banco Santander, S.A. | 11.428.396 $ | +147.532 $ | +1,3 % | 11.280.864 $ | +814.841 $ | +7,8 % | 10.466.023 $ | +3.864.529 $ | +58,5 % | |||
| PCA Investment Advisory Services Inc. | 11.421.850 $ | +287.874 $ | +2,6 % | 11.133.976 $ | +1.492.427 $ | +15,5 % | 9.641.549 $ | +928.298 $ | +10,7 % | 8.713.251 $ | +798.794 $ | +10,1 % |
| Apeiron RIA LLC | 10.814.136 $ | +4.965.948 $ | +84,9 % | 5.848.188 $ | -5.554.100 $ | -48,7 % | 11.402.288 $ | +46.586 $ | +0,4 % | 11.355.702 $ | +206.643 $ | +1,9 % |
| Prudent Man Investment Management, Inc. | 11.137.019 $ | -185.844 $ | -1,6 % | 11.322.863 $ | +65 $ | +0,0 % | 11.322.798 $ | +8.152.055 $ | +257,1 % | |||
| Sepio Capital, LP | 11.261.988 $ | +353.825 $ | +3,2 % | 10.908.163 $ | -406.039 $ | -3,6 % | 11.314.202 $ | +2.065.624 $ | +22,3 % | 9.248.578 $ | -395.245 $ | -4,1 % |
| URS Advisory LLC | 11.312.352 $ | +3.576.276 $ | +46,2 % | 7.736.076 $ | +3.546.256 $ | +84,6 % | 4.189.820 $ | |||||
| Southeast Asset Advisors, LLC | 11.308.095 $ | +43.334 $ | +0,4 % | 11.264.761 $ | -8.989 $ | -0,1 % | 11.273.750 $ | +5.542.468 $ | +96,7 % | |||
| Advyzon Investment Management, LLC | 9.299.756 $ | -1.988.085 $ | -17,6 % | 11.287.841 $ | +2.400.309 $ | +27,0 % | 8.887.532 $ | +3.427.534 $ | +62,8 % | |||
| Glassy Mountain Advisors, Inc. | 10.706.578 $ | -574.798 $ | -5,1 % | 11.281.376 $ | +2.941.063 $ | +35,3 % | 8.340.313 $ | -1.579.003 $ | -15,9 % | |||
| Kure Advisory, LLC | 10.772.802 $ | -502.532 $ | -4,5 % | 11.275.334 $ | +2.245.827 $ | +24,9 % | 9.029.507 $ | +410.706 $ | +4,8 % | 8.618.801 $ | +650.256 $ | +8,2 % |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 11.274.526 $ | +1.448.182 $ | +14,7 % | 9.826.344 $ | +1.917.609 $ | +24,2 % | 7.908.735 $ | +512.297 $ | +6,9 % | |||
| Martel Wealth Advisors LLC | 10.774.834 $ | -485.662 $ | -4,3 % | 11.260.496 $ | +264.205 $ | +2,4 % | 10.996.291 $ | +183.322 $ | +1,7 % | 10.812.969 $ | +307.092 $ | +2,9 % |
| Systelligence, LLC | 377.679 $ | -9.277.351 $ | -96,1 % | 9.655.030 $ | -1.586.208 $ | -14,1 % | 11.241.238 $ | -368.921 $ | -3,2 % | |||
| Private Wealth Management Group, LLC | 9.706.876 $ | -868.531 $ | -8,2 % | 10.575.407 $ | -1.346 $ | -0,0 % | 10.576.753 $ | -627.148 $ | -5,6 % | 11.203.901 $ | -126.273 $ | -1,1 % |
| Sterling Manor Financial, LLC | 11.187.136 $ | |||||||||||
| Capital Advisors Wealth Management, LLC | 9.953.840 $ | -609.443 $ | -5,8 % | 10.563.283 $ | -600.354 $ | -5,4 % | 11.163.637 $ | +1.916.693 $ | +20,7 % | 9.246.944 $ | +3.463.051 $ | +59,9 % |
| Wealth Enhancement Trust Services, Inc. | 11.155.761 $ | +503.546 $ | +4,7 % | 10.652.215 $ | +1.223.024 $ | +13,0 % | 9.429.191 $ | +127.382 $ | +1,4 % | 9.301.809 $ | ||
| D.A. DAVIDSON & CO. | 11.119.083 $ | +1.439.928 $ | +14,9 % | 9.679.155 $ | +1.069.603 $ | +12,4 % | 8.609.552 $ | +1.024.916 $ | +13,5 % | |||
| First National Bank of Mount Dora, Trust Investment Services | 11.091.993 $ | -12.090 $ | -0,1 % | 11.104.083 $ | +1.119.397 $ | +11,2 % | 9.984.686 $ | +8.457.405 $ | +553,8 % | 1.527.281 $ | +62.831 $ | +4,3 % |
| Gateway Wealth Partners, LLC | 7.134.064 $ | -3.962.922 $ | -35,7 % | 11.096.986 $ | +8.247.511 $ | +289,4 % | 2.849.475 $ | -1.707.320 $ | -37,5 % | |||
| Drum Hill Capital, LLC | 11.053.041 $ | |||||||||||
| NICOLET ADVISORY SERVICES, LLC | 11.038.593 $ | +475.621 $ | +4,5 % | |||||||||
| Hixon Zuercher, LLC | 10.019.499 $ | -1.009.904 $ | -9,2 % | 11.029.403 $ | +2.106.259 $ | +23,6 % | 8.923.144 $ | -513.339 $ | -5,4 % | 9.436.483 $ | +181.052 $ | +2,0 % |
| Kondo Wealth Advisors, Inc. | 11.006.068 $ | +9.978 $ | +0,1 % | 10.996.090 $ | +535.429 $ | +5,1 % | 10.460.661 $ | +426.283 $ | +4,2 % | 10.034.378 $ | +349.870 $ | +3,6 % |
| Nicht ausgewiesen | 10.950.870 $ | +1.577.284 $ | +16,8 % | 9.373.586 $ | +763.076 $ | +8,9 % | 8.610.510 $ | +3.281.932 $ | +61,6 % | |||
| Clarity Asset Management, Inc. | 3.382.387 $ | -294.115 $ | -8,0 % | 3.676.502 $ | -6.370.864 $ | -63,4 % | 10.047.366 $ | -893.741 $ | -8,2 % | 10.941.107 $ | +318.613 $ | +3,0 % |
| Wealth Forward, LLC | 4.543.486 $ | -6.390.335 $ | -58,4 % | 10.933.821 $ | +93.312 $ | +0,9 % | 10.840.509 $ | +48.978 $ | +0,5 % | 10.791.531 $ | +95.387 $ | +0,9 % |
| Powers Advisory Group, LLC | 10.165.096 $ | -764.320 $ | -7,0 % | 10.929.416 $ | +980.413 $ | +9,9 % | 9.949.003 $ | +494.296 $ | +5,2 % | 9.454.707 $ | -55.886 $ | -0,6 % |
| GEM Asset Management, LLC | 10.905.063 $ | +196.542 $ | +1,8 % | 10.708.521 $ | +1.738.190 $ | +19,4 % | 8.970.331 $ | +1.375.680 $ | +18,1 % | 7.594.651 $ | +843.755 $ | +12,5 % |
| Client First Capital LLC | 7.342.691 $ | -476.290 $ | -6,1 % | 7.818.981 $ | +106.123 $ | +1,4 % | 7.712.858 $ | -3.167.689 $ | -29,1 % | 10.880.547 $ | +315.702 $ | +3,0 % |
| Providence Financial Advisors, LLC | 10.871.436 $ | +1.770.365 $ | +19,5 % | 9.101.071 $ | +731.208 $ | +8,7 % | 8.369.863 $ | +200.012 $ | +2,4 % | |||
| ANDERSON HOAGLAND & CO | 5.392.727 $ | -5.477.581 $ | -50,4 % | 10.870.308 $ | +22.644 $ | +0,2 % | 10.847.664 $ | +996.336 $ | +10,1 % | |||
| TRUSTMARK BANK TRUST DEPARTMENT | 10.853.143 $ | +537.275 $ | +5,2 % | 10.315.868 $ | +68.370 $ | +0,7 % | 10.247.498 $ | +369.809 $ | +3,7 % | |||
| Saxony Capital Management, LLC | 10.853.081 $ | +1.547.372 $ | +16,6 % | 9.305.709 $ | +2.898.391 $ | +45,2 % | 6.407.318 $ | -203.441 $ | -3,1 % | 6.610.759 $ | +3.235.884 $ | +95,9 % |
| GWN SECURITIES INC. | 10.823.899 $ | +1.578.801 $ | +17,1 % | 9.245.098 $ | -1.060.487 $ | -10,3 % | 10.305.585 $ | -442.545 $ | -4,1 % | |||
| Aspire Capital Advisors LLC | 3.458.266 $ | +595.837 $ | +20,8 % | 2.862.429 $ | -7.935.992 $ | -73,5 % | 10.798.421 $ | -2.514.417 $ | -18,9 % | |||
| Trinity Financial Advisors LLC | 10.782.975 $ | +1.296.472 $ | +13,7 % | 9.486.503 $ | +1.769.085 $ | +22,9 % | 7.717.418 $ | +2.072.432 $ | +36,7 % | 5.644.986 $ | +504.062 $ | +9,8 % |
| Towneley Capital Management, Inc / DE | 10.410.426 $ | -357.144 $ | -3,3 % | 10.767.570 $ | +1.229.968 $ | +12,9 % | 9.537.602 $ | -24.351 $ | -0,3 % | 9.561.953 $ | +553.384 $ | +6,1 % |
| Meridian Wealth Management, LLC | 10.756.956 $ | +1.813.924 $ | +20,3 % | 8.943.032 $ | -176.767 $ | -1,9 % | 9.119.799 $ | -1.995.262 $ | -18,0 % | |||
| Wealthstar Advisors, LLC | 10.020.097 $ | -176.154 $ | -1,7 % | 10.196.251 $ | +168.902 $ | +1,7 % | 10.027.349 $ | -727.391 $ | -6,8 % | 10.754.740 $ | +2.994.086 $ | +38,6 % |
| Spectrum Investment Advisors, Inc. | 10.751.702 $ | +84.903 $ | +0,8 % | 10.666.799 $ | +361.768 $ | +3,5 % | 10.305.031 $ | +170.881 $ | +1,7 % | |||
| PINNACLE ASSOCIATES LTD | 10.344.430 $ | -397.753 $ | -3,7 % | 10.742.183 $ | +1.009.387 $ | +10,4 % | 9.732.796 $ | -718.017 $ | -6,9 % | 10.450.813 $ | +366.947 $ | +3,6 % |
| BSW Wealth Partners | 9.961.200 $ | -84.412 $ | -0,8 % | 10.045.612 $ | -596.195 $ | -5,6 % | 10.641.807 $ | +2.570.077 $ | +31,8 % | |||
| MERITAGE PORTFOLIO MANAGEMENT | 10.621.928 $ | +168.717 $ | +1,6 % | |||||||||
| Aurelius Family Office LLC | 10.603.017 $ | +448.489 $ | +4,4 % | 10.154.528 $ | +415.386 $ | +4,3 % | 9.739.142 $ | +349.821 $ | +3,7 % | |||
| Monument Group Wealth Advisors, LLC | 10.601.555 $ | +639.186 $ | +6,4 % | 9.962.369 $ | +1.401.395 $ | +16,4 % | 8.560.974 $ | +466.115 $ | +5,8 % | 8.094.859 $ | +448.193 $ | +5,9 % |
| IHT Wealth Management, LLC | 10.597.609 $ | +734.078 $ | +7,4 % | 9.863.531 $ | +354.288 $ | +3,7 % | 9.509.243 $ | +456.886 $ | +5,0 % | |||
| ATLAS CAPITAL ADVISORS INC. | 10.597.522 $ | +1.606.058 $ | +17,9 % | 8.991.464 $ | +1.815.603 $ | +25,3 % | 7.175.861 $ | |||||
| MJT & Associates Financial Advisory Group, Inc. | 10.573.378 $ | +1.757.478 $ | +19,9 % | 8.815.900 $ | +2.242.667 $ | +34,1 % | 6.573.233 $ | +1.325.593 $ | +25,3 % | 5.247.640 $ | +1.251.025 $ | +31,3 % |
| Nolet Wealth Management, LLC | 10.559.225 $ | |||||||||||
| LEUTHOLD GROUP, LLC | 10.546.894 $ | +122.379 $ | +1,2 % | 10.424.515 $ | +66.800 $ | +0,6 % | 10.357.715 $ | -461.865 $ | -4,3 % | |||
| Vermillion & White Wealth Management Group, LLC | 10.532.199 $ | +1.555.011 $ | +17,3 % | 8.977.188 $ | +1.331.408 $ | +17,4 % | 7.645.780 $ | +477.571 $ | +6,7 % | |||
| Archford Capital Strategies, LLC | 10.288.090 $ | -224.968 $ | -2,1 % | 10.513.058 $ | +1.429.843 $ | +15,7 % | 9.083.215 $ | +1.577.439 $ | +21,0 % | 7.505.776 $ | +126.519 $ | +1,7 % |
| AdvisorNet Financial, Inc | 9.601.473 $ | -165.400 $ | -1,7 % | 9.766.873 $ | +504.679 $ | +5,4 % | 9.262.194 $ | -1.231.698 $ | -11,7 % | 10.493.892 $ | +2.650.434 $ | +33,8 % |
| MN Wealth Advisors, LLC | 10.417.858 $ | +1.901.733 $ | +22,3 % | 8.516.125 $ | +639.368 $ | +8,1 % | 7.876.757 $ | -70.618 $ | -0,9 % | |||
| VestGen Advisors, LLC | 10.400.087 $ | +1.248.036 $ | +13,6 % | 9.152.051 $ | +254.758 $ | +2,9 % | 8.897.293 $ | +7.281.112 $ | +450,5 % | |||
| Summit Global Investments | 10.398.000 $ | +603.000 $ | +6,2 % | 9.795.000 $ | +6.801.000 $ | +227,2 % | 2.994.000 $ | +91.000 $ | +3,1 % | |||
| General Partner, Inc. | 10.379.729 $ | +3.366.964 $ | +48,0 % | 7.012.765 $ | +6.811.297 $ | +3.380,8 % | 201.468 $ | -4.157.264 $ | -95,4 % | 4.358.732 $ | -4.409.599 $ | -50,3 % |
| Snider Financial Group | 9.617.921 $ | +107.179 $ | +1,1 % | 9.510.742 $ | +586.320 $ | +6,6 % | 8.924.422 $ | -1.424.458 $ | -13,8 % | 10.348.880 $ | +2.197.872 $ | +27,0 % |
| Bouvel Investment Partners, LLC | 10.241.058 $ | +1.702.912 $ | +19,9 % | 8.538.146 $ | ||||||||
| Sterling Wealth Advisors Inc | 10.211.420 $ | +645.613 $ | +6,7 % | 9.565.807 $ | +1.360.721 $ | +16,6 % | 8.205.086 $ | +1.021.153 $ | +14,2 % | |||
| Weitzel Financial Services, Inc. | 9.657.477 $ | -533.587 $ | -5,2 % | 10.191.064 $ | +260.873 $ | +2,6 % | 9.930.191 $ | +3.684 $ | +0,0 % | 9.926.507 $ | -114.854 $ | -1,1 % |
| Wealth Advisory Solutions, LLC | 8.700.747 $ | -548.936 $ | -5,9 % | 9.249.683 $ | +1.674.535 $ | +22,1 % | 7.575.148 $ | -2.606.098 $ | -25,6 % | 10.181.246 $ | +824.820 $ | +8,8 % |
| Virtue Capital Management, LLC | 10.082.501 $ | +5.412.359 $ | +115,9 % | 4.670.142 $ | -2.839.428 $ | -37,8 % | 7.509.570 $ | +6.651.155 $ | +774,8 % | |||
| INVESTMENT PARTNERS, LTD. | 10.072.875 $ | +1.369.353 $ | +15,7 % | 8.703.522 $ | +317.224 $ | +3,8 % | 8.386.298 $ | -148.807 $ | -1,7 % | |||
| BURNS J W & CO INC/NY | 10.066.737 $ | +422.788 $ | +4,4 % | 9.643.949 $ | +823.330 $ | +9,3 % | 8.820.619 $ | +1.990.215 $ | +29,1 % | 6.830.404 $ | +1.669.790 $ | +32,4 % |
| Base Wealth Management LLC | 10.062.729 $ | +631.196 $ | +6,7 % | 9.431.533 $ | +1.215.229 $ | +14,8 % | 8.216.304 $ | +420.741 $ | +5,4 % | 7.795.563 $ | +942.390 $ | +13,8 % |
| Traveka Wealth, LLC | 8.659.006 $ | -436.288 $ | -4,8 % | 9.095.294 $ | +266.654 $ | +3,0 % | 8.828.640 $ | -1.230.994 $ | -12,2 % | 10.059.634 $ | +796.700 $ | +8,6 % |
| PARSONS CAPITAL MANAGEMENT INC/RI | 10.055.043 $ | +532.432 $ | +5,6 % | 9.522.611 $ | +901.994 $ | +10,5 % | 8.620.617 $ | +3.452.339 $ | +66,8 % | |||
| Smith & Howard Wealth Management, LLC | 9.712.382 $ | -320.067 $ | -3,2 % | 10.032.449 $ | +140.840 $ | +1,4 % | 9.891.609 $ | +326.571 $ | +3,4 % | |||
| DEMMING FINANCIAL SERVICES CORP /ADV | 9.978.067 $ | +1.740.823 $ | +21,1 % | 8.237.244 $ | +546.531 $ | +7,1 % | 7.690.713 $ | |||||
| THRYVE WEALTH MANAGEMENT LLC | 7.383.445 $ | +657.003 $ | +9,8 % | 6.726.442 $ | -116.978 $ | -1,7 % | 6.843.420 $ | -3.120.431 $ | -31,3 % | 9.963.851 $ | ||
| BCGM Wealth Management, LLC | 8.142.837 $ | -1.668.662 $ | -17,0 % | 9.811.499 $ | -147.677 $ | -1,5 % | 9.959.176 $ | -809.915 $ | -7,5 % | |||
| DELTA ASSET MANAGEMENT LLC/TN | 9.955.583 $ | +214.841 $ | +2,2 % | 9.740.742 $ | -81.618 $ | -0,8 % | 9.822.360 $ | +359.028 $ | +3,8 % | |||
| Weil Company, Inc. | 9.954.309 $ | +24.110 $ | +0,2 % | 9.930.199 $ | +2.062.404 $ | +26,2 % | 7.867.795 $ | +858.124 $ | +12,2 % | 7.009.671 $ | +936.184 $ | +15,4 % |
| Centerline Wealth Advisors, LLC | 9.952.171 $ | +539.158 $ | +5,7 % | 9.413.013 $ | +590.061 $ | +6,7 % | 8.822.952 $ | +1.620.082 $ | +22,5 % | 7.202.870 $ | +386.447 $ | +5,7 % |
| Retirement Planning Group, LLC | 9.543.092 $ | -305.959 $ | -3,1 % | 9.849.051 $ | +6.825.595 $ | +225,8 % | 3.023.456 $ | +828.861 $ | +37,8 % | 2.194.595 $ | -42.403 $ | -1,9 % |
| JB Capital LLC | 9.840.928 $ | +3.771.948 $ | +62,2 % | 6.068.980 $ | +1.880.142 $ | +44,9 % | 4.188.838 $ | +800.210 $ | +23,6 % | 3.388.628 $ | +593.599 $ | +21,2 % |
| Simplicity Wealth,LLC | 9.829.396 $ | +724.714 $ | +8,0 % | 9.104.682 $ | +115.887 $ | +1,3 % | 8.988.795 $ | -3.078.794 $ | -25,5 % | |||
| Alliance Wealth Management Group | 9.820.755 $ | +490.807 $ | +5,3 % | 9.329.948 $ | +272.084 $ | +3,0 % | 9.057.864 $ | +747.384 $ | +9,0 % | |||
| PROFFITT & GOODSON INC | 9.463.866 $ | +722.119 $ | +8,3 % | 8.741.747 $ | -1.052.772 $ | -10,7 % | 9.794.519 $ | -40.746 $ | -0,4 % | |||
| Wagner Wealth Management, LLC | 9.771.037 $ | +61.073 $ | +0,6 % | 9.709.964 $ | +899.336 $ | +10,2 % | 8.810.628 $ | +342.320 $ | +4,0 % | 8.468.308 $ | +428.492 $ | +5,3 % |
| Almanack Investment Partners, LLC. | 9.764.461 $ | +6.227.102 $ | +176,0 % | 3.537.359 $ | +168.193 $ | +5,0 % | 3.369.166 $ | -783.810 $ | -18,9 % | |||
| 25 LLC | 9.752.898 $ | +626.030 $ | +6,9 % | 9.126.868 $ | +967.076 $ | +11,9 % | 8.159.792 $ | +588.733 $ | +7,8 % | 7.571.059 $ | -2.843.649 $ | -27,3 % |
| JEPPSON WEALTH MANAGEMENT, LLC | 9.751.409 $ | +855.056 $ | +9,6 % | 8.896.353 $ | -35.612 $ | -0,4 % | 8.931.965 $ | +44.640 $ | +0,5 % | 8.887.325 $ | -418.591 $ | -4,5 % |
| BROWN ADVISORY INC | 9.749.813 $ | +1.855.825 $ | +23,5 % | 7.893.988 $ | +115.588 $ | +1,5 % | 7.778.400 $ | +195.512 $ | +2,6 % | |||
| Meritas Wealth Management, LLC | 9.748.782 $ | +955.321 $ | +10,9 % | 8.793.461 $ | +757.993 $ | +9,4 % | 8.035.468 $ | +636.347 $ | +8,6 % | 7.399.121 $ | +161.029 $ | +2,2 % |
| San Luis Wealth Advisors LLC | 7.179.692 $ | +0 $ | +0,0 % | 7.179.692 $ | -1.425.392 $ | -16,6 % | 8.605.084 $ | -1.138.646 $ | -11,7 % | 9.743.730 $ | +514.604 $ | +5,6 % |
| Granite Harbor Advisors, Inc. | 9.733.588 $ | +2.721.421 $ | +38,8 % | 7.012.167 $ | +1.154.317 $ | +19,7 % | 5.857.850 $ | -4.099.772 $ | -41,2 % | |||
| Legacy Wealth Managment, LLC/ID | 4.744.559 $ | -629.567 $ | -11,7 % | 5.374.126 $ | -4.352.508 $ | -44,7 % | 9.726.634 $ | +4.335.012 $ | +80,4 % | |||
| First Citizens Asset Management, Inc. | 6.693.856 $ | +68.822 $ | +1,0 % | 6.625.034 $ | -3.089.430 $ | -31,8 % | 9.714.464 $ | +199.447 $ | +2,1 % | |||
| Quantum Financial Advisors, LLC | 9.696.762 $ | +1.312.010 $ | +15,6 % | 8.384.752 $ | +247.887 $ | +3,0 % | 8.136.865 $ | +254.901 $ | +3,2 % | |||
| AA Financial Advisors, LLC | 5.978.435 $ | -274.536 $ | -4,4 % | 6.252.971 $ | +737.186 $ | +13,4 % | 5.515.785 $ | -4.171.009 $ | -43,1 % | 9.686.794 $ | -1.321.221 $ | -12,0 % |
| ShankerValleau Wealth Advisors, Inc. | 9.659.031 $ | +182.288 $ | +1,9 % | 9.476.743 $ | +396.283 $ | +4,4 % | 9.080.460 $ | +292.803 $ | +3,3 % | 8.787.657 $ | +335.214 $ | +4,0 % |
| Artesa Financial Group, LLC | 9.656.742 $ | +478.771 $ | +5,2 % | 9.177.971 $ | +479.712 $ | +5,5 % | 8.698.259 $ | |||||
| Fragasso Financial Advisors Inc | 4.920.255 $ | -4.664.916 $ | -48,7 % | 9.585.171 $ | +142.466 $ | +1,5 % | 9.442.705 $ | -186.455 $ | -1,9 % | 9.629.160 $ | -84.822 $ | -0,9 % |
| SVRN Asset Management, LLC | 9.628.919 $ | +1.177.361 $ | +13,9 % | 8.451.558 $ | -154.689 $ | -1,8 % | 8.606.247 $ | |||||
| Advisor OS, LLC | 3.576.187 $ | -6.026.626 $ | -62,8 % | 9.602.813 $ | +151.970 $ | +1,6 % | 9.450.843 $ | -67.328 $ | -0,7 % | |||
| Dorsey & Whitney Trust CO LLC | 9.577.404 $ | +1.707.471 $ | +21,7 % | 7.869.933 $ | +1.056.296 $ | +15,5 % | 6.813.637 $ | +199.626 $ | +3,0 % | |||
| Harbor Group, Inc. | 7.981.847 $ | -347.005 $ | -4,2 % | 8.328.852 $ | -987.070 $ | -10,6 % | 9.315.922 $ | -243.846 $ | -2,6 % | 9.559.768 $ | +23.545 $ | +0,2 % |
| Clear Creek Financial Management, LLC | 9.548.696 $ | +6.136.992 $ | +179,9 % | 3.411.704 $ | -1.486.219 $ | -30,3 % | 4.897.923 $ | +1.130.807 $ | +30,0 % | |||
| Blueprint Investment Partners LLC | 5.340.225 $ | -4.192.712 $ | -44,0 % | 9.532.937 $ | +2.831.814 $ | +42,3 % | 6.701.123 $ | +3.855.710 $ | +135,5 % | |||
| CATALYST FINANCIAL PARTNERS LLC | 9.495.743 $ | +512.693 $ | +5,7 % | 8.983.050 $ | +341.629 $ | +4,0 % | 8.641.421 $ | +770.106 $ | +9,8 % | |||
| DWR WEALTH MANAGEMENT, LLC | 9.493.507 $ | +656.928 $ | +7,4 % | 8.836.579 $ | +2.031.819 $ | +29,9 % | 6.804.760 $ | +1.119.777 $ | +19,7 % | 5.684.983 $ | ||
| PROATHLETE WEALTH MANAGEMENT LLC | 9.481.874 $ | +1.521.565 $ | +19,1 % | 7.960.309 $ | +874.067 $ | +12,3 % | 7.086.242 $ | +256.119 $ | +3,7 % | 6.830.123 $ | +665.991 $ | +10,8 % |
| Kelsey Financial, LLC | 9.441.055 $ | +244.322 $ | +2,7 % | 9.196.733 $ | -21.046 $ | -0,2 % | 9.217.779 $ | |||||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 7.185.465 $ | -635.030 $ | -8,1 % | 7.820.495 $ | -1.499.360 $ | -16,1 % | 9.319.855 $ | +574.470 $ | +6,6 % | |||
| Wrenne Financial Planning LLC | 9.313.928 $ | +1.355.228 $ | +17,0 % | 7.958.700 $ | +1.485.628 $ | +23,0 % | ||||||
| HOLLENCREST CAPITAL MANAGEMENT | 2.132.833 $ | -7.148.051 $ | -77,0 % | 9.280.884 $ | +228.727 $ | +2,5 % | 9.052.157 $ | -16.644.294 $ | -64,8 % | |||
| Spire Wealth Management | 9.267.933 $ | +333.241 $ | +3,7 % | 8.934.692 $ | +494.253 $ | +5,9 % | 8.440.439 $ | +1.130.984 $ | +15,5 % | |||
| HBE Wealth Management, LLC | 9.217.343 $ | +590.414 $ | +6,8 % | 8.626.929 $ | -11.919 $ | -0,1 % | 8.638.848 $ | |||||
| Midwest Heritage Bank, FSB | 9.211.621 $ | +1.537.325 $ | +20,0 % | 7.674.296 $ | +543.114 $ | +7,6 % | 7.131.182 $ | +288.044 $ | +4,2 % | |||
| 21 West Wealth Management LLC | 3.175.207 $ | -6.033.080 $ | -65,5 % | 9.208.287 $ | +272.098 $ | +3,0 % | 8.936.189 $ | -73.685 $ | -0,8 % | 9.009.874 $ | +456.903 $ | +5,3 % |
| Cloud Capital Management, LLC | 8.142.000 $ | -398.000 $ | -4,7 % | 8.540.000 $ | -658.000 $ | -7,2 % | 9.198.000 $ | +464.000 $ | +5,3 % | |||
| DecisionPoint Financial, LLC | 9.189.193 $ | +719.952 $ | +8,5 % | 8.469.241 $ | +306.582 $ | +3,8 % | 8.162.659 $ | -77.417 $ | -0,9 % | |||
| Armbruster Capital Management, Inc. | 8.826.886 $ | -355.077 $ | -3,9 % | 9.181.963 $ | +1.251.829 $ | +15,8 % | 7.930.134 $ | +253.298 $ | +3,3 % | 7.676.836 $ | +156.355 $ | +2,1 % |
| Greenspring Advisors, LLC | 9.171.100 $ | +319.567 $ | +3,6 % | 8.851.533 $ | +835.816 $ | +10,4 % | 8.015.717 $ | +5.720.091 $ | +249,2 % | |||
| Fortis Capital Advisors, LLC | 9.170.454 $ | +2.014.434 $ | +28,2 % | 7.156.020 $ | +3.801.175 $ | +113,3 % | 3.354.845 $ | +278.211 $ | +9,0 % | |||
| CARDIFF PARK ADVISORS, LLC | 9.169.221 $ | +128.872 $ | +1,4 % | 9.040.349 $ | +351.286 $ | +4,0 % | 8.689.063 $ | -603.233 $ | -6,5 % | |||
| HUB Investment Partners, LLC | 9.146.924 $ | +2.243.525 $ | +32,5 % | 6.903.399 $ | +2.955.005 $ | +74,8 % | 3.948.394 $ | -1.239.693 $ | -23,9 % | |||
| Wright Wealth LLC | 9.134.653 $ | +467.812 $ | +5,4 % | 8.666.841 $ | +475.277 $ | +5,8 % | 8.191.564 $ | |||||
| Cascade Financial Partners, LLC | 9.132.212 $ | +4.122.879 $ | +82,3 % | 5.009.333 $ | +1.000.546 $ | +25,0 % | 4.008.787 $ | -195.737 $ | -4,7 % | |||
| Princeton Global Asset Management LLC | 9.108.831 $ | -16.060 $ | -0,2 % | 9.124.891 $ | +388.032 $ | +4,4 % | 8.736.859 $ | +415.815 $ | +5,0 % | 8.321.044 $ | +133.021 $ | +1,6 % |
| Pinnacle Wealth Management Advisory Group, LLC | 9.106.634 $ | +965.993 $ | +11,9 % | 8.140.641 $ | -471.281 $ | -5,5 % | 8.611.922 $ | +524.830 $ | +6,5 % | |||
| UMB Bank, n.a. | 4.633.916 $ | -1.649.625 $ | -26,3 % | 6.283.541 $ | -2.790.579 $ | -30,8 % | 9.074.120 $ | +4.307.778 $ | +90,4 % | |||
| DeLarme Wealth Management, Inc. | 9.064.950 $ | +1.327.031 $ | +17,1 % | 7.737.919 $ | +697.044 $ | +9,9 % | 7.040.875 $ | |||||
| Aspen Investment Management Inc | 9.042.000 $ | +347.000 $ | +4,0 % | 8.695.000 $ | +338.000 $ | +4,0 % | 8.357.000 $ | +762.000 $ | +10,0 % | |||
| Acropolis Investment Management, LLC | 5.126.313 $ | -3.900.526 $ | -43,2 % | 9.026.839 $ | +157.088 $ | +1,8 % | 8.869.751 $ | +492.226 $ | +5,9 % | 8.377.525 $ | +435.782 $ | +5,5 % |
| PRIVATE TRUST CO NA | 9.025.439 $ | +812.666 $ | +9,9 % | 8.212.773 $ | +1.166.599 $ | +16,6 % | 7.046.174 $ | +1.095.360 $ | +18,4 % | 5.950.814 $ | +40.523 $ | +0,7 % |
| BEACON FINANCIAL GROUP | 8.781.275 $ | -242.543 $ | -2,7 % | 9.023.818 $ | +116.615 $ | +1,3 % | 8.907.203 $ | +2.989.348 $ | +50,5 % | 5.917.855 $ | -323.712 $ | -5,2 % |
| BCO Wealth Management LLC | 8.578.639 $ | -374.484 $ | -4,2 % | 8.953.123 $ | -66.974 $ | -0,7 % | 9.020.097 $ | +638.849 $ | +7,6 % | 8.381.248 $ | -693.613 $ | -7,6 % |
| Ascentis Independent Advisors | 135.497 $ | -8.875.270 $ | -98,5 % | 9.010.767 $ | +7.309.097 $ | +429,5 % | 1.701.670 $ | +994.006 $ | +140,5 % | |||
| LEGACY FINANCIAL GROUP, INC. | 8.109.640 $ | -897.964 $ | -10,0 % | 9.007.604 $ | +420.591 $ | +4,9 % | 8.587.013 $ | +130.854 $ | +1,5 % | 8.456.159 $ | -163.837 $ | -1,9 % |
| Robinswood Financial LLC | 9.001.242 $ | +117.892 $ | +1,3 % | 8.883.350 $ | +661.687 $ | +8,0 % | 8.221.663 $ | +1.407.918 $ | +20,7 % | 6.813.745 $ | +1.120.228 $ | +19,7 % |
| SVB WEALTH LLC | 7.371.982 $ | -79.653 $ | -1,1 % | 7.451.635 $ | -1.547.546 $ | -17,2 % | 8.999.181 $ | -1.101.570 $ | -10,9 % | |||
| Etesian Wealth Advisors, Inc. | 8.988.149 $ | +632.549 $ | +7,6 % | 8.355.600 $ | +224.772 $ | +2,8 % | 8.130.828 $ | +342.808 $ | +4,4 % | |||
| JPL Wealth Management, LLC | 8.525.322 $ | -450.767 $ | -5,0 % | 8.976.089 $ | +434.545 $ | +5,1 % | 8.541.544 $ | +433.863 $ | +5,4 % | |||
| Good Harbor Advisors, Inc. | 8.967.086 $ | +476.596 $ | +5,6 % | 8.490.490 $ | +477.302 $ | +6,0 % | 8.013.188 $ | +533.320 $ | +7,1 % | 7.479.868 $ | ||
| PRAIRIEVIEW WEALTH PARTNERS, LLC | 8.470.663 $ | -169.629 $ | -2,0 % | 8.640.292 $ | -316.353 $ | -3,5 % | 8.956.645 $ | -154.213 $ | -1,7 % | |||
| SeaBridge Investment Advisors LLC | 8.950.613 $ | +941.083 $ | +11,7 % | 8.009.530 $ | -190.104 $ | -2,3 % | 8.199.634 $ | -482.802 $ | -5,6 % | |||
| ST GERMAIN D J CO INC | 8.949.889 $ | +388.472 $ | +4,5 % | 8.561.417 $ | -206.110 $ | -2,4 % | 8.767.527 $ | -7.471 $ | -0,1 % | |||
| PALLADIEM, LLC | 8.932.006 $ | +4.904.538 $ | +121,8 % | 4.027.468 $ | -79.011 $ | -1,9 % | 4.106.479 $ | |||||
| WOODMONT INVESTMENT COUNSEL LLC | 8.930.789 $ | +8.613 $ | +0,1 % | 8.922.176 $ | +2.868 $ | +0,0 % | 8.919.308 $ | +110.313 $ | +1,3 % | |||
| IMPACTfolio, LLC | 7.798.082 $ | +321.244 $ | +4,3 % | 7.476.838 $ | -1.428.814 $ | -16,0 % | 8.905.652 $ | +584.025 $ | +7,0 % | |||
| BCS Private Wealth Management, Inc. | 8.862.442 $ | +192.685 $ | +2,2 % | 8.669.757 $ | -75.921 $ | -0,9 % | 8.745.678 $ | -1.286.545 $ | -12,8 % | |||
| JUNCTURE WEALTH STRATEGIES, LLC | 8.647.386 $ | -209.636 $ | -2,4 % | 8.857.022 $ | +3.657.384 $ | +70,3 % | 5.199.638 $ | -4.499 $ | -0,1 % | 5.204.137 $ | -183.265 $ | -3,4 % |
| Premier Path Wealth Partners, LLC | 2.485.264 $ | -6.358.920 $ | -71,9 % | 8.844.184 $ | +619.080 $ | +7,5 % | 8.225.104 $ | +1.088.014 $ | +15,2 % | 7.137.090 $ | +1.559.877 $ | +28,0 % |
| WealthShield Partners, LLC | 8.835.319 $ | +561.923 $ | +6,8 % | 8.273.396 $ | +963.829 $ | +13,2 % | 7.309.567 $ | -1.376.955 $ | -15,9 % | |||
| Per Stirling Capital Management, LLC. | 7.514.123 $ | +89.786 $ | +1,2 % | 7.424.337 $ | -1.403.646 $ | -15,9 % | 8.827.983 $ | +453.882 $ | +5,4 % | |||
| Oceanside Advisors LLC | 8.815.879 $ | +1.227.909 $ | +16,2 % | 7.587.970 $ | +295.628 $ | +4,1 % | 7.292.342 $ | +128.869 $ | +1,8 % | |||
| Clear Retirement Advice LLC | 8.758.780 $ | +454.130 $ | +5,5 % | 8.304.650 $ | +971.130 $ | +13,2 % | 7.333.520 $ | -34.081 $ | -0,5 % | 7.367.601 $ | ||
| Curbstone Financial Management Corp | 7.778.958 $ | -320.493 $ | -4,0 % | 8.099.451 $ | -658.640 $ | -7,5 % | 8.758.091 $ | +539.515 $ | +6,6 % | 8.218.576 $ | +278.449 $ | +3,5 % |
| K2 Financial Inc. | 5.911.250 $ | -415.724 $ | -6,6 % | 6.326.974 $ | -2.423.962 $ | -27,7 % | 8.750.936 $ | +616.611 $ | +7,6 % | |||
| SteelPeak Wealth, LLC | 7.355.932 $ | -713.384 $ | -8,8 % | 8.069.316 $ | -641.166 $ | -7,4 % | 8.710.482 $ | +1.276.290 $ | +17,2 % | 7.434.192 $ | +587.669 $ | +8,6 % |
| IF Advisors, LLC | 3.519.000 $ | -4.535.840 $ | -56,3 % | 8.054.840 $ | -648.259 $ | -7,4 % | 8.703.099 $ | |||||
| DIMENSION CAPITAL MANAGEMENT LLC | 8.466.521 $ | -24.232 $ | -0,3 % | 8.490.753 $ | -202.243 $ | -2,3 % | 8.692.996 $ | -318 $ | -0,0 % | |||
| Note Advisors, LLC | 8.685.079 $ | +1.358.640 $ | +18,5 % | 7.326.439 $ | +137.585 $ | +1,9 % | 7.188.854 $ | +1.193.106 $ | +19,9 % | |||
| CHESAPEAKE CAPITAL CORP /IL/ | 8.665.670 $ | +2.347.091 $ | +37,1 % | 6.318.579 $ | +2.038.463 $ | +47,6 % | 4.280.116 $ | +24.776 $ | +0,6 % | |||
| Storen Legacy Partners, LLC | 8.663.160 $ | +1.692.622 $ | +24,3 % | 6.970.538 $ | ||||||||
| Great Waters Wealth Management | 7.180.664 $ | -1.415.060 $ | -16,5 % | 8.595.724 $ | +586.713 $ | +7,3 % | 8.009.011 $ | -622.075 $ | -7,2 % | 8.631.086 $ | -1.736.182 $ | -16,7 % |
| Main Management LLC | 5.671 $ | -21 $ | -0,4 % | 5.692 $ | -8.612.308 $ | -99,9 % | 8.618.000 $ | +8.609.892 $ | +106.190,1 % | |||
| FINANCIAL LIFE ADVISORS | 7.802.581 $ | -547.630 $ | -6,6 % | 8.350.211 $ | -186.870 $ | -2,2 % | 8.537.081 $ | -41.951 $ | -0,5 % | 8.579.032 $ | -446.372 $ | -4,9 % |
| Geneos Wealth Management Inc. | 7.751.059 $ | -27.112 $ | -0,3 % | 7.778.171 $ | -761.758 $ | -8,9 % | 8.539.929 $ | -285.723 $ | -3,2 % | |||
| Ifrah Financial Services, Inc. | 8.477.651 $ | -53.356 $ | -0,6 % | 8.531.007 $ | +1.300.264 $ | +18,0 % | 7.230.743 $ | +695.615 $ | +10,6 % | 6.535.128 $ | +118.919 $ | +1,9 % |
| Two West Capital Advisors LLC | 8.069.983 $ | +169.428 $ | +2,1 % | 7.900.555 $ | -627.182 $ | -7,4 % | 8.527.737 $ | +1.169.248 $ | +15,9 % | 7.358.489 $ | +38.982 $ | +0,5 % |
| Visionary Wealth Advisors | 8.527.296 $ | +522.047 $ | +6,5 % | 8.005.249 $ | +201.595 $ | +2,6 % | 7.803.654 $ | +1.550.476 $ | +24,8 % | |||
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 8.520.664 $ | +323.787 $ | +4,0 % | 8.196.877 $ | +361.073 $ | +4,6 % | 7.835.804 $ | +421.816 $ | +5,7 % | |||
| Avant Financial Advisors LLC | 8.515.798 $ | +268.715 $ | +3,3 % | 8.247.083 $ | +1.648.700 $ | +25,0 % | 6.598.383 $ | +417.297 $ | +6,8 % | |||
| Midwest Trust Co | 8.465.135 $ | -40.115 $ | -0,5 % | 8.505.250 $ | +73.237 $ | +0,9 % | 8.432.013 $ | +1.466.911 $ | +21,1 % | 6.965.102 $ | -149.667 $ | -2,1 % |
| Vertex Planning Partners, LLC | 8.390.761 $ | -110.937 $ | -1,3 % | 8.501.698 $ | +1.399.426 $ | +19,7 % | 7.102.272 $ | -768.379 $ | -9,8 % | |||
| Privatperson | 8.499.196 $ | +747.302 $ | +9,6 % | 7.751.894 $ | +725.068 $ | +10,3 % | 7.026.826 $ | +565.904 $ | +8,8 % | |||
| Aprio Wealth Management, LLC | 8.484.762 $ | +3.456.010 $ | +68,7 % | 5.028.752 $ | +356.092 $ | +7,6 % | 4.672.660 $ | +1.816.019 $ | +63,6 % | |||
| 49 WEALTH MANAGEMENT, LLC | 8.483.627 $ | +6.135.387 $ | +261,3 % | 2.348.240 $ | +140.165 $ | +6,3 % | 2.208.075 $ | +416.034 $ | +23,2 % | |||
| ALONGSIDE, LLC | 8.483.627 $ | +1.433.904 $ | +20,3 % | 7.049.723 $ | ||||||||
| Blue Trust, Inc. | 7.060.466 $ | +2.083.750 $ | +41,9 % | 4.976.716 $ | -3.497.546 $ | -41,3 % | 8.474.262 $ | +463.997 $ | +5,8 % | 8.010.265 $ | +20.495 $ | +0,3 % |
| Cooper Financial Group | 7.647.413 $ | -815.375 $ | -9,6 % | 8.462.788 $ | +2.616.501 $ | +44,8 % | 5.846.287 $ | +68.658 $ | +1,2 % | 5.777.629 $ | -3.945.864 $ | -40,6 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 8.445.017 $ | +2.508.256 $ | +42,2 % | 5.936.761 $ | -70.289 $ | -1,2 % | 6.007.050 $ | -1.719.197 $ | -22,3 % | |||
| Farrow Financial, Inc. | 8.431.889 $ | +872.399 $ | +11,5 % | 7.559.490 $ | -33.934 $ | -0,4 % | 7.593.424 $ | +288.469 $ | +3,9 % | |||
| Elser Financial Planning, Inc | 8.405.992 $ | +1.685.642 $ | +25,1 % | 6.720.350 $ | +1.016.271 $ | +17,8 % | 5.704.079 $ | +5.473.942 $ | +2.378,6 % | 230.137 $ | -2.629 $ | -1,1 % |
| FAMILY WEALTH PARTNERS, LLC | 8.353.794 $ | +398.713 $ | +5,0 % | 7.955.081 $ | +348.131 $ | +4,6 % | 7.606.950 $ | +983.464 $ | +14,8 % | 6.623.486 $ | +173.272 $ | +2,7 % |
| IronBridge Private Wealth, LLC | 8.342.611 $ | +1.386.577 $ | +19,9 % | 6.956.034 $ | ||||||||
| Syntegra Private Wealth Group, LLC | 1.176.700 $ | -152.439 $ | -11,5 % | 1.329.139 $ | -6.987.360 $ | -84,0 % | 8.316.499 $ | +990.899 $ | +13,5 % | 7.325.600 $ | +1.143.759 $ | +18,5 % |
| TD ASSET MANAGEMENT INC | 6.686.887 $ | -1.572.864 $ | -19,0 % | 8.259.751 $ | -50.288 $ | -0,6 % | 8.310.039 $ | -14.345 $ | -0,2 % | |||
| IEQ CAPITAL, LLC | 6.890.687 $ | -1.408.466 $ | -17,0 % | 8.299.153 $ | +3.557.216 $ | +75,0 % | 4.741.937 $ | +463.886 $ | +10,8 % | |||
| Alpha Financial Partners LLC | 8.278.579 $ | +1.722.865 $ | +26,3 % | 6.555.714 $ | +306.211 $ | +4,9 % | 6.249.503 $ | -1.018.480 $ | -14,0 % | |||
| D. E. Shaw & Co., Inc. | 246.327 $ | -705 $ | -0,3 % | 247.032 $ | -8.024.686 $ | -97,0 % | 8.271.718 $ | -166.790.638 $ | -95,3 % | |||
| GOULD ASSET MANAGEMENT LLC /CA/ | 8.091.207 $ | +214.005 $ | +2,7 % | 7.877.202 $ | -393.224 $ | -4,8 % | 8.270.426 $ | +136.869 $ | +1,7 % | |||
| INTEGRITY ALLIANCE, LLC. | 3.011.868 $ | +610.190 $ | +25,4 % | 2.401.678 $ | -5.858.857 $ | -70,9 % | 8.260.535 $ | +539.583 $ | +7,0 % | |||
| Western Wealth Management, LLC | 7.243.544 $ | +1.414.790 $ | +24,3 % | 5.828.754 $ | -2.419.313 $ | -29,3 % | 8.248.067 $ | +3.275.050 $ | +65,9 % | |||
| FFT WEALTH MANAGEMENT LLC | 8.245.857 $ | +5.419.826 $ | +191,8 % | 2.826.031 $ | -25.559 $ | -0,9 % | 2.851.590 $ | +16.507 $ | +0,6 % | |||
| WIT, LLC | 8.243.584 $ | +1.245.964 $ | +17,8 % | 6.997.620 $ | +359.156 $ | +5,4 % | 6.638.464 $ | +38.427 $ | +0,6 % | |||
| WT Wealth Management | 4.899.439 $ | -833.349 $ | -14,5 % | 5.732.788 $ | -2.503.390 $ | -30,4 % | 8.236.178 $ | +3.843.507 $ | +87,5 % | 4.392.671 $ | +118.829 $ | +2,8 % |
| Legacy Financial Strategies, LLC | 7.161.566 $ | -591.624 $ | -7,6 % | 7.753.190 $ | -457.382 $ | -5,6 % | 8.210.572 $ | +184.952 $ | +2,3 % | 8.025.620 $ | +273.407 $ | +3,5 % |
| Family CFO Inc | 8.201.906 $ | +404.761 $ | +5,2 % | 7.797.145 $ | -13.924 $ | -0,2 % | 7.811.069 $ | +116.119 $ | +1,5 % | |||
| MBA Advisors LLC | 8.197.569 $ | +1.609.761 $ | +24,4 % | 6.587.808 $ | +602.843 $ | +10,1 % | 5.984.965 $ | +1.091.127 $ | +22,3 % | |||
| EverSource Wealth Advisors, LLC | 8.177.061 $ | +666.298 $ | +8,9 % | 7.510.763 $ | +1.260.430 $ | +20,2 % | 6.250.333 $ | -89.460 $ | -1,4 % | |||
| WHITTIER TRUST CO | 7.651.807 $ | -512.235 $ | -6,3 % | 8.164.042 $ | +387.521 $ | +5,0 % | 7.776.521 $ | +20.168 $ | +0,3 % | |||
| LongView Wealth Management | 3.301.057 $ | -116.719 $ | -3,4 % | 3.417.776 $ | -1.972.843 $ | -36,6 % | 5.390.619 $ | -2.761.399 $ | -33,9 % | 8.152.018 $ | +665.036 $ | +8,9 % |
| Stone House Investment Management, LLC | 8.120.370 $ | +1.354.806 $ | +20,0 % | 6.765.564 $ | +957.054 $ | +16,5 % | 5.808.510 $ | -150.790 $ | -2,5 % | |||
| Westside Investment Management, Inc. | 8.101.916 $ | +564.910 $ | +7,5 % | 7.537.006 $ | +195.462 $ | +2,7 % | 7.341.544 $ | +1.300.476 $ | +21,5 % | |||
| TrueWealth Financial Partners | 8.040.631 $ | -47.767 $ | -0,6 % | 8.088.398 $ | +685.743 $ | +9,3 % | ||||||
| North Ridge Wealth Advisors, Inc. | 8.050.362 $ | +201.801 $ | +2,6 % | 7.848.561 $ | -185.686 $ | -2,3 % | ||||||
| Stewardship Advisors, LLC | 8.048.010 $ | +339.982 $ | +4,4 % | 7.708.028 $ | +1.542.783 $ | +25,0 % | 6.165.245 $ | -375.477 $ | -5,7 % | 6.540.722 $ | -761.460 $ | -10,4 % |
| WealthBridge Capital Management, LLC | 7.968.800 $ | +38.622 $ | +0,5 % | 7.930.178 $ | +122.665 $ | +1,6 % | 7.807.513 $ | +471.828 $ | +6,4 % | 7.335.685 $ | +239.688 $ | +3,4 % |
| Curran Financial Partners, LLC | 7.967.956 $ | +1.235.654 $ | +18,4 % | 6.732.302 $ | +1.055.443 $ | +18,6 % | 5.676.859 $ | +712.034 $ | +14,3 % | |||
| Maia Wealth LLC | 7.962.328 $ | +643.839 $ | +8,8 % | 7.318.489 $ | +1.650.551 $ | +29,1 % | 5.667.938 $ | +677.467 $ | +13,6 % | 4.990.471 $ | +497.957 $ | +11,1 % |
| Insight Advisors, LLC/ PA | 360.452 $ | -23.206 $ | -6,0 % | 383.658 $ | -1.678.919 $ | -81,4 % | 2.062.577 $ | -5.871.459 $ | -74,0 % | 7.934.036 $ | +643.473 $ | +8,8 % |
| Foundry Financial LLC | 7.916.052 $ | |||||||||||
| OPPENHEIMER ASSET MANAGEMENT INC. | 7.781.499 $ | -124.446 $ | -1,6 % | 7.905.945 $ | +729.281 $ | +10,2 % | 7.176.664 $ | -967.651 $ | -11,9 % | |||
| IAG Wealth Partners, LLC | 7.905.030 $ | +683.378 $ | +9,5 % | 7.221.652 $ | +372.867 $ | +5,4 % | 6.848.785 $ | +291.159 $ | +4,4 % | |||
| ArborFi Advisors, LLC | 7.883.820 $ | +1.478.171 $ | +23,1 % | 6.405.649 $ | +1.423.884 $ | +28,6 % | 4.981.765 $ | +930.371 $ | +23,0 % | |||
| Running Point Capital Advisors, LLC | 7.883.106 $ | -993.059 $ | -11,2 % | |||||||||
| Kings Path Partners LLC | 7.736.909 $ | -145.420 $ | -1,8 % | 7.882.329 $ | +4.455.598 $ | +130,0 % | 3.426.731 $ | +66.627 $ | +2,0 % | 3.360.104 $ | +205.689 $ | +6,5 % |
| Cerro Pacific Wealth Advisors LLC | 6.331.222 $ | -1.545.581 $ | -19,6 % | 7.876.803 $ | +628.716 $ | +8,7 % | 7.248.087 $ | +945.614 $ | +15,0 % | 6.302.473 $ | +264.322 $ | +4,4 % |
| UNITED BANK | 7.853.174 $ | +462.522 $ | +6,3 % | 7.390.652 $ | +695.507 $ | +10,4 % | 6.695.145 $ | +436.745 $ | +7,0 % | |||
| Conrad Siegel Investment Advisors, Inc. | 7.787.338 $ | +4.705.126 $ | +152,7 % | 3.082.212 $ | +30.780 $ | +1,0 % | 3.051.432 $ | +22.177 $ | +0,7 % | 3.029.255 $ | +12.028 $ | +0,4 % |
| CENTRAL TRUST Co | 7.784.819 $ | +239.235 $ | +3,2 % | 7.545.584 $ | +322.576 $ | +4,5 % | 7.223.008 $ | -305.235 $ | -4,1 % | |||
| Rochester Wealth Strategies, LLC | 7.758.012 $ | -19.283 $ | -0,2 % | 7.777.295 $ | +758.118 $ | +10,8 % | 7.019.177 $ | +203.556 $ | +3,0 % | |||
| Aletheian Wealth Advisors LLC | 7.774.401 $ | +922.408 $ | +13,5 % | 6.851.993 $ | +220.676 $ | +3,3 % | 6.631.317 $ | +502.442 $ | +8,2 % | |||
| KEB ASSET MANAGEMENT, LLC | 7.766.848 $ | +917.811 $ | +13,4 % | 6.849.037 $ | +754.719 $ | +12,4 % | 6.094.318 $ | +161.125 $ | +2,7 % | |||
| HARBOUR INVESTMENTS, INC. | 7.757.113 $ | +1.217.932 $ | +18,6 % | 6.539.181 $ | +2.104.849 $ | +47,5 % | 4.434.332 $ | -510.316 $ | -10,3 % | |||
| Fort Vancouver Investment Management, LLC | 7.206.048 $ | +230.446 $ | +3,3 % | 6.975.602 $ | -779.240 $ | -10,0 % | 7.754.842 $ | +128.457 $ | +1,7 % | |||
| Powerhouse Assets LLC | 7.751.231 $ | +221.979 $ | +2,9 % | 7.529.252 $ | +971.324 $ | +14,8 % | 6.557.928 $ | +723.226 $ | +12,4 % | 5.834.702 $ | ||
| LexAurum Advisors, LLC | 7.731.462 $ | +1.101.243 $ | +16,6 % | 6.630.219 $ | +919.882 $ | +16,1 % | 5.710.337 $ | +163.759 $ | +3,0 % | |||
| Northern Lights Advisors, Inc. | 7.716.869 $ | +937.301 $ | +13,8 % | 6.779.568 $ | +938.880 $ | +16,1 % | 5.840.688 $ | +442.450 $ | +8,2 % | 5.398.238 $ | ||
| ATX Financial Planning, LLC | 7.713.620 $ | +4.955.632 $ | +179,7 % | 2.757.988 $ | +1.473.745 $ | +114,8 % | 1.284.243 $ | |||||
| Elevation Capital Advisory, LLC | 7.706.503 $ | +175.081 $ | +2,3 % | 7.531.422 $ | +1.231.749 $ | +19,6 % | 6.299.673 $ | +5.097.847 $ | +424,2 % | |||
| Mendota Financial Group, LLC | 7.558.004 $ | -102.540 $ | -1,3 % | 7.660.544 $ | +291.787 $ | +4,0 % | 7.368.757 $ | +27.265 $ | +0,4 % | 7.341.492 $ | +755.846 $ | +11,5 % |
| Indivisible Partners | 7.660.062 $ | +5.974.186 $ | +354,4 % | 1.685.876 $ | +328.235 $ | +24,2 % | 1.357.641 $ | |||||
| Investors Portfolio Services LLC | 7.642.490 $ | +1.677.955 $ | +28,1 % | 5.964.535 $ | +611.150 $ | +11,4 % | 5.353.385 $ | |||||
| FULTON BREAKEFIELD BROENNIMAN LLC | 7.629.097 $ | +270.354 $ | +3,7 % | 7.358.743 $ | +627.548 $ | +9,3 % | 6.731.195 $ | +246.346 $ | +3,8 % | |||
| L. Roy Papp & Associates, LLP | 6.683.647 $ | -917.239 $ | -12,1 % | 7.600.886 $ | +604.695 $ | +8,6 % | 6.996.191 $ | +1.705.146 $ | +32,2 % | 5.291.045 $ | +3.534.335 $ | +201,2 % |
| Partners in Financial Planning | 7.591.622 $ | +167.184 $ | +2,3 % | 7.424.438 $ | +965.870 $ | +15,0 % | 6.458.568 $ | +620.486 $ | +10,6 % | |||
| TPG Financial Advisors, LLC | 7.586.456 $ | +476.581 $ | +6,7 % | 7.109.875 $ | ||||||||
| CASTLE WEALTH MANAGEMENT LLC | 7.576.147 $ | +2.701.297 $ | +55,4 % | 4.874.850 $ | +4.562.517 $ | +1.460,8 % | 312.333 $ | +1.808 $ | +0,6 % | |||
| Private Wealth Advisors, LLC | 7.566.417 $ | +864.591 $ | +12,9 % | 6.701.826 $ | +5.500.744 $ | +458,0 % | 1.201.082 $ | +493.261 $ | +69,7 % | |||
| Vermillion Wealth Management, Inc. | 7.566.186 $ | +1.360.066 $ | +21,9 % | 6.206.120 $ | +713.939 $ | +13,0 % | 5.492.181 $ | +85.466 $ | +1,6 % | |||
| Joel Isaacson & Co., LLC | 7.551.396 $ | +566.261 $ | +8,1 % | 6.985.135 $ | +1.349.125 $ | +23,9 % | 5.636.010 $ | +457.601 $ | +8,8 % | |||
| Marmo Financial Group, LLC | 7.305.258 $ | -232.829 $ | -3,1 % | 7.538.087 $ | +54.205 $ | +0,7 % | ||||||
| Bare Financial Services, Inc | 7.536.951 $ | +711.294 $ | +10,4 % | 6.825.657 $ | +1.115.301 $ | +19,5 % | 5.710.356 $ | +1.987.785 $ | +53,4 % | |||
| Yeomans Consulting Group, Inc. | 7.483.249 $ | +4.245.283 $ | +131,1 % | |||||||||
| Capital Investment Counsel, LLC | 6.901.803 $ | -144.664 $ | -2,1 % | 7.046.467 $ | -424.236 $ | -5,7 % | 7.470.703 $ | +282.407 $ | +3,9 % | 7.188.296 $ | +501.372 $ | +7,5 % |
| PW Nova Financial Services LLC | 7.470.676 $ | +3.858.072 $ | +106,8 % | 3.612.604 $ | +1.128.126 $ | +45,4 % | 2.484.478 $ | +448.478 $ | +22,0 % | 2.036.000 $ | ||
| Blueprint Financial Advisors LLC | 503.049 $ | -173.232 $ | -25,6 % | 676.281 $ | -6.779.967 $ | -90,9 % | 7.456.248 $ | +4.017.792 $ | +116,8 % | |||
| Jacobsen Capital Management | 7.446.454 $ | +3.585.591 $ | +92,9 % | 3.860.863 $ | ||||||||
| NDWM LLC | 7.417.249 $ | +151.483 $ | +2,1 % | 7.265.766 $ | +712.949 $ | +10,9 % | 6.552.817 $ | -3.721 $ | -0,1 % | |||
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 5.391.472 $ | -2.016.038 $ | -27,2 % | 7.407.510 $ | +637.155 $ | +9,4 % | 6.770.355 $ | +81.801 $ | +1,2 % | 6.688.554 $ | +1.768.632 $ | +35,9 % |
| BALLAST ADVISORS LLC | 7.398.971 $ | +7.079.181 $ | +2.213,7 % | 319.790 $ | -33.132 $ | -9,4 % | 352.922 $ | +2.079 $ | +0,6 % | |||
| Strategic Wealth Advisors LLC | 6.422.000 $ | -973.000 $ | -13,2 % | 7.395.000 $ | +973.000 $ | +15,2 % | 6.422.000 $ | |||||
| Point Nemo Capital, LLC | 7.385.008 $ | +4.760.660 $ | +181,4 % | 2.624.348 $ | ||||||||
| Philadelphia Investment Partners, LLC | 7.377.959 $ | +116.517 $ | +1,6 % | 7.261.442 $ | ||||||||
| PENOBSCOT WEALTH MANAGEMENT | 7.354.586 $ | +742.414 $ | +11,2 % | 6.612.172 $ | +1.132.180 $ | +20,7 % | 5.479.992 $ | +954.485 $ | +21,1 % | 4.525.507 $ | +517.581 $ | +12,9 % |
| WEDBUSH SECURITIES INC | 7.339.000 $ | +910.000 $ | +14,2 % | 6.429.000 $ | +318.000 $ | +5,2 % | 6.111.000 $ | +309.000 $ | +5,3 % | 5.802.000 $ | +509.000 $ | +9,6 % |
| Certified Advisory Corp | 7.337.026 $ | +1.649.378 $ | +29,0 % | 5.687.648 $ | +74.016 $ | +1,3 % | 5.613.632 $ | +258.905 $ | +4,8 % | |||
| Spartan Planning & Wealth Management | 3.269.438 $ | +23.498 $ | +0,7 % | 3.245.940 $ | -4.084.443 $ | -55,7 % | 7.330.383 $ | |||||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 3.101.066 $ | -505.505 $ | -14,0 % | 3.606.571 $ | -3.718.479 $ | -50,8 % | 7.325.050 $ | -432.073 $ | -5,6 % | |||
| Sincerus Advisory, LLC | 7.311.453 $ | +510.113 $ | +7,5 % | 6.801.340 $ | +392.417 $ | +6,1 % | 6.408.923 $ | +1.024.082 $ | +19,0 % | 5.384.841 $ | +1.124.431 $ | +26,4 % |
| Rathbones Group PLC | 3.682.903 $ | -3.588.141 $ | -49,3 % | 7.271.044 $ | +652.372 $ | +9,9 % | 6.618.672 $ | +3.411.524 $ | +106,4 % | |||
| Patriot Financial Group Insurance Agency, LLC | 7.267.386 $ | +4.972.050 $ | +216,6 % | 2.295.336 $ | -1.937.474 $ | -45,8 % | 4.232.810 $ | +2.363.358 $ | +126,4 % | 1.869.452 $ | +51.712 $ | +2,8 % |
| SevenBridge Financial Group, LLC | 6.266.078 $ | -620.166 $ | -9,0 % | 6.886.244 $ | -363.686 $ | -5,0 % | 7.249.930 $ | +183.623 $ | +2,6 % | |||
| Aegis Wealth Management LLC | 7.230.190 $ | +1.371.165 $ | +23,4 % | 5.859.025 $ | +69.028 $ | +1,2 % | 5.789.997 $ | -18.684 $ | -0,3 % | |||
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 7.227.679 $ | +1.496.507 $ | +26,1 % | 5.731.172 $ | +11.551 $ | +0,2 % | 5.719.621 $ | -157.338 $ | -2,7 % | |||
| Csenge Advisory Group | 6.371.785 $ | +295.592 $ | +4,9 % | 6.076.193 $ | -1.143.913 $ | -15,8 % | 7.220.106 $ | +830.974 $ | +13,0 % | |||
| Tower Research Capital LLC (TRC) | 57.435 $ | -7.158.211 $ | -99,2 % | 7.215.646 $ | +2.144.830 $ | +42,3 % | 5.070.816 $ | +136.023 $ | +2,8 % | |||
| Merited Wealth, LLC | 7.197.052 $ | +693.870 $ | +10,7 % | 6.503.182 $ | +3.478.736 $ | +115,0 % | 3.024.446 $ | +1.533.928 $ | +102,9 % | 1.490.518 $ | ||
| VANCE WEALTH, LLC | 7.194.071 $ | +2.332.572 $ | +48,0 % | 4.861.499 $ | +1.611.649 $ | +49,6 % | 3.249.850 $ | +329.812 $ | +11,3 % | |||
| Mittelman Wealth Management | 7.185.729 $ | +633.379 $ | +9,7 % | 6.552.350 $ | -633.752 $ | -8,8 % | 7.186.102 $ | +854.091 $ | +13,5 % | |||
| BridgePort Financial Solutions, LLC | 1.215.870 $ | -5.961.410 $ | -83,1 % | 7.177.280 $ | +559.880 $ | +8,5 % | 6.617.400 $ | -19.368 $ | -0,3 % | |||
| Integrity Wealth Solutions LLC | 7.146.380 $ | +987.807 $ | +16,0 % | 6.158.573 $ | +90.982 $ | +1,5 % | 6.067.591 $ | +429.612 $ | +7,6 % | |||
| Aries Wealth Management | 6.925.083 $ | -202.983 $ | -2,8 % | 7.128.066 $ | +846.758 $ | +13,5 % | 6.281.308 $ | +1.252.788 $ | +24,9 % | |||
| Essex Financial Services, Inc. | 7.121.025 $ | +401.541 $ | +6,0 % | 6.719.484 $ | +738.687 $ | +12,4 % | 5.980.797 $ | -437.039 $ | -6,8 % | |||
| Crabel Capital Management, LLC | 3.501.524 $ | -3.618.792 $ | -50,8 % | 7.120.316 $ | +4.048.643 $ | +131,8 % | ||||||
| High Falls Advisors, Inc | 7.111.076 $ | +551.136 $ | +8,4 % | |||||||||
| KINGSWOOD WEALTH ADVISORS, LLC | 7.087.903 $ | +28.896 $ | +0,4 % | 7.059.007 $ | +277.010 $ | +4,1 % | 6.781.997 $ | +2.254.420 $ | +49,8 % | |||
| McMill Wealth Management | 7.086.168 $ | +204.740 $ | +3,0 % | |||||||||
| Kaizen Financial Strategies | 5.159.886 $ | -1.531.748 $ | -22,9 % | 6.691.634 $ | -378.790 $ | -5,4 % | 7.070.424 $ | +1.131.699 $ | +19,1 % | 5.938.725 $ | +355.253 $ | +6,4 % |
| CoreCap Advisors, LLC | 7.047.635 $ | +1.357.774 $ | +23,9 % | 5.689.861 $ | +2.921.343 $ | +105,5 % | 2.768.518 $ | -1.749.366 $ | -38,7 % | 4.517.884 $ | -2.266.318 $ | -33,4 % |
| BBR PARTNERS, LLC | 7.028.683 $ | +1.954.516 $ | +38,5 % | 5.074.167 $ | +2.450.917 $ | +93,4 % | 2.623.250 $ | -43.354 $ | -1,6 % | |||
| Navigate Wealth Management, LLC | 7.022.774 $ | +1.381.572 $ | +24,5 % | 5.641.202 $ | +741.178 $ | +15,1 % | 4.900.024 $ | |||||
| Sierra Capital LLC | 7.018.569 $ | +2.569 $ | +0,0 % | 7.016.000 $ | +6.000 $ | +0,1 % | 7.010.000 $ | +1.989.000 $ | +39,6 % | |||
| Advus Financial Partners, LLC | 6.569.882 $ | -442.852 $ | -6,3 % | 7.012.734 $ | +70.312 $ | +1,0 % | 6.942.422 $ | +109.982 $ | +1,6 % | 6.832.440 $ | +352.630 $ | +5,4 % |
| PRIVATE CLIENT SERVICES, LLC | 5.826.600 $ | +131.642 $ | +2,3 % | 5.694.958 $ | -1.311.800 $ | -18,7 % | 7.006.758 $ | +99.255 $ | +1,4 % | 6.907.503 $ | +819.971 $ | +13,5 % |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 6.679.409 $ | +160.146 $ | +2,5 % | 6.519.263 $ | +1.233.297 $ | +23,3 % | 5.285.966 $ | -1.717.029 $ | -24,5 % | 7.002.995 $ | +861.160 $ | +14,0 % |
| Sterling Investment Counsel, LLC | 6.976.084 $ | +6.667.571 $ | +2.161,2 % | 308.513 $ | +23.503 $ | +8,2 % | 285.010 $ | -361.167 $ | -55,9 % | |||
| Level Wealth Management LLC | 6.960.613 $ | +419.616 $ | +6,4 % | 6.540.997 $ | +120.988 $ | +1,9 % | 6.420.009 $ | -69.169 $ | -1,1 % | |||
| TME FINANCIAL, INC. | 6.948.051 $ | +720.536 $ | +11,6 % | 6.227.515 $ | +118.097 $ | +1,9 % | 6.109.418 $ | -41.706 $ | -0,7 % | 6.151.124 $ | -614.398 $ | -9,1 % |
| GFS Advisors, LLC | 1.982.448 $ | -4.957.311 $ | -71,4 % | 6.939.759 $ | +3.833.569 $ | +123,4 % | 3.106.190 $ | -1.259.900 $ | -28,9 % | |||
| Peirce Capital Management, LLC | 6.811.827 $ | +21.976 $ | +0,3 % | 6.789.851 $ | -146.478 $ | -2,1 % | 6.936.329 $ | +401.417 $ | +6,1 % | 6.534.912 $ | +92.519 $ | +1,4 % |
| Hobart Private Capital, LLC | 6.843.358 $ | -89.953 $ | -1,3 % | 6.933.311 $ | +1.376.465 $ | +24,8 % | 5.556.846 $ | +665.025 $ | +13,6 % | 4.891.821 $ | +2.560.542 $ | +109,8 % |
| Strategic Blueprint, LLC | 4.784.481 $ | -1.767.948 $ | -27,0 % | 6.552.429 $ | +197.279 $ | +3,1 % | 6.355.150 $ | -571.893 $ | -8,3 % | 6.927.043 $ | -805.156 $ | -10,4 % |
| KMG FIDUCIARY PARTNERS, LLC | 5.395.884 $ | -450.769 $ | -7,7 % | 5.846.653 $ | -1.070.109 $ | -15,5 % | 6.916.762 $ | +288.870 $ | +4,4 % | 6.627.892 $ | -151.176 $ | -2,2 % |
| AUA CAPITAL MANAGEMENT, LLC | 5.923.550 $ | -976.076 $ | -14,1 % | 6.899.626 $ | +44.034 $ | +0,6 % | 6.855.592 $ | +734.791 $ | +12,0 % | 6.120.801 $ | -11.426 $ | -0,2 % |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6.891.391 $ | +321.917 $ | +4,9 % | 6.569.474 $ | +234.979 $ | +3,7 % | 6.334.495 $ | +403.620 $ | +6,8 % | |||
| JHP Wealth Management, LLC | 1.628.228 $ | -1.828.959 $ | -52,9 % | 3.457.187 $ | -3.419.440 $ | -49,7 % | 6.876.627 $ | |||||
| Greenbush Financial Group, LLC | 6.863.894 $ | +214.170 $ | +3,2 % | 6.649.724 $ | +491.390 $ | +8,0 % | 6.158.334 $ | +639.398 $ | +11,6 % | 5.518.936 $ | +508.093 $ | +10,1 % |
| CURIO WEALTH, LLC | 6.849.539 $ | +941.948 $ | +15,9 % | 5.907.591 $ | +65.691 $ | +1,1 % | 5.841.900 $ | +368.551 $ | +6,7 % | |||
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 6.844.534 $ | +55.566 $ | +0,8 % | 6.788.968 $ | +77.960 $ | +1,2 % | 6.711.008 $ | +222.578 $ | +3,4 % | |||
| NORTH DALLAS BANK & TRUST CO | 6.590.434 $ | +253.491 $ | +4,0 % | 6.336.943 $ | -504.494 $ | -7,4 % | 6.841.437 $ | |||||
| Vilga Financial Planning LLC | 6.838.045 $ | +1.126.091 $ | +19,7 % | 5.711.954 $ | +658.253 $ | +13,0 % | 5.053.701 $ | +1.271.786 $ | +33,6 % | 3.781.915 $ | ||
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 6.483.000 $ | -43.000 $ | -0,7 % | 6.526.000 $ | -303.000 $ | -4,4 % | 6.829.000 $ | +55.000 $ | +0,8 % | |||
| FOSTER & MOTLEY INC | 5.077.000 $ | +251.000 $ | +5,2 % | 4.826.000 $ | -2.001.000 $ | -29,3 % | 6.827.000 $ | -111.000 $ | -1,6 % | |||
| David Kennon Inc | 6.767.568 $ | -40.401 $ | -0,6 % | 6.807.969 $ | +43.710 $ | +0,6 % | 6.764.259 $ | |||||
| SUTTON PLACE INVESTORS LLC | 6.127.696 $ | -678.251 $ | -10,0 % | 6.805.947 $ | +908.968 $ | +15,4 % | 5.896.979 $ | +252.163 $ | +4,5 % | 5.644.816 $ | +109.776 $ | +2,0 % |
| GK Wealth Management LLC | 51.230 $ | -6.753.530 $ | -99,2 % | 6.804.760 $ | ||||||||
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 6.764.510 $ | -17.114 $ | -0,3 % | 6.781.624 $ | +1.123.782 $ | +19,9 % | 5.657.842 $ | +451.437 $ | +8,7 % | 5.206.405 $ | +253.333 $ | +5,1 % |
| Checchi Capital Advisers, LLC | 6.780.659 $ | +103.251 $ | +1,5 % | 6.677.408 $ | +381.176 $ | +6,1 % | 6.296.232 $ | +2.083.906 $ | +49,5 % | |||
| MONEY CONCEPTS CAPITAL CORP | 4.926.471 $ | -1.847.726 $ | -27,3 % | 6.774.197 $ | +4.236.346 $ | +166,9 % | 2.537.851 $ | +405.450 $ | +19,0 % | |||
| ENCOMPASS WEALTH ADVISORS, LLC | 6.773.492 $ | +4.283.619 $ | +172,0 % | 2.489.873 $ | +50.492 $ | +2,1 % | 2.439.381 $ | -8.248 $ | -0,3 % | 2.447.629 $ | -212.033 $ | -8,0 % |
| Asio Capital, LLC | 404.480 $ | -1.698.732 $ | -80,8 % | 2.103.212 $ | -14.481 $ | -0,7 % | 2.117.693 $ | -4.654.230 $ | -68,7 % | 6.771.923 $ | -1.479.455 $ | -17,9 % |
| Fort Henry Capital, LLC | 6.652.546 $ | -119.301 $ | -1,8 % | 6.771.847 $ | +849.598 $ | +14,3 % | 5.922.249 $ | +65.772 $ | +1,1 % | 5.856.477 $ | +319.305 $ | +5,8 % |
| Keating Financial Advisory Services, Inc. | 6.768.631 $ | +1.606.575 $ | +31,1 % | 5.162.056 $ | +1.228.519 $ | +31,2 % | 3.933.537 $ | |||||
| GRAYBILL WEALTH MANAGEMENT, LTD. | 6.755.169 $ | +546.027 $ | +8,8 % | 6.209.142 $ | +243.705 $ | +4,1 % | 5.965.437 $ | +649.302 $ | +12,2 % | |||
| Glass Jacobson Investment Advisors llc | 6.741.239 $ | +822.692 $ | +13,9 % | 5.918.547 $ | +270.435 $ | +4,8 % | 5.648.112 $ | -405.318 $ | -6,7 % | |||
| Sterling Investment Advisors, Ltd. | 6.714.304 $ | +1.344.282 $ | +25,0 % | 5.370.022 $ | +761.186 $ | +16,5 % | 4.608.836 $ | +946.645 $ | +25,8 % | |||
| Sageworth Trust Co | 6.702.042 $ | +1.058.393 $ | +18,8 % | 5.643.649 $ | +211.429 $ | +3,9 % | 5.432.220 $ | +173.457 $ | +3,3 % | |||
| TSA Wealth Managment LLC | 6.701.313 $ | +2.124.009 $ | +46,4 % | 4.577.304 $ | +1.509.769 $ | +49,2 % | 3.067.535 $ | +978.597 $ | +46,8 % | 2.088.938 $ | -2.331.793 $ | -52,7 % |
| Hilltop Holdings Inc. | 6.677.562 $ | +381.584 $ | +6,1 % | 6.295.978 $ | +2.506.116 $ | +66,1 % | 3.789.862 $ | +37.408 $ | +1,0 % | |||
| Exchange Bank | 5.552.172 $ | -68.203 $ | -1,2 % | 5.620.375 $ | -859.922 $ | -13,3 % | 6.480.297 $ | -194.459 $ | -2,9 % | 6.674.756 $ | +28.530 $ | +0,4 % |
| Comprehensive Money Management Services LLC | 6.664.782 $ | +287.129 $ | +4,5 % | 6.377.653 $ | +1.110.973 $ | +21,1 % | 5.266.680 $ | -1.899.185 $ | -26,5 % | |||
| FIFTH THIRD SECURITIES, INC. | 6.664.058 $ | +1.029.195 $ | +18,3 % | 5.634.863 $ | +117.555 $ | +2,1 % | 5.517.308 $ | +50.641 $ | +0,9 % | 5.466.667 $ | -730.099 $ | -11,8 % |
| PURE PORTFOLIOS HOLDINGS LLC | 6.663.017 $ | +182.104 $ | +2,8 % | |||||||||
| Leverty Financial Group, LLC | 6.644.258 $ | +1.596.004 $ | +31,6 % | 5.048.254 $ | +1.192.108 $ | +30,9 % | 3.856.146 $ | +2.399.720 $ | +164,8 % | 1.456.426 $ | +463.341 $ | +46,7 % |
| American Capital Advisory, LLC | 6.630.223 $ | +1.695.729 $ | +34,4 % | 4.934.494 $ | +1.327.484 $ | +36,8 % | 3.607.010 $ | +728.056 $ | +25,3 % | |||
| Brooklyn Investment Group | 6.630.029 $ | +3.418.470 $ | +106,4 % | 3.211.559 $ | ||||||||
| DAVIS R M INC | 5.606.877 $ | -262.280 $ | -4,5 % | 5.869.157 $ | -759.945 $ | -11,5 % | 6.629.102 $ | -416.095 $ | -5,9 % | |||
| Fullerton Advisors, LLC | 6.007.442 $ | -606.958 $ | -9,2 % | 6.614.400 $ | +300.346 $ | +4,8 % | 6.314.054 $ | +466.915 $ | +8,0 % | 5.847.139 $ | ||
| Kastel Capital Advisors, LLC | 6.599.987 $ | +100.627 $ | +1,5 % | 6.499.360 $ | +0 $ | +0,0 % | 6.499.360 $ | |||||
| BANK OF NOVA SCOTIA | 6.575.256 $ | |||||||||||
| TWO SIGMA SECURITIES, LLC | 1.339.814 $ | -5.228.539 $ | -79,6 % | 6.568.353 $ | +965.888 $ | +17,2 % | 5.602.465 $ | +241.365 $ | +4,5 % | |||
| StrongBox Wealth, LLC | 6.566.659 $ | +595.669 $ | +10,0 % | 5.970.990 $ | +381.981 $ | +6,8 % | 5.589.009 $ | +451.150 $ | +8,8 % | |||
| MAGNOLIA CAPITAL ADVISORS LLC | 6.536.095 $ | +1.061.305 $ | +19,4 % | 5.474.790 $ | +5.212.927 $ | +1.990,7 % | 261.863 $ | |||||
| EFG International AG | 6.535.912 $ | +1.019.561 $ | +18,5 % | 5.516.351 $ | +5.295.101 $ | +2.393,3 % | 221.250 $ | |||||
| Family Manage LLC | 6.529.700 $ | +786.357 $ | +13,7 % | 5.743.343 $ | +2.759.932 $ | +92,5 % | 2.983.411 $ | -781.662 $ | -20,8 % | |||
| Dogwood Wealth Management LLC | 6.464.581 $ | +153.566 $ | +2,4 % | 6.311.015 $ | +164.153 $ | +2,7 % | 6.146.862 $ | -829.294 $ | -11,9 % | |||
| SHUFRO ROSE & CO LLC | 6.427.272 $ | +62.284 $ | +1,0 % | 6.364.988 $ | -21.773 $ | -0,3 % | 6.386.761 $ | +1.061.148 $ | +19,9 % | |||
| Aerodigm Wealth, LLC | 6.418.324 $ | +507.030 $ | +8,6 % | 5.911.294 $ | +451.557 $ | +8,3 % | 5.459.737 $ | +739.304 $ | +15,7 % | 4.720.433 $ | +460.574 $ | +10,8 % |
| Balefire, LLC | 6.413.338 $ | +1.202.294 $ | +23,1 % | 5.211.044 $ | +1.866.696 $ | +55,8 % | 3.344.348 $ | +1.242.451 $ | +59,1 % | 2.101.897 $ | -52.927 $ | -2,5 % |
| APPLETON PARTNERS INC/MA | 5.685.000 $ | -716.000 $ | -11,2 % | 6.401.000 $ | +310.000 $ | +5,1 % | 6.091.000 $ | +46.000 $ | +0,8 % | |||
| PRECEDENT WEALTH PARTNERS, LLC | 6.378.221 $ | +335.027 $ | +5,5 % | 6.043.194 $ | +278.719 $ | +4,8 % | 5.764.475 $ | +519.834 $ | +9,9 % | 5.244.641 $ | -60.797 $ | -1,1 % |
| Heritage Wealth Management, Inc. /CA/ | 6.362.977 $ | +980.215 $ | +18,2 % | 5.382.762 $ | -79.728 $ | -1,5 % | 5.462.490 $ | +225.961 $ | +4,3 % | |||
| RFP Financial Group LLC | 6.344.652 $ | -5.313.561 $ | -45,6 % | |||||||||
| Manuka Financial, LLC | 6.334.851 $ | +166.697 $ | +2,7 % | 6.168.154 $ | +878.239 $ | +16,6 % | 5.289.915 $ | +378.346 $ | +7,7 % | 4.911.569 $ | -111.081 $ | -2,2 % |
| Boltwood Capital Management | 6.322.499 $ | -4.984 $ | -0,1 % | 6.327.483 $ | +108.648 $ | +1,7 % | 6.218.835 $ | -78.380 $ | -1,2 % | 6.297.215 $ | +145.540 $ | +2,4 % |
| Sharkey, Howes & Javer | 6.297.177 $ | +67.382 $ | +1,1 % | 6.229.795 $ | +659.134 $ | +11,8 % | 5.570.661 $ | +327.141 $ | +6,2 % | 5.243.520 $ | +542.017 $ | +11,5 % |
| Brookwood Investment Group LLC | 6.263.932 $ | +2.135.762 $ | +51,7 % | 4.128.170 $ | +1.116.262 $ | +37,1 % | 3.011.908 $ | +524.469 $ | +21,1 % | |||
| Snowden Capital Advisors LLC | 6.253.583 $ | +90.526 $ | +1,5 % | 6.163.057 $ | +50.522 $ | +0,8 % | 6.112.535 $ | +201.344 $ | +3,4 % | |||
| Somnio Financial Group, LLC | 6.238.624 $ | +169.285 $ | +2,8 % | 6.069.339 $ | +40.974 $ | +0,7 % | 6.028.365 $ | +349.786 $ | +6,2 % | |||
| Hudson Oak Wealth Advisory LLC | 6.223.370 $ | +73.171 $ | +1,2 % | 6.150.199 $ | +636.842 $ | +11,6 % | 5.513.357 $ | +148.182 $ | +2,8 % | 5.365.175 $ | ||
| Ballast Rock Private Wealth LLC | 4.665.465 $ | -1.553.445 $ | -25,0 % | 6.218.910 $ | +2.983.394 $ | +92,2 % | 3.235.516 $ | |||||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1.873.943 $ | -4.341.876 $ | -69,9 % | 6.215.819 $ | +315.681 $ | +5,4 % | 5.900.138 $ | +181.827 $ | +3,2 % | |||
| Thayer Financial, L.L.C. | 6.213.532 $ | +155.157 $ | +2,6 % | 6.058.375 $ | +822.387 $ | +15,7 % | 5.235.988 $ | +232.931 $ | +4,7 % | 5.003.057 $ | ||
| Shotwell Rutter Baer Inc | 6.113.698 $ | -98.797 $ | -1,6 % | 6.212.495 $ | +131.226 $ | +2,2 % | 6.081.269 $ | +269.816 $ | +4,6 % | 5.811.453 $ | +446.715 $ | +8,3 % |
| FMB WEALTH MANAGEMENT | 4.336.596 $ | +351.070 $ | +8,8 % | 3.985.526 $ | -2.226.527 $ | -35,8 % | 6.212.053 $ | +775.577 $ | +14,3 % | |||
| Nalls Sherbakoff Group, LLC | 5.854.953 $ | -53.450 $ | -0,9 % | 5.908.403 $ | -299.127 $ | -4,8 % | 6.207.530 $ | -747.911 $ | -10,8 % | |||
| Financial Planning Fort Collins, LLC | 5.419.244 $ | -697.060 $ | -11,4 % | 6.116.304 $ | +244.530 $ | +4,2 % | 5.871.774 $ | -318.989 $ | -5,2 % | 6.190.763 $ | ||
| ELEVATION WEALTH PARTNERS, LLC | 6.187.118 $ | +6.037.343 $ | +4.030,9 % | 149.775 $ | +98 $ | +0,1 % | 149.677 $ | +184 $ | +0,1 % | 149.493 $ | -124.599 $ | -45,5 % |
| Outlook Wealth Advisors, LLC | 5.615.401 $ | +43.659 $ | +0,8 % | 5.571.742 $ | -613.622 $ | -9,9 % | 6.185.364 $ | -29.465 $ | -0,5 % | |||
| KM Capital Management Ltd. | 3.084.576 $ | +569.334 $ | +22,6 % | 2.515.242 $ | -3.666.599 $ | -59,3 % | 6.181.841 $ | -621.108 $ | -9,1 % | |||
| StoneX Group Inc. | 5.904.189 $ | -276.345 $ | -4,5 % | 6.180.534 $ | +2.375.913 $ | +62,4 % | 3.804.621 $ | -1.524.917 $ | -28,6 % | |||
| AMARA FINANCIAL, LLC. | 6.179.713 $ | +48.994 $ | +0,8 % | 6.130.719 $ | +500.404 $ | +8,9 % | 5.630.315 $ | +560.104 $ | +11,0 % | |||
| Lodestone Wealth Management LLC | 6.172.850 $ | +59.453 $ | +1,0 % | 6.113.397 $ | +564.076 $ | +10,2 % | 5.549.321 $ | +270.531 $ | +5,1 % | 5.278.790 $ | +33.643 $ | +0,6 % |
| GC Wealth Management RIA, LLC | 5.229.477 $ | -917.175 $ | -14,9 % | 6.146.652 $ | +1.342.039 $ | +27,9 % | 4.804.613 $ | +9.335 $ | +0,2 % | |||
| Columbia Bank | 6.116.499 $ | -27.507 $ | -0,4 % | 6.144.006 $ | +69.933 $ | +1,2 % | 6.074.073 $ | +575.983 $ | +10,5 % | |||
| SkyOak Wealth, LLC | 5.150.120 $ | +292.707 $ | +6,0 % | 4.857.413 $ | -1.280.322 $ | -20,9 % | 6.137.735 $ | +277.125 $ | +4,7 % | |||
| Ariadne Wealth Management, LP | 3.506.153 $ | -873.156 $ | -19,9 % | 4.379.309 $ | -1.751.516 $ | -28,6 % | 6.130.825 $ | -1.108.922 $ | -15,3 % | |||
| COURIER CAPITAL LLC | 6.119.688 $ | +372.238 $ | +6,5 % | 5.747.450 $ | +257.421 $ | +4,7 % | 5.490.029 $ | +171.407 $ | +3,2 % | 5.318.622 $ | -660.729 $ | -11,1 % |
| Garden State Investment Advisory Services LLC | 4.128.677 $ | -1.990.866 $ | -32,5 % | 6.119.543 $ | +264.767 $ | +4,5 % | 5.854.776 $ | +873.739 $ | +17,5 % | |||
| CULLEN/FROST BANKERS, INC. | 1.095.722 $ | +114.915 $ | +11,7 % | 980.807 $ | -5.108.032 $ | -83,9 % | 6.088.839 $ | +5.656.426 $ | +1.308,1 % | |||
| Krilogy Financial LLC | 6.082.057 $ | +395.887 $ | +7,0 % | 5.686.170 $ | +374.018 $ | +7,0 % | 5.312.152 $ | -623.780 $ | -10,5 % | 5.935.932 $ | +1.386.144 $ | +30,5 % |
| Crescent Grove Advisors, LLC | 6.081.885 $ | +647.341 $ | +11,9 % | 5.434.544 $ | -943 $ | -0,0 % | 5.435.487 $ | +452.127 $ | +9,1 % | 4.983.360 $ | -82.956 $ | -1,6 % |
| OAK FAMILY ADVISORS, LLC | 6.081.870 $ | +471.287 $ | +8,4 % | 5.610.583 $ | +428.045 $ | +8,3 % | 5.182.538 $ | +487.424 $ | +10,4 % | 4.695.114 $ | +3.157.654 $ | +205,4 % |
| North Capital, Inc. | 5.831.305 $ | -237.494 $ | -3,9 % | 6.068.799 $ | +1.102.831 $ | +22,2 % | 4.965.968 $ | +334.790 $ | +7,2 % | 4.631.178 $ | +153.661 $ | +3,4 % |
| SILVER OAK SECURITIES, INCORPORATED | 4.248.143 $ | -1.204.763 $ | -22,1 % | 5.452.906 $ | -612.861 $ | -10,1 % | 6.065.767 $ | +1.500.492 $ | +32,9 % | |||
| Wayfinding Financial, LLC | 6.065.000 $ | +210.000 $ | +3,6 % | 5.855.000 $ | +738.000 $ | +14,4 % | 5.117.000 $ | +257.000 $ | +5,3 % | |||
| SACKS & ASSOCIATES, LLC | 5.995.539 $ | -54.806 $ | -0,9 % | 6.050.345 $ | +624.714 $ | +11,5 % | 5.425.631 $ | +148.617 $ | +2,8 % | 5.277.014 $ | ||
| Navigoe, LLC | 6.050.000 $ | +1.004.000 $ | +19,9 % | 5.046.000 $ | +370.000 $ | +7,9 % | 4.676.000 $ | +103.000 $ | +2,3 % | |||
| Mayflower Financial Advisors, LLC | 6.048.645 $ | +50.380 $ | +0,8 % | 5.998.265 $ | +71.631 $ | +1,2 % | 5.926.634 $ | +473.119 $ | +8,7 % | |||
| McAdam, LLC | 4.730.087 $ | +712.695 $ | +17,7 % | 4.017.392 $ | -2.023.126 $ | -33,5 % | 6.040.518 $ | +112.942 $ | +1,9 % | 5.927.576 $ | +1.005.718 $ | +20,4 % |
| Red Mountain Financial, LLC | 6.021.333 $ | +1.290.611 $ | +27,3 % | 4.730.722 $ | +537.277 $ | +12,8 % | 4.193.445 $ | +513.456 $ | +14,0 % | |||
| Linscomb Wealth, Inc. | 6.017.854 $ | +819.788 $ | +15,8 % | 5.198.066 $ | +357.218 $ | +7,4 % | 4.840.848 $ | +352.768 $ | +7,9 % | |||
| PINKERTON WEALTH, LLC | 5.728.435 $ | +30.565 $ | +0,5 % | 5.697.870 $ | -319.322 $ | -5,3 % | 6.017.192 $ | +139.982 $ | +2,4 % | |||
| Evanson Financial, LLC | 5.995.844 $ | |||||||||||
| 5T Wealth, LLC | 5.994.660 $ | +664.421 $ | +12,5 % | 5.330.239 $ | +16.892 $ | +0,3 % | 5.313.347 $ | +3.103.446 $ | +140,4 % | |||
| TABLEAUX LLC | 5.992.244 $ | +334.461 $ | +5,9 % | 5.657.783 $ | +1.895.641 $ | +50,4 % | 3.762.142 $ | -2.590.004 $ | -40,8 % | |||
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 5.991.468 $ | +1.256.136 $ | +26,5 % | 4.735.332 $ | -45.046 $ | -0,9 % | 4.780.378 $ | +200.323 $ | +4,4 % | |||
| Prudent Investor Advisors, LLC | 5.982.878 $ | |||||||||||
| ONE Advisory Partners, LLC | 4.145.791 $ | -97.128 $ | -2,3 % | 4.242.919 $ | -1.434.981 $ | -25,3 % | 5.677.900 $ | -294.951 $ | -4,9 % | 5.972.851 $ | +513.844 $ | +9,4 % |
| Hurlow Wealth Management Group, Inc. | 5.963.846 $ | +219.880 $ | +3,8 % | 5.743.966 $ | +372.715 $ | +6,9 % | 5.371.251 $ | +421.557 $ | +8,5 % | |||
| Biltmore Family Office, LLC | 5.080.878 $ | -861.222 $ | -14,5 % | 5.942.100 $ | +70.877 $ | +1,2 % | 5.871.223 $ | +724.774 $ | +14,1 % | |||
| Forum Financial Management, LP | 5.579.475 $ | -358.629 $ | -6,0 % | 5.938.104 $ | +1.811.895 $ | +43,9 % | 4.126.209 $ | -248.883 $ | -5,7 % | 4.375.092 $ | +139.587 $ | +3,3 % |
| Ledgewood Wealth Advisors, LLC | 5.797.169 $ | -134.006 $ | -2,3 % | 5.931.175 $ | +1.258.550 $ | +26,9 % | 4.672.625 $ | +171.359 $ | +3,8 % | 4.501.266 $ | -94.884 $ | -2,1 % |
| BUILDER INVESTMENT GROUP INC /ADV | 5.827.230 $ | -103.316 $ | -1,7 % | 5.930.546 $ | +688.634 $ | +13,1 % | 5.241.912 $ | +7.699 $ | +0,1 % | 5.234.213 $ | +415.163 $ | +8,6 % |
| Grey Ledge Advisors, LLC | 5.515.903 $ | -411.980 $ | -6,9 % | 5.927.883 $ | +250.162 $ | +4,4 % | 5.677.721 $ | +669.479 $ | +13,4 % | |||
| Tillman Hartley LLC | 5.920.837 $ | +712.144 $ | +13,7 % | 5.208.693 $ | +818.189 $ | +18,6 % | 4.390.504 $ | +120.439 $ | +2,8 % | |||
| Veratis Advisors, Inc. | 5.916.991 $ | +160.535 $ | +2,8 % | 5.756.456 $ | ||||||||
| ERn Financial, LLC | 5.911.475 $ | +533.501 $ | +9,9 % | 5.377.974 $ | +734.715 $ | +15,8 % | 4.643.259 $ | +180.771 $ | +4,1 % | |||
| Ironwood Wealth Management, LLC. | 5.903.943 $ | +1.215.489 $ | +25,9 % | 4.688.454 $ | +37.024 $ | +0,8 % | 4.651.430 $ | +39.272 $ | +0,9 % | |||
| Ducere Wealth Management LLC | 4.926.834 $ | -492.902 $ | -9,1 % | 5.419.736 $ | -470.306 $ | -8,0 % | 5.890.042 $ | |||||
| SHEETS SMITH WEALTH MANAGEMENT | 5.748.520 $ | +97.115 $ | +1,7 % | 5.651.405 $ | -232.389 $ | -3,9 % | 5.883.794 $ | +66.113 $ | +1,1 % | 5.817.681 $ | -104.668 $ | -1,8 % |
| J HAGAN CAPITAL, INC. | 5.883.740 $ | +329.244 $ | +5,9 % | 5.554.496 $ | +970.228 $ | +21,2 % | 4.584.268 $ | |||||
| Pettinga Financial Advisors LLC | 5.562.391 $ | -307.542 $ | -5,2 % | 5.869.933 $ | +872.185 $ | +17,5 % | 4.997.748 $ | +194.037 $ | +4,0 % | 4.803.711 $ | +94.983 $ | +2,0 % |
| Claro Advisors Inc. | 5.869.188 $ | +399.400 $ | +7,3 % | 5.469.788 $ | +22.914 $ | +0,4 % | 5.446.874 $ | +2.558.788 $ | +88,6 % | |||
| Physician Wealth Solutions Inc. | 5.860.294 $ | +2.157.784 $ | +58,3 % | 3.702.510 $ | +25.703 $ | +0,7 % | 3.676.807 $ | +181.520 $ | +5,2 % | 3.495.287 $ | -3.586 $ | -0,1 % |
| True Vision MN LLC | 5.850.776 $ | +812.000 $ | +16,1 % | 5.038.776 $ | +150.885 $ | +3,1 % | ||||||
| Lebenthal Global Advisors, LLC | 5.830.651 $ | |||||||||||
| TruNorth Capital Management, LLC | 2.011.749 $ | -3.814.473 $ | -65,5 % | 5.826.222 $ | +1.051.278 $ | +22,0 % | 4.774.944 $ | +262.227 $ | +5,8 % | 4.512.717 $ | +454.392 $ | +11,2 % |
| Union Bancaire Privee, UBP SA | 5.803.459 $ | +9.463 $ | +0,2 % | 5.793.996 $ | +159.072 $ | +2,8 % | 5.634.924 $ | +4.195.525 $ | +291,5 % | |||
| Seaside Wealth Management, Inc. | 5.798.007 $ | +159.493 $ | +2,8 % | 5.638.514 $ | -87.787 $ | -1,5 % | 5.726.301 $ | -32.710 $ | -0,6 % | |||
| Aspirean Wealth, LLC | 5.797.793 $ | +635.407 $ | +12,3 % | 5.162.386 $ | +146.788 $ | +2,9 % | 5.015.598 $ | |||||
| Spartan Wealth Advisory Services LLC | 5.796.628 $ | +1.041.108 $ | +21,9 % | 4.755.520 $ | ||||||||
| PRAIRIE ADVISORY, LLC | 5.792.268 $ | +3.116.423 $ | +116,5 % | 2.675.845 $ | ||||||||
| Perennial Investment Advisors, LLC | 5.787.178 $ | +863.559 $ | +17,5 % | 4.923.619 $ | +349.048 $ | +7,6 % | 4.574.571 $ | +648.802 $ | +16,5 % | |||
| MassMutual Private Wealth & Trust, FSB | 5.347.871 $ | -410.289 $ | -7,1 % | 5.758.160 $ | +177.044 $ | +3,2 % | 5.581.116 $ | +811.895 $ | +17,0 % | 4.769.221 $ | -55.165 $ | -1,1 % |
| Oasis Advisors, LLC | 948.397 $ | +192.224 $ | +25,4 % | 756.173 $ | -5.000.126 $ | -86,9 % | 5.756.299 $ | +3.436.380 $ | +148,1 % | 2.319.919 $ | ||
| Wealth Architects, LLC | 5.755.984 $ | +346.943 $ | +6,4 % | 5.409.041 $ | +483.734 $ | +9,8 % | 4.925.307 $ | +209.239 $ | +4,4 % | |||
| Canvas Wealth Advisors, LLC | 4.742.950 $ | -1.009.055 $ | -17,5 % | 5.752.005 $ | +2.151.538 $ | +59,8 % | 3.600.467 $ | +602.964 $ | +20,1 % | |||
| AlphaStar Capital Management, LLC | 5.587.923 $ | -151.000 $ | -2,6 % | 5.738.923 $ | +979.391 $ | +20,6 % | 4.759.532 $ | +586.656 $ | +14,1 % | 4.172.876 $ | +1.711.359 $ | +69,5 % |
| True Freedom Investing, LLC | 5.657.742 $ | -52.087 $ | -0,9 % | 5.709.829 $ | +67.345 $ | +1,2 % | 5.642.484 $ | |||||
| NOVEM GROUP | 5.706.082 $ | +41.508 $ | +0,7 % | 5.664.574 $ | +511.419 $ | +9,9 % | 5.153.155 $ | +948.468 $ | +22,6 % | 4.204.687 $ | +121.660 $ | +3,0 % |
| Main Street Financial Solutions, LLC | 5.698.113 $ | +464.317 $ | +8,9 % | 5.233.796 $ | +188.911 $ | +3,7 % | 5.044.885 $ | +1.214.413 $ | +31,7 % | |||
| Cyndeo Wealth Partners, LLC | 5.673.150 $ | +940.535 $ | +19,9 % | 4.732.615 $ | -203.567 $ | -4,1 % | 4.936.182 $ | -58.038 $ | -1,2 % | 4.994.220 $ | +999.241 $ | +25,0 % |
| BECKER CAPITAL MANAGEMENT INC | 5.663.798 $ | +282.639 $ | +5,3 % | 5.381.159 $ | +1.928.619 $ | +55,9 % | 3.452.540 $ | +284.792 $ | +9,0 % | |||
| PEAK FINANCIAL ADVISORS LLC | 792.210 $ | -4.861.993 $ | -86,0 % | 5.654.203 $ | ||||||||
| Passive Capital Management, LLC. | 5.645.566 $ | +247.628 $ | +4,6 % | 5.397.938 $ | -247.628 $ | -4,4 % | 5.645.566 $ | -75.359 $ | -1,3 % | |||
| GenTrust, LLC | 5.280.432 $ | +66.056 $ | +1,3 % | 5.214.376 $ | -415.536 $ | -7,4 % | 5.629.912 $ | -599.323 $ | -9,6 % | |||
| LifeGoal Investments, LLC | 5.418.018 $ | -207.026 $ | -3,7 % | 5.625.044 $ | +1.225.508 $ | +27,9 % | 4.399.536 $ | +402.638 $ | +10,1 % | 3.996.898 $ | +738.225 $ | +22,7 % |
| Wills Financial Group LLC | 5.402.720 $ | -214.219 $ | -3,8 % | 5.616.939 $ | +2.547.855 $ | +83,0 % | 3.069.084 $ | |||||
| POINCIANA ADVISORS GROUP, LLC | 5.603.197 $ | +162.730 $ | +3,0 % | 5.440.467 $ | +199.124 $ | +3,8 % | 5.241.343 $ | -216.969 $ | -4,0 % | |||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1.001.943 $ | -399.149 $ | -28,5 % | 1.401.092 $ | -293.311 $ | -17,3 % | 1.694.403 $ | -3.908.394 $ | -69,8 % | 5.602.797 $ | +2.576.371 $ | +85,1 % |
| Providence Capital Advisors, LLC | 5.592.241 $ | -7.858 $ | -0,1 % | 5.600.099 $ | +181.890 $ | +3,4 % | 5.418.209 $ | +201.476 $ | +3,9 % | |||
| BELLEVUE ASSET MANAGEMENT, LLC | 5.500.869 $ | +442.248 $ | +8,7 % | 5.058.621 $ | -532.040 $ | -9,5 % | 5.590.661 $ | +286.385 $ | +5,4 % | |||
| Armor Investment Advisors, LLC | 5.581.183 $ | +207.212 $ | +3,9 % | 5.373.971 $ | +32.473 $ | +0,6 % | 5.341.498 $ | -1.052.156 $ | -16,5 % | |||
| TRAPHAGEN INVESTMENT ADVISORS LLC | 3.566.213 $ | -927.441 $ | -20,6 % | 4.493.654 $ | -617.052 $ | -12,1 % | 5.110.706 $ | -466.585 $ | -8,4 % | 5.577.291 $ | +476.631 $ | +9,3 % |
| Advocacy Wealth Management, LLC | 4.659.909 $ | -901.409 $ | -16,2 % | 5.561.318 $ | +268.719 $ | +5,1 % | 5.292.599 $ | -631.079 $ | -10,7 % | |||
| Golden State Wealth Management, LLC | 5.552.452 $ | +3.368.627 $ | +154,3 % | 2.183.825 $ | -466.818 $ | -17,6 % | 2.650.643 $ | +932.933 $ | +54,3 % | |||
| ARK & TLK INVESTMENTS, LLC | 5.543.603 $ | +311.050 $ | +5,9 % | 5.232.553 $ | +334.037 $ | +6,8 % | 4.898.516 $ | +164.888 $ | +3,5 % | 4.733.628 $ | +219.610 $ | +4,9 % |
| Mustard Seed Financial, LLC | 5.523.076 $ | +1.162.241 $ | +26,7 % | 4.360.835 $ | +329.259 $ | +8,2 % | 4.031.576 $ | +264.771 $ | +7,0 % | |||
| Keystone Financial Group | 5.514.626 $ | +4.479.015 $ | +432,5 % | 1.035.611 $ | +796.474 $ | +333,1 % | 239.137 $ | -164.137 $ | -40,7 % | |||
| AmeriServ Wealth Advisors | 2.029.373 $ | -1.167.583 $ | -36,5 % | 3.196.956 $ | -1.764.812 $ | -35,6 % | 4.961.768 $ | -531.617 $ | -9,7 % | 5.493.385 $ | -2.203.600 $ | -28,6 % |
| Trinity Legacy Partners, LLC | 5.480.974 $ | +276.431 $ | +5,3 % | 5.204.543 $ | +145.290 $ | +2,9 % | 5.059.253 $ | +132.982 $ | +2,7 % | |||
| Gutierrez Wealth Advisory, LLC | 3.882.927 $ | -1.595.056 $ | -29,1 % | 5.477.983 $ | +82.667 $ | +1,5 % | 5.395.316 $ | +156.435 $ | +3,0 % | |||
| Noble Wealth Partners LLC | 5.474.796 $ | |||||||||||
| Bigelow Investment Advisors, LLC | 5.390.251 $ | -69.071 $ | -1,3 % | 5.459.322 $ | +91.867 $ | +1,7 % | 5.367.455 $ | +595.263 $ | +12,5 % | 4.772.192 $ | +779.837 $ | +19,5 % |
| WealthPLAN Partners, LLC | 5.430.940 $ | +327.943 $ | +6,4 % | 5.102.997 $ | +2.735.365 $ | +115,5 % | 2.367.632 $ | +1.852.682 $ | +359,8 % | 514.950 $ | ||
| Investment Advisory Group, LLC | 5.429.386 $ | +421.967 $ | +8,4 % | 5.007.419 $ | +180.070 $ | +3,7 % | 4.827.349 $ | +546.776 $ | +12,8 % | |||
| Squire Investment Management Company, LLC | 5.419.958 $ | +496.825 $ | +10,1 % | 4.923.133 $ | +485.472 $ | +10,9 % | 4.437.661 $ | +165.328 $ | +3,9 % | |||
| Genesis Wealth Advisors, LLC | 5.399.683 $ | +439.885 $ | +8,9 % | 4.959.798 $ | +327.833 $ | +7,1 % | 4.631.965 $ | -67.515 $ | -1,4 % | |||
| CFO4Life Group, LLC | 5.082.302 $ | -1.711 $ | -0,0 % | 5.084.013 $ | -310.883 $ | -5,8 % | 5.394.896 $ | -289.901 $ | -5,1 % | |||
| EAGLE GLOBAL ADVISORS LLC | 5.382.053 $ | +392.809 $ | +7,9 % | 4.989.244 $ | -9.725 $ | -0,2 % | 4.998.969 $ | +1.307.485 $ | +35,4 % | |||
| Bay Harbor Wealth Management, LLC | 5.375.186 $ | +1.052.610 $ | +24,4 % | 4.322.576 $ | +74.048 $ | +1,7 % | 4.248.528 $ | +306.369 $ | +7,8 % | |||
| NTV ASSET MANAGEMENT LLC | 5.355.136 $ | +20.484 $ | +0,4 % | 5.334.652 $ | -16.480 $ | -0,3 % | 5.351.132 $ | +187.867 $ | +3,6 % | |||
| Cranbrook Wealth Management, LLC | 5.352.500 $ | +211.331 $ | +4,1 % | 5.141.169 $ | +373.723 $ | +7,8 % | 4.767.446 $ | +40.553 $ | +0,9 % | |||
| Sculati Wealth Management, LLC | 5.344.442 $ | +381.594 $ | +7,7 % | 4.962.848 $ | +475.585 $ | +10,6 % | 4.487.263 $ | +246.649 $ | +5,8 % | 4.240.614 $ | +292.364 $ | +7,4 % |
| Ironwood Investment Counsel, LLC | 5.322.125 $ | +3.352.105 $ | +170,2 % | 1.970.020 $ | -1.989.597 $ | -50,2 % | 3.959.617 $ | -1.355.478 $ | -25,5 % | |||
| PANORAMIC INVESTMENT ADVISORS, LLC | 5.312.933 $ | +24.710 $ | +0,5 % | 5.288.223 $ | +158.829 $ | +3,1 % | 5.129.394 $ | +610.188 $ | +13,5 % | |||
| LOWE BROCKENBROUGH & CO INC | 5.310.375 $ | +64.812 $ | +1,2 % | 5.245.563 $ | -8.657 $ | -0,2 % | 5.254.220 $ | -597.256 $ | -10,2 % | |||
| Level Financial Advisors | 4.579.888 $ | -730.256 $ | -13,8 % | 5.310.144 $ | +371.559 $ | +7,5 % | 4.938.585 $ | -60.082 $ | -1,2 % | 4.998.667 $ | -100.943 $ | -2,0 % |
| Venturi Wealth Management, LLC | 5.253.979 $ | -33.046 $ | -0,6 % | 5.287.025 $ | +537.463 $ | +11,3 % | 4.749.562 $ | -2.339.776 $ | -33,0 % | |||
| HIGHLINE WEALTH PARTNERS LLC | 5.279.914 $ | +1.099.887 $ | +26,3 % | 4.180.027 $ | +394.255 $ | +10,4 % | 3.785.772 $ | +153.272 $ | +4,2 % | 3.632.500 $ | +254.857 $ | +7,5 % |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 5.276.333 $ | +3.393.800 $ | +180,3 % | 1.882.533 $ | +137.271 $ | +7,9 % | 1.745.262 $ | +112.801 $ | +6,9 % | |||
| Evanson Asset Management, LLC | 4.631.537 $ | -643.821 $ | -12,2 % | 5.275.358 $ | +374.613 $ | +7,6 % | ||||||
| Financial Gravity Companies, Inc. | 5.274.173 $ | |||||||||||
| WATERSHED PRIVATE WEALTH LLC | 4.495.557 $ | +389.684 $ | +9,5 % | 4.105.873 $ | -1.164.870 $ | -22,1 % | 5.270.743 $ | +108.617 $ | +2,1 % | |||
| MAIMON WEALTH MANAGEMENT LTD. | 5.266.137 $ | +753.496 $ | +16,7 % | 4.512.641 $ | -422.703 $ | -8,6 % | 4.935.344 $ | |||||
| Ancora Advisors LLC | 4.550.856 $ | -461.129 $ | -9,2 % | 5.011.985 $ | -251.597 $ | -4,8 % | 5.263.582 $ | +317.198 $ | +6,4 % | |||
| PAYDEN & RYGEL | 5.257.000 $ | |||||||||||
| ASHFORD CAPITAL MANAGEMENT INC | 5.245.905 $ | |||||||||||
| MCDONALD PARTNERS LLC | 5.244.153 $ | +2.619.390 $ | +99,8 % | 2.624.763 $ | +1.500.741 $ | +133,5 % | 1.124.022 $ | +378.838 $ | +50,8 % | |||
| Aventus Investment Advisors, Inc. | 5.169.671 $ | -65.826 $ | -1,3 % | 5.235.497 $ | +1.328.502 $ | +34,0 % | 3.906.995 $ | +114.336 $ | +3,0 % | 3.792.659 $ | +35.749 $ | +1,0 % |
| Engineers Gate Manager LP | 1.958.953 $ | -3.258.586 $ | -62,5 % | 5.217.539 $ | +3.523.455 $ | +208,0 % | 1.694.084 $ | -1.436.719 $ | -45,9 % | |||
| Vannoy Advisory Group, Inc. | 5.185.239 $ | +110.526 $ | +2,2 % | 5.074.713 $ | -117.766 $ | -2,3 % | 5.192.479 $ | +75.102 $ | +1,5 % | |||
| JOURNEY STRATEGIC WEALTH LLC | 5.191.077 $ | +292.401 $ | +6,0 % | 4.898.676 $ | +262.036 $ | +5,7 % | ||||||
| Wealth Alliance Advisory Group, LLC | 375.688 $ | -24.228 $ | -6,1 % | 399.916 $ | +5.463 $ | +1,4 % | 394.453 $ | -4.772.978 $ | -92,4 % | 5.167.431 $ | -418.917 $ | -7,5 % |
| Investment Research Partners LLC | 5.162.949 $ | +948.608 $ | +22,5 % | 4.214.341 $ | +459.584 $ | +12,2 % | 3.754.757 $ | +485.115 $ | +14,8 % | 3.269.642 $ | +302.854 $ | +10,2 % |
| Thrive Wealth Management, LLC | 5.152.733 $ | -9.763 $ | -0,2 % | 5.162.496 $ | +1.049.787 $ | +25,5 % | 4.112.709 $ | +469.437 $ | +12,9 % | 3.643.272 $ | +33.655 $ | +0,9 % |
| EJMK Ventures LLC | 5.082.742 $ | -51.221 $ | -1,0 % | 5.133.963 $ | +4.577.195 $ | +822,1 % | 556.768 $ | -262.449 $ | -32,0 % | 819.217 $ | ||
| J.Safra Asset Management Corp | 4.940.319 $ | -17.741 $ | -0,4 % | 4.958.060 $ | -167.574 $ | -3,3 % | 5.125.634 $ | +522.438 $ | +11,3 % | |||
| Destiny Wealth Partners, LLC | 4.767.466 $ | -352.196 $ | -6,9 % | 5.119.662 $ | +372.463 $ | +7,8 % | 4.747.199 $ | -947.242 $ | -16,6 % | |||
| Life Planning Partners, Inc | 5.116.614 $ | +165.274 $ | +3,3 % | 4.951.340 $ | +179.438 $ | +3,8 % | 4.771.902 $ | +39.957 $ | +0,8 % | |||
| IRON Financial LLC | 5.111.038 $ | +64.824 $ | +1,3 % | 5.046.214 $ | +244.572 $ | +5,1 % | 4.801.642 $ | +4.048.004 $ | +537,1 % | |||
| CAPITAL MANAGEMENT CORP /VA | 5.102.499 $ | +354.783 $ | +7,5 % | 4.747.716 $ | +211.254 $ | +4,7 % | 4.536.462 $ | -128.849 $ | -2,8 % | |||
| Spinnaker Investment Group, LLC | 5.095.748 $ | +378.834 $ | +8,0 % | 4.716.914 $ | +948.318 $ | +25,2 % | 3.768.596 $ | -387.180 $ | -9,3 % | 4.155.776 $ | +1.606.150 $ | +63,0 % |
| DRAVO BAY LLC | 4.966.448 $ | -124.188 $ | -2,4 % | 5.090.636 $ | +230.306 $ | +4,7 % | 4.860.330 $ | +165.448 $ | +3,5 % | |||
| M Holdings Securities, Inc. | 5.087.000 $ | +643.000 $ | +14,5 % | 4.444.000 $ | +2.463.000 $ | +124,3 % | ||||||
| Detalus Advisors, LLC | 5.074.310 $ | +3.245.846 $ | +177,5 % | 1.828.464 $ | -504.819 $ | -21,6 % | 2.333.283 $ | -220.112 $ | -8,6 % | 2.553.395 $ | +457.352 $ | +21,8 % |
| Beirne Wealth Consulting Services, LLC | 4.900.527 $ | -166.175 $ | -3,3 % | 5.066.702 $ | +900.105 $ | +21,6 % | 4.166.597 $ | +1.841.064 $ | +79,2 % | 2.325.533 $ | +67.574 $ | +3,0 % |
| Hennion & Walsh Asset Management, Inc. | 5.055.112 $ | +180.492 $ | +3,7 % | 4.874.620 $ | +331.573 $ | +7,3 % | 4.543.047 $ | -242.212 $ | -5,1 % | 4.785.259 $ | +493.283 $ | +11,5 % |
| MorganRosel Wealth Management, LLC | 5.050.398 $ | +4.323.978 $ | +595,2 % | 726.420 $ | -5.805 $ | -0,8 % | ||||||
| Privatperson | 5.048.515 $ | +658.432 $ | +15,0 % | 4.390.083 $ | +237.195 $ | +5,7 % | 4.152.888 $ | |||||
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 5.043.423 $ | +4.796.446 $ | +1.942,1 % | 246.977 $ | +9.046 $ | +3,8 % | 237.931 $ | +8.002 $ | +3,5 % | |||
| AMES NATIONAL CORP | 5.023.151 $ | +215.763 $ | +4,5 % | 4.807.388 $ | +328.093 $ | +7,3 % | 4.479.295 $ | +61.119 $ | +1,4 % | |||
| GLR Partners, LLC | 5.019.720 $ | +463.231 $ | +10,2 % | 4.556.489 $ | ||||||||
| EHRLICH FINANCIAL GROUP | 4.612.402 $ | +157.468 $ | +3,5 % | 4.454.934 $ | -153.457 $ | -3,3 % | 4.608.391 $ | -393.306 $ | -7,9 % | 5.001.697 $ | -1.046.387 $ | -17,3 % |
| Johnson Financial Group, Inc. | 4.603.518 $ | -133.368 $ | -2,8 % | 4.736.886 $ | -262.390 $ | -5,2 % | 4.999.276 $ | -39.090 $ | -0,8 % | |||
| Sovran Advisors, LLC | 4.686.483 $ | -310.142 $ | -6,2 % | 4.996.625 $ | +139.860 $ | +2,9 % | 4.856.765 $ | -452.391 $ | -8,5 % | |||
| Polymer Capital Management (US) LLC | 4.993.200 $ | |||||||||||
| SP Asset Management LLC | 4.018.618 $ | -694.486 $ | -14,7 % | 4.713.104 $ | -277.286 $ | -5,6 % | 4.990.390 $ | -90.792 $ | -1,8 % | |||
| Bryn Mawr Trust Advisors, LLC | 4.990.096 $ | +387.836 $ | +8,4 % | 4.602.260 $ | +282.862 $ | +6,5 % | 4.319.398 $ | -92.503 $ | -2,1 % | |||
| TRB Wealth Management, LLC | 4.978.077 $ | +362.389 $ | +7,9 % | 4.615.688 $ | ||||||||
| MASTER'S WEALTH MANAGEMENT INC. | 4.971.808 $ | |||||||||||
| 1015 Capital Partners, LLC | 4.970.420 $ | +776.122 $ | +18,5 % | 4.194.298 $ | +513.568 $ | +14,0 % | 3.680.730 $ | |||||
| Tassel Capital Management, Inc. | 4.969.767 $ | +3.044.226 $ | +158,1 % | 1.925.541 $ | +1.269.060 $ | +193,3 % | 656.481 $ | -5.937 $ | -0,9 % | 662.418 $ | +7.291 $ | +1,1 % |
| Elyxium Wealth, LLC | 4.960.200 $ | +1.474.427 $ | +42,3 % | 3.485.773 $ | +1.077.424 $ | +44,7 % | 2.408.349 $ | +398.739 $ | +19,8 % | |||
| MOTIVE WEALTH ADVISORS | 4.947.399 $ | +68.214 $ | +1,4 % | 4.879.185 $ | +205.976 $ | +4,4 % | 4.673.209 $ | +41.852 $ | +0,9 % | |||
| Sound View Wealth Advisors Group, LLC | 4.937.680 $ | +210.567 $ | +4,5 % | 4.727.113 $ | +225.008 $ | +5,0 % | 4.502.105 $ | +935.793 $ | +26,2 % | |||
| ELEVATE WEALTH ADVISORY, INC | 4.923.161 $ | +283.502 $ | +6,1 % | 4.639.659 $ | +467.066 $ | +11,2 % | 4.172.593 $ | +264.060 $ | +6,8 % | |||
| Hassell Wealth Management, LLC | 4.615.770 $ | -265.250 $ | -5,4 % | 4.881.020 $ | +34.083 $ | +0,7 % | 4.846.937 $ | -64.505 $ | -1,3 % | 4.911.442 $ | +51.930 $ | +1,1 % |
| Sterling Financial Planning, Inc. | 4.909.300 $ | +373.017 $ | +8,2 % | 4.536.283 $ | +271.079 $ | +6,4 % | 4.265.204 $ | +167.191 $ | +4,1 % | |||
| Financial Gravity Asset Management, Inc. | 4.903.386 $ | -4.808 $ | -0,1 % | 4.908.194 $ | +95.291 $ | +2,0 % | ||||||
| MARINER INVESTMENT GROUP LLC | 4.891.759 $ | |||||||||||
| Hoese & Co LLP | 4.803.885 $ | -86.958 $ | -1,8 % | 4.890.843 $ | +66.828 $ | +1,4 % | 4.824.015 $ | +285.941 $ | +6,3 % | 4.538.074 $ | +1.834.006 $ | +67,8 % |
| Narus Financial Partners, LLC | 4.633.476 $ | -238.183 $ | -4,9 % | 4.871.659 $ | +238.499 $ | +5,1 % | 4.633.160 $ | +109.000 $ | +2,4 % | 4.524.160 $ | -462.507 $ | -9,3 % |
| Advisory Resource Group | 4.867.222 $ | +458.468 $ | +10,4 % | 4.408.754 $ | +181.737 $ | +4,3 % | 4.227.017 $ | +35.124 $ | +0,8 % | |||
| SeedSafe Financial LLC | 4.864.701 $ | +782.539 $ | +19,2 % | 4.082.162 $ | +149.921 $ | +3,8 % | 3.932.241 $ | |||||
| Realta Investment Advisors | 4.860.331 $ | +154.790 $ | +3,3 % | 4.705.541 $ | +320.860 $ | +7,3 % | 4.384.681 $ | +178.335 $ | +4,2 % | 4.206.346 $ | +152.355 $ | +3,8 % |
| Martin Capital Partners, LLC | 4.620.485 $ | -33.890 $ | -0,7 % | 4.654.375 $ | -122.625 $ | -2,6 % | 4.777.000 $ | -69.000 $ | -1,4 % | 4.846.000 $ | -13.000 $ | -0,3 % |
| Austin Asset Management Co Inc | 4.274.030 $ | +184.982 $ | +4,5 % | 4.089.048 $ | -753.173 $ | -15,6 % | 4.842.221 $ | -531.463 $ | -9,9 % | |||
| Kathmere Capital Management, LLC | 4.652.714 $ | -142.972 $ | -3,0 % | 4.795.686 $ | -31.494 $ | -0,7 % | 4.827.180 $ | +1.762.156 $ | +57,5 % | 3.065.024 $ | -299.022 $ | -8,9 % |
| McNaughton Wealth Management, LLC | 4.821.276 $ | +420.051 $ | +9,5 % | 4.401.225 $ | +105.260 $ | +2,5 % | 4.295.965 $ | -373.410 $ | -8,0 % | 4.669.375 $ | -140.984 $ | -2,9 % |
| WELCH & FORBES LLC | 4.820.692 $ | +1.212.692 $ | +33,6 % | 3.608.000 $ | +238.664 $ | +7,1 % | 3.369.336 $ | +244.116 $ | +7,8 % | |||
| ZACKS INVESTMENT MANAGEMENT | 4.810.676 $ | +1.074.381 $ | +28,8 % | 3.736.295 $ | -67.861 $ | -1,8 % | 3.804.156 $ | +36.391 $ | +1,0 % | |||
| VERUS CAPITAL PARTNERS, LLC | 4.212.560 $ | -595.628 $ | -12,4 % | 4.808.188 $ | +736.948 $ | +18,1 % | 4.071.240 $ | +147.548 $ | +3,8 % | |||
| Eley Financial Management, Inc | 4.798.256 $ | +262.156 $ | +5,8 % | 4.536.100 $ | +3.905.972 $ | +619,9 % | 630.128 $ | -138.836 $ | -18,1 % | |||
| Centurion Wealth Management LLC | 3.612.965 $ | -1.075.434 $ | -22,9 % | 4.688.399 $ | -77.830 $ | -1,6 % | 4.766.229 $ | -29.093 $ | -0,6 % | 4.795.322 $ | -19.260 $ | -0,4 % |
| HM PAYSON & CO | 4.355.306 $ | -421.237 $ | -8,8 % | 4.776.543 $ | -5.328 $ | -0,1 % | 4.781.871 $ | +17.843 $ | +0,4 % | |||
| Daner Wealth Management, LLC | 4.772.919 $ | +120.578 $ | +2,6 % | 4.652.341 $ | +438.228 $ | +10,4 % | 4.214.113 $ | +424.773 $ | +11,2 % | |||
| Curtis Advisory Group, LLC | 2.284.995 $ | -2.486.132 $ | -52,1 % | 4.771.127 $ | +2.562.060 $ | +116,0 % | 2.209.067 $ | +57.623 $ | +2,7 % | |||
| Flatrock Wealth Partners LLC | 4.741.082 $ | +762.738 $ | +19,2 % | 3.978.344 $ | +703.584 $ | +21,5 % | 3.274.760 $ | |||||
| Quaker Capital Investments, LLC | 4.727.382 $ | +2.166.736 $ | +84,6 % | 2.560.646 $ | +1.132.886 $ | +79,3 % | 1.427.760 $ | -163.140 $ | -10,3 % | |||
| Equita Financial Network, Inc. | 4.724.766 $ | +2.103.431 $ | +80,2 % | 2.621.335 $ | -9.817 $ | -0,4 % | 2.631.152 $ | -27.228 $ | -1,0 % | 2.658.380 $ | -113.975 $ | -4,1 % |
| MOODY NATIONAL BANK TRUST DIVISION | 4.644.241 $ | -74.282 $ | -1,6 % | 4.718.523 $ | +813.821 $ | +20,8 % | 3.904.702 $ | +342.033 $ | +9,6 % | 3.562.669 $ | +129.210 $ | +3,8 % |
| Employees' Retirement Fund of the City of Fort Worth | 4.555.793 $ | -160.905 $ | -3,4 % | 4.716.698 $ | +179.697 $ | +4,0 % | 4.537.001 $ | |||||
| Plan Group Financial, LLC | 3.609.403 $ | -1.104.797 $ | -23,4 % | 4.714.200 $ | +422.474 $ | +9,8 % | 4.291.726 $ | -422.144 $ | -9,0 % | 4.713.870 $ | -1.251.114 $ | -21,0 % |
| Fire Capital Management LLC | 4.709.248 $ | +938.699 $ | +24,9 % | 3.770.549 $ | +630.693 $ | +20,1 % | 3.139.856 $ | +301.796 $ | +10,6 % | |||
| Tradewinds, LLC. | 4.701.997 $ | +2.834.613 $ | +151,8 % | 1.867.384 $ | -3.856.464 $ | -67,4 % | ||||||
| ASHTON THOMAS SECURITIES, LLC | 4.696.609 $ | +981.568 $ | +26,4 % | 3.715.041 $ | +919.830 $ | +32,9 % | 2.795.211 $ | -840.400 $ | -23,1 % | |||
| City State Bank | 4.688.673 $ | +204.779 $ | +4,6 % | 4.483.894 $ | +1.353.813 $ | +43,3 % | 3.130.081 $ | +340.211 $ | +12,2 % | |||
| FIRST HORIZON CORP | 4.265.197 $ | -89.555 $ | -2,1 % | 4.354.752 $ | -327.983 $ | -7,0 % | 4.682.735 $ | +708.506 $ | +17,8 % | |||
| Belleair Asset Management, LLC | 4.675.283 $ | -462 $ | -0,0 % | 4.675.745 $ | +591.610 $ | +14,5 % | 4.084.135 $ | |||||
| Advisory Solutions Group, LLC | 4.670.390 $ | |||||||||||
| WEALTH MANAGEMENT RESOURCES, INC. | 4.046.786 $ | -363.156 $ | -8,2 % | 4.409.942 $ | +367.009 $ | +9,1 % | 4.042.933 $ | -612.512 $ | -13,2 % | 4.655.445 $ | -204.145 $ | -4,2 % |
| Westover Capital Advisors, LLC | 4.623.893 $ | +59.974 $ | +1,3 % | 4.563.919 $ | -73.837 $ | -1,6 % | 4.637.756 $ | +119.598 $ | +2,6 % | |||
| BCR Wealth Strategies, LLC | 4.637.000 $ | +468.000 $ | +11,2 % | 4.169.000 $ | +96.000 $ | +2,4 % | 4.073.000 $ | -446.000 $ | -9,9 % | |||
| HMS Capital Management, LLC | 4.626.692 $ | +502.856 $ | +12,2 % | 4.123.836 $ | +1.810.922 $ | +78,3 % | 2.312.914 $ | +792.191 $ | +52,1 % | 1.520.723 $ | +92.890 $ | +6,5 % |
| Cypress Wealth Services, LLC | 3.816.397 $ | -320.691 $ | -7,8 % | 4.137.088 $ | -487.583 $ | -10,5 % | 4.624.671 $ | +932.811 $ | +25,3 % | 3.691.860 $ | +466.782 $ | +14,5 % |
| Flagstone Financial Management | 4.621.062 $ | +385.848 $ | +9,1 % | 4.235.214 $ | +7.570 $ | +0,2 % | 4.227.644 $ | +62.613 $ | +1,5 % | |||
| RCS Financial Planning, LLC | 4.600.996 $ | +1.069.547 $ | +30,3 % | 3.531.449 $ | +121.746 $ | +3,6 % | 3.409.703 $ | +832.004 $ | +32,3 % | 2.577.699 $ | +228.086 $ | +9,7 % |
| PERSPECTIVE WEALTH ADVISORS LLC | 4.598.755 $ | +2.465.345 $ | +115,6 % | 2.133.410 $ | ||||||||
| Jupiter Wealth Management LLC | 4.590.000 $ | +10.800 $ | +0,2 % | 4.579.200 $ | -18.900 $ | -0,4 % | 4.598.100 $ | +514.900 $ | +12,6 % | |||
| LaSalle St. Investment Advisors, LLC | 4.583.487 $ | +415.303 $ | +10,0 % | 4.168.184 $ | +149.184 $ | +3,7 % | 4.019.000 $ | +71.000 $ | +1,8 % | |||
| Approach Retirement Advisors, LLC | 4.474.698 $ | -100.296 $ | -2,2 % | 4.574.994 $ | +502.479 $ | +12,3 % | 4.072.515 $ | +380.526 $ | +10,3 % | 3.691.989 $ | ||
| Syverson Strege & Co | 4.571.498 $ | +304.307 $ | +7,1 % | 4.267.191 $ | -277.267 $ | -6,1 % | 4.544.458 $ | +43.052 $ | +1,0 % | |||
| Quantum Financial Planning Services, Inc. | 4.567.085 $ | +2.646.599 $ | +137,8 % | 1.920.486 $ | +1.016.193 $ | +112,4 % | 904.293 $ | +180.076 $ | +24,9 % | 724.217 $ | +323.571 $ | +80,8 % |
| Capital Investment Advisors, LLC | 4.566.630 $ | +1.879.452 $ | +69,9 % | 2.687.178 $ | -61.215 $ | -2,2 % | 2.748.393 $ | -82.617 $ | -2,9 % | 2.831.010 $ | +7.226 $ | +0,3 % |
| Kilner Capital Advisors, LLC | 4.550.859 $ | +607.760 $ | +15,4 % | 3.943.099 $ | +221.285 $ | +5,9 % | 3.721.814 $ | |||||
| Opus Capital Group, LLC | 5.397 $ | -4.467.603 $ | -99,9 % | 4.473.000 $ | -76.000 $ | -1,7 % | 4.549.000 $ | +67.000 $ | +1,5 % | |||
| Mesirow Financial Investment Management, Inc. | 4.547.476 $ | +218.314 $ | +5,0 % | 4.329.162 $ | +1.124.912 $ | +35,1 % | 3.204.250 $ | -527.356 $ | -14,1 % | |||
| SAGE FINANCIAL GROUP INC | 4.141.603 $ | -68.525 $ | -1,6 % | 4.210.128 $ | -331.301 $ | -7,3 % | 4.541.429 $ | -69.844 $ | -1,5 % | |||
| GTS SECURITIES LLC | 4.027.701 $ | +3.377.138 $ | +519,1 % | 650.563 $ | -3.875.819 $ | -85,6 % | 4.526.382 $ | -5.479.534 $ | -54,8 % | |||
| United Advisor Group, LLC | 4.525.993 $ | +546.015 $ | +13,7 % | 3.979.978 $ | -229.205 $ | -5,4 % | 4.209.183 $ | +178.588 $ | +4,4 % | |||
| Crown Wealth Group, LLC | 3.264.638 $ | -1.260.975 $ | -27,9 % | 4.525.613 $ | +887.390 $ | +24,4 % | 3.638.223 $ | |||||
| Nicht ausgewiesen | 1.233.626 $ | -2.900.901 $ | -70,2 % | 4.134.527 $ | -381.742 $ | -8,5 % | 4.516.269 $ | +556.413 $ | +14,1 % | |||
| Insight Wealth Strategies, LLC | 4.410.596 $ | -104.907 $ | -2,3 % | 4.515.503 $ | +329.208 $ | +7,9 % | 4.186.295 $ | +194.384 $ | +4,9 % | 3.991.911 $ | +116.094 $ | +3,0 % |
| CAHILL FINANCIAL ADVISORS INC | 4.513.210 $ | +330.734 $ | +7,9 % | 4.182.476 $ | +188.734 $ | +4,7 % | 3.993.742 $ | +468.005 $ | +13,3 % | |||
| Baker Avenue Asset Management, LP | 4.512.222 $ | +269.078 $ | +6,3 % | 4.243.144 $ | -149.066 $ | -3,4 % | 4.392.210 $ | +1.028.692 $ | +30,6 % | |||
| BAKER BOYER NATIONAL BANK | 4.507.891 $ | +762.754 $ | +20,4 % | 3.745.137 $ | +178.629 $ | +5,0 % | 3.566.508 $ | +428.511 $ | +13,7 % | |||
| CABOT WEALTH MANAGEMENT INC | 4.506.306 $ | +1.137.213 $ | +33,8 % | 3.369.093 $ | +385.763 $ | +12,9 % | 2.983.330 $ | +343.178 $ | +13,0 % | |||
| CAMBIENT FAMILY OFFICE, LLC | 4.487.723 $ | +2.397.135 $ | +114,7 % | 2.090.588 $ | +532.657 $ | +34,2 % | 1.557.931 $ | |||||
| TBH Global Asset Management, LLC | 4.478.194 $ | +137.274 $ | +3,2 % | 4.340.920 $ | +1.905.782 $ | +78,3 % | 2.435.138 $ | -4.001.831 $ | -62,2 % | |||
| HOWARD FINANCIAL SERVICES, LTD. | 3.316.800 $ | -1.139.724 $ | -25,6 % | 4.456.524 $ | +2.332.077 $ | +109,8 % | 2.124.447 $ | +193.079 $ | +10,0 % | 1.931.368 $ | +1.179.760 $ | +157,0 % |
| FourThought Financial Partners, LLC | 4.444.345 $ | +471.334 $ | +11,9 % | 3.973.011 $ | +625.699 $ | +18,7 % | 3.347.312 $ | +41.996 $ | +1,3 % | |||
| WHITTIER TRUST CO OF NEVADA INC | 4.218.205 $ | -3.076 $ | -0,1 % | 4.221.281 $ | -205.714 $ | -4,6 % | 4.426.995 $ | +486.681 $ | +12,4 % | |||
| Vantage Point Financial LLC | 4.416.571 $ | +551.421 $ | +14,3 % | 3.865.150 $ | +274.826 $ | +7,7 % | 3.590.324 $ | +2.181.333 $ | +154,8 % | |||
| Bull Street Advisors, LLC | 4.322.000 $ | -83.000 $ | -1,9 % | 4.405.000 $ | +36.000 $ | +0,8 % | 4.369.000 $ | -47.000 $ | -1,1 % | 4.416.000 $ | +42.000 $ | +1,0 % |
| Ameritas Investment Partners, Inc. | 1.830.030 $ | -2.498.998 $ | -57,7 % | 4.329.028 $ | -76.421 $ | -1,7 % | 4.405.449 $ | +45.379 $ | +1,0 % | |||
| RETIREMENT INCOME SOLUTIONS, INC | 4.402.139 $ | +0 $ | +0,0 % | 4.402.139 $ | +751.270 $ | +20,6 % | 3.650.869 $ | +3.063.465 $ | +521,5 % | |||
| Avid Wealth Partners LLC | 907.129 $ | -3.494.593 $ | -79,4 % | 4.401.722 $ | +457.825 $ | +11,6 % | 3.943.897 $ | -374.592 $ | -8,7 % | |||
| MidFirst Bank | 4.379.202 $ | +670.109 $ | +18,1 % | 3.709.093 $ | +135.850 $ | +3,8 % | 3.573.243 $ | |||||
| Leeward Financial Partners, LLC | 4.365.315 $ | +16.654 $ | +0,4 % | 4.348.661 $ | -24.075 $ | -0,6 % | 4.372.736 $ | +57.987 $ | +1,3 % | |||
| GREENLEAF TRUST | 4.117.218 $ | -38.342 $ | -0,9 % | 4.155.560 $ | -216.992 $ | -5,0 % | 4.372.552 $ | -199.383 $ | -4,4 % | |||
| One Wealth Map LLC | 4.365.623 $ | +379.581 $ | +9,5 % | 3.986.042 $ | +152.936 $ | +4,0 % | 3.833.106 $ | +52.586 $ | +1,4 % | |||
| Aspire Private Capital, LLC | 4.362.716 $ | +853.369 $ | +24,3 % | 3.509.347 $ | +117.577 $ | +3,5 % | 3.391.770 $ | -2.887.083 $ | -46,0 % | |||
| Ignite Planners, LLC | 4.351.428 $ | +90.801 $ | +2,1 % | 4.260.627 $ | +492.566 $ | +13,1 % | 3.768.061 $ | +990.890 $ | +35,7 % | 2.777.171 $ | +447.826 $ | +19,2 % |
| Grey Fox Wealth Advisors, LLC | 4.350.808 $ | +588.077 $ | +15,6 % | 3.762.731 $ | +888.246 $ | +30,9 % | 2.874.485 $ | +169.290 $ | +6,3 % | |||
| Clifford Group, LLC | 4.343.593 $ | +1.328.406 $ | +44,1 % | 3.015.187 $ | -194.575 $ | -6,1 % | 3.209.762 $ | +16.876 $ | +0,5 % | |||
| Topsail Wealth Management, LLC | 1.413.452 $ | -2.923.372 $ | -67,4 % | 4.336.824 $ | +734.334 $ | +20,4 % | 3.602.490 $ | +30.502 $ | +0,9 % | |||
| 1900 WEALTH MANAGEMENT LLC | 3.885.768 $ | -449.745 $ | -10,4 % | 4.335.513 $ | +275.403 $ | +6,8 % | 4.060.110 $ | -159.327 $ | -3,8 % | 4.219.437 $ | -30.949 $ | -0,7 % |
| IMZ Advisory Inc | 547.292 $ | -3.449.002 $ | -86,3 % | 3.996.294 $ | -334.872 $ | -7,7 % | 4.331.166 $ | +9.326 $ | +0,2 % | |||
| SUMMIT WEALTH GROUP LLC / CO | 4.309.665 $ | +133.288 $ | +3,2 % | 4.176.377 $ | +829.244 $ | +24,8 % | 3.347.133 $ | +3.099.969 $ | +1.254,2 % | |||
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 4.306.508 $ | +96.900 $ | +2,3 % | 4.209.608 $ | +1.273.048 $ | +43,4 % | 2.936.560 $ | +4.582 $ | +0,2 % | |||
| WEST PACES ADVISORS INC. | 4.161.081 $ | -134.365 $ | -3,1 % | 4.295.446 $ | +23.005 $ | +0,5 % | 4.272.441 $ | -26.543 $ | -0,6 % | 4.298.984 $ | -763.393 $ | -15,1 % |
| Westfuller Advisors, LLC | 4.284.558 $ | +292.390 $ | +7,3 % | 3.992.168 $ | +111.444 $ | +2,9 % | 3.880.724 $ | +64.311 $ | +1,7 % | |||
| INTEGRAL INVESTMENT ADVISORS, INC. | 4.284.227 $ | +324.528 $ | +8,2 % | 3.959.699 $ | -139.203 $ | -3,4 % | 4.098.902 $ | +1.042.432 $ | +34,1 % | |||
| ORG Partners LLC | 4.278.955 $ | +66.572 $ | +1,6 % | |||||||||
| Cedar Mountain Advisors, LLC | 4.272.671 $ | +1.953.388 $ | +84,2 % | 2.319.283 $ | +1.590.141 $ | +218,1 % | 729.142 $ | +18.274 $ | +2,6 % | 710.868 $ | -9.437 $ | -1,3 % |
| ELEVATION POINT WEALTH PARTNERS, LLC | 4.271.939 $ | +387.921 $ | +10,0 % | 3.884.018 $ | +1.464.063 $ | +60,5 % | 2.419.955 $ | +1.608.916 $ | +198,4 % | |||
| VISTA INVESTMENT MANAGEMENT | 4.059.892 $ | -207.272 $ | -4,9 % | 4.267.164 $ | +40.346 $ | +1,0 % | 4.226.818 $ | +434.546 $ | +11,5 % | |||
| Walkner Condon Financial Advisors LLC | 2.767.408 $ | -135.507 $ | -4,7 % | 2.902.915 $ | -1.358.681 $ | -31,9 % | 4.261.596 $ | +2.184.051 $ | +105,1 % | |||
| FIRST NATIONAL TRUST CO | 4.209.663 $ | +94.334 $ | +2,3 % | 4.115.329 $ | -135.866 $ | -3,2 % | 4.251.195 $ | +270.067 $ | +6,8 % | |||
| DORVAL Corp | 4.245.093 $ | +154.752 $ | +3,8 % | 4.090.341 $ | +93.128 $ | +2,3 % | 3.997.213 $ | +231.377 $ | +6,1 % | |||
| Perennial Advisors, LLC | 4.244.917 $ | +221.323 $ | +5,5 % | 4.023.594 $ | -112.924 $ | -2,7 % | 4.136.518 $ | +154.380 $ | +3,9 % | 3.982.138 $ | +125.912 $ | +3,3 % |
| Summit Trail Advisors, LLC | 4.244.279 $ | +203.834 $ | +5,0 % | 4.040.445 $ | +264.289 $ | +7,0 % | 3.776.156 $ | +27.601 $ | +0,7 % | |||
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 4.232.682 $ | +449.138 $ | +11,9 % | 3.783.544 $ | +895.671 $ | +31,0 % | 2.887.873 $ | +360.311 $ | +14,3 % | |||
| HBW ADVISORY SERVICES LLC | 2.533.980 $ | -1.322.897 $ | -34,3 % | 3.856.877 $ | -370.082 $ | -8,8 % | 4.226.959 $ | +276.668 $ | +7,0 % | 3.950.291 $ | +1.275.297 $ | +47,7 % |
| First PREMIER Bank | 4.221.000 $ | +394.000 $ | +10,3 % | 3.827.000 $ | +1.338.000 $ | +53,8 % | 2.489.000 $ | +1.268.000 $ | +103,8 % | 1.221.000 $ | +307.000 $ | +33,6 % |
| DURANTE & WATERS, LLC | 4.215.439 $ | +102.246 $ | +2,5 % | 4.113.193 $ | -13.083 $ | -0,3 % | 4.126.276 $ | -17.620 $ | -0,4 % | |||
| ZWJ INVESTMENT COUNSEL INC | 1.743.005 $ | -143.740 $ | -7,6 % | 1.886.745 $ | -2.325.885 $ | -55,2 % | 4.212.630 $ | +377.918 $ | +9,9 % | 3.834.712 $ | +1.860.944 $ | +94,3 % |
| Ballentine Partners, LLC | 2.384.428 $ | -5.678 $ | -0,2 % | 2.390.106 $ | -1.820.358 $ | -43,2 % | 4.210.464 $ | +123.634 $ | +3,0 % | |||
| Mattson Financial Services, LLC | 4.208.270 $ | +1.085.905 $ | +34,8 % | 3.122.365 $ | -71.320 $ | -2,2 % | 3.193.685 $ | +674.054 $ | +26,8 % | |||
| Arcadia Wealth Management, LLC | 259.574 $ | -1.221.807 $ | -82,5 % | 1.481.381 $ | +23.945 $ | +1,6 % | 1.457.436 $ | -2.745.745 $ | -65,3 % | 4.203.181 $ | +110.989 $ | +2,7 % |
| Collaborative Wealth Managment Inc. | 1.517.298 $ | +40.718 $ | +2,8 % | 1.476.580 $ | -2.720.495 $ | -64,8 % | 4.197.075 $ | +2.407.126 $ | +134,5 % | |||
| Burk Holdings LLC | 4.196.707 $ | +1.030.467 $ | +32,5 % | 3.166.240 $ | +241.788 $ | +8,3 % | 2.924.452 $ | +276.066 $ | +10,4 % | |||
| SFM, LLC d/b/a Sweeney Financial Advisors | 3.780.610 $ | -395.224 $ | -9,5 % | 4.175.834 $ | +179.373 $ | +4,5 % | 3.996.461 $ | +386.810 $ | +10,7 % | 3.609.651 $ | +104.637 $ | +3,0 % |
| Oakmont Advisory Group, LLC | 4.169.537 $ | +854.526 $ | +25,8 % | 3.315.011 $ | +911.382 $ | +37,9 % | 2.403.629 $ | |||||
| PW ADVISORS, LLC \ FL | 4.168.646 $ | +376.795 $ | +9,9 % | 3.791.851 $ | -129.011 $ | -3,3 % | 3.920.862 $ | |||||
| NavPoint Financial, Inc. | 1.449.669 $ | -1.600.634 $ | -52,5 % | 3.050.303 $ | -860.715 $ | -22,0 % | 3.911.018 $ | -252.931 $ | -6,1 % | 4.163.949 $ | +200.491 $ | +5,1 % |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 3.707.965 $ | -451.069 $ | -10,8 % | 4.159.034 $ | +1.095.722 $ | +35,8 % | 3.063.312 $ | -122.298 $ | -3,8 % | 3.185.610 $ | +289.877 $ | +10,0 % |
| Altiora Financial Group, LLC | 4.158.873 $ | +824.728 $ | +24,7 % | 3.334.145 $ | -272.666 $ | -7,6 % | 3.606.811 $ | -199.708 $ | -5,2 % | |||
| Sendero Wealth Management, LLC | 4.157.883 $ | |||||||||||
| Rossmore Private Capital | 3.709.107 $ | -241.319 $ | -6,1 % | 3.950.426 $ | -196.919 $ | -4,7 % | 4.147.345 $ | +638.637 $ | +18,2 % | |||
| Atwater Malick LLC | 4.134.114 $ | +2.116.078 $ | +104,9 % | 2.018.036 $ | +1.250.732 $ | +163,0 % | 767.304 $ | +543.016 $ | +242,1 % | 224.288 $ | +1.298 $ | +0,6 % |
| Cornerstone Planning Group LLC | 4.133.075 $ | +998.170 $ | +31,8 % | 3.134.905 $ | +109.358 $ | +3,6 % | 3.025.547 $ | +671.292 $ | +28,5 % | 2.354.255 $ | -184.879 $ | -7,3 % |
| Compass Planning Associates Inc | 4.132.532 $ | |||||||||||
| Signal Advisors Wealth, LLC | 4.106.960 $ | +653.258 $ | +18,9 % | 3.453.702 $ | -69.988 $ | -2,0 % | 3.523.690 $ | +2.632.038 $ | +295,2 % | 891.652 $ | -57.904 $ | -6,1 % |
| Baker Ellis Asset Management LLC | 4.099.352 $ | +109.492 $ | +2,7 % | 3.989.860 $ | +577.551 $ | +16,9 % | 3.412.309 $ | +288.833 $ | +9,2 % | 3.123.476 $ | +1.372.804 $ | +78,4 % |
| BROWN BROTHERS HARRIMAN & CO | 3.820.128 $ | -266.160 $ | -6,5 % | 4.086.288 $ | +2.914.971 $ | +248,9 % | 1.171.317 $ | +76.829 $ | +7,0 % | |||
| WLTH Capital Management, LLC | 2.680.061 $ | -1.398.965 $ | -34,3 % | 4.079.026 $ | +100.038 $ | +2,5 % | 3.978.988 $ | |||||
| DMC Group, LLC | 4.051.083 $ | +113.288 $ | +2,9 % | 3.937.795 $ | -40.156 $ | -1,0 % | 3.977.951 $ | +83.322 $ | +2,1 % | |||
| COOPER INVESTORS PTY LTD | 2.899.008 $ | -1.133.280 $ | -28,1 % | 4.032.288 $ | ||||||||
| DOPKINS WEALTH MANAGEMENT, LLC | 4.022.943 $ | +546.190 $ | +15,7 % | 3.476.753 $ | +208.775 $ | +6,4 % | 3.267.978 $ | +40.598 $ | +1,3 % | |||
| Financial Planning Navigators CORP | 4.021.828 $ | +2.682.605 $ | +200,3 % | 1.339.223 $ | +116.042 $ | +9,5 % | 1.223.181 $ | +294.899 $ | +31,8 % | 928.282 $ | ||
| SpringVest Wealth Management LLC | 4.017.177 $ | +754.451 $ | +23,1 % | 3.262.726 $ | -33.982 $ | -1,0 % | 3.296.708 $ | -256.332 $ | -7,2 % | |||
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 3.228.600 $ | +93.672 $ | +3,0 % | 3.134.928 $ | -880.733 $ | -21,9 % | 4.015.661 $ | -258.315 $ | -6,0 % | |||
| LAVELLE CAPITAL LP | 4.000.910 $ | |||||||||||
| NCM Capital Management, LLC | 3.674.988 $ | -305.484 $ | -7,7 % | 3.980.472 $ | +186.478 $ | +4,9 % | 3.793.994 $ | +108.514 $ | +2,9 % | |||
| EAGLE ROCK INVESTMENT COMPANY, LLC | 3.735.198 $ | -210.859 $ | -5,3 % | 3.946.057 $ | +82.029 $ | +2,1 % | 3.864.028 $ | +132.307 $ | +3,5 % | 3.731.721 $ | +249.916 $ | +7,2 % |
| WBH ADVISORY INC | 3.943.727 $ | +319.073 $ | +8,8 % | 3.624.654 $ | +503.319 $ | +16,1 % | 3.121.335 $ | +434.701 $ | +16,2 % | |||
| SAGE RHINO CAPITAL LLC | 3.941.933 $ | +364.094 $ | +10,2 % | 3.577.839 $ | +251.958 $ | +7,6 % | 3.325.881 $ | -18.954 $ | -0,6 % | |||
| Capstone Wealth Management, Inc. | 3.936.572 $ | +559.842 $ | +16,6 % | 3.376.730 $ | +172.277 $ | +5,4 % | 3.204.453 $ | |||||
| Prism Planning Partners LLC | 3.928.210 $ | +123.246 $ | +3,2 % | 3.804.964 $ | +404.369 $ | +11,9 % | 3.400.595 $ | |||||
| GUYASUTA INVESTMENT ADVISORS INC | 3.922.695 $ | +471.368 $ | +13,7 % | 3.451.327 $ | -149.072 $ | -4,1 % | 3.600.399 $ | |||||
| CogentBlue Wealth Advisors, LLC | 3.893.279 $ | +74.667 $ | +2,0 % | 3.818.612 $ | +166.381 $ | +4,6 % | 3.652.231 $ | -119.510 $ | -3,2 % | 3.771.741 $ | -448.431 $ | -10,6 % |
| TILIA FIDUCIARY PARTNERS, INC. | 3.584.543 $ | -189.520 $ | -5,0 % | 3.774.063 $ | -37.596 $ | -1,0 % | 3.811.659 $ | -76.262 $ | -2,0 % | 3.887.921 $ | -24.259 $ | -0,6 % |
| Omega Financial Group, LLC | 3.436.112 $ | -106.896 $ | -3,0 % | 3.543.008 $ | -342.230 $ | -8,8 % | 3.885.238 $ | -166.830 $ | -4,1 % | |||
| First Heartland Consultants, Inc. | 3.831.606 $ | -38.058 $ | -1,0 % | 3.869.664 $ | +840.598 $ | +27,8 % | 3.029.066 $ | +2.241.379 $ | +284,6 % | 787.687 $ | +207.636 $ | +35,8 % |
| Fortune Financial Advisors, LLC | 3.859.418 $ | +371.707 $ | +10,7 % | 3.487.711 $ | +184.276 $ | +5,6 % | 3.303.435 $ | +121.026 $ | +3,8 % | |||
| HOWLAND CAPITAL MANAGEMENT LLC | 3.850.157 $ | +230.196 $ | +6,4 % | 3.619.961 $ | -83.095 $ | -2,2 % | 3.703.056 $ | +88.356 $ | +2,4 % | 3.614.700 $ | -67.720 $ | -1,8 % |
| IVC Wealth Advisors LLC | 3.839.766 $ | +252.978 $ | +7,1 % | 3.586.788 $ | +85.136 $ | +2,4 % | 3.501.652 $ | -20.437 $ | -0,6 % | |||
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.832.861 $ | +281.456 $ | +7,9 % | 3.551.405 $ | +879.853 $ | +32,9 % | 2.671.552 $ | +924.914 $ | +53,0 % | 1.746.638 $ | -2.876.738 $ | -62,2 % |
| ROBINSON SMITH WEALTH ADVISORS LLC | 2.823.776 $ | -108.469 $ | -3,7 % | 2.932.245 $ | -578.697 $ | -16,5 % | 3.510.942 $ | -321.376 $ | -8,4 % | 3.832.318 $ | -101.488 $ | -2,6 % |
| Insight Wealth Partners, LLC | 3.056.949 $ | -773.363 $ | -20,2 % | 3.830.312 $ | +28.871 $ | +0,8 % | 3.801.441 $ | +172.142 $ | +4,7 % | |||
| 1620 INVESTMENT ADVISORS, INC. | 3.820.860 $ | +1.189.375 $ | +45,2 % | 2.631.485 $ | +16.626 $ | +0,6 % | 2.614.859 $ | -8.469 $ | -0,3 % | |||
| Synergy Investment Management, LLC | 3.809.641 $ | +1.507.304 $ | +65,5 % | 2.302.337 $ | +408.284 $ | +21,6 % | 1.894.053 $ | +144.378 $ | +8,3 % | |||
| FineMark National Bank & Trust | 3.807.262 $ | +914.797 $ | +31,6 % | |||||||||
| LINCOLN CAPITAL CORP | 3.699.048 $ | -88.774 $ | -2,3 % | 3.787.822 $ | +705.488 $ | +22,9 % | 3.082.334 $ | +147.397 $ | +5,0 % | 2.934.937 $ | +188.063 $ | +6,8 % |
| Redwood Investment Management, LLC | 3.774.000 $ | +509.000 $ | +15,6 % | 3.265.000 $ | +643.000 $ | +24,5 % | 2.622.000 $ | +139.000 $ | +5,6 % | |||
| Motley Fool Wealth Management, LLC | 1.787.112 $ | -1.985.091 $ | -52,6 % | 3.772.203 $ | -50.923 $ | -1,3 % | ||||||
| ROBINSON CAPITAL MANAGEMENT, LLC | 3.766.000 $ | -7.884.006 $ | -67,7 % | |||||||||
| Austin Private Wealth, LLC | 3.754.294 $ | -1.654.260 $ | -30,6 % | |||||||||
| Alpine Bank Wealth Management | 3.753.497 $ | +3.663.352 $ | +4.063,8 % | 90.145 $ | -6.953 $ | -7,2 % | ||||||
| Client First Investment Management LLC | 3.750.105 $ | |||||||||||
| FIRST HAWAIIAN BANK | 2.497.866 $ | -916.669 $ | -26,8 % | 3.414.535 $ | -216.630 $ | -6,0 % | 3.631.165 $ | -112.759 $ | -3,0 % | 3.743.924 $ | -832.623 $ | -18,2 % |
| Symphony Financial, Ltd. Co. | 3.332.227 $ | -409.994 $ | -11,0 % | 3.742.221 $ | +189.110 $ | +5,3 % | 3.553.111 $ | +176.565 $ | +5,2 % | 3.376.546 $ | +229.695 $ | +7,3 % |
| Paladin Wealth, LLC | 3.740.696 $ | +42.034 $ | +1,1 % | 3.698.662 $ | +644.314 $ | +21,1 % | 3.054.348 $ | +802.672 $ | +35,6 % | |||
| Tempus Wealth Planning, LLC | 3.291.762 $ | -128.918 $ | -3,8 % | 3.420.680 $ | +9.537 $ | +0,3 % | 3.411.143 $ | -325.733 $ | -8,7 % | 3.736.876 $ | -598.010 $ | -13,8 % |
| HOURGLASS CAPITAL, LLC | 3.731.592 $ | +483.384 $ | +14,9 % | 3.248.208 $ | ||||||||
| Beckerman Institutional, LLC | 3.711.150 $ | +591.436 $ | +19,0 % | 3.119.714 $ | +185.260 $ | +6,3 % | 2.934.454 $ | +108.381 $ | +3,8 % | |||
| Oak Wealth Advisors LLC | 3.704.024 $ | +312.850 $ | +9,2 % | 3.391.174 $ | +51.878 $ | +1,6 % | 3.339.296 $ | -172.625 $ | -4,9 % | |||
| LiftPoint Family Wealth Advisors LLC | 3.703.942 $ | +254.567 $ | +7,4 % | 3.449.375 $ | +95.440 $ | +2,8 % | 3.353.935 $ | |||||
| Heritage Financial Services, LLC | 3.688.069 $ | +211.908 $ | +6,1 % | |||||||||
| Centennial Advisors, LLC | 3.683.566 $ | +97.735 $ | +2,7 % | 3.585.831 $ | +1.054.321 $ | +41,6 % | 2.531.510 $ | +107.340 $ | +4,4 % | 2.424.170 $ | ||
| Donalies Financial Planning, LLC | 3.682.827 $ | +162.954 $ | +4,6 % | 3.519.873 $ | +573.990 $ | +19,5 % | 2.945.883 $ | +185.991 $ | +6,7 % | 2.759.892 $ | ||
| Heritage Investment Group, Inc. | 3.682.822 $ | +419.580 $ | +12,9 % | 3.263.242 $ | +83.811 $ | +2,6 % | 3.179.431 $ | -53.688 $ | -1,7 % | |||
| FAS Wealth Partners, Inc. | 3.682.356 $ | +730.501 $ | +24,7 % | 2.951.855 $ | -152.610 $ | -4,9 % | 3.104.465 $ | +209.178 $ | +7,2 % | |||
| Privatperson | 3.682.135 $ | +636.703 $ | +20,9 % | 3.045.432 $ | ||||||||
| MONTAG A & ASSOCIATES INC | 3.674.168 $ | +334.793 $ | +10,0 % | 3.339.375 $ | +2.204.445 $ | +194,2 % | 1.134.930 $ | +1.061.635 $ | +1.448,4 % | |||
| Calamos Wealth Management LLC | 3.588.229 $ | +747.292 $ | +26,3 % | 2.840.937 $ | -831.990 $ | -22,7 % | 3.672.927 $ | +614.124 $ | +20,1 % | |||
| NWAM LLC | 3.665.108 $ | +24.772 $ | +0,7 % | 3.640.336 $ | +733.479 $ | +25,2 % | 2.906.857 $ | -2.317.255 $ | -44,4 % | |||
| Maridea Wealth Management LLC | 3.645.007 $ | +611.926 $ | +20,2 % | 3.033.081 $ | +214.495 $ | +7,6 % | 2.818.586 $ | +221.024 $ | +8,5 % | |||
| Vantage Financial Partners, LLC | 3.644.812 $ | +267.708 $ | +7,9 % | |||||||||
| Northside Capital Management, LLC | 3.640.331 $ | +2.852.556 $ | +362,1 % | 787.775 $ | +10.954 $ | +1,4 % | 776.821 $ | |||||
| Florin Court Capital LLP | 2.634.762 $ | +23.562 $ | +0,9 % | 2.611.200 $ | -1.021.013 $ | -28,1 % | 3.632.213 $ | +600.566 $ | +19,8 % | |||
| Sanchez Gaunt Capital Management, LLC | 3.592.003 $ | -38.661 $ | -1,1 % | 3.630.664 $ | ||||||||
| CV Advisors LLC | 1.712.332 $ | -1.916.260 $ | -52,8 % | 3.628.592 $ | +369.365 $ | +11,3 % | 3.259.227 $ | +918.338 $ | +39,2 % | 2.340.889 $ | +558.246 $ | +31,3 % |
| Autumn Glory Partners, LLC | 3.622.579 $ | +440.965 $ | +13,9 % | 3.181.614 $ | +1.835.977 $ | +136,4 % | 1.345.637 $ | -3.817 $ | -0,3 % | |||
| Sandbox Financial Partners, LLC | 3.620.259 $ | +130.728 $ | +3,7 % | 3.489.531 $ | +99.695 $ | +2,9 % | ||||||
| Grove Bank & Trust | 3.619.118 $ | +168.856 $ | +4,9 % | 3.450.262 $ | -19.525 $ | -0,6 % | 3.469.787 $ | +151.826 $ | +4,6 % | 3.317.961 $ | -549.237 $ | -14,2 % |
| Intrua Financial, LLC | 3.612.367 $ | +660.213 $ | +22,4 % | 2.952.154 $ | +318.597 $ | +12,1 % | 2.633.557 $ | +462.143 $ | +21,3 % | |||
| VISTA FINANCE, LLC | 3.611.274 $ | +1.343.484 $ | +59,2 % | 2.267.790 $ | +850.272 $ | +60,0 % | 1.417.518 $ | +423.058 $ | +42,5 % | |||
| MSH Capital Advisors LLC | 2.362.273 $ | -1.010.471 $ | -30,0 % | 3.372.744 $ | -233.015 $ | -6,5 % | 3.605.759 $ | -67.482 $ | -1,8 % | |||
| MCCARTER PRIVATE WEALTH SERVICES LLC | 3.273.921 $ | -326.076 $ | -9,1 % | 3.599.997 $ | ||||||||
| PACES FERRY WEALTH ADVISORS, LLC | 3.598.814 $ | +310.313 $ | +9,4 % | 3.288.501 $ | +786.378 $ | +31,4 % | 2.502.123 $ | |||||
| DUNCKER STREETT & CO INC | 3.397.022 $ | -148.409 $ | -4,2 % | 3.545.431 $ | -53.343 $ | -1,5 % | 3.598.774 $ | +278.618 $ | +8,4 % | |||
| Live Oak Private Wealth LLC | 3.581.143 $ | +1.302.670 $ | +57,2 % | 2.278.473 $ | +532.916 $ | +30,5 % | 1.745.557 $ | +304.384 $ | +21,1 % | |||
| Warren Street Wealth Advisors, LLC | 3.574.771 $ | +194.359 $ | +5,7 % | 3.380.412 $ | +26.591 $ | +0,8 % | 3.353.821 $ | -124.631 $ | -3,6 % | |||
| Trinity Wealth Management, LLC | 3.364.406 $ | -205.134 $ | -5,7 % | 3.569.540 $ | +57.992 $ | +1,7 % | 3.511.548 $ | +627.290 $ | +21,7 % | 2.884.258 $ | -475.395 $ | -14,2 % |
| Hegarty Advisors, LLC | 3.085.073 $ | -481.446 $ | -13,5 % | 3.566.519 $ | +139.881 $ | +4,1 % | 3.426.638 $ | +281.285 $ | +8,9 % | 3.145.353 $ | ||
| LaFleur & Godfrey LLC | 3.552.874 $ | +313.075 $ | +9,7 % | 3.239.799 $ | +649.472 $ | +25,1 % | 2.590.327 $ | -231.930 $ | -8,2 % | |||
| Odyssey Group, LLC | 3.548.309 $ | |||||||||||
| OPAL CAPITAL LLC | 3.544.446 $ | |||||||||||
| FF Advisors,LLC | 3.541.149 $ | +1.587.439 $ | +81,3 % | 1.953.710 $ | +1.211.738 $ | +163,3 % | 741.972 $ | -2.303.947 $ | -75,6 % | 3.045.919 $ | +2.309.754 $ | +313,8 % |
| Mills Wealth Advisors LLC | 1.819.782 $ | -1.719.212 $ | -48,6 % | 3.538.994 $ | -1.303.567 $ | -26,9 % | ||||||
| B. Riley Wealth Advisors, Inc. | 3.532.309 $ | +1.883.566 $ | +114,2 % | 1.648.743 $ | +159.898 $ | +10,7 % | 1.488.845 $ | -539.285 $ | -26,6 % | 2.028.130 $ | +735.614 $ | +56,9 % |
| NWF Advisory Services Inc. | 3.529.638 $ | +401.754 $ | +12,8 % | 3.127.884 $ | +461.974 $ | +17,3 % | 2.665.910 $ | +363.361 $ | +15,8 % | 2.302.549 $ | -2.463.409 $ | -51,7 % |
| Cornerstone Wealth Management, LLC | 3.254.114 $ | +286.719 $ | +9,7 % | 2.967.395 $ | -552.812 $ | -15,7 % | 3.520.207 $ | +120.886 $ | +3,6 % | |||
| AssuredPartners Investment Advisors, LLC | 3.514.157 $ | +562.411 $ | +19,1 % | 2.951.746 $ | +1.612.043 $ | +120,3 % | 1.339.703 $ | +488.269 $ | +57,3 % | |||
| Peterson Wealth Advisors, LLC | 1.809.770 $ | -980.555 $ | -35,1 % | 2.790.325 $ | +508.997 $ | +22,3 % | 2.281.328 $ | -1.228.418 $ | -35,0 % | 3.509.746 $ | +33.368 $ | +1,0 % |
| OneAscent Financial Services LLC | 3.437.022 $ | -66.151 $ | -1,9 % | 3.503.173 $ | +1.857.787 $ | +112,9 % | 1.645.386 $ | -353.687 $ | -17,7 % | |||
| Coastline Trust Co | 2.907.815 $ | -587.513 $ | -16,8 % | 3.495.328 $ | +1.684.893 $ | +93,1 % | 1.810.435 $ | +263.253 $ | +17,0 % | 1.547.182 $ | -755.654 $ | -32,8 % |
| Capasso Planning Partners LLC | 3.129.935 $ | -76.793 $ | -2,4 % | 3.206.728 $ | -280.029 $ | -8,0 % | 3.486.757 $ | +2.314.361 $ | +197,4 % | |||
| IFG Advisors, LLC | 3.324.420 $ | -147.765 $ | -4,3 % | 3.472.185 $ | +381.939 $ | +12,4 % | 3.090.246 $ | +144.991 $ | +4,9 % | 2.945.255 $ | +159.295 $ | +5,7 % |
| CORNERSTONE ENTERPRISES, LLC | 3.470.800 $ | +244.909 $ | +7,6 % | 3.225.891 $ | ||||||||
| VOYA INVESTMENT MANAGEMENT LLC | 3.456.387 $ | -9.892 $ | -0,3 % | 3.466.279 $ | ||||||||
| Premier Private Wealth Management LLC | 3.462.781 $ | +2.526.113 $ | +269,7 % | 936.668 $ | +662.350 $ | +241,5 % | 274.318 $ | |||||
| Cooksen Wealth, LLC | 3.457.352 $ | +5.043 $ | +0,1 % | 3.452.309 $ | +158.038 $ | +4,8 % | 3.294.271 $ | +46.807 $ | +1,4 % | 3.247.464 $ | -14.604 $ | -0,4 % |
| STEINBERGANNA WEALTH MANAGEMENT | 3.456.783 $ | +258.675 $ | +8,1 % | 3.198.108 $ | +294.837 $ | +10,2 % | 2.903.271 $ | +346.066 $ | +13,5 % | |||
| Aviance Capital Partners, LLC | 3.453.017 $ | +547.714 $ | +18,9 % | 2.905.303 $ | +39.088 $ | +1,4 % | 2.866.215 $ | +95.583 $ | +3,4 % | |||
| COFG Advisors, LLC | 3.450.740 $ | +39.400 $ | +1,2 % | 3.411.340 $ | +151.508 $ | +4,6 % | 3.259.832 $ | |||||
| Beacon Financial Advisory LLC | 3.449.365 $ | +3.234.326 $ | +1.504,1 % | 215.039 $ | ||||||||
| GREENUP STREET WEALTH MANAGEMENT LLC | 3.405.925 $ | +93.899 $ | +2,8 % | 3.312.026 $ | -134.456 $ | -3,9 % | 3.446.482 $ | +220.969 $ | +6,9 % | |||
| First Financial Group Corp | 3.443.529 $ | +36.384 $ | +1,1 % | 3.407.145 $ | +526.222 $ | +18,3 % | 2.880.923 $ | +297.528 $ | +11,5 % | 2.583.395 $ | +159.755 $ | +6,6 % |
| OMNI 360 Wealth, Inc. | 3.424.564 $ | +127.353 $ | +3,9 % | 3.297.211 $ | +65.859 $ | +2,0 % | 3.231.352 $ | -33.746 $ | -1,0 % | 3.265.098 $ | +191.809 $ | +6,2 % |
| 180 WEALTH ADVISORS, LLC | 3.419.906 $ | +522.399 $ | +18,0 % | 2.897.507 $ | +138.860 $ | +5,0 % | 2.758.647 $ | +202.856 $ | +7,9 % | |||
| RETIREMENT CAPITAL STRATEGIES | 3.412.952 $ | +990.981 $ | +40,9 % | |||||||||
| SMART Wealth LLC | 3.400.508 $ | +1.048.383 $ | +44,6 % | 2.352.125 $ | +110.490 $ | +4,9 % | 2.241.635 $ | +299.612 $ | +15,4 % | |||
| FORONJY FINANCIAL LLC | 2.406.081 $ | -704.252 $ | -22,6 % | 3.110.333 $ | -66.339 $ | -2,1 % | 3.176.672 $ | -222.708 $ | -6,6 % | 3.399.380 $ | +436.443 $ | +14,7 % |
| Strategies Wealth Advisors, LLC | 3.395.617 $ | +661.720 $ | +24,2 % | 2.733.897 $ | -1.698 $ | -0,1 % | 2.735.595 $ | +51.038 $ | +1,9 % | |||
| Sharper & Granite LLC | 3.384.648 $ | +49.337 $ | +1,5 % | 3.335.311 $ | +335.156 $ | +11,2 % | 3.000.155 $ | +338.131 $ | +12,7 % | |||
| Generations Wealth, LLC | 2.986.674 $ | -379.526 $ | -11,3 % | 3.366.200 $ | +425.815 $ | +14,5 % | 2.940.385 $ | |||||
| Waterfront Wealth Inc. | 3.364.060 $ | +437.314 $ | +14,9 % | 2.926.746 $ | -319.326 $ | -9,8 % | 3.246.072 $ | +265.054 $ | +8,9 % | |||
| CCG WEALTH MANAGEMENT, LLC | 3.345.447 $ | +467.269 $ | +16,2 % | 2.878.178 $ | +102.559 $ | +3,7 % | 2.775.619 $ | +56.106 $ | +2,1 % | |||
| GRAND WEALTH MANAGEMENT, LLC | 3.344.989 $ | +490.599 $ | +17,2 % | 2.854.390 $ | -311.928 $ | -9,9 % | 3.166.318 $ | +26.413 $ | +0,8 % | |||
| Gilbert Capital Group, Inc. | 3.341.093 $ | +960.667 $ | +40,4 % | 2.380.426 $ | -29.809 $ | -1,2 % | 2.410.235 $ | +58.421 $ | +2,5 % | |||
| Bristlecone Value Partners, LLC | 2.585.498 $ | -754.120 $ | -22,6 % | 3.339.618 $ | +168.679 $ | +5,3 % | 3.170.939 $ | |||||
| Sagace Wealth Management LLC | 3.337.532 $ | +23.399 $ | +0,7 % | 3.314.133 $ | +84.741 $ | +2,6 % | 3.229.392 $ | -18.269 $ | -0,6 % | |||
| Joel Adams & Associates, Inc. | 3.334.590 $ | +552.834 $ | +19,9 % | 2.781.756 $ | -110.333 $ | -3,8 % | 2.892.089 $ | -272.706 $ | -8,6 % | |||
| TWIN PEAKS WEALTH ADVISORS, LLC | 3.334.185 $ | +326.307 $ | +10,8 % | 3.007.878 $ | +1.533.366 $ | +104,0 % | 1.474.512 $ | +1.150.272 $ | +354,8 % | |||
| ADVISORY RESEARCH INC | 3.331.809 $ | +997.199 $ | +42,7 % | 2.334.610 $ | +383.867 $ | +19,7 % | 1.950.743 $ | -5.534 $ | -0,3 % | |||
| Hudson Portfolio Management LLC | 3.320.750 $ | +164.732 $ | +5,2 % | 3.156.018 $ | +307.055 $ | +10,8 % | 2.848.963 $ | +541.840 $ | +23,5 % | |||
| Stonebridge Financial Group, LLC | 2.863.584 $ | +6.769 $ | +0,2 % | 2.856.815 $ | -455.423 $ | -13,7 % | 3.312.238 $ | -892.952 $ | -21,2 % | |||
| Empower Advisory Group, LLC | 3.311.529 $ | +559.773 $ | +20,3 % | 2.751.756 $ | -117.166 $ | -4,1 % | 2.868.922 $ | +782.054 $ | +37,5 % | |||
| Smart Money Group LLC | 2.696.755 $ | -389.080 $ | -12,6 % | 3.085.835 $ | -219.070 $ | -6,6 % | 3.304.905 $ | +441.398 $ | +15,4 % | |||
| Royal Harbor Partners, LLC | 3.304.795 $ | |||||||||||
| CASTLEKEEP INVESTMENT ADVISORS LLC | 2.326.467 $ | -157.737 $ | -6,3 % | 2.484.204 $ | -814.976 $ | -24,7 % | 3.299.180 $ | +204.012 $ | +6,6 % | |||
| Buska Wealth Management, LLC | 2.703.238 $ | -592.380 $ | -18,0 % | 3.295.618 $ | +164.787 $ | +5,3 % | 3.130.831 $ | -5.538 $ | -0,2 % | 3.136.369 $ | -601.628 $ | -16,1 % |
| TD Waterhouse Canada Inc. | 3.294.494 $ | +11.346 $ | +0,3 % | 3.283.148 $ | +231.279 $ | +7,6 % | 3.051.869 $ | +1.157.949 $ | +61,1 % | 1.893.920 $ | +152.748 $ | +8,8 % |
| NEPC LLC | 3.293.280 $ | +18.358 $ | +0,6 % | 3.274.922 $ | +32.127 $ | +1,0 % | 3.242.795 $ | -76.710 $ | -2,3 % | |||
| Farrell Financial LLC | 3.286.913 $ | +162.358 $ | +5,2 % | 3.124.555 $ | +115.171 $ | +3,8 % | 3.009.384 $ | +78.918 $ | +2,7 % | 2.930.466 $ | +57.627 $ | +2,0 % |
| MORRIS FINANCIAL CONCEPTS, INC. | 3.285.473 $ | +721.920 $ | +28,2 % | 2.563.553 $ | +624.064 $ | +32,2 % | 1.939.489 $ | +269.193 $ | +16,1 % | |||
| Edge Financial Advisors LLC | 3.285.344 $ | +278.379 $ | +9,3 % | |||||||||
| Astra Wealth Partners LLC | 1.074.678 $ | +495.180 $ | +85,4 % | 579.498 $ | -2.698.288 $ | -82,3 % | 3.277.786 $ | |||||
| Cypress Capital Group | 3.276.615 $ | +1.012.770 $ | +44,7 % | 2.263.845 $ | +228.586 $ | +11,2 % | 2.035.259 $ | +209.959 $ | +11,5 % | |||
| Miller Global Investments, LLC | 375.339 $ | -2.895.806 $ | -88,5 % | 3.271.145 $ | +2.870.080 $ | +715,6 % | 401.065 $ | -39.745 $ | -9,0 % | 440.810 $ | ||
| Financial Symmetry Inc | 3.037.510 $ | -221.863 $ | -6,8 % | 3.259.373 $ | +111.130 $ | +3,5 % | 3.148.243 $ | +516.609 $ | +19,6 % | 2.631.634 $ | +46.803 $ | +1,8 % |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 3.186.555 $ | -71.156 $ | -2,2 % | 3.257.711 $ | +779.241 $ | +31,4 % | 2.478.470 $ | +355.576 $ | +16,7 % | 2.122.894 $ | -6.449.437 $ | -75,2 % |
| Argent Trust Co | 3.256.401 $ | +554.676 $ | +20,5 % | 2.701.725 $ | +1.649.476 $ | +156,8 % | 1.052.249 $ | -278.289 $ | -20,9 % | |||
| Patten Group, Inc. | 3.085.139 $ | -167.272 $ | -5,1 % | 3.252.411 $ | +12.263 $ | +0,4 % | 3.240.148 $ | +157.244 $ | +5,1 % | |||
| Schear Investment Advisers, LLC | 3.252.179 $ | |||||||||||
| Tempo Wealth, LLC | 3.252.179 $ | +2.715.217 $ | +505,7 % | 536.962 $ | ||||||||
| ORRSTOWN FINANCIAL SERVICES INC | 3.251.578 $ | +1.979.294 $ | +155,6 % | 1.272.284 $ | +84.678 $ | +7,1 % | 1.187.606 $ | +75.376 $ | +6,8 % | 1.112.230 $ | +282.140 $ | +34,0 % |
| HARBOUR INVESTMENT MANAGEMENT LLC | 3.244.122 $ | +282.973 $ | +9,6 % | 2.961.149 $ | +788.448 $ | +36,3 % | 2.172.701 $ | -18.938 $ | -0,9 % | |||
| COLTON GROOME FINANCIAL ADVISORS, LLC | 3.053.775 $ | -177.516 $ | -5,5 % | 3.231.291 $ | +1.350.844 $ | +71,8 % | 1.880.447 $ | +258.802 $ | +16,0 % | 1.621.645 $ | -639.023 $ | -28,3 % |
| Forefront Wealth Partners, LLC | 3.228.924 $ | +2.031.765 $ | +169,7 % | 1.197.159 $ | +147.268 $ | +14,0 % | 1.049.891 $ | +22.370 $ | +2,2 % | |||
| Columbus Macro, LLC | 3.227.330 $ | +715.223 $ | +28,5 % | 2.512.107 $ | +101.189 $ | +4,2 % | 2.410.918 $ | +59.986 $ | +2,6 % | 2.350.932 $ | -342.130 $ | -12,7 % |
| Lineweaver Wealth Advisors, LLC | 1.782.105 $ | -485.051 $ | -21,4 % | 2.267.156 $ | -282.136 $ | -11,1 % | 2.549.292 $ | -674.091 $ | -20,9 % | 3.223.383 $ | +204.502 $ | +6,8 % |
| Quad-Cities Investment Group, LLC | 3.206.265 $ | -14.477 $ | -0,4 % | 3.220.742 $ | +472.220 $ | +17,2 % | 2.748.522 $ | +228.725 $ | +9,1 % | 2.519.797 $ | +117.450 $ | +4,9 % |
| Capstone Financial Advisors, Inc. | 3.217.551 $ | +607.970 $ | +23,3 % | 2.609.581 $ | -248.902 $ | -8,7 % | 2.858.483 $ | -315.543 $ | -9,9 % | |||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.625.128 $ | -1.587.685 $ | -49,4 % | 3.212.813 $ | +959.620 $ | +42,6 % | 2.253.193 $ | +70.592 $ | +3,2 % | |||
| Versant Capital Management, Inc | 2.972.444 $ | -239.081 $ | -7,4 % | 3.211.525 $ | +511.610 $ | +18,9 % | 2.699.915 $ | +103.615 $ | +4,0 % | 2.596.300 $ | +75.312 $ | +3,0 % |
| Americana Partners, LLC | 3.207.735 $ | +108.194 $ | +3,5 % | 3.099.541 $ | -38.518 $ | -1,2 % | 3.138.059 $ | +38.093 $ | +1,2 % | |||
| FIRETHORN WEALTH PARTNERS, LLC | 3.070.836 $ | -130.532 $ | -4,1 % | 3.201.368 $ | +280.376 $ | +9,6 % | 2.920.992 $ | +73.320 $ | +2,6 % | 2.847.672 $ | +18.143 $ | +0,6 % |
| Joseph Group Capital Management | 2.895.086 $ | +58.864 $ | +2,1 % | 2.836.222 $ | -340.232 $ | -10,7 % | 3.176.454 $ | -138.793 $ | -4,2 % | |||
| Gen-Wealth Partners Inc | 3.172.769 $ | +332.332 $ | +11,7 % | 2.840.437 $ | +170.108 $ | +6,4 % | 2.670.329 $ | +754.920 $ | +39,4 % | |||
| JDH Wealth Management, LLC | 3.170.081 $ | +66.314 $ | +2,1 % | 3.103.767 $ | +278.975 $ | +9,9 % | 2.824.792 $ | +242.983 $ | +9,4 % | 2.581.809 $ | +23.467 $ | +0,9 % |
| Higgins & Schmidt Wealth Strategies LLC | 1.372.502 $ | -1.794.644 $ | -56,7 % | 3.167.146 $ | +985.080 $ | +45,1 % | 2.182.066 $ | |||||
| PFG Investments, LLC | 3.166.951 $ | +1.244.862 $ | +64,8 % | 1.922.089 $ | -91.016 $ | -4,5 % | 2.013.105 $ | +49.177 $ | +2,5 % | |||
| SONATA CAPITAL GROUP INC | 2.977.459 $ | -186.964 $ | -5,9 % | 3.164.423 $ | +146.983 $ | +4,9 % | 3.017.440 $ | +759.240 $ | +33,6 % | 2.258.200 $ | +242.200 $ | +12,0 % |
| Johnson Wealth Management, LLC | 3.155.279 $ | +192.800 $ | +6,5 % | 2.962.479 $ | +44.793 $ | +1,5 % | 2.917.686 $ | +82.981 $ | +2,9 % | |||
| OFC FINANCIAL PLANNING, LLC | 2.805.723 $ | -301.333 $ | -9,7 % | 3.107.056 $ | -46.708 $ | -1,5 % | 3.153.764 $ | -364.429 $ | -10,4 % | |||
| Sequent Planning LLC | 3.151.568 $ | +259.397 $ | +9,0 % | 2.892.171 $ | +795.851 $ | +38,0 % | 2.096.320 $ | +465.756 $ | +28,6 % | |||
| Sunburst Financial Group, LLC | 3.043.460 $ | -38.426 $ | -1,2 % | 3.081.886 $ | -43.303 $ | -1,4 % | 3.125.189 $ | -26.363 $ | -0,8 % | 3.151.552 $ | -239.567 $ | -7,1 % |
| Firestone Capital Management | 3.150.946 $ | +482.829 $ | +18,1 % | 2.668.117 $ | +1.745.242 $ | +189,1 % | 922.875 $ | +406.357 $ | +78,7 % | |||
| Tennessee Valley Asset Management Partners | 3.138.559 $ | +28.555 $ | +0,9 % | 3.110.004 $ | +813.765 $ | +35,4 % | 2.296.239 $ | -59.535 $ | -2,5 % | |||
| Professional Financial Advisors, LLC | 3.070.266 $ | -59.594 $ | -1,9 % | 3.129.860 $ | +554.530 $ | +21,5 % | 2.575.330 $ | +293.272 $ | +12,9 % | 2.282.058 $ | +85.919 $ | +3,9 % |
| Daviman Financial, LLC | 2.293.359 $ | -826.759 $ | -26,5 % | 3.120.118 $ | +512.635 $ | +19,7 % | 2.607.483 $ | |||||
| Performance Wealth Partners, LLC | 3.118.881 $ | +1.051.201 $ | +50,8 % | 2.067.680 $ | +22.509 $ | +1,1 % | 2.045.171 $ | -46.759 $ | -2,2 % | |||
| WASHINGTON CAPITAL MANAGEMENT, INC | 1.394.378 $ | -1.719.719 $ | -55,2 % | 3.114.097 $ | -36.840 $ | -1,2 % | ||||||
| Centennial Bank/AR/ | 3.110.077 $ | +183.052 $ | +6,3 % | 2.927.025 $ | +552.670 $ | +23,3 % | 2.374.355 $ | +441.522 $ | +22,8 % | |||
| Opus Financial Solutions LLC | 3.103.059 $ | +125.040 $ | +4,2 % | 2.978.019 $ | -41.465 $ | -1,4 % | 3.019.484 $ | |||||
| Asset Allocation Strategies LLC | 2.635.796 $ | -120.590 $ | -4,4 % | 2.756.386 $ | -180.326 $ | -6,1 % | 2.936.712 $ | -165.836 $ | -5,3 % | 3.102.548 $ | -348.476 $ | -10,1 % |
| Israel Discount Bank of New York | 3.097.264 $ | +1.131.679 $ | +57,6 % | 1.965.585 $ | +165.247 $ | +9,2 % | 1.800.338 $ | +393.466 $ | +28,0 % | 1.406.872 $ | -610.920 $ | -30,3 % |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2.660.503 $ | +413.515 $ | +18,4 % | 2.246.988 $ | -835.657 $ | -27,1 % | 3.082.645 $ | +764.223 $ | +33,0 % | |||
| Madrid Wealth Management, LLC | 3.072.149 $ | +494.602 $ | +19,2 % | 2.577.547 $ | +540.977 $ | +26,6 % | 2.036.570 $ | |||||
| Enclave Advisors LLC | 587.211 $ | -212.055 $ | -26,5 % | 799.266 $ | -1.854.320 $ | -69,9 % | 2.653.586 $ | -415.423 $ | -13,5 % | 3.069.009 $ | +533.264 $ | +21,0 % |
| Cordgrass Capital Advisors, LLC | 99.730 $ | -2.968.452 $ | -96,7 % | 3.068.182 $ | +271.807 $ | +9,7 % | 2.796.375 $ | +193.387 $ | +7,4 % | |||
| FISCHER INVESTMENT STRATEGIES, LLC | 2.871.701 $ | -109.887 $ | -3,7 % | 2.981.588 $ | -84.789 $ | -2,8 % | 3.066.377 $ | -3.578.818 $ | -53,9 % | |||
| Moss Adams Wealth Advisors LLC | 1.910.635 $ | -267.879 $ | -12,3 % | 2.178.514 $ | -876.026 $ | -28,7 % | 3.054.540 $ | -121.030 $ | -3,8 % | |||
| Apollon Financial, LLC | 2.938.618 $ | -109.470 $ | -3,6 % | 3.048.088 $ | +297.153 $ | +10,8 % | 2.750.935 $ | +574.714 $ | +26,4 % | |||
| NEW SOUTH CAPITAL MANAGEMENT INC | 2.902.466 $ | -145.488 $ | -4,8 % | 3.047.954 $ | +21.896 $ | +0,7 % | 3.026.058 $ | -8.584 $ | -0,3 % | |||
| Invariant Investment Management | 2.878.346 $ | -19.657 $ | -0,7 % | 2.898.003 $ | -31.584 $ | -1,1 % | 2.929.587 $ | -109.610 $ | -3,6 % | 3.039.197 $ | ||
| Tranquilli Financial Advisor LLC | 1.963.641 $ | -1.073.119 $ | -35,3 % | 3.036.760 $ | +1.714.744 $ | +129,7 % | 1.322.016 $ | -779.180 $ | -37,1 % | |||
| CITY NATIONAL BANK OF FLORIDA /MSD | 2.470.622 $ | -79.090 $ | -3,1 % | 2.549.712 $ | -486.238 $ | -16,0 % | 3.035.950 $ | +59.423 $ | +2,0 % | |||
| FORTERIS WEALTH MANAGEMENT INC. | 3.034.974 $ | +4.338 $ | +0,1 % | 3.030.636 $ | +556.135 $ | +22,5 % | 2.474.501 $ | +203.969 $ | +9,0 % | 2.270.532 $ | ||
| Washington Trust Advisors, Inc. | 3.030.713 $ | +66.356 $ | +2,2 % | 2.964.357 $ | +408.074 $ | +16,0 % | 2.556.283 $ | +130.535 $ | +5,4 % | 2.425.748 $ | +38.979 $ | +1,6 % |
| DeDora Capital, Inc. | 2.828.066 $ | -202.091 $ | -6,7 % | 3.030.157 $ | +205.230 $ | +7,3 % | 2.824.927 $ | +26.295 $ | +0,9 % | |||
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 3.024.721 $ | +553.757 $ | +22,4 % | 2.470.964 $ | +28.417 $ | +1,2 % | 2.442.547 $ | -55.646 $ | -2,2 % | |||
| KEYVANTAGE WEALTH, LLC | 3.001.687 $ | +23.663 $ | +0,8 % | 2.978.024 $ | +220.979 $ | +8,0 % | 2.757.045 $ | +2.035.362 $ | +282,0 % | |||
| DEARBORN PARTNERS LLC | 2.998.755 $ | +1.670.587 $ | +125,8 % | 1.328.168 $ | +363.195 $ | +37,6 % | 964.973 $ | +236.758 $ | +32,5 % | |||
| CONQUIS FINANCIAL LLC | 2.077.807 $ | -8.085 $ | -0,4 % | 2.085.892 $ | -911.624 $ | -30,4 % | 2.997.516 $ | +851.785 $ | +39,7 % | |||
| Howard Capital Management, LLC | 2.993.890 $ | +1.781.298 $ | +146,9 % | 1.212.592 $ | +92.424 $ | +8,3 % | ||||||
| Balanced Rock Investment Advisors LLC | 1.993.398 $ | -1.000.199 $ | -33,4 % | 2.993.597 $ | +139.265 $ | +4,9 % | 2.854.332 $ | +41.828 $ | +1,5 % | |||
| Laurel Wealth Advisors LLC | 2.991.601 $ | +82.023 $ | +2,8 % | 2.909.578 $ | +131.404 $ | +4,7 % | 2.778.174 $ | +691.197 $ | +33,1 % | |||
| Bulltick Wealth Management, LLC | 1.338.855 $ | -744.050 $ | -35,7 % | 2.082.905 $ | -908.650 $ | -30,4 % | 2.991.555 $ | -4.698.594 $ | -61,1 % | |||
| Accurate Wealth Management, LLC | 2.588.480 $ | +98.407 $ | +4,0 % | 2.490.073 $ | +1.166.419 $ | +88,1 % | 1.323.654 $ | -1.665.865 $ | -55,7 % | 2.989.519 $ | +9.675 $ | +0,3 % |
| Jaffetilchin Investment Partners, LLC | 2.986.360 $ | +540.745 $ | +22,1 % | 2.445.615 $ | +377.486 $ | +18,3 % | 2.068.129 $ | +46.679 $ | +2,3 % | |||
| FC Advisory LLC | 2.984.424 $ | +73.006 $ | +2,5 % | 2.911.418 $ | +66.042 $ | +2,3 % | 2.845.376 $ | +51.530 $ | +1,8 % | 2.793.846 $ | +32.556 $ | +1,2 % |
| BG Investment Services, LLC | 2.938.166 $ | -45.764 $ | -1,5 % | 2.983.930 $ | +127.033 $ | +4,4 % | 2.856.897 $ | -180.224 $ | -5,9 % | |||
| Pinnacle Financial Group, LLC / IL | 2.979.776 $ | +426.006 $ | +16,7 % | 2.553.770 $ | +103.814 $ | +4,2 % | 2.449.956 $ | +134.676 $ | +5,8 % | |||
| Tenzing Financial LLC | 2.968.457 $ | +374.474 $ | +14,4 % | 2.593.983 $ | +156.098 $ | +6,4 % | 2.437.885 $ | |||||
| Granite Bay Wealth Management, LLC | 2.963.000 $ | |||||||||||
| Capital Investment Advisory Services, LLC | 2.953.517 $ | +789.266 $ | +36,5 % | 2.164.251 $ | +212.997 $ | +10,9 % | 1.951.254 $ | -189.540 $ | -8,9 % | |||
| SIMPLEX TRADING, LLC | 108.801 $ | -2.844.558 $ | -96,3 % | 2.953.359 $ | +549.671 $ | +22,9 % | 2.403.688 $ | |||||
| One Day In July LLC | 2.916.292 $ | -31.768 $ | -1,1 % | 2.948.060 $ | +4.047 $ | +0,1 % | ||||||
| Professional Financial Management, Inc. | 2.944.362 $ | |||||||||||
| LJI Wealth Management, LLC | 2.939.411 $ | +725.164 $ | +32,7 % | 2.214.247 $ | +1.058.474 $ | +91,6 % | 1.155.773 $ | +712.882 $ | +161,0 % | |||
| Qube Research & Technologies Ltd | 2.939.142 $ | +2.257.110 $ | +330,9 % | 682.032 $ | -627.774 $ | -47,9 % | 1.309.806 $ | +134.206 $ | +11,4 % | |||
| WALLER FINANCIAL PLANNING GROUP, INC | 2.902.582 $ | -28.018 $ | -1,0 % | 2.930.600 $ | +69.539 $ | +2,4 % | 2.861.061 $ | +66.668 $ | +2,4 % | 2.794.393 $ | +17.879 $ | +0,6 % |
| APS Management Group, Inc. | 2.338.569 $ | -590.776 $ | -20,2 % | 2.929.345 $ | +500.470 $ | +20,6 % | 2.428.875 $ | +116.244 $ | +5,0 % | 2.312.631 $ | +28.794 $ | +1,3 % |
| Avail Investment Partners, LLC | 2.923.988 $ | +614.198 $ | +26,6 % | 2.309.790 $ | +95.790 $ | +4,3 % | 2.214.000 $ | |||||
| Exit Wealth Advisors, LLC. | 2.922.931 $ | +361.723 $ | +14,1 % | 2.561.208 $ | ||||||||
| WHITE PINE CAPITAL LLC | 1.171.049 $ | -1.750.131 $ | -59,9 % | 2.921.180 $ | +1.370.791 $ | +88,4 % | 1.550.389 $ | +415.070 $ | +36,6 % | |||
| Richmond Brothers, Inc. | 1.093.820 $ | -920.245 $ | -45,7 % | 2.014.065 $ | -904.052 $ | -31,0 % | 2.918.117 $ | -1.467.078 $ | -33,5 % | |||
| Balboa Wealth Partners | 2.902.768 $ | |||||||||||
| Vistica Wealth Advisors, LLC | 2.900.783 $ | +458.478 $ | +18,8 % | 2.442.305 $ | +191.677 $ | +8,5 % | 2.250.628 $ | |||||
| Abound Wealth Management | 2.845.207 $ | -55.343 $ | -1,9 % | 2.900.550 $ | +24.705 $ | +0,9 % | 2.875.845 $ | -35.703 $ | -1,2 % | |||
| James J. Burns & Company, LLC | 1.260.372 $ | -1.427.720 $ | -53,1 % | 2.688.092 $ | -211.487 $ | -7,3 % | 2.899.579 $ | +1.325.240 $ | +84,2 % | 1.574.339 $ | -194.133 $ | -11,0 % |
| Seek First Inc. | 2.897.563 $ | |||||||||||
| Helium Advisors LLC | 2.887.914 $ | +674.033 $ | +30,4 % | 2.213.881 $ | +1.180.123 $ | +114,2 % | 1.033.758 $ | +73.797 $ | +7,7 % | |||
| JMG Financial Group, Ltd. | 2.884.690 $ | +46.414 $ | +1,6 % | 2.838.276 $ | +93.872 $ | +3,4 % | 2.744.404 $ | -55.069 $ | -2,0 % | |||
| Evergreen Wealth Partners LLC | 2.882.146 $ | |||||||||||
| Purus Wealth Management, LLC | 2.584.243 $ | -294.988 $ | -10,2 % | 2.879.231 $ | +318.840 $ | +12,5 % | 2.560.391 $ | +209.983 $ | +8,9 % | 2.350.408 $ | +133.765 $ | +6,0 % |
| Lakewood Asset Management LLC | 2.676.556 $ | -202.535 $ | -7,0 % | 2.879.091 $ | +251.160 $ | +9,6 % | 2.627.931 $ | +176.177 $ | +7,2 % | |||
| Polaris Investment Advisors, LLC | 2.876.902 $ | +654.119 $ | +29,4 % | 2.222.783 $ | -464.723 $ | -17,3 % | 2.687.506 $ | +253.324 $ | +10,4 % | 2.434.182 $ | ||
| STEVENS CAPITAL PARTNERS | 2.876.014 $ | +846.560 $ | +41,7 % | 2.029.454 $ | +473.079 $ | +30,4 % | 1.556.375 $ | +343.002 $ | +28,3 % | |||
| ALPS ADVISORS INC | 2.874.412 $ | |||||||||||
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2.106.772 $ | -141.789 $ | -6,3 % | 2.248.561 $ | -279.695 $ | -11,1 % | 2.528.256 $ | -344.997 $ | -12,0 % | 2.873.253 $ | -911.982 $ | -24,1 % |
| Lansing Street Advisors | 2.871.664 $ | +174.170 $ | +6,5 % | 2.697.494 $ | -70.480 $ | -2,5 % | 2.767.974 $ | -96.634 $ | -3,4 % | |||
| Lynx Investment Advisory | 2.864.717 $ | +1.119.623 $ | +64,2 % | 1.745.094 $ | +559.835 $ | +47,2 % | 1.185.259 $ | -63.650 $ | -5,1 % | |||
| Sargent Investment Group, LLC | 2.372.061 $ | -395.439 $ | -14,3 % | 2.767.500 $ | -93.851 $ | -3,3 % | 2.861.351 $ | +304.196 $ | +11,9 % | |||
| Windward Private Wealth Management Inc. | 2.781.008 $ | -60.203 $ | -2,1 % | 2.841.211 $ | -14.449 $ | -0,5 % | 2.855.660 $ | -33.094 $ | -1,1 % | |||
| Laurel Wealth Planning LLC | 2.728.755 $ | -126.176 $ | -4,4 % | 2.854.931 $ | +65.049 $ | +2,3 % | 2.789.882 $ | +110.741 $ | +4,1 % | |||
| VALICENTI ADVISORY SERVICES INC | 2.382.000 $ | +274.000 $ | +13,0 % | 2.108.000 $ | -745.000 $ | -26,1 % | 2.853.000 $ | +153.000 $ | +5,7 % | |||
| SlateStone Wealth, LLC | 2.851.000 $ | +769.000 $ | +36,9 % | 2.082.000 $ | +644.000 $ | +44,8 % | 1.438.000 $ | +277.000 $ | +23,9 % | |||
| Financial Partners Group, Inc | 528.753 $ | -2.316.172 $ | -81,4 % | 2.844.925 $ | +699.733 $ | +32,6 % | 2.145.192 $ | +165.494 $ | +8,4 % | 1.979.698 $ | +673.431 $ | +51,6 % |
| Calamos Advisors LLC | 2.840.937 $ | |||||||||||
| E&G Advisors, LLC | 2.777.947 $ | -56.124 $ | -2,0 % | 2.834.071 $ | +162.709 $ | +6,1 % | 2.671.362 $ | -16.264 $ | -0,6 % | 2.687.626 $ | -20.881 $ | -0,8 % |
| HOGE FINANCIAL SERVICES, LLC | 2.790.031 $ | -39.196 $ | -1,4 % | 2.829.227 $ | +307.142 $ | +12,2 % | 2.522.085 $ | +172.177 $ | +7,3 % | |||
| Investor's Fiduciary Advisor Network, LLC | 1.976.000 $ | -847.000 $ | -30,0 % | 2.823.000 $ | +1.025.000 $ | +57,0 % | 1.798.000 $ | +635.000 $ | +54,6 % | |||
| Bullock Wealth Management Group | 2.822.763 $ | +190.748 $ | +7,2 % | 2.632.015 $ | +714.523 $ | +37,3 % | 1.917.492 $ | +100.705 $ | +5,5 % | 1.816.787 $ | -16.352 $ | -0,9 % |
| SAPIENT CAPITAL LLC | 2.132.705 $ | -49.123 $ | -2,3 % | 2.181.828 $ | -6.245 $ | -0,3 % | 2.188.073 $ | -630.157 $ | -22,4 % | 2.818.230 $ | +611.424 $ | +27,7 % |
| SigFig Wealth Management, LLC | 2.815.332 $ | +528.110 $ | +23,1 % | 2.287.222 $ | +240.968 $ | +11,8 % | 2.046.254 $ | -75.212 $ | -3,5 % | 2.121.466 $ | -132.049 $ | -5,9 % |
| Koss-Olinger Consulting, LLC | 2.814.437 $ | +191.063 $ | +7,3 % | 2.623.374 $ | +682.374 $ | +35,2 % | ||||||
| Seed Wealth Management, Inc. | 1.181.431 $ | -281.652 $ | -19,3 % | 1.463.083 $ | -983.939 $ | -40,2 % | 2.447.022 $ | -355.248 $ | -12,7 % | 2.802.270 $ | -1.780.183 $ | -38,8 % |
| Midwestern Financial, LLC /IA | 2.801.033 $ | +188.598 $ | +7,2 % | 2.612.435 $ | +195.507 $ | +8,1 % | 2.416.928 $ | +139.499 $ | +6,1 % | |||
| Capital Advisors, Ltd. LLC | 2.800.000 $ | +372.000 $ | +15,3 % | 2.428.000 $ | +34.000 $ | +1,4 % | 2.394.000 $ | +46.000 $ | +2,0 % | |||
| StoneCrest Wealth Management, Inc. | 2.150.510 $ | -547.789 $ | -20,3 % | 2.698.299 $ | -101.506 $ | -3,6 % | 2.799.805 $ | +66.511 $ | +2,4 % | |||
| Wealth Advisors of Tampa Bay, LLC | 2.773.119 $ | -7.937 $ | -0,3 % | 2.781.056 $ | -4.980 $ | -0,2 % | 2.786.036 $ | -57.751 $ | -2,0 % | |||
| Xena Financial Planning, LLC | 2.782.088 $ | +1.303.355 $ | +88,1 % | 1.478.733 $ | +153.769 $ | +11,6 % | 1.324.964 $ | +48.427 $ | +3,8 % | 1.276.537 $ | ||
| Blue Chip Partners, LLC | 2.781.324 $ | +1.306.297 $ | +88,6 % | 1.475.027 $ | +965.139 $ | +189,3 % | 509.888 $ | +8.309 $ | +1,7 % | |||
| Capital Management Associates, Inc | 2.716.959 $ | -63.334 $ | -2,3 % | 2.780.293 $ | +64.711 $ | +2,4 % | 2.715.582 $ | -3.662 $ | -0,1 % | 2.719.244 $ | +159.034 $ | +6,2 % |
| ACIMA PRIVATE WEALTH, LLC | 2.776.408 $ | +107.970 $ | +4,0 % | 2.668.438 $ | +202.998 $ | +8,2 % | 2.465.440 $ | +91.990 $ | +3,9 % | 2.373.450 $ | +33.652 $ | +1,4 % |
| M Wealth Management, LLC | 2.745.353 $ | +42.672 $ | +1,6 % | 2.702.681 $ | +444.281 $ | +19,7 % | 2.258.400 $ | +88.178 $ | +4,1 % | 2.170.222 $ | +20.727 $ | +1,0 % |
| WETZEL INVESTMENT ADVISORS, INC. | 2.506.189 $ | -145.928 $ | -5,5 % | 2.652.117 $ | -92.430 $ | -3,4 % | 2.744.547 $ | +1.179.199 $ | +75,3 % | 1.565.348 $ | +397.886 $ | +34,1 % |
| Barry Investment Advisors, LLC | 2.447.953 $ | -291.926 $ | -10,7 % | 2.739.879 $ | +53.287 $ | +2,0 % | 2.686.592 $ | +42.380 $ | +1,6 % | 2.644.212 $ | -566.884 $ | -17,7 % |
| LightSquare Wealth Management, LLC | 2.543.039 $ | -193.194 $ | -7,1 % | 2.736.233 $ | ||||||||
| Sollinda Capital Management LLC | 2.727.448 $ | +515.916 $ | +23,3 % | 2.211.532 $ | +185.092 $ | +9,1 % | 2.026.440 $ | -85.502 $ | -4,0 % | |||
| Unified Investment Management | 2.687.806 $ | -31.949 $ | -1,2 % | 2.719.755 $ | +3.997 $ | +0,1 % | 2.715.758 $ | -11.450 $ | -0,4 % | 2.727.208 $ | +957 $ | +0,0 % |
| BANK OF STOCKTON | 2.002.007 $ | -159.032 $ | -7,4 % | 2.161.039 $ | -87.035 $ | -3,9 % | 2.248.074 $ | -473.864 $ | -17,4 % | 2.721.938 $ | -32.067 $ | -1,2 % |
| Heritage Trust Co | 2.654.204 $ | -891 $ | -0,0 % | 2.655.095 $ | -65.997 $ | -2,4 % | 2.721.092 $ | -124.164 $ | -4,4 % | |||
| Philip James Wealth Mangement, LLC | 1.390.793 $ | -183.150 $ | -11,6 % | 1.573.943 $ | -1.146.536 $ | -42,1 % | 2.720.479 $ | -837 $ | -0,0 % | |||
| LifePlan Investment Advisors, Inc. | 2.719.023 $ | +332.029 $ | +13,9 % | 2.386.994 $ | -13.438 $ | -0,6 % | 2.400.432 $ | +187.106 $ | +8,5 % | |||
| HEADINVEST, LLC | 2.715.733 $ | +22.470 $ | +0,8 % | 2.693.263 $ | +68.595 $ | +2,6 % | 2.624.668 $ | +505.701 $ | +23,9 % | |||
| HTG Investment Advisors, Inc. | 2.714.073 $ | +101.404 $ | +3,9 % | 2.612.669 $ | +147.992 $ | +6,0 % | 2.464.677 $ | +61.727 $ | +2,6 % | |||
| LANARK FINANCIAL, INC. | 2.710.058 $ | +841.986 $ | +45,1 % | 1.868.072 $ | +436.289 $ | +30,5 % | 1.431.783 $ | |||||
| Pasadena Private Wealth, LLC | 2.707.548 $ | +1.434.422 $ | +112,7 % | 1.273.126 $ | ||||||||
| Silver Oak Advisory Group, Inc. | 2.699.000 $ | +189.000 $ | +7,5 % | 2.510.000 $ | +147.000 $ | +6,2 % | 2.363.000 $ | -74.000 $ | -3,0 % | |||
| Timonier Family Office, LTD. | 2.678.483 $ | +434.636 $ | +19,4 % | 2.243.847 $ | -215.602 $ | -8,8 % | ||||||
| Compton Financial Group, LLC | 1.976.518 $ | -122.542 $ | -5,8 % | 2.099.060 $ | -575.496 $ | -21,5 % | 2.674.556 $ | -636.700 $ | -19,2 % | |||
| Guardian Partners Inc. | 2.670.170 $ | +2.202.757 $ | +471,3 % | 467.413 $ | +89.661 $ | +23,7 % | 377.752 $ | +1.990 $ | +0,5 % | 375.762 $ | +34.600 $ | +10,1 % |
| Pinnacle Bancorp, Inc. | 2.664.701 $ | +462.102 $ | +21,0 % | 2.202.599 $ | +127.928 $ | +6,2 % | 2.074.671 $ | +324.638 $ | +18,6 % | 1.750.033 $ | +25.558 $ | +1,5 % |
| MONARCH CAPITAL MANAGEMENT INC | 2.501.755 $ | -71.830 $ | -2,8 % | 2.573.585 $ | -90.549 $ | -3,4 % | 2.664.134 $ | +68.671 $ | +2,6 % | 2.595.463 $ | -15.324 $ | -0,6 % |
| Investmark Advisory Group LLC | 2.663.957 $ | +637.083 $ | +31,4 % | 2.026.874 $ | +12.521 $ | +0,6 % | 2.014.353 $ | +95.227 $ | +5,0 % | |||
| FLAGSTAR SECURITIES, INC | 2.662.465 $ | +542.241 $ | +25,6 % | 2.120.224 $ | -36.098 $ | -1,7 % | 2.156.322 $ | -419.090 $ | -16,3 % | 2.575.412 $ | +375.162 $ | +17,1 % |
| New Dimensions Wealth Management, LLC | 2.654.604 $ | +346.336 $ | +15,0 % | 2.308.268 $ | -45.970 $ | -2,0 % | 2.354.238 $ | -76.102 $ | -3,1 % | |||
| First Bank & Trust | 2.654.277 $ | +500.310 $ | +23,2 % | 2.153.967 $ | +515.505 $ | +31,5 % | 1.638.462 $ | +727.622 $ | +79,9 % | 910.840 $ | +138.302 $ | +17,9 % |
| Financial Strategies Group, Inc. | 2.651.328 $ | +60.812 $ | +2,3 % | 2.590.516 $ | -53.414 $ | -2,0 % | 2.643.930 $ | +71.491 $ | +2,8 % | |||
| WEST MICHIGAN ADVISORS, LLC | 2.202.611 $ | +371.139 $ | +20,3 % | 1.831.472 $ | -816.540 $ | -30,8 % | 2.648.012 $ | +36.990 $ | +1,4 % | |||
| Stephenson & Company, Inc. | 2.344.609 $ | +15.466 $ | +0,7 % | 2.329.143 $ | -317.224 $ | -12,0 % | 2.646.367 $ | +15.319 $ | +0,6 % | |||
| Selby Wealth Management, LLC | 2.614.245 $ | -27.595 $ | -1,0 % | 2.641.840 $ | +114.232 $ | +4,5 % | 2.527.608 $ | +20.411 $ | +0,8 % | 2.507.197 $ | ||
| STALEY CAPITAL ADVISERS INC | 2.633.308 $ | +14.679 $ | +0,6 % | 2.618.629 $ | +124.609 $ | +5,0 % | 2.494.020 $ | +599.192 $ | +31,6 % | |||
| Apriem Advisors | 2.617.482 $ | -10.328 $ | -0,4 % | 2.627.810 $ | +142.010 $ | +5,7 % | 2.485.800 $ | -44.528 $ | -1,8 % | |||
| Trivium Point Advisory, LLC | 2.618.965 $ | +1.592.646 $ | +155,2 % | 1.026.319 $ | -1.115.708 $ | -52,1 % | 2.142.027 $ | -82.332 $ | -3,7 % | |||
| Arbor Investment Advisors, LLC | 2.608.911 $ | +26.092 $ | +1,0 % | 2.582.819 $ | +89.273 $ | +3,6 % | 2.493.546 $ | +156.181 $ | +6,7 % | |||
| Rossby Financial, LCC | 2.560.563 $ | -47.075 $ | -1,8 % | 2.607.638 $ | +2.217.003 $ | +567,5 % | 390.635 $ | +11.873 $ | +3,1 % | |||
| American Investment Services, Inc. | 2.604.745 $ | +384.851 $ | +17,3 % | 2.219.894 $ | +277.455 $ | +14,3 % | 1.942.439 $ | +77.808 $ | +4,2 % | |||
| Causey Wealth LLC | 2.600.004 $ | +785.760 $ | +43,3 % | 1.814.244 $ | +739.073 $ | +68,7 % | 1.075.171 $ | +354.550 $ | +49,2 % | |||
| Invst, LLC | 2.597.683 $ | +456.488 $ | +21,3 % | 2.141.195 $ | -99.698 $ | -4,4 % | 2.240.893 $ | +258.155 $ | +13,0 % | |||
| Peck Wealth Management, LLC | 2.382.936 $ | +187.417 $ | +8,5 % | 2.195.519 $ | -397.900 $ | -15,3 % | 2.593.419 $ | +138.654 $ | +5,6 % | |||
| TIAA Wealth Investment Management LLC | 2.584.771 $ | +1.705.909 $ | +194,1 % | 878.862 $ | ||||||||
| Yoder Wealth Management, Inc. | 2.537.578 $ | -46.236 $ | -1,8 % | 2.583.814 $ | +408.038 $ | +18,8 % | 2.175.776 $ | +82.893 $ | +4,0 % | 2.092.883 $ | +52.955 $ | +2,6 % |
| Peak Wealth Management LLC | 2.578.833 $ | +846.012 $ | +48,8 % | 1.732.821 $ | +284.031 $ | +19,6 % | 1.448.790 $ | |||||
| Values Added Financial LLC | 1.827.044 $ | +296.492 $ | +19,4 % | 1.530.552 $ | -1.046.606 $ | -40,6 % | 2.577.158 $ | +1.209.711 $ | +88,5 % | |||
| Bell Investment Advisors, Inc | 2.576.597 $ | +141.729 $ | +5,8 % | 2.434.868 $ | +511.939 $ | +26,6 % | 1.922.929 $ | +298.171 $ | +18,4 % | |||
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 2.576.105 $ | +97.984 $ | +4,0 % | 2.478.121 $ | +15.824 $ | +0,6 % | 2.462.297 $ | -139.051 $ | -5,3 % | |||
| Integrity Advisory Solutions, LLC | 2.574.337 $ | +738.151 $ | +40,2 % | 1.836.186 $ | -156.419 $ | -7,8 % | 1.992.605 $ | +202.319 $ | +11,3 % | |||
| SIGNAL TREE FINANCIAL PARTNERS LLC | 2.455.308 $ | +33.537 $ | +1,4 % | 2.421.771 $ | -150.970 $ | -5,9 % | 2.572.741 $ | +205.605 $ | +8,7 % | |||
| McIlrath & Eck, LLC | 2.572.450 $ | +518.469 $ | +25,2 % | |||||||||
| Alpha Zero LLC | 2.569.694 $ | +1.325.223 $ | +106,5 % | 1.244.471 $ | ||||||||
| PCG Wealth Advisors, LLC | 2.487.430 $ | -77.606 $ | -3,0 % | 2.565.036 $ | +4.862 $ | +0,2 % | 2.560.174 $ | +30.877 $ | +1,2 % | |||
| PUREfi Wealth, LLC | 2.564.068 $ | +664.499 $ | +35,0 % | 1.899.569 $ | +24.382 $ | +1,3 % | 1.875.187 $ | +347.027 $ | +22,7 % | 1.528.160 $ | +420.025 $ | +37,9 % |
| Financial Insights, Inc. | 1.963.096 $ | -371.249 $ | -15,9 % | 2.334.345 $ | -227.726 $ | -8,9 % | 2.562.071 $ | -5.190 $ | -0,2 % | |||
| Sunbelt Securities, Inc. | 2.505.512 $ | -55.650 $ | -2,2 % | 2.561.162 $ | -344.569 $ | -11,9 % | ||||||
| Kaufman Rossin Wealth, LLC | 2.560.003 $ | +295.236 $ | +13,0 % | 2.264.767 $ | +308.036 $ | +15,7 % | 1.956.731 $ | +577.549 $ | +41,9 % | 1.379.182 $ | +152.570 $ | +12,4 % |
| IMG Wealth Management, Inc. | 1.253.201 $ | +23.222 $ | +1,9 % | 1.229.979 $ | -1.329.790 $ | -51,9 % | 2.559.769 $ | +2.545.499 $ | +17.838,1 % | |||
| Tandem Financial, LLC | 2.553.248 $ | +270.593 $ | +11,9 % | 2.282.655 $ | +438.622 $ | +23,8 % | ||||||
| L.K. Benson & Company, P.C. | 2.551.428 $ | +185.386 $ | +7,8 % | 2.366.042 $ | +142.266 $ | +6,4 % | 2.223.776 $ | +63.443 $ | +2,9 % | |||
| PATTON ALBERTSON MILLER GROUP, LLC | 1.874.418 $ | -224.592 $ | -10,7 % | 2.099.010 $ | -448.632 $ | -17,6 % | 2.547.642 $ | +34.682 $ | +1,4 % | |||
| Goldstein Advisors, LLC | 2.545.441 $ | +280.095 $ | +12,4 % | 2.265.346 $ | +594.154 $ | +35,6 % | 1.671.192 $ | +726.791 $ | +77,0 % | 944.401 $ | +111.600 $ | +13,4 % |
| Hudock, Inc. | 1.184.202 $ | -474.289 $ | -28,6 % | 1.658.491 $ | +20.746 $ | +1,3 % | 1.637.745 $ | -907.595 $ | -35,7 % | 2.545.340 $ | -198.034 $ | -7,2 % |
| Compass Ion Advisors, LLC | 2.536.006 $ | +119.613 $ | +5,0 % | 2.416.393 $ | +18.339 $ | +0,8 % | 2.398.054 $ | +6.276 $ | +0,3 % | |||
| 9823 Capital, L.P. | 2.455.597 $ | -73.490 $ | -2,9 % | 2.529.087 $ | +420.913 $ | +20,0 % | 2.108.174 $ | |||||
| Summit Place Financial Advisors, LLC | 2.524.500 $ | +1.260.196 $ | +99,7 % | 1.264.304 $ | -1.035.637 $ | -45,0 % | 2.299.941 $ | +1.284.500 $ | +126,5 % | |||
| RFG - Bristol Wealth Advisors, LLC | 2.406.885 $ | +67.644 $ | +2,9 % | 2.339.241 $ | -96.354 $ | -4,0 % | 2.435.595 $ | -87.829 $ | -3,5 % | 2.523.424 $ | -42.176 $ | -1,6 % |
| Allen Capital Group, LLC | 2.315.713 $ | -200.606 $ | -8,0 % | 2.516.319 $ | +108.653 $ | +4,5 % | 2.407.666 $ | +237.194 $ | +10,9 % | |||
| TRUST CO OF TOLEDO NA /OH/ | 2.515.205 $ | +1.278.471 $ | +103,4 % | 1.236.734 $ | +1.033.849 $ | +509,6 % | 202.885 $ | -1.780 $ | -0,9 % | 204.665 $ | +1.024 $ | +0,5 % |
| Medallion Wealth Advisors, LLC | 2.510.678 $ | +254.281 $ | +11,3 % | 2.256.397 $ | +206.485 $ | +10,1 % | 2.049.912 $ | +168.156 $ | +8,9 % | |||
| Jefferies Financial Group Inc. | 2.291.352 $ | -219.119 $ | -8,7 % | 2.510.471 $ | +9.466 $ | +0,4 % | 2.501.005 $ | +165.233 $ | +7,1 % | |||
| TPG Advisors LLC | 2.504.839 $ | +595.952 $ | +31,2 % | 1.908.887 $ | -367.306 $ | -16,1 % | 2.276.193 $ | -43.805 $ | -1,9 % | 2.319.998 $ | -577 $ | -0,0 % |
| Lauer Wealth, LLC | 2.419.474 $ | -26.095 $ | -1,1 % | 2.445.569 $ | +150.639 $ | +6,6 % | 2.294.930 $ | -195.306 $ | -7,8 % | 2.490.236 $ | +296.305 $ | +13,5 % |
| THEORY FINANCIAL LLC | 2.486.237 $ | +48.715 $ | +2,0 % | 2.437.522 $ | +52.099 $ | +2,2 % | 2.385.423 $ | +311.878 $ | +15,0 % | |||
| Sheridan Capital Management, LLC | 2.486.084 $ | +127.944 $ | +5,4 % | 2.358.140 $ | +281.690 $ | +13,6 % | 2.076.450 $ | +29.011 $ | +1,4 % | |||
| Soltis Investment Advisors LLC | 2.484.608 $ | +402.822 $ | +19,3 % | 2.081.786 $ | +115.179 $ | +5,9 % | 1.966.607 $ | +262.646 $ | +15,4 % | |||
| Archer Investment Management, LLC | 1.913.621 $ | +1.481.419 $ | +342,8 % | 432.202 $ | -2.052.026 $ | -82,6 % | 2.484.228 $ | |||||
| Safir Wealth Advisors, LLC | 2.391.397 $ | -92.341 $ | -3,7 % | 2.483.738 $ | +33.926 $ | +1,4 % | 2.449.812 $ | +27.650 $ | +1,1 % | 2.422.162 $ | +14.021 $ | +0,6 % |
| Essential Partners LLC | 1.624.650 $ | -44.600 $ | -2,7 % | 1.669.250 $ | -808.489 $ | -32,6 % | 2.477.739 $ | +821.184 $ | +49,6 % | 1.656.555 $ | -88.370 $ | -5,1 % |
| Rooted Wealth Advisors, Inc. | 1.973.311 $ | +1.297 $ | +0,1 % | 1.972.014 $ | -504.279 $ | -20,4 % | 2.476.293 $ | -48.689 $ | -1,9 % | |||
| Second Line Capital, LLC | 2.471.410 $ | +9.855 $ | +0,4 % | 2.461.555 $ | +6.744 $ | +0,3 % | 2.454.811 $ | |||||
| Veracity Capital LLC | 2.467.240 $ | +1.720.649 $ | +230,5 % | 746.591 $ | -226.228 $ | -23,3 % | 972.819 $ | -30.974 $ | -3,1 % | 1.003.793 $ | +53.370 $ | +5,6 % |
| Precision Wealth Strategies, LLC | 2.262.562 $ | +63.420 $ | +2,9 % | 2.199.142 $ | -266.372 $ | -10,8 % | 2.465.514 $ | -81.404 $ | -3,2 % | |||
| FIRST TRUST ADVISORS LP | 2.465.472 $ | +94.524 $ | +4,0 % | 2.370.948 $ | -43.624 $ | -1,8 % | 2.414.572 $ | +107.235 $ | +4,6 % | |||
| Three Bridge Wealth Advisors, LLC | 2.122.447 $ | -216.984 $ | -9,3 % | 2.339.431 $ | -125.932 $ | -5,1 % | 2.465.363 $ | -1.506.089 $ | -37,9 % | |||
| Oder Investment Management, LLC | 2.460.298 $ | +327.828 $ | +15,4 % | 2.132.470 $ | +88.948 $ | +4,4 % | 2.043.522 $ | +77.811 $ | +4,0 % | |||
| Silver Grove Financial Group, Inc. | 2.457.981 $ | +442.940 $ | +22,0 % | 2.015.041 $ | -125.204 $ | -5,8 % | 2.140.245 $ | +81.654 $ | +4,0 % | |||
| SENTINEL WEALTH MANAGEMENT, INC. | 2.453.092 $ | +377.541 $ | +18,2 % | 2.075.551 $ | +75.394 $ | +3,8 % | 2.000.157 $ | +44.004 $ | +2,2 % | |||
| Glen Eagle Advisors, LLC | 2.451.318 $ | +769.270 $ | +45,7 % | 1.682.048 $ | -13.297 $ | -0,8 % | 1.695.345 $ | -164.621 $ | -8,9 % | |||
| MILLENNIUM MANAGEMENT LLC | 2.401.540 $ | -46.660 $ | -1,9 % | 2.448.200 $ | -1.028.856 $ | -29,6 % | ||||||
| Beaumont Financial Advisors, LLC | 1.265.687 $ | -1.116.541 $ | -46,9 % | 2.382.228 $ | -65.096 $ | -2,7 % | 2.447.324 $ | +117.155 $ | +5,0 % | 2.330.169 $ | -70.971 $ | -3,0 % |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 2.223.535 $ | -201.782 $ | -8,3 % | 2.425.317 $ | +184.289 $ | +8,2 % | 2.241.028 $ | +154.366 $ | +7,4 % | 2.086.662 $ | ||
| Ausdal Financial Partners, Inc. | 2.422.318 $ | +646.036 $ | +36,4 % | 1.776.282 $ | -63.649 $ | -3,5 % | 1.839.931 $ | +26.649 $ | +1,5 % | |||
| Porter White Investment Advisors, Inc. | 2.420.893 $ | +14.956 $ | +0,6 % | 2.405.937 $ | +400.482 $ | +20,0 % | 2.005.455 $ | +75.748 $ | +3,9 % | 1.929.707 $ | +82.396 $ | +4,5 % |
| Riverbend Wealth Management, LLC | 2.418.766 $ | +295.953 $ | +13,9 % | 2.122.813 $ | +1.524.965 $ | +255,1 % | 597.848 $ | +34.602 $ | +6,1 % | 563.246 $ | +35.314 $ | +6,7 % |
| Woodside Wealth Management LLC | 2.416.771 $ | +60.124 $ | +2,6 % | 2.356.647 $ | +208.221 $ | +9,7 % | 2.148.426 $ | +258.510 $ | +13,7 % | 1.889.916 $ | +126.132 $ | +7,2 % |
| DecisionMap Wealth Management, LLC | 1.197.659 $ | +81.605 $ | +7,3 % | 1.116.054 $ | -1.291.979 $ | -53,7 % | 2.408.033 $ | -28.021 $ | -1,2 % | |||
| AXS Investments LLC | 1.714.852 $ | -692.288 $ | -28,8 % | 2.407.140 $ | +850.832 $ | +54,7 % | 1.556.308 $ | -24.158 $ | -1,5 % | |||
| Leisure Capital Management | 334.806 $ | +4.573 $ | +1,4 % | 330.233 $ | -2.067.713 $ | -86,2 % | 2.397.946 $ | +2.066.655 $ | +623,8 % | |||
| MKD WEALTH COACHES, LLC | 2.277.943 $ | -114.777 $ | -4,8 % | 2.392.720 $ | +77.778 $ | +3,4 % | 2.314.942 $ | +18.424 $ | +0,8 % | 2.296.518 $ | +28.380 $ | +1,3 % |
| Thrive Capital Management, LLC | 2.392.014 $ | +994.251 $ | +71,1 % | 1.397.763 $ | -362.009 $ | -20,6 % | 1.759.772 $ | +1.149.849 $ | +188,5 % | |||
| Madson Wealth Advisors Inc | 2.390.655 $ | +670.710 $ | +39,0 % | 1.719.945 $ | +1.048.071 $ | +156,0 % | 671.874 $ | |||||
| MMBG INVESTMENT ADVISORS CO. | 2.388.073 $ | +35.538 $ | +1,5 % | 2.352.535 $ | +3.432 $ | +0,1 % | 2.349.103 $ | +691.838 $ | +41,7 % | |||
| GODSEY & GIBB, INC | 2.386.755 $ | +184.801 $ | +8,4 % | 2.201.954 $ | +68.385 $ | +3,2 % | 2.133.569 $ | +87.324 $ | +4,3 % | 2.046.245 $ | +286.073 $ | +16,3 % |
| Pekin Hardy Strauss, Inc. | 2.385.258 $ | +22.304 $ | +0,9 % | 2.362.954 $ | +198.297 $ | +9,2 % | 2.164.657 $ | +43.552 $ | +2,1 % | |||
| E6 Portfolios, LLC | 2.380.111 $ | +209.996 $ | +9,7 % | 2.170.115 $ | +165.065 $ | +8,2 % | 2.005.050 $ | |||||
| MONEYWISE, INC. | 2.378.974 $ | +462.347 $ | +24,1 % | 1.916.627 $ | +410.764 $ | +27,3 % | 1.505.863 $ | |||||
| Verdence Capital Advisors LLC | 1.763.743 $ | -614.934 $ | -25,9 % | 2.378.677 $ | +641.348 $ | +36,9 % | 1.737.329 $ | -138.406 $ | -7,4 % | |||
| Seneschal Advisors, LLC | 2.372.875 $ | +649.395 $ | +37,7 % | 1.723.480 $ | -268.163 $ | -13,5 % | 1.991.643 $ | +402.069 $ | +25,3 % | |||
| TRANSCEND CAPITAL ADVISORS, LLC | 2.372.046 $ | +123.137 $ | +5,5 % | 2.248.909 $ | +774.974 $ | +52,6 % | 1.473.935 $ | +179.311 $ | +13,9 % | |||
| Ocean Park Asset Management, LLC | 2.367.532 $ | +1.627.452 $ | +219,9 % | |||||||||
| Birchcreek Wealth Management, LLC | 2.367.491 $ | +1.044.365 $ | +78,9 % | 1.323.126 $ | +874.573 $ | +195,0 % | 448.553 $ | |||||
| TITLEIST ASSET MANAGEMENT, LLC | 1.907.528 $ | -452.044 $ | -19,2 % | 2.359.572 $ | +152.131 $ | +6,9 % | 2.207.441 $ | +1.403.740 $ | +174,7 % | 803.701 $ | -222.762 $ | -21,7 % |
| United Financial Planning Group LLC | 2.359.180 $ | +83.287 $ | +3,7 % | 2.275.893 $ | +46.071 $ | +2,1 % | 2.229.822 $ | +180.379 $ | +8,8 % | |||
| Sound Portfolio Advisors, LLC | 2.349.162 $ | +1.562.184 $ | +198,5 % | 786.978 $ | +2.910 $ | +0,4 % | 784.068 $ | |||||
| Continuum Advisory, LLC | 2.345.979 $ | +371.727 $ | +18,8 % | 1.974.252 $ | +60.291 $ | +3,2 % | 1.913.961 $ | -21.541 $ | -1,1 % | |||
| Valued Wealth Advisors LLC | 2.081.001 $ | +423.002 $ | +25,5 % | 1.657.999 $ | -686.003 $ | -29,3 % | 2.344.002 $ | +71.924 $ | +3,2 % | |||
| SWEENEY & MICHEL, LLC | 2.343.654 $ | +117.068 $ | +5,3 % | 2.226.586 $ | +32.584 $ | +1,5 % | 2.194.002 $ | +71.089 $ | +3,3 % | 2.122.913 $ | +142.076 $ | +7,2 % |
| Madison Wealth Partners, Inc | 2.339.885 $ | +298.527 $ | +14,6 % | 2.041.358 $ | +37.290 $ | +1,9 % | 2.004.068 $ | -43.002 $ | -2,1 % | |||
| Breakwater Investment Management | 1.502.924 $ | -573.785 $ | -27,6 % | 2.076.709 $ | -9.954 $ | -0,5 % | 2.086.663 $ | -250.779 $ | -10,7 % | 2.337.442 $ | -30.976 $ | -1,3 % |
| DBK Financial Counsel, LLC | 2.250.104 $ | -86.861 $ | -3,7 % | 2.336.965 $ | +189.090 $ | +8,8 % | 2.147.875 $ | +751.827 $ | +53,9 % | 1.396.048 $ | +309.461 $ | +28,5 % |
| Inspire Advisors, LLC | 2.336.457 $ | +405.034 $ | +21,0 % | 1.931.423 $ | +1.331.774 $ | +222,1 % | 599.649 $ | +1.810 $ | +0,3 % | |||
| BRASADA CAPITAL MANAGEMENT, LP | 1.287.261 $ | -407.799 $ | -24,1 % | 1.695.060 $ | -636.209 $ | -27,3 % | 2.331.269 $ | -104.267 $ | -4,3 % | |||
| HOWARD BAILEY SECURITIES, LLC | 2.328.973 $ | -408.001 $ | -14,9 % | |||||||||
| Gallagher Fiduciary Advisors, LLC | 2.327.489 $ | +1.698.430 $ | +270,0 % | 629.059 $ | -1.163.161 $ | -64,9 % | 1.792.220 $ | +1.446.908 $ | +419,0 % | |||
| MACROVIEW INVESTMENT MANAGEMENT LLC | 2.325.298 $ | +141.763 $ | +6,5 % | 2.183.535 $ | +33.785 $ | +1,6 % | 2.149.750 $ | +562.430 $ | +35,4 % | |||
| Independence Asset Advisors, LLC | 2.324.381 $ | +228.069 $ | +10,9 % | 2.096.312 $ | +1.631.027 $ | +350,5 % | 465.285 $ | |||||
| Copper Harbor Investment Advisors, LLC | 2.321.558 $ | +1.583.871 $ | +214,7 % | 737.687 $ | ||||||||
| AVALON CAPITAL MANAGEMENT | 2.320.861 $ | -558.265 $ | -19,4 % | |||||||||
| FinDec Wealth Services, Inc. | 2.131.283 $ | +37.622 $ | +1,8 % | 2.093.661 $ | -225.835 $ | -9,7 % | 2.319.496 $ | -146.307 $ | -5,9 % | |||
| Round Rock Advisors LLC | 2.305.702 $ | +13.585 $ | +0,6 % | 2.292.117 $ | -25.880 $ | -1,1 % | 2.317.997 $ | -16.549 $ | -0,7 % | |||
| Clark Asset Management, LLC | 2.045.208 $ | -271.339 $ | -11,7 % | 2.316.547 $ | +538.942 $ | +30,3 % | 1.777.605 $ | +362.019 $ | +25,6 % | 1.415.586 $ | -19.870 $ | -1,4 % |
| Capital Squared Financial LLC | 2.315.023 $ | +925.857 $ | +66,6 % | 1.389.166 $ | -88.152 $ | -6,0 % | 1.477.318 $ | -57.940 $ | -3,8 % | |||
| TFB Advisors LLC | 523.317 $ | +34.112 $ | +7,0 % | 489.205 $ | -1.810.206 $ | -78,7 % | 2.299.411 $ | +35.929 $ | +1,6 % | |||
| Michels Family Financial, LLC | 2.166.203 $ | -84.035 $ | -3,7 % | 2.250.238 $ | -39.685 $ | -1,7 % | 2.289.923 $ | -25.803 $ | -1,1 % | |||
| Segment Wealth Management, LLC | 299.370 $ | -1.987.032 $ | -86,9 % | 2.286.402 $ | ||||||||
| SYKON CAPITAL LLC | 280.500 $ | +51.090 $ | +22,3 % | 229.410 $ | -2.054.083 $ | -90,0 % | 2.283.493 $ | +1.589.817 $ | +229,2 % | |||
| SWS Partners | 2.281.054 $ | +41.871 $ | +1,9 % | 2.239.183 $ | -13.094 $ | -0,6 % | 2.252.277 $ | +27.189 $ | +1,2 % | |||
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 2.273.494 $ | +126.899 $ | +5,9 % | 2.146.595 $ | +145.573 $ | +7,3 % | 2.001.022 $ | +507.286 $ | +34,0 % | |||
| MATTERN CAPITAL MANAGEMENT, LLC | 699.980 $ | +14.646 $ | +2,1 % | 685.334 $ | -1.587.949 $ | -69,9 % | 2.273.283 $ | +157.736 $ | +7,5 % | |||
| EQUITY INVESTMENT CORP | 2.187.517 $ | -81.362 $ | -3,6 % | 2.268.879 $ | +40.310 $ | +1,8 % | 2.228.569 $ | -45.629 $ | -2,0 % | |||
| Alhambra Investment Management LLC | 2.079.616 $ | -175.470 $ | -7,8 % | 2.255.086 $ | +9.261 $ | +0,4 % | 2.245.825 $ | +98.208 $ | +4,6 % | 2.147.617 $ | +89.034 $ | +4,3 % |
| First Citizens Financial Corp | 2.033.201 $ | -221.732 $ | -9,8 % | 2.254.933 $ | +397.538 $ | +21,4 % | 1.857.395 $ | +346.145 $ | +22,9 % | 1.511.250 $ | +77.645 $ | +5,4 % |
| Kovack Advisors, Inc. | 2.252.387 $ | +488.549 $ | +27,7 % | 1.763.838 $ | -157.565 $ | -8,2 % | 1.921.403 $ | +136.766 $ | +7,7 % | |||
| Cedar Point Capital Partners, LLC | 2.242.914 $ | +525.331 $ | +30,6 % | 1.717.583 $ | ||||||||
| Investment Planning Advisors, Inc. | 1.370.661 $ | -156.423 $ | -10,2 % | 1.527.084 $ | -347.708 $ | -18,5 % | 1.874.792 $ | -366.709 $ | -16,4 % | 2.241.501 $ | +352.408 $ | +18,7 % |
| PECAUT & CO. | 2.131.036 $ | -108.889 $ | -4,9 % | 2.239.925 $ | +445.221 $ | +24,8 % | 1.794.704 $ | +2.318 $ | +0,1 % | |||
| Hamilton Wealth, LLC | 1.531.610 $ | +34.496 $ | +2,3 % | 1.497.114 $ | -731.217 $ | -32,8 % | 2.228.331 $ | +303.886 $ | +15,8 % | |||
| Old Port Advisors | 1.777.984 $ | -106.003 $ | -5,6 % | 1.883.987 $ | -342.140 $ | -15,4 % | 2.226.127 $ | +132.133 $ | +6,3 % | |||
| Carl P. Sherr & Co., LLC | 2.220.954 $ | +30.336 $ | +1,4 % | 2.190.618 $ | -35.082 $ | -1,6 % | 2.225.700 $ | +28.066 $ | +1,3 % | |||
| Chatterton & Associates Inc. | 2.225.208 $ | +36.737 $ | +1,7 % | 2.188.471 $ | +547.224 $ | +33,3 % | 1.641.247 $ | |||||
| GeoWealth Management, LLC | 2.219.096 $ | +887.885 $ | +66,7 % | 1.331.211 $ | -182.757 $ | -12,1 % | 1.513.968 $ | -2.653.433 $ | -63,7 % | |||
| Tranquility Partners, LLC | 2.218.714 $ | +188.683 $ | +9,3 % | 2.030.031 $ | +226.323 $ | +12,5 % | 1.803.708 $ | +59.044 $ | +3,4 % | 1.744.664 $ | +10.307 $ | +0,6 % |
| Nordwand Advisors, LLC | 2.209.344 $ | +497.728 $ | +29,1 % | 1.711.616 $ | +240.442 $ | +16,3 % | 1.471.174 $ | +8.554 $ | +0,6 % | |||
| CIBC Asset Management Inc | 1.088.661 $ | -1.117.125 $ | -50,6 % | 2.205.786 $ | +37.600 $ | +1,7 % | 2.168.186 $ | +1.161.571 $ | +115,4 % | |||
| ZEVIN ASSET MANAGEMENT LLC | 765.286 $ | -28.610 $ | -3,6 % | 793.896 $ | -1.409.999 $ | -64,0 % | 2.203.895 $ | |||||
| Riggs Asset Managment Co. Inc. | 2.200.483 $ | |||||||||||
| Zeit Capital LLC | 2.151.187 $ | -47.646 $ | -2,2 % | 2.198.833 $ | +63.213 $ | +3,0 % | 2.135.620 $ | +51.615 $ | +2,5 % | 2.084.005 $ | -49.485 $ | -2,3 % |
| Banque Transatlantique SA | 2.198.338 $ | |||||||||||
| New Capital Management LP | 562.022 $ | -105.533 $ | -15,8 % | 667.555 $ | -1.528.062 $ | -69,6 % | 2.195.617 $ | -229.514 $ | -9,5 % | |||
| SURIENCE PRIVATE WEALTH LLC | 1.851.332 $ | -129.567 $ | -6,5 % | 1.980.899 $ | -213.426 $ | -9,7 % | 2.194.325 $ | +1.967.038 $ | +865,4 % | 227.287 $ | ||
| Cogent Private Wealth, Inc. | 2.194.180 $ | +139.635 $ | +6,8 % | 2.054.545 $ | -26.919 $ | -1,3 % | 2.081.464 $ | |||||
| Crumly & Associates Inc. | 947.709 $ | -52.184 $ | -5,2 % | 999.893 $ | -898.597 $ | -47,3 % | 1.898.490 $ | -295.372 $ | -13,5 % | 2.193.862 $ | +25.300 $ | +1,2 % |
| BFSG, LLC | 2.187.268 $ | +128.222 $ | +6,2 % | 2.059.046 $ | +60.393 $ | +3,0 % | 1.998.653 $ | +47.154 $ | +2,4 % | |||
| Lionsbridge Wealth Management LLC | 742.674 $ | -323.839 $ | -30,4 % | 1.066.513 $ | -1.120.012 $ | -51,2 % | 2.186.525 $ | -53.912 $ | -2,4 % | |||
| Paladin Advisory Group, LLC | 1.640.892 $ | -25.445 $ | -1,5 % | 1.666.337 $ | -518.101 $ | -23,7 % | 2.184.438 $ | +127.082 $ | +6,2 % | |||
| PHILADELPHIA TRUST CO | 2.184.000 $ | +30.000 $ | +1,4 % | 2.154.000 $ | -19.000 $ | -0,9 % | 2.173.000 $ | -16.000 $ | -0,7 % | |||
| Trajan Wealth LLC | 2.171.358 $ | +16.835 $ | +0,8 % | 2.154.523 $ | +60.694 $ | +2,9 % | 2.093.829 $ | -89.706 $ | -4,1 % | |||
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 2.165.979 $ | +485.446 $ | +28,9 % | 1.680.533 $ | +708.884 $ | +73,0 % | 971.649 $ | +150.444 $ | +18,3 % | |||
| FLP Wealth Management, LLC | 1.296.240 $ | +286.123 $ | +28,3 % | 1.010.117 $ | -1.152.910 $ | -53,3 % | 2.163.027 $ | +509.291 $ | +30,8 % | |||
| Longview Financial Advisors LLC | 2.010.048 $ | -150.768 $ | -7,0 % | 2.160.816 $ | +11.924 $ | +0,6 % | 2.148.892 $ | -255.657 $ | -10,6 % | |||
| Lloyd Advisory Services, LLC. | 2.159.868 $ | +2.144.650 $ | +14.092,9 % | 15.218 $ | ||||||||
| Brown Financial Advisors | 2.159.086 $ | +370.756 $ | +20,7 % | 1.788.330 $ | +556.132 $ | +45,1 % | 1.232.198 $ | +7.280 $ | +0,6 % | |||
| Directional Asset Management | 1.150.038 $ | +89.463 $ | +8,4 % | 1.060.575 $ | +98.456 $ | +10,2 % | 962.119 $ | -1.195.326 $ | -55,4 % | 2.157.445 $ | ||
| Cordant, Inc. | 2.155.661 $ | +242.258 $ | +12,7 % | 1.913.403 $ | +58.896 $ | +3,2 % | 1.854.507 $ | +28.161 $ | +1,5 % | |||
| Eldridge Investment Advisors, Inc. | 2.151.207 $ | +585.559 $ | +37,4 % | 1.565.648 $ | +811.226 $ | +107,5 % | 754.422 $ | +493.829 $ | +189,5 % | |||
| Privatperson | 681.158 $ | -1.465.552 $ | -68,3 % | 2.146.710 $ | +44.006 $ | +2,1 % | 2.102.704 $ | |||||
| Winthrop Capital Management, LLC | 14.000 $ | +0 $ | +0,0 % | 14.000 $ | -2.132.000 $ | -99,3 % | 2.146.000 $ | -6.000 $ | -0,3 % | |||
| ADAMSBROWN WEALTH CONSULTANTS LLC | 714.874 $ | -240.797 $ | -25,2 % | 955.671 $ | -581.911 $ | -37,8 % | 1.537.582 $ | -600.521 $ | -28,1 % | 2.138.103 $ | -95.428 $ | -4,3 % |
| Rose Capital Advisors LLC | 2.136.548 $ | |||||||||||
| SwitchPoint Financial Planning, LLC | 2.135.030 $ | +280.823 $ | +15,1 % | 1.854.207 $ | +70.641 $ | +4,0 % | 1.783.566 $ | +56.952 $ | +3,3 % | |||
| FDx Advisors, Inc. | 1.169.000 $ | -841.000 $ | -41,8 % | 2.010.000 $ | -123.000 $ | -5,8 % | 2.133.000 $ | -99.000 $ | -4,4 % | |||
| Ruggaard & Associates LLC | 2.130.213 $ | +367.356 $ | +20,8 % | 1.762.857 $ | +146.859 $ | +9,1 % | 1.615.998 $ | +43.495 $ | +2,8 % | |||
| Retirement Wealth Solutions LLC | 2.126.876 $ | +216.868 $ | +11,4 % | 1.910.008 $ | +365.382 $ | +23,7 % | 1.544.626 $ | -276.451 $ | -15,2 % | 1.821.077 $ | -5.234 $ | -0,3 % |
| Guardian Wealth Advisors, LLC | 1.634.734 $ | -490.484 $ | -23,1 % | 2.125.218 $ | +407.381 $ | +23,7 % | 1.717.837 $ | +43.962 $ | +2,6 % | |||
| Vision Retirement, LLC | 1.673.251 $ | +169.583 $ | +11,3 % | 1.503.668 $ | -621.488 $ | -29,2 % | 2.125.156 $ | |||||
| Strategic Investment Solutions, Inc. /IL | 1.833.854 $ | -287.185 $ | -13,5 % | 2.121.039 $ | +449.681 $ | +26,9 % | 1.671.358 $ | +329.231 $ | +24,5 % | |||
| Quaker Wealth Management, LLC | 190.691 $ | +141.431 $ | +287,1 % | 49.260 $ | -2.064.012 $ | -97,7 % | 2.113.272 $ | +22.306 $ | +1,1 % | 2.090.966 $ | +2.083.405 $ | +27.554,6 % |
| Magnolia Private Wealth, LLC | 2.110.700 $ | +273.686 $ | +14,9 % | 1.837.014 $ | +550.961 $ | +42,8 % | 1.286.053 $ | +538.351 $ | +72,0 % | |||
| Texas Capital Bank Wealth Management Services Inc | 2.103.110 $ | +28.727 $ | +1,4 % | 2.074.383 $ | -18.761 $ | -0,9 % | 2.093.144 $ | +12.116 $ | +0,6 % | |||
| USAdvisors Wealth Management, LLC | 2.058.000 $ | -42.000 $ | -2,0 % | 2.100.000 $ | +57.000 $ | +2,8 % | 2.043.000 $ | -41.000 $ | -2,0 % | 2.084.000 $ | +31.000 $ | +1,5 % |
| Tuttle Capital Management, LLC | 2.090.696 $ | +1.162.515 $ | +125,2 % | 928.181 $ | +650.561 $ | +234,3 % | 277.620 $ | |||||
| Coordinated Financial Services, Inc. | 2.088.361 $ | +135.451 $ | +6,9 % | 1.952.910 $ | +32.367 $ | +1,7 % | ||||||
| Lakeridge Wealth Management LLC | 2.086.816 $ | +230.339 $ | +12,4 % | 1.856.477 $ | +1.617.385 $ | +676,5 % | 239.092 $ | +30.711 $ | +14,7 % | |||
| POWER WEALTH MANAGEMENT LLC | 1.465.677 $ | -433.771 $ | -22,8 % | 1.899.448 $ | -185.769 $ | -8,9 % | 2.085.217 $ | -15.831 $ | -0,8 % | |||
| Boyer Financial Services, Inc. | 904.398 $ | -1.177.164 $ | -56,6 % | 2.081.562 $ | +510.991 $ | +32,5 % | 1.570.571 $ | |||||
| Horst & Graben Wealth Management LLC | 2.079.338 $ | +90.152 $ | +4,5 % | 1.989.186 $ | +298.576 $ | +17,7 % | 1.690.610 $ | +54.811 $ | +3,4 % | |||
| JNBA Financial Advisors | 2.069.238 $ | +13.666 $ | +0,7 % | 2.055.572 $ | -4.972 $ | -0,2 % | 2.060.544 $ | +28.095 $ | +1,4 % | |||
| Elevation Wealth Management LLC | 2.068.156 $ | +231.189 $ | +12,6 % | 1.836.967 $ | +590.546 $ | +47,4 % | 1.246.421 $ | |||||
| Wilmington Savings Fund Society, FSB | 1.550.865 $ | +230.509 $ | +17,5 % | 1.320.356 $ | -744.180 $ | -36,0 % | 2.064.536 $ | +666.876 $ | +47,7 % | |||
| Smallwood Wealth Investment Management, LLC | 2.060.148 $ | +22.786 $ | +1,1 % | 2.037.362 $ | -13.175 $ | -0,6 % | 2.050.537 $ | -514.463 $ | -20,1 % | |||
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 2.059.961 $ | +1.131.960 $ | +122,0 % | 928.001 $ | ||||||||
| Rede Wealth, LLC | 1.406.097 $ | -12.759 $ | -0,9 % | 1.418.856 $ | -554.849 $ | -28,1 % | 1.973.705 $ | -83.012 $ | -4,0 % | 2.056.717 $ | +1.493.492 $ | +265,2 % |
| Ellis Investment Partners, LLC | 2.016.640 $ | -37.368 $ | -1,8 % | 2.054.008 $ | +235.069 $ | +12,9 % | 1.818.939 $ | +293.667 $ | +19,3 % | 1.525.272 $ | +203.742 $ | +15,4 % |
| WADDELL & ASSOCIATES, LLC | 2.053.163 $ | +314.181 $ | +18,1 % | 1.738.982 $ | +52.247 $ | +3,1 % | 1.686.735 $ | +38.220 $ | +2,3 % | |||
| Carter Financial, LLC | 2.040.816 $ | +26.647 $ | +1,3 % | 2.014.169 $ | +1.469.519 $ | +269,8 % | 544.650 $ | |||||
| SHUTTLEWORTH & Co | 2.011.548 $ | -17.373 $ | -0,9 % | 2.028.921 $ | +719.877 $ | +55,0 % | 1.309.044 $ | +294.898 $ | +29,1 % | |||
| MidAtlantic Capital Management, Inc. | 1.830.183 $ | -103.553 $ | -5,4 % | 1.933.736 $ | -92.439 $ | -4,6 % | 2.026.175 $ | +183.925 $ | +10,0 % | |||
| Brindle & Bay Financial Advisors, LLC | 2.023.568 $ | +404.979 $ | +25,0 % | 1.618.589 $ | +454.921 $ | +39,1 % | 1.163.668 $ | -320.844 $ | -21,6 % | 1.484.512 $ | ||
| Foundation Wealth Management, LLC\PA | 1.397.116 $ | -333.620 $ | -19,3 % | 1.730.736 $ | +85.582 $ | +5,2 % | 1.645.154 $ | -373.947 $ | -18,5 % | 2.019.101 $ | -2.672.243 $ | -57,0 % |
| JGP Wealth Management, LLC | 2.018.644 $ | +201.346 $ | +11,1 % | 1.817.298 $ | +556.183 $ | +44,1 % | 1.261.115 $ | -629.119 $ | -33,3 % | 1.890.234 $ | -231.865 $ | -10,9 % |
| White & Co Financial Planning Inc | 2.005.962 $ | -6.532 $ | -0,3 % | 2.012.494 $ | +123.767 $ | +6,6 % | 1.888.727 $ | +128.910 $ | +7,3 % | 1.759.817 $ | +10.186 $ | +0,6 % |
| Circle Wealth Management, LLC | 2.012.460 $ | +789 $ | +0,0 % | 2.011.671 $ | +1.579 $ | +0,1 % | 2.010.092 $ | -3.946 $ | -0,2 % | |||
| FIDUCIARY ADVISORS, INC. | 2.009.981 $ | +1.027.240 $ | +104,5 % | 982.741 $ | +358.661 $ | +57,5 % | 624.080 $ | +174.964 $ | +39,0 % | 449.116 $ | +162.538 $ | +56,7 % |
| Keel Point, LLC | 1.976.512 $ | +46.110 $ | +2,4 % | 1.930.402 $ | -77.755 $ | -3,9 % | 2.008.157 $ | -136.875 $ | -6,4 % | |||
| IFC Advisors LLC | 1.718.557 $ | -240.048 $ | -12,3 % | 1.958.605 $ | -49.339 $ | -2,5 % | 2.007.944 $ | +277.727 $ | +16,1 % | |||
| INVESTED ADVISORS | 2.002.378 $ | +349.410 $ | +21,1 % | 1.652.968 $ | +69.240 $ | +4,4 % | 1.583.728 $ | -764.159 $ | -32,5 % | |||
| Proficio Capital Partners LLC | 1.989.059 $ | +1.190.528 $ | +149,1 % | 798.531 $ | -9.485 $ | -1,2 % | 808.016 $ | -373.647 $ | -31,6 % | |||
| Werba Rubin Papier Wealth Management | 1.987.253 $ | +47.809 $ | +2,5 % | 1.939.444 $ | +50.944 $ | +2,7 % | 1.888.500 $ | +91.953 $ | +5,1 % | |||
| Ponta Wealth Partners, LLC | 620.631 $ | -1.366.550 $ | -68,8 % | 1.987.181 $ | +1.754.538 $ | +754,2 % | 232.643 $ | |||||
| PFW Advisors LLC | 1.978.958 $ | +810.046 $ | +69,3 % | 1.168.912 $ | +355.542 $ | +43,7 % | 813.370 $ | +197.671 $ | +32,1 % | 615.699 $ | +290.882 $ | +89,6 % |
| Gladstone Institutional Advisory LLC | 1.975.653 $ | +636.798 $ | +47,6 % | 1.338.855 $ | -200.957 $ | -13,1 % | 1.539.812 $ | +389.400 $ | +33,8 % | |||
| Impact Partnership Wealth, LLC | 1.972.238 $ | +421.162 $ | +27,2 % | 1.551.076 $ | +256.163 $ | +19,8 % | 1.294.913 $ | -45.134 $ | -3,4 % | |||
| Permanens Capital L.P. | 1.967.295 $ | +103.662 $ | +5,6 % | |||||||||
| Go Invest LLC | 1.838.725 $ | +195.921 $ | +11,9 % | 1.642.804 $ | -317.626 $ | -16,2 % | 1.960.430 $ | +632.777 $ | +47,7 % | 1.327.653 $ | ||
| Mill Creek Capital Advisors, LLC | 1.946.142 $ | -8.916 $ | -0,5 % | 1.955.058 $ | +29.244 $ | +1,5 % | ||||||
| Shum Financial Group, Inc. | 1.420.180 $ | -526.712 $ | -27,1 % | 1.946.892 $ | +1.088.287 $ | +126,8 % | 858.605 $ | +176.569 $ | +25,9 % | 682.036 $ | -42.885 $ | -5,9 % |
| Ridgewood Investments LLC | 1.608.316 $ | -281.351 $ | -14,9 % | 1.889.667 $ | -56.941 $ | -2,9 % | 1.946.608 $ | +631.525 $ | +48,0 % | |||
| Three Arch Wealth Management LLC | 1.899.349 $ | -45.456 $ | -2,3 % | 1.944.805 $ | +302.317 $ | +18,4 % | 1.642.488 $ | -71.709 $ | -4,2 % | 1.714.197 $ | ||
| Intentional Wealth Strategies, LLC | 1.699.472 $ | -237.839 $ | -12,3 % | 1.937.311 $ | ||||||||
| Sage Advisory Services, Ltd.Co. | 1.620.000 $ | +24.000 $ | +1,5 % | 1.596.000 $ | -340.000 $ | -17,6 % | 1.936.000 $ | -331.000 $ | -14,6 % | |||
| Garner Asset Management Corp | 1.935.547 $ | +373.770 $ | +23,9 % | 1.561.777 $ | +191.216 $ | +14,0 % | 1.370.561 $ | +697.841 $ | +103,7 % | |||
| RPS ADVISORY SOLUTIONS LLC | 1.934.650 $ | -583.877 $ | -23,2 % | |||||||||
| Midwest Financial Group LLC | 1.931.571 $ | +55.744 $ | +3,0 % | 1.875.827 $ | +323.713 $ | +20,9 % | ||||||
| Acorn Wealth Advisors, LLC | 1.930.464 $ | +32.377 $ | +1,7 % | 1.898.087 $ | +310.716 $ | +19,6 % | 1.587.371 $ | -1.325 $ | -0,1 % | 1.588.696 $ | -168.042 $ | -9,6 % |
| Redhawk Wealth Advisors, Inc. | 1.650.482 $ | +51.175 $ | +3,2 % | 1.599.307 $ | -331.140 $ | -17,2 % | 1.930.447 $ | +522.114 $ | +37,1 % | 1.408.333 $ | +24.780 $ | +1,8 % |
| Vista Cima Wealth Management LLC | 1.622.859 $ | -12.066 $ | -0,7 % | 1.634.925 $ | -290.706 $ | -15,1 % | 1.925.631 $ | +50.215 $ | +2,7 % | |||
| Peregrine Asset Advisers, Inc. | 1.897.435 $ | -7.800 $ | -0,4 % | 1.905.235 $ | -17.500 $ | -0,9 % | 1.922.735 $ | -111.384 $ | -5,5 % | |||
| Matrix Trust Co | 626.000 $ | -1.294.000 $ | -67,4 % | 1.920.000 $ | +496.000 $ | +34,8 % | 1.424.000 $ | -46.000 $ | -3,1 % | 1.470.000 $ | -1.005.000 $ | -40,6 % |
| LANE BROTHERS & CO INC | 1.919.049 $ | +224.062 $ | +13,2 % | 1.694.987 $ | +130.218 $ | +8,3 % | 1.564.769 $ | |||||
| GARRISON POINT ADVISORS, LLC | 1.918.065 $ | +559.218 $ | +41,2 % | 1.358.847 $ | +261.538 $ | +23,8 % | 1.097.309 $ | +138.337 $ | +14,4 % | |||
| Unify Financial Advisors | 1.908.062 $ | +452.395 $ | +31,1 % | 1.455.667 $ | +19.255 $ | +1,3 % | 1.436.412 $ | |||||
| Williams & Novak Wealth Management, LLC | 1.015.824 $ | -276.342 $ | -21,4 % | 1.292.166 $ | -131.181 $ | -9,2 % | 1.423.347 $ | -481.330 $ | -25,3 % | 1.904.677 $ | +238.469 $ | +14,3 % |
| Kane Co Wealth Management, Inc. | 1.857.459 $ | -45.833 $ | -2,4 % | 1.903.292 $ | +202.325 $ | +11,9 % | 1.700.967 $ | |||||
| MATTERS CAPITAL LLC | 1.902.722 $ | +25.990 $ | +1,4 % | 1.876.732 $ | -16.973 $ | -0,9 % | 1.893.705 $ | |||||
| Seven Springs Wealth Group, LLC | 1.901.772 $ | +285.939 $ | +17,7 % | 1.615.833 $ | +58.661 $ | +3,8 % | 1.557.172 $ | +1.482 $ | +0,1 % | |||
| Timber Creek Capital Management LLC | 1.816.715 $ | -37.624 $ | -2,0 % | 1.854.339 $ | -44.870 $ | -2,4 % | 1.899.209 $ | -45.671 $ | -2,3 % | |||
| Orion Capital Management LLC | 1.898.010 $ | +1.757.825 $ | +1.253,9 % | 140.185 $ | +5.341 $ | +4,0 % | 134.844 $ | +4.306 $ | +3,3 % | |||
| REGIMEN WEALTH, LLC | 1.897.670 $ | +40.764 $ | +2,2 % | 1.856.906 $ | -6.898 $ | -0,4 % | 1.863.804 $ | +29.766 $ | +1,6 % | |||
| Solstein Capital, LLC | 1.888.594 $ | +480.354 $ | +34,1 % | 1.408.240 $ | -343.939 $ | -19,6 % | 1.752.179 $ | +1.621.089 $ | +1.236,6 % | |||
| Pacific Asset Management, LLC | 1.861.716 $ | -19.032 $ | -1,0 % | 1.880.748 $ | +376.037 $ | +25,0 % | 1.504.711 $ | +74.900 $ | +5,2 % | 1.429.811 $ | +96.752 $ | +7,3 % |
| LAKE STREET PRIVATE WEALTH, LLC | 1.678.775 $ | -201.007 $ | -10,7 % | 1.879.782 $ | +167.376 $ | +9,8 % | 1.712.406 $ | -10.508 $ | -0,6 % | 1.722.914 $ | +222.772 $ | +14,9 % |
| Brucke Financial, Inc. | 1.877.767 $ | +132.673 $ | +7,6 % | 1.745.094 $ | +50.341 $ | +3,0 % | 1.694.753 $ | -38.012 $ | -2,2 % | |||
| J. Team Financial, Inc. | 1.543.982 $ | -50.675 $ | -3,2 % | 1.594.657 $ | -280.677 $ | -15,0 % | 1.875.334 $ | -44.234 $ | -2,3 % | |||
| Bolthouse Investments, LLC | 1.858.695 $ | +729 $ | +0,0 % | 1.857.966 $ | +1.457 $ | +0,1 % | 1.856.509 $ | +999.292 $ | +116,6 % | |||
| Pearl Planning LLC | 1.845.253 $ | +26.479 $ | +1,5 % | 1.818.774 $ | -39.370 $ | -2,1 % | 1.858.144 $ | |||||
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 1.851.064 $ | +73.764 $ | +4,2 % | |||||||||
| Alpha Omega Wealth Management LLC | 1.842.509 $ | +37.615 $ | +2,1 % | 1.804.894 $ | +1.744 $ | +0,1 % | 1.803.150 $ | +56.940 $ | +3,3 % | |||
| Mount Lucas Management LP | 1.842.290 $ | +51.406 $ | +2,9 % | 1.790.884 $ | +140.415 $ | +8,5 % | 1.650.469 $ | +125.242 $ | +8,2 % | |||
| Upper Left Wealth Management, LLC | 1.840.435 $ | +1.595.514 $ | +651,4 % | 244.921 $ | +3.678 $ | +1,5 % | 241.243 $ | |||||
| SEIZERT CAPITAL PARTNERS, LLC | 1.838.886 $ | -1.455 $ | -0,1 % | 1.840.341 $ | +1.455 $ | +0,1 % | 1.838.886 $ | -6.181 $ | -0,3 % | |||
| WESPAC Advisors SoCal, LLC | 606.793 $ | -147.888 $ | -19,6 % | 754.681 $ | -892.838 $ | -54,2 % | 1.647.519 $ | -185.225 $ | -10,1 % | 1.832.744 $ | +441.767 $ | +31,8 % |
| KANE INVESTMENT MANAGEMENT, INC. | 1.830.755 $ | +153.383 $ | +9,1 % | 1.677.372 $ | +57.322 $ | +3,5 % | 1.620.050 $ | -167.777 $ | -9,4 % | |||
| Brand Asset Management Group, Inc. | 1.824.841 $ | +1.283.713 $ | +237,2 % | 541.128 $ | -23.345 $ | -4,1 % | 564.473 $ | -301.926 $ | -34,8 % | |||
| Gerald Baker Financial Group LLC | 1.341.080 $ | -477.775 $ | -26,3 % | 1.818.855 $ | +28.773 $ | +1,6 % | 1.790.082 $ | |||||
| Weaver Consulting Group | 1.035.782 $ | -116.257 $ | -10,1 % | 1.152.039 $ | -665.794 $ | -36,6 % | 1.817.833 $ | +173.546 $ | +10,6 % | 1.644.287 $ | -98.749 $ | -5,7 % |
| Successful Portfolios LLC | 1.576.076 $ | -226.813 $ | -12,6 % | 1.802.889 $ | -6.872 $ | -0,4 % | 1.809.761 $ | +39.578 $ | +2,2 % | 1.770.183 $ | -38.502 $ | -2,1 % |
| Impact Investors, Inc | 1.805.871 $ | +136.560 $ | +8,2 % | 1.669.311 $ | +118.080 $ | +7,6 % | 1.551.231 $ | +51.775 $ | +3,5 % | |||
| Global Wealth Management Investment Advisory, Inc. | 741.613 $ | -746.308 $ | -50,2 % | 1.487.921 $ | -315.141 $ | -17,5 % | 1.803.062 $ | -434.127 $ | -19,4 % | |||
| Wilshire Advisors LLC | 1.123.618 $ | -548.000 $ | -32,8 % | 1.671.618 $ | -130.268 $ | -7,2 % | 1.801.886 $ | -126 $ | -0,0 % | |||
| ACCREDITED INVESTOR SERVICES, LLC | 1.801.804 $ | +117.336 $ | +7,0 % | 1.684.468 $ | +23.008 $ | +1,4 % | 1.661.460 $ | -68.688 $ | -4,0 % | 1.730.148 $ | +10.547 $ | +0,6 % |
| Tenret Co LLC | 1.785.018 $ | -16.144 $ | -0,9 % | 1.801.162 $ | +308.598 $ | +20,7 % | ||||||
| Shared Vision Wealth Group LLC | 1.533.646 $ | -140.908 $ | -8,4 % | 1.674.554 $ | -117.659 $ | -6,6 % | 1.792.213 $ | -91.831 $ | -4,9 % | |||
| BUCKHEAD CAPITAL MANAGEMENT LLC | 1.791.636 $ | +3.808 $ | +0,2 % | 1.787.828 $ | -4.169 $ | -0,2 % | 1.791.997 $ | +20.424 $ | +1,2 % | |||
| Twele Capital Management, Inc. | 1.242.565 $ | -546.451 $ | -30,5 % | 1.789.016 $ | +603.379 $ | +50,9 % | 1.185.637 $ | -15.436 $ | -1,3 % | 1.201.073 $ | +21.329 $ | +1,8 % |
| Advocate Investing Services LLC | 1.690.949 $ | +262.098 $ | +18,3 % | 1.428.851 $ | -357.989 $ | -20,0 % | 1.786.840 $ | |||||
| Kooman & Associates | 1.612.864 $ | -173.666 $ | -9,7 % | 1.786.530 $ | +23.998 $ | +1,4 % | 1.762.532 $ | +72.903 $ | +4,3 % | 1.689.629 $ | +124.589 $ | +8,0 % |
| HORAN Wealth, LLC | 918.913 $ | -865.685 $ | -48,5 % | 1.784.598 $ | +887.433 $ | +98,9 % | 897.165 $ | -61.098 $ | -6,4 % | |||
| TAGStone Capital, Inc. | 1.485.629 $ | -297.881 $ | -16,7 % | 1.783.510 $ | +73.339 $ | +4,3 % | 1.710.171 $ | +456.932 $ | +36,5 % | |||
| Strategic Wealth Partners, Ltd. | 1.310.368 $ | -157.062 $ | -10,7 % | 1.467.430 $ | -312.945 $ | -17,6 % | 1.780.375 $ | -1.222.235 $ | -40,7 % | |||
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 1.766.000 $ | -13.000 $ | -0,7 % | 1.779.000 $ | +106.000 $ | +6,3 % | 1.673.000 $ | -1.549.000 $ | -48,1 % | |||
| Bramshill Investments, LLC | 1.777.197 $ | +697 $ | +0,0 % | 1.776.500 $ | +1.394 $ | +0,1 % | 1.775.106 $ | -105.565 $ | -5,6 % | |||
| Impact Capital Partners LLC | 1.607.778 $ | -166.311 $ | -9,4 % | 1.774.089 $ | +1.091.274 $ | +159,8 % | 682.815 $ | +12.084 $ | +1,8 % | 670.731 $ | -227.126 $ | -25,3 % |
| Cornerstone Investment Partners, LLC | 1.772.501 $ | +7.439 $ | +0,4 % | 1.765.062 $ | +19.169 $ | +1,1 % | 1.745.893 $ | -14.493 $ | -0,8 % | |||
| TCV Trust & Wealth Management, Inc. | 1.574.733 $ | -196.476 $ | -11,1 % | 1.771.209 $ | +25.467 $ | +1,5 % | 1.745.742 $ | +509.908 $ | +41,3 % | 1.235.834 $ | -3.495 $ | -0,3 % |
| INTREPID FAMILY OFFICE LLC | 1.770.300 $ | |||||||||||
| Buck Wealth Strategies, LLC | 1.766.661 $ | +1.037.248 $ | +142,2 % | 729.413 $ | +389.258 $ | +114,4 % | 340.155 $ | |||||
| Marathon Strategic Advisors, LLC | 1.729.635 $ | +2.594 $ | +0,2 % | 1.727.041 $ | -9.886 $ | -0,6 % | 1.736.927 $ | -27.556 $ | -1,6 % | 1.764.483 $ | -78.505 $ | -4,3 % |
| Keystone Wealth Services, LLC | 1.743.248 $ | -15.357 $ | -0,9 % | 1.758.605 $ | +26.550 $ | +1,5 % | 1.732.055 $ | -67.164 $ | -3,7 % | |||
| KICKSTAND VENTURES, LLC. | 1.757.168 $ | +263.266 $ | +17,6 % | 1.493.902 $ | -80.667 $ | -5,1 % | 1.574.569 $ | +39.112 $ | +2,5 % | |||
| United Community Bank | 1.700.743 $ | -52.852 $ | -3,0 % | 1.753.595 $ | -56.928 $ | -3,1 % | ||||||
| ALLIANZ SE | 1.737.077 $ | -4.972 $ | -0,3 % | 1.742.049 $ | -10.606 $ | -0,6 % | 1.752.655 $ | |||||
| HFG Wealth Management, LLC | 1.591.552 $ | +0 $ | +0,0 % | 1.591.552 $ | -155.449 $ | -8,9 % | 1.747.001 $ | +58.364 $ | +3,5 % | 1.688.637 $ | +3.295 $ | +0,2 % |
| Navis Wealth Advisors, LLC | 1.746.216 $ | +221.293 $ | +14,5 % | 1.524.923 $ | +1.025.760 $ | +205,5 % | 499.163 $ | +40.461 $ | +8,8 % | |||
| FIRST MANHATTAN CO. LLC. | 1.709.382 $ | -36.689 $ | -2,1 % | 1.746.071 $ | +1.006.275 $ | +136,0 % | 739.796 $ | +206.208 $ | +38,6 % | |||
| Owl Creek Wealth Partners LLC | 1.743.805 $ | +360.286 $ | +26,0 % | 1.383.519 $ | +199.562 $ | +16,9 % | 1.183.957 $ | |||||
| Richmond Investment Services, LLC | 1.743.554 $ | +152.027 $ | +9,6 % | 1.591.527 $ | +312.746 $ | +24,5 % | ||||||
| Ridge Creek Global, Inc | 1.655.579 $ | -40.480 $ | -2,4 % | 1.696.059 $ | -47.077 $ | -2,7 % | 1.743.136 $ | |||||
| HARBOR INVESTMENT ADVISORY, LLC | 1.522.293 $ | -173.892 $ | -10,3 % | 1.696.185 $ | -46.025 $ | -2,6 % | 1.742.210 $ | +1.583.053 $ | +994,6 % | 159.157 $ | +35.360 $ | +28,6 % |
| SHRIER WEALTH MANAGEMENT, LLC | 1.344.082 $ | -397.409 $ | -22,8 % | 1.741.491 $ | +62.428 $ | +3,7 % | 1.679.063 $ | +146.295 $ | +9,5 % | 1.532.768 $ | ||
| BASSO CAPITAL MANAGEMENT, L.P. | 1.740.631 $ | |||||||||||
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 1.739.032 $ | +73.006 $ | +4,4 % | 1.666.026 $ | -35.098 $ | -2,1 % | 1.701.124 $ | |||||
| Riverpoint Wealth Management Holdings, LLC | 1.738.712 $ | +311.778 $ | +21,8 % | 1.426.934 $ | ||||||||
| ArchPoint Investors | 1.738.661 $ | +9.692 $ | +0,6 % | 1.728.969 $ | +16.961 $ | +1,0 % | 1.712.008 $ | -40.499 $ | -2,3 % | |||
| HANOVER ADVISORS INC | 1.735.469 $ | +251.180 $ | +16,9 % | 1.484.289 $ | +60.212 $ | +4,2 % | 1.424.077 $ | -115.505 $ | -7,5 % | |||
| LOCKERMAN FINANCIAL GROUP, INC. | 1.465.244 $ | -179.604 $ | -10,9 % | 1.644.848 $ | -90.199 $ | -5,2 % | 1.735.047 $ | +232 $ | +0,0 % | |||
| Cambridge Financial Group, LLC | 1.333.853 $ | +0 $ | +0,0 % | 1.333.853 $ | -208.498 $ | -13,5 % | 1.542.351 $ | -190.582 $ | -11,0 % | 1.732.933 $ | -322.190 $ | -15,7 % |
| Payne Capital Management, LLC | 1.732.916 $ | +43.384 $ | +2,6 % | 1.689.532 $ | -23.261 $ | -1,4 % | 1.712.793 $ | +47.674 $ | +2,9 % | |||
| ENDEAVOR PRIVATE WEALTH, INC. | 1.468.523 $ | -5.671 $ | -0,4 % | 1.474.194 $ | -255.646 $ | -14,8 % | 1.729.840 $ | +379.894 $ | +28,1 % | |||
| SPINNAKER TRUST | 1.726.332 $ | +23.580 $ | +1,4 % | 1.702.752 $ | -15.400 $ | -0,9 % | 1.718.152 $ | +9.946 $ | +0,6 % | |||
| Vericrest Private Wealth | 1.486.219 $ | -172.198 $ | -10,4 % | 1.658.417 $ | +96.988 $ | +6,2 % | 1.561.429 $ | -161.628 $ | -9,4 % | 1.723.057 $ | ||
| Coston, McIsaac & Partners | 1.717.000 $ | +167.000 $ | +10,8 % | 1.550.000 $ | +183.000 $ | +13,4 % | 1.367.000 $ | -71.000 $ | -4,9 % | |||
| Aegis Wealth Management, Inc. | 1.715.896 $ | +231.175 $ | +15,6 % | 1.484.721 $ | +46.042 $ | +3,2 % | 1.438.679 $ | |||||
| HMV Wealth Advisors, LLC | 1.711.990 $ | +263.250 $ | +18,2 % | 1.448.740 $ | +128.892 $ | +9,8 % | 1.319.848 $ | +101.576 $ | +8,3 % | |||
| INSIGNEO ADVISORY SERVICES, LLC | 1.706.152 $ | +518.028 $ | +43,6 % | 1.188.124 $ | +37.652 $ | +3,3 % | 1.150.472 $ | +515.326 $ | +81,1 % | |||
| EWA, LLC | 1.702.931 $ | +62.067 $ | +3,8 % | 1.640.864 $ | +958.270 $ | +140,4 % | 682.594 $ | +255.959 $ | +60,0 % | |||
| 1ST SOURCE BANK | 662.509 $ | -1.039.105 $ | -61,1 % | 1.701.614 $ | +1.052.527 $ | +162,2 % | 649.087 $ | +3.758 $ | +0,6 % | |||
| Cassady Wealth & Retirement Planning, LLC | 1.166.067 $ | -32.164 $ | -2,7 % | 1.198.231 $ | -503.367 $ | -29,6 % | 1.701.598 $ | |||||
| Analyst IMS Investment Management Services Ltd. | 1.701.000 $ | |||||||||||
| MA Private Wealth | 1.606.652 $ | -69.544 $ | -4,1 % | 1.676.196 $ | -16.720 $ | -1,0 % | 1.692.916 $ | -79.655 $ | -4,5 % | |||
| Rockbridge Investment Management, LCC | 1.653.911 $ | +1.497 $ | +0,1 % | 1.652.414 $ | -39.857 $ | -2,4 % | 1.692.271 $ | +16.005 $ | +1,0 % | |||
| Montis Financial, LLC | 1.126.233 $ | -15.244 $ | -1,3 % | 1.141.477 $ | -549.358 $ | -32,5 % | 1.690.835 $ | +166.506 $ | +10,9 % | |||
| TSG Advice Partners, LLC | 1.646.701 $ | -38.964 $ | -2,3 % | 1.685.665 $ | ||||||||
| TODD ASSET MANAGEMENT LLC | 1.684.038 $ | +23.003 $ | +1,4 % | 1.661.035 $ | -15.022 $ | -0,9 % | 1.676.057 $ | |||||
| Global Assets Advisory, LLC | 315.790 $ | -1.364.391 $ | -81,2 % | 1.680.181 $ | +1.369.776 $ | +441,3 % | 310.405 $ | -8.746 $ | -2,7 % | |||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.679.395 $ | +522.945 $ | +45,2 % | 1.156.450 $ | +127.627 $ | +12,4 % | 1.028.823 $ | +569.696 $ | +124,1 % | |||
| CORE WEALTH ADVISORS, LLC | 1.348.371 $ | -328.162 $ | -19,6 % | 1.676.533 $ | +1.761 $ | +0,1 % | 1.674.772 $ | |||||
| BAM Wealth Management, LLC | 1.674.879 $ | +489.774 $ | +41,3 % | 1.185.105 $ | +63.800 $ | +5,7 % | 1.121.305 $ | +461.239 $ | +69,9 % | 660.066 $ | -173.859 $ | -20,8 % |
| BIRCH FINANCIAL GROUP, LLC | 1.673.642 $ | +176.220 $ | +11,8 % | 1.497.422 $ | -28.323 $ | -1,9 % | 1.525.745 $ | +52.882 $ | +3,6 % | |||
| RESOLUTE WEALTH ADVISOR, INC. | 1.670.127 $ | +0 $ | +0,0 % | 1.670.127 $ | ||||||||
| RED REEF ADVISORS LLC | 1.665.360 $ | +70.314 $ | +4,4 % | 1.595.046 $ | +71.420 $ | +4,7 % | 1.523.626 $ | |||||
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1.094.613 $ | -114.225 $ | -9,4 % | 1.208.838 $ | -454.353 $ | -27,3 % | 1.663.191 $ | -759.525 $ | -31,4 % | |||
| EARNED WEALTH ADVISORS, LLC | 1.444.022 $ | +335.925 $ | +30,3 % | 1.108.097 $ | -554.983 $ | -33,4 % | 1.663.080 $ | -757.422 $ | -31,3 % | |||
| First Washington CORP | 873.547 $ | -787.943 $ | -47,4 % | 1.661.490 $ | -4.713 $ | -0,3 % | ||||||
| John A. Wolfe & Associates, Inc. | 1.656.282 $ | +680.432 $ | +69,7 % | 975.850 $ | ||||||||
| ACUTE INVESTMENT ADVISORY, LLC | 1.653.039 $ | -213.079 $ | -11,4 % | |||||||||
| Venture Visionary Partners LLC | 1.495.271 $ | -154.163 $ | -9,3 % | 1.649.434 $ | ||||||||
| Stonebridge Wealth Management, LLC | 1.089.268 $ | -557.397 $ | -33,9 % | 1.646.665 $ | +271.641 $ | +19,8 % | 1.375.024 $ | +59.052 $ | +4,5 % | 1.315.972 $ | -179.607 $ | -12,0 % |
| Atlantic Union Bankshares Corp | 1.645.308 $ | +263.921 $ | +19,1 % | 1.381.387 $ | +533.039 $ | +62,8 % | 848.348 $ | -34.952 $ | -4,0 % | |||
| EPG Wealth Management LLC | 1.638.878 $ | +12.041 $ | +0,7 % | 1.626.837 $ | +95.236 $ | +6,2 % | 1.531.601 $ | -60.123 $ | -3,8 % | |||
| Heartwood Wealth Advisors LLC | 1.199.855 $ | -412.205 $ | -25,6 % | 1.612.060 $ | +13.110 $ | +0,8 % | 1.598.950 $ | -38.315 $ | -2,3 % | 1.637.265 $ | +4.513 $ | +0,3 % |
| Clark Capital Management Group, Inc. | 1.636.041 $ | |||||||||||
| Paradigm, Strategies in Wealth Management, LLC | 819.067 $ | -794.894 $ | -49,3 % | 1.613.961 $ | +331.134 $ | +25,8 % | 1.282.827 $ | -348.664 $ | -21,4 % | 1.631.491 $ | -155.700 $ | -8,7 % |
| A. D. Beadell Investment Counsel, Inc. | 1.611.000 $ | -12.000 $ | -0,7 % | 1.623.000 $ | +41.000 $ | +2,6 % | 1.582.000 $ | -9.000 $ | -0,6 % | 1.591.000 $ | -7.000 $ | -0,4 % |
| Argent Advisors, Inc. | 1.424.808 $ | -197.436 $ | -12,2 % | 1.622.244 $ | +974.365 $ | +150,4 % | 647.879 $ | +68.669 $ | +11,9 % | |||
| PETRA FINANCIAL ADVISORS INC | 1.475.326 $ | +255.111 $ | +20,9 % | 1.220.215 $ | -396.635 $ | -24,5 % | 1.616.850 $ | -25.705 $ | -1,6 % | |||
| LeConte Wealth Management, LLC | 1.480.104 $ | -134.734 $ | -8,3 % | 1.614.838 $ | +120.352 $ | +8,1 % | 1.494.486 $ | +27.507 $ | +1,9 % | 1.466.979 $ | +229.991 $ | +18,6 % |
| RAMSEY QUANTITATIVE SYSTEMS | 1.614.300 $ | |||||||||||
| Ares Financial Consulting, LLC | 1.041.667 $ | -240.237 $ | -18,7 % | 1.281.904 $ | -329.401 $ | -20,4 % | 1.611.305 $ | +393.891 $ | +32,4 % | 1.217.414 $ | ||
| DEAN INVESTMENT ASSOCIATES, LLC | 1.190.170 $ | +16.257 $ | +1,4 % | 1.173.913 $ | -435.415 $ | -27,1 % | 1.609.328 $ | -1.866 $ | -0,1 % | |||
| XTX Topco Ltd | 1.557.667 $ | +71.567 $ | +4,8 % | 1.486.100 $ | -120.575 $ | -7,5 % | 1.606.675 $ | +494.174 $ | +44,4 % | |||
| FIRST NATIONAL BANK OF OMAHA | 1.520.872 $ | -83.871 $ | -5,2 % | 1.604.743 $ | +62.621 $ | +4,1 % | 1.542.122 $ | |||||
| Pacific Capital Wealth Advisors, Inc. | 1.603.413 $ | +1.036.927 $ | +183,0 % | 566.486 $ | +7.666 $ | +1,4 % | 558.820 $ | -5.897 $ | -1,0 % | 564.717 $ | +4.128 $ | +0,7 % |
| Rialto Wealth Management, LLC | 1.271.818 $ | -324.552 $ | -20,3 % | 1.596.370 $ | +143.103 $ | +9,8 % | 1.453.267 $ | +347.942 $ | +31,5 % | |||
| RIVERSEDGE ADVISORS, LLC | 973.580 $ | -452.734 $ | -31,7 % | 1.426.314 $ | +26.291 $ | +1,9 % | 1.400.023 $ | -196.121 $ | -12,3 % | 1.596.144 $ | -100.462 $ | -5,9 % |
| Intergy Private Wealth, LLC | 1.490.989 $ | -84.071 $ | -5,3 % | 1.575.060 $ | -18.734 $ | -1,2 % | 1.593.794 $ | +66.294 $ | +4,3 % | 1.527.500 $ | +157.316 $ | +11,5 % |
| BINGHAM PRIVATE WEALTH, LLC | 1.589.962 $ | +209.211 $ | +15,2 % | 1.380.751 $ | +110.679 $ | +8,7 % | 1.270.072 $ | |||||
| BayBridge Capital Group, LLC | 1.350.392 $ | -236.448 $ | -14,9 % | 1.586.840 $ | +1.866 $ | +0,1 % | 1.584.974 $ | +0 $ | +0,0 % | 1.584.974 $ | +282.917 $ | +21,7 % |
| Privatperson | 1.483.853 $ | -37.491 $ | -2,5 % | 1.521.344 $ | -63.659 $ | -4,0 % | 1.585.003 $ | |||||
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 1.580.098 $ | +435.602 $ | +38,1 % | 1.144.496 $ | -228.810 $ | -16,7 % | 1.373.306 $ | -67.315 $ | -4,7 % | 1.440.621 $ | ||
| Intrepid Financial Planning Group LLC | 1.578.780 $ | +85.865 $ | +5,8 % | 1.492.915 $ | -30.148 $ | -2,0 % | 1.523.063 $ | +28.418 $ | +1,9 % | |||
| PLANNING DIRECTIONS INC | 1.576.852 $ | +85.784 $ | +5,8 % | 1.491.068 $ | +182.714 $ | +14,0 % | 1.308.354 $ | +83.766 $ | +6,8 % | |||
| Greykasell Wealth Strategies, Inc. | 1.576.797 $ | +22.578 $ | +1,5 % | 1.554.219 $ | -14.845 $ | -0,9 % | 1.569.064 $ | -175.045 $ | -10,0 % | |||
| CALTON & ASSOCIATES, INC. | 1.080.791 $ | -424.942 $ | -28,2 % | 1.505.733 $ | -69.624 $ | -4,4 % | 1.575.357 $ | +500.940 $ | +46,6 % | |||
| Paladin Partners, LLC | 1.574.780 $ | +104.245 $ | +7,1 % | 1.470.535 $ | +81.683 $ | +5,9 % | 1.388.852 $ | -12.470 $ | -0,9 % | 1.401.322 $ | ||
| Towerpoint Wealth, LLC | 1.356.928 $ | -212.084 $ | -13,5 % | 1.569.012 $ | +33.620 $ | +2,2 % | 1.535.392 $ | -14.394 $ | -0,9 % | 1.549.786 $ | +8.760 $ | +0,6 % |
| LIFELONG WEALTH ADVISORS, INC. | 1.309.681 $ | -127 $ | -0,0 % | 1.309.808 $ | -255.447 $ | -16,3 % | 1.565.255 $ | +150.814 $ | +10,7 % | 1.414.441 $ | -15.774 $ | -1,1 % |
| Town Capital LLC | 1.516.510 $ | -33.270 $ | -2,1 % | 1.549.780 $ | -15.337 $ | -1,0 % | 1.565.117 $ | |||||
| Aspen Wealth Strategies, LLC | 1.151.875 $ | -411.495 $ | -26,3 % | 1.563.370 $ | +44.098 $ | +2,9 % | 1.519.272 $ | +60.716 $ | +4,2 % | |||
| W ADVISORS, LLC | 1.527.838 $ | -34.690 $ | -2,2 % | 1.562.528 $ | +6.756 $ | +0,4 % | 1.555.772 $ | +648.477 $ | +71,5 % | |||
| STOCK YARDS BANK & TRUST CO | 1.561.350 $ | +82.998 $ | +5,6 % | 1.478.352 $ | +128.657 $ | +9,5 % | 1.349.695 $ | +126.018 $ | +10,3 % | |||
| Gotham Asset Management, LLC | 1.561.148 $ | +730.030 $ | +87,8 % | 831.118 $ | +260.251 $ | +45,6 % | 570.867 $ | |||||
| OLIO Financial Planning | 1.455.345 $ | -102.329 $ | -6,6 % | 1.557.674 $ | +41.581 $ | +2,7 % | 1.516.093 $ | +41.747 $ | +2,8 % | 1.474.346 $ | +88.023 $ | +6,3 % |
| Total Clarity Wealth Management, Inc. | 1.550.552 $ | +98.499 $ | +6,8 % | 1.452.053 $ | +531.106 $ | +57,7 % | 920.947 $ | +546.586 $ | +146,0 % | |||
| L & S Advisors Inc | 1.542.196 $ | +244.540 $ | +18,8 % | 1.297.656 $ | +41.433 $ | +3,3 % | 1.256.223 $ | +33.422 $ | +2,7 % | |||
| Westshore Wealth, LLC | 1.539.957 $ | +1.075.763 $ | +231,7 % | 464.194 $ | -321.805 $ | -40,9 % | 785.999 $ | +247.373 $ | +45,9 % | |||
| W.H. Cornerstone Investments Inc. | 1.531.007 $ | +93.395 $ | +6,5 % | 1.437.612 $ | +293.829 $ | +25,7 % | 1.143.783 $ | -9.124 $ | -0,8 % | |||
| Roehl & Yi Investment Advisors, LLC | 1.523.399 $ | +2.789 $ | +0,2 % | 1.520.610 $ | -9.545 $ | -0,6 % | 1.530.155 $ | -42.022 $ | -2,7 % | |||
| Talon Private Wealth, LLC | 1.529.336 $ | +895.419 $ | +141,3 % | 633.917 $ | ||||||||
| Family Capital Management, Inc. | 1.527.774 $ | +208.436 $ | +15,8 % | 1.319.338 $ | +52.441 $ | +4,1 % | 1.266.897 $ | +169.411 $ | +15,4 % | |||
| UNION SAVINGS BANK | 1.021.474 $ | -403.617 $ | -28,3 % | 1.425.091 $ | +4.780 $ | +0,3 % | 1.420.311 $ | -104.973 $ | -6,9 % | 1.525.284 $ | ||
| Cannon Advisors, Inc. | 467.312 $ | +181.342 $ | +63,4 % | 285.970 $ | -1.189.409 $ | -80,6 % | 1.475.379 $ | -48.537 $ | -3,2 % | 1.523.916 $ | -154.265 $ | -9,2 % |
| BURNEY CO/ | 1.518.136 $ | +225.787 $ | +17,5 % | 1.292.349 $ | +184.788 $ | +16,7 % | 1.107.561 $ | +114.078 $ | +11,5 % | 993.483 $ | +91.567 $ | +10,2 % |
| HOHIMER WEALTH MANAGEMENT, LLC | 1.405.131 $ | -111.995 $ | -7,4 % | 1.517.126 $ | +111.063 $ | +7,9 % | 1.406.063 $ | -384.576 $ | -21,5 % | |||
| Capital Wealth Alliance, LLC | 1.323.339 $ | -177.280 $ | -11,8 % | 1.500.619 $ | -15.183 $ | -1,0 % | 1.515.802 $ | +65.190 $ | +4,5 % | 1.450.612 $ | -47.259 $ | -3,2 % |
| Quadrant Private Wealth Management, LLC | 838.434 $ | -675.978 $ | -44,6 % | 1.514.412 $ | +232.831 $ | +18,2 % | 1.281.581 $ | +732.742 $ | +133,5 % | |||
| Legacy Wealth Asset Management, LLC | 1.514.155 $ | |||||||||||
| LAM GROUP, INC. | 1.350.396 $ | +209.220 $ | +18,3 % | 1.141.176 $ | -370.146 $ | -24,5 % | 1.511.322 $ | +437.725 $ | +40,8 % | |||
| Oakwell Private Wealth Management, LLC | 536.214 $ | +210 $ | +0,0 % | 536.004 $ | -970.037 $ | -64,4 % | 1.506.041 $ | -2.957 $ | -0,2 % | |||
| Wealthcare Capital Partners, LLC | 1.164.672 $ | -340.524 $ | -22,6 % | 1.505.196 $ | +337.546 $ | +28,9 % | 1.167.650 $ | +108.975 $ | +10,3 % | 1.058.675 $ | +25.296 $ | +2,4 % |
| New Insight Wealth Advisors | 1.487.954 $ | -13.750 $ | -0,9 % | 1.501.704 $ | +387.760 $ | +34,8 % | 1.113.944 $ | -7.289 $ | -0,7 % | |||
| Cumberland Partners Ltd | 1.500.341 $ | +82.430 $ | +5,8 % | 1.417.911 $ | +83.642 $ | +6,3 % | 1.334.269 $ | -134.079 $ | -9,1 % | |||
| Hibernia Wealth Partners, LLC | 971.507 $ | -518.085 $ | -34,8 % | 1.489.592 $ | +657.602 $ | +79,0 % | 831.990 $ | |||||
| Willis Johnson & Associates, Inc. | 1.113.320 $ | -361.114 $ | -24,5 % | 1.474.434 $ | -13.269 $ | -0,9 % | 1.487.703 $ | +86.825 $ | +6,2 % | |||
| CYPRESS FINANCIAL PLANNING LLC | 858.238 $ | -628.640 $ | -42,3 % | 1.486.878 $ | +108.839 $ | +7,9 % | 1.378.039 $ | +69.139 $ | +5,3 % | 1.308.900 $ | +389.465 $ | +42,4 % |
| 3Chopt Investment Partners, LLC | 1.486.552 $ | +96.344 $ | +6,9 % | 1.390.208 $ | -538 $ | -0,0 % | 1.390.746 $ | +139.757 $ | +11,2 % | |||
| Lauterbach Financial Advisors, LLC | 1.485.598 $ | +113.962 $ | +8,3 % | 1.371.636 $ | +333.948 $ | +32,2 % | 1.037.688 $ | +7.127 $ | +0,7 % | 1.030.561 $ | +20.762 $ | +2,1 % |
| STRATEGY ASSET MANAGERS LLC | 1.238.213 $ | -246.161 $ | -16,6 % | 1.484.374 $ | +59.670 $ | +4,2 % | 1.424.704 $ | -21.384 $ | -1,5 % | 1.446.088 $ | +575.193 $ | +66,0 % |
| Synergy Asset Management, LLC | 282.745 $ | -1.200.414 $ | -80,9 % | 1.483.159 $ | +755.323 $ | +103,8 % | 727.836 $ | -1.388.071 $ | -65,6 % | |||
| INGALLS & SNYDER LLC | 1.387.000 $ | -86.000 $ | -5,8 % | 1.473.000 $ | -10.000 $ | -0,7 % | 1.483.000 $ | -61.000 $ | -4,0 % | |||
| Cypress Point Wealth Management, LLC | 1.480.209 $ | +234.483 $ | +18,8 % | 1.245.726 $ | +47.669 $ | +4,0 % | 1.198.057 $ | +39.071 $ | +3,4 % | |||
| Park Place Capital Corp | 1.271.530 $ | -34.138 $ | -2,6 % | 1.305.668 $ | -173.421 $ | -11,7 % | 1.479.089 $ | -165.214 $ | -10,0 % | |||
| Integrated Investment Consultants, LLC | 1.329.099 $ | -121.244 $ | -8,4 % | 1.450.343 $ | -24.998 $ | -1,7 % | 1.475.341 $ | -2.350.619 $ | -61,4 % | |||
| Dorato Capital Management | 1.282.636 $ | -184.472 $ | -12,6 % | 1.467.108 $ | +3.428 $ | +0,2 % | 1.463.680 $ | +136.384 $ | +10,3 % | 1.327.296 $ | ||
| BLVD Private Wealth, LLC | 1.465.047 $ | |||||||||||
| BRIGHTON SECURITIES CORP. | 1.464.888 $ | +28.279 $ | +2,0 % | 1.436.609 $ | +29.836 $ | +2,1 % | 1.406.773 $ | +135.472 $ | +10,7 % | 1.271.301 $ | +206.466 $ | +19,4 % |
| ARS Wealth Advisors Group, LLC | 1.341.900 $ | -118.826 $ | -8,1 % | 1.460.726 $ | +473.213 $ | +47,9 % | 987.513 $ | -8.931 $ | -0,9 % | 996.444 $ | +468.254 $ | +88,7 % |
| Olde Wealth Management, LLC | 1.281.000 $ | +56.000 $ | +4,6 % | 1.225.000 $ | -232.000 $ | -15,9 % | 1.457.000 $ | +125.000 $ | +9,4 % | |||
| PLANNING ALTERNATIVES LTD /ADV | 1.452.978 $ | +19.846 $ | +1,4 % | 1.433.132 $ | +158.951 $ | +12,5 % | 1.274.181 $ | +7.375 $ | +0,6 % | |||
| Allie Family Office LLC | 1.449.891 $ | +74.994 $ | +5,5 % | 1.374.897 $ | +547.854 $ | +66,2 % | 827.043 $ | -2.347 $ | -0,3 % | |||
| Eagle Strategies LLC | 673.076 $ | -670.950 $ | -49,9 % | 1.344.026 $ | +21.275 $ | +1,6 % | 1.322.751 $ | -126.788 $ | -8,7 % | 1.449.539 $ | +53.246 $ | +3,8 % |
| Marble Wealth, LLC | 1.449.116 $ | +262.278 $ | +22,1 % | 1.186.838 $ | +396.155 $ | +50,1 % | 790.683 $ | |||||
| Calder Financial LLC | 1.384.891 $ | -61.348 $ | -4,2 % | 1.446.239 $ | +65.423 $ | +4,7 % | 1.380.816 $ | -32.355 $ | -2,3 % | 1.413.171 $ | ||
| PEOPLES BANK /OH | 1.423.873 $ | +219.303 $ | +18,2 % | 1.204.570 $ | -235.345 $ | -16,3 % | 1.439.915 $ | -48.221 $ | -3,2 % | |||
| MBE Wealth Management, LLC | 1.437.304 $ | +1.130.633 $ | +368,7 % | 306.671 $ | +3.367 $ | +1,1 % | ||||||
| Envision Financial LLC | 1.149.110 $ | +74.346 $ | +6,9 % | 1.074.764 $ | +172.814 $ | +19,2 % | 901.950 $ | -530.267 $ | -37,0 % | 1.432.217 $ | -91.156 $ | -6,0 % |
| Marion Wealth Management | 1.425.613 $ | +111.650 $ | +8,5 % | 1.313.963 $ | +188.640 $ | +16,8 % | 1.125.323 $ | +35.136 $ | +3,2 % | 1.090.187 $ | +162.010 $ | +17,5 % |
| Trailhead Planners LLC | 1.274.898 $ | -149.761 $ | -10,5 % | 1.424.659 $ | +88.247 $ | +6,6 % | 1.336.412 $ | |||||
| STEPHEN J. GARRY & ASSOCIATES, LLC | 1.363.653 $ | -12.157 $ | -0,9 % | 1.375.810 $ | -44.576 $ | -3,1 % | 1.420.386 $ | -328.180 $ | -18,8 % | |||
| TritonPoint Partners, LLC | 1.420.181 $ | +1.064.809 $ | +299,6 % | 355.372 $ | -847.030 $ | -70,4 % | 1.202.402 $ | |||||
| Benin Management CORP | 947.701 $ | -470.119 $ | -33,2 % | 1.417.820 $ | ||||||||
| Davis Wealth Advisors, LLC | 998.822 $ | -259.299 $ | -20,6 % | 1.258.121 $ | -155.864 $ | -11,0 % | 1.413.985 $ | -684.074 $ | -32,6 % | |||
| Keystone Financial Services | 1.412.835 $ | +115.045 $ | +8,9 % | 1.297.790 $ | -24.376 $ | -1,8 % | 1.322.166 $ | +32.040 $ | +2,5 % | |||
| WBI INVESTMENTS, LLC | 1.412.749 $ | +274.637 $ | +24,1 % | 1.138.112 $ | +880.651 $ | +342,1 % | ||||||
| Empirical Asset Management, LLC | 1.411.037 $ | +278.384 $ | +24,6 % | 1.132.653 $ | -30.781 $ | -2,6 % | 1.163.434 $ | +179.321 $ | +18,2 % | |||
| Larry Mathis Financial Planning, LLC | 1.408.555 $ | +586.454 $ | +71,3 % | 822.101 $ | +477.764 $ | +138,7 % | 344.337 $ | |||||
| Scissortail Wealth Management, LLC | 1.408.488 $ | +16.620 $ | +1,2 % | |||||||||
| Grunden Financial Advisory, Inc. | 1.407.610 $ | +44.946 $ | +3,3 % | |||||||||
| LCW Services, LLC | 1.399.831 $ | +907.039 $ | +184,1 % | 492.792 $ | -416.595 $ | -45,8 % | 909.387 $ | +4.200 $ | +0,5 % | 905.187 $ | ||
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 947.126 $ | -153.490 $ | -13,9 % | 1.100.616 $ | -299.148 $ | -21,4 % | 1.399.764 $ | +657.540 $ | +88,6 % | 742.224 $ | +22.925 $ | +3,2 % |
| Y.D. More Investments Ltd | 1.398.013 $ | +32.287 $ | +2,4 % | 1.365.726 $ | +19.714 $ | +1,5 % | 1.346.012 $ | -3.670 $ | -0,3 % | |||
| TSFG, LLC | 1.230.000 $ | -21.000 $ | -1,7 % | 1.251.000 $ | -147.000 $ | -10,5 % | 1.398.000 $ | -61.000 $ | -4,2 % | |||
| Marshall & Sterling Wealth Advisors Inc. | 1.392.881 $ | +1.243.031 $ | +829,5 % | 149.850 $ | +125.042 $ | +504,0 % | ||||||
| Keudell/Morrison Wealth Management | 251.685 $ | +37.314 $ | +17,4 % | 214.371 $ | -1.176.495 $ | -84,6 % | 1.390.866 $ | |||||
| Wealthspire Retirement, LLC | 1.384.190 $ | +26.806 $ | +2,0 % | 1.357.384 $ | -22.726 $ | -1,6 % | 1.380.110 $ | +47.864 $ | +3,6 % | |||
| Mengis Capital Management, Inc. | 1.381.605 $ | +525.737 $ | +61,4 % | 855.868 $ | -57.567 $ | -6,3 % | 913.435 $ | -13.445 $ | -1,5 % | 926.880 $ | -30.230 $ | -3,2 % |
| IFS Group,LLC | 1.376.913 $ | +170.560 $ | +14,1 % | |||||||||
| Sage Financial Management Group, Inc. | 1.245.271 $ | -111.008 $ | -8,2 % | 1.356.279 $ | -20.299 $ | -1,5 % | 1.376.578 $ | -36.757 $ | -2,6 % | |||
| Sunflower Bank, N.A. | 471.693 $ | -523.014 $ | -52,6 % | 994.707 $ | -380.360 $ | -27,7 % | 1.375.067 $ | -9.371.422 $ | -87,2 % | |||
| Everest Financial Group LLC | 1.373.023 $ | +220.838 $ | +19,2 % | 1.152.185 $ | ||||||||
| Keystone Global Partners, LLC | 1.372.205 $ | +73.461 $ | +5,7 % | 1.298.744 $ | -14.893 $ | -1,1 % | 1.313.637 $ | +554.590 $ | +73,1 % | 759.047 $ | +212.090 $ | +38,8 % |
| Neuberger Berman Group LLC | 1.337.932 $ | -20.257 $ | -1,5 % | 1.358.189 $ | -12.284 $ | -0,9 % | 1.370.473 $ | +119.109 $ | +9,5 % | |||
| Shearwater Capital LLC | 1.310.712 $ | -55.232 $ | -4,0 % | 1.365.944 $ | +216.037 $ | +18,8 % | 1.149.907 $ | +43.952 $ | +4,0 % | 1.105.955 $ | +27.358 $ | +2,5 % |
| Foguth Wealth Management, LLC. | 1.364.010 $ | +1.086.988 $ | +392,4 % | 277.022 $ | +27.021 $ | +10,8 % | 250.001 $ | +41.700 $ | +20,0 % | 208.301 $ | ||
| Pacific Park Financial, Inc. | 1.362.308 $ | +611.849 $ | +81,5 % | 750.459 $ | -80.725 $ | -9,7 % | 831.184 $ | +355.634 $ | +74,8 % | 475.550 $ | ||
| F/m Investments LLC | 587.202 $ | -16.765 $ | -2,8 % | 603.967 $ | -748.439 $ | -55,3 % | 1.352.406 $ | +129.322 $ | +10,6 % | |||
| American National Bank of Texas | 1.351.806 $ | +6.022 $ | +0,4 % | 1.345.784 $ | +43.400 $ | +3,3 % | 1.302.384 $ | +60.762 $ | +4,9 % | 1.241.622 $ | +131.121 $ | +11,8 % |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 1.349.697 $ | |||||||||||
| Farmers National Bank | 1.347.187 $ | +18.401 $ | +1,4 % | 1.328.786 $ | +413.210 $ | +45,1 % | 915.576 $ | +355.758 $ | +63,5 % | |||
| Prosperity Advisers, LLC | 1.345.789 $ | +322.707 $ | +31,5 % | 1.023.082 $ | -10.015 $ | -1,0 % | 1.033.097 $ | |||||
| Atomic Invest LLC | 1.344.528 $ | +195.107 $ | +17,0 % | 1.149.421 $ | +161.421 $ | +16,3 % | 988.000 $ | |||||
| FIRST NATIONAL BANK SIOUX FALLS | 1.200.057 $ | -69.796 $ | -5,5 % | 1.269.853 $ | +0 $ | +0,0 % | 1.269.853 $ | -74.485 $ | -5,5 % | 1.344.338 $ | +7.782 $ | +0,6 % |
| CONSILIO WEALTH ADVISORS, LLC | 1.304.215 $ | +31.918 $ | +2,5 % | 1.272.297 $ | -69.666 $ | -5,2 % | 1.341.963 $ | -4.515 $ | -0,3 % | |||
| Morton Capital Management LLC/CA | 1.339.215 $ | +374.985 $ | +38,9 % | 964.230 $ | -32.987 $ | -3,3 % | 997.217 $ | -20.112 $ | -2,0 % | |||
| Highland Financial Advisors, LLC | 1.221.165 $ | -116.059 $ | -8,7 % | 1.337.224 $ | +370.284 $ | +38,3 % | 966.940 $ | +122.726 $ | +14,5 % | 844.214 $ | +47.388 $ | +5,9 % |
| Traub Capital Management LLC | 1.314.898 $ | -14.774 $ | -1,1 % | 1.329.672 $ | -3.872 $ | -0,3 % | 1.333.544 $ | -33.561 $ | -2,5 % | |||
| Essex Bank | 1.328.918 $ | -2.386 $ | -0,2 % | 1.331.304 $ | +196.460 $ | +17,3 % | 1.134.844 $ | -9.093 $ | -0,8 % | 1.143.937 $ | +507.929 $ | +79,9 % |
| Worth Asset Management, LLC | 928.810 $ | +267.392 $ | +40,4 % | 661.418 $ | -667.733 $ | -50,2 % | 1.329.151 $ | |||||
| Abacus Planning Group, Inc. | 1.328.959 $ | +426.067 $ | +47,2 % | 902.892 $ | -246.293 $ | -21,4 % | 1.149.185 $ | +371.118 $ | +47,7 % | |||
| Fiduciary Alliance LLC | 1.027.546 $ | -297.091 $ | -22,4 % | 1.324.637 $ | +425.108 $ | +47,3 % | 899.529 $ | +220.550 $ | +32,5 % | 678.979 $ | +49.831 $ | +7,9 % |
| Fusion Capital, LLC | 1.281.761 $ | +48.113 $ | +3,9 % | 1.233.648 $ | -90.443 $ | -6,8 % | 1.324.091 $ | -62.444 $ | -4,5 % | |||
| TENET WEALTH PARTNERS, LLC | 1.122.945 $ | -192.176 $ | -14,6 % | 1.315.121 $ | ||||||||
| Independent Wealth Network Inc. | 612.660 $ | -93.752 $ | -13,3 % | 706.412 $ | -3.966 $ | -0,6 % | 710.378 $ | -603.524 $ | -45,9 % | 1.313.902 $ | +32.045 $ | +2,5 % |
| Yardley Wealth Management LLC | 1.303.688 $ | +17.532 $ | +1,4 % | 1.286.156 $ | -26.812 $ | -2,0 % | 1.312.968 $ | +6.535 $ | +0,5 % | |||
| Godshalk Welsh Capital Management, Inc. | 1.221.487 $ | -4.546 $ | -0,4 % | 1.226.033 $ | -86.065 $ | -6,6 % | 1.312.098 $ | +111.423 $ | +9,3 % | |||
| Core Wealth Advisors, Inc. | 1.261.893 $ | +495 $ | +0,0 % | 1.261.398 $ | -50.618 $ | -3,9 % | 1.312.016 $ | -4.644 $ | -0,4 % | |||
| Bank of Marin | 1.217.049 $ | -70.440 $ | -5,5 % | 1.287.489 $ | -23.433 $ | -1,8 % | 1.310.922 $ | +5.806 $ | +0,4 % | |||
| Maltin Wealth Management, Inc. | 1.308.262 $ | +69.994 $ | +5,7 % | 1.238.268 $ | +30.563 $ | +2,5 % | 1.207.705 $ | -99.897 $ | -7,6 % | 1.307.602 $ | +88.376 $ | +7,2 % |
| Wealth Advisors Northwest LLC | 1.306.835 $ | +151.568 $ | +13,1 % | 1.155.267 $ | -56.151 $ | -4,6 % | 1.211.418 $ | -50.463 $ | -4,0 % | |||
| S.A. Mason LLC | 1.273.254 $ | -25.876 $ | -2,0 % | 1.299.130 $ | +7.242 $ | +0,6 % | 1.291.888 $ | +12.673 $ | +1,0 % | 1.279.215 $ | -334.040 $ | -20,7 % |
| Independence Bank of Kentucky | 1.293.351 $ | +16.917 $ | +1,3 % | 1.276.434 $ | -13.551 $ | -1,1 % | 1.289.985 $ | -36.801 $ | -2,8 % | |||
| ROGCO, LP | 1.293.212 $ | +23.826 $ | +1,9 % | 1.269.386 $ | +39.076 $ | +3,2 % | 1.230.310 $ | +72.457 $ | +6,3 % | |||
| BLB&B Advisors, LLC | 1.293.124 $ | +9.546 $ | +0,7 % | 1.283.578 $ | +402.833 $ | +45,7 % | 880.745 $ | +327.367 $ | +59,2 % | |||
| WOODWARD DIVERSIFIED CAPITAL, LLC | 973.453 $ | +201.008 $ | +26,0 % | 772.445 $ | -520.535 $ | -40,3 % | 1.292.980 $ | +699.683 $ | +117,9 % | 593.297 $ | -281.086 $ | -32,1 % |
| Strive Financial Group ,LLC | 1.101.464 $ | -190.536 $ | -14,7 % | 1.292.000 $ | +41.088 $ | +3,3 % | 1.250.912 $ | |||||
| Sprinkle Financial Consultants LLC | 1.265.567 $ | -24.228 $ | -1,9 % | 1.289.795 $ | +174.446 $ | +15,6 % | 1.115.349 $ | +44.202 $ | +4,1 % | 1.071.147 $ | +40.854 $ | +4,0 % |
| Vavra Capital Management, LLC | 1.288.823 $ | +155.907 $ | +13,8 % | 1.132.916 $ | +342.948 $ | +43,4 % | 789.968 $ | +91.932 $ | +13,2 % | 698.036 $ | ||
| PROTECTIVE LIFE CORP | 628.448 $ | -655.316 $ | -51,0 % | 1.283.764 $ | ||||||||
| Flagship Private Wealth, LLC | 1.282.636 $ | +77.645 $ | +6,4 % | 1.204.991 $ | +314.158 $ | +35,3 % | 890.833 $ | -165.652 $ | -15,7 % | |||
| Outbound Financial Inc | 1.282.352 $ | |||||||||||
| Gibbs Wealth Management | 1.099.362 $ | -140.314 $ | -11,3 % | 1.239.676 $ | -41.979 $ | -3,3 % | 1.281.655 $ | +368.806 $ | +40,4 % | 912.849 $ | +24.190 $ | +2,7 % |
| Pacific Point Advisors, LLC | 1.269.947 $ | -3.634 $ | -0,3 % | 1.273.581 $ | -7.754 $ | -0,6 % | 1.281.335 $ | -3.635 $ | -0,3 % | |||
| KPP Advisory Services LLC | 1.120.965 $ | +21.669 $ | +2,0 % | 1.099.296 $ | -176.054 $ | -13,8 % | 1.275.350 $ | -99.795 $ | -7,3 % | |||
| Integras Partners LLC | 1.273.261 $ | +355.632 $ | +38,8 % | 917.629 $ | +62.894 $ | +7,4 % | 854.735 $ | -24.705 $ | -2,8 % | |||
| Cyr Financial Inc. | 1.273.230 $ | +8.976 $ | +0,7 % | 1.264.254 $ | +96.347 $ | +8,2 % | 1.167.907 $ | +97.751 $ | +9,1 % | 1.070.156 $ | +45.266 $ | +4,4 % |
| Capstone Wealth Management, LLC | 1.272.774 $ | +106.769 $ | +9,2 % | 1.166.005 $ | +111.953 $ | +10,6 % | 1.054.052 $ | +237.928 $ | +29,2 % | |||
| Octavia Wealth Advisors, LLC | 793.814 $ | -408.837 $ | -34,0 % | 1.202.651 $ | -69.148 $ | -5,4 % | 1.271.799 $ | -49.496 $ | -3,7 % | |||
| Alliance Wealth Advisors, LLC /UT | 1.269.714 $ | +389.445 $ | +44,2 % | 880.269 $ | +669.866 $ | +318,4 % | 210.403 $ | |||||
| Elm3 Financial Group, LLC | 1.266.046 $ | +649.329 $ | +105,3 % | 616.717 $ | +291.414 $ | +89,6 % | 325.303 $ | +124.475 $ | +62,0 % | 200.828 $ | ||
| SWP FINANCIAL LLC | 1.050.814 $ | -212.641 $ | -16,8 % | 1.263.455 $ | +323.759 $ | +34,5 % | 939.696 $ | +33.872 $ | +3,7 % | |||
| Carolina Wealth Management Inc | 1.262.892 $ | |||||||||||
| Fermata Advisors, LLC | 1.261.731 $ | |||||||||||
| Long Run Wealth Advisors, LLC | 1.258.526 $ | +54.397 $ | +4,5 % | |||||||||
| SFE Investment Counsel | 1.257.628 $ | +1.029.639 $ | +451,6 % | |||||||||
| HCR Wealth Advisors | 1.129.213 $ | -75.520 $ | -6,3 % | 1.204.733 $ | -49.655 $ | -4,0 % | 1.254.388 $ | +26.985 $ | +2,2 % | 1.227.403 $ | -77.380 $ | -5,9 % |
| Ackerman Asset Management, LLC | 1.035.271 $ | -216.157 $ | -17,3 % | 1.251.428 $ | +645.884 $ | +106,7 % | 605.544 $ | -6.501 $ | -1,1 % | |||
| Guidance Point Advisors, LLC | 1.196.763 $ | -53.330 $ | -4,3 % | 1.250.093 $ | +636.291 $ | +103,7 % | 613.802 $ | +286.632 $ | +87,6 % | 327.170 $ | ||
| Strathmore Capital Advisors, Inc. | 1.246.375 $ | +67.942 $ | +5,8 % | 1.178.433 $ | +749.196 $ | +174,5 % | 429.237 $ | +224.701 $ | +109,9 % | |||
| Saiph Capital, LLC | 1.181.080 $ | -40.663 $ | -3,3 % | 1.221.743 $ | -23.340 $ | -1,9 % | 1.245.083 $ | +6.797 $ | +0,5 % | |||
| Wick Capital Partners, LLC | 1.237.668 $ | +192.466 $ | +18,4 % | 1.045.202 $ | +49.181 $ | +4,9 % | 996.021 $ | -1.115 $ | -0,1 % | |||
| Gallacher Capital Management LLC | 1.016.028 $ | -143.183 $ | -12,4 % | 1.159.211 $ | -69.744 $ | -5,7 % | 1.228.955 $ | +413.499 $ | +50,7 % | |||
| Westview Management dba Westview Investment Advisors | 1.034.126 $ | -185.342 $ | -15,2 % | 1.219.468 $ | -7.425 $ | -0,6 % | 1.226.893 $ | |||||
| GENESIS PRIVATE WEALTH, LLC | 846.670 $ | +229.812 $ | +37,3 % | 616.858 $ | -609.534 $ | -49,7 % | 1.226.392 $ | +320.728 $ | +35,4 % | |||
| Weaver Capital Management LLC | 1.152.642 $ | -57.575 $ | -4,8 % | 1.210.217 $ | +0 $ | +0,0 % | 1.210.217 $ | -10.945 $ | -0,9 % | 1.221.162 $ | +7.069 $ | +0,6 % |
| 3 FACTOR INDEXING, LLC | 1.219.218 $ | +276.545 $ | +29,3 % | 942.673 $ | +241.324 $ | +34,4 % | 701.349 $ | |||||
| KING LUTHER CAPITAL MANAGEMENT CORP | 1.218.340 $ | +18.561 $ | +1,5 % | 1.199.779 $ | +608.052 $ | +102,8 % | 591.727 $ | -1.679 $ | -0,3 % | |||
| Tradewinds Capital Management, LLC | 1.217.818 $ | +11.336 $ | +0,9 % | 1.206.482 $ | +25.048 $ | +2,1 % | 1.181.434 $ | +13.295 $ | +1,1 % | |||
| McCartney Wealth Management LLC | 1.213.711 $ | +18.286 $ | +1,5 % | 1.195.425 $ | +27.887 $ | +2,4 % | 1.167.538 $ | |||||
| North Forty Two & Co. | 513.689 $ | -33.128 $ | -6,1 % | 546.817 $ | -555.126 $ | -50,4 % | 1.101.943 $ | -106.365 $ | -8,8 % | 1.208.308 $ | +60.239 $ | +5,2 % |
| Alta Wealth Advisors LLC | 1.207.445 $ | +435.975 $ | +56,5 % | 771.470 $ | +19.610 $ | +2,6 % | 751.860 $ | +172.463 $ | +29,8 % | |||
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 1.204.796 $ | +73.103 $ | +6,5 % | 1.131.693 $ | ||||||||
| BLALOCK WILLIAMS, LLC | 1.188.058 $ | +34.827 $ | +3,0 % | 1.153.231 $ | -51.331 $ | -4,3 % | 1.204.562 $ | +51.479 $ | +4,5 % | |||
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | 640.108 $ | -79.769 $ | -11,1 % | 719.877 $ | -458.227 $ | -38,9 % | 1.178.104 $ | -23.615 $ | -2,0 % | 1.201.719 $ | +19.582 $ | +1,7 % |
| CONTINUUM WEALTH ADVISORS, LLC | 1.200.489 $ | -31.813 $ | -2,6 % | |||||||||
| Presidio Capital Management, LLC | 1.198.363 $ | +94.329 $ | +8,5 % | 1.104.034 $ | -5.791 $ | -0,5 % | 1.109.825 $ | -152.738 $ | -12,1 % | |||
| Truepoint, Inc. | 1.118.798 $ | +2.355 $ | +0,2 % | 1.116.443 $ | -81.216 $ | -6,8 % | 1.197.659 $ | +78.967 $ | +7,1 % | |||
| Haven Private, LLC | 1.196.196 $ | +58.799 $ | +5,2 % | 1.137.397 $ | -10.287 $ | -0,9 % | 1.147.684 $ | -27.966 $ | -2,4 % | |||
| Arnold Financial Planning LLC | 1.158.299 $ | -37.734 $ | -3,2 % | 1.196.033 $ | +83.033 $ | +7,5 % | 1.113.000 $ | -1.567 $ | -0,1 % | 1.114.567 $ | ||
| FLC Capital Advisors | 1.193.658 $ | +282.105 $ | +30,9 % | 911.553 $ | +391.495 $ | +75,3 % | 520.058 $ | +255.856 $ | +96,8 % | |||
| KANAWHA CAPITAL MANAGEMENT LLC | 796.473 $ | -240.117 $ | -23,2 % | 1.036.590 $ | -41.438 $ | -3,8 % | 1.078.028 $ | -115.605 $ | -9,7 % | 1.193.633 $ | -13.589 $ | -1,1 % |
| CURTIS WEALTH MANAGEMENT LLC | 1.187.694 $ | -5.857 $ | -0,5 % | 1.193.551 $ | +211.046 $ | +21,5 % | 982.505 $ | |||||
| GROUP ONE TRADING LLC | 1.192.494 $ | +140.138 $ | +13,3 % | 1.052.356 $ | ||||||||
| Cornerstone Financial Group, LLC /NE/ | 1.191.950 $ | +23.997 $ | +2,1 % | 1.167.953 $ | -1.658 $ | -0,1 % | 1.169.611 $ | +197.292 $ | +20,3 % | |||
| Bowman & Co S.C. | 1.187.910 $ | -55.922 $ | -4,5 % | |||||||||
| SeaCrest Wealth Management, LLC | 794.322 $ | -51.367 $ | -6,1 % | 845.689 $ | -340.862 $ | -28,7 % | 1.186.551 $ | +310.895 $ | +35,5 % | 875.656 $ | +6.594 $ | +0,8 % |
| Wakefield Asset Management LLLP | 909.067 $ | -276.098 $ | -23,3 % | 1.185.165 $ | +140.521 $ | +13,5 % | 1.044.644 $ | +18.612 $ | +1,8 % | |||
| Bond & Devick Financial Network, Inc. | 1.182.529 $ | +52.562 $ | +4,7 % | 1.129.967 $ | +49.227 $ | +4,6 % | 1.080.740 $ | +120.094 $ | +12,5 % | |||
| Portfolio Design Labs, LLC | 1.182.427 $ | +387.808 $ | +48,8 % | 794.619 $ | -40.678 $ | -4,9 % | 835.297 $ | -4.503 $ | -0,5 % | |||
| Ritter Daniher Financial Advisory LLC / DE | 1.182.307 $ | +1.671 $ | +0,1 % | 1.180.636 $ | +146.897 $ | +14,2 % | 1.033.739 $ | +257.105 $ | +33,1 % | |||
| Innovative Wealth Building LLC | 1.097.326 $ | -37.342 $ | -3,3 % | 1.134.668 $ | -45.655 $ | -3,9 % | 1.180.323 $ | +5.495 $ | +0,5 % | 1.174.828 $ | -78.428 $ | -6,3 % |
| Marshall Financial Group, LLC | 858.044 $ | -89.135 $ | -9,4 % | 947.179 $ | -231.871 $ | -19,7 % | 1.179.050 $ | -158.507 $ | -11,9 % | |||
| Independent Solutions Wealth Management, LLC | 909.523 $ | -268.977 $ | -22,8 % | 1.178.500 $ | +902.308 $ | +326,7 % | 276.192 $ | -2.878 $ | -1,0 % | |||
| WEALTHSPAN PARTNERS, LLC | 1.178.419 $ | +281.566 $ | +31,4 % | 896.853 $ | +56.494 $ | +6,7 % | 840.359 $ | +83.166 $ | +11,0 % | |||
| Shira Ridge Wealth Management | 718.430 $ | -456.548 $ | -38,9 % | 1.174.978 $ | +11.650 $ | +1,0 % | 1.163.328 $ | +76.016 $ | +7,0 % | 1.087.312 $ | +64.513 $ | +6,3 % |
| Blake Schutter Theil Wealth Advisors, LLC | 1.070.040 $ | -84.766 $ | -7,3 % | 1.154.806 $ | -20.084 $ | -1,7 % | 1.174.890 $ | -653 $ | -0,1 % | |||
| Eddie Patel Inc | 1.172.159 $ | |||||||||||
| LVW Advisors, LLC | 831.520 $ | -61.411 $ | -6,9 % | 892.931 $ | -278.520 $ | -23,8 % | 1.171.451 $ | +549.386 $ | +88,3 % | 622.065 $ | ||
| B.O.S.S. Retirement Advisors, LLC | 1.171.085 $ | -184.184 $ | -13,6 % | |||||||||
| Southland Equity Partners LLC | 1.136.335 $ | -34.294 $ | -2,9 % | 1.170.629 $ | +107.154 $ | +10,1 % | 1.063.475 $ | -28.724 $ | -2,6 % | 1.092.199 $ | -104.684 $ | -8,7 % |
| Hexagon Capital Partners LLC | 1.153.441 $ | -15.049 $ | -1,3 % | 1.168.490 $ | +596.063 $ | +104,1 % | 572.427 $ | -8.160 $ | -1,4 % | |||
| Founders Financial Alliance, LLC | 1.167.766 $ | +911.287 $ | +355,3 % | 256.479 $ | +143.599 $ | +127,2 % | 112.880 $ | -68.346 $ | -37,7 % | |||
| BANK OF HAWAII | 854.398 $ | -25.985 $ | -3,0 % | 880.383 $ | -287.306 $ | -24,6 % | 1.167.689 $ | +217.039 $ | +22,8 % | |||
| SFG Wealth Management, LLC. | 439.088 $ | -728.182 $ | -62,4 % | 1.167.270 $ | -132.404 $ | -10,2 % | ||||||
| Investment Advisory Services Group LLC | 1.161.327 $ | +265.617 $ | +29,7 % | 895.710 $ | +24.719 $ | +2,8 % | 870.991 $ | |||||
| Argo Wealth Advisory, LLC | 1.160.352 $ | +27.984 $ | +2,5 % | 1.132.368 $ | +226.298 $ | +25,0 % | 906.070 $ | |||||
| Sage Capital Management, LLC | 1.059.433 $ | -11.131 $ | -1,0 % | 1.070.564 $ | -8.619 $ | -0,8 % | 1.079.183 $ | -78.496 $ | -6,8 % | 1.157.679 $ | -1.107 $ | -0,1 % |
| Stonebridge Capital Advisors LLC | 1.154.225 $ | +15.766 $ | +1,4 % | 1.138.459 $ | +81.498 $ | +7,7 % | 1.056.961 $ | -315.774 $ | -23,0 % | |||
| OARSMAN CAPITAL, INC. | 1.124.199 $ | -17.763 $ | -1,6 % | 1.141.962 $ | -10.327 $ | -0,9 % | 1.152.289 $ | +4.220 $ | +0,4 % | |||
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1.151.211 $ | +159.451 $ | +16,1 % | 991.760 $ | ||||||||
| MainStreet Investment Advisors LLC | 1.096.971 $ | -1.469 $ | -0,1 % | 1.098.440 $ | -51.386 $ | -4,5 % | 1.149.826 $ | +86.523 $ | +8,1 % | |||
| Peak Planning Group, LLC | 1.134.224 $ | -15.393 $ | -1,3 % | 1.149.617 $ | +32.599 $ | +2,9 % | 1.117.018 $ | +514.862 $ | +85,5 % | |||
| Affiance Financial, LLC | 908.023 $ | -111.461 $ | -10,9 % | 1.019.484 $ | +13.925 $ | +1,4 % | 1.005.559 $ | -143.089 $ | -12,5 % | 1.148.648 $ | +7.075 $ | +0,6 % |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 484.673 $ | -25.984 $ | -5,1 % | 510.657 $ | -456.460 $ | -47,2 % | 967.117 $ | -179.330 $ | -15,6 % | 1.146.447 $ | ||
| YARGER WEALTH STRATEGIES, LLC | 308.428 $ | -158.916 $ | -34,0 % | 467.344 $ | -678.232 $ | -59,2 % | 1.145.576 $ | -149.033 $ | -11,5 % | |||
| New World Advisors LLC | 259.718 $ | +54.612 $ | +26,6 % | 205.106 $ | -940.296 $ | -82,1 % | 1.145.402 $ | -667.861 $ | -36,8 % | |||
| Stone Summit Wealth LLC | 1.143.807 $ | +392.512 $ | +52,2 % | 751.295 $ | -86.865 $ | -10,4 % | 838.160 $ | -18.613 $ | -2,2 % | 856.773 $ | -265.905 $ | -23,7 % |
| Inscription Capital, LLC | 1.139.822 $ | +42.652 $ | +3,9 % | 1.097.170 $ | -34.201 $ | -3,0 % | 1.131.371 $ | -157.195 $ | -12,2 % | |||
| MILLINGTON SECURITIES, LLC | 1.138.112 $ | |||||||||||
| ISLAY CAPITAL MANAGEMENT, LLC | 1.137.375 $ | +384.250 $ | +51,0 % | 753.125 $ | +738.468 $ | +5.038,3 % | 14.657 $ | |||||
| HERITAGE INVESTORS MANAGEMENT CORP | 1.137.000 $ | +631.000 $ | +124,7 % | 506.000 $ | +272.000 $ | +116,2 % | 234.000 $ | +15.000 $ | +6,8 % | |||
| N.E.W. Advisory Services LLC | 1.134.431 $ | +41.802 $ | +3,8 % | 1.092.629 $ | +34.380 $ | +3,2 % | 1.058.249 $ | +186.168 $ | +21,3 % | |||
| Argyle Capital Partners, LLC | 1.134.402 $ | +231.010 $ | +25,6 % | 903.392 $ | -9.532 $ | -1,0 % | 912.924 $ | -206.680 $ | -18,5 % | |||
| Code Waechter LLC | 1.017.413 $ | +13.897 $ | +1,4 % | 1.003.516 $ | -129.574 $ | -11,4 % | 1.133.090 $ | +122.011 $ | +12,1 % | |||
| One Degree Advisors Inc | 1.132.000 $ | +89.000 $ | +8,5 % | 1.043.000 $ | +106.000 $ | +11,3 % | 937.000 $ | +163.000 $ | +21,1 % | |||
| ZENITH SOLUTIONS, INC. | 1.129.506 $ | +115.143 $ | +11,4 % | 1.014.363 $ | ||||||||
| TUDOR INVESTMENT CORP ET AL | 842.698 $ | -283.978 $ | -25,2 % | 1.126.676 $ | ||||||||
| AMERICAN CAPITAL MANAGEMENT INC | 1.126.605 $ | |||||||||||
| Farmers & Merchants Trust Co of Long Beach | 1.053.408 $ | -72.710 $ | -6,5 % | 1.126.118 $ | +363.524 $ | +47,7 % | 762.594 $ | -7.725 $ | -1,0 % | 770.319 $ | +183.435 $ | +31,3 % |
| Old North State Wealth Management, LLC | 994.400 $ | -130.259 $ | -11,6 % | 1.124.659 $ | +224.521 $ | +24,9 % | 900.138 $ | -81.527 $ | -8,3 % | 981.665 $ | +189.878 $ | +24,0 % |
| Crews Bank & Trust | 1.069.638 $ | -36.552 $ | -3,3 % | 1.106.190 $ | -13.635 $ | -1,2 % | 1.119.825 $ | +18.277 $ | +1,7 % | |||
| MFA Wealth Services | 1.068.012 $ | -49.038 $ | -4,4 % | 1.117.050 $ | +13.574 $ | +1,2 % | 1.103.476 $ | -6.766 $ | -0,6 % | 1.110.242 $ | +14.613 $ | +1,3 % |
| Sankala Group LLC | 1.116.063 $ | +278.925 $ | +33,3 % | 837.138 $ | -74.392 $ | -8,2 % | 911.530 $ | |||||
| ARROW FINANCIAL CORP | 1.116.019 $ | +15.243 $ | +1,4 % | 1.100.776 $ | +12.217 $ | +1,1 % | 1.088.559 $ | +6.301 $ | +0,6 % | |||
| DUTCH ASSET Corp | 778.470 $ | -336.515 $ | -30,2 % | 1.114.985 $ | +7.289 $ | +0,7 % | 1.107.696 $ | +265.696 $ | +31,6 % | 842.000 $ | ||
| Balance Wealth Partners LLC | 1.081.889 $ | +87.014 $ | +8,7 % | 994.875 $ | -114.773 $ | -10,3 % | 1.109.648 $ | +51.403 $ | +4,9 % | |||
| Private Advisory Group LLC | 1.096.755 $ | -10.390 $ | -0,9 % | 1.107.145 $ | ||||||||
| Vanguard National Trust Co | 1.033.434 $ | -73.192 $ | -6,6 % | 1.106.626 $ | ||||||||
| Peak Retirement Planning, Inc. | 1.028.950 $ | -75.638 $ | -6,8 % | 1.104.588 $ | +221.066 $ | +25,0 % | 883.522 $ | +476.077 $ | +116,8 % | |||
| Hidden Cove Wealth Management, LLC | 315.637 $ | -85.866 $ | -21,4 % | 401.503 $ | +32.354 $ | +8,8 % | 369.149 $ | -734.053 $ | -66,5 % | 1.103.202 $ | -189.443 $ | -14,7 % |
| MEMBERS WEALTH LLC | 617.955 $ | -484.639 $ | -44,0 % | 1.102.594 $ | +304.436 $ | +38,1 % | 798.158 $ | +124.709 $ | +18,5 % | 673.449 $ | +248.467 $ | +58,5 % |
| Parkside Financial Bank & Trust | 1.101.363 $ | +284.096 $ | +34,8 % | 817.267 $ | -9.523 $ | -1,2 % | 826.790 $ | -72.757 $ | -8,1 % | |||
| Emergent Wealth Advisors, LLC | 1.077.363 $ | -21.831 $ | -2,0 % | 1.099.194 $ | +72.995 $ | +7,1 % | 1.026.199 $ | +754.126 $ | +277,2 % | 272.073 $ | +1.989 $ | +0,7 % |
| Clear Point Advisors Inc. | 1.072.118 $ | -26.237 $ | -2,4 % | 1.098.355 $ | -212.518 $ | -16,2 % | ||||||
| First International Bank of Israel Ltd. | 1.098.042 $ | +278.560 $ | +34,0 % | 819.482 $ | +36.759 $ | +4,7 % | ||||||
| Occidental Asset Management, LLC | 1.093.705 $ | +135.019 $ | +14,1 % | 958.686 $ | +488.045 $ | +103,7 % | 470.641 $ | +268.949 $ | +133,3 % | |||
| Curi Capital, LLC | 801.871 $ | -173.539 $ | -17,8 % | 975.410 $ | -117.952 $ | -10,8 % | 1.093.362 $ | +271.561 $ | +33,0 % | |||
| Key Capital Management, INC | 258.418 $ | +96.867 $ | +60,0 % | 161.551 $ | -929.338 $ | -85,2 % | 1.090.889 $ | |||||
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1.090.455 $ | +163.352 $ | +17,6 % | 927.103 $ | +95.085 $ | +11,4 % | 832.018 $ | +36.801 $ | +4,6 % | |||
| CarsonAllaria Wealth Management, Ltd. | 1.086.793 $ | +164.408 $ | +17,8 % | 922.385 $ | +35.292 $ | +4,0 % | 887.093 $ | +30.123 $ | +3,5 % | |||
| 4J Wealth Management LLC | 1.028.604 $ | -57.614 $ | -5,3 % | 1.086.218 $ | +933 $ | +0,1 % | 1.085.285 $ | -97.841 $ | -8,3 % | |||
| Carr Financial Group Corp | 1.083.411 $ | +21.911 $ | +2,1 % | 1.061.500 $ | -9.600 $ | -0,9 % | 1.071.100 $ | +6.200 $ | +0,6 % | |||
| ACT WEALTH MANAGEMENT, LLC | 1.083.186 $ | +58.574 $ | +5,7 % | 1.024.612 $ | +91.467 $ | +9,8 % | 933.145 $ | +231.682 $ | +33,0 % | 701.463 $ | +477.302 $ | +212,9 % |
| Triumph Capital Management | 1.079.680 $ | +127.938 $ | +13,4 % | 951.742 $ | +151.384 $ | +18,9 % | 800.358 $ | +495.557 $ | +162,6 % | 304.801 $ | ||
| CRUX WEALTH ADVISORS | 1.077.891 $ | +45.221 $ | +4,4 % | 1.032.670 $ | +338.848 $ | +48,8 % | 693.822 $ | +47.817 $ | +7,4 % | |||
| Journey Beyond Wealth, LLC | 1.076.200 $ | +14.700 $ | +1,4 % | 1.061.500 $ | -9.600 $ | -0,9 % | 1.071.100 $ | +6.200 $ | +0,6 % | |||
| Prudent Man Advisors, LLC | 385.066 $ | -690.012 $ | -64,2 % | 1.075.078 $ | -1.268.557 $ | -54,1 % | ||||||
| Montecito Bank & Trust | 1.009.763 $ | -65.312 $ | -6,1 % | 1.075.075 $ | +44.360 $ | +4,3 % | 1.030.715 $ | +381.628 $ | +58,8 % | 649.087 $ | +3.758 $ | +0,6 % |
| Itau Unibanco Holding S.A. | 203.018 $ | -871.977 $ | -81,1 % | 1.074.995 $ | +223.610 $ | +26,3 % | 851.385 $ | +227.314 $ | +36,4 % | |||
| Guardian Asset Advisors, LLC | 1.073.353 $ | +863.479 $ | +411,4 % | 209.874 $ | -372.137 $ | -63,9 % | 582.011 $ | +143.563 $ | +32,7 % | 438.448 $ | +3.732 $ | +0,9 % |
| Sowa Financial Group, Inc. | 1.064.000 $ | -7.000 $ | -0,7 % | 1.071.000 $ | ||||||||
| BURKE & HERBERT BANK & TRUST CO | 1.068.116 $ | +57.703 $ | +5,7 % | 1.010.413 $ | +12.356 $ | +1,2 % | 998.057 $ | -1.307.687 $ | -56,7 % | |||
| American Institute for Advanced Investment Management, LLP | 1.067.174 $ | +41.887 $ | +4,1 % | 1.025.287 $ | +42.878 $ | +4,4 % | 982.409 $ | -2.785 $ | -0,3 % | |||
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | 1.067.080 $ | +483.079 $ | +82,7 % | 584.001 $ | +229 $ | +0,0 % | 583.772 $ | +458 $ | +0,1 % | 583.314 $ | -20.255 $ | -3,4 % |
| Jackson Hole Capital Partners, LLC | 1.057.019 $ | +10.363 $ | +1,0 % | 1.046.656 $ | -2.356 $ | -0,2 % | ||||||
| CacheTech Inc. | 870.988 $ | -183.839 $ | -17,4 % | 1.054.827 $ | +411.946 $ | +64,1 % | 642.881 $ | -94.747 $ | -12,8 % | |||
| McLaughlin Asset Management, Inc. | 1.054.388 $ | +96.277 $ | +10,0 % | 958.111 $ | +19.565 $ | +2,1 % | 938.546 $ | |||||
| Centric Wealth Management | 1.041.644 $ | +0 $ | +0,0 % | 1.041.644 $ | -12.422 $ | -1,2 % | 1.054.066 $ | -4.495 $ | -0,4 % | |||
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 1.046.312 $ | -6.370 $ | -0,6 % | 1.052.682 $ | -2.986 $ | -0,3 % | ||||||
| Stelac Advisory Services LLC | 1.044.507 $ | -2.118 $ | -0,2 % | 1.046.625 $ | +944.985 $ | +929,7 % | 101.640 $ | -1.060.300 $ | -91,3 % | |||
| Downshift Financial, LLC | 714.557 $ | -328.414 $ | -31,5 % | 1.042.971 $ | +3.910 $ | +0,4 % | 1.039.061 $ | +371.593 $ | +55,7 % | 667.468 $ | ||
| VERITY Wealth Advisors | 546.951 $ | +134.285 $ | +32,5 % | 412.666 $ | -625.845 $ | -60,3 % | 1.038.511 $ | +201.298 $ | +24,0 % | |||
| Investments & Financial Planning, LLC | 1.037.650 $ | +76.916 $ | +8,0 % | 960.734 $ | +9.664 $ | +1,0 % | 951.070 $ | +51.291 $ | +5,7 % | |||
| THOMPSON DAVIS & CO., INC. | 1.035.351 $ | +406 $ | +0,0 % | 1.034.945 $ | +812 $ | +0,1 % | 1.034.133 $ | -2.030 $ | -0,2 % | |||
| Roan Capital Partners | 930.727 $ | -103.609 $ | -10,0 % | 1.034.336 $ | +213.372 $ | +26,0 % | 820.964 $ | |||||
| Split Rock Private Trading & Wealth Management, LLC | 801.945 $ | +37.152 $ | +4,9 % | 764.793 $ | -52.891 $ | -6,5 % | 817.684 $ | -214.481 $ | -20,8 % | 1.032.165 $ | ||
| Fonville Wealth Management LLC | 983.494 $ | +2.449 $ | +0,2 % | 981.045 $ | -48.797 $ | -4,7 % | 1.029.842 $ | -795 $ | -0,1 % | |||
| Unison Advisors LLC | 1.028.515 $ | +6.198 $ | +0,6 % | 1.022.317 $ | +10.029 $ | +1,0 % | 1.012.288 $ | +3.820 $ | +0,4 % | |||
| CARLSON FINANCIAL, INC. | 1.027.670 $ | +948 $ | +0,1 % | 1.026.722 $ | +16.522 $ | +1,6 % | 1.010.200 $ | |||||
| WIN ADVISORS, INC | 1.025.623 $ | |||||||||||
| Entelevest, LLC | 1.025.101 $ | +184.792 $ | +22,0 % | 840.309 $ | -19.893 $ | -2,3 % | 860.202 $ | |||||
| Eaton Financial Holdings Company, LLC | 1.019.173 $ | +270.961 $ | +36,2 % | 748.212 $ | +422.174 $ | +129,5 % | 326.038 $ | +1.900 $ | +0,6 % | |||
| SBI Securities Co., Ltd. | 1.017.624 $ | +185.408 $ | +22,3 % | 832.216 $ | -31.843 $ | -3,7 % | 864.059 $ | +199.245 $ | +30,0 % | 664.814 $ | +38.716 $ | +6,2 % |
| CHILTON INVESTMENT CO INC. | 1.017.545 $ | |||||||||||
| ZEGA Investments, LLC | 1.017.278 $ | +27.917 $ | +2,8 % | 989.361 $ | ||||||||
| STANSBERRY ASSET MANAGEMENT, LLC | 1.017.009 $ | |||||||||||
| Key FInancial Inc | 761.785 $ | -253.491 $ | -25,0 % | 1.015.276 $ | +513.859 $ | +102,5 % | 501.417 $ | -43.490 $ | -8,0 % | |||
| Integrity Investment Advisors, LLC | 201.251 $ | -813.181 $ | -80,2 % | 1.014.432 $ | +1.848 $ | +0,2 % | 1.012.584 $ | +704.963 $ | +229,2 % | |||
| Wagner Wealth Management, Corp | 394.189 $ | -417.343 $ | -51,4 % | 811.532 $ | -201.729 $ | -19,9 % | 1.013.261 $ | +6.044 $ | +0,6 % | 1.007.217 $ | ||
| Kuhn & Co Investment Counsel | 1.011.891 $ | +33.686 $ | +3,4 % | 978.205 $ | +146.151 $ | +17,6 % | 832.054 $ | +148.220 $ | +21,7 % | |||
| EVERETT HARRIS & CO /CA/ | 1.011.600 $ | -3.400 $ | -0,3 % | |||||||||
| Tidemark, LLC | 1.000.301 $ | +590.478 $ | +144,1 % | 409.823 $ | +88.013 $ | +27,3 % | 321.810 $ | -13.129 $ | -3,9 % | |||
| Stillwater Private Wealth, LLC | 212.000 $ | -787.000 $ | -78,8 % | 999.000 $ | ||||||||
| AVAII WEALTH MANAGEMENT, LLC | 912.307 $ | -79.457 $ | -8,0 % | 991.764 $ | -6.893 $ | -0,7 % | 998.657 $ | +81.934 $ | +8,9 % | 916.723 $ | -83.408 $ | -8,3 % |
| NEW WAVE WEALTH ADVISORS LLC | 993.812 $ | |||||||||||
| Stark Wealth Management LLC | 993.432 $ | |||||||||||
| Delos Wealth Advisors, LLC | 678.222 $ | -313.538 $ | -31,6 % | 991.760 $ | +756.283 $ | +321,2 % | 235.477 $ | +942 $ | +0,4 % | |||
| Red Wave Investments LLC | 962.006 $ | -818 $ | -0,1 % | 962.824 $ | -28.454 $ | -2,9 % | 991.278 $ | -9.351 $ | -0,9 % | |||
| Financial Freedom, LLC | 345.328 $ | -16.303 $ | -4,5 % | 361.631 $ | -627.901 $ | -63,5 % | 989.532 $ | -69.601 $ | -6,6 % | |||
| Obermeyer Wealth Partners | 926.551 $ | -24.307 $ | -2,6 % | 950.858 $ | -37.784 $ | -3,8 % | 988.642 $ | +10.656 $ | +1,1 % | 977.986 $ | +85.181 $ | +9,5 % |
| ASSOCIATED BANC-CORP | 986.660 $ | +658.869 $ | +201,0 % | 327.791 $ | ||||||||
| LRI Investments, LLC | 985.158 $ | +92.343 $ | +10,3 % | 892.815 $ | +842.787 $ | +1.684,6 % | 50.028 $ | +19.841 $ | +65,7 % | |||
| Texas Yale Capital Corp. | 984.907 $ | +5.410 $ | +0,6 % | 979.497 $ | +76.644 $ | +8,5 % | 902.853 $ | -3.035 $ | -0,3 % | |||
| Asset Dedication, LLC | 980.989 $ | +12.262 $ | +1,3 % | 968.727 $ | +405.128 $ | +71,9 % | 563.599 $ | +6.378 $ | +1,1 % | |||
| IBEX WEALTH ADVISORS | 978.080 $ | +10.345 $ | +1,1 % | 967.735 $ | +15.747 $ | +1,7 % | ||||||
| Meramec Financial Planners, LLC | 952.033 $ | -23.453 $ | -2,4 % | 975.486 $ | +28.262 $ | +3,0 % | 947.224 $ | |||||
| OPTIMA CAPITAL LLC | 973.349 $ | +177.197 $ | +22,3 % | 796.152 $ | -3.707 $ | -0,5 % | 799.859 $ | +153.652 $ | +23,8 % | |||
| LM Advisors LLC | 973.000 $ | +956.128 $ | +5.667,0 % | 16.872 $ | -896.128 $ | -98,2 % | ||||||
| BDFS Capital LLC | 523.343 $ | -449.151 $ | -46,2 % | 972.494 $ | +175.837 $ | +22,1 % | 796.657 $ | +190.086 $ | +31,3 % | 606.571 $ | ||
| WNY Asset Management, LLC | 970.770 $ | +645 $ | +0,1 % | 970.125 $ | +17.421 $ | +1,8 % | ||||||
| Pathway Financial Advisors LLC | 767.450 $ | -48.583 $ | -6,0 % | 816.033 $ | -144.760 $ | -15,1 % | 960.793 $ | -6.943 $ | -0,7 % | 967.736 $ | +4.828 $ | +0,5 % |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 965.087 $ | +379.988 $ | +64,9 % | 585.099 $ | -126.433 $ | -17,8 % | 711.532 $ | +4.119 $ | +0,6 % | |||
| WELLINGTON-ALTUS USA INC. | 176.304 $ | -786.070 $ | -81,7 % | 962.374 $ | +785.790 $ | +445,0 % | 176.584 $ | |||||
| SmartHarvest Portfolios, LLC | 960.544 $ | +138.342 $ | +16,8 % | 822.202 $ | +43.776 $ | +5,6 % | 778.426 $ | |||||
| Seascape Capital Management | 959.000 $ | +8.000 $ | +0,8 % | 951.000 $ | -8.000 $ | -0,8 % | 959.000 $ | +20.000 $ | +2,1 % | |||
| American Financial Advisors, LLC | 855.902 $ | -46.418 $ | -5,1 % | 902.320 $ | -52.620 $ | -5,5 % | 954.940 $ | -34.387 $ | -3,5 % | |||
| Compagnie Lombard Odier SCmA | 705.752 $ | -247.476 $ | -26,0 % | 953.228 $ | +179.595 $ | +23,2 % | 773.633 $ | -2.196 $ | -0,3 % | |||
| HORIZON FINANCIAL SERVICES, LLC | 953.199 $ | +76.381 $ | +8,7 % | 876.818 $ | +336.586 $ | +62,3 % | 540.232 $ | +17.628 $ | +3,4 % | |||
| Atlanta Consulting Group Advisors, LLC | 948.634 $ | +160.576 $ | +20,4 % | 788.058 $ | +261.206 $ | +49,6 % | 526.852 $ | +197.836 $ | +60,1 % | |||
| Fairvoy Private Wealth, LLC | 948.458 $ | +339.863 $ | +55,8 % | 608.595 $ | +107.878 $ | +21,5 % | 500.717 $ | +49.865 $ | +11,1 % | 450.852 $ | +44.691 $ | +11,0 % |
| Vestment Financial LLC | 947.512 $ | +341 $ | +0,0 % | 947.171 $ | +23.317 $ | +2,5 % | 923.854 $ | +42.292 $ | +4,8 % | 881.562 $ | +34.149 $ | +4,0 % |
| VISTA INVESTMENT PARTNERS II, LLC | 905.470 $ | -41.968 $ | -4,4 % | 947.438 $ | ||||||||
| DENALI ADVISORS LLC | 395.511 $ | -2.241 $ | -0,6 % | 397.752 $ | -546.984 $ | -57,9 % | 944.736 $ | +541.316 $ | +134,2 % | |||
| Stirlingshire Investments, Inc. | 942.618 $ | +47.876 $ | +5,4 % | 894.742 $ | +12.090 $ | +1,4 % | 882.652 $ | |||||
| INSTRUMENTAL WEALTH, LLC | 899.167 $ | -38.973 $ | -4,2 % | 938.140 $ | +164.033 $ | +21,2 % | 774.107 $ | -18.610 $ | -2,3 % | 792.717 $ | -514.006 $ | -39,3 % |
| Dunhill Financial, LLC | 698.156 $ | -238.205 $ | -25,4 % | 936.361 $ | +707.259 $ | +308,7 % | 229.102 $ | +76.654 $ | +50,3 % | |||
| Cascade Wealth Advisors, Inc | 655.343 $ | -276.523 $ | -29,7 % | 931.866 $ | +73.727 $ | +8,6 % | 858.139 $ | -221.802 $ | -20,5 % | |||
| REGATTA CAPITAL GROUP, LLC | 931.084 $ | +260.869 $ | +38,9 % | 670.215 $ | -1.493 $ | -0,2 % | 671.708 $ | -302.071 $ | -31,0 % | |||
| Legacy Advisory Services, LLC | 928.758 $ | |||||||||||
| TRITONPOINT WEALTH, LLC | 830.031 $ | -94.855 $ | -10,3 % | 924.886 $ | +426.299 $ | +85,5 % | 498.587 $ | -1.681.746 $ | -77,1 % | |||
| MARSHALL WACE, LLP | 918.065 $ | |||||||||||
| Eagle Bay Advisors LLC | 622.461 $ | -54.926 $ | -8,1 % | 677.387 $ | -240.643 $ | -26,2 % | 918.030 $ | +568.847 $ | +162,9 % | 349.183 $ | -214.042 $ | -38,0 % |
| Schuylkill Financial LLC | 902.124 $ | -15.082 $ | -1,6 % | 917.206 $ | ||||||||
| Kohmann Bosshard Financial Services, LLC | 206.144 $ | -657.512 $ | -76,1 % | 863.656 $ | -53.455 $ | -5,8 % | 917.111 $ | +711.249 $ | +345,5 % | |||
| Verum Partners LLC | 286.499 $ | -345.780 $ | -54,7 % | 632.279 $ | -279.001 $ | -30,6 % | 911.280 $ | -22.605 $ | -2,4 % | |||
| Archer Investment Corp | 907.480 $ | +469.387 $ | +107,1 % | 438.093 $ | -5.195 $ | -1,2 % | 443.288 $ | -32.487 $ | -6,8 % | |||
| QUANTIFY CHAOS ADVISORS, LLC | 904.184 $ | +608.037 $ | +205,3 % | 296.147 $ | ||||||||
| IFS Advisors, LLC | 901.147 $ | |||||||||||
| Kelly Financial Services LLC | 673.977 $ | +300.230 $ | +80,3 % | 373.747 $ | -32.534 $ | -8,0 % | 406.281 $ | -492.532 $ | -54,8 % | 898.813 $ | +58.917 $ | +7,0 % |
| Wealth Advisors of Iowa, LLC | 895.329 $ | +13.054 $ | +1,5 % | 882.275 $ | -7.430 $ | -0,8 % | 889.705 $ | +6.235 $ | +0,7 % | |||
| RICHARDS, MERRILL & PETERSON, INC. | 856.844 $ | -38.467 $ | -4,3 % | 895.311 $ | +79.039 $ | +9,7 % | 816.272 $ | +8.944 $ | +1,1 % | 807.328 $ | ||
| Concord Wealth Partners | 893.008 $ | +304.174 $ | +51,7 % | 588.834 $ | -51.025 $ | -8,0 % | 639.859 $ | +3.588 $ | +0,6 % | |||
| Eaton-Cambridge Inc. | 891.174 $ | +140.735 $ | +18,8 % | 750.439 $ | +28.588 $ | +4,0 % | 721.851 $ | +23.049 $ | +3,3 % | |||
| Stonekeep Investments, LLC | 863.379 $ | -19.621 $ | -2,2 % | 883.000 $ | -2.794 $ | -0,3 % | 885.794 $ | -5.206 $ | -0,6 % | 891.000 $ | -2.715 $ | -0,3 % |
| Seelaus Asset Management LLC | 502.487 $ | -36.682 $ | -6,8 % | 539.169 $ | -351.157 $ | -39,4 % | 890.326 $ | +543.909 $ | +157,0 % | 346.417 $ | -983 $ | -0,3 % |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 718.995 $ | -33.378 $ | -4,4 % | 752.373 $ | -94.838 $ | -11,2 % | 847.211 $ | -39.951 $ | -4,5 % | 887.162 $ | +14.213 $ | +1,6 % |
| Bonfire Financial | 885.878 $ | +3.492 $ | +0,4 % | 882.386 $ | +168.701 $ | +23,6 % | 713.685 $ | +23.798 $ | +3,4 % | |||
| Camarda Financial Advisors, LLC | 883.779 $ | -1.493 $ | -0,2 % | 885.272 $ | +2.326 $ | +0,3 % | 882.946 $ | +1.800 $ | +0,2 % | |||
| Old Mission Investment Co LLC | 831.042 $ | -53.594 $ | -6,1 % | 884.636 $ | +12.083 $ | +1,4 % | 872.553 $ | |||||
| Fischer Financial Services, Inc. | 883.043 $ | +14.413 $ | +1,7 % | 868.630 $ | +18.413 $ | +2,2 % | 850.217 $ | +54.060 $ | +6,8 % | |||
| CENTAURUS FINANCIAL, INC. | 880.000 $ | +253.000 $ | +40,4 % | 627.000 $ | +380.000 $ | +153,8 % | 247.000 $ | +0 $ | +0,0 % | |||
| BOURGEON CAPITAL MANAGEMENT LLC | 878.476 $ | +331.956 $ | +60,7 % | 546.520 $ | +26.398 $ | +5,1 % | 520.122 $ | -178.822 $ | -25,6 % | 698.944 $ | +36.222 $ | +5,5 % |
| Integrated Capital Management, LLC | 724.953 $ | -152.675 $ | -17,4 % | 877.628 $ | +134.641 $ | +18,1 % | 742.987 $ | +4.723 $ | +0,6 % | |||
| REDW Wealth LLC | 791.982 $ | -84.250 $ | -9,6 % | 876.232 $ | +50.615 $ | +6,1 % | 825.617 $ | +74.162 $ | +9,9 % | |||
| Fjell Capital, LLC | 873.795 $ | |||||||||||
| Adams Wealth Management | 870.988 $ | +172.188 $ | +24,6 % | 698.800 $ | +55.919 $ | +8,7 % | 642.881 $ | -94.747 $ | -12,8 % | |||
| Tanager Wealth Management LLP | 851.424 $ | -14.193 $ | -1,6 % | 865.617 $ | +98.457 $ | +12,8 % | 767.160 $ | -53.283 $ | -6,5 % | 820.443 $ | +195.723 $ | +31,3 % |
| Compass Wealth Management, LLC/GA | 865.361 $ | +15.486 $ | +1,8 % | 849.875 $ | -5.237 $ | -0,6 % | 855.112 $ | -2.379 $ | -0,3 % | |||
| Oath Planning, LLC | 865.047 $ | +30.975 $ | +3,7 % | 834.072 $ | -856 $ | -0,1 % | 834.928 $ | -9.704 $ | -1,1 % | 844.632 $ | ||
| American Trust | 629.206 $ | +8.911 $ | +1,4 % | 620.295 $ | -243.717 $ | -28,2 % | 864.012 $ | -222.444 $ | -20,5 % | |||
| ANCHYRA PARTNERS LLC | 792.927 $ | -70.939 $ | -8,2 % | 863.866 $ | ||||||||
| ALLSTREET CAPITAL ADVISORS LLC | 861.825 $ | +59.920 $ | +7,5 % | 801.905 $ | +307.897 $ | +62,3 % | 494.008 $ | |||||
| Operose Advisors LLC | 860.965 $ | +57.360 $ | +7,1 % | 803.605 $ | +43.869 $ | +5,8 % | 759.736 $ | +279.923 $ | +58,3 % | |||
| FIDELITY D & D BANCORP INC | 860.960 $ | +11.760 $ | +1,4 % | 849.200 $ | -7.680 $ | -0,9 % | 856.880 $ | +4.960 $ | +0,6 % | |||
| Legacy Wealth Partners, LLC | 639.356 $ | +94.153 $ | +17,3 % | 545.203 $ | -314.612 $ | -36,6 % | 859.815 $ | +194.984 $ | +29,3 % | 664.831 $ | ||
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 859.357 $ | +10.030 $ | +1,2 % | 849.327 $ | +3.138 $ | +0,4 % | 846.189 $ | |||||
| Riverstone Advisors, LLC | 858.529 $ | +238.950 $ | +38,6 % | 619.579 $ | ||||||||
| Quartz Partners, LLC | 858.182 $ | +505.386 $ | +143,3 % | 352.796 $ | ||||||||
| Emerald Advisors, LLC | 201.775 $ | -67.241 $ | -25,0 % | 269.016 $ | -393.427 $ | -59,4 % | 662.443 $ | -195.729 $ | -22,8 % | 858.172 $ | -129.802 $ | -13,1 % |
| GAINLINE FINANCIAL PARTNERS, LLC | 811.827 $ | -45.334 $ | -5,3 % | 857.161 $ | ||||||||
| SHAYNE & JACOBS, LLC | 842.319 $ | -13.700 $ | -1,6 % | 856.019 $ | +3.186 $ | +0,4 % | 852.833 $ | +5.606 $ | +0,7 % | 847.227 $ | -13.412 $ | -1,6 % |
| G2 CAPITAL MANAGEMENT, LLC / OH | 855.044 $ | +222.498 $ | +35,2 % | 632.546 $ | +179.416 $ | +39,6 % | 453.130 $ | +36.601 $ | +8,8 % | |||
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 852.931 $ | -2.039 $ | -0,2 % | 854.970 $ | +88.426 $ | +11,5 % | 766.544 $ | -289.351 $ | -27,4 % | |||
| 17 CAPITAL PARTNERS, LLC | 854.864 $ | +154.515 $ | +22,1 % | 700.349 $ | +121.420 $ | +21,0 % | 578.929 $ | |||||
| Phoenix Financial Ltd. | 854.702 $ | +34.871 $ | +4,3 % | 819.831 $ | +26.737 $ | +3,4 % | 793.094 $ | -625.776 $ | -44,1 % | |||
| Fourth Dimension Wealth, LLC | 717.908 $ | -108.647 $ | -13,1 % | 826.555 $ | -26.077 $ | -3,1 % | 852.632 $ | +40.868 $ | +5,0 % | |||
| Pillar Financial Advisors, LLC | 833.677 $ | -17.955 $ | -2,1 % | 851.632 $ | +36.114 $ | +4,4 % | 815.518 $ | +6.955 $ | +0,9 % | 808.563 $ | -95.277 $ | -10,5 % |
| Range Advisory, LLC | 796.388 $ | -55.177 $ | -6,5 % | 851.565 $ | +452.028 $ | +113,1 % | 399.537 $ | |||||
| CHATHAM CAPITAL GROUP, INC. | 799.701 $ | -51.573 $ | -6,1 % | 851.274 $ | +11.627 $ | +1,4 % | 839.647 $ | -7.593 $ | -0,9 % | 847.240 $ | +4.904 $ | +0,6 % |
| PRINCIPAL FINANCIAL GROUP INC | 841.696 $ | -7.292 $ | -0,9 % | 848.988 $ | +524.231 $ | +161,4 % | 324.757 $ | -1.506.983 $ | -82,3 % | |||
| BankPlus Wealth Management LLC | 795.350 $ | -52.846 $ | -6,2 % | 848.196 $ | +9.701 $ | +1,2 % | 838.495 $ | +117.966 $ | +16,4 % | 720.529 $ | +136.568 $ | +23,4 % |
| FIL Ltd | 736.361 $ | -101.971 $ | -12,2 % | 838.332 $ | -5.104 $ | -0,6 % | 843.436 $ | |||||
| PARTHENON LLC | 839.130 $ | +10.456 $ | +1,3 % | 828.674 $ | ||||||||
| rebel Financial LLC | 814.422 $ | -23.396 $ | -2,8 % | 837.818 $ | -68.586 $ | -7,6 % | ||||||
| Infinity Wealth Counsel, LLC | 837.735 $ | +99.037 $ | +13,4 % | 738.698 $ | +126.645 $ | +20,7 % | 612.053 $ | +57.516 $ | +10,4 % | 554.537 $ | +77.457 $ | +16,2 % |
| Great Diamond Partners, LLC | 804.926 $ | -27.869 $ | -3,3 % | 832.795 $ | +9.811 $ | +1,2 % | 822.984 $ | -12.520 $ | -1,5 % | 835.504 $ | -32.650 $ | -3,8 % |
| WULFF, HANSEN & CO. | 743.960 $ | -57.843 $ | -7,2 % | 801.803 $ | -33.437 $ | -4,0 % | 835.240 $ | -57.520 $ | -6,4 % | |||
| Tactive Advisors, LLC | 833.341 $ | +150.501 $ | +22,0 % | 682.840 $ | +129.459 $ | +23,4 % | 553.381 $ | +271.686 $ | +96,4 % | 281.695 $ | -27.791 $ | -9,0 % |
| KDT Advisors, LLC | 824.147 $ | -2.359 $ | -0,3 % | 826.506 $ | -5.032 $ | -0,6 % | 831.538 $ | -2.359 $ | -0,3 % | |||
| Chris Bulman Inc | 783.806 $ | -47.577 $ | -5,7 % | 831.383 $ | ||||||||
| Cornerstone Advisory, LLC | 425.202 $ | -405.299 $ | -48,8 % | 830.501 $ | ||||||||
| WESCAP Management Group, Inc. | 828.500 $ | -656 $ | -0,1 % | 829.156 $ | +16.588 $ | +2,0 % | 812.568 $ | +17.315 $ | +2,2 % | |||
| Raleigh Capital Management Inc. | 369.444 $ | -455.859 $ | -55,2 % | 825.303 $ | +612.056 $ | +287,0 % | 213.247 $ | +185.110 $ | +657,9 % | |||
| Center For Asset Management LLC | 802.295 $ | -22.645 $ | -2,7 % | 824.940 $ | +50.519 $ | +6,5 % | 774.421 $ | -5.123 $ | -0,7 % | 779.544 $ | +42.576 $ | +5,8 % |
| LITTLE HOUSE CAPITAL LLC | 822.253 $ | +20.820 $ | +2,6 % | 801.433 $ | +223.979 $ | +38,8 % | 577.454 $ | -39.390 $ | -6,4 % | |||
| Andrew Hill Investment Advisors, Inc. | 772.102 $ | -50.009 $ | -6,1 % | 822.111 $ | ||||||||
| International Private Wealth Advisors LLC | 821.830 $ | +130.899 $ | +18,9 % | 690.931 $ | +130.075 $ | +23,2 % | 560.856 $ | +136.605 $ | +32,2 % | |||
| Barnes Wealth Management Group, Inc | 821.625 $ | +75.162 $ | +10,1 % | 746.463 $ | +199.051 $ | +36,4 % | 547.412 $ | +219.247 $ | +66,8 % | |||
| COGENT STRATEGIC WEALTH LLC | 820.820 $ | +57.147 $ | +7,5 % | 763.673 $ | +198.363 $ | +35,1 % | 565.310 $ | +74.788 $ | +15,2 % | 490.522 $ | ||
| HBK Sorce Advisory LLC | 816.946 $ | -25.751 $ | -3,1 % | |||||||||
| BHK Investment Advisors, LLC | 816.000 $ | +320 $ | +0,0 % | 815.680 $ | +640 $ | +0,1 % | 815.040 $ | +508.800 $ | +166,1 % | |||
| TECTONIC ADVISORS LLC | 212.801 $ | -602.649 $ | -73,9 % | 815.450 $ | +78.869 $ | +10,7 % | 736.581 $ | +91.536 $ | +14,2 % | |||
| Prostatis Group LLC | 692.521 $ | -35.400 $ | -4,9 % | 727.921 $ | -86.586 $ | -10,6 % | 814.507 $ | -6.357 $ | -0,8 % | |||
| WRAPMANAGER INC | 814.165 $ | |||||||||||
| VICTORY FINANCIAL GROUP, LLC | 712.875 $ | +72.047 $ | +11,2 % | 640.828 $ | -172.244 $ | -21,2 % | 813.072 $ | +161.886 $ | +24,9 % | |||
| WATERS PARKERSON & CO., LLC | 796.370 $ | +349 $ | +0,0 % | 796.021 $ | -13.572 $ | -1,7 % | 809.593 $ | -2.827 $ | -0,3 % | |||
| Planning Project LLC | 808.078 $ | |||||||||||
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 294.986 $ | -501.902 $ | -63,0 % | 796.888 $ | -8.001 $ | -1,0 % | 804.889 $ | -93.993 $ | -10,5 % | |||
| CONDOR CAPITAL MANAGEMENT | 803.643 $ | +12.284 $ | +1,6 % | 791.359 $ | +412.459 $ | +108,9 % | 378.900 $ | +4.111 $ | +1,1 % | |||
| KRM WEALTH MANAGEMENT L.L.C. | 803.392 $ | +26.306 $ | +3,4 % | 777.086 $ | -2.884 $ | -0,4 % | 779.970 $ | |||||
| Eagle Bluffs Wealth Management LLC | 664.561 $ | -71.981 $ | -9,8 % | 736.542 $ | -61.142 $ | -7,7 % | 797.684 $ | -5.645 $ | -0,7 % | 803.329 $ | -10.095 $ | -1,2 % |
| ROMANO BROTHERS AND COMPANY | 753.195 $ | -48.574 $ | -6,1 % | 801.769 $ | +9.253 $ | +1,2 % | 792.516 $ | -7.167 $ | -0,9 % | 799.683 $ | -187.053 $ | -19,0 % |
| Quadcap Wealth Management, LLC | 792.744 $ | -7.793 $ | -1,0 % | 800.537 $ | +30.735 $ | +4,0 % | 769.802 $ | -679.064 $ | -46,9 % | |||
| Clarion Wealth Managment Partners, LLC | 587.618 $ | -194.485 $ | -24,9 % | 782.103 $ | -18.266 $ | -2,3 % | 800.369 $ | +204.786 $ | +34,4 % | |||
| Storgate, LLC | 798.325 $ | |||||||||||
| BETO FINANCIAL GROUP, LLC | 796.285 $ | +91.496 $ | +13,0 % | 704.789 $ | +498.302 $ | +241,3 % | 206.487 $ | |||||
| AIRE ADVISORS, LLC | 780.018 $ | +711 $ | +0,1 % | 779.307 $ | -16.966 $ | -2,1 % | 796.273 $ | +23.295 $ | +3,0 % | 772.978 $ | +26.367 $ | +3,5 % |
| Caprock Group, LLC | 509.411 $ | +209.351 $ | +69,8 % | 300.060 $ | -495.634 $ | -62,3 % | 795.694 $ | +23.292 $ | +3,0 % | |||
| OLD NATIONAL BANCORP /IN/ | 483.661 $ | -31.192 $ | -6,1 % | 514.853 $ | -218.324 $ | -29,8 % | 733.177 $ | -60.186 $ | -7,6 % | 793.363 $ | -460.663 $ | -36,7 % |
| Avion Wealth | 726.000 $ | +108.000 $ | +17,5 % | 618.000 $ | -175.000 $ | -22,1 % | 793.000 $ | -23.000 $ | -2,8 % | |||
| Stephens Consulting, LLC | 792.447 $ | +4.659 $ | +0,6 % | |||||||||
| BANK HAPOALIM BM | 718.000 $ | -73.000 $ | -9,2 % | 791.000 $ | +84.000 $ | +11,9 % | 707.000 $ | -13.000 $ | -1,8 % | |||
| Mraz, Amerine & Associates, Inc. | 703.320 $ | -85.091 $ | -10,8 % | 788.411 $ | +7.734 $ | +1,0 % | 780.677 $ | -49.807 $ | -6,0 % | |||
| Gray Private Wealth, LLC | 689.091 $ | +9.413 $ | +1,4 % | 679.678 $ | -105.653 $ | -13,5 % | 785.331 $ | +4.546 $ | +0,6 % | |||
| BlueChip Wealth Advisors LLC | 781.916 $ | +125.121 $ | +19,1 % | 656.795 $ | +169.959 $ | +34,9 % | 486.836 $ | -151.461 $ | -23,7 % | |||
| Trilogy Capital Inc. | 764.975 $ | -16.269 $ | -2,1 % | 781.244 $ | +13.482 $ | +1,8 % | 767.762 $ | -3.192 $ | -0,4 % | 770.954 $ | -6.394 $ | -0,8 % |
| Cardinal Capital Management | 649.392 $ | -75.229 $ | -10,4 % | 724.621 $ | -51.691 $ | -6,7 % | 776.312 $ | -4.726 $ | -0,6 % | 781.038 $ | -32.443 $ | -4,0 % |
| EPIQ PARTNERS, LLC | 704.768 $ | -76.015 $ | -9,7 % | 780.783 $ | +186.874 $ | +31,5 % | 593.909 $ | +236.162 $ | +66,0 % | 357.747 $ | +144.767 $ | +68,0 % |
| MONECO ADVISORS, LLC | 778.868 $ | +91.980 $ | +13,4 % | 686.888 $ | +128.386 $ | +23,0 % | 558.502 $ | -184.409 $ | -24,8 % | |||
| Wise Wealth Partners | 768.609 $ | +15.436 $ | +2,0 % | 753.173 $ | -24.893 $ | -3,2 % | 778.066 $ | +3.625 $ | +0,5 % | |||
| Pinnacle Wealth Planning Services, Inc. | 777.736 $ | -73 $ | -0,0 % | 777.809 $ | +35.497 $ | +4,8 % | 742.312 $ | -289.910 $ | -28,1 % | |||
| LGL PARTNERS, LLC | 776.602 $ | +507.069 $ | +188,1 % | 269.533 $ | -2.030 $ | -0,7 % | 271.563 $ | -6.837 $ | -2,5 % | |||
| GDS Wealth Management | 774.845 $ | +294.913 $ | +61,4 % | 479.932 $ | ||||||||
| Hershey Financial Advisers, LLC | 579.052 $ | -195.522 $ | -25,2 % | 774.574 $ | +356.588 $ | +85,3 % | 417.986 $ | -133.122 $ | -24,2 % | |||
| MFA WEALTH ADVISORS, LLC | 500.312 $ | -62.047 $ | -11,0 % | 562.359 $ | -48.073 $ | -7,9 % | 610.432 $ | -159.977 $ | -20,8 % | 770.409 $ | -93.344 $ | -10,8 % |
| Mallini Complete Financial Planning LLC | 767.865 $ | -1.869 $ | -0,2 % | 769.734 $ | +5.239 $ | +0,7 % | 764.495 $ | +5.370 $ | +0,7 % | 759.125 $ | +3.662 $ | +0,5 % |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 739.302 $ | -15.391 $ | -2,0 % | 754.693 $ | -13.309 $ | -1,7 % | 768.002 $ | |||||
| Flaharty Asset Management, LLC | 763.962 $ | +10.229 $ | +1,4 % | 753.733 $ | +6.706 $ | +0,9 % | ||||||
| Family Office Research LLC | 558.527 $ | -1.359 $ | -0,2 % | 559.886 $ | +3.813 $ | +0,7 % | 556.073 $ | -207.570 $ | -27,2 % | 763.643 $ | -19.201 $ | -2,5 % |
| Emerald Investment Advisers, LLC | 762.566 $ | +73.977 $ | +10,7 % | 688.589 $ | ||||||||
| CONSCIOUS WEALTH INVESTMENTS, LLC | 761.982 $ | +142.292 $ | +23,0 % | 619.690 $ | +6.035 $ | +1,0 % | 613.655 $ | -4.892 $ | -0,8 % | |||
| Arete Wealth Advisors, LLC | 758.538 $ | -1.834.462 $ | -70,7 % | |||||||||
| CIBC WORLD MARKET INC. | 756.067 $ | +226.630 $ | +42,8 % | 529.437 $ | -3.117 $ | -0,6 % | 532.554 $ | +5.807 $ | +1,1 % | |||
| Commonwealth Financial Services, LLC | 389.009 $ | -118.390 $ | -23,3 % | 507.399 $ | -248.227 $ | -32,9 % | 755.626 $ | +15.824 $ | +2,1 % | 739.802 $ | +19.168 $ | +2,7 % |
| Clearbridge Investments, LLC | 753.450 $ | +4.200 $ | +0,6 % | 749.250 $ | +7.350 $ | +1,0 % | 741.900 $ | -17.550 $ | -2,3 % | |||
| TRED AVON FAMILY WEALTH, LLC | 753.108 $ | +499.806 $ | +197,3 % | |||||||||
| Estate Counselors, LLC | 752.697 $ | +3.946 $ | +0,5 % | 748.751 $ | ||||||||
| Summit Financial Wealth Advisors, LLC | 680.605 $ | -70.798 $ | -9,4 % | 751.403 $ | +10.264 $ | +1,4 % | 741.139 $ | -6.703 $ | -0,9 % | 747.842 $ | +5.027 $ | +0,7 % |
| Ransom Advisory, Ltd | 751.339 $ | |||||||||||
| Cassilly Financial Group LLC | 536.942 $ | -213.923 $ | -28,5 % | 750.865 $ | +176.063 $ | +30,6 % | 574.802 $ | +63.780 $ | +12,5 % | 511.022 $ | ||
| XML Financial, LLC | 433.172 $ | -21.589 $ | -4,7 % | 454.761 $ | -295.229 $ | -39,4 % | 749.990 $ | +298.693 $ | +66,2 % | |||
| CATALYST PRIVATE WEALTH, LLC | 743.995 $ | -4.394 $ | -0,6 % | 748.389 $ | +10.222 $ | +1,4 % | 738.167 $ | -6.676 $ | -0,9 % | 744.843 $ | +3.886 $ | +0,5 % |
| MEITAV INVESTMENT HOUSE LTD | 745.794 $ | |||||||||||
| Dana Investment Advisors, Inc. | 745.529 $ | +77.000 $ | +11,5 % | 668.529 $ | +165.006 $ | +32,8 % | 503.523 $ | +175.002 $ | +53,3 % | |||
| Nilsine Partners, LLC | 744.515 $ | +9.616 $ | +1,3 % | 734.899 $ | -3.303 $ | -0,4 % | 738.202 $ | -198.058 $ | -21,2 % | |||
| Alexis Investment Partners, LLC | 740.320 $ | -110.812 $ | -13,0 % | |||||||||
| Northstar Financial Companies, Inc. | 739.900 $ | +207.484 $ | +39,0 % | 532.416 $ | +19.041 $ | +3,7 % | 513.375 $ | +208.106 $ | +68,2 % | |||
| WPG Advisers, LLC | 599.741 $ | +28.544 $ | +5,0 % | 571.197 $ | -167.517 $ | -22,7 % | 738.714 $ | +58.982 $ | +8,7 % | |||
| AIFG Consultants Ltd. | 738.535 $ | +324.608 $ | +78,4 % | |||||||||
| CLG LLC | 629.589 $ | -108.787 $ | -14,7 % | 738.376 $ | +116.605 $ | +18,8 % | 621.771 $ | +1.117 $ | +0,2 % | 620.654 $ | +10.548 $ | +1,7 % |
| Ryan Investment Management, Inc. | 737.064 $ | |||||||||||
| Spectrum Planning & Advisory Services Inc. | 479.079 $ | +201.857 $ | +72,8 % | 277.222 $ | -457.620 $ | -62,3 % | 734.842 $ | +508.966 $ | +225,3 % | |||
| Advisors Asset Management, Inc. | 734.011 $ | +189.306 $ | +34,8 % | 544.705 $ | +228.656 $ | +72,3 % | 316.049 $ | +162.691 $ | +106,1 % | |||
| Pacific Center for Financial Services | 640.937 $ | -49.802 $ | -7,2 % | 690.739 $ | -547 $ | -0,1 % | 691.286 $ | -41.415 $ | -5,7 % | 732.701 $ | +0 $ | +0,0 % |
| Financial Sense Advisors, Inc. | 597.184 $ | +19.834 $ | +3,4 % | 577.350 $ | -153.569 $ | -21,0 % | 730.919 $ | +14.560 $ | +2,0 % | |||
| Provenance Wealth Advisors, LLC | 729.687 $ | +189.808 $ | +35,2 % | 539.879 $ | -4.882 $ | -0,9 % | 544.761 $ | +122.528 $ | +29,0 % | |||
| Rock Point Advisors, LLC | 571.247 $ | +10.457 $ | +1,9 % | 560.790 $ | -168.736 $ | -23,1 % | 729.526 $ | -9.089 $ | -1,2 % | |||
| Valtrion Capital Management, LLC | 721.772 $ | +15.902 $ | +2,3 % | 705.870 $ | -23.221 $ | -3,2 % | 729.091 $ | -2.720 $ | -0,4 % | |||
| Severin Investments, LLC | 727.675 $ | +29.806 $ | +4,3 % | 697.869 $ | ||||||||
| Climber Capital SA | 647.076 $ | -79.955 $ | -11,0 % | 727.031 $ | +8.636 $ | +1,2 % | 718.395 $ | -6.087 $ | -0,8 % | 724.482 $ | ||
| Cadia Private Client LLC | 726.928 $ | +40.396 $ | +5,9 % | 686.532 $ | -4.438 $ | -0,6 % | 690.970 $ | |||||
| Keenan, LLC | 726.680 $ | +34.733 $ | +5,0 % | 691.947 $ | -10.635 $ | -1,5 % | 702.582 $ | |||||
| FINANCIAL ADVISORY PARTNERS, LLC | 725.358 $ | +179.747 $ | +32,9 % | 545.611 $ | +254.807 $ | +87,6 % | 290.804 $ | |||||
| LAZARI CAPITAL MANAGEMENT, INC. | 724.239 $ | +28.129 $ | +4,0 % | 696.110 $ | -4.147 $ | -0,6 % | 700.257 $ | -17.801 $ | -2,5 % | 718.058 $ | -2.036 $ | -0,3 % |
| Clearstead Trust, LLC | 721.691 $ | -2.044 $ | -0,3 % | 723.735 $ | +457.252 $ | +171,6 % | 266.483 $ | -762 $ | -0,3 % | |||
| COZAD ASSET MANAGEMENT INC | 723.068 $ | +100.459 $ | +16,1 % | 622.609 $ | -38.561 $ | -5,8 % | 661.170 $ | -91.466 $ | -12,2 % | |||
| Wellspring Financial Advisors, LLC | 606.116 $ | +24.626 $ | +4,2 % | 581.490 $ | -140.135 $ | -19,4 % | 721.625 $ | +296.148 $ | +69,6 % | |||
| Columbia River Financial Group, LLC | 677.000 $ | -43.000 $ | -6,0 % | 720.000 $ | +46.000 $ | +6,8 % | 674.000 $ | +11.000 $ | +1,7 % | |||
| LYNX CAPITAL GROUP LTD /ADV | 718.868 $ | +6.676 $ | +0,9 % | 712.192 $ | +100.032 $ | +16,3 % | 612.160 $ | -1.669 $ | -0,3 % | |||
| SEARCY FINANCIAL SERVICES INC /ADV | 559.069 $ | -125.118 $ | -18,3 % | 684.187 $ | -28.911 $ | -4,1 % | 713.098 $ | +45.365 $ | +6,8 % | 667.733 $ | +202.426 $ | +43,5 % |
| Elevated Capital Advisors, LLC | 418.503 $ | -4.501 $ | -1,1 % | 423.004 $ | -288.107 $ | -40,5 % | 711.111 $ | +225.038 $ | +46,3 % | |||
| Quent Capital, LLC | 707.572 $ | +93.803 $ | +15,3 % | 613.769 $ | -19.461 $ | -3,1 % | 633.230 $ | +521.573 $ | +467,1 % | |||
| Peloton Wealth Strategists | 705.000 $ | +4.000 $ | +0,6 % | 701.000 $ | +73.000 $ | +11,6 % | 628.000 $ | +30.000 $ | +5,0 % | |||
| CSP Financial Group, LLC | 704.335 $ | +121.206 $ | +20,8 % | 583.129 $ | ||||||||
| SMITH, MOORE & CO. | 663.302 $ | +12.514 $ | +1,9 % | 650.788 $ | -53.385 $ | -7,6 % | 704.173 $ | -226.421 $ | -24,3 % | |||
| Wellington Shields & Co., LLC | 703.220 $ | +3.920 $ | +0,6 % | 699.300 $ | +6.860 $ | +1,0 % | 692.440 $ | -16.380 $ | -2,3 % | |||
| Atlas Wealth LLC | 702.980 $ | +44.799 $ | +6,8 % | 658.181 $ | +7.474 $ | +1,1 % | 650.707 $ | +187.037 $ | +40,3 % | |||
| Councilor Wealth, LLC | 517.751 $ | -50.433 $ | -8,9 % | 568.184 $ | -30.623 $ | -5,1 % | 598.807 $ | -103.846 $ | -14,8 % | 702.653 $ | +22.477 $ | +3,3 % |
| Northwest Capital Management Inc | 695.485 $ | +59.603 $ | +9,4 % | |||||||||
| Ceeto Capital Group, LLC | 693.000 $ | +3.000 $ | +0,4 % | 690.000 $ | -5.000 $ | -0,7 % | 695.000 $ | +0 $ | +0,0 % | |||
| ALTERNA WEALTH MANAGEMENT, INC | 694.795 $ | +28.910 $ | +4,3 % | 665.885 $ | +24.427 $ | +3,8 % | 641.458 $ | +201.608 $ | +45,8 % | |||
| Gryphon Financial Partners LLC | 692.895 $ | +42.943 $ | +6,6 % | 649.952 $ | +2.655 $ | +0,4 % | 647.297 $ | +3.849 $ | +0,6 % | |||
| Ridgeline Wealth, LLC | 692.754 $ | +397.516 $ | +134,6 % | 295.238 $ | +51.705 $ | +21,2 % | 243.533 $ | -194.800 $ | -44,4 % | 438.333 $ | +195.691 $ | +80,7 % |
| PKS Advisory Services, LLC | 468.413 $ | -217.848 $ | -31,7 % | 686.261 $ | +18.608 $ | +2,8 % | 667.653 $ | -23.680 $ | -3,4 % | |||
| Smith Partners Wealth Management, LLC | 505.187 $ | -84.370 $ | -14,3 % | 589.557 $ | -93.038 $ | -13,6 % | 682.595 $ | |||||
| Wynn Capital, LLC | 660.867 $ | -15.222 $ | -2,3 % | 676.089 $ | -1.935 $ | -0,3 % | 678.024 $ | -4.128 $ | -0,6 % | 682.152 $ | -1.935 $ | -0,3 % |
| J. R. Prunier Capital Management LLC | 681.110 $ | |||||||||||
| Selective Wealth Management, Inc. | 681.081 $ | +23.710 $ | +3,6 % | 657.371 $ | +136.236 $ | +26,1 % | 521.135 $ | |||||
| Coastal Bridge Advisors, LLC | 680.600 $ | +145.873 $ | +27,3 % | 534.727 $ | +92.465 $ | +20,9 % | 442.262 $ | +10.175 $ | +2,4 % | |||
| Hills Bank & Trust Co | 447.531 $ | -197.538 $ | -30,6 % | 645.069 $ | -33.393 $ | -4,9 % | 678.462 $ | +21.349 $ | +3,2 % | |||
| ARRIEN INVESTMENTS, INC. | 676.176 $ | +9.236 $ | +1,4 % | 666.940 $ | -6.032 $ | -0,9 % | 672.972 $ | +3.895 $ | +0,6 % | |||
| Pitcairn Wealth Advisors LLC | 499.895 $ | -174.160 $ | -25,8 % | 674.055 $ | +0 $ | +0,0 % | 674.055 $ | |||||
| Well Done, LLC | 670.698 $ | |||||||||||
| Sandhill Capital Partners LLC | 669.014 $ | |||||||||||
| SENTINEL PENSION ADVISORS, LLC | 666.445 $ | +446.875 $ | +203,5 % | |||||||||
| J. M. Brown & Associates Inc. | 664.306 $ | |||||||||||
| Shepherd Financial Partners LLC | 592.344 $ | -37.201 $ | -5,9 % | 629.545 $ | -32.925 $ | -5,0 % | 662.470 $ | -292.385 $ | -30,6 % | |||
| GreatBanc Trust CO | 618.543 $ | -16.382 $ | -2,6 % | 634.925 $ | -25.017 $ | -3,8 % | 659.942 $ | -1.872 $ | -0,3 % | |||
| Wiser Wealth Management, Inc | 657.115 $ | +14.239 $ | +2,2 % | 642.876 $ | +12.564 $ | +2,0 % | 630.312 $ | -3.627 $ | -0,6 % | |||
| Goodman Advisory Group, LLC | 366.877 $ | -284.037 $ | -43,6 % | 650.914 $ | -5.884 $ | -0,9 % | 656.798 $ | +250.540 $ | +61,7 % | |||
| Private Wealth Group, LLC | 656.155 $ | +46.265 $ | +7,6 % | 609.890 $ | +47.870 $ | +8,5 % | 562.020 $ | +6.176 $ | +1,1 % | 555.844 $ | -3.648 $ | -0,7 % |
| Advisors Capital Management, LLC | 624.101 $ | +95.705 $ | +18,1 % | 528.396 $ | -127.525 $ | -19,4 % | 655.921 $ | |||||
| Souders Financial Advisors | 626.280 $ | -28.405 $ | -4,3 % | 654.685 $ | +93.428 $ | +16,6 % | 561.257 $ | +39.424 $ | +7,6 % | |||
| Transamerica Financial Advisors, LLC | 653.020 $ | +306.889 $ | +88,7 % | 346.131 $ | -20.961 $ | -5,7 % | 367.092 $ | -4.041 $ | -1,1 % | |||
| Smith Thornton Advisors LLC | 559.589 $ | -91.967 $ | -14,1 % | 651.556 $ | +4.572 $ | +0,7 % | 646.984 $ | -5.851 $ | -0,9 % | 652.835 $ | +3.778 $ | +0,6 % |
| Oregon Pacific Wealth Management, LLC | 652.297 $ | +161.227 $ | +32,8 % | 491.070 $ | +6.708 $ | +1,4 % | 484.362 $ | -4.381 $ | -0,9 % | 488.743 $ | +208.994 $ | +74,7 % |
| BankPlus Trust Department | 632.379 $ | -1.810 $ | -0,3 % | 634.189 $ | -17.398 $ | -2,7 % | 651.587 $ | -55.038 $ | -7,8 % | |||
| Applied Capital LLC | 498.415 $ | -5.102 $ | -1,0 % | 503.517 $ | -147.852 $ | -22,7 % | 651.369 $ | +96.215 $ | +17,3 % | |||
| Beverly Hills Private Wealth, LLC | 280.302 $ | -370.867 $ | -57,0 % | 651.169 $ | +127.098 $ | +24,3 % | 524.071 $ | +159.442 $ | +43,7 % | |||
| QUARRY HILL ADVISORS, LLC | 650.726 $ | +38.030 $ | +6,2 % | 612.696 $ | +85.609 $ | +16,2 % | 527.087 $ | +16.831 $ | +3,3 % | |||
| Accel Wealth Management | 648.977 $ | +111.329 $ | +20,7 % | 537.648 $ | +193.046 $ | +56,0 % | ||||||
| Heritage Wealth Advisors | 581.578 $ | -67.211 $ | -10,4 % | 648.789 $ | +43.832 $ | +7,2 % | 604.957 $ | +602.476 $ | +24.283,6 % | |||
| GOLDEN ROAD ADVISORS LLC | 648.319 $ | +13.954 $ | +2,2 % | 634.365 $ | -2.482 $ | -0,4 % | 636.847 $ | -77.947 $ | -10,9 % | |||
| Harbour Wealth Management Group, Inc. | 647.949 $ | |||||||||||
| Sound Stewardship, LLC | 647.488 $ | |||||||||||
| Tulsa Wealth Advisors, INC | 644.946 $ | +208.703 $ | +47,8 % | 436.243 $ | ||||||||
| Everest Private Wealth | 644.267 $ | +3.730 $ | +0,6 % | |||||||||
| Coyle Financial Counsel LLC | 639.432 $ | +4.050 $ | +0,6 % | 635.382 $ | +17.952 $ | +2,9 % | 617.430 $ | -107.635 $ | -14,8 % | |||
| WealthCare Investment Partners, LLC | 633.803 $ | +2.524 $ | +0,4 % | 631.279 $ | -6.711 $ | -1,1 % | 637.990 $ | -22.198 $ | -3,4 % | |||
| SUCCESSION FINANCIAL, INC. | 599.119 $ | -38.637 $ | -6,1 % | 637.756 $ | ||||||||
| Hardin Capital Partners, LLC | 598.212 $ | -11.713 $ | -1,9 % | 609.925 $ | -15.351 $ | -2,5 % | 625.276 $ | -10.485 $ | -1,6 % | 635.761 $ | -2.439 $ | -0,4 % |
| Hiley Hunt Wealth Management | 601.789 $ | -33.752 $ | -5,3 % | 635.541 $ | +246.377 $ | +63,3 % | 389.164 $ | -6.628 $ | -1,7 % | 395.792 $ | +4.193 $ | +1,1 % |
| Semus Wealth Partners LLC | 630.201 $ | +2.257 $ | +0,4 % | 627.944 $ | +36.820 $ | +6,2 % | 591.124 $ | -1.734 $ | -0,3 % | 592.858 $ | -4.211 $ | -0,7 % |
| Proactive Wealth Strategies LLC | 629.529 $ | +912 $ | +0,1 % | 628.617 $ | +417.933 $ | +198,4 % | 210.684 $ | +3.176 $ | +1,5 % | |||
| TCFG Investment Advisors, LLC | 629.447 $ | +217.138 $ | +52,7 % | 412.309 $ | +21.736 $ | +5,6 % | 390.573 $ | |||||
| NORDEN GROUP LLC | 628.288 $ | +23.334 $ | +3,9 % | 604.954 $ | +367.546 $ | +154,8 % | 237.408 $ | +188 $ | +0,1 % | 237.220 $ | -798 $ | -0,3 % |
| Private Harbour Investment Management & Counsel, LLC | 626.368 $ | +7.238 $ | +1,2 % | 619.130 $ | +6.073 $ | +1,0 % | 613.057 $ | -13.236 $ | -2,1 % | |||
| True North Advisors, LLC | 626.095 $ | |||||||||||
| JIM SAULNIER & ASSOCIATES, LLC | 289.596 $ | -334.821 $ | -53,6 % | 624.417 $ | +2.327 $ | +0,4 % | ||||||
| Hoxton Planning & Management, LLC | 595.091 $ | -22.933 $ | -3,7 % | 618.024 $ | +42.024 $ | +7,3 % | 576.000 $ | -14.152 $ | -2,4 % | 590.152 $ | +6.634 $ | +1,1 % |
| Next Level Private LLC | 313.649 $ | -17.514 $ | -5,3 % | 331.163 $ | -284.587 $ | -46,2 % | 615.750 $ | +290.497 $ | +89,3 % | 325.253 $ | +4.528 $ | +1,4 % |
| Rather & Kittrell, Inc. | 614.771 $ | +82.593 $ | +15,5 % | 532.178 $ | -12.555 $ | -2,3 % | 544.733 $ | +18.718 $ | +3,6 % | |||
| GENTRY PRIVATE WEALTH, LLC | 611.993 $ | +67.574 $ | +12,4 % | 544.419 $ | -18.005 $ | -3,2 % | 562.424 $ | -52.517 $ | -8,5 % | |||
| Eastover Investment Advisors LLC | 595.547 $ | -13.635 $ | -2,2 % | 609.182 $ | +14.262 $ | +2,4 % | 594.920 $ | +22.665 $ | +4,0 % | 572.255 $ | -41.634 $ | -6,8 % |
| Pacific Excel Wealth Advisors, Inc. | 442.641 $ | -164.795 $ | -27,1 % | 607.436 $ | +124.166 $ | +25,7 % | 483.270 $ | |||||
| Roger Wittlin Investment Advisory, LLC | 431.945 $ | -4.883 $ | -1,1 % | 436.828 $ | -134.101 $ | -23,5 % | 570.929 $ | -36.224 $ | -6,0 % | 607.153 $ | -790.380 $ | -56,6 % |
| Meridian Financial Advisors, LLC | 581.806 $ | -25.082 $ | -4,1 % | 606.888 $ | +157.145 $ | +34,9 % | 449.743 $ | +146.145 $ | +48,1 % | 303.598 $ | +197 $ | +0,1 % |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 569.242 $ | -33.400 $ | -5,5 % | 602.642 $ | +4.109 $ | +0,7 % | 598.533 $ | +137 $ | +0,0 % | 598.396 $ | -3.049 $ | -0,5 % |
| Trace Wealth Advisors, LLC | 602.453 $ | +8.152 $ | +1,4 % | 594.301 $ | -6.271 $ | -1,0 % | 600.572 $ | +4.390 $ | +0,7 % | |||
| Oakworth Capital, Inc. | 596.310 $ | +93.982 $ | +18,7 % | 502.328 $ | -99.363 $ | -16,5 % | 601.691 $ | -336.503 $ | -35,9 % | |||
| PERRYMAN FINANCIAL ADVISORY INC /AD | 566.755 $ | -34.585 $ | -5,8 % | 601.340 $ | +235.407 $ | +64,3 % | 365.933 $ | +129.354 $ | +54,7 % | 236.579 $ | ||
| SENTINEL TRUST CO LBA | 260.000 $ | -200.000 $ | -43,5 % | 460.000 $ | -141.000 $ | -23,5 % | 601.000 $ | -65.000 $ | -9,8 % | |||
| Rock Creek Group LLC | 594.696 $ | -1.702 $ | -0,3 % | 596.398 $ | -3.631 $ | -0,6 % | 600.029 $ | -1.702 $ | -0,3 % | |||
| ADELL HARRIMAN & CARPENTER INC | 599.250 $ | +235 $ | +0,0 % | 599.015 $ | +470 $ | +0,1 % | 598.545 $ | -1.175 $ | -0,2 % | |||
| Kurv Investment Management LLC | 598.867 $ | +138.121 $ | +30,0 % | 460.746 $ | ||||||||
| ProCore Advisors, LLC | 566.778 $ | -29.922 $ | -5,0 % | 596.700 $ | +234 $ | +0,0 % | 596.466 $ | +300.505 $ | +101,5 % | 295.961 $ | ||
| Covestor Ltd | 594.000 $ | +63.000 $ | +11,9 % | 531.000 $ | +8.000 $ | +1,5 % | 523.000 $ | +55.000 $ | +11,8 % | |||
| FIRST UNITED BANK & TRUST | 593.858 $ | +52.987 $ | +9,8 % | 540.871 $ | +26.782 $ | +5,2 % | 514.089 $ | +112.254 $ | +27,9 % | 401.835 $ | -12.011 $ | -2,9 % |
| Uptown Financial Advisors LLC | 534.718 $ | -59.129 $ | -10,0 % | 593.847 $ | +8.111 $ | +1,4 % | 585.736 $ | -5.297 $ | -0,9 % | 591.033 $ | +3.421 $ | +0,6 % |
| Monument Capital Management | 587.492 $ | -5.817 $ | -1,0 % | 593.309 $ | ||||||||
| Strategic Family Wealth Counselors, L.L.C. | 222.553 $ | -364.101 $ | -62,1 % | 586.654 $ | -5.947 $ | -1,0 % | 592.601 $ | +4.131 $ | +0,7 % | |||
| Cadent Capital Advisors, LLC | 443.872 $ | -146.638 $ | -24,8 % | 590.510 $ | +12.685 $ | +2,2 % | 577.825 $ | -2.146 $ | -0,4 % | 579.971 $ | +9.451 $ | +1,7 % |
| Abel Hall, LLC | 565.737 $ | -24.330 $ | -4,1 % | 590.067 $ | +82.328 $ | +16,2 % | 507.739 $ | +19.367 $ | +4,0 % | 488.372 $ | -2.128 $ | -0,4 % |
| Keystone Financial Group, Inc. | 205 $ | -367.828 $ | -99,9 % | 368.033 $ | -142.134 $ | -27,9 % | 510.167 $ | -79.559 $ | -13,5 % | 589.726 $ | -10.233 $ | -1,7 % |
| tru Independence LLC | 572.617 $ | -17.029 $ | -2,9 % | 589.646 $ | +69.952 $ | +13,5 % | 519.694 $ | -55.534 $ | -9,7 % | 575.228 $ | -163.634 $ | -22,1 % |
| Daytona Street Capital LLC | 458.609 $ | -128.091 $ | -21,8 % | 586.700 $ | +97.999 $ | +20,1 % | 488.701 $ | +24.124 $ | +5,2 % | 464.577 $ | ||
| Tortuga Wealth Management, Inc | 333.966 $ | -252.166 $ | -43,0 % | 586.132 $ | +307.732 $ | +110,5 % | 278.400 $ | |||||
| Chesapeake Wealth Management | 584.914 $ | +42.488 $ | +7,8 % | 542.426 $ | +33.654 $ | +6,6 % | 508.772 $ | +16.256 $ | +3,3 % | |||
| VANGUARD GROUP INC | 584.875 $ | +90.707 $ | +18,4 % | |||||||||
| Lewis Asset Management, LLC | 419.699 $ | -164.714 $ | -28,2 % | 584.413 $ | +2.530 $ | +0,4 % | 581.883 $ | -383 $ | -0,1 % | 582.266 $ | -5.768 $ | -1,0 % |
| Financial Synergies Wealth Advisors, Inc. | 583.251 $ | +209.050 $ | +55,9 % | 374.201 $ | +59.862 $ | +19,0 % | 314.339 $ | +26.170 $ | +9,1 % | 288.169 $ | ||
| AMERIFLEX GROUP, INC. | 582.973 $ | +209.258 $ | +56,0 % | 373.715 $ | -384.118 $ | -50,7 % | ||||||
| High Net Worth Advisory Group LLC | 581.363 $ | +7.941 $ | +1,4 % | 573.422 $ | -5.186 $ | -0,9 % | 578.608 $ | +3.349 $ | +0,6 % | |||
| SILVERLAKE WEALTH MANAGEMENT LLC | 323.054 $ | -21.323 $ | -6,2 % | 344.377 $ | -236.009 $ | -40,7 % | 580.386 $ | |||||
| Solidarity Wealth, LLC | 580.244 $ | +104.306 $ | +21,9 % | 475.938 $ | ||||||||
| DAVIDSON TRUST CO | 544.929 $ | -35.143 $ | -6,1 % | 580.072 $ | +34.461 $ | +6,3 % | 545.611 $ | -7.291 $ | -1,3 % | 552.902 $ | +20.452 $ | +3,8 % |
| SAGE ADVISORS, LLC | 579.212 $ | |||||||||||
| Hyundai Investments Co., Ltd. | 578.938 $ | +353.459 $ | +156,8 % | 225.479 $ | -94.542 $ | -29,5 % | 320.021 $ | |||||
| Signature Resources Capital Management, LLC | 533.982 $ | -44.680 $ | -7,7 % | 578.662 $ | +56.974 $ | +10,9 % | 521.688 $ | -41.990 $ | -7,4 % | 563.678 $ | -9.549 $ | -1,7 % |
| Hilltop National Bank | 357.279 $ | -23.082 $ | -6,1 % | 380.361 $ | +3.851 $ | +1,0 % | 376.510 $ | -201.545 $ | -34,9 % | 578.055 $ | -3.289 $ | -0,6 % |
| V2 Financial group LLC | 577.964 $ | |||||||||||
| January Capital Advisors LLC | 577.956 $ | +6.627 $ | +1,2 % | 571.329 $ | ||||||||
| Anfield Capital Management, LLC | 577.439 $ | +538.561 $ | +1.385,3 % | 38.878 $ | +1.033 $ | +2,7 % | ||||||
| Gambit Capital Management, LLC | 356.760 $ | +5.403 $ | +1,5 % | 351.357 $ | -225.216 $ | -39,1 % | 576.573 $ | |||||
| Evercore Wealth Management, LLC | 575.998 $ | +22.298 $ | +4,0 % | 553.700 $ | -233 $ | -0,0 % | 553.933 $ | +89.701 $ | +19,3 % | |||
| EVOLUTION WEALTH MANAGEMENT INC. | 574.639 $ | +191.640 $ | +50,0 % | 382.999 $ | -56.443 $ | -12,8 % | 439.442 $ | +32.610 $ | +8,0 % | |||
| Prossimo Advisors, LLC | 573.021 $ | -453 $ | -0,1 % | 573.474 $ | +453 $ | +0,1 % | 573.021 $ | -1.926 $ | -0,3 % | |||
| Leading Edge Financial Planning LLC | 223.008 $ | -350.404 $ | -61,1 % | 573.412 $ | +271.196 $ | +89,7 % | 302.216 $ | -32.481 $ | -9,7 % | |||
| Marex Group Ltd | 573.225 $ | +169.679 $ | +42,0 % | 403.546 $ | +14.741 $ | +3,8 % | 388.805 $ | -1.450.431 $ | -78,9 % | |||
| KENNEDY INVESTMENT GROUP, INC. | 495.603 $ | -4.466 $ | -0,9 % | 500.069 $ | +204.140 $ | +69,0 % | 295.929 $ | -276.582 $ | -48,3 % | 572.511 $ | +215.649 $ | +60,4 % |
| Lakeshore Financial Planning, Inc. | 572.489 $ | +335.690 $ | +141,8 % | 236.799 $ | +1.386 $ | +0,6 % | 235.413 $ | -200.343 $ | -46,0 % | 435.756 $ | -16.373 $ | -3,6 % |
| Legacy Bridge, LLC | 565.892 $ | -3.939 $ | -0,7 % | 569.831 $ | -1.414 $ | -0,2 % | 571.245 $ | -4.285 $ | -0,7 % | |||
| SWMG, LLC | 571.113 $ | +107.237 $ | +23,1 % | 463.876 $ | -11.468 $ | -2,4 % | 475.344 $ | -15.315 $ | -3,1 % | |||
| Neumann Capital Management, LLC | 541.254 $ | -29.382 $ | -5,1 % | 570.636 $ | +7.722 $ | +1,4 % | 562.914 $ | +218.154 $ | +63,3 % | 344.760 $ | +2.520 $ | +0,7 % |
| Allegheny Financial Group | 569.170 $ | +262.846 $ | +85,8 % | 306.324 $ | -11.159 $ | -3,5 % | 317.483 $ | +43.534 $ | +15,9 % | |||
| TIEMANN INVESTMENT ADVISORS, LLC | 568.356 $ | +46.507 $ | +8,9 % | 521.849 $ | -3.434 $ | -0,7 % | 525.283 $ | +2.046 $ | +0,4 % | |||
| Noble Wealth Management PBC | 565.891 $ | +427.605 $ | +309,2 % | 138.286 $ | +103.308 $ | +295,4 % | 34.978 $ | -221.867 $ | -86,4 % | 256.845 $ | +154.640 $ | +151,3 % |
| Nautilus Advisors LLC | 564.898 $ | +118.547 $ | +26,6 % | 446.351 $ | -4.710 $ | -1,0 % | 451.061 $ | +3.297 $ | +0,7 % | |||
| Pinnacle Family Advisors, LLC | 562.937 $ | +168.222 $ | +42,6 % | 394.715 $ | +13.895 $ | +3,6 % | 380.820 $ | -1.571 $ | -0,4 % | |||
| PACIFIC FINANCIAL GROUP INC | 562.832 $ | +156.607 $ | +38,6 % | 406.225 $ | -34.400 $ | -7,8 % | 440.625 $ | +238.643 $ | +118,2 % | |||
| Dodds Wealth, LLC | 424.493 $ | -132.745 $ | -23,8 % | 557.238 $ | -3.250 $ | -0,6 % | 560.488 $ | -1.303 $ | -0,2 % | |||
| CANANDAIGUA NATIONAL BANK & TRUST CO | 548.453 $ | -11.215 $ | -2,0 % | 559.668 $ | +16.085 $ | +3,0 % | 543.583 $ | +6.546 $ | +1,2 % | |||
| First Affirmative Financial Network | 559.498 $ | +28.028 $ | +5,3 % | 531.470 $ | -115.760 $ | -17,9 % | ||||||
| Headlands Technologies LLC | 558.201 $ | |||||||||||
| BlackDiamond Wealth Management, LLC | 549.856 $ | +1.032 $ | +0,2 % | 548.824 $ | -8.580 $ | -1,5 % | 557.404 $ | -56.226 $ | -9,2 % | |||
| WealthTrak Capital Management LLC | 365.473 $ | +4.784 $ | +1,3 % | 360.689 $ | -195.989 $ | -35,2 % | 556.678 $ | -69.905 $ | -11,2 % | |||
| Northstar Group, Inc. | 556.430 $ | +3.116 $ | +0,6 % | 553.314 $ | +5.428 $ | +1,0 % | 547.886 $ | -12.158 $ | -2,2 % | |||
| Heirloom Wealth Management | 554.209 $ | |||||||||||
| Fi3 FINANCIAL ADVISORS, LLC | 554.100 $ | +340.695 $ | +159,6 % | |||||||||
| Fortitude Advisory Group L.L.C. | 553.019 $ | |||||||||||
| Value Investment Professionals, LLC | 546.240 $ | -6.176 $ | -1,1 % | 552.416 $ | +5.496 $ | +1,0 % | 546.920 $ | |||||
| GRANDFIELD & DODD, LLC | 550.476 $ | +7.519 $ | +1,4 % | 542.957 $ | -4.911 $ | -0,9 % | 547.868 $ | +3.172 $ | +0,6 % | |||
| Osprey Private Wealth LLC | 550.305 $ | |||||||||||
| Clare Market Investments LLC | 548.862 $ | +7.497 $ | +1,4 % | 541.365 $ | +328.385 $ | +154,2 % | ||||||
| Evolution Wealth Advisors, LLC | 291.004 $ | -257.155 $ | -46,9 % | 548.159 $ | +23.641 $ | +4,5 % | 524.518 $ | +3.036 $ | +0,6 % | |||
| Innovative Asset Advisors Group, LLC | 546.826 $ | +497.036 $ | +998,3 % | 49.790 $ | ||||||||
| 1492 Capital Management LLC | 544.068 $ | +15.998 $ | +3,0 % | 528.070 $ | +44.324 $ | +9,2 % | 483.746 $ | -1.372 $ | -0,3 % | |||
| Advance Capital Management, Inc. | 528.182 $ | +14.415 $ | +2,8 % | 513.767 $ | -30.095 $ | -5,5 % | 543.862 $ | +115.787 $ | +27,0 % | |||
| Trademark Financial Management, LLC | 529.474 $ | -12.983 $ | -2,4 % | 542.457 $ | +199.205 $ | +58,0 % | 343.252 $ | -79.812 $ | -18,9 % | |||
| Total Wealth Planning, LLC | 541.914 $ | -10.660.981 $ | -95,2 % | |||||||||
| Redmond Asset Management, LLC | 540.600 $ | +212 $ | +0,0 % | 540.388 $ | +424 $ | +0,1 % | 539.964 $ | -1.060 $ | -0,2 % | |||
| NOESIS CAPITAL MANGEMENT CORP | 540.575 $ | +81.689 $ | +17,8 % | 458.886 $ | -4.151 $ | -0,9 % | 463.037 $ | +34.628 $ | +8,1 % | |||
| Inman Jager Wealth Management, LLC | 540.109 $ | +9.651 $ | +1,8 % | 530.458 $ | -13.359 $ | -2,5 % | ||||||
| Capital Asset Managemnet, LLC | 539.284 $ | +5.375 $ | +1,0 % | 533.909 $ | +27.851 $ | +5,5 % | 506.058 $ | |||||
| OakTrust Wealth Advisors, LLC | 538.594 $ | +5.283 $ | +1,0 % | 533.311 $ | ||||||||
| Fielder Capital Group LLC | 538.291 $ | +85.007 $ | +18,8 % | 453.284 $ | +17.269 $ | +4,0 % | 436.015 $ | +210.292 $ | +93,2 % | |||
| Hummer Financial Advisory Services Inc | 505.500 $ | -32.600 $ | -6,1 % | 538.100 $ | +7.350 $ | +1,4 % | 530.750 $ | -4.800 $ | -0,9 % | 535.550 $ | +3.100 $ | +0,6 % |
| Jordan Park Group LLC | 538.095 $ | +228.814 $ | +74,0 % | 309.281 $ | +13.205 $ | +4,5 % | 296.076 $ | +6.500 $ | +2,2 % | |||
| Networth Advisors, LLC | 16.173 $ | -26.203 $ | -61,8 % | 42.376 $ | -493.858 $ | -92,1 % | 536.234 $ | |||||
| Mayfair Advisory Group, LLC | 385.996 $ | -147.113 $ | -27,6 % | 533.109 $ | -3.101 $ | -0,6 % | 536.210 $ | +65.955 $ | +14,0 % | 470.255 $ | +201.821 $ | +75,2 % |
| MONETARY MANAGEMENT GROUP INC | 530.750 $ | -4.800 $ | -0,9 % | 535.550 $ | +3.100 $ | +0,6 % | ||||||
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 533.545 $ | +2.473 $ | +0,5 % | 531.072 $ | -3.939 $ | -0,7 % | 535.011 $ | +16.492 $ | +3,2 % | |||
| Clearwave Capital, LLC | 483.107 $ | -49.368 $ | -9,3 % | 532.475 $ | -1.125 $ | -0,2 % | 533.600 $ | |||||
| Hartford Financial Management Inc. | 531.012 $ | -1.016 $ | -0,2 % | 532.028 $ | +418 $ | +0,1 % | 531.610 $ | -1.044 $ | -0,2 % | |||
| Relyea Zuckerberg Hanson LLC | 221.178 $ | -309.475 $ | -58,3 % | 530.653 $ | +5.531 $ | +1,1 % | 525.122 $ | -2.803 $ | -0,5 % | 527.925 $ | -21.302 $ | -3,9 % |
| eCIO, Inc. | 530.580 $ | +34.439 $ | +6,9 % | 496.141 $ | +15.795 $ | +3,3 % | 480.346 $ | |||||
| SIG BROKERAGE, LP | 530.351 $ | |||||||||||
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 217.502 $ | -310.726 $ | -58,8 % | 528.228 $ | +36.603 $ | +7,4 % | 491.625 $ | +107.476 $ | +28,0 % | |||
| TERRIL BROTHERS, INC. | 455.837 $ | -72.384 $ | -13,7 % | 528.221 $ | ||||||||
| Colonial Trust Co / SC | 527.151 $ | +3.252 $ | +0,6 % | 523.899 $ | +3.006 $ | +0,6 % | 520.893 $ | +8.907 $ | +1,7 % | |||
| Cape Investment Advisory, Inc. | 526.777 $ | +49.351 $ | +10,3 % | 477.426 $ | +253.491 $ | +113,2 % | 223.935 $ | -196.647 $ | -46,8 % | 420.582 $ | +68.765 $ | +19,5 % |
| SOUTH PLAINS FINANCIAL, INC. | 490.503 $ | -26.967 $ | -5,2 % | 517.470 $ | -4.355 $ | -0,8 % | 521.825 $ | +24.358 $ | +4,9 % | |||
| Thayer Partners, LLC / MA | 521.710 $ | +27.355 $ | +5,5 % | 494.355 $ | -25.864 $ | -5,0 % | 520.219 $ | |||||
| Lake Hills Wealth Management, LLC | 346.369 $ | -36.328 $ | -9,5 % | 382.697 $ | -136.589 $ | -26,3 % | 519.286 $ | |||||
| Heritage Family Offices, LLP | 442.641 $ | -73.673 $ | -14,3 % | 516.314 $ | +214.155 $ | +70,9 % | 302.159 $ | +13.038 $ | +4,5 % | |||
| Braun-Bostich & Associates Inc. | 385.697 $ | -127.435 $ | -24,8 % | 513.132 $ | +1.277 $ | +0,2 % | 511.855 $ | -2.059 $ | -0,4 % | 513.914 $ | +1.804 $ | +0,4 % |
| Belvedere Trading LLC | 513.155 $ | +34.372 $ | +7,2 % | 478.783 $ | ||||||||
| FARMERS TRUST CO | 512.492 $ | +48.491 $ | +10,5 % | 464.001 $ | +2.686 $ | +0,6 % | ||||||
| Athena Wealth Management, LLC | 296.828 $ | -19.824 $ | -6,3 % | 316.652 $ | -170.619 $ | -35,0 % | 487.271 $ | -24.769 $ | -4,8 % | 512.040 $ | ||
| Samalin Investment Counsel, LLC | 511.758 $ | +77.337 $ | +17,8 % | 434.421 $ | +23.097 $ | +5,6 % | 411.324 $ | +18.239 $ | +4,6 % | |||
| PETTYJOHN, WOOD & WHITE, INC | 511.587 $ | +2.914 $ | +0,6 % | 508.673 $ | +4.990 $ | +1,0 % | 503.683 $ | -8.211 $ | -1,6 % | |||
| Asempa Wealth Advisors | 496.282 $ | -13.534 $ | -2,7 % | 509.816 $ | +84.962 $ | +20,0 % | 424.854 $ | +31.069 $ | +7,9 % | 393.785 $ | ||
| CENTRAL VALLEY ADVISORS, LLC | 509.709 $ | +3.587 $ | +0,7 % | 506.122 $ | ||||||||
| WEALTHGARDEN F.S. LLC | 508.821 $ | +71.065 $ | +16,2 % | 437.756 $ | +32.100 $ | +7,9 % | 405.656 $ | -24.055 $ | -5,6 % | |||
| CGC Financial Services, LLC | 454.921 $ | -22.782 $ | -4,8 % | 477.703 $ | +7.825 $ | +1,7 % | 469.878 $ | -38.157 $ | -7,5 % | 508.035 $ | -122.236 $ | -19,4 % |
| Ninety One UK Ltd | 244.368 $ | -5.628 $ | -2,3 % | 249.996 $ | -253.004 $ | -50,3 % | 503.000 $ | -3.062 $ | -0,6 % | 506.062 $ | -185.450 $ | -26,8 % |
| Westmount Partners, LLC | 504.702 $ | |||||||||||
| Clarendon Private LLC | 503.807 $ | +7.126 $ | +1,4 % | 496.681 $ | +19.732 $ | +4,1 % | 476.949 $ | +5.834 $ | +1,2 % | |||
| STAR Financial Bank | 502.758 $ | |||||||||||
| Petix & Botte Co | 500.106 $ | |||||||||||
| VAQUERO PRIVATE WEALTH, LTD | 499.739 $ | |||||||||||
| Kesler, Norman & Wride, LLC | 499.490 $ | +13.002 $ | +2,7 % | 486.488 $ | +79.127 $ | +19,4 % | 407.361 $ | |||||
| Canandaigua National Trust Co of Florida | 499.333 $ | +14.334 $ | +3,0 % | 484.999 $ | +6.324 $ | +1,3 % | 478.675 $ | +8.096 $ | +1,7 % | |||
| Marathon Wealth Advisors LLC | 495.734 $ | +34.428 $ | +7,5 % | 461.306 $ | -24.301 $ | -5,0 % | 485.607 $ | |||||
| Florida Trust Wealth Management Co | 495.012 $ | +173.502 $ | +54,0 % | 321.510 $ | +8.143 $ | +2,6 % | 313.367 $ | +48.217 $ | +18,2 % | |||
| Covenant Asset Management, LLC | 492.863 $ | +42.150 $ | +9,4 % | 450.713 $ | +7.642 $ | +1,7 % | 443.071 $ | -4.007 $ | -0,9 % | 447.078 $ | +23.886 $ | +5,6 % |
| Copia Wealth Management | 490.715 $ | -469 $ | -0,1 % | 491.184 $ | -38 $ | -0,0 % | 491.222 $ | -1.630 $ | -0,3 % | |||
| Park Edge Advisors, LLC | 489.235 $ | +114.100 $ | +30,4 % | 375.135 $ | +105.749 $ | +39,3 % | 269.386 $ | |||||
| Ruedi Wealth Management, Inc. | 488.480 $ | +56.813 $ | +13,2 % | 431.667 $ | -38.681 $ | -8,2 % | 470.348 $ | +16.064 $ | +3,5 % | |||
| Fortis Group Advisors, LLC | 487.640 $ | +128.502 $ | +35,8 % | 359.138 $ | +68.062 $ | +23,4 % | 291.076 $ | +67.787 $ | +30,4 % | |||
| Resurgent Financial Advisors LLC | 487.446 $ | +105.613 $ | +27,7 % | 381.833 $ | +9.928 $ | +2,7 % | 371.905 $ | +74.061 $ | +24,9 % | |||
| BLUE SQUARE ASSET MANAGEMENT, LLC | 237.119 $ | -249.744 $ | -51,3 % | 486.863 $ | +186.924 $ | +62,3 % | 299.939 $ | |||||
| WIREGRASS INVESTMENT MANAGEMENT LLC | 482.172 $ | -1.380 $ | -0,3 % | 483.552 $ | -2.944 $ | -0,6 % | 486.496 $ | |||||
| Stanich Group LLC | 486.276 $ | -505 $ | -0,1 % | |||||||||
| PGIM Custom Harvest LLC | 227.340 $ | -258.011 $ | -53,2 % | 485.351 $ | +2.332 $ | +0,5 % | 483.019 $ | +25.706 $ | +5,6 % | |||
| Cannon Wealth Management Services, LLC | 442.530 $ | +20.251 $ | +4,8 % | 422.279 $ | -61.244 $ | -12,7 % | 483.523 $ | +12.190 $ | +2,6 % | |||
| FLORIDA FINANCIAL ADVISORS, LLC | 480.309 $ | +41.760 $ | +9,5 % | 438.549 $ | +32.991 $ | +8,1 % | 405.558 $ | +16.462 $ | +4,2 % | |||
| Canopy Partners, LLC | 478.994 $ | +76.069 $ | +18,9 % | 402.925 $ | +15.474 $ | +4,0 % | 387.451 $ | +12.850 $ | +3,4 % | |||
| FOCUS Wealth Advisors, LLC | 436.044 $ | -28.121 $ | -6,1 % | 464.165 $ | -9.901 $ | -2,1 % | 474.066 $ | -4.287 $ | -0,9 % | 478.353 $ | +2.769 $ | +0,6 % |
| VISION FINANCIAL MARKETS LLC | 1.224 $ | -11 $ | -0,9 % | 1.235 $ | -10 $ | -0,8 % | 1.245 $ | -475.908 $ | -99,7 % | 477.153 $ | -1.345 $ | -0,3 % |
| Optas, LLC | 359.055 $ | -116.773 $ | -24,5 % | 475.828 $ | +210.283 $ | +79,2 % | 265.545 $ | |||||
| CFM WEALTH PARTNERS LLC | 475.359 $ | +39.899 $ | +9,2 % | 435.460 $ | -2.651 $ | -0,6 % | 438.111 $ | -1.243 $ | -0,3 % | |||
| SIGMA INVESTMENT COUNSELORS INC | 397.169 $ | +50.695 $ | +14,6 % | 346.474 $ | -128.452 $ | -27,0 % | 474.926 $ | +2.749 $ | +0,6 % | |||
| Fiscal Wisdom Wealth Management, LLC | 474.728 $ | +63.672 $ | +15,5 % | 411.056 $ | +34.706 $ | +9,2 % | 376.350 $ | +7.858 $ | +2,1 % | 368.492 $ | +3.732 $ | +1,0 % |
| Stordahl Capital Management, Inc. | 452.173 $ | -21.916 $ | -4,6 % | 474.089 $ | +7.382 $ | +1,6 % | 466.707 $ | -4.925 $ | -1,0 % | 471.632 $ | +244.841 $ | +108,0 % |
| BURLING WEALTH PARTNERS, LLC | 473.524 $ | +28.078 $ | +6,3 % | 445.446 $ | -2.712 $ | -0,6 % | 448.158 $ | |||||
| Summit Financial Strategies, Inc. | 471.678 $ | +172.527 $ | +57,7 % | 299.151 $ | -60.176 $ | -16,7 % | 359.327 $ | +20.055 $ | +5,9 % | |||
| Seneca House Advisors | 471.195 $ | +70.531 $ | +17,6 % | |||||||||
| Rye Brook Capital LLC | 471.000 $ | +2.000 $ | +0,4 % | |||||||||
| Main Street Group, LTD | 448.544 $ | -21.761 $ | -4,6 % | 470.305 $ | +70.767 $ | +17,7 % | 399.538 $ | -123.257 $ | -23,6 % | |||
| CAPSTONE CAPITAL LLC | 363.404 $ | -23.436 $ | -6,1 % | 386.840 $ | +5.284 $ | +1,4 % | 381.556 $ | -86.515 $ | -18,5 % | 468.071 $ | -24.232 $ | -4,9 % |
| Erickson Financial Group, LLC | 465.134 $ | +6.354 $ | +1,4 % | 458.780 $ | -9.076 $ | -1,9 % | 467.856 $ | +120.912 $ | +34,9 % | |||
| FWG Holdings, LLC | 351.455 $ | +18.337 $ | +5,5 % | 333.118 $ | -132.472 $ | -28,5 % | 465.590 $ | +242.238 $ | +108,5 % | |||
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 465.366 $ | -2.020.883 $ | -81,3 % | |||||||||
| Colonial Trust Advisors | 387.030 $ | -77.305 $ | -16,6 % | 464.335 $ | +51.229 $ | +12,4 % | 413.106 $ | -50.807 $ | -11,0 % | |||
| DIVIDEND ASSETS CAPITAL, LLC | 463.026 $ | -1.483 $ | -0,3 % | |||||||||
| Atlas Brown,Inc. | 436.277 $ | -25.202 $ | -5,5 % | 461.479 $ | +9.104 $ | +2,0 % | 452.375 $ | -2.224 $ | -0,5 % | 454.599 $ | -4.536 $ | -1,0 % |
| MBL Wealth, LLC | 206.561 $ | -254.760 $ | -55,2 % | 461.321 $ | +211.019 $ | +84,3 % | ||||||
| Altar Rock LLC | 460.936 $ | +6.296 $ | +1,4 % | 454.640 $ | -4.112 $ | -0,9 % | 458.752 $ | |||||
| Voya Financial Advisors, Inc. | 460.590 $ | +35.033 $ | +8,2 % | 425.557 $ | -6.528 $ | -1,5 % | ||||||
| WealthSpring Partners, LLC | 460.047 $ | |||||||||||
| Bouchey Financial Group, Ltd. | 458.785 $ | +2.644 $ | +0,6 % | 456.141 $ | -469 $ | -0,1 % | 456.610 $ | |||||
| TOBIAS FINANCIAL ADVISORS, INC. | 371.935 $ | -80.582 $ | -17,8 % | 452.517 $ | -5.592 $ | -1,2 % | 458.109 $ | +2.651 $ | +0,6 % | |||
| M. Kulyk & Associates, LLC | 456.797 $ | +6.181 $ | +1,4 % | 450.616 $ | ||||||||
| Shepherd Street Advisors LLC | 456.477 $ | +81.109 $ | +21,6 % | 375.368 $ | +36.643 $ | +10,8 % | 338.725 $ | +365 $ | +0,1 % | 338.360 $ | ||
| Graetz Wealth LLC | 456.130 $ | +16.170 $ | +3,7 % | 439.960 $ | +142.622 $ | +48,0 % | 297.338 $ | |||||
| Iowa State Bank | 428.159 $ | -27.612 $ | -6,1 % | 455.771 $ | +6.226 $ | +1,4 % | 449.545 $ | +7.609 $ | +1,7 % | 441.936 $ | +2.558 $ | +0,6 % |
| Fortis Advisors, LLC | 455.710 $ | +4.266 $ | +0,9 % | 451.444 $ | +3.324 $ | +0,7 % | 448.120 $ | +5.042 $ | +1,1 % | |||
| Thoma Capital Management LLC | 455.242 $ | +199.630 $ | +78,1 % | 255.612 $ | ||||||||
| NorthStar Asset Management LLC /NJ/ | 424.669 $ | +5.801 $ | +1,4 % | 418.868 $ | -35.814 $ | -7,9 % | 454.682 $ | +4.655 $ | +1,0 % | |||
| Riverwater Partners LLC | 454.361 $ | +2.630 $ | +0,6 % | |||||||||
| Merkkuri Wealth Advisors LLC | 352.261 $ | -101.998 $ | -22,5 % | 454.259 $ | +107.617 $ | +31,0 % | 346.642 $ | +62.998 $ | +22,2 % | |||
| SFAM, LLC | 454.026 $ | +34.894 $ | +8,3 % | 419.132 $ | +5.440 $ | +1,3 % | 413.692 $ | |||||
| Anson Capital, Inc. | 453.600 $ | +56.193 $ | +14,1 % | 397.407 $ | +8.188 $ | +2,1 % | 389.219 $ | +2.359 $ | +0,6 % | |||
| Nvest Financial, LLC | 450.162 $ | -356 $ | -0,1 % | 450.518 $ | +356 $ | +0,1 % | 450.162 $ | -1.513 $ | -0,3 % | |||
| Invera Wealth Advisors, LLC | 447.748 $ | -1.673 $ | -0,4 % | 449.421 $ | +2.267 $ | +0,5 % | 447.154 $ | -263.678 $ | -37,1 % | |||
| GoalVest Advisory LLC | 71.068 $ | -376.530 $ | -84,1 % | 447.598 $ | +406.395 $ | +986,3 % | 41.203 $ | +1.666 $ | +4,2 % | 39.537 $ | -62.972 $ | -61,4 % |
| Journey Advisory Group, LLC | 445.009 $ | +50.763 $ | +12,9 % | 394.246 $ | +1.348 $ | +0,3 % | 392.898 $ | +171.718 $ | +77,6 % | |||
| Frisch Financial Group, Inc. | 445.001 $ | +198.336 $ | +80,4 % | 246.665 $ | -123.903 $ | -33,4 % | 370.568 $ | +3.703 $ | +1,0 % | |||
| MetLife Investment Management, LLC | 440.454 $ | -1.260 $ | -0,3 % | 441.714 $ | -2.690 $ | -0,6 % | 444.404 $ | -1.260 $ | -0,3 % | |||
| Ascentis Wealth Management, LLC | 441.664 $ | +16.217 $ | +3,8 % | 425.447 $ | +16.830 $ | +4,1 % | 408.617 $ | -1.678 $ | -0,4 % | |||
| Walleye Trading LLC | 441.242 $ | +6.027 $ | +1,4 % | 435.215 $ | ||||||||
| PATRON PARTNERS, LLC | 439.512 $ | +136.560 $ | +45,1 % | 302.952 $ | -2.740 $ | -0,9 % | 305.692 $ | -28.367 $ | -8,5 % | |||
| Tanglewood Legacy Advisors, LLC | 438.641 $ | +61.637 $ | +16,3 % | 377.004 $ | +12.950 $ | +3,6 % | 364.054 $ | +8.465 $ | +2,4 % | |||
| Echo45 Advisors LLC | 438.620 $ | |||||||||||
| FreeGulliver LLC | 438.619 $ | +34.015 $ | +8,4 % | 404.604 $ | +11.229 $ | +2,9 % | 393.375 $ | -598 $ | -0,2 % | |||
| WorthPointe, LLC | 438.006 $ | |||||||||||
| Northland Capital Management LLC | 409.961 $ | -26.438 $ | -6,1 % | 436.399 $ | +5.961 $ | +1,4 % | 430.438 $ | +78.582 $ | +22,3 % | 351.856 $ | +2.036 $ | +0,6 % |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 435.323 $ | +5.946 $ | +1,4 % | 429.377 $ | -3.883 $ | -0,9 % | 433.260 $ | +2.508 $ | +0,6 % | |||
| Windsor Capital Management, LLC | 433.805 $ | +121.168 $ | +38,8 % | 312.637 $ | ||||||||
| Financial Harvest, LLC | 408.116 $ | -25.107 $ | -5,8 % | 433.223 $ | +72.919 $ | +20,2 % | 360.304 $ | +10.860 $ | +3,1 % | 349.444 $ | +9.172 $ | +2,7 % |
| COLUMBIA ADVISORY PARTNERS LLC | 432.955 $ | +122.042 $ | +39,3 % | 310.913 $ | -69.863 $ | -18,3 % | 380.776 $ | +18.816 $ | +5,2 % | |||
| GoalFusion Wealth Management, LLC | 332.838 $ | -99.462 $ | -23,0 % | 432.300 $ | +5.850 $ | +1,4 % | 426.450 $ | |||||
| Brewster Financial Planning LLC | 430.331 $ | -1.698 $ | -0,4 % | 432.029 $ | +28.133 $ | +7,0 % | 403.896 $ | +3.962 $ | +1,0 % | 399.934 $ | +13.272 $ | +3,4 % |
| Old North State Trust, LLC | 347.000 $ | +1.000 $ | +0,3 % | 346.000 $ | -86.000 $ | -19,9 % | 432.000 $ | +64.000 $ | +17,4 % | |||
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 430.369 $ | +32.134 $ | +8,1 % | 398.235 $ | -28.718 $ | -6,7 % | 426.953 $ | -8.105 $ | -1,9 % | |||
| Diligent Investors, LLC | 337.449 $ | -36.720 $ | -9,8 % | 374.169 $ | -51.909 $ | -12,2 % | 426.078 $ | -3.156 $ | -0,7 % | 429.234 $ | -66.952 $ | -13,5 % |
| Johnson Financial Group, LLC | 428.763 $ | +2.390 $ | +0,6 % | 426.373 $ | +4.182 $ | +1,0 % | 422.191 $ | -9.987 $ | -2,3 % | |||
| KFA Private Wealth Group, LLC | 288.998 $ | -138.767 $ | -32,4 % | 427.765 $ | +84.748 $ | +24,7 % | 343.017 $ | -2.047 $ | -0,6 % | 345.064 $ | +6.330 $ | +1,9 % |
| ASL Financial, LLC | 351.780 $ | -74.756 $ | -17,5 % | 426.536 $ | +5.772 $ | +1,4 % | 420.764 $ | +20.268 $ | +5,1 % | 400.496 $ | ||
| PINNEY & SCOFIELD, INC. | 426.312 $ | +108.917 $ | +34,3 % | 317.395 $ | +41.566 $ | +15,1 % | 275.829 $ | +16.603 $ | +6,4 % | |||
| CHAPMAN FINANCIAL GROUP, LLC | 305.812 $ | -120.140 $ | -28,2 % | 425.952 $ | +38.927 $ | +10,1 % | 387.025 $ | +71.853 $ | +22,8 % | |||
| Financially in Tune, LLC | 425.938 $ | |||||||||||
| FIRST COMMUNITY TRUST NA | 415.680 $ | -9.575 $ | -2,3 % | 425.255 $ | +4.775 $ | +1,1 % | 420.480 $ | +411.173 $ | +4.417,9 % | 9.307 $ | -8.354 $ | -47,3 % |
| Stablepoint Partners, LLC | 420.255 $ | -4.449 $ | -1,0 % | 424.704 $ | +19.652 $ | +4,9 % | 405.052 $ | -15.051 $ | -3,6 % | |||
| BCU Wealth Advisors, LLC | 290.794 $ | -133.411 $ | -31,4 % | 424.205 $ | +119.473 $ | +39,2 % | 304.732 $ | |||||
| BLUELINE ADVISORS LLC | 373.073 $ | -50.134 $ | -11,8 % | 423.207 $ | +45.398 $ | +12,0 % | 377.809 $ | +296.070 $ | +362,2 % | 81.739 $ | ||
| MW ADVISORY, LLC | 243.146 $ | -180.016 $ | -42,5 % | 423.162 $ | ||||||||
| Valley Financial Group, Inc. | 402.391 $ | -16.795 $ | -4,0 % | 419.186 $ | +48.050 $ | +12,9 % | 371.136 $ | +10.880 $ | +3,0 % | |||
| Tenon Financial LLC | 418.911 $ | +162.501 $ | +63,4 % | |||||||||
| Nicht ausgewiesen | 418.239 $ | +134.189 $ | +47,2 % | 284.050 $ | +57.406 $ | +25,3 % | 226.644 $ | +22.316 $ | +10,9 % | 204.328 $ | +1.494 $ | +0,7 % |
| Transcendent Capital Group LLC | 340.431 $ | -77.593 $ | -18,6 % | 418.024 $ | +6.386 $ | +1,6 % | 411.638 $ | +43.006 $ | +11,7 % | |||
| Hutchens & Kramer Investment Management Group, LLC | 373.226 $ | -44.262 $ | -10,6 % | 417.488 $ | ||||||||
| Kagan Cocozza Asset Management | 342.021 $ | -8.820 $ | -2,5 % | 350.841 $ | -9.008 $ | -2,5 % | 359.849 $ | -56.273 $ | -13,5 % | 416.122 $ | -368.709 $ | -47,0 % |
| North Berkeley Wealth Management, LLC | 415.066 $ | +18.751 $ | +4,7 % | 396.315 $ | -4.182 $ | -1,0 % | 400.497 $ | +7.377 $ | +1,9 % | |||
| Millington Financial Advisors, LLC | 211.500 $ | +7.364 $ | +3,6 % | 204.136 $ | -209.059 $ | -50,6 % | 413.195 $ | +108.099 $ | +35,4 % | |||
| Dentgroup LLC | 412.145 $ | +27.502 $ | +7,2 % | |||||||||
| Frankly Finances, LLC | 411.469 $ | +5.725 $ | +1,4 % | 405.744 $ | +15.458 $ | +4,0 % | 390.286 $ | |||||
| Privatperson | 410.646 $ | |||||||||||
| 2UniFi Bank | 394.266 $ | -16.327 $ | -4,0 % | 410.593 $ | -6.111 $ | -1,5 % | ||||||
| Walleye Partners, LLC | 259.452 $ | -142.098 $ | -35,4 % | 401.550 $ | -8.832 $ | -2,2 % | 410.382 $ | |||||
| Freedom Day Solutions, LLC | 271.121 $ | -139.222 $ | -33,9 % | 410.343 $ | ||||||||
| Creekside Partners | 409.465 $ | +2.282 $ | +0,6 % | 407.183 $ | +3.995 $ | +1,0 % | 403.188 $ | -9.538 $ | -2,3 % | |||
| VALLEY NATIONAL ADVISERS INC | 116.798 $ | -248.202 $ | -68,0 % | 365.000 $ | -42.000 $ | -10,3 % | 407.000 $ | +2.000 $ | +0,5 % | |||
| Maple Capital Management, Inc. | 351.164 $ | -30.658 $ | -8,0 % | 381.822 $ | -23.804 $ | -5,9 % | 405.626 $ | -160.901 $ | -28,4 % | |||
| Altus Wealth Management, LLC | 379.631 $ | -24.482 $ | -6,1 % | 404.113 $ | +5.520 $ | +1,4 % | 398.593 $ | -3.712 $ | -0,9 % | 402.305 $ | +2.435 $ | +0,6 % |
| Signature Equity Partners, LLC | 121.862 $ | -134.650 $ | -52,5 % | 256.512 $ | -146.789 $ | -36,4 % | 403.301 $ | |||||
| BlueStem Wealth Partners, LLC | 223.172 $ | -52.945 $ | -19,2 % | 276.117 $ | -127.083 $ | -31,5 % | 403.200 $ | -25.451 $ | -5,9 % | |||
| Convergence Financial, LLC | 402.498 $ | |||||||||||
| McKinney Capital Management, LLC | 400.516 $ | |||||||||||
| Texas Bank & Trust Co | 400.454 $ | +132.744 $ | +49,6 % | 267.710 $ | +32.068 $ | +13,6 % | 235.642 $ | +6.050 $ | +2,6 % | |||
| Heritage Wealth Management, Inc. | 400.182 $ | +10.042 $ | +2,6 % | 390.140 $ | ||||||||
| TrustWell Financial Advisors, LLC | 394.745 $ | -4.305 $ | -1,1 % | 399.050 $ | +2.350 $ | +0,6 % | 396.700 $ | +3.891 $ | +1,0 % | 392.809 $ | ||
| 10Elms LLP | 395.396 $ | +8.877 $ | +2,3 % | 386.519 $ | -12.506 $ | -3,1 % | 399.025 $ | -9.202 $ | -2,3 % | |||
| MATRIX PRIVATE CAPITAL GROUP LLC | 398.194 $ | +16.054 $ | +4,2 % | 382.140 $ | +25.398 $ | +7,1 % | ||||||
| Financial Perspectives, Inc | 280.826 $ | -116.244 $ | -29,3 % | 397.070 $ | +1.550 $ | +0,4 % | 395.520 $ | -33.776 $ | -7,9 % | |||
| 15 Wealth Advisors LLC | 396.396 $ | |||||||||||
| Provident Living Financial Services, Inc. | 388.479 $ | -6.376 $ | -1,6 % | 394.855 $ | +3.874 $ | +1,0 % | 390.981 $ | |||||
| Colonial River Investments, LLC | 394.823 $ | +12.629 $ | +3,3 % | 382.194 $ | +120.463 $ | +46,0 % | 261.731 $ | +13.144 $ | +5,3 % | 248.587 $ | +1.604 $ | +0,6 % |
| Center for Financial Planning, Inc. | 394.763 $ | +5.163 $ | +1,3 % | 389.600 $ | +2.955 $ | +0,8 % | 386.645 $ | +2.152 $ | +0,6 % | |||
| SHP Wealth Management | 394.058 $ | +217.269 $ | +122,9 % | 176.789 $ | -84.863 $ | -32,4 % | 261.652 $ | |||||
| CAPE COD FIVE CENTS SAVINGS BANK | 393.861 $ | |||||||||||
| Signature Wealth Management Group | 369.129 $ | -24.713 $ | -6,3 % | 393.842 $ | +15.699 $ | +4,2 % | ||||||
| Objective Capital Management, LLC | 379.125 $ | -13.688 $ | -3,5 % | 392.813 $ | +5.365 $ | +1,4 % | 387.448 $ | -3.504 $ | -0,9 % | 390.952 $ | +12.912 $ | +3,4 % |
| Matthew Goff Investment Advisor, LLC | 391.756 $ | |||||||||||
| Axis Wealth Partners, LLC | 391.271 $ | +53.285 $ | +15,8 % | 337.986 $ | +43.943 $ | +14,9 % | 294.043 $ | +9.454 $ | +3,3 % | |||
| Hayek Kallen Investment Management | 391.000 $ | +94.000 $ | +31,6 % | 297.000 $ | -19.000 $ | -6,0 % | ||||||
| TCFG WEALTH MANAGEMENT, LLC | 390.573 $ | -157 $ | -0,0 % | 390.730 $ | +2.763 $ | +0,7 % | ||||||
| Welch Group, LLC | 390.553 $ | +5.334 $ | +1,4 % | 385.219 $ | -3.484 $ | -0,9 % | 388.703 $ | |||||
| Matisse Capital | 389.514 $ | +61.512 $ | +18,8 % | 328.002 $ | +12.496 $ | +4,0 % | 315.506 $ | +10.075 $ | +3,3 % | |||
| HILL ISLAND FINANCIAL LLC | 384.387 $ | -4.056 $ | -1,0 % | 388.443 $ | +67.821 $ | +21,2 % | ||||||
| Portfolio Resources Advisor Group, Inc. | 363.479 $ | +76.716 $ | +26,8 % | 286.763 $ | +2.049 $ | +0,7 % | 284.714 $ | -103.594 $ | -26,7 % | 388.308 $ | ||
| VESTIA PERSONAL WEALTH ADVISORS | 381.156 $ | -6.165 $ | -1,6 % | 387.321 $ | +60.101 $ | +18,4 % | 327.220 $ | -5.681 $ | -1,7 % | 332.901 $ | +35.152 $ | +11,8 % |
| Mason & Associates Inc | 297.279 $ | +39.524 $ | +15,3 % | 257.755 $ | -128.523 $ | -33,3 % | 386.278 $ | -220.843 $ | -36,4 % | |||
| Schwallier Wealth Management LLC | 336.936 $ | -47.642 $ | -12,4 % | 384.578 $ | +38.874 $ | +11,2 % | 345.704 $ | +14.832 $ | +4,5 % | |||
| CPWA, LLC | 383.841 $ | +18.335 $ | +5,0 % | 365.506 $ | ||||||||
| Everstar Asset Management, LLC | 368.374 $ | +25.727 $ | +7,5 % | 342.647 $ | -40.497 $ | -10,6 % | 383.144 $ | -1.287 $ | -0,3 % | |||
| Markowski Investments | 382.203 $ | |||||||||||
| TRUEFG, LLC | 377.876 $ | -2.963 $ | -0,8 % | 380.839 $ | +9.107 $ | +2,4 % | 371.732 $ | +856 $ | +0,2 % | 370.876 $ | +1.388 $ | +0,4 % |
| Pinion Investment Advisors, LLC | 379.791 $ | |||||||||||
| Panoramic Capital Partners, LLC | 377.090 $ | -1.079 $ | -0,3 % | 378.169 $ | -1.562 $ | -0,4 % | 379.731 $ | -7.123 $ | -1,8 % | |||
| HILLTOP WEALTH ADVISORS, LLC | 379.059 $ | +5.178 $ | +1,4 % | 373.881 $ | -3.382 $ | -0,9 % | 377.263 $ | +2.184 $ | +0,6 % | |||
| GEN Financial Management, INC. | 377.207 $ | +22.374 $ | +6,3 % | 354.833 $ | -2.160 $ | -0,6 % | 356.993 $ | -1.013 $ | -0,3 % | |||
| STEEL GROVE CAPITAL ADVISORS, LLC | 344.852 $ | -31.925 $ | -8,5 % | 376.777 $ | +14.699 $ | +4,1 % | 362.078 $ | -3.274 $ | -0,9 % | 365.352 $ | -784.868 $ | -68,2 % |
| Cannell & Spears LLC | 268.081 $ | -107.796 $ | -28,7 % | 375.877 $ | -131.654 $ | -25,9 % | ||||||
| Old Peak Finance LLC | 375.212 $ | +8.050 $ | +2,2 % | 367.162 $ | -1.367 $ | -0,4 % | 368.529 $ | |||||
| FLYWHEEL PRIVATE WEALTH LLC | 368.878 $ | +2.056 $ | +0,6 % | 366.822 $ | -5.354 $ | -1,4 % | 372.176 $ | -8.804 $ | -2,3 % | |||
| Elevated Financial Group LLC | 368.553 $ | -3.333 $ | -0,9 % | 371.886 $ | ||||||||
| Kropog Financial Group, LLC | 371.247 $ | +4.688 $ | +1,3 % | 366.559 $ | -2.515 $ | -0,7 % | 369.074 $ | +3.719 $ | +1,0 % | |||
| Boyce & Associates Wealth Consulting, Inc. | 345.134 $ | -21.531 $ | -5,9 % | 366.665 $ | +5.701 $ | +1,6 % | 360.964 $ | -2.802 $ | -0,8 % | 363.766 $ | +3.021 $ | +0,8 % |
| Mountain Capital Investment Advisors Inc. | 269.494 $ | +66.184 $ | +32,6 % | 203.310 $ | -162.938 $ | -44,5 % | 366.248 $ | |||||
| Lakeshore Capital Group, Inc. | 343.922 $ | -21.472 $ | -5,9 % | 365.394 $ | +5.455 $ | +1,5 % | 359.939 $ | -3.313 $ | -0,9 % | 363.252 $ | -39.444 $ | -9,8 % |
| Fortitude Financial, LLC | 363.795 $ | +28.492 $ | +8,5 % | 335.303 $ | -25.086 $ | -7,0 % | 360.389 $ | -323.669 $ | -47,3 % | |||
| SEAMOUNT FINANCIAL GROUP INC | 345.548 $ | -18.022 $ | -5,0 % | 363.570 $ | +27.133 $ | +8,1 % | 336.437 $ | +67.489 $ | +25,1 % | 268.948 $ | +24.427 $ | +10,0 % |
| Dynamic Wealth Strategies, LLC | 335.236 $ | -25.037 $ | -6,9 % | 360.273 $ | -3.258 $ | -0,9 % | 363.531 $ | +2.104 $ | +0,6 % | |||
| Stonebrook Private Inc. | 363.528 $ | |||||||||||
| Palumbo Wealth Management LLC | 217.726 $ | -143.038 $ | -39,6 % | 360.764 $ | -1.985 $ | -0,5 % | 362.749 $ | |||||
| ARWA LLC | 278.101 $ | -84.070 $ | -23,2 % | 362.171 $ | ||||||||
| Value Partners Investments Inc. | 325.446 $ | -5.976 $ | -1,8 % | 331.422 $ | -27.360 $ | -7,6 % | 358.782 $ | -3.048 $ | -0,8 % | 361.830 $ | -368 $ | -0,1 % |
| One Charles Private Wealth Services, LLC | 361.388 $ | +86.990 $ | +31,7 % | 274.398 $ | -2.481 $ | -0,9 % | 276.879 $ | +5.329 $ | +2,0 % | |||
| Janney Capital Management LLC | 361.000 $ | -17.000 $ | -4,5 % | |||||||||
| PENNINGTON PARTNERS & CO., LLC | 332.377 $ | +6.157 $ | +1,9 % | 326.220 $ | -33.980 $ | -9,4 % | 360.200 $ | -7.755 $ | -2,1 % | |||
| INTERACTIVE FINANCIAL ADVISORS, INC. | 359.743 $ | +11.465 $ | +3,3 % | 348.278 $ | -10.648 $ | -3,0 % | 358.926 $ | -1.223 $ | -0,3 % | |||
| BFI Wealth Solutions, LLC | 343.604 $ | -15.733 $ | -4,4 % | 359.337 $ | +58.161 $ | +19,3 % | 301.176 $ | +16.721 $ | +5,9 % | 284.455 $ | ||
| Highview Capital Management LLC/DE/ | 355.130 $ | +1.559 $ | +0,4 % | 353.571 $ | -3.369 $ | -0,9 % | 356.940 $ | |||||
| Safeguard Investment Advisory Group, LLC | 356.933 $ | +51.945 $ | +17,0 % | 304.988 $ | -10.812 $ | -3,4 % | 315.800 $ | -36.387 $ | -10,3 % | |||
| Broadview Financial Management, LLC | 356.913 $ | +7.667 $ | +2,2 % | 349.246 $ | -1.297 $ | -0,4 % | 350.543 $ | -66.600 $ | -16,0 % | |||
| Bell Bank | 335.045 $ | -21.608 $ | -6,1 % | 356.653 $ | ||||||||
| Capstone Wealth Management Group, Inc. | 349.314 $ | -7.168 $ | -2,0 % | 356.482 $ | ||||||||
| Lifestyle Asset Management, Inc. | 267.046 $ | -61.394 $ | -18,7 % | 328.440 $ | +129 $ | +0,0 % | 328.311 $ | -26.231 $ | -7,4 % | 354.542 $ | -696 $ | -0,2 % |
| Capstone Wealth Management Group LLC | 354.495 $ | +3.477 $ | +1,0 % | 351.018 $ | +42.327 $ | +13,7 % | ||||||
| FIDELIS CAPITAL PARTNERS, LLC | 321.944 $ | +4.398 $ | +1,4 % | 317.546 $ | -35.862 $ | -10,1 % | 353.408 $ | +25.474 $ | +7,8 % | |||
| Kera Capital Partners, Inc. | 352.703 $ | |||||||||||
| Northwest Financial Advisors | 230.975 $ | +3.250 $ | +1,4 % | 227.725 $ | -124.489 $ | -35,3 % | 352.214 $ | +7.126 $ | +2,1 % | |||
| B & T Capital Management DBA Alpha Capital Management | 301.493 $ | -50.342 $ | -14,3 % | 351.835 $ | -51.932 $ | -12,9 % | ||||||
| Trek Financial, LLC | 351.672 $ | +73.792 $ | +26,6 % | 277.880 $ | +41.532 $ | +17,6 % | ||||||
| WJ Financial Advisors LLC | 351.560 $ | +1.960 $ | +0,6 % | 349.600 $ | +3.429 $ | +1,0 % | 346.171 $ | -13.251 $ | -3,7 % | |||
| Legacy Capital Group California, Inc. | 210.334 $ | -4.735 $ | -2,2 % | 215.069 $ | -135.580 $ | -38,7 % | 350.649 $ | +14.064 $ | +4,2 % | |||
| Prospect Financial Services LLC | 349.765 $ | +110.927 $ | +46,4 % | 238.838 $ | +24.618 $ | +11,5 % | 214.220 $ | |||||
| QUANTUM FINANCIAL PARTNERS LLC | 348.828 $ | |||||||||||
| VSM Wealth Advisory, LLC | 348.808 $ | +47.835 $ | +15,9 % | 300.973 $ | +10.125 $ | +3,5 % | 290.848 $ | +5.465 $ | +1,9 % | |||
| CAP Partners, LLC | 334.195 $ | -11.038 $ | -3,2 % | 345.233 $ | -3.494 $ | -1,0 % | 348.727 $ | +34.793 $ | +11,1 % | 313.934 $ | -3.961 $ | -1,2 % |
| CUMBERLAND ADVISORS INC | 348.689 $ | +17.501 $ | +5,3 % | 331.188 $ | -17.455 $ | -5,0 % | 348.643 $ | +19.056 $ | +5,8 % | |||
| Vantus Wealth LLC | 346.967 $ | +81.013 $ | +30,5 % | 265.954 $ | ||||||||
| Birchwood Financial Partners, Inc. | 346.752 $ | +1.746 $ | +0,5 % | 345.006 $ | +94.947 $ | +38,0 % | 250.059 $ | |||||
| Christensen, King & Associates Investment Services, Inc. | 326.382 $ | -20.203 $ | -5,8 % | 346.585 $ | +4.735 $ | +1,4 % | 341.850 $ | -2.818 $ | -0,8 % | 344.668 $ | -13.702 $ | -3,8 % |
| GUERRA PAN ADVISORS, LLC | 345.034 $ | |||||||||||
| GILL CAPITAL PARTNERS, LLC | 317.315 $ | -2.761 $ | -0,9 % | 320.076 $ | +126 $ | +0,0 % | 319.950 $ | -24.965 $ | -7,2 % | 344.915 $ | -677 $ | -0,2 % |
| Chokshi & Queen Wealth Advisors, Inc | 344.301 $ | +135 $ | +0,0 % | 344.166 $ | +7.098 $ | +2,1 % | ||||||
| Van Hulzen Asset Management, LLC | 342.094 $ | +54.382 $ | +18,9 % | 287.712 $ | -3.036 $ | -1,0 % | 290.748 $ | +870 $ | +0,3 % | |||
| Strategent Financial, LLC | 341.223 $ | +53.887 $ | +18,8 % | 287.336 $ | +10.946 $ | +4,0 % | 276.390 $ | +8.826 $ | +3,3 % | |||
| DIVERSIFIED MANAGEMENT INC | 320.487 $ | -20.668 $ | -6,1 % | 341.155 $ | +4.659 $ | +1,4 % | 336.496 $ | -3.043 $ | -0,9 % | 339.539 $ | ||
| Aventura Private Wealth, LLC | 327.540 $ | -1.167 $ | -0,4 % | 328.707 $ | -12.379 $ | -3,6 % | 341.086 $ | +17.127 $ | +5,3 % | |||
| Migdal Insurance & Financial Holdings Ltd. | 43.029 $ | -123 $ | -0,3 % | 43.152 $ | -297.848 $ | -87,3 % | 341.000 $ | +297.000 $ | +675,0 % | |||
| Prosperity Wealth Management, Inc. | 339.470 $ | -13.362 $ | -3,8 % | |||||||||
| BluePrint Investing LLC | 339.372 $ | +54.266 $ | +19,0 % | 285.106 $ | +17.623 $ | +6,6 % | 267.483 $ | +4.998 $ | +1,9 % | 262.485 $ | ||
| RESTON WEALTH MANAGEMENT LLC | 339.137 $ | +6.845 $ | +2,1 % | 332.292 $ | +51.904 $ | +18,5 % | 280.388 $ | +4.351 $ | +1,6 % | |||
| BTG Pactual Asset Management US LLC | 336.752 $ | -1.281 $ | -0,4 % | 338.033 $ | +0 $ | +0,0 % | ||||||
| Destiny Capital Corp/CO | 337.887 $ | +28.361 $ | +9,2 % | 309.526 $ | -14.523 $ | -4,5 % | 324.049 $ | -2.457 $ | -0,8 % | |||
| Tandem Investment Partners LLC | 336.888 $ | +7.334 $ | +2,2 % | 329.554 $ | +39.318 $ | +13,5 % | 290.236 $ | +19.279 $ | +7,1 % | 270.957 $ | +36.299 $ | +15,5 % |
| Hopwood Financial Services, Inc. | 315.620 $ | -20.497 $ | -6,1 % | 336.117 $ | +265 $ | +0,1 % | 335.852 $ | -1.128 $ | -0,3 % | |||
| Blume Capital Management, Inc. | 335.915 $ | +53.048 $ | +18,8 % | 282.867 $ | -4.061 $ | -1,4 % | 286.928 $ | +7.272 $ | +2,6 % | |||
| PAX Financial Group, LLC | 310.161 $ | +17.930 $ | +6,1 % | 292.231 $ | -43.023 $ | -12,8 % | 335.254 $ | -66.213 $ | -16,5 % | |||
| Daybright Advisory Services, Inc. | 310.718 $ | -24.453 $ | -7,3 % | 335.171 $ | +2.282 $ | +0,7 % | 332.889 $ | |||||
| VanderPol Investments L.L.C. | 335.015 $ | -13.391 $ | -3,8 % | |||||||||
| Napier Financial, LLC | 334.593 $ | +5.302 $ | +1,6 % | 329.291 $ | ||||||||
| Transce3nd, LLC | 329.636 $ | -2.732 $ | -0,8 % | 332.368 $ | +7.706 $ | +2,4 % | 324.662 $ | -33.912 $ | -9,5 % | |||
| Topel & Distasi Wealth Management, LLC | 308.563 $ | -23.055 $ | -7,0 % | 331.618 $ | -555 $ | -0,2 % | 332.173 $ | +7.331 $ | +2,3 % | |||
| Front Row Advisors LLC | 329.258 $ | +81.040 $ | +32,6 % | 248.218 $ | -1.307 $ | -0,5 % | 249.525 $ | -674 $ | -0,3 % | |||
| Chicago Capital, LLC | 322.539 $ | -6.618 $ | -2,0 % | 329.157 $ | +1.835 $ | +0,6 % | 327.322 $ | +3.211 $ | +1,0 % | 324.111 $ | -7.667 $ | -2,3 % |
| FSA Advisors, Inc. | 329.030 $ | -124.936 $ | -27,5 % | |||||||||
| Addison Capital Co | 328.887 $ | +4.493 $ | +1,4 % | 324.394 $ | +22.772 $ | +7,5 % | 301.622 $ | +1.746 $ | +0,6 % | |||
| Greenline Wealth Management LLC | 216.920 $ | -7.189 $ | -3,2 % | 224.109 $ | -103.427 $ | -31,6 % | 327.536 $ | |||||
| McGrath & Associates, Inc. | 206.823 $ | -120.304 $ | -36,8 % | 327.127 $ | -74.355 $ | -18,5 % | ||||||
| Ascent Wealth Partners, LLC | 327.106 $ | +57.286 $ | +21,2 % | 269.820 $ | +11.520 $ | +4,5 % | 258.300 $ | +5.670 $ | +2,2 % | |||
| ACCESS FINANCIAL SERVICES, INC. | 326.646 $ | -3.208 $ | -1,0 % | |||||||||
| Citrine Capital LLC | 326.279 $ | +48.106 $ | +17,3 % | 278.173 $ | +43.930 $ | +18,8 % | 234.243 $ | +8.924 $ | +4,0 % | 225.319 $ | +18.419 $ | +8,9 % |
| PRELUDE CAPITAL MANAGEMENT, LLC | 326.270 $ | -64.561 $ | -16,5 % | |||||||||
| SCRATCH CAPITAL LLC | 323.811 $ | +60.854 $ | +23,1 % | 262.957 $ | +15.262 $ | +6,2 % | 247.695 $ | +23.580 $ | +10,5 % | |||
| Global Trust Asset Management, LLC | 305.888 $ | -2.662 $ | -0,9 % | 308.550 $ | -15.173 $ | -4,7 % | 323.723 $ | +254 $ | +0,1 % | 323.469 $ | -26.205 $ | -7,5 % |
| Arrowroot Family Office, LLC | 323.117 $ | +1.906 $ | +0,6 % | 321.211 $ | +34.658 $ | +12,1 % | 286.553 $ | +21.381 $ | +8,1 % | |||
| Bank OZK | 322.751 $ | +4.408 $ | +1,4 % | 318.343 $ | +7.832 $ | +2,5 % | 310.511 $ | +29.059 $ | +10,3 % | |||
| Element Wealth, LLC | 275.818 $ | -44.264 $ | -13,8 % | 320.082 $ | -1.822 $ | -0,6 % | 321.904 $ | +14.826 $ | +4,8 % | |||
| NerdWallet Wealth Partners, LLC | 321.890 $ | +10.804 $ | +3,5 % | 311.086 $ | ||||||||
| Atlantic Edge Private Wealth Management, LLC | 234.890 $ | -9.603 $ | -3,9 % | 244.493 $ | -11.212 $ | -4,4 % | 255.705 $ | -65.013 $ | -20,3 % | 320.718 $ | -2.765 $ | -0,9 % |
| CERTUITY, LLC | 320.385 $ | +4.376 $ | +1,4 % | 316.009 $ | -183.376 $ | -36,7 % | ||||||
| HERITAGE OAK WEALTH ADVISORS LLC | 300.469 $ | -19.378 $ | -6,1 % | 319.847 $ | +4.369 $ | +1,4 % | 315.478 $ | -2.853 $ | -0,9 % | 318.331 $ | +1.843 $ | +0,6 % |
| Cheviot Value Management, LLC | 318.548 $ | -912 $ | -0,3 % | 319.460 $ | +22.333 $ | +7,5 % | 297.127 $ | -841 $ | -0,3 % | |||
| SRH ADVISORS, LLC | 317.769 $ | -1.434 $ | -0,4 % | 319.203 $ | +303.435 $ | +1.924,4 % | 15.768 $ | -96 $ | -0,6 % | 15.864 $ | -45 $ | -0,3 % |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 318.704 $ | +60.488 $ | +23,4 % | 258.216 $ | +9.837 $ | +4,0 % | 248.379 $ | +7.931 $ | +3,3 % | |||
| Wall Capital Group, Inc. | 300.653 $ | -16.786 $ | -5,3 % | 317.439 $ | +6.816 $ | +2,2 % | 310.623 $ | |||||
| S&A Financial Services, Inc. | 316.989 $ | +63.398 $ | +25,0 % | 253.591 $ | ||||||||
| HOWARD WEALTH MANAGEMENT, LLC | 315.183 $ | +16.801 $ | +5,6 % | 298.382 $ | +21.144 $ | +7,6 % | 277.238 $ | +64.569 $ | +30,4 % | |||
| Paragon Capital Management Ltd | 314.564 $ | |||||||||||
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 313.712 $ | +4.285 $ | +1,4 % | 309.427 $ | -2.799 $ | -0,9 % | 312.226 $ | -15.018 $ | -4,6 % | |||
| WealthCare Asset Management, LLC | 312.732 $ | |||||||||||
| Oxford Wealth Group, LLC | 311.797 $ | |||||||||||
| Legacy Capital Wealth Partners, LLC | 292.684 $ | -18.876 $ | -6,1 % | 311.560 $ | +23.681 $ | +8,2 % | 287.879 $ | +16.462 $ | +6,1 % | 271.417 $ | -30.695 $ | -10,2 % |
| Pine Haven Investment Counsel, Inc | 293.364 $ | -5.294 $ | -1,8 % | 298.658 $ | -12.611 $ | -4,1 % | 311.269 $ | -101.278 $ | -24,5 % | |||
| DEFINED WEALTH MANAGEMENT, LLC | 310.540 $ | +81.058 $ | +35,3 % | 229.482 $ | +12.584 $ | +5,8 % | 216.898 $ | -355 $ | -0,2 % | 217.253 $ | +14.437 $ | +7,1 % |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 309.586 $ | -886 $ | -0,3 % | 310.472 $ | ||||||||
| WESTBOURNE INVESTMENTS, INC. | 271.993 $ | -38.431 $ | -12,4 % | 310.424 $ | +63.084 $ | +25,5 % | 247.340 $ | |||||
| Huntleigh Advisors, Inc. | 309.617 $ | +48.895 $ | +18,8 % | 260.722 $ | +9.933 $ | +4,0 % | 250.789 $ | +8.008 $ | +3,3 % | |||
| Cohalo Advisory LLC | 246.030 $ | -63.474 $ | -20,5 % | 309.504 $ | +55.767 $ | +22,0 % | 253.737 $ | +106.301 $ | +72,1 % | |||
| Five Oceans Advisors | 309.301 $ | +1.724 $ | +0,6 % | 307.577 $ | +2.989 $ | +1,0 % | 304.588 $ | -211.749 $ | -41,0 % | |||
| Financial Futures Ltd Liability Co. | 307.569 $ | +53.978 $ | +21,3 % | 253.591 $ | +21.725 $ | +9,4 % | ||||||
| R. W. Roge & Company, Inc. | 307.000 $ | +44.000 $ | +16,7 % | 263.000 $ | +4.000 $ | +1,5 % | 259.000 $ | +5.000 $ | +2,0 % | |||
| Bright Futures Wealth Management, LLC. | 306.065 $ | +67.707 $ | +28,4 % | 238.358 $ | +7.661 $ | +3,3 % | 230.697 $ | +30.373 $ | +15,2 % | |||
| Rothschild Capital Partners, LLC | 304.980 $ | +119 $ | +0,0 % | 304.861 $ | ||||||||
| Horizon Family Wealth, Inc. | 304.663 $ | +47.405 $ | +18,4 % | 257.258 $ | +23.061 $ | +9,8 % | 234.197 $ | +119 $ | +0,1 % | |||
| AK GLOBAL ASSET MANAGEMENT, LLC | 303.480 $ | |||||||||||
| Lee Financial Co | 278.177 $ | -23.913 $ | -7,9 % | 302.090 $ | +4.126 $ | +1,4 % | 297.964 $ | +4.803 $ | +1,6 % | 293.161 $ | +2.017 $ | +0,7 % |
| Cushing Capital Partners, LLC | 283.788 $ | -18.301 $ | -6,1 % | 302.089 $ | +4.126 $ | +1,4 % | 297.963 $ | -2.695 $ | -0,9 % | 300.658 $ | ||
| TRUE Private Wealth Advisors | 300.229 $ | +1.738 $ | +0,6 % | |||||||||
| Fulcrum Equity Management | 299.537 $ | |||||||||||
| Core Wealth Management, Inc. | 280.957 $ | -18.119 $ | -6,1 % | 299.076 $ | +4.085 $ | +1,4 % | 294.991 $ | -2.668 $ | -0,9 % | 297.659 $ | ||
| Crescent Sterling, Ltd. | 298.298 $ | +10.424 $ | +3,6 % | 287.874 $ | ||||||||
| Annis Gardner Whiting Capital Advisors, LLC | 297.192 $ | +31.694 $ | +11,9 % | 265.498 $ | +229.806 $ | +643,9 % | ||||||
| Lionshead Wealth Management, LLC | 287.120 $ | -9.992 $ | -3,4 % | 297.112 $ | +45.397 $ | +18,0 % | 251.715 $ | -22.101 $ | -8,1 % | 273.816 $ | -5.729 $ | -2,0 % |
| Vann Equity Management LLC | 295.819 $ | |||||||||||
| BLODGETT WEALTH ADVISORS, LLC | 294.772 $ | +4.027 $ | +1,4 % | 290.745 $ | -2.630 $ | -0,9 % | 293.375 $ | +1.698 $ | +0,6 % | |||
| J. L. Bainbridge & Co., Inc. | 235.146 $ | -8.718 $ | -3,6 % | 243.864 $ | -2.695 $ | -1,1 % | 246.559 $ | -47.824 $ | -16,2 % | 294.383 $ | -835 $ | -0,3 % |
| UPTICK PARTNERS, LLC | 294.273 $ | |||||||||||
| OLD SECOND NATIONAL BANK OF AURORA | 292.320 $ | -1.044 $ | -0,4 % | 293.364 $ | -232 $ | -0,1 % | 293.596 $ | +232 $ | +0,1 % | 293.364 $ | -986 $ | -0,3 % |
| Ascension Capital Advisors, Inc. | 271.062 $ | -22.128 $ | -7,5 % | 293.190 $ | ||||||||
| LANDMARK WEALTH MANAGEMENT, INC. | 283.481 $ | -9.171 $ | -3,1 % | 292.652 $ | +5.808 $ | +2,0 % | 286.844 $ | +8.340 $ | +3,0 % | |||
| Indiana Trust & Investment Management Co | 76.391 $ | -3.948 $ | -4,9 % | 80.339 $ | -212.026 $ | -72,5 % | 292.365 $ | +212.076 $ | +264,1 % | 80.289 $ | +254 $ | +0,3 % |
| KFG WEALTH MANAGEMENT, LLC | 291.068 $ | +12.865 $ | +4,6 % | 278.203 $ | +69.882 $ | +33,5 % | ||||||
| Stonebridge Financial Planning Group, LLC | 290.789 $ | +16.608 $ | +6,1 % | 274.181 $ | ||||||||
| waypoint wealth counsel | 288.292 $ | -1.755 $ | -0,6 % | 290.047 $ | -823 $ | -0,3 % | ||||||
| Goldstone Financial Group, LLC | 289.782 $ | -822 $ | -0,3 % | |||||||||
| Squarepoint Ops LLC | 289.711 $ | |||||||||||
| Townsend & Associates, Inc | 269.719 $ | -2.482 $ | -0,9 % | 272.201 $ | -16.746 $ | -5,8 % | 288.947 $ | -5.753 $ | -2,0 % | |||
| Orca Wealth Management, LLC | 284.954 $ | -3.428 $ | -1,2 % | 288.382 $ | +2.265 $ | +0,8 % | 286.117 $ | |||||
| Roberts Wealth Advisors, LLC | 287.333 $ | +62.373 $ | +27,7 % | 224.960 $ | ||||||||
| Whitcomb & Hess, Inc. | 267.915 $ | +1.125 $ | +0,4 % | 266.790 $ | -13.977 $ | -5,0 % | 280.767 $ | -6.498 $ | -2,3 % | 287.265 $ | +1.233 $ | +0,4 % |
| Aurdan Capital Management, LLC | 286.824 $ | |||||||||||
| SAWGRASS ASSET MANAGEMENT LLC | 285.085 $ | |||||||||||
| Bayshore Capital Advisors, LLC | 280.969 $ | -805 $ | -0,3 % | 281.774 $ | -1.716 $ | -0,6 % | 283.490 $ | |||||
| Innova Wealth Partners | 265.893 $ | -17.148 $ | -6,1 % | 283.041 $ | +1.213 $ | +0,4 % | 281.828 $ | +40.830 $ | +16,9 % | 240.998 $ | -59.304 $ | -19,7 % |
| Beacon Capital Management, LLC | 282.859 $ | |||||||||||
| Herold Advisors, Inc. | 267.968 $ | +20.968 $ | +8,5 % | 247.000 $ | +2.297 $ | +0,9 % | 244.703 $ | -38.014 $ | -13,4 % | 282.717 $ | -13.315 $ | -4,5 % |
| Henrickson Nauta Wealth Advisors, Inc. | 281.749 $ | +3.848 $ | +1,4 % | 277.901 $ | ||||||||
| Broussard Financial Group LLC | 281.426 $ | +3.844 $ | +1,4 % | 277.582 $ | -2.511 $ | -0,9 % | 280.093 $ | |||||
| Ellenbecker Investment Group | 269.329 $ | -11.977 $ | -4,3 % | 281.306 $ | -26.939 $ | -8,7 % | ||||||
| CVFG LLC | 280.965 $ | +3.837 $ | +1,4 % | 277.128 $ | ||||||||
| COMPASS CAPITAL CORP /MA/ /ADV | 280.258 $ | +17.366 $ | +6,6 % | 262.892 $ | -6.898 $ | -2,6 % | 269.790 $ | |||||
| Leelyn Smith, LLC | 277.901 $ | |||||||||||
| Bank Julius Baer & Co. Ltd, Zurich | 276.724 $ | -492.210 $ | -64,0 % | |||||||||
| Baldwin Investment Management, LLC | 276.358 $ | |||||||||||
| Latitude Advisors, LLC | 276.330 $ | |||||||||||
| HERBST GROUP, LLC | 276.306 $ | |||||||||||
| Trail Ridge Investment Advisors, LLC | 276.104 $ | |||||||||||
| CAPITAL ADVISORS INC/OK | 273.355 $ | -2.676 $ | -1,0 % | 276.031 $ | +75.735 $ | +37,8 % | 200.296 $ | |||||
| AlphaCentric Advisors LLC | 275.655 $ | +13.326 $ | +5,1 % | 262.329 $ | +27.862 $ | +11,9 % | 234.467 $ | |||||
| C2C Wealth Management, LLC | 266.498 $ | -6.139 $ | -2,3 % | 272.637 $ | -780 $ | -0,3 % | 273.417 $ | -1.665 $ | -0,6 % | 275.082 $ | -780 $ | -0,3 % |
| VIRTUE ASSET MANAGEMENT LLC | 274.930 $ | +21.314 $ | +8,4 % | 253.616 $ | +3.432 $ | +1,4 % | 250.184 $ | -2.640 $ | -1,0 % | 252.824 $ | ||
| Godfrey Financial Associates, Inc. | 274.076 $ | +21.104 $ | +8,3 % | 252.972 $ | +51.571 $ | +25,6 % | 201.401 $ | |||||
| D.B. Root & Company, LLC | 273.918 $ | -187.708 $ | -40,7 % | |||||||||
| Westwood Wealth Management | 273.816 $ | |||||||||||
| Tripletail Wealth Management, LLC | 273.041 $ | +10.593 $ | +4,0 % | 262.448 $ | +225.774 $ | +615,6 % | ||||||
| GTS FINANCIAL, LLC | 272.795 $ | |||||||||||
| Warwick Investment Management, Inc. | 271.525 $ | |||||||||||
| a16z Perennial Management, L.P. | 271.484 $ | +3.673 $ | +1,4 % | 267.811 $ | ||||||||
| Accelerate Investment Advisors LLC | 271.471 $ | +63.106 $ | +30,3 % | 208.365 $ | ||||||||
| Endowment Wealth Management, Inc. | 271.431 $ | +10.206 $ | +3,9 % | 261.225 $ | +55.884 $ | +27,2 % | 205.341 $ | |||||
| PLIMOTH TRUST CO LLC | 268.706 $ | -770 $ | -0,3 % | 269.476 $ | -1.640 $ | -0,6 % | 271.116 $ | -769 $ | -0,3 % | |||
| Concorde Asset Management, LLC | 270.463 $ | +52.969 $ | +24,4 % | 217.494 $ | ||||||||
| Mission Creek Capital Partners, Inc. | 269.966 $ | +1.548 $ | +0,6 % | 268.418 $ | +2.633 $ | +1,0 % | 265.785 $ | -147.546 $ | -35,7 % | |||
| Provident Wealth Management, LLC | 269.696 $ | |||||||||||
| Pine Harbor Wealth Management, LLC | 269.132 $ | +1.900 $ | +0,7 % | 267.232 $ | +6.528 $ | +2,5 % | 260.704 $ | +5.174 $ | +2,0 % | |||
| V. M. MANNING & CO., INC. | 267.775 $ | |||||||||||
| Whipplewood Advisors, LLC | 263.816 $ | -3.782 $ | -1,4 % | 267.598 $ | +20.307 $ | +8,2 % | 247.291 $ | +337 $ | +0,1 % | 246.954 $ | +1.551 $ | +0,6 % |
| LIBERTY WEALTH MANAGEMENT LLC | 267.324 $ | +0 $ | +0,0 % | 267.324 $ | ||||||||
| Cornerstone Wealth Group, LLC | 265.405 $ | -330.979 $ | -55,5 % | |||||||||
| Black Maple Capital Management LP | 262.050 $ | -750 $ | -0,3 % | 262.800 $ | -1.600 $ | -0,6 % | 264.400 $ | -750 $ | -0,3 % | |||
| TOMPKINS FINANCIAL CORP | 264.321 $ | +41.275 $ | +18,5 % | 223.046 $ | +142.029 $ | +175,3 % | 81.017 $ | -1.326 $ | -1,6 % | 82.343 $ | +331 $ | +0,4 % |
| Mosley Wealth Management | 264.035 $ | +251.947 $ | +2.084,3 % | 12.088 $ | -47.830 $ | -79,8 % | 59.918 $ | |||||
| PERSONAL CFO SOLUTIONS, LLC | 262.869 $ | |||||||||||
| Integrity Financial Corp /WA | 106.006 $ | -1.398 $ | -1,3 % | 107.404 $ | -155.115 $ | -59,1 % | 262.519 $ | +66.093 $ | +33,6 % | |||
| KW WEALTH MANAGEMENT LLC | 261.784 $ | -15.306 $ | -5,5 % | |||||||||
| Meridian Wealth Advisors, LLC | 260.225 $ | +3.554 $ | +1,4 % | 256.671 $ | ||||||||
| Richardson Capital Management LLC | 256.914 $ | -735 $ | -0,3 % | 257.649 $ | -1.569 $ | -0,6 % | 259.218 $ | -735 $ | -0,3 % | |||
| KOM Wealth Management Group, LLC | 257.172 $ | -1.450 $ | -0,6 % | 258.622 $ | ||||||||
| EXCALIBUR MANAGEMENT CORP | 258.611 $ | |||||||||||
| LARCH CAPITAL PARTNERS LLC | 258.073 $ | +3.525 $ | +1,4 % | 254.548 $ | ||||||||
| Ramsay, Stattman, Vela & Price, Inc. | 257.992 $ | +2.531 $ | +1,0 % | 255.461 $ | -6.043 $ | -2,3 % | ||||||
| Jones Kertz & Associates, Inc. | 257.958 $ | +34.572 $ | +15,5 % | 223.386 $ | +176 $ | +0,1 % | 223.210 $ | |||||
| CWC Advisors, LLC. | 255.519 $ | -1.623 $ | -0,6 % | 257.142 $ | ||||||||
| VISIONARY HORIZONS, LLC | 256.904 $ | -202.972 $ | -44,1 % | |||||||||
| VANGUARD ADVISERS INC | 256.788 $ | +30.915 $ | +13,7 % | 225.873 $ | ||||||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 228.153 $ | -28.622 $ | -11,1 % | 256.775 $ | +223.250 $ | +665,9 % | 33.525 $ | +194 $ | +0,6 % | |||
| RCW Management, LLC | 256.390 $ | -203 $ | -0,1 % | 256.593 $ | +203 $ | +0,1 % | 256.390 $ | |||||
| Serenus Wealth Advisors, LLC | 256.036 $ | -202 $ | -0,1 % | 256.238 $ | +202 $ | +0,1 % | 256.036 $ | -487.198 $ | -65,6 % | |||
| Ferguson Johnson Wealth Management Inc | 256.000 $ | |||||||||||
| Team Financial Group, LLC | 247.554 $ | -7.056 $ | -2,8 % | 254.610 $ | -1.342 $ | -0,5 % | 255.952 $ | +2.754 $ | +1,1 % | |||
| Abacus Wealth Partners, LLC | 230.408 $ | -25.479 $ | -10,0 % | 255.887 $ | ||||||||
| Sun Group Wealth Partners | 253.558 $ | |||||||||||
| MLP3, LLC | 253.100 $ | +200 $ | +0,1 % | 252.900 $ | ||||||||
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 251.616 $ | +3.437 $ | +1,4 % | 248.179 $ | -2.244 $ | -0,9 % | 250.423 $ | |||||
| Baltimore-Washington Financial Advisors, Inc. | 250.841 $ | |||||||||||
| Archvest Wealth Advisors, Inc. | 250.727 $ | +1.439 $ | +0,6 % | 249.288 $ | +9.271 $ | +3,9 % | 240.017 $ | -4.510 $ | -1,8 % | |||
| Focused Wealth Management, Inc | 250.443 $ | +4.415 $ | +1,8 % | 246.028 $ | -1.562 $ | -0,6 % | 247.590 $ | +2.746 $ | +1,1 % | |||
| Thomasville National Bank | 250.001 $ | +1.292 $ | +0,5 % | 248.709 $ | ||||||||
| Bensler, LLC | 249.787 $ | +40.035 $ | +19,1 % | 209.752 $ | ||||||||
| WMG Financial Advisors, LLC | 200.206 $ | -49.320 $ | -19,8 % | 249.526 $ | -249.812 $ | -50,0 % | ||||||
| MIRAMONTES CAPITAL, LLC | 244.427 $ | -5.015 $ | -2,0 % | 249.442 $ | ||||||||
| Novak & Powell Financial Services, Inc. | 248.980 $ | +39.319 $ | +18,8 % | 209.661 $ | ||||||||
| Summit Financial Consulting LLC | 224.341 $ | +9.531 $ | +4,4 % | 214.810 $ | -4.390 $ | -2,0 % | 219.200 $ | -29.295 $ | -11,8 % | 248.495 $ | +15.921 $ | +6,8 % |
| Legacy Advisors, LLC | 248.058 $ | |||||||||||
| Purkiss Capital Advisors LLC | 247.223 $ | |||||||||||
| Brick & Kyle, Associates | 247.139 $ | +0 $ | +0,0 % | 247.139 $ | ||||||||
| Turning Point Benefit Group, Inc. | 246.789 $ | +114.844 $ | +87,0 % | 131.945 $ | -16.154 $ | -10,9 % | ||||||
| Strategic Financial Concepts, LLC | 246.619 $ | +28.188 $ | +12,9 % | 218.431 $ | -3.197.241 $ | -93,6 % | ||||||
| Manchester Capital Management LLC | 245.715 $ | +39.968 $ | +19,4 % | 205.747 $ | +1.926 $ | +0,9 % | 203.821 $ | +179.126 $ | +725,4 % | 24.695 $ | ||
| Integrated Wealth Management | 245.181 $ | |||||||||||
| FORTRESS FINANCIAL GROUP, LLC | 229.497 $ | -14.800 $ | -6,1 % | 244.297 $ | +3.337 $ | +1,4 % | 240.960 $ | -2.180 $ | -0,9 % | 243.140 $ | +1.408 $ | +0,6 % |
| PFG Private Wealth Management, LLC | 243.899 $ | -5.394.080 $ | -95,7 % | |||||||||
| OneAscent Family Office, LLC | 242.575 $ | +3.313 $ | +1,4 % | 239.262 $ | +24.185 $ | +11,2 % | 215.077 $ | +1.245 $ | +0,6 % | |||
| HHM Wealth Advisors, LLC | 242.207 $ | +126.943 $ | +110,1 % | 115.264 $ | +50.263 $ | +77,3 % | 65.001 $ | -11.278 $ | -14,8 % | |||
| Second Half Financial Partners, LLC | 241.340 $ | +40.957 $ | +20,4 % | 200.383 $ | ||||||||
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | 241.223 $ | |||||||||||
| Forthright Family Wealth Advisory LLC | 240.617 $ | |||||||||||
| MIDDLETON & CO INC/MA | 237.098 $ | -1.444 $ | -0,6 % | 238.542 $ | -676 $ | -0,3 % | ||||||
| Sound Income Strategies, LLC | 207.484 $ | -31.048 $ | -13,0 % | 238.532 $ | +18.047 $ | +8,2 % | 220.485 $ | -79.944 $ | -26,6 % | |||
| Harbour Trust & Investment Management Co | 224.495 $ | +3.066 $ | +1,4 % | 221.429 $ | -16.998 $ | -7,1 % | 238.427 $ | +6.705 $ | +2,9 % | |||
| Troutman Wealth Management, LLC | 237.346 $ | +1.467 $ | +0,6 % | 235.879 $ | +981 $ | +0,4 % | 234.898 $ | |||||
| Wheelhouse Advisory Group LLC | 211.831 $ | -24.457 $ | -10,4 % | 236.288 $ | -88.060 $ | -27,1 % | ||||||
| Tribridge Partners Financial LLC | 235.529 $ | +2.473 $ | +1,1 % | 233.056 $ | ||||||||
| Canal Capital Management, LLC | 233.461 $ | -1.984 $ | -0,8 % | 235.445 $ | ||||||||
| FIDUCIENT ADVISORS LLC | 234.719 $ | +3.206 $ | +1,4 % | 231.513 $ | -2.094 $ | -0,9 % | 233.607 $ | +13.812 $ | +6,3 % | |||
| Castleview Partners, LLC | 232.881 $ | -1.642 $ | -0,7 % | 234.523 $ | ||||||||
| John W. Brooker & Co., CPAs | 234.177 $ | |||||||||||
| Stonehearth Capital Management, LLC | 221.578 $ | -9.375 $ | -4,1 % | 230.953 $ | -2.683 $ | -1,1 % | 233.636 $ | +6.991 $ | +3,1 % | 226.645 $ | ||
| M1 Capital Management LLC | 208.238 $ | -25.323 $ | -10,8 % | 233.561 $ | +185 $ | +0,1 % | 233.376 $ | -785 $ | -0,3 % | |||
| GAMCO INVESTORS, INC. ET AL | 216.284 $ | -17.181 $ | -7,4 % | 233.465 $ | -662 $ | -0,3 % | ||||||
| Traynor Capital Management, Inc. | 222.024 $ | -11.428 $ | -4,9 % | 233.452 $ | -108.333 $ | -31,7 % | ||||||
| S.E.E.D. Planning Group LLC | 233.339 $ | |||||||||||
| NOVUS ADVISORS, LLC | 233.213 $ | +3.186 $ | +1,4 % | 230.027 $ | -2.080 $ | -0,9 % | 232.107 $ | +1.343 $ | +0,6 % | |||
| PEDDOCK CAPITAL ADVISORS, LLC | 232.943 $ | -23.079 $ | -9,0 % | |||||||||
| Fearless Solutions, LLC dba Best Invest | 218.477 $ | -14.090 $ | -6,1 % | 232.567 $ | +3.177 $ | +1,4 % | 229.390 $ | -2.075 $ | -0,9 % | 231.465 $ | -25.282 $ | -9,8 % |
| Clarity Wealth Development LLC | 225.894 $ | -1.585 $ | -0,7 % | 227.479 $ | -4.950 $ | -2,1 % | 232.429 $ | -94 $ | -0,0 % | |||
| Ergawealth Advisors, Inc. | 232.260 $ | -456 $ | -0,2 % | |||||||||
| Freedom Financial Partners LLC | 231.535 $ | +7.873 $ | +3,5 % | |||||||||
| Blue Sky Capital Consultants Group, Inc. | 231.127 $ | |||||||||||
| HF Advisory Group, LLC | 207.505 $ | +2.330 $ | +1,1 % | 205.175 $ | -4.346 $ | -2,1 % | 209.521 $ | -21.299 $ | -9,2 % | 230.820 $ | +6.654 $ | +3,0 % |
| Carrera Capital Advisors | 230.724 $ | +4.957 $ | +2,2 % | 225.767 $ | +550 $ | +0,2 % | 225.217 $ | +3.670 $ | +1,7 % | |||
| WOLFF WIESE MAGANA LLC | 213.979 $ | -12.855 $ | -5,7 % | 226.834 $ | +1.512 $ | +0,7 % | 225.322 $ | -5.174 $ | -2,2 % | 230.496 $ | -8.832 $ | -3,7 % |
| Piscataqua Savings Bank | 224.496 $ | -5.173 $ | -2,3 % | 229.669 $ | +214.795 $ | +1.444,1 % | 14.874 $ | -91 $ | -0,6 % | 14.965 $ | ||
| PATTEN & PATTEN INC/TN | 229.215 $ | -47.127 $ | -17,1 % | |||||||||
| McGlone Suttner Wealth Management, Inc. | 228.930 $ | -768 $ | -0,3 % | |||||||||
| NovaPoint Capital, LLC | 223.465 $ | -5.147 $ | -2,3 % | 228.612 $ | -2.705 $ | -1,2 % | ||||||
| BEACON INVESTMENT ADVISORS LLC | 225.595 $ | +327 $ | +0,1 % | 225.268 $ | -3.011 $ | -1,3 % | 228.279 $ | +839 $ | +0,4 % | |||
| Rockport Wealth LLC | 227.185 $ | |||||||||||
| Palisade Asset Management, LLC | 226.688 $ | +1.263 $ | +0,6 % | 225.425 $ | +2.212 $ | +1,0 % | 223.213 $ | -351.717 $ | -61,2 % | |||
| Gilbert & Cook, Inc. | 226.168 $ | -247.056 $ | -52,2 % | |||||||||
| MATAURO, LLC | 226.099 $ | |||||||||||
| Pacifica Partners Inc. | 146.943 $ | -78.693 $ | -34,9 % | 225.636 $ | +2.827 $ | +1,3 % | 222.809 $ | -2.288 $ | -1,0 % | 225.097 $ | +1.788 $ | +0,8 % |
| Intelligence Driven Advisers, LLC | 225.071 $ | |||||||||||
| Capital Investment Management, Inc. | 224.428 $ | +1.399 $ | +0,6 % | 223.029 $ | ||||||||
| Legacy PCG, LLC | 223.474 $ | -5.279 $ | -2,3 % | |||||||||
| POSTROCK PARTNERS LLC | 223.312 $ | +3.051 $ | +1,4 % | 220.261 $ | -1.992 $ | -0,9 % | 222.253 $ | +1.286 $ | +0,6 % | |||
| Diversified Trust Co | 209.586 $ | -12.479 $ | -5,6 % | 222.065 $ | ||||||||
| Evelyn Partners Asset Management Ltd | 221.854 $ | |||||||||||
| Portland Financial Advisors Inc | 219.598 $ | -628 $ | -0,3 % | 220.226 $ | -1.341 $ | -0,6 % | 221.567 $ | -629 $ | -0,3 % | |||
| Golden Bell Financial Planning LLC | 221.471 $ | +1.335 $ | +0,6 % | 220.136 $ | +2.159 $ | +1,0 % | 217.977 $ | +821 $ | +0,4 % | |||
| Portfolio Strategies, Inc. | 221.159 $ | +175 $ | +0,1 % | 220.984 $ | -11.857 $ | -5,1 % | ||||||
| Blom & Howell Financial Planning, Inc. | 220.651 $ | +3.905 $ | +1,8 % | 216.746 $ | -1.259 $ | -0,6 % | 218.005 $ | |||||
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 220.371 $ | +20.275 $ | +10,1 % | 200.096 $ | ||||||||
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 211.171 $ | -6.890 $ | -3,2 % | 218.061 $ | +5.970 $ | +2,8 % | ||||||
| JM2 Capital Inc. | 216.902 $ | -872 $ | -0,4 % | 217.774 $ | ||||||||
| NATURAL INVESTMENTS, LLC | 217.000 $ | |||||||||||
| Hurley Capital, LLC | 216.237 $ | +40.586 $ | +23,1 % | 175.651 $ | -1.055 $ | -0,6 % | 176.706 $ | +7.710 $ | +4,6 % | |||
| NFSG Corp | 132.451 $ | -32.010 $ | -19,5 % | 164.461 $ | -315 $ | -0,2 % | 164.776 $ | -51.317 $ | -23,7 % | 216.093 $ | -21.300 $ | -9,0 % |
| Sherman Asset Management, Inc. | 215.804 $ | +2.920 $ | +1,4 % | 212.884 $ | -2.246 $ | -1,0 % | 215.130 $ | +1.573 $ | +0,7 % | |||
| Cornerstone Wealth, LLC/TN | 212.168 $ | -3.164 $ | -1,5 % | 215.332 $ | ||||||||
| VeraBank, N.A. | 215.240 $ | +2.940 $ | +1,4 % | 212.300 $ | -1.920 $ | -0,9 % | 214.220 $ | +1.240 $ | +0,6 % | |||
| Avise Financial Cooperative, Inc. | 213.482 $ | +1.749 $ | +0,8 % | 211.733 $ | +240 $ | +0,1 % | 211.493 $ | |||||
| CBIZ Investment Advisory Services, LLC | 212.920 $ | +0 $ | +0,0 % | 212.920 $ | +1.484 $ | +0,7 % | 211.436 $ | +132.403 $ | +167,5 % | |||
| Simmons Bank | 212.442 $ | +2.902 $ | +1,4 % | 209.540 $ | -1.895 $ | -0,9 % | 211.435 $ | |||||
| Cerity Partners Retirement Plan Advisors LLC | 212.243 $ | |||||||||||
| One Wealth Management Investment & Advisory Services, LLC | 211.789 $ | |||||||||||
| Ipswich Investment Management Co., Inc. | 204.920 $ | -4.720 $ | -2,3 % | 209.640 $ | -600 $ | -0,3 % | 210.240 $ | -1.280 $ | -0,6 % | 211.520 $ | -600 $ | -0,3 % |
| CIM, LLC | 210.833 $ | |||||||||||
| Adirondack Capital Advisors, LLC | 209.828 $ | |||||||||||
| Veltria Advisors Corp. | 209.213 $ | +1.652 $ | +0,8 % | 207.561 $ | -1.866 $ | -0,9 % | 209.427 $ | +2.410 $ | +1,2 % | |||
| Martin Capital Advisors, LLP | 202.871 $ | -4.673 $ | -2,3 % | 207.544 $ | -594 $ | -0,3 % | 208.138 $ | -1.267 $ | -0,6 % | 209.405 $ | -594 $ | -0,3 % |
| PARTNERS WEALTH MANAGEMENT, LLC | 209.167 $ | +1.211 $ | +0,6 % | |||||||||
| BLUEDOOR PRIVATE WEALTH, LLC | 209.162 $ | |||||||||||
| Mosaic Advisors LLC | 208.942 $ | |||||||||||
| LongView Asset Management LLC | 207.144 $ | |||||||||||
| Auour Investments LLC | 206.800 $ | |||||||||||
| Idaho Trust Co | 206.721 $ | -58.438 $ | -22,0 % | |||||||||
| E-Wealth Partners, LLC | 206.601 $ | |||||||||||
| QP WEALTH MANAGEMENT, LLC | 205.651 $ | |||||||||||
| CULBERTSON A N & CO INC | 204.622 $ | |||||||||||
| NorthCrest Asset Manangement, LLC | 203.485 $ | |||||||||||
| ATLas Financial Planning LLC | 203.310 $ | |||||||||||
| Trust Point Inc. | 203.187 $ | |||||||||||
| Valpey Financial Services, LLC | 200.872 $ | +291 $ | +0,1 % | 200.581 $ | +277 $ | +0,1 % | 200.304 $ | |||||
| Horizon Investment Services, LLC | 200.151 $ | -1.893 $ | -0,9 % | |||||||||
| Byrne Asset Management LLC | 92.981 $ | -106.810 $ | -53,5 % | 199.791 $ | -158 $ | -0,1 % | 199.949 $ | |||||
| Jackson, Grant Investment Advisers, Inc. | 193.070 $ | +119.826 $ | +163,6 % | 73.244 $ | -662 $ | -0,9 % | 73.906 $ | |||||
| Bernard Wealth Management Corp. | 132.837 $ | -19.056 $ | -12,5 % | 151.893 $ | -38.711 $ | -20,3 % | 190.604 $ | +22.041 $ | +13,1 % | |||
| Millstone Evans Group, LLC | 185.461 $ | +2.574 $ | +1,4 % | 182.887 $ | +622 $ | +0,3 % | 182.265 $ | +29.005 $ | +18,9 % | |||
| MPWM ADVISORY SOLUTIONS, LLC | 184.507 $ | +6.858 $ | +3,9 % | 177.649 $ | +259 $ | +0,1 % | 177.390 $ | +54.008 $ | +43,8 % | |||
| Measured Wealth Private Client Group, LLC | 18.188 $ | -163.859 $ | -90,0 % | 182.047 $ | -2.091 $ | -1,1 % | 184.138 $ | +166.141 $ | +923,2 % | |||
| Three Bearings Fiduciary Advisors, Inc. | 183.145 $ | +827 $ | +0,5 % | 182.318 $ | +14.085 $ | +8,4 % | 168.233 $ | |||||
| Institute for Wealth Management, LLC. | 181.744 $ | |||||||||||
| WINNACLE WEALTH LLC | 175.695 $ | -19.941 $ | -10,2 % | |||||||||
| Avalon Trust Co | 171.821 $ | -136 $ | -0,1 % | 171.957 $ | +136 $ | +0,1 % | 171.821 $ | -36.102 $ | -17,4 % | |||
| Quest 10 Wealth Builders, Inc. | 163.564 $ | +2.068 $ | +1,3 % | 161.496 $ | -9.659 $ | -5,6 % | 171.155 $ | +2.968 $ | +1,8 % | |||
| Rice Partnership, LLC | 76.595 $ | -72.877 $ | -48,8 % | 149.472 $ | -20.015 $ | -11,8 % | 169.487 $ | -59.557 $ | -26,0 % | |||
| Forum Finance Group S.A. | 166.000 $ | +2.000 $ | +1,2 % | 164.000 $ | ||||||||
| ROSS\JOHNSON & Associates LLC | 165.950 $ | +2.267 $ | +1,4 % | 163.683 $ | -1.481 $ | -0,9 % | 165.164 $ | +956 $ | +0,6 % | |||
| GW&K Investment Management, LLC | 163.000 $ | +16.000 $ | +10,9 % | 147.000 $ | -1.000 $ | -0,7 % | 148.000 $ | +2.000 $ | +1,4 % | |||
| Turim 21 Investimentos Ltda. | 162.937 $ | +2.226 $ | +1,4 % | 160.711 $ | ||||||||
| CHILTON CAPITAL MANAGEMENT LLC | 25.291 $ | -29.377 $ | -53,7 % | 54.668 $ | -107.838 $ | -66,4 % | 162.506 $ | +152.389 $ | +1.506,3 % | |||
| Knights of Columbus Asset Advisors LLC | 160.263 $ | +127 $ | +0,1 % | 160.136 $ | -538 $ | -0,3 % | ||||||
| Hanson & Doremus Investment Management | 158.000 $ | +5.000 $ | +3,3 % | 153.000 $ | +1.000 $ | +0,7 % | 152.000 $ | +2.000 $ | +1,3 % | 150.000 $ | -4.000 $ | -2,6 % |
| WOLVERINE ASSET MANAGEMENT LLC | 154.554 $ | |||||||||||
| Intesa Sanpaolo Wealth Management | 151.740 $ | -120 $ | -0,1 % | 151.860 $ | +120 $ | +0,1 % | 151.740 $ | |||||
| HOWE & RUSLING INC | 147.762 $ | +63.918 $ | +76,2 % | 83.844 $ | -2.996 $ | -3,5 % | 86.840 $ | +66.219 $ | +321,1 % | |||
| Sunrise Financial Services, LLC | 75.037 $ | -607 $ | -0,8 % | 75.644 $ | -70.784 $ | -48,3 % | 146.428 $ | +134.545 $ | +1.132,2 % | 11.883 $ | ||
| WFA of San Diego, LLC | 128.972 $ | -15.762 $ | -10,9 % | 144.734 $ | +861 $ | +0,6 % | ||||||
| RICHARDSON FINANCIAL SERVICES INC. | 98.495 $ | -12.820 $ | -11,5 % | 111.315 $ | -32.434 $ | -22,6 % | 143.749 $ | -23.010 $ | -13,8 % | |||
| First Pacific Financial | 31.116 $ | -209 $ | -0,7 % | 31.325 $ | -111.906 $ | -78,1 % | 143.231 $ | +112.401 $ | +364,6 % | 30.830 $ | -2.333 $ | -7,0 % |
| Reyes Financial Architecture, Inc. | 136.044 $ | -2.792 $ | -2,0 % | 138.836 $ | -4.221 $ | -3,0 % | 143.057 $ | |||||
| LOGAN CAPITAL MANAGEMENT INC | 141.469 $ | +14.415 $ | +11,3 % | |||||||||
| Virginia Estate & Retirement Planning Advisors Inc. | 140.768 $ | |||||||||||
| Planning Strategies Inc. | 136.599 $ | +57.224 $ | +72,1 % | 79.375 $ | ||||||||
| Anchor Investment Management, LLC | 135.610 $ | +2.122 $ | +1,6 % | 133.488 $ | +16.227 $ | +13,8 % | 117.261 $ | +218 $ | +0,2 % | |||
| GGM Financial LLC | 135.458 $ | +758 $ | +0,6 % | 134.700 $ | +3.869 $ | +3,0 % | 130.831 $ | +30.559 $ | +30,5 % | |||
| Bravera Wealth | 131.942 $ | +1.802 $ | +1,4 % | 130.140 $ | -1.177 $ | -0,9 % | 131.317 $ | |||||
| TOP Private Wealth LLC. | 130.243 $ | |||||||||||
| BARD ASSOCIATES INC | 87.148 $ | -8.025 $ | -8,4 % | 95.173 $ | -34.242 $ | -26,5 % | 129.415 $ | -73.107 $ | -36,1 % | |||
| Marathon Trading Investment Management LLC | 129.144 $ | +1.764 $ | +1,4 % | 127.380 $ | -1.152 $ | -0,9 % | 128.532 $ | -105.746 $ | -45,1 % | |||
| Cornerstone Financial Management LLC | 127.099 $ | +43 $ | +0,0 % | 127.056 $ | +85 $ | +0,1 % | 126.971 $ | |||||
| Canton Hathaway, LLC | 126.992 $ | +105.762 $ | +498,2 % | 21.230 $ | ||||||||
| GILPIN WEALTH MANAGEMENT, LLC | 124.219 $ | +12.153 $ | +10,8 % | 112.066 $ | +72.236 $ | +181,4 % | 39.830 $ | +7.618 $ | +23,6 % | 32.212 $ | ||
| Cassaday & Co Wealth Management LLC | 70.083 $ | -50.972 $ | -42,1 % | 121.055 $ | ||||||||
| New Millennium Group LLC | 118.785 $ | -2.590 $ | -2,1 % | |||||||||
| Torren Management, LLC | 53.960 $ | -62.136 $ | -53,5 % | 116.096 $ | +69.393 $ | +148,6 % | 46.703 $ | |||||
| Gould Capital, LLC | 115.476 $ | +1.577 $ | +1,4 % | 113.899 $ | +37.101 $ | +48,3 % | 76.798 $ | +4.704 $ | +6,5 % | |||
| Strengthening Families & Communities, LLC | 113.218 $ | +13.679 $ | +13,7 % | 99.539 $ | +600 $ | +0,6 % | 98.939 $ | -343.338 $ | -77,6 % | |||
| Pandora Wealth, Inc. | 109.285 $ | +613 $ | +0,6 % | |||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 108.709 $ | |||||||||||
| NI ACQUISITIONS COMPANY, LLC | 108.433 $ | |||||||||||
| NorthAvenue LLC | 31.917 $ | +604 $ | +1,9 % | 31.313 $ | -73.808 $ | -70,2 % | 105.121 $ | |||||
| NOMURA ASSET MANAGEMENT CO LTD | 104.895 $ | |||||||||||
| Financial Network Wealth Advisors LLC | 84.904 $ | -9.182 $ | -9,8 % | 94.086 $ | -10.196 $ | -9,8 % | 104.282 $ | +24 $ | +0,0 % | |||
| Steigerwald, Gordon & Koch Inc. | 102.304 $ | -293 $ | -0,3 % | 102.597 $ | -625 $ | -0,6 % | 103.222 $ | -6.921 $ | -6,3 % | |||
| Minot DeBlois Advisors LLC | 102.519 $ | +571 $ | +0,6 % | 101.948 $ | +1.000 $ | +1,0 % | 100.948 $ | -2.388 $ | -2,3 % | |||
| Privatperson | 97.000 $ | +14.000 $ | +16,9 % | 83.000 $ | +0 $ | +0,0 % | 83.000 $ | +2.000 $ | +2,5 % | |||
| Wealth Watch Advisors, INC | 96.133 $ | +37.746 $ | +64,6 % | |||||||||
| High Note Wealth, LLC | 26.859 $ | -62.833 $ | -70,1 % | 89.692 $ | -546 $ | -0,6 % | 90.238 $ | -256 $ | -0,3 % | |||
| PlanVest Financial, Inc | 87.946 $ | -534 $ | -0,6 % | 88.480 $ | ||||||||
| New Republic Capital, LLC | 81.688 $ | -5.928 $ | -6,8 % | 87.616 $ | -298 $ | -0,3 % | 87.914 $ | +75.462 $ | +606,0 % | |||
| Ankerstar Wealth, LLC | 14.871 $ | -8.920 $ | -37,5 % | 23.791 $ | -62.802 $ | -72,5 % | 86.593 $ | |||||
| ESL Trust Services, LLC | 71.029 $ | +970 $ | +1,4 % | 70.059 $ | -16.486 $ | -19,0 % | 86.545 $ | |||||
| Litman Gregory Wealth Management LLC | 85.688 $ | |||||||||||
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 40.145 $ | -3.635 $ | -8,3 % | 43.780 $ | -39.359 $ | -47,3 % | 83.139 $ | -2.219 $ | -2,6 % | 85.358 $ | +6.153 $ | +7,8 % |
| Harbor Asset Planning, Inc. | 85.193 $ | +1.336 $ | +1,6 % | 83.857 $ | -411 $ | -0,5 % | 84.268 $ | +1.181 $ | +1,4 % | |||
| Angeles Investment Advisors, LLC | 79.364 $ | -5.118 $ | -6,1 % | 84.482 $ | +1.154 $ | +1,4 % | 83.328 $ | |||||
| Clark Wealth Partners | 83.846 $ | -204 $ | -0,2 % | 84.050 $ | +572 $ | +0,7 % | 83.478 $ | +587 $ | +0,7 % | 82.891 $ | +0 $ | +0,0 % |
| CKW FINANCIAL GROUP | 83.000 $ | +1.000 $ | +1,2 % | 82.000 $ | -1.000 $ | -1,2 % | 83.000 $ | +0 $ | +0,0 % | |||
| Bank of New Hampshire | 78.400 $ | -3.360 $ | -4,1 % | 81.760 $ | +39.934 $ | +95,5 % | 41.826 $ | +3.113 $ | +8,0 % | 38.713 $ | -156 $ | -0,4 % |
| TOTH FINANCIAL ADVISORY CORP | 45.698 $ | -2.947 $ | -6,1 % | 48.645 $ | -31.817 $ | -39,5 % | 80.462 $ | -728 $ | -0,9 % | 81.190 $ | +790 $ | +1,0 % |
| HFM Investment Advisors, LLC | 73.753 $ | -6.377 $ | -8,0 % | 80.130 $ | +1.907 $ | +2,4 % | 78.223 $ | -7.854 $ | -9,1 % | |||
| Community Financial Services Group, LLC | 10.522 $ | -68.679 $ | -86,7 % | 79.201 $ | +5.827 $ | +7,9 % | 73.374 $ | |||||
| Register Financial Advisors LLC | 76.394 $ | +13.642 $ | +21,7 % | 62.752 $ | +12.930 $ | +26,0 % | 49.822 $ | +409 $ | +0,8 % | |||
| STRATEGIC ADVISORY PARTNERS, LLC | 75.260 $ | |||||||||||
| Hyposwiss Advisors SA | 62.787 $ | -180 $ | -0,3 % | 62.967 $ | -9.902 $ | -13,6 % | 72.869 $ | |||||
| Red Tortoise LLC | 72.110 $ | -268 $ | -0,4 % | 72.378 $ | +1.180 $ | +1,7 % | ||||||
| CITY HOLDING CO | 47.110 $ | -23.590 $ | -33,4 % | 70.700 $ | +40.551 $ | +134,5 % | 30.149 $ | +537 $ | +1,8 % | 29.612 $ | -78 $ | -0,3 % |
| HANTZ FINANCIAL SERVICES, INC. | 60.000 $ | +8.000 $ | +15,4 % | 52.000 $ | -18.000 $ | -25,7 % | 70.000 $ | +35.000 $ | +100,0 % | |||
| Mechanics Financial Corp | 69.200 $ | +946 $ | +1,4 % | 68.254 $ | -618 $ | -0,9 % | 68.872 $ | +399 $ | +0,6 % | |||
| Basepoint Wealth LLC | 69.163 $ | +1.486 $ | +2,2 % | 67.677 $ | +14.705 $ | +27,8 % | 52.972 $ | |||||
| Capital Advisor Network LLC | 69.116 $ | +5.330 $ | +8,4 % | 63.786 $ | ||||||||
| Glassman Wealth Services | 67.955 $ | +10.732 $ | +18,8 % | 57.223 $ | +2.180 $ | +4,0 % | 55.043 $ | +1.757 $ | +3,3 % | |||
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 66.613 $ | -140 $ | -0,2 % | 66.753 $ | -635 $ | -0,9 % | 67.388 $ | -115 $ | -0,2 % | |||
| American Wealth Advisors, LLC | 66.993 $ | -11.669 $ | -14,8 % | |||||||||
| Nemes Rush Group LLC | 42.725 $ | +583 $ | +1,4 % | 42.142 $ | -24.468 $ | -36,7 % | 66.610 $ | +24.333 $ | +57,6 % | |||
| QUADRANT CAPITAL GROUP LLC | 66.269 $ | |||||||||||
| Security National Bank | 65.250 $ | -187 $ | -0,3 % | 65.437 $ | -399 $ | -0,6 % | 65.836 $ | -186 $ | -0,3 % | |||
| EQ WEALTH ADVISORS, LLC | 65.173 $ | |||||||||||
| BankChampaign, National Association | 63.218 $ | -1.456 $ | -2,3 % | 64.674 $ | -185 $ | -0,3 % | 64.859 $ | +14.517 $ | +28,8 % | 50.342 $ | ||
| Murphy & Mullick Capital Management Corp | 50.281 $ | -12.007 $ | -19,3 % | 62.288 $ | +611 $ | +1,0 % | 61.677 $ | -1.459 $ | -2,3 % | |||
| SITTNER & NELSON, LLC | 61.723 $ | +2.741 $ | +4,6 % | 58.982 $ | -2.819 $ | -4,6 % | 61.801 $ | +13.402 $ | +27,7 % | |||
| Frazier Financial Advisors, LLC | 51.068 $ | -8.869 $ | -14,8 % | 59.937 $ | +45.226 $ | +307,4 % | 14.711 $ | +134 $ | +0,9 % | |||
| KELLEHER FINANCIAL ADVISORS | 59.747 $ | |||||||||||
| Timmons Wealth Management, LLC | 59.070 $ | |||||||||||
| McCarley & Cook Financial Planners | 54.253 $ | -1.249 $ | -2,3 % | 55.502 $ | -3.523 $ | -6,0 % | 59.025 $ | +52.521 $ | +807,5 % | 6.504 $ | ||
| THOMPSON INVESTMENT MANAGEMENT, INC. | 56.917 $ | -1.311 $ | -2,3 % | 58.228 $ | -166 $ | -0,3 % | 58.394 $ | -356 $ | -0,6 % | 58.750 $ | +14.682 $ | +33,3 % |
| CALDWELL SUTTER CAPITAL, INC. | 56.859 $ | +14.814 $ | +35,2 % | 42.045 $ | +3.953 $ | +10,4 % | 38.092 $ | -150 $ | -0,4 % | |||
| Atlantic Private Wealth, LLC | 56.762 $ | +8.964 $ | +18,8 % | 47.798 $ | +1.821 $ | +4,0 % | 45.977 $ | +1.468 $ | +3,3 % | |||
| LifeSteps Financial, Inc. | 56.076 $ | |||||||||||
| SOA Wealth Advisors, LLC. | 53.873 $ | -1.923 $ | -3,4 % | 55.796 $ | +1.970 $ | +3,7 % | 53.826 $ | -99 $ | -0,2 % | |||
| Pflug Koory, LLC | 55.202 $ | +1.065 $ | +2,0 % | 54.137 $ | -281 $ | -0,5 % | 54.418 $ | +726 $ | +1,4 % | |||
| Founders Capital Management | 54.506 $ | -156 $ | -0,3 % | 54.662 $ | -333 $ | -0,6 % | 54.995 $ | -156 $ | -0,3 % | |||
| Purpose Unlimited Inc. | 51.979 $ | +732 $ | +1,4 % | 51.247 $ | ||||||||
| MCGUIRE CAPITAL ADVISORS INC | 50.867 $ | +68 $ | +0,1 % | 50.799 $ | +192 $ | +0,4 % | 50.607 $ | |||||
| Darwin Wealth Management, LLC | 47.075 $ | -3.712 $ | -7,3 % | 50.787 $ | +4.190 $ | +9,0 % | 46.597 $ | +557 $ | +1,2 % | |||
| ADVISORTRUST PARTNERS, LLC | 50.405 $ | |||||||||||
| Clean Yield Group | 33.453 $ | -15.920 $ | -32,2 % | 49.373 $ | -446 $ | -0,9 % | 49.819 $ | +422 $ | +0,9 % | |||
| PITTENGER & ANDERSON INC | 48.099 $ | +1.425 $ | +3,1 % | 46.674 $ | -284 $ | -0,6 % | 46.958 $ | |||||
| Inlight Wealth Management, LLC | 47.664 $ | +10.925 $ | +29,7 % | |||||||||
| JDM Financial Group LLC | 46.355 $ | +8.566 $ | +22,7 % | 37.789 $ | -342 $ | -0,9 % | 38.131 $ | |||||
| Friedenthal Financial | 46.169 $ | +630 $ | +1,4 % | 45.539 $ | -412 $ | -0,9 % | 45.951 $ | |||||
| BROWN, LISLE/CUMMINGS, INC. | 45.548 $ | +1.871 $ | +4,3 % | 43.677 $ | +45 $ | +0,1 % | 43.632 $ | +19.836 $ | +83,4 % | 23.796 $ | -68 $ | -0,3 % |
| Arlington Trust Co LLC | 1.865 $ | -35.669 $ | -95,0 % | 37.534 $ | -6.089 $ | -14,0 % | 43.623 $ | +35.813 $ | +458,6 % | 7.810 $ | +172 $ | +2,3 % |
| Investors Research Corp | 41.961 $ | -1.478 $ | -3,4 % | 43.439 $ | +362 $ | +0,8 % | 43.077 $ | +145 $ | +0,3 % | 42.932 $ | +5.470 $ | +14,6 % |
| S&T BANK/PA | 43.156 $ | +590 $ | +1,4 % | 42.566 $ | -385 $ | -0,9 % | 42.951 $ | +249 $ | +0,6 % | |||
| Kennebec Savings Bank | 41.445 $ | -955 $ | -2,3 % | 42.400 $ | -121 $ | -0,3 % | 42.521 $ | -259 $ | -0,6 % | 42.780 $ | -121 $ | -0,3 % |
| BARRETT & COMPANY, INC. | 40.984 $ | -944 $ | -2,3 % | 41.928 $ | -120 $ | -0,3 % | 42.048 $ | -256 $ | -0,6 % | 42.304 $ | -120 $ | -0,3 % |
| Caitlin John, LLC | 41.617 $ | +5.738 $ | +16,0 % | 35.879 $ | -324 $ | -0,9 % | 36.203 $ | -4.050 $ | -10,1 % | |||
| Wilkerson Advisory Group LLC | 36.699 $ | -2.367 $ | -6,1 % | 39.066 $ | +534 $ | +1,4 % | 38.532 $ | -2.071 $ | -5,1 % | 40.603 $ | ||
| Asset Planning,Inc | 40.348 $ | +546 $ | +1,4 % | 39.802 $ | -420 $ | -1,0 % | 40.222 $ | +294 $ | +0,7 % | |||
| Garton & Associates Financial Advisors LLC | 40.160 $ | |||||||||||
| Concord Investment Counsel Inc. | 39.253 $ | |||||||||||
| CoreFirst Bank & Trust | 2.475 $ | -33.510 $ | -93,1 % | 35.985 $ | -2.896 $ | -7,4 % | 38.881 $ | |||||
| Nova Wealth Management, Inc. | 37.452 $ | |||||||||||
| AMERICAN NATIONAL BANK & TRUST | 13.356 $ | -13.468 $ | -50,2 % | 26.824 $ | +23.408 $ | +685,2 % | 3.416 $ | -34.013 $ | -90,9 % | 37.429 $ | -215.449 $ | -85,2 % |
| SECURITY NATIONAL BANK OF SO DAK | 37.021 $ | |||||||||||
| Montgomery Financial Services LLC | 36.993 $ | |||||||||||
| POM Investment Strategies, LLC | 87 $ | -36.343 $ | -99,8 % | 36.430 $ | ||||||||
| CNB Bank | 35.902 $ | +430 $ | +1,2 % | 35.472 $ | -310 $ | -0,9 % | 35.782 $ | +176 $ | +0,5 % | |||
| Essential Investment Partners LLC | 35.700 $ | +14 $ | +0,0 % | 35.686 $ | +15.310 $ | +75,1 % | 20.376 $ | |||||
| Midway Capital Research & Management | 35.088 $ | |||||||||||
| MTM Investment Management, LLC | 28.003 $ | +219 $ | +0,8 % | 27.784 $ | -5.906 $ | -17,5 % | 33.690 $ | +246 $ | +0,7 % | |||
| PFS Partners, LLC | 29.190 $ | -673 $ | -2,3 % | 29.863 $ | +393 $ | +1,3 % | 29.470 $ | -69 $ | -0,2 % | 29.539 $ | +2.334 $ | +8,6 % |
| Carolina Wealth Advisors, LLC | 28.384 $ | |||||||||||
| Privatperson | 27.101 $ | -624 $ | -2,3 % | 27.725 $ | -79 $ | -0,3 % | 27.804 $ | -170 $ | -0,6 % | 27.974 $ | -79 $ | -0,3 % |
| Motiv8 Investments LLC | 27.000 $ | |||||||||||
| CDKV HOLDINGS LLC | 26.538 $ | -240 $ | -0,9 % | 26.778 $ | ||||||||
| Southern Farm Bureau Life Insurance | 26.425 $ | -152 $ | -0,6 % | 26.577 $ | +2.217 $ | +9,1 % | 24.360 $ | +225 $ | +0,9 % | 24.135 $ | +410 $ | +1,7 % |
| CHESAPEAKE ASSET MANAGEMENT LLC | 23.656 $ | -2.863 $ | -10,8 % | 26.519 $ | +5.957 $ | +29,0 % | 20.562 $ | +1.228 $ | +6,4 % | |||
| Boreal Capital Management LLC | 26.257 $ | -76 $ | -0,3 % | 26.333 $ | -160 $ | -0,6 % | 26.493 $ | -75 $ | -0,3 % | |||
| Reflection Asset Management | 26.243 $ | |||||||||||
| Holos Integrated Wealth LLC | 25.371 $ | +15 $ | +0,1 % | 25.356 $ | +9.913 $ | +64,2 % | 15.443 $ | +57 $ | +0,4 % | |||
| Granite Investment Partners, LLC | 24.947 $ | -72 $ | -0,3 % | 25.019 $ | -152 $ | -0,6 % | 25.171 $ | -71 $ | -0,3 % | |||
| Hickory Point Bank & Trust | 25.158 $ | |||||||||||
| IFC & Insurance Marketing, Inc. | 25.000 $ | |||||||||||
| ARCH CAPITAL GROUP LTD. | 24.600 $ | -71 $ | -0,3 % | 24.671 $ | -150 $ | -0,6 % | 24.821 $ | -70 $ | -0,3 % | |||
| Quantum Portfolio Management LLC | 24.430 $ | |||||||||||
| HAZLETT, BURT & WATSON, INC. | 0 $ | -2.000 $ | -100,0 % | 2.000 $ | -21.000 $ | -91,3 % | 23.000 $ | +23.000 $ | ||||
| Redwood Park Advisors LLC | 21.882 $ | +3.553 $ | +19,4 % | 18.329 $ | +726 $ | +4,1 % | 17.603 $ | +95 $ | +0,5 % | |||
| Anchor Bay Capital, Inc. | 21.170 $ | |||||||||||
| Basecamp Wealth Advisors LLC | 21.101 $ | |||||||||||
| KERR FINANCIAL PLANNING Corp | 20.757 $ | +200 $ | +1,0 % | 20.557 $ | -58 $ | -0,3 % | 20.615 $ | +270 $ | +1,3 % | |||
| Accordant Advisory Group Inc | 20.092 $ | +112 $ | +0,6 % | 19.980 $ | ||||||||
| Scarborough Advisors, LLC | 19.710 $ | |||||||||||
| COUNTRY TRUST BANK | 18.856 $ | +11.663 $ | +162,1 % | 7.193 $ | +71 $ | +1,0 % | 7.122 $ | |||||
| BURKETT FINANCIAL SERVICES, LLC | 18.703 $ | |||||||||||
| Walsh & Associates, LLC | 18.696 $ | |||||||||||
| Commonwealth Retirement Investments LLC | 18.511 $ | |||||||||||
| Sachetta, LLC | 40 $ | -18.340 $ | -99,8 % | 18.380 $ | -854.990 $ | -97,9 % | ||||||
| Lavaca Capital LLC | 18.154 $ | |||||||||||
| Roxbury Financial LLC | 16.431 $ | -918 $ | -5,3 % | 17.349 $ | +373 $ | +2,2 % | 16.976 $ | -63 $ | -0,4 % | 17.039 $ | +277 $ | +1,7 % |
| EVERMAY WEALTH MANAGEMENT LLC | 17.014 $ | |||||||||||
| JCIC Asset Management Inc. | 16.819 $ | +0 $ | +0,0 % | 16.819 $ | -103 $ | -0,6 % | 16.922 $ | -48 $ | -0,3 % | |||
| Axiom Investment Management LLC | 16.771 $ | -48 $ | -0,3 % | 16.819 $ | ||||||||
| Hamrick Investment Counsel, llc | 15.817 $ | -143 $ | -0,9 % | 15.960 $ | ||||||||
| RHL GROUP, LLC | 15.920 $ | +2.195 $ | +16,0 % | 13.725 $ | +6.825 $ | +98,9 % | 6.900 $ | |||||
| Virtus Fixed Income Advisers, LLC | 15.619 $ | +23 $ | +0,1 % | 15.596 $ | +100 $ | +0,6 % | 15.496 $ | +263 $ | +1,7 % | |||
| Decker Retirement Planning Inc. | 14.832 $ | -42 $ | -0,3 % | 14.874 $ | -91 $ | -0,6 % | 14.965 $ | -42 $ | -0,3 % | |||
| Costello Asset Management, INC | 14.822 $ | -90 $ | -0,6 % | 14.912 $ | -26.461 $ | -64,0 % | ||||||
| Quarry LP | 14.278 $ | |||||||||||
| FWL INVESTMENT MANAGEMENT, LLC | 13.889 $ | +223 $ | +1,6 % | 13.666 $ | +1.207 $ | +9,7 % | 12.459 $ | +262 $ | +2,1 % | |||
| Turtle Creek Wealth Advisors, LLC | 13.650 $ | +2.155 $ | +18,7 % | 11.495 $ | ||||||||
| Nvest Wealth Strategies, Inc. | 1.436 $ | -11.929 $ | -89,3 % | 13.365 $ | -38 $ | -0,3 % | 13.403 $ | |||||
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 12.558 $ | |||||||||||
| Fortitude Family Office, LLC | 12.533 $ | |||||||||||
| Silicon Valley Capital Partners | 12.521 $ | +107 $ | +0,9 % | 12.414 $ | +17 $ | +0,1 % | 12.397 $ | -23.169 $ | -65,1 % | |||
| Corsicana & Co. | 12.465 $ | |||||||||||
| Cresta Advisors, Ltd. | 11.687 $ | |||||||||||
| Prestige Wealth Management Group LLC | 6.027 $ | +82 $ | +1,4 % | 5.945 $ | -5.461 $ | -47,9 % | 11.406 $ | +5.442 $ | +91,2 % | |||
| Viewpoint Capital Management LLC | 10.615 $ | -96 $ | -0,9 % | 10.711 $ | -5.930 $ | -35,6 % | ||||||
| SOUTHERN MICHIGAN BANK & TRUST | 10.246 $ | -236 $ | -2,3 % | 10.482 $ | -30 $ | -0,3 % | 10.512 $ | |||||
| TOUNJIAN ADVISORY PARTNERS, LLC | 10.338 $ | |||||||||||
| Nicht ausgewiesen | 10.236 $ | +1.648 $ | +19,2 % | 8.588 $ | +335 $ | +4,1 % | 8.253 $ | |||||
| LGT Financial Advisors LLC | 10.064 $ | +824 $ | +8,9 % | 9.240 $ | -120 $ | -1,3 % | 9.360 $ | -21.596 $ | -69,8 % | |||
| TUCKER ASSET MANAGEMENT LLC | 1.063 $ | -8.956 $ | -89,4 % | 10.019 $ | ||||||||
| Gleason Group, Inc. | 9.429 $ | -152 $ | -1,6 % | 9.581 $ | ||||||||
| SALEM INVESTMENT COUNSELORS INC | 9.225 $ | +431 $ | +4,9 % | 8.794 $ | -1.790 $ | -16,9 % | ||||||
| OBSIDIAN CIO, LLC | 8.323 $ | |||||||||||
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 8.228 $ | -24 $ | -0,3 % | 8.252 $ | -50 $ | -0,6 % | 8.302 $ | |||||
| ALERUS FINANCIAL NA | 8.176 $ | -23 $ | -0,3 % | 8.199 $ | -50 $ | -0,6 % | 8.249 $ | -24 $ | -0,3 % | |||
| Capital Investment Counsel, Inc | 8.189 $ | |||||||||||
| Spurstone Advisory Services, LLC | 5.904 $ | +2.189 $ | +58,9 % | 3.715 $ | -4.339 $ | -53,9 % | 8.054 $ | +130 $ | +1,6 % | |||
| GPS Wealth Strategies Group, LLC | 7.794 $ | -2.635.598 $ | -99,7 % | |||||||||
| Mowery & Schoenfeld Wealth Management, LLC | 7.351 $ | |||||||||||
| Estate Planners Group, LLC | 7.347 $ | |||||||||||
| Leo H. Evart, Inc. | 7.013 $ | +65 $ | +0,9 % | 6.948 $ | ||||||||
| STEPH & CO | 6.962 $ | |||||||||||
| Midwest Capital Advisors, LLC | 4.240 $ | +58 $ | +1,4 % | 4.182 $ | -2.609 $ | -38,4 % | 6.791 $ | -5.093 $ | -42,9 % | |||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6.032 $ | +200 $ | +3,4 % | 5.832 $ | +946 $ | +19,4 % | 4.886 $ | |||||
| Evolution Advisers, Inc. | 6.000 $ | |||||||||||
| PIN OAK INVESTMENT ADVISORS INC | 6.000 $ | +1.000 $ | +20,0 % | 5.000 $ | +3.000 $ | +150,0 % | 2.000 $ | |||||
| Barnes Dennig Private Wealth Management LLC | 5.991 $ | +946 $ | +18,8 % | 5.045 $ | +192 $ | +4,0 % | 4.853 $ | +155 $ | +3,3 % | |||
| SIMS INVESTMENT MANAGEMENT, LLC | 5.713 $ | |||||||||||
| HORIZON KINETICS ASSET MANAGEMENT LLC | 5.381 $ | |||||||||||
| SYNTAX RESEARCH, INC. | 5.189 $ | -15 $ | -0,3 % | 5.204 $ | -32 $ | -0,6 % | 5.236 $ | -14 $ | -0,3 % | |||
| West Branch Capital LLC | 4.914 $ | -113 $ | -2,2 % | 5.027 $ | +794 $ | +18,8 % | 4.233 $ | +161 $ | +4,0 % | 4.072 $ | +130 $ | +3,3 % |
| Phillip James Consulting Co. | 5.023 $ | |||||||||||
| Centerpoint Advisors, LLC | 5.000 $ | |||||||||||
| Eukles Asset Management | 4.446 $ | |||||||||||
| Premier Financial Group | 4.442 $ | -497.338 $ | -99,1 % | |||||||||
| DHJJ Financial Advisors, Ltd. | 1.480 $ | -2.959 $ | -66,7 % | 4.439 $ | +2.795 $ | +170,0 % | 1.644 $ | +462 $ | +39,1 % | |||
| Aspect Partners, LLC | 4.206 $ | -96 $ | -2,2 % | 4.302 $ | -6.560 $ | -60,4 % | ||||||
| PROSPERITY BANCSHARES INC | 4.197 $ | |||||||||||
| Comprehensive Financial Planning, Inc./PA | 3.860 $ | -4.102 $ | -51,5 % | |||||||||
| VIRTUS ADVISERS, LLC | 2.911 $ | -686 $ | -19,1 % | 3.597 $ | +141 $ | +4,1 % | 3.456 $ | -1.079 $ | -23,8 % | |||
| Imprint Wealth LLC | 3.336 $ | +45 $ | +1,4 % | 3.291 $ | -29 $ | -0,9 % | 3.320 $ | -31.396 $ | -90,4 % | |||
| Park Square Financial Group, LLC | 165 $ | -516 $ | -75,8 % | 681 $ | -2.472 $ | -78,4 % | 3.153 $ | -5.862 $ | -65,0 % | |||
| Olistico Wealth, LLC | 2.920 $ | -67 $ | -2,2 % | 2.987 $ | -9 $ | -0,3 % | 2.996 $ | -18 $ | -0,6 % | 3.014 $ | ||
| Lummis Asset Management, LP | 2.883 $ | -8 $ | -0,3 % | 2.891 $ | -17 $ | -0,6 % | 2.908 $ | |||||
| ENTRUST FINANCIAL LLC | 2.813 $ | |||||||||||
| SYM FINANCIAL Corp | 2.678 $ | +16 $ | +0,6 % | |||||||||
| REAP Financial Group, LLC | 2.635 $ | +216 $ | +8,9 % | 2.419 $ | +27 $ | +1,1 % | 2.392 $ | -2.967 $ | -55,4 % | |||
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2.564 $ | +449 $ | +21,2 % | 2.115 $ | +90 $ | +4,4 % | 2.025 $ | +45 $ | +2,3 % | |||
| Financial Life Planners | 2.327 $ | +30 $ | +1,3 % | |||||||||
| INVESTMENT COUNSEL CO OF NEVADA | 2.261 $ | |||||||||||
| MV CAPITAL MANAGEMENT, INC. | 1.923 $ | -6 $ | -0,3 % | |||||||||
| Fairscale Capital, LLC | 1.507 $ | +8 $ | +0,5 % | 1.499 $ | +15 $ | +1,0 % | 1.484 $ | -188.281 $ | -99,2 % | |||
| GABLES CAPITAL MANAGEMENT INC. | 1.507 $ | +1.401 $ | +1.321,7 % | 106 $ | -1 $ | -0,9 % | 107 $ | -139.680 $ | -99,9 % | |||
| Rachor Investment Advisory Services, LLC | 1.481 $ | +248 $ | +20,1 % | 1.233 $ | +481 $ | +64,0 % | 752 $ | |||||
| RETIREMITTEN FINANCIAL LLC | 1.399 $ | |||||||||||
| Clayton Financial Group LLC | 1.329 $ | -20 $ | -1,5 % | 1.349 $ | +13 $ | +1,0 % | 1.336 $ | -23.398 $ | -94,6 % | |||
| Kilter Group LLC | 1.179 $ | |||||||||||
| Your Advocates Ltd., LLP | 1.138 $ | |||||||||||
| Farmers & Merchants Trust Co of Chambersburg PA | 1.000 $ | |||||||||||
| Compass Financial Services Inc | 656 $ | +10 $ | +1,5 % | |||||||||
| Evensky & Katz LLC | 537 $ | +9 $ | +1,7 % | 528 $ | +151 $ | +40,1 % | 377 $ | +134 $ | +55,1 % | |||
| MB, LEVIS & ASSOCIATES, LLC | 94 $ | +1 $ | +1,1 % | 93 $ | +0 $ | +0,0 % | 93 $ | +1 $ | +1,1 % | 92 $ | +1 $ | +1,1 % |
| GHP Investment Advisors, Inc. | 35 $ | |||||||||||
| Privatperson | 0 $ | +0 $ | 0 $ | |||||||||
| CENTRAL BANK OF BRAZIL | 0 $ | +0 $ | 0 $ | |||||||||
| Graney & King, LLC | 0 $ | |||||||||||
| FIRST CITIZENS INVESTOR SERVICES, INC. | 0 $ | -9.346.869 $ | -100,0 % | |||||||||
| Total | 11.891.396.667 $ | +306.155.888 $ | +93,1 % | 101.166.117.103 $ | +8.532.110.460 $ | +97,4 % | 93.181.950.262 $ | +820.278.319 $ | +302,6 % | 91.529.192.999 $ | -1.754.227.370 $ | +497,9 % |
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.